Business Intelligence Monitor 210308

(Introduction)

[Markets]

•   Global: Wall Street surges on jobs data, global equity markets regain ground

•   한국: 코스피 0.57% 내린 3,020대 마감…개인 1.1조 순매수

•   한국: 두산그룹주 다 내려, 두산퓨얼셀 두산중공업 3%대 하락

•   한국: 원화값 요동…"이달 1135원 갈수도"

•   한국: 10년물 국채 금리 장중 2%··· 더 조여오는 '인플레 압박'

•   Russia: Ruble Rocked by Rumors of Tough New Sanctions

•   Metals: Nickel firms but remains set for biggest weekly loss since 2011

•   Grains: Soy futures rally as dry Argentina crop weather fuels supply concerns

[Indicators]

•   US Jan. Balance of trade: U.S. Trade Deficit Widened in January as Americans Bought More Imported Goods

•   US Feb. Nonfarm payrolls: February Hiring Sets Up Stronger Spring Recovery

※   WSJ: Pandemic-Hit Industries Gain Jobs on Long Road to Recovery

※   AP: EXPLAINER: 5 key takeaways from the February jobs report

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for second week in a row -Baker Hughes

•   US Q1 GDP Nowcast: Mar 05, 2021: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: Latest estimate: 8.3 percent — March 5, 2021

•   Germany Jan. Factory orders: German Factory Orders Rise as Economy Grapples With Longer Curbs

•   China Jan.~Feb. Balance of trade: China’s Exports Surge From 2020 Lockdown as Demand Booms

•   Reuters: China Jan-Feb iron ore imports up 2.8% on healthy demand

•   한국 주간 주택시장 동향(KB): 서울 아파트 매수세 꺾였다…3개월 만에 '팔자' 우위

[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: Inflation, ECB, Jobless Claims

•   Bloomberg: ECB Confronts Shifting Markets as Economy Stays Frozen: Eco Week

[News]

•   WSJ: U.S., EU Suspend Tariffs Imposed in Boeing-Airbus Dispute

•   WSJ: Summer Planning Starts Now for Covid-Hit Businesses, and Forecasts Are Murky

•   WSJ: Biden White House Chief Learns From Obama Mistakes to Sell Covid-19 Plan

•   WSJ: Senate Democrats Pass $1.9 Trillion Covid-19 Relief Plan

•   WSJ: U.S. Set to Power Global Economic Recovery From Covid-19

•   WSJ: Tim Wu, Big Tech Critic, Named to National Economic Council

•   WSJ: Biden’s Plan to Remake Immigration System Faces Bipartisan Pressure

•   WSJ: Biden Officials Propose Afghan, Taliban Summit to Form Interim Government

•   WSJ: Biden Open to Talks With Congress on War Powers, White House Says

•   WSJ: Republican Governors Diverge Over Covid Restrictions as Experts Urge Caution

•   WSJ: U.S. Government Scientists Skeptical of One-Shot Regimen for Pfizer, Moderna Covid Vaccines

•   WSJ: Minneapolis, Atlanta Fed Leaders Shrug Off Rising Bond Yields

•   WSJ: China Sets 2021 GDP Growth Target at Over 6%

•   WSJ: Xi Jinping’s Eager-to-Please Minions Snarl His China Plans

•   WSJ: China Targets AI, Chips Among Seven Battlefronts in Tech Race With U.S.

•   WSJ: Short on Babies, China Wants People to Live and Work Longer

•   WSJ: A New Covid-19 Experiment From Asia: Letting Companies Buy Vaccines

•   WSJ: This Economy Grew Faster Than China’s Thanks to Big Tech, Pharma

•   WSJ: Russian Disinformation Campaign Aims to Undermine Confidence in Pfizer, Other Covid-19 Vaccines, U.S. Officials Say

•   WSJ: Huawei Loses Cellular-Gear Market Share Outside China

•   WSJ: U.S., South Korea Negotiators Reach Agreement on Troop Cost-Sharing

•   WSJ: Covid-19 Crashed the Stock Market a Year Ago. Here Are Some Lessons Learned.

•   WSJ: China-Linked Hack Hits Tens of Thousands of U.S. Microsoft Customers

•   WSJ: Texas Opts Not to Fix $16 Billion Power Overcharge

•   WSJ: California Allows for Theme Parks, Stadiums and Ballparks to Open Outdoors Under Certain Conditions

•   WSJ: U.S. Blacklisted China’s Xiaomi Because of Award Given to Its Founder

•   WSJ: Having Trouble Getting the Covid Vaccine? Your Company Might Soon Offer It.

•   WSJ: In Covid-19 Battle, Israeli Employers Offer Perks for the Vaccinated

•   WSJ: Oxford-AstraZeneca Covid-19 Vaccine Startup in Conflict With University Ahead of Planned IPO

•   WSJ: How Remote Work Is Reshaping America’s Urban Geography

•   WSJ: Electric Vehicles Are the U.S. Auto Industry’s Future—If Dealers Can Figure Out How to Sell Them

•   NYT: As Biden Urges Caution on Covid, Governors Split on How Fast to Reopen

•   NYT: To Juice the Economy, Biden Bets on the Poor

•   NYT: ‘I’ve Never Seen Anything Like This’: Chaos Strikes Global Shipping

•   NYT: After Stimulus Victory in Senate, Reality Sinks in: Bipartisanship Is Dead

•   NYT: Democrats Want a Stronger Edge in the Senate. Ohio Could Be Crucial.

•   NYT: Analysis: Biden’s early foreign policy decisions exhibit restraint and quick deliberation.

•   NYT: Top State Leader Says ‘Cuomo Must Resign.’ Governor Says ‘No Way.’

•   NYT: In the Stimulus Bill, a Policy Revolution in Aid for Children

•   NYT: What’s in the Stimulus Bill? A Guide to Where the $1.9 Trillion Is Going

•   NYT: F.A.Q. on Stimulus, Unemployment and Tax Rebates

•   NYT: Pandemic’s Racial Disparities Persist in Vaccine Rollout

•   NYT: Lessons From a Year of Pandemic Spending

•   NYT: ‘At Your Age, It’s the Vaccine or the Grave’

•   NYT: Eyeing Re-election, Macron Walks a Tightrope Above Swirling Crises in France

•   NYT: When You’re a Small Business, E-Commerce Is Tougher Than It Looks

•   NYT: The Robots Are Coming for Phil in Accounting

•   NYT: In Hawaii, Reimagining Tourism for a Post-Pandemic World

•   WP: New Texas confronts the old with debates about mask mandates and winter storm response

•   WP: Pressures grows on Biden to take on the filibuster

•   WP: Greg Abbott's move to end Texas mask mandate puts him among GOP governors scorning pandemic restrictions

•   WP: Biden’s stimulus plan will sharply cut poverty and hand out large amounts of cash to families

•   WP: Narrow relief bill victory provides warning signs for broader Democratic agenda

•   WP: ‘We need the government’: Biden’s $1.9 trillion relief plan reflects seismic shifts in U.S. politics

•   WP: Scientists are racing to keep up with coronavirus variants and mutations

•   WP: Biden’s wooing both labor and environmentalists on climate change. Oil pipelines may drive them apart.

•   WP: Europe debates vaccine passports as a way to save summer tourism

•   WP: Fukushima: Contaminated water lingering quandary decade after nuclear disaster

•   FT: Iran ready to resume nuclear talks if US lifts sanctions within a year

•   FT: UK-EU trade falls sharply as Brexit disruption starts to bite

•   FT: ‘After a year we’re back to square one’: Milan locked in Covid’s grasp

•   FT: Emerging markets suffer first outflows since October on rate jump

•   FT: Libor to cease for most currencies by end of 2021

•   FT: Companies rush to issue convertible debt at rock-bottom rates

•   FT: ECB quizzes banks over exposure to Greensill and Gupta

•   FT: Joe Biden enlists ‘Quad’ allies to counter China

•   FT: EU turns to US in scramble for AstraZeneca vaccine

•   FT: Germany urges new outreach to Moscow on climate change

•   FT: Germany’s CDU rocked by pandemic procurement scandal

•   FT: Germany to pay four energy companies €2.8bn for nuclear shutdown

•   FT: Will the ECB intensify efforts to keep a lid on bond yields?

•   FT: Mario Draghi makes his mark with vaccine embargo

•   FT: UK faces uphill struggle to rebuild trade ties with Latin America

•   FT: Three-quarters of British public would back action to stop Covid jabs monopoly

•   FT: UK investors and companies call for markets reform

•   FT: UK lacks plan to reach net-zero emissions by 2050, say MPs

•   FT: UK coal mine plan pits local needs against global green ambitions

•   FT: China set to cut proportion of directly elected lawmakers in Hong Kong

•   FT: China turns its back on Hong Kong loyalists

•   FT: US approves new T-cell test for coronavirus

•   FT: US trade agency criticises Ford over battery deals with SK Innovation

•   FT: Airlines redraw routes to match shifting passenger demand

•   FT: Asian bourses look to join Spacs craze despite governance concerns

•   FT: The unravelling of Lex Greensill: a mix of bravado and financial alchemy

•   FT: Militias, corruption and Covid: Rio de Janeiro’s deepening crisis

•   Bloomberg: Powell’s Dashboard Shows How Far U.S. Economy Has to Go on Jobs

•   Bloomberg: U.S. Economy Ready to Surge With Big Stimulus, Fast Vaccines

•   Bloomberg: Speculators Distorting Canada Housing Boom, Economists Warn

•   Bloomberg: Johnson & Johnson Approval Gives Canada a 4th Vaccine Option

•   Bloomberg: Half of U.S. Firms That Survived Are Back to Pre-Covid Capacity

•   Bloomberg: Biden’s USDA Chief Is Exploring Making a Carbon Bank for Farmers

•   Bloomberg: U.K. Says More Employees Are Traveling to Work Despite Lockdown

•   Bloomberg: Europe’s Vaccine Missteps Alarm Stock Investors Around the World

•   Bloomberg: Key Saudi Oil Terminal Targeted in Escalation of Attacks

•   Bloomberg: Saudis Raise Crude Prices to Asia, U.S. as OPEC+ Extends Cuts

•   Bloomberg: Aramco Cuts April Oil Pricing to Mediterranean on OPEC+ Caution

•   Bloomberg: Aramco $75 Billion Payout No Problem as Oil Recovers, BofA Says

•   Bloomberg: Russia Covid Death Toll Passes 200,000 As Vaccine Rollout Lags

•   Bloomberg: Top China Diplomat Warns Biden to Tread Carefully on Taiwan

•   Bloomberg: Why China Can’t End Its Romance With GDP Growth Target

•   Bloomberg: India’s Massive Vaccine Program Gets a Shot in the Arm From Modi

•   Bloomberg: South America’s Top Rate Cutter Is in No Rush to Raise It

•   Bloomberg: Hyperinflation Pushes Venezuela to Print 1,000,000-Bolivar Bills

•   Bloomberg: Malaysia’s 1998 Playbook Has Sri Lanka Shunning IMF for China

•   Bloomberg: Central Banks Face Jumpy Bond Market With 10 Days of Decisions

•   Bloomberg: Bright Spots in China May Not Ease Emerging-Market Taper Gloom

•   Bloomberg: Peak Aluminum Looms for China as Xi Pushes New Green Mission

•   Bloomberg: Stimulus-Fueled Risk Bounce Likely to Come With Higher Yields

•   Bloomberg: Bond Traders Go All-In on U.S. Treasury Market’s Big Short Bet

•   Bloomberg: China Traders Turn to Bank Stocks as Market Darlings Plunge

•   Bloomberg: China’s New Green Target Still Means Pumping Too Much Pollution

•   Bloomberg: China’s Top Leaders Leave Tough Climate Decisions to Bureaucrats

•   Bloomberg: Saudi Arabia’s Plan to Rule $700 Billion Hydrogen Market

•   Bloomberg: Japan’s Green Future Requires Returning to Its Nuclear Past

•   Bloomberg: U.K.’s Green Ambitions Trail Europe in Sustainable Bond Market

•   Bloomberg: Texas Freeze Cost EDP ‘Low Tens of Millions’ of Dollars

•   Reuters: China says it's ready to provide vaccines to overseas Chinese, Olympians

•   Reuters: U.S. administers 90.35 million doses of COVID-19 vaccines: CDC

•   Reuters: China outlines push to develop domestic engine for C919 jet in five-year plan

•   Reuters: China's COVID-19 vaccine production capacity may cover 40% of population by mid-2021: disease control head

•   Reuters: U.S. says all options on table for Afghanistan, decision unclear on force posture after May 1

•   Reuters: Saudi-led coalition says bombs Houthi targets in Yemen

•   Reuters: France ramps up weekend COVID-19 vaccinations after slow start

•   Reuters: U.S. Senator Manchin says filibusters could be made more 'painful'

•   Reuters: Exclusive: Oxford study indicates AstraZeneca effective against Brazil variant, source says

•   Reuters: Analysis: End of the road for Hong Kong's democratic dream as China 'improves' its voting system

•   Reuters: Analysis: Excessive exuberance: Canada home prices boil over as policymakers sit back

•   Reuters: Analysis: After weathering February storm, junk bonds count on Fed protection

•   AP: S Korea, US scale back drills over virus, N Korea diplomacy

•   AP: EXPLAINER: Why rising rates are unsettling Wall Street

•   CNBC: U.S. will defend troops after rocket attack in Iraq, Lloyd Austin says

•   CNBC: With 4 million Americans long-term unemployed, benefits cliff looms

•   CNBC: Infrastructure bill: Ron Wyden wants to cut tax breaks for energy industry

•   MarketWatch: Housing is a luxury? Here’s what the K-shaped recovery means for real estate

•   Fox News: COVID-19 pill effective in preliminary testing may be 'holy grail' of pandemic, Dr. Marc Siegel says

•   SCMP: China will live up to its word on EU investment treaty: foreign minister

•   SCMP: Vietnam begins Covid-19 vaccination drive without China-made shots

•   SCMP: China’s Shenzhen sees cross-border yuan use jump to record level in 2020

•   SCMP: ‘Two sessions’ 2021: China to expand land supply to rein in runaway home prices as premier vows to get a grip on affordability

•   SCMP: China cannot be complacent about food security and must guard against crop threats, says agriculture minister

•   SCMP: China’s top steelmakers see strong demand in 2021, but slow shift to carbon neutrality

•   SCMP: China falls in soft power ranking but US loses its crown and tumbles

•   SCMP: China to roll out urban hukou welcome mat for rural residents in push for economic growth

•   SCMP: Electric cars may get the chance of a lifetime to replace petrol guzzlers faster as they emerge unscathed in chips shortage

•   Global Times: Taiwan's chipmakers, mainland market complementary: analysts

•   Nikkei Asia: Suga extends Tokyo COVID emergency as Olympics hang in balance

•   Nikkei Asia: First Quad summit mirrors Biden's pivot to Indo-Pacific

•   Nikkei Asia: Takeda seeks fast-track review of Moderna vaccine in Japan

•   Nikkei Asia: Nippon Steel cuts capacity 20% for zero-carbon future

•   Nikkei Asia: Scrappy electric carmakers upend pecking order in auto industry

•   Nikkei Asia: Japan keeps foreign visitor ban to protect against COVID variants

•   Nikkei Asia: Singapore emerges as Asia's digital securities trading hub

•   Mainichi: Japanese pharmaceutical firm to build factory in Kobe to make COVID-19 vaccine

•   Kyodo News: FOCUS: Wary Japan firms looking out for signs of risk in Myanmar chaos

•   매경(P1): '낙하산' 이사에 휘둘린 LH, 직원 땅투기 의혹은 예고된 참사

•   매경: '거수기' 전락한 이사회…LH땅투기 견제못해

•   매경: 서학개미 한숨…"금리 발작에 나스닥 상승분 다 토해내"

•   매경: "중소기업 기술 안 훔친 증거대라" 도둑 취급 받는 대기업

•   매경: 오스틴공장 5월에나 가동?…삼성 반도체 실적 '경고등'

•   매경: '에너지 전환' 법안에 숯가슴 된 발전업계

•   매경: 지금 서울 전세금이면 4년전엔 아파트 샀다

•   매경: 공기업 맘대로 멈췄다 돌렸다…멍든 제주풍력

•   매경: [단독] "일본 정부 자산 압류시 한국에 경제 보복 발동될 것"

•   매경(P1): 전문가 문제제기 수차례 묵살후 신한울 원전 포기 못박은 정부

•   매경: [단독] "탈원전은 곧 전기료 상승" 반발 귀막은 정부

•   매경: [단독] '한화家 장남' 김동관, 우주산업 총괄…"우주 향하는 지름길 찾겠다"

•   매경: '재계 2인자' SK 최태원, 삼성 출신 초등 동기에 맡겼다

•   매경: 상환능력 따지는 대출규제, 단계적으로 대상자 늘린다

•   매경: 3년만에…SK하이닉스 '낸드 흑자' 보인다

•   한경(P1): 말많던 탈원전 정책, 결국 면죄부

•   한경: "배터리 공급 부족 온다"…中 발 묶인 사이 美 투자 나선 LG

•   한경: "친환경차라고 비싸게 샀는데" 하이브리드카 운전자들 뿔났다

•   한경: SK하이닉스 '이미지센서 추격전' 속도

•   한경: "최대한 수익 지키려면…" '예측불가 증시' 향한 전문가 조언

•   한경: "0.1주 소수점 거래 도입해달라"…靑 청원까지 등장

•   한경: 이재명 "신용 안 따지고 '1000만원까지 年 3%' 대출상품 만들 수 있겠나"…은행들에 문의

•   한경: "1인당 年 180만원 지급"…이재명표 '농촌기본소득' 실험

•   한경(P1): 발빠른 사업재편, 日기업 명운 갈랐다

•   한경: 콘텐츠 기업 변신한 소니↑…제조업 마인드 못버린 파나소닉↓

•   한경: 日 상장사들, 자회사 매각 '봇물'

•   한경: "뉴노멀 대비"…소니·파나소닉, 사명 바꾸고 지주사 전환

•   한경(P1): 'LH發 땅투기' 후폭풍에도 2·4공급대책 일정대로 강행

※   기재부: 부동산 관련 "국민께 드리는 말씀" 발표

•   한경: 공직 내부정보 통한 부동산 투기…부당이득의 '최대 5배 환수' 추진

•   한경: LH 투기' 뒷북처방 내놓고 신도시 강행…"꾼들 배만 불려"

•   한경: 한경 ESG 클럽 출범…'지속가능 경영' 格을 높입니다

•   한경: 주총 앞둔 기업들 "올해가 ESG 경영 원년"

•   한경: 與 "추경 15兆+α" 野 "공공알바 등 삭감"

•   한경: 국내 첫 농산물값 예측 지수 나온다

•   한경: [단독] 문 대통령, 한국이 OECD 1위라더니…사실이 아니었다

•   한경: 에쓰오일도 수소 에너지 사업 뛰어들었다

•   한경: 철광석·구리 가격 뛰자…날개돋친 듯 팔리는 굴착기

•   한경: 40만원대 삼성 5G폰 나온다…화웨이 빈자리 놓고 '격돌'

•   서경(P1): '공급 쇼크'라더니···143만가구 'LH 쇼크'

•   서경: 땅 투기에 '강제수용 거부'···신도시 취소로 불똥 튀나

•   서경: 당정, 총력 진화 나섰지만...부동산 정책 불신 최고조

•   서경: '주거안정' 정책이 공무원 배만 불려...대상자 수만명 '셀프 조사' 논란도

•   서경(P1): [단독/시그널] 국민연금, 국내주식 투자 비중 확대 검토

•   서경: [시그널] "국민연금, 기계적 매도는 그만···달라진 시장에 맞춰 유연하게 대처를"

•   서경: 美 국채 금리·유가 동반 폭등···"금융시장 변동성 커진다"

•   서경: 올 국고채 만기 45조···2년 뒤엔 70조 육박

•   서경: “정기주총서 결판”···'경영권 분쟁' 전운 감도는 상장사

•   서경: 올들어 26조 쏟아부었는데...개미 매수 '톱10' 수익률 -7%

•   서경: "원전수사 접으면 용서되나요"...윤석열 떠난 檢 뒤숭숭

•   서경(P1): 전력기금이 탈원전 '쌈짓돈' 인가··· 원전업체에 '일자리 보조금' 지급

•   서경: [단독]정부 원전업체에 '일자리 보조금'···"일감 없애놓고 보조금으로 탈원전 뒷수습"

•   서경: 산업부 조직 개편, 태양광·풍력 키우고 원전은 찬밥

•   서경(P1): 힘 빠진 동학개미, 간접투자 '기웃'

•   서경: 새 옷 사고 화장은 화사하게, 백신 맞고 꿈틀대는 소비심리

•   서경: '한미 2+2 회담' 5년만에 부활 예고···美 '반중 참여' 압박 가능성

•   서경: 어정쩡하게 뜬 폴더블폰株...다시 한번 ‘랠리’ 펼칠까

•   조선(P1): 5명→9명 모임제한 완화… 거리두기 기준 달라진다

•   조선: 5→4단계로… ‘대유행’ 와도 식당·노래방 열 수 있다

•   조선(P1): 금보다 비싼 IT 개발자 몸값... 삼성전자 임원도 쿠팡 갔다

•   조선(P1): “위험한 바이러스 50만종… 밝혀낸 건 0.2%뿐”

•   조선: 對中 군사압박 나선 美… 중국에 3不 약속한 한국, 부메랑 맞나

•   조선: “주한미군 2만8500명, 마법의 숫자 아냐” 美국방부 차관 지명자, 감축 가능성 시사

•   조선: 내달부터 65세 이상 일반인도 아스트라제네카 백신 맞을 듯

•   조선(P1): 대기업 64% “채용 없거나 못 정했다”

•   조선: “독감형 팬데믹, 30년에 한 번꼴… 다음은 더 치명적”

•   조선: 아스트라 백신 맞은 일부 의료진 “고열·근육통으로 2~3일간 고생”

•   조선: 60세 이상 일시휴직 2.4배로 급증 ‘미스터리’

•   조선: 집값 상승률은 둔화… 전문가들 “민간 공급 활성화해야”

•   조선비즈: [단독] 화이자 백신 맞은 국립중앙의료원 간호사 2명 코로나19 확진

•   조선비즈: 자동차용 반도체 공급부족...현대·기아차 공장 특근 없앴다

•   조선비즈: 최악 고용대란에, 주가는 사상 최고…경기선행·동행지수 격차 11년만에 최대

•   조선비즈: 美 반도체 증설 삼국 경쟁 본격화…TSMC·삼성·GF 공격적 투자

•   조선비즈: 외국인, 주식 파는 동안 채권 역대 최고치 투자했다

•   조선비즈: 국내 조선사, 올 봄에도 '수주랠리' 예고… "선가 상승도 호재"

•   조선비즈: 세계식량가격지수 9개월 연속 상승…정부 “관세·금리 조정”

•   인베스트조선: '친환경 전환' 시급한 현대중공업, ESG 경영에 올인

•   중앙: 1주택자도 못 견디는 종부세, 1년 새 분납자 4배 늘었다

•   중앙: “종부세·임대차법 재산권 침해, 헌법 정신 뿌리째 흔들어”

•   중앙: [단독] "아스트라 백신 65세 이상 접종, 이달 말 시작한다"

•   중앙: [단독]이스라엘 "백신 실험실 자처…美보다 값 세게 불렀다"

•   중앙: [단독]집단면역 연내 11개국…1호는 이스라엘, 내달 완료

•   동아(P1): 차장님이 내 SNS 팔로, 갑질일까 아닐까…MZ세대의 생각은?

•   동아: SK하이닉스 ‘성과급 논란’ 대기업 확산… CEO들 직접 달래기 나서

•   동아(P1): 한미훈련 8일부터… 3년째 야외기동훈련 빼고 실시

•   동아: 주담대 금리 인상 도미노… 은행, 가계대출 더 죈다

•   문화: 강성노조 탓 생산중단·감산… 벼랑끝 ‘외국계 車 3사’

•   문화: 전기차·자율주행차 시장 질주에… LG전자 電裝 매출 비중 10% 돌파

•   한국: '동맹 복원' 내세운 美 외교·안보 수장 첫 방한의 관전포인트 3

•   한국(P1): [단독] '고수'들은 광명·시흥 인접지역 노렸다…수년간 '손바뀜' 급증

•   한국(P1): 화이자 백신 맞은 국립중앙의료원 간호사 2명, 코로나19 확진

•   국민(P1): 당신 몰래… 당신의 대화가 수집되고 있다 [이슈&탐사]

•   국민: [단독] 한전 왜 이러나… 지자체 허가도 없이 ESS 설치 혈세 수억원 낭비

•   한겨레(P1): 요양시설 ‘접촉 면회’ 1년만에 허용…화이자 만16살 이상 접종 가능

•   머니투데이: 노인도 '일할 기회'가 복지…"14년 후엔 158만명 일자리 필요"

•   머니투데이: "노인정에선 70세가 막내"…80세 이상 '200만명 시대'

•   머니투데이: [단독]재난지원금 100만원 더 준다더니…경영위기 업종 선정도 안했다

•   머니투데이: 폭등하는 LCD값에…OLED 웃는다

•   헤럴드경제(P1): 주류로 뜬 ‘86’ vs 뜨는 ‘MZ’…‘세대의 정치’ 사회 이슈로… [헤럴드 뷰]

•   헤럴드경제: ‘도심 공공주도 공급’ 핵심인데…투기조사서 쏙 빠진 서울

•   헤럴드경제: 韓, ILO 핵심협약 비준 통과했지만…노조법 개정·해석 놓고 충돌 가능성

•   헤럴드경제: [단독] ‘예타 권한, 기재부서 빼앗자’…17일 공청회, 각 부처로 분산 방안 논의

•   파이낸셜뉴스(P1): 툭하면 파업… 한국GM·르노삼성 5년간 10만대 날렸다

•   파이낸셜뉴스: 벼랑 끝 '르쌍쉐'… 생산 급감·신차 부재·자금난에 생존 기로 [위기의 자동차 3社]

•   파이낸셜뉴스: "2018년 땅 거래 서너배 폭증" 계양·창릉 등서도 투기 정황 [현장르포]

•   파이낸셜뉴스: '철수설' LG폰 빚 7조6천억.. 상반기내 매각 가능성 무게

•   파이낸셜뉴스: 화이자 백신 갑질에 놀아난 日.. 접종자 수도 한국에 역전 당해

•   아시아경제(P1): 美 ITC "SK이노, LG 영업비밀 침해"

•   아시아경제: 기재부, 투기과열지구 재건축 보유 법인 종부세 완화 검토

•   아시아경제: TSMC, 美애리조나에 '메가팹' 투자 확대…삼성은 제자리걸음

•   아시아경제: “LTE만큼 깔았다…체감품질 높일 것” 곧 5G 2주년…숙제 짊어진 통신사

•   아시아경제: 가스公-서부발전 손잡고 '태국 가스복합발전소' 짓는다

•   이데일리(P1): [주총대란 오나]]"잘 끝낼 수 있을까"…바뀐 제도에 헉헉대는 상장사

•   이데일리: [주총대란 오나]"주총 전 보고서 완성 못할라, 의결권은 어쩌나" 발동동

•   이데일리: [주총대란 오나]바뀐 3%룰…경영권 분쟁 변수로

•   이데일리: [주총대란 오나]"여전한 섀도보팅 빈자리"…의결권 대행업체 특수

•   이데일리: 한달 남은 ‘美거부권 행사’…LG엔솔·SK이노 막판 ‘신경전’

•   이데일리: 잘 나가던 5G 장비株의 부진…올해는 진짜 도약할까

•   연합: 오늘 300명대 중후반…정부, 수도권 확산세에 4차유행 위험 경고

•   연합: "일방적 추진 안 돼" 태안 해상풍력 어업피해 대책위 발대식

•   연합: 정부 "환경 상품 관세 인하·서비스 추가 개방" WTO에 제안

•   뉴스핌: 두산퓨얼셀, 수소전기차 충전사업 진출…'수소동맹' 가세할까

•   KBS: ‘부실공사’ 한빛 5호기, 공사 감독도 엉터리

•   이투데이: "생각보다 잘 팔리네"…현대차 수소전기차 넥쏘 2.5배 증산 착수

•   글로벌이코노믹: 두산밥캣 포터블 파워 사업부, 공기 압축기 판매 늘린다

•   머니S: “매출 95% 줄었는데”… ‘착한 임대인’은 없었다

•   아시아투데이: 현대重 ‘새 식구’ 두산인프라코어, 수장 교체없이 간다…손동연 대표 체제 3년 더

•   reNews: Renewables deliver 47% of Germany power in 2020

•   reNews: German network 'needs €16bn investment by 2030'

•   reNews: Nordex earnings slide 24% in 2020

•   FuelCellsWorks: Wind Europe: How Renewable Hydrogen Will Help Europe Decarbonization?

•   에너지경제: 발전사 탄소배출량 비례 부담금·저탄소 에너지 사용 의무화 입법 추진

•   KHL: ‘Once in a lifetime’ moment for US infrastructure

•   For Construction Pros: 3 Reasons Construction Companies Need to Digitally Transform Now

•   For Construction Pros: EU and U.S. Temporarily Suspend Tariffs Impacting Construction, Heavy Equipment

•   대한경제: 이재용 구속에 ‘시계제로’ 삼성전자…“3년 내 의미 있는 투자” 언제?

•   대한경제: 구광모의 공든 탑… LG전자 BS본부 1분기 매출 첫 2兆 기대

•   OilPrice.com: WoodMac's Dramatic Plan For A 600% Carbon Tax

•   OilPrice.com: Are Chinese Car Brands A Real Threat To Tesla?

•   OilPrice.com: New Factory Could Reduce Green Hydrogen Costs By 20%

•   MINING.com: Rare earth unlocks key reaction in copper, gold, silver, uranium mineralization

•   전자신문(P1): 삼성, 5G 스마트폰 '합작개발생산(JDM)' 방식 첫 적용

•   전자신문: [뉴스해설]삼성전자, JDM 적용으로 5G 스마트폰 가격·품질·유연성 확보

•   전자신문: [이슈분석] 삼성 QD디스플레이 TV '의기투합'…공급망 구성과 투자 방향은?

•   디지털데일리: 네오QLED TV vs 올레드TV…2021년 TV 전쟁 ‘점화’

•   Phone Arena: Foldable phones, step back: Here comes a phone that expands on demand

•   Robotics Business Review: How Robotization Is Transforming BIM Workflow

•   Robotics Tomorrow: 3 Trends in Robotics Energy Consumption

•   Dronelife: Has the U.S. China-Trade War Changed DJI’s Drone Market Share? The Latest from Drone Industry Insights

•   Economic Times: FY21 GDP performance may beat estimates, says Finance Ministry

•   Economic Times: India Inc's business confidence highest in decade: FICCI Survey

•   Mint: Govt plans to scrap 6,000 compliances to boost biz climate

•   Mint: Covid vaccination gains pace in India, nearly 15 lakh vaccinated in a day

•   Mint: India crosses 2 crore mark in cumulative COVID-19 doses

•   Business Standard: US ban on export of critical raw materials to limit vaccine supply: Serum

•   Folha de S.Paulo: Brazil Breaks Record and Surpasses USA in New Deaths by Covid per Million Inhabitants

•   Folha de S.Paulo: "Stop Whining. How Long Are You Going to Keep Crying about It?", says Bolsonaro about Pandemic

•   Jakarta Post: Jokowi’s ‘hatred' of foreign products raises eyebrows

[Opinions]

•   Project Syndicate(José Antonio Ocampo): Building a Better SDR

•   Project Syndicate(Daniel Gros): Fiscal Follies in the COVID Recovery

•   Project Syndicate(María Fernanda Espinosa): Build Back Equal

•   FT(Editorial Board): The politics of the levelling-up agenda

•   FT(Editorial Board): A worrying tide of vaccine protectionism

•   FT(Martin Wolf): Rishi Sunak takes an axe to Thatcher’s low-tax ideology

•   FT(Rana Foroohar): Wishful thinking on China will not serve American interests

•   FT(John Plender): Greensill implosion exposes risks of shadow banking

•   FT(Camilla Cavendish): Rishi Sunak’s un-Tory Budget confounds assumptions once again

•   FT(Michael Mackenzie): Fears rise among bond investors as Buffett warns on outlook

•   FT(Leo Lewis): Japan’s innovators seek their lost mojo

•   FT(Tim Harford): The painful politics of vaccination

•   FT(Neil Munshi): Democracy erodes in central and west Africa

•   FT(Mamta Badkar): Corporate America bounces back from the pandemic

•   FT(Claire Jones): The Spectator joins the inflation doom-mongers

•   FT(Jamie Powell): This is the electric vehicle bubble. And this is the crash.

•   WSJ(Editorial Board): The Covid Welfare State

•   WSJ(Editorial Board): The Woke Chinese Communist Party

•   WSJ(Andy Kessler): When the Stock Boom Turns to Bust

•   WSJ(Rupert Hammond-Chambers): A Chip Problem of Detroit’s Own Making

•   WSJ(Robert Hargraves): ‘Net Zero’? More Like Not Zero

•   NYT(Kara Swisher): Can We Put an End to the Vaccine Hunger Games?

•   NYT(Rhea Boyd): Black People Need Better Vaccine Access, Not Better Vaccine Attitudes

•   WP(Catherine Rampell): February’s jobs report doesn’t let Congress off the hook for more stimulus

•   WP(David Ignatius): The U.S. is quietly mobilizing its economy against China

•   WP(George F. Will): The minimum-wage debate is a mildly encouraging folly

•   WP(David Von Drehle): The one-dose Johnson & Johnson vaccine is effective, but people are skeptical. So give it to young adults.

•   WP(Greg Sargent): Biden has decided not to wage war on GOP governors for ‘Neanderthal thinking.’ Here’s why.

•   WP(Hugh Hewitt): The Republican Party isn’t in trouble

•   WP(Fareed Zakaria): Biden is showing the world that U.S. government can work again

•   WP(Leana S. Wen): Where is the CDC’s guidance to vaccinated Americans?

•   Bloomberg(Mohamed A. El-Erian): Powell Can Roil Markets Now With Just a Word

•   Bloomberg(Niall Ferguson): The Fed Doesn’t Fear Inflation. Its Critics Have Longer Memories

•   Bloomberg(Daniel Moss): What You Don't Remember About the Taper Tantrum

•   Bloomberg(Tyler Cowen): Imagine the Covid-19 Economy Before Zoom and Amazon

•   Bloomberg(Mihir Sharma): U.S. Vaccine Hoarding Is Alienating the World

•   Bloomberg(Brian Chappatta): Covid-Decimated Jobs Rebound Faster Than Expected

•   Bloomberg(John Authers): Powell Needs a Stock Selloff to Act on Bond Yields

•   Bloomberg(Julian Lee): Saudi Arabia Plays Chicken With U.S. Shale

•   Bloomberg(Michael R. Strain): Pandemic Relief Is an Economic Leap of Faith

•   Bloomberg(Jonathan Bernstein): Popular Policies Don’t Elect Presidents

•   Bloomberg(Martin Ivens): Boris Johnson's Replacement is Waiting in the Wings

•   Bloomberg(Hal Brands): What Is Biden’s ‘Foreign Policy for the Middle Class’?

•   Bloomberg(Eli Lake): So Far, Biden’s Iran Policy Isn’t Trump’s — or Obama’s

•   Bloomberg(James Stavridis): U.S. Needs a Strong Defense Against China’s Rare-Earth Weapon

•   Bloomberg(Lionel Laurent): Covid-19 Variants Can Ruin Summer If We Let Them

•   Bloomberg(Zev Chafets): The Stakes in This Israeli Election Just Got Bigger

•   Bloomberg(Mark Gilbert): Even Central Bankers Can't Agree on Reflation

•   Bloomberg(Faye Flam): The One Vaccine Efficacy Number that Truly Matters

•   Bloomberg(Mary Duenwald, Sam Fazeli): I Got Vaccinated, Then I Got Covid. What Happened?

•   Bloomberg(Romesh Ratnesar): The Big Question: Can a Guaranteed Income Help End Poverty?

•   CNN(Jeffrey Sachs): Joe Biden could be the most transformative president in 75 years (opinion)

•   CNN(Kristalina Georgieva): The global economy won't recover if we don't get vaccines to developing countries, too

•   CNN(William J. Barber II, Jonathan Wilson-Hartgrove): Opinon: Democrats, keep your promise on the $15 minimum wage

•   CNN(Melanne Verveer, Jessica Smith): Who pays the price for climate crisis

•   CNBC(Frederick Kempe): Biden and Xi are offering dueling worldviews — the winner will shape the global future

•   MarketWatch(Mark Hulbert): Here’s proof that the bull market is alive and kicking

•   MarketWatch(Mike Stankiewicz): For just $25 billion, the U.S. could jump-start a project to quickly vaccinate the entire world against COVID

•   Fox News(James Carafano): Biden vs. Iran – can president avoid nuclear deal deja vu?

•   Fox News(Marc Siegel): Power of COVID vaccines vs. politics of fear, Neanderthals

•   Reuters(Mike Dolan): Alarm bells ring again for emerging debt

•   Reuters(John Kemp): Oil risks overheating after OPEC+ leaves output unchanged

•   Reuters(Andy Home): Nickel slumps as electric dreams are rudely disturbed

•   한경(사설): 원전 기술단절 고심하는 日…스스로 파괴하는 韓

•   한경(한상춘): 코로나發 '한국 경제 7대 위기설'…지금 상황은?

•   한경(박주헌): '몰빵 전원믹스'는 위험하다

•   서경(민동주): 재생에너지, 너무 빨리 미래를 보고 있다

•   서경(양준모): 4차 산업혁명, 바람에 맡길 수 없다

•   중앙(문승일): 탄소중립 지렛대, 해상풍력발전

•   중앙(안광석): 당장 이용 가능한 백신이 가장 좋은 백신이다

•   문화(문주현): 삼중수소 괴담 유포하는 세력의 저의

•   한국(사설): “탈원전 정책 절차적 문제없다"고 판단한 감사원

•   한국(오연천): 원전 논의차 서울대 방문한 빌 게이츠

•   한겨레(사설): 감사원 “탈원전 절차 정당”, 더는 정쟁 악용 말아야

•   경향(사설): ‘탈원전 절차’ 문제없다는 감사원, 이제 소모적 논쟁 끝내야