Business Intelligence Monitor 210312

(Introduction)

[Markets]

•   Global: World stock markets hit two-week high as inflation worries abate

•   US: Coupang Shares Rise 70% in Debut

•   Eurozone: European bonds rally after ECB pledges to step up asset purchases

•   한국: 코스피 6일 만에 반등…외인 역대 2위 순매수

•   한국: 반도체 슈퍼사이클 올라탄 SK하이닉스 '훨훨'

•   한국: 두산그룹주 대부분 상승, 두산인프라코어 3%대 두산 2%대 올라

•   Brazil: Brazil's real set for biggest weekly rise in 2021 as cenbank steps up intervention

•   Metals: Copper rises towards 10-year highs as bullish mood grips markets

•   Grains: Soybeans drop to one-week low, wheat extends fall

•   Cryptocurrency: Bitcoin Approaches Record High as Risk-On Rally Accelerates

[Indicators]

•   US Q4 Household net worth: U.S. Households’ Net Worth Rose to Record $130.2 Trillion in Fourth Quarter

•   US Jan. Job openings: U.S. job openings rise in January, layoffs decrease

•   US Weekly Jobless claims: U.S. Jobless Claims Ease as Hiring Picks Up

•   Eurozone Benchmark rates: ECB pledges to step up pace of stimulus to counter market sell-off

※   ECB: Monetary policy decisions

•   China Feb. Car sales: China's auto sales surge four-fold in Feb, 11th straight monthly gain

•   한국 1월 관광통계: 1월 방한객 95% 감소, 日 관광객은 '16명' 불과

•   한국 3월 1~10일 수출: '반도체의 힘'···3월 1~10일 수출 25.2%↑

•   한국 주간 아파트 가격(부동산원): 신도시 투기 논란에도…시흥 아파트값, 두 달새 2억 '껑충'

•   Japan Jan. GDP(JCER est.): Japan's GDP contracted 0.8% in January: JCER

•   Japan Feb. PPI: Japan's wholesale price falls narrow in Feb. as pandemic impact eases

•   Brazil Feb. CPI: Brazil registers 0.86 pct inflation in February, highest for month since 2016

[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: Biden Signs $1.9 Trillion Covid-19 Stimulus Bill Into Law

•   WSJ: The Covid-19 Relief Bill Has Passed. Now Biden and the GOP Both Plan to Tell Voters What’s in It.

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

•   WSJ: Small Businesses Seek More Time to Apply for PPP Loans

•   WSJ: Behind on Rent? You May Qualify for Federal Assistance

•   WSJ: Federal Renter-Assistance Effort Thrown Into Doubt by Conflicting Court Rulings

•   WSJ: Covid-19 Vaccine From Pfizer-BioNTech Was 97% Effective at Preventing Illness in Israel

•   WSJ: Denmark and Norway Suspend AstraZeneca Covid-19 Vaccine Over Blood Clot Worries

•   WSJ: Covid-19 Variant Vaccine From Moderna Begins Human Testing

•   WSJ: Fiscal Stimulus, Vaccine Rollouts Brighten OPEC’s Oil Demand Forecasts

※   OPEC: MOMR March 2021

•   WSJ: Military Spending, Deficit Disputes Could Trip Up Democrats’ Ambitions

•   WSJ: Biden to Tap Former Fed Economist for Treasury Domestic-Finance Post

•   WSJ: Covid-19 Antibody Drug Effective in Study, GlaxoSmithKline and Vir Say

•   WSJ: After Coupang, Another South Korean Delivery Company Catches U.S. IPO Fever

※   Online grocer Market Kurly makes overnight deliveries

•   WSJ: Tesla Faces New Reality of Tough Competition

•   WSJ: China Lays Plans to Tame Tech Giant Alibaba

•   WSJ: Grab Is in Talks to Go Public Through a SPAC Merger

•   NYT: Biden, Champion of Middle Class, Comes to Aid the Poor

•   NYT: Blinken Will Meet Chinese Officials After Asia Tour Next Week

•   NYT: Electric Cars Are Coming. How Long Until They Rule the Road?

•   NYT: Relief Bill Gives Airline and Airport Workers a Reprieve, for Now

•   NYT: How China Plans to Control Hong Kong’s Elections and Elevate ‘Patriots’

•   NYT: Why $4-a-Gallon Gas May Be Coming Your Way This Summer

•   NYT: China’s Jaded Techies Find a Hero in Elon Musk

•   NYT: A Small Town and a Spray of Bullets in Myanmar

•   WP: Biden’s vaccine victories build on Trump team’s work

•   WP: Biden faces pressure to distribute vaccines abroad--yet they're still needed at home

•   WP: American, United airlines cancel thousands of layoffs because of American Rescue stimulus package

•   WP: Voting laws proposed by Republicans in 43 states would limit voter access - Washington Post

•   WP: House, Senate Democrats unveil $94 billion bill to improve Internet access

•   WP: The Health 202: The U.S. bought enough coronavirus vaccines for three times its adult population

•   FT: Brussels warns that AstraZeneca will miss already reduced targets

•   FT: J&J vaccine wins EU approval but rollout likely to be slow

•   FT: Brussels seeks to win round critics of EU-China deal

•   FT: Mario Draghi to shift Italy’s vaccination priority on to elderly

•   FT: A cheat sheet on the EU’s new clampdowns on Big Tech

•   FT: EU cash alone won’t secure chip supply for region, says Infineon chief

•   FT: UK pushes back full Brexit border checks by another six months

•   FT: Sunak worries about risk of rising interest rates

•   FT: UK coal mine project hit by climate change concerns

•   FT: Collapse in German imports from UK bodes ill for post-Brexit trade

•   FT: Hard Brexit puts pressure on borders — not just in NI but in Wales and Scotland too

•   FT: UK manufacturers lose revenue and business since leaving EU

•   FT: Local power networks face prospect of slashed returns

•   FT: China turns its back on Bangladesh BRI coal projects

•   FT: EU struggles to build antitrust case against Amazon

•   FT: Teesside jobs boost as GE confirms plans for UK wind turbine plant

•   FT: Vaccine recipients wait to learn if they can still pass on Covid

•   FT: Amsterdam: Europe’s surprise early winner as Brexit shakes up the City

•   FT: Fukushima nuclear disaster haunts Japan’s climate change debate

•   FT: The brutal third act of Vladimir Putin

•   FT: How Biden walked a political tightrope to pass Covid package

•   FT: Could the pandemic lead to a fairer economy?

•   Bloomberg: Joe Biden Steers Off a Blunt Anti-China Message With Asian Allies

•   Bloomberg: Biden's Prime-Time Speech March 11, 2021 to Mark Covid 1-Year Anniversary

•   Bloomberg: Novavax’s Shot Effective Against Covid in Final Trial Analysis

•   Bloomberg: Nancy Pelosi Commits to House Trying to Raise Minimum Wage to $15/Hour

•   Bloomberg: Republicans Test Inflation as a Stick to Beat Biden Stimulus

•   Bloomberg: France Seen Resisting Recession With Growth in Early 2021

•   Bloomberg: U.K. Looking at Taking G-7 Trade Ministers to Northern Ireland

•   Bloomberg: U.K. Home Rental Costs Head Higher Tenant Demand, RICS Property Survey Shows

•   Bloomberg: Japan Needs Hundreds of Billions More in Stimulus, Lawmaker Says

•   Bloomberg: Chinese Debt Becomes an Unlikely Safe Haven During Bond Turmoil

•   Bloomberg: The Winners and Losers From Surging Oil and Commodity Prices

•   Bloomberg: U.S. Imposes New 5G Limits on Some Huawei Suppliers

•   Bloomberg: Baidu Seeks Up to $3.6 Billion in Hong Kong Second Listing

•   Bloomberg: How Biden Can Build Back Better by Investing in Homes

•   Bloomberg: Biden Is Betting His Whole Climate Agenda on Infrastructure

•   Reuters: U.S. curbs on raw material exports could dent new Quad alliance's vaccine push

•   Reuters: EU COVID certificates to combine data on vaccination, recovery, tests

•   Reuters: China's smartphone shipments build on post-pandemic rebound in February

•   Reuters: India likely to block China's Huawei over security fears: officials

•   Reuters: Apple starts iPhone 12 assembly in India

•   Reuters: EU plans to make battery cells for 7 million electric cars by 2025: Handelsblatt

•   Reuters: EU extends Covid-19 vaccine export controls to end of June

•   Reuters: UK housing market looked muted before Sunak's new measures: RICS

•   Reuters: Exclusive: BP bets on energy trading to fund strategy shift after bumper year

•   Reuters: Analysis: 'Chinese business, Out!' Myanmar anger threatens investment plans

•   AP: EXPLAINER: How dangerous is the Fukushima nuke plant today?

•   CNN: These 5 charts show the pandemic's brutal impact on American workers

•   CNBC: Covid variant first found in the U.K. appears to be 64% more deadly than earlier strains, study finds

•   CNBC: Time running out for serious nuclear diplomacy with Iran, former U.S. energy secretary says

•   CNBC: WHO investigators say Covid origins could be known ‘within the next few years’

•   CNBC: China's low GDP target gives Beijing room to address market risks

•   CNBC: Bank of America believes this is the big turning point for inflation and rates. How to play it

•   CNBC: Treasury yield trend suggests no relief from higher rates, backs up inflation jitters

•   CNBC: GM signs deal with MIT-spinout to reduce electric vehicle battery costs by 60%

•   CNBC: Goldman picks 9 renewable energy stocks set to rebound after falling up to 40%

•   MarketWatch: Is there a new commodity supercycle? Maybe not, these analysts say.

•   Fox Business: Biden's green energy push gives US manufacturer reason to pivot

•   SCMP: China-US relations: Premier Li Keqiang hopes both sides can find ‘common ground’ ahead of Alaska talks even if they ‘can’t work everything out any time soon’

•   SCMP: China ‘needs’ trade pact like CPTPP to force it into domestic reform, says former commerce minister

•   SCMP: China GDP: Premier Li Keqiang defends modest 2021 economic growth target, says rate could exceed 6 per cent

•   SCMP: Dongfeng launches a new brand, betting on the all-electric Voyah to catch up with Tesla, NIO, Xpeng and hundreds of electric car makers as China’s EV war intensifies

•   SCMP: American Rescue Plan: China worried about economic impact of Joe Biden’s US$1.9 trillion coronavirus bailout

•   SCMP: Beijing’s focus on maritime law ‘reflects rising concerns over South China Sea’

•   Nikkei Asia: Japan boosts domestic vaccine industry to counter import risks

•   Nikkei Asia: Fukushima quake shows chipmaker Renesas value of resilience

•   Nikkei Asia: Fukushima disaster town looks to hydrogen tech for rebirth

•   Mainichi: Japan auto industry body welcomes Apple's possible entry: Akio Toyoda

•   Economic Times: Maharashtra Covid-19 situation very worrying: Health Ministry

•   Business Standard: Most economies won't return to pre-Covid activity levels by 2022: Moody's

•   매경(P1): LH 국토부 1만5천명 뒤져놓고 투기의심 겨우 7명 추가

•   매경(P1): [단독] 남성 동학개미 14% 수익낼때 여성은 24%

•   매경: [단독] 男 14% vs 女 24%…남자 이株저株 들락거릴 때 여성은 대형우량주 묻어놨다

•   매경: 개미, 우량주 담지만…여전히 단기투자

•   매경: '주린이' 10명 중 7명은 모바일로 주식 거래

•   매경: "아, NC로 가고 싶다"…택진이형, 전직원 연봉 1천만원 인상

•   매경: SK이노 이사회 "LG 요구한 합의금 수용못해"

•   매경: 中경쟁자 이탈…LG이노텍 매출 10조 벽 뚫는다

•   매경: 구본준 고문 새 지주사는 'LX'

•   매경: 기업 CEO 80% "향후 2년간 AI 집중투자"

•   매경: ESG공시 요구 거센데 … 韓대기업은 "준비중"

※   전경련: ESG 글로벌 공시, 평가, 법적 쟁점 세미나

•   매경: [株머니 주요산업 증시기상도] 美한파 셧다운·국채금리 급등…반도체株엔 '단기 악재'

•   한경(P1): 쿠팡 美 공모가 35달러…몸값 72조원 '국내 3위'

•   한경: 72조 유니콘 신화' 쓴 쿠팡…미국 증시에 '태극기' 걸다

•   한경: 쿠팡 스톡옵션만 6570만주…직원들도 '잭팟' 터뜨릴까

•   한경: 쿠팡, 상장 후 주가 얼마나 오를까…서학개미도 매수 '정조준'

•   한경(P1): [단독] 'ESG 기준' 11년 만에 바뀐다

•   한경: "기후변화 위험, 회계에 반영하라"…기업의 ESG 책임 훨씬 커진다

•   한경: 與, 지금이 기회?…'LH 5법'으로 시장 통제하나

•   한경: 민변·참여연대 "투기이익 몰수·추징제 강화해야"

•   한경: 한국은행, 작년 순이익 7조 '사상 최대' 법인세 2.8조…삼성전자 이어 2위

•   한경: 고용·주거·가족 분야 '삶의 질' 떨어졌다

※   통계청: 「국민 삶의 질 2020」보고서 발간

•   한경: "더 좋은 집 살고 싶은 마음 규제 못해"…주택대출 '풍선효과'

•   한경: "저축은행 자산건전성 강화 필요"…금융위, 2금융 대출 규제 움직임

•   한경: 대출금리 오르는데 예금금리 하락…소비자 부담만 '쑥'

•   한경: 정부, 16개社 사업 재편 승인…미래차 등 육성

•   한경: 한전 김종갑 사장 연임 불발…새 사장 뽑는다

•   한경: 반도체 품귀'에 뒤에서 웃는 알짜기업…"90% 독점 공급"

•   한경: 인플레는 기업실적에 '독?' 車 업종엔 '득'

•   한경: 투자자들, 올들어 해외주식 10조 샀다

•   한경: "서울 아파트, 지금 사면 물린다"…빅데이터 전문가의 예언 [집코노미TV]

•   서경: 기계처럼 14兆 판 국민연금···"주식편입범위 넓혀야"

•   서경: 주택공급 속도낸다면서 LH 환골탈태···딜레마 빠진 정부

•   서경: 中·日, 탄소중립에 원전 활용하는데···韓은 '탈원전'에 갇혀

•   서경: 인플레 우려 낮다면서···유동성 죄기 나선 한은

※   한국은행: 「통화신용정책보고서」(2021년 3월)

•   서경: 한은 "공급부족이 세계서 가장 높게 집값 올리고 가계 빚 위험 키웠다"

•   서경: 反中 쿼드 속도내는데...정부 "특정국 배척 안돼"

•   서경: 칩 내재화·R&D 강화·脫중국···애플, 미래 향해 쏜 ‘3개의 화살’

•   서경: [시그널] ESG경영 속도내는 현대重그룹···현대건설기계도 지속가능 채권 발행

•   서경: [시그널] 두산, 두산밥캣에 '산업車 사업부' 넘긴다···거래가 7,500억원

•   조선(P1): 0株 대란...SK바사 28만명 빈손

•   조선(P1): 美 “미사일 방어자산 2개 한국 배치”… 사드 업그레이드?

•   조선: 오세훈·안철수 17~18일 단일화 여론조사… 19일 후보 확정

•   조선: 국내 완치자 10명 중 8명, 면역력 6개월 지속

•   조선: 수소차 3중안전장치로 폭발 위험 차단, 장거리 뛰는 트럭에 딱

•   조선: 중국 지리차, 볼보 간판 뒤에 숨어 한국 진출

•   조선: 휘발유 넣을지 경유 넣을지, 카메라가 척 보면 안다

•   조선: [Mint] “잔뜩 부푼 테크株 거품 꺼지는 중” vs “거품이 낀 건 주가 아닌 공포감”

•   조선: [Mint] 넷플릭스·골드만삭스 CEO “재택근무는 무슨… 사무실로 복귀해!”

•   조선: [Mint] “5분에 완충 배터리는 개발… 관련 시스템까지 끝내려면 4년쯤 후 양산”

•   조선: [Mint] 싱가포르 공공주택은 대부분 중·대형 아파트, 5년 거주 후 팔 수 있어 인기

•   조선: [Mint] 한국은 부동산 종합병동… 세계 각국의 집값 급등 요인들, 한국은 다 갖고 있다

•   조선비즈: 정유업계 "어렵지만 탄소중립 동참"…블루수소·탄소포집 머리 맞댄다

•   동아(P1): 블링컨 美국무장관 “北과 종전선언 앞서 안보평가 선행돼야”

•   동아(P1): 아스트라 백신 이르면 이달말 65세이상 접종

•   동아: 일반 고령자 4월부터 접종… 국제선 승무원도 2분기 대상

•   동아: AZ백신은 ‘아재 백신’?… 젊은층은 몸살-두통, 중년이상은 후유증 적어

•   동아: 새 거리두기 개편안, 하반기에나 적용될듯

•   동아: 슈퍼사이클 탄 반도체… 비수기에도 매출 가속

※   IC Insights: IC Insights Raises Its 2021 IC Market Forecast from 12% to 19% Growth

•   한국(P1): 中, 서해에 ‘해상 원전’ 밀어붙이는데… 정부, 공론화 외 뾰족수 없다

•   국민(P1): [단독] 흉흉한 부동산 민심에 놀란 與… 민간 투기사범까지 단속 검토

•   머니투데이(P1): 아이오닉5 양산 극적 합의…노조는 왜 반대했나

•   머니투데이: 전세계 '12인치 파운드리 생산 5%' 멈췄다…낸드가격 8% 오른다

•   헤럴드경제(P1): 쿠팡發 ‘시장점유율 30% 전쟁’이 시작됐다 [이슈&뷰]

•   헤럴드경제(P1): 김봉진 이번엔 1000억 쏜다…배민직원들에 주식·격려금…라이더·비정규직까지 포함

•   헤럴드경제: ‘막힌길’ 내몰린 내연기관차...기업, 친환경 ‘열린길’ 내닫다 [‘조용한 암살자’ 기후변화의 습격]

•   헤럴드경제: 환경문제 쉽게 본 기업, 한 순간 나락…‘저탄소경제 수립’ 주문하는 투자자들 [‘조용한 암살자’ 기후변화의 습격]

•   헤럴드경제: 글로벌 지수 하락폭 최대 ‘코스닥의 굴욕’

•   헤럴드경제: 주식 팔고 채권 쓸어담는 외국인

•   헤럴드경제: 2·4대책 유탄 빌라 ‘신축·강남’만 숨통

•   파이낸셜뉴스(P1): 원전·석탄발전소 강제 셧다운? 에너지업계의 분노

•   파이낸셜뉴스: "바이든發 큰장 선다" 고사위기 K-원전, 해외수주에 '올인' [동일본지진 10년 원전의 현주소]

•   파이낸셜뉴스: 삼성전자, 작년에만 법인세 10조… 국내 전체의 18% 부담

•   아시아경제(P1): '3%룰' 첫 주총…경영권 분쟁 현실화

•   아시아경제: 의결권 제한에 감사위원 선출 누구도 예상 못해…경영 大혼란 예고

•   디지털타임스(P1): "차등의결권 도입한 기업들 매출·고용 성장률 더 높아"

•   이데일리(P1): 5월 20일부터 공모주 중복청약 막힌다…금융당국 입법예고

•   연합: 오늘도 400명대 중후반…오전 거리두기 조정안 발표, 재연장할듯

•   연합: LG에너지솔루션, 배터리 영토 넓힌다…미국에 5조원 이상 투자

•   연합: 두산인프라코어, 2월 중국 판매량 264%↑…해외기업 1위 탈환

•   아주경제: [K수소 비전]③ 산유국도 탐낸다…사막 향하는 K수소 기술

•   뉴스웨이: 두산 사업부문장 곽상철, 박정원 회장 ‘믿을맨’ 급부상

•   비즈니스포스트: 두산퓨얼셀, 연료전지시스템 장기 유지보수계약 300억 규모 맺어

•   reNews: Americas adds 22GW in record wind surge

※   GWEC: North and Latin America increased wind power installations by 62% in 2020

•   FuelCellsWorks: Sinopec Accelerates Hydrogen Energy Development to Build World-leading Clean Energy Chemical Company

•   에너지경제: 삼척火電 , 탈석탄 등쌀에 이대로 주저앉나…정부·금융기관·시민단체 삼각 압박

•   에너지경제: 발전 공기업, 실효성 의문 미세먼지 저감 대책 석탄발전 가동 제약에 ‘곡소리’

•   에너지경제: "온실가스 감축 안하면 세기 말 감축 때보다 5배 생태계 파괴 겪을 것"

•   에너지데일리: ‘수소혁신데스크’ 출범…‘수소투자기업’밀착지원

•   이투뉴스: "효율적 에너지전환 위해 시장자유화 불가피"

•   KHL: CECE optimistic for 2021 but highlights supply chain concerns

•   대한경제: 쌍용차 P플랜 한고비 넘었지만···HAAH ”구주가치 인정 못해“

•   대한경제: 삼성, 작년 소부장에 2240억 베팅…"속속 결실"

•   대한경제: GTX C노선 참여 컨소시엄들 “건설사 찾아요”

•   OilPrice.com: Why U.S. Shale Production Remains Stubbornly High

•   OilPrice.com: Saudi Minister: OPEC Wants “Fair” Price For Its Oil

•   OilPrice.com: Big Energy Emerges As Winner From Texas Winter Storm

•   MINING.com: Nonferrous metals exploration budget down by 11% in 2020 – S&P report

•   DIGITIMES: Notebook battery suppliers to raise prices by 10-15%

•   전자신문(P1): [단독] LG엔솔, 원통형 배터리 투자 속도낸다

•   전자신문: [단독]연봉 10배 파격 조건…中, 韓 미래차 핵심 인재 빼간다

•   전자신문: 韓 첫 수출 원전 UAE '바라카 1호기' 이달 상업운전 개시

•   전자신문: 산업시설 신재생에너지에 1500억원 금융지원…비태양광까지 지원 확대

•   ZDNet Korea: 삼성D·LGD, 초격차 전략으로 '폴더블 노트북' 투자 고려

•   ZDNet Korea: IDC "올해 PC 출하량 두 자릿수 성장 전망"

※   IDC: The PC Shipment Wave Continues as Volumes Are Forecast to Grow 18.2% in 2021 with a 5-Year CAGR of 2.5%, According to IDC

•   디지털데일리: 폴더블폰 경쟁 '점화'…'LGD+애플' 폴더블폰 2023년 출시

•   Phone Arena: Even with its problems, Huawei is the global leader in active 5G-ready devices

•   Phone Arena: Apple's in-house 5G modem could debut on the 2023 iPhone series

•   Robotics & Automation News: OnRobot launches advanced new magnetic gripper for robots

•   IEEE Spectrum: Low-Cost Drones Learn Precise Control Over Suspended Loads - IEEE Spectrum

•   로봇신문: 한국로봇산업협회, 제2차 협동로봇 기업협의회 개최

•   로봇신문: 中 올해도 로봇 기업 투자 활발...3월초까지 7천억원 규모

•   로봇신문: "코로나 이후 '로봇 대항해 시대' 온다"

•   물류신문: 물류로 영역 확장 하는 IT 공룡들, 누가 더 강력할까?

[Opinions]

•   Project Syndicate(Daron Acemoglu): Vaccine Nationalists Are Not Immune

•   Project Syndicate(Shashi Tharoor): India’s Smart Vaccine Diplomacy

•   Project Syndicate(Shang-Jin Wei): Why Should Biden Ditch Trump’s China Tariffs?

•   FT(Editorial Board): Europe’s birth rates are a casualty of lockdown

•   FT(Philip Stephens): Squandering trust is no route to a ‘Global Britain’

•   FT(Gillian Tett): Mood and emotion are driving market swings

•   FT(John Thornhill): To maintain tech supremacy the US must avoid ‘military-civil fusion’

•   FT(Luciano Huck): Brazil’s Bolsonaro needs to get real on climate change

•   FT(Lex): Lithium/electric vehicles: a necessity for batteries, not investors

•   FT(Lex): Coupang: comparisons with Amazon have been greatly exaggerated

•   WSJ(Daniel Henninger): A Year of Living With Covid

•   WSJ(Joseph C. Sternberg): Power or Profits: Beijing’s Pension Dilemma

•   WSJ(Philippe Lemoine): The Lockdowns Weren’t Worth It

•   NYT(Editorial Board): On Covid Relief, Democrats Deserve a Victory Lap

•   NYT(Editorial Board): For Democracy to Stay, the Filibuster Must Go

•   NYT(David Brooks): Joe Biden Is a Transformational President

•   NYT(Zachary D. Carter): The Coronavirus Killed the Gospel of Small Government

•   NYT(Rachel Cohen): The Coronavirus Made the Radical Possible

•   WP(Editorial Board): The national debt is high and growing. Congress’s infrastructure bill must keep that in mind.

•   WP(Henry Olsen): Biden’s relief bill probably won’t matter that much in the midterms

•   WP(Matthew Milner, Richard Ngata): The indigenous custom behind New Zealand’s strong covid-19 response

•   Bloomberg(Tyler Cowen): Vaccine Passports Don’t Have to Work to Be Effective

•   Bloomberg(John Authers): The Inflation Scare Is Missing Some Inflation

•   Bloomberg(Jonathan Bernstein): Republicans Would Rather Lose Than Cut Deals

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Covid Relief Bigger Than World War II Budget? Sounds Right.

•   Bloomberg(Ziad Daoud): Want to Reduce Gulf Arab Reliance on Oil? Try Universal Income

•   Bloomberg(Ruth Pollard): Empty Mantras Won’t Protect Myanmar’s People

•   CNN(Mike Johanns, Heidi Heitkamp): To win over America's farmers, Biden needs to embrace technology

•   CNBC(Ron Insana): Biden’s attempt to reverse wealth inequality will lead to a broader bull market for Wall Street

•   MarketWatch(Andrew Duguay): Three things we need to see before consumers will really open their wallets

•   Fox News(Sunderesh Heragu): Biden's COVID mass vaccination push needs to get creative -- drive-thru sites are ideal

•   Fox News(Leslie Marshall): Biden's Top 10 achievements after just 50+ days in office

•   Reuters(John Kemp): Global oil inventories to become tight by mid-2021

•   Reuters(Clyde Russell): Iron ore demand recovering outside China, but will it be enough?

•   한겨레(강정민): 후쿠시마 핵사고 10주년: 국내 원전은 안전한가

•   헤럴드경제(강성원): 혁신의 마이크로LED가앞당긴 미래 디스플레이

•   로봇신문(김민교): 우리나라 로봇 생태계 이해하기②우리나라 로봇산업 생태계의 7가지 특징