Business Intelligence Monitor 210503

(Introduction)

[Markets]

•   Global: World shares off record peak; dollar rises

•   한국: 공매도 재개 눈앞…코스피·코스닥 나흘째 하락

•   한국: "조선업 슈퍼사이클 초입"…한국조선해양 등 동반랠리

•   한국: 두산그룹주 힘빠져, 오리콤 두산 두산중공업 내리고 두산퓨얼셀 올라

•   Metals: Copper deflates below $10,000 ahead of holiday in China

•   Grains: Corn, soybeans, wheat end higher after volatile week

[Indicators]

•   OPEC Apr. Oil production: Iran again boosts OPEC oil output in April -Reuters survey

•   US Mar. Personal spending·income: U.S. Household Income Surged by Record 21.1% in March

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for ninth month -Baker Hughes

•   US Q2 GDP Nowcast: Apr 30, 2021: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: 10.4 percent — April 30, 2021

•   Eurozone Q1 GDP: Covid resurgence pushes eurozone into double-dip recession

※   Eurostat: GDP down by 0.6% in the euro area and by 0.4% in the EU

•   China Apr. PMI: China’s Economic Recovery From Covid-19 Shows Signs of Slowing

•   한국 1분기 법인카드 이용: 1분기 법인카드 이용액 39조.. 코로나 이전 수준으로 회복

•   한국 3월 산업활동: 생산 두달째 늘고 소비 7개월만에 최대 증가…"경기회복세 확대"

•   한국 4월 무역수지: 4월 수출 10년 만에 최대폭 상승…"기저효과 뛰어넘어 선전"

•   한국 4월 회사채 발행: 4월 회사채 발행 최대…A등급 이하 발행사도 흥행

•   한국 4월 중소기업 동향: 中企 코로나發 '재고앓이'···물량 22개월 연속 늘었다

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매수심리 3주째 '후끈'

•   Japan Mar. Industrial production: Japan's March factory output rebounds as car production jumps

•   Japan Mar. Employment: Japan jobless rate drops to 2.6% amid economic recovery

•   India Mar. Core industry production: March infrastructure output rises 6.8% y/y

•   India Apr. Balance of trade: India exports jump to USD 30.21 bn in April; trade deficit at USD 15.24 billion

•   India Apr. GST collections: GST collections in April at record ₹1.41 lakh crore

•   UAE 2020 Non-oil GDP: UAE’s Non-Oil Economy Contracted First Since 2011 Last Year

•   Taiwan Q1 GDP: Work from home boosts Taiwan's economic growth to fastest in over a decade

•   Chile Mar. Copper production: Chile output falls for 10th consecutive month, adding fuel to copper price rally

[Trackers]

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

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   CNBC: Covid-19 cases, deaths, and vaccinations

•   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

[Calendars]

•   WSJ: Economy Week Ahead: Factories, Trade, Jobs

•   FT: Scottish and London Mayor elections, Bank of England meets

•   Bloomberg: America’s Jobs Recovery From Crisis Is Looking Robust: Eco Week

[News]

•   WSJ: Biden’s Challenge: Pushing His Agenda in Congress as Window Narrows

•   WSJ: Biden’s $4 Trillion Plan Now Gets Test in Congress

•   WSJ: Biden’s Plan to Spend $4.5 Trillion Without Boosting Deficits Depends on Factors Beyond His Control

•   WSJ: What Business Thinks of Biden’s Plans on Infrastructure, Taxes

•   WSJ: Death and Taxes: Biden Wants to Step Down the ‘Step-Up’ on Investment Gains

•   WSJ: Biden, Republicans Set Talks Over Competing Infrastructure Plans

•   WSJ: The Covid-19 Vaccine Club: How the World’s Biggest Producers Depend on Each Other

•   WSJ: U.K. Covid-19 Variant’s Hold in U.S. Has Silver Lining: Vaccines Counter It

•   WSJ: U.S. Says China Must Do More to Protect Intellectual Property

※   USTR: USTR releases Annual Special 301 Report on Intellectual Property Protection

•   WSJ: From Apple to Domino’s Pizza, U.S. Companies Scramble to Meet Surge in Demand

•   WSJ: Covid-19 Savings Stockpile Could Accelerate Economy—if Consumers Spend It

•   WSJ: Coronavirus Is Different. It’s Rapidly Hitting Supply and Demand.

•   WSJ: Many Black Homeowners Are Falling Further Behind on Their Mortgages

•   WSJ: U.S. Will Restrict Travel From India Starting Tuesday

•   WSJ: Pence Levels Critique of Biden as He Eyes Possible 2024 Bid

•   WSJ: What Happens When Opinion Polls Move Online

•   WSJ: As Covid-19 Vaccine Campaign Accelerates in Europe, Optimism Swells Despite Recession

•   WSJ: Palestinian Authority President Postpones Parliamentary Vote

•   WSJ: For China’s Small Businesses, Life Is Still Far From Normal

•   WSJ: India’s Covid Calamity Has Sick Caring for the Sicker: ‘Alone to Save My Family’

•   WSJ: BlackRock Starts to Use Voting Power More Aggressively

•   WSJ: What Happens When Stocks Only Go Up

•   WSJ: Americans Can’t Get Enough of the Stock Market

•   WSJ: China Orders Tech Giants to Unbundle Financial Services

•   WSJ: China Beefs Up Antimonopoly Body Amid Regulatory Push

•   WSJ: Profits and Politics in China’s Tech Crackdown

•   WSJ: From Tablets to Sex Toys, the Chip Shortage Is Far-Reaching

•   WSJ: Big Oil Companies Recover as Prices Rebound

•   WSJ: Five Tech Giants Just Keep Growing

•   WSJ: More Than 90 New Airlines Are Launching in 2021. They Say It’s the Perfect Time.

•   WSJ: U.S. Farmers Look for Government Help to Support Biden’s Climate Plans

•   WSJ: Warren Buffett Faces Impatient Investors as Berkshire Hathaway Returns Decline

•   WSJ: A Tech Company Tried to Limit What Employees Talk About at Work. It Didn’t Go Well.

•   WSJ: Epic vs. Apple Trial Features Battle Over How to Define Digital Markets

•   NYT: Global Virus Cases Reach New Peak, Driven by India and South America

•   NYT: India’s Covid-19 Crisis Shakes Modi’s Image of Strength

•   NYT: With Florida Bill, Republicans Continue Unrelenting Push to Restrict Voting

•   NYT: G.O.P. Seeks to Empower Poll Watchers, Raising Intimidation Worries

•   NYT: Biden’s Expansive Infrastructure Plan Hits Close to Home for McConnell

•   NYT: Joe Biden, the Reverse Ronald Reagan

•   NYT: Faith, Freedom, Fear: Rural America’s Covid Vaccine Skeptics

•   NYT: Biden’s Proposals Aim to Give Sturdier Support to the Middle Class

•   NYT: Biden’s Expansive Infrastructure Plan Hits Close to Home for McConnell

•   NYT: Why a $10,000 Tax Deduction Could Hold Up Trillions in Stimulus Funds

•   NYT: Russian Attempts to Expand Sputnik Vaccine Set Off Discord in Europe

•   NYT: ‘Now We Are United’: Myanmar’s Ethnic Divisions Soften After Coup

•   NYT: Google’s Plan for the Future of Work: Privacy Robots and Balloon Walls

•   NYT: ‘We’re Suffering’: How Remote Work Is Killing Manhattan’s Storefronts

•   WP: Biden brings his economic pitch to Georgia, marking 100 days in office

•   WP: Biden administration considers patent waivers for coronavirus vaccines

•   WP: U.S. coronavirus cases drop as spring wave of infections ebbs

•   WP: Biden administration forges new path on North Korea crisis in wake of Trump and Obama failures

•   WP: Biden takes a detour on infrastructure push to reminisce about ‘Amtrak Joe’

•   WP: President Biden’s pro union stance is historic, but is it all talk? - Washington Post

•   WP: Democrats signal they’re open to concessions on infrastructure

•   WP: How the pandemic led to a rental car crisis just as Americans are ready to bust loose

•   WP: For Republicans, fealty to Trump’s election falsehood becomes defining loyalty test

•   WP: Democrats face growing list of swing-district retirements, dimming midterm prospects

•   WP: Biden just recited his wish list for struggling American families. Now he has to deliver.

•   WP: Modi’s party loses key state election amid pandemic vote; India sees record deaths

•   WP: ‘Living in two realities’: Indian diaspora reckons with crisis abroad

•   WP: Taliban warns of counterattacks as original May 1 deadline for U.S. troop withdrawal passes

•   WP: Bolsonaro has insulted much of the world. Now Brazil needs its help.

•   WP: Russia came for Navalny, then his people and organizations. Now, his lawyer has been arrested.

•   WP: Chinese workers allege forced labor, abuses in Xi's Belt and Road program

•   WP: As the U.S. departs Afghanistan, will the old Taliban reemerge?

•   WP: Mitt Romney booed at Utah GOP convention before failed vote to censure him for Trump vote

•   FT: AstraZeneca on track to submit data for US vaccine approval, says chief

•   FT: One vaccine shot leaves many vulnerable to Covid variants, UK study finds

•   FT: India’s vaccine shortage will last months, biggest manufacturer warns

•   FT: Largest economies forecast to regain pre-Covid levels by end of year

•   FT: West and allies relaunch push for own version of China’s Belt and Road

•   FT: Patchwork of vaccine passports complicates return of global travel

•   FT: EU trade chief hopeful of deal with US to end Airbus-Boeing dispute

•   FT: Spain submits EU recovery fund spending plans

•   FT: Head of Madrid government looks to exploit lockdown fatigue

•   FT: Eurozone has to wait for an economic resurrection

•   FT: Diplomatic expulsions diminish Russia’s reach in eastern Europe

•   FT: Johnson set to unveil reform of planning and state aid

•   FT: US tax plan ‘opens door to rest of the world’ to raise capital levies

•   FT: Double life of Johnson’s ally raises awkward conflict of interest questions

•   FT: Curtains and courtiers: how much trouble is Boris Johnson facing?

•   FT: Biden’s 100 days: hawkish approach to China stokes Beijing frictions

•   FT: Is there a ban on Covid vaccine exports in the US?

•   FT: Coup and Covid pushing half of Myanmar below poverty line, warns UN

•   FT: Investors urge Brazil to use green bonds to save the Amazon

•   FT: ‘No one has seen anything like this’: stories from inside India’s Covid disaster

•   FT: Cracks appear in Netanyahu’s armour as deadline approaches

•   FT: Investors move into cash at fastest rate since March last year

•   FT: Spac share prices slump as enthusiasm wanes

•   FT: Will US jobs figures continue their upward trajectory?

•   FT: Commodity traders in DoJ’s sights as probes tarnish boom times

•   FT: Brussels charges Apple with antitrust abuse

•   FT: Inflation tests pricing power of global brands

•   FT: Credit Suisse chair Horta-Osório says bank’s crisis is worst he has seen

•   FT: Apple takes on the internet: the Big Tech battle over privacy

•   FT: Exxon and Chevron surge back to profit

•   FT: Big Tech’s surging growth stuns Wall Street

•   FT: Banks move to relieve pressure on Indian operations

•   FT: BHP says tax rises pose threat to Chile’s mining industry

•   FT: Cities appoint ‘heat officers’ in response to warming threat

•   FT: Bitcoin: too good to miss or a bubble ready to burst?

•   Bloomberg: Global Recovery: Not Every Job Is Coming Back

•   Bloomberg: The Price of the Stuff That Makes Everything Is Surging

•   Bloomberg: WHO Should Look Beyond Animals on Covid Origin, Scientists Say

•   Bloomberg: Yellen Doesn’t See Biden Plan Creating Inflation ‘Issue’

•   Bloomberg: Biden Quietly Preparing for Food Stamp Increase Without Congress

•   Bloomberg: Where Biden’s Battle Against U.S. Inequality Will Be Lost or Won

•   Bloomberg: Biden Tax Hike: What Financial Advisers Are Telling Rich Clients

•   Bloomberg: U.S. Denies Any Deal With Iran to Ease Sanctions, Swap Prisoners

•   Bloomberg: Fed’s Key Rate Slips Closer to Zero, Raising Prospect of Tweaks

•   Bloomberg: Fed’s Kaplan Wants to Talk Taper, Breaks Ranks With Powell

•   Bloomberg: Blinken’s European Trip Aims to Bolster Ukraine, Pressure China

•   Bloomberg: German Finance Chief Sees Global Corporate-Tax Deal by Summer

•   Bloomberg: ECB’s Weidmann Says Government Finances Mustn’t Delay Tightening

•   Bloomberg: Fed’s Dovish Tilt to Unleash Tide of Bets on Resurgent Euro

•   Bloomberg: U.K. Home Shift Under Way With Prices Surging in Quieter Areas

•   Bloomberg: Brazil Economy Minister Says Won’t Resign During Pandemic: Globo

•   Bloomberg: Greed, Bankers and Politics Star in Danish Negative-Rate Debacle

•   Bloomberg: India Eases Some GST Rules to Help Taxpayers in Pandemic Period

•   Bloomberg: Brazil Hits 1 Million a Day Vaccine Goal but Risks Abound

•   Bloomberg: Hong Kong’s Economy Set to Bounce Back After Long Decline

•   Bloomberg: Traders Tiptoeing Into May Dial Back Emerging-Market Bull Case

•   Bloomberg: Bond Market’s Inflation Bulls Get Powell Go-Ahead to Double Down

•   Bloomberg: Pandemic Offers Africa a Chance to Boost Sovereign Sukuk Sales

•   Bloomberg: Top Copper Producer Codelco Boosts Output to Tap Price Jump

•   Bloomberg: Record Metals Prices Catapult Mining Profits Beyond Big Oil

•   Bloomberg: Top Copper Producer Codelco Boosts Output to Tap Price Jump

•   Bloomberg: Volkswagen Warns Chip Shortage to Curb Output in Coming Months

•   Bloomberg: Intel’s New CEO Won’t Be ‘Anywhere Near as Focused’ on Buybacks

•   Bloomberg: Tesla’s German Plant Delayed Until Next Year: Automobilwoche

•   Bloomberg: Tata Power Mulling $473 Million Renewable Energy Unit IPO

•   Bloomberg: It’s Short Squeezes All the Way Down

•   Bloomberg: Carbon Taxes Cut Emissions, Not Jobs or Economic Growth

•   Bloomberg: Xi Vows Focus on Emission Cuts, End Energy-Inefficient Projects

•   Bloomberg: Electric Car-Charging Business Is Doing Everything But Profiting

•   Reuters: Pfizer to start shipping coronavirus vaccine to Canada

•   Reuters: Exclusive: Pfizer begins exporting U.S.-made COVID-19 vaccine to Mexico

•   Reuters: Pfizer, BioNTech seek to extend COVID-19 vaccine use to adolescents in EU

•   Reuters: WHO gives emergency use listing to Moderna’s COVID-19 vaccine

•   Reuters: EXCLUSIVE Some EU nations still want Valneva COVID-19 vaccine deal -sources

•   Reuters: Vaccine protects COVID-19 survivors against variants; virus' spike protein damages blood vessels

•   Reuters: AstraZeneca confirms delays to COVID-19 shots produced in Latin America

•   Reuters: Russia produces first batch of COVID-19 vaccine for animals -regulator

•   Reuters: EU aims to cut foreign reliance on chips, pharma materials -document

•   Reuters: EXCLUSIVE Scientists say India government ignored warnings amid coronavirus surge

•   Reuters: Eight reported killed as Myanmar protests aim to ‘shake the world’

•   Reuters: India's Serum Institute plans to start vaccine production outside India

•   Reuters: Brazil calls on countries to share spare vaccines

•   Reuters: Indian industry body urges curbs to economic activity to save lives

•   Reuters: Intel seeks $10 bln in subsidies for European chip plant

•   Reuters: Siemens Gamesa lowers earnings outlook but orders soar

•   Reuters: On top of zero-emission vehicles, GM looks to clean up its own operations

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

•   Reuters: EXCLUSIVE German government proposes green funding tool to help industry cut CO2

•   Reuters: Vietnam’s answer to Tesla has U.S. in its electric sights

•   Reuters: Factbox: Varied ESG targets of big mining companies

•   Reuters: Factbox: Joe Biden's $6 trillion ambition

•   Reuters: Analysis: Europe's Green Revolution? Italy's spending plans raise doubts

•   AP: Indian court urges government action as hospitals cry help

•   AP: EXPLAINER: What remains as US ends Afghan 'forever war'

•   CNN: Biden's climate push promises 'jobs, jobs, jobs.' Here's what that might look like

•   CNN: Everyone is worried the economy is 'overheating'. But what does that actually mean?

•   CNBC: Pfizer Covid vaccine: BioNTech expects data on kids ages 5 to 11 as early as end of summer

•   CNBC: U.S. to discuss wider Covid vaccine licensing as India calls to waive patent protections

•   CNBC: Biden’s tax plan targets big companies, so why is small business worried?

•   CNBC: Leon Cooperman sees stock market lower a year from now due to tax, rate, inflation pressures

•   CNBC: Food and agriculture start-ups raised record $22.3 billion in 2020

•   CNBC: ‘To return to business as usual would be a loss’: How companies can keep workers connected post-pandemic

•   MarketWatch: U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?

•   MarketWatch: Stock market peak? ‘Easy money’ has been made but room for more gains, strategists say

•   Fox Business: Global microchip shortage has China eyeing Taiwan

•   SCMP: China’s global plan to vaccinate its citizens faces production problems

•   SCMP: China’s Xinjiang policies ‘poorly explained and ruthlessly executed’

•   SCMP: China-Japan relations: can Beijing stop other countries getting dragged into their island dispute?

•   SCMP: Global supply chain continues to shift away from China, but it remains the top sourcing location

•   SCMP: China’s Dalian set for world’s largest offshore airport as Beijing tries to revive moribund northeast

•   SCMP: China’s Politburo targets economic risks to ensure post-pandemic recovery

•   SCMP: China digital yuan: could backing bitcoin as an investment help promote its sovereign digital currency?

•   SCMP: China unlikely to certify Boeing 737 MAX to fly again any time soon, analysts say

•   Global Times: Tourist sites across China packed with travelers, indicates trust in epidemic-control measures

•   Nikkei Asia: COVID variants swamp India and Japan hospitals: 5 things to know

•   Nikkei Asia: Mitsubishi Corp. to boost renewable energy in power generation business

•   Nikkei Asia: Japan courts Eastern Europe with eye on EU Indo-Pacific strategy

•   Nikkei Asia: Panasonic nears deal to outsource TV production to China's TCL

•   Nikkei Asia: US startup to test small-dose COVID vaccine in Japan this summer

•   Nikkei Asia: Ever Given's Suez Canal blockage still disrupting global shipping

•   Nikkei Asia: Japan's Yaskawa morphs into leading automation consultant

•   Nikkei Asia: Porsche's hydrogen-based eFuel turns gas guzzlers into eco-cars

•   Mainichi: Japan Jan.-March GDP seen having shrunk 4.8% under 2nd virus emergency

•   Japan Times: Japan to boost aid for firms with large facilities under COVID-19 emergency

•   Economic Times: India Inc on course to report robust performance in Q4 on low base

•   Mint: India extends ban on international flights till 31 May

•   Mint: Over 2.45 crore register for Phase 3 of Covid-19 vaccination

•   매경(P1): 삼성생명 이건희 지분, 이재용이 절반 받았다

•   매경: 이재용, 삼성생명·물산 통해 '그룹 핵심' 삼성전자 지배력 높여

•   매경: 상속받은 지분만 6조원대…이재용 주식 15조 넘을 듯

•   매경(P1): 반도체 슈퍼사이클 '성큼'…D램 이어 낸드 값도 뛴다

•   매경: 권익위 "이해충돌법 내년 5월 시행"

•   매경: "집은 2000만원 비싼데, 1억 더 드네"…대출규제의 함정

•   매경: 속타는 2030 빚투족…대출금리 고공행진

•   매경: "코로나 이후 인플레이션 조심해야"

•   매경: 두번째 코로나 치료제 나오나

•   매경: 바닷길 비싸니 기찻길로…판토스 철도운송 문의 빗발

•   매경: 전기차 배터리 업체들, 렌터카와 협업 잇따라

•   매경: 국민연금 대체투자 속도낸다

•   매경(P1): 6070 노후자금까지 '코인 한탕' 가세했다

•   매경: "2천만원 계좌에 1천만원 더"…2030보다 더 과감한 6070 코린이

•   매경: 상장폐지된 코인 슬쩍 재상장…'나몰라 거래소'

•   매경(P1): 삼성전자 큰손 된 동학개미…국민연금 기관 제쳤다

•   매경(P1): 개별기업 ESG위험 실시간 알려준다

•   매경: AI가 매일 1만건 뉴스 분석…기업별 ESG 위험 신속하게 전달

•   매경: 국민 10명중 1명이 삼성전자 주주...1분기에만 주주 200만명 늘었다

•   매경: 3일 공매도 재개…1순위 표적 대차잔고 급증 기업은?

•   매경: [단독] '마이너스의 손' 석탄공사, 몽골탄광도 망했네

•   매경: 기업 상속 때 한국은 세금이 절반, 인도선 '0원'

•   매경: 대출규제 거세다더니 연 소득 1억 이상엔 '미풍'

•   매경: 실수요자 대출 비율 10%P↑…집값·소득요건도 완화 추진

•   매경: 기업 재무 사령탑…"신사업 전략도 나를 거쳐야 완성"

•   매경: 전영묵·장석훈·김대환…삼성 금융사 CEO는 CFO 출신

•   매경: 삼성전자가 선점 나선 새 먹거리는?

•   매경: [르포] "25m높이 부산항 크레인, 1㎞ 밖 관제실서 조종하죠"

•   매경: "러 백신 식약처 승인 땐 韓 우선 공급될 것"

•   매경: 모더나 백신 도입 빨라질까…한국자회사 설립 움직임

•   매경: '실적잔치' 끝난 코스피, 5월 조정장 오나

•   매경: 코로나 비웃는 '불타는 주말'…지자체·경찰도 손놓은 방역

•   매경: 전세계 큰손 투자지표 1순위…ESG, 제대로 알고 투자하라

•   매경: "ESG 배우자" 열공하는 기업들

•   매경: 애플·테슬라·네슬레…1등기업들 ESG도 빨랐다

•   매경: 서학개미들 관심 커지는 '미국 ESG ETF'

•   매경: 김종인 "윤석열 이달 의사표시 할 듯…대선, 당 의미 없어"

※   정치권에서 '김 전 위원장이 김동연 전 경제부총리를 대선 후보 플랜B로 생각한다'는 소문이 퍼진 것에 대해 그는 "상상하기 좋아하는 사람들이 플랜B니 그런 얘길 하는데 내가 관심이 없다"고 선을 그었다.

•   한경(P1): 가계부담 키운 가계부채 대책

•   한경: "마이너스통장 한도 확 줄어든다"…'막판 영끌' 폭발 예고

•   한경: "자본 더 쌓아라…안지키면 은행 배당 제한"

•   한경: "청년 대출 우대" 생색은 금융위, 리스크는 은행이…

•   한경: AI 믿었는데…은행 퇴직연금 운용 첫 오류

•   한경: 이재명 '기본소득'에 이낙연 '新복지' · 정세균 '기초자산' 맞불

•   한경: "기본소득 대신 '부(負)의 소득세' 도입해야"

•   한경: "성과급 1000% 주겠다"…분위기 쇄신 나선 SK하이닉스

•   한경: 삼성전자 '스마트폰 왕좌' 탈환

※   Counterpoint: Apple Leads the $100 Billion+ Smartphone Market with 42% Share

•   한경: SKIET '로또 청약' 불만 쏟아지자…개인 배정 물량 늘렸다

•   한경: '공매도 표적될라' 떨고있는 개미들…"이 종목 조심하세요"

•   한경(P1): 부산항 마비…6단 컨테이너까지 등장

•   한경: 벌크운임 껑충 뛰었는데…벌크선사들 웃지 못하는 이유

•   한경: 해상운임 한달 새 20%이상 급등…미주·유럽 항로 '역대 최고' 찍었다

•   한경: "이런 수출대란은 처음"…선박도 없는데 끝없이 밀려드는 화물

•   한경(P1): 민주당 새 대표 송영길…"부동산 문제 반드시 해결"

•   한경(P1): 한경-WSJ 미래전략 콘퍼런스 독자 여러분 무료 초대합니다

•   한경: 마지막 변수 남았다…"삼성전자 주식 32조 강제 매각될 수도"

•   한경: '이재명표 기본대출' 구상 입법으로 구체화

•   한경: "韓, 미국의 기술동맹 요구에 호응하면서 백신 등 반대급부 챙겨야"

•   한경: "기업 몸값 좌우"…스틱, 투자 全과정서 ESG 따진다

•   한경: 당신에게 1억이 있다면?…"○○주식 반드시 사라" PB들 조언

•   한경: "SK하이닉스에 50% '몰빵'하라"…NH투자증권 PB의 소신

•   한경: 5조 실탄 들고…SK이노 '공격 투자' 나선다

•   한경: '好실적 약발' 안 받는 증시…"저가 매수 기회" 추천 종목은?

•   서경: 정원 10만명 늘린 공기업, 빚은 545조 '최대'

•   서경: 4월 소비자물가 29개월 만에 2%대 급등

•   서경: 재건축 기대감에···강남 노후 단지 상승률 72주 만에 최고

•   서경: [단독] 기아, 車반도체 품귀에 ‘마이너스 옵션’···일부 사양 제외하면 가격 할인

•   서경: 다시 뛰는 삼성전자 이익 전망...주가와 괴리 좁힐까

•   서경(P1): [단독] 원전 빠진 '수소경제'···수소 생산량 3년째 제자리

•   서경: 탄소 제로엔 원자력이 필수···'그린 수소' 로드맵 다시 짜야

•   서경: 脫원전에 태양광 띄우지만···국내시장 발 넓히는 中

•   서경: 원전 폐기물 재생기술 속속 개발···상용화땐 年 3,000억 경제 효과

•   서경(P1): '32조 카드론' 내년 7월부터 DSR에 포함한다

•   서경: 가계빚 관리 '구멍 메꾸기'···다중채무자 직격탄될 듯 [카드론 내년 7월부터 DSR 포함]

•   서경: [30세 기자 AZ 백신 맞아보니]'노쇼' 급증에 당일예약도 가능···중구난방 예비명단은 관리해야

•   서경: [SK하이닉스 '운명의 한달'] 英·EU, 이달 SK '인텔 낸드' 인수 심사 착수

•   서경: LG전자, 올레드 에보(evo) 앞세워 OLED 대세화 굳힌다

•   서경: "이래서야 자녀에게 기업 물려주겠나"...韓, 상속세 명목세율 60% 'OECD 1위'

•   서경: 전기차 인기에...현대차·기아 친환경차 누적 판매 200만대 돌파

•   서경: ‘LPG선이 효자네’ 한국, 올해 발주량 74% 싹쓸이

•   서경: 집 사야 되나··· 전문가들 “경기 외곽 하락 가능성 커" 한 목소리

•   서경: “민간 재건축, 시장 불안 야기”···‘공공 주도’ 강조한 노형욱

•   서경: "수소산업 키워 창원 경제 전환점 만들 것"

•   서경: [뒷북경제]섬나라 한국.. 선진국 따라하다 에너지 후진국된다

•   서경: 현대로보틱스·세이프틱스, 협동로봇 안전지능 업무협약 체결

•   조선(P1): 화이자가 바닥났다

•   조선: 뒤늦게 계약하고 찔끔찔끔 들여온 탓

•   조선: [단독] 아스트라는 공급 문제 없지만, 일부선 접종 기피

•   조선: 면역효과 떨어지는데… 文, 5주만에 아스트라 2차접종

•   조선: 집·직장 근처 병원에 전화, 예비명단에 먼저 등록해야

•   조선: 1700만대 더 팔았는데... 삼성, 애플 매출의 절반도 안돼

•   조선: 오세훈 “민간 재개발 정상화, 투기는 단호히 차단”

•   조선: “지금 집값 비싼 건 맞지만, 새 아파트 수요가 너무 많다”

•   조선(P1): 추락하는 공기업, 36개 중 절반이 적자

•   조선: 공기업 직원 평균연봉도 1년새 7948만→8156만원

•   조선: 화이자 백신, 美·독일서 60일간 3단계 공정 거친다

•   조선: 유가 뛰자 중동이 바빠졌다… 한국 1분기 수주 4조 육박

•   조선비즈: “없어서 못 판다”… 밀려드는 주문에 건설기계업계 함박웃음

•   조선비즈: 20년뒤엔 1700조원 시장… 현대차·한화, ‘플라잉 카’로 맞붙는다

•   조선비즈: 슈퍼사이클에도 몸 낮추는 삼성·하이닉스...“2018년만큼 돈 못 번다”

•   조선비즈: 돈을 펑펑 쓰고 재정전망은 수정하면 된다?...변명만 내놓는 기재부

•   IT조선: [단독] SK이노, LG 줄 합의금 ‘5000억’ 1분기에 턴다

•   중앙(P1): 문 대통령 지지율 취임 후 최저 29%

•   중앙: 막걸리=3000원 국룰 깨졌다...공깃밥=1000원도 흔들

•   중앙: “돈 놓고 돈 먹기” MZ세대 알트코인에 올인…정부, 운동장·룰 만들 생각도 안 해

•   중앙: “적금 부어 결혼하고 집 사기 거의 불가능…재산 불리기 마지막 수단으로 코인 투자”

•   중앙: 세계 알트코인 2만 개 천차만별…“용도 알고 투자” 17%뿐

•   중앙: 일본 최대 거래소에 상장 코인 5개, 한국은 178개

•   중앙: 양도세 중과 무서워 집 판다? 되레 매물 줄고 집값 뛰어

•   중앙: 부동산·주식은 공개하는데…암호화폐는 못 막는 공직자윤리법

•   중앙: 하필 ‘영끌 집 마련’ 2030 많은 곳…민주당 ‘김부선 쇼크’

•   중앙: GTX-D 김포·강남 연결 10조 든다더니…정부 추산은 6조원대

•   중앙: 김종인의 '대선 플랜B' 김동연, 정치도전 꺼내자 "허허허"

•   동아(P1): [단독]정부 “美 주도 반도체 공급망 재편 동참”… 21일 한미정상회담

•   동아: [단독]반도체 고리로 한미협력 강화… 백신-북핵 동맹이슈 시험대

•   동아: 한미일 합참의장 회의… 韓 “한반도 평화” 美日 “북핵 억제”

•   동아: 정부 “외식-공연 할인쿠폰 이달중 지급 재개”

•   동아: “자가키트, 검사 1시간전부터 코 풀면 안돼”

•   동아(P1): [단독]아스트라도 부족… 9일부터 1차접종 중단

•   동아: 정부 “남은 아스트라 34만회”… 동네병원 접종 2주간 사실상 스톱

•   동아: 화이자 1차 맞은 133만명… “2차 제때 맞을수 있나”

•   동아(P1): 바이든 “北 단호히 억제” 北 “상응조치” 충돌

•   동아: 美 ‘대북제재 병행’에… 北“대단히 큰 실수” 하루 3건 비난 담화

•   동아: [단독]19개 그룹 지분 26조, 상속세가 15조… “韓세율 세계 최고 수준”

•   동아: 가업승계 中企, 상속세에 휘청… ‘세계 1위’ 기업도 매각

•   동아: ‘배터리 大戰’ 소재산업까지 확산… LG ‘인재 보강’ SK ‘해외 확장’

•   문화(P1): 6월까지 확진자 1000명 이하땐 ‘5人모임금지 해제’

•   문화: ‘5人이상 모임 금지’ 3주 연장… 7월부터 새 기준 적용해 완화

•   문화(P1): ‘코인 리딩방’ 사기에 걸려드는 2030

•   쿠키뉴스: 김종인 “플랜B가 김동연 전 부총리? 별로 관심 없어”

•   세계: “1600조원대 하늘길 잡자”… 기업들 ‘UAM 동맹’ 합종연횡 [심층기획]

•   세계: 中 기술 권위주의 vs 美 기술 민주주의… 불붙는 국제표준 전쟁 [세계는 지금]

•   세계: 상상이 현실되는 ‘또 다른 세계’… 메타버스에 올라타라 [이슈 속으로]

•   세계: ‘태양광’에 빼앗긴 들녘… 농부는 농사를 잃었다 [밀착취재]

•   한겨레: 부산 해운대 앞바다 풍력발전단지 계획…주민들 “절대 안돼”

•   머니투데이: 자율주행 '특이점' 곧 온다… 모빌리티 혁신가들의 제언

•   머니투데이: "모빌리티, 스마트폰 생태계처럼 폭발 성장할 것"

•   머니투데이: '한달새 6억↑' 그 아파트값 올린 건 '코인 환치기' 중국인이었다

•   머니투데이: 80조원 반환 증거금 쓰나미...공모 흥행 이어질까

•   더벨: 수소연료전지지게차·굴착기 개발…그룹 수소 활용 시너지 기대

•   헤럴드경제: 몸집 키운 4대 금융 ‘자산 3000兆’ 시대…4대 그룹의 ‘2배’

•   헤럴드경제: 자산 7조 재계 55위...5개 계열사 거느린 ‘LX그룹’ 닻 올렸다 [LX홀딩스 출범]

•   헤럴드경제: 구본준 36년만에 총수에...‘1등 DNA’ 잇는다 [LX홀딩스 출범]

•   헤럴드경제: 항해나선 ‘LX’ 미래 성장동력은 2차전지 소재·헬스케어·팹리스 [LX홀딩스 출범]

•   헤럴드경제: “현대차, 美서 전기차 생산 검토”

•   헤럴드경제: 공매도 재개 기회로...증시주변자금 100조 돌파 초읽기

•   헤럴드경제: 글로벌 인프라 투자 확대...건설기계株 ‘맑음’

•   파이낸셜뉴스(P1): 살인물가 더는 못버텨…김밥·짜장면값 줄줄이 인상

•   파이낸셜뉴스(P1): 지배력 굳힌 이재용, 힘받는 경영 복귀론

•   파이낸셜뉴스: 연일 정부에 쓴소리 내뱉는 KDI '소주성 원장' 낙점에 각 세우기?

•   파이낸셜뉴스: 방미 경제 사절단에 반도체·배터리·전기차 관련 4대그룹 동행할듯

•   파이낸셜뉴스: 4월 찔끔 매수한 외국인, 5월 큰손으로 돌아올까

•   아시아경제: [경기회복 긴급진단]"집단면역 확보돼야 긴축 가능…기준금리 인상은 내년 초"

•   아시아경제: 'GTX·재건축' 성공이냐 실패냐…희비 엇갈리는 수도권 집값

•   아시아경제: 용인 세계 반도체 중심축 된다…기업들 속속 입주 결정

•   디지털타임스(P1): 한은 "작년 실업률 4% 중 코로나 영향 0.01%p"

※   한국은행: 조사통계월보 2021년 4월호

•   디지털타임스(P1): "개발자 어디없소?"… 성과급發 구인전쟁 갈수록 심화

•   디지털타임스(P1): 시중은행, 가상화폐거래소 검증 강화

•   이데일리(P1): [단독]LH, 성과급 1468억 챙겼다…수조원 적자 공기업들도 6500억 받아

•   이데일리: 한전, 우즈벡 에너지 시장 진출 ‘시동’…LNG·태양광 시장 공략

•   이데일리: 반도체 보릿고개 5월, 자동차 부품업계도 '전전긍긍'

•   이데일리: 국산 코로나백신 죄다 헛발질? 개발비용 회수 어려울수도

•   이데일리: 반도체 장비 '깜짝' 실적, '슈퍼사이클' 타고 '붕붕∼'

•   이데일리: 공매도 재개 D-1…대차잔고 급증·CB발행 종목 주의

•   이데일리: “오세훈 믿었는데…재건축 또 ‘허송세월’이냐”

•   연합: 휴일영향에 오늘 500명 안팎…울산서 영국 변이 '우세종' 우려

•   연합: 홍남기 "'화이자백신 바닥' 사실 아냐…접종 계획대로"

•   연합: [에따블라디] 러시아가 수소경제 요충지로 사할린 점찍은 이유

•   뉴시스: "韓, 경제산업구조·에너지 전환해 기후변화 적극 대응해야"

•   뉴스핌: '빅딜 파트너' 현대중공업-두산, 1위 수소기업 선점 '경쟁'

•   MBC: 차량용 반도체 대란에…국산 전기차 보조금 못 받나?

•   MBC: [집중취재M] "상무님 따라하세요"…연구대상이 된 '90년대생'

•   SBS: 위험의 무인화…드론 · 로봇이 힘든 일 '척척' 한다

•   아주경제: [단독] 코로나가 앞당긴 자율주행시대, 네이버도 ‘무인셔틀’ 만든다

•   아이뉴스24: 건설업계, ESG 경영 조직 신설 '박차'…가치·성장 두 토끼 잡는다

•   Power Engineering: Vietnam: scaling back coal-fired plans toward gas, renewables

•   reNews: Offshore wind capacity to 'hit 251GW by 2030'

※   Rystad Energy: An expenditure splash of $810 billion is expected for the offshore wind industry this decade

•   에너지경제: [단독] 편법 판치는 태양광 FIT…에너지공단 계약 5건 중 1건이 규칙 위반

•   에너지경제: [기획] 신규 석탄발전 건설 어디까지 왔나…③ 경남 고성하이화력발전소

•   에너지경제: 올 상반기 RPS 고정가격계약 물량 70% 늘었다…10일부터 2.05GW 입찰

•   에너지경제: 탄소배출이 가장 적은 발전원은?...현재는 '원전'이지만 재생에너지가 추월할 수도

•   이투뉴스: [현장을 가다] "해상풍력 구조물 A to Z 토털서비스 제공"

•   KHL: Positive first quarter for Terex

•   Construction Equipment: United Rentals Raises Outlook, Releases Q1 Results

•   Industrial Vehicle Technology: FEATURE: Smoothing the way for electrification

•   대한경제: 공정위, 대기업집단 감시망 촘촘해진다

•   대한경제: 두산건설, 인천 산곡3구역 재개발 수주

•   OilPrice.com: Canada Is Battling Another Pipeline Cancelation By The U.S.

•   OilPrice.com: Will Covid-19 End The Oil Indexation Of Gas Prices?

•   OilPrice.com: U.S. Power Demand Won’t Recover To Pre-Pandemic Level Until 2022

•   OilPrice.com: What Will Privatization Mean For India’s Burgeoning Oil Industry?

•   MINING.com: The US’ smooth transition away from coal

•   MINING.com: Two charts show why investors are right to love mining streaming companies

•   MIT News: Robotic solution for disinfecting food production plants wins agribusiness prize

•   전자신문(P1): 'ESG 열풍' 대기업, 재활용 업체 인수 줄잇는다

•   전자신문: 선박 구매 늘리는 선사들...1분기 신조선가 상승

•   디지털데일리: 코로나 특수?…올해 1분기도 국내외 IT기업 ‘클라우드’로 훨훨

•   Phone Arena: Will China make a move on Taiwan to control the global chip market?

•   Phone Arena: Nokia's top executive says that the company will soon release a key 5G part

•   Phone Arena: Huawei's market share in China has halved in under a year

•   DIGITIMES: Taiwan passive component makers mull further price hikes in 3Q21

•   Robotics & Automation News: MIT unveils robot that can brush your hair

•   Robotics & Automation News: UPS installs AutoStore system in warehouse and increases capacity by 400 percent

•   Robotics Business Review: Mobile Robots in the Warehouse: Recent Case Studies from Distributors, Manufacturers & Fulfillment Centers

•   Robotics Tomorrow: How Do Robotics Affect Skilled Trade Jobs?

•   로봇신문: 中 로썸-日가와사키 합작사 '룽치 로봇' 설립

•   로봇신문: '팬데믹 이후 인더스트리 4.0 의 혁신 트렌드'

[Opinions]

•   Project Syndicate(Sigmar Gabriel): What Europe Must Do

•   Project Syndicate(Ricardo Hausmann): Global Vaccine Leadership Wanted

•   Project Syndicate(Richard Haass): Biden’s First Hundred Days

•   Project Syndicate(Kaushik Basu): Morals and the Vaccine Market

•   Project Syndicate(Nancy Qian): The Two Sides of Chinese GDP

•   FT(Editorial Board): The UK’s economic rebound provides some cheer

•   FT(Editorial Board): A new deal for the young: mending the tax system

•   FT(Editorial Board): A new deal for the young: saving the environment

•   FT(Editorial Board): The perils of leaving Cuba out in the cold

•   FT(Martin Wolf): The UK must try harder if it is to lead the world on climate

•   FT(Rana Foroohar): Joe Biden’s battles have just begun

•   FT(Janan Ganesh): Globalisation and its mistaken discontents

•   FT(Michael Mackenzie): A commodity boom with a difference

•   FT(Leo Lewis): The vaccination dilemma facing Japan’s CEOs

•   FT(Graham Weale): Covid-19 experience is a warm-up for the EU’s Green Deal

•   FT(Roger Altman): A schism has opened between US business and Republicans

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

•   WSJ(Editorial Board): The Post-Pandemic Boom

•   WSJ(Editorial Board): Biden’s Move-Research-Abroad Tax

•   WSJ(Editorial Board): Capital Gains and Tax ‘Fairness’

•   WSJ(Holman W. Jenkins, Jr.): What India’s Viral Misery Is Telling Us

•   WSJ(Kimberley A. Strassel): The Chamber of Commerce’s Bill Comes Due

•   WSJ(Mary Anastasia O’Grady): Will Peru Get on the Marxist Path?

•   WSJ(Scott Gottlieb, Caitlin Rivers): Want to Go Back to the Office? Don’t Wait on the CDC

•   WSJ(Mike Dunleavy): Alaska’s Energy Industry Is as Clean as It Gets

•   WSJ(Steve H. Hanke): Biden’s Spending Binge Is Costlier Than Advertised

•   WSJ(Josh Hawley): The Big Tech Oligarchy Calls Out for Trustbusters

•   NYT(Paul Krugman): Why Doesn’t Cutting Taxes on the Wealthy Work?

•   NYT(Nicholas Kristof): Joe Biden Is Electrifying America Like F.D.R.

•   NYT(Aman Sethi): ‘Death Is the Only Truth.’ Watching India’s Funeral Pyres Burn.

•   NYT(Samuel Moyn): Just How Transformational Is the Biden Presidency?

•   NYT(Matthew Walther): Biden’s First 100 Days Would Make Trump Jealous

•   WP(Editorial Board): China’s test for Biden: A slow military escalation

•   WP(Editorial Board): How did the pandemic begin? It’s time for a new WHO investigation.

•   WP(Editorial Board): China’s test for Biden: A slow military escalation

•   WP(Megan McArdle): Biden’s wish list reflects politics without budgets

•   WP(James Downie): Is the White House wise to the GOP’s infrastructure ruse?

•   WP(Leana S. Wen): The vaccinated will make different choices about what they can do now. That’s OK.

•   WP(Ruth Marcus): Biden has huge plans. I say go for it.

•   WP(Madhukar Pai, Manu Prakash): India’s covid-19 crisis is a dire warning for all countries

•   WP(Elizabeth Tandy Shermer): Our focus on a president’s first 100 days in office leads us astray

•   Bloomberg(Conor Sen): Still Worried About Inflation? Keep an Eye on Amazon

•   Bloomberg(Mihir Sharma): India’s State Is Failing Its Covid Test

•   Bloomberg(Marcus Ashworth): Junk Bonds Are Being Priced for Nirvana

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is 6.4%

•   Bloomberg(Julian Lee): Why I Hope Oil Market Bulls Are Right About Summer

•   Bloomberg(Jonathan Bernstein): Do Presidential Approval Ratings Still Matter?

•   Bloomberg(Clara Ferreira Marques): Russia Doesn't Have a Navalny 2.0

•   Bloomberg(Bobby Ghosh): The Big Question: Can India Find a Way Out of Its Covid Nightmare?

•   Bloomberg(Joe Nocera): Vaccine Passports Are a Reality, Whatever They’re Called

•   Bloomberg(Max Hastings): The Vietnam War’s Lessons Went Unlearned in Afghanistan

•   Bloomberg(Subhadip Sircar): Lockdowns Worsen India’s Fiscal Woes Fueled by Weak Auctions

•   CNN(Frida Ghitis): American politics' fabulous gift to the Putins and the Xis

•   CNN(Meenakshi Narula Ahamed): India's Covid crisis has revealed the real Narendra Modi

•   CNN(Akanksha Singh): Modi has offered little more than hollow words amid India's horrifying covid crisis

•   CNN(Chandran Nair): The Covid disaster in India shows that the future is biological, not digital

•   MarketWatch(Mark Hulbert): One sure prediction about the stock market’s future is that it won’t be anything like the past

•   MarketWatch(Therese Poletti, Jeremy C. Owens): Big tech’s trillion-dollar pandemic year may be just the beginning

•   MarketWatch(Donald Williamson): Biden may have to relent on the SALT cap to get his tax plan through Congress

•   MarketWatch(Robert McClelland): Avoiding Biden’s proposed capital-gains tax hikes won’t be so easy—or will it?

•   Fox News(Liz Peek): Joe Biden, after 100 days, finally talks truth -- cutting US carbon emissions won't matter

•   Fox News(James Carafano): Biden's first 100 days – these are president's top foreign policy hits, misses and maybes

•   Fox News(Justin Haskins): Banks and Biden – here's how they'll team up to adopt AOC's Green New Deal

•   Fox News(Nancy Mace): Biden's spending plan will cost America big time – we can't afford 4 more years of this

•   한경(한상춘): 中 '인구절벽' 논쟁…韓 경제, 복합불황에 빠지나?