Business Intelligence Monitor 210521

(Introduction)

[Markets]

•   Global: Stocks climb with tech shares, Treasury yields fall, cryptos bounce

•   한국: 코스피 외인·기관 매도에 0.34% 하락…3,160대 마감

•   한국: 두산그룹주 거의 다 올라, 두산중공업 9%대 두산 8%대 뛰어

•   Oil: Oil Slips With Potential Sanctions Relief on Iran Looming

•   Metals: Copper up on dollar, strike possibility in Chile

•   Grains: Strong exports sparks U.S. corn rally; wheat, soy firm on technical bounce

•   Lumber: Lumber Futures Jolt Higher as U.S. Demand Holds Strong

•   Cryptocurrency: Bitcoin Price Bounces After Cryptocurrency Crash Shocks Market

•   Cryptocurrency: 김치프리미엄 한때 22%…불안한 비트코인

※   매경: 2030 "버텨라" 외치지만…김치프리미엄 뒤 폭락, 2018년 재연되나

[Indicators]

•   US May Philadelphia Fed manufacturing Index: Philly Fed factory activity grows at slower pace in May

•   US Weekly Jobless claims: U.S. Jobless Claims Extend Decline to New Pandemic Low

•   Eurozone Mar. Current account: Euro zone current account surplus narrows in March

•   Germany Apr. PPI: Jump in German producer prices points to higher inflation pressure

※   FT: Eurozone producer price rises are not inflation risk, says ECB’s chief economist

•   UK Apr. Wages: UK pay growth picks up sharply in April as lockdown eases

•   China LPR: China keeps lending benchmark rate unchanged for 13th straight month

•   한국 1분기 가계동향: 가계는 여전히 코로나 그늘…근로·사업·재산소득 트리플 감소

※   통계청: 2021년 1/4분기 가계동향조사 결과 보도자료

※   한경: 文 "불평등 악화"…홍남기 "소득분배 개선"…엇박자 이유는

•   한국 4월 PPI: 원자재 가격 상승에 생산자물가 6개월째 올라…4월 0.6%↑

•   한국 주간 아파트 가격(부동산원): 집값 잡겠다더니…서울 아파트값 다시 '꿈틀', 2·4대책 전으로 돌아갔다

•   Japan Mar. Machinery orders: Japan March core machinery orders rise 3.7% mth/mth

•   Japan Apr. Balance of trade: Japan exports jump most in decade as trade-led recovery perks up

•   Indonesia Apr. Balance of trade: Commodity Boom Propels Indonesia’s Exports to a Decade-High

•   Argentina Mar. Economic activity: Argentina Economy Unexpectedly Shrank for Second Month in March

•   South Africa Benchmark rates: South African Central Bank Maintains That Next Rates Move Is Up

[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: Israel, Hamas Agree to Cease-Fire After 11 Days of Conflict

•   WSJ: Israel-Hamas Conflict Disrupts Blinken’s Arctic Trip

•   WSJ: Why Today’s Israeli-Palestinian Conflict Is Different From 2014

•   WSJ: Israeli-Palestinian Conflict: What’s Happening and Why Are They Fighting?

•   WSJ: With Iranian Help, Hamas Builds ‘Made in Gaza’ Rockets and Drones to Target Israel

•   WSJ: What Commodities Prices Are Saying About Inflation

•   WSJ: Food Prices Soar, Compounding Woes of World’s Poor

•   WSJ: Real-Estate Frenzy Overwhelms Small-Town America: ‘I Came Home Crying’

•   WSJ: What Is Covax and How Will It Deliver Covid-19 Vaccines to Poorer Countries?

•   WSJ: Fed to Publish Paper on Digital Currency This Summer

•   WSJ: Biden’s IRS Plan Would Double Agency Staffing, Target Cryptocurrency

•   WSJ: As Amazon, McDonald’s Raise Wages, Small Businesses Struggle to Keep Up

•   WSJ: Covid-19 Disrupts Years of Health Progress in U.S.

•   WSJ: Covid-19 Vaccine Booster Shots Raise Tough Issues for Health Authorities

•   WSJ: Inflation Rate Calculator: Customize Your Own Consumer-Price Index

•   WSJ: Biden Welcomes Largely Maskless Crowd to White House

•   WSJ: Europe’s Latest Covid-19 Surge Is Finally Receding

•   WSJ: India’s Navy Searches for Dozens Missing After Cyclone Kills 26 on Barge

•   WSJ: Bitcoin Is the Apogee of Rational Speculation

•   WSJ: Cryptocurrency Has Yet to Make the World a Better Place

•   WSJ: Tesla Drivers Test Autopilot’s Limits, Attracting Audiences—and Safety Concerns

•   WSJ: TikTok Parent’s Founder Zhang Yiming to Step Down as CEO

•   WSJ: Drones Flying Near Airports, Infrastructure Prompt U.S. Action

•   WSJ: Europe’s Chaotic Reopening Forces Airlines to Experiment

•   WSJ: Microsoft Plans to Pull the Plug on Internet Explorer

•   NYT: New Political Pressures Push US, Europe to Stop Israel-Gaza Conflict

•   NYT: North Korean Weapons Are Likely Here to Stay, Even if Biden Won’t Say It

•   NYT: Once Tech’s Favorite Economist, Now a Thorn in Its Side

•   NYT: They Haven’t Gone for a Shot. So Shots Are Coming to Them.

•   NYT: As Paycheck Protection Program Runs Dry, Desperation Grows

•   NYT: Countries Are Scrambling for Vaccines. Mongolia Has Plenty.

•   WP: Capitol security bill: House passes $1.9 billion measure despite Democratic defections

•   WP: The GOP keeps reinforcing the real reason it opposes a Jan. 6 commission

•   WP: The Health 202: House Republicans are refusing both vaccines and masks

•   FT: Corporations grapple with signs of overheating US economy

•   FT: EU parliament declares China treaty ratification ‘frozen’

•   FT: Candidates to succeed Merkel clash in first televised debate

•   FT: Why striking trade deals abroad is creating headaches for Johnson at home

•   FT: New EU VAT rules to cost British SMEs £180m in extra red tape

•   FT: Steel industry hits out at UK plans to remove tariff protections

•   FT: Vaccine passports set for use at mass events in England

•   FT: UK rail looks to private sector in biggest shake-up since 1990s

•   FT: Biden’s bond with Netanyahu in spotlight as Gaza tensions flare

•   FT: US targets ‘stable, predictable’ ties with Russia

•   FT: India blames China for deadly Himalayan clashes

•   FT: Japanese pensioners with US stimulus cheques descend on Tokyo banks

•   FT: Russia issues €1.5bn bond as tensions between Moscow and Washington ease

•   FT: Chinese province sets up hotline to report suspected crypto miners

•   FT: National Grid joins forces with RWE to target US offshore wind

•   FT: 6 takeaways from the IEA’s net-zero scenario

•   FT: World must pivot away from the Covid vaccine patent distraction

•   FT: Bitcoin’s growing energy problem: ‘It’s a dirty currency’

•   Bloomberg: Two Astra Doses Give Up to 90% Protection From Covid Symptoms

•   Bloomberg: Don’t Fear the Taper: Fed to Dominate Treasury Market for Years

•   Bloomberg: What’s Happening in the World Economy: Is It Time for the Fed to Taper?

•   Bloomberg: Biden’s Tax Math for $4 Trillion Runs Into Congress Scorekeepers

•   Bloomberg: U.S. Floats 15% Global Minimum Tax, Less Than for Domestic Firms

※   U.S. Treasury: READOUT: U.S. Department of the Treasury’s Office of Tax Policy Meetings

•   Bloomberg: Biden’s IRS Crackdown Proposal Targets Rich Hiding Income

•   Bloomberg: GOP Governors Stop $300/Week Federal Unemployment Benefits, Stoking Debate

•   Bloomberg: Unemployment Benefits Being Pulled by GOP Governors Too Soon, White House Says

•   Bloomberg: Moderna Starts Shipping Covid Vaccine From U.S., Boosting Shot Exports

•   Bloomberg: Fed’s Kaplan Says ‘Gently’ Scaling Back Fed Support May Be Wise

•   Bloomberg: The Citi U.S. Economic Surprise Index Just Went Negative for the First Time Since Last June

•   Bloomberg: Antony Blinken Recuses Himself on Boeing Foreign Policy Discussions

•   Bloomberg: U.S. Infusion to States and Cities Already Totals $105 Billion

•   Bloomberg: Biden Shift Brings Nord Stream 2 Closer, But Hurdles Remain

•   Bloomberg: Nord Stream 2: Merkel Welcomes Biden Steps on Sanctions Drop on Pipeline

•   Bloomberg: New Mask Rules: CDC Guidance Caused Confusion, Must Be Clarified Fauci Says

•   Bloomberg: Biden’s North Korea Plan Owes a Lot to Trump

•   Bloomberg: Europe Heads for Jobs Crunch That May Be Deeper Than the U.S.’s

•   Bloomberg: Europe Oil Demand Gets Boost With Pre-Covid Levels of Highway Activity

•   Bloomberg: IMF: Germany Mustn’t Reduce Covid Fiscal Stimulus Too Quickly

•   Bloomberg: UK House Price Boom May Endure After Stamp Duty Holiday Ends, BOE Says

•   Bloomberg: Brexit Latest: Trade Advisers Sought and Klarna Eyes Finance Regulation for IPO

•   Bloomberg: U.K. City Apartments Back in Demand After Departures in Pandemic

•   Bloomberg: India’s Covid Crisis Worsened by Complications Like Fungal Infection

•   Bloomberg: Covid Vaccine Certificate Proof Recognition to be Discussed by G7

•   Bloomberg: Japan Approves Moderna, AstraZeneca Covid Vaccines

•   Bloomberg: Taiwan Says U.S. Vaccine Aid Would Help Shield Chip Industry

•   Bloomberg: Colombia Cut to Junk by S&P After Failed Bid to Raise Taxes

•   Bloomberg: Canada Housing Market: Macklem Warns Buyers Interest Rates Will Eventually Rise

•   Bloomberg: 1MDB: Malaysia Fails To Link Najib's $28 Million in Cash Seized to Scandal

•   Bloomberg: China Ratchets Up Price Warnings as Inflation Fears Mount

•   Bloomberg: Iran Says World Powers Accept Sanctions Should End; Crude Falls

•   Bloomberg: Crypto-Crash Autopsy Shows Billions Erased in Flash Liquidations

•   Bloomberg: China to Become Even More Dominant Oil Buyer After New Tax Code

•   Bloomberg: China’s Scrutiny of Shadow Debt Bites Developers Like Evergrande

•   Bloomberg: Musk Tells Ark That Audits Could Solve Bitcoin’s Energy Concerns

•   Bloomberg: BP Job Recruitment Starts in Offshore Wind Push as Green Ambitions Grow

•   Bloomberg: Ford Is Said to Weigh Exit of Electric-Scooter Unit Spin

•   Bloomberg: Apple Accuses Microsoft of Using Epic in Legal Attack

•   Bloomberg: WeWork Lost $2.1 Billion on Closings, Neumann Deal

•   Bloomberg: Biden Ordering Climate Risk Strategy for Financial Assets

•   Bloomberg: Africa’s Financial Capital Sets 35% Renewable Energy Target

•   Bloomberg: Deutsche Bank Sustainability Green Investment, Finance Goals Speeded up

•   Bloomberg: Green-Fuel Push Stirs Food Inflation Fears in Rebound From Virus

•   Bloomberg: Likely Drone Delivery Growth Prompts NTSB to Expand Its Purview

•   Reuters: BioNTech says vaccine likely to be effective against India variant

•   Reuters: Vaccine patent waiver will not be enough -WTO chief

•   Reuters: Pfizer COVID-19 vaccine can be stored in refrigerator for a month, U.S. says

•   Reuters: UK daily COVID cases highest in a month, Indian variant rising sharply

•   Reuters: Pfizer, BioNTech to deliver 60 million more COVID-19 vaccine doses to Turkey

•   Reuters: Vaccines are satanic': Bolivia battles fake news in inoculation drive

•   Reuters: EXCLUSIVE Latin America poised to benefit as U.S. raises exports of COVID-19 shots -sources

•   Reuters: EXCLUSIVE G7 playing a 'dangerous game' by pushing Moscow towards China - Russian envoy

•   Reuters: Exclusive-PetroChina ships jet fuel to junta-ruled Myanmar, data shows

•   Reuters: Global oil demand has risen to 95 mln bpd -Al Jaber

•   Reuters: Chile's Codelco says its copper is 100% traceable amid sustainability drive

•   Reuters: Special Report: How Russia's new Gulag tries to break convicts like Alexei Navalny

•   Reuters: Analysis: Global liquidity is shrinking and that’s no bad thing

•   AP: China, US argue over naval activity in South China Sea

•   AP: Spain's migrant drama highlights EU outsourcing policy flaws

•   AP: EXPLAINER: How did Hamas grow its arsenal to strike Israel?

•   CNN: The Fed's use of 'transitory' to describe inflation may be 'transitory'

•   CNBC: Biden orders federal strategy to curb climate change risk to economy

•   CNBC: Lumber executive expects volatility, elevated prices to last for ‘foreseeable future’

•   CNBC: Europe is welcoming vaccinated tourists this summer: Here’s what you need to know

•   CNBC: Gold is still relatively cheap and could surge, strategist says

•   CNBC: Dubai launches region’s 'first industrial scale’ green hydrogen plant

•   CNBC: Google’s first retail store, where it will sell phones and other gadgets, to open this summer in New York

•   SCMP: Chinese President Xi Jinping to call for vaccine pledges at G20 health summit

•   SCMP: China’s cryptocurrency crackdown sees Inner Mongolia call on public to report illegal mining operations

•   SCMP: India’s coronavirus crisis threatens plans for post-pandemic supply chain shift from China

•   Global Times: China accelerates COVID-19 vaccination

•   Nikkei Asia: Japan to issue vaccine certificates to spur international travel

•   Nikkei Asia: Japan to add Okinawa to COVID state of emergency

•   Nikkei Asia: Japan willing to freeze all Myanmar development aid: Motegi

•   Nikkei Asia: Toyota US parts maker hit by cyberattack, data compromised

•   Nikkei Asia: India foreign minister says China thaw hinges on border peace

•   Nikkei Asia: 'Old' Quad strategy risks provoking China: Malaysia's Mahathir

•   Nikkei Asia: GoTo sets up three-way battle for Southeast Asian tech dominance

•   Mainichi: LDP seeks body to protect Japan firms amid US-China rivalry

•   Economic Times: Covid crisis: As sales crash, electronic, phone companies shutter plants

•   Business Standard: India's test positivity rate for Covid-19 down to 15%; Centre ups caution

•   OilPrice.com: U.S. Shale Is Finally Giving Shareholders A Payday

•   OilPrice.com: Asia Largely Dismisses IEA’s Bombshell Anti-Oil Report

•   OilPrice.com: Colombia’s Oil Industry Is Desperate For Protests To End

•   OilPrice.com: Asia’s Physical Oil Market Strengthens In Sign Of Rising Demand

•   OilPrice.com: The $87 Billion Chinese Car Maker That Hasn’t Sold A Single Car

•   MINING.com: Copper cupboard remains bare as discoveries dwindle — S&P study

•   Equipment Journal: Doosan debuts its -7 wheel loaders

•   For Construction Pros: Wind Turbines Fuel Construction Crane Growth

•   DIGITIMES: UMC gains commitments from major clients for long-term demand

•   DIGITIMES: Memory IC sales poised to hit record in 2022, says IC Insights

•   Robotics & Automation News: How AI is Improving Software Development

•   Robotics & Automation News: ABB Robotics advances construction industry automation to enable safer and sustainable building

•   Robotics & Automation News: The future of robotics in architecture

•   Robotics Tomorrow: The Need for Speed - Manufacturers Must Adapt Workers’ Skills for Fast Covid-19 Recovery

•   Dronelife: African Drone Regulations: How Easy is it to Operate in the African Market?

•   매경(P1): SK배터리, 포드 전기차에 올라탄다

•   매경: 바이든, 中 보란듯이…GM LG화학·포드 SK이노 K배터리 동맹

•   매경: 삼성, 미 반도체 공장 증설 깜짝 발표 나오나

•   매경: 구글 "韓기술규제 다룰 韓美 고위급회담을"

•   매경(P1): '광명 땅투기' LH, 지주사 전환…3개 회사로 쪼갠다

•   매경: 개발정보 분산해 LH비리 막는다는데…실효성 '미지수'

•   매경: 김종인이 띄우자 이광재도 러브콜…몸값 오른 김동연

•   매경: 리튬, 흑연 이어 이번엔 니켈이다…포스코, 배터리 원료 공급망 강화

•   매경: 현대차·기아 유럽서 돌풍…지난달 판매 4배이상 껑충

•   매경: 15일 걸릴 일 30초면 끝…AI가 삼성OLED 설계

•   매경: 200㎏ 탑재 화물운송 드론…LIG넥스원 개발 나선다

•   매경: 대학 축제·강의도…캠퍼스 파고든 메타버스

•   매경: "화이자 코로나19백신 부작용 2차 접종때 더 많아"

•   매경: "양과 질 모두 놓쳤다"…전세대책 결국 '빈수레' 신축공급 227가구뿐

•   매경: "주가 조정은 먼저 매 맞은 셈"…SK하이닉스 반격 시작되나

•   매경: 연봉 5천 직장인, 30년 만기 4.2억 대출 가능…7월 DSR 규제강화

•   매경: [株머니 주요산업 증시기상도] 美, 전기차 200조원 투자…현대·기아차株 수혜 기대

•   매경: [단독] 美상하원, 文대통령 환영 결의안에 '美와 인권협력' 요구

•   한경(P1): 한국 제조업 '화려한 부활'…1분기 실적 사상 최대

•   한경: 중후장대' 부활…삼성전자 빼고도 깜짝실적

•   한경: 반도체장비주 끌고, 코로나 수혜주 밀고…코스닥 영업익 98% 껑충

•   한경: 퇴직연금펀드, 정기예금과 수익률 비교해보니…'반전 결과'

•   한경: 전셋값 꿈틀대는데…대출 문턱 높이는 은행들

•   한경: "코스피 4000 간다"던 CLSA, 투자 의견 '중립'으로 내렸다

•   한경: "제발 집값 좀 안 올랐으면"…속타는 은마아파트 집주인들

•   한경: 일부 시민단체들 "토초세법 조속 통과시켜야"

•   한경TV: [단독] '이용자 3천만' 카카오, 6월부터 후불결제 가능

•   서경(P1): 해상풍력 허가 받아도 전력공급 8년 걸린다

•   서경: 전력망 고려도 없이···송배전 부족한 지방에 설비 75% 쏠려

•   서경: "韓美 입장 일치해야 北 비핵화 가능성 커져"

•   서경: "한미동맹, 동북아·인도태평양 핵심축" 美상원 이어 하원도 초당적 결의안 발의

•   서경: 암호화폐 짓누르는 '4중고'...증시·원자재 시장까지 흔드나

•   서경: 코인 폭락에도 입 가리고 웃는 거래소···하루 수수료 수입만 수백억

•   서경: 통안증권 잔액 11년來 최저···"금리 상승 대비 더 줄여야"

•   서경: TSMC, 1나노 공정 난제 풀었다

•   서경: [단독] "모든 미래사업 국내서 하라"···현대차 노조의 '생떼'

•   서경: 기업 74% "최저임금 동결하거나 내려야"

•   서경: [단독] KDI 원장 27일 선임...반대 여론에도 홍장표 강행하나

•   조선(P1): 대학 신입생 미달 4만명 역대 최대… 작년의 3배

•   조선(P1): 용산·창동… 이름만 남은 강북개발

•   조선: 강남 14.8억 vs 강북 7.1억… 집값 격차, 文정부 들어 더 벌어졌다

•   조선: 강남 3구 생산액 133조원, 강북 노도강은 13조원

•   조선: 강북 개발은 성수동처럼

•   조선(P1): 환경부 “산림청 벌목, 원점서 재검토”

•   조선: 탄소 더 뿜는 바이오매스 발전, 文정부서 2배로… 보조금 7년간 1조

•   조선: 목재 땔감, 영국은 줄이는데… 한국은 되레 확대

•   조선: 비트코인 반토막 쇼크... 이과장·김대리 연차내고 앓아누웠다

•   조선: 대기업 간부도 “종부세 감당 안돼”… 분납신청 1년새 5배로

•   조선: [Mint] ‘고위험 고수익’ 달려들던 서학개미, 소심해졌네

•   조선: [Mint] 10년만의 원자재 수퍼사이클?… ‘원자재 가격’에만 베팅하는 ETF 사볼까

•   조선: [Mint] 남는 전력 묶어 필요한 곳 주는 ‘가상 발전소’… 에너지 시장 판이 바뀐다

•   조선비즈: ‘재계 대표’ 굳히는 최태원 SK 회장, 文 대통령과 독대 이재용·정의선의 2배

•   조선비즈: ‘제대로 물 들어왔다’는 LG전자 전장사업, 분기 매출 첫 2조원 청신호

•   조선비즈: [2021 모빌리티포럼] “자율주행 시대, 의지와 믿음 있으면 언제든 현실화”

•   조선비즈: [2021 모빌리티포럼] 신재원 현대차 사장 “도심항공, 삶의 패턴 완전히 바꿀 것”

•   조선비즈: [2021 모빌리티포럼] “선두 없는 미래 모빌리티 시장, 강점 분야 만들 세기의 기회”

•   조선비즈: [2021 모빌리티포럼] 이재호 소장 “자율주행·도심항공도 결국 플랫폼으로 연결”

•   조선비즈: [2021 모빌리티포럼] 두덴회퍼 교수 “미래 모빌리티 키워드는 전기차·데이터·소프트웨어”

•   중앙: [단독] 與, 1주택자 양도세 면제기준 9억→12억 상향 검토

•   중앙: 모더나 백신 개발비만 2조, 한국은 2조 매출 제약사도 없다

•   중앙: [단독]“文 방미중 워싱턴서 모더나-삼바, 노바벡스-SK바이오 MOU”

•   중앙: [단독] 文정부 공무원 10만명 증가···이전 20년 합산보다 많다

•   JTBC: [단독] 화이자, 이번 주 안에 만 12~15세 허가 변경 신청

•   동아(P1): 세종시 특공 4채 중 1채는 실거주 안해…재테크 수단으로 변질 논란

•   동아: “쿼드 확대때 한국 참여 방안, 美의회서 논의중”

•   동아: 美 “한미정상 공동성명에 印太지역 안보 담길 것”

•   동아: 더 빠르고 정확해진 코로나 진단… “1초만에 OK”

•   동아: 車반도체 부족에 휴업, 한산한 현대차 공장

•   동아: [단독]카카오·네이버 100대 기업 중 급여 상승폭 1, 2위

•   문화: 친환경 건설 기계에도 전기차에 준하는 세제 지원 시급

•   문화: <소통·화합이 기업가치 높인다>공채 폐지· 영상플랫폼 소통… ‘유연·수평’ 조직으로 대변신

•   문화: <소통·화합이 기업가치 높인다>2030 대리급으로 구성된 ‘주니어보드’ … 대표이사에 현장의 생생한 목소리 전달

•   한국(P1): 주택 공급 급한 정부...국토부 장관 이어 부총리도 ‘민간 러브콜’

•   한국(P1): 1차 AZ·2차 화이자 '교차접종', 400~500명 임상시험

•   한국: 김종인이 띄운 윤석열·김동연... 다른 듯 닮은 '공통점 셋'

•   경향(P1): 수급난 안개 걷히니 이번엔 접종률 암초

•   머니투데이: 오세훈 강북 재개발로 공급 '시동'…'박원순표 빗장' 푼다

•   머니투데이: 빚 많아 은행 평가받는 기업집단 32곳…HMM·HDC 등 신규편입

•   머니투데이: 1분기 흑자 맛본 韓 배터리, 올해 연간 흑자 간다

•   머니투데이: "세상 로봇 多모았더니…4개월 만에 중개 요청 500건"

•   헤럴드경제: “코로나는 기후위기 ‘시험대’…탄소절감, 세계인 함께 나서야” [H.eco forum 2021-기후위기시계를 마주하다③]

•   헤럴드경제: 홍남기 “부동산 정책, 6월엔 모두 결론”

•   헤럴드경제: “시장, 공장이 가상 세계로” 디지털 트윈 공공 사업 착수

•   파이낸셜뉴스(P1): 1년새 두배 뛴 철광석값… 산업현장 '철강대란' [철광석대란에 산업계 비상]

•   파이낸셜뉴스: "철근 없어 공사 올스톱… 두달새 6억 손실" 건설자재 수급 불안, 주택공급까지 타격 [철광석대란에 산업계 비상]

•   파이낸셜뉴스: 열연·후판 t당 120만원… 자동차·조선, 수익성 악화될라 긴장 [철광석대란에 산업계 비상]

•   파이낸셜뉴스(P1): 부동산 규제완화 불협화음.. 종부·양도세 완화 없던일로 [부동산 세제개편 용두사미]

•   파이낸셜뉴스: 다주택자 '6월부터 稅폭탄' 그대로 [부동산 세제개편 용두사미]

•   파이낸셜뉴스: 서울 아파트 절반 9억 넘는데 "재산세 찔끔 깎아 집값 잡히겠나" [부동산 세제개편 용두사미]

•   파이낸셜뉴스: IPO 대어들 이름값 못하는 주가… 공모주 거품론에 불붙였다

•   파이낸셜뉴스: 국내 최대 스팩, 21일 증시 입성

•   파이낸셜뉴스: 삼성전자·SK하이닉스 목표가 내린 하나금투

•   파이낸셜뉴스: [fn 팩트체크] 디폴트옵션은 말 그대로 ‘옵션’… 제도 도입해도 원금보장 가능

•   파이낸셜뉴스: "미래 먹거리 확보"… 롯데케미칼 '수소·배터리’ 신사업 진출

•   파이낸셜뉴스: 조선업 ‘호황’…"2031년까지 발주 최대 2~3배 증가"

•   아시아경제(P1): 주한 미상공회의소 "이재용 석방해야"…文 대통령에 서한

•   아시아경제: "韓 최저임금 결정방식 비효율적…법률 결정 도입해야"

•   아시아경제: [단독]한미정상회담 열리는 21일, 당정청 '반도체 회의'…'합심'

•   아시아경제: 공매도 '찻잔 속 태풍'…거래 대금 '주춤'

•   아시아경제: 주춤한 탄소배출권 시장, 코로나19 털고 회복중

•   이데일리(P1): 재산세 부과 D-10…부동산시장 혼란 키우는 與

•   이데일리(P1): "내년 중순 미국 금리 인상 가능성 대비해야"

•   이데일리: "2차 대전 이후 돈 가장 많이 풀려…금융시장 '미니 쇼크' 온다"

•   이데일리: ‘국민 플랫폼’ 카카오, ESG 닻 올렸다

•   이데일리: LG QNED 출시 임박…삼성 네오QLED와 미니LED TV 승부

•   이데일리: "내년 중순 미국 금리 인상 가능성 대비해야"

•   연합: 오늘 500명대 중후반…내주부터 적용 '거리두기 조정안' 오전 발표

•   연합: 새만금민관協 민간위원 "새만금청, 태양광사업 추진 중단해야"

•   연합: '흙수저' 김동연, 與 겨냥 "현금지급 아닌 기회복지로"

•   연합인포맥스: 한신평, ㈜두산 등급 전망 '안정적' 상향

•   뉴스1: ‘끼임 사망사고’ 두산重-KCTC에 과태료 각각 부과

•   이투데이: [단독] “전략 요충지 사수” 삼성전자, 터키에 자체 스마트폰 공장 건설

•   더구루: '두산 투자' 美 뉴스케일파워, 해상부유식 원전 개발 추진

•   더구루: 두산 '협동로봇' 더 똑똑해진다…효율성·생산성↑

•   비즈니스포스트: 두산밥캣 올해 실적 신기록 바라본다, 박성철 미국공장 증설 공격적

•   CEO스코어데일리: 재무건전성 회복 두산건설, 연료전지 신사업도 탄력

•   뷰어스: 두산건설, 보수적 수주전략 바꾸나..“사업성 좋으면 참여한다”

•   에너지경제: [단독] 한전 3분기 요금인상 유보 땐 7000억 손실 추정…"경영악화 땐 탈원전 재검토 목소리 커질 듯"

•   에너지경제: [단독] ‘팥 없는 찐빵’ 풍력 규제 샌드박스…‘환경영향평가’ 환경부 존치

•   에너지경제: 韓, 최초 G7 기후환경장관 회의 참석…탄소중립·생태계 문제 논의

•   에너지경제: 한정애 장관 "민간의 탄소중립 자발적 참여 유도하는 녹색금융 활성화하겠다"

•   에너지경제: 에너지 전담 차관 신설 "쉽잖네"…국회 법안 처리 지연에 조직개편 규모도 축소

•   에너지경제: "탄소중립 과정 석탄발전·내연기관차 축소 등 피해 대책 보상 필요"

•   전자신문: 올해 1분기 태양광 설비 1GW 넘게 보급

•   전자신문: 글로벌 반도체 후공정 업계 1분기 매출 21.5% 증가

•   전자신문: 서울로봇인공지능과학관 '로봇과 함께 첫삽'

•   로봇신문: [KRoC 2021] "서비스 플랫폼으로 로봇 패러다임 전환해야"

•   로봇신문: [KRoC 2021] "현대자동차, 로봇기술의 내재화에 집중"

[Opinions]

•   Project Syndicate(Kevin Rudd): Our Responsibility to South Asia

•   Project Syndicate(Fawaz A. Gerges): Biden’s Israel Problem

•   Project Syndicate(Hans-Werner Sinn): Germany’s Ineffective Green Unilateralism

•   FT(Philip Stephens): Joe Biden can help break Northern Ireland’s Brexit deadlock

•   FT(Robert Armstrong): Unhedged: bitcoin is equity, not money

•   FT(Richard Waters): Supercomputers to reshape tech landscape

•   FT(Simon Kuper): Why the US is becoming more European

•   FT(Delphine Strauss): Resilience of remittances proves a lifeline for developing economies

•   FT(Arthur Kroeber): Don’t bet against China’s investment-led growth model

•   WSJ(Editorial Board): Europe Balks at Biden’s Tax Plan

•   WSJ(Kimberley A. Strassel): Biden’s Big Labor Bind

•   WSJ(Joseph C. Sternberg): Great Inflation Expectations Won’t Save the Fed

•   NYT(Nicholas Kristof): The ‘Unshakable’ Bonds of Friendship With Israel Are Shaking

•   NYT(Binyamin Appelbaum): Why Are Tech Companies Pretending to Be Governments?

•   NYT(Jeremy Scahill): Why Biden Is Right to Leave Afghanistan

•   NYT(Prashant Yadav): What Happens When the Vaccine Factory of the World Can’t Deliver?

•   WP(David Ignatius): MBS’s lawsuit against a Saudi spy threatens to spill secrets. The U.S. should intervene.

•   WP(Paul Waldman): Joe Biden may have changed a bit, but he’s still no radical

•   WP(Marc A. Thiessen): Biden’s failing miserably at addressing concerns from the vaccine hesitant

•   WP(Perry Bacon Jr.): There are four big challenges to American democracy and no clear solutions

•   WP(Eswar Prasad): Five myths about cryptocurrency

•   Bloomberg(Editorial Board): The U.S. Must Show Leadership in the Global Covid-19 Vaccine Effort

•   Bloomberg(Mark Gongloff): The Housing Market’s Fever May Be About to Break

•   Bloomberg(Conor Sen): The Strongest Sign Yet That Inflation Is Transitory

•   Bloomberg(Noah Smith): $1 Million Lotteries Should Play a Bigger Role in Public Policy

•   Bloomberg(Brian Chappatta): Personal Finance: Series I U.S. Savings Bonds Offer Inflation Protection

•   Bloomberg(John Authers): Bitcoin Flash Crash: Coinbase IPO, Musk on SNL Were Bubble Tells

•   Bloomberg(Jim Bianco): Why the Bitcoin Crash Was a Big Win for Cryptocurrencies

•   Bloomberg(Matthew A. Winkler): Bond Investors Love Greece. Really.

•   Bloomberg(Hussein Ibish): Gaza: How to Prevent the Next Israel-Hamas War

•   Bloomberg(Max Nisen): Next Wave of Covid Vaccines Is on the Way

•   Bloomberg(Rachel Sanderson): Mario Draghi Masks the Longer-Term Danger for Italy

•   CNBC(Ron Insana): The pied pipers of cryptocurrency are leading investors to their doom

•   CNBC(Karen Firestone): This is what investors are misunderstanding about tech stocks

•   MarketWatch(Mark Hulbert): Why the future for Microsoft, Amazon, Google, Apple and other pricey growth stocks isn’t so bright

•   MarketWatch(James Katz): ESG investing needs to clean its own house to remove investors’ doubts

•   Reuters(John Kemp): Column-U.S. refiners boost gasoline output as margins surge

•   Reuters(Clyde Russell): IEA call to end fossil fuels likely to fall on deaf ears in Asia

•   Reuters(Andy Home): Tin squeeze highlights critical minerals supply problems

•   한경(이덕환): 산으로 올라가버린 탄소중립

•   조선(최승혁): 4차 산업혁명 이끄는 ‘등대 공장’들… 실행 속도가 다르다