[Markets]
• 한국: 갈라서는 모자…두산인프라코어·밥캣 주가 희비
[Indicators]
• US Jan. Fiscal account: U.S. Budget Deficit Widened Last Month as Latest Stimulus Package Took Effect
• US Weekly Mortgage rates·applications: Mortgage demand drops as interest rates hit a three-month high
• China Jan. CPI·PPI: China Consumer Prices Fall Ahead of Lunar New Year Holiday
• China Jan. FDI: China economy: FDI rose in January following record 2020
• 한국 1월 고용: 1월 취업자수 98만2천명↓…외환위기후 최대 '고용쇼크'
• 한국 1월 금융시장 동향: 1월 가계대출 10조 늘어 역대 최대
• 한국 1월 ICT 수출: 1월 반도체·스마트폰 수출 호조에 역대 두번째 최대 수출
• 한국 2월 소상공인 경기동향 전망지수: 자영업자 우울한 설.. 경기전망 역대 최악
• Japan Dec. PPI: Japan's wholesale prices drop 1.6% in Jan. due to lower oil costs
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
[News]
• WSJ: The SPAC Boom, Visualized
• Reuters: Iranian nuclear scientist killed by one-ton automated gun in Israeli hit: Jewish Chronicle
• Nikkei Asia: Asia drives global corporate earnings to pre-pandemic levels
• Nikkei Asia: Apple partners with TSMC to develop ultra-advanced displays
• Nikkei Asia: Japan won't end COVID emergency this week
• Nikkei Asia: Vaccine ‘passports’ spark discrimination fears in Japan
• Nikkei Asia: Indonesian Red Cross chief sees COVID cases peaking in April
• Japan Times: BOJ eyes readiness for greater negative rates if needed
• 매경(P1): "블랙리스트 없다"고 반박한 靑…환경부·원전수사 해명 '논란'
• 매경(P1): 김밥집 옷가게 검색엔진…10번 실패후 K앱 '2조원 잭팟'
• 매경(P1): "세뱃돈 받으면 삼성전자株 살래요"
• 매경: "요즘 증권사 창구에 엄마들 줄섰다"
• 매경: 범수형 극찬한 이낙연 "이익공유 촉매되길"
• 매경: 삼성重, 대형선박 자율운항 세계 첫 도전
• 매경: 산은 "한진칼 대표·이사회 의장 분리하라"
• 한경(P1): "설 이후에도 집값 안 꺾인다"…2021 富동산 투자 가이드
• 서경(P1): 걷고 달리고···현대차 지능형 로봇 '타이거' 첫 공개
• 서경(P1): 자동차산업協 "車 반도체 3분기까지 품귀···정부, 대만에 증산 요청을"
• 서경: 경영 현안 산적...설에도 쉴 틈이 없다
• 조선(P1): ‘변이 팬데믹’… 두달 만에 86國 덮쳤다
• 조선(P1): [단독] 백운규, ‘월성 가동땐 적자’ 거짓문서 쓰게 했다
• 조선비즈: 메모리·시스템반도체 쌍끌이 호황…삼성·SK하이닉스 웃는다
• 조선비즈: 무선충전, 블루투스에 자율주행까지… 촌스럽던 농기계의 변신
• 인베스트조선: 두산-현대重 DICC 우선매수권 행사할 듯…차액 보전은 ‘두산重’ 몫
• 동아(P1): [단독]아스트라 백신 사용 허가… 고령층엔 ‘신중한 접종’ 권고
• 동아(P1): 美 “한일관계 수십년새 최악… 한미일 조율 약화”
• 세계(P1): 백신 들어와도 접종할 의료진 태부족 ‘비상’
• 헤럴드경제(P1): 금융사 대주주 가족도 적격심사 대상
• 헤럴드경제: “공급대책 알겠는데 전세불안은?”
• 파이낸셜뉴스: 4차 재난금 고삐죄는 與 "설 이후 추경편성 속도"
• 파이낸셜뉴스: 상장사 전자투표 바람… 증권사 무료솔루션 경쟁
• 파이낸셜뉴스: 기관 투자 선제조건 된 ESG
• 파이낸셜뉴스: 큰손답게 ‘짱짱한 수익’… 연기금, 10조 던진 와중에 뭐 샀나
• 아시아경제: 한경연 "재난지원금, 피해 계층 선별지원이 더 효과적"
• 아시아경제: 불법 공매도·활성화 지원책은 ‘반쪽짜리’…결국 개미 발목 잡는다
• 이데일리: 자고 나면 오르는 가계대출 금리, 문턱 더 높아진다
• 글로벌이코노믹: 해외진출 건설사들 리비아에 웃고, 미얀마로 울고
• 에너지경제: "국내 RE100 쉽지 않네"…녹색프리미엄 판매 저조 실효성 논란
• Equipment Journal: Kubota introduces new SVL series compact track loader
• Construction Equipment: Robotics Tech: Better Buildings, Less Time
• For Construction Pros: Barely More Than Half of Construction Workers Will Take the COVID-19 Vaccine
• OilPrice.com: Oil Major Total Sees 10 Million Bpd Supply Gap In 2025
• ZDNet Korea: 세계 최초 LG 롤러블폰 출시 무산되나
• Hannover Messe News: IGUS offers low cost automation Made in Germany
• Hannover Messe News: KUKA’s Mission 2030: Automation for Everyone
• Hannover Messe News: The Way to Digitalization
• Robotics Tomorrow: Collaborative Robotic Sanding with Kane Robotics and ATI’s AOV-10
• Robot Report: Cruise, Waymo lead way in Calif. autonomous vehicle testing
• Robot Report: PickNik developing ROS 2 driver for UR cobots
• Economic Times: Protesting farmers announce 4-hour nationwide 'rail roko' on February 18
• Business Standard: Farm reforms needed, 'status quo' doesn't achieve things: PM Modi
• Business Standard: India's medium-term growth outlook critical in ratings, says Fitch
• Business Standard: Digital currency an idea that can go far, but will RBI explore it?
• Folha de S.Paulo: Bolsonaro Excludes Vice President from Ministerial Meeting
• Moscow Times: Russia Eyes Measures to Tackle Migrant Labor Shortage
• Moscow Times: Russian Household Savings Doubled During Pandemic
• Jakarta Post: [ANALYSIS] The supply chain opportunity in the race to zero
[Opinions]
• Project Syndicate(Jim O’Neill): Reflections on a Plague Year
• Project Syndicate(Diane Coyle): Restoring Nature to Economics
• Project Syndicate(Eric Posner): Why Try Trump?
• Project Syndicate(Stan Matwin): Let’s Get Real About AI
• FT(Editorial Board): How tech went big on green energy
• FT(Editorial Board): The Fed must be mindful of mounting inflation worries
• FT(Nouriel Roubini): Bitcoin is not a hedge against tail risk
• FT(Robert Shrimsley): Labour’s Starmer has no quick fix; Johnson stole his story
• FT(Anne-Sylvaine Chassany): The west should pay attention to Russia and China’s vaccine diplomacy
• FT(Jamie Powell): Housebuilders won’t be fazed by the cladding outcry
• FT(Jamie Powell): Tesla and bitcoin: the accounting
• FT(Lex): General Motors: semi-charmed life
• WSJ(Holman W. Jenkins, Jr.): EVs Are the Lowest Climate Priority
• WSJ(Max Raskin): Can You Get Rich With Bitcoin? Sure, but Slowly
• NYT(Louis Hyman): The New Deal’s Capitalist Lessons for Joe Biden
• NYT(Michael Shifter): President Biden Should Not Underestimate Challenges in Latin America
• WP(Editorial Board): Biden must make a tough decision on Afghanistan — and quickly
• WP(Josh Rogin): How Clubhouse (briefly) exposed China’s fear society
• Bloomberg(Mohamed A. El-Erian): CPI Inflation Data Clear the Way for Stimulus But Amplify Risks
• Bloomberg(Bill Dudley): Four More Reasons to Worry About U.S. Inflation
• Bloomberg(Noah Smith): Covid-19 Gives America a Chance to Fix Its Welfare State
• Bloomberg(John Authers): Here's a Silly Game That Should Make Stocks Go Up
• Bloomberg(Chris Hughes): London Is Losing the SPAC Fight With New York
• Bloomberg(Karl W. Smith): Biden’s Economy Will Depend on School Reopenings
• Bloomberg(Jonathan Bernstein): Trump’s Impeachment Defense Convinces No One
• Bloomberg(Therese Raphael): Britain’s Virus Fight Enters its Guerrilla War Stage
• Bloomberg(Adam Minter): Don’t Bank on Biden’s Carbon Bank
• CNBC(Vanessa Colella, David Kidder): How to make the right long-term bets on innovation at time of rapid change
• CNN(Steve Grove): I left Google for a government job. Why more people should do the same
• CNN(Norman Eisen, Katie Reisner): This impeachment trial could surprise us
• MarketWatch(Therese Poletti): Cisco faces uncertainties as many continue to work from home
• MarketWatch(Daniel Newman): Amazon and Microsoft rule the cloud — but where do Alphabet and smaller companies fit in?
• MarketWatch(Jay Bowen): The U.S. could catch Japan’s economic malaise if the Fed and other officials don’t heed the warnings
• MarketWatch(Margarida Jorge, Niko Lusiani): The COVID-19 vaccine gives America a chance to lead the world again — just keep Big Pharma out
• Fox News(Tucker Carlson): Have questions about the COVID vaccine? 'Shut up and take it,' says Big Tech
• 서경(성풍현): “원전은 안전···지금이라도 탈원전 포기하고 신한울 공사 재개해야”
• 조선(사설): 원전 조작 수사, 청와대 주도 전모 밝히는 게 핵심이다
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