Business Intelligence Monitor 210618

(Introduction)

[Markets]

•   Global: Tech shares buck trend as hawkish Fed weighs on global stock markets

•   Metals: Copper sinks to two-month low as dollar strengthens

•   Iron ore: Iron ore price rises on China’s record crude steel monthly output

•   Grains: Corn, soy plunge on U.S. weather, broad commodities sell-off

•   한국: 코스피 신고가 랠리 멈춰…코스닥지수는 2개월만에 1,000선 회복

•   한국: 美 금리 조기인상 가능성…보험株 오르고 증권·건설株 하락

•   한국: 두산그룹주 혼조, 두산 두산밥캣 3%대 내리고 오리콤 9%대 뛰어

•   한국: 원/달러 환율 13.2원 급등…한달 만에 1,130선으로 올라서

[Indicators]

•   US Jun. Philadelphia Fed manufacturing Index: Philly Fed factory activity edges lower in June

•   US Jun. MCI-EFI: Finance Confidence Index Steady: ELFF

•   US Weekly Jobless claims: Jobless Claims Rose Last Week, Pausing Downward Trend

•   Eurozone May CPI: Energy, services boost euro zone inflation in May as expected

•   China May House prices: China's new home price growth stabilises in May amid raft of cooling measures

•   Japan Q2 Reuters Tankan index: Japan manufacturers remain optimistic in June Tankan

•   India May Consumer sentiment : Consumer sentiment improves after steep fall in April-May period: CMIE

•   Indonesia Benchmark rate: Indonesia Takes Taper Talk in Stride, Holds Rates at Record Low

•   Turkey Benchmark rate: Turkey Holds Rates as Weak Lira Clouds Inflation Outlook

•   Taiwan Benchmark rate: Taiwan’s Central Bank Keeps Rate Unchanged for Fifth Quarter

•   Saudi Arabia Apr. Crude exports: Saudi Arabia’s April crude exports slip to 10-month low

•   한국 주간 아파트 가격(부동산원): 서울 아파트값 주간 상승폭78주 만에 최대

[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: U.S., EU Forge Closer Ties on Emerging Technologies to Counter Russia and China

•   WSJ: Biden Wants to Focus on China, but Putin and Russia Crises Remain a Distraction

•   WSJ: Bipartisan $1 Trillion Infrastructure Package Gains Steam

•   WSJ: Red-Hot U.S. Economy Drives Global Inflation, Forcing Foreign Banks to Act

•   WSJ: U.S. to Invest More Than $3 Billion in Covid-19 Antiviral Development

•   WSJ: Yellen Declines to Offer Position on State-Tax Deduction Cap

•   WSJ: Small Business Needed Federal Help. The Agency in Charge Fell Short.

•   WSJ: Fed Reverse Repos Surge to Record of $756 Billion After Rate Tweak

•   WSJ: Behind Fed Confidence on Inflation, Some Anxiety Creeps In

•   WSJ: Path for Olympics Clears After Japan Declares End to State of Emergency

•   WSJ: Israel Strikes Militant Targets in Gaza After More Arson Attacks

•   WSJ: China’s PBOC Braces for Weaker Yuan as Fed Plans Tapering

•   WSJ: Green SPACs Struggle After Years of Success

•   WSJ: Tesla and Other Bubble Stocks Have Deflated Just Like 2000

•   WSJ: TikTok Owner ByteDance’s Annual Revenue Jumps to $34.3 Billion

•   WSJ: China Steps Up Antitrust Pressure on Internet Firms

•   WSJ: Ending the Cycle of Scandal at Toshiba

•   WSJ: Many Companies Want Remote Workers—Except From Colorado

•   NYT: Affordable Care Act Survives Latest Supreme Court Challenge

•   NYT: Could the U.S. Have Saved More Lives? 5 Alternate Scenarios for the Vaccine Rollout

•   NYT: For Biden, Europe Trip Achieved 2 Major Goals. And Then There Is Russia.

•   NYT: Moscow Commentators Celebrate That Biden Sees Russia as a Great Power

•   NYT: After Putin Meeting, a Biden Trait Shows Itself Again: Stubborn Optimism

•   NYT: With Putin, Biden Tries to Forge a Bond of Self-Interest, Not Souls

•   NYT: Climate Change Batters the West Before Summer Even Begins

•   NYT: Is the U.S. in Crisis? Republicans Want Voters to Think So.

•   NYT: Many Expected to Shun Iran Vote Seen as Presidential Race of One

•   NYT: Despite the G7 pledge of global aid, South Asian countries still scramble for vaccines.

•   NYT: After Coronavirus Pandemic and Brexit, UK Begins to See Worker Gaps

•   NYT: Who’s Afraid of Big Numbers?

•   NYT: He Warned Apple About the Risks in China. Then They Became Reality.

•   WP: The delta variant adds a speed bump to the pandemic escape route

•   WP: Manchin gives Democrats a path forward, if they want it

•   WP: China launches first astronauts to its new space station, as race with U.S. heats up

•   WP: World Bank declines to help El Salvador adopt bitcoin, citing environmental and transparency concerns

•   WP: CureVac to press on with mRNA vaccine despite disappointing trials

•   WP: Companies bet carbon labels can help the climate. Will consumers catch on?

•   WP: Bitcoin miners exit China, beat a path to the U.S. as crypto climate shifts

•   WP: Scientists are teaching drones to hunt down human screams

•   FT: ECB gathers for hillside retreat to debate key strategy questions

•   FT: Fraud chief warns of ‘big risk’ in policing €800bn EU recovery funds

•   FT: The links with Tai that Brussels hopes will bind

•   FT: A road map to nowhere

•   FT: UK and US settle long-running Airbus-Boeing trade dispute

•   FT: Sunak insists UK businesses have enough state help

•   FT: UK ministers reject post-Covid ‘right to work from home’

•   FT: Delta variant tests UK guidance on under-40s and the AstraZeneca jab

•   FT: UK business demands more involvement in trade talks

•   FT: DUP leader Edwin Poots quits in fresh turmoil for N Ireland

•   FT: US investors hunt for yield in junk-rated municipal debt

•   FT: Iran’s reformist candidate vows to tackle nuclear deal ‘at first chance’

•   FT: Brazil’s Covid inquiry puts Bolsonaro on the back foot

•   FT: Executives of Jimmy Lai’s Apple Daily tabloid detained as hundreds of officers raid newsroom

•   FT: ‘The beginning of the transition phase’: investors react to a less dovish Fed

•   FT: Top agricultural traders predict a ‘mini supercycle’

•   FT: Energy enters the US culture wars

•   FT: The Chinese entrepreneur who challenged the state and was locked up

•   FT: Seven states, 3,000 miles: a trip across the US energy divide

•   FT: Biden’s climate agenda bogged down in divided Congress

•   Bloomberg: With Putin Behind Him, Biden’s Focus Shifts to China’s Xi

•   Bloomberg: China’s Growth Decouples From Credit, With Global Implications

•   Bloomberg: FCC Proposes Ban on Chinese Surveillance Cameras, Other Products

•   Bloomberg: Fed Officials Rattle Rate-Hike Saber as Price Pressures Surprise

•   Bloomberg: Fed’s Higher Inflation Forecasts Tied to Widening Supply Bottlenecks

•   Bloomberg: Schumer’s Two-Track Plan for Biden Agenda Hits Party Hurdles

•   Bloomberg: Lane Downplays Urgency of September Meeting for ECB Shift

•   Bloomberg: How the ECB Is Overhauling Strategy in the Midst of a Pandemic

•   Bloomberg: Coronavirus Is Spreading Rapidly in England, Study Finds

•   Bloomberg: U.K. Virus Cases Surge Even as 8 in 10 Have Received Shots

•   Bloomberg: U.K. Seeks Longer Northern Ireland Trade Grace Period

•   Bloomberg: Italy Said to See Economy Growing Well Above 5% This Year

•   Bloomberg: Draghi Aims for Tighter Control of Italy’s Takeover Defenses

•   Bloomberg: France Plans Diplomatic Offensive to Help Secure Global Tax Deal

•   Bloomberg: How Europe Plans to Compel Its Nations to Obey Democratic Rules

•   Bloomberg: Germany to Raise 2022 Borrowing to About 100 Billion Euros

•   Bloomberg: China’s Worse-Than-Suez Ship Delays Set to Widen Trade Chaos

•   Bloomberg: Xi Jinping Picks Top Lieutenant to Lead China’s Chip Battle Against U.S.

•   Bloomberg: Bank of Japan Seen Extending Covid Aid as Gap With Fed Widens

•   Bloomberg: World’s Most Expensive Housing Market Grinds Toward Record High

•   Bloomberg: Muni Market Worries Build America Bonds Redux Could Prove Costly

•   Bloomberg: A $1 Trillion Buying Spree Lets S&P 500 Brush Off Bear Warnings

•   Bloomberg: EU Green Bond Rules Will Be Voluntary, Draft Shows

•   Bloomberg: One of the World’s Hottest Commodities Is Now the Most Volatile

•   Bloomberg: Some Commodities Have Now Wiped Out All of Their 2021 Gains

•   Bloomberg: China Intensifies Oil-Refining Probe That Could Upend Industry

•   Bloomberg: Latin Steelmakers See Opportunity to Replace Cheap China Imports

•   Bloomberg: Home Flippers Pulled Out of U.S. Housing Market as Prices Surged

•   Bloomberg: Chipmakers Offered 25% Investment Tax Credit in New Senate Bill

•   Bloomberg: Bezos-Backed Fusion Startup Picks U.K. to Build First Plant

•   Bloomberg: Emergency Power Fiasco Compounds South Africa Energy Crisis

•   Bloomberg: To Tackle Climate Change, Corporate Culture Will Need an Overhaul

•   Bloomberg: VW Readies ‘Massive’ Rejig to U.S. Plans on Biden’s EV Shift

•   Reuters: White House to finish allocating 80 mln U.S.-made COVID-19 shots for shipment abroad

•   Reuters: Goldman moves up forecast for U.S. rate hike but not fully convinced

•   Reuters: Germany to allow entry to vaccinated travellers from outside EU from June 25

•   Reuters: Germany says vaccine rollout on track despite CureVac trial flop

•   Reuters: Pushing against China, U.S. lawmakers plan pro-Taiwan bill

•   Reuters: UN climate chief urges unity as scarce vaccines, finance cloud COP26 outlook

•   Reuters: China's 'wolf warrior' diplomacy is 'justified defence', envoy says

•   Reuters: Erdogan says he told Biden Turkey is not shifting on S-400s - state media

•   Reuters: Asia has wary welcome for G7's answer to Belt and Road

•   Reuters: China flags new rules for commodity price indexes from August

•   Reuters: Ericsson wins 5G core contracts from Vodafone in UK, Germany

•   Reuters: Explainer: What we know about China’s metals reserves release

•   Reuters: Analysis: Economists eye surging money supply as inflation fears mount

•   AP: Can you mix and match COVID-19 vaccines?

•   AP: EXPLAINER: Iran vote to determine next president, direction

•   AP: EXPLAINER: What’s behind the heat wave in the American West?

•   CNN: People are snatching up vacation homes. And many are paying with cash

•   CNBC: Fed inflation, interest rate forecasts not a big deal, say financial advisors

•   CNBC: Biden is on track to fall short of vaccinating 70% of American adults by the Fourth of July

•   CNBC: Covid delta variant: Symptoms, spread and what to look out for

•   CNBC: Dr. Fauci: What herd immunity against Covid would look like

•   CNBC: Copper prices rise amid green, sustainable initiatives

•   CNBC: U.S. solar capacity passes 100 gigawatts after strong first quarter, but Covid challenges persist

•   CNBC: BMW starts European road tests of hydrogen fuel cell cars

•   SCMP: China must consider environmental effect and economic fragility for belt and road projects, study says

•   SCMP: Huawei’s former budget smartphone unit Honor still on the fence about adopting HarmonyOS, favours Android operating system on its devices

•   Global Times: US escalates containment of China by targeting China’s influence on UN: analyst

•   Caixin: South China Energy Market in Chaos Over Trial Policy Issues, Supply Squeeze

•   Economic Times: India's economy likely contracted 12% in Q1: Report

•   Power Engineering: Global Market Insights: Microgrid sector could top $33B by 2027

•   MINING.com: Global Copper Snapshot: Eight companies with advancing projects

•   For Construction Pros: Buy America Provisions Could Lead to Negative Impacts in Construction Industry

•   DIGITIMES: Memory module makers see end-market demand in China disappoint

•   Robotics & Automation News: Teradyne leads $20 million funding round for MachineMetrics

•   Robotics Tomorrow: Investing in the Future: Grow Your Own Robot

•   Dronelife: Walmart Drone Delivery: Investment in DroneUp Could Change the Race to Dominate the Last Mile

•   매경(P1): 선진국 탐내는 소형원자로…한국선 9년전 개발해 창고에

•   매경: 文정부 4년 '원전 해체' 예산만 확대…韓 멈춘동안 中은 기술추월 총력

•   매경: 안전성 1만배 높인 '꿈의 원전' SMR…탄소중립 핵심 대안으로

•   매경: 탈원전에도 고군분투 두산重…3년전부터 美 SMR 공들였다

•   매경(P1): 與부동산특위, 대선 패배 경고…"종부세 완화해야"

•   매경: 쿠팡 김범석, 6개월만에 韓의장도 내려놨다…"글로벌 전략 집중"

•   매경: 총수지정 더 강화하겠단 공정위…재계 "유례없는 규제로 또 발목"

•   매경: 한은 "美연준, 예상보다 더 긴축정책 선호"

•   매경: 기업인, 해외출장 기간 상관없이 백신 우선접종

•   매경: 상폐에도 뛰어드는 코인 투자자…유의종목에 10조 몰려

•   매경: "전국민 위로금 10만원이면 충분…남는 세수 15조는 맞춤형지급을"

•   매경: 스마트폰 접은 LG, 글로벌 제조사에 줄소송 예고 이유는?

•   매경: LG엔솔, 美ESS시장 정조준…최대규모 ESS 배터리 공급

•   매경: "사업가치 5조" LG전자 전장사업 기대감

•   매경: AI 간병인·로봇 선원…5년내 'AI인턴 시대' 열린다

•   매경: 주식형펀드서 돈 빠졌지만 소부장·ESG펀드는 버텼다

•   매경: 대우건설 인수戰…결국 시공사 vs 시행사 맞대결

•   매경: 투기지구 무더기 지정 1년…17곳 중 14곳 되레 더 올라

•   매경: "韓인재, 의사·변호사·공무원 쏠림…혁신 어려워"

※   기재부: 2021년 IMD 국가경쟁력 평가 결과

•   매경: [株머니 주요산업 증시기상도] 美연준에 쏠리는 눈…금리 인상땐 '금융株'의 시간

•   한경(P1): 문재인 정부 4년, 기업 유턴은 없었다

•   한경: "중국서 한국 돌아온지 6년 만에 사업 접어야 할 판" 토로

•   한경: "한국 공장 못 믿는다"…GM 임원들, 노조 면전서 '돌직구'

•   한경: 美·유럽 이어 동남아까지…K배터리 화끈하게 밀어준다

•   한경(P1): 꼼수 판치는 공모주 청약

•   한경(P1): '수원~양주' GTX-C노선에 왕십리·인덕원역 생긴다

•   한경: '디지털 백신여권' 이르면 내달 말 나와

•   한경: 홍남기 "공공재개발 참여 토지주에 취득세 감면"

•   한경: 상위 2% 종부세안, 18일 與의총서 결론

•   한경: "차등의결권 부여해 장기적인 기업가치 제고 도모해야"

•   한경: '넘사벽' 일본 넘었다…'자동차 한일전' 대한민국 완승

•   한경: 시멘트값 7년 만에 인상

•   한경: '부정적' 등급 전망 붙은 삼척블루파워, 올해 첫 공모채 발행 추진 [마켓인사이트]

•   서경(P1): 하루 36건 불복청구···조세정책 신뢰 잃다

•   서경: 1인당 국민부담액 1,019만원···증가 폭 OECD 평균 7배

•   서경: 고소득 과표 구간만 쪼개 증세했다

•   서경: [단독] 카드 캐시백 1조 쏜다···3개월 안에 써야

•   서경: "미래차 전환, 노동경직성·낡은 규제가 발목잡아"

•   서경: 잘 나가는 저공해차···작년 2.4만대 판매

•   서경: 세계적 신재생에너지 기업, 韓에 대규모 태양광·해상풍력 발전단지 구축

•   서경: '카파' 엔진 브라질 이전·연구인력 전동화 전환···현대차, 脫내연기관 속도

•   서경: "리스크 상당폭 선반영···횡보장 속 순환매 지속"

•   조선(P1): 아스트라 1차 접종자, 2차는 화이자 맞는다

※   질병관리청: 7-9월 중 18세 이상 국민 1차접종 완료

•   조선: 오세훈표 도시재생, 재개발로 2만4000가구 공급

•   조선: “탈원전 폐기하고 신한울 3·4호 건설 재개를”

•   조선: 동학·서학개미의 변심... 삼성전자·테슬라, 순매수 1위 내줬다

•   조선: [Mint] 반갑다 비행기 기다렸다 해외여행 다시보자 관광산업

•   조선: [Mint] 中기업들이 美 대신 홍콩증시 택하자… 글로벌 은행들 “다시 홍콩으로”

•   조선: [Mint] 백신 맞았다면 괌·사이판 여름휴가… 하와이·몰디브는 ‘음성 확인서’면 통과

•   조선: [Mint] “팬데믹 초기 폭락장서도 큰 손해 안 봐”… 버퍼 ETF 인기몰이

•   조선: [Mint] “블록체인으로 100만대 컴퓨터 연결, 혁신적 ‘수퍼 클라우드’ 서비스 개발”

•   조선비즈: [미래에너지 2021] “넷제로·수소경제, 한국이 글로벌 주도권 잡을 수 있다”

•   조선비즈: [미래에너지 2021] 박상길 “소형 원전, 선박 추진·해수담수화 등 사용처 무궁무진”

•   조선비즈: [미래에너지 2021] 문재도 “30개국이 수소경제 주도권 경쟁… 韓, 수소차 기술 세계적 수준”

•   조선비즈: [미래에너지 2021] 손인완 “수소, 모빌리티로 시작해 석유화학에서도 쓰일 것”

•   조선비즈: [미래에너지 2021] 디터 헬름 英 교수 “탄소국경세 도입해 탄소 소비 줄여야”

•   조선비즈: [미래에너지 2021] 문승욱 산업장관 “수소는 탄소중립의 핵심 수단”

•   조선비즈: [Why] 삼성 ‘주요 고객’ 퀄컴의 CEO가 인텔 행사에 등장한 이유는

•   조선비즈: 민간 석탄발전사 신용등급 전망 줄하락… 탈석탄·ESG에 ‘가시밭길’

•   조선비즈: 5G폰 쓰는 중국인 올해 4억명이라는데…中 점유율 1%로 고전하는 삼성전자

•   조선비즈: 중기부 ‘AI 스마트공장’ 구축에 최대 4억원 지원

•   중앙: 문 대통령, ILO 총회서 ‘소득주도성장’ 다시 꺼냈다

•   중앙: 여의도·서울역서도 안 터진다…서울지하철은 무늬만 5G

•   동아: 지자체-기업 7월말부터 자체접종 가능해져

•   동아: 與, 소급적용 뺀 손실보상법 단독처리… 野 “소급없인 추경도 없다”

•   동아: 스파이더맨 슈트처럼 몸에 착 붙는 인공근육, 1500배 무게도 ‘번쩍’

•   문화(P1): 정치 외풍에 ‘뒤틀리는 경제정책’

•   문화: 철강 날고 조선 기고… 제조업 성적, 원자재값이 갈랐다

•   머니투데이: 中 원전사고 해프닝?..."방사능 유출 땐 한국까지 사흘내 도달"

•   머니투데이: "꼭지 왔나" 코스피 최고치에 또 '곱버스' 베팅한 개미들

•   머니투데이: '거래처 끊긴다'…수출입 中企, '물류애로'로 경영난

•   머니투데이: 국가대항전 된 반도체…"中 굴기 걱정하던 때가 나았다"

•   더벨: FI 접촉 두산건설, 투자유치로 선회할까

•   헤럴드경제(P1): 땜질에 또 땜질...누더기 뒤집어쓴 임대사업자

•   파이낸셜뉴스: 반도체·車 끌고 IT 밀고… 기업 매출·영업익 늘며 자산 '껑충' [코로나 여파 벗어나는 기업]

•   파이낸셜뉴스: 드론 개발때 '안전성 인증' 규제 풀고 자율주행업계에 3차원 정밀지도 제공

※   국무조정실: [보도자료] 제7차 신산업 현장애로 규제혁

•   파이낸셜뉴스: 대기업, 늘어나는 공정위 현장조사에 '긴장'

•   파이낸셜뉴스: "CCUS 고도화가 탄소중립 해법"

•   아시아경제: 수소테마 반가운 에너지 기업들

•   이데일리(P1): 카카오, SM엔터 지분 인수 임박..'네이버-하이브-YG엔터' 연합군 맞선다

•   이데일리: 코로나 실업대란에도 일손 씨마른 농촌…밥상물가까지 끌어올리나

•   이데일리: [ESF 2021]메가트렌드 ESG, 이데일리 전략포럼서 '총정리'합니다

•   연합: 오늘도 500명대…주간 일평균 확진자는 두달반 만에 400명대로

•   연합: 탄소중립형 물관리 사업 확대…수열에너지·수상태양광 보급

•   연합: 친환경 메탄올 연료 추진선박 시대 '성큼'…안전 검사기준 마련

•   e대한경제: 세계건설시장, 코로나19 딛고 회복세 진입 전망

•   더구루: [단독] 현대차 브라질공장, 반도체 칩 부족으로 '2교대→1교대' 전환

•   더구루: 두산중공업, 폴란드 '폐자원에너지화플랜트' 시장 싹쓸이?

•   에너지경제: 정재훈 한수원 사장, 체코 측과 원전 입찰 관련 의견교환

•   에너지경제: 당정 ‘소형 모듈 원자로’ 개발 공감대 속 거세지는 탈원전 철회 목소리

•   전자신문: [이슈분석]현대차·기아vs테슬라 '韓 전기차 대전' 승자는?

•   전자신문: [이슈분석]국내 전기차 시장 3대 키워드...'전기트럭', '벤츠', '보조금'

•   ZDNet Korea: '칩 부족' 中 5월 폰 출하량 32%↓ 곤두박질

•   로봇신문: 세종시 드론 실증 도시 구축한다

[Opinions]

•   Project Syndicate(Robert Skidelsky): The Gaps in Bidenomics

•   Project Syndicate(Werner Hoyer, Sabine Mauderer): Post-Communist Lessons for the Green Transition

•   Project Syndicate(Brahma Chellaney): One Hundred Years of Devastation

•   FT(Editorial Board): Joe Biden’s stalling domestic agenda

•   FT(Editorial Board): AstraZeneca’s Thai deal brings renewed controversy

•   FT(Megan Greene): The G7 is right to worry about Chinese credit terms

•   FT(Gillian Tett): The Fed needs a psychological toolkit

•   FT(Martin Sandbu): The (not so) long view on the carbon transition

•   FT(Robert Armstrong): The Fed nailed it

•   FT(Richard Waters): How much can Lina Khan do to rein in Big Tech?

•   FT(Felix Marquardt): Davos is dead, and the coronavirus killed it

•   WSJ(Editorial Board): No Inflation Worries at the Fed

•   WSJ(Editorial Board): Biden’s Tests for Putin, and Vice Versa

•   WSJ(Editorial Board): An Antitrust Bait and Switch

•   WSJ(Joseph C. Sternberg): Is There a Central Banker in the House?

•   NYT(Ezra Klein): Maybe Joe Manchin Knows Exactly What He’s Doing

•   NYT(David Cicilline): Is This the Big Tech Breakup We’ve Been Waiting For?

•   WP(Editorial Board): Biden offered Putin the benefit of the doubt. He should know better.

•   WP(Editorial Board): The quest to discover the pandemic’s origins shouldn’t be put on hold because China won’t budge

•   WP(Dana Milbank): The absurdity of Putin’s lies should be obvious. Thanks to Trump, it isn’t.

•   WP(Josh Rogin): To push back against Chinese aggression, give Taiwan vaccines

•   Bloomberg(Editorial Board): The Federal Reserve Is Moving More Slowly Than the Economy

•   Bloomberg(Mohamed A. El-Erian): Federal Reserve Meeting: Central Bank Continues to Fall Behind Curve

•   Bloomberg(Daniel Moss): India vs. Brazil. One of Them Has to Be Right on Inflation

•   Bloomberg(David Fickling): China’s Price Controls Won’t Crash a Booming Metals Market

•   Bloomberg(Tyler Cowen): Green Energy: The Issue Is Politics, Not Technology or Cost

•   Bloomberg(John Authers): Powell Surprise Marks Start of Fed's Treacherous Retreat

•   Bloomberg(Barry Ritholtz): Personal Wealth: Market Narratives Have Pushed Aside Fundamentals

•   Bloomberg(Karl W. Smith): America Should Become a Nation of Renters

•   CNN(Kent Sepkowitz): It's not only politics that's driving the low vaccination rate in the South

•   MarketWatch(Mark Hulbert): The real culprit for the selloff in the stock market? Hint: It wasn’t the Fed

•   MarketWatch(Therese Poletti): The tiny, $1 chip that is behind record price increases for computers

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

•   Reuters(Andy Home): Learning to live with (talk of) Chinese state metal sales

•   헤럴드경제(사설): 송영길 대표의 ‘소형 원전 유용론’, 탈원전 출구 삼자

•   아시아경제(정동욱): 탄소중립, 탈원전과 같이 갈 수 없다