Business Intelligence Monitor 210519

(Introduction)

[Markets]

•   Global: Stocks fall with tech shares; dollar touches lowest since late February

•   한국: 코스피 1.23% 올라 3,170선 회복…기관 1조 순매수

•   한국: '탈원전' 기류 바뀌나...한전기술 9%대 치솟아

•   한국: 두산그룹주 거의 다 올라, 두산밥캣 4%대 두산 3%대 상승

•   Taiwan: Taiwan Stock Index Surges the Most in 14 Months on Tech Rebound

•   Oil: Brent crude hits $70 as traders bet on sustained revival in oil demand

•   Metals: Slumping dollar boosts base metals, zinc hits 3-year high

•   Iron ore: Iron Ore Extends Gains Amid Steel Optimism, Dwindling Stockpiles

•   Grains: Corn rises after another sale to China; wheat, soybeans fall

•   Cryptocurrency: Bitcoin Price (XBT) Dips to Lowest Since February

[Indicators]

•   US Apr. Housing starts: U.S. Housing Starts Trail Estimate, Hinting at Supply Chain Woes

•   Eurozone Q1 GDP: Euro zone recession confirmed at start of 2021

•   UK Mar. Employment: UK labour market turns a corner as lockdowns ease

•   Japan Q1 GDP: Japan’s Recovery From Pandemic Slows

•   Chile Q1 GDP: Chile’s Recovery Slowed Before Virus Surge and Vote Surprise

[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: Covid’s Next Challenge: The Growing Divide Between Rich and Poor Economies

•   WSJ: Biden, Yellen Seek Backing for $2.3 Trillion Infrastructure Package

•   WSJ: U.S. Blocks U.N. Statement on Violence in Gaza

•   WSJ: Why Covid-19 Vaccines Are Showing Up in Unusual Places

•   WSJ: New York Moves Closer to Pre-Covid-19 Normal

•   WSJ: Stop New Oil Investments to Hit Net-Zero Emissions, IEA Says

※   IEA: Net Zero by 2050

•   WSJ: Denial of Electricity Service Could Become Next Geopolitical Weapon

•   WSJ: Inflation’s Magic Number Is Four

•   WSJ: Walmart Sales Growth Helped by Stimulus

•   WSJ: Home Depot Sales Surge, Extending Growth During Covid-19 Pandemic

•   WSJ: Online Sales Party Starts Winding Down

•   WSJ: Shipments Delayed: Ocean Carrier Shipping Times Surge in Supply-Chain Crunch

•   WSJ: Bank of America to Raise U.S. Minimum Hourly Wage to $25 by 2025

•   NYT: Europe Calls for Immediate Cease-Fire in Israel-Palestinian Fighting

•   NYT: A Strange Moment for the U.S. Economy

•   NYT: China’s Biggest ‘Bad Bank’ Tests Beijing’s Resolve on Financial Reform

•   WP: Colonial Pipeline hit by new computer problem

•   WP: Coronavirus vaccines may not work in some people. It’s because of their underlying conditions.

•   FT: Summers accuses Fed of ‘dangerous complacency’ over inflation

•   FT: Glenn Hubbard: ‘The economy needs more than neoliberal medicine’

•   FT: Germany’s highest court rejects fresh challenge to ECB

•   FT: Coal industry feels heat as Germany doubles down on climate goals

•   FT: BoE on alert for signs of prolonged spike in inflation

•   FT: UK risks falling further behind competitors, say researchers

•   FT: Brexit rift pushes swaps market trading out of London

•   FT: Johnson seeks to quell cabinet row over Australia trade deal

•   FT: How rewiring the grid could boost America’s economy

•   FT: France hosts push for post-pandemic recovery in Africa

•   FT: Divided Europe plays bystander in Gaza conflict

•   FT: How cultish social media accounts fuel trading in penny stocks

•   FT: Lenders struggle to recoup losses after US corporate debt defaults

•   FT: Foreign investors tiptoe into frontier markets in search of returns

•   FT: Nvidia tries to stop its chips being used for crypto mining

•   FT: Is solar manufacturing a highly automated business?

•   FT: Investors protest against big payouts for UK bosses

•   FT: Amazon in talks to buy MGM for $9bn

•   FT: ‘Say on Climate’ campaign faces first big test at investor meetings

•   FT: Europe’s Climate Leaders 2021: interactive listing

•   FT: Academics edge closer to dream of research on cloud platforms

•   FT: Cloud becomes new front line between China and the west

•   FT: Big Tech races to clean up act as cloud energy use grows

•   Bloomberg: Biden Delays Revamp of Trump Blacklist for China Investments

•   Bloomberg: Central Banks Snuff Out Classic Rate Bets as Commodities Surge

•   Bloomberg: Senate China Bill to Add $52 Billion for U.S. Chip Making

•   Bloomberg: Taiwan Aims to Keep Chip Production Humming as Covid Spreads

•   Bloomberg: Biden Pushes EV Plans With a Sneak Peek at Battery-Powered F-150

•   Bloomberg: Biden Eyes More U.S. Jobs in Expanded Vaccine Sharing Abroad

•   Bloomberg: U.S. Bankruptcy Tracker: Filings Slide to Zero as Pandemic Eases

•   Bloomberg: Build America Bond Revival Draws Bipartisan Support in Congress

•   Bloomberg: Euro-Area Employment Data: Firms Cut Jobs With Economy in Double-Dip Recession

•   Bloomberg: UK Deficit Creates BOE Rate-Hike Conundrum

•   Bloomberg: U.K. Rushes to Vaccinate as Contagious Covid Variant Advances

•   Bloomberg: Philippines Cuts Economic Growth Forecast Amid Tough Virus Fight

•   Bloomberg: Rural India Is Starting to Turn On Modi

•   Bloomberg: South Africa Vaccinates Less Than 40,000 as Roll-Out Begins

•   Bloomberg: Central Banker Sees Mexico’s Monetary Easing Cycle as Over

•   Bloomberg: Russia Envoy Dials Back Talk of Major Breakthrough on Iran Deal

•   Bloomberg: Chile’s Lower House Rejects Wealth Tax Criticized by Investors

•   Bloomberg: Canada's Housing Market: Prices Are Soaring Because Land Is in Short Supply

•   Bloomberg: China Puts Australia on Notice With Push to Diversify Iron Ore

•   Bloomberg: Three-Decade Bond Veteran Warns Against Big Bets on Inflation

•   Bloomberg: India Grapples With LNG Oversupply as Deadly Virus Dashes Demand

•   Bloomberg: IPhone Maker Foxconn Sets Sights on Car Cockpits With Stellantis

•   Bloomberg: Siemens Energy Denies Plans to Take Over Rest of Siemens Gamesa

•   Bloomberg: EU Parliament Approves $21 Billion Fund for Green Transition

•   Bloomberg: Climate Change: Bank of England Says Markets Unprepared for $150 Carbon Price

•   Reuters: EXCLUSIVE G20 snubs COVID patent waiver, waters down pledge on WHO’s funding

•   Reuters: Spanish study finds AstraZeneca vaccine followed by Pfizer dose is safe and effective

•   Reuters: U.S. says China is resisting nuclear arms talks

•   Reuters: U.S. vaccinated 600,000 12-15-year olds last week -health official

•   Reuters: India’s Nifty hits 2-month high as COVID-19 cases stay below 300,000 mark

•   Reuters: Exclusive: India unlikely to resume sizable COVID-19 vaccine exports until October - sources

•   Reuters: China's Clover says its COVID-19 vaccine candidate shows immune response in mice

•   Reuters: Myanmar activists say more than 800 killed by security forces since coup

•   Reuters: Japan allocates up to $3.4 billion from green fund to accelerate R&D in hydrogen

•   Reuters: China's Baidu beats quarterly revenue estimates on cloud, AI boost

•   Reuters: Analysis: Junk bonds - An unlikely haven for rate hike-wary investors

•   AP: AP source: US encouraging Israel to wind down Gaza offensive

•   AP: Changed by pandemic, many workers won't return to old jobs

•   AP: EXPLAINER: How worrying is the variant first seen in India?

•   CNN: Cyclone Tauktae: India lashed by strongest storm to ever hit west coast as it reels from Covid

•   CNBC: Biden tells Netanyahu U.S. supports ceasefire as Israel, Hamas conflict escalates

•   CNBC: Why the world’s largest carbon market is experiencing a boom like never before

•   CNBC: India Covid crisis shows public health neglect, problems, underinvestment

•   CNBC: U.S. companies bearing the brunt of Trump's China tariffs, says Moody’s

•   CNBC: Covid vaccine: CDC study finds disparities in coverage between rural and urban areas

•   CNBC: Covid vaccine booster shots: FDA says we could need them within a year

•   MarketWatch: Why China’s digital yuan is ‘largest threat to the West’ in past 30 or 40 years, according to Kyle Bass

•   Fox Business: White House defends economic plan and progress

•   Hill: Republicans eye new House majority through redistricting | TheHill

•   SCMP: ‘China’s caution’ reflected in shedding of some US Treasury holdings as stimulus measures raise inflation risk

•   SCMP: US exports to China grow at ‘expense’ of Australia after Beijing’s trade ban

•   Nikkei Asia: Japan ruling party sets up chip task force with Abe in senior role

•   Nikkei Asia: Japan to pour cash into domestic chipmaking, following US and China

•   Nikkei Asia: Toyota and Honda take separate paths toward carbon neutrality

•   Nikkei Asia: Chip shortage forces Toyota to halt production at 2 plants in June

•   Nikkei Asia: Half of Japanese companies in India order employees home: survey

•   Nikkei Asia: Port in a storm: No end in sight to global shipping chaos

•   Japan Times: 96% of new university graduates in Japan find employment

•   OilPrice.com: Oman Plans Massive $30 Billion Green Hydrogen Project

•   OilPrice.com: 3 Hydrogen Stocks That Are Poised To Break Out

•   OilPrice.com: Why A Shale Comeback Could Be Disastrous For Oil Markets

•   MINING.com: EV Metal Index jumps 85% in a month despite nickel, cobalt price drop

•   MINING.com: CATL beats LG, Panasonic in battery capacity deployment in Q1 2021

•   DIGITIMES: PCB suppliers to be little affected by mounting pandemic in Taiwan

•   DIGITIMES: COVID-19 rise casts shadow over IC market outlook

•   Robotics Tomorrow: Motion Control Goes Small

•   Robot Report: UR10e cobot arm increases payload capacity 25%

•   매경(P1): "가상화폐는 거품…터진 뒤엔 진짜가 온다"

•   매경: [인터뷰] "비트코인 조악하게 설계됐다…신뢰 쌓은 새화폐가 대체할 것"

•   매경: 코인 10개 중 9개는 한달새 가격 떨어졌다

•   매경: 코인 투자자 곡소리 나는데, 이익 폭증 거래소 웃었다

•   매경(P1): 현대제철 멈추자 전국 건설현장도 멈췄다

•   매경: 철근값 반년새 20% 폭등…당분간 공급난 이어질듯

•   매경(P1): 기술주 줄줄이 급락…서학개미 '잔인한 5월'

•   매경: 테슬라 예측, 둘 중 하나는 틀린다…'빅쇼트'냐 '돈나무'냐

•   매경: '5월엔 떠나라' 격언 현실되나…월가 "S&P500 6% 빠질 것"

•   매경: 연소득은 똑같이 7천이어도 외벌이 대출 2억 적어…7월부터 DSR 규제 시행

•   매경: LG전자 휴대폰사업 접었는데 되레 잘 팔리는 비결은

•   매경: 공공재개발 20%이상 공공임대 포함해야

•   한경(P1): 무시·꼼수·새치기…월 2개꼴 '깜깜이 법' 찍어낸 거대 여당

•   한경: 정부 부처도 "기회는 이때다"…與 등에 업고 '청부 입법' 양산

•   한경: 英 기업과실치사법 7년 vs 韓 중대재해법 7개월

•   한경: 국회법 절차 싹 무시한 巨與…'금융감독법'은 본회의 이틀前 공청회

•   한경(P1): 현대차·카카오·통신3社 '메타버스 동맹'

•   한경: "글로벌 1700조 시장 잡아라"…한국 '메타버스 드림팀' 떴다

•   한경: "강화되는 부동산세금…재산권 침해 우려 커"

•   한경: 40조 '선물 보따리' 챙겨놓고 정작 백악관 못 가는 기업인들

•   한경: 15년 前 정몽구의 한마디, 수소 생태계 씨 뿌렸다

•   한경: 3년 전엔 비아냥대더니…현대차 넥쏘 '판매 역주행'에 깜짝

•   한경: 수소차 보급률 1위 한국, 충전인프라는 뒤에서 두번째

•   한경: 수년간 '수주 절벽' 후유증…빅3 조선사, 1분기 실적 부진

•   한경: 현대차 반등 시동…"반도체 쇼티지 곧 해소"

•   서경(P1): 이번엔 '한국판 부유세'···'세금 정치' 度 넘었다

•   서경: 與 '부자증세'로 돈풀기 법안 봇물···정책실패 덮고 票 챙긴다

•   서경(P1): "집값 상승분은 불로소득" ···종부세 완화론 일축한 김부겸

•   서경: 친문 의원조차 엇갈리는 종부세 완화론···국민만 ‘어리둥절’

•   서경(P1): 혼돈의 암호화폐 ···당정, 규제 본격화

•   서경(P1): 내국인 공유 숙박' 또 불발···혁신 서비스 제자리걸음

•   서경: 이익공유제에 은행 빚 탕감까지... 쏟아지는 선심성 금융정책

•   조선(P1): 기업들 코로나 1년만에 웃었다

•   조선: LG화학 584%·두산重 559%… 제조업이 IT보다 빛났다

•   조선(P1): 3개의 화살 맞은 일본

•   조선(P1): [단독] 원안위, 테러 전쟁 대비까지 요구하며 원전 허가 미뤄

•   조선: 전문가 “접종률 충분히 높아질때 벗는게 안전”

•   조선비즈: 이제야 8·4공급대책 법정비‥2·4대책 입법은 하세월

•   조선비즈: [단독] ‘소주성' 홍장표 내정 삐거덕?...KDI 원장 선임 6월로 연기

•   중앙(P1): 바이든 “백신 나눌 것” 정부 “한국 우선 대상”

•   중앙: EMA “화이자 한달 냉장보관 가능”…동네병원 접종 길 열릴 듯

•   중앙: “대북 협상, 하향·상향식 모두 고려…최종 목표 CVID 돼야”

•   중앙: 문정인 “북 인권 거론, 부정적 영향” 발언…미 국무부 “인권이 외교 중심” 즉각 반발

•   중앙: 한국 ‘세계 첫 5G’…그 위 달릴 콘텐트가 없다

•   중앙: OECD “세계경제 빚 210조 달러” 파산 경고

•   동아(P1): ‘BBC-백신 공조’ 첫발… 中견제-쿼드 협력 변수

•   동아: 文 ‘BBC 협력 카드’ 들고 美로… SK 배터리 공장서 경제동맹 행보

•   동아: 삼바-모더나 협약, SK-美 車업체 합작사 발표 전망

•   동아: 대북-대중 메시지 놓고 줄다리기… 바이든, 쿼드 참여 요청할 수도

•   문화(P1): 주택청약저축만 93조4365억원 ‘부동산 공화국’

•   문화: 4년간 청약가입 489만명↑… 희망고문 부추긴 정부

•   문화: 내년 최저임금 논의 시작… 勞 ‘文공약 1만원 지켜라’ 정부압박

•   한국(P1): 주한미군사령관 지명자 "美 전략자산 한반도 재배치해야"..."주한미군 한반도 밖 투입 옹호" 파장

•   국민(P1): 집값 정책 또 흔들… 노형욱 “공급, 공공 힘으로만 어렵다”

•   서울(P1): 부동산으로 패한 민주, 부동산으로 찢어졌다

•   한겨레: [단독] 정부, 한미정상회담 앞 ‘남북관계 독자성 확보’ 미국에 요구

•   경향(P1): 전파력 강한 ‘인도 변이’ 감염 사례 80건 넘었다

•   더벨: 한화그룹은 왜 전기차 배터리에 관심이 없을까

•   헤럴드경제(P1): 삼성, D램용 차세대 전력반도체 개발

•   헤럴드경제: 文 정부 재정지출 증가액 ‘박근혜 정부의 2.7배’…42% ‘복지’서 발생

•   헤럴드경제: 솔루스첨단소재, 동박업계 첫 美시장 진출

•   파이낸셜뉴스(P1): 지역경제 운명 건 ‘백신 작전’ 지자체, 접종률 높이기 사활

•   파이낸셜뉴스: '노쇼 백신'이라도… 접종 기다리는 경제활동층 "우린 뒷전" [백신에 희망 건 지자체들]

•   파이낸셜뉴스: AZ·화이자 도착, 백신스와프도 '청신호'… 주춤했던 접종, 다시 속도 내나

•   파이낸셜뉴스(P1): 초격차 對 초저가… 한·중 배터리 ‘패권경쟁’

•   아시아경제(P1): 산업부, 소형원전 개발 예타 검토…'탈원전' 기조 바뀌나

•   아시아경제: "원전 없인 탄소중립 불가능"…SMR 역할론 급부상

•   아시아경제: 커지는 '文정부 탈원전' 궤도수정 목소리

•   아시아경제: 한은맨 퇴사로 엿본 2030 직장관…보수적 문화·톱니바퀴化 거부

•   연합: 오늘 다시 600명대 중후반…일상감염·변이 확산 우려 고조

•   연합: RCEP 국내비준 앞두고 車·철강·섬유 등 제조업 영향 점검

•   연합: 1년새 직원 가장 많이 늘린 대기업집단은 넷마블…2위 네이버

•   연합: 검찰, 한빛 5호기 원자로 헤드 '부실' 공사 작업자 8명 기소

•   연합: 광주시, 200㎏ 화물 싣는 드론 개발한다…정부 공모 선정

•   연합인포맥스: 나이스신평, 두산인프라 신용등급 상향 검토

•   뉴시스: 정부, 거리두기 조정안 금요일 발표…"이번주 상황 보고 판단"

•   뉴시스: 탄소중립에 스텝 꼬인 탈원전?…정부 "에너지정책 변화 없어"

•   뉴시스: "온실가스 배출 지난해보다 2% 이상 늘어…2019년 수준 관리해야"

•   EBN: 경영정상화 마무리된 두산중공업…"아직 안심하긴 일러"

•   더구루: [단독] 한화에너지, 美 그린수소 이니셔티브 '하이딜 LA' 참여

•   에너지경제: 한재협, 정부에 REC 수급불균형 해소 정책 요구

•   에너지데일리: '환경부→기후환경부, 기후환경부총리 신설' 추진한다

[Opinions]

•   Project Syndicate(Jim O’Neill): Will the Recovery Last?

•   Project Syndicate(Howard Davies): A Brexit Post-Mortem for the City

•   Project Syndicate(Robert Skidelsky): The Central Banker’s New Clothes

•   Project Syndicate(William A. Haseltine): William A. Haseltine Says More…

•   Project Syndicate(Shang-Jin Wei): Sex and the Chinese Economy

•   Project Syndicate(Bryan Doerries): The Tragedy of Climate Change

•   FT(Editorial Board): The IEA has delivered an overdue message

•   FT(Editorial Board): Biden must press Israel to end Gaza bombing campaign

•   FT(Martin Wolf): There are reasons to worry about US inflation

•   FT(Martin Sandbu): Lifting EU social policy is as much about how as what is done

•   FT(Kathrin Hille): Tale of Taiwan’s tech giants in US reveals divide in approach

•   FT(Pilita Clark): Beware the looming net zero car crash

•   FT(John Hussman): The myths behind the current stock market bubble

•   FT(Sebastian Payne): The Conservatives fear green growth in leafy England

•   WSJ(Editorial Board): Biden, the Democrats and Israel

•   WSJ(David B. Rivkin Jr., James Taranto): Face Masks and the First Amendment

•   NYT(Paul Krugman): Learning to Live With Low Fertility

•   NYT(Bret Stephens): If the Left Got Its Wish for Israel

•   NYT(Michelle Goldberg): Kushner’s Absurd Peace Plan Has Failed

•   NYT(Alexis Goldstein): Archegos and the Huge Family Funds that Could Sink the Economy

•   NYT(Sema Sgaier): Meet the Four Kinds of People Holding Us Back From Full Vaccination

•   NYT(Nina Burleigh): Why So Many People Are Resisting Vaccination

•   WP(David Ignatius): Israel has no coherent strategy for Palestine. The U.S. should push for a reset.

•   WP(Max Boot): This is a war Israel can’t win

•   WP(Jennifer Rubin): Joe Biden is turning the debate about tax cuts on its head

•   WP(Marc A. Thiessen): Biden claims he wants a bipartisan infrastructure deal. It’s a trap.

•   WP(Greg Sargent): If Joe Manchin believes voting rights haven’t been a partisan issue, we’re in serious trouble

•   WP(Charles Lane): Biden and Trump agree more than you think

•   WP(Leana S. Wen): Should we keep wearing masks? Dr. Leana S. Wen answers your questions about the latest CDC guidance.

•   WP(Joseph G. Allen): The CDC’s critics are wrong. The agency was right to relax indoor masking.

•   WP(Monica Gandhi): The science is clear: Masks worked, but vaccinated people don’t need them now

•   WP(Woody Holton): Stagecoaches could fix our electric car problem

•   WP(Anshel Pfeffer): Netanyahu didn’t start this Gaza crisis. But it could help keep him in power.

•   Bloomberg(Editorial Board): There’s a Better Way to Pay for Infrastructure

•   Bloomberg(Noah Smith): Amazon Helped Make a $15 Minumum Wage the New Benchmark

•   Bloomberg(John Authers): Inflation Psychology Is Being Jolted Back to Life

•   Bloomberg(Chris Hughes): Women Economists Wanted: Bank of England, ECB and Fed Test the Pipeline

•   Bloomberg(Bobby Ghosh): Gaza Fighting Is a Reminder of Egypt’s Relevance to the Middle East

•   Bloomberg(Peter R. Orszag): A $1 Million Prize Might Get Americans to Want Covid-19 Vaccines

•   CNN(Morris Pearl): Here's the truth: Raising the capital gains tax won't hurt the economy

•   MarketWatch(Basav Sen): Green jobs are the wave of the future

•   Fox News(Steve Scalise, David Rouzer): Pipeline cyber attack – shutdown shows where we must invest our energy resources

•   Reuters(Clyde Russell): Bearish signal for crude as China again draws on inventories

•   세계(황정미): ‘탈원전’에 길 잃은 탄소중립