Business Intelligence Monitor 210603

(Introduction)

[Markets]

•   Global: Global equities edge higher on hopes of U.S. jobs data

•   US: You May Own AMC Stock After Its 2,850% Gain and Not Even Know It

•   Metals: Copper dips on strong dollar and low Chinese demand

•   Grains: Corn futures drop on crop ratings; soy rises, wheat mixed

•   DRAM: Dogecoin Price Jumps on Coinbase Debut Prospect

•   한국: 코스피, 나흘째 상승 3,224 마감…개인·외국인 순매수

•   한국: 여행재개 부푼 꿈 안고…항공株 날았다

•   한국: 카카오 시총, 네이버 위협…"격차 3조원 불과"

•   한국: '묻지마 투자'의 최후?…상한가 달리던 스팩 무더기 급락

•   한국: 두산그룹주 강세, 두산중공업 11%대 두산인프라코어 9%대 뛰어

•   한국: 두산重 '탈원전 직격탄' 설움 딛고 시총 10조 초읽기

[Indicators]

•   OECD Apr. CPI: Inflation in Rich Countries Hit a 12-Year High in April

•   US Weekly Mortgage rates·applications: Housing boom may be cooling as weekly mortgage demand drops again

•   Eurozone Apr. PPI: Euro zone producer prices rise more than expected in April

•   UK Apr. Mortgage approvals : UK mortgage lending falls back after ‘frenzied rush’

•   India May Balance of trade: trade deficit: India's trade deficit jumps 74.69% YoY to $6.32 billion in May: Govt data

•   Australia Q1 GDP: Australia joins exclusive club as economy surpasses pre-Covid peak

•   한국 1분기 예금 취급 기관 산업별 대출금: 빚으로 버티는 자영업자···은행대출 첫 400조 돌파

•   한국 3월 은행 부실 채권 현황: 은행 부실채권 비율 또 역대 최저...'코로나 유예' 끝나면 폭탄 터지나

•   한국 5월 CPI: 소비자물가 2.6%↑, 9년1개월만에 최고…석유류 23% 급등

•   한국 5월 외환보유액: 외환보유액 4천565억달러…또 역대 '최대'

[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

•   CNBC: Covid-19 cases, deaths, and vaccinations

•   FT: Pandemic crisis: Global economic impact tracke

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: The Economic Recovery Is Here. It’s Unlike Anything You’ve Seen.

•   WSJ: U.S. Economic Activity Picked Up in Spring, Fed Beige Book Says

※   Fed: Beige Book - June 2, 2021

•   WSJ: Fed’s Harker: It May Soon Be Time to Think About Tapering Bond-Buying

•   WSJ: Fed Plans to Sell $13.7 Billion of Corporate Bonds, ETFs by Year-End

•   WSJ: Investors’ Inflation Bet Loses Some Steam

•   WSJ: Janet Yellen and China’s Liu He Speak by Video Call

•   WSJ: A Rising Yuan Sets the Stage for More China-U.S. Currency Friction

•   WSJ: U.S. to Levy Tariffs Over Digital-Service Tax, but Suspend Implementation

•   WSJ: Developed Countries Lock Up Covid-19 Vaccines Through 2023

•   WSJ: Bahrain, Facing a Covid Surge, Starts Giving Pfizer Boosters to Recipients of Chinese Vaccine

•   WSJ: Latin America Leads Revolt Against Free-Market Growth Model

•   WSJ: Netanyahu Rivals Agree to Form New Government, to Oust Israeli Leader

•   WSJ: Who Is Expected to Succeed Benjamin Netanyahu as Israel’s Prime Minister

•   WSJ: Meat Supplies Tighten as Cyberattack on JBS Snarls Food Chain

•   WSJ: Activist Likely to Gain Third Seat on Exxon Board

•   WSJ: CEO Pay Increasingly Tied to Diversity Goals

•   WSJ: Real-Estate Sales Are Booming. The Rental Market Is Following Suit.

•   WSJ: Traveling to Europe? Here’s What’s Open to U.S. Tourists

•   NYT: A Return to Normal? Not for Countries With Covid Surges and Few Vaccines.

•   NYT: Stimulus Checks Substantially Reduced Hardship, Study Shows

•   NYT: Trump shuts down his blog, frustrated by its low readership.

•   NYT: Yellen Aims to Win Support for Global Tax Deal

•   NYT: Vietnam Faces a Wave of Covid Cases and a Troubling New Variant

•   FT: Why central bankers no longer agree how to handle inflation

•   FT: ILO warns of pandemic’s lasting damage to global labour market

※   ILO: Slow jobs recovery and increased inequality risk long-term COVID-19 scarring

•   FT: G7 criticised for Covid bailouts with no ‘green strings’ attached

•   FT: Deal near on forcing companies to disclose climate risks, says central bank chief

•   FT: EU inches towards more corporate tax transparency

•   FT: Germany’s Greens lose their lustre as election heats up

•   FT: Boris Johnson upbeat but cautious over June 21 reopening in England

•   FT: UK looks to seal Australia trade deal after G7

•   FT: A tough road ahead for US on forced labour

•   FT: Global investors bet that India’s brutal Covid-19 wave has peaked

•   FT: Russian elite hope Biden summit will boost foreign ties

•   FT: China’s economic boom leaves manufacturing hubs short of power

•   FT: China-backed AIIB leaves door open to lending to Myanmar’s junta

•   FT: US money market funds struggle as short-term rates near negative territory

•   FT: ‘Game over’: Investors hunt for new model after years of broad gains

•   FT: SEC to avoid enforcement of Trump-era proxy adviser rules

•   FT: Trafigura warned Credit Suisse over Gupta invoice last year

•   FT: US airlines divided over strength of summer travel rebound

•   Bloomberg: Biden to Amend Trump’s China Blacklist, Target Key Industries

•   Bloomberg: Lab Leak Theory’s Revival Risks Making U.S.-China Relations Worse

•   Bloomberg: Biden Meeting with GOP’s Capito Yields No Infrastructure Deal

•   Bloomberg: Schumer’s Infrastructure Path May Get Trickier After Ruling

•   Bloomberg: Biden Targets a Tax Break That Helped Trump Build His Fortune

•   Bloomberg: Biden Targets Crypto Tax Evaders in Global Data-Sharing Pitch

•   Bloomberg: Employment Disparities Between Young and Old Widened During Pandemic

•   Bloomberg: Why It Makes Sense to Look at Inflation Without the Hot Stuff

•   Bloomberg: Luxury Home Sales Soar as U.S. Recovery Favors Wealthy Buyers

•   Bloomberg: U.S. Eviction Moratorium Will Stay in Place, Appeals Court Says

•   Bloomberg: Biden Pivots Vaccine Drive to Grassroots to Reach 70% of Public

•   Bloomberg: Governments Can Keep Fiscal Stimulus Flowing, EU Commission Says

•   Bloomberg: Europeans Are in for a Costly Summer as Prices Test Central Bankers’ Resolve

•   Bloomberg: ECB Could Tilt Asset Purchases on Climate Risks, Weidmann Says

•   Bloomberg: German Far-Right Party Targets ECB Before Key Regional Election

•   Bloomberg: ECB Says Lack of Official Digital Currency Risks Loss of Control

•   Bloomberg: Traders Pricing ECB Rate Hikes Clash With Dim Inflation Outlook

•   Bloomberg: U.K. to Begin Process to Join Trans-Pacific Trade Partnership

•   Bloomberg: India, U.K. Eye Interim Pact to Help Clinch Major Trade Deal

•   Bloomberg: Japan Leads Pledges of $2.4 Billion to Bridge Covax Funding Gap

•   Bloomberg: China May Have Most to Lose From Prolonged JBS Meat Shutdown

•   Bloomberg: Iran Nuclear Deal Elusive as Big Powers Adjourn Until Next Week

•   Bloomberg: Iranian Poll Predicts Worst Turnout on Record in June Election

•   Bloomberg: Top Copper Nation ‘Pretty Confident’ of Tempering Tax Bill

•   Bloomberg: IMF Offers Bailout to Second African Nation in One Week

•   Bloomberg: South Africa’s Eskom Extends Power Cuts as More Plants Fail

•   Bloomberg: Africa Monetary Policy Tighter Than it Seems, Standard Bank Says

•   Bloomberg: China Huarong Kept on Watch for Possible Downgrade by S&P

•   Bloomberg: A 50-Year Bond From Sweden Is About to Test Inflation Anxiety

•   Bloomberg: Iran Says Refinery Engulfed in Fire to Be Back Online Thursday

•   Bloomberg: Toyota Executive Says Higher EV Demand Could Prompt U.S. Output

•   Bloomberg: Musk Says Panic-Buying of Chips Is Like Rush on Toilet Paper

•   Bloomberg: China’s Solar Giants Say Industry Needs to Fight Cost Inflation

•   Bloomberg: Maersk Seeks $150-a-Ton Carbon Tax on Shipping Fuel

•   Bloomberg: Aramco Said to Plan Bond Sale to Help Fund $75 Billion Dividend

•   Bloomberg: Nvidia CEO Says Confident of Getting Regulators OK for Arm Deal

•   Bloomberg: Big Oil’s Green-Spending Boost Isn’t Enough, IEA Says

•   Bloomberg: Payouts Plunge on Biggest U.S. Power Grid, Squeezing Generators

•   Bloomberg: Fund Managers in World’s Greenest Market Struggle With ESG Rules

•   Bloomberg: EU Targets $1 Billion for Clean Technology in Pact with Gates

•   Bloomberg: Orsted Seeks Green Supermajor Role With $57 Billion Plan

•   Bloomberg: Wall Street’s Favorite Climate Solution Is Mired in Disagreements

•   Bloomberg: Microsoft to Unveil New Windows June 24, Likely for Fall Debut

•   Reuters: Bill Gates' next generation nuclear reactor to be built in Wyoming

•   Reuters: Russia's CoviVac more than 80% effective against COVID-19 -Ifax

•   Reuters: AstraZeneca says working with governments to boost COVAX donations

•   Reuters: EXCLUSIVE Germany to speed up wind and solar energy expansion - draft

•   Reuters: Germany to build up reserve vaccine capacity to fight future pandemics

•   Reuters: Britain seeks extra AstraZeneca shots to combat Beta COVID-19 variant

•   Reuters: Brazil's energy crisis affecting inflation, cenbank chief says

•   Reuters: Japan may see inflation perk up in post-COVID era, says BOJ board member

•   Reuters: Sinopharm can provide more than 1 bln COVID-19 shots beyond China in second half of year

•   Reuters: As COVID-19 cases edge up, Taiwan unveils mass vaccination plan

•   Reuters: CanSinoBIO's inhalation COVID-19 shot in mid-stage trial, says CEO

•   Reuters: CO2 emissions from coal shipping stay strong in 2020 as green pressures grow

•   Reuters: Analysis: Linker bonds: inflation-proof or inflated expectations?

•   AP: Vaccine protection may diminish need for yearly boosters

•   CNN: Chamber of Commerce: Worker shortage can't be solved without ramping up immigration

•   CNBC: It could be a hot summer ahead for oil prices

•   CNBC: Delta Covid variant first found in India spreads to 62 nations, WHO says

•   CNBC: U.S. inflation is transitory but could become more persistent, says ex-Fed official Dudley

•   CNBC: India will likely see double-digit growth this quarter, but economists warn it’s not the full picture

•   CNBC: Siemens Mobility to work on hydrogen tech for trains after signing agreement

•   MarketWatch: Why China is trying to put the brakes on a rising yuan

•   Fox Business: Half of all US states to terminate Biden-backed COVID-19 unemployment benefits early

•   Politico: Iranian Navy ships could reach the Atlantic by Thursday

•   SCMP: Japan likely to defend Taiwan if Beijing makes moves, former US national security official Matt Pottinger says

•   SCMP: What next for Chinese coronavirus vaccines after WHO approves first two products?

•   Caixin: South China Covid-19 Outbreak Cancels Flights, Slows Seaborne Freight Handling

•   Caixin: Energy Insider: China Tightens Environmental Scrutiny of Polluting Projects; World’s Second-Largest Hydropower Station Closer to Completion - Caixin Global

•   Nikkei Asia: Japan Inc enlisted to help convert carbon dioxide into methane

•   Nikkei Asia: Nissan to rethink supply chain forecasts after chip crunch

•   Nikkei Asia: Toyota asks main suppliers to cut CO2 emissions by 3% this year

•   Nikkei Asia: Japan puts all chips on the table to lure semiconductor makers

•   Nikkei Asia: China begins TPP groundwork as UK moves closer to entry

•   Nikkei Asia: Philippine central bank open to more easing despite record-low rates

•   Japan Times: Decarbonization drive creates supply chain challenges for corporate Japan

•   Mint: Lockdowns hit large and small state economies alike, Gujarat shows best progress

•   MINING.com: 120 year chart shows copper price supercycle only starting - MINING.COM

•   Construction Equipment: Commercial Contractor Confidence Up: Report

•   For Construction Pros: Where Does Biden's Infrastructure Bill Stand?

•   DIGITIMES: Over 50% of next-gen iPhones to support 5G mmWave technology

•   MIT News: 3D printing tiny parts for big impact

•   MIT News: Accelerating AI at the speed of light

•   Robotics & Automation News: Watch Now: How Robots Won the Digital Transformation Dance at Boston Dynamics

•   Robotics Tomorrow: Smart Floating Arms

•   Robot Report: Breakthrough robotics empowering distribution centers

•   Dronelife: DJI Drones Cleared by Department of Defense Audit

•   매경(P1): 이재용 사면 건의에…文대통령 "고충 이해한다"

•   매경(P1): 文정부 들어 정규직 전환 20만명

•   매경: [단독] 기존산업-플랫폼 또 붙었다…이번엔 '강남언니'

•   매경: 거래소 '셀프 발행' 코인들…소멸의 시간 9월말이 다가온다

•   매경: 與 '설익은' 부동산 공급대책 또 내놓나

•   매경: 한국, 국민 세부담 상승률 OECD 1위…5년새 3.7%P 급증

•   매경: '나무 300만그루 효과' 낸 한화큐셀…저탄소 공정서 답 찾았다

•   매경: 신한금융의 실험…"임원평가에 ESG 실적 반영"

•   매경: "우리 회사는?"…삼성 LG 이어 현대차도 '백신휴가' 간다

•   매경: 정부 "19일 이후 남는 백신 60세 이상만 배정"

•   매경: [단독] "가상자산 손놓고 있을순 없다"…여의도 증권가도 연구 착수

•   매경: [단독] SK에코플랜트, DDS 산다…한달새 폐기물社 4곳 인수

•   한경(P1): "재개발·재건축 걸림돌 표준건축비 올려달라"

•   한경(P1): "메타버스에 투자하라"

•   한경: "스마트폰 잇는 새 금맥, 돈 된다"…투자업계 흥분시킨 산업

•   한경: 수백% '급등버스' 올라타라?…"실체 없는 테마주 경계"

•   한경: 속속 깃발 올리는 '메타버스 동맹'

•   한경: 문 대통령 "내 전용차도 관용차도 수소차…홍보대사 역할하죠"

•   한경: 이종화 교수 "2차추경, 경기효과 분석 없이 규모에만 관심"

•   한경: "20년 뒤엔 이자 갚으려 또 나랏빚…한국형 재정준칙 더 엄격해져야"

•   한경: 정부, 34조원 민간보조·공공출연사업 손본다

•   한경: 전국민 재난지원금 서두르는 與…"이르면 휴가철 지역화폐로 지급"

•   한경: [단독] 등록금만 바라보는데…서강·중앙·외대, 위기 닥친다

•   한경: "최저임금 9000원으로 올리면 내년 일자리 13만개 사라져"

•   한경: 연봉 1억 '신의 직장' 한은서 2030 직원들 줄퇴사 왜?

•   한경: "온실가스 감축목표 상향 결정에 국민 대표 500명 참여"

•   한경: 덩치 키우고 신기술 접목…LG전자 해외 사업장 '대변신'

•   한경: 러시아 '코비박' 백신, 한국서 위탁생산 유력

•   한경: "韓 증시, 3분기 고점 찍고 박스권 갇힐 것"

•   한경: 대구시가 들여오려던 6000만 회분 백신…결국 무산된 이유

•   서경(P1): 강남 대단지도 '매물 0' ···출구 안보이는 전세대란

•   서경: 강북 1,278가구도 '0건'···전세 실종에 보름새 30억→34억

•   서경: 강북 20평대도 평균 9억 육박···대출로 집사기 더 힘들어진다

•   서경: [시그널] LG엔솔 드디어 출격···이달 상장심사 받는다

•   서경: [시그널] IPO로 상반기만 6.5조···‘2010년 10조’ 역대기록 깬다

•   서경: [투자의 창]수익·환경 '두토끼' 잡는 그린본드

•   서경: 민간 재개발·재건축서 공급 해법 찾는 정부···규제 풀까

•   조선: 野가 빨리 하자는 ‘소상공인 손실 보상법’ 넉달 표류

•   조선: 美 “한미일 정상회담, 빠른 시일 내 미국서 갖자”

•   조선: 서울 도심 역세권 개발 용적률 400%→700%

•   조선: 정부 “가상화폐 상장 규제하면 살아남는 김치코인 없을 것”

•   조선: 친환경 탈을 쓴 기업… ‘그린워싱’에 속지 마세요

•   조선: 엔비디아 창업자 “코인 안 없어진다, 채굴 전용 칩 만들었다”

•   조선: 한달간 공매도 쏟아진 삼성전자 1.1%↓… HMM은 되레 21% 올라

•   조선비즈: 새 먹거리로 떠오른 태블릿용 OLED…삼성은 올해, 애플은 내년 본격 탑재

•   중앙: [Data & Now] 애플 2280조원 시총 세계 1위, 삼성 480조 15위

•   중앙: 무주택자 대출 늘린다더니, 고소득자만 유리?

•   중앙: 이제와서 ‘탈원전’과 거리두는 與…‘탈원전'대신 '탄소중립’?

•   중앙: “삼성 갤럭시Z 폴드3, 8월 출시 목표로 생산 돌입”

•   동아(P1): 중노위 “CJ대한통운, 택배노조 교섭 응해야”… ‘원청 기업 - 하청 근로자 직접교섭’ 인정 파장

•   동아: 테슬라에서 하차하는 서학개미들… 5월 순매수, 1년만에 최저

•   동아: 文정부 들어 서울 아파트값 3.3m²당 2000만원 올라

•   문화: ‘물가상승 일시적 현상 아닐 수도’… 韓銀, 물가분석에 미세한 변화

•   문화: “고용지원금 끊기면 77만명 실업”… 한경연 “올해 말까지 연장해달라”

•   국민(P1): 영·독·캐나다 백신 부작용 비교해보니… AZ>화이자 순

•   세계(P1): "전직 차관급 기관장부터 실무 직원들까지 내부정보 활용"…부동산 투기 20명 구속, 908억 몰수·추징

•   머니투데이(P1): 대선 앞두고 30조 푼다는 여당, 나랏빚 '상한선'도 포기?

•   머니투데이: 청정수소, 반값에 만든다…英·獨 등 18개국과 R&D 동맹

※   산업부: ｢제2기 미션 이노베이션(MI 2.0)｣ 출범

•   헤럴드경제(P1): 삼성 ‘차세대 기업 서버용 SSD’ 출시

•   헤럴드경제: 하반기 수도권서 3만200가구 나온다

•   파이낸셜뉴스: MWC에 100억 날릴 판인데 말 한마디 못하고 속앓는 中企

•   파이낸셜뉴스: 금리인상 시그널에… 채권 대차잔액 한달새 4조5000억 늘었다

•   파이낸셜뉴스: 르노삼성, 한달만에 정상화… ‘XM3’ 수출회복 기대

•   파이낸셜뉴스: 수소 저장·운송 기술 경쟁 ‘후끈’

•   파이낸셜뉴스: 네이버·카카오 이어 은행들도… 디지털화폐 채비

•   이데일리: "베트남에 인도까지"…전자업계, 코로나發 공장 셧다운 우려 고조

•   연합: 오늘 700명 안팎…직장·학교·백화점 고리로 '일상감염' 지속

•   이투데이: 두산밥캣ㆍ산업차량BG, 인재 확보ㆍ신제품으로 역량 강화

•   에너지경제: [단독] 삼성, LG에 이어 ESS 가동 허용 기준 잇단 원상복귀…"그래도 안전할까" 우려도

•   에너지경제: 태양광 사업자, RPS 입찰결과 공개범위 불만…입찰가격 비교분석 카페도 등장

•   전자신문(P1): 파운드리 가격 '최대 50%' 폭등...반도체 공급난 '악순환'

•   ZDNet Korea: 28GHz 대역 5G 투자 새 해법 나올까

•   디지털데일리: "장비 발주 후 잠적"…中 디스플레이에 뒤통수 맞은 韓

[Opinions]

•   Project Syndicate(J. Bradford DeLong): Xi’s Historic Mistake

•   Project Syndicate(Bertrand Piccard): Waste Less, Earn More

•   Project Syndicate(Daron Acemoglu): CEOs Are the Problem

•   Project Syndicate(John B. Taylor): The Stimulus Didn’t Work, Again

•   Project Syndicate(Harold James): Good Inflation

•   FT(David Gardner): Benjamin Netanyahu is on the edge in Israel

•   FT(Wolfgang Schäuble): Europe’s social peace requires a return to fiscal discipline

•   FT(Amy Kazmin): How Modi’s fraught relationship with pandemic data has harmed India

•   FT(Lex): Climate change: the heat is on for finance directors

•   WSJ(Editorial Board): Biden’s Budget Signal to the Fed

•   WSJ(Editorial Board): The Progressive Infrastructure Blacklist

•   WSJ(Editorial Board): A Future of Secular Stagnation

•   WSJ(Editorial Board): All the WHO’s Dictators

•   WSJ(James Freeman): What Did Fauci Tell Trump About Wuhan?

•   NYT(Thomas L. Friedman): The ‘Mean Greens’ Are Forcing Exxon to Clean Up Its Act

•   NYT(Cole Stangler): France Is Becoming More Like America. It’s Terrible.

•   NYT(Rachel Silverman, Tahir Amin): Could Spilling Big Pharma’s Secrets Vaccinate the World?

•   NYT(Peter Hepburn): The End of the C.D.C. Eviction Moratorium Means Trouble

•   WP(Ashton Merck, Victoria Plutshack): Biden’s infrastructure success depends on implementation, not just ideas

•   WP(Leslie Root): Why we shouldn’t worry about falling birthrates

•   Bloomberg(Editorial Board): Covid Lab Leak Possibility Demands New Attention to Biosafety

•   Bloomberg(Daniel Moss): China May Be the Answer to Janet Yellen's 'Mystery'

•   Bloomberg(Mac Margolis): As Brazil's Dams Run Dry, It Needs More Than Green Energy to Thrive

•   Bloomberg(Brian Chappatta): How U.S. States Should Spend Their $350 Billion

•   Bloomberg(John Authers): China's Inflation Could Be the World's Problem

•   Bloomberg(Max Nisen): Pfizer Vaccine Possible Heart Risks Need Study, Not Panic

•   Bloomberg(Andrea Felsted): U.K. Reopening: Covid or Not, Brits Are Eager for a Summer of Fun

•   MarketWatch(Peter Morici): Biden’s tax policies would harm investment, jobs, and innovation

•   MarketWatch(Jurica Dujmovic): Bitcoin is greener than many — including Elon Musk — think it is

•   Nikkei Asia(Editorial Board): Countries need multifaceted approach to securing rare metals

•   매경(사설): 탈원전 손실 전기료로 보전, 국민에게 정책 실패 사과부터 해야

•   매경(서양원): 명분있는 회군 '탈탈원전'

•   서경(현정택): 돈 풀기 앞서 재정규율부터 지켜라

•   동아(이상훈): 과감한 인프라 투자 없이 탄소중립 미래는 없다

•   문화(사설): 국익 망치고 국민 부담 키우는 탈원전·한전공대의 罪責(죄책)

•   경향(조찬제): ‘넷제로’라는 신기루

•   헤럴드경제(구본혁): 탄소중립시대, 韓 ‘핵융합발전’ 실증 시급

•   헤럴드경제(홍길용): 대유행 이후의 경제...ESG보다 GSE