Business Intelligence Monitor 210330

(Introduction)

[Markets]

•   Global: Global shares slip after hedge fund's default

※   WSJ: Archegos Liquidation Hit Nomura, Credit Suisse

•   한국: 코스피 기관 매도에 사흘만에 하락…3,030대 마감

•   한국: 수에즈 운하 열리니...HMM 웃다울고 조선주는 그저 웃고

•   한국: '1조 통큰 투자' SK이노베이션, 주가는 잠잠

•   한국: 두산그룹주 거의 다 올라, 두산인프라코어 9%대 두산밥캣 6%대 뛰어

•   Metals: Copper slides as ship blocking Suez refloated

•   Iron ore: Iron ore prices jump on strong industrial activity in China

•   Grains: Corn falls 1%, soy drifts lower on U.S. plantings outlook

[Indicators]

•   UK Feb. Mortgage approvals : UK Mortgage Approvals Fell Before Rishi Sunak Extended Stamp Duty Holiday

•   한국 2월 기업 직접금융 조달실적: 지난달 회사채 발행 늘고 주식 발행은 줄어

[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: Ship Stuck in the Suez Canal Is Freed

•   WSJ: How a Supermoon Helped Free the Giant Container Ship From the Suez Canal

•   WSJ: Suez Canal Blockage Pressures Global Container Supply

•   WSJ: Biden Says U.S. Adds New Covid-19 Vaccine Sites, Warns Against Complacency

•   WSJ: Biden to Push Offshore Wind Projects

•   WSJ: Senate Democrats Push for Capital-Gains Tax at Death With $1 Million Exemption

•   WSJ: WHO Report Into Covid-19 Origins Leaves Key Questions Unanswered

•   WSJ: Coronavirus Was Supposed to Drive Bankruptcies Higher. The Opposite Happened.

•   WSJ: Congress Extends Covid-19 Bankruptcy Relief for Consumers, Small Businesses

•   WSJ: National Eviction Moratorium Extended Through June

•   WSJ: U.S. Suspends Trade Pact With Myanmar After Deadly Weekend Violence

•   WSJ: Republican Senator Wants San Francisco Fed Documents on Climate and Social Work

•   WSJ: China, Long a Source of Deflation, Starts Raising Prices for the World

•   WSJ: China’s Tech Giants Have Chip Ambitions, Too

•   WSJ: Optimistic Forecasts on Economy Might Still Be Too Dismal

•   WSJ: What Is Archegos and How Did It Rattle the Stock Market?

•   WSJ: Who Is Archegos Fund Manager Bill Hwang?

•   WSJ: Stocks Favored in ‘Reopening Trade’ Hit Turbulence

•   WSJ: Companies Ask Their Customers to Help Them Cut Emissions

•   WSJ: Amazon-Backed Deliveroo to Price IPO at Lower End of Range

•   NYT: The Moderna and Pfizer-BioNTech vaccines are very effective in real-world conditions at preventing infections, the C.D.C. reported.

•   NYT: Biden’s Lesson From Past Green Stimulus Failures: Go Even Bigger

•   NYT: Remote Work Is Here to Stay. Manhattan May Never Be the Same.

•   NYT: Contentious Union Vote at Amazon Heads to a Count

•   NYT: How China’s Outrage Machine Kicked Up a Storm Over H&M

•   NYT: The Start-Up Enemies of Wall Street Are Booming

•   WP: Feuds, fibs and finger-pointing: Trump officials say coronavirus response was worse than known

•   WP: Trump is losing the war over his legacy

•   WP: Larry Summers, top Obama economic adviser, is a critic of President Biden’s spending plan

•   WP: The Daily 202: Harris steps into new immigration mission with Central American leader calls this week

•   WP: China continues pressure on H&M, Nike and academics over Xinjiang

•   WP: As Myanmar’s security forces crush anti-coup protests, more and more children are dying

•   WP: Against the odds, Cuba could become a coronavirus vaccine powerhouse

•   WP: Tax evasion among the rich more widespread than previously thought

•   FT: Merkel rails at German states for taking foot off ‘emergency brake’

•   FT: Biden’s massive stimulus plan prompts EU soul-searching

•   FT: EU move on vaccine exports puts Serbia’s leader on edge

•   FT: Cameron faces probe into links with Greensill at heart of government

•   FT: Johnson hails ‘small step to freedom’ but urges caution as lockdown eases

•   FT: UK to press more businesses to sign up to net zero carbon pledge

•   FT: Biden urged to ‘desist’ from threat of tariff war with UK

•   FT: London lags behind as the UK’s vaccine rollout gathers pace

•   FT: Bank of England clamps down on Brexit-driven EU relocations

•   FT: US companies sound inflation alarm

•   FT: China’s scattergun sanctions show the limits of EU engagement

•   FT: Myanmar refugees flee to Thailand after military attacks

•   FT: Asia tech groups tap global equity markets at record pace

•   FT: Abu Dhabi launches new oil futures as it targets Asian refiners

•   FT: Wall Street stocks in strongest rebound rally since 1936

•   FT: ‘The ultimate David and Goliath story’: the fight to open a union at Amazon

•   FT: The Fed’s new dance

•   Bloomberg: Biden to Announce Transportation-Focused Stimulus Wednesday

•   Bloomberg: Suez Shipping Knots May Take a Few Months to Untangle

•   Bloomberg: The World’s Other Major Shipping Pileup Is Still Clogging Trade

•   Bloomberg: Fed’s Bostic Says There’s Merit to Reparations to Address Racism

•   Bloomberg: ECB Kept Pace of Pandemic Bond-Buying Little Changed Last Week

•   Bloomberg: ECB Rebuffs Hungary’s Plan for Central Bank Mortgage Lending

•   Bloomberg: Italy’s Deficit May Be Close to 10% in Second Year of Crisis

•   Bloomberg: UN chief warns of coming debt crisis for developing world

•   Bloomberg: Iran Says Sanctions Could Force Shutdown of Nuclear Power Plant

•   Bloomberg: Myanmar Civil War Fears Growing After Airstrikes on Ethnic Army

•   Bloomberg: India’s Steady Recovery Thrown in Doubt by Spike in Virus Cases

•   Bloomberg: Philippines Allows Companies to Import Vaccines to Boost Supply

•   Bloomberg: Bolsonaro Ousts Top Ministers as Pandemic Spirals Out of Control

•   Bloomberg: South Africa’s Ruling Party Issues Ultimatum to Ramaphosa Rival

•   Bloomberg: Turkey Says April Rate Cut Shouldn’t Be Taken for Granted

•   Bloomberg: Vietnam Sees Inflation Risks Along With 6.5% GDP Growth in 2021

•   Bloomberg: Is Telecommuting Really Greener? It Depends.

•   Bloomberg: ESG-Linked Loans Are Set to Blast Off in Canada, CIBC Says

•   Bloomberg: Great Wall Bets on Hydrogen, Will Use to Power New SUV

•   Reuters: Immune response may be linked to AstraZeneca vaccine clot issue; death risk rising among young adults in Brazil

•   Reuters: India suffers highest daily coronavirus infections in five months

•   Reuters: New U.S. COVID-19 cases rise for second week in a row

•   Reuters: Saudi wants OPEC+ to extend oil cuts into May-June - source

•   Reuters: Russia supports OPEC+ oil output rollover to May, seeks small rise for itself: source

•   Reuters: Global wind industry could install almost 1 TW of new capacity by 2030, report says

•   Reuters: Solar installations on pace for biggest growth in five years, IHS Markit says

※   IHS Markit: Solar 2.0 – Solar Installations to Hit a Record 180 GW in 2021 Despite Supply-Chain Headwinds, Says IHS Markit

•   Reuters: BOJ's Kuroda will continue to buy ETFs as needed

•   Reuters: Saudi Crown Prince discusses Green Initiative with Arab leaders

•   Reuters: Toyota presses Australia to promote roll-out of hydrogen fuel stations

•   Reuters: Sinopec aims for carbon neutrality by 2050, plans pivot to hydrogen

•   Reuters: Analysis: With stick and carrot, Saudi starts winning over firms in regional race

•   AP: AP source: VW plans brand-name change to 'Voltswagen' in US

•   CNN: Rental car shortage is a boon for Turo, the Airbnb of cars

•   CNBC: Biden infrastructure bill: What to expect on climate change

•   CNBC: Germany constitutional court puts EU covid funds on hold

•   CNBC: Europe looks to contain spiraling Covid crisis, but it’s ‘Happy Monday’ in the UK

•   CNBC: Pettifor: Governments, ‘not BlackRock,’ should lead green economy transition

•   CNBC: Dr. Scott Gottlieb: U.S. Covid shots close to turning pandemic tide

•   CNBC: Xiaomi Mi 11 Ultra: Price, features, specs, availability

•   CNBC: Facebook, Google to lay subsea cables between U.S. and Southeast Asia

•   MarketWatch: ‘We can’t compete with all cash’: The struggle is real to buy a home during COVID-19

•   France24: Johnson & Johnson set to begin delivering Covid-19 vaccines to Europe

•   SCMP: US-China relations: trade talks will take place ‘when the time is right’, says new US Trade Representative Katherine Tai

•   SCMP: Are Indonesia, Japan’s joint South China Sea drills a sign of Jakarta’s pivot away from Beijing?

•   SCMP: UN panel warns that ‘well-known global brands’ may be linked to Xinjiang human rights abuses

•   SCMP: China’s SWIFT joint venture ‘defensive move’ against US refuted by former bank executive

•   SCMP: Will India’s Covishield export halt amid coronavirus surge hurt its vaccine diplomacy?

•   SCMP: China debt defaults prompt authorities to tighten oversight of credit rating agencies

•   SCMP: Suez Canal blockage: China to see minor raw material disruptions, but accident further exposes ‘risks’ of global supply chains

•   SCMP: China population: plan to lift retirement age stokes workers’ anxiety as demographic crisis looms

•   Nikkei Asia: Renesas expects bigger damage from fire at its chip factory

•   Nikkei Asia: Japan and EU to ally on aid for Asia decarbonization

•   Nikkei Asia: Komatsu to grow forestry machine sales in North America and ASEAN

•   Nikkei Asia: Biden and Suga to note Taiwan Strait in April joint statement

•   Nikkei Asia: Pandemic Olympics: Tokyo searches for meaning in isolated games

•   Nikkei Asia: Daniel Yergin: China has strategic calculation on zero emissions

•   Japan Times: Monetary easing strengthened through policy adjustment, BOJ summary says

•   Economic Times: China's coal generation rises, India sees a decline: Study

•   Economic Times: India, US agree to revamp strategic energy partnership

•   Mint: Resetting supply chain strategies

•   Hindustan Times: India calls big economies’ pressure tactics to gain market access unfair

•   매경(P1): "우린 못올리게 해놓고, 자기들만" 의원들 내로남불에 시민들 분통

•   매경: "부동산 분노 이 정도였나" 놀란 靑, 김상조 보도 하루만에 경질

•   매경(P1): 땅 1년내 팔면 '징벌적' 양도세 70%

※   기재부: 「부동산 투기근절 및 재발방지대책」 발표

•   매경: 투기꾼 잡겠다고 또 세금인상…애꿎은 국민마저 양도세 늘어

•   매경: 부동산투기 적발 공직자, 부당이득 최대 5배 환수

•   매경(P1): SK(주) 주주친화정책, 시총 4년후 140조로

•   매경(P1): [단독] 6주만에…삼성 오스틴공장 정상가동

•   매경: 네이버, 개발자 900명 뽑는다…IT 구인난에 역대 최대 채용

•   매경: "21% 손실에도 원금보장" 뉴딜펀드 떴다…곳곳 첫날 완판

•   매경: ESG에도 뭉칫돈…올해 민간기업 채권 발행 28배 폭증

•   매경: [단독] 한국 백신여권은 커녕…내년 '여권대란' 온다

•   매경: 영덕 천지원전 결국 백지화…"피해액 3.7조"

•   매경: '수출 투톱' 반도체·자동차, 부품대란 암초 만났다

•   매경: GS, ESG경영 본격화…조직체질 확 바꾼다

•   매경: 포스코케미칼 배터리소재 존재감 '쑥쑥'

•   매경: "테슬라 롤러코스터 신경끌래" 배당주 올라탄 서학개미들 콧노래

•   매경: "반쪽짜리 차등의결권 도입땐 유니콘상장 또 뺏겨"

•   매경: "지구기온 급격히 올라…전세계가 탄소중립 힘 합쳐야"

•   한경(P1): 車반도체 공급 부족 현대차마저 덮쳤다

•   한경: 아이오닉5 4만대 넘게 팔렸는데 어쩌나…현대차 '초비상'

•   한경(P1): 한화, 美 플라잉카업체 지분 100% 인수 추진

•   한경: 그린수소·태양광·항공우주…공격 M&A로 보폭 넓히는 '젊은 한화'

•   한경: 한화 UAM, 최대속도 시속 320㎞…용인~서울 15분 주파

•   한경: "365조 에어택시 시장 선점"…한화 김동관의 '통 큰 베팅'

•   한경: 시멘트 재고 달랑 사흘치…중소 공사현장 멈추나

•   한경: 은성수 "中企 신용 나빠져도 금리 올리지마라"…은행 "대출원칙 훼손"

•   한경: ESG기업 금리인하…'착한경영' 우대하는 은행들

•   한경: KDI 출신 원로들 "홍장표 원장 임명 반대"

•   한경: 현대건설기계 中서 2200대 수주

•   한경: 갤럭시S21, 국내 판매량 57일 만에 100만대 돌파

•   한경: "공장 100% 풀가동…내년 6월까지 반도체 주문 꽉 찼어요"

•   한경: [단독] SK바이오사이언스, 연매출 1000억 포기…결단 내렸다

•   한경: 두산 3총사 '구조조정 랠리' 어디까지

•   한경: '빚투'의 그늘…증권사 연체율 급등

•   한경: 월가 뒤집어놓은 21조 블록딜…배후에 한국계 '큰손' 있었다

•   한경: 2분기 입주 9년 만에 가장 적다…서울은 6069가구로 '반토막'

•   서경(P1): 물가 정책 선거후로···인플레 부메랑 되나

•   서경: 유가 치솟는데 버스요금 등 억눌러···'공기업 적자' 혈세로 메울판

•   서경(P1): 최태원 "이익공유제 법제화엔 많은 고민 필요"

•   서경: 최태원 "美中 분쟁 안고 살아야...경영 환경 쉽지 않아"

•   서경: 얀센 백신 1차 관문 넘었지만···국내 백신 공급은 ‘빨간불’

•   서경: 코로나에 비대면 거래 확산···간편결제 이용액 하루 4,500억

•   서경: 유럽 시동·日 액셀·中 확장···'삼각 파고' 앞에 놓인 K배터리

•   서경: '매그나칩' 中에 매각 파장은···'OLED 칩' 핵심 기술 넘어갈 우려 커

•   조선(P1): 서울 아파트 전셋값 6억 돌파...임대차법 7개월만에 1억 올라

•   조선비즈: SK그룹, 올해 공정위 심판정에 3번 불려가나…SK실트론 사건처리에 시선집중

•   IT조선: [단독] 테슬라, 초고속 충전 어댑터 韓 인증 돌입

•   중앙(P1): 9급 말단 공무원까지 재산등록…100만명 날벼락

•   중앙(P1): 백신 가뭄 현실화…3월말 AZ 백신, 4월 셋째주로 연기

•   중앙: 경실련 “SH, 지난 10년간 땅장사로 5.5조 이득 챙겼다”

•   중앙: 한국, 누리호 발사 성공해도 위성 독자발사 사실상 불가

•   동아(P1): 중국發 황사 한반도 공습… 부산 대기질 한때 세계 최악

•   동아: 롯데도 상반기 수시채용 전환… 5대그룹중 삼성만 공채 유지

•   동아: “재난지원은 국가의 의무… 선거 득실 따지는 정치권에 분통”

•   동아: 자영업자 “당장 생계 급한데 후세 부담 얘기하나”

•   동아: [단독]SK “ITC결정 확정땐 美 떠날것”… LG “지재권 존중은 경영 기본”

•   동아: 강남구 “종부세 기준 9억→12억 상향” 건의

•   문화(P1): 與 쏟아내는 투기방지책… 대부분 과잉입법에 위헌논란

•   문화: 전문가들 “北 2주간 ‘4大 도발’ 순차 감행할 듯”

•   문화: 2017년 고리1호기 영구정지로 ‘탈원전’ 시동… 전력수급 우려 끊이지않는데도 ‘일방적 강행’

•   문화: CES 참가기업 82.5% “최고의 혁신국가는 美”

※   전경련: CES2021 韓참가기업 대상 혁신환경 조사

•   한국(P1): 정부, '공공재개발 물량공세' 2만 가구 추가… "공공 신뢰 회복이 관건"

•   한국(P1): 국정원 "北 미사일은 KN23 개량형... 탄두 탑재 능력 증대"

•   한국: [단독] 풍력 인허가 통합기구 ‘원스톱샷’ 다음 달 출범... 산업부-환경부 기싸움에 반쪽 위기

•   한겨레(P1): ‘벼랑 끝’ 자영업자들…“매출 반토막에 빚 5132만원 늘어”

•   한겨레: 한국 에너지전환 ‘최하위권’…화석연료 늘고 재생에너지는 ‘찔끔’

•   머니투데이: "기업 목소리 적극 반영할 것"...국회 '한국형 ESG' 초당적 논의 시작

•   머니투데이: 바이든 이번엔 2배 큰 '인프라 부양책'…증시 영향은?

•   머니투데이: 부동산에 가려진 '경제공약'…박영선vs오세훈 비교해보니

•   머니투데이: 바이든 '3조 달러' 인프라 투자...들뜬 韓 건설기계

•   더벨: 두산중공업 CP, 유동화 시장서 소화

•   더벨: [이사회 모니터/㈜두산]정석만 지킨 이사회, ESG 열풍엔 무풍지대

•   더벨: [이사회 모니터/㈜두산]오너십 강한 두산, '대표이사=의장' 분리할까

•   더벨: DL이앤씨·계룡건설, 네팔 수력발전 SPC 지분 정리 추진

•   헤럴드경제(P1): 낙하산·비효율·도덕적해이...공기업 ‘대개혁 수술대’ 올려야

•   헤럴드경제: 신재생에너지 발전수익 공유모델 뜬다

•   헤럴드경제: 동학개미 ‘4대 그룹주’ 30조 쓸어 담았다

•   파이낸셜뉴스(P1): 믿을것은 현금뿐… 대기업 작년 33兆 더 쌓았다

•   파이낸셜뉴스: 100조 파운드리시장 혈투 돌입… K-반도체 '호황 속 위기' [격동의 반도체시장]

•   파이낸셜뉴스: 쌍용차 "HAAH, 31일 인수여부 밝힌다"

•   파이낸셜뉴스: 포스코건설, 해수담수화 사업 속도낸다

•   아시아경제(P1): [단독]서민 대출 옥죌 때…금융公기업은 초저금리 ‘영끌’

•   아시아경제: 금융공기업, LTV 규제도 적용 안받아…"특혜대출 여지 다분"

•   아시아경제: 10대그룹 이자비용 양극화‥SK·LG늘고 포스코·삼성 줄고

•   아시아경제: 재량지출 비중 6년 만에 최대…예산 경직성 오히려 커진다

•   이데일리(P1): 韓 조선史 새로 쓴 K-조선..3개월 만에 13兆 수주

•   이데일리: 올해 대형선 수주 독식한 ‘K-조선’…맞춤설계·친환경 기술 통했다

•   이데일리: 韓 조선사, 미래 선박으로 글로벌 1위 수성 굳힌다

•   이데일리: 반환점 돈 현대重-대우조선 결합 심사, 이르면 상반기 초대형 조선사 탄생

•   이데일리: ‘스웨덴으로 칠레로’…발전공기업, 해외 재생에너지시장 공략 속도

•   연합: 오늘 400명 안팎 예상…지역감염 확산에 변이 바이러스까지 비상

•   연합: 한국전력 사장 공모에 1명만 지원…재모집한다

•   뉴시스: 한울원전 1·2호기 1주일째 가동 중단…하루 31억여 원 손실

•   뉴시스: 월성 원전 의혹 공무원, 보석 심리 열려…구속 여부 결정

•   뉴스핌: 환경단체, 삼척석탄화력발전소 건설 중단 촉구

•   이투데이: 두산 위기에도…밥캣ㆍ퓨얼셀 연구개발비는 증가

•   아주경제: ​“두산밥캣, 美 인프라 투자 직접 수혜 기대" [대신증권]

•   더구루: [단독] 현대차, 브라질 공장 '3차' 셧다운…"변이 바이러스 탓"

•   더구루: [단독] 'SK이노베이션 지지' 美 보수, 바이든 대통령에 서한

•   더구루: 산업은행, '두산重 수주' 사우디 담수화 플랜트 자금 지원

•   더구루: 두산-에이커솔루션, 英 저탄소 녹색산업 수주 공동전선 구축

•   머니S: 수소·풍력·연료전지… '그린경영' 뛰어든 박지원 회장

•   아시아타임즈: [단독] 경기도 75세 이상, 4월에는 코로나 백신 못 맞는다

•   에너지경제: "RPS 비율 상한 높아졌어도 올해 상향은 사실상 어렵다"

•   에너지경제: 10년 간 LNG 소비 LPG 대비 6배 늘었다

•   Equipment Journal: Caterpillar introduces its first next gen forestry machine

•   For Construction Pros: First Infrastructure Bill to Address Roads, Second Social Issues

•   For Construction Pros: Bobcat Log Grapple From: Bobcat Co.

•   대한경제: [재계 사내 스타트업 육성 열풍] AI 화장품·웨어러블 360도 카메라… 기발한 사업성에 대박

•   대한경제: 1분기 기업공개, 시초가 대비 울고 공모가 대비 웃었다

•   OilPrice.com: Oil Markets Already Priced In An OPEC+ Output Cut Extension

•   OilPrice.com: Colombia Is Preparing For A Fracking Boom

•   OilPrice.com: Can Silicon Valley Beat China In Clean Energy Tech?

•   MIT News: Powering the energy transition with better storage

•   전자신문(P1): '용인 반도체 클러스터' 4분기 착공…2025년 반도체 혁신 거점 본격 가동

•   전자신문: 삼성, 글로벌 판매 프리미엄 TV에 '디지털 집사' 기능 탑재

•   전자신문: "韓 차량용 반도체, 車 생산 역량 따라 규모 키워야"

•   전자신문: 현대오일뱅크, 물류센터에 태양광발전소 짓고 전기·수소 충전시설…'블루클린' 확대

•   DIGITIMES: Taiwan PCB makers to enjoy strong 1H21

•   Robotics Tomorrow: Boston Dynamics Unveils New Robot for Warehouse Automation

•   Robot Report: UR develops cobot interface for Siemens engineering platform

•   Robot Report: Inside Boston Dynamics’ robotics facility

•   로봇신문: 소형 드론들간 협력으로 무거운 짐 배송하는 기술 개발

[Opinions]

•   Project Syndicate(Michel Fredeau, Jules Kortenhorst): The New Measure of Corporate Success

•   Project Syndicate(Anders Fogh Rasmussen): Building a Democratic High-Tech Alliance

•   Project Syndicate(Willem H. Buiter): Is Bitcoin Good for Business?

•   Project Syndicate(Andrés Velasco, Frank Muci): Brazilian Debt Jitters

•   FT(Editorial Board): How to deal with a problem like Karlsruhe

•   FT(Editorial Board): Leasehold contracts have had their day

•   FT(Gideon Rachman): A second cold war is tracking the first

•   FT(Robin Wigglesworth): Archegos poses hard questions for Wall Street

•   FT(Paschal Donohoe): To compare the EU and US pandemic packages misses the point

•   FT(Andrew Parlin): It’s time to abandon autopilot monetary policy

•   FT(Lex): Archegos/prime brokers: leverage induces altitude sickness at market peaks

•   WSJ(Carl Levin, Richard A. Arenberg): Progressives Would Miss the Filibuster

•   NYT(Jeremy Samuel Faust, Angela L. Rasmussen): We Can’t End the Pandemic Without Vaccinating Kids

•   WP(Editorial Board): Long-haul covid-19 is a big mystery of the pandemic. Scientists must solve it.

•   WP(Henry Olsen): Joe Biden hasn’t lifted Trump’s tariffs on China. Good.

•   WP(Jennifer Rubin): Biden outfoxes the GOP in first 60 days

•   WP(Greg Sargent): Biden’s next big move could blow up one of the silliest myths in D.C.

•   Bloomberg(Mohamed A. El-Erian): Faster Inflation Is Coming. How Bad Will It Be?

•   Bloomberg(Conor Sen): Inflation This Year Will Help Tame It in 2022

•   Bloomberg(Tyler Cowen): What Does the World Need? More Humans

•   Bloomberg(Noah Smith): It's Not Infrastructure; It's Reimagining the U.S. Economy

•   Bloomberg(Brian Chappatta): Rising Mortgage Rates Are Starting to Become a Problem

•   Bloomberg(John Authers): Bull Market Interrupted Is a Bearish Script for Stocks

•   Bloomberg(Shuli Ren): The Banks at the Wrong End of the Tiger Cub’s Paws

•   Bloomberg(Liam Denning): Buying Teslas With Bitcoin Sort of Defeats the Purpose of Teslas

•   Bloomberg(John Bolton): Suez Crisis Will Become Unstuck. The Real Security Crisis Will Remain.

•   Bloomberg(Timothy L. O'Brien): Archegos Meltdown Is Another Groundhog Day on Wall Street

•   Bloomberg(Andreas Kluth): Europe Has a Better Lever Against China Than Sanctions

•   Bloomberg(Bobby Ghosh): There’s Less to the China-Iran Deal Than Meets the Eye

•   Bloomberg(Stuart Trow): Helping People Buy Homes Won’t Fix the U.K.’s Housing Crisis

•   CNN(Jake Auchincloss): The US needs a Marshall Plan for global vaccinations

•   Fox News(Ron Johnson): Biden's border crisis – here are tragedies I saw during tour of Texas migrant facilities

•   매경(조동철): 연준은 금리 상승이 싫지 않다

•   매경(장박원): 인텔의 다운그레이드 전략

•   파이낸셜뉴스(구본영): 녹색거품 키우는 에너지 정책

•   헤럴드경제(김동호): 탄소중립을 위한 나노기술