Business Intelligence Monitor 210413

(Introduction)

[Markets]

•   Global: Stocks slip from record peaks before earnings reports

•   China: Yuan Strengthens With Yellen Decision Not to Label China on FX

•   한국: 코스피, 3,130대 상승 마감…개인 6천억 순매수

•   한국: 코스닥 1000.65…21년 만에 '천스닥'

•   한국: 바이오 '끌고' 2차전지 '밀고'…확 달라진 코스닥 포트폴리오

•   한국: SK이노 소송리스크 풀려…2차전지 관련주 '맑음'

•   한국: 두산그룹주 힘빠져, 두산퓨얼셀 2%대 두산밥캣 1%대 밀려

•   Hong Kong: Alibaba shares jump after record antitrust fine

•   Metals: Copper loses ground on fears of Chinese commodities price caps

•   Grains: Soybean futures drop 1.5% as soyoil crumbles; corn, wheat weak too

[Indicators]

•   US Mar. Fiscal account: U.S. Budget Deficit Widened 454% in March as Latest Stimulus Money Flowed

•   China Mar. New Yuan loans: China economy: bank loans hit record high in first quarter as authorities balance growth and debt risk

•   한국 3월 고용행정통계: 3월 실업급여 75.9만명 `역대 최대`

•   한국 4월 1~10일 수출: 4월 1∼10일 수출 24.8%↑…일평균 기준 32.6%↑

•   한국 4월 주택사업경기실사지수: ‘오세훈 효과’ 서울 주택경기 전망 상승

•   Japan Mar. PPI: Japan wholesale prices rise 1.0% in March, 1st growth in 13 months

•   India Feb. Industrial production: Feb factory output shrinks 3.6% in sharpest contraction in six months

•   India Mar. CPI: March inflation rises to four-month high of 5.52% due to food, core prices

•   India Weekly Employment: India Sees Job Losses as Curbs Return to Check New Virus Wave

[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 Begins Infrastructure Talks With Lawmakers Over $2.3 Trillion Bill

•   WSJ: Biden Touts Infrastructure Proposal in Chip Shortage Meeting

※   Whtite House: Remarks by President Biden before Meeting with Bipartisan Group of Members of Congress to Discuss the American Jobs Plan

※   Whtite House: Remarks by President Biden at a Virtual CEO Summit on Semiconductor and Supply Chain Resilience

•   WSJ: China’s Message to America: We’re an Equal Now

•   WSJ: Fed’s Rosengren: Fed Policy Appropriate for Current State of Economy

•   WSJ: Recent Rise in U.S. Covid-19 Cases Driven by Younger People

•   WSJ: How Long Do Covid-19 Vaccines Provide Immunity?

•   WSJ: Covid-19 Drug Prevents Symptomatic Disease in Study, Regeneron Says

•   WSJ: Australia Expects Big Delays to Covid-19 Vaccine Rollout

•   WSJ: Chip Shortage Is Bad for GM but Worse for Car Buyers

•   WSJ: Huawei, HSBC Strike Deal in Hong Kong Over Documents in Extradition Fight

•   WSJ: Alibaba, Hit by Antitrust Fine, Vows to Help Vendors With Fee Cuts

•   WSJ: How a $2.8 Billion Fine Added $40 Billion to Alibaba

•   WSJ: Jack Ma’s Ant Group Bows to Beijing With Company Overhaul

•   WSJ: Microsoft Bulks Up With $16 Billion Deal for Nuance Communications

•   WSJ: Microsoft’s Shopping Spree Isn’t Landing Bargains

•   WSJ: Uber Posts Record Demand for March

•   WSJ: Nvidia Plans New Chip to Compete With Intel in Data-Center Market

•   NYT: The C.D.C. director says Michigan needs to shut down, not get extra vaccine, to slow its virus outbreak.

•   NYT: Minnesota Officer Who Shot Daunte Wright Meant to Fire Taser, Chief Says

•   NYT: Blaming Israel, Iran Vows Revenge for Blackout at Nuclear Site

•   NYT: Defying Republicans, Big Companies Keep the Focus on Voting Rights

•   WP: Trump tax break for wealthy older people goes into effect soon

•   FT: Brussels faces battle on new pan-EU revenue sources

•   FT: Germany’s CDU and CSU clash over Merkel succession

•   FT: Ukraine accuses Russia of blocking talks to ease military tensions

•   FT: Brussels opposes UK bid to join legal pact, splitting EU states

•   FT: UK MPs and business figures seek to improve Brexit trade deal

•   FT: Covid jabs to go on offer to under-50s in UK

•   FT: Determined shoppers return to England’s high streets

•   FT: Bank of England tops private investors as biggest holder of gilts

•   FT: Investors urge UK building sector to check for modern slavery in supply chains

•   FT: Millionaire businessman Guillermo Lasso elected Ecuador’s president

•   FT: Far-left activist leads in Peru presidential election upset

•   FT: China backtracks on comments questioning efficacy of local vaccines

•   FT: India’s second Covid wave risks overwhelming economic recovery

•   FT: Hyundai faces regulator probe over alleged insider trading

•   FT: Investors lament being frozen out of Biden infrastructure plan

•   FT: US put off derivatives rules for a decade before Archegos blew up

•   FT: Ant ordered to restructure by Chinese regulators

•   FT: United Airlines to repay some of its US government bailout

•   FT: Larry Summers: ‘I’m concerned that what is being done is substantially excessive’

•   FT: Covid-19 brings wave of US tech entrepreneurs to Taiwan

•   FT: Collateral trade benefit of Biden’s tax reform

•   FT: Catch them if you can: the $14bn rise of rapid grocery delivery services

•   FT: Revisiting the EV bubble spreadsheet

•   Bloomberg: China Won't Be Labeled Currency Manipulator Label by U.S.

•   Bloomberg: Higher Shipping Costs Are Here to Stay, Sparking Price Increases

•   Bloomberg: Federal Rules to Protect Workers From Catching Covid on the Job Are on the Way

•   Bloomberg: Wealth Tax: Nobel Economist Warns Against Idea to Pay Off Pandemic Debt

•   Bloomberg: Growing Share of Americans Brace for Highest Inflation in Years

•   Bloomberg: Simple Math Is About to Cause an Inflation Problem: QuickTake

•   Bloomberg: White House Says Coming Months’ Inflation Bump to Be Transitory

•   Bloomberg: Fed’s Bullard Says 75% Vaccinations Would Allow for Taper Debate

•   Bloomberg: French Economy to Weather April Lockdown Better Than Last Year’s

•   Bloomberg: Almost Half of U.K. Exporters Say Sales Dropped After Brexit

•   Bloomberg: U.K. Business Leader Optimism at All-Time High as Lockdown Eases

•   Bloomberg: Japan’s Slow Vaccine Rollout Pushes Back Recovery Time Frame

•   Bloomberg: Yemen Houthis Claim Drone Attack on Saudi Aramco Oil Refineries

•   Bloomberg: India to See ‘K-Shaped’ Recovery as Demand Hit, Ex-RBI Head Says

•   Bloomberg: Evergrande Fails China’s ‘Three Red Lines’ Test as Peers Improve

•   Bloomberg: Joe Biden’s Tax Package Will Cut Earnings Growth, Goldman Sachs Warns

•   Bloomberg: Giant Copper Mines Start to Get Serious About Green Hydrogen

•   Bloomberg: BlackRock and Temasek are raising billions to invest in carbon-cutting startups

•   Bloomberg: Shell Energy Transition Plans Fail to Assure Climate Groups

•   Bloomberg: Tesla (TSLA) to Conquer Trillion-Dollar Energy Market, Canaccord Says

•   Reuters: Coronavirus pandemic 'a long way from over', WHO's Tedros says

•   Reuters: Biden's, in gas tax comments, sought to explain why he does not favor hiking it -official

•   Reuters: EU sets provisional tariffs on Chinese aluminium products

•   Reuters: J&J begins COVID-19 vaccine supplies to EU, 50 million doses expected in second quarter: lawmaker

•   Reuters: Germany's Merkel says third wave of pandemic may be toughest

•   Reuters: Italy prepares new 40 bln euros economic stimulus package - source

•   Reuters: India approves Russia's Sputnik V COVID-19 vaccine

•   Reuters: Ireland is latest country to restrict use of AstraZeneca vaccine

•   Reuters: China's exports, imports seen staying buoyant in March: Reuters poll

•   Reuters: Apple agrees to testify before U.S. Senate on app store antitrust concerns

•   Reuters: Most European city-dwellers support 2030 ban on combustion car sales, survey finds

•   Reuters: Analysis: Chinese tech start-ups pull IPO plans as Beijing tightens scrutiny

•   Reuters: Analysis - A tale of two tapers: This time is different for a Fed focused on jobs

•   Reuters: Analysis-With quick fixes, Biden's agencies reverse Trump's Wall Street-friendly rules

•   AP: UN chief urges wealth tax of those who profited during COVID

•   AP: EXPLAINER: Iran atomic sites targeted by diplomacy, sabotage

•   AP: Top Chinese official admits vaccines have low effectiveness

•   CNN: Brexit isn't working and business wants it fixed

•   CNBC: Intel CEO hopes U.S. can reclaim one-third of chip manufacturing

•   CNBC: Coronavirus: India becomes second-worst hit country as Covid cases surge

•   CNBC: Huawei blames global chip shortage on U.S. sanctions

•   CNBC: PC market had best Q1 since 2015, fastest growth in 20 years: Gartner

•   CNBC: How Asia came to dominate chipmaking and what the U.S. wants to do about it

•   Fox Business: Biden tax increases would hurt US competitiveness, slow wage growth, CEOs say

•   SCMP: China’s post-coronavirus consumer spending ‘not enough’ to drive growth, says prominent economist

•   SCMP: China GDP: ‘new uncertainties’ ahead for economy, Premier Li Keqiang warns, even with double-digit growth expected

•   SCMP: China’s Xi Jinping likely to take part in Joe Biden’s Earth Day climate summit

•   SCMP: China-India border dispute: latest round of talks fail to ease tensions

•   SCMP: Why did the US conduct a freedom of navigation operation against India, and what will the fallout be?

•   SCMP: Too early to talk about boycotting China’s Winter Olympics: Blinken

•   Global Times: Surging commodity prices put pressure on Chinese manufacturing firms

•   Nikkei Asia: Japan kicks off COVID vaccination drive for elderly

•   Nikkei Asia: Streets and parks: Japanese find pubs that COVID cannot close

•   Nikkei Asia: Japan to boost public funding for rare earth exploration

•   Nikkei Asia: Singapore and Japan scrutinize COVID cases after 2 vaccine shots

•   Nikkei Asia: Mitsubishi adds transit complex to Indonesia smart city project

•   Nikkei Asia: A 4-day workweek? Japan gives the idea serious consideration

•   Economic Times: Innovative India must capture all segments of financial market to fuel growth: IMF

•   Economic Times: What makes India's double mutant COVID variant, B.1.617 so concerning?

•   Economic Times: India's economic fallout from second virus wave may be limited: Barclays

•   Economic Times: How the RBI intervened to arrest rupee’s fall

•   Mint: Covid-19 vaccination: India leading globally with average of 40 lakh doses per day

•   Mint: 50% Indians plan to travel in Apr-Jun; containing COVID will be tough: Report

•   Business Standard: Nomura cuts India's 2021 GDP forecast to 11.5%; sees higher inflation

•   매경(P1): [단독] 삼성·SK 中공장 초비상…美 반도체 핵심장비 中 수출 금지 추진

•   매경: 美 "中반도체 2세대 뒤처지게 할것"…韓기업 중국공장 불똥튈라

•   매경: 지금 주문해도 38주…반도체 대란에 차 업체 68조원 손실

•   매경: 압박수위 확 높인 바이든…고민 깊어진 삼성

•   매경: 다음은 배터리·희토류·의약품…미래산업 곳곳서 패권주의 확산

•   매경(P1): [단독] "脫탄소때 더투자"…신한운용 실험에 101개 기업 화답

•   매경: 주식형펀드 투자 70%는 ESG 기업에…'한국판 블랙록' 떴다

•   매경: 삼성·SK "재생에너지 100% 사용 목표"…공시 강화·탄소세 도입에 기업들 분주

•   매경: 은행권, 친환경 기업에 금리 우대로 화답

•   매경(P1): 재산 많은 罪? 세부담 OECD 1.7배

•   매경: 정부 툭하면 "부동산 세금 낮다"…실제론 OECD 37개국 중 3위

•   매경: 한국도 美 따라서 법인세 올릴까?…기재부 "영향 없다"

•   매경: "보유세론 양극화 해소 어려워…저소득층 1주택자 부담 가중"

•   매경(P1): 세종 거주 고위직도 '똘똘한 강남 한 채'

•   매경: 고위공직자 398명 재테크, '강남3구 마용성'…금천·강북구는 한채도 없다

•   매경: 고위 공직자 주식보유, 부모는 '삼성전자', 자녀는 '애플·네이버'

•   매경: '금융의 달인' 금감원 임원들이 선택한 금융 상품들은

•   매경: 선거 패한뒤 다급해진 여당 "자영업자 손실보상 소급하자"

•   매경: 이해충돌법 논의 '뒷북' 재개…공무원등 189만명 포함될듯

•   매경: 與 "소형원자로 도입해야" 탈원전 퇴로 찾기 나섰나

•   매경: 공정위 "단체소송 더 쉽게"…기업 사면초가

•   매경: 청구서는 전기료 1200억원…석탄발전 막아 미세먼지 줄였더니

•   매경: LG "공격적 선제투자" SK "저력 보여주자"

•   매경: "LG·SK, 시장 신뢰 쌓았다"…美무역대표부·조지아 환영

•   매경: 토종벤처 반도체의 힘…5G자율주행 '속도'

•   매경: 서울시와 기싸움 불가피한데…새 국토장관 인선 '촉각'

•   한경(P1): 글로벌 톱기업들과 비교…'한경 ESG 평가모델' 관심

•   한경: ESG 우등생' 네이버, S&P선 꼴찌 수준…기관마다 '널뛰기 평가'

•   한경: 술·담배회사가 ESG 등급 높다고?…"친환경 제조 공정에 사회환원도 상당"

•   한경(P1): [단독] 쿠팡, 창업 11년 만에 첫 해외 진출…싱가포르 공략

•   한경: "입사지원 클릭 몇 번에 300만원"…현금 퍼주기 된 구직수당

•   한경: 정세균 총리·이란 부통령 회담…經協점검 협의체 설치 합의

•   한경: 이달 21일 경제인 초청 행사…재보선 당일 전격 연기한 靑

•   한경: 동학개미 달래려다…10년 뒤 '국민연금發 매물폭탄' 쇼크 온다

•   한경: 하락기 '지수 방어력'은 되레 하락

•   한경: 기금위 회의 직전 "파이팅"…대놓고 압박

•   한경: IMF "한국 나랏빚 증가속도 세계 1위"

•   한경: 美 AMD 손잡은 삼성…'스마트폰AP 반전' 노린다

•   한경: 삼성 초저가폰 '갤럭시M', LG 공백 메운다

•   한경: [하노버메세 2021] 인공지능·탄소중립…제조혁신 무대 펼쳐진다

•   한경: 노후 아파트값 올 들어 1.27% 급등, 재건축 기대…신축 상승률 앞질러

•   한경: SK건설, 수소·재생에너지 융복합사업 한수원과 업무 협약

•   한경: "韓 고도성장 경험, 새 성장모델로 정립해야죠"

•   한경: 현대차 아산공장 멈추는데…직원들 임금 100% 받는 이유

•   서경(P1): 바이든·習 뛰는데···'미래산업 전쟁' 靑이 안보인다

•   서경: 韓기업, 美中에 휘둘려도 '우군' 없어···"靑 워룸 당장 가동해야"

•   서경: 美·中·日·EU 배터리 파도 거센데···韓, 산업부 사무관 1명이 정책 전담

•   서경(P1): [단독] 대부업 대출 96%가 年 20%대 초고금리...최고금리 인하發 혼란 예고

•   서경: 금리 오르는데 대부업 최고금리 내려···저신용자만 등터질 우려

•   서경: 미국내 반도체 시설 투자땐 최대 40% 세액 공제 가능성

•   서경: 中서 반도체로 年 31조 버는데···고심 깊어진 삼성

•   서경: ‘똘똘한 한 채’ 종부세 9억 기준부터 손 볼 듯

•   서경: 대구·부산시도 "재조사"...지자체 '공시가 불복' 확산

•   서경: 토종 백신 개발사 "이대론 백신 개발 포기...비교임상 도입해야"

•   서경: '장기 테마' 수소株, ETF로 투자해볼까

•   서경: [고수에게 듣는다] “삼성전자 분할 매수, 지금이 적기 ...코스피 3,500갈 것”

•   서경: 혜택 더 줘도···“공공 직접시행 절대 못 한다” 선긋는 조합

•   서경: "韓 경제 패러다임 못 바꿔 좌절" 반성문 준비하는 김동연

•   서경TV: [단독] 코로나 백신 맞으면 '5인 제한'에서 빠진다

•   조선(P1): 오세훈 시장이 던진 K방역 수정판, 文정부와 엇박자

•   조선(P1): 한미 정상회담 내달 중순 추진

•   조선(P1): 반도체 강국 한국, 자동차 반도체는 98%가 수입품

•   조선: 정부 주도로 車반도체 키우는 美·中… 손놓고 있는 한국

•   조선: 1달러짜리 칩 동나자… 현대차는 공장 스톱, 한국GM은 감산

•   조선: 20대가 맞기로했던 아스트라제네카 백신, 60~64세에 접종 검토

•   조선: 자가진단키트 정확도 18~90% 들쑥날쑥

•   조선: 투기 잡으려던 종부세, 올해는 1주택자가 절반 넘어간다

•   조선: 서울 아파트 중간값 4억대→9억대… 종부세 납부기준은 13년째 그대로

•   조선: 전매금지 등 규제에 전국 청약 경쟁률 뚝

•   조선: “묵혀둔 기업 부동산, 돈 굴리는 방법 여기 있소”

•   조선: [단독] 배민, 쿠팡이츠에 반격...6월부터 ‘단건 배달’ 나선다

•   조선비즈: 우미·호반·중흥건설의 멈추지 않는 벌떼입찰... 수십 개 계열사로 공공택지 33.7% 차지

•   인베스트조선: 두산그룹, ㈜두산 전자BG 매각 검토…밥캣도 잠재 매물

•   중앙: 더 강력해진 ‘바이 아메리칸’…배터리는 시작일 뿐

•   중앙: 나랏빚 얼마나…국가채무 850조? 잠재적 빚 합해 2000조?

•   중앙: [단독]韓 접종률의 10배…"싱가포르, 올 9월 집단면역 달성 전망"

•   동아(P1): 5월 공급한다던 노바백스, 빨라야 6월

•   동아: 노바백스 물량 9월까지 절반만 도입… 11월 집단면역 목표 가물가물

•   동아: 경북도-경주시 등 수소연료전지 발전단지 조성

•   문화(P1): 오세훈, 재건축 활성화가 ‘1호 업무’

•   문화(P1): ‘오세훈표 공급대책’ 시동… 초반 시장혼란 최소화가 관건

•   문화: “단기 상승해도 ‘공급 시그널’ 확실하면 장기적 안정”

•   문화: 서울시장 ‘공시가 재조정’권한에는 한계… 부실산정 의혹 사례 적극 발굴로 승부수

•   문화: 원전, 올해도 ‘가장 저렴한 발전원’

•   문화: “차량 반도체 수급난, 장기적 대응…전기차 시대 고성능 AP 공략해야”

•   한국(P1): [중간착취의 지옥도] '중간착취 금지' 위한 법들, 국회 여정을 시작하다

•   한국(P1): 전월세 전환율 여전히 5.7%...호언장담 임차인 보호장치 유명무실

•   한국: [단독] SK·LG 배터리 전쟁 극적 합의 뒤엔...靑·백악관 '핫라인' 있었다

•   국민(P1): AZ 접종 이득 9배라더니 1.3배… 잇단 혼선

•   머니투데이: 석탄발전소 절반 멈췄더니…미세먼지 배출 절반이 줄었다

•   머니투데이: 국내주식 팔아치운 국민연금…해외주식 늘렸지만 초라한 수익률

•   머니투데이: LG폰 접고 주가 오르더니…글로벌 신용등급 잇따라 상향

•   헤럴드경제(P1): “韓 경제정책 불안정성, 세계 두번째”

•   헤럴드경제: 삼성전자, 반도체 해외 인재 공격적 수혈

•   헤럴드경제: ‘두산위브더제니스 양산’ 내달 1368가구 분양

•   파이낸셜뉴스(P1): "탈탄소가 미래" 철강·중공업 R&D 늘린다

•   파이낸셜뉴스(P1): 포스코, 1분기 영업익 10년만에 최대

•   파이낸셜뉴스: 수소·우주·4차산업 ‘사활’… 친환경 미래산업 선점 경쟁 본격화 [탈탄소 움직임 가속]

•   파이낸셜뉴스: 시세 반영 못한 ‘깜깜이 공시가’에 반발… ‘헐값 수용’ 재미동포는 33억 국제소송까지 [LH 공공 개발사업 진단]

•   파이낸셜뉴스: "방금도 계약서 두개 썼습니다" 강남 토지거래허가구역 ‘오세훈 효과’ 들썩 [현장르포]

•   파이낸셜뉴스: ‘민간공급’ 공식화한 오세훈… 정부 ‘공공주도’와 샅바싸움 [오세훈發 부동산시장 지각변동]

•   파이낸셜뉴스: 꿈틀거리는 국제 곡물가격… 밥상물가 상승 트리거 되나

•   파이낸셜뉴스: 1분기 해외건설 수주 30% 감소… "2분기 반등"

•   아시아경제(P1): 市長 바꾼 부동산…대선이슈 블랙홀

•   아시아경제(P1): [복수노조의 그늘]'勞勞 갈등'에 등터지는 기업들

•   아시아경제: [복수노조의 그늘]공공부문·플랫폼 등 곳곳서勢 경쟁…노무 부담↑

•   아시아경제: [복수노조의 그늘] 勞勞갈등은 예고편…본편은 '노조법'

•   아시아경제: 지난달 外人 상장 채권 9조원 순투자…역대 최대

•   디지털타임스(P1): 국가경제 멍들게 한 갈팡질팡 정부대책

•   이데일리(P1): [단독]공공기관 채용 6천명 줄었다…고용빙하기에 공공일자리 역주행

•   이데일리: '묻지마' 정규직 전환 후유증…코로나 고용대란때 힘 못쓴 공공일자리

•   이데일리: 코로나에 인력수요↑…공공기관 채용증가 'TOP 5' 중 4곳이 의료기관

•   이데일리: “공공기관 채용 무작정 늘리면 혈세 낭비…필요인력 정밀 파악해야"

•   이데일리: 반도체 부품 가격 상승…'하반기' 소비자 체감가격 오를까

•   이데일리: 발전공기업 사장 '나눠먹기'…관료 2명·한전 2명·민주당 1명

•   연합: 오늘도 500명대 예상…4차유행속 정부-서울시 방역갈등 변수되나

•   연합: 국내기업 5곳, 코로나19 백신 임상 진입…하반기 3상 착수 목표

•   연합: 한미 "LG·SK 배터리 분쟁 마무리…에너지 분야 협력 확대"

•   연합: 인천 해상풍력발전단지 본격 추진…총 발전 용량 600MW

•   연합인포맥스: 두산인프라, 1분기 이익 개선 전망…중국 시장 약진

•   아주경제: [기업경영의 뉴 패러다임 ESG] 한국형 ESG 지표 도입...'착한 경영' 글로벌 주도하자

•   아주경제: [기업경영의 뉴 패러다임 ESG] ESG 위원회 만든 한전, 공공기관부터 앞장선다

•   한스경제: [스포츠, 경제로 읽다 3.0] 야구장 광고 대박은 옛말... 광고 수입 감소에 야구단 '한숨'

•   WNN: Nuclear power can help raise climate ambitions

•   에너지경제: 소규모·중대규모 수소생산기지 구축사업자 동시 선정 착수

•   KHL: 3D machine control for backhoe loaders

•   OilPrice.com: Two Reasons Why Gasoline Prices Are Soaring

•   OilPrice.com: Russia Tightens Its Grip On Europe's Natural Gas Markets

•   OilPrice.com: The $7 Trillion Reason Saudi Arabia Is Cutting Oil Production

•   OilPrice.com: Saudi Arabia’s Breakeven Oil Price To Drop To $65 Next Year

•   OilPrice.com: Morgan Stanley: Oil Prices Stuck In $60 Range This Summer

•   MINING.com: Copper production in Chile to rise by 3.7% in 2021 — report

•   MINING.com: Silicon metal market may benefit from EV boom – report

•   전자신문(P1): [단독] 삼성SDI·현대차, 차세대 원통형 배터리 협력

•   전자신문: [단독]현대차, 스위스 '자율주행 플랫폼' 업체 품는다

•   전자신문: [이슈분석]유통가 휩쓴 구독경제…정교하고 다양해졌다

•   전자신문: [이슈분석]구독경제로 돌파구 찾은 스타트업

•   전자신문: [이슈분석]세계는 지금 '구독 중'...연평균 68% 성장세

•   전자신문: 28GHz 5G, 경기장·공연장 등 6대 서비스 중심 실증모델 발굴

•   전자신문: 현대차, UAM사업 더 키운다...美 우주항공 인력 대거 채용

•   전자신문: GIST, 산화극 전극촉매 개발…액체연료전지 출력 성능 향상

•   ZDNet Korea: LG전자가 '나노셀 TV' 시장 공략 속도조절 나선 이유

•   ZDNet Korea: "삼성, '폴더블 라이트' 출시 안 할 수도"

•   Phone Arena: Galaxy Unpacked event rumored for July, Z Fold 3 and Z Flip 3 expected

•   DIGITIMES: Wi-Fi 6E chips to bring business for test, certification labs in 2H21

•   DIGITIMES: Realtek Ethernet chip shortages not to have much impact on automotive supply chain

•   DIGITIMES: TSMC bold capex plan driving capacity expansions at ecosystem partners

•   DIGITIMES: TSMC likely to raise 2021 capex target

•   Hannover Messe News: Bosch Rexroth wins the HERMES AWARD 2021

•   Robot Report: Nuro R2 autonomously delivering Domino’s pizza in Houston

•   Robot Report: Hitachi acquires Kyoto Robotics

•   Cobot Trends: RightHand Robotics reveals RightPick 3 item-handling robot

[Opinions]

•   Project Syndicate(Karina Gould): The Key to Beating COVID-19

•   Project Syndicate(Jayati Ghosh): Employment in the Platform Age

•   Project Syndicate(Shamshad Akhtar et al): The G20’s Missed Opportunity

•   Project Syndicate(Sławomir Sierakowski): Biden’s Diplomacy of Benign Neglect

•   Project Syndicate(Edoardo Campanella): Social Capitalism

•   FT(Editorial Board): The US needs stronger voting rights

•   FT(Gideon Rachman): The EU’s stability will again confound its critics

•   FT(Leo Lewis): Kirin’s flawed exit from Myanmar tests the bounds of ESG

•   FT(Patti Waldmeir): US chaos has also led to vaccination success

•   FT(Mark Campanale): A carbon registry leaves polluters with nowhere left to hide

•   FT(Richard Murphy): Biden’s global tax plan is not without its challenges

•   FT(Eva Szalay): Dollar threatens the emerging markets party

•   FT(Andrew Hill): What a bleak AI future tells us about how to work now

•   WSJ(Walter Russell Mead): Can Biden’s Resolve Weather Putin and Xi?

•   WSJ(William McGurn): The Buttigieg Infrastructure Switcheroo

•   WSJ(Harvey Golub): Politics Is Risky Business for CEOs

•   WSJ(Ron Johnson): Spending Blowout Imposes Costs Beyond the Enormous Price Tag

•   NYT(Jonathan Alter): Can Biden Be Our F.D.R.?

•   NYT(Edward L. Glaeser): How Biden Can Free America From Its Zoning Straitjacket

•   NYT(Allison Gilbert): The Grief Crisis Is Coming

•   WP(Editorial Board): Biden’s tax plan could bring the world closer to a level playing field for capital

•   WP(Max Boot): Israeli sabotage won’t stop Iran’s nuclear ambitions. Only the nuclear deal can do that.

•   WP(Henry Olsen): Corporate America is suffering from Bloombergism

•   WP(Paul Waldman): Joe Biden is clearly failing as an entertainer

•   WP(Greg Sargent): Why it’s good that corporations are defending democracy

•   WP(James Downie): Republicans are stuck with a Trump ball and chain

•   WP(Daniel W. Drezner): Is this the decline of economists in the marketplace of ideas, or the twilight of neoliberals?

•   WP(Michael Chertoff, N. MacDonnell Ulsch): AI companies are enabling genocide in China

•   WP(David Herzig): Congress — and Biden — can raise taxes retroactively if they want to

•   Bloomberg(Mohamed A. El-Erian): Did the Fed Shift Policy Lanes at the Wrong Time?

•   Bloomberg(Noah Smith): Biden's Two-Track Economy Tackles Twin U.S. Threats

•   Bloomberg(John Authers): Goldilocks Markets Should Brace for a Testing Week

•   Bloomberg(Barry Ritholtz): Don't Fall for the 'Cash on the Sidelines' Trope

•   Bloomberg(James Stavridis): China and Russia Are Teaming Up in the New Space Race

•   Bloomberg(Therese Raphael): Boris Johnson Can Limit Brexit’s Economic Damage

•   Bloomberg(Tae Kim): Microsoft’s $20 Billion AI Deal Will Shake Up How We Work

•   CNN(Richard Galant): The 30% who could end the pandemic

•   CNN(Erica York, Garrett Watson): Biden wants to make the US more competitive. His tax hikes will do the opposite

•   CNBC(Karen Firestone): Look to fundamentals—not the sector of the day— to drive stocks as the economy improves

•   Fox News(Marco Rubio): Biden's climate plan benefits China – here's how policy hurts US, boosts Beijing

•   Fox News(Liz Peek): Biden's fake economic news – this is how Democrats justify their radical spending binge

•   Reuters(John Kemp): Fund managers sell petroleum as pandemic lingers

•   매경(김재수): 게임이론 왜곡한 램지어

•   한경(이경전): 완전자율주행, 언제 가능할 것인가?

•   한경(주용석): '반도체 드라이브' 거는 미국

•   한경(정종태): '소주성' 실패자의 KDI 行

•   아시아경제(박재흠): ESG라는 말이 사라지는 시대