Business Intelligence Monitor 210816

(Introduction)

[Markets]

•   Global: Stocks march on; Treasury yields, dollar hit by weak consumer confidence

•   China: SMIC Plunges in Shanghai as Regulator Removes It From Stock Connect Index

•   Metals: Copper climbs as dollar dented by sinking U.S. consumer sentiment

•   Grains: U.S. wheat rises to 8-1/2-year highs on world supply worries

•   Cryptocurrency: Crypto Market Retakes $2 Trillion Market Cap Amid Bitcoin Gains

•   한국: 코스피 11주만에 3,200선 아래로…외인 2.7조 순매도

※   한경: 슈퍼사이클 왔다더니 갑자기 "피크 아웃"…반도체 '쇼크'

※   한경: 하이닉스, 장중 시총 2위 자리 내줬다

※   한경: 반도체업계 "고객 수요 여전히 견조…시장 우려 과도하다"

•   한국: 두산그룹주 다 내려, 두산 두산중공업 4%대 두산밥캣 3%대 하락

•   한국: 외국인 주식 얼마나 팔길래...원화값 11개월만에 최저

[Indicators]

•   US Jul. Export·Import prices: U.S. import price increases slow in July

•   US Jul. Construction backlog: ABC's Construction Backlog Indicator Flat for July

•   US Aug. Consumer sentiment: Consumer Sentiment in U.S. Plunges to Lowest Since 2011

•   US Weekly Rig count: U.S. drillers add most oil rigs in a week since April -Baker Hughes

•   US Q3 GDP Nowcast: Aug 13, 2021: New York Fed Staff Nowcast

•   Eurozone Jun. Balance of trade: Eurozone Exports Fell Again in June

•   Brazil Jun. Economic activity: Brazil’s Recovery Gained Strength at End of the Second Quarter

•   Russia Q2 GDP: Russian Economy Grew Fastest since 2000 on Lockdown Rebound

•   한국 7월 부동산시장 소비자심리: 사전청약 풀고 '고점' 경고해도…수도권 주택매매 심리지수 역대 최고

•   한국 주간 아파트 수급동향(부동산원): "정부 경고할 때가 집 살 때'…아파트 매수심리 더 커졌다

[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

[Calendars]

•   WSJ: Economy Week Ahead: Retail Sales, Industrial Output, Fed Minutes

•   Bloomberg: China’s New Covid Outbreak Puts Recovery at Risk: Eco Week

[News]

•   WSJ: U.S. Economy Likely to Outgrow China’s Due to Contrast in Pandemic Responses

•   WSJ: Delta Variant Drops Small-Business Confidence to Lowest Level Since March

•   WSJ: The Delta Variant Is Already Leaving Its Mark on Business

•   WSJ: Centrist House Democrats Threaten to Block Budget Resolution Vote

•   WSJ: Covid-19 Cases Surge as Students Return to Schools

•   WSJ: New Covid-19 Hospitalizations for 30- to 39-Year-Olds at Record Rate

•   WSJ: Job Postings Requiring Covid-19 Vaccination Jump in Past Month

•   WSJ: Eviction Moratorium Left in Place by Judge Despite Legal Doubts

•   WSJ: Where Is America Diversifying the Fastest? Small Midwestern Towns.

•   WSJ: China Faces Long-Term Damage From Delta Outbreaks

•   WSJ: Group Behind Some of Hong Kong’s Biggest Protests to Disband

•   WSJ: China’s Corporate Crackdown Adds to Junk-Bond Distress

•   WSJ: Intel CEO Pitches Pricey Chip Plants to Officials at Home and Abroad

•   WSJ: Oil Giants Turn to Startups for Low-Carbon Energy Ideas

•   WSJ: Tesla Battery Supplier CATL Plans $9 Billion Share Sale to Boost Capacity

•   WSJ: Huawei Accused in Suit of Installing Data ‘Back Door’ in Pakistan Project

•   WSJ: Restaurants Become the New Covid-19 Vaccine Enforcers—for Better or Worse

•   WSJ: Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.

•   WSJ: Apple’s Child-Protection Features and the Question of Who Controls Our Smartphones

•   NYT: Taliban Seize Key Afghan City as Biden Speeds Deployment

•   NYT: Taliban Sweep in Afghanistan Follows Years of U.S. Miscalculations

•   NYT: The Afghan Military Was Built Over 20 Years. How Did It Collapse So Quickly?

•   NYT: The U.S. real estate market begins to cool after bump from the pandemic.

•   NYT: C.D.C. Panel Recommends Third Vaccine Dose for Immunocompromised

•   NYT: Biden Administration Plans for Vaccine Boosters, Perhaps by Fall

•   NYT: Biden Administration Prompts Largest Permanent Increase in Food Stamps

•   NYT: As Virus Cases Surge, Biden Administration Encourages More Use of Antibody Treatments

•   NYT: A powerful earthquake violently shakes Haiti. Hundreds are dead.

•   NYT: Poverty, Disease, Customs: Why So Many Indonesian Children Die of Covid

•   NYT: Flooding in China kills 21, as thousands escape to shelters.

•   WP: WHO covid report that called lab leak unlikely must be respected, China tells diplomats

•   FT: China puts growth ahead of climate with surge in coal-powered steel mills

•   FT: ‘We were at God’s mercy’: islanders count cost of Greek wildfires

•   FT: Spain bets big on plan for energy-efficient buildings using EU funds

•   FT: Spike in UK coronavirus cases likely in next weeks, experts warn

•   FT: UK government to probe retail energy ‘greenwashing’

•   FT: Spectre of inflation stalks debate on $3.5tn US spending bill

•   FT: US coal and oil demand on the rise again in blow to climate goals

•   FT: Trudeau calls snap election for Canada on September 20

•   FT: Iron ore rush creates mining boomtown in Brazil

•   FT: China building new missile silo site, say US defence experts

•   FT: Hopes rise that Iran hardliner will rejuvenate nuclear deal

•   FT: ‘I am crying inside a lot’: Myanmar’s man at the UN defies the junta

•   FT: Tighter US bond market could dull pressure on Treasury prices from QE tapering

•   FT: A hedge fund revival? Industry hopes a dismal decade is over

•   FT: Infrastructure funds amass $300bn ahead of expected post-crisis boom

•   FT: Will weakening Chinese demand continue to weigh on commodities?

•   Bloomberg: Supply-Chain Shocks Keep Hitting the World’s Factory Floors

•   Bloomberg: China Port Problems Flare Anew Threatening More Ship Delays

•   Bloomberg: The World May Never Reach Herd Immunity Against Covid-19

•   Bloomberg: Charting the Global Economy: Recovery Is Progressing, Yet Bumpy

•   Bloomberg: Fauci Says U.S. Can Move Quickly to Offer Third Vaccine Shots

•   Bloomberg: Delta Variant Won’t Impact Fed’s Taper Plan, Blinder Tells Jiji

•   Bloomberg: Inflation Is Here. The Big Debate Is, Will It Stay?: QuickTake

•   Bloomberg: New ECB Inflation Strategy Receives Mixed Grades From Markets

•   Bloomberg: U.K. Wages Rise With Post-Lockdown Scramble for Staff

•   Bloomberg: Merkel’s Bloc Drops for Second Straight Week in German Poll

•   Bloomberg: Merkel’s Faltering Heir Upends Germany’s Election Predictability

•   Bloomberg: Green’s Bet to Succeed Merkel Urges Curbs on China Trade: FAS

•   Bloomberg: India Aims to Spend $1.4 Trillion Building Infrastructure

•   Bloomberg: China Wants to Shut Down Thousands of Dams

•   Bloomberg: China Won’t Stick to Covid-Zero Forever, Top Health Adviser Says

•   Bloomberg: Exports, Investments Fuel Taiwan’s Best GDP Outlook Since 2010

•   Bloomberg: South Africa’s Vaccine Headache Switches to Demand From Supply

•   Bloomberg: Israel Approves Third Vaccine Dose for Those Over 50

•   Bloomberg: World’s No. 2 Copper Nation Peru Leaves Ideology Aside to Tap Mining Riches

•   Bloomberg: China Bonds Face Week of Reckoning as Loans, Key Data Come Due

•   Bloomberg: How China Evergrande Landed In Crisis Mode Again: A Timeline

•   Bloomberg: Wall Street Is the Most Bullish on Stocks in Almost Two Decades

•   Bloomberg: Bond Market Like a Coiled Spring Before Long-Awaited Fed Confab

•   Bloomberg: China Snags World’s Biggest IPOs While Hong Kong Listings Dry Up

•   Bloomberg: Italy’s Supercharged Bond Market Is All About Faith in the ECB

•   Bloomberg: Forecasters Backtrack on the Need for More OPEC Crude Oil

•   Bloomberg: Aramco Joins Group Building Giant Solar Plant in Saudi Arabia

•   Bloomberg: China Tells Companies to Follow the ‘Rule of Law’

•   Bloomberg: Cheap Energy Stocks Shrug Off Climate Alarm With Cash Flowing

•   Bloomberg: Cost to Bury Carbon Near Tipping Point as Emissions Price Soars

•   Bloomberg: Climate Movement Keeping Eye on Biden Fed Chair Nomination

•   Bloomberg: China’s Green Ambitions Aren’t Halting New Coal and Steel Plans

•   Reuters: WHO seeks to take political heat out of virus origins debate

•   Reuters: CDC says authorization of COVID-19 vaccine boosters not applicable to J&J shot

•   Reuters: Peru study finds Sinopharm COVID vaccine 50.4% effective against infections

•   Reuters: Reuters poll: Fed to unveil bond-buying taper plan next month; jobless rate to fall slowly

•   Reuters: China reports smallest number of new local COVID cases since July

•   Reuters: Explainer: Who is eligible for a third COVID-19 vaccine dose in the U.S.?

•   Reuters: Factbox: In their own words: Fed policymakers debate when to reduce stimulus

•   Reuters: Analysis: As Fed shifts gears, shaping consensus gets trickier for Powell

•   AP: EXPLAINER: Western water projects in infrastructure deal

•   CNN: The infrastructure bill is more about maintaining train service than upgrading it

•   CNN: Is the oil market broken?

•   CNN: Big Oil blasts Biden for turning to OPEC for more crude

•   NBC: Heat wave 2021: Climate scientists warn about a new normal

•   CNBC: Dr. Scott Gottlieb expects Covid to be 'endemic' in U.S. after delta surge

•   CNBC: Unvaccinated people face more Covid restrictions in future

•   CNBC: India hails ‘milestone’ for its renewables capacity, but challenges remain

•   CNBC: Markets no longer fear inflation and stocks will continue to rally, HSBC says

•   CNBC: Renewable natural gas is a nascent but growing market — how to play it

•   CNBC: Wall Street analysts say don't overlook Plug Power & Squarespace

•   CNBC: The infrastructure bill earmarks billions in funding for clean energy — These stocks could benefit

•   MarketWatch: ‘The climate crisis is an economic crisis’: How debt is fueling global warming —and the risks of buy now, pay later

•   SCMP: Why US-China trade talks are failing to take off despite pressure from American business

•   SCMP: South China Sea, Xinjiang muddy water of fishing subsidies debate as WTO faces ‘crucial test’

•   SCMP: Climate change: China’s emissions-trading market needs fine-tuning as it evolves to help the nation reach decarbonisation goal

•   Global Times: Half of China's population fully vaccinated as focus turns to teenagers

•   Caixin: Energy Insider: China-U.S. Container Shipping Rates Surge; China’s Carbon Market Inks First Cross-Border Deal

•   Nikkei Asia: Suga pledges not to wage war again as ministers visit Yasukuni shrine

•   Nikkei Asia: EV makers confront risk of runaway prices for battery metals

•   Nikkei Asia: COVID and taxes: Cross-border assignments put companies in pickle

•   Nikkei Asia: Blockchain market for captured carbon eyed by Mitsubishi Heavy

•   Nikkei Asia: Central banks need to shepherd digital currencies: BIS director

•   Nikkei Asia: Southeast Asia fundamentals 'intact' despite COVID: Sea economist

•   Nikkei Asia: For yuan to be the new dollar, China needs democracy: Eichengreen

•   Mainichi: 90% of firms see Japan economy growing in 2022 COVID recovery hopes

•   Economic Times: Narendra Modi: Pandemic hits India's prospects to become $5 trillion economy by FY25: Top US economist

•   OilPrice.com: Iran Oil Output Falls To 40-year Low In 2020

•   MINING.com: Labour relations biggest material risk for mining sector – report

•   DIGITIMES: Notebook companies see mixed shipment prospects for 2022

•   DIGITIMES: Foxconn expects EV to bring in revenues by 2023

•   Robotics Tomorrow: The sense of touch - Tactile technologies for cobots

•   Robot Report: The future of autonomous tractors

•   매경(P1): 文대통령 "국민, 이재용에 반도체·백신 기대"

•   매경: 삼성SDI 美배터리공장 신설, 李 복귀후 첫 해외투자 되나

•   매경(P1): "돈뿌리기 지사찬스" 비판에도 이재명 경기도 재난지원금 상위 12%도 준다

•   매경(P1): 선심은 정부가 썼는데…한전, 결국 적자 수렁 빠졌다

•   매경: 딜레마 빠진 태양광…보조금 늘리면 전기료 ↑, 놔두면 업체 고사

•   매경: 진퇴양난 한전…전기료 인상하자니 물가불안, 안하자니 외국인 소송 우려

•   매경: 오세훈 "이 정도면 사기"…박원순 태양광사업 직격탄

•   매경(P1): [단독] 디티알오토, 2.4조에 두산공작기계 품었다

•   매경: 우주로부터 쏟아져 들어온 햇빛, 다시 우주로 보내 무더위 잡는다 [Science]

•   매경: 지구 전체에 양산을 씌운다고?…지구공학 연구도 활발 [Science]

•   매경(P1): "집값 올라 富사다리 끊겼다"…경영학자들 쓴소리

•   매경: 경기 본격회복 내년 하반기 이후에…탄소중립은 차기 정부도 유지해야

•   매경: 입법조사처 "물가 오른만큼 소득세 과표 조정해야"

•   한경: 라면·우유…식탁물가 줄인상

•   한경: KT, 서빙 로봇 출시…"올해 1000대 이상 판다"

•   한경: "삼성전자도 떨어지는데 어디에 투자하나" 고민이라면…

•   한경(P1): '국민적금' 된 삼성전자…"저가매수" vs "투자매력 떨어져"

•   한경(P1): 은행 다니다 '카뱅'으로 이직한 30대…5년 만에 20억 벌었다

•   한경: 석탄·LNG값 30%대 급등…한전, 이대로면 하반기도 대규모 적자

•   한경: 직원 둔 자영업자, 30년 만에 '최저'…지난달 127만4000명

•   한경: 대선 앞두고…조직 분할 얘기에 주요 부처 '뒤숭숭'

•   한경: 롯데 계열사 총동원…그린암모니아 독자 밸류체인 구축

•   한경: 美, 1200조 인프라시장 열린다…건설장비 '골드러시' 두근두근

•   한경: "돌고 돌아 다시 돈 몰린다"…8월 외국인들이 싹쓸이한 종목

•   한경: "이익 출렁이는 반도체 대신 FANG 집중하라"

•   한경: 스마트미러로 날씨 보고 로봇이 택배 배송…똑똑해지는 아파트

•   서경(P1): 7만가구 중 4만가구 반대···도심공공개발 반토막 위기

•   서경: 1만가구 '철회서' 제출···공공 일방통행에 이웃이 '원수'로

•   서경: 갱신계약 앞당겨 체결 ···정부 "허용" 지자체 "안 된다"

•   조선(P1): 아스트라 잔여백신, 3040도 접종 허용

•   조선(P1): 직장인, 연말정산 자료 안내도 된다… 국세청이 회사로 보내줘

•   조선(P1): [단독] “北에 탄소저장소” 정부의 장밋빛 계획

•   조선: ‘탄소중립 시민회의’ 논란… 청소년 포함 500명에 의견 묻겠다는 정부

•   조선비즈: 美정부 제공한 얀센 백신 40만회분 인천공항 도착

•   조선비즈: “코로나에도 작년 외국계 기업 매출 15% 증가… 다만 투자·기부는 인색”

•   조선비즈: 애플·삼성 위협하는 샤오미, 스마트폰 이어 3년 만에 ‘가성비 태블릿’도 출시

•   조선비즈: 中 BOE, 미니LED로 애플 뚫었다…차세대 디스플레이 韓·中 대결 본격화

•   조선비즈: 가계빚 10조 늘고 물가 뛰는데 경제는 ‘더블딥’ 우려…금리인상 앞둔 한은의 고민

•   조선비즈: 中은 삼성에, 삼성은 애플에 도발…불붙은 스마트폰 삼국지

•   조선비즈: ‘코로나發 물가·대면업 ‘쇼크’…“좋아진다” 정부 말에도 체감경기는 ‘최악’

•   인베스트조선: '메모리 당장 팔아라' 사인 낸 외국계IB...예상보다 빨랐던 '다운 사이클'

•   중앙(P1): 임대차 3법, 원점서 재검토해야

•   중앙: 집주인 때리기에 골몰한 부동산 정치

•   중앙: 원하는 아파트 공급 않고 투기 막는 데 초점…‘누가 이기나 해보자’ 오기·망상 탓 25전25패

•   중앙: 내수 부진, 스태그플레이션 우려 큰데 금리 올린다고?

•   중앙: 국민 1인당 나라빚 1800만원 넘어

•   중앙: 서울 원룸아파트도 15억 돌파, 주택담보대출 못 받는다

•   동아(P1): 文대통령 “10월까지 국민 70% 2차접종 완료”… 2923만회분 더 필요

•   동아: 文, 日에 “대화의 문 항상 열려있어”… ‘8·15 새 제안’은 없었다

•   한국(P1): 갖고 싶지만 '집은 먼 곳에'...정부는 "공공임대 만족도 올라" 자찬

※   국토부: 「2020년도 주거실태조사 결과」 발표

•   한국(P1): 문 정부, 브레이크 없는 확장재정에...나랏빚 1000조, 채무비율 50% 동시 돌파

•   한국: 정부의 공급 신호 안간힘...부동산 ‘불장’ 잠재울까

•   한국: 반도체 겨울 진짜 오고 있나?...'저가 매수' 기회 반론도

•   국민: 거꾸로 간 임대차법 개정… ‘비자발적 이사’ 되레 늘었다

•   서울(P1): 정부 ‘집콕’ 호소 공허했다…휴가지마다 사람·차량 물결

•   세계: [단독] 코로나19 백신 부족한데… 온도 못 맞춰 폐기 속출

•   경향(P1): ‘저출산·고령화’ 인구 감소 속 청년층 수도권 쏠림 심화…30년 뒤 13개 광역시·도 500만명 줄어 ‘지방소멸’ 우려

•   경향: ‘ESG 펀드’에 올 들어 7000억원 몰려

•   헤럴드경제: “中企 구조조정 딜이 안 보인다”…한계기업 턴어라운드 지연 우려

•   파이낸셜뉴스(P1): 수박 한통 3만원… 계란 한판값 1년새 57% 급등, 물가 상승률 2%대 맞나요?

•   파이낸셜뉴스(P1): 장외주식 열풍…거래 한달새 2배

•   파이낸셜뉴스: 탄소세법 시동거는 정치권… 기업 '환경비용 리스크' 가중

•   파이낸셜뉴스: 2030년 50兆 수소연료전지 급성장…핵심부품 국산화 시급

※   수출입은행 해외경제연구소: 연료전지 개요와 현황

•   파이낸셜뉴스: 韓겨냥 수입규제 여전…상반기 28개국 225건

•   파이낸셜뉴스: 갤럭시 폴더블폰 '톰브라운 에디션' 초대박

•   파이낸셜뉴스: 건설사 ‘복합물류’로 몰린다… 수주경쟁 치열

•   연합: 연휴에도 1천500명대…휴가철 이후 수도권도 다시 증가세 비상

•   연합: 두산, 2분기 영업익 2천933억원…흑자기조 유지

※   연합: 2/4분기 ㈜두산 경영실적

•   연합: 현대重서 새출발할 두산인프라…전·새주인에 모두 날개 달아줘

•   연합: "코로나 이후 비정규직이 정규직보다 월급 7% 더 감소"

•   KBS: [단독] ‘예전 해외자료’ 벤치마킹한 ‘2050 탄소중립 시나리오’

•   더구루: [단독] 두산중공업, 英 하수도 시설 이전 사업 수주

•   에너지데일리: “중국, 풍력･태양광 무보조금 시대… 허가 권한 지방정부로 넘어간다”

•   에너지데일리: “ESS 사업 수요 늘릴 방안 찾아야 한다”

•   물류신문: 물류기업 ESG경영 도입, 늦으면 ‘독’ 될 수도

[Opinions]

•   Project Syndicate(Richard Gokrun): Russian Economy Grew Fastest since 2000 on Lockdown Rebound

•   Project Syndicate(Richard Haass): America’s Withdrawal of Choice

•   FT(Editorial Board): History repeats itself in the tragedy of Afghanistan

•   FT(Editorial Board): Berlin’s referendum and the housing costs fury

•   FT(Gideon Rachman): Joe Biden’s credibility has been shredded in Afghanistan

•   FT(John Dizard): Boom times for modellers of climate change

•   FT(Mehul Srivastava): First to vaccinate and first to party, Israel now mulls lockdowns

•   FT(Tommy Stubbington): Quitting QE may be harder than the Bank of England believes

•   WSJ(Editorial Board): Biden’s Afghanistan Surrender

•   WSJ(Editorial Board): The Debacle in Afghanistan

•   WSJ(Editorial Board): The Supreme Court’s Eviction Docket

•   WSJ(Editorial Board): Japan’s New China Reality

•   WSJ(Editorial Board): Bring on the Covid Vaccine Boosters

•   WSJ(Editorial Board): How to Send U.S. Companies Overseas

•   WSJ(George Soros): Xi’s Dictatorship Threatens the Chinese State

•   WSJ(Arthur Laffer, Stephen Moore): Will Biden Bring an End to Reagan’s Era of Prosperity?

•   WSJ(Andy Kessler): A Chinese Warning for U.S. Tech

•   WSJ(Mary Anastasia O’Grady): Biden Is Failing Cuba’s Uprising

•   WSJ(Robert Redfield, Marc Siegel): The World Needs to Know What Happened at the Wuhan Lab

•   WSJ(Nicole Malliotakis): Big Tech Acts Like Big Brother

•   WSJ(H.R. McMaster, Bradley Bowman): In Afghanistan, the Tragic Toll of Washington Delusion

•   WSJ(William N. Walker): Nixon Taught Us How Not to Fight Inflation

•   WSJ(Kamran Bokhari): The Taliban’s Afghan Advance Spells Trouble for Pakistan and China

•   WSJ(Jillian Kay Melchior): The Vulnerable Pay the Price for Covid Eviction Moratoriums

•   NYT(Paul Krugman): Who Knew Used Cars and Shipping Containers Would Matter So Much?

•   WP(Editorial Board): China pressured experts away from a lab-leak investigation. What is it hiding?

•   WP(Editorial Board): Biden can have cheap gas or fight climate change — not both

•   WP(Elizabeth Warren): How to fix our rigged tax system

•   WP(Fareed Zakaria): We could cut carbon emissions tomorrow — if we really wanted to

•   Bloomberg(Michael R. Bloomberg): The U.S. Can’t Walk Away From Afghanistan

•   Bloomberg(Mohamed A. El-Erian): Why Only a Huge Shock Will Deter Risk-Taking Investors

•   Bloomberg(Daniel Moss): Jay Powell and Yi Gang Sound Pretty Similar These Days

•   Bloomberg(Noah Smith): Will New Mexico Prove a Universal Basic Income Can Work?

•   Bloomberg(John Authers): Nixon Broke With Gold 50 Years Ago. What Comes Next?

•   Bloomberg(Robert Burgess): Lower U.S. Growth Forecasts Could Work in Economy, Markets’ Favor

•   Bloomberg(Jonathan Bernstein): Joe Biden Can't Escape Fallout From Afghanistan

•   Bloomberg(Clara Ferreira Marques): Russia's Economic Reality Is Dragging It Toward Climate Acceptance

•   Bloomberg(Matthew Yglesias): Climate Change Action Is Hard Because No One Wants to Sacrifice

•   Bloomberg(Lara Williams): Vaccines and Breakthrough Covid Cases in the U.S.

•   Bloomberg(Ruth Pollard): The Taliban Is Already Inspiring Terror Beyond Afghanistan. It Will Only Spread

•   CNN(Emily Parker): Central bank digital currencies are coming. The US must be prepared

•   매경(사설): "이 정도면 사기 아니냐" 오세훈도 되묻는 박원순표 태양광사업

•   한경(사설): 터질 게 터진 "태양광 사업 사기" 사법 판단 받아야

•   조선(서민): 침몰하는 원전... “필요한 전기 쓰지 못해 죽는 이 부지기수로 나올 것”

•   조선(안준호): 한국만 ‘탄소 중립=탈원전’

•   중앙(박성훈): 삼성폰 中점유율 1%, 중국인에 이유 물었더니 "왜 사야하죠?"