Business Intelligence Monitor 210303

(Introduction)

[Markets]

•   Global: Stocks edge down as investors hit pause, watch bond yields

•   한국: 코스피, 1.03% 오른 3,040대 마감…기관·외인 순매수

•   한국: SK하이닉스 뛸 때 삼성전자 횡보… 반도체株 온도차 이유는

•   한국: 삼성 SK 밖에도 많다…D램 품귀 슈퍼사이클 신바람 난 주식들

•   한국: 두산그룹주 다 올라, 오리콤 두산밥캣 2%대 두산퓨얼셀 두산 상승

•   Metals: Industrial metals rebound as copper steadies above $9,000

•   Grains: Corn, soy futures jump on increasing concerns over South American crops

•   DRAM: 반도체 슈퍼사이클 본격화…D램 가격 석달 새 50% 이상 뛰었다

[Indicators]

•   Eurozone Feb. CPI: Euro-Area Inflation Remains Steady as Economy Battles Lockdowns

•   Germany Jan. Exports: Brexit Triggers 30% Slump in German Exports to U.K. in January

•   Germany Jan. Retail sales: German retail sales tumble in January as lockdown bites

•   Germany Feb. Employment: German Unemployment Unexpectedly Rises as Lockdown Persists

•   UK Feb. House prices: UK house prices rebound in February

•   한국 1월 산업활동동향: 1월 산업생산 0.6%↓, 8개월만에 감소…소비는 1.6% 증가

•   한국 2월 자동차 판매: 현대차 2월 판매 6.7%↑… 쌍용차는 60% 뚝

•   한국 2월 제조업PMI: South Korea’s Manufacturing Powers Ahead Even as China Slows

•   한국 2월 주택가격(부동산원): 수도권 집값 月상승률 12년래 최고

•   Japan Q4 Capital Spending: Japan's capex extends declines as firms tighten purse strings

•   Japan Jan. Employment: Japan jobless rate edges down despite COVID emergency

•   1Nikkei Asia:

•   India Feb. Balance of trade: February imports rise 7% at $40.55 bn; trade deficit widens to $12.88 bn

•   Indonesia Feb. CPI: Inflation dips again in February on weak consumer spending

•   Canada Q4 GDP: Canada’s Economy Powers Into 2021 Despite Covid Restrictions

※   Bloomberg: Justin Trudeau’s Debt Binge Shows Limits in Canada’s Sharp GDP Contraction

[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 Expects U.S. to Have Enough Vaccines for All Adults by End of May

•   WSJ: Texas Governor Lifts Mask Mandate, Business Restrictions

•   WSJ: Doses of AstraZeneca’s Covid-19 Vaccine Pile Up in Europe Amid Government Restrictions

•   WSJ: Senate Democrats Iron Out Details on Covid-19 Aid Package

•   WSJ: Biden’s Hurdle: Courts Dubious of Rule by Regulation

•   WSJ: Covid-19 Vaccinations Proceed Slowly Among Older Latino, Black People

•   WSJ: Biden Isn’t Considering Sharing Covid-19 Vaccines With Mexico, White House Says

•   WSJ: Derby’s Take: After Bond-Market Tumult, Some See Need for Stronger Fed Response

•   WSJ: Asia’s Champions of Covid-19 Control Fall Behind on Road to Recovery

•   WSJ: What Is Covax and How Will It Deliver Covid-19 Vaccines to Poorer Countries?

•   WSJ: Investors Look to ECB to Step In After European Yields Rise

•   WSJ: Oil Trade Group Is Poised to Endorse Carbon Pricing

•   WSJ: Big Oil Faces Off Against Clean-Energy Giants

•   WSJ: Houston’s Big Oil Conference Goes Green as Energy Transition Accelerates

•   WSJ: CVS, Walgreens Look for Big Data Reward From Covid-19 Vaccinations

•   WSJ: Target Boosts Growth During Covid-19 Pandemic, at Rivals’ Expense

•   NYT: After Stimulus, Biden to Tackle Another Politically Tricky Issue: Infrastructure

•   NYT: Vaccine Passports, Covid’s Next Political Flash Point

•   NYT: How Green Are Electric Vehicles?

•   NYT: Amazon Workers’ Union Drive Reaches Far Beyond Alabama

•   NYT: Why Do Virus Variants Have Such Weird Names?

•   NYT: Possible Showdown Over Myanmar Ambassador Looms at U.N.

•   WP: U.S. announces sanctions on Russia over poisoning and jailing of opposition leader Navalny

•   FT: Weak jobs and retail data point to double-dip eurozone recession

•   FT: WHO investigators deeply sceptical of China’s Covid origin theory

•   FT: Global carbon emissions rebound to pre-lockdown levels

•   FT: EU set to extend suspension of budget rules

•   FT: Europe’s largest chipmaker tells car companies to overhaul supply chain

•   FT: Erdogan pledges human rights reforms

•   FT: Germany loses Covid crown as vaccine campaign falters

•   FT: Redemption shot: von der Leyen begins fightback on EU vaccine rollout

•   FT: Sunak to use full ‘fiscal firepower’ to help companies and workers

•   FT: National Grid to appeal against Ofgem price control ruling

•   FT: The US’s blockbuster manufacturing PMI points to supply chain issues

•   FT: North American groups seek to break China’s grip on rare earths supply

•   FT: Chinese electric carmaker Nio warns of hit from global chip shortage

•   FT: Gensler pledges market structure review after GameStop turmoil

•   FT: Democrats call for tougher capital requirements for US banks

•   FT: German regulator steps in as Greensill warns of threat to 50,000 jobs

•   FT: Greensill and supply-chain finance: how a contentious funding tool works

•   FT: Jack Ma’s Ant defies pressure from Beijing to share more customer data

•   FT: China’s trade hand remains strong post-Trump

•   FT: UK Budget: the long road to levelling up

•   FT: Can the lumbering US housing department become a force for change?

•   Bloomberg: China ‘Worried’ About Bubbles in Property, Foreign Markets

•   Bloomberg: China’s Focus on Bubble Risks Is a Warning Sign for Stock Market

•   Bloomberg: Biden Urges Democrats to Unite Behind $1.9 Trillion Bill

•   Bloomberg: OPEC+ Is Set to Cool Down Oil Market With Extra Production

•   Bloomberg: Brainard Says Recent Bond Market Moves Have ‘Caught’ Her Eye

•   Bloomberg: U.S. Imports at Full Speed Show Uneven Global Recovery Pace

•   Bloomberg: Biden’s Relief Bill Poses First Major Test for Schumer as Senate Leader

•   Bloomberg: Pete Buttigieg Embraces a ‘Fix It First’ Approach

•   Bloomberg: ECB Slows Bond-Buying Despite Strong Warnings on Yields

•   Bloomberg: Italy Likely to Seek Extra Stimulus as Virus Outlook Worsens

•   Bloomberg: China Revs Up Grand Chip Ambitions to Counter U.S. Blacklistings

•   Bloomberg: A Guide to China’s Biggest Political Meeting of 2021

•   Bloomberg: CIBC Chief Sees Canadian Economy on Cusp of Consumer-Led Rebound

•   Bloomberg: Brazil Economic Team Enlists Investor Help as Rate Bets Soar

•   Bloomberg: Bolsonaro Seeks Higher Bank Levy to Pay for Fuel Tax Break

•   Bloomberg: India Set for Record Oil Demand on Recovery From Covid Washout

•   Bloomberg: Wall Street Bullishness Is Becoming a Contrarian Sell Signal

•   Bloomberg: Treasury Yields Face Curbs From Fistful of Money-Market Dollars

•   Bloomberg: Fed Dials Up Pressure on Wall Street to Ditch Discredited Libor

•   Bloomberg: U.S. Bankruptcy Tracker: Brazos Bust Spotlights Texas Menace

•   Bloomberg: Chip Machinery Makers Emerge as Big Winners in Supply Crunch

•   Bloomberg: Copper to Stay Tight on Long Path to New Supply, Top Miner Says

•   Bloomberg: China Power Giant Wants to Get Ahead on Xi’s Emissions Goals

•   Bloomberg: Hydrogen Is ‘Jump Ball’ in Global Clean-Energy Race, Kerry Says

•   Bloomberg: Extreme Weather Puts $84 Billion of Indian Bank Debt at Risk

•   Reuters: Draft agreement confirms Germany plans to extend coronavirus lockdown

•   Reuters: UK to receive 10 million AstraZeneca COVID-19 vaccine doses from India's Serum Institute

•   Reuters: EU executive says joint vaccine strategy not unravelling

•   Reuters: Contagious Brazil COVID-19 variant evades immunity, scientists warn

•   Reuters: Woman dies from brain haemorrhage in Japan days after vaccine, but link uncertain

•   Reuters: Brazil's economy may have shrunk by less than 4% last year: Guedes

•   Reuters: U.S. climate czar urges oil industry to hasten transition to renewables

•   Reuters: Saudi Aramco, BP discuss role of electrification, hydrogen in energy transition

•   Reuters: We need a carbon price, can manage it regionally: Repsol deputy CEO

•   Reuters: Exclusive: India woos Tesla with offer of cheaper production costs than China

•   Reuters: Chile's Codelco copper output jumps in January, Escondida dips

•   Reuters: China, U.S. should lift COVID-19 travel bans if herd immunity reached, Chinese epidemiologist says

•   Reuters: Robotics division of Uber's Postmates spins out into new company

•   Reuters: Analysis: U.S. bond derivatives signal calm, but economic fundamentals could spur more sell-offs

•   Reuters: Analysis: Fixed-income markets wary of Fed decision on bank capital relief

•   CNN: Volkswagen and GM take on Tesla with new compact electric SUVs

•   CNN: John Kerry's warning to Big Oil: Embrace change or be on the wrong side of this battle

•   CNBC: Biden administration releases report on trade agenda, China challenge

※   USTR: Biden Administration Releases 2021 President’s Trade Agenda and 2020 Annual Report

•   CNBC: How Covid-19 caused a global shortage of semiconductors, computer chips

•   CNBC: Smead: Most investors 'just aren’t prepared' for surging bond yields

•   CNBC: 10% GDP growth? The U.S. economy is on fire, and is about to get stoked even more

•   CNBC: Tax hikes, furlough extensions and a hawkish tone: Analysts’ predictions for the UK budget

•   CNBC: Oil: OPEC's Saudi Arabia and Russia are at loggerheads once again

•   CNBC: Eric Schmidt's National Security Commission on AI issues China warning

•   CNBC: Volvo says it will be ‘fully electric’ by 2030 and move car sales online

•   CNBC: Russia’s Sputnik vaccine is luring Eastern Europe, worrying the EU

•   CNBC: Covid relief bill doesn't extend eviction ban set to expire this month

•   CNBC: Coronavirus UK: Charts show how Pfizer's vaccine is working

•   MarketWatch: Why the stock market’s big rotation can continue even if bond yields stop rising

•   MarketWatch: Goldman Sachs says it’s the beginning of a structural bull market in commodities

•   Fox Business: Elizabeth Warren's wealth tax the 'stupidest idea ever': Economist Kevin Hassett

•   SCMP: China’s ‘two sessions’: Beijing set to signal post-Covid economic confidence

•   SCMP: Coronavirus could cost China US$417 billion in 2021, researchers say

•   SCMP: China warns ‘side effects’ of US economic stimulus risk causing sharp market correction

•   SCMP: US has no need to change its ‘strategic ambiguity’ about Taiwan, says ex-national security adviser H.R. McMaster

•   SCMP: China-Russia ties: ‘no plans for military alliance’ to take on US

•   Nikkei Asia: COVID variants spreading fast in Japan, Kobe study finds

•   Nikkei Asia: Tokyo governor to seek extension for COVID state of emergency

•   Nikkei Asia: Japan lags as economies worldwide shift to renewable power

•   Nikkei Asia: Surge in Chinese incursions leaves Japan scrambling on Senkakus

•   매경(P1): SK, 5년간 18조원 투입해 세계최대 수소공장 짓는다

※   산업부: 2030년까지 수소경제 기업투자 43조원! 정 총리, 탄소중립을 위해 ‘태양, 바람, 수소’ 시대로 대전환 필요

•   매경: 현대차 SK 포스코 의기투합…수소 일자리 21만개 만든다

•   매경: 정의선 회장 "탄소중립시대엔 수소가 에너지화폐 역할할 것"

•   매경(P1): 매장 4개 1000만원…'부자 자영업'에 4차 지원금 더 준다

※   기재부: 2021년도 추가경정예산안

•   매경: 자영업 100만원 vs 기업형 룸살롱 1000만원…4차지원금 논란

•   매경: 추경 15조중 19조는 빚내서 마련…홍남기 또 페북에 걱정

•   매경: 노점상·일용직 근로자도 50만원씩 지원

•   매경: 배달 알바가 낫겠네…세금 2조 투입해 만드는 일자리 보니

•   매경: 대출받은 사람이 만기연장때 상환방법·기간 결정

•   매경: 선거앞 추경, 또 졸속심사 불보듯

•   매경: 산 이어 이번엔…"댐 수면 10% 태양광으로"

•   매경: 금리 1.75% 넘는 은행예금 '전멸'

•   매경: LG이노텍 "車에서도 끊김없이 영화 보세요"

•   매경: 정제마진 1년만에 3달러 넘어…정유업계 가뭄의 '단비' 될까

•   한경(P1): "LH직원, 100억대 신도시 땅투기"…참여연대·민변 의혹 제기

•   한경(P1): 대법 "저성과자 해고, 평가 공정했다면 적법"

•   한경(P1): 당일 배송' 띄우는 네이버 vs '카톡 쇼핑' 키우는 카카오

•   한경: 백신 예산 충분하다더니…2.7조원 배정

•   한경: '묻지마 만기연장'…한계기업 구조조정 물 건너가

•   한경: 與, 3월국회 열자마자 또 '입법 독주' 예고

•   한경: IAEA "北, 핵시설 여전히 가동 정황"

•   한경: 선거 앞두고 '종부세 이연' 꺼낸 與

•   한경: "2050년까지 100% 전기·수소차로 대전환"

※   환경부: 2050년 탄소중립 실현을 위한 2021년 환경부 탄소중립 이행계획 발표

•   한경: "중대재해법 등 건설업 규제 총력 대응"

•   한경: 폴리텍大 로봇캠퍼스 영천서 개교

•   한경: 시장조성자 면세 축소 '후폭풍'…증권사 "밑지는 장사 손 떼겠다"

•   한경: 3억 빌리면 月 99만원…40년 갚는 '초장기 주택대출' 나온다

•   한경: [단독] '성과급 논란' SK하이닉스, 이번엔 인사평가 소송

•   서경(P1): 빚내 지원하더니···'증세 청구서' 내미는 與

•   서경: 여당서 "부유·연대稅 검토하라"···선거후 증세 급물살 탈 듯

•   서경: 인플레 공포 커지는데···'현금지원 쓰나미'에 재정 방파제 무너진다

•   서경: 9.9조 적자국채 후폭풍···경기부진으로 이어지나

•   서경: 韓 R&D 투자, 中 뛸 때 '뒷걸음'···이대론 초격차 전략 무용지물

•   서경: 삼성·SK, D램·낸드·파운드리 전방위 투자 속도

•   서경: 100년 모아도···소득 하위 20%, 서울 고가주택 못산다

•   서경: 3기 신도시 등 토지보상금 올해만 9.1조···집값 불쏘시개 되나

•   서경: [단독] 신속항원검사 양성자 3명 중 1명은 '허위'

•   조선: 음식·숙박 자영업 최악의 겨울, 카드결제액 5년만에 최저

•   조선: 탈원전으로 원전 공급업체 매출 1조5700억 감소

•   조선비즈: 전기먹는 하마'된 비트코인...'채굴 전력' 아르헨티나 사용량과 비슷

•   조선비즈: 5G·전장 올라탄 삼성전기·LG이노텍…역대급 실적에 ‘전자’ 후광 벗는다

•   IT조선: [단독] 블록체인 기반 코로나 접종증명, 사업자 선정 임박

•   중앙: 1·2월 출생아 또 사상 최저…"코로나 쇼크, 2세 생각도 못해"

•   중앙: 현대차 노조, 아이오닉5 생산 발목잡나

•   중앙: [단독]쿠팡, 뉴욕증시 3월 11일 상장 유력…공모가 30달러선

•   중앙: [단독]중수본 카드매출자료 보니…식당 9~11시 매상 3분의1로

•   동아: 서울 한강이남 11개구 아파트, 전세 중위가격 7억 처음 넘어

•   국민: 전기차보다 충전시간·출력 탁월… ‘미래 몸값’ 불리는 수소차

•   국민: 日 앞서고 韓·유럽·호주 추격전… 전 세계 소리없는 수소전쟁

•   국민: 정부, 태양광·풍력 이어 수소발전소까지 키우는 이유? 무엇보다 안정성

•   한겨레: [단독] 작년 국고채 45조 더 발행했지만 이자비용은 2.6조 감소

•   경향(P1): ‘방역 사각’ 동두천 외국인 노동자 80여명 코로나19 확진

•   경향: 중국 배터리에 선두자리 내준 K배터리

•   경향: 국제 곡물가격 ‘고공행진’…국내 물가 영향

•   머니투데이: 한달 더? 삼성 美반도체 '셧다운 책임'은…"손실 수천억대"

•   헤럴드경제(P1): 현대차그룹 ‘해외 수소생산기지’ 첫발

•   헤럴드경제(P1): 文 “백신 안전성 책임진다”

•   헤럴드경제: “대기시간만 2시간…” 코로나도 무색한 ‘애플팬’ 행렬

•   아시아경제(P1): SK이노 "3조원 더 투자"…바이든에 '배터리 SOS'

•   아시아경제: SK이노, 분쟁 뒤집기 '바이든 묘수' 통할까

•   아시아경제: 젊어지는 재계…30대 그룹 총수 30%가 40·50대

•   아시아경제: 리모델링 봄바람 기대감…건설사들 수주 각축전 예고

•   아시아경제: '비수기' 1월 세계 반도체 매출 400억弗 첫 돌파…장기 호황 신호탄?

•   디지털타임스(P1): "미래가치에 투자" 메가트렌드 ESG경영

•   디지털타임스: [ESG경영] 기업·은행·국가 신용평가 잣대… "거래대상까지 ESG 요구"

•   디지털타임스: [ESG경영] 주주가치 VS 환경문제… 자본주의 갑론을박

•   디지털타임스: [ESG경영] 국제 표준 규제 마련 움직임… 이제 생존과 직결

•   디지털타임스: [ESG경영] "ESG, 선택아닌 국가생존 필수조건… `BBC`를 보면 알수있다"

•   디지털타임스: [ESG경영]"화력발전 사업참여 안한다"… KB, 금융그룹 첫 `탈석탄` 선언

•   디지털타임스: [ESG경영]물·에너지 저감·신재생까지… 속도내는 지속가능 경영전략

•   디지털타임스: [ESG경영]"ESG는 시대 흐름… 지배구조 개선 없이 안착 어려워"

•   디지털타임스: 친환경·신재생에너지 전환 열풍… 커가는 ESG 채권 활용 관건

•   이데일리(P1): 플랫폼의 힘…이커머스 전쟁 승부 갈랐다

•   이데일리(P1): [만났습니다]①진대제 "4차 산업혁명 시대, 산업부총리 필요하다"

•   이데일리: [만났습니다]②진대제 "車반도체 시장 작아…삼성, M&A 나서지 않을 것"

•   이데일리: 윤석헌 "글로벌 금리상승, 자산가격 조정 가능성 대비해야"

•   이데일리: [인터뷰] "백신 7회분 쥐어짜기 논란 불필요...백신 확보가 중요"

•   이데일리: 집값 상승세 줄었지만…“이달 말쯤 매수세 다시 붙는다”

•   이데일리: “‘투기와의 전쟁’ 결국 실패…2·4대책 연착륙 필요”

•   연합: 나흘만에 다시 400명대…사업장 등 외국인 집단감염 속출 '불안'

•   뉴스1: '월성원전 자료 삭제' 산업부 공무원 3명 재판 1주 앞으로

•   이투데이: 현대모비스 "수소연료전지 공장 추가 증설 여부 검토 중"

•   아주경제: [해상풍력 열풍] 유례없는 해상풍력 인기...과거 풍력발전 실패 극복할까

•   아주경제: [해상풍력 열풍] 부활 날갯짓하는 두산중공업...실적쌓기 속도낼 듯

•   아주경제: 산업계 "탄소중립 위해 정부가 선제적으로 나서달라" 한목소리

•   더구루: [단독] LG전자, 난징공장 '3640억' 추가 투자…中 전장부품시장 정조준

•   더구루: 두산, 수소 드론에 낙하산 장착…인명피해 방지 효과

•   글로벌이코노믹: 두산밥캣, EMEA법인 포터블 파워 사업부 대표로 잔 모라벡 임명

•   노컷뉴스: [인터뷰]두산 박용만 "총리 하마평? 자격도, 생각도 없다"

•   매일신문: "신한울 3·4호기 즉각 재개" 청와대 간 울진군민들

•   Power Engineering: LNG global demand doubling to 700M tons by 2040, Shell Energy report forecasts

•   FuelCellsWorks: Is Hydrogen Fuel the Future of Transportation in Germany?

•   에너지경제: [이슈] 인프라 공공성 강화 요구 높아지는 LNG 시장

•   에너지경제: ESS 고정가격계약 제외...불공정 논란에 공정위 제소 불사

•   대한경제: 한전, 올해 2427건 발주한다…3조9000억원 규모

•   OilPrice.com: 3 Ways To Play The Next Commodity Supercycle

•   전자신문(P1): 현대차, 이달 '3000만원' 중저가 전기로 中 시장 노린다

•   전자신문: 태양광 REC 4만원대 회복…발전사업자 수익성 개선 전망

•   Phone Arena: Are portless phones the future?

•   Phone Arena: Apple's huge TSMC gamble could give it a head start over rivals

•   Phone Arena: Apple's iPhone 12 Pro duo and 5G handsets in general will help the market thrive in Q1

•   Phone Arena: Samsung could release three Exynos chips this year

•   Robotics & Automation News: Changing Material Handling Industry Accelerates AGV Robotics

•   Robotics & Automation News: How a top automotive manufacturer went ‘fork free’ to boost productivity and safety

•   Robotics Business Review: Intelligent Robots in the Workplace – Present and Future Outlook

•   Robotics Tomorrow: How a top automotive manufacturer went ‘fork free’ to boost productivity and safety

•   로봇신문: 유진로봇, 자율주행 솔루션 글로벌 기업으로 도약한다

•   Mint: India's trade restrictive policies inhibiting bilateral trade ties: USTR

•   Folha de S.Paulo: 'I Didn't Make any Mistakes', Says Bolsonaro while Insisting on Early Treatment and Criticizing Isolation

•   Folha de S.Paulo: State Health Secretaries Say Country Is Experiencing 'Worst Moment' in Covid and Demand Curfew from 8 pm to 6 am

•   Folha de S.Paulo: 3 More States Adopt Restrictions against Covid-19

•   Moscow Times: Has Russia Beaten Boom and Bust?

•   Moscow Times: As Oil Prices Rally, Familiar Russia-Saudi Tensions Set to Rise

•   Jakarta Post: [ANALYSIS] SWF: Challenges and impacts on infrastructure financing

[Opinions]

•   Project Syndicate(Nouriel Roubini): The COVID Bubble

•   Project Syndicate(Rachel Kyte, Ana Toni, Bernice Lee): Greening the “Special Relationship”

•   Project Syndicate(Cynthia Miller-Idriss, Elmira Bayrasli): The Growing Threat of Far-Right Extremism

•   Project Syndicate(Howard Davies): Central Banks’ Green Goals Are Raising Red Flags

•   Project Syndicate(Yanis Varoufakis): The Goldilocks Stimulus Myth

•   Project Syndicate(Joseph S. Nye, Jr.): What Could Cause a US-China War?

•   Project Syndicate(Ngaire Woods): The Green Shoots of COVID Solidarity

•   FT(Editorial Board): Building trust in AI systems is essential

•   FT(Editorial Board): A tougher global response is needed to the Myanmar coup

•   FT(Martin Wolf): What central banks ought to target

•   FT(Janan Ganesh): Joe Biden’s popular stimulus reveals a changed America

•   FT(Ben Hall): Mario Draghi and Emmanuel Macron — the EU’s new power couple?

•   FT(John Redwood): Shares can weather bond turmoil

•   FT(Ethan Klingsberg): End of ‘liquidity premium’ to unleash shareholder activism

•   FT(Claire Jones): The era of central bank convergence is over

•   WSJ(Editorial Board): Biden’s Mideast Concessions Backfire

•   WSJ(Editorial Board): The Grievances of Trump Past

•   WSJ(Walter Russell Mead): Biden’s Iran Problem

•   WSJ(William A. Galston): Stepping Up the Tech Fight Against China

•   WSJ(Phil Gramm, Pat Toomey): Trump’s Protectionist Failure

•   WSJ(Rahm Emanuel): Democrats Need an 11th Commandment

•   NYT(Paul Krugman): Too Much Choice Is Hurting America

•   NYT(Jamelle Bouie): Biden Is Saying Things Amazon Doesn’t Want to Hear

•   WP(Catherine Rampell): The Senate parliamentarian’s ruling on the minimum wage did Democrats a favor

•   WP(Greg Sargent): Biden’s next big move could deliver a crippling blow to Trumpism

•   WP(Akram Keram): China’s push for digital yuan should make the world nervous

•   WP(Norman Ornstein): Democrats can’t kill the filibuster. But they can gut it.

•   Bloomberg(Brian Chappatta): Bond Tantrum Has Big Silver Lining for Pensions

•   Bloomberg(John Authers): The Money Gusher Says There's No Stocks Bubble Yet

•   Bloomberg(Liam Denning): Carbon Emissions Made a Rapid Recovery From Covid

•   Bloomberg(Nir Kaissar): Bitcoin Tips Scales in Favor of a U.S. ETF

•   Bloomberg(Andreas Kluth): Berlin’s Rent Controls Are Proving to Be a Disaster

•   Bloomberg(Lionel Laurent): Vaccine Comparison Shopping Lets Covid Win

•   Bloomberg(Meghan L. O'Sullivan): Saudi Arabia and the U.S. Still Need Each Other

•   Bloomberg(Peter R. Orszag): Congress’s Infrastructure Plan Must Put Climate First

•   MarketWatch(Mark Hulbert): Even a modified ‘Buffett Indicator’ is more bearish than ever

•   MarketWatch(Patrick Watson): Texas’ deep freeze sent me back to a time when there was no electricity or running water

•   MarketWatch(Rebecca Christie): Central banks don’t have to pick winners and losers to fight climate change

•   Fox News(Brian Kemp): COVID relief – Pelosi-Schumer plan favors Democrat states. Here's how we fight back

•   Fox News(Chuck DeVore): Texas' blackouts – here's the truth about why they happened and what we have to do next

•   Reuters(John Kemp): Global manufacturing surge accelerates goods inflation

•   Reuters(Mark Miller): What would a $15 minimum wage in U.S. mean in retirement? Plenty

•   매경(지만수): 사장님의 ESG, 실무자의 ESG

•   한경(사설): 현대차·SK '수소동맹', 초격차 벌릴 융복합 협업 되길

•   파이낸셜뉴스(신민영): ESG 확산은 이해관계자 자본주의로의 전환?

•   이데일리(사설): 현실화 된 '수소 동맹', 기대 큰 만큼 정부 할 일 많다