Business Intelligence Monitor 220215

(Introduction)

[Markets]

•   Global: Shares slide, oil rises on growing Ukraine crisis

※   European stocks slump, Wall St slips too

※   Ukraine bonds plunge 10% to lows of COVID panic

※   Market trims wagers on 50 bps Fed hike

•   Oil: WTI Crude Hits $95 a Barrel for the First Time Since 2014

•   Natural gas: European Energy Prices Jump on Mounting Tension Over Ukraine

•   Metals: Aluminium and nickel climb on Russian supply angst

•   Iron ore: Iron ore price retreats as China seeks to cool rally

•   Grains: Soybeans ease on South American rainfall

•   한국: 우크라이나발 불안에 코스피 1.57% 하락…2,704.48 마감

•   한국: '유증 청약 미달' 두산중공업 10% 급락

[Indicators]

•   US Jan. Inflation expectations : Inflation Expectations Moderated in January, New York Fed Says

※   U.S. inflation a year from January is expected to be at 5.8%, down from the 6% year-ahead expectation in December

•   India Jan. CPI: Retail inflation rises to 6.01 per cent in January, breaches RBI's comfort mark

•   India Jan. WPI: January WPI slows to 12.96%, crude oil risks remain

•   한국 1월 수출입물가: 유가 급등에 1월 수입물가 4.1% 상승…물가 더 오를까

•   한국 1월 고용행정통계: 고용보험 가입자 증가폭 코로나 사태 이후 최대

•   한국 1월 ICT수출: 지난달 ICT 수출, 역대 1월 수출액 중 최고치 달성

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   FT: Pandemic crisis: Global economic impact tracker

•   FT: Inflation tracker: the latest figures as countries grapple with rising prices

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Biden Speaks to Ukrainian Leader Volodymyr Zelensky as Prospect of Conflict Looms

•   WSJ: West Steps Up Diplomatic Efforts to Avert Russian Attack on Ukraine

※   German chancellor meets with Ukraine’s leader before plans to visit Putin in Moscow on Tuesday, as Kyiv rebuffs Russian demands not to seek NATO membership

•   WSJ: U.S. Is Closing Kyiv Embassy, Relocating Diplomatic Operations to Western Ukraine

※   Secretary of State Antony Blinken describes relocation as a temporary move to protect embassy staff

•   WSJ: Russia’s Parliament to Weigh Recognition of Breakaway Ukraine Regions

•   WSJ: Ukraine’s Capital Awaits a Potential Russian Attack With Determination, Calm

•   WSJ: U.S.-Canada Border Traffic Ramps Up After Trucker Blockade Ends on Detroit Bridge

•   WSJ: Trucking Rates, Delays Increase Amid Canada Disruptions

•   WSJ: Canada’s Trudeau Invokes Emergencies Act Powers to Address Protests

•   WSJ: Manchin Pushes Democrats to Revisit Tax-Rate Hikes, Sinema Could Present a Roadblock

•   WSJ: Central Bank Should Weigh Asset Sales to Curb Inflation, Says Fed Official

•   WSJ: Soaring Inflation Means Britons Face Biggest Fall in Real Incomes in 30 Years

•   WSJ: Chinese Developers’ Sales Tumble in January

•   WSJ: Ukraine Changes the Playbook for the Market Selloff

•   WSJ: People Are Going Out Again, but Not to the Office

•   WSJ: Microsoft to Start Bringing Employees Back to the Office

•   WSJ: ATV Industry Rift Exposes U.S. Divide on Chinese Tariffs

•   WSJ: Doing Business in Myanmar Is Tough, but Norway’s Telenor Finds That Leaving Isn’t Much Easier

•   NYT: Energy Markets Are Jittery as Russia-Ukraine Tensions Drag On

•   NYT: A Succession Drama, Chinese Style, Starring Xi Jinping

•   NYT: For China, Hosting the Olympics Is Worth Every Billion

•   NYT: Germany Tries to Loosen Its Ties to Russian Gas Pipelines

•   WP: Vaccine scientists have been chasing variants. Now, they’re seeking a universal coronavirus vaccine.

•   FT: Putin leaves the west guessing as Ukraine crisis intensifies

•   FT: Europe prepares contingency plans as troops mass on Ukraine border

•   FT: Johnson attempts to move on from questions over his leadership

•   FT: Jay Powell keeps options open as he seeks Fed consensus on rate move

•   FT: ‘Speed dating’ with Xi: China shows off its new friends at Winter Olympics

•   FT: Can Saudi Arabia become the world’s biggest hydrogen producer?

•   Bloomberg: White House Seeks to Avoid Gas Price Shocks From Ukraine Crisis

•   Bloomberg: There’s a Risky Scenario For the Economy as the Fed Starts to Fight Inflation

•   Bloomberg: Biden’s Global Vaccine Push Falters, Echoing U.S. Woes

•   Bloomberg: Lagarde Says ECB Will Act at ‘Right Time’ But Only Gradually

•   Bloomberg: Draghi’s Italy Is Better Placed to Handle ECB’s Hawkish Pivot

•   Bloomberg: China’s Approval of Pfizer Pill Opens Door to Ending Covid Zero

•   Bloomberg: UAE, Turkey Seek Deeper Trade Ties As Erdogan Visits

•   Bloomberg: South Africa Weighs Taking on Eskom’s $26 Billion Debt, IMF Says

•   Bloomberg: Morgan Stanley’s Wilson Says Potential Ukraine War a ‘Polar Vortex’ Risk to Stocks

•   Bloomberg: Permian Oil Output Sets Record for the Third Consecutive Month

•   Bloomberg: OPEC’s Barkindo Says Group Focused on Keeping Market Supplied

•   Bloomberg: IEA Head Urges OPEC+ Laggards to Boost Output to Balance Markets

•   Bloomberg: Just 3% of White Collar Workers Want a Full Office Return

•   Bloomberg: COP27 Host Says Priority to Help Africa During Energy Transition

•   Bloomberg: Coal Is Still Raising Trillions of Dollars Despite Green Shift

•   Reuters: U.S. urges Americans to avoid travel to South Korea, Belarus over COVID

•   Reuters: U.S. considering offering Ukraine up to $1 bln in sovereign loan guarantees

•   Reuters: Russia, Iran note progress in reviving Iranian nuclear deal

•   Reuters: Tight oil market could see prices hit $125 in Q2, JP Morgan says

•   Reuters: High power prices are no reason to ditch net zero

•   Reuters: Record job-switching rates are pushing U.S. inflation higher, Chicago Fed study finds

※   Chicago Fed: The Effects of the “Great Resignation” on Labor Market Slack and Inflation

•   Reuters: Fed, split over opening rate bid, may put weight on February data

•   Reuters: Germany's COVID case numbers drop as country waits for opening

•   Reuters: BoE to raise rates again in March, inflation to peak soon after

•   Reuters: India's central bank is committed to inflation target, says chief

•   Reuters: Global chip sales hit record in 2021, will grow 8.8% in 2022 -SIA

•   Reuters: Analysis: Lula warms to independent Brazil central bank, breaking with party

•   CNBC: Fed’s Bullard says the central bank’s ‘credibility is on the line,’ needs to ‘front-load’ rate hikes

•   CNBC: ‘A very scary concept’: Energy ministers fearful of oil prices surpassing $100 a barrel

•   Fox Business: Biden's economy drags US to all-time low in Heritage freedom index rating

•   SCMP: China’s population crisis could give women greater reproductive rights, but hurdles remain

•   SCMP: Pacific nations disenchanted with Australia, China cautiously welcome US re-engagement

•   SCMP: China says embassy in Ukraine operating as normal, calls for ‘all parties to be rational’

•   Caixin: In Depth: Will Subsidized Housing Stabilize the Real Estate Industry?

•   Nikkei Asia: BOJ defends key bond yield target as global pressure builds

•   Nikkei Asia: Toshiba lowers profit forecast amid higher prices, chip shortages

•   Nikkei Asia: Foxconn to build chip plant in India with local metals company

•   For Construction Pros: Construction Materials Prices Rose in Q4 2021 but Declines Expected in Q1 2022

•   Robotics Tomorrow: What Are the Benefits of Robotic Vision Systems?

•   Robot Report: Will core changes be enough for Abundant Robots?

•   매경(P1): [단독] 폴리이미드필름 세계 1위…'PI첨단소재' 새주인 찾는다

•   매경: 국채 더 찍자는 국회, 뒷수습 나선 한은

•   매경: "車반도체 더 못기다려"…자구책 나선 완성차업체

•   매경: 갤럭시 S22 사전판매 종전 기록 깨나

•   매경: "반도체는 안 망해"…증시 폭락에도 서학개미들 반도체ETF 줍줍

•   매경: "이러다 주주 다 떠날라"…부랴부랴 자사주 매입 나선 기업들

•   매경: 강남집값도 꺾였는데…일부 지방 아파트는 신고가, 왜?

•   한경(P1): [단독] "테슬라 배터리 성능 속였다"…공정위, 100억대 과징금 부과

•   한경(P1): 해외광산 매각 전면 재검토

※   기재부: 제4차 대외경제안보전략회의 개최

•   한경: 脫원전 고집하다 거꾸로 간 탄소중립…석탄·가스 발전 더 늘렸다

※   한전: 2021년 12월 전력통계월보(제518호)

•   한경: "올해는 오히려 세수 결손 생길 수도"

•   한경: 300만원 vs 1000만원…'손실보상 추경' 막판 진통

•   한경: "韓, MSCI 선진지수 편입땐 코스피 4500"

•   한경: 탄소중립·중대재해법…공기업 "ESG 경영만이 살길"

•   서경(P1): 우크라發 원자재 쇼크…반도체 '초비상'

•   서경: '반도체 핵심' 크립톤 절반 러·우크라産…美제재 땐 생산·수출 직격탄

•   서경(P1): 불법 방관하는 공권력…파업수위 높이는 노조

•   서경: 법치 흔드는 '6% 노조의 횡포'…"국민 볼모로 기득권만 강화"

•   서경: 경제단체 찾은 李·尹 '친기업' 쏟아냈다

•   서경: 중대법 폭탄 맞을라…지배구조 공시 강화에 불안한 기업들

•   서경: 치솟는 연료비에 脫석탄·중대재해법까지…‘삼중고’에 속 앓는 발전업계

•   서경: 한은 “매출 늘어도 사람 안 뽑아…'고용 없는 성장' 갈수록 뚜렷”

※   한국은행: 성장과 고용 간 관계: 기업자료를 이용한 분석

•   서경: 반도체·AI·로봇 인재 모시기 열전…경쟁사서도 과감히 수혈

•   서경: 한화, 반도체 기업 '뉴블라' 설립…시스템 반도체 진격

•   조선(P1): 오늘부터 면역저하자, 요양병원·시설 입소자 4차 접종…3개월마다 가능

•   조선(P1): 규제 없이 사업하라더니… 제대로 풀어준 건 겨우 20%

•   조선: “태양광, 민폐시설 됐다”… 日환경성, 보급 10년만에 제동

•   조선: NHK “태양광 폐기물, 2040년엔 지금의 180배… 감당못한다”

•   조선비즈: 유럽에 LNG 지원해달라는 美 요청에...정부 난색 표명

•   조선비즈: 김동연 “중도 포기 없다…尹에 단일화 제안한 안철수 이해 안돼”

•   조선비즈: ‘전자산업의 쌀’ MLCC 호황에 삼성전기 10조 매출 청신호

•   중앙: 전세대출 이자가 더 겁난다, 월세 거래 2년 새 40% 급증

•   중앙: ‘메모리의 봄’ 빨리 오려나, 공급과잉 끝이 보인다

•   문화(P1): “北 영변시설 열 감지… 우라늄 농축 활동 중”

•   문화: 전기차도 스마트폰처럼… 바닥 패드에 주차하자 ‘자동 완충’

•   문화: 재택근무 中企 87%가 “업무 생산성 향상됐다”

•   세계(P1): “우방국간 협력 확대 위해 한국, 쿼드 참여 서둘러야” [제4회 싱크탱크 2022 포럼]

•   머니투데이: "대선일 전후 20만명대 정점 예상"..오미크론 쓰나미, 대선정국에도 영향

•   더벨: 예정된 미래 '수소경제' 불구 두산퓨얼셀 주가 '안갯속'

•   헤럴드경제(P1): 정점 찍었던 아파트값 5개월새 30% 급락

•   헤럴드경제: 재계는 지금…직원은 재택 중, 임원은 출장 중

•   파이낸셜뉴스: 경제자유구역을 첨단산업 요충지로…"10년간 51조 투자유치"

•   파이낸셜뉴스: 기업들 흩어진 핵심기술 한곳에… 두산, 연료전지 개발 일원화

•   아시아경제(P1): [비상, K-배터리]작년의 3배 생산력 확보…초고속성장 이끈다

•   아시아경제: [비상, K-배터리]미국 내 건설 중 생산설비 13개중 11개는 'K-배터리'

•   아시아경제: [단독]삼성·LG 등 우크라이나 주재원 줄줄이 철수...전운에 대응

•   아시아경제: [단독] 성남FC 예산 이재명 성남시장 재선 위해 사용 의혹

•   디지털타임스(P1): 삼성전자, 창사 첫 노조파업 먹구름

•   디지털타임스: 자산시장 위축 세수 줄어든다는데… 정치권 툭하면 `稅퓰리즘`

•   디지털타임스: 뛰는 철근값에 철강·건설업체 `갈등의 골` 깊어졌다

•   디지털타임스: 바닥 찍은 메모리반도체… "1분기, 아직 춥다"

•   이데일리: 6주만에 4.5조 폭발한 M&A 시장…'열기 굳건' VS ‘판단 이르다’

•   연합: 오후 9시까지 5만6천327명 확진…어제보다 2천937명 많아

•   연합: 오미크론에도 전력수요 완전 회복…동절기 최대전력 역대 최고치

•   연합: "文정부서 국가채무 연평균 10% 늘어…재정적자 만성화 우려"

•   연합: 文정부서 상위 10% 소득 1천429만원↑, 하위 10%는 17만원↑

•   연합: 작년 1조원 이상 배당 기업 7곳…개인배당 1위는 2천577억원 이재용

•   이뉴스투데이: [단독] 역대 최대 거래량 갈아 치운 신재생에너지…“시장 재편 급물살”

•   더구루: [단독] 美 최대 공공전력기업, SMR 도입…두산중공업·뉴스케일파워 대형 호재

•   더구루: 美 원전규격 미달부품 사용 심각…바이든 원전정책 영향은?

•   일요시사: <단독> 성남시-성남FC 수상한 4자 협약서 공개

•   에너지경제: 10차 전기본 수립, 5월 새정부 출범 직후 본격 착수…"대선결과에 방향 갈린다"

•   에너지데일리: “러시아·우크라이나 긴장이 유연탄 가격도 끌어올리고 있다”

•   전자신문(P1): 삼성 스마트폰 생산라인, 베트남에서 구미로 이동

•   전자신문: RE100 '제3자 전력구매계약' 실적 전무

•   디지털데일리: [수소의 가치③] ‘수소차’ 원가절감·충전 인프라 확대…“그러나 극복할 수 있는 문제”

•   로봇신문: 2025년 中 산업용 로봇 판매액 20조원 육박

[Opinions]

•   Project Syndicate(Jayati Ghosh): Free the Money We Need

•   Project Syndicate(Bennett Ramberg): The Risk of Nuclear Disaster in Ukraine

•   Project Syndicate(Brahma Chellaney): America Is Focusing on the Wrong Enemy

•   FT(Editorial Board): Olaf Scholz’s journey into Putin’s lion’s den

•   FT(Ben Hall): A Russian soul with a heart in Ukraine

•   FT(Robert Armstrong): What the Fed might think about QT

•   FT(Ruchir Sharma): Slower growth and higher inflation are the hallmarks of a post-Covid world

•   FT(Eswar Prasad): Digital currencies carry threats as well as promises

•   WSJ(Joseph Epstein): The Unbearable Lightness of Biden

•   WP(Editorial Board): The crisis over Ukraine is far from over. Some lessons are clear already.

•   WP(David Ignatius): Putin’s impending ‘march of folly’ in Ukraine

•   Bloomberg(John Authers): Ukraine Threatens a ‘Pulp Fiction’ Loss of Focus on Worsening Economic Trends

•   Bloomberg(James Stavridis): U.S.-Led War Games in Middle East Have a Clear Target: Iran

•   Bloomberg(Javier Blas): Aluminum Will Intensify the Inflationary Wave Washing Around the World

•   Bloomberg(Lisa Jarvis): Vaccine Makers Must Help the World Prepare for the Next Pandemic

•   파이낸셜뉴스(구본영): 임기말 길 잃은 수소경제