Business Intelligence Monitor 210401

(Introduction)

[Markets]

•   Global: Big tech lifts equities as Biden rebuilding plan in focus

•   한국: 코스피 횡보 끝에 0.28% 하락…3,060대 마감

•   한국: 삼성전자, 8만원 ‘간당’… 개미 “결국 오를것” 버티기

•   한국: 두산그룹주 혼조, 두산밥캣 두산 상승 두산중공업 두산퓨얼셀 하락

•   Metals: Copper climbs on Chinese factory data, infrastructure hopes

•   Grains: Soybeans, corn rally on lower-than-expected U.S. planting intentions

•   DRAM: D램값 올 8.7% 올라… 2분기엔 20%가량 급등 전망

[Indicators]

•   US Feb. Employment(ADP): U.S. Companies Add Most Jobs Since September, ADP Data Show

•   US Feb. Pending home sales: U.S. Pending Home Sales Fall Most Since April on Low Inventory

•   US Weekly Mortgage rates·applications: Slight drop in mortgage rates didn't stop the bleeding in refinances

•   Eurozone Mar. CPI: Eurozone inflation hits highest level since start of pandemic

•   Germany Mar. Employment: German Unemployment Resumes Drop Despite Longer Covid Lockdown Curbs

•   UK Q4 GDP(final): UK economy grew more than thought at end of miserable 2020

•   UK Mar. House prices: UK house price growth slows in March

•   China Mar. PMI: China’s economic recovery continued in March, driven by better-than-expected surge in service sector

•   한국 2월 산업활동: 2월 산업생산 2.1%↑ 코로나 이전수준 회복…소비 0.8%↓

•   한국 2월 무역지수 및 교역조건: 2월 수출물량, 전년比 4.2%↑…6개월째 증가세

•   Japan Feb. Industrial production: Japan's Feb. output falls 2.1% as strong quake hits automakers

•   India Q4 Current account: India records current account deficit of 0.2% in December quarter

•   Brazil Feb. Public debt: Brazil's public debt rises to record 90% of GDP in February

[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: Biden Unveils $2 Trillion Infrastructure Plan

※   White House: FACT SHEET: The American Jobs Plan

•   WSJ: What’s in Biden’s $2 Trillion Corporate Tax Plan

•   WSJ: Biden’s Infrastructure Plan: Where the Money Is Going

•   WSJ: Biden Urges $50 Billion to Boost Chip Manufacturing in U.S.

•   WSJ: Memo to Biden: Stimulus Is Easy. Investment Is Hard.

•   WSJ: Pfizer-BioNTech Covid-19 Vaccine 100% Effective in Study of 12- to 15-Year-Olds, Companies Say

•   WSJ: Covid-19 Vaccinations Are Picking Up Pace, but New Cases Are Still Rising

•   WSJ: Covid-19 Vaccinations of Pregnant Mothers Also Protect Newborns, Studies Suggest

•   WSJ: Yellen Says Risk Panel to Address Vulnerabilities From 2020 Market Meltdown

•   WSJ: Chinese Propaganda Officials Celebrate Social-Media Attacks on H&M in Countering Forced-Labor Allegations

•   WSJ: H&M, Under Attack In China, Sticks to Stance That Angered Beijing

•   WSJ: Family Offices Like Archegos Take Big Risks Like Hedge Funds

•   WSJ: SEC Probes Trading by Archegos That Rattled Stock Market

•   WSJ: Micron, Western Digital Looking at Possible Deals for Chip Maker Kioxia

•   WSJ: Remember Hitachi? It’s a Software Company Now

•   WSJ: Huawei Suffers Rare Drop in Revenue as U.S. Sanctions Bite

•   WSJ: Who’s Coming to Huawei’s Support? Its Biggest European Competitor.

•   NYT: Biden’s Climate Plan Means Tough Choices: Which Homes Get Saved?

•   NYT: Key takeaways from Biden’s $2 trillion infrastructure plan

•   NYT: Clearing the Suez Canal Took Days. Figuring Out the Costs May Take Years.

•   NYT: Johnson & Johnson Covid-19 vaccine doses are delayed by a U.S. factory mix-up.

•   WP: Peter Navarro warned Trump on virus supply shortages, then pursued deals worth more than $1 billion

•   WP: Beijing pushes back at criticism of WHO coronavirus origin report, insists China shared data

•   FT: Spac boom fuels strongest start for global M&A since 1980

•   FT: China’s secret loan contracts reveal its hold over low-income nations

•   FT: Macron extends lockdown across France to combat Covid surge

•   FT: Brussels requests Poland suspend disciplinary action against judges

•   FT: China’s currency set for worst month since US trade war

•   FT: Navalny starts hunger strike over lack of medical care and ‘torture’

•   FT: Tensions between Russia and Ukraine flare up

•   FT: UK told ‘zero’ jabs coming from EU until AstraZeneca meets bloc’s targets

•   FT: Biden administration maintains Trump policy on Hong Kong

•   FT: Saudi Arabia’s crown prince looks to Aramco to lead investment plan

•   FT: Central bank policy zigzags leave Turkey’s small businesses struggling

•   FT: FT ranking: Asia-Pacific High-Growth Companies

•   FT: Brussels squares up to UK in fight over euro swaps clearing

•   FT: Disaster strikes as Deliveroo becomes ‘worst IPO in London’s history’

•   FT: Methane pollution soars in US as shale drilling resumes

•   FT: VW apologises for ‘Voltswagen’ rebranding stunt

•   FT: ‘We are a laughing stock’: Covid-19 and Germany’s political malaise

•   FT: German court challenge to EU recovery fund could last months

•   FT: Share of black employees in senior US finance roles falls despite diversity efforts

•   Bloomberg: AstraZeneca Haunts Countries That Shunned More Expensive Pfizer Covid Vaccines

•   Bloomberg: EU Regulator Sees Possible Link Between Astra Shot and Clots

•   Bloomberg: Biden Signals Continued Beijing Tension Over Industrial Policy

•   Bloomberg: Dollar’s Share of Global Reserves Sinks to Lowest Since 1995

•   Bloomberg: U.S. Hiring Surge Expected for March With More Growth Ahead

•   Bloomberg: Fed’s Kaplan Says Infrastructure Spending Will Boost U.S. Growth

•   Bloomberg: Larry Summers Lauds Biden Infrastructure Plan After Attacking Stimulus

•   Bloomberg: Lagarde Says Market Can Test ECB Resolve as Much as It Wants

•   Bloomberg: Bank of Canada Governor Sees ‘Worrying’ Signs in Housing Market

•   Bloomberg: Sub-Saharan Africa Set for Uneven Rebound, World Bank Says

※   World Bank: Amid Recession, Sub-Saharan Africa Poised for Recovery

•   Bloomberg: Ousted Myanmar Parliament Plans for a National Unity Government

•   Bloomberg: U.S. Orders Non-Emergency Staff to Leave Myanmar Amid Violence

•   Bloomberg: Bolsonaro Finds Himself Cornered by Pandemic He Tried to Ignore

•   Bloomberg: Indian States Fight Each Other for Jobs With Laws to Hire Local

•   Bloomberg: India Reaffirms RBI Inflation Target of 2%-6%

•   Bloomberg: Libya’s Oil Sector Finally Getting Enough Funding, Minister Says

•   Bloomberg: Bond Traders Gird for More Pain After Biggest Loss Since Volcker

•   Bloomberg: Wall Street More Split on Markets as Easy Recovery Bets Run Out

•   Bloomberg: Chinese Contracts Could Complicate Sovereign Debt Restructuring

•   Bloomberg: Oil Sector Gets Surprise Boost in Biden Plan (It’s the Asphalt)

•   Bloomberg: Green Bond Boom Is Leaving Out Countries Most at Climate Risk

•   Bloomberg: U.K.’s COP26 Climate Summit in Doubt Due to Pandemic

•   Bloomberg: Biden’s EV Plan Throws Fuel On Already Hot Car-Charging Sector

•   Bloomberg: ‘Green Tidal Wave’ Lifts Clean Energy Stocks With Biden Plan

•   Bloomberg: World’s Biggest Wind Farm Is Key to Korea’s Net-Zero Dream

•   Bloomberg: Big Wind Turbines Prove No Deadlier to Wildlife Than Small Units

•   Reuters: WTO hikes 2021 trade growth forecast after less severe 2020 dip

※   WTO: World trade primed for strong but uneven recovery after COVID 19 pandemic shock

•   Reuters: OPEC+ panel lowers oil demand growth forecast

•   Reuters: Oil price structures show market balance returns in second half of 2021

•   Reuters: OPEC oil output rises in March, led by Iran: Reuters survey

•   Reuters: Exclusive: A billion for every chip-maker who 'makes in India,' sources say

•   Reuters: Exclusive: World Bank revises climate policy but stops short of halting fossil fuel funding

•   Reuters: Brazil detects new coronavirus variant similar to South African

•   Reuters: Sinopharm, Sinovac COVID-19 vaccine data show efficacy: WHO

•   Reuters: Spain widens use of AstraZeneca vaccine as infection rate hits "high risk" level

•   Reuters: Russia registers world's first COVID-19 vaccine for animals

•   Reuters: Mexico's economy seen at pre-pandemic levels in early 2022

•   Reuters: U.S. trade war pushing China to steal tech, talent, Taiwan says

•   Reuters: EXCLUSIVE-China considering new bourse to attract overseas-listed firms -sources

•   Reuters: Apple to build battery-based solar energy storage project in California

•   Reuters: Analysis-In mutant variants, has the coronavirus shown its best tricks?

•   AP: Analysis: Bumpy road ahead for Biden's infrastructure plan

•   AP: EXPLAINER: What we know about AstraZeneca blood clot reports

•   CNN: This IPO fail is a warning for the 'everything wins' rally

•   CNBC: Ford slashes vehicle production at six plants in North America due to chip shortage

•   CNBC: GM CFO 'increasingly confident' company will hit 2021 earnings targets

•   CNBC: Biden infrastructure bill: Companies split on whether to fight corporate tax hike

•   CNBC: Covid variant: CDC director says U.K. strain becoming the predominant strain in parts of U.S.

•   CNBC: Covid was third leading cause of death in U.S. in 2020, behind heart disease and cancer, CDC says

•   CNBC: U.S. begins testing Moderna's Covid vaccine booster shots for variant from South Africa

•   CNBC: Amazon expects some employees to return to the office this summer

•   CNBC: Saudi Aramco: CEO says oil giant can still meet dividend expectations

•   MarketWatch: These infrastructure stocks could rise up to 41% in a year on Biden’s massive spending plan, analysts say

•   Fox Business: Biden corporate tax hike could shrink economy, slash US jobs, study shows

•   SCMP: Why does China’s treatment of Uygurs in Xinjiang get more attention in Australia than Canberra’s detention of asylum seekers?

•   SCMP: China says it will stand with Middle East against foreign interference

•   SCMP: China energy supply faces ‘no problems’ despite Australian coal ban, Myanmar conflict

•   SCMP: China’s advanced manufacturing upgrade backed to gather pace, driven by top priority status in five-year plan

•   SCMP: China best placed to profit from the world’s move towards a lower carbon future, says HSBC report

•   SCMP: China container maker reaping rewards as Suez Canal blockage adds to global shortage, demand set for record high

•   SCMP: UK trade secretary Liz Truss urges WTO reform to ‘get tough on China and their behaviour’

•   Xinhua: China to take new steps to further transform gov't functions, invigorate market entities

•   Nikkei Asia: Japan startup to analyze 6,000 COVID samples per day for variants

•   Nikkei Asia: Japan embarks on hard path to zero net carbon emissions by 2050

•   Nikkei Asia: Clean energy and EVs to fuel chip demand: Infineon APAC head

•   Nikkei Asia: Indonesia's Astra eyes digital as potential new growth path

•   Nikkei Asia: Can Biden return the US to TPP? Does it matter? 2 experts explain

•   Economic Times: India Inc is getting serious about climate change: Deloitte survey

•   Mint: Will covid-19 halt India’s economic recovery once again?

•   Business Standard: World Bank ups FY22 GDP growth projection for India by 4.7 percentage pts

•   매경(P1): 신뢰잃은 LH가 주도해 은평구 등 21곳 공공개발

※   국토부: 3080+ 주택공급 방안 1차 선도사업 후보지 선정

•   매경(P1): "ESG 급하다"…10대그룹중 8곳, 위원회 만들어

•   매경: 美선 기업인이 ESG위원회 이끄는데…韓선 교수·관료출신 '수두룩'

•   매경: 금융지주·증권사 "ESG점수 낮은 기업 대출·투자 깐깐하게"

•   매경(P1): '시총 140조원' 선언한 SK…佛유전자치료제 업체 인수

•   매경(P1): 청와대 令이 안 선다…레임덕 가속

•   매경: 정권말 모두가 청와대행 꺼려…관료만 '울며 겨자먹기'로 끌려가

•   매경: "文 레임덕 원인은 LH사태 아닌 세금폭탄…임대차3법이 시발점"

•   매경: 드론 택시 4년 뒤 상용화…2035년엔 대구까지 간다

※   국토부: UAM, ‘25년에 상용화, ‘35년에는 대구까지 간다.

•   매경: "어 △△은행 없어졌네" 시중은행 지점 50곳 닫는다

•   매경: 360도 스크린·크랩주행…현대차 모빌리티 미래

•   매경: "통합 항공사 이름은 대한항공…합병 시너지는 年 4천억 추산"

•   매경: 어르신 176만명 접종동의…화이자 백신 맞아

•   매경: 빌황 '빚투계좌' CFD, 韓당국도 규제고심

•   매경: 거래소, ESG 투자지표 만든다

•   매경: "중대재해법, 경영진 책임범위 모호해 보완해야"

•   매경: [Biz Focus] 화석연료 의존도 높은 한국…'탄소중립' 이루려면

•   한경(P1): 미래사업 전쟁…재계 판도 뒤흔들다

•   한경: 신소재·우주·수소·AI…신사업 넘어 '새 시대' 치고나가는 그들

•   한경: "낙오될 수 없다"…롯데·CJ 절치부심

•   한경: 재계순위-시총 '뒤엉킨 서열'…달라지는 한화·효성·두산에 시장은 환호했다

•   한경(P1): 국회의원은 셀프징계·공무원은 형사처벌…이해충돌방지법도 '내로남불'

•   한경: "요금 비싼데 안터지는 5G, 내 속만 터진다"…가입자들 '속앓이'

•   한경: 통신3사 전국망 구축 잰걸음…"내년엔 속도 확 빨라질 것"

•   한경: 5G 콘텐츠·장비 수출은 꾸준히 늘어

•   한경: 정부 '인구 감소 쇼크' 현실화에…"新산업 외국인 고용한도 폐지"

•   한경: 한은 작년 순익 7.3조 '최대'…금리하락·주가상승 영항

•   한경: 기업들 "공정위 공시 자료 만들다 날샐 판"

•   한경: 문재인 정부 마지막 최저임금 심의 절차 시작

•   한경: 두산인프라코어 등 兆단위 '빅딜' 싹쓸이…모건스탠리, M&A 재무자문 1위

•   한경: 반도체 공급부족과 아시아 칩디자인 업체 상황

•   한경TV: [단독] 국내 큰손들, 유럽 물류센터 연달아 사들여

•   서경(P1): "국가보증 50년 모기지" 민심 이반에 긴급 처방 꺼낸 李

•   서경: 기업 외면하더니 관계개선 하자는 문재인···대출 확대 기간 연장한다는 이낙연

•   서경: 아세안+3, 금융위기 때 역내통화 더 쓸 수 있다

•   서경: 현대모비스 '플랫폼 기업'으로 전환 시동

•   서경: HAAH에 명운 걸린 쌍용차, 제대로 된 투자의향서 올까

•   서경: 꿈의 신소재 그래핀···생태계 구축 나선 포스코

•   서경: "2050년 탄소중립 실현"···정부, R&D사업 닻 올린다

※   과기부: 탄소중립 기술혁신 추진전략 발표

•   조선(P1): 이번엔 박주민… 임대차법 낸 뒤 월세 대폭 인상

•   조선(P1): 대만 코앞으로 정의용 부른 중국

•   조선(P1): 세계 자동차 ‘반도체 펑크’ 69조원 손실

•   조선: 아이폰도 생산 차질… “반도체 부족이 경기회복 걸림돌”

•   조선: 공장 건설에 수십조원… 생산까지 2~3년 걸려

•   조선: 대통령의 금리 발언, 청와대는 “오해”라고 해명했다

•   조선: 러시아산 백신 승인 검토설에 정부 “사실 아냐”

•   조선: [단독] “AZ백신 전신 이상반응, 화이자보다 7배 많아”

•   인베스트조선: '빅이슈어'들은 ESG채권으로…주관사들도 발행 적극 권유

•   중앙(P1): 세계백신공장 인도의 폭탄선언…한국 2분기 접종 부도 위기

•   동아(P1): 청년임대 사는 20대도, 내집 가진 30대도 “부동산은 절망”

•   동아: 美CSIS “北영변 핵시설서 연기”… 연료봉 재처리 우려

•   동아: [단독]눈앞에 닥친 백신 부족… 전문가들 “접종 간격 연장은 신중해야”

•   문화(P1): 백신접종 한달이나 지났는데 ‘1.6%’… 세계 110위권 밖으로

•   문화(P1): 빚으로 연명 자영업, 대출 800兆대 돌파… 文정부 3년간 46.3% 늘어

•   문화: 시스템부문 육성 않으면 … 한국 ‘반도체 패권’ 빼앗긴다

•   서울: [단독] 원전이 친환경? 빌 게이츠가 틀렸다… 화석연료 문명 7년 뒤 붕괴할 것

•   서울: 풍력환경평가팀 몸집 키우는 ‘환경부의 조바심’

※   환경부: 친환경 풍력 확산을 위한 전담창구 본격 운영

•   머니투데이(P1): "100대 기업 절반이 영업이익 초과" 탄소세 '폭탄' 우려

•   더벨: 허리띠 졸라맨 두산중공업, 임원수 대폭 감소

•   헤럴드경제(P1): [단독] 삼성전자, 테슬라에 LED 부품 첫 공급

•   헤럴드경제: 전국 상위 20% 아파트 평균 첫 10억 돌파

•   파이낸셜뉴스: 월세 잘빠지는 역세권 "글쎄"… 빌라촌된 준공업지 "환영" [현장르포]

•   파이낸셜뉴스: 3%룰이 부른 '가족의 난', 기업 필수 된 선한 경영 'ESG' [올 주총 이슈 2제]

•   파이낸셜뉴스: '산업역군' 아버지 세대 가고 '혁신무장' 아들 세대로… 선장 속속 교체

•   파이낸셜뉴스: "여성 인재 어디 없나요" 사외이사 모시기 경쟁

•   파이낸셜뉴스: 자회사 때문에 속썩는 기업들… 지분가치 하락에 손익 ‘흔들’

•   아시아경제: 4월도 배당주 하기 좋은 계절…외국인과 연기금 "일찌감치 담고 있네""

•   디지털타임스(P1): 뉴딜펀드 배당소득 5년간 분리과세·`타다` 합승 허용

•   이데일리(P1): [나스닥에 꽂힌 K-바이오]①“제2의 쿠팡은 우리가”…K-바이오 나스닥 러시

•   이데일리: [인터뷰]"기업에 ESG 필수…신용평가 중요도 커져"

•   이데일리: 백신 보릿고개'에도 수출을 제한할 수 없는 이유

•   연합: 오늘 500명대 중후반…이동량 증가속 비수도권 확산세 '비상'

•   연합: 1∼2월 국내 배터리 3사, 일제히 시장점유율 하락

•   뉴스1: 수소연료, 미래 청정 에너지 대세…다양한 부문서 실용화

•   뉴스1: SK하이닉스 반도체 후공정 'P&T'…HBM 시장 선점에 큰 역할

•   뉴스토마토: 해외건설 수주 '불안한 출발'…국내 건설사, 1분기 전년 70% 수준

•   이투데이: 유진투자증권 “석탄발전소, 원가 상승으로 좌초자산 가능성 커졌다”

•   Renewables Now: UK consortium to demonstrate hydrogen fuel cell aircraft in 2022

•   에너지경제: 한전, 2024년까지 전기요금 동결 계획 세우고 적자 전망…연료비연동제 ‘변수’

•   에너지경제: 수소거래소. 공동·개별구매시장 이원화 운영…관련 규칙·수소유통법 제정 착수

•   에너지데일리: “삼척화력발전소 공사 당장 재개해야 한다”

•   For Construction Pros: Construction's Outlook and the Opportunities to Improve It for Your Business

•   대한경제: 정부 바람과 반대로 가는 시장...민간 정비사업 기대감↑

•   대한경제: 국제유가 상승에 바빠진 수출입은행

•   OilPrice.com: U.S. Gasoline Demand Climbs Above 2020 Levels

•   OilPrice.com: Why Is There So Much Hype About Hydrogen

•   OilPrice.com: Will The World’s Newest Oil Benchmark Be A Success?

•   OilPrice.com: Peru’s Oil Industry Is Key To Its Pandemic Recovery

•   OilPrice.com: Coal Is In Terminal Decline, But China’s Consumption Is Climbing

•   OilPrice.com: Will 2021 Mark The Start Of A Major Shale Recovery?

•   전자신문(P1): "반도체가 동났다"…韓 주력산업 멈춰설 판

•   전자신문: [이슈분석] 한국 제조업 위협하는 반도체 품귀 "웃돈 줘도 못 구해"

•   전자신문: [이슈분석]반도체 품귀, 하반기까지 지속될 듯...업계 대책 마련에 고심

•   전자신문: 단일 사업 최대' 504MW 태안해상풍력 발전사업 허가…생태계 활력 기대

•   DIGITIMES: EV industry bracing for long-term growth

•   DIGITIMES: Smartphone brands still focus on low-price segments in India

•   로봇신문: 지난해 로봇 상장기업 '코로나 속에서도 선방'

[Opinions]

•   Project Syndicate(Katherine Dixon): A Decarbonization Roadmap

•   Project Syndicate(James K. Galbraith): China Is Missing from the Great Inflation Debate

•   Project Syndicate(Olivier Blanchard, Jean Pisani-Ferry): The Post-Vaccine Risk Phase

•   Project Syndicate(Ricardo Hausmann): The Individual Failings of Economics

•   Project Syndicate(Mark Leonard): The New China Shock

•   Project Syndicate(Simon Johnson): Can We Prevent the Global Fire Next Time?

•   FT(Editorial Board): China forces brands to make a cotton choice

•   FT(Ben Hall): Sanctions spat has forced EU to reassess its China strategy

•   FT(Henry Mance): British politics is morphing from delusion into sleaze

•   FT(Lex): European banks/inflation: rate rises would spark retail renaissance

•   WSJ(Walter Russell Mead): How to Bring Peace to the New Middle East

•   WSJ(Donald L. Luskin): Corporate Covid ‘Windfalls’ Are a Myth

•   WSJ(Robert Poole): Build Infrastructure With Private Cash

•   NYT(Thomas L. Friedman): The Biden Boom

•   NYT(Thomas B. Edsall): The Fate of Biden’s Agenda Hangs in the Balance

•   WP(Editorial Board): Biden’s infrastructure plan is a big bet on big government

•   WP(Henry Olsen): Republicans are right to oppose Biden’s infrastructure plan. But they must offer an alternative.

•   WP(Jennifer Rubin): Critics will talk about the cost of infrastructure. Biden should stress its value.

•   WP(Paul Waldman): Biden’s new plan has united Democrats. Here’s why it probably won’t last.

•   WP(Greg Sargent): Biden’s big bet: He’s found the kryptonite that will defeat Trumpism

•   WP(Nick R. Smith): The WHO report shows China’s urbanization makes future pandemics more likely

•   Bloomberg(Mohamed A. El-Erian): Infrastructure Plan Opens Way to More Sustainable Growth

•   Bloomberg(David Fickling): Covid Isn’t Over, and the Next Wave May Be Worse

•   Bloomberg(Noah Smith): How to Raise Corporate Taxes Without a Blowback

•   Bloomberg(Liam Denning): Tesla Isn’t the Biggest Winner From Biden’s EV Plan

•   Bloomberg(Chris Bryant): In the Meme-Stock Era, Even Bad Voltswagen Jokes Are Worth Billions

•   Bloomberg(Michael R. Strain): The Best and Worst of Biden’s Infrastructure Plan

•   Bloomberg(Clara Ferreira Marques): Boycott Battles May Not Go China’s Way

•   Bloomberg(Adam Minter): For Stranded Sailors, the Covid Crisis Never Ends

•   Bloomberg(Richard Cookson): The ECB's Claims of Unity Are Woefully Misleading

•   Bloomberg(Tara Lachapelle): Biden Infrastructure Plan: Fill Potholes With Corporate Taxes

•   CNN(Chuck Collins): Raising this tax would make the ultra-rich pay their fair share

•   CNN(Jeffrey W. Hornung): What to expect when you're expecting so much from the Quad (Opinion)

•   CNN(Michael Bociurkiw): A glimmer of light for world action against the next pandemic

•   MarketWatch(Peter Morici): Biden’s policies will help the working class less than he thinks

•   서경(현정택): 방역도 경제도 모범국이 아니다

•   문화(서균렬): 천지原電 철회로 더 커진 탈원전 죄책

Business Intelligence Monitor 210331

(Introduction)

[Markets]

•   Global: Dollar gains, global stocks slip as big tech weighs

•   US: U.S. bonds: 10-year Treasury hits 14-month high before pulling back

•   한국: 코스피 외인·기관 매수에 1%대 상승…3,070대 진입

•   한국: 애플카 협업 기대감에…LG전자 8% 급등

•   한국: SK바사 "생큐! 연기금"···'따상'후 눈물의 첫 반등

•   한국: 두산그룹주 힘빠져, 두산밥캣 4%대 하락 두산 두산중공업도 밀려

•   Turkey: Turkey’s lira drops after Erdogan replaces central bank deputy governor

•   Metals: Dollar, inventories weigh on copper prices

•   Grains: Soy, corn, wheat futures slide ahead of USDA data

[Indicators]

•   OPEC+ Feb. Oil production: OPEC+ cumulative overproduction rises to 3 million bpd in Feb

•   US Jan. Case–Shiller home price: U.S. Home Prices Rise at Fastest Pace in 15 Years

•   US Mar. Consumer confidence: U.S. Consumer Confidence Hits Highest Point Since Pandemic Started

•   Eurozone Mar. Economic sentiment: Euro zone optimism beats expectations with March surge, Germany leads

•   Germany Mar. CPI: German Inflation Accelerates as Fuel Prices Add to One-Offs

•   한국 2020년 전력판매: 전력 판매량, 코로나·불황에 2년 연속 줄었다…"올해엔 경기 회복세 타고 증가할 것"

•   한국 2월 2021년 2월 사업체노동력: 근로자 17만명↓…공공일자리 재개로 감소폭은 둔화

•   한국 2월 주택 인허가: 수도권 주택 인허가 30% ‘뚝’…공급정책 ‘빨간불’

•   한국 2월 미분양 주택: 전국 미분양 주택 '역대 최소', 지난달 1만5786가구…7.8%↓

•   한국 3월 BSI·ESI: 수출 호조 등에 기업 체감경기 10년만에 최고

•   Japan Feb. Employment: Japan jobless rate unchanged at 2.9% as policy shift looms

•   Japan Feb. Retail sales: Japan's retail sales fall for third straight month

•   Chile Benchmark rates: Chile Keeps Rates on Hold as Covid Surge Hobbles Activity

•   Argentina Jan. Economic activity: Argentina Posts Ninth Straight Month of Economic Growth

•   South Africa Q4 Labor costs: South Africa Pay Growth Slows With Household Debt at 77.1% of Disposable Income

[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: IMF Sees Brighter Outlook for Global Economy

•   WSJ: Suez Canal Traffic Resumes Slowly as Some Ships Weigh Anchor, Others Wait

•   WSJ: After the Suez Canal Jam Hundreds of Ships Await Their Turn

•   WSJ: Japanese Builder of Suez Canal Ship Has Bigger Problem: Industry Decline

•   WSJ: Biden to Outline Proposal for Infrastructure Spending, Tax Increases

•   WSJ: Pfizer to Test Covid-19 Vaccine That Doesn’t Need Ultracold Storage

•   WSJ: As Covid-19 Vaccinations Ramp Up, Hesitancy Wanes

•   WSJ: U.S. Calls for Independent Study of Covid-19 Origin

•   WSJ: Kerry Headed to India, U.A.E. for Climate Talks, Sources Say

•   WSJ: New York Fed’s John Williams Upbeat About Economic Outlook

•   WSJ: Behind Biden’s Big Plans: Belief That Government Can Drive Growth

•   WSJ: China Rewrites Hong Kong Election Rules to Keep Opponents Out

•   WSJ: Archegos Blowout Heaps Pressure on Credit Suisse

•   WSJ: Archegos Gives Investors Warning Signs

•   WSJ: Goldman, Morgan Stanley Limit Losses With Fast Sale of Archegos Assets

•   WSJ: New Mideast Crude Contract May Test OPEC’s Grip on Oil

•   WSJ: Auto-Chip Maker Needs Up to Four Months to Recover From Fire

•   WSJ: JPMorgan, Salesforce Join Growing List of Firms Dumping Office Space

•   WSJ: Messaging Says VW USA to Rebrand Itself Voltswagen—Headquarters Says Not So Fast

•   WSJ: Xiaomi Enters Electric Vehicle Market With $10 Billion Commitment

•   NYT: Why the World’s Container Ships Grew So Big

•   NYT: As Mask Mandates Lift, Retail Workers Again Feel Vulnerable

•   NYT: Partially Vaccinated Households Struggle to Navigate Freedom and Risk

•   NYT: The Taliban Think They Have Already Won, Peace Deal or Not

•   WP: Biden’s infrastructure and climate plan emerges as congressional wrangling begins

•   WP: The economy is still bad for low-wage Americans, which is why the Fed is not worried about inflation

•   WP: As tensions with China grow, Biden administration formalizes genocide declaration against Beijing

※   U.S. Department of State: Secretary Antony J. Blinken On Release of the 2020 Country Reports on Human Rights Practices

•   WP: Automakers and UAW seek a way to drive people to buy EVs

•   WP: Companies such as Citigroup, Ford, TIAA and Target announce hybrid return-to-work plans

•   FT: BioNTech lifts Covid vaccine target to 2.5bn doses this year

•   FT: Germany will only use AstraZeneca jab on over-60s

•   FT: Marine Le Pen touts national unity government for France

•   FT: UK calls for world to ‘get tough’ with China as part of global trade shake-up

•   FT: UK ministers write to business to defend scrapping industrial strategy

•   FT: Pressure grows to accelerate £250m green fund for UK steel industry

•   FT: Detached homes close to central London enjoy biggest price rises

•   FT: US to make it easier for diplomats to meet Taiwanese officials

•   FT: China’s housing crash exposes a growing regional economic divide

•   FT: Bolsonaro tries to shore up support as Brazil’s Covid crisis worsens

•   FT: Hong Kong set to allow corporate directors to obscure their identity

•   FT: Banks face regulators’ scrutiny on handling of Archegos fire sale

•   FT: Foxconn warns components shortage to last until 2022

•   FT: Gunvor joins clean energy push

•   FT: After the Grenfell fire: who should pay the UK’s housing repair bill?

•   FT: How trucks became the next battleground for self-driving technology

•   FT: Is it infrastructure week yet?

•   FT: Lex of Arabia: how Greensill and Cameron tried to woo MBS

•   Bloomberg: Governments Flirt With ‘MMT-lite’, Reshaping Markets Globally

•   Bloomberg: China’s Covid Recovery to Help Overtake U.S. as Largest Economy

•   Bloomberg: How the Tokyo Olympics Risks Turning Into a Superspreader Event

•   Bloomberg: Biden Seeks to Reverse Decades of Disparity in Next Economy Move

•   Bloomberg: Biden Urged to Spend $4 Trillion by Labor, Environment Groups

•   Bloomberg: Stimulus Checks for Social Security Recipients to Arrive April 7

•   Bloomberg: U.S. Covid-19 Deaths Expected to Rise Soon With New Wave Emerging

•   Bloomberg: How the U.S. Is Vaccinating Its Way Out of the Pandemic

•   Bloomberg: Quarles Says Fed Very Committed to Pushing Inflation Above 2%

•   Bloomberg: ECB Governor Warns Against Sharp Policy Tilt When Crisis Passes

•   Bloomberg: ECB’s Gloomy Inflation View Highlighted by Weak German Pay Deal

•   Bloomberg: U.K. Ethnic Vaccination Gap: Rates Struggle in Places Worst-Hit by Covid-19

•   Bloomberg: China’s Vaccination Plan Could Lift GDP Growth to 9.3%

•   Bloomberg: Xi Jinping’s Shifting China Is Compelling Investors to Run, Hide or Hire

•   Bloomberg: World’s Top Pension Fund Faces Moment of Truth Over Chinese Debt

•   Bloomberg: China’s Mega-Refineries Are Throttling Other Asia Oil Processors

•   Bloomberg: Saudi Firms Will Cut Dividends to Fund $1.3 Trillion Investments

•   Bloomberg: Thai Baht (THB USD) Is Asia's Worst Currency After Tourism Wipeout

•   Bloomberg: China-U.S. Tensions Can Boost India’s Tech Dreams, Report Says

•   Bloomberg: Huawei CFO Slams ‘Extraterritorial’ U.S. Extradition Request

•   Bloomberg: Bloom Energy Targets New York, Northeast Homes in Fuel-Cell Push

•   Bloomberg: Duke Says It Can’t Reach Carbon-Cutting Targets Without Nuclear

•   Bloomberg: China Ramps Up Push to Make World’s Biggest Steel Industry Green

•   Reuters: Apple supplier Foxconn's profit slips, warns on 'materials shortages'

•   Reuters: EU says AstraZeneca under no UK obligation that would prevent EU vaccine supply

•   Reuters: Exclusive: India extends shelf life of AstraZeneca vaccine - document, source

•   Reuters: U.S. Treasury's Yellen says with aid, Hispanic firms can lead recovery

•   Reuters: Fed's Bostic says summer months could see millions rehired

•   Reuters: China's industry ministry holds meeting on auto display screen supply shortage

•   Reuters: Myanmar insurgents warn of growing conflict as neighbours press junta

•   Reuters: Exclusive: Investors press companies on human rights in Xinjiang

•   Reuters: Exclusive: India baulks at carbon neutral target as pressure grows

•   Reuters: China's Iran oil imports seen hitting new high in March, curbing OPEC output options

•   Reuters: Plug Power, Brookfield Renewable to build green hydrogen plant

•   Reuters: OPEC internal report sees oil stocks falling more in 2021

•   Reuters: Exclusive: India blocks bank accounts of China's ByteDance, company mounts challenge

•   NBC: Mutations could make current Covid vaccines ineffective soon: Survey

•   CNBC: Covid variants: Study shows promising immune response against variants

•   CNBC: Covid cases, vaccinations on the rise as U.S. officials urge continued caution

•   CNBC: IMF: commercial property overvaluation could create new shocks

•   CNBC: US government has returned all oil it stored for companies last year

•   CNBC: UBS clean energy stock picks: $140 trillion to pour into the industry

•   CNBC: Head of Port of Los Angeles urges companies to pick up cargo quicker

•   CNBC: Myanmar is on the brink of becoming a 'failed state,' says expert from think tank

•   CNBC: Xiaomi Mi Mix Fold: Specs, price, features, Surge C1 chip

•   CNBC: Cisco CEO Chuck Robbins: U.S.-China, chip shortage, hybrid work

•   CNBC: Here's what post-pandemic travel might look like

•   MarketWatch: The stock market could double by 2030 because COVID has ‘utterly changed’ the policy environment: analyst

•   MarketWatch: These are the stocks for playing Biden’s infrastructure push, analysts say

•   SCMP: 11 things you may not know about China’s digital currency

•   SCMP: China must avoid ‘blind competition’ within high-speed railway network development to maintain ‘reasonable’ debt levels

•   SCMP: China-Australia relations: more than 11,000 litres of wine detained in Shenzhen as ban continues

•   Nikkei Asia: Japan looks to cement Indonesia as key regional partner in 2-plus-2

•   Nikkei Asia: Asia's hidden high-growth companies reach for the sky

•   Nikkei Asia: Dallas Fed chief calls for interest rate 'action' when benchmarks met

•   Nikkei Asia: The China-Iran Axis

•   Mainichi: Japanese ship's owner to handle Suez Canal blockage in line with int'l law

•   Mainichi: Bank of Japan chief says cutting rates 'nimble, effective' easing option

•   Economic Times: Gig economy can support 90 mn jobs, add 1.25 pc to GDP: Report

•   Mint: India's Covid situation turning from 'bad to worse', huge cause of worry: Govt

•   Mint: Seven more Covid-19 vaccine candidates in clinical trial stage: Harsh Vardhan

•   Hindustan Times: Fiscal year 2020-21: A macroeconomic review | Hindustan Times

•   매경(P1): 내년 예산 600조…2017년보다 50% 늘어

※   기재부: 2022년도 예산안 편성지침 및 기금운용계획 작성지침

•   매경: 0~1세 아동 내년부터 월 30만원…또 추가된 ‘현금 복지’에 나랏빚 눈덩이

•   매경: 재정 쓸 곳 많은데…국세 감면 3년째 '한도초과'

•   매경(P1): 대출 갈아타기 8월부터 클릭만 하면 끝

•   매경(P1): [단독] 2.5억 집을 4억에 전세?…허점투성이 공직자 재산공개

•   매경(P1): [단독] 경기도의원들, 용인 화성 땅 집중 보유한 까닭은…

•   매경: 동학개미 열풍에 규제겹쳐…은행 신탁 '썰물'

•   매경: 월급 524만원 직장인 국민연금 1만9천원 더내야

•   매경: 정부, 심사부터 사후관리까지…토지담보대출 샅샅이 살핀다

•   매경: 코로나19 최악 상황인데…노동계는 최저임금 최소 5.5% 인상

•   매경: 외투기업 올해 채용, 10곳중 1곳만 늘린다

•   매경: LG전자·포스코·한수공 '脫탄소' 동맹

•   매경: "매그나칩, 中에 팔려도 경영변화 없다"

•   매경: SK하이닉스 박정호·이석희 투톱체제

•   매경: '배민' 우아한형제들 매출 1조 넘었다

•   매경: 국내 최대 김포물류센터 가동…마켓컬리, 수도권 밖 새벽배송

•   매경: 주식전문가 '이구동성' "자동차 반도체 알짜주 금리충격 이겨낼 것"

•   매경: 5억 뛴 10억 땅 올해 팔면 양도세 1.6억…내년엔 3억

•   매경: [단독] "서울시는 다 계획이 있구나"…공공재개발 투기방지책 돋보여 [톡톡! 부동산]

•   매경: [단독] '공공' 못믿겠다는데…LH 직접시행 꼬드기는 정부

•   매경: [클라우드] 스타벅스 '잊을 수 없는 커피' 뒤엔 MS 클라우드 서비스 있다

•   매경: [IT] 로봇사원은 옛말, 이젠 디지털워커

•   매경: 셔틀버스·배달로봇…'세종 자율車 무대'서 내달린다

•   매경: 미래에셋證 이사회 "석탄발전 직접투자 안할것"

•   한경(P1): 다 때려잡겠다?…헌법학자들도 우려하는 '3·29 투기대책'

•   한경: 말단 9급까지…가족 포함 640만명 재산 다 들춰보는 셈

•   한경: 투기 막으려 토지 '양도세 폭탄'…애꿎은 민간·기업에 불똥 튀나

•   한경(P1): [단독] 공기업 장악한 '캠코더 감사'

•   한경: [단독] LH는 文캠프, 석탄公은 與 당직자…줄줄이 '낙하산 감사'

•   한경(P1): [단독] 목동 11단지 재건축 못한다…주민들 '패닉'

•   한경: 공공기관 임직원수·인건비…문재인 정부 4년간 30% 뛰었다

•   한경: 경제수석에 '기재부 예산통' 안일환…靑 경제라인 모두 관료 출신

•   한경: '패닉바잉' 줄자…서울 아파트 매매거래 2년 만에 최저

•   한경: 與, 아파트 공시가격 인상 속도조절?

•   한경: 저출산·고령화 대책에 80조 투입

•   한경: SK E&S, 호주 가스전 1.6조 투자…친환경 LNG 뽑아낸다

•   한경: '슈퍼히어로' 기아 EV6, 4분30초만 충전해도 100㎞ 달린다

•   한경: 반도체 품귀에 결국…현대차 울산1공장 1주일 멈춘다

•   한경: 내달 6일부터 불법 공매도땐 주문금액 최대 100% 과징금

•   한경: LH 사태 여파?…공공재개발 2차 후보지 '갈등 적은 곳' 낙점

•   서경(P1): 은행·보험도 서민 대출 출연금···금융기관 5년간 총 1조 내야

•   서경: 저신용자 부담 덜겠다며 금리 낮춰···정부 '금융사 돈'으로 선심 쓰기

•   서경(P1): '빌 황 사태' 촉발한 CFD···월가 이어 韓 증시 흔드나

•   서경: 하루 4,000억 거래 CFD '외국인' 통계 둔갑...공매도 재개땐 세력 더 키울 수도

•   서경(P1): 위기 닥친 한국산업 '투톱' ···車생산 중단한 현대차 - G2 패권다툼 낀 반도체

※   전경련: ‘반도체 산업이 흔들린다’ 세미나

•   서경(P1): 3%룰에 뒤집힌 '한타 형제의 난'···장남 조현식 판정승

•   서경: 지분 42% 누른 지분 19%···공포가 된 '3%룰'

•   서경: 자영업·중기 온기 도나···체감경기 코로나 이전 회복 조짐

•   서경: CO2 줄이는 '수소 혼소 기술'···한화종화, 서부발전과 MOU

•   서경: '진짜 5G' 야구장에서 먼저 즐긴다

•   서경: 삼성전자 올해 0.6% 상승 그쳐···'9층개미'도 구조될까

•   조선(P1): 한전, 文공약 뒷감당하다 빚 104조→159조

•   조선: 5개 발전자회사 재무 악화 “올해 2000억~3000억 손실”

•   조선: 신재생에 35조, 공대에 1조… ‘文정부 화수분’된 한전

•   조선: 아스트라백신 1·2차 접종 간격 10週로 늘렸다 다시 12週 검토

•   조선: 中정부 주도 반도체·전기수소차 기업 줄폐업… 금가는 ‘테크 굴기’

•   조선: [단독] 테슬라·도요타, 반값 전기차 만드나… 제휴 임박

•   조선비즈: 시스템반도체 1위, 설계는 미국·생산은 대만…표류하는 한국

•   조선비즈: [5G 상용화 2년]② 통신3사 5G망 포기로 한국은 자율주행차 올스톱...세계 최초면 뭐하나?

•   조선비즈: 외국인 떠날까 돈줄 조이는 신흥국…“한국은 상대적으로 안전”

•   중앙(P1): [view] 김정은 볼 일 없다, 이게 바이든 스타일

•   중앙: “월급 적다” MZ 샐러리맨 ●▅▇█▇▆▆▅▄▇ 드러누웠다

•   중앙: 차값 절반 지원에 대기오염 걱정 없어…수소차 인기 이유있네

•   중앙: 쪼개면 더 세질까…주식 액면분할 작년의 2배

•   동아(P1): 다급한 여권 ‘정책 뒤집기’

•   동아: 예금-대출 금리차 더 벌어져 1.89%P… 3년만에 최고

•   문화(P1): 코로나 불안·투기분노 커지는데 文 “경제 빠르고 강하게 회복 중”

•   문화: <10문10답>탄력근로 3~6개월로 연장…주 40시간 미달 땐 임금보전방안 의무화

•   한국(P1): 박영선-오세훈 누가 돼도... 정부 공공재개발 급브레이크

•   국민(P1): “사고는 지들이 치고, 웬 국민 감시?”…부동산거래분석원 논란

•   국민: [단독] 투기와의 전쟁 선포했지만… ‘보상 노린 투기’ 방지책 허점 여전

•   서울(P1): ‘선거용’ 가덕도 띄우기… 결국 김해신공항 폐기

•   서울: 두산, 협력사 8곳 생산 효율성 높인 ‘상생 경영’

•   서울: LS, 국내 공장 뚝딱 타 기업과 쿵짝 에너지업 리더

•   세계: 곽상철 사장 각자대표 신규 선임 (주)두산, 3인 대표 체제로 운영

•   경향(P1): 검찰, 최근 5년 부동산 투기 사건 전면 재검토…직접 수사도

•   경향(P1): 홍남기 부총리도 떠날까…선거 후 ‘개각 폭’ 촉각

•   경향: 풍력발전 프로젝트에 국내 첫 1000억 규모 ‘그린 론’

•   머니투데이(P1): 반도체 강국 수성 '新인재' 키운다…반도체학과 첫 신입생 받은 연고대

•   머니투데이: "졸업하면 삼성·SK 취업"···반도체 인력 10년간 1.7만명 키운다

•   머니투데이: "반도체 1위 3년 뒤엔 모른다"…인력 절박감에 손잡은 삼성·SK

•   머니투데이: "강남에선 쿠팡이츠가 압도적"…'매출 1조' 배민은 왜 밀려났나

•   머니투데이: [단독]대출 규제 완화 공언한 與..."장기 1주택자도 포함"

•   머니투데이: [단독]정부, 매그나칩 자료 요구···핵심기술 확인땐 中매각 제동

•   머니투데이: 수소로 타오르는 올림픽 성화…빠르게 추격하는 中 수소경제

•   머니투데이: 시총 20조→140조…7배 만들겠다는 SK가 넘어야 할 3가지 산

•   헤럴드경제: 사상 최대 유동성 압박...커지는 금리 인상 우려 [Shape new Korea ④갈 곳 잃은 유동자금]

•   헤럴드경제: 1000만 주식투자 시대...자산 배분 대전환 시작 [Shape new Korea ④갈 곳 잃은 유동자금]

•   헤럴드경제: 비트코인·금·원자재...모든 자산가격 올랐다 [Shape new Korea ④갈 곳 잃은 유동자금]

•   헤럴드경제: 삼성 ‘갤노트’ 빼고 ‘폴더블폰’으로 채운다

•   파이낸셜뉴스(P1): "왜 사무실서 일해?" 코로나가 '출근'을 멸종시켰다

•   파이낸셜뉴스(P1): LH서 떼낸 입지조사 국토부가 맡는다[부동산 투기와의 전쟁]

•   파이낸셜뉴스: 화상·메신저·클라우드면 안되는 업무 없다… 관련시장 급성장

•   파이낸셜뉴스: "車반도체 품귀 2~3년 지속… 대만정부-TSMC 협력 배워야" [격동의 반도체시장 下]

•   아시아경제(P1): 손정의 "쿠팡 일본 내 도입 검토 중"

•   아시아경제: "文 탈원전 타령에 굶어죽을 판" 신한울 3·4호기 백지화, 울진 가보니

•   이데일리(P1): '비적정 상장사' 속출…증시 상폐 공포

•   이데일리(P1): [단독]"현대차 총수는 정의선"…공정위 정몽구서 동일인 변경키로

•   이데일리: 땅·점포·꼬마빌딩도 LTV규제…이번에도 현금부자만 웃나

•   이데일리: 車반도체 내재화'는 필수… 車·반도체 업계 합작공장 세워야

•   이데일리: "식당 이모가 돌아왔다"…고개 드는 '보복소비'에 내수 기지개

•   연합: 오늘 500명 안팎 예상…사우나-직장-유치원 등 일상감염 확산

•   연합: "수요 축소 부동산대책 효과 3~5개월…최대변수는 금리"

•   연합: 월성원전 사건 산업부 공무원 보석심문…검찰·변호인 공방

•   연합: 월성원전 삼중수소 민간조사단·현안소통협 출범

•   연합: 대기업 직원-등기임원 연봉 격차 더 벌어졌다…최대 11배

•   연합: 에너지특화기업 62개사 첫 선정…지방세 감면 등 혜택

•   연합: 두산중공업 신임 각자대표에 박상현 부사장…3인 대표 체제로

•   뉴시스: 전경련 "ESG 기준 급격한 강화는 기업에 부담"

•   뉴시스: KB證 "두산밥캣, 미 정부 정책 수혜 전망…목표가↑"

•   뉴스토마토: 1월부터 나온 폭스바겐 '각형' 선택 신호…K-배터리 3사는 몰랐다?

•   아주경제: 이사회 정비 마친 두산그룹, 올해는 수소 생산·전기차 충전 사업으로 달린다

•   에너지경제: 재생에너지 보급 과속 역풍…전력계통 출력제한 속출 손실 눈덩이 우려

•   KHL: 2021 could see ‘record high’ sales of construction equipment

•   For Construction Pros: Construction Equipment Machine Control Transforms Jobsite Intelligence

•   For Construction Pros: Caterpillar Introduces Five New Soil Compactors to the Market

•   Industrial Vehicle Technology: CNH Industrial acquires stake in clear energy firm Bennamann

•   Industrial Vehicle Technology: Caterpillar launches new 992 Wheel Loader, with 48% greater efficiency than 992K

•   대한경제: 해상풍력 확대에 진심인 정부…허가 ‘봇물’ㆍ전탐팀 구축 등 총력

•   대한경제: 3기 신도시 땅투기에 힘 잃은 ‘대토보상제’

•   MINING.com: Top iron ore producer forecasts 50% fall in price - MINING.COM

•   Verge: Comprehensive report on pandemic response solutions developed by 180 leading experts

•   전자신문: 현대차·기아, 국내서 안 팔리는 車 잇달아 단종…'선택과 집중'

•   ZDNet Korea: 삼성·LG전자, 1분기 실적 전망 '쾌청'

•   디지털데일리: 애플, AS 서비스 강화…사설업체에도 정품 부품 지원

•   Phone Arena: TSMC's rumored actions could lead to higher prices for the 5G Apple iPhone 13 series

•   DIGITIMES: PC DRAM prices to rise 13-18% in 2Q21, says TrendForce

•   DIGITIMES: TSMC to volume produce 4nm chips ahead of schedule

•   Robotics & Automation News: Yaskawa Motoman has sold 500,000 industrial robots

[Opinions]

•   Project Syndicate(Jeffrey D. Sachs): America’s Third Reconstruction

•   Project Syndicate(Harold James): All Apologies for Democracy

•   Project Syndicate(Kenneth Rogoff): The Dollar’s Fragile Hegemony

•   FT(Janan Ganesh): The US cannot be choosy about its allies

•   FT(Martin Sandbu): Time is ripe for EU to start a carbon club

•   FT(Leo Lewis): Japan powers up for the new battle over batteries

•   FT(George Magnus): Profit or principle is the hard choice for foreign companies in China

•   FT(Stephany Griffith-Jones): Europe’s ‘green and just’ transition starts with its recovery fund

•   FT(Nastassia Astrasheuskaya): Russia seizes on Suez blockage to promote merits of Arctic route

•   FT(Kana Inagaki): Chip industry pressures spur Renesas to diversify

•   FT(Lex): Foxconn/electric vehicles: Apple car inspires supplier’s new business model

•   WSJ(Editorial Board): The Wuhan Whitewash

•   WSJ(Editorial Board): Schumer’s New Filibuster Evasion Plan

•   WSJ(Editorial Board): The China-Iran Axis

•   WSJ(Walter Russell Mead): How to Bring Peace to the New Middle East

•   WSJ(Jillian Kay Melchior): Biden’s Border Crisis, Up Close

•   WSJ(Arthur Herman, Nadia Schadlow): A Good Battery Is the Best Defense Against a Military Assault

•   NYT(Paul Krugman): Why Can’t Republicans Be Populists?

•   NYT(Tara Haelle): What Can You Do Once You’re Vaccinated?

•   WP(Paul Waldman, Greg Sargent): GOP gaslighting on infrastructure has begun. Here’s how Democrats must respond.

•   WP(Karen Tumulty): Can House Democrats beat the midterm curse?

•   WP(Katrina vanden Heuvel): Biden is facing a Roosevelt moment

•   WP(Gershom Gorenberg): Benjamin Netanyahu is facing a crisis he may find hard to solve

•   WP(John Pomfret): How China keeps stumbling on the global stage

•   WP(ladimir Kara-Murza): The Kremlin may be slowly killing Alexei Navalny in prison. The world must not let it happen.

•   WP(Manushag N. Powell): With eyes on global shipping, fears of pirates abound — but they are misguided

•   WP(Molly A. Warsh): What’s missing in the conversation about the pandemic gig economy

•   WP(Sergio Peçanha): Why the ship that got stuck in the Suez Canal is like the long journey to a covid shot

•   WP(Molly Roberts): Vaccine passports are the next front in the pandemic culture wars

•   Bloomberg(John Authers): Derivatives Don't Cause Market Crises, People Do

•   Bloomberg(Aaron Brown): Don't Confuse Archegos Collapse With Contagion

•   Bloomberg(Faye Flam): Don’t Believe the Doomsayers. Vaccines Will End The Pandemic.

•   Bloomberg(Michelle Leder): When Will We Know if the SEC Is Serious About Climate Change?

•   Bloomberg(Peter R. Orszag): Huge Container Ships' Biggest Problem Is Emissions

•   Bloomberg(Rachel Sanderson): Obstruction Is Still the Main Republican Strategy

•   Bloomberg(Victoria Coates, Robert Greenway): The Next Suez Threat? A Big Hack

•   CNN(Kent Sepkowitz): Why the first state vaccine pass isn't ready for prime time

•   MarketWatch(Mark Hulbert): Stock investors are being warned that reflation doesn’t always lift the market higher

•   Reuters(Andy Home): Higher Chinese imports herald coming copper scrap surge

•   Reuters(Karen Braun): Is the market on the right track for U.S. corn, soy plantings?

•   매경(김세형): 삼성전자 10년후에도 건재할까

•   한경(전준수): 陸·海·空 통합 물류플랫폼 필요하다