Business Intelligence Monitor 210701

(Introduction)

[Markets]

•   Global: Global shares fall on pandemic fears ahead of U.S. jobs report

•   Metals: Copper on track for biggest monthly decline since March 2020

•   Grains: Corn, soy surge as U.S. farmers plant fewer acres than expected

•   DRAM: D램 가격, 2개월째 보합세…“하반기부터 다시 오를 것”

•   한국: 코스피 개인 매수에 0.3% 상승…3,290대 마감

•   한국: "아이폰13 출시 앞당긴다"…애플 부품주 '들썩'

•   한국: 두산그룹주 혼조, 오리콤 두산중공업 하락 두산 두산밥캣 상승

[Indicators]

•   US Jun. Employment(ADP): U.S. Companies Add More Jobs Than Expected, ADP Data Show

•   US May Pending home sales: Pending Home Sales in U.S. Increase by Most in Nearly a Year

•   US Weekly Mortgage rates·applications: As housing boom begins to fizzle, weekly mortgage demand falls nearly 7%

•   Eurozone Jun. CPI: Eurozone inflation dips from two-year high

※   FT: Eurozone inflation dip to briefly take the wind out of hawks’ sails

•   Germany Jun. Employment: Germany Unemployment Declines in June as Covid Cases Fall, Shops Reopen

•   UK Q1 GDP(final): U.K. Consumers Added to Savings Before Lockdown Eased

•   China Jun. PMI: China’s Economy Flashes Hints of Weakness

•   Japan May Industrial production: Steep Drop in Car Production Hits Japan Factory Output Hard

•   India Q1 Current account: India reports current account surplus of 0.9% in pandemic-affected FY21

•   India May Core industry production: Eight core sectors' output rises 16.8 per cent in May

•   India May Fiscal account: May fiscal deficit at Rs 1.23 lakh crore, 8.2% of FY22 target

•   Canada Apr. GDP: Canada Economy Suffers Less From Third Wave Ahead of Rebound

•   Saudi Arabia Q1 Employment: Saudi Arabia’s Jobless Rate Drops to Lowest Level Since 2016

•   한국 2020년 전력통계: 지난해 전력거래 금액 43조6천억원…신재생 거래량 3배↑

•   한국 5월 산업활동: 5월 산업생산 0.1%↑,소비 1.8%↓…"기저효과…개선흐름 유지"

•   한국 5월 미분양 주택: 전국 미분양 역대 최저 수준…수도권은 1303가구로 '뚝'

•   한국 5월 주택착공: 주택준공실적 전년比 23% ‘뚝’… 5~6년 지나야 공급 숨통

•   한국 3분기 BSI(상의): 제조업 체감경기 전망 7년 만에 긍정 전환… “수출 반등·백신 효과”

[Trackers]

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

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: U.S., Taiwan Revive Trade Talks, With Pledge to Combat Forced Labor

•   WSJ: Search for Covid’s Origins Leads to China’s Wild Animal Farms—and a Big Problem

•   WSJ: U.S. Fund Set Up to Counter China’s Influence Backs South African Vaccine Maker

•   WSJ: U.S. Covid-19 Vaccine Sites Start to Shut Down

•   WSJ: Fed’s Kaplan Says Time to Start Paring Bond Buying Aid Soon

•   WSJ: Supreme Court Declines to Lift National Eviction Moratorium

•   WSJ: Heat Wave Eases for Seattle, Tightens Grip Inland

•   WSJ: China Falls Behind U.S. in Global Image, Survey Data Shows

•   WSJ: Is China’s Communist Party Still Communist?

•   WSJ: Delta Variant’s Spread Outpaces Australia’s Covid-19 Contact Tracers

•   WSJ: Russia’s Putin Challenges U.S. Leadership, Asserts Military Might

•   WSJ: Hong Kong Democracy Supporters Lead Last Resistance: Shop From Like-Minded Businesses

•   WSJ: Private Equity Gears Up for the Siege of Japan Inc.

•   WSJ: Treasury Yields Signal Investors’ Waning Economic Exuberance

•   WSJ: Robinhood to Pay $70 Million to Settle Regulatory Probe

•   WSJ: Commercial Debt Backed by Lone Borrowers and Properties Rebounds

•   WSJ: Amazon Seeks Recusal of FTC Head in Antitrust Investigations

•   WSJ: Facebook Critics Regroup in Bid to Reshape the Digital Behemoth

•   WSJ: Ford to Idle or Curb Output at More Plants Because of Chip Shortage

•   WSJ: Tech Spending Expected to Rise as Pandemic Restrictions Ease, Economy Improves

•   WSJ: Short-Staffed Restaurants Prop Up Table Service With Technology

•   NYT: Delta Variant’s Spread Prompts Reconsideration of Mask Guidance

•   NYT: The C.D.C. director reaffirms that vaccinated people in the U.S. don’t need masks in most situations.

•   NYT: Vaccinated and confused? Here are some answers about masks, the Delta variant and breakthrough infections.

•   NYT: Are masks coming back? The Delta variant has some different officials rethinking precautions.

•   NYT: Day of Rage: An Investigation of How a Mob Stormed the Capitol

•   NYT: House Votes to Create Committee to Investigate Capitol Riot

•   NYT: Behind Biden’s Pledge to Share 80 Million Vaccine Doses: Lots of Bureaucratic Hurdles

•   NYT: Biden pledges federal aid as a record heat wave and wildfires roil the West.

•   NYT: Trump visits the border and falsely claims he was months from completing a wall.

•   NYT: China’s Communist Party Turns 100 With Pomp And Stagecraft

•   NYT: The W.H.O. calls out unequal access to vaccines for Latin American and Caribbean countries.

•   NYT: Australian officials are divided over the AstraZeneca vaccine.

•   WP: China building more than 100 silos for ICBMs in what could signal an expansion of nuclear abilities

•   WP: CureVac, the latest experimental coronavirus vaccine, proves 48 percent effective overall, a disappointing result

•   WP: Coronavirus vaccines are widely available in the U.S. So why are scientists working on new ones?

•   WP: It’s the climate change, stupid

•   WP: Canada reports ‘significant’ increase in deaths thought to be linked to heat wave

•   WP: AstraZeneca vaccine doses produced in India not included in Europe’s vaccine passport ahead of launch

•   FT: US and Japan conduct war games amid rising China-Taiwan tensions

•   FT: Vast majority of new coal-power plants ‘uneconomic’

※   Carbon Tracker: Do Not Revive Coal: Planned Asia coal plants a danger to Paris

•   FT: Worst yet to come for developing economies, BIS warns

•   FT: Economists predict at least two US interest rate rises by end of 2023

•   FT: Rising China bond yields prompt fears over coming surge in defaults

•   FT: Delta variant leaves southern Europe struggling to save summer tourism

•   FT: EU could be destroyed by national legal challenges, Brussels warns

•   FT: EU states raise threat of legal action over UK residency rights

•   FT: UK’s Covid booster programme expected to start in September

•   FT: UK unveils post-Brexit state aid scheme to support industry

•   FT: English homebuyers rush to beat stamp duty holiday deadline

•   FT: BoE’s Andy Haldane warns over inflation complacency in parting shot

•   FT: Business after Brexit: Teething problems become permanent pain

•   FT: Financial services sector set for carve-out from new global tax rules

•   FT: Biden plans push to enact clean electricity standard

•   FT: Biden’s powers to pass trade deals are about to weaken

•   FT: Chinese Communists’ 100th anniversary proves a boon for black market traders

•   FT: Brazil vaccine scandal poses fresh political threat to Bolsonaro

•   FT: Equity investors warned of 20% shock from carbon tax

•   FT: What protections do consumers have in crypto trading?

•   FT: South-east Asia’s tech boom fuels record mergers and acquisitions

•   FT: Banks turn to blockchains to reform costly bond market

•   FT: After Jeff Bezos: the changing of the guard at Amazon

•   FT: The rise of ESG-linked pay packages

•   Bloomberg: Inflation Eats at Surging U.S. Pay With Biden Plans at Stake

•   Bloomberg: Global Tax Talks in 10-Day Sprint for Deal as Hurdles Endure

•   Bloomberg: Global Tourism Crash May Cause $4 Trillion Loss to World Economy

•   Bloomberg: Eviction Deadline Looms for Millions of Tenants With Surging Rent Debt

•   Bloomberg: What German Parties Are Promising Ahead of September’s Election

•   Bloomberg: Italy Is Struggling to Thaw Out Its Frozen Labor Market

•   Bloomberg: Business Worries About Inflation Reach Highest Level in a Decade

•   Bloomberg: Gloomy Labour Loses Hope as Boris Johnson Upends U.K. Politics

•   Bloomberg: Russia’s Export Curbs Fail to Control Outbreak of Inflation

•   Bloomberg: Xpeng Is Said to Raise $1.8 Billion in Hong Kong Listing

•   Bloomberg: Pandemic Action Has Peaked in Europe’s High-Grade Bond Market

•   Bloomberg: Alibaba Nears First Big Deal Since Record Antitrust Fine

•   Bloomberg: Financial Firms Poised to Be Exempt From New Global Tax Rules

•   Bloomberg: Petrobras on Track to Reap Billions in Year’s Biggest Share Sale

•   Bloomberg: Google and Microsoft End Their Five-Year Cease-Fire

•   Bloomberg: Micron Sales Forecast Meets Estimates; TI to Buy Utah Plant

•   Bloomberg: Japan Bank Head Says Transition Funds Are Critical for Climate

•   Bloomberg: Amazon Says Pandemic Growth Increased Carbon Emissions by 19%

•   Reuters: OPEC+ may extend oil supply cuts amid warning of glut, sources say

•   Reuters: Saudi Arabia expected to raise August crude prices for Asia -survey

•   Reuters: EU agrees three-month ceasefire with UK in "sausage war"

•   Reuters: What inflation? Pandemic leaves emerging Asia's consumer recovery behind

•   Reuters: Moderna, J&J to make up bulk of Germany's 2022 extra vaccine purchases - ministry paper

•   Reuters: Japan tax revenues likely reached record high in FY2020/21 - sources

•   Reuters: Myanmar's army rulers threaten those who call them junta

•   Reuters: Bolsonaro fires official after graft claims as impeachment calls grow

•   Reuters: World Bank says will boost COVID-19 vaccine funding to $20 bln

•   Reuters: Cambodia sees COVID-19 records as government warns of stricter curbs

•   AP: Putin says US and UK were behind Black Sea 'provocation'

•   AP: EXPLAINER: How bad is the pandemic in North Korea?

•   CNN: Joe Biden's stock market is way ahead of Wall Street expectations

•   CNN: Klein Vision AirCar completes 35-minute test flight in Slovakia

•   CNBC: US coronavirus: Fauci warns there may soon be 'two Americas' as vaccination divide widens

•   CNBC: Why Biden is the biggest threat to his own economy

•   CNBC: HSBC says Asia faces ‘bumpy road’ ahead as Covid cases remain high, but vaccine rollouts offer hope

•   CNBC: How the next decision from OPEC+ could impact oil prices, according to KPMG energy expert

•   CNBC: China has gone ‘too far’ in clamping down on big tech — that will hurt economic growth, says analyst

•   CNBC: A top European drone maker fears it may get blacklisted by China amid geopolitical tensions

•   CNBC: Why lithium metal batteries could replace lithium-ion batteries in EVs

•   CNBC: JPMorgan releases top alternative energy picks for the second half

•   MarketWatch: This is the No. 1 reason unemployed Americans aren’t looking for work

•   Fox Business: Biden's push for bipartisan infrastructure bill puts Democratic divisions on display

•   SCMP: Could China’s model of growth be its biggest export to the world?

•   SCMP: China-Australia relations: WTO trade disputes rehash old question of whether China is a ‘market economy’

•   SCMP: China-Australia relations: US coal continues to fill void left by ban on Australian exports, Canberra report says

•   SCMP: Blockchain ambitions: geopolitical implications of China’s pioneering digital currency spread far and wide

•   SCMP: E-commerce giant Alibaba’s home province wants to become a global digital trade hub by 2025

•   Nikkei Asia: SoftBank Vision Fund 2 cranks up investment to one company per day

•   Nikkei Asia: Pentagon official touts NATO-Asia cooperation amid China threat

•   Nikkei Asia: Analysis: On party's centennial, China drifts further from world

•   Economic Times: S&P maintains stable outlook for India, cautions of downgrade if growth slips

•   Power Engineering: Hydropower crucial to accelerate clean energy transitions, IEA report says

•   MINING.com: CHART: Study predicts over 400% increase in copper, lithium, nickel battery demand

•   MINING.com: China faces risks due to high chrome, manganese, nickel import reliance — report

•   Construction Equipment: Small Cities Struggle With Old Infrastructure

•   DIGITIMES: Notebook component suppliers stay positive

•   DIGITIMES: PCB materials prices stop rising

•   매경(P1): [단독] '탄소 40%감축'…과속페달 밟는 정부

•   매경: 세계는 탄소배출 감축 '숫자' 경쟁중…전문가 "실현 가능한 수단부터 확보"

•   매경: 결국 이제와서…탈원전 정부 "여름철 전력수급 비상"

※   산업부: 제23차 에너지위원회 개최

•   매경(P1): [단독] 40분 대통령 행사 위해…이틀간 멈춘 부산신항

•   매경: "영끌도 막히나"…신용대출 중단되고 우대금리 사라지고

•   매경: 전문가 "코로나 재창궐 막으려면…AZ 접종간격 4주로 단축을"

•   매경: 출장 격리면제 심사 14일서 7일로 단축

※   산업부: 기업인 격리면제 전면 개선

•   매경: 코인예금도 투자상품 간주…금융당국, 규제 날 세운다

•   매경: "ESG정보 허위·과장땐 소송 휘말릴수도"

•   매경: 삼성물산 ESG委 만들고…GS건설 온실가스 감축 나서

•   매경: SK하이닉스 'D램 정보 댐' 만들었다

•   매경: LG도 '미니 LED' 출시…차세대 LCD TV 경쟁 가열

•   매경: 한화, 그린수소 운송·저장 시스템까지 구축

•   매경: "현대차, 수소·전기차 모두 준비…미래 모빌리티 경쟁서 앞설 것"

•   매경: 국내 첫 코로나 mRNA백신 임상신청

•   매경: "코스피 수익률 좋다했더니 코스닥은 더 올랐네"

•   매경: 재건축 단지에 '한 동만 그대로'…박원순표 전시행정 급제동 걸렸다

•   매경: 임대차법發 전셋값 급등…"하반기도 2.3% 오른다" 전망 나왔다

※   건설산업연구원: 2021년 하반기 건설․부동산 경기 전망 세미나

•   매경: 아리팍 84㎡ 39.8억 신고가…40억 육박

•   한경(P1): '혁신기업 30곳' CEO들이 직접 뽑았다

•   한경: CEO들이 인정한 '창조적 파괴자'…1년새 주가 72% 뛰었다

•   한경: 혁신의 조건…기업가는 '신기술', 투자자는 'ESG'

•   한경: CEO 9명 "쿠팡이 혁신기업"…마켓컬리·카뱅도 지목

•   한경: 삼성전자 R&D 초격차, 카카오 무한 영토확장, 현대차 수소차 강자

•   한경(P1): 김기문 회장 "상속세제 혜택 실효성 없어…中企승계지원법 제정해야"

•   한경: "기업승계를 富의 대물림으로 폄하…공제요건 맞추려 신사업 포기"

•   한경: 獨처럼 가업상속공제 기준 없애야

•   한경: 김기문 회장 "성장할수록 손해보는 기업승계 세제…혜택 아닌 징수 유예"

•   한경(P1): 임금 '年 1000만원 인상' 파격 제안 거부한 현대차 노조

•   한경: 손발 안맞는 문재인 정부…곳곳서 '경제 정책 엇박자'

•   한경: 삼성엔지니어링, 수소사업 파트너 베이커휴즈

•   한경: 철근대란 '숨통' 트이나…한달 새 가격 11% 하락

•   한경: "에지 컴퓨팅이 대세"…삼성·인텔 앞다퉈 진출

•   한경: 야놀자의 파격…원격근무 무기한으로 시행

•   한경: "서비스업도 ESG 경영 도입, 사회적 가치 실현해야"

•   한경: 공매도 타깃 되면 주가 떨어진다?…수익률 비교해보니

•   한경: 코스닥 출범 25년…시총 50배 불었다

•   한경: 與 송영길, 김동연 이어 박용만에도 경선 참여 권유

•   서경(P1): 60세이상 1주택자 종부세, 집 팔 때까지 미뤄준다

※   기재부: 제 25차 부동산시장 점검 관계장관회의 개최

•   서경: 종부세 납부 유예가 근본 대안 아냐···상위 2% 민주당 당론에 정부도 동의

•   서경: "월세 내느니 사자"···조급해진 30대, 서울 아파트 42% '영끌'

•   서경(P1): 4조 '인버스 개미' 랠리에 좌불안석

•   서경: "꺾일 때 됐다" 개미들 올해만 1.4兆 베팅했는데···곱버스 수익률 -26%

•   서경: 7월에도 오르면···코스피 '최장 랠리'

•   서경: 24조 육박···꺾이지 않는 '빚투'

•   서경: 핀테크 추격 급한데···은행권 금융실험 좌초 위기

•   서경: ESG 타고 '미래 블루칩' 급부상···SK·롯데 등 해외 지분투자·기술제휴 속도

•   서경: "버려진 플라스틱이 돈"···화학업체는 中企와 전방위 협력

•   서경: ESG 확산에...폐플라스틱 가격 1년새 40% 급등

•   서경: [시그널] 빅딜 6건 중 4건 대기업 손으로···M&A 규모 1년 만에 60% 급증

•   서경: [시그널] 알짜 딜로 실속 챙긴 PEF···확보한 실탄은 18조 원

•   서경: [마켓브리핑] 흑자전환 두산중공업, 시장 자금 조달 속도···두달 새 2,500억 육박

•   서경: 묶어도, 풀어도 부작용···계륵된 규제지역

•   조선(P1): ‘월성원전 조작사건’ 백운규·채희봉·정재훈 기소

•   조선(P1): “중국과 경쟁서 이기려면, 한국도 쿼드 가입해야”

•   조선: “바이든 정부 장점은 개방성… 북한, 이번 기회마저 놓치면 안돼”

•   조선: 펜스 “뭉치면 산다, 우리와 함께 서자”

•   조선: “中 대북지원 찔끔… 韓美, 경제발전으로 北 설득을”

•   조선: “팬데믹에 기존 질서 흔들려… 번영의 비전 기대”

•   조선: “중국, 세계 상대로 영향력 확대… 한·미·일 빈틈없이 공조해야”

•   조선: “세계는 중국 경제 급행열차 올라타야… 백신민족주의는 안돼”

•   조선: “코로나 포퓰리즘… 경기부양 내걸고 퍼주다 위기 올수도”

•   조선: “가상화폐, 단기적으론 롤러코스터… 결국엔 시장 커진다”

•   조선: “美, 동맹국과 협력해 무역공급망 구성할것”

•   조선: “인도 중산층 2억명 집에 한국가전 하나씩은 있어… 한국, 전기차 투자하라”

•   조선: 중개수수료 5년새 171만→867만원… 정부는 4개월째 대책 못내

•   조선비즈: 與 송영길 대표 “소득 하위 80% 지원금? 대상 확대할 것…의원총회 열고 재논의”

•   조선비즈: 스마트폰 OLED 빠르게 韓 추격하는 中…점유율 2배씩 증가

•   조선비즈: 韓기업가정신, OECD 하위권… “규제 완화·기업가 인식 제고 필요”

•   조선비즈: [하반기 증시전망]④ 美 주식, 콘택트주 투자했다가 FAAMG로 갈아타라

•   조선비즈: “세금 못견딘 급매물 효과는 없었다”… 5월 서울 아파트 거래 보니

•   조선비즈: 또다시 코로나에 긴장한 주식시장, 전문가들 “지수보다는 영업 재개 종목 타격”

•   조선비즈: 수도권 거리두기 완화 유예… 재택근무 줄이려던 기업들 ‘일단 정지’

•   조선비즈: ESG 속도 내는 증권사 리서치센터… 리포트부터 컨설팅까지

•   조선비즈: 내수용인줄 알았던 중국 배터리, 유럽시장 넘본다… K배터리 ‘긴장’

•   조선비즈: ‘갤럭시 1월 출시 효과’ 삼성전자, 1분기 국내서 점유율 70% 육박

•   조선비즈: 조선 빅3, 연간 목표 70% 달성... 하반기 선가 올리기 주력

•   인베스트조선: 돈 빌린 곳은 사모펀드 뿐…PEF 편중 심화한 인수금융 시장

•   중앙(P1): 김정은 “방역 중대사건” 북한 코로나에 뚫렸나

•   중앙: 노조, 산재 예방 손놓고 있다가…사고 터져야 나타난다

•   중앙: 중국 CATL 쾌속질주, 올해 전기차 배터리 점유율 31%

•   중앙: 증권가 상륙한 메타버스…관련기업 투자 펀드 줄잇는다

•   동아(P1): 수도권 확진자 급증… ‘5인 금지’ 1주일 연장

※   복지부: 수도권 현행 거리두기 체계 일주일 간 유지

•   동아: 시민들 “예약한 6명 모임 어쩌나”… 식당 “준비한 음식 다 버릴 판”

•   동아: 비수도권 1일부터 8인 모임 가능… 정부 “회식은 자제를”

•   동아: 수도권, 전파력 센 ‘델타 변이’ 비상등… 방역 완화 8시간前 연기

•   동아: “정부, 한달 전부터 거리두기 완화 메시지… 방역 해이 초래”

•   문화: “일감 느는데 일손 못구해”… 造船 협력사 ‘52시간 직격탄’

•   한국(P1): 日 수출규제 2년... "3대 핵심품목 넘어 소재·부품 분야도 홀로서기"

•   한국: 소재·부품서 한 단계 도약한 기술 독립, 이젠 ‘장비’다

•   국민: [단독] 집값 폭등 절박감에 ‘조금이라도 싸게…’ 2030 공매 몰렸다

•   국민: 부동산 투기 막고 약자 보호… 文정부 ‘선한 정책’ 되레 毒

•   서울: “맞벌이 못 받고, 부동산 부자는 받나”… 재난지원금 또 소외 논란

•   서울: 카카오·네이버 아이디로 투약·백신접종 내역 확인한다

•   서울: 지자체들 ‘수소충전소 구축’ 열풍… 친환경차 보급 가속페달 밟는다

•   서울: 금리 오른다는데… 신규 대출 땐 고정금리가 유리

•   세계: 코로나 직후 한미 통화스와프, 원·달러 환율 안정효과 있었다

•   머니투데이(P1): 수조원대 美인프라 시장 열린다…SK·LG·LS 절호의 기회

•   머니투데이(P1): "인구 정책, 출산율에 얽매이기 보다 지방 살만하게 만들어야"

•   머니투데이: '하이니켈 비중 4배로 뛴다'···배터리 업계 소재확보 '사활'

•   머니투데이: SK '인텔 낸드 인수' 변수…업계 관심은 중국통 최태원

•   머니투데이: 치명률 뚝 떨어진 코로나…국산 치료제 개발해도 소용없나

•   머니투데이: 7월 3일 '대규모 집회'열겠다는 민주노총…경찰 "집결 사전 차단"

•   머니투데이: 성장주? 가치주?…하반기 주목해야 할 업종은 '이것'

•   더벨: 평가 근거자료, 피평가 기업이 셀프제출 '신뢰도 의문'

•   더벨: 한숨 돌린 현대·기아, 전기차 시대 경쟁력은 '아직'

•   헤럴드경제: 한은, 회사채·CP 매입 연말까지 재연장

※   한국은행: [보도참고자료] 저신용등급 포함 회사채·CP 매입기구인 「기업유동성지원기구(SPV)」 매입기간 연말까지 연장

•   헤럴드경제: 개미들의 6월, 카카오·두산重 꽂혔다

•   파이낸셜뉴스(P1): 엄포 놨던 '코로나 구상권' 청구 1년간 14건뿐

•   파이낸셜뉴스(P1): '경영개입' 한발 물러선 국민연금

•   파이낸셜뉴스(P1): 노동 정책 쓰나미 기업 숨통 막는다

•   파이낸셜뉴스: 반도체·車·해운 ‘2분기 어닝서프라이즈’… 역대급 성적표 기대 [산업계 경기회복 청신호]

•   파이낸셜뉴스: 현실 복제한 '가상공장'서 자동차·배 설계하고 검증한다 [메타버스 新경제]

•   파이낸셜뉴스: 美 제재에 지친 화웨이, 반도체 자립 나서나

•   파이낸셜뉴스: 공모펀드 시장 뒷걸음 칠 때… ESG펀드 홀로 ‘승승장구’

•   파이낸셜뉴스: 전기車 충전료 당분간 인상 없다

•   파이낸셜뉴스: 삼성전자-도이치텔레콤 ‘친환경 5G폰’ 개발한다

•   파이낸셜뉴스: 중기중앙회 "ESG 경영은 생존의 문제"

•   아시아경제(P1): 文정권 4년, 금융공기업 임원 절반이 ‘낙하산’

•   아시아경제: "반도체 대세 상승 문제 없다"…삼성·SK하이닉스 2Q 실적 '맑음'

•   아시아경제: [단독]"고용안정, 韓銀 책무 아니다…인플레·독립성 우려"

•   아시아경제: [단독]누리호 개량 사업 안 한다…文 약속 '2030 달착륙선 발사' 차질 우려

•   디지털타임스(P1): 산업생태계 뒤집을 `양자기술 드림팀` 떴다

•   디지털타임스(P1): 시세 상승률 넘어선 서울 아파트 공시가격

•   이데일리(P1): [액티브ETF 시대]알파 수익률 목말랐다…대세로 자리잡나

•   이데일리: [액티브ETF 시대]하반기 ESG·유망산업 테마 출격 대기

•   이데일리: 호실적 기대 부푼 삼성전자…과거 깜짝실적때 주가 어땠나

•   이데일리: 삼성전자 실적 좌우하는 메모리 가격 하반기에도 상승 전망

•   이데일리: 삼성전자, ‘2분기 IM’ 비수기…하반기 견인할 폴더블폰 주목

•   이데일리: “금리 올리기 전에 찍자”…상장사 유증·CB 러시

•   이데일리: 3분기 전국 14만가구 분양…경기도서 40% 공급

•   연합: 수도권 급확산세 속 오늘도 700명대…비수도권만 새 거리두기

•   연합: "파시 열렸던 '황금어장' 통영 욕지도 해상풍력발전 반대"

•   연합인포맥스: 채권시장서도 대세 입증한 'ESG'…상반기 성과는

•   뉴시스: 두산퓨얼셀, 연료전지 시스템 공급계약…421억

•   뉴시스: 국내특허 기업 1위 삼성전자…5년간 특허 2만여개 등록

•   뉴시스: 국민의힘, 탈원전 특위 발족…전기료 인상 등 부작용 대응

•   e대한경제: 韓 100대 상장사 올 2분기 사상 최대 실적잔치

•   e대한경제: [하반기 공공시장 전망] 올 공공부문 실적, 하반기 농사가 좌우

•   e대한경제: 올 상반기 정비사업 수주 DL이앤씨ㆍ대우건설 선전

•   e대한경제: 태영건설, ‘서울도시철도 9호선 연장’ 2공구 수주 유력

※   롯데건설(20%), 두산건설(20%), KSC(7.86%), 위드제이산업(5.03%), 삼진일렉스(5.02%)로 한 팀을 구성

•   더구루: 현대차, 美 앨라배마 생산라인 재정비…전기차 '플랜B' 가동

•   전자신문(P1): 日 불화수소 수입액, 1000만달러 밑으로…소부장 2년 '기술자립'

•   전자신문: [이슈분석] 日 수출규제 2년…소부장 자립·기술독립 쉼 없이 달렸다

•   전자신문: [이슈분석] '국산화율 20%' 반도체 장비 경쟁력 확보는 과제

•   전자신문: [이슈분석]"수출규제 덕에"…첨단 산업 R&D 허브로 부상하는 한국

•   전자신문: 중국산 터빈 도입…韓 해상풍력 잠식 우려

•   전자신문: 전기차 보급 늘면서 폐배터리 활용에 관심 높아져

•   전자신문: OECD, 韓 디지털 전환정책은 "코로나19 위기 극복의 성공 사례"

•   전자신문: [단독] 현대차, 전기차 배터리팩 협력사 추가 선정...연간 60만대분 확보

•   전자신문: 무협, 한-EU FTA 성과 분석…"車·배터리·화학제품 수출 수혜"

•   로봇신문: 한국로봇산업진흥원, '2021년 로봇산업 규제혁신 포럼' 개최

•   로봇신문: 500kg도 거뜬! 건설 현장의 빛, '바우봇'

[Opinions]

•   Project Syndicate(J. Bradford DeLong): MAGA Maoism

•   Project Syndicate(Nouriel Roubini): The Looming Stagflationary Debt Crisis

•   Project Syndicate(Mauricio Cárdenas): Colombia’s Triple Crisis

•   FT(Editorial Board): Success and danger for China’s Communists at 100

•   FT(Editorial Board): Delta variant shifts the calculus on final reopening

•   FT(Mohamed El-Erian): The inherent instability of the Goldilocks market consensus

•   FT(Robert Armstrong): House prices rise, homebuilders fall

•   FT(Peggy Hollinger): Brussels needs to be bolder in tackling shipping emissions

•   FT(Arvind Subramanian): The age of secular stagnation may be drawing to a close

•   FT(Claire Jones): ECB’s Villeroy voices digital yuan threat

•   FT(Lex): Emerging market bonds: don’t fear rate rises just yet

•   WSJ(Editorial Board): The Taliban’s March to Kabul

•   WSJ(Robert Poole): Congress Debates Infrastructure but Ignores the Interstates

•   NYT(Rashida Tlaib, Eduardo Suplicy): Prioritizing People to Build Back the Economy

•   WP(Editorial Board): China is building more silos for missiles. That makes arms control talks with the U.S. essential.

•   WP(Editorial Board): Biden’s Mideast airstrikes should inspire Congress to act on war powers

•   WP(David Ignatius): Biden learned Washington as a senator. He needs a different skill set now.

•   WP(Donna F. Edwards): Democrats better get down to making some infrastructure sausage

•   Bloomberg(Noah Smith): Breaking Up Amazon Won't Get the U.S. Its Next Tesla

•   Bloomberg(John Authers): Hot Property Markets Are a Real Inflation Risk

•   Bloomberg(Marcus Ashworth): U.K. House Prices Need a Breather, Pandemic Real Estate Is Red Hot

•   Bloomberg(Liam Denning): Flaring Gas Is Cheap for This Fracker, But Not for Us

•   Bloomberg(Hal Brands): Latin America Is Slipping Back Into Strongman Rule

•   Bloomberg(Andreas Kluth): Should We Be Forced to Get Covid Vaccines? It's Complicated

•   Fox News(Jason Chaffetz): Biden's 'free money' policies have loaded US with debt. Will interest rates take a hit next?

•   Reuters(John Kemp): Rising oil price will draw response from consumers

•   서경(현정택): 돈 푸는 추경 제발 더 없어야 한다

•   조선(윤영신): 한전, 더이상 정권 눈치 볼 필요 있나

•   아시아경제(권해영): 文정부 초대 에너지 차관의 역할

Business Intelligence Monitor 210630

(Introduction)

[Markets]

•   Global: Global shares edge lower on new COVID-19 outbreaks in Asia

•   Metals: Copper prices fall for fourth day on stronger dollar

•   Iron ore: Iron ore price down on easing steel demand in China

•   Grains: Corn, soy futures mixed before U.S. plantings, stocks reports

•   Cryptocurrency: Bitcoin Extends Rebound With Chartists Eyeing Bullish Technicals

•   한국: 코스피 다시 3,300선 아래로…'델타변이' 우려 변수

•   한국: 두산그룹주 상승 많아, 오리콤 5%대 두산퓨얼셀 2% 가까이 올라

[Indicators]

•   US Apr. Case–Shiller home price: Home-Price Growth Hit Highest Level in More Than 30 Years

•   US May Construction employment: Construction Employment Off in 40 States

•   US Jun. Consumer confidence: U.S. Consumer Confidence Soars on Upbeat Views About Economy

•   Eurozone Jun. Economic sentiment: Euro-Area Confidence at Highest in 21 Years As Economy Reopens

•   Germany Jun. CPI: German inflation slows but remains above ECB target in June

•   UK Jun. House prices: UK house price growth soars as buyers race to beat end of tax holiday

•   Japan May Employment: Japan's May jobless rate highest in 5 months amid virus emergency

•   Japan May Retail sales: Japan's retail sales rise for 3rd month, but overall trend still soft

•   Vietnam Q2 GDP: Vietnam’s Economy Picks Up, But Virus Could Weigh on Outlook

•   한국 2019년 일자리행정통계: 자영업자 빚, 전년보다 500만원 늘어 1억 7000만원

•   한국 5월 사업체노동력: 제조업 종사자수 1년3개월만에 증가전환, 상용직도 12만명↑

•   한국 5월 금융기관 가중평균금리: 가계·기업 대출금리 상승세 주춤···5월 2.72%

•   한국 7월 중소기업 경기전망지수: 원자재·물류 대란에···中企 경기전망 두달째 하락

[Trackers]

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

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: U.S. Poised to Fall Behind Europe on Covid-19 Vaccine First Doses

•   WSJ: House Passes Bipartisan Bill to Boost Scientific Competitiveness, Following Senate

•   WSJ: Biden, in Wisconsin, Hails Job-Creating Potential of Infrastructure Deal

※   White House: Remarks by President Biden on the Bipartisan Infrastructure Framework

•   WSJ: Covid-19 Contact Tracers Race Against Delta Variant in U.S.

•   WSJ: Former Chinese Party Insider Calls U.S. Hopes of Engagement ‘Naive’

•   WSJ: China Wants Howling Diplomats to Quiet Down, but Nationalism Gets in the Way

•   WSJ: Singapore Shows the Way Out of Pandemic Policies for Asia

•   WSJ: Didi Global Prices IPO at $14 a Share

•   WSJ: Property Investors Shelter in Quirky but Pricey Neighborhoods

•   WSJ: Sanofi Bets on mRNA Vaccines After Covid-19 Pandemic Shows Worth

•   WSJ: How a SoftBank-Backed Construction Startup Burned Through $3 Billion

•   WSJ: Car Dealers Are Selling More Vehicles Above the Sticker Price

•   WSJ: Toshiba Scandal Emboldens Foreign Investors Pushing Change in Japan

•   WSJ: United Bets on Travel Revival With Biggest-Ever Plane Order

•   WSJ: Intel Delays New Chip in First Setback for CEO’s Turnaround Effort

•   WSJ: Japan’s In-Home Robot Experiment Short Circuits

•   WSJ: Amazon Demands One More Thing From Some Vendors: A Piece of Their Company

•   WSJ: Amazon Maintains Lead in Cloud Infrastructure Market

•   WSJ: Masks? Tests? Summer Camp Rules This Year Are Tricky

•   NYT: As Infrastructure Deal Gathers Steam, Democratic Cracks Begin to Show

•   NYT: Congress Faces Renewed Pressure to ‘Modernize Our Antitrust Laws’

•   NYT: How Weird Is the Heat in the Pacific Northwest? Off the Charts.

•   NYT: Biden Faces Intense Cross Currents in Iran Policy

•   NYT: Security in Afghanistan Is Decaying, U.S. General Says

•   NYT: ‘A Form of Brainwashing’: China Remakes Hong Kong

•   WP: Palestinian frustrations with West Bank government boil over with death of activist

•   WP: Grid’s looming problem: Getting power to where it’s needed

•   FT: Global tax negotiators battle to persuade holdout countries

•   FT: German finance minister rejects calls to reform fiscal rules

•   FT: Olaf Scholz treads fine line on German thrift vs Covid spending

•   FT: Emmanuel Macron’s personality politics fall short at local level

•   FT: Former Catalan leaders condemn Spain’s audit court ruling

•   FT: Ministers consider keeping some Covid measures in England after July 19

•   FT: Business travellers from big multinationals get English quarantine waiver

•   FT: ‘More divided and more angry’ — how Brexit reshaped British politics

•   FT: UK jobs depend on speed of reopening as furlough winds down

•   FT: South Africa’s top court orders Jacob Zuma to go to jail

•   FT: Lapid’s historic trip signals commitment to Israel-UAE ties

•   FT: Japan launches bid to regain its semiconductor crown

•   FT: Iran’s balancing act: hardliners weigh social freedoms for stability

•   FT: Reflation trade unwind wrongfoots several big-name hedge funds

•   FT: EU bond sales run by four banks previously suspended for antitrust

•   FT: Why the shale recovery remains so sluggish

•   FT: Europe risks ‘two track’ rollout of electric car charging points

•   FT: Elon Musk says SpaceX prepared to spend $30bn on Starlink

•   FT: Green groups urge EU to scrap agriculture subsidy reforms

•   Bloomberg: Moderna’s Covid Shot Produces Antibodies Against Delta Variant

•   Bloomberg: Highly Contagious Delta Variant Ripples Through Emerging Markets

•   Bloomberg: Growing Gaps in U.S. Vaccination Rates Show Regions at Risk

•   Bloomberg: World Bank Warns South Asia Risks ‘Hidden Debt’ Financial Crises

※   World Bank: Hidden Debt: Solutions to Avert the Next Financial Crisis in South Asia

•   Bloomberg: Stimulus ‘Pandexit’ Is Next Challenge as Recovery Quickens

•   Bloomberg: OPEC+ Delays Talks as Ministers Seek Compromise

•   Bloomberg: Biden Takes Agenda to Rural U.S. Where Trump Fans Abound

•   Bloomberg: Buttress Treasury Market by Easing Liquidity Rules, Study Says

•   Bloomberg: Fed’s Barkin Sees ‘Long Way to Go’ in U.S. Labor-Market Progress

•   Bloomberg: U.S. Trade Deals Have Added Half a Million Jobs, Agency Says

•   Bloomberg: Biden’s Fast-Track Trade Authority Is Set to Expire This Week

•   Bloomberg: ECB Charts Lone Crisis Stimulus in Choppy Wake of Shifting Fed

•   Bloomberg: U.K. Is Set to Agree EU ‘Sausage War’ Truce, Johnson’s Office Says

•   Bloomberg: U.S. Should Distance From Trump-Era Trade, Key EU Official Says

•   Bloomberg: China’s Digital Yuan Is Key Risk for Euro, ECB’s Villeroy Says

•   Bloomberg: Indonesia to Enforce Stricter Curbs to Halt Spike in Covid

•   Bloomberg: Where Wealth Is Growing Fastest: North America Beats Asia-Pacific in Ranking

•   Bloomberg: Half of Australia’s Population in Lockdown as Delta Spreads

•   Bloomberg: India Budget Deficit Seen Widening on Virus Relief Measures

•   Bloomberg: Bank of Japan Cuts Some Bond Purchase Targets Over Next Quarter

•   Bloomberg: Mexico’s Drought Is So Severe It Helped Banxico Turn Hawkish

•   Bloomberg: Beware of ‘ESG Bubble,’ Says Ex-Chair of World’s Biggest Pension

•   Bloomberg: India Sees Return to Normal Oil Demand by Year-End

•   Bloomberg: How China Is Trying to Fight Back Against Sanctions

•   Bloomberg: Delta Variant May Spark ‘Catastrophic’ Wave in Kenya in Weeks

•   Bloomberg: Johannesburg Vulnerable Due to Low Earlier Virus Infections

•   Bloomberg: In Worst-Hit African Nation, Virus Shots Halt and Hospitals Fill

•   Bloomberg: EU Bond Demand at $155 Billion, Topping Sale Amount by Eightfold

•   Bloomberg: Deadly Delta Variant Spells More Losses for Emerging Asia Assets

•   Bloomberg: Commodity Traders Harvest Billions While Prices Rise for Everyone Else

•   Bloomberg: Strike at Vale’s Sudbury Operation Strains Battery Nickel Supply

•   Bloomberg: Toyota, Nissan Global Sales Soar on U.S. Demand, Output Stutters

•   Bloomberg: Global Green Bond Boom Is Getting Help From Korean Borrowers

•   Bloomberg: Why Methane Is Climate’s Low-Hanging Invisible Fruit: QuickTake

•   Bloomberg: Power Grids Getting Fried by Heat in Preview of What’s to Come

•   Bloomberg: Biden Says Northwest ‘Heat Dome’ Shows Need for Resilient Grid

•   Bloomberg: The Heat Dome Boiling Northwest U.S. Already Has Clear Climate Link

•   Bloomberg: What’s a Heat Dome? Are We in for More of Them?

•   Bloomberg: How Last Century’s Oil Wells Are Messing With Texas Right Now

•   Reuters: Uneven global recovery creates 'daunting challenges' for policymakers, BIS says

※   BIS: Annual Report 2020/21

•   Reuters: Stung by pandemic, G20 foreign ministers urge greater cooperation

•   Reuters: Russia's Sputnik V shot around 90% effective against Delta variant, developers say

•   Reuters: Heart inflammation after COVID-19 shots higher than expected in study of U.S. military

•   Reuters: COVID-19 Delta variant gaining traction in France -minister

•   Reuters: Spain will relaunch talks with Catalan separatist govt in September

•   Reuters: Italy's 5-Star in turmoil as founder lambasts former PM Conte

•   Reuters: Germany and Chile sign accord to boost hydrogen cooperation

•   Reuters: Xi stresses loyalty as Chinese Communist Party prepares for 100th anniversary

•   Reuters: Japan minister says necessary to 'wake up' to protect Taiwan

•   Reuters: China says Japanese official calling Taiwan a 'country' is serious violation

•   Reuters: Russia to miss 60% autumn vaccination target, registers record virus death toll

•   Reuters: J&J explores ways to speed up delivery of its COVID-19 vaccine in India

•   Reuters: Japan's ruling party to propose that corporate vaccinations use AstraZeneca -Jiji

•   Reuters: Myanmar judge denies motion to dismiss evidence against Suu Kyi, lawyer says

•   Reuters: Brazil unveils emergency power measures

•   Reuters: China's CanSino cuts ties with Brazil firm, halting vaccine licensing

•   Reuters: China initiates WTO dispute against Australian duties

•   Reuters: OPEC bullish on oil market recovery; virus variants pose risk

•   Reuters: Steel sector may be saddled with up to $70 bln stranded assets -report

•   Reuters: Electric car sales surge as Europe's climate targets bite

•   Reuters: U.S., European suppliers scramble to secure Christmas goods as cargo delays worsen

•   Reuters: EU airlines, airports warn digital COVID-19 certificate roll-out risks chaos

•   Reuters: Exclusive: White House order pushes antitrust enforcement throughout U.S. economy

•   Reuters: EU extends investigation into Samsung's EV battery plant in Hungary

•   Reuters: Explainer: Are Chinese COVID-19 shots effective against the Delta variant?

•   Reuters: Analysis: China's bitcoin crackdown sparks fears of dirtier cryptomining

•   AP: Nearly all COVID deaths in US are now among unvaccinated

•   AP: Brazil's Bolsonaro under fire after vaccine deal allegations

•   AP: World Bank raises China growth outlook to 8.5%

※   World Bank: China Economic Update - June 2021

•   CNN: America's economy is booming, but Republicans are miserable

•   CNN: Big Tech is booming again, and the bull run appears to be far from over

•   CNBC: Key indicator shows we are past peak inflation fear, supporting the rally

•   CNBC: Veteran investor David Roche says the market bubble will ‘come to an end’

•   CNBC: Rising producer prices in China won’t likely drive up consumer costs, says JPMorgan

•   CNBC: China economy: Charts show how much debt has grown

•   CNBC: When will ECB scale back coronavirus stimulus PEPP

•   CNBC: India's new loan guarantees may have limited impact on the Covid-hit economy

•   CNBC: Coldwell Banker CEO says investors snatching up homes is not a driving force in hot housing market

•   CNBC: The U.S. is falling further behind China and Europe in EV production

•   CNBC: After Wisconsin’s Foxconn debacle, states and companies rethink giant subsidies

•   MarketWatch: What the 10-year Treasury rate’s dip below 1.5% may be saying about inflation

•   Fox Business: Hiring bonuses luring unemployed Americans back to work as extra benefits end

•   SCMP: China-Australia relations: US coal continues to fill void left by ban on Australian exports, Canberra report says

•   SCMP: China digital currency: e-yuan launch would be ‘hard to ignore’, ex-top Japanese financial regulator says

•   Nikkei Asia: Japan Inc steps up effort to meet shareholders virtually

•   Nikkei Asia: The lives of the party: The Chinese Communist Party turns 100

•   Economic Times: India to be the second fastest growing economy after China this year

•   Economic Times: RBI in a bind amid weak growth, surging inflation; may not hike rates till Q1 FY23: Report

•   Economic Times: Soaring pump prices a threat to India's recovery and inflation

•   Economic Times: Fiscal impact of fresh stimulus package under 1% of GDP: Experts

•   Economic Times: What to do for economic revival after April-June

•   Economic Times: Credit growth to industry remained in negative zone during 2020-21: RBI

•   For Construction Pros: How Democrats Could Use Reconciliation to Pass Infrastructure Bill

•   DIGITIMES: TSMC likely to post record June revenue

•   DIGITIMES: Global DRAM revenue surges 30% in 1Q21, says Counterpoint Research

•   DIGITIMES: LCD panel prices to rise at slower pace in July

•   Robotics & Automation News: 4 Ways to Implement Industrial Automation

•   Robotics Tomorrow: Robots in the Food Service Industry

•   매경(P1): "하위 80% 재난지원금…1인 25만~30만원"…지급시기는

•   매경(P1): GTX-D 강남 안가고 김포~용산 직접연결

•   매경: "격리없이 한국 가자"…뉴욕서만 하루 1000건 신청

•   매경: '9억이하 1주택 재산세 완화' 본회의 통과

•   매경: 반도체 배터리 강자 한국…'미지의 땅' 양자생태계 주도권 잡을까

•   매경: 친환경선박 기술에 2500억 투입…해상 온실가스 확 줄인다

•   매경: "스마트폰 올레드 사상 최고 매출 찍었다"…삼성디스플레이 1분기 점유율 80%대

•   매경: 모래알만큼 작은데 전기차 스마트폰 필수품…삼성전기, 최고용량 MLCC 개발

•   매경: 현대차그룹, GBC 현장에 로봇개 배치한다

•   매경: "내달부터 대출 완화!"…집값 폭등에 무주택자 '그림의 떡'

•   매경: LG화학, 글로벌 그린본드 1조 발행

•   한경(P1): 코로나 직격탄 맞은 中企…가업상속공제 '그림의 떡'

•   한경: 韓, 상속세 최고세율 60%…OECD 평균의 두배

•   한경: "회사 장남에게 물려주면 수백억 내야 할 판"…창업주의 고민

•   한경: "한국 떠나고 싶다"…2세 경영자들의 '속앓이' 이유가

•   한경: 올해 정부 지출 600조 넘는다…예상보다 2년이나 빨라져

•   한경: 삼성, 구글OS 품은 '갤워치4' 공개…스마트폰과 한 몸처럼 연동

•   한경: "올해 기술 키워드는 풀 디지털 전환·초협력·메타버스"

•   한경: KDI "기준금리 인상 신중해야"

※   한국경제연구원: 인플레 진단 엇갈려, 통화정책 전환은 신중히 추진

•   한경: '선박금융 30억달러·해운 매출 70조' 닻 올린다

•   한경: 美·日, 반도체 R&D에 돈 쏟아붓는데…한국은 신규 지원 '0'

•   한경: 지수 편입이 악재?…공매도 타깃 된 코스피200

•   한경: 경북 '집합금지 해제 실험', 민생경제 숨통 틔웠다

•   한경: '월성 원전 조작 의혹' 檢 수심위 열리나

•   서경(P1): 중대재해법 보완도 경영계 '패싱'

•   서경: 사고 책임 불분명 '잠재적 범죄자' 내몰려···경영계 "이제 기댈 건 로펌뿐"

•   서경: 산업 재해 감독 고삐 죄는 고용부···'중대재해법 전담' 산안본부 신설

•   서경: 주52시간 후폭풍···농가 일손도 비상

•   서경(P1): [인플레시대 투자전략] "리츠·성장株 분산 투자를···하반기 코스피 3,500선 넘을 것"

•   서경: "찬바람 불면 늦어, 배당주 여름부터 모아가라"···"빅테크·플랫폼주도 유망"

•   서경: 원유·베트남 내달리고, 귀금속·중국은 빌빌

•   서경: "정부 재정 지출 확대·高유가가 인플레 유발"

•   서경(P1): [시그널] '2.3조 베팅' 중흥건설, 대우건설 인수 유력

•   서경: "장중 대량매매도 증여세 과세 필요"

•   서경: 외부인재 수혈 한화, 반도체 덩치 키운다

•   서경: "징벌적 규제 늘어 성인 3분의1 전과자 될 판"

•   서경: 이 와중에 정년연장 요구···車업계 덮친 '하투 먹구름'

•   서경: "이통사 아니어도 5G 특화망 운영 된다"···28GHz 활성화에 당근 내민 정부

•   서경: 실적 기대치 '쑥' 주가는 '빌빌'···삼성전자 '미스터리'

•   서경: 가계약하고 잔금은 7월···대출완화 외곽 집값 또 자극?

•   조선(P1): “반도체·BTS 보유한 한국, 북한에 매달리는 건 낭비”

•   조선: “중국은 약한 모습 보일수록 더 많은 걸 요구… 한미 단일대오 갖춰야”

•   조선: 여긴 강성노조 없다, 美선벨트 몰려든 글로벌 전기차

•   조선: 두번 접는 폴더블폰도 나온다, 스마트폰 대화면 시대

•   조선비즈: [하반기 증시전망]③ 천스닥 시대 안착… 반도체 낙수효과 기대

•   조선비즈: 화이자 백신 65만회분 인천공항 도착…상반기 700만회분 도입 완료

•   문화: 서울·인천 식당 등 18만곳 집중단속… 선별진료소 9시까지 연장

※   복지부: 수도권 환자 증가에 따른 수도권 특별방역대책 추진

•   국민: 제조업체 절반 “원자재·물류비 상승분 제품가에 반영”

※   한국은행: 「지역경제보고서」(2021년 6월)

•   경향(P1): “AI 배차 지시대로 배달 가면 이동 거리 늘고 건수는 줄어”

•   경향: “한국과 베트남에서도 100% 재생에너지로…삼성전자 더 노력해야”

•   머니투데이(P1): 닻올린 'mRNA 연합군', "내년엔 화이자·모더나 넘는다"

•   더벨: ESG채권 폭발적 성장, 조달자금 사용처 검증 '깜깜이'

•   더벨: 해외발행 ESG 채권, 한국물 '디스카운트 빌미'

•   헤럴드경제(P1): 강남 개발이익, 70~80% 서울 전역 쓴다

•   헤럴드경제: 하반기 수도권 집값 역대급 상승 오나

•   파이낸셜뉴스(P1): 파느니 물려준다.. 증여 1위는 건물

•   파이낸셜뉴스: 국내주식 비중 한도 늘린 연기금… 매도압박 줄어들었다

•   아시아경제: 청년 취업자中 단순노무직 비율 10%…고임금직은 경력이 차지

•   아시아경제: 사무직 취업 못해도…청년들, 산단 안간다

•   디지털타임스(P1): 찬성 11표 vs 반대 15표... 최저임금 차등적용 `부결`

•   디지털타임스(P1): 4일 더 쉰다…대체공휴일법 국회 본회의 통과

•   디지털타임스: 고덕 연료전지 발전소 착공... 서울도심서 친환경에너지 생산

•   이데일리(P1): [기지개 켜는 일상①] 해외여행 가고, 놀이동산 문열고…일상이 돌아온다

•   연합: 오늘 800명 안팎…수도권 확산세 속 내일부터 새 거리두기 시행

•   연합: 산업부 에너지 차관 신설 법안 국회 통과…에너지 전환 탄력

•   연합: "국내 건설 수주 올해 역대 최대인 203조5천억원 전망"

•   뉴시스: 한수원, '8조 잭팟' 체코 원전사업 수주전략회의 개최

•   e대한경제: ICT 신기술 빅뱅, 재택문화 확산, 요동치는 재계 서열

•   e대한경제: 박정원號 두산, 부활 날갯짓…재무 개선·신사업 기대 UP

•   더구루: [단독] '국내 최대' 한림해상풍력단지 내년 착공

•   충청투데이: 대우컨소 vs 두산건설… 성남3구역 시공권 맞대결

•   에너지경제: ['과속의 덫' 걸린 태양광 산업] 정부 속도전에 부작용 속출…"홀로 설 수 있는 밸류체인 갖춰야"

•   에너지경제: ['과속의 덫' 걸린 태양광산업] 장기 공급 계약 못하면 못 버티는 구조…씨 말라가는 REC 현물시장 위기

•   에너지경제: 전기차 충전료 내달부터 인상···車업계 "시기상조" 반발

•   디지털데일리: 쑥쑥 크는 태블릿…애플 '고급형' vs 삼성전자 '다양화' 경쟁

[Opinions]

•   Project Syndicate(Seth Berkley): The Added Value of Vaccination

•   Project Syndicate(이종화): South Korea’s Health-Centered Development Model

•   Project Syndicate(Harold James): A Little Geopolitics Is a Dangerous Thing

•   FT(Editorial Board): France’s conservatives prise open the presidential race

•   FT(Martin Wolf): Monetary policy is not the solution to inequality

•   FT(Janan Ganesh): The US will prefer a China contest to the forever wars

•   FT(David Gardner): Iran’s hardliners disregard voters at their peril

•   FT(Sarah O'Connor): Long live the (reconfigured) office

•   FT(Robert Armstrong): The Fed should worry about housing

•   FT(Kathrin Hille): Taiwan’s unity cracks under Chinese disinformation onslaught

•   FT(Tom Mitchell): China’s handling of nuclear plant leak shows need for transparency

•   FT(반기문): US should back a new approach to the Israeli-Palestinian conflict

•   WSJ(Editorial Board): It’s the Entitlements, Stupid

•   WSJ(William A. Galston): Biden Tries to Save the Infrastructure Bill

•   WP(Marc A. Thiessen): Biden’s fake infrastructure ‘compromise’ has thrown Democrats into disarray

•   WP(Vance Serchuk): Bipartisan support for taking on China goes only so far

•   Bloomberg(John Authers): Markets Are So Good Investors Are Asking What Can Go Wrong

•   Bloomberg(Shuli Ren): Billionaires Wish They Could Buy Invites to China's Big Communist Birthday Bash

•   CNN(Mark Zandi): Housing demand is about to weaken. Here's why

•   한경(박주헌): 뒤죽박죽 탄소중립 시나리오

•   조선(사설): 원전 조작 기소에 제동 건 김오수, 정권 불법 뭉개기 시작