Business Intelligence Monitor 210318

(Introduction)

[Markets]

•   Global: Stocks gain, dollar drops after Fed holds on rates

•   US: Plug Power, a Reddit darling, dives after announcing it will restate financial results

•   Eurozone: Volkswagen Becomes Germany's Most Valuable Stock on Electric Vehicle Enthusiasm

•   Eurozone: Greece sells first 30-year bond since 2008 financial crisis

•   한국: 연준 경계감 속 코스피 0.64% 하락 마감…3,040대

•   한국: 폭스바겐 쇼크에 배터리 3사, 이틀새 시총 12조 '방전'

•   한국: 두산그룹주 하락 많아, 두산 두산밥캣 내리고 두산퓨얼셀 올라

•   Metals: Copper rises on signs of higher demand but dollar caps gains

•   Grains: Soybeans slide on slowing U.S. exports, Argentina rains

[Indicators]

•   US Feb. Housing starts: U.S. Housing Starts Stumble as Winter Weather Impedes Momentum

•   US Benchmark rates: Fed Holds Steady on Interest Rates, Bond Purchases

※   Fed: Federal Reserve issues FOMC statement

※   Fed: Federal Reserve Board and Federal Open Market Committee release economic projections from the March 16-17 FOMC meeting

※   WSJ: Fed’s Biggest Challenge Could Be an Economy Beating Its Expectations

※   WSJ: Transcript: Fed Chairman Jerome Powell’s Postmeeting Press Conference

※   Bloomberg: The Fed’s New Dot Plot After Its March Policy Meeting

•   US Weekly Mortgage rates·applications: Mortgage refinance demand tanks 39% as rates continue to climb

•   Eurozone Jan. Construction output: Eurozone Construction Output Rises In January

•   한국 2월 고용: 2월 취업자 47만3천명↓…'최악 고용충격' 1월보단 감소폭 줄어

•   Japan Dec. Household assets: Japan household assets hit record in Dec. as cash reserves increase

•   Japan Feb. Balance of trade: Japan's Feb. exports see 1st drop in 3 months on weak US demand

•   Brazil Benchmark rates: Brazil Lifts Key Rate to 2.75% in Strong Move to Tame Inflation

[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: China Plans to Ask U.S. to Roll Back Trump Policies in Alaska Meeting

•   WSJ: U.S. Subpoenas Chinese Companies in Security Probe

•   WSJ: Treasury Department Says It Has Issued 90 Million Stimulus Payments

•   WSJ: Biden’s $1.9 Trillion Relief Plan Is More—Much More—of the Same

•   WSJ: How the WHO’s Hunt for Covid’s Origins Stumbled in China

•   WSJ: U.K. Covid-19 Strain May Account for 25% to 30% of U.S. Cases

•   WSJ: House Votes to Extend PPP Application Deadline

•   WSJ: Biden Says Gov. Andrew Cuomo Should Resign if Allegations Confirmed in Investigation

•   WSJ: Bernie Sanders Targets CEO Pay in Effort to Keep Spotlight on Workers

•   WSJ: IRS to Delay Tax-Filing Deadline Until Mid-May

•   WSJ: Toyota, Honda Shut U.S. Factories as Supplies Run Short

•   WSJ: Texas Freeze Triggers Global Plastics Shortage

•   WSJ: New Houses Are Costing More as Prices Jump for Wood, Bricks

•   WSJ: U.S. Antitrust Officials Unlikely to File Supreme Court Appeal in Qualcomm Case

•   WSJ: Ticket? Passport? Add a Covid Vaccination Card to the List of Must-Have Travel Documents

•   WSJ: Apple Scores Legal Win in France Over App-Privacy Changes

•   NYT: Some Long Covid-19 Patients Feel Better After Vaccine Doses

•   NYT: Where’s My Stimulus Payment? Maybe in Your Account. (Finally!)

•   NYT: Treasury Ramps Up Racial Equity Review as It Deploys Relief Funds

•   NYT: A Close-Up Picture of Partisan Segregation, Among 180 Million Voters

•   NYT: Europe’s Vaccine Suspension May Be Driven as Much by Politics as Science

•   NYT: How to Clean Up Steel? Bacteria, Hydrogen and a Lot of Cash.

•   WP: AstraZeneca covid vaccine suspended even as third wave hits Europe

•   WP: The Commodity Futures Trading Commission to create a climate risk unit Wednesday

•   WP: Biden administration makes a pitch to South Korea to team up with Japan as it seeks to counter China

•   WP: The Daily 202: Biden goes from two messages on North Korea to one

•   WP: Ford gives 30,000 employees the option to work from home forever, another sign of workforce transformation

•   FT: Von der Leyen signals possible emergency Covid vaccine controls

•   FT: US targets Chinese and HK officials for undermining city’s autonomy

•   FT: US warns China it will enforce sanctions on Iran oil shipments

•   FT: IEA pushes back against Wall Street calls for oil ‘supercycle’

※   IEA: Oil Market Report - March 2021

•   FT: Divisive election looms in Madrid as Spanish politics polarise

•   FT: US fires warning shot at Johnson on Northern Ireland

•   FT: NHS warns on ‘significant reduction’ in vaccine supplies

•   FT: Martin tells Biden UK and EU must ‘stand by’ Brexit trade rules

•   FT: Northern Ireland tensions pose a threat to UK-US trade deal

•   FT: Half of UK managers back mandatory Covid vaccines for office work

•   FT: Protesters playing ‘dangerous game’ with Myanmar’s economy, warn businesses

•   FT: UAE offers third shot of Chinese vaccine in some cases

•   FT: ‘The stimulus has landed’: US retail traders set to hit stock market

•   FT: Emerging market investors focus firmly on central bank decisions

•   FT: China’s Baidu set to raise $3.1bn in Hong Kong stock listing

•   FT: Vehicle chargers follow Wall Street buzz to plug into Spacs

•   FT: AstraZeneca and Catalent defend Covid vaccine manufacturing process

•   FT: Voting rights: the battleground that could determine the next US election

•   FT: Big business lost out in Biden’s $1.9tn stimulus — but still supports it

•   FT: FTWeekend Digital Festival: The pandemic and the post-Covid economy

•   FT: FTWeekend Digital Festival: How Biden can rebuild the tattered world order

•   Bloomberg: Biden Vows to Raise Taxes on Families Earning Over $400,000

•   Bloomberg: U.S. Manufacturers Urge Biden to Deploy Tougher China Strategy

•   Bloomberg: Covid-19 Variants Threaten U.S. Progress in Fighting Pandemic, Fauci Says

•   Bloomberg: Wells Fargo CEO ‘Bullish’ on U.S. Economy in Second Half of Year

•   Bloomberg: Ex-PBOC Official Warns of ‘Huge’ Losses With Monetary Tightening

•   Bloomberg: India Favors Retaining RBI’s Inflation Target Program

•   Bloomberg: Vietnam Considers Vaccine Passport, May Resume Overseas Flights

•   Bloomberg: Philippines Central Bank Sees Limited Spillover From Inflation

•   Bloomberg: Drone Delivery Startup Poised to Expand U.S. Operations With New Funding

•   Bloomberg: Apple (AAPL) To Announce New iPads in April

•   Bloomberg: Coupang Pares IPO Surge Before Insiders Get Early Shot to Sell

•   Bloomberg: India Considers 2050 Net-Zero Target, a Decade Before China

•   Bloomberg: Biden’s Solar Dreams Collide With Scorn for China ‘Genocide’

•   Bloomberg: Bond Investors Risk Climate-Change Hit to Economic Growth

•   Bloomberg: EU Rules, Bank Pledges Signal New Day for Europe: Green Insight

•   Bloomberg: Soaring Biofuel Costs Are Latest Sign of Americans Driving Again

•   Bloomberg: China Takes Aim at a Booming $7 Billion Market for Dirty Oil

•   Reuters: Lockdown, trade woes stunt UK economy ahead of 2021 recovery

•   Reuters: AstraZeneca says UK vaccine delivery schedules not affected after Britain supply warning

•   Reuters: India says it has no concern about AstraZeneca vaccine side effects

•   Reuters: Vietnam says homegrown COVID-19 vaccine to be available by fourth quarter

•   Reuters: North Korea says U.S. attempted to initiate contact in 'cheap trick': KCNA

•   Reuters: Soaring prices spur miners' hunt for growth, fueling indigenous and investor ire

•   Reuters: Apple Inc spending from 'green bonds' hits $2.8 billion

•   Reuters: Explainer: How worried should we be about reports of blood clots and AstraZeneca's vaccine?

•   Reuters: Analysis: Biden team's China focus puts South Korea on the spot ahead of talks

•   Reuters: Analysis: Sheen comes off green in crowded climate investment space

•   CNN: BMW unveils a new electric car, but says it isn't counting out gas engines just yet

•   CNBC: China exports surged late last year as consumer recovery picked up steam in U.S.

•   CNBC: WHO on AstraZeneca: Vaccinations should continue

•   CNBC: U.S. health experts try to ease Covid vaccine fears as AstraZeneca's shot faces EU review

•   CNBC: Infrastructure bill: Biden administration talks with business leaders about costs

•   CNBC: Italy and France ready to restart AstraZeneca vaccinations if regulators give the green light

•   CNBC: Covid vaccine: White House advisor Andy Slavitt thinks 89% of seniors will sign up

•   CNBC: How the Fed decision to keep interest rates low impacts your wallet

•   CNBC: Tesla is in a bubble and it’s ‘going down,’ top fund manager says

•   MarketWatch: This state has the least affordable housing market in the U.S. based on income — and it’s NOT California

•   Axios: Scoop: Inside the U.S.-Israel talks on Iran

•   Moneycontrol: Johnson & Johnson's COVID-19 Jab Effective In Countries With Variants, Says WHO Experts

•   SCMP: Xinjiang: EU ready to ‘cross a threshold’ with China sanctions, but unlikely to match hardline US approach

•   SCMP: Chinese economists debate potential for domestic stagflation, with most dismissing the risk

•   SCMP: C919: China seen certifying passenger jet this year, but can the plane claim market share from Boeing and Airbus?

•   Nikkei Asia: Blinken denounces China's 'strings attached' vaccine diplomacy

•   Nikkei Asia: Transcript of interview with US Secretary of State Antony Blinken

•   Nikkei Asia: Panasonic ditches European disposable battery units in pivot to EVs

•   Nikkei Asia: Quad should form foundation for broader international cooperation

•   Nikkei Asia: Japan to lift state of emergency in Tokyo area on Sunday

•   Nikkei Asia: Toshiba faces shareholder grilling over governance

•   Nikkei Asia: Analysis: China stages its own '2-plus-2' with US in frigid Alaska

•   Nikkei Asia: Smart contacts bring future into focus, along with maps and data

•   Economic Times: India's coronavirus cases see highest rise since December 13

•   Business Standard: India, Philippines most vulnerable in a taper tantrum-like scenario: S&P

•   Business Standard: India emerges global manufacturing hub for Covid-19 vaccine Sputnik V

•   매경(P1): 서초·제주, 공시가격 전면 재조사 요구

•   매경: 말도 안되는 공시가…집값 떨어진 제주마저 올랐다

•   매경: 실거래가 17억 같은데…보유세 개포 492만원 세종시는 260만원

•   매경: "공시가 깜깜이 인상은 불공정"

•   매경(P1): 삼성전자 소액주주 300만명시대…8살 주주도 엄마 손잡고 주총에

•   매경: "삼성, TSMC 언제 따라잡겠나"…동학개미 송곳 질문에 경영진 진땀

•   매경: 동학개미가 쏘아올린 '랜선 주총'

•   매경: 고동진 "새 갤노트 올해 출시 어려워…단종은 아냐"

•   매경(P1): 한국도 2033년에 화성 탐사선 보내자

•   매경: 한국 원자력의 힘…화성까지 도달시간 절반으로

•   매경: 선거 앞두고 슬그머니…추경 3조 늘린 정치권

•   매경: 법인세 더 걷어 청년실업 해결하자는 與 황당법안

•   매경: 이집트 간 한수원 "해외 원전사업 전력투구"

•   매경: 韓銀 "코로나 거리두기로 근로자 임금 7% 깎여"

•   매경: 40만원대 새 갤럭시A 방수 손떨림방지 고주사율 모두 갖췄다

•   매경: 효성重, 유럽 대용량 ESS 진출

•   매경: 부부 공동소유 권하더니…종부세 폭탄 맞겠네

•   매경: HUG 분양가기준 개선해도 중소·중견 건설사 '역차별'

•   매경: [Science in Biz] '각형' 배터리로 갈아타는 폭스바겐…'파우치형' LG·SK는 '덜컹'

•   매경: "전기차 충전 좀 대신 해주세요"…기아, 대리충전 서비스 나선다

•   한경(P1): "강력한 AI 생태계 구축에 미래 달렸다"

•   한경: "판 커진 AI 기술패권 경쟁…양자컴퓨터 개발, 인프라부터 갖춰야"

•   한경: 'AI국가전략' 세갈래 방향 추진 중

•   한경(P1): 노조법 시행령 입법예고…또 경영계 '패싱'

•   한경: '해고자 사업장 출입' 풀어놓고…뒷감당 알아서 하라는 정부

•   한경: 엎친데 덮친 반도체 산업…대만 가뭄에 TSMC '셧다운 공포'

•   한경: 이주열 한은 총재 "코로나, 경제에 장기 후유증 우려"

•   한경: 러시아, 코로나 백신 위탁생산 놓고 韓 제약회사에 '러브콜'

•   한경: 백화점에 몰린 '보복 소비'…코로나 지웠다

•   한경: 7월 공급되는 '40년 만기 주담대', 보금자리론과 비교해보니…

•   서경(P1): 탄소중립 R&D 비용 최대 67% 지원한다

•   서경: "채찍만으론 기업들 脫탄소 속도 못 내"···정부, 당근책으로 '연착륙' 유도

•   서경: LNG 발전 의존 갈수록 커지는데 ··· '껐다 켰다'에 미세먼지 30% 증가

•   서경: 산업계 "탄소중립 과속땐 해외이전·고용감소 불가피"

•   서경: [단독]'중대재해법'에 속타는 쿠팡, 경총에 SOS

•   서경: 잇단 보상 보이콧···3기신도시 '머나먼 첫 삽'

•   서경TV: [단독] 4,000억 '강남 빌딩 소유권' 재심 내달 14일 최종 선고

•   조선(P1): 한국 온 바이든의 외교안보 투톱 “北·中 전례없는 위협”

※   외교부: 한미 외교장관 회담 결과

※   U.S. Department of State: Strengthening the Ironclad U.S.-ROK Alliance

•   조선: 美국무, 한국이 꺼리는 中·北 인권까지 언급

•   조선(P1): [NOW] 일 아무리 잘해도 성과급 더 못주는 현대차의 딜레마

•   조선: 5명 고용 유지했다고 안주더니… 울어야 받는 재난지원금

•   조선: 이산화탄소 배출 제로… ‘암모니아 선박’ 나온다

•   조선비즈: 코로나가 반도체 '슈퍼사이클' 불렀다…"팹 장비 투자 3년 연속 최고치"

※   SEMI: Global Fab Equipment Spending Poised to Log Three Straight Years of Record Highs, SEMI Reports | SEMI

•   조선비즈: "車 반도체 생산기반 늘리고 기술 공동 개발"… 협업 나선 車·부품·팹리스 업계

•   조선비즈: 보유세 급등에도 매물 폭탄 없다는 이유… "사기도 어렵지만 팔기는 더 어렵다"

•   조선비즈: 4차 산업혁명 기술로 '포스트 코로나' 준비하는 기업들

•   조선비즈: [세종 르포] 스마트 산단 지정지엔 '벌집'이 가득…전직차관, 시의원 투기 의혹

•   인베스트조선: 변동성 확대에 가치평가 안갯속...'성장주' 셈법 복잡해진 한국 자본시장

•   중앙: 카드론 32조 역대급…빚투 20대도, 생활고 60대도 긁었다

•   중앙: 전기차로 갈아타는 완성차업계…내연기관차의 종말?

•   동아(P1): “국내도 아스트라 접종자 혈전… 백신과는 무관”

•   동아: 질병청,‘혈전 확인’ 닷새 지나 공개… “백신 불안 키우는 대응” 비판

•   동아: [단독]예방접종센터 못가는 75세 이상, 아스트라 접종 검토

•   동아: 피 굳는 혈전증, 누워 지내는 고령자에 발병 위험

•   동아: 아파트 ‘절세 매물’ 늘었지만… “집값 하락은 힘들듯”

•   동아: EU, 이르면 5월 ‘현대重-대우조선 기업결합’ 승인할 듯

•   동아: “ESG, 이미 뉴노멀로 자리잡아… 대응 못한 기업은 타격 불가피”

•   문화: 쌍용차 투자협상 난항… 인적 구조조정, 변수로 부상

•   국민: [알림] ‘수소경제로 미래를 선도하다’ 대한민국 신성장동력포럼 개최

•   머니투데이(P1): 당국이 은행 누르자…월 1조씩 2금융에서 빌렸다

•   머니투데이: 3%대 카드론도 나왔다···불타오르는 2금융 대출 마케팅

•   머니투데이: 은행 막으니 2금융이 반사이익…이자 더 내는 고신용자

•   머니투데이: 금융당국, '풍선효과' 제2금융권 대출 옥죄기 나서나

•   머니투데이(P1): [단독]"은행, 연 1000억 출연하라"…서민금융법 여야 합의

•   머니투데이(P1): 엔씨·네이버가 뚫었다' IT 첫 연봉 1억원 돌파 의미는?

•   머니투데이: 테슬라·폭바도 가격경쟁...'코발트 다이어트' 필수된 韓 배터리

•   머니투데이: 글로벌 완성차가 돈다발 들고 찾는 전기차 시대 '신병기'

•   더벨: 신용등급 하향 기조 더 굳어졌다...코로나19 여파

•   더벨: 완판 행진 속 한풀 꺾인 AA급 투심…금리 메리트 부각

•   헤럴드경제(P1): “잘하면 대박, 못해도 본전”...스팩 광풍 진실은?

•   헤럴드경제(P1): SK하이닉스, 2조 회사채 추진…국내 최대 발행규모

•   헤럴드경제: “선순환 유도 규제 개혁...세금 내는 ‘민간 일자리’ 확충 나서야”

•   헤럴드경제: 적자국채 발행에 3·5년 국채금리 급등...이자 부담 ‘눈덩이’

•   헤럴드경제: 글로벌 수소차 10대 중 7대는 ‘현대차’

•   헤럴드경제: 배터리·태양광·풍력 ‘기꺾인 脫탄소 섹터’...반등은 언제

•   파이낸셜뉴스(P1): 눈 낮춰도, 인턴 경험도 소용없다.. 지친 취준생 10명중 6명은 "포기"

•   파이낸셜뉴스: 노도강 6억이하도 재산세 늘어나나…‘영끌’했던 2030 뿔났다

•   파이낸셜뉴스: 불법거래에 칼 빼든 정부… "부당이익 최대 5배 환수" 검토

•   파이낸셜뉴스: 현대차, 올 영업익 6조7000억 ‘작년의 3배’

•   파이낸셜뉴스: 포스코·현대 등 철강가격 ‘인상 랠리’

•   파이낸셜뉴스: "수소에너지사업 글로벌 선두기업 될 것"

•   파이낸셜뉴스: ‘친환경·신에너지’로 포트폴리오 재편… ESG경영 속도 낸다

•   아시아경제(P1): 매입과 보상이 한몸?' 정부, LH서 보상부문 분리 추진

•   아시아경제: 아파트 묶었더니… 고삐 풀린 비주택 청약

•   이데일리(P1): [단독]2·4공공대책 흥행?…강남구, 대치 구마을 등 5곳 제안

•   이데일리(P1): 채권금리 급등·인플레 우려에도‥강남부자들은 "주식이 최고"

•   이데일리: 태양광 에너지로 나무 50만 그루 심고 탄소배출 없는 보트 제작

•   이데일리: “함께 멀리” 더불어 함께 하는 상생..투명한 지배구조 개선

•   이데일리: [인터뷰]"ESG 제 역할 못한 정부, 이제라도 기업과 머리 맞대야"

•   연합: 오늘 400명 안팎…확산세 억제 급한데 이동량 지속 증가 '불안'

•   연합: 원전이용률 상승에 한수원 웃고, 탈석탄에 화력발전사들 울고

•   더구루: 두산중공업, 국제 환경단체 지원…친환경기업 이미지 강화

•   글로벌이코노믹: 두산밥캣 EMEA법인, 유럽시장 공략

•   뉴데일리: 상의 떠나는 박용만 회장, 어디로… 중앙대 이사장 유력

•   매일신문: 공정률 99%' 신한울 1호기, 5월 중 운영허가 날듯

•   reNews: Siemens Gamesa chief expects 'turnaround' in 2021

•   FuelCellsWorks: Hydrogen to Play a Key Role in UK’s drive to Net Zero as HyNet Awarded £72 Million in Funding

•   에너지경제: [이슈분석] 전기차 배터리 ‘모양 삼국지’ 관건은 ‘가격’

•   에너지데일리: “탄소중립 위해 물류 수송, 도로에서 철도로 전환한다”

•   KHL: Doosan VINA delivers 2,600 tonnes of components

•   Construction Equipment: Nonresidential Weakness Fuels Employment Lag: AGC

•   OilPrice.com: How Biden’s Tax Hike Affects Oil

•   OilPrice.com: Biden’s Energy Agenda To Reduce Oil Production And Boost Prices

•   OilPrice.com: Wind Energy Installation Breaks Records In Pandemic Year 2020

•   OilPrice.com: Will Libya Crush OPEC’s Plans For A Tighter Oil Market?

•   DIGITIMES: Micron to shift resources from 3D XPoint to CXL memory

•   DIGITIMES: Taiwan foundries running at full capacity for mature processes

•   전자신문: [이슈분석]삼성전자, 스마트폰 '세계 1등'... 갤럭시A로 지킨다

•   전자신문: [이슈분석]전략적 요충지 '인도' 특화폰 파상 공세

•   Hannover Messe News: Cloud or Edge? Industrial Edge combines the best of both technologies

•   Robotics & Automation News: Comau launches new high-speed collaborative robot

•   Robotics Tomorrow: Sustainable Supply Chains in the Era of Industry 4.0

•   Robot Report: UR cartesian driver available for ROS

•   IEEE Spectrum: MIT’s HERMIT Crab Robots Can Do Anything You Shell Them To - IEEE Spectrum

•   로봇신문: 日 '커넥티드 로보틱스', 로봇팔 2대 이용해 자동조리 로봇 개발

•   물류신문: Part.3 식품 안전 걱정 해소할 솔루션으로 ‘블록체인’ 주목

•   물류신문: Part4. 새로운 디지털 기술, 유통업계 물류센터를 향한다

[Opinions]

•   Project Syndicate(Michael Spence): The Shape of Global Recovery

•   Project Syndicate(Laura Tyson, Susan Lund): The Post-Pandemic Labor Market’s Long-Term Scars

•   Project Syndicate(Olivia White, Anu Madgavkar): How to Spend $12 Trillion

•   FT(Editorial Board): Germany’s Christian Democrats are in trouble

•   FT(Editorial Board): Uber has taken a half-step on workers’ rights

•   FT(Valentina Romei): The problem with the UK house price index

•   FT(Amy Kazmin): Hiring quotas the latest headache for companies investing in India

•   FT(Robert McCauley): Banks need to be freed from Fed deposits

•   FT(Claire Jones): The Fed’s new framework has sown confusion

•   FT(Jamie Powell): Volkswagen is the new Tesla

•   WSJ(Editorial Board): The Fed Has No Worries

•   WSJ(Kamran Bokhari): The Hole in Biden’s China Strategy: Central Asia

•   WSJ(Eric Budish, Christopher Snyder): Bigger Is Better When It Comes to Vaccine Production

•   NYT(Thomas L. Friedman): One Year Later, We Still Have No Plan to Prevent the Next Pandemic

•   NYT(Frank Bruni): Not Ready for the End of the Covid Pandemic?

•   NYT(Shmuel Rosner): What’s Missing in Israel’s Election? Biden.

•   NYT(Gabriel Winant): Manufacturing Isn’t Coming Back. Let’s Improve These Jobs Instead.

•   NYT(Fiona Lowenstein, Hannah Davis): Long Covid Is Not Rare. It’s a Health Crisis.

•   WP(David Ignatius): The post-pandemic economy will boom — but not for all

•   WP(Henry Olsen): A talking filibuster will not help Democrats as much as some might think

•   WP(Charles Lane): Electric vehicles won’t fix our carbon dilemma without some hard choices along the way

•   WP(Frida Ghitis): Myanmar’s people are fighting back — even as the military guns them down

•   Bloomberg(Brian Chappatta): He Downgraded the U.S. a Decade Ago. He Stands By It.

•   Bloomberg(Brian Chappatta): Fed Meeting: Powell Refuses to Humor Bond Traders’ Tantrums

•   Bloomberg(Marcus Ashworth): Central Bankers Have Lost the Plot on Messaging

•   Bloomberg(Shuli Ren): Keynes Was Right. About Buying Property, at Least

•   Bloomberg(Nir Kaissar): Inflation Is Just a Monster Under the Bed for Investors

•   Bloomberg(Anjani Trivedi): What Carmakers Need to Tell You About Their Electric Plans

•   Bloomberg(Michael R. Strain): Would Biden’s Tax Hike Really Spare the Middle Class? Nope

•   Bloomberg(Jonathan Bernstein): There’s No Half-Way to End the Filibuster

•   Bloomberg(Eli Lake): The U.S. Talks Tough Before a Meeting With China

•   Bloomberg(Tim Culpan): See, Carmakers, the Chip Shortage Isn't Personal

•   MarketWatch(Peter Morici): Biden’s multilateralism invites conflict with China

•   Reuters(Mike Dolan): No real fight facing Fed so far

•   서경(문성진): 中 원전 굴기

•   이데일리(사설): 원전으로 돌아간 탈원전...정책 오류로 큰 대가 치렀다