Business Intelligence Monitor 210520

(Introduction)

[Markets]

•   Global: Stocks end down slightly, yields rise after Fed minutes

•   Metals: Copper sinks as inflation fears eclipse South American political risk

•   Iron ore: Iron ore price retreats as steel slides and BHP shifts into gear at South Flank

•   Grains: U.S. wheat, soybeans plunge on fund selling; corn flat

•   Cryptocurrency: Bitcoin gyrates on fears of regulatory crackdown

※   CNBC: The crypto collapse: Here's what's behind bitcoin's sudden drop

※   AP: EXPLAINER: Why has the price of Bitcoin been falling?

[Indicators]

•   US Weekly Mortgage rates·applications: Homebuyers are applying for ever bigger mortgages as home prices soar

•   Europe Apr. New car-registrations: Europe New-Car Registrations Soar 256% From Pandemic Low Point

•   UK Mar. House prices: U.K. House Prices Register Fastest Annual Growth Since 2007

•   UK Apr. CPI·PPI: UK inflation more than doubles to 1.5% in April as energy prices rise

•   India Weekly Employment: Rural unemployment doubles to 14% in 1 week

•   Canada Apr. CPI: Canadian Consumer Prices Climb at Fastest Pace in a Decade

•   South Africa Apr. CPI: South Africa Interest Rate Bets Rise as Inflation Jumps to 14-Month High

[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: Fed Signals Eventual Shift From Easy-Money Pandemic Policies

•   WSJ: Fed Officials Voice Support for New Tool to Smooth Market Stress, Minutes Show

※   Fed: Minutes of the Federal Open Market Committee, April 27-28, 2021

•   WSJ: Republican Transportation Bill Seeks Rural Investments, Curbs in Regulation

•   WSJ: Biden Administration Decision Not to Impose Sanctions on Nord Stream Pipeline Denounced by U.S. Senator

•   WSJ: Covid-19 Shots for Teens Can Hit Legal Snags and Parental Pushback

•   WSJ: Your Next Covid-19 Test Could Be a Dog’s Sniff

•   WSJ: Asia Suffers Outbreaks Where Covid-19 Had Seemed Beaten

•   WSJ: India’s Covid-19 Daily Death Toll Hits World’s High

•   WSJ: SPAC Selloff Bruises Individual Investors

•   WSJ: Hydrogen Cars Failed to Deliver. Investors Hope Planes Are Different.

•   WSJ: SoftBank Sells Renewable-Energy Unit in India

•   WSJ: Colonial Pipeline CEO Tells Why He Paid Hackers a $4.4 Million Ransom

•   WSJ: Ford to Unveil Electric F-150 Lightning Pickup Truck

•   WSJ: Embattled Chinese Property Tycoon Turns to Electric Cars. Cue $87 Billion Valuation.

•   WSJ: The U.S. Travel Surge Isn’t Coming—It’s Here

•   NYT: Gaza War Deepens a Long-Running Humanitarian Crisis

•   NYT: In Show of Unity, Palestinians Strike Across West Bank, Gaza and Israel

•   NYT: Publicly Supportive, Biden Is Said to Sharpen His Tone With Netanyahu in Private

•   NYT: Severe Drought, Worsened by Climate Change, Ravages the American West

•   NYT: France's Proposed Climate Law Is Stirring Divisions

•   NYT: In Germany, an Early Covid Vaccine Shot Comes With Disapproving Looks

•   NYT: What Americans Missed Most About Going to Restaurants. (It Wasn’t the Food.)

•   WP: Netanyahu rebuffs Biden’s call for ‘significant de-escalation today’ as Israel, Hamas continue attacks

•   WP: White House brings back climate scientist removed by Trump administration

•   WP: Emergent executives testify before House panel about contamination incident at Baltimore vaccine plant

•   WP: House Republicans seek to force vote on mask requirements despite Capitol physician?s guidance

•   WP: A significant Trump fear inches closer: Accountability

•   WP: Criminal charges involving Trump now appear more likely

•   WP: China, irked by the Quad, faces up to a world of adversaries

•   WP: Drone companies are preparing to deliver coronavirus vaccines in rural U.S.

•   WP: Climate change increased damages from Hurricane Sandy by $8 billion

•   FT: Eurozone shows signs of bouncing back from double-dip recession

•   FT: Zombies and debt horror cast shadow on EU recovery

•   FT: Oxford/AstraZeneca booster works well, study finds

•   FT: EU plans to open up to vaccinated tourists

•   FT: Armin Laschet calls for ‘proactive’ German foreign policy

•   FT: Brussels seeks to regain initiative on Covid vaccine patent debate

•   FT: Europe’s zombie problem has only gotten worse

•   FT: The transatlantic trade rift is far from fixed

•   FT: ECB warns pandemic debt burden creates financial stability risks

※   ECB: Financial Stability Review, May 2021

•   FT: EU’s anti-fraud tsar braced for pandemic recovery fund challenge

•   FT: UK races to tackle coronavirus variant through rapid vaccination

•   FT: UK launches extensive trial of third booster shots of Covid vaccines

•   FT: Challenging China: Brexit Britain experiments with battleship diplomacy

•   FT: UK carbon price trades at £50 as market opens for first time

•   FT: UK has ‘no clear plan’ to reach electric vehicle targets

•   FT: How Arab evictions fuelled the Israeli-Palestinian conflict

•   FT: Taiwan ally warns of pivot to China in quest for Covid vaccines

•   FT: Xinjiang solar industry launches charm offensive as sanctions loom

•   FT: Argentina’s farmers prepare to strike over beef export ban

•   FT: Silicon Valley veteran warns of ‘very frothy’ markets

•   FT: Firm founded by son of China finance tsar invests heavily in tech

•   FT: US and European companies report forecast-crushing earnings rebound

•   FT: Why the IEA is ‘calling time’ on the fossil fuel industry

•   Bloomberg: Specter of 1960s Inflation Take-Off Haunts U.S. Economy Today

•   Bloomberg: Biden Says U.S. Must Defend Sea Lanes in Arctic, South China Sea

•   Bloomberg: Philippines Protests China’s Fishing Ban in South China Sea

•   Bloomberg: Capito Sees More Than 50% Chance of Biden Infrastructure Deal

•   Bloomberg: New Data on Booster Shots Expected in Next 2 Months, Bourla Says

•   Bloomberg: Consumer Spending ‘On Fast Forward’ as Covid Hibernation Ends

•   Bloomberg: Biden Energy Chief Says Cyber Rules May Be Needed for Pipelines

•   Bloomberg: Biden Looks to Build On Trump’s Singapore Deal With North Korea

•   Bloomberg: ECB Warns of Financial Stability Risks Amid Market Exuberance

•   Bloomberg: Bitcoin ($BTC) Dogecoin ($DOGE) Ethereum ($ETH) No Real Asset, ECB VP Says

•   Bloomberg: Iran Nuclear Deal Vienna Talks: EU Confident US, Iran Close to Ending Standoff

•   Bloomberg: Mario Draghi Coalition at Risk From Italy President Mattarella's Retirement Plan

•   Bloomberg: Brexit: UK, Australia Trade Deal May Leave Door Open to Tariff-Free Food

•   Bloomberg: ‘Singapore Variant’ Is Actually From India, City-State Says

•   Bloomberg: Turkey Says U.S. Diverting Gaze From Gaza by Attacking Erdogan

•   Bloomberg: China Seizes on Gaza Crisis to Counter U.S. Human Rights Attacks

•   Bloomberg: Japan’s FY25 Budget Goal Near Impossible, Debt Panel Member Says

•   Bloomberg: China Has Bought 37% of Next Year’s Corn Imports Just From U.S.

•   Bloomberg: Biden USTR Katherine Tai Voices Strong Concern for Mexico Energy Policy

•   Bloomberg: Inflation Near 50% Puts Argentina On Path That Failed Before

•   Bloomberg: South Africa Retail Sales, Output Data Suggest Marginal Q1 GDP Growth

•   Bloomberg: U.S. Blocked Uniqlo Shirts on Xinjiang Forced-Labor Concerns

•   Bloomberg: China Backs Redistributing IMF Resources to Poor African Nations

•   Bloomberg: North Korea Strategy Tops Agenda at Biden-Moon Summit on Friday

•   Bloomberg: Inflation Fears Rekindle Europe Market for Floating-Rate Bonds

•   Bloomberg: China Will Need to Give Up FX Controls Eventually, PBOC Official Says

•   Bloomberg: China Bond Rally Takes Yields to January Low as Peers Sell Off

•   Bloomberg: Hedge Fund Picks at Sohn 2020 Show Perils of Pandemic Investing

•   Bloomberg: Bonds Have Never Been So Useless as a Hedge to Stocks Since 1999

•   Bloomberg: What Elon Musk, Cathie Wood, Mike Novogratz Say About Bitcoin ($BTC) Collapse

•   Bloomberg: Copper Boom Pushes Miners to Tap Trillions of Dollars From Waste

•   Bloomberg: As Oil Demand Creeps Ups, Europe’s Refiners Get Hope of Recovery

•   Bloomberg: Europe Flying Taxis Could Take Off by 2024, EASA Regulator Says

•   Bloomberg: Tesla China Demand Slumps, Adding to Headaches After Protest

•   Bloomberg: Tencent Tries to Bounce Back From $200 Billion Antitrust Slide

•   Bloomberg: Where Can You Fly Right Now? U.S. Vaccine Drive Gives Airlines a Boost

•   Bloomberg: Apple Executive Faults Mac Security to Defend IPhone Control

•   Bloomberg: Cisco says shortages will disrupt supply chains for rest of year

•   Bloomberg: JPMorgan Tops Banks Supporting Fossil Fuel—and Signals Green Shift

•   Bloomberg: Brexit: UK New Carbon Market Makes Polluting Pricier

•   Bloomberg: How Green Is Wall Street? Ranking Banks by Funding Oil, Coal, Renewables

•   Bloomberg: Climate and ESG: U.K. Pushes G-7 for Mandatory Reporting of Environmental Risks

•   Reuters: Fauci expects COVID-19 vaccines for kids in late-2021, sees need for booster shot

•   Reuters: Pelosi calls for U.S. and world leaders to boycott China's 2022 Olympics

•   Reuters: U.S. Democrat unveils resolution to electrify the economy

•   Reuters: U.S. will donate substantial portion of vaccines through COVAX -U.S. official

•   Reuters: UK's Johnson announces urban renewal plans after promise to "level up"

•   Reuters: China cuts COVID-19 vaccine ingredient shipment to Brazil

•   Reuters: Taiwan raises COVID alert islandwide, but gets vaccine boost

•   Reuters: Pfizer to produce COVID-19 vaccine component in Ireland

•   Reuters: How Myanmar's military moved in on the telecoms sector to spy on citizens

•   Reuters: Nations must collaborate on climate to reach net-zero emissions targets -IEA's Birol

•   Reuters: Explainer: What Beijing’s new crackdown means for crypto in China

•   Reuters: EXCLUSIVE Chile's Escondida copper mine union hopes for deal but girds for strike

•   Reuters: EXCLUSIVE Ford Motor, SK Innovation to announce EV battery joint venture -sources

•   Reuters: Explainer: Citizen Trump faces mounting legal woes

•   Reuters: Analysis: Biden sticks to Israel-Gaza playbook, irking progressives and allies

•   Reuters: Analysis: To tackle climate change, China must overhaul its vast power grid

•   AP: Republican leaders turn against bipartisan Jan. 6 commission

•   CNN: India: Fears over 'black fungus' drug shortages as cases rise among Covid-19 patients

•   CNBC: Fauci says Covid infections are decreasing in all 50 states

•   CNBC: Covid-19 cases, deaths, and vaccinations: Daily U.S. data on May 19

•   CNBC: CDC expects Covid vaccine data on pregnant women this summer and on kids under 12 in the fall

•   CNBC: India’s richest state was at the center of the second wave. Now, it’s preparing for a third wave

•   CNBC: The UAE and Bahrain offer third Sinopharm shots amid questions over vaccine effectiveness

•   CNBC: The world is ‘standing on the precipice’ of multiple crises, former UN chief warns

•   MarketWatch: Buying a home? Skip the 'love letter' to the seller

•   Fox News: Iran 'dangerous' for world peace by targeting Israel, Bush says, warning 2-state solution 'very difficult’

•   SCMP: US-South Korea summit: will North’s nukes or China top agenda when Joe Biden meets Moon Jae-in?

•   SCMP: Nuclear energy: China, Russia agree to boost ties in ‘strategic priority’ area

•   SCMP: Fears grow that Nepal’s Covid-19 crisis could be even worse than India’s

•   SCMP: Why do so many people join the Communist Party in China?

•   Global Times: China speeds up top-level design for carbon-neutral push

•   Global Times: China eyes herd immunity by year end; daily vaccinations can top 20mln if needed: top immunologist

•   Nikkei Asia: Japan maglev train project still stalled by environmental concerns

•   Nikkei Asia: Pros and cons of holding the Tokyo Olympics during a pandemic

•   Nikkei Asia: Vietnam scrambles to control COVID at industrial parks

•   Nikkei Asia: Development Bank of Japan to boost ESG funding up to 80% to $50bn

•   Nikkei Asia: World's economic winners and losers reflected in COVID policy

•   Nikkei Asia: Analysis: Xi prepares to skip over Little Hu's '6th generation'

•   Mainichi: Toyota to halt 2 plants amid chip crunch, 20,000 vehicles affected

•   Mainichi: Uncertain COVID-19 vaccine progress leaves economy at risk: Bank of Japan chief

•   Economic Times: Expect prolonged slowdown in consumption this time: Upasna Bhardwaj

•   OilPrice.com: Heavy Rains Reduce Gulf Coast Refinery Output

•   OilPrice.com: Venezuela’s Crumbling Oil Industry Is An Environmental Nightmare

•   OilPrice.com: The U.S. Is Not Ready For An All-Electric Future

•   OilPrice.com: Russia’s Gazprom Sees Global Gas Demand Growing Despite Green Push

•   OilPrice.com: Russia: Oil Market Is Balanced With Demand Slightly Exceeding Supply

•   Construction Equipment: ARA: Equipment Rental Revenue to Beat 2019 Peak in 2022

•   For Construction Pros: Industry and Labor Urge Biden to Keep Steel Tariffs Amid Escalating Steel Prices

•   For Construction Pros: Did the April Housing-Starts Surprise Result from Weather or Materials and Labor Shortage?

•   Industrial Vehicle Technology: European construction moves from crisis to boom

•   DIGITIMES: Taiwan server ODMs brace for lockdown impact

•   DIGITIMES: Chip shortage continues to disrupt auto production

•   Robotics & Automation News: Upward Farms launches first organic vertical farm in the US Northeast

•   Robotics & Automation News: Demand for delivery robots has ‘quadrupled’ in past year, says Starship Technologies

•   Dronelife: NASA’s Advanced Air Mobility Project: ANRA to Provide UAM Services for Multi-Year Project to Develop Passenger Drones and Other Advanced Air Mobility Solutions

•   매경(P1): [단독] 전월세 보증료 너무 비싸…3개 기관 독점 손본다

•   매경: 전셋값 폭등에…갈 곳은 ‘수수료 2배’ 서울보증뿐

•   매경: HUG, 보증 무기로 분양가 좌지우지…정부는 팔짱만

•   매경(P1): 與, 재산세 감면기준 9억으로 상향

•   매경: 조폐공사 찾는 부자들 "金 사러 왔어요"

•   매경: 한국기업들, IT개발자 찾아 동남아로…"인건비 절반, 실력도 갖춰"

•   매경: 작년 844억 손실 석탄공사, 몽골탄광 손해보고 판다

•   매경: [세종 인사이드] 레임덕에…與 차출 된 기재부 관료 몸값도 하락세

•   매경: 김용진 이사장 ESG경영 올인…국민연금 투자전략 진두지휘

•   매경: [알립니다] '매경 ESG 민간협의체' 첫 세미나

•   매경: 굴뚝산업도 달라졌다…"환경 전문가 모셔라"

•   매경: "방법은 누구나 알고있지 않나…탄소중립, 실행속도가 더 중요"

•   매경: 화이자 22만명분 반입…1차접종 22일부터 재개

•   매경: 한미정상회담 '반도체·배터리주' 반등기회 줄까

•   매경: 갈팡질팡 코스피에…동학개미, 배당주 펀드에 '눈길'

•   매경: 국내 배출권 거래시장 '살아나네'

•   매경: 강남 서초 6000가구 쏟아지는데…전셋값은 요지부동

•   한경(P1): 네이버, 이베이코리아 인수전 등판

•   한경: 또 뭉친 신세계·네이버…"최종 승자되면 50조 초거대 연맹"

•   한경(P1): 미술관 아니고 원전이라고?…10분의1 크기 '미니 원자로' 온다

•   한경: '멜트다운' 위험 없는 소형원전, 그린수소까지 대량생산

•   한경: 현대엔지니어링, 방사능 누출 불가능한 소형원전 짓는다

•   한경: 빌 게이츠 "탄소 발생 없는 유일한 에너지원은 원자력뿐"

•   한경(P1): 실적배당이냐, 원금보장이냐…퇴직연금 '디폴트옵션' 초읽기

•   한경(P1): [단독] 민간기업까지…가짜 사무실 만들어 '세종 특공' 챙겼다

•   한경: "보조금 한 푼 못 받아도 인기 폭발"…'전기차 형님'들이 온다

•   한경: [단독] 결국 민주노총 요구대로…정부, 최저임금 근로자위원 바꾼다

•   한경: '경제 10위' 한국, 행복지수는 OECD 37개국 중 35위

•   한경: '문재인 정부 4년' 정부 발의법 뚝…정책주도권, 巨與로 넘어가

•   한경: OECD 78% "고용 회복 1년 이상 걸릴 것"

•   한경: 하루 이체한도 30만원…소비자 뿔났다

•   한경: "공장 풀가동해도 없어서 못 판다"…LG화학에 무슨 일이?

•   한경: 재택근무 답답한데 출근은 싫고…'신개념 오피스' 등장

•   한경: 산업부, '로봇 핵심 기술 개발' 사업에 에이딘로보틱스 선정

•   한경: LNG 발전설비' BHI, 美·日 꺾고 세계 1위

•   한경: '코로나의 역설'이 지배하는 증시

•   서경(P1): 조셉 스티글리츠 "韓, 수소경제 베팅 제2의 반도체 될것" [서울포럼 2021]

•   서경: 스티글리츠 교수 "자원 불평등 없는 수소경제, 화석연료와 달라···富 재분배 가능" [서울포럼 2021]

•   서경(P1): 대출금리 슬금슬금 오르는데···은행 예적금 금리는 사상 최저

•   서경(P1): “애플 잡아라”···삼성-구글 '웨어러블 동맹' 나섰다

•   서경: OS독립 포기하며 승부수 던진 삼성···모바일 주도권 되찾는다

•   서경: 차세대 픽셀폰 AP 개발 협업···삼성·구글, 반도체 전략적 협력도 확대

•   서경: 배경화면 따라 색상 맞춤···확 바뀐 '안드로이드12'

•   서경(P1): 北核 폐기 없는 제재 해제···'핵무기 인정' 함정 빠진다

•   서경: 비핵화 단계적 접근은 한계 명확···北, 단물 빼먹다 핵동결로 끝낼 수도

•   서경: 美 새 대북정책, 北호응 없으면 약발 안먹혀···'전략적 인내 2.0' 회귀 예상

•   서경: 데이비드 샴보 교수 "中 동아시아 영향력 과대 평가···북핵협상서 역할 미미"

•   서경: 北, 핵시설 폐기 대가로 '韓 군축' 요구 가능성···되레 안보 빨간불

•   서경: 북핵 대응 플랜B도 준비해야..."北 유사시 수도권 점거, 핵어뢰로 미군 증원 차단 가능"

•   서경: 내년 100만명이 내는데...종부세, 난수표 되나

•   서경: 세계 최대 반도체 M&A, 공정위 심판대에 올랐다

•   서경: 이번엔 징벌적 손배···금소법 '제 2쇼크' 오나

•   서경: 최태원 대한상의 회장, 국제회의 데뷔···녹생성장 매커니즘 노하우 알린다

•   서경: 스타트업 생태계 구축하는 삼성전자 C랩

•   서경: 삼성·LG마저 '원자재 쇼크' 울상···판매가 조정·프로모션 축소 나설수도

•   서경: 후판값 놓고 철강 VS 조선 대립···"물량 고의로 줄였다" 의혹까지

•   서경: "올 200조 수주 기대"...건설株 눈높이 쑥쑥

•   서경: 올 IPO 200조원 육박···"'닷컴버블' 넘는 광풍, 지수에도 부담"

•   서경: [시그널] 물류센터 몸값 크게 뛰자···증권사들 "인수보다 개발"

•   서경: 아파트값 뛰자···단독도 5년새 2배 껑충

•   서경: 강남 재건축 불씨, 강동으로 번진다

•   조선(P1): 재개발 규제 10년, 주민 삶이 쪼개졌다

•   조선: 미래유산 보존한다며… 재건축단지에 한 동만 흉물로 덩그러니

•   조선: 길 하나 두고 집값 8억差, 재개발 취소 주민들 “박탈감에 잠이 안와”

•   조선(P1): [단독] 벌목 발전 2050년까지 13배 늘리기로

•   조선: 전문가들 “나무 태울때 발생한 탄소, 새 나무 심어 흡수하려면 70년”

•   조선: 개울에 통나무 둥둥… 굴착기로 흙까지 파내

•   조선: 화이자, 식약처에 ’12~15세 접종·상온 유통' 허가 신청하기로

•   조선: 원전 이용한 ‘그린 수소’… 세계가 달려든다

•   조선: “팔아라” “비싸다” 증권가 이례적 매도 리포트

•   조선: 美·中 테크 전쟁… 이번엔 ‘라이다 센서’

•   조선비즈: [포스트코로나 투자전략] ② 전문가 23인 “반도체·배터리 외 정유·금융도 주목해야”

•   조선비즈: ‘부동산’ 이어 ‘원전’도 반대 부딪힌 송영길…양이원영 “SMR도 위험”

•   조선비즈: 주식시장이 기대하는 한미 정상회담 시나리오 두 가지

•   조선비즈: 뉴딜펀드 ‘울상’… 文 대통령도 손해 봤다

•   조선비즈: 반도체 패권경쟁 참전한 韓 빅2…TSMC 추격하는 삼성, 틈새시장 공략 SK

•   조선비즈: 삼성重·대우조선, 잇단 수주에도 대규모 적자… 흑자는 내년 이후에나

•   조선비즈: “中, 앞으로 5년 ‘자립형 경제’로 간다”

•   조선비즈: 카카오, ‘고성과 직원' 전용 복지 추진…내부 반발

•   인베스트조선: '지주사의 꿈' 실현 위해 주머니 털리는 계열사들

•   인베스트조선: 국민연금 脫석탄 네거티브 스크리닝 검토…시장 혼란 불가피

•   중앙(P1): 한국 수소차 가장 많은데, 충전소는 일본의 절반

•   중앙: 정부가 로드맵 그려 밀어붙인 수소 경제…일회성 지원보다 인력·기술력 키워야

•   중앙: '넥쏘'의 현대차 "수소발전"…SK는 아마존에 수소지게차 공급

•   중앙: EU 60년 프로젝트 ‘온실가스 0’…한국에 주어진 건 32년뿐

•   중앙: 전력판매 5개월째 늘고 산단 가동률 82%…깨어나는 제조업

•   동아(P1): 칸막이 사라진 금융, ‘디지털 협쟁’의 시대

•   동아(P1): “또다른 팬데믹 온다… 백신 기업에 인센티브를”

•   동아: ‘전월세 신고제’ 6월 시행… 계약일부터 30일 안에 신고해야

•   동아: 갈곳 잃은 돈… 요구불예금 회전율 역대 최저

•   동아: 비자발적 실직자 14개월 만에 첫 감소

•   한국(P1): 집단감염 피한 백신 접종자들… 예방 효과 속속 확인

•   한국(P1): 22년째 극한 대립만… 상속세는 왜 ‘벌 주는 세금’으로 불리나

•   한국: 인천 "2030년 신재생에너지 보급률 35.7%"... 8조 투입

•   국민(P1): 오·만찬 격식 등 의전 조율 ‘노 마스크’ 회담 진행될 듯

•   국민(P1): 해외선 “백신 교차접종 안전”… 정부, 자체 연구 추진

•   세계(P1): 캠벨 “한·미, 글로벌 백신공급 협력 강화”

•   세계(P1): 與, 대선국면에 쇄신은 '어물쩍' 포퓰리즘은 '적극적'

•   세계: “적대적 M&A 방어 무기” vs “재벌기업 세습 수단 악용” [연중기획-포스트 코로나 시대]

•   경향(P1): [단독][전환기의 노동, 길을 묻다](상)고용형태 변화·산업전환 가속노동운동, 변해야 살아남는다

•   경향: [단독][기후위기와 노동운동]①“사업장 폐쇄도 닥쳐야 알아…탈석탄 맞지만 고용 불안 헤아려야”

•   머니투데이(P1): 고리1호기 해체시동, 550조 시장 열린다…방폐물 처리는 난제

•   머니투데이(P1): [단독]'K-바이오 연합군' 진용 짜였다 "우리 손으로 mRNA 백신 개발"

•   머니투데이: 국산 mRNA 백신, '엔데믹' 넘어 세계시장 갈까

•   머니투데이: 모더나 위탁생산도 가시권…mRNA 백신 '투트랙' 전략 가동

•   머니투데이: 백신주권 필요하지만 '마중물'은 부족…파격 지원책 '절실'

•   머니투데이: 국산 백신 속도낸다…'백신의 시간' 바이오의 반격

•   머니투데이: 대선용 복지정책 넘치는데…곳간 채울 증세는 부자만?

•   머니투데이: 세입자가 "갱신요구로 2년 더 살겠다"고 새 집주인에게 일방 통보되나?

•   파이낸셜뉴스(P1): 유턴기업 전방위 지원, 車·반도체도 돌아온다

•   파이낸셜뉴스(P1): 규제의 역설… 강남, 서울 집값 끌어올렸다

•   파이낸셜뉴스: 그림·노래·빌딩도 되는데… 주식 '소수점 투자' 언제쯤?

•   파이낸셜뉴스: 코로나가 몰아낸 손님.. 음식점 수도, 매출도 줄었다 [빅데이터로 확인된 '사장님의 눈물']

•   파이낸셜뉴스: "전기차 판 커지고 관세혜택까지"… K-배터리도 美에 생산기지 세운다

•   파이낸셜뉴스: 삼성 美 파운드리에만 20조… 반도체·백신 빅딜 '키포인트' [한·미 정상회담 D-2 한국기업 투자보따리]

•   파이낸셜뉴스: 美서 전기차 생산 나서는 현대차… 테슬라 안방서 정면승부 [한·미 정상회담 D-2 한국기업 투자보따리]

•   파이낸셜뉴스: 로봇·드론 배송 등 '디지털 물류' 구축

•   디지털타임스(P1): 시장 잡으려다 서민만 잡았다

•   디지털타임스(P1): 맞을수록 올랐다… 압구정 한 채 80억

•   이데일리(P1): [원자재파동]②철근품귀에…“공사계약 눈물 머금고 포기했어요”

•   이데일리: [원자재파동]①‘철근대란’ 대책 곧 발표'…“공사장 멈추니 이제야”

•   이데일리: [원자재파동]③건설업계 “건설사만의 문제 아냐...민·관 뭉쳐야”

•   이데일리: [원자재파동]④철근 이어 시멘트 재고도 딸려…커지는 '한숨'

•   이데일리: 김준형 국립외교원장 “美 대중전략은 ‘비스포크’ …韓 아직 선택의 시간있다”

•   이데일리: “한미정상회담 백신 ‘깜짝 뉴스’ 기대…쿼드 참여해도 中 보복 없을 것”

•   이데일리: "중대재해처벌법 두고 격론.."과잉입법 " Vs "사업주 경각심 제고"

•   이데일리: 디지털화폐 속도내는 한은…네이버 Vs 카카오 Vs 시중은행 '합종연횡'

•   이데일리: "전세대출 연내 200조"…은행권, 속도조절 위해 문턱 높여

•   이데일리: 뉴타운의 부활…오세훈표 재시동 1호는 어디?

•   연합: 오늘도 600명대 중후반…거리두기 조정안 내일 발표, 재연장될듯

•   연합: 60∼74세 접종 'D-7' 중간 예약률 약 50%…접종속도 빨라질듯

•   연합: [ESG가 온다] ①국내업계에 부는 바람…동맹 체결하고 투자도 확대

•   연합: [ESG가 온다] ②세계 ESG 자금시장 규모 829조…2년새 2배로

•   e대한경제: 기류 바뀐 ‘이재용 사면론’ 급물살

•   이뉴스투데이: [단독] 끝없이 추락하는 계통한계가격…역대 ‘최저점’ 기록

•   에너지경제: [단독] 탈원전 역주행 가속화…원전 의존 갈수록 높아져 모회사 한전 먹여살리는 한수원

•   전자신문: [이슈분석] 원자재 '슈퍼 사이클' 원인과 파장은?

•   전자신문: [이슈분석] 중소 수출기업 10곳 中 8곳 “원자재 가격 상승은 악재”

•   전자신문: 프리미엄 LCD TV 시장, 한·중전 격화...신제품 출시 봇물

•   전자신문: 세계 해상풍력, 2030년 236GW 전망…대형 유틸리티 경쟁 치열해진다

•   ZDNet Korea: '에너지' 해킹 사례 잇따라…정부, 보안 대책 비상

•   디지털데일리: ESG 시대 개막, 투자자부터 소비자까지 ESG

•   디지털데일리: 다시 불붙는 '페이퍼리스', 기업 ESG 경영 타고 확산

[Opinions]

•   Project Syndicate(Carl Bildt): What to Do About Gaza

•   Project Syndicate(Michele Goodwin, Gregory Shaffer): The Right Incentives for Global Vaccine Access

•   Project Syndicate(David Malpass): How to Vaccinate Every Country

•   Project Syndicate(Javier Solana): Multilateralism or Bust

•   FT(Editorial Board): Spain’s migrant influx is a warning shot for Europe

•   FT(Robert Armstrong): Unhedged: QE and stock prices

•   WSJ(Editorial Board): Biden’s Gift to Putin on Nord Stream 2

•   WSJ(Phil Gramm, Rick Scott): Biden’s Plans Are Already Hurting the Recovery

•   NYT(Spencer Bokat-Lindell): Why Can’t the Republican Party Quit Donald Trump?

•   NYT(Yousef Munayyer): This Moment Is Different

•   NYT(Ariel Dorfman): Progressives Won Chile’s Election. And They Won Big.

•   WP(Editorial Board): Vaccine certificates could help avoid a chaotic post-pandemic world

•   WP(Editorial Board): Apple must resist China’s tyranny

•   WP(Jennifer Rubin): The GOP hands Democrats the formula to keep the House majority

•   WP(Jennifer Rubin): How the Hamas-Israel conflict can come to an end

•   WP(Paul Waldman): This is how Donald Trump becomes president again

•   WP(Daniel W. Drezner): The graying of great-power politics

•   Bloomberg(Mohamed A. El-Erian): Markets Worry the Federal Reserve Is Making a Mistake

•   Bloomberg(Daniel Moss): Why Isn't the Fed Fazed by Inflation? Its Past Failures Explain a Lot

•   Bloomberg(Justin Fox): Wait, California Has Lower Middle-Class Taxes Than Texas?

•   Bloomberg(John Authers): The Biggest Tail Risk in Markets Has Shifted

•   Bloomberg(Marcus Ashworth): The ECB's Financial Stability Report Is Scary Reading

•   Bloomberg(Liam Denning): IEA Climate Report Challenges Exxon and BlackRock

•   Bloomberg(Brooke Sutherland, Tae Kim): Chip Shortage: Carmakers Don't Deserve Special Treatment

•   Bloomberg(Jonathan Bernstein): Republicans Put Fringe Front and Center

•   Bloomberg(Andreas Kluth): Europe Can Fend Off China and Russia Via Three Seas Initiative

•   Bloomberg(Therese Raphael): Britain’s Hardest Choices After Brexit Revolve Around China

•   Bloomberg(Mark Gilbert, Lionel Laurent): Bitcoin (BTC) Drop Pits Wall Street Analysis Against Magic Mushrooms

•   Bloomberg(Faye Flam): Changes in Menstruation After Covid-19 Vaccines Should Be Studied

•   Bloomberg(Stuart Levenbach): Infrastructure Goals Depend on Reforming Federal Permit Rules

•   MarketWatch(Mark Hulbert): Why you should be worried now that investors are confident enough to buy and hold stocks

•   MarketWatch(Peter Morici): Bidenomics may end in tears

•   MarketWatch(Lawrence A. Cunningham): Why bitcoin’s bust and the ‘crypto cult’ threaten all investors

•   MarketWatch(Menzie Chinn): Here’s how to tell if this spurt of inflation is here to stay

•   MarketWatch(Jeffrey Miron, Pedro Braga Soares): Waiving COVID-19 vaccine patents would be disastrous

•   Fox News(Tucker Carlson): The Great Unmasking is finally upon us, but not everyone is happy

•   Fox News(David Limbaugh): Biden's bipartisan sham – Republicans, put country first and fight Dems' radical agenda

•   Reuters(Mike Dolan): The paradox of Italian inflation risk

•   서경(현정택): 한미정상회담에 대한 기대와 우려