Business Intelligence Monitor 210419

(Introduction)

[Markets]

•   Global: World stocks at new peaks on strong China, U.S. data

•   한국: 코스피 0.13% 상승…3,200선 안착엔 실패

•   한국: 코스피 3200 다시 눈앞…컴백 외국인 순매수 종목 톱5는

•   한국: '몸값 53조' 카카오, 네이버 턱밑까지 쫓아왔다

•   한국: 두산그룹주 대체로 내려, 오리콤 두산밥캣 두산인프라코어 하락

•   Metals: Copper heads for biggest weekly gain since February

•   Iron ore: Iron ore price hits 10-year high on rising steel demand

•   Grains: Soy futures rise, wheat eases, corn mixed with traders focused on U.S. weather

•   Cryptocurrency: Coinbase Hangover Rattles Crypto Assets With Bitcoin Falling

[Indicators]

•   US Mar. Housing starts: Housing Starts in U.S. Soar After Winter-Related Setback

•   US Apr. Consumer sentiment: U.S. Consumer Sentiment Rises Along With Inflation Expectations

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for fifth week in a row: Baker Hughes

•   US Q1 GDP Nowcast: Apr 16, 2021: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: Latest estimate: 8.3 percent — April 16, 2021

•   China Q1 GDP: Chinese Economy Grew More Than 18% in First Quarter

※   WSJ: China Growth Numbers Betray Waning Momentum

※   SCMP: China’s economy shakes off coronavirus ‘hiccups’, but outlook clouded by Beijing’s stimulus plans

•   China Mar. House prices: China's home price boom spreads to more cities as investors defy curbs

•   한국 주간 아파트 수급동향(부동산원): '오세훈 효과'…서울 아파트 팔자 < 사자

•   한국 3월 주택가격 동향(KB): 3월 서울주택 매도자가 더 많아… 충남은 처음으로 매수자가 더 많아

[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: ECB, Jobless Claims, Housing

•   FT: Netflix results, ECB meeting, UK inflation

•   Bloomberg: ECB Debates How to Get Back to the Future After Virus: Eco Week

[News]

•   WSJ: No Causal Link Found So Far Between J&J’s Covid-19 Vaccine and Blood-Clot Cases, Company Researchers Say

•   WSJ: J&J Privately Asked Rival Covid-19 Vaccine Makers to Probe Clotting Risks

•   WSJ: Vaccine Manufacturing Issues Force Moderna to Cut Supplies to Canada, U.K.

•   WSJ: China Plans to Approve First Foreign Covid-19 Vaccine by July

•   WSJ: Treasury Designates Vietnam, Switzerland as Currency Manipulators

※   U.S. Treasury: Treasury Releases Report on Macroeconomic and Foreign Exchange Policies of Major Trading Partners of the United States

•   WSJ: U.S. Pressures Taiwan to Address Undervalued Currency

•   WSJ: U.S. and China Discuss Enhancing Beijing’s Climate Commitments

•   WSJ: Top Republican Says Senate GOP Could Be Open to Smaller Infrastructure Bill

•   WSJ: J&J Covid-19 Vaccine Was Paused Over Blood-Clot Treatment Concerns

•   WSJ: Fauci Predicts J&J Vaccine Returning Friday, Perhaps With Limits, Warnings

•   WSJ: Covid-19 Cases Rise in Maine Amid Variants, More Travel

•   WSJ: Covid-19’s Toll on U.S. Business? 200,000 Extra Closures in Pandemic’s First Year

•   WSJ: Covid-19 Vaccines and Rare Blood Clots: Are Women at Greater Risk?

•   WSJ: U.S. Debt Is at a Record, but the Risk Calculus Is Changing

•   WSJ: March Hiring Surge Spanned the Country

•   WSJ: Economic Growth Is Set to Surge. Hiring Might Not Keep Up.

•   WSJ: Lawmakers Who Voted Against Certifying Biden’s Victory Saw Drop in Business Contributions

•   WSJ: The Chip Shortage Is Bad. Taiwan’s Drought Threatens to Make It Worse.

•   WSJ: Iran Begins Enriching Uranium at 60% Amid Slow Progress in Nuclear Talks

•   WSJ: Covid-19 Surge in India Risks Breeding Variants the Nation Can’t Track

•   WSJ: Evergreen Looks at Moving Cargo From Seized Suez Ship

•   WSJ: SPAC Hot Streak Put on Ice by Regulatory Warnings

•   WSJ: You Want to Invest Responsibly. Wall Street Smells Opportunity.

•   WSJ: More Stocks Are Participating in Rally, an Encouraging Sign for Bull Market

•   WSJ: Toshiba Shareholders May Finally Get Their Due

•   WSJ: ‘A Failure of Texas-Size Proportions’—State Debates How to Overhaul Its Power Market

•   WSJ: Morgan Stanley Books Archegos Loss, but Profit Hits a High

•   WSJ: Citigroup Refocuses Asia Strategy as It Pulls Back From Consumer Banking

•   WSJ: NASA Picks SpaceX to Build New Lunar Lander

•   WSJ: Why New Cars Are in Shorter Supply

•   WSJ: BP Wants to Stop Burning Off Gas in America’s Top Oil Field

•   WSJ: Landmen Who Once Staked Claims for Oil and Gas Now Hunt Wind and Sun

•   WSJ: WeWork’s New Stock-Listing Plan Has Echoes of Its Past

•   WSJ: These Technologies Could Hold Back Business Travel Indefinitely

•   WSJ: Fatal Tesla Crash in Texas Believed to Be Driverless

•   WSJ: Apple Music Reveals How Much It Pays When You Stream a Song

•   NYT: President Biden and the Japanese prime minister pledge new partnership to advance ‘shared democratic norms.’

•   NYT: Biden and Suga Agree U.S. and Japan Will Work Together on 5G

•   NYT: Coronavirus Deaths Reach 3 Million Worldwide

•   NYT: Booster shots and re-vaccinations could be needed. Drug companies are planning for it.

•   NYT: White House Details Almost $2B Plan to Track Variants

•   NYT: In a Spasm of Violence, Indianapolis Faces the Country’s Latest Mass Shooting

•   NYT: Biden Wavers on Restricting Refugee Entry

•   NYT: Unemployment Is High. Why Are Businesses Struggling to Hire?

•   NYT: The Fed’s newest governor sees America’s inflation pop as temporary.

•   NYT: The Covid-19 Plasma Boom Is Over. What Did We Learn From It?

•   NYT: Colorado Officials Warn About Fourth Wave of Covid Infections

•   NYT: Airport vaccinations are just a flight away. To Alaska.

•   NYT: Can the Covid Vaccine Protect Me Against Virus Variants?

•   NYT: How Democrats Who Lost in Deep-Red Places Might Have Helped Biden

•   NYT: Throughout Trial Over George Floyd’s Death, Killings by Police Mount

•   NYT: Russia Will Expel 10 Diplomats in Retaliation for Sanctions

•   NYT: In Russia, a Military Buildup That Can’t be Missed

•   NYT: Raúl Castro to Step Down as Head of Cuba’s Communist Party

•   NYT: Covid-19 Pushes India’s Middle Class Toward Poverty

•   NYT: Myanmar’s Protesters Face Down the Military With Slingshots and Rocks

•   NYT: These Countries Did Well With Covid. So Why Are They Slow on Vaccines?

•   NYT: Why Amazon Workers Sided With the Company Over a Union

•   WP: After troops leave Afghanistan, U.S. will face challenges maintaining counterterrorism capability

•   WP: On infrastructure, big ideas collide with congressional reality

•   WP: Navalny daughter pleads for health care for imprisoned father

•   FT: Global savers’ $5.4tn stockpile offers hope for post-Covid spending

•   FT: France and Germany back Ukraine’s call for Russian troop pullback

•   FT: Will the European Central Bank do more to help eurozone economy?

•   FT: Brussels Brexit chief calls for ‘good faith’ as relations with UK improve

•   FT: EU and UK seek to ease Northern Ireland tensions

•   FT: UK finds more cases of variant linked to severe second wave in India

•   FT: Half of UK thinks Scotland should be allowed second independence referendum

•   FT: How Covid is driving an unlikely renaissance of the British retail park

•   FT: Mortgage war rejoined as UK market confidence grows

•   FT: UK banks exclude new homes from low-deposit mortgage scheme

•   FT: The David Cameron scandal: just how sleazy is British politics?

•   FT: Biden shows he will wield US financial system as foreign policy weapon

•   FT: Dispute over Trump tax change threatens infrastructure bill

•   FT: America’s limbo between pandemic and freedom

•   FT: Israel’s shadow conflict with Tehran moves into the light

•   FT: Hong Kong pro-democracy leaders jailed for unauthorised assembly

•   FT: Aung San Suu Kyi supporters unveil Myanmar ‘national unity government’

•   FT: Czechs expel 18 Russian diplomats over 2014 explosion

•   FT: South Africa health regulator recommends resuming Johnson & Johnson vaccinations

•   FT: ‘No cop on the beat’: Greenlight’s Einhorn blasts weak regulators

•   FT: Improving European outlook casts shadow over region’s bond market

•   FT: Western investors brush off US bond sanctions on Russia

•   FT: TSMC faces pressure to choose a side in US-China tech war

•   FT: Rush for carbon credits spurs surge in power company schemes

•   FT: HSBC top brass forced to hot desk as HQ scraps executive floor

•   FT: The new North Sea players riding the wake of the retreating majors

•   FT: China vies with US for lead in global climate diplomacy

•   FT: Inside Jordan’s royal crisis: why the prince turned to tribal leaders for support

•   Bloomberg: Economic Recovery After Covid: Scars Will Remain After the Rebound

•   Bloomberg: U.S. Urges ‘Decisive’ Steps by China to Shift Away From Exports

•   Bloomberg: Which Vaccines Are Available? It's Getting Harder to Know

•   Bloomberg: Biden Team Weighs Russia Sanctions Impact, Has More Options

•   Bloomberg: Draghi Is Betting the House With Europe’s Biggest Stimulus Plan

•   Bloomberg: ECB Seen Slowing Bond-Buying by July as Vaccinations Pick Up

•   Bloomberg: U.K. Economy Picks Up Steam as Hiring Restarts With Lockdown End

•   Bloomberg: The Chase for Europe’s Unwanted Astra Shots Starts in Ukraine

•   Bloomberg: Saudi Crown Prince’s Latest Economic Plan Comes With Big Risks

•   Bloomberg: Trudeau to Pile on Record Debt Steering Canada Out of Pandemic

•   Bloomberg: Argentina Seeks Paris Club Deal Amid IMF Talks, Guzman Says

•   Bloomberg: Vietnam Reiterates Dong Policy After Manipulator Label Dropped

•   Bloomberg: Turkey Daily Virus Deaths Hit Record Even After New Measures

•   Bloomberg: China’s High-Profile Boao Forum Returns With Investment in Focus

•   Bloomberg: India Has a Double Mutant Virus Variant. Should We Be Worried? - BNN Bloomberg

•   Bloomberg: Philippines Warns of Floods as Surigae Becomes a Super Typhoon

•   Bloomberg: Historic Oil Glut Amassed During the Pandemic Has Almost Gone

•   Bloomberg: China Says It Has No Desire to Replace Dollar With Digital Yuan

•   Bloomberg: Asia’s Tycoons Pile Into SPACs Just as U.S. Eyes Tighter Rules

•   Bloomberg: Rebound of China’s Yuan Is Facing a $68 Billion Roadblock

•   Bloomberg: Emerging-Market Bulls Brace for Treasury Relapse After Rally

•   Bloomberg: China’s $87 Billion Electric-Car Giant Hasn’t Sold a Vehicle Yet

•   Bloomberg: TSMC Says Trade Tensions Could Disrupt Supply of Chip Equipment

•   Bloomberg: Shell, Harbour Team Up in U.K. Carbon Capture, Hydrogen Project

•   Bloomberg: Gas Is the New Coal With Risk of $100 Billion in Stranded Assets

•   Bloomberg: Bitcoin’s Green Haven Is Running Out of Surplus Electricity

•   Bloomberg: Why the Biden Administration Should Propose Carbon Tariffs

•   Reuters: AstraZeneca could have COVID-19 vaccine against variant by end-2021 -Austrian newspaper

•   Reuters: China’s Sinovac COVID-19 vaccine 67% effective in preventing symptomatic infection - Chile govt report

•   Reuters: After criticism, Biden says he will raise U.S. cap on refugee admissions

•   Reuters: Exclusive: Italy risks missing Recovery Plan deadline due to EU concerns, sources say

•   Reuters: India pledges massive boost in vaccine output as COVID-19 cases surge

•   Reuters: Exclusive: China asks banks not to withhold loans to asset manager Huarong - sources

•   Reuters: EXCLUSIVE China’s Ant explores ways for Jack Ma to exit

•   Reuters: Japan's Renesas restarts production at fire-damaged chip factory

•   Reuters: Japan considers doubling inter-regional power grid to boost renewable energy

•   Reuters: Run out of milk? Robots on call for Singapore home deliveries

•   Reuters: Analysis: India shifts from mass vaccine exporter to importer, worrying the world

•   Reuters: Analysis: U.S. announcement of pullout from Afghanistan undermines chances of peace

•   AP: Half of US adults have received at least one COVID-19 shot

•   AP: AP Interview: Beijing says US 'too negative' toward China

•   AP: Day workers leaving India's cities as virus dries up jobs

•   CNN: Inflation is coming, the question is when

•   CNN: Joe Biden's infrastructure plan could leave too many women behind

•   CNBC: Covid: WHO chief warns infection rate approaching highest level ever

•   CNBC: Covid: J&J vaccine pause could make it harder for some groups to get a shot

•   CNBC: Iran: Israeli general says stopping nuclear program will be tough

•   CNBC: A 'quantum leap': Monster wind turbines are going to get even bigger

•   CNBC: Climate change is a major factor behind increased migration at U.S. southern border, experts say

•   MarketWatch: Coinbase hangover? Here’s why bitcoin may be suffering its steepest slide since February

•   MarketWatch: The semiconductor shortage is here to stay, but it will affect chip companies differently

•   Fox Business: Red-hot lumber prices may cool housing boom

•   SCMP: China-Australia relations: on first anniversary of trade conflict, hay-import licences bedevil Australian exporters

•   SCMP: China’s carbon-neutrality plans now in the hands of central bank, which will ramp up green financing and establish carbon-trading market

•   SCMP: China facing economic crisis as population peak nears, PBOC adviser says

•   Global Times: Chinese embassy issues stern warning to Japan over ‘interference’ in China’s internal affairs

•   Nikkei Asia: Japan gears up for US defense cooperation in 'all domains'

•   Nikkei Asia: Biden, Suga and the future of the Indo-Pacific: 3 analysts explain

•   Nikkei Asia: Businesses to help speed up Japan's vaccine rollout

•   Nikkei Asia: Suga asks Pfizer to send Japan additional COVID-19 vaccines

•   Nikkei Asia: Tougher virus restrictions expanded in Japan metropolitan areas

•   Nikkei Asia: Nissan's UK plant furloughs 800 workers amid chip shortage

•   Nikkei Asia: Samsung and Renesas rush to restore chip production by summer

•   Nikkei Asia: Japan's top coal power company scraps plan for new plant

•   Nikkei Asia: Bulls and bears tussle as China's stock markets stumble

•   Mint: Sputnik V covid vaccine deliveries to India to begin this month

•   Mint: IMD forecasts normal monsoon this year

•   Mint: Covid vaccinations in India fall from peak as infections hit record

•   Mint: India becomes fastest country to administer 12 crore vaccinations as Covid-19 cases surge

•   Mint: Renewable energy key part of India's growth programmes: Javadekar

•   Mint: Delhi reports highest Covid-19 surge in a day with over 25,000 new cases

•   Business Standard: Economy better placed to meet second Covid wave with vaccination drive: CEA

•   Business Standard: India reporting 1.3 times more cases now as compared to June 2020: Vardhan

•   Hindustan Times: April 29 meeting shores up hopes on India-EU trade, investment talks next month

•   Hindustan Times: Covid-19 may severely dent India’s growth prospects

•   Hindustan Times: Power consumption in India grows by nearly 45% in first half of April: Centre

•   매경(P1): 민심에 놀란 文…'통합'인사로 승부수 [뉴스&분석]

•   매경: 노형욱 국토부장관 지명자, '주택시장 안정' 중책맡은 부동산 非전문가

•   매경: 문승욱 산업부장관 지명자, 산업정책에 밝아…반도체대응 전략 기대

•   매경: 안경덕 고용부장관 지명자, 코로나 극복위한 노사정협약 주도

•   매경(P1): 재건축發 서울 집값불안에…압구정동 '거래허가' 예고

•   매경: 오세훈 핵심공약…'7층' 묶여있던 서울빌라촌 개발 빗장 푼다

•   매경: 강남재건축 대부분 거래 묶여 마·용·성 등 '풍선효과' 우려

•   매경: 서울 2분기 입주 작년의 절반

•   매경: 백신확보 절박한 文, 바이든 만나 어떤 '빅딜'할까

•   매경: "에쓰오일 총수는 사우디 왕실?"…쿠팡 김범석 '동일인' 지정 논란

•   매경(P1): 新산업 쿠팡, 30년된 재벌규제에 발묶이나

•   매경: 아마존과 싸우려는 쿠팡에…공정위, 재벌 족쇄 채우나

•   매경: "동일인 지정 불합리"…정부도 인정하면서 2년 넘게 개정 손놔

•   매경: 중대재해법·온라인플랫폼법…숨막히는 빅테크

•   매경(P1): 이의신청 4년전보다 30배 늘어…"공시가 작년수준 동결하라"

•   매경(P1): "퇴직연금 IRP 수수료 0"…삼성증권 파격 공세

•   매경: 스가, 바이든 '中견제' 전폭 지지…訪美 앞둔 文, 고민 커져

•   매경: 日오염수' 韓 우려에도…케리 "美가 끼어들 문제 아냐"

•   매경: 오세훈 한강르네상스 첫 주자…성수동 50층 개발 '재시동'

•   매경: 서울시 주택본부 확대 개편…'오세훈표 공급' 속도내나

•   매경: "한국은행 정책목표에 고용안정 포함시켜야"

•   매경: 하루 24조 거래 가상화폐 불법 막을 법 구멍 '숭숭'

•   매경: K조선 이번엔 해양플랜트…'5조 대박' 노린다

•   매경: "5G 기업고객 잡아라" SKT, 새 브랜드 출격

•   매경: 백화점 3사 봄세일 매출 45% '쑥'…가장 많이 팔린 상품 보니

•   매경: 친환경·미디어 플랫폼…상장사 미래먹거리 '주목'

•   매경: "사모펀드도 영업익보다 ESG성과 따진다"

•   매경: 외국인 원화채권 투자 사상최대

•   매경: "도시재생 폐지"…뉴타운 반대파도 돌아섰다 [창신동 르포]

•   매경: 대세 된 '지구 살리기'…기업들이 앞장선다

•   한경(P1): 30만원 빌렸는데 1주일 이자 20만원…불법사채 내몰린 2030

•   한경(P1): 홍남기 만난 경제단체장 "이재용 사면" 공식 건의

•   한경: 씨티은행, 한국 '규제 덫'에 질렸나…디지털 경쟁력 낙오 탓인가

•   한경: 씨티은행, 통매각 또는 분리매각 가능성…최악의 시나리오는 사업폐지

•   한경: 혼란 키운 정부의 '스무고개'…"위탁생산 러시아 백신 아니다"

•   한경: 美 싱크탱크 "北, 영변 핵시설 재가동"

•   한경: 개미들 몰리는 코인 시장, 하루 25조 거래…한달새 2배↑

•   한경: 'AI 은행원' 시대 빨라진다

•   한경: LG에너지솔루션 '친환경 속도'…재생에너지로만 배터리 만든다

•   한경: 현대차·기아, 모빌리티 총괄 'TaaS본부' 신설

•   한경: 포스코강판 "미얀마 군부와 합작 끝낼 것"

•   한경: 10개 업종 참여 '탄소중립 추진위' 출범

•   한경: '갤럭시 스마트태그+' 물건 위치 AR로 안내

•   한경: 쿠팡 몸값이 100조?…티몬·마켓컬리 "우리도 간다"

•   한경: ESG 회사채 발행 러시…벌써 9조 '지난해의 2배'

•   한경(P1): 반도체 품귀…CCTV도 꺼진다

•   한경: 삼성, 밀려드는 주문에 자체 설비 부족하자…반도체 외주 더 늘린다

•   한경: "2만원짜리 20만원에도 못 구해"…삼성 사장들도 '긴급 출장'

•   한경(P1): 與, 자영업 손실보상 4월부터 적용

•   한경(P1): 고졸 인력이 사라진다

•   한경: "가뜩이나 사람 없는데…" 中企 인력난 부추기는 대기업 임금인상

•   한경: "고졸 취업자 90%가 중도퇴사"…최악의 일자리 미스매칭

•   한경(P1): ASK 2021 글로벌 대체투자 콘퍼런스

•   한경: '불가리스 무리수' 남양유업의 추락…경영학 교과서에 나올 판

•   한경: 韓 중기, 몽골서 22조 석탄발전소 수주…자금조달이 '변수'

•   한경: LG경제연구원 "원화가치 강세 지속…하반기 1070원 간다"

•   한경: 한전 사장에 정승일…5개 발전공기업 CEO도 확정

•   한경: 집값 상승세 꺾이자 '주담대' 첫 감소…대출규제 완화되나

•   한경: 고객 불안 커지고 노조는 투쟁 돌입…씨티은행 '출구전략' 가시밭길 예고

•   한경: 10년 암흑기 끝나간다…서울 재건축 '吳! 별의 순간' 올까

•   한경: 용적률 높이려면 조례개정 필수…의회 협조 '난관'

•   한경: LG에너지솔루션 "GM과 美 배터리 2공장…2.7조 투입"

•   한경: 해외서 쭉쭉 나가는 두산인프라·현대건설기계

•   한경: "170조 MEC 시장 선점하라"…통신사 '동맹 맺기' 잰걸음

•   한경: 빗장 풀리는 '공매도'…최대 타깃 될 종목들 꼽아보니

•   서경: 최태원 "개별기업 한계, 국가차원 나서야"···반도체 위기대응 호소

•   서경: 긴급 안건으로 올라온 '車반도체' 대책···정부, 예산 카드 꺼내며 육성 의지

•   서경: 아직 불안한데...정부, 섣부른 경기 낙관론

※   기재부: [보도참고] 2021년 4월 최근경제동향

•   서경: [단독] 은평·영등포·강북만 공급쇼크?···'공공개발' 4곳만 '바글'

•   서경(P1): '수소대학' 세우고 규제특례 확 늘려라

•   서경: 수소 업체당 R&D 인력 3명뿐···"수소도시법 서두르고 학과 개설 쉽게해야"

•   서경: "정부 신성장 지원 대상에 그린수소 포함을"

•   서경: "수소 인허가만 23개···규제혁신 절실"

•   서경: EU 623조 쏟고 中 수소차 100만대 보급···패권 잡기 '문샷 싱킹'

•   서경: "원자력 활용한 수소 대량생산 필요···풍력·태양광보다 66% 저렴"

•   서경(P1): [단독]與 '한국판 반도체 특별법' 만든다

•   서경(P1): 韓 '쿼드 가입' 지렛대로 '백신 스와프' 외교전 예고

•   서경: 이와중에 부스터샷 3,300만회분 더 필요···내년에도 일상회복 '가물'[백신 후진국 전락 무슨일이]

•   서경: 스텝 꼬인 'K방역'···방심하다 선구매 놓치고, 면책권 없는 공무원 소극대응

•   서경: 백신접종 플랜B는···"75세 이상 AZ·30세 미만 화이자 접종 검토해야"

•   서경: 연료탄·유가는 죄다 오르는데, 물가통제에 전기료 인상 쉽잖아

•   서경: "기업 10곳 중 4곳, '2050 탄소중립' 실현 현실적으로 어려워"

•   서경: 셀트리온 부회장 "코로나19 치료제 이르면 상반기 임상 완료"

•   조선(P1): ‘K주사기’ 이물질 사태, 70만개 긴급 회수

•   조선(P1): 美 “화이자 3번씩 접종”… 한국 ‘백신 절벽’ 더 심해진다

•   조선: 원숭이가 인간 장기이식의 새 길 열어주나

•   조선: 車공장 반도체 시름

•   조선(P1): “백신 서두를 필요없다”던 그가 靑방역기획관

•   조선: 英연구소 “태국·베트남은 방역 모범국”... 한국은 그 명단에 없었다

•   조선: 백신 넘치는 美… 같이 간 남편까지 접종해줬다

•   조선: ‘이물질 주사기’ 한달 가까이 숨긴 식약처

•   조선: ‘직원 둔 사장님’ 역대 최장 28개월째 감소

•   인베스트조선: '마지막 알짜' 두산 전자BG 팔자니…오너일가 배당 자금 부족이 고민

•   IT조선: 5G 특화망, 중소 사업자에는 그림의 떡

•   중앙: “미국 반도체 투자 당장 해야, 중국 눈치 볼 필요 없어”

•   중앙: 삼성전자 배당금 13조 사상 최대…외국인 7조, 개인 1조

•   중앙(P1): [르포] 출근길 마스크 벗었다...이스라엘 328일만의 자유

•   중앙: MB 지우기? 광물값 오르는데 해외광산 내다파는 정부

•   동아(P1): 백신 50일 접종률 2.65%… 출구 안보이는 ‘백신 터널’

•   동아: [단독]정부 “바이든, 6월 더 강한 ‘반도체 청구서’ 보낼것”… 기업들 비상

•   동아: [인사이드&인사이트]MZ세대 “임금 불공정” 사무직 노조 설립… 임금체계 개편 불지피나

•   동아: 국민연금, 삼성전자 주식 거래해 19개월간 2조 벌어

•   동아: 마켓컬리 “새벽배송 연내 전국 확대”… 신선식품 배송경쟁 후끈

•   동아: ‘꿈의 에너지’ 핵융합 시대 열리나… 혁신 기술에 투자 몰린다

•   한국(P1): '공공 손잡고 빨리' vs '민간재개발 미련'...공공재개발 성패가를 흑석2구역

•   국민(P1): 엄혹한 ‘백신 세계질서’… 뒤처지는 한국

•   국민(P1): [단독] 신공항 낙점 가덕도는 멸종위기·보호 조류 서식지

•   국민(P1): 미·일 ‘북 완전 비핵화’ 언급에도 공동성명엔 CVID 용어 빠졌다

•   서울(P1): 이번 주 공식 일정만 11가지… 홍남기, 순장조냐 퇴장이냐

•   세계(P1): “법률 수정 필요”… 美청문회서 ‘대북전단금지법’ 비판

•   세계(P1): 김부겸 "내집 마련 죄악시 안 돼"… 부동산 '궤도 수정' 가능할까

•   경향(P1): [K-양극화](하)4대 그룹 임원 연봉 증가율, 직원들의 3배[단독]

•   경향: [K-양극화](하)“불황” 월급 깎은 대한항공·호텔신라…회장·사장은 수억 더 받아[단독]

•   머니투데이(P1): "인력은 3분의1, 생산은 3배" '세계 최고' 노리는 포스코케미칼 양극재 공장 가보니

•   머니투데이(P1): 지난달 고용 회복? 일자리서 쫓겨난 사람은 늘었다

•   머니투데이: [르포]'택배 대란' 해결한 이곳…'단지 어르신' 고용해 문앞 배송

•   머니투데이: 한은 "글로벌 고용, 2분기엔 '회복'…장기적으론 '글쎄'"

※   한국은행: 해외경제 포커스(제2021-14호)

•   머니투데이: 대격변의 시기, '쉴 틈 없는' 산업부 새 장관

•   머니투데이: 8월 대량생산' 백신은?…'스무고개' 끝 모더나·코비박 남았다

•   머니투데이: [단독]"압구정 현대는 시작"..서울시, '이상급등' 집값조사 25개 자치구로 확대

•   더벨: 두산인프라코어, 3년물 공모채 발행 도전

•   헤럴드경제(P1): 현대차·기아-SK이노 ‘HEV(하이브리드 전기차) 배터리’ 개발

•   헤럴드경제: ‘K-배터리’로 시장 주도...현대차·SK그룹 모빌리티 협력 본격화

•   헤럴드경제: 가상자산 몰리는 돈·사람...‘경고장’ 날리기 바쁜 각국 정부 [헤럴드 뷰-가상자산 ‘빅뱅’]

•   헤럴드경제: 알트코인 쏠린 개미들…투기 시장화 우려 확산 [헤럴드 뷰-가상자산 ‘빅뱅’]

•   헤럴드경제: 가상화폐 증시 영향력 커지는데 우리 정부·금융당국은 현실회피 [헤럴드 뷰-가상자산 ‘빅뱅’]

•   헤럴드경제: 날개 단 블록체인 플랫폼...‘토큰 이코노미’ 활성화 할까 [헤럴드 뷰-가상자산 ‘빅뱅’]

•   헤럴드경제: “땡처리”...LG폰 마지막 ‘눈물의 할인’ 공세

•   파이낸셜뉴스(P1): "세상은 공정한가" 기성세대에 던진 물음표

•   파이낸셜뉴스(P1): 유가·운임·환율 '삼중고' 수출 中企 무너진다

•   파이낸셜뉴스: "원자재 가격 올라도 납품단가 못올려" 팔수록 적자 쌓일 판 [수출중기 역마진 비상]

•   파이낸셜뉴스: 탄소배출부채가 영업익 2배인데… 무상할당 축소 앞둔 철강사 직격탄

•   파이낸셜뉴스: 잇딴 불발 銀 노조추천이사제, 도입 시도 더 불붙는다

•   파이낸셜뉴스: 대기업 참여 ‘ESG 경영委’ 26일 닻올린다… "4대그룹 포함"

•   파이낸셜뉴스: 삼성, 美반도체 투자 이르면 내달 나올듯

•   파이낸셜뉴스: ‘해외 부진’ 대형 건설사, 국내 주택사업이 1분기 먹여살렸다

•   아시아경제(P1): [N잡러가 몰려온다]일의 형태 바뀐다…"잠깐만, 또 회사 출근할게"

•   디지털타임스(P1): 탄소잡는 `수소경제` 몰아친다

•   디지털타임스(P1): 인도발 이중 변이 바이러스 국내 유입… 9명 확진

•   디지털타임스(P1): "실수요자 규제 풀자"… 종부세 완화 움직임

•   이데일리(P1): G2 경제 코로나 백신發 호황 온다…韓 늑장 접종에 소비 부진 우려

•   이데일리: [르포]게임체인저 백신의 힘…美 호텔·공항·쇼핑몰은 인산인해

•   이데일리: [르포]관광객 넘치는 왕푸징, 맛집엔 줄서기…살아나는 中 소비시장

•   이데일리(P1): 50兆짜리 도시재생…슬럼가만 키웠다

•   이데일리: 1100억 들인 창신동 도시재생…"소방차도 못다녀요"

•   이데일리: 도시재생뉴딜 지정만 447곳…'용두사미' 전락 위기

•   이데일리: 조선업 호황 놓칠라…현대重-대우조선 M&A 심사 1년 9개월째 감감무소식

•   이데일리: 2030 고용쇼크…공무원 9급 시험에 20만명 몰렸다

•   이데일리: 車업계의 '우울한 4월'..제대로 공장 돌아가는 곳이 없다

•   이데일리: '뒤쳐질 수 없다'…코스닥 상장사도 속속 ESG 강화 행보

•   연합: 휴일 검사수 감소로 오늘 500명대 예상…'4차 유행' 우려 여전

•   이투데이: 적자에 머무른 두산로보틱스ㆍDMI…신제품 통해 반전 노린다

•   더구루: 러시아 참여 반대' 체코 외교장관 해임…두코바니 입찰 '안갯속'

•   더구루: 두산그리드텍, 美 태양광·ESS 사업 수주

•   더구루: 두산스코다, 터키 석화 플랜트에 증기터빈 공급

•   더구루: 두산로보틱스, 로봇 운영체제 'ROS2' 호환패키지 최초 출시

•   아시아투데이: ‘가파른 구리가격 상승’ 동박·비철금속 ‘맑음’ 전자·자동차 ‘흐림’

•   FuelCellsWorks: Developing A Hydrogen Ecosystem Is An Important Aim Of India - Fuel Cells Works

•   에너지경제: 걸음마 뗀 국내 RE100 앞서 가는 글로벌 RE100

•   에너지경제: SK·LG RE100 가입에 삼성전자도 '초읽기'

•   에너지경제: 탄소중립·탈석탄에 '애물단지' 전락 신규 석탄발전…"정부, 탈출구 빨리 찾아라"

•   에너지경제: 산업부, ‘탄소중립 산업전환 추진위’ 출범…특별법 제정 추진

•   Construction Equipment: ELFA: Equipment, Software Investment Growth to Hit 11.2% This Year

•   Construction Equipment: United Rentals Acquires Franklin Equipment

•   For Construction Pros: Rental Market Recovery Accelerates in Q1 2021

•   대한경제: [전월세신고제, 결국 증세수단?]당장은 아니라지만…정보공유로 국세청이 들여다볼 통로 만들어진다

•   OilPrice.com: Is This The Most Exciting Commodity Play Of 2021?

•   OilPrice.com: Are Bitcoin’s Environmental Risks Overblown?

•   OilPrice.com: Oil Demand Is Finally Bouncing Back

•   OilPrice.com: Global Oil Demand Boosted By Strong Road Fuel Consumption

•   OilPrice.com: Oil Demand Could Peak By 2026: Goldman Sachs

•   OilPrice.com: Why Gasoline Prices Often Rise In Spring

•   OilPrice.com: U.S. Oil Bankruptcies Shoot Up In Q1 2021

•   OilPrice.com: Oil And Gas Barnkuptcies Jump Despite Rise In Crude Prices

•   OilPrice.com: Saudi Aramco Restarts Projects To Boost Oil Production Capacity

•   MINING.com: Roadmap for US’ clean transportation future unveiled

•   전자신문(P1): 반도체 PCB 대란 심화…FC-BGA 기판 가격 폭등

•   전자신문: [특별기획]기후변화 맞설 탄소중립 시대 온다(3)탈화석 에너지 대안은 신·재생에너지

•   전자신문: 6개월째 중단된 삼척화력 1·2호기···항만공사 재개 두고 고심하는 정부

•   ZDNet Korea: 세계 석학이 본 반도체 기술의 미래…'강유전체·3D 집적'

•   Hannover Messe News: HANNOVER MESSE shows the future of industry…and the tradeshow business

•   Robotics & Automation News: MIT startup unveils robot that unloads trailer ‘blazingly fast’

•   Robotics & Automation News: Toyota and Apex to accelerate development of computing platform for autonomous vehicles

•   IEEE Spectrum: Cobots Act Like Puppies to Better Communicate with Humans

•   로봇신문: 로봇산업계에 불고 있는 스팩과의 합병 열기

•   물류신문: 물류기술정책 속 물류의 현재와 미래는?

[Opinions]

•   Project Syndicate(Gordon Brown et al): President Biden, Support a People’s Vaccine

•   Project Syndicate(Wolfgang Schäuble): Are We Risking a Debt Pandemic?

•   Project Syndicate(Guy Edwards, Benjamin N. Gedan): Biden’s Climate Opportunity in Latin America

•   Project Syndicate(Isabelle Mateos y Lago): The Changing Climate of Central Banking

•   Project Syndicate(Robert Skidelsky): Britain’s Benefit Madness

•   FT(Editorial Board): Bets on coronavirus recovery may come good

•   FT(Editorial Board): The limits of China’s taming of tech

•   FT(Editorial Board): Biden’s risky Afghanistan withdrawal

•   FT(Rana Foroohar): The US infrastructure most in need of investment is human

•   FT(John Plender): The spread of the arbitrage economy

•   FT(Michael Mackenzie): The bright spot in strained bond markets

•   FT(John Dizard): Easy money might be over in US mortgage banking boom

•   FT(Haim Israel): Corporate Europe’s under-appreciated comeback

•   FT(Alok Sharma): We must help poorer countries tackle climate change

•   FT(Andrew Heyn): Brutality backfires on Myanmar’s secretive junta

•   FT(Lex): House prices: urban exodus of upsizers shifts property demand

•   WSJ(Editorial Board): A Bad Day for Vladimir Putin

•   WSJ(Editorial Board): Biden’s Country-by-Country Tax Canard

•   WSJ(Editorial Board): Prison for Hong Kong Democrats

•   WSJ(Editorial Board): The SEC’s Cryptocurrency Confusion

•   WSJ(Editorial Board): The Fate of Alexei Navalny

•   WSJ(Thiru Vignarajah): Why Struggling Cities Should Cut Property Taxes

•   WSJ(Daniel Grant): Investment Options for the Unwoke

•   WSJ(Lindsey Graham, ack Keane): It’s a Mistake to Leave Afghanistan

•   WSJ(Alexander William Salter): Biden ‘Stimulus’ Will Deaden Innovation

•   WSJ(Rahm Emanuel): Not Every ‘Serious Crisis’ Is Alike

•   WSJ(Garry Kasparov): Why Would Biden Want a Summit With Putin, Whom He Calls a ‘Killer’?

•   NYT(Editorial Board): Aleksei Navalny Needs His Doctors

•   NYT(Paul Krugman): Krugman Wonks Out: The Case for Supercore Inflation

•   NYT(Thomas L. Friedman): What Joe Biden and I Saw After the U.S. Invaded Afghanistan

•   NYT(Jamelle Bouie): F.D.R. Didn’t Just Fix the Economy

•   NYT(Angela L. Rasmussen): I Got the Johnson & Johnson Vaccine. I'm Not Losing Sleep.

•   NYT(Zin Mar Aung): How to Defeat Myanmar’s Military After the Coup

•   NYT(Angela L. Rasmussen): I Got the Johnson & Johnson Vaccine. I'm Not Losing Sleep.

•   NYT(Vali R. Nasr): The Clock Is Ticking for Biden on Iran

•   WP(Editorial Board): A booster shot should not be cause for concern. It’s a window into the future.

•   WP(David Ignatius): Biden’s approach to North Korea is the opposite of ‘fire and fury’

•   WP(E.J. Dionne Jr.): On infrastructure, do Republicans want to strike a pose or build things?

•   WP(Fred Hiatt): China’s third phase of genocide denial: Attacking those who speak the truth

•   WP(Govind Persad, William F. Parker): Extending the Johnson & Johnson vaccine pause for a week was a deadly mistake

•   Bloomberg(Daniel Moss): How Much of China’s GDP Was Made in America?

•   Bloomberg(David Fickling): Why Covid Isn’t Going to Free Up Middle Seats on Planes

•   Bloomberg(Tyler Cowen): Republicans Will Regret Their Breakup With Big Business

•   Bloomberg(John Authers): This Recovery Is Special, Whatever Bond Yields Say

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is 9.8%

•   Bloomberg(Liam Denning): Corporate America Demands Low Taxes, Lower Emissions. And Cake.

•   Bloomberg(Julian Lee): Oil Markets Are a Long Way From Back to Normal

•   Bloomberg(Brooke Sutherland): Boom Times Are Coming, If Only You Can Wait

•   Bloomberg(Hal Brands): Biden’s Afghan Pullout Is Risky Politics and Geopolitics

•   Bloomberg(Tobin Harshaw): Russia, U.S. and China Are in a Scary New Space Race

•   Bloomberg(Andreas Kluth): Berlin’s Rent Controls Are Unconstitutional and Worse

•   Bloomberg(Nisid Hajari): The Big Question: Can Myanmar’s Democracy Be Rescued?

•   CNN(Mathew Burrows, Barry Pavel): There will be no graceful exit from the Covid-19 pandemic

•   CNBC(Frederick Kempe): China-Russia cooperation could be Biden's biggest challenge

•   MarketWatch(Mark Hulbert): The Dow and the Nasdaq are diverging. Why that’s honey for stock market bears

•   MarketWatch(Brett Arends): CEO pay has gone up 10-fold in the past 40 years — do they deserve it?

•   MarketWatch(Therese Poletti): Tech’s COVID-19 boom won’t last forever, but it’s not going to end just yet

•   매경(차상균): 관성의 저주:한국 반도체 산업 안전한가

•   매경(정범진): 원전 규제기관의 핵심가치

•   한경(한상춘): "세계 집값이 미쳤다"…증시보다 뜨거운 주택시장

•   서경(구정모): 반도체 동맹과 한국의 선택