Business Intelligence Monitor 210617

(Introduction)

[Markets]

•   Global: Stocks slide, yields jump as Fed projects earlier rate hikes

※   Fed officials now see rate hikes in 2023

※   U.S. stocks dip on Fed statement but recover from session lows

※   Treasury yields, dollar tick up

•   Metals: Copper rebounds as market shrugs off China stockpile plans

•   Iron ore: Iron ore prices fall on increasing supply from miners

•   Grains: Corn steadies, soybeans slip again as Midwest weather watched

•   한국: 코스피 사흘째 최고가 랠리…장중 최고치도 5개월만에 경신

•   한국: 두산그룹주 등락 갈려, 두산 4%대 두산중공업 3%대 상승

[Indicators]

•   US Benchmark rate: Fed Pencils In Earlier Interest-Rate Increase

※   Fed: Federal Reserve issues FOMC statement

※   Fed: Federal Reserve Board and Federal Open Market Committee release economic projections from the June 15-16 FOMC meeting

※   WSJ: Transcript: Fed Chief Powell’s Postmeeting Press Conference

※   WSJ: Fed’s Shift More About Covid-19 Than Inflation

※   WSJ: Federal Reserve Adjusts Settings on Rate-Control Tool Kit

※   WSJ: Derby’s Take: Rules-Based Redux Unlikely for Fed Communicating Bond Buying Taper

•   US May Housing starts: Starts of U.S. Homes Increased Slightly in May, Permits Eased

•   US May Export·Import prices: Import prices soar to fastest annual pace since 2011 and add to mounting U.S. inflation

•   US May Construction cost: Const. Materials, Services Jump 24%

•   US Weekly Mortgage applications: Mortgage refinances rebound as rates drop temporarily to lowest level in a month

•   UK May CPI·PPI: UK inflation jumps to 2.1% and tops BoE target

•   China May Industrial production, etc.: China’s Economic Growth Moderates as Consumers Stay Cautious

※   WSJ: Meet the New Chinese Economy, Same as the Old Chinese Economy

•   Japan May Balance of trade: Japan May exports log sharpest rise in 41 yrs on pandemic recovery

•   Brazil Benchmark rate: Brazil moves to tame inflation with third 2021 rate increase

•   Argentina May CPI: Argentine Prices Cool More Than Expected as Food Costs Slow

•   한국 5월 거주자 외화예금: 달러 쌓아두기 주춤···5월 외화예금 947.3억弗

[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 Policies Would Help Unwind Destructive Forces of Inequality, Climate Change, Yellen Says

•   WSJ: Global Tax Deal Holdouts Face Squeeze Under Biden Administration Plan

•   WSJ: Covid Fades but Is Unlikely to Vanish

•   WSJ: Regeneron’s Antibody Drug Cuts Risk of Death in Some Covid-19 Patients

•   WSJ: China Steps Into Covid-19 Vaccine Void in Asia’s Developing Nations

•   WSJ: U.S. Housing Market Needs 5.5 Million More Units, Says New Report

•   WSJ: Mortgage Companies Are Making Money Off Your Forbearance Plan

•   WSJ: China to Release Metal Reserves in Effort to Tame Commodities Rally

•   WSJ: Wall Street Banks Warn Their Trading Boom Is Over

•   WSJ: UK in talks with six companies over battery ‘gigafactories’ for electric cars

•   WSJ: GM Raises Electric-Car Bet, Will Add More Battery Factories

•   WSJ: Toshiba Chairman, Under Fire, Says He May Leave Once He Has Fixed Issues

•   WSJ: Apple Struggles in Push to Make Healthcare Its Greatest Legacy

•   WSJ: Waymo Raises $2.5 Billion in Funding Round

•   WSJ: Federal Judge Stops Biden Administration From Blocking New Oil and Gas Leases

•   NYT: The U.S. agrees to buy 200 million more doses of Moderna’s vaccine, in case boosters are needed.

•   NYT: CureVac’s Covid-19 Vaccine Disappoints in Clinical Trial

•   NYT: The W.H.O. urges wealthy nations to give Latin America priority for vaccine donations.

•   NYT: As Pandemic Recedes in U.S., Calls Are Growing for an Investigative Commission

•   NYT: The U.S. Averted One Housing Crisis, but Another Is in the Wings

•   NYT: Biden’s Approval Takes a Hit, Driven by Sagging Hopes Among Democrats

•   NYT: Mediators Push to Restore Cease-Fire in Gaza After Overnight Strikes

•   NYT: Construction Flaws Led to Mexico City Metro Collapse, Independent Inquiry Shows

•   NYT: Vaccine Maker Earned Record Profits but Delivered Disappointment

•   NYT: Buyers of Amazon Devices Are Guinea Pigs. That’s a Problem.

•   WP: Biden, Putin air differences at high-stakes meeting

※   White House: U.S.-Russia Presidential Joint Statement on Strategic Stability

•   WP: 4 takeaways from the Biden-Putin summit

•   WP: Bipartisan infrastructure pitch gains steam on Capitol Hill as Biden weighs in

•   WP: Senate committee approves bipartisan $78 billion rail, transportation safety bill

•   WP: The One Big Thing missing from Biden’s strategy on domestic extremism

•   WP: Homeowners are doing great. Shareholders are doing even better.

•   WP: With election fraud claims, Peru’s Keiko Fujimori takes a page from Trump’s playbook

•   WP: Inside Pfizer’s race to produce the world’s biggest supply of covid vaccine

•   FT: Brussels backs first wave of €800bn EU pandemic recovery fund

•   FT: EU warns of ‘negative spiral’ in relations with Russia

•   FT: Europe prepares for start of bond-backed spending spree

•   FT: Marine Le Pen looks for an electoral boost on the French Riviera

•   FT: UK Treasury to extend ban on commercial evictions until March 2022

•   FT: Pandemic prompts UK first-time buyers to put purchases on hold

•   FT: UK failing to plan for impact of climate change despite warnings

•   FT: From celebrations to soaring prices: how Iranians fared under Rouhani

•   FT: Mexico enjoys break from economic gloom with the help of Biden

•   FT: Tokyo Olympics will need bailout if games go ahead without spectators

•   FT: Shares in China’s Suning frozen as fears grow about debt pile

•   FT: Global banks adopt different back-to-work policies

•   FT: Brussels aims to tighten rules on burning wood pellets as green fuel

•   FT: Polestar explores listing as it pushes for global expansion

•   FT: Global shipping summit all at sea over carbon emissions

•   Bloomberg: U.S.-EU Deal Leaves Doubts Aircraft Case Will Be Resolved

•   Bloomberg: Global Trade Needs Better Rules to Ensure Gender Fairness

•   Bloomberg: U.S. Housing Gaps Widen as New Construction Booms

•   Bloomberg: Lagarde Takes Bolder Tone in Setting Agenda for ECB Stimulus

•   Bloomberg: ECB Poised to Extend Bank Capital Relief by Nine Months

•   Bloomberg: France Says EU Is Ready to Escalate Fight Over Northern Ireland

•   Bloomberg: In Top Copper Nation, Senators Pause to Ponder Tax Impacts

•   Bloomberg: Iran Election Hopefuls Quit in Boost to Leading Candidates

•   Bloomberg: Iran May Renew Monitoring Pact If Nuclear Talks Progress

•   Bloomberg: IMF Chief Wants Trust for Middle-Income Nations Set by Year-End

•   Bloomberg: Japan to Narrowly Avoid Double-Dip Recession, Survey Shows

•   Bloomberg: Saudis Say Cautious Approach to Restoring OPEC+ Output Paid Off

•   Bloomberg: China Is Quietly Stepping Up Its Interventions in Markets

•   Bloomberg: India’s Fuel Sales Rebound From Virus Hit in Boost for Oil Bulls

•   Bloomberg: Fed's Hawkish News Positive for Bond Market, Minerd Says

•   Bloomberg: Central Bankers Talk Down Concerns Over Digital Currency Risks

•   Bloomberg: Top Crop Traders See ‘Mini-Supercycle’ on China and Biofuels

•   Bloomberg: Top Oil Traders Say Emissions Market Could Challenge Crude

•   Bloomberg: Pay for the Infrastructure Bill With a Carbon Tax

•   Bloomberg: Biden Pressed to Keep Climate Measures in Infrastructure Plan

•   Bloomberg: A $213 Billion Investor Targets Whole Nation Over Climate Change

•   Bloomberg: Wind Industry Calls for Ban on Old Turbine Blades in Landfills

•   Bloomberg: Power Prices: Rising Temperatures Risk Blackouts

•   Reuters: EU says J&J to miss vaccine supply target in second quarter

•   Reuters: Exorbitant lumber, scarce materials hampering U.S. homebuilding

•   Reuters: Biden queries China's desire to find origin of coronavirus

•   Reuters: German industry group criticises China over new sanctions law

•   Reuters: Germany's Ifo institute cuts 2021 GDP growth forecast to 3.3%

•   Reuters: Explainer: Iran hardliners set to retain hold on economy, foreign policy after vote

•   Reuters: Analysis: Investors ask U.S. SEC for more ESG disclosures as companies resist

•   AP: Vaccine effort turns into slog as infectious variant spreads

•   CNBC: WHO says delta Covid variant has now spread to 80 countries and it keeps mutating

•   CNBC: More infectious delta strain now ‘variant of concern’ in US—what that means

•   CNBC: Democrats and Republicans show rare unity in desire to crack down on Big Tech

•   CNBC: Africa sees 44% spike in new Covid infections, 20% increase in deaths

•   CNBC: Here are some money moves to make while the Fed keeps rates near zero

•   CNBC: Jim Cramer says investors should ‘stay the course’ after Fed Chair Powell’s policy outlook

•   SCMP: US optimism to reshore supply chains from Asia ‘overblown’, with region’s share of global exports set to rise

•   Caixin: China-Backed Overseas Coal Projects Scuttled at Growing Rate

•   Caixin: Huawei Quietly Powers Up Chipmaking Investments - Caixin Global

•   Nikkei Asia: Japan set for post-Olympics election after failed no-confidence vote

•   Nikkei Asia: TSMC tie-up puts spotlight on Japan's hidden chip champions

•   Nikkei Asia: Japan set to lift some COVID curbs ahead of Tokyo Olympics

•   Nikkei Asia: China fends off pressure over Taiwan in ASEAN-led defense talks

•   Nikkei Asia: Laos to sell Vietnam its wind power with Mitsubishi's help

•   Nikkei Asia: Analysis: G-7 and the Chinese Communist Party have no chemistry

•   Economic Times: RBI economists call rising inflation transitory, owing to pent-up demand

•   reNews: 'Record' 97GW of wind energy added in 2020

•   For Construction Pros: Where Does Biden's Infrastructure Bill Stand?

•   DIGITIMES: CCL prices set to stop rising as material cost gains slow down

•   DIGITIMES: IC Insights raises 2021 IC market forecast to 24% growth

•   DIGITIMES: Notebook compartment part suppliers see deceleration in shipments in 2Q21

•   MIT News: The new wave of robotic automation

•   Robot Report: 2021 RBR50 Robotics Innovation Award Winners

•   매경(P1): 경제단체 유예요구 외면한 정부…50인 미만도 주 52시간 강행

•   매경(P1): "이게 다 세금"…올해 공무원 인건비 110조 넘었다

•   매경: "열심히 일할 필요 있나"…6급으로 입사해 25년간 승진 못해

•   매경: 공기업, 무리한 정규직化에 文정부 들어 빚 44조 급증

•   매경(P1): 이베이 품는 이마트, 이커머스 판흔든다

•   매경(P1): 투자자보호 안하는 코인, 법원 '상폐 정당' 첫 판단

•   매경: "가상화폐 갈수록 심각…다음 정권때 뜨거운 감자될 것"

•   매경: 현대重, 국내 최초로 '바다 위 테슬라' 띄웠다…포항운하 10km 완주

•   매경: 자영업자 특고 백신 접종 쉬워질까…유급휴가비 정부가 지원한다

•   매경: "1차접종 뒤 항체 생겼으면 자가격리 완화를" 목소리 확산

•   매경: 정부 "영업제한 보상 기준 확대"…비용 확 뛸듯

•   매경: '따상'은커녕…올 상장 48개중 6곳은 공모가 밑돌아

•   매경: 택배노조 파업 철회…과로사 방지 잠정합의

•   매경: "탄소제로 선박 꿈 향해" 갈길 바쁜 조선 3사

•   매경: 국회·경제단체 뭉쳐 '포용국가ESG포럼' 발족

•   매경: 정의선, 美서 자율주행 로봇 '가속페달'…아이오닉 테스트도

•   매경: GS, 재생에너지 '승부수'…세계 2위 기업과 합작사

•   매경: 탄소 꼼짝 마…SK E&S, 포집기술 개발한다

•   매경: 삼성, 6G통신 전송 성공…상용화 한발 더

•   매경: "내년 최저임금 동결해달라" 채용감소 걱정하는 구직자

•   한경(P1): 미래에셋, 계열사 펀드 밀어주기 안한다

•   한경: "연봉 11년 모으면 도쿄 집 사는데…" 日도 놀란 서울 집값

•   한경: 부동산업무 공직자 전원 재산등록…취득도 제한

•   한경: "ESG는 단체전"…협력사 챙기는 삼성·LG

•   한경: 산업硏 "하반기 수출 증가 둔화될 것"

※   산업연구원: 최근 우리나라 수출 호조의 배경과 시사점

•   한경: "2030년 '신재생에너지 20% 달성'은 불가능"

•   한경: "신재생에너지와 원전 상생 필요"

•   한경: EU, 철강제품 세이프가드 3년 연장…국내 철강업계 수출 타격 불가피

•   한경: "조윤제·임지원 위원은 '강성 매파'…7월 금통위 때 금리인상 의견 낼 수도"

•   한경: '스마트폰 철수' LG, 아이폰 판다

•   한경: "코스피는 최고치인데…내 수익률은 왜?" 울상

•   한경: "가장 안전한 투자 전략"…상반기 수익률 벌써 28% 찍었다

•   한경: 경북, SMR 활용 그린수소 생산 '속도'

•   서경(P1): [단독] 정유경의 신세계百, 2조원에 '휴젤' 품는다

•   서경(P1): 송영길 "온실가스 8년내 40% 감축해야"

•   서경: 온실가스 감축목표 40% 상향 땐 석탄발전 10기 폐쇄...전력공백 우려 커진다

•   서경(P1): [단독] 文정부 4년 6억이하 아파트···서울만 60만가구 사라졌다

•   서경: 강남 잡으려던 재건축 양도제한···노원·도봉 서민단지만 들쑤셔

•   서경: 7월 대출 신청부터 LTV 완화 적용···6억~7억 아파트 다시 가격 뛸 수도

•   서경: [단독]삼성, 팹리스와 디자인·패키징까지 협력...'버추얼 R&D' 모델 제시

•   서경: [단독] SK, 22일 확대 경영회의 연다...파이낸셜 스토리·ESG 공유

•   서경: 우태희 대한상의 부회장 "국민 공감할 경제 '부스터샷' 찾아내겠다"

•   서경: "7월의 보너스 두둑"···중간배당 공시 '역대 최다'

•   조선(P1): 7월 50대 우선 백신접종... 49세 이하는 8월부터

•   조선(P1): 노조가 띄운 정년연장, 청년들이 막아섰다

•   조선: 생산직 많은 조선·철강·油化 대기업도 ‘정년연장 회오리’

•   조선: 文대통령 “정년연장 논의 필요하다”면서 구체 액션은 없어

•   조선: 日은 생산인구 감소, 유럽은 재정부담 줄이려 정년연장 추세

•   조선: 與 싱크탱크마저 文정부 일자리정책 비판

•   조선: [단독] “복지시스템 잘 갖춰진 국가라면 보편 기본소득이 우선순위 될순없어”

•   조선비즈: [단독] 배터리도 ‘최대 16% 세액공제', 핵심전략기술 지정 검토...’BIG3 산업' 지원 패키지 완성

•   조선비즈: 전자업계 덮친 노조 리스크…파업 줄다리기 연례행사 되나

•   조선비즈: 한경연 “美, 동맹국과 경제블럭 형성해 공급망 강화… 韓 적극 참여해야”

•   중앙(P1): 32세 취준생 "은퇴자들이 딴다는 손해평가사 자격증 공부"

•   중앙: 중국 “한국, 시노팜 접종자 첫 격리면제국…우리 백신 신뢰”

•   중앙: ‘8명 모임’ 새 거리두기 해보니, 소비 늘고 환자 수는 소폭 증가

•   중앙: [View & Review] 삼성전자가 위기? 메모리는 선두, 파운드리는 역전 기회

•   동아(P1): 헛스윙 늘어난 공정위… 4년간 조사중 ‘무혐의’ 절반육박

•   동아: 대체공휴일 확대법에 정부 난색 “더 논의 필요”

•   동아: 與대표 “누구나집, 집값 상승분 50% 임차인에”… 시장선 “불가능”

•   문화(P1): 김정은, 당 전원회의서 “인민 식량형편 긴장”

•   문화: 종부세 ‘오리무중’… 재건축 ‘우왕좌왕’… 입법도 ‘지지부진’

•   문화: 공급 늘어도 모자랄 판에… 올 서울 분양 41.1% 급감

•   문화: 백신의 힘… 코로나 치명률 1.78% → 0.68%

•   문화: <파워인터뷰>정진욱 “소주성·최저임금·종부세…文정부 경제정책은 이념의 노예”

•   문화: “原電, 탄소중립에 크게 기여할 것”

•   한국(P1): AZ 백신 30대男 '혈소판 감소 혈전증'으로 사망... 국내 첫 사례

•   세계: 당정 ‘추경 20조·보편적 지급’ 막판 협상

•   머니투데이(P1): 두산퓨얼셀, 선박용 연료전지 선점 속도…글로벌 JV 추진

•   머니투데이: 文 "스페인과 전기·수소차 협력…전략적 동반자로 격상"

•   머니투데이: 문승욱 산업부 장관, 체코서 K원전 세일즈...'팀코리아' 출격 준비

•   머니투데이: 미국이 끌고, 중국이 밀고...한은 "수출호황 하반기에도 이어진다"

※   한국은행: 최근 우리 수출의 회복 요인 평가 및 향후 전망

•   머니투데이: "석유 대신 수소"…미래차 대전환, 민관협력 플랫폼 뜬다

•   머니투데이: "무엇이든 대응할 준비됐다" 삼성, 최고 권위 반도체학회서 자신감

•   머니투데이: 삼성 '증설속도' SK '공격적M&A'…韓백신허브 듀오의 CMO 전략

•   머니투데이: 모더나 접종의 시간…삼성바이오도 "생산 최대한 당긴다"

•   헤럴드경제(P1): 수도권 아파트 실거래가 급등…올해만 12% ↑...역대 최대치

•   헤럴드경제(P1): 與 ‘非아파트 임대사업자’ 신규등록 허용 검토

•   헤럴드경제: 2030년 탄소국경세 부담 2조 육박...철강·석화 타격 집중 [한국 기업 거세지는 CO₂ 과세압박]

•   헤럴드경제: 머스크 해운 “선박연료에 탄소세”…‘스크러버’ 선박 입항 금지도 증가 [한국 기업 거세지는 CO₂ 과세압박]

•   헤럴드경제: “착한 배터리만 통과”...녹색 보호장벽 넘어야 [한국 기업 거세지는 CO₂ 과세압박]

•   헤럴드경제: 폭염에 산업생산 증가...올여름 전력대란 ‘빨간불’

•   파이낸셜뉴스(P1): [단독] 6년간 막혔던 도시재생구역 재개발 풀린다

•   파이낸셜뉴스(P1): "소비 늘리면 현금 환급" 與, 카드 캐시백 추진

•   파이낸셜뉴스: "공채 대신 필요할 때 수시로"

•   파이낸셜뉴스: 차별로 손해 입혔다면 3∼5배 배상?… 재계 "지나친 규제입법 반대"

•   파이낸셜뉴스: 삼성·LG전자, 내년 CES 오프라인 참가한다

•   파이낸셜뉴스: "1억 미만 아파트 삽니다"… 전국이 갭투자 열풍

•   파이낸셜뉴스: 서울 빌라 거래량, 5개월째 아파트 앞질러

•   아시아경제(P1): 깨고 깨고 깨고…서민들의 삶이 무너진다

•   아시아경제: 간호사 뽑고…코로나 백신 '자체접종' 준비하는 기업들

•   디지털타임스(P1): `상위 2%` 1주택자 종부세 65% 폭증

•   이데일리(P1): ①배송비도, 밥상물가도 高高… 소비자도, 유통가도 한숨만

•   이데일리: ②원재료·인건비 부담에 줄인상 불가피…물가, 앞으로가 더 걱정

•   이데일리(P1): [6·17대책 1년]수요억제정책 '끝판왕'…집값 20% '점프'

•   이데일리: [6·17대책 1년] 서민 집이 사라졌다

•   이데일리: [6·17대책 1년]전국 절반이 ‘조정지역’…내성만 키웠다

•   이데일리: [6·17대책 1년]"집값 상승, 안 멈춘다"

•   이데일리: [ESF 2021]노벨상 석학 "美·EU, ESG 국제표준 주도해 中동참 압박해야"

•   연합: 오늘도 500명대 중후반…직장·학원 등 '일상 감염' 지속

•   연합: 600억달러 한도 한미 통화스와프 계약 3개월 재연장

•   연합: 박용만 회장 "천연자원 없는 한국, 경제세일즈 전력 당연"

•   뉴시스: 경제 성장했는데 삶의 질은 낮아져…외환위기때와 비슷

•   e대한경제: AIㆍ로봇 등 4차 산업혁명 주도 분야 선점에 사활

•   e대한경제: 건설산업은 범법자 입문 과정?

•   e대한경제: [단독] 7년 만에 시멘트價 인상...7월부터 5.1% ↑

•   노컷뉴스: 조정훈 "닥치고 격차해소! 김동연 등판 밖에는 없다"

•   에너지경제: 한전, 전기요금 인상·할인 축소로 재생E 확대 등 정책사업 강화하나

•   전자신문: [이슈분석] "日보다 먼저 전고체 배터리 상용화"...K-배터리 어디까지 왔나

•   전자신문: [이슈분석]전고체 배터리 소부장 업체도 같이 뛴다

•   전자신문: 포스텍, 수소에너지를 경제적·안정적으로 만드는 금속나노촉매 개발

•   ZDNet Korea: "전 세계 5G 가입자, 연내 5억8천만명 도달"

[Opinions]

•   Project Syndicate(Jeffrey D. Sach): We Don’t Need the G7

•   Project Syndicate(Takatoshi Ito): An Olympic-Size COVID Risk

•   Project Syndicate(Yu Yongding): China Needs Higher Inflation

•   FT(Editorial Board): Airbus and Boeing deal is a welcome EU-US detente on trade

•   FT(Editorial Board): The graveyard of empires calls to China

•   FT(Robert Shrimsley): Why today’s Boris Johnson is the biggest risk to his future self

•   FT(Edward Luce): Biden politely reads riot act to Putin

•   FT(David Gardner): Change unlikely to come to post-Netanyahu Israel

•   FT(Robert Armstrong): Lumber, jacked

•   FT(Stephen Paduano): Stress-testing supply chains is key to a durable global recovery

•   FT(Amy Kazmin): Indians have been left scarred by the Covid tsunami

•   FT(Peggy Hollinger): The Airbus and Boeing subsidy battle is far from over

•   FT(Seth Bernstein): Inflation poses a duration problem for investors

•   FT(Kathrin Hille): Biden’s plan to keep China in check relies on Manila

•   FT(Jeremy Weir): Carbon trading will drive emission cuts in commodity supply chains

•   FT(Kana Inagaki): Japanese companies caught in predicament over Olympics

•   WSJ(Editorial Board): The GOP’s Infrastructure Gamble

•   WSJ(Editorial Board): Threats Rise, U.S. Defense Falls

•   WSJ(Editorial Board): Saying No to Climate Taxes

•   WSJ(Editorial Board): Let Freer Trade Take Flight

•   WSJ(Daniel Henninger): Joe Biden’s European Vacation

•   WSJ(Pinar Cebi Wilber): The High Costs of a Tax Hike on Dividends

•   WSJ(Ezra Galston): Untraceable Bitcoin Is a Myth

•   WSJ(Rayhan Asat): If Uyghur Lives Matter, the Olympics Should Move

•   NYT(Thomas L. Friedman): The Best Anyone Can Hope For With Iran Is Pretty Bad

•   NYT(Thomas B. Edsall): Trumpism Without Borders

•   NYT(Elena Chernenko): Sorry, Biden. Putin Honestly Could Not Care Less.

•   WP(Max Boot): Biden wiped the smirk off Putin’s face

•   WP(Jennifer Rubin): The biggest winner in the Biden-Putin summit: Democracy

•   WP(E.J. Dionne Jr.): Biden to Putin: Stability, sure. But democracy matters.

•   Bloomberg(Noah Smith): Big Government Is the Answer to America's Supply Problems

•   Bloomberg(Brian Chappatta): Fed Decision: Central Bank Satisfies Inflation Hawks Without Lifting a Finger

•   Bloomberg(Liam Denning): Miners Pushing Back on SEC Climate Disclosures Won't Work

•   Bloomberg(Michael R. Strain): Pay for the Infrastructure Bill With a Carbon Tax

•   Bloomberg(Tara Lachapelle): Jerome Powell Doesn’t Tweet Rocket Emojis

•   Bloomberg(Tara Lachapelle): What Is 5G? Your Questions Answered

•   CNN(Hakeem Jeffries, Reverend David K. Brawley): Too many Americans can't afford homes. But there is a solution

•   MarketWatch(Mark Hulbert): What lumber and gold prices tell us about the stock market’s next move

•   MarketWatch(Greg Saunders): Get used to the housing crunch — it will be with us for years — but there will be surprising benefits

•   MarketWatch(Michael E. Mann, Matt Casale): We can’t solve the climate crisis without getting out of our cars and onto buses and trains

•   Reuters(John Kemp): Climbing oil prices signal need for more output

•   매경(사설): 송영길이 예찬한 소형원전, 세계 최초 개발하고도 방치됐다

•   매경(김희삼): 불평등과 불공정

•   한경(사설): 잇단 탈원전 비용청구서…"국민부담 없다" 약속 어디갔나

•   서경(사설): 송영길도 인정한 ‘재생에너지 한계’··· 에너지 믹스 불가피

•   서경(현정택): 빚 폭탄을 넘겨줘선 안 된다

•   조선(손진석): 좌파 대통령이 키운 佛 원전

•   동아(김도연): 탈원전, 국부를 흩뜨리는 일

•   문화(사설): 내달부터 전기료 인상, 뒤에선 原電 의존…탈원전 사기극

•   한겨레(사설): 핵연료 쓰는 SMR, ‘온실가스 감축’ 대안 못 된다

•   경향(사설): 전기료 인상이 탈원전 때문이라는 주장, 혹세무민이다

•   경향(김정인): 탄소 제로 시대와 전력

•   헤럴드경제(박진호): 탄소중립의 시작 ‘연료비 연동제’

•   디지털타임스(사설): 與대표, 소형원전 필요성 또 제기… 탈원전 정책 접어야