Business Intelligence Monitor 210510

(Introduction)

[Markets]

•   Global: Global stocks rally into U.S. jobs report amid surging commodity prices

•   한국: 코스피, 기관 '사자'에 사흘째 상승세…3,200선 근접

•   한국: 두산그룹주 모두 소폭 올라, 두산인프라코어 2%대 상승

•   Metals: Copper scales record high on industry and speculative buying

※   WSJ: Bets on Economic Rebound Push Copper Prices to Record High

•   Iron ore: China-Australia relations: iron ore prices hit record as market mulls Beijing’s next move

•   Grains: Corn, soybean futures hit multi-year highs on supply fears

•   Cryptocurrency: Dogecoin price plummets as Elon Musk hosts Saturday Night Live

[Indicators]

•   US Mar. Consumer credit: U.S. Consumer Borrowing Rose More Than Forecast in March

•   US Apr. Nonfarm payrolls: U.S. Employers Added 266,000 Jobs in April as Hiring Slowed

※   WP: April jobs report surprise: Is this a labor shortage or a great reassessment of work in America?

※   FT: Five reasons economists misjudged US payrolls data

•   US Apr. Dodge momentum index: Large Increase in Institutional Building Planning Pushes Dodge Momentum Index Upward

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for second week in a row -Baker Hughes

•   US Q2 GDP Nowcast: May 07, 2021: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: 11.0 percent — May 7, 2021

•   Germany Mar. Industrial production·Balance of trade: German factory production, exports up in March in good sign

•   China Apr. Balance of trade: Chinese Consumers Are Opening Their Wallets Again

•   China Apr. Services PMI(Caixin): China's April services activity expands at fastest pace in four months - Caixin

•   한국 3월 경상수지: 수출호조·운임상승에 11개월째 경상흑자…3월 78.2억달러

•   한국 4월 외식물가지수: 짜장면-김밥-햄버거값 줄인상… “외식 겁나네”

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매수심리 더 세졌다

•   한국 주간 주택시장 동향(KB): 서울 아파트값 상승폭 둔화..도봉·강북 등은 더 올라

•   Japan Mar. Wages: Wages in Japan see 1st rise in 13 months due to less part-timers

•   India Weekly Power consumption: India's power consumption grows nearly 25% in first week of May

[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: Inflation, Retail Sales, Industrial Production

•   FT: Alibaba, Commerzbank and Toyota due to report

•   Bloomberg: Focus Shifts to U.S. Prices After Jobs Disappointment: Eco Week

[News]

•   WSJ: Unemployment Benefits Become Target Amid Hiring Difficulty

•   WSJ: Policy Makers Can’t Agree on Causes of Shortage of Workers

•   WSJ: The Global House Price Boom Could Haunt the Recovery From Covid-19

•   WSJ: The Mortgage Boom Is Fading

•   WSJ: Infrastructure Talks Could Set Course of Biden Spending Plans

•   WSJ: Biden Tax Plan Takes Aim at Trump-Era Investment Incentive

•   WSJ: U.S. Covid-19 Metrics Signal Hopeful Turn

•   WSJ: AstraZeneca Weighs Seeking Full U.S. Approval for Covid Shot, Skipping Emergency-Use Application

•   WSJ: Some Countries Shift Guidance on AstraZeneca Vaccine

•   WSJ: Pfizer, BioNTech Ask FDA for Full Approval of Covid-19 Vaccine

•   WSJ: Pfizer Lifts Covid-19 Vaccine Production Targets for 2021, 2022

•   WSJ: WHO Endorses China’s Covid-19 Vaccine Sinopharm

•   WSJ: J&J Vaccine Pause Stoked Hesitancy That Threatens Covid-19 Vaccination Drive

•   WSJ: U.S. Support for Patent Waiver Unlikely to Cost Covid-19 Vaccine Makers in Short Term

•   WSJ: Covid-19 Vaccines in U.S. Beckon Foreigners Seeking Shots and Shops

•   WSJ: Economists Disagree Over How Much Covid-19 ‘Herd Immunity’ Needed for Recovery

•   WSJ: Covid-19 Restriction Guidance Could Ease as More Americans Get Vaccinated

•   WSJ: Grocers, Restaurants to Suppliers: Hurry Up, Make More

•   WSJ: TSA Overhaul Poses a Labor Test for Biden, Democrats

•   WSJ: Higher Prices Leave Consumers Feeling the Pinch

•   WSJ: Biden Administration to Name Thea Lee to Top Labor Department Post

•   WSJ: U.S. Pipeline Cyberattack Forces Closure

•   WSJ: ‘Where Is My Tax Refund?’ Millions of Americans Are Waiting for the IRS to Pay Up

•   WSJ: D.C. Statehood: What the Constitution Says

•   WSJ: Indian States Impose Curbs on Work, Travel to Help Slow Covid-19 Surge

•   WSJ: Pandemic Tarnishes China’s North, Strengthens Southern Swing for Jobs

•   WSJ: European Allies Ask U.S. to Slow Afghan Withdrawal, Officials Say

•   WSJ: A Small Brazilian Town Is Beating Covid-19 Through a Unique Experiment

•   WSJ: Afghanistan Bomb Attack Targeting Schoolgirls Kills at Least 50 People

•   WSJ: Afghan Pullout Leaves U.S. Looking for Other Places to Station Its Troops

•   WSJ: Most of Israel Is Getting Back to Pre-Covid-19 Life. Not This Town.

•   WSJ: Israeli Court Delays Ruling on Possible East Jerusalem Evictions

•   WSJ: What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money?

•   WSJ: Elon Musk’s SpaceX Is Buying Up a Texas Village. Homeowners Cry Foul.

•   WSJ: Chinese Rocket Returns to Earth Over Indian Ocean

•   WSJ: Amazon and Apple Built Vast Wireless Networks Using Your Devices. Here’s How They Work.

•   WSJ: Grab’s Huge SPAC Merger Heralds Asia’s Next Tech Boom

•   WSJ: Some Startups Went From Rescue PPP Loans to SPAC Windfalls

•   WSJ: What CEOs Are Saying About Boosting the Minimum Wage

•   WSJ: Epic Games vs. Apple Trial, Week One: Everything You Need to Know

•   WSJ: Apple AirTags vs. Tile: The Best Tool for Finding Your Lost Stuff

•   NYT: Health Advocate or Big Brother? Companies Weigh Requiring Vaccines.

•   NYT: India and Its Vaccine Maker Stumble Over Their Pandemic Promises

•   NYT: As Republicans Advance Voting Laws, Democrats Scramble to Push Back

•   NYT: China’s Vaccine Diplomacy Just Got a Big Win. But Can the Country Deliver?

•   NYT: Biden Administration Moves to Speed Aid to Renters

•   NYT: U.S. and Iran Want to Restore the Nuclear Deal. They Disagree Deeply on What That Means.

•   NYT: Pipeline Shutdown Has Had Little Impact on Supplies So Far

•   NYT: The Stock Market Loves Biden More Than Trump. So Far, at Least.

•   NYT: Where Ukrainians Are Preparing for All-Out War With Russia

•   NYT: Seeing the Real Faces of Silicon Valley

•   WP: Texas House passes GOP bill tightening voting rules; Democrats vow to fight in court

•   WP: Florida ran a nearly flawless election in 2020. Republicans decided to change the voting rules anyway. Here’s how.

•   WP: As his restaurants’ customers return, a Miami chef is missing a critical ingredient: Workers

•   WP: GOP governors slash jobless aid to try to force more Americans to return to work

•   WP: Biden and Democrats face party divisions in critical Senate races

•   WP: Brazil promised to prioritize vulnerable groups for vaccination. It’s struggling to keep its word.

•   WP: Africa coronavirus variants: Monitoring increases while vaccinations lag

•   WP: Locked down in Cambodia's covid outbreak, people are running out of food

•   WP: How the Kumbh Mela helped fuel India’s coronavirus outbreak

•   WP: Vaccine side effects don’t tell you how well your immune system will protect you from covid-19

•   FT: EU leaders confront US over vaccine patent waiver demands

•   FT: Biden patent push blindsides Brussels

•   FT: Should children be vaccinated to slow the spread of coronavirus?

•   FT: Rehn calls for change to ECB’s inflation target in line with Fed approach

•   FT: Madrid success raises hopes of Europe’s struggling centre-right

•   FT: Appeal of former generals points to deep rifts in French society

•   FT: Conservatives tighten grip on English councils

•   FT: Labour retains control of Welsh parliament after strong showing

•   FT: Johnson’s popularity and ‘vaccine bounce’ propel Tories to election success in Labour heartlands

•   FT: Johnson moves ahead with reopening after election triumph

•   FT: Starmer warned of prospect of leadership challenge over summer

•   FT: Pro-independence parties secure majority in Scottish parliament

•   FT: Scotland election result sets up new referendum showdown

•   FT: UK to offer under-40s alternative to AstraZeneca vaccine

•   FT: UK health officials upgrade Indian coronavirus variant as cases rise

•   FT: Boom in off-market property sales

•   FT: English travellers get green light to visit 12 countries from May 17

•   FT: UK freeports blow as exporters face tariffs to 23 countries

•   FT: Ministers ask rail industry for plan to restore services hit by fault

•   FT: Exodus of EU truckers leaves UK hauliers facing acute driver shortages

•   FT: Vaccine diplomacy: inside Biden’s decision on Covid patents

•   FT: New Yorkers prop up the bar again as reopening gathers pace

•   FT: US climate targets show not all pledges are created equal

•   FT: Biden hopes to revive long march of women back into US workforce

•   FT: Will inflation thwart the US economic recovery?

•   FT: Narendra Modi’s popularity slips as Covid crisis hammers India

•   FT: EU and India agree to relaunch trade talks

•   FT: Chinese jabs dominate Latin American vaccination campaigns

•   FT: India’s Supreme Court sets up task force over oxygen crisis

•   FT: How the world’s top vaccine maker struggled to meet the moment

•   FT: Central American stagnation drives migrant exodus

•   FT: China edges closer to wealth link with Hong Kong

•   FT: Russia hit by fall in migrant workers from central Asia

•   FT: German and US regulators tighten focus on booming crypto market

•   FT: Investors line up bets against German bonds on pandemic recovery

•   FT: Europe’s largest private employer VW faces no pressure to raise wages

•   FT: China’s Nio bets on battery swapping in Tesla challenge

•   FT: China’s ambitions in space: national pride or taking on the Americans?

•   Bloomberg: Asia Is Exception as Emerging Markets Start to Look Fragile

•   Bloomberg: Fauci Says ‘No Doubt’ U.S. Has Undercounted Covid Deaths

•   Bloomberg: CDC Limits Reviews of Vaccinated but Infected, Spurring Concerns

•   Bloomberg: Battle Over GOP’s Future Intensifies as McCarthy Backs Stefanik

•   Bloomberg: Stay-at-Home Americans Sow White House Angst on Jobs Miss

•   Bloomberg: Fed’s Kashkari Says U.S. Job Market Still Needs Help to Heal

•   Bloomberg: An Island Tax Haven Shows How Brexit Fight Over Fish Isn’t Over

•   Bloomberg: India Covid: Tens of Millions Plunge Into Poverty

•   Bloomberg: Rouhani Says Iran Will Vaccinate 13 Million People by Late July

•   Bloomberg: Banking Is Center Stage as Iran Seeks Nuclear Deal That Delivers

•   Bloomberg: Unused Shots Pile Up as Mistrust Blights Hong Kong Vaccine Drive

•   Bloomberg: Turkish Researchers Face Fines for Publishing Own Inflation Data

•   Bloomberg: Inflation Debate Hits Emerging Markets With Pimco Standing Firm

•   Bloomberg: China’s Much-Hyped Digital Yuan Fails to Impress Early Users

•   Bloomberg: No Timeline for Massive Oil Pipeline Restart Has Traders Worried

•   Bloomberg: Stock Bull Run Rolls On With JPMorgan Doubling Down on Reflation

•   Bloomberg: China Tech Giants Bet $19 Billion on Global Electric Car Frenzy

•   Bloomberg: Climate Adaptation Should Be a Public Good, Not an Asset Class

•   Bloomberg: China Copper Smelters to Cut Concentrate Purchases in Green Push

•   Bloomberg: Macron Will Still Push for Environmental Protection Referendum

•   Reuters: U.S., Russia, China poke each other at U.N. Security Council

•   Reuters: China urges U.N. states not to attend Xinjiang event next week

•   Reuters: EXCLUSIVE Saudi Arabia wants to see “verifiable deeds” from talks with Iran, says official

•   Reuters: How the U.S. locked up vaccine materials other nations urgently need

•   Reuters: EU has not ordered AstraZeneca vaccines beyond June - Commissioner

•   Reuters: ‘Freedom’ fiestas: Spaniards celebrate end of COVID curfew

•   Reuters: Myanmar’s junta brands rival government a terrorist group

•   Reuters: Myanmar's junta approves $2.8 bln investment, including gas power plant

•   Reuters: Myanmar junta says no ASEAN envoy visit until stability restored

•   Reuters: Novavax expects COVID-19 vaccine supply in Japan well into 2022

•   Reuters: Qatar to gradually lift coronavirus measures starting May 28 - statement

•   Reuters: EXCLUSIVE India offers to lift regular Saudi oil volumes in June after May cuts -sources

•   Reuters: EXCLUSIVE India holds up wireless approvals for China-made devices, delaying launches

•   Reuters: How low can you go? Volkswagen throws down the emissions gauntlet

•   Reuters: Carbon emissions drop across Europe in 2020 - Eurostat

•   Reuters: EU climate chief warns against curbing carbon price rally

•   Reuters: Analysis: Cryptocurrency ethereum is flourishing but risks linger

•   Reuters: Analysis: U.S. move to loosen vaccine patents will draw drug companies to bargain -lawyers

•   Reuters: Analysis: U.S. Labor Secretary’s next move on gig workers likely to include company probes - experts

•   Reuters: Analysis: Out of power in Washington, Republicans pursue hard-right agenda

•   AP: EU agrees potential 1.8 billion-dose purchase of Pfizer jab

•   AP: Vaccine deserts: Some countries have no COVID-19 jabs at all

•   AP: Some states plan big spending with Biden's aid, others wait

•   AP: As cases grow, India's vaccination campaign falters

•   AP: EXPLAINER: Did US hiring slow because of a ‘labor shortage’?

•   AP: EXPLAINER: Why are people protesting across Colombia?

•   CNN: Shortages are popping up across the supply chain as the pandemic messes with the economy

•   CNN: Fight for $15 minimum wage heats up after Biden's endorsement

•   CNBC: A joke cryptocurrency has risen more than 26,000% in the last six months, outpacing nearly every other investment

•   CNBC: Inflation watch: Why the Fed is paying close attention to this chart

•   CNBC: Why oil giants like Chevron and BP are investing in geothermal energy

•   CNBC: Why demand is surging beyond the U.S. in the multibillion-dollar armed drone market

•   MarketWatch: What the dogecoin army is saying as the cryptocurrency’s tumble triggers a bearish break in the long-term trend line

•   MarketWatch: Here’s why the Dow and S&P 500 hit records despite a weak April jobs report

•   MarketWatch: Most Americans who view COVID-19 as a threat say they’re still likely to dine out at a restaurant

•   ABC: Florida reports more than 10,000 COVID-19 variant cases, surge after spring break

•   SCMP: New Zealand’s bid to find middle between its Western allies and China not lost on Beijing: experts

•   SCMP: China’s gateway to North Korea feels chill of Covid-19 border closure

•   SCMP: China to unveil census data on Tuesday after delays and speculation

•   SCMP: China targets air pollution, steel overcapacity with new curbs on ‘blind investment’

•   SCMP: China’s provinces fall deeper into local government debt mire, study finds

•   Global Times: 'America First' or vaccine nationalism? COVID-19 vaccine production and exports

•   Nikkei Asia: Suga vows 1m vaccine shots a day as Japan extends COVID emergency

•   Nikkei Asia: Japan's offices, schools and nurseries become COVID hotbeds

•   Nikkei Asia: Japan faces specter of fanless Olympics as COVID threat rises

•   Nikkei Asia: Japan depends on overseas vaccines due to 30 years of inaction

•   Nikkei Asia: Honda pauses Indian auto production amid virus surge

•   Nikkei Asia: Toyota production to top 10m for first time in fiscal 2022

•   Nikkei Asia: Japan chip material makers ramp up output in South Korea and Taiwan

•   Nikkei Asia: Taiwanese flock to stocks as economy shrugs off pandemic

•   Nikkei Asia: Biden vs Republicans: The next 100 days and beyond

•   Mainichi: Japan pharma industry opposes US backing for vaccine patent waiver

•   Japan Times: Japan's largest energy producer bets on ammonia and hydrogen for net zero

•   Kyodo News: Japan's extended virus emergency to lead to 1 tril. yen economic loss

•   Economic Times: After US backs joint WTO proposal with S Africa: India hopeful of more support for Covid-19 vaccine IP waiver

•   Economic Times: The Quad’s economic imperative: Participating nations should cooperate and benefit beyond the security framework

•   Economic Times: India to breach fiscal deficit target in FY22: Fitch Solutions

•   Economic Times: Area of summer crops expands by 21.58%

•   Economic Times: Vaccination only way forward as COVID infections surge in rural areas: Report

•   Economic Times: Congress presses for national lockdown to arrest COVID-19 spread

•   Mint: Getting people vaccinated only long-term solution to COVID-19 crisis in India: Fauci

•   Business Standard: Key Covid-19 indicators surged from Feb 2021 but govts failed to act

•   Business Standard: India's sovereign rating to remain at current level for next 2 years: S&P

•   Business Standard: Tamil Nadu announces 'total lockdown' from May 10 to 24 to beat Covid-19

•   Business Standard: Indian variant driving catastrophic second wave: Top WHO scientist

•   Business Standard: Chinese scientists discussed weaponising SARS coronaviruses in 2015: Report

•   Hindustan Times: India Inc’s wait to vaccinate staff gets longer

•   매경(P1): 노후아파트의 귀환…서초 영등포 도봉까지 들썩

•   매경: 노원뛰자 창동 구축도 꿈틀…속속 신고가

•   매경: "주택경기 좋아진다" 바뀌는 건설업체들 시각

•   매경: 부동산 거래질서 잡겠다며 중개보조원 상한제 꺼낸 여당

•   매경: 신임 산업부 장관, 취임식 빼놓고 반도체공장 달려간 까닭은?

•   매경: 더 밝고 선명해진…삼성 LG 미니LED TV 경쟁 본격화

•   매경: 또 일냈다…한국조선 대우조선 5조원대 역대급 해양플랜트 수주

•   매경: "글로벌 기관투자자 韓기업 ESG개입 늘어"

※   전경련: 글로벌 자산운용사 ESG 관련 주주권 행사 추이

•   매경: 삼성-에릭슨 5G특허 분쟁 종료

•   매경(P1): 경총 "대기업 실적 파티 경계령"…임금인상 줄이고 고용 늘려라

•   매경: 부익부 빈익빈' 눈총 받을라…경총 "대기업, 고용확대가 먼저"

•   매경(P1): 올 들어 6조 몰렸다…ETF, 주식형 공모펀드 첫 추월

•   매경: 작년 곱버스 손댔다 쓴맛본 개미…올핸 전기차 반도체 ETF 베팅했다

•   매경: 올해도 ETF 열풍…4월까지 순매수 작년 전체보다 65% 많아

•   매경(P1): 투자선호 2위 가상자산, 투자 위험도 1위

•   매경: 2030의 40%가 "가상자산 투자 선호"…50대는 18% '극과 극'

•   매경: 재테크 투자 1순위는 부동산…최고 관심은 '강남 재건축'

•   매경: [단독] 적자 눈덩이 대중교통...정부 "전국 지자체, 요금 인상하라"

•   매경: "美금리인상 내년 상반기 유력…2천조 규모 가계부채 줄여야"

•   매경: 당정, 대출규제부터 손질…종부세는 속도조절

•   매경: "테이퍼링 빨라질수도…하반기 주의를"

•   매경: 공매도 재개 첫주, 외국인, 코스피 선물 9000억 샀다

•   매경: 서울 주택공급 막자…중견건설사만 유탄

•   매경: "엉뚱한 기관에 건설보증 맡기란 국회"…뿔난 건설업계

•   매경: 집단면역 땐 코로나 사라지나? 더 퍼지지 않을뿐 없어지지 않는다

•   한경(P1): "더는 못 미뤄" 서울대 '파격실험'…전원검사·전면 대면수업

•   한경: 신속분자진단, 2시간내 확진 결과 나오고 정확도 95%

•   한경(P1): [단독] "'3040 청포자' 당첨 기회 늘려주자"…바뀌는 청약제도

•   한경: 젊은 맞벌이·1인가구 유리하게 '손질'…5060 역차별 우려

•   한경(P1): 지원 요청 거절할 땐 언제고…반도체전쟁 터지자 말 바꾼 정부

•   한경: 정부 지원결정에도 용인 클러스터 착공 '산넘어 산'…토지보상 협의 쉽지않아

•   한경: 산업은행, 회사채·CP 지원 대상 기업 늘린다

•   한경: 정유사의 시간이 온다…기름 잘 팔리고 정제마진도 껑충

•   한경: 콧속에 면봉 '쑥' 불편했는데…"마스크만 써도 코로나 진단"

•   한경: 소형 아파트 인기몰이…중대형 상승률 앞질러

•   한경: 아이오닉 5 남는 전기, 제주도청사에서 쓴다

•   한경: 소니·파나소닉 다 합쳐도 삼성 절반이라더니…"이젠 옛말" [정영효의 일본산업 분석]

•   한경(P1): [스트롱코리아 2021] 수소경제 글로벌 대전, SMR이 게임체인저

•   한경: 탄소제로 '끝판왕' 수소전지…발전효율, 2차전지의 100배

•   한경: 정부 "2030년까지 충전소 1000곳 설치"

•   한경: 김방희 수소산업협회장 "수소전지 발전소, 도심에 두고 송·배전 비용 줄여야"

•   한경: "그린수소 찰떡궁합 차세대원자로 잡아라"…빌 게이츠도 가세

•   한경(P1): 삼성전자 稅부담, 애플의 2배…역전된 한·미 대표 기업

•   한경: 구글 절반이던 삼성 稅부담률…3년 만에 오히려 두배로 높아져

•   한경(P1): 부동산 稅폭탄 째깍째깍

•   한경: 선거 패배 직후 재산·종부세 손본다더니…한달 지나도 '감감무소식'

•   한경: 韓 부동산 관련 세금, GDP 비중 4% 달해…OECD 1.9%의 2배

•   한경: "강남3구도 아닌데 나도 종부세 대상?"…세금폭탄 날아온다

•   한경: 학현학파, KDI 강하게 비판…홍장표 '원장 내정설'과 관련 있나

•   한경: 이형희 SK수펙스 SV위원장 "ESG 성과 측정법, 현실적이어야 효과"

•   한경: 산업부, 태양광 보조금 사업 손질한다

•   한경: "진짜가 온다"…'카카오뱅크·SD바이오센서' 공모주 받으려면

•   한경: 북적이는 공모주 낚시터…올해 수익률 86%

•   한경: 백신 접종 빨라졌다…"유럽 증시, 하반기 강세 보일 것"

•   한경: 공매도에 휘청인 코스닥…"다시 중소형株 시간 올 것"

•   한경: 공매도=주가 하락?…체력 강한 종목엔 안 통했다

•   한경: 노트북 두뇌 싸움 격화…'인텔 텃밭'에 삼성·애플 도전

•   서경(P1): 한은 적립금까지 퍼주자는 與···10년전과 정반대

•   서경: 외환 충격 '방파제'인데···韓銀 적립금 손대면 통화정책 흔들린다

•   서경: '손실보상제' 대규모 적자국채 우려에···채권시장도 초긴장

•   서경: 소급적용에 재정부담 감당 힘든데···정부는 '손실보상법 강행'에 속앓이

•   서경(P1): 與, 가상자산 법안 '뒷북' 발의

•   서경: 北, 비핵화 조건으로 '군축' 요구 가능성···KAMD로 재도발 대비해야

•   서경: 취임 한 달 오세훈···재건축 정책은 ‘속도 조절 + 공공성 확대’ 방점

•   서경: 민기식의 '스마트오피스 실험' 통했다··· 프린터 사용 절반 '뚝'

•   서경: [공매도 재개 1주일] 연기금 19주 만에 '컴백'...외인 3조 거래에도 시장 '꿋꿋'

•   서경(P1): 재정중독·친노동·부동산 징벌세제·반기업 규제···反시장 4대 도그마, 이제라도 깨라

•   서경: 5년간 나랏빚 460조 급증에도 또 '확장'···국가신용등급 하락 부추겨

•   서경: 연금 고갈 해마다 앞당겨지지만···정부·국회, 사실상 손 놔

•   서경: 곳간 지켜줄 재정준칙, 다섯 달째 국회서 방치

•   서경: 勞 눈치 보다 노동개혁 첫발도 못떼..."고용 유연화부터 시작해야"

•   서경: 일자리 정부라더니···'공공 알바'만 양산

•   서경: MZ세대의 반발..."기성 노조 기득권 내려놔라"

•   서경: 무주택자 대출·1주택자 세부담 완화...실수요자 숨통 터줘야

•   서경: 신사업 싹 잘리고 투자는 위축...규제 풀기로 유턴 필요

•   서경(P1): 투자금 먹튀·회삿돈 횡령···'제2 벤처 붐'의 그림자

•   서경: 창업·개발자, 지원금 반씩 나눈후 폐업···'스타트업 마피아' 판쳐

•   서경: "새벽·폭설에도 슈퍼맨처럼 일해야"···유니콘 성장 비결은 직원 쥐어짜기?

•   서경(P1): [단독] '1기 신도시' 분당, 재건축 불 지핀다

•   서경: 5년 뒤면 28만가구 재건축 연한 도래...종합 청사진 급하다

•   서경(P1): 난립하는 잡코인 ···도미노 상폐 오나

•   서경: 알트코인 거래 비중이 90%···옥석 가리기 본격화할 듯

•   서경: 與野, 5월 국회 소상공인·부동산세 두고 충돌 불가피

•   서경: 濠와 리튬 합작사···포스코, 소재기업 전환 속도

•   서경: 갤폴드2종·보급형 폰 8월 동시에 나온다

•   서경: 상반기 백신 접종예약 785만명인데... 인프라 증설 작업 이제야 착수

•   서경: 반도체 대란 불똥, 디지털 피아노로 튀었다

•   서경: 빨라진 금리인상...서울 외곽·수도권부터 타격 입나

•   서경: 다시 고개드는 갭투자...서울 거래비중 절반 넘어

•   조선(P1): 못쓴돈 2200조원 폭발...수퍼카·집 다 사들인다, 美 소비 빅뱅

•   조선: “文정부, 너무 빨리 중국에 유화책 썼다”

•   조선: “쿼드, 다른 국가들 참여 열려 있어”

•   조선: 중국만 쳐다보다… 명동 1층 공실률 60%

•   조선(P1): 학생 25명 미국 교실, AI 선생님도 25명

•   조선(P1): 슬금슬금 오른 금리, 신용대출 0.6%p·주담대 0.3%p 올라

•   조선(P1): 내달부터 양도세 급증에도… 매물 안내놓는 다주택자들

•   조선: 12년째 증차 불허, 레미콘 기사에 휘둘리는 건설업계

•   조선: 인도 한국기업 700곳 “코로나가 공장·시장 다 삼켰다”

•   조선: 철광석 t당 가격 사상 첫 200달러 돌파… 車·조선·건설 ‘원가 인상’ 비상

•   조선: 한국 수출 통계가 ‘세계 경제 카나리아'로 불리는 까닭

•   조선비즈: 홍남기 “특별방역주간 종료…불편 줄이는 ‘스마트 방역’ 강구”

•   조선비즈: 선진국 가상화폐 제도화 나서는데…韓 정부는 금융위vs기재부 주무부처 ‘핑퐁게임’

•   조선비즈: 대한상의 SGI “정부의 기업 금융지원 대책 실적 저조… 문턱 낮춰야”

•   중앙(P1): 깐마늘 78%, 고추 65%, 배 43% 급등…장바구니 물가 고삐 풀렸다

•   중앙: 죽 쒀서 테슬라만 줄라…올해도 지자체 보조금 ‘싹쓸이’

•   중앙(P1): “백신이 최고 부양책…첨단산업 지원해 더 나은 재건 구상”

•   중앙(P1): 국민이 본 백신정책은 55점…10명 중 1명만 “11월 집단면역”

•   중앙: 올해 팔린 전기차 테슬라 41%, 현대·기아차 33.4%

•   동아: 항공업계 “하반기 해외여행 숨통” 이륙 시동

•   동아(P1): 코로나 1년, 육아-라이프 밸런스 ‘육라밸’이 무너졌다

•   동아: 아빠도 안팎 고통… 아내는 “당신만 버냐” 상사는 “네가 애 보냐”

•   동아: “아이와 더 많은 시간을”… 젊은 아빠들 휴직에 이직까지

•   동아(P1): “바이든 대북정책은…” 앨릭스 웡 前 美 국무부 부대표 인터뷰

•   동아: “北, 외교적 해결 나설거란 믿음 희박해져… 美, 한미연합훈련 원위치 고민해야할 때”

•   동아: “한미일 정보수장, 이번주 도쿄 회동 조율”

•   동아: [단독]‘비정규직 0’ 선언 4년… 비정규직 95만명 늘고 정규직 24만 줄어

•   동아: [인사이드&인사이트]탄소중립위 이달 출범… “정부와 업계로부터 독립성 확보해야”

•   동아: 4월 車 판매, 벤츠+BMW＞르노삼성+GM+쌍용

•   동아: 중소제조업체 44% “코로나 이후 기업 양극화 악화”

•   동아: 풍력발전의 진화… 지상 타워형 시대 가고 공중에서 연 날리듯

•   문화(P1): ‘머니 광풍’ 휩쓸리는 2030 …‘버블 붕괴’ 경보 울린 Fed

•   문화: ‘빚투폭탄’ 안고 부동산 → 주식 → 코인… 탈선 위험 ‘머니트레인’

•   문화: 정의용 “美, 北에 대북정책 설명 예정”… 美 “접촉실패”와 딴판

•   문화: “美 단계적 접근, 트럼프 말기 정책과 유사… 北엔 새로울 것 없어”

•   문화: 오세훈 시장 ‘DDP 2.0’ 시동… 판매 기능 줄이고 공공기능 강화할 듯

•   문화: KT, ‘AI 모빌리티 사업단’ 신설… 디지털 물류 속도

•   문화: 생산할 때도 온실가스 ‘0’… 기업들 ‘그린수소’ 선점 경쟁

•   한국(P1): 문재인 정부 4년… 고용·분배 악화 속 정부는 자화자찬

※   기재부: [보도참고] 문재인 정부 4주년, 그간의 경제정책 추진성과 및 과제

•   한국: [인구와 경제] 인구문제 해결사로 부상한 ESG

•   한국(P1): "文정부 들어 능력보다 세금 더 내고 혜택은 적다" 정책과 어긋난 국민 인식

•   비즈한국: 두산중공업, 깜짝 실적 반전 둘러싼 뒷말 무성한 까닭

•   국민: 빨라지는 탄소중립 시계… ‘웃픈’ 현실의 철강업계

•   국민(P1): 인구 7% 백신 맞았지만… 위중증·사망 크게 안 줄었다

•   국민(P1): “OK, 꼰대(boomer)”… 전 세계 MZ세대, 정치세력으로 급부상

•   세계(P1): 코로나19 백신 접종 후 이상반응 하루 평균 400건

•   경향(P1): 글로벌 큰손 “ESG 경영” 요구 커진다

•   경향(P1): 70~74세 백신 접종 예약 첫날 11% 신청…“기피자 유인책 마련이 중요”

•   경향(P1): 금융연 “경제 회복 빨라…통화 긴축 논의 필요”

•   머니투데이(P1): 손잡고 역대급 실적 vs 관들고 상복시위…車노조 '극과극 행보'

•   머니투데이: '엔데믹' 잡아라…'K-백신' 시간표 나왔다

•   머니투데이: "코로나19, 자영업자 피해 가장 커…보상해야"

•   머니투데이: "최고 실적에 안주 말라" 석유화학업계 '탈탄소' 전환 잰걸음

•   머니투데이: [단독]DSR 규제로 입주 막힌 실수요자, 7월 전 구제한다

•   머니투데이: 건설경기지수 5년 만에 최고치…호재 쌓인 건설주 담을까

•   머니투데이: "이게 진짜 친환경 배터리"…'패러독스' 푸는 SK이노베이션

•   헤럴드경제(P1): 전기차 15만대 시대...충전기 절반은 ‘그림의 떡’ [헤럴드 뷰]

•   헤럴드경제: 전기차 질주 완성차업계, ‘충전 인프라’ 속도전에 꽂혔다 [헤럴드 뷰-전기차 충전소 그림의 떡]

•   헤럴드경제: 휴게소로 물류센터로…주유소는 변신중 [헤럴드 뷰-전기차 충전소 그림의 떡]

•   헤럴드경제: ‘궁극의 친환경’ 수소차? 충전할 곳 찾아 삼만리 [헤럴드 뷰-전기차 충전소 그림의 떡]

•   헤럴드경제(P1): 이더리움 광풍...

•   헤럴드경제(P1): 택배노조, 총파업 가결

•   헤럴드경제: 돌아온 ‘중후장대’ 기업들 실적·업황 업고 우상향

•   파이낸셜뉴스(P1): 빚 탕감·신용 사면… 금융 흔드는 票퓰리즘

•   파이낸셜뉴스(P1): 夏鬪 시동거는 노동계, 실적회복 찬물 끼얹나

•   파이낸셜뉴스: 입김 세진 사무직 노조… 대기업 노사관계 지형 뒤흔든다 [올 노사협상 변수는]

•   파이낸셜뉴스: "올해 대기업 임금 인상 최소화.. 고용 확대·격차 해소 주력해야" [올 노사협상 변수는]

•   파이낸셜뉴스: 수출·내수만 보면 경제 회복세지만… 문제는 '사라진 일자리' [경기지표 고용만 최악]

•   파이낸셜뉴스: 중대재해 '대표이사 처벌·과로사' 놓고 물러서지 않는 노사 [중대재해법 이달 입법예고]

•   파이낸셜뉴스: 올 성장률 4%대도 나왔다, 금융硏 "수출이 경제 주도"

•   파이낸셜뉴스: 배터리 제조사 생산비용 절감에 ‘사활’

•   파이낸셜뉴스: 中철강 감산에 벌크선사 ‘긴장’

•   파이낸셜뉴스: 전문가 시장까지 넘보는 온라인플랫폼… "불법" vs. "신산업"

•   아시아경제: [과학을 읽다]개미산으로 연료전지차를?…수소 기술 어디까지 왔나

•   디지털타임스(P1): 심상찮은 원자잿값, 짙어지는 인플레

•   이데일리(P1): [ESF 2021]"ESG發 산업 격변…기업 성장분야 바뀐다"

•   이데일리: [ESF 2021]"기업들 '환경·사회·지배구조' 어떤 것도 배제해선 안돼"

•   이데일리: [ESF 2021]"ESG 규제 강도, 여론에 의해 자연스럽게 정해질 것"

•   이데일리: 지난해 공정위 기업제재, 20년 만에 가장 적었다

•   이데일리: [단독]'물류로봇' 진출 선언한 현대차, 로봇주차 실증사업 돌입

•   이데일리: "해운 호황 4분기까지"…덜 오른 벌크선·조선株 담을까

•   이데일리: [마켓인]'큰 손' 기관투자자, 국내 임대주택 투자 안 하는 이유는

•   이데일리: [마켓인]지난해 유럽 VC 펀딩 규모 줄었다…"코로나19 영향"

•   이데일리: 두산건설, 재무구조 개선 막바지…'10대 건설사' 재도약할까

•   이데일리: 코로나로 미뤄졌던 공사 재개..건설기계 업종 주가 전망은?

•   연합: 휴일영향에 오늘 500명 아래…해외유입 증가속 변이 확산 '촉각'

•   연합: 오늘부터 65∼69세 AZ백신 접종 사전예약…자녀가 대리예약 가능

•   연합: "'코로나 제로' 전략 도입한 한국 등 5개국, 초기 방역 우수"

※   Lancet: SARS-CoV-2 elimination, not mitigation, creates best outcomes for health, the economy, and civil liberties

•   연합: '하늘을 나는 차' 상용화위해 기업들 뭉친다…선택과 집중 전략

•   SBS: [단독] "mRNA 백신은 공공재"…"한국은 단기에 생산 가능"

•   FuelCellsWorks: Hydrogen4EU: All Hydrogen Technologies Needed To Reach Net Zero, New Study Finds - Fuel Cells Works

•   에너지경제: [기획]신규 석탄발전 건설 어디까지 왔나…④충남 신서천화력발전소

•   에너지경제: 플랑크톤 원인 원전 정지 손실 눈덩인데도 한수원 뒷북 부실 대응 논란

•   전기신문: 다시 고개 드는 발전사 재통합

•   KHL: Sales for world’s top construction OEMs surprisingly strong

•   Construction Equipment: CNH Industrial Sales Up 37%

•   대한경제: [이슈분석] 3년만에 호기 왔다…비규제지역 분양 ‘러시’

•   대한경제: 전세난 해법으로 단기간 준공 주택 늘린다더니…실제로는 약정만?

•   OilPrice.com: Leaked EU Report Reveals Ambitious Renewables Agenda

•   OilPrice.com: China’s Natural Gas Imports Surge As Economy Recovers

•   OilPrice.com: Can Oil Firms Win Over ESG Investors?

•   MINING.com: Commodities that will rule the green, digital transition

•   MINING.com: How blockchain will help miners meet evolving ESG demands

•   전자신문(P1): 메타버스 산업 이끌 '민간 주도 협의체' 시동 건다

•   전자신문(P1): [단독]공공입찰 '발주사 입찰담합' 규제 사각

•   전자신문: '산화갈륨' 전력반도체 국산화…日 독점 깬다

•   전자신문: 애플, 韓 카메라 부품 적용 확대 채비

•   전자신문: 프롭테크 기업, 3D·VR 모델하우스로 부동산 트렌드 주도

•   전자신문: [이슈분석]메타버스, 새로운 세상이 열린다

•   전자신문: [이슈분석]메타버스, 누가 준비하나…인터넷·통신·게임업계 시선집중

•   전자신문: [이슈분석]메타버스, VR·AR 장비 발전 동반돼야

•   전자신문: [이슈분석]경제사회가 메타버스 안으로

•   전자신문: [이슈분석]전문가 “메타버스는 새로운 소셜 미디어 플랫폼”

•   전자신문: [특별기획]기후변화 맞설 탄소중립 시대 온다 (5)순환경제가 미래 경제

•   전자신문: 풍력발전 '원스톱 숍' 법 만든다...해상풍력 인·허가 기간 단축 기대

•   전자신문: 에너지연, 성능·내구성·가격 모두 개선한 연료전지 촉매 개발

•   전자신문: 지난달 태양광 REC 장기계약 역대 최대...현물시장 공급과잉 해소 기대

•   디지털데일리: LG폰, 신규 공급 중단 임박…삼성 7: 애플 3 재편 유력, 왜? [IT클로즈업]

•   Phone Arena: Foxconn gives away bonuses as it tries to hike supplies of 5G iPhone 12 series phones

•   Robotics & Automation News: Global manufacturing and supply chains ‘severely disrupted’ by pandemic

•   로봇신문: 현대로보틱스, 모바일 서비스 로봇 신규 모델 ‘러기지 로봇’ 출시

[Opinions]

•   Project Syndicate(Rosalind McKenna): Money Alone Won’t Ensure Global Vaccine Equity

•   Project Syndicate(Jayati Ghosh): Next Steps for a People’s Vaccine

•   Project Syndicate(Ian Buruma): Taiwan and the Ghosts of History

•   FT(Editorial Board): Boris Johnson has reinvented the Tories in his own image

•   FT(Editorial Board): Republicans drift ever further into Trumpism

•   FT(Editorial Board): Benjamin Netanyahu may be at the end of the road

•   FT(Editorial Board): Playing for time on a new Scottish vote is not enough

•   FT(Rana Foroohar): Creative destruction is the silver lining of the Covid-19 crisis

•   FT(Robert Shrimsley): Eight key takeaways of the UK election results

•   FT(Robert Shrimsley): Scottish vote lights a long fuse under the UK

•   FT(Martin Sandbu): Why the toughest capitalists should root for a wealth tax

•   FT(Michael Mackenzie): The ‘crowding out’ risk to the economy

•   FT(Michael Mackenzie): Realistic investors broaden out market bets with ETFs

•   FT(Merryn Somerset Webb): Even non-ESG funds now have a greenish tinge

•   FT(Joe Rennison): Is leverage still the best benchmark of credit risk?

•   FT(Sebastian Mallaby): When it comes to inflation, how much fortitude does the Fed have?

•   FT(Edward Price): The Fed and Schrödinger’s Phillips curve

•   FT(Roger Pielke Jr.): The ECB’s climate models are out of whack

•   WSJ(Editorial Board): The Supply-Side Jobs Slowdown

•   WSJ(Editorial Board): Biden’s Vaccine IP Debacle

•   WSJ(Editorial Board): Britain’s Political Realignment

•   WSJ(Editorial Board): The Capital-Gains Revenue Illusion

•   WSJ(Editorial Board): Another Judge Evicts the CDC

•   WSJ(Editorial Board): Europe Starts to Come Around on China

•   WSJ(Editorial Board): Lockdowns Didn’t Stop Covid

•   WSJ(Mitt Romney): Family Policy Shouldn’t Penalize Married and Stay-at-Home Parents

•   WSJ(Robert B. Zoellick): The Trade Two-Step as Part of Biden’s Diplomatic Dance

•   WSJ(Kimberley A. Strassel): President Joe Sanders

•   WSJ(Andy Kessler): The No-Ownership Society

•   WSJ(Luciana Borio, Scott Gottlieb): Patent Busting Won’t Help Vaccinate the World Faster

•   WSJ(Marc Siegel): End Mask Mandates to Spur Vaccination

•   NYT(Ross Douthat): Is Capitalism Killing Conservatism?

•   NYT(Greg Weiner): You Really Shouldn’t Care About a President’s First 100 Days

•   NYT(Zeynep Tufekci): Why Covid's Airborne Transmission Was Acknowledged So Late

•   NYT(Jamie Maxwell): Does Scotland Really Want Independence?

•   WP(Editorial Board): Colombia is fraying under the pressure of covid. Its neighbors could be next.

•   WP(Editorial Board): It’s time to apply Warp Speed to vaccinate the globe

•   WP(Editorial Board): In Texas, Arizona and Washington D.C., the GOP advances its election lie

•   WP(Henry Olsen): Biden officials are playing down the risk of inflation. Don’t believe them.

•   WP(David Von Drehle): In the South China Sea, Beijing’s claims to power signal danger ahead

•   WP(Kathleen Parker): America is suffering a shortage of people willing to work

•   WP(Megan McArdle): Waiving intellectual property rights is popular policy. It won’t get more vaccines into arms.

•   Bloomberg(Bloomberg Opinion): What We Learned Today About the U.S. Economic Recovery

•   Bloomberg(Niall Ferguson): The Next Global Disaster Is on Its Way, and We Aren’t Ready

•   Bloomberg(Tyler Cowen): Four Stories to Watch for (the Rest of) 2021

•   Bloomberg(Mihir Sharma): On Infrastructure, Europe Should Think Bigger Than India

•   Bloomberg(Brian Chappatta): Shocking Jobs Miss Rips Up Traders’ Playbooks

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is 266,000

•   Bloomberg(Aaron Brown): Many ESG Funds Are Just Expensive S&P 500 Indexers

•   Bloomberg(Liam Denning): Cyber Warfare Is the New Oil Embargo

•   Bloomberg(Julian Lee): Refined Oil Outsourcing Is Going to a Whole New Level

•   Bloomberg(Brooke Sutherland): A Trail of Post-Its Leads Back to the Office

•   Bloomberg(Karl W. Smith): The Big Question: Is America Headed For a Debt Crisis?

•   Bloomberg(Michael R. Strain): The Jobs Boom Is Real Despite Disappointing April

•   Bloomberg(Jonathan Bernstein): Republicans Can’t Legislate Because They Stopped Trying

•   Bloomberg(Martin Ivens): Britain's Labour Party Is Wounded by the Three Cs

•   Bloomberg(Timothy L. O'Brien): Brazil and India Need Their Own Operation Warp Speed

•   Bloomberg(Lionel Laurent): Europe Starts to Feel the Vaccine Effect at Last

•   Bloomberg(Adam Minter): China’s Population Dip May Have a Silver Lining

•   Bloomberg(Amanda Little): A Baby Boom Would Be Bad

•   CNN(Jeffrey Sachs): On jobs, McConnell just doesn't get it. Biden does.

•   CNN(Dana Peterson): April's disappointing jobs report proves the Fed shouldn't hike rates

•   CNN(Ruth L. Okediji): With a Covid-19 vaccine patent waiver likely, time to rethink global intellectual property rules

•   CNBC(Frederick Kempe): Biden has a historic opportunity in the Middle East to foster peace and economic progress

•   MarketWatch(Mark Hulbert): Investors are less worried about a stock market crash — and that’s not good

•   MarketWatch(Daniel Newman): All eyes are on semiconductor companies amid chip shortage — investors should be looking at these four lesser-known names

•   Fox News(Tucker Carlson): Biden's economy will mean no electricity or small businesses, but Amazon may pay you more

•   Fox News(Judith Miller): Is Iran's Supreme Leader near death? Why the answer is supremely important

•   Fox News(Rebecca Grant): Blinken blew it at G7 – Yes, America is trying to contain China (and its space junk)

•   Reuters(John Kemp): COLUMN-Carbon pricing - markets, taxes or regulation?

•   Reuters(John Kemp): U.S. petroleum stockpiles normalise after pandemic surge

•   Reuters(Andy Home): Lead and zinc miss out on the supercycle party

•   Nikkei Asia(Shintaro Ikeuchi): Biden and Suga bond built on more than just countering China

•   Robotics & Automation News(Oliver Giertz): Collaborative robots enable effective high-mix, low-volume production

•   한경(문재도): '에너지 정책' 이대론 안된다

•   서경(남주하): 옐런의 선택, 한은의 선택

•   서경(박상진): 덴마크 녹색전환의 시사점

•   조선(정시행): 美의 우선 순위, 인프라 투자

•   문화(문주현): 원전 수출 총력 지원체계 절실하다

•   경향(한윤정): 탄소중립위? 기후시민의회!

•   파이낸셜뉴스(구본영): 그린 수소

•   파이낸셜뉴스(조원경): 빌 게이츠와 무한에너지 성장의 길