Business Intelligence Monitor 210624

(Introduction)

[Markets]

•   Global:Tech leads tentative rally as Powell soothes markets

•   Metals:Copper climbs after Fed chief vows to keep rates low, strong data

•   Iron ore:Iron ore price up on potential easing of Tangshan restrictions

•   Grains:U.S. wheat rallies on Plains weather concerns; soy, corn weaker

•   Cryptocurrency:Bitcoin price ticks back up to $34,000 after China cryptocurrency scare

•   한국:코스피, 사상 최고치 턱밑…카카오·네이버 급등

•   한국:두산그룹주 약세, 오리콤 8%대 급락 두산인프라코어 두산중공업 내려

•   한국:확 좁혀진 장단기 금리차···경기민감주 부진 이어지나

[Indicators]

•   US·Eurozone Jun. PMI:Booming business activity in Europe and US fuels inflationary pressure

•   US Q1 Current account:U.S. current account deficit rises to 14-year high in the first quarter

•   US May New home sales:U.S. New-Home Sales Post Surprise Drop Amid Record-High Prices

•   US May Leasing & Finance index:New Leasing Business Volume Drops

•   North America Jun. Construction cost:No End in Sight as Engineering and Construction Costs Edge Upward for the Eight Straight Month

•   US Weekly Mortgage rates·applications:Weekly mortgage refinancing jumps on fears that super-low rates are ending

•   UK Jun. PMI:UK inflationary pressures hit record highs as economic activity rebounds

•   Japan Jun. PMI:Japan Factory Activity Expands a 5th Month While Services Shrink

•   Argentina Q1 GDP:Argentina Economy Expanded Most Since 2018 in First Quarter

•   South Africa May CPI:South Africa Inflation Surge Unlikely to Bring Forward Rate Hike

•   Thailand Benchmark rate:Bank of Thailand Holds Rate, Lowers Outlook on Tourism Slump

•   한국 2020년말 지역별·통화별 국제투자대조표:'큰손' 떠오른 서학개미…작년 對美투자 1148억弗 급증

•   한국 4월 인구동향:18개월째 인구 자연감소

•   한국 6월 소비자동향소비심리, 6개월째 개선…'물가·금리·집값 오른다' 전망 늘어

[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

•   FT:Pandemic crisis: Global economic impact tracker

•   CNN:Tracking America's recovery

•   Bloomberg:Global PMI Tracker

•   Bloomberg:The Covid Resilience Ranking

[News]

•   WSJ:Yellen Says U.S. Could Breach Debt Limit in August

•   WSJ:Biden’s Vow Not to Raise Taxes on Most Americans Limits Infrastructure Options

•   WSJ:Infrastructure Negotiators Seek Progress Before July 4 Break

•   WSJ:Fed’s Bostic Says Bond Buying Drawdown Near, Sees Rate Rise in Late 2022

•   WSJ:CDC Advisory Group Says ‘Likely Association’ Between mRNA Covid-19 Vaccines and Rare Myocarditis Cases

•   WSJ:White House Removes Fannie, Freddie Overseer

•   WSJ:How Home Builders Are Contributing to Housing Frenzy

•   WSJ:Millions of Americans Refinanced Last Year—but Fewer Black and Latino Homeowners Did

•   WSJ:Chinese Covid-19 Gene Data That Could Have Aided Pandemic Research Removed From NIH Database

•   WSJ:Kabul Could Fall Six Months After U.S. Pullout, Intelligence Assessment Says

•   WSJ:Race Between Covid-19 Vaccines and Delta Variant Plays Out in U.K.

•   WSJ:The Bonds That Cried Major Default Risk

•   WSJ:Central-Bank Tapering Is Coming, and the Market Never Gets It Right

•   WSJ:South Korea’s Answer to Robinhood and Venmo Lands a $7 Billion Valuation

•   WSJ:Amazon and Other Tech Giants Race to Buy Up Renewable Energy

•   WSJ:Apple’s Fight for Control Over Apps Moves to Congress and EU

•   WSJ:Self-Driving Truck Startup Embark to Go Public in $5.2 Billion SPAC Deal

•   WSJ:Uber, Lyft Drivers Race to Apps That Make Contract Work a Better Gig

•   NYT:Republicans Block Voting Rights Bill, Dealing Blow to Biden and Democrats

•   NYT:The Biden administration plans to extend the federal moratorium on evictions for another month.

•   NYT:A growing number of Republicans are working to address climate change.

•   NYT:With Mass Vaccination Sites Winding Down, It’s All About the ‘Ground Game’

•   NYT:The Delta variant is likely to make up 90 percent of E.U. cases by late August, officials warn.

•   NYT:Saudi Operatives Who Killed Khashoggi Received Paramilitary Training in U.S.

•   NYT:Protester Who Crashed Into Police Faces Hong Kong’s First Security Law Trial

•   NYT:‘Forbidden Fruit’: Apple Daily, Pro-Democracy Newspaper in Hong Kong, Is Forced to Close

•   NYT:Tech giants are aggressively lobbying Washington to back off on antitrust rules.

•   NYT:No End to Whiplash in Meme Stocks, Crypto and More

•   NYT:Warren Buffett’s Exit From the Gates Foundation Clouds Its Future

•   NYT:Japan Makes Memory-Chip Revival a National Mission

•   FT:Berlin and Paris propose reset for EU relations with Moscow

•   FT:Biden pushes for high-level meetings with Beijing officials

•   FT:Top Biden aide calls for US to embrace ‘industrial strategy’

•   FT:Sánchez bet is ‘best opportunity’ in decade to defuse Catalan dispute

•   FT:Germany to borrow extra €100bn as pandemic takes toll

•   FT:EU close to agreeing Northern Ireland truce with UK on chilled meats

•   FT:UK exporters get more than £12bn in government financial aid

•   FT:Refusal to hold independence vote is sneering condescension, says Sturgeon

•   FT:DUP’s new leader strives to stabilise N Ireland’s biggest party

•   FT:Covid Delta strain risks spreading ‘like wildfire’ among unvaccinated in US

•   FT:Trade relations between US and Canada still need some work

•   FT:China bolsters ties with Myanmar junta despite international condemnation

•   FT:Russia claims it fired at Royal Navy destroyer off Crimea

•   FT:Resignation of Brazil environment minister cheered by activists

•   FT:Central banks step up fightback against cryptocurrencies

•   FT:‘Amazon effect’ sets the tone for US workers’ remuneration

•   FT:How ‘dark arts’ and dirty tricks turned investors against Toshiba

•   FT:SoftBank’s Son grilled by investors over governance lapses

•   FT:Lego makes breakthrough in quest for greener bricks

•   Bloomberg:U.S. to Block Some Solar Goods Made in Xinjiang Region

•   Bloomberg:MTN Group, ZTE Accused in U.S. Suit of Aiding Iraq Terror

•   Bloomberg:Inflation on the Menu as U.S. Restaurants Pass On Soaring Costs

•   Bloomberg:Fed’s Kaplan Sees Hike in 2022, Taper Starting Sooner

•   Bloomberg:Fed’s Bowman Says May Take Time for Supply Bottlenecks to Ease

•   Bloomberg:One Chart Shows How the Entire Housing Market Got More Expensive

•   Bloomberg:Saudi Arabia Says OPEC+ Has a Role in Containing Inflation

•   Bloomberg:Delta Variant Seen in a Fifth of U.S. Covid Cases, CDC Says

•   Bloomberg:Nine Months After Lockdowns, U.S. Births Plummeted by 8%

•   Bloomberg:China Bid to Join Trade Pact Raises Alarms, U.S. Lawmaker Says

•   Bloomberg:Draghi Insists Euro-Area Fiscal Pact Must Change After Pandemic

•   Bloomberg:Japan Restarts First Nuclear Reactor Since 2018 Amid Hurdles

•   Bloomberg:Malaysia Aims to Inoculate 60% of Population by End-September

•   Bloomberg:China’s Debt Reckoning Hammers ‘Too Big to Fail’ Borrowers

•   Bloomberg:Thai Protesters to Hit Streets as Parliament Eyes Charter Recast

•   Bloomberg:Canada Races Toward Key Vaccine Milestone for Border Opening

•   Bloomberg:Iran Haggling With U.S. Over Pre-Trump Issues With Nuclear Deal

•   Bloomberg:Xi’s China Is ‘Dogged by Insecurity,’ Australian Diplomat Says

•   Bloomberg:London Looks Past Brexit to Eclipse Rivals in Emerging Markets

•   Bloomberg:India’s Gasoline Recovery Builds With Slowdowns Elsewhere

•   Bloomberg:U.S. Lumber Prices Seen Extending Losses as Sawmills Ramp Up

•   Bloomberg:Parasite Drug Analyzed as Possible Covid Treatment in U.K. Trial

•   Bloomberg:EVs Seen Reaching Sales Supremacy by 2033, Faster Than Expected

•   Bloomberg:Cash Flow of World’s Oil Drillers Heads for Record $348 Billion

•   Reuters:Global companies' capex to hit decade-high growth this year -Refinitiv data

•   Reuters:Britain records jump in COVID cases, increase in deaths

•   Reuters:Merkel says pandemic is not over, Germany still on thin ice

•   Reuters:China's COVID-hit Shenzhen suspends direct flights to Beijing

•   Reuters:U.S. to send 3 million J&J COVID-19 vaccine doses to Brazil

•   Reuters:Bank of Japan policymakers saw prospects of quicker recovery in April

※   BOJ:Minutes of the Monetary Policy Meeting on April 26 and 27, 2021

•   Reuters:Manufacturers have an answer to higher costs: Pass them on

•   Reuters:Global regulators to introduce first oversight of ESG raters

•   Reuters:Explainer: What is the Treasury yield curve and what is it telling us?

•   AP:Harris to visit US-Mexico border area regarding migration

•   CNN:The global recovery is running red hot. Here's proof

•   CNBC:India’s Covid cases top 30 million as economist warns against reopening too quickly

•   CNBC:Wealthy investors expect to earn average annual returns of 17.5%

•   Fox News:Fox News Poll: Majority believes COVID-19 leaked from lab in China

•   Politico:The Asia-sized hole in Biden's trade agenda

•   SCMP:Coronavirus: how China’s closed borders have hit trade and diplomacy

•   SCMP:China-US relations: USS Curtis Wilbur sails through Taiwan Strait

•   Caixin:China to Release Metals From Strategic Reserves for First Time in More Than a Decade

•   Caixin:China-Based Institutional Investors Increasingly Favor ESG, Survey Shows

•   Nikkei Asia:Foxconn EVs to take on Tesla with autonomous driving tech

•   Nikkei Asia:Japan struggles to dish out $270bn in untapped COVID stimulus

•   Nikkei Asia:Analysis: Xi looks up to father's integrity, but will choose a different path

•   Economic Times:India growth forecast: Moody's cuts India growth forecast for 2021 to 9.6%

•   Economic Times:Household savings Q3'20-21 higher than pre-pandemic levels

•   Economic Times:Manufacturing investments rose in FY19 as rent, profits fell

•   MINING.com:Brazil to ease licencing of newly listed strategic minerals projects

•   DIGITIMES:Automotive chip suppliers gearing up for output ramp-up

•   Hannover Messe News:Rise of the picking robots

•   매경(P1):오세훈 "정부는 태릉 공공주택 재검토하라…주민반대 심상찮다"

•   매경(P1):김부겸 국무총리, "신한울 1호기 가동 직접 요청하겠다"

•   매경(P1):부산·제주 이어 서울도 '야외 금주령' 추진

•   매경:'2% 종부세' 부담감소 수혜도 강남4구에 몰려…도봉 금천구 '0'

•   매경:"갑질 못참겠다" 녹음기 켜는 직원…"괴롭힘 누명쓸라" 녹음하는 상사

•   매경:"책상 떠나지 말라" "방 내부 보여달라"…재택근무 해도 문제

•   한경(P1):슈퍼추경·초저금리…'고압경제 후폭풍'이 무섭다

•   한경:1차 사업 83%가 예산 절반도 못 썼는데…또 '35조원 묻지마 추경'

•   한경:홍남기 "전국민 재난지원금 반대…추경 규모 30兆대 초반으로 생각"

•   한경(P1):주가 오르면 CB 전환價도 상향

•   한경:"금리도 오를텐데…CB 투자매력 떨어뜨려 中企 자금줄 죄나"

•   한경:'수익률 50%' 슈퍼리치는 달랐다…테슬라 대신 담은 종목

•   한경:"노동개혁 외면한 포퓰리즘, 일자리 감소 재촉"

•   한경:"올해 국제유가 배럴당 64~69달러 될 것"

※   산업부:산업부, 국제유가 동향 점검

•   한경:한화, 삼성 보유지분 1조원에 산다…6년 만에 '빅딜' 마무리

•   한경:현대차 "동남아 전기차 시장 선점"…그랩과 제휴 확대

•   한경:"한전, 믿을 수 없는 종목"…투자의견 하향

•   한경:"가치주·성장주 따지지 말고 실적만 봐라"

•   한경:페인트·용접…'무인로봇'이 아파트 짓는다

•   한경:정부, 6G 잰걸음…2200억 투자·국제 공동연구

•   한경:BBB급 회사채 발행 나선 두산·대한항공…"크래프톤 IPO 전에 회사채 찍자" [마켓인사이트]

•   서경(P1):中, 반도체 장비 싹쓸이···삼성·SK '비상'

•   서경:中, 전후공정 장비 안 가리고 입도선매···삼성 임원들 美 긴급출장

•   서경:반도체 거물들 "지금이 투자 적기"

•   서경:글로벌 '신규 팹' 경쟁도 치열 ···내년까지 29곳서 앞다퉈 첫 삽

※   SEMI:New Semiconductor Fabs to Spur Surge in Equipment Spending, SEMI Reports

•   서경(P1):과속 탈탄소의 '나비효과'···인플레 공포 키우다

•   서경:탄소배출권값 18개월새 2배 쑥···기업 허리휘고 물가 뇌관으로

•   서경:주요국 SMR 상용화 나서는데···韓은 이제야 '예타'

※   전경련:SMR(소형모듈원전) 주요국 현황과 한국의 과제

•   서경:[단독] 슈퍼추경 동원해 '돈 풀기'···자영업 손실보상금 20% 늘린다

•   서경:쏘카의 승부수···업계 최초 연간 구독상품 출시

•   조선(P1):[NOW] 40세 넘은 日원전 ‘환갑’까지 첫 연장

•   조선(P1):원전발전 7%로 줄이고, 中·러 전기 수입추진

•   조선:석탄발전 폐쇄 결정 못해서… 탄소중립위에 떠넘긴 정부

•   조선:유례없는 온실가스 감축 속도… 다음 정부에 엄청난 부담

•   조선:논란됐던 싹쓸이 벌목, 탄소중립 계획에서 대폭 수정

•   조선:2050년엔 무탄소 사회 목표, 태양광·풍력 3%→60%로

•   조선:탈원전 계속… 30년뒤 한국엔 원전 9기만 남는다

•   조선:中·러서 전기 끌어온다?… 전력망 북한 통과, 에너지 안보 난제

•   조선:비트코인 반등해도 반토막, 삼성전자 시총 81% 증발한 셈

•   조선비즈:‘탈석탄’ 선언 무색… 국민연금, 한 달간 한전 주식 870억원어치 샀다

•   조선비즈:전기차發 고용 불안에... 현대차 노조 “국내서 우선 생산 확답 달라”

•   조선비즈:“삼성, 차세대 디스플레이 QNED 완성도 마무리 단계”

•   인베스트조선:빚 청산에 총력 기울이는 두산그룹…손에 쥔 남은 카드는

•   중앙(P1):코로나 델타 변이도 비상인데, 더 센 델타플러스 덮쳐온다

•   중앙(P1):대체공휴일 확대, 광복절부터 적용…법안 상임위 통과

•   중앙:강남역 생긴 뒤 처음으로 대로변 1층이 비었다

•   중앙:“문 대통령, 올림픽 참석할 모멘텀은 정상회담뿐”

•   중앙:‘워킹그룹 종료’ 표현 안 한 미국…외교가 “대북제재 계속한다는 의지”

•   중앙:[단독] 김동연 "여야 얘긴 안했다" 송영길 발언 곧바로 부인

•   중앙:“나도 타투 하나 해야하나" 류호정 지원사격한 박용만 회장

•   동아(P1):[단독]무너진 ‘태양광 산’ 방치… 장마가 무섭다

•   동아:北리선권 “美와 그어떤 접촉도 생각 안해”

•   동아:[단독]정부 “가상화폐 거래소 60곳 현장조사”… 먹튀-고의파산 집중 단속

•   동아:아스트라 백신 잔여 물량 80%, 8월 이내 공급

•   동아:“사무실 3일·자택 2일”… 코로나19 이후 ‘하이브리드 워킹’이 뜬다

•   문화(P1):“서울아파트 값 4년간 93% 상승… 17% 올랐다는 文정부 통계 거짓”

※   경실련:문재인 정부 4년 서울아파트 시세 변동 분석 발표 기자회견

•   문화:文 “집값 원상회복하겠다” 더니… 6.2억 → 9.4억 → 11.9억

•   문화:커지는 ‘부동산 버블’… 文대통령 임기말 ‘시한폭탄’

•   문화:지방은 1순위 미달 속출…서울은 경쟁률 올라 ‘청약 양극화’

•   한국(P1):'저녁 있는 삶' 내달 완성... '돈 없는 저녁' 마지막 퍼즐은 남았다

•   서울:①방역 해이 ②델타 변이 ③이상반응… 집단면역 가는 길 ‘3대 복병’

•   세계:거리두기 풀기도 전에 주말이동량 급증

•   세계:[단독] 2050 탄소 1억t 배출 전망… 석탄 발전 선택지 남겨둬

•   한겨레:[단독] 월성 사용후핵연료 저장조 바닥, 지하수면보다 낮아 ‘유출 우려’

•   경향(P1):제러미 리프킨 “지구에겐 면도날만큼의 시간만 남았다” [경향포럼]

•   경향:반기문 “탄소 배출량 G7인 한국, 모든 정책서 기후위기 해소 우선을” [경향포럼]

•   경향:제러미 리프킨 “화석에너지 기업들 모든 자산 좌초…기후 친화적 ‘복원의 시대’ 열릴 것” [경향포럼]

•   경향:앨 고어“기후 대응 운동 계속돼 미래 희망적…비즈니스 리더들 수익성 이미 자각” [경향포럼]

•   경향:야닉 글레마렉 “파리협약 목표 도달 위해 개도국의 녹색기술 참여 이끌어야” [경향포럼]

•   경향:마이클 만 “기후위기 알면서도 부인…우리에게 필요한 건 정치적 의지” [경향포럼]

•   머니투데이(P1):[단독]신한은행, 하반기 40여개 점포 폐쇄..디지털전환 가속도

•   머니투데이(P1):"1만원 돌려받자고 10만원 쓰겠나"...부자만 좋은 카드 캐시백

•   머니투데이:수소경제 확산, 22개국 함께 뛴다…美 "수소가격 80% 낮춘다"

※   산업부:청정수소 기반의 수소경제로 전세계 모범사례 창출 노력

•   머니투데이:"급속도 너무 느려"…'초고속 충전' 탑재한 전기차 쏟아진다

•   머니투데이:'홍제동·부천 중동' 등 6곳 도심공급 후보지로…1.1만가구 공급

•   헤럴드경제(P1):최태원 “‘넷제로’는 경쟁력”...SK그룹, 속도전 나섰다

•   파이낸셜뉴스(P1):왜 주식·코인에 인생 거냐고? 수저色 바꿀 유일한 통로니까! [창간기획]

•   파이낸셜뉴스(P1):전문직까지 파고든 플랫폼 빅테크시대의 밥그릇 싸움

•   파이낸셜뉴스:전기차 경쟁 액셀 밟은 현대차… 2025년까지 23종 출격 [산업 대전환 시대, 전기차가 달린다]

•   파이낸셜뉴스:수소차 180대가 충전기 1대에 의존.. 기존 주유소·가스충전소 전환 시급 [산업 대전환 시대, 수소경제가 온다]

•   파이낸셜뉴스:매연 대신 미세먼지 정화… 수소차는 ‘달리는 공기청정기’ [산업 대전환 시대, 수소경제가 온다]

•   파이낸셜뉴스:올들어 33척 선박수주…중형 조선사 부활 신호탄 쐈다

•   파이낸셜뉴스:집에서 투표하고 기부는 클릭으로… 블록체인, 일상을 바꾼다

•   파이낸셜뉴스:실수요자 부담 키운 7·10대책… 분양권 품귀에 웃돈 치솟아

•   아시아경제:코로나 상황 개선된 인도, 현대차도 생산확대 움직임

•   아시아경제:4개그룹 중심 수소기업협의체, 한화·현대重·롯데 등도 물망

•   아시아경제:[단독] "회사서 백신 맞는다"…삼성, 사업장 자체접종 확정

•   이데일리(P1):[ESF 2021]ESG, 비용 아닌 100년 내다보는 투자…새 사업기회도 확보

•   이데일리:[ESF 2021]김용진 "국민연금, 글로벌 ESG 룰 메이커 돼야"

•   이데일리:[ESF 2021]“ESG는 거대한 변화…신산업 키우고 포용적 전환해야”

•   이데일리:[ESF 2021] "ESG, 피할 수 없는 대세…금융기업도 탄소배출 감축"

•   이데일리:[ESF 2021]“기업의 깜찍한 거짓말 안통하는 시대…진정성이 중요”

•   이데일리:[단독]해고위기 기업 구명줄 고용유지지원금, 내년엔 3분의 1 토막

•   이데일리:내달 DSR 강화에...서둘러 문턱 높이는 은행들

•   이데일리:[현장에서]변동금리 대출 '영끌족' 위험하다

•   이데일리:원자재 가격 급등에…가전업계 하반기 프로모션 축소되나

•   이데일리:다가오는 대선과 부동산 정책…건설株, 모멘텀 더해지나

•   이데일리:"분양가 더 받을래"…아파트 후분양으로 턴하는 건설사들

•   연합:오늘 600명 안팎…7월 새 거리두기 앞두고 '델타 변이' 확산 우려

•   연합:델타 변이 확산에 전문가 "국내 우세종 가능…유행규모 커질 수도"

•   연합인포맥스:[하반기 크레디트①] 회사채 약세 불가피…기업 실적개선 주목

•   연합인포맥스:[하반기 크레디트②] 여전채 약세 무드…비워낸 포지션이 변수

•   더구루:[단독] 한수원, 1000MW급 원자로 유럽 승인 신청…체코 원전 수주 총력전

•   더구루:SK 투자 '신의한수'…플러그파워 실적 가속페달

•   전자신문:'반도체' 끌고 '가전' 밀고, 삼성-LG 2분기 실적 기대감↑

•   전자신문:[이슈분석] '종합반도체 강국' 비전 실현할 사람이 없다

•   로봇신문:중국 산업용 로봇, 5월 생산량 지난해比 50.1%↑

[Opinions]

•   Project Syndicate(James K. Galbraith):The G7 Vaccine Charade

•   Project Syndicate(Richard Haass):Taming the New Wild West

•   Project Syndicate(Michael J. Boskin):Beware America’s Soaring Public Debt

•   Project Syndicate(Jim O’Neill):The Chinese Economy’s Great Wall

•   Project Syndicate(Andrew Sheng, Xiao Geng):Accommodating China Is Unavoidable

•   FT(Editorial Board):Apple Daily case is assault on Hong Kong’s freedoms

•   FT(Editorial Board):A blueprint for central bank digital currencies

•   FT(Tony Barber):Catalonia pardons are a gamble that Spain’s divisions can be settled

•   FT(Robert Armstrong):Inflation, made in China

•   FT(Rishabh Bhandari):Downward spiral in liquidity is leading to more market shocks

•   FT(Claire Jones, Izabella Kaminska):CBDCs now seem a matter of when not if

•   WSJ(Editorial Board):More Hidden Costs in the Fight for $15

•   WSJ(Editorial Board):A Bipartisan Missile Buildup

•   WSJ(James Freeman):Sanders Plan: Tax Republicans

•   NYT(Thomas B. Edsall):Is Education No Longer the ‘Great Equalizer’?

•   NYT(Kunal Kamra):Thanks to Modi, India Had a ‘State Orchestrated Covid Massacre’

•   NYT(Brian Highsmith): The Republican Infrastructure Plan Is a Tax of a Different Kind

•   NYT(Steven Levitsky, Alberto Vergara): After a Fraught Election, Peru’s Democracy is Hanging By a Thread

•   WP(Editorial Board):The delta variant spells trouble. The best way to counter it is vaccines.

•   WP(Henry Olsen):Right-wing populism may not be thriving in Latin America. But left-wing populism is.

•   WP(Leana S. Wen):The benefits of vaccination in young adults far outweigh the risks, including for myocarditis

•   Bloomberg(Conor Sen):Americans Are On the Cusp of Another Borrowing Binge

•   Bloomberg(Noah Smith):The Economics of Higher Education Are Only Getting Worse

•   Bloomberg(John Authers):Stocks Decide Powell's Hawkish Sound and Fury Signified Nothing

•   Bloomberg(Matthew A. Winkler):Brexit Five Years After Referendum Shows No Gain, Just Pain

•   Bloomberg(Noah Feldman):Fannie-Freddie Investors Have Glimmer of Hope

•   Bloomberg(Tim Culpan):How GlobalFoundries May Go From Forgotten to Savior of the Chip Shortage

•   Bloomberg(Scott Duke Kominers):Is the Covid-19 Pandemic Over? Don’t Be So Confident

•   MarketWatch(Peter Morici): Powell and the Fed are enabling the Biden inflation

•   Nikkei Asia(William Pesek):A taper tantrum to end them all?

•   매경(사설):680억원 허공에 날린 서울시 미니태양광 사업 누가 책임지나

•   매경(손현덕):요즘 인기폭발인 그녀석 수소가 편지를 보냈네요 [Big Picture]

•   한경(이지훈):결국 국민이 낼 돈…전기료 언제까지 동결하나

•   한경(한상춘):델타변이 예방 효과, 1차 접종 33%, 2차 완료 땐 60%·88%

•   서경(사설):태양광 이어 LNG 발전도 외국 회사 잔치판으로 만드나

•   서경(양철민):에너지차관 신설, 시간이 없다

•   서경(현정택):미중 갈등, 원칙 정해 대응하라

•   동아(사설):[사설]장마철 앞두고 작년 피해 복구도 안 한 산지 태양광 시설