[Markets]
• 한국: 삼성, 이틀만에 '8만 전자' 복귀
• 한국: 외국인 공매도 일평균 5조 ‘뚝’
• Cryptocurrency: Elon Musk Implies Tesla May Sell or Has Sold Bitcoin Holdings
• Cryptocurrency: "가상화폐 거품 깨지나"…비트코인 1주일새 18% 빠졌다
[Indicators]
• US Mar. Business inventories: U.S. business inventories rise moderately in March
• US Apr. Retail sales·Industrial production: U.S. Shoppers Continued Stimulus-Fueled Spending in April
※ WSJ: Retail Doesn’t Need Therapy
• US Apr. Export·Import prices: Import prices surge again in April and help fuel rising U.S. inflation
• US May Consumer sentiment: Mounting Inflation Fears Push U.S. Consumer Sentiment Lower
• US Weekly Rig count: U.S. drillers add oil and gas rigs for third week in a row -Baker Hughes
• US Q2 GDP Nowcast: May 14, 2021: New York Fed Staff Nowcast
• US Q2 GDP Nowcast: Latest estimate: 10.5 percent — May 14, 2021
• 한국 4월 자동차 산업 동향: 반도체 수급난에도 자동차 생산·수출 두 자릿수 증가
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Worldometer: COVID Live Update
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
• Bloomberg: The Covid Resilience Ranking
[Calendars]
[News]
• WP: Ransomware attack, Colonial pipeline shutdown a ‘wake-up call’ for nation’s energy infrastructure
• Bloomberg: A Dry Pipeline Asks: Who Wants an Electric Car Now?
• Reuters: Analysis: U.S. investors looking for protection as inflation pressures bubble, stocks volatile
• CNBC: States are ending federal unemployment benefits early. Here’s what to know and what’s at stake
• Fox Business: Washington DC gas shortage: 80% of stations still out of fuel after week of panic buying
• SCMP: China population: Beijing faces ‘tricky’ reforms to unleash new drivers of growth as workforce ages
• Global Times: US companies research into China’s carbon reduction plan, rush to be part of trillion-size market
• Nikkei Asia: Japan cautiously explores possibility of US returning to TPP
• Nikkei Asia: Japan's Sharp reaps fruits of Apple ties in LCD business
• Nikkei Asia: Ricoh develops new solar cell that boasts 20% higher output
• Economic Times: Extended gap between 2 doses of Covishield in India reasonable approach: Anthony Fauci
• Economic Times: The antidote to 3rd wave of Covid is combination of social distancing, health infra and massive vaccination outreach
• Economic Times: PM Modi for door-to-door testing in rural areas, calls for oxygen distribution plans
• Economic Times: India and US discuss revised proposal for TRIPS vaccine waiver
• Business Standard: Modi cautions about Covid's rapid rural spread, says don't ignore symptoms
• Business Standard: India's Covid situation stabilising, positivity rate has dipped: Govt
• 매경(P1): 진보학자들 文에 쓴소리…"최저임금·부동산 정부 개입 줄여라"
• 매경(P1): "내 집은 어디에"…경기도 첫 '20억 아파트' 나왔다
• 매경: 다시 달아오르는 집값…극약처방도 안먹힌다
• 매경: "레이 달리오처럼…자산 8%는 金에 담아라"
• 매경: 노쇼 백신 예약' 네이버·카카오로 한다
• 매경(P1): '김부선' 반발에…GTX-D, 서울까지 연장 추진한다
• 매경(P1): "한미관계, 삼성 등 기업역할 더 커졌다"
• 매경: 文·바이든 '백신·반도체' 경제외교 승부수
• 매경: 삼성·SK·LG 주요 경영인 경제사절단 동행
• 매경(P1): 21세기 韓 최고발명품은 '카카오톡'
• 매경: LG화학, 中 동박기업에 400억 투자
• 한경(P1): 웃돈 줘도 못 구한다…코로나發 '우드 쇼크' 공포
• 한경: HMM, 작년 전체이익 3개월 만에 벌었다
• 한경: 화물운임 급등…대한항공 또 '깜짝 실적'
• 한경(P1): 문재인 대통령 면전에서 원전 꺼내든 송영길
• 한경: 집콕에 '폭발'한 글로벌 노트북 시장
• 한경: 한전 '반짝 흑자'…유가 하락에 연료비 절감
• 한경(P1): "철근이 없다"…멈춰선 건설현장
• 한경(P1): 실업급여 중독'에 페널티…지급액 최대 50% 깎는다
• 한경(P1): 與 "주식처럼 암호화폐도 '작전 거래' 처벌"
• 한경(P1): 그림 한 조각, 빌딩 한 칸…'소수점 투자' 에 빠진 2030
• 한경: ESG委 신설 기업 한달새 20곳 육박
• 서경(P1): 난립 암호화폐 거래소···여야 '규제법안'도 우후죽순
• 서경: 공기업 쥐어짠 정부, 배당금 1.4兆 걷었다
• 서경(P1): 셰필드 "수소는 저탄소 시대 이끌 만능키"
• 서경(P1): [단독] 태양광 설비 '본전' 뽑는데 16년 걸린다
• 서경(P1): 전통산업과 번번이 충돌···중재자 없는 혁신 서비스
• 서경: 알맹이 다 빠진 '서발법'조차 좌초되나
• 조선(P1): 공공기관 인건비 30조 첫 돌파… 文정부서 8조 급증
• 조선: 탈원전 文정부, 멀쩡한 산 밀어버렸다
• 조선(P1): 산으로 가는 文정부 탄소정책
• 조선: 네이처 “오래된 나무가 더 많은 탄소 흡수”
• 조선(P1): 與 “청년·신혼부부 수도권 집 살 때 70%까지 대출”
• 조선(P1): 20대도 60대도 돌려막기… 카드 대출 32조원 역대 최고
• 중앙(P1): 후쿠시마 원전수 방류 문제…정부, 일본과 협의 나선다
• 동아(P1): 美해리스 “한국에 백신지원 우선순위 논의”
• 동아: [단독]모더나 5만회분 이달말 국내 첫 공급
• 동아(P1): ‘안보 지렛대’로 떠오른 B·B·C 기업
• 동아(P1): [단독]88%가 내집 없는 서울 4050 ‘불독족’
• 동아: “내달 英G7회의때 한미일 정상회담 추진”
• 동아: [단독]홍남기 유임-유은혜 교체 가닥
• 문화(P1): 韓 증시 ‘차이나 머니 리스크’… 고의 상장폐지뒤 ‘먹튀’ 의혹
• 한국(P1): [단독] 한미 정상회담 때 '백신 스와프 MOU' 체결 추진
• 한국(P1): 일평균 5만→25만...드디어 시작되는 코로나 백신 '대량접종'
• 한겨레(P1): 세계의 ‘툰베리’들이 묻는다, 불타는 집을 바라만 보고 있나요?
• 머니투데이(P1): 4대그룹, 美 40조 투자 초읽기…정치 논리 vs 장기적 시너지
• 머니투데이: '글로벌 백신기지' 될 한국, 무기는 삼성바이오표 '모더나' 윤곽
• 머니투데이: '평택항 참사' 계기 중대재해법 강화 조짐…노사 모두 촉각
• 머니투데이: "환경규제 리스크? 두산중공업엔 새로운 기회입니다"
• 헤럴드경제(P1): 메타버스의 시간은 거꾸로 흐른다 [헤럴드 뷰]
• 헤럴드경제(P1): 기아도 가동 중단...‘반도체 쇼티지’ 확산
• 헤럴드경제: 배터리기업 원자재 中 의존도 ‘사상최고’
• 헤럴드경제: 다음달 광화문에 배민 배달로봇 뜬다
• 헤럴드경제: CCTV 공백 대안된 ‘스마트폴’ 전기자동차 확산 마중물 될까
• 파이낸셜뉴스: "ESG 표준모델 우리가 만든다" 경제단체들 주도권 확보 경쟁
• 파이낸셜뉴스: 은행, 지자체·기관과 'ESG 협업'
• 파이낸셜뉴스: 무단횡단·끼어들기도 척척 대처… 무법천지 中도로에 최적화 [현장르포]
• 파이낸셜뉴스: 삼성SDI·LG엔솔, 보조금 삭감에 美 ESS 시장 공략 ‘속도’
• 파이낸셜뉴스: KT-현대重, 로봇스타트업 사업화 지원
• 파이낸셜뉴스: 건설協 "내년 SOC예산 30조 이상" 건의
• 파이낸셜뉴스: 아파트는 너무 올라서… ‘내집 마련’ 수요 빌라로 더 몰렸다
• 파이낸셜뉴스: 아파트 살 때 중요해진 ‘이름값’… 브랜드 경쟁 치열
• 아시아경제(P1): [금리인상 리스크] 인플레와 저금리…그 사이에 낀 빚폭탄
• 아시아경제: 부동산 '영끌族', '깡통주택' 리스크 직격탄
• 디지털타임스(P1): "최저임금 동결해도 문 닫을판"
• 디지털타임스(P1): 단순노무직 1년새 47.6만명 증가 `역대 최대`
• 이데일리(P1): [누더기청약제]①“시행사도 틀리네”…복잡한 청약제에 ‘부적격’ 속출
• 이데일리(P1): 소비 회복에도…유통업계 'K자' 양극화
• 이데일리(P1): [만났습니다]①김종인 “향후 경제상황 전개 따라 ‘김동연대망론’ 나올 것”
• 이데일리: '낀세대' 40대 일자리서 밀려나고, 치킨집도 폐업위기
• 이데일리: 가계대출 꽉 막히자…中企대출 사활건 은행들
• 연합인포맥스: 두산건설, 1분기 영업익 169억·55%↑…이자보상배율 10년래 최고
• 더구루: 두산중공업, 폐기물발전소 보일러 日 수출
• FuelCellsWorks: Plug Power Corrects Accounting Errors And Plans To Bring Wind-Powered Hydrogen Plant To Fort Worth Texas - Fuel Cells Works
• 에너지경제: "LNG 구매자 중심시장 2030년대 중반까지 간다"
• 에너지경제: 산림청 "벌채, 탈원전 정책과 무관…산림경영 일환으로 시행"
• 이투뉴스: 에너지차관은 Go, 2실 체제는 Stop
• Equipment Journal: John Deere expands SmartGrade for excavators - Equipment Journal
• For Construction Pros: Doosan To Showcase Next-Generation Wheel Loader at World of Concrete 2021
• 대한경제: 소호대출 악성 빛 56兆…부실폭탄 '경고등'
• 대한경제: 사명 바꾸는 SK건설, 조직도, 주력사업도 다변화한다
• 대한경제: 올 하반기 정책 위험 '재부상'…"시장 변동성 확대될 듯"
• OilPrice.com: U.S. Gasoline Shortages Persist Going Into The Weekend
• OilPrice.com: Russia Has Oil Reserves At Least Until 2080
• OilPrice.com: The U.S. Desperately Needs To Modernize Its Power Grid
• OilPrice.com: Can U.S. LNG Compete In An Increasingly Crowded Market?
• OilPrice.com: Venezuela’s Oil Industry Needs Biden To Lift Sanctions
• OilPrice.com: What Will It Take To Make Biden’s Climate Plan Work?
• OilPrice.com: Is This One Of The Best Ways To Play The Electric Vehicle Boom?
• MINING.com: Analysts voice scepticism on mining supercycle narrative
• MINING.com: China EV makers' targeting Western markets has 'tremendous implications" for metal mix - MINING.COM
• MINING.com: From digging to electric fields: new technique to extract metals from hard rock ore - MINING.COM
• 전자신문: 자율차 핵심 '라이다' 산업…韓 인력난에 골머리
• ZDNet Korea: 한은, 6월부터 CBDC 모의실험...어떤 블록체인 쓸까
• 디지털데일리: 삼성전자, 반도체 우려 불식 나섰다…초격차 기술·투자 공개
• 디지털데일리: ‘공사판’에도 사람대신 로봇…무섭게 진화하는 건설업계의 디지털혁신
• Robotics Tomorrow: Robots are the new normal - Humans should embrace, rather than fear, robot co-workers
• Robot Report: Confused Waymo robotaxi shows challenges of scaling AVs
• 물류신문: 2020년 물류기업 경영실적 분석
• 물류신문: Part 1. 주요 물류기업 2020년 경영실적 분석
• 물류신문: Part 2. 해운항공기업 2020년 경영실적 분석
• 물류신문: Part 3. 2020년 주요 물류기업 사업별 실적 분석
• 물류신문: Part 4. 2020년 주요 물류기업 투자 분석
• 물류신문: Part 5. 2020년 물류기업 종속기업 현황분석
[Opinions]
• Project Syndicate(Charles A. Kupchan): Biden’s Foreign Policy Needs a Course Correction
• Project Syndicate(Heidi J. Larson): Building Vaccine Trust, While Managing Risk
• Project Syndicate(Michael Spence): Vaccine Licensing, Production, and Global Distribution
• Project Syndicate(Hippolyte Fofack): The High Cost of Underrating Africa
• FT(Editorial Board): The strange malaise of Europe’s centre-left
• FT(Editorial Board): China’s ambitions create a new frontier in space
• FT(Martin Wolf): Why radical reform of urban planning is essential
• FT(Rana Foroohar): A midlife crisis takes shape in the US
• FT(David Gardner): Israel faces existential questions with uprising by Arab citizens
• FT(Michael Mackenzie): Inflation wild card unsettles markets
• FT(John Dizard): Supply chain worries loom over global economy
• FT(Merryn Somerset Webb): Could real money stack up as an inflation hedge?
• FT(Leo Lewis): How satellite monitoring became a surprise ESG opportunity
• FT(Martin Indyk): Can Joe Biden’s ‘pivot’ survive the Israeli-Palestinian crisis?
• FT(Izabella Kaminska): How traders might exploit quantum computing
• FT(Cyrus Taraporevala): The other climate risk investors need to talk about
• FT(Lilia Shevtsova): Bullying Russia yearns to be treated as a great power
• FT(Elisabeth Braw): Geopolitics spells the demise of the global chief executive
• FT(Misha Glenny): The Colonial Pipeline cyber attack is a warning of worse to come
• FT(Pilita Clark): Empty offices on Mondays and Fridays spell trouble
• FT(Lex): How traders might exploit quantum computing
• WSJ(Editorial Board): The Ethanol Gasoline Tax
• WSJ(Editorial Board): Israel’s Iron Dome Advantage
• WSJ(Editorial Board): Israel, Hamas, Iran and Biden
• WSJ(Editorial Board): A Judicial Blow to Biden’s Tax-Cut Ban
• WSJ(Editorial Board): The Rise of Inflation Expectations
• WSJ(Editorial Board): Elizabeth Warren Tells the Truth
• WSJ(Holman W. Jenkins, Jr.): Russia’s Hackers Unwisely Mess With U.S. Gas Prices
• WSJ(Peggy Noonan): The GOP’s Post-Trump Trauma
• WSJ(Andy Kessler): Automated Luxury Communism?
• WSJ(Scott Gottlieb): Moderation on Masks Might Make More Get a Shot
• WSJ(Rahm Emanuel): Why the GOP Has Gone Quiet Over Tax Hikes
• NYT(Editorial Board): America Is Failing Its Moral Test on Vaccines
• NYT(Paul Krugman): What Do Used Car Prices Say About Biden’s Agenda?
• NYT(Bernie Sanders): The Approach the Israel-Palestine Conflict Needs
• NYT(Thomas L. Friedman): For Trump, Hamas and Bibi, It Is Always Jan. 6
• NYT(Michelle Goldberg): How Republicans Could Steal the 2024 Election
• NYT(David G. Victor, Sadie Frank, Eric Gesick): We’re Not Ready for the Next Big Climate Disasters
• WP(Editorial Board): Democrats must not chip away at Biden’s tax plans
• WP(Editorial Board): Making voting easier might help Democrats win. That doesn’t mean it is bad.
• WP(Editorial Board): How did an outbreak become a pandemic? Too easily.
• WP(Editorial Board): The new mask policy is a moment to savor. This is the beginning of the end.
• WP(Editorial Board): China’s repression of Uyghurs is not only cultural, but also physical, a new report shows
• WP(Editorial Board): The GOP needs to make a realistic counteroffer to Biden’s infrastructure plan
• WP(David Ignatius): The vicious cycle gets worse for the Israelis and Palestinians
• WP(Jennifer Rubin): Why a GOP House majority would imperil democracy
• WP(Jennifer Rubin): Who should anti-Trump Republicans be rooting for? Centrist Democrats.
• WP(E.J. Dionne Jr.): Democracy depends on two guys named Joe
• WP(Leana S. Wen): The CDC shouldn’t have removed restrictions without requiring proof of vaccination
• WP(Leana S. Wen): The CDC’s mask guidance is a mess. Biden needs to clean it up.
• WP(Tom Nichols): CDC says vaccinated people can drop masks, but covid worries linger
• Bloomberg(Mohamed A. El-Erian): Economic Demand Is Back. Supply Is the Problem.
• Bloomberg(Tyler Cowen): The Bipartisan Breakdown of American Politics
• Bloomberg(John Authers): The Bigger Inflation Scare Is Emerging World Food
• Bloomberg(Liam Denning): Chill on Elon Musk’s Tweets. Tesla Has Bigger Issues.
• Bloomberg(Julian Lee): Colonial Hack Shows U.S. Must Diversify Its Oil Reserves
• Bloomberg(Jonathan Bernstein): The Politics of Cutting Off Unemployment Checks
• Bloomberg(Martin Ivens): Where Is the Economic Case for Scottish Independence?
• Bloomberg(Hal Brands): China’s Land Grab in Bhutan Is the New Face of War
• Bloomberg(Therese Raphael): The India Variant Won’t Halt England’s Reopening — Yet
• Bloomberg(Hussein Ibish): Israel Can’t Keep Marginalizing Its Own Palestinian Citizens
• Bloomberg(Pankaj Mishra): Israel Faces Greater Dangers Than Hamas
• Bloomberg(Tim Culpan): Foxconn Needs You to Hurry Up and Buy a 5G Phone
• Bloomberg(Faye Flam): The CDC’s New Mask Rules Leave Kids Out. Here’s How to Fix That.
• Bloomberg(Allison Schrager): Tempted to Retire Early? Consider Two Critical Factors
• Bloomberg(Richard Cookson): The Real Reason U.S. Bond Yields Are Stuck
• Bloomberg(Daniel Gordis): Gaza War Shatters Israel’s New Internal Peace
• Bloomberg(Matthew Yglesias): Biden Should Fight the Inflation the Fed Ignores
• CNN(Frida Ghitis): Trumpian political insanity has entered GOP's bloodstream
• CNN(David A. Andelman): Whatever happened to Jared Kushner's peace plan?
• CNN(David Holtgrave, Eli Rosenberg): Public health experts: Why we're going to keep wearing our masks (Opinion)
• CNN(Aaron Klein): Republicans face a defining question on infrastructure
• CNN(Chandrima Das): India's Covid crisis shows that none of us are safe until all of us are vaccinated
• CNN(Lawrence C. Kleinman): For the sake of children, keep wearing your mask
• CNBC(Jay Timmons): The promising state of American manufacturing
• CNBC(Alejandro Mayorkas, Gina Raimondo): After Colonial Pipeline hack, all organizations need to boost cyber defenses
• MarketWatch(Mark Hulbert): Why any stock market rally right now will be quick
• Fox News(Tucker Carlson): Father Fauci says the pious must wear masks, but why not go a step further to plastic bags?
• Fox News(Beth Van Duyne): Biden's war on suburbs – here's how admin hopes to control you, your community
• Fox News(Tom Cotton): Don't let Biden, Fauci, Dems skirt big questions on COVID's origins – it matters to us all
• Fox News(Nicole Saphier): COVID-19 and America – the state of emergency is over and it's time to declare it
• Fox News(Victor Davis Hanson): Biden flirting with disaster – here's where division at home, weakness abroad will lead
• Reuters(John Kemp): Rising U.S. gas prices will encourage more coal burning
• Reuters(Andy Home): Cobalt, Congo and a mass artisanal mining experiment
• 매경(사설): 30년 애써 키운 나무 베고 묘목 심는다는 '비과학적 탄소중립'
• 한경(사설): 與 대표도 '탈원전 수정' 제안…이젠 과학으로 접근해야
• 한경(박신영): 차량용 반도체 '대란'인데…삼성이 안나서는 이유
• 서경(사설): “SMR 필요” 與 대표 의견 수용하고 탈원전 중단하라
• 서경(조장옥): 경제는 사람이 하는 것이다
• 조선(사설): 與 대표 대통령 면전서 “소형 원자로”, 신한울 3·4호는 더 급하다
• 중앙(김경민): ‘2050 탄소 제로’ 달성에 소형원자로가 절실하다
• 파이낸셜뉴스(사설): 탈원전 수정 요구한 송영길, SMR이 대안
• 헤럴드경제(권용국): KTX·인천공항 그리고 수소경제
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