Business Intelligence Monitor 210303

(Introduction)

[Markets]

•   Global: Stocks edge down as investors hit pause, watch bond yields

•   한국: 코스피, 1.03% 오른 3,040대 마감…기관·외인 순매수

•   한국: SK하이닉스 뛸 때 삼성전자 횡보… 반도체株 온도차 이유는

•   한국: 삼성 SK 밖에도 많다…D램 품귀 슈퍼사이클 신바람 난 주식들

•   한국: 두산그룹주 다 올라, 오리콤 두산밥캣 2%대 두산퓨얼셀 두산 상승

•   Metals: Industrial metals rebound as copper steadies above $9,000

•   Grains: Corn, soy futures jump on increasing concerns over South American crops

•   DRAM: 반도체 슈퍼사이클 본격화…D램 가격 석달 새 50% 이상 뛰었다

[Indicators]

•   Eurozone Feb. CPI: Euro-Area Inflation Remains Steady as Economy Battles Lockdowns

•   Germany Jan. Exports: Brexit Triggers 30% Slump in German Exports to U.K. in January

•   Germany Jan. Retail sales: German retail sales tumble in January as lockdown bites

•   Germany Feb. Employment: German Unemployment Unexpectedly Rises as Lockdown Persists

•   UK Feb. House prices: UK house prices rebound in February

•   한국 1월 산업활동동향: 1월 산업생산 0.6%↓, 8개월만에 감소…소비는 1.6% 증가

•   한국 2월 자동차 판매: 현대차 2월 판매 6.7%↑… 쌍용차는 60% 뚝

•   한국 2월 제조업PMI: South Korea’s Manufacturing Powers Ahead Even as China Slows

•   한국 2월 주택가격(부동산원): 수도권 집값 月상승률 12년래 최고

•   Japan Q4 Capital Spending: Japan's capex extends declines as firms tighten purse strings

•   Japan Jan. Employment: Japan jobless rate edges down despite COVID emergency

•   1Nikkei Asia:

•   India Feb. Balance of trade: February imports rise 7% at $40.55 bn; trade deficit widens to $12.88 bn

•   Indonesia Feb. CPI: Inflation dips again in February on weak consumer spending

•   Canada Q4 GDP: Canada’s Economy Powers Into 2021 Despite Covid Restrictions

※   Bloomberg: Justin Trudeau’s Debt Binge Shows Limits in Canada’s Sharp GDP Contraction

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   FT: Pandemic crisis: Global economic impact tracke

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Biden Expects U.S. to Have Enough Vaccines for All Adults by End of May

•   WSJ: Texas Governor Lifts Mask Mandate, Business Restrictions

•   WSJ: Doses of AstraZeneca’s Covid-19 Vaccine Pile Up in Europe Amid Government Restrictions

•   WSJ: Senate Democrats Iron Out Details on Covid-19 Aid Package

•   WSJ: Biden’s Hurdle: Courts Dubious of Rule by Regulation

•   WSJ: Covid-19 Vaccinations Proceed Slowly Among Older Latino, Black People

•   WSJ: Biden Isn’t Considering Sharing Covid-19 Vaccines With Mexico, White House Says

•   WSJ: Derby’s Take: After Bond-Market Tumult, Some See Need for Stronger Fed Response

•   WSJ: Asia’s Champions of Covid-19 Control Fall Behind on Road to Recovery

•   WSJ: What Is Covax and How Will It Deliver Covid-19 Vaccines to Poorer Countries?

•   WSJ: Investors Look to ECB to Step In After European Yields Rise

•   WSJ: Oil Trade Group Is Poised to Endorse Carbon Pricing

•   WSJ: Big Oil Faces Off Against Clean-Energy Giants

•   WSJ: Houston’s Big Oil Conference Goes Green as Energy Transition Accelerates

•   WSJ: CVS, Walgreens Look for Big Data Reward From Covid-19 Vaccinations

•   WSJ: Target Boosts Growth During Covid-19 Pandemic, at Rivals’ Expense

•   NYT: After Stimulus, Biden to Tackle Another Politically Tricky Issue: Infrastructure

•   NYT: Vaccine Passports, Covid’s Next Political Flash Point

•   NYT: How Green Are Electric Vehicles?

•   NYT: Amazon Workers’ Union Drive Reaches Far Beyond Alabama

•   NYT: Why Do Virus Variants Have Such Weird Names?

•   NYT: Possible Showdown Over Myanmar Ambassador Looms at U.N.

•   WP: U.S. announces sanctions on Russia over poisoning and jailing of opposition leader Navalny

•   FT: Weak jobs and retail data point to double-dip eurozone recession

•   FT: WHO investigators deeply sceptical of China’s Covid origin theory

•   FT: Global carbon emissions rebound to pre-lockdown levels

•   FT: EU set to extend suspension of budget rules

•   FT: Europe’s largest chipmaker tells car companies to overhaul supply chain

•   FT: Erdogan pledges human rights reforms

•   FT: Germany loses Covid crown as vaccine campaign falters

•   FT: Redemption shot: von der Leyen begins fightback on EU vaccine rollout

•   FT: Sunak to use full ‘fiscal firepower’ to help companies and workers

•   FT: National Grid to appeal against Ofgem price control ruling

•   FT: The US’s blockbuster manufacturing PMI points to supply chain issues

•   FT: North American groups seek to break China’s grip on rare earths supply

•   FT: Chinese electric carmaker Nio warns of hit from global chip shortage

•   FT: Gensler pledges market structure review after GameStop turmoil

•   FT: Democrats call for tougher capital requirements for US banks

•   FT: German regulator steps in as Greensill warns of threat to 50,000 jobs

•   FT: Greensill and supply-chain finance: how a contentious funding tool works

•   FT: Jack Ma’s Ant defies pressure from Beijing to share more customer data

•   FT: China’s trade hand remains strong post-Trump

•   FT: UK Budget: the long road to levelling up

•   FT: Can the lumbering US housing department become a force for change?

•   Bloomberg: China ‘Worried’ About Bubbles in Property, Foreign Markets

•   Bloomberg: China’s Focus on Bubble Risks Is a Warning Sign for Stock Market

•   Bloomberg: Biden Urges Democrats to Unite Behind $1.9 Trillion Bill

•   Bloomberg: OPEC+ Is Set to Cool Down Oil Market With Extra Production

•   Bloomberg: Brainard Says Recent Bond Market Moves Have ‘Caught’ Her Eye

•   Bloomberg: U.S. Imports at Full Speed Show Uneven Global Recovery Pace

•   Bloomberg: Biden’s Relief Bill Poses First Major Test for Schumer as Senate Leader

•   Bloomberg: Pete Buttigieg Embraces a ‘Fix It First’ Approach

•   Bloomberg: ECB Slows Bond-Buying Despite Strong Warnings on Yields

•   Bloomberg: Italy Likely to Seek Extra Stimulus as Virus Outlook Worsens

•   Bloomberg: China Revs Up Grand Chip Ambitions to Counter U.S. Blacklistings

•   Bloomberg: A Guide to China’s Biggest Political Meeting of 2021

•   Bloomberg: CIBC Chief Sees Canadian Economy on Cusp of Consumer-Led Rebound

•   Bloomberg: Brazil Economic Team Enlists Investor Help as Rate Bets Soar

•   Bloomberg: Bolsonaro Seeks Higher Bank Levy to Pay for Fuel Tax Break

•   Bloomberg: India Set for Record Oil Demand on Recovery From Covid Washout

•   Bloomberg: Wall Street Bullishness Is Becoming a Contrarian Sell Signal

•   Bloomberg: Treasury Yields Face Curbs From Fistful of Money-Market Dollars

•   Bloomberg: Fed Dials Up Pressure on Wall Street to Ditch Discredited Libor

•   Bloomberg: U.S. Bankruptcy Tracker: Brazos Bust Spotlights Texas Menace

•   Bloomberg: Chip Machinery Makers Emerge as Big Winners in Supply Crunch

•   Bloomberg: Copper to Stay Tight on Long Path to New Supply, Top Miner Says

•   Bloomberg: China Power Giant Wants to Get Ahead on Xi’s Emissions Goals

•   Bloomberg: Hydrogen Is ‘Jump Ball’ in Global Clean-Energy Race, Kerry Says

•   Bloomberg: Extreme Weather Puts $84 Billion of Indian Bank Debt at Risk

•   Reuters: Draft agreement confirms Germany plans to extend coronavirus lockdown

•   Reuters: UK to receive 10 million AstraZeneca COVID-19 vaccine doses from India's Serum Institute

•   Reuters: EU executive says joint vaccine strategy not unravelling

•   Reuters: Contagious Brazil COVID-19 variant evades immunity, scientists warn

•   Reuters: Woman dies from brain haemorrhage in Japan days after vaccine, but link uncertain

•   Reuters: Brazil's economy may have shrunk by less than 4% last year: Guedes

•   Reuters: U.S. climate czar urges oil industry to hasten transition to renewables

•   Reuters: Saudi Aramco, BP discuss role of electrification, hydrogen in energy transition

•   Reuters: We need a carbon price, can manage it regionally: Repsol deputy CEO

•   Reuters: Exclusive: India woos Tesla with offer of cheaper production costs than China

•   Reuters: Chile's Codelco copper output jumps in January, Escondida dips

•   Reuters: China, U.S. should lift COVID-19 travel bans if herd immunity reached, Chinese epidemiologist says

•   Reuters: Robotics division of Uber's Postmates spins out into new company

•   Reuters: Analysis: U.S. bond derivatives signal calm, but economic fundamentals could spur more sell-offs

•   Reuters: Analysis: Fixed-income markets wary of Fed decision on bank capital relief

•   CNN: Volkswagen and GM take on Tesla with new compact electric SUVs

•   CNN: John Kerry's warning to Big Oil: Embrace change or be on the wrong side of this battle

•   CNBC: Biden administration releases report on trade agenda, China challenge

※   USTR: Biden Administration Releases 2021 President’s Trade Agenda and 2020 Annual Report

•   CNBC: How Covid-19 caused a global shortage of semiconductors, computer chips

•   CNBC: Smead: Most investors 'just aren’t prepared' for surging bond yields

•   CNBC: 10% GDP growth? The U.S. economy is on fire, and is about to get stoked even more

•   CNBC: Tax hikes, furlough extensions and a hawkish tone: Analysts’ predictions for the UK budget

•   CNBC: Oil: OPEC's Saudi Arabia and Russia are at loggerheads once again

•   CNBC: Eric Schmidt's National Security Commission on AI issues China warning

•   CNBC: Volvo says it will be ‘fully electric’ by 2030 and move car sales online

•   CNBC: Russia’s Sputnik vaccine is luring Eastern Europe, worrying the EU

•   CNBC: Covid relief bill doesn't extend eviction ban set to expire this month

•   CNBC: Coronavirus UK: Charts show how Pfizer's vaccine is working

•   MarketWatch: Why the stock market’s big rotation can continue even if bond yields stop rising

•   MarketWatch: Goldman Sachs says it’s the beginning of a structural bull market in commodities

•   Fox Business: Elizabeth Warren's wealth tax the 'stupidest idea ever': Economist Kevin Hassett

•   SCMP: China’s ‘two sessions’: Beijing set to signal post-Covid economic confidence

•   SCMP: Coronavirus could cost China US$417 billion in 2021, researchers say

•   SCMP: China warns ‘side effects’ of US economic stimulus risk causing sharp market correction

•   SCMP: US has no need to change its ‘strategic ambiguity’ about Taiwan, says ex-national security adviser H.R. McMaster

•   SCMP: China-Russia ties: ‘no plans for military alliance’ to take on US

•   Nikkei Asia: COVID variants spreading fast in Japan, Kobe study finds

•   Nikkei Asia: Tokyo governor to seek extension for COVID state of emergency

•   Nikkei Asia: Japan lags as economies worldwide shift to renewable power

•   Nikkei Asia: Surge in Chinese incursions leaves Japan scrambling on Senkakus

•   매경(P1): SK, 5년간 18조원 투입해 세계최대 수소공장 짓는다

※   산업부: 2030년까지 수소경제 기업투자 43조원! 정 총리, 탄소중립을 위해 ‘태양, 바람, 수소’ 시대로 대전환 필요

•   매경: 현대차 SK 포스코 의기투합…수소 일자리 21만개 만든다

•   매경: 정의선 회장 "탄소중립시대엔 수소가 에너지화폐 역할할 것"

•   매경(P1): 매장 4개 1000만원…'부자 자영업'에 4차 지원금 더 준다

※   기재부: 2021년도 추가경정예산안

•   매경: 자영업 100만원 vs 기업형 룸살롱 1000만원…4차지원금 논란

•   매경: 추경 15조중 19조는 빚내서 마련…홍남기 또 페북에 걱정

•   매경: 노점상·일용직 근로자도 50만원씩 지원

•   매경: 배달 알바가 낫겠네…세금 2조 투입해 만드는 일자리 보니

•   매경: 대출받은 사람이 만기연장때 상환방법·기간 결정

•   매경: 선거앞 추경, 또 졸속심사 불보듯

•   매경: 산 이어 이번엔…"댐 수면 10% 태양광으로"

•   매경: 금리 1.75% 넘는 은행예금 '전멸'

•   매경: LG이노텍 "車에서도 끊김없이 영화 보세요"

•   매경: 정제마진 1년만에 3달러 넘어…정유업계 가뭄의 '단비' 될까

•   한경(P1): "LH직원, 100억대 신도시 땅투기"…참여연대·민변 의혹 제기

•   한경(P1): 대법 "저성과자 해고, 평가 공정했다면 적법"

•   한경(P1): 당일 배송' 띄우는 네이버 vs '카톡 쇼핑' 키우는 카카오

•   한경: 백신 예산 충분하다더니…2.7조원 배정

•   한경: '묻지마 만기연장'…한계기업 구조조정 물 건너가

•   한경: 與, 3월국회 열자마자 또 '입법 독주' 예고

•   한경: IAEA "北, 핵시설 여전히 가동 정황"

•   한경: 선거 앞두고 '종부세 이연' 꺼낸 與

•   한경: "2050년까지 100% 전기·수소차로 대전환"

※   환경부: 2050년 탄소중립 실현을 위한 2021년 환경부 탄소중립 이행계획 발표

•   한경: "중대재해법 등 건설업 규제 총력 대응"

•   한경: 폴리텍大 로봇캠퍼스 영천서 개교

•   한경: 시장조성자 면세 축소 '후폭풍'…증권사 "밑지는 장사 손 떼겠다"

•   한경: 3억 빌리면 月 99만원…40년 갚는 '초장기 주택대출' 나온다

•   한경: [단독] '성과급 논란' SK하이닉스, 이번엔 인사평가 소송

•   서경(P1): 빚내 지원하더니···'증세 청구서' 내미는 與

•   서경: 여당서 "부유·연대稅 검토하라"···선거후 증세 급물살 탈 듯

•   서경: 인플레 공포 커지는데···'현금지원 쓰나미'에 재정 방파제 무너진다

•   서경: 9.9조 적자국채 후폭풍···경기부진으로 이어지나

•   서경: 韓 R&D 투자, 中 뛸 때 '뒷걸음'···이대론 초격차 전략 무용지물

•   서경: 삼성·SK, D램·낸드·파운드리 전방위 투자 속도

•   서경: 100년 모아도···소득 하위 20%, 서울 고가주택 못산다

•   서경: 3기 신도시 등 토지보상금 올해만 9.1조···집값 불쏘시개 되나

•   서경: [단독] 신속항원검사 양성자 3명 중 1명은 '허위'

•   조선: 음식·숙박 자영업 최악의 겨울, 카드결제액 5년만에 최저

•   조선: 탈원전으로 원전 공급업체 매출 1조5700억 감소

•   조선비즈: 전기먹는 하마'된 비트코인...'채굴 전력' 아르헨티나 사용량과 비슷

•   조선비즈: 5G·전장 올라탄 삼성전기·LG이노텍…역대급 실적에 ‘전자’ 후광 벗는다

•   IT조선: [단독] 블록체인 기반 코로나 접종증명, 사업자 선정 임박

•   중앙: 1·2월 출생아 또 사상 최저…"코로나 쇼크, 2세 생각도 못해"

•   중앙: 현대차 노조, 아이오닉5 생산 발목잡나

•   중앙: [단독]쿠팡, 뉴욕증시 3월 11일 상장 유력…공모가 30달러선

•   중앙: [단독]중수본 카드매출자료 보니…식당 9~11시 매상 3분의1로

•   동아: 서울 한강이남 11개구 아파트, 전세 중위가격 7억 처음 넘어

•   국민: 전기차보다 충전시간·출력 탁월… ‘미래 몸값’ 불리는 수소차

•   국민: 日 앞서고 韓·유럽·호주 추격전… 전 세계 소리없는 수소전쟁

•   국민: 정부, 태양광·풍력 이어 수소발전소까지 키우는 이유? 무엇보다 안정성

•   한겨레: [단독] 작년 국고채 45조 더 발행했지만 이자비용은 2.6조 감소

•   경향(P1): ‘방역 사각’ 동두천 외국인 노동자 80여명 코로나19 확진

•   경향: 중국 배터리에 선두자리 내준 K배터리

•   경향: 국제 곡물가격 ‘고공행진’…국내 물가 영향

•   머니투데이: 한달 더? 삼성 美반도체 '셧다운 책임'은…"손실 수천억대"

•   헤럴드경제(P1): 현대차그룹 ‘해외 수소생산기지’ 첫발

•   헤럴드경제(P1): 文 “백신 안전성 책임진다”

•   헤럴드경제: “대기시간만 2시간…” 코로나도 무색한 ‘애플팬’ 행렬

•   아시아경제(P1): SK이노 "3조원 더 투자"…바이든에 '배터리 SOS'

•   아시아경제: SK이노, 분쟁 뒤집기 '바이든 묘수' 통할까

•   아시아경제: 젊어지는 재계…30대 그룹 총수 30%가 40·50대

•   아시아경제: 리모델링 봄바람 기대감…건설사들 수주 각축전 예고

•   아시아경제: '비수기' 1월 세계 반도체 매출 400억弗 첫 돌파…장기 호황 신호탄?

•   디지털타임스(P1): "미래가치에 투자" 메가트렌드 ESG경영

•   디지털타임스: [ESG경영] 기업·은행·국가 신용평가 잣대… "거래대상까지 ESG 요구"

•   디지털타임스: [ESG경영] 주주가치 VS 환경문제… 자본주의 갑론을박

•   디지털타임스: [ESG경영] 국제 표준 규제 마련 움직임… 이제 생존과 직결

•   디지털타임스: [ESG경영] "ESG, 선택아닌 국가생존 필수조건… `BBC`를 보면 알수있다"

•   디지털타임스: [ESG경영]"화력발전 사업참여 안한다"… KB, 금융그룹 첫 `탈석탄` 선언

•   디지털타임스: [ESG경영]물·에너지 저감·신재생까지… 속도내는 지속가능 경영전략

•   디지털타임스: [ESG경영]"ESG는 시대 흐름… 지배구조 개선 없이 안착 어려워"

•   디지털타임스: 친환경·신재생에너지 전환 열풍… 커가는 ESG 채권 활용 관건

•   이데일리(P1): 플랫폼의 힘…이커머스 전쟁 승부 갈랐다

•   이데일리(P1): [만났습니다]①진대제 "4차 산업혁명 시대, 산업부총리 필요하다"

•   이데일리: [만났습니다]②진대제 "車반도체 시장 작아…삼성, M&A 나서지 않을 것"

•   이데일리: 윤석헌 "글로벌 금리상승, 자산가격 조정 가능성 대비해야"

•   이데일리: [인터뷰] "백신 7회분 쥐어짜기 논란 불필요...백신 확보가 중요"

•   이데일리: 집값 상승세 줄었지만…“이달 말쯤 매수세 다시 붙는다”

•   이데일리: “‘투기와의 전쟁’ 결국 실패…2·4대책 연착륙 필요”

•   연합: 나흘만에 다시 400명대…사업장 등 외국인 집단감염 속출 '불안'

•   뉴스1: '월성원전 자료 삭제' 산업부 공무원 3명 재판 1주 앞으로

•   이투데이: 현대모비스 "수소연료전지 공장 추가 증설 여부 검토 중"

•   아주경제: [해상풍력 열풍] 유례없는 해상풍력 인기...과거 풍력발전 실패 극복할까

•   아주경제: [해상풍력 열풍] 부활 날갯짓하는 두산중공업...실적쌓기 속도낼 듯

•   아주경제: 산업계 "탄소중립 위해 정부가 선제적으로 나서달라" 한목소리

•   더구루: [단독] LG전자, 난징공장 '3640억' 추가 투자…中 전장부품시장 정조준

•   더구루: 두산, 수소 드론에 낙하산 장착…인명피해 방지 효과

•   글로벌이코노믹: 두산밥캣, EMEA법인 포터블 파워 사업부 대표로 잔 모라벡 임명

•   노컷뉴스: [인터뷰]두산 박용만 "총리 하마평? 자격도, 생각도 없다"

•   매일신문: "신한울 3·4호기 즉각 재개" 청와대 간 울진군민들

•   Power Engineering: LNG global demand doubling to 700M tons by 2040, Shell Energy report forecasts

•   FuelCellsWorks: Is Hydrogen Fuel the Future of Transportation in Germany?

•   에너지경제: [이슈] 인프라 공공성 강화 요구 높아지는 LNG 시장

•   에너지경제: ESS 고정가격계약 제외...불공정 논란에 공정위 제소 불사

•   대한경제: 한전, 올해 2427건 발주한다…3조9000억원 규모

•   OilPrice.com: 3 Ways To Play The Next Commodity Supercycle

•   전자신문(P1): 현대차, 이달 '3000만원' 중저가 전기로 中 시장 노린다

•   전자신문: 태양광 REC 4만원대 회복…발전사업자 수익성 개선 전망

•   Phone Arena: Are portless phones the future?

•   Phone Arena: Apple's huge TSMC gamble could give it a head start over rivals

•   Phone Arena: Apple's iPhone 12 Pro duo and 5G handsets in general will help the market thrive in Q1

•   Phone Arena: Samsung could release three Exynos chips this year

•   Robotics & Automation News: Changing Material Handling Industry Accelerates AGV Robotics

•   Robotics & Automation News: How a top automotive manufacturer went ‘fork free’ to boost productivity and safety

•   Robotics Business Review: Intelligent Robots in the Workplace – Present and Future Outlook

•   Robotics Tomorrow: How a top automotive manufacturer went ‘fork free’ to boost productivity and safety

•   로봇신문: 유진로봇, 자율주행 솔루션 글로벌 기업으로 도약한다

•   Mint: India's trade restrictive policies inhibiting bilateral trade ties: USTR

•   Folha de S.Paulo: 'I Didn't Make any Mistakes', Says Bolsonaro while Insisting on Early Treatment and Criticizing Isolation

•   Folha de S.Paulo: State Health Secretaries Say Country Is Experiencing 'Worst Moment' in Covid and Demand Curfew from 8 pm to 6 am

•   Folha de S.Paulo: 3 More States Adopt Restrictions against Covid-19

•   Moscow Times: Has Russia Beaten Boom and Bust?

•   Moscow Times: As Oil Prices Rally, Familiar Russia-Saudi Tensions Set to Rise

•   Jakarta Post: [ANALYSIS] SWF: Challenges and impacts on infrastructure financing

[Opinions]

•   Project Syndicate(Nouriel Roubini): The COVID Bubble

•   Project Syndicate(Rachel Kyte, Ana Toni, Bernice Lee): Greening the “Special Relationship”

•   Project Syndicate(Cynthia Miller-Idriss, Elmira Bayrasli): The Growing Threat of Far-Right Extremism

•   Project Syndicate(Howard Davies): Central Banks’ Green Goals Are Raising Red Flags

•   Project Syndicate(Yanis Varoufakis): The Goldilocks Stimulus Myth

•   Project Syndicate(Joseph S. Nye, Jr.): What Could Cause a US-China War?

•   Project Syndicate(Ngaire Woods): The Green Shoots of COVID Solidarity

•   FT(Editorial Board): Building trust in AI systems is essential

•   FT(Editorial Board): A tougher global response is needed to the Myanmar coup

•   FT(Martin Wolf): What central banks ought to target

•   FT(Janan Ganesh): Joe Biden’s popular stimulus reveals a changed America

•   FT(Ben Hall): Mario Draghi and Emmanuel Macron — the EU’s new power couple?

•   FT(John Redwood): Shares can weather bond turmoil

•   FT(Ethan Klingsberg): End of ‘liquidity premium’ to unleash shareholder activism

•   FT(Claire Jones): The era of central bank convergence is over

•   WSJ(Editorial Board): Biden’s Mideast Concessions Backfire

•   WSJ(Editorial Board): The Grievances of Trump Past

•   WSJ(Walter Russell Mead): Biden’s Iran Problem

•   WSJ(William A. Galston): Stepping Up the Tech Fight Against China

•   WSJ(Phil Gramm, Pat Toomey): Trump’s Protectionist Failure

•   WSJ(Rahm Emanuel): Democrats Need an 11th Commandment

•   NYT(Paul Krugman): Too Much Choice Is Hurting America

•   NYT(Jamelle Bouie): Biden Is Saying Things Amazon Doesn’t Want to Hear

•   WP(Catherine Rampell): The Senate parliamentarian’s ruling on the minimum wage did Democrats a favor

•   WP(Greg Sargent): Biden’s next big move could deliver a crippling blow to Trumpism

•   WP(Akram Keram): China’s push for digital yuan should make the world nervous

•   WP(Norman Ornstein): Democrats can’t kill the filibuster. But they can gut it.

•   Bloomberg(Brian Chappatta): Bond Tantrum Has Big Silver Lining for Pensions

•   Bloomberg(John Authers): The Money Gusher Says There's No Stocks Bubble Yet

•   Bloomberg(Liam Denning): Carbon Emissions Made a Rapid Recovery From Covid

•   Bloomberg(Nir Kaissar): Bitcoin Tips Scales in Favor of a U.S. ETF

•   Bloomberg(Andreas Kluth): Berlin’s Rent Controls Are Proving to Be a Disaster

•   Bloomberg(Lionel Laurent): Vaccine Comparison Shopping Lets Covid Win

•   Bloomberg(Meghan L. O'Sullivan): Saudi Arabia and the U.S. Still Need Each Other

•   Bloomberg(Peter R. Orszag): Congress’s Infrastructure Plan Must Put Climate First

•   MarketWatch(Mark Hulbert): Even a modified ‘Buffett Indicator’ is more bearish than ever

•   MarketWatch(Patrick Watson): Texas’ deep freeze sent me back to a time when there was no electricity or running water

•   MarketWatch(Rebecca Christie): Central banks don’t have to pick winners and losers to fight climate change

•   Fox News(Brian Kemp): COVID relief – Pelosi-Schumer plan favors Democrat states. Here's how we fight back

•   Fox News(Chuck DeVore): Texas' blackouts – here's the truth about why they happened and what we have to do next

•   Reuters(John Kemp): Global manufacturing surge accelerates goods inflation

•   Reuters(Mark Miller): What would a $15 minimum wage in U.S. mean in retirement? Plenty

•   매경(지만수): 사장님의 ESG, 실무자의 ESG

•   한경(사설): 현대차·SK '수소동맹', 초격차 벌릴 융복합 협업 되길

•   파이낸셜뉴스(신민영): ESG 확산은 이해관계자 자본주의로의 전환?

•   이데일리(사설): 현실화 된 '수소 동맹', 기대 큰 만큼 정부 할 일 많다

Business Intelligence Monitor 210302

(Introduction)

[Markets]

•   Global: Wall Street rallies on U.S. stimulus and vaccine hopes as bond markets calm

•   Metals: Tin retreats from nine-year high but fundamentals underpin prices

•   Grains: Corn, soy, wheat futures ease in setback from surges

[Indicators]

•   OPEC Feb. Oil production: OPEC oil output falls in February on Saudi additional cut - survey

•   US Feb. Manufacturing PMI(ISM): China Manufacturing Stumbles as U.S. Takes Off

•   US Jan. Construction spending: Construction spending hits record high in January

•   Eurozone Feb. Manufacturing PMI(final): Italy and Spain enjoy manufacturing bounceback as demand rises

•   Germany Feb. CPI: German Inflation Holds at One-Year High on Energy and Food

•   UK Jan. Mortgage approvals: U.K. Mortgage Approvals Ease as End of Tax Relief Approaches

•   China Feb. Manufacturing PMI(Caixin): China's factory activity growth slips to nine-month low: Caixin PMI

•   한국 1월 주택 인허가: 1월 서울 주택 인허가 11년래 최소

•   한국 2월 무역수지: 조업일 3일 적어도 지난달 수출 9.5%↑…일수출, 2월중 역대 1위

※   한경: 수출 급증했지만…변수 많아 '순항' 미지수

•   한국 2월 주택가격 동향(KB): 서울 전셋값 상승폭 3개월째 줄어 1% 아래로

•   India Feb. Manufacturing PMI: India's Manufacturing PMI at 57.5 in Feb 2021, against 57.7 in Jan

•   India Feb. GST collections: GST collections cross Rs 1 trillion for fifth consecutive month in Feb

•   Vietnam Feb. Balance of trade: Việt Nam racks up $1.29 billion in trade surplus in two months

•   Vietnam Feb. CPI: CPI in February highest in 8 years

•   Turkey Q4 GDP: Turkey's 4Q GDP grows 5.9% on year

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   FT: Pandemic crisis: Global economic impact tracke

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Senate Moves Ahead With Covid-19 Aid Package Without Minimum-Wage Boost

•   WSJ: Many Businesses Support a Minimum-Wage Increase—Just Not Biden’s $15-an-Hour Plan

•   WSJ: Biden Backs Amazon Workers’ Push to Unionize in Alabama

•   WSJ: Biden Administration’s Plan to Rescind States’ Medicaid Work Rules Faces Temporary Hitch

•   WSJ: U.S. to Take Hard Line on Chinese Trade Practices, Administration Says

•   WSJ: Biden’s Plans to Rally Allies on China Are Put to the Test

•   WSJ: Is Inflation a Risk? Not Now, but Some See Danger Ahead

•   WSJ: Fed’s Brainard Urges Steps to Address Weaknesses in Short-Term Funding Markets

•   WSJ: J&J Covid-19 Vaccine Shipments Head for States

•   WSJ: Covid-19 Virus Studies Yield New Clues on Pandemic’s Origin

•   WSJ: Covid-19 Vaccine Program in U.K. Cut Deaths, Hospitalizations

•   WSJ: Millions of Tenants Fall Further Behind on Rent as They Await Federal Covid-19 Assistance

•   WSJ: Greensill Capital Faces Possible Insolvency After Credit Suisse Suspends Investment Funds

•   WSJ: Exxon Adds New Board Members Amid Activist Pressure

•   WSJ: South Korean Battery Makers Pitch White House About Disputed Georgia Factory

•   WSJ: Big Companies Disclose Details on Gender, Race in Workforces

•   WSJ: Texas Blackout Bills Plunge Power Supplier Brazos Into Bankruptcy

•   NYT: Virus Did Not Bring Financial Rout That Many States Feared

•   NYT: Can’t Get a Covid Vaccine? In This County, Everybody is Eligible

•   NYT: How Can Biden Bring Back Manufacturing Jobs? Weaken the Dollar

•   NYT: The U.K.’s Fight Against the Covid Pandemic Has Divided a Nation

•   NYT: Myanmar’s Military Deploys Digital Arsenal of Repression in Crackdown

•   NYT: Photos From Myanmar: A Street-level View of Coup Protests

•   NYT: China Charges Ahead With a National Digital Currency

•   NYT: China Appears to Warn India: Push Too Hard and the Lights Could Go Out

•   WP: Johnson & Johnson vaccine deepens concerns over racial and geographic inequities

•   WP: Trumpism will endure in the GOP. Trump may not.

•   WP: Brazil's coronavirus outbreak worsens, deaths peak

•   WP: With Iran and U.S. at loggerheads over deal, U.N. nuclear agency chief warns inspections should not be used as a ‘bargaining chip’

•   WP: The Daily 202: Biden’s cautious approach on Syria strikes, Saudi Arabia draws Democratic scrutiny

•   FT: Brazil virus variant found to evade natural immunity

•   FT: After 33 years of failure, Novavax closes in on Covid triumph

•   FT: Carmakers braced for prolonged chip shortage

•   FT: Nicolas Sarkozy sentenced to jail for corruption

•   FT: EU plans digital vaccine passports to boost travel

•   FT: France lifts restrictions on giving Oxford/AstraZeneca jab to over-65s

•   FT: Former Italian PM Giuseppe Conte to lead Five Star movement

•   FT: Hungarians get Chinese Covid vaccine as Orban breaks with EU strategy

•   FT: Rapid UK vaccine rollout promises faster economic revival and fewer tax rises

•   FT: Sunak ‘should not raise taxes’ in Budget, say MPs

•   FT: Five things to watch out for in Sunak’s Budget

•   FT: Sunak to arm City for fightback with listings regime shake-up

•   FT: Johnson predicts ‘jobs-led recovery’ that would defy pessimists

•   FT: Johnson defends UK border regime amid hunt for Covid patient

•   FT: Growth in UK household savings raises hopes of recovery boost

•   FT: UK plc up for sale as overseas buyers eye bargains

•   FT: Biden pressed for tough response to China’s repression of Uighurs

•   FT: US risks losing semiconductor edge, commission warns

•   FT: China developer default marks latest test in under-pressure sector

•   FT: Hong Kong protesters defy ban to show support for detained leaders

•   FT: Netanyahu blames Iran for attack on Israeli-owned ship

•   FT: Austria and Denmark forge ‘vaccine alliance’ with Israel

•   FT: US companies struggle to impress investors despite upbeat results

•   FT: Spac dealmaking sets new record

•   FT: Retail traders’ hold on China’s stock market slips as institutions rise

•   FT: China’s exporters hit by global shortage of shipping containers

•   FT: Vaccine dispute suggests a new role for the WTO

•   FT: Cuomo’s problems deepen anxiety of New York’s business leaders

•   FT: Britons braced for price of UK going to net zero

•   Times: AstraZeneca cashes in on Moderna’s rising star | Business | The Times

•   Bloomberg: Biden Putting Tech, Not Troops, at Core of U.S.-China Policy

•   Bloomberg: Xi Mobilizes China for Tech Revolution to Cut Dependence on West

•   Bloomberg: Biden’s Trade Goals Contrast With Trump’s on Climate, Allies

•   Bloomberg: Biden USTR Nominee Katherine Tai Pledges to Ensure China Tariffs Appropriate

•   Bloomberg: WTO Chief Begins Uphill Climb to Overhaul Global Trade’s Referee

•   Bloomberg: Elizabeth Warren, Other Progressives Propose ‘Ultra-Millionaire’ Tax

•   Bloomberg: Richest 100 Americans Would Pay $78 Billion Under Warren Tax

•   Bloomberg: Kamala Harris on Stimulus Plan for Cities

•   Bloomberg: U.S. Aid Would Push GDP Above Pre-Virus Trend by Midyear: Chart

•   Bloomberg: Fed’s Barkin Plays Down Market Swing, Says Focus Is Real Economy

•   Bloomberg: U.S. Vaccine Supply Is Increasing

•   Bloomberg: Pandemic-Induced Credit Losses Could Hit $1 Trillion, BIS Says

•   Bloomberg: Inflation 2021: Malnutrition and Hunger Fears Rise as Food Prices Soar Globally

•   Bloomberg: Elizabeth Warren, Other Progressives Propose ‘Ultra-Millionaire’ Tax

•   Bloomberg: ECB’s Villeroy Signals Action to Battle Threat of Rising Yields

•   Bloomberg: Bank of England Aligns With the Fed Over Rout in Bond Market

•   Bloomberg: Euro-Area Factory Costs Rising at Fastest Pace in a Decade

•   Bloomberg: Spain to Consider Tourism Bilateral Deals if No EU Vaccine Certificate Solution

•   Bloomberg: Los Angeles Port Congestion Lingers, Slowing U.S.-Asia Trade

•   Bloomberg: Food Inflation in India to Rise as Chickens, Milk May Cost More

•   Bloomberg: Brazil and Chile Traders Call for Bolder and Faster Rate Hikes

•   Bloomberg: Nigeria Covid-19 Vaccine Registration Starts Ahead of Covax Shot Arrival

•   Bloomberg: Aung San Suu Kyi Charged by Myanmar Court With Incitement Amid Protests

•   Bloomberg: BOJ Still Ready to Defend Yield Range Before Review

•   Bloomberg: Trudeau’s Tighter Covid-19 Rules Hit Canada’s Economic Growth

•   Bloomberg: Canadians Now Make More on Global Holdings Than They Send Abroad

•   Bloomberg: Pandemic Property Boom Forces Mea Culpa From Canada Housing Czar

•   Bloomberg: As a Treasuries Rout Went Global, China’s Bonds Shone on Alone

•   Bloomberg: South Korea’s Coupang Seeks Up to $3.6 Billion in New York IPO

•   Bloomberg: A $300 Billion Quant Trade Wins in ‘Almost Unbelievable’ Market

•   Bloomberg: Oil Exports From U.S. Supertanker Port Crash to Zero From Record

•   Bloomberg: Manhattan Office Rents Lowest Since 2018 as Supply Hits Record

•   Bloomberg: Citigroup and Exxon Must Let Investors Vote on ESG Issues

•   Bloomberg: Texas’ Biggest County Explores Exiting Power Grid After Storm

•   Bloomberg: Big Oil’s Net-Zero Plans Show the Hard Limits of Carbon Offsets

•   Bloomberg: Renewable Energy Jobs for Oil and Gas Workers Exist. Workrise Is Finding Them

•   Bloomberg: Hydrogen Set for $960 Million Push in Polish Green Recovery Plan

•   Reuters: Global COVID-19 infections up for first time in seven weeks, WHO says

•   Reuters: Exclusive: Six-week sprint got Indian-made AstraZeneca vaccine approved in Canada

•   Reuters: U.S. focused on 'future conduct' of Saudi Arabia after Khashoggi sanctions, spokesman says

•   Reuters: Energy leaders grapple with climate targets at virtual CERAWeek

•   Reuters: Bill Gates says cheap green hydrogen would be 'huge deal' in energy transition

•   Reuters: Oil executives expect crude demand to climb, even as renewables are in vogue

•   Reuters: To go electric, America needs more mines. Can it build them?

•   Reuters: Exclusive: India's finance ministry considers cutting taxes on petrol, diesel - sources

•   Reuters: Exclusive: EU audits Indian vaccine maker as AstraZeneca looks to boost supplies to the bloc - source

•   Reuters: China says domestic competition hurting rare earth prices

•   Reuters: Analysis: Central banks will happily ignore inflation-mongers

•   Reuters: Analysis: Emerging markets feel the heat of the 'bondfire'

•   Reuters: Analysis: SPACs turn to 'stonks' as amateur traders take on more risk

•   CNN: Alexey Navalny poisoning: Biden administration looks to sanction Russia this week

•   CNN: Wall Street's new bogeyman: The bond market

•   CNN: Warren Buffett sees shades of 1980s crisis in today's bond market

•   CNN: CNOOC: Wall Street is kicking out yet another big Chinese company

•   CNN: Families separated at the border could be reunited in US, Homeland Security secretary says

•   CNBC: Covid vaccine: Novavax expects FDA clearance as early as May

•   CNBC: All Apple stores in U.S. open for business for first time since start of the pandemic

•   CNBC: Bitcoin is at a tipping point and could become ‘currency of choice’ for global trade, Citi says

•   CNBC: Not just Tesla: Tech analyst says electric vehicle stocks could soar 50% this year

•   CNBC: Goldman: Investors shouldn't worry about interest rates at these levels

•   CNBC: White House rebuffs pressure to punish Saudi crown prince over Khashoggi murder

•   CNBC: UK hunts for missing person infected with Covid variant first detected in Brazil

•   CNBC: 4 charts show how the UK’s coronavirus vaccine rollout is starting to work

•   CNBC: China’s spending on R&D hits a record $378 billion

•   CNBC: Stimulus checks, unemployment benefits lift 1.6 million from poverty

•   CNBC: JPMorgan upgrades Plug Power, says it will be a leader in the future hydrogen economy

•   CNBC: Major offshore wind farm using 187-meter high turbines starts to produce power

•   CNBC: Chinese ministry calls for supply chain resiliency, without mentioning chip production targets

•   CNBC: iPhone 13: Kuo predicts smaller screen notch, improved cameras

•   SCMP: China EV war: Top 5 electric vehicle fundraisers to watch out for in 2021

•   SCMP: China saw number of ultra-wealthy individuals rise the fastest globally in 2020, Knight Frank study finds

•   SCMP: Coronavirus: US and China should join forces to find the animal host, top Chinese scientists say

•   SCMP: Scepticism over China’s Sinovac jab as Philippines rolls out coronavirus vaccination programme

•   SCMP: Bitcoin mining in northern Chinese province to be halted amid energy-saving push

•   SCMP: Boeing 737 MAX: China’s flight ban won’t be lifted until safety concerns ‘properly addressed’

•   SCMP: ‘Two sessions’ 2021: five things you need to know about China’s biggest political gatherings

•   Global Times: Data shows China's effort on COVID-19 vaccine development

•   Global Times: Shortage of microchips is shortcutting mobile phone manufacturing

•   Nikkei Asia: SoftBank injects Hong Kong robotics business into joint venture

•   Nikkei Asia: Japan's great quake: Void persists after 10 years of rebuilding

•   매경(P1): [단독] 주식 13조 던진 국민연금, 16조 더 판다

•   매경: 국민연금 42일째 순매도…주가 오르면 팔아야 하는 딜레마

•   매경: 국내주식 비중 5년내 15%까지 줄여야할판

•   매경: 국민연금 매도 공세 와중에도 담고 있는 주식은

•   매경(P1): 반도체 슈퍼사이클, 더 세게 온다

•   매경: "D램 가격 40% 더 간다"…삼성전자 SK하이닉스 내년까진 슈퍼사이클

•   매경: 길어지는 삼성 오스틴 셧다운 "4월 중순께 가동할 수도"

•   매경(P1): 중국 쇄국에 막힌 네이버 카카오…한국선 바이두 위챗 활개

•   매경: 요즘 대학 새내기는…"미팅이요? 차라리 주식할래요"

•   매경: 이재명 '與증세론' 비판…"국민저항만 야기할 것"

•   매경: 김정은 핵 전력 키우는데…한국, 3년전 '따뜻한 봄날' 타령만

•   매경: 北 두려워 안보 포기?…與 '한미훈련 연기론'

•   매경: 직장인 필수앱 MS엑셀.구글캘린더…'이 앱' 하나로 다 열려요

•   매경: "계기판 보듯 경영실적 한눈에…대기업 맞춤기능 통했죠"

•   매경: 韓-스위스 통화스왑 연장…2026년까지 11.2조원 규모

•   매경: 공정위, '총수 사익편취' SK 상반기 제재절차

•   매경: 국내 200대 기업 80% 'ESG 리스크'에 노출

•   매경: "무주택자 옥죄니 괴롭다"…집값올라 대출막힌 3040

•   매경: 기본건축비 인상 '찔끔'…업계 "집 지어 뭐 남겠나"

•   매경: 코로나 백신 부작용 예방…'접종후 30분' 골든타임에 달렸다

•   매경: 신분당선 이용객 예측 실패…대법 "정부, 민간에 배상을"

※   두산건설·대림건설·대우건설 등으로 구성된 신분당선 주식회사가 정부를 상대로 낸 실시협약 조정신청 소송 상고심에서 원고 일부 승소로 판결한 원심을 확정

•   한경(P1): "양보는 없다" 네이버 vs 카카오…새 IT플랫폼 시장 승자는?

•   한경(P1): 巨與의 '묻지마' 입법 독주…정부 역할이 사라지고 있다

•   한경: 포장 검열·부동산감독원…정부도 巨與 등에 업고 '청부입법' 남발

•   한경: 기재부 "與 자영업 손실보상법 정부와 합의 안돼…문제도 많다"

•   한경: 국채 금리 급등에 기재부도 초비상

•   한경: 현대차 정의선, 효성 조현준…그룹 총수로 '공식' 지정된다

•   한경: 삼성전자, 커넥티드카 美 스타트업 인수

•   한경: 조선 빅3, 두달 만에 6조 수주

•   한경: 갤S21 '카툭튀' 적은 이유 이거였네

•   한경: LG전자 '올레드 TV 대중화' 승부수…신형 가격 20% 낮췄다

•   한경: '최후의 보루'마저…항공사가 항공기 반납한다

•   한경: 신기술·신제품·신사업…국가대표 기업들 3新과 달린다

•   서경(P1): 라인·야후 5.3조원 투자, AI 인력 5,000명 뽑는다

•   서경(P1): 4차 재난지원금에 적자국채 10조 발행

•   서경: 양파 까듯 재난지원금 내용 하나씩 공개...극에 달한 與 생색내기

•   서경: 임해종 사장 “수소, 산업현장서 수십 년 사용... 프로판보다 위험도 낮아”

•   서경: "비트코인 입출금 할까 말까···" 둘로 나뉜 은행권

•   서경: 디지털세 제조업 과세 가능성 높아져...삼성·LG·현대차 등 타깃 될수도

•   서경: 3,000P 전후 ‘박스피’ 불가피···"경기 민감주·중소형株가 유리"

•   서경: 계획만 거창했던 '빈집 임대'···공급 확 줄인다

•   서경: 경제단체 상근부회장, 산업부 출신이 휩쓴 이유는?

•   조선(P1): 4차 지원금? 2·3차 지원금도 아직 못받은 소상공인 38만명

•   조선: 한은 기준금리 카톡 발표 이유는 '10만분의 3초' 속도

•   조선: 국채·회사채 금리 들썩, 대출금리 더 오를 일만 남았다

•   조선비즈: 증권사 "2분기에 15% 빠지는 조정장 온다"

•   조선비즈: ‘실탄' 확보 나선 최태원의 SK, 야구단·유전 팔고 수소·바이오 투자

•   조선비즈: 삼성 5G 장비, AT&T 수주 '빨간불'…믿었던 美·日서 위기

•   IT조선: [단독] LG 레인보우 출시 무기한 보류

•   중앙(P1): [view] “도쿄올림픽 성공 협력” 한·일관계 개선 메시지

•   중앙: 정은경 “백신 한병당 접종인원 안 늘려…잔량 모아 사용 금지”

•   중앙: 백신접종 이제 시작인데…‘코로나 끝난듯’ 관광지·쇼핑몰 북적

•   중앙: 현대차도 반도체 가뭄…아이오닉5 생산 차질 빚나

•   중앙: 텍사스 블랙아웃에도 홀로 불밝힌 집, 비결은 ESS

•   중앙: 5G 상용화 3년째인데도 기지국 제자리…3G의 절반

•   동아: 대주주 독주 막자는 ‘3%룰’이 친족간 경영권분쟁 변수로

•   경향: 원자재 슈퍼사이클 진입했나…철강·조선·해운 ‘설렘’

•   머니투데이(P1): [단독]SK·현대차도 수소동맹…최태원·정의선 만난다

•   머니투데이: K수소 어벤져스 떴다..SK-현대차-포스코 '삼각동맹' 탄력

•   머니투데이: "코로나19 이후, 보복소비發 인플레 걱정해야"

•   머니투데이: 與 '이익공유제' 법제화 임박…숨죽인 재계

•   머니투데이: 코로나에 일자리 잃은 노동자들, "10년이 지나도…"

•   머니투데이: 셧다운 손실 수백억인데…삼성 왜 또 美공장 추진하나

•   머니투데이: LG전자 전장사업 키워드 'MZAQ'…미래차 시장 '게임체인저'

•   머니투데이: 롤러코스터 탄 코스피…전문가들 "증시 발작 땐 쉬어가라"

•   파이낸셜뉴스(P1): '脫일본'소부장, 혁신기술에 미래 달렸다

•   파이낸셜뉴스: 재계 "도쿄올림픽, 경제교류 회복 기회… 정부가 물꼬 터줘야" [한·일 수출규제 2년 진단]

•   파이낸셜뉴스: 컨테이너박스 값 3500달러 넘었다… 수출업계 ‘속앓이’

•   파이낸셜뉴스: “금리 올라도 대세하락 없다”… 변동성 장세는 당분간 지속

•   파이낸셜뉴스: "실리콘 비율 높여라"… 車배터리 ‘음극재’ 경쟁

•   파이낸셜뉴스: 삼성전기, 광학 10배 줌 폴디드 카메라모듈 개발

•   파이낸셜뉴스: 1~2월 해외건설 수주 절반으로 ‘뚝’… 수주 감소 현실화하나

•   디지털타임스(P1): 대범해진 56조 큰손 서학개미, 테슬라·팔란티어 ‘주식쇼핑’

•   디지털타임스(P1): 기업 60% "노사관계 작년보다 불안"

•   이데일리(P1): 정책마다 부작용 부메랑…경제는 시장에, 일자리 창출은 기업에 맡겨라

•   이데일리: [임기말 文정부과제]규제개혁 체감도 지속 하락...재계, 임기말 규제개혁 집중 한목소리

•   이데일리: [임기말 文정부과제]'규제샌드박스' 2년간 1.4兆 유치·일자리 2800명 창출…내실화 과제

•   이데일리: [임기말 文정부과제]최준선 “남은 임기 1년, 기업과 머리맞대 규제완화 논의해야”

•   이데일리: “법인·소득세 핀셋증세는 마녀사냥…술·담뱃세부터 올려라”

•   이데일리: "국가채무 증가속도 너무 빨라, 제2 외환위기 우려"

•   이데일리: 금리가 흔든 주식시장…마지막 '바겐 세일'?

•   이데일리: [마켓인]코로나 불황에도 지난해 사모펀드 결성 활발

•   연합: 오늘 300명대 중후반…개학-봄나들이-변이 바이러스 '변수' 산적

•   이투데이: 치열해지는 배터리 전쟁…CATL '리튬인산철' 배터리가 복병

•   아주경제: 분당 시대 맞이한 두산중공업 부활 시동···올해는 밥캣·퓨얼셀 쌍두마차

•   아주경제: 동서발전, 수소경제 활성화 박차…수소연료전지 실증사업 진행

•   EBN: 中 CATL, 무서운 배터리 굴기…"3개월새 13.5조 배팅"

•   아시아투데이: [취재뒷담화]두산인프라코어, 한달새 회사채 시장 또 찾는 배경은

•   에너지경제: 文 정부 탈원전 '용두사미'…임기 말 코너 몰려 빈손 위기

•   For Construction Pros: What Workforce Challenges Are Ahead for Key Construction Industry Segments in 2021?

•   대한경제: [창간57주년] K-스마트 건설, 어디까지 왔나

•   대한경제: [창간57주년] 스마트건설도 ‘양극화’ 뚜렷

•   대한경제: 집값 뛰는데 4개월째 0%대 물가…이상한 통계

•   대한경제: 서울 서부선ㆍ이수과천 복합터널, 2분기에 우선협상대상자 선정

•   OilPrice.com: Why Big Oil Expects Record Cash Flow In 2021

•   OilPrice.com: Tesla No Longer Absolute Leader In EV Markets

•   OilPrice.com: Trump: Biden’s Policies To Bring ‘Energy Disaster’ To The U.S.

•   MINING.com: Vale drills caused Brumadinho dam collapse, police say

•   MINING.com: New lead battery technology could be lower-cost solution to store solar energy

•   전자신문(P1): [단독]카카오, 연내 전기차 충전 서비스 진출

•   전자신문: 삼성, 'D램·낸드·파운드리' 전방위 반도체 투자 속도

•   디지털데일리: ‘차세대 배터리’ 전고체전지 다가온다…韓日 각축

•   Phone Arena: Apple may release an 8-inch foldable iPhone in 2023

•   Phone Arena: Apple to ditch notch for punch-hole, launch 5G iPhone SE in 2022

•   Robot Report: 10 most popular stories of February 2021

•   Robot Report: How AI-controlled robots enable flexible manufacturing

•   Economic Times: Recent surge in India's Covid cases major contributor to rising global tally: Soumya Swaminathan, WHO's chief scientist

•   Mint: Modi takes first dose of vaccine

•   Business Standard: Economy reviving, but renewed surge of Covid-19 infections poses risk: RBI

•   Business Standard: Vaccination 2.0 gets off to a slow start in Mumbai due to tech issues

•   Business Standard: Auto sales stay in the fast lane in February, but industry cautious

•   Hindustan Times: Power sector: 7 more states implement reforms, earn more borrowing capacity | Hindustan Times

•   Folha de S.Paulo: Government Still Has US$15 billion to Spend on Pandemic; Spending at The Peak of The Crisis Is Slow

•   Moscow Times: Kremlin Rejects Research Showing Falling Incomes

•   Jakarta Post: Nickel giant Vale Indonesia’s profits grow despite pandemic

•   Jakarta Post: Tax cuts for new cars, houses come into effect

•   Viet Nam News: Việt Nam needs more than $128 billion to develop electricity in the next nine years

[Opinions]

•   Project Syndicate(Simon Johnson): Realizing the Great Realization

•   Project Syndicate(Harold James, Markus Brunnermeier, Jean-Pierre Landau): Who’s Right on Inflation?

•   Project Syndicate(Kenneth Rogoff): Are Inflation Fears Justified?

•   Project Syndicate(Hannah Wanjie Ryder, Gyude Moore): When Special Drawing Rights Aren’t So Special

•   FT(Editorial Board): Sunak abandons the goal of low corporate taxes

•   FT(Editorial Board): Poorer countries need more global assistance

•   FT(David Allen Green): Establish if vaccination passports will work before tackling ethical issues

•   FT(Linda Yueh): Post-Brexit UK should craft itself as a services trading hub

•   FT(Patti Waldmeir): Vaccine scepticism cuts across political lines in the US

•   FT(Tim Pitt): Broadening welfare in this UK Budget makes good political sense

•   WSJ(Gerard Baker): Joe Biden’s Trump-Like Fabrication on Covid

•   NYT(Gail Collins, Bret Stephens): Trump 2.0 Looks an Awful Lot Like Trump 2020

•   NYT(Yi-Zheng Lian): Why Is China Still Going After Hong Kong So Hard?

•   NYT(Daniel McCarthy): Why Trump Holds a Grip on the G.O.P.

•   WP(Greg Sargent): Trump’s big CPAC lie unmasks a vile truth. Democrats ignore it at their peril.

•   WP(Daniel W. Drezner): The inevitable politicization of herd immunity

•   WP(Terrell Jermaine Starr): We need to have a talk about Alexei Navalny

•   WP(Leah Litman): A judge says we can’t ban evictions. It’s an attack on all federal power.

•   Bloomberg(Bloomberg Opinion): Did J&J Add to Your Vaccine Confusion?

•   Bloomberg(Mohamed A. El-Erian): Bond Tumult Complicates Life for the Fed

•   Bloomberg(Mervyn King): The Looming Test for Central Bank Independence

•   Bloomberg(Justin Fox): How Covid's Toll Compares With Other Things That Kill Us

•   Bloomberg(John Authers): Buffett's Lament Is a Reflation Reality Check

•   Bloomberg(Jonathan Bernstein): Biden’s Ratings Show Hardening Polarization

•   Bloomberg(Robert A. George): Trump’s Not-Quite-Triumphant Return

•   CNN(Marc Bayard ): US trade policy has failed Black and Latino workers

•   CNN(Scott Jennings): Trump and his CPAC fans lead GOP down a losing path (Opinion)

•   CNBC(Michael Farr): Inflation worries are rising, but there may be a happily ever after for markets in sight

•   CNBC(Walter Isaacson): Here’s the key decision that paved the way for development of Covid vaccines

•   MarketWatch(Peter Morici): Raise the minimum wage to $12 an hour

•   MarketWatch(Cullen Roche): Bond investors will have a stormy 2021 and the Fed might consider hiking rates by early 2022. But hyperinflation? Nope

•   MarketWatch(Chuck Collins): We should tax billionaires’ wealth to help pay for pandemic recovery

•   Fox News(Nicole Saphier): Reaching immunity from coronavirus – here are things to watch as country moves forward

•   Fox News(Tom Cotton, Mitt Romney): Raise minimum wage, but not to $15 – our compromise bill protects workers, businesses

•   Fox News(Judith Miller): Biden's actions on Syria, Saudi Arabia, signal a new day in the Middle East in 2 major ways

•   Reuters(John Kemp): Hedge funds sell oil as bull run stutters

•   매경(이두원): 금리상승 위험에 취약한 한국 경제

•   매경(김재수): 프리드먼은 ESG를 어떻게 볼까

•   서경(사설): 천문학적 자금 투입되는 신재생 리스크 돌아봐야

•   서경(김소영): “커지는 인플레 공포···10년 이내 남유럽식 재정 위기 빠질 수도”

•   중앙(주한규): 탈원전 이어지고 유가 치솟으면 전기요금 인상 불가피