Business Intelligence Monitor 210310

(Introduction)

[Markets]

•   Global: Global stocks rally as yields step back

•   China: China Stocks Resume Drop as State Buying Fails to Lift Sentiment

•   한국: 코스피 나흘 연속 하락…이틀째 3,000선 하회

•   한국: 증시 덮친 인플레 공포…성장株 '휘청'

•   한국: "글로벌 건설장비 호황"...현대건설기계 7.8% ↑

•   한국: 두산그룹주 엇갈려, 두산퓨얼셀 6%대 하락 두산 두산중공업 상승

•   한국: 원화값 5개월만에 1140원대로 떨어져…"1150~1170원까지 하락할것"

•   한국: 한은, 국고채 2조 긴급매입에도 금리 또 올라

•   Hong Kong: Chinese Technology Stocks Have Fallen Harder Than U.S. Peers

•   Metals: Copper prices slip as China cools growth and credit plans

•   Grains: Wheat, soy futures climb, corn sags after USDA data

•   Cryptocurrency: Bitcoin Climbs to a Two-Week High as Risk-On Rally Resumes

[Indicators]

•   US Feb. NFIB Business optimism index: U.S. Small Businesses Slightly More Optimistic in February

•   Eurozone Q4 GDP(rev.): Coronavirus curbs hit euro zone fourth-quarter GDP more than estimated quarter-on-quarter

•   Germany Jan. Balance of trade: German exports post surprise rise as China trade sizzles

•   UK Feb. Retail sales: UK retail sales return to growth despite lockdown

•   한국 1월 경상수지: 수출 호조에 1월 경상흑자 71억달러…9개월 연속 흑자

•   한국 1월 재정수지: 정부, 새해부터 1.8조 빚더미 안고 출발

※   기재부: 월간 재정동향 2021년 3월호 발간

•   한국 2월 채권발행: 2월 채권 발행 한달새 11.3조 증가

•   한국 3월 전국 분양경기실사지수: "서울·광역시 청약시장 좋을 것"…3월 분양경기지수 100 웃돌아

•   Japan Q4 GDP(rev.)Japan revised Q4 GDP growth down to annualized 11.7%

•   Japan Jan. Household spending: Japan Jan. household spending down 6.1% on year amid virus emergency

•   India Feb. Car sales: Passenger vehicle retail sales rise over 10% in Feb on low base effect: FADA | Hindustan Times

•   Taiwan Feb. Balance of trade: Taiwan’s Exports Continue Growing on Strong Demand for Chips

•   South Africa Q4 GDP: S. Africa Virus-Hit Economy Shrank Most in 100 Years in 2020

[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: Unexpected U.S. Growth Surge Could Unbalance Fragile Global Economy

※   OECD: OECD Economic Outlook, Interim Report March 2021

※   기재부: 경제협력개발기구(OECD) 중간경제전망(Interim Economic Outlook) 발표

•   WSJ: U.S and China Engage, Tentatively, on Climate Change

•   WSJ: What Is the Paris Climate Agreement and Why Is Biden Rejoining Now?

•   WSJ: Derby’s Take: Cleveland Fed Report Says Monetary Policy Rules Growing More Hawkish

•   WSJ: What’s New in the Third Covid-19 Stimulus Package?

•   WSJ: Third Stimulus Check: Who is Eligible for the $1,400 Payment and When Are They Coming?

•   WSJ: What to Know About Unemployment Benefits in $1.9 Trillion Covid-19 Relief Bill

•   WSJ: Covid-19 Stimulus Bill Contains Biggest Change to Obamacare Since 2010

•   WSJ: Argentina Tries to Tax and Spend Its Way Out of an Economic Crisis

•   WSJ: EU to Make Fund Managers Back Up Sustainability Claims

•   WSJ: This Isn’t Inflation’s TIP-ping Point

•   WSJ: Volatility Hits the Sizzling SPAC Market

•   WSJ: Morgan Stanley Maps Out Short-Term Inflation Surge

•   WSJ: EU Seeks to Double Share of World Chip Market by 2030 in ‘Digital Sovereignty’ Drive

•   WSJ: SoftBank Put $400 Million Into Greensill Months Before Collapse

•   WSJ: A GE-AerCap Deal Would Add Pressure on Boeing and Airbus

•   WSJ: America’s Battery-Powered Car Hopes Ride on Lithium. One Producer Paves the Way.

•   WSJ: Texas Energy Fallout Tips Power Retailer Just Energy Into Bankruptcy

•   WSJ: Disney+ Streaming Service Reaches More Than 100 Million Subscribers

•   NYT: Biden Faces Challenge From Surge of Migrants at the Border

•   NYT: Looming Deadline and Last-Minute Changes Hinder Small-Business Relief

•   NYT: Move Over, Nerds. It’s the Politicians’ Economy Now.

•   NYT: Victims of Myanmar’s Army Speak

•   NYT: Bitcoin's Climate Change Impact Is Under Scrutiny

•   NYT: Tech’s Legal Shield Appears Likely to Survive as Congress Focuses on Details

•   NYT: Why Japan Is Holding Back as the World Rushes Toward Electric Cars

•   WP: House poised to take up $1.9 trillion stimulus package Wednesday, send to Biden to sign

•   WP: Experts worry about variant-driven surge

•   WP: Biden will nominate antitrust expert Lina Khan to Federal Trade Commission

•   WP: Brazil coronavirus: Outbreak spawns new variants, threats

•   FT: UK slams EU over ‘completely false’ claim of ban on vaccine exports

•   FT: EU governments back legal action against UK in Brexit row

•   FT: ‘Mask affair’ damages Merkel’s party ahead of key German polls

•   FT: Fresh wave of Covid infections will hit UK this year, experts say

•   FT: Buy-to-let landlords shrug off corporation tax increase

•   FT: Frost urged to cool tensions with Brussels over Brexit

•   FT: Business dismay at decision to drop plan for UK industrial strategy

•   FT: Admiral says US military losing its edge in Indo-Pacific

•   FT: How global high flyers get vaccinated in the UAE

•   FT: China M&A surges on Covid recovery as focus shifts inwards

•   FT: Rise of the retail army: the amateur traders transforming markets

•   FT: China becomes global player in refined crude oil industry

•   FT: Myanmar crackdown forces businesses to make stark choice

•   Bloomberg: BioNTech-Pfizer Could Have Capacity for 3 Billion Covid Vaccine Doses in 2022

•   Bloomberg: Biden’s Road Gets Even Harder Once Stimulus Clears Squeaker Vote

•   Bloomberg: Rick Scott Sees ‘Day of Reckoning’ on Debt After Biden Stimulus

•   Bloomberg: Biden’s Name Will Be Left Off Stimulus Checks to Speed Delivery

•   Bloomberg: Where Are U.K. Interest Rates Going: Bank of England Eyes Jobs Over Inflation

•   Bloomberg: By the Numbers: China Lays Out Ambitious Five-Year Targets

•   Bloomberg: India to Buy Predator U.S. Armed Drones to Counter China, Pakistan

•   Bloomberg: Masatoshi Akimoto, Ally of Japan’s PM Suga, Pushes to Ditch Nuclear Power

•   Bloomberg: Brazil’s Top Court May Upend Carwash Graft Probe Convictions

•   Bloomberg: ECB Increases Bond Buying After Warnings About Higher Yields

•   Bloomberg: China Stock Market Rout Shocks Investors, Tests Limit of State Intervention

•   Bloomberg: Fear That Fed’s Main Rate Will Drop Too Low Is Starting to Abate

•   Bloomberg: South Korea’s Coupang Upping Price Range in $4 Billion U.S. IPO

•   Bloomberg: Giant Oil Tankers Are Losing Almost $7,000 a Day Amid OPEC Cuts

•   Bloomberg: Gates-Backed Startup Joins Race to Make Green Hydrogen Cheaper

•   Bloomberg: China’s Green Push Kicks Off With a New $10 Billion Coal Project

•   Bloomberg: Most Investors Fail to Back Climate Resolutions: Green Insight

•   Bloomberg: Global Securities Watchdog Targets Greenwashing in ESG Plan

•   Bloomberg: In Their Own Words, Big Oil Warms to Climate and Shuns Growth

•   Reuters: China launches COVID-19 vaccination certificates for cross-border travel

•   Reuters: U.S. government to ship 18.5 million doses of COVID vaccine this week, White House says

•   Reuters: Exclusive: J&J 'under stress' to meet EU second-quarter vaccine supply goal - source

•   Reuters: WTO boss seeks boost for COVID-19 vaccine production, gets backing

•   Reuters: WTO members urge DG to hold urgent talks with COVID-19 vaccine developers - document

•   Reuters: Exclusive: Quad nations meeting to announce financing to boost India vaccine output - U.S. official

•   Reuters: Energy Secretary Granholm says U.S. needs to produce more EV minerals

•   Reuters: French economy should recover quickly once COVID curbs ease -Le Maire

•   Reuters: How Toyota thrives when the chips are down

•   Reuters: India asks refiners to diversify, cut reliance on Middle East oil after OPEC+ decision

•   Reuters: Exclusive: LG hopes to make new battery cells for Tesla in 2023 in U.S. or Europe - sources

•   Reuters: Factbox: The foreign firms doing business in Myanmar

•   Reuters: Analysis: Dollar snapback may jolt post-pandemic recovery

•   Reuters: Analysis: Peru election fog raises investor concerns as sol currency already at record lows

•   AP: Biden hopes to boost offshore wind as Mass. project advances

•   CNN: The pandemic forced a massive remote-work experiment. Now comes the hard part

•   CNN: Here's what hourly workers and small business owners think of a $15 minimum wage

•   CNBC: Covid: Fauci warns U.S. cases may 'plateau again at an unacceptably high level'

•   CNBC: Biden wants Yemen war to end, but may have worsened it, analyst says

•   CNBC: The Nord Stream 2 dilemma: Why a trans-Atlantic dispute is likely to go from very bad to even worse

•   CNBC: Apple accused of breaching EU privacy law by French start-up group

•   CNBC: Tech investing: Nomura says buy these stocks as chipmakers headed for boom

•   SCMP: China and US in talks for top-level relationship reset meeting in Alaska

•   SCMP: China’s debt-reduction campaign a 2021 priority as coronavirus drives surge in borrowing

•   SCMP: China ratifies RCEP trade deal three months ahead of schedule, urges other members to follow suit

•   SCMP: US-China relations: investment environment improving for American firms, AmCham survey shows

•   SCMP: China-Australia relations: BHP makes another anti-pollution deal with major Chinese steel producer

•   SCMP: Coronavirus: Chinese scientists find selenium may be a dirty secret behind low infection rates

•   SCMP: EV battery supply chain firms seek diversification as Biden order shines more light on China reliance

•   Xinhua: China's Sinopharm COVID-19 vaccine safe and potent: Hungarian virologist

•   Nikkei Asia: Tokyo Olympics to ban foreign spectators as COVID precaution

•   Nikkei Asia: Japan and US to single out China at '2-plus-2' meeting

•   Nikkei Asia: Nissan and Mitsubishi to roll out electric minicar for under $18,000

•   Mint: Single-day Covid vaccinations in India cross 20 lakh-mark for first time

•   Hindustan Times: Infrastructural spends, PLI projects to drive growth next fiscal: Report | Hindustan Times

•   매경(P1): [단독] 네이버-이마트 지분 맞교환…反쿠팡연대 추진

•   매경: [단독] 쿠팡 로켓배송에 맞서…이마트, 네이버 올라탄다

•   매경: 동맹의 힘으로…네이버 '새 성장동력' 시동

•   매경: 신세계, 이베이 품으면 단숨에 빅2…이커머스 시장 판 흔드는 '인수전'

•   매경(P1): 투기 사실이면 신도시 취소?…여당 한마디에 주민들 화들짝

•   매경(P1): 삼성전자 임직원 11만명 육박…1년새 4000명 이상 늘었다

•   매경(P1): [알립니다] 항공우주 강국을 향한 飛上…해외자문단 6인에게 듣는다

•   매경: "집값도 폭등, 밥값도 급등" 엥겔지수 20년만에 최고

•   매경: [단독] 신고리 원전 잔혹사…탈원전에 밀리고, 반 기업법에 치이고

•   매경: [단독] 탈원전 했더니…'에너지차관' 산자부에 선물줬다

•   매경: LH에 밀린 추경…또 졸속 심의하나

•   매경: 韓 수주한 '바라카 원전'…UAE, 2호기도 운전허가

•   매경: "규제 전에 받아둬야"…은행 신용대출 나흘새 1조 급증

•   매경: 삼성전자 연봉킹은 김기남 부회장 83억원

•   매경: [단독] 삼성SDI, 中배터리 공장 대규모 증설

•   매경: 잘나가는 K조선…또 1.6조 수주

•   매경: "해고 노조원이 사업장점거 못하게 해달라"

•   매경: LG전자, LTE 특허소송서 中이겼다

•   매경: "수익이냐 ESG냐" 큰손들, 대기업 투자 골머리

•   한경(P1): "선거 앞두고 발목 잡힐라" 'LH 방지법' 서두르는 與

•   한경(P1): 신사업 하자는 직원, 뜯어말리는 임원…네이버에 무슨 일이?

•   한경: 예비 유니콘들이 韓 떠나는 이유

•   한경: 네이버 사업 중심축, 韓서 日로…대형 투자도 해외 집중

•   한경: 이해진 "돈 안 벌어도 되니, 사회갈등 유발하는 사업 피하자"

•   한경(P1): '상사' 떼는 종합상사

•   한경: 치솟는 LNG·석탄 가격…힘실리는 포스코인터·LG상사 실적

•   한경: 수출 신화 '상사맨' 역사 속으로…이젠 그룹 '新사업 돌격대'

•   한경: [단독] SK, 美 수소기업 플러그파워 SPC 지분 절반 현금화

•   한경: 성과측정 못하면 '아웃'…핵심사업도 던지는 SK '매각 3원칙'

•   한경: 시련기 맞은 BBIG…금리 상승 멈출 때까지 증시 변동성 커질 듯

•   한경: "조정장 4월까지 이어지겠지만 2900선 깨지지 않을 것"

•   한경: LG 전장, 유럽 이어 美서도 두각

•   한경: 캐터필러 올해 20% 올랐는데…부품 공급사 진성티이씨는 '게걸음'

•   한경: "온실가스를 바이오 물질로 전환"…미생물 활용한 '인공광합성' 성공

•   서경(P1): 바이든 '경제 연대' 압박···遠中近美 나선 한국기업

•   서경(P1): [시그널] SK바이오사이언스 청약 첫 날 14.1조 몰렸다···지난해 최고 카카오게임즈 육박

•   서경: 가계·기업·정부 빚 400조 폭증···금리상승發 트리플 충격 오나

•   서경: ELS·공모주·채권형 펀드···증시자금 안전지대로 피난 행렬

•   서경: ① "유동성 잔치 끝나간다"···美 국채금리 '과속'이 두려움 키워

•   서경: "자산시장 변동성 더 커질 가능성··· 기존 포트폴리오 조정보단 유지"

•   서경: 서학개미, 美 성장주 '빅6' 급락에 4.4조 날렸다

•   서경: 中공장 철수 도미노·인원 감축...국내기업, 동남아 등으로 GVC 다변화

•   서경: 주담대 받은 1주택자, 실제 집 팔았나 점검한다

•   서경: 코로나19 불확실성에··· 은행 LCR 규제 완화 9월까지

•   서경: 서울 아파트 절반이 집값 9억 넘는데···일부은행 '전세 반환 대출' 제한

•   서경: 현대차, 올 상반기 美 워싱턴에 도심항공모빌리티 거점 운영

•   서경: 고령층 접종 속도 내나···‘AZ 백신 허용’ 10일 결정

•   서경: [시그널] 'LNG선 호황'에 HSD엔진 투자자 자금 회수 '순항'

•   조선(P1): 신도시 발표전 거래된 땅, 42%가 ‘지분 쪼개기’

•   조선(P1): 민주당 지도부 “변창흠 경질해야”… 대통령에 요구 방침

•   조선: 이젠 자동차회사가 을, 그럼 갑은? 배터리회사

•   조선: 늦어도 너무 늦었던 LH 압수수색… 증거인멸 시간은 충분했다

•   조선: 압수수색 전날 밤, LH 본사 건물은 환하게 빛났다

•   조선비즈: 착한 자동차가 달린다... 차 업계에 부는 ESG 바람

•   조선비즈: 3기신도시 땅 주인들 "투기의혹 밝힐 때까지 LH에 못 팔겠다"는데… 7월 사전분양 밀어부친다는 정부

•   조선비즈: LCD 패널 가격 상승에 TV 제조원가 부담…삼성은 울고, LG는 웃고

•   조선비즈: SK·LG '배터리 합의' 지지부진…中·日은 연합군 구축해 투자 가속

•   IT조선: 님비현상 직격탄 수소차 충전소

•   동아(P1): [단독]LH직원 집에 ‘개발지도’… 신도시 밖 투기도 조사

•   동아: [단독]“백신 7900만명분 구입비 3조8067억… 도스당 22달러에 계약”

•   동아: 꼭 접종, 왜? ①사망률 줄고 ②부작용 작고 ③젊은층 맞아야 종식

•   동아: 2차 접종위해 비축한 백신, 1차에 사용 검토

•   문화(P1): “韓정부 지출증가, 재정준칙 맞지 않고 지속 불가능”

•   문화: “소득불평등 대응 위한 코로나지원금, 보편지급은 비효율적”

•   한국(P1): [단독] 기획부동산 먹잇감 된 창릉지구… '지분 쪼개기'로 7억대 차익

•   서울: “삭제 530건 중 월성 관련은 53건뿐” 산업부 공무원 “원전과 무관” 주장

•   한겨레: 중소기업 현장에 부는 ESG 바람…신산업으로 그린뉴딜 이끈다

•   경향: “2050년 탄소중립 목표 달성 위해 금융이 나서자”

•   머니투데이(P1): [단독]삼성 美 반도체 증설 협상 난항…與, 국내 유턴 타진

•   머니투데이(P1): 커지는 '노조할 권리' 쪼그라드는 '기업할 권리'…균형이 무너졌다

•   머니투데이: '노조 일'만 하는데 임금 보장…기업들 '연 6000억' 부담

•   머니투데이: 대체근로'에 실패로 끝났던 美 항공사의 대형 파업

•   머니투데이: 노조편 드는 與, 무력한 野…재계 호소에도 보완 논의 無

•   머니투데이: ILO 핵심협약 비준' 이뤘지만 아직 갈 길 멀다는 노동계

•   머니투데이: "해외직구도 2~3일이면 받는다"…4.1조 직구시장으로 번진 무한 속도경쟁

•   머니투데이: 풍력강국 덴마크는 왜 인공섬에 38조원을 쏟아부을까

•   헤럴드경제(P1): 젊고 국적도 다양...이사회 깐깐해진다

•   헤럴드경제(P1): [단독]8·4대책, 신용대출 규제 직전...공무원 빚투 폭발적으로 늘었다

•   헤럴드경제: 전기차 배우러 현장으로...사외이사도 신사업 ‘열공 중’

•   파이낸셜뉴스: "경제활동 살아나 인플레 가능성.. 금융 변동성 면밀히 지켜볼 것"

•   파이낸셜뉴스: 해외IB들, 한국 올 성장률 3.6%로 상향

•   파이낸셜뉴스: 미래지향 ‘EV6’… 기아 첫 전용전기차 공개

•   디지털타임스(P1): ‘제2의 LH’의혹 포스코… 미공개정보로 30억대 자사주 샀다

•   이데일리(P1): '묻지마' 편성한 4차 재난지원금…3차도 절반이나 남았다

•   이데일리: 돈이 없어서, 신청 안해서…안주고 못받은 재난지원금 5조 육박

•   이데일리: 방역알바 1만4000원·방송제작 8720원…재정일자리 시급 '주먹구구'

•   이데일리: 韓경제 좌우할 핵심 변수 `국제유가`..연내 배럴당 80달러 가나

•   이데일리: 稅파랗게 질리는 기업들..'기부'도 맘대로 못 한다

•   이데일리: 후쿠시마 사고 후 10년…韓 안전 연구 2배 증가, 전공자·기업수는 줄어

•   연합: 오늘 400명대 중후반…1주 일평균 지역발생 2.5단계 재진입할듯

•   연합: '밥상물가' 이어 에너지·공공요금도 줄줄이 오르나

•   아주경제: [中태양광 굴기]중국, 녹색경제 드라이브...태양광·풍력 확대

•   비즈니스포스트: 두산중공업, 최고재무책임자 박상현 사내이사 선임안건 주총에 상정

•   아시아투데이: 해상풍력에 54조 쏟아붓는 공기업 ‘우려 반 기대 반’

•   reNews: Offshore wind O&M market to ‘hit $12bn by 2029’

•   에너지경제: 내달 RPS 입찰 앞두고 신재생E 단가 급등…고정계약 가격 상승 기대

•   전기신문: 삼척석탄화력 출자자 대한 무리한 특혜에 공익감사 청구

※   두산중공업은 제출기한인 2020월 8월 23일까지 보증서를 내지 못했고 주요 금융조건 규정에 따라 기한이익상실 사유가 발생

•   Equipment Journal: John Deere is realigning its forestry tech to deliver new solutions

•   대한경제: 26일 슈퍼주총데이... 상장사들 “주총준비 부담 커 하순에 몰렸다”

•   OilPrice.com: Tesla Faces Heavy Competition In Booming EV Market

•   OilPrice.com: U.S. Sells 10 Million Barrels Of Oil From Strategic Petroleum Reserve

•   OilPrice.com: Is South Korea’s Monster Wind Farm Feasible?

•   OilPrice.com: How Oil Could Go To $100 Per Barrel

•   전자신문(P1): 러 국영기업, 한국 배터리 기업 인수...'K-배터리' 글로벌 M&A 타깃 부상

•   전자신문: 삼성전자 '팀 비스포크' 결성…"가전 생태계 확장"

•   전자신문: 28GHz 대역 5G 시험검증반 가동... 상용화 가능성 점친다

•   전자신문: 미풍' 머문 해상풍력…"한전 '디벨로퍼' 등판해야"

•   전자신문: 반·디 업계, 선제적 '탄소중립' 선언…R&D·투자로 초격차 벌린다

•   전자신문: 대덕전자, 비메모리 반도체 기판 확 키운다…"FC-BGA 증설에 700억 추가 투입"

•   디지털데일리: 'EUV' 삼성·SK vs 'ArF' 마이크론…차세대 D램, 승자는 [IT클로즈업]

•   Phone Arena: Samsung forecast to recapture first place from Apple among phone manufacturers this quarter

•   Robotics & Automation News: Bosch produces its first semiconductor wafers through ‘fully automated’ fabrication process

•   Robotics Tomorrow: Picking the Unknown - Robust and Flexible Robotic Automation in Logistics

•   Dronelife: FAA Drone Registration Down by 50%: Why?

[Opinions]

•   Project Syndicate(James A. Robinson): Why Trumpian Populism Failed

•   Project Syndicate(Yuen Yuen Ang): Yuen Yuen Ang Says More…

•   Project Syndicate(Barry Eichengreen): Who Needs a Digital Dollar?

•   Project Syndicate(Dani Rodrik): How Economists and Non-Economists Can Get Along

•   Project Syndicate(Bennett Ramberg): Is Nuclear Peace with North Korea Possible?

•   Project Syndicate(Brahma Chellaney): China’s Himalayan Salami Tactics

•   Project Syndicate(Nancy Birdsall, Brian Webster): Unleashing the Climate Market

•   FT(Editorial Board): China is falling short on its climate pledge

•   FT(Editorial Board): A touch of Frost hits UK-EU relations

•   FT(Martin Wolf): Humanity is a cuckoo in the planetary nest

•   FT(Janan Ganesh): The decline of democracy is not America’s responsibility

•   FT(Sarah O'Connor): Trade unions are back after a long absence

•   FT(Henry Foy): Covid vaccine diplomacy is a dilemma for foreign embassies in Russia

•   FT(Dambisa Moyo): There are good reasons for business leaders to invest in bitcoin

•   FT(Benjamin Parkin): India tests the business model for delivery of anything, anytime

•   FT(Thushka Maharaj): Bond sell-off is a foretaste of things to come

•   FT(Michael Stott): Lula is back: Bolsonaro’s old nemesis returns to haunt him

•   FT(Lex): US non-bank mortgage lenders: the small short

•   WSJ(Walter Russell Mead): How Do You Solve a Problem Like Korea?

•   WSJ(William A. Galston): America Wakes Up to the China Threat

•   WSJ(William McGurn): Mike Pence Goes From Hero to Villain

•   WSJ(Judy Shelton): Fed Policy Is Smothering Private Lending

•   WSJ(Jonathan Kolatch): Japan Can Lift the Covid Cloud From the (Delayed) 2020 Olympics

•   WSJ(Roger Marshall): One Shot Is Better Than None

•   NYT(Paul Krugman): Will Stagnation Follow the Biden Boom?

•   WP(Editorial Board): The filibuster has changed before. It’s time to reform it again.

•   WP(Josh Rogin): The Biden administration confirms some but not all of Trump’s Wuhan lab claims

•   WP(Megan McArdle): Stimulus checks are the most indefensible part of the covid relief bill

•   WP(Govind Persad, Emily A. Largent, Ezekiel J. Emanuel): Age-based vaccine distribution is not only unethical. It’s also bad health policy.

•   Bloomberg(Noah Smith): Cash Is Turning Out to Be the Most Effective Welfare

•   Bloomberg(Brian Chappatta): GameStop Is Soaring Again, But Why Aren’t Its Bonds?

•   Bloomberg(John Authers): The Stocks Rotation Ride Is Real, and Violent

•   Bloomberg(Barry Ritholtz): Wall Street Hype Has Evolved Since the Dot-Com Era

•   Bloomberg(Jonathan Bernstein): Making Senators Orate Won’t Blunt the Filibuster

•   Bloomberg(Joe Nocera): Biden Puts Antitrust Revolution Into Practice

•   Bloomberg(Peter R. Orszag): Superstar Companies Know How to Deploy Digital Capital

•   CNN(Kent Sepkowitz): The great news from the CDC

•   CNN(David A. Andelman): The case for issuing Covid-19 vaccine passports

•   CNN(Michael Bociurkiw): What could make Myanmar's military junta back off?

•   MarketWatch(Mark Hulbert): Dow 32,000? If dividends counted, the index could be more than 1 million points higher

•   Fox Business(Phil Flynn): OPEC's sneaky oil move may leave energy markets thirsty

•   Reuters(John Kemp): Oil price spikes and permanent consumption losses

•   Reuters(Clyde Russell): China's lacklustre commodity imports throw spanner in new super-cycle works

•   Reuters(Andy Home): Battery metals buzz is back as Europe reboots EV sector

•   Reuters(Karen Braun): U.S. corn shipments already flirting with all-time highs

•   매경(사설): ESG는 전 세계 메가트렌드, 한국형 모델로 기회 만들자

•   한경(이동근): ESG 경영 위한 '넛지 정책' 필요하다

•   조선(한삼희): ‘저질러진 기후 붕괴’ 아직 한참 남았다