Business Intelligence Monitor 210222

(Introduction)

[Markets]

•   Global: Shares rise as cyclical stocks provide support; yields climb

•   UK: Pound hits $1.40 for first time since 2018 as vaccine boosts UK outlook

•   한국: 코스피 70P 변동 끝에 0.7% 상승…3,100선 회복

•   한국: "낸드도 턴어라운드"···다시 뛴 SK하이닉스

•   한국: 두산그룹주 약세, 오리콤 2%대 하락 두산퓨얼셀 두산도 내려

•   한국: 장단기 금리차 10년만에 최고

※   매경: 장기금리 오르지만…증시 악영향 미미할 듯

•   Metals: Copper soars to loftiest since 2011 on tight supply and weak dollar

•   Iron ore: Iron ore price retreats on higher steel inventories in China

•   Grains: Soybeans rise as USDA projects tight supplies into 2022, corn mixed

•   Cryptocurrency: Bitcoin hits $1 trillion in market value as cryptocurrency surge continues

[Indicators]

•   US·Europe·Asia Feb. PMI: Global Services Economy Moving at Two Speeds as Factories Thrive

•   US Jan. Existing home sales: U.S. Home Sales Edged Higher in January Amid Tight Inventory

•   US Weekly Rig count: U.S. drillers cut oil rigs for first week in 13 amid deep freeze - Baker Hughes

•   US Q1 GDP Nowcast: Feb 19, 2021: New York Fed Staff Nowcast

•   UK Feb. PMI·Jan. Retail saels: UK manufacturing hit by Brexit trade disruption

•   한국 2020년 말 국제투자대조표: 해외로 간 개미·기관, 작년에만 62조 벌었다…"역대급 규모"

•   한국 2020년 말 대외채무: 작년 말 기준 대외채무 5424억달러…코로나19 영향, 755억달러 늘어

•   한국 1월 주택매매: 주택 거래절벽 다시 오나···1월 매매 10만건 아래로

※   매경: 임대차법 후폭풍…1월 월세비중 40% 넘었다

•   한국 1월 카드승인액: 카드승인액 두달 연속 감소…정부 "실물경제 불확실성 지속"

•   한국 주간 아파트 가격(부동산114): 2·4대책-설연휴 영향… 서울 집값 상승폭 둔화

•   Japan Jan. CPI: Japan's core CPI down 0.6% in Jan., but pace of fall eases

[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

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Some Covid-19 Vaccines Are Effective After One Dose, Can Be Stored in Normal Freezers, Data Show

•   WSJ: For Covid-19 Survivors, One Shot May Be Enough, Preliminary Studies Show

•   WSJ: China Deploys Covid-19 Vaccine to Build Influence, With U.S. on Sidelines

•   WSJ: Storms Delayed Shipments of About 6 Million Vaccine Doses, White House Says

•   WSJ: Covid-19 Face Mask Mandates End in Some States, Fueling Tensions

•   WSJ: Covid-19 Was Spreading in China Before First Confirmed Cases, Fresh Evidence Suggests

•   WSJ: Underfunded and Under Pressure, U.S. Pensions to Keep Investing in China

•   WSJ: The Texas Freeze: Why the Power Grid Failed

•   WSJ: Water Problems Persist as Texas Restores Power

•   WSJ: Biden Looks to Step Up Federal Disaster Aid for Texas

•   WSJ: Aerial Attacks on Saudi Arabia Expose Vulnerability of U.S. Ally

•   WSJ: Blue-Collar Jobs Boom as Covid-19 Boosts Housing, E-Commerce Demand

•   WSJ: Midwest Labor Markets Shake Off Covid-19 Downturn

•   WSJ: Inflation Problems Depend on Where You Look for Them

•   WSJ: Trump to Speak at CPAC in First Public Appearance Since Leaving Office

•   WSJ: New York Fed’s Williams Not Worried About Rise in Bond Yields

•   WSJ: U.S. Report Allows Russian Pipeline Project to Proceed, for Now

•   WSJ: Economy Week Ahead: Fed, Jobless Claims, Consumer Spending

•   WSJ: Bond Selloff Prompts Stock Investors to Confront Rising Rates

•   WSJ: GameStop Craze Puts Holders of Retail ETF on Wild Ride

•   WSJ: Restaurants and Startups Try to Outrun Uber Eats and DoorDash

•   WSJ: Houston Businesses Emerge From Winter Freeze

•   WSJ: Travel’s Covid-19 Blues Are Likely Here to Stay—‘People Will Go Out of Business’

•   NYT: Biden Tells Allies ‘America Is Back,’ but Macron and Merkel Push Back

•   NYT: Republicans Struggle to Derail Increasingly Popular Stimulus Package

•   NYT: Can Russia Deliver on Its Covid Vaccine Promises to the World?

•   NYT: In Israel and the Gulf, Reaction to U.S. Push for Iran Talks Is Muted but Wary

•   NYT: With Vaccine Delay, Biden Warns of Uncertain End to Pandemic

•   NYT: Texas Blackouts Point to Coast-to-Coast Crises Waiting to Happen

•   NYT: His Lights Stayed on During Texas’ Storm. Now He Owes $16,752.

•   NYT: Texas Winter Storm: What to Know

•   NYT: A Ripple Effect of Loss: U.S. Covid Deaths Approach 500,000

•   NYT: China Censors the Internet. So Why Doesn’t Russia?

•   NYT: China Is Preparing for Another Olympics in Beijing, Like It or Not

•   NYT: Democrats Beat Trump in 2020. Now They’re Asking: What Went Wrong?

•   NYT: The Boredom Economy

•   NYT: Russian Court Clears Way to Send Navalny to a Penal Colony

•   NYT: Myanmar Security Forces Open Fire on Protesters, Killing 2

•   NYT: Texas Power Grid Run by ERCOT Set Up the State for Disaster

•   NYT: On the Post-Pandemic Horizon, Could That Be … a Boom?

•   NYT: Positive Coronavirus Test? Canadians Worry Their Neighbors Will Find Out

•   NYT: Virus Variants Deliver Fresh Blow to Europe’s Open Borders

•   NYT: How Democrats Are Already Maneuvering to Shape Biden’s First Supreme Court Pick

•   NYT: Democrats’ Big Tent Helped Them Win. Now It Threatens Biden’s Agenda.

•   NYT: In Israeli Election, a Chance for Arabs to Gain Influence, or Lose It

•   WP: Biden low-key approach to natural disaster contrasts with Trump

•   WP: Why the U.S. economy could be poised for unfamiliar era

•   WP: Can I choose which covid vaccine I get? Pfizer vs. Oxford generates strong opinions in U.K.

•   WP: 500,000 coronavirus deaths visualized: A number almost too large to grasp - Washington Post

•   WP: Impeachment is over. But other efforts to reckon with Trump’s post-election chaos have just begun.

•   WP: White House says Biden is ‘eager’ to go to Texas, possibly as soon as this week

•   WP: Six months after massive Beirut explosion, official investigation has been upended

•   WP: In North Korea, economic crisis has factories closing. Kim Jong Un's answer is more state control.

•   FT: Uber loses landmark UK battle as Supreme Court rules drivers are workers

•   FT: UK ruling on worker recognition threatens to crash Uber model

•   FT: ‘Momentous’ Uber ruling prompts call for clarity on UK workers’ rights

•   FT: Tanzania looks to divine providence as government shuns Covid vaccines

•   FT: Climate tsar warns of security threat as US rejoins Paris accord

•   FT: China admits 4 soldiers died in Himalayan clash with Indian soldiers

•   FT: Escaping lockdown: when will life return to normal?

•   FT: Renault warns of tough year ahead after €8bn loss in 2020

•   FT: Robinhood chief apologises over GameStop affair

•   FT: ECB set to disappoint campaigners on climate change

•   FT: HSBC intensifies pivot to Asia with job moves and US exit

•   FT: US mortgage rates jump on higher Treasury yields

•   FT: Israel finds BioNTech/Pfizer vaccine reduces virus transmission

•   FT: Racial inequality plagues US vaccine rollout

•   FT: BoE faces tension over stimulus options if recovery disappoints

•   FT: Covid vaccines cut UK deaths but lockdown still key in reducing infections

•   FT: Johnson’s plan to safeguard the union in chaos as key aide quits

•   FT: Johnson puts final touches to easing of England lockdown

•   FT: US concerned at Chinese law allowing coast guard use of arms

•   FT: Corporate US urges Biden to avoid hiking taxes to fund infrastructure

•   FT: Former banker makes second round of Ecuador’s presidential vote

•   FT: Currency crisis leaves Lebanese cupboards bare

•   FT: Ukraine imposes sanctions on Putin ally Viktor Medvedchuk

•   FT: Detention stokes fear among India’s young climate change activists

•   FT: China tightens online lending rules in fresh blow to Ma’s Ant Group

•   FT: Asset managers rush to shore up portfolios against inflation

•   FT: Investing in Europe — new opportunities on the old continent

•   FT: Will inflation data justify investors’ concerns?

•   FT: US small-caps stocks outpace larger peers on vaccine hopes

•   FT: ‘Green bubble’ warnings grow as money pours into renewable stocks

•   FT: Deaths surge in Mexico as pandemic extracts a heavy toll

•   FT: Salvini’s hardcore supporters lose faith in their ‘Capitano’

•   FT: UK flower growers hit by post-Brexit labour shortages

•   Bloomberg: IMF Sees Limited Inflation Risk From Biden’s $1.9 Trillion Plan

•   Bloomberg: Fed Says Policy Providing ‘Powerful Support’ to U.S. Economy

※   Fed: Monetary Policy Report – February 2021

•   Bloomberg: Biden’s Economic Legacy at Stake With Next Package Taking Shape

•   Bloomberg: Chip Crisis Flummoxes Congress in a World Where U.S. Output Lags

•   Bloomberg: Riksbank Meeting Shows Policy Makers Don't Rule Out Return to Subzero Rates

•   Bloomberg: Ocean Cargo Snarls Force Global Commerce to Look Outside the Box

•   Bloomberg: Iran Says Ready for Talks With Arab States Without Preconditions

•   Bloomberg: Iran Compromise With Atomic Monitors Taps Brakes on Escalation

•   Bloomberg: U.S. Says ‘Ball in Iran’s Court’ on Reviving Nuclear Deal

•   Bloomberg: BOE’s Vlieghe Gives Strongest Backing Yet for Negative Rates

•   Bloomberg: Germany Damps Hopes for Easing Curbs as Contagion Rates Rise

•   Bloomberg: Britain’s Next Answer to Covid Is to Prepare to Live With It

•   Bloomberg: Taiwan Sounds Warning on Currency as Exports Soar on Chip Demand

•   Bloomberg: African Union Secures 300 Million Doses of Russia's Sputnik V Vaccine

•   Bloomberg: India Wields Colonial-Era Sedition Law to Detain Farm Protesters

•   Bloomberg: Iran to Attend OPEC+ Committee Meeting Next Month, Delegate Says

•   Bloomberg: Iraq Freezes Oil for Pre-Payment Deal for Now, Oil Minister Says

•   Bloomberg: Stocks to Watch After Vaccine

•   Bloomberg: A 2020 Winner in Asia’s Stock Market Is Now the Biggest Loser

•   Bloomberg: China’s Yield Appeal Catapults Yuan to the Global FX Big League

•   Bloomberg: Inflation Angst Is About to Rewrite the Stock Market Playbook

•   Bloomberg: Bubble Warnings Go Unheeded as Everyone Is a Buyer in Stocks

•   Bloomberg: Surging U.S. Yields Loom Over Emerging Markets Beholden to Fed

•   Bloomberg: China Mulls Easing Capital Controls on Offshore Investments

•   Bloomberg: China Imposes Further Caps on Online Lending Amid Clampdown

•   Bloomberg: Indonesia Issues Implementing Rules for Investment Law Reform

•   Bloomberg: Post-Brexit Britain Plots Fintech Big Bang with Hubs, Tech Visas

•   Bloomberg: iPhone Assembler Foxconn to Help Launch Electric Cars This Year

•   Bloomberg: Restarting Texas’s Frozen Energy Heartland Will Be a Climate Mess

•   Bloomberg: Texas Blackout: How the Electrical Grid Failed

•   Bloomberg: Gas Traders Pleaded for Cash as Texas Cold Upended Their Market

•   Bloomberg: A Giant Flaw in Texas Blackouts: It Cut Power to Gas Supplies

•   Bloomberg: Iraq Plans to Build 10 Gigawatts of Solar Projects Over 10 Years

•   Reuters: China hikes half-year rare earth output quotas to record level

•   Reuters: Russia approves its third COVID-19 vaccine, CoviVac

•   Reuters: Johnson & Johnson applies to WHO for emergency use listing of COVID-19 vaccine

•   Reuters: EU seeks alliance with U.S. on climate change, tech rules

•   Reuters: Foxconn chairman says expects 'limited impact' from chip shortage on clients

•   Reuters: WHO's Tedros says he still has no details from Tanzania on its COVID response

•   Reuters: Japan will need nuclear power in 2050-utilities group head

•   Reuters: Exclusive: IAEA found uranium traces at two sites Iran barred it from, sources say

•   Reuters: Exclusive: White House working with Facebook and Twitter to tackle anti-vaxxers

•   Reuters: Exclusive: Facebook and Google could lose bargaining power under upcoming U.S. bill to help news outlets

•   Reuters: Analysis: As U.S. rejoins Paris pact, hopes rise for reopening of climate finance tap

•   CNN: Biden lies less than Trump, fact-checkers say. But he's not perfect

•   CNBC: Apple, Facebook, Microsoft battle to replace smartphone with AR

•   CNBC: Stronger economic data could power stocks that thrive in a rebound in the week ahead

•   CNBC: U.S. condemns fatal shootings of protesters in Myanmar, calls on military to end violence

•   CNBC: White House says there are no plans to invite Russia to join G7

•   CNBC: CDC says these are the most common side effects people report after getting Covid vaccine

•   CNBC: Fauci cautions against complacency as Covid infections decrease

•   CNBC: How Congress may automatically phase out unemployment benefits

•   CNBC: Rise in Treasury yields prompts speculation of a ‘tantrum’ for markets

•   MarketWatch: Big Tech is swallowing the rest of Silicon Valley

•   Hill: Almost half of Republicans would join Trump party: poll | TheHill

•   SCMP: China’s ‘two sessions’: why this year’s event is so important for Xi Jinping’s vision for the future

•   SCMP: India and China hold fresh round of border talks after ‘smooth completion’ of pullback from Pangong Tso

•   SCMP: US-China tensions: Joe Biden signals tougher line on Beijing with key appointments

•   SCMP: US-China tech war: calls for Biden to fund US semiconductors grow louder in Washington

•   SCMP: EU-China relations: services sector seen as untapped potential for growth in relationship after goods trade overtakes US

•   SCMP: China urges markets to focus on rates, not liquidity, to avoid ‘misunderstanding’ of monetary policies

•   SCMP: China population: plan to lift birth restrictions in the northeast panned for not tackling economic roots of crisis

•   SCMP: China’s carbon neutral push gathers pace as coal-fired power plants drop below 50 per cent for first time

•   SCMP: China’s robotics revolution falls behind target as technology gap with rivals Japan, Germany persists

•   SCMP: China’s provinces bank on high growth amid export rebound

•   SCMP: Chinese investors look south to Hong Kong as outflow rules ease

•   Global Times: Chinese COVID-19 vaccines arrive in Colombia, Mexico

•   Global Times: Smartphone maker Xiaomi to foray to EV manufacturing: media report

•   Nikkei Asia: Komatsu aims for lead in hydrogen-powered mining trucks

•   Nikkei Asia: Sony's self-driving sensor sees 300 meters down the road

•   Nikkei Asia: Slow vaccine rollout casts cloud on Davos and global events in Asia

•   Nikkei Asia: Honda names new president to lead charge into electric era

•   Nikkei Asia: Earthquake reveals fractures in Japan's auto supply chains

•   Nikkei Asia: Trans-Atlantic 'Quad' prepares for new Eastern center of gravity

•   Nikkei Asia: Fujifilm to restart Avigan COVID-19 trials in Japan

•   Nikkei Asia: Japan and US savings surge, with vaccines set to trigger spending

•   Nikkei Asia: Japan receives 2nd shipment of Pfizer vaccine

•   Nikkei Asia: China coast guard vessels enter Japan waters near Senkakus

•   Nikkei Asia: Oil market bounces back from COVID depths on vaccine optimism

•   Mainichi: Japan downgrades key economic assessment for 1st time in 10 months

•   Mainichi: Bank of Japan may clarify curbs on ETF buying when stocks gain: sources

•   Japan Times: Japan's green growth plan propels firms to sharpen environment focus

•   Japan Times: Privacy faces risks in tech-infused post-pandemic workplace

•   매경(P1): 15년만에…5대 경제단체장 모두 기업인

•   매경: 代이은 무협회장 구자열…경제단체 통합 '조정자 역할' 주목

•   매경: 급물살 타는 경제단체 인적쇄신…26일 전경련총회 촉각

•   매경(P1): 보궐선거 코앞인데…문 대통령 "국민위로금 검토"

•   매경: 文 "4차지원금 넓고 두텁게"…당정 갈등속 이낙연에 힘 실어줘

•   매경: 노동계 의원 입김 세진 국회…親노조 입법 더 늘듯

•   매경: [단독] 신한은행의 양심고백 "신용대출 금리, 사실은 이렇습니다"

•   매경: 은성수 "韓銀 빅브라더 발언, 화난다"

•   매경: 저유가 덕 본 한전, 1년만에 영업익 5조 늘어

•   매경: 소송엔 말아낀 최태원…배터리 산학협력 강조

•   매경: "화웨이 빈자리 잡아라"…삼성 에릭슨 미국 5G 쟁탈전

•   매경: 현금부자만 점점 유리해지는 '로또청약'

•   매경: "부동산 유튜버 정부에 신고해라"…산으로 간 집값 대책

•   매경: "실거래가 신고, 등기시점으로 변경"

•   매경: [단독] 삼성 美반도체 공장 이번엔 물부족 사태…정상가동 지연 위험성 커져

•   매경(P1): 4차지원금 매출감소폭 따라 차등지급…자영업 최대 500만원

•   매경: [단독] 고졸청년 고용하면 채용장려금 준다…최대 15조 추경 추진

•   매경: "재난지원금, 5~9인 개인사업자·법인도 포함을"

•   매경: "조선 왕도 나랏돈 이렇게 못 써"…문 대통령 국민위로금 발언 논란

•   매경(P1): 5명 중 1명'…3월 이후엔 대출 못 받을 수 있어요

•   매경: "더 센 대출규제 3월에 온다"…자영업자·청년 벌써부터 한숨

•   매경(P1): 경제단체협 부활 목소리 커진다

•   매경: 규제입법 폭주에…학계도 "강력하고 하나된 재계창구 절실"

•   매경: 7년 8개월' 상의 떠나는 박용만…"규제는 없애는 게 디폴트 값"

•   매경: 이번주 최태원·구자열 '뉴 리더십' 공식 출범

•   매경: "고맙다, 동학개미"…평균 연봉 2억 넘는 증권사 등장

•   매경: [단독] 원자재값 뛰는데…해외자원개발 예산 '역대 최저'

•   매경: 한국은행 보고서 "中 성장이 세계 경제회복에 기여"

※   한국은행: 해외경제 포커스(제2021-6호)

•   매경: 2월 주가 주춤하면서 신용대출 증가세도 꺾여

•   매경: 셀트리온 서정진 "치료제 원가에 무제한 공급"

•   매경: 아픈만큼 성숙…에너지 철강 화학 폭풍반등

•   매경: 버핏 효과 살아있네…투자종목 공개에 한국 관련 주식 들썩

•   매경: 국민연금, 애플 구글 테슬라 팔고 사들인 미국 주식은

•   매경: 韓증시 주춤하자…대안 찾기 바쁜 개미들

•   한경(P1): 비트코인 랠리…지난달 신규계좌 30% 늘었다

•   한경: 다시 부는 '비트코인 광풍'…"계좌 트자" 연일 북새통

•   한경(P1): 선거 앞두고…여야, 가덕도신공항법 합의

•   한경: 15년 논란 가덕도 신공항 '졸속 합의'…5조 이상 더 든다

•   한경: "가덕도신공항 법안 26일 본회의 처리"

•   한경: 테슬라 주가 743%↑…서학개미·기관이 번 돈, 삼성전자 영업익의 2배

•   한경: 운송사, 전기차 부품 만들고…식품기업, 주방세제 팔고

•   한경: '큰정부' 만능주의…신산업 장벽 놔둔채 재정만 풀어 뉴딜 주도

•   한경: 방역 앞세워 동선·통신기록 추적…'빅브러더' 우려 커져

•   한경: "공모주 선점 기회"…하이일드펀드, 저신용 회사채 싹쓸이

•   한경: 정부 "주말 유행상황 지켜본 뒤 거리두기 조정 결정"

•   한경: 옷이 까끌까끌·부들부들…로봇이 촉감까지 알려준다

•   한경: 증시 낙관론 흔들리는데…세 가지 변화에 주목하라

•   한경(P1): 與 "언제든 원전·석탄발전 사업권 박탈"

•   한경: 수조원 쏟아부었는데…강릉·삼척발전소 '강제폐업' 위기

•   한경: 신한울 3·4호기, 허가 연장해도 공사 재개 가능성 희박

•   한경: 보상금을 '피해 기업'서 강제로 걷겠다는 與

•   한경(P1): 반도체 품귀에…삼성, 평택 파운드리 신규라인 조기 가동

•   한경(P1): 길 한복판 5층 건물 통째로 텅 비었다…'명동의 눈물'

•   한경: 강남 호프집 月매출 3000만원→550만원…이대앞 가게 80%가 휴업

•   한경: "韓·日 협력해야 對北정책 효과"…美, 재확인…중재 나설지 주목

•   한경: 세대수 늘어 집값 올랐다는 문 대통령…野, 통계로 정면반박

•   한경: "北, 영변 우라늄 농축시설 겨우내 가동"

•   한경: "주식·부동산 폭등…거품 꺼지면 '2차 충격' 온다" 경고

•   한경: 日 '잃어버린 30년' 닮아가는 한국

•   한경: 집값 폭등 주범이 저금리? 전문가 "한국은 정책 실패가 더 커"

•   한경: 코로나와 이별 준비…반도체·여행·게임 ETF 만나라

•   한경: SK하이닉스, 낸드까지 좋아진다…"목표주가 17만원"

•   한경: 박용만 "내 역할은 청년사업가 돕는 것…어떤 일이든 하겠다"

•   한경: 갤럭시 S21 울트라, 영국을 홀리다

•   서경(P1): ‘2차 공공재개발’ 절반 퇴짜···‘바늘구멍’ 기준에 발목

•   서경(P1): 野 반발에도... 민주당 ILO 비준안 강행 처리

•   서경: 편향성 더 커진 친노동 노조법···경총 "사용자 대항권 보장하라"

•   서경: "反시장 정책에 한목소리 내야"[변화 요구받는 4대 경제단체]

•   서경: 전략적 가치 큰 4·8나노...삼성, 파운드리 '틈새' 파고들다

•   서경: '중대재해법' 비상 걸린 건설사···연합 TF 꾸렸다

•   서경: 변동장 뇌관 될라···CFD發 반대매매 '빨간불'

•   서경: 꿈틀대는 인플레이션···'리츠의 시간' 온다

•   서경: ESG 붐에...자사주 매입 늘어나나

•   서경: '미국산 우선' 정책에 한국도 "화웨이처럼 불똥 맞을라"

•   서경(P1): 정몽구, 현대차그룹 경영서 손 뗀다

•   서경: MK '정의선 미래 모빌리티' 무한신뢰···조기 퇴진으로 힘 실어줘

•   서경: 현대차그룹 지배구편 개편 속도···'모비스 인적분할 → 글로비스 흡수합병' 카드 다시 꺼내나

•   서경(P1): GTX ‘완행열차’ 될라···서울시, “정차역 3곳 더”

•   서경: 올해 국가 채무 1,000兆 예고···신용등급 추락 '역풍' 맞을수도

•   서경: 3.3조→5조→10조···선거 앞두고 재난지원금 또 늘려

•   서경: "코로나 장기화 여파···IMF 이후 가장 긴 경기침체"

•   서경: 백신 1차 대상자 93% '접종 동의'했지만···AZ 효능 논란에 이탈자 대거 나올 수도

•   서경: 엇갈린 수출 기상도···美 '흐림' 中 '맑음'

•   서경: 한은 '기준금리 동결' 유력···성장률 전망치는 상향할까

•   서경: "文부터 백신 맞으라"는 野에...與 "대통령이 실험대상이냐"

•   서경: 마그나 날개 달고···LG 전장사업 '반등 액셀'

•   서경: 안방 위협하는 中 CATL···현대차 물량 또 따냈다

•   서경: 동학개미, 작년 삼성전자 배당금 1조 챙겼다

•   조선(P1): 바이든 동맹외교 무대에 한국 자리는 없었다

•   조선: 북핵·中견제 엇박자… ‘자유진영 맞나’ 의심받는 한국

•   조선: 日은 美와 더 밀착… 쿼드 사무국 역할하며 영향력 키우기 나서

•   조선: 정부 “코로나 재확산” 전문가들 “4차 대유행 조짐”

•   조선: 26일 아스트라 첫 접종... 화이자 백신도 5만8500명분 반입

•   조선(P1): 한국 집단면역, 정부는 11월 전망... 해외 분석기관은 “내년 중반”

•   조선(P1): 편의점 맥주 살때도 “지문 찍으세요”... 하긴 했지만 아 찝찝해

•   조선: 홍 부총리 “재정 건전성, 칼로 무 자르듯 기준 있는 것 아니다”

•   조선: “퀄컴 위기 이겨낸 건 5G 기술 덕분, 통신기업들 황금기 열렸다”

•   조선: 누군 3000만원, 누군 100만원... LG전자도 성과급 시끌시끌

•   조선: 쌍용·한국GM·르노삼성 판매량, 벤츠·BMW에도 밀려

•   조선: 산업硏 “도소매·음식 5~9인 업장도 재난지원금 줘야”

•   조선: 中, 탄소 배출 기업에 준조세 준비… 한국도 발등의 불

•   조선: ESG는 사기? 일각선 “탄소세는 개도국 기업 견제 목적”

•   조선: 모건스탠리·S&P 등 기업 점수·등급 발표… 척도 1000개 넘어

•   조선비즈: [단독] 한수원, '원전 경제성 평가 지침' 만든다… 탈원전로드맵 차질 전망

•   조선비즈: 탈원전 포기 수순?… 작년 원전 발전량 文정부 이후 최대

•   조선비즈: 현대차·포드, 보행로봇·로봇개 개발 바람… '라스트 마일'이 뭐길래

•   조선비즈: 아파트 분양 받아 집값 떨어지면 이사도 못 가나...엉성한 주택법 논란

•   인베스트조선: 김승연 한화그룹 회장 복귀 초읽기…횡령·배임 민감한 기관 반대 넘어야

•   중앙: 졸속 계획에 주민 반발, 일부 신도시도 사업 지연 불가피

•   중앙: 백신 접종 후 전세계 확진자 감소세…접종률 60% 땐 변이 걱정 없어 빨리 맞아야

•   중앙: “백신이 만능 아니지만 가장 효과적 수단…중증화 막고 바이러스 전파력 감소시켜”

•   중앙(P1): “동맹, 거래 아니다” 바이든, 국제 연설 한국 부담 커졌다

•   중앙: 주식서 코인으로 ‘개미 대이동’?

•   중앙: 블룸버그가 불붙였다, 한국씨티은행 매각설

•   중앙: 증권거래세 작년 역대급 8.7조…동학개미가 나라 곳간 채웠다

•   중앙: 10대그룹도 반도체·화학만 웃었다…차·조선·철강은 부진

•   중앙: [트랜D] 점차 치열해지는 전기차 시장의 승자는 누굴까

•   동아: 與, 쿠팡 美증시 택하자 뒤늦게 “차등의결권 입법”… 그마저도 반쪽

•   동아: [단독]정의용-서훈 “한일관계 복원 노력에도 日 강경” 美에 전달

•   동아: 정부 공급 일자리 90만개중 59만개가 월27만원 ‘용돈 일자리’

•   동아(P1): 휘발유값 13주째 상승… 식품값도 줄인상

•   동아(P1): 남 일 아닌 ‘코로나 우울’… 1년간 심리상담 136만건

•   동아: MZ세대 “인사평가 납득 못해”… 공정성 요구 커져 기업마다 홍역

•   동아: 22일 ‘산재 청문회’에 대기업 CEO 9명 출석

•   동아: “매출 제로” 4000개 여행사 사실상 폐업

•   동아: 간척지에 태양광 발전소… 섬주민들, 4월부터 ‘에너지 연금’ 받는다

•   동아: “에너지 개발사업 이익 주민들과 공유… 지역 주도 ‘에너지 복지’ 성공모델 될 것”

•   동아: 코로나 대출 80조 재연장에 은행 고심

•   문화(P1): 백신 접종 D-7… 명단 확정… 65세미만 27만명으로 줄어

•   한국: [단독] 당정, 특고 고용보험 적용 7월→1분기로 앞당기기 추진 중

•   한국(P1): [팩트파인더] 한은-금융위 물고 뜯는 '전금법' 빅브러더 논란, 누구 말이 맞나

•   한국(P1): 어느새 6500만원... 손정의도 물렸던 비트코인 "거품이냐 진짜냐"

•   한국: [단독] 삼성전자, 숨은 병기 ‘애드테크’ 사업 확대한다

•   국민(P1): 화이자도 이달 접종… 의료계 접종 ‘보이콧’ 경고에 긴장감

•   국민: 산업부 ‘北 원전’ 문건, 신한울 3,4호기 구하기 ‘밑밥’?

•   경향(P1): 만남 없이 ‘난제’만…출구 못 찾는 한·일 [뉴스분석]

•   머니투데이(P1): 쿠팡, 대기업집단 지정 임박…불공정행위 손본다

•   머니투데이: 토종기업 쿠팡?…외국인투자로 월급줬다[이지경제]

•   머니투데이(P1): '10%의 땅에 50%가 사는' 대한민국…지방이 소멸된다

•   머니투데이: 가상자산의 현실···선규제 후편입, 공무원식 발상

•   머니투데이: 증시 조정 언제까지…15% 떨어진 삼성전자 지금 사도 될까?

•   헤럴드경제(P1): 美한파 LG·기아 멕시코공장도 덮쳤다

•   헤럴드경제(P1): 현대차그룹 ‘ESG 경영’ 속도낸다

•   헤럴드경제: 조직 바꾸고 대규모 투자…기업들 “말뿐인 ESG 이젠 그만”

•   헤럴드경제(P1): 쏟아지는 ‘대책’에도…경제 9개월째 불확실성

※   기재부: [보도참고] 2021년 2월 최근 경제동향

•   헤럴드경제: 쿠데타 불안…한·미얀마 경협 ‘올스톱’

•   헤럴드경제: 전월세금지법 시행…“시장영향 제한적” vs “전세난 확산 우려”

•   파이낸셜뉴스(P1): 무섭게 오르는 곡물가격.. 외식도 장보기도 겁나네

•   파이낸셜뉴스: 역대급 이상기후에 대두 55% 뛰었다… '곡물대란 공포' 확산 [치솟는 국제 곡물가격]

•   파이낸셜뉴스(P1): 삼성 미래사업 '로봇'… CEO직속 TF 꾸렸다

•   파이낸셜뉴스: 스마트홈 넘어 스마트시티로… 가전업계, 로봇으로 영토 확장 [성큼 다가온 로봇월드]

•   파이낸셜뉴스: 산단 무인순찰하며 대기환경 감시.. ‘식당에서 현관으로’ 자율주행 배달 [성큼 다가온 로봇월드]

•   파이낸셜뉴스: 쌍용차 다시 지원?… 25일 HAAH와 계약 여부가 관건

•   파이낸셜뉴스: 적자가구 비율 20%로 줄었다지만 허리띠 졸라매며 겨우 버틴 덕분

•   파이낸셜뉴스: 비수도권 법인세율 인하 ‘첫발’… 세수감소·수도권 역차별 등 과제 산적

•   파이낸셜뉴스: "국가적 위기, 국채 발행해야" vs. "한국판 뉴딜 줄여 지원을" [손실보상제 갑론을박]

•   파이낸셜뉴스: 말 바꾼 금융위 "은행 배당제한 6개월"→ "6개월 후 재판단"

•   파이낸셜뉴스: 경기개선·ESG 바람 타고 A급 회사채 흥행

•   파이낸셜뉴스: 3조 정책형 뉴딜펀드 조성 속도

•   파이낸셜뉴스: 돈 몰리는 공모주… 증시 다시 불붙나

•   파이낸셜뉴스: 원자재 가격 급등… 철강, 조선·해운, 정유산업 기지개 켠다

•   파이낸셜뉴스: "매물 쌓이지만 전세 안정화는 아직"

•   파이낸셜뉴스: 월성원전 수사' 靑 윗선 조사여부 이번주 윤곽

•   아시아경제(P1): 정부 믿다가 세금 토해내는 기업

•   아시아경제: 뒤집어진 정책, 정부신뢰 금가…부담은 기업 몫

•   아시아경제: 식품 인플레…지금까지 가격 인상은 예고편

•   아시아경제: 삼성 오스틴 공장 日손실 100억원…자연재해에 발목잡힌 반도체 업계

•   디지털타임스(P1): 지진·한파發 공급대란 전방위 확산… K-반도체 ‘귀하신 몸’

•   디지털타임스: IT·중후장대도 자율적 사회공헌… `ESG경영` 힘싣는 대기업

•   이데일리(P1): 일자리 정부의 민낯…"임금체계 혁신 없이 일자리 창출도 없다"

•   이데일리(P1): 코로나 지원 사각지대 1인 가구…나홀로 소득 줄었다

•   이데일리: 서글픈 불황형 흑자…갈 곳 없는 1인가구 소득보다 지출이 더 줄었다

•   이데일리: "1인 가구대책 만들라" 文 지시에도 1년째 실태파악도 안됐다

•   이데일리: 서울 집값 평균 10억…“1인가구 1순위 대책은 주거지원”

•   이데일리: K배달 성공 배경은…'물건'이 아니라 '시간'을 팔았다

•   이데일리: 일자리 불임정부 불명예 씻으려면…유연한 고용·성과연봉제 도입해야

•   이데일리: 文정부 출범 이후 노사분규 더 늘었다…韓 노사협력, 세계 최하위

•   이데일리: 호봉제 깨야 일자리 는다…"공공기관, 임금체계 개편 앞장서야"

•   이데일리: '9600조' 쥐고 흔드는 핑크의 경고…"ESG 없는 기업, 투자도 없다"

•   이데일리: 백신·수출·유가' 3박자 맞아 떨어지면…"경제성장률 3.3%도 가능"

•   이데일리: '영끌·빚투' 규제 풍선효과…확 늘어난 저축은행·카드사 대출

•   이데일리: "뭉쳐야 산다" 인수합병 통해 돌파구 찾는 中企

•   이데일리: 투자금 회수 가시밭길…PEF '소수지분 투자' 위축 될라

•   이데일리: [마켓인]兆단위 K유니콘 품지 못하는 韓증시

•   이데일리: 서울역 쪽방촌 개발, 소유주-세입자 ‘반목’ 커진다

•   이데일리: “거리두기 강화되면 어쩌나”…‘확진자 증가’에 방역 고삐 죄는 업주들

•   연합: 오늘 300명대 초반 예상…이번 주 추이 따라 거리두기 수위 결정

•   뉴스핌: [정책의속살] 신한울 3·4호기 사업허가 연장 1주일 앞으로…산업부 셈법은?

•   뉴스1: 현대重, 두산인프라 인수작업 '착착'…인수 위한 법인 설립

•   뉴스1: '배터리 소송' 결판 났는데…LG-SK는 왜 합의하지 않는 걸까

•   뉴스토마토: 배터리 소송 판세 달라질까…'코나 화재' 책임 두고 고민 깊은 LG

•   이투데이: [ESG 경영] 두산, 경영 투명성은 높이고 온실가스는 줄인다

•   더구루: 두산밥캣, 美본사 친환경 건축물 인증

•   글로벌이코노믹: 두산비나, 베트남 이어 태국 발전시장도 거머쥔다

•   reNews: Siemens Gamesa seeks Hull blade factory expansion

•   에너지경제: 한전 대규모 흑자에도 올 하반기부터 전기요금 인상 불가피

•   에너지경제: '진퇴양난' 발전 공기업, 탈석탄 등 경영악화 속 신규 직원 채용 늘린다

•   에너지경제: 태양광업계, 발전단가 하락에 생존전략 모색…IT 기술 활용 등 사업 다각화

•   에너지경제: 한수원 "‘수소폭발방지’ PAR 성능 이미 검증"

•   에너지데일리: “국내 신재생발전, 2027년 그리드패리티 도달한다”

•   이투뉴스: ‘파산위기’ ESS사업자, 對정부 집단행동 돌입

•   KHL: Fourth quarter results signal strong industry upswing - KHL Group

•   For Construction Pros: 3D Concrete Projects From Around the World

•   대한경제: "모든 건물을 재생에너지 발전소로"…한정애 환경부장관의 탄소중립 구상

•   대한경제: [통계로 본 2월 부동산 시장] "2·4대책 약발 먹힌다" vs "낙관론 펴기엔 시기상조"

•   OilPrice.com: Can OPEC+ Maintain Order As Oil Prices Rise?

•   OilPrice.com: Can Oil And Electric Vehicles Coexist In Modern Markets?

•   MINING.com: Goldman Sachs: Historic Copper Shortage Loom As Prices Rocket

•   전자신문(P1): 탄소중립-스마트센서 R&D 전략 기업이 짠다...'기업 R&D 협의체' 가동

•   전자신문: 22일 열릴 산업위 '유통법·한전공대법·광물공단법' 두고 여야 입장 팽팽

•   전자신문: 아이들만? 성인도 학습격차 벌어진다...대중소 기업 생산성 격차 우려

•   전자신문: "망 이용대가는 망 중립성과 무관”...법률로 금지하는 국가 없어

•   전자신문: 체면 구긴 롯데·신세계…온라인 거래액 합쳐도 쿠팡 '절반 수준'

•   전자신문: 최창식 DB하이텍 부회장 "파운드리 증설, 실력 더 쌓은 후에

•   ZDNet Korea: 삼성, 美 오스틴 공장 정전에 SSD 가격 인상 전망

•   디지털데일리: 화웨이, 올해 스마트폰 생산 60% 감축…삼성 모방이 돌파구?

•   디지털데일리: “LG폰 사라지면 어쩌지” 과기정통부, LG전자 만난다

•   디지털데일리: [DD 주간브리핑] 올해 글로벌 모바일 시장 화두는? …’MWC상하이 2021‘, 22일 개막

•   Phone Arena: New report suggests foldable iPhone will launch in 2024 at the earliest, if at all

•   Phone Arena: Huawei plans to cut smartphone production in half

•   Phone Arena: TSMC benefits from heavy demand for 5nm chips offsetting the loss of orders from Huawei

•   Phone Arena: Should Apple just kill the iPhone 12 Mini?

•   Robotics & Automation News: Welding Automation Equipment

•   Robotics & Automation News: The Positive Effects of Farming Automation

•   Robotics & Automation News: Seegrid launches its first autonomous lift truck

•   로봇신문: 2027년 글로벌 전문 서비스 로봇 시장, 121조원 규모로 성장

•   로봇신문: [화제 동영상] 두산 수소드론, 한라산 실증 비행 성공

•   물류신문: 2020년 국내 택배 34억 개, 글로벌 택배 물량은…

•   Economic Times: India may open up for tourists from ‘Covid-free’ nations soon

•   Economic Times: India took 34 days to achieve one crore COVID vaccinations, 2nd fastest after US: Government

•   Economic Times: India will conduct auctions for green hydrogen in next 3-4 months: R K Singh

•   Economic Times: View: India needs climate bonding with US without burdening itself

•   Economic Times: Farmers announce series of events to further escalate protest

•   Business Standard: GST compensation shortfall released to states touches Rs 1 trillion

•   Business Standard: Experts call rise in Covid-19 cases in few states 'stochastic spread'

•   Folha de S.Paulo: Bolsonaro Plans Changes at Petrobras and Announces Exemption from Federal Taxes on Gas and Diesel - 19/02/2021 - Business - Folha

•   Jakarta Post: BI policy to boost weak demand hinges on consumer, bank appetites

•   Jakarta Post: How coal, renewables have replaced oil in Indonesia’s energy mix

•   Jakarta Post: Agriculture sector catches Indonesian workforce amid falling job market

•   Viet Nam News: Domestic property market sees recovery: ministry

•   Viet Nam News: VN semiconductor industry neglected: experts

•   Viet Nam News: Public investment disbursement must be sped up: minister

[Opinions]

•   Project Syndicate(Josef Joffe): Germany’s Empty Pipeline Logic

•   Project Syndicate(Iqbal Dhaliwal, Samantha Friedlander): Growth Is Not Enough

•   Project Syndicate(Carlo Ratti, Richard Florida): Are Cities Finished?

•   Project Syndicate(Melvyn Krauss): The Draghi Power Triangle

•   Project Syndicate(Mark Leonard): The Russia Strategy Europe Needs

•   FT(Editorial Board): Uber judgment is set to reshape the gig economy

•   FT(Editorial Board): Why ‘no jab’ should not always mean ‘no job’

•   FT(Editorial Board): Australia’s Big Tech fight does not provide a model

•   FT(Editorial Board): Wind power is not to blame for Texas blackout

•   FT(Martin Wolf): Why once successful countries like the UK get left behind

•   FT(Rana Foroohar): Silicon Beach, or just another warm tax haven?

•   FT(Camilla Cavendish): A new constitutional deal would avert the UK’s break-up

•   FT(Michael Mackenzie): Should equity investors worry about rising interest rates?

•   FT(John Dizard): Do not rule out a market panic next month

•   FT(Jonathan Ford): The creative climate accounting of biomass

•   FT(Leo Lewis): Nikkei 30,000 brings back memories of 1980s mania

•   FT(Steve Rowe): If retail is to survive, the UK’s archaic business rates must change

•   FT(Kate Allen): Covid’s health legacy demands radical revamp of welfare systems

•   FT(Joe Rennison): The dangers of today’s low-yielding, high-yield market

•   FT(Thomas Laryea): Why it’s time to lift the trading ban on Venezuela’s debt

•   FT(Elaine Moore): Still business as usual when it comes to the techlash

•   FT(Jumana Saleheen, Lavan Mahadeva): Too early to call a commodities supercycle

•   FT(Marietje Schaake): Australia’s fight with Big Tech previews other battles to come

•   FT(Lex): Vaccines/jobs: shot down

•   FT(Lex): China/blockchain: digital realm

•   WSJ(Holman W. Jenkins, Jr.): Texas-Style Blackouts Are the Future

•   WSJ(Andy Kessler): A Stock-Trading Dupe Is Born Every Minute

•   WSJ(Mary Anastasia O’Grady): AMLO’s Plan to Drop Texas Gas

•   WSJ(Scott Gottlieb): WHO Said What About Wuhan?

•   WSJ(Steven Malanga): Big Labor May Save New York From AOC’s Socialism

•   WSJ(Michael Taube): Canada’s Covid Vaccine Failure

•   WSJ(Andy Puzder): ‘Stimulus’ Does Little for Jobs

•   WSJ(John Greenwood, Steve H. Hanke): The Money Boom Is Already Here

•   NYT(Editorial Board): The Lessons of the Texas Power Disaster

•   NYT(Timothy Egan): Biden Is Going Big, and Americans Are With Him

•   NYT(David Quammen): And Then the Gorillas Started Coughing

•   NYT(Emily Schultheis): Germany Is Treating a Major Party as a Threat to Its Democracy

•   NYT(Naomi Klein): Why Texas Republicans Fear the Green New Deal

•   WP(Editorial Board): The virus numbers are looking better. Complacency is still a mistake.

•   WP(Editorial Board): Do your job and regulate tech, Congress — or states will try to do it for you

•   WP(Editorial Board): Bitcoin’s boom won’t dethrone the dollar, but that doesn’t mean there’s no danger

•   WP(Editorial Board): Australia is standing up to Facebook and Big Tech. It shouldn’t fight alone.

•   WP(Editorial Board): Biden is moving to end Trump’s inhumane border policies. Can he avoid triggering a new migrant surge?

•   WP(David Ignatius): Here’s Biden’s least bad option in Afghanistan

•   WP(David Ignatius): Biden’s announcement on Iran isn’t a diplomatic breakthrough, but it is a welcome step back from Trump’s stance

•   WP(George F. Will): Biden's China policy is one of impressively sturdy resistance. But difficult choices loom.

•   WP(David Von Drehle): What 500,000 covid-19 deaths means

•   WP(Josh Rogin): Biden can’t negotiate with Iran as its proxies attack U.S. troops

•   WP(Michael Gerson): Six takeaways from covid-19 that could shape our future

•   WP(James Downie): With Trump returning to the arena, we can’t forget his terrible covid response

•   WP(Roger McNamee): America has experience curbing dangerous industries. We can do the same with tech.

•   Bloomberg(Niall Ferguson): Niall Ferguson: 'His Dark Materials' Predicted Post-Pandemic Britain

•   Bloomberg(Daniel Moss): Indonesia Wants Fewer Babies. But Is It a Good Idea?

•   Bloomberg(Justin Fox): The Strange Case of New York’s Covid-19 Death Count

•   Bloomberg(Brian Chappatta): Mutual Funds Are Not Long for This ETF World

•   Bloomberg(John Authers): Money Conquers Fear Is the Lesson of Covid Markets

•   Bloomberg(Robert Burgess): Most Important Number of the Week Is 4.9%

•   Bloomberg(Andy Mukherjee): Modi’s Plan to Make a Singapore in Gujarat Has Fallen Flat

•   Bloomberg(Julian Lee): Lost in Texas’s Snowstorm, What Can Kill This Oil Surge?

•   Bloomberg(Nir Kaissar): GameStop Hearing Was a Solution in Search of a Problem

•   Bloomberg(Matthew A. Winkler): Texas Blackout Shows Where the New Energy Jobs Are

•   Bloomberg(Brooke Sutherland): Are U.S. Manufacturers Coming Home or Not?

•   Bloomberg(Karl W. Smith): How Trump Set Up Biden for Success

•   Bloomberg(James Stavridis): NATO Allies Must Pay More for Europe’s Security

•   Bloomberg(Timothy L. O'Brien): Robinhood Is Cool, But Is It Out of Its Depth?

•   Bloomberg(Bobby Ghosh): Saudi Arabia and the UAE Are on an Economic Collision Course

•   Bloomberg(Adam Minter): Should Olympians Be Next in Line for Vaccines?

•   Bloomberg(Tim Culpan): Bitcoin Stocks Are Possibly the Dumbest Bitcoin Play

•   Bloomberg(Tim Culpan): Why We Need a Vaccine Against Wolf-Warrior Diplomacy

•   Bloomberg(Alex Webb): Uber's Loss in London Will Weigh Heavy on the Gig Economy

•   Bloomberg(Sam Fazeli): Britain Deserves Some Credit for Leading the Covid-19 Fight

•   Bloomberg(Alexis Leondis): It’s a Good Time to Unload Those Silver Coins and Candlesticks

•   Bloomberg(Romesh Ratnesar): The Big Question: Can the World Learn to Live With Covid?

•   CNBC(Frederick Kempe): Biden sought to rally allies in Munich as China influence grows

•   CNN(Dean Obeidallah): CPAC's dangerous embrace of Trump

•   CNN(Keith Rowley, Tedros Adhanom Ghebreyesus): This is our best chance at defeating the pandemic

•   CNN(Alok Sharma): The US is back in the Paris Agreement. Now what?

•   MarketWatch(Mark Hulbert): Inflation is rising and so are investors’ fears about stocks

•   Fox News(Justin Haskins): Texas energy crisis – AOC, Green New Deal to the rescue? Here's the truth

•   Fox News(Jay Obernolte): If Biden's $15 minimum wage happens, for 1.4 million Americans the real wage will be $0

•   Fox News(Fred Fleitz): Iran nuclear deal – Biden rushing ahead for these 3 troubling reasons

•   Reuters(Mike Dolan): Central bank 'punch bowl' still brimming for markets

•   Reuters(John Kemp): COLUMN-Oil market rebalancing largely complete, except for jet fuel

•   Reuters(Andy Home): Time to forget tariffs and reset U.S. aluminium policy

•   Reuters(Karen Braun): Unusually dry February renews risk to Argentina’s soybeans and corn

•   SCMP(Mathias Lund Larsen): How China’s green finance slowdown threatens global climate ambitions

•   서경(김우보): 신한울 원전 폭탄 돌리기

•   동아(김도형): 수소가 뭐길래…현대제철 가진 현대차가 포스코 찾아간 이유