Business Intelligence Monitor 210531

(Introduction)

[Markets]

•   Global: Equities, dollar gain on rising U.S. inflation

•   US: U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges

•   China: Yuan’s Rally Draws Subtle Signal From PBOC Over Pace of Gains

•   한국: 코스피 외인·기관 순매수에 0.7%↑…3,190선 근접

•   한국: "반도체 부족 '최악' 통과"···자동차株 재시동

•   한국: 백신 접종 확대에 경기민감주 신고가 행진

•   한국: 두산그룹주 상승 많아, 두산중공업 6%대 두산인프라코어 5%대 올라

•   한국: 强위안화에 원화도 강세… 외국인 ‘셀 코리아’ 멈출까

•   Turkey: Turkish lira slumps on ‘gloomy’ political and economic outlook

•   Metals: Copper claws higher on hopes for wave of U.S. spending

•   Grains: Corn eases after volatile week

•   Cryptocurrency: Bitcoin slumps 8% as it heads for bruising monthly drop

•   Lumber: Lumber Gauge Finally Slips in Further Sign Boom May Be Easing

[Indicators]

•   US Mar. Crude output: U.S. crude output soars 14.3% in March -EIA

•   US Apr. PCE: Americans Boosted Spending, Adding Fuel to Economic Growth

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for a 10th month in a row -Baker Hughes

•   US Q2 GDP Nowcast: May 28, 2021: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: 9.3 percent — May 28, 2021

•   Eurozone May Economic sentiment: Italian rebound helps eurozone’s recovery from pandemic recession

•   France Q1 GDP(final): France in Double-Dip Recession at Start of 2021 After Revisions

•   한국 1분기 거주자 카드 해외 사용 실적: 코로나로 외국 못나가니 해외 카드사용 29% 급감

•   한국 4월 금융기관 가중평균 금리: 4월 가계대출 금리 2.91%···15개월 만에 최고

•   한국 4월 미분양 주택: 미분양 주택, 22개월만에 다시 늘었다

•   한국 6월 중소기업 경기전망: 원자재값 급등에 中企 경기전망 하락

•   한국 주간 아파트 수급동향(부동산원): 안정 찾아가던 전세시장 이달 들어 수요 치솟아

•   Japan Apr. Employment: Japan sees 1st jobless rate rise in 6 months amid 3rd virus emergency

[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

[Calendars]

•   WSJ: Economy Week Ahead: Factories, Services, Jobs

•   Bloomberg: Take Two on U.S. Jobs to Show If Tepid Data Was a Blip: Eco Week

[News]

•   WSJ: Biden Unveils $6 Trillion Spending Plan

•   WSJ: First Biden Budget Retains Trump-Era Business Tax Break

•   WSJ: Biden Administration Extends Bipartisan Infrastructure Talks Into June

•   WSJ: Senate Puts Off Vote on Bill to Keep U.S. Lead in Technology

•   WSJ: U.S. Manufacturers Blame Tariffs for Swelling Inflation

•   WSJ: Employers Can Require Covid-19 Vaccine Under Federal Law, New Guidance States

•   WSJ: Teenage Campers Who Are Fully Vaccinated Don’t Need to Wear Face Masks, Physically Distance, CDC Says

•   WSJ: Jobs Report Could Be Pivotal for Federal Reserve

•   WSJ: Why It’s So Hard to Fill Jobs in Certain States

•   WSJ: Biden Leads Predecessors in Nominations, Lags Behind in Confirmations

•   WSJ: The Cost of Covid-19 Treatment Has Left Families Destitute Around the World

•   WSJ: India’s Covid Surge Hit Young Patients Hard and Fast

•   WSJ: Migrants Keep Money Flowing Home as Rich Economies Bounce Back

•   WSJ: Israel’s Bennett Plans to Join Rival to Form Government in Bid to Oust Netanyahu

•   WSJ: Egyptian Officials Accuse Ever Given’s Captain of Losing Control of Ship in Suez Canal

•   WSJ: China’s Vaccination Surge Could Accelerate Asian Recovery From Covid

•   WSJ: Fed Warned Deutsche Bank Over Anti-Money-Laundering Backsliding

•   WSJ: India’s Stock Market Peers Beyond Covid-19 Surge

•   WSJ: Hackers Linked to SolarWinds Return With Phishing Attack, Microsoft Says

•   WSJ: Boeing Dreamliner Deliveries Face New Delays

•   WSJ: Investors Give Exxon Payback for Frustrations on Strategy and Climate

•   WSJ: Iron-Ore Miners Strive to Avoid Past Mistakes as Prices Boom

•   WSJ: PC Makers Have a Peak to Scale

•   NYT: Senate Republicans Filibuster Jan. 6 Inquiry Bill, Blocking an Investigation

•   NYT: Here's One Thing Missing from President Biden's Budget: Booming Growth

•   NYT: US Vaccine Rate: 70% May Be in Reach, New Poll Suggests

•   NYT: Texas Senate Passes One of the Nation’s Strictest Voting Bills

•   NYT: House Hunters Are Leaving the City, and Builders Can’t Keep Up

•   NYT: An Israeli Death and the Tangled Conflict Left Behind

•   NYT: Taiwan Prays for Rain and Scrambles to Save Water

•   NYT: India in Talks With Pfizer to Obtain Vaccine Doses

•   NYT: Big Setbacks Propel Oil Giants Toward a ‘Tipping Point’

•   WP: coronavirus lab leak theory gains ground as Biden orders intelligence review

•   WP: Biden’s renewed focus on covid origins ramps up pressure on WHO for more aggressive investigation

•   WP: Buttigieg wants ‘clear direction’ on infrastructure plan by June 7, as Democrats strike more urgent tone on negotiations

•   WP: As a negotiator, Biden leaves GOP senators unsure how far he will go

•   WP: The GOP push to revisit 2020 -- inspired by Trump's 'big lie' -- has worrisome implications for future elections

•   WP: Biden's week is strangely un-strange

•   WP: India’s covid surge has killed more than 500 doctors and sickened hundreds of others since March, stretching staffs thin

•   WP: Thai princess approves Sinopharm vaccine imports as coronavirus infections, anger mount

•   WP: In Iraq, Iran-linked drones alarm U.S. military commanders

•   WP: Colombia coronavirus: Pandemic gutted Latin America’s middle class

•   WP: China's Huawei calls on Russia as U.S. tech sanctions bite

•   FT: European Medicines Agency approves Pfizer jab for 12 to 15-year-olds

•   FT: Covid-19 lab-leak theory puts Wuhan research in spotlight

•   FT: Does the AstraZeneca vaccine have a future?

•   FT: Lukashenko accuses west of trying to destabilise Belarus

•   FT: Dissident’s arrest chills Belarusian opposition

•   FT: Russia releases $500m loan to Belarus as west imposes sanctions

•   FT: ‘We need people’: Berlin’s grand reopening hit by labour shortages

•   FT: Swiss prepare for EU chill after quitting market access talks

•   FT: Draghi continues Italian reform drive with new spending watchdog

•   FT: Migrant arrivals electrify southern Europe’s demographic debate

•   FT: Brussels warns of souring relations with UK over Northern Ireland

•   FT: DUP leader accuses EU of treating Northern Ireland as ‘plaything’

•   FT: UK approves use of Johnson & Johnson vaccine

•   FT: Covid-19 curbs can be lifted next month in England, ministers insist

•   FT: ‘Made in Britain’ takes on new life after Brexit and pandemic

•   FT: Commercial landlords and tenants braced for £6bn rent decision

•   FT: More borrowers seek offset mortgages in wake of pandemic

•   FT: Biden’s US foreign policy commitment to democracy called into question

•   FT: How severe is the US labour shortage?

•   FT: US demands immediate release of American journalist in Myanmar

•   FT: Iran’s central bank chief dismissed over run for presidency

•   FT: Argentines angered by new lockdown after vaccine missteps

•   FT: Vietnam identifies new coronavirus variant as infections surge

•   FT: Wall Street’s new love affair with China

•   FT: Thrill-seeking traders send ‘meme stocks’ soaring as crypto tumbles

•   FT: What are cryptocurrencies and stablecoins and how do they work?

•   FT: US regulators signal bigger role in cryptocurrencies market

•   FT: US gas export projects pursue emissions cuts to assuage foreign buyers

•   FT: Shell verdict sets scene for more corporate climate cases

•   Telegraph: Exclusive: UK vaccine passport plans to be scrapped

•   Daily Mail: Chinese scientists created COVID-19 in a lab and then tried to cover their tracks, new study claims

•   Bloomberg: Biden to Tell Putin U.S. Won’t ‘Stand By’ on Human Rights Abuses

•   Bloomberg: Fed’s Taper Talk Is Pre-Emptive Strike Against Inflation Fears

•   Bloomberg: G-7 Trade Chiefs Want Stronger Rules on Subsidies; See WTO Role

•   Bloomberg: The Pandemic Put These Economic Terms Front and Center: QuickTake

•   Bloomberg: Racing for Hydrogen: How Gas Giants Are Vying to Stay Relevant

•   Bloomberg: U.S. Sanctions on Belarus Include Petrochemicals, Treasury Says

•   Bloomberg: Find Covid Origin or Face Another Pandemic, U.S. Experts Warn

•   Bloomberg: U.S.’s $795 Billion Rescue Saved Jobs. No One’s Sure How Many

•   Bloomberg: Summers Says Biden Budget Risks Overheating U.S. Economy

•   Bloomberg: Mayorkas Says U.S. Eyeing Vaccine ‘Passports’ for Travel Abroad

•   Bloomberg: U.S. Goods-Trade Gap Narrows for First Time in 2021 on Exports

•   Bloomberg: France Is Ready to Start Cutting Back Crisis Aid, Minister Says

•   Bloomberg: ECB Doves Sour Euro Rally With Pushback Against Tapering Bets

•   Bloomberg: ECB Now Seen Extending Higher Bond-Buying Pace Into Summer

•   Bloomberg: ECB’s Schnabel Says Rising Yields Reflect Economic Turning Point

•   Bloomberg: Europe Looks for Ally to Check China as Trump and Covid Recede

•   Bloomberg: China Launches $11 Billion of Funds to Reform State-Owned Firms

•   Bloomberg: Iran Transfers Oil From Pipeline Skirting Troubled Strait

•   Bloomberg: Iran and World Powers Resume ‘Final Round’ of Nuclear Deal Talks

•   Bloomberg: Malaysia Announces 2-Week National Lockdown Amid Virus Fight

•   Bloomberg: Malaysia Doctors May Have to Decide Who Lives Amid Record Cases

•   Bloomberg: Late Arrival of Monsoon Rains in India May Delay Sowing of Crops

•   Bloomberg: Covid Outbreak Partly Closes One of China’s Busiest Ports

•   Bloomberg: Kuroda Says BOJ Will Mull Climate in Monetary Policy Discussions

•   Bloomberg: Kuroda Joins Chorus of Central Bankers Casting Doubt on Bitcoin

•   Bloomberg: Australia Is Still Negotiating With U.K. on Free-Trade Agreement

•   Bloomberg: South America Covid Hotspot Has Few Shots to Slow Record Deaths

•   Bloomberg: Ramaphosa Tightens South African Virus Curbs as Infections Jump

•   Bloomberg: Guangzhou Locks Down Neighborhood as Variant From India Reported

•   Bloomberg: Israel, Egyptian Officials Meet to Shore Up Truce With Hamas

•   Bloomberg: Toyota Production System Helps Speed Local Vaccination, NHK Says

•   Bloomberg: China Taps Support From Poland, Serbia After Frozen EU Deal

•   Bloomberg: Taiwan Reports Record Covid Deaths With Cases Still Elevated

•   Bloomberg: Philippines Protests China’s Vessels in South China Sea Anew

•   Bloomberg: Brazil’s Worst Water Crisis in 91 Years Threatens Power Supplies

•   Bloomberg: Brazil Let 70 Million Shots Get Away and Sealed Its Covid Fate

•   Bloomberg: Myanmar Suspends Domestic Flights, Imposes Curbs As Cases Soar

•   Bloomberg: Digital Yuan Not Intended as Surveillance Tool: Ex-PBOC Official

•   Bloomberg: Emerging Markets Offer Litmus Test for Traders’ Bold Rate Bets

•   Bloomberg: Stock Splits Are Back. So Is the Debate Over Whether They Matter

•   Bloomberg: Great Inflation Trade of 2021 Takes a Back Seat on Wall Street

•   Bloomberg: The U.S. Has Reached ‘Peak Recovery’ and Markets Have Taken Notice

•   Bloomberg: This Time Is Different: Outside OPEC+, Oil Growth Stalls

•   Bloomberg: China Commodity Firms Cut Bullish Bets on Beijing Pressure

•   Bloomberg: U.S. Cities to Power Revival in Domestic Travel: TripAdvisor CEO

•   Bloomberg: Apple to Open More Stores Even as Pandemic Drives Online Sales

•   Bloomberg: Japan Carmaker Sales Soar While Chip Dearth Weighs on Production

•   Bloomberg: Chinese Bank Chiefs Urge Gradual Pullback of Financing to Coal

•   Bloomberg: Exxon Mobil’s Last-Ditch Attempt to Stave Off a Climate Coup

•   Bloomberg: Russia to Modernize Railroads For Coal Exports

•   Bloomberg: LNG Makers Get Hint to Go Greener From U.S. Energy Secretary

•   Bloomberg: Texas Shuns Radical Changes to Power Grid After Deadly Freeze

•   Bloomberg: Solar Is One Bank’s Answer to Nigerian Electricity Blackouts

•   Bloomberg: World’s Third-Largest Pension Fund to Limit Coal-Linked Bets

•   Bloomberg: A 150-Year-Old Recycler Says It’s Boom Time as Scrap Snapped Up

•   Bloomberg: Hot Summer Means Power Crunch in China, Taiwan, Others in Asia

•   Reuters: South Asia crosses 30 million COVID-19 cases as India battles second wave

•   Reuters: EXCLUSIVE France resists more joint funding of 'brain dead' NATO

•   Reuters: Myanmar's shadow government parades new armed force

•   Reuters: Myanmar COVID-19 outbreak hits health system shattered after coup

•   Reuters: India posts lowest daily rise in COVID-19 cases in 45-days

•   Reuters: Blinken says U.S. and India united in tackling COVID-19

•   Reuters: India says will have 120 million vaccine doses for local use in June

•   Reuters: Carmakers in ‘India’s Detroit’ allowed to operate as workers protest COVID risk

•   Reuters: N.Korea slams end to U.S. guidelines limiting S.Korea missile range

•   Reuters: Analysis: Big oil may get more climate lawsuits after Shell ruling -lawyers, activists

•   AP: EXPLAINER: What's the Senate filibuster and why change it?

•   CNN: Gas prices surge past $3. Here's where gas is most expensive — and cheapest — for Memorial Day

•   CNBC: U.S. Covid cases lowest in a year as Memorial Day travel picks up

•   CNBC: Gottlieb: Summer to be low risk for Covid, but winter could be tricky

•   CNBC: How Tesla is quietly expanding its energy storage business

•   CNBC: Why battery swapping may finally become a part of EV charging infrastructure in the U.S.

•   CNBC: Goldman sees higher-than-normal valuations lasting a while, solid returns for stocks through 2024

•   MarketWatch: Life might feel more certain this summer, but betting on a calm stock market still could go wrong

•   SCMP: China population: millennial couples decry ‘unaffordable’ childcare as fertility rate falls

•   SCMP: Can China keep relations with EU on course?

•   SCMP: Will mainland Chinese Covid-19 vaccine offer overcome Taiwan’s scepticism?

•   Caixin: China Reports ‘Very Low’ Rate of Severe Adverse Reaction to Vaccines - Caixin Global

•   Caixin: China’s 5G, Data Center Boom Poses Threats to Climate, Greenpeace Says

•   Caixin: China Connects 15.8% More Offshore Wind Capacity to National Grid

•   Caixin: Analysis: The Need for Sino-U.S. Economic and Trade Relations

•   Nikkei Asia: Japan extends COVID emergency 3 weeks as Olympic pressure mounts

•   Nikkei Asia: Suga's approval rating plumbs new depths as emergency drags on

•   Nikkei Asia: Toyota to recycle hybrid and EV batteries for renewable energy use

•   Nikkei Asia: Nissan to build EV battery plants in Japan and UK

•   Nikkei Asia: Japan looks to send surplus AstraZeneca shots to Taiwan

•   Nikkei Asia: Japan targets 1,000 hydrogen stations by end of decade

•   Nikkei Asia: Cheaper lidar sensors brighten the future of autonomous cars

•   Nikkei Asia: Ready or not, new forces push Big Oil into low-carbon future

•   Mainichi: Foreign business chambers urge Japan to speed up vaccine rollout

•   Mainichi: Toyota's global sales doubled to record-high in April

•   Mainichi: APEC's GDP projected to grow 6.3% in 2021 as vaccines buoy optimism

•   Economic Times: Covid-19: Shortage of black fungus drug looming

•   Mint: PM Modi faces the biggest test of his second innings

•   Mint: Govt will consider builders’ demand for support amidst second wave: Housing secy

•   OilPrice.com: The World's Most Attractive Renewable Energy Market

•   OilPrice.com: Is This The First Truly Global Gas Price Benchmark?

•   MINING.com: Lithium outlook ‘bright as ever’ – report

•   MINING.com: Codelco’s tough copper supply task

•   DIGITIMES: Notebook, graphics card makers set to post record sales in 2Q21

•   DIGITIMES: Tesla reportedly scrambling for IC supply

•   Robotics & Automation News: Vention and OnRobot partner to offer ‘one-stop shop’ for cobot applications to manufacturers

•   Robotics & Automation News: Maximising uptime in industrial robotics

•   Robot Report: SLAM for the real world

•   매경(P1): "게임하듯이 주식·코인 투자"…금감원 'MZ세대 보고서'

•   매경: "월급 20년 모아도 집 못사…코인만이 인생역전"

•   매경: 코인도 삼성도 테슬라도 지지부진…美 동전주 단타 몰린다

•   매경(P1): 국민연금 탈석탄 선언…"국내외 석탄발전 신규투자 않겠다"

※   보건복지부: 국민연금기금, 탄소배출 감축을 위한‘탈석탄 선언’

•   매경(P1): 금융위가 가상화폐 감독…제도화 첫걸음

※   국무총리실: [보도자료] 가상자산 거래 관리방안

•   매경(P1): [단독] 한전, 중동 발령 직원도 세종 아파트 특공 받았다

•   매경: '백신 노쇼' 2%…예약 앱 통한 잔여분 접종 4000명뿐

•   매경: P4G 정상회의에 美 케리·中 리커창 참석

•   매경: "어업 망칠것 뻔한데…" 與 풍력발전 허가 추진에 어민 화났다

•   매경: [단독] 文정부 치솟는 집값 못잡자 주택연금 줄줄이 이탈

•   매경: "공시가 떨어져도 세금 낼판"…與 '2% 종부세'에 정부 난색

•   매경: 막 던지는 與'에 부동산 시장 혼선…철거기준도 없이 리모델링 띄우기

•   매경: 인사팀장 다 불렀다…삼성이 듣게한 '이 강연'

•   매경: 2년째 가동중단 현대차 중국 첫 공장 '베이징1공장' 팔린다

•   매경: GS칼텍스, 수소 진출…액화수소공장 짓는다

•   매경: 포스코, 2차전지 재활용 사업 속도 더 낸다

•   매경: 한은, 연내 기준금리 인상 시사에…금융권, 후순위·영구채 발행 속도

•   매경(P1): 원자재값 폭등에…조선 車 가전 '악소리' 난다

•   매경: "원가 오르고 물량도 못구해"…원자재값 급등에 中企 이중고

•   매경: 원화값, 수출호조 반영돼 최근 강세…美긴축땐 약세로 돌아서 수출에 도움

•   매경(P1): 文 "탄소중립, 선도국가 도약 기회"

•   매경: "기업도 환경문제 적극 나서겠다" 입모은 재계 리더

•   매경: 기업 대출에 ESG 접목…녹색금융 활성화 속도

•   매경(P1): 與, 대선 겨냥 또 돈풀기…8월 재난지원금 지급 유력

•   매경(P1): 부동산 투기범 86% 벌금형 그쳤다

•   매경: 국내 운용사 해외이익 90% 이 회사가 벌어들였다

•   매경: "인플레 일시적 현상…코로나 후엔 물가 하락 충격 올 수도"

•   매경: ESG경영 사장급 전진배치…기업 장기성장 이끈다

•   매경: "노조 가입 안하면 산꼭대기 택배"…勞勞갈등 10년새 40배 늘었다

•   매경: 금리인상 시한폭탄 째깍째깍…영끌 빚투 2030 대응 어떻게

•   매경: 빚투에 가계빛 1765조원…금리 1%포인트에 12조 부담 는다

•   매경: 진격의 K조선 수주랠리 비결은 엔진에 있었다

•   매경: AI번역 거침없는 질주…법률·특허서비스도

•   매경: '獨 큐어백 백신 위탁생산' K바이오 물밑경쟁

•   매경: 답답한 대형주에 더 답답한 동학개미...하반기엔 달라지나

•   매경: 연기금 순매도 행진이 멈췄다…이달 1439억원 순매수

•   매경: "내 집은 어디에?" 1000만 도시 서울에…미분양 '75가구' 남았다

•   매경: 다주택자 세금 폭탄 앞두고…서울 4월 주택 증여 3039건 '올해 최다'

•   매경: 대구·제주…野지자체도 속속 '탈석탄'

•   매경: 통신회사 KT가 '로봇 회사'로 바뀐다고?

•   한경(P1): '57년 기업' 남양유업은 왜 몰락했나

•   한경(P1): 홍남기 "승용차 개소세 인하 연말까지 연장"

※   기재부: 제36차 비상경제 중앙대책본부 회의 개최

•   한경: 확장재정 주문한 문 대통령…내년 600조 슈퍼예산 나오나

•   한경: "코인투자, ○○만 살아남는다"…1만% 수익률 냈던 고수 전망

•   한경: 우리집 10억인데 아래층은 20억?…전셋값 차이나는 이유

•   한경: "징벌적 배상, 美선 살해 등에 적용…상법 적용시 기업만 잡겠다는 것"

•   한경: '비규제지역' 3억원대 아파트, 6개월 만에 1억 넘게 올랐다

•   한경: "한물갔다" 악평 듣다가 코로나에 '부활'…몸값 뛴 '8인치 웨이퍼'

•   한경(P1): 1일부터 전·월세 신고제…시장은 이미 혼란

•   한경(P1): 1700조 가계대출, 갈아타기 쉬워진다

•   한경(P1): 옵티머스 사기' 연루 은행도 재판행…검찰, 하나銀·NH證 등 기소

•   한경(P1): 이재명 경기지사 "저출산·실업 등 사회문제 해결 출발점은 성장 회복"

•   한경: "세금 덜내는 中企 될래"…日기업 '벤자민 버튼 증후군'

•   한경: 앱으로 고금리 카드론을 싼 대출로…손품 팔면 이자 1~2%P 아낀다

•   한경: 8월부터 주택담보대출도 은행 안 가고 받을 수 있다

•   한경: '빅브러더' 논란 부동산거래분석원, LH사태 후 도입 '급물살'

•   한경: 벤 호로위츠 "CEO 임무는 기업문화 만들기…원칙 세우고 예외 없이 적용하라"

•   한경: 막막한 위기 닥쳤다면 조직문화부터 바꿔라

•   한경: '탁상행정'으로 현장서 외면받는 코로나 지원금

•   서경(P1): 6월의 공포···매매도 전세도 얼어붙었다

•   서경: 세금·건보료 증가 불보듯···"월세 놓거나 전셋값 올릴 것"

•   서경: 6월 임대차 규제 앞두고···서울 모든 권역이 전세난

•   서경: 다주택자, 올 종부세만 3배 가까이 급증···보유세 3,074만→7,482만원

•   서경: 2차 추경 불 지피는 與 “경제에 특급 윤활유”

•   서경: 공공·민간 재개발···분양가와 기부채납이 가른다

•   서경: "중고폰 매입에 추가 보상금까지" LG폰 이용자 향해 파격적인 구애 펼치는 애플VS삼성

•   서경: [시그널] 국민연금, 1분기 39조 벌었다···국내 주식서 쏠쏠

•   서경: 암호화폐 열풍에···개인 美선물·옵션 거래 36% 뚝

•   서경: [노무라증권의 경고]"한은 GDP 전망 너무 낙관적...반도체 빼면 경제 펀더멘털 불안정"

•   서경(P1): [단독] 공정시장가 동결해도 종부세 감면효과 없다

•   서경: 1주택자도 보유세 2년새 두배 뛰는데···장기공제·납부유예 미세조정만

•   서경: 2주택자 취득세, 8% 아닌 9%?···부가세 부담도 커져 "과잉 징수" 비판

•   서경: 종부세 '상위2%' 대상 매년 들쭉날쭉···"세금 낼지 안낼지 모르고 집 사나"

•   서경(P1): "불붙은 수소 패권전쟁···美 대학에 초국적 베팅" [서울포럼 2021]

•   서경: "韓 수소경제 선도하려면, 저렴한 수전해 인프라 갖춰야" [서울포럼 2021]

•   서경: "경제성 높은 탄소제로 수소 생산...초고온가스형 SMR 개발이 해법" [서울포럼 2021]

•   서경: "5,000조 빚더미, 韓경제 최대 리스크"

•   서경: 컨테이너선 운임 또 최고치···"3분기까지 상승세"

•   서경: 배당 제한 6월말 끝나···하반기 분기배당 봇물 예고

•   서경: 美, 4대 품목 공급망 조사 종료 임박...기업들 "G2 사이서 샌드위치 될라" 초긴장

•   서경: 반도체 1·2위 TSMC-삼성전자, 시총 격차 12배로 더 커졌다

•   서경: 6월은 태블릿 전쟁···삼성·애플 신형 태블릿 선보이며 본격 격돌

•   서경: 중요성 커지는 기업 ESG 활동···소비자 60% "제품구매에 영향"

•   조선(P1): 으악, 어떻게 알고 선물을… 온라인서 생일 감추는 까닭은

•   조선(P1): 이틀간 120만 접종… 국민들이 팔걷었다

•   조선: 정부 “하루 100만명 접종도 가능, 11월 집단면역 당겨질 수도”

•   조선: 백신 조기 구매 실패했던 정부 “3분기 모더나 1000만명분 협상”

•   조선: ‘임대사업 규제’ 매물 쏟아져도 서울 아파트는 10%에 불과해

•   조선(P1): [NOW] 홍콩 15억 아파트 경품… 백신 맞고 ‘로또’ 맞고

•   조선(P1): 10조원이던 고용보험 적립금, 文정부서 다 썼다

•   조선(P1): [알립니다] 코로나 터널 벗어나는 세계… 한국이 설 자리는 어디인가

•   조선: 신고리 4호기 부품 화재로 일시중지, 별 피해는 없어

•   조선: [단독] 작년 72조 번 국민연금, 삼성전자에서만 19조 벌었다

•   조선비즈: [전기차 보조금 대란]② 美·中·유럽, 자국 산업 육성하려 화끈하게 지원

•   조선비즈: [전기차 보조금 대란]③ 보조금따라 판매량 들쑥날쑥... 지자체별 기준도 제각각

•   조선비즈: [단독] 미래차·바이오⋅헬스도 ‘핵심전략기술’ 지정...투자세액공제율 6~16%로 확대

•   조선비즈: 38노스 “北 영변 핵시설 계속 가동 정황”

•   조선비즈: 하반기 신흥국 투자는 ‘중국’… 공산당 업고 제조업이 뜬다

•   조선비즈: 통계청장 출신 의원 잇따른 소득 분배 통계 맹공에 ‘쩔쩔매는' 기재부

•   조선비즈: 삼성, ‘설계자산’ TSMC 30% 수준…“파운드리 1위 되려면 IP를 확보하라”

•   조선비즈: 쑥쑥 크는 이미지센서 시장…소니 타도 외친 삼성·SK, 소형화 경쟁 후끈

•   조선비즈: 한 달 남은 MWC, 오프라인 강행…이통 3사 불참 가닥

•   조선비즈: [르포] 방치된 남부터미널역 지하상가에서 샐러드 채소가 ‘쑥쑥’

•   IT조선: “올레드 너무 잘 팔려서” LG QNED 6월 중순 순차 출시 - IT조선 > 기업 > PC·가전·모바일

•   중앙: 코인 시장 참여자 간 힘 겨루기 탓 ‘롤러코스터’ 지속될 듯

•   중앙: “미국 긴축 시계 빨라져, 정부도 테이퍼 텐트럼 대비해야”

•   중앙: 백신 맞은 당일은 멀쩡, 하루 지나니 접종 부위 뻐근

•   중앙(P1): 미국, 얀센 백신 101만명분 제공…바이든 약속의 두배

•   중앙(P1): 왕이의 원조 약속…유엔 대북제재, 중국이 뒷문 여나

•   동아: 韓, 도쿄올림픽 지도서 독도 삭제 요구… 日 “수용못해”

•   동아(P1): [단독]정부 위원회 593개 중 58개는 ‘회의 0번 식물위원회’

•   동아(P1): “美 B·B·C 공급망 재편은 제2 브레턴우즈 체제… 韓, 적극 참여를”

•   동아(P1): ‘4만채 공급대책’ 9개월, 첫발 뗀 건 1190채뿐

•   동아: 1만4000채 예정 태릉-과천, 주민들 큰 반발… 기본계획도 못정해

•   동아: 서울 아파트 임대 40%가 월세… 작년보다 10%P↑

•   동아: 땅값, 광주 12.36%-세종 11.89% 급등… 서울보다 많이 올랐다

•   동아: “美경제 3~4%P 상승때 세계경제 1%P 성장”

※   한국은행: 해외경제 포커스(제2021-20호)

•   동아: “원자재 10% 오르면 생산자가격 0.43% 상승”

•   한국(P1): 고기반찬 4개→2개로... 자동차 13분 탈 때 나오는 온실가스 줄어든다

•   한국(P1): '대박 환상' 등에 업고… 6080 등치는 '코인 사기'

•   한국(P1): [단독] "한국 과로사 9분의 1로 축소됐다" WHO·ILO보고서 분석한 용혜인

•   한국(P1): 재산세·종부세도 '소급입법'...여당이 뒤흔드는 부동산 시장

•   국민(P1): 美·英도 ‘치솟는 집값’ 한국만의 일 아니다

•   국민(P1): 열 가구 중 세 가구 ‘나혼자 산다’

•   국민: 서울에 첫 ‘태양광 신기술 실증단지’

•   서울: [단독] 출근길 1분 늘어날 때 비용 월 7만원 날아가 1년 만에 10배 뛰었다

•   서울: [단독] “출근길에 감염되면?” “회사만 가까웠어도…” 집 멀수록 행복도 멀어졌다

•   세계(P1): 모더나 31일 도입… “하루 100만명 접종 가능”

•   세계: 명동 네이처리퍼블릭 18년째 가장 비싼 땅

•   한겨레: “정부, 녹색 포장 말잔치 그만…온실가스 감축 행동 나서라”

•   한겨레: 닻 올린 2050 탄소중립위원회, 당사자 중소상공인·농민은 빠져

•   경향: 환경단체 “모든 정책, 기후위기 관점에서 재검토하라”

•   경향: [단독]종부세 ‘공제 혜택 격차’ 점점 커진다

•   머니투데이(P1): [단독]이재명 '기본대출'…전국민 '이자 2.8%'로 1000만원씩

•   머니투데이: 정부 올 성장률 '4%+α' 상향…세수호조에 추경도 문제없어

•   머니투데이: 핵심 소재 확보+ESG 강화…싹트는 폐배터리 시장

•   머니투데이: 나주SRF와 월성 맥스터는 무엇이 달랐나

•   머니투데이: 모여서 일하고, 수업하는 오프라인 공간이 사라진다[빅트렌드]

•   머니투데이: '공매도 한 달' 外人 10조 던져..거래대금 1위 삼전…HMM·LG화학 2·3위

•   머니투데이: 전기차 뜨자 "폐배터리 20조 급성장"…LG·포스코·두산重 꽂혔다

•   MTN: [단독] "같은 종류 코로나 백신끼리만 비교?"… 식약처, '비교임상' 조건 완화한다

•   헤럴드경제(P1): 작년 상장사 배당 35조 사상최대

•   파이낸셜뉴스(P1): 박스권 코스피… 펀드에 다시 돈 몰린다

•   파이낸셜뉴스: "언론사 인터뷰에 CES 연설까지… 가상과 현실 경계 없어요" ['게임체인저' 된 메타버스]

•   파이낸셜뉴스: 무궁무진한 세계' 메타버스 플랫폼 잡아라.. 구글·네이버 등 국내외 빅테크기업 '각축전' ['게임체인저' 된 메타버스]

•   파이낸셜뉴스: 파랗게 변한 대형주… 동학개미 “팔아야 하나” 갈팡질팡

•   파이낸셜뉴스: 불안한 증시에… 단기채 펀드 ‘뭉칫돈’

•   파이낸셜뉴스: 컬러강판 가격도 오른다… 동국제강·동부제철 ‘도미노 인상’

•   아시아경제(P1): 국내 토종PE, M&A시장 역할 커진다

•   아시아경제: 땅·건물 팔아 6조+α 총알 확보…e커머스와 大戰

•   아시아경제: 집에서 태양광·풍력 발전…'그린홈' 42만 가구 보급

•   디지털타임스(P1): 美中 공급망 패권경쟁에 낀 한국

•   이데일리(P1): [단독]보유확약 고작 37%…SKIET 외국인 매물폭탄 이유 있었다

•   이데일리: 한화큐셀·현대차·두산중공업·삼다수…文대통령이 홍보한 친환경기업은?

•   이데일리: [ESF 2021]이채원 한투밸류운용 고문 "ESG 시대 역발상 투자기회"

•   이데일리: [ESF 2021]윤석모 삼성증권 ESG연구소장 "몇년 뒤엔 ESG 용어 안 쓸 것"

•   이데일리: [ESF 2021]박성현 신한금융 부사장 "대출 때도 투자 때도 ESG는 새 기준"

•   이데일리: 하반기에도 LCD값 '상승'…'사업철수' 더 미루는 디스플레이 업체들

•   이데일리: 매물없는 부동산시장...전문가 6인 "하반기도 오른다"

•   연합: 휴일 영향에 오늘도 400명대…완만 감소세속 '위험 불씨' 여전

•   뉴시스: 정부, 내일 '범부처 그린뉴딜 사업설명회' 개최

•   뉴시스: 풍력발전 시장 본격 열려....국내 기업들 새로운 기회 모색

•   뉴시스: [세쓸통]'한미 동맹'에 원전 수출 기대감↑…발전소 검토하는 나라는?

•   뉴시스: [여의도 and] 대선 주자들 '너도 나도' 책 출간…홍보 효과 톡톡

•   뉴스토마토: (석유의 종말)①'기후 악당' 정유사 "이젠 탄소 중립"

•   뉴스토마토: (석유의 종말)②'수소 생태계' 한발 앞선 일본…한국도 잰걸음

•   뉴스토마토: (석유의 종말)③오스테드, 10년만에 해상 풍력 '세계 대표' 도약

•   뉴스토마토: (석유의 종말)④"한국, 걸음마 탈출 정부 손에 달렸다"

•   아주경제: 삼척화력발전소 공사 중단 8개월째···포스코에너지 "매일 6억 손실"

•   e대한경제: 현대차그룹, 車 생산ㆍ운영ㆍ폐기까지 생애주기 전반 책임진다

•   e대한경제: 현대차, 2025년까지 23개 전기차 시동 켠다

•   e대한경제: 이재용, ‘광복절 특사’로 나올까

•   이뉴스투데이: 속도 붙는 ‘탄소중립’…에너지 전환 부담은 ‘나몰라라’

•   더구루: 두산밥캣, 아프리카‧중동 텔레핸들러 시장 공략 드라이브

•   비즈니스포스트: 두산밥캣 자회사 유상감자로 2200억 확보, 두산산업차량 인수대금

•   에너지경제: [단독] 文 대통령, 靑 인사서도 탈원전 기조 전환 의중 드러냈다

•   에너지경제: 미래차에 꽂힌 재계, 이번엔 ‘이차전지 소재’

•   에너지경제: 재계 ‘배터리 소재 투자 경쟁’ 속내는 ‘탈중국’

•   에너지경제: 매수 태양광 FIT 참여 유예 없는 제한 논란…에너지公 "편법성 사업" vs 업계 "선량한 피해"

•   전자신문(P1): 삼성전기, RFPCB 사업 연말까지 정리…반도체 기판 중심 '선택과 집중'

•   전자신문: [이슈분석]e커머스 지각변동, M&A 빅뱅 온다

•   전자신문: 산업부, '탄소중립 R&D' 시동…중장기 로드맵 위한 어벤저스 꾸린다

•   전자신문: 삼성디스플레이, UTG도 외판...폴더블 패널 사업 확대 추진

•   전자신문: "폴더블 언제 가벼워지나"...갤럭시Z플립3, 무게 또 183g

•   ZDNet Korea: ESG가 돈이다…산업 전반에 사회적가치 열풍

•   ZDNet Korea: 미래 공장은 거대한 SW 덩어리···제조업 부흥 열쇠

•   디지털데일리: 반도체 업계 1분기 ‘희비교차’…매출 ‘인텔’ 영업익 ‘TSMC’ 선두

•   디지털데일리: 메모리반도체, 가격 상승 본격화…서버, 하반기 견인

•   로봇신문: 中 샤오미, 스마트 공장 2기 건설...'로봇 기술 총집합'

[Opinions]

•   Project Syndicate(Laura Tyson, Lenny Mendonca): From California Capitalism to Bidenomics

•   Project Syndicate(Richard Haass): Criticizing the Pandemic

•   FT(Editorial Board): Getting to the bottom of the Wuhan lab theory

•   FT(Editorial Board): A turning point for Big Oil

•   FT(Martin Wolf): The 2020s are set to be a decisive economic decade for the UK

•   FT(Rana Foroohar): Five lessons from 25 years of corporate wealth creation

•   FT(Robert Armstrong): Inflation and markets are tied

•   FT(Michael Mackenzie): Calm breaks out in bond markets despite inflation fears

•   FT(John Dizard): Deal brewing on US treasury bond market

•   FT(Merryn Somerset Webb): Why pandemic benefits spell trouble for universal basic income

•   FT(Tim Harford): Don’t blame GDP for a slow post-Covid reopening

•   FT(Patrick Vallance): How the world should prepare for the next pandemic

•   FT(Mamta Badkar): US earnings defy supply chain problems

•   FT(Lex): Carbon counter: petrol vs hybrid vs electric

•   WSJ(Editorial Board): A Retroactive Tax Increase

•   WSJ(Editorial Board): Biden Is the $6 Trillion Man

•   WSJ(Sadanand Dhume): India’s Second Covid Wave Recedes. Will a Third One Sweep In?

•   WSJ(Michael George DeSombre, Scott Brown): The Americans Who Can’t Get Vaccines

•   NYT(Paul Krugman): The Economy’s Post-Covid Recovery Is Just Getting Started

•   NYT(Paul Krugman): The Greenback Rules. So What?

•   NYT(Nicholas Kristof): Covid-19's Impact on America Has Just Begun

•   NYT(Ross Douthat): Why the Lab Leak Theory Matters

•   NYT(Zeynep Tufekci): Covid's Increasing Spread Is a Global Threat

•   NYT(Erin A. Mordecai, Mallory J. Harris, Marc Lipsitch): The U.S. May Never Hit the Herd Immunity Threshold. That’s OK.

•   WP(Editorial Board): To oil companies Royal Dutch Shell and Exxon: Change or have change forced upon you

•   WP(Editorial Board): Russia has not been deterred

•   WP(Editorial Board): To oil companies Royal Dutch Shell and Exxon: Change or have change forced upon you

•   WP(Editorial Board): It’s still too early to quit on an infrastructure deal

•   WP(John R. Bolton): John Bolton: Criticizing and sanctioning Lukashenko is no substitute for an actual strategy on Belarus

•   WP(Fareed Zakaria): Xi’s China can’t seem to stop scoring own goals

•   WP(Alexandra Petri): Joe Manchin and the Ten Good Republicans

•   Bloomberg(Daniel Moss): This Time, New Zealand Doesn't Need to Be First

•   Bloomberg(Justin Fox): To Judge Inflation, Think of the Pandemic as a War

•   Bloomberg(Brian Chappatta): Fed Is Mopping Up Its Own Mess in Reverse Repo

•   Bloomberg(John Authers): Dollar May Be on Brink of Sustained Downtrend

•   Bloomberg(Robert Burgess): The Most Important Number of the Week is 3.1%

•   Bloomberg(Andy Mukherjee): Covid Crisis: India Should Buy China's Sinovac, Sinopharm Vaccines

•   Bloomberg(Julian Lee): Exxon, Shell, Chevron Saw the World Change for Big Oil Emissions

•   Bloomberg(Clara Ferreira Marques): Rising Covid Rates in Taiwan, Thailand, Singapore: Is Asia losing the fight?

•   Bloomberg(Sam Fazeli, Max Nisen): How Europe Can Lead the Way Out of Covid Travel Confusion

•   Bloomberg(Andrea Felsted): Working from Home or Returning to Office? Companies and Consumers Face Whiplash

•   MarketWatch(Mark Hulbert): It really is different this time — a new era for stocks is just getting started

•   MarketWatch(Mark Hulbert): Bitcoin holders have no choice but to trust in Chinese crypto miners

•   MarketWatch(Therese Poletti): The pandemic PC boom is still happening, but twin dangers loom

•   MarketWatch(Lily Roberts): What it will take to get a durable recovery in the job market

•   Reuters(Mike Dolan): Talk about talk of ‘The Great Unwind’

•   매경(사설): KDI 원장에 소주성 설계자, 국가 싱크탱크가 정권 대변기구인가

•   매경(사설): 원전 배제한 채 P4G 개최·탄소중립위 설치 공허하다

•   한경(사설): 결국 홍장표…앞으로 KDI 보고서 신뢰할 수 있을까

•   한경(신관호): 경기회복 과정의 난관들

•   한경(한상춘): 심상치 않은 위안화…달러 투자자, 잠 못 이룬다

•   한경(이관우): 탈원전 정부의 이중잣대

•   서경(사설): 원전 경제성 조작, 뭉개지 말고 원칙대로 기소해야

•   중앙(최용범): 탄소중립과 에너지 공기업의 역할

•   문화(사설): 실패한 소득주도성장 책임자를 KDI 원장 시킨 亡國的 행태

•   파이낸셜뉴스(사설): P4G 정상회의, 실효적 기후대책 초석 놓길