Business Intelligence Monitor 210426

(Introduction)

[Markets]

•   Global: Strong data lifts stocks after tax scare; oil gains

•   한국: 코스피, 0.27% 오른 3,186 마감…개인 2천300억 순매수

•   한국: 中감산·경기회복…펄펄 끓는 철강株

•   한국: '금리상승 수혜' 은행주…외국인·기관 '쌍끌이 매수'

•   한국: 두산그룹주 하락 많아, 두산퓨얼셀 두산중공업 내리고 두산밥캣 올라

•   Japan: Japan's green stocks climb as Suga vows to fight climate change

•   Metals: China's pollution clampdown drives aluminum to three-year peak

•   Iron ore: Iron ore price up as China steel futures hit new highs

•   Grains: Corn, soy extend multi-year highs on tightening global supplies

•   Cryptocurrency: Bitcoin (BTC) price plunges as $260 billion wiped off cryptocurrencies

[Indicators]

•   US·Europe·Asia Mar. PMI: U.S., Global Economy See Pickup as Services Revive and Factories Ramp Up

•   US Mar. New home sales: U.S. New-Home Sales Rise More Than Forecast After Winter Setback

•   US Mar. Leasing & Finance index: Leasing Business Grows 26% in March: ELFA

•   US Weekly Rig count: U.S. oil rig count falls for first week since March -Baker Hughes

•   US Q1 GDP Nowcast: Apr 23, 2021: New York Fed Staff Nowcast

•   UK Mar. Retail sales: Surging demand signals strong rebound for UK economy

•   UK Apr. Consumer confidence: UK consumer confidence rises to highest level since first lockdown

•   한국 1분기외국환은행 외환거래: 서학개미·수출증가...1분기 환거래 역대 최대

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매수심리 2주째 반등

•   한국 4월 주택가격 동향(KB): 서울집값 일단은 진정세

•   Japan Mar. CPI: Japan's CPI dips 0.1% in March, but downward pressure eases

•   Russia Benchmark rates: Russia Raises Rates Amid Standoff With West, Signs of Covid-19 Economic Recovery

[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: Factories, GDP, Central Banks

•   FT: US tech and UK banks head earnings bonanza, Fed rate meeting

•   Bloomberg: Behold the U.S. Economy’s Recovery as Fed Stays Course: Eco Week

[News]

•   WSJ: The West Looks Past Covid-19 and Sees Economic Resurgence

•   WSJ: The $115 Trillion Price Tag to Cut Global Emissions

•   WSJ: Biden Focuses on Capital-Gains Taxes as He Seeks Money for Social Programs

•   WSJ: Bipartisan Group Backs Gas-Tax Increase as Option to Fund Infrastructure

•   WSJ: Centrist Senators Signal Progress on Infrastructure Talks

•   WSJ: Some Democrats Push for Permanent Expansion of Unemployment Benefits

•   WSJ: U.S. Lifts Pause on J&J’s Covid-19 Vaccine

•   WSJ: Johnson & Johnson’s Covid-19 Shot to Be Given Again at Vaccination Sites

•   WSJ: Covid-19 Vaccine Supply Set to Outpace Demand

•   WSJ: Fauci Says U.S. Doing Well on Vaccinations, Concerned About Level of Covid-19 Infections

•   WSJ: Biden’s Pledge to Slash Emissions Would Require Big U.S. Changes

•   WSJ: Covid-19 Mask Mandates Are Again at Center of Political Battles

•   WSJ: The Fed’s Next Test Is Breaking the Ice Over Policy Shift

•   WSJ: Covid Unemployment Relief Makes Help Impossible to Find

•   WSJ: India Will Get Covid-19 Test Kits, Protective Gear From U.S. as Cases Surge

※   marking the fourth consecutive day the country has set a global record for a single-day rise in infections

•   WSJ: India’s Covid Surge Is Most Ferocious Yet. ‘Spreading Like Wildfire.’

•   WSJ: What We Know About India’s ‘Double Mutant’ Covid-19 Variant

•   WSJ: A Covid-19 Vaccine’s 1,500-Mile Journey Through India

•   WSJ: Covid-19 Case Cluster Linked to One Flight Stirs Debate Among Health Experts

•   WSJ: U.S. Beefing Up Defenses to Aid Afghan Withdrawal

•   WSJ: China’s Communist Faithful Flock to ‘Red Sites’ Ahead of Party Centennial

•   WSJ: Hundreds Detained by Myanmar Military Simply Disappear—‘Where Is My Mom?’

•   WSJ: SPAC Surge Pumps Up Junk-Bond Market

•   WSJ: SPAC Insiders Can Make Millions Even When the Company They Take Public Struggles

•   WSJ: Wild Market Ride Lifts Everything From Lumber to Stocks to Bitcoin

•   WSJ: Stock Market Investors Must Keep an Eye on the Corporate Cash Mountain

•   WSJ: CEOs Speak About the Economy, the World Reopening, Crypto and More

•   WSJ: SpaceX Launch Reaches Space Station in Latest NASA Mission

•   WSJ: Restaurants Serve Up Signing Bonuses, Higher Pay to Win Back Workers

•   WSJ: Tesla, Apple and Amazon Headline a Heavy Earnings Week

•   NYT: Biden’s Climate Summit Sets Up a Bigger Test of American Power

•   NYT: Biden’s Bet on a Climate Transition Carries Big Risks

•   NYT: E.U. Set to Let Vaccinated U.S. Tourists Visit This Summer

•   NYT: AstraZeneca Vaccines Made at Troubled Baltimore Plant Were Shipped to Canada and Mexico

•   NYT: A Tiny Part’s Big Ripple: Global Chip Shortage Hobbles the Auto Industry

•   NYT: Vaccines Are Effective Against the New York Variant, Studies Find

•   NYT: Millions Are Skipping Their Second Doses of Covid Vaccines

•   NYT: Michigan’s Covid Wards Are Filling Up With Younger Patients

•   NYT: Half a Year After Trump’s Defeat, Arizona Republicans Are Recounting the Vote

•   NYT: Navalny, Putin’s Nemesis, Ends Hunger Strike in Russia

•   NYT: U.K. Far Right, Lifted by Trump, Now Turns to Russia

•   NYT: As Covid-19 Devastates India, Deaths Go Undercounted

•   NYT: Biden Officials Place Hope in Taliban’s Desire for Legitimacy and Money

•   NYT: Ravaged by Covid, Brazil Faces a Hunger Epidemic

•   NYT: We’re All Crypto People Now

•   NYT: C.E.O. Pay Remains Stratospheric, Even at Companies Battered by Pandemic

•   WP: Americans give Biden mostly positive marks for first 100 days, Post-ABC poll finds

•   WP: Biden's first joint address to Congress: A historic backdrop and sparse crowd

•   WP: As pandemic surges anew, global envy and anger over U.S. vaccine abundance

•   WP: White House’s new $1.8 trillion ‘families plan’ reflects ambitions — and limits — of Biden presidency

•   WP: Biden calls mass killing of Armenians a ‘genocide’ in break with previous presidents

•   FT: EM issuers raise record $191bn on foreign debt markets in early 2021

•   FT: Vaccine makers say IP waiver could hand technology to China and Russia

•   FT: Global chip shortage spreads to toasters and washing machines

•   FT: New US climate strategy opens up old faultlines with Europe

•   FT: Biden to visit UK and Brussels in first overseas trip as US president

•   FT: Germany’s ‘muesli eaters’ show new hunger for power

•   FT: Russian brinkmanship leaves clear message for Ukraine and allies

•   FT: French policewoman killed in suspected Islamist attack

•   FT: Europe attempts to take leading role in regulating uses of AI

•   FT: How Draghi’s Italy became ‘model European’

•   FT: Cummings broadside accuses Johnson of ‘possibly illegal’ acts

•   FT: Labour demands investigation into funding of Johnson’s flat renovation

•   FT: Former attorney-general labels Boris Johnson a ‘vacuum of integrity’

•   FT: Labour puts pressure on Sunak over Greensill Capital affair

•   FT: UK public support green taxes to achieve net zero, survey finds

•   FT: UK banks warn of slow take-up for state recovery loan scheme

•   FT: US offshore wind projects test strength of Biden green jobs promise

•   FT: China tightens credit conditions in bid to balance growth and debt

•   FT: Malaria vaccine trial raises hopes of beating disease

•   FT: France, Libya and the ‘crazy’ frontline death of Chad strongman Déby

•   FT: Iran foreign minister says military has caused diplomatic damage

•   FT: Russia signals June date for possible Putin-Biden summit

•   FT: Navalny supporters face full force of Kremlin wrath

•   FT: India airlifts medical supplies from abroad as Covid ‘shakes nation’

•   FT: Turkey rejects Biden’s recognition of Armenian genocide

•   FT: Investors plough money into US inflation-protected bond funds

•   FT: Investors in uproar over Biden’s proposed capital gains tax rise

•   FT: Wirecard enjoyed ‘no special treatment’, says Merkel

•   FT: China’s central bank fights Jack Ma’s Ant Group over control of data

•   FT: VW warns of big production hit as chip shortage worsens

•   FT: Credit Suisse shareholders seek risk chief’s scalp after twin scandals

•   FT: UK and European banks plan to slash business trips after pandemic

•   FT: China private jet use soars as economy hits pre-pandemic levels

•   FT: End of an era for the International Space Station as Russia looks east

•   FT: ‘It was too good to be true’: holiday-let landlords count their pandemic losses

•   FT: Big pay battles loom as investors say no to pandemic bonuses

•   FT: Shipping looks to hydrogen as it seeks to ditch bunker fuel

•   FT: Exxon investors warned of ‘existential’ risk from emissions goals

•   Bloomberg: Vaccine Travel Rules Widen the Rift Between China and the West

•   Bloomberg: Vaccine Shortage Holds Emerging Markets Back from Global Rally

•   Bloomberg: Charting the Global Economy: Central Banks Seen Holding the Line

•   Bloomberg: Biden’s Broadband Plan Is Bold but Economic Payoff Unclear

•   Bloomberg: Stop Vaccine ‘Finger Wagging,’ Says Top U.S. Health Official

•   Bloomberg: When Will U.S. Vaccination Be Done? We're Getting Closer

•   Bloomberg: U.S. Wages Are About to Sink in an Odd Sign of Economic Strength

•   Bloomberg: Rich Americans Hunt for Ways Around Tax Hikes They Were Warned About

•   Bloomberg: Biden Bid to Raise Economic Speed Limit Gets Boost From Business

•   Bloomberg: ECB Officials Expect Heated June Decision on Crisis Program

•   Bloomberg: London’s Covid Deaths Boost Crowded Housing on Agenda for Mayor Election

•   Bloomberg: China’s Economy Continues Booming After Record First Quarter

•   Bloomberg: Beijing Hopes U.S. Companies Will Push to Scrap China Tariffs

•   Bloomberg: India’s Double-Digit Growth Forecast in Peril as Virus Hits Hard

•   Bloomberg: World's Biggest Covid-19 Crisis Threatens Modi's Grip on India

•   Bloomberg: Hong Kong-Singapore Travel Bubble Said to Start on May 26

•   Bloomberg: Iran Says U.S. Must Lift Sanctions From 1,500 to Fix Deal

•   Bloomberg: Turkish Central Bank Chief Defends Policies That Sapped Reserves

•   Bloomberg: Japan Double-Dip Recession Risk Looms With New Virus Emergency

•   Bloomberg: Chinese Firms Are Listing in the U.S. at a Record-Breaking Pace

•   Bloomberg: Dollar Consensus Splinters as Investors Clash on U.S. Recovery

•   Bloomberg: Treasuries Reprieve Buoys Emerging Markets, but Buyers Are Picky

•   Bloomberg: Big Oil Sees Cash Rolling In, But Investors Won’t Get It Yet

•   Bloomberg: Traders Reach Crucial Moment in Timing of Fed Rate-Hike Cycle

•   Bloomberg: The Grocery Food Price Bill Is Going to Get More Expensive

•   Bloomberg: Virus Surge and China Are Muddying the Bullish Asian Stock Story

•   Bloomberg: FX Investors See Metals as a Way to Get In on Biden’s Trillions

•   Bloomberg: Business Class Opens to Masses as Affordable Refuge From Covid

•   Bloomberg: China Says Top Level IP Protection Drafts Near Completion

•   Bloomberg: Governments Want You to Buy Green. Ignore Them at Your Peril

•   Bloomberg: EU Eyes New Pollution-Cutting Trading System for Cars, Buildings

•   Bloomberg: Why EU Climate Weapon Is in the Financial Fine Print: QuickTake

•   Bloomberg: ESG Tax Credits: U.S. Banks Pledge to Make More ESG Deals and Get Tax Perks

•   Bloomberg: Biden Exploring Border Adjustment Tax to Fight Climate Change, John Kerry Says

•   Bloomberg: Battery-Metal Rush Pits Miners Against Marine Biologists

•   Reuters: EU to shortly sign world’s largest vaccine deal with Pfizer

•   Reuters: EU backs AstraZeneca COVID-19 vaccine as blood clot reviews continue

•   Reuters: EXCLUSIVE Biden will push allies to act on China forced labor at G7 -adviser

•   Reuters: Germany faces lockdown until June as curbs fail to push down cases

•   Reuters: Pivotal U.S. Senate Democrat wants 'more targeted' infrastructure bill

•   Reuters: Global economy to stage vigorous recovery; jobs growth to lag

•   Reuters: SE Asian nations say consensus reached on ending Myanmar crisis

•   Reuters: Myanmar activists deride ASEAN-junta consensus, vow to continue protests

•   Reuters: EXCLUSIVE Results of Russian sanctions ‘pretty close’ to hopes so far -U.S. official

•   Reuters: California governor seeks end to oil drilling in state by 2045

•   Reuters: EU blames China for endangering peace in South China Sea

•   Reuters: France’s Macron plans to donate 500,000 COVID vaccine shots

•   Reuters: Japan PM's push for higher minimum wage faces uphill battle amid pandemic

•   Reuters: Japan to tackle red tape to boost renewable energy

•   Reuters: China has not accumulated excess foreign debt amid Fed easing - regulator

•   Reuters: Saudi Arabia sees over $200 bln in savings from energy reforms plan - FinMin

•   Reuters: Clashes on Gaza border as Ramadan violence flares in Jerusalem

•   Reuters: Thai central bank says likely to slash GDP forecasts after new virus outbreak

•   Reuters: SPECIAL REPORT Giant U.S. landlords pursue evictions despite CDC ban

•   AP: America's gas-fueled vehicles imperil Biden's climate goals

•   AP: EXPLAINER: What does Japan’s virus state of emergency mean

•   CNN: Clean tech: The last green energy boom turned to bust. Will this time be any different?

•   CNN: India is churning out billion-dollar startups. Now they need to start making money

•   CNBC: The Fed is unlikely to hint at policy change, despite stronger economy

•   CNBC: 10-year Treasury yields will break out of slump in weeks: Wells Fargo

•   CNBC: MIT researchers say you're no safer from Covid indoors at 6 feet or 60 feet in new study

•   CNBC: Covid vaccine: Single dose cuts infection rate by 65%, study finds

•   CNBC: Climate: Renewables could oust fossil fuels to power the world by 2050

•   CNBC: Final capital gains tax increase likely will be much less than Wall Street fears, Goldman says

•   CNBC: Bitcoin a 'gimmick' and resembles a Ponzi scheme: 'Black Swan' author

•   CNBC: Offshore wind firm to work with researchers on recycling glass fibers to tackle blade waste

•   MarketWatch: Why the Fed’s focus on those hardest-hit by the pandemic matters for markets

•   Fox Business: Elon Musk says ‘bunch of people will probably die’ during Mars mission

•   Axios: Exclusive: Biden's economic team makes its case for big climate investments

•   SCMP: China checks if Seoul still cool on joining US-led Quad alliance

•   SCMP: IPO plan of TikTok maker ByteDance is set back by US-China tensions, sources say

•   SCMP: TikTok owner ByteDance takes on Alibaba, Pinduoduo in big e-commerce push

•   SCMP: Xinjiang cotton: why it is so hard to find out the truth about forced labour claims

•   SCMP: Is Asean’s Myanmar five-point consensus workable, and what is next?

•   SCMP: South China Sea: Vietnam building up its maritime militia, magazine says

•   SCMP: China population: what’s driving central bank concern about the nation’s ageing workforce?

•   SCMP: China’s carbon-neutrality push prompts major coal-production region to beg banks for financing

•   SCMP: Semiconductor-starved mainland China seen driving long-term surge in exports from Taiwan

•   SCMP: China-Australia relations: consumers pockets on both sides will foot the bill for ‘trade battle’, expert says

•   Global Times: Ant Group and Tencent work with China's central bank to push forward digital yuan

•   Global Times: Foxconn extends footprint in Chinese mainland as US project shrinks

•   Nikkei Asia: Getting Taiwan just right: Inside Japan and US's historic statement

•   Nikkei Asia: 74% in Japan support engagement in Taiwan Strait: Nikkei poll

•   Nikkei Asia: Suga to declare COVID state of emergency in Tokyo, western Japan

•   Nikkei Asia: Japan declares COVID emergency with Olympics 3 months away

•   Nikkei Asia: Suga suffers triple defeat in bellwether Diet by-elections

•   Nikkei Asia: Honda accelerates along EV road under new CEO Mibe

•   Nikkei Asia: GE pushes installation of typhoon-proof offshore turbines in Japan

•   Nikkei Asia: Japan should try California-style solar panel mandate: Koizumi

•   Nikkei Asia: Japan shipbuilders ink capital tie-up to take on overseas rivals

•   Nikkei Asia: Suga stopped short of 50% emissions cut, after White House visit

•   Nikkei Asia: Asia shares a patchwork of climate goals: 5 things to know

•   Nikkei Asia: COVID-19 vaccination for those under 65 may start in July: minister

•   Nikkei Asia: Japan and India stock markets feel pain from COVID surge

•   Nikkei Asia: Myanmar anti-coup leader says ASEAN summit falls short of goals

•   Mainichi: Fresh COVID-19 emergency could dampen Japan's economic recovery hope

•   Japan Times: Challenges abound as Japan eyes new basic energy policy in June

•   Economic Times: COVID challenge bigger than last year, stop it from hitting villages: PM Modi

•   Economic Times: View: Vaccination is the only real weapon to stop Covid-19. India must continue and intensify the drive

•   Economic Times: Remdesivir production will be up from 38.80 lakh units/month to 74 lakh units/month by May: MHA

•   Mint: Vaccinating all above 18 years to cost 0.36% of GDP: India Ratings

•   Mint: Delhi extends lockdown by a week. What is allowed and what's not

•   Business Standard: Economic cost of mobility curbs, lockdowns at Rs 1.5 trillion: SBI report

•   Tehran Times: Iran among pioneers in COVID-19 vaccine development

•   매경(P1): [단독] 실업자 통계에 안잡히는 '그림자 실업' 200만돌파

•   매경: 30대도 60대도 "일자리 있겠나…" 지레 취업 포기한 청장년

•   매경(P1): 오락가락 與, 이번엔 종부세 완화 신중론

•   매경: "종부세 때문에 선거 진것 아냐"…2주만에 시들해진 여당의 '부동산 반성'

•   매경: '겁없는' 서학개미, 3배 손실날 수 있는 ETF에 몰빵

•   매경: 서학개미들 큰일났네…바이든 주식 차익에 최대 39% 세금

•   매경: 판 커지는 중고거래…마트서 물건 고르듯 직접 보고 '득템'

•   매경: 미국판 당근마켓' 포시마크, 나스닥 상장…中선 年172조원 중고거래

•   매경: 당근마켓·네이버, 거래플랫폼 넘어 지역정보 거점으로

•   매경: 월급오른 직장인, 건보료 16만3000원 더 낸다

•   매경: 대우조선·포스코, 액체수소 저장탱크 개발나서

•   매경: 車반도체 수급난에…한국GM 감산 이어져

•   매경: 통째로 흔들리는 8·4대책…과천도 태릉도 공급 차질

•   매경: 재건축 활성화 시동거는 서울시, 국토부에 안전진단 완화 건의

•   매경: 외국인 소유 땅, 고양시 면적 육박

•   매경: 日원전 방류 229일뒤 제주로…"방사능 1년 허용치 7천만분의 1"

•   매경(P1): [단독] 현대차 '도심항공 동맹' KAI·LIG와 손 잡는다

•   매경: 1.4조달러 시장' 하늘길 속도내는 현대차…한화와 UAM 경쟁 격화

•   매경(P1): 30분새 1000배 뛴 코인…가격도 물량도 모르는 '깜깜이' 상장

•   매경(P1): "문과라 죄송은 이제 그만"…4년제 1만4천명 전문대 지원했다

•   매경: 오세훈 서울시, 박원순 '재개발 규제대못' 뽑는다

•   매경: 서울 재개발 막으니…매년 4만가구 공급 막혔다

•   매경: 삼성물산 '脫석탄' 본격화…美텍사스에 태양광발전소 추진

•   매경: 공무원 재택근무·시차 출퇴근 제도 확대

※   회식·모임을 금지

•   매경: "공매도 표적 될라" 롯데관광·한진칼·두산인프라 '덜덜'

•   매경: "저평가株에 매수세 몰릴수도"

•   매경: 대선 1년 앞두고…예타 무력화 법안 쏟아내는 與

•   매경: 재난지원금 '반짝효과' 끝…성장활력 떨어지는 韓

•   매경: '가성비 최강' 19만원 갤럭시 M 나온다

•   한경(P1): 20년 만에 벤처 열풍…돈·인재 몰린다

•   한경: 2000억도 비싸다던 당근마켓, 1년 반 새 몸값 10배 뛰었다

•   한경: 벤처붐 타고 VC들 IPO '러시'…KTB·LB인베, 재도전 나선다

•   한경: 美 스타트업 1분기에만 77조원 조달…기업가치 1년새 3배↑

•   한경(P1): [단독] '乙의 눈물' 닦아준다더니…최저임금 미지급 분쟁 '역대 최다'

•   한경: 최저임금 과속이 부른 '乙의 분쟁'…영세업체·근로자 모두 불만

•   한경: 미·일·캐나다, 지역별로 차등…英·佛선 연령별로 달리 책정

•   한경: "구직수당 퍼주기, 언제까지 국민 속일 건가"…공무원의 탄식

•   한경(P1): '35층룰' 풀되 공공기여 더 늘린다

•   한경: 1등만 살아남는다…'네이버-쿠팡' 쇼핑 경쟁력 비교해보니

•   한경: 2년 묵은 물납주식, 발행기업에 싸게 판다

•   한경: "코인 돈세탁 감시"…은행들 자구책 마련 고심

•   한경: 백신 우선접종…왜 외교부만 화이자 맞았나

•   한경: 유엔 "대북전단금지법은 국제법 위반"

•   한경: [단독] '한강 르네상스' 2탄?…기부채납 늘리면 50층 허용

•   한경: 분당 전세가 14억…상승률 경기도 1위

•   한경: 삼송-은평-용산 연결 신분당선 서북부연장선 '기사회생'

•   한경: 드론 충전소·AI챗봇…월드IT쇼, 코로나 뚫고 수출길 열다

•   한경: 한화, 1500억 녹색채권 발행…'ESG 경영' 속도

•   한경: 이산화탄소 배출 제로…'암모니아 선박' 띄운다

•   한경: 삼성전자 '또 해냈다'…5년 만에 日도요타 제치고 '세계 1위' [정영효의 일본산업 분석]

•   한경(P1): 끝모를 화물대란…"배 없어 수출 포기"

•   한경: 벌크선 운임 3개월 만에 52% 폭등…10년래 최고

•   한경: "배가 없어 떼돈 벌 기회 날렸다"…기업들 '비명'

•   한경: "현장 와보면 안다…삼성·LG보다 HMM이 슈퍼 갑"

•   한경(P1): 토지투기 감시 책임까지...은행에 떠넘기는 당·정

•   한경: 투기의심 거래' 모두 신고하라니…은행들 "토지대출 말라는 얘기"

•   한경(P1): 중·저신용자에 중금리대출 확대한다

•   한경(P1): "닷컴버블 이후 최악"…인력 뺏긴 중소기업 곳곳 '신음'

•   한경: 내년 IT인력 1.5만명 부족…"AI 인재 몸값 천정부지"

•   한경: '개발자 환승센터'로 전락한 中企…"프로젝트 어쩌나" 발 동동

•   한경: "與, 부동산 정책 반성한다면 임대차 3법 전면 무효화해야"

•   한경: "괜히 뺐네"…액티브주식형 펀드 10개 중 7개, 코스피 이겼다

•   한경: ESG 채권으로 '실탄' 조달하는 은행, 왜

•   한경: 반도체 쇼티지'에 막힌 자동차株, 언제 다시 달릴까

•   한경: 반도체 품귀'가 불러온 투자 전쟁…중위권 업체도 나섰다

•   한경: 아톰, 건담…'로봇의 나라' 일본에서 찾는 투자 기회 [더 머니이스트-지민홍의 일본주식 가이드]

•   서경(P1): 넉달 공석 LH사장에 김현준 前 국세청장

•   서경(P1): 미래산업은 배터리·반도체의 시대···젊은 총수들 "뭉쳐야 산다"[대기업 합종연횡 바람]

•   서경: 창업 세대와는 다른 '4050 네트워크'···위기 땐 적과의 동침도 OK[대기업 합종연횡 바람]

•   서경(P1): [단독] 과속 공공개발···저가 빌라시장 불 질렀다

•   서경: 2.3억 빌라, 대책 발표이후 1억 올라···서민 주거지 사라지나

•   서경: 미국 간 정의선···전기차 현지 생산 추진하나

•   서경: 與 일각 "집값 95% 대출"에 정부는 '곤혹'

•   서경: 본업은 뒷전···동반성장만 신경 쓰는 공정위

•   서경: '귀한 몸'된 꼬마빌딩···"강남 매물은 씨 말랐어요"

•   서경: TV·모바일이어 車까지···LGD, OLED 생태계 확 넓힌다

•   서경: 이달 수익 10%는 기본···뜨거운 원자재 ETF

•   서경(P1): [단독] 노바백스 CEO 방한··· 범정부 '백신 TF' 만난다

•   서경: 백신 거부감 설득이 1차 관건···안전성 높은 '노바백스' 타개책 될까

•   서경(P1): 한국거래소, 연내 '중소형주 리서치社' 만든다

•   서경(P1): 디지털화·코로나 먹고 자란 사이버테러···2025년 글로벌 피해액 1경 넘는다

•   서경: 네이버·셀트리온까지 해킹 몸살···"대가로 비트코인 달라" 요구도

•   서경: 재택근무에 허술해진 보안···노트북·줌도 '해커 먹잇감'

•   서경: 이재용 '전자' 지배력 강화 유력···'생명' 지분 전량 받을 수도

•   서경: 미술품 1조~2조·사재 1조 등 사회 환원 수조원 달할 듯

•   서경: 시가 산정 힘든 에버랜드땅, 감정평가액 기준 과세 전망

•   서경: 미국인 김범석, 쿠팡 총수로 지정될까

•   서경: 빚 늘어나는데 생산은 뚝···中企 살림 비상등

•   조선(P1): [단독] ‘K주사기’ 비인가 설비서 생산 의혹

•   조선(P1): [단독] 화이자 -25~-15도 보관 가능한데… 초저온 냉동고 고집한 정부

•   조선: 심각한 ‘백신 가뭄’… 제약사·美 탓하는 여권

•   조선: 中 투기세력 배 불려주는 韓 코인시장… 中 송금 10배 폭증

•   조선: 팀 쿡도 정용진도 뛰어든 ESG··· 게임체인저인가 반짝 유행인가

•   조선(P1): [NOW] 삼성전자 주주, 국내만 500만명

•   조선: 1.8→1.9→2.0% ‘고용보험 3년연속 인상계획’ 숨긴 정부

•   조선: 文정부 출범때 10조 여유 고용보험, 작년 실업급여 급증에 6조 적자로

•   조선: 주52시간 했는데도… 대기업 주당 근로시간 0.5~1.3분 줄어

•   조선: TSMC “작게 많이” 삼성 “그럼 더 작게”… 10억분의 1m짜리 전쟁

•   조선: 열흘새 25%↓… 비트코인 급락의 3가지 이유

•   조선비즈: 에너지 전문가들 "탈원전하면서 탄소제로 목표 달성은 불가능"

•   조선비즈: 文 정부 탈원전 정책 폐기할까… 원전에 베팅하는 투자자

•   조선비즈: EU, 임상 중인 mRNA 코로나 백신까지 싹쓸이…백신 수급 꼬이는 韓

•   조선비즈: 34년된 ‘그룹 총수 지정제’ 수술대 오르나…"IT기업도 문어발 확장"vs "규제 바뀌어야"

•   조선비즈: 애플 아이패드에 대만産 디스플레이 장착…자존심 구긴 삼성·LG

•   조선비즈: 거래허가 규제 직전 여의도·목동 '막차 매수세'..."2주 만에 2억 더 올라"

•   조선비즈: [르포] "로봇이 1분에 생수 1270병 생산"…제주삼다수 스마트공장 가보니

•   IT조선: [창간특집 석학대담] “팬데믹 후 AI로 기업간 양극화 크고 빠르게 심화될 것"

•   중앙(P1): ‘백신 무기화’ 격랑, 시험대 오른 한·미동맹

•   중앙(P1): 코로나 자가검사키트 조건부 허가, 내달 시판

•   중앙: 집값 잡겠다며 공시가 무리한 현실화가 세금 폭탄 불러

•   중앙: “현장 방문도 않고 공시가격 매겨 문제, 감정평가로 바꿔야”

•   중앙: 아파트 층·면적 같은데 공시가 큰 차이…고무줄 잣대, 깜깜이 산정 탓 불신 초래

•   중앙: 집 살 때 가격으로 재산세 매기기도, 가격 올라도 재산세는 그대로

•   중앙(P1): 수천만원 널뛰는 코인…정부 4년간 방치했다

•   중앙: 롤러코스터 시장, 정부 대책은 “거래소 폐쇄” 엄포만 두 번

•   중앙: 2030이 주력인 암호화폐…민주당, 대선 시한폭탄 우려

•   동아(P1): [단독]“LH, 택지업무 그대로” 맹탕 혁신안

•   동아: “탄소중립 기준 선진국이 정해… 국내기업들 단기간 대응 한계”

•   동아: 30년전 집값 잡은 ‘효자 신도시’… 새 모델 만들어야

•   동아: 리모델링, 재건축보다 허가 쉽지만 내력벽 변경 등 까다로워

•   동아: 한전 발전자회사 사장 5명 취임

•   동아(P1): 화이자 2000만명분 추가 계약… 하반기 도입

•   동아: 화이자 확보로 숨통 트였지만… 6월까진 ‘백신 가뭄’ 계속될 듯

•   동아: 與 “11월 집단면역 목표 조기달성 여건 마련” 野 “접종이 중요… 구체적 공급 일정 밝혀야”

•   동아: 추가 계약 화이자 백신, 18세 미만에 접종 검토

•   동아(P1): 밤10시 청계천은 거대한 술판

•   동아: 박진 “이스라엘, 남는 백신 한국이 관심 있냐고 물어”

•   동아: 해외진출 국내기업 41% “美-中 갈등이 가장 부담 큰 통상이슈”

•   채널A: [단독]모더나 급한데…“상반기 5만 5천 명분”

•   문화: 기강 잡으며 탈원전 못박기… 文정부 국정운영 끝까지 ‘마이웨이’?

•   문화: 與 반도체특위 출범… “8월까지 초파격적 특별법 추진”

•   문화: ‘文부정평가 이유’ 1위 부동산 - 2위 코로나

•   한국(P1): '폭락이냐 조정이냐' 기로 선 가상화폐... "3년 전처럼 안 당해" 버티는 코인러들

•   한국: "용광로 1기 교체에 6조 드는데"… 산업계 "탈탄소 동의하지만 속도 조절 필수"

•   한국: 석탄발전 7기 지으면서 온실가스 감축?..."현재 목표도 달성 미지수"

•   한국: [그렇구나! 생생과학] 전기차 시대에 더욱 귀한 몸 된 구리

•   한국(P1): 전기차는 무조건 친환경? "폐배터리 3년 뒤 1만 개 쏟아진다"

•   국민(P1): 정부 1200만명 접종 장담하지만… 국민들은 여전히 불안

•   국민(P1): 美는 부자 증세 시동… 이미 올린 한국은 감세 논의 중

•   국민: 개발·공급 필수요소된 ‘토지거래허가구역’… 그 효과는?

•   국민(P1): [단독] 백신도입 TF에 ‘백신 급하지 않다’ 인물 있었다

•   국민(P1): 삼성전자, 車반도체 1위 NXP 인수 가능성

•   서울(P1): [단독] 2030 원성에… 여당, 코인 과세유예 만지작

•   서울(P1): 공시가격 큰틀은 유지…보유세 경감효과 추진

•   세계(P1): 4차 유행 본격화에도… 방역수칙 ‘엇박자’

•   세계: 막오른 무인 미래戰… 韓, 육군 ‘드론전사’ 연간 1000명 키운다 [S 스토리]

•   세계: 日, 온실가스 배출량 따라 부담금… 탄소가격제 급류 [세계는 지금]

•   세계: “전기·내연기관車 동시 조립… ‘팩토리56’은 미래 생산기지”

•   한겨레: 민주당 “반도체 산업 초파격 지원”…전문가들 “세금감면 불필요”

•   한겨레: 온실가스 배출총량 같은데…“감축목표 1차 상향” 팩트체크 해보니

•   한겨레: 한국 해외 석탄투자, 신규는 중단하고 기존은 유지한 배경 뜯어보니

•   한겨레: [단독] 코로나 1년에 2700여건…일방적 휴업·휴가 강요 신고

•   경향(P1): 미·영, 부자증세 속도 내는데…한국은 ‘뒷짐’

•   머니투데이: [단독]'中시노백'도 도입여부 검토 예정…"백신수급 등 종합 고려"

•   머니투데이(P1): "부동산 발언 말라" "가상화폐 보호 못한다"…주요현안 충돌하는 與

•   머니투데이: 부실입법 논란 '상생협력법'...與반도체특위 출범에 반전계기 맞을까

•   머니투데이: 거래허가구역 발표 후 압구정 '호가 6억↑'…"내일 다 팔릴듯"

•   머니투데이: '수도권 11만가구' 2차 신규택지 이번주 공개…고촌·감북·화전 유력

•   헤럴드경제: 탄소중립→脫원전 가속화...도시가스·전기요금 인상 불가피

•   헤럴드경제: 5G 1300만시대 명암...5G 대신 LTE로 리턴

•   헤럴드경제: 삼성 30만원대 5G폰 줄줄이 출사표

•   헤럴드경제: 기관 ‘삼성포트폴리오’ 조정...삼성전자 팔고 계열사로 환승

•   헤럴드경제: “M＆A추진 10곳 중 9곳, 주가 10%이상 올랐다”

•   파이낸셜뉴스(P1): 車반도체 국산화… 완성차-팹리스 뭉쳤다

•   파이낸셜뉴스: "검단·한강신도시만 서울 바로 못가"…인천·김포, 집단행동 경고 [강남 못가는 GTX-D 후폭풍]

•   파이낸셜뉴스: '투자 막는' 공기업 高배당 손본다

•   파이낸셜뉴스: 전 계열사 ESG 경영 발맞추기… ‘자체 원칙’ 만드는 금융지주

•   파이낸셜뉴스: [단독]현대차 사무직 노조 생긴다… MZ세대 주축 26일 출범

•   파이낸셜뉴스: 국민연금, 석탄社 투자배제 고민.. 하반기 한전·GS·OCI 매도 가능성

•   파이낸셜뉴스: 정책형 뉴딜 2호 펀드, 봉화 풍력발전 사업에 투자

•   아시아경제(P1): 실적 격차 더 벌어졌다…뛰어가는 인텔·TSMC 뒤처진 삼성

•   아시아경제: "반도체 투자 골든타임, 5년 뒤 성과 판가름…인재 확보도 절실"

•   아시아경제: 사법 굴레에 묶인 삼성…'잃어버린 10년' 우려 커졌다

•   아시아경제: 반도체·가계부채·LH' 모두 5월로…당정 투톱 공백에 줄줄이 밀리는 경제정책

•   아시아경제: [단독]송영길, 러시아 상원 부의장에 백신협력 서한 발송

•   아시아경제: "총리실이 기재부 하위기관이냐"…교통정리 안되는 정부

•   아시아경제: 대기업, 은행 빚 줄이고 회사채 늘렸다

•   아시아경제: 현대차그룹, 5월이 반도체 최대 '고비'

•   아시아경제: 脫석탄 빈틈 누가 채우나…'脫원전 딜레마'

•   디지털타임스(P1): 안풀리는 백신·반도체… 뼈아픈 리더 부재

•   디지털타임스(P1): 기승전 내집 마련? 결혼 5년차에 60% 집을 산 이유…

•   디지털타임스(P1): 중복청약 막차 `SKIET`… 공모가 10만5000원 갈듯

•   이데일리(P1): 4차산업委 코인제도화案 무시하다…뒷북 수습 여당

•   이데일리(P1): [스페셜리포트]①"일률적 거리두기 조치 한계..노래방·식당방역 세분화"

•   이데일리: 자영업자 위해 머리 맞댄 與野…손실보상 소급적용 한목소리

•   이데일리: 제 구실 못하는 ‘원료비 연동제’…전기요금 이어 가스요금도 동결

•   이데일리: [르포]“집 주인이 안판다네요”…재건축시장 ‘들썩’

•   이데일리: 전셋값 안정?…85㎡ 기준 20억도 돌파

•   이데일리: 빚투, 사상 첫 23조 돌파…삼성전자·씨젠 대거 사들여

•   연합: 오늘 500명대 예상…이번주 800명대 우려에 '특별방역' 선포

•   연합: 입지 좁아지는 석탄…발전사들은 생존전략 마련 '부심'

•   연합: [그래픽] 국내 발전업계 LNG·신재생 사업 추진 계획

•   연합: "우리나라는 전기차 보조금 줄이는데…독일·일본은 늘려"

•   뉴시스: [단독]영국발 직항 항공편 5월 재개 움직임…변이로 중단 4개월만

•   이투데이: 계속되는 미국 건설경기 호재…두산밥캣, 1분기 호실적 눈앞

•   이투데이: [R&D 백년대계] 두산, 연구ㆍ개발 통해 수소 시장 선점한다

•   더구루: 두산밥캣, 리치필드 공장 확장 완료…코로나로 반년 넘게 지연

•   비즈니스포스트: 두산퓨얼셀 수소연료전지 사업에 집중, 두산 미국 자회사와 합병 가능성

•   이뉴스투데이: [단독] 신재생에너지의 실체, 절반이 ‘탄소’ 만드는 바이오

•   머니S: 갤럭시Z폴드3, 수납공간 생기는데… S펜은 별도구매?

•   Power Engineering: DOE marks $109.5M for carbon capture, transition in coal-fired regions

•   reNews: Vestas offloads 118MW US wind

•   에너지경제: [기획=신규 석탄발전] "공정률 70%, 이제는 멈출 수 없다"…2023년 3월 준공 향해 박차

•   에너지경제: 국가 온실가스 배출목표 ‘고무줄’?…'2050 탄소중립용' 유엔 제출 4개월만에 또 상향 추진

•   에너지경제: 산업부, 탄소중립 기술혁신 위해 민관 ‘R&D 라운드테이블’ 구성

•   에너지경제: BNEF "한국 재생에너지, 태양광이 선두...올해 투자만 5조"

•   KHL: Bauma postponed to October 2022

•   Equipment World: Video: Volvo VP Lays Out the Electric Blueprint for Construction Equipment | Equipment World

•   대한경제: ‘갤S21 FE’에 쏠린 눈… 흥행 성공할까

•   OilPrice.com: Energy Transition Could Doom Africa’s Oil Producers

•   OilPrice.com: U.S. Natural Gas Production Poised To Soar

•   OilPrice.com: How Russia Could Kickstart Another Oil Price WarHow Russia Could Kickstart Another Oil Price War

•   OilPrice.com: The Biggest Threat To Russia’s Arctic Oil Ambitions

•   OilPrice.com: OPEC Urges Its Members To Lobby Against NOPEC Bill

•   전자신문(P1): 국회 "반도체 패권 전쟁...규제 풀고 파격 세제 지원"

•   전자신문: 자율주행 칩·카메라에 이어 LED까지'…삼성, 테슬라와 신밀월 구축

•   전자신문: 민간 발전업계 “석탄발전 상한제로 내년 연료수급계획 혼란…시행 늦춰야"

•   ZDNet Korea: 4만원짜리 액세서리가 삼성·애플 생태계 가른다

•   디지털데일리: 폭발하는 글로벌 클라우드 시장, 실제 승자는?

•   Phone Arena: More proof that Samsung is working on the foldable Galaxy Z Fold Tab

•   DIGITIMES: TSMC to expand capacity for 28nm process at China fab

•   Robotics & Automation News: Natural Language Processing is changing business intelligence platforms: What are the benefits?

•   Robotics & Automation News: Kuka signs major contract with Daimler involving at least 1,000 robots, continuing ‘100-year partnership’

•   Robotics & Automation News: 3 Emergent AEC technology trends in 2021

•   Robot Report: Hirebotics Cobot Welder is simple to use and setup

•   로봇신문: K-드론시스템 실증 지원사업' 시동 '부릉부릉'

•   로봇신문: 코끼리 코 처럼 유연하고 강한 로봇 팔 개발

•   로봇신문: 앰버로보틱스, 보급형 7축 협동 로봇팔 출시

•   물류신문: 과열된 국내 물류부동산, 버블과 현좌표는?

[Opinions]

•   Project Syndicate(Stephen S. Roach): My Worst Forecasting Mistake

•   Project Syndicate(Christian Catalini, Ravi Jagadeesan, Scott Duke Kominers): Bitcoin and Beyond

•   Project Syndicate(Nimrod Zalk): How Africa Should Approach Trade and Industrialization

•   Project Syndicate(Joschka Fischer): Darkness Over Kabul

•   FT(Editorial Board): Downing Street feud requires answers

•   FT(Editorial Board): Creating alternatives to China’s Belt and Road

•   FT(Ruchir Sharma): The idea the state has been shrinking for 40 years is a myth

•   FT(Rana Foroohar): There’s no place like home — and the labour market needs to adjust

•   FT(John Gapper): The robots are coming for Deliveroo’s riders

•   FT(Martin Sandbu): Moving to net zero may not hurt as much as we think

•   FT(Camilla Cavendish): Closing the ‘revolving door’ would weaken government further

•   FT(Michael Mackenzie): Risk strategies to adopt when markets turn mad

•   FT(John Dizard): End of Libor stirs anger on Wall Street

•   FT(Leo Lewis): Barbarians are knocking on Japan’s corporate gates

•   FT(Mikhail Khodorkovsky): Putin’s autocracy blocks political and economic change in Russia

•   FT(Thomas Cueni): Waiving IP rules will not deliver more Covid vaccines

•   FT(Brendan Greeley): Bitcoin boom fuels fight over money creation

•   FT(Lex): Jack Ma/Ant Group: a disrupter who is no longer good for business

•   WSJ(Editorial Board): The Fed’s Real Diversity Problem

•   WSJ(Editorial Board): Biden’s 10-Year Climate Plan

•   WSJ(Editorial Board): The Dumbest Tax Increase

•   WSJ(Editorial Board): China’s Economic Blackmail Backfires

•   WSJ(Scott Gottlieb): Time to End Outdoor Mask Edicts

•   WSJ(Thomas Feddo): Will Biden Use Every Tool Against China?

•   WSJ(Lawrence B. Lindsey): Biden Taxes for Punishment’s Sake

•   WSJ(Thomas Feddo): Will Biden Use Every Tool Against China?

•   NYT(Editorial Board): Why the Past Haunts Talks With Iran

•   NYT(Editorial Board): Why Are Democrats Pushing a Tax Cut for the Wealthy?

•   NYT(Paul Krugman): Getting Real About Coal and Climate

•   NYT(Paul Krugman): The China Shock and the Climate Shock

•   NYT(Michelle Goldberg): Biden, the World Needs Your Help to End the Pandemic

•   NYT(Eyal Press): What Biden Owes Essential Workers

•   WP(Editorial Board): India’s sudden coronavirus wave is not a far-away problem

•   WP(Jennifer Rubin): Vladimir Putin is having a bad month

•   WP(Leana S. Wen): The CDC was right to lift the pause on the J&J vaccine but should have warned younger women against using it.

•   WP(Ashish K. Jha): India’s coronavirus surge could collapse its health system. The U.S. can help.

•   Bloomberg(David Fickling): India's Crisis Means the Pandemic Is Far From Over

•   Bloomberg(David Fickling): Climate Targets Must Be Realistic and Demand the Impossible

•   Bloomberg(Tyler Cowen): Which Vaccine Did You Get? It’s a Fraught Question

•   Bloomberg(Brian Chappatta): Bond Traders Are Falling for Treasuries Again

•   Bloomberg(John Authers): Stocks Will Get Over Their Big Biden Tax Wobble

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is $329,100

•   Bloomberg(Julian Lee): India’s Covid Crisis Threatens a Global Oil Recovery

•   Bloomberg(Nir Kaissar): Capital Gains Tax Hike Would Imperil Active Mutual Funds

•   Bloomberg(Hal Brands): The Cold War Playbook Won’t Help Alexey Navalny

•   Bloomberg(Eli Lake): Why Iran Negotiations Will Go Nowhere

•   Bloomberg(James Stavridis): U.S. China Sea War Could Spread to Japan, Australia, India

•   Bloomberg(Tobin Harshaw): For an All-Powerful Dictator, Putin Is Surprisingly Vulnerable

•   Bloomberg(Leonid Bershidsky): Putin Dares to Go Where Soviet Leaders Feared to Tread

•   Bloomberg(Hussein Ibish): There's No Easy Way Back to the Iran Nuclear Deal

•   Bloomberg(Sarah Green Carmichael): FDA’s ‘Abundance of Caution’ Should Extend to Supplements

•   Bloomberg(Shruti Rajagopalan): Biden Needs to Come to India’s Aid Now

•   CNN(Jeffrey Sachs): Biden's remarkable success on climate

•   CNN(Julian Zelizer): What Biden's first 100 days might tell us about the rest of his presidency

•   CNBC(Frederick Kempe): As China forges global trade ties, U.S. risks falling behind

•   CNBC(Stephan Richter): Annalena Baerbock poised to deliver on Merkel’s promise

•   Fox News(Larry Elder): Belief that coronavirus came from a Chinese lab gains increasing credence

•   매경(정승환): ESG 평가 지표는 민간 주도로

•   매경(황인혁): ESG는 기업에 족쇄인가

•   한경(한상춘): 韓 경제 파고드는 '7가지 위기 징후'

•   조선(사설): 탈원전 정부의 섣부른 ’2050 탄소중립'이 한국 발목 잡게 될 것

•   뉴시스(이승재): 속도 내는 수소 경제, 더 중요한 건 일관성