Business Intelligence Monitor 210422

(Introduction)

[Markets]

•   Global: Oil slips on COVID-19, data woes; stocks rebound

•   한국: 코스피 1.52% 급락해 3,200선 내줘…개인 2.7조 순매수

•   Metals: Copper up with equities, but virus surge limits gains

•   Grains: Corn, soy climb to multi-year highs on tight supplies, weather woes

[Indicators]

•   US Weekly Mortgage rates·applications: Weekly mortgage demand jumps 8.6% as interest rates hit 2-month low

•   UK Mar. CPI·PPI: Clothing and transport costs push UK inflation up

•   한국 1분기 중소기업 수출: 진단키트·반도체장비 '훨훨'···1분기 中企 수출 역대 최고

•   한국 4월 1~20일 수출: 4월 1∼20일 수출 45.4%↑…일평균 기준 36%↑

•   Japan Mar. Supermarket sales: Japan FY 2020 supermarket sales rise 0.7% amid pandemic

•   Japan Mar. Convenience store sales: Japan convenience store sales rise for 1st time in 13 months in March

•   India Feb. Payrolls: Fresh payroll additions in February at a 3-month low

•   India Apr. Consumer confidence: Consumer confidence among urban Indians weakens in April: Survey

[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: Iran Nuclear Deal Talks Advance as U.S. Offers Sanctions Relief

•   WSJ: The Job Market Is Tighter Than You Think

•   WSJ: FDA Finds Poor Conditions at Contractor’s Plant for Making J&J’s Covid-19 Vaccine

•   WSJ: Pfizer Identifies Fake Covid-19 Shots Abroad as Criminals Exploit Vaccine Demand

•   WSJ: Biden Administration Moves to Unwind Trump Auto-Emissions Policy

•   WSJ: U.S. Blacklists State-Owned Myanmar Timber and Pearl Companies

•   WSJ: Brazil’s Climate Overture to Biden: Pay Us Not to Raze Amazon

•   WSJ: Iron Ore Price Rally Blunts China’s Trade Pressure

•   WSJ: Executives Wonder if Their Stock Selloffs Were Linked to Archegos

•   WSJ: Foxconn Shrinks Plans for Wisconsin Plant

•   WSJ: China’s Green-Power Funding Is Blowing in the Wind

•   WSJ: Energy Giants Ditch Oil and Coal Projects. Smaller Rivals Want Them.

•   WSJ: Silicon Valley’s Deal Machine Is Cranking: ‘I’ve Never Seen It This Frenzied’

•   NYT: President Moon Jae-in Urges Biden to Negotiate With North Korea

•   NYT: Attorney General Merrick Garland announces an investigation into the Minneapolis Police Department.

•   NYT: Nation Faces ‘Hand-to-Hand Combat’ to Get Reluctant Americans Vaccinated

•   NYT: India’s Health System Cracks Under the Strain as Coronavirus Cases Surge

•   NYT: An E.V. Start-Up Backed by UPS Does Away With the Assembly Line

•   NYT: Welcome to the YOLO Economy

•   WP: Biden presses employers to provide paid time off for vaccine shots, recovery

※   United States will hit 200 million vaccination shots by Thursday

•   WP: Biden’s climate summit offers rare ‘breathing space’ with Putin amid growing rifts

•   WP: Faulty math: The claim that Biden’s infrastructure plan costs $850,000 per job

•   WP: After half a century in public life, Kerry gets one more shot

•   WP: Amazon’s first-ever hair salon will use AR technology

•   FT: Putin threatens ‘asymmetric’ and ‘tough’ response to US sanctions

•   FT: Vaccines are working: charts that show the Covid endgame

•   FT: Scientists warn of challenges to find antiviral pill to treat Covid

•   FT: Draghi plans €220bn overhaul of Italy’s economy

•   FT: German court clears way for EU recovery fund deployment

•   FT: Hawks press ECB to scale back bond buying despite rising Covid wave

•   FT: Dublin to push for ‘healthy and fair’ competition in corporate tax

•   FT: Brussels faces backlash over delay to decision on whether gas is green

※   dispute about how to label energy sources such as natural gas and nuclear power

•   FT: Pandemic hits UK household finances harder than EU peers

•   FT: Brexit lands English exporter in supply chain quagmire

•   FT: Salmond’s Alba party manifesto queries SNP independence commitment

•   FT: US may join Europe in mandating climate risk disclosures

•   FT: Covid stimulus revives calls for Washington to ‘Buy American’

•   FT: Vaccine patent gives US ‘leverage’ over manufacturers

•   FT: The US spat over the vaccine IP waiver

•   FT: ‘It is much worse this time’: India’s devastating second wave

※   reporting about 294,000 infections and 2,000 deaths a day

•   FT: EU and India plan global infrastructure deal

•   FT: Huarong debacle tests Beijing’s resolve to bail out state groups

•   FT: EU takes lead on AI laws

•   FT: Taiwan’s chip investment shifts into hyperdrive

•   FT: Lumber party: economic bounce fuels US wood price rally

•   FT: The new frontiers of hybrid work take shape

•   FT: John Kerry: Banks will be held accountable for net zero pledges

•   Bloomberg: China’s Xi Agrees to Take Part in Biden’s Climate Summit

•   Bloomberg: Biden Says He’ll Send Vaccines Overseas Once Supply Sufficient

•   Bloomberg: Momentum Grows in Congress for Legislation Confronting China

•   Bloomberg: ‘Diplomatic Boycott’ of Beijing Olympics Added to China Bill

•   Bloomberg: Europe Has Finally Turned a Corner on Covid-19 Vaccinations

•   Bloomberg: Investors Face ECB Fog as Policy Review Complicates Crisis Exit

•   Bloomberg: Greece Main Covid Lockdown to Ease in Early May as Tourism Opens Mid May

•   Bloomberg: Why Australia and South Korea Show Rare Resilience to Global Economic Crises

•   Bloomberg: Slow Vaccine Rollout Could Keep Australia Isolated Into 2022

•   Bloomberg: Bank of Canada Becomes First to Signal Exit From Stimulus

•   Bloomberg: Chinese Diplomat Signals No Thaw in Icy Ties with Australia

•   Bloomberg: BOJ Has Hit Normalization Limit Under Kuroda, Ex-Official Says

•   Bloomberg: Erdogan Says Turkey Used $165 Billion of Reserves in 2 Years

•   Bloomberg: Saudi Arabia to Speed Privatizations to Ease Budget Deficit

•   Bloomberg: Coronavirus Surge Spills Over Into World’s Financial Markets

•   Bloomberg: Fate of London Metals Pit Hangs in Balance After Trader Pushback

•   Bloomberg: EU Wants Tougher Climate Disclosure Rule as Firms Lag Behind

•   Bloomberg: Treasury's Janet Yellen Flags Private-Sector Money Role in Climate-Change Battle

•   Bloomberg: Debt Issuers Who Should Know Better Are Unsure What ESG Is

•   Bloomberg: Citi, UBS Among Global Banks in Carney’s Climate Action Pledge

•   Reuters: Global oil demand to peak in 2026: Rystad Energy

•   Reuters: OPEC+ heads for largely technical meeting next week - Russia, sources

•   Reuters: A year in the COVID-19 vaccine scheme COVAX

•   Reuters: Myanmar military says junta leader to join ASEAN summit -Nikkei Asia

•   Reuters: Second round of Saudi-Iran talks planned this month - sources

•   Reuters: Thailand sticks with Sinovac vaccine after cases of 'stroke-like' side effects

•   Reuters: BHP expects full-year iron ore output near upper end of forecast

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

•   Reuters: Analysis: The housing boom, central banks and the inflation conundrum

•   Reuters: Analysis: Chile's COVID-19 vaccine drive shifts to second doses over protection, supply concerns

•   Reuters: Analysis: U.S. banks' bond bonanza driven by extraordinary market conditions, regulatory decisions

•   Reuters: ANALYSIS-Europe Inc set to surge out of two-year profit slump

•   Reuters: SPECIAL REPORT Hong Kong activists retreat as China-style justice comes to their city

•   AP: China says 200 million citizens have been vaccinated

•   CNN: Here's why car prices are at record highs - and rising

•   CNN: Tesla owners warned of 'full self-driving' risks even before fatal crash

•   CNBC: Scientist who helped develop Pfizer-BioNTech Covid vaccine agrees third shot is needed as immunity wanes

•   CNBC: Inflation could hit 3-4% in the middle of 2022: strategist David Roche

•   CNBC: Navalny: UN experts say life in danger, call for medical evacuation

•   CNBC: Germany's Greens want to shake up the country's politics, here's how

•   CNBC: Former Treasury secretary on Biden's economic plans, U.S.-China competition

•   MarketWatch: Is the U.S. housing market heading for a crash? Here’s what the experts say

•   MarketWatch: Ericsson profit beats views, helped by 5G sales

•   SCMP: China urged to address global digital tax rules to avoid ‘new tariff war’ as G20 push for July consensus

•   SCMP: China seen bailing out biggest bad-debt manager while teaching investors a ‘hard’ lesson as contagion effects linger

•   Global Times: Annual vaccination against COVID-19 likely: leading Chinese vaccine expert

•   Nikkei Asia: Japan's first commercial hydrogen power plant to open near Mount Fuji

•   Nikkei Asia: India and Japan wrestle with new COVID waves driven by variants

•   Nikkei Asia: SoftBank set for record $41.7bn net profit in fiscal 2020

•   Nikkei Asia: Analysis: Biden's call to Putin puts Xi on the defensive

•   Economic Times: Curbs and labour migration worry companies amid surge in Covid cases

•   Economic Times: Public healthcare expert recommends new COVID-19 vaccine strategy for India

•   Economic Times: Care Ratings revises India's GDP growth forecast to 10.2 pc for FY22

•   Economic Times: Govt releases COVID data showing severity, demography of victims in 2nd wave same as 1st wave

•   Economic Times: India assessing need for coal units till 2030: Power Secretary

•   Mint: India's Covid-19 second wave peak may be reached in mid-May: CEA Subramanian

•   Mint: India may get fourth Covid-19 vaccine by August, says govt official

•   Business Standard: Maharashtra: Real coronavirus horror may unfold in next 10 days

•   Business Standard: Govt says 146 districts reported Covid positivity rate of over 15%

•   매경(P1): '집값 앗 뜨거' 목동·여의도·성수·압구정 거래허가구역 지정

•   매경: 거래허가제 묶였는데 목동은 화색…왜?

•   매경: 오세훈 "文대통령님, 여의도 시범아파트 한번 가보세요"

•   매경(P1): 美 3회 접종은 가격 올리려는것…바이든과 백신 담판을

•   매경(P1): 비트코인도 성에 안찬다…2030, 이젠 알트코인 영끌 투자

•   매경: 코인 불나방 투자자 느는데…10개부처, 감시 서로 '핑퐁'만

•   매경: "가상화폐, 검색 많아지면 하락한다"

•   매경: 화폐 아니라지만…비트코인, 결제 수단으로

•   매경: 한미 백신스왑 성사돼도…불안한 아스트라 가능성 높아

•   매경: TSMC 110조·인텔 22조 투자하는데…삼성 '속도'가 안난다

•   매경: 거대 투자산업 반도체…총수 결단이 생명

•   매경: 한국에 또하나의 장벽 '초미세 패키징'

•   매경: "소득 3만弗 생활수준 맞추려면…서울전역 용적률 2배 올릴 필요"

•   매경: 씨티銀 매각 첩첩산중…청산 가능성 '솔솔'

•   매경: ① ESG, 기업에 부담만 주나…길게 보면 기회이자 투자

•   매경: 2003년 유엔환경계획 FI서 첫 등장…ESG, CSR와 개념 달라

•   매경: "반도체대란 지속땐 TV 생산도 어렵다"

•   매경: 與 '감세론'에 집값 또 들썩…홍남기 '어찌하오리까'

•   매경: 원자력발전 비중 높은 국가일수록 전력 수입량 줄었다

•   매경: [Hello Guru] 디지털 전환 시대 기업이 생존하려면 아마존보다 '아마존생태계' 만들어야

•   한경(P1): 12억 이하 1주택자, 올해부터 종부세 안낼 듯

•   한경: 종부세 기준 12억땐 20여만 가구 빠져…재산세 감면도 크게 늘 듯

•   한경: '보유세 강화' 외치더니, 선거 패하자 말 바꾼 與 잠룡들

•   한경: 삼성 vs LG "스마트 라이프 혁신기술, 누가 센지 붙어보자"

•   한경: "3차원 가상세계 체험 짜릿"…메타버스 등 혁신기술 대거 선봬

•   한경: '움직이는 발전소' 아이오닉5…손님 인식하는 무인택시에 환호

•   한경: "비온 뒤 패였네요"…AI가 노면 감지·교량 안전 점검

•   한경: [단독] 정치 보폭 넓힌 김동연 "규제 개혁해 대기업 늘어나야"

•   한경: 원전 15기 전력 아낀다…삼성의 '지구 살리는 반도체'

•   한경: LG전자, 매출로도 월풀 제치나

•   한경: [마켓인사이트] 일진머티리얼즈, 8000억 유치 유럽에 동박 생산공장 짓는다

•   한경: "中企 일손 부족 아우성…주 52시간 늦춰야"

•   한경: 총 배당금 33조원, 작년 코스피 배당 사상 최대…전년보다 60% 급증

•   한경: "공매도 재개에 떨고있는 개미들…이 주식 담아라"

•   한경: 서울 아파트 10가구 중 4가구, 30대 이하가 샀다

•   한경: "18만5000가구 공급"…서울 재개발·재건축의 시간이 온다

•   서경(P1): "발전공급 줄여라" 결국 탈난 태양광

•   서경: 인프라 없이 신재생 과속···'강제 전력종료' 계약 작년만 8건 달해

•   서경: "韓, 탄소중립 핵심 'CCUS판 쿼드' 합류해야"

※   전경련: 탄소포집(흡수)기술의 글로벌 동향과 과제

•   서경: 제주 풍력 출력제한' 3개월새 30회···남는 전기 육지로 보내도 해소 안돼

•   서경(P1): [단독] 與, 반도체 지원 속도···R&D·설비투자액 40% 세액공제 추진

•   서경(P1): "파운드리 투자 확대"···하이닉스도 반도체大戰 가세

•   서경(P1): 3기 신도시 등 3만가구 연내 사전청약 강행

•   서경: 지자체 반발에 토지보상도 난항···'청약 난민' 속출할 수도

•   서경: 사전청약 당첨 후 다른 주택 사면 자격 상실···소득 요건은 모집 공고 시점 기준

•   서경: 신규택지 이달 말 공개···'공급 확대' 확실한 시그널 줄까

•   서경: 그래픽카드 품귀에···PC부품 中企 절규

•   서경: '발등의 불' 與···'대선 前 감세' 법안 무더기 발의

•   서경: [단독] 쿠팡 총수 지정 논란···산업부, 한미FTA 위반 여부 검토 착수

•   서경: "반도체는 안보 기술...동맹국간 정책공조해야"

•   서경: 코로나 타격' 작년 하반기 음식점 종사자 18만명 줄어

•   서경: 원전 오염수 해양방출 '마이웨이' 日, 韓 항의방문·조사참여 수용 속내는

•   서경: 美 3개州 삼성 반도체공장 유치전 '가열'···애리조나 '다크호스'

•   서경: 삼성, 美 반도체기업 인수하나...월가서 다시 불거진 M&A설

•   서경: 레버리지 뛰어든 개미군단 40만명···식지 않는 ‘한 방’ 열기

•   서경: "개인 실탄 50조···7~8월 증시 과열 가능성"

•   서경: 초대형 민간 개발 '시동'···부동산 지도 바뀐다

•   서경: 서울 오피스 10곳 중 1곳 비었다

•   조선(P1): “日에 소송 못해” 위안부 판결 석달만에 뒤집혔다

•   조선: “난 언제 맞나” 어르신 맘 급한데… 시군구 75곳 아직도 접종 0명

•   조선: 홍남기 이제야 “국민연금, 소득대체율 인상만큼 보험료 올려야”

•   조선: 당정 “LTV 혜택받는 대상 넓히고, 우대 비율도 20~30%p로 확대 추진”

•   조선: 文정부 들어 법정 의무지출 年14조 증가

•   조선: 엔비디아 “CPU 진출” 인텔 “車 반도체 생산”

•   조선: 테크기업들의 차세대 격전지는 ‘손’

•   조선비즈: [실패한 부동산정책]② "투기꾼이 문제"라던 정부… 청와대 대변인은 흑석동 집사고, LH 직원들은 땅투기했다

•   조선비즈: [르포] 코로나 신속 검사 도입하는 서울대 가보니…“1시간만에 확진 판정, 정확도 95%”

•   조선비즈: "반도체 대란, 내년까지 이어진다"… 車·가전 가격 상승 불가피

•   중앙: 얀센도 희귀혈전 연관성…의료계 “AZ백신처럼 30세 미만 접종 제한할 수도”

•   중앙: [outlook] 미얀마 임시정부, 소수민족과 연방군 추진…군부 꺾을 변수

•   동아: 홍남기 “3분기 백신 2500만명분+α 도입”

•   동아: 정부, ‘한국형 ESG 지표’ 연내 만든다

※   산업부: 산업부, K-ESG 지표 정립 본격 착수

•   문화(P1): 文정부정책 위헌 소송, 朴정부 대비 60% 급증

•   문화(P1): 전파력 무서운 ‘변이’ 감염 10% 육박

•   문화: [단독]취업·결혼·내집마련도 힘든데 연금까지… “Z세대는 절망세대”

•   문화: “내년 선거에 영향”…‘국가철도망’에 사활 건 지자체들

•   문화: <파워인터뷰-전광우>“ESG 흐름 점점 커져도… 무작정 따르기보단 상황에 맞게 속도 조절해야”

•   문화: “쌍용차 살려야 지역경제 산다”… 민·관·정, 지원책 머리맞대

•   문화: ‘닥터코퍼’ 구릿값 상승세… 경기회복 신호탄?

•   국민: [단독] 실업급여 급증에 급해진 정부… 고용보험료 인상하나

•   서울(P1): 文, 러시아 백신 도입 검토 지시

•   경향: 석탄발전, 2035년엔 ‘무쓸모’

※   기후솔루션: [보도자료] 한국의 석탄발전, 낙관적 조건에서도 2030년엔 경제성 상실

•   머니투데이(P1): 람보르기니는 없어서 못 파는데…중산층이 사라졌다

•   머니투데이: 부동산·주식 다 올랐지만…계층 사다리 걷어찬 코로나

•   머니투데이(P1): 車이어 서버용 D램도 '품귀'…삼성 반도체 실적 더 좋아진다

•   머니투데이: 올해 우리집 재산세 깎아주려면...7월초까진 法 바꿔야

•   머니투데이: 반도체난에 車공장 세운 한국GM..노조는 임금협상 단합회?

•   머니투데이: 도미노피자, 드론·로봇이 피자 배송한다

•   머니투데이: 삼성, 애플 제치고 1분기 스마트폰 '1위' 탈환…점유율 23%

•   머니투데이: 文대통령 "석탄발전 수출금융 중단"...한전·두산重 어쩌나

•   헤럴드경제(P1): 반도체시장 환경 급변…줄잇는 이재용 사면론

•   헤럴드경제(P1): 정의용 “美, 백신 여유분 없다고 해”

•   파이낸셜뉴스: ‘수출 → 내수’ 선순환 고리 끊겨… "격차 해소 코로나에 달렸다" [경기회복, 문제는 내수]

•   파이낸셜뉴스: 올여름 IPO 키워드 '코스피' 이달 상장예비심사 신청 4곳

•   파이낸셜뉴스: 두산중공업 떠난 자리 당근마켓이 메웠다

•   아시아경제: 非메모리처럼 될라…아마존·구글 사재기에 메모리도 수급난

•   아시아경제: 노조법 절충 D-5, 재계 "보완 입법을"… 마지막 줄호소

•   디지털타임스(P1): "세금에 허리휜다"… 국민 75% `불공정` 토로

•   이데일리(P1): [인터뷰]①이재명 “반기업 아니다…기본적으로 시장주의자”

•   이데일리: [줌인]백신 부족사태에 국내 개발사로 쏠리는 눈…연내 출시는 아직 불투명

•   이데일리: '스와프'·'8월 대량 생산'·'자체 도입' 백신 민심 악화되자 구호 난무

•   이데일리: 임대차 3법이 불지른 전셋값…52개월 꼬박 모아야 전세보증금

•   이데일리: 탄소중립 실현 속도내는 삼성·SK·LG

•   이데일리: 반도체 장비, '제2반도체' 이차전지 장비 '군침'

•   연합: 오늘도 700명 안팎 예상…급증세 없다지만 확산세 지속 우려

•   연합: 홍남기 "신규 석탄발전소 7기, 2050년 이전 조기중단도 검토"

•   연합: 화웨이 '美제재 타격' 스마트폰 매장서 전기차 판매 시작

•   연합인포맥스: [연합인포맥스 폴] 1분기 GDP 1.2% 성장 전망…전년비 플러스 전환

•   연합인포맥스: 갑자기 ECB에 눈길 주는 채권시장…매파 금통위에 겁먹었나

•   비즈니스포스트: 두산 수소사업에 미래 건다, 박정원 투자자금 위해 알짜사업 더 팔까

•   데일리안: "中 훈풍타고"…건설기계 '쌍두마차' 두산·현대 '순항'

•   노컷뉴스: [단독]미얀마 군부 '돈줄' 의혹 포스코인터…ESG 최상위 평가 논란

•   reNews: Offshore wind powered 39% of UK homes in 2020

•   FuelCellsWorks: Fuel Cells Can Optimize Renewable Energy Storage - Fuel Cells Works

•   KHL: Messe München: future of bauma and trade shows is ‘hybrid’

•   For Construction Pros: Toyota Industries Corporation Launches Autonomous Vehicle Software Company

•   대한경제: 전기차 전쟁 본격 불붙었다…간판 모델 교체도 불사

•   OilPrice.com: Why Natural Gas Won’t Be Replaced Anytime Soon

•   OilPrice.com: Will Big Oil’s Huge Carbon Capture Bet Pay Off?

•   OilPrice.com: Will COVID Derail The World’s Hottest Offshore Oil Boom?

•   OilPrice.com: Reinstated Lockdowns Threaten India’s Oil Demand Recovery

•   MINING.com: Chile covid cases surge dents Antofagasta copper output

•   MINING.com: China to strengthen raw material price supervision, crack down on speculators

•   전자신문: [단독]EU "지문신용카드 상용화"...삼성도 양산 추진

•   전자신문: [이슈분석] '해운재건' 정책 3년 만에 되살아 난 해운업계

•   전자신문: [이슈분석] 해운업 살아나자 조선·철강 낙수 효과

•   DIGITIMES: PC component shortage to start easing in 2Q22, says Foxconn chairman

•   DIGITIMES: PCB makers wary of overbooking by clients

•   DIGITIMES: Nanya to defend market share with new chip plant, says president

•   DIGITIMES: Copper foil shortages to continue into 2Q21

•   DIGITIMES: Taiwan sees sharp decrease in 1Q21 investment from China

•   Robotics & Automation News: BMW and Nvidia develop ‘next level’ virtual factory planning

•   Robotics Tomorrow: Virtual to Reality: Delivering Accuracy to The Real World

•   Robot Report: FANUC adds 10th tabletop industrial robot to LR Mate Series

•   로봇신문: 中 산업용 로봇 1분기 판매량 전년比 108%↑

•   로봇신문: 라운지랩, 협동로봇 아이스크림 스토어 ‘브라운바나’ 오픈

[Opinions]

•   Project Syndicate(Jeffrey Frankel): What Three Economists Taught Us About Currency Regimes

•   Project Syndicate(Kemal Derviş, Sebastián Strauss): Can Multilateral Cooperation Coexist with Great-Power Rivalry?

•   FT(Robert Shrimsley): Boris Johnson is not the man to clean up British public life

•   FT(Martin Sandbu): The eurozone is taking the lead in testing the digital currency waters

•   FT(Gerrit Smit): Time to bet on microchips

•   FT(Anne Richards): Central banks need to take action now on climate change

•   FT(Andrea Lorenzo Capussela): The EU’s future hinges on Italy’s recovery fund reforms

•   FT(Jennifer Lind): With US help, Japan’s stance towards China hardens

•   FT(Lex): Verizon: subscriber losses risk 5G spending plans

•   WSJ(Editorial Board): Railing Against the Wind

•   WSJ(Editorial Board): Inoculating the Government

•   WSJ(Alan S. Blinder): Welcome to Joe Biden’s Boom Economy

•   NYT(Thomas B. Edsall): Why Trump Still Rules the Republican Party

•   NYT(Kara Swisher): Tech in the Post-Pandemic World

•   WP(Editorial Board): Biden promises big on climate change. Delivering will be much harder.

•   WP(Editorial Board): The U.S. has vaccinated half of adults. The problem is the second half.

•   WP(Marc A. Thiessen): The Johnson & Johnson vaccine pause is costing American lives

•   WP(Megan McArdle): The pandemic has been awful. It could have been so much worse.

•   Bloomberg(Noah Smith): A Digital Yuan Should Be Welcomed by the U.S.

•   Bloomberg(John Authers): A Bond Tantrum Is Better Than a Lehman Moment

•   Bloomberg(Jared Dillian): Dogecoin Symbolizes the Conundrum Facing Investors

•   Bloomberg(Karl W. Smith): Why Do Some Democrats Want to Give the Wealthy a Tax Break?

•   Bloomberg(Lionel Laurent): Dogecoin Barks But Britcoin Would Bite

•   Bloomberg(Clara Ferreira Marques): Now’s The Time to Tackle Vaccine-Hesitant Parents

•   Bloomberg(Pankaj Mishra): Modi Owns India’s Unfolding Covid Disaster

•   Bloomberg(Mark Gilbert): A Rare Corner of the Markets That Europe Still Controls

•   Bloomberg(Lisa Abramowicz): $12.3 Trillion in Stimulus Killed the Debt Default Cycle

•   Bloomberg(Lara Williams): Gen Z and Millennials Are the Next Vaccine Challenge

•   CNN(Bernie Sanders): How to raise trillions without hiking taxes on working Americans

•   Fox News(Marc Siegel): COVID vaccines and fear – J&J pause was a big mistake. Here's why

•   Reuters(Mike Dolan): When geopolitics matters to markets

•   Reuters(John Kemp): U.S. net zero goal implies energy system transformation

•   Nikkei Asia(William Pesek): The Taiwan risk gorilla kicks Kim to Asia's sidelines