[Markets]
[Indicators]
• US Jan. New home sales: U.S. New-Home Sales Increased in January by More Than Forecast
• North America Feb. Construction cost: Construction Costs Continued Climbing in February with More Expected in First Half of 2021
• US Weekly Mortgage rates·applications: Rising Rates Damp Mortgage Applications Ahead of Spring Selling Season
• Germany Q4 GDP(final): German Economy Robust at End of 2020 But Near-Term Outlook Weak
• 한국 2020년 출생·사망: '0.84명 쇼크'…인구 대재앙 시작됐다
• 한국 1월 법인·개인파산: 코로나 1년 ...법인·개인파산 모두 10% 이상 늘어 경기는 여전히 한겨울
• Russia 2020 Government debt: Russia’s Government Debt Rose 40% in 2020
• Taiwan Jan. Balance of trade: Taiwan’s January Export Orders Jump 49%, Beating Estimates
• Argentina Dec. Economic activity: Argentina’s Economy Recovery Slows To a Crawl in December
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
[News]
※ White House: FACT SHEET: Securing America’s Critical Supply Chains
• WP: A year after Trump said coronavirus was ‘under control,’ a look back at the first news stories
• Reuters: Analysis: Urban states come out ahead, rural states get less in Biden's COVID-19 relief bill
• CNBC: Drugmakers are ramping up Covid vaccine production after fixing initial manufacturing delays
• Nikkei Asia: US supports Japan's sovereignty over Senkakus: Pentagon
• 매경(P1): 광명시흥 GTX 연결한다는데…10년째 철도없는 '위례' 꼴날라
• 매경(P1): 현대 전기차 코나 3월 29일부터 배터리 무상교체
• 매경: 코나, 중국공장 생산 LG배터리가 문제
• 매경: 한화·도레이 '탄소융합' 동맹
• 한경(P1): 국내 PEF, 지분 10% 안돼도 경영참여 길 열려
• 한경: 삼성, 데이터센터 전용 고성능 SSD 양산
• 한경: 한화큐셀, 고흥 인구 쓰고도 남을 전기 생산
• 한경: 면허취소법에 뿔난 의사들 "백신 접종 거부"
• 서경: 집값 급등 지역, 아기 안 낳는다
• 서경: 코로나에도 창업 150만 개 '역대 최고'
• 서경: 中企 절반 "탄소중립 대응 계획없다"
• 조선(P1): 가덕도 눈덩이 예산… 與는 내일 특별법 강행
• 조선: 한국, 세계 102번째 백신 접종국
• 조선: 비트코인 채굴 열풍에 그래픽카드 몸값 껑충
• 조선: 스마트공장 시장 규모, 내년엔 1191억달러
• 중앙(P1): 코로나·복지 돈 많이 쓰더니…여당 결국 증세론
• 중앙: LG전자, 스마트TV 플랫폼 시장 출사표
• 동아(P1): 美 “北, 2017년 美에 미사일 쏠 가능성 있었다”
• 동아(P1): 국내 첫 백신 출하… 내일 오전 9시 ‘1호 접종’
• 동아: 아스트라, 요양병원 등에 오늘 배송
• 동아: 취준생 10명 중 6명 ‘사실상 구직 포기’
• 한국(P1): [Q&A] "코로나 백신 접종 뒤 이상증상, 최대 120일내 보상"
• 국민(P1): 코로나 병동은 화이자, 일반 병동은 AZ… 찝찝한 ‘백신 계급제’
• 머니투데이(P1): "만나자, 최태원"…점점 강해지는 與의 '러브콜'
• 머니투데이(P1): 17개로 쪼개진 대한민국…광역단체장 "뭉쳐야 산다"
• 머니투데이: "재정균형 없인 행정통합도 어렵다"…'실탄' 주문한 여야 의원
• 머니투데이: "지방 대도시도 붕괴된다"…'일자리 중심' 행정 통합 필요한 이유
• 머니투데이: 한국에 공들이는 애플…26일 서울 여의도에 애플스토어 2호점 개장
• 헤럴드경제(P1): “고용경직성 한국, 앞으로가 문제”
• 헤럴드경제(P1): 박스피 코스피 ‘트리플 Re’가 탈출열쇠
• 헤럴드경제: 경기회복·보복소비·재고확대…‘트리플 Re’가 증시 분수령
• 헤럴드경제: 해상풍력발전에 ‘덴마크 바람’ 분다
• 파이낸셜뉴스: 근로자 평균월급 309만원… 대·중기 격차 2배
• 아시아경제(P1): 국채 직매입에 적립금 완화까지'…정치에 휘둘리는 한은
• 아시아경제: 韓銀 적립금' 줄여 코로나 지원에 쓰자는 여당
• 아시아경제(P1): SK(주), SK바이오팜 블록딜로 1조원 확보…4대 분야 투자 확대
• 아시아경제: 최태원號 SK의 '성공 투자'
• 디지털타임스(P1): 코로나에도 세계안방 휩쓴 국산 TV
• 디지털타임스(P1): 당정, 20兆 4차 지원금 조율… 28일 확정
• 이데일리: 이재용의 ‘동행’ 비전 확산…삼성전자 ESG 경영 속도
• 더구루: 두산 '드론용 수소연료탱크' 美 보폭 확대
• FuelCellsWorks: New Coating Breakthrough for Hydrogen
• 에너지경제: "소형태양광 고정가격계약, 재생E산업 자생력 강화 가로막는다"
• 에너지경제: 핵융합연구원, 고효율 차세대 태양전지 소재 개발
• For Construction Pros: 2015 FAST Act Funded Nearly 110,000 U.S. Road and Bridge Improvements
• For Construction Pros: Global Off-Highway Equipment Market to Grow 6.5% in 2021 After 2020’s Weak Performance
• 전자신문(P1): 한전, 재생에너지 비용 부담 2년새 1조 급증
• 전자신문: [이슈분석]판 커지는 신재생에너지, 대형 공기업 참여해야
• 전자신문: [현장]더현대 서울에 들어선 '한국판 아마존고' 가보니
• 전자신문: 트위니, 지텍과 자율주행로봇 활용 산업용 물류시장 개척
• ZDNet Korea: 'AMD GPU에 윈도까지'…삼성, 폴더블 판 뒤집는다
• ZDNet Korea: 올 1분기 글로벌 파운드리 매출 25조원...전년比 20% 증가
※ DRAMeXchange: 【Market View】Revenue of Top 10 Foundries Expected to Increase by 20% YoY in 1Q21 in Light of Fully Loaded Capacities, Says TrendForce
• 디지털데일리: “삼성·TSMC 덕분에”…글로벌 장비 톱5 ‘활짝’
• 디지털데일리: 롤러블·UDC…계속되는 중국 스마트폰업체 '최초' 선점 공격
• Robotics & Automation News: ABB launches new range of ‘next generation’ collaborative robots
• Robotics Tomorrow: AI-powered SORT systems in E-Commerce Fulfillment
• 로봇신문: 한국로봇산업진흥원, 로봇 리스ㆍ렌탈 사용료 지원한다
• Economic Times: PM Modi makes bold pitch for privatisation, says govt committed to selling non-strategic PSUs
• Economic Times: Copper prices on fire: India's import bill could rise by 35% in 2021
• Mint: Covid vaccination: Over 1.23 cr healthcare, frontline workers inoculated against Covid, says govt
• Business Standard: Power Minister R K Singh calls for study on impact of hydro projects
• Hindustan Times: India's corporate bond market can double to ₹65-70 lakh cr by March 2025: Crisil | Hindustan Times
• Folha de S.Paulo: To Please The Market, Bolsonaro Praises Guedes and Says He Is Not Fighting with Petrobras - 24/02/2021 - Business - Folha
• Folha de S.Paulo: Anvisa Approves Definitive Registration of Pfizer Vaccine against Covid - 24/02/2021 - Science and Health - Folha
• Jakarta Post: Pandemic blunders fail to dent Jokowi’s popularity
[Opinions]
• Project Syndicate(Andrew Sheng, Xiao Geng): How to Cooperate with China
• Project Syndicate(Sema Sgaier, Prashant Yadav): How India Could Win Its COVID Vaccination Race
• Project Syndicate(Anne O. Krueger): Resetting US-China Trade Relations
• Project Syndicate(Daron Acemoglu): The Case for a Higher Minimum Wage
• FT(Editorial Board): SNP feud threatens its Scottish independence hopes
• FT(Robert Shrimsley): Politicians are using yesterday’s tools for today’s tech challenges
• FT(David Gardner): Joe Biden’s ‘snub’ signals a reset with Saudi Arabia
• FT(Amy Kazmin): India turns to private sector to boost sluggish Covid-19 vaccine drive
• FT(Diane Coyle): Why optimism about the economy is so important
• FT(Richard Bernstein): Fed needs to ignore ‘taper tantrums’ and let longer rates rise
• FT(Claire Jones): How rampant is spending about to get?
• FT(Lex): Credit markets/inflation: reality resumes
• WSJ(Holman W. Jenkins, Jr.): Google and Facebook on the Barbie
• WSJ(William A. Galston): ‘America Is Back,’ but Europe Has Moved
• NYT(Editorial Board): Mitt Romney Has a Plan, and Joe Biden Should Borrow From It
• NYT(Thomas L. Friedman): Can You Believe This Is Happening in America?
• NYT(Thomas B. Edsall): Mitch McConnell Would Like Trump to Fade Away
• NYT(Stephen Wertheim): America Is Not ‘Back.’ And Americans Should Not Want It to Be.
• NYT(Ezra Klein, Jessica Anderson): Should We Put the Filibuster Out of Its Misery?
• WP(Henry Olsen): Biden still has time to make his stimulus package bipartisan
• WP(George F. Will): The Fed has an irresistible equity itch
• WP(Megan McArdle): The looming disasters we don’t prepare for
• WP(Arindrajit Dube): No, a $15 minimum wage won’t cost 1.4 million jobs.
• WP(Melissa Fleming, John Whyte): Wealthy nations must act to prevent a global ‘vaccine apartheid’
• Bloomberg(Michael R. Bloomberg, Carl Pope): Biden’s Strongest Climate Allies Are Outside Washington
• Bloomberg(Mac Margolis): Brazil’s Bolsonaro Starts a Populist Death Spiral
• Bloomberg(John Authers): Stop Toasting Powell and Think About Regime Change
• Bloomberg(Marcus Ashworth, Mark Gilbert): Frankfurt, We Have a Problem. Bond Yields Are Rising
• Bloomberg(Brooke Sutherland, Tae Kim): No Easy Fix for Broken U.S. Chip Supply Chains
• Bloomberg(Ramesh Ponnuru): Stimulus Spending Might Do Nothing But Add More Debt
• Bloomberg(Adam Minter): Vaccine Fears Are Crippling China’s Covid Fight
• Bloomberg(Faye Flam): Stop Worrying About Extremely Unlikely Covid Risks
• Bloomberg(Tae Kim): Clubhouse Won Over Elon Musk. Now It’s Conquering the World.
• Bloomberg(Farnoosh Torabi): The Opportunity Costs of Paying Off Your Mortgage Early
• CNN(Kent Sepkowitz): I got vaccinated. What now?
• CNN(Rohini Dey): Here's what I need from the government to keep my restaurant open
• MarketWatch(Paul Brandus): Biden’s big push against China — making America more self-dependent
• Fox News(Jason Smith, James Comer): Dems' $1.9T COVID relief bill – wrong plan, wrong time, wrong reasons. Here's why
• Reuters(Mike Dolan): U.S. spillover risks stifling Europe and spurring ECB into action
• Reuters(Karen Braun): Evaluating USDA’s acreage pegs as U.S. planting season rapidly approaches
• 중앙(김상돈): 수소 산업 주도하는 한수원글로벌 종합에너지기업 도약
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