Business Intelligence Monitor 210408

(Introduction)

[Markets]

•   Global: S&P gains, Treasury yields reverse losses in wake of Fed minutes

•   한국: 코스피, 외인 '사자'에 닷새째 상승…3,130대 안착

•   한국: 두산그룹주 상승 많아, 오리콤 두산 오르고 두산인프라코어 내려

•   Metals: Copper slips as inventories climb and China premiums dip

•   Grains: Wheat lifted on spring planting concerns

[Indicators]

•   US Feb. Consumer credit: U.S. Consumer Credit Surges by the Most Since Late 2017

•   US Feb. Balance of trade: Crowded Ports, Weather Dented U.S. Exports in February

•   US Mar. Dodge momentum index: Nonresidential Building Projects in Planning Index Rises to Highest Level Since Summer 2018

•   US Weekly Mortgage rates·applications: Mortgage refinance demand drops 20% as rates rise to 10-month high

•   Eurozone Mar. PMI(final): Euro-Area Companies Return to Broad Growth on Vaccine Optimism

•   China Mar. Foreign reserves: China’s forex reserves fell US$34.97 billion to US$3.17 trillion in March

•   한국 2월 경상수지: 2월 경상흑자 80억달러…서비스수지 75개월만에 흑자전환

•   한국 2월 재정수지: 부동산 덕에 늘어난 세수…1~2월 국세 수입 11조 증가

•   한국 3월 주민등록인구: 걷잡을 수 없는 인구절벽...3개월만에 1만명 자연감소

•   Japan Feb. GDP(JCER est.): Japan's GDP down 1.2% in February: JCER

•   Japan Feb. Coincident index: Japan's coincident index falls in February

•   India Mar. Services PMI: India services PMI slows down in March amid rising covid cases

•   India Benchmark rates: India holds rates at record lows amid COVID surge; RBI commits to government bond purchases

※   RBI: Resolution of the Monetary Policy Committee (MPC) April 5-7, 2021

[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 Softens Tax Plan Aimed at Profitable Companies That Pay Little

•   WSJ: Biden Urges Broad View of Infrastructure in Pushing $2.3 Trillion Package

•   WSJ: G-20 to Seek Agreement on Global Minimum Tax Rate by Mid-2021

•   WSJ: Biden’s Infrastructure Plan Seeks to Ease Housing Shortage With Looser Zoning Rules

•   WSJ: How Bidenomics Seeks to Remake the Economic Consensus

•   WSJ: Biden Rule on Covid-19 Workplace Safety Misses Deadline

•   WSJ: Fed Minutes Show Expectations for Stronger Economic Recovery

※   Fed: Minutes of the Federal Open Market Committee, March 16-17, 2021

•   WSJ: JPMorgan CEO Jamie Dimon Sees ‘Goldilocks Moment’ for U.S. Economy

•   WSJ: Jamie Dimon Says JPMorgan Won’t Go Remote After the Pandemic

•   WSJ: Got Your Covid-19 Vaccine? Now Cancel Your Extra Appointments

•   WSJ: Tencent’s Biggest Investor Cashes In on Pandemic Rally

•   WSJ: Big Tech Companies Prosper Despite Chip Shortage

•   WSJ: AutoStore’s SoftBank Backing to Spur Warehouse Robotics Expansion in Asia

•   WSJ: Suspected China Hack of Microsoft Shows Signs of Prior Reconnaissance

•   WSJ: Amazon’s Alabama Union Vote: What We Know So Far

•   WSJ: About The Wall Street Journal Economic Forecasting Survey

•   NYT: Israel-Iran Sea Skirmishes Escalate as Mine Damages Iranian Military Ship

•   NYT: Reversing Trump, Biden Restores Aid to Palestinians

•   NYT: Masks Off, Mahi Mahi On. Restaurant Workers Are in a Race for Vaccines

•   WP: ‘A moment of peril’: Biden’s coronavirus response collides with case spikes

•   WP: China builds advanced weapons systems using American chip technology

•   WP: China has made big vaccine promises. When they come up short, nations struggle.

•   WP: Jailed Kremlin critic Navalny has two herniated disks, loss of feeling in his hands, lawyers say

•   WP: Myanmar protests bring the country toward state collapse and civil war

•   WP: Corporate America isn’t welcoming former Trump Cabinet officials with open arms, headhunters say

•   FT: UK advises under-30s to take offer of alternative to AstraZeneca vaccine

•   FT: Vaccine guidance leaves UK facing challenge of supply and confidence

•   FT: EU regulator to probe ethical standards of Sputnik vaccine trials

•   FT: IMF proposes ‘solidarity’ tax on pandemic winners and wealthy

※   IMF: Fiscal Monitor, April 2021

•   FT: India to restart Covid vaccine exports in June if local cases fall

•   FT: Kaczynski warns of threat to Polish coalition from EU recovery fund vote

•   FT: Labour attacks ‘arrogant’ Tory government over EU trade deal effects

•   FT: Greenland election won by party opposed to rare earths mining project

•   FT: King of Jordan says attempt at sedition contained

•   FT: Turkey summons Chinese ambassador in rare spat about treatment of Uyghurs

•   FT: Norway’s oil fund makes first investment in renewable energy

•   FT: Biotech start-up behind AstraZeneca vaccine files for US listing

•   FT: Chinese private equity targets record fundraisings

•   FT: China reveals co-operation with EU on green investment standards

•   FT: Shipping groups prepare for more ‘black swan’ events after Suez blockage

•   FT: Companies try to cut geopolitical risk from supply chains

•   FT: Lex in depth: a solid case for the next generation of batteries

•   Bloomberg: White House Denies Any Joint Talks to Boycott Beijing Olympics

•   Bloomberg: Janet Yellen Sees Joe Biden Tax Plan Reclaiming $2 Trillion in Overseas Profits

•   Bloomberg: Fed Officials Back Dovish Powell View Despite Brighter Outlook

•   Bloomberg: Biden Plans to Release Initial 2022 U.S. Budget Outline Friday

•   Bloomberg: Supply Chains Latest: Global Rebound May Extend Shipping Boom Into 2022

•   Bloomberg: Tech Group Says China Poised to Top U.S. Without Migrants

•   Bloomberg: Covid-19: B.1.1.7 Variant Now Most Common Virus Strain in U.S., CDC Says

•   Bloomberg: France Signals Progress in US Talks on Global and Digital Tax

•   Bloomberg: Share of Democrats in U.S. Spikes After Biden Win, Poll Shows

•   Bloomberg: France Finance Minister Le Maire Deeply Concerned by EU Delay on Recovery Fund

•   Bloomberg: ECB Slows Pace of Pandemic Bond-Buying Ahead of Easter Break

•   Bloomberg: Jokowi Supports Central Bank Mandate to Aid Indonesia’s Growth

•   Bloomberg: Indonesia’s Jokowi Slams Richer Nations for Vaccine Nationalism

•   Bloomberg: Yuan Erases Year’s Gains Against Dollar as PBOC Steps Aside

•   Bloomberg: Treasury Bears Eye Tax Talks as Trigger for Yields to Rise Again

•   Bloomberg: Top Copper Miner Is Boosting Output Amid a Chile Covid Surge

•   Bloomberg: Nikola Loses Key Executive Heading Fuel-Cell Development

•   Bloomberg: Kerry, Modi Talk as India Mulls Net Zero Target Ahead of Meet

•   Reuters: IMF chief worried about middle-income countries with weaker fundamentals

•   Reuters: World Bank's Malpass says slow COVID-19 vaccine rollout in Europe is concerning

•   Reuters: Scientists call for new probe into COVID-19 origins: with or without China

•   Reuters: Nowhere as worrisome for COVID-19 infections as South America, Brazil concerning: PAHO

•   Reuters: A third of COVID survivors suffer neurological or mental disorders - study

•   Reuters: Explainer: What is a global minimum tax and how could it affect companies, countries?

•   Reuters: Factbox: Global offshore wind tenders and auctions in 2021

•   Reuters: Analysis: High stakes at sea in global rush for wind power

•   Reuters: Analysis: Even as it tapers, BOJ invents new weapon to stimulate growth

•   CNBC: IMF’s top economist says Covid vaccines are the ‘main weapon’ to achieve a faster economic recovery

•   CNBC: Germany's Scholz on Covid crisis, vaccinations and higher taxes

•   CNBC: Goldman Sachs downgrades India’s growth forecast as Covid cases spike

•   CNBC: Iran welcomes ‘new chapter’ in nuclear talks as Washington seeks to heal ‘profound differences’ in Vienna

•   CNBC: UPS to buy eVTOL aircraft to speed up package delivery in small markets

•   Fox Business: Kudlow: The tax man cometh, and your taxes are going up

•   Fox Business: Stimulus checks sent to over 156M Americans as part of Biden COVID relief bill

•   SCMP: China’s military tracks US warship traversing Taiwan Strait

•   SCMP: China lashes out over boycott calls that ‘politicise’ Beijing Winter Olympics

•   SCMP: China champions Iran sanctions relief as Vienna meeting seeks to bring US back to nuclear deal

•   SCMP: Japan feels diplomatic squeeze as US-China tensions rise

•   SCMP: China-Australia relations: trade minister Dan Tehan says businesses must help Canberra repair ties with Beijing

•   SCMP: Explainer | China economy 2021: latest economic data about world’s second-largest economy

•   Nikkei Asia: Former Nissan EV developer to launch plastic battery this year

•   Nikkei Asia: Toshiba buyout bid faces hurdles, including CVC conflict of interest

•   Nikkei Asia: US and Japan haven't discussed Beijing Olympics boycott: Tokyo

•   Nikkei Asia: Japan seeks first in-person Quad summit in June on G-7 sidelines

•   Nikkei Asia: Analysis: Wang has 1 message for Japan, 'Taiwan, Taiwan, Taiwan'

•   Nikkei Asia: Thai cabinet becomes COVID hot spot as ministers quarantine

•   Economic Times: India becomes fastest Covid vaccinating country, surpasses US

•   Economic Times: View: India and US must make climate change a well-nourished bilateral project

•   Economic Times: Record road construction drives Construction Equipment Market into the green, industry eyes record output in FY-22

•   매경(P1): 서울 신길 등 5곳 공공재건축

•   매경: 5만가구라더니 올 신규공급 729가구뿐…공공재건축 빈수레만 요란

•   매경(P1): 삼성, 영업익 9.3조 '깜짝 실적'…갤럭시 날았다

•   매경: 불붙은 TV·냉장고 보복소비…깜짝실적 이끌었다

•   매경: D램값 올라도 못웃는 삼성…칩 부족에 스마트폰 생산 어쩌나

•   매경: 증권가선 '10만 전자' 장밋빛 전망

•   매경(P1): 新가전이 끌고 TV가 밀고…LG 새역사 썼다

•   매경: '적자' 스마트폰 접는 LG…연간 영업익 4조 달할듯

•   매경: "초대형 데이터센터 애플 구글 유치"…닻오른 새만금 뉴딜

•   매경: "비트코인 투자, 인플레 위험 완화 효과있다"

•   매경: 뒷북 물가대책…정부, 7년만에 곡물관세 철폐

•   매경: 이호승·최태원 "경제활력 제고 협력하자"

•   매경: 동학개미 주식투자 기준은 "美금리상승보다 실적개선"

•   매경: SK하이닉스 사회적채권 발행, 국내기업 최초…4400억규모

•   매경: 서초구청장 발끈 "국토부 공시가 해명 때 엉뚱한 실거래가 인용"

•   매경: 2030 영끌 매수 옳았다…서울아파트 1.5억원 '쑥'

•   매경: "우리 회사엔 왜 이렇게 말도 안되는 일이 많을까"…상식 전담 부서 두는 게 어떤가요

•   한경: 접종률 이스라엘 61%, 美 32%, 韓 2%…'백신전쟁' 완패

•   한경: 고용부 "원청이 재해 예방 책임 다해달라"

•   한경: "원자력 위험하다는 근거 없다"는 EU…한국만 脫원전 고수

•   한경: 기재부 "법인세율 인상은 신중히 검토할 사안"

•   한경: LG·SK '배터리 운명의 날' D-4…美서 사활 건 로비전

•   한경: 반도체 없어 車 못 만드는데 "휴업 반대" 외치는 현대차 노조

•   한경: 쌍용차, 다음주 회생절차 돌입할 듯

•   한경: 한화건설, 친환경 '그린 디벨로퍼'로 나선다

•   한경: 그래도 마음 속엔 '보복소비' 여전…서울시민 24% "식품·IT기기 질렀다"

•   서경: "탄소 포집 개발 힘 모으자"···민관합동 'K-CCUS' 발족

•   서경: 美 태양광 불 밝히는 중부발전

•   서경: 洪 "보호무역주의에 '기후변화 정책' 악용 방지해야"

•   서경: 효성重, 육상 이어 해상풍력 정조준

•   서경: [단독] 한국GM 보령공장도 '반도체發 휴업'···부품업계 '비명'

•   서경: [시그널] 'ESG 소외' 화력발전社, 회사채 발행 멈췄다

•   조선(P1): 민심은 41 대 0

•   조선: 서울이 뒤집혔다… 2030도, 강북도, 중도층도 오세훈 선택

•   조선: ‘박원순 10년’ 지우고 오세훈표 개혁 시동… 시의회와 충돌 불가피

•   조선: 충격의 與, 지도부 총사퇴할 듯… 임기말 文은 레임덕 가속화

•   조선: “北 SLBM 시험 발사용 선박 이동 포착”

•   조선: [단독] “백신 더 사면, 더 많은 물량 조기에 공급” 화이자 두달전 제안했는데 정부가 거절

•   조선비즈: [단독] 삼성SDI, 각형 배터리 브랜드화…폭스바겐 중심 유럽 본격 공략

•   조선비즈: 더현대서울, 첫 달 매출 1000억 돌파...연내 '1兆 클럽' 가입할듯

•   IT조선: 폰 접은 LG, '텔레매틱스' 글로벌 톱 사활…삼성 맹추격

•   중앙(P1): EMA "AZ백신, 혈전 관련성" 결론…韓 접종계획 다 꼬였다

•   중앙: 신규 환자 668명, 89일 만에 하루 최대 확진

•   중앙: “4차 유행 아니다”라던 정부, 하루만에 “본격화 가능성”

•   동아: 은행점포 작년 304곳 사라져… 비대면 확산에 3년새 최대

•   문화: ‘탄소중립’ 로드맵에…日은 원전 필수, 韓은 탈원전 고수

•   머니투데이: 다시 머리맞댄 현대차-삼성전자…車반도체 품귀 논의

•   머니투데이: 1년새 억만장자 660명 늘었다…국내 부호 1위 이건희→서정진

•   머니투데이: 총수는 없지만…대기업집단 포함되는 쿠팡, 뭐가 달라지나

•   머니투데이: 한국은 인도와 상황 달라…'AZ백신 수출제한' 어려운 이유

•   머니투데이: "36만호 공급" 오세훈 당선…건설주, 지금이라도 살까 말까?

•   헤럴드경제(P1): 반도체 부품 대란에...결국 현대차가 멈췄다

•   헤럴드경제: “중국 못따라와!”...삼성 폴더블폰의 진화

•   헤럴드경제: 1차 공공재개발 주민설명회 마친 곳 ‘0’

•   헤럴드경제: 카~폐배터리의 변신…‘이동형 ESS’로 달리다

•   파이낸셜뉴스: "재건축 빨리 됐으면" "용적률 너무 낮아"… 지역별 주민들 엇갈린 반응 [현장르포]

•   파이낸셜뉴스: 韓 경제 '세계 10위' 지난해 두계단 올라

•   파이낸셜뉴스: 글로벌 경기회복 시그널… KDI, 내달 韓성장률 전망치 상향 예고

※   KDI: KDI 경제동향 2021. 4

•   파이낸셜뉴스: 강남 제친 분당, 1년새 집값 가장 많이 올랐다

•   파이낸셜뉴스: 공무원 연금이 나랏빚? "갚아야 할 국가채무와 성격 다르다"

•   아시아경제: “美 스타트업 0.1%만 상장…M&A 없으면 ‘좀비콘’될 뿐”

•   이데일리: 공공재개발·재건축? 공공직접시행? 뭐가 다르지

•   이데일리: “차세대 선박시장 선점”…조선업계에 부는 ‘암모니아 추진선’ 바람

•   이데일리: 현대차 사무연구노조 설립 가시화…MZ세대는 참지 않는다

•   이데일리: 코스피 실적잔치…기저효과 뺀 알짜배기 종목은?

•   이데일리: '미얀마 군부 합작' 포스코 압박한 네덜란드 연기금…국민연금은?

•   이데일리: LG전자 폰 철수에…코스닥 부품사 '휘청'

•   연합: 오늘 700명 안팎, 4차유행 현실화…내일 '거리두기 강화' 결정하나

•   연합: 1분기 CB·EB 등 주식 전환 늘어…전 분기 대비 19%↑

•   뉴스1: 서부발전, 발전설비 24시간 감시 ‘AI 레일로봇’ 도입

•   뉴스1: NH證 "두산퓨얼셀, 연료전지 수요 증가 기대…목표가 6.7만원 제시"

•   뉴스토마토: 건설기계, 미·중 경기부양에 '함박웃음'

•   아주경제: [로봇강국 일본] 日 '로봇의 시대' 온다...어리숙한 '약한 로봇'부터 '우주 개척 로봇'까지

•   아주경제: [친환경 재생에너지]① 수상태양광, 올해 92만가구에 보급

•   아주경제: [친환경 재생에너지] ②중국 세계 50% 점유...한국은 걸음마 단계

•   아주경제: 김해율하 더스카이시티' 1순위 청약률 22.0대 1

•   reNews: US investors form renewables player

•   에너지경제: 태양광 사업 ‘주의보’…"시장 불안정으로 투자비 회수기간 길어져"

•   에너지경제: [단독] 한전·발전공기업 5사 신임 사장, 이르면 내주 말 일제히 취임

•   KHL: Hitachi and ABB target carbon-free mining machinery

•   Equipment World: Cat 992 Touts Massive Payload-Per-Fuel Efficiency Increases

•   대한경제: 두산퓨얼셀, 수소 경제 확대 정책 수혜-KB

•   OilPrice.com: The Oil Industry Receives An Unexpected Boost From Biden

•   OilPrice.com: OPEC+ Was Wise To Ease Output Cuts Despite Demand Concerns

•   OilPrice.com: Iran’s Comeback To Oil Markets Unlikely To Cause Price Crash

•   OilPrice.com: U.S. Jobs In Nuclear And Oil Sectors Pay More Than Renewables

•   OilPrice.com: China's 'Official' Oil Imports Drop As It Buys More Iranian Crude

•   OilPrice.com: China Started More Coal Plants Than The Entire World Retired In 2020

•   MINING.com: Rio Tinto produces battery grade lithium in the US

•   전자신문: [이슈분석] K-RE100 기업 참여 러쉬...탄소중립 첨병 역할 기대

•   전자신문: [이슈분석] K-RE100, 삼성전자 등 대형 제조기업 참여 관건

•   전자신문: [이슈분석]글로벌 RE100, 298곳 돌파...애플, TSMC 등 대거 참여

•   전자신문: 인텔, 3세대 데이터센터용 CPU 출시…"성능·보안성 강화"

•   DIGITIMES: Taiwan CCL vendors post impressive revenue increases for 1Q21

•   DIGITIMES: TSMC to kick off production for new iPhone chips ahead of schedule

•   DIGITIMES: Foxconn posts 45% revenue surge in 1Q21

•   DIGITIMES: TSMC lands rush 5G chip orders from Qualcomm

•   DIGITIMES: CCL price hikes extending to higher-end applications

•   DIGITIMES: Strong sensor demand to buoy suppliers in 2021

•   Robotics & Automation News: 7 Supply Chain Technology Trends Shaping a Sustainable Future

•   Robotics & Automation News: Mercedes-Benz and Siemens partner to further digitize and automate manufacturing

•   Robotics Tomorrow: Implementing Piece-Picking Robots into Micro-Fulfillment Centers

[Opinions]

•   Project Syndicate(Minxin Pei): China’s Economic Self-Harm

•   Project Syndicate(Nancy Qian): Rebuilding Social Trust in Post-COVID America

•   Project Syndicate(Ian Buruma): America’s Undimmed Global Culture

•   Project Syndicate(Marty Chen): A New Deal for Informal Workers

•   FT(Editorial Board): Joe Biden’s infrastructure plan is much more than that

•   FT(Editorial Board): The parallel health crises of the Covid pandemic

•   FT(Leo Lewis): Tokyo Stock Exchange would be shamed by a Toshiba delisting

•   FT(Brooke Masters): Johnson & Johnson does DIY to solve vaccine woes

•   FT(Kishore Mahbubani): Biden should summon the courage to reverse course on China

•   FT(Brad Handler): How the US can stimulate private investment in cutting carbon

•   FT(Derek Brower): US signals it still depends on cheap oil from abroad

•   FT(John Redwood): US inflation fears grow as bond turmoil continues

•   FT(Jamie Powell): The UK’s splash-the-cash summer has a distribution problem

•   FT(Lex): Vaccitech/AstraZeneca: souring mood overshadows float plan

•   FT(Lex): Dimon/Greensill: his report of banking’s demise is exaggerated

•   WSJ(Editorial Board): Why Are Home Prices Soaring?

•   WSJ(Editorial Board): CEOs vs. Shareholders

•   WSJ(Janet Yellen): A Better Corporate Tax for America

•   WSJ(Alexander B. Gray): To Counter Beijing, Send In the Coast Guard

•   NYT(Stephanie Kelton): Biden Can Go Bigger and Not ‘Pay for It’ the Old Way

•   WP(Max Boot): Center-right voters need to become Biden Republicans, because the GOP can’t be saved

•   WP(Henry Olsen): The U.S.’s massive vaccine supply could become a diplomatic headache for Biden

•   WP(Paul Waldman): Biden’s new tax plan makes the dividing line clear

•   WP(Greg Sargent): Our debate over ‘real’ infrastructure is dumb. Here’s how Democrats can get around it.

•   WP(Syra Madad, Monica Gandhi, Ashish K. Jha): These are the metrics that will tell us when we can safely lift restrictions

•   WP(Christopher Sabatini): The pandemic has shown that workers in the informal economy need a safety net, too

•   WP(David B. Woolner): Biden wants to go big on infrastructure. History says that’s the right call.

•   Bloomberg(Daniel Moss): Who’s Afraid of the Big Bad Economic Boom?

•   Bloomberg(Justin Fox): Governors Get Too Much Credit and Blame on Covid

•   Bloomberg(Tyler Cowen): China’s War Against Taiwan Could Come Sooner Rather Than Later

•   Bloomberg(Brian Chappatta): U.S. Companies Dish Out Wages Like Never Before

•   Bloomberg(Brian Chappatta): Jamie Dimon’s Bond Warning Isn’t Like Ray Dalio’s

•   Bloomberg(John Authers): Contrarians Risk Meeting Their Waterloo in European Stocks

•   Bloomberg(Jonathan Bernstein): Why Don’t Republicans Attack Kamala Harris?

•   Bloomberg(Therese Raphael): Why Vaccine Certificates Trouble Both Biden and Boris Johnson

•   Bloomberg(Sam Fazeli): Is the AstraZeneca Vaccine Safe or Not?

•   CNN(David A. Andelman): The window of opportunity is closing fast on an Iran nuclear deal (Opinion)

•   CNBC(Brian Castrucci, Frank Luntz): Stop saying Covid vaccine passport and learn from messaging missteps of the past

•   MarketWatch(Paul Brandus): The U.S. government, until Reagan, used to do big things. Biden thinks it still can

•   MarketWatch(Peter Morici): How deficit spending could hand Congress to the Republicans

•   Fox News(James Carafano): Biden vs. Iran – nuclear talks should worry US, allies. Here's how to get a real deal

•   Fox News(Nikki Haley): Biden's border crisis – here are lessons he can learn from Trump's immigration example

•   Fox News(Jessica Tarlov): Biden is enjoying big wins. We Democrats owe Rep. Jim Clyburn a continuous thank you

•   Reuters(Mike Dolan): While Fed up waiting, markets lose faith in own bets

•   Reuters(Clyde Russell): China is increasingly the outlier in building new coal-fired power: Russell

•   서경(현정택): 인플레이션 대책의 딜레마