Business Intelligence Monitor 210319

(Introduction)

[Markets]

•   Global: U.S. yields hit new heights; oil skids amid COVID-19 fears in Europe

•   한국: FOMC 안도감에 코스피 0.6% 상승 마감…3,060대

•   한국: SK바이오사이언스 오늘도 상한가?…첫 날 매수 잔량만 1조 쌓였다

•   한국: 두산그룹주 거의 다 내려, 두산중공업 오리콤 하락 두산퓨얼셀 제자리

•   한국: 달러 더 풀겠다는 Fed…韓 국고채금리·환율 내림세로

•   Metals: Copper dips as stronger dollar offsets supply concerns

•   Grains: Corn, soy drop on South America weather, tumbling energy prices

[Indicators]

•   US Mar. Philadelphia Fed manufacturing Index: Philadelphia Fed Factory Gauge Sizzles Along With Price Gauge

•   US Mar. MCI-EFI: Equipment Finance Industry Confidence Hits Highest Level in Three Years

•   US Weekly Jobless claims: U.S. Jobless Claims Hover Near Pandemic Lows

※   NYT: Unemployment claims rise as pandemic hits one-year mark.

•   UK Benchmark rates: Bank of England upgrades outlook for UK economy

※   BoE: Bank Rate maintained at 0.1% - March 2021

•   한국 1월 통화 및 유동성: 시중 통화량 한달새 42조 폭증…물가급등 우려

•   한국 주간 아파트 가격(부동산원): 서울아파트값 6주째 상승폭 둔화…광명·시흥 나홀로 ‘강세’

•   India Q4 House prices: With 3.6% fall, home prices in India lowest among 56 key markets in Q4 2020: Report

•   Indonesia Benchmark rates: Bank Indonesia Holds Rate, Pledges More Support for Rupiah

•   Turkey Benchmark rates: Turkey boosts interest rates sharply as it looks to stem lira’s slide

[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: U.S. Plans to Send AstraZeneca Vaccine Doses to Mexico, Canada

•   WSJ: AstraZeneca Vaccine’s Woes in Europe Aren’t Hurting Its Appeal Elsewhere

•   WSJ: Powell Says Covid-19 Highlights Need to Improve Cross-Border Payments

•   WSJ: Federal Covid-19 Aid Aims to Help Cities, States Avoid Cutting Jobs and Services

•   WSJ: Unemployed Workers Likely Won’t Need to Amend Returns for Tax Break

•   WSJ: For Front-Line Doctors in Poor Countries, Covid-19 Vaccine Comes Too Late

•   WSJ: North Korea Gives U.S. Cold Shoulder, Calls Nuclear Talks ‘Waste of Time’

•   WSJ: Why Covid-19 Aid, Inflation Fears Hold the Key to the Dollar’s Future

•   WSJ: Powell Can’t Let Markets See Him Sweat

•   WSJ: Google to Invest $7 Billion in Bet on Post-Pandemic Office

•   WSJ: Ford, GM and Volkswagen Shares Are Hot. Thank Electric-Vehicle Mania.

•   NYT: With Biden Endorsement, Push to Weaken Filibuster Gains Traction

•   WP: The Daily 202: Trump gets tied to two forces targeting America: Russia, domestic extremism

•   WP: Myanmar is descending into chaos. A Yangon neighborhood is in the eye of the storm.

•   FT: EU countries to restart use of AstraZeneca vaccine

•   FT: France puts Paris region under fresh lockdown

•   FT: EU threat to vaccine exports exposes mutual risks to global supply chain

•   FT: ECB stress test reveals economic impact of climate change

•   FT: Italian politics begins to learn to love Europe again

•   FT: Johnson urges EU to step back from coronavirus vaccine war

•   FT: UK spy agencies push for curbs on Chinese ‘smart cities’ technology

•   FT: How the UK government can solve the Brexit stand-off over Northern Ireland

•   FT: New variants pose fresh test for UK’s Covid defences

•   FT: The US vaccine effect: rapid rollout starts to bear fruit

•   FT: UAE reduces contact with Israel in election row

•   FT: Turkish push to ban opposition party alarms EU and US

•   FT: Retesting 1.7m vaccines and Indian delay blamed for UK shortage

•   FT: European bond sale order books grow to ‘ridiculous’ levels

•   FT: Cameron lobbied for Greensill access to Covid-19 loan schemes

•   FT: Apple warns Chinese apps not to dodge its new privacy rules

•   FT: European bond sale order books grow to ‘ridiculous’ levels

•   FT: China dominates global wind industry after record installations

•   FT: New Zealand at risk of double-dip recession as Covid-19 recovery stalls

•   FT: Chinese economy: Beijing’s war on the credit boom

•   FT: Vaccines saved Israel, but can they save Netanyahu’s job?

•   FT: US signals tough stance ahead of first meeting with China

•   Bloomberg: China Seeks Biden-Xi Summit in April If Alaska Talks Succeed

•   Bloomberg: Pandemic Shrank Global Middle Class for First Time Since 1990s

•   Bloomberg: Bars and Restaurants Are About to Go on an Epic Post-Covid Hiring Spree

•   Bloomberg: Treasury Clears States to Cut Taxes -- But Not With Stimulus

•   Bloomberg: ECB’s Lagarde Says Governments Must Get Fiscal Stimulus Done

•   Bloomberg: Biden Weighing New Sanctions to Block Russian Gas Pipeline

•   Bloomberg: Boris Johnson Outlines Activist Post-Brexit Vision: Beyond Brexit

•   Bloomberg: Vladimir Putin to Joe Biden After ‘Killer’ Insult: ‘It Takes One to Know One’

•   Bloomberg: Saudi Jobs for Saudis Is Crown Prince’s Generational Challenge

•   Bloomberg: Sao Paulo Sets Week-Long Holiday to Halt Covid in Brazil

•   Bloomberg: We May Be Entering a New Commodities Supercycle

•   Bloomberg: Record Defaults Hit China’s Weakest Firms as Liquidity Tightens

•   Bloomberg: Nowhere to Hide From Inflation Fears as Commodities Join Rout

•   Bloomberg: Risky Trading Targeted in Democrat Proposal for Financial Transaction Tax

•   Bloomberg: Physical Oil Market Weakens With China Buyers on Sidelines

•   Bloomberg: Hydrogen Rivalry Intensifies With South Korea Challenging Europe

•   Bloomberg: McKinsey Sees Global Freight Costs Elevated for a Year or Two

•   Bloomberg: As China Targets Jack Ma’s Media Empire, Chairman Rabbit Thrives

•   Bloomberg: Six Charts Show How Hard It Is for India to Hit Net Zero by 2050

•   Bloomberg: Climate-Linked Downgrades Risk $270 Billion-a-Year Price Tag

•   Bloomberg: BlackRock to Press Companies on Human Rights and Nature

•   Bloomberg: There’s a Pandemic Power Crisis. But How Big Is It?

•   Bloomberg: Drought Risk Intensifies Across U.S. as Flood Threat Recedes

•   Reuters: U.N. body raises global economic growth forecast for 2021 to 4.7%

※   UNCTAD: Global economy gets COVID-19 shot from US stimulus, but pre-existing conditions worsen

•   Reuters: WHO vaccine safety panel to issue findings on AstraZeneca on Friday: spokesman

•   Reuters: U.S. tells China it does not seek conflict; but will stand up for principles, friends

•   Reuters: U.S. Treasury says to finalize rules on state, local stimulus payments within 60 days

•   Reuters: Existing COVID vaccines may protect against Brazilian variant - Oxford study

•   Reuters: Factbox: Hydrogen - energy's rainbow renewable

•   Reuters: Factbox: Hydrogen's rainbow of variants

•   Reuters: Analysis: China delivers on threats to rein in internet economy

•   Reuters: Analysis: Fed patience calms yields for now, but market feels like 'coiled spring'

•   Reuters: Analysis: Fed move eases pressure on money funds, but more may be needed

•   Reuters: Analysis: Execution risk looms large for South Africa spending cuts plan

•   Reuters: Analysis: Denuclearisation of what? U.S. switch on North Korea wording raises debate

•   AP: EXPLAINER: NKorea’s anger to US may actually be an overture

•   CNN: Goldman Sachs analysts say they work 95-hour weeks and endure 'inhumane' treatment

•   CNBC: Biden will reach goal of having 100 million Covid vaccine ‘shots in arms’ in his first 100 days as early as Thursday

•   CNBC: Federal Reserve inflation policy cues a run up in Treasury yields

•   CNBC: Biden has promised not to raise taxes on people earning less than $400,000. Here’s what he might push for instead

•   CNBC: Hong Kong lawmaker defends electoral overhaul, claims legislature lacks ‘rational debate’

•   CNBC: China is building up its ability to weaponize trade, new report says

•   CNBC: China's top semiconductor maker SMIC to build a $2.35 billion plant

•   CNBC: These 10 charts show how Covid has changed the way Americans earn, spend and save money

•   CNBC: BP is working on a huge 'blue hydrogen' facility in the UK

•   Fox News: Biden calls his second-in-command 'President Harris'

•   Fox Business: COVID pandemic took US debt to level that may start 'major problems’: Economic research firm founder

•   SCMP: American Rescue Plan: China increasingly concerned by US economic policy after Fed maintains loose stance

•   SCMP: BioNTech vaccine should be effective in protecting against certain Covid-19 strains, medical experts in Hong Kong say

•   SCMP: China’s carbon neutral ‘transformation’ could cost US$6.4 trillion, but plan has ‘Achilles’ heel’

•   SCMP: China making strides in Industry 4.0 revolution as advanced manufacturing outpaces EU, US, Japan

•   Nikkei Asia: BOJ to widen interest rate target range to support bank profits

•   Nikkei Asia: Japan high court retracts order to halt Ehime nuclear reactor

•   Nikkei Asia: Japan to restrict nightlife even after lifting COVID emergency

•   Nikkei Asia: Back to the office? How Japan might work after COVID-19

•   Mainichi: Japan raises tariffs on US beef after hitting import limit

•   Economic Times: 25,833 new coronavirus cases in Maharashtra, highest since pandemic began

•   매경(P1): 정부 코로나 금융지원 1년…200조 쌓아놓고 절반만 써

•   매경: 다 못쓴 기안기금 39조…"성장산업 투입해 경기회복 마중물로"

•   매경: 취약업종 대출 몰리는데…당국은 무분별 지원 고수

•   매경(P1): [단독] 3%룰 공포에 '백기사펀드' 나온다

•   매경: [단독] 규제 풀리는 가을…'PEF 백기사' 몰려온다

•   매경(P1): 투기꾼에 이로운 공공개발…주민은 "왜 쫓겨나야하나"

•   매경: 주민은 울면서 토지수용…정작 꾼들은 인근땅 사들여 대박

•   매경: "엄마, 회사 안가면 안 돼?" 독박육아 30대 韓여성, 고용률 처참

•   매경: 50돌 KDI의 자성 "저출산·부동산 해결책 제안 미흡했다"

•   매경: "한국, 재난지원금 막 풀지 말라"…아세안+3 경제기구도 경고

•   매경: 사용후핵연료 해법 찾겠다더니…21개월만에 "새 위원회 설치하자"

•   매경: '소주성 설계자' 홍장표, 차기 KDI 원장 유력

•   매경: 100조원 지원금 요구에 '돌부처' 기재차관 발끈

•   매경: 소비자 구제 나선 은행들…라임제재 약해질까

•   매경: SK, 中지리차와 모빌리티 공동 투자

•   매경: 전기차 뜨니…SK실트론 '신바람' 났네

•   매경: 삼성전자 SK하이닉스 신났네…"D램값 2분기 두자릿수 오를 듯"

※   DRAMeXchange: 【Market View】PC DRAM Contract Prices Projected to Undergo Remarkable 13-18% Increase QoQ in 2Q21 Owing to High Demand from End Products and Data Centers, Says TrendForce

•   매경: 공시가 5억 집도 '불똥'…주담대 소득공제 안된다

•   매경: 식을줄 모르는 청약시장…수도권 1순위 '완판'

•   한경(P1): "만들수록 손해, 더는 못 견딘다"…中企 덮친 '원자재 쇼크'

•   한경(P1): LG전자의 파격…올해 임금 9% 올린다

•   한경: "핵심 인재 이탈 막자"…LG전자 파격 임금 인상

•   한경: 벤처업계 "장외시장 좋은 기업 많지만…지금은 과열 상태"

•   한경: 집값 1억 떨어져도 보유세 더 낸다…반포 아리팍 2208만원

•   한경: 최태원 "商議에 지역경제팀 신설"

•   한경: 오프라인 유통 '코로나 타격'…직원 5500명 줄었다

•   한경: "지옥 같은 회사" 논란 카카오, 현실은 '평균연봉 1억' 넘었다

•   한경: 대동공업 "휴대폰으로 트랙터 시동 걸어요"

•   한경: 폭스바겐 '中 배터리'로 갈아탔는데…LG·SK 투자해도 될까

•   한경: "장기투자 문화 정착 위해선 세제혜택 등 과감한 지원 필요"

•   한경: 날 세우는 기관, 힘 세진 불개미…'주총 시어머니'가 두려운 상장사

•   서경(P1): 집값 상승률보다 6배···전국이 '공시가 아노미'

•   서경(P1): 플랫폼공정화법도 버거운데···與 '플랫폼종사자 보호법' 발의

•   서경: '예견된 결과'라지만···경계심 높이는 정부·한은

•   서경: 단독주택에도 '공시가 비명' 쏟아지나

•   서경: ‘같은 평형, 같은 동·층’인데 내집만 종부세···정부 “잘못된거 아냐” 황당

•   서경: AMRO "韓 '좀비기업' 탓 금융기관 자산 건전성 악화할 수도"

•   서경: 암모니아서 수소추출...'그린수소' 시대 여는 포스코

•   서경: 코로나 치료제, 상반기 '국산 2호' 물건너 가나

•   서경: "QR코드 대신 문자로도 체크인" KT, '문자체크인' 서비스 출시

•   서경TV: [이슈 플러스] 새증거 나왔는데…두산重, 반론 포기?

•   조선(P1): 韓美 공동 성명서 ‘북한 비핵화’ 뺐다

•   조선: 文대통령, 美국무·국방 만나 “한일관계 복원 노력”

•   조선(P1): [NOW] 삼성 일가, 상속세 13조원 내려고 수천억 신용대출

•   조선: 마스크 벗는 이스라엘, 우린 이 속도면 집단면역에 3년

•   조선: 쿠팡 주가 급락에도 김범석 지분 8조원… 국내 주식부자 2위

•   조선: 대출 만기연장 영향, 은행 부실채권 비율 사상 최저

•   조선: [Mint] “업종 불문, 디지털 속도전에서 기회 놓치는 기업은 낙오”

•   조선: [Mint] 테슬라는 진짜 ‘바퀴달린 아이폰’이 될까

•   조선: [Mint] 조작할 수도 없고, 분실 위험도 없고… ‘디지털 원본’ NFT 시장 급팽창

•   조선비즈: 계속되는 車 반도체 부족 여파… "2분기가 더 문제"

•   조선비즈: 삼성·LG 턱밑까지 쫓아온 中 OLED…중소형 점유율 첫 10% 돌파

•   조선비즈: 비스포크가 끌고, QLED가 밀고…삼성 CE 부문, 7년 만에 1분기 매출 11兆 전망

•   조선비즈: 그린 투자 3경원 시대…업종 간 협업이 생존 가른다

•   조선비즈: LG 빈자리 노리는 샤오미 '홍미노트10'으로 韓 출격…30만원대 가성비폰 통할까

•   조선비즈: [글로벌Biz] ‘못난이 자동차' 놀림받던 日 스바루의 성공 비결

•   조선비즈: 원자재값 상승·SOC 투자 증가에… 현대건설·두산인프라 함박웃음

•   IT조선: [단독] 삼성, 車반도체 자체 설계 접었다

•   중앙: 압수수색도 못 뚫었다…진짜 블라인드였네

•   동아: 서울 ‘종부세 아파트’ 13년새 6.5%→24%… “공시가 기준 높여야”

•   동아: 홍남기 “모든 농어민에 재난지원금 부적절”

•   동아: 인천시, ‘수소도시’ 프로젝트 본격 추진

•   문화: 5년간 재정 1조 투입한 농촌 태양광발전, 사업성 하락 등 문제 심각

•   한국(P1): AZ 접종 20대, 혈전 첫 신고 ... 전문가들 "인과관계 없을것"

•   머니투데이(P1): [단독]개미 발목잡던 국민연금, 국내 주식비중 20%까지 확대

•   머니투데이: 국민연금, 매도 행진 끝…"국내주식 18조+α 추매할듯"

•   머니투데이: 낸드값 '반등'…SK하이닉스, 투자·빅딜 결실 맺는다

•   머니투데이: "삼성이 '경보' 울렸다"…반도체 투자 또 10조 는다

•   머니투데이: '애플의 나라' 미국서 갤럭시S21 판매량 3배 급증 쾌거

•   머니투데이: 수상태양광은 기존 태양광 발전 오명 씻어줄 수 있을까

•   머니투데이: '탄소 배출 1위' 철강업계의 반전…그린수소 주역 노리다

•   머니투데이: [단독]원자력·과학진흥기금 운용에 'ESG투자' 근거 생긴다

•   헤럴드경제(P1): ‘노사갈등’ 새로운 불씨 된 전기차

•   헤럴드경제(P1): 농지 강제환수 착수한 정부, 투기 입증 못하면 ‘위헌 소용돌이’

•   헤럴드경제: 삼성 역대급 가성비폰 “한국선 그림의 떡?” [IT선빵!]

•   파이낸셜뉴스(P1): 침체된 ‘코스닥 사다리'… 코넥스 올 상장 0건

•   파이낸셜뉴스(P1): 니콜라 지분 절반 판다..한화, 신사업 투자 확대

•   파이낸셜뉴스: 반도체 올 551조 큰장 선다… 석달만에 시장 전망치 또 상향 [반도체 슈퍼사이클 진입]

※   WSTS: The Worldwide Semiconductor Market was up 6.8 percent in 2020, and is expected to show a double-digit growth of 10.9 percent in 2021

•   파이낸셜뉴스: 中 반도체 설비, 미국 앞질렀다.. 세계시장 점유율 30% 넘어서

•   파이낸셜뉴스: 과장이 한 해 20억 벌었다.. 증권사 직원도 연봉 ‘잭팟’

•   아시아경제(P1): [가계빚 뇌관 다중채무자]518兆 돌려막기 '빚의 덫'

•   아시아경제: [가계빚 뇌관 다중채무자]대부분 高금리 재대출…"금융위기급 위험"

•   아시아경제: [가계빚 뇌관 다중채무자]카드론 잔액 32兆 역대 최대

•   아시아경제: 컨테이너 대란 장기화 우려…속타는 수출 기업들

•   아시아경제: 모빌리티·블록체인·수소…재계 3·4세 스타트업 투자 주목

•   아시아경제: "평일 손님 한명도 없다고 보면 돼요"…명동의 몰락

•   디지털타임스(P1): 집값 비싸서… 일자리 없어서… “우리 결포했어요”

•   이데일리: '시대흐름 역행' 車판매노조..기아 EV6 온라인예약도 반대

•   이데일리: 음식 주문하면…'드론·로봇 배달원'이 출동

•   이데일리: "공매도 잡는 900만 동학개미"…올 들어 공매도 잔고 급감

•   연합: 오늘 400명대 중후반 예상…곳곳 '일상 감염' 확산에 확진자 증가세

•   연합: 신한금융희망재단, 소셜임팩트 생태계 조성 업무협약

•   뉴시스: 이동형 에너지저장장치(ESS)·공유미용실, '규제 문턱' 넘었다

•   뉴스1: 산업차관 "석탄발전 감축, 미세먼지 배출 작년보다 22% 줄어"

•   SBS Biz: [단독] 삼성, 화성 파운드리 설비 늘린다…오스틴 셧다운 화성 ‘구원등판’

•   더구루: 두산밥캣 체코 생산라인 증설…유럽시장 공략 드라이브

•   reNews: Renewables investor performance ‘beats fossil fuels’

•   에너지경제: [단독] 유가상승에 발전 단가 코로나 이전 회복…7년만 전기요금 인상 유력

•   에너지경제: 전기요금 인상설에 표정관리 하는 한전

•   에너지경제: 2분기 전기요금 인상설 근거 알아봤더니…유가 등 트리플 상승

•   KHL: UAE construction sector in ‘crisis’

•   Equipment World: Skid Steers Settle In As Go-To Compact Equipment

•   대한경제: 코로나 여전한데…또다시 대규모 집회 강행하는 건설노조

•   대한경제: LNG 직수입 급증에…터미널 건설 활발

•   대한경제: 올 대형 환경플랜트 기술형입찰 수주전 막올랐다

•   OilPrice.com: EVs Overrated As Climate Game Changers: Expert

•   OilPrice.com: IEA: Asia To Account For 90% Of Global Oil Demand Growth Through 2025

•   OilPrice.com: U.S. Consumers Will Pay The Bill For Higher Crude Prices

•   OilPrice.com: China's $6.4 Trillion Energy Transition To Transform Economy

•   MINING.com: China backing autocratic regimes to secure resources — report

•   CNET: iPhone 13 rumors: What Apple needs for its next phone to succeed

•   DIGITIMES: NAND flash prices to see single-digit rise in 2Q21

※   DRAMeXchange: 【Market View】NAND Flash Contract Prices Projected to Increase by 3-8% QoQ in 2Q21 Due to Easing of Oversupply, Says TrendForce

•   DIGITIMES: Samsung, TSMC to see combined capex account for 43% of global semi industry spending in 2021

•   전자신문(P1): 삼성전자, 印 최대 이통사에 기지국 장비 추가 공급...주파수 대거 확보로 '대박' 수주 예상

•   전자신문: EU 배터리 자립의 중추 '노스볼트', 韓 소부장 업체와 협력 확대 주목

•   전자신문: [단독]폭스바겐, 올해 500만대 전기차 배터리 발주...'각형만'

•   전자신문: 삼성전자, 차량용 반도체 사업 전략 수정…'효율·수익'에 방점

•   ZDNet Korea: '불안한 1위' 삼성...갤럭시A 밀리면 답 없다

•   ZDNet Korea: '폭스바겐은 시작일 뿐'…車-배터리 경계 파괴된다

•   디지털데일리: 한숨 돌린 삼성전자…美 오스틴 공장, 한 달 만에 ‘재가동’

•   디지털데일리: SK하이닉스, M16 이어 M15 장비 반입…반도체 슈퍼사이클 대응

•   Robotics & Automation News: TCL implements ‘world’s first’ 5G-enabled autonomous mobile robots from ForwardX

•   Robotics & Automation News: Swisslog brings supply chain automation to vertical farming

•   Robotics Tomorrow: Growth in the Automation of Distribution and Fulfillment Industry

[Opinions]

•   Project Syndicate(Bernard Haykel): Biden’s US-Saudi Recalibration

•   Project Syndicate(William A. Haseltine): Can America Beat COVID-19?

•   FT(Editorial Board): Danone: a case study in the pitfalls of purpose

•   FT(Philip Stephens): Supply chain ‘sovereignty’ will undo globalisation’s gains

•   FT(Gillian Tett): AI can shine digital sunlight on to company greenwashing

•   FT(Edward Luce): Joe Biden’s quietly revolutionary first 100 days

•   FT(Martin Sandbu): Look to Europe’s cities for building back better

•   FT(Chris Giles): Climate targets mean our draughty UK homes need serious attention

•   FT(John Thornhill): Apple’s move to increase privacy strengthens its walled garden

•   FT(Chris Watling): Time for a great reset of the financial system

•   FT(Lex): Volkswagen: valuation moves into overtaking lane

•   FT(Lex): National Grid: Western Power electricity deal should create a buzz

•   FT(Lex): Toshiba: Japan activists on board for change

•   WSJ(Sadanand Dhume): India Beats China at Vaccine Diplomacy

•   NYT(Farah Stockman): Rising to the Challenge of China

•   WP(Marc A. Thiessen): Biden should declassify the FBI investigation of Vladimir Kara-Murza’s alleged poisoning by Putin

•   WP(Greg Sargent): How Biden and Democrats are destroying one of Trumpism’s biggest lies

•   WP(Daniel W. Drezner): The most important foreign policy decision in 2021

•   WP(Kapil Komireddi): Narendra Modi built a cult of personality as India's prime minister

•   WP(J. Peter Scoblic): The U.S. can’t prevent tomorrow’s catastrophes unless we imagine them today

•   WP(James McAuley): The European Union’s vaccine fiasco exposes a deep crisis of leadership

•   Bloomberg(Noah Smith): Clean-Tech Investment Isn't Just a Bubble This Time

•   Bloomberg(Mac Margolis): Latin America’s Economies Need About a Billion Jabs in the Arm

•   Bloomberg(Brian Chappatta): What If the U.S. Treasury Stopped Selling 10-Year Notes?

•   Bloomberg(John Authers): Dear Market, Don't Worry, Be Happy. Yours, the Fed

•   Bloomberg(Marcus Ashworth): Greece Provides One Ray of Sunshine for Europe

•   Bloomberg(Anjani Trivedi): The Global Chip Shortage Is Like the Winter That Won’t Go Away

•   Bloomberg(Chris Hughes): How to Beat the Competition to a $20 Billion Deal

•   Bloomberg(Chris Bryant): Plug Power and Lordstown Show Trust Is a Precarious Thing

•   Bloomberg(Jonathan Bernstein): All That’s Known About the 2024 Elections Are the Unknowns

•   Bloomberg(Hal Brands): Biden Isn’t Ignoring the Middle East, and That’s Good

•   Bloomberg(Lionel Laurent): Vaccine Populism Is a Game Europe Can’t Afford to Lose

•   Bloomberg(Seth J. Frantzman): New Alliances Link Gulf States to the Eastern Mediterranean

•   Bloomberg(Huw van Steenis): Climate Change Won't Be Stopped By 593 Pages of Green Tape

•   CNN(Arick Wierson): Getting vaccinated is a game changer

•   CNN(Michael R. Bloomberg, Frans Timmermans): Ending global coal subsidies will save lives

•   MarketWatch(Brett Arends): Boomers post-COVID: You can take this job and…you know

•   MarketWatch(Lawrence G. McMillan): Stay bullish on the stock market by adding this core position

•   Fox News(Cal Thomas): First, Biden, Dems spent money they didn't have. Now come the taxes

•   한경(이지훈): LNG발전이 친환경이라고?

•   서경(사설): 전기요금 인상, 국민에게 날아드는 탈원전 청구서

•   조선비즈(이재은): 무늬만 '탄소중립'에 그치지 않으려면

•   세계(지현영): ‘낙동강 페놀 사건’을 통해 보는 ESG경영