Business Intelligence Monitor 210322

(Introduction)

[Markets]

•   Global: U.S. Treasury yields ease from peaks, oil prices rebound

•   한국: 채권금리 상승 재개에 코스피 하락 마감…3,030대

•   한국: 두산그룹주 약세, 두산밥캣 2%대 두산퓨얼셀 1%대 떨어져

•   한국: 두산퓨얼셀 공매도 급감, 이틀간 289건...공매 잔고도 증가

•   한국: 코인 거래대금 19조…15조 코스피 넘었다

•   Brazil: Brazil's real rallies, eyes longest winning streak since November

•   Turkey: Turkey’s lira tumbles after Erdogan sacks central bank chief

•   Metals: Copper edges higher on rising demand, tight supply

•   Grains: Soybeans and corn steadies while wheat weakness remains

[Indicators]

•   US Weekly Rig count: U.S. drillers add most oil & gas rigs in a week since January: Baker Hughes

•   US Q1 GDP Nowcast: Mar 19, 2021: New York Fed Staff Nowcast

•   한국 2월 항만 수출입 물동량: 항만 수출입 14개월만에 바닥 쳤다…0.4% 증가

•   한국 2분기 수출산업경기전망지수: 2분기 수출전망, 11년 만에 최고치

•   Japan Feb. CPI: Japan's Feb. CPI down 0.4%, but pace of drop slows

•   Japan Benchmark rates: Bank of Japan edges away from massive monetary stimulus

※   BOJ: Further Effective and Sustainable Monetary Easing

•   India Q3 Household debt·savings: Household debt soars to 37.1% of GDP, savings plunge 10.4% in Q2: RBI report

•   Russia Benchmark rates: Russia lifts interest rates for first time in more than 2 years

•   Saudi Arabia Jan. Oil exports: Saudi Arabia Boosted Crude Oil Exports In January

[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: Home Sales, Durables, Consumer Spending

•   FT:Israeli elections, traders brace for lira volatility, flash PMIs

•   Bloomberg: U.K.’s Crisis Ground Zero Is Ready for Reconstruction: Eco Week

[News]

•   WSJ: Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties

•   WSJ: States Reopened, but Covid-19 Fears Threaten to Keep Consumers Away

•   WSJ: Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out

•   WSJ: Republicans Shape Infrastructure Package, Even If They Won’t Vote for It

•   WSJ: The U.S. Has Followed Europe in Previous Covid-19 Surges. Will It Happen Again?

•   WSJ: Federal Reserve to End Emergency Capital Relief for Big Banks

•   WSJ: Fed’s Reversal on Bank Capital Requirements Serves No Purpose

•   WSJ: Covid-19 Vaccine Manufacturing in U.S. Races Ahead

•   WSJ: Stimulus Checks Have Left U.S. Households Ready to Spend

•   WSJ: The New Stimulus Act Offers Big Benefits for Families

•   WSJ: New Realtors Pile Into Hot Housing Market. Most Find It Tough Going

•   WSJ: Miami Beach Declares State of Emergency to Reduce Spring Break Crowds

•   WSJ: U.S., India Vow to Deepen Defense Ties

•   WSJ: U.S., NATO Allies to Discuss Plans to End War in Afghanistan

•   WSJ: Why Some Landlords Don’t Want Any of the $50 Billion in Rent Assistance

•   WSJ: Spring Arrives in Paris, Along With Another Covid-19 Lockdown

•   WSJ: As U.S. Economic Outlook Brightens, Europe Fears a Cloudy Summer

•   WSJ: Scientists Say They Found Cause of Rare Blood Clotting Linked to AstraZeneca Vaccine

•   WSJ: Central Banks Should Stay Away From House Prices

•   WSJ: In Japan, They’re Still Worried About Deflation, Not Inflation

•   WSJ: For Foreign Businesses in Myanmar, Coup Creates ‘Unworkable’ Situation

•   WSJ: Atlanta Spa Shootings Reverberate Across South Korea, Long a U.S. Ally

•   WSJ: China Buys More Iranian and Venezuelan Oil, in a Test for Biden

•   WSJ: U.S. Extradites North Korean From Malaysia

•   WSJ: As Blackstone Barrels Toward Trillion-Dollar Asset Goal, Growth Is In, Value Out

•   WSJ: Americans Are Ready to Travel. But Where Can They Go?

•   WSJ: Elon Musk and Amazon Are Battling to Put Satellite Internet in Your Backyard

•   WSJ: China to Restrict Tesla Use by Military and State Employees

•   WSJ: Elon Musk Says Tesla Won’t Share Data From Its Cars With China or U.S.

•   WSJ: How Covid-19 Supercharged the Advertising ‘Triopoly’ of Google, Facebook and Amazon

•   NYT: U.S. Rushes to Expand Covid Vaccine Eligibility in a ‘Race Against Time’

•   NYT: Confronting Violence Against Asians, Biden Says That ‘We Cannot Be Complicit’

•   NYT: As Republicans Shun Vaccines, Congress Toils to Return to Normal

•   NYT: Rich Countries Signed Away a Chance to Vaccinate the World

•   NYT: U.S. Defense Secretary Makes Secret Visit to Afghanistan

•   NYT: Recast as ‘Stimmies,’ Federal Relief Checks Drive a Stock Buying Spree

•   NYT: The 65+ Crowd Is Vaccinated and Ready to Party

•   NYT: Where Europe Went Wrong in Its Vaccine Rollout, and Why

•   NYT: Japan Earthquake Is Followed by Tsumani Warning

•   NYT: Will Israel’s Strong Vaccination Campaign Give Netanyahu an Edge?

•   NYT: Think Covid’s Messed Up Your Travel Plans? Try Getting Into China.

•   NYT: In Russia, a Virus Lockdown Targets the Opposition

•   NYT: Myanmar Protesters Answer Military’s Bullets With an Economic Shutdown

•   NYT: Hong Kong, Its Elections Upended, Reconsiders Its Dream of Democracy

•   NYT: Saudi Aramco’s Profit Fell 44 Percent in 2020

•   WP: ‘No end in sight’: Inside the Biden administration’s failure to contain the border surge

•   WP: DHS Secretary Alejandro Mayorkas says ‘the border is closed,’ defends Biden’s immigration strategy

•   WP: AstraZeneca, once touted as a pandemic slayer, faces challenges

•   WP: What vaccinations mean for restaurant dining questions

•   WP: Third dose of Sinopharm vaccine needed for some in UAE

•   FT: Push to make Covid vaccines causes US drug shortages

•   FT: Scandinavian countries keep AstraZeneca vaccine on hold

•   FT: Nordic nations hold off on AstraZeneca jab as scientists probe safety concerns

•   FT: European pause in AstraZeneca jab risks rollout in developing states

•   FT: ‘Everyone’s scrambling and hoarding’: Europe’s vaccine blunders

•   FT: Outlook darkens for Europe’s virus-stricken economy

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

•   FT: G7 backs proposals to boost IMF support to poorer countries

•   FT: Renesas warns of hit to global chip supply after factory fire

•   FT: Erdogan reverts to type with bank governor’s sacking

•   FT: EU and Turkey embark on next steps of difficult dance

•   FT: EU infighting risks delaying landmark effort to curb Big Tech

•   FT: Britain and EU close to agreeing forum for financial services

•   FT: Brussels sues Britain over tax breaks in Gibraltar

•   FT: Sunak to delay decision on UK online sales tax, officials say

•   FT: English pubs and restaurants scramble to create outdoor space

•   FT: What men’s socks show us about the UK economy

•   FT: ‘The best and worst of Boris’: Johnson’s stewardship of Covid crisis

•   FT: Business after Brexit: a tale of red tape and higher costs

•   FT: Trump to return to social media with own platform, adviser says

•   FT: Brazil’s establishment strikes back at anti-corruption drive

•   FT: Wall Street tests Jay Powell’s mettle as long-term bonds tumble

•   FT: SEC forces oil companies to hold investor votes on emission targets

•   FT: Taiwanese Apple and Tesla contractor cuts China headcount by almost half

•   FT: Indian companies sell shares at fastest rate since financial crisis

•   FT: Toyota within hours of closing UK plants this week because of US cold snap

•   FT: Bitter summit shows no reset in chilly US-China relations

•   FT: EU infighting risks delaying landmark effort to curb Big Tech

•   FT: Voting rights becomes a new battleground for US companies

•   FT: Global investors seek freeze on China chip champion’s foreign assets

•   FT: How resilient is the eurozone economy to new Covid curbs?

•   FT: Wall Street tests Jay Powell’s mettle as long-term bonds tumble

•   FT: 'A sugar rush’: why the Fed fears a booming US economy won’t last

•   Bloomberg: Summers Sees ‘Least Responsible’ Fiscal Policy in 40 Years

•   Bloomberg: BioNTech CEO Sees U.S., Europe Lockdowns Waning by Late Summer

•   Bloomberg: EU’s Plodding Stirs ECB Concerns as U.S. Delivers Stimulus

•   Bloomberg: France Sticks to 6% GDP Growth Forecast as Lighter Lockdown Hits

•   Bloomberg: Italy’s Draghi Vows More Economic Stimulus, Faster Vaccinations

•   Bloomberg: China Picks New Central Bank Policy Makers as It Focuses on Risk

•   Bloomberg: China Still Has Room to Provide Liquidity to Economy: PBOC Chief

•   Bloomberg: Latin America to Rebound From Worst Recession in Two Centuries

•   Bloomberg: Khamenei Says Iran in No Rush to See Nuclear Deal Revived

•   Bloomberg: Iranians Charged With Dodging Sanctions With Shell Companies

•   Bloomberg: Philippines Says 220 Chinese Vessels Seen at Disputed Reef

•   Bloomberg: The World Will Need 10 Million Tons More Copper to Meet Demand

•   Bloomberg: Emerging Markets to Face Volatility Again

•   Bloomberg: Hedge Fund Investors With $812 Billion See Asia as Preferred Bet

•   Bloomberg: Wall Street Pros From Goldman to JPMorgan on New Inflation Era

•   Bloomberg: Oil Is Still on a Bumpy Path to Recovery Despite Price Swerve

•   Bloomberg: Ghost of Horrific Treasury Auction Haunts Bond Market on Brink

•   Bloomberg: First Negative-Yield Quote Causes Flutter in India Bond Market

•   Bloomberg: Aramco Aims to Partner With China on Blue Hydrogen, CEO Says

•   Bloomberg: Data Centers Doubling Is Next Driver of Chip Demand, Hynix Says

•   Bloomberg: Drought Is the U.S. West’s Next Big Climate Disaster

•   Bloomberg: ‘Years of Good Life’ Is the Latest Measure of Global Warming’s Impact

•   Reuters: IMF sees signs of stronger global recovery, but significant risks remain

•   Reuters: Keep using AstraZeneca vaccine, WHO urges world

•   Reuters: Europe becomes first region to surpass 1 million COVID-19 deaths – Reuters tally

•   Reuters: EU Commission president calls for reciprocity on vaccine exports: newspaper

•   Reuters: China's first local coronavirus case since Feb was vaccinated - state media

•   Reuters: Combating semiconductor shortage a priority, U.S. Commerce chief says

•   Reuters: New U.S. trade 'czar' Tai vows to promote equitable growth, give workers more say

•   Reuters: UK sets new daily COVID vaccination record in 'mammoth team effort'

•   Reuters: Too early for Britons to book summer holidays abroad, minister says

•   Reuters: Merkel says "our motto is "vaccinate, vaccinate, vaccinate"

•   Reuters: Denmark reports two cases of serious illness, including one death, after AstraZeneca shot

•   Reuters: Drone strike on Riyadh oil refinery claimed by Houthis causes fire

•   Reuters: China to increase high-quality imports as economy recovers, vice premier says

•   Reuters: UAE Expands Vaccine Drive to Include Residents Aged 16 and Over

•   Reuters: Massive religious gathering worries India as COVID-19 cases surge

•   Reuters: Brazil in talks with United States for excess COVID-19 vaccines, foreign ministry says

•   Reuters: AstraZeneca counters Indonesian Muslim concerns over COVID-19 vaccine

•   Reuters: EU has 'absolutely no need' of Sputnik V vaccine, commissioner says

•   Reuters: U.S. 10-year yield could rise to 2.15% by year-end: BofA

•   Reuters: Qualcomm CEO says shortage of older chips likely to ease sooner

•   Reuters: Goldman sees oil price pullback as buying opportunity

•   Reuters: Take Five: A trillion-dollar problem

•   Reuters: Ford cuts production at two more plants next week due to global semiconductor shortage

•   Reuters: Volkswagen suspends production in Brazil for 12 days due to COVID

•   Reuters: Exclusive: Targeting Tesla, China's Geely to launch new premium EV brand - sources

•   Reuters: Analysis: Europe's COVID-19 setbacks risk another summer travel washout

•   Reuters: Analysis: Europe must play catch-up as U.S. economy readies for take-off

•   Reuters: Analysis: Exports, stimulus throw lifeline to Mexico's battered economy

•   AP: China urges unhurried public to get vaccinated against COVID

•   AP: A rapid COVID-19 vaccine rollout backfired in some US states

•   AP: AP sources: Iran threatens US Army post and top general

•   CNN: Canadian Pacific Kansas City railroad megamerger would create the first Mexico-US-Canada rail network

•   CNN: Most Porsches will be electric by 2030, but not the 911

•   CNBC: U.S.-China trade relations remain strained as Biden team takes tough stance similar to Trump

•   CNBC: Charts show that Europe’s third coronavirus wave has begun

•   CNBC: Rate fears are getting the blame for recent stock weakness, but other factors are at play

•   CNBC: The Fed can fight inflation, but it may come at the cost of future growth

•   CNBC: Brazil Covid variant detected in New York resident for the first time, Cuomo says

•   CNBC: Biden’s closest advisors have ties to big business and Wall Street with some making millions

•   CNBC: Morgan Stanley: Rise in U.S. 10-year treasury yield is 'reasonable'

•   CNBC: Why Tesla faces an uphill battle in India

•   CNBC: Residential solar is ‘firing on all cylinders.’ Two names to buy, according to Susquehanna

•   MarketWatch: Why you should not freak out about the 10-year U.S. Treasury yield hitting 1.7%

•   Fox Business: Biden administration awards ICE $86M contract to secure hotel rooms for illegal families

•   Fox Business: Pandemic unemployment benefits fraud could top $200B, firm says

•   Fox Business: Biden White House's ties to Big Tech are detailed in new disclosures

•   SCMP: US-China relations: Alaska clashes may be a sign of Beijing’s low short-term expectations

•   SCMP: China-Australia relations: Beijing set to dominate refined oil exports in Asia-Pacific region, observers say

•   SCMP: Japan, South Korea take different approaches to China relations

•   SCMP: Can India and Britain take ties to a new level while keeping China at bay in Indo-Pacific?

•   SCMP: China to ‘tap policy brakes’ amid global commodity price rebound, but will look to ‘avoid a policy cliff’

•   SCMP: China seeks to boost rust-belt province as a ‘golden place’ for technology development

•   SCMP: Chinese workers fear job discrimination will rise under plans to increase mandatory retirement age

•   SCMP: China’s semiconductors: How Wuhan’s challenger to Chinese chip champion SMIC turned from dream to nightmare

•   SCMP: Want a job in China? US$7,700 VVVVVIP service still leaves applicants out of pocket, out of work

•   SCMP: China’s financial institutions must help fund carbon neutrality goal, says central bank governor

•   SCMP: China’s property price declines in lower-tier cities take heavy toll on middle class

•   Global Times: COVID-19 antibodies can effectively last for at least nine months: Chinese study in Lancet

•   Nikkei Asia: Nissan halts 3 North American plants amid chip shortage

•   Nikkei Asia: Japan to exclude overseas spectators from Tokyo Olympics

•   Nikkei Asia: Japan seeks shot in the arm from TSMC to revive chipmaking sector

•   Nikkei Asia: Memory prices soar 60% from start of year amid virus crisis

•   Nikkei Asia: Japan mulls coronavirus variant test for all inbound travelers

•   Nikkei Asia: Chip-starved automakers shudder at Renesas plant's 1-month halt

•   Nikkei Asia: Toyota invests in Chinese self-driving partner Momenta

•   Nikkei Asia: Fanuc plans biggest investment in China to expand robot plant

•   Nikkei Asia: Mitsubishi's ammonia fuel project in Indonesia to tap carbon capture

•   Nikkei Asia: EVs are new iPhone: Foxconn CEO sees next earnings driver

•   Mainichi: RCEP trade deal could boost Japan's GDP by 2.7%: gov't

•   Economic Times: Infections on the rise, Punjab, Gujarat extend night curfew hours

•   Economic Times: India may see more local manufacturing: Foxconn's Josh Foulger

•   Mint: Will warmer weather reduce coronavirus transmission?

•   Mint: Surge in bond yields could drive growth off track: RBI

•   Mint: Rising covid-19 cases, curbs spell bad news for consumer demand

•   Hindustan Times: Retail inflation for farm, rural workers up in February

•   Hindustan Times: India's economy may grow at 12% in 2021: Moody's Analytics | Hindustan Times

•   매경(P1): 헬스장 노래방 지원금 500만원서 더 늘린다

•   매경: 선거 맞춰 서두르더니…추경, 재난지원금 줄 곳 아직 못정해

•   매경: 군사정권때보다 더 짧다…21대국회 추경 졸속 심의, 평소 절반 불과해

•   매경: 여당 "매출 늘어난 곳도 지원금 주자"…추경, 3조 넘게 무리수 증액

•   매경: 공정위 상임위원에 '재벌 저격수' 정진욱

•   매경: "대출 잘 안나와 답답하시죠"…카드사들 '年3%대 카드론' 내놨다

•   매경: 금융권에 부는 '녹색채권' 열풍…올들어 벌써 3조 발행

•   매경: LG, 全 상장계열사에 ESG위원회 만든다

•   매경: 로봇이 배달하고 결제까지…현대차·배민 무인배송 협력

•   매경: 韓증시 이끄는 개미의 힘…올해 횡보장서도 34조 사들였다

•   매경: [유가증권시장 공시] 두산 / DL / 두산중공업

•   매경: 우리집 공시가, 왜 비싼가 했더니…지자체 손놓았네

•   매경: 전국서 제일 비싼 집은 이건희 회장 자택 431억

•   매경: "3기 신도시 철회" 10만, "폭등 공시가 낮춰라" 1만…성난 민심 靑청원 몰려

•   매경: AI가 10초만에 다세대주택 설계

•   매경(P1): [단독] 월1회 참석에 연봉 수천만원…한전 수공 사외이사 절반이 낙하산

•   매경(P1): 무분별한 땅 수용 여전…토지수용委 안건 99% 통과

•   매경: "아파트 10채 줄테니 박물관 땅 다내놔라"…LH의 막무가내 토지수용

•   매경: 강남 30평 두 채면 세금 '억'…버티던 다주택자 "악"

•   매경: 정재계 리더 한자리에…'ESG경영' 네트워크 뜬다

•   매경: 재건축 누르니 리모델링 몰린다…수도권 4만5천가구 '들썩'

•   매경: 숨만쉬고 22년 저축해야…직장인 서울집 마련

•   매경: 비트코인 가격 상승 반갑다…국세청이 웃는 이유

•   매경: [단독] 바닥 드러낸 정부 비상금…재난지원금에 다 퍼줬다

•   매경: 한국, 작년 세계 행복지수 95개국 중 50위

•   매경: 복통참은 이재용 "특별대우 받기 싫었다"

•   매경: 삼성 스마트폰에 밀린 화웨이, 스마트워치로 반전나섰다

•   매경: "국채금리 3% 뛸 때까지 보유주식 들고갈만"

•   매경: 공모주 청약에 3개월새 150조 몰렸다

•   한경(P1): 개발자 '몸값 전쟁'이 연봉지도 바꿨다

•   한경: CEO 53억 받을 때 직원은 1억…'연봉격차' 적정 수준은

•   한경: "삼성 안 부럽다"…쿠팡發 몸값 전쟁이 바꾼 대기업 연봉 순위

•   한경: 연봉 올리는 게임사들, 주가엔 악영향?…"시장은 실적으로 평가"

•   한경(P1): [단독] '10조 대어' 한온시스템 매각 시동

•   한경(P1): 초저금리 시대…법정이자율은 63년째 5%

•   한경: 외국인이란 이유로…5년째 한국 사는 찰스도 줄 세우더니

•   한경: "자칫하면 中에 따라잡힌다"…'K반도체' 전문가 긴급 진단

•   한경: 차량용 반도체도 '고속성장'…팹리스~파운드리 생태계 구축 시급

•   한경: 커피숍 1위 스타벅스코리아, 이마트 100% 자회사 되나

•   한경: 삼성 준법위, '이재용 부회장직 유지' 판단 유보

•   한경: 주름 편 폴더블폰株 "하반기 본격 실적 개선"

•   한경: '펀드불황'에도 ESG엔 돈 몰린다…"국내는 액티브 펀드, 해외는 ETF 투자를"

•   한경: "수백억 손해볼 판"…수도권·지방 주택공급 제동 걸리나

•   한경: "'소주성' 설계자 홍장표를 수장으로? KDI도 해체시킬 거냐"

•   한경(P1): [단독] 文정부 3년, 풀타임 일자리 195만개 증발

•   한경: 노인일자리 넘쳐나 채우기도 '급급'…일선 기관마저 "인원 그만 좀 늘려라"

•   한경: 양질의 일자리 급감, 공공 알바로 '눈가림'…"세금으로 통계 분식"

•   한경(P1): "밥그릇 없어질라" 노조 반발…기득권에 발목 잡힌 미래차

•   한경: 노조 "전기차 온라인 판매 말라"…LPG 충전업계 "수소충전소 안돼"

•   한경: 작년 세계 전기차 판매 45%↑…현대차·기아, 4위로 껑충

•   한경: 중고차 시장 혁신도 '지지부진'

•   한경: 기업 여유자금 '예금·채권→주식' 이동…1년여 만에 50조 샀다

•   한경: "사모펀드 제도권서 퇴출" 목청 높이는 정운찬 사단

•   한경: 탄소중립 시대 정책 방향 머리 맞댄다

•   한경: LH 사태'에 놀란 금융당국…농협·신협 일반인 대출 축소

•   한경: 화폐 종류만 8899개…비트코인 빼곤 모두 알트코인

•   한경: 비트코인은 정말 거품일까…각국 중앙은행이 홀대하는 이유

•   한경: "비트코인은 화폐가치 하락 대응수단, 당분간 상승 지속"

•   한경: "비트코인, 0원 돼도 이상하지 않아…혁신인 양 포장 마라"

•   한경: 블록체인에 흔적 남는 비트코인…래패턴 보면 '고래' 움직임 보여

•   한경: 디지털 위안화' 영향력 확대 위해 암호화폐 틀어 막아

•   한경: "기관투자가 위한 암호화폐지수 상반기 나온다"

•   한경: "올해 두 배 넘게 뛴 비트코인…1억 불가능 아냐"

•   한경: 쌍용차, 3~4월 임금도 절반 줄 듯

•   한경: 현대차, 이번엔 자율주행 로봇…클리어패스에 500만弗 투자

•   한경: 네이버, R&D에 年 1.3조 썼다

•   한경: 10조 내다 판 기관·외인, 기아차·네이버는 샀다

•   서경(P1): 시장은 인플레 베팅···글로벌 '저금리 공조' 금가나

•   서경(P1): [단독] 표준보다 더 뛴 지역 속출···단독주택도 '공시가 쇼크‘

•   서경: 투기꾼에 휘둘린 SK바사···'상따 교보팀' 70억 챙겼다

•   서경: 논란의 LH 어떻게 할 것인가? ‘환골탈태’ VS "지금 당장 해체"

•   서경: '실물경제 불확실성' 표현 뺐지만···금융 변동성 커졌다는 기재부

※   기재부: [보도참고] 2021년 3월 최근 경제동향

•   서경: 수도권 '아파트 팔자' 많아지는데···서울 초고가는 연일 신고가

•   서경: 또 파업·농성···조선 빅3 수주 낭보에 찬물 끼얹는 노조

•   서경: "AZ 백신 맞긴 하겠지만 불안감 크다"...당국 진화에도 대상자 접종 고민

•   서경(P1): 서울 보유세 5년 뒤 557% 오른다

•   서경: "공시가 올리며 종부세 기준은 12년째 그대로···12억~15억으로 높여야"

•   서경: 보유세 320만원 내는 과천 래미안슈르, 2030년엔 900만원 낸다

•   서경: 유경준 의원 "6억이하 1주택자 재산세 감면, 1년짜리 꼼수"

•   서경(P1): 금가는 자유무역주의···韓 '선택의 순간' 마주했다

•   서경: G2, 무역·기술 넘어 지역패권 충돌···"韓 줄타기하다 양쪽에 보복"

•   서경: 한일관계 복원이 '통상전쟁' 대비할 키

•   서경: "韓 기업, 탄소국경세 도입땐 2030년 1.8조 내야"

•   서경: 美·日 주도 체제서 제자리걸음···韓 'FTA 모범국'서 밀려날 판

•   서경: "상품에 치우친 FTA 전략, 서비스 산업으로 확대해야"

•   서경: 추경 더 늘리자는 與···홍남기 또 꺾이나

•   서경: "뽑는 곳이 없어요"···2월 취준생 역대 최다 85만명

•   서경: "美 빅테크 반독점 규제, 韓 반사익·우려 뒤섞여"

•   서경: 코스피, 조정에도 PER 14배···기대수익률 뚝

•   서경: 코스피 상승세 꺾이자...증권사 목표가 상향도 ‘뚝’

•   서경: '주가 고전' 배터리 3사···1분기 실적 성장 이어간다

•   서경: “사용후핵연료 시설은 초장기 국책사업···해법모색할 '루트' 개척해”

•   서경: "北 협상유인책으로 제재 완화 안 돼"

•   서경TV: [단독] 4,000억 강남빌딩 재심…시선RDI, 새 증거 제출 VS 한자신 "사실 아냐"

•   조선: 백신 맞고 고열 시달려도 “경증”, 사망하면 “기저질환”… 정부대응 적절했나

•   조선: 수천억 적자 한전 자회사 5곳에 한전공대 비용 240억씩 떠넘겨

•   조선(P1): “표현의 자유 제한, 성희롱…” 한국 내 인권문제 지적한 美

•   조선: 내일 아스트라 접종, 고혈압·당뇨 있는 부모님 괜찮을까

•   조선: 90개 나라 사람들이 삼성전자 주식 거래

•   조선: 실거래가 내린 단지 속출...집값 숨죽였나, 숨고르나

•   조선비즈: HDC·LX홀딩스·두산·한진칼 등 '공정위 고위 전관' 29개사 사외이사 포진

•   조선비즈: “1000억 내라” “기본대출 가능하냐”…정치권 잦은 ‘수금’ 요구에 속앓는 은행들

•   조선비즈: 작년 전세계 관광객 3억8100만명…전년 比 74%

•   IT조선: 초지일관 SK, 10년간 빈털터리 되느니 끝까지 간다

•   중앙(P1): 투기 의심 23명 또 적발…대통령 경호처 과장도

•   중앙: 사전청약 딜레마…사업 지연 땐 전세난민 ‘희망고문’ 우려

•   중앙: 51거래일 연속 기계적 매도, 수익률도 저조…기금운용위 전문성 의구심

•   중앙: “운용 정보 투명하게 공개를” “장기적 안목으로 투자해야”

•   중앙: "국민연금 순익 65년생 1억5000만원, 2000년생 4580만원"

•   동아: 박영선 “全시민에 10만원씩 디지털화폐”

•   동아: 김정은 한마디에 꼬인 한미훈련… 미군측 “컴퓨터 게임” 우려

•   동아: IT기업들 파격 보상에… 삼성전자 등 대기업 직원 처우 불만 커졌다

•   동아: 40대 절반, 코로나 통금에 만족… “회식 줄고 개인시간 늘었다”

•   동아: LG 스마트폰사업본부 매각 차질… 철수 쪽으로 가닥

•   문화(P1): 黨政, 모든 공직자 부동산 재산신고 추진

•   문화: “이자 한 푼이라도 더…” 저축銀 수신액 첫 80조 돌파

•   한국(P1): [화석이 된 상아탑] 현장선 '파이썬' 쓰는데 대학은 '자바' 교육… 기업들 "바로 쓸 신입이 없다"

•   한국(P1): [단독] 20~40대 이상반응 50대보다 많다..."예상보다 증상 강도 높아"

•   한국(P1): 매물 쌓이고 하락 거래 늘고...서울 드디어 집값 조정 접어드나

•   국민(P1): 대통령 수제화 장인 “1주일에 3일은 아무도 안 옵니다”

•   한겨레(P1): [단독] 감사원, 기재부 대상 ‘국채관리 특정감사’ 등 연이은 감사

•   경향(P1): 미·중 사이 더 긴요해진 ‘북핵 분리’ 외교 [뉴스분석]

•   경향: 풍력발전기가 날개 없어도 돌아간다고?

•   머니투데이(P1): [단독]재산세보다 종부세 더 내는 1주택자 늘어난다

•   머니투데이(P1): 규제 샌드박스 해소 창구 자처한 최태원…'샌드박스 5법' 통과할까

•   머니투데이: "어쩐지 미세먼지가 줄었더라···돈들여 脫석탄하는 이유

•   머니투데이: 매출 210배·흑자 전환…SK이노 '헝가리 공장' 속도 높인다

•   머니투데이: 쿠팡 직원 2만명 늘릴때, 백화점·마트 3000명 줄었다

•   머니투데이: '링' 오르는 전금법 개정안… 금융위 vs 한은 누가 웃을까

•   머니투데이: 은행 채용, 1년 만에 반토막…디지털 인력만 수시로 뽑는다

•   머니투데이: 2호 치료제' 맞춤 전략 가동됐지만…결과 장담 못하는 이유는

•   머니투데이: [단독] 현실과 다른 집값 통계, 이달 통계청이 점검한다

•   더벨: 3기 맞는 두산그룹, 사외이사 선임 기조에도 변화

•   헤럴드경제(P1): 동학개미는 지금 ‘아슬아슬 줄타기’ [헤럴드 뷰]

•   헤럴드경제: 개미들 수익률 경쟁, 외인·기관에 완패[株포트라이트]

•   헤럴드경제: 뒤로 밀려난 펀더멘털...팬덤·고변동성·쏠림투자 현상 뚜렷[株포트라이트]

•   헤럴드경제: ‘일확천금’ 개미 심리 노린 리딩방 기승[株포트라이트]

•   헤럴드경제: 부동산분석원이 없어서 LH 직원 투기 벌어졌나?

•   헤럴드경제: 대기업 이사회 역할 강화...사외이사 ‘목소리’ 커진다

•   파이낸셜뉴스(P1): 2030 '영끌·빚투 광풍' 멈췄다

•   파이낸셜뉴스(P1): 가계 이어 기업도 빚더미… 민간부채 '비상'

•   파이낸셜뉴스: "노후까지 대비엔 빚투 말고 답 없어" "이제 빚은 위험, 그러나 투자는 필수"

•   파이낸셜뉴스: "美금리 뛰자 주춤해졌지만… 2030 공격투자는 계속될 것" [빚투·영끌 열기 식었나]

•   파이낸셜뉴스: 보상체계 고치며 MZ세대 달랬지만…'재정부담'에 속앓이 ['성과급 논란' 대기업 확산]

•   파이낸셜뉴스: ‘LH 5법’ 처리 올인하는 與… '코로나 상생 3법'도 처리되나

•   파이낸셜뉴스: 금융사 ESG 경영 '과대평가' 논란

•   파이낸셜뉴스: "펀드 하나 팔려고 1시간 설명… 배상 위험까지 떠맡으며 누가 판매하겠나"

•   파이낸셜뉴스: 위상 높아진 개미… IR 풍경도 달라졌네

•   파이낸셜뉴스: "민원으로 설치 못 막는다" 탄력받는 수소충전소 확대 정책

•   아시아경제: 달게 만들면 세금 더 낸다…'설탕세' 도입 논란

•   아시아경제: 이재명 "박용만 회장은 존경하는 기업인, 더 많은 열매 맺었으면 한다"

•   디지털타임스(P1): 수도권 일자리만 증가 … 균형발전은 없었다

•   디지털타임스(P1): 높아진 무역기술장벽… 좁아진 韓수출길

•   이데일리: “석유만으로는 미래 없다”..정유사들, 재생에너지 투자 확대 '러시'

•   이데일리: 쌍용차, HAAH 투자 협상 여전히 답보…가능한 카드는

•   이데일리: 172곳 지원?…주민들도 모르는 '2·4대책' 사업지

•   이데일리: 두산중공업·인프라코어, 5월 13일 임시주총…"인프라코어 분할합병 승인"

•   연합: 휴일 검사건수 감소에도 400명대…이번주 시작 벚꽃철 새 변수로

•   연합: 정총리 "풍력발전 인·허가 기간 획기적으로 단축"

※   산업부: (참고자료)정총리,“제주, 해상풍력의 출발점이자 탄소중립 향한 나침반!”

•   연합: 문대통령 "그린전환의 원년…그린뉴딜만이 생존의 길"

•   연합: 제주 바다에 뜨는 8MW 풍력발전시스템 2025년 상용화 추진

•   연합: 거세게 부는 ESG바람…관련 투자 급증하고 국내 기업도 '속도'

•   연합: 녹색기후기금, 개도국 온실가스감축 등 12억달러 사업 승인

•   뉴시스: 文대통령 임기 1년 남기고 국책硏 원장 줄줄이 바뀐다

•   뉴스핌: [ESG, 새로운 기회] 조선3사, 친환경 선박 개발에 회사 명운 건다

•   뉴스핌: [Tech 스토리] 폭스바겐이 선택한 '각형' 배터리...파우치보다 우월한가요?

•   뉴스1: [新세종실록]작년엔 마스크, 올핸 부동산…위기마다 '방패막이' 기재부

•   이투데이: 유로셀, 차세대 드론 배터리 개발 성공…전기차 적용 가능

•   더구루: 두산스코다, 英 에너지 폐기물 공장에 터빈 공급

•   더구루: '한전·삼성·두산 참여' 베트남 붕앙2 화력발전 사업 속도…지질조사 도급계약

•   비즈니스포스트: [Who Is ?] 박지원 두산중공업 대표이사 회장

•   글로벌이코노믹: 두산퓨얼셀, 1조5000억 수소전기차 충전사업 진출

•   블로터: [넘버스]'절반쯤 물이 찬 컵' 두산중공업, 시각따라 달라 보이는 재무지표

•   reNews: Chinese bank issues €2.6bn green bond

•   에너지경제: [단독] "사업 연장 신청하더니…" 한수원, 신한울 3·4호기 사실상 백지화 나섰다

•   에너지경제: [단독] RPS 입찰 물량, 소규모 태양광 특별 배정 없앤다…"100kW 미만에 경쟁률·낙찰가 과한 혜택"

•   이투뉴스: 발전소 남는데 대기업 자가발전 '우후죽순'

•   대한경제: 두산건설, 올들어 공공공사 수주몰이

•   OilPrice.com: Australia Is Jumping On The Green Hydrogen Bandwagon

•   CNET: Foldable iPhone in 2023? Here's everything we've heard

•   DIGITIMES: Japan, Korea PCB makers shifting production focus to IC substrates

•   DIGITIMES: Copper foil shortage worsens

•   DIGITIMES: 8-inch silicon wafer prices unlikely to rise in 2Q21

•   전자신문(P1): 삼성 갤럭시폰 '中 BOE OLED 첫 탑재' 파장 예고

•   Phone Arena: Huawei P50 launch reportedly moved to May

•   Robotics & Automation News: Scientists use ‘swarmalation’ to design active materials for self-regulating soft robots

•   Robotics Tomorrow: Robot HMI for Projects Automation

•   로봇신문: 로보스타 신임 대표에 '이병서 전 두산로보틱스 대표' 선임

[Opinions]

•   Project Syndicate(Sergei Guriev, Elias Papaioannou): The Enduring Populist Threat

•   Project Syndicate(Shlomo Ben-Ami): Resolving the Iran Conundrum

•   FT(Editorial Board): Border crisis threatens the Biden honeymoon

•   FT(Editorial Board): Central banks’ contest with the markets

•   FT(Martin Wolf): British housing is expensive and its supply must increase

•   FT(Edward Luce): Joe Biden’s chance to end middle class stagnation

•   FT(Michael Mackenzie): Global investors keep faith in US market

•   FT(Tim Harford): What have we learnt from a year of Covid?

•   FT(Peter Richard Orszag): Joe Biden’s climate bill deserves bold fiscal support

•   FT(Joe Rennison): Corporate bond investors still reeling as economic recovery picks up

•   WSJ(Editorial Board): China’s Warning to Biden

•   WSJ(Editorial Board): Down the Biden Tax Threshold

•   WSJ(Andy Kessler): How a Company Can Help a City

•   WSJ(Mary Anastasia O’Grady): Capitalism and the Border Crisis

•   WSJ(Scott Gottlieb): Where’s the Science Behind CDC’s 6-Foot Social-Distance Decree?

•   WSJ(David Neumark): Raising the Minimum Wage Will Definitely Cost Jobs

•   WSJ(Wayne Christian): Texas’ Blackouts Blew In on the Wind

•   WSJ(Allysia Finley): Capitalism Is What Will Defeat Covid

•   WSJ(David Satter): Biden Should Follow His ‘Killer’ Instinct

•   NYT(Editorial Board): How to Collect $1.4 Trillion in Unpaid Taxes

•   NYT(Paul Krugman): Vaccines: A Very European Disaster

•   NYT(Ian Johnson): Mr. Biden, Enough With the Tough Talk on China

•   WP(Editorial Board): Russia meddled again — but there’s a bigger reason to be alarmed

•   WP(Editorial Board): Should we worry about inflation — even if the Fed doesn’t?

•   WP(Editorial Board): For some Republicans and Democrats, the 2020 race still isn’t over

•   WP(Henry Olsen): The risk of inflation is real — and growing

•   WP(E.J. Dionne Jr.): Will Biden launch a global democratic wave?

•   WP(David Von Drehle): Don’t go wobbly, Mr. President. Beat the pandemic.

•   WP(Fred Hiatt): China might be right about America. But what are its leaders so afraid of?

•   WP(Christopher C. Gorham): The Triangle Fire and the fight for $15

•   WP(Peter Hotez, Maria Elena Bottazzi): Five myths about coronavirus vaccines

•   Bloomberg(Niall Ferguson): A Taiwan Crisis May End the American Empire

•   Bloomberg(Daniel Moss): Tinker, Tailor, Soldier On: Takeaways From the BOJ's Policy Review

•   Bloomberg(Daniel Moss): Running Turkey’s Central Bank Is a Most Perilous Assignment

•   Bloomberg(Tyler Cowen): Will ‘Running the Economy Hot’ Really Help Workers?

•   Bloomberg(Mihir Sharma): The Quad May Have Finally Found a Mission

•   Bloomberg(Brian Chappatta): Fed’s Bank Leverage Decision May Start Taper Countdown

•   Bloomberg(John Authers): Wile E. Coyote Stocks Are Nearing the Cliff Edge

•   Bloomberg(John Authers): Europe Discovers That Vaccine Caution Is Risky

•   Bloomberg(Robert Burgess): The Number of the Week Is 7

•   Bloomberg(Liam Denning): Why Is Oil Selling Off? There’s Just Too Much of It

•   Bloomberg(Eli Lake): Antony Blinken’s Finest Hour

•   Bloomberg(Eli Lake): Biden Is Making America’s Afghanistan Problems Worse

•   Bloomberg(Clara Ferreira Marques): How Do We Conquer Vaccine Skeptics? We Listen

•   Bloomberg(Joe Nocera): Unions Are Back in Favor. They Need to Seize the Moment.

•   Bloomberg(Faye Flam): Vaccine Passports Would Get the U.S. Back to Normal Faster

•   Bloomberg(Sam Fazeli): Why Doesn’t the Vaccine Safety Debate Seem Settled?

•   Bloomberg(Alexis Leondis): Go Ahead, Homeowners, Tap Your House for Cash

•   Bloomberg(Shruti Rajagopalan): India Bitcoin Ban Would Be a Terrible Idea

•   Bloomberg(Rachel Sanderson): Italy Has the EU’s Greatest Vaccine Need

•   CNN(Pamela Loprest): The missed opportunities of the Covid stimulus package

•   CNBC(Frederick Kempe): Boris Johnson has an extraordinary plan for Britain's global role

•   CNBC(Michael K. Farr): Markets don't buy the Fed's message, says investor Michael Farr

•   MarketWatch(Mark Hulbert): Stock market valuations have been high for 20 years — is the change permanent?

•   MarketWatch(Steve Wyett): Rising inflation and a dovish Fed is nothing for markets to fear

•   Fox News(Tucker Carlson): Even the Chinese know America won't survive with 'woke' liberals in charge

•   Nikkei Asia(William Pesek): The Fed officially joins Bank of Japan in liquidity trap

•   한경(한상춘): 대박과 쪽박론으로 본 '가치주 vs 성장주 논쟁'

•   한경(조동근): 시험대 오른 삼성전자 반도체 경쟁력

•   중앙(김종달): 사용후핵연료 해결할 독립기관 시급하다