Business Intelligence Monitor 210511

(Introduction)

[Markets]

•   Global: U.S. stocks retreat from record high, dollar near 10-week low

•   UK: Pound hits highest level since February as election results dim risks

•   한국: 코스피 20일만에 사상 최고치 경신…美 '고용쇼크' 나비효과

•   한국: 美증시 낭보에 코스피 '공매도 공포' 탈출…"3분기까지 상승"

•   한국: 동학개미 바람대로…돌아온 연기금, 이달 745억 순매수했다

•   한국: 외인 경기민감株만 '줍줍'...철강·화학·유통 집중 매수

•   한국: [철광석값 사상 최고···달궈진 철강株] 9년만에 최고가···포스코 40만원 뚫었다

•   한국: “공매도 별거 없네”… 공격받은 ‘톱5’ 모두 주가 올라

•   한국: 공매도 과열 종목 22개도 대부분 반등

•   한국: 두산그룹주 강세, 두산 7%대 두산퓨얼셀 6%대 뛰고 두산밥캣 내려

•   Metals: Copper slips amid investor jitters after rallying to peak

•   Iron ore: Iron ore price leaps 10% on hopes of global economic recovery

※   WSJ: Record Iron Ore Prices Have Rusty Underpinnings

※   SCMP: China’s steel prices spike on record raw material costs, raising inflation fears

•   Grains: Corn slips from 8-year high ahead of U.S. supply-demand report

•   Cryptocurrency: Ethereum price swoons after record peak, bitcoin momentum fizzles as crypto market faces late-Monday slump

[Indicators]

•   Eurozone Mar. Sentix’s index: Euro zone investor morale rises to highest level since March 2018

•   한국 1분기 제조업 국내공급동향: 반도체 호황에 장비수입 급증…자본재 해외의존도 40% 넘었다

•   한국 4월 고용행정 통계: 4월 고용보험 가입자 42만명 늘어…'기저효과'

•   Japan FY2020 Government debt: Japan gov't debt rises by record $940 bil. in FY 2020

•   Dubai Apr. PMI: Dubai Business Growth Back to Pre-Covid Path as Vaccines Pay Off

[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: FDA Authorizes Pfizer-BioNTech Covid-19 Vaccine for 12- to 15-Year-Olds

•   WSJ: Kids and the Covid-19 Vaccine: Is it Safe and When Can They Get It?

•   WSJ: Coronavirus Strain Found in India Is a ‘Variant of Concern,’ WHO Says

•   WSJ: BioNTech’s Covid-19 Vaccine Success Sparks Investments in German Biotech

•   WSJ: BioNTech to Make Covid-19 Vaccines in Singapore

•   WSJ: U.S. Blames Criminal Group in Colonial Pipeline Hack

•   WSJ: Colonial Pipeline Shutdown Threatens to Magnify Gasoline-Price Surge

•   WSJ: Biden Disputes Argument That Enhanced Unemployment Benefits Are Hampering Economy

•   WSJ: Biden Administration to Start Doling Out $350 Billion in Aid to State, Local Governments

•   WSJ: How a Canadian Province Contained the Brazilian Covid-19 Variant

•   WSJ: U.S. Ship Fires Warning Shots at Iranian Boats in Hormuz Straits

•   WSJ: Hedge Funds Face Backlash From Europe in Bond Market

•   WSJ: A Shift in Market Leadership Is Reassuring When Stocks Get Frothy

•   WSJ: Mortgage Startup Better to Go Public in SPAC Merger

•   WSJ: Unions Say Mexican Auto-Parts Maker Is Violating Trade Deal

•   NYT: When Covid Hit, China Was Ready to Tell Its Version of the Story

•   NYT: Violence Shakes Israel, With Rocket Fire and Police Battling Palestinians

•   WP: Biden pressed for more far-reaching global vaccine strategy

•   WP: Inflation in the economy may be making a comeback

•   FT: New US Covid infections fall to lowest level in 11 months

•   FT: EU-US vaccine spat no help to lower-income countries

•   FT: The EU is trailing China’s trade distortions all round the world

•   FT: Recovery fund set to drive EU rebound, say economists

•   FT: SPD struggles to break through as Greens dominate German campaign

•   FT: UK’s services sector starts to count the real cost of Brexit

•   FT: Johnson gives go-ahead to further lockdown easing in England

•   FT: Scotland’s union with England to be sorely tested

•   FT: Gove rejects case for UK constitutional reform

•   FT: Transport index takes off as US economy reopens

•   FT: Rise of Elise Stefanik shows Trump maintains his grip on Republicans

•   FT: South Africa under fire over energy plan

•   FT: India’s biggest steelmaker slashes output as oxygen shortage bites

•   FT: Spectre of inflation puts fixed income managers on edge

•   FT: China stocks defy US blacklisting surging by nearly 20% this year

•   FT: Biden tax plan could hasten shift to ETFs, say asset managers

•   FT: Wind groups fall back from giddy heights

•   FT: Volvo and Daimler bet on hydrogen truck boom this decade

•   FT: Europe forced to turn back clock to bail out airlines

•   FT: US and Europe split on bringing bankers back to the office

•   Bloomberg: Biden to Meet GOP Leaders at Pivotal Point for Dealmaking

•   Bloomberg: Microchip Shortage: Commerce Secretary to Hold Summit on Chip Crisis

•   Bloomberg: Seychelles, Most-Vaccinated Nation, Says Active Covid Cases Surge

•   Bloomberg: U.S., Europe to Drive Global Growth in the Second Quarter: Chart

•   Bloomberg: Powell Dashboard Shows Wider Disparities as Job Growth Slows

•   Bloomberg: Inflation Brews for U.S. Producers While Services Wages Pick Up

•   Bloomberg: What’s Happening in the World Economy: The Real Infrastructure Week Is Here

•   Bloomberg: Americans Expect Record Jump in House Prices, Rent in Fed Survey

•   Bloomberg: California Governor Proposes $100 Billion Recovery Package

•   Bloomberg: Biden Energy Chief Says U.S. ‘Utterly Vulnerable’ to Hackers

•   Bloomberg: The U.K.’s Challenge After Covid Is to Keep Scotland

•   Bloomberg: India Covid Testing, Vaccines Slow as Infections And Deaths Rise

•   Bloomberg: India Covid Update: Deadly Fungus Infection Mucormycosis Found in Patients

•   Bloomberg: Distressed Sales in Costliest Indian Home Market Lure Sunteck

•   Bloomberg: Myanmar’s Generals Run a Nearly Sanction-Proof Business Empire

•   Bloomberg: Dollar Back to Where It Began the Year as Rally Burns Out

•   Bloomberg: South Africa’s Ramaphosa Warns Against ‘Vaccine Apartheid’

•   Bloomberg: China’s Credit Rebound May Spell Trouble for Huarong Investors

•   Bloomberg: Japan Urged to Push Pension Funds to Adopt ESG Principles

•   Bloomberg: Hedge Funds Facing Biden Tax Threat Grab Puerto Rico Toehold

•   Bloomberg: Bond Traders Lift 5-Year Inflation Outlook to Highest Since 2006

•   Bloomberg: China Targets Some Australian LNG Cargoes as Trade Spat Widens

•   Bloomberg: Toyota Set to Dodge Earnings Nightmare Caused by Chips Crisis

•   Bloomberg: Inside the Slow EV Adoption by Uber and Lyft

•   Bloomberg: In China’s Biggest Cities, One in Five Cars Sold Is Now Electric

•   Bloomberg: Pumping CO2 Deep Under the Sea Could Help Korea Hit Net Zero

•   Bloomberg: Biden Set to Approve Offshore Wind Farm Near Martha’s Vineyard

•   Bloomberg: Goldman Laments ‘Noise’ of ESG Data Barrage Spurred by New Rules

•   Bloomberg: ITER Fusion Reactor Project Waylaid by Latest Waves of Covid Pandemic

•   Bloomberg: BNP Paribas Urges Investors to Guide Lawmakers on Climate Policy

•   Reuters: Novavax delays COVID-19 vaccine production timeline, sees filing for authorization in 3rd qtr

•   Reuters: Novavax combined influenza/COVID-19 vaccine shows promise in animal study

•   Reuters: India COVID cases hold close to record highs as calls widen for national lockdown

•   Reuters: One AZ COVID-19 vaccine dose gives 80% lower death risk - English data

•   Reuters: Fed's Daly says we are in 'transition,' no taper talk yet

•   Reuters: Fed's Kaplan sees strong job gains ahead, wants taper talk

•   Reuters: Japan's Q1 GDP likely slipped back into decline as new COVID curbs hit

•   Reuters: Norway should exclude J&J, AstraZeneca from vaccine scheme - panel

•   Reuters: Malaysia declares nationwide lockdown as COVID-19 cases spike

•   Reuters: Low carbon world needs $1.7 trillion in mining investment

•   Reuters: BP says it will stick with top U.S. oil lobby after climate shift

•   Reuters: Analysis: Italy's Salvini struggles as rightist ally grows stronger

•   Reuters: Analysis: Europe's consumers face rising prices but the ECB is unfazed

•   AP: In India's northeast there's fear of a virus surge to come

•   AP: Spain: Expert warns that virus surge could follow parties

•   AP: EXPLAINER: What's behind the clashes in Jerusalem?

•   CNN: America's electric cars need lithium so badly it may wipe out this species

•   CNN: Gas prices: Pipeline shutdown sparks worries of $3 a gallon

•   CNBC: Fed’s Evans says employment and inflation need to pick up before policy changes

•   CNBC: U.S. and China could cooperate to end crisis in Myanmar

•   Hill: Biden to go one-on-one with Manchin | TheHill

•   Axios: Ron Klain: Biden's infrastructure proposal isn't "big government"

•   New York Post: Trump ramps up calls for Elise Stefanik to replace Liz Cheney

•   SCMP: China’s census takers ‘coaxed’ citizens to submit personal information with prizes, and the coronavirus pandemic helped

•   SCMP: China census: all eyes on population data with results set to shine spotlight on critical social issues

•   SCMP: China’s census: what is it and why is the latest population survey so important?

•   SCMP: Apple’s attempt to diversify manufacturing to India is being stymied by New Delhi’s coronavirus crisis

•   SCMP: How Xinjiang human rights controversy is souring relations between China and the West

•   SCMP: Pfizer vaccine stands up well against Covid-19 variants, Qatar study finds

•   SCMP: India’s Covid-19 surge dashes hopes of world reopening at once: Chinese expert

•   Nikkei Asia: Shionogi says looking to provide COVID-19 vaccine this year

•   Nikkei Asia: Japan election set for fall as COVID and Olympics come first

•   Nikkei Asia: Fanuc regains earning muscle but grapples with investment burden

•   Nikkei Asia: Panasonic expects net profit to increase 27% in FY2021

•   Nikkei Asia: Duterte's daughter Sara in focus as his presidency winds down

•   Economic Times: Electric vehicles will be cheaper than combustion by 2027: Study

•   Mint: Economic activity down in April, May but shock less severe than 2020: Fitch

•   Mint: Why the BJP may choose to bury the controversial farm laws now

•   Mint: MNREGS registrations spike, underscoring rural distress

•   Hindustan Times: After the second wave, decoding the government’s economic plan

•   매경(P1): [단독] 500만 맞벌이 비명에…'외국인 가사도우미' 검토 나섰다

•   매경: '초고가 전세' 집주인도 세입자도…6월이 두렵다

•   매경: 삼성전자 10위, TSMC 7위…코로나 1년 가장 웃은 기업은?

•   매경: 인허가권 쥔 환경부, 16곳 수소충전소 추진

•   매경: 코로나 이후 처음…KDI "경기 회복단계" 진단

※   KDI: KDI 경제동향 2021. 5

•   매경: 고용·배당늘린 SK하이닉스, 4조8000억 사회적 가치 창출

•   매경: 현대차, 전기차 픽업해 충전·세차 서비스

•   매경: 삼성전기, '쌀 한톨 크기' MLCC 덕에 최대실적 예고

•   매경: '로봇이 튀기는 치킨'으로 7조원 시장 도전나선 30대 CEO

•   매경: K바이오, 'mRNA 치료제' 개발 고군분투

•   매경: SKIET 11일 상장…따상 땐 시총 20위권

•   매경: 文정권 4년만에 7억원이던 마래푸 14억 됐다

•   매경: SK건설, 이름서 '건설' 뺐다…'SK에코플랜트'로

•   매경: [트렌드] "KT, 로봇플랫폼 3분기 서비스…배달·돌봄·물류 집중 공략"

•   매경: [트렌드] 재택근무 불편한 직원 위해, 이통 3사 '분산오피스' 붐

•   한경(P1): 제2 벤처붐…IPO 계약만 768社

•   한경: HK이노엔·바이젠셀·차백신…바이오 '슈퍼 루키' 코스닥 몰려온다

•   한경: "야, 나두 상장할거야!"…야나두, IPO 추진

•   한경: 윤관석 "해외 상장하려는 기업, 국내로 유인할 대책 필요하다"

•   한경: '미래 성장성'에 눈 맞춘 증시…혁신기업, 자금조달 기회 늘어난다

•   한경(P1): 문 대통령 "11년 만에 4% 성장 총력…과감한 내수부양책 준비"

•   한경: "반도체 경쟁 격화…이재용 사면, 국민의견 듣고 판단"

•   한경: "바이든 정부 대북정책은 우리와 긴밀히 협의한 결과"

•   한경: 나랏빚 300조 늘리고도, 돈 더 풀겠다는 문 대통령…또 '추경 카드' 꺼내나

•   한경: 연설 전날 달랑 3명 맞았는데…"차질없는 접종은 평가받아야"

•   한경(P1): 올 주택보유세 12조…4년 만에 3배 뛰었다

•   한경: 1년새 공시가 100% 넘게 올라…"숨만 쉬어도 보유세 더 낸다"

•   한경: "50년 한집에 산 죄밖에 없는데…" 압구정 현대 집주인 분통

•   한경: 탄소배출 줄이고 中企 키우고…ESG 돕는 'IT 솔루션' 뜬다

•   한경: "10년 만의 PC호황 올라타자"…신제품 쏟아내는 삼성·LG전자

•   서경(P1): 최악 청년실업에···'65세 정년' 들고나온 車노조

•   서경: 전기차 시대 맞춰 노동유연성 절실한데···거꾸로 가는 車노조

•   서경(P1): 공허한 'K반도체 시스템 1위'···슈퍼사이클에도 힘 못쓴다

•   서경: 美마이크론·日기옥시아 합병 땐 '낸드 치킨게임'···삼성 초격차 '흔들'

•   서경: "코로나 구조조정 대비" 기업구조혁신펀드 1조원 추가 조성

•   서경: '현대重·대우조선 결합' 퀀텀점프 기회인데···勞는 발목잡기 급급

•   서경: 韓, 초대형선 치중하는 사이···중형선 시장 中日에 뺏길라

•   서경: 후판가 치솟아 수주 훈풍에도 속앓이

•   서경: 71억···'역대 최고' 전세가 나왔다

•   서경: 정부 통계 주택 ‘사자’···민간 ‘팔자’, 수급지수 뭐가 맞나

•   서경: "40조 중 6,000억만 지원···기간산업안정기금, 문턱 낮춰야"

•   서경: “美中 인프라 확대로 수출 골든타임···남아공 등 신흥국 개척할 것”

•   조선: “웃돈 30% 기본” 울며 반도체 사는 車부품사들

•   조선: 반도체 스타트업은 자금 홍수… 작년에만 13조원 넘게 몰려

•   조선: “동아시아는 2만년전 이미 코로나 겪었다”

•   조선: 최태원 상의회장, 내일 신임회장단 처음 만난다

•   조선: “공매도 영향 제한적… 성장하는 저평가 기업에 투자를”

•   조선비즈: “상품 판매 막히고, ELF 신청은 20일 소요”… 고난도 상품 규제 첫날 혼란

•   조선비즈: [단독] 산업부, 민간 기업 제안 경제자유구역 허용 검토…”민간투자 활성화”

•   조선비즈: [단독] “주택 공시가격 10% 상승 시 재산세율 자동 인하”…野 윤한홍, 지방세법 개정안 발의

•   조선비즈: 코로나 길어지자 힘 빠지는 테크쇼… 2년 만에 열리는 ‘MWC’도 흥행 빨간불

•   조선비즈: 삼성·인텔·TSMC 주목하는 ‘반도체 패키징’…첨단기술 경쟁에 3년 뒤 95조 시장 전망

•   중앙: 5차 수퍼사이클…원자재값 불붙었다

•   중앙: 먹거리 가격 뛰더니…한국 식품물가 상승률 OECD 2위

•   동아(P1): [단독]정부 “반도체 2800억 추가지원” 한다더니… 500억만 정부 자금, 나머지는 민간 출자

•   동아: [단독]한국, 말로만 ‘반도체 총력전’… 美는 56조, 中은 173조 통큰 투자

•   동아: “최저임금委 공익위원 사퇴를”… 민노총, 집단 메일 보내 압박

•   동아: 정부 관계자 “mRNA백신 국내생산 협의중”

•   동아: 엔지니어링공제조합 보증업무 확대에 건설업계 논란

•   문화: ‘원전 백지화’ 아픔 딛고… 경북도, 원자력 융복합산업 추진

•   문화: 300MW 이하 ‘소형모듈원전’ 개발 속도…“시장 주도할 미래 먹거리”

•   국민: 태안 폐염전·폐목장에 국내 최대 태양광 발전단지 건립

•   서울(P1): 백신 인과성 불충분해도 중증 최대 1000만원 지원

•   세계: 경제지표 좋아진다는데… 최악 치닫는 3040 고용

•   세계: 탄소중립, CCUS 기술이 핵심… 韓은 걸음마 단계 [멀지만 가야 할 길 ‘2050 탄소중립’]

•   경향: ‘ESG 경영’ 일시적 유행인가, 대세인가

•   경향: ‘2030 국가 온실가스 감축목표’를 얼마나 끌어올리냐가 관건

•   머니투데이(P1): '수소 1위' 선언한 현대重그룹, 2022년 연료전지 발전 개시

•   머니투데이: 세계최초 '수소트럭' 굴리는 스위스, 라인강서 '그린수소' 캔다

•   머니투데이: 5월엔 정말 주식이 안좋았을까? 통계로 비교해 봤더니

•   머니투데이: OLED 출하, TV가 스마트폰 넘긴다…LGD 증설 만지작

•   헤럴드경제: 수요 회복에 투기자금까지 가세...연일 치솟는 원자재 가격[원자재 가격 고공행진 비상]

•   헤럴드경제: ‘산업通’ 문승욱 장관 ‘경제계 소통’ 나선다

•   헤럴드경제: 가격 ‘쑥’ 공급 ‘뚝’...살얼음판 전세시장

•   헤럴드경제: 전세난 불 끈다면서...서울 신축 매입약정 고작 100여가구

•   파이낸셜뉴스(P1): 뜨거운 증시… 다시 불붙은 대체거래소 설립

•   파이낸셜뉴스: 잘려도 1분만에 달라붙는 신소재, 폴더블 디스플레이 새 장 열까

•   파이낸셜뉴스: 속도전에 집값 뛰자 속도조절… 오세훈 부동산정책 '안갯속'

•   파이낸셜뉴스: SK하이닉스, 낸드 사업 분사설에 "사실무근"

•   아시아경제(P1): 5~6월 車반도체 대란 절정…부품사 85% "경영난 심각"

•   아시아경제: "車반도체 부품 부족만 문제 아냐" 급행료+대금 회수 시차 '생태계 붕괴'

•   아시아경제(P1): [단독]반도체특별자금 1조원 조성…중소·중견 대출 1%P 금리 인하

•   아시아경제: 잔금대출 어쩌나…땜질처방에 시장 혼란만 가중

•   아시아경제: 들썩이는 1·2기 신도시…리모델링·재건축 훈풍

•   디지털타임스(P1): 어찌 이런 일이…집주인 稅떠안은 서러운 깡통전세 세입자

•   디지털타임스(P1): 모더나, 곧 국내 허가날 듯

•   이데일리(P1): 코로나發 경영난, 저소득 워킹맘들이 가장 먼저 잘렸다

※   한국은행: 코로나19가 가구소득 불평등에 미친 영향

•   이데일리(P1): 해외서는 확대 판매 중인 LG전자 '전자식 마스크'…국내선 '불투명'

•   이데일리(P1): [CB콜옵션 사각지대]사모펀드로 감시망 피했다

•   이데일리: 11년만의 4%대 성장 가능할까?…경제회복 가속도 Vs 코로나 변수 남아

•   이데일리: [단독]예고없이 미뤄진 ‘줍줍 규제’…유주택자만 신났다

•   이데일리: [생생확대경]김동연이 보여준 공감의 힘

•   이데일리: 두산중공업, 고비는 넘겼다…발전기자재 대장주 -대신

•   연합: 오늘 500명 안팎 예상…유행 정체국면속 '조용한 전파' 지속

•   연합: AZ백신 723만회분 14일부터 순차 반입…수급불안 해소되나

•   연합인포맥스: 'BBB' ㈜두산, 최대 800억 회사채 발행 추진…차환용 조달

•   서울파이낸스: [단독] 한국부동산원, 7월부터 새로운 집값 통계 적용

•   매일신문: [단독] 'AZ 접종' 상주시청 50대 공무원, 결국 사망

•   reNews: Offshore wind jobs are an 'economic driver' in Germany

•   에너지경제: [단독] 한전, 美증권거래위에 "요금규제시 재정 압박" 보고서 냈다

•   에너지경제: [단독] REC 현물가격 역대 최저가…태양광 전력판매, 전기 소비자 부담 가중 시장 재편

•   OilPrice.com: Big Oil Eyes Wave Of Buybacks After Blowout Earnings

•   OilPrice.com: OPEC’s Production Increases As Iran Ramps Up Output

•   OilPrice.com: Saudi Arabia's Covid Aid Comes At A Cost For India

•   MINING.com: BHP braces for strike at Chilean copper mines

•   MINING.com: China moves to cool rally as iron ore prices explode

•   전자신문(P1): GS-LG-SK, 이차전지 소재 승부 건다…M&A 등 대형 투자 착수

•   전자신문: [기획] 탄소중립 실현에 역할 '양수발전' 재조명...재생에너지 약점 보완

•   전자신문: [기획]양수발전소란?

•   전자신문: [기획]한수원, 지역과 상생하는 양수발전소 건설 앞장

•   전자신문: 녹록지 않은 풍력발전…올해 발전사업 허가심의 보류 18건

•   ZDNet Korea: "로봇과 함께 승강기 탄다"...서비스 로봇 상용화 바람

•   디지털데일리: 韓, 차량용반도체 '부릉부릉'…삼성전자 파운드리 '핵심'

•   DIGITIMES: UMC to raise quotes for 28nm process

•   DIGITIMES: TSMC, UMC and VIS post on-month revenue drops

•   Robot Report: 2021 perception sensor industry map: 75 companies to know

•   로봇신문: 중국 텐센트, 서비스 로봇 기업 '푸두로보틱스'에 투자

[Opinions]

•   Project Syndicate(Mariana Mazzucato, Rainer Kattel): Waking the Norwegian Green Giant

•   Project Syndicate(Barry Eichengree): Will the Productivity Revolution Be Postponed?

•   Project Syndicate(Junaid Nabi): Help India Now

•   FT(Editorial Board): A very different kind of supercycle

•   FT(Gideon Rachman): US-China rivalry drives the retreat of market economics

•   FT(Andrew Hill): Flexibility and fellow staff will pull us back to the office

•   FT(Charles Ellis): Joe Biden’s best bet is to close the federal tax gap

•   WSJ(Editorial Board): Joe Biden, Labor Economist

•   WSJ(Editorial Board): Taiwan and the WHO

•   WSJ(Editorial Board): Afghanistan’s Terror Future

•   WSJ(Jason Furman): Biden’s Latest Jobs Whopper

•   WSJ(Walter Russell Mead): Strengthen Asia to Weaken Beijing

•   WSJ(Gerard Baker): Britain’s Elections Offer Tea Leaves for the U.S.

•   WSJ(Christian Broda, Stanley Druckenmiller): The Fed Is Playing With Fire

•   NYT(Paul Krugman): Republicans Are Still Waging War on Workers

•   NYT(Jannick Malling): Who Wins in a Meme Stock World?

•   WP(Henry M. Paulson Jr., Erskine B. Bowles ): Biden should embrace a carbon tax

•   WP(Catherine Rampell): Americans just got a tax cut. But most of them don’t realize it.

•   WP(Henry Olsen): Britain’s Labour Party just collapsed in blue-collar England. Democrats should consider themselves warned.

•   WP(Jennifer Rubin): The biggest 2020 election surprise you probably never heard of

•   WP(John M. Barry): We cannot celebrate the end of covid yet

•   Bloomberg(Mohamed A. El-Erian): What Caused the Biggest Jobs Miss on Record?

•   Bloomberg(Bill Dudley): Markets Are In for an Interest-Rate Surprise

•   Bloomberg(Conor Sen): 7% Growth Looks a Lot Harder After the Jobs Report

•   Bloomberg(John Authers): Extreme Market Shocks Don't Fade So Easily

•   Bloomberg(Liam Denning): Don’t Tell Anybody, But Frackers Went on a Hiring Spree

•   Bloomberg(Liam Denning): Drivers May Be Their Own Worst Enemy in the Pipeline Hack

•   Bloomberg(Jonathan Bernstein): What’s So Great About Party Unity?

•   Bloomberg(Hal Brands): There’s a Right Way for a Superpower to Cut and Run

•   Bloomberg(Eli Lake): Why the Saudis Are Reaching Out to Iran

•   Bloomberg(Michael Schuman): China and Its Lenders Have to Join the Global Club

•   CNN(David A. Andelman): How to deal with a nuclear-armed Kim Jong Un (Opinion)

•   CNBC(Larry Hogan): A common-sense compromise on infrastructure bill

•   MarketWatch(Alicia H. Munnell): Biden’s plan to fully tax capital gains is good policy

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

•   Fox News(Nicole Saphier): Biden vs. Big Pharma – here's why waiving patent rights on COVID vaccines is a big mistake

•   Reuters(Clyde Russell): COLUMN-China's commodity imports present increasingly mixed picture

•   Global Times(Wang Wen): China’s green development shows self-restraint

•   Global Times(Martin Jacques): Why Chinese system can offer more choices than Western democracy: Martin Jacques

•   매경(조동철): 노동시장, 대학졸업장, 그리고 사교육

•   한경(사설): KDI 원장 선임 둘러싼 무수한 뒷말…홍장표 사양해야 마땅

•   한경(김종민): 리튬이온·전고체 배터리 강국 꿈꾸는 영국

•   조선비즈(연선옥): 석탄발전 전기 쓰는 전기차, 친환경차 맞나

•   중앙(최준호): 탈원전 방향 틀까…탄소중립 기대주로 떠오르는 소형원자로

•   중앙(이정훈): 부유식 해상풍력서 새로운 먹거리 찾고 초기 산업 주도해 세계시장까지 진출을

•   아시아경제(신진영): ESG 평가에 대한 이해