Business Intelligence Monitor 210610

(Introduction)

[Markets]

•   Global: Stocks close near highs as bond yields dip

•   Metals: Copper treads water as Chinese factory gate prices surge

•   Iron ore: Iron ore price jumps as Chinese inventory drops to the lowest since February

•   Grains: Soybean futures fall, corn firm ahead of USDA report

•   한국: 코스피 1% 가까이 내려 3,210대로…외인·기관 순매도

•   한국: SK하이닉스 1600억 순매도한 외국인,이유는?

•   한국: 두산그룹주 하락 많아, 두산밥캣 두산 내리고 두산중공업 2%대 올라

[Indicators]

•   US Apr. Wholesale inventories: U.S. wholesale inventories rise solidly; supply constraints loom

•   US Weekly Mortgage rates·applications: Mortgage rates drop, but not enough for priced-out homebuyers

•   Germany Apr. Balance of trade: German exports rise slightly in April

•   China May CPI·PPI: China’s Surging Manufacturing Prices Put Pressure on Beijing to Do Something About Them

•   India May Fuel demand: Indian May fuel demand hits 9-month low as COVID-19 stalls activity

•   Brazil May CPI: Sticky Inflation Fuels Rate-Hike Pressure in Brazil and Mexico

•   Canada Benchmark rate: Bank of Canada Holds Steady Ahead of Possible July Taper

•   한국 1분기 GDP(잠정): 1분기 경제성장률 1.7%…속보치보다 0.1%p↑

※   한국은행: 2021년 1/4분기 국민소득(잠정)

•   한국 5월 고용: 5월 취업자 61.9만명↑, 두달 연속 60만명대 증가

[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: Biden Seeks Allies’ Support in Confronting Putin, China

•   WSJ: Top U.S., Taiwan Trade Officials to Talk as Early as Thursday

•   WSJ: Covid-19 Delta Variant First Found in India Is Quickly Spreading Across Globe

•   WSJ: U.S. to Donate 500 Million Covid-19 Vaccine Doses to Lower-Income Countries

•   WSJ: New Study Finds Slightly Elevated Risk of Bleeding Disorders After AstraZeneca Vaccine

•   WSJ: The G-7’s Global Tax Deal Faces a China Test

•   WSJ: China Tempers Climate Change Efforts After Economic Officials Limit Scope

•   WSJ: Trump’s TikTok, WeChat Actions Targeting China Revoked by Biden

•   WSJ: Fauci Says He Didn’t Play Down China Lab-Leak Theory

•   WSJ: Technology Fills the Gap as Jobs Lag GDP

•   WSJ: U.S. Retail Sales Forecast Rises Sharply as Covid-19 Restrictions Ease

•   WSJ: Biden Administration Says Child-Care Assistance Will Help Economy Grow

•   WSJ: New Talks on Infrastructure Face Old Problem: How to Pay for It

•   WSJ: Tech Crackdown Hits Chinese Stocks, Just Not in China

•   WSJ: SEC Pursuing Broad Review of Stock-Market Structure, Chairman Says

•   WSJ: Keystone XL Oil Project Abandoned by Developer

•   WSJ: Shell Vows to Speed Up Emissions Cuts in Wake of Court Ruling

•   WSJ: Exxon and Chevron’s Pains Won’t Easily Translate to Gains

•   WSJ: First Solar to Build New Solar-Panel Factory in Ohio

•   WSJ: SoftBank and IonQ in Strategic Pact on Quantum Computing

•   NYT: China Returns to Strict Covid Limits to Fight a New Outbreak

•   NYT: Russia Bans Navalny’s Group, Sending Clear Message From Putin to Biden

•   NYT: With a Ban on Navalny’s Group, Putin Sends Clear Message to Biden

•   NYT: Germany Makes Rapid Virus Tests a Key to Everyday Freedoms

•   NYT: Pipeline Investigation Upends Idea That Bitcoin Is Untraceable

•   NYT: Uber and Lyft Ramp Up Legislative Efforts to Shield Business Model

•   NYT: Faltering for Years, Ford Is Showing Signs of a Revival

•   WP: Biden administration moves to protect wetlands, undoing a major Trump move

•   WP: As home prices soar in unlikely places, the most vulnerable residents pay the price

•   WP: Arrests targeting Palestinians in East Jerusalem and across Israel continue in wake of conflict

•   FT: German finance minister plays down rapid rise in inflation

•   FT: Brussels takes legal action against German constitutional court

•   FT: EU prepares for take-off with €800bn bond issuance scheme

•   FT: CDU hopes regional poll triumph will derail Germany’s Greens

•   FT: Biden to press Johnson to end bitter Northern Ireland stand-off

•   FT: Johnson and Biden set to focus on China in new UK-US accord

•   FT: Johnson examines partial lifting of England lockdown restrictions

•   FT: Crunch time for Brexit talks amid souring mood

•   FT: Biden’s tricky balancing act on the digital services tax

•   FT: Covid outbreak in China sparks fears of trade disruption

•   FT: El Salvador becomes first country to adopt bitcoin as legal tender

•   FT: Naftali Bennett’s rise to summit of Israeli politics

•   FT: López Obrador names new finance and central bank chiefs

•   FT: Saudi Arabia to become anchor investor in $800m Gulf infrastructure plan

•   FT: Australia calls for G7 support of WTO reforms to counter China

•   FT: Retail trading fervour moves on to Clover Health

•   FT: Indian tycoons surpass Chinese tech moguls in global rich list

•   FT: China technology funds battle to hit profit targets

•   Bloomberg: G-7 Plans 1 Billion Extra Covid Shots to End Pandemic Next Year

•   Bloomberg: Pentagon Chief Orders Stronger China Focus, With Details Secret

•   Bloomberg: China Says U.S. Is Creating ‘Imaginary Enemy’ With Senate Bill

•   Bloomberg: EU Threatens U.K. With Tariffs as Northern Ireland Spat Escalates

•   Bloomberg: Surprise Jump in U.S. Wages Gives Inflation Debate a New Twist

•   Bloomberg: Biden’s Bipartisan Hopes Dealt Blow as Schumer Preps Solo Plan

•   Bloomberg: Romney, Senators Craft Infrastructure Plan Without Tax Hikes

•   Bloomberg: U.S. Panels to Study Reopening Canada, Mexico, EU, U.K. Travel

•   Bloomberg: BOE’s Haldane Warns of ‘Dangerous Moment’ for Monetary Policy

•   Bloomberg: Eight in 10 Adults in England Now Have Covid-19 Antibodies

•   Bloomberg: Germany Extends Coronavirus Aid as Pandemic Fallout Lingers

•   Bloomberg: Japan’s Suga Wants to Complete Covid Vaccinations by November

•   Bloomberg: BOJ to Extend Covid Aid as Virus Fight Drags On, Survey Shows

•   Bloomberg: The Economy Israel’s Post-Netanyahu Government Stands to Inherit

•   Bloomberg: Chile’s Communist Contender for President Seeks Economic Overhaul

•   Bloomberg: Peru’s Castillo Has a Marxist and a Fiscal Hawk in Inner Circle

•   Bloomberg: Libya Oil Production Picks Up After Pipeline Leak Fixed

•   Bloomberg: Indonesia Races to Vaccinate 1 Million Daily as Cases Spike

•   Bloomberg: China Boosts Support for Myanmar Army, Countering U.S. Sanctions

•   Bloomberg: What Kim Jong Un’s $12,000 IWC Watch Says About His Weight Loss

•   Bloomberg: Bitcoin’s Price Drop Is Tempting Some Traders to Buy Into Ethereum Instead

•   Bloomberg: The Fed Probably Just Got a Piece of Those Bitcoin Junk Bonds

•   Bloomberg: Interest Rate Volatility Falls as Summer Carry Trades Begin

•   Bloomberg: Aramco to Sell $6 Billion of Dollar-Denominated Islamic Bonds

•   Bloomberg: EU Vows to Shield Households From CO2 Market-Linked Price Hike

•   Bloomberg: The World’s Biggest Investors Get Louder About ESG: Green Insight

•   Bloomberg: Low Clean-Energy Spending in Poor Countries Puts Climate Goals in Peril

•   Bloomberg: The Future of Urban Innovation

•   Reuters: EU, U.S. to set deadlines to end tariffs, urge progress on COVID study -summit draft

•   Reuters: U.S. Chamber group urges quick U.S., EU action to end tariffs, adopt privacy shield

•   Reuters: EU, U.S. to agree reduction of vaccine export barriers, summit draft says

•   Reuters: EU and U.S. eye more collaboration on climate change, summit draft says

•   Reuters: U.S. says Iran nuclear talks to resume over the weekend

•   Reuters: If COVID-19 trends continue, it could be years before virus is controlled -PAHO

•   Reuters: China to study using CanSinoBIO COVID shots as a booster

•   Reuters: U.N. rights envoy warns of risk of starvation in Myanmar's Kayah State

•   Reuters: Iran prepared to ramp up oil output quickly if U.S. sanctions eased - SHANA

•   Reuters: Russia's high inflation shifts expectations for bigger rate hike on Friday

•   Reuters: BHP Spence copper mine workers in Chile to extend talks for two days - union

•   Reuters: China's Sinopec targets 500,000 T of 'green' hydrogen capacity by 2025

•   Reuters: Vale's decomissioned Brazil dam at risk of collapse, labor body says

•   Reuters: Japan policy blueprint focuses on green, digital, sticks to fiscal target for now

•   Reuters: Pandemic seen driving southeastern Europe warehouse boom

•   Reuters: Smart devices get pandemic boost in U.S. households -Deloitte survey

•   Reuters: Analysis: Biden ambitions on infrastructure, voting, guns hit Washington buzz saw

•   Reuters: Analysis: Big countries' tax deal to reveal rift in Europe

•   AP: EXPLAINER: The US investigation into COVID-19 origins

•   CNN: With doses at risk of expiration in some states, J&J says it's working to extend the shelf-life of its Covid-19 vaccine

•   CNBC: Hot inflation may have become scorching in May and is expected to hit a 28-year high

•   CNBC: Ferrari appoints STMicroelectronics exec Benedetto Vigna as new CEO

•   CNBC: This new community will have 21,000 homes – and net zero carbon emissions, developer says

•   MarketWatch: Inflation is still surging, CPI will likely show. Any relief for consumers in sight?

•   SCMP: China hurried work on anti-sanctions law ‘after Joe Biden disappointed Beijing by continuing to take a tough stance’

•   SCMP: China weighs price caps on coal as supply shortage sends energy prices soaring

•   SCMP: European businesses express alarm over China’s anti-sanctions law that could turn companies into ‘sacrificial pawns’

•   SCMP: US-China relations: Biden’s trade strike force sees US turn to aggressive ‘industrial policy’ to counter Beijing

•   SCMP: China-US tension: state media reports amphibious landing drill after US senators land on Taiwan

•   Nikkei Asia: Japan faces likely fall vote as Suga waits for COVID recovery

•   Nikkei Asia: Taiwan features in Japan-Australia 2+2 statement

•   Nikkei Asia: Analysis: Xi's 'lovable' China is wolf in sheep's clothing

•   Power Engineering: Europe on track for 2.7GW of hydrogen electrolyzer capacity by 2025

•   reNews: Offshore wind 'could deliver 12% of Vietnamese power'

•   reNews: Siemens Gamesa outlines green hydrogen plan

•   MINING.com: All the copper from giant new Congo mine destined for China

•   Construction Equipment: Komatsu Releases Smart Const. Dashboard

•   Industrial Vehicle Technology: Hyster announces lithium-ion solutions for 10-18 tonne loads

•   DIGITIMES: Surging COVID-19 infections in Taiwan and Malaysia could further constraint notebook component supply

•   DIGITIMES: DRAM contract prices to rise at slower rate in 3Q21

•   DIGITIMES: Taiwan IC vendors upbeat about PC, handset chip demand in 2H21

•   MIT News: Training robots to manipulate soft and deformable objects

•   Robot Report: Similarity of legs, wheels, tracks suggests target for energy-efficient robots

•   Dronelife: The World’s Smallest microLiDAR Could Give Drones the Eyes They Need to See Obstacles

•   매경(P1): 동학개미가 서학개미 앞섰다…6개월 수익률 13% vs 7%

•   매경(P1): 서울 재건축 아파트 안전진단 후엔 못 산다…9월 시행

•   매경(P1): [단독] 대기업 초봉 5000만원 시대…SK하이닉스, 임금 8% 인상

•   매경: "녹색채권, 평판쌓기 수단아냐…가짜 ESG는 되레 毒"

•   매경: 당정, 우주산업TF 꾸린다…국가우주委는 총리가 진두지휘

•   매경: [단독] "국가 기간산업 가동 중단 막자" 의료시설 갖춘 기업 백신 공급

•   매경: 12주 간격 두고 맞는 AZ, 이달 중순부터 8주로 단축 가능

•   매경: 美선 '은퇴 부자'…넉넉한 연금으로 여행·쇼핑

•   매경: 30년 시행착오 일본…한국엔 고령화 반면교사

•   매경: 한국 연금수준이 이정도라니…말레이시아 콜롬비아보다 못해

•   매경: "반려견 치료 집청소, 회사가 해줄게"…이직하려던 김대리 흔들렸다

•   매경: 직장인 78% "우리회사 복지 불만" 가장 필요한 건 대출·휴가·학자금…

•   매경: 中 진출 韓 기업 특허 주의보…최대 5배 징벌적 배상제 도입

•   매경: [단독] 동학개미 눈치에 국내주식 늘리려다 국민연금 민간전문가 사퇴로 '내홍'

•   매경: SK에코플랜트, 연료전지 발전 수주

•   매경: SK이노 '그린론' 5억달러 실탄 확보

•   매경: [Science in Biz] 유독성 물질은 옛말…수소경제시대, 암모니아가 뜬다

•   매경: 경제행보 발동 건 김동연…사회가치 측정 지표낸다

•   한경(P1): "수소 산유국 경쟁, 한국이 주도한다"

•   한경: 포스코 "수소로 철 만드는 시대 앞당기겠다"

•   한경: 씨에스윈드 "유럽 기업 M&A 해상 풍력타워 시장도 잡겠다"

•   한경: 조용성 에너지경제연구원장 "탄소중립 못하면 국내 기업 수출 어려워질 것"

•   한경: "韓 대기업 ESG 성적, 유럽·日보다 우수"

•   한경: "부동산·골프 플랫폼 기업도 메타버스서 금맥 캔다"

•   한경(P1): 한정애 환경부 장관 "10년간 50조 녹색금융 지원"

•   한경: 한정애 "탄소 감축, 산업계와 적극 협의…친환경 전환 전폭 지원하겠다"

•   한경: 한정애 "脫원전 변함없지만 원전 수출 경쟁력은 계속 키워야"

•   한경(P1): 삼성SDI도 美 배터리시장 진출…진격의 '아메리칸 드림'

•   한경: 전기차 배터리 3사, 진격의 '아메리칸 드림'

•   한경: "배터리 음극재·양극재 모두 생산…포스코케미칼, 2차전지 소재 선도"

•   한경(P1): 3호 인터넷은행 토스뱅크 9월 출격

•   한경: 온라인으로 안경 팔고, 드론배송 가능해진다

•   한경: 처음으로 포드 제쳤다…현대차·기아, '역전극' 쓴 비결은

•   한경: 빌 게이츠가 꽂힌 차세대 원자로…원자력硏·삼성重 개발 나서

•   한경: 중부발전의 도전…美 태양광 사업 확대

•   한경: 내 주식, 하반기에는 오를까…전문가가 꼽은 유망 종목

•   서경(P1): “글로벌 수소전쟁만 228개···삼성·애플 같은 기술강자 돼야 승리“ [서울포럼 2021]

•   서경: 문승욱 산업부 장관 "수소경제 골든타임 앞으로 4년, 정부·기업 뭉쳐 승부걸어야"[서울포럼 2021]

•   서경: 박병석 "수소경제 생태계 구축 골든타임...국회가 힘 될 것"

•   서경: "수소트럭 유지비, 7년 뒤 경유보다 저렴···가격 골든크로스 현실로"[서울포럼2021]

•   서경: 제프리 로스웰 "원전기반 수소생산까진 갈 길 멀어···한국형 원자로가 가장 현실적 대안"[서울포럼 2021]

•   서경: 생동감 넘치는 '수소도시' 구현 영상에 곳곳서 탄성[서울포럼 2021]

•   서경: 정부, 유턴기업 법인세 감면요건 완화···철근 구매 경영안정자금 지원

※   기재부: 제37차 비상경제 중앙대책본부 회의 겸 2021년 제3차 혁신성장전략회의 개최

•   서경: 양도세 '부자감세' 비판에 6개월만에 또 손질...조세 원칙 무너진다

•   서경: 한달간 상승 코인 1개뿐 ...'비트코인 시즌2' 종료?

•   조선(P1): 여보 우리 여권 어딨지?... 백신 2차접종 땐 7월부터 해외여행

※   국토부: 철저한 방역 관리 속에 안전한 국제관광 재개한다

•   조선(P1): 美, 반도체동맹 강화... 한국 74차례, 삼성 35차례 거론

•   조선(P1): 3년간 4% 오른 서울 전셋값, 작년에만 16% 폭등

•   조선: 전세난민의 울분 “대출 막아 집도 살 수 없어”

•   조선: 재건축 2년 실거주 의무에… 세입자 내쫓기고, 집주인은 빈집 방치

•   조선: 美상무장관, 최태원 회장과 화상회의로 투자 협의

•   조선: 갤폴드3가 100만원대? 中 공세에 가격 확 낮추는 삼성

•   조선비즈: 삼성전자, 올 1Q에도 여지없는 낸드 1위…5분기 연속 시장 3분의 1 장악

※   Counterpoint: NAND Flash Recovery Begins on Rising Demand and Supply

•   조선비즈: 이재명·윤희숙, 기본소득 놓고 또 설전…尹 “경제학 개론과 싸우나”

•   조선비즈: 한은 “원자재 가격 급등이 인플레 유발…물가 0.2% 상승 효과”

※   한국은행: 국제원자재가격 상승배경 및 국내경제에 대한 파급영향 점검

•   조선비즈: 선박 운항 지연으로 손실된 적재능력, 전체의 8.6%… 평소의 최대 8배

•   조선비즈: 미분양 관리가 올린 집값?… “위험관리 하다가 주택 수급 조절 실패”

•   조선비즈: [진단, 물가 불안]② 국민 호주머니 꽂힌 나랏돈, ‘70년대식 인플레' 일으킬까

•   중앙: 한 번으로 끝나는 얀센, 오늘부터 접종…열 있으면 미뤄야

•   중앙: "남는 백신 저희 좀 주세요" AZ 부족에 이젠 병원끼리 읍소

•   동아(P1): 文대통령-스가, 11~13일 G7회의중 약식회담 할듯

•   동아: 러 2호 백신도 한국서 생산 임박… “세계 백신 허브 발돋움 기대”

•   문화: 너도나도 ‘폐기물 처리’ 뛰어드는 건설사들… 왜?

•   문화: 폐기물 시설은 ‘찬밥’ 곳곳 주민반발… 사업추진 변수

•   경향(P1): 경기지표 웃지만 민생경제는 울상

•   머니투데이: 시대를 앞선 17년 전 '원조 ESG'...성과공유제를 아시나요

•   머니투데이: 한전, LNG 발전소 미세먼지 없애는 기술 개발한다

•   헤럴드경제(P1): 손 떨리는 투자자들 “잡코인으로 한방”

•   헤럴드경제(P1): 삼성, 8나노 무선통신공정 개발…‘5G 반도체 시장’ 공략 승부수

•   헤럴드경제: 반기문·산토스...거물급 연사들 총출동 ‘생존 나침반’ 역설 [H.eco forum 2021-기후위기시계를 마주하다⑥]

•   헤럴드경제: “세계 10대 전기사용국 한국 행보 주목...재생에너지 전환 수용땐 가장 큰 이익 거둘 것” [H.eco forum 2021-기후위기시계를 마주하다⑥]

•   파이낸셜뉴스: 보복소비 폭발… LG, 美·유럽서 날았다

•   파이낸셜뉴스: 갖다 쓸 철근도 없는데… 타워크레인 파업까지

•   아시아경제: [단독]카카오모빌리티 '테슬라 모델X' 택시 선보인다

•   이데일리(P1): [소득논쟁]①‘기본·안심·공정소득’ 차기 대선 앞두고 불붙는 소득논쟁

•   이데일리: [소득논쟁]②강남훈 교수 "기본소득, 조세저항 낮고 재원마련 용이"

•   이데일리: [소득논쟁]③박기성 교수 “안심소득, 기존 복지혜택 아우루는 범(汎)복지제도”

•   이데일리: [소득논쟁]④민세진 교수 “공정소득, 재원 부담 상대적으로 적고 지원대상 명확”

•   이데일리: "개미 코스피 회전율 446%…보유기간 더 짧아진 2.7개월"

•   연합: 오늘도 600명 안팎…내주 적용할 '거리두기 조정안' 내일 발표

•   연합: 창원시, 수소경제 전환 가속도…한국수력원자력과 협약

•   연합: 신안 해상풍력단지 개발, 정부 지원 사업에 선정

•   뉴시스: 中 정조준한 백악관 공급망 강화전략…韓 산업계 영향은? :: 공감언론 뉴시스통신사 ::

•   뉴스핌: '원전'에 휘청거린 두산, 결국 원전이 '살 길'…박정원 뚝심 통했다

•   뉴스1: [단독] 전셋값 폭등했는데 더 오를 거 대비하는 금융위

•   뉴스1: [단독]韓日 '올레드' 특허분쟁 종결…삼성·JOLED '합의'

•   뉴스토마토: 해외건설 수주 살아났다…유가 상승에 하반기도 기대

•   SBS: [단독] "AZ 모자라니 얀센 잔여량이라도 접종"

•   더구루: [단독] 최태원 SK 회장, 美상원대표단 방한기간 극비 회동…삼성 고위급 인사도 접촉

•   더구루: [단독] 현대차, 美 디지털 플랫폼 강화…AI기반 '워크어라운드' 론칭

•   에너지경제: 상반기 RPS 입찰 평균 경쟁률 2.49대 1로 작년 절반 수준

•   전자신문(P1): 5G 스마트폰 '대세'로 ... 하반기 LTE 신제품 없다

•   전자신문: "산업용 먼저"...자율주행 성장 '지름길' 찾았다

•   디지털데일리: SK하이닉스, D램 이어 낸드 선두권 도약 ‘초읽기’…다음은?

•   로봇신문: 중국 이항 '드론택시' 사업 재비상하나?

[Opinions]

•   Project Syndicate(Nicholas Stern): The Investment Imperative for the G7

•   Project Syndicate(Mohamed A. El-Erian): The Return of the Finance Threat?

•   Project Syndicate(Shlomo Ben-Ami): Bibi’s Poisoned Legacy

•   FT(Editorial Board): Chip shortage shows the pitfalls of ‘just in time’

•   FT(Gillian Tett): The US needs a little nudge theory to boost its jab campaign

•   FT(Tony Barber): EU policy towards Russia is in disrepair

•   FT(Robert Armstrong): Unhedged: we are Japan, circa 1987

•   FT(Glenn Hubbard): Governments should tax cash flow, not global corporate income

•   FT(James Max): Yes, there’s a housing market frenzy — but don’t overlook the hidden details

•   FT(Jemima Kelly): Covid lab-leak theory shows the ‘fact wars’ are still raging

•   FT(Lex): Electric vehicle Spacs: Lordstown hits its city limits

•   WSJ(Editorial Board): The Great American Labor Shortage

•   WSJ(Daniel Henninger): Biden Bungles His Crisis

•   WSJ(Rob Portman): How Biden Can Stand Up to Putin in Geneva

•   WSJ(Michael T. Belongia, Peter N. Ireland): The Fed’s Duty Is to the Economy, Not ‘Equity’

•   WP(Editorial Board): The 15 percent global minimum tax is a welcome development, but there’s more work to do

•   WP(Janet L. Yellen, et al.): Why we’re joining together on a global corporate minimum tax

•   WP(Henry Olsen): Why Donald Trump may lose influence in the Republican Party

•   WP(Jennifer Rubin): Joe Biden has many roads to an infrastructure deal

•   WP(Greg Sargent): As Biden heads for Europe, he confronts a dark truth he cannot avoid

•   WP(Perry Bacon Jr.): Were Biden’s bold first 100 days a mirage?

•   Bloomberg(Editorial Board): Congress Should Give Hyperloops a Chance

•   Bloomberg(Gordon J Brown): Joe Biden, Boris Johnson and the G-7 Can End the Global Pandemic

•   Bloomberg(Tyler Cowen): Crypto Finally Has a Reason to Exist

•   Bloomberg(Noah Smith): U.S. Stimulus Checks and Cash Benefits May Be Biden's Economic Legacy

•   Bloomberg(Brian Chappatta): Do Bond Traders Know Something About Inflation We Don't?

•   Bloomberg(John Authers): Don't Call Bitcoin a Bubble. It's an Epidemic

•   Bloomberg(Karl W. Smith): Rising Inflation Expectations Are Not Clear and Present Danger

•   Bloomberg(Michael R. Strain): Covid's What-Ifs: Variants, Winter and Vaccination Rates

•   Bloomberg(Jonathan Bernstein): What's the Real Goal of Infrastructure Talks?

•   Bloomberg(Andreas Kluth): The Post-Heroic Legacy of Angela Merkel

•   Bloomberg(Adam Minter): China May Not Know How the Pandemic Started

•   Bloomberg(Sam Fazeli): What Makes the Delta Virus Variant So Worrisome?

•   Bloomberg(Allison Schrager): Biden's Trickle-Up Economics Is Bound to Fail

•   Bloomberg(Lena Komileva): Covid Inflation: Markets Are Ignoring the Main Driver of Today's Price Gains

•   Bloomberg(Sinan Ulgen): How Biden and Erdogan Can End the Turkish-American Standoff

•   CNN(Jim Parrott, Mark Zandi): The only way to resolve the nation's affordable housing crisis

•   MarketWatch(Rex Nutting): Here’s why higher prices for car rentals, airfares and computers won’t lead to higher inflation

•   MarketWatch(Paul Brandus): Americans increasingly want electric cars — and Biden really wants you to buy one

•   Reuters(Andy Home): London Metal Exchange ring will return, but for how long?

•   매경(사설): 국내 원전 생태계 허물고 '차세대 원전' 부르짖는 모순

•   한경(문재도): 수소를 에너지로 사용할 수 있으려면

•   중앙(이철호): 사실상 손 놓은 부동산과 탈원전

•   동아(박중현): 대통령의 ‘탈원전 오스트리치즘’

•   헤럴드경제(이상현): 유엔과 원자력의 평화적 이용

•   아시아경제(신지윤): ESG와 한국형 그린뉴딜의 성공 조건