Business Intelligence Monitor 211116

(Introduction)

[Markets]

•   Global: Stocks tread water, safe haven dollar gains on inflation worries

•   Argentina: Argentina Bonds Climb as President Promises Plan After Vote

•   Natural gas: European Gas Extends Gains as Russia Keeps Grip on Supply

•   Coal: US coal prices jump to highest level since 2009

•   Metals: Copper holds steady as Chinese data sends mixed signals

•   Gold: Inflation Surge Pushes Gold to Five-Month High

•   Grains: US soybeans, wheat extend rallies on strong demand

•   한국: 코스피, 외인·기관 매수에 1.03% 상승…3,000선 '눈앞'

•   한국: 외인·기관 '반도체'···개인은 '바이오·배터리' 담았다

•   한국: 애플 메타버스 진출 기대감… LG이노텍 신고가

•   한국: 두산그룹주 혼조, 두산중공업 2%대 하락 두산퓨얼셀 2%대 상승

[Indicators]

•   US Nov. Empire State manufacturing index: New York State Manufacturing Growth Tops Forecasts, Driving Up Prices

•   Eurozone Sep. Balance of trade: Eurozone Trade Surplus Fell by More Than Expected in September

•   China Oct. Industrial production, etc.: China Posts Robust Growth in Factory Output and Consumer Spending

※   New signs of weakness in real estate highlight concerns about economic outlook

•   Japan Q3 GDP: Japan Economy Shrinks, Hit by Supply-Chain Troubles

•   India Oct. WPI: October WPI at 5-month high; accelerates to 12.54% YoY

•   Indonesia Oct. Balance of trade: Indonesia's trade surplus hits record $5.7 bln in October

•   Canda Oct. Home sales: Housing Market Heats Back Up in Canada With 8.6% Jump in Sales

•   Thailand Q3 GDP: Thai Economy Dips Smaller Than Expected as Recovery Starts

•   한국 10월 자동차 생산: 반도체에 발목잡힌 車산업…생산·내수 모두 '흐림'

•   한국 10월 주택가격(부동산원): 3개월 만에 월세 100만원 오르는 사이…매매·전세는 '주춤'

[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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Biden Signs $1 Trillion Infrastructure Bill Into Law

※   Legislation is largest federal investment in infrastructure in more than a decade

※   White House: FACT SHEET: President Biden’s Executive Order Establishing Priorities and Task Force for Implementation of the Bipartisan Infrastructure Law

•   WSJ: Biden Names Mitch Landrieu to Lead Roughly $1 Trillion Infrastructure Plan

•   WSJ: America’s Infrastructure Struggles With New Weather Forecast

•   WSJ: What Does Inflation Mean for American Businesses? For Some, Bigger Profits

•   WSJ: Democrats Fear Steep Losses in 2022 Midterm House Races

•   WSJ: Biden Weighs Choice of Jerome Powell or Lael Brainard as Fed Chair

※   The two candidates have offered similar views on inflation and interest rates this year, indicating that policy continuity is likely

•   WSJ: EU Sanctions Russia’s Wagner Group to Thwart Private Military

•   WSJ: Muni Bond Prices Rally After Infrastructure Bill Leaves Out Market

•   WSJ: Roblox, Building Out the Metaverse, Looks to Bring Educational Videogames to Schools

•   WSJ: Ocean Shipping Rates Fall but Ports Are Still Jammed

•   WSJ: China Bought Italian Military-Drone Maker Without Authorities’ Knowledge

•   NYT: How Bad Could California’s Winter Coronavirus Surge Get?

•   NYT: How America’s Pandemic Economic Response Fought the Last War

•   NYT: Biden to Bar New Drilling Around a Major Native American Cultural Site

•   NYT: Europe Toughens Rules for Unvaccinated as Fourth Covid Wave Swells

•   NYT: Taiwan, Trade, Tech and More: A Tense Era in U.S.-China Ties

•   NYT: A New Source of Fuel in an Aging Japan: Adult Incontinence

•   NYT: Can Hydrogen Save Aviation’s Fuel Challenges? It’s Got a Way to Go.

•   WP: Biden has underestimated problems facing the country — and Democrats fear that has become a political problem

•   WP: Five big takeaways from COP26

•   WP: As supply lines strain, some corporations rewrite production playbook

•   WP: Despite COP26 rhetoric, China’s coal production is hitting all time highs

•   FT: EU approves fresh sanctions on Belarus over ‘illegal push of migrants’

※   Bloc says growing humanitarian crisis has been orchestrated by Minsk

•   FT: Russia warned of serious consequences from any hostilities against Ukraine

※   Germany and France issue warning as Nato chief says ‘unusual concentrations’ of forces being closely monitored

•   FT: Johnson warns EU to choose between Ukraine and Nord Stream 2

•   FT: China accuses EU of threatening global trade

•   FT: World’s largest syringe maker warns of persistently high inflation

•   FT: Europe is better able to withstand Covid winter wave, economists say

•   FT: Iraq to repatriate citizens trapped on Belarus-Poland border

•   FT: German lawmakers seek tighter rules for unvaccinated

•   FT: EU carbon prices hit record high after COP26

•   FT: Portuguese law bans employers from contacting staff out of hours

•   FT: UK expands Covid booster jab programme to 40 to 49-year-olds

•   FT: UK sets out £1tn export strategy post-Brexit

•   FT: UK’s levelling-up agenda won’t solve productivity problem, report suggests

•   FT: UK labour shortages drive up wages

•   FT: Thousands of UK companies pay ‘real’ living wage amid labour shortages

•   FT: UK business leaders more optimistic despite Brexit concerns

•   FT: Billionaires backing Rolls-Royce reactors bet on atomic resurgence

•   FT: UK peak power prices rise to second highest level since 2018

•   FT: Andrew Bailey hints that main hurdle to UK rate rise has been cleared

•   FT: Johnson faces backlash for watering down HS2 rail promises

•   FT: Biden’s electric vehicle plans spark outrage in Mexico and Canada

•   FT: Tough questions over Xinjiang loom for Olympians in China

•   FT: Philippines’ Duterte enters last-minute Senate bid as daughter bids for vice-presidency

•   FT: Argentina’s Peronists promise policy reset after midterm poll setback

•   FT: China’s nuclear build-up: ‘one of the largest shifts in geostrategic power ever’

•   FT: North Korea building project points to reopening of border with China

•   FT: Global dividends poised to top pre-pandemic levels by end of 2021

•   FT: Private equity buyers plot to carve up General Electric

•   FT: Reform of US bond trading in balance

•   FT: Shell to shift tax base to UK and ditch dual share structure

•   FT: Robotics supply helping hand to speedy order fulfilment

•   FT: Covid turbulence still strains overextended supply chains

•   FT: Long hours and stagnant pay create transport bottlenecks

•   FT: Vaccine distributors go the extra mile to help remote populations

•   FT: Distribution groups grapple to reduce their carbon footprints

•   FT: Port operators order ‘full steam ahead’ for supersized ships

•   Bloomberg: Budget Cuts Likely to Affect World Economy Next Year as Spending Tightened

•   Bloomberg: Global Wealth Surges as China Overtakes U.S. to Grab Top Spot

•   Bloomberg: Saudis, Russia Signal OPEC+ Will Resist Calls For More Oil

•   Bloomberg: Tightest U.S. Job Market Since 1950s Set to Drive Inflation

•   Bloomberg: Inflation Could Bring Donald Trump Back to Power, Larry Summers Warns

•   Bloomberg: Ex-Fed Officials Dudley, Lacker See Rates Rising to at Least 3%

•   Bloomberg: Inflation Prompts Growing Chorus to Call on Fed to Speed Taper

•   Bloomberg: Crop Boom Lifts U.S. Farmland Values the Most in Nearly a Decade

•   Bloomberg: Euro-Area Inflation Seen Peaking at 4.2% Before Easing Next Year

•   Bloomberg: ECB Uses 50% of Members’ National Debt as Stimulus Guideline

•   Bloomberg: EU Opens Door to More State Aid for Chip-Makers

•   Bloomberg: EU Warns of Serious Consequences If U.K. Scraps Northern Ireland Deal

•   Bloomberg: ECB’s Lagarde Sees Inflation Below 2% Target in Medium Term

•   Bloomberg: U.K. Businesses Gear Up to Raise Prices, Survey Finds

•   Bloomberg: U.K. Home Asking Prices Drop at Sharpest Pace Since Lockdown

•   Bloomberg: U.K. Economists Join Markets in Forecasting December Rate Hike

•   Bloomberg: German Coalition at Odds Over Climate Investment, Coal Exit

•   Bloomberg: China fights biggest Delta outbreak as cases grow in city of Dalian

※   Chinese authorities said 32 new domestically transmitted infections

•   Bloomberg: China Aims to Vaccinate All Kids Aged Three and Over by Year-End

•   Bloomberg: India Reopens to Foreign Tourism After 20-Month Pandemic Closure

•   Bloomberg: Myanmar Junta Adds New Charge of Abuse of Power Against Suu Kyi

•   Bloomberg: In Bubbly Markets, Betting on Illiquid Credit May Pay Off

•   Bloomberg: Steer Clear of U.S. Stocks, Bonds in 2022, Morgan Stanley Says

•   Bloomberg: Russia Says ‘Everybody Predicting’ Oil Surplus: Adipec Update

•   Bloomberg: Huawei Recruits Smartphone Partners to Sidestep U.S. Sanctions

•   Bloomberg: What Is in the Covid Vaccine? Why Pfizer Won’t Share Its Formula

•   Bloomberg: Tesla Gigafactory in Germany Key to Elon Musk’s Vision on Future Car Production

•   Bloomberg: Japan Sets Goal of Tripling Domestic Chip Revenue by 2030

•   Bloomberg: L.A., Long Beach to Delay Start of Fee for Lingering Containers

•   Bloomberg: Shipping Containers Get Foldable Design as Logjam Cure

•   Bloomberg: 14 Million Ton Daily Coal Production Shows Why China, India Resist Phase-Out

•   Bloomberg: Climate Activists Call for Tougher EU Climate Goal After COP26

•   Bloomberg: COP26 Glasgow Climate Pact Wants Businesses to Speed Up Net-Zero Plans

•   Reuters: WTO says goods trade slowing due to supply issues, cooler demand

※   WTO: Goods Barometer points to slowing trade growth due to disruptions in critical sectors

•   Reuters: Barkin says Fed needs 'a few more months' to see clear picture of inflation, labor market

•   Reuters: Biden advisers say pandemic, not policies, fueling inflation

•   Reuters: Goldman Sachs sees U.S. core PCE halving by end of 2022

•   Reuters: ECB's De Cos says interest rates hike is unlikely in 2022

•   Reuters: U.S. says Russia carried out irresponsible anti-satellite test

•   Reuters: Russia's daily COVID-19 deaths close to record high

•   Reuters: Explainer: What is the emergency oil stash Biden may tap to counter inflation?

•   Reuters: Explainer: Delta dominates the world, but scientists watch for worrisome offspring

•   Reuters: Explainer: What is the SPR, the emergency oil stash Biden may tap?

•   Reuters: Analysis: Post recovery? Fed, elected officials now challenged to define new normal

•   Reuters: Analysis: To defend fragile 1.5C goal, Glasgow Climate Pact must get results - fast

•   Reuters: Analysis-Chile copper giants seek stability in uncertain political times

•   CNN: Film production workers narrowly approve new contracts, averting a massive strike

•   CNN: Get rid of tariffs on China to help ease inflation, two dozen business groups tell Biden

•   CNN: Exasperation and dysfunction: Inside Kamala Harris' frustrating start as vice president

•   CNBC: Dr. Fauci says Covid cases are starting to climb in some areas of the U.S.

•   CNBC: Labor unions sue Biden administration to expand Covid vaccine mandates

•   CNBC: Goldman says inflation will worsen over the winter before easing, but others aren’t so sure

•   CNBC: Fed is losing credibility over inflation narrative, Mohamed El-Erian says

•   CNBC: GOP report shows inflation hurts low-income Americans the most, blames Democrats for price jumps

※   JEC: How Inflation is Weakening the Recovery and Harming Low-Income Americans the Most

•   CNBC: Europe should be wary of possible new Covid variants, the bloc’s economics chief says

•   CNBC: Factory shutdowns in Vietnam could have longer impact for apparel and footwear retailers, BofA warns

•   CNBC: Inflation fueled by new green policies will boost these stocks and sectors, strategist says

•   CNBC: Will the U.S. ever put a price on carbon as part of climate policy?

•   CNBC: As climate change policy takes shape, U.S. putting a price on carbon remains elusive

•   CNBC: Oil and gas will be in the global energy system ‘for decades,’ BP chief says

•   CNBC: The metaverse is investable — and it’s going to be big, says tech billionaire

•   Fox Business: Psaki says 'no economist' is predicting higher inflation when pressed by NBC reporter

•   Fox Business: Varney on 'wall of money' flooding economy, markets: We've never seen anything like this

•   SCMP: China may approve first Covid-19 drug within weeks

•   SCMP: Beijing Stock Exchange: three of four debuts soar in financial market created to extend financial lifeline to small companies

•   SCMP: JP Morgan’s Jamie Dimon, the first Wall Street chief to visit Hong Kong since pandemic, says mainland China’s debt crisis unlikely to infect global markets

•   SCMP: China food security: Beijing signals overhaul of GM crop rules in push for seed industry breakthrough

•   Caixin: Energy Insider: Steel Prices Plunge in China Amid Weak Demand

•   Caixin: China’s Steel Futures Decline on Fewer Property Projects, Lower Infrastructure Spending

•   Nikkei Asia: Japan, U.S. ministers meet over steel, aluminum tariffs

•   Nikkei Asia: U.S. won't join CPTPP but will seek new framework: Raimondo

•   Nikkei Asia: COP26: What Asia pledged, from China to Vietnam and Philippines

•   Nikkei Asia: Labor crunch sends Japan restaurant pay to record high

•   Nikkei Asia: Cash for all: Lee Jae-myung's radical plan to reshape South Korea

•   Mainichi: Bank of Japan chief Kuroda warns global chip shortage could drag on

•   Power Engineering: Not all storage solutions are created equal - Power Engineering

•   reNews: RWE unveils 50GW capacity goal for 2030

•   Robotics & Automation News: Webinar: Vision Systems with Collaborative Robots

•   Robot Report: ActiNav enables lights-out machine tending at family-owned manufacturer

•   매경(P1): [단독] 한발 앞선 삼성…美서 '6G 기술' 도전

•   매경(P1): 타다·우버운행 막더니…자초한 심야 택시대란

•   매경: 요소수에 유가보조금마저 줄어…트럭기사들 "300만원 벌었는데 수입 반토막"

•   매경(P1): 1년전 대책 비웃듯…아파트 전셋값 계속 올라

•   매경: 전세공급 늘리겠다는 정부…모텔촌까지 가정집 개조

•   매경: "캐시백 10만원 받을줄 알았는데…통장보고 깜짝 놀랐다"

•   매경: '힘빠진' 국회 상속법 개정안 심사

•   매경: [단독] 한전KPS 4개월만에 또 '靑 낙하산'

•   매경: 한국형 해상운임지표 나온다…관세청, 매달 15일 공개키로

•   매경: "주식도 코인도 못믿겠다"…은행 정기예금에 돈 몰린다

•   매경: '반도체 쓰나미' 타이어 업체까지 덮쳤다

•   매경: 삼성전자 직원수 11만4천명…R&D 투자비용 16조원 돌파

•   매경: 삼성전자 소액주주 500만명 돌파

•   매경: 유류세 내렸다더니…우리동네 기름값은 왜 그대로죠?

•   매경: 솔루스, 北美에 동박 생산기지

•   매경: 대어급 기업공개에 잇단 증자…증시 상승세 발목잡나

•   한경(P1): '적게 내고 더 받는' 국민연금…학생도 주부도 가입 러시

•   한경: 가상자산 시총, 테슬라보다 커졌는데…"정부는 개념도 지침도 없다"

•   한경: "중국에만 매달린 외교, 전면 재검토를"

•   한경: RCEP 비준안 상정…한·중·일 '메가 FTA' 임박

•   한경: 요소수 필요 없는 현대차 수소트럭 등판

•   한경: 친환경차 전기강판에 1조 투자…포스코, 생산능력 4배로 확대

•   한경: [단독] '초저가' 아마존 태블릿PC 상륙…판 흔드나

•   한경: 한글과컴퓨터 메타버스 가세…가상 오피스 '한컴타운' 출시

•   한경: 수소그린모빌리티 앞서가는 울산

•   한경: 메타버스 매장에서 車·가전 써보고 산다

•   한경: 회사채 공모액, 3년 연속 50조 넘었다

•   서경(P1): 이번엔 '토지세 갈라치기'···세금정치 度 넘었다

•   서경(P1): 중국서 70% 이상 수입 품목만 79개···망간 등 시한폭탄

•   서경: 美 '대중포위망' 강화 속 中은 점차 고립···韓 '양자택일 시간' 왔다 [재편되는 글로벌 공급망]

•   서경: 글로벌 최고 '반도체 코리아'···美에 反하면 안심할 수 없어

•   서경: '요소 대란' 불똥 튄 가구업계···생산·배송 올스톱 위기

•   서경: '강남 5억 아파트' 나오나···오세훈, 김헌동 SH 사장 임명 강행

•   서경: 양질의 일자리 찾아서···수도권으로 몰린 청년 4년새 배로 늘었다

•   서경: 10년 간 위성 170여기 띄우고 우주 발사체 40여회 쏜다

•   조선: 공급 앞에 장사 없다… 세종 아파트값 16주 하락, 대구 미분양 속출

•   조선: 더 안주면 떠나는 MZ세대… 기업들 ‘임금 인플레’ 몸살

•   조선비즈: 애플 뚫은 삼성전기, M1용 고성능 반도체 기판 공급

•   조선비즈: 나오면 ‘완판’일텐데… 서울 1만 가구 분양 내년으로

•   조선비즈: 대우조선 인수 늦어지는데 노조는 파업… 첫 시험대 오른 정기선 리더십

•   조선비즈: 현대차는 해외 생산, 외국기업은 일감 안줘… 전기차 일자리 없는 한국

•   조선비즈: [단독] 요소수 사태, ‘늑장 대응’ 정부...원자재 공급망 점검 TF 신설 추진

•   중앙(P1): 요소수 이어 제설 염화칼슘도 심상찮다

•   중앙: 요소수 구해도 실어올 배가 없다…미주 해상운임 236% 급등

•   중앙(P1): [단독] 50대도 부스터샷 시기 단축 검토…6개월→5개월

•   중앙: 5~11세 백신 접종 허용해야 하나…아직 결론 못낸 정부

•   중앙: “종전선언 조만간 좋은 결과”…외교부 장·차관 잇단 낙관론

•   중앙: 가장 빨리 늙어가는 한국…노인 연금은 월 82만원, 일본의 절반

•   동아: 오늘 주담대 금리 또 올라… 기준 코픽스 0.13%P 상승

•   동아: 대기업 임원 승진 1.3% 바늘구멍… 10년새 40대 줄고 50대 늘어

•   동아: [단독]서울 중환자병상 가동률 80% 육박… 오늘 병원장회의 긴급소집

•   동아: ‘소수점 서학개미’100만명… 70%가 MZ세대

•   동아: 삼성重, 세계 두 번째로 큰 해상플랜트 건조… ‘코랄 술’로 명명

•   문화: 은행 전세대출 분할상환 - 정부 추가규제 ‘만지작’…한파 예고

•   한국(P1): 병상 부족에 경기 중환자를 충청으로 보낸다? ... 방역당국의 위험한 선택

•   국민(P1): 서민들은 대출 묶고 ‘금리 귀족’ 1% 우대

•   국민: 공갈포 취급 받던 종부세, 세금 폭탄 한 번으로 수명 다하나

•   국민: 삼성·LG ‘OLED’ 올인… 초격차 나선다

•   국민: 주택시장 공급효과 제한적… ‘거래가 12억 키맞추기’ 우려도

•   서울: 李·尹 돈풀기 이어 감세 경쟁… 현실화 땐 재정 부담 2조원 육박

•   서울: 50만원 주자던 與 “20만원씩”… ‘이재명표 방역지원금’ 합의 불발

•   서울: 대선·코로나·요소수 대란에… 공무원들 눈치 보기 더 심해졌다

•   서울: 위드 코로나에 유통·서비스업은 웃고 외식업은 울고

•   세계(P1): ‘아슬아슬’ 위드 코로나…위중증 한주새 22% 급증

•   한겨레(P1): 신혼·생애최초 특공 30% 추첨제로…민간 사전청약에도 적용

•   한겨레: “메타버스는 헛소리”…과도한 띄우기가 ‘회의론’ 불렀나

•   경향: ‘석탄발전 감축’ 숙제, 갈 길 바쁜 한국

•   머니투데이(P1): "중국서 반도체 만들지 마"…바이든 '인텔 호통'에 뺨 맞은 삼성

•   머니투데이(P1): 한국여행 드디어 풀렸다…"오징어게임 체험하러 왔어요"

•   머니투데이: [단독] "전기차 싸게 살 기회 남았다"...수소차 보조금 활용 검토

•   헤럴드경제(P1): 툭하면 재정에 손벌리는 못난이 3형제

•   파이낸셜뉴스(P1): 은행 대출길 막히자 신협·새마을금고에 줄선다

•   파이낸셜뉴스(P1): 與 '3종패키지' 앞세워 예산안 손질 예고

•   파이낸셜뉴스: 베트남·사우디·러시아서 요소 3만9000t 도입 추진… 4~6개월 물량 확보

•   파이낸셜뉴스: "무분별 돈풀기, 물가상승 부추겨…시장은 대혼란"

•   디지털타임스: 전장 핵심기술 보유한 LG, `애플카 유력 협력사` 솔솔

•   이데일리(P1): "쪼개고 붙이고, ESG까지"…내년 가장 기대되는 그룹은

•   이데일리(P1): 기준금리 더 오를텐데..치솟는 대출 금리에 '울먹'

•   이데일리: “사고 팔고 붙이고 떼고”…코로나가 불붙인 M&A

•   이데일리: M&A 시장 역대급 열기 속 '모험보다 안정'

•   이데일리: ESG 대세긴 한데…크레딧업계 절반 "실체가 뭘까"

•   이데일리: 이달 개미 2.7조 순매도…대주주 양도세 회피 시작됐나

•   이데일리: [마켓인]미래 먹거리…NFT·메타버스만 붙으면 뭉칫돈 '투척'

•   이데일리: 요리·서빙도 ‘척척’…로봇 도입 확대하는 유통家

•   연합: 두산로보틱스, 라운지랩과 아이스크림 서비스 자동화 MOU

•   연합: 오후 9시까지 전국서 1천844명 확진…어제보다 23명 적어

•   연합: "수소·암모니아 발전 2035년 상용화"…민관합동 추진단 발족

•   연합: 김동연 "한마음이었지만 패러다임 바꾸고파" 靑 "선전하시길"

•   아주경제: ​두산, 채권단 졸업 머지않다…목표주가 22만원으로 ↑[유안타증권]

•   더구루: 'SK 투자' 플러그파워, 세계 최대 규모 美 그린수소 신공장 오픈

•   에너지경제: '방파제 부딪히는 파도로 전력생산'…해수부, 제주에 실증플랜트 준공

•   에너지경제: 문재인 정부 임기말 발전단가 상승에 탈원전정책 ‘사면초가’

•   에너지경제: 증권가 "한전 실적 부진 당분간 지속, 전기요금 인상 필요"

•   에너지경제: 국회 예산정책처, 내년 그린수소 생산 예산 증액 필요성 제기

•   전자신문: 중국 배터리 출하량 작년보다 250% 증가...국산 배터리 위협

•   디지털데일리: "삼성도 거절"…파운드리, 주문 폭주 황금기 도래

[Opinions]

•   Project Syndicate(Jayati Ghosh): The Rich World's Climate Hypocrisy

•   Project Syndicate(Christian Sewing, Werner Hoyer): A Capital-Markets Union Is the Key to Greening Europe

•   Project Syndicate(Jeffrey D. Sachs): Fixing Climate Finance

•   FT(Editorial Board): Conglomerates’ cycle of break-ups turns again

•   FT(Editorial Board): Russia’s dangerous build-up around Ukraine

•   FT(Gideon Rachman): The UN climate process is designed to fail

•   FT(Robert Armstrong): Maybe bottlenecks are not the problem

•   FT(Tiff Macklem): Central banks will stay on the alert as they guide the recovery

•   WSJ(Editorial Board): Glasgow’s Climate of Unreality

•   WSJ(Editorial Board): How to Make Spending Unpopular

•   WSJ(Jason Furman): Biden Can Whip Inflation and Build Back Better at the Same Time

•   NYT(Tong Zhao): Why Is China Building Up Its Nuclear Arsenal?

•   NYT(Binyamin Appelbaum): Monopoly’s Bad Cousin

•   WP(Lawrence H. Summers): On inflation, it’s past time for team ‘transitory’ to stand down

•   WP(Jason Rezaian): Should the U.S. fear the Iranian menace? No — and here’s why.

•   WP(Andy Slavitt): Why the pandemic is not over yet

•   WP(J.W. Mason, Lauren Melodia ): Inflation is bad. But mass unemployment would have been worse.

•   WP(Perry Bacon Jr.): Why Biden’s popularity has dropped and how he could bounce back

•   Bloomberg(Editorial Board): COP26 Climate Talks Did Too Little to Stop Global Warming

•   Bloomberg(Bill Dudley): Federal Reserve Put Itself Between a Rock and a Hard Place

•   Bloomberg(Daniel Moss): Slackflation Beckons as Global Recovery From Covid Goes Off the Boil

•   Bloomberg(David Fickling): Xi-Biden Summit: U.S., China Must Consign Trump’s Trade Deal to History

•   Bloomberg(John Authers): An Inflationary Wage-Price Spiral Still Lacks Evidence in U.S.

•   Bloomberg(Gary Shilling): Post-Pandemic Investing Advice From Economist Gary Shilling

•   Bloomberg(Therese Raphael, Sam Fazeli): Moderna Vaccine's Connection to Myocarditis Needs More Study

•   Bloomberg(Pankaj Mishra): Modi’s India Points to Perils of White Nationalism in U.S. and U.K.

•   Bloomberg(Stephen Mihm): ‘Risk’ Is a Scary Word. ‘Uncertainty’ Is Terrifying.

•   Bloomberg(Allison Schrager): Jobs Market Doesn’t Need Antitrust Protection

•   Fox News(Chad Pergram): Democrats face tumultuous process to get massive social spending package passed

•   Reuters(Clyde Russell): Coal trajectory is set whether it's 'phase out' or 'phase down'

•   Reuters(Andy Home): United States adds nickel, zinc to critical minerals list

•   매경(사설): 세계는 석탄발전 감축 한국은 폐지 선언, 스스로 옭아맨 족쇄

•   매경(사설): 입주민 동의없이 임대주택에 패널 설치한 박원순 태양광사업

•   조선(이길성): 툰베리도 깜짝 놀랄 한국의 脫탄소

•   머니투데이(황국상): 녹색 구조조정, 우리는 준비가 돼 있나

•   헤럴드경제(사설): 탄소중립 외치면서 그린수소에 세제혜택도 없는 현실