Business Intelligence Monitor 210430

(Introduction)

[Markets]

•   Global: Recovery hopes drive shares, U.S. Treasury yields

•   US: Apple Falls on Concerns Over Continued Growth, Chip Shortages

•   한국: 코스피 기관·외인 매도에 사흘째 하락…3,170대로 밀려

•   한국: 두산그룹주 약세, 두산밥캣 두산퓨얼셀 2%대 하락 두산 4%대 상승

•   한국: 경기반등에 더 벌어진 장단기 금리차

•   Metals: Copper retreats after breaking decade-old $10,000/T level

•   Grains: Corn mixed on continued liquidation, tight supply

•   Cryptocurrency: Ethereum (ETH) price hits record high, stealing bitcoin's limelight

[Indicators]

•   US Mar. Pending home sales: U.S. Pending Home Sales Rose Less Than Forecast on Tight Supply

•   US Mar. Construction employment: Const. Employment Down in 57% of Metro Areas

•   US Weekly Jobless claims: U.S. Unemployment Claims Fell to 553,000 in Latest Week

•   US Q1 GDP: U.S. Economy Grew Robustly in First Quarter

※   BEA: Gross Domestic Product, First Quarter 2021 (Advance Estimate)

※   WSJ: The Economy Isn’t Too Hot for the Fed

※   NYT: The Economy Is (Almost) Back. It Will Look Different Than It Used To.

※   NYT: U.S. Economy’s Strong Start Signals a Stellar Year

•   Eurozone Apr. Economic sentiment: Euro zone sentiment surges in April ending COVID recession

•   Germany Apr. Employment: German job market data disappoints in further setback for recovery

•   Germany Apr. CPI: German inflation pushes above ECB target in April

•   한국 1분기 카드 승인: 車 사고 백화점 가고...카드 8.7% 더 긁었다

•   한국 3월 미분양 주택: 전국 미분양 주택 '역대 최저' 3월 1만5270가구…3.3% 줄어

•   한국 5월 중소기업경기 전망: 백신 접종 기대감에...中企 경기전망 넉달째 개선

•   한국 주간 아파트 가격(부동산원): 재건축 신고가 행진…서울 집값 3주째 강세

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   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

•   Bloomberg: The Covid Resilience Ranking

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Biden Pushes Broad Economic Agenda in Speech to Congress

※   White House: Remarks by President Biden in Address to a Joint Session of Congress

•   WSJ: Biden’s Economic Plan Would Redistribute Trillions and Expand Government

•   WSJ: Biden Tax Plan Leans on Banks to Help Find Unreported Income

•   WSJ: Biden’s Capital-Gains Tax Plan Would Upend Estate Planning by the Wealthy

•   WSJ: Behind Biden’s Big Spending Plans, the Waning Sway of Economic Caution

•   WSJ: Biden’s First 100 Days: Covid-19 Relief Package, Executive Orders and Appointments

•   WSJ: AstraZeneca Struggles With Data Needed for Covid-19 Vaccine’s Approval

•   WSJ: Moderna to Boost Covid-19 Vaccine Production to Meet Rising Global Demand

•   WSJ: Is the U.S. Student Loan Program Facing a $500 Billion Hole? One Banker Thinks So.

•   WSJ: Beijing’s Squeeze on Fragile Real-Estate Developers Is Getting Real

•   WSJ: As Covid-19 Cases Surge in India, Modi’s Party Is Poised for Gains

•   WSJ: Iran Floods Clubhouse to Drown Out Debate

•   WSJ: Private Equity and Hedge Funds, Facing a New Tax Burden, Prepare Their Defense

•   WSJ: ‘Earnings to the Moon’ Is Just Latest Justification for Frothy Market

•   WSJ: Amazon’s Profit Run Continues, Bolstered by Sustained Demand

•   WSJ: Amazon Raising Pay for Hundreds of Thousands of Workers

•   WSJ: China Warns Large Tech Firms as Industry Faces Rising Oversight

•   WSJ: Global Chip Shortage Set to Worsen for Car Makers

•   NYT: Senate Passes $35 Billion Water Bill, but Bigger Infrastructure Fights Loom

•   NYT: Biden, Calling for Big Government, Bets on a Nation Tested by Crisis

•   NYT: Did the 2020 Census Undercount the Hispanic Population?

•   NYT: Joe Biden Has the Vision. Now Chuck Schumer Has to Bring It to Life.

•   NYT: At 100 Days, Biden Is Transforming What It Means to Be a Democrat

•   NYT: Mask On or Off? Life Is Getting Back to Normal, and We’re Rusty.

•   NYT: Vaccine Skepticism Was Viewed as a Knowledge Problem. It’s Actually About Gut Beliefs.

•   NYT: After a Year of Loss, South America Suffers Worst Death Tolls Yet

•   NYT: Navalny’s Network is Disbanding, Citing Pressure From Putin

•   NYT: Tesla’s Latest Solar Stumble: Big Price Increases

•   NYT: Diapers, Cereal and, Yes, Toilet Paper Are Going to Get More Expensive

•   WP: History writ large and small

•   WP: Fact-checking Biden’s 2021 address to Congress

•   WP: People seeking coronavirus vaccine appear eager to receive Johnson & Johnson

•   WP: Democrats seek to push Medicare expansion as part of Biden’s $1.8 trillion families plan, defying White House

•   WP: As Trump seizes on Arizona ballot audit, election officials fear partisan vote counts could be the norm in future elections

•   WP: At 100 days, Biden seeks to leverage narrow majorities to reverse the Reagan era

•   WP: Biden’s first 100 days: In Congress speech, a plan to ‘win the 21st century’

•   WP: The Daily 202: Biden tries to preempt ‘class warfare’ attacks on tax plans

•   WP: The Technology 202: Kamala Harris will lead the Biden administration's push to bring every American online

•   WP: U.S. coronavirus aid to begin arriving in India amid record surge of cases

•   WP: Returning to offices frozen in pre-pandemic time

•   FT: Rare blood clots from AstraZeneca vaccine mostly affect younger people

•   FT: Goldman predicts quantum computing 5 years away from use in markets

•   FT: Brussels vows to apply tough rules to recovery spending

•   FT: EU recovery fund enforcer navigates post-Covid minefield

•   FT: EU industry calls for urgent carbon border tax as prices soar

•   FT: Constitutional court strikes down German climate law

•   FT: France vows to punish military signatories of rightwing ‘call to arms’

•   FT: European parliament ratifies EU-UK trade deal. Now what?

•   FT: British trade groups call for quick normalisation of UK-EU co-operation

•   FT: Boris Johnson’s Tories have given up on saving the UK union

•   FT: Boris Johnson commits to probe into ‘cash for curtains’ saga

•   FT: UK household wealth rises to record level during Covid crisis

•   FT: UK think-tank proposes earnings insurance to replace universal credit

•   FT: Joe Biden’s first 100 days: by the numbers

•   FT: The first 100 days: just how radical is Joe Biden?

•   FT: Shares of gig economy groups dive on comments by US labour official

•   FT: Thai protest leaders on hunger strike ‘getting weaker’, lawyers warn

•   FT: Coffee by drone? Start-up Manna raises funds to deliver in UK

•   FT: Tech disrupters deliver on their promise for growth investors

•   FT: Big Four auditors squeezed between US and China

•   FT: China launches first part of space station into orbit

•   Bloomberg: What Joe Biden Said About China in His First Speech to Joint Session of Congress

•   Bloomberg: Biden-Powell Duo Seeks to Define an Era Like Reagan-Volcker Did

•   Bloomberg: Supply Chains Latest: Shipping Delays to Restrict Firms All Year

•   Bloomberg: A French Biotech Says Inactivated Vaccines Are the Way to Fight Covid Variants

•   Bloomberg: Covid Surge in Oregon Shows U.S. Fight Against Pandemic Not Over

•   Bloomberg: Biden Musters Early Congress Momentum for Tax-Spend Vision

•   Bloomberg: France Covid Lockdown Curfew, Business Restrictions to Ease From May 19

•   Bloomberg: Germany Gives Record 1.1 Million Covid Shots as Cases Ease

•   Bloomberg: Brexit Latest: Arlene Foster Quits DUP With Brexit Rift In Northern Ireland

•   Bloomberg: India Covid Vaccination Drive Crumbles Amid Surge in Cases, Deaths

•   Bloomberg: India Covid Cases: Germany, France Lead EU Push for India Flight Curbs

•   Bloomberg: India Cruised Road to Recovery Just Before New Virus Wave Hit

•   Bloomberg: Brazil Hits 400,000 Deaths as Shortage Blunts Vaccination Effort

•   Bloomberg: South Africa Considering New Virus Curbs on India Threat

•   Bloomberg: Taiwan’s Economy Is Set for Fastest Growth in Decade on Exports

•   Bloomberg: Turkish Central Bank Promises Tight Policy to Curb Inflation

•   Bloomberg: Caterpillar Says Chip Shortage May Hurt Equipment Deliveries

•   Bloomberg: The Renewable Energy Asset Rotation Cycle Is Stuck

•   Bloomberg: ECB to Challenge Banks on View of Climate Risks, Elderson Says

•   Bloomberg: Audi Sees Electric Cars Occupying Half the Global Market by 2030

•   Bloomberg: Shale Gas Producer Slams ‘Flawed’ Climate Pledges Made by Peers

•   Bloomberg: Italy Island Ischia Set to Win From Europe Tourism

•   Reuters: Global EV sales accelerating, but government help needed - IEA

※   IEA: Global EV Outlook 2021

•   Reuters: Russian vaccine developer plans to sue Brazilian regulator for defamation

•   Reuters: Philippines extends limits on movement, gatherings to curb COVID

•   Reuters: EXCLUSIVE India’s oxygen crisis to ease by mid-May, output to jump 25% - executive

•   Reuters: Russia's deputy PM says Russia open to joint investments in hydrogen energy

•   Reuters: Daimler, Volvo seek huge cuts in hydrogen fuel cell costs by 2027

•   Reuters: Volkswagen plans renewable investments in CO2 reduction push

•   Reuters: U.S. solar industry unveils guidelines to free supply chain of forced labor

•   Reuters: EXCLUSIVE-Huawei deepens dive into EVs, seeks control of small automaker- sources

•   Reuters: EXCLUSIVE Major Chinese investors in talks to take Aramco stake -sources

•   Reuters: Analysis: Chip shortages expose Achilles’ heel of Germany’s recovery

•   Reuters: Analysis: Pound's post-Brexit calm may face Scottish independence test

•   Reuters: Analysis: U.S. Fed tames taper talk, but investors look for clues in coming months

•   AP: Analysis: Biden pitches big government as antidote to crises

•   AP: AP FACT CHECK: Biden skews record on migrants; GOP on virus

•   CNN: India's Covid-19 crisis is a problem for the world

•   CNN: Stock market in Biden's first 100 days is hottest since JFK's

•   CNBC: Covid 'threat remains present' WHO says even as Europe's cases decline

•   CNBC: Covid vaccine: BioNTech CEO confident shot works against India strain

•   CNBC: Turkey goes into first full lockdown as third-wave Covid cases surge

•   CNBC: U.S. begins Afghanistan withdrawal, deploys military assets to protect troops

•   CNBC: U.S. investigating peculiar attacks with hallmarks of 'Havana syndrome' near White House

•   CNBC: Most U.S. companies will require proof of Covid vaccination from employees: survey

•   CNBC: Climate: China has 'no other choice' but to rely on coal power for now

•   CNBC: GM to invest $1 billion in Mexico for electric vehicle production, angering UAW members

•   Fox Business: Rich Americans would dodge Biden's proposed capital gains tax hike, study says

•   Axios: Exclusive: Biden's $400,000 tax cap for individual earnings, not joint filers

•   SCMP: A message for US and China as India and Russia put two and two together

•   SCMP: US has ramped up reconnaissance in Chinese-claimed waters, says Beijing

•   SCMP: China ‘will not accept’ US challenges to its Communist politics, leaders

•   SCMP: China’s imports of US coal, Canadian barley continue to climb amid ban on Australian exports

•   SCMP: China-Australia relations: Beijing blocks ‘premature’ move to set up WTO probe into Australian barley tariffs

•   SCMP: How Xiaomi went from China’s hottest smartphone start-up to lifestyle brand

•   SCMP: China-Africa trade leaps in first quarter on post-pandemic rebound

•   SCMP: China says population grew last year, refuting Financial Times report of first decline in nearly 60 years

•   SCMP: China’s ‘problematic’ local debt in the spotlight as it begins scaling back coronavirus stimulus

•   Nikkei Asia: Japan faces nuclear reckoning as retired reactors restart

•   Economic Times: Companies look to cover currency risk as rupee set to turn volatile

•   Mint: States stressed as active Covid-19 cases spike

•   Hindustan Times: World Bank underlines inflationary tailwinds in 2021

•   ANI: Brazil begins to make own COVID-19 vaccine

•   매경(P1): 시가 6억 넘는 집도…7월부터 은행 대출문턱 확 높아진다

※   기재부: 제34차 비상경제 중앙대책본부 회의 겸 2021년 제2차 혁신성장전략회의 개최

•   매경: "영끌도 막힌다"…연봉 6천만원 직장인, 6억대 집살때 대출 1억 줄어

•   매경: 청년 장래소득 따져 대출…주부는 카드사용액으로 소득산정

•   매경: 1억원짜리 토지살때 대출 7천만원까지만

•   매경(P1): 쿠팡·KAI·현대해상…기업집단 71곳 '최다'

※   공정위: 2021년도 대기업집단 지정결과

•   매경: 정의선 드디어 ‘총수’ 됐다…재계 ‘젊은 리더’ 전면에

•   매경: '낡은 재벌규제' 발 묶인 韓기업들 "해외기업과 어떻게 싸우나"

•   매경: 기업이익은 급감했는데…'규제 대상' 기업 수 사상최대

•   매경(P1): 후보지역 투기 의혹 포착…'11만가구 택지' 발표 미뤄

※   국토부: 도시재생 선도사업 후보지(2.1만호), 행정중심복합도시 추가공급(1.3만호),지방 신규 공공택지(1.8만호) 등 5.2만호 공개

•   매경: 수사 끝나야 ‘택지’ 발표한다는데…수도권 11만가구 장기표류 하나

•   매경(P1): 공모주 끝판왕 SKIET…81조원 몰려 역대 최대

•   매경: "따상 한번 맛보자"…공모주 역사 새로 쓴 SKIET

•   매경: ‘폭탄’ 공시가 내놓고는…근거는 ‘옆단지 시세 참고’가 전부

•   매경: 백신접종 완료해도…해외서 맞았으면 자가격리 면제 안된다

•   매경: "삼성어천가에 토나와" 민주당 부대변인 발언 논란

•   매경: 靑, 청년민심 잡기 TF 출범…부동산·가상화폐 대책 마련

•   매경: 대권보폭 넓히는 원희룡…"탈원전보다 탈석탄 먼저"

•   매경: 연말엔 로봇이 승강기 타고 치킨 짜장면 배달합니다

※   산업부: (참고자료)「2021 지능형 로봇 실행계획」및「2021 로봇산업 선제적 규제혁신 로드맵 실행계획」발표

•   매경: 현대차·기아, 신차출시로 中 부진 탈출 시동

•   매경: 기아·SK이노, 배터리 재활용 잰걸음

•   매경: "ESG화두…통신인프라·재생에너지에 기회"

•   매경: 코로나 와중에…국민연금이 더 사들인 종목은?

•   매경: “기부채납 많으면 재건축 빨리”…오세훈 재건축 가이드라인 나왔다

•   매경: 2분기 서버 반도체 수요 증가…"삼성전자 목표가 11만원"

•   매경: [株머니 주요산업 증시기상도] 백화점·마트 매출 호조…보복소비 지속이 관건

•   한경(P1): 文 "삼성家 기증 너무 고맙다…이건희 특별관 만들라"

•   한경: 삼성家, 부산 땅도 기부…축구장 5개 크기 임야

•   한경: 차등의결권은 뭉개고 "비대면벤처 키운다"는 與

•   한경: 종부세 논의서 배제…뿔난 與 기재위원들

•   한경: 與특위 "반도체 살리자"…수도권大 정원 풀고 화학물질 신고제로

•   한경: 현대重지주, 영업이익 5400억

•   한경: 中企와 '수소 드론' 띄우는 SK E&S

•   한경: CES 내년엔 오프라인으로 美 라스베이거스에서 개최

•   한경: "한전 탄소 감축은 '근손실' 유발 우려"

•   서경(P1): '기업 징벌'된 상속세, 이참에 손질하자

•   서경: 보유지분 상속세 10兆 내는 삼성가, 獨이었다면 5兆···기업가 정신도 사그라든다

•   서경: 정치권 외면···먼지만 쌓이는 '상속세 개정안'['기업 징벌'된 상속세]

•   서경: 과도한 상속세 짓눌려 PEF에 경영권 매각 ['기업 징벌'된 상속세]

•   서경(P1): 삼성, 1분기에만 10조 투자···하반기 평택 파운드리 가동

•   서경: 반도체, 2분기부터 실적 반전...올해 7세대 낸드 출시·내년 200단 낸드 양산

•   서경: 갤럭시S21·A 쌍끌이에 1분기 영업익 4조 넘어···하반기 부품 수급 리스크 발목 잡을 수도

•   서경: [LG전자 실적] LG전자 영업익 1.5조 '분기 최고'···美월풀 제치고 가전 '새 역사'

•   서경: 국책硏 KDI마저 "재정 정상화 노력하라"

※   KDI: [KDI 현안분석] 코로나19 위기 시 재정의 경기대응에 대한 평가와 시사점

•   서경: 기재차관 "국가채무 증가속도 등 재정위험요인 고려해 선제 대응 필요"

•   서경: [단독]현대백화점도 '페이 전쟁' 뛰어든다

•   서경: 공매도 긴장감 있지만..."전고점 돌파 가능성"

•   서경: 'IPO 빅뱅' 이제 시작···크래프톤·카뱅·LG에너지솔루션 등 "가자 증시로"

•   조선: 美의 쿼드 동참 요구에… 韓, 한발만 걸칠듯

•   조선: 통화도 못한 韓日 외교장관… 美 중재로 3자대면 가능성

•   조선: 군인·군무원 2만명, 아스트라 접종 거부

•   조선: 도요타, 거인이 잠을 깼다… 미래차 C·A·S·E로 진격!

•   조선: “폭발위험 없는 ESS 배터리로 리튬전지 넘겠다”

•   조선: [Mint] 직장인들 “집도 사무실도 싫어”… 하이브리드 오피스 산업이 뜬다

•   조선비즈: [2021 금융포럼] 혁신금융 리더들 “디지털이 ‘포용 금융’ 앞당겨… 고객 니즈 집중이 성패 가를 것”

•   조선비즈: [2021 금융포럼] 라젠 셰스 구글 부사장 “AI, 앞으로 10년간 전 산업 대변화 불러올 것”

•   조선비즈: [2021 금융포럼] “데이터·AI·클라우드發 금융혁신 이제 본궤도 올랐다” 이구동성

•   조선비즈: 구조조정 끝에 적자 벗어난 두산重… 신재생에너지로 부활 노린다

•   TV조선: [단독] "철저하게 北 위주 사업"…과기부, '고성 원전' 등 남북 원전협력 연구

•   중앙: 바이든 “북핵, 동맹과 긴밀 협력…단호한 억지 전략도 펼 것”

•   중앙: 식약처 “노바백스·스푸트니크V 허가신청 전 사전검토 착수”

•   중앙: “반도체는 시설 투자가 경쟁력, 세제혜택 늘려야”

•   동아(P1): [단독]화이자 부족한 서울 “1차 접종 예약 중단”

•   동아: 백신 예비명단 등록했더니…“오늘 딱한명 비네요, 맞으러 오세요”

•   동아: 화이자 접종 기다리던 고령층 혼란

•   문화: 양대노총 갈등에… 울산 오일·가스허브 공사 차질

•   국민(P1): 워싱턴에서 ‘Korea’가 사라졌다

•   국민(P1): 국내 개발에 매달리다가 해외구매 적기 지나갔다

•   세계(P1): 이해충돌방지법 국회 본회의 통과

•   한겨레: 안갯속 삼성가 유산 분할…첫 실마리는 5월 3일에 나온다?

•   한겨레: [단독] 지역사회 감염자 중 ‘변이’ 검출률 첫 10%대

•   머니투데이: 퓰너 "바이든 만나는 문 대통령, '서플라인 체인' 대비하라"

•   머니투데이: "팬데믹, 위기 아닌 기회…디지털 전환·애자일 전략 필수"

•   머니투데이: "비대면 업무, 효율성만 강조하면 혼란 온다"

•   머니투데이: 대한민국 청년 CEO들이 말하는 '일하는 방식의 전환'

•   머니투데이: "ESG가 금융제도 바꾼다"

•   헤럴드경제: 꿈 찾아 직장 떠나 새출발...욜로가 노동시장을 바꾼다[글로벌 욜로 이코노미]

•   헤럴드경제: 게임스톱, 가상자산 ‘고위험 고수익’ 행렬…투자시장 ‘거품 우려’[글로벌 욜로 이코노미]

•   헤럴드경제: 석유공사에 놀란 정부...해외자원개발 ‘혈세 투입’ 재점검

•   헤럴드경제: 中, 수출환급세 폐지...국내철강 ‘청신호’

•   헤럴드경제: 반도체·자동차, 석 달째 횡보...“5월 이후 주가 본격 재평가”

•   파이낸셜뉴스: 국내 백신 개발업체 "지재권 면제돼도 당장 생산 어렵다"

•   파이낸셜뉴스: 수소차 ‘넥쏘’ 글로벌 누적 1만5000대 돌파

•   아시아경제: [2021 미래기업포럼]"ESG, 포스트 코로나 시대 지속성장 촉매될 것"

•   디지털타임스(P1): "미국발 반도체공급망 재편, 한국이 타격 2위"

※   전경련: 전경련, 美GVC재편 정책 전망과 韓대응 좌담회

•   이데일리: ESG 뜨자..관련 펀드에 올해 6000억원 몰려

•   이데일리: 수장 바뀐 발전공기업 5개사, ESG경영 속도 낸다

•   이데일리: '車' 뗀 기아, 글로벌 시장서 모빌리티기업 전환 속도낸다

•   이데일리: [단독]오세훈표 안심소득 본격 가동…시범사업 자문단 꾸린다

•   연합: 오늘 600명대 중후반…거리두기 조정안·5월 특별방역 오전 발표

•   연합: 코로나19 백신 1차 접종자 누적 300만명 넘어…접종 시작 62일만

•   연합: 나주 혁신산단에 60MW급 수소연료전지 발전소 2곳 건설

•   뉴스1: [IR] 현대중공업지주 "두산인프라코어 지분율, 55~60%로 협의"

•   아주경제: ​[단독] 서울시 도시재생 축소 움직임에 구청장들 반발

•   더구루: 두산인프라코어, 美 건설기자재 전시회 참가…"북미시장 공략"

•   글로벌이코노믹: 두산퓨얼셀, 1분기 실적 부진 딛고 하반기 기지개

•   비즈니스워치: 두산중공업, '두산밥캣 주가 상승'에 베팅했더니…1356억

•   에너지경제: 전력 수요자원 거래시장 ‘반토막’ 축소 위기

•   Equipment World: Dominating the Market: Compact Track Loaders Undergo Rapid Advancements

•   For Construction Pros: 2021 State of the Construction Industry Report

•   대한경제: 잘나가는 두산그룹주...“실적ㆍ성장성 갖춰”

•   OilPrice.com: India COVID Crisis Could Slow Global Oil Demand Rebound

•   OilPrice.com: When Will Oil Demand Fully Recover?

•   OilPrice.com: China’s Shale Industry Faces Numerous Challenges

•   OilPrice.com: China Snubs U.S. With Huge Iraqi Gas Deal

•   OilPrice.com: Three Things That Will Drive Oil Prices In May

•   OilPrice.com: U.S. Oil Imports From OPEC Plunge To Lowest Since 1973

•   OilPrice.com: Offshore Wind To See Spending Explode To $810 Billion This Decade

•   MIT News: On course to create a fusion power plant

•   MIT News: China’s transition to electric vehicles

•   DIGITIMES: DRAM contract prices to rise 10% in May

•   Robotics & Automation News: Nissan uses robotic and 3D printing technologies to expand heritage parts range

•   Robotics & Automation News: Baidu Apollo to launch fully driverless ride-hailing services in Beijing

•   Robotics Tomorrow: Case Study: Autonomous Earthmoving Robots

•   Robot Report: Teradyne robotics portfolio grows revenue 33% in Q1

•   로봇신문: 中 협동로봇 기업 '엘리트로봇', 340억 투자 유치

•   로봇신문: 일본 스마일 로보틱스, 로봇팔 탑재한 식당 서빙 로봇 개발

[Opinions]

•   Project Syndicate(Jeffrey D. Sachs): Share the Intellectual Property on COVID-19

•   Project Syndicate(Jonathan Gruber, Simon Johnson): Infrastructure for the Next American Century

•   Project Syndicate(Jean Pisani-Ferry): Europe Needs a New Fiscal Framework

•   Project Syndicate(Ana Palacio): Europe’s Latest Strategic Letdown

•   Project Syndicate(Willem H. Buiter, Anne C. Sibert): Biden’s Fuzzy Tax Math

•   Project Syndicate(Michael Spence): High Growth Sectors in the Post-Recovery Decade

•   FT(Philip Stephens): Boris Johnson’s Tories have given up on saving the UK union

•   FT(Gillian Tett): Margin debt and leverage are flashing red, again

•   FT(Edward Luce): Biden’s still, small voice of calm

•   FT(Martin Sandbu): Nostalgia is a treacherous guide to economic policy

•   FT(Chris Giles): The left is winning the economic battle of ideas

•   FT(Zarir Udwadia): India’s Covid wards are like scenes from Dante’s ‘Inferno’

•   FT(Michael Stott): LatAm must ‘build back better’ - return to status quo is not an option

•   FT(Dennis Kelleher): A policy agenda for Wall Street’s new sheriff

•   FT(Claire Jones): Is working from home bad for productivity?

•   FT(Lex): Apple: supercharged iPhone sales signpost $3tn valuation

•   FT(Lex): Samsung/inheritance tax: higher dividends are in the frame

•   WSJ(Editorial Board): Biden’s Cradle-to-Grave Government

•   WSJ(Editorial Board): The Latest Earmark Excuse

•   WSJ(Sadanand Dhume): India’s Covid Crisis Could Reach You Too

•   WSJ(T.J. Rodgers): Government Won’t Fix the Semiconductor Shortage

•   WSJ(Elliott Abrams): A New Coalition to Advance U.S. Global Interests

•   NYT(Paul Krugman): Good Luck to Republicans if Biden’s Family Plan Becomes Law

•   NYT(Farhad Manjoo): The Wind and Solar Boom Is Here

•   NYT(Ezra Klein): 100 Days of Big, Bold, Partisan Change

•   NYT(Zoë M. McLaren): The Math That Explains the End of the Pandemic

•   NYT(Robert Gordon, Michele Jolin): A Progressive Vision Is Possible if We Spend Money Thoughtfully Now

•   NYT(Kara Swisher): Will Miami's Mayor Francis Suarez be Nikki Haley’s Vice Presidential Pick for 2024?

•   WP(Editorial Board): The United States can’t let other countries write AI policy for it

•   WP(Catherine Rampell): Biden upends the Republican ‘unity’ test

•   WP(David Ignatius): Biden’s American Families Plan could rewrite American politics

•   WP(Henry Olsen): Republicans are right to oppose Biden’s bloated spending plans. But they need their own blueprint.

•   WP(Jennifer Rubin): Biden catches the wave of economic growth

•   WP(E.J. Dionne Jr.): Biden goes big, bold and populist

•   WP(Paul Waldman): Why corporate America should join the fight for government health care

•   WP(Paul Waldman): Sorry, President Biden: The GOP’s zombie economic ideas will never die

•   WP(Marc A. Thiessen): Biden’s speech was pandemic political theater meant to justify a miasma of government spending

•   WP(Greg Sargent): We’re trapped in a doom loop of Trumpian circular logic

•   WP(Alexandra Petri): What a polarizing, divisive speech from President Biden!

•   WP(Daniel W. Drezner): The promise and peril of Biden’s first 100 days of foreign policy

•   Bloomberg(David Fickling): Sorry, Aramco, Reliance Just Isn’t That Into You

•   Bloomberg(Noah Smith): Raising Capital Gains Taxes Is the Fair Move

•   Bloomberg(Brian Chappatta): New York’s Full Reopening Goal Has a Subway Problem

•   Bloomberg(John Authers): Markets Give Powell a Break. It May Be Transitory

•   Bloomberg(Nir Kaissar): Hot Earnings Engine Can’t Propel Stocks Forever

•   Bloomberg(Matthew A. Winkler): Denver Airport Is a Model for Biden’s Infrastructure Plan

•   Bloomberg(Karl W. Smith): Pay People to Get Vaccinated? Even Better, Pay Pharmacies

•   Bloomberg(Michael R. Strain): Reduce Worker Shortages By Reining In Benefits

•   Bloomberg(Jonathan Bernstein): Biden Mostly Delivered What He Promised

•   Bloomberg(Noah Feldman): Democrats’ Methane Rule Reversal Smells a Little Trumpy

•   Bloomberg(Andreas Kluth): In Conflicts From Ukraine to Taiwan, the West Needs a Strategy

•   Bloomberg(Tim Culpan): Time for Samsung's Most Boring Business to Shine

•   Bloomberg(Faye Flam): When Should You Wear a Mask? The CDC Botched Its Answer

•   Bloomberg(Tae Kim): Apple and Facebook’s Staggering Results Aren’t Sustainable

•   Bloomberg(Cathy O'Neil): How Good Are Vaccines? Try 99.9999% Effective

•   Bloomberg(Tara Lachapelle): AOL and Yahoo Are Too ‘90s for 5G

•   Bloomberg(Rachel Sanderson): If Italy Fails, Then Europe Fails Too

•   CNN(Diane Lim): Biden's plan will help reverse the 'she-cession'

•   CNN(Meg Jacobs): Joe Biden is old. Here's why that's a good thing

•   MarketWatch(Therese Poletti): Apple’s Mac is back with record sales — but how long can that last?

•   Fox News(Mike Pompeo): John Kerry and Iran – American people deserve an explanation from former secretary of state

•   Fox News(Leslie Marshall): Biden's speech had many highlights – here are this Democrat's 3 favorite proposals

•   Fox News(Marc Siegel): Biden, COVID vaccine and unity – this what Americans need to hear from their leader

•   Fox News(Judge Andrew P. Napolitano): Biden wants largest peacetime transfer of wealth ever – that's unconstitutional

•   Fox News(David Bossie): Biden's speech -- top takeaways from president's '100 days' address to Congress

•   Reuters(Clyde Russell): Seaborne coal volumes slip in Asia, and it's not just the pandemic

•   Nikkei Asia(Hiroyuki Nishimura): RCEP trade pact hands China a global edge, for now