Business Intelligence Monitor 210315

(Introduction)

[Markets]

•   Global: Stocks post sharp weekly gains; Treasury yields, dollar rise

•   US: 10-year Treasury yield jumps to highest level in more than a year

•   한국: 코스피 외인·기관 매수에 1.35% 상승…3,050선 회복

•   한국: 외국인들 팔아치우던 삼성전자·하이닉스 다시 샀다…왜?

•   한국: 51일째 “팔자” 최장 순매도 국민연금…달갑지 않은 신기록

•   한국: 두산그룹주 다 올라, 두산중공업 7%대 두산퓨얼셀 6%대 뛰어

•   한국: 두산퓨얼셀 공매도 폭발, 이틀간 508건…공매 잔고 얼마?

•   Metals: Copper rises on hopes for U.S. infrastructure spending

•   Iron ore: Iron ore price dives on China pollution crackdown - MINING.COM

•   Grains: Storms forecast for U.S. Plains drives wheat to one-month low

•   Cryptocurrency: Bitcoin tops the $60,000 mark

[Indicators]

•   US Feb. PPI: Producer Prices Jump Most Since 2018 in Hint of U.S. Inflation

•   US Mar. Consumer sentiment: U.S. Consumer Sentiment Advances to One-Year High on Outlook

•   US Weekly Rig count: U.S. oil & gas rig count falls for first time since November -Baker Hughes

•   US Q1 GDP Nowcast: Mar 12, 2021: New York Fed Staff Nowcast

•   Eurozone Jan. Industrial production: Euro zone January industrial output far stronger than expected

•   UK Jan. Balance of trade, etc.: UK exports to EU slump as Brexit hits trade

•   China Feb. FDI: China FDI up 34.2 per cent in US dollar terms in January-February

•   한국 4분기 주택구입부담지수: “내집 마련 ‘이생망’이래요”… 영끌해도 못 산다

•   India Jan. Industrial production: India's industrial output slips back into negative territory in January

•   India Feb. CPI: Consumer Price Inflation Rises To Around 5% In February Compared To 4% In Last Month

•   India Feb. Petroleum product consumption: India's oil demand falls 5% in February

•   India Weekly Foreign reserves: India FX Reserves Surpass Russia’s to Become World’s 4th Biggest

•   Brazil Jan. Retail sales: Brazil retail sales fall in January for third month in a row

[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: Central Banks, Retail Sales, Industrial Production

•   FT: Fed, BoE and BoJ set policy, UK to unveil foreign strategy review

•   Bloomberg: Global Central Banks Confront Enthusiasm of Investors: Eco Week

[News]

•   WSJ: Biden Meets World Leaders in Quest for More Covid-19 Vaccine

※   White House: Quad Leaders’ Joint Statement: “The Spirit of the Quad”

•   WSJ: Europe Confronts a Covid-19 Rebound as Vaccine Hopes Recede

•   WSJ: U.S. Surpasses 100 Million Covid-19 Vaccines Administered

•   WSJ: Covid-19 Vaccine Access: How Rural Transit Agencies Are Helping Get the Shots in Arms

•   WSJ: White House Weighs How to Pay for Long-Term Economic Program

•   WSJ: Biden, Harris Plan Cross-Country Tour to Tout Covid-19 Aid

•   WSJ: Yellen Says Biden Administration Undecided on Wealth Tax

•   WSJ: States Are Finding More Unreported Covid-19 Deaths

•   WSJ: Turbocharged Economy Leaves Factories Struggling to Deliver Goods That Shoppers Want

•   WSJ: New Covid-19 Unemployment Benefits to Keep Stimulus Flowing Through Summer

•   WSJ: U.S. Taps Indian Covid-19 Vaccine Production Prowess to Inoculate Indo-Pacific

•   WSJ: U.S. Wants India’s Help on China, but There Are a Few Sticking Points

•   WSJ: Early Adopter U.A.E. Starts Giving Third Dose of Sinopharm Vaccine Amid Efficacy Concerns

•   WSJ: Myanmar Citizens in U.S. Granted Temporary Protection From Deportation

•   WSJ: South Africa’s Drop in Covid-19 Cases Adds to Questions About Waves of Infections

•   WSJ: China Becomes First Major Economy to Start Withdrawing Pandemic Stimulus Efforts

•   WSJ: Korea’s Big Economic Conundrum: Mo Money, Mo Problems

•   WSJ: Value Investors Finally Have Reason to Celebrate—for Now

•   WSJ: Commodities Supercycle Looks Like a Stretch

•   WSJ: Short Sellers Boost Bets Against SPACs

•   WSJ: Xiaomi Wins Court Ruling Halting U.S. Investment Ban

•   WSJ: Covid-19 Rewrote the Rules of Shopping. What Is Next?

•   WSJ: Why the Next Big-Tech Fights Are in State Capitals

•   WSJ: Companies’ Climate Risks Are Often Unknown. Here’s How One Opened Up

•   WSJ: A Push to End Germany’s Status as ‘Paradise for Patent Trolls’

•   WSJ: Microsoft Probes Whether Leak Played Role in Suspected Chinese Hack

•   WSJ: Google Says Microsoft’s Stance on News Is Effort to Distract From Hack

•   WSJ: From Remote Work to Hybrid Work: The Tech You’ll Need to Link Home and Office

•   NYT: The Lessons of One of the Worst Years in American Life

•   NYT: Cuomo Says He Won’t Bow to ‘Cancel Culture’ and Rejects Calls to Resign

•   NYT: Biden’s Goals Are Clear. Now He Has to Achieve Them.

•   NYT: Europe Struggles to Defend Itself Against a Weaponized Dollar

•   NYT: Two Decades After the ‘End of Welfare,’ Democrats Are Changing Direction

•   NYT: Stimulus Bill Transforms Options For State and Local Governments

•   NYT: The W.H.O. grants emergency authorization to the Johnson & Johnson vaccine, a boost for global vaccination efforts.

•   NYT: Which vaccines are available in the U.S. now, and which may be coming?

•   NYT: Biden Vowed to Make Climate ‘Essential’ to Foreign Policy. The Reality Is Harder.

•   NYT: How Democrats Hope to Press Their Advantage on the Stimulus

•   NYT: Myanmar Coup Protests Show No Sign of Waning, Despite Killings

•   WP: United States appears poised to postpone troop withdrawal from Afghanistan

•   WP: Do rising used car prices mean inflation is coming?

•   WP: Biden’s sweeping ambitions delight liberals — but pose political risks for his party

•   WP: Dr. Anthony Fauci says Trump should urge his supporters to get the coronavirus vaccine

•   WP: India is the next big frontier for Netflix and Amazon. Now, the government is tightening rules on content.

•   FT: EU member states squabble over vaccine distribution

•   FT: EU’s AstraZeneca vaccine problems linked to mystery factory delay

•   FT: Cormann wins OECD leadership race

•   FT: Draghi announces new Italian lockdown and fresh support for economy

•   FT: Spain moves to help crisis-hit companies stave off insolvency

•   FT: John Kerry warns EU against carbon border tax

•   FT: France raises prospect of mandatory Covid-19 jabs for healthcare staff

•   FT: Germany’s Christian Democrats suffer heavy defeat in regional polls

•   FT: Italy’s centre-left chooses ex-premier Letta as new leader

•   FT: EU capitals weigh tougher response to UK’s Brexit ‘provocations’

•   FT: UK and EU clash over post-Brexit fishing rights

•   FT: Boris Johnson plays vaccine card in attempt to shore up UK union

•   FT: UK declares China in breach of 1984 Hong Kong declaration

•   FT: Erdogan pledges to rein in spending as part of Turkey’s economic reset

•   FT: Sanofi to start human trials of mRNA vaccine against Covid-19

•   FT: Brazil approves limited $8bn pandemic spending package

•   FT: Popularity of US stimulus puts Republicans in a bind

•   FT: Protesters take to Paraguay’s streets as Covid cases climb

•   FT: Thailand suspends AstraZeneca vaccine because of ‘adverse symptoms’

•   FT: Singapore fails to keep pace with wealthy peers on carbon emissions

•   FT: Fears mount over North Korean ‘great leap backwards’

•   FT: US resumes aid to rebel-controlled regions of Yemen

•   FT: Apollo ends talks to buy parts of Greensill Capital

•   FT: Investors see ‘gold rush on steroids’ for green battery metals

•   FT: US bond market signals expectations for shortlived burst of inflation

•   FT: Europe’s first sustainable junk bond draws scrutiny over green impact

•   FT: Toshiba showdown could be a turning point for Japan Inc’s fortunes

•   FT: Japanese investors buy UK government bonds at record rate in early 2021

•   FT: Continental says poor forecasting partly to blame for carmaker chip shortage

•   FT: Stripe valuation soars to $95bn after latest fundraising

•   FT: Big ticket deals drive value of investment industry M&A

•   FT: How hedge funds are fuelling the Spac boom

•   FT: Panasonic to reduce Tesla reliance as battery tie-up evolves

•   FT: Ford is latest global carmaker to struggle in India

•   FT: Ant Group chief resigns ahead of restructuring

•   FT: From plague to polio: how do pandemics end?

•   FT: Israelis raise glass to Pfizer as lockdown ends

•   FT: Lula da Silva’s return poses challenge to Bolsonaro in Brazil

•   FT: Joe Biden and the new era of big government

•   FT: ‘Hong Kong will sit on China’s lap’: Beijing crushes city’s autonomy

•   FT: Will the Fed push back against higher bond yields?

•   FT: The path to the post-Covid city

•   FT: SolarWinds and Microsoft hacks spark debate over western retaliation

•   Bloomberg: China Fires Back at U.K. Charges of H.K. Treaty Violation

•   Bloomberg: China’s Eye-Popping Data Will Give Clues of Consumer Recovery

•   Bloomberg: Fed to Hike Rates in 2023 But Dots Won’t Show It, Economists Say

•   Bloomberg: Global Baby Drought of Covid-19 Crisis Risks Population Crunch

•   Bloomberg: Spain’s Central Bank Governor Says Growth Forecast Will Be Pared

•   Bloomberg: Bank of England Official Says QE ‘Not Ideal’ in the Longer Term

•   Bloomberg: EU Countries Relying on Tourism Push to Relax Ban on Travel From Rest of World

•   Bloomberg: Brazil Passes India for Second-Highest Covid Case Toll in World

•   Bloomberg: Yellen Says U.S. Inflation Risk Remains Small, ‘Manageable’

•   Bloomberg: BOJ Is Said Mulling Analysis to Support Scope for Rate Cut

•   Bloomberg: Indonesia Draft Law Seeks to Limit Central Bank Autonomy

•   Bloomberg: Wealth, Housing and Retail Show How Canada’s Economy Is Healing

•   Bloomberg: Kuwait Court Expels Harsh Government Critic From Parliament

•   Bloomberg: Netanyahu’s ‘Obsession’ Helped Pfizer Choose Israel for Study

•   Bloomberg: Rate-Hike Bets Offer Cushion After Emerging-Market Currency Rout

•   Bloomberg: China’s Plan to Trim Debt Makes Stock-Market Reforms More Urgent

•   Bloomberg: Tax Hikes on Rich Loom if Treasury Revives Hard Look at Estates

•   Bloomberg: Goldman Predicts Plunge in Gulf Borrowing Needs as Oil Rallies

•   Bloomberg: Revved-Up ECB QE Perplexes Traders as Volatility Strikes Back

•   Bloomberg: Global IPO Market Eyes Record First Quarter Even as SPACs Falter

•   Bloomberg: How Huawei Landed at the Center of Global Tech Tussle

•   Bloomberg: Huawei Pivots to Fish Farms, Mining After U.S. Blocks Its Phones

•   Bloomberg: Tencent Said to Face Broad China Clampdown on Fintech, Deals

•   Bloomberg: VW Is Investing Big in Software to Fend Off Tesla, Tech Rivals

•   Bloomberg: VW Plans More Job Cuts in Germany in Pact with Workers

•   Bloomberg: Copper Rally Has Echoes of Supercycle for CEO of Miner Freeport

•   Bloomberg: Everybody Is Going to End Up Paying for Texas' Climate Crisis

•   Bloomberg: Electric Cars Will Cost More Using Ethically Sourced Batteries

•   Bloomberg: The King of Nickel Is Betting Big on a Green Future in Batteries

•   Reuters: Exclusive: Euro zone govts to pledge continued fiscal support in 2022 - document

•   Reuters: Five Chinese companies pose threat to U.S. national security: FCC

•   Reuters: WHO says its advisory committee looking at AstraZeneca vaccine issues

•   Reuters: G7 expresses 'grave concerns' over electoral changes in Hong Kong

•   Reuters: EU's Breton says Pfizer can help offset AstraZeneca vaccine delays

•   Reuters: Exclusive: AstraZeneca to seek U.S. authorization for COVID-19 vaccine this month or early next - sources

•   Reuters: AstraZeneca finds no evidence of increased blood clot risk from vaccine

•   Reuters: White House says it's holding onto AstraZeneca COVID-19 shots for Americans

•   Reuters: Ireland latest country to suspend AstraZeneca COVID-19 vaccine

•   Reuters: Top Chinese steelmaking city to punish firms that stray from anti-pollution plan

•   Reuters: Saudi cuts April crude for some Asian refiners, maintains India supply - sources

•   Reuters: Brazil gives final approval for AstraZeneca vaccine, sees domestic manufacture

•   Reuters: Chile's Codelco sees copper demand rising for 3-4 years, price at $3 per pound or more - chairman

•   Reuters: Tesla in talks with India's Tata Power for EV charging infrastructure - report

•   Reuters: Vale, Anglo American underline ESG issues as copper demand soars

•   Reuters: Exclusive: India is likely to be included in global bond index by October - sources

•   Reuters: Factbox: Energy firms seize on carbon tech, environmental goals to build new businesses

•   Reuters: Analysis: Argentina's basement bonds no bargain as IMF talks drag, drought dents soy

•   AP: Survivors struggle as scientists race to solve COVID mystery

•   CNN: Stimulus check: Here's why your payment may still be pending

•   CNN: After Biden stimulus, US economic growth could rival or even surpass China's

•   CNBC: Germany declares a Covid 'third wave' has begun; Italy set for Easter lockdown

•   CNBC: AstraZeneca Covid vaccine suspended in some countries over blood clot fears

•   CNBC: The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

•   CNBC: Dr. Kavita Patel predicts July Fourth will mark a Covid ‘turning point’

•   CNBC: Two ways for income-seeking investors to play the growth in renewable energy

•   CNBC: How wind power is leading America’s energy transition

•   CNBC: German steel powerhouse turns to ‘green’ hydrogen produced using huge wind turbines

•   CNBC: 3D-printed housing developments suddenly take off – here’s what they look like

•   CNBC: The pandemic stranded these Americans overseas. Now, their unemployment benefits are in jeopardy

•   MarketWatch: Markets set up for disappointment from Fed meeting as bond yields renew rise

•   Fox News: Trump makes surprise appearance at Mar-a-Lago event, hints at Lara Senate bid

•   Fox Business: Auto industry urges emissions deal weaker than Obama's

•   Fox Business: Banks start processing $1,400 federal stimulus checks

•   SCMP: Chinese military: fourth aircraft carrier likely to be nuclear powered, sources say

•   SCMP: China’s internet was hailed as a path to democracy but the Communist Party reshaped it in its own image

•   SCMP: Chinese ambassador to US defends plan to bar ‘unpatriotic’ candidates in Hong Kong and says concerns about democracy are ‘unnecessary’

•   SCMP: China research team finds 24 new bat coronaviruses within 2km radius

•   SCMP: African swine fever still ‘major risk factor’ for China as it bans Malaysian pig imports over outbreak fears

•   SCMP: Hongkongers seeking escape from ‘chaos’ benefit from ‘pull factor’ of Taiwan’s coronavirus resistant economy

•   SCMP: China’s truck drivers still have a long road to post-coronavirus recovery

•   SCMP: China’s plan to raise retirement age will be gradual process, government researcher insists

•   Global Times: China urges Myanmar to punish perpetrators after plants smashed, burned

•   Nikkei Asia: Japan PM Suga to meet Biden in US in April

•   Nikkei Asia: US emboldens Suga in hope for stable Indo-Pacific partner

•   Nikkei Asia: Japan faces alarming spike in COVID variant cases

•   Nikkei Asia: Bank of Japan seeks flexibility on $55bn ETF target in bull market

•   Nikkei Asia: Japan to weigh undersea cable projects for offshore wind power

•   Nikkei Asia: Japan Inc's earnings upgrades triple downgrades for FY2020

•   Nikkei Asia: Asia recovery story shelters bond investors from sell-off

•   Nikkei Asia: Iran uranium enrichment nears critical level: IAEA chief

•   Nikkei Asia: China emerges as quantum tech leader while Biden vows to catch up

•   Nikkei Asia: Olympic hopeful? Moon pins legacy on Kim Jong Un trip to Seoul

•   Nikkei Asia: After Coupang soars in US IPO, can it deliver for the long term?

•   Mainichi: 70% of Japanese firms rethink overseas business strategy amid virus

•   Mainichi: Brown coal-to-hydrogen project between Australia, Japan begins

•   Economic Times: How Covid-19 could change India’s job market and cities

•   Economic Times: India engages with China ahead of Quad summit as two agree to expedite LAC disengagement

•   Economic Times: Five years of inflation targeting: CPI averages 3.9% during Oct 2016-Mar 2020, says report

•   Economic Times: Mumbai's doctors see new COVID-19 symptom in the form of gastrointestinal obstructions

•   Mint: India records over 23,000 new cases, highest in about 80 days

•   Mint: Maharashtra reports over 16,000 new COVID-19 cases, highest single-day rise in months

•   Mint: What AstraZeneca-Oxford COVID-19 vaccine suspension in Europe means for India's Covishield

•   Business Standard: Modi's next election play is ensuring clean water in all 192 mn rural homes

•   Business Standard: India will not 'shut off' all cryptocurrency, wants blockchain: Sitharaman

•   매경(P1): 구광모 배터리 야망…LG에너지솔루션 미국 5조 베팅

•   매경: "테슬라 잡아라" LG엔솔, 美서 230만대분 전기차 배터리 만든다

•   매경: 글로벌 '배터리 전쟁' 격화…중국·일본도 앞다퉈 증설

•   매경(P1): 땅투기 논란에도…정부, LH주도 공공개발 강행

•   매경: 재보선 불똥 튈라…文, 卞사의 전격수용

•   매경: 변창흠 사의 직후…'卞 공급대책' 국토위 통과

•   매경(P1): 최정우 3년 더…포스코 회장 연임

•   매경: 꽉 닫힌 지갑…저축률 3년만에 최고

•   매경: 韓銀 인플레 우려 적다더니…기재부는 "물가 급등" 경고

※   기재부: 제9차 정책점검회의

•   매경: 대우조선도 1조원 잭팟…초대형운반선 10척 수주

•   매경: 냉기 도는 서울 빌라…현금 청산 공포에 매수세 뚝

•   매경: 플라잉카부터 펫택시까지…스마트 모빌리티 영토 전쟁 [Digital+]

•   매경: 카카오 SKT 타다 쏘카…스마트모빌리티 '쩐의 전쟁' 시작됐다 [Digital+]

•   매경: 자동차처럼…인공위성도 플랫폼서 찍어내는 시대 열린다 [Science]

•   매경: 삼성전자·TSMC 올 투자 62조 역대최대…日, 왜 초조할까

•   매경: "넷플릭스 1명 구해요" 이제 못한다…'쪼개기 시청' 단속

•   매경(P1): 7월 신도시 사전청약 당첨돼도 '10년간 희망고문'될 우려

•   매경: "이사까지 왔는데…3기 신도시 청약난민 되는거 아냐?"

•   매경: "공공의 ㄱ자도 관심없다"…현장선 이미 2·4대책 좌초 분위기

•   매경: 쪼개기에 조직축소까지…'LH 개혁안' 수면 위로

•   매경: 3기 신도시 이어 세종시도 땅 투기 의혹…실태조사 요구 빗발

•   매경(P1): LG, 연봉 최대 5억 걸고 "AI인재 오라"

•   매경: 자본 1.4조 늘린 금융지주…M&A쟁탈전 예고

•   매경: 투자의 귀재 김병주 "2년간 M&A 큰장 선다"

•   매경: "삼성전자 채용에 하이닉스 직원 수백명 몰려" 소문 파다해

•   매경: [스페셜 리포트] 하루 15만톤 음식쓰레기·가축분뇨…잘 쓰면 원전 1기보다 에너지 효자

•   매경: 고소득 직장인 '유리지갑' 또 털리나…與 '핀셋 증세' 카드 꺼냈다

•   매경: [세종 인사이드] 공정위 탈출 도미노…어느 사무관의 로스쿨行

•   매경: 삼성전자 오스틴 셧다운에…"2분기 5G폰 생산 30% 감소"

※   DRAMeXchange: 【Market View】Impaired Shipment of Qualcomm 5G RFIC Expected to Lower 2Q21 Smartphone Production by About 5%, Says TrendForce

•   매경: [단독] "밑 빠진 독"…자영업자에 돈 뿌려도 빚만 늘었다

•   한경(P1): 10조 잭팟' 김범석 "쿠팡 상장, 한국 대신 美 택한 이유는…"

•   한경: 샛별배송' 마켓컬리도 올해 美 상장?…"모든 가능성 열어놔"

•   한경: 차등의결권이 재벌 경영권 승계 도구?

•   한경: '15조원 추경' 열흘 만에 심사하겠다는 與·野

•   한경: "韓·美 2+2회담 때 중국도 의제로"

•   한경: 구직 단념한 청년에 '응원금 20만원' 주겠다는 정부

•   한경: '연봉 55억' 증권맨 등장

•   한경: [마켓인사이트]부동산 담보로 돈 빌리는 기업들, 캠코 도움받기 더 쉬워진다

•   한경(P1): 'AI미래포럼' 출범…산업 대변혁 이끈다

•   한경: "AI 로봇, 호텔·병원으로 확대…상반기 '보이스봇 콜센터' 도입"

•   한경(P1): LH 직원 20명 농지 '강제처분'한다는데…가능할까?

※   기재부: 제16차 부동산시장 점검 관계장관회의 개최

•   한경: 정치인, 공무원, LH까지…농지가 투기 먹잇감된 이유

•   한경: LH 가족·친인척까지 10만명…투기 조사, 장기화 불가피

•   한경: "LH에만 국한된 투기 근절책…공직사회 전반으로 대상 넓혀야"

•   한경(P1): 中 "칼 가는 심정으로 매진"…29년 1위 한국 '빨간불'

•   한경: 삼성전자 뭐했나…'세계 최초' 타이틀 빼앗겼다

•   한경: "미국이 나서기 시작…한국 메모리, 힘들어질 듯"

•   한경(P1): 개인투자자 90% "백신으로 경기회복…자산가격 더 오를 것"

•   한경: 비트코인 가격 치솟는데 지금 투자해도 될까요?

•   한경: 올해 기대 수익률은 "주식 > 부동산 > 암호화폐 순"

•   한경: 투자자 3명 중 1명은 "집값 뛴다"에 배팅…유망 지역은?

•   한경: 진짜 경쟁력은 실리콘밸리 문화…"매년 수천 개 신사업 실험"

•   한경: 美 "아마존보다 낫다"…'쿠팡'에 열광하는 이유

•   한경: 야놀자 기업가치 6배 급등…마켓컬리도 석 달 새 78%↑

•   한경: "대출금리 1%P만 오르면…" 영끌·빚투 '비상'

•   한경: "아직도 주식해?…비트코인은 1년 만에 10배 됐는데"

•   한경: 삼성·현대차·SK '풀어야 할 숙제'…지배구조 개편株 관심

•   한경: '일감절벽' 내몰린 르노삼성, 야간근무 없애고 순환휴직

•   한경: SKT-카카오 '초거대 AI' 개발 손 잡았다

•   서경: 삼성전자 시안 반도체 공장 증설 막바지···“올해 중반 가동 예상”

•   서경(P1): '2차택지 후보' 소문 돌자···지분 쪼개기 5배 늘었다

•   서경(P1): [단독] '땅 투기꾼' 우회로 된 상호금융···작년 '비주택 부동산대출' 30조 폭증

•   서경(P1): "中 자립자강發 과잉생산, 韓 충격 불가피"

•   서경: 정부, 캐나다·호주 등 희토류 제3 수입처 발굴한다

•   서경: 호주 ASM, 충북에 희토류 생산공장 설립...배터리 등 韓기업들 '셈법 복잡'

•   서경: "美中 기술표준 놓고 충돌 가능성...삼성 '對中 방화벽' 필요"

•   서경: "韓 전략적 모호성 실효 없어, 美 주도 다자협의체 참여해야"

•   서경: "韓 기술우위 첨단산업 키우고···EU·신남방과 '틈새 연대' 노려야"[서울경제] 중국이 지난 11일 폐막한 양회(전국인민대표대회·전국인민정

•   서경: 첨단산업 美·노동집약은 동남아··· 생산기지 '中과 거리두기' 가속

•   서경: 이번엔 '종부세 들불'···성난 부동산 민심 폭발하나

•   서경: 한·미 FTA 9년···코로나 여파에도 대미 수출 1.1% 증가

•   서경: 드론 기업·제품 정보 한 눈에...드론포털 15일부터 운영

•   서경: 한은 “美, 대규모 부양책에 인플레 확대 우려”

※   한국은행: 해외경제 포커스(제2021-9호)

•   서경: [단독]"전국 수천개 조합 취합 어렵다"···토담대 통계조차 없는 정부

•   서경: 부동산·선박부터 설비자산까지···금융위, 기업자산 매각에 1조 지원

•   서경: 현대차·기아, 中판매 26% 급감...전기차도 폭스바겐·GM에 밀려

•   서경: 삼성, 이번주 상반기 대졸 공채 막오른다...4대 그룹 유일

•   서경: LG "SK 美공장 인수 참여" VS SK "거부권 무산땐 공장 폐쇄"

•   서경: 삼성, 스마트폰 '부팅 로고' 모델명 대신 '갤럭시'로 바꾼다

•   서경: “경영진 믿어달라” 성과급 논란 속 직원 달래기 나선 ‘이해진’

•   서경: "한국 있는 게 더 손해" 기술벤처, 美에 둥지

•   서경: "중저가 팔고 돈되는 한채 사자"···'평당1억' 속출

•   조선: 질병청 “아스트라 54만명 맞았지만 유럽같은 혈액응고 부작용 사례 없어”

•   조선: 2000만명분 확보한 노바백스, 예방효과 96.4%… 화이자·모더나보다 뛰어나

•   조선: 낸드도 꿈틀… 3년만에 ‘트리플 수퍼사이클’

•   조선: 항공 빅딜도 미리안 産銀직원들, 작년 200억 주식매매 괜찮나요

•   조선비즈: 항공우주부터 메타버스까지...계속되는 공모주 청약 흥행

•   조선비즈: LH 임직원의 땅 취득 막겠다는 정부...국토부 공무원은 사도 되나?

•   조선비즈: 韓 중소형 반도체 설계회사 고사 위기…“반도체 만들어줄 곳이 없어요”

•   IT조선: 테슬라 경쟁력은 5만원 저렴한 LG산 원통형배터리

•   중앙: 신도시 수용 보상용 땅, ‘로또 아파트’보다 특혜 많아

•   중앙: 3시간만에 금붕어 죽어 발칵···낙동강 페놀 오염사고 30년

•   중앙(P1): 미국 2월부터 북한에 연락, 평양선 답 없다

•   중앙: 혈전에 AZ 접종 중단한 유럽…"韓, 그 일련번호 수입 안돼"

•   중앙: 확진자 왜 안 줄어드나 했더니…이동량, 거리두기 강화 전으로 돌아갔다

•   중앙: 우주·수소에 꽂힌 ‘80년대생 3세’ 경영인

•   중앙: 미국·일본 기업 수백 곳 유턴할 때 한국은 10곳 남짓

•   중앙: [단독]투기판 된 3기 신도시, 농협 대출만 4조 뿌렸다

•   동아(P1): ‘5인 금지’ 2주 연장… 상견례땐 8명 허용

※   보건복지부: 현행 사회적 거리 두기 단계 유지 (수도권 2, 비수도권 1.5단계)

•   동아: K백신 성패 달린 임상시험, 참가자 모집 비상

•   동아: 靑, 변창흠 후임 ‘1년짜리 장관’ 찾기 난항 겪을듯

•   동아: 6일째 400명대 신규 확진… 정부 “3차 유행 재확산중”

•   한국(P1): '광주의 아픔' 투영한 文 정부, 미얀마 군부에 제재 단행

※   외교부: 미얀마 정세 관련 우리 정부 대응조치

•   한국: "반도체 빅사이클, 투자한만큼 번다"… 삼성전자, 작년 이어 올해도 사상최대 투자 예고

•   한국(P1): 풀리는 방역고삐 … "4차 대유행 시작점 놓칠지도" 우려 팽배

•   한국(P1): 고삐 풀린 방역? 거리 두기 실종된 백화점·놀이공원

•   국민: 탄소 제로 시대… 지구촌 총성 없는 수소전쟁 시작됐다

•   서울: [단독] 국회, 쿠데타 규탄 결의안 미얀마에 보낸다

•   서울: [단독] 靑출신 차관도 ‘쪼개기 매입’

•   세계(P1): 검사 빠진 합수단으론 망국적 투기 못잡는다

•   세계(P1): 北 인권결의안 초안 제출… 美 등 43國 참여

•   한겨레(P1): [뉴스분석] 미 접촉 시도에 북 침묵…대북정책 가를 ‘한·일 순방’

•   머니투데이(P1): [단독]국민연금, 삼성전자 사외이사 연임 찬반 16일 결정

•   머니투데이(P1): 최태원-박용만 첫 콜라보…청년 벤처인 만나 전한 말

•   머니투데이: 대-중소기업 월급 차이…1999년 55만원→2019년 231만원

•   머니투데이: 20대도 '영끌'해 내집마련…가계대출 연간 100조 불어났다

•   머니투데이: 증시 입성해도 3년간 복수의결권 보장…'요건 강화' 어디까지

•   머니투데이: '차등의결권'…쿠팡의 미국行 티켓이 맞을까?

•   머니투데이: "테슬라 PER1000배가 가능한 이유? 창업자의 '꿈' 키워줄 ◇◇◇덕분"

•   머니투데이: 빨라진 中추격세에 LCD 이어 OLED도 치킨게임 치닫나

•   머니투데이: SK바사 빚투에 규제 전 가수요…신용대출 다시 들썩

•   머니투데이: "6월 전 급매 증가→집값 하락"…정부 예측 또 틀리나

•   머니투데이: 꿈틀대는 재건축시장…민간+공공 서울 전역이 개발 바람

•   파이낸셜뉴스(P1): 슈퍼 주총시즌 '3%룰' 시험대

•   파이낸셜뉴스: 수장 바꾸고 지배구조 개편 박차.. ‘신사업 강화’로 주주가치 높인다 [대기업 주총시즌 개막]

•   파이낸셜뉴스: ‘경영권 분쟁’ 전운 감도는 주총… ISS, 박찬구 손들어줬다 [대기업 주총시즌 개막]

•   파이낸셜뉴스: "시진핑, 늦어도 하반기 방한… 한중일 FTA 조속히 체결해야" [인터뷰]

•   파이낸셜뉴스: "규제 강화하되 서민 피해 없게"… 금융위, 가계부채관리 고심

•   파이낸셜뉴스: 한은-금융위 접점 못찾고… 전금법 개정안 내주 국회 첫 논의

•   파이낸셜뉴스: 중앙은행도 ESG 강화… 한은, 녹색금융 전문가 영입

•   파이낸셜뉴스: 넘치는 유동성… 중기 IPO 수요예측 대박 행진

•   파이낸셜뉴스: 채권 대차잔액 100조 육박

•   파이낸셜뉴스: LG폰 사업 방향성 이달내 결단… 3000여명 연쇄 이동 임박

•   파이낸셜뉴스: 조선3사, 수주 느는데… 실적부진은 여전

•   디지털타임스(P1): 내달 일반국민 백신접종...65세 이상 고령층 우선

•   디지털타임스(P1): 시중금리는 슬슬 뛸 준비

•   이데일리(P1): 최대주주 정몽구 Vs 그룹회장 정의선…현대차그룹 총수는?

•   이데일리(P1): [코로나가 바꾼 골목상권]①영세 자영업 지형도 지각변동…불안한 민낯

•   이데일리: '최정우 2기' 포스코, 철강서 그린·모빌리티 다각화에 속도…안전에도 '방점'

•   이데일리: "CO₂ 제로 도전"..현대중공업그룹, 친환경 미래 선박 개발 박차

•   이데일리: [팩트체크]원전 비중, 2034년 10% vs 2050년 15%…누가 틀렸나

•   연합: 휴일 검사수 감소에도 400명 안팎…주요 지표악화 재확산 조짐

•   뉴시스: 대신證 "두산밥캣, 두산 산업차량 인수 나쁘지 않아"

•   뉴시스: 두산家 며느리' 조수애, ♥박서원과 아들 사진 올려 불화설 일축

•   뉴스핌: [ESG, 새로운 기회] '받고 더블' 쏟아지는 ESG 채권…삼성전자도 합류?

•   뉴스1: [단독]LG 이어 삼성도…美서 'QNED' 상표권 등록 실패

•   뉴스1: 38노스 "北 영변 핵시설 가동 정황 또 포착"

•   뉴스1: 공매도 금지 1년 코스피 72%↑…과거 위기때와 달리 '효과 톡톡'

•   뉴스1: "반란을 꿈꾸자"…동아대, 김동연 전 경제부총리 초청강연회

•   아주경제: [혼돈의 ESG]①S&P는 ‘S’·증권사는 ‘E’ 강조...기관별로 방점 달라

•   아주경제: [혼돈의 ESG] ②공시ㆍ회계에 파고든다...계량화 되는 ESG

•   아주경제: [혼돈의 ESG]③기준과 현실차...ESG 소송 잇따라

•   아주경제: [굴착기 슈퍼사이클]① 신흥국 공략나선 건설기계…원자재 슈퍼사이클에 '함박웃음'

•   아주경제: [굴착기 슈퍼사이클]② 현대건기, 두산인프라 합병으로 외형↑…볼보 잡는다

•   아주경제: [굴착기 슈퍼사이클]③ 신성장동력은 '스마트 건기'…기술개발 집중

•   부산일보: "억울하게 죽은 오빠를 도와주세요"…유족의 절규

※   청와대: 억울하게 죽은 오빠를 도와주세요

•   Power Engineering: Coal project financing totals $1T globally despite Paris, zero-carbon pledges, report says

•   WNN: US could operate a fusion plant by 2040, Academy says

•   FuelCellsWorks: FuelCell Energy Announces Joining Hydrogen Europe

•   에너지데일리: “지속가능한 에너지 미래… 에너지부문 탈탄소화에 달려 있다”

•   이투뉴스: 산단 집단에너지서도 LNG열병합 첫 등장

•   이투뉴스: 아무도 모르는 장기 국가 송전망 계획

•   For Construction Pros: What Does the $1.9 Trillion COVID Relief Package Hold for Infrastructure?

•   대한경제: “더이상 기업 못하겠다”…규제 장벽에 韓기업 ‘엑소더스’ 가속

•   대한경제: “규제장벽에 기업하기 힘들다”… 미래기술•인력, 脫脫 털릴 판

•   대한경제: 제조업 해외직접투자 2017년 89억달러→2019년 184억달러

•   OilPrice.com: The Global Energy Transition Could Transform African Economies

•   OilPrice.com: How Middle East Producers Are Pricing Their Oil

•   OilPrice.com: JP Morgan: U.S. Shale Production Set To Climb

•   OilPrice.com: Why Are Investors Turning Their Backs On Fossil Fuel Projects?

•   OilPrice.com: GM Is Betting Big On Electric Vehicles

•   OilPrice.com: Will Air-Powered Vehicles Ever Become A Reality?

•   OilPrice.com: Can Fuel Cell Cars Compete With The EV Boom?

•   MINING.com: Europe lagging in battery metals production – report

•   MINING.com: Researchers find new way to locate untapped rare earths deposits worldwide

•   CNET: iPhone 13: All the design and color changes we're expecting

•   CNET: Is Apple's foldable iPhone real? Here's everything we've heard

•   DIGITIMES: SMIC striving to regain chip orders

•   DIGITIMES: Notebook PCB makers consider raising quotes

•   전자신문(P1): [단독] 삼성전자, 구글 자율주행차 웨이모 '두뇌' 개발한다

•   전자신문(P1): 드론 추락사고 낙하산으로 예방한다

•   전자신문: 자율주행차 상업 운행 시대' 열렸다...하반기 유료화 모델 속속 등장

•   전자신문: 과기정통부-이통3사·삼성전자 등 28GHz 5G 망 활성화 TF '킥오프'

•   전자신문: [세종만사]투기 의심 '0'명에도 조마조마한 국토부

•   전자신문: 한전 전력연구원, 세계 최고 수준 해상풍력 기술 개발…에너지전환·친환경 대응 박차

•   Phone Arena: Apple's entire iPhone 13 family is 'likely' to bring a highly anticipated feature to market

•   Robotics Tomorrow: How AI is Changing the Future of Supply Chain Costs

•   Robot Report: Desmasa launches new mobile manipulation system

•   Dronelife: The Rolls-Royce of Passenger Drones

[Opinions]

•   Project Syndicate(Hermann Hauser): The Struggle for Technology Sovereignty in Europe

•   Project Syndicate(Lars P. Feld, Peter Jungen, Ludger Schuknecht): Why the Social Market Economy Succeeds

•   Project Syndicate(Angela Huyue Zhang): China’s Regulatory War on Ant

•   Project Syndicate(Eric Posner): Antitrust Is Back in America

•   FT(Editorial Board): The unhappy consequences of Lula’s return

•   FT(Editorial Board): Green investors need to hold companies to account

•   FT(Editorial Board): A tantalising glimpse of a post-vaccine world

•   FT(Editorial Board): Lessons from the costly failings of UK test and trace

•   FT(Ruchir Sharma): By targeting house prices, New Zealand shows the way

•   FT(Martin Sandbu): US stimulus package leaves Europe standing in the dust

•   FT(Tony Barber): CDU stumbles as the Merkel era draws to its close

•   FT(Michael Mackenzie): The value proposition for markets

•   FT(Merryn Somerset Webb): Want a greener world? Don’t dump oil stocks

•   FT(Tim Harford): Technology has turned back the clock on productivity

•   FT(Shanna Swan): The severe cost of the world’s baby bust

•   FT(Andrew Edgecliffe-Johnson): Climate plans of big companies need substance

•   FT(Derek Brower): Oil sector revival has producers eyeing boom times

•   WSJ(Andy Kessler): Small-Business Loans Are MIA

•   WSJ(Scott Gottlieb, Caitlin Rivers): How to Make Spring the Last Lost Semester

•   WSJ(Tunku Varadarajan): How Israel Became the World Vaccine Leader

•   WSJ(Jared Kushner): Opportunity Beckons in the Mideast

•   WSJ(Alexander William Salter): America Doesn’t Need More Stimulus

•   NYT(Jamelle Bouie): Joe Biden Knew He Was Onto Something Long Before We Did

•   NYT(Ezra Klein): How America’s Covid-19 Nightmare Ends

•   NYT(Anna Sauerbrey): What Happened When Germany’s Far-Right Party Railed Against Lockdowns

•   NYT(Jennifer B. Nuzzo, Emily N. Pond): Covid Vaccines Aren’t Enough. We Need More Tests.

•   WP(Editorial Board): U.S. sanctions for the Uyghur genocide are hurting China. But they aren’t enough.

•   WP(E.J. Dionne Jr.): Will China get our country moving again?

•   WP(Helaine Olen): Joe Biden’s covid-19 relief bill is an extraordinary achievement

•   Bloomberg(Daniel Moss): 16th-Century Traders Could've Predicted Zero Rates

•   Bloomberg(Brian Chappatta): The Credit Market’s Worst Year Since 1980 Isn’t So Bad

•   Bloomberg(John Authers): Stockpickers Can Breathe Again as FANGs Stumble

•   Bloomberg(Robert Burgess): The Number of the Week Is $1.9 Trillion

•   Bloomberg(Julian Lee): OPEC Is Holed Below the Waterline, It Just Doesn’t Know It Yet

•   Bloomberg(Brooke Sutherland): Factories Are Gearing Up for a Post-Covid Boom

•   Bloomberg(Karl W. Smith): How Biden Transformed the Republican Debate Over Poverty

•   Bloomberg(Michael R. Strain): Will the Stimulus Work? Watch These 3 Metrics

•   Bloomberg(Tim Culpan): Foxconn’s U.S. Future Means Taking on Musk in Wisconsin

•   Bloomberg(Karen E. Young): Gulf Arab States Should Make the Most of Oil’s Last Boom

•   Bloomberg(Aashish Chandorkar): How Do You Take 1.3 Billion People to the Bank?

•   Bloomberg(Kori Schake): Biden Foreign Policy Has the Words Right But the Economics Wrong

•   Bloomberg(Max Hastings): America Is Headed to a Showdown Over Taiwan, and China Might Win

•   Bloomberg(Matthew Yglesias): Now It’s Biden’s Turn to Schedule Infrastructure Week

•   CNN(Julian Zelizer): Biden needs to keep his foot on the gas for a full Covid-19 recovery

•   CNN(Kent Sepkowitz): Where the scariest Covid-19 story is playing out

•   CNN(Scott Jennings): Biden didn't really tell the 'truth' about his Covid relief bill (opinion)

•   CNN(Lisa Curtis): How Biden's foreign policy builds on Trump's

•   CNBC(Frederick Kempe): Russian-Chinese pact to explore moon underscores Moscow’s estrangement from U.S.

•   CNBC(Paul Hudson): Sanofi CEO on navigating Covid one year later. Now what?

•   MarketWatch(Mark Hulbert): Why inflation makes holding bonds for the long run riskier than owning stocks

•   MarketWatch(S.P. Kothari): The financial markets almost seized up a year ago — it’s time to finally make fixes

•   Fox News(Tucker Carlson): Coronavirus isn’t the last pandemic America will face - here are the lessons we should learn

•   Reuters(Mike Dolan): The corporate Taxman cometh

•   Nikkei Asia(Hiroshi Murayama): East Asia faces population drop 10 years earlier than anticipated

•   한경(한상춘): 포스트 코로나 시대…물가·금리 '스파이크' 우려

•   서경(사설): 태양광에도 재난지원금, ‘묻지마 퍼주기’ 도 넘었다

•   경향(강정민): ‘핵융합발전’은 미래의 희망 에너지원일까