Business Intelligence Monitor 210301

(Introduction)

[Markets]

•   Global: Globals stocks slide on inflation fears, dollar gains

•   한국: 美 국채금리 급등에 코스피 2.8% 급락…3,000선은 유지

•   한국: 롤러코스터 코스피에 공포지수 급등

•   한국: 원화값 하루만에 16원 급락…"1140원대까지 떨어질 수도"

•   Metals: Copper spirals lower as bond rout spooks investors

•   Grains: End-of-month profit taking pressures U.S. wheat, corn, soybeans

[Indicators]

•   US Dec. Oil production: U.S. Oil Production Fell To 11 Million Bpd In December

•   US Jan. PCE: Boost to Household Income Primes U.S. Economy for Stronger Growth

•   US Weekly Rig count: U.S. drillers add rigs for seventh month in a row, pace slows - Baker Hughes

•   US Q1 GDP Nowcast: Feb 26, 2021: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: Latest estimate: 8.8 percent — February 26, 2021

•   China Feb. Manufacturing PMI: China's factory activity expands at a slower pace in February, misses expectations: official PMI

•   China Feb. Services PMI: Growth in China's services sector slows in February -official PMI

•   한국 1월 미분양 주택: 1년만에 60% 소진···전국 미분양 주택 역대 최저치

•   한국 2월 서울 아파트 거래: 서울 아파트 거래 4분의 1 토막... 패닉바잉 멈췄나

•   Japan Jan. Retail sales: Japan Jan retail sales fall 2.4% year/year - govt

•   Japan Jan. Industrial production: Japan's January factory output rises for first time in 3 months

•   India Q4 GDP: India emerges from virus-driven recession after drop in Covid cases

•   India Jan. Fiscal account: Fiscal deficit hits Rs 12.34 trillion at end of January, shows data

•   India Jan. Core industry production: India's core industries output sees marginal 0.1% rise in January

•   Turkey Q4 GDP: Pandemic Binge Likely Spurred Turkey to Top of Growth League

[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

[Calendars]

•   WSJ: Economy Week Ahead: Factories, Services and Employment

•   FT: UK Budget, US jobs report, Biden’s stimulus bill

•   Bloomberg: Biden Will Need to Wait Longer for a U.S. Jobs Rebound: Eco Week

[News]

•   WSJ: Amid Blackouts, Texas Scrapped Its Power Market and Raised Prices. It Didn’t Work.

•   WSJ: Covid Left a Small Town Reeling. A New Generation Is Leading the Recovery.

•   WSJ: Fingering Saudi Crown Prince in Khashoggi Killing Without Punishing Him, Biden Seeks to Reshape Ties to Riyadh

•   WSJ: U.S. to Impose Sweeping Rule Aimed at China Technology Threats

•   WSJ: U.S. Enlists Allies to Counter China’s Technology Push

•   WSJ: In Covid-19 Vaccine Surveys, the Wording Affects the Results

•   WSJ: Biden Visits Texas as Regulators Begin to Examine State’s Electric Grid

•   WSJ: Biden’s New Energy Secretary Eyes Big Investment to Boost Clean Technologies, Harden Electric Grid

•   WSJ: Senate Democrats Look for Backup Plan to Raise Minimum Wage Through Taxes

•   WSJ: Nearly Half of U.S. Population 65 and Older Has Received a First Covid-19 Vaccine Dose

•   WSJ: Sustained Drop in Covid-19 Nursing-Home Deaths Points to Vaccinations

•   WSJ: In Hunt for Covid-19 Origin, Patient Zero Points to Second Wuhan Market

•   WSJ: Covid-19 Vaccine ‘Passports’ Raise Ethics Concerns, Logistical Hurdles

•   WSJ: Russian Diplomats Flee North Korea by Hand-Powered Rail Cart

•   WSJ: Johnson & Johnson’s Covid-19 Vaccine Gets Green Light From CDC

•   WSJ: Iran Rejects Offer of Direct U.S. Nuclear Talks, Ratcheting Up Tension With West

•   WSJ: Covid-19 Vaccines Yield Breakthroughs in Long-Term Fight Against Infectious Disease

•   WSJ: Covid-19 Vaccine Is a Struggle for Those With No Hospital Connection

•   WSJ: Covid-19 Picture Brightens in U.S., but Virus Isn’t Done Yet

•   WSJ: Senate Democrats Look for Backup Plan to Raise Minimum Wage Through Taxes

•   WSJ: Bond-Market Tumult Puts ‘Lower for Longer’ in the Crosshairs

•   WSJ: How Europe Became the World’s Biggest Electric-Car Market—and Why It Might Not Last

•   WSJ: New Chauffeur-Hailing Service Seeks to Challenge Uber, Lyft in City Rides

•   WSJ: Pay Cuts, Taxes, Child Care: What Another Year of Remote Work Will Look Like

•   WSJ: What’s Missing in the Electric-Vehicle Revolution: Enough Places to Plug In

•   NYT: The Coronavirus Is Threatening a Comeback. Here’s How to Stop It.

•   NYT: U.S. Airstrikes in Syria Target Iran-Backed Militias That Rocketed American Troops in Iraq

•   NYT: Saudi Crown Prince Is Held Responsible for Khashoggi Killing in U.S. Report

•   NYT: In Confronting Saudi Arabia, Biden Tiptoes With a Close Ally

•   NYT: House Passes $1.9 Trillion Stimulus as Democrats Work to Salvage Wage Raise

•   NYT: Covid Stimulus Bill Heads to the Senate

•   NYT: Federal Scientists Plead for Pandemic Controls as Infection Declines Stall

•   NYT: Trump Will Return to Spotlight With Appearance at CPAC

•   NYT: Trump, Addressing Conservatives, Pledges Unity in G.O.P.

•   NYT: In Statehouses, Stolen-Election Myth Fuels a G.O.P. Drive to Rewrite Rules

•   NYT: At Last, Democrats Get Chance to Engineer Obamacare 2.0

•   NYT: Cuomo Is Accused of Sexual Harassment by a 2nd Former Aide

•   NYT: In Quest for Herd Immunity, Giant Vaccination Sites Proliferate

•   NYT: Seniors Seeking Vaccines Have a Problem: They Can’t Use the Internet

•   NYT: Why Opening Windows Is a Key to Reopening Schools

•   NYT: The Ugly Divorce Between Britain and Brussels Is Just Getting Started

•   NYT: Myanmar Military Fires U.N. Envoy Who Spoke Against Its Coup

•   NYT: Military Crackdown in Myanmar Escalates With Killing of Protesters

•   NYT: China’s Seniors, Seeking Retirement Homes, Find Scams Instead

•   WP: Biden reaches out to GOP governors

•   WP: Coronavirus cases could spike with variants in spring, get better by summer

•   WP: Militia strike constitutes key test of Biden’s plan to engage, restrain Iran

•   WP: Biden is hiking the cost of carbon. It will change how the U.S. tackles global warming.

•   WP: Biden tells the world "America is back." The world isn't so sure.

•   WP: How Donald Trump is building a political operation to cement his hold on the GOP

•   WP: Fed becomes White House ally in rejecting inflation concerns with $1.9 trillion stimulus

•   WP: The power is back, but millions of Texans wonder what it will take to fully recover — and who will help them

•   WP: FAQ: What Biden did — and didn’t do — after U.S. report on Khashoggi’s killing by Saudi agents

•   WP: Israel’s ahead-of-the-world vaccine rollout offers hope for countries lagging behind

•   FT: US removes stumbling block to global deal on digital tax

•   FT: EU urged to consider far-reaching fiscal reforms as debt soars

•   FT: ‘Their hair is on fire’: Trump fans await return to political stage

•   FT: Salmond accuses Sturgeon of presiding over ‘failures of leadership’

•   FT: Modi harnesses cricket and politics to remake India

•   FT: UN report card on Paris goals gives 75 governments a ‘fail’ mark

•   FT: Petrobras row heaps pressure on Brazil’s free-market finance chief

•   FT: Return of the bond vigilantes: will inflation fears spoil the post-pandemic party?

•   FT: EU must prepare for ‘era of pandemics’, von der Leyen says

•   FT: Europe’s AstraZeneca stockpile mounts as citizens snub jab

•   FT: German health advisers signal end of Oxford/AstraZeneca age restrictions

•   FT: Pandemic pressures push US banks towards consolidation

•   FT: Chinese investors turn away from Australia after Canberra crackdown

•   FT: Europe’s cautious savers catch on to share-dealing craze

•   FT: Brazil variant of coronavirus found in the UK

•   FT: Rise in Covid infections reported in 1 in 5 English local authorities

•   FT: The UK mental health crisis coming in Covid’s wake

•   FT: Sunak to give £5bn boost to Covid-hit companies in Budget

•   FT: Sunak warns of bill to be paid to tackle UK’s ‘exposed’ finances

•   FT: Chancellor spots break in clouds after Brexit, Covid and battered finances

•   FT: UK to launch mortgage guarantee scheme

•   FT: Extra stamp duty holiday would raise house prices, say lawyers

•   FT: BoE chief economist warns against complacency over inflation

•   FT: Signs of life return to West End as property demand picks up

•   FT: UK companies strike pension deals to ease pressure from pandemic

•   FT: UK carbon trading system to launch in May

•   FT: Aung San Suu Kyi’s party to form ‘interim government’ to rival Myanmar junta

•   FT: NYSE to suspend trading of China’s Cnooc next month

•   FT: Huawei takes HSBC to court in Hong Kong in Meng Wanzhou extradition row

•   FT: Skydio valuation raises American hopes in drone war with China

•   FT: Rising interest rates cool sizzling rally in emerging markets

•   FT: Staying private: the booming market for shares in the hottest start-ups

•   FT: China’s vaccination programme beset by delay and reluctance

•   FT: Shadowy militants in Iraq complicate US efforts to ease tensions

•   FT: Employers aim for hybrid working after Covid-19 pandemic

•   FT: Did US hiring accelerate in February?

•   Telegraph: Exclusive: Single-shot Covid vaccine could be weeks away as regulators start approval process

•   Bloomberg: Biden, Yellen Back Fast Senate Stimulus Action to Boost Economy

•   Bloomberg: Corporate-Tax Proposal in Senate Stokes Economists’ Concern

•   Bloomberg: The Five Hotspots Where Food Prices Are Getting People Worried

•   Bloomberg: Don’t Rejoin Iran Nuclear Deal, GOP Lawmakers Tell Biden

•   Bloomberg: Want Fries With That Recovery? Why Services Are Key to Economy

•   Bloomberg: OPEC+ Faces Calls to Cool Oil Market Frenzy With Extra Barrels

•   Bloomberg: Fauci Rejects Possible Vaccine Arbitrage Between Three Choices

•   Bloomberg: Charting Global Economy: U.S. Income Growth Primes Spending Pump

•   Bloomberg: ECB to Prove Whether Pledge to Cap Yields Is More Than Just Talk

•   Bloomberg: EU Economic Affairs Chief Gentiloni Calls for New Fiscal Rules to Aid Recovery

•   Bloomberg: China ‘Must’ Set GDP Growth Target This Year: State Researcher

•   Bloomberg: China Expected to Cut Local Government Bond Quota to Reduce Debt

•   Bloomberg: India Central Bank RBI Favors Retaining Inflation Target Regime

•   Bloomberg: Indian Fuel Retailers Gearing Up for Rural-Led Economic Rebound

•   Bloomberg: Russia Sends Navalny to Notorious Penal Camp Feared by Inmates

•   Bloomberg: China-India Demilitarized Zone Upsets Defense Officials in Delhi

•   Bloomberg: Ramaphosa Eases South African Virus Curbs as Infections Abate

•   Bloomberg: Explosion Strikes Israeli-owned Ship in Mideast Amid Tension

•   Bloomberg: China Fintech Curbs That Hit Ant Were No Surprise, Ping An Says

•   Bloomberg: Traders on Yield Watch in Bond Markets ‘Not for Faint-Hearted’

•   Bloomberg: Dizzied Bond Traders Brace for More Pain as Fed Speakers Line Up

•   Bloomberg: Copper Crunch Set to Ease With More Supply Heading to China

•   Bloomberg: Copper’s Yearlong Rally Feeds Through to Homes, Phones and Cars

•   Bloomberg: China Chips Away at Coal Addiction to Chase Climate Goals

•   Bloomberg: Debt Engineers Tackle Climate Change With Bonds to Rewild Land

•   Bloomberg: Biden’s Hopes for Rare Earth Independence at Least a Decade Away

•   Bloomberg: Biden Turns Back to Obama-Era Method of Valuing Climate Change

•   Reuters: G20 pledge to avoid premature end to fiscal, monetary stimulus

•   Reuters: Iran condemns U.S. strikes in Syria, denies attacks in Iraq

•   Reuters: Oil set for steady gains as economies shake off pandemic blues

•   Reuters: Pfizer COVID-19 vaccine reduces transmission after one dose - UK study

•   Reuters: Exclusive: ECB's Stournaras calls for increasing bond buying to calm markets

•   Reuters: Exclusive: Biden in no rush to lift Venezuela sanctions, seeks 'serious steps' by Maduro

•   Reuters: Exclusive: European officials urge World Bank to exclude fossil-fuel investments

•   Reuters: More than 20 million in Britain get first COVID-19 vaccine dose

•   Reuters: Philippines receives Chinese vaccine, but Duterte prefers another brand

•   Reuters: UK says it will sell world's first sovereign green savings bonds

•   Reuters: Chile's Codelco reports bumper year for profits despite pandemic

•   Reuters: Brazil's Vale bullish on metal prices, seeks to accelerate copper projects

•   Reuters: Analysis: U.S. seeks to put Saudi crown prince in his place - for now

•   CNN: Labor unions at a crossroads: Here's why 2021 could be their big year

•   CNN: Oil is up nearly 70% since the election, a record in the modern era

•   CNN: $3 gasoline could be around the corner — unless OPEC and Russia start pumping more oil

•   CNBC: China’s economy could double in size by 2035 — and surpass the U.S. along the way

•   CNBC: Warren Buffett says 'never bet against America' in letter trumpeting Berkshire's U.S.-based assets

•   CNBC: Rising interest rates may continue to test the stock market in the week ahead

•   CNBC: CDC scientist says the U.S. is ‘nowhere close’ to herd immunity

•   CNBC: Israeli data suggest mass vaccinations led to drop in severe Covid cases, CDC study finds

•   CNBC: U.S. partners in Asia may not wait around as Biden prioritizes domestic issues

•   CNBC: Covid may become endemic after pandemic: Here's what it means

•   CNBC: Chinese electric car start-up Li Auto expects to sell fewer than Nio

•   MarketWatch: As rising Treasury yields spook stock investors, March looms like a lion

•   SCMP: US-China trade deal: Biden’s team seem unlikely to relent on Beijing’s commitments

•   SCMP: South China Sea: PLA stages live-fire missile drill, US Navy on Paracels patrol

•   SCMP: US-China relations: companies in South China have no appetite for decoupling, but expect tensions to grow, says AmCham

•   SCMP: China sets 15-year transport expansion plan as it seeks to double size of economy by 2035

•   SCMP: China to overtake UK as the world’s top offshore wind farms installer as it works towards carbon-neutral goal

•   SCMP: What does US bond ‘taper tantrum’ mean for China’s financial markets?

•   SCMP: China’s ‘difficult’ job market to be inundated with 15 million new urban applicants this year

•   SCMP: China fails to meet research spending goal but aims to double efforts in applied research, science minister says

•   SCMP: Troubled Chinese semiconductor plant has ‘no plans’ to resume operations, 240 lose their jobs

•   Global Times: China should prepare for continued US crackdown on tech sector under Biden, as Trump-era rule targeting Chinese firms is to take effect: experts

•   Nikkei Asia: Sebastian Coe says postponing Tokyo 2020 again 'not possible'

•   Nikkei Asia: New Tokyo Olympic chief says games without spectators not the plan

•   Nikkei Asia: Japan to end COVID emergency for most areas at month end

•   Nikkei Asia: US and China miss deadline for setting CO2 action targets

•   Nikkei Asia: Japan says it will have enough vaccine for 36m seniors by June

•   Nikkei Asia: Survey shows many Japanese seniors undecided about vaccination

•   Nikkei Asia: Corporate Japan ditches coal abroad as global backlash grows

•   Nikkei Asia: hina hoards used chipmaking machines to resist US pressure

•   Nikkei Asia: Japan's public stays negative toward Suga, at 44% approval

•   Nikkei Asia: Malaysia to renew push for high-income goal by 2030 despite COVID

•   Mainichi: Japan's coronavirus-linked bankruptcies hit monthly record in Feb.

•   매경(P1): 김승연 한화 회장, 경영일선 복귀

•   매경: 김승연, 한화 핵심계열 3곳으로 컴백…미래먹거리 M&A 총지휘

•   매경: 전경련 쇄신 약속한 허창수 "기업가정신 부활 이끌겠다"

•   매경: 韓銀 "국고채 5~7조 매입"…시장 달래기

•   매경: 2월국회 마지막날…與, 3월 몰아치기 입법 예고

•   매경: 대기업 대출금리 '역대최저'…가계·중기 또 올려

•   매경: 금융위, 채권 지표금리 변경…시장 금리 조작 어려워진다

•   매경: "탄소중립 위해 온실가스 감축 세제혜택을"

•   매경: "엄지 위에 먼지 아닙니다"…삼성미니TV 핵심 칩

•   매경: 아이오닉5 사전계약 신기록…첫날 年목표 달성

•   매경: "주식종목 바꿔라…1분기 조정 후 실적장세"

•   매경: "1년내 주민동의 사실상 불가…공공개발 첫발떼기도 버거워"

•   매경: 성인 절반이 대졸…고학력실업 탈출구가 없다

•   매경: "당신에게 딱 맞는 치료법은요"…로봇의사, 단 7초 만에 진단 끝냈다 [Science]

•   매경: 의학데이터 실시간 습득하는 AI, 의사에게 훈수까지 두죠 [Science]

•   매경: D램 40% 오른다?…삼성전자 SK하이닉스 슈퍼사이클 앞날은

•   매경: [단독] 삼성전자 "20조 美 반도체 투자…세금 20년간 줄여달라"

•   매경(P1): 노점상 법인택시 저소득대학생도 4차 재난지원금

•   매경: "그때까지 못버텨"…자영업 7월 코로나 손실보상 '반발'

•   매경: 부모 실직한 대학생도 4차지원금…선거전 무차별 돈살포 논란

•   매경(P1): [단독] '29조5000억' 패닉 바잉이 불러온 씁쓸한 취득세 호황

•   매경: [단독] 취득세 '역대최고'는 文 부동산 정책 탓

•   매경(P1): '카카오 군단' 기업가치 100조 눈앞

•   매경: 한미 방위비 타결 임박…5년짜리 새 협정 유력

•   매경: [단독] 한전, 239억 과세폭탄 피했다

•   매경: 유럽서도 '완판'…현대 '아이오닉5' 열풍 확산

•   매경: "플랫폼 1등기업만 옥죄는 건 낡은 규제"

•   매경: 현대글로비스, 수소·로봇 사업 잰걸음

•   매경: 5G 가입자 1300만명 육박…새 단말기·요금제 쌍끌이

•   매경: 소송전 재점화된 두산인프라 중국법인 매각

•   매경: "민원 0순위 층간소음 잡아라"…건설사 경쟁 불붙었다

•   매경: "정부 역할은 집값 잡기 아니라 공급확대 신호 분명히 주는것"

•   한경(P1): 결국…가덕도 특별법·규제법안 무더기 국회 통과

•   한경: 巨與, 대선 1년 앞두고 '지역 선심법안' 줄줄이 처리

•   한경: 규제 입법은 '속전속결'…샌드박스 5법 논의는 '감감무소식'

•   한경: 코로나 양극화 해소한다면서 결국 기업 팔 비틀겠다는 與

•   한경: 인플레 타임' 온다…"에너지·소재株로 방어를"

•   한경: "4월부터 불법공매도 적발땐 과징금"

•   한경: 금천구 소형 아파트, 9억원대 거래 한 달 만에…집값 '들썩'

•   한경(P1): 풍력발전 이용률 고작 20%대…정부는 "2030년 5대 강국 도약"

•   한경(P1): 대기업에 '서류폭탄' 투하한 공정위

•   한경: "서류 폭탄으로 군기잡기"…공정위에 짓눌린 대기업들 호소

•   한경: 기관 의결권 행사비율까지 발라내고…계열사 간 거래는 분기마다 공시해야

•   한경(P1): 은행 가계대출 금리도 '들썩'

•   한경: 대출 금리 오르는데 어쩌나…영끌·빚투족 '비상'

•   한경: 한국, 작년 수출 5.5% 줄었지만 '세계 7위' 지켰다

•   한경: "투싼·쏘렌토도 위태롭다"…현대차까지 '반도체 품귀' 쇼크

•   한경: 테슬라 탑재 전기차 부품에…현대차·SK·포스코도 '공격 투자'

•   한경: 현대중공업, 상장 주관사 선정 임박…'기업가치 6조' 인정 받을까

•   한경: 금융계 이어 경제단체도 '행시27회 전성시대'

•   한경: "반도체 생산 핵심인데 어쩌나"…삼성이 애타게 찾는 '이것' [황정수의 반도체 이슈 짚어보기]

•   한경: "19조원 투자" 삼성 美 공장 직원 연봉, 국내와 비교해보니… [황정수의 반도체 이슈 짚어보기]

•   서경(P1): [단독] 서울 아파트 평균 전세가 6억 돌파···졸속 임대차법 후폭풍

•   서경: [단독] 평균 전세가 서울6억·전국3억 돌파···정부 예측 다 틀렸다

•   서경(P1): 블록체인 '디지털 원유'···이더리움의 재발견

•   서경: 결제·송금 넘어 플랫폼 구현···이더리움 '블록체인계 스마트폰'으로 날다

•   서경(P1): 인플레 공포 덮치는데...'출구전략' 준비 않으면 부채 폭탄 '부메랑'

•   서경: [커지는 인플레 공포] "재정 퍼붓던 정부, 출구전략 대비해야"

•   서경: 기재부, 국채 관리 전략 새로 짠다

•   서경: "금리 안정돼야 의미있는 반등 기대···일부 현금 확보해둘만"

•   서경: '4분기 영업익 1조' 삼성전자·기아차뿐...4년來 최소

•   서경: [단독]정부, 한국판 '수소위원회' 띄운다

•   서경(P1): "최악 한일관계···'금전 배상 포기' 입법으로 풀어야"

•   서경: 美 주도 '동북아 재편' 골든타임···"한일관계 개선이 한미동맹 강화"

•   서경: 법원 배상 판결에도 승복 안하는 日 기업···한일관계 또다른 복병

•   서경: 무역 갈등 장기화로 경제 타격···韓, CPTPP 돌파구도 쉽지않아

•   서경: 얽히고설킨 '한일 방정식'···文, 삼일절 화해손길 내미나

•   서경(P1): [시그널] "AA보다는 A급 회사채"···평균경쟁률 10대1로 쑥

•   서경: "기업 대변인 역할 넘어, 대안 제시할 공동 싱크탱크 절실"

•   서경: “로봇이 내려주는 커피 드세요” LG전자 베스트샵에 ‘바리스타봇’ 배치

•   서경: '비대면 주총' 수요 늘었지만···법안 마련 '첩첩산중'

•   서경: 신고가 비율 10%P↓..."3월이 집값 변곡점"

•   서경: 난수표 된 양도세..."정부가 계산해달라" 청원까지

•   조선(P1): [NOW] 부천에 얼굴인식 CCTV 1만대, 빅브러더 되나

•   조선: 5인 이상 모임 금지·술집 밤 10시까지 영업 2주 연장

•   조선: 2030 아슬아슬 빚투… 작년 신용대출 44조

•   조선(P1): 영국, 4년만에 법인세 23%로 인상… 국내에서도 여권서 증세 주장 나와

•   조선: “부가세 인상””감세 축소” “토지세 인상” 둑 터진 증세론

•   조선: “백신 1병에 2명더” “감염 생길 모험”... K주사기 묘수냐 악수냐

•   조선비즈: 분상제 손질 예고에 골치아픈 재건축… 전문가들 "로또만 늘리는게 맞는건지 의문"

•   조선비즈: PC용 D램 2월 고정거래가격 보합세…가격 상승 국면 접어드나

•   IT조선: 바이든 손짓에 셈법 복잡한 韓 배터리·반도체

•   중앙: 백신 맞은 뒤 ‘30·30·30 원칙’ 지켜야 안전

•   동아(P1): 403일 만에 맞는 ‘희망’

•   동아(P1): 백신 이틀간 2만명 접종… 중증 이상반응 없어

•   동아: [단독]“접종 당일 잠시 전신 근육통… 자고 일어나니 거뜬”

•   동아: 동학개미, 코로나 확산이후 100조 순매수… 삼성전자만 31조

•   문화: 팔레트 위 車 세우면 로봇이 이동 주차… 스마트 로봇 주차장 오픈… 실증 돌입

•   한국(P1): "보너스로 1년 연봉 더 줄게"… '부르는 게 값' 된 개발자 영입 전쟁

•   한국: "추진도 백지화도 대통령 결정, 피해는 국민이..." 원전 주민들의 통곡

•   한국: 재개발·재건축 할 때 태양광 발전시설 설치 의무화

•   세계(P1): 노동력 감소로 재정 부담 경제 성장 발목 ‘악순환’ [긴급진단 - 첫 ‘인구 자연감소’… 흔들리는 대한민국]

•   경향(P1): ‘배정 확률 높여라’…가족 계좌 총동원

•   헤럴드경제(P1): 투잡 좋고 팀장 싫고…‘MZ세대 직장인’

•   헤럴드경제(P1): 뜯고 붙이고…눈만뜨면 바뀌는 청약

•   파이낸셜뉴스(P1): 日 맥주·옷 사라졌다.. 일상이 된 'NO재팬'

•   파이낸셜뉴스: "금리 부담에 변동성 확대… 한박자 쉬고 실적주 위주로 담아라" [‘널뛰는 증시’ 긴급진단]

•   파이낸셜뉴스: 직접투자 개미들 다시 펀드로? 주식형 한달새 1조2700억 유입

•   파이낸셜뉴스: ‘ESG 경영’ 스위치 켠 금융사… "똑같은 녹색 아니다" 차별화

•   파이낸셜뉴스: 백신이 바꾼 투심… 40일 판 연기금, 경기민감주는 쓸어담았다

•   파이낸셜뉴스: ‘1조 기업구조혁신펀드’ 3호 조성 본격화

•   파이낸셜뉴스: ‘반도체 초호황기’ 진입… 삼성·SK하이닉스 실적 더 뛴다

•   파이낸셜뉴스: "임대신도시 만드냐"… 광명·시흥 공급계획에 쏟아지는 비판

•   파이낸셜뉴스: 물류센터 시공, 건설사 새 먹거리로 부상

•   파이낸셜뉴스: 대구 달성에 LNG 발전소 건설… "지역발전" vs. "환경오염" [fn 패트롤]

•   코리아헤럴드: [단독] 국내투자자 40곳, 석탄 관련 기업에 168억달러 투자... 세계 9위

•   연합: 오늘도 400명 밑돌듯…당국, 3·1절 도심집회 영향 촉각

•   연합: 미국 미래형 '탄소 중립' 주택에 대거 채택된 LG전자 제품들

•   연합: [새만금 수상태양광] ① 300㎿ 규모 태양광 설치 계획…환경 파괴 논란

•   연합: [새만금 수상태양광] ② "합천댐 오염 주범 FRP"…친환경 대체재 도입 필요

•   뉴스핌: [ESG, 새로운 기회] 글로벌 왕따 될라…韓 기업들 '이미지 쇄신' 몸부림

•   뉴스핌: [ESG, 새로운 기회] 전문가 4인 "진정성 없이 눈속임 하지 말아라"

•   이투데이: [2021 핫~주총]①주요 그룹 주총 핫이슈?

•   이투데이: [2021 핫~주총]②‘예열’된 주총시즌, 경영권분쟁·소액주주반란·신사업 ‘불씨’

•   이투데이: [2021 핫~주총]③‘발길’ 대신 ‘눈길’로 찾는 주총장...비대면 주총 확산

•   비즈니스포스트: 한수원 신한울원전 공사중단 부담덜 길 보여, 정재훈 민주당 엄호받아

•   비즈니스포스트: 두산중공업 신안에서 풍력터빈 수주 절실, 박지원 해외진출의 발판

•   뉴스클레임: [단독]수소연료전지 국산화 추진한다던 '블룸SK퓨얼셀' 알고보니

•   에너지경제: 포스코, '용광로 없는 제철소'…수소환원제철 기술 개발 집중

•   에너지경제: RPS 상한제·PPA법 본회의 통과 무산 …결국 3월 임시 국회로

•   Equipment Journal: Autonomous vehicles are a bigger challenge than predicted

•   대한경제: 서울 서부선 사업, 제안자 ‘두산건설 컨소시엄’만 참여

•   OilPrice.com: Can President Biden Avoid A Critical Metals Crisis?

•   OilPrice.com: OPEC+ Compliance With Oil Production Cuts Jumps To 103%

•   OilPrice.com: This Energy Sector Will See The Next Big M&A Wave

•   OilPrice.com: Brazil’s Oil Industry Shakeup Could Be Devastating For Its Economy

•   MINING.com: Nickel, cobalt price: 10 charts show China’s grip on battery supply chain to last decades

•   MINING.com: China continues dominance of rare earths markets to 2030, says Roskill

•   CNET: I wanted to love foldable phones, but the novelty got old fast

•   Phone Arena: Thanks to 5G, Apple iPhone 12 line has the strongest demand since 2014's iPhone 6 series

•   Phone Arena: As Huawei gets ready to release its first HarmonyOS phone, deep down it wants something else

•   Phone Arena: Huawei releases a new version of the P40 while we wait for the P50 series

•   Phone Arena: Investment bank lowers iPhone 12 sales forecast slightly

•   Phone Arena: Xiaomi, not Apple or Samsung, ate up Huawei's European market share last year

•   Robotics & Automation News: Using technology to boost business efficiency

•   Robotics & Automation News: Stäubli launches three new six-axis industrial robots

•   Robotics Business Review: Robots and International Economic Development

•   Robotics Tomorrow: How Commercial Robotics Will Power the Logistics Industry in 2021

•   Robot Report: Investor’s perspective on state of robotics; Apologizing to Boston Dynamics

•   물류신문: 뉴노멀 시대, 물류 트렌드를 주도할 디지털 기술은?

•   물류신문: Part 1. ‘비대면 시대’ 물류업체가 선택한 트렌드 메이커 기술

•   물류신문: Part 2. 로봇, 물류센터 지형도 바꿀 ‘Game Changer’로 부상

•   Business Standard: Centre preps states for next phase of Covid vaccination: Key things to know

•   Business Standard: Worried about the market crash? Here's how analysts interpret the fall

•   Hindustan Times: 96% people faced drop in earnings during lockdown: Survey | Hindustan Times

•   Hindustan Times: ‘Not an unmixed blessing’: RBI report amid plan for digital currency

•   Folha de S.Paulo: With 1,582 Deaths by Covid-19 in 24 Hours, Brazil Breaks Record of Deaths in The Pandemic

•   Folha de S.Paulo: Brazil Will Plunge into Chaos in Two Weeks because of Covid-19', Says Governor of Bahia

•   Jakarta Post: Indonesia to form ‘world’s largest’ geothermal holding firm

[Opinions]

•   Project Syndicate(José Antonio Ocampo, Joseph E. Stiglitz, Jayati Ghosh): An Open Letter to Joe Biden on International Corporate Taxation

•   Project Syndicate(Shang-Jin Wei): Can America Escape the Stimulus Trap?

•   Project Syndicate(Koichi Hamada): Biden’s Stimulus Trade-Offs

•   Project Syndicate(Joschka Fischer): Building Back Together

•   Project Syndicate(Andrés Velasco): Evolution, Not Revolution, in Economics

•   Project Syndicate(Richard Haass): A Realist Reset for US-Saudi Relations

•   FT(Editorial Board): Markets set for a bumpy ride back to inflation

•   FT(Editorial Board): Fintech offers UK a way out of the Brexit bind

•   FT(Editorial Board): Saudi crown prince has not been held to account

•   FT(Editorial Board): Narendra Modi’s stadium monument is not quite cricket

•   FT(Rana Foroohar): Liberals and security hawks can find common green ground

•   FT(Ruchir Sharma): The end of the party looms for markets high on stimulus

•   FT(Martin Sandbu): We must clean up global finance to ‘build back better’

•   FT(Michael Mackenzie): Financials may be a silver lining in bond market rout

•   FT(Ousmène Jacques Mandeng): The IMF no longer functions as the world’s safety net

•   FT(Brendan Greeley): Bitcoin cannot replace the banks

•   FT(Lex): Offices after Covid: shrink rap

•   WSJ(Scott Gottlieb): The CIA Can Help Spot the Next Pandemic

•   WSJ(Joel Zinberg): Biden and Allies Stoked Vaccine Fears

•   WSJ(Casey B. Mulligan, Stephen Moore): How Many Jobs Will the ‘Stimulus’ Kill?

•   NYT(Editorial Board): What It Will Take to Get Life Back to Normal

•   NYT(Editorial Board): The Murderous Monarch

•   NYT(Editorial Board): The Era of Vaccine Diplomacy Is Here

•   NYT(Paul Krugman): The Paradox of Pandemic Partisanship

•   NYT(Nicholas Kristof): President Biden Lets a Saudi Murderer Walk

•   NYT(Ezra Klein): The Texas Crisis Could Become Everyone’s Crisis

•   NYT(Binyamin Appelbaum): This Senator Has Got the Math Wrong About a $15 Minimum Wage

•   NYT(William Ruger): Why President Biden Must Withdraw From Afghanistan

•   NYT(Vanessa Barbara): Brazil Is Brilliant at Vaccinations. So What Went Wrong This Time?

•   NYT(Bruce Y. Lee): Which Vaccine Should You Get?

•   NYT(Carl Zimmer): The Secret Life of a Coronavirus

•   WP(Editorial Board): A smart use for $50 billion of covid relief funds: Broadband

•   WP(Max Boot): Biden actually has a strategy for the Middle East, not just a Twitter account

•   WP(Jennifer Rubin): Biden’s Middle East policy is one-and-a-half steps forward, but not enough

•   WP(George F. Will): Unprecedented, untargeted spending is not necessarily a stimulus

•   WP(Eugene Robinson): A $15 minimum wage would cost employers. Inequality costs all of us.

•   WP(Helaine Olen): Bernie Sanders wants you to know the high cost of our low minimum wage

•   WP(James Downie): Democrats can’t back down on the minimum wage

•   WP(Caitlin Rivers): The coronavirus is finally starting to run out of new people to infect

•   WP(Gregg Gonsalves, Amy Kapczynski, David Herman): We’ll never reach herd immunity if we don’t vaccinate more non-White people

•   Bloomberg(David Fickling): This Week May Turn the Tide on Two Centuries of Emissions

•   Bloomberg(Brian Chappatta): Will the 2021 Earnings Bonanza Really Happen?

•   Bloomberg(John Authers): Bond Tantrum Is a Big Test of Central Banks' Mettle

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is 91.3

•   Bloomberg(Liam Denning): Texas and Energy: The Alone Star State

•   Bloomberg(Julian Lee): Don’t Believe the U.S. Energy Independence Hype

•   Bloomberg(Matthew A. Winkler): The Pandemic Proves the Value of Raising the Minimum Wage

•   Bloomberg(Brooke Sutherland): What Does ESG Really Mean? Take Your Pick

•   Bloomberg(Jonathan Bernstein): Have Republicans Finally Accepted the New Deal?

•   Bloomberg(James Stavridis): U.S. Strikes Against Iran Sent the Right Message

•   Bloomberg(Lionel Laurent): The EU Is All Out of Vaccine Excuses

•   Bloomberg(Therese Raphael): The U.K. Says It Will Figure Out Vaccine Passports. We’ll See.

•   Bloomberg(Clara Ferreira Marques): Russia Needs Alexey Navalny, Warts and All

•   Bloomberg(Leonid Bershidsky): Vaccine Passports Are Latest Victim of Sloppy Government Data

•   Bloomberg(Bobby Ghosh): Biden’s First Military Attack Should Wake Up Iran

•   Bloomberg(Bobby Ghosh): Biden Fails to Make Saudi Prince MBS a Pariah

•   Bloomberg(Zev Chafets): Israel’s Vaccines Are Political Currency For Netanyahu

•   Bloomberg(Stephen L. Carter): Will You Have to Pay Twice for Better Infrastructure?

•   Bloomberg(Sarah Green Carmichael): The Big Question: Can we go back to our offices?

•   Bloomberg(Elaine Ou): Bitcoin Whales Are a Mixed Blessing

•   CNN(Peter Bergen): Biden is walking a tightrope on Saudi Arabia

•   CNN(David A. Andelman): The tough message Biden just sent Iran (Opinion)

•   CNN(Edward Bergmark, Arick Wierson): Without a global vaccine plan, coronavirus variants could lead to untold number of deaths

•   CNN(Jane Greenway Carr): Biden's tricky tango with Congress

•   CNBC(Frederick Kempe): A digital dollar would help the U.S. and its allies keep China in check

•   CNBC(Karen Firestone): Investors chasing bitcoin and Tesla should have real goals — and shouldn’t forget them

•   MarketWatch(Mark Hulbert): Wall Street is wrong: Copper prices can’t tell you where the stock market is headed

•   MarketWatch(Daniel Newman): Nvidia’s future is bright as its many bets are paying off

•   Fox News(Kevin McCarthy): Dems' $1.9 trillion COVID bill is not rescue or relief plan, it's a Pelosi payoff

•   Reuters(John Kemp): Big freeze completes rebalancing of U.S. gas market

•   Nikkei Asia(Yuji Aoki, Robert Feldman): Japan should use nuclear wind-down to fund decarbonization

•   매경(사설): 탄소중립 목표 달성 위해 원전수명 10년 늘린 프랑스를 보라

•   한경(한상춘): 옐런·파월의 수모…문재인 정부에 주는 시사점은?

•   조선(김민철): 백신 지각 확보가 낳은 풍경

•   동아(이상훈): [1]충전 인프라 [2]주행거리 [3]안전성 확보해야 ‘전기차 빅뱅’ 앞당겨