Business Intelligence Monitor 210129

(Introduction)

[Markets]

•   Global: Stocks rise, dollar slips as risk aversion eases

•   US: Robinhood, Other Brokerages Restrict Trading on GameStop, AMC Amid Frenetic Trading

•   한국: 연준發 경기회복 속도 논란…코스피 1.7% 하락 마감

•   한국: 배당 축소 압박에 투자자 이탈 가속…4대 은행株 급락

•   한국: 두산그룹주 다 내려, 두산밥캣 4%대 두산중공업 두산 3%대 하락

•   한국: ECB 금리 인하 시사에…달러당 원화값 15.2원 급락

•   Metals: Copper gains as the dollar eases in choppy trade

•   Grains: Corn ends flat after vaulting to 7-1/2 year high on sales to China

[Indicators]

•   US Q4 GDP: U.S. Economy Shrank in 2020 Despite Fourth-Quarter Growth

※   BEA: Gross Domestic Product, 4th Quarter and Year 2020 (Advance Estimate)

※   WSJ: U.S. Economy Faces Uphill Climb at Start of Year

•   US Dec. Construction employment: Const. Employment Below Pre-Pandemic Levels

•   US Dec. New home sales: U.S. New-Home Sales Rose in December for First Time Since July

•   US Weekly Jobless claims: U.S. Unemployment Claims Fell Last Week

•   Eurozone Jan. Economic sentiment: Euro-Area Confidence Slips Amid Longer Curbs, Vaccine Trouble

•   Germany Jan. CPI: Surge in German inflation poses communication challenge for ECB

•   China 2020 Fiscal account: China 2020 fiscal spending up 2.8% y/y, revenue falls 3.9%

•   한국 12월 사업체노동력: 공공일자리의 허상···공공알바 계약만료에 노동시장 ‘ 작년 4월 수준’ 회귀

※   서경: 세상 달라졌는데 혈세로 알바만 ···4차 산업 맞춰 정책 밑그림 다시 그려야[공공 일자리의 허상]

•   한국 미분양주택: 뛰는 집값에 전국 미분양 주택 2만가구 아래로…2002년 4월 이후 최저

•   한국 2월 중소기업경기전망: 2월 中企 경기전망 소폭 반등

•   한국 주간 아파트 가격(부동산원): GTX는 집값 급등열차…경기도 '20억 아파트' 속출

•   India Nov. FDI: India's FDI inflows grew by 81% in Nov 2020 to $10.15 bn, equity at $8.5 bn

[Trackers]

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

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   FT: Pandemic crisis: Global economic impact tracke

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

[News]

•   WSJ: Pandemic Spending Boosts Global Government Debt to 98% of Economic Output, IMF Says

※   IMF: Fiscal Monitor Update, January 2021

•   WSJ: South Africa Coronavirus Variant Detected in U.S.

•   WSJ: South Africa Covid-19 Strain: What We Know About the New Variant

•   WSJ: Pfizer Covid-19 Vaccine Works Against Mutations Found in U.K, South Africa Variants, Lab Study Finds

※   bioRxiv: Neutralization of spike 69/70 deletion, E484K, and N501Y SARS-CoV-2 by BNT162b2 vaccine-elicited sera | bioRxiv

•   WSJ: Novavax Vaccine Is 89% Effective Against Covid-19 in U.K. Study

•   WSJ: Behind AstraZeneca’s Covid-19 Vaccine Stumble

•   WSJ: GameStop Trading Restrictions Blamed on Wall Street’s Clearing Firm by Online Broker

•   WSJ: Wall Street Hedge Funds Stung by Market Turmoil

•   WSJ: WallStreetBets Founder Reckons With Legacy Amid Stock-Market Frenzy

•   WSJ: GameStop Stock Surge Tests Scope of SEC’s Manipulation Rules

•   WSJ: Biden Orders Review of Trump Health-Care Policies, but Move Likely Faces Bumps

•   WSJ: White House Not Planning to Split $1.9 Trillion Covid Relief Package in Two

•   WSJ: Cecilia Rouse, Tapped to Be Biden’s Top Economist, Brings Labor-Market Focus

•   WSJ: Indians Aren’t Spending—‘Marriage Can Wait. I’m Saving for Covid Emergencies’

•   WSJ: GM to Phase Out Gas- and Diesel-Powered Vehicles by 2035

•   WSJ: Apple, Facebook Trade Barbs Over Privacy-Focused Business Models

•   WSJ: Ford Adds Made in China Label to the Mustang

•   WSJ: WeWork in Talks to Combine With SPAC or Raise Money Privately

•   NYT: GameStop Stock Trading: 4 Things to Know

•   NYT: The GameStop Reckoning Was a Long Time Coming

•   NYT: Extremists Emboldened by Capitol Attack Pose Rising Threat, Homeland Security Says

•   NYT: Biden’s Promise of Immigration Reform Raises Hopes in Latin America

•   NYT: Governments Sign Secret Vaccine Deals: Here’s What They Hide

•   WP: President Biden’s push for $15-an-hour minimum wage faces strong headwinds in Senate

•   WP: Biden's first week shows routine and order. Does that fit a moment of crisis?

•   WP: Coronavirus variant sweeps South Africa, exhibiting ‘terrifying’ dominance

•   WP: Biden struggles to define his ?unity? promise for a divided nation

•   WP: The GOP's arguments against impeachment, parsed

•   WP: WHO team investigating coronavirus origins ’finally free’ from 14-day quarantine in Wuhan

•   WP: Israel moves to head of vaccine queue, offering Pfizer access to country’s health-care database

•   NHS accused of sexism after ‘stay at home’ ad

•   WP: The Daily 202: Trump imagined a ‘Beijing Biden.’ That person doesn’t exist.

•   WP: Time to double or upgrade masks as coronavirus variants emerge, experts say

•   FT: Shortfall in jabs pushes EU vaccine drive to crisis point

•   FT: SoftBank incentive plan leaves top executives with potential $1bn gains

•   FT: The struggle to defuse the global vaccine conflict

•   FT: German panel advises against AstraZeneca vaccine for over-65s

•   FT: England lockdown starts to suppress Covid-19, study suggests

•   FT: Italy crisis raises concerns about EU recovery spending

•   FT: Independence vote ‘irrelevant’ to most Scots, says Johnson

•   FT: The largely unseen world of Brexit impacts

•   FT: Emerging markets borrowers sell debt at record rate in January

•   FT: Davos highlights: Modi promises more Indian-made vaccines as domestic campaign gathers pace

•   FT: Britain seeks end to row with EU over diplomatic status of London envoy

•   FT: Toyota overtakes VW as world’s biggest carmaker after Covid rebound

•   FT: Indian police use facial recognition in search for farmer protesters

•   FT: UK carmakers braced for more job losses after worst year since 1984

•   FT: GameStop: how a video game chain was dragged into the war on Wall Street

•   FT: Brazil’s economic dilemma: public debt restraint or sluggish recovery

•   FT: The fight for $15: can Biden usher in a higher minimum wage?

•   FT: Sober Fed underscores loose policy as virus bites

•   Bloomberg: Biden Drilling Ban Leaves Majority of U.S. Production Untouched

•   Bloomberg: ECB Says EU Fund Could Boost Economy by Either 1.5% or Almost Nothing

•   Bloomberg: Short Sellers Under Siege Everywhere Have It Really Bad in Korea

•   Bloomberg: Robinhood Users Are Furious Over Its Stock-Trading Clampdown

•   Bloomberg: Ocasio-Cortez Urges Scrutiny of Robinhood Curbs on GameStop

•   Bloomberg: China Starts Earnings With 9 in 10 Firms Expecting Higher Profit

•   Bloomberg: Taiwan Set to Reclaim Economic Lead Over China, But Only Briefly

•   Bloomberg: Hong Kong Faces Difficult Road to Recovery After Record Slump

•   Bloomberg: World Bank’s Reinhart Says Win the Covid War First, Pay for It Later

•   Bloomberg: China’s Binge on Iranian Oil in Focus Following Tanker Seizures

•   Bloomberg: U.S. Has ‘Very Large’ Stimulus Capacity, IMF Fiscal Chief Says

•   Bloomberg: State and City Cutbacks Stifle Broader U.S. Economic Recovery

•   Bloomberg: High Stakes as India Vows to Unveil a Budget Like ‘Never Before’

•   Bloomberg: IMF Chief Urges Greater Support for Poor Nations Fighting Virus

•   Bloomberg: Transatlantic Trade Spat Festers as EU Urges Truce in U.S. Tariff Spat

•   Bloomberg: Yellen Boosts European Optimism for Global Digital Tax Accord

•   Bloomberg: ECB Ready to Use All Tools Needed to Lift Inflation, Rehn Says

•   Bloomberg: U.K. Business Chiefs Cite Substantial Brexit Woes in Gove Call

•   Bloomberg: Italy’s Renzi Ready to Support New Government to Avoid Snap Vote

•   Bloomberg: ECB’s Schnabel Says Bank-Government Dependence Can Boost Growth

•   Bloomberg: Portugal Reports Record Number of Daily Coronavirus Cases

•   Bloomberg: VW’s EV Sales Target Suggests Tesla Gap Could Close This Year

•   Bloomberg: Saudi Crown Prince Sees More Aramco Share Sales to Boost PIF

•   Bloomberg: Biden’s Attack on Climate Change Gives Surprise Reprieve to Coal

•   Reuters: Exclusive: EU should consider legal means to secure promised vaccines, Michel says

•   Reuters: Exclusive: China likely to avoid setting 2021 GDP target over debt concerns, sources say

•   Reuters: India says COVID contained, but vaccine campaign stutters

•   Reuters: Exclusive: U.S. oil industry seeks unusual alliance with Farm Belt to fight Biden electric vehicle agenda

•   Reuters: Coronavirus jolt in Vietnam casts pall over Communist Party's coronation congress

•   Reuters: Exclusive: Vaccine shortage delays COVID-19 first shots in Paris region, source says

•   CNN: AOC rejects Cruz support over Wall Street chaos: 'You almost had me murdered'

•   CNBC: Vietnam is Asia's top-performing economy in 2020 amid Covid pandemic

•   CNBC: WallStreetBets and GameStop: Reddit investing frenzy spreads overseas

•   CNBC: The ECB is sticking to its block on bank dividends ... for now

•   CNBC: Hong Kong leader Carrie Lam on relations with U.S., potential second term

•   CNBC: Electricity could be the key to decarbonizing society

•   CNBC: Watch Middle East and North Africa leaders debate how to fuel economic recovery

•   MarketWatch: How Brexit is already taking its toll on the U.K. economy

•   Fox News: Yellen received $800G from hedge fund in Gamestop controversy; WH doesn't commit to recusal

•   SCMP: ‘Taiwan independence means war’: China’s defence ministry warns Joe Biden against siding with Taipei

•   SCMP: China-Australia relations: Australian iron ore giant Fortescue ‘well-placed’ to meet China’s strong demand

•   SCMP: China’s state-run economic model is not the answer to all future problems, despite coronavirus success, prominent economists warn

•   SCMP: China’s rust-belt province of Liaoning merges 12 local banks into one ‘first-class’ bank as bad loans mount

•   SCMP: ‘Your money and your life’: no need to trade off saving lives from coronavirus and economic recovery

•   SCMP: China-Australia relations: Canberra’s approach based on ‘assessment of national interests’ despite New Zealand critique

•   매경(P1): 丁총리 "LG-SK 배터리소송은 남좋은 일"

•   매경: 丁총리 깜짝행보…LG·SK 배터리소송 합의압박

•   매경: LG "SK가 영업비밀 침해" 美ITC 제소…3년간 이어진 특허소송에 갈등골 깊어

•   매경(P1): 개인투자용 국채, 양도·증여 못한다

•   매경: 개인국채 중도환매는 가능…사전약정된 이자 포기해야

•   매경(P1): 통큰 삼성전자, 배당 13조원 쏜다

※   삼성전자: 2020년 4분기 삼성전자 경영설명회

※   삼성전자: 2020년 4분기 결산실적 컨퍼런스콜

•   매경: 삼성, 반도체·車전장 인수 이례적 언급…유력후보는

•   매경: 8만전자' 동학개미 예상 2배 깜짝배당

•   매경: "언택트 특수…올해도 반도체 호황 계속 이어간다"

•   매경(P1): 긴급 해외출장자, 4월부터 접종 가능…코로나백신 일반인은 7월부터

※   질병관리청: 일상 회복을 위한 코로나19 전 국민 무료예방접종 실시

•   매경: 아스트라백신 거부땐 접종 후순위로 밀린다 [Q&A]

•   매경: 조달부터 운송까지 여전히 난관 많아…의료진 확보도 문제

•   매경: 日스가는 새벽 1시 통화…文, 바이든과 통화 임박

•   매경: "한미동맹은 굳건"…단속나선 참모들

•   매경: 美 '기후변화 전쟁' 복귀…글로벌 탄소거래시장 확대 급물살

•   매경: KDI, 싱크탱크 '톱5' 진입…美기관 제외 글로벌 평가

•   매경: 연기금도 꽃힌 SK(주), 전기車 반도체 사업 시동걸었다

•   매경: 현대건설기계, 지게차 시장 공략…中 UN社서 OEM 생산

•   매경: 네이버 공격투자 나선다…"상반기 회사채 발행해 자금 마련"

•   매경: 몸값 100조 예상…LG에너지솔루션 상장 시동

•   매경: 강남 재건축부담금 가구당 1~2억 줄어든다

•   매경: [수출경영] 대기업·中企협력사 손잡고…수출한국 힘찬 도약 이끈다

•   한경(P1): 또 관치금융…이번엔 은행배당 제한

•   한경: "우리를 만만한 '돈줄'로 보나"…금융위 개입에 은행권 분통

•   한경: 한국판 게임스톱 사태' 불붙나…떨고 있는 기관들

•   한경: 與 이번엔 "사회적 기업에 세금 깎아주고 재정 지원"

•   한경: 대출 한도 줄고 금리는 오르고…'빚투·영끌족' 사면초가

•   한경: 쌍용차, 결국 P플랜 돌입…마지막 회생 시도

•   한경: 리튬에 밀려난 납축전지…'반전 묘수' 찾을까

•   한경: "코스피 3000 무너지면, 2800 저점 찍고 반등할 것"

•   한경: 인버스 사던 ETF 개미…2차전지로 몰린다

•   한경: "남들은 벌었다는데…" 새해 주식 산 개미 70% '수익 평균 이하'

•   한경: 서울시 '35층 규제' 완화 검토…"용적률 높아지면 상향 가능"

•   한경: 삼성 재판 이후…'셀프 감시' 나선 기업들

•   한경: 자영업자 "정부, 작년 손실까지 보상해달라"

•   서경(P1): 이익공유제의 허상...文 칭찬한 FTA기금 공기업 팔비틀고, 민간 참여는 쥐꼬리

•   서경: 與, 연기금 2,140조로 기업 이익공유 압박

•   서경: 기금과 상관없는 한전이 출연 1위···'코로나 기금'도 판박이 될라 [이익공유제의 허상]

•   서경(P1): 최태원-최정우, 1년만에 만난다...수소·전기차 사업 논의할까

•   서경(P1): "글로벌 디지털세 대응"···정부 전담조직 만든다

•   서경: 바이든 행정부 디지털세 긍정적으로 선회...과세대상 기업 늘어나['글로벌 디지털세' 전담조직 신설]

•   서경: 올 고용영향 평가 과제 1순위도 '코로나'

•   서경: 민주, 손실보상 제도화 백가쟁명...'영업이익 기준' 지급도 검토

•   서경: '플라잉 카'로 서울·경기권 20분 주파···SKT, K-UAM 플랫폼 개발한다

•   서경: 체코 원전 수주전에 '中 배제' 가닥... 韓에 ‘호재’

•   조선(P1): [NOW] 代가 끊긴다, 원자로 설계 신입생 달랑 1명

•   조선: 2년 넘게 멈춘 한미훈련… 주한美軍 존립도 흔들

•   조선: 기재부 젊은피, 사표쓰고 의원 비서관 갔다

•   조선: IMF “한국, 자영업 손실보상 합당하나 깊은 검토 필요”

※   IMF: IMF Staff Completes 2021 Article IV Mission to Republic of Korea

•   조선: 애플이 전기차 시장 흔든다고? 전기차가 애플을 빨아들였다

•   조선: [Mint] 한파 몰아칠땐 ‘더블’ 천연가스 가격 급등락

•   조선비즈: [위기의 한국차]① 현대차·기아의 내수 독점 후 '혁신의 싹' 잘렸다

•   조선비즈: 美국방부, 北군사력 증강에 "준비태세 계속 확실히 갖출 것"

•   중앙(P1): 윤건영 “소설”이라더니···北원전 건설안, 산업부 파일에 있었다

•   중앙: 이재용·정의선·최태원·구광모 작년 12월에도 만났다

•   중앙: 월성원전 삼중수소 "바나나 6개, 멸치1g 수준" 주장 근거 따져보니

•   동아: 블링컨 첫 회견서 북한 아예 언급안해… 우선순위 밀리는 북핵

•   동아: [단독]檢 “원전 경제성 평가 개입한 산업부 직원, 백운규에게 ‘회계법인에 의견 냈다’ 보고”

•   동아: 공공재개발 발표 그후… 매물 사라지고 호가 껑충

•   동아: 집값 10% 넘게 뛴곳엔… 외지인 매입 있었다

•   문화(P1): 임기 마치는 박용만 “7년 넘게 제도개선 요구…국회는 해결 모습 안 보여”

•   문화: 박용만 “산업화 시대 낡은 법·제도, 신사업에 걸림돌”

•   문화: “美·EU 탄소국경세 대비… 탄소저감 대책 서둘러야”

•   문화: <코로나19 충격, 新산업& 新인재로 돌파한다>바이오·수소 ‘친환경 먹거리’ 발굴… ESG 경영으로 ‘혁신 드라이브’

•   문화: <코로나19 충격, 新산업& 新인재로 돌파한다>“미래 성장 핵심은 바이오”… 수직 계열화로 또 한번의 도약 채비

•   한국: [단독] '5인 모임' 설 당일도 허용 없다...거리두기 단계 안 내릴 듯

•   국민(P1): 이재명 1조·민주 20조 코로나 현금정국 돌입

•   서울: [단독]정부, 스위스 계좌 활용해 이란 동결자금 푼다…억류 선박 구출 총력전

•   서울: [단독]“동결 70억 달러 스위스로 이전… 美 제재 위반 않는 현실적 대안”

•   세계(P1): 美·日정상 “한반도 완전한 비핵화 필요”

•   한겨레(P1): 초1~2·고3, 2단계까진 매일 등교…원하면 ‘학교서 급식’

•   머니투데이(P1): "수억 벌어도 벌금 고작 300만원" 이러니 '불법청약' 계속

•   머니투데이(P1): 담뱃값 인상' 거센 반발, "논의 필요" 진화 나섰지만…

•   머니투데이: 100조 막았더니 10조…포퓰리즘 앓는 재정

•   머니투데이: '영끌·빚투' 계속…금감원 "대출 성장률 더 낮춰라" 은행 압박

•   더벨: 마지막 보루 밥캣 처리놓고 채권단 '고민'

•   헤럴드경제(P1): “서울집값 1년내내 오른다…상반기 3% 이상”

•   헤럴드경제: “상법 개정안 후폭풍…3월 주총 경영권 대혼란”

•   헤럴드경제: “무주택자 무조건 연내 ‘내집’ 도전…3기신도시 분양 노려라” [올해 부동산 재테크 전략…전문가 40인에 물었다]

•   파이낸셜뉴스(P1): [단독]대주주 국민연금, 안전 불감증 기업 칼댄다

•   아시아경제(P1): 외국인투자기업 "韓, 정책 변동 심하고 규제 지나쳐"

•   아시아경제: 외투기업들 "한국, 홍콩보다 세금 높아·규제완화도 필요"

•   아시아경제: 높은 임금·경직된 노동문제도 '외투' 망설이게 만든 대표 요인

•   아시아경제: 정부는 채용 늘리라는데…줄이는 공기업

•   아시아경제: 4분기 '깜짝 실적'…개미군단 '투심열기' 뜨겁다

•   이데일리(P1): [단독]4차 재난지원금 '최소 15조' 사상최대…코로나 무풍지대 공무원은 제외

•   이데일리: [마켓인]“매각 전 지분 다이어트”…새해부터 줄 잇는 블록딜

•   이데일리: `영원한 공매도 금지` 靑청원 20만 넘겨…동학개미 `IMF` 이길까

•   이데일리: 넘치는 유동성…묻지마 급등 투자 주의보

•   이데일리: 중부발전, 中企·개도국 탄소감축 돕는다…삶의질도 개선

•   연합: 조선업황 개선에도 한중일 경쟁은 더 치열…LNG선 등에서 승부

•   뉴시스: [단독]한전, 1600㎿ 규모 '우즈벡 천연가스 복합발전' 수주전 참여

•   뉴스1: 두산건설·코오롱글로벌 컨소, '김해율하 더스카이시티' 3월 분양

•   뉴스토마토: (신년 인터뷰③-상)조용성 에너지경제연구원장 "탄소중립 못하면 자동차 수출 막힌다"

•   뉴스토마토: (신년 인터뷰③-하)조용성 원장 "전세계 에너지시스템 '3D'로 전환해야"

•   MBC: [집중취재M] 바다로 더 멀리, 더 크게…해상풍력 순풍?

•   이투데이: 두산인프라코어, DICC 우발채무 할인 제거로 '목표가↑' -하이투자증권

•   더구루: 두산, 英 스코틀랜드 수소사업 참여

•   더구루: 두산그리드텍·워센스, 분산형 에너지 자원관리시스템 美 공급

•   글로벌이코노믹: [글로벌-Biz24] 두산重, 베트남 송하우1발전소 2호 발전기 국가전력망에 연결

•   Power Engineering: Bloomberg NEF: Global corporate clean energy purchasing up 18% in 2020

•   reNews: Biden backs US offshore wind expansion

•   에너지경제: '사면초가' 발전 공기업…정책수행·구조개편 압박에 한전·민간사 협공까지

•   에너지경제: "정유업계, 저탄소·친환경 위협 부생수소로 극복해야"

•   에너지경제: "탄소중립위 탈석탄로드맵 보상안 마련하고 시기 앞당겨 개편 추진한다"

•   Equipment Journal: Kubota debuts two new dash 5 compact excavators

•   For Construction Pros: Pandemic Causes Dougle-digit Plunge in 2020 Commercial and Multifamily Construction Starts

•   대한경제: 문제는 증권사…“호텔ㆍ항공기ㆍ가스발전 부실 우려”

•   OilPrice.com: OPEC Withheld 1.3 Billion Barrels Of Oil To Prop Up Prices

•   OilPrice.com: Why China Can’t Replicate America’s Shale Boom

•   OilPrice.com: Saudi Arabia: “We Will Be Another Germany In Renewables”

•   OilPrice.com: New Oil Deals In Iraq Carry Serious Geopolitical Implications

•   OilPrice.com: China Continues To Be Main Driver For Oil Demand in 2021

•   전자신문(P1): 디지털 샌드박스 만든다...가상 공간에서 사업화 검증

•   전자신문: [이슈분석]국내에 들여오는 5종 백신 특징은?

•   전자신문: [R&D 100조원 시대 개막]〈하〉 R&D 투자 동력 유지해야

•   전자신문: [R&D 100조원 시대 개막]〈하〉 미래 유망 기술은?

•   디지털데일리: [DD퇴근길] 갤럭시S21 조기투입 이유가 있었구나

•   Phone Arena: Could we see а Galaxy Roll or Slide line this year? Samsung Display tips so...

•   Phone Arena: Honor confirms talks with Google; expects ties to resume soon

•   Robotics Tomorrow: What OEMs Look for in the Perfect Robot Supplier

•   Robot Report: Robot orders up 3.5% as non-automotive sales surged

•   로봇신문: 中 두봇, 데스크탑 협동로봇 ‘두봇 MG400’ 발표

•   Nikkei Asia: Japan's Renesas moves more automotive chip production in-house

•   Nikkei Asia: Corruption deepens COVID impact in developing Asia: report

•   Nikkei Asia: US vows to defend Philippines, including in South China Sea

•   Nikkei Asia: China coast guard law reignites Japan push for Senkaku security

•   Japan Times: Japanese automakers cutting output amid chip shortages

•   Economic Times: 20% of informal workers remain unemployed post-lockdown: Survey

•   Economic Times: India's 11.5% projected growth in FY22 will be largely mechanical: Gita Gopinath

•   Business Standard: India has flattened its Covid graph; no cases in 146 districts for 7 days

•   Hindustan Times: Auto sector going through long-term structural slowdown: SIAM

•   Folha de S.Paulo: More than 1.2 Million People Have Received the Covid Vaccine in Brazil

•   Viet Nam News: Corporate bond market forecast to be robust this year

[Opinions]

•   Project Syndicate(Pinelopi Koujianou Goldberg): The Problem with the COVID Convergence

•   FT(Editorial Board): ‘Buy American’ plan will not help US workers

•   FT(Editorial Board): The battle is under way to save the UK union

•   FT(Philip Stephens): The UK is partner and prisoner in US special relationship

•   FT(Megan Greene): Murphy’s law may yet apply to Joe Biden’s recovery plan

•   FT(Gillian Tett): Olive is the new green in fighting climate change

•   FT(Martin Sandbu): The revolutions under way in macroeconomics

•   FT(John Thornhill): Alexei Navalny protests show the power of digital ‘samizdat’

•   FT(David Allen Green): What the spat over AstraZeneca’s vaccine contract shows us

•   FT(Dan Joergensen): The EU must lift limits on Covid-19 aid to business

•   FT(Jamie Powell): No, Wall Street Bets is not a revolution

•   FT(Lex): AstraZeneca/Covid-19 vaccine: jab grab

•   FT(Lex): GameStop: flash mob vs Wall Street

•   WSJ(Daniel Henninger): Joe Biden’s Rule of Law Problem

•   WSJ(Karl Rove): Biden’s First Week Was a Race to the Left

•   WSJ(Joseph C. Sternberg): Italy’s Question Is Ours, Too: Who Will Spend the Covid Cash?

•   NYT(Editorial Board): Ease Up on the Executive Actions, Joe

•   NYT(Peter Hepburn, Yuliya Panfil): The Black Hole at the Heart of the Eviction Crisis

•   NYT(Ezra Klein): The New Virus Variants Make the Next 6 Weeks Crucial

•   NYT(Michael Tomasky): Why a Trump Third Party Would Be a Boon for Democrats

•   NYT(Noah Kulwin): Reddit vs. the Elites and the Dream of Taking GameStop ‘To the Moon’

•   WP(Editorial Board): Biden’s ‘Buy American’ plan is good politics — and awful economics

•   WP(Editorial Board): The best way to provide more pandemic relief is through bipartisan agreement

•   WP(Alan S. Blinder, R. Glenn Hubbard): We need to fight covid-19, not each other. Here are the keys to compromise on a relief deal.

•   WP(Jennifer Rubin): Ending zero-sum green energy politics is key. And it’s local.

•   WP(Paul Waldman): GM’s big announcement demands a change in how we talk about fossil fuels

•   WP(Leana S. Wen): America could be passing our darkest hour. But calamity could lie ahead if we don’t act.

•   WP(Michele Evermore): Why millions of unemployed workers may face unexpected tax bills

•   WP(Matt Viser): Five myths about Joe Biden

•   Bloomberg(Conor Sen): Robinhood Is Right to Save Day Traders From Themselves

•   Bloomberg(Justin Fox): Hey, Energy, We’re Kind Of Over You

•   Bloomberg(Tyler Cowen): Why Europe’s Vaccine Politics Are Worse Than America’s

•   Bloomberg(Brian Chappatta): GameStop Frenzy Forces a Look at Zero-Fee Options

•   Bloomberg(John Authers): Outside the GameStop Bubble, Stocks Have Concerns

•   Bloomberg(Barry Ritholtz): How to Manage Your Investments Late in a Cycle

•   Bloomberg(Liam Denning): Tesla’s GameStonk Valuation Needs More Than This

•   Bloomberg(Chris Hughes): Vaccine Dogfight Puts AstraZeneca in a Hard Spot

•   Bloomberg(Cass R. Sunstein): Trump Judges Won’t Be Biden’s Highest Legal Hurdle

•   Bloomberg(Ramesh Ponnuru): Trump Is Already Being Censured

•   Bloomberg(Lionel Laurent): GameStop's ‘French Revolution’ Is a Crypto-Farce

•   Bloomberg(Therese Raphael): How Did Britain Get It So Wrong and So Right?

•   Bloomberg(Ferdinando Giugliano): The Big Question: What’s Europe’s Place In The World After The Pandemic?

•   Bloomberg(Leonid Bershidsky): If Machines Ruled Us, Lockdowns Would Be Tougher

•   Bloomberg(Tim Culpan): A Weakened Giant Shows All Tech Isn't Created Equal

•   Bloomberg(Tom Wipf): Libor’s Endgame in the U.S. Requires Urgent Preparation

•   Bloomberg(Amanda Little): John Kerry's Climate Plan, in His Own Words

•   CNBC(Erik Fyrwald): Biden administration should look to regenerative agriculture to help advance climate action

•   CNN(Jeffrey Sachs): Biden's most important stimulus measure of all

•   CNN(Sachiko Ozawa): The right vaccination plan can speed up US economic recovery. Here's what it should include

•   MarketWatch(Paul Brandus): Intel’s build-in-America emphasis is about more than profits — it’s also about national security

•   Fox News(David Bossie): Biden and the impeachment charade – it's time for president to step up in name of unity

•   Fox News(Steve Scalise, Yvette Herrell): Biden's reckless, job-killing energy executive orders must be reversed

•   Reuters(John Kemp): Non-energy commodity prices rise at fastest rate since 2011