Business Intelligence Monitor 210309

(Introduction)

[Markets]

•   Global: Stocks dip as yields hold near one-year high

•   US: Treasury Yields Jump Again on Covid-19 Stimulus, Jobs

•   한국: 금리상승에 코스피 1% 하락…7일만에 또 3,000선 밑으로

•   한국: ESG지수는 웃었다…코스닥만 빼고

•   한국: 두산그룹주 힘빠져, 두산퓨얼셀 3%대 하락 두산밥캣 2%대 상승

•   Oil: Oil price rises above $70 after attacks on Saudi oil facilities

•   Metals: Copper rises on U.S. stimulus and higher Chinese imports

•   Grains: Soybeans near 7-year peak on S.American crop worries; wheat eases

[Indicators]

•   Germany Jan. Industrial production: Production outlook for German industry brightens further: Ifo

•   한국 1월 식료품·비주류음료 물가: 지난달 밥상물가…10년만의 최고치

•   한국 2월 외국인 증권투자: 2월 외국인… 韓주식 3조2430억 순매도, 채권 8조9880억 순투자

•   Japan Jan. Current account: Japan Jan. current account surplus sees 1st decline in 5 months

•   Japan Jan. Coincident index: Japan upgrades economic assessment for Jan. to 'upturn phase'

•   Japan Feb. Economy Watchers sentiment: February economy watcher sentiment posts biggest rise in eight months

[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: House Progressives Back Revised Covid-19 Aid Bill as Vote Nears

•   WSJ: Congress Is Poised to Upend Tax Season With New Break for Unemployment Benefits

•   WSJ: Yellen Expects U.S. Economy to Return to Full Employment in 2022

•   WSJ: Biden Team Races to Assemble New Climate-Change Strategy

•   WSJ: CDC Says Fully Vaccinated People Can Gather Privately Without Masks

•   WSJ: What You Can and Can’t Do if You’ve Been Vaccinated: Travel, Gatherings, Risk Factors, What You Need to Know

•   WSJ: Deregulation Aimed to Lower Home-Power Bills. For Many, It Didn’t.

•   WSJ: As Covid-19 Vaccine Eligibility Expands, Interest Could Wane

•   WSJ: GE Nears Deal to Combine Aircraft-Leasing Unit With AerCap

•   WSJ: Covid-19-Closed Restaurants Are Reopening. Running Them Is Still a Battle.

•   WSJ: AI’s Impact on Businesses—and Jobs

•   WSJ: As Remote Work Becomes the Norm, Vast New Possibilities Open for Autistic People

•   WSJ: Big Power Companies in Texas May Clean Up From Storm

•   WSJ: Apollo Reabsorbs Athene in All-Stock Deal That Values Firm at $11 Billion

•   NYT: The U.S. risks a new surge as variants spread and restrictions are relaxed, Fauci said.

•   NYT: Brazil’s Ex-President ‘Lula’ May Run for Office Again as Court Cases Are Tossed

•   NYT: How Coronavirus Has Changed New York City Transit, in One Chart

•   NYT: Oil Giants Prepare to Put Carbon Back in the Ground

•   WP: US has coldest February since 1989 as global temperatures came in lower too

•   WP: Power Up: Democrats are hailing big spending – with an eye on infrastructure package

•   WP: German mask profiteering scandal rocks Merkel’s party as elections loom

•   FT: Pace of ECB bond purchasing slows despite market jitters

•   FT: Decision time approaches for Brussels over Brexit tensions

•   FT: Bailey highlights BoE concerns about post-pandemic inflationary risk

•   FT: Stimulus bill takes aim at American inequality

•   FT: The Covid entrepreneurs: Americans start millions of new businesses

•   FT: Federal Reserve to close most Covid crisis emergency facilities

•   FT: Kabul rails against US power-sharing proposal

•   FT: Chinese stocks enter correction territory

•   FT: Greensill files for administration and warns of GFG ‘defaults’

•   FT: Investors fear new Treasury auctions will set off repeat bout of selling

•   FT: The race to scale up green hydrogen

•   FT: Offshore wind power project moves ahead under Biden administration

•   FT: ‘Everyone is freaking out’: Saudi Arabia’s ultimatum rattles big business

•   FT: ‘There is a tolerance for death’: Brazil battles fresh Covid storm

•   FT: Japan maintains monetary easing but prepares ground for ‘nimble response’

•   FT: Why the WTO should judge less, lest it be judged

•   Bloomberg: NPC Report: China to Speed Up Legislation to Fight U.S. Sanctions

•   Bloomberg: U.S. Coronavirus Cases Post Slowest Spread Since Pandemic Began

•   Bloomberg: Goldman Economists See 4.1% Unemployment in U.S. by End of Year

•   Bloomberg: U.S. Vows to Defend Saudi Arabia After Attack on Key Oil Site

•   Bloomberg: France Avoids Another Recession With Growth in First Quarter

•   Bloomberg: Russian Sputnik Vaccine to Be Produced in Italy in First EU Deal

•   Bloomberg: ECB Keeps Net Covid Pandemic Bond Buying Pace Little Changed Last Week

•   Bloomberg: Brexit ‘Teething Problems’ Push U.K. to Postpone Border Checks

•   Bloomberg: BOE Governor Andrew Bailey Says UK Unemployment May Rise,Remain Higher in a Year

•   Bloomberg: UK Recent Graduates Unemployment Rate Doubles to 12%: ONS Data

•   Bloomberg: U.K. Budget Watchdog Says Sunak May Struggle to End Covid Costs

•   Bloomberg: Italy PM Mario Draghi Pledges to Hasten Covid Vaccination Rollout

•   Bloomberg: Understanding the Conflicts Leading to Saudi Attacks: QuickTake

•   Bloomberg: Biggest Yield-GDP Gap Since 1966 Shows More Room for Bond Pain

•   Bloomberg: China’s Bond Market Faces Demand Test as Refinancing Surge Looms

•   Bloomberg: Top Energy Trader Vitol Says OPEC+ Has Control of Oil Market

•   Bloomberg: Taiwan Says Semiconductor Industry Has Enough Water to Operate Until Late May

•   Bloomberg: Alphabet’s Waymo Says Its Tech Would Avoid Fatal Human Crashes

•   Bloomberg: Coal India Approves 32 Mining Projects Worth $6.4 Billion

•   Bloomberg: This Is How Top Polluter China Plans to Be Greener by 2025

•   Bloomberg: China Carbon Market to Grow to $25 Billion by 2030, Citi Says

•   Bloomberg: Tesla Is Plugging a Secret Mega-Battery Into the Texas Grid

•   Reuters: Pfizer/BioNTech COVID-19 vaccine neutralizes Brazil variant in lab study

•   Reuters: Vaccine response may be weaker in elderly; Merck drug shows promise in reducing virus level

•   Reuters: EU regulator urges caution on Sputnik COVID-19 vaccine

•   Reuters: Exclusive: Study in Brazil indicates Sinovac vaccine works against P1 variant found in Brazil - source

•   Reuters: Exclusive: EU preparing sanctions on Myanmar military businesses, documents show

•   Reuters: White House says Biden does not favor changes to Senate filibuster rules

•   Reuters: Indonesia gets 1.1 million AstraZeneca vaccine doses via COVAX

•   Reuters: Analysis: Iran slips record volume of oil into China, reaches out to Asian clients for trade resumption

•   AP: Escalating violence raises pressure for Myanmar sanctions

•   AP: Myanmar protesters defy curfew; media outlets ordered shut

•   AP: Germany looks to AstraZeneca shot to boost vaccine rollout

•   CNBC: Airbus-Boeing truce not a complete reset in US EU relations, experts

•   CNBC: CDC study finds about 78% of people hospitalized for Covid were overweight or obese

•   MarketWatch: The FAANG stocks, in these uncertain times, are expected to rise as much as 35% over the next year

•   Fox Business: Biden sued by 12 states over climate executive order: 'Enormous expansion of federal regulatory power'

•   Politico: Von der Leyen says EU’s vaccine doses to ‘double’ to 100M per month in April

•   Axios: Scoop: Japan's prime minister first to visit White House

•   SCMP: China’s ‘two sessions’: key takeaways from the annual government work report

•   SCMP: ‘Two sessions’ 2021: China is ‘30 years off being a top-tier industrial powerhouse’

•   SCMP: China GDP: Beijing cites ‘policy flexibility’ as reason for dropping specific growth target for 14th five-year plan

•   SCMP: China’s post-Covid economic recovery intact in January and February, but rebound not yet ‘solid’, NDRC says

•   SCMP: No Wolf Warriors here: foreign minister sends message of ‘responsible China’

•   SCMP: ‘China’s military must spend more’ to meet US war threat

•   SCMP: US lawmakers condemn Beijing’s plans to overhaul Hong Kong elections

•   SCMP: China looks to developing world as US stages global comeback

•   Nikkei Asia: Japan official close to Suga ousted from post in dinner scandal

•   Nikkei Asia: Japan eyes limit of 2,000 daily arrivals as it opens for Olympics

•   Nikkei Asia: Global Britain' woos ASEAN in fields of former empire

•   Nikkei Asia: What's left in China's former field of chip dreams

•   Economic Times: Economic impact of COVID-19 to weigh on asset quality of banks in FY'22: Fitch

•   Economic Times: Budget session may conclude before first phase of assembly polls: Sources

•   Mint: Does trade deficit signal trouble for India’s economy?

•   Mint: Farm shadow over bankruptcy  reform

•   매경(P1): [단독] 선넘은 LH…퇴직자에 수백억 일감 몰아줘

•   매경(P1): 文 "LH 수사, 檢 참여해라…행정령 총동원해 발본색원"

•   매경: '신도시 투기' 1차조사 2만3천명…가족 포함땐 10만명

•   매경: 2천만원 자금이동' LH직원…국세청 금융위가 들여다 본다

•   매경(P1): '3%룰 위력'…사조산업 대주주 결정 뒤집다

•   매경: 감사선임 3%룰로 경영권 분쟁 현실화…전운 감도는 주총

•   매경: 자리잡은 '랜선주총'…4월 주총도 등장

•   매경: 해외는 주주제안 어려운데…한국선 기업 옥죄기만

•   매경(P1): 매경, ESG 민간협의체 만든다

•   매경: 매경, 월가·유럽식 ESG 한국기업에 뿌리내린다

•   매경: "차 앱으로 사고 배터리 빌려쓰세요"…전기차 구매 '지각변동'

•   매경: 경력직개발자 노인안내원 시급 똑같다니…엉터리 세금일자리

•   매경: "미국은 경기부양 카드로 원전산업 꺼내들었는데…"

•   매경: SK하이닉스 주가 오를까…업계 최대 용량 모바일D램 양산

•   매경: LG전자 車전장 사업 잰걸음

•   매경: 국산 코로나19 치료제 2호 승인 초읽기

•   매경: 동학개미 마음도 오락가락…증시대기자금 하루 5조원 출렁

•   매경: LG, 쪼개졌는데 몸집 더 커졌다…시총 16% 쑥

•   매경: [이슈진단] 반도체·배터리 장기투자해야 할 이유

•   매경: "中에 뺏긴 주도권 찾자"…日배터리사 뭉친다

•   한경(P1): 스마트폰까지 번진 '반도체 품귀'

•   한경: 고객사 "투자비 낼테니 반도체 달라"…파운드리업체는 공장 신·증설 '속도'

•   한경: D램 슈퍼사이클' 영향 줄라…메모리업계 '전전긍긍'

•   한경: "가격 상관없다, 제발 칩 좀 빨리"…삼성·샤오미·오포 줄섰다

•   한경: "주당 10만원은 번다"…SK바이오사이언스 '역대급 청약' 예고

•   한경: AI가 설계, 공사장엔 드론 날고 로봇이 안전감시

•   한경: "올해도 부동산보다 주식"

※   하나금융경영연구소: 2021 KOREAN WEALTH REPORT : 부자와 대중부유층의 자산관리 트렌드

•   한경: LG이노텍에 러브콜…MS "3D센싱 기술 손잡자"

•   한경: 현대차, 한 라인서 車 5종 이상 만든다…노조는 반대

•   서경(P1): 최저임금의 역설···되레 늘어난 '사각지대 근로자'

•   서경: 정유사, 수요회복에 수익성 개선...갈길 바쁜 항공사는 '설상가상'

•   서경: 현대차 아산공장 5일간 생산 중단..."쏘나타 판매 부진 탓"

•   서경: 공유경제 3법 발의에···스타트업 '기대 만발'

•   서경: “변이 코로나로 집단면역 시간 더 걸려···올겨울 상황 나아질 것”

•   조선: “백화점 1000명은 되고, 골목식당 5명은 왜 안됩니까”

•   조선비즈: 中 원전 굴기 가속…2025년까지 설비용량 40% 확대

•   조선비즈: "주행 배출가스만 줄이면 뭐해"... 전기차 '생산'도 친환경 전력으로

•   조선비즈: 성과급 논란' SKT, 전 직원에 800만원 지급..."인재 확보 차원"

•   중앙: 금융위·한은, 전자금융거래 통제권 놓고 샅바싸움

•   동아(P1): [단독]“한미, 방위비 5년 단위 협정-올해 13% 인상 합의”

•   동아: [단독]바이든정부 ‘한미 방위비’ 신속 매듭… 中견제 동맹 복원에 초점

•   동아: 한수원, 삼중수소 2000억원어치 생산하고도 판매 ‘0’ 왜?

•   한국(P1): AZ 백신 접종 뒤 사망, '인과성 없음'… "기저질환 악화가 원인"

•   머니투데이(P1): 올해만 1만명 부족…뺏기면 죽는 개발자 쟁탈전

•   머니투데이(P1): 5700억 '세금청구서' 예고한 정부…화력발전 시설세 올린다

•   머니투데이: 꺼진 불' 화력발전 시설세 인상, 행안부가 되살렸다

•   머니투데이: [단독]신규택지 발표전 '땅투기' 무조건 전수조사..내달 첫 적용

•   머니투데이: [단독]"소상공인 전기요금 감면예산 부족, 3달씩 못할 것"

•   머니투데이: [단독]현금 없는 이재용…수천억 신용대출 받아 상속세 낸다

•   머니투데이: 포스코인터, 수소전기차 부품시장 본격 진출…2027년까지 7배 성장

•   머니투데이: '철강 기업' 포스코가 수소·전기차에 빠졌다는데…

•   MTN: 공급 초과 수소 경제...결말은 "막장 드라마" (?)

•   더벨: 5년 만의 새얼굴…곽상철 사장, ㈜두산 사내이사 합류

•   헤럴드경제(P1): 50년 뒤 ‘세수 20%’가 나랏빚 이자

•   파이낸셜뉴스(P1): 1700兆 가계빚 '대출금리 상승' 쇼크 온다

•   파이낸셜뉴스: "한국판 뉴딜, GDP 깎아먹는 정책"

•   파이낸셜뉴스: 잿빛 고용지표에 정치권 압박… 물가·고용 두 토끼 잡을까 [한은 '고용안정 책무' 학계에 용역]

•   파이낸셜뉴스: "1400兆 해상풍력 시장 잡아라"… 철강·조선사들 선점 경쟁

•   아시아경제: IMF "美中 기술전쟁하면…10년 뒤 韓 GDP 6% 증발"

※   IMF: Policy Advice to Asia in the COVID-19 Era

•   디지털타임스(P1): SK·포스코 `딥체인지`… 車경량화 손잡았다

•   디지털타임스: [단독] 테슬라처럼… 우리도 `K-배터리데이` 만든다

•   이데일리: 현장에서]양회에서 드러난 경제대국 중국의 민낯

•   연합: 오늘 다시 400명대…학교 집단발병에 변이감염까지 4차유행 우려

•   연합: 성윤모 "원전, 온실가스 감축에 효과적…지속가능하진 않아"

•   연합: "미래 먹거리 수소사업 잡아라"…산업계 전방위 투자 확대

•   뉴시스: 월성 원전 첫 재판 시작…'윤석열 사퇴' 영향 미치나

•   뉴스1: [단독]'시계제로' LG폰…'롤러블폰'은 만든다

•   YTN라디오: [생생경제] "역량 부족해 일터 차별 없애는 일 충분히 하지 못해 아쉬워" 박용만회장(1)

•   YTN라디오: [생생경제] "오너는 소유보다 사업의 책무먼저 생각해야" 박용만회장(2)

•   이투데이: [공시] 거래소, 두산퓨얼셀 채무보증결정 지연공시로 불성실공시법인 지정

•   아주경제: 사상초유 美 정전사태에 ‘ESS 재조명’…韓기업도 훈풍

•   더구루: [단독] 현대차, 中서 ‘아이오닉5’ 생산한다…CATL 배터리 장착

•   비즈니스포스트: [오늘Who] 두산퓨얼셀 수소 확장, 박지원 두산중공업과 시너지 창출

•   글로벌이코노믹: 두산중공업, 3D 프린팅 기술로 미래 성장동력 확보

•   Renewables Now: US installed more wind turbine capacity in 2020 than in any other year - EIA

•   에너지경제: 소형 고정가격계약 개편 지연에 속 터지는 태양광 업계

•   대한경제: 해상풍력ㆍ수소에 올인한 정부…ESS 활성화는 외면

•   대한경제: 정부, 내년부터 산업공정 R&D 투자 증액…탄소 줄인다

•   OilPrice.com: The Single Biggest Threat To The Electric Vehicle Revolution

•   MINING.com: Codelco expects $2.8 billion profit this year

•   전자신문(P1): 고순도 염화수소'도 탈일본...'반도체 소재 국산화' 거침 없다

•   전자신문: 드론 장거리비행, 수소로 해결

•   ZDNet Korea: 중소형 PC 업계, 그래픽카드 수급난 '보릿고개'...출하량 감소

•   디지털데일리: LG·삼성·SK "증설, 또 증설"…배터리 장비업체 '화창'

•   디지털데일리: 韓, 2020년 OLED 점유율 90%선 붕괴…삼성 '줄고' LG '늘고'

•   디지털데일리: TSMC, 삼성 美 파운드리 19조원 투자 임박에 ‘9000명 채용’ 맞불

•   Phone Arena: Qualcomm's serious chip shortage may last until late this year

•   Phone Arena: Apple is moving up to 10% of iPhone 12 5G production to India

•   Phone Arena: Huawei P50 to be the first device with out of the box HarmonyOS

•   Robotics & Automation News: How are AGVs different from AMRs?

•   Robotics & Automation News: Internet of Things: 5 Predictions for 2025

•   Robotics Tomorrow: The AI Impact for Next-Gen Industrial Robots

[Opinions]

•   Project Syndicate(William H. Janeway): A Greentech Bubble?

•   Project Syndicate(Erik Berglöf): The Vaccination Opportunity for Global Health

•   Project Syndicate(Mohamed A. El-Erian): The US Recovery’s Promising Moment

•   Project Syndicate(Minxin Pei): Why China’s Hong Kong Crackdown Could Backfire

•   Project Syndicate(Jim O’Neill): The Bitcoin Lottery

•   FT(Editorial Board): Britain’s house price boom is not too big to fail

•   FT(Editorial Board): A historic moment in US stimulus

•   FT(Martin Sandbu): ECB faces headache from ‘unwelcome’ rise in yields

•   FT(Tony Barber): Europe’s patience with Viktor Orban starts to wear thin

•   FT(Robin Wigglesworth): Are markets really rigged?

•   FT(Malcolm Turnbull): Pumped storage hydropower can help fuel the clean energy transition

•   FT(Chen Zhao): The inflation risk from Joe Biden’s stimulus plan is exaggerated

•   FT(Andrew Hill): People: the strongest link in the strained supply chain

•   FT(Jamie Powell): Investors should not dismiss Cisco’s dot com collapse as a historical anomaly

•   FT(Lex): State digital currencies: defence of the realm

•   WSJ(Mary Anastasia O’Grady): Let Business Give the Jab in Latin America

•   WSJ(Scott Gottlieb, Mark McClellan): The Road to Reopening Won’t Be a Straight Line

•   WSJ(Scott A. Hodge): Warren’s Wealth Tax Enriches Foreign Billionaires

•   WP(Henry Olsen): Why Mike Pence might be a weak presidential candidate

•   WP(Jennifer Rubin): What happens when the government attacks inequality

•   WP(Daniel W. Drezner): Is a normal foreign policy possible in an abnormal world?

•   WP(Donna F. Edwards): The $15 minimum wage is not dead

•   Bloomberg(Daniel Moss): The Real Taper Tantrum Should Be Happening in China

•   Bloomberg(David Fickling): Three Reasons the Saudi Attack Won’t Spike Oil Prices

•   Bloomberg(Brian Chappatta): The Fed Already Has a Cap on Long-Term Bond Yields

•   Bloomberg(John Authers): Value's Long-Awaited Dawn May Finally Be Here

•   Bloomberg(Elisa Martinuzzi, Marcus Ashworth): The Latest Post-Brexit Finance Fight Puts Everyone at Risk

•   Bloomberg(Liam Denning): Saudi Oil Attack Is Nothing Like the Last One

•   Bloomberg(Chris Bryant): Sorry Folks, the SPAC Party’s Over

•   Bloomberg(Jonathan Bernstein): Pandemic Relief Package Isn’t Just Biden’s

•   MarketWatch(Peter Morici): Biden’s progressive agenda will harden post-pandemic social divisions

•   MarketWatch(Michael Brush): Five reasons why emerging markets are a better place for investors now

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

•   Reuters(John Kemp): Hedge fund positioning shifts in expectation of oil price peak

•   한경(그레고리 바커): 녹색경제, 저탄소 원자재에서 출발해야

•   전자신문(김성복): 수소경제, 착실하게 개척해야