Business Intelligence Monitor 210409

(Introduction)

[Markets]

•   Global: Tech rally leads S&P to record high as Treasury yields dip, dollar softens

•   한국: 코스피 3,140대 '터치'…외국인 6일 연속 순매수

•   한국: 신발끈 다시 묶는 건설·시멘트·페인트株

•   한국: 두산그룹주 거의 다 올라, 두산중공업 3%대 두산퓨얼셀 2%대 상승

•   Metals: Copper rises on supply concerns, lower U.S. dollar

•   Grains: Corn climbs on exports, ethanol

[Indicators]

•   US Weekly Jobless claims: Workers Slowly Pull Away From Jobless Benefits as Economy Picks Up

•   Eurozone Feb. PPI: Euro zone producer price growth accelerates in February

•   Germany Feb. Factory orders: German Factories Remain Resilient to Crisis as Orders Rise

•   UK Mar. Construction PMI: UK construction sector activity showed strong recovery in March

•   UK Mar. Employment: UK labour market shows strongest rebound in hiring since 2015

•   한국 2020년 지출 가계동향: 코로나에 지갑 닫은 가계…작년 소비지출 2.3%↓'역대최대 감소'

•   한국 2020년 자금순환: '빚투' 열풍에 가계 주식투자·대출금 모두 역대 '최대'

•   한국 주간 아파트 가격(부동산원): [아파트 시황] 재건축 호재 강남3구 아파트값 상승세

•   Japan 2020 Corporate bankruptcies: Japan corporate bankruptcies hit 30-year low in 2020

•   Japan Feb. Current account: Japan Feb. current account surplus logs 1st fall in 7 months

•   Japan Mar. Economy Watchers sentiment: Japan's March economy watcher sentiment rises as virus emergency ends

•   India Mar. Consumer confidence: Survey shows a dip in consumer confidence

•   India Mar. Job listings: Hiring activities rise in March, IT sector leads the trend: Reports

[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: What’s in Biden’s $2 Trillion Corporate Tax Plan

•   WSJ: Infrastructure Is in the Eye of the Democratic or Republican Beholder

•   WSJ: Powell Calls for Faster Global Vaccination

•   WSJ: U.S. Blacklists Chinese Entities It Says Are Aiding Weapons Program

•   WSJ: GM to Halt Production at Several North American Plants Due to Chip Shortage

•   WSJ: As the U.S. Vaccinates Millions for Covid-19, Most Canadians Are Still Waiting

•   WSJ: Origin of Covid-19 Pandemic Is Sought in Old Blood Samples

•   WSJ: AstraZeneca Covid-19 Vaccine Restrictions Pile Up, Complicating Shot Rollouts

•   WSJ: Suez Canal Has Reopened, but Ever Given Isn’t Free to Go

•   WSJ: Credit Suisse Ignored Warnings Before Archegos and Greensill Imploded

•   WSJ: New York City’s Wealthy Will Pay Nation’s Highest Tax Rates. How Will That Affect a Rebound?

•   WSJ: New York State’s Tax Increase: What High Earners Need to Know

•   WSJ: Amazon’s Union Vote Count Begins in Alabama

•   WSJ: SoftBank to Invest $500 Million in Mortgage Startup Better

•   WSJ: P&G Worked With China Trade Group on Tech to Sidestep Apple Privacy Rules

•   NYT: Biden Takes Initial Steps to Address Gun Violence

•   NYT: Taiwan's Drought Pits Chip Makers Against Farmers

•   WP: U.S. climate envoy John Kerry pushes for more ambitious action in swing through United Arab Emirates, India and Bangladesh

•   WP: Biden administration races to give renters $50 billion in aid to avoid eviction

•   WP: How an election in Greenland could affect China — and the rare-earth minerals in your cellphone

•   WP: Has Italy been vaccinating the wrong people? Its daily coronavirus death tolls suggest so.

•   FT: US offers new plan in global corporate tax talks

•   FT: A grand bargain: how the radical US corporate tax plan would work

•   FT: ECB council concerned about slow pace of vaccination in eurozone

※   ECB: Meeting of 10-11 March 2021

•   FT: Brussels fails to win round critics of tighter Covid vaccine export curbs

•   FT: London and Dublin call for calm after fresh riots in Northern Ireland

•   FT: Pragmatism must triumph over politics in Northern Ireland

•   FT: African Union halts AstraZeneca vaccine purchases over supply concerns

•   FT: Spain and Italy to restrict AstraZeneca’s Covid jab to over-60s

•   FT: Breton seeks to inject drive into EU’s stuttering vaccine push

•   FT: EU-Turkey in blame game over ‘sofagate’ after von der Leyen left standing

•   FT: UK foreign secretary Raab backs sacked Myanmar envoy

•   FT: Sunak ‘pushed’ Treasury to help Greensill after Cameron’s lobbying

•   FT: Experts back UK age limit for rollout of AstraZeneca jab

•   FT: UK businesses consulted on prolonged social distancing in offices

•   FT: Chile’s lauded vaccine rollout fails to save it from Covid surge

•   FT: The challenge of blocking Chinese cotton to help the Uyghurs

•   FT: Ecuador’s presidential race tightens as campaign enters homestretch

•   FT: Wall Street and big tech team up to oppose Texas wind power bill

•   FT: US regulator turns spotlight on rosy Spac projections

•   FT: Foreign investors face critical legal test for $82bn in China bonds

•   FT: Bearish calls under pressure after dollar’s upbeat run

•   Bloomberg: Inflation Has Gone K-Shaped in the Pandemic Like Everything Else

•   Bloomberg: U.S. Senate Unveils Strategy to Counter China With New Bill

•   Bloomberg: The Chip Industry Has a Problem With Its Giant Carbon Footprint

•   Bloomberg: China’s Bid to Ramp Up Vaccinations Hindered by Supply Shortages

•   Bloomberg: Modi Says India Is Attempting to Boost Capacity to Make Vaccines

•   Bloomberg: Labor Wants Biden to Put Cook or Spriggs on Fed, Trumka Says

•   Bloomberg: Largest Cities in U.S. Finally See Unemployment Rates Below 10%

•   Bloomberg: Iran Says Talks Switch to Lifting U.S. Sanctions in One Step

•   Bloomberg: Pelosi Sees Separate Bills for Biden Jobs and Families Plans

•   Bloomberg: Supply Chains Latest: Chip Shortage Drives U.S. Vehicle Exports to June Low

•   Bloomberg: House GOP Planning Climate Package to Counter Democrats

•   Bloomberg: Biden Confronts Border Surge With Immigration Jobs Unfilled

•   Bloomberg: After 100 Days, Here’s What Leaving Feels Like: Beyond Brexit

•   Bloomberg: ECB President Lagarde Says Ambitious, Coordinated Fiscal Aid Remains Crucial

•   Bloomberg: Turkey Summons Italian Envoy After Draghi Calls Erdogan Dictator

•   Bloomberg: Russia Demands Vaccine Shots Back After Slovakia Doubts Quality

•   Bloomberg: Saudi Minister Confident that OPEC+ Made Right Output Decision

•   Bloomberg: Tax-the-Rich Initiatives Gain Support Across Latin America

•   Bloomberg: Philippine Central Banker Sees No ‘Drastic’ Liquidity Moves

•   Bloomberg: Latin American Central Banks Staring Down Spike in Energy Costs

•   Bloomberg: Housing-Bubble Fear Spurs Canada to Weigh Tighter Mortgage Rules

•   Bloomberg: Jokowi Doubles Indonesia’s Wealth Fund Goal to $200 Billion

•   Bloomberg: Global Funds End Two-Year Buying Spree in China Government Debt

•   Bloomberg: The World’s Top LNG Buyers Are Already Preparing for Next Winter

•   Bloomberg: Sixty-Week Delay on Router Orders Shows Scale of Chip Crisis

•   Bloomberg: Plans for a Bigger Pie of Global Taxes, Sliced Fairly

•   Bloomberg: BlackRock Raises $4.8 Billion to Invest in Renewable Power

•   Bloomberg: Biden Plans to Order Climate Risk Strategy for Financial Assets

•   Bloomberg: India’s Biggest Bank Drags Feet on Controversial Coal Mine Loan

•   Bloomberg: Nuclear-Fusion Firm Hits Funding Record With Plasma Breakthrough

•   Reuters: Yellen tells world's big economies: spend big, danger lurks

•   Reuters: Asia's rising coronavirus cases a worry as vaccine doubts cloud campaigns

•   Reuters: France meets its target for 10 million first shots of COVID vaccine

•   Reuters: U.S. plays down expectations for Vienna Iran nuclear talks

•   Reuters: Chilean health regulator approves CanSino COVID-19 vaccine for emergency use

•   Reuters: Coal's share in India's power mix hits highest in over two years

•   Reuters: Myanmar crisis sounds death knell for garment industry, jobs and hope

•   Reuters: Analysis: India, Indonesia benefit as China's ban on Australian coal reshapes trade flows

•   Reuters: Analysis: Saudi $7 trillion investment goal puts spotlight on oil prices

•   AP: Countries worldwide hit new records for virus cases, deaths

•   AP: EXPLAINER: Is the US border with Mexico in crisis?

•   CNN: How AstraZeneca's latest vaccine troubles could slow the global recovery

•   CNN: Can anything derail the 'Goldilocks' economy?

•   CNN: Forget SUVs. These auto makers think tiny electric cars are the next big thing

•   CNN: Homeowners saw their property taxes take a big leap last year

•   CNN: Trump's dominance over the news cycle and attention economy evaporates

•   CNBC: IMF: Debt overhang and financial vulnerabilities endanger recovery

•   CNBC: IMF’s $650B currency aid won't save indebted countries: Economist

•   CNBC: Stephen Roach questions Biden’s decision to keep Trump’s China policies

•   CNBC: China's bitcoin mining is threatening its climate change targets

•   CNBC: Finland's Rehn: ECB needs recovery before winding down Covid measures

•   CNBC: The U.S. is facing a lithium-ion battery shortage with EV growth

•   CNBC: Bill Gates' TerraPower is building next-generation nuclear power

•   CNBC: HMD Global launches new Nokia smartphones with 5G, budget prices

•   MarketWatch: China’s bitcoin crackdown contradicts Peter Thiel’s belief that it is a ‘financial weapon’ against U.S.

•   MarketWatch: The next rising stars of the debt world? Probably corporate fallen angels

•   Fox Business: Stimulus check 'plus-up' payments may be smaller than expected - here's why

•   New York Post: People who got Moderna COVID vaccine report more side effects than Pfizer recipients

•   SCMP: Philippines keeps its options open amid bid to defuse Whitsun Reef row with China

•   SCMP: China-Australia relations: is Canberra taking a ‘less combative’ stance with Beijing despite tensions?

•   SCMP: China quiet on global minimum corporate tax rate backed by G20 as questions over Hong Kong’s tax-haven status arise

•   SCMP: China’s key small manufacturing, service businesses under pressure from rising costs despite overall economic recovery

•   SCMP: China’s high pork prices are dropping, but African swine fever still poses a threat to supply

•   SCMP: China quiet on global minimum corporate tax rate backed by G20 as questions over Hong Kong’s tax-haven status arise

•   Global Times: Chinese foreign trade exceeds expectation, but uncertainties remain: MOFCOM

•   Global Times: Huawei launches HarmonyOS-based products targeting the smart home business

•   Nikkei Asia: MacBook and iPad production delayed as supply crunch hits Apple

•   Nikkei Asia: Tokyo to seek stronger virus measures with quasi-emergency decree

•   Nikkei Asia: Toyota unveils new cars in push for advanced driver-assist tech

•   Nikkei Asia: Japan's Sumitomo to enter CO2 storage business with US partner

•   Nikkei Asia: Japan, UAE to collaborate on hydrogen technology, supply chain

•   Nikkei Asia: How much is Toshiba worth? The answer depends on chip unit

•   Nikkei Asia: On Xinjiang, Japan's brands hold their breath ahead of Biden-Suga

•   Nikkei Asia: Mitsui Chemicals to double Taiwan output of chipmaking material

•   Mainichi: Japan regulator bans nuke plant restart over lax safeguards

•   Economic Times: India to resume buying oil from Iran once US sanctions ease

•   Mint: No need of total lockdown, India equipped to handle 2nd Covid wave: PM Modi

•   Mint: How Yellen’s call for corporate tax hike affects India

•   Mint: Why insolvency pros are living on the edge

•   Mint: WHO rejects Serum Institute's proposal to extend Covishield's shelf life from 6 to 9 months: Report

•   Hindustan Times: Coronavirus surge can delay Indian NBFIs' recovery: Fitch

•   매경(P1): 오세훈 첫날에…정부, LH주도 공공주택 공급 '대못'

•   매경: 은마 재건축 기대 크지만…정부 규제 안풀면 한발짝도 못나가

•   매경: '35층 규제 해제' 결정권 쥔 서울시…오세훈, 물갈이 나설듯

•   매경: 오세훈 '박원순 지우기'…800억 광화문광장사업 일단 중단

•   매경: 오세훈 취임 1호 업무지시…"소상공인 지원방안 찾아라"

•   매경(P1): 경북 "탈원전 때문에 지원금 5조원 줄었다"

•   매경(P1): 국내증시 외면하는 퇴직연금…77%가 해외투자

•   매경: 연금계좌 세액공제 6년째 제자리…'연끌' 해외 쏠림 이유있네

•   매경: 존봉준의 일침 "미국선 퇴직연금이 증시 버팀목…한국은"

•   매경(P1): 카페 창업 앗 뜨거워…코로나 와중에 15% 늘어

•   매경: "쿠팡보다 비싸면 차액환불"…이마트, 최저가 전쟁 선포

•   매경: 北에 한발 더 다가간 美…"비핵화 외교 준비됐다"

•   매경: 패스트푸드 웃고 술집·휴게소 울고

•   매경: 기재부 예산실장 최상대, 예산총괄심의관 김완섭

•   매경: 김동관의 친환경 행보…항공산업도 '탄소제로'

•   매경: 삼성전자 폭풍투자에 쑥쑥 크는 세메스

•   매경: LG스마트폰 사업 접어도…OS 업그레이드 3년 지원

•   매경: 더 많은 '타다' 나온다더니…정부가 틀렸다

•   매경: 상장사 작년 탄소배출권 부담 1.2조

•   매경: 공공재개발 후보지 "민간개발로 바꿔탈까"

•   매경: [株머니 주요산업 증시기상도] 1분기 어닝시즌 개막…반도체·철강 '깜짝 실적' 기대

•   한경(P1): [단독] 1조 몸값 '지그재그' 카카오가 인수한다

•   한경(P1): "난 월세 사는데 누군 집값 올라 수억원 돈벼락"…2030 분노

•   한경(P1): "4700조원 쏟아붓는 바이드노믹스…韓기업에도 기회"

•   한경: 美 통화제도 전문가 "비트코인 문제 투성이…달러 대체 못해"

•   한경: "인플레에 금리인상 압력…'돈풀기' 나선 정부, 역풍 맞을 수도"

•   한경: "백신 국수주의, 보호무역 넘어 관세전쟁 우려"

•   한경: "3000만원 金 통장에 넣으러 은행 갔다가 헛걸음" 불만 폭발

•   한경: 금융규제 샌드박스 2년 '절반의 성공'…금소법 등 새 규제에 발목 잡혀

•   한경: 삼성, 美 시장 'LG폰 빈자리' 메운다…보급폰 5종 출격

•   한경: 車부품사도 반도체 품귀 '아우성'…"웃돈 줘도 1~2일치 밖에 못 받아"

•   한경: 글로벌 고객社 꽉 잡은 반도체장비株 '주목'

•   서경: 美 AVC-中 홍색 공급망 충돌...고민 깊은 삼성·SK·LG

•   서경: 경총·중견련 중대재해법 보완 요구에···이호승 靑실장 “시행령 제정때 살펴볼것”

•   서경: 하루 1,000만원 '출렁'···2030 비트코인 경계령

•   서경: "ESG가치, 화폐처럼 계량화 필요"

•   서경: 2025~2030년 하늘을 나는 택시 탄다

•   서경: "당분간 집값 자극···수도권 외곽은 하락 전망도"[선거 후 주택시장 전망]

•   조선(P1): 석달 만에 700명대… 오늘 거리두기 강화

•   조선: 변이 바이러스 비상, 석달만에 330명으로 늘어

•   조선: ‘깜깜이 감염’ 28%로 급증… 술집·식당·직장 일상공간서 동시다발

•   조선: 4차 대유행 현실화… 유흥시설 ‘핀셋방역’ 추가할 듯

•   조선: [Mint] 파워포인트 발표 금지 회의는 자료 20분 읽고 시작

•   조선: [Mint] 한국보다 빨라! 유럽은 지금 ’10분 음속배송' 전쟁

•   조선: [Mint] 사무실 복귀가 두려운 직장인들 “대인관계 적응이 걱정”

•   조선: [Mint] 실리콘밸리선 구체적 지시가 없다, 내가 찾아서 해내면 그게 내 몸값

•   조선: [Mint] 생각만으로 컴퓨터 조작 상용화, 머스크·저커버그 누가 먼저냐

•   조선: 반도체 없어 난리인데, 테슬라 생산 늘린 3대 비결

•   조선: [단독] 한수원, 고리 2호기 수명 연장 신청 안해

•   조선비즈: 수소 지게차 만들고 전기 굴착기 개발… 건설기계업계도 ESG 바람

•   조선비즈: 구글·테슬라도 삼성전자에 칩 설계부터 생산 모두 맡긴다

•   조선비즈: 일본도 뛰어든 소형원전… "한국도 10년 계획 세워야"

•   조선비즈: 사무직 노조' 추진하는 현대차 MZ세대… 기존 노조와 거리두고 투명성 요구할 듯

•   조선비즈: 소상공인 4차 재난지원금 열흘간 3조9000억원 지급

•   IT조선: 배터리 원료 확보難…뛰는 中·日, 뒷짐진 韓

•   중앙(P1): AZ백신 대혼란, 770만명 대안이 없다

•   중앙: 그래도 AZ 덕 봤다, 국내 요양병원 감염·사망 확 줄어

•   동아(P1): 고개 숙였지만, 정책은 안굽히는 당청

•   동아(P1): [단독]아스트라 백신 접종 혼란…‘보류’ 하루만에 ‘재개’ 방침

•   동아: 반도체 대란에 車업계 ‘셧다운’ 현실화… 현대차도 생산 차질

•   동아: 백화점 3社, 3월 매출 껑충… 코로나 확산 이전보다 더 올랐다

•   동아: [단독]삼성, ‘백악관 반도체 긴급대책회의’ 화상 참여할듯

•   동아: [단독]차량용 반도체 부족에…대만 바라보는 정부, 물량 확보 ‘난항’

•   머니투데이(P1): 韓 대표기업은 코로나 이겨냈다…'영업익 1조' 클럽 다시 늘어

•   머니투데이: "아바타로 출근하고 업무 본다"…오피스까지 삼킨 '메타버스'

•   머니투데이: 공공재개발 토지거래허가구역 지정, 공공재건축은 왜 안해?

•   머니투데이: "기업 호실적, 코스피 3630 간다"…상승 이끌 종목은

•   헤럴드경제: 태양광 고속도로·탄소세 징수…앞서가는 에코선진국들 [‘조용한 암살자’ 기후변화의 습격]

•   헤럴드경제: 탄소중립·그린뉴딜·환경 안전망 구축…대한민국도 달린다 [‘조용한 암살자’ 기후변화의 습격]

•   헤럴드경제: SK건설-포스코 “해상풍력 부유체 모델 개발”

•   헤럴드경제: “로봇이 내려주는 커피, 365일 일정한 맛이죠” [문화 플러스-황성재 라운지랩 대표]

•   파이낸셜뉴스(P1): [단독]'위태로운 1등' 삼성폰 경영전략 대수술

•   파이낸셜뉴스: 20%대 점유율 흔들, 뒤쫓는 중국폰… 돌파구 찾는 ‘낀 삼성’ [삼성 스마트폰 5년만에 경영진단]

•   파이낸셜뉴스: 반도체 끌고 친환경차 밀고 올 무역 1조달러 시대 연다

•   파이낸셜뉴스: 부동산 규제완화 공언한 與… 정책 수정 부담 떠안은 기재부

•   파이낸셜뉴스: 중국의 '수소굴기' 가속페달.. 지방 23곳에 클러스터 구축

•   파이낸셜뉴스: 공매도 재개 앞두고 CB 투자 주의보… “주가 요동칠수도”

•   아시아경제: 최정우號, 포스코 'ESG 경영' 가속도

•   아시아경제: 한화큐셀, 美 태양광 모듈 시장 1위 달성

•   이데일리(P1): [불붙은 M&A]쿠팡發 이커머스 대전에 열기 고조

•   이데일리: [단독]도시재생구역 12곳…"吳시장에게 해제 요구하겠다"

•   이데일리: 화웨이에는 '블랙스완' 있다

•   이데일리: 화웨이 韓서 13조원 샀다…"한국 기업들과 협력 강화"

•   이데일리: 매그나칩반도체 中 지분매각…기술유출 우려에도 뒷짐진 정부

•   이데일리: 픽업트럭 출시·사장 사임했지만‥반도체에 발목 잡힌 쌍용차

•   이데일리: “라이선스 비용 무료”…퀄컴 절반 가격에 5G 칩셋 주는 삼성

•   이데일리: '국내주식 확대' 논의하는 국민연금, 공언했던 실무단계 검토 생략

•   연합: 오늘 600명대 중반…내주 적용할 '거리두기 조정안' 오전 발표

•   연합: 정부, UAE와 수소 등 미래 신산업 분야로 협력 확대

•   연합: [팩트체크] 코로나19는 혈관 아닌 점막만 감염시키니 백신無用?

•   연합: 풍력발전기에 점령당한 태백 매봉산 바람의 언덕

•   연합인포맥스: 회사채ㆍCP 안정됐는데 SPV 또 연장?…코로나19 재확산이 변수

•   연합인포맥스: 조선업계도 탄소중립 동참…신재생 에너지 사용 확대

•   연합인포맥스: 건설사, 도시정비사업 1분기 수주 양호…대우·롯데 7천억 돌파

•   뉴시스: 용인시에 20MW 수소연료전지 발전소 들어선다

•   뉴스1: UNIST, 차세대 연료전지 '수소이온 정량화' 최초 성공

•   인사이트코리아: [단독] 얼마나 허술했기에 대놓고 부실공사?…삼척화력발전소 ‘규격 미달’ 자재 사용 의혹

•   에너지경제: 유엔기후총회 의장 누구길래?…한번 訪韓에 반기문·홍남기·성윤모·한정애까지 만나

•   에너지경제: 산업부 "탄소세 등 新 통상의제 대응"…산학연 ‘라운드 테이블’ 구성

•   Equipment Journal: Caterpillar packs new tech into D5, D6 and D7 dozers

•   대한경제: 대형 재개발·재건축 물량 가뭄 소규모 정비사업 갈수록 활기

※   두산건설ㆍ호반건설ㆍ한라 등 수주 활기…갈수록 경쟁 치열

•   대한경제: "선거 후 수혜업종은 건설·유틸리티·유통·기계"

•   OilPrice.com: What Caused The Saudi-India Oil Rift?

•   OilPrice.com: Big Oil Set To Return To Profit In 2021

•   OilPrice.com: Investors Rush To Oil Stocks Despite ESG Push

•   MINING.com: Value of top 50 mining companies surges $600 billion from covid lows

•   MINING.com: EV momentum ‘unstoppable’ – report

•   전자신문(P1): 프롭테크 '직접중개' 진출...'부동산판 타다사태' 오나

•   전자신문: 수소전기차 '넥쏘' 실시간 발전 전기 꺼내 쓴다

•   ZDNet Korea: 삼성·LG, 가전·스마트폰에 ESG 경영 입힌다

•   디지털데일리: 韓 인력 대거 포진…노스볼트·헝다, 배터리 사업 본격화

•   Phone Arena: iPhone 12 5G could help Apple ship record 240 million iPhones in 2021

•   DIGITIMES: Semiconductor units forecast to exceed 1 trillion devices in 2021

•   DIGITIMES: NOR flash chipmakers see more customers eager for long-term deals

[Opinions]

•   Project Syndicate(Brigitte Granville): Europe’s Complacency Trap

•   Project Syndicate(Achim Steiner): Myanmar’s Young Demand Their Future

•   FT(Editorial Board): Maintaining trust in the AstraZeneca vaccine

•   FT(Editorial Board): A step forward on global corporation tax reform

•   FT(Philip Stephens): Europe has a lot to learn from Joe Biden’s audacity

•   FT(Gillian Tett): Blockchain may change equities trading for good

•   FT(Edward Luce): Biden’s big fiscal gamble on America’s future

•   FT(Martin Sandbu): Negative interest rates have a bright future ahead of them

•   FT(Amy Kazmin): India reels from a new wave of Covid-19

•   FT(Pascal Blanqué): Inflation might be the way out of the debt crisis

•   FT(Lex): Offices: homeworking will save employers billions

•   FT(Lex): International tax: American revolution targets global winners

•   WSJ(Editorial Board): The Permanent Housing Crisis

•   WSJ(Editorial Board): New York Taxes Go Skyscraper High

•   WSJ(Kevin Hassett): The Biden Plan for Economic Sclerosis

•   WSJ(Joseph C. Sternberg): No Reopening Please, We’re British

•   WSJ(Robert M. Kaplan): Stop Taking Shots at Those Who Fear Them

•   NYT(Ezra Klein): Four Ways of Looking at the Radicalism of Joe Biden

•   WP(Editorial Board): Putin again threatens war with Ukraine. The West must be ready to respond.

•   WP(Catherine Rampell): Republicans’ unexpected rupture with corporate America

•   WP(Jennifer Rubin): Biden’s infrastructure plan seems to be selling itself

•   WP(Paul Waldman): We’re all Joe Manchin’s prisoners

•   WP(Greg Sargent): Filibuster reformers aren’t giving up on Joe Manchin just yet

•   WP(Daniel W. Drezner): The most pessimistic article I have read in 2021

•   WP(Joe Manchin): I will not vote to eliminate or weaken the filibuster

•   WP(Rob Davidson): Congrats on the vaccination. You still need to keep your mask up.

•   WP(Michael O’Hanlon): The U.S. has very little to gain by overdemonizing China

•   Bloomberg(Conor Sen): Tax Cuts Versus Big Spending Is the Debate of the Decade

•   Bloomberg(Noah Smith): Amazon Is Helping to Resurrect the Labor Movement

•   Bloomberg(John Authers): The Fed Can't Save the World Without China

•   Bloomberg(Andy Mukherjee): Indonesia’s Jokowi Wants Growth. And Something More

•   Bloomberg(Jonathan Bernstein): Biden’s Inattention to the Fed Is a Mistake

•   Bloomberg(Ramesh Ponnuru): Fauci and Walensky Can Start Being Candid

•   Bloomberg(Hal Brands): China's Arrogance Is Uniting Its Rivals Around the U.S.

•   Bloomberg(Timothy L. O'Brien): Don’t Confuse GOP’s Spat With Companies as Warfare

•   Bloomberg(Cathy O'Neil): Covid-19 Is About to Become Much Less Deadly

•   Bloomberg(Timothy Massad): Coinbase’s Small Fine Is a Big Warning to IPO Investors

•   CNN(Jeb Bush): America is failing its workforce

•   CNBC(Ron Insana): This is why higher taxes won’t incite a bear market

•   MarketWatch(Mark Hulbert): Why consumers may be in no mood to help the economy or the stock market

•   Fox Business(Larry Kudlow): With Biden's economic policy, 'jobs and businesses will suffer'

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

•   세계(필립 르포르): 수소 생산의 탈탄소화와 기술적 혁신

•   파이낸셜뉴스(주영섭): 세계적 화두 탄소중립, 기본이 중요하다