Business Intelligence Monitor 210326

(Introduction)

[Markets]

•   Global: Dollar rallies, equities gain in unsettled trading on U.S. recovery hopes

•   한국: 코스피, 0.40% 상승 마감…3,000선 회복

•   한국: 두산그룹주 상승 많아, 두산인프라코어 5%대 두산밥캣 3%대 올라

•   Metals: Copper falls to near 3-week low on China demand worries, firm dollar

•   Grains: Wheat nears 3-month low on supply prospects; soy, corn also decline

[Indicators]

•   US Q4 GDP(final): U.S. GDP growth in fourth quarter raised slightly to 4.3% – and all signs point to economy speeding up

•   US Weekly Jobless claims: U.S. Jobless Claims Reach Lowest Level of the Pandemic

•   France Mar. Business confidence: French Business Confidence Surges Just Before New Curbs: Chart

•   한국 4분기 건설공사 계약: 건설공사 계약액 18.7% 증가…지난해 4분기 82조4000억

•   한국 2월 주택매매: 지난달 서울 주택매매 거래량 3.5% 증가

•   한국 3월 소비자동향: 소비심리, 코로나 이전 수준 회복…집값 전망은 석달째 하락

•   한국 주간 아파트 가격(부동산원): 강남구 전셋값 45주 만에 꺾였다…은마 아파트 호가 6억대로

•   India Q1 Housing sales: Housing sales overcome covid-19 blues, surge 29% in Q1: Survey

•   South Africa Benchmark rates: South African central bank bucks emerging-market trend and holds rates

•   Philippines Benchmark rates: Philippines Holds Rates as Recovery Concerns Trump Inflation

•   Mexico Benchmark rates: Mexico Holds Key Interest Rate Unchanged as Inflation Surges

[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: Biden’s First Press Conference Tackles Filibuster, Immigration, Afghanistan

※   White House: Remarks by President Biden in Press Conference

•   WSJ: Biden Says U.S. Wants Competition, Not Confrontation, With China

•   WSJ: President Biden’s First Press Conference: The Moments That Mattered

•   WSJ: Suez Canal Backlog Grows as Efforts Resume to Free Trapped Ship

•   WSJ: Energy Industry Grapples With Fallout From Suez Canal Blockage

•   WSJ: Companies Consider Alternative Routes, Assess Costs as Suez Canal Blockage Continues

•   WSJ: Fed Says Restrictions on Payouts to End for Most Banks After June 30

•   WSJ: Senate Passes PPP Bill, Extending Loan Applications Through May

•   WSJ: AstraZeneca Releases Updated Covid-19 Vaccine Data Showing 76% Efficacy

•   WSJ: AstraZeneca Got Its Vaccine Right. The Rollout Has Been a Mess.

•   WSJ: The Covid-19 Vaccine Effort Is Protecting Older People, Growing Evidence Suggests

•   WSJ: Pfizer Covid-19 Vaccine Starts Testing in Young Children

•   WSJ: Fuel-Cell Technology Lets Platinum Miners Shine Again

•   WSJ: Lawmakers Hammer Tech CEOs for Online Disinformation, Lack of Accountability

•   NYT: Larry Summers Warned About Inflation. Fed Officials Push Back.

•   NYT: Why Are China’s Consumers Threatening to Boycott H&M and Other Brands?

•   WP: Democrats push Biden on returning war powers authority to Congress

•   WP: Why Biden May Not Be Able to Save Unions

•   WP: Netanyahu has no clear path to remain prime minister, official Israeli election results show

•   WP: Saudi official rejects reports that he threatened U.N. investigator in Khashoggi murder

•   FT: India blocks vaccine exports in blow to dozens of nations

•   FT: India’s second Covid wave undermines herd immunity theory

•   FT: EU leaders clash over vaccine distribution in tense summit

•   FT: Brussels’ dubious plans to keep Covid vaccines at home

•   FT: Navalny accuses Russian prison guards of ‘abuse’

•   FT: Sweden clears AstraZeneca vaccine for use in over-65s

•   FT: US-UK trade deal talks set to miss key Washington deadline

•   FT: Easing of English lockdown to go ahead and Covid powers extended

•   FT: Thousands of UK companies set to lose out on business rates relief

•   FT: Johnson backtracks on vaccine ‘passports for pubs’ after backlash

•   FT: UK state-backed Covid loans top £75bn as schemes wind down

•   FT: UK car industry backs Labour’s call for government investment in battery gigafactories

•   FT: UK trade unions call for legal curbs on AI in workplace

•   FT: US puts sanctions on companies controlled by Myanmar’s military

•   FT: A new target in the US vaccine rollout: reluctant Republicans

•   FT: Corporate money trickles back to Republicans after Capitol riots

•   FT: Brazil’s business elite rebukes Bolsonaro as Covid deaths mount

•   FT: Zelensky’s anti-corruption squad swoops on Ukrainian oligarchy

•   FT: Investors in UK government bonds suffer worst quarter for two decades

•   FT: SEC questions banks over their work with Spacs

•   FT: Financing for Texas wind power in disarray after winter storm

•   FT: Deliveroo faces growing scrutiny over worker pay ahead of IPO

•   FT: Disputes leave AstraZeneca boss with chronic vaccine headache

•   FT: Jack Ma’s Ant demands bigger fees to rebuild valuation after pulled IPO

•   FT: Clean tech 2.0: Silicon Valley’s new bet on start-ups fighting climate change

•   Bloomberg: Pete Buttigieg Begins Biden Admin's Infrastructure Push With Warning on China

•   Bloomberg: ADB Sounds Alarm on U.S. Yield Jump as Asia Debt Rises

•   Bloomberg: U.S. Covid Cases Are Rising Again, Reversing Months of Progress

•   Bloomberg: Jerome Powell Says Better Outlook Reflects Vaccine Progress, Fiscal Aid

•   Bloomberg: Clarida Says It Will Take Some Time to Restore Pre-Virus Economy

•   Bloomberg: Fed’s Mester Condemns ‘Heinous’ Atlanta Murders, Inequalities

•   Bloomberg: Bernie Sanders Proposes Bigger Tax Hikes Than Biden White House Is Planning

•   Bloomberg: China’s CanSino Says European Vaccine Order Talks Are Underway

•   Bloomberg: EU Covid Vaccine Exports Exceed Doses Administered in Region Amid Slow Rollout

•   Bloomberg: Vaccine Squabbles Continue in Major Supply Row: Beyond Brexit

•   Bloomberg: U.K. Lost Workers to EU During Covid and Brexit, LinkedIn Says

•   Bloomberg: Vaccine Skepticism Risks Increasing Covid Mortality Ninefold

•   Bloomberg: IMF and Argentina Find Common Ground Amid VP’s Bombshell Remarks

•   Bloomberg: Brazil Foreign Minister Asked to Resign Over Virus Diplomacy

•   Bloomberg: Chile Locks Down Santiago With Cases Near Pandemic Worst

•   Bloomberg: Xi Urges China's Fujian Province to Deepen Ties With Democratic Taiwan

•   Bloomberg: Caterpillar Facing Shipment Delays Due to Suez Blockage

•   Bloomberg: South Korea’s Chip Industry Is Caught Between China and the U.S.

•   Bloomberg: Many Businesses See Hybrid Work Continuing After Pandemic

•   Bloomberg: Copper Boom Is Catching the Eye of Poverty-Fighting Politicians

•   Bloomberg: India to Double Down on Coal Projects Amid Climate Warnings

•   Bloomberg: ESG Stampede Reduces Financing for Carbon-Intensive Companies

•   Bloomberg: Bank of Japan Governor Kuroda Calls for Forward-Looking Steps on Climate Risks

•   Bloomberg: Plan to Cut Solar Costs by 60% Unveiled by U.S. Energy Agency

•   Bloomberg: U.S. Oil Lobby Backs Carbon Fee as Substitute for Regulation

•   Bloomberg: What’s Up With China EV’s? Here’s a Clue

•   Reuters: Oxford to test inhaled version of COVID-19 vaccine with 30 volunteers

•   Reuters: Exclusive: Fed's Barkin says watch the data, rate hikes no article of faith

•   Reuters: Fed's Evans sees first rate hike in 2024, inflation will be the test

•   Reuters: Exclusive: Biden wants to keep Trump policy that boosted armed drone exports - sources

•   Reuters: No more vaccine exports until you fulfill your contracts, EU tells AstraZeneca

•   Reuters: France puts region around Lyon in lockdown

•   Reuters: EU chief says Turkey ties 'constructive' but 'fragile'

•   Reuters: France's Macron: EU must block exports from late-delivering vaccine producers

•   Reuters: Exclusive: Novavax delays EU vaccine supply deal amid production problems - source

•   Reuters: ECB seeks to allay German misgivings about digital euro

•   Reuters: China says members of RCEP pact aim for deal to take effect from 2022

•   Reuters: China to step up financial support for wind and solar power

•   Reuters: More than half Israelis receive both COVID-19 vaccine doses

•   Reuters: India's economic revival to be 'unabated' despite coronavirus surge - RBI chief

•   Reuters: North Korea says it tested new 'tactical guided projectile' on Thursday: KCNA

•   Reuters: Shell hunts for hydrogen opportunities in Australia in net zero push

•   Reuters: Dividend over digging: Miners pay shareholders but need new projects

•   Reuters: Special Report: Pompeo rejected U.S. effort to declare 'genocide' in Myanmar on eve of coup, officials say

•   AP: EXPLAINER: What N Korean missile tests mean for US relations

•   AP: EXPLAINER: What we know about a ship blocking the Suez Canal

•   AP: EXPLAINER: Suez Canal block could hit product supply chains

•   CNN: What's in the $1.9 trillion rescue plan for small businesses

•   CNN: India records spike in Covid-19 cases as several variants detected, prompting fears of a second wave

•   CNN: Homes are selling at record speed as buyers scramble to find properties

•   CNN: How AstraZeneca went from pandemic hero to villain

•   CNBC: Goldman Sachs says surging demand for electric car batteries will boost these stocks

•   MarketWatch: Will individual investors stick around after pandemic’s ‘mind-blowing’ stock trading surge?

•   Fox Business: Biden to unveil multi-trillion dollar infrastructure plan in Pittsburgh next week

•   Fox Business: Kudlow: Biden admin's 'awful' infrastructure bill will 'damage growth' in next 2 years

•   SCMP: As Xinjiang cotton row rages, European firms ‘caught between rock and hard place’

•   SCMP: China-Australia relations: exploding Australian wheat exports step up to meet high demand despite tensions

•   Global Times: China to introduce updated antimonopoly policies by September

•   Global Times: Development of China’s digital yuan will support electronic payment services

•   Nikkei Asia: Suga's LDP rivals struggle to make ground in Japan election year

•   Nikkei Asia: Foxconn hits the gas on vision for 'fabless' EV future

•   Nikkei Asia: Foxconn chip tool unit weighs building first-ever US plant

•   Economic Times: 170 GW of renewable energy capacity either operational or under development: R K Singh

•   Economic Times: covid India cases: As Covid cases rise, India Inc rethinks plans to reopen offices

•   Mint: India has not banned COVID-19 vaccine exports: Source

•   Business Standard: Economic indicators improving, 2nd Covid wave may last upto 100 days: SBI

•   매경(P1): 재난지원금 속도전…재보선 전에 5.2조 뿌린다

※   기재부: 2021년도 제1회 추가경정예산 국회확정

•   매경: 선거前 돈 내려온다…여행업 300만원 농어촌 100만원

•   매경: 국채 발행 9.9조 유지했지만…올해 국가채무 1000조 육박

•   매경(P1): 오세훈 "시장되면 상계·목동 재건축 바로 시작"

•   매경(P1): 시스템반도체 오늘 주문하면 연말 돼야 받는다

•   매경: 차 이어 냉장고 밥솥까지 반도체 칩 대란…"30% 웃돈줘야 주문"

•   매경: 달아나는 TSMC 추격하는 인텔…커지는 이재용 공백

•   매경: "반도체 특별법 만들어 공장건설 규제 없애야"

•   매경: [단독] M&A로 미래 충전…현대차는 기술영토 확장, 네이버는 동맹강화

•   매경: 작년 고용 8000명 늘린 30대 대기업…그 중 절반이 삼성전자

•   매경: '연봉킹' 김택진…작년 184억 받았다

•   매경: "디지털 화폐는 대세…'은행산업' 사라질수도"

•   매경: 1초에 영화 두편…삼성전자 D램 전송속도도 초격차

•   매경: 현대重의 '수소꿈'…2030 로드맵 닻 올렸다

•   매경: "빨리 집값 잡아야죠…취임 한달안에 8만가구 공급 확보"

•   매경: '초일류 리더십' 놓고 머리 맞댄 삼성 신경영 실무자와 뇌과학자

•   한경(P1): 한국은행 "411조원 고탄소업종 대출 줄여라"

•   한경(P1): 여성·경영자·ESG 전문가…다양해진 대기업 사외이사

•   한경: "딴 곳 맡고 있어도 제발 좀"…사외이사 구인난에 37명 '겹치기 선임'

•   한경: 금호석유 사외이사 절반 'ESG 전문가'…네이버·LGD·글로비스 등 잇단 영입

•   한경: 카카오 사외이사는 90년생…롯데쇼핑도 41세 영입

•   한경: 사외이사 연봉 '억소리'…삼성전자 가장 두둑

•   한경: SK 사외이사, 인사·투자까지 결정한다

•   한경: 적금 하나 드는데 30분…"그만 좀 하세요" 은행 창구 대혼란

•   한경: 상임위도 패싱한 신공항 예산…"최악 졸속심사"

•   한경: 한은, 소상공인·中企 대출지원 6개월 연장

•   한경: ESG경영 롤모델로 뜨는 롯데월드타워 "수열 등 친환경 에너지로 전력 12% 충당"

•   한경: 시멘트업계, 탄소줄여 친환경산업 전환 추진

•   한경: 신학철 "배터리 소송 SK에 합당한 배상 받아낼 것"

•   한경: "2분기 상승장 펼쳐진다"…전문가들이 낙관하는 세 가지 이유

•   한경: 하반기 코스피 다시 뛴다…증시 이끌 유망 종목은?

•   서경(P1): 무역분쟁 와중에···日 희토류 의존만 더 커졌다

•   서경: 日 '보복카드'로 쓸 땐 치명상···韓, 쿼드 '희토류 동맹' 공조해야

•   서경: 광물값 5년새 2배 뛰었는데···해외광산 팔기 바쁜 韓

•   서경: 中 '희토류 패권' 자신만만 왜

•   서경(P1): "집단소송제 도입 땐 소송 비용만 10조 증가"

•   서경: "집단소송제, 원조격 美서도 손사래···기업 해외탈출 초래할 것"

•   서경(P1): [단독] 수도권서 토지 구입 땐 '자금 조달' 신고 의무화

•   서경: 부동산 매매 자진 신고, 위법땐 토지·주택 관련기관 취업 제한

•   서경: 기업 CEO 업무 차량, 올해부터 전기·수소차로 바뀐다

•   서경: [단독] 차기 KDI 원장 3배 수 압축...소주성 설계자 홍장표 유력시

•   서경: "코로나 뚫자"···中企, 뼈깎는 사업 재편

•   서경: "기업 상속세율 50% 인하땐 일자리 27만개 늘어"

•   조선(P1): 美 “성주 사드기지 방치 용납 못해”

•   조선(P1): 대기업 정규직 일자리 지난해 6300개 줄었다

•   조선: 얀센 백신 “2분기엔 50만명 미만 공급” 정부 “계약 위반”

•   조선: “임금 더 올려달라” IT업계 줄줄이 노조 설립

•   조선: ‘일하고 싶은 은퇴자’ 年 70만명 쏟아지는데… 자리가 없다

•   조선: “국내 백신효과 68%”

•   조선: LG, 가전·車전장에 올 1조6천억 투자 “이기는 성장할 것”

•   조선: “AZ·화이자 문제점 해결” 국내 첫 임상 2상

•   조선: [Mint] 이젠 남들도 다 하는 로켓배송… 쿠팡은 ‘한국의 아마존’ 될 수 있을까

•   조선: [Mint] “비트코인은 CBDC 등장하면 소멸” vs “디플레 화폐로서 더 널리 쓰일 것”

•   조선비즈: 한국·미국·대만, 반도체 패권 전쟁 돌입…사령탑 공백 삼성 ‘초비상’

•   조선비즈: 탈석탄 단체 "탄소중립 외친 포스코, 삼척석탄발전소 건설 중단해야"

•   중앙: 경쟁사 콘텐트도 한바구니에…‘구독’ 경계가 허물어진다

•   동아(P1): [단독]美 자제 경고 3시간 뒤, 北 탄도미사일 쐈다

•   동아: [단독]北, 미사일 ‘릴레이 도발’… 바이든 기자회견 19시간전 무력시

•   동아: 美 “국제사회에 위협”… 日 “안보리결의 위반”

•   동아: 美-日은 “北 탄도미사일 발사”… 靑은 ‘탄도’ 언급도 안해

•   동아: 코로나에 쪼그라든 기업 매출… 작년 100대 기업 55조 줄었다

•   문화: 투자자·환경·사회 ‘모두가 이롭게’… ESG 경영으로 ‘지속 가능하게’

•   국민(P1): 주택정책 역효과… 전세 보증 1년 새 35조 급증

•   머니투데이(P1): D램·LCD·車반도체…꿈틀대는 부품가격, 제조업은 '시름'

•   머니투데이: 꽉 막힌 수에즈…바닷길 중요한 韓 정유사·상사 영향은?

•   머니투데이: 안전망·ESG로 내실 키우고, 글로벌로 외연 넓힌다

•   더벨: ㈜두산 퓨얼셀아메리카 반등, 3기 두산 힘 받는다

•   더벨: [이사회 모니터/굴곡 많았던 ㈜두산, 이사회 유연성으로 극복

•   더벨: CBO가 참여하는 이사회...역동성 키운 자체사업

•   헤럴드경제: “삼성 주가만 왜”...속끓는 개미들

•   헤럴드경제: 美정치권 ‘내연기관차 종식’ 서한...현대차, 반사익되나

•   헤럴드경제: 2기 신도시는 18년째 조성중...“근시안적 개발로 누더기 전락” [공공택지사업 이대론 안된다]

•   헤럴드경제: “민간 주도·공공 지원 체제로 대수술 필요” [공공택지사업 이대론 안된다]

•   헤럴드경제: 서울 도심 공공택지 ‘동상이몽’...정부·지자체 갈등 커지나 [공공택지사업 이대론 안된다]

•   헤럴드경제: 코로나 부담 은행 집중...기울어진 금융권

•   헤럴드경제: 자산시장 불안→금융시스템 전이 ‘빨간불’ 켜졌다

•   헤럴드경제: 속도내는 저탄소경제...저탄소금융은 ‘말로만 요란’

•   파이낸셜뉴스(P1): '경제 뇌관' 민간부채 GDP 2배 넘었다

※   한국은행: 「금융안정 상황」(2021년 3월)

•   파이낸셜뉴스: 빚 감당 못하는 자영업 19만 가구 넘었다… "신용위험 빨간불" [가계빚 속도 금융위기 후 최고]

•   파이낸셜뉴스: 철강·조선·정유도 ‘2050 탄소중립’ 수소 생태계 올인

•   파이낸셜뉴스: "현대重, 연내 대우조선 인수 절차 마무리"

•   디지털타임스(P1): "중대재해법 시행前 보완 해달라" 재정비 마친 경제단체 한목소리

•   이데일리(P1): 車반도체 부족, 국내까지 영향..현대차 '4월 감산설' 등장

•   이데일리: "테트리스 하듯 車 만든다"..씨 마른 반도체에 車기업 울상

•   이데일리: "차량용 반도체 생산 갑자기 못 늘려…공급부족 올해 내내 간다"

•   이데일리: 정부, 車반도체 확보에 팔 걷고 나섰지만…뾰족수 안 보이네

•   이데일리: 신고리5·6호기 사이버발전소 가상·증강현실 시스템 구축

•   이데일리: 집콕 장기화에 OLED판매 증가'…기지개 켜는 K-디스플레이

•   이데일리: [현장에서]LG-SK 분쟁에 미소짓는 美..소송비용만 1兆 넘기나

•   이데일리: [단독]쿠팡, 완주에 15만㎡ 규모 물류센터 건립…본격 투자 신호탄

•   이데일리: [이데일리가 만났습니다]①"韓. 가만있어도 中영향권…미중균형은 한미동맹 강화"

•   이데일리: [이데일리가 만났습니다]②"더이상 北에만 매몰되서는 안돼…韓주변국 외교해야"

•   연합: 오늘 400명대 중후반…오전 거리두기 조정안 발표, 재연장될 듯

•   연합: 2019년 국내 물산업 총매출 약 46조…전년 대비 6.8% 증가

•   연합: 두산인프라코어, 손동연 대표 재선임

•   뉴시스: "30년 넘은 풍년 들녘이 소금 논?"..고삐 풀린 농지 태양광발전

•   뉴스1: "탄소가치평가 따라 보증비율 확대"… 산업부 '녹색보증' 본격 추진

•   뉴스1: 박주봉 中企옴부즈만 "협동로봇 울타리 설치 면제 여부 가이드라인 배포"

•   비즈니스워치: [두산 재무개선 1년]②급한 불은 껐지만…

•   Power Engineering: Hydrogen production is a ‘climate killer’ says Enel boss

•   reNews: Renewables outstrip fossil fuels in UK in 2020

•   reNews: EU consortium to study economic benefits of ocean energy

•   에너지경제: [단독] 태양광사업에도 LH판 ‘가짜농민’ 투자 만연…"무리한 확대 정책이 낳은 부작용"

•   에너지경제: [단독] 한국전력기술 신임 사장에 김성암 전 한전 부사장 유력

•   에너지경제: 에경연, '탄소중립으로 가는 길' 주제 연구발표회 개최

•   KHL: Volvo CE pulls out of Bauma 2022

•   Equipment Journal: Volvo CE introduces 2 new short swing compact excavators

•   For Construction Pros: Construction Saw Double-digit Declines in Hiring and Projects in Q4 and Full-year 2020

•   For Construction Pros: Management Trends Emerging in the Construction Industry Due to COVID-19 Pandemic

•   대한경제: 한수원, 신한울 34호기 승소 자신감 근거… 왜?

•   대한경제: 주택 공급 ‘고삐’…다음주 공공재개발 2차 후보지 발표

•   대한경제: 1분기 청약시장 ‘온기’…주택시장은 ‘냉기’

•   대한경제: 올해 소규모정비사업 쏟아진다

•   DIGITIMES: Global semiconductor materials market sets new high in 2020, says SEMI

•   DIGITIMES: TSMC to remain major foundry partner of Intel

•   전자신문: 두산, 동박·연료전지 사업 날개 달았다

•   디지털데일리: 반도체·배터리 무게중심, 美·유럽으로 이동할까 [IT클로즈업]

•   디지털데일리: 삼성전자, 日 소니 맹추격…이미지센서 점유율 격차 ‘31%p→17%p’

•   Robotics & Automation News: ABB says its robots have boosted productivity at Nestlé’s Brazilian plants by ‘over 50 percent’

•   Robotics & Automation News: Mecademic to launch tiny new SCARA robot

•   Robotics Tomorrow: COVID-19 and Robotics: How the Past Year Transformed Automation

•   로봇신문: 중국,1~2월 산업용 로봇 생산량 4만 5천대...지난해比 118%↑

•   물류신문: Part 1. 포스트 코로나 시대의 콜드체인 기술_블록체인/IoT

•   물류신문: Part 2. 포스트 코로나 시대의 콜드체인 기술_로봇/드론

[Opinions]

•   Project Syndicate(Steven Hill): Europe’s Digital Fix Is Already Broken

•   Project Syndicate(Richard Haass, Charles Kupchan): A Concert of Powers for a Global Era

•   Project Syndicate(Raghuram G. Rajan): All Eyes on Digital Payments

•   Project Syndicate(George Magnus): China’s Go-It-Alone Five-Year Plan

•   Project Syndicate(Kent Harrington): The Risk of Post-Pandemic Instability

•   FT(Editorial Board): Saving white-collar youth from burnout

•   FT(Editorial Board): The OECD is an underrated institution

•   FT(Gillian Tett): Central bankers’ crypto experiments should put investors on alert

•   FT(Edward Luce): America’s growing fixation on race

•   FT(Martin Sandbu): Turning the tables on China

•   FT(David Pilling): AstraZeneca and the lessons of vaccine hesitancy

•   FT(John Dizard): Russia sanctions — easy to announce, hard to implement

•   FT(John Thornhill): The delusions of techno-futurists who ask: crisis, what crisis?

•   FT(Brendan Greeley): The bank effect and the big boat blocking the Suez

•   FT(Lee Buchheit): A green solution to sovereign debt restructuring

•   FT(Andy Whitmore): Rethinking the new minerals boom

•   FT(Oren Cass): The US needs to rediscover the meaning of investment

•   FT(Lex): Spacs/SEC: a ghost at the feast

•   FT(Lex): Chinese delistings: exodus will hurt US investors most

•   WSJ(Joseph C. Sternberg): Angela Merkel Has Lost Her Pandemic Touch

•   WSJ(Alexander William Salter, Daniel J. Smith): End the Fed’s Mission Creep

•   WSJ(Max Raskin): You Can Bet on the Vaccine, Literally

•   WP(Editorial Board): Now in Russian prison, Alexei Navalny is facing new threats to his life. It’s unacceptable.

•   WP(Gregory Mitrovich): China is taking aim at the key to America’s dominant role in the world

•   Bloomberg(Justin Fox): What Happened to the Corporate Income Tax?

•   Bloomberg(John Authers): The Euro's Viral Turn Is More Than Pseudoscience

•   Bloomberg(Julian Lee): What a Long Suez Canal Closure Means for the Oil Price

•   Bloomberg(Anjani Trivedi): Japan Remade Its Supply Chains After Catastrophe. Here’s What It Learned

•   Bloomberg(Chris Hughes): Why Is AstraZeneca Making So Many Unforced Errors?

•   Bloomberg(Karl W. Smith): Biden Can Afford to Build Back Better Slowly

•   Bloomberg(Jonathan Bernstein): Size Doesn’t Matter to Republican Deficit ‘Hawks’

•   Bloomberg(Jonathan Bernstein): Biden's First Press Conference: Non-Questions Set the Tone

•   Bloomberg(Leonid Bershidsky): Angela Merkel Tried to Govern Like an AI but Couldn’t

•   Bloomberg(Adam Minter): Can the U.S. and China Find Common Ground in Space?

•   Bloomberg(Mark Gilbert): Tesla’s Bitcoin Adventure Promises an Even Wilder Ride

•   Bloomberg(Peter R. Orszag): The Next Big Green Thing: Steel

•   Bloomberg(Meghan L. O'Sullivan): There’s No Hurry for Biden to Re-Enter the Iran Nuclear Deal

•   CNN(Salvatore R. Mercogliano): Suez Canal traffic jam blocks the world's jugular vein

•   MarketWatch(Marc Jarsulic): How the U.S. can become the most competitive manufacturing economy in the world once again

•   Fox News(Kayleigh McEnany): Biden's first press conference leaves Americans with many more questions than answers

•   Reuters(John Kemp): India and Saudi Arabia spar over oil prices

•   매경(권태신): ESG 백가쟁명 시대에 드는 걱정 몇가지

•   한경(임도원): '대형 애물단지' 우려되는 한전공대