Business Intelligence Monitor 210407

(Introduction)

[Markets]

•   Global: Wall Street pulls back, Treasury yields inch lower as eyes turn to Fed, earnings

•   한국: 코스피, 외인 '사자'에 나흘째 올라…3,120대 마감

•   한국: 코스피 4% 오를동안 K뉴딜지수 뒷걸음질

•   한국: [특징주] 레인보우로보틱스, 전 세계 최초 협동로봇 美 NSF 인증 획득 소식에 상승세

•   한국: 두산그룹주 하락 우세, 두산인프라코어 3%대 두산퓨얼셀 2%대 내려

•   Metals: Copper rallies after top producer Chile shuts border

•   Iron ore: Iron ore price back above $170 as China steel hits record

•   Grains: Soybeans rise on tight near-term supply; corn, wheat steady

[Indicators]

•   US Feb. Job openings: U.S. Job Openings Hit Two-Year High, Signaling More Hiring Ahead

•   China Mar. Services PMI(Caixin): China's services sector recovery accelerates in March

•   Japan Feb. Household spending: Japan's Feb. household spending drops 6.6%, down for 3rd month

•   India FY2021 Domestic passenger traffic : Domestic passenger traffic slips to 10-year low in pandemic-hit FY21

•   Russia Mar. CPI: Russia Inflation Hits Four-Year High, Fueling Rate-Hike Pressure

[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: IMF Lifts Global Growth Forecast for 2021 to 6%

※   IMF: World Economic Outlook, April 2021

•   WSJ: Biden to Say All U.S. Adults Should Be Eligible for Covid-19 Vaccine by April 19

•   WSJ: Moderna Covid-19 Vaccine Production Pace to Increase at Contract Manufacturer Catalent

•   WSJ: Covid-19 Vaccine Developed by U.S. Army Begins Human Testing

•   WSJ: Biden’s Infrastructure Plan Faces New Challenge in Senate Rules

•   WSJ: With Recent Covid-19 Wave Under Control, Chinese Consumers Spend on Travel

•   WSJ: Central Banks Retreat From U.S. Dollar

•   WSJ: Credit Suisse Takes $4.7 Billion Hit on Archegos Meltdown

•   WSJ: Credit Suisse’s Turnaround Is Just Beginning

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

•   WSJ: White-Hot Stock Rally Masks Mammoth Value Swings

•   WSJ: Texas Storm Is Windfall for Some Wall Street Firms

•   WSJ: Amazon Is the Target of Small-Business Antitrust Campaign

•   WSJ: Aramco Weighs Minority Sale of Pipeline Assets to Group for More Than $10 Billion

•   WSJ: BP Signals Recovery for Oil Industry in Wake of Pandemic

•   WSJ: Self-Driving Cars Could Save Many Lives. But Mental Roadblocks Stand in the Way.

•   NYT: Democrats Win Crucial Tool to Enact Biden’s Plans, Including Infrastructure

•   NYT: U.S. Bet on Covid Vaccine Manufacturer Even as Problems Mounted

•   NYT: As Variants Have Spread, Progress Against the Virus in U.S. Has Stalled

•   NYT: As China Targets H&M and Nike, Local Brands See Their Chance

•   WP: Iran nuclear deal: Tehran envoy says talks begin on 'right track' in Vienna

•   WP: The Trump White House provided reporters with a gusher of leaks. With Biden, everything’s changed.

•   WP: With reluctance, Israel’s president tasks Netanyahu with forming a new government

•   FT: Global corporate tax deal edges closer after US backs minimum rate

•   FT: Oxford pauses AstraZeneca vaccine study on children

•   FT: Italian and French banks revive ‘doom loop’ fears with bond buying

•   FT: Alexei Navalny ‘seriously ill’ in prison, lawyer says

•   FT: Ukraine pressures Nato to speed path to membership

•   FT: Labour seeks to turn up the heat on Sunak over Greensill

•   FT: Johnson on back foot as business questions Covid passport plan

•   FT: Salmond pushes ‘supermajority’ strategy in Scottish elections

•   FT: Brexit ignites the debate about a united Ireland

•   FT: Weary Peruvians to choose yet another president amid crises and Covid

•   FT: Goldman Sachs bought £75m of Deliveroo shares to prop up IPO price

•   FT: Investors scoop up huge returns from companies’ crisis-era bonds

•   FT: ‘The rich shouldn’t feel like the enemy’: Is New York turning on the wealthy?

•   Bloomberg: Automakers Want Aid Set Aside for Car-Grade U.S. Chip Production

•   Bloomberg: White House Rejects U.S. Vaccine Passports, Skirting Uproar

•   Bloomberg: Joe Biden, Touting Fed Independence, Says He Has Yet to Speak With Jerome Powell

•   Bloomberg: U.S. Jobs Come Roaring Back, Surprising Employers and Economists

•   Bloomberg: Day of 4 Million Vaccines Signals Sharp Turnaround for U.S.

•   Bloomberg: Congress Bourbon Caucus Asks U.S. to Get EU Spirit Duties Ended

•   Bloomberg: Biden Tax Plan Seen Hitting Tech, Pharmaceutical Companies

•   Bloomberg: White House to Have States Compete for 10 Biggest Bridge Fixes

•   Bloomberg: The Fed Is Making Wall Street Forecasters Pay Attention to Black Unemployment

•   Bloomberg: ECB’s Wunsch Predicts Healthy Rebound But Bumpy Crisis Exit

•   Bloomberg: EU Sees Near Virus Immunity by End-June Amid Astra Doubts

•   Bloomberg: India’s Monetary Policy Seen Easy on Virus: Decision Guide

•   Bloomberg: Qatari Royal Among Investors in Credit Suisse’s Greensill Funds

•   Bloomberg: Investor Expectations in Europe’s Recovery Reach Record: Chart

•   Bloomberg: Roubini Warns U.S. Yields Above 2% Will Bite Amid Excess Risk

•   Bloomberg: Yellen Backs Aligning U.S. Portfolios With Climate Goals

•   Bloomberg: Aramco’s New Disclosures Still Exclude Vast Majority of its Emissions

•   Bloomberg: John Kerry To Push India on Net Zero Target Ahead of Global Meet

•   Bloomberg: Texas Grid Problem Exacerbated Power Failures During Blackout

•   Bloomberg: EPA Chief Vows Tougher Tailpipe Rules by July, Unwinding Trump’s

•   Bloomberg: Porsche Seeks Closer Ties With Battery Specialists for Tech Edge

•   Bloomberg: GM Enters EV-Pickup Battle With Silverado at Detroit Plant

•   Reuters: Brazil's COVID-19 death surge set to pass the worst of record U.S. wave

•   Reuters: India Struggles to Track Coronavirus Mutations Amid Record Infections

•   Reuters: China Asks Banks to Curtail Credit for Rest of Year

•   Reuters: U.S. lawmakers urge USTR Tai to seek removal of UK, EU whiskey tariffs

•   Reuters: Exclusive: EU denies blocking 3.1 million AstraZeneca shots to Australia

•   Reuters: Indian capital imposes night curfew ahead of 'critical' four weeks in COVID-19 fight

•   Reuters: Brazil 'back to business' in 2-3 months as vaccinations accelerate, economy minister says

•   Reuters: Japan to review release of contaminated nuclear power plant water into ocean: FNN

•   Reuters: Rebound in Iranian exports unlikely to shock oil markets: Goldman Sachs

•   Reuters: China’s Epic Battle With Capital Flows Is More Intense Than Ever

•   CNN: Infrastructure plan: How Biden's zero-carbon revolution would broaden the energy map

•   CNBC: For the second time, China has ‘fared well’ in a major crisis: IMF

※   IMF: Global Financial Stability Report, April 2021

•   CNBC: 2022 Beijing Olympics: U.S. considering joining boycott, state department says

•   CNBC: China leaps into central bank digital currency; the U.S. moves slowly

•   CNBC: Iran and oil prices: Experts don’t expect breakthrough in Vienna nuclear talks

•   CNBC: Morgan Stanley’s Wilson on investing for the Covid economic recovery

•   CNBC: California to lift most Covid restrictions June 15, keep mask mandate

•   MarketWatch: ‘Investors are still misunderstanding the Fed,’ says this chief investment strategist

•   SCMP: India-Russia defence ties deepen even as Moscow hails ‘highest’ level of Beijing relations

•   SCMP: South China Sea: Beijing accuses Philippines of ‘hype’ over Chinese fleet at Whitsun Reef

•   SCMP: China turns to US coal to fill void created by Australia import ban, offers trade deal boost

•   Nikkei Asia: Sony puts its tech to the test with step into self-drive EVs

•   Nikkei Asia: Japan eyes F-35 deployment in south for Senkaku defense

•   Nikkei Asia: Japan sends first-ever aid to Indian islands at mouth of Malacca

•   Nikkei Asia: Takeda halts development of COVID-19 plasma therapy

•   Nikkei Asia: Toshiba receives offer from CVC to go private in $20bn deal

•   Japan Times: Renesas plans chip output in Ehime after fire at main plant

•   Economic Times: Nomura still positive on medium-term India growth story: Aurodeep Nandi

•   Mint: COVID-19 vaccination for all not possible right now. Centre explains why

•   Business Standard: With rise in Covid-19 cases, India likely to reduce vaccines export: Gavi

•   매경(P1): '한번도 경험하지 못한' 나랏빚 1985조…GDP 첫 추월

※   기재부: 2020회계연도 국가결산 등 국무회의 심의의결

•   매경: 작년 나라살림 112조 적자인데…가덕도·수당확대 줄줄이 대기

•   매경: 하냐 안하냐'가 기준…녹색펀드 3조 몰렸다

•   매경: SK·포스코·한화 등 '脫탄소 동맹'

•   매경: 굴뚝기업도 수소·AI 접목해 '탈탄소'

•   매경: 선거내내 쩔쩔 맨 與, 부동산정책 방향 틀듯

•   매경: 가덕도 초고속철 재난위로금…선거후 날아들 청구서 어쩌나

•   매경: 응달에 태양광 설치…200억 사업 방치한 한수원

•   매경: 車반도체 대란속 SK하이닉스, 보쉬와 공급 협상

•   매경: 車 반도체 대란 직격탄…부품사 2곳중 1곳 감산

•   매경: AI로 특허 5만건 4시간만에 분석…LG이노텍, 미래기술 선점 나선다

•   매경: "올해는 파리기후협약 시행 원년, ESG 소홀땐 주주·고객 다 잃어"

•   매경: 회사채 신용등급 줄상향…투자자·기업 '함박웃음'

•   매경: "인력 충원해 공시가 보완할것"

•   매경: '혈전'이 뭐길래…왜 코로나 백신과 얽혀 공포가 되었나

•   매경: 올 상반기 1150만명 백신 맞는데…머리 아프고 근육통 생기면 대처방법

•   매경: [과학] 정보저장 10배 더안정적, 차세대 반도체소재 규명

•   매경: [단독] 美텍사스 한파에 NXP반도체 '클린룸' 손상

•   한경(P1): 서울시장 누가 되든 '35층 규제' 풀린다…재건축 '들썩'

•   한경(P1): [단독] 선거 직후…국민연금 'K주식 매도중단' 재추진

•   한경: 선거 앞두고…국민연금 앞세워 '동학개미 환심 사기' 논란

•   한경(P1): [단독] 월가 "美 경제, 내년까지 최고 호황 누릴 것"

•   한경: [단독] "美 코로나 재정투입, 금융위기 때의 4배…올 경제 폭발 성장할 것"

•   한경: [단독] Fed 긴축 언제?…"올 3분기" vs "당분간 어렵다"

•   한경: 서울 정비사업 10년 만에 정상화 기대…강남 50층 재건축 탄력받나

•   한경: 與 "무주택 대출규제 완화 6월이후 검토"

•   한경: 3년前 이낙연 지시로 조사…5월 삼성 제재 앞두고 '군기 잡기'?

•   한경: "밥 한끼도 간섭하냐"…대기업 MZ세대 직원들 '부글부글'

•   한경: 5대 급식업체 인력만 4.8만명…"누가 中企로 옮기겠나" 아우성

•   한경: 세계 투자銀 "한국 올해 3.8% 성장"

•   한경: 한국은행 뉴스심리지수로는 '봄기운' 가득한데…

•   한경: 압구정현대 80억…초대형도 3.3㎡ 1억 시대

•   한경: 7월 7일부터 최고금리 年20%로 인하…"저축銀은 기존 대출에도 소급 적용"

•   서경(P1): [단독] '脫석탄 전력난' 닥칠라···노후 화력발전 지원금 준다

•   서경: 과속 탄소중립 뒷수습 바쁜 산업부···'비상대기용 火電' 고육책

•   서경(P1): '6개월 탄력근로제' 첫발 뗐지만 현장선 "체감 못해"

•   서경: 근로자 대표제 놓고 노사 ‘동상이몽’···7월 시행 50인 이하 사업장이 문제

•   서경(P1): '선착순' 전기차 보조금에···애꿎은 소비자만 속앓이

•   서경: "정책은 내편 아닌 국민가치를 대변···공무원, 영혼·기백 가져야"

•   서경: 日 '손타쿠' 관료문화, 韓에 전염되나

•   서경: 관가 패싱 후폭풍···원전사고 혼란만 키운 日민주당

•   서경: '상장 실탄' 쏘는 쿠팡 "경남에도 물류센터"

•   서경: 코로나發 기업 양극화 가속... 코스닥 7% '상폐주의보'

•   서경: ESG 바람 타고···사회책임투자(SRI)채권 100조 돌파

•   서경: "GVC 재편 나선 美··· 한국도 동참해야""

•   조선: 아스트라 접종 비상, 2분기 대상자만 770만명

•   조선: 이 와중에… 정부 “국내 생산 아스트라, 수출제한 검토”

•   조선: 靑, 상의·경총·중기중앙회 릴레이 면담… 전경련은 또 패싱

•   조선: 반도체 대란에 ‘글로벌 수퍼甲’이 된 대만

•   조선: 1분기 총수 주식재산… 조석래 3000억 늘고 이재용 6000억 증발

•   조선: 1083개 상장사 배당금 43조, 1년 전보다 37% 더 줬다

•   조선: “2분기 증시 오를 것”… 시기는 초반이냐 후반이냐 엇갈려

•   조선: [단독] 산·농지 태양광 97% 통과시킨 ‘마구잡이 환경평가’

•   조선비즈: 정부 "상반기까지 백신 1471만5000회분 도입…국민 1200만명 접종 가능"

•   조선비즈: [단독] 10년간 재산등록한 공직자 130만명 중 수사는 4명뿐‥땅투기 공무원 못잡을 듯

•   조선비즈: 집값은 철도를 타고… 1분기 많이 오른 지역 공통분모는 'GTX'

•   조선비즈: 선거 앞두고 나온 ‘초초저금리’ 대출…금융위는 “처음 듣는 이야기”

•   조선비즈: 운임 강세에 노후선박도 풀가동… 고철값 올라도 선박 해체 오히려 감소

•   조선비즈: 삼성디스플레이, 폴더블폰 대중화 ‘지원사격’…국내 협력사 지분 확대

•   IT조선: [단독] LG 야심작 QNED TV, 반도체 품귀로 출시 연기

•   중앙: 교외 주택이 세계 집값상승 주도, 도심 강세 한국과 달랐다

•   중앙: 구광모 ‘선택과 집중’ 3년…정리한 사업 9개, 신사업 9개

•   중앙: [단독]백화점은 벌써 'with코로나 시대'…매출 24% 폭증했다

•   동아(P1): 北 “도쿄올림픽 불참” 선언…정부 ‘남북대화 계획’ 차질

•   동아(P1): [단독]‘총, 균, 쇠’ 저자 “5000만명 한국, 여성 차별 2500만명만 사는 나라 같아”

•   동아: [단독]“한국이 마주한 3대 문제, 북한-한일관계-남녀 불평등”

•   동아: 한국 조선, 1분기 세계선박 절반 넘게 수주… 中과 격차 더 벌려

•   문화: “수주액 증가·재정 조기집행… 2분기엔 건설시장 회복”

•   국민: 우리금융, 글로벌 기후변화 리스크 전략 반영… 석탄발전소 신규대출 약정도 중단

•   서울: 대법 “두산건설 하도급 현장 사망사고 총괄 원청도 안전 책임… 벌금 700만원”

•   머니투데이(P1): 현대오일뱅크 '탈정유' 선언..세계1위 수소기업 손 잡았다

•   머니투데이(P1): 금감원, 원금 전액반환 결정…일반투자자 3078억원 받나

•   머니투데이: 삼성전자 20조 배당금 풀린다...외국인 송금에 환율 뛴다고?

•   더벨: 두산, 5G 부품사 센서뷰에 투자한 배경은

•   헤럴드경제(P1): [단독] LG-태광, 6000억원 규모 석유화학 합작공장 세운다

•   헤럴드경제(P1): 稅폭탄 분노 ‘터질게 터졌다’…사면초가 빠진 부동산 정책

•   헤럴드경제: 증시활황 타고 10대 27만명, 쌈짓돈 털어 ‘주식 열공’ 나섰다

•   헤럴드경제: [르포]"LG폰 AS 돼요" 판매점 진땀…5G 최신폰도 거의 공짜

•   파이낸셜뉴스(P1): 장외주 상장의 배신.. 12개중 11개 ‘손실’

•   파이낸셜뉴스: 옐런 "법인세율 하한 설정하자"… 기재부 "국내 인상 없을 것"

•   파이낸셜뉴스: 공시가·세금 급등에 "6월前 팔자"… 한달새 매물 10% 늘었다

•   파이낸셜뉴스: "서초 아파트 12억? 단지 전세만 11억"

•   파이낸셜뉴스: 롤러블TV 폭풍성장 예고… "LG 수혜 기대"

•   파이낸셜뉴스: 中企 10곳 중 8곳 “작년보다 자금사정 악화”

•   파이낸셜뉴스: 서울시 태양광 보급 목표치 절반 '뚝'… 저무는 '태양의 도시'

•   아시아경제(P1): [해외자원 헐값매각]칠레 구리광산, 투자원금 반값 처분

•   아시아경제: [해외자원 헐값매각]광물값 뛰는데 손 떼는 韓…글로벌 자원전쟁 '역주행'

•   디지털타임스(P1): 車 반도체 공급난 현대차 휴업 검토

•   디지털타임스(P1): 서울 대형아파트 평균 매매價 22억 돌파

•   디지털타임스: 내달 `에너지 차관` 신설한다

•   이데일리(P1): 쿠팡 총수없는 대기업집단 지정 논란…美국적 김범석 동일인 지정 피해

•   이데일리: HMM 몸값 껑충..산은, 지분 매각 저울질하나

•   이데일리: "5G폰 덕"…삼성전기·LG이노텍, 1분기 실적 기대감 'UP'

•   이데일리: ‘백신 기근’에 러시아 백신 재부상…“효능은 양호, 국민 정서 관건”

•   이데일리: 한화 '위성 주유소' 띄우고, LIG '한국형 GPS' 개발…우주 가는 韓기업

•   이데일리: 코로나發 신용등급 충격 끝?…올해 신평사 등급상향 `러시`

•   이데일리: 집값 상승 둔화에도 청약 과열… 2분기 15만가구 ‘단비’

•   연합: 오늘 600명대 중후반…'4차 유행' 기로속 모레 거리두기 조정

•   연합: '한국 수출 1호' UAE 원전 1호기 상업운전 개시

•   연합: 한울원전 1·2호기 해양생물 유입에 또 발전정지

•   연합: "주식 열풍 이 정도?"…상장사 '동학개미' 1년 새 80% 늘었다

•   뉴시스: "음성에 수소연료전지 발전소 들어선다"…1조5천억 투입

•   뉴스핌: 한수원, 국내 최대규모 해상 태양광발전 모형실험 성공

•   뉴스1: 무역협회 "아프리카, 기후변화 대응 노력…진출 가능성 풍부"

•   뉴스토마토: "최고의 전기차 배터리 기술은 불 났을 때 셀이 죽는 배터리"

•   비즈니스포스트: [Who Is ?] 박성철 두산밥캣 대표이사 사장

•   글로벌이코노믹: 건설현장에 ‘산재(産災)’ 사라진다... 무인·자동화 기술이 효자

•   강원일보: 7년째 운영 중단 '두산그룹 춘천연수원' 해법 찾나

•   에너지경제: 성윤모 장관, 유엔기후변화협약 총회 의장 면담…탄소중립 정책 논의

•   에너지경제: 새만금 수상태양광 사업 착공, 송변전설비업자 선정 못해 차질 불가피

•   에너지데일리: “재생에너지 공급·소비 연계 ‘그린에너지 통합 시스템’ 지향해야”

•   에너지데일리: “탄소중립 전환 따른 갈등 최소화하기 위한 정책 비전 필요하다”

•   에너지데일리: “작년 이상기후에도 태양광 발전 시간 오히려 늘어났다”

•   For Construction Pros: John Deere Launches SmartGrade Grade Control for Excavators

•   대한경제: 막바지 절세매물 쏟아져도…거래는 ‘썰렁’

•   OilPrice.com: Should U.S. Oil Drillers Be Worried About Carbon Taxes?

•   OilPrice.com: Iraq Moves To Exploit Its Massive Natural Gas Reserves

•   OilPrice.com: The U.S. Is Losing The Energy Tech War Against China

•   전자신문(P1): 삼성 칩셋으로 '국산 5G 전용 모듈' 만든다

•   전자신문: [뉴스해설]국산 5G 모듈 개발, 의미와 과제는

•   전자신문: '中企도 ESG 필수...중기부, ESG 종합대책 내놓는다

•   전자신문: [산업리포트]'제2의 테슬라' 노리는 전기차 스타트업들

•   전자신문: SK이노 "분리막 특허 소송 승리"…LG엔솔 "억지 주장" 신경전

•   DIGITIMES: PCB equipment makers bolstered by capacity expansions at clients

•   DIGITIMES: Foundries likely to raise quotes again

•   DIGITIMES: SMIC posts 2-fold jump in 2020 net profit

•   DIGITIMES: PCB makers seeking CCL supply from more sources

•   DIGITIMES: Global semiconductor sales rise in year in February

•   Robotics Tomorrow: Protecting Robotics Innovations: Five Tips From Your Favorite Robots

•   로봇신문: 中 지난해 식당 서빙 로봇 시장 2000억원 육박

[Opinions]

•   Project Syndicate(John Andrews): John Andrews Says More…

•   Project Syndicate(Brahma Chellaney): Global Terror and the Taliban’s Return

•   Project Syndicate(Daniel Gros): The Roots of the EU’s Vaccine Debacle

•   Project Syndicate(Jeffrey D. Sachs): Global Financing to End the Pandemic

•   Project Syndicate(Jim O’Neill): Will the Boom Last?

•   Project Syndicate(Elizabeth Drew): Why Would Anyone Want to be President?

•   FT(Editorial Board): The uneven road to Covid recovery

•   FT(Editorial Board): Immunity certificates can become the new normal

•   FT(Janan Ganesh): Biden shows that only moderates can govern from the left

•   FT(Sarah O'Connor): Why ranking employees by performance backfires

•   FT(Robin Harding): Central banks should not target house prices

•   FT(Colby Smith): The high threshold for further Fed intervention

•   FT(Claire Jones): The pandemic has been a bane for bankruptcies

•   WSJ(Editorial Board): Sorry, the Economic Crisis Is Over

•   WSJ(Editorial Board): Biden’s Great-Power Test Begins

•   WSJ(Editorial Board): A Trump Tariff Gets Nailed in Court

•   WSJ(Editorial Board): Anatomy of a Biden Tax Hike

•   WSJ(Holman W. Jenkins, Jr.): Joe Biden at His Worst

•   WSJ(William A. Galston): Partisanship Is Biden’s Way to the Highway

•   WSJ(Phil Gramm, Mike Solon): Biden Aims at Profit, Hits Workers

•   WSJ(Martin Kulldorff, Jay Bhattacharya): Vaccine Passports Prolong Lockdowns

•   NYT(Paul Krugman): Republicans Are Mired in Concrete

•   NYT(Bret Stephens): Biden Should Finish the Wall

•   NYT(Roxanne Khamsi): Where Does Covid End, and Long Covid Begin?

•   WP(Jennifer Rubin): Republicans may regret their Luddite view of infrastructure

•   WP(Brian Klaas): Biden wants to boost democracy around the world. But what about the despots who are U.S. allies?

•   WP(Joseph G. Allen, Parham Azimi): So you’re unvaccinated and want to see a friend. Here’s how to calculate your risk.

•   WP(Katrina vanden Heuvel): A ‘Just Transition’ clean energy revolution can be a boon for West Virginia — and the country

•   Bloomberg(David Fickling): Yellen’s Global Tax Plan Is a China Trade War-Level Fight

•   Bloomberg(Conor Sen): The GOP's Nasty Breakup With Big Business

•   Bloomberg(Noah Smith): Don't Waste America's Best Chance to Beat China

•   Bloomberg(John Authers): Nirvana for Stocks Rests on Faith in Fed Doves

•   Bloomberg(Liam Denning): Has Saudi Aramco Given Up on a Global IPO?

•   Bloomberg(Jared Dillian): SPACs Aren't the Only Examples of Late Capitalism

•   Bloomberg(Michael R. Strain): Biden’s Child Tax Credit Has a Fatal Flaw

•   Bloomberg(Jonathan Bernstein): It Won’t Be Long Before the Filibuster Goes

•   Bloomberg(Tim Culpan): China’s Smartphones Get a New Opportunity for U.S. Growth

•   Bloomberg(Joe Nocera, Faye Flam): The Pandemic Isn’t Over, But We’re Over It

•   MarketWatch(Mark Hulbert): Why the ‘Fed put’ makes low-volatility stocks an attractive replacement for bonds

•   MarketWatch(Howard Gold): U.S. stocks will continue to beat the alternatives

•   MarketWatch(Therese Poletti): The SPAC crackdown hasn’t truly begun, but the SEC is obviously considering it

•   Fox News(Tucker Carlson): Biden administration lying to Americans, hiding key facts about the border crisis

•   Fox News(Fred Fleitz): Iran will dictate Biden's surrender on its nuclear weapons program at Vienna meeting

•   Reuters(Clyde Russell): OPEC+ bets crude oil demand will recover as fast as output returns

•   한경(이우종): 폭스바겐 '배터리 내재화'란 암초

•   한경(강경민): 삼척화력발전소 갈등 부추긴 與, 방치한 政