Business Intelligence Monitor 210625

(Introduction)

[Markets]

•   Global:Global shares gain as infrastructure spending, jobs data boost

•   US:Caterpillar, Steelmakers Gain as Biden Deal Ups Demand View

•   Metals:Copper prices slip on U.S. inflation jitters

•   Grains:U.S. soybean futures fall after rain; corn, wheat mixed

•   한국:코스피 사상 최고치 3,286 마감…삼성전자·하이닉스↑

•   한국:두산그룹주 맥 못 춰, 두산중공업 5%대 두산인프라코어 4%대 하락

[Indicators]

•   US Q1 GDP(final):US economy grows 6.4% in Q1, and it's likely just the start

•   US May Goods trade balance:U.S. Goods-Trade Gap Widens More Than Forecast as Imports Rise

※   WSJ:Numbers Ain’t What They Used to Be in Turbulent U.S. Economy

•   US May Durable goods orders:U.S. Durable Goods Orders Jump in May on Planes, Transportation

•   US Weekly Jobless claims:Downward U.S. Jobless Claims Trend Stalls Out

•   Germany Jun. Ifo business climate:German business morale shakes off coronavirus crisis to hit 2-1/2 year high

•   UK Benchmark rate:Bank of England says inflation likely to rise above 3%

※   BoE:Bank Rate maintained at 0.1% - June 2021

•   Brazil Jun. Consumer confidence:Brazil's consumer confidence rises to 7-month high in June

•   Mexico Benchmark rate:Mexico’s Central Bank Stuns Economists With Key Rate Hike

•   Philippines Benchmark rate:Philippines Central Bank Leaves Rate Unchanged at Record Low

•   한국 1분기 건설공사 계약액:1분기 건설공사 계약액 66조원…작년 동기대비 15% 증가

•   한국 6월 BSI·ESI:원자재값 상승 등에 기업 체감경기 두 달째 '제자리'

•   한국 7월(한경연):한경연 "기업체감경기 호조세 주춤…원자재·부품수급 차질 탓"

•   한국 주간 아파트 가격(부동산원):부동산 급등열차 GTX 거침없네…수도권 아파트값 상승률 9년래 최고

[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:Biden, Senators Agree to $1 Trillion Infrastructure Plan

※   White House:FACT SHEET: President Biden Announces Support for the Bipartisan Infrastructure Framework

•   WSJ:What’s in the Bipartisan Infrastructure Plan?

•   WSJ:Infrastructure Deal Tests Whether Bipartisanship Can Survive

•   WSJ:Biden to Deter Forced Labor With Ban on China’s Solar-Panel Materials

※   White House:FACT SHEET: New U.S. Government Actions on Forced Labor in Xinjiang

•   WSJ:Why the U.S.-China Aircraft Rivalry Is More Complicated Than It Seems

•   WSJ:CDC Extends Federal Eviction Moratorium Through July

•   WSJ:Congress Ends Trump-Era Rule Giving Leeway to Payday Lenders

•   WSJ:Managing Joe Manchin: How Chuck Schumer Tries to Keep Democrats United

•   WSJ:A Covid-19 Silver Lining in Latin America: Millions of New Bank Accounts

•   WSJ:U.S. Considers a Plan to Relocate Afghans Who Aided U.S. During War

•   WSJ:U.S. Offers Afghanistan 3 Million J&J Covid-19 Vaccine Doses

•   WSJ:Apple Daily Exits Hong Kong, Telling Readers ‘Until We Meet Again’

※   Biden said that “Beijing must stop targeting the independent press and release the journalists and media executives"

•   WSJ:Japan’s Emperor Is Concerned About Coronavirus Spread at Olympics, Aide Says

•   WSJ:Emergency Landing for China’s Flying Pig Prices

•   WSJ:Canada Resists Opening U.S. Border as Covid-19 Vaccinations Ramp Up

•   WSJ:Fed Gives Big Banks Clean Bill of Health in Latest Stress Test

•   WSJ:Environmental Investing Frenzy Stretches Meaning of ‘Green’

•   WSJ:Google, Facebook, Amazon Among Those Set to Fight House Big Tech Antitrust Package

•   WSJ:Teamsters Union Votes to Help Organize Amazon Workers

•   WSJ:Microsoft Launches Windows 11 in a Reboot for the App-Economy Age

•   WSJ:Windows 11: A Guide to Microsoft’s Next Big Release

•   WSJ:App Taps Unwitting Users Abroad to Gather Open-Source Intelligence

•   WSJ:Google Delays Removal of Cookies to Late 2023

•   NYT:Antitrust Overhaul Passes Its First Tests. Now, the Hard Parts.

•   NYT:Nancy Pelosi said she would create a select committee to investigate the Jan. 6 Capitol attack.

•   NYT:Months into the pandemic, the U.S. had six times as many cases as reported, an N.I.H. study finds.

•   NYT:Iran Atomic Agency Says It Thwarted Attack on a Facility

•   NYT:Unauthorized Settlement Creates Stress Test for Israel’s New Government

•   NYT:Israel, a world leader in fighting the virus, grapples with a new outbreak.

•   NYT:This Is the Plan to Rescue Poor Countries From the Pandemic

•   NYT:Brazil Passes 500,000 Covid Deaths, a Tragedy With No Sign of Letup

•   NYT:The Internet Eats Up Less Energy Than You Might Think

•   WP:99 people unaccounted for in Miami-Dade condo collapse

•   WP:House panel backs 2.7 percent pay raise for federal workers

•   WP:Even the world’s most successful vaccination programs are hitting hurdles

•   WP:Records crumble in Europe, Russia amid scorching heat wave

•   FT:EU leaders clash over German-French push for Putin summit

•   FT:EU summit hijacked by Franco-German gambit on Russia

•   FT:The EU’s distracting game of governmental musical chairs

•   FT:UK failing to match climate rhetoric with action, adviser warns

•   FT:‘Prada socialist’ turned centrist wields power over Biden’s agenda

•   FT:Modi meets Kashmir leaders 2 years after revoking region’s autonomy

•   FT:South Africa rejects power ships on environmental grounds

•   FT:Why Mexico’s latest energy rule is likely to see a court challenge

•   FT:Top commodity traders pile into the energy transition

•   FT:Siemens jolted by global supply chain ‘rollercoaster’

•   FT:Russian supply curbs exacerbate squeeze on European gas market

•   FT:Chinese port company warns Australian review raises sovereign risk

•   FT:The tyranny of spreadsheets

•   Bloomberg:Global Investment Is Becoming Less Reliant on China, Citi Says

•   Bloomberg:Used-Car Prices Are Poised to Peak in U.S. After Pandemic Surge

•   Bloomberg:Biden Trade Picks Pledge Work With Allies to Compete With China

•   Bloomberg:Biden Says He’ll Raise Pressure on Voting Rights Restrictions

•   Bloomberg:Anti-Trump Republicans Launch New Group to Impact Midterms

•   Bloomberg:ECB’s Schnabel Warns Governments Not to End Crisis Support Early

•   Bloomberg:Merkel, Macron Back Travel Curbs, Scold Greece for Lax Rules

•   Bloomberg:Public Spending Offers Way Out of Low Inflation, ECB Study Shows

•   Bloomberg:U.K. Says Equivalence With EU Unlikely in All Areas of Finance

•   Bloomberg:EU Hits Belarus With Sanctions on Potash, Petroleum Goods

•   Bloomberg:Southeast Asia Faces Long Road Back to Previous Growth: Survey

•   Bloomberg:U.S. Negotiators Prepare for Return to Iran Nuclear Talks

•   Bloomberg:Singapore Plans Road Map to Reopening, Tied to Vaccinations

•   Bloomberg:Easing India Lockdowns on Cases Rather Than Vaccines Seen Risky

•   Bloomberg:China’s PBOC Leads the Fed in Weaning the Economy Off Stimulus

•   Bloomberg:Japan Sees China-Taiwan Friction as Threat to Its Security

•   Bloomberg:UAE Eyes First Net Zero by 2050 Goal Among Major Petrostates

•   Bloomberg:Argentina Loses Emerging Market Status on FX Controls

•   Bloomberg:Record Vaccinations May Not Stop a Deadly Third Wave in India

•   Bloomberg:India Again Urges OPEC+ to Boost Oil Supply Amid Price Concern

•   Bloomberg:S. African Economic Hub’s Third Wave Peak Expected in Early July

•   Bloomberg:Beta Behind Surge in Most Vaccinated Nation, Seychelles

•   Bloomberg:China May Open Up to More Foreign Cotton After Xinjiang Ban

•   Bloomberg:China Boosts Short-Term Cash Injection to Ease Liquidity Worries

•   Bloomberg:Thai Hospitals at Capacity as Covid Tally Highest Since May 30

•   Bloomberg:A $1.5 Trillion Milestone Looms in Second-Biggest ETF Market

•   Bloomberg:Bond Market Warns Wall Street’s Rosy Forecasts Are All Wrong

•   Bloomberg:Hyun Song Shin on CBDCs and the Future of Central Banking

•   Bloomberg:Ride-Hailing Giant Didi Seeks Up to $4 Billion in U.S. IPO

•   Bloomberg:OPEC+ Weighs Cautious Supply Hike as Market Begs for Barrels

•   Bloomberg:U.S. Propane Prices Are Skyrocketing in a Rare Summer Rally

•   Bloomberg:Russia Plans Export Aluminum, Nickel Tax to Fight Inflation

•   Bloomberg:The Pandemic’s Supply Shocks Go Far Beyond Empty Store Shelves

•   Bloomberg:Boris Johnson Told Lack of Climate Action Puts COP26 in Jeopardy

•   Bloomberg:Here’s How the EU Could Tax Carbon Around the World: QuickTake

•   Bloomberg:EU Carbon Market Reform Set to Include One-Off Emissions Cap Cut

•   Bloomberg:Asia’s Richest Man Plans a $10 Billion Push Into Green Energy

•   Bloomberg:Historic Drought Slams Entire Western U.S. as Wildfire Season Looms

•   Bloomberg:Italy To Spend More Than $1 Million For Special Climate Envoy

•   Bloomberg:India’s Coal-Dominated Power Market Is Tilting Toward Solar

•   Bloomberg:Electric Shocks Await Europe’s Oil Refiners Emerging From Covid

•   Bloomberg:A Mining Startup's Rush for Underwater Metals Comes With Deep Risks

•   Reuters:IMF says discussions with El Salvador are ongoing, bitcoin concern persists

※   IMF:Transcript of IMF Press Briefing

•   Reuters:U.S. may rethink Iran approach if no deal in foreseeable future

•   Reuters:Pfizer says COVID vaccine is highly effective against Delta variant

•   Reuters:EXCLUSIVE WHO estimates COVID-19 boosters needed yearly for most vulnerable

•   Reuters:Fed officials say employment is down significantly, businesses reluctant to hire

•   Reuters:U.S. trade nominee urges 'robust monitoring' of aircraft subsidy truce with EU

•   Reuters:Survey shows more U.S. stimulus money invested, day trading widespread

•   Reuters:EU tries again to strike deal on greener farming subsidies

•   Reuters:German economy minister: EU, U.S. can resolve differences over steel and aluminum tariffs by end of year

•   Reuters:Germany to give all willing a first COVID shot by end July, early Aug - minister

•   Reuters:EU leaders to commit to finishing banking union ... one day

•   Reuters:Brazil cenbank ups 2021 GDP growth forecast to 4.6%

•   Reuters:China says it will take necessary measures to safeguard Chinese firms' interests

•   Reuters:Chile's decades-old mining deals may hinder bid to lift copper royalties

•   Reuters:Indonesia drawing plans to restrict nickel pig iron, ferronickel smelters

•   AP:Nearly all COVID deaths in US are now among unvaccinated

•   CNBC:Biden says more Americans will die as delta variant spreads: 'You know it's going to happen'

•   CNBC:Covid is deadlier this year than all of 2020. Why do Americans think it's over?

•   CNBC:Asia may be first in, last out of the Covid pandemic, says travel services firm

•   CNBC:The Fed doesn’t need to worry about the hot housing market right now, Jim Cramer says

•   CNBC:Amazon’s Prime Day sales were ‘soft’ compared with last year, Bank of America says

•   MarketWatch:Infrastructure and the stock market — here’s what the $1 trillion deal means

•   SCMP:China belt and road ‘not ideological’ foreign minister tells conference

•   SCMP:Exclusive | In windfall for Xinjiang, huge US mutual funds invest millions in its companies

•   SCMP:Chinese firms see more stable business environment in US despite tensions, survey says

•   SCMP:US advanced computing has ‘shrunk to alarming state’ compared to China’s, warns defence contractor

•   SCMP:China ‘unlikely’ to try taking Taiwan in next two years: US general

•   Caixin:Huawei Vows to Keep Fighting After Swedish Court Upholds 5G Ban

•   Nikkei Asia:Delta variants create roadblock on Asia's path toward normalcy

•   Nikkei Asia:Japan tax revenue grows in fiscal 2020 despite pandemic

•   Nikkei Asia:Japan Material tackles chip crunch by starting its own staffing agency

•   Nikkei Asia:EV price war to heat up as Mitsubishi readies sub-$18,000 car

•   Nikkei Asia:Taiwan chip company warns of rebound from rush to expand capacity

•   Mainichi:Japan gov't keeps economic view in June with reduced virus risk

•   Economic Times:CEA expects food inflation to ease with unlock, good monsoon

•   Economic Times:S&P cuts India's FY22 growth projection to 9.5% over gradual recovery pace

•   Economic Times:Top 10 states’ FY22 revenue to exceed pre-Covid levels

•   DIGITIMES:TSMC 6nm process attracts orders for 5G APs

•   DIGITIMES:Foxconn plowing deeper into semiconductor and EV

•   Robot Report:Softbank Robotics Europe cutting workforce 40% in shake-up

•   Dronelife:Drone Market Share: What’s Changed in the Race Between DJI, Autel, and Skydio?

•   매경(P1):공정위, 삼성에 2349억원 과징금

•   매경(P1):52시간제 中企 임금 지원…2년동안 최대 月120만원

※   기재부:제39차 비상경제 중앙대책본부 회의 개최

•   매경:김부겸 총리 "5인미만 사업장도 대체공휴일 혜택 검토"

•   매경:"오려는 사람이 없는데 채용해야 돈준다고?"…영세中企 한숨만

•   매경(P1):씨마른 매물에 아파트 경매도 광풍…낙찰가 실거래가보다 높은 곳도

•   매경:"상폐 연기하니 29배 폭등…이 시장이 정상입니까?"

•   매경:中백신 접종국가 확진 속출하는데 국내 입국때 '격리면제' 괜찮나요?

•   매경:"전파력 강한 델타변이, 국내 확산도 시간문제"…정부, 부스터샷 검토나서

•   매경:중국식 사회주의로 G2 올랐지만…더 짙어진 불평등·인권 그늘 [글로벌 이슈 plus]

•   매경:인구 6.5%인 9200만명이 공산당원…500만개 거미줄 조직으로 국가 장악 [글로벌 이슈 plus]

•   매경:8·4대책 공중분해 위기…과천 태릉이어 서울의료원 주민도 반발

•   매경:현대차, 英드론업체와 UAM 사업 확장

•   매경:국민 10명중 6명 "올 하반기 집값 오를 것"

•   매경:헌재 "타다 금지법, 합헌"…택시업계의 손 들어줬다

•   매경:[株머니 주요산업 증시기상도] 15개국 전기차 판매 급증…2차전지株 '대박' 예고

•   한경(P1):"연내 금리인상 필요"…굳히는 이주열 총재

※   한국은행:[보도자료] 물가안정목표 운영상황 점검

•   한경:이주열 "금리 한두 번 올려도 완화적"…내년에도 추가 인상 예고

•   한경(P1):신세계, 3.4조원 들여 이베이 품었다

•   한경:정용진의 결단…신세계, 온·오프 통합 1위로

•   한경:"인수후보 나올때까지 기다린다"…몸값 2조 요기요 매각 '빨간불'

•   한경(P1):정부도 못 말리는 지자체의 '퍼주기 복지'…꼼수 인상까지?

•   한경:코로나가 바꿨다…슬세권 '뜨고' 전통상권 '지고'

•   한경:"문재인 정부 복지정책은 C학점"

•   한경:"한국 D램 반도체를 '안보 방패'로 삼자"

•   한경:"4년 뒤 반도체 시장 20%가 AI용…'메모리 강자' 한국에 기회"

•   한경:"산업용 AI 잘 쓰면 반도체서만 100조 이익"

•   한경:"조합원자격 제한, 압구정·목동 등 선별 적용"

•   한경:"LG에 뒤통수 제대로 맞았다"…삼성전자 '긴급 회의'

•   서경(P1):[단독] 가구 아닌 1인당 25만원···소득 하위 80% 선별지급

•   서경:5인 가구 125만원 받아···1인 가구는 작년보다 줄어 불만 나올듯

•   서경:600만원 vs 700만원···소상공인 지원금 막판 줄다리기

•   서경:“카드 없는 저신용자는 어쩌라고···” 소비진작 카드 캐시백 4대 문제점은

•   서경(P1):[시그널] '금광'된 폐기물···M&A만 벌써 10건

•   서경:[시그널] 친환경 열풍 타고 폐기물업체 몸값 '천정부지'···"대기업 구애에도 안 팔아"

•   서경:'폐플라스틱 재활용' 기술 경쟁도 뜨겁다

•   서경:ESG에···'재활용 스타트업' 쑥쑥

•   서경:기재부, 경영평가 대거 오류에···공공기관 '부글'

•   서경:'노벨경제학상' 바네르지 교수 "1주택자에 과도한 세금 안돼"

•   조선(P1):“태양광, 이미 세계 4위… 50배 증설 말이 되나”

•   조선:친환경 에너지 난제… 태양광 폐패널·풍력발전 날개 재활용 어려워 골치

•   조선:태양광 확대의 역설… 국산점유율은 반토막, 일자리는 10% 줄어

•   조선:서·남해 어장 뒤덮을 풍력… 환경 평가도 없이 속도전

•   조선:[Mint] 델타 변이 코로나 확진자에 中광둥성 항구 통제되자 컨테이너 운임지수 신기록

•   조선:[Mint] 내연기관 자동차를 왜 죽이나… 기름만 ‘e퓨얼’로 바꾸면 되지

•   조선:[Mint] “30억명 게이머의 종착역은 메타버스와 클라우드”

•   조선:[Mint] 한국 화학기업 15년내 4곳만 살아남는다는데, 필요한 생존 전략은?

•   조선:[Mint] “기업들, 더 적은 돈으로 더 많이 생산하는 법 배워”… 코로나가 앞당긴 ‘로보사피엔스’ 시대

•   조선:[Mint] 재평가받는 도요타의 하이브리드 전략

•   조선비즈:“서학개미 잡아라”… 해외주식 소수점 매매 기대감에 부푼 증권사들

•   조선비즈:“OLED, TV로는 부적합” 주장하던 삼성, LG와 OLED 동맹설 나오는 이유는

•   중앙:상의 “기업 생태계 혁신법안 73% 표류 중”

•   동아:mRNA백신 자체개발 시동… 핵심 기술 ‘지질나노입자’ 확보가 관건

•   동아:2만년 전에도 한반도에 코로나가 왔었다고?

•   동아:돈줄 마르는 석유-석탄업계… ‘ESG 변신’ 안간힘

•   동아:[단독]반도체 이어 ‘K배터리 전략’ 내달 8일 나온다

•   문화(P1):2학기 대면수업 단계적 확대… 대학생 접종속도 높인다

•   문화:생필품값 줄줄이 급등… 1년새 290개 품목 올랐다

•   세계:경총 “산재 예방, 기업 자율관리에 맡겨야”

•   경향:여야 모두 ‘경선 참여’ 러브콜…김동연은 “편 나누는 게 문제”

•   머니투데이(P1):노인 차별'이라고 정년 없앤 美·英...우리도 차별금지법 생기면?

•   머니투데이:하버드학파가 본 집값대책 "견고한 공급계획 보여줘야..하지만 허술"

•   머니투데이:온실가스 사후감축' 유일한 방안 CCUS, 국내 선두기업은?

•   머니투데이:ESG경영 속도 내는 두산인프라코어...관련 사업도 박차

•   MTN:[단독] 현대차 노조, 다음달 6~7일 파업 찬반투표 돌입 - 머니투데이방송

•   더벨:금융당국, 간판만 ESG펀드 '경고장' 꺼내들었다

•   헤럴드경제(P1):“대변환의 시대...변화 선도하는 ‘새로운 금융’으로” [헤럴드 금융포럼 2021]

•   파이낸셜뉴스(P1):"위기때 빛난 한국 디지털산업, 경제·일자리의 핵심 될 것" [제12회 퓨처 ICT 포럼]

•   파이낸셜뉴스(P1):"최저임금 1만800원" 勞, 24% 인상 요구

•   파이낸셜뉴스:최저임금 인상 요인? 아무리 봐도 없다

•   파이낸셜뉴스:"임금 24% 올려달라니… 경영하지말란 것" 충격 받은 中企 [노동계, 내년 최저임금 1만800원 요구]

•   파이낸셜뉴스:갤S21 FE 10월 美·유럽서만 출시

•   아시아경제(P1):"우리도 배터리 직접 만들자" 노조 요구에…사측은 난감

•   아시아경제(P1):美 타임지 표지 文대통령, "북핵 시간이 별로 없다"

※   Time:Moon Jae-in's Final Attempt to Heal South Korea

•   아시아경제:[단독]금융위 반발에 기재부 '사상 최초' 추경 사업 집행

•   디지털타임스(P1):美관세폭탄 맞은 타이어… 노조는 "공장 해외이전 안돼"

•   디지털타임스:노바백스 사용허가 지체… 국내수급 차질 우려

•   이데일리(P1):[ESF 2021]“자본주의 대전환 시대, ESG 브랜드를 선점하라”

•   이데일리:[ESF 2021]“소비자가 ESG기업에 투자해야 변화 이끌어낼 수 있어”

•   이데일리:[ESF 2021]ESG 흐름에서 기회 찾은 기업들 "정부 리더십 필요"

•   이데일리:[ESF 2021] "지속가능사회 정부 역할 중요…ESG `규제 일변도` 안돼"

•   이데일리:[ESF 2021]우태희 대한상의 부회장 "폐업 직전 아니라면 ESG 하라"

•   이데일리:[ESF 2021]‘월가 천재’ 틸먼 “ESG는 경쟁력…코로나가 기회”

•   이데일리:[ESF 2021]"ESG 기업 대응, 점수 보다 정책·실행 관점 필요"

•   이데일리:[ESF 2021]ESG 안 지키면 주식 다 판다…은행 대출도 힘들어

•   이데일리:유가 100달러 전망까지…정유사도 실적 회복할까

•   연합:오늘도 600명 안팎, 수도권 중심 확산…'델타변이' 등 변수 산적

•   연합:"80% 이상 효율로 시간당 수소 300ｇ 생산" 수전해 장치 개발

•   e대한경제:설 익은 안전규제 봇물… 건설 업계 ‘몸살’

•   e대한경제:두산중공업 ‘포항 영일만항 해경부두 축조공사’ 수주 유력

•   더구루:두산밥캣, 美공장 증설 이어 대규모 인력 채용

•   테크월드:현대∙두산 총수 일가 ‘오너=의장’ 언제까지

•   에너지경제:전기료 잇단 동결 한전에 이번에도 '희망고문'?…KBS, TV 수신료 인상 추진

•   에너지경제:신재생E 업계, 연간 2조 규모 인증서 거래 시장 룰 개편 앞두고 각축전

•   에너지경제:한전·발전사, 블루수소·탄소소재 생산기술 개발 착수

•   전자신문(P1):현대차, 마카롱 택시 타고 모빌리티 속도낸다

•   전자신문(P1):내년 국가 R&D 예산 30조 육박...전략기술 투자 확대

•   전자신문:[국제]MWC 2021 주요기업 불참 속 28일 개막... 일론 머스크 키노트 연설

•   디지털데일리:'내년 출시' 아이폰 가격↓…고급형·보급형 구분

•   로봇신문:한국로봇산업협회, "로봇 SI 기업 발전과 협력방안 논의"

•   로봇신문:협동로봇 기업 뉴로메카, 과기부 2021년도 ‘우수기업연구소’에 선정돼

[Opinions]

•   Project Syndicate(Francis Fukuyama, Luis Felipe López-Calva):Pandemics and Political Performance

•   Project Syndicate(Kaushik Basu):Three Warnings for Emerging Economies

•   Project Syndicate(Paola Subacchi):In Bitcoin We Trust?

•   FT(Editorial Board):A regional poll shakes up France’s presidential race

•   FT(Philip Stephens):After Merkel, Germany must admit the return of history

•   FT(Gillian Tett):A contest to control crypto is under way

•   FT(Edward Luce):West risks retreating into Covid limbo

•   FT(Martin Sandbu):The arrival of digital currencies is getting closer

•   FT(Richard Waters):How 2021 became a year for Big Tech’s record books

•   FT(John Thornhill):Sociology not technology will decide the electric car race

•   FT(Simon Kuper):Good things happen when governments work from home

•   FT(Jumana Saleheen):There is nothing ‘super’ about this commodities cycle

•   FT(Lex):Siemens: revving up new engines for growth

•   FT(Lex):Carbon border tax: laudable aim, little revenue

•   FT(Lex):Coal: fossil fuel is burning bright despite renewable energy drive

•   WSJ(Editorial Board):Disaster Looms in Afghanistan

•   WSJ(Sadanand Dhume):India’s Covid Curve Could Raise the World’s

•   NYT(Nicholas Kristof): The Biggest Threat to America Is America Itself

•   WP(Editorial Board):Doubts about China’s transparency on the pandemic origins are piling up

•   WP(Editorial Board):Biden says he is testing Putin. The answer will come in Syria.

•   WP(Henry Olsen):The U.S. can’t save Hong Kong. But it must keep the spirit of freedom alive.

•   Bloomberg(Bill Dudley):The Fed’s Interest-Rate Target Is Obsolete

•   Bloomberg(Noah Smith):Automation Is a Race the U.S. Can’t Afford to Lose

•   Bloomberg(Leonid Bershidsky):Putin Trolls Europe With False Die Zeit Tale of Cooperation and Friendship

•   Bloomberg(Pankaj Mishra):Should India Be Included in Biden's Democracy Alliance?

•   Bloomberg(Sam Fazeli):Is Covid’s Impact on the Brain as Alarming as It Sounds?

•   Nikkei Asia(Hiroyuki Akita):Time for Japan to concede South Korea has better defense strategy

•   매경(사설):신한울 1호기 가동 요청한다는 金총리 3·4호기 공사도 재개하라

•   매경(조환익):한미 원전 동맹의 성공 조건

•   한경(사설):총리도 "신한울 1호기 가동 요청"…탈원전 전면 재검토하라

•   한경(이심기):공정위의 무소불위

※   최근 논란이 되고 있는 두산그룹에 대한 계열사 부당지원 조사 건이 단적인 예

•   서경(사설):중·러에서 전기 수입?··· 에너지 안보는 생각 안하나

•   조선(사설):태양광·풍력을 지금보다 30배 늘리겠다니 온전한 정신인가

•   문화(사설):급기야 中·러 전기 수입 방안까지 나온 매국적 탈원전

•   세계(사설):탈원전 고수하면서 ‘2050 탄소중립’ 가능하겠나

•   헤럴드경제(곽지혜):탄소중립과 ESG 경영

•   디지털타임스(이광빈):중국·비트코인 파고드는 `탄소중립`