Business Intelligence Monitor 210412

(Introduction)

[Markets]

•   Global: S&P 500, Dow scale new heights, Treasury yields rise on strong inflation data

•   한국: 코스피, 외인 순매도에 7일만에 하락…3,130대 마감

•   한국: 두산그룹주 혼조, 두산퓨얼셀 4%대 상승 두산중공업 약간 하락

•   Metals: Copper heads for weekly gain despite dip on China policy fears

•   Grains: Corn eases after USDA global stocks report

[Indicators]

•   US Mar. PPI: U.S. Producer Prices Increased by More Than Forecast in March

•   US Weekly Rig count: U.S. drillers add gas rigs, hold oil rigs steady this week: Baker Hughes

•   US Q1 GDP Nowcast: Apr 09, 2021: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: Latest estimate: 6.0 percent — April 9, 2021

•   Germany·France Feb. Industrial production: Industry Suffers in Germany and France as Virus Forces Lockdowns

•   Germany Feb. Balance of trade: German exports rise in February, lifted by China trade

•   China Mar. CPI·PPI: China’s Factory Price Surge Deepens Global Inflation Worries

•   China Mar. Car sales: China Car Sales Soar to Pre-Pandemic Levels

•   한국 3월 국제금융·외환시장 동향: 韓주식 판 외국인, 채권은 20조원어치 샀다

•   한국 주간 아파트 수급동향(부동산원): 4개월 만에 서울아파트 팔자가 사자 앞질러…매수세 진정

•   한국 3월 주택가격 동향(KB): 서울서 1년간 집값 가장 많이 오른 지역 3곳은?…"노도강"

•   India FY2021 Tax collections: Direct tax collection exceeds FY-21 estimate by 4.42% at ₹9.45 lakh crore

•   India FY2021 Fuel consumption: India's fuel consumption declined to a four-year low in fiscal 2020-2021

•   India Mar. Car sales: Passenger vehicle sales remain on the road to recovery in March

•   Brazil Mar. CPI: Rising inflation complicates Brazil’s Covid-19 crisis

[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

[Calendars]

•   WSJ: Economy Week Ahead: Inflation, Retail Sales, GDP

•   FT: England’s lockdown eases, US bank results, retail data

•   Bloomberg: Watch U.S. Inflation for Hidden Price Momentum: Eco Week Ahead

[News]

•   WSJ: J&J Covid-19 Vaccine Deliveries to Drop Sharply Next Week

•   WSJ: Pfizer, BioNTech Asks FDA to Expand Use of Their Covid-19 Vaccine to Adolescents

•   WSJ: Biden Budget Outline Seeks More Money for Education, Health

•   WSJ: Vaccination Passports Are New Flashpoint in Covid-19 Pandemic

•   WSJ: Nation’s Largest School Districts Aim to Reopen Fully in the Fall

•   WSJ: Where Can You Find a New Job? Try These U.S. Cities

•   WSJ: With Economy Poised for Best Growth Since 1983, Inflation Lurks

•   WSJ: Powell Sees Economy at Inflection Point

•   WSJ: Democrats Tie Infrastructure Package to Unionization Push

•   WSJ: Biden’s Infrastructure Plan Tops Priorities as Congress Returns to Work

•   WSJ: Sen. Joe Manchin’s Bipartisanship Was Shaped by 1996 Election Loss

•   WSJ: The Other Reason the Labor Force Is Shrunken: Fear of Covid-19

•   WSJ: U.S. Faces Uphill Climb to Rival China’s Rare-Earth Magnet Industry

•   WSJ: Russia Warns of Full-Scale War in Eastern Ukraine, Blames Kyiv

•   WSJ: North Korea’s Kim Warns of ‘Arduous March’ as Economic Problems Bite

•   WSJ: China’s Covid-19 Vaccination Campaign Gets Off to Slow Start

•   WSJ: Solar-Energy Supply Chain Depends on Region Where China Is Accused of Genocide

•   WSJ: Myanmar’s Economy Is in a Free Fall, With Empty Factories, Closed Banks, Failing Internet

•   WSJ: India Faces Covid-19 Vaccine Shortage as Cases Surge

•   WSJ: The Improbable Dream of the Chinese Property Tax

•   WSJ: Defaults Fall Again, Aiding Rally in Low-Rated Debt

•   WSJ: Ten Signs Things Are Getting Back to Normal, From ‘Friends’ to Full Middle Seats

•   WSJ: Amazon Workers in Alabama Vote Against Forming a Union

•   WSJ: Amazon Vote Deals Blow to Expanding Labor Union Membership

•   WSJ: Alibaba Hit With Record $2.8 Billion Antitrust Fine in China

•   WSJ: Aramco Strikes $12.4 Billion Oil Pipeline Deal With EIG-Led Group

•   WSJ: Boeing 737 MAX Faces Fresh Inspections

•   WSJ: With Georgia Voting Law, the Business of Business Becomes Politics

•   WSJ: CEO Pay Surged in a Year of Upheaval and Leadership Challenges

•   WSJ: CEOs Plan New Push on Voting Legislation

•   NYT: Biden Creating Commission to Study Expanding the Supreme Court

•   NYT: To Speed Vaccination, Some Call for Delaying Second Shots

•   NYT: Iran Nuclear Talks Start on Positive Note in Vienna

•   NYT: Young Migrants Crowd Shelters, Posing Test for Biden

•   NYT: Biden’s Infrastructure Sales Force Knows Its Potholes and Bridges

•   NYT: Michigan’s Virus Cases Are Out of Control, Putting Gov. Gretchen Whitmer in a Bind

•   NYT: Vaccine Passports: What Are They, and Who Might Need One?

•   NYT: Trump Lashes His Enemies Anew as G.O.P. Dances Around His Presence

•   NYT: Rise of Variants in Europe Shows How Dangerous the Virus Can Be

•   NYT: Out of Trump’s Shadow, World Bank President Embraces Climate Fight

•   NYT: Complacency and Missteps Deepen a Covid-19 Crisis in India

•   NYT: Myanmar Protests, and Killings, Continue

•   NYT: Staying Afloat as Interest Rates Rise

•   NYT: My Family’s Global Vaccine Journey

•   NYT: Are NFT Purchases Real? The Dollars Are.

•   WP: In Iraq, anti-American militias not just Iran's proxies

•   WP: States delay ordering all the vaccine doses available to them despite outbreaks

•   WP: In George Floyd’s old neighborhood, Biden’s war on poverty faces a crucial test

•   WP: Kerry expected to travel to China in first visit by top Biden official

•   WP: Coronavirus vaccine technology is paving the way for a whole new approach to flu shots

•   FT: ‘This crisis is different’: the dramatic rebound in the global economy

•   FT: AstraZeneca cuts this week’s vaccine deliveries to EU by half

•   FT: Europe steps up vaccination campaigns after slow start

•   FT: China considers mixing vaccines to bolster efficacy

•   FT: Maersk warns real work to clear Suez backlog has only just begun

•   FT: Italy’s botched vaccine rollout highlights Draghi challenge

•   FT: France to offer mRNA jabs as second dose after AstraZeneca

•   FT: Merkel’s government to take powers from regions in coronavirus battle

•   FT: Söder shakes up German succession by laying claim to Merkel’s crown

•   FT: Polish minister says ‘suicidal’ to vote down EU recovery fund

•   FT: Prince Philip dies aged 99

•   FT: EU and UK edge towards accord on trade rules for Northern Ireland

•   FT: Resurgence of violence threatens to drag N Ireland back to past

•   FT: UK vows to lower cost of Covid tests to boost foreign holidays

•   FT: Brexit bites: Britons who own homes in the EU wrangle with red tape

•   FT: Ministers announce Covid testing plan to reopen travel from England

•   FT: ‘We’re running towards a cliff edge’: UK electric bus makers face survive-or-die moment

•   FT: Dissident prince resonates with public in pandemic-stricken Jordan

•   FT: UAE’s Taqa seeks to shine with solar energy push

•   FT: Iran says blackout at Natanz facility was ‘nuclear terrorism’

•   FT: Manila confronts Beijing’s ‘utter disregard’ for law in South China Sea

•   FT: Ecuadorians face stark choice in presidential election

•   FT: Montenegro calls for EU help over $1bn Chinese highway loan

•   FT: Exit of Cuba’s last Castro brings curtain down on revolutionary era

•   FT: Suspect Sanjeev Gupta invoices used in Greensill loans raise fraud concerns

•   FT: Beijing forces elite Jack Ma academy to halt new enrolments

•   FT: Wall Street investors look warily at gathering tax ‘storm’

•   FT: Spac boom under threat as deal funding dries up

•   FT: Borrowers tap hot ESG demand to sell green bonds at a premium

•   FT: Carney’s stumble at Brookfield intensifies focus on ‘net zero’ claims

•   FT: Will US stimulus payments lead to a surge in retail spending?

•   FT: Late frost to wreak havoc on French wine production

•   FT: ‘People are on pins and needles’: the Chauvin trial and race in America

•   FT: China’s wolf warriors refuse to back down

•   Bloomberg: Blinken Warns China on Taiwan Encroachment, Russia on Ukraine

•   Bloomberg: Inflation Is the Only Signal That the Post-Covid Boom Will Heed

•   Bloomberg: Don’t Lend Our Government, Debt-Weary Kenyans Demand of IMF

•   Bloomberg: U.S. Growth Expectations Keep Mounting With Bigger Tailwind

•   Bloomberg: China Approves Third Sinopharm Covid Vaccine for Clinical Trial

•   Bloomberg: Economy’s Real-Time Indicators Signal Even Stronger U.S. Rebound

•   Bloomberg: Vaccine Requirements Spread in U.S., Sowing Concern on Overreach

•   Bloomberg: Clarida Says Fed Awaits ‘Hard Numbers’ on Jobs, Prices for Move

•   Bloomberg: Buying a House: Home Prices Soar in U.S. Market Where Demand Outpaces Supply

•   Bloomberg: Larry Summers Says New York’s Millionaires Tax to Backfire Without SALT Repeal

•   Bloomberg: Italy PM Mario Draghi Rushing Through Plans to Borrow Up to $48 Billion

•   Bloomberg: ECB Steps Up Warnings to EU Not to Delay Joint Recovery Stimulus

•   Bloomberg: Brexit Britain’s Biggest Test Might Be the Ability to Survive

•   Bloomberg: Myanmar Crisis Looms With Fitch Warning Economy Will Shrink Up to 20%

•   Bloomberg: Iraq Says It Now Has More Than $60 Billion of Foreign Reserves

•   Bloomberg: Peru Votes for President After Months of Chaos and Scandal

•   Bloomberg: Biggest Copper Nation Says Production Decline Is Just a Blip

•   Bloomberg: Growing Thai Outbreak Could Threaten Tourism Re-Opening Plan

•   Bloomberg: Didi Chuxing Has Filed Confidentially for U.S. IPO

•   Bloomberg: ‘Mother of All Recoveries’ Ignites Bullish Trades Across Europe

•   Bloomberg: World’s Top Pension Fund Treads Water as ESG Picks Up Pace

•   Bloomberg: Asia’s Positive Stock Outlook Is Clouded by Chinese Selloff

•   Bloomberg: Stock Bulls Bet It All on Earnings Guesses With Troubled Record

•   Bloomberg: Fed Looks Poised to Step Up Buying in Belly of Treasuries Curve

•   Bloomberg: Microsoft (MSFT) Is in Talks to Buy Nuance (NUAN)

•   Bloomberg: Arm Battle With China CEO Escalates, Complicating SoftBank Sale

•   Bloomberg: TSMC Quarterly Sales Rise 17% After Surge in Chip Demand

•   Bloomberg: Record Alibaba Fine Shows China’s Big Tech Can’t Fight Back

•   Bloomberg: Renewables Buildout to Fall Short of Biden’s Climate Goal

•   Bloomberg: Hong Kong Looks to the Sea for Clean Energy in Land-Starved City

•   Reuters: South African variant may evade protection from Pfizer vaccine, Israeli study says

•   Reuters: J&J COVID-19 vaccine under EU review over blood clots

•   Reuters: COVAX aims to deliver one-third of a billion COVID-19 vaccine doses in H1 - GAVI

•   Reuters: AstraZeneca says it had positive meeting with EU over vaccine row

•   Reuters: How worried should we be about links of blood clots to AstraZeneca's vaccine?

•   Reuters: The right path' - Chile defends Sinovac use amid fresh efficacy questions

•   Reuters: Biden to meet with U.S. lawmakers Monday on infrastructure plan

•   Reuters: EU proposes six-month tariff freeze with United States - Der Spiegel

•   Reuters: German plant aims to make up to 10 million doses of Sputnik V vaccine monthly by year-end

•   Reuters: UK nears 40 million first and second vaccine doses

•   Reuters: Exclusive-U.S. considering cash payments to Central America to stem migration

•   Reuters: Exclusive: China's antitrust regulator bulking up as crackdown on behemoths widens

•   Reuters: India's daily COVID-19 cases rise to record for fifth time this week

•   Reuters: Brazil sets record daily COVID-19 death toll, Senate to probe Bolsonaro government's response

•   Reuters: Dutch earmark $400 mln for green hydrogen development

•   Reuters: CATL takes stake in China Moly cobalt mine for $137.5 million

•   Reuters: Reality check for copper bulls as Chinese demand growth slows

•   Reuters: Analysis: Russian military buildup raises stakes as fighting in Ukraine intensifies

•   Reuters: Analysis: Investors keep faith in U.S. value stocks as tech roars back

•   AP: Brazil's virus outlook darkens amid vaccine supply snags

•   AP: EXPLAINER: What is behind the latest unrest in N Ireland?

•   CNN: Bitcoin mining in China could soon generate as much carbon emissions as some European countries, study finds

•   CNBC: IMF raises Middle East growth forecast, recovery will be 'divergent'

※   IMF: Regional Economic Outlook: Arising from the Pandemic: Building Forward Better

•   CNBC: WHO says more than 87% of the world’s Covid vaccine supply has gone to higher-income countries

•   CNBC: Lagarde sees strong rebound for EU economy in second half, expects U.S. to meet inflation goal soon

•   CNBC: White House to host Google, Intel CEOs to discuss chip supply chain

•   CNBC: Google Pixel 5a not canceled, Google says

•   CNBC: Five industrial stocks to play Biden’s infrastructure plan

•   CNBC: Why cheap stocks like Micron could post surprising results

•   MarketWatch: How much higher will this bull market go?

•   Axios: Exclusive: Google urges Biden to work with EU on tech and trade

•   SCMP: China expects to produce 3 billion doses of Covid-19 vaccine by the end of the year

•   SCMP: US announces new policy encouraging government ties with Taiwan officials

•   SCMP: US-China relations: military tensions continue to rise over Taiwan

•   SCMP: US navy warns China ‘we’re watching you’ as destroyer shadows Liaoning carrier group

•   SCMP: American Rescue Plan: US stimulus seen widening trade deficit that sparked Trump’s trade war with China

•   SCMP: Russia and China thwarting international response to Myanmar crisis, says EU foreign policy chief Josep Borrell

•   SCMP: Global corporate tax plan gains momentum as nations seek post-pandemic windfall, but will poor countries lose out?

•   SCMP: US-China tech war: Washington intensifies pressure on Beijing in proposed new policy of ‘strategic competition’

•   SCMP: Beijing orders five Chinese cities including Guangzhou, Dongguan to rein in their runaway house prices

•   SCMP: Chinese steel production powers ahead despite curbs in industry’s heartland

•   SCMP: China’s central bank should be more like the Fed, top researcher says

•   Global Times: China’s economy, industry to benefit from corporate tax cut, especially of SMEs: analysts

•   Nikkei Asia: Japan decides to release water from Fukushima plant into sea

•   Nikkei Asia: Tokyo, Kyoto and Okinawa told to step up COVID-19 measures

•   Nikkei Asia: Chipmaker Renesas restarts operations at clean room hit by fire

•   Nikkei Asia: Japan snap election on ice as Suga faces autumn deadline

•   Nikkei Asia: New Tokyo Stock Exchange chief all in for ESG but wary of SPAC boom

•   Nikkei Asia: Toshiba waits on more clarity over CVC buyout offer

•   Nikkei Asia: CVC to enlist Japanese companies in Toshiba takeover bid

•   Nikkei Asia: Japan and India to hold 2-plus-2 talks with eye on China

•   Nikkei Asia: Bucking trend, Japan to keep coal power plants under tougher rules

•   Nikkei Asia: Birthrates tumble worldwide, clouding post-pandemic prospects

•   Nikkei Asia: Despite its limits, human rights diplomacy should be pursued

•   Mainichi: Car sharing, 'subscriptions' expand in Japan as vehicle ownership loses its shine

•   Mainichi: COVID-19 variants could drive economic hit on Tokyo up by $36 bil.

•   Mainichi: Tokyo Gas to install 19 offshore wind turbines in carbon-free push

•   Mainichi: Kuroda becomes 2nd-longest serving BOJ chief amid challenges

•   Economic Times: View: QE or not QE? That is the question after RBI makes a move

•   Economic Times: India to review COVID-19 vaccines after blood clot warning, says report

•   Economic Times: Local curbs, fear of lockdown spur another exodus of migrant workers

•   Economic Times: Second Covid wave raising risks for India’s banking sector, says Fitch

•   Economic Times: Not even fear of COVID-19 can disrupt protest, say agitating farmers

•   Economic Times: Mutants, sluggish vaccine drive, carelessness: Add them and you get India's Covid surge, say top scientists

•   Economic Times: COVID-19: A year on, India's situation grimmer with 'more infectious' variants, surge in cases

•   Economic Times: Banks slowly warming up to NBFC lending

•   Mint: Covid-19 vaccination: India administers more than 10 cr doses so far

•   Business Standard: India, China agree to maintain stability at LAC, avoid any new incidents

•   Business Standard: India to have 5 more COVID vaccines by Oct, Sputnik may get emergency use nod in 10 days

•   Hindustan Times: The Number Theory: State of economy amid Covid-19 surge

•   매경(P1): 올해 16조 팔아치운 국민연금…7조 보유여력 생기나

•   매경: 국민연금, 당장 팔아야할 주식 줄어…대형주 수급 '숨통'

•   매경: 삼성전자 SK하이닉스 LG화학, 과거 연기금이 팔아치운 대형주

•   매경(P1): 반도체 품귀현상에 싸고 좋았던 샤오미 마저 가격 '쑥'

•   매경: 美·EU 반도체에 수십조 푸는데…韓, 특정산업 지원법 난색

•   매경: 국내 가전도 원가상승·생산차질 이중고 직면

•   매경: 丁총리, 11일 이란 방문…한국기업 재진출 물꼬 튼다

•   매경: 부동산 성난 민심 보고도…홍남기 '전월세 신고제' 고집

•   매경: 4년 제자리 걸음 '사용후 핵연료委' 공식 해체

•   매경: TV 특수맞은 日…LG "올레드로 정면승부"

•   매경: 현대차 아이오닉5 구매자 어쩌나…전기차보조금 '간당간당'

•   매경: 미중 반도체 전쟁…개미, 삼성전자 팔고 TSMC사고

•   매경: [유가증권시장 공시] 케이씨텍 / 두산퓨얼셀

•   매경: "오세훈, 강북 재개발 속도…주택매수 서두를 필요없어"

•   매경(P1): [단독] 석탄발전 수출, 이젠 금융지원 없다

•   매경: "석탄발전 자금줄 막히면 수출 직격탄" 발전업계 초비상

•   매경(P1): 서울시·제주도 "공시가격 재조사"

•   매경: 오세훈 원희룡 "서울 제주 공시가격 재조사할 것"

•   매경: 여당 부동산정책 브레인도 "공시가 곳곳에 오류"

•   매경(P1): 박원순 서울시, 시민단체에 5년간 7000억 지원

•   매경: [단독] 카카오, 북미 최초웹툰 타파스 인수…美서 네이버와 격돌

•   매경: 다급한 당정 '종부세 속도조절' 만지작…586 지도부는 요지부동

•   매경: 北, SLBM 도발하나…잠수함기지 움직임 포착

•   매경: 美, 한국에 脫탄소 압박…22일 감축목표 발표 주목

•   매경: 서민들 내년엔 대출 받기 더 어려워진다

•   매경: 무선업데이트·배터리…현대차 구독경제 씽씽

•   매경: 삼성, 백악관서 반도체회의…미국 내 공장 투자 빨라지나

•   매경: 삼성·LG, 프리미엄 가전 2분기도 '쾌청'

•   매경: 배터리분쟁 해결…LG엔솔 SK이노 주가 어떻게되나

•   매경: 재생에너지·클라우드…혁신산업 ETF랩에 '뭉칫돈'

•   매경: 금리상승 전에…기업 회사채 발행 급증

•   매경: 1분기 이어 2분기에도 실적 개선 주목 기업은?

•   매경: "입주권 평생 없다고?"...변창흠 공공개발 빌라촌 주민 반발 확산

•   매경: [ESG 투자] 환경·책임·투명경영 'ESG'…착한 투자가 돈 불려준다

•   매경: 새 투자처 고민된다면…지금 당장 ESG투자상품 올라타라

•   매경: "친환경 투자가 대세…ESG채권펀드·2차전지ETF 관심을"

•   한경(P1): 글로벌 법인세 전쟁…'세금뺏기' 시작됐다

•   한경(P1): 美 법인세 공세에 기재부 비상…"해외 사업장 많은 韓에 불리"

•   한경: '증세 타깃' 된 다국적 기업…美 제안에 獨·佛·IMF도 환영

•   한경: 기업들 "해외 판매·가격 전략 다시 짜야하나" 초긴장

•   한경(P1): "틀어막기식 거리두기 한계"…정부방역 각 세운 오세훈

•   한경: 한전·발전자회사 사장 내주 결정

•   한경: 그랜저·쏘나타 생산 일시중단

•   한경: "그랜저는 세금 50만원…1억짜리 테슬라는 왜 10만원 내나"

•   한경: "LG폰 450원"…통신사들 막바지 재고떨이

•   한경: 코스피 3000 돌파 후 주식 뛰어든 개미들 30조 물렸다

•   한경: "규제 완화될까?"…오세훈 당선에 잠실·삼성·대치·청담 '들썩'

•   한경: "집값 거품 걱정"…각국 금리 카드 만지작

•   한경: 1년만에 800%↑ 두산퓨얼셀, 수소 확대 바람타고 '재도약' 나설까

•   한경(P1): LG-SK 2조 합의 배터리戰 마침표

•   한경: 거부권 부담 큰 美, 타협 압박…바이든 "미국 車업계의 승리"

※   한경: 이날 회동은 공식적으로는 박용만 두산인프라코어 회장이 대한상공회의소 회장에서 물러난 것과 관련해 감사의 마음을 전하는 자리

•   한경: LG-SK 2조 합의…K배터리 위기감에 '윈윈' 택했다

•   한경: 2년간 난타전 벌인 LG-SK…'인력 유출' 갈등이 불붙였다

•   한경(P1): 현대모비스·LG전자·네이버 'ESG경영 톱3'

•   한경: "진짜 착한 기업 되려면…친환경 경영에 실적도 뒷받침돼야"

•   한경: ESG 걸음마 뗀 기업들…담당인원 10명도 안 돼

•   한경: ESG 점수 높으면 돈도 잘 번다

•   한경: 네이버-지배구조, 현대모비스-환경, LG전자-상생에 강했다

•   한경: 韓기업 상황에 딱 맞춘 '한국형 ESG 첫 모델'

•   한경(P1): 오세훈의 서울시 '재건축 기준 완화' 추진

•   한경: "향후 5년간 보유세 2배로 늘어…이번 선거는 조세저항의 예고편"

•   한경: 청년·실수요자에 대출 규제 완화할 듯

•   한경: "벽화그리기에 1000억 쓰면 뭐하나, 우리도 재개발 하겠다"

•   한경: 이재갑 "중대재해법 모호한 규정, 기업 의견 수렴해 빨리 명확히 할 것"

•   한경: 이재갑 "최저임금 인상, 긍정적·부정적 측면 같이 놓고 봐야"

•   한경: "소비자 정보 확보하자"…각자도생 나선 기업들

•   한경: 카드사 "빅데이터 팝니다"…돈 되는 미래 먹거리로 급부상

•   한경: 韓 주식 5개월 만에 최장 순매수…외국인이 돌아왔다

•   한경: 韓 주식 비중 11%… MSCI 신흥국 ETF, 열흘새 20억弗 유입

•   한경: "삼성전자 투자 망할 일 없다고? '올인'하면 큰코다친다"

•   한경: 기업 절반 이상 "올 투자계획 없거나 축소"

•   한경: 중소기업 60% "하반기 신규채용하겠다"

•   한경: "'비슷포크' 쏟아져도 괜찮아"…원조 삼성전자의 자신감

•   한경: 쌍용차 법정관리…이번주 개시될 듯

•   서경(P1): [단독] 제동 걸린 '박원순표 역세권 청년주택'

•   서경(P1): [심희정의 컨슈머 인사이트] 사적 공간서 노출 공간으로···보여줘! 홈즈

•   서경: 삼성·현대차 현지 稅부담 가중···'1.8兆 탄소세'도 째깍째깍

•   서경: 가계빚 부담에 금리인상 시점 놓칠 수도

•   서경: 은성수 "가계부채 대책 큰 틀은 안정화... 청년층 혜택 고민"

•   서경: 이석희 SK하이닉스 대표 "日기옥시아 투자금 회수계획 없다"

•   서경: [마켓브리핑] 인프라코어 매각 앞둔 두산重, 350억 원 단기자금 조달

•   서경(P1): 제조업 가동률 10년째 뚝···추락하는 韓 기업

•   서경: "반도체 이후 먹거리 안갯속"...경기하강 겹쳐 실업난 부채질

•   서경(P1): 구멍 뚫린 가계부채 관리···DSR서 최소 100조 빠져

•   서경: "美 물가 상승 너무 빨라"···한은 '인플레 확산' 경고

※   한국은행: 해외경제 포커스(제2021-13호)

•   서경: 기업 91% 재택근무 시행···"생산성은 정상 출근의 83%"

•   서경: 美·유럽 '미래車 SW' 사활거는데···한국은 인력·투자 '가뭄'

•   서경: 치솟는 철강재 가격···열연강판 13년만에 톤당 100만원 돌파

•   서경: [단독] 소유권 넘길 때마다···'2·4 공급대책' 취득세 폭탄

•   서경: 오세훈, 지하철 요금 7년만에 올리나

•   조선(P1): 미국, 反中 연합전선에서 한국 뺐다

•   조선(P1): 우리도 버핏처럼… 투자사로 변신한 지주사

•   조선: ‘홀딩스’ 이름 뺀 SK… 인수 리스트 뽑은 LG

•   조선: 투자형 지주회사, 투자기업 실적따라 꼬리가 몸통 흔들수도

•   조선: 北, 장마당 봉쇄 시도 석달만에… 주민 반발 심해 포기했다

•   조선: 부당해고 구제신청 1만5000건… 文정부 들어 급증

•   조선(P1): [NOW] 몸값 1조원 유니콘기업, 자고나면 생긴다

•   조선: 국민연금 주식보유 비율 확대, 장기적으론 증시에 악재

•   조선: 만성적자 공무원·군인연금… 세금 땜질 ‘4조→5조→9조’ 커진다

•   조선: MB·朴정부 이후 군인·공무원연금 개혁 실종

•   조선: [단독] NASA가 호평한 신안 염전… 그 한구석을 뒤덮은 태양광

•   조선: “현대차와 자율주행 공동 개발, 구글보다 경제성 높다”

•   조선비즈: 글로벌 법인세 최저세율 환영하는 정부의 속내는?…법인세 감면 축소 가능성도

•   조선비즈: [르포] "재건축 힘들 것. 우리도 안다" 서울시장 바뀌어도 담담한 목동

•   조선비즈: [단독] 5G망 깔리지도 않았는데…정부, 자화자찬 ‘5G 백서’ 내놓는다

•   조선비즈: "오세훈이 해제해도 변창흠이 재지정하면 그만" 강남권 토지거래허가제 운명은

•   조선비즈: [단독] 금융지주 ESG 성적표 살펴보니… 신한·우리 ‘미흡’

•   조선비즈: 작년 단기금융시장 363.2조원…코로나로 성장세 둔화

•   조선비즈: 차량용 반도체 쇼크에… 시험대 오른 '적기(Just In Time) 생산' 방식

•   조선비즈: 현대제뉴인, 현대重그룹 건설기계 중간지주사로

•   중앙(P1): “4차 유행 초기”라면서 거리두기는 유지, 어정쩡한 정부

•   중앙: “젊은층 혈전 위험·접종 이득 비슷” AZ 백신 딜레마

•   중앙: 한강변 10억 껑충…“결국 재건축 고삐 풀어야 집값 안정”

•   중앙: 오세훈 ‘유흥업소 자정까지 영업’ 실험에 난색 표한 정은경

•   중앙: [단독]한국 백신접종률, 1주일 늦은 르완다보다도 낮다

•   중앙: “정부, 회사 밥까지 간섭하나” vs “빅5 단체급식 독점 깬 것”

•   중앙: 삼성, 태블릿도 폴더블

•   중앙: 전셋값보다 4억원 싸다? 들쭉날쭉 실거래가

•   동아(P1): 한국 첫 자체개발 전투기 ‘KF-21 보라매’ 첫선

•   동아: 연간 1조개 생산 ‘산업의 쌀’ 반도체, 왜 부족할까

•   동아(P1): 文, 이번주 丁총리-洪부총리 교체… 정무수석 등 靑 참모진도 바꿀 듯

•   동아: 주초 靑참모진부터 물갈이… 홍남기 포함 경제부처 대거 개각 유력

•   동아(P1): [단독]아스트라 12일부터 다시 접종… 30세 미만은 제외

•   동아: “백신 맞으면 감염확률 7분의 1로 줄어… 30세이상 접종이 더 이득”

•   동아: 30세미만 64만명 접종 3분기로 미뤄질듯

•   동아: [단독]오세훈-안철수 ‘서울시 공동정부’ 신경전

•   동아: “한국, ICT-기타산업 수출 경쟁력 격차 심화”

•   동아: 기후조작 실험… 온난화 탈출 열쇠냐, 또다른 재앙이냐

•   동아: 효과 10배 뛰어나고 값도 저렴… 형보다 나은 ‘차세대 백신’ 온다

•   문화(P1): 美의회, 대북전단법 청문회 15일 개최

•   문화: 전단법이 美 ‘北인권프로그램’ 걸림돌 판단… 文정부 공개 압박

•   문화: “AZ백신 접종한 의료진의 90.9%가 이상반응 겪어”

•   문화: 적자 수소충전소 12곳… 환경부 1억원씩 지원

•   한국: [정소영의 AI이야기] 서빙로봇은 어떻게 내 식탁을 찾아올까

•   한국(P1): “美 설리번, 서훈에 한국 ‘쿼드’ 참여 강하게 요구” 요미우리 보도

•   국민: 자율주행·인포테인먼트… 자동차도 전자제품 시대

•   세계: “썩지 않는 플라스틱은 가라”… 재활용 소재 발굴 나선 기업들 [심층기획]

•   세계(P1): 일본, ‘후쿠시마 오염수’ 방류한다

•   한겨레: 코로나와 기후위기, 누가 ‘열쇠’ 찾을까

•   경향: ‘반도체 호황의 딜레마’ 온실가스 배출은 어쩌나

•   머니투데이: “재판만 최소 3번”...‘구글 VS 공정위 전쟁’ 28일 시작된다

•   머니투데이: '오세훈 업무보고' 시작…서울시 실국장 떨고 있는 이유는

•   머니투데이: 국민연금 국내 주식 비중 확대…여유 생긴 업종은 어디?

•   머니투데이: 외국인 순매수·어닝 서프라이즈…호재 넘치는 증시

•   머니투데이: 그룹 미래 달렸다…총수들이 직접 챙기는 '에너지 화폐'

•   헤럴드경제(P1): 세계는 지금 ‘스카이 워’ [헤럴드 뷰]

•   헤럴드경제: “1700조 시장 열린다”...글로벌 완성차업계도 UAM 이륙 ‘시동’ [헤럴드 뷰-세계는 지금 ‘SKY WAR’]

•   헤럴드경제: ‘뉴 스페이스’ 시대...‘K-우주’ 기업들 큰 꿈 꾼다 [헤럴드 뷰-세계는 지금 ‘SKY WAR’]

•   헤럴드경제: 글로벌 車 노사 손잡고 달릴 때…韓 노조, 철밥통 되레 키웠다 [Shape New Korea ⑦한국 제조업 노조]

•   헤럴드경제: ‘대항권·구체지침’ 모두 외면…현장갈등 부추기나 [Shape New Korea ⑦한국 제조업 노조]

•   파이낸셜뉴스: 기재부 관료 출신들이 경제정책 마무리… 핵심 브레인이 없다 [재보선 후폭풍]

•   파이낸셜뉴스: 제재 안먹히는 미얀마 군부 '땃마도'… 세개의 절대반지 있다 [글로벌 리포트]

•   파이낸셜뉴스: 美 '세컨더리 보이콧' 꺼낼라… 미얀마 진출 韓 금융·에너지기업 초비상 [글로벌 리포트]

•   파이낸셜뉴스: 금융사 작년 8조원 ESG채권 발행… 2년새 15배 늘었다

•   파이낸셜뉴스: 비트코인 때문에… PC값 ‘폭등’

•   파이낸셜뉴스: "이르면 6월 전자계약 도입… 집도 앱으로 거래하는 시대 온다" [인터뷰]

•   파이낸셜뉴스: "ESG는 리스크 아닌 기회… 준비 서두른 기업 신사업 열린다"

•   아시아경제: 수입물품 안쓰거나 입주 안해…조세특례 줬는데 투자 실적 '전무'

•   아시아경제: "타협의 산물?" 애물단지 된 조세특례…일몰연장 70%

•   아시아경제: [르포]‘선거 하루 만에’… 여의도·압구정 재건축 단지 호가 2~3억 훌쩍

•   아시아경제: SK하이닉스, 인텔 낸드 인수로 사업 안정성↑…신평사도 '엄지척'

•   아시아경제: 규제완화에 들썩이는 재건축…'리모델링' 영향은

•   아시아경제: [인터뷰] "유럽도 멈춘 현금복지…일자리만이 해법이다"

•   디지털타임스(P1): 주식 `슈퍼리치` 2800명… 4명 중 1명은 개인투자자

•   디지털타임스(P1): 10여개 대기업집단 총수 대거 바뀐다

•   디지털타임스: "국가 제조경쟁력 높이려면 신재생에너지 공급망 필요"

•   이데일리(P1): '인재 태부족'…반도체전쟁 손발묶인 韓

•   이데일리: 반도체 패권경쟁 본격화…업계 “인력 양성” 촉구

•   이데일리: 특별법 제정 Vs 종합대책 마련…반도체 육성 업계·정부 온도차

•   이데일리: "반도체 인력 유출 막으려면 역량 펼칠 환경 조성해야"

•   이데일리: 한은 금리 인상 빨라지나 …11명 중 5명 "내년엔 올린다"

•   이데일리: "인기 차종 생산 공장도 멈춰" 반도체 대란에 車업계 '속수무책'

•   이데일리: 시선은 벌써 2분기 실적으로…1분기보다 더 개선될 종목은?

•   이데일리: 고양 대곡 or 화전·김포 고촌·하남 감북…신규택지, 어디로?

•   연합: 휴일 검사건수 감소에 오늘 600명 아래…오후 특별방역대책 발표

•   연합: 원안위, 반기별로 고리·한빛 3·4호기 안전성증진 이행 점검

•   연합: "블루수소 생산가격 10년 내 회색수소보다 저렴해질 것"

※   Hydrogen Council: Hydrogen Insights 2021

•   연합: "불과 1.2㎞ 떨어진 해상에 풍력발전소라니"…해운대 주민 반발

•   연합: 두산家 4세 박중원, 사기죄 징역 1년 4개월 확정

•   뉴스핌: [Tech 스토리] '수소차 세계 1위 한국' 아직도 수소차가 무섭다고?

•   뉴스1: [이슈백블]문대통령이 극찬한 바닷바람에 지역이 들썩인 이유는?

•   뉴스1: [단독]전·월세 신고제 시범사업 대상지에 '서울' 들어간다

•   아주경제: "CO2를 모아라"...석유화학·철강 CCUS기술 개발 박차

•   더구루: 두산, 美 시카고 물류산업전시회 참석…판매 확대

•   비즈니스포스트: 두산인프라코어 중국 현지화전략 대성공, 손동연 신흥국으로 이식

•   글로벌이코노믹: 두산重, 440조 원 대 원전 해체 시장서 기지개

•   머니S: 고개 드는 부동산 버블론… 올 9월 '121조 대출만기' 괜찮나?

•   머니S: 무자본 M&A 타깃 된 건설… “사모펀드여서 반대하는 건 아니다”

•   더팩트: 대폭 줄어든 두산 연봉…5억 이상 받은 임원들, 대부분 퇴직금

•   reNews: US renewables growth 'not enough' to meet low carbon goal

•   Renewables Now: Nel, Wood to work together on large green hydrogen projects globally

•   에너지경제: <사고>‘에너지포럼 2021’ 오는 28일 개최

•   에너지경제: “정부, 국내 RE100 확산 위해 참여 기업 적극적 지원해야”

•   이투뉴스: REC 거래시장 5월부터 월 2회 개설 유력

•   이투뉴스: 폐염전 태양광에서 그린수소까지…중부발전, 탄소중립에 사활

•   KHL: Volvo to use “fossil-free steel” for vehicles and machines

•   For Construction Pros: Rental Revenue Down 0.5 Percent in Q1, Says Baird/RER Survey

•   대한경제: 코로나19發 재계 서열 지각변동 예고…“활발한 M&A, 순위 다툼 치열”

•   대한경제: 오세훈 시장 귀환에…은행권 인프라 PF도 기대감 ‘솔솔’

•   대한경제: [이슈진단] 하반기 제조업 ‘대란’ 우려…떨고 있는 산업계

•   대한경제: [이슈진단] ‘인상 초읽기’에 들어간 전기요금…3분기 인상 확실시

•   대한경제: [이슈진단] 연료비 연동제 출발부터 논란 확산…하반기 인상 불가피

•   OilPrice.com: Will U.S. Shale Trigger Another Oil Price Crash?

•   OilPrice.com: Qatar Could Throw A Wrench In America’s Ambitious LNG Plans

•   OilPrice.com: How The U.S. Could Benefit From Australia’s Trade Spat With China

•   OilPrice.com: Many Drilled U.S. Wells Will Never Be Completed

•   OilPrice.com: Will Vision 2030 Impact Saudi Arabia’s OPEC Strategy?

•   MINING.com: In the midst of a presidential election, Peru mining sector reports mixed results

•   MINING.com: Biden’s EV plan would create bull conditions for energy metals — report

•   MINING.com: Coal output from top 10 miners to increase by up to 6.6% in 2021 – report

•   전자신문(P1): 삼성전자-LGD, OLED 공급 협상…디스플레이·TV 판도 변화 예고

•   전자신문: [뉴스줌인] 삼성-LG, OLED 공급 성사 가능성은

•   전자신문: 정부 '산업혁신 대도약' 목표 중장기 로드맵 세운다

•   전자신문: 삼성 '반도체 장비 수급' 사활…美 AMAT·램리서치 찾아 담판

•   Phone Arena: Budget Samsung Galaxy Z Fold Lite may not arrive this year

•   Phone Arena: The global chip shortage has finally hit Apple

•   Robot Report: The Evolution of RE2 Robotics

•   로봇신문: KT, AI 호텔 로봇ㆍAI 서빙 로봇 선봬

•   산업일보: 드론, 건설·농업·방산…적용 분야 확대

•   물류신문: 중국 내 물류활동, 3월 들어 증가세

[Opinions]

•   Project Syndicate(Robert Muggah): The Geography of Pandemic Effects

•   Project Syndicate(Lindsay Coates, John Floretta): How to Stop the Poverty Pandemic

•   Project Syndicate(John Andrews): What’s Behind Jordan’s Palace Intrigue?

•   Project Syndicate(Megan Greene): How the Fed Could Go Green Faster

•   Project Syndicate(Dani Rodrik): Biden Must Fix the Future, Not the Past

•   FT(Editorial Board): A one-off levy will not solve deficit troubles

•   FT(Editorial Board): Amazon’s battle with unions is far from over

•   FT(Editorial Board): UK must act to counter Northern Ireland violence

•   FT(Editorial Board): Boycotting Beijing 2022 is not the answer

•   FT(Rana Foroohar): Why manufacturing matters to economic superpowers

•   FT(Ruchir Sharma): Technology will save emerging markets from sluggish growth

•   FT(John Gapper): Shoppers are paying high prices for closing borders

•   FT(Martin Sandbu): A new Washington consensus is born

•   FT(Tony Barber): Peace in Northern Ireland needs its guarantors

•   FT(Robert Armstrong): The Nope theory to explain volatility in equity markets

•   FT(Michael Mackenzie): Markets test how far to price in an economic boom

•   FT(John Dizard): Historic pandemics data provide warning for owners of capital

•   FT(Tim Harford): Could Covid help us tackle climate change?

•   FT(DeAnne Julius): Biden’s global corporate tax plans are brave and bold

•   FT(Dambisa Moyo): Hasty, imperfect ESG is not the path for business

•   FT(Melinda Mills): People struggle to assess risk, especially in a pandemic

•   FT(Leke Oso Alabi): A Green New Deal must put people first

•   FT(Lex): Coronavirus/cash: why the public is using less but hoarding more

•   FT(Lex): Best of Lex: automation, innovation, exaggeration

•   WSJ(Editorial Board): About That Tax ‘Race to the Bottom’

•   WSJ(Editorial Board): The GOP’s Trump Problem

•   WSJ(Editorial Board): Biden’s Surge at the Southern Border

•   WSJ(Editorial Board): Amazon Workers Reject a Union

•   WSJ(Editorial Board): A State Lockdown Accounting

•   WSJ(Editorial Board): Targeting the U.S. Senate

•   WSJ(Editorial Board): Inflation Arrives. Is It ‘Transitory’?

•   WSJ(Scott Gottlieb): The Case for Vaccine ‘Passports’

•   WSJ(Michael George DeSombre): America’s Oldest Asian Ally, Overlooked

•   WSJ(David Trimble): The EU Plays Politics With Northern Ireland

•   WSJ(Oleksii Reznikov): Reject Nord Stream 2 Once and for All

•   NYT(Editorial Board): ‘Maximum Pressure’ on Iran Has Failed

•   NYT(Paul Krugman): Biden, Yellen and the War on Leprechauns

•   NYT(Paul Krugman): Krugman Wonks Out: Why Was Trump’s Signature Policy Such a Flop?

•   NYT(David Brooks): The Heart and Soul of the Biden Project

•   NYT(Steven Rattner): Biden’s Big Government Should Be Handled With Care

•   WP(Editorial Board): Putin is slowly murdering Alexei Navalny. Here’s how the U.S. can save him.

•   WP(Jennifer Rubin): Republicans made a foolish bet on the Biden agenda

•   WP(Jennifer Rubin): The filibuster gives Joe Manchin cover to do nothing

•   WP(Kathleen Parker): In another time, Manchin might be considered a hero

•   WP(Josh Rogin): The wrong way to fight vaccine nationalism

•   WP(Fareed Zakaria): A new key to covid success: Not states but societies

•   WP(Jonathan Capehart): Joe Manchin’s elusive hunt for a pony named ‘bipartisanship’

•   WP(Kate Crawford): Amazon’s union vote could be a harbinger for the future of work

•   WP(Evelyn N. Farkas): Putin is testing Biden on Ukraine. Here’s what will keep him in check.

•   WP(Ian Bateson): How the pandemic turned German politics upside down

•   WP(Kevan Q. Malone): Trump’s border wall belongs to Biden now

•   WP(Michele L. Norris): Why corporate America is declaring independence from the GOP

•   Bloomberg(Daniel Moss): The Yellen Doctrine Says America's No. 1 But Wants to Bring the World Along

•   Bloomberg(Justin Fox): The Comeback of the Bottom Half

•   Bloomberg(Tyler Cowen): Libertarianism Isn’t Dead. It’s Just Reinventing Itself.

•   Bloomberg(Noah Smith): Defining 'Infrastructure' Is a Nonsense Argument

•   Bloomberg(Mac Margolis): Argentina Can’t Afford to Delay Economic Reforms

•   Bloomberg(Brian Chappatta): Would Punishing Panic Sellers Doom Bond Mutual Funds?

•   Bloomberg(John Authers): Bitcoin Is Displacing Gold as an Inflation Hedge

•   Bloomberg(Robert Burgess): The Number of the Week Is 4,100

•   Bloomberg(Andy Mukherjee): India’s Central Bank Says ‘Boo.’ Carry Traders Faint

•   Bloomberg(Liam Denning): Biden Fights a New Cold War With Solar Panels

•   Bloomberg(Julian Lee): There’s a Lot of Unused Oil Stored Up Around the World

•   Bloomberg(Jonathan Bernstein): Biden’s Approval Rating Is Remarkably Flat

•   Bloomberg(Timothy L. O'Brien): Biden Needs to Respond to Russian Hacking

•   Bloomberg(Lionel Laurent): It Really Is Back to the Office This Time

•   Bloomberg(Clara Ferreira Marques): Canada Is a Test of Climate Ambition

•   Bloomberg(Clara Ferreira Marques): Yuri Gagarin: Elon Musk Leaves Putin Stranded on Earth in Today’s Space Race

•   Bloomberg(Leonid Bershidsky): Putin’s Ukraine Gambit Is About Gaining Attention, Not Territory

•   Bloomberg(Tim Culpan): If Only Alibaba's $2.8 Billion Fine Were as Straightforward as Qualcomm's

•   Bloomberg(Stephen L. Carter): International Travel Won’t Rely on Fancy Vaccine Passports

•   Bloomberg(Claudia Sahm): Fears of a Too Hot Economy Ignore Racial Inequality

•   Bloomberg(Karen E. Young): Jordan’s Royal Rift Underlines Its Need For Reform

•   Bloomberg(Sinan Ulgen): No Easy Passage For Erdogan’s Canal Plan

•   Bloomberg(Scott Duke Kominers): Where America’s Vaccine Triumph Fell Short

•   Bloomberg(Minxin Pei): China’s Biggest Ally in the U.S. May Be the GOP

•   Bloomberg(Max Hastings): Immigration Is the Wealthy World’s Challenge of the Century

•   CNN(Julian Zelizer): The problem with Joe Manchin

•   CNN(Scott Jennings): What Joe Manchin gets exactly right

•   CNN(Angie Schmitt): Biden's infrastructure plan would reduce our reliance on cars

•   CNN(Dana Peterson): Why we shouldn't be so worried about runaway inflation in the US

•   CNN(Ilhan Omar, Tara Houska): The pipeline that President Biden needs to stop

•   CNN(Lawrence C. Levy): Biden's infrastructure plan could score big points in the suburbs

•   CNN(Giovanna Gray Lockhart): Biden is right: Caregiving is part of our nation's infrastructure

•   CNBC(Frederick Kempe): Biden is securing America’s place in the world and challenging China with his bold domestic agenda

•   CNBC(Maya Sasson): Wall Street analysts like stocks like Tesla, The Chef's Warehouse

•   MarketWatch(Mark Hulbert): There’s more money to be made in stocks than in ETFs today — here’s why

•   MarketWatch(Ben Carlson): Here’s how to resolve the growth vs. value debate

•   Fox News(Rick Scott): Senate Dems are the problem – this simple bill will help get spending under control in DC

•   Fox News(David Bossie): Democrats' China syndrome – this is why they're tough on Georgia, soft on communists in Beijing

•   Reuters(John Kemp): Global CO2 emissions far off net-zero trajectory

•   Reuters(Clyde Russell): China is paying a high price for its ban on Australian coal

•   Nikkei Asia(William Pesek): WeWork 'cult' bedevils the Warren Buffett of Japan

•   Nikkei Asia(Jeffrey W. Hornung): Biden puts Japan at the center of US policy in Asia

•   매경(사설): 탈원전 무리수에 지자체가 국가 상대로 소송까지 내는 현실

•   매경(신장섭): 워런 버핏의 ESG 비판

•   매경(배충식): 탄소를 연료로 활용할 수 있다면

•   한경(한상춘): 필라델피아 반도체 ETF, 왜 삼성전자보다 핫한가?