Business Intelligence Monitor 210514

(Introduction)

[Markets]

•   Global: U.S. stocks rebound after rout, bond yields dip

•   한국: 코스피, '미국발 인플레 공포' 1.25% 하락 3.122 마감

•   한국: 외국인 사흘새 6조 내던졌다 …개미 '줍줍' 언제까지?

•   한국: ‘K반도체 벨트’ 구상에도···소·부·장株 털썩

•   한국: 미국發 인플레 공포···韓국고채 금리 올 최고

•   Metals: Firm dollar, slowing China loan data weigh on copper

•   Iron ore: China iron ore price plunges nearly 10% after a record-setting rally

•   Grains: Corn tumbles on profit-taking, bearish USDA data; soy, wheat follow

•   Cryptocurrency: Bitcoin ($BTC USD) Cryptocurrency Price Drops as Musk Calls Energy Use ‘Insane’

[Indicators]

•   US Apr. PPI: U.S. Producer Prices Top Forecasts, Adding to Inflation Pressure

•   US Weekly Jobless claims: U.S. Jobless Claims Fall to Another Pandemic Low

•   China Apr. FDI: China's Jan-April direct foreign investment up 38.6% -commerce ministry

•   한국 3월 통화 및 유동성: 3월 유동성 12년 만에 최대폭 증가

•   한국 4월 수출입물가: 4월 수입물가 5개월 만에 하락…환율·유가 영향

•   한국 4월 외국인 증권투자 동향: 지난달 외국인 국내 주식 6700억 순매수

•   한국 주간 아파트 가격(부동산원): 전국 아파트 매달 1%씩 올랐다…서울 전세 97주째 상승

•   Japan Mar. Current account: Japan's FY 2020 travel surplus down 89% due to virus travel bans

•   Japan Apr. Corporate bankruptcies: Japan sees fewest bankruptcies in 50 years for April

•   Japan Apr. Economy Watchers sentiment: Japan's economy watcher sentiment logs biggest fall in 13 months

•   Chile Benchmark rates: Chile Keeps Record-Low Rate as Recovery and Inflation Revive

•   Mexico Benchmark rates: Mexico's central bank holds rates, some see hikes coming

[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: Fully Vaccinated People Can Stop Wearing Face Masks, Physical Distancing in Most Settings, CDC Says

•   WSJ: With Busy Airports and Restaurants, U.S. Moves Closer to Full Reopening

•   WSJ: Blood Expert Says He Found Why Some Covid-19 Vaccines Trigger Rare Clots

•   WSJ: Scientists Call for Deeper Investigation Into Covid-19 Origin

•   WSJ: Colonial Pipeline Said to Pay Ransom to Hackers Who Caused Shutdown

•   WSJ: Why the Colonial Pipeline Shutdown Is Causing Gas Shortages

•   WSJ: Fed’s Waller Says Inflation Jump Likely Temporary, Urges Patience

•   WSJ: In These Housing Markets, Inventory Nearly Vanished During Covid

•   WSJ: Biden Asks Republican Senators to Bring Him Reworked Infrastructure Proposal

•   WSJ: China’s People Problem Swings From Too Many to a ‘Decline That Sees No End’

•   WSJ: When the World’s Best-Performing Stock Market Takes a Dive

•   WSJ: Amazon, McDonald’s, Others Woo Scarce Hourly Workers With Higher Pay

•   WSJ: Amazon Hiring 75,000 Workers, Offering Some $1,000 Signing Bonuses

•   WSJ: Empty Lots, Angry Customers: Chip Crisis Throws Wrench Into Car Business

•   WSJ: Elon Musk Says Tesla Has Suspended Accepting Bitcoin for Vehicle Purchases

•   NYT: How Mask Guidelines Have Evolved

•   NYT: ‘I just got my vaccine’: The U.S. rollout begins for children ages 12 to 15.

•   NYT: Many Unvaccinated Latinos in the U.S. Want the Shot, New Survey Finds

•   NYT: As Gaza War Escalates, New Front Opens in Israeli Cities

•   NYT: For Israel and Hamas, Hard Choices Before Any Talks Could Begin

•   NYT: Gaza’s Rockets: A Replenished Arsenal That Vexes Israel

•   NYT: Inflation Is Here. What Now?

•   NYT: As Trillions Flow Out the Door, Stimulus Oversight Faces Challenges

•   NYT: As Economy Wobbles, Biden Stays Focused on Longer Term

•   WP: Unemployment benefits could be cut for 1.9 million people as GOP seeks to end aid

•   WP: Biden announces $7.4 billion to hire more public health workers amid pandemic

•   WP: Widespread blackouts hit Taiwan after power plant trips

•   FT: How mRNA became a vaccine game-changer

•   FT: Brexit disruption forces German exporters to think again

•   FT: Pressure grows on EU and UK to solve Northern Ireland trade dispute

•   FT: UK officials ‘anxious’ over spread of Indian variant, Johnson warns

•   FT: UK trade unions call on investors to tackle boardroom pay

•   FT: Route to Biden infrastructure plan runs through West Virginia

•   FT: Pentagon delays report on Chinese companies with military ties

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

•   FT: Biden’s guarded approach to Israel tested by violence

•   FT: How India’s Covid-19 crisis diminished Narendra Modi

•   FT: Watchdog turns on Polish government over coronavirus election

•   FT: Myanmar’s parallel finance minister warns it will not honour junta debts

•   FT: Roche chief compares waiving vaccine patents to East German nationalisation

•   FT: Stablecoin strife: crypto assets face calls for tougher oversight

•   FT: Airbnb says customers paying higher prices as travel demand rises

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

•   FT: Cross-border deals need broad skills in time of trade war and pandemic

•   Bloomberg: Fed Officials Have Six Reasons to Bet Inflation Spike Will Pass

•   Bloomberg: Progressives Split on Powell’s Renomination to Fed Chair

•   Bloomberg: Stephanomics: What’s Really Behind the Great 2021 Inflation Debate (Podcast)

•   Bloomberg: Biden’s Trillions Test Economists Weighing Bang for the Buck

•   Bloomberg: Biden Says Israel Hasn’t Overreacted to Gaza Rocket Attacks

•   Bloomberg: Vaccine Hesitancy Rose in EU After Pause in AstraZeneca Shots

•   Bloomberg: How Do ECB Chiefs Invest Their Own Cash? Not Very Sustainably

•   Bloomberg: BOE’s Bailey Says Crypto Popularity Could Be ‘Warning Sign’

•   Bloomberg: U.K. Estate Agents Plead for More Supply as Housing Boom Rages

•   Bloomberg: Myanmar Extends Martial Law to Mindat in Chin State as Unrest Grows

•   Bloomberg: Philippines Eases Manila Covid Movement Curbs as Economy Remains in Recession

•   Bloomberg: Modi Ally Tries to Quash Reports on India’s Deadly Covid Crisis

•   Bloomberg: CEOs Criticize Japan’s Slow Vaccine Push, Saying Growth at Risk

•   Bloomberg: ‘Covid Zero’ Havens Find Reopening Harder Than Containing Virus

•   Bloomberg: Bank of Canada Says Complete Recovery Needed to Withdraw Support

•   Bloomberg: Canada Goose Falls on Spending Plans Despite Upbeat Forecast

•   Bloomberg: The U.S. Housing Market Is Hot. Canada’s Is Even Hotter

•   Bloomberg: Brazil’s Currency to Strengthen With Reforms, Economy Chief Says

•   Bloomberg: Mexico Flags U.S. Food-Plant Labor Concerns in Trade Tit-for-Tat

•   Bloomberg: Central Banker Expects Significant Damage From Colombian Unrest

•   Bloomberg: Wall Street Can’t Agree If Inflation Is Good or Bad for Stocks

•   Bloomberg: Gasoline Pinch May Grind On for Week or More Amid Truck Shortage

•   Bloomberg: MSCI China Enters Bear Market After Tech Selloff

•   Bloomberg: Lumber Prices Hover Below Record in Wild Trading as Demand Roars

•   Bloomberg: Asian Cities Face Greatest Environmental Risks, Report Shows

•   Bloomberg: How TikTok Works, and Does It Share Data With China? Foundering Podcast Ep 5

•   Reuters: Delaying second COVID-19 vaccine doses can help reduce deaths - study

•   Reuters: Top scientists question the need for COVID-19 booster shots

•   Reuters: Biden says East Coast fuel shortages to end in days as pipeline reopens

•   Reuters: U.S. trade chief: new legal tools needed to combat future China threats

•   Reuters: Germany’s 2021 election and why it matters to markets

•   Reuters: Global concern grows as COVID-19 variant ravages rural India

•   Reuters: Taiwan proposes $7.5 bln in spending as domestic COVID-19 cases rise

•   Reuters: EXCLUSIVE India’s most populous state to spend up to $1.36 bln on COVID shots amid shortage

•   Reuters: Exclusive: Russian climate envoy calls race to tighten emissions targets "unreasonable"

•   Reuters: Pfizer got no response to offers to supply vaccine to Brazil last year, exec says

•   Reuters: Kuroda says BOJ ready to buy ETFs 'boldly,' drops no hints on when

•   Reuters: U.S. fuel supply response slowed by mothballed oil tankers

•   Reuters: Renewables evolution or revolution? Pace of tech investments will decide

•   Reuters: Explainer: Who decides if the world needs COVID-19 booster shots?

•   Reuters: Analysis: What U.S. inflation signs would cause Fed to change course?

•   Reuters: Analysis: India's prized investment grade status hanging by a thread

•   Reuters: Analysis: Elon Musk wants a greener bitcoin. Has he got a plan or a pipedream?

•   Reuters: Analysis-Japan Inc squeezed by surging costs and frugal consumer fears

•   CNN: Chips are in short supply. Manufacturers are spending big to prevent a repeat

•   CNBC: Why everyone from Elon Musk to Janet Yellen is worried about bitcoin’s energy usage

•   CNBC: Nissan to make half a million fewer cars in 2021 due to chip shortage

•   CNBC: ‘Hostile environment’: After Brexit, some EU citizens in the UK are worried about their future

•   Fox Business: Bernie Sanders would narrowly dodge Biden tax hike

•   SCMP: Why was Bangladesh ‘warned’ by China against joining the Quad?

•   SCMP: Why China’s Communist Party maintains a tight grip on the military

•   SCMP: Can the ocean fuel China’s nuclear boom?

•   SCMP: Coronavirus: Taiwan expects to roll out locally made vaccines by end of July

•   SCMP: China population: state pension fund under pressure from ‘unprecedented challenge’ as nation gets older

•   SCMP: US businesses are a ‘quintessential’ part of China’s development, senior economic official tells American executives

•   SCMP: China inflation risks remain low despite unexpected surge in US, say analysts

•   SCMP: Chinese firms outpace regional counterparts in ‘de-risking’ supply chains as trend grows in Asia-Pacific, survey finds

•   Nikkei Asia: Amazon seeks direct renewable power for Japan data centers

•   Nikkei Asia: SoftBank to expand Vision Fund portfolio to 500 companies, Son says

•   Nikkei Asia: Japan and US take aim at China's 'developing' status on emissions

•   Nikkei Asia: France's Le Pen vows to stand up against China in Indo-Pacific

•   Mainichi: Subscription services in Japan get facelift amid coronavirus pandemic

•   Mint: Sputnik V vaccine has reached India, to be available in market by next week: Govt official

•   Mint: India extends commissioning deadline for RE project, considering covid situation

•   Business Standard: Housing revival to boost economic sentiment: FM Nirmala Sitharaman

•   매경(P1): 삼성 "38조 더" SK "파운드리 2배로"…美.中 추격 '확' 따돌린다

※   산업부: 종합 반도체 강국 실현을 위한 ｢K-반도체 전략｣ 수립

•   매경: 삼성 "38조 더 투자" SK "파운드리 2배"…비메모리 패권 노린다

•   매경: 칩 개발에 100억 썼다면, 정부가 세금서 최대 50억 깎아줘

•   매경: 10년간 3만6000명…반도체 인재 키운다

•   매경(P1): 국민 전 연령대서 "이재용 사면 찬성"…전직 대통령은 부정적

•   매경: 가상화폐 과열 논란에…국민들 10명 중 6명 "과세 정당하다"

•   매경: "금융 소외계층 줄이는 블록체인…싱가포르, 국가 차원 육성"

•   매경: "2~3년내 집값 급락 없을 것…지금이 내집 마련 적기"

•   매경: "벼락거지 피하려면 예금비중 3%로 줄여라"

•   매경: "반도체 여전히 빅사이클…저가매수 기회 노려볼만"

•   매경: 문 대통령 '4%' 제시했는데…국책硏 KDI는 "3.8% 성장"

※   KDI: KDI 경제전망, 2021 상반기

•   매경: SK이노 1년만에 흑자전환…배터리 매출도 껑충

•   매경: 벌써 5월인데…기업 60% "채용계획 아직 못세워"

•   매경: 전기차 보조금, 후발 국내 기업에도 혜택을

•   매경: "구글 기다려"…네이버 검색 지금보다 똑똑해진다

•   매경: "공급 부족 심각하네" 5월 아파트 입주 1.8만채 불과…최근 3년평균 60% 밑돌아

•   매경: 감정가 4억7000만원 땅 40억에 낙찰…경매시장까지 달구는 3기 신도시

•   매경: [株머니 주요산업 증시기상도] 인플레 우려로 증시 휘청…철강·건설 '굴뚝株' 우뚝

•   한경(P1): [단독] 네이버, 디지털화폐 플랫폼 뛰어든다

•   한경(P1): 재건축 이주 본격화…강남3구 전셋값 들썩

•   한경: 반포서만 4000가구 재건축 이삿짐…'전세 불안' 강북으로 번지나

•   한경: 치솟는 전세 '부르는 게 값'…2년 전 매매價 추월단지 속출

•   한경: 차량용 반도체 '수급난' 해결…삼성전자·현대차 손잡았다

•   한경: 글로벌 장비업계 '큰손'들도 韓 투자 확대

•   한경: 채굴에 소모된 전력, 한국 年 소비량 28% 달해

•   한경: 10명 중 3명 놀 판인데…현대차 노조 "64세까지 정년연장"

•   한경: "인플레는 단기 이슈…약세장 전환은 아니다"

•   서경(P1): 현대차, 8조 투입 美서 전기차 생산

•   서경: 바이든 그린뉴딜에 대규모 투자로 화답

•   서경(P1): 국내 암호화폐거래소 80%가 '퇴출 사정권'

•   서경: 정부 '탄소중립' 과욕···전국 댐 호수에 태양광 깐다

※   환경부: 물관리 분야, 공공 주도의 과감한 2050 탄소중립 전략 제시

•   서경: 삼성전자 '8만원' 깨졌지만···"상승장 추세 반전은 아니다"

•   조선(P1): 삼성바이오, 모더나 백신 위탁생산키로

•   조선: 삼성·SK, 내주 美서 모더나·노바백스와 협약 맺을듯

•   조선: 모더나 위탁 생산해도 3분기엔 국내 접종 힘들어

•   조선: “접종후 3시간은 안정을… 쉬면서 물 많이 마셔야”

•   조선: 기후변화·친환경 등 13개 이슈 큰 항목, 에너지 등 52개 세목

•   조선: “ESG 경영하는 척하는 ‘그린 워싱’땐 외면당한다”

•   조선: 날개단 ESG 주식, 올해 코스피 9% 뛸 때 20% 날았다

•   조선: [Mint] 환경과 지구를 위한 채권?… 찍어내기 무섭게 완판되는 ‘녹색 채권’ 아시나요

•   조선: [Mint] “코인 투자, 레버리지 100배로 해” “난 코인 빌려주고 연이자 10% 먹지”

•   조선: [Mint] 비트코인이 ‘디지털 금’이면… 이더리움은 코인 산업의 ‘디지털 원유’

•   조선: [Mint] 디파이는 금융혁신일까 금융위기일까

•   조선: [Mint] “위기때 가장 안전한 유동성 자산”… 세계 어디서나 높은 가치 인정받아

•   조선: [Mint] 전기 충전 필요없다… 해가 뜨면 달리는 ‘태양광車’ 곧 나온다

•   조선비즈: 반도체 공급난에 삼성 스마트폰, 5월부터 판매 절벽 온다

•   조선비즈: 반도체 핵심 EUV 장비, 대만 TSMC가 독식…삼성 경쟁력 하락 우려

•   조선비즈: 구리 가격, 1년 새 2배 껑충… 전선·제련업계 매출 기대감 ‘쑥’

•   조선비즈: ‘91% 찬성’ 삼성디스플레이 파업 위기…무노조 폐기 선언 이후 첫 사례

•   조선비즈: 두산, 중공업·인프라 합병으로 구조조정 마무리... “성공적인 체질개선”

•   조선비즈: 택배 갈등에 고심하는 국토부..’뚜껑 열리는 택배차량'도 검토

•   인베스트조선: 운명의 8월, 대어급 공모주 다 몰린다...주관사 일정 조율 고심

•   중앙: 미국 국무부 “북핵·인권문제 절충은 없다”

•   중앙: 백신 대란은 원료부족 때문? 플라스틱 백 모자라 대량생산 못한다

•   중앙: [단독]"11월 집단면역" 文과 달리···국회 "현 속도론 2.6년 뒤"

•   동아(P1): 박준영 물러나자… 與, 김부겸 인준안 처리

•   동아: mRNA 백신 나노기술 특허만 수백개, 공정도 까다로워 전문기술 이전 필요

•   동아: 檢, ‘원전 폐쇄’ 채희봉 前비서관 곧 기소 방침

•   문화: 韓 GDP갭 빠르게 축소 - 美개인소비 3.3% 급증… ‘기준금리 인상’ 압박 심화

•   문화: 수소·게임산업 손잡고 ‘미래 먹거리’ 찾는 은행들

•   문화: 저금리에 부채 늘린 기업 많아… 내년 ‘신용 리스크’ 우려

•   문화: “ESG는 새 경제패러다임…기업·기관 필수 생존전략”

•   한국(P1): [단독] 1주택자 '양도세 완화' 본격 검토...비과세 기준 9억→12억 추진

•   한국: 10여년 만에 ‘유동성 위기’ 탈출 앞둔 두산건설

•   세계: 한전 신임 사장에 정승일 前 산업부 차관

•   한겨레(P1): [단독] 북 ‘대북전단 겨냥 포 전진 배치’…지난달 포착

•   머니투데이: 미국·중국도 꼼짝 못하는 '슈퍼乙' ASML, 한국에 공장 세운다

•   머니투데이: 6월 양도세 중과 '유예'?…"'인하' 아니면 다주택 매물 안 나올 것"

•   머니투데이: 하반기 아파트값 더 뛰나…'재건축 딜레마' 빠진 오세훈

•   헤럴드경제(P1): ‘메타버스’ 이끄는 손, MZ세대 [창간 48주년 MZ세대를 엿보다]

•   헤럴드경제: 삼성 ‘라이벌’ 인텔...초격차 전략 핵심은 ‘ESG’

•   헤럴드경제: “DSR서 막히는데...‘LTV 90%’는 공염불”

•   헤럴드경제: 박용만 회장, 트레바리 독서모임서 ‘저자와의 만남’ 진행

•   파이낸셜뉴스: ESG 채권 발행 늘리는 銀..."조달자금 용처 평가 부실, 투자자 리스크 우려"

•   아시아경제: 두산중공업, 두산인프라코어 분할합병 의결

•   이데일리(P1): 美 물가 폭탄, 韓에서도 터지나…한은 연내 금리 인상 가능성

•   이데일리: 4%성장, 역대 최대 부채에 물가까지…금리인상 압박 커진다

•   이데일리: [부동산정책 해법]①“文주택정책 실패…양도세 완화 등 정책방향 틀어야”

•   이데일리: [부동산정책 해법]②與 “기조 유지한 채 일부 수정” vs 野 “처음부터 잘못”

•   이데일리: [부동산정책 해법]③주택부 신설·LH 해체…정책 신뢰 회복 방안은

•   이데일리: 비교임상+백신先구매 요청...백신회사 CEO 한목소리

•   이데일리: 탄소 몸집 줄이는 출연연···이산화탄소서 합성석유 만들고, 수소충전 플랜트 국산화

•   이데일리: 햇빛으로 전기 만들고, 물도 깨끗하게···'태양광' 사회 앞당긴다

•   이데일리: 인플레·생산차질에 꺾인 성장주…내수株에 쏠리는 눈

•   이데일리: "살 사람도 팔 사람도 없다"…거래 절벽 심화하나

•   연합: 오늘 700명대 중후반 예상…한달 보름째 400∼700명대 등락 반복

•   연합: 오늘부터 AZ백신 2차 접종 진행…5∼6월 접종인원 약 92만6천명

•   연합TV: [단독] 美 정치권 "동맹 한국 돕자"…백악관에 백신 지원 요청

•   reNews: US renewables industry scores strongest-ever first quarter

•   reNews: 'Renewables permitting reform key to EU green goals'

•   에너지경제: 발전 공기업 탈석탄 피해 본격화…석탄발전 가동감축 기본보상까지 크게 줄어

•   에너지경제: "LNG 발전 오염물질 저감기술 내년 1월 조기 상용화…브릿지전력 역할 강화 기대"

•   에너지데일리: “현 정책 바꾸지 않으면 2050년 탄소중립은 불가능하다”

•   에너지데일리: 에기평, 세계은행과 개도국 해상풍력개발 협력 모색

•   For Construction Pros: High-tech Doosan -7 Series Wheel Loaders Ease Operation and Boost Productivity

•   대한경제: [이슈분석] 공공주도 공급이 다가온다…다주택자에 미칠 영향은

•   대한경제: [이슈분석] “매도하면 다신 강남 입성 못 한다”…보유ㆍ증여에 무게

•   대한경제: [이슈분석] ‘부동산 증세 2법’ 시행 임박…다주택자들의 선택은

•   OilPrice.com: Why Green Energy ETFs Are Slumping In May

•   OilPrice.com: The World Is Facing A Lithium Supply Crunch As Demand Soars

•   MINING.com: Mining majors are getting cheaper amid iron ore price rally

•   MINING.com: Copper production from top 10 companies to bounce back in 2021 – report

•   Verge: Qualcomm is the latest major company to skip MWC’s in-person show this year

•   MIT News: Helping robots collaborate to get the job done

•   전자신문(P1): 쿠팡 상장후 첫 분기 '매출 신기록'…공격 투자 이어간다

•   전자신문: 바다 위의 유전 '부유식 해상풍력' 시장 커진다

•   디지털데일리: 5G 가입자, 통신사 실적 견인했지만…품질논란 속 설비투자 줄어

•   Network World: AMD chips keep claiming more of the server market

•   DIGITIMES: DRAM, NOR flash prices to rise at slower pace in 3Q21

•   로봇신문: 일본 산업용 로봇업계, 2분기 연속 수출 호조세

•   로봇신문: 中 로봇 산업계, 영업이익 처음으로 17조원 돌파

[Opinions]

•   Project Syndicate(Pinelopi Koujianou Goldberg): Forget the Vaccine Patent Waiver

•   Project Syndicate(Shlomo Ben-Ami): The End of Israel’s Illusion

•   Project Syndicate(Ana Palacio): The EU Is Still Flying Blind

•   Project Syndicate(Nancy Qian): China Must Embrace Remote Work

•   FT(Editorial Board): A squandered chance to reform executive pay

•   FT(Editorial Board): Low inflation cannot be taken for granted

•   FT(Philip Stephens): The state takes control in Johnson’s post-Brexit Britain

•   FT(Gillian Tett): Elon Musk wakes up to bitcoin’s fossil fuel issues

•   FT(Martin Sandbu): Back to the future for the social market economy

•   FT(Richard Waters): Era of vulnerability dawns for newer generation tech stocks

•   FT(Leo Lewis): Japan Inc braced for fresh hostile bids

•   FT(Katrina Manson): Washington’s diplomatic dance resumes after Covid closure

•   FT(Katrina Manson): UK scores points with Washington on sanctions co-ordination

•   FT(Katie Martin): Investors brace for test of nerves as inflation worries mount

•   FT(Lex): Corporate capex: very big spenders

•   FT(Lex): Volvo Cars: race to net zero marks revival of IPO plan

•   WSJ(Editorial Board): In Donald Trump’s Purgatory

•   WSJ(Editorial Board): Powell Gets His Inflation Wish

•   WSJ(Sadanand Dhume): Modi Declared Victory, Then Covid Struck Back With a Vengeance

•   WSJ(Mark A. Calabria): Are Fannie and Freddie Ready for the Next Housing Crash?

•   NYT(Paul Krugman): Return of the Monetary Cockroaches

•   NYT(Shahid Jameel): India’s Scientists Know the Way Out of This Disaster. We Need Modi to Listen.

•   NYT(Adam Isacson): Colombia Is in Turmoil. Biden Must Push It Toward Dialogue.

•   WP(Catherine Rampell): Don’t freak out about inflation yet

•   WP(Jennifer Rubin): Biden wants to avoid another Israeli-Palestinian war. It will be even harder this time.

•   WP(Eugene Robinson): Ignoring climate change hasn’t made it go away

•   WP(Michael Gerson): The U.S. has a moral duty to expand vaccine production to help the world’s vulnerable

•   WP(Gershom Gorenberg): Israelis and Palestinians can’t go on like this. Weep for us.

•   WP(Abraar Karan, Julie Parsonnet): Herd immunity is not a helpful concept for covid-19. It’s time to retire it.

•   WP(Rashid Khalidi): What we’re seeing now is just the latest chapter in Israel’s dispossession of the Palestinians

•   Bloomberg(David Fickling): Will Tesla Still Be Holding On to Its Bitcoin in 2060?

•   Bloomberg(Noah Smith): Covid Relief Hasn't Reached Everyone Who Needs It

•   Bloomberg(Brian Chappatta): Housing May Be Inflation’s Hidden Danger

•   Bloomberg(John Authers): There's a Long Way Down If Inflation Takes Root

•   Bloomberg(Nir Kaissar, Timothy L. O'Brien): Go Ahead, Biden. Borrow Away for Your Plans.

•   Bloomberg(Michael R. Strain): Fear of Inflation Can Make It Happen

•   Bloomberg(Jonathan Bernstein): Third-Party Republicans Are No Threat to Trump

•   Bloomberg(Eli Lake): Why Hamas Starts Wars It Always Loses

•   Bloomberg(Lionel Laurent): Elon Musk Ignored Crypto Mining's Dirty Reality

•   Bloomberg(Bobby Ghosh): Biden’s Response to the Israeli Crisis Is Late and Lame

•   Bloomberg(Aashish Chandorkar): India Must Start Its Road to Economic Recovery Now

•   Bloomberg(Huw van Steenis): Bitcoin Won’t Leave Central Bankers in the Dust

•   CNN(Michael Langan): The trade war is devastating whiskey distillers like me

•   CNN(David M. Perry): Yes, it's a good idea to bribe people to get vaccinated

•   MarketWatch(Lawrence G. McMillan): The next big test for the S&P 500 is at 4,120

•   MarketWatch(Michael Wilkerson): To all those who say bitcoin is the new gold: You haven’t lived long enough

•   MarketWatch(Patricia M. Anderson, Phillip Levine): How to fix the unemployment system to time extra benefits so they are just the right size to help workers and the economy

•   MarketWatch(Katy George): This is a now-or-never moment to make U.S. manufacturing more competitive

•   Fox News(Roger Marshall): The COVID-19 mystery – we've lost 3 millions lives and critical questions need answers

•   Fox News(Judith Miller): Israel-Palestinian conflict – why violence has real consequences for Israel's Arabs, Hamas

•   Reuters(Clyde Russell): China will have to do more if it wants to cool iron ore surge

•   Reuters(Andy Home): Cobalt, Congo and a mass artisanal mining experiment

•   헤럴드경제(곽지혜): 재생에너지 자원 잠재량

•   아시아경제(최지웅): 신재생, 환상적 스토리와 냉혹한 숫자 사이