Business Intelligence Monitor 210513

(Introduction)

[Markets]

•   Global: Wall Street skids on inflation fears; USD, bond yields jump

•   한국: 코스피 연이틀 1%대 하락…외국인 이틀째 2조대 순매도

•   한국: 삼성전자 장중 7만원대 터치…간신히 지킨 '8만전자'

•   한국: '슈퍼사이클' 온다더니…반도체株 왜 이럴까

•   한국: 외국인과 연기금, 화학·철강 사고 반도체 팔았다

•   한국: 두산그룹주 맥 못 춰, 두산 5%대 두산퓨얼셀 두산중공업 3%대 하락

•   Taiwan: Taiwan Stocks Sink Most in 14 Months on Virus Woes, Tech Rout

•   Taiwan: Here’s What Analysts Are Saying About Taiwan’s Stock Plunge

•   Metals: Copper clings to gains near record high on demand hopes

•   Iron ore: Iron ore price hits new high on fears of short supply

•   Grains: Soybeans surge near 9-year high on tightening supplies

[Indicators]

•   US Q1 Household balance sheets: U.S. Households Borrow More Than Ever, Just Not on Credit Cards

•   US Apr. CPI: Consumer Prices Jumped as Economic Recovery Picked Up

※   WSJ: Inflation Hits a High Note

※   WSJ: Some, but Not All, of the Price Jump Is Transitory

※   WSJ: Inflation Data Test Fed’s Strategy and Outlook

※   WSJ: Fed’s Clarida ‘Surprised’ by Inflation Report, But Stresses Need to See More Data

※   Bloomberg: Inflation Surge Tees Up Political Peril for Biden Spending Plans

•   US Apr. Fiscal account: U.S. Ran Record $1.9 Trillion Budget Deficit in First Seven Months of Fiscal Year

•   US Weekly Mortgage rates·applications: Weekly mortgage refinance demand jumped on brief drop in rates

•   Eurozone Mar. Industrial production: Eurozone industrial production edges up in March

•   UK Q1 GDP: UK economy holds up during second wave of coronavirus

•   China Apr. New Yuan loans: China April loans fall more than expected as c.bank begins scaling back stimulus

•   한국 4월 고용: 4월 취업자 65만명↑ 6년8개월만에 최대…"고용회복 뚜렷"

※   중앙: 취업자 65만명 늘었는데, 3040에선 11만명 줄었다

•   한국 4월 금융시장 동향: 브레이크 없는 가계대출 4월 16兆 늘어 역대최대

•   Japan Mar. GDP(JCER est.): Japan's GDP grows 1.8% in March: JCER

•   Japan Mar. Coincident index: Government indicators show Japan's economy 'improving' in March

•   India Mar. Industrial production: Industrial production at 22.4 % in March, rises after 2 months

•   India Apr. CPI: April retail inflation eases to 4.29%; March IIP grows 22.4%: Govt data

•   India Apr. Fuel demand: Indian April fuel demand dips, coronavirus wave clouds outlook

•   Philippines Benchmark rates: Philippines Holds Rates Steady After Disappointing GDP Data

[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: As World Runs Short of Workers, a Boost for Wages—and Inflation

•   WSJ: What Does a Labor Shortage Mean for Unemployment Benefits?

•   WSJ: U.S. Tariffs Drive Drop in Chinese Imports

•   WSJ: China Weighs New Economic Envoy to U.S.

•   WSJ: CDC Panel Recommends 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: Republicans Reject Tax Increases After Biden Infrastructure Talks

•   WSJ: Colonial Pipeline Restarts Operations After Cyberattack

•   WSJ: U.S. Gas Prices Hit $3 a Gallon as Shortage Sets in Amid Colonial Pipeline Shutdown

•   WSJ: Fed Officials Hold Steady on Message That They Will Hold Policy Steady

•   WSJ: Strong U.S. Economy, Stimulus Spurs Migrants to Send Billions of Dollars Home

•   WSJ: Mexico Invalidates Union Vote at GM Plant

•   WSJ: As India Hunkers Down to Fight Covid-19, Its Wounded Economy Braces for More Pain

•   WSJ: Death Toll Rises as Israel-Hamas Fighting Intensifies

•   WSJ: What’s Behind the Escalating Israeli and Palestinian Conflict?

•   WSJ: Inquiry Into Early Covid-19 Response Finds WHO Delays but Spares China

•   WSJ: Oil Glut Returns to Near Pre-Pandemic Levels

※   IEA: Oil Market Report - May 2021

•   WSJ: Facebook-Backed Digital Currency Project Revamps to Address U.S. Regulators’ Concerns

•   WSJ: Most Toyotas Will Still Use Gasoline in 2030, Company Says

•   WSJ: Amazon Wins Appeal Over $300 Million EU Tax Bill

•   WSJ: Volvo Cars to Explore Possible IPO

•   WSJ: Boeing Nears Fix for 777 Engine Covers

•   WSJ: WeWork CEO Says Workers Who Want Back Into the Office Are the Most Engaged

•   NYT: Violence in Israel Challenges Biden’s ‘Stand Back’ Approach

•   NYT: A US Envoy is Heading to the Middle East to Urge Calm Between Israel and Palestinians

•   NYT: As Gaza conflict heightens, a wave of Arab unrest spreads across Israel.

•   NYT: Republicans Oust a Defiant Cheney, Confirming Trump’s Grasp on the Party

•   NYT: Climate Change Is Making Big Problems Bigger

•   WP: Women are struggling to return to work in the pandemic economy. Here’s why.

•   WP: Expert panel says mistakes led to coronavirus pandemic, but stops short of holding countries, leaders to account

•   WP: Uruguay, once a coronavirus model, struggles against a deadly wave

•   WP: In Iraq, powerful militias assassinate protesters with impunity

•   WP: A sweeping coronavirus lockdown in Turkey sets off arguments and economic anxiety

•   WP: IBM says new ultradense microchip might one day quadruple your cellphone’s battery life

•   FT: Signs of inflation emerge as Chinese producer prices leap

•   FT: European Commission upgrades economic forecasts

※   European Commission: Spring 2021 Economic Forecast: Rolling up sleeves

•   FT: Looming policy clashes to cloud economic forecast

•   FT: Johnson looks at swift easing of homeworking rules in England

•   FT: Boris Johnson announces Covid inquiry to start next spring

•   FT: Pandemic ignites UK’s strongest start-up boom in a decade

•   FT: New index to track progress of UK’s ‘levelling up’ agenda

•   FT: Climate activists bring legal challenge over UK oil and gas strategy

•   FT: US accuses China of operating ‘open-air prison’ in Xinjiang

•   FT: Shift to electric vehicles poses threat to US union jobs

•   FT: Biden under pressure to produce US trade strategy for Asia

•   FT: Kurdish activists remain resilient despite Erdogan’s crackdown

•   FT: Scientists probe impact of Indian Covid variant on vaccine efficacy

•   FT: Companies prepare share buyback bonanza as profits surge

•   FT: Markets weigh prospect of new commodities supercycle

•   FT: Samsung braces for challenge from US and China in global chip wars

•   FT: Glencore boss warns of future China dominance in electric vehicles

•   FT: How China is shaping the future of shopping

•   FT: Emotion recognition: can AI detect human feelings from a face?

•   FT: Canada optimism high for consumer-led recovery

•   FT: Soaring house prices stoke fears of Canada ‘cost of living crisis’

•   FT: Canada’s oil dependence tests Trudeau’s green ambitions

•   FT: Clean tech offers breath of fresh air for carbon-reliant Canada

•   FT: Ag-tech plants seeds of hope as Canada farm outlook brightens

•   FT: Electric vehicle shift poised to transform Canada’s miners

•   BBC: Myanmar coup: Firms quit office block with military ties - BBC News

•   Bloomberg: Economists Struggle to Forecast U.S. Recovery With Huge Misses

•   Bloomberg: Obama, Biden Economists in Conflict on Inflation Jump, Spending

•   Bloomberg: Trade Chief, Key Lawmaker Call for Update of U.S. Tariff Tools

•   Bloomberg: U.S. Sanctions Chinese Official as It Decries Rights Violations

•   Bloomberg: Manchin, Other Democrats Back Eliminating Carried Interest

•   Bloomberg: ECB Pandemic Bond Compromise May Be Helped by Summer Liquidity

•   Bloomberg: India’s New Covid Cases Have Peaked, Cambridge Tracker Shows

•   Bloomberg: Virus Strain Behind Deadly India Outbreak Detected in 44 Nations

•   Bloomberg: Businesses Offer Employees Time ‘to Heal’ as Virus Ravages India

•   Bloomberg: Chinese Shot Takes Controversial Path to Vaccinating the World

•   Bloomberg: Brazil Is Running Out of Ingredients for Astra, Sinovac Shots

•   Bloomberg: Africa Covid Hit Income of Three in Four Africans, PERC Survey Shows

•   Bloomberg: Vietnam Sees Rising Remittances Aiding Currency in Growth Push

•   Bloomberg: IMF, Zambia Bailout Talks To Resume After Zambia Implements Measures, Policies

•   Bloomberg: Muni Sales for New Projects Hit 10-Year High as Economy Revives

•   Bloomberg: Traders Ratchet Up Fed-Hike Bets for 2022 on Hot Inflation

•   Bloomberg: Hot Inflation Reading Heightens Fed Guessing Game: Traders React

•   Bloomberg: Bitcoin Isn’t Behaving as an Inflation Hedge. Its Move Still Makes Sense

•   Bloomberg: SoftBank’s Masayoshi Son Not Racing to Join Tesla Buying Bitcoin

•   Bloomberg: No Real Sign of Inflation Risk in World Economy, Maersk CEO Says

•   Bloomberg: ‘Transition Washing’ Is the New Green Bond Dodge: Green Insight

•   Reuters: German cabinet agrees more ambitious CO2 cuts before September election

•   Reuters: Norway drops AstraZeneca vaccine, J&J remains on hold

•   Reuters: WHO reviewing Vietnam proposal to produce mRNA COVID-19 vaccines

•   Reuters: Myanmar protesters decry arrests, beatings as junta fights for control

•   Reuters: Chernobyl staff record rise in nuclear activity within safe limits

•   Reuters: EXCLUSIVE Qatar pivots to LNG-hungry China in strategy shift

•   Reuters: Too cold to handle? Race is on to pioneer shipping of hydrogen

•   Reuters: EXCLUSIVE Tesla seeks entry into U.S. renewable fuel credit market - sources

•   Reuters: BMW plans limited series hydrogen fuel cell SUV in 2022

•   Reuters: Analysis: S.Korea’s COVID-19 vaccine shortages overshadow Moon-Biden summit

•   AP: EXPLAINER: How COVID-19 vaccines will work for kids in US

•   AP: EXPLAINER: Why are fears of high inflation getting worse?

•   AP: Analysis: Violence upends Biden's Israel-Palestinian outlook

•   CNN: Why Americans are panic buying fuel -- and why you shouldn't

•   CNN: The Colonial Pipeline attackers wanted money. Should companies pay?

•   CNN: Hackers paralyzed a pipeline. Banks and stock exchanges are even bigger targets

•   CNN: Investors may have misjudged the recovery summer

•   CNN: US agrees to lift Trump-era ban on China's Xiaomi

•   CNBC: CDC says 28 blood clot cases, 3 deaths may be linked to J&J Covid vaccine

•   CNBC: Top U.S. and Russian diplomats will meet next week in Iceland

•   CNBC: Biden signs executive order to strengthen cybersecurity after Colonial Pipeline hack

•   CNBC: As India resists calls for a national lockdown, one economist says states should decide

•   CNBC: Global chip shortage could last until 2023

•   CNBC: Cramer: Here’s how investors should be positioned after April’s hot inflation data

•   MarketWatch: There is a ‘super sale’ in Big Tech and other ‘high-quality’ stocks, says this fund manager

•   SCMP: China is relaxing its rules on household registrations

•   SCMP: Anonymous Xinjiang report attracts angst, agreement in questioning ‘genocide’ definition

•   SCMP: India envoy asks China to help stop price surging of Covid-19 supplies

•   SCMP: China debt: Beijing urged to use ‘window of opportunity’ to tackle leverage following coronavirus recovery

•   SCMP: US-China tech war helps drive Taiwanese semiconductor investment in mainland, despite tensions

•   SCMP: China-Australia relations: coal shipments continue but remain stuck off Chinese coast amid ban

•   Nikkei Asia: Toyota shifts gears in 'kaizen' drive to blunt global chip shortage

•   Nikkei Asia: Japan stimulus payments went to savings, not spending

•   Nikkei Asia: Japan passes laws to set up digital policy agency in September

•   Nikkei Asia: Japan to restart nuclear reactor beyond 40-year limit in June

•   Nikkei Asia: Mitsui to build megasolar farm in Philippines with local partner

•   Nikkei Asia: Analysis: China's 'wolf warriors' take aim at G-7

•   Mainichi: Chip shortage forces Subaru to cut global output by 61,000 vehicles

•   Economic Times: India adds 12.1 GW power generation capacity in FY21; renewable space constitutes 64 pc: Report

•   Economic Times: India's decision on Huawei is its sovereign one: US

•   Mint: India's GDP to grow 7.5% in 2021, outlook fragile: UN

•   Mint: Why India’s second wave has been deadlier, explained in five charts

•   Mint: Transmission of coronavirus through water is not a concern, say experts

•   Mint: India, EU set to resume free trade agreement talks soon, says official

•   매경(P1): 앞으로 10년…ESG와 금융주의 시간이 온다

•   매경: "인플레이션 금방 지나갈것…미국 증시투자비중 늘려라"

•   매경: 고종완 "서울 집값 어깨 넘어…추격매수 위험"

•   매경: "코로나로 화폐가치 떨어져 자산 지키기 중요성 커져"

•   매경: "제2의 테슬라 찾는 투자자들, 현대차 주목하라"

•   매경(P1): 韓·이스라엘 FTA…자동차·車부품 무관세

•   매경: "이스라엘, 아시아서 첫 FTA…韓, 걸프경제권에 교두보 확보"

•   매경: 소부장도 무관세 혜택…K반도체 원가경쟁력 확보

•   매경: '창업대국' 이스라엘과 공동연구도 2배로

•   매경(P1): [단독] "올해도 집값 상승" 결론 내놓고…꼭꼭 숨긴 국책연구원

•   매경: 쿠팡 김범석발 역차별 논란에…낡은 규제 풀랬더니, 총수지정 더 강화?

•   매경: 헛발질 정부 거래세 중과, 양도세 안풀면 하반기 전세난 불보듯

•   매경: "집세 내면 저축 0원"…심상찮은 '전세의 월세화'

•   매경: [文정부 4년] 코로나에도 GDP '톱10' 진입 성과…일자리 부동산은 미흡

•   매경: "官주도 재정지출 줄이고, 기업중심 경제 회복을"

•   매경: 코로나19 1년, 회사 떠나거나 버티거나

•   매경: 직장인 10명 중 3명 "코로나로 회사 위기"

•   매경: 허창수 전경련 회장, B7정상회의 참석

•   매경: 삼성SDI, 美 전기차·ESS 배터리 공략 잰걸음

•   매경: 전기차 보조금 '초비상'…승용차 화물차 이어 승합차까지 조기소진 우려

•   매경: LG-GM, 폐배터리 재활용시장 진출

•   매경: 화이자백신 2차 접종한 80대, 의식 잃고 1시간여만에 숨져

•   매경: [Biz Focus] 후계자 승계에서 가족기업이 빠지기 쉬운 '세가지 함정'

•   매경: [Books&Biz] 정리해고 후 꽁꽁 숨는 리더…위기상황 대처 능력 '낙제점'

•   한경(P1): "100조弗 ESG 투자 기회 열린다"

•   한경: "물류·데이터센터·암호화폐…코로나 위기서 살아남은 자산 주목"

•   한경: "美 경제 '번영의 시간'…리스크 관리 필요성은 더 커져"

•   한경: "채권보다 헤지펀드 인덱스가 유망"

•   한경: "환경 지키고 수익성도 잡는다…기후·그린에너지 관련 기업 유망"

•   한경: "사모펀드들 양질의 자산 많아…세컨더리 투자시장 주목해야"

•   한경: "기관들 실탄 충분…美 리츠 주가, 더 오를 수 있다"

•   한경(P1): 종부세 대상 100만명 시대…중산층에도 '징벌적 과세'

•   한경: 4년前 '상위 0.6%'만 내던 종부세…문재인 정부 들어 대상 3배 늘었다

•   한경: "소득 없는 80세 노부모도 건보료 '폭탄'…월 22만원 낼 판"

•   한경: 선진국 부동산 세제 보니…美의 주택 보유세는 살 때 가격으로 부과

•   한경(P1): 암호화폐 범죄 피해액 1조

•   한경: 무디스 "韓 국가채무 역사적으로 높은 수준"…신용등급은 Aa2 유지

•   한경: 경영계에 공들이는 신임 고용부 장관

•   한경: 글로벌 기업 60% 코로나 전보다 순익 늘었다

•   한경: ESG에 꽂힌 롯데, 수소사업 뛰어든다

•   한경: MSCI지수 제외 종목…공매도는 알고 있었다

•   한경: 노무라 "코스피 내년에 3800 간다…하반기부터 업사이클"

•   서경(P1): 7월부터 새 거리두기···8명 모임 가능할까

•   서경(P1): [시그널] 국민연금, 해외 사모투자 인력 3배 늘린다

•   서경: [시그널] 국민연금, 사모투자 2배 늘려 60조로···"신산업에 기회 줄 것"

•   서경(P1): 문턱 낮추는 보금자리론···집값 상한 6억 → 9억 확대

•   서경: [단독]최태원 등 '반도체·배터리 사절단', 한미 정상회담 동행한다

•   서경: "뉴 하이드로젠 시대···수소 생산서 저장·운송까지 '민간 주도 생태계' 시급" [서울포럼 2021]

•   서경: '수전해 기술' 선진국 60~70% 수준···산학연 유기적 협업 절실 [서울포럼 2021]

•   서경: 대학에 수소학과 신설, 맞춤형 산학협력대학도 적극 고려를 [서울포럼 2021]

•   서경: 재계와 소통나선 문승욱 장관 "이청득심으로 산업계 목소리 귀기울이겠다"

•   서경: 멕시코 30조 인프라 사업···국내기업 진출 교두보 구축

•   서경: 젊어진 상의 회장단 "기업이 변화 구심점 돼야"

•   서경: 삼성·LG, 백신휴가제 도입...민간 대기업 본격 확산

•   서경: "백신 위탁생산, 사실 아니다”···삼성바이오, 일부 보도 부인

•   서경: 공업·건설·상사···회사이름서 '업종'이 사라진다

•   서경: 5%룰' 위반 시 과징금 강해진다

•   서경: "7월 3기 신도시 사전청약 차질없게"···LH, 준비 본격화

•   서경: 법안 처리 지연에···‘2·4 공급대책’ 일정도 차질

•   조선(P1): 與 “재산세·거래세 인하 검토”

•   조선: 안 오르는 게 없다… 원유 285%, 구리 100%, 항공운임 50% 폭등

•   조선: 집값도 과열… 미국·독일·러시아 1년새 10% 이상 뛰어

•   조선: 현대重 파업, 삼성디스플레이는 파업 위기… 노사 갈등도 변수

•   조선: “2차도 아스트라인가요?” 13만 청년 딜레마

•   조선: 백신 맞은 의료진 88%가 통증·발열… “그래도 접종 혜택이 더 크다”

•   조선: 영국인은 83%가 “코로나 백신 안전”… 초기 방역 잘한 대만·한국은 30%대

•   조선비즈: IT업계 연봉인상 광풍에 인건비 부담 가중…네이버·카카오發 주식 보상 대안으로

•   조선비즈: LG이노텍, 전장 중심 사업 재편 본격화…中 LED 법인 청산·韓 설비 매각

•   TV조선: [단독] 이상반응 신고 뒤 32명 숨져…'백신 접종후 사망' 통계선 누락

•   중앙(P1): "비메모리 반도체 지원" 24년전에도 정부는 똑같이 말했다

•   중앙: 한국, 잘하는 메모리에 집중하면서 차·AI 반도체 키워야

•   중앙: 미국·대만 ‘군사·외교 밀월’ 그 뒤엔 반도체 세계 1위 TSMC

•   중앙: 한·미·일 협력 복원…‘한·일 카운슬러’ 바이든 또 나선다

•   동아(P1): [단독]백신 ‘美 원천기술 + 韓 생산능력’… 정상회담서 파트너십 논의

•   동아(P1): [단독]박지원, 日총리 만나 “한일 지금처럼은 안돼”

•   동아: 백신 부족에… 텅 빈 접종 대기석

•   동아: 서울 ‘상위 1%’ 아파트 공시가 4년새 15억→27억

•   문화(P1): [단독]유은혜 “9월 모든 학교 등교수업할 것”

•   문화: “韓, 코로나이전 일상회복 기대감 가장 낮은 국가중 하나”

•   문화: 업계 “mRNA 백신 국내 위탁생산 가능성 크다”

•   한국(P1): "기후변화 방치하면 코로나19 팬데믹 같은 재앙 반복"

•   세계(P1): “탄소중립, 한국산업 성장 기회 삼아야” [2021 세계에너지포럼]

•   머니투데이(P1): 반도체-백신확보 전쟁, 정치권 압박에 삼성 '한숨'

•   머니투데이(P1): 한화 9조원 그린뉴딜 프로젝트, 산은이 5조원 댄다

•   머니투데이: K원전 '부활의 열쇠' 되나…'스마트원전' SMR에 거는 기대

•   머니투데이: '탄소중립 치트키' 스마트원전, 그린수소와도 찰떡궁합

•   머니투데이: 기후전쟁 이끄는 美 "원전시장 키워야…SMR, 일자리에 도움"

•   머니투데이: D램 매출 '1분기 9%·2분기 20%'...삼성·SK하이닉스, 슈퍼호황 시동

•   머니투데이: 구리 가격 폭등, 동박 업체가 웃는다? "영향 있지만…"

•   머니투데이: 백신 라인도 없는데…삼바 코로나 백신으로 주목받는 이유

•   머니투데이: 외인 4.1조 vs 개미 800억…공매도 제도 개선, 뜻대로 됐다?

•   헤럴드경제(P1): 원자재發 인플레 압박 커진 자산시장

•   헤럴드경제(P1): 한은 “가상자산 계좌 모니터링 검토”

•   헤럴드경제: 고용·소득에 주거까지 불안...MZ세대 ‘분노 경제’ 키운다 [창간 48주년 MZ세대를 엿보다 ②정책 영향력]

•   헤럴드경제: “90년생 공무원이 왔다”...출세보다 워라밸! [창간 48주년 MZ세대를 엿보다 ②정책 영향력]

•   헤럴드경제: 대기업 초임 28년 모아야 아파트 한 채...자산가격 버블 속 웃음거리 된 ‘노동소득’ [창간 48주년 MZ세대를 엿보다 ②정책 영향력]

•   파이낸셜뉴스: 수도권 빠진 3차 도심공공개발, 대구·부산 4곳에 1만가구 공급

•   파이낸셜뉴스: MZ '집도 못 사는데'…고가 매트리스·와인 소비 급증 [MZ세대의 플렉스 소비]

•   파이낸셜뉴스: 스마트폰 떼낸 LG전자, 상반기 영업익 첫 3조대 부푼 기대감

•   아시아경제(P1): 글로벌 특허 괴물, 삼성전자 반도체까지 노린다

•   아시아경제: 급증하는 글로벌 특허 소송…다음 타깃은 '자율주행기술'

•   아시아경제(P1): [플랫폼의 갑질]'야놀자'의 수수료 바가지…방값 30% 꿀꺽

•   아시아경제: [플랫폼의 갑질]거대 플랫폼의 그림자…잡지도 놓지도 못하는 소상공인

•   아시아경제: 입주 '뚝' 이주 '쑥'…올 여름 서울 전세 시장이 불안하다

•   이데일리: 철광석 가격 급등에 산업계 곳곳서 ‘비명’

•   이데일리: 통화정책 불신 키운 한은 '2% 물가목표제' 공수표

•   이데일리: 임시선박에 전세기 투입도'…"수출 도와라" 물류대란 해소 총력전

•   이데일리: '똘똘한 한채' 인기 여전…거래절벽에도 대형 아파트는 강세

•   연합: 오늘 700명 안팎…감소세 더딘데 변이 확산하고 이동량은 증가

•   연합: 구미에 로봇 직업혁신센터 착공…전문인력 양성

•   더구루: [단독] 두산, 美 전기중장비 시장 진출...바이든 정책 효과

•   더구루: 두산중공업, 포스코건설 '바르샤바 폐기물 소각로' 사업 참여

•   노컷뉴스: [단독]'원전 수사' 핵심 피의자 채희봉, 수사심의위 소집 불발

•   LG헬로비전: [단독] 장흥 수소연료전지발전소 용량, 소리소문 없이 감축

•   Power Engineering: Gas-fired power loses ground to coal, renewables for summer generation, EIA predicts

•   Renewables Now: Global hydrogen electrolyser pipeline totals 213.5 GW

•   에너지경제: 송영길 민주당 대표, 탈원전 당 노선 바꿀까…"신한울 3·4호기 재개 소신 추진 가능성"

•   에너지경제: 탄소인증에 울며 겨자 먹는 태양광 발전사업자…대기업 모듈 과점 피해 우려

•   에너지경제: LNG 발전, 석탄발전 감축 대체 역할 톡톡히 해냈다

•   에너지데일리: [초점] “핀란드가 미래 배터리 산업 주역으로 부상하고 있다”

•   KHL: Construction’s top ten OEMs revealed

•   KHL: Caterpillar’s new sustainability goals

•   OilPrice.com: Iran's Return To Oil Markets Is Imminent

•   OilPrice.com: The Oil Pipeline That Will Expand China's Influence In Africa

•   MINING.com: Analysts not convinced the iron ore price run has legs

•   전자신문(P1): 삼성, 세계 가전시장 '비스포크' 승부수

•   전자신문: [이슈분석]작년 적자만 '8500억'…위기의 외국계 완성차 3사

•   전자신문: [이슈분석]車 공장 멈추는데 '노조 리스크' 커져…올해도 '첩첩산중'

•   전자신문: 갈 곳 잃은 내연기관차 부품사...정부, 미래차 대응 지원 나선다

•   전자신문: “옷 위에 디스플레이 구동”…'OLED 전자 섬유' 나왔다

•   ZDNet Korea: 정부, 부유식 해상풍력 재생에너지 미래 먹거리로 키운다

•   ZDNet Korea: 코로나 비상 걸린 인도…삼성·LG도 초비상

•   DIGITIMES: PC component sales may be hit by second-hand products from cryptominers in 2H21

•   DIGITIMES: Chipmakers see customers turn cautious about placing orders

[Opinions]

•   Project Syndicate(Eric Posner): Long Live the Imperial Presidency?

•   Project Syndicate(Palitha Abeykoon, Maha El Rabbat, David Nabarro): What It Will Take to Overcome the Pandemic

•   Project Syndicate(Deirdre Nansen McCloskey, Alberto Mingardi): Industrial Planning Did Not Deliver the COVID Vaccines

•   FT(Editorial Board): Crypto’s prime time prompts watchdog’s glare

•   FT(Editorial Board): The risk of a new Middle East war

•   FT(Robert Shrimsley): Labour’s problem is that Keir Starmer is no Tony Blair

•   FT(Gillian Tett): Radical transparency will help vaccinate the world

•   FT(Ben Hall): EU is the vaccine good guy that manages to look like the villain

•   FT(Pedro Sánchez): Intellectual property must not be an obstacle to fair vaccine supply

•   FT(Michael Peel): EU plays catch-up on vaccines and hails its export programme

•   FT(Nicholas Gruen): Central banks get serious on digital currencies

•   WSJ(Editorial Board): Xi Jinping’s Achilles Heel

•   WSJ(Editorial Board): A Time Bomb for the 2022 Elections

•   WSJ(Editorial Board): A Jolt for White House Economists

•   WSJ(Editorial Board): Hamas Tests Israel—and Biden

•   WSJ(Phil Gramm, Mike Solon): The Biden Tax Mirage

•   WSJ(Andy Puzder, Diane Black): Who Really Pays for ESG Investing?

•   NYT(Thomas L. Friedman): The Trump G.O.P.’s Plot Against Liz Cheney — and Our Democracy

•   NYT(Nicholas Kristof): Should U.S. Condition Aid to Israel on Reducing Conflict?

•   NYT(Thomas B. Edsall): There’s an Exodus From the ‘Star Cities,’ and I Have Good News and Bad News

•   NYT(Rula Salameh): Why So Much Rests on the Fate of a Tiny Neighborhood in East Jerusalem

•   NYT(Peter Wehner): In Liz Cheney vs. Donald Trump, Guess Who Won

•   WP(Editorial Board): No, the economic recovery is not a bust — yet

•   WP(David Ignatius): Middle East countries are learning to ‘build back better’

•   WP(Paul Waldman, Greg Sargent): Biden is reaching out to Republicans. But his real target is Joe Manchin.

•   WP(Jason Rezaian): Don’t believe the wild rumors on the Iran talks. Here’s the real story.

•   Bloomberg(Mohamed A. El-Erian): U.S. Economy Is Evolving. So Should the Fed.

•   Bloomberg(Bill Dudley): The Days of Low Treasury Yields Are Numbered

•   Bloomberg(Brian Chappatta): Credit Cards Are Poised to Turbocharge Inflation

•   Bloomberg(John Authers): Brexit Chaos Gone, the U.K. Is Too Cheap to Ignore

•   Bloomberg(Marcus Ashworth): Wall Street Has a Bond Sale Problem

•   Bloomberg(Shuli Ren): Ray Dalio Was Right About Going In on China’s Untamed Markets

•   Bloomberg(Liam Denning): Colonial Pipeline's Cyberattack Isn’t Just a Tech Problem

•   Bloomberg(Jim Bianco): A New Global Monetary Order Threatens the Dollar

•   Bloomberg(Karl W. Smith): Inflation Is Not Just Inevitable, It’s Part of the Fed’s Plan

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Biden’s $6 Trillion Spending Program Isn't Welfare

•   Bloomberg(Andreas Kluth): Here’s How Good Climate Policy Could Go Bad

•   Bloomberg(Mark Gilbert): Hedge Funds Are Guarding Against a Bond Tantrum

•   CNN(Michael D'Antonio): Just like Michael Cohen, the GOP are Trump's 'fixers' (Opinion)

•   CNN(Jill Filipovic): Biden's big edge over Trump

•   CNN(Aaron David Miller, Daniel Kurtzer): Battle between Israel and Hamas is an unwelcome surprise for Biden

•   MarketWatch(Paul Brandus): Biden’s infrastructure plan has hit some potholes

•   MarketWatch(Peter Morici): Industrial policy and Fed policy are the keys to confronting inequality and China

•   MarketWatch(Daniel Newman): This selloff in tech is irrational — even more so than last year’s climb

•   MarketWatch(Michael Brush): How to use ESG to pick the winning stocks in risky emerging markets

•   MarketWatch(Cullen Roche): You shouldn’t freak out over the CPI report — but this is what the Fed should do

•   Fox News(Tucker Carlson): The White House approves gasoline shortage, it's their Green New Deal

•   Fox News(Michael Goodwin): Israel faces war on two fronts – from Hamas and the Biden White House

•   Fox News(David Bossie): Buckle up for Biden's next big crisis – our economy is in peril thanks to his radical agenda

•   Reuters(Mike Dolan): Peaky markets more durable than they look

•   Reuters(John Kemp): China’s productivity more important than its ageing population

•   Reuters(Andy Home): Signs of investor vertigo as copper hits record highs

•   서경(사설): 수소 경제 선도 위해 탈원전 접고 SMR 적극 지원하라

•   서경(현정택): 도지코인과 김치 프리미엄

•   아시아경제(황준호): 자발적 ESG를 위하여