Business Intelligence Monitor 210607

(Introduction)

[Markets]

•   Global: Global equities nearly grasp all-time record, dollar drops after U.S. jobs data

•   Metals: Copper rebounds on bargain hunting and U.S. jobs data

•   Grains: Weather risk adds premium to U.S. corn, soy, wheat markets

•   Soybean oil: Renewable-Fuel Push Drives Soyoil Prices to Record High

•   Cryptocurrency: Bitcoin Drops Amid Weibo Crypto Suspensions, Goldman CIO Survey

•   한국: 코스피, 엿새만에 하락…개인·외국인 순매수

•   한국: 현대차그룹, 1년4개월만에 LG 시총 넘었다

•   한국: 원전주 '부활'…한미정상회담 이후 7개 종목 시총 6조↑

•   한국: 두산그룹주 강세, 두산중공업 10%대 두산인프라코어 5%대 올라

•   한국: 한국판 밈株는 ‘두슬라’?…두산중공업, 대차잔고 ‘주의보’

[Indicators]

•   US Apr. Factory orders: U.S. factory orders fall more than expected in April

•   US May Nonfarm payrolls: Hiring Picked Up in May but Lagged Behind Broader Recovery

※   WSJ: Fed Inching Toward Discussion of Slowing Bond Purchases

•   US Weekly Rig count: U.S. oil & gas rig count falls for first time in six weeks -Baker Hughes

•   US Q2 GDP Nowcast: Jun 04, 2021: New York Fed Staff Nowcast

•   Eurozone Apr. Retail sales: Euro zone retail sales fall more than expected in April

•   UK May Permanent Placements Index: UK hiring hits fastest rate in 23 years as services boost growth hopes

•   UK May Construction PMI: UK construction surges at fastest rate since 2014 - PMI

•   Japan Apr. Household spending: Japan's April household spending rises record 13.0% on year

•   India Benchmark rate: India Central Bank Expands QE as Growth Seen Faltering

※   RBI: Monetary Policy Statement, 2021-22 Resolution of the Monetary Policy Committee (MPC) June 2-4, 2021

•   India May Consumer confidence: India Consumer Confidence Drops to Record Low, RBI Survey Shows

•   한국 주간 아파트 수급동향(부동산원): "더 오르기 전에"···서울 아파트 8주째 '사자' 심리 높았다

[Calendars]

•   WSJ: Economy Week Ahead: Imports, Jobless Claims, Inflation

•   Bloomberg: ECB Isn’t About to Flinch at First Sign of a Recovery: Eco Week

[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: G-7 Nations Agree on New Rules for Taxing Global Companies

•   WSJ: U.S. Covid-19 Deaths Fall to Lowest Point Since March 2020

•   WSJ: Biden, Republican Senator Agree to Keep Pursuing Infrastructure Compromise

•   WSJ: Biden’s Agenda Takes On Steep GOP Resistance in Senate

•   WSJ: Biden’s Covid-19 Response Chief Zients Faces Next Task: Vaccinating the World

•   WSJ: The Fed’s Inflation View Is All About That Base

•   WSJ: Thousands in Hong Kong Defy Police Ban to Remember Tiananmen Victims

•   WSJ: Covid-19 Vaccination Could Win Hong Kongers a Million-Dollar Apartment

•   WSJ: Putin Says the U.S. Wants to Hold Back Russia’s Development

•   WSJ: Gaza Relief Plan Tests U.S. Ability to Bypass Hamas

•   WSJ: Covid-19 Wipes Out Small Businesses in Poor Countries

•   WSJ: Fake Covid-19 Vaccines Pose New Threat in Africa

•   WSJ: ‘Do We Need to Be in Hong Kong?’ Global Companies Are Eying the Exits

•   WSJ: Mexicans Vote in Midterm Election Seen as Referendum on Populist President

•   WSJ: Taiwan’s Leader Hurt by Recent Setbacks

•   WSJ: China Reconsiders Its Central Role in Bitcoin Mining

•   WSJ: A Better Bet on China’s Three-Child Policy

•   WSJ: GameStop’s Most Loyal Shareholders Are in It for the Long Haul, Not the Memes

•   WSJ: What Inflation? Stock Funds Rise Again

•   WSJ: Facebook’s Marketplace Faces Antitrust Probes in EU, U.K.

•   WSJ: Self-Driving Cars Could Be Decades Away, No Matter What Elon Musk Said

•   WSJ: Chinese Internet Regulators Investigate Startup After Tiananmen Square Anniversary Post

•   WSJ: China’s Tech Clampdown Is Spreading

•   WSJ: AT&T, Verizon Push Free iPhones for Long-Term Customers

•   WSJ: What Working From Home Taught Us About Our Office Setups

•   WSJ: iPhone? AirPods? MacBook? You Live in Apple’s World. Here’s What You Are Missing.

•   NYT: White House Embraces Job Growth but Distances Itself From Expanded Benefits

•   NYT: As Vaccines Turn Pandemic’s Tide, U.S. and Europe Diverge on Path Forward

•   NYT: U.S. Aid to Central America Hasn’t Slowed Migration. Can Kamala Harris?

•   NYT: Facebook Says Trump’s Ban Will Last at Least 2 Years

•   NYT: Iran’s Proxies in Iraq Threaten U.S. With More Sophisticated Weapons

•   NYT: C.I.A. Scrambles for New Approach in Afghanistan

•   NYT: Israeli Ultra-Orthodox Excluded From Coalition, Face Loss of Power

•   NYT: Workers Are Gaining Leverage Over Employers Right Before Our Eyes

•   WP: Coronavirus vaccination programs finally take off in rich Asia-Pacific countries

•   WP: In countries where vaccines are available, offers of free airline tickets and apartments for the fully inoculated

•   WP: Vaccination rates fall off, imperiling Biden’s July Fourth goal

•   WP: American expats push for access to coronavirus vaccines, raising questions about international equity

•   WP: CDC director urges parents to vaccinate teens, pointing to increase in severe cases

•   WP: For GOP candidates, there?s no escaping the influence of Trump

•   WP: Manchin will not support Democrats’ voting rights bill, he says in op-ed

•   WP: Hamas wins Palestinian support in West Bank after Israel hostilities

•   WP: Naftali Bennett, set to be Israel’s next leader, represents a break with its more secular past

•   WP: Israeli security chief issues rare warning over potential for Jan. 6-style mob violence ahead of Netanyahu departure

•   FT: Chip shortage to last until at least mid-2022, warns manufacturer

•   FT: Rate expectations: developing economies threatened by US inflation

•   FT: How the virus disrupted inflation statistics

•   FT: Merkel’s party surges in German state vote, beating far right

•   FT: Covid ‘is over’ in Norway, health chief declares

•   FT: Draghi sets tone in cooling EU-China relations

•   FT: Boris Johnson faces aid rebellion by Tory MPs

•   FT: UK plans to offer Covid vaccines to teens later this year

•   FT: UK readies contingency plans to delay June 21 easing

•   FT: Johnson and Biden thrown together by geopolitical necessity

•   FT: Unionist upheaval risks fresh political crisis in Northern Ireland

•   FT: Anthony Fauci urges China to release medical records of Wuhan lab workers

•   FT: Anthony Fauci: America’s doctor under siege

•   FT: Kremlin may restrict more food exports to shield it from high prices

•   FT: US gives Covid vaccines to Taiwan after China accused of interference

•   FT: Markets on tenterhooks as Peruvians vote in close election

•   FT: India’s southern states show resilience amid Covid catastrophe

•   FT: Thailand to launch mass vaccine drive as Covid cases surge

•   FT: Chinese central bank governor backs push for climate risk disclosure

•   FT: Japan delivers 1.2m vaccine jabs to Taiwan in face of Chinese criticism

•   FT: A new capital in the Egyptian desert: Sisi’s military model for the economy

•   FT: Will hot US inflation data unsettle markets?

•   FT: Sustainable investing boom and net zero pledges drive ESG talent war

•   FT: Used car prices take upward turn as demand outstrips supply

•   FT: US lithium mining faces new hurdle in form of rare flower

•   Bloomberg: Yellen Says Higher Interest Rates Would Be ‘Plus’ for U.S., Fed

•   Bloomberg: Yellen Sees Recent Inflation as Transitory Rather Than Permanent

•   Bloomberg: Taper-Tantrum Woes Fuel Hunt for Foolproof Emerging Markets

•   Bloomberg: Charting the Global Economy: Supply Constraints Restrain Growth

•   Bloomberg: U.S.-China Trade Relationship Significantly Imbalanced, Tai Says

•   Bloomberg: Fed to Be ‘Deliberately Patient’ on Asset Taper, Mester Says

•   Bloomberg: A $4,749 Bike Hints at Inflation Peril Looming for U.S. Economy

•   Bloomberg: Flush With Stimulus Cash, Consumers Are Spending More: BofA CEO

•   Bloomberg: ECB Seen Pushing Ahead With Faster Bond Buying Until September

•   Bloomberg: France Says Controversial Pension Reform Is Key to Woo Investors

•   Bloomberg: Draghi Will Find Out If He Has What It Takes to Save Italy’s Poor South

•   Bloomberg: Germany’s Vaccine Demand Set to Continue Outstripping Supply

•   Bloomberg: China’s Cautious Consumers Offer Clues for Post-Pandemic World

•   Bloomberg: Vietnam Premier Asks Provinces to Ease Strict Virus Measures

•   Bloomberg: Argentina Formally Starts Producing Russia’s Sputnik Vaccine

•   Bloomberg: Turkey’s Erdogan Unveils New Natural Gas Discovery in Black Sea

•   Bloomberg: AMC Drama Is Exposing Risks in $11 Trillion World of Indexing

•   Bloomberg: Bond Traders Glimpse Taper-Talk Roadmap That Revives Volatility

•   Bloomberg: Japan Lays Out ‘National Project’ for Chips After Lost Decades

•   Bloomberg: China’s Top EV Maker Stakes Its Future on a $4,500 Mini Car

•   Bloomberg: Tesla (TSLA) Elon Musk China Narrative Swiftly Shifts From Expansion to Exports

•   Bloomberg: U.S. Building Boom Helps Lumber Industry Cut Its Borrowing Costs

•   Bloomberg: Best Solar Energy Companies: How China Beat U.S. to Become World's Champion

•   Bloomberg: Nissan Delays Release of Flagship Electric Car Amid Chip Crunch

•   Bloomberg: G-7 Targets Environmental Crimes in Push for Greater Disclosure

•   Bloomberg: Central Banks Finally Grasp the Need for Daring Climate Action

•   Reuters: Sinovac’s COVID-19 vaccine gains China nod for emergency use in kids, adolescents

•   Reuters: Three U.S. senators to visit Taiwan, trip likely to irritate China

•   Reuters: Brazil approves imports of Russia's Sputnik V, India's Covaxin vaccines

•   Reuters: India yet to decide on indemnity for local makers of COVID-19 shots -official

•   Reuters: COVID-19 cases jump in Myanmar after outbreak near Indian border

•   Reuters: ASEAN envoys meet Myanmar junta chief - state TV

•   Reuters: Taiwan lifts toughest water curbs as rain eases drought

•   Reuters: Russia's compliance with OPEC+ deal was close to 100% in May - Novak

•   Reuters: Global M&A surges to record high for third straight month

•   Reuters: EXCLUSIVE Biden’s electric vehicle plan includes battery recycling push

•   Reuters: Taiwan chip packager King Yuan to halt output after COVID cases at factory

•   Reuters: Germany backs carbon pricing in EU climate policy overhaul - document

•   Reuters: S.Korean designer creates 'Third Eye' for 'smartphone zombies'

•   AP: EXPLAINER: 5 key takeaways from the May jobs report

•   CNN: Why Wall Street fears a global tax deal

•   CNN: Biden's delivering more leverage for workers, if not in the way he planned

•   CNN: China's stronger currency means difficult choices for Beijing

•   CNBC: Market bull lists inflation as top risk, warns 'wake-up call' is ahead

•   CNBC: Covid: Vaccine hesitancy in Asia which lags U.S., Europe as cases surge

•   CNBC: Natixis on global chip shortage, U.S.-China tech war

•   Fox Business: Granholm admits adversaries capable of shutting down US power grids

•   SCMP: China-US relationship needs ‘cool heads and new strategy’ from Beijing

•   SCMP: China tries to get back into the Euro game after ‘yellow card’ for its cooperation platform

•   SCMP: China digital currency: when will the e-yuan be launched, and what will it be used for?

•   SCMP: China academics accelerate efforts to promote Beijing’s government-led economic model

•   SCMP: China’s state-driven economic model may be limiting investment in aviation industry

•   SCMP: China population: why did Beijing opt for a three-child policy when it could scrap birth caps altogether?

•   SCMP: China debt: has it changed in 2021 and how big is it now?

•   Caixin: China to Start Factoring Carbon Emissions Into Environmental Impact Checks

•   Nikkei Asia: China ousts Taiwan as Apple's biggest source of suppliers

•   Nikkei Asia: Japan pushes solar panel mandate for new public buildings

•   Nikkei Asia: Japan Inc comes together to accelerate vaccination rollout

•   Nikkei Asia: Japan posts record low of 840,000 newborns in 2020

•   Nikkei Asia: Chinese ships sail near Senkaku Islands for record 112 days straight

•   Nikkei Asia: China's bid for digital-yuan sphere raises red flags at G-7

•   Nikkei Asia: Japan preparing to donate COVID vaccine to Vietnam: LDP lawmaker

•   Nikkei Asia: Japan looks to debut vaccine passport this summer

•   Nikkei Asia: India's appetite for gold dulled by COVID lockdown

•   Mainichi: Japan consumers get mixed bag of slow wage growth, forced savings

•   Mint: Automakers confident of a swift recovery after unlock

•   Power Engineering: POWERGEN 2022: Road to Destination 2050 travels with H2, energy storage, EGSA & startups

•   OilPrice.com: Peak Oil Demand May Be Ten Years Away

•   MINING.com: Scientists develop ‘cheap and easy’ method to extract lithium from seawater

•   MINING.com: World's no. 2 automaker to get “actively involved in raw materials business” - MINING.COM

•   MINING.com: BHP, Freeport invest in Jetti Resources’ ‘holy grail’ copper extraction technology

•   Robotics & Automation News: Why Use Automated Warehousing for Your Small Business

•   Robotics Tomorrow: Toyota Research Institute Shares Design to Help Advance the Field of Soft Robotics

•   Robot Report: Optimize workflows with mobile robotics

•   매경(P1): 미국 21조 지원할때 한국 고작 1177억…갈길 먼 백신주권

•   매경: 세계 2위 제약강국 일본이 코로나 백신 못 만드는 이유는

•   매경(P1): 주민반발에 과천청사 4천가구 없던 일 됐다

•   매경(P1): 코인 감독 시동 건 금융위, 상장절차·공시방법 따진다

•   매경: LH 해체 일단 보류…당정 "장기적 추진"

•   매경: 빨간날 늘어난다…與野, 대체공휴일 확대 추진

•   매경: '공론화 모범 사례' 라더니…勞勞 갈등 치닫는 나주 열병합발전소

•   매경: "4년 기다렸다" 삼성·LG 디스플레이 수출 날개

•   매경: 포스코 ESG경영 잰걸음…"대기오염물질 15% 감축"

•   매경: 삼성증권, 현대차 목표가 내리자마자…골드만삭스 "현기차 사라"

•   매경: 오세훈표 민간 재건축, 민주당 장악 시의회에 발목잡혔다

•   매경: 檢, 이재용 부회장 벌금형 약식기소…프로포폴 투약혐의

•   매경: "급하게 1억 송금"…베트남 백신성금 압박에 韓기업들 '멘붕'

•   매경: "반도체 산업, 삼성전자 시대 저문다"…강방천 섬뜩한 예측

•   매경(P1): 수출기업의 비명 "화물선 동났다…납기 못맞춰 계약 끊길 판"

•   매경: "글로벌선사와 협상할 정부 주도 연합체를"

•   매경: 임시선박 투입·운임 지원한다지만…업계 "미봉책 불과"

•   매경(P1): '아르테미스' 동참한 한국…대기업 우주사업도 '날개'

•   매경: 삼성 LG '글로벌 법인세 사정권'…대기업 22곳 부담 늘어난다

•   매경: "노쇼 백신 맞으려면 어떻게?"…10일 접종 얀센백신 Q&A

•   매경: "달러와 1대1 연동되는 스테이블코인…가상화폐 대세 될것"

•   매경: "최저임금 4년간 35%↑" vs "1만원 넘겨야"…갈길먼 협상

•   매경: 정부는 빚 갚자는데…與 "추가세수 재난지원금 쓰자"

•   매경: 안경덕 노동 "반복 산재땐 사업못할 정도로 규제"

•   매경: 7월 규제전에 신용대출 어디서?…KB 한도많고 우리 금리 낮아

•   매경: 美마이크론 최첨단 D램 양산…삼성전자 SK하이닉스 앞질렀다

•   매경: 사상 최고치 근접 코스피…증권사 추천 하반기 유망종목은?

•   매경: 개미 "떨어진다" vs 기관 "더 간다"…'ETF 대전' 누가 웃을까

•   매경: 반도체·전기차·배터리株 한미 기술동맹 날개 달다…증권사 추천 투자상품은

•   매경: "美테이퍼링 금리 상승 영향 제한적이다…코스피 3500 가능"

•   한경(P1): 정부, 2차 추경 공식화

•   한경: 홍남기, 與 '전국민 지급' 사실상 반대…이번엔 '홍두사미' 끝낼까

•   한경: 1분기 세수 19조원 늘었지만…42%가 '일회성 증가'

•   한경: "아직 4차 지원금도 못 받았는데…" 일부 소상공인 불만 목소리

•   한경(P1): 국책銀 직원 10% 임금피크제 대상

•   한경: 국책은행 '명퇴금' 얼마길래…"쭉 다니겠다"는 직원들

•   한경(P1): 아워홈 '세 자매의 반란'…범LG家 장자승계 원칙 깨졌다

•   한경: "아워홈은 ESG 문제 기업"…백기사 요청에 자본시장도 등 돌렸다

•   한경: 中의 '대만 침공' 시나리오…G2 사이 샌드위치 '文의 딜레마'

•   한경: 산은, 토스에 800억 '통큰 베팅'…판 커지는 인터넷은행 大戰

•   한경: "노벨상 수상자 책 거꾸로 인용" 저격당한 이재명

※   Amazon: Good Economics for Hard Times: Better Answers to Our Biggest Problems

•   한경: 與·野, 손실보상법 이달 처리키로

•   한경: 빌딩이야 발전소야'…롯데월드타워는 다 전략이 있었다

•   한경: 현대건설기계, 친환경 굴착기·휠로더 출시

•   한경: 삼성전자 '20만원대 5G폰', 中 저가폰 공세 막는다

•   한경: 답답했던 5G 장비株, 5G 이젠 잘 터질까

•   한경: 격변의 증시 테마…리서치 조직도 달라진다

•   한경: 코로나 백신 접종 후 타이레놀 없다면…"이 약으로 대체 가능"

•   한경: 초고화질 8K보다 1만배 선명…'꿈의 화질' QLED TV 나온다

•   한경(P1): '3중苦' 짓눌려…중소 제조업체 '질식'

•   한경: '보복소비' 어디에?…대출로 연명하는 자영업

•   한경: "이 와중에 주 52시간, 더 버틸 힘 없다"…중소 제조업 '비명'

•   한경(P1): [단독] "기업몰 카톡 입점 수수료 0원"…'네·쿠 천하' 파고 든 카카오

•   한경: 與, 종부·양도세 완화 이번주 확정…친문 반발이 걸림돌

•   한경: 통계 손대니…OECD 평균보다 갑자기 좋아진 韓 분배지표

•   한경: 반도체 급한 中에 팔아 폭리…'슈퍼甲' 된 대만 팹리스

•   한경: "원하는 만큼 못 만들어 준다"…대만 퇴짜에 한국 '영업 불능'

•   한경: 반도체 부족, 코로나 진단업체까지 덮쳤다

•   한경: ESG 잘해야 'IPO 대박' 난다…SK에코플랜트, 친환경에 올인

•   한경: 국내 주식형 펀드, 7개월 만에 순유입…코스피 최고치 넘어설까

•   한경: 철강·화학·조선…곳곳서 터져 나오는 고점 우려

•   한경: '스마트폰 눈' 강자 LG이노텍, 매출 10조 눈앞

•   한경: 대한상의, 국민청원 본뜬 '회원사 청원' 도입한다

•   한경: 늘었다 줄었다 하는 삼성전자 'OLED 전자피부'

•   한경: 트위니 "택배로봇이 아파트 문 앞까지 배달"

•   서경(P1): 재정 부족한데 혜택 펑펑···예견된 '지역화폐 대란'

•   서경: 우후죽순 지역화폐, 효과 논란 큰데...재원마련에 추경 동원하나

•   서경: 금융위, 관계기관과 암호화폐 대응책 마련 착수

•   서경: 서학개미, 5개월간 200조 사고팔았다

•   서경: "7일부터 2시간 늦게 출근" 압박수위 높이는 택배노조

•   서경(P1): 광명·일산·의왕까지 '중소형 15억'···브레이크 없는 집값

•   서경(P1): [서울포럼 2021- 우주포럼] "우주판 골드러시 이제 시작···퍼스트무버 전략 서둘러라"

•   서경(P1): 송영길 "이재용 나와야 투자 되지 않나···가석방으로도 풀 수 있어"

•   서경: 대선 앞두고 또 지방 퍼주기?...與,지방소비세율 인상 추진

•   서경: 컨테이너선 운임 사상 최고 경신...SCFI지수, 1년 동안 4배 급등

•   서경: 생사 갈림길에 선 쌍용차···노조, 무급휴직 수용할까

•   서경: EU 철강 세이프가드 연장되나···7일 결과 발표

•   서경: 코스피 역대급인데...동학개미 수익률은 '우울'

•   조선: 산양 서식지·인공 조림지까지 훼손해 풍력발전

•   조선: 육백산 지역 주민들 “사람·동물보다 풍력이 먼저냐”

•   조선: “탄소 제로를 위해” 세계원전 1·2위 美·佛 차세대 원전 개발 협력

•   조선: “백신 휴가 생각하면...” 직장인이 가장 접종 원하는 요일은?

•   조선: 수평적이라던 네이버·카카오는 어쩌다 ‘젊은 꼰대’ 기업으로 전락했나

•   조선(P1): 영세기업들 ‘주52시간 시행’ 7월이 두렵다

•   조선: “외국인 근로자 숙련도·생산성 따라 임금 탄력 운영을”

•   조선: 주52시간, 벤처 싹도 자른다… 실리콘밸리式 성공신화 힘들어

•   조선: 車부품공장 30代, 월급 340만→280만원으로 줄어

•   조선: 1분기 주식거래세, 4조8015억원 사상 최대

•   조선: 매달 1%씩, 올들어 7% 껑충... 아파트값, 서울 바깥이 더 무섭다

•   조선: 코로나에 유니콘은 더 많아졌다, 올해만 183개 ‘등극’

•   조선: 주식계좌·삼성전자 소액주주 폭증... ‘3대 머니무브’ 봤더니

•   조선: “미래 안보이면 정리”… SK가 확확 바뀐다

•   조선: 전기차 뒤진 일본 車업계, 올해 연구개발비 29조원… 한국의 3배

•   조선비즈: 다음달부터 8인 모임 가능해질까…거리두기 개편안 이달중 공개

•   조선비즈: 한수원, 체코 원전 수주전 독자 참여하기로

•   조선비즈: [Interview] 英 슈로더 ESG 총괄 “코로나가 ESG의 S(사회) 관심 키워”

•   조선비즈: 직장인 61% “우리회사 디지털 전환 미흡”

•   조선비즈: “집값 오를만큼 올랐다”며 정부는 계속 경고하는데… 안 먹히는 이유 세 가지

•   조선비즈: 회장님 차도 전기차로?... 친환경차 전환에 속도내는 기업들

•   조선비즈: “스마트폰 1000대 팔릴 때, 6대도 안 팔려”…저무는 글로벌 디지털카메라 시장

•   조선비즈: [세종풍향계]가상화폐 가치 무용론 들끓는데, 경제부처 사무관들은 ‘코인블루’로 속앓이

•   조선비즈: “이런 호황은 없었다”...‘홀당 100억’ 4년만에 두배 뛴 골프장 몸값

•   IT조선: 전기차 시대의 딜레마 '아파트 변압기'

•   중앙: 전세서 월세로 전환 가속도, 서민 주거비 부담 가중

•   중앙(P1): 접종률 26% 1등…전남 오늘부터 초중고 전면 등교

•   중앙: [단독] 아마존이 한국 상륙한다····최태원 '11번가 승부수'

•   동아(P1): 백신접종 100일, 일상이 돌아온다… 106세 할머니 “말벗 되찾아”

•   동아: 7월부터 50대도 접종… 집단면역 한걸음씩

•   동아: 예약 증가에… 6월 맞을 AZ 일부 7월 넘어갈듯

•   동아: "삼성 취업선호 낮아져… 대책은?" 사장단에 돌직구

•   동아: “앞으로 10년간 온실가스 감축 못하면 2050년 ‘넷제로’ 물 건너가”

•   동아: 전셋값 폭등… 보증금 떼일 우려도 커졌다

•   동아: [단독]LG전자, 올해 ‘전장 사업’ 자회사 3곳 세워

•   문화: 원전 7기 보류·폐쇄…매출 6兆이상 줄고 인력도 1763명 증발

※   원자력산업협회: 2019년 원자력산업실태조사 보고서 (25회)

•   문화: 두산중공업 ‘공중분해 위기’… 중소업체는 “생존 자체가 위협받아”

•   문화: 신재생 강조 하더니… 태양광·풍력도 ‘후퇴’

•   한국(P1): 서해 해상풍력발전 위한 '괭이갈매기 프로젝트' 시작됐다

•   한국(P1): 정부 "집값 고점" 경고에도... 시장 상승 심리 '꿈틀'

•   국민(P1): 60~64세 395만명 접종 돌입… 집단면역 ‘시동’

•   쿠키뉴스: ESG가 트렌드라는데...건설업계는?

•   한겨레: 탄소중립위원회는 무엇을 할 것인가

•   경향(P1): 삼성전자 노조는 첫 ‘집단 산재’ 신청

•   경향(P1): 직장 갑질·초과노동 네이버…노조가 ‘특별근로감독 진정’

•   경향: 전기차 전성시대의 이면…산처럼 쌓일 폐배터리를 어이할꼬

•   머니투데이(P1): [단독] 종부세 12억 땐 납세자 14만명...절반 넘게 줄어든다

•   머니투데이: '잔여백신 예약' 한국의 대반전…일본과 중국은 못하는 이유 있다

•   머니투데이: 주민반발에 '과천' 이어 태릉골프장도 '공급물량 축소' 가능성

•   머니투데이: 한화가 주목한 '수소 혼소 발전'…화석연료-수소 잇는 징검다리

•   헤럴드경제(P1): “철근 수급불안…건설업계 지원”

•   헤럴드경제: 탈서울 행렬·GTX 기대에...경기·인천, 벌써 작년만큼 올랐다

•   헤럴드경제: ‘화웨이 잡자!’...삼성, 첫 5G기술 언팩 연다

•   파이낸셜뉴스(P1): 치솟는 국제곡물가격.. 정부'식량 곳간'바닥

•   파이낸셜뉴스: 수출제한에 총성없는 전쟁… 식량안보 정부예산 고작 179억 [커지는 식량안보 우려]

•   파이낸셜뉴스(P1): 中企 올 이자유예 422억… 금리인상땐 폭탄

•   파이낸셜뉴스: M&A 큰손 떠오른 중견건설사, 재계 순위도 흔든다

•   파이낸셜뉴스: D램 증설 줄줄이… 슈퍼사이클 내년 '끝' 보인다

•   파이낸셜뉴스: 초고속·초신뢰·초정밀 혁신기술… 2030년 ‘4대 강국’ 도전장 [양자기술 패권전쟁]

•   파이낸셜뉴스: ‘철통보안’ 등 시장규모 10년간 20배 성장 [양자기술 패권전쟁]

•   파이낸셜뉴스: '수소 vs 배터리' 상용차 시장 선점 경쟁

•   파이낸셜뉴스: ‘3기 신도시’ 스타트 끊었는데… 커지는 여권發 정책 불안감

•   아시아경제(P1): 석달간 조세심판 4391건…작년 절반 넘어

•   아시아경제: 종부세서 점화된 조세저항, 재산세·양도세까지 옮겨 붙었다

•   아시아경제: GM·테슬라 탐내는 LG 차세대 배터리

•   이데일리: [ESF 2021]'ESG 경영 전도사' 전광우의 '금융역할론'

•   이데일리: 철강株 주춤하자 자동차株 달릴 준비…`엇갈린 운명`

•   이데일리: 전기전자株, 조정 먹구름 걷히나…"수요·가격·금리 주시"

•   이데일리: [단독]"노인은 야간·고속도로 운전 못한다"…'조건부 면허' 도입 시동

•   이데일리: [철근대란]①철근값 급등에 분양가도…도미노 인상 온다

•   이데일리: [철근대란]②공사비 오르고, 공사 지연…부동산시장 ‘후폭풍’

•   이데일리: [철근대란]③1년새 2배나 뛴 열연·철근價…시멘트도 인상 ‘초읽기’

•   이데일리: [철근대란]④사재기 잡고, 공기연장 권고? “정부, 탁상행정하나”

•   연합: 휴일 영향에 오늘 500명 안팎…"방심하면 유행 커질 위험 상존"

•   연합: 미운오리새끼서 백조로…두산중, SMR·신재생에너지로 부활 조짐

•   연합: "수소차 연료전지를 친환경 발전소로" 車업계 '관심 집중'

•   뉴시스: 한국남동발전, 해상풍력산업 활성화 박차

•   뉴시스: 이차전지도 초격차'…정부, K반도체 이어 K배터리 전략 내놓는다

•   뉴스1: [단독] 한화, 반도체 장비 사업 추진…반도체 '슈퍼 사이클' 겨냥

•   KBS: [취재후] “신재생 반대 안 해요…그런데 왜 농지인가요?”

•   e대한경제: 정부, 車 부품사에 7000만원 지원한다지만…업계 “생색내기”

•   e대한경제: 현대차그룹, 하반기 반도체ㆍ임단협 파고 넘을까

•   더구루: 두산밥캣, 아일랜드 새 사무실 마련…직원복지 차원

•   에너지경제: 엎친데 덮친 태양광 발전 사업…5월 가동시간 3년 만에 '최저'

•   에너지경제: [단독] 文 정부, 월성1호기 폐쇄 대못 박는다…한수원, 해체계획서 준비 착수

•   에너지경제: "가스시장 발전, 팬데믹 이후 경제 회복의 핵심 토대"

•   전자신문(P1): 중소벤처 ESG 대응 표준 매뉴얼 시급..현황조사부터 표준대응체계 사실상 '전무'

•   전자신문: 활기 찾은 원전 R&D…해체·안전·수출 방점

•   전자신문: 한국형 RE100 확산 빨라진다...REC 구매 등 이행수단 이르면 이달 시행

•   전자신문: [세종만사]산업부 “여름아 부탁해”

•   전자신문: 또 앞서가는(?) 마이크론…4세대 D램 기반 LPDDR4x·DDR4 본격 출하

•   디지털데일리: 세계 스마트폰 시장 2년 만에 반등…삼성전자, 1위 지킬까 [IT클로즈업]

•   디지털데일리: 中 BOE, OLED 증설 속도↑…LG전자 등 韓 장비 업계 '활짝'

•   디지털투데이: [단독] 잘나가는 LG OLED TV, 반도체 부품 부족으로 공급 차질

[Opinions]

•   Project Syndicate(Kenneth Rogoff): A Curse Worse than Cash

•   Project Syndicate(William A. Haseltine): Can We End the Pandemic?

•   Project Syndicate(Kemal Derviş): The New Climate Narrative

•   Project Syndicate(Diane Coyle): Leveling Up Is Hard to Do

•   FT(Editorial Board): G7 tax accord is a game-changing opportunity

•   FT(Rana Foroohar): Politicians should set common rules for digital markets

•   FT(Ruchir Sharma): Don’t dismiss market bubbles — some leave lasting progress behind

•   FT(Martin Sandbu): A new era of corporate transparency is dawning

•   FT(Tony Barber): Germany’s CDU enjoys much-needed boost with eastern poll triumph

•   FT(Michael Mackenzie): Investors should look to Europe when making their next move

•   FT(David Frost): EU must revisit the Northern Ireland protocol

•   FT(Pilita Clark): Don’t make me go back to hard pants five days a week

•   WSJ(Editorial Board): Yellen’s Global Tax Surrender

•   WSJ(Editorial Board): Anthony Fauci and the Wuhan Lab

•   WSJ(Holman W. Jenkins, Jr.): Why Biden Is Meeting With Putin

•   WSJ(Andy Kessler): Unfortunately, ‘Big Is Bad’ Is Back

•   WSJ(Nicholas Wade): Fauci Email Bolsters the Lab-Leak Theory

•   WSJ(Steven Quay, Richard Muller): The Science Suggests a Wuhan Lab Leak

•   NYT(Paul Krugman): Can the Rich Pay for a Better America?

•   NYT(Frank Bruni): Kamala Harris Can’t Win

•   NYT(Ross Douthat): Three Paths to Containing Trump

•   NYT(Min Zin): The Real Kingmakers of Myanmar

•   WP(Editorial Board): Worker-shortage worries are real. But are they really so urgent?

•   WP(Editorial Board): The ambitions of China’s rulers may be undone by the baby bust they fostered

•   WP(Joe Biden): My trip to Europe is about America rallying the world’s democracies

•   WP(David Ignatius): Biden’s anti-corruption plan appears to have some teeth. Here’s hoping they bite.

•   WP(Yanzhong Huang): China could pay if nations come to believe the virus leaked from a lab

•   Bloomberg(Niall Ferguson): Politics in the Time of Corona

•   Bloomberg(Daniel Moss): Malaysia's Covid Spike Is Making a Paralyzed Government Even Weaker

•   Bloomberg(Justin Fox): The Big Question: Does the Welfare State Make Countries Richer?

•   Bloomberg(John Authers): The Momentum Is With Active Fund Managers for Now

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is 559,000

•   Bloomberg(Andy Mukherjee): Bitcoin's Wild Ride Bodes Well for the Future of Digital Cash

•   Bloomberg(Shuli Ren): The Part of China With No Fertility Problem Has An Infestation of SOEs

•   Bloomberg(Liam Denning): Saudi Arabia's Oil Outlook Is Less Realistic Than the IEA's

•   Bloomberg(Jonathan Bernstein): Trump’s Planned Return Isn’t Really a Joke

•   Bloomberg(Mark Gilbert): The Volatility of Bitcoin, Crypto, Reddit Stocks Shows Trading Isn't Investing

•   Bloomberg(Jean Flemma, Miriam Goldstein, Ayana Elizabeth Johnson): Congress Must Make Biden’s Vision for the Oceans Come True

•   Bloomberg(Richard Cookson): Inflation: The Fed's Response Is Flawed and Dangerous

•   MarketWatch(Mark Hulbert): Don’t get too optimistic about a stock market rally — they’ve been fizzling out

•   MarketWatch(Mark Hulbert): The S&P 500 would be below 1,600 without these 3 pillars and those supports are now weakening

•   매경(사설): 빌 게이츠-워런 버핏 차세대 원전 의기투합, 넋 놓고 볼 일 아니다

•   한경(사설): 세계는 '꿈의 원전' 경쟁…한국은 '묻지마 탈원전' 역주행

•   한경(한상춘): 잭슨홀 미팅 최대 난제 '조기 테이퍼링'

•   서경(사설): 탈원전 4년 과속에 급속히 쪼그라든 원전 생태계

•   서경(강인수): P4G가 ESG경영에 주는 시사점

•   서경(정용훈): 산업기반 무너뜨리는데 쓰는 전력기금

•   조선(천영우): 탈원전 정책을 당장 폐기해야 할 세 가지 이유

•   파이낸셜뉴스(사설): 체코 원전 수주, 범정부 차원서 대처하길