Business Intelligence Monitor 210527

(Introduction)

[Markets]

•   Global: Equities, dollar rise as Fed officials downplay inflation concerns

•   Eurozone: Eurozone bonds rebound as ECB officials push back on taper talk

•   한국: 코스피, 소폭 하락한 3,168 마감…기관만 순매수

•   한국: CS '매도' 리포트에…LG화학 시총 4조 날아갔다

•   한국: 두산그룹주 힘받아, 두산중공업 9%대 뛰고 두산퓨얼셀 4%대 올라

•   한국: 해외 원전사업 걸림돌 치웠다, 모처럼 웃는 두산중

•   Metals: Copper boosted by planned labour strikes at Chile mines

•   Grains: Corn bounces from one-month low, wheat and soy drift lower

•   Cryptocurrency: Bitcoin hovers around $40,000 after a wild week of trading

[Indicators]

•   US Weekly Mortgage rates·applications: Weekly mortgage demand falls as interest rates move higher

•   한국 2020년 농가 및 어가 경제조사: 재난지원금 효과…농어가 소득 9% '쑥'

•   한국 3월 인구동향: 잠재성장률 주저앉힌 인구감소

•   Japan Apr. Supermarket sales: Japan's April supermarket sales up 6% on strong demand for clothing

•   India Weekly Employment: India’s Unemployment Rate Set to Surge as Virus Deepens Pain

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   CNBC: Covid-19 cases, deaths, and vaccinations

•   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: Why a Grand Plan to Vaccinate the World Against Covid Unraveled

•   WSJ: Biden Calls for Intelligence Report on Origins of Covid-19

•   WSJ: Jerome Powell’s Fate Is Critical to Biden Presidency

•   WSJ: Fed’s Quarles: If Economy Meets Expectations, Time to Talk Taper Approaching

•   WSJ: Covid-19 Vaccine Makers Press Countries to Oppose Patent Waiver

•   WSJ: WHO Seeks More Data on Second Chinese Covid-19 Vaccine up for Approval

•   WSJ: In Tight Housing Market, Thousands of Homes Are Reserved for Certain Buyers

•   WSJ: Japan Looks to Extend Covid-19 State of Emergency

•   WSJ: Australia Reviews China Port Lease Near U.S. Military Outpost

•   WSJ: Inside the Israel-Hamas Conflict and One of Its Deadliest Hours in Gaza

•   WSJ: Wall Street CEOs to Testify in Congress on Pandemic Response

•   WSJ: China Tries to Temper Rising Commodity Prices

•   WSJ: China’s ‘Green Bonds’ Often Look More Like Regular Bonds

•   WSJ: Investors Boost Bets on Timber-Carbon Market

•   WSJ: EU Eyes Formal Antitrust Investigation Into Facebook

•   WSJ: China’s Xiaomi Shrugs Off Covid-19 and Trump

•   WSJ: Ford Expects 40% of Global Vehicle Volume to Be Fully Electric By 2030

•   WSJ: Shell Ordered by Dutch Court to Cut Carbon Emissions

•   WSJ: Activist Wins Exxon Board Seats After Questioning Oil Giant’s Climate Strategy

•   WSJ: Oil Giants Are Dealt Major Defeats on Climate-Change as Pressures Intensify

•   WSJ: Nvidia Posts Record Earnings on Videogaming, Cryptocurrency Demand

•   WSJ: Hydrogen-Powered Trains Have Arrived

•   WSJ: Amazon to Buy MGM for $6.5 Billion, Excluding Debt

•   NYT: Immunity to the Coronavirus May Persist for Years, Scientists Find

•   NYT: Commodity Prices Have Soared, but Miners Aren’t Investing

•   NYT: A renewable energy ‘breakthrough’

•   WP: Arab-Jewish violence in Israeli cities leaves country changed

•   FT: Scientists claim to have solved Covid vaccine blood-clot puzzle

•   FT: India’s new coronavirus case rate declines after lockdowns

•   FT: A rebounding economy won’t mean a return to the status quo

•   FT: EU to demand billions in damages if AstraZeneca fails to hit vaccine target

•   FT: Lukashenko claims ‘planned provocation’ forced interception of Ryanair flight

•   FT: Swiss abandon talks on closer ties with EU

•   FT: Draghi’s clean up of Italian state has its limits

•   FT: Tory pressure mounts for cross-border carbon levy

•   FT: Data point to vaccines blunting threat of Covid summer wave in UK

•   FT: UK construction hit by delays in post-Brexit certification scheme

•   FT: Cummings launches stinging attack on Johnson and handling of Covid crisis

•   FT: Chinese trade provides boost to North Korea’s battered economy

•   FT: Iran bans bitcoin mining as power cuts grip country

•   FT: IAEA chief sounds alarm over Iran’s nuclear programme

•   FT: US bank chiefs express caution over cryptocurrencies

•   FT: ‘It’s wild out there’: crypto firms lure top bankers in price boom

•   FT: Oil producers face costly transition as world looks to net-zero future

•   FT: Total and Chevron suspend gasfield dividends to Myanmar junta

•   Bloomberg: U.S. Trade Chief to Hold First Talks With Chinese Counterpart

•   Bloomberg: Slowly But Surely, Central Banks Are Signaling Policy Shifts

•   Bloomberg: The Real Signal Commodities Are Sending on Inflation: Chart

•   Bloomberg: Biden’s Asia Czar Says Era of Engagement With Xi’s China Is Over

•   Bloomberg: Global Deal on Tax Nears as G-7 Seeks Common Ground

•   Bloomberg: Germany, France Say Global Tax Deal Could Be Reached in Weeks

•   Bloomberg: It’s Time to Talk About Something and Inflation Isn’t the Right Word for it

•   Bloomberg: U.S. Asks WTO to Address Forced Labor on Fishing Vessels

•   Bloomberg: What the White House Means When It Says Housing Is Infrastructure

•   Bloomberg: U.S. Labor Market Needs 18 More Months to Recover, Fitch Says

•   Bloomberg: ECB’s Panetta Sees No Justification for Slowing Bond-Buying

•   Bloomberg: Europe’s Jobs Rebound May Lag Economic Recovery, Study Shows

•   Bloomberg: Local Lockdowns Temper India’s Economic Activity in April

•   Bloomberg: Mexico’s Covid Deaths Fall Sharply on Immunity, U.S. Vaccines

•   Bloomberg: South Korea Crosses a Population Rubicon in Warning to the World

•   Bloomberg: U.S. Commerce Chief Seeks Long-Term Lumber Solution With Canada

•   Bloomberg: Russia Accuses U.S. of Violating Nuclear Pact Ahead of Summit

•   Bloomberg: India Said to Need $22 Billion of More Borrowings for States

•   Bloomberg: Japan Cuts Economic Assessment Amid Emergency Extension

•   Bloomberg: South African Covid-19 Cases Rise 17%, Positivity Rate Climbs

•   Bloomberg: Samsung Still a Bargain in Red Hot Korea Market, Hedge Fund Says

•   Bloomberg: China Struggles to Suppress Bubbles in Markets Awash With Money

•   Bloomberg: Central Banks Face New Balancing Act With Their Huge Asset Piles

•   Bloomberg: Tsunami of Cash Threatens to Pin Funding Rates at 0% Until 2022

•   Bloomberg: China’s Crypto Mining Crackdown Followed Deadly Coal Accidents

•   Bloomberg: China’s Scrutiny of Corn Imports Spurs U.S. Cargo Cancellations

•   Bloomberg: The Super-Rich Are Choosing Singapore as the World’s Safest Haven

•   Bloomberg: In Green Copper Race, Chile Uses Blockchain to Tout Credentials

•   Bloomberg: From Corn to Copper, Commodities Cool Off With China in Focus

•   Bloomberg: GlobalFoundries Taps Morgan Stanley for Jumbo IPO

•   Bloomberg: Workers Return to Weirder Offices With Moveable Walls and Touchless Elevators

•   Bloomberg: Extreme Heat to Test Power Grids From California to New England

•   Bloomberg: Texas Bill Would Spread Blackout Costs Over Decades

•   Bloomberg: Chevron Investors Back Climate Proposal in Rebuke to C-Suite

•   Bloomberg: Fight Over Solar Subsidy Tests California's Climate Commitment

•   Bloomberg: Wall Street’s ESG Gold Rush Has Conjured a ‘Green Bitcoin’

•   Reuters: China's Xiaomi says U.S. has formally lifted securities ban

•   Reuters: Beijing says it rejects pending U.S. legislation to counter China

•   Reuters: EU to target industry, transport in renewable energy rules, Commission says

•   Reuters: Belgium halts J&J COVID vaccine for under 41s after first EU death

•   Reuters: German coronavirus rate hits lowest level since October

•   Reuters: World Bank says Russia's economic recovery gaining pace

•   Reuters: Exclusive: China bars banks from selling commodities-linked products to retail buyers - sources

•   Reuters: U.S. says it is confident Taiwan can control COVID, in talks on vaccines

•   Reuters: Biden’s EV metals import plan unlikely to match climate goals -executives

•   Reuters: Analysis: If not now, when? COVID-19 spurs global push to tackle wealth gap

•   Reuters: Analysis: As Gaza fighting ebbs, Israel’s communities eye each other warily

•   Reuters: Analysis-If not now, when? COVID-19 spurs global push to tackle wealth gap

•   Reuters: Analysis: Early or late cycle? Fast-running bull market unnerves investors

•   AP: Syrians vote in election certain to give Assad new mandate

•   AP: EXPLAINER: How vaccine passports for global travel will work

•   CNN: Housing market: It may be in a 'little bit of a bubble,' Jamie Dimon says

•   CNBC: Wage rises and labor shortage are a ‘democratization’ of U.S. workforce, fund manager says

•   CNBC: ‘We’re rewarding Putin with a summit?’ Not everyone thinks the Russia-U.S. meeting is a good idea

•   CNBC: CDC is working on new Covid guidance for summer camps now that teens can get vaccine, director says

•   CNBC: Malaysia now has more Covid cases per million people than India

•   Fox Business: White House sticks by Biden's $4T spending plans despite Dimon warning on inflation

•   Politico: Bipartisan highway bill advances in Senate, offering a path through infrastructure morass

•   Axios: Scoop: States warn banks — Drop coal, and we drop you

•   SCMP: US and EU officials meet to discuss concerns about China moves, including in Xinjiang and Hong Kong

•   SCMP: Coronavirus: Taiwan seeks 300 missing Covid-positive people as record high deaths reported

•   SCMP: As China’s working population falls, factories turn to machines to pick up the slack

•   SCMP: China-EU investment deal: Beijing calls on France to help unfreeze debate, shelved over sanctions

•   SCMP: China’s yuan rally fuels central bank debate on using currency appreciation to fight commodity price surge

•   SCMP: Most Filipinos don’t want a coronavirus vaccine. Especially not a Chinese one

•   Nikkei Asia: ASEAN to receive $10bn decarbonization support from Japan

•   Nikkei Asia: South Korea, Japan and Taiwan rush to develop homegrown vaccines

•   Nikkei Asia: US advisory on Japan highlights risk of protracted COVID fight

•   Nikkei Asia: Sony will invest $18bn to grow entertainment and sensor businesses

•   Nikkei Asia: Nissan in advanced talks to build battery gigafactory in UK

•   Nikkei Asia: IHI teams with NuScale on small modular reactor project in US

•   Nikkei Asia: Japan charges into green tech race, eyeing solid-state battery prize

•   Nikkei Asia: Abe floats list of potential Japan PM candidates, seeing 'plenty of talent'

•   Nikkei Asia: US says looking at Quad meeting in fall focused on infrastructure

•   Nikkei Asia: ECB tapering talk 'premature' without solid recovery: board member

•   Nikkei Asia: Analysis: China loses Europe as Xi's hard-line diplomacy backfires

•   Economic Times: India becomes second country to reach 20 crore vaccination coverage after US

•   OilPrice.com: Renewables Are Facing A Moment Of Truth

•   OilPrice.com: S&P Report: Gulf Producers To Slash Deficits As Oil Prices Rise

•   MINING.com: Biggest copper project in decades begins production - MINING.COM

•   International Construction: Caterpillar launches four 9-10 t wheeled loaders

•   Industrial Vehicle Technology: Bobcat launches new generation of telehandlers

•   DIGITIMES: Memory module makers cautiously optimistic about demand from Chia

•   DIGITIMES: Taiwan PCB supply chain warming up for new iPhones

•   DIGITIMES: Networking device makers continue to move production lines out of China

•   DIGITIMES: TSMC kicking off production for new iPhone chips

•   Robotics & Automation News: Collaborative robotics market set to grow to $8 billion by 2030

•   Robotics Tomorrow: How Robotics is Transforming Manufacturing

•   Robot Report: FANUC expands SR SCARA product line with six new models

•   Dronelife: Ehang’s New Passenger Drone Designed for Long-Range, Intercity Transportation

•   매경(P1): [단독] 국책연 "민간임대와 집값 폭등은 관계 없어"

•   매경: 서민 세입자 '비명'…세금폭탄 집주인 부담전가에 ‘월세 폭등’

•   매경(P1): 서울 민간재개발 빨라져…구역지정 2년으로 단축

•   매경: 강북 뉴타운 부활 신호탄…오세훈 서울시, 4년내 24만가구 공급한다

•   매경: 오세훈 재개발 수혜 1순위는…벽화만 그린채 방치됐던 창신 숭인동

•   매경(P1): IMF도 견뎠는데…저축은행, 상속세 부담에 결국 매각

•   매경: "캐나다·호주처럼…상속세 대신 주식처분 때 세금 매기자"

•   매경: "오너경영 많은 국내 기업현실, 상속세 대수술 해야 미래있다"

•   매경: 반도체 전쟁중인데…삼성전자 세금부담, TSMC 2.5배

•   매경: 근로자 10명중 4명 세금 한푼도 안내…상위 10%가 72% 부담

•   매경: 10월부터 카카오페이로 지하철 버스비 낸다

•   매경: 온갖 아는 척하는 '라떼' 부장님…사원들은 속병든다

•   매경: 사내 뒷담화가 무서워졌어요…부장들의 고백

•   매경: "대기업이 도우니 中企 스마트공장 생산성 19% 쑥"

•   매경: SKC 유럽에 동박 신공장…세계 1위 정조준

•   한경(P1): "SMR·연료전지…수소가 미래다"

•   한경: 최정우 "수소사업, 포스코엔 생존 문제…30조 매출 내겠다"

•   한경: 욘 안드레 뢰케 넬 CEO "그린수소 생산단가 낮아져…세계가 달려들 것"

•   한경: 추형욱 SK E&S 사장 "수소는 재생에너지 한계 극복할 대안"

•   한경: "수소발전 시장 35% 선점한 한국, 수소경제 선도할 것"

•   한경: "獨 수소경제, 기업·정부가 쌍끌이"

•   한경: 전세계 'SMR 레이스'…"美·英선 신재생에너지급 혜택"

•   한경(P1): 야놀자, 나스닥 직행…손정의 2조원 투자

•   한경: 與, 재산세 감면·LTV 완화 등 27일 결론

•   한경: 美, 바이든 '대화 기조'에도…북한 '대테러 비협력국' 재지정

•   한경: 저소득층 복지혜택 '374만원' 받을 때 고소득층 고작 '7만원'

•   한경: "근로감독권 지자체 공유"에…노사정 모두 반대

•   한경: 15분 초고속 배달…"강남선 이미 배민 앞질렀다" 파다한 소문

•   한경: 강남 분양 절벽에…분양가 9억 이하 비중↑

•   한경: 하반기 내집마련, 실수요자의 선택은?

•   서경(P1): 반도체法'에 전기차·배터리도 넣는다

•   서경: "미래산업은 국가전략무기"···'EBS' 넘어 성장엔진 판 키워야"

•   서경: 소형원자로·원격의료도 육성책 시급···족쇄 법안 손질해야 적기 투자 가능

•   서경: 기재부내 가상자산 관련 조직 신설 검토...제도화는 부담

•   서경: SK, 인텔 낸드사업 인수 속도전···中 다롄에 법인 신설

•   서경: “글로벌 8인치 팹, 2024년 월간 660만장 찍는다”

※   SEMI: Global 200mm Fab Capacity on Pace to Record Growth to Meet Surging Demand and Address Chip Shortage, SEMI Reports

•   서경: [그린수소 핵심 '수전해기술']CO2 걱정없는 '친환경 해법'···단가 비싸 상용화 갈 길 멀어

•   서경: 두산家 3세 막내 박용욱 회장의 '아트 하이브리드' 호텔 실험

•   조선(P1): 文 “한미연합훈련, 미국과 시기·방식 협의해 결정”

•   조선: 野 “탈원전 하며 왜 原電수출”… 文 즉답 피해

•   조선: 60세이상 백신 1차만 맞아도, 감염 예방 90% 사망 예방 100%

•   조선: 승진 축하해, 대출금리 인하 요구해보게

•   조선: 10명 중 6명 “내집 한채 꼭 가져야”

•   조선: “물 들어올 때 노 젓자” 현대重, 8월 상장한다

•   조선: 1만번 접었다 펴도 멀쩡한 전지, 한국이 개발했다

•   조선비즈: 중흥그룹, '업계 6위' 대우건설 품나… "다각도로 인수 검토"

•   조선비즈: 자본시장연구원 "기업 ESG 공시 부담 최소화해야"

•   조선비즈: 개미들, 박스피에 질렸나… 한 달 새 주식 거래 30% 줄었다

•   조선비즈: ‘반도체 쇼크'에 코로나 재확산까지... 발목 잡힌 현대차 글로벌 전략

•   조선비즈: 韓 타이어업계, 美 상무부 덤핑 판정에 셈법 복잡해져

•   조선비즈: “전기차 배터리 시장 10년간 23배 성장”... K-배터리 업체 글로벌 투자 확대

•   조선비즈: [단독]SK 'AI 컨트롤타워' 키운다…SKT, AI 전략 총괄TF '아폴로' 가동

•   조선비즈: [포스트코로나 투자전략] ⑤ 원자재 슈퍼 사이클 주인공은 ‘구리'

•   조선비즈: 수주 칸막이 없애자 반발 커진 전문건설업계… “일감 다 뺏기고 있다”

•   중앙: 은성수 “암호화폐 거래소 폐쇄 언급, 안전한 데로 옮기란 뜻”

•   중앙: 50억 넘는 압구정 아파트, 2030 여섯명은 대출 없이 샀다

•   중앙: 나랏빚 부담에…정부 내년부터 재정지출 구조조정

•   중앙: 골드만삭스는 코스피 3700 간다는데, 개미 왜 몸 사리나

•   중앙: 거세진 美 '탄소중립' 압박, 文 "올해 안에…" 머뭇하는 까닭

•   동아(P1): 1차 접종자, 7월부터 실외 노마스크… 2차 완료땐 ‘5인금지’ 예외

•   동아: 백신 접종증명서, 앱이나 종이로 발급

•   동아: 찬반 엇갈리는 ‘백신 혜택’… “마스크 해방” vs “시기상조”

•   동아: [단독]‘BBC 고용 효과’… 삼성 반도체 협력사 5년간 일자리 5000명 늘어

•   동아: [단독]與 “종부세 증가분 절반, 임대주택 등에 쓰자”… 지자체 반발할듯

•   동아: 中대사 “한국, 대만 언급 없었다면 좋았을 것”

•   동아: 제주 도서지역 택배, 드론 날려 보낸다

•   동아: “ESG는 거대한 전환… 기술변화-탈탄소 접목이 새 경쟁력”

•   동아: [단독]“코로나 직원 1명 구하라” 인도 날아간 앰뷸런스

•   문화(P1): ‘엉터리’ 산정 공시가, 정정도 ‘멋대로’

•   문화: “기존업종 보호 명분 신산업 제한… 왜곡된 진입규제만 양산”

•   한국(P1): 중간착취 금지법에 부정적인 고용부, 왜 파견·용역업체만 대변하나요

•   머니투데이: '친환경 무장' 세계1위 韓조선의 위엄…"프리미엄 붙어도 中보단 韓"

•   헤럴드경제(P1): “가상자산 규제법 필요...투자자 보호 시급”

•   헤럴드경제(P1): 서울 중랑·인천 부평 등 4차 도심주택 후보 8곳

•   헤럴드경제: 국민 절반 “내년 최저임금 인상돼야”

•   헤럴드경제: 고철값 급등...현대제철, 철근값 인상 착수

•   헤럴드경제: 위탁생산 잇단 ‘러브콜’...한국, 백신생산 허브로 뜨다

•   헤럴드경제: 갤노트 포기한 삼성 “올해 폴더블폰 3배↑ 700만대 판매”

•   파이낸셜뉴스(P1): 해외투자까지 반대… 미래성장 가로막는 勞

•   파이낸셜뉴스: "신성장 동력 확보, 해외투자가 답"… 노조 몽니에 답답한 기업 [해외투자 발목 잡는 노조]

•   파이낸셜뉴스: 美 견제에 무너진 ‘中 반도체 굴기’ "파이 키울 기회" 韓 반사이익 기대

•   파이낸셜뉴스: MWC 환불없이 행사 강행.. 국내기업 수십억원 날릴판

•   파이낸셜뉴스: 해외여행 빗장 풀린다… '백신 마케팅' 분주해진 여행·항공사

•   아시아경제(P1): [단독]가상화폐 거래소에 6만9000명 3.9兆 사기당했다

•   아시아경제(P1): 진입규제 OECD 2위…해외업체만 배불리기

•   아시아경제: 삼성전자 '시스템반도체 2030 전략' 가속도 붙었다

•   아시아경제: [2021 아시아금융포럼]전문가들 "ESG 경영, G(지배구조) 가치에 주목하라"

•   디지털타임스(P1): [단독] 국제항공 이용객수 16개월 만에 반등

•   이데일리(P1): [만났습니다]①"이제 '그린서바이벌' 시대…P4G, 선진국-개도국 가교역할 할 것"

•   이데일리: "텍사스 유력?"…삼성전자, 美투자 뉴욕·애리조나 배제 못하는 이유

•   이데일리: 7년 만의 달러 약세 가능성…아시아 신흥국 시장 뜰까?

•   이데일리: 액체연료전지 성능 높일 전극 촉매 개발

•   연합: 오늘 600명대 중후반…정체국면 장기화속 이동량↑ 위험 여전

•   연합: "올해 에너지 수요 4.2% 늘 것"…석탄 빼고 다 증가 예상

•   연합: 김동연 前부총리 "우리나라 '승자 독식' 만연"…정치판에 쓴소리

•   뉴스1: [단독]SK 'AI 컨트롤타워' 키운다…SKT, AI 전략 총괄TF '아폴로' 가동

•   e대한경제: 반도체 수급난에 신차 대신 중고차로 눈 돌린다…매물 감소ㆍ가격 상승 가능성

•   더구루: 두산밥콕, 英 탄소중립 프로젝트 '시즈웰C' 참여

•   비즈니스워치: [에너지워치]한·미 동맹에 한전·한수원 '온도차'

•   뉴스웨이: [Why]두산건설 아픈 손가락 ‘일산 두산위브’ 인기매물 탈바꿈 왜

•   에너지경제: 한전 신재생에너지 발전 직접참여 ‘가물가물’…관련 법안, 국회서 10개월째 낮잠

•   에너지데일리: “새만금형 RE100 사업 본격 추진한다”

•   전자신문: 위기의 ESS 업계 “정부 정책 변경·규제 강화에 문 닫을 판”

[Opinions]

•   Project Syndicate(Jeffrey Frankel): Statistics and the Pandemic

•   FT(Editorial Board): Asia is lagging behind on vaccinations

•   FT(David Gardner): Palestinian unity upends Middle East status quo

•   FT(Amy Kazmin): India’s Covid vaccine rollout favours the wealthy and tech-savvy

•   WSJ(Editorial Board): The Virus Lab Theory’s New Credibility

•   WSJ(Alan S. Blinder): Biden’s Plan Encourages True Supply-Side Economics

•   WSJ(Karl Rove): Republicans Can Get an Infrastructure Deal

•   WSJ(James Panero): Biden’s Architecture of Power

•   WSJ(Jason M. Thomas): Reopening Is Inflation’s Cure, Not Cause

•   NYT(Editorial Board): Philadelphia Is Preventing Evictions Without a Moratorium

•   NYT(Thomas L. Friedman): On Israel-Palestine, Biden Must Revive a Two-State Solution

•   NYT(Farhad Manjoo): Apple's App Store Fees Are Too High

•   NYT(Nicholas Eberstadt): Biden and Moon Are Getting North Korea Wrong

•   WP(Max Boot): The Gaza war isn’t an argument against the Iran nuclear deal

•   WP(Henry Olsen): The world needs the Tokyo Olympics. They can and should go forward safely.

•   WP(Jennifer Rubin): No, Biden’s summit with Putin doesn’t make the U.S. look ‘weak’

•   WP(Josh Rogin): Biden is passing the buck on the covid origin investigation

•   WP(Charles Lane): Who’s guilty of what in the Hamas-Israel conflict?

•   Bloomberg(Noah Smith): Stock Buybacks Aren’t Holding Back Wages

•   Bloomberg(John Authers): FANG Stocks Are Obscuring Extent of the Biden Bounce

•   Bloomberg(Marcus Ashworth): The Fed Is Suffering From Tantrum Paranoia

•   Bloomberg(Liam Denning): Exxon's Proxy Loss Is Also Its Strategic Gain

•   Bloomberg(Tara Lachapelle): Is the 5G Wireless Race Worth Winning? Amazon Laughs

•   CNN(Tom Quaadman): Covid vaccines are a modern miracle. We might not have them without these protections

•   CNBC(Michael K. Farr): Enjoy this bull market, but investors shouldn’t get complacent

•   CNBC(Henry Fernandez): Capital markets must lead the transition to a net-zero economy

•   MarketWatch(Peter Morici): Biden’s deficits are creating a sugar-high economy

•   Fox News(Steve Daines): Biden's tax-and-spend agenda will hurt not help America recover from COVID

•   Reuters(John Kemp): Hybrid working likely to be worst of both worlds

•   Reuters(Karen Braun): After historic surge, CBOT corn sets a less auspicious record

•   매경(송승헌): 탄소중립, 비용 아닌 가치창출 기회로

•   서경(현정택): 탈원전 허상을 벗을 때다