Business Intelligence Monitor 210505

(Introduction)

[Markets]

•   Global: Shares slide as Nasdaq tumbles, dollar edges higher

•   US: US tech stocks suffer worst day since March as pandemic winners suffer

•   한국: 공매도 우려 씻나…코스피·코스닥지수 엿새 만에 반등 성공

•   한국: 공매도 공포 과했나?…바이오는 여전히 '안갯속'

•   한국: 연기금, 공매도 틈타 등판···LGD·현대차 등 매수 타깃

•   한국: 공매도 급속 안정화되나…이틀만에 과열종목 지정 급감

•   한국: 두산그룹주 하락 많아, 두산 4%대 두산퓨얼셀 2%대 떨어져

•   Commodities: Commodities Jump to Highest Since 2011 on Rebound From Virus

•   Metals: Aluminium rises on supply worries as China pledge's emission curbs

•   Grains: Corn tops $7 a bushel for first time since 2013 in most-active contract

[Indicators]

•   OPEC Apr. Oil production: OPEC Keeps Crude Production Steady Before Planned Increases

•   US Mar. Balance of trade: Consumer Demand Drove U.S. Imports to Record High in March

•   US Mar. Factory orders: U.S. factory orders rebound in March; business spending on equipment strong

•   UK Mar. Mortgage lending: UK mortgage lending jumps to record high in March

•   한국 4월 CPI: 소비자물가 2.3%↑, 3년 8개월내 최고…농축산물·석유류

※   한경: 정부 "하반기엔 안정된다"지만…시장선 "금리인상 앞당겨질 것"

※   한경: "소금이 그야말로 금값 됐다"…김치 가격도 덩달아 오른다

•   Saudi Arabia Apr. PMI: Saudi Private-Sector Employment Rises for First Time This Year

•   Chile Mar. Copper production: Chile's March copper production mixed with drop at Escondida

[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

[News]

•   WSJ: Biden Aims to Get 70% of Adults at Least One Covid-19 Vaccine Dose by July 4

•   WSJ: CVS Says Covid-19 Vaccinations Slow as U.S. Rollout Runs Into Hesitancy

•   WSJ: BioNTech Founders Expect Covid-19 Pandemic to Last Until Mid-2022

•   WSJ: Vaccine Sales Lift Pfizer’s Quarterly Results

•   WSJ: Yellen Says She Isn’t Predicting Higher Interest Rates

•   WSJ: Who Would Pay Biden’s Corporate Tax Increase Is Key Question in Policy Debate

•   WSJ: Biden’s China Policy Blends Obama’s and Trump’s, Top Aide Says

•   WSJ: Biden Says He Hopes to Meet With Putin During Upcoming Europe Trip

•   WSJ: Europe’s Troubled Covid-19 Vaccine Rollout Turns the Corner

•   WSJ: Europe Proved It Can Innovate During the Pandemic. Now It Has to Figure How to Benefit From It.

•   WSJ: U.K. Open to U.S. Proposals for Global Minimum Corporate-Tax Rate

•   WSJ: Jamie Dimon on Booming Economy and Finally Getting Off Zoom

•   WSJ: Even the CEO of Zoom Says He Has Zoom Fatigue

•   WSJ: General Electric, AT&T Investors Reject CEO Pay Plans

•   WSJ: U.S. LNG Club Could Get More Exclusive

•   WSJ: Inside ‘Facebook Jail’: The Secret Rules That Put Users in the Doghouse

•   NYT: U.S. Vaccinations Are Slowing. What’s to Blame?

•   NYT: Global Vaccine Crisis Sends Ominous Signal for Fighting Climate Change

•   NYT: Sudden Decision to Reopen Leaves New Yorkers Dizzy and Divided

•   NYT: Why Rising Diversity Might Not Help Democrats as Much as They Hope

•   NYT: China Is Set to Rule Electric Car Production

•   NYT: Goldman Sachs Asks Most Employees to Return to Office by Late June

•   WP: White House will make unordered vaccine supply available to other states

•   WP: Worst coronavirus predictions

•   WP: Wealthy nations still aren’t doing enough during the pandemic

•   WP: Israel's Netanyahu fails to form a government by deadline

•   WP: In Iran, nuclear talks and presidential election spur bruising debate

•   FT: How the US recovery is lifting world trade

•   FT: Madrid leader scores stunning victory for right in regional poll

•   FT: Cost of polluting in EU soars as carbon price hits record €50

•   FT: EU-India trade talks face uphill battle

•   FT: UK-India virtual summit agrees ‘2030 road map’ to strengthen ties

•   FT: Britain’s jobs market suffers uneven recovery as economy reopens

•   FT: Affordable UK home building hindered by post-Grenfell fire safety costs

•   FT: Corporate America trains its sights on Texas in latest voting law battle

•   FT: Blinken rejects claims of ‘cold war’ between US and China

•   FT: US secretary of state Antony Blinken talks to FT editor Roula Khalaf

•   FT: Fauci warns against discarding trade rules on Covid vaccines

•   FT: Inflation: temporary scarcity

•   FT: ‘There are no vaccines’: Covid fears rise in Africa as inoculations stall

•   FT: Aid pours into India from around world as Covid cases soar

•   FT: US companies with ties to India stepped in for Covid aid effort

•   FT: Brazil pins hope on homegrown jabs to boost Covid vaccinations

•   FT: A reckoning for Spacs: will regulators deflate the boom?

•   FT: Chipmaker says shortages will lead to supply chain power struggle

•   FT: Saudi Aramco’s quarterly earnings rise nearly a third

•   Bloomberg: U.S. Proposes G-7 Coordination to Counter China’s Economic Might

•   Bloomberg: China Tensions Spill Over as Europe Moves Toward Biden’s Side

•   Bloomberg: China’s New Flash Point With U.S. Allies Like South Korea a Hotspot for Spying

•   Bloomberg: IMF Warns of Risk of Eventual Trade War Without Global Tax Deal

•   Bloomberg: Rents Plunge, Property Prices Don't as People Leave Cities Due to Coronavirus

•   Bloomberg: Biden $4 Trillion Plan Pivots on Pelosi, Schumer, GOP Moderates

•   Bloomberg: Biden Inheritance Tax Rule Would Rip Billions From Biggest Fortunes at Death

•   Bloomberg: NYC’s Recovery Depends on a Mayor Who Can Revive Jobs, Tourism

•   Bloomberg: Bide Aide Jared Bernstein Demurs on Question of Second Fed Term for Powell

•   Bloomberg: Biden Commerce Chief Calls for Surge in U.S. Chip Production

•   Bloomberg: France Threatens to Cut Power to Jersey Island Amid Brexit Row

•   Bloomberg: BOE Weighs When to Taper Its Stimulus as U.K. Economy Rebounds

•   Bloomberg: Covid Forecasters Warn India Deaths May Double in Coming Weeks

•   Bloomberg: India Crisis Reveals Complacency and Lack of Foresight, Rajan Says

•   Bloomberg: Australia’s Spat With China Opens Door for Grain Rival Argentina

•   Bloomberg: Most Vaccinated Nation Seychelles Reintroduces Curbs as Covid Cases Surge

•   Bloomberg: Singapore Tightens Covid Virus Rules in India Variant Cluster Fallout

•   Bloomberg: Argentina’s Economy Buckles After Leader Puts Politics First

•   Bloomberg: Copper Group Pours Cold Water on Hot Rally With View of Plenty

•   Bloomberg: Six Reasons Asia's Oil Refiners Aren't Going Away Anytime Soon

•   Bloomberg: Supply Chains Latest: U.S. Internet Giants Seek OECD Tax Deal

•   Bloomberg: EU Plans Quicker Investments in Big Projects From Hydrogen to 5G

•   Bloomberg: Chile Wants to Fuel a Green Hydrogen Boom With $300 Million Fund

•   Bloomberg: Global Warming Forecast Improves Slightly After Biden’s Pledge

•   Bloomberg: Solar Industry Crimped by Supply-Chain and Logistical Challenges

•   Bloomberg: Google Advances Green Goal With AES Deal for Carbon-Free Power

•   Bloomberg: Bill and Melinda Gates Divorce: How $146 Billion Can Be Split Between Couple

•   Reuters: BioNTech nearing request for approval of longer-lasting version of COVID vaccine

•   Reuters: U.S. trade chief Tai says recovery depends on addressing global vaccine inequity

•   Reuters: U.S. House panel to discuss low-carbon fuel with airline, biofuel industries

•   Reuters: Chipmaker TSMC eyeing expansion of planned Arizona plant -sources

•   Reuters: Analysis: Buffett’s ESG snub risks alienating Wall Street

•   Reuters: Analysis: SPAC returns trail S&P 500 as retail investors temper interest

•   AP: America's new normal: A degree hotter than two decades ago

•   AP: Horrible' weeks ahead as India's virus catastrophe worsens

•   CNN: The global chip shortage is going from bad to worse. Here's why you should care

•   CNBC: The Covid recovery still has a K shape

•   CNBC: Biden business allies help White House woo private sector in climate change push

•   CNBC: India reports more than 357,000 new Covid cases as total crosses 20 million

•   CNBC: India outbreak puts global Covid fight at risk, says Dr. Ashish Jha

•   CNBC: China's push to cut carbon emissions boosts risks for the north

•   CNBC: Forget earnings: Stocks have two big tailwinds pushing them higher

•   MarketWatch: Fed’s Kaplan, in interview, says it’s time to open discussion on tapping brakes on central-bank support for economy

•   MarketWatch: Why is dogecoin’s price spiking? The crypto has surged 11,000% in 2021

•   SCMP: EU denies it has suspended efforts to ratify China investment deal

•   SCMP: Philippine diplomat says sorry for Twitter rant against China, is told ‘only Duterte can use curse words’

•   SCMP: Leak of Australian commander’s China comments fuels further talk of war

•   SCMP: Big Tech’s regulatory challenges in China include closer scrutiny of taxes, but many see this as long overdue

•   SCMP: Coronavirus: fuller picture of Chinese vaccine data but WHO group finds figures lacking for over 60s

•   SCMP: China’s world-factory status gets boost as coronavirus ravages India and other developing Asian countries

•   SCMP: China’s small manufacturers endure ‘difficult time’ as surging raw material prices drive up costs

•   Global Times: China's major ports report growth in container throughput

•   Nikkei Asia: Nissan sells its Daimler stake, following Renault

•   Nikkei Asia: US eyes using Japan's submarines to 'choke' Chinese navy

•   Nikkei Asia: US-China tech war: Beijing's secret chipmaking champions

•   Nikkei Asia: Structure of chip industry hinders supply chain recovery

•   Economic Times: April auto sales show impact of lockdowns: Report

•   Business Standard: 'Govt doesn't get it', only full lockdown can stop Covid: Rahul Gandhi

•   매경(P1): 잠실 제2코엑스 9부능선 넘었다…2023년 착공

•   매경: "한강변 최첨단 MICE 단지로 생산효과 5조"…잠실 대변신

•   매경(P1): '배달앱 2위' 요기요 예비 입찰에 야놀자·사모펀드 참여

•   매경(P1): 자사주 마법 포기한 SKT…2조6천억 주식 전격 소각

•   매경(P1): 서울 수도요금 3년간 40% 오른다…9년만의 인상

•   매경: 백신 접종 전 이 약 먹으면 혈전 막는다고? 효과 없습니다

•   매경: 전세계 구리·니켈 가격 폭등…정부, 비축물량 긴급 방출

•   매경: [단독] 코인 내로남불…정부 공기관, 거래소에 500억 간접투자했다

•   매경: [르포] "백신기피 늘어 대기 0명"…대규모 접종소 양키스타디움 가보니

•   매경: 40년 주담대 도입에 채권 떠넘길라…은행들 '긴장'

•   매경: "중대재해법 개정 필요하다"…외국계기업 CEO 한목소리

•   매경: 코스피 알고보니 배당王…미국보다 높다

•   매경: "무슨 법이 이래"…6월 시행 전월세신고제 현장선 대란

•   매경: [단독] '툭'하면 화재 ESS…열곳 중 7곳, 안전조치 안지켰다

•   한경(P1): "어린이날 선물로 주식 쐈다"…10년 묵혀두면 돈 버는 종목

•   한경(P1): 이 위기에…파업 압박하는 勞

•   한경: 노조 입김에 놀랐다…삼성디스플레이, 창사 첫 파업 위기

•   한경: "성과급 2000만원 달라"는 기아 노조…르노삼성은 전면파업

•   한경(P1): 역대급 실적 내고 물러나는 박찬구

•   한경: "개정노조법 시행으로 해고자 노조활동 재개…7월부터가 진짜 걱정"

•   한경: 셀트리온·씨젠 주가 급락하자…"공매도 응징" 분노한 개미들

•   한경: '차별화 행보' 송영길…2주택자 규제도 푸나

•   한경: 40조 시장 잡아라…삼성전자 - SK매직 '렌털동맹'

•   한경: 수주 몰릴 때 선제적 재무구조 개선…'5000억 적자' 삼성重, 1조 유상증자 추진

•   한경: 공매도 영향 없다더니…"무능한 증권사 연구원들" 개미들 분통 [이슈+]

•   한경: 두산, 한 달 만에 30% '껑충'…"수소 타고 더 오른다" [분석+]

•   서경(P1): 올 12조 걷히는데···당정 '보유세 개편' 뒤죽박죽

•   서경(P1): 암호화폐 터질게 터졌다···경찰, 국내 거래소 사기 혐의로 압수수색

•   서경: 영세 코인거래소 200개, 곳곳 '폰지 지뢰밭'인데···정부는 뒷북 단속만

•   서경(P1): 금통위 "재정지출이 성장 제약할 수도"

※   한국은행: 금융통화위원회 의사록(2021년도 제7차)(2021.4.15)

•   서경: LTV 90%' 완화돼도 DSR 40%에 막혀···연봉 5,000만원 이하는 대출한도 되레 준다

•   서경: SK 낸드·LG 전장·HMM 컨테이너···'만년 적자' 떼고 황금알로

•   서경: 한수원, 영암 미암면에 200MW 태양광 짓는다

•   서경: [단독] SK, 美 수소생산 기업에 지분 투자 검토

•   서경: 반도체 호황에···실리콘 웨이퍼 출하량 '역대 최고'

※   SEMI: Silicon Wafer Shipments Edge Higher in First Quarter 2021 to Set New Record, SEMI Reports

•   조선(P1): ‘기술의 삼성’이 반도체 기술에서 밀린다

•   조선: 삼성 반도체 ‘기술·장비·투자’ 삼중고… 스마트폰 경쟁력까지 경고음

•   조선: 세계 1위 메모리 반도체도 불안하다

•   조선: 삼성 돌파구는… 과감한 투자·인수합병 필수적

•   조선: [최원석 전문기자의 Special Report] TSMC는 3국동맹, 삼성만 나홀로

•   조선(P1): [NOW] 너무 올라서… 아파트 대신 빌라 샀다

•   조선: 韓日 외교, 美중재로 오늘 첫 대면

•   조선비즈: 삼성 일가, 상속세 납부에 1.7조 대출… 매달 이자만 46.3억

•   조선비즈: 국토장관 후보자의 뒤늦은 솔직함...”부동산 대책, 너무 많았다”

•   조선비즈: [단독] 청년·무주택자 대출규제 완화… 非文-親文 입장차 극명

•   조선비즈: 옵션 빼야 빨리 받는 아이오닉 5... 고심 깊어지는 소비자들

•   중앙(P1): 변이 감염률 15%…울산은 60% 넘어

•   중앙(P1): [단독]불과 2년만에 9500억→6조···올 종부세 최대 6배 뛴다

•   중앙: 한·미회담 발표에 빠진 ‘북한’…미·일 발표엔 들어간 까닭

•   중앙: 코로나가 바꾼 수출지도…의료용품 76% 증가율 1위, 석유 꼴찌

•   JTBC: [단독] 전기차 화재 '1000도 열폭주'…"기존 방식으론 진화 어려워"

•   동아(P1): 블링컨 “北, 외교적 해결 기회 잡아라”

•   동아: “北 지켜볼것” 공넘긴 美, 도발 차단하며 탐색전

•   동아: 6일부터 70~74세 접종예약… 정부 “내달 19일까지 고령 1차접종”

•   문화: “韓, MSCI 선진국 편입땐 주가 최대 27.5% 오를것”

•   문화: “지난달도 물량 제때 못보내 큰손해…여전히 배 구하느라 난리”

•   문화: 삼성 ‘MWC2021’ 온라인 전시만 할듯

•   문화: 부처간 ‘엇박자’에…지자체 ‘수소산업 집적화 단지’ 사업 차질

•   한겨레(P1): “비트코인은 사기”라던 투자기관이 암호화폐 주목하는 이유는?

•   경향: 고졸채용 합격한 20대 청년 70여명에…두산중, 2년 넘게 ‘기다려라’ 희망고문

•   머니투데이: [단독]김부겸 "신한울 3·4호 건설재개 안돼...사업종결 유도"

•   머니투데이: [단독]네이버, 전 계열사에 '코로나19 백신 휴가' 도입..카카오도 검토

•   헤럴드경제(P1): 사모펀드, 이사회에 ‘ESG 정기보고’ 요구

•   헤럴드경제(P1): 최태원 상의회장, 13일 국회 찾는다

•   헤럴드경제(P1): 여당 첫 “이재용 사면 필요성 강력 존재”

•   헤럴드경제: 반도체 다시 ‘슈퍼사이클’...인텔·TSMC·삼성 ‘증설 경쟁’ 점화

•   헤럴드경제: 수소차 판매...한국, 일본에 뒤처졌다

•   헤럴드경제: 건축·토목 선전...두산건설 ‘턴어라운드’ 초읽기

•   헤럴드경제: 연처럼 하늘에 떠서 전기생산...‘공중 풍력발전’시대 열린다

•   파이낸셜뉴스: "상반기 반도체 종합대책… 전기료 할인은 유지"

•   아시아경제(P1): 투기성 자산으로 돈의 대이동…수익률 쫒아 '머니 무브'

•   아시아경제: 갑질·거짓말·모럴헤저드…기업은 이렇게 몰락한다

•   아시아경제: 1년 만에 정제마진 3달러대 복귀…웃지 못하는 정유업계

•   연합: 오늘 700명 안팎 예상…해외유입 변이 바이러스 확산 우려

•   연합: 직계약 화이자 백신 43만6천회분 도착…총 243만6천회분 반입완료

•   연합: 석유공사 '동해 부유식 해상풍력 사업' 예비타당성 통과

•   연합: LG전자, GS25 편의점과 실내 로봇 배달 서비스 확대

•   연합: 두산重 "부품 국산화 지원" 현대위아 "협력기업 기술 보호"

•   뉴스1: [단독]"車공장 멈출라"…성윤모 장관, TSMC에 'SOS' 요청

•   WNN: Foratom highlights nuclear's role in EU hydrogen economy : Energy & Environment

•   KHL: Construction in Eastern Europe to grow 3.6% in 2021

•   Equipment Journal: Hitachi introduces factory-integrated 2D and 3D grade control

•   OilPrice.com: Asian LNG Buyers Are Preparing For A Harsh Winter

•   MIT News: Climate solutions depend on technology, policy, and businesses working together

•   ZDNet Korea: 韓백신 임상 3상 파격 지원…하반기 토종 백신 기대

•   ZDNet Korea: LG 폰 사용자 85%, 향후 스마트폰으로 갤럭시 선택

•   DIGITIMES: Global tablet shipments drop sequentially in 1Q21

•   DIGITIMES: China 1Q21 smartphone shipments increase 9%, says Digitimes Research

•   DIGITIMES: Automotive chip probing demand to stay robust through end-2021

•   Hannover Messe News: New fuel-cell joint venture cellcentric

•   Robotics & Automation News: Amazon to build robotic fulfillment center in Virginia

•   Robotics Business Review: AMR’s Optimizing (and Reinventing) Supply Chain Operations

•   Robot Report: Robotics investments recap – April 2021

[Opinions]

•   Project Syndicate(Gernot Wagner): The Climate Tipping Point We Want

•   Project Syndicate(Edmund S. Phelps): Edmund S. Phelps Says More…

•   Project Syndicate(Djavad Salehi-Isfahani): Iran’s Empowered Hardliners

•   Project Syndicate(Kenneth Rogoff): Helping the Other 66%

•   Project Syndicate(Stefano Micossi, Emilios Avgouleas): What to Do About Eurozone Sovereign Debt

•   Project Syndicate(J. Bradford DeLong): Is the US Economy Recovering or Overheating?

•   FT(Editorial Board): Northern Ireland adds to pressures on the UK union

•   FT(Editorial Board): How to step up vaccine supplies to poorer countries

•   FT(Martin Wolf): Action must replace talk on climate change

•   FT(Janan Ganesh): Biden confines his radicalism to the home front

•   FT(Martin Sandbu): EU recovery funds will flow at last and could be game-changers

•   FT(Sarah O'Connor): Not all blue-collar workers will find green-collar jobs

•   FT(Constanze Stelzenmüller): Hello, Berlin? Germany’s future raises foreign policy concerns for allies

•   FT(Sebastian Payne): West Midlands win could be a reckoning for Johnson’s Tory party

•   FT(Karen Ward): Equity markets signal it is time to diversify

•   FT(Lex): Pfizer/coronavirus: no one-hit wonder

•   WSJ(Editorial Board): Biden’s Stimulus for the IRS

•   WSJ(Holman W. Jenkins, Jr.): The Left vs. the Biden Jobs Boom

•   WSJ(William A. Galston): The Art of the Covid Vaccine Deal

•   WSJ(Judy Shelton): The Fed Board Agrees Never to Disagree

•   WSJ(Ezekiel J. Emanuel, Joseph S. Nye): American Health Depends on Exporting Covid Vaccines

•   NYT(Paul Krugman): Biden and the Future of the Family

•   NYT(Bret Stephens): Biden’s Plan Promises Permanent Decline

•   NYT(Ross Douthat): Did Trump Make Everything Progressive?

•   NYT(Binyamin Appelbaum): A New Deal, This Time for Everyone

•   WP(Max Boot): Biden isn’t pursuing socialism. He’s just trying to catch up with other wealthy democracies.

•   WP(David Von Drehle): Dollars and doughnuts alone won’t conquer vaccine hesitancy

•   WP(Paul Waldman): Is our national crisis over? The right answer is that it doesn’t matter.

•   WP(William Pesek): Why is Japan failing so badly on vaccinations?

•   WP(Jason Scott Smith): The real lesson of the New Deal: Biden can’t make unforced errors

•   WP(Kapil Komireddi): As India battles covid-19, Rahul Gandhi and the Congress Party are failing to hold Modi accountable

•   WP(Vladimir Kara-Murza): Russia just took a big step back toward the Soviet Union

•   Bloomberg(Mihir Sharma): India Needs Modi to Work With His Rivals

•   Bloomberg(Liam Denning): Who Would Buy 1% Of Aramco?

•   Bloomberg(Jonathan Bernstein): Why Republican Politicians Stick With Trump

•   Bloomberg(Therese Raphael): Britain Moves On to the Next Big Covid Problem: Treatment

•   Bloomberg(Stephen Mihm): Vaccines Have United Rival Nations in the Toughest of Times

•   Bloomberg(Dambisa Moyo): Five Powers Companies Should Never Cede to Workers

•   Bloomberg(Lisa Abramowicz): Corporate Cash Grab Flashes Warning for Bond Investors

•   Bloomberg(Peter R. Orszag): America’s Bridges Need Greater Investment to Survive

•   Bloomberg(Robert C. O'Brien): Supply Chains Are Our Most Critical Infrastructure

•   CNN(Kent Sepkowitz): What people get wrong about herd immunity

•   CNN(Eric S. Yuan): My advice for remote workers who are on video meetings all day

•   CNN(Peggy Drexler): Americans are really confused about masks (opinion)

•   CNBC(Ron Insana): Yellen is right to hint that higher rates are on the horizon

•   MarketWatch(Mark Hulbert): Why you should worry about the flood of new cash into U.S. stock funds

•   MarketWatch(Michael J. Hicks): Texas, California and Indiana offer surprising lessons about low taxes and economic growth

•   MarketWatch(Ingo Walter): ESG metrics rest on sand, not granite

•   Fox News(Newt Gingrich): Beware Biden's hidden tax increase

•   Fox News(Tucker Carlson): If you let Democrats force you to get the vaccine, they'll have complete control forever

•   Reuters(John Kemp): Fund oil buying resumes as global manufacturing surges

•   Reuters(Clyde Russell): China seeks to cool red-hot steel sector, and aims at Australia