Business Intelligence Monitor 220217

(Introduction)

[Markets]

•   Global: Gold, oil rise on Ukraine crisis; U.S. stocks end flat

※   Oil, gold rise on Ukraine crisis

※   Reading of Fed minutes helps Wall Street rebound

•   Metals: Aluminium gains as focus moves from Russia-Ukraine crisis

•   Grains: Soybeans rebound from two days of declines with weather in focus

•   Lumber : Lumber Extends Rally on Supply, ‘Unprecedented’ Transport Snags

•   Rare earth: Rare Earth Prices Hit Record High in China

•   한국: 우크라이나 긴장 완화에 코스피 2% 반등…코스닥도 4%이상 뛰어

•   한국: 주춤하던 수소株, 다시 힘 받나

•   한국: 'E쇼크'에 원전가동 증가세…원전株 '함박웃음'

[Indicators]

•   US Dec. Business inventories: US business inventories increase solidly in December

•   US Jan. Retail sales: U.S. Retail Sales Jump as Inflation Surges

※   Consumers spent broadly at the start of the year, with higher prices eroding some spending power but demand strong

※   WSJ: Robust Sales Report Could Foretell Strength to Come

•   US Jan. Industrial production: U.S. Factory Output Rises as Firms Navigate Supply Constraints

•   US Jan. Export·Import prices: Import prices jump 2% as biggest increase in 11 years adds to intense U.S. inflation

•   US Feb. NAHB housing market index: Homebuilder Sentiment in U.S. Drops to Lowest Since October

•   US Weekly Mortgage rates·applications: The average size of a new mortgage just set a record, as home prices continue to climb

•   Eurozone Dec. Industrial production: Euro zone Dec production much stronger than expected

•   UK Dec. House prices: U.K. House Prices Post Strongest Year of Growth Since 2002

•   UK Jan. CPI·PPI: UK inflation climbs to 30-year high of 5.5%

•   China Jan. CPI·PPI: China Inflation Eases as Economy Could Use a Boost

※   With no risks seen from rising prices, the door is open for policy easing to help growth

•   한국 2021년 외국인 관광객: 지난해 한국 찾은 외국인 관광객 21만명…코로나 전의 1.5% 그쳐

•   한국 1월 고용: 1월 취업자 기저효과로 113만명 증가…절반은 60세 이상

[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: Fed Eyes Potential for Faster Rate Increases to Ease Inflation

※   Officials also stepped up deliberations last month over how to shrink central bank’s $9 trillion asset portfolio

※   Fed: Minutes of the Federal Open Market Committee, January 25–26, 2022

•   WSJ: Russia Is Continuing to Build Up Forces Near Ukraine, West Says

※   NATO, U.S. sees no de-escalation after Moscow says troops are leaving Crimea; U.S. earlier flagged Wednesday as possible date of attack

•   WSJ: Why U.S. Spies Can Watch Russian Troops but Not Guess Putin’s Next Move on Ukraine

•   WSJ: U.S., Russian Aircraft Flew Perilously Close to Each Other Amid Ukraine Tensions

※   Pentagon says it expressed concern to Russian officials through diplomatic channels

•   WSJ: U.S. Faults China for Failing to Meet Purchase Targets Under 2020 Trade Deal

※   New report says Biden administration is prepared to take action to address shortfall but doesn’t outline specific actions

※   USTR: USTR Releases Annual Report on China's WTO Compliance

•   WSJ: As Omicron Recedes, People Head Back to Work, Census Data Show

•   WSJ: Biden Orders Archives to Release Trump White House Visitor Logs to Jan. 6 Panel

•   WSJ: Some Lawmakers Want to Halt Gas Tax Amid High Inflation. Others See a Gimmick

•   WSJ: As Oil Nears $100, Saudis Snub U.S., Stick to Russian Pact Amid Ukraine Crisis

•   WSJ: China’s ‘Zero-Covid’ Policy Holds Lessons for Other Nations

•   WSJ: Xi Jinping Orders Hong Kong to Get a Grip on Spiraling Covid-19 Outbreak

•   WSJ: A Tighter Oil Market Has Downsides for Producers, Too

•   WSJ: Raising Rates in Europe Isn’t as Simple as It Sounds

•   WSJ: Can Bitcoin Be a National Currency? El Salvador Is Trying to Find Out.

•   WSJ: Google Plans to Curtail Cross-App Tracking on Android Phones

•   WSJ: Nvidia Posts Record Sales Amid Broad Chip Demand

•   WSJ: BioNTech Unveils Mobile Covid-19 Vaccine Factories for Developing World

•   NYT: U.S. Warns Americans Abroad Not to Count on a Rescue

•   NYT: On the Edge of a Polish Forest, Where Some of Putin’s Darkest Fears Lurk

•   NYT: How Tech Can (and Can’t) Help You Fight Soaring Energy Bills

•   WP: Countries face new global covid divide on opening up or staying closed

•   WP: The worst Ukraine take yet

•   WP: Brazil’s Bolsonaro embraced the U.S. under Trump. Now he’s in ‘solidarity’ with Russia.

•   FT: Moscow talk of de-escalation on Ukraine border met with scepticism

•   FT: EU parliament support for Ukraine hides mixed views on Russia response

•   FT: Merck struggles to win European approval for Covid-19 antiviral pill

•   FT: EU court ruling opens way for Brussels to act against Hungary and Poland

•   FT: France urges revamp of Europe’s security order in face of Russia threat

•   FT: Children aged 5 to 11 to be offered Covid vaccine in England

•   FT: UK car industry calls for binding targets on rollout of charging points

•   FT: Top finance watchdog urges west to ‘think twice’ about Russia sanctions

•   FT: Biden’s petrol problem: president eyes gas tax cut as pump prices soar

•   FT: Iran calls for US ‘political statement’ on commitment to nuclear deal

•   FT: Argentina’s president struggles to sell IMF deal to a sceptical Congress

•   FT: TSMC’s chip plant in US suffers delays

•   FT: Chinese state pumps money into metaverse stakes

•   Bloomberg: World’s Most Influential Finance Heads Ponder How to Revive Growth

•   Bloomberg: Fed Standoff a Waiting Game With Democrats Out of Easy Options

•   Bloomberg: Omicron Grip on U.S. Job Market Wanes, But Hardship Is Rising

•   Bloomberg: State-Sponsored Russian Hackers Breached Defense Firms, U.S. Says

•   Bloomberg: Ukraine Says It Suffered Record DDoS Attack in Russia Standoff

•   Bloomberg: Ukraine President Targets Oligarchs as World Focused on Russian Buildup

•   Bloomberg: ECB’s Kazaks Says Interest-Rate Hike Is ‘Quite Likely’ This Year

•   Bloomberg: Kazimir Defends ECB Policy in Clash With Minister Over Prices

•   Bloomberg: Europe Risks Another Energy Crisis Without Mandatory Reserves

•   Bloomberg: Taiwan Sees China's Xi as Too Focused on Party Reshuffle for Any Attack

•   Bloomberg: PBOC Chief Vows Supportive Policy as Growth Returns to Potential

•   Bloomberg: Virus Cases in China’s Olympic Bubble Fall Amid Covid Zero Curbs

•   Bloomberg: Kuroda Says BOJ Prepared to Act Again to Defend Yields If Needed

•   Bloomberg: Highest U.S. Crude Spreads in Years Signal Tight Summer Market

•   Bloomberg: Oil’s Spectacular Covid Crash Set the World Up for $100 Crude

•   Bloomberg: Key EU Lawmaker Proposes New Way to Tame Carbon Price Shocks

•   Bloomberg: How Clean Is Hydrogen? Platts, Others Seek to Give Fuel a Score

•   Reuters: Russian gas threat in Europe

•   Reuters: Governments to see biggest inflation-driven drop in debt ratios in over 20 years - Fitch

•   Reuters: G20 finance chiefs to discuss Ukraine this week - German official

•   Reuters: Construction industry groups oppose Biden's executive order in letter to White House

•   Reuters: Fed's Kashkari: 'Let's not overdo it' on Fed rate hikes

•   Reuters: COVID cases decline for 6th week in Americas, deaths still rise -health agency

•   Reuters: U.S. officials prepare for pandemic's next phase as Omicron wanes

•   Reuters: ECB warns about vulnerable property market in euro zone

•   Reuters: Germany to lift COVID curbs in the spring

•   Reuters: China to work with Asian nations to grow use of local currencies in trade

•   Reuters: China-U.S. monetary policy divergence aids yuan stability - ex-regulator

•   Reuters: 2015 nuclear deal has become an "empty shell", Iran's top security official says

•   Reuters: France says Macron and China's Xi agreed to step up efforts on Iran nuclear deal

•   Reuters: Omicron surge was more deadly in Japan after booster delay, critics say

•   Reuters: Vietnam to fully reopen borders from mid-March

•   Reuters: Germany to transfer hydrogen technology to Africa -govt official

•   Reuters: Global companies slow debt-raising as yields climb

•   Reuters: Analysis: Erdogan's plan to steer Turkish economy out of winter of crisis

•   Reuters: Analysis: 'Flying taxi' dream faces hurdles before lift-off

•   AP: High gas costs from Ukraine threat pose Biden political risk

•   CNBC: Moderna CEO says it’s ‘reasonable’ to think the pandemic may be in its final stages

※   “I think there’s an 80% chance that as omicron evolves or SarsCov-2 virus evolves, we are going to see less and less virulent viruses,”

•   CNBC: Putin’s threats against Ukraine could reinvigorate the U.S. oil and gas industry

•   CNBC: Charlie Munger calls inflation the No. 1 danger apart from nuclear war, pans crypto and trading apps

•   CNBC: North Sea green hydrogen project to harness offshore wind and use existing pipeline

•   SCMP: Omicron infection after vaccination may protect against other coronavirus strains, study finds

•   SCMP: Xi Jinping calls for diplomatic resolution of Russia-Ukraine dispute

•   SCMP: US-China trade: ‘building a wall’ will not address ‘problems posed by China’, Washington warns

•   SCMP: China’s digital currency racks up ‘a couple of million’ yuan of payments per day at the Beijing Winter Olympics

•   Caixin: CATL Considers Building More Factories Outside China, Including U.S.

•   Nikkei Asia: Analysis: Who's too cozy with the private sector? Xi Jinping decides

•   Mainichi: Japan's auto unions seek 1st base-pay hike in 2 yrs on recovery from pandemic

•   Economic Times: Indian economy on revival despite unsettling global developments, RBI paper says

•   Economic Times: FY22 current account deficit faces mild upside risk: Acuite Ratings

•   Power Engineering: Report highlights challenges for clean hydrogen future

※   NETL: Fossil Energy’s Role in Accelerating a Clean Affordable Hydrogen Future Outlined in New Report

•   Robotics Tomorrow: Wireless Charging Technology for Autonomous Robotics

•   Robot Report: IFR: 5 robotics trends to watch

※   IFR: Top 5 Robot Trends 2022

•   매경(P1): 李 300조·尹 266조 '돈 펑펑 공약'…증세엔 침묵

•   매경: SK하이닉스, 생각하는 메모리 반도체 내놨다

•   매경: 불확실성 커지자…기업 이익 전망치 줄하향

•   한경(P1): SK온, 4조 투자 유치전…글로벌 '큰손' 줄섰다

•   한경: 첫 취업 청년 10명 중 3명은 비정규직…13년새 3배 급증

•   한경: [단독] 'K동박' 테슬라 직접 뚫었다…솔루스첨단소재, 납품 시작

•   한경: 현대일렉트릭·GE, 해상풍력 터빈 만든다

•   한경: "다가오는 로보토피아 시대…삼성전자·현대重·두산 주목"

•   한경: 국내주식 9월부터 0.1주 살 수 있다

•   서경(P1): 대학 30곳 반도체 과정 신설…매년 인재 1200명씩 키운다

•   서경: K반도체 올 57조 투자 '총력전'…정부, 전기·용수·테스트베드 지원

•   서경: "한국판 엔비디아 눈앞"…비메모리 스타트업 약진

•   서경: 경총 "경직된 노동시장·연공형 임금, 청년 일자리 창출 막아"

•   서경: 석 달째 제자리인 기대인플레이션…안착인가 오류인가

•   서경: 갤럭시S22 다음은 A53… 삼성 ‘전방위 공략’으로 애플·중국과 붙는다

•   조선(P1): ‘탈석탄’ 文정부 5년, 발전량은 7.2% 증가

•   조선: 탄소중립의 역설… 글로벌 석유기업들 7년만에 최대 실적

•   조선: 고로 대신 전기爐만 쓰니… 원료인 고철 59% 껑충

•   조선: 부동산이 얼었다, 서울 실거래가 두달연속 하락

•   조선비즈: [줌인] 첨단패키징으로 ‘2나노의 벽’ 돌파 모색하는 삼성·TSMC

•   조선비즈: 중국도 찍소리 못한다…삼성도 을로 만든 반도체 ‘수퍼 갑’ ASML

•   조선비즈: 혼돈의 부동산 시장… AI는 “3년간 서울 집값 하락”

•   조선비즈: 주식·채권·원화 ‘트리플 약세’ 장기화 조짐…“긴축 발작 대비해야”

•   인베스트조선: 기술 부족한 삼성D, 영업이익률 낮은 LGD…고민해결 쉽지 않은 대형 OLED

•   중앙(P1): 190원→2만8700원 150배 폭등…비명 부른 '반도체 칩' 정체

•   동아(P1): 하루 확진자 연이틀 9만명 넘어… 정부 “상황 급변, 정점 예측못해”

•   동아: [알립니다]전환의 시대, 성장동력으로서의 에너지 비즈니스

•   문화(P1): 李·尹, 말로만 “친기업”… 공약 따져보니 ‘기업규제 강화’

•   문화: “어장까지 해상풍력 마구잡이 설치, 뭘 먹고 살라고”

•   한겨레: [단독] 카카오그룹 ‘격무 상징’ 포괄임금제 완전 폐지

•   경향: “낡은 GDP…삶의 질 담는 ‘한국형 성장지표’ 필요”

•   머니투데이(P1): '24개월' 최단 기록 깰까···두산중공업, 채권단 조기졸업 임박

•   머니투데이: 윤석열 "원전 최강국 건설" vs 이재명 "탈원전 대신 감원전"

•   헤럴드경제: “최고 대우로 모십니다” 조선·중공업도 개발자 채용전쟁

•   파이낸셜뉴스(P1): '지역 이기주의'… 글로벌기업 포스코 멍든다 [기업 발목 잡는 지역이기주의]

•   파이낸셜뉴스: 외국인 근로자 사고도 예외없다... 건설업계 피 말리는 중대재해법

•   아시아경제: 탈원전 외치더니…5년간 원전 해체 손도 못댔다

•   디지털타임스: 작년 신재생에너지 발전설비 전년比 16.8% 증가

•   이데일리: 올해 물가 3%이상 뛸 듯…"월별 물가 3분기까진 3%대 간다"

•   이데일리: `눈꽃 추경`→`벚꽃 추경`?…선거전에 밀려 희망고문 될 수도

•   이데일리: "현 전기요금 적정수준보다 10% 낮아…탈원전 정답 아냐"

•   이데일리: [이주열號 8년]①시장에선 `A`학점, 한은 출신·경제학자는 `B`

•   이데일리: [이주열號 8년]②임기말 `코로나 대응` 호평…"물가안정에 소홀"

•   이데일리: [이주열號 8년]③차기총재엔 신현송 지지…고승범·조동철도 추천

•   이데일리: [이주열號 8년]④새 총재 `물가안정` 최우선…`고용안정` 목표엔 반대

•   연합: 확진자 연일 폭증, 오늘도 10만명 근접…거리두기 조정 '주목'

•   연합: "2026년 한국 국가부채 급증…OECD 非기축통화국 중 3위"

•   연합: "제조기업 3분의 1, 이자도 못갚아…부실징후 업종도 지속 증가"

•   뉴시스: [단독]지자체 태양광 발전 시설 10%만 20년 수명 내 비용 회수

•   뉴스1: [단독]1월 서울 아파트 거래량, 금융위기 때보다 낮아졌다…역대 두번째

•   e대한경제: 하이브리드 자동차, 친환경 세제혜택 없어지나

•   이뉴스투데이: [단독] 4조 넘어선 REC 시장…“신재생 성장 견인”

•   더구루: 폴란드 원전 수주전 판세 '美 1강 · 韓·佛 2중'

•   더구루: 한수원·남동발전 '3.5조' 파키스탄 수력발전 인허가 '암초'…투자당국 "문제 풀어야"

•   월요신문: [단독] 두산중공업, 에어컨 실외기 외부 설치 두고 예비입주민과 갈등…왜?

•   에너지경제: 대선후보 10대 공약 뜯어보니?…"누가 되든 기후에너지 국정 우선"

•   에너지경제: 재생E 고정가격계약 사업자, 전력 도매가격 상승에 되레 수익 감소?

•   에너지데일리: 중부발전, 수소에너지 신사업 공동 추진한다

※   제이씨에너지-두산중공업과 전남 대불산단 내 협력체계 구축

•   전자신문(P1): 세계 반도체 매출 5000억달러 ↑

•   전자신문: [스페셜리포트]반도체 업계, M&A 성장 전략 여전히 유효

•   전자신문: [스페셜리포트]반도체 M&A, 불확실성 리스크 회피 필요

•   전자신문: '석탄발전 상한제' 본격 시행 지연…발전부문 온실가스 저감 혼선 우려

•   전자신문: 작년 스마트폰 카메라 '파트론' 혼자 웃었다

•   ZDNet Korea: 반도체 공급난, 진짜로 10~20년 지속될까

•   디지털데일리: 반도체 M&A, 2월만 2건 실패…삼성전자, M&A 가능할까 [IT클로즈업]

•   디지털데일리: 차량용 반도체, 올해도 부족…업계 "파운드리-완성차 협업 필요"

•   물류신문: 물류운임 ‘고공행진’, 2022년에도 계속되나?

[Opinions]

•   Project Syndicate(Chang-Tai Hsieh): Bury the US-China Trade Agreement

•   Project Syndicate(Daniel Cohen): Waiting for Macron

•   Project Syndicate(Willem H. Buiter): An Argentinian Haircut for the IMF

•   FT(Editorial Board): The EU’s new tools to defend the rule of law

•   FT(Constanze Stelzenmüller): Scholz holds his ground in Putin’s den

•   FT(Robert Armstrong): Rent inflation will stick

•   FT(Cat Rutter Pooley): Forget the housing boom, who wants to own a housebuilder?

•   FT(Jamie Powell): Supply is coming

•   FT(Lex): Emerging market debt: high yields could climb even higher yet

•   WSJ(Editorial Board): Unfit for the Federal Reserve

•   WSJ(Holman W. Jenkins, Jr.): Don’t Let Putin off the Hook in Ukraine

•   NYT(Thomas L. Friedman): Is Sleepy Joe Biden Making Vladimir Putin Blink?

•   NYT(Peter Coy): Sanctions Aren’t Perfect. But They’re the Best Tool We’ve Got.

•   NYT(Farhad Manjoo): The Rise of Big Tech May Just Be Starting

•   WP(Editorial Board): It’s time for the Federal Reserve to make a decisive move on inflation

•   WP(David Ignatius): Putin as chess master: Strong opening but weak endgame in Ukraine

•   WP(Jennifer Rubin): Biden has Putin trapped in a corner. Now comes the hard part.

•   WP(Edward Hunter Christie): Why Putin won’t give up on his campaign to control Ukraine — invasion or no invasion

•   Bloomberg(Daniel Moss): Will All These Rate Hikes Cause a Recession?

•   Bloomberg(John Authers): Pandemic Liquidity Erodes Key Indicators as the Fed Eyes Inflation Expectations

•   Bloomberg(Marcus Ashworth): The Markets Don’t Know How to Value Peace

•   Bloomberg(Robert Burgess): Americans Shrug Off Inflation With Some Retail Therapy

•   Bloomberg(Matthew Brooker): The Drip, Drip of Easing Tortures China Stock Bulls

•   Bloomberg(Adam Minter): The Olympics Have Been a Raging Success — for China

•   Bloomberg(Eric Balchunas): Bond Funds Lurk as a Challenge to Federal Reserve’s Inflation Fight

•   Bloomberg(Max Hastings): Ukraine Failures Show Germany Is Europe's Weak Link

•   CNN(Janneke Ratcliffe): How we can solve the nation's affordable housing crisis

•   조선(박주헌): 탄소 중립 실패에도 대비해야 한다

•   파이낸셜뉴스(사설): 되레 원전 의존도만 높인 탈원전의 역설