Business Intelligence Monitor 210317

(Introduction)

[Markets]

•   Global: Global stocks steady ahead of Fed meeting

•   Eurozone: VW Soars Most Since Famous Short Squeeze on Plans to Beat Tesla

•   한국: 기관 매수에 코스피 0.70% 상승 마감…3,060대

•   한국: 폭스바겐 배터리 독립선언…LG화학 SK이노 급락

•   한국: 한전의 반전…7년 만에 전기요금 인상 기대, 6.4% 급반등

•   한국: 두산그룹주 거의 다 올라, 두산중공업 두산인프라코어 두산밥캣 상승

•   Metals: Copper slips ahead of Fed meeting

•   Grains: Nearby corn futures firm as USDA reports big sales to China

[Indicators]

•   US Jan. Business inventories: U.S. business inventories rise moderately in January as sales surge

•   US Feb. Retail sales, Industrial production: Retail Sales, Manufacturing Slip Ahead of Expected Spring Rebound

※   WSJ: Spending Is About to Spring Forward

•   US Feb. Export·Import prices: U.S. import prices rise strongly in February, boosted by crude oil, commodities

•   US Mar. NAHB housing market index: Homebuilder confidence drops as interest rates and lumber prices rise

•   Germany Mar. ZEW economic sentiment: German investor morale gains as broad-based recovery expected

•   한국 2020년 국내 지급결제동향: 작년 신용카드 사용액 16년 만에 처음 줄었다

•   한국 2020년 에너지 소비: 지난해 코로나19로 에너지 소비 4.0%↓…2년 연속 감소

•   한국 주간 아파트 가격(부동산114): 서울 아파트 매매·전세 가격 상승폭 2주째 축소

•   Brazil Jan. Employment: Brazil economy creates record number of formal jobs in January

•   Saudi Arabia Q4 GDP: Saudi Economy Contracted 3.9% in Fourth Quarter as Oil Drags

[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: Moderna Is Testing Its Covid-19 Vaccine on Young Children

•   WSJ: Fauci Hails U.S. Progress Fighting Covid, Warns Against Easing Health Precautions

•   WSJ: Fed Seen Standing Firm on Interest Rates, Bond Purchases

•   WSJ: Israel’s Covid-19 Vaccinations Hold Lessons for U.S.

•   WSJ: Coming ‘Vaccine Passports’ Aim for Simplicity

•   WSJ: Tidal Wave of ESG Funds Brings Profit to Wall Street

•   WSJ: Bank Warns of Surprise Change in Fed’s Rate View as Economy Mends

•   WSJ: Nokia to Cut Up to 10,000 Jobs to Offset 5G Investment

•   WSJ: iPhone Assembler Foxconn Hints at Making Electric Vehicles in U.S.

•   WSJ: Google to Cut Commission It Charges App Developers

•   NYT: Democrats, Pushing Stimulus, Admit to Regrets on Obama’s 2009 Response

•   NYT: Trump’s Incomplete Border Wall Is in Pieces That Could Linger for Decades

•   NYT: ‘I Have No Money for Food’: Among the Young, Hunger Is Rising

•   NYT: The Financial Crisis the World Forgot

•   WP: Biden faces growing political threat from border surge

•   WP: One word says a lot about the Democrats’ shift on the border

•   WP: Russia targeted people close to Trump in bid to influence 2020 election, U.S. intelligence says

•   FT: European capitals co-ordinated suspension of Oxford/AstraZeneca jab

•   FT: Brussels to propose Covid certificate to allow EU-wide travel

•   FT: Mind the economic gap: Europe and the US are drifting further apart

•   FT: ECB offers banks more leeway to clean up pandemic-hit balance sheets

•   FT: Germany contemplates possibility of ‘traffic light’ coalition

•   FT: UK to expand nuclear stockpile in post-Brexit security review

•   FT: ‘Taper tantrum’ and inflation replace Covid as top investor worry

•   FT: Treasury sell-off sweeps in to US corporate bond market

•   FT: Uber agrees crucial changes as it accepts UK drivers are workers

•   FT: Oil price rally tests drilling discipline in US shale industry

•   FT: North Sea oil and gas groups cut investment by £3bn

•   FT: World’s largest offshore wind turbine maker warns of price pressures

•   FT: Huawei records biggest jump in patent ownership in 2020

•   FT: Alibaba browser pulled from Chinese app stores

•   FT: China’s tech giants test way around Apple’s new privacy rules

•   FT: Bank of Japan wrestles with never-ending stimulus

•   FT: Philip Lane: ‘We have a unique initiative in Europe now — it is really quite something’

•   Bloomberg: Joe Biden Tax Plan: Higher Corporate Tax, Relief for Middle-Class Families

•   Bloomberg: Yellen’s Go-To Measure Shows U.S. Debt Is Still Getting Cheaper

•   Bloomberg: Astra Shot Doesn’t Thwart South Africa Variant in Study Data

•   Bloomberg: U.S. Small Businesses Are Holding Off the Debt Apocalypse. For Now.

•   Bloomberg: GOP Faces Biden’s Next Big Bill Weighing If It Should Ease Rules

•   Bloomberg: Vaccine Nationalism Threatens WHO’s 2021 Goal of 2 Billion Doses

•   Bloomberg: ECB's Peter Kazimir Urges Faster Fiscal Response as Bond Yields Curbed

•   Bloomberg: Bank of England Breaks From ECB’s Effort to Curb Market Rates

•   Bloomberg: AstraZeneca Covid Vaccine Paused in Sweden While EMA Reviews Side Effects

•   Bloomberg: French Economy Set for Firmer 2021 as Restrictions Hurt Less

•   Bloomberg: Xi Warns Against Tech Excess in Sign Crackdown Will Widen

•   Bloomberg: Russia Considers Spending Wealth Fund Billions on Infrastructure to Speed Growth

•   Bloomberg: PBOC Official Proposes New Law to Better Control Financial Risks

•   Bloomberg: Envoy Sees ‘a Lot of Continuity’ in Biden’s Early Taiwan Policy

•   Bloomberg: Brazil Went All-In on Covid Stimulus But Let the Virus Run Wild

•   Bloomberg: Brazil’s New Health Chief Signals Little Change to Covid Policy

•   Bloomberg: Bill Gross Says He’s Short Treasuries, Expecting 3%-4% Inflation

•   Bloomberg: Inflation Fears Fuel 24 Weeks of Inflows to $4 Billion Loan ETF

•   Bloomberg: Intel, Ford Urge Tax Benefits for Chips, U.S. Manufacturing

•   Bloomberg: What Countries Will Fight Over When Green Energy Dominates

•   Bloomberg: World’s Three Biggest Coal Users Getting Ready to Burn Even More

•   Bloomberg: If Tesla Is the Apple of Electric Vehicles, Volkswagen Is Betting It Can Be Samsung

•   Reuters: Biden wants to make child tax credit permanent, White House says

•   Reuters: Pfizer to deliver 200 million vaccine doses to EU in second quarter

•   Reuters: India widens coronavirus curbs as infections top 20,000 for 6th day

•   Reuters: Exclusive: India readies Saudi oil import cut as stand-off escalates - sources

•   Reuters: Exclusive: Investors value China's Ant Group at over $200 billion after IPO halt - sources

•   Reuters: China must shut 100 GW coal-fired power capacity to meet climate goals - research

•   Reuters: Germany, Canada agree to explore green hydrogen development

•   Reuters: Analysis: Private equity investors fret over record U.S. buyout prices

•   Reuters: Analysis: Qatar tightens global gas market grip with bold expansion moves

•   CNN: Wall Street's biggest fear isn't Covid. It's inflation

•   CNBC: Blinken warns China to not use 'coercion and aggression' to get its way

•   CNBC: The Fed must walk a fine line Wednesday as financial markets hang in the balance

•   CNBC: Iran reveals underground 'missile city' as regional tensions rise

•   CNBC: Volkswagen CEO says he wants to 'get close and then overtake' Tesla

•   CNBC: The U.S. solar industry posted record growth in 2020 despite Covid, report finds

•   CNBC: 2 charts show how much the world depends on Taiwan for semiconductors

•   CNBC: Hydrogen is currently the only solution to decarbonize some industries, RWE exec says

•   CNBC: Hydrogen ETF aims to seize on $11 trillion opportunity: Defiance CIO

•   MarketWatch: How much does it cost to charge an electric car? We do the math

•   Fox Business: Yellen says Biden still open to wealth tax, other increases for top earners

•   SCMP: US-China relations: both sides set to talk tough at Alaska summit – but it still may be progress of a kind

•   SCMP: China’s tech megacity Shenzhen at risk of being high-income trap as GDP soars

•   SCMP: China debt: State Council says local governments must ‘tighten their belts’ and cut debt to reduce financial risks

•   SCMP: China digital currency: US ‘worried’ as it falls ‘behind the curve’ in race for financial technology innovation

•   SCMP: China-Australia relations: barley dispute going to WTO as headwinds loom in Australia’s alternative markets

•   Global Times: TikTok owner ByteDance makes foray into AI chipset amid in-house R&D wave

•   Nikkei Asia: Japan PM Suga receives COVID jab before Biden meet in April

•   Nikkei Asia: US and Japan express 'serious concerns' over China coast guard law

•   Mainichi: Myanmar plants run by Japan's Fast Retailing partner set ablaze

•   Mainichi: Japanese startup, university develop 2-minute COVID-19 test

•   매경(P1): 네이버-신세계-CJ '反쿠팡 동맹' 떴다

•   매경(P1): 與野, LH 투기의혹 특검 합의

•   매경(P1): 전국이 종부세 날벼락…부산 삼익비치 공시지가 2배 올라 12억

•   매경: "어, 아랫집은 안내는데…왜 우리집만 종부세 내죠?"

•   매경: 서민들도 부글부글…공시가 1억 미만 주택 19만개 청약 세제혜택 사라져

•   매경: 상위 1% 세금이라더니…세종 부산 대구 30평대도 종부세

•   매경: "이런 가렴주구가 없다"…종부세 '9억 기준' 12년째 그대로 '세금 폭정'

•   매경: 강남 10평대·마용성 20평대도 종부세

•   매경(P1): 한국, 항공우주 키우면 일자리 53만개…창간 국민보고대회

•   매경: 금감원, 금융사 비주택 담보대출 긴급점검

•   매경: '대중 포위망' 좁혀오자…한국에 눈치주는 中

•   매경: 대만 에이수스 게이밍폰에 삼성디스플레이 OLED탑재

•   매경: [단독] 쌍용차 "이달중 HAAH 투자의향서 받겠다"

•   매경: 각형·파우치형·원통형이 뭐길래…

•   매경: "M&A 열기 뜨거운 업종이 주가 전망도 밝아"

•   한경(P1): '빅5' 기업 주주 500만명…'전 국민 주식투자 시대'

•   한경(P1): 정의선의 소통…"보상·승진체계 선진화"

•   한경: 품질·고객 강조한 정의선 " 가장 두려운 건 무관심"

•   한경: "완전자율주행 2023년 상용화…안전부문 톱 제품 내놓을 것"

•   한경: "바꾸겠다, 사업 키우겠다"…보상도 미래도 직원과 공유하는 총수들

•   한경: [단독] '탈원전' 외치던 文정부…비용 급증에 원전 가동 늘렸다

•   한경: 국민연금 수령 500만명 돌파…2041년엔 적자로 돌아설 듯

•   한경: 원·달러 환율 가파른 상승에 '차익실현'…이달들어 달러예금 10억달러 감소

•   한경: 저축은행 가계대출 27%가 '高금리'

•   한경: 삼성, 화웨이 제치고 캐나다에 5G 장비 공급

•   한경: '신사업 실탄' 확보 나선 기업들…앞다퉈 자금조달 한도 늘린다

•   서경(P1): 부작용 논란 AZ 백신, 뒤늦게 접종 중단 검토

•   서경(P1): [단독] 선거 눈치만 본 '3차 재난지원금' 지급

•   서경: "매출기준 무시한채 재난지원금 퍼주기···집행 자랑만"

•   서경(P1): 집값 안올라도 매년 4.4조 껑충···'징벌'이 된 보유세

•   서경: 공시가 이의신청 역대급 예고···국토부, 대부분 수용 안할듯

•   서경: '징벌'이 된 보유세···토지·단독주택 공시가격도 급등

•   서경: LNG값 등 급등에 인상 불가피한데···눈치보는 전기요금

•   서경: 韓銀 '통안증권 발행' 축소···국채금리 오르자 긴급 처방

•   서경: [단독] 'LH 땅투기'만 문제?···거래소·금감원도 불법거래 판친다

•   서경: 악화된 여론에 ..부동산거래법 제정 3월 통과 물 건너가

•   서경: 동학개미, 삼성전자 지분 15% ···"74조원 삼전에 걸었다"

•   조선(P1): [NOW] ‘월화수목일일일’… 코로나가 불지핀 주4일제

•   조선(P1): 김여정 “3년전 봄날 다시 안와” 한미훈련 맹비난

•   조선: 젊은층서 아스트라 백신 이상반응 강해… 해열제 챙기고 통증 부위 얼음찜질해야

•   조선: 한국은 아스트라 60만명 접종… 혈액응고 0건

•   조선: 박원순 피해자 오늘 10시 기자회견, 선거 앞둔 정치권 초긴장

•   조선: LG 휴대폰 사업, 못파나 안파나

•   조선비즈: 삼성, 북미서 5G 장비 드라이브 걸지만…화웨이·에릭슨·노키아 3강의 높은 벽

•   중앙: 백신휴가 필요한가…맞은 의사들 “몸살처럼 하루 앓았다”

•   중앙: 정세균 “백신휴가 제도화 필요”…국회서도 법안 발의

•   중앙: [단독]접종 8일뒤 숨진 60대 다리에 혈전…"연관성 확인 안돼"

•   중앙: 삼성 50만원대 '가성비폰' 나온다…갤A시리즈 모델명의 비밀

•   동아(P1): [단독]정부 “남북 판문점선언 되살리겠다” 北 “3년전 봄날 다시 오기 어려울것”

•   동아: [단독]정부, 남북정상 합의 복원 구상… 김여정은 “임기말 고통스러울것”

•   동아(P1): 文 “국민께 송구” LH파문 14일만에 첫 사과

•   동아: 코로나發 항공물류비 폭등… 수출기업들 ‘눈물’

•   문화: 남동발전, 2019년 온실가스 418만t 감축… 탄소중립 선도

•   한국(P1): 블링컨 "대북전략 모든 선택지 재검토"..."여러 압력수단" 거론

•   머니투데이(P1): 코로나 한창인데 2년 전으로 돌아간 금리···한국은행 등판?

•   머니투데이: '1000조 나랏빚'에 이자만 매년 20조...빚내서 이자 갚을 판

•   머니투데이: 금리 1%만 올라도 대출이자 12조 뛰는데···"돈 더 풀자"는 정치권

•   머니투데이: 빚에 중독된 일본, 그걸 따라가는 한국

•   머니투데이(P1): 희망고문 될라…전제 조건 까다로운 '11월 집단면역'

•   머니투데이(P1): [단독]與野 '한국형 ESG' 초당적 논의…SK-LG에 '러브콜'

•   머니투데이: 보유세 급증 2주택자 "미안하지만 세입자에게 전가해야겠다"

•   머니투데이: [단독]신도시 강행...토지몰수 소급적용해 즉시시행 유력

•   헤럴드경제: TSMC 또 가격 인상...‘쇼티지 쇼크’ 장기화

•   헤럴드경제: 주담대 금리 오름세...주택시장 향방은

•   파이낸셜뉴스: "6월 1일 전에 팔자"… 2·4 대책 이후 아파트 매물 늘었다 ['공시가 급등' 집값 변곡점 맞나]

•   파이낸셜뉴스: 신규 상장기업 21곳 중 16곳, 수익률 ‘마이너스’

•   파이낸셜뉴스: 2월 부동산 매매 반토막… 매수세 한풀 꺾였나

•   파이낸셜뉴스: 세계는 ‘원전 르네상스’… ‘수출강국 도약’ 에너지대계 세워야 [동일본지진 10년 원전의 현주소]

•   파이낸셜뉴스: 원자재값 급등에 건설기계 시장도 ‘기지개’

•   파이낸셜뉴스: 서해 해상풍력발전단지 20조 투입

•   아시아경제(P1): [단독]SKT 박정호 “이베이코리아 인수전 참여 당연” 공식화

•   이데일리(P1): 코로나에도 상장사 배당 사상 최대…투자매력도 '쑥'

•   이데일리: [줌인]너도나도 수시채용 도입하는데…삼성은 왜 공채를 고수할까

•   이데일리: 3%룰 등 개정 상법 첫 적용'…삼성·LG주총에 시선집중

•   연합: 오늘 다시 400명대 중후반…목욕탕·사업장 등 '일상 감염' 확산

•   연합: 경남도, '8MW급 부유식 해상풍력시스템 개발' 국책과제 선정

•   KBS: [단독] 미얀마 임시정부 국제대표 틴 린 아웅 “미얀마는 전쟁 중, 반드시 이길 것”

•   아주경제: [車 배터리 대전]① 중국 손들어준 폭스바겐…LG·SK 배터리 OUT

•   아주경제: [車 배터리 대전]② EU의 ‘배터리 탈아시아' 선언…시장 판도 바꿀까

•   아주경제: [車 배터리 대전]③ 요동치는 배터리 시장…한·중·일·EU 패권경쟁

•   뉴데일리: 박정원號 '미래 두산'은… 신재생 에너지기업

•   굿모닝경제: 한기평 “두산 산업차량BG,매각, 재무구조는 개선… 신용도 영향 제한적”

※   한국기업평가: 두산의 산업차량 BG 매각에 대한 KR의 견해 - 별도기준 재무구조 개선되지만, 신용도에 미치는 영향은 제한적

•   투데이에너지: 英, 한국과 수소분야 협력기회 확대

•   KHL: European equipment sales healthy despite Covid

•   OilPrice.com: Permian Production Set To Rise Despite Shale Decline

•   OilPrice.com: How China Became The Saudi Arabia Of Renewables

•   OilPrice.com: The World Needs $131 Trillion In Clean Energy Investment By 2050

•   MINING.com: EV Metal Index doubles year-on-year as lithium, cobalt prices rally

•   DIGITIMES: Networking chip supply getting tight

•   DIGITIMES: Notebook chip overbooking concerns: Q&A with Edom chairman Wayne Tseng

•   전자신문(P1): 디지털전환 핵심 '데이터센터'...'3년 내 24곳' 추가로 세운다

•   전자신문: [이슈분석] 정부, 차량용 반도체 자립화 '시동'…미래 먹거리 선점한다

•   전자신문: [이슈분석]반도체 업계 “정부, "수요-팹리스 간 가교 역할 해야"

•   전자신문: [이슈분석]車 반도체 수급난…글로벌 완성차 시장 직격탄

•   전자신문: [이슈분석] 현대차그룹, 4년간 미래 기술에 5조원 이상 투자

•   전자신문: [이슈분석]정의선式 과감한 모빌리티 투자…현대차 미래 먹거리로

•   전자신문: [이슈분석]토요타·폭스바겐도 전동화·로봇·자율주행 투자 가속화

•   전자신문: 지난달 해상풍력 발전사업 허가 10조원대...국내 업체 숨통 트이나

•   Robotics & Automation News: Baidu receives green light to demonstrate commercialized autonomous vehicles in China

•   Robotics Tomorrow: AGV Robotization: The Solution

•   물류신문: 물류업계, 적극적인 인수·합병 통해 포스트 코로나 시대 대비

•   물류신문: 글로벌 AI 스타트업도…이제 ‘물류’가 핵심

[Opinions]

•   Project Syndicate(Jennifer Nuzzo, Elmira Bayrasl): Stopping the Next Pandemic

•   Project Syndicate(Giulio Boccaletti): Climate Constitutionalism

•   Project Syndicate(Sanjeev Krishna, Yolanda Augustin): The UK Government’s Pandemic Shame

•   Project Syndicate(Katharina Pistor): Green Markets Won’t Save Us

•   Project Syndicate(Robert Skidelsky): Sequencing the Post-COVID Recovery

•   Project Syndicate(Jayati Ghosh): Credit-Rating Agencies Could Derail Economic Recovery

•   FT(Editorial Board): Side-effect fears should not derail vaccinations

•   FT(Editorial Board): Building ‘Global Britain’ will require hard choices

•   FT(Martin Wolf): Economies can survive a stock market crash

•   FT(Janan Ganesh): America’s progressive revolution is not here yet

•   FT(Mohamed El-Erian): How to overcome the uncertainties of the Fed and market psychology

•   FT(Mario Monti): An ambitious agenda is needed for the post-Covid ‘normal’

•   FT(Tom Mitchell): Business worries intensify over China’s tightening grip on Hong Kong

•   WSJ(Alan S. Blinder): There’s No Need to Panic About a Little Inflation

•   WSJ(Walter Russell Mead): Why the U.S. Won’t Leave the Indo-Pacific

•   NYT(Paul Krugman): The Pandemic and the Future City

•   NYT(John A. Dearborn, Desmond S. King,Stephen Skowronek): How to Tame the Presidency After Trump

•   NYT(Greg Bensinger): Facebook Is Better Without Trump

•   WP(Jennifer Rubin): Biden is right. America doesn’t need Trump’s advice on vaccines.

•   Bloomberg(Conor Sen): A Dovish Fed Should Embrace the Market's Optimism

•   Bloomberg(John Authers): China Can Avoid a Stocks Crash. Now the Bad News

•   Bloomberg(Lionel Laurent): Slamming Brakes on AstraZeneca Has Side Effects

•   Bloomberg(Peter R. Orszag): Europe Is Poised to Set Climate Standards for the World

•   CNN(Michael Camuñez): America's coming vaccine glut (opinion)

•   CNBC(Karen Firestone): Big tech stumbled into 2021. Don’t let that distract you from their long-term growth prospects

•   MarketWatch(Brett Arends): Why $40 billion in stimulus won’t go ‘into’ stocks

•   MarketWatch(Paul Brandus): How Biden’s climate-change directives could wind up cooling real estate markets on the coasts

•   Fox News(Cal Thomas): President Biden, tell the truth about COVID – and efforts to fight the virus

•   Reuters(Clyde Russell): China resumes storing crude oil, but rising prices may limit flows

•   한경(사설): 전력구입비 급증하자 원전 가동 늘린 정부, 자가당착 아닌가

•   서경(정동욱): 신한울3·4호기, 연장 아닌 재개돼야