Business Intelligence Monitor 210203

(Introduction)

[Markets]

•   Global: Global equities rally as more U.S. stimulus looms, silver slides

•   한국: 외인 매수에 코스피 1.3% 상승 마감…3,090선

•   한국: 삼성전자 시가총액, 첫 역전 10년 만에 日 1위 도요타의 2배

•   한국: 두산그룹주 상승 많아, 두산퓨얼셀 2%대 두산밥캣1%대 올라

•   한국: 국채금리 '들썩'…韓銀 통화정책 약발 안먹혀

•   Metals: Copper heads towards six-week low as China holiday looms

•   Precious: Silver price retreats rapidly in blow to new retail buyers

•   Grains: Corn eases as traders assess exports

[Indicators]

•   Eurozone Q4 GDP: Eurozone economy plunges into double-dip contraction

※   eurostat: GDP down by 0.7% in the euro area and by 0.5% in the EU

•   UK Jan. Housing prices: UK house prices fall for first time since start of stamp duty holiday

※   FT: Housing market shows signs of slowing down

•   한국 1월 CPI: 1월 소비자물가 넉달째 0%대…"국민 체감 농축수산물은 올라"

•   한국 1월 외환보유액: 1월 외환보유액 4천427억달러…10개월 만에 감소

•   한국 1월 주택가격 동향(KB): 수도권 아파트 평균 전셋값 4억도 넘었다

•   Japan Jan. Car sales: Japan new car sales rise 6.8% in Jan. despite coronavirus pandemic

•   India Jan. Balance of trade: Exports rise 5.37% in Jan to $27.24 bn over growth in pharma, engineering

•   Brazil 2020 Mineral production: Brazil’s 2020 mineral production topped 1 billion tonnes, up 2.5%

[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: Russian Covid-19 Vaccine Was Highly Effective in Trial, Boosting Moscow’s Rollout Ambitions

•   WSJ: Covid-19 Vaccine Supply to States to Rise Again, Biden Administration Says

•   WSJ: How Europe Tripped in Covid-19 Vaccine Race

•   WSJ: Coup Puts Myanmar at the Center of U.S.-China Clash

•   WSJ: Biden Keeps Aluminum Tariffs on U.A.E., Reversing Trump Policy

•   WSJ: USDA Nominee Vilsack Casts Farmers as Leaders in Climate Fight

•   WSJ: Traders Who Launched GameStop Frenzy Are Turning Against New Members

•   WSJ: Two Small-Time Investors Were Buying GameStop Stock Before It Was Cool

•   WSJ: Silver ETF at Center of Reddit-Fueled Surge

•   WSJ: Jeff Bezos to Step Down as Amazon CEO

•   WSJ: Google Rides Global Ad Recovery to Record Revenue

•   WSJ: Oil Companies Endure Brutal 2020, Warn of Slow 2021 Recovery

•   WSJ: Russian Arctic Oil Taints BP’s Green Shift

•   WSJ: Auto Makers Abandon Challenge to California on Emissions Rules

•   WSJ: Tesla Recalls Roughly 135,000 Vehicles Over Touch-Screen Failures

•   NYT: Trump’s actions described as ‘a betrayal of historic proportions’ in trial brief filed by House impeachment managers

•   NYT: Biden's Executive Orders: President to Sign 3 Rolling Back Trump's Immigration Agenda

•   NYT: Russian Activist Navalny Sentenced to More Than 2 Years in Prison

•   NYT: Myanmar’s Army Is Back in Charge. It Never Truly Left.

•   NYT: The Daily: Joe Biden’s Climate Plan

•   WP: The GameStop stock craze is about a populist uprising against Wall Street. But it’s more complicated than that.

•   WP: Biden urges Senate Democrats to go big on his relief package, warns against smaller plan

•   WP: White House open to narrowing who qualifies for stimulus checks but keeping payments at $1,400 per person

•   WP: From Mayor Pete to Secretary Buttigieg: Appearances hint at expansive role for Pete Buttigieg

•   WP: U.S. response to coronavirus variants emphasizes masks and vaccines instead of lockdowns

•   WP: Myanmar’s military is back in charge after coup. But it faces a nation transformed.

•   WP: She often used Myanmar’s parliament as the backdrop for her workout videos. Then a coup happened.

•   FT: Mario Draghi asked to form new Italian government

•   FT: China warns Biden not to meddle in Hong Kong and Xinjiang

•   FT: Vaccine concerns rise as variant fuelling UK infections mutates

•   FT: AstraZeneca study supports UK decision to delay second doses

•   FT: Pfizer expects $15bn in Covid vaccine revenue this year

•   FT: Japan says nuclear crucial to hitting net zero goal by 2050

•   FT: Germany to beef up financial regulator in wake of Wirecard scandal

•   FT: Protests at top Turkish university trigger more than 150 arrests

•   FT: Biden to order review of critical US supply chains

•   FT: Gove urges Brussels to take action as Northern Ireland tensions rise

•   FT: Scotland pledges own quarantine system for overseas arrivals

•   FT: French panel advises against giving Oxford/AstraZeneca jab to over-65s

•   FT: African countries look beyond west for vaccines

•   FT: Is the UK housing market on fragile foundations?

•   FT: Alibaba slows as regulators circle

•   FT: Ministers seek views on powers for new post-Brexit state aid watchdog

•   FT: Beijing lays down a marker in South China Sea

•   FT: US oil and gas fears end of the line for big pipe projects

•   FT: Balkan nations turn to China and Russia for jabs

•   FT: Central banks take rare step of flagging currency sales in advance

•   FT: Asia benefits from sharp shift in cross-border investment flows

•   FT: Mexico holds the line on its oil bet amid mixed returns

•   Bloomberg: 12 Burning Questions About the Myanmar Coup, Answered

•   Bloomberg: ‘Hundreds’ of Myanmar Lawmakers Under House Arrest After Coup

•   Bloomberg: China Stockpiles Chips and Chip-Making Machines to Resist U.S.

•   Bloomberg: China Faces a Liquidity Test Just Days After Crunch Passed

•   Bloomberg: Controversial Homegrown Vaccine Risks Derailing India’s Rollout

•   Bloomberg: SpaceX’s Second Starship Test Ends in Another Fireball

•   Bloomberg: Fed Finds Race, Gender Disparities Cut U.S. GDP by $2.6 Trillion

•   Bloomberg: Biden, Yellen Tell Democrats GOP Plan Too Small: Stimulus Update

•   Bloomberg: Asia Pushes U.S. Supertanker Port’s Oil Shipments to Record

•   Bloomberg: Merkel Says Germany Ready to Look at Russia’s Sputnik Vaccine

•   Bloomberg: U.K.’s Sunak Set to Protect Pensioners With ‘Triple Lock’ Pledge

•   Bloomberg: Does Wearing Two Masks Provide More Covid-19 Protection?

•   Bloomberg: Fauci Says CDC May Recommend Wearing Two Masks to Fight Virus

•   Bloomberg: EU Chief Says She Was Responsible for Gaffe Over Vaccine Exports

•   Bloomberg: Massive India Borrowing Loads Pressure on RBI to Tame Yields

•   Reuters: Moderna proposes filling vials with additional doses of COVID-19 vaccine

•   Reuters: China seen using 6-7% more power in 2021, adding 140 GW renewable capacity

•   Reuters: Siemens Energy to cut 7,800 jobs in face of coal phase-out

•   Reuters: U.S. housing market immune to COVID-19 pandemic: Reuters poll

•   Reuters: Exclusive: Yellen to name ex-IMF official Lipton to senior Treasury role, sources say

•   Reuters: Exclusive: Suspected Chinese hackers used SolarWinds bug to spy on U.S. payroll agency – sources

•   Reuters: Analysis: Biden threatened Myanmar sanctions. What are his options?

•   Reuters: Analysis: GameStop saga expected to revive scrutiny of hedge fund industry

•   Reuters: Analysis: In China, post-coup Myanmar likely to find support if sanctions bite

•   Reuters: Analysis: Is the 'free ride' over for poor countries' bondholders?

•   CNN: Boston Dynamics is teaching its robot dog Spot new tricks

•   CNBC: An industry ‘operating on borrowed time’: Energy experts on the increasing risks ahead for Big Oil

•   CNBC: There is ‘a lot of value’ in Russian assets despite protests, Goldman Sachs says

•   CNBC: BMW will now use aluminum that's been made with solar power

•   MarketWatch: Why the U.S. can sustain much higher deficits now, according to a Deutsche Bank economist

•   Fox News: House Homeland Security Republicans call for clarity from White House on strategy to counter China threat

•   Fox Business: Biden's COVID relief plan could send money to well-off Americans who won't spend it

•   Fox Business: Biden’s executive order on oil and gas drilling threatens ‘lifeblood’ of New Mexico economy

•   SCMP: Analysis | Myanmar coup set to test US role as defender of democracy, say analysts

•   SCMP: Would scaled back US military role in Asia-Pacific open door to China? Not everyone is convinced

•   SCMP: Most US opinion leaders back military defence of Taiwan if China invades, survey finds

•   SCMP: Myanmar coup: China calls for calm ahead of emergency UN Security Council meeting

•   SCMP: China-Australia relations: Canberra denies ‘playing the victim’ in trade dispute with Beijing

•   SCMP: China’s 2060 carbon neutral pledge ‘incompatible’ with expansion of oil and gas pipelines, study says

•   SCMP: China population: tumbling regional birth rates signal scale of country’s ageing crisis

•   Global Times: China's three leading domestic electric car makers record above 350% sales growth in January

•   Global Times: As Huawei struggles in smartphone market, Apple surges

•   Nikkei Asia: Japan's Suga extends state of emergency to March 7

•   Nikkei Asia: Saudi Aramco bets on ammonia-hydrogen business with Japan

•   Nikkei Asia: 1,000 Japanese companies go bust due to coronavirus pandemic

•   Nikkei Asia: Panasonic enjoys lift from Tesla but perils lurk ahead

•   Nikkei Asia: Japan will receive vaccine doses as promised, BioNTech CEO says

•   Nikkei Asia: Mitsubishi Motors slows pandemic slide as Southeast Asia recovers

•   Nikkei Asia: UK makes ASEAN 'high priority' for post-Brexit trade deals

•   Jiji Press: Japan Firms in Myanmar Tense after Military Coup

•   매경(P1): 이낙연, 보궐선거 앞두고 "전국민 4차 재난지원금"

•   매경: 곳간은 비는데'…이낙연 "아동수당 18세로 올리자"

•   매경: 이낙연에 반기든 홍남기 "4차 지원 전국민에는 안돼"

•   매경: [단독] 남은 세금 수조원…與 "사회연대기금 재원으로"

•   매경: 국민 절반 "손실보상 위한 증세 반대"

•   매경(P1): [단독] 금융위, 코스닥도 ESG공시 의무화 검토

•   매경(P1): SKT, 통신사업 탈피…구독경제 플랫폼 진출

•   매경(P1): 권오갑 현대重 회장 '명예의전당' 헌액

•   매경: 신혼부부의 한숨 "청약 당첨되면 뭐하나…대출도 안 되는데"

•   매경: 동학개미 셀트리온 결집해도 주가 올리기는 힘들다

•   매경: "ESG경영 선장 CSO 모셔라"…현대重·신한금융 '잰걸음'

•   매경: 재계 "ESG 평가모델, 매경이 선도해달라"

•   매경: 매경·NH證 '한국형 ESG지수'…금융계 러브콜

•   매경: 선거 다가오니…기업불러 군기잡겠다는 野

•   매경: 韓금융사 '비상'…미얀마 진출한 24개社 암초

•   매경: 개미 승승장구…주식토론방 추천종목 추적서비스도 나왔다

•   매경: 韓 고령지진 2025년 발령…日 '잃어버린 20년' 전철은 숙명인가

•   매경: 삼성전자, 인텔 경쟁사 AMD 칩 위탁생산 수주 가능성↑

•   매경: 동학개미 보란 듯…연기금 26일간 9조 던졌다

•   매경: 개미는 삼성전자, 외국인은 네이버에 몰렸다

•   매경: "규제가 풍선효과·가수요 키워…양도세 중과·상한제 없애야"

•   매경: 3일 퇴근길 눈 펑펑…서울 최대 10㎝ 쌓여

•   한경(P1): 현대차 年 1~2명 보내던 동아대, 2년새 10여명으로 늘린 비결

•   매경: 네이버·카카오, 수시채용은 기본…인재확보 위해 스타트업 통째 인수

•   한경: 전자·기계 → 컴퓨터·바이오…수시채용이 인기학과도 바꿨다

•   한경: "잠깐 일하고 떠나는 징검다리 취업 늘 것"…中企는 더 불안하다

•   한경(P1): '2021 월드IT쇼' 열립니다

•   한경: 공공재개발 바람에 몸값 치솟는 빌라…거래량도 아파트 추월

•   한경: SK하이닉스 성과급 논란 확산…이석희 사장 "필요하면 제도 개선"

•   한경: "이참에 삼성으로 옮길까"…성과급 논란 SK하이닉스 '초비상'

•   한경: 불붙은 '반도체 인재 쟁탈戰'…삼성전자, 경력직 대거 뽑는다

•   한경: 강남3구 아파트 증여 123% 급증…與 '증여세 인상' 만지작

•   한경: 문재인 대통령 "규제혁신 더는 미룰 수 없다"

•   한경: 그린뉴딜 타고 '압도적 수익률'…올해는 ESG 개미가 이끈다

•   한경: 탄소악당' 미탈 '석탄발전' 한전도 ESG 우량주 될 수 있어…지표 좋아지는 전통기업 '주목'

•   한경: ESG ETF 편입기준 천차만별, 국영기업엔 투자 안해…여성이사 없어도 제외

•   한경: "풍력발전시설에 '혐오稅' 물려야"

※   지방세연구원: 현실적 제약을 고려한 풍력발전 지방세 과세방안 -해상풍력을 중심으로

•   한경: 정부 "미래車 산업 육성하자"…현대차 출신 전문가 2명 영입

•   한경: 전기·수소차로 갈아타는 車부품 업체들

•   한경: '2050년 탄소중립' 철강업계 뭉쳤다

•   한경: 삼성 도움 받은 UNIST, 6G 통신 원천기술 개발

•   한경: "50조 현금 풀리면 집값 자극" 우려에도…'대토' 지지부진

•   서경(P1): K반도체 견제···美, 메이드 인 USA 키운다

•   서경: 인텔 몰락에 위기감···'稅혜택 당근'으로 반도체 생산기지 유인

•   서경(P1): [단독] ‘기획부동산 지분 쪼개기’ 원천봉쇄한다···국회, 지분거래허가제 입법 추진

•   서경(P1): 생사기로 쌍용차···P플랜도 적신호

•   서경: 쌍용차 정상화 또 오리무중···최악 땐 법정관리 갈수도

•   서경: [시그널] '현대차 첫 녹색채권' 3,000억 모집에 2.1조 몰려···증액도 검토

•   서경: ① 脫원전 엄혹했던 시기, 서기관이 원전 재개 검토할 수 있었나

•   서경: 정상회담 성공 이후 작성···산업부 '남북경협 주도권' 노렸을 수도

•   서경: 野 "공무원이 자의적 북한 원전 구상 말안돼···작성 배경 조사해야"

•   서경: 홍남기 "서비스산업 중장기 비전·전략 1분기 중 발표"

•   서경: 수자원공사, 경제·인문사회연구회와 손잡고 그린 뉴딜 정책 발굴

•   서경: 퍼주기 법안' 우선에...민생법안 2월 국회서도 뒷전

•   서경: 수도권 남부 5.5만가구 ‘입주폭탄’ ···타격? 불장 지속?

•   서경: 비정규직 정규직화 물결에 ‘적폐’로 몰린 아웃소싱

•   조선(P1): 이란, 나포 한달만에 한국유조선 선원 석방

•   조선(P1): [단독] 靑 에너지TF가 월성 폐쇄 주도

•   조선: 검찰 월성의혹 수사, ‘왕수석 TF팀장’ 김수현 향한다

•   조선: “한국 탈원전한다며 어떻게 北에 원전을”

•   조선: 한국, 변이 바이러스 3종 동시 발생… “4차 대유행 우려”

•   조선: “文의 中공산당 축하 실망… 이러려고 우리가 피흘려 한국 지켰나”

•   조선: 美정치원로들 “바이든이 한일관계 개선 역할할 것”

•   조선비즈: 文정부, '신한울 3·4호기 백지화' 최종결정은 다음 정부로 미룰듯

•   조선비즈: 코로나發 식량 인플레 덮치나…천정부지 국제곡물價에 정부 '예의주시'

•   조선비즈: 한은 금통위원들 "韓경제 올해 반도체 착시현상 나타날수도"

※   한국은행: 금융통화위원회 의사록(2021년도 제1차)(2021.1.15.)

•   IT조선: [단독] 삼성D, QD 브랜드로 QDX·QDE 쓴다

•   중앙: 탈원전으로 못쓰게 된 신한울, 남북경협이 탈출구?

•   중앙: 北 원전 '신한울 3·4호기 재활용' 묘수 될까, 악수가 될까

•   중앙: ‘北 원전지원’ 이목쏠린 신한울 3·4호기…허허벌판에 4년 전 공사 멈춘채 ‘적막’

•   중앙: 미얀마 교민 “쌀·고기 사재기로 마트 텅 비어, 거리 적막 외출 자제”

•   동아(P1): 정의용 “北에 준 USB 美에도 전달… 원전내용 없어”

•   동아(P1): ‘은마’ 집주인 절반 대출 없는데 대출-세금 규제 ‘엉뚱한 처방’

•   동아: “시세차익 위해 버티나” 곱지않은 시선도

•   동아: 2억→11억→7억… ‘부동산경기 바로미터’ 은마

•   동아: 집주인 58%가 10년이상 보유… 양도세-보유세 인상카드 안먹혀

•   동아: 주민 66%가 세입자… 재건축 실거주요건 강화에 전세 쫓겨날판

•   동아: “자사고-외고 폐지땐 대치동 더 몰릴것”

•   동아: 2018년 동서발전 “DMZ에 火電”… 가스公은 천연가스 연구

•   동아: 정의선 실용주의… ‘GBC’ 50층 3개동으로 바꿔 일부 매각 검토

•   동아: 무협, 서울시와 ‘美 온라인 CES’ 리뷰 행사… 유튜브 공개

•   동아: 아이폰12 5G 가장 빠른 도시는 서울

•   채널A: [단독]산업부 문건 작성 한 달 뒤, 한수원 “수력발전이 유일”

•   문화(P1): 국방백서, ‘北 정권세습→집권’ 표기… 日은 ‘동반자→이웃국가’ 격하

•   문화: 작년 서비스업 GDP성장률 업종별 ‘온도차’… 운수업 -15.9%‘최악’, 금융업 8.1% ‘호조’

•   국민(P1): 1·2차 2조7000억 결국 ‘빚’ 경기도민 14년동안 갚아야

•   국민(P1): “단체기합식 집합금지 안돼… 피해분산 거리두기 필요”

•   경향(P1): 밤 9시 지나도 문 열고 “영업제한 풀라”

•   머니투데이(P1): 박용만 회장이 후임 최태원 회장에게 바라는 '이것'

•   머니투데이: 설 대목 실종, 전통시장 한산…"가족들도 못 모이는데, 누가 와"

•   머니투데이: 산업부 퇴직자들 "北 문건 문제없지만 삭제 시점이 아쉬워"

•   머니투데이: 대규모 수소운송 시대, 곧 온다

•   머니투데이: 드론·친환경 선박…민간서 살 길 찾는 방산업체들

•   헤럴드경제(P1): 공매도 대기자금 5.4조 폭증

•   헤럴드경제(P1): 저무는 ‘테슬라 왕국’…글로벌 전기차 경쟁 가속

•   헤럴드경제: 전기차 타고 장거리 여행? 아직 먼 얘기[TNA]

•   헤럴드경제: “우리 옆집은…빈집입니다”…‘재건축 실거주 2년’의 이면

•   헤럴드경제: 2월 접종 코앞인데…‘물백신’ 논란에 불안한 고령층

•   파이낸셜뉴스(P1): 강북에 미니신도시 들어서나

•   파이낸셜뉴스: "용돈보다 삼성전자" 파파개미들, 새해부터 자녀계좌 4만개 텄다

•   파이낸셜뉴스: "공매도 2위 두산인프라 사자" 증시 '反공매도 운동' 확산

•   파이낸셜뉴스: ‘로보어드바이저’, 금융투자시장 패러다임 바꿨다

•   파이낸셜뉴스: 배출권거래제 시행 5년… 온실가스 배출량 2.3% 감소

•   파이낸셜뉴스: 코로나 뚫은 삼성·애플폰… 5G 가입자 1200만명 눈앞

•   아시아경제(P1): 창업 통한 '작은 일자리'가 사라진다

•   디지털타임스(P1): 전셋값 올리고 매물 씨말린 임대차법

•   디지털타임스(P1): 카카오뱅크 "중금리·저신용자 대출 획기적으로 늘린다"

•   이데일리(P1): 이상기후·가축전염병에 코로나까지…커지는 애그플레이션 공포

•   이데일리(P1): 외국계 車3사, 노조 발목잡기에 생존 벼랑 끝 몰려

•   이데일리: 노조리스크에 경영불확실성↑‥전동화 기지 매력 없어진 한국

•   이데일리: 공공일자리 악순환…실업자 양산해 고용보험기금 고갈 부추겨

•   이데일리: 국산 코로나19 백신, 내년 상반기부터 순차적으로 나온다

•   이데일리: 中투자 나선 삼성·SK하이닉스, 반도체 장비 '수주 행진'

•   이데일리: 혁신 팔걷은 기업들…잇단 M&A에 주가도 '축포'

•   이데일리: 재개발 땅 강제수용해 공공주택 짓나…“사유권 침해·비상식적”

•   연합: 오후 9시까지 전국서 399명 확진…3일 다시 400명대 예상

•   연합: 대전 평촌산단 조성공사 4월 시작…2024년 완공 목표

※   시행자인 대전도시공사와 시공사인 두산중공업 컨소시엄이 최근 계약을 마무리

•   연합인포맥스: 연초 단기자금시장 순항 속 CP 금리 역대 최저…전망은 - 연합인포맥스

•   뉴스핌: [GAM] 퓨얼셀에너지, 밸류에이션 '거품'..."투자 멀리하라"

•   뉴스1: 경주시 민관합동조사단, 삼중수소 논란 월성원전 조사 착수

•   뉴스1: [단독]공공재개발 토지주 대책발표 즉시 우선공급권…"투기수요 차단"

•   KBS: [단독] 실무진들은 ‘전수조사’까지 고려했는데…“당연히 비밀”

•   아주경제: ​[단독] 현대차, 배터리 전방위 협력... 中 비야디와도 협업하나

•   비즈니스포스트: 두산건설 매물가치 높이기 절실, 대형건설사와 도시정비 수주 손잡나

•   비즈니스포스트: 중부발전 유럽에서 신재생발전사업 확대, 박형구 흑자전환 고삐 죄

•   글로벌이코노믹: 코로나 여파 대기업도 고용 줄였다…순고용인원 6000명 감소

•   FuelCellsWorks: "Hydrogen Forward" Coalition Formed to Advance Hydrogen in the U.S.

•   FuelCellsWorks: Hydrogen is the New Diesel

•   Hydrogen Fuel News: First fuel cell hybrid train locomotive in China complete

•   에너지경제: 北 송전용 검토에 또 불거지는 신한울 원전 3·4호기 건설 재개 목소리

•   에너지경제: [단독] "소형 태양광 고정가격계약 편법 막는다"…FIT 1인당 발전총량 제한 추진

•   에너지데일리: “올해 국내 전력시장 최대 화두는 ‘RE100’이다”

•   KHL: Caterpillar acquires Weir division to launch SPM Oil & Gas - KHL Group

•   Equipment Journal: JCB adds a cab to its electric mini excavator - Equipment Journal

•   For Construction Pros: Biden Prepares Infrastructure Pledge, Congress Argues How to Fund It

•   대한경제: 두산 핵심계열사 줄매각…'그룹 재건' 시험대 오른 박정원

•   대한경제: ‘특단의 부동산 대책’ 발표 임박…쏟아지는 說說說

•   대한경제: [부동산대책 관전 포인트1] 1∼2인 가구 공략…역세권 등 고밀도 개발

•   대한경제: [부동산대책 관전포인트2] 공공재개발·재건축 확대...“유인책 얼마나”

•   대한경제: [부동산대책 관전포인트3] 4기 신도시 등장할까...그린벨트 해제는 힘들어

•   대한경제: [부동산대책 관전 포인트4] 정작 필요한 건 ‘규제 완화’…정부는 ‘난색’

•   OilPrice.com: U.S. Shale: Biden's Drilling Ban Actually Undermines Emission Targets

•   OilPrice.com: Will Saudi Arabia’s Surprise Production Cut Backfire?

•   OilPrice.com: OPEC+ Now Sees Weaker Oil Demand Growth For 2021

•   OilPrice.com: US Signals Readiness To Discuss Lifting Of Nord Stream 2 Sanctions

•   MINING.com: Experts warn of brewing space mining war among US, China and Russia

•   MINING.com: Mining hotspots for 2021 in Latin America, Africa – report

•   전자신문(P1): [단독]추위 타는 전기차 '저온 주행거리' 묻지마 판매

•   전자신문: [이슈분석] ] '셀 vs 모듈' 태양광 밸류체인 센터 논쟁

•   전자신문: [이슈분석] "태양광 산업, 고효율 태양광 셀 초격차가 관건"

•   전자신문: [이슈분석] 국내 태양광 소재기업 설 자리 좁아진다

•   전자신문: [세미콘 코리아 2021]뜨거워지는 반도체 시장 조망…'마켓 트렌드 포럼' 시선

•   디지털데일리: 韓 배터리 연이은 낭보…LG엔솔·삼성SDI, 전기트럭 배터리 계약

•   디지털데일리: [취재수첩] 해외 시장조사기관 5G 속도, 믿을 수 있나?

•   Robotics Business Review: Warehouse Automation Vendors and Fulfillment-as-a-Service

•   Robotics Tomorrow: Robotic Plasma Cutting in a 3D World

•   로봇신문: [기획]뿌리산업, 제조로봇 보급 선도한다②

•   로봇신문: "로봇시장, 우리는 다 함께 승자가 될 수 있을까"(연재를 시작하며)

•   물류신문: 2021 물류비 ‘상승’, 오르는 것 아니라 ‘정상화’ 찾아

•   Business Standard: Revenue expenditure to decline 8.6% in FY22, show Budget documents

•   Business Standard: Budget 2021 a big effort by govt to boost country's economic recovery: S&P

•   Folha de S.Paulo: Ministry of Health Says 10 to 14 Million Vaccines Will Soon Arrive in Brazil, but WHO Can't Guarantee This

•   Folha de S.Paulo: Leader of Center-Right Political Parties Is Elected Congressional Leader with Help of Bolsonaro

•   Jakarta Post: [ANALYSIS] 2021: A vaccine-led recovery

•   Myanmar Times: UMFCCI Vice Chair says impact on economy uncertain

[Opinions]

•   Project Syndicate(Andrés Velasco): The COVID Tsunami and Emerging Markets

•   Project Syndicate(Simon Johnson, Anette (Peko) Hosoi, Melea Atkins): Vaccination Is Not Enough

•   Project Syndicate(Minxin Pei): Biden, Xi, and the Evolution of Cooperation

•   Project Syndicate(Ian Buruma): The Right Time for Joe Biden

•   Project Syndicate(Angela Huyue Zhang): Why Is China Cracking Down on Alibaba?

•   Project Syndicate(Daron Acemoglu): Give Workers a Fighting Chance

•   FT(Editorial Board): Time to clean up climate reporting standards

•   FT(Editorial Board): Making the Northern Ireland protocol work

•   FT(Martin Wolf): Containing China is not a feasible option

•   FT(Janan Ganesh): Joe Biden is no guide for Europe’s lost left

•   FT(Sarah O'Connor): The US and UK chart different courses on worker rights

•   FT(Ben Hall): Europe should pay attention to Germany’s debt brake debate

•   FT(Leo Lewis): Japan’s love of robots is paying off

•   FT(Ed Miliband): Purpose-driven businesses needed to rebuild after Covid

•   FT(Brendan Greeley): No long-term silver lining for markets

•   FT(Lex): Alibaba: growing pains

•   FT(Lex): BP: mean green

•   WSJ(Walter Russell Mead): Eurocrats Are From Pluto

•   WSJ(William A. Galston): Can Biden Broker a Covid Compromise?

•   WSJ(Arthur Herman): Why Operation Warp Speed Worked

•   NYT(David Leonhardt): The Economy Does Much Better Under Democrats. Why?

•   NYT(Jamelle Bouie): 10 Republicans Who Have Compromise Exactly Backward

•   NYT(Tony Wood): Putin Isn’t as Strong as He Looks

•   NYT(Bob Bauer): The Republican Argument Against Impeaching Trump Is Dangerous

•   NYT(Jody Freeman): G.M. and the Electric-Car Comeback

•   NYT(David Scott Mathieson): The Story Behind the Myanmar Coup

•   NYT(Jesse Eisinger): How Afraid Should Corporate America Be of Joe Biden?

•   WP(Editorial Board): President Biden is right to give bipartisanship a chance. Republicans must follow.

•   WP(Editorial Board): Navalny’s fiery indictment of the ‘small man in a bunker’ could rattle Putin’s autocracy

•   WP(Catherine Rampell): GameStop is not a morality tale. People’s life savings are at stake.

•   WP(Paul Waldman): A covid relief deal everyone should support

•   WP(Katrina vanden Heuvel): At long last, a president declares that the era of small government is over

•   WP(Timothy Shriver): Reddit’s GameStop traders can’t be populist heroes if they adopt a slur

•   WP(Francis Wade): The U.S. has no good options in Myanmar

•   WP(Ashish K. Jha): Coronavirus variants pose a threat without an aggressive strategy to vaccinate the world

•   WP(William P. Marshall): Trump’s second impeachment succeeded. But a Senate trial could backfire.

•   Bloomberg(Editorial Board): Israel, Palestine and Trump's Lessons for Biden on the Middle East

•   Bloomberg(Noah Smith): Debt Is No Reason to Fear Trillions in Green Spending

•   Bloomberg(Marcus Ashworth): Reddit Isn't the Real Financial Danger. The U.S. Federal Reserve Is

•   Bloomberg(Liam Denning): Exxon Rights the Ship But Hasn’t Changed Course

•   Bloomberg(Jim Bianco): Wall Street Didn't See Reddit's WallStreetBets Coming for GameStop (GME)

•   Bloomberg(Jonathan Bernstein): The Wrong Way to Impeach Donald Trump

•   Bloomberg(Noah Feldman): Trump’s Impeachment Filing Contains a Bizarre Legal Argument

•   Bloomberg(Andreas Kluth): Stop Whining About Europe's Vaccine Problems. It's Only February

•   Bloomberg(Tim Culpan): Alibaba Doesn't Need Jack

•   Bloomberg(Elga Bartsch): Covid Shows Europe’s Fiscal Rules Are Too Outdated

•   Bloomberg(Amanda Little): Biden's New USDA Chief Will Be Able to Fix His Old Mistakes

•   CNBC(Jim Lebenthal): What Wall Street can learn and must fix from the GameStop fiasco

•   CNN(Lanhee J. Chen): 10 GOPers are throwing Biden a lifeline. He should take it

•   CNN(Jared Genser): How Myanmar's opening to democracy got crushed

•   CNN(Aaron David Miller, Richard Sokolsky): Israel's risky rhetoric on Iran

•   MarketWatch(Mark Hulbert): Short-sellers were pulling back even before Reddit’s GameStop squeeze

•   Reuters(John Kemp): Manufacturing and freight drive diesel-led oil recovery

•   매경(유장희): 경제원론 다시 쓰게 만드는 ESG

•   한경(박주헌): 脫정치화 시급한 에너지 전환

•   중앙(사설): 북 원전 의혹 ‘색깔론’으로 본질 흐리지 말길

•   문화(사설): 정황 더 뚜렷해진 ‘北 원전 지원’과 與의 색깔론 궤변

•   문화(정충신): ‘脫원전과 北원전’ 복마전

•   문화(김형준): ‘北 원전 방안’ 누가 왜 만들고 지웠나

•   한국(사설): 야당, 막무가내 북한 원전 논란 중단해야

•   국민(사설): 더 이상의 북한 원전 공방, 국익에 반한다

•   서울(사설): 원천 실현 불능 ‘北 원전’, 소모적 색깔 정쟁 멈춰라

•   한겨레(박태균): 보수정권이 북한 원전 비용을 댄 이유

•   파이낸셜뉴스(사설): 北 원전 둘러싼 정쟁보다 민생이 급하다

•   파이낸셜뉴스(노동일): 북한 원전 문제, 대통령이 설명해야

•   헤럴드경제(이해준): ‘이 나라가 기재부 나라냐’