Business Intelligence Monitor 210602

(Introduction)

[Markets]

•   Global: Global equities break record as U.S. stocks waver after manufacturing data

•   US: US junk bond market loses steam on mounting inflation jitters

•   UK: Pound’s Gain to Three-Year High Cut Short Amid Variant Concerns

•   Japan: Toyota's strong sales and electric plans drive shares to record high

•   Oil: Oil Price Hits Two-Year High as OPEC Sees More Demand

•   Metals: Copper down on low China demand despite upbeat factory data

•   Grains: Hot, dry weather view sparks rally in U.S. corn, soy, wheat

•   한국: 코스피, 사흘째 오르며 3,221 마감…역대 2위

•   한국: 이상 급등락에 '폭탄 돌리기'···제2 암호화폐 된 스팩株

•   한국: 두산그룹주 힘빠져, 두산 4%대 하락 두산인프라코어 2%대 상승

•   한국: 弱달러에 强위안…환율 한달만에 1110원 아래로

•   한국: 국채금리 31개월만에 최고···10년물 이틀 연속 뜀박질

[Indicators]

•   US May Manufacturing PMI(ISM): Manufacturing Surges, but Shortages May Persist

•   Eurozone May CPI: Eurozone inflation tops ECB target for first time since 2018

•   Germany May Employment: German Unemployment Falls as Economy Starts to Shrug Off Virus

•   Italy Q1 GDP(rev.): Italy’s revised GDP figures show country sidestepping recession

•   UK May House prices: UK house prices rise at fastest rate since 2014

•   China May Manufacturing PMI(Caixin): Chinese Factories Delay New Orders as Costs Rise, Risking Global Supply Shortages

•   Japan Q1 Business investment: Japan's Jan.-March business investment down 7.8% on year

•   India May Manufacturing PMI: India's manufacturing sector activity slips in May, heads towards stagnation: PMI

•   Brazil Q1 GDP: Brazil’s GDP surges back to pre-pandemic levels

•   Brazil May Manufacturing PMI: Brazil manufacturing PMI rebounds in May to three-month high -IHS Markit

•   Canada Q1 GDP(rev.): Housing Boom Helps Prop Up 5.6% Annualized Growth in Canada

•   South Africa Q1 Employment: S. Africa Unemployment at New High as Building, Trade Cut Jobs

•   한국 5월 무역수지: 5월 수출 45.6% 늘며 32년 만에 최대폭 성장

•   한국 5월 제조업 PMI: 5월 한국 제조업 PMI 53.7…8개월째 확장국면

•   한국 5월 주택가격(부동산원): 다시 상승폭 커진 서울 집값…평균 전셋값도 5억 육박

•   한국 5월 주택가격 동향(KB): 고가·저가 아파트값 역대 최대 9억원 격차

※   머니투데이: 중산층 대출 껴도 살만한 서울 아파트 씨가 말랐다

[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: OPEC, Russia-Led Producers Agree to Pump More Oil

※   OPEC: 17th OPEC and non-OPEC Ministerial Meeting concludes

•   WSJ: Biden to Meet Tulsa Massacre Survivors, Discuss Racial Wealth Gap

•   WSJ: Sinovac’s Covid-19 Vaccine Is Given WHO Emergency Listing

•   WSJ: Foreign Governments Request Covid-19 Vaccine Doses as U.S. Prepares to Share

•   WSJ: Vaccine Makers Face Challenge in Sustaining Winning Streak

•   WSJ: Business Travel Is Coming Back

•   WSJ: While the U.S. Worries About Inflation, Growth Elsewhere Faces Lasting Damage

•   WSJ: Does China’s Baby Bust Mean a Global Inflation Boom?

•   WSJ: The Southwest Is America’s New Factory Hub. ‘Cranes Everywhere.’

•   WSJ: China Delivers Three-Child Policy, but It’s Too Late for Many

•   WSJ: The Wall Street Players Who Worry Inflation Heralds Wild Markets

•   WSJ: SPAC Pullback Pressures Creators to Find Quality Mergers

•   WSJ: Huawei Targets Google’s Android Dominance with Harmony OS

•   WSJ: Amazon Faced 75,000 Arbitration Demands. Now It Says: Fine, Sue Us

•   WSJ: From Tesla to GE, See How Much CEOs Made in 2020

•   WSJ: Elon Musk’s Starlink Could Get Boost From German Subsidies

•   WSJ: Tesla Failed to Oversee Elon Musk’s Tweets, SEC Argued in Letters

•   WSJ: Biden Administration to Suspend Oil Leases in Arctic Refuge

•   WSJ: Meat Producer JBS Curtails Operations After Cyberattack

•   NYT: Global Shortages During Coronavirus Reveal Failings of Just in Time Manufacturing

•   NYT: Amid Historic Drought, a New Water War in the West

•   NYT: First in U.S. to Issue a Vaccine Passport, New York Hopes It Will Catch On

•   NYT: Moderna applies for full F.D.A. approval for its Covid vaccine.

•   NYT: With most adults vaccinated and case numbers low, Israel removes many restrictions.

•   NYT: Netanyahu Supporters Woo Israeli Right-Wing Lawmakers

•   FT: EU set to unveil digital wallet fit for post-Covid life

•   FT: Covid-19 vaccines burnt as shelf-life complicates global rollout

•   FT: A new economic era: is inflation coming back for good?

•   FT: EU seals pact on forcing multinationals to report profits and tax

•   FT: EU in no hurry to return to fiscal rules

•   FT: UK records zero Covid deaths for first time in over a year

•   FT: UK ministers plan limited expansion of ‘green list’ nations

•   FT: UK business warns against end of free workplace Covid testing

•   FT: Fed’s Bullard: US jobs market is tighter than it looks

•   FT: Peru’s elite in panic at prospect of hard-left victory in presidential election

•   FT: Private equity groups on diverging paths with post-pandemic bets

•   FT: Exchange technology races into markets from betting to art

•   FT: London fights back after Brexit trading win for Amsterdam

•   FT: UK marine energy developers hope for turning point in 2021

•   FT: Seoul’s battery ambitions rely heavily on Beijing

•   FT: Europe’s steel industry warns over abrupt end to free carbon permits

•   FT: Wanted: funding models that deal with Africa’s infrastructure paradoxes

•   FT: Investors’ interest falters on lack of ‘bankable’ African projects

•   FT: The pieces still missing in Africa’s power puzzle

•   Bloomberg: The Covid Trauma Has Changed Economics—Maybe Forever

•   Bloomberg: Japan Tempers Expectations for Tax Breakthrough at G-7 Talks

•   Bloomberg: Ireland Wants OECD Deal to Accommodate 12.5% Corporate Tax Rate

•   Bloomberg: Fed’s Brainard Says Economy Far From Goals With Two-Sided Risks

•   Bloomberg: Quarles Hints He May Stay on as Fed Governor, Defying Warren

•   Bloomberg: Fed Rate Veering Closer to Zero Adds Fuel to Debate Over Tweaks

•   Bloomberg: EU to Raise $100 Billion in Bonds This Year to Finance Stimulus

•   Bloomberg: EU to Force Multinationals Report Their Revenue in Each Country

•   Bloomberg: Germany Lowers Virus-Risk Level as Pandemic Threat Recedes

•   Bloomberg: France Deploys AI in EU3 Billion Plan to Save Small Businesses

•   Bloomberg: BOE’s Bailey Says Disorderly Green Shift Could Spark Inflation

•   Bloomberg: Hong Kong Protests Fall Silent Under Never-Ending Covid Rules

•   Bloomberg: Even With 20 Million Covid Shots a Day, China Chooses Isolation

•   Bloomberg: Xi Seeks ‘Lovable’ Image for China in Sign of Diplomatic Rethink

•   Bloomberg: China Is Digging Deep Into Its Currency Toolkit to Manage Yuan

•   Bloomberg: Myanmar Junta Moves Aung San Suu Kyi To ‘Unknown Location’

•   Bloomberg: China Reports First Possible Human Case of H10N3 Bird Flu

•   Bloomberg: Asia’s Export Sprint Throttles Back to a Marathon Pace

•   Bloomberg: RBI May Have Let Rupee Rise 2% to Fight Inflation Pressures

•   Bloomberg: Inflation Signs, RBI Pullback to Boost Yields, Bond Veteran Says

•   Bloomberg: Malaysia Lockdown to Impact Growth, Deficit Targets, FM Says

•   Bloomberg: Japan’s Much-Maligned Vaccine Campaign Quietly Gathers Speed

•   Bloomberg: India’s Demand Seen Recovering from July Quarter, UBS’ Jain Says

•   Bloomberg: Majority of Thais Unhappy With Government’s Handling of Covid

•   Bloomberg: Bitcoin’s Easing Volatility Sends Bullish Signal for Some

•   Bloomberg: Here Are the Winners and Losers From China’s Surging Yuan

•   Bloomberg: China’s Finance World Opens Up to Foreigners, Sort Of

•   Bloomberg: Inflation Spike Near 5% Trips Alarm for Polish Policy Makers

•   Bloomberg: IEA Says Oil Demand May Return to Pre-Crisis Levels in a Year

•   Bloomberg: BP Bolsters Clean Energy Push With U.S. Solar Deal

•   Bloomberg: China Electric Car Makers Outshine Peers on Growing Optimism

•   Bloomberg: Wind Giant Vestas Shakes Up Management With Eyes on Americas

•   Bloomberg: Coal Giant’s $5 Billion Wage Bill Set to Rise as Profits Slide

•   Bloomberg: Exxon Mobil May Be Big Oil’s Canary In the Coal Mine: Green Insight

•   Bloomberg: Biden’s Big Plans Bypass Green-Linked Debt That Investors Crave

•   Bloomberg: South Africa Adviser Urges Shift to Renewables to Spur Growth

•   Bloomberg: Biden Climate Goals to Take Backseat in Biggest U.S. Power Grid

•   Reuters: IMF says most of proposed $50 bln COVID vaccine project will be grants

•   Reuters: World Bank says U.S. must free up excess COVID vaccines for Latin America

•   Reuters: Russia detains prominent opposition politician in widening crackdown

•   Reuters: EXCLUSIVE U.S. agency not doing its job to halt tech to China's military -congressional report

•   Reuters: EXCLUSIVE EU to blacklist Belarus airline ahead of economic sanctions, diplomats say

•   Reuters: Consider global shortages before giving COVID-19 shots to teens, EU body says

•   Reuters: 'Leave the trenches behind', Chile´s Pinera appeals to new constitution architects

•   Reuters: Iran says nuclear talks not at impasse, but difficult issues remain

•   Reuters: EXCLUSIVE Amid divisions, ASEAN leaders plan Myanmar visit this week

•   Reuters: WHO asks for re-checks of research on when coronavirus first surfaced in Italy

•   Reuters: Turkey's Erdogan woos Egypt, Gulf states in push to repair ties

•   Reuters: Brazil vaccination pace slows as production issues halt second doses

•   Reuters: India plans to more than triple COVID-19 vaccine shots per day

•   Reuters: Japan to begin COVID-19 vaccinations at workplaces on June 21

•   Reuters: Sinopharm's Wuhan affiliate boosts COVID-19 shot annual capacity to 1 bln doses

•   Reuters: BHP says Chile's copper operations 'normal' despite strike

•   Reuters: Eleven EU countries oppose plan to prolong gas project funding

•   Reuters: EU tech rules should only target dominant companies, EU lawmaker says

•   Reuters: Toyota, Honda temporarily halt production in Malaysia due to COVID-19 lockdown

•   Reuters: Explainer: The cost of having a child in China

•   Reuters: Analysis: Chasing yield, U.S. private equity firms nudge up risk on insurers

•   CNN: Energy costs are stoking inflation. Just look at US gas prices

•   CNBC: Oil demand will reach pre-pandemic levels in mid-2022, analyst says

•   CNBC: Biden to resume infrastructure talks with key Republican Capito on Wednesday

•   MarketWatch: Few, if any, financial advisers expected to recommend bitcoin and dogecoin to clients — here’s how many now suggest buying crypto

•   Fox Business: Trade war continues, but it’s not as bad as it could have been

•   Fox Business: Rural Japanese homes are selling for $500 or less

•   Axios: Scoop: Democratic senators urge Blinken to press Israel on Gaza reconstruction

•   SCMP: US-China tech war: Apple puts China squarely at the apex of supplier list, bucking talk of decoupling and scrutiny of its vendors

•   Caixin: China Steps Up Pressure on Financial Institutions to Limit Property Lending

•   Caixin: Analysis: Beijing Needs to Better Telegraph Its Plans for the Steel Market - Caixin Global

•   Caixin: North China’s Steel Hub May Ease Production Cuts - Caixin Global

•   Nikkei Asia: Pandemic prompts companies to flee central Tokyo

•   Nikkei Asia: COVID mishandling fuels interest in revising Japan's constitution

•   Economic Times: india gdp growth: Indian economy to grow 9.3 pc in FY22, 2nd COVID wave raises risks to credit profile: Moody's

•   Economic Times: SBI economists cut FY22 GDP growth estimate to 7.9%; recovery to be 'W-shaped'

•   Economic Times: India's monsoon rains forecast to be 101% of average in 2021

•   reNews: UK Looks To Support Rollout Of Nuclear Fusion Energy

•   OilPrice.com: Libya’s Oil Sales Fell 36% In April As Production Declined

•   MINING.com: Vale to suspend operations at Sudbury after failed labour talks

•   DIGITIMES: EV makers up investments in battery development

•   Hannover Messe News: New online tool for automation solutions

•   Robotics Business Review: Incorporating Robots Into the Automation Continuum

•   Robotics Tomorrow: 5 Ways Robotics-as-a-Service Benefits Your Automation Goals

•   매경(P1): 월세 급증…빈곤 내몰리는 청년세입자

•   매경: 8억5천 전세, 반전세 전환 땐…월세로만 연 2천만원 ‘부담 2배’

•   매경(P1): 외면받는 스톡옵션제도…도입 의향 벤처 2.4%뿐

•   매경: "스톡옵션 받은 직원, 세금 낼돈 없어…오죽하면 회사에서 대출지원할 정도"

•   매경: 미국은 스톡옵션 팔때만 과세…한국, 행사때 팔때 두차례 세금

•   매경(P1): "대기업 잡으려던 상속세, 중소기업 죽인다"…여야 경제통 2인의 진단

•   매경(P1): 2조원 수주…K조선 또 날았다

•   매경(P1): 얀센백신 예약 폭주…하루만에 마감

•   매경: "여보 울지마"…470일만에 요양병원 대면면회 노부부의 눈물

•   매경: "카톡엔 '0'이던데"…잔여백신 예약, 전화 하면 성공 가능성↑

•   매경: 가상화폐로 대마값 받아 챙긴 꾼들…코인지갑 쪼개 돈세탁까지

•   매경: 입금 막은 영국, 경고 날린 일본…가상화폐 범죄 칼 뺀 지구촌

•   매경: 국회예산처 "공시가 조정 신중해야"

※   국회예산정책처: NABO 추계&세제 이슈 (2021년 Vol.2 제15호)

•   매경: "내가 월급 축내는 민폐상사라고?" 50대가 조직에서 버티는 법

•   매경: 해외서 잘 달린 현대차 기아…판매 40% 이상 늘었다

•   매경: [단독] 현대차 '거점오피스' 7곳 운영…"가까운 사무실로 출근하세요"

•   매경: 현대차, 아산공장서 아이오닉6 생산

•   매경: 연봉계약서·사내투표…일상 파고든 블록체인

•   매경: 최저임금에 떠는 소상공인 78%…“내년 또 올리면 폐업고려”

•   매경: 공매도 영향 제한적…상위 10개 중 4개 오히려 올랐다

•   매경: [단독] 경부선 철도 지하화…서울역~용산역 3km 숲길 만든다

•   매경: 일반가구 53% "세부담에 서울 집값 오를 것"

•   매경: 전월세신고제 시행 첫날…신고 피하려 계약 날짜 앞당겨 전세 도장 찍기도

•   매경: ‘4년 우여곡절’ 한국에너지공대 첫삽 떴다…4390억 들여 2025년 준공

•   매경: 10만 전자 멀어지나…"D램 최신 공정 지연" 삼성전자 목표가 하향

•   매경: [과학] DGIST, 50배 더오래쓰는 이차전지 리튬 음극 개발

•   매경: [단독] 디즈니플러스, LG유플러스 '낙점'했다…올 가을 한국 상륙

•   한경(P1): 장투 47% vs 단타 17%…장기투자의 힘

•   한경: 1000만원 단타 친 20대 70만원 벌 때 우량주 묻어둔 60대는…

•   한경(P1): 與, 전국민 재난지원금 공식화…"집단면역에 맞춰 경제 활성화"

•   한경: 靑·與, 재난지원금 강행…대선 겨냥한 30조원대 '슈퍼 추경' 나오나

•   한경(P1): 메타버스 경제활동, 암호화폐로 통한다

•   한경: "달러 안 받아요"…암호화폐로 땅 사고 건물 올린다

•   한경: 최악 5월 보낸 비트코인…"바닥 쳤다" vs "약세 지속" 팽팽

•   한경: 하루걸러 하루 비 5월…상춧값 한달 새 두배 뛰어

•   한경: [단독] 공정위, 대기업 구내식당 이어 "SI 일감도 중소기업과 나눠라"

•   한경: 카카오·PASS로도 해외직구 가능

•   한경: 송영길 "종부세 2%안 내가 제시, 부자감세 아냐…과세 대상 늘어"

•   한경: 정승일 한국전력 사장 취임 "에너지 시스템 과감한 전환 필요"

•   한경: [마켓인사이트] SK에코플랜트, 폐기물처리업체 3곳 한꺼번에 인수

•   한경: 첫 국산 AI 반도체 '사피온', SKT가 만들고 NHN이 쓴다

•   한경: "자율·전기차 수요 폭발할 것"…차량용 반도체株 '가속페달'

•   한경: A급 회사채, 인기는 '특급'이네

•   한경: 한 발 빠르게 '리밸런싱'…금리 인상에 대비하라

•   서경(P1): 5월만 181개··· '잡코인' 상장폐지 시작됐다

•   서경: 부메랑 된 '묻지마 코인 상장' ···일부 거래소 출금기한도 줄여

•   서경: 1분기 암호화폐 거래 입출금 규모 64조···작년 대비 2배 껑충

•   서경(P1): [시그널] 벌써 21개社 신용등급 전망 상향···기업, 코로나 리스크 벗어난다

•   서경: [시그널] BBB등급도 매수 주문 쏟아져···회사채 시장 회복세 완연

•   서경: 1분기 배당 5년 만에 최대···'여름보너스'도 두둑해질듯

•   서경: 유한정밀·두산퓨얼셀 등 '수소전문기업' 11곳 첫 지정

※   산업부: 수소법상“수소전문기업”11개 최초 지정

•   서경: 7월부터 DSR '인정' 만기 7년··· 기존 신용대출에도 적용

•   서경: LG전자, 美업체와 손잡고 가정용 태양광시장 넘본다

•   서경: "AI 반도체 공급망 안정적 확보" 기업 직접 뛰고 정부도 돕는다

•   서경: 면세점 4월 매출 1조5,574억···"코로나19 이후 최고치"

•   서경: 보수적 노무라증권도 “삼성전자 올해 11만원 간다"

•   조선(P1): 미국 원격진료 100배 늘었다

•   조선(P1): 탈원전 손실 비용, 국민이 낸 전기요금으로 보전

•   산업부: (설명자료)중단된 원전에 대한 사업비용을 전력기금으로 보전할 경우, 전기요금 인상 등 향후 국민 부담이 늘어날 것이라는 내용은 사실과 다름(6.1일 문화일보 등)

•   조선: 여당의 추경 재촉에… 기재부 “우리가 반대해도 소용 없을 것”

•   조선: 올 출생 24만명대 급락… 경제쇼크 대비할 시간 10년뿐

•   조선: 아스트라 대상서 제외된 30세 미만 경찰 등 19만명, 15일부터 화이자 접종

※   질병관리청: 30세 미만 화이자백신 접종 예약 다음주부터 시작(6.1., 정례브리핑)

•   조선: 車 예전처럼 못 깎아줍니다, 그래도 사려면 줄 서세요

•   조선: 홍장표, ‘소주성’ 연구 강행 시사

•   조선: “비트코인 전망, 0원부터 5억5000만원까지”

•   조선: 백신 접종, 경기회복 기대감… “코스피 올해 3300~3700까지 갈 것”

•   조선비즈: 석 달이 지나도 봉합 안 되는 LH사태… 3기 신도시 보상작업 ‘정체'

•   조선비즈: “인텔 잡아라” 노트북 프로세서 넘보는 삼성·애플·퀄컴

•   조선비즈: 찬밥된 ‘플러그인 하이브리드', 보조금 폐지에 충전 지원도 배제

•   조선비즈: 내년 쿠팡 김범석 총수 지정될까…공정위, 제도개선 용역 발주

•   조선비즈: 아직 코백스 백신도 받지 못한 北…美 향해 “백신 이기주의”

•   조선비즈: [단독] 쿠팡, 배송차량 개발 나선다…新쿠팡카 키워드 ‘수소차·자율주행’

•   조선비즈: 5G 가입자 수 1500만명 돌파…전체 21% 차지

•   인베스트조선: 국민연금의 '脫석탄' 선언…갈림길에 선 韓 ESG 시장

•   중앙: 여전히 앞서가는 중국…한국 추격, 일본은 주춤

•   동아(P1): 괴롭힘…끼리끼리…“압축성장 IT기업, 조직은 꼰대 수준”

•   동아: 60~74세 예약 3일 마감… 놓치면 9월 이후 접종

•   동아: 인도發 변이 바이러스에 해외 법인 ‘비상’

•   동아: 수출기업들 “하반기 수출 증가세 둔화될 것”

※   한국경제연구원: 하반기 수출 증가세, 상반기 대비 크게 둔화될 전망

•   문화: 변죽만 울린 ‘LTV 확대’… 실수요자에 20%P 늘렸지만

•   국민(P1): 실세 입김에, 삭발 투쟁에… 흔들리는 GTX 노선

•   서울: [단독]내돈 어디 썼나 알 수 있는 디지털화폐…‘빅브라더’ 논쟁 넘을까

•   한겨레(P1): [단독] 북한 후계구도 염두 ‘김정은 대리인’ 신설

•   경향: 환경단체 “말잔치로 끝난 P4G…‘기후 침묵’만 증명”

•   머니투데이(P1): 與 의원+노동계 '금융회장 임기 6년 제한'..."지분도 없으면서..."

•   머니투데이(P1): 오락가락 정책에…보증보험료 부담 5000억 임차인에 전가

•   머니투데이: 홍남기 '순장조', 구윤철 '해수부'?...꼬인 개각 뒷처리는 기재부

•   머니투데이: 재교섭 압박에 한달 파업 푼 르노삼성 노조, 일단 현업복귀

•   머니투데이: 삼성 파운드리 점유율 하락…1위 TSMC와 격차 확대

※   DRAMeXchange: 【Market View】Quarterly Revenue of Top 10 Foundries Breaks Records in 1Q21 Owing to Price Hikes Caused by Tight Foundry Capacities, Says TrendForce

•   머니투데이: 가계대출 3조 줄고, 요구불예금 4조 줄고…은행 수익성 어쩌나

•   헤럴드경제(P1): 갈팡질팡 정책에 ‘稅폭탄 고지서’

•   헤럴드경제: ‘지출>소득’ 적자살림 줄었다...소득 중상위층 줄고 하위 20%는 그대로

•   파이낸셜뉴스: 원룸가는 벌써 꼼수… "관리비 올리고 월세 낮출까 고민" [현장르포]

•   파이낸셜뉴스: 대기업 격전장 된 ‘IPO 시장’ 하반기 롯데·한화·현대 출격

•   파이낸셜뉴스: 대우건설 매각 3년 만에 이뤄지나.. 중흥그룹·DS넥트웍스 등서 '군침'

•   파이낸셜뉴스: 환경부, 탄소중립 향해 조직 재정비… 기후탄소정책실 신설

•   파이낸셜뉴스: 코인 급락하자… 은행 단기성 자금 한달새 5조 빠졌다

•   파이낸셜뉴스: 경기 풀리자… 건설사 회사채 봇물

•   파이낸셜뉴스: 반도체 대란 속 ‘8인치 웨이퍼’ 화려한 귀환

•   파이낸셜뉴스: "지금도 버겁다" "반드시 1만원" 중기 노사 최저임금 신경전

•   아시아경제(P1): [글로벌 기업투자 레드핫 ①] 애플 476조원·TSMC 111조원…韓 기업은요?

•   아시아경제: [글로벌 기업투자 레드핫 ②] 소비폭발 대비 투자 늘리는데…주춤거리는 韓

•   아시아경제: 고객 다변화 힘쓴 삼성전기, 전자 비중 20%대로 낮췄다

•   디지털타임스(P1): 전기차 뜨자 독해진 `배터리 삼국지`

•   디지털타임스(P1): 심상찮은 원자재값 상승세… 수출회복 길목 찬물 끼얹나

※   기재부: 거시경제금융회의 개최

•   디지털타임스: 디지털기반 `탄소중립도시` 밑그림 그린다

•   이데일리(P1): 6%만 내면 내 집?…동탄 등 ‘누구나 집’ 사업지 10일 발표

•   이데일리(P1): [주52시간 휘청이는 중기]①"직원 못 구하는데"…애타는 벤처

•   이데일리: [주52시간 휘청이는 중기]②뿌리에서 벤처까지 '아우성'

•   이데일리: [주52시간 휘청이는 중기]③"中企 경기 회복세…계도기간 줘야"

•   이데일리: [주52시간 휘청이는 중기]④ 1∼2년 적용 유예 법안 발의에도 정치권 논의 지지부진

•   연합: 오늘 600명대 중후반…주말·휴일 영향 사라지자 다시 급증

•   연합: 신재생 설비 안전검사 강화…신기술 안전기준도 신설

•   연합인포맥스: '금리 모르쇠' 불티나게 팔리는 하이일드 채권…시한폭탄은 '째깍'

•   e대한경제: LG그룹 시총 147.5조… 3년만에 57조 불어났다

•   e대한경제: 국내 1호 트램사업 위례선 트램 잡아라…한신공영ㆍ두산 격돌

•   현대경제신문: 韓중장비 업체, 中 굴삭기 시장 큰 손 판매량 감소 ‘예의주시’

•   에너지경제: 청정에너지 '그린 수소' 대중화 비관론...."재생에너지·전해조 비용하락 관건"

•   가스신문: [기획연재] 헛도는 건물용 연료전지…보급정책에 문제없나

•   전자신문: [이슈분석]삼성전자vs애플, 6월 태블릿 대전 막올랐다

•   전자신문: [이슈분석]태블릿 시장, 비대면 '뉴노멀' 시대 급성장

•   전자신문: [산업리포트]한국형 모빌리티 플랫폼 '진화 중'

•   로봇신문: 中 선전시, AGV 로봇 주차 빌딩 착공

•   물류신문: 산단 스마트 물류플랫폼, 2022년 어떤 모습일까?

[Opinions]

•   Project Syndicate(Ricardo Hausmann): Is Green Development an Oxymoron?

•   Project Syndicate(Eric Posner): Eric Posner Says More…

•   Project Syndicate(Chris Patten): China’s One-Way Diplomacy

•   Project Syndicate(Joschka Fischer): America Remains Indispensable

•   Project Syndicate(Joseph S. Nye, Jr.): COVID-19 Vaccines and the US National Interest

•   FT(Joseph Stiglitz): G7 leaders can strike a blow on global corporate tax

•   FT(Bill Gross): The real bond kings and queens sit on the Fed throne

•   FT(Janan Ganesh): Don’t judge the US by its politics

•   FT(Yuan Yang): China’s three-child policy may not halt the demographic free fall

•   FT(Toby Skinner): Is ‘bleisure’ the future of business travel?

•   FT(Kathrin Hille): Taiwan needs to switch gears to fight first major Covid outbreak

•   WSJ(Editorial Board): Europe Catches the Inflation Bug

•   WSJ(Holman W. Jenkins, Jr.): The Climate Yawns at Exxon ‘Coup’

•   WSJ(William A. Galston): Biden’s Slow-Growth Budget Gamble

•   WSJ(Garry Kasparov): Has Biden Lost His Nerve With Putin?

•   WSJ(Joel Zinberg): Vaccine Slowdown Isn’t Cause for Alarm

•   NYT(Paul Krugman): What Joe Biden's Proposed Budget Gets Right

•   NYT(Daniel Alpert): Americans Don’t Want to Return to Lousy Low Wage Jobs

•   WP(Editorial Board): The pandemic fire is still raging. Rich-country leaders must respond.

•   WP(Max Boot): The Republican plot to steal the 2024 election

•   WP(Marc A. Thiessen): Biden’s budget is a lie

•   WP(Greg Sargent): Why Biden keeps talking about wanting GOP cooperation

•   WP(Charles Lane): Proceed with caution on central bank digital currency

•   Bloomberg(Mohamed A. El-Erian): Why Did Treasury Yields Defy the Fed's Preferred PCE Inflation Gauge?

•   Bloomberg(David Fickling): China’s Three-Child Policy Won’t Reverse Population Decline

•   Bloomberg(Conor Sen): The Post-Pandemic Economic Boom Will Have a 2022 Sequel

•   Bloomberg(Tyler Cowen): U.S., Taiwan Covid Failures Show Humans Are Bad at Big Decisions

•   Bloomberg(Andy Mukherjee): India Won’t Get a V-Shaped Recovery This Time

•   Bloomberg(Michael R. Strain): Real Estate Prices Won't Return to Earth Without Deregulation

•   Bloomberg(Bobby Ghosh): Israel: Netanyahu’s Legacy Is Safe In His Rivals’ Hands

•   Bloomberg(Claudia Sahm): How to Get the Unemployed Back to Work

•   Bloomberg(Allison Schrager): How Covid Inspired a New Generation of Entrepreneurs

•   CNN(David A. Andelman): The bad news about Iran's presidential candidates

•   MarketWatch(Mark Hulbert): Why stocks could tumble even as the post-pandemic U.S. economy grows

•   MarketWatch(Paul Brandus): Millions of U.S. jobs depend on the Biden administration respecting America’s No. 1 trade partner — and it’s not China

•   Fox News(Deroy Murdock): Joe Biden and a tragic tale of 3 pipelines – Trump's hard-won energy independence is gone

•   Fox News(Marc Siegel): COVID origins and Wuhan – here's what we need to remember about the lab in China

•   Reuters(Andy Home): COLUMN-Funds cut copper exposure as Chinese impetus fades

•   서경(사설): 정권 말 날아든 탈원전 청구서···文정부 사과해야

•   조선(사설): 한 사람 오기로 탈원전·한전공대, 왜 국민이 돈 대나

•   조선(한삼희): ‘탄소 중립’, 대통령이 5년만 더 벌어줬더라면