Business Intelligence Monitor 211118

(Introduction)

[Markets]

•   Global: Stocks slide on rate hike fears, gold prices gain

•   UK: Sterling at highest point against euro since February 2020

•   Turkey: Turkish Lira Tumbles After Erdogan Renews Call for Unorthodox Rate Cuts

•   Natural gas: UK and European natural gas prices add to big gains over past week

•   Metals: Dollar surge drives down copper prices

•   Grains: US soy, wheat rally on strong demand, inflation worries

•   한국: 강달러 부담속 코스피 1.16% 하락…2,960대로 밀려

•   한국: 두산그룹주 하락 우세, 두산밥캣 4%대 내리고 두산 5%대 뛰어

[Indicators]

•   US Oct. Housing starts: U.S. Housing Starts Ease as Single-Unit Projects Decline

※   New home construction fell 0.7%, third drop in four months

•   US Weekly Mortgage rates·applications: Mortgage refinance demand continues its free fall, as interest rates rise again

•   UK Oct. CPI·PPI: UK inflation rises to highest level since 2011

※   FT: UK inflation jump adds to pressure for rate rise

•   Japan Sep. Machinery orders: Japan Sept core machinery orders flat from previous month

•   Japan Oct. Balance of trade: Japan's Exports Notch Eighth Month of Growth in October

•   Russia Q3 GDP: Russian economic growth slows to 4.3% y/y in Q3 after strongest leap since 2000

•   Russia Nov. CPI: Russia Inflation Picks Up as Central Bank’s Tone Hawkish

[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: U.S. Could Be Unable to Pay Its Bills as Soon as Dec. 15, Yellen Says

※   In letter to Congress, Treasury secretary urges lawmakers to act to raise or suspend borrowing limit

•   WSJ: Biden, Xi Open to Nuclear-Arms Talks, White House Says

•   WSJ: Biden Asks FTC to Examine Gas Pricing for Illegal Conduct

※   President cites ‘mounting evidence of anti-consumer behavior’ by oil-and-gas companies

•   WSJ: U.S. Should Restrict Investment in China Due to Security Concerns, Panel Says

•   WSJ: China, U.S. to Ease Limits on One Another’s Journalists

•   WSJ: U.S. Boosts Order for Glaxo’s Covid-19 Antibody Drug

•   WSJ: Iran’s Stockpile of Near-Weapons- Grade Nuclear Fuel Grows, U.N. Finds

•   WSJ: Big Winners From Natural-Gas Crunch: Coal Power Plants in Europe

•   WSJ: Belarus Moves Some Migrants Away from Poland’s Border

※   The shift is a tentative sign of a de-escalation in the standoff between the European Union and Belarus President Alexander Lukashenko

•   WSJ: Treasurys Edge Toward Stability After Inflation-Driven Selloff

•   WSJ: Retailers Say They Have Plenty in Stock for Black Friday

•   WSJ: What Went Wrong With Zillow? A Real-Estate Algorithm Derailed Its Big Bet

•   WSJ: Biden EV Tax Credit Puts UAW Over Environment, Nonunion Auto Makers Say

•   WSJ: Nvidia Posts Record Revenue as Videogaming Sales Soar

•   WSJ: Apple to Launch Self-Service Repair Program in Early 2022

•   NYT: Biden Sells Infrastructure Improvements as a Way to Counter China

•   NYT: The U.S. aims to lift Covid vaccine manufacturing to create a billion doses a year.

※   plans to invest billions of dollars to expand U.S. manufacturing capacity

•   NYT: The F.D.A. could authorize Moderna boosters for all adults as early as this week.

•   NYT: Kansas, Kentucky, Maine and Vermont join other states in broadening access to boosters for all adults.

•   NYT: Challenges to a U.S. workplace vaccine mandate are moved to a Cincinnati appeals court.

•   NYT: Biden's Bill Funds Niche Items from Electric Bikes to 'Tree Equity'

•   NYT: In pockets of Europe, vaccine resistance has become the long tail of the populist nationalist movements.

•   NYT: The Netherlands is maxing out its coronavirus testing capacity.

•   WP: Biden gets some good news from consumer spending and jobs revisions reports

•   WP: U.S. to hold historic oil and gas lease sale days after COP26

•   WP: Drowning nations disappointed with outcome of U.N. climate summit may have one move left: Lawsuits

•   WP: During pandemic’s first year, Americans moved at the lowest rate in over 70 years, new census data shows

•   WP: Democrats face a 2022 superstorm

•   FT: European countries bring back Covid restrictions as cases rise

※   Ireland, Slovakia and Czech Republic to roll out measures to curb spread of virus

•   FT: ECB warns of ‘exuberance’ in housing, junk bonds and crypto assets

※   ECB: ECB Financial Stability Review shows pandemic risks eased with recovery but vulnerabilities ahead building up

•   FT: EU pressure on Belarus over migrant crisis boosts hopes of a detente

•   FT: Brussels seeks to skew state subsidy rules away from fossil fuels

•   FT: ‘Deep distrust’ clouds Xi-Biden agreement on nuclear talks

•   FT: Ailing nuclear power plants propped up by US infrastructure law

•   FT: A trade-related fix to America’s inflation challenge

•   FT: India closes coal-fired plants as New Delhi is smothered in toxic smog

•   FT: Turkish manufacturers squeezed by soaring costs

•   FT: What does COP26 mean for investors?

•   FT: US Treasury market in need of reform after shocks, policymakers warn

•   FT: Genetic engineering: why some fear the next pandemic could be lab-made

•   Bloomberg: Special Report: Long Covid Jobs, Prices and Growth in the Enduring Pandemic

•   Bloomberg: U.S., China Relations Move From Foothills to Precipice: NEF Wrap

•   Bloomberg: Biden and Xi Discussed Releasing Oil From Strategic Reserves

※   discussed the merits of releasing oil from their strategic petroleum reserves to ensure stability in global energy markets

•   Bloomberg: OPEC Backlash Brews as U.S. Lawmakers Eye 1890 Law to Club Bloc

•   Bloomberg: World’s Debt Pile Is Shrinking as Economies Recover

•   Bloomberg: Powell’s Five Inflation Benchmarks Are Starting to Flash Amber

•   Bloomberg: Manchin Says He Will Meet With Powell Ahead of Fed Chair Pick

•   Bloomberg: Here’s How Markets Might React If Biden Picks Lael Brainard as Fed Chair

•   Bloomberg: Citi Joins Morgan Stanley in Backing Bet on Aggressive Fed Hikes

•   Bloomberg: Biden-Xi Talks a ‘Good Beginning’ to Avoid Clash, Kissinger Says

•   Bloomberg: Biden’s Taiwan Gaffes Risk Real-World Consequences

•   Bloomberg: U.S. Aims to Begin New Asia Framework in 2022, Raimondo Says

•   Bloomberg: As States Defy U.S. on Boosters, Health Experts Raise Concerns

•   Bloomberg: Debt Ceiling: Yarmuth Presses Pelosi to Act Quickly After Yellen Warning

•   Bloomberg: ECB’s Guindos Says ‘Reality Check’ on Inflation Coming Next Year

•   Bloomberg: Germany’s Scholz Urges Vaccinations Amid Record Spike

•   Bloomberg: Germany Pushes Work From Home to Counter Europe’s Covid Surge

•   Bloomberg: U.K. Urges EU to Avoid Trade War If Brexit Deal Suspended

•   Bloomberg: Xi Doctrine Downplays GDP Growth as Yardstick for China Success

•   Bloomberg: China Can’t Develop Isolated From the World, Xi’s No. 2 Says

•   Bloomberg: China Covid Infections Fall to Single Digits in Latest Outbreak

•   Bloomberg: For China, Evergrande Slump May Be Harder to Shake Than Covid

•   Bloomberg: China’s $6 Trillion Hidden Debt Gets Stress-Tested in Downturn

•   Bloomberg: Malaysia’s New Covid Cases Climb Again Ahead of State Polls

•   Bloomberg: Goldman’s Solomon Says Market Greed Is Now Outpacing Fear

•   Bloomberg: China Property Easing Has Traders Asking If the Worst Is Over

•   Bloomberg: Oil Surplus Next Year Will Shrink If OPEC+ Can’t Meet Production Targets

•   Bloomberg: Alibaba-Led Group Bids $8 Billion for Unigroup to Avert China Corporate Failure

•   Bloomberg: China to Ease Curbs on Developers in $152 Billion ABS Market

•   Bloomberg: Metaverse Is a Multitrillion-Dollar Opportunity, Epic CEO Says

•   Bloomberg: Citi Finds Surprising Path to Consider Polluting Metals as Green

•   Bloomberg: EU Seen Shifting Gear on Sweeping Climate Reforms Next Year

•   Bloomberg: Biden Tax Threatens Climate Goals, Clean-Power Companies Say

•   Reuters: EXCLUSIVE-U.S. asks Japan, China, others to consider tapping oil reserves -sources

※   The Biden administration has asked some of the world's largest oil consuming nations to consider releasing some of their crude reserves

•   Reuters: Fed's Evans says taper to take until mid-2022 to complete

•   Reuters: COVID-19 deaths decline 17% in the Americas, says health agency

•   Reuters: Antibody protection after mild COVID-19 may not last; an estimated 100 mln people have had long COVID

•   Reuters: EU decision on Novavax COVID-19 shot could come 'within weeks'

•   Reuters: Bank of England heading for next decision on rates

•   Reuters: EXCLUSIVE Merkel pushes German tech in urging China to make coal power cleaner

•   Reuters: EXCLUSIVE Europe must work together to stay at forefront of high-tech - Merkel

•   Reuters: ECB must be ready to act if inflation proves more durable: Schnabel

•   Reuters: Brazil government cuts GDP forecasts, raises inflation outlook

•   Reuters: India's coal demand likely to grow in absolute terms, phasing out difficult

•   Reuters: LNG industry launches 'carbon neutral’ framework

•   Reuters: Global need for copper, nickel will multiply over next 30 years -BHP

•   Reuters: Analysis: LNG markets eye record prices in race to replenish stocks

•   Reuters: Analysis: Will gasoline prices drop in 2022? It depends on OPEC and U.S. shale

•   AP: EXPLAINER: Europe lacks natural gas. Is it Russia's fault?

•   CNN: Labor shortage? Not at Target

•   CNBC: Bill Gates' TerraPower to build its first nuclear reactor in Wyoming coal town

•   CNBC: OPEC member calls for calm after U.S. pressure to pump more oil

•   CNBC: The Biden-Xi meeting left one big question unanswered, says analyst

•   CNBC: These 2 Covid pills could be available soon—and they might help end the pandemic

•   CNBC: Don’t be too critical on China for changing pledge on coal, EU’s climate chief says

•   CNBC: U.S. sanctions will still have an impact despite the rise of crypto, deputy Treasury secretary says

•   CNBC: Business travel demand expected to surge in 2022, but full recovery still two years away

•   MarketWatch: Inflation in 'process of peaking,' but still poses threat to investor portfolios, says Wells Fargo

•   Fox News: 5 reasons why Kamala Harris' presidential dreams probably won't come true

•   Politico: Poll: Voters' doubts rising about Biden’s health, mental fitness

•   SCMP: China’s energy crisis is easing, but Beijing says ‘results must be consolidated’ as winter months loom

•   SCMP: China population: tumbling regional births underline crisis, could force Beijing to ‘double down’ on policies

•   SCMP: How have US-China talks failed and succeeded in recent years?

•   SCMP: China to allow vaccine-mixing for Covid-19 booster shots

•   SCMP: Covid-19 antiviral pills show promise, but will they be game changers?

•   Global Times: After leaders’ meeting, China promotes multilateral trade, while US seeks deal with allies

•   Caixin: Evergrande Chief Borrows $105 Million Against Hong Kong Properties

•   Caixin: Nuclear Climate Ambitions to Fall Short Globally

•   Nikkei Asia: Japan to jolt EV battery plant construction with $880m subsidies

•   Nikkei Asia: Nissan switches to off-the-shelf chips amid global shortage

•   Nikkei Asia: Driverless' bullet train carries hope for Japan's labor crisis

•   Nikkei Asia: Analysis: Xi's need to overtake Deng poses big risk for Taiwan

•   Mainichi: Japan, US launch new trade initiative amid China's rise

•   Economic Times: UBS revises India GDP forecast to 9.5% from 8.9% for FY22

•   Economic Times: GDP likely to grow at 10 pc in FY22, says Bibek Debroy

•   Power Engineering: Siemens Energy receives certification for ‘H2-Ready’ power plant

•   reNews: Vestas unveils modular nacelle plan

•   OilPrice.com: OPEC: Oil Will Be King Of The Global Energy Mix Until At Least 2045

•   Construction Equipment: Robot Builds House with Large Blocks

•   For Construction Pros: What Happens Now That Infrastructure Bill is Signed Into Law?

•   DIGITIMES: Semiconductor market to rise 23% in 2021, says IC Insights

•   DIGITIMES: Semiconductor market equilibrium unlikely until 2023, says MediaTek CEO

•   MIT News: At UN climate change conference, trying to “keep 1.5 alive”

•   Hannover Messe News: Smart warehouse tower

•   매경(P1): "백신주사 싫었는데"…코로나 알약 한국서도 연내 승인 눈앞

•   매경(P1): [단독] '81년생 최수연' 네이버 대표됐다

•   매경(P1): 동학개미 죽쑤는 동안…서학개미는 여기 투자해 11% 벌었다

•   매경(P1): [단독] "텀블러 장만해야겠네"…내년 1월부터 카페서 일회용품 못쓴다

•   매경: MZ세대 "공무원 평생직장보다 대기업 연봉"

※   통계청: 2021년 사회조사 결과(복지, 사회참여, 여가, 소득과 소비, 노동)

•   매경: [단독] 日수출규제 WTO 제소한 정부…中 요소사태엔 "실익 적어" 신중

•   매경: [단독] 외교부, 中 상무부와 곧 회의…공급망 문제 집중논의하기로

•   매경: 산업용 요소 전환 주장한 학자…"환경부가 책임회피" 쓴소리

•   매경: 기재부, 3년전 추계방식 바꾸고도…법인·소득·부가세수 몽땅 오판

•   매경: [VIEW POINT] 고장 난 기재부 '경제 나침반'…세수추계 방식 외부검증 필요

•   매경: 與 "국민지원금 재원 마련" 압박에…정부, 자영업 손실보상안 발표 연기

•   매경: 5·18 묘지 찾은 김동연 '全비석' 밟았다

•   매경: 한경연 "한미동맹 21년간 경제적 가치 최대 3041조"

•   매경: 정부 "탄소중립 연구에 1조2천억 투자"

※   산업부: 제2차「탄소중립 산업전환 추진위원회」개최

•   매경: [단독] 솔루스첨단소재, 테슬라에 '전지박' 첫 공급

•   매경: 현대重그룹 '선체관리 로봇'으로 금맥 캔다

•   매경: [MK BUSINESS STORY] 여전히 甲甲한 한국 직장문화…'결재를 바랍니다' 있는 한 안 바뀌죠

•   매경: [Science in Biz] 스타벅스·아모레·삼성병원 경쟁 상대가 테슬라인 이유

•   매경: [Industry Review] 3代를 넘는 富…200년 이상 장수 가족기업 여섯가지 비결

•   매경: [Industry Review] 공급처 늘리고 국가차원 플랜B 세우고…제2요소수 사태 막아라

•   매경: [Issue&Biz] 위드코로나 시대…CEO가 챙겨야 할 새로운 의제

•   한경(P1): "중대재해 최종 책임은 결국 CEO"…해설서 내놨지만 '갸우뚱'

※   노동부: 중대재해처벌법의 중대산업재해 관련 해설서 배포

•   한경: 안전 전담조직은 본사에…2명 이상 둬야

•   한경(P1): 3분기 최대 실적에도…웃지 못한 증시

•   한경: 공급 대란 반사이익…'철·화·해' 역대급 실적

•   한경(P1): SK에코플랜트, 삼강엠앤티 전격 인수

•   한경: 정부 "안전성 높은 노바백스 백신 곧 허가…부스터샷 등에 활용"

•   한경: '수소 충전소 전문' 발맥스 "내년까지 40곳 건설할 것"

•   한경: 삼성 시총 50조 날아간 사이…한화그룹 남몰래 웃었다

•   한경: "깐깐해지는 자금조달 막차 타자"…11월 전환사채 발행액 3배 급증

•   한경: "서울도 아닌데 부담금 내나요?"…재건축 사업 '대장동 불똥'

•   서경(P1): '3중 악재'···전세시장, 거래가 멈췄다

•   서경: 내년 8월 2차 전세대란 불보듯···"차라리 사자" 집값 또 뛸수도

•   서경: "전셋값 동결 땐 稅 혜택 등 유인책 마련해야"

•   서경: 울며겨자식 월세 수요 늘어나는데··· 稅부담 커진 집주인 가격 속속 올려

•   서경(P1): "더걷힌 19조 다 쓸데 있다"···'이재명 지원금' 거부한 홍남기

•   서경: '당해 세입, 당해 충당' 원칙에···내년 지원금보다 국채상환이 우선

•   서경: "이재명 기본소득론, 경제 불안 초래"···진보학자들도 맹공

•   서경: 홍남기 "세수 오차 송구" 밝혔지만···일각 "19조 예측도 빗나갈수도"

•   서경: '요소수'에 데인 정부···단일국 수입 의존 높은 4,000개 품목 점검

•   서경: [단독] “자녀우선 채용해 달라” ···'시대착오' 기아 노조

•   서경: K방산, 극소수 독점 방공무기 시장 뚫었다 [韓미사일 천궁, UAE에 4조대 수출]

•   서경: 운용사, 수소·메타버스 담고 2차전지 팔았다

•   서경: “美 상장사 6,000개···서학개미는 왜 애플·테슬라만 보나”

•   서경: 4년간 급등 서울 집값, 구축·서민아파트가 더 올랐다

•   조선(P1): 마늘부터 노트북까지, 한국 덮친 ‘친플레이션’

•   조선(P1): [NOW] 가산금리 3% 돌파… 서민은 이자 공포, 은행들만 신났다

•   조선: 국내선 “2050년 탈석탄” 해외선 “2030년대”

•   조선: 월가 “빚 많으면 돈 뺄 것”… 한국 경제, 내년 심판대에 선다

•   조선: 화석연료 없이… 로켓을 돌팔매질하듯 우주로 날린다

•   조선: [단독] 두산중공업, 19일 두산건설 매매계약… 2500억에 판다

•   조선비즈: 요소수 수급 불안 진정되나…“3일 만에 가격 25% 하락”

•   조선비즈: 삼성·SK, 3분기 글로벌 D램 점유율 71%…4분기는 시장 둔화 전망

•   조선비즈: OLED 아이패드 발표 미루는 애플의 셈법… “삼성 패널 독점 우려”

•   조선비즈: 강(强)달러 언제까지?…원화 값, 달러 당 1200원 향해 ‘성큼성큼’

•   조선비즈: 요소 대란 터지니 인제야…이차전지 원료 생태계 연구 착수한 산업부

•   조선비즈: 2년 만에 열리는 LA 오토쇼, 내년 車 트렌드는 ‘전기 SUV’

•   인베스트조선: 유동성이 올린 'K-인베스트'...규제 위험·한정된 소재 부담

•   중앙: 미·중 경쟁 속 한국 외교 ‘진실의 순간’ 다가온다

•   중앙: [View & Review] 쌍용차 인수할 테니, 공장부지 담보로 대출해달라?

•   동아(P1): [단독]오늘 신규확진 최다 전망… 총리-병원장들 내일 긴급회의

•   동아: 화이자 5개월, AZ 3개월뒤 항체 줄어… ‘델타’엔 15~50%로 급감

•   동아: 종부세 겁나면 팔면 되죠 vs 빚내서 종부세 내라고요?

•   동아: HUD의 진화… 이젠 증강현실로 본다

•   동아: 올해 서울 주택매매 절반이 빌라

•   문화(P1): 中企 “차기정부 첫 과제는 노동규제 해소”

•   문화: 책 읽어주고… 야구공 받아주고… 원하는 알바, 짧게 ‘긱 워커 시대’

•   한국(P1): "미중 한쪽 줄서기는 절대 금물...중견국 연대·小다자외교 강화를"

•   국민(P1): 양도세·종부세·국토보유세… ‘한없이 가벼운’ 세금공약

•   국민: 한국 재난지원금, 한·미·일 중 가장 적지만 부담은 가장 크다

•   국민: “내년도 집값 오른다” 연구기관들 상승 전망한 이유

•   국민: 정례 부스터샷 현실 될까… 백신 수급·참여율 제고 관건

•   세계: “2022년 코스피는 상고하저” vs “숨고르기 후 하반기 도약”

•   세계: 주택시장 안정화 중대 기로… 강·온 양면 카드 꺼내든 정부

•   경향: 코로나 위험도 5단계로 나눠 매주 평가…일상회복 지표로

•   머니투데이: 車강판값 또 인상, 더 크게···철강사 실적 신기록 쓴다

•   머니투데이: "내년 코스피 3400선 간다"…증권가가 콕 집은 추천종목 6가지

•   헤럴드경제(P1): 징벌적 세금쇼크...신반포21차 1+1 재건축 철회

•   헤럴드경제: ‘종부세·양도세’ 부담에...주택공급 감소 현실화됐다

•   헤럴드경제: 尹 ‘김종인표 기본소득’으로 李에 맞불...安보단 김동연

•   헤럴드경제: “임대 반대” 여의도 재건축, 민간으로 급선회 [정부-지자체 엇박자 도시재생]

•   헤럴드경제: 공공 내세운 정부 vs 민간 내세운 서울시…재개발·재건축 혼돈 [정부-지자체 엇박자 도시재생]

•   헤럴드경제: 나랏빚 1000조…사회보험 지원금도 100조 ‘암울한 전망’

•   헤럴드경제: 삼성전자, 美 파운드리 신공장에 ‘GAA공정’ 주목

•   헤럴드경제: 탈원전 5년...벼랑끝 내몰린 원전 中企

•   헤럴드경제: “중국 베끼기도 어렵다” 삼성 폴더블폰, 이 정도일 줄은…

•   파이낸셜뉴스: 동해권 수소벨트-서해권 바이오 등 '新경제 발전 축' 만든다 [해안·내륙권 발전계획]

•   파이낸셜뉴스: 2050년 탄소중립 위한 '4R정책' 정부에 제안

•   아시아경제: 원자재 비싸졌는데…배터리값 낮추는 SK, 왜

•   아시아경제: 올 4분기 '어닝 쇼크'를 피하라

•   아시아경제: '정의선式 탄소중립·친환경차 전략' 전기차 수출 속도 내는 현대차·기아

•   이데일리(P1): "알바하느니 지원금 받죠"…코로나발 구인난에 발동동

•   이데일리: 손님 돌아왔는데...주방 이모도, 홀서빙 알바도 돌아오지 않았다

•   이데일리: 급여 더 주면 바로 이직, 출근도 꺼려…기업들 인사관리 '비상'

•   이데일리: 4대그룹 연말인사 키워드는…위기 속 미래준비 위한 '혁신'

•   이데일리: [32nd SRE][Issue]탄소중립 시대, '수소'가 해답될까

•   e대한경제: [CSF2021] “메타버스가 구현하는 공간의 진화…장벽은 낮추고 경험은 높이고”

•   e대한경제: 집값 오를수록 소형주택 쏠림 심화

•   더구루: 발라드파워, 영국 연료전지 시스템 통합업체 '아르콜라' 인수

•   에너지경제: "LNG 발전 신규사업 더 꼬일라"…환경부, 녹색금융 대상 재검토

•   에너지경제: 한무경 의원 "서울시 태양광 먹튀 업체, 정부 보조금 28억 받아"

•   전자신문: [글로벌 소부장 테크페어 2021]두산 "수소 생태계 구축, 수소 경제 활성화"

•   로봇신문: 中 광둥성 산업용 로봇 생산 급증..."코로나19가 로봇 도입 촉진"

•   물류신문: 한국교통연구원, 2022 물류를 미리 보다

[Opinions]

•   Project Syndicate(Shang-Jin Wei): Why Is China's Growth Rate Falling So Fast?

•   Project Syndicate(Pinelopi Koujianou Goldberg): Averting Statistical Tragedies

•   Project Syndicate(Xavier Vives): Was COP26 Cheap Talk?

•   Project Syndicate(Richard Haass): Iran's Nuclear Choices and Ours

•   FT(Editorial Board): Easing US-China tensions requires more dialogue

•   FT(John Kerry): Companies that quickly embrace green tech will clean up

•   FT(Michelle Manook): Stop the wordsmithing around coal

•   FT(Huw van Steenis): A new phase for green investing

•   FT(Mujtaba Rahman): The UK misreads the EU’s resolve on Northern Ireland dispute

•   WSJ(Editorial Board): Ganging Up on Moderna

•   WSJ(Judy Shelton): The Federal Reserve Needs to Remove Its Blinkers

•   WSJ(John Bolton): Biden Has a Summit With Xi, but No Strategy for China

•   WSJ(James Freeman): Biden at the Bridge

•   WSJ(Jason L. Riley): Border Crisis Has Biden’s Presidency on the Edge

•   WSJ(Lawrence Goodman): How the Fed Rigs the Bond Market

•   NYT(Thomas L. Friedman): Want to Save the Earth? We Need a Lot More Elon Musks.

•   NYT(Peter Coy): The Pandemic Prompted People to Retire Early. Will They Return to Work?

•   NYT(Spencer Bokat-Lindell): When Can the U.S. Declare Victory Over Covid?

•   NYT(Steven Rattner): I Warned the Democrats About Inflation

•   NYT(Guy Platten): The Supply-Chain Crisis Is a Labor Crisis

•   WP(Editorial Board): Do we want a ‘thaw’ with China? Yes — and no.

•   WP(Editorial Board): The road out of the pandemic is a rocky one. Boosters for all adults will help.

•   WP(David Ignatius): Biden maneuvers to avoid the unintended conflict with China

•   WP(Paul Waldman): Inflation is manageable. Inflation panic is out of control.

•   WP(Kathleen Parker): Has Kamala Harris been sidelined?

•   WP(Daniel W. Drezner): The narratives we tell ourselves about economic power

•   Bloomberg(Editorial Board): U.S. Should Waive Sanctions for India’s S-400 Purchase

•   Bloomberg(Editorial Board): Autonomous Vehicles Could Solve the U.S. Truck Driver Shortage

•   Bloomberg(Justin Fox): Housing Prices Must Drop To Pry Young Adults From Parents' Nest

•   Bloomberg(Brian Chappatta): The Fed Has More Options Than 0% Rates or Recession

•   Bloomberg(Marcus Ashworth): Despite a Strengthening Yuan, the U.S. Dollar Has No Real Rival in the World

•   Bloomberg(Shuli Ren): China Huarong and Tsinghua Unigroup Are Being Rescued But It Won't Be Easy

•   Bloomberg(Gary Shilling): Gary Shilling's Guide to the Post-Pandemic Economy, Part 3

•   Bloomberg(Timothy L. O'Brien): One Poor Town Shows the Need for Infrastructure Spending

•   Bloomberg(Mark Gilbert): Short Sellers Giving In May Be a Bearish Signal

•   CNN(Mark Zandi): Here's when high inflation will come to an end

•   Fox News(Michael R. Pompeo): When 'old friends' Biden and China's Xi met, it was bad for America

•   Reuters(John Kemp): U.S. oil drilling likely to accelerate in 2022

•   Reuters(Andy Home): All eyes on China as LME copper spreads collapse

•   서경(사설): 국토보유세 이어 탄소세, 또 ‘갈라치기 증세’ 카드인가

•   조선(선정민): 원전 반대 사라진 기후회의

•   중앙(남정호): 한국의 '그린 먹튀' 논란… '기후 사기꾼' 몰릴 우려도

•   경향(김진욱): 요소수 넘어 에너지 위기 대비해야