[Markets]
[Indicators]
• OPEC Feb. Oil production: OPEC oil output falls in February on Saudi additional cut - survey
• US Feb. Manufacturing PMI(ISM): China Manufacturing Stumbles as U.S. Takes Off
• US Jan. Construction spending: Construction spending hits record high in January
• Eurozone Feb. Manufacturing PMI(final): Italy and Spain enjoy manufacturing bounceback as demand rises
• Germany Feb. CPI: German Inflation Holds at One-Year High on Energy and Food
• UK Jan. Mortgage approvals: U.K. Mortgage Approvals Ease as End of Tax Relief Approaches
• China Feb. Manufacturing PMI(Caixin): China's factory activity growth slips to nine-month low: Caixin PMI
• 한국 1월 주택 인허가: 1월 서울 주택 인허가 11년래 최소
• 한국 2월 무역수지: 조업일 3일 적어도 지난달 수출 9.5%↑…일수출, 2월중 역대 1위
※ 한경: 수출 급증했지만…변수 많아 '순항' 미지수
• 한국 2월 주택가격 동향(KB): 서울 전셋값 상승폭 3개월째 줄어 1% 아래로
• India Feb. Manufacturing PMI: India's Manufacturing PMI at 57.5 in Feb 2021, against 57.7 in Jan
• India Feb. GST collections: GST collections cross Rs 1 trillion for fifth consecutive month in Feb
• Vietnam Feb. Balance of trade: Việt Nam racks up $1.29 billion in trade surplus in two months
• Vietnam Feb. CPI: CPI in February highest in 8 years
• Turkey Q4 GDP: Turkey's 4Q GDP grows 5.9% on year
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
[News]
• WP: The Daily 202: Biden’s cautious approach on Syria strikes, Saudi Arabia draws Democratic scrutiny
• Bloomberg: Kamala Harris on Stimulus Plan for Cities
• Bloomberg: U.S. Vaccine Supply Is Increasing
• Bloomberg: BOJ Still Ready to Defend Yield Range Before Review
• Reuters: U.S. focused on 'future conduct' of Saudi Arabia after Khashoggi sanctions, spokesman says
• CNBC: Bitcoin is at a tipping point and could become ‘currency of choice’ for global trade, Citi says
• CNBC: Chinese ministry calls for supply chain resiliency, without mentioning chip production targets
• SCMP: Coronavirus: US and China should join forces to find the animal host, top Chinese scientists say
• SCMP: Scepticism over China’s Sinovac jab as Philippines rolls out coronavirus vaccination programme
• SCMP: Boeing 737 MAX: China’s flight ban won’t be lifted until safety concerns ‘properly addressed’
• SCMP: ‘Two sessions’ 2021: five things you need to know about China’s biggest political gatherings
• Global Times: Data shows China's effort on COVID-19 vaccine development
• 매경(P1): [단독] 주식 13조 던진 국민연금, 16조 더 판다
• 매경: 국내주식 비중 5년내 15%까지 줄여야할판
• 매경(P1): 반도체 슈퍼사이클, 더 세게 온다
• 매경(P1): 중국 쇄국에 막힌 네이버 카카오…한국선 바이두 위챗 활개
※ 두산건설·대림건설·대우건설 등으로 구성된 신분당선 주식회사가 정부를 상대로 낸 실시협약 조정신청 소송 상고심에서 원고 일부 승소로 판결한 원심을 확정
• 한경(P1): "양보는 없다" 네이버 vs 카카오…새 IT플랫폼 시장 승자는?
• 한경(P1): 巨與의 '묻지마' 입법 독주…정부 역할이 사라지고 있다
• 한경: 국채 금리 급등에 기재부도 초비상
• 한경: 삼성전자, 커넥티드카 美 스타트업 인수
• 한경: 조선 빅3, 두달 만에 6조 수주
• 한경: 갤S21 '카툭튀' 적은 이유 이거였네
• 한경: '최후의 보루'마저…항공사가 항공기 반납한다
• 서경(P1): 라인·야후 5.3조원 투자, AI 인력 5,000명 뽑는다
• 서경(P1): 4차 재난지원금에 적자국채 10조 발행
• 조선(P1): 4차 지원금? 2·3차 지원금도 아직 못받은 소상공인 38만명
• 조선비즈: 증권사 "2분기에 15% 빠지는 조정장 온다"
• IT조선: [단독] LG 레인보우 출시 무기한 보류
• 중앙(P1): [view] “도쿄올림픽 성공 협력” 한·일관계 개선 메시지
• 머니투데이(P1): [단독]SK·현대차도 수소동맹…최태원·정의선 만난다
• 머니투데이: K수소 어벤져스 떴다..SK-현대차-포스코 '삼각동맹' 탄력
• 머니투데이: "코로나19 이후, 보복소비發 인플레 걱정해야"
• 머니투데이: 與 '이익공유제' 법제화 임박…숨죽인 재계
• 머니투데이: 코로나에 일자리 잃은 노동자들, "10년이 지나도…"
• 머니투데이: 셧다운 손실 수백억인데…삼성 왜 또 美공장 추진하나
• 머니투데이: LG전자 전장사업 키워드 'MZAQ'…미래차 시장 '게임체인저'
• 머니투데이: 롤러코스터 탄 코스피…전문가들 "증시 발작 땐 쉬어가라"
• 파이낸셜뉴스(P1): '脫일본'소부장, 혁신기술에 미래 달렸다
• 파이낸셜뉴스: 컨테이너박스 값 3500달러 넘었다… 수출업계 ‘속앓이’
• 파이낸셜뉴스: “금리 올라도 대세하락 없다”… 변동성 장세는 당분간 지속
• 파이낸셜뉴스: "실리콘 비율 높여라"… 車배터리 ‘음극재’ 경쟁
• 파이낸셜뉴스: 삼성전기, 광학 10배 줌 폴디드 카메라모듈 개발
• 파이낸셜뉴스: 1~2월 해외건설 수주 절반으로 ‘뚝’… 수주 감소 현실화하나
• 디지털타임스(P1): 대범해진 56조 큰손 서학개미, 테슬라·팔란티어 ‘주식쇼핑’
• 디지털타임스(P1): 기업 60% "노사관계 작년보다 불안"
• 이데일리(P1): 정책마다 부작용 부메랑…경제는 시장에, 일자리 창출은 기업에 맡겨라
• 이데일리: “법인·소득세 핀셋증세는 마녀사냥…술·담뱃세부터 올려라”
• 이데일리: "국가채무 증가속도 너무 빨라, 제2 외환위기 우려"
• 이데일리: 금리가 흔든 주식시장…마지막 '바겐 세일'?
• 이데일리: [마켓인]코로나 불황에도 지난해 사모펀드 결성 활발
• 아주경제: 동서발전, 수소경제 활성화 박차…수소연료전지 실증사업 진행
• 아시아투데이: [취재뒷담화]두산인프라코어, 한달새 회사채 시장 또 찾는 배경은
• 에너지경제: 文 정부 탈원전 '용두사미'…임기 말 코너 몰려 빈손 위기
• For Construction Pros: What Workforce Challenges Are Ahead for Key Construction Industry Segments in 2021?
• 대한경제: [창간57주년] K-스마트 건설, 어디까지 왔나
• 대한경제: [창간57주년] 스마트건설도 ‘양극화’ 뚜렷
• 대한경제: 집값 뛰는데 4개월째 0%대 물가…이상한 통계
• OilPrice.com: Why Big Oil Expects Record Cash Flow In 2021
• OilPrice.com: Tesla No Longer Absolute Leader In EV Markets
• OilPrice.com: Trump: Biden’s Policies To Bring ‘Energy Disaster’ To The U.S.
• MINING.com: Vale drills caused Brumadinho dam collapse, police say
• 전자신문(P1): [단독]카카오, 연내 전기차 충전 서비스 진출
• 전자신문: 삼성, 'D램·낸드·파운드리' 전방위 반도체 투자 속도
• 디지털데일리: ‘차세대 배터리’ 전고체전지 다가온다…韓日 각축
• Phone Arena: Apple may release an 8-inch foldable iPhone in 2023
• Robot Report: 10 most popular stories of February 2021
• Robot Report: How AI-controlled robots enable flexible manufacturing
• Economic Times: Recent surge in India's Covid cases major contributor to rising global tally: Soumya Swaminathan, WHO's chief scientist
• Mint: Modi takes first dose of vaccine
• Business Standard: Economy reviving, but renewed surge of Covid-19 infections poses risk: RBI
• Business Standard: Vaccination 2.0 gets off to a slow start in Mumbai due to tech issues
• Business Standard: Auto sales stay in the fast lane in February, but industry cautious
• Hindustan Times: Power sector: 7 more states implement reforms, earn more borrowing capacity | Hindustan Times
• Folha de S.Paulo: Government Still Has US$15 billion to Spend on Pandemic; Spending at The Peak of The Crisis Is Slow
• Moscow Times: Kremlin Rejects Research Showing Falling Incomes
• Jakarta Post: Nickel giant Vale Indonesia’s profits grow despite pandemic
• Jakarta Post: Tax cuts for new cars, houses come into effect
• Viet Nam News: Việt Nam needs more than $128 billion to develop electricity in the next nine years
[Opinions]
• Project Syndicate(Simon Johnson): Realizing the Great Realization
• Project Syndicate(Harold James, Markus Brunnermeier, Jean-Pierre Landau): Who’s Right on Inflation?
• Project Syndicate(Kenneth Rogoff): Are Inflation Fears Justified?
• Project Syndicate(Hannah Wanjie Ryder, Gyude Moore): When Special Drawing Rights Aren’t So Special
• FT(Editorial Board): Sunak abandons the goal of low corporate taxes
• FT(Editorial Board): Poorer countries need more global assistance
• FT(David Allen Green): Establish if vaccination passports will work before tackling ethical issues
• FT(Linda Yueh): Post-Brexit UK should craft itself as a services trading hub
• FT(Patti Waldmeir): Vaccine scepticism cuts across political lines in the US
• FT(Tim Pitt): Broadening welfare in this UK Budget makes good political sense
• WSJ(Gerard Baker): Joe Biden’s Trump-Like Fabrication on Covid
• NYT(Gail Collins, Bret Stephens): Trump 2.0 Looks an Awful Lot Like Trump 2020
• NYT(Yi-Zheng Lian): Why Is China Still Going After Hong Kong So Hard?
• NYT(Daniel McCarthy): Why Trump Holds a Grip on the G.O.P.
• WP(Greg Sargent): Trump’s big CPAC lie unmasks a vile truth. Democrats ignore it at their peril.
• WP(Daniel W. Drezner): The inevitable politicization of herd immunity
• WP(Terrell Jermaine Starr): We need to have a talk about Alexei Navalny
• WP(Leah Litman): A judge says we can’t ban evictions. It’s an attack on all federal power.
• Bloomberg(Bloomberg Opinion): Did J&J Add to Your Vaccine Confusion?
• Bloomberg(Mohamed A. El-Erian): Bond Tumult Complicates Life for the Fed
• Bloomberg(Mervyn King): The Looming Test for Central Bank Independence
• Bloomberg(Justin Fox): How Covid's Toll Compares With Other Things That Kill Us
• Bloomberg(John Authers): Buffett's Lament Is a Reflation Reality Check
• Bloomberg(Jonathan Bernstein): Biden’s Ratings Show Hardening Polarization
• Bloomberg(Robert A. George): Trump’s Not-Quite-Triumphant Return
• CNN(Marc Bayard ): US trade policy has failed Black and Latino workers
• CNN(Scott Jennings): Trump and his CPAC fans lead GOP down a losing path (Opinion)
• CNBC(Michael Farr): Inflation worries are rising, but there may be a happily ever after for markets in sight
• CNBC(Walter Isaacson): Here’s the key decision that paved the way for development of Covid vaccines
• MarketWatch(Peter Morici): Raise the minimum wage to $12 an hour
• MarketWatch(Cullen Roche): Bond investors will have a stormy 2021 and the Fed might consider hiking rates by early 2022. But hyperinflation? Nope
• MarketWatch(Chuck Collins): We should tax billionaires’ wealth to help pay for pandemic recovery
• Fox News(Nicole Saphier): Reaching immunity from coronavirus – here are things to watch as country moves forward
• Fox News(Tom Cotton, Mitt Romney): Raise minimum wage, but not to $15 – our compromise bill protects workers, businesses
• Fox News(Judith Miller): Biden's actions on Syria, Saudi Arabia, signal a new day in the Middle East in 2 major ways
• Reuters(John Kemp): Hedge funds sell oil as bull run stutters
• 매경(이두원): 금리상승 위험에 취약한 한국 경제
• 매경(김재수): 프리드먼은 ESG를 어떻게 볼까
• 서경(사설): 천문학적 자금 투입되는 신재생 리스크 돌아봐야
• 서경(김소영): “커지는 인플레 공포···10년 이내 남유럽식 재정 위기 빠질 수도”
• 중앙(주한규): 탈원전 이어지고 유가 치솟으면 전기요금 인상 불가피
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