Business Intelligence Monitor 210202

(Introduction)

[Markets]

•   Global: Shares rally, retail surge drives silver to 8-year high

•   UK: Sterling strengthens on vaccine optimism, approaches 3-year high

•   한국: 기관 매수에 코스피 2.7% 급등…3,000선 회복

•   한국: 공매도 표적' 셀트리온 15% 급등…한국판 게임스톱되나

•   한국: 두산그룹주 다 올라, 오리콤 11%대 두산인프라코어 7%대 뛰어

•   Oil: China oil futures hit record levels

•   Metals: Doubts over Chinese demand weigh on copper

•   Grains: Corn falls from 7-1/2 year highs after U.S. sales to China

[Indicators]

•   US Dec. Construction spending: U.S. construction spending hits record high in December

•   US Jan. Manufacturing PMI(ISM): U.S. Manufacturing Growth Continued Early in 2021

•   Eurozone Dec. Employment: Euro zone Dec unemployment stable at 8.3% as expected

•   Eurozone Jan. Manufacturing PMI(final): Italy’s export-dependent factories thrive but Spain lags behind

•   Germany Dec. Retail sales: Germany's stricter lockdown sinks retail sales in December

•   China Jan. Manufacturing PMI(Caixin): China's January factory activity expands at slowest pace in 7 months: Caixin PMI

※   SCMP: China’s new coronavirus outbreaks expose vulnerable economic recovery as January factory activity slows

•   한국 1월 무역수지: 반도체 끌고 자동차 밀고' 1월 수출 11.4%↑…역대 2위

•   한국 1월 정기예금 잔액: "예·적금 깨서 증시 올라타자"…지난달 은행서 16조 증발

•   한국 1월 소상공인 경기체감지수: 소상공인 체감경기 10개월 만에 최악

•   India Jan. Manufacturing PMI: India's Jan factory activity hit 3-month high, job cuts subside

•   Indonesia Jan. CPI: Inflation slows as COVID-19 restrictions reduce demand

•   Vietnam Jan. CPI: Consumer price index rises 0.06 percent in January

•   Russia Dec. GDP: Russia Suffers Smaller Economic Slump Than Peers in 2020

•   OPEC Jan. Oil production: OPEC’s Planned Output Increase Is Offset by Africa Disruptions

•   Iraq Jan. Oil exports: Iraq Raises Crude Oil Exports In January

[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: Republicans Propose $618 Billion Covid-19 Stimulus Plan

•   WSJ: Biden Invites Republican Senators to Discuss Covid-19 Relief Plans

•   WSJ: Covid-19 Stimulus Checks and More: How the GOP and Biden Plans Compare

•   WSJ: Stimulus Debate Tests Limits of Democrats’ Election Mandate

•   WSJ: U.S. Economy Is Expected to Reach Pre-Pandemic Peak by Mid-2021

※   CBO: An Overview of the Economic Outlook: 2021 to 2031

•   WSJ: Pandemic Wears on Essential Workers: ‘Everybody Forgets That You’re Still on the Front Line’

•   WSJ: Covid-19 Vaccines to Stress-Test Grocery Stores and Pharmacies

•   WSJ: Fast-Spreading Covid-19 Variant Surges in Brazil, Worrying Scientists

•   WSJ: Fed’s Kashkari: Fed Shouldn’t Pull Back on Aid

•   WSJ: Myanmar’s Coup Derails Fragile Democracy, Posing Test for Biden

•   WSJ: Biden Plans ‘Appropriate Action’ After Myanmar Coup, but U.S. Leverage Is Limited

•   WSJ: Myanmar Coup: What We Know About Aung San Suu Kyi’s Detention

•   WSJ: Iran Launches New Rocket, Showing Advances in Potential Missile Technology

•   WSJ: EU Aims to Seal Data-Flow Deals With U.S. and Britain

•   WSJ: Biden Administration Asks Supreme Court to Cancel Arguments on Border Wall, Asylum Policy

•   WSJ: Robinhood Raises Another $2.4 Billion From Shareholders

•   WSJ: Tesla’s Elon Musk Speaks With Robinhood Boss About GameStop Stock Trading

•   WSJ: Reddit’s Silver Rush Is Another Symptom of Market Madness

•   WSJ: Ford to Use Google’s Android System in Most Cars

•   WSJ: Facebook to Counter Apple Privacy Update With Its Own Prompt

•   NYT: 77 Days: Trump’s Campaign to Subvert the Election

•   NYT: What We Learned from Trump's Effort to Overturn the 2020 Election Results

•   NYT: Effort to Include $15 Minimum Wage in Relief Bill Poses Test for Democrats

•   NYT: An Emboldened Extremist Wing Flexes Its Power in a Leaderless G.O.P.

•   NYT: How the Stock Market’s Relentless Rise Saved Companies

•   NYT: PPP Aid to Small Businesses: How Much Did $500 Billion Help?

•   NYT: Not yet desperate, Japan and South Korea plod toward vaccinations.

•   WP: The GameStop stock situation isn’t about populism. It’s about whether the market is ‘real.’

•   WP: The two ways a pandemic relief bill could pass, explained

•   WP: Dozens of countries have no plan to vaccinate refugees. That could leave everyone at risk.

•   WP: A fast, at-home coronavirus test will be available to Americans this year

•   WP: Russian prosecutor seeks jail time for Kremlin critic Navalny

•   WP: Japan’s pharmaceutical industry is huge. But it was left behind in race to get vaccines to Japanese citizens.

•   WP: Huawei official speaks out on why he resigned after The Post reported the tech giant had worked on a 'Uighur alarm’

•   WP: New diabetes cases linked to covid-19

•   FT: EU vaccines blame game intensifies

•   FT: EU responds to vaccine exports backlash

•   FT: US health agency alarmed by slow vaccination of African-Americans

•   FT: The EU’s quixotic plan to shame China over labour rights

•   FT: Oxygen shortages bite in poorer countries battling Covid

•   FT: South African Covid strain prompts ‘surge testing’ in England

•   FT: UK manufacturing ‘close to stalling’ as Brexit and Covid hit supplies

•   FT: Borrowing costs for risky companies push towards historic lows

•   FT: India eyes global vaccine drive to eclipse rival China

•   FT: Most care home residents in England offered vaccine

•   FT: Robinhood’s bid to ‘democratise finance’ collides with Wall St reality

•   FT: BoE set to hold back on further economic stimulus

•   FT: Mexican electricity reform set to raise trade tensions with US

•   FT: Sunak agrees to tie own hands and stick with Tory ‘triple tax lock’

•   FT: Twitter suspends Indian accounts after government pressure

•   FT: Vaccine rollout under Biden struggles to live up to campaign pledge

•   FT: Myanmar coup blindsides the west

•   FT: US shale oil: can a leaner industry ever lure back investors?

•   FT: Ford exit casts long shadow over Brazil’s car industry

•   Bloomberg: Biden to Focus on Trade Enforcement After Years of Trump Tariffs

•   Bloomberg: EU Presses Biden for Truce on Tariffs Over Metals, Plane Trade

•   Bloomberg: Biden’s Promised $1,400 Checks Are Even Dividing the White House

•   Bloomberg: J&J Raises EU Concern With Plan to Package Vaccines in U.S.

•   Bloomberg: Pandemic Watchdog Is Probing Mnuchin, Cruz Roles in Fed Lending

•   Bloomberg: U.S. Treasury Slashes Quarterly Borrowing More Than Expected

•   Bloomberg: Merkel Says All Germans to Be Offered Vaccine by End of Summer

•   Bloomberg: Thai Households Pile up Debt as New Virus Wave Weighs on Income

•   Bloomberg: Pandemic Baby Boom Turned Out to Be Bust Despite Lockdown

•   Bloomberg: JPMorgan Strategists Say Reddit Army Won’t Spur Big Market Drop

•   Bloomberg: Redditors Targeting Silver Poised to Propel Solar-Panel Costs

•   Bloomberg: BOE Likely to Embrace Negative Interest Without Using Them

•   Bloomberg: Mortgage-Bond Returns Defied Multiple Headwinds in Stellar Month

•   Bloomberg: Portugal Says Intensive-Care Unit Occupancy Rate Is About 94%

•   Bloomberg: South Africa Secures Additional Vaccines, Eases Booze Ban

•   Bloomberg: Iran Tells U.S. That a Mere Signature Won’t Fix Nuclear Deal

•   Bloomberg: ESG Risks Top the List of Near-Term Concerns for Bank Executives

•   Bloomberg: VW CEO Tells Managers to Prepare for ‘Significant’ Market Upturn

•   Bloomberg: Fifteen-Hour Brexit Wait Prompts Freight Firms to Avoid U.K.

•   Bloomberg: Biggest Economies’ Climate Policies Fall Short of Paris Goals

•   Bloomberg: Coal to Exit From U.S. Power System by 2033, Morgan Stanley Says

•   Bloomberg: Redditors Targeting Silver Poised to Propel Solar-Panel Costs

•   Reuters: Fed officials say U.S. economy still in depths of recession, more relief needed

•   Reuters: U.S. patients scramble for appointments for second COVID-19 vaccine dose

•   Reuters: China mutual funds draw heavy inflows amid stock frenzy

•   Reuters: Timeline: Events in troubled Myanmar since Suu Kyi's NLD party came to power

•   Reuters: Explainer: Crisis in Myanmar after army alleges election fraud

•   Reuters: Explainer: All eyes on Myanmar army chief Min Aung Hlaing as military seizes power

•   Reuters: Analysis: Delay to U.S. China investment ban leaves U.S. investors in limbo

•   Reuters: Analysis: Reddit is coming for silver. A short squeeze? Unlikely

•   Reuters: Analysis: GameStop saga may provide early test of Biden administration ethics pledges

•   Reuters: Analysis: Indian ARC may only give banks respite from toxic debt flood

•   CNN: Tesla's dirty little secret: Its net profit doesn't come from selling cars

•   CNN: The real cost of being the ultimate Samsung fan: Nearly $91,000

•   CNBC: Amazon, Alphabet and Salesforce are all investing in a $28 billion company that crunches big data

•   CNBC: EU's vaccine export controls could damage global vaccine supply

•   CNBC: New chart shows China could overtake the U.S. as the world’s largest economy earlier than expected

•   CNBC: ‘Europe is in a deep hole’: Recovery set to take longer amid ‘disappointing’ Covid vaccine rollout

•   CNBC: Wind turbine plant in Britain to get power from renewable gas

•   CNBC: As silver soars, Commerzbank warns of bubbles in other commodities

•   SCMP: Could New Zealand serve as an ‘honest broker’ to repair ties between China and the West?

•   SCMP: Coronavirus: after Wuhan, it’s time for global response reset, says Covid-19 probe chief

•   SCMP: Coronavirus: as millions are vaccinated, foreigners in China seek clarity over how and when to get the jab

•   SCMP: Coronavirus: WHO investigators visit provincial disease control centre in Wuhan

•   Nikkei Asia: Soaring container rates risk stifling post-COVID recovery

•   Nikkei Asia: Japan to extend COVID-19 state of emergency

•   Nikkei Asia: UK formally applies for TPP: Are Thailand, South Korea and China next?

•   Nikkei Asia: Japan slow to join global chorus denouncing Myanmar coup

•   Nikkei Asia: Europe pivots to Indo-Pacific with 'multipolar' ambitions

•   Nikkei Asia: Japan's Chiyoda to ship hydrogen at room temperature

•   매경(P1): 100대 상장사 ESG점수 3년째 제자리

•   매경: 주식시장 이끄는 ESG, 우수기업 3인방 꼽아보니

•   매경: ESG자료 199개…뉴스 하루 1만건 AI가 분석해 산출

•   매경(P1): 인상률 틀어막자 집주인도 세입자도 '소송'…전세분쟁 20배 폭증

•   매경: "방 뺄테니 위로금 1억 달라"…집주인·세입자 서로 '웬수'됐다

•   매경: "결국 서민만 울렸다"…아파트 전세값 16% 급등

•   매경(P1): 文 "3차 지원금 매우 부족"…4차 준비 시사

•   매경: [단독] '선거 다가오니'…"3%룰 문제있다" 보완한다는 野

•   매경: "눈물 머금고 잘랐죠"…알바쓰는 자영업자 16만명 줄었다

•   매경: 요즘 車 사면 아재?…2030 잡은 렌터카, 4년만에 2배↑

•   매경: 완성차 구독경제도 잘나간다

•   매경: [단독] 친노조 文정부 4년…노동분쟁 38% 늘었다

•   매경: 재택 근무까지는 좋았는데…월급은 7.4%나 깎였다

※   한국은행: 코로나19 확산과 사회적 거리두기가 임금 및 소득분배에 미치는 영향

•   매경: "신용대출 받기 어렵네"…신한銀, '마통' 딱 5천만원까지만

•   매경: 코스피 3000 재탈환…아직도 40% 상승여력 남아있는 업종

•   매경: 3기 신도시 과열 불보듯…1순위 청약통장 두배 몰렸다

•   매경: 매매·분양가 격차는 역대최대

•   한경(P1): 전기차 충전기 3만기 신설…미래차 30만대 시대 연다

※   환경부: 2021 정부 업무보고「회복·포용·도약 대한민국 2021」- 국민이 체감하는 성과, 미래를 준비하는 탄소중립 -

•   한경: 전기차 충전 어디서? 이젠 고민 끝…"주유소보다 편해질 것"

•   한경(P1): 건보 콜센터 파업…'제2 인국공' 되나

•   한경: '인국공' 정규직 전환 4년째 진통…채용비리까지 불거져

•   한경: "건보 사태, 터질 게 터졌다"…청년 "이게 공정이냐" 또 분노

•   한경: 정부, 시스템반도체 R&D에 2400억원 지원…"글로벌 K팹리스 육성"

•   한경: 한국기업들 비상…포스코인터 가스전에 영향 미치나 '촉각'

•   한경: "서울서 평당 1000만원 가능"…'반값 아파트' 공약 꺼

•   한경: 대기업 계열사, 3개월 새 44곳 늘었다

•   한경: 통계청, 공공빅데이터 시스템 만든다

•   한경: "협력사·스타트업 함께 크자"…ESG의 중심에서 '상생'을 외치다

•   한경: 올해 車 판매 회복 전망…전기차 경쟁 치열

•   한경: 美, 동맹국과 5G 발전기금 설립…'反中 포위망' 좁힌다

•   한경TV: [단독] "아파트 하자민원 가장 많은 브랜드는 어디?"

※   이어 두산건설(156건), 계룡건설(147건) 순

•   서경(P1): 전기차 배터리 시장 올해 10배 커진다

•   서경: 中·EU 연합군 맹추격에···K 배터리 '증설드라이브'

•   서경(P1): SK하이닉스 'EUV 공정 D램 시대' 열어

•   서경: D램·낸드 양날개로 슈퍼사이클 대비···최태원 "더 큰 꿈 꾼다"

•   서경: SK하이닉스 성과급 내홍에...최태원 "작년 연봉 전액 반납"

•   서경: 파운드리 풀가동에도···'쇼티지' 상반기 내내 이어질 듯

•   서경: [단독] 신고가에 판 아파트 한달뒤 거래취소···가격왜곡 불렀다

•   서경: 수주 순항..."하반기 선가 상승 본격화할 것"

•   서경: 中企 반발에···권칠승 "중대재해법 바꿀 부분 찾겠다"

•   서경: 지난해 주식 투자 'B·T·S'가 대세

•   서경: SK건설, 우즈베키스탄 발전소 현대화 프로젝트 수주

•   조선(P1): “北신포에 원자로 건설, 3개안 중 설득력 있어”

•   산업부: (참고자료)북한 원전건설 문건 관련 자료 공개

•   조선: “美·北관계 불확실, 당장은 北원전 힘들다” 단서 단 산업부

•   조선: 文, 야당 공세에 “구시대 유물같은 정치”… 野 “힘으로 진실 은폐”

•   조선: 3개안 장단점 분석… ‘北 위해 신한울 재개, 탈원전과 모순’ 지적도

•   조선: [알립니다] 13선·6선… 美정치 거물들이 말하는 ‘바이든시대 韓美 관계’

•   조선: 서울대병원까지 확진자 나와… 심상찮은 대형병원發 감염

•   조선: 거액 자산가 절반 “예금서 5억이상 빼 주식투자할 것”

•   조선: 테슬라, 中 전기차 업체 BYD 지분 20% 인수 추진

•   조선비즈: 北 발전량은 남한의 4.4%…직접 송전·원전건설 등 전력지원 나올때마다 논란

•   조선비즈: 2018년 5월 산업부, 北원추 문건 왜 만들었나...상부지시 or 과잉충성?

•   조선비즈: 격화하는 ‘북한 원전 건설’ 논란… 여적·이적죄 뭐길래?

•   조선비즈: [위기의 한국차]② 미래차 패러다임 바뀌는데... 파업→투자축소 악순환

•   중앙(P1): 2018년 남북 정상회담 준비위, 北원전 문건 취합 정황

•   중앙: 국민 73% “코로나로 스트레스”…2030세대 3명 중 1명만 “백신 맞겠다”

•   중앙: 김정은 금고지기 사위 “북한은 핵포기 못해, 계속 제재해야”

•   중앙: 블링컨 “한반도 비핵화 위해 추가제재·외교적 인센티브 고려”

•   중앙: [단독]산업부 이어 가스公도…그때 北원전 보고서 만들었다

•   동아: 1인 주택 반값 공급용… 상가-호텔 매입 착수

•   동아: 풀리는 50조 보상비… 증시 뜨겁자 “주식투자 고민”

•   문화(P1): 丁총리 “코로나 안정세 땐 설 前이라도 방역조치 완화”

•   문화: 중부발전, 신재생에너지 비중확대 가속도

•   한국(P1): "아스트라제네카, 고령자에 접종 가능" 정부, 한숨 돌렸지만...

•   세계(P1): “서울 최대 30만호 공급” 당정, 대책 막바지 조율

•   머니투데이(P1): 'SK·상의' 두 날개로 E·S·G 향한 최태원 회장의 날개짓

•   머니투데이(P1): 금융지주 배당축소 불가피, 주주 설득 나선다

•   머니투데이(P1): 산은-현대차, 미래 모빌리티 산업 이끌 벤처기업 발굴 나선다

•   머니투데이: "백신 덜 급했던 한국, '변이'라는 복병 맞았다"

•   머니투데이: [단독]북 원전지원 문건 산업부에 그냥 있다..은폐 주장이 조작

•   머니투데이: 코스피 8조·코스닥 3412억 팔아치운 '무책임한 연기금'

•   머니투데이: 주요 상장사 작년 실적 선방… 높아진 기대치도 충족

•   머니투데이: 1월 평균 거래대금 41.6조…전년 대비 3.5배 늘었다

•   더벨: [수소 밸류체인 리포트]'선구자' 현대차그룹, 에너지 전환이 반갑다

•   헤럴드경제(P1): 코로나가 낳은 ‘격차’…경제·사회 분열 씨앗

•   헤럴드경제: 팬데믹, 부익부 빈익빈 ‘부스터’ 되다 [코로나가 불러온 격차 ①자산·소득]

•   헤럴드경제: ‘벼락부자 vs 벼락거지’ 만든 부동산 시장[코로나가 불러온 격차 ①자산·소득]

•   헤럴드경제: 글로벌도 부자 곳간만 넘쳐났다 [코로나가 불러온 격차 ①자산·소득]

•   헤럴드경제(P1): ‘공매도 맞선 개미들’…한국판 게임스톱 현실화하나

•   헤럴드경제: 한투연, 공매도와의 전쟁 선언…자신만만한 개미들 [계속되는 공매도 논란]

•   헤럴드경제: 게임스톱 공매도로 한달새 자산 ‘반토막’…헤지펀드 손실 눈덩이 [계속되는 공매도 논란]

•   파이낸셜뉴스(P1): 서울 공화국'… 성장기회 빼앗긴 지역경제

•   파이낸셜뉴스: 소비는 바닥, 수출만 호황… 소득격차 더 벌어진 'K자형 양극화' [불균형 커지는 한국경제]

•   파이낸셜뉴스: ‘팔까 말까’… 롤러코스터 증시에 가슴 졸이는 주린이들

•   파이낸셜뉴스: 국내 완성차 해외서 ‘날갯짓’… 1월 판매실적 2.3% 늘었다

•   파이낸셜뉴스: 디지털여권에 백신유통 추적… 코로나 극복 앞당기는 블록체인

•   파이낸셜뉴스: BBB급 두산인프라코어까지 완판.. A급 회사채 수요예측 역대급 흥행 [마켓워치]

•   아시아경제(P1): [단독]15만호+α 주택 공급…재건축 초과이익환수제 손본다

•   아시아경제: [단독]중앙정부가 재건축·재개발 끌고가게…단발성 인허가권 준다

•   디지털타임스(P1): 자산시장 들끓는데 실물경제는 곡소리

•   이데일리(P1): "6개월간 한번도 채 안갔다"‥천덕꾸러기 된 은행지점

•   이데일리(P1): [더 뜨거워진 IPO]낮아진 문턱…"따상 맛보자" 개미군단 진격

•   이데일리: [더 뜨거워진 IPO]한달간 56조 몰렸다…‘균등배정’ 타고 열기

•   이데일리: [더 뜨거워진 IPO]달라진 청약…10만원 넣어 5주 받는다고?

•   이데일리: [더 뜨거워진 IPO]올해도 줄줄이 IPO 초대어 출격준비

•   이데일리: [르포]주가폭등은 딴세상 얘기…게임스탑 매장은 '한산'

•   이데일리: '삼성·SK·마이크론' 메모리 빅3, 차세대 D램 개발 경쟁 본격화

•   연합: 부당휴업 판정승' 두산중공업 사무직 노조, 사측에 사과 요구

•   더구루: 스웨덴 '환경소녀' 툰베리, '한전·수출입은행 참여' 베트남 석탄발전 반대

•   에너지경제: [단독] "신재생E 급증 뒷감당 못하는 정부"…장기계약 못해주는 물량 갈수록 늘어

•   Equipment Journal: Doosan’s largest and most powerful excavator is now available

•   대한경제: 한식구 되는 ‘두산인프라ㆍ현대건설기계’…실적 희비

•   대한경제: 미래차ㆍ반도체 ‘동맹시대’…차ㆍ전자ㆍIT업계 합종연횡 급물살

•   OilPrice.com: Goldman Expects Oil Demand To Rebound To 100 Million Bpd By August

•   Verge: Samsung drops Galaxy Z Flip 5G price $250, but it’s still expensive

•   전자신문: [이슈분석]로컬 5G, 독일·영국·일본 등 준비 활발

•   전자신문: [이슈분석]한국 '5G 특화망' 추진...28GHz 대역 우선 분배 예정

•   전자신문: 원전해체핵심기술개발사업, 본 예타 탈락...정부, 정책 재설계

•   전자신문: '뉴노멀 시대, 반도체 미래 전망' 세미콘코리아 3일 개막

•   전자신문: [해설]차세대 메모리 EUV로 선점…SK하이닉스 D램 팹 'M16' 준공 의미

•   ZDNet Korea: 자율차일까? OS 확장일까?…애플카 두 가지 시나리오

•   Phone Arena: Apple's iPhone 12 series and Samsung's Galaxy S20 FE 5G kept the US market afloat in Q4 2020

•   Robotics & Automation News: The business case for autonomous mobile robots in manufacturing

•   Robot Report: 10 most popular stories of January 2021

•   헬로티: 2시간 연속 비행 가능한 DMI 수소 드론. 그 기능과 설계는?

•   Business Standard: GDP to fiscal deficit: Key numbers investors must watch in Budget 2021

•   Business Standard: Budget 2021 is fiscally stimulating, but more on expenditure side

•   Business Standard: 5G roll out 'soon' in India, mass adoption could still be years away

•   Folha de S.Paulo: Brazil Begins 2021 with Highest Number of People in Extreme Poverty in a Decade

•   Folha de S.Paulo: Center-Right Political Parties Try to Regain Leadership of The Congress Six Years after Cunha's Victory

•   TASS: Russia may file lawsuit over hindrances to Nord Stream 2, Medvedev says

•   Myanmar Times: Muse border trade stalls, Myawaddy trade remains unaffected

[Opinions]

•   Project Syndicate(Ricardo Hausmann): Can Cheap Countries Catch Up?

•   Project Syndicate(Joschka Fischer): The Empires Strike Back at Europe

•   Project Syndicate(Faith Stevelman, Sarah C. Haan): Corporate Governance after GameStop

•   Project Syndicate(Mark Leonard): The Crisis of American Power

•   Project Syndicate(Joseph E. Stiglitz): Biden Goes Big

•   Project Syndicate(Kaushik Basu): This Decade’s Growth Champions

•   FT(Editorial Board): Joe Biden’s climate measures are just a start

•   FT(Editorial Board): Myanmar coup reverses a fragile democracy

•   FT(Gideon Rachman): Why the European Commission failed the vaccine challenge

•   FT(John Plender): GameStop is just latest sorry case of misallocated capital

•   FT(Sam Bowman): Covid gives UK a chance to repair relations with the Irish Republic

•   FT(Patti Waldmeir): US companies take baby steps towards racial diversity

•   FT(Vome Aghoghovbia-Gafaar): Why Sub-Saharan Africa’s teeming cities need electric vehicles

•   FT(Michael Skapinker): Facing up to the demands of post-Brexit business travel

•   FT(Oren Cass): Joe Biden should be doing more that really helps workers

•   WSJ(James Freeman): Why Won’t the President Listen to the Experts?

•   WSJ(Scott Gottlieb): Another Promising Vaccine, This One From Johnson & Johnson

•   WSJ(David Battan): Why Brokers Had to Restrain Trading in GameStop Shares

•   NYT(Paul Krugman): The Republican Economic Plan Is an Insult

•   WP(Jennifer Rubin): What the Republican counteroffer to Biden’s stimulus plan means

•   WP(Jennifer Rubin): Prosecuting Trump is more essential than ever

•   WP(Paul Waldman): How Trump is forcing Republicans to debase themselves one more time

•   WP(Greg Sargent): Republican gerrymandering efforts give Biden a good reason to go big on his stimulus plan

•   WP(Michael Gerson): Trumpism is American fascism

•   WP(Dan Becker, James Gerstenzang): Biden can, and should, do more to protect the planet

•   WP(Carl Bildt): China is a rising digital superpower. Europe and the U.S. must catch up — together.

•   Bloomberg(Brian Chappatta): Short-Term Interest Rates Demand Your Attention

•   Bloomberg(Andy Mukherjee): Can India Spend Its Way to a V-Shaped Recovery?

•   Bloomberg(Nir Kaissar): GameStop Furor Inflicts Lasting Pain on Hedge Funds

•   Bloomberg(Michael R. Strain): How to Make a (Modest) Minimum-Wage Hike Work

•   Bloomberg(Jonathan Bernstein): Are Republicans Serious About a Relief Deal?

•   Bloomberg(Martin Ivens): Is Boris Johnson Still Prime Minister of the United Kingdom?

•   Bloomberg(Hal Brands): U.S. Needs to Deny, Not Dominate, China in the Indo-Pacific

•   Bloomberg(Andreas Kluth): The Risk of Nuclear Cataclysm Is Increasing

•   Bloomberg(Matt Levine): The Game Moves On to Silver

•   CNBC(Leon Cooperman): Leon Cooperman on GameStop, the Fed and the myth about the rich and taxes

•   CNN(Fatih Birol): IEA head: The world isn't moving fast enough on clean energy

•   CNN(Richard N. Bond): The GOP's post-Trump dilemma

•   Fox News(Liz Peek): Biden's first 10 days – here's how he infuriated half the nation in record time

•   Reuters(John Kemp): Oil prices stall, hedge funds cautious buyers

•   Reuters(Clyde Russell): Iron ore dilemma - Will China actually cut steel output?

•   Reuters(Andy Home): Base metals analysts turn cautious after stellar rally

•   매경(유승훈): 탄소중립, 이제는 비용을 말할 때

•   매경(김세형 ): 홍두사미된 기재부 위상

•   중앙(김영익): 거의 모든 지표가 2000년, 2008년 거품 붕괴 전과 유사

•   문화(사설): 北 원전 추진 利敵 논란…도보다리 대화 공개가 핵심이다

•   헤럴드경제(사설): 北 원전 문건 논란…국민이 납득할 해명 내놓아야

•   이데일리(사설): 北원전 추진 의혹 , 진실 가려 소모적 논쟁 빨리 끝내자

•   전자신문(박재근): CES2021을 돌아보며