Business Intelligence Monitor 210507

(Introduction)

[Markets]

•   Global: Stocks gain, commodities rise on inflation worries

•   US: Covid vaccine makers' shares seesaw after U.S. says it will back patent waivers

•   China: Chinese Covid jab makers hit after US backs plan to halt patents

•   한국: 경기민감주 강세…코스피 1% 오르며 3,180선 근접

•   한국: '실적 쇼크' 삼성重 홀로 폭락···시총 하루새 7,300억 증발

•   한국: 두산그룹주 강세, 두산밥캣 10%대 뛰고 두산인프라코어 3%대 상승

•   Metals: Aluminium extends rally as China-Australia spat deepens

•   Iron ore: Iron ore price tops $200 amid further deterioration of China-Australia relations

•   Grains: Corn futures pierce eight-year peak, soy rallies on supply worries

[Indicators]

•   US Q1 Productivity: It Isn’t a New Era for Productivity Yet

•   US Apr. NFIB jobs report: Job Openings at U.S. Small Businesses Increase to Fresh Record

•   US Weekly Jobless claims: U.S. Unemployment Claims Reach New Covid-19 Pandemic Low

•   Germany Mar. Factory orders: German Factory Orders Rise as European Economy Turns Corner

•   UK Benchmark rates: Bank of England forecasts fastest UK growth rate in over 70 years

※   BoE: Bank Rate maintained at 0.1% - May 2021

※   BoE: Monetary Policy Report - May 2021

•   한국 주간 아파트 가격(부동산원): 세입자, 집주인 종부세까지 떠안나…서울 전세 ‘꿈틀’

•   한국 일간 뉴스심리지수: 뉴스심리지수 급등…가계·기업 체감심리 호전

•   Turkey Benchmark rates: Turkey Holds Rates as Central Banker Bets Inflation Peaked

•   Malaysia Benchmark rates: Malaysia Holds Key Rate at All-Time Low, Sees Downside Risks

[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: Covid-19 Retreats in the West, but the Pandemic Fight Is Far From Over

•   WSJ: Covid-19 Vaccine Patent Waivers Could Take Months to Benefit Developing Nations

•   WSJ: Moderna Turns First Profit, Boosted by Its Covid-19 Vaccine

•   WSJ: New York City to Offer Covid-19 Vaccine Jabs to Tourists

•   WSJ: Millions Are Unemployed. Why Can’t Companies Find Workers?

•   WSJ: Fed Says Covid Is Major Financial Risk, Asset Prices Vulnerable to ‘Significant Declines’

※   Fed: Financial Stability Report

•   WSJ: Farm-District Democrats Raise Caution Flag on Capital-Gains Tax Plan

•   WSJ: Biden Plan Would Limit Longstanding Tax Break Used by Farmers

•   WSJ: Trump Is Still Banned on YouTube. Now the Clock Is Ticking.

•   WSJ: With Trump Decision, Facebook’s Problems Don’t Get Any Easier

•   WSJ: Chinese Manufacturers Sidestep Trade Barriers by Buying Factories Overseas

•   WSJ: BlackRock at Odds With Warren Buffett’s Berkshire Hathaway Over Disclosures

•   WSJ: Dogecoin’s 12,000% Rally Spurs Hunt for Next Crypto Winner

•   WSJ: SEC to Explore Rules for Apps That ‘Gamify’ Trading, New Chairman Says

•   WSJ: New York Tax Officials Crack Down on Remote Workers

•   WSJ: Ant Looks to Revamp a Controversial Business Without Sparking an Outcry

•   WSJ: Restaurants Plan for Post-Covid Renewal: Smaller Menus, Merch Stores, Healthcare for Workers

•   NYT: Biden Defends Plans to Tax the Rich

•   NYT: Biden Aides Quietly Say His Tax Increases Would Help Charities

•   NYT: Baltimore Vaccine Plant’s Troubles Ripple Across 3 Continents

•   NYT: The Lithium Gold Rush: Inside the Race to Power Electric Vehicles

•   WP: Biden's infrastructure plan: Can the nation still achieve its highest ambitions?

•   WP: Transportation Secretary Pete Buttigieg talks infrastructure

•   WP: Biden’s claim his plans don’t ‘add a single penny to our deficit’

•   WP: Blinken delivers sweet and sour message to Ukraine focused on corruption and Russia

•   WP: Europe's vaccine campaign is accelerating. It expects to match the U.S. by July.

•   FT: Merkel rejects US move to waive patents on vaccines

•   FT: Africa celebrates suspension of Covid vaccine patents

•   FT: China hits out at G7 leaders over Taiwan statement

•   FT: Cut methane by half over next decade to fight global warming, UN warns

•   FT: Covid paralyses Asia as western economies prepare for blast-off

•   FT: India’s Covid surge rocks global shipping industry

•   FT: Iglesias exits political stage as Spanish left licks its wounds

•   FT: Brussels says UK breached trade deal in Jersey fish dispute

•   FT: EU envoy says bloc is committed to resolving N Ireland dispute

•   FT: A cloud of uncertainty surrounds the UK’s new carbon trading scheme

•   FT: Pharma industry fears Biden’s patent move sets precedent

•   FT: Biden’s drilling halt on federal land will benefit Middle East, says Wyoming governor

•   FT: Peru’s leftwing presidential candidate rattles its business elite

•   FT: Crypto trading volumes boom as activity cools on stock markets

•   FT: Rio Tinto suffers huge revolt over pay

•   FT: Copper must rally 50% for supply to meet demand, Glencore chief says

•   FT: Nintendo warns global chip shortage to hit Switch production

•   Bloomberg: India’s Modeling Has Covid Outbreak Peaking in Coming Days

•   Bloomberg: WTO Wades Into Vaccine Feud as Merkel, Pharma Balk at Biden Plan

•   Bloomberg: Indian Virus Variant Found in Three African Countries, CDC Says

•   Bloomberg: IMF Sees Strong Economic Arguments for Removing Vaccine Barriers

•   Bloomberg: Biden Team Likely to Proceed With Trump China Investment Ban

•   Bloomberg: McConnell Decries Biden Proposals to Tax Capital Gains at Death

•   Bloomberg: Biden’s Audit-the-Rich Target of $700 Billion Seen as Tall Order

•   Bloomberg: ‘Job Paradox’ Baffles Economists as U.S. Employers See Shortage

•   Bloomberg: Yellen Faces U.S. Debt-Limit Dance, With Covid Complications

•   Bloomberg: Merkel’s Possible Green Successor Touts Close U.S. Relationship

•   Bloomberg: Britain Counts Votes in Major Election Test for Boris Johnson

•   Bloomberg: China Halts Australia Economic Dialogue in New Retaliation

•   Bloomberg: Philippines Sees Recent Lockdown Reversing a Jobs Recovery

•   Bloomberg: Iraq Brokers Secret Saudi-Iran Talks as Biden Resets U.S. Policy

•   Bloomberg: China’s Bonds Are Near Pressure Points as Liquidity Tightens

•   Bloomberg: Europe Loan Market in Lull as Mad Dash for Cash Becomes History

•   Bloomberg: The World’s Top Copper Nation Moves Closer to Giant Tax Hike

•   Bloomberg: Using A.I. to Track Trade Through Ports

•   Bloomberg: China Electric Car Maker Nio Eyes Europe With Norway Launch

•   Bloomberg: Tech Features in Cars Getting Nixed Due to 2021 Semiconductor Shortage

•   Bloomberg: The Climate Transition: How an Oil Company Becomes a Renewables Company

•   Bloomberg: The Chinese Government Needs to Become a Clean Energy Supermajor

•   Bloomberg: Climate Change Raising Sovereign Credit Risk in Most Countries

•   Reuters: Global COVID-19 death toll more than double official estimates - IHME

※   IHME: COVID-19 has caused 6.9 million deaths globally, more than double what official reports show

•   Reuters: IMF to revisit growth forecast for India due to surge in COVID-19 cases - spokesman

•   Reuters: WTO vaccine waiver could take months to negotiate, faces opposition -experts

•   Reuters: Novavax to start shipping COVID-19 vaccines to COVAX program in third quarter

•   Reuters: G20 commits to 'full financing' of WHO scheme to buy COVID vaccines, drugs - draft

•   Reuters: Germany to allow AstraZeneca COVID-19 vaccine for all adults

•   Reuters: ECB's Lagarde calls for green capital markets union

•   Reuters: Brazil coronavirus case count tops 15 million: health ministry

•   Reuters: Brazil's Bolsonaro says United States will soon send vaccines to Brazil

•   Reuters: Indian monsoon onset expected around June, government official says

•   Reuters: Renewables to grow far faster than oil sector expects, Rystad says

•   Reuters: U.S. solar jobs fell 7% in 2020 on pandemic, efficiency gains

•   Reuters: Analysis: Global rates volatility forces investor rethink on Asian bonds

•   AP: US says fate of nuclear pact up to Iran as talks resume

•   AP: In GOP stronghold, Biden pushes for his infrastructure plan

•   AP: More support easing vaccine patent rules, but hurdles remain

•   AP: Florida gov signs GOP voting law critics call 'un-American'

•   AP: Russia approves single-dose version of Sputnik V vaccine

•   AP: EXPLAINER: Why patents on COVID vaccines are so contentious

•   AP: Study: Residents left big metros during pandemic for family

•   CNN: Steel prices have tripled. Now Bank of America is sounding the alarm

•   CNN: Desperate buyers are going to extremes to land a home

•   CNBC: India reports over 412,000 new Covid cases as court demands plan to tackle oxygen shortage in Delhi

•   CNBC: EU is ‘ready’ to talk about waiving patent protections on Covid vaccines, after U.S. backs move

•   CNBC: China’s greenhouse gas emissions exceed those of U.S. and developed countries combined, report says

•   CNBC: Copper is ‘the new oil’ and low inventories could push it to $20,000 per ton, analysts say

•   Fox Business: House GOP bill would prohibit Biden administration from waiving IP protections for COVID vaccines

•   SCMP: China watches for changes to US’ Taiwan policy after Kurt Campbell’s comments

•   SCMP: China-Australia tensions ratchet up unease in Beijing about surging iron ore prices

•   SCMP: Xi Jinping says China is ‘invincible’, regardless of challenges ahead

•   SCMP: China’s debt ratio continued decline in first quarter as economy rebounded from coronavirus pandemic

•   Nikkei Asia: Japan to extend COVID emergency through end of May

•   Nikkei Asia: Asian companies accelerate shift to bitcoin as price surges

•   Nikkei Asia: Bill to amend law on revising Japan constitution to pass Diet

•   Nikkei Asia: Suga plan for greener Japan stirs hope in wind energy sector

•   Nikkei Asia: EU to discuss FTA with India at weekend summit: top diplomat

•   Japan Times: BOJ policymakers agreed to focus on low rates as pandemic pain persists

•   Economic Times: Over half of formal employees became temps in 2020, shows study

•   Economic Times: CPI: WPI inflation accelerated to 9.1%, CPI moderated to 3.9% in April: Morgan Stanley report

•   Mint: Covid bringing renewed challenges for India; GDP growth seen at 9.5%: Fitch Ratings

•   매경(P1): 김부겸 "400만명 거래 가상화폐 방치하는 정부 무책임"

•   매경: 서학개미 어쩌나…예고없던 밈 '단타' 규제 칼날에 초비상

•   매경: 상하이지수 두달째 횡보…갑갑한 中 투자자

•   매경: 정은경 "코로나 퇴치보다 치명률 줄이는 것이 목표"

•   매경: 변이 바이러스 쇼크 울산…車·조선소 "공장 문 닫을라"

•   매경: [단독] 대선 의식했나…與, 이번엔 무소득 고령자 종부세 납부유예 검토

•   매경: 자율차 통신체계, 한국만 외톨이 되나

•   매경: 투자 큰손 PEF, 기업대출시장까지 노린다

•   매경: [단독] ESG데이터사업 돈 되네…지속가능발전소 몸값 쑥

•   매경: [株머니 주요산업 증시기상도] 실적전망 '高高'…공매도 우려속 5월증시 '쾌청'

•   한경(P1): 최대 이익에도 사람 못뽑는 은행

•   한경: "사람 뽑고 싶어도 못 뽑아"…역대 최대 실적에도 난감한 은행

•   한경(P1): [단독] '태양광 보조금' 年 3000만원씩 벌어간 가짜 농부들

•   한경: '보조금 사냥꾼' 먹잇감 된 태양광…90세 노모 명의로 사업까지

•   한경: 세계 2위 'CMO 생산능력' 갖춘 K바이오…'백신 제조' 날개 단다

•   한경: R&D투자 稅공제…韓 2% vs 美·日 19%

•   한경: 고용률 42%? 청년층 절반 "체감은 30%도 안돼"

•   한경: "이달 韓·美 정상회담서 백신협력 최우선 의제…經協 강화도 논의해야"

•   한경: 이낙연 "1주택자 보유세·공시가 상승 부담 완화해야"

•   한경: 보조금 바닥…반도체 부족…신규 운수업 허가 폐지…생계형 전기화물차 '삼중고'

•   한경: 개미만 '60일내 상환' 족쇄일까

•   한경: ETF 최대 유출도 공매도 탓?

•   한경: 모건스탠리 "반 년은 美주식 쳐다보지 마라"

※   Morgan Stanley: Supply-Chain Challenges Pose Risk to Markets

•   서경(P1): [단독]현대차, 대한항공과 '플라잉카' 띄운다

•   서경: "글로벌 1,700조 시장 잡자"···'UAM 드림팀' 속도내는 현대차

•   서경: "2024년 UAM 기체 개발" 외친 한화 ···'라이벌' 현대차와 손잡을 수도

•   서경: 서울선 UAM 이착륙장 확보 쉽잖아···규제 풀어 하늘길 열어야

•   서경(P1): [단독] 더···더···외곽으로 밀려나는 '주택난민'

•   서경: 더 싼 집으로 '난민' 몰리자···오산 22% 뛰고 천안도 15%↑

•   서경: 공공임대로 급한불 끈다더니···실제 확보 물량은 5분의1 그쳐

•   서경: 압구정·여의도 묶자···노원 20평형대 호가 10억

•   서경(P1): 美 반도체 공세'에 화들짝···R&D투자 稅공제 '30%+α'로 확대

•   서경: 특혜' 논리로 망설이더니···정부, 반도체 위기감 커지자 뒤늦게 '지원'

•   서경(P1): 은행 계좌 없는 코인, 하루 4조 거래···시한폭탄 '째깍'

•   서경(P1): 식재료·용기·택배비 줄줄이 인상···코로나에 원가 부담 '자영업 비명'

•   서경: 웬디 커틀러 “한미 정상회담서 반도체 등 공급망 관련 결과물 도출할 것”

•   서경: 현대차 '반도체 보릿고개' 6월까지 이어진다

•   서경: 현대중공업, 동해에 그린수소 생산플랜트 구축

•   서경: 삼성디스플레이 “OLED 노트북, ‘다크 모드’ 적용 시 전력 25% 절감”

•   서경: 삼성·SK하이닉스, 미국서 ‘D램 담합’으로 피소

•   서경: ETF·선물까지 동원...외인 공매도 늘리나

•   서경: "증시 좋을때 실탄 확보"···유증 10년만에 최다

•   서경: "수소 생산 때 나오는 Co2, 암모니아로 해결했죠"

•   조선(P1): 동작 724배, 강동 597배… 중산층 덮친 ‘文정부 종부세’

•   조선(P1): [NOW] 널뛰는 대선 테마주… 경고 사이렌 벌써 20번

•   조선: 특허 풀려도… 복제약 만들려면 ‘mRNA 기술’ 필요

•   조선: 20년전 에이즈 치료제, 복제약 양산 4년 걸려

•   조선: 나랏빚 더 안늘리려면 내년 68조원 증세해야

•   조선: 투기등급 195곳… ‘벼랑끝 기업’ 10년만에 최다

※   금감원: 2020년도 신용평가실적 분석 및 시사점

•   조선: [Mint] 인플레 우려 커지자 물가연동채권 들썩… 1년새 16조원 몰렸다

•   조선: [Mint] 화이자 뜰때 이노비오는 반토막… 백신 승자와 패자, 얄궂은 운명

•   조선: [Mint] 백신 무료접종, 원격근무, 면세… “IT 유목민들, 우리 나라 오세요”

•   조선: [Mint] 美빅테크도 울고갈 네이버·카카오 독과점… ‘규제 폭풍’ 주의보

•   조선: [Mint] 이유 모르는 관례… 비효율적인 제도라도 일단 도입되면 바꾸기 어렵다

•   조선: [단독] “올해 탄소배출 10% 급등 가능성” 국책연구원 경고

※   환경정책평가연구원: 포스트 코로나 시기 국가 온실가스 배출 반등전망 및 대비 방향

•   조선비즈: 서울 아파트 중저가 그룹(2분위)도 8억 눈앞… 9개월 만에 1억↑

•   조선비즈: 애플 OLED 전환에 즐거운 삼성・LG ‘패널 점유율 95%’…中 BOE, 신형 아이폰 공급 좌절

•   조선비즈: [단독] 글로벌 반도체 전쟁 터지자…기재부, 부랴부랴 ‘용인 반도체 클러스터’ 물·전기 공급 회의

•   조선비즈: [수출선박 대란]② 글로벌 선사들 덩치 키우는데, 韓은 아직도 ‘복구 중’

•   조선비즈: 통신 3사 합쳐 기지국 100개, 물 건너간 ‘진짜 5G’… 공동망 대안될까

•   조선비즈: 강남권 재건축 큰 장 서는데… 임대는 있어도 특별공급은 ‘없다’

•   IT조선: [단독] 삼성, 화성 EUV D램 라인의 파운드리 전환 계획 철회

•   중앙(P1): 서울 집값 다시 뛰자 홍남기 “부동산 안정, 서울시와 적극 협력”

•   중앙: 내로라하는 재벌 모여 사는 한남동···그곳에도 서열이 있다

•   동아(P1): [단독]입금했는데 출금 안돼 “먹튀 가상화폐거래소”

•   동아: 사고나면 외부단체가 “재해기업” 낙인… 기업들 산재 신고 꺼려

•   동아: 작년 500만원 이상 번 ‘서학개미’ 2만6000명

•   동아: 카 인포테인먼트 시장 커지자 구글-애플 또 격돌

•   동아: KDI “유가 70달러로 오르면 물가 0.8%P 뛰어”

※   KDI: [KDI 현안분석] 최근 유가 상승의 국내 경제 파급효과

•   동아: “재건축 속도 조절 실망” vs “집값 과열 상황서 불가피”

•   문화: 5월 물가상승률, 9년여만에 ‘3%’ 넘을수도

•   문화: 올들어 월세 늘어…전월세 전환율 두달 연속 5.7%

•   문화: 준조세로 손실 보전…‘脫원전 청구서’ 날아오나

•   국민(P1): 코로나 여파 대면업종 타격… ‘쉬세션’ 가속화

•   머니투데이(P1): 文대통령 "해상풍력 5대 강국 도약…수소경제 활성화"

•   머니투데이: 바다 위 둥둥 뜨는 풍력발전기...570만가구 전기 걱정 뚝

•   머니투데이: [단독]개인공매도 '60일' 논란…기관 상환도 평균 60일

•   머니투데이: 공매도 상위종목, 알고보니 MSCI 퇴출 우려종목?

•   헤럴드경제(P1): 삼성 ‘반도체 패키지’ 초격차 승부

•   헤럴드경제: “日·대만 연합군 잡아라”...삼성 ‘반도체 패키징’ 추격전 ‘성큼’ [반도체 패키징 기술대전]

•   헤럴드경제: 삼성전자 vs TSMC...기술·투자 경쟁 ‘후끈’ [반도체 패키징 기술대전]

•   헤럴드경제: 삼성전자, 외형·수익 모두 고전...‘초격차 전략’ 위협하는 인텔·TSMC [반도체 패키징 기술대전]

•   헤럴드경제: 기관·연기금의 귀환...반도체·車 주목

•   파이낸셜뉴스(P1): 中企·소상공인 살리겠다고 금융사 신용평가까지 압박

•   파이낸셜뉴스(P1): 규제 막힌 K반도체… 패권 전쟁서 밀렸다

※   전경련: 반도체 전문가 산업 경쟁력 진단

•   파이낸셜뉴스: “ESG 평가기준 천차만별… 투자자 시각 따라 기업가치 매겨야” [인터뷰]

•   파이낸셜뉴스: 매도-매수자 '동상이몽'… 아파트 급매 쏟아지지만 거래 뚝

•   파이낸셜뉴스: 올초 아파트 4채중 1채는 '외지인'이 샀다

•   아시아경제(P1): 자동차 내수 회복 주역 개소세 인하 연장해야

•   아시아경제: 개소세 인하로 작년 車내수 5.8% 증가…종료 땐 회복세 찬물

•   아시아경제(P1): 코로나19 백신 이상반응 신고율, 독감보다 높다

•   아시아경제: ‘코로나 창궐’ 인도 엑소더스에도…中企는 못 떠난다

•   디지털타임스(P1): 수출 호재 깎아먹는 당정 포퓰리즘 정책

•   디지털타임스(P1): 국토부 "단기 주택공급 올해 목표 80% 확보"

※   국토부: 3080+ 대도시권 주택공급대책(2.4)의 「단기 주택공급 방안」도 차질없이 추진 중

•   디지털타임스(P1): 폭풍성장 반도체, 기죽은 석유… 수출 10년의 변화

•   이데일리(P1): 카카오 폭풍성장…네이버 자리 넘본다

•   이데일리: 코로나19 대기수요 폭발에…韓건설기계 '즐거운 비명'

•   이데일리: 韓위협하는 中CATL, 유럽시장까지 넘본다

•   이데일리: 삼성 ‘갤럭시Z폴드3’, 희망 사항? 실제 유출? 관심집중

•   이데일리: 금리인상 전망 '솔솔'…경기민감주 '쑥쑥'

•   이데일리: 서울 재건축 3.3㎡당 5647만원…일반아파트의 약 2배

•   이데일리: [단독]AZ백신 부작용 산재신청…사지마비 간호사외 2명 더 있었다

•   연합: 오늘 500명 안팎…넓어진 방역 전선에 '변이' 차단까지 비상

•   연합: 전경련 "글로벌 기관투자자, 한국 포함 아시아 ESG 개입 커진다"

•   연합: 두산퓨얼셀, 화성 스마트에너지 사업 공동개발 참여

•   이투데이: '장밋빛' 전망 수소경제...K수소, 액화수소 시장 선점 속도

•   더구루: [단독] 한화에너지, 美 콜로라도 태양광 발전소 수주…4만3000가구 전력 공급

•   CEO스코어데일리: 3개월째 공전 에너지 전담 차관, 상반기 임명 가능할까

•   매일일보: [단독] 카카오, 한국전력과 손잡고 ‘전기차 충전소’ 사업 확대

•   Power Engineering: EIA: Wind, solar elevated in 2020; coal, gas and biomass production dropped

•   에너지경제: 탄소중립에 위기 몰린 韓정유사 COTC로 위기탈출 노린다

•   에너지경제: 3분기 전기요금 인상, 커지는 인플레 압력에 또 무산?

•   에너지경제: 자가용 PPA 사업자 FIT 참여 감독 '사각지대'…‘깜깜이 허용'에 "편법 사업등록"

•   Construction Equipment: Komatsu Makes Moves on Smart Construction

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

•   For Construction Pros: How to Build 500,000 Electric Vehicle Charge Stations?

•   대한경제: 길 일은 서울 재건축...‘오세훈표 재건축 활성화’ 향방은

•   대한경제: '수소엔진' 장착…두산의 질주 시작된다

•   MINING.com: EVs driving printed electronics to billion dollar industry –⁠ report

•   CNET: Semiconductor revenue set to grow despite ongoing chip shortage, analysts predict

※   IDC: Worldwide Semiconductor Revenue Grew 10.8% in 2020 to $464 Billion, Growth Will Accelerate This Year Despite Market Shortages, According to IDC

•   디지털데일리: 삼성 ‘갤럭시 생태계’로 세계 PC 시장 재공략…성공 가능성은? [IT클로즈업]

•   디지털데일리: 20배 빠르다는 5G 28GHz, 뚜껑 열어 보니 ‘계륵’

•   DIGITIMES: CCL maker Iteq upbeat about 2Q21

•   Robotics Tomorrow: Growth in Automation in E-commerce

•   Robot Report: Robot orders for non-automotive industries surge in Q1

•   Dronelife: How are Drones Used on Jobsites? From DRONEII – These are the Top Commercial Applications

[Opinions]

•   Project Syndicate(Joseph S. Nye, Jr.): The Logic of US-China Competition

•   Project Syndicate(Juliana B. Bolzani, et al.): Central-Bank Independence Comes to Brazil

•   Project Syndicate(Minxin Pei): The Limits to US-China Climate Cooperation

•   Project Syndicate(Joseph E. Stiglitz, Lori Wallach): Will Corporate Greed Prolong the Pandemic?

•   FT(Editorial Board): Spain finds a new rightwing champion

•   FT(Editorial Board): The UK and EU must find a new equilibrium

•   FT(Philip Stephens): The west is in a contest, not a cold war, with China

•   FT(Megan Greene): Joe Biden’s experiment could revolutionise economic thinking

•   FT(Gillian Tett): Millennial philanthropy may forever change finance

•   FT(Edward Luce): The death throes of American conservatism

•   FT(Martin Sandbu): Europe’s social model is a source of productivity

•   FT(Helen Thomas): In the Brexit battle of fish and finance, everybody lost

•   WSJ(Editorial Board): Biden’s Vaccine Patent Theft

•   WSJ(Editorial Board): America’s Growing Baby Bust

•   WSJ(Editorial Board): Madrid Votes for Freedom

•   WSJ(Joseph C. Sternberg): Biden’s $6 Trillion Plan for Permanent Culture War

•   WSJ(Thomas J. Duesterberg): The Corporate Tax and American Sovereignty

•   NYT(Paul Krugman): Who’s Afraid of the Big Bad Boom?

•   NYT(David Brooks): Our Pathetic Herd Immunity Failure

•   NYT(Abhijit Banerjee, Esther Duflo): India’s Problem Is Now the World’s Problem

•   WP(Editorial Board): Putin goes after Meduza's honest reporting — and one honest lawyer

•   WP(Editorial Board): If the nationwide eviction freeze is thrown out, renters will be on their own

•   WP(David Ignatius): China and Russia’s nuclear weapons plans mean Biden needs to start thinking arms control

•   WP(Greg Sargent): The GOP’s biggest attack on Biden may be about to hit a snag

•   WP(Nicholas Bagley): The covid eviction ban helped people. But a judge was right to strike it down.

•   WP(Alyssa Rosenberg): The mask wars are getting crazier. It’s time to take a deep breath.

•   Bloomberg(Mark Gongloff): Housing Costs Are Jumping in Some Unexpected Places

•   Bloomberg(Justin Fox): Covid Has Made Orlando Less Affordable Than San Francisco

•   Bloomberg(Brian Chappatta): Fed Stability Report Comes as Close as It Can to Saying ‘Bubble’

•   Bloomberg(Shuli Ren): The World’s Largest Pension Fund Has Cooled on ESG. Should You?

•   Bloomberg(Chris Bryant): How to Make Billions From Supply-Chain Bottlenecks

•   Bloomberg(Lionel Laurent): A True Covid ‘People's Vaccine' Gets a Little Closer

•   Bloomberg(Matt Levine): Dogecoin Is Up Because It’s Funny

•   Bloomberg(Alexis Leondis): Tax the Rich? Here’s What Biden Forgot

•   Fox News(Tucker Carlson): How many Americans have died after taking the COVID vaccine?

•   Fox News(Aharon Friedman, Joshua Rauh): Biden's global tax conspiracy

•   서경(사설): 원전 없애고 풍력 키운다고 탄소중립 가능하겠나

•   헤럴드경제(김웅서): 탄소중립 해답은 바다에