Business Intelligence Monitor 210713

(Introduction)

[Markets]

•   Global: Stocks hit record; U.S. Treasury yields hover above 5-month lows

•   US: HP Falls 4.7%, Most in 6 Weeks, on Prospect of Slower PC Demand

•   Metals: China demand worries knock copper market sentiment

•   Grains: Wheat futures rally after U.S. slashes spring harvest estimate

•   한국: 코스피, 나흘 만에 반등…3,240대 회복

•   한국: 두산그룹주 힘받아, 두산 4%대 두산퓨얼셀 두산밥캣 2%대 올라

[Indicators]

•   OECD CLI: Pace of Recovery Rises in the World’s Leading Economies: Chart

•   US Jun. Consumer inflation expectations: NY Fed Survey: June Year-Ahead Expected Inflation Rate Hits Highest Mark Since 2013

•   Japan May Machinery orders: Japan's May machinery orders rise 7.8%, up for third month in a row

•   Japan Jun. PPI: Japan June wholesale prices jump 5.0% on rising commodities

•   India Jun. CPI: Inflation moderates slightly to 6.26% in June, better than estimates

•   India Jun. Industrial production: IIP in May rises 29.3% owing to the low base effect

•   한국 6월 고용행정통계: 고용보험 가입자 46만 증가…실업급여는 5개월째 1조원대

•   한국 7월 1~10일 수출: 7월 1∼10일 수출 14.1%↑…일평균 기준 21.2%↑

[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: FDA Plans to Warn J&J Covid-19 Vaccine Raises Risk of Rare Neurological Condition

•   WSJ: Democrats Hone Price Tag for Climate and Antipoverty Package

•   WSJ: Inflation Threat May Be Boosted by Reversal of Long-Term Forces

•   WSJ: Governments World-Wide Gorge on Record Debt, Testing New Limits

•   WSJ: Fed’s Williams Says He Doesn’t Yet See Case To Slow Fed Bond Buying

•   WSJ: Fed’s Barkin Says Labor Market Hasn’t Healed Enough to Taper Bond Buying

•   WSJ: Trump Organization CFO Removed as Officer of Subsidiaries, Records Show

•   WSJ: China’s Monetary Policy Slips a Gear Into Neutral

•   WSJ: Cuba Cracks Down on Protests Amid Worst Economic Crisis in Decades

※   White House: Statement by President Joseph R. Biden, Jr. on Protests in Cuba | The White House

•   WSJ: What Is Happening in Cuba? Protests Grow Against the Communist Regime

•   WSJ: Cuba’s Unrest Frames World’s Big Struggle: Dictators vs. Democracies

•   WSJ: South Africa Deploys Army to Contain Unrest Over Former President Zuma’s Arrest

•   WSJ: Israel Begins Pfizer Booster Shots for At-Risk Adults as Delta Cases Rise

•   WSJ: New Coronavirus Variants Seen as Too Contagious for Hotel Quarantines

•   WSJ: How to Solve the Mystery of Falling Bond Yields

•   WSJ: Wave of Bullish Oil Bets Drives Big Price Moves

•   WSJ: Governments Want to Cash In on Miners’ Ballooning Profits

•   WSJ: Finance Chiefs Weigh the Impact, and the Odds, of a Global Minimum Tax

•   WSJ: Huawei Settles Two Patent Lawsuits It Filed Against Verizon

•   WSJ: How Big Can Renewable Energy Get in the Next 10 Years?

•   WSJ: Should the U.S. Offer Tax Credits to Promote Renewable Energy?

•   WSJ: Clean Energy Faces the Same Problem as Fossil Fuels: Community Protests

•   WSJ: Less-Loved Solar Technology Gets Moment in the Sun

•   WSJ: Should I Go Solar Now? Here’s What Homeowners Should Consider

•   WSJ: Chip Shortage’s Latest Toll: A Shortage of Work Trucks

•   WSJ: Clues to Covid-19’s Origins Include Anonymous Skin Sample in Italy

•   WSJ: The Uneven Odds for Promotions With Hybrid Work

•   NYT: The Rationing of a Last-Resort Covid Treatment

•   NYT: Thailand will give health workers a mix of Chinese and Western vaccines.

•   NYT: South Asian migrant workers are stranded as they wait for vaccines.

•   NYT: TikTok’s Chinese Owner Put IPO on Hold After Warning

•   NYT: Musk Jabs at Opposing Counsel in Court Defense of Tesla’s SolarCity Purchase

•   NYT: Broadcom in Talks to Buy Software Firm SAS

•   WP: Top U.S. commander in Afghanistan steps down, marking a symbolic end to 20 years of war

•   WP: European Union’s top antitrust enforcer calls for greater global alignment on tech regulation

•   FT: ECB braced for split on implementing new strategy, Lagarde warns

•   FT: Spread of Delta variant casts shadow over Europe’s economic rebound

•   FT: Macron makes vaccines compulsory for care workers

※   restrict access to cafés, restaurants and other venues

•   FT: Johnson shifts Covid onus on to companies and individuals

•   FT: Commodities dented by worries over Delta variant and China’s economy

•   FT: German climate group challenges ‘establishment’ Greens

•   FT: EU’s green policy bonanza marks start of painful negotiations

•   FT: Johnson faces fresh clash with MPs over cuts to UK aid budget

•   FT: Scientists expect up to 2,000 daily Covid cases in England’s hospitals post-curbs

•   FT: Scientists warn English sports test events risk further Covid outbreaks

•   FT: The political whims driving the UK’s actions on trade

•   FT: US and Russia pledge to ‘move together’ against climate change

•   FT: Pandemic and higher food prices fuel sharp rise in global hunger

•   FT: Haiti police arrest émigré over presidential assassination

•   FT: Brazil’s Covid wave hits pregnant women especially hard

•   FT: Poland throws down gauntlet to EU legal order

•   FT: ‘We live in a new era’: the next generation of Palestinian activists

•   FT: Historic trend reverses as ETF fees head higher

•   FT: Private equity and the raid on corporate Britain

•   FT: Musk has ‘mesmerised’ UK over electric power, says JCB chair

•   Bloomberg: Global Vaccine Effort Leans on China to Overcome Setbacks

•   Bloomberg: Yellen Looks to Revive U.S.-EU Ties in Facing Down China, Russia

•   Bloomberg: Covid-19 Cases Rising in New York City

•   Bloomberg: Virus Restrictions Across Asia Threaten Recovery in Oil Demand

•   Bloomberg: Senate Democrats Split on Spending Bill as Biden Meets Sanders

•   Bloomberg: Biden Faces Fresh Voting-Rights Pressure With Texas Showdown

•   Bloomberg: Evictions Are a Part of Housing Discrimination

•   Bloomberg: ECB Could Use Tools to Rein In Excessive Dividends, Delgado Says

•   Bloomberg: U.K.’s $1.3 Trillion Covid Wealth Gain Went Mostly to the Rich

•   Bloomberg: Merkel Says Gas Must Flow Through Ukraine After Pipeline Built

•   Bloomberg: France Pushes Back Against EU Banning Combustion Cars by 2035

•   Bloomberg: South Korea’s Harvard-Taught Political Boss Rips China ‘Cruelty’

※   Seoul needs to fight “enemies of democracy,” Lee Jun-seok says

•   Bloomberg: After China’s Surprise Bank Reserve Ratio Cut, Analysts Look for More Support Signs

•   Bloomberg: Fish Talks to Test WTO’s Will to Agree on Something, Anything

•   Bloomberg: EU Gives Pandemic Aid to Iran as Nuclear Deal Talks Still Stuck

•   Bloomberg: Modi Adviser Favors Putting Budget Gap Concerns on Backburner

•   Bloomberg: Singapore Virus Cases at 2-Week High Just as Dine-In Curbs Ease

•   Bloomberg: BOJ Expected to Offer Interest on Green Loans, Tweak Growth View

•   Bloomberg: Malaysia to Cut 2021 GDP Growth Outlook, Likely Close to 4%

•   Bloomberg: Myanmar Claims Fraud in Nearly One-Third of 2020 Election Votes

•   Bloomberg: Bond Market Junks ‘New Paradigm’ Talk, Frets About Too-Tight Fed

•   Bloomberg: Biden’s Pension Rescue Seen as Bigger Help for Corporate Bonds

•   Bloomberg: By One Measure, Bitcoin Is One Of This Year’s Worst-Performing Asset Classes

•   Bloomberg: Oil Prices Loom Over Biden Bid to Pare Drilling Rights Sales

•   Bloomberg: OPEC+ Locks in Tight Supply for August With Stalemate Unresolved

•   Bloomberg: Lumber Wipes Out 2021 Gain With Demand Ebbing After Record Boom

•   Bloomberg: China’s Extreme Weather Warnings Avoid Talk of Climate Change

•   Bloomberg: California’s New Summer Normal: Use Less Water and Electricity

•   Bloomberg: GE Sets 2050 Goal of Zero Emissions From Jet Engines, Gas Power

•   Reuters: WHO says countries should not order COVID-19 boosters while others still need vaccines

•   Reuters: WHO warns against mixing and matching COVID vaccines

•   Reuters: Lack of COVID awareness at Euro final 'devastating' - WHO

•   Reuters: Spain's coronavirus infections keep rising, regions impose restrictions

•   Reuters: Australia's COVID-19 Delta outbreak worsens despite Sydney lockdown

•   Reuters: Italian COVID-19 vaccine shows strong immune response in mid-stage trial

•   Reuters: GAVI signs COVID-19 vaccine supply deals with Sinovac, Sinopharm for COVAX

•   Reuters: OPEC+ yet to make progress in resolving impasse, sources say

•   Reuters: U.S. says only Tehran can determine next round of nuclear talks, will not impose deadline

•   Reuters: UK corporates rush to invest as economy reopens - Deloitte

•   Reuters: ECB to discuss new guidance after inflation target tweak -Vice President

•   Reuters: Coming peak of COVID deaths in England likely lower than January - modellers

•   Reuters: Afghan special forces moved in on Taliban, only to find they had melted away

•   Reuters: No more 'Gangnam Style': S.Korea's COVID rules demand slower workout music in gyms

•   Reuters: U.S. shale oil output expected to rise 42,000 bpd in August to 7.907 million bpd -EIA

•   Reuters: Europe's climate masterplan aims to slash emissions within a decade

•   Reuters: Analysis: Big Oil keeps brakes on spending even with crude rally windfall

•   Reuters: Analysis: China's RRReminder that economies remain fragile

•   AP: Explainer: How will the virus emergency affect the Olympics?

•   CNBC: Powell charged with convincing Congress that easy policy is still needed

•   CNBC: China is injecting $150 billion into the economy — that may fuel a short-term rally, UBS says

•   CNBC: The world’s largest carbon market is set for a historic revamp. Europe’s shipowners are concerned

•   MarketWatch: The chip crunch marches on, but one sector could be in store for relief

•   Fox Business: Fed ‘binge’ created inflation ‘whirlwind’: Steve Forbes

•   Conversation: COVID: lambda variant is now in 29 countries, but what evidence do we have that it’s more dangerous?

•   SCMP: US sanctions on China will continue but Beijing ‘unlikely to escalate’ amid decoupling fears

•   SCMP: Leave or bear consequences, China warns US destroyer near disputed South China Sea islands

•   SCMP: China launches coronavirus crisis reserve with South Asian nations

•   SCMP: China ‘recession’ risk sparks ‘unease’ in economic circles, with warnings of quarterly slowdowns

•   Global Times: Export orders grow for about 40% of Chinese exporters despite challenges: MOFCOM

•   Nikkei Asia: Tokyo enters 4th COVID emergency as Olympics near

•   Nikkei Asia: Japan nears homegrown vaccine with Daiichi Sankyo Phase 3 trials

•   Nikkei Asia: Guns and jabs: Russia courts ASEAN caught between US and China

•   Economic Times: Business activity back to pre-2nd wave levels of March 2021: Report

•   Economic Times: Steep climb ahead to achieve the target of Housing for All by 2022: ICRA

•   MINING.com: Forecasts morph into reality as tech metals fundamentals heat up

•   Construction Equipment: Autonomous Excavator System Works on Various Machine Sizes

•   Industrial Vehicle Technology: Caterpillar unveils Next Generation material handlers with biodiesel capability

•   Industrial Vehicle Technology: Caterpillar launches new M320 wheeled excavator with 9% more swing torque

•   DIGITIMES: Nanya expects DRAM prices to continue rally

•   DIGITIMES: Analog IC vendors gain foundry support, eyeing record 3Q21 sales

•   Robotics & Automation News: Kuka to implement Nokia 5G SA private wireless networking

•   매경(P1): 백신 접종률 일본에도 추월 당했다…물량부족에 예약 반나절만에 중단

※   질병관리청: [보도설명자료] 연합뉴스 등, 모더나 백신 예약 일시 마감 관련

•   매경(P1): "전세값 집값 다 올려놓고"…재건축 의무거주 1년만에 백지화

•   매경: "어차피 손님도 안올텐데"…4단계 첫날 노량진 횟집 23곳 중 19곳 문 닫았다

•   매경: 벼랑 끝 내몰린 골목상권…은행 대출문턱도 높아져

※   한국은행: 금융기관 대출행태서베이 결과(2021년 2/4 동향 및 3/4분기 전망)

•   매경: 탈원전 탈석탄 외치더니…3년 뒤 LNG 900만t 부족할 판

•   매경: [단독] 홍남기, 해외수주 보증 주도권 놓고 유명희에 강한 압박

•   매경: "네이버 카카오 물렀거라"…디지털화폐 사업 승부수 던진 SK

•   매경: 지라시로 돌던 '4단계 거리두기 문건' 유포자는 금융위 사무관

•   매경: 일론 머스크가 차버린 라이다 기술…중국업계 맹렬한 추격

•   매경: 외부 사물 확인·거리 측정…양대 센서는 '레이더·라이다'

•   매경: 제조자동화 기술전 13일 개막

•   매경: 공급확대 '발등의 불'…모듈러주택 규제도 푼다

•   한경(P1): [단독] "몸값 올랐을 때 팔자"…인터파크, M&A시장 나온다

•   한경: 공연·여행 강점…또 네이버 - 카카오 격돌?

•   한경(P1): 문승욱 "반도체 공급망 허브 조성"

•   한경: 문승욱 "2050년 탄소중립 때까지 원전은 제 역할 할 것"

•   한경: 문승욱 "글로벌 공급망 재편, 위기이자 기회…전략산업 파격 지원하겠다"

•   한경: 16억 아파트는 내고, 18억 단독주택은 빠지는 '상위2% 종부세'

•   한경: 선수단 잇단 확진…프로야구도 중단한다

•   한경: '인권' 거론 美에 또 발끈한 北

•   한경: 쌍용차, 전직원 순환 무급휴업…평택공장 1교대로 전환

•   한경: 철강사 "후판값 64% 올릴 것" vs 조선사 "말도 안돼" 발끈

•   한경: 원자력안전위, 고리원전 3호기 자동정지 조사 착수

•   한경: 카카오모빌리티, 한진과 손잡고 택배 진출

•   한경: 성장성 높은 기업만 유리…특례 한도 500억으로 늘려야

•   한경: 로봇이 현관 앞에서…"똑똑, 치킨 배달왔어요"

•   한경: 반등하는 삼성전기…"전장 부품기업 변신"

•   한경: 한경비즈니스 선정 2021년 상반기 '베스트 애널리스트' …KB증권 김동원, 하나금투 박종대·이경수 '2관왕'

•   한경: 폰 안에 들어온 '디지털 인증'…빅테크·통신사 경쟁 불붙었다

•   한경: 초거대 AI경쟁, 슈퍼컴퓨터서 판가름 난다

•   한경: 야놀자·직방 "코로나 끝나도 재택근무 계속"

•   한경: 퀵서비스 뛰어든 카카오, 대리 시작한 티맵…모빌리티 경쟁 격화

•   한경: 주문부터 문서분석까지…삼성 AI 로봇비서 '브리티 RPA' 뜬다

•   한경: 데이터 분석해 맞춤 서비스 추천…CRM도 AI가 대세

•   한경: 블랙록 한국에선 어떤 기업 투자했나...3년간 지분 변동 분석

•   서경: 文정부 '부동산 실패' 꼬집은 진보 경제학계···"다주택 핀셋 규제 지속 가능성 낮아"

•   서경: 미래차 전환 막으면서 예산만 요구하는 車노조

•   서경: ‘진짜 5G’ SA 상용화 앞둔 KT, 속도논란 재연되나

•   서경: "-20℃ 유통 국산 mRNA백신, 연내 1·2상 동시진행"

•   서경: 원전株 화려한 귀환···탈원전 선언 4년전보다 최대 155% 뛰었다

•   조선(P1): 송영길·이준석, 전국민 지원금 합의에... 與도 野도 반발 터졌다

•   조선: “전국민의 80% 지급” “90%+α” “100% 주자 " 춤추는 재난지원금

•   조선: 홍남기 “자영업 손실보상금 증액 안돼”… 소상공인 “부실기업엔 수조원 쏟더니”

•   조선: 밑빠진 고용보험, 세금 1조2400억 또 투입

•   조선: “집값 비정상이라더니 분양가는 시세?” 3기 신도시 사전청약 불만 폭발

•   조선: ‘수퍼사이클’이라더니… 글로벌 반도체株 깜짝실적에도 줄하락

•   조선: 올해 삼성전자, 개미가 25조 살때 외국인 12조 팔았다

•   조선: 어째 많이 보인다 했더니… 올해 팔린 전기차 40%는 테슬라

•   조선: 5대 운용사가 추천한 ETF… 올 하반기 ‘반·차’에 주목하라

•   조선비즈: 10년 뒤 年 12조원 수소탱크 시장… 일진 뛰고, SK·한화·롯데 쫓고

•   조선비즈: 규제에 잔뜩 얼었던 법인, 다시 집 산다

•   조선비즈: “EUV 팔지마” 격화하는 미·중 반도체 갈등…삼성·SK로 불똥 튈라

•   조선비즈: 한수원, 슬로베니아 원전 기자재 공급사업 연이어 수주

•   조선비즈: “혹시 나도 코로나19 감염?”… ‘무증상 델타 전파’에 자가검사키트 수요 폭발

•   조선비즈: KB증권 “애플, 7~8월 서머랠리 기대…LG디스플레이 등 수혜 전망”

•   중앙(P1): 9160원, 내년 최저임금 5% 인상

•   중앙: [단독] 코로나 틈새, 北이 침투했다...정부, 방산 '서면조사'만

•   중앙: 달러당 1150원선 위태위태, 원화가치 하락 어디까지

•   동아(P1): 서울 빌라 24% ‘깡통전세’… “돈 떼일 위험 알면서도 대안없어 계약”

•   동아: [인사이드&인사이트]“6G 통신속도, 5G의 50배”… 中-美-日-韓 ‘꿈의 기술’ 특허전쟁

•   문화(P1): 황금어장에 풍력발전기… 어민들 분노

•   문화: “바다 삶터 잃고 경관 파괴”… 무리한 해상풍력 ‘예견된 반발’

•   문화: 보조금 200조·낮은 경제성… 해상풍력 ‘속도조절론’ 커져

•   문화: 2030년 설비용량 12GW로… 정부 ‘10년간 100배’ 목표

•   문화(P1): ‘소비진작 아닌 피해지원’ 2차 추경 재편성론 확산

•   문화: “국민 재난지원금보다 소상공인 보상” 與野 ‘추경 리셋’ 목소리

•   문화: 1차추경 사업 집행 ‘바닥 수준’… 野 “탁상행정 결과” 날선 비판

•   문화: “ESG 올바른 길은”… SK그룹 한달간 릴레이 강연·토론

•   한국(P1): 사상 초유 3인 이상 집합 금지... 광화문 버스는 6시 전부터 만원 행진

•   한국: 美日 차량용 반도체 내재화 가속하는데 한국만 ‘제자리’… “현대차·삼성전자 협업 필요”

•   한국: 태릉도, 흑석2구역도 주민 반발...서울 도심 공급대책 '위태위태'

•   한국: [이슈밀착] 중대재해법 D-6개월... 기업은 오너 보호 골몰, 현장에선 면피성 대책도

•   국민(P1): 미국은 기본소득 실험 중… 소외계층 특효, 전국민은 글쎄

•   국민: 미국서 집중 실험하는 보장소득, 포괄적 기본소득과 차이는…

•   국민: 中 ‘반도체 굴기’ 칭화유니 파산 절차… 韓, 격차 더 벌렸다

•   한겨레: 태풍도 못 깬 ‘한반도 열돔’ 온다…7~8월 폭염 두 시나리오

•   경향(P1): 부동산 이익 2875조 중 세금 492조 걷어 과세율 17%

•   경향: “신한울 1호기 운영, 안전·기후변화 대응안 신뢰 못해 반대했다”

•   머니투데이(P1): "규제샌드박스 혁신놀이터? 겪어보니 개미지옥" 스타트업의 절규

•   머니투데이: [단독] '1인당 50만원' 지원금 신청한 노점상, 고작 800명...왜?

•   머니투데이: 배달커피 전용 바리스타 로봇, 라운지엑스 마포점 배치

•   더벨: 두산인프라코어, 4번째 공모채…연타석 흥행 기대

•   헤럴드경제(P1): 코로나 4차 유행 ‘4.2% 성장률’ 삼키나

•   헤럴드경제: 내수 불황터널 진입...‘경기 V반등 기대 무산’ 더블딥 가나

•   헤럴드경제: 한은, 3.4%성장 시나리오 재조명...금리인상 속도조절론 부상

•   헤럴드경제(P1): 우리금융 “2030년까지 ESG금융 100조 지원”

•   헤럴드경제: 삼성생명, 탈석탄 넘어 기존 석탄 투자도 회수…만기연장 안해

•   헤럴드경제: 호실적 전망에도...‘암초’ 만난 상장사

•   헤럴드경제: 글로벌 ESG 공시기준 제정 움직임...“국내 기준 마련 서둘러야”

•   파이낸셜뉴스(P1): 수도권 못 막자… 非수도권도 터졌다

•   파이낸셜뉴스: 델타변이 확산·금리인상 국면에도 국민 절반 "하반기도 집값 오를 것"

•   파이낸셜뉴스: IT기업 ‘인 강남’ 러시… "천평이상 오피스 공실 찾기 힘들어" [강남 오피스빌딩 르네상스]

•   파이낸셜뉴스: 힘겹게 허가 받은 신한울 1호기…'쌍둥이' 2호기 운명은

•   파이낸셜뉴스: 日수출규제 맞선 ‘소부장 R&D 2년’ 특허출원 1570건· 매출 327억 성과

•   파이낸셜뉴스: 실적 턴어라운드, 자회사 상장 청신호… 증권사가 꼽은 ‘톱 픽’ [포춘클럽 라운지]

•   아시아경제(P1): [新무역장벽 탄소세①]국내 철강사, 2023년부터 유럽 수출액 11%는 '관세'로

•   아시아경제: [新무역장벽 탄소세①]'탄소세·RE100' 곳곳이 지뢰밭…EU·美 수출 세부담 1兆 늘어

•   아시아경제: 쉽지 않은 탄소중립의 길…정부도 "2050 완벽한 '넷제로'는 어려워"

•   아시아경제: [2030 빚 경고등]주식·코인 쫓아 ‘닥출’…금리 인상 최대 리스크

•   아시아경제: [2030 빚 경고등]청년 다중채무액 130조…돌려막기 '부실 시한폭탄'

•   아시아경제: 보복소비에도…여행·음식점서 카드는 덜 긁었다

•   디지털타임스(P1): 상·하위 20곳 매출 더 벌어져… `양극화 덫`에 빠져든 韓경제

•   디지털타임스: 주식관련 사채 권리행사 11% 증가

•   이데일리: “괜찮은 사업 vs 빅테크 종속” 뜨거운감자 된 비대면 대환대출

•   이데일리: 변동성 장세에도 빚투 사상 최대…부메랑 될까 우려

•   이데일리: 기업 정기보고서 공시서식 개정…2021년 반기보고서부터 적용

•   연합: 오늘 1천100명 안팎, 1주일째 네자릿수…4차 대유행 전국화 우려

•   KBS: 은마아파트 빅데이터…어떻게 집값 떨어졌나 봤더니

•   e대한경제: 말로만 SOC집행 속도…엔지니어링 발주 ‘뚝’

•   e대한경제: 철근價 ‘100만원’근접…추가하락은 “글쎄”

•   더구루: "팀코리아, 체코 원전 백년을 약속한다"…두산중공업 조력자로 나서

•   더구루: [단독] '반도체 부족' 현대차, 브라질공장 25일까지 셧다운…열흘간 연장

•   에너지경제: 연료전지, REC 가중치 상승 혜택에도 수익구조는 악화 …연료비 올해만 20% 올라

•   전자신문(P1): '갤럭시Z 폴드3' 199만원대로...삼성 '폴더블폰 대중화' 승부수

•   전자신문(P1): SK하이닉스, EUV 활용 4세대 10나노 D램 시대 열었다…업계 최초 양산 성공

•   전자신문: OLED TV, 사상 첫 분기 점유율 두 자릿수…OLED 확산 가속

•   전자신문: [이슈분석]'몸값 1조원' 쌍용차…유력 후보 6곳 '인수 자금 동원력' 관건

•   전자신문: [이슈분석]전문가들 "쌍용차 마지막 희망은 전기차…새 판 짜야"

•   전자신문: 포스코그룹, 이차전지 재활용 사업 속도 낸다

•   로봇신문: 일본, 코로나 유행으로 서비스 로봇 시장 부상

[Opinions]

•   Project Syndicate(Sigmar Gabriel): Will Europe Rise to Biden’s Challenge?

•   Project Syndicate(Jayati Ghosh): Where Have All the Asian Tigers Gone?

•   Project Syndicate(Joseph E. Stiglitz, Geoffrey Heal): Are US Corporations Above the Law?

•   Project Syndicate(Minxin Pei): China Is Killing Its Tech Golden Goose

•   Project Syndicate(Daniel Gros): The Transatlantic Macroeconomic Divergence

•   FT(Gideon Rachman): Jacob Zuma and the global battle against strongman rule

•   FT(Megan Greene): Recovery fund will test the appetite of Europe’s governments for reform

•   FT(Mohamed El-Erian): Lower bond yields are no longer good news for stocks

•   FT(Robert Armstrong): The curse of less bigness

•   FT(Jemima Kelly): Something’s up with this Covid poll

•   FT(Lex): China tech/Tsinghua Unigroup: self-sufficiency too important for chipmaker to exemplify it

•   WSJ(Walter Russell Mead): How Cuba’s Communists Cling to Power

•   WSJ(Mary Anastasia O’Grady): Behind Cuba’s Covid Uprising

•   WSJ(Gerard Baker): Vaccine Polarization Is Partisanship at Its Dumbest

•   WSJ(Robert H. Bork Jr.): Joe Biden’s Antitrust Paradox: Where’s the Consumer Welfare?

•   NYT(Karen Petrou): Only the Rich Could Love This Economic Recovery

•   WP(Catherine Rampell): Biden’s child cash benefit could give families financial security. For a little while, anyway.

•   WP(Max Boot): The Taliban defeated America. Let the blame game begin.

•   WP(Henry Olsen): Rent prices are surging. That’s ominous news for inflation rates.

•   WP(Greg Sargent): Moderates want to cut the spending on Biden’s plan. They should remember 2010.

•   WP(Michael Gerson): GOP anti-vaxxers are sacrificing citizens’ lives for political gain

•   Bloomberg(John Authers): The China Trade May Be Just Starting to Unravel

•   Bloomberg(Marcus Ashworth): The Fed May Have Lost the Opportunity to Start a Smooth QE Taper

•   Bloomberg(Jonathan Bernstein): Politics Is a Lonely Place for U.S. Business

•   Bloomberg(Andreas Kluth): Nord Stream 2 Is a Stain on Merkel’s Legacy

•   Bloomberg(Bobby Ghosh): Iran Knows the Triumphant Taliban in Afghanistan Will Not be Good Neighbors

•   MarketWatch(Kim Rueben, Howard Gleckman, Robert Pozen): 14 U.S. states now give the rich this big tax break — and the only loser is Uncle Sam

•   Fox News(Bruce Klingner): North Korea's Kim Jung Un – regime stability being questioned. Here's why

•   조선(김승범): 탈원전에 뒤죽박죽된 탄소중립 정책

•   아시아경제(한무경): 탄소중립과 원자력정책