Business Intelligence Monitor 210311

(Introduction)

[Markets]

•   Global: Stocks climb as data eases inflation jitters

•   US: Chinese electric carmakers add $13.65 billion in value as Tesla surges

•   한국: 기관 매도에 코스피 5일째 하락…2,950대로 후퇴

•   한국: 금리·환율 상승에 길어지는 ‘혼돈장’···올 상승분 모두 반납

•   한국: 두산그룹주 거의 다 하락, 두산퓨얼셀 3%대 두산중공업 1%대 내려

•   한국: "이젠 2%대"…껑충 뛴 국채 금리, 주가 내리고 대출이자 오르나

•   Metals: Copper rises as speculative clearout makes way for further gains

•   Grains: Con, soy prices sag on profit-taking after USDA data

[Indicators]

•   US Feb. CPI: Higher Gas, Energy Prices Boost Consumer Inflation at Start of Year

•   US Feb. Fiscal account: U.S. Budget Deficit Widened to $1 Trillion From October Through February

•   US Feb. Construction backlog: Ongoing Construction Backlog Increase Boosts Contractor Confidence in February

•   US Weekly Mortgage rates·applications: Mortgage refinance demand plunges 43% from a year ago, as higher interest rates take their toll on borrowers

•   China Feb. CPI·PPI: China factory gate prices jump in February as producers pass on rise in raw materials prices

•   China Feb. New Yuan loans: China Feb new bank loans fall less than expected as c.bank tapers credit

•   한국 2월 금융시장 동향: ‘주택 영끌’에 ‘주식 빚투’ 열풍… 은행 가계대출 1000조 첫 돌파

•   Canada Benchmark rates: Bank of Canada Stands Pat on Stimulus Amid Job-Market Slack

[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 Passes $1.9 Trillion Covid-19 Stimulus Package; Biden Plans to Sign Friday

•   WSJ: Latest Stimulus Package Could Jolt U.S. Growth, Revive Inflation in 2021

•   WSJ: Third Stimulus Check: When Are the $1,400 Payments Coming and Who Is Eligible?

•   WSJ: Biden Seeks Deal to Buy Additional 100 Million Doses of J&J Covid-19 Vaccine

•   WSJ: Covid-19 Vaccines Targeting Multiple Variants Are in the Works at Moderna, Novavax

•   WSJ: China’s Rise Drives a U.S. Experiment in Industrial Policy

•   WSJ: For U.S. Farmers, China Is Back and Bigger Than Ever

•   WSJ: Massive Hacks Linked to Russia, China Exploited U.S. Internet Security Gap

•   WSJ: Brazil, Hit by Covid-19 Variant, Surpasses U.S. in Daily Cases and Deaths

•   WSJ: Booming Electric-Vehicle Demand Supercharges Lithium Prices

•   WSJ: GE to Wind Down GE Capital After Shedding Jet-Leasing Unit

•   WSJ: GE, AerCap Deal Adds Pressure on Boeing and Airbus

•   WSJ: Northvolt Purchases U.S. Startup Cuberg to Boost Battery Technology

•   WSJ: These Businesses Thrived in Lockdown. Can They Keep It Up Now?

•   WSJ: Facebook Seeks to Dismiss Antitrust Suits, Saying It Hasn’t Harmed Consumers

•   NYT: Biden Got the Vaccine Rollout Humming, With Trump’s Help

•   NYT: Two variants may account for half of New York City’s virus cases, health officials said.

•   WP: How the $1.9 trillion U.S. stimulus package compares to other countries’ covid spending

•   WP: Biden wants to sell the stimulus, but the White House is still figuring out how

•   WP: Democrats’ messaging shifts as they pass Biden relief bill: From economic crisis rescue to poverty relief

•   WP: President Biden’s second big bill may be China package pushed by top Senate Democrat

•   WP: The leaked U.S. plan to end the war in Afghanistan

•   WP: Xi’s Gambit: China Plans for a World Without American Technology

•   FT: Brussels hits back in vaccine exports row with UK

•   FT: Regional government collapses in Madrid

•   FT: Pandemic blamed for falling birth rates across much of Europe

•   FT: Confidence of US chief executives soars as vaccines and stimulus arrive

※   Business Roundtable: Business Roundtable CEO Economic Outlook Index Signals Optimism for Economic Recovery

•   FT: Brazil’s Lula da Silva returns to political fray with Bolsonaro attack

•   FT: China’s economic plan short on climate goals as ministries tussle

•   FT: Sinopharm faces battle to turn Covid vaccine into a global success

•   FT: Rebels step up attacks as Biden pushes for peace in Yemen

•   FT: Retail investor apathy threatens to derail Spac deals

•   FT: Car groups throw spanner in works of EU’s hydrogen drive

•   FT: Greenwashing in finance: Europe’s push to police ESG investing

•   FT: Will the bond market sell-off push the ECB to step up stimulus?

•   FT: Don’t expect shipping costs to buoy inflation

•   FT: Chip shortage turns to drought

•   FT: Russia seeks to make Sputnik V in Italy as overseas demand surges

•   Bloomberg: U.S. Infrastructure Could Pass Committee in May, Chair Says

•   Bloomberg: Global Stimulus Spending Is Not Green Enough Yet

※   With only 2.5% of government spending going to green activities,

•   Bloomberg: Income Inequality: The Countries Where the Rich Are Getting Richer

•   Bloomberg: Covid Pandemic Made Racial, Income Inequality Much Worse

•   Bloomberg: U.S., China Envoys to Hold First In-Person Meeting in Alaska

•   Bloomberg: U.S. Commander Skeptical on North Korea’s Claim of New Missile

•   Bloomberg: Almost 500,000 U.S. Businesses Opened Since Pandemic Start

•   Bloomberg: ECB Weighs Pace of Stimulus as Bond Rout Spurs Calls to Act

•   Bloomberg: IMF Sees Upside in Delaying Argentina Deal After October

•   Bloomberg: Canadian Housing May Be in a History-Making Bubble, David Rosenberg Says

•   Bloomberg: China’s Binge on Iranian Oil Clogs Up Ports and Storage Tanks

•   Bloomberg: Saudi Arabia Vows to Protect Oil Facilities After Drone Strike

•   Bloomberg: BOJ Is Said to Seek Freer Yield Fluctuations After Policy Review

•   Bloomberg: Asia’s Biggest Rate-Hike Bets Mount in India as Swaps Surge

•   Bloomberg: Copper Wobbles Mask Ongoing Demand Strength, Top Supplier Says

•   Bloomberg: Supply Chains Latest: U.K. Revives Thatcher-Era Freeports

•   Bloomberg: GE Topples Vestas as World’s Biggest Wind Turbine Maker

※   BNEF: Global Wind Industry Had a Record, Near 100GW, Year as GE, Goldwind Took Lead From Vestas

•   Bloomberg: EU Carbon Price Hits a Record 41 Euros as Rally Speeds Up

•   Bloomberg: Investors Lining Up for Hydrogen Subsidies in Top Copper Miner

•   Reuters: Germany cautions against expectations of massive vaccine boost in April

•   Reuters: Vaccine deliveries under COVAX vaccine-sharing scheme

•   Reuters: Rich, developing nations wrangle over COVID vaccine patents

•   Reuters: Exclusive: Biden North Korea review expected 'in next month or so' - senior U.S. official

•   Reuters: U.N. Security Council wrestles with threat of action over Myanmar coup

•   Reuters: Spain's Tourism minister says vaccine passport could start in May

•   Reuters: Exclusive: Pfizer wants to make vaccine in India if faster clearance, export freedom assured - sources

•   Reuters: U.S. power use to rise in 2021 as governments ease lockdowns: EIA

※   EIA: Short-Term Energy Outlook

•   Reuters: Copper prices to hit record high in next 12 months, China's Maike says

•   Reuters: Analysis: Tightening conditions not yet frightening for Fed and co

•   Reuters: Analysis: With $1,400 stimulus checks set to hit bank balances, stocks could benefit

•   AP: After pandemic year, weary world looks back — and forward

•   AP: Why the pandemic left long-term scars on global job market

•   AP: Biden's first 50 days: Where he stands on key promises

•   AP: ANALYSIS: Communist Party seeking China’s ‘rejuvenation’

•   CNN: The 2021 stock market looks an awful lot like 2000. That's bad news for Big Tech

•   CNBC: A year after the pandemic struck, the U.S. economy is still struggling but coming around quickly

•   CNBC: Covid: Biden says he will announce the 'next phase' of the U.S. response Thursday

•   CNBC: Yellen promises local aid will be distributed quickly after stimulus is passed

•   CNBC: Europe is focusing on ‘tech sovereignty’ as tensions flare between the U.S. and China

•   CNBC: Biden administration won’t enforce Trump-era ESG rule for 401(k) plans

•   CNBC: France’s love affair with nuclear power will continue, but change is afoot

•   CNBC: India is turning to ‘green hydrogen’ in a bid to decarbonize its economy

•   CNBC: Apple picks German city of Munich for major chip lab

•   Axios: Exclusive: Biden envoy says Iran elections not factor in timetable for nuclear talks

•   SCMP: China’s weakened consumer spending leaves ‘a lot of work to do’ in driving economic growth

•   SCMP: China’s ‘two sessions’: Beijing promises level playing field but boosts support for state firms

•   SCMP: China’s debt-laden local governments urged not to ‘blindly expand’ post-Covid infrastructure projects

•   SCMP: China’s rising factory-gate prices show ‘market’s concerns about the inflation outlook have emerged’

•   SCMP: China’s coal imports from Russia may increase as supply from Australia ‘expected to decline’

•   SCMP: Philippines: ‘Bloody Sunday’ killings show Rodrigo Duterte’s brutal presidency isn’t letting up in his last full year

•   Global Times: Steel-making province in China cuts output, to impact ore imports

•   Xinhua: Xi Focus: Xi's "two sessions" messages point way for China at historic development juncture

•   Xinhua: China's top political advisory body wraps up annual session

•   Nikkei Asia: Japan limits foreign airlines to 100 passengers per flight

•   Nikkei Asia: Analysis: Xi Jinping's two cups signal there's plenty of hot tea left

•   Nikkei Asia: Biden foreign policy team to embark on Indo-Pacific tour

•   Nikkei Asia: Mahathir keeps Malaysia, rivals and family guessing on next election

•   Nikkei Asia: Apple slashes planned iPhone 12 mini production for 1H

•   Economic Times: Apple iPhone 12 Production: Apple says starting production of 5G-ready iPhone 12 in India soon

•   Business Standard: Housing sales likely to drop 34% in FY21 in volume terms: India Ratings

•   Hindustan Times: The ‘missing middle’ in India’s economic recovery | Hindustan Times

•   매경(P1): 땅투기 의혹에…광명 공무원 "농사" 시흥 공무원 "상속"

•   매경: 文 "LH사태, 용납할수 없는 비리"…3기 신도시 불똥 차단

•   매경: LH 후폭풍에 민생·경제법안 후순위로 밀리나

•   매경(P1): 박영선 되면 구도심 '호호'…오세훈·안철수 되면 재건축 '날개'

•   매경: 주택공약 실현 가능성' 오 - 박 - 안 順…'집값 안정 효과'는 비슷

•   매경: 서울시장 與野따라…2·4 대책도 '갈림길'

•   매경: 朴 "평당 천만원" 吳"1주일내 재건축 푼다" 安 "75만 가구"

•   매경(P1): 소형주 매수 주의보…중소기업 2곳 중 1곳 이자 못내는 '좀비기업'

•   매경: "정부 눈치에 좀비기업까지 빌려줘"…중기대출 500조 훌쩍

•   매경: 부실채권·부도기업 줄었다고?…'코로나 착시' 불과

•   매경: 만기연장·이자유예 130조 넘어섰는데 정부는 "문제없다"

•   매경: 美 동맹강화 순방 시작…한국, 바이든외교 첫 시험대

•   매경: 서해 '떠다니는 원전' 끝내 밀어붙이는 中

•   매경: "디지털 퍼스트!" 외친 사장님, 회사 이전 땐 풍수지리 본대요

•   매경: "유행이라고 따라하는 디지털은 실패…직원을 믿어야 뿌리내린다"

•   매경: LG화학, 새 먹거리는 '그린플라스틱'

•   매경: LG엔솔, 美공장 건설 추진…테슬라 新배터리 공급하나

•   매경: 값 낮추고 성능은 6배…삼성 "SSD도 초격차"

•   매경: [View&Outlook] ESG 지표가 새로운 투자 기준…'착한기업'에 글로벌 자금 몰려

•   한경(P1): 주식의 시대…증권계좌 4000만개

•   한경: 연애보다 종목상담하는 2030…"주식 빼면 대화가 안돼요"

•   한경(P1): 세부계획도 수요조사도 긴급성도 없다…'3無 공공알바' 추경 예산

•   한경: "이런 황당한 사업은 처음"…정부의 깜깜이 '세금 알바' 추경

•   한경: 문재인 대통령 "4차 지원금 농민도 주겠다"

•   한경: "300만원 준대서 신청, 취업은 나중에"…국민취업지원제도의 '민낯'

•   한경(P1): [단독] 실적 탄탄해진 대우건설, 3년 만에 다시 매물로 나왔다

•   한경: 해외 출장 기업인, 내달부터 코로나 백신 맞는다

•   한경: "삼성 반도체공장 외국에 빼앗기면 안돼"

•   한경: [단독] 美 상장으로 5조 모으는 쿠팡…땅 100만평 투자한다

•   한경: "인플레 우려 과하다" vs "물가 심상찮다"

•   한경: 중국서 2조 적자 '쇼크'…현대차, 확 뜯어고친다

•   한경: 반도체 수급난 SSD로 불똥…"삼성전자도 납기 미뤘다"

※   DRAMeXchange: 【Market View】Prices of Client SSDs for Notebook Computers to Enter Early Uptrend in 2Q21 with 3-8% Increase QoQ, Says TrendForce

•   한경: 수소 연료전지 오래 쓰는 촉매 기술 개발

•   한경: 삼성 "보급형폰 갤A도, 갤S처럼 글로벌 언팩"

•   한경: "삼성전자 목표가 11만원"…이례적 보고서 내놓은 노무라

•   한경: 삼성전자·하이닉스' 팔아치우는 외국인들…이대로 괜찮을까?

•   한경: "1억씩 내려도 전세 안나가요"…초조한 대치·목동 집주인들

•   서경(P1): 親勞 법안 또 발의··· '파업 권리' 키운 與

•   서경: 또 勞 환심사기···파업 손배 면책에 구조조정도 쟁의 대상 포함

•   서경: 우려 목소리 쏟아낸 기업들 "현 노조법만으로도 몸살뻔한데··· 더 강화되면 노동계 포로로 전락"

•   서경: "사회적 대화 勞에 기울어"···이동근, 경사노위에 직격탄

•   서경(P1): [시그널] 이번에는 SK바사···공모주 청약에 64조 몰려 '신기록'

•   서경(P1): 中·日·유럽 공습···위협 받는 K배터리

•   서경: 中은 정부 보호·EU는 新 밸류체인···K배터리 안심하다간 역주행

•   서경: '꿈의 배터리' 액셀···글로벌 스타트업도 봇물

•   서경(P1): 주변 땅 80% 폭등에도···정부, 신도시만 '셀프 조사'

•   서경: [단독]“원전·석탄발전 사업권 박탈 지나쳐”...‘에너지전환법’ 독소조항 들어내기로

•   서경: 한정애 환경부 장관 “소형 모듈 원자로, 기존 원전과 분리해 생각해야”

•   서경: 50돌 맞은 KDI "포용적 사회 위한 해법 제시에 매진"

•   서경: EU, 칩 부족에 “삼성 등 오라”지만···美 이어 굳이 유럽에도 지을까

•   서경: 대형선 쓸어담은 韓 조선, 中과 격차 두배로 벌렸다

•   서경: 車 반도체 '품귀'를 기회로...내년까지 기술개발에 2,000억 쏜다

•   서경: [단독] 정비구역 일몰 단 1회만 연장...주택 공급 차질 빚나

•   서경TV: 코로나의 역설...우울증 늘었지만 '극단적 선택' 줄어

•   조선(P1): 비상 걸린 4월 백신 확보

•   조선(P1): 유엔 “한국, 대북협상때 인권문제 다뤄야”

•   조선(P1): [NOW] 새로 뽑는 사외이사, 31%가 여성

•   조선: 재택 늘고, 전기차 충전구역 의무화… 아파트 ‘주차 아우성’

•   조선비즈: 한수원, 체코 원전 수주 놓고 미·러와 경쟁...국내 탈원전 정책이 약점

•   조선비즈: 65세 이상에 아스트라제네카 접종하나…오늘 오전 발표

•   조선비즈: '코로나 진단 1시간' 신속 PCR 속속 도입…대면사회 복귀 기대감 쑥

•   IT조선: 네이버·카카오, 조용히 '자율주행' 탑승

•   중앙(P1): “제주 2공항 건설 추진”

•   중앙: 의료진 ‘백신 쥐어짜기’…10인분으로 13명까지 맞힌다

•   중앙: 부임 두달 일본 외무상 못만난 강창일 “최악 상태 체감”

•   중앙: 식료품 이어 교통비·수도료도 들썩…‘나쁜 인플레’ 오나

•   동아(P1): 한미, 방위비 ‘6년 협정’ 합의… 2025년까지 年평균 6.3% 인상

•   문화(P1): 서울, 세계도시 잠재력 42위… 5년간 30계단↓

•   문화: 올 토지보상금 60조… 부동산·증시 ‘불쏘시개’로 돌아오나

•   문화: “원전, 기후변화 대응 핵심적 역할 분명”

•   문화: <현안 인터뷰-조환익>“탈원전이라니, 지시적 용어 아닌가… 이념이 밀어붙인 비현실적 무리수”

•   한국(P1): 주거복지로드맵 택지도 ‘활활’…정부 손대면 땅값 상승

•   한국: 시장 "인플레 온다" VS 당국 "아직 멀었다"...누구 말이 맞을까?

•   머니투데이(P1): 반도체 품귀에…'인재 쟁탈전'도 뜨겁다

•   머니투데이(P1): [단독]3기 신도시 땅주인 2만명, 1800명은 이미 보상 받았다

•   머니투데이(P1): LG 생활가전, 1분기 '매출 6조' 넘긴다…글로벌 1위 초읽기

•   머니투데이: 하나금융, 신한은행도 '탈석탄'…금융권 물들인 ESG

•   머니투데이: 文대통령, G7정상회의 전 백신접종…AZ? 화이자? 종류는

•   헤럴드경제: “투기 잡고 수요 눌러라”...그 때는 맞고 지금은 다 틀렸다

•   헤럴드경제: ‘공공 만능주의’ 가격·공급 다 놓쳤다

•   헤럴드경제: 뒤늦게 공급확대 돌아섰지만...“민간공급·신뢰회복 급선무”

•   파이낸셜뉴스(P1): 전국명문고야구열전.. 김동연 전 부총리의 시구

•   파이낸셜뉴스(P1): '몸값 66兆' 쿠팡, 한국판 아마존 향해 뛴다

•   파이낸셜뉴스: 후쿠시마에서 교훈 얻은 한수원 모든 원전에 ‘지진자동정지’ 설비

•   파이낸셜뉴스: ‘탄소제로’ 美·日·유럽, 원전 확대 선회… 개도국도 41기 추진 [동일본지진 10년 원전의 현주소]

•   파이낸셜뉴스: "니켈 확보하라" 배터리업계 총력전

•   아시아경제(P1): [IT개발자 쟁탈전] 2000년대 컴공科 전성시대

•   아시아경제: [IT개발자 쟁탈전] '경력직 빼가기' 악순환…인력 왜 부족할까

•   아시아경제: [단독]현대차, 버스생산 일시중단 "코로나 탓 재고조절"

•   이데일리(P1): [ESG 인사이트]“기업 내부역량 파악 우선..지속가능한 ESG 내재화 필요”

•   이데일리: [ESG 인사이트]"산업 특성·기업 역량 맞춰 출발해야"

•   이데일리: [ESG 인사이트]"ESG 경영, 新성장 기회 창출로 이어져"

•   이데일리: [ESG 인사이트]"비재무적 요소가 더 큰 리스크..ESG 역행시 투자 수익 어려워"

•   이데일리: 마켓컬리선 30%더 비싼 삼겹살…통계·체감물가 괴리 낳았다

•   이데일리: 스마트폰 반도체 '품절'에 안심할 수 없는 삼성전자, "예의 주시"

•   이데일리: 'AZ 접종 50대 요양병원 종사자 사망신고'…"환자 아닌 첫 사례"

•   연합: 오늘도 400명대, 2.5단계 재진입…거리두기-5인금지 연장 가능성

•   연합: "석탄·LNG발전소, 향후 5년간 오염물질 5천t 초과 배출"

•   뉴시스: 금속노조 '두산중 사망사고' 엄정대응 촉구

•   뉴스핌: 두산건설 '삼척 센트럴 두산위브' 12일 견본주택 개관...736가구 규모

•   이투데이: 에너지차관, 靑 하명에 與 단독처리…정부 읍소에 곤란한 野

•   reNews: Solar developer plans 'major' green hydrogen project

•   에너지경제: [단독] "태양광사업 불법 땅 투기·공무원 인허가 비리 전수조사 또는 전방위수사 필요"

•   에너지경제: 예고되는 원자재 공급부족...전기차 등 친환경 에너지 비싸진다

•   이투뉴스: 산업부 "강력한 에너지 수요감축 방안 마련"

※   산업부: 2050 탄소중립 실현의 관건은 강력한 에너지 수요감축

•   Construction Equipment: Kobelco Plant to Suspend Production in May

•   Industrial Vehicle Technology: Hitachi unveils first next-gen wheel loader

•   OilPrice.com: Biden’s Policies Unlikely To Cause Crash In U.S. Oil Production

•   OilPrice.com: The U.S. Lost 120,000 Oil & Gas Jobs In 2020

•   OilPrice.com: Why Gasoline Prices Will Continue To Rise

•   OilPrice.com: Analysts ‘’Extremely Bullish’’ On China's Electric Vehicle Boom

•   전자신문: 가전업계도 'ESG' 열풍…친환경 요소 강화

•   전자신문: "애플카, 물건 떨어지면 자동으로 비춘다고?"

•   디지털데일리: 美中갈등 ‘부정적’ 코로나19 ‘긍정적’…삼성전자 5대 매출처로 본 韓 경제 이해득실 [IT클로즈업]

•   디지털데일리: 이유 있는 日 언론의 탄식…삼성, 반도체 '日 의존도' 낮췄다

•   디지털데일리: "OLED 확산세"…삼성D, 3년 만에 중소형 OLED 캐파↑

•   Phone Arena: TSMC and Apple reportedly discussed 2nm chips for future iPhone models

•   Phone Arena: Apple is building a billion-dollar 5G chip design center to wean off Qualcomm

•   Robotics & Automation News: New study reveals 80 percent of manufacturers see smart manufacturing as key to future success

•   Robotics Tomorrow: Case Study: A Coffee with the Robot

•   로봇신문: 중국 산업용 이동로봇, 지난해 수출 "날개 달아"

•   Modern Materials Handling: The connected lift truck battery

[Opinions]

•   Project Syndicate(Paola Subacchi): Janet Yellen’s New Financial Multilateralism

•   Project Syndicate(Margrethe Vestager, Josep Borrell): Why Europe’s Digital Decade Matters

•   Project Syndicate(Kemal Derviş): America’s Return to the World

•   FT(Editorial Board): Biden’s stimulus will affect the whole world

•   FT(Robert Shrimsley): UK policy towards China is riddled with contradictions

•   FT(Chetan Ahya): Why inflation is at risk of overshooting the Fed’s comfort zone

•   FT(Lex): ESG/BlackRock: greenwash should no longer wash in investment

•   WSJ(Holman W. Jenkins, Jr.): Wuhan Lab Theory a Dark Cloud on China

•   WSJ(Jason L. Riley): Biden’s $1.9 Trillion Great Society Remake

•   WSJ(Adam O’Neal): Mario Draghi Should Consider a Full Embrace of Politics

•   WSJ(Marty Makary): Covid Prescription: Get the Vaccine, Wait a Month, Return to Normal

•   NYT(Nicholas Kristof): What Can Biden’s Plan Do for Poverty? Look to Bangladesh.

•   NYT(Thomas B. Edsall): Democrats Are Anxious About 2022 — and 2024

•   NYT(Chye-Ching Huang): How Biden Funds His Next Bill: Shrink the $7.5 Trillion Tax Gap

•   WP(Jennifer Rubin): Thanks to the GOP, Biden doesn’t need to sign the stimulus checks

•   Bloomberg(Daniel Moss): Jerry Seinfeld and Haruhiko Kuroda Have One Thing in Common

•   Bloomberg(Noah Smith): Texas Is the Future — If Only It Doesn't Become California

•   Bloomberg(Mac Margolis): Lula’s Comeback Is Just What Brazil Didn’t Need

•   Bloomberg(Brian Chappatta): Fed Trapped by a Covid Exemption for Bank Leverage

•   Bloomberg(John Authers): The Tech Stocks Rebound Is a Dinosaur Brain Event

•   Bloomberg(Marcus Ashworth): Soaring Yields Oust the Euro as the ECB’s Biggest Problem

•   Bloomberg(Andy Mukherjee): Read India’s Tea Leaves in Bonds, Not Stocks

•   Bloomberg(Brooke Sutherland): GE’s Reset Leaves Fewer Places to Hide

•   Bloomberg(Gary Shilling): The Coming Economic Boom Will Be Just a Mirage

•   Bloomberg(Michael R. Strain): How Stimulus Could Backfire Against Low-Wage Workers

•   Bloomberg(Jonathan Bernstein): What Does the Stimulus Tell Us About Biden?

•   Bloomberg(Mark Gilbert): Why Won’t Libor Die? It’s Complicated

•   CNN(Mark Zandi): Our pandemic nightmare is almost over. We should all thank the US government

•   CNN(Thomas Balcerski): The first minimum wage and the battle for $15

•   Fox News(Tucker Carlson): The coronavirus will get worse -- our leaders need to stop lying about that

•   Fox News(Rand Paul): A mountain of debt, 'free money' is not the answer to our problems. Here's what is

•   Fox News(Marsha Blackburn, Bill Lee): How Biden's COVID bailout hurts red states and offers up big blue state payday

•   Reuters(Mike Dolan): Dizzying rotations and inflation rapids

•   Reuters(Clyde Russell): India's wish to diversify crude oil suppliers maybe hard to grant