Business Intelligence Monitor 210324

(Introduction)

[Markets]

•   Global: Equities, oil prices fall on concerns over Europe COVID-19 surge

•   Sweden: Volvo Shares Drop After Warning Semiconductor Chip Shortage Will Idle Plants

•   한국: 코스피, EU-中 갈등에 1% 하락…3,000대로 밀려

•   한국: 코스닥 '감사보고서 지연' 악재에···주가 '우수수'

•   한국: 두산그룹주 힘빠져, 두산인프라코어 5%대 급락 두산중공업도 밀려

•   Metals: Copper and aluminum fall as sanctions and COVID chill markets

•   Grains: Soyoil leads soybean complex higher

[Indicators]

•   US Q4 Current account: U.S. current account deficit jumps to 12-year high in 2020

•   US Feb. New home sales: U.S. New-Home Sales Fall to Nine-Month Low Following Bad Weather

•   US Feb. Leasing & Finance index: Leasing Index Shows 8% Decrease

•   UK Jan. Employment: UK labour market steadies as Covid vaccine rollout lifts recovery hopes

•   한국 2월 PPI: 생산자물가 4개월째 상승…풋고추 127%·배추 53%·파 42%↑

•   Japan 2020 Land prices: Japan's land prices post first annual fall in 6 years amid COVID

[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: Powell Says Stimulus Package Isn’t Likely to Fuel Unwelcome Inflation

•   WSJ: Migrant Surge at U.S. Border Prompts White House Talks With Mexico, Guatemala

•   WSJ: Housing Can Weather This

•   WSJ: Fed’s Barkin Will Look Past Inflation Jump; Bowman Expects Fed Policy to Stay Easy

•   WSJ: Intel CEO Fast-Tracks Turnaround Bid With $20 Billion Investment Plan

•   WSJ: Pfizer Goes It Alone to Expand Vaccine Business Beyond Covid-19 Pandemic

•   WSJ: Microsoft Could Be Testing Its Immunity

•   WSJ: GameStop Sales Fall As It Pursues Pandemic Recovery

•   NYT: Biden’s Recovery Plan Bets Big on Clean Energy

•   NYT: Germany introduces a strict five-day lockdown over Easter, and asks citizens to stay home.

•   NYT: Tesla’s Autopilot Technology Faces Fresh Scrutiny

•   NYT: ‘The Den of Thieves’: South Koreans Are Furious Over Housing Scandal

•   WP: White House eyes major tax plans to fund infrastructure and jobs package

•   WP: Goldman Sachs plans big China move

•   WP: U.K. penalizes holidaymakers as Germany, Italy, France remain under covid lockdown, in sharp contrast to United States

•   WP: China coronavirus vaccine diplomacy stumbles as clinical trial data remain absent

•   WP: Israel election: Voting results to decide Netanyahu’s future

•   WP: North Korea fires short-range missiles in challenge to Biden administration

•   WP: How to raise the minimum wage with only 51 Senate votes

•   FT: AstraZeneca to publish more Covid vaccine trial data after monitors raise alarm

•   FT: EU prepares to tighten vaccine export rules after UK spat

•   FT: Pandemic cash hoarding creates ‘paradox’ for ECB

•   FT: France summons Beijing envoy in latest EU-China spat

•   FT: Turkey’s money markets face ‘liquidity squeeze’ after lira tumble

•   FT: UK suffered ‘bad outcome’ in Covid-19 fight, says Whitty

•   FT: ‘Green’ consumer energy deals under scrutiny over climate credentials

•   FT: Millions face paying UK tax much earlier under government proposals

•   FT: Vaccine-friendly Britons puzzled by AstraZeneca jab’s EU troubles

•   FT: Wounded but secure: Nicola Sturgeon rides out Salmond storm

•   FT: Blinken pledges to ‘revitalise’ Nato in break with Trump-era tensions

•   FT: India and Pakistan move closer to mending ties after Kashmir tension

•   FT: Abu Dhabi agrees multibillion-pound investment in British business

•   FT: South African rollout lays bare vaccine struggle in developing world

•   FT: Rights groups urge Chevron to stop payments to Myanmar oil company

•   FT: Banks stand firm on calls for oil ‘supercycle’ even as price drops

•   FT: Wirecard fraud ‘started more than a decade ago’

•   FT: ‘In love with bad ideas’: López Obrador takes Mexico back to the future

•   FT: US and EU to revive joint effort to handle more assertive China

•   FT: OECD’s incoming chief confident of global deal on taxing multinationals

•   Bloomberg: WHO Chief Says Rising Cases, Deaths Are ‘Truly Worrying Trends’

•   Bloomberg: China Has Bought Only a Third of U.S. Goods Required by Trade Deal

•   Bloomberg: China Lashes Out at US Allies in Bid to Thwart Biden Strategy

•   Bloomberg: Pfizer Begins Human Trials of New Pill to Treat Coronavirus

•   Bloomberg: Business Spending Hands Surprise Boost to U.S. Economic Recovery

•   Bloomberg: U.S. Vaccine Hesitation Could Mean 4.6 Million More Covid Cases

•   Bloomberg: Biden Stumps for Stimulus Where GOP Senate Seat Is in Play

•   Bloomberg: Brainard Says Fed to Be Patient as U.S. Recovery Strengthens

•   Bloomberg: Fed’s Kaplan Estimates First U.S. Rate Increase Will Be in 2022

•   Bloomberg: Biden Starts Infrastructure Bet With U.S. Far Behind China

•   Bloomberg: India Accelerates Vaccination Drive as Second Covid Wave Grows

•   Bloomberg: China’s Economic Growth Could Exceed Target, Premier Li Says

•   Bloomberg: Brazil’s Top Court Says Judge Biased in Lula Convictions

•   Bloomberg: Spain 2021 GDP Growth View Cut by Central Bank as EU Recovery Fund Gets Delayed

•   Bloomberg: Xi Jinping Visits Closest Chinese Province to Democratic Taiwan

•   Bloomberg: IMF Mulls Creating $650 Billion in Reserves After Yellen Nod

•   Bloomberg: Europe’s Oil Demand Outlook Turns Gloomier on Renewed Lockdowns

•   Bloomberg: Overseas Demand Fears Weaken U.S. Oil Prices to Multi-Month Lows

•   Bloomberg: Ex-PBOC Advisor Sees Risk of China Outflows Along With Other EMs

•   Bloomberg: Millions of Millennials Are Piling Into India’s Stock Market

•   Bloomberg: Tencent Hunts for Growth After China Threat Erases $170 Billion

•   Bloomberg: Fed Forming Committee to Prepare for Climate Change Dangers

•   Bloomberg: EU Urges Trading Partners to Put a Price on Carbon to Avoid Levy

•   Bloomberg: The Fossil Fuel Industry Is Talking About ESG Like Never Before

•   Bloomberg: German Car Industry Says It’s Ready to Meet Tougher EU Climate Goals

•   Bloomberg: What if the Perfect Climate Fix Can’t Arrive in Time?

•   Bloomberg: India’s Carbon Neutral Aim Hinges on Top Emitters Using Hydrogen

•   Reuters: Fed's Bullard sees inflation at 2.5% this year, easing only slightly in 2022

•   Reuters: Bostic says inflation signal will be clearer after stimulus fades

•   Reuters: Fed's Bowman says small firm failures may increase, cites state virus restrictions

•   Reuters: Back and forth over Astrazeneca's COVID-19 statement an 'unforced error' - Fauci

•   Reuters: COVAX to set aside 5% of vaccine doses for emergency stockpile

•   Reuters: Indonesia's rollout of AstraZeneca vaccine underway, despite halal concern

•   Reuters: IMF chief meets with Argentina's Guzman, says close dialogue to continue

•   Reuters: Mexico's economy could easily grow over 5% in 2021: finance ministry

•   Reuters: CanSinoBIO gets China nod for inhaled COVID-19 vaccine trial

•   Reuters: Indonesia eases requirements for mining export permits, nickel excluded

•   Reuters: J&J plant authorization clears way for big boost in U.S. COVID-19 shots

•   Reuters: China to inspect renewable power consumption to improve offtake

•   Reuters: Analysis: Investors seek out 'back to the future' trades to beat inflation as bond yields rise

•   AP: EXPLAINER: Why is Biden halting federal oil and gas sales?

•   CNN: New surveys show the work-from-home revolution may be overblown

•   CNBC: Powell and Yellen agree valuations may be high but aren’t worried

•   CNBC: Escalating EU-China tensions could jeopardize new investment deal

•   CNBC: Putin to get coronavirus vaccine; Russia's vaccine strategy in focus

•   CNBC: ECB's Philip Lane: Biden stimulus will cause positive spillovers

•   CNBC: These 6 charts show how sanctions are crushing Iran’s economy

•   CNBC: Jim Cramer says market won't bottom until it sees a 'crescendo' moment

•   MarketWatch: The new S&P 500 bull market is about to enter its second year. Now what?

•   Politico: Biden administration frets J&J may miss vaccine goal

•   SCMP: China’s ability to invade Taiwan ‘much closer than most think’, US Indo-Pacific Command nominee says

•   SCMP: China-EU relations: why Beijing may not want to let Xinjiang sanctions undermine investment deal

•   SCMP: US-China tech war: state-led economy crucial to meet challenges of American sanctions, says prominent economist

•   SCMP: China coal: Australia ban continues to weigh on supply, imports down 40 per cent even as Russia moves to fill gap

•   SCMP: China, India forecast to lead 5.4 per cent global GDP rebound in 2021, but vaccine roll-out crucial: Moody’s

•   Nikkei Asia: Blinken and Austin's heavy lifting: Takeaways from Indo-Pacific tour

•   Nikkei Asia: Toyota to produce key fuel cell components in China

•   Nikkei Asia: Canon and Tokyo Electron to join Japan advanced chipmaking project

•   Nikkei Asia: Japan shies away from sanctions on China over Xinjiang

•   Economic Times: India’s daily cases now third highest in world

•   Economic Times: Domestic fuel prices set to reduce as international crude oil rates plunge 10 per cent

•   Economic Times: More local companies to produce vaccines as demand soars

•   매경(P1): ESG 민간협의체 국내 첫 출범

•   매경: "한국형 성공모델 만들자"…ESG 정착 손잡은 경제·금융단체들

•   매경: '매경ESG클럽' 뜬다…세계무대 누빌 일류기업 길잡이로 나서

•   매경(P1): LH 사태 후폭풍…땅 담보대출도 받기 어려워진다

•   매경: 금융당국 한도 조이고, 은행 금리 올리고…가계대출 어쩌나

•   매경: 공시가 2배 뛴 아파트…집값 안올라도 3년뒤 보유세 2배된다

•   매경: 금감원 "금리상승 위험 대비할때"

•   매경: 탈원전으로 적자위기 몰린 한전…해외원전 수익으로 메운다

•   매경: 신한울 1호, UAE선 원전 4기 다 지을동안 6년넘게 '심사중'

•   매경: 그때마다 세상이 바뀌었다…팬데믹 결정적 다섯 장면

•   매경: 삼성디스플레이, 中에 저전력 OLED 공급

•   매경: LG전자 "초당 1테라비트 전송한다"

•   매경: 표류하는 2·4대책…관련 법안 3월 처리 불발

•   매경: 순두부집 사장님 로봇사업에 뛰어든 까닭

•   매경: [Rebuild Korea] "솟구쳐라, 韓경제"…기업이 앞장선다

•   매경: 두산, 해상풍력·수소 드론·협동 로봇…'육해공'서 신사업 박차

•   매경: [단독] 美텍사스, 삼성 반도체 "'15년' 세금감면 타당하다"

•   한경(P1): 코로나에 뜬 '구원투수'들…20년만에 슈퍼 호황 맞은 이 업종

•   한경: 디지털 마케팅·M&A…新사업 다급한 기업들, 컨설팅社에 'SOS'

•   한경: '전략통 컨설턴트' 속속 기업 CEO로…3·4세는 컨설팅社서 '후계수업'

•   한경(P1): 한전공대법 '출혈지원' 논란 속 법사위 통과

•   한경: 지방대 정원 미달 속출하는데…나주에 한전공대 들어서나

•   한경(P1): 롯데의 '공격 DNA' 이번엔 중고나라 인수

•   한경(P1): [모십니다] 2021 세계 경제·금융 컨퍼런스

•   한경: "탁상 규제로 대기업·中企 모두 피해"…'상생협력법'의 역설

•   한경: 전기차 보조금 11만대인데…16만대 못 팔면 벌금낼 판

•   한경: 하반기엔 보조금 제로? 지자체, 벌써 절반 썼다

•   한경: '코로나 역설' 어음 부도율 사상 최저…올해는?

•   한경: LH 파문에…가계부채 대책 발표 연기

•   한경: LG화학·삼성SDI·SK이노…전기차 배터리 '3사 3색 전략'

•   한경: 비대면에 지친 직장인…화상회의·이메일에 날샌다

•   한경TV: [단독] LG 배터리, 유럽서 또 리콜…르노 이어 폭스바겐도

•   서경(P1): 공기업 적자에도 '그림자 급여' 잔치

•   서경(P1): SK하이닉스 사외이사, 100% 사외이사가 뽑아

•   서경(P1): 車반도체 수급차질···현대차 생산조절 돌입

•   서경(P1): '연금 개미'의 진격···연금계좌 ETF에 3조 몰렸다

•   서경: 이 와중에...러 외교장관과 회담하는 韓

•   서경: 변동성 커진 국고채···정부 시장 안정 나서나

•   서경: 네이버 'ESG 채권' 흥행... 금리 1.5%로 5억 달러 발행 성공

•   서경: 이창용 IMF 국장 "亞 신흥국, 코로나 지원 중단 땐 기업 파산 파고 올 것"

※   IMF: The Future of Asia: What a Difference a Year Can Make

•   서경: 오세훈 "윤석열·김동연 등에 오늘부터 도움 청할 것"

•   조선(P1): 한국, 유엔 北인권결의안 3년 연속 불참

•   조선: ‘연봉킹’은 184억 김택진… 이재현 123억, 신동빈 112억

•   조선: 삼성전자 1억2700만원, 평균연봉 최고

•   조선비즈: 3년 끌던 신한울1호기 운영허가 임박… 탈원전 출구전략 찾나

•   조선비즈: 탈원전·유가상승, 전기료 인상요인 겹겹…정부는 전기단가 높이는 ‘태양광’ 타령

•   조선비즈: 정부, '백신 휴가' 권고제로 가닥

•   조선비즈: 쌍용차, 감사의견 '거절' 받아…상장 폐지 위기

•   조선비즈: 미국 찾은 김종훈 SK이노 의장 "배터리 분쟁 거부권 행사해야" 호소

•   조선비즈: 최인근·김동관·정기선·구동휘… 수소·태양광에 빠진 2030 '재계 3세'

•   IT조선: 中과 밀월 삼성, OLED 주거니 받거니

•   중앙(P1): 서울시민은 기호 1·2번 대결 택했다

•   중앙: “한국 전략적 모호성, 미국은 불안…중국 편든다 오해 낳아”

•   중앙: ESG가 뭐길래, 관련펀드에 5000억 넘게 몰렸다

•   중앙: 보유세 늘어도 1년에 3배까지만? 절반의 진실

•   중앙: [단독]"이러다 車공장 멈춘다" 정부, 대만 달려가 '반도체 SOS'

•   중앙: 이재명, "박용만은 존경하는 기업인"…친기업 이미지 노렸나

•   동아: [단독]6억이하 아파트도 공시가 급등 후폭풍… 재산세 ‘반짝감면’ 뒤 껑충

•   문화(P1): 요양병원 65세이상 AZ백신 접종 시작… 文대통령 부부도 1차 완료

•   문화: ‘동의율 75%’ 불안감 품은 더딘 접종… 멀어지는 ‘11월 집단면역’

•   문화: 내달부터 75세이상 백신접종인데… 중앙정부 - 지자체 ‘책임 떠넘기기’

•   문화: 전기料 인상요인만 ‘겹겹이’… 신재생에너지 확대의 ‘부메랑’

•   문화: 기재부 “국내외 국채시장 모니터링 강화”

•   문화: 화재사고 이후 보험료 올랐는데 충전율 제한… ESS 수익성 급격 위축

•   문화: 형제亂·숙질亂… 올 주총 변수된 ‘3%룰’ 경영권 분쟁

•   문화: “ESG는 기업경영의 필수조건… 한국형 모델 만들겠다”

•   한국: 서면 없이 중소기업 기술자료 요구한 두산중공업에 과징금

※   공정위: 두산중공업의 기술자료 요구전 서면 미교부행위 제재

•   국민: [신성장동력 포럼] “탄소중립 실현 위해 단기적 ‘그린 수소’ 활용 의무화 필요”

•   국민: [신성장동력 포럼] “수소경제 성공하려면 전과정 기술력 확보가 우선”

•   국민: [단독] 지방청 권한 ‘풍력 환경영향평가’ 콕 집어 가져간 환경부

•   서울(P1): AZ백신 맞은 文대통령 “전혀 아프지 않다”… 국민 불안 해소 나서

•   세계(P1): 김정은·시진핑 “단결 강화”… 북·중·러, '반미' 가속

•   머니투데이(P1): 용진이형의 파격···'빠른 손절·과감한 투자' 이마트 달라졌다

•   머니투데이(P1): 삼성, NTT도코모에 5G 공급…韓·美·日 1위 통신사 모두 잡았다

•   머니투데이: 오세훈 승리하면 민간 재개발·재건축 '훈풍'…박영선땐 공공에 초점

•   머니투데이: GBC 105층→50층 변경, 새로운 서울시장 '결단' 필요

•   머니투데이: "바다 위 바람개비가 돈다, 전기와 일자리가 쏟아진다"

•   머니투데이: [단독]롯데케미칼, 수소탱크 개발완료 눈앞…이르면 1년내 상용화

•   머니투데이: 전기차 사업 뛰어든 유통업체들 … 왜?

•   머니투데이: [단독]26일 국민연금 기금위, 국내 주식비중 확대안 상정

•   머니투데이: 3년 연속 조단위 수주, 두산重 재건 '히든 카드' 두산퓨얼셀

•   헤럴드경제(P1): SK·포스코·한화·GS 등 10여곳 ‘에너지동맹’

•   헤럴드경제(P1): [단독] SK이노베이션, 배터리 분사 ‘물적분할’ 가닥

•   헤럴드경제(P1): 땅값 뛴 곳마다 ‘외지인 투자자’…“매입비율 60% 이상은 투기판”

•   헤럴드경제(P1): 기업-가계-정부 빚 ‘GDP 2.5배’...오르는 금리 커지는 부담

•   파이낸셜뉴스(P1): K-조선 '화려한 부활' 석달간 101척 싹쓸이

•   파이낸셜뉴스: 15조 추경심사 이틀째 평행선… ‘일자리 패키지’가 걸림돌

•   파이낸셜뉴스: "5분 충전에 100㎞"…현대차 충전소 ‘E-pit’

•   파이낸셜뉴스: 한전·발전5사 수장 선임 ‘뜸들이기’… 내달 중순에나 결정

•   아시아경제: [글로벌 포커스] 실수요보다 거품? 원자재 슈퍼사이클, 역설에 빠지다

•   아시아경제: "미래 위한 실탄 확보"…SK하이닉스, 현금 자산 1兆 늘었다

•   아시아경제: ESG 경영 잘하는 기업, 올해 조정장서 수익률 '방긋'

•   디지털타임스(P1): 주식계좌 사상 첫 4000만개 돌파

•   이데일리(P1): '네이버·카카오에 우수인력 뺐길라'..성과보상 불떨어진 대기업

•   이데일리: 코로나에도 임원 연봉만 상승?‥MZ세대, 반발심 `부글부글`

•   이데일리: 해묵은 '철밥통' 임금구조…"기술집약 산업에선 개인 가치·성과분석해야"

•   이데일리: 노조 입김 세진 삼성전자 임협…투명한 성과급 체계 요구

•   이데일리: "미 국채금리 급등 불가피…테슬라·비트코인은 거품, 붕괴할 것"

•   이데일리: "바이든發 법인세 증세, 경제 성장에 독 될 것"

•   이데일리: "경계 허물어야 산다"…삼성·LG, 더 다양해진 '이종 콜래보'

•   연합: 오늘 다시 400명대…"이동량 ↑ 손씻기↓ '방심'이 가장 위험"

•   연합: "탄소중립에 태양광 역할 중요…입지·핵심기술 키워야"

•   연합: 중대재해법 여파' 신고리 5·6호기 준공 연기…공사계획 변경

•   연합: 부품업계도 전기차 시계 빨라지는데…중소업체는 '아직'

•   아주경제: 3조원 마련한 두산重…친환경 사업 본격 드라이브

•   더구루: '두산重 수주' 사우디 담수화플랜트, 자금 조달 완료…사업 본격화

•   reNews: Vestas retains crown in GWEC turbine rankings

•   reNews: Nordex anticipates 2021 profit rise

•   Renewables Now: European energy storage to see strong growth in 2021

•   에너지경제: "아직 갈 길 먼 수소·전기차 시장…환경부, 기반구축 노력 않고 규제만 남발"

•   에너지경제: "태양광 FIT 대상 300kW로 늘려달라"…이달 말 개편 앞두고 사업자들 요구

•   에너지경제: LPG충전소→복합 수소충전소 전환 속도 낸다

•   For Construction Pros: Next Steps for Biden's Infrastructure Plan

•   For Construction Pros: Over One-Third of U.S. Bridges In Need of Replacement

•   대한경제: 전기차 시대…구조조정 불가피

•   OilPrice.com: Saudi Arabia Sidelined By Biden's Middle East Strategy

•   OilPrice.com: Asian LNG Buyers Could Form The World’s Next Energy Cartel

•   MINING.com: Top 14 UBS battery metals forecasts after VW teardown

•   DIGITIMES: Automotive PCB shipments dented by worsening shortages of car chips

•   DIGITIMES: Taiwan IC suppliers begin to enhance their presence in global automotive chip market

•   전자신문(P1): 삼성SDI, 헝가리 '각형 배터리' 생산라인 두 배 증설…"유럽 시장 주도권 굳힌다"

•   전자신문: [산업리포트] 반도체 수요 폭증…'K-파운드리' 고성장 기회 잡았다

•   전자신문: 'K-RE100', REC 구매·녹색프리미엄 참여 기업 75개…확대 여부 주목

•   전자신문: KOTRA, '해상풍력 발전 프로젝트 글로벌 파트너링' 열어

•   전자신문: [이슈분석]전기차 배터리 대전환 시대...'중국에 밀린 K-배터리'

•   ZDNet Korea: 가전제품 팔면 끝?…이제 관리 서비스까지 판다

•   디지털데일리: 5G와 엣지 컴퓨팅의 만남, '비즈니스 혁신' 어떻게 이끌어 낼까

•   Robotics & Automation News: Fanuc enables integration of its CNC machines and robots using new G-Code

•   Robot Report: Drones team up to carry heavy packages

•   Robot Report: Innovation latency in industrial automation

•   Robot Report: Why field-of-view matters

•   로봇신문: [2021 로봇미래전략컨퍼런스] 김상배 MIT 교수(기조강연)

•   로봇신문: [2021 로봇미래전략컨퍼런스] 손재권 밀크 대표(초청강연)

•   로봇신문: [2021 로봇미래전략컨퍼런스] 민경배 경희사이버대 교수(초청강연)

[Opinions]

•   Project Syndicate(Zhang Jun): China’s Accelerating Fertility Crisis

•   Project Syndicate(Javier Solana): Antifragile Europe

•   Project Syndicate(Stephen S. Roach): Boxed In On China

•   Project Syndicate(Hans-Werner Sinn): Europe’s Special Inflation Risks

•   FT(Editorial Board): The tragedy of Erdogan’s economic mismanagement

•   FT(Editorial Board): Nicola Sturgeon’s survival sparks battle to save the Union

•   FT(Martin Wolf): Hopes and fears of the global recovery

•   FT(Janan Ganesh): The radical unavailability of Joe Biden

•   FT(Martin Sandbu): Consensus grows that EU must avoid past fiscal mistakes

•   FT(Constanze Stelzenmüller): Nord Stream 2 impasse threatens transatlantic ties

•   FT(Brooke Masters): Goldman Sachs complaints show long hours and Covid don’t mix

•   FT(Andy Haldane): UK industrial strategy is dead, long may it live

•   FT(Timothy Ash): Turkey faces tough prospects after Erdogan shocks investors

•   FT(June Yoon): Bitcoin mining boom adds to chip price inflation

•   FT(Lex): Nordex/wind turbines: a turn for the better

•   FT(Lex): Geely/luxury electrics: paying up to take on Tesla

•   WSJ(Walter Russell Mead): America’s Back—Against a Wall

•   WSJ(Phil Gramm, John Early): Incredible Shrinking Income Inequality

•   WSJ(Kevin O’Reilly): It Shouldn’t Cost the Farm to Fix a Tractor

•   NYT(Paul Krugman): How Not to Panic About Inflation

•   NYT(Michelle Goldberg): The Johnson & Johnson Shot Was My Ticket Out of Hell

•   NYT(Ross Douthat): What Happens When Biden’s Honeymoon Period Ends?

•   NYT(Ezra Klein): An Unusually Optimistic Conversation With Bernie Sanders

•   NYT(Keren Landman): What Went Wrong With AstraZeneca?

•   WP(Jennifer Rubin): Republicans seem determined to lose safe Senate seats

•   WP(Paul Waldman): What Joe Biden’s next victory looks like

•   Bloomberg(Editorial Board): Carbon-Free Power Requires a Green Connected Grid

•   Bloomberg(Brian Chappatta): Fed’s Corporate Bond Buying Foresaw a Year of Covid Pain

•   Bloomberg(John Authers): Turkey Isn't the First Domino in an Emerging Markets Bust

•   Bloomberg(Hal Brands): America Is Overtaking China in Vaccine Diplomacy

•   Bloomberg(Mark Gilbert): Former BlackRock Executive Blows the Whistle on Greenwashing

•   Bloomberg(Stephen L. Carter): Businesses Are Losing Their Covid-19 Lawsuits Against Insurers

•   Bloomberg(Sinan Ulgen): The Politics Behind Erdogan's Central Bank Decision

•   CNN(Gregor Smith, Devi Sridhar): We flattened the curve. Now let's end the pandemic

•   CNN(Jeff Yang): A $300 million investment that would mean everything to my community

•   MarketWatch(Kabir Sehgal): As Merkel exits the political stage, who will speak for a united Europe?

•   Reuters(John Kemp): Frothy oil market deflates as virus fears return

•   Reuters(Andy Home): Funds take the money and run as copper rally stalls: Andy Home

•   매경(사설): 선거 앞두고 전기료 동결, 이럴 거면 연료비 연동제 왜 했나

•   한경(한상춘): '인플레 압력' 눈감은 파월…신흥국 '긴축 공포' 커진다

•   문화(사설): 선거 앞둔 ‘전기료 조삼모사’ 탈원전의 또 다른 폐해다