Business Intelligence Monitor 210305

(Introduction)

[Markets]

•   Global: Wall Street slumps on Fed remarks, bond scare

•   Japan: Flash rally in Bank of Japan shares leaves brokers perplexed

•   한국: 美 국채금리 급등에 코스피 1.28% 하락…개인 2.2조 순매수

•   한국: 국민연금 45일째 매도… 개미들 “내가 낸 돈이 독화살 됐다”

•   한국: 두산그룹주 맥 못 춰, 두산퓨얼셀 두산중공업 두산인프라코어 하락

•   Metals: Nickel collapse triggers slide across industrial metals

•   Grains: Soybeans jump as inclement South American weather stokes supply woes

[Indicators]

•   US Jan. Factory orders: U.S. factory orders surge, but business spending on equipment slowing

•   US Weekly Jobless claims: U.S. Jobless Claims Hold Nearly Steady

•   US Weekly Mortgage rates: 30-Year Mortgage Rate Tops 3% for First Time Since July

•   Eurozone Jan. Retail sales: Euro zone retail spending down sharply on depressed winter sales

•   UK Feb. Construction PMI: UK construction industry rebounds in February: PMI

•   한국 4분기 국민소득(잠정): 작년 1인당 국민소득 3만1천755달러…2년째 감소

※   한국은행: 2020년 4/4분기 및 연간 국민소득(잠정)

※   매경: 한국 마이너스 성장에도 '이탈리아 국민소득 추월' 자랑만

※   매경: 꺼져가는 韓 성장엔진…1인당 국민소득 4만弗 2028년에나 가능

•   한국 2월 CPI: 소비자물가 1.1%↑, 1년 만에 최고…농축수산물 10년만에 최고↑

※   머니투데이: 백신 풀고, 유가 뛰고…코로나 이어 인플레의 공포

•   한국 주간 아파트 가격(부동산원): 마포 아파트 5000만원 '뚝'…서울 전셋값 하락세 올까

•   India Feb. Employment: India’s unemployment rate recovers to pre-Covid level of 6.9% in February: CMIE

•   Indonesia Feb. Manufacturing PMI: Indonesia's factory activity slows 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: Senate Advances Democrats’ Covid-19 Aid Bill

•   WSJ: Biden, Buttigieg Push Infrastructure Plan

•   WSJ: Democrats Seek Temporary Expansion of Child Tax Credit, but Making It Permanent Is Real Goal

•   WSJ: Democrats’ Ambitions Run Headlong Into Senate Filibuster

•   WSJ: Powell Confirms Fed to Maintain Easy-Money Policies Until Economy Recovers

•   WSJ: OPEC, Russia-Led Coalition to Maintain Most Oil Production Cuts in April

•   WSJ: OPEC’s Fragile Recovery

•   WSJ: U.S. National Debt Is Likely to Reach a Record 202% of GDP by 2051, CBO Projects

※   CBO: The 2021 Long-Term Budget Outlook

•   WSJ: Biden Called Off Strike on a Second Military Target in Syria Last Week

•   WSJ: WHO Investigators to Scrap Plans for Interim Report on Probe of Covid-19 Origins

•   WSJ: Novartis to Help Make CureVac Covid-19 Vaccine

•   WSJ: PPP Covid-19 Relief Initiative Is Adjusted to Attract the Smallest Businesses

•   WSJ: How Much Does the Federal Minimum Wage Buy You? Now vs. Then.

•   WSJ: Iran’s Nuclear Program: How Close Is Tehran to Developing Nuclear Weapons?

•   WSJ: Dollar Strength Confounds Investors and Sparks Some Worries

•   WSJ: Winter Storm Eased Natural-Gas Glut

•   WSJ: GM Looking to Build Second Battery Factory in U.S.

※   General Motors, in a joint venture with LG Chem

•   WSJ: Chip Shortage Strains Heavy-Duty Truck Makers

•   WSJ: Texas Power Regulator Urged to Halt Collections as Crisis Fallout Spreads

•   WSJ: Wind Power Was Thriving in Texas. Then Came the Freeze.

•   WSJ: Texas Overcharged $16 Billion for Power During Freeze, Monitor Says

•   NYT: One and Done: Why People Are Eager for Johnson & Johnson’s Vaccine

•   NYT: Republicans Won Blue-Collar Votes. They’re Not Offering Much in Return.

•   NYT: Investors Are Focused on Treasurys. Here’s What the Fed Could Do.

•   NYT: Biden Secretly Limits Counterterrorism Drone Strikes Away From War Zones

•   WP: Coronavirus testing is down because people want vaccines, don’t want to isolate

•   WP: Financial panic

•   FT: US suspends tariffs on UK exports in Airbus-Boeing trade dispute

•   FT: Italy blocks shipment of Oxford/AstraZeneca vaccine to Australia

•   FT: Germany approves AstraZeneca jab for over-65s

•   FT: EU set to accuse Apple of distorting competition in music streaming

•   FT: Zingaretti quits as chief of Italy’s Democratic party over infighting

•   FT: Brussels to launch legal action against UK ‘soon’ over N Ireland

•   FT: Rishi Sunak defends increase in UK corporation tax

•   FT: Sunak will be forced to raise UK taxes again, economists warn

•   FT: Investors lambast Sunak’s plans to raise corporation tax

•   FT: UK scraps EU cap on Covid grants for struggling businesses

•   FT: Property boss says stimulus has made UK market ‘too big to fail’

•   FT: Sturgeon set to survive any confidence vote after Greens signal support

•   FT: Northern Ireland protocol risks being tested to destruction

•   FT: Pension funds should not dump fossil fuel shares, says UK minister

•   FT: US policymakers lose faith in official unemployment rate

•   FT: Myanmar violence escalates calls for diplomatic intervention

•   FT: Poverty surge sets Latin America back over a decade, says UN

•   FT: Hedge funds cash in on the ‘great reflation trade’

•   FT: Tesla to become adviser on nickel project in bid to secure key metal

•   FT: US vs China: Biden bets on alliances to push back against Beijing

•   FT: Petrobras row highlights Brazil’s dependence on truckers

•   FT: China’s leaders focus on post-Covid economy at annual meeting

•   FT: Negotiate, adjudicate, rejuvenate: the challenge for the WTO

•   Bloomberg: Americans Want to Stay Tough on China. Some Doubt Biden Will

•   Bloomberg: Biden Commerce Chief Says Steel, Aluminum Tariffs ‘Effective’

•   Bloomberg: China Moves to Curb Hong Kong Opposition’s Role in Elections

•   Bloomberg: China’s GDP Target, Tech Ambitions in Focus in Key Policy Plans

•   Bloomberg: U.S., U.K. Weigh More Russia Sanctions, Possibly Targeting Debt

•   Bloomberg: China Oil Demand Growth Accelerates Amid Swift Factory Rebound

•   Bloomberg: Here’s the Economic Reality Behind the Rhetoric on U.S. Aid Bill

•   Bloomberg: Longest Surge in Food Prices Since ‘08 Hits Poorest Nations Most

•   Bloomberg: ECB’s Knot Says Rising Yields Reflect Optimism About Outlook

•   Bloomberg: Supply Chains Latest: China Set to Lay Out Industrial Plans

•   Bloomberg: Philippine Central Bank Sees No Need to Act Yet on Inflation

•   Bloomberg: The Vaccine Revolution Is Coming Inside Tiny Bubbles of Fat

•   Bloomberg: Baidu Said to Win Hong Kong Bourse Approval for Second Listing

•   Bloomberg: Decade After Fukushima Disaster, Greenpeace Sees Cleanup Failure

•   Bloomberg: A 20-Year-Old Climate Mystery Has Finally Been Explained

•   Bloomberg: EV Battery-Maker’s Misconduct Deemed ‘Extraordinary’ in U.S. Row

•   Bloomberg: Goldman Follows Rivals in Setting Net-Zero Emissions Targets

•   Bloomberg: Vilsack Says ‘No Time to Waste’ on Farm Climate Initiatives

•   Bloomberg: Advanced Electrolyzers Will Get World’s Largest Factory in Green Boost

•   Reuters: Exclusive: New Biden economic hires point toward infrastructure, manufacturing emphasis

•   Reuters: Exclusive: Amid shortage U.S. suppliers to Chinese chip giant SMIC struggle to get export licenses

•   Reuters: Global semiconductor shortage spurs run on vintage chipmaking tools

•   Reuters: U.S. adds Myanmar ministries, military businesses to trade blacklist

•   Reuters: Pfizer/BioNTech, Astrazeneca COVID-19 vaccine data encouraging: WHO

•   Reuters: English COVID-19 prevalence dropping at slower rate, study finds

•   Reuters: Exclusive: U.S. blocked Myanmar junta attempt to empty $1 billion New York Fed account - sources

•   Reuters: Carbon pricing needs to increase sharply to limit global warming -WoodMac

•   Reuters: Offshore wind industry at growth 'inflection point,' BP's zero carbon energy exec says

•   Reuters: Clean Energy, Total sign JV for renewable natural gas production

•   Reuters: U.S. trade body says probing alleged semiconductor patent violations by Ericcson

•   CNN: Corporate America's earnings recession is over

•   CNBC: Here’s why inflation is kryptonite for bonds as Powell’s comments rock markets

•   CNBC: European Union begins review of Russia’s Sputnik Covid vaccine

•   CNBC: US oil production won't return to pre-pandemic levels: Occidental CEO

•   CNBC: Taiwan: China's ban on pineapples not in line with global trade rules

•   CNBC: Murban futures aim to consolidate UAE position as global oil power

•   CNBC: Facebook trains A.I. to ‘see’ using 1 billion public Instagram photos

•   MarketWatch: Stock market crash? No, but rising bond yields are sparking a nerve-racking rotation below the surface

•   MarketWatch: U.S. retail sales increased 4.6% in February, per Mastercard data

•   Fox News: Texas Lt. Gov slams Biden's ‘Neanderthal thinking’ comment on lifting COVID restrictions

•   SCMP: Beijing says disagreements are ‘normal’ and US and China can coexist as global powers

•   SCMP: US-China relations: Biden containment plan requires Beijing respond with ‘grand strategy’

•   SCMP: Covid-19: China will have enough vaccine doses – convincing the public is the issue, experts say

•   SCMP: China’s ‘two sessions’: wealth inequality poses threat to Beijing’s post-pandemic economic plan

•   SCMP: China’s strict capital controls may be eased to allow investment abroad as bubble risks grow

•   SCMP: China ‘two sessions’: what you need to know about the government’s 2021 work report and why it’s important

•   SCMP: China’s small businesses need ‘supportive policies’ to survive after closures tripled last year amid coronavirus

•   SCMP: US-China relations: Biden containment plan requires Beijing respond with ‘grand strategy’

•   SCMP: China’s 6 million ‘black lung’ workers living on just US$61 a month, with most struggling to survive

•   Global Times: Output of Sinopharm COVID-19 vaccines to top 1 bln doses in 2021

•   Nikkei Asia: Japan to extend Tokyo area state of emergency until March 21

•   Nikkei Asia: Quad should work with ASEAN, Europe, Middle East and Africa: Motegi

•   Nikkei Asia: US and Japan plan inaugural '2-plus-2' of Biden era in March

•   Nikkei Asia: Kubota aims to cut tractor and excavator emissions 30% by 2030

•   Nikkei Asia: Honda launches world's first level 3 self-driving car

•   Nikkei Asia: Suga faces widening ethics scandal at communications ministry

•   Nikkei Asia: How Japan's builders absorbed the lessons of the 2011 earthquake

•   Nikkei Asia: Lightning-quick ultracapacitors draw Marubeni in Asian supply deal

•   Nikkei Asia: What to know about China's strategy for a new growth pattern

•   Mainichi: Japan's Feb. consumer confidence jumps despite virus emergency

•   매경(P1): "땅은 이렇게 사세요"…LH 직원, 경매 1타 강사 '불법 투잡'

•   매경: "땅문서 넘기고 LH 믿으라?"…'무소불위 권한' 변창흠표 공공주택

•   매경: 100억 땅투기 LH, 자체 청렴지수는 매년 올랐다

•   매경: 변창흠 과실, 감사원 빼고 국토부 셀프조사

•   매경: 성난 민심에 화들짝…與 'LH 뒷북대책' 쏟아냈다

•   매경: 현금 지원 남발 연 100조 재정적자 시대…국가 신용등급 경고등

•   매경: "대통령님 수출회복 어느나라 얘기인가요"…제조업 중기의 절규

•   매경: 세금 알바' 늘렸지만…公기관마저 청년채용 후퇴

•   매경: "폭탄세일로 버텼는데 재난지원금 안준다니"

•   매경: 코로나가 삼킨 韓생산력…85% 수준 회복에 그쳐

•   매경: 公기관 ESG 공시 강화…온실가스 실적도 공개

•   매경: 내우외환 삼성, 글로벌 특허 괴물 무차별 소송

•   매경: 이동근 경총 부회장 첫 일정…한국노총 찾아가 머리맞댔다

•   매경: '카톡'이 삼성 세탁기 건조기 로봇청소기도 돌린다

•   매경: SK E&S '그린론' 3천억 조달…롯데캐피탈은 ESG채권 발행

•   매경: 코로나 터널 막바지 왔나…에너지·유통·화장품 '햇살'

•   매경: "네이버 0.1주 삽니다"…소수점 매매 이뤄질까

•   매경: 미국 금리 상승 코스피 주춤…철강 운송 화학 기계 경기 민감 종목 '굿'

•   매경: [株머니 주요산업 증시기상도] 美 부양책 통과 임박…증시 추가 반등 기대감

•   한경(P1): [단독] 하이브리드카, 2023년부터 친환경차서 제외시킨다

•   한경: 하이브리드카 대신 전기·수소차 가속 페달…"관건은 충전 인프라"

•   한경: 한국서 파는 98%가 하이브리드카인데…렉서스 '직격탄'

•   한경(P1): "오래 참았다"…고개 드는 보복소비

•   한경: 더현대서울' 하루 102억 잭팟…"1년간 생각도 못 해본 숫자"

•   한경: 집콕에 지쳐 밖으로…패션·뷰티업계도 봄바람 타고 판매 '쑥'

•   한경: 외식매장 다시 '대기번호'…패밀리레스토랑 매출 30% 이상↑

•   서경(P1): 현대차·LG에너지 '코나 EV' 리콜 비용 3 대 7 분담 합의

•   서경: "한가족이 계좌 15개"···SK바사 '청약 대전' 준비하는 개미군단

•   서경: 美·英·佛 재생에너지 늘려도 원전 유지하는데...거꾸로 가는 韓

•   서경: 차량용 이어 스마트폰 반도체도 공급 차질 빚나

•   서경: 포스코건설, 신재생에너지 사업 확대

•   서경: 안에선 탈원전 외치며 밖에선 원전수출 나선다는데···

※   산업부: 산업부, 2021년 원전수출 지원 적극 나선다.

•   조선(P1): 최대 25%… 택배요금 도미노 인상 시작

•   조선: 화웨이 제재 반사이익, 삼성전자가 아니라 중국업체가 가져갔다

•   조선: [Mint] 세계경제에 때아닌 복병, 공급 절벽

•   조선: [Mint] 백금 가격 폭등 알고보니, 차 배출가스 저감장치와 수소연료전지에도 쓰이네

•   조선: [Mint] “신재생에너지는 미친듯이 과대평가됐다” 텍사스 정전사태로 정신이 퍼뜩

•   조선: [Mint] 리튬 배터리 소재 시장 3분의 2 장악, 중국發 공급절벽 ‘발등의 불’

•   조선: [Mint] 이상기후·장거리 수송·일손 부족 걱정 끝! 애그테크 산업이 뜬다

•   조선: [Mint] 코로나發 글로벌 제조업 지각변동

•   조선: [Mint] 살 주식을 AI가 찍어준다, 투자기관들 줄줄이 도입

•   조선비즈: 석유도 이제 ‘탄소중립’... 글로벌 에너지 기업 잇달아 ‘탄소포집’ 사업 진출

•   조선비즈: ‘벌써 2000억 증발’ 삼성전자 美 오스틴 반도체 공장 최대 1조 손실 전망

•   조선비즈: 반도체·디스플레이 제조 핵심 ‘NF3’ 온실가스 지정…“대체 후보물질 없어”

•   조선비즈: 중앙은행 돈풀기 2라운드… '국채금리 상승 쇼크'에 속수무책

•   중앙: 바이든 “북핵협상, 외교관에 위임” 트럼프의 톱 다운 버렸다

•   중앙: “남북관계 개선으로 비핵화 협상 이끈다는 건 순진한 생각”

•   중앙: 삼성 낸드플래시 점유율 더 늘렸다, 32.9% 15년째 세계 1위

•   중앙: [단독]러 新백신까지 러브콜…한국, 코로나19 백신 생산기지로 각광

•   동아: 北 영변 핵시설서 연기… 38노스 “플루토늄 추출 준비일수도”

•   동아: 셔먼 “北문제, 매우 어려운 과제… 어떤 제재든 이용할 것”

•   동아: [단독]‘코인 대박’ 꿈꾸는 2030… 가상화폐 거래액, 코스피 40% 넘어

•   동아: “불가능은 없다”… 반도체 성능 등 과학 난제에 도전하는 과학자들

•   국민: 유해물질 배출 제로… 태양광·풍력 전력 이용한 ‘그린수소’가 답

•   국민: “인프라 확대 위한 과감한 투자·수소 생산 방식 개선… 탈원전 유연한 적용을”

•   서울: 전력시장 섣부른 규제 완화는 위험… 전기료 결정체계 다양화해야

•   세계: 풍력 터빈은 한파에 취약하다? [FACT IN 뉴스]

•   머니투데이(P1): D램 호황에 '돈쭐' 예약…'인텔 인수' 부담 덜어낸 최태원

•   머니투데이: 금리 상승에 불안한 주가…"아직 우려할 수준 아냐"

•   머니투데이: 물가 오르고 금리도 들썩…서민 부담 커진다

•   머니투데이: 원전동맹 한-UAE, 수소경제도 한배탄다

•   머니투데이: 美도 수소 참전채비, K수소동맹 영역 더 넓어진다

•   머니투데이: 수소사회 앞당기는 비밀병기 'LPG'…값싸게 생산한다

•   머니투데이: 수소·전기차 급성장하는데…車반도체 대책은 단기 미봉책

※   산업부: 미래차-반도체 수요-공급기업이 함께 차량용반도체 협력방안 모색

•   머니투데이: 미국서 전쟁중인 LG·SK에 정 총리 또 호소 "국익에 도움 안돼"

•   머니투데이: 화웨이 자랑 하루만에 삼성전자 '5G 업계 최고 속도' 달성

•   헤럴드경제(P1): 폭염·폭우 ‘기후변화 재앙’…지구파산을 감당할 수 있나요

•   헤럴드경제(P1): 밤사이 널뛰는 美증시…잠 못드는 서학개미들 [이슈&뷰]

•   헤럴드경제: 개미들 해외주식 거래액 급증…두달간 작년 절반 사고팔고

•   헤럴드경제: 스팩·비트코인에도 눈독…틈새투자 활발

•   헤럴드경제: 큰 변동성에 베팅 ‘간큰’ 서학불개미

•   헤럴드경제: 연초에 수익 거의 다 토했는데…작년 수익 세금 내라니 ‘멘붕’

•   헤럴드경제: 달러강세 흐름에 주가 하락…‘환율 딜레마’에 빠진 개미들

•   헤럴드경제: 삼성전자 “준법·산재 예방·ESG 경영”

•   헤럴드경제: 기업인 10명중 7명 “올해 실적 작년보다 좋아질 것”

•   헤럴드경제: 김동연 “나은 미래위한 새 경제패러다임 ‘가치 추구’”

•   파이낸셜뉴스(P1): "주식투자 늦지 않았다…ESG 눈여겨보라" [제13회 fn 재테크쇼]

•   파이낸셜뉴스(P1): 아이오닉 곧 달리는데 급속충전기 안보인다

•   파이낸셜뉴스: 두산, 밥캣에 ‘지게차’ 매각 속내는?

•   아시아경제(P1): 정부가 합동조사해도…LH 땅투기 환수 어렵다

•   아시아경제: [리쇼어링 민낯]“일할 사람 없고 지원은 쥐꼬리, 다시 들어 오라니…”

•   아시아경제: [리쇼어링 민낯]일단 '유턴'해야 '지원'한다는 생각 바꿔야

•   아시아경제: 2금융권도 'ESG 경영' 발맞춘다

•   아시아경제: 전기차 시장은 급성장…힘 못 쓴 '2차전지株' 꽃길은 언제?

•   디지털타임스(P1): 심상찮은 물가·금리...가계 쌍폭탄 터지나

•   디지털타임스(P1): 반도체 귀하신 몸… 파운드리 증설 전쟁

•   이데일리: "달리는 공기청정기"..현대차, 수소로 환경·수익 다 잡는다

•   이데일리: [인터뷰] "ESG 한때 유행 아냐…지속가능기업에겐 필수적"

•   이데일리: 靑 “文대통령, 외교 일정 맞춰 백신 접종”…3~4월 유력

•   이데일리: “3년간 美신규전력 50%는 태양광”…韓업계 ‘기대감’

•   이데일리: [인터뷰]"시장조성자 공매도 규제는 코미디…정치권은 빠져라"

•   이데일리: [팩트체크]합천호 수상태양광에서 유해물질이 나왔다?

•   이데일리: 삼성·TSMC 등 반도체 슈퍼사이클에 불붙은 투자 경쟁

•   이데일리: 통신3사 28GHz 5G도 공동망?…삼성 '반색', 숙제도 '산적'

•   이데일리: [단독]"심상치 않다"...정부, 미얀마 교민 귀국 위해 비행기 띄운다

•   연합: 사흘연속 400명대…백신접종 본격화속 확진자 다시 증가세

•   연합: 주총 쏠림 여전…26일에 257개사 이상 '슈퍼 주총'

•   연합인포맥스: 두산인프라코어, '미매각 악몽' 해소…회사채 수요예측 성공 - 연합인포맥스

•   뉴시스: 지난해 한국차 세계시장 점유율 제자리 수준...中 시장서 부진

•   뉴스1: 기재부, 과장급 직위 절반 물갈이…45~46기 진입 확대

•   뉴스토마토: [IB토마토](크레딧시그널)두산인프라코어, 과중한 재무부담 대주주 변동으로 해결하나

•   SBS: [단독] 미 국무 · 국방장관, 17~18일 첫 방한 추진

•   아주경제: ​[2021 대기업집단 변동] ②아시아나항공 매각에도 금호그룹 재계 순위 변함없다

•   비즈니스포스트: 청정수소 더 빨리 꽃피운다, 두산퓨얼셀 수소연료전지 수혜 기대이상

•   이뉴스투데이: ‘수소발전’ 속도 올리는 정부…원천기술 없는 한국

•   뉴스투데이: [뉴투분석] 정부 끌고 대기업 미는 '수소 경제', 어디까지 왔나?

•   팍스경제TV: [비즈 이슈] 두산인프라코어 연초부터 쾌조의 스타트...선진시장 공략 ‘청신호’

•   Power Engineering: Siemens, Intermountain team up to study H2 in utility-scale Utah power plant

•   reNews: New renewables investment platform launches

•   reNews: Japan urged to ‘move quickly’ on clean energy transition

•   reNews: Africa and Middle East install 821MW wind in 2020

•   Asian Power: Hydrogen value chain to be developed in Japan

•   에너지경제: 발전공기업, 신재생E 확대 정책에 이중苦…RPS 물량 늘고 내년 HPS까지

•   에너지경제: 4조 흑자·전기료 개편에도 반등 없는 한전 주가…"올해도 쉽잖다"

•   이투뉴스: 태양광발전사업자 “RPS 의무공급비율 즉각 상향”

•   For Construction Pros: Economists Predict Rocky Road to Recovery for Construction Industry

•   대한경제: 삼성·LG, 전장사업 '광폭행보'…'짭짤한 실적' 기대감

•   대한경제: [미래 모빌리티 혁명] 자동차ㆍIT공룡의 新동맹…최첨단 미래차 시대 연다

•   대한경제: [미래 모빌리티 혁명] 상용화 앞둔 자율주행차…기본전제는 ‘안전’

•   대한경제: [미래 모빌리티 혁명] 미래車 '패권전쟁' 가속페달

•   대한경제: [미래 모빌리티 혁명] 결국 목표는 '스마트 시티'

•   대한경제: [미래 모빌리티 혁명] 글로벌 車시장 '빅뱅' 본격화

•   대한경제: [미래 모빌리티 혁명] 1.4조 달러 UAM 시장 잡아라

•   대한경제: [일류도시가 일류국가를 만든다] 민ㆍ관 협력으로 낡은 인프라 정비

•   대한경제: [일류도시가 일류국가를 만든다] 낡은 규제가 성냥갑 같은 건물 양산… ‘미래 도시 ’ 건설 발목

•   대한경제: [일류 도시, 일류 국가 만든다] 세계 신도시 규모만 10조달러…뜨거운 ‘플랫폼·인프라’ 경쟁

•   대한경제: [일류 도시, 일류 국가 만든다] 국경의 종언…하이퍼시티, 글로벌 경제 재편 구도

•   대한경제: 수소경제 본격화…건설업계에도 ‘볕’들까

•   대한경제: 전국 소규모정비사업 입찰 성립 속속…수주열기 후끈

•   OilPrice.com: Is This The World’s Next Big Offshore Oil Region?

•   OilPrice.com: Will Private Shale Firms Crush The OPEC Oil Rally?

•   OilPrice.com: The $1 Trillion Electric Vehicle Boom Is Just Getting Started

•   MINING.com: Energy storage boom to propel zinc battery demand, industry association says - MINING.COM

•   MINING.com: The US broke record on energy storage deployment in Q4-2020

•   전자신문: [단독]포스코, 아르헨티나 염호 가치 '뻥튀기' 의혹

•   전자신문: 이산화탄소로 에틸렌 대량 생산…'탄소중립' 핵심기술 나왔다

•   ZDNet Korea: [단독] 이달 보급형 '갤럭시A32·A42' 2종 나온다

•   ZDNet Korea: 네이버‧다음 CISO가 화웨이로 간 까닭은

•   디지털데일리: TSMC·엔비디아 ‘날고’ 삼성 ‘뛰고’ 인텔·퀄컴 ‘걷고’…2020년 성적표는? [IT클로즈업]

•   Phone Arena: Samsung's upcoming rugged smartphone looks robust, yet old

•   Phone Arena: Samsung's newest smartphone is rough, tough, and... outdated

•   Phone Arena: Xiaomi appears to be on the verge of announcing an affordable flagship

•   Phone Arena: Apple rumored to release first OLED iPad models in 2022

•   Robotics & Automation News: Desmasa launches ‘mobile collaborative robot’

•   Robotics & Automation News: Manufacturers need to rebuild digital supply chain visibility after Covid-19, say WMG and Blue Yonder

•   Robotics Tomorrow: The Fourth Healthcare Revolution - Digital Technologies Are Driving a New Frontier in Medical Treatment

•   Robot Report: Amazon SageMaker RL tools manage robotics workflows

•   Economic Times: Why RBI may go slow on dollar purchases

•   Mint: Over 1.77 crore COVID-19 vaccine doses administered in India

•   Folha de S.Paulo: Brazil Breaks A New Record with 1,840 Covid-19 Deaths in 24 Hours - 04/03/2021 - Science and Health - Folha

[Opinions]

•   Project Syndicate(Ian Buruma): Asian Demonstrators and the American Dream

•   Project Syndicate(J. Bradford DeLong): What Are the New Inflation Hawks Thinking?

•   Project Syndicate(Ricardo Hausmann, José Ramon Morales-Arilla): What Should Biden Do About Venezuela?

•   FT(Editorial Board): Stimulus could change the Biden presidency

•   FT(Philip Stephens): Leavers will forever blame Brussels for Brexit’s failure

•   FT(Gillian Tett): The Fed must avoid a repeat of the March Treasuries mystery

•   FT(Martin Sandbu): The shifting fronts in the battle over EU trade policy

•   FT(Chris Giles): ‘Act big’ in the US means thinking smaller in the UK

•   FT(John Thornhill): Financial bubbles also lead to golden ages of productive growth

•   FT(Eva Szalay): Dollar defies the doubters as hopes for economic rebound rise

•   FT(Katrina Manson): Biden chooses not to antagonise Mohammed bin Salman

•   WSJ(Editorial Board): Rare Truths About China’s Rare Earths

•   WSJ(Daniel Henninger): Trumpism According to Trump

•   WSJ(James Freeman): The American Rebound Continues

•   WSJ(Sadanand Dhume): India Breaks the Privatization Taboo

•   NYT(Paul Krugman): Unmasked: When Identity Politics Turns Deadly

•   NYT(Ezra Klein): Biden Is the Anti-Trump, and It’s Working

•   NYT(Samuel Earle): How Did Boris Johnson Get Covid Vaccines So Right?

•   NYT(Rebecca Dell): Making the Concrete and Steel We Need Doesn’t Have to Bake the Planet

•   NYT(Melissa S. Kearney, Phillip B. Levine): We Expect 300,000 Fewer Births Than Usual This Year

•   WP(Editorial Board): Brazil’s variant breeding ground is a threat to the entire world

•   WP(E.J. Dionne Jr.): The crisis Biden can’t duck

•   WP(Eugene Robinson): We have a choice between two covid-19 futures. Let’s make the right one.

•   WP(Greg Sargent): How the Trump scam could deliver another big GOP victory

•   WP(Aaron David Miller, Richard Sokolsky): Saudi Arabia is a partner, not an ally. Let’s stop the charade.

•   Bloomberg(Mark Gongloff): Biden's Pandemic Relief Bill Is Big But Ignores the Future

•   Bloomberg(Tyler Cowen): Predicting the Future of Prediction Markets

•   Bloomberg(Brian Chappatta): Stop Trying to Pit the Fed Against the Bond Market

•   Bloomberg(John Authers): The Inflation Regime Change Is Already Upon Us

•   Bloomberg(Nir Kaissar, Timothy L. O'Brien): Biden’s Relief Bill Is a Missed Opportunity

•   Bloomberg(Andreas Kluth): For the EU to Survive, It Can’t Keep Failing

•   Bloomberg(Therese Raphael): Britain Plans for a Big Summertime Blowout

•   Bloomberg(Richard Cookson): There Are Early Signs of a Value-at-Risk Shock

•   CNN(Lanhee Chen): Why Democrats may look back on the $1.9 trillion Covid relief bill with regret

•   CNBC(Fred Tomczyk): A financial transaction tax may be aimed at hurting Wall Street. But it will hit Main Street investors instead

•   MarketWatch(Mark Hulbert): Market’s ‘presidential cycle’ points to weaker stock prices through late 2022

•   MarketWatch(Lawrence G. McMillan): The stock market’s short-term outlook has turned bearish

•   Fox News(Fred Fleitz): Biden says America First is over – here's why the world doesn't believe him

•   Reuters(Clyde Russell): Asia seaborne coal prices start to retreat, China-Australia dispute lingers

•   Reuters(Andy Home): LME's plan to end open outcry meets growing resistance

•   매경(정범진): 월성원전 노이즈 마케팅

•   한국(김연규): [에너지의 정치경제학] 누가 인도·태평양을 지배할 것인가

•   머니투데이(박진규): '신축년' 소의 해, 수소 투자가 몰려온다