Business Intelligence Monitor 210421

(Introduction)

[Markets]

•   Global: Pandemic fears send stocks, oil, yields lower

•   한국: 코스피 3,220선 첫 돌파…사상 최고치 경신

•   한국: 개인·유동성·BBIG→외인·실적·경기민감주···코스피 '엔진 교체'

•   한국: 두산그룹주 엇갈려, 두산밥캣 두산 상승 오리콤 두산중공업 하락

•   Metals: Copper hovers near 10-year high as equities take a breather

•   Iron ore: Iron ore price surges to 10-year high after Vale, Rio miss on output

•   Grains: Corn tops $6 a bushel, soy at 7-year high on tightening supplies

[Indicators]

•   UK Mar. Employment: UK employers start hiring again as economy reopens

•   China LPR: China leaves lending benchmark rate steady for 12th straight month

•   한국 3월 PPI: 국제유가 상승에 생산자물가 5개월째↑…휘발유 13% 뛰어

•   Indonesia Benchmark rates: Bank Indonesia Holds Key Rate Steady and Cuts GDP Outlook

[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: Smaller Corporate Tax Increase Floated at White House Infrastructure Meeting

•   WSJ: Biden to Back Temporary Extension of Larger Child Tax Credit

•   WSJ: Old U.S. Covid-19 Hot Spots Are the New Hot Spots

•   WSJ: Biden’s Big Agenda Relies on a Shrunken, Strained Agency: The IRS

•   WSJ: China, U.S. Close to Naming New Ambassadors as Rivalry Grows

•   WSJ: China’s Xi Lays Out Vision for a World Without a Single Dominant Power

•   WSJ: Japan to Reimpose Covid-19 State of Emergency in Tokyo and Osaka Ahead of Summer Olympics

•   WSJ: Satellite Images Show Russia’s Expanding Ukraine Buildup

•   WSJ: Russia Strikes Islamic State Strongholds in Syria as Insurgency Gains Ground

•   WSJ: Weak Lending in Europe Hampers Covid-19 Recovery

•   WSJ: The Covid-19 Risk to Markets Isn’t All Over

•   WSJ: Apple Unveils Subscription Podcasts, Latest iPad Pro

•   WSJ: Toshiba Rebuffs CVC Takeover Offer

•   WSJ: Lithium Miners Ink $3 Billion Merger as Demand for Electric Vehicles Booms

•   WSJ: Johnson & Johnson’s Covid-19 Vaccine Adds $100 Million to Quarterly Sales

•   WSJ: Johnson & Johnson Shows Health Economy Is Nearing Full Strength

•   WSJ: Big Tech Uses Cloud to Facilitate Covid-19 Vaccine Sign-ups

•   WSJ: Tax Bills May Go Up for Big Companies. It Will Be Hard to Tell How Much.

•   WSJ: Discord Ends Deal Talks With Microsoft

•   WSJ: Netflix Subscriber Growth Slows as Economies Reopen

•   NYT: Derek Chauvin is found guilty of murdering George Floyd.

•   NYT: How Safe Are You From Covid When You Fly?

•   NYT: How the Pandemic Did, and Didn't, Change Where Americans Move

•   NYT: Iran Rattled as Israel Repeatedly Strikes Key Targets

•   NYT: ‘A Threat From the Russian State’: Ukrainians Alarmed as Troops Mass on Their Doorstep

•   NYT: A Global Tipping Point for Reining In Tech Has Arrived

•   WP: Biden to pledge to cut U.S. greenhouse gas emissions by at least half by 2030

•   WP: Republicans who don’t want coronavirus vaccines say their skepticism is worsening

•   FT: J&J to restart vaccine shipments to Europe after regulatory green light

•   FT: Covid vaccines and the race to understand blood clots

•   FT: Armin Laschet to run as candidate to succeed Merkel after rival backs out

•   FT: UK looks to ‘supercharge’ search for new Covid treatments

•   FT: How can Boris Johnson hit his ambitious new carbon-cutting target?

•   FT: UK businesses report strong trade after lockdown reopening

•   FT: UK logistics groups buoyed by Brexit

•   FT: Post-Brexit rules threaten N Ireland aerospace, minister warns

•   FT: UK regulator gives green light to delivery drone trials

•   FT: Japan under pressure from US to decouple supply chains

•   FT: India bank shares fall as Covid surge raises default fears

•   FT: Brazil tries to reset relations ahead of Biden climate summit

•   FT: Chad’s president Déby killed ‘on the frontline’

•   FT: Coal and gas rebound puts carbon emissions on track for 2021 surge

•   FT: UK, German and Australian regulators unify against Big Tech

•   Bloomberg: Central Banks to Pour Money Into Economy Despite Sharp Rebound

•   Bloomberg: U.S. Faces a National Security Chips Crisis, Raimondo Says

•   Bloomberg: Jobless Aid to 300,000 Cut Off Prematurely in Some U.S. States

•   Bloomberg: U.S. Poverty Rate Rose to Pandemic High Ahead of New Stimulus

•   Bloomberg: Don’t Expect Post-Covid Spending Boom in Europe, Commission Says

•   Bloomberg: China’s V-shaped Recovery Reached Turning Point, Goldman Says

•   Bloomberg: Modi Urges India States to Shun Lockdowns as Growth Under Threat

•   Bloomberg: Iran’s Rouhani Says Nuclear Talks 60% Done After Vienna Meet

•   Bloomberg: Brazil Needs More Caution on Inflation, Ex-Central Banker Says

•   Bloomberg: Toronto Orders Workplace Shutdowns to ‘Slam Brakes’ on Outbreaks

•   Bloomberg: Chinese Traffic Jams and Busy Factories a Support for Oil Bulls

•   Bloomberg: China Ties with Japan, Korea to Deepen Amid New Focus: Moody’s

•   Bloomberg: Global Reflation Trade Gains New Momentum From China’s Yuan

•   Bloomberg: Stumble in Stocks Lacks Easy Explanation for Wall Street Pundits

•   Bloomberg: Marshall Wace Hedge Fund Giant Warns of SPAC Blow-Up After Betting $1 Billion

•   Bloomberg: Digital Yuan Gives China a New Tool to Strike Back at Critics

•   Bloomberg: China Huarong's International Unit Returns to Profit in First Quarter

•   Bloomberg: What Comes After Reflation Q&A: TOPLive Transcript

•   Bloomberg: Korea Web Giant Naver Mulls Dollar Bonds, IPO to Take on Google

•   Bloomberg: Tech Hub Silicon Valley Has Lowest Office-Vacancy Rate in U.S.

•   Bloomberg: U.S. Bankruptcy Tracker: BlackRock Sees Distress Still Lurking

•   Bloomberg: Iron Ore Giants Challenged in Race to Meet China Demand

•   Bloomberg: EU Coal Laggard Faces Snags in Plan to Spinoff Dirty Assets

•   Bloomberg: Weather’s New Normal Reveals ‘Fingerprints of Climate Change’

•   Bloomberg: Record Chinese Coal Burning to Drive Surge in Carbon Emissions

•   Bloomberg: The Carbon Market Gold Rush in American Agriculture

•   Bloomberg: PBOC Governor Vows to Limit China’s Investment in Carbon Assets

•   Reuters: Sinovac supplied 260 mln COVID-19 vaccine doses globally

•   Reuters: U.S. CDC expands COVID-19 vaccine eligibility to 16 and older

•   Reuters: India hopes U.S. will soon ease ban on vaccine material exports - sources

•   Reuters: EU to funnel COVID vaccines to Balkans after China, Russia shipments

•   Reuters: Brazil in talks to buy 100 mln more Pfizer/BioNTech COVID-19 vaccine doses

•   Reuters: Exclusive: Fed will limit any overshoot of inflation target, Powell says

•   Reuters: U.S. Treasury official, bank CEOs discuss boosting 'economic inclusion'

•   Reuters: Indian capital running out of medical oxygen as pandemic surges

•   Reuters: India to waive import duty on COVID-19 vaccines, says govt source

•   Reuters: Bill Gates, dozens of world leaders to attend Biden climate summit -source

•   Reuters: Rio Tinto's iron ore output falls 2% on labour shortage, weather issues

•   Reuters: EXCLUSIVE Why a U.S. hospital and oil company turned to facial recognition

•   Reuters: Brazil sees solar boom ahead of cut in subsidies for new projects

•   Reuters: Analysis: Copper price boost? Peru's socialist swerve worries miners

•   AP: Navalny's doctors prevented from seeing him at prison clinic

•   CNN: Oil prices went negative a year ago. Now the glut is gone

•   CNN: Why copper and lithium could be 'the new oil'

•   CNN: General Motors CEO announces remote work plan for employees

•   CNBC: Market decline looks like a short-term pullback for now, analysts say

•   CNBC: Nuclear talks are progressing, Iran and U.S. say, despite Tehran’s enrichment threats

•   CNBC: Russian President Putin state of the nation as Navalny protests ahead

•   SCMP: Can China really kick its coal addiction to achieve carbon neutrality by 2060?

•   SCMP: China starts large-scale testing of its internet of the future

•   SCMP: Sinovac vaccine gives 70 per cent less protection against South African variant, but Hongkongers urged to still get jab

•   SCMP: China may approve BioNTech vaccine in June, report says

•   SCMP: China pork imports hit all-time high over supply concerns as US soybean imports surge 320 per cent

•   SCMP: China ready with ‘precautionary measures’ to stop foreign traders causing market volatility, regulator says

•   SCMP: China vows ‘bigger contribution’ in helping poor countries, with an emphasis on profitable infrastructure projects

•   SCMP: How a sweeping US infrastructure plan might spur financial havoc in China

•   SCMP: China ‘central’ to WTO reform, global trade chief Ngozi Okonjo-Iweala says

•   SCMP: China-Australia relations: traders eye spirits to ‘survive’ crippling disruptions in wine industry

•   Nikkei Asia: Dollar remains overvalued against yen and other currencies

•   Nikkei Asia: Renesas aided by 14,000 outside workers to restore fire-hit plant

•   Nikkei Asia: Air pollution: Asia's deadliest public health crisis isn't COVID

•   Nikkei Asia: COP26 is 'last best chance' toward meeting Paris targets

•   Economic Times: Rahul Gandhi tests positive for Covid-19

•   Economic Times: No saving the planet without booming India

•   Economic Times: India, China battle for key post of WTO deputy director general

•   Mint: In second wave, India's fresh covid cases doubled in 11 days

•   Hindustan Times: Localised Covid-19 lockdowns already hitting economic activities: Crisil report

•   매경(P1): 종부세 폭탄에 아들·딸만 좋았네…올들어 2만3천채 증여

•   매경: 여당서도 "종부세 풀어주자"…기준 12억으로 완화 법안 발의

•   매경: 오세훈 "종부세, 지방세로 돌려라"

•   매경: 종부세 완화 꿈쩍않던 홍남기도 "민심이 그렇다면…"

•   매경(P1): 미국서 특허 분쟁 급증…韓기업 작년 35건 피소

•   매경: 해외소송 쏟아져도…기업도 정부도 지재권·특허 언급 없어

•   매경: "R&D의욕 꺾는 특허침해 여전히 관대"

•   매경: 美·日·대만 '中 반도체 포위작전'…'좌고우면' 한국은 고립 위기

•   매경: "K반도체, 美 없이는 존립 불가…中 눈치볼 필요 없어"

•   매경: "벼락거지 될라" 20대 너도나도 빚투…작년 마통 대출 2배 급증

•   매경: 김동연, 총리직 제안받았지만 고사

•   매경: 與 강행 상생법…대법원서 "부실 입법" 제동

•   매경: [단독] 아직도 연필로 문서 수정…韓銀 업무효율성 '낙제점'

•   매경: 초대형 컨선 싹쓸이…K조선 "Again 2007"

•   매경: SK이노베이션, 美 조지아공장 일자리 6000개 만든다

•   매경: 주식한도 늘리자…국민연금 사들인 코스닥 알짜종목은

•   매경: 글로벌 ESG 열풍에…국내 운용사도 '가속 페달'

•   매경: "LH 못믿겠다"…임대주택 곳곳서 제동 걸렸다

•   한경(P1): 1주택자 稅부담 완화 나선 與 "재산세 감면 상한선 6억→9억"

•   한경(P1): 하루 7만명 '코인 불나방'

•   한경: "도지코인, 거품 붕괴 신호탄"…'폭탄 돌리기' 치닫는다

•   한경: 중소 거래소 9월께 대거 문 닫을 수도

•   한경: "코인으로 나도 수십억 벌자"…주 2회 신용대출 받는 2030

•   한경(P1): 日, 정년폐지 기업 늘고 있다

•   한경: '저출산·고령화' 골치아픈 韓…정년 연장 딜레마

•   한경: 70세까지 일하는 日 유통·제조업…숙련인력 부족이 부른 '정년파괴'

•   한경: 일자리 남아도는 日…젊은층 반발 심하지 않아

•   한경: 당·정, 손실보상법 이견…이달 처리 '빨간불'

•   한경: 건설조합 "7만3000개 중소 건설사 타격 우려"

•   한경: 군살 빼는 금융社…몸집 불리는 금융당국

•   한경: 삼성전자, 美 5G 솔루션 '정조준'…"1년간 시장 규모만 11조"

•   한경: 실적이 끌고, 외국인이 밀어…"조정 끝낸 코스피 3500 간다"

•   한경: 코스피 사상 최고치에도 지루한 '8만전자'…"지금 매수할 때"

•   한경: 다시 조명받는 中 태양광·풍력株…"2025년 사용량 비중 16% 목표"

•   한경: 영화관부터 중공업·건설업까지…올해 3.5조 빨아들인 사모사채 시장

•   한경: 아파트 거래 '뚝' 오피스텔 '쑥'…서울·경기·광역시 감소폭 커

•   한경: "재건축 안전진단 완화해야 하나"…고민에 빠진 국토부

•   한경: 경남-두산重, 가스터빈 인재 키운다

•   서경(P1): 양대노총 "1만원" 使 "동결"

•   서경(P1): 석유공사도 완전 자본잠식 "공기업 빚, 정부채무 관리를"

•   서경: 지급보증에 방만한 채권 발행···정부·공기업 모두 '모럴해저드'

•   서경: '코인 벼락거지' 면하려다 진짜 '거지' 될라···투자시 3가지 유의점

•   서경: '고난도' 수전해 기술, 美·獨 산업화 단계인데 韓은 걸음마[서울포럼 2021]

•   서경: K조선 새 먹거리로 떠오르는 '수소 선박'[서울포럼 2021]

•   서경: "수전해 기술 막대한 전력 필수···원전도 활용해야"[서울포럼 2021]

•   서경: 수출상품 떠오를 한국형 수소도시, 법안 통과 없인 '그림의 떡' [대한민국 에너지 대전략]

•   서경: "AI 활용 안정적 수소 수급 예측 밸류체인 개선해 가격도 낮춰야"

•   서경: 코로나發 높아지는 무역기술장벽···수출업계 주의보

•   서경: 이억원 기재1차관 "물가·금리상승 우려에 금융시장 발작 가능성"

•   서경: 반도체 품귀에 車 공장 '셧다운' 속출하는데...일감 줘도 싫다는 르노삼성 노조

•   서경: 8억 뛴 재건축···토지거래허가 넓어진다

•   서경: 文정부 4년···중국인이 서울·경기 땅 싹 쓸어갔다

•   서경: 수소연료전지발전소에 공들이는 지자체

•   조선(P1): 지금 급한 건 韓美 ‘반도체·백신 동맹’

•   조선: 넉달 뭉개다 “백신 스와프” 꺼낸 정의용… 당국 “알려줄 성과 없다”

•   조선: 美백신 기술이전 되면, 국내기업들 대량생산 6개월내 가능

•   조선: 판 뒤집었던 ‘평창 유치’ 때처럼… 기업인들 인맥 총동원해야

•   조선(P1): 모더나 백신마저 상반기에 못 온다

•   조선: 홍남기는 백신 부족한데 “11월 집단면역”… 與는 언론 탓, 화이자 탓

•   조선: [ALC 웨비나] 美정치원로들 “바이든, 중국 용납안해… 한국, 쿼드 동참하라”

•   조선: 한국, ILO 핵심협약 8개중 7개 비준

•   조선: 하루 1~2시간 일하는 ‘초단기 근로자’ 111만명 역대최대… 체감실업률도 15.6% 최고

•   조선: 1시간에 상자 1800개 내렸다, 로봇 본 택배사 입 벌어졌다

•   조선: 50대 그룹 총수 배당금으로 1조7800억원 받아

•   조선비즈: 모더나, 한국 백신 위탁생산설 나오지만…전문가들 “단기간 기술 습득 어려워”

•   조선비즈: [단독] 한은법에 '고용안정' 추가 與 개정안에 기재부 반대…한은도 '신중'

•   중앙(P1): "日정부 위안부 소송비 낼 필요없다" 법원, 강제집행 첫 제동

•   중앙(P1): 방미 앞둔 문 대통령, 시진핑 먼저 화상 대면

•   중앙: “하긴 해야하는데”…평가지수만 200개 'ESG 경영 어지럼증'

•   중앙: [대한민국 R&D 100조 시대] 올해 R&D 투자 100조 … 과학기술 발전 이끄는 정부출연연구기관

•   중앙: [대한민국 R&D 100조 시대] 기후변화 대응 선도하기 위해 과학기술 통한 탄소중립 실현에 앞장

•   중앙: [단독]이재명 백신 발언 2탄 "러시아산 도입 공개 검증하자"

•   동아: 몸값 쑥쑥 물류 스타트업 “자고나면 투자 몰려”

•   문화(P1): ‘백신 굼벵이’ 韓, 가구소득 2년 전으로 후퇴

•   문화: 정책 실패에 ‘마스크 방역’ 의존한 민생…소득 취약층 더 직격탄

•   문화: 연간 취업자 21만8000명 감소… ‘코로나 실업’도 최악

•   문화: 美국무부 “北 지난해 핵물질 생산 지속… 비밀시설 더 있다”

•   문화: <10문10답>DID 기술 기반 ‘디지털 신분증’이란

•   문화: [팩트체크]나랏빚에 연금충당부채 합산하는건 13개국뿐?… 13개국엔 美·英 등 회계선진국 포진

•   문화: 재건축 주도 아파트값 상승세 당분간 지속될듯

•   국민(P1): “백신 모범? 성급한 파티”… 이스라엘·칠레·영국 교민 인터뷰

•   경향: [단독]정부, 미얀마 유상원조 8개 전면 재검토

•   머니투데이(P1): [단독]"쿠팡 총수는 김범석"···공정위, 첫 '외국인 총수' 지정에 무게

•   머니투데이: 성장 발목잡을까' 김범석 총수지정 가닥…당혹스러운 쿠팡

•   머니투데이: 노무이슈 등 '뒷짐'...견제 부른 '100조 몸값' 쿠팡

•   머니투데이: 미국인' 김범석, 공정위가 쿠팡의 '총수'로 검토하는 이유

•   머니투데이(P1): [단독]與, '부당이익 몰수' 부동산거래분석원 추진…처벌수위 조정

•   머니투데이: '37년 천연가스 노하우' 가스공사, 수소경제·그린뉴딜 이끈다

•   머니투데이: "시스템반도체 키우자"...국회, 삼성에 힘 실어주나

•   머니투데이: 10명중 8명 “VR 보고 집 계약 하겠다”…확 달라진 ‘가상세계'

•   머니투데이: 한번 충전에 1000km 가는 수소열차 만든다

•   헤럴드경제(P1): 삼성 ‘이건희 상속세’ 내주초 발표

•   헤럴드경제: ‘고객이 원하면 뭐든’...e커머스, 라이프스타일 플랫폼 진화 [유통, 판이 바뀌다...생활혁명 <下>]

•   헤럴드경제: 패션·배달 전문몰 ‘귀하신 몸’...兆단위 몸값도 등장 [유통, 판이 바뀌다...생활혁명 <下>]

•   헤럴드경제: 판 키우는 ‘신종 모빌리티’...‘타다’ 빈자리 채울까

•   파이낸셜뉴스(P1): 전자제품도 감산 공포.. '반도체 플랜B' 꺼냈다

•   파이낸셜뉴스: PC부터 안마의자까지… "중기는 공급 후순위, 타격 더 클 것" [반도체 2차쇼크 중소형사 직격탄]

•   파이낸셜뉴스: 반도체 대란에 ‘IT공룡’ 아마존·구글도 패닉바잉

•   파이낸셜뉴스: LG "모바일 대신 전장"… 성장률 20% 넘나

•   파이낸셜뉴스: 건설기계 ‘전기 굴착기’ 상용화 속도

•   아시아경제: "총수 풀려나면 공격투자 이어졌다"…기업인 사면론 재점화

•   아시아경제: '공시 의무화' 불 떨어진 대기업…내부거래 비중 '물류' 삼성·'SI' 롯데 가장 높아

•   아시아경제: 체코 원전 수주전서 러 퇴출…韓 포함 3파전

•   아시아경제: 공매도 대기자금 56조원 '껑충'…주식시장 영향은?

•   디지털타임스(P1): 글로벌 밸류체인 재편 중심에 K-제조업

•   이데일리(P1): 공매도 카운트다운…천스닥에도 떨고있는 바이오株

•   이데일리(P1): [스페셜리포트]①미중 신냉전 속 한반도…文 `설계자` 돼야

•   이데일리: [스페셜리포트]②文, 내달 한미 정상회담 마지막 기회…北도 호응해야

•   이데일리: [스페셜리포트]④한·미·일 공조는 요원, 북·중은 밀착…더 꼬이는 한반도 방정식

•   이데일리: [스페셜리포트]③바이든표 대북정책 초읽기…北 도발할까

•   연합: 1주일만에 다시 700명대 예상…당국 "작은 불씨 하나도 주의할때"

•   뉴시스: '가동중단 4년째' 한빛원전 4호기…'손실액 2조원' 훌쩍

•   뉴시스: KB증권 "두산인프라코어, 두산중공업 합병 효과"…목표가↑

•   더구루: 두산, 러시아 영업망 확대… CIS 건설기계시장 공략

•   CEO스코어데일리: 대기업, 작년 부채 5.4% 증가…연내 갚아야 할 빚 780조 육박

•   에너지경제: 당정 경제정책 잇단 궤도수정 움직임에 탈원전 속도조절도 주목

•   에너지경제: 전국태양광발전협회, 정부 FIT 개편에 뿔났다…일부 발전사업자는 신중론

•   KHL: CE Barometer results for March 2021

•   대한경제: 현대건설, 정비사업 블랙홀 되나

•   대한경제: 올 1분기 입찰액 7조6261억…전년비 30.5% 증가

•   OilPrice.com: World’s Largest Oil Trader Expects Strong Demand Rebound This Year

•   OilPrice.com: A World Of Difference: One Year After Oil Prices Went Negative

•   OilPrice.com: Libya's Oil Production Falls Below 1 Million Bpd On Export Terminal Outage

•   OilPrice.com: Arab Gulf Countries Announced $10 Billion In New Oil And Gas Projects In Q1

•   전자신문(P1): 최점단 ICT장비를 한 눈에 볼 '월드IT쇼(WIS) 2021'개막

•   전자신문: [WIS 2021]WIS 2021 개막···언택트시대 디지털뉴딜 기술의 미래를 본다

•   전자신문: [단독]테슬라, 다음달 전기차 1만대 푼다...국산차 보조금 타격 불가피

•   전자신문: [미리보는 배터리 데이 2021]<2>'게임체인저' 전고체 배터리 R&D 동향 주목

•   전자신문: "2분기 D램 가격 전분기보다 18~23% 오른다"…삼성전자, SK하이닉스 수혜 전망

•   ZDNet Korea: LG전자, 베트남 휴대폰 공장 가전 라인으로 전환

•   ZDNet Korea: LCD 패널價 상승세…삼성·LG TV 수익성 '빨간불'

•   디지털데일리: [딜라이트닷넷] 통신3사, 올해 5G 28GHz 숙제 마칠 수 있을까?

•   Phone Arena: Samsung Galaxy Z Fold 3's battery life could be worse than predecessor's

•   DIGITIMES: DRAM maker Nanya to build new 12-inch fab

•   DIGITIMES: NAND flash controller supply remains tight

•   DIGITIMES: Notebook makers see 2Q21 shipments fall short of orders by up to 50%

•   Robotics & Automation News: Kuka releases new operating system for its industrial robots

•   Robotics & Automation News: Fanuc launches new ‘tabletop’ industrial robot

•   물류신문: ‘집 밖은 위험해’, 집콕 문화 속 주목받는 설치물류

[Opinions]

•   Project Syndicate(Robert J. Barro): Robert J. Barro Says More…

•   Project Syndicate(Jeffrey D. Sachs, William Schabas): The Xinjiang Genocide Allegations Are Unjustified

•   Project Syndicate(Mark Cliffe): The Case for Green Consumer Taxes

•   Project Syndicate(Laura Tyson, Jan Mischke): Productivity After the Pandemic

•   FT(Editorial Board): Western unity is key to dealing with Russia

•   FT(Editorial Board): EU green finance rules must be politically sustainable

•   FT(Martin Wolf): Economic recovery masks the dangers of a divided world

•   FT(Janan Ganesh): Corporate America’s woke moment won’t last

•   FT(David Gardner): Even Saudi Arabia and Iran may be thinking peace now

•   FT(Edward Price): A farewell to forward guidance at the Fed

•   FT(Stephanie Findlay): TikTok’s India ban should be a warning for tech companies

•   FT(Lex): Carbon capture: planetary detox needs jump start from state

•   WSJ(Editorial Board): John Kerry’s Climate Kowtow

•   WSJ(James Freeman): The Era of Easy Money

•   WSJ(Elisabeth Braw): A Shipping Crisis Waiting to Happen

•   WSJ(Rob Portman): Tax Hikes Will Stifle the Recovery

•   NYT(Paul Krugman): What’s the Secret of Biden’s Success?

•   NYT(Ross Douthat): America’s Amazon Problems

•   NYT(Ramanan Laxminarayan): How India Allowed the Virus to Overwhelm It

•   WP(Jennifer Rubin): Lawmakers are trying to scale back Biden’s infrastructure plan. Why?

•   WP(Jennifer Rubin): The nation breathes a sigh of relief after Derek Chauvin’s conviction

•   WP(Greg Sargent): Biden’s next big plan could blow up one of the GOP’s worst lies

•   WP(Norman Eisen, Kenneth W. Mack): Corporations that back voting rights will find it’s good for business, too

•   Bloomberg(Noah Smith): Trump Blazed a Trail That Clears the Way for Biden

•   Bloomberg(John Authers): Markets Haven't Priced in Biden's Tax Hikes Yet

•   Bloomberg(Andreas Kluth): German Politics Is Upside Down

•   CNN(Kenneth Roth): The last chance to save Alexey Navalny

•   Reuters(Clyde Russell): The stampede to exit coal is a worrying harbinger for LNG

•   Reuters(Andy Home): Supercycle or China cycle? Funds wait for Dr Copper’s call

•   Nikkei Asia(Kiyoteru Tsutsui): US and Japan gear up for a new era of competition with China