Business Intelligence Monitor 210204

(Introduction)

[Markets]

•   Global: Stocks rally on strong earnings, oil gains

※   MSCI’s all-country world index gains 0.5%

※   Silver rebounds, Brent crude prices at 11-month high

•   한국: 외인 매수세에 코스피 1% 상승 마감…3,100선 회복

•   한국: "애플카 정해진바 없다"…그래도 기아 9%·현대차 2% 올랐다

•   한국: 레인보우로보틱스, 코스닥 상장 첫날 '따상' 직행…올해 세번째

•   한국: 두산그룹주 상승 많아, 두산밥캣 4%대 두산인프라코어 1%대 올라

•   Oil: Oil Surges as OPEC+ Pledges to Clear Pandemic-Driven Surplus

•   Metals: Copper rebounds on short-covering and receding China concerns

•   Grains: Corn moves higher, anticipating strong demand

[Indicators]

•   US·Asia Jan. Services PMI: U.S., Asia Services Activity Picks Up, While Eurozone Faces Recession Risk

•   US Jan. Employment(ADP): U.S. Companies Add More Jobs Than Expected, ADP Data Show

•   US Jan. Services PMI(ISM): U.S. service sector activity near two-year high in January: ISM survey

•   US Weekly Mortgage rates·applications: Mortgage refinancing surges, but high home prices stop buyers

•   Eurozone Jan. CPI·PPI: Eurozone inflation jumps by most in over a decade

•   Germany Jan. Car sales: German car sales drop 30% in January - source

•   China Jan. Services PMI(Caixin): China's services sector grows at slowest pace in nine months - Caixin PMI

•   한국 2월 전국 주택사업경기실사지수: 대규모 공급대책 발표 임박…주택 사업경기 기대감 확산

•   India Jan. Services PMI: Indian services industry improved in January; job cuts continued

•   Vietnam Jan. Retail sales: Retail sales, consumer service revenue up ahead of Tết

•   Turkey Jan. CPI: Turkish Inflation Pressures Central Bank to Keep Policy Tight

[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: Biden Presses Case for Large Covid Aid Package

•   WSJ: Biden Open to Sending $1,400 Stimulus Checks to Smaller Group

•   WSJ: Biden Wants a $15 Minimum Wage. Here’s What People Say It Would Do to the Economy.

•   WSJ: AstraZeneca Vaccine Shown to Curb Covid-19 Transmission, Preliminary Data Suggest

•   WSJ: Covid-19 Vaccine Makers Take Aim at Dangerous New Strains

•   WSJ: Covid-19 Vaccine Hesitancy Presents Challenge for Herd-Immunity Push

•   WSJ: U.K.’s Rapid Covid-19 Vaccination Campaign Shows Early Signs of Success

•   WSJ: Most Small Firms Below Pre-Pandemic Levels, Fed Survey Finds

•   WSJ: U.S. Still Faces Uncertain Borrowing Needs Due to Covid-19, Treasury Says

•   WSJ: Republicans Decline to Remove Marjorie Taylor Greene From House Panels

•   WSJ: Chip Shortage Hits General Motors, Leads to Production Cuts

•   WSJ: This Hedge Fund Made $700 Million on GameStop

•   WSJ: Hedge Funds Double Down on Merger Bets Amid GameStop Tumult

•   WSJ: Robinhood Faces Civil Lawsuits Over Trading Restrictions

•   WSJ: For One GameStop Trader, the Wild Ride Was Almost as Good as the Enormous Payoff

•   WSJ: GameStop Mania Hits a Wall of Tighter Trading Terms

•   WSJ: Andy Jassy’s Climb to Amazon CEO Shows the Cloud’s Rising Power

•   WSJ: Why Jeff Bezos Is Stepping Down as CEO but Staying On as Executive Chairman

•   WSJ: Who Is Andy Jassy? Jeff Bezos Acolyte Moves From Cloud to Amazon CEO

•   WSJ: Electric-Car Buzz Pushes Up Shares in Company With Nothing but Cash

•   WSJ: Qualcomm Sales Jump on iPhone, 5G Demand Surge

•   WSJ: Who Is Andy Jassy? Jeff Bezos Acolyte Moves From Cloud to Amazon CEO

•   NYT: Trump Loyalists Across Homeland Security Could Vex Biden’s Immigration Policies

•   NYT: Biden and Immigration: President to Welcome More Refugees, but Far From All Will Get In

•   NYT: U.S. Should Slow Withdrawal From Afghanistan, Bipartisan Panel Urges

•   NYT: The Wealthy Are Getting More Vaccinations, Even in Poorer Neighborhoods

•   WP: House moves toward passage of budget bill unlocking partisan path for Biden coronavirus relief bill

•   WP: Pfizer spent months working to extract sixth dose from vials as vaccine production shortfalls loomed

•   WP: United States extends nuclear treaty with Russia for five years

•   WP: Biden’s EPA nominee vows ‘urgency’ on climate change

•   WP: Who is Mario Draghi, Italy’s new prime minister?

•   WP: Myanmar military coup triggers resistance as Suu Kyi is charged

•   FT: Vaccine milestone as global Covid jabs pass number of confirmed cases

•   FT: Mario Draghi accepts mandate to form new Italian government

•   FT: Italy calls on ‘Super Mario’ as political crisis deepens

•   FT: Johnson threatens to use emergency powers to avoid barrier in Irish Sea

•   FT: Johnson cautious about easing England’s lockdown

•   FT: EU carbon price soars to record highs

•   FT: Antibody protection lasts at least six months, study finds

•   FT: Independence would cost Scotland far more than Brexit, study finds

•   FT: Sturgeon under pressure over vaccine rollout and Salmond allegations

•   FT: UK starts process to form post-Brexit state-aid watchdog

•   FT: WHO investigators probe Wuhan virology lab

•   FT: ByteDance files lawsuit against Tencent in tit-for-tat battle

•   FT: Denmark to launch coronavirus ‘passports’

•   FT: Siemens chief praises activists behind break-up of German groups

•   FT: US will not be as quick into CPTPP as UK

•   FT: Telecoms groups on the hook for $81bn in 5G spectrum auction

•   FT: ‘The only verdict allowed’: Navalny’s jailing is a watershed for Russia

•   FT: Lex in-depth: how carbon prices will transform industry

•   FT: ‘Let them trade’: Washington struggles with Robinhood politics

•   FT: The man taking on Jack Ma cements his status as a rising star

•   Bloomberg: Ant Reaches Agreement With China Regulators on Overhaul

•   Bloomberg: China to Widen Fight Against Monopolies to the Giant Gig Economy

•   Bloomberg: Brace for Wild Swings in China’s Data Distorted by Lockdowns

•   Bloomberg: Covid Antibodies Remain Six Months After Infection, Study Shows

•   Bloomberg: Chinese Premier Looks to Put Ties with U.K. on ‘Firmer Footing’

•   Bloomberg: The Improving U.S. Economy Could Complicate Biden’s Stimulus Plan

•   Bloomberg: Brazil’s Congress Heads Pledge Economic Reforms, Covid Aid

•   Bloomberg: Spain Considers Debt Relief for Companies as Virus Pain Persists

•   Bloomberg: EU Faces 100 Billion-Euro Price Tag for Bungled Vaccine Push

•   Bloomberg: Japan Boosts Incentives to Counter China’s Factory Dominance

•   Bloomberg: Modi Targets Land Disputes That Cripple India’s Infrastructure

•   Bloomberg: China’s Corporate Credit Stress Most Acute in Liaoning, Qinghai

•   Bloomberg: Why PBOC’s Liquidity Squeeze in China Rattles Markets

•   Bloomberg: Fed’s Bullard Says Stocks Not a Worry, No Hurry to Taper Bonds

•   Bloomberg: China’s Largest Carbon Capture Project Is a Global Minnow

•   Bloomberg: Latin America Bank Head Says Capital Boost Needed for Recovery

•   Bloomberg: Biden’s Climate Adviser Leading Talks with Auto, Utility Sectors

•   Bloomberg: Robinhood Crisis Reveals Hidden Costs in Zero-Fee Trading Model

•   Reuters: Sinopharm's COVID-19 vaccine remained active against S.Africa variant, effect reduced - lab study

•   Reuters: AstraZeneca, Oxford expect 'next generation' COVID-19 vaccine to tackle variants by autumn - executive

•   Reuters: French new daily coronavirus cases close to 2021 high

•   Reuters: EXCLUSIVE-Treasury's Yellen to convene meeting of top regulators on GameStop volatility

•   Reuters: Exclusive: UK to lead G7 discussion on COVID economic recovery on Feb. 12

•   Reuters: China's new coal power plant capacity in 2020 more than three times rest of world's: study

•   Reuters: Fed's Evans sees price spikes ahead, but policy steady

•   Reuters: Brazil's Vale, Minas Gerais state close to $7 billion disaster settlement

•   Reuters: Glencore's 2020 output hit by Congo mine closure, sticks to targets

•   CNN: Big oil companies are facing the moment of truth. The stakes couldn't be higher

•   CNN: Elon Musk admits Tesla has quality problems

•   CNBC: Why investors were willing to write Robinhood a $3 billion check during the GameStop chaos

•   CNBC: Italy will be in ‘very good hands’ with Mario Draghi at the helm of a new government, former PM says

•   CNBC: Siemens Energy unit picked to install ‘next generation turbines’ at $9 billion offshore wind hub

•   CNBC: UK targets spread of South Africa variant

•   CNBC: More than two-thirds of Americans support Biden’s $1.9 trillion Covid relief plan, poll finds

•   MarketWatch: Investors fear buoyant global markets vulnerable to China credit crunch

•   Fox Business: What is Trump's net worth now?

•   SCMP: China Fortune Land’s US$813 million of missed debt payments sparks fears of further defaults under Beijing’s ‘three red lines’ for property developers

•   SCMP: China-Australia relations: state media blast ‘disingenuous’ comments from PM Scott Morrison

•   SCMP: China’s monetary tightening seen as a ‘warning to the public’ to cool market expectations ahead of holiday

•   SCMP: China-Myanmar border trade could be disrupted if military conflict intensifies, analysts say

•   SCMP: China’s forex reserves grew marginally in 2020, despite near-record trade surplus. Where did the money go?

•   SCMP: German firms upbeat about outlook for China despite US decoupling fears, survey finds

•   SCMP: US lawmakers nominate Hong Kong’s pro-democracy movement for the Nobel Peace Prize

•   SCMP: Explainer | What happens to Myanmar if the US imposes new sanctions?

•   Global Times: FM denies claims China backs Myanmar upheaval, expresses shock on doc leak at UN Security Council

•   Global Times: China’s economic fundamentals are better shaped than US’

•   Nikkei Asia: Suga faces make-or-break month with COVID-19 emergency extension

•   Nikkei Asia: SoftBank brings coronavirus test service to individuals in Japan

•   Nikkei Asia: Toyota to produce record 9.2m vehicles in 2021

•   Nikkei Asia: No chanting or cheering: Tokyo Olympics to be a quiet affair

•   Nikkei Asia: Sumitomo completes exit from shale oil with sale of US assets

•   Nikkei Asia: Team Japan's first 5 nm chip geared for autos in bid to catch rivals

•   Mainichi: Japan automaker Suzuki to resume production in Myanmar from Thurs.

•   Mainichi: Bank of Japan's March review not designed to curb easing: deputy chief

•   매경(P1): 동학개미·정치에 떠밀린 공매도금지 연장…재개땐 대형주부터

•   매경: 공매도 상장사 15%만 허용할 듯…일단 코스피200 종목부터

•   매경: "1년간 뭘하다가…" 동학개미도 반발한 '한달반 공매도 금지연장'

•   매경: 셀트리온 공매도 잔액 '뚝'…외국인 백기투항까진 '글쎄'

•   매경: 반복되는 공매도 '고·스톱'…외국인, 한국시장 불신만 커졌다

•   매경(P1): [단독] "빚 갚으려 또 빚냈어요…" 다중채무 500조 금융부실 불씨될라

•   매경: 카드론·현금서비스, 대부업체 돌며 생활비 돌려막는 주부

•   매경: 은행서 대출 조이자…카드·저축銀 대출 받으며 다중채무자 전락

•   매경(P1): [단독] '후암1' 용적율 700% 개발한다…25번째 특별대책 오늘 발표

•   매경: 정부, 임대주택 고집 꺾고 분양 확대…85만가구 공급 '총력전'

•   매경: 與, 법 개정해 재개발 동의율 확 낮출듯

•   매경: 서울역 바로 앞…용적률 올려 수천가구 추가공급

•   매경(P1): 우리금융·신한銀 CEO 중징계 사전통보

•   매경: 백수청년들 "주식말곤 답 안보여"…실업급여까지 몰빵

•   매경: "언제까지 외국 ESG에 맞출텐가…'한국형 모델' 만들면 새 기회"

•   매경: "이 초저금리에 정말?" 年6% 이자주는 은행 적금 나왔다

•   매경: 팀장님은 저녁 8시, 업무지시를 보낼까 말까…팀원들은 상사의 '카톡 읽음' 왜 오래 걸리는지

•   매경: "집에 남느냐 회사 가느냐"…재택근무 1년 속마음 들어보니

•   매경: SK하이닉스 노사 '성과급 제도' 논의

•   매경: 6년간 5조 쏟아부었지만 속빈강정…혈세 줄줄 새는 곳 많네

•   매경: 재난지원금·손실보상 법제화 필요

•   한경(P1): '곳간' 걱정하는 홍남기, 부총리 즉각 사퇴하라는 與

•   한경: 소신 굽히지 않은 홍남기 "재난지원금 입장, 페북에 쓴 그대로다"

•   한경(P1): 현대차·기아, 미국서 '쾌속 질주'…"라이벌 일본 잡는다"

•   한경: '재정 영끌'해 사회연대기금 만들겠다는 與

•   한경: 설 직후 화이자 백신 맞는다…자문단 "16세 이상 청소년도 접종 권장"

•   한경: "4차 재난지원금 협조"…돈풀기 가세한 野

•   한경: 바이든, 韓·日갈등 중재 나서나

•   한경: "美는 2분기, 한국은 내년 2분기…코로나 이전 수준 경제 회복"

•   한경: 대한항공·아시아나 통합 '연착륙 막는' 與…공정위 기업결합 심사까지 압박

•   한경: 국민연금·KIC, ESG 투자 확대

•   한경: 기업공개 시장 키워드 된 ESG…현대重, 친환경 사업 내세워 공모 나서

•   한경: 한국, 캄보디아와 FTA 최종 타결

※   주력 품목인 화물자동차(관세율 15%) 및 승용차(35%) 건설중장비(15%)는 물론이고, 딸기(7%) 김(15%) 등 농수산물에 대한 관세가 철폐

•   한경: 올 주총시즌 '공시 대란' 우려

•   한경: UBS "반도체 비중 줄이고 플랫폼 늘려라"

•   한경: '로또 분양' 최대 5년 거주 의무…전·월세 줄어 주거난 심화 우려

•   한경: 전국 상위 20% 주택 평균 가격 10억원 넘었다

•   한경: 재건축 규제 풀릴까…4월 선거에 들썩이는 서울 집값

•   한경: 불안한 부동산, 공급이 답 아니다

•   서경(P1): '퍼주기 복지' 후폭풍···고용보험 또 오른다

•   서경: [고용보험료 또 오른다] 기금 취지 안 맞는 '모성 급여' 등도 떠맡아···결국 국민에 손 벌려

•   서경: 文케어에 '밑 빠진 독' ···건보·요양보험료도 오르나

•   서경(P1): 기아·애플 '애플카' 시동건다

•   서경: 기아, 바이든 '美 생산' 기조에 부응···현대차 전기차 전용플랫폼 'E-GMP 탑재' 길 넓힌다

•   서경: 애플카 '폭스콘·LGD 협력모델' 유력···일각선 하청전락 우려도

•   서경: [심층분석] 공급 < 수요...LCD값 껑충·MLCC도 인상 예고

•   서경: 도시형주택 분양가 평당 8,000만원···아파트 ‘가격 통제의 역설’

•   서경: 국토硏의 경고 “서울·세종 집값 버블"

※   국토연구원: 글로벌 주택가격 상승기의 금리정책과 주택금융시장 체질개선 방향

•   서경: [시그널] 본계약 앞둔 인프라코어 매각··· 두산, DICC 상장으로 해법 찾나

•   조선: 나랏빚 3조 찍어내는데 딱 33분

•   조선: GDP 60% 재정준칙… 국책연구소도 비판

•   조선: [단독] 野 “1조2000억 남북기금, 국내 코로나 지원에 쓰자”

•   조선: 유럽 7개국, 아스트라제네카 고령자 접종 제한… 우리나라는?

•   조선: “항체 치료제, 코로나 변이 바이러스엔 무력”

•   조선: “우리가 더 벌었는데 왜 저쪽보다 적은가” 성과급 티격태격

•   조선: 맥킨지 “이익공유제, 한국 기업 경쟁력 약화시킬수도”

•   조선비즈: [단독] 與, 연 49조원 정부 조달 계약에 ESG 높은 기업 '인센티브' 추진

•   조선비즈: 매매가보다 비싼 전세가… 수도권 '갭투자 기획파산' 주의보

•   IT조선: [단독] 한종희 삼성 사장, 'QD TV 출시' 시기상조

•   중앙: 4차 재난지원금에 반대한 홍남기…페북에 올린 ‘지지지지(知止止止)’는 무슨 뜻

•   중앙: 집값 양극화…상위 20% 8억 오를 때 하위 20% 115만원 하락

•   중앙: [단독]백신 2차접종 한국인 "1차 통증의 3배, 진통제로 버틴다"

•   중앙: 신한울 폐기 안했는데, 산업부 문건엔 "백지화"…이랬던 탈원전

•   중앙: [단독]北원전 문건, 2007년 김정일에 건넨 盧발언 데자뷔

•   중앙: [단독]'원전문건 삭제' 산업부 과장, 장관보좌관으로 승진했다

•   동아(P1): 정부 “동결자금으로 이란 유엔분담금 대납”

•   동아: 이란, 안풀어준 선박-선장 지렛대로 추가 압박 우려

•   동아: 방역당국 “지난 추석보다 이번 설이 더 위험”

•   동아: 中企-소상공인 ‘코로나 대출’ 만기-이자상환 유예 재연장 한다

•   동아: [단독]유영민 장관때 과기부도 ‘北비핵화 전제 원전협력’ 논의했다

•   문화(P1): 백신접종 모의훈련… 물량확보·효능 불안은 여전

•   문화: <파워인터뷰-현정택>“2050년 탄소중립 달성, 원전 2배로 늘려도 어려울 판… 탈원전 기조에 사실상 불가능”

•   한국(P1): "변이 코로나 전파는 시간문제" 외국인 확진자 중심 검사 확대

•   한국(P1): 백신 들어온다' 초긴장 유통사... "IT 실시간 추적에 성패"

•   한국: [단독] "기업 목조르기 아니고..." 與 이익공유제 모델 셋, 이미 나왔다

•   국민: [단독] 대출 ‘0’으로 틀어막았는데도 15억 이상 주택 거래 5년 새 6배

•   쿠키뉴스: [단독] ‘고령층’ 못쓴다는데… 정부, 89억 주고 ‘아스트라제네카’ 계약

•   서울(P1): “北 원전 문건, 靑 제출 가능성 커”… ‘버전2’ 지시 라인 규명 관건

•   서울: 산업부 공무원들 “지독한 감사 소문에 겁먹고 삭제”… 커지는 의혹

•   한겨레: [영상]한일 청소년환경운동가 ‘석탄 반대’ 한목소리에 툰베리 ‘화답’

•   경향: 논에도 태양광발전시설?…농민들 강력 반발

•   경향: 이정호 미얀마한인회보 편집장 “폭풍전야…시민들 SNS 통해 평화시위 독려”

•   경향: ‘탄소중립’으로 노동자들이 일자리를 잃지 않게…‘정의로운 전환’ 할 수 있나 [흑백 민주주의 ⑥]

•   머니투데이(P1): 아동수당 이어 상병수당까지…선거 앞둔 與 '무차별 퍼주기'

•   머니투데이(P1): 광고비·수리비 갑질 애플, 1000억 내고 면죄부

•   머니투데이: 게임스탑 2조 거래한 서학개미들…"수천만원 날렸다" 멘붕

•   헤럴드경제(P1): 與 ‘재난 피해때 은행이 대출 원금감면’ 의무화 추진

•   헤럴드경제: 은행돈을 정부 마음대로?…관치 넘어 ‘금융 관영화’ 우려

•   헤럴드경제(P1): ‘OECD 하위권’ 맴도는 외인 한국투자

•   헤럴드경제: 미국은 ‘바이 아메리칸’ 외치는데…한국, 규제정책에 투자 유치 발목

•   헤럴드경제: 바이오·IT 날았지만 고사위기 업종 수두룩…‘IMF급’ 양극화 [코로나가 불러온 격차 ②기업]

•   헤럴드경제: 협력이익공유제 구체 방안 등 날카로운 질문 쏟아져 [헤럴드경제·법무법인 대륙아주 ‘미래리더스포럼’ 개최]

•   헤럴드경제: 증권가 ‘삼성전자 위 SK하이닉스’

•   파이낸셜뉴스: '재난지원금'이 다시 불붙인 증세론

•   파이낸셜뉴스: 해외 현장경영 사라지고… 국내 머물며 경영 구상에 몰두

•   파이낸셜뉴스: 유진로봇 자율주행 센서 탑재 'YRL2 시리즈' 출시

•   파이낸셜뉴스: [단독]삭제된 北원전 파일과 '같은제목' 보고서도 "北 원전 건설 원해"

•   아시아경제(P1): 올해도 1분기 추경…'30조원+α' 규모 추산

•   아시아경제(P1): [규제가 낳은 역차별] 구글·페북 활개치는데…국내 기업만 족쇄 채우는 韓

•   아시아경제: 개인 보다 돈 더 번 기관·외국인, 변동성 장세 뭐 담았나 "순환매 주목"

•   디지털타임스(P1): 원전 추진 의혹 앞에 힘 합친 野… 국정 조사 요구서 공동 제출

•   이데일리(P1): 주택개발 인허가, 중앙정부가? “연방제 수준 자치분권 어디갔나”

•   이데일리: 美블랙록, 급등해도 차익실현 `NO`…두산퓨얼셀·LGD `러브콜`

•   연합: 문대통령-바이든, 오늘 오전 통화예정

•   연합: 기재차관 "그린뉴딜에 8조원 투자…상반기 내 70% 집행"

•   연합: 산업·에너지 분야 2050 탄소중립' 중장기 로드맵 만든다

•   연합: 출발이 좋은 한국 조선업…연초부터 릴레이 수주

•   연합: 오늘도 400명대 중반, 변이 감염까지 비상…설앞 재확산 우려

•   뉴시스: 전경련 차기 회장 찾기 난항…허창수 5번째 연임 하나

•   뉴스핌: [심층분석] 北, 원전 논란에 침묵..."김여정 비난 메시지 가능성도"

•   뉴스1: 北 원전 건설 불가능하다면, USB에 담긴 신재생에너지는 가능할까

•   이투데이: 200조 로봇 시장 선점해라…현대ㆍ두산, 인재영입 각축전

•   더구루: 두산밥캣, 美 금융사 싱크로니와 계약…할부판매 강화

•   인사이트코리아: [단독] ‘북한 원전 수출’, 친원전 학자·보수세력이 2018년 먼저 주장했다

•   더스쿠프: 곳간 메꿨지만… 두산중공업 경영정상화 어디까지 왔나

•   WNN: Japan needs nuclear power, says energy minister

•   에너지경제: [단독] 성장 속도와 거꾸로 가는 신재생E 발전효율…‘뛰는’ 태양광, ‘걷는’ 풍력에 한참 뒤처져

•   에너지경제: 신재생E 계절별 '들쭉날쭉' 발전시간…태양광 ‘봄’ 풍력 ‘겨울’ 가장 많아

•   에너지경제: 월성1호기 재가동되나...이채익 의원 ‘재가동’ 추진법 발의

•   KHL: Komatsu reports consolidated sales down 17.2%

•   KHL: Volvo CE reports 6% rise in Q4 sales - KHL Group

•   KHL: Volvo unveils mid-size electric wheeled excavator concept

•   KHL: Autonomous mining firm enters Australia - KHL Group

•   Equipment World: Highway infrastructure to play key role in recovery package | Equipment World

•   For Construction Pros: How Caterpillar Q4 and 2020 Revenue Plunge Positions Cat to Emerge 'as an Even Stronger Company'

•   For Construction Pros: How the Buttigieg DOT Might Shape Infrastructure's Future

•   OilPrice.com: Oil And Gas Pipelines Set To Suffer Under Biden

•   OilPrice.com: China’s Oil Storage Levels Are Falling In Early 2021

•   OilPrice.com: U.S. To Detain Iranian Oil Cargo Traveling To United States

•   OilPrice.com: Brazil's Petrobras Exports Record Amount Of Crude In January

•   OilPrice.com: The Electric Vehicle War Is Heating Up In China

•   OilPrice.com: The Global Wind Energy Industry Is Set To Explode In 2021

•   전자신문(P1): [단독]삼성전자, 내년 'QD디스플레이 TV' 세계 첫 출시

•   전자신문: 삼성전자-삼성디스플레이, QD디스플레이 TV 상용화 협력 의미와 전망

•   전자신문: 수소융합얼라이언스추진단, 선박해양플랜트연구소와 해양그린수소 활성화 위해 맞손

•   전자신문: 한국로봇산업진흥원, '서비스로봇 활용' 5개 사업에 242억원 투입

•   전자신문: 재생에너지, 2025년 세계 에너지발전량 중 3분의1 차지

•   ZDNet Korea: 폰 사업 전면 재검토하는 LG, 어떻게할까?

•   ZDNet Korea: LG전자, 스마트폰 접어도 기술력 남을까

•   ZDNet Korea: 반도체 초호황 온다…'D램·파운드리' 성장세 주목

•   ZDNet Korea: SK하이닉스 "ULM·AIM 등 새로운 메모리 개발 중"

•   디지털데일리: 인텔, ‘공급 부족’ AMD와 PC 격차↑…서버는 추격 허용

•   Phone Arena: Growing 5G demand will drive major 2021 smartphone market recovery

•   Economic Times: Cheaper homes, build more: Extended tax holiday for builder, extra tax cuts for buyer

•   Business Standard: FPI inflow crosses $30 bn in FY21, highest investment in a FY since 2013

•   Folha de S.Paulo: Brazil's Congressional Leader Reaches Agreement with Opposition and Places PT and PSDB Political Parties on Congressional B

•   Moscow Times: Germany: New Russia Sanctions ‘Cannot Be Ruled Out’

•   Jakarta Post: Should we have local polls in 2022? The answer could shape 2024 presidential race

[Opinions]

•   Project Syndicate(Emmanuel Macron et al.): Multilateral Cooperation for Global Recovery

•   Project Syndicate(이종화): Will East Asia Win the Pandemic?

•   Project Syndicate(Jeffrey Frankel): What’s Different About the GameStop Bubble?

•   Project Syndicate(Shashi Tharoor): After Myanmar’s Coup

•   Project Syndicate(Kanni Wignaraja): Overcoming the Climate Challenge to Human Development

•   Project Syndicate(Mariana Mazzucato): From Moonshots to Earthshots

•   FT(Editorial Board): Russia takes a darker turn with Alexei Navalny’s jailing

•   FT(Editorial Board): An Italian rescue mission for Mario Draghi

•   FT(Robert Shrimsley): Boris Johnson’s vaccine win gives him a second chance. Can he take it?

•   FT(Gillian Tett): The Robinhood drama teaches us to look beneath the surface

•   FT(David Gardner): New Iran envoy shows Biden is serious about reviving nuclear deal

•   FT(Andreas Dombret): An equivalence ‘deal’ for the City and EU is doomed to fail

•   FT(Gwen Robinson): The west needs to talk to Myanmar generals

•   FT(Peggy Hollinger): Europe needs to mandate the right green fuels for aviation

•   FT(Kate Allen): Keeping zombie companies alive is the right call

•   FT(Claire Jones): No, inflation isn’t back

•   WSJ(Holman W. Jenkins, Jr.): Investing Has a PR Problem

•   WSJ(Jason L. Riley): Progressives Put the Racial ‘Equity’ Squeeze on Biden

•   WSJ(Phil Gramm, Mike Solon): The Risks of Too Much ‘Stimulus’

•   WSJ(French Hill): Congressional Democrats’ Plan to Bail Out China

•   WSJ(Michael D. Bordo, Mickey D. Levy): The Short March Back to Inflation

•   NYT(Editorial Board): Aleksei Navalny Is Resisting Putin, and Winning

•   NYT(Thomas L. Friedman): Vladimir Putin Has Become America’s Ex-Boyfriend From Hell

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

•   NYT(Aye Min Thant): What I Saw During Myanmar’s Coup

•   WP(David Ignatius): Biden’s surprisingly successful first two weeks

•   WP(Jennifer Rubin): Republicans want to better target Biden’s $1,400 checks. It’s not a bad idea.

•   WP(Paul Waldman): Joe Biden may already be turning down the temperature of American politics

•   WP(Megan McArdle): The covid questions we don’t want to face

•   WP(Molly Roberts): How do you count to 2,000? The Democrats cannot decide.

•   WP(James McAuley): Macron may not like it, but U.S. ‘multiculturalism’ has some lessons for France

•   WP(Francisco Toro): The U.S. can’t topple Venezuela’s regime, but it could change its behavior

•   Bloomberg(Bloomberg Opinion): Should the Elderly Get the AstraZeneca Shot?

•   Bloomberg(Tedros Adhanom Ghebreyesus, Michael R. Bloomberg): Tedros Adhanom Ghebreyesus and Michael Bloomberg on Stopping the Next Covid-19

•   Bloomberg(Bill Dudley): The Financial Lessons of the Covid-19 Pandemic

•   Bloomberg(Daniel Moss): Turkey's Inflation Busting Central Banker Faces an Implacable Foe

•   Bloomberg(Justin Fox): Covid-19 Mutations Make Immunity Math Incredibly Daunting

•   Bloomberg(Jared Dillian): The Fed Can't Ignore Its Role in GameStop Saga

•   Bloomberg(Karl W. Smith): Gaps, Traps and Stimulus Plans

•   Bloomberg(Jonathan Bernstein): Trump’s Trial Reveals a Weak Presidency

•   Bloomberg(Ramesh Ponnuru): What If Biden Can’t Deliver for His Party’s Left Wing?

•   Bloomberg(Ferdinando Giugliano): Why Europe Is Panicking About Vaccines

•   Bloomberg(Ferdinando Giugliano): Mario Draghi Is the Best Person for the Worst Job: Governing Italy

•   Bloomberg(Leonid Bershidsky): Alexey Navalny's Wife Yulia Navalnaya Is a New Force in Russia

•   CNN(Thomas Balcerski): History shows the GameStop saga won't end well

•   CNN(Isaac Larkin): How Biden can fix the vaccine bottleneck

•   CNN(Garry Kasparov): The people who let Putin get away with persecuting Alexei Navalny (opinion)

•   MarketWatch(Brad Slingerlend, Jon Bathgate): Shortage in chips puts U.S. national security at risk\

•   MarketWatch(David Morse): Biden must insist that all multinationals be taxed, not just U.S. tech giants

•   Fox News(James Carafano): Burma's lessons for Biden – here's how he should handle military thugs who staged coup

•   Fox News(Rick Scott): Biden's big government approach – here's how he'll hurt businesses, workers, families

•   매경(김세완): 경제학에서는 지금의 주식시장을 어떻게 보고 있을까?

•   중앙(이현상): 멸치 1g 또는 바나나 6개' 통렬한 비교가 원전괴담 진압했다

•   중앙(이정재): 탈원전 후과가 이리 무겁다