Business Intelligence Monitor 210330

(Introduction)

[Markets]

•   Global: Global shares slip after hedge fund's default

※   WSJ: Archegos Liquidation Hit Nomura, Credit Suisse

•   한국: 코스피 기관 매도에 사흘만에 하락…3,030대 마감

•   한국: 수에즈 운하 열리니...HMM 웃다울고 조선주는 그저 웃고

•   한국: '1조 통큰 투자' SK이노베이션, 주가는 잠잠

•   한국: 두산그룹주 거의 다 올라, 두산인프라코어 9%대 두산밥캣 6%대 뛰어

•   Metals: Copper slides as ship blocking Suez refloated

•   Iron ore: Iron ore prices jump on strong industrial activity in China

•   Grains: Corn falls 1%, soy drifts lower on U.S. plantings outlook

[Indicators]

•   UK Feb. Mortgage approvals : UK Mortgage Approvals Fell Before Rishi Sunak Extended Stamp Duty Holiday

•   한국 2월 기업 직접금융 조달실적: 지난달 회사채 발행 늘고 주식 발행은 줄어

[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: Ship Stuck in the Suez Canal Is Freed

•   WSJ: How a Supermoon Helped Free the Giant Container Ship From the Suez Canal

•   WSJ: Suez Canal Blockage Pressures Global Container Supply

•   WSJ: Biden Says U.S. Adds New Covid-19 Vaccine Sites, Warns Against Complacency

•   WSJ: Biden to Push Offshore Wind Projects

•   WSJ: Senate Democrats Push for Capital-Gains Tax at Death With $1 Million Exemption

•   WSJ: WHO Report Into Covid-19 Origins Leaves Key Questions Unanswered

•   WSJ: Coronavirus Was Supposed to Drive Bankruptcies Higher. The Opposite Happened.

•   WSJ: Congress Extends Covid-19 Bankruptcy Relief for Consumers, Small Businesses

•   WSJ: National Eviction Moratorium Extended Through June

•   WSJ: U.S. Suspends Trade Pact With Myanmar After Deadly Weekend Violence

•   WSJ: Republican Senator Wants San Francisco Fed Documents on Climate and Social Work

•   WSJ: China, Long a Source of Deflation, Starts Raising Prices for the World

•   WSJ: China’s Tech Giants Have Chip Ambitions, Too

•   WSJ: Optimistic Forecasts on Economy Might Still Be Too Dismal

•   WSJ: What Is Archegos and How Did It Rattle the Stock Market?

•   WSJ: Who Is Archegos Fund Manager Bill Hwang?

•   WSJ: Stocks Favored in ‘Reopening Trade’ Hit Turbulence

•   WSJ: Companies Ask Their Customers to Help Them Cut Emissions

•   WSJ: Amazon-Backed Deliveroo to Price IPO at Lower End of Range

•   NYT: The Moderna and Pfizer-BioNTech vaccines are very effective in real-world conditions at preventing infections, the C.D.C. reported.

•   NYT: Biden’s Lesson From Past Green Stimulus Failures: Go Even Bigger

•   NYT: Remote Work Is Here to Stay. Manhattan May Never Be the Same.

•   NYT: Contentious Union Vote at Amazon Heads to a Count

•   NYT: How China’s Outrage Machine Kicked Up a Storm Over H&M

•   NYT: The Start-Up Enemies of Wall Street Are Booming

•   WP: Feuds, fibs and finger-pointing: Trump officials say coronavirus response was worse than known

•   WP: Trump is losing the war over his legacy

•   WP: Larry Summers, top Obama economic adviser, is a critic of President Biden’s spending plan

•   WP: The Daily 202: Harris steps into new immigration mission with Central American leader calls this week

•   WP: China continues pressure on H&M, Nike and academics over Xinjiang

•   WP: As Myanmar’s security forces crush anti-coup protests, more and more children are dying

•   WP: Against the odds, Cuba could become a coronavirus vaccine powerhouse

•   WP: Tax evasion among the rich more widespread than previously thought

•   FT: Merkel rails at German states for taking foot off ‘emergency brake’

•   FT: Biden’s massive stimulus plan prompts EU soul-searching

•   FT: EU move on vaccine exports puts Serbia’s leader on edge

•   FT: Cameron faces probe into links with Greensill at heart of government

•   FT: Johnson hails ‘small step to freedom’ but urges caution as lockdown eases

•   FT: UK to press more businesses to sign up to net zero carbon pledge

•   FT: Biden urged to ‘desist’ from threat of tariff war with UK

•   FT: London lags behind as the UK’s vaccine rollout gathers pace

•   FT: Bank of England clamps down on Brexit-driven EU relocations

•   FT: US companies sound inflation alarm

•   FT: China’s scattergun sanctions show the limits of EU engagement

•   FT: Myanmar refugees flee to Thailand after military attacks

•   FT: Asia tech groups tap global equity markets at record pace

•   FT: Abu Dhabi launches new oil futures as it targets Asian refiners

•   FT: Wall Street stocks in strongest rebound rally since 1936

•   FT: ‘The ultimate David and Goliath story’: the fight to open a union at Amazon

•   FT: The Fed’s new dance

•   Bloomberg: Biden to Announce Transportation-Focused Stimulus Wednesday

•   Bloomberg: Suez Shipping Knots May Take a Few Months to Untangle

•   Bloomberg: The World’s Other Major Shipping Pileup Is Still Clogging Trade

•   Bloomberg: Fed’s Bostic Says There’s Merit to Reparations to Address Racism

•   Bloomberg: ECB Kept Pace of Pandemic Bond-Buying Little Changed Last Week

•   Bloomberg: ECB Rebuffs Hungary’s Plan for Central Bank Mortgage Lending

•   Bloomberg: Italy’s Deficit May Be Close to 10% in Second Year of Crisis

•   Bloomberg: UN chief warns of coming debt crisis for developing world

•   Bloomberg: Iran Says Sanctions Could Force Shutdown of Nuclear Power Plant

•   Bloomberg: Myanmar Civil War Fears Growing After Airstrikes on Ethnic Army

•   Bloomberg: India’s Steady Recovery Thrown in Doubt by Spike in Virus Cases

•   Bloomberg: Philippines Allows Companies to Import Vaccines to Boost Supply

•   Bloomberg: Bolsonaro Ousts Top Ministers as Pandemic Spirals Out of Control

•   Bloomberg: South Africa’s Ruling Party Issues Ultimatum to Ramaphosa Rival

•   Bloomberg: Turkey Says April Rate Cut Shouldn’t Be Taken for Granted

•   Bloomberg: Vietnam Sees Inflation Risks Along With 6.5% GDP Growth in 2021

•   Bloomberg: Is Telecommuting Really Greener? It Depends.

•   Bloomberg: ESG-Linked Loans Are Set to Blast Off in Canada, CIBC Says

•   Bloomberg: Great Wall Bets on Hydrogen, Will Use to Power New SUV

•   Reuters: Immune response may be linked to AstraZeneca vaccine clot issue; death risk rising among young adults in Brazil

•   Reuters: India suffers highest daily coronavirus infections in five months

•   Reuters: New U.S. COVID-19 cases rise for second week in a row

•   Reuters: Saudi wants OPEC+ to extend oil cuts into May-June - source

•   Reuters: Russia supports OPEC+ oil output rollover to May, seeks small rise for itself: source

•   Reuters: Global wind industry could install almost 1 TW of new capacity by 2030, report says

•   Reuters: Solar installations on pace for biggest growth in five years, IHS Markit says

※   IHS Markit: Solar 2.0 – Solar Installations to Hit a Record 180 GW in 2021 Despite Supply-Chain Headwinds, Says IHS Markit

•   Reuters: BOJ's Kuroda will continue to buy ETFs as needed

•   Reuters: Saudi Crown Prince discusses Green Initiative with Arab leaders

•   Reuters: Toyota presses Australia to promote roll-out of hydrogen fuel stations

•   Reuters: Sinopec aims for carbon neutrality by 2050, plans pivot to hydrogen

•   Reuters: Analysis: With stick and carrot, Saudi starts winning over firms in regional race

•   AP: AP source: VW plans brand-name change to 'Voltswagen' in US

•   CNN: Rental car shortage is a boon for Turo, the Airbnb of cars

•   CNBC: Biden infrastructure bill: What to expect on climate change

•   CNBC: Germany constitutional court puts EU covid funds on hold

•   CNBC: Europe looks to contain spiraling Covid crisis, but it’s ‘Happy Monday’ in the UK

•   CNBC: Pettifor: Governments, ‘not BlackRock,’ should lead green economy transition

•   CNBC: Dr. Scott Gottlieb: U.S. Covid shots close to turning pandemic tide

•   CNBC: Xiaomi Mi 11 Ultra: Price, features, specs, availability

•   CNBC: Facebook, Google to lay subsea cables between U.S. and Southeast Asia

•   MarketWatch: ‘We can’t compete with all cash’: The struggle is real to buy a home during COVID-19

•   France24: Johnson & Johnson set to begin delivering Covid-19 vaccines to Europe

•   SCMP: US-China relations: trade talks will take place ‘when the time is right’, says new US Trade Representative Katherine Tai

•   SCMP: Are Indonesia, Japan’s joint South China Sea drills a sign of Jakarta’s pivot away from Beijing?

•   SCMP: UN panel warns that ‘well-known global brands’ may be linked to Xinjiang human rights abuses

•   SCMP: China’s SWIFT joint venture ‘defensive move’ against US refuted by former bank executive

•   SCMP: Will India’s Covishield export halt amid coronavirus surge hurt its vaccine diplomacy?

•   SCMP: China debt defaults prompt authorities to tighten oversight of credit rating agencies

•   SCMP: Suez Canal blockage: China to see minor raw material disruptions, but accident further exposes ‘risks’ of global supply chains

•   SCMP: China population: plan to lift retirement age stokes workers’ anxiety as demographic crisis looms

•   Nikkei Asia: Renesas expects bigger damage from fire at its chip factory

•   Nikkei Asia: Japan and EU to ally on aid for Asia decarbonization

•   Nikkei Asia: Komatsu to grow forestry machine sales in North America and ASEAN

•   Nikkei Asia: Biden and Suga to note Taiwan Strait in April joint statement

•   Nikkei Asia: Pandemic Olympics: Tokyo searches for meaning in isolated games

•   Nikkei Asia: Daniel Yergin: China has strategic calculation on zero emissions

•   Japan Times: Monetary easing strengthened through policy adjustment, BOJ summary says

•   Economic Times: China's coal generation rises, India sees a decline: Study

•   Economic Times: India, US agree to revamp strategic energy partnership

•   Mint: Resetting supply chain strategies

•   Hindustan Times: India calls big economies’ pressure tactics to gain market access unfair

•   매경(P1): "우린 못올리게 해놓고, 자기들만" 의원들 내로남불에 시민들 분통

•   매경: "부동산 분노 이 정도였나" 놀란 靑, 김상조 보도 하루만에 경질

•   매경(P1): 땅 1년내 팔면 '징벌적' 양도세 70%

※   기재부: 「부동산 투기근절 및 재발방지대책」 발표

•   매경: 투기꾼 잡겠다고 또 세금인상…애꿎은 국민마저 양도세 늘어

•   매경: 부동산투기 적발 공직자, 부당이득 최대 5배 환수

•   매경(P1): SK(주) 주주친화정책, 시총 4년후 140조로

•   매경(P1): [단독] 6주만에…삼성 오스틴공장 정상가동

•   매경: 네이버, 개발자 900명 뽑는다…IT 구인난에 역대 최대 채용

•   매경: "21% 손실에도 원금보장" 뉴딜펀드 떴다…곳곳 첫날 완판

•   매경: ESG에도 뭉칫돈…올해 민간기업 채권 발행 28배 폭증

•   매경: [단독] 한국 백신여권은 커녕…내년 '여권대란' 온다

•   매경: 영덕 천지원전 결국 백지화…"피해액 3.7조"

•   매경: '수출 투톱' 반도체·자동차, 부품대란 암초 만났다

•   매경: GS, ESG경영 본격화…조직체질 확 바꾼다

•   매경: 포스코케미칼 배터리소재 존재감 '쑥쑥'

•   매경: "테슬라 롤러코스터 신경끌래" 배당주 올라탄 서학개미들 콧노래

•   매경: "반쪽짜리 차등의결권 도입땐 유니콘상장 또 뺏겨"

•   매경: "지구기온 급격히 올라…전세계가 탄소중립 힘 합쳐야"

•   한경(P1): 車반도체 공급 부족 현대차마저 덮쳤다

•   한경: 아이오닉5 4만대 넘게 팔렸는데 어쩌나…현대차 '초비상'

•   한경(P1): 한화, 美 플라잉카업체 지분 100% 인수 추진

•   한경: 그린수소·태양광·항공우주…공격 M&A로 보폭 넓히는 '젊은 한화'

•   한경: 한화 UAM, 최대속도 시속 320㎞…용인~서울 15분 주파

•   한경: "365조 에어택시 시장 선점"…한화 김동관의 '통 큰 베팅'

•   한경: 시멘트 재고 달랑 사흘치…중소 공사현장 멈추나

•   한경: 은성수 "中企 신용 나빠져도 금리 올리지마라"…은행 "대출원칙 훼손"

•   한경: ESG기업 금리인하…'착한경영' 우대하는 은행들

•   한경: KDI 출신 원로들 "홍장표 원장 임명 반대"

•   한경: 현대건설기계 中서 2200대 수주

•   한경: 갤럭시S21, 국내 판매량 57일 만에 100만대 돌파

•   한경: "공장 100% 풀가동…내년 6월까지 반도체 주문 꽉 찼어요"

•   한경: [단독] SK바이오사이언스, 연매출 1000억 포기…결단 내렸다

•   한경: 두산 3총사 '구조조정 랠리' 어디까지

•   한경: '빚투'의 그늘…증권사 연체율 급등

•   한경: 월가 뒤집어놓은 21조 블록딜…배후에 한국계 '큰손' 있었다

•   한경: 2분기 입주 9년 만에 가장 적다…서울은 6069가구로 '반토막'

•   서경(P1): 물가 정책 선거후로···인플레 부메랑 되나

•   서경: 유가 치솟는데 버스요금 등 억눌러···'공기업 적자' 혈세로 메울판

•   서경(P1): 최태원 "이익공유제 법제화엔 많은 고민 필요"

•   서경: 최태원 "美中 분쟁 안고 살아야...경영 환경 쉽지 않아"

•   서경: 얀센 백신 1차 관문 넘었지만···국내 백신 공급은 ‘빨간불’

•   서경: 코로나에 비대면 거래 확산···간편결제 이용액 하루 4,500억

•   서경: 유럽 시동·日 액셀·中 확장···'삼각 파고' 앞에 놓인 K배터리

•   서경: '매그나칩' 中에 매각 파장은···'OLED 칩' 핵심 기술 넘어갈 우려 커

•   조선(P1): 서울 아파트 전셋값 6억 돌파...임대차법 7개월만에 1억 올라

•   조선비즈: SK그룹, 올해 공정위 심판정에 3번 불려가나…SK실트론 사건처리에 시선집중

•   IT조선: [단독] 테슬라, 초고속 충전 어댑터 韓 인증 돌입

•   중앙(P1): 9급 말단 공무원까지 재산등록…100만명 날벼락

•   중앙(P1): 백신 가뭄 현실화…3월말 AZ 백신, 4월 셋째주로 연기

•   중앙: 경실련 “SH, 지난 10년간 땅장사로 5.5조 이득 챙겼다”

•   중앙: 한국, 누리호 발사 성공해도 위성 독자발사 사실상 불가

•   동아(P1): 중국發 황사 한반도 공습… 부산 대기질 한때 세계 최악

•   동아: 롯데도 상반기 수시채용 전환… 5대그룹중 삼성만 공채 유지

•   동아: “재난지원은 국가의 의무… 선거 득실 따지는 정치권에 분통”

•   동아: 자영업자 “당장 생계 급한데 후세 부담 얘기하나”

•   동아: [단독]SK “ITC결정 확정땐 美 떠날것”… LG “지재권 존중은 경영 기본”

•   동아: 강남구 “종부세 기준 9억→12억 상향” 건의

•   문화(P1): 與 쏟아내는 투기방지책… 대부분 과잉입법에 위헌논란

•   문화: 전문가들 “北 2주간 ‘4大 도발’ 순차 감행할 듯”

•   문화: 2017년 고리1호기 영구정지로 ‘탈원전’ 시동… 전력수급 우려 끊이지않는데도 ‘일방적 강행’

•   문화: CES 참가기업 82.5% “최고의 혁신국가는 美”

※   전경련: CES2021 韓참가기업 대상 혁신환경 조사

•   한국(P1): 정부, '공공재개발 물량공세' 2만 가구 추가… "공공 신뢰 회복이 관건"

•   한국(P1): 국정원 "北 미사일은 KN23 개량형... 탄두 탑재 능력 증대"

•   한국: [단독] 풍력 인허가 통합기구 ‘원스톱샷’ 다음 달 출범... 산업부-환경부 기싸움에 반쪽 위기

•   한겨레(P1): ‘벼랑 끝’ 자영업자들…“매출 반토막에 빚 5132만원 늘어”

•   한겨레: 한국 에너지전환 ‘최하위권’…화석연료 늘고 재생에너지는 ‘찔끔’

•   머니투데이: "기업 목소리 적극 반영할 것"...국회 '한국형 ESG' 초당적 논의 시작

•   머니투데이: 바이든 이번엔 2배 큰 '인프라 부양책'…증시 영향은?

•   머니투데이: 부동산에 가려진 '경제공약'…박영선vs오세훈 비교해보니

•   머니투데이: 바이든 '3조 달러' 인프라 투자...들뜬 韓 건설기계

•   더벨: 두산중공업 CP, 유동화 시장서 소화

•   더벨: [이사회 모니터/㈜두산]정석만 지킨 이사회, ESG 열풍엔 무풍지대

•   더벨: [이사회 모니터/㈜두산]오너십 강한 두산, '대표이사=의장' 분리할까

•   더벨: DL이앤씨·계룡건설, 네팔 수력발전 SPC 지분 정리 추진

•   헤럴드경제(P1): 낙하산·비효율·도덕적해이...공기업 ‘대개혁 수술대’ 올려야

•   헤럴드경제: 신재생에너지 발전수익 공유모델 뜬다

•   헤럴드경제: 동학개미 ‘4대 그룹주’ 30조 쓸어 담았다

•   파이낸셜뉴스(P1): 믿을것은 현금뿐… 대기업 작년 33兆 더 쌓았다

•   파이낸셜뉴스: 100조 파운드리시장 혈투 돌입… K-반도체 '호황 속 위기' [격동의 반도체시장]

•   파이낸셜뉴스: 쌍용차 "HAAH, 31일 인수여부 밝힌다"

•   파이낸셜뉴스: 포스코건설, 해수담수화 사업 속도낸다

•   아시아경제(P1): [단독]서민 대출 옥죌 때…금융公기업은 초저금리 ‘영끌’

•   아시아경제: 금융공기업, LTV 규제도 적용 안받아…"특혜대출 여지 다분"

•   아시아경제: 10대그룹 이자비용 양극화‥SK·LG늘고 포스코·삼성 줄고

•   아시아경제: 재량지출 비중 6년 만에 최대…예산 경직성 오히려 커진다

•   이데일리(P1): 韓 조선史 새로 쓴 K-조선..3개월 만에 13兆 수주

•   이데일리: 올해 대형선 수주 독식한 ‘K-조선’…맞춤설계·친환경 기술 통했다

•   이데일리: 韓 조선사, 미래 선박으로 글로벌 1위 수성 굳힌다

•   이데일리: 반환점 돈 현대重-대우조선 결합 심사, 이르면 상반기 초대형 조선사 탄생

•   이데일리: ‘스웨덴으로 칠레로’…발전공기업, 해외 재생에너지시장 공략 속도

•   연합: 오늘 400명 안팎 예상…지역감염 확산에 변이 바이러스까지 비상

•   연합: 한국전력 사장 공모에 1명만 지원…재모집한다

•   뉴시스: 한울원전 1·2호기 1주일째 가동 중단…하루 31억여 원 손실

•   뉴시스: 월성 원전 의혹 공무원, 보석 심리 열려…구속 여부 결정

•   뉴스핌: 환경단체, 삼척석탄화력발전소 건설 중단 촉구

•   이투데이: 두산 위기에도…밥캣ㆍ퓨얼셀 연구개발비는 증가

•   아주경제: ​“두산밥캣, 美 인프라 투자 직접 수혜 기대" [대신증권]

•   더구루: [단독] 현대차, 브라질 공장 '3차' 셧다운…"변이 바이러스 탓"

•   더구루: [단독] 'SK이노베이션 지지' 美 보수, 바이든 대통령에 서한

•   더구루: 산업은행, '두산重 수주' 사우디 담수화 플랜트 자금 지원

•   더구루: 두산-에이커솔루션, 英 저탄소 녹색산업 수주 공동전선 구축

•   머니S: 수소·풍력·연료전지… '그린경영' 뛰어든 박지원 회장

•   아시아타임즈: [단독] 경기도 75세 이상, 4월에는 코로나 백신 못 맞는다

•   에너지경제: "RPS 비율 상한 높아졌어도 올해 상향은 사실상 어렵다"

•   에너지경제: 10년 간 LNG 소비 LPG 대비 6배 늘었다

•   Equipment Journal: Caterpillar introduces its first next gen forestry machine

•   For Construction Pros: First Infrastructure Bill to Address Roads, Second Social Issues

•   For Construction Pros: Bobcat Log Grapple From: Bobcat Co.

•   대한경제: [재계 사내 스타트업 육성 열풍] AI 화장품·웨어러블 360도 카메라… 기발한 사업성에 대박

•   대한경제: 1분기 기업공개, 시초가 대비 울고 공모가 대비 웃었다

•   OilPrice.com: Oil Markets Already Priced In An OPEC+ Output Cut Extension

•   OilPrice.com: Colombia Is Preparing For A Fracking Boom

•   OilPrice.com: Can Silicon Valley Beat China In Clean Energy Tech?

•   MIT News: Powering the energy transition with better storage

•   전자신문(P1): '용인 반도체 클러스터' 4분기 착공…2025년 반도체 혁신 거점 본격 가동

•   전자신문: 삼성, 글로벌 판매 프리미엄 TV에 '디지털 집사' 기능 탑재

•   전자신문: "韓 차량용 반도체, 車 생산 역량 따라 규모 키워야"

•   전자신문: 현대오일뱅크, 물류센터에 태양광발전소 짓고 전기·수소 충전시설…'블루클린' 확대

•   DIGITIMES: Taiwan PCB makers to enjoy strong 1H21

•   Robotics Tomorrow: Boston Dynamics Unveils New Robot for Warehouse Automation

•   Robot Report: UR develops cobot interface for Siemens engineering platform

•   Robot Report: Inside Boston Dynamics’ robotics facility

•   로봇신문: 소형 드론들간 협력으로 무거운 짐 배송하는 기술 개발

[Opinions]

•   Project Syndicate(Michel Fredeau, Jules Kortenhorst): The New Measure of Corporate Success

•   Project Syndicate(Anders Fogh Rasmussen): Building a Democratic High-Tech Alliance

•   Project Syndicate(Willem H. Buiter): Is Bitcoin Good for Business?

•   Project Syndicate(Andrés Velasco, Frank Muci): Brazilian Debt Jitters

•   FT(Editorial Board): How to deal with a problem like Karlsruhe

•   FT(Editorial Board): Leasehold contracts have had their day

•   FT(Gideon Rachman): A second cold war is tracking the first

•   FT(Robin Wigglesworth): Archegos poses hard questions for Wall Street

•   FT(Paschal Donohoe): To compare the EU and US pandemic packages misses the point

•   FT(Andrew Parlin): It’s time to abandon autopilot monetary policy

•   FT(Lex): Archegos/prime brokers: leverage induces altitude sickness at market peaks

•   WSJ(Carl Levin, Richard A. Arenberg): Progressives Would Miss the Filibuster

•   NYT(Jeremy Samuel Faust, Angela L. Rasmussen): We Can’t End the Pandemic Without Vaccinating Kids

•   WP(Editorial Board): Long-haul covid-19 is a big mystery of the pandemic. Scientists must solve it.

•   WP(Henry Olsen): Joe Biden hasn’t lifted Trump’s tariffs on China. Good.

•   WP(Jennifer Rubin): Biden outfoxes the GOP in first 60 days

•   WP(Greg Sargent): Biden’s next big move could blow up one of the silliest myths in D.C.

•   Bloomberg(Mohamed A. El-Erian): Faster Inflation Is Coming. How Bad Will It Be?

•   Bloomberg(Conor Sen): Inflation This Year Will Help Tame It in 2022

•   Bloomberg(Tyler Cowen): What Does the World Need? More Humans

•   Bloomberg(Noah Smith): It's Not Infrastructure; It's Reimagining the U.S. Economy

•   Bloomberg(Brian Chappatta): Rising Mortgage Rates Are Starting to Become a Problem

•   Bloomberg(John Authers): Bull Market Interrupted Is a Bearish Script for Stocks

•   Bloomberg(Shuli Ren): The Banks at the Wrong End of the Tiger Cub’s Paws

•   Bloomberg(Liam Denning): Buying Teslas With Bitcoin Sort of Defeats the Purpose of Teslas

•   Bloomberg(John Bolton): Suez Crisis Will Become Unstuck. The Real Security Crisis Will Remain.

•   Bloomberg(Timothy L. O'Brien): Archegos Meltdown Is Another Groundhog Day on Wall Street

•   Bloomberg(Andreas Kluth): Europe Has a Better Lever Against China Than Sanctions

•   Bloomberg(Bobby Ghosh): There’s Less to the China-Iran Deal Than Meets the Eye

•   Bloomberg(Stuart Trow): Helping People Buy Homes Won’t Fix the U.K.’s Housing Crisis

•   CNN(Jake Auchincloss): The US needs a Marshall Plan for global vaccinations

•   Fox News(Ron Johnson): Biden's border crisis – here are tragedies I saw during tour of Texas migrant facilities

•   매경(조동철): 연준은 금리 상승이 싫지 않다

•   매경(장박원): 인텔의 다운그레이드 전략

•   파이낸셜뉴스(구본영): 녹색거품 키우는 에너지 정책

•   헤럴드경제(김동호): 탄소중립을 위한 나노기술

Business Intelligence Monitor Weekly 210322~210328

[Reports]

•   IMF: Republic of Korea : 2021 Article IV Consultation-Press Release; Staff Report; Staff Statement; and Statement by the Executive Director for the Republic of Korea

•   IMF: Press Briefing by Gerry Rice, Director, Communications Department, IMF

※   The IMF is scheduled to release its World Economic Outlook on April 6

•   IMF: COVID-19: How Will European Banks Fare?

•   IMF: Asia-Pacific, the Gigantic Domino of Climate Change

•   World Bank: Uneven Recovery Drives Growing Inequality Across East Asia and the Pacific

•   World Bank: Links between Growth, Inequality, and Poverty : A Survey

•   World Bank: Global Value Chains and Deep Integration

•   World Bank: Deep Integration in Trade Agreements : Labor Clauses, Tariffs, and Trade Flows

•   World Bank: The Value of Deep Trade Agreements in the Presence of Pricing-to-Market

•   World Bank: Projecting the Economic Consequences of the COVID-19 Pandemic

•   OECD: OECD reports to G7 on need to strengthen economic resilience against crises

•   ADB: Asia Bond Monitor – March 2021

•   ADB: Responding to the COVID-19 Pandemic: Leaving No Country Behind

•   BIS: Liquidity to solvency: transition cancelled or postponed?

•   White House: Remarks by President Biden in Press Conference

•   White House: FACT SHEET: Biden Administration Announces Historic $10 Billion Investment to Expand Access to COVID-19 Vaccines and Build Vaccine Confidence in Hardest-Hit and Highest-Risk Communities

•   White House: President Biden Invites 40 World Leaders to Leaders Summit on Climate

•   U.S. Treasury: Treasury Sanctions Chinese Government Officials in Connection with Serious Human Rights Abuse in Xinjiang

•   U.S. Department of State: Joint Statement on Xinjiang

•   USTR: USTR Announces Next Steps of Section 301 Digital Services Taxes Investigations

•   European Commission: European Green Deal: Commission presents actions to boost organic production

•   European Commission: Commission strengthens transparency and authorisation mechanism for exports of COVID-19 vaccines

•   European Commission: Coronavirus: new procedure to facilitate and speed up approval of adapted vaccines against COVID-19 variants

•   Fed: Global Stablecoins: Monetary Policy Implementation Considerations from the U.S. Perspective

•   Fed: Speech by Vice Chair for Supervision Randal K. Quarles - Keynote Remarks

•   Fed: The Economic Outlook and Prospects for Small Business

•   Fed: Testimony by Chair Jerome H. Powell - Coronavirus Aid, Relief, and Economic Security Act

•   Fed: Speech by Governor Lael Brainard - Financial Stability Implications of Climate Change

•   Fed: Speech by Governor Lael Brainard - Remaining Patient as the Outlook Brightens

•   Fed: Speech by Vice Chair Richard H. Clarida - U.S. Economic Outlook and Monetary Policy

•   FRBNY: Reasonable Seasonals? Seasonal Echoes in Economic Data after COVID-19

•   FRBNY: Aggregate Output Measurements: A Common Trend Approach

•   FRBNY: Did Dealers Fail to Make Markets during the Pandemic? -Liberty Street Economics

•   FRBNY: The Persistent Compression of the Breakeven Inflation Curve -Liberty Street Economics

•   FRBSF: Disagreement about U.S. and Euro-Area Inflation Forecasts

•   St. Louis Fed: Market-Based Measures of Inflation Risks

•   St. Louis Fed: How Well Do Consumers Forecast Inflation?

•   St. Louis Fed: How COVID-19 Has Impacted Stock Performance by Industry

•   ECB: Economic Bulletin Issue 2 / 2021

•   ECB: Isabel Schnabel: Paving the path to recovery by preserving favourable financing conditions

•   ECB: Philip R. Lane: Stabilising the economic outlook

•   ECB: Philip R. Lane: Interview with CNBC

•   ECB: One year of the PEPP: many achievements but no room for complacency

•   ECB: Digital central bank money for Europeans – getting ready for the future

•   BoE: Forecasting UK inflation bottom up

•   BoE: Response to the Covid-19 pandemic: UK and US experiences - Speech by Silvana Tenreyro

•   BoE: Supply and demand during and after the pandemic - speech by Michael Saunders

•   BOJ: Minutes of the Monetary Policy Meeting on January 20 and 21, 2021

•   NBER: Sovereign Debt in the 21st Century: Looking Backward, Looking Forward

•   NBER: The Political Economy of Responses to COVID-19 in the U.S.A.

•   NBER: The Voice of Monetary Policy

•   NBER: Real and Private-Value Assets

•   NBER: Central Bank Swap Arrangements in the COVID-19 Crisis

•   NBER: The Impact of the Federal Pandemic Unemployment Compensation on Job Search and Vacancy Creation | NBER

•   CEPR: CEPR Discussion Papers 21 March 2021

•   CEPR: Seventy-third Issue - Covid Economics: Vetted and Real-Time Papers

•   NABE: 2021 NABE Economic Policy Conference

•   NABE: NABE Panelists Are More Optimistic about GDP Growth in 2021, But Most Do Not Expect Job Market Recovery until 2023 or Later

•   VoxEU: Supply chains and the economic effects of lockdowns

•   VoxEU: Global pricing of carbon-transition risk

•   VoxEU: ‘Dash for cash’ versus ‘dash for collateral’: Market liquidity of European sovereign bonds during the Covid-19 crisis

•   VoxEU: Climate change and central banks: Introducing the expectations channel

•   World Economic Forum: A Leapfrog Moment for China in ESG Reporting

•   World Economic Forum: Investors: the time for net zero is now

•   World Economic Forum: 4 questions CEOs must answer this year to achieve net zero

•   World Economic Forum: Is Chinese business on the cusp of a ‘leapfrog moment’ in ESG reporting?

•   World Economic Forum: Solar technologies can speed up vaccine rollout in Africa. Here’s how

•   World Economic Forum: What does the ship stranded in the Suez Canal mean for global trade? | World Economic Forum

•   World Economic Forum: The Suez Canal in numbers

•   World Economic Forum: How industries can collaborate to put stakeholder capitalism into practice

•   World Economic Forum: Yes, ESG is complicated. Together, we can simplify it.

•   Brookings: How many jobs is the US likely to add this year?

•   Brookings: Africa’s green bond market trails behind other regions

•   Brookings: Hutchins Roundup: Swap arrangements, green investment, and more

•   Brookings: Supporting workers and families in the pandemic recession: Results in 2020 and suggestions for 2021

•   Brookings: The fiscal policy response to the pandemic

•   Brookings: Congruent financial regulation

•   Brookings: Behavior and the dynamic of epidemics

•   CSIS: CSIS Commission on the Korean Peninsula: Recommendations for the U.S.-Korea Alliance

•   CSIS: Forget Industrial Policy. It’s Now Innovation Policy

•   CSIS: Industrial Policy versus a Strategic Investment Plan

•   CSIS: Dead Draw or Winning Position? Reassessing U.S. China Strategy on the Chessboard

•   CSIS: Meeting India’s Net-Zero Moment

•   CSIS: Getting It Right: U.S. Trade and Investment in Sub-Saharan Africa

•   CSIS: Focus on Influence, Not Power, in the Middle East

•   CSIS: Suggestions for the Biden Administration on Promoting U.S.-Africa Trade and Investment

•   38 North: Pressure and Principles: The EU’s Human Rights Sanctions on North Korea

•   38 North: The North Korea Policy Review: Key Choices Facing the Biden Administration

•   38 North: Sinpho South Naval Shipyard: Drydock Movement Detected

•   McKinsey:COVID-19: Briefing note #47, March 24, 2021

•   IEA: Suez Canal closure highlights Asia’s growing dependence on Eastward oil flows

•   IEA: 5 ways Big Tech could have big impacts on clean energy transitions

•   IEA: Global coal demand surpassed pre-Covid levels in late 2020, underlining the world’s emissions challenge

•   Wood Mackenzie: Chinese NEV and HEV sales to rise over 15-fold by 2035

•   Wood Mackenzie: Renewable auctions no silver bullet for decarbonisation in Europe

•   BNEF: Integrated European Majors Lead on Preparedness for a Low-Carbon World Among 39 Global O&G Companies

•   GWEC: GWEC releases Global Wind Turbine Supplier Ranking for 2020

•   GWEC: Global wind power growth must triple over next decade to achieve Net Zero

•   E4tech: E4tech produced its annual Fuel Cell Industry Review, now in its 9th year

•   Strategy Analytics: Intel IDM 2.0 Makes the Company a Direct Competitor and Customer to TSMC

•   Strategy Analytics: Will Suez Canal Blockage Hit Smartphones?

•   Strategy Analytics: Huawei Number One as Global 5G Smartphone Shipments Hit Record 269 Million in 2020

•   Strategy Analytics: Samsung A Series Shipments by Model

•   Strategy Analytics: Silicon-Oxygen Anode Battery Technology is the Future of Smartphone Batteries

•   Counterpoint: Online Channels Grab Record 20% of Indonesia Smartphone Sales in Q4 2020

•   Counterpoint: Thailand Smartphone Shipments: Rocky 2020 Ends Flat But on a Bright Note

•   Counterpoint: Intel enters $90B foundry business with IDM 2.0 strategy

•   Canalys: Level 2 autonomous driving Q4 2020 and full year 2020

•   IHS Markit: Copper Price Increases and Tightness in Supply Drive Engineering and Construction Costs Higher in March, IHS Markit says

•   DRAMeXchange: 【Market View】Fire at Renesas’s 12-Inch Wafer Fab Projected to Exacerbate Tight Supply of Automotive MCUs, Says TrendForce

•   DRAMeXchange: 【Market View】Revenue of Top 10 IC Design (Fabless) Companies for 2020 Undergoes 26.4% Increase YoY Due to High Demand for Notebooks and Networking Products, Says TrendForce

•   SEMI: North American Semiconductor Equipment Industry Posts February 2021 Billings, Surpassing $3 Billion for Second Consecutive Month | SEMI

•   SEMI: Global Semiconductor Materials Market Sets New High of $55.3 Billion With 5% Expansion in 2020, SEMI Reports | SEMI

•   IPC: North American PCB Industry Sales Up 6.1 Percent in February

•   한국은행: 해외경제 포커스(제2021-11호)

•   한국은행: 우리나라의 생산성 둔화요인과 개선방안

•   한국은행: [2021.3 논고] 감염병 위기에 따른 방역조치와 경제적 비용 간 관계

•   한국은행: 국민계정리뷰 2021년 제1호

•   한국은행: 2021년 2월 생산자물가지수

•   한국은행: 「금융안정 상황」(2021년 3월)

•   한국은행: 2021년 3월 소비자동향조사 결과

•   한국은행: [현지정보] 파월 연준의장, 「CARES Act」 1주년 의회보고 주요내용

•   한국은행: [현지정보] 연준, 대형은행에 대한 자사주매입 및 배당지급 제한조치를 스트레스테스트 결과를 조건부로 6월말 종료할 계획

•   국제금융센터: 국제원자재시장의 슈퍼사이클 가능성 점검

•   국제금융센터: 중국경제 양날의 劍 부동산시장 점검

•   국제금융센터: [Brief] 美 SLR 규제완화 종료 평가 및 전망

•   국제금융센터: [Weekly] 주간 Global Opinions(3.15~21)

•   국제금융센터: [Weekly] 주간 Wall Street 인사이트(3.22)

•   국제금융센터: [은행] 글로벌 은행산업 트렌드(3.22)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.22)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.23)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.24)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.25)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.26)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식·채권 유입 지속

•   kotra: 바이든 대통령, 역대 최대 규모의 코로나19 경기부양책 발효

•   kotra: 美-中 디커플링이 미국 경제·산업 미치는 영향 분석

•   kotra: 이스탄불 골목을 누비는 자율주행 로봇 Delivers.ai의 이야기

•   kotra: 2021년 상반기, 미국 소매 수요 확대로 수입 증가 전망

•   kotra: 중국 쓰촨성 수소에너지 산업 발전동향

•   kotra: 中, 코로나19로 속도 내는 디지털 위안화 동향 및 미래 유망산업

•   kotra: [2021 중국 양회③] 전문가에게 듣는 양회 핵심 키워드와 주요 산업 전망

•   kotra: 2021 필리핀 정부 예산안 내용과 특징

•   kotra: 중국 외국인투자 현황 및 전망

•   kotra: 美 선박 물류 지연, 그 원인을 파헤치다

•   kotra: 중국 소비시장, 중소도시와 농촌지역이 新성장동력

•   kotra: 우크라이나 2021년 경제 전망

•   kotra: 영국자동차협회 웨비나에서 살펴보는 자동차 제조 부문의 뉴노멀과 적층제조의 미래

•   kotra: 일본 SDGs (지속 가능한 개발목표)의 추진현황과 기업의 활용 사례

•   kotra: 도요타, 코로나19에서의 약진 이유

•   kotra: 일본의 건설기계 키워드는 '전동화'

•   kotra: 캐나다, 코로나19로 산업 로봇 도입 가속화

•   kotra: 동맹 vs 독립, 美 자동차 기업의 배터리 부족 대응전략

•   kotra: 2021년 대만 반도체 산업 정보

•   통계청: 2021년 1월 인구동향(출생, 사망, 혼인, 이혼)

•   통계청: 2020 한국의 사회지표

•   대외경제정책연구원: EU 신(新)통상전략의 주요 내용과 전망

•   EMERiCs: [이슈트렌드] 인도, 2021/22 회계연도 예산안 발표

•   EMERiCs: [이슈트렌드] 미국 및 NATO, 아프가니스탄의 병력 철수 시한 연장 고려

•   EMERiCs: [전문가오피니언] 제13차 베트남공산당 전당대회 결과 분석과 전망: 제도의 후퇴와 공산당 지배력 강화

•   EMERiCs: [이슈트렌드] 말레이시아, 국책 인프라 사업에 집중

•   EMERiCs: [전문가오피니언] UAE 경제다각화: 앞으로의 향방

•   EMERiCs: [이슈트렌드] 이란, 미국에 조속한 핵협상 복귀 요구하며 압박 수위 고조

•   EMERiCs: [전문가오피니언] 바이든 시대의 미국과 라틴아메리카

•   EMERiCs: [이슈트렌드] 브라질 ‘좌파의 대부’ 룰라, 유죄 판결 무효로 정계복귀 길 열려... 보우소나루와 대결구도 형성

•   EMERiCs: [이슈트렌드] 인플레이션으로 고통 받는 중남미 주요 국가들

•   EMERiCs: [이슈트렌드] 터키 중앙은행, 기준 금리 전격 인상 후 총재 돌연 경질

•   EMERiCs: [이슈트렌드] 中 1~2월 외자유입 성적 공개, 2021년에도 외자 안정 이어질까

•   EMERiCs: [이슈트렌드] 잇따른 정책 호조에 활기 띠는 中 신에너지차 시장

•   수출입은행 해외경제연구소: 차량용 반도체 공급부족의 원인 및 영향

•   산업연구원: "미국, 글로벌 반도체 산업 재편 시동, 새 질서 대비한 전략 강구해야"

•   현대경제연구원: 국내 니트족(NEET) 현황과 시사점 - 니트의 장기화 예방이 시급하다!

•   국회예산정책처: NABO 경제·산업동향 & 이슈 (제15호)

•   KDB미래전략연구소: 주간 KDB리포트(2021.3.22)

•   KDB미래전략연구소: EIB 에너지 대출 정책의 주요 내용

•   KDB미래전략연구소: 스마트빌딩의 제로에너지 기술

•   KB: 3월 22일 기준 「[주간] 리브부동산 주택시장동향」 조사결과

•   건설산업연구원: 건설동향브리핑 798호

•   국토연구원: 수도권 중장기 주택공급 효과와 시사점: 2021년 2.4대책 공급 효과를 중심으로

•   외교안보연구소: 한미 2+2 회의 성과와 향후 과제

•   국가안보전략연구원: 바이든 행정부의 잠정국가안보전략지침에 나타난 신안보 위협 인식과 대응방안

•   국가안보전략연구원: 미중 고위급 회담 평가 및 전략적 함의 분석

•   국가안보전략연구원: 북한의 전술유도탄 발사 배경과 향후 전망 분석

•   대한상의: 무역기술장벽(TBT) 동향과 대응과제 연구

•   전경련: 전경련-미상의 법률개혁원-한불상의 공동주최 집단소송제 시사점 세미나

•   한국경제연구원: 물가·세금·실업급여·국민연금·집값... 성실근로자 울리는 5대 요인

•   한국경제연구원: 올해도 일자리는 없고, 월급은 오를 생각 없네

•   한국경제연구원: 한국 1인당 GDP 4만$, 2028년 진입 전망, G5보다 5년 늦어

•   한국경제연구원: 미 장기금리 상승에 국내 경기불안 가능성 증대

•   한국신용평가: [Podcast] ESG 산업별 영향 분석Ⅰ: 민간석탄발전 - 탈석탄 기조 속 민간석탄발전사의 리스크 요인과 신용도 전망

•   NICE신용평가: 두산인프라코어㈜ 분할합병·매각 등 두산그룹 주요 계열사 관련 시장질의에 대한 NICE신용평가의 의견

•   파이터치연구원: 가업상속세 감면에 따른 경제적 파급효과

•   기재부: 2021년도 제1회 추가경정예산 국회확정

•   기재부: [보도참고] 국제통화기금(IMF), 한국 연례협의 보고서 발표

•   기재부: 18차 부동산시장 점검 관계장관회의 개최

•   산업부: 코로나 이후 『로봇 대항해 시대』를 논하다

•   산업부: 2050 탄소중립을 위해 태양광 업계와 머리를 맞대다.

•   산업부: 산업부, 저렴한 수소 공급을 위한 수소차 전용 수소 유통기반시설 구축에 나선다

•   산업부: (설명자료)산업부의 농촌태양광 사업은 농축산어민에 한해 정책자금을 지원 중이며, 한국형 FIT 및 경쟁입찰시장 등을 통해 장기고정계약을 체결해 안정적 수익 확보가 가능함(디지털타임스, 경향신문 등 3.23일자 보도에 대한 설명)

•   산업부: ‘21년 2월 주요 유통업체 매출 전년동월 대비 10.0% 증가

•   산업부: 풍력 라운드테이블 개최, 2050 탄소중립을 위해 풍력발전이 나아갈 길 모색

•   국토부: 2월 주택 매매거래량은 8.7만 건, 전월세 거래량은 20.0만 건

•   국토부: ’20.4분기 건설공사 계약액 82조 4천억…전년 동기대비 18.7%↑

•   환경부: (설명)환경성이 확보된 풍력발전 확산으로 탄소중립 이행의 돌파구를 마련하기 위해 풍력 환경평가 일원화 추진[국민일보 2021.3.24일자 보도에 대한 설명]

•   환경부: 국내 물산업 총 매출액 약 46.2조원, 전년대비 6.8% 증가

•   공정위: 두산중공업의 기술자료 요구전 서면 미교부행위 제재

[Magazines]

•   Economist: Science after the pandemic - Bright side of the moonshots

•   Economist: The medicine is the message - Covid-19 vaccines have alerted the world to the power of RNA therapies

•   Economist: Turkey and emerging markets - Turkey’s economic woes should be a warning for other countries

•   Economist: Digital commerce - Fintech comes to America at last

•   Economist: Mid-life crisis - Bangladesh’s growth has been remarkable, but is now at risk

•   Economist: India’s ruling party finds a new way to hamstring the opposition

•   Economist: Jobless data - Why jobless-claims data give little insight into America’s economy

•   Economist: Brazil’s mismanagement of covid-19 threatens the world

•   Economist: A debacle at Turkey’s central bank

•   Economist: To have and to hold - The EU supports tighter rules on covid-19 vaccine exports

•   Economist: Charlemagne - Why the EU is still wary of America

•   Economist: Britain and the European Union - Hopes of a better post-Brexit relationship with the EU are fading

•   Economist: An industrial renaissance - America’s long-ailing manufacturers are fired up

•   Economist: Chokehold - A giant container ship accidentally blocks the Suez Canal

•   Economist: Saudi Aramco’s profits decline—but not the dividend

•   Economist: Deutschland AG’s enduring bet on Russia

•   Economist: Bartleby - Flexibility is the new great workplace divide

•   Economist: Schumpeter - Volkswagen will catch up with Tesla

•   Economist: A different kind of fluke - Just how anchored are America’s inflation expectations?

•   Economist: Climate change - The impact of green investors

•   Economist: Too much of a good thing? - Trade inflows in Asia fuel debate over currency intervention

•   Economist: Scaling the peak - America used to be behind on digital payments. Not any more

•   Economist: Buttonwood - The Fed and the bond markets

•   Economist: Free Exchange - The economics of falling populations

•   Forbes: The Economy Doesn’t Need The Fed’s Easy Monetary Policy To Keep Booming, BofA Says

•   Forbes: Under The Hood Of Intel’s New Foundry Strategy

•   Forbes: Outsourcing Is Dead—Long Live Outsourcing

•   Fortune: Halix plant gets all-clear to start shipping AstraZeneca's COVID vaccines—but to where?

•   Fortune: Biden infrastructure plan: Our economy needs spending

•   Fortune: Belt and Road Initiative: The U.S. needs a new approach

•   Fortune: What the ship stuck in the Suez Canal might mean for businesses

•   Bloomberg Businessweek: Covid Vaccine Passports 2021: The Golden Ticket for International Travel?

•   Bloomberg Businessweek: Pace of Covid Vaccinations Means Herd Immunity Won’t Be Reached Soon

•   Bloomberg Businessweek: Covid-19 Vaccine Doesn’t Mean You’ll Get to Travel Overseas Just Yet

•   Bloomberg Businessweek: China’s New Belt and Road Has Less Concrete, More Blockchain

•   Bloomberg Businessweek: Biden Leans Into Quad Nations Alliance to Confront China

•   Bloomberg Businessweek: Should Businesses Force Employees to Get Covid Vaccine? Advice From a Lawyer

•   Atlantic: Why America Is Beating Europe on Vaccination

•   Atlantic: Rich Countries Give Money but Keep Vaccines for Themselves

•   Atlantic: COVID-19 Is Different Now

•   Foreign Policy: Biden Administration Looks to Contain China With Allies' Help, Despite No Asian NATO

•   Foreign Policy: Biden Can Boost Republican States’ Economies With a U.S.-Iran Deal

•   Foreign Policy: Europe Pressed Biden to Move Fast on Iran Nuclear Deal, but Administration Hit Brakes

•   Foreign Policy: China Prioritizes Visas for Visitors With Chinese-Made Vaccines, Sparking an Uproar

•   Foreign Policy: We All Live in Germany’s World

•   Foreign Policy: Trump's Confrontational Approach to China Was All Wrong. Biden Is Making the Same Mistake.

•   Foreign Policy: In Israel, Liberals Lost. The American Left Should Heed Their Lessons.

•   Foreign Policy: China Hits Back at Coordinated Sanctions Against Officials for Xinjiang Atrocities

•   Foreign Policy: Biden Looks to Prioritize Anti-Corruption in Aid to Northern Triangle

•   Foreign Policy: It's Time to Fold America’s Nuclear Umbrella Over Its European and Asian Allies

•   Foreign Policy: Peace with Iran and North Korea Would Help U.S. Workers

•   Foreign Policy: The U.S. Can Win Without China's Collapse

•   Foreign Affairs: The Illiberal Tide

•   Foreign Affairs: There Will Not Be a New Cold War

•   Foreign Affairs: It Is Time for a Realistic Bargain With North Korea

•   Foreign Affairs: The New Concert of Powers

•   Barron's: Are Supply Constraints Starting to Hit U.S. Manufacturing? Bad Weather? Or Both?

•   Barron's: How to Counter China's Global Economic Strategy

•   Barron's: Markets Are Underestimating Biden’s Resolve on Taxes, Infrastructure, and Spending

•   Barron's: How Federal Infrastructure Dollars Get Nickeled and Dimed

•   Barron's: A New Global Plan to Help Struggling Countries Misses the Mark

•   Harvard Business Review: How AI Can Help Companies Set Prices More Ethically

•   Harvard Business Review: Digitizing Isn’t the Same as Digital Transformation

•   Harvard Business Review: The Latest Supply Chain Disruption: Plastics

•   MIT Technology Review: The US is about to have a vaccine surplus

•   Power Magazine: Understanding Energy Crises of the 1970s and Avoiding Problems Today

•   Power Magazine: BP Details Plan for UK's Largest Hydrogen Project

•   Windpower Monthly: UK offshore wind jobs to triple in next five years

•   Windpower Monthly: Wind output increases when heat demand rises - study

•   Science: COVID-19 is soaring again in India. Can vaccines stop it?

•   Nature: What it will take to vaccinate the world against COVID-19

•   매경이코노미: 올해의 금융 CEO 베스트 50인은 누구

•   매경이코노미: 수요 못쫓는 공급량···유가 100$ 낙관론 확산 이유 있었네

•   매경이코노미: 월급 빼고 다 오르네…실손 이어 종신·車보험료까지 `줄인상`

•   매경이코노미: 복잡성의 시대 "신제품 법칙 `One in, One out` 적용하라"

•   한경비즈니스: 디지털·글로벌 총력전…금융 혁신 이끄는 베스트 CEO 30인

•   한경비즈니스: 전기차에서 돈맥 캐는 상사들…미래 먹거리 찾아 무한 변신

•   한경비즈니스: 주가 재상승·유동성 숙취 극복, ‘트리플 Re’에 달렸다

•   한경비즈니스: 일방적인 납품가 인하 요구로 무너진 GM 이태석의 경영전략

•   한경비즈니스: 데이터 미래의 석유로 불리는 까닭은

•   한경비즈니스: ESG형 사업 재편으로 살아나는 히타치 디지털 외면한 미쓰비시

•   한경비즈니스: 투자 수요 감소 뚜렷…부동산 빚투 위험

•   한경비즈니스: 환 위험에서 자유로운 비트코인…무역 결제 화폐로 매력비트코인 A to Z

•   이코노미조선: ‘개인화·안전·비대면’으로 교통 패러다임 전환 세계 제조·플랫폼 업체 모빌리티 생태계 경쟁

•   이코노미조선: “2028년 세계 도심에 비행 택시 띄운다”

•   이코노미조선: 글로벌 모빌리티 생태계 구축과 진화

•   이코노미조선: “승용차 중심 패러다임 벗고 교통수단 통합관리 시급”

•   이코노미조선: 모빌리티 경쟁은 ‘별들의 전쟁’…미래 사활 걸렸다

•   이코노미조선: 현대차·혼다·닛산 車 험지 주파, 전력 공급까지 진화

•   이코노미조선: 물 시장 919조원으로 반도체의 2배…해외공략 시급

•   주간조선: 쿠팡이 증명한 ‘속자생존’ 부메랑 되나

•   주간조선: ‘4류 정치’ 닮아가는 LG와 SK

•   월간조선: GDP 3만에서 4만 가기까지 선진국은 6년, 한국은 11년 걸린다

•   이코노미스트: [이종우 증시 맥짚기] 연준을 의심하는 시장…금리 더 오를까

•   이코노미스트: [백프로 환율 돋보기] 美·中 정책 당국의 온도차에 반응하는 달러화

•   포브스: [한국 로봇산업 이끄는 혁신기업] 이정호 레인보우로보틱스 대표

•   포브스: [한국 로봇산업 이끄는 혁신기업] 박성주 유진로봇 대표

•   포브스: [한국 로봇산업 이끄는 혁신기업] 김준구 미래컴퍼니 대표

•   주간동아: “코로나19 사태에도 돈 벌었으니 이익 나눠라?”

•   주간한국: ‘세계 7대 우주강국’ 가까이 왔나…우주개발 향한 민·관의 잰 발걸음

•   주간한국: 코로나19 이후 더욱 치열해진 각국의 ‘우주 전쟁’

•   주간한국: ESG는 냉철한 투자전략 그 이상도 이하도 아니다

[Books]

•   매경: 쿠팡 신화…‘승부사’ 손정의에겐 투자인생의 한 장일뿐

•   매경: 미움받는 나라에 투자하라…짐 로저스의 역발상

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