Business Intelligence Monitor 210608

(Introduction)

[Markets]

•   Global: MSCI'S ACWI ends at record, oil hits 2-year high

•   Peru: Peru Markets Tumble as Castillo Passes Fujimori in Runoff Count

•   Metals: Copper slips on worries about Chinese demand after trade data

•   Iron ore: Iron ore price down as Chinese imports fall

•   Grains: U.S. weather outlook boosts corn futures; soy, wheat mixed

•   한국: 코스피 또 지붕 뚫었다…한달만에 종가 최고치 경신

•   한국: 상한가 7개···원전株 ‘한풀이’

•   한국: 두산그룹주 강세, 두산중공업 27%대 오리콤 두산 16% 안팎 뛰어

[Indicators]

•   US Apr. Consumer credit: Consumer credit has third straight month of modest gains in April, led by auto lending

•   US Apr. Construction employment: Employment Slips By 20,000 In May

•   Eurozone Jun. Sentix Index : Euro zone investor morale rises to highest level since Feb 2018

•   Germany Apr. Factory orders: German Factory Orders Drop After Mounting Supply Shortages

•   UK May House prices: UK house prices rise by most since 2014 - Halifax

•   UK May Consumer sentiment: UK consumer sentiment rises to 5-year high as lockdown eases - YouGov

•   China May Balance of trade:China’s Trade Boom Continues in May on Strong Global Demand

•   Japan Apr. Coincident index: Japan's key economic index for April tops pre-pandemic level

•   한국 5월 고용행정통계: 고용보험 가입자 5월 44만명 늘어

[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: Commodity Price Surges Add to Inflation Fears

•   WSJ: U.S. to Launch Trade Talks With Taiwan

•   WSJ: Poor Countries to Urge G-7 Members to Share More Covid-19 Vaccines

•   WSJ: Logjams Are Keeping Much of $47 Billion in Federal Aid From Renters

•   WSJ: Built-to-Rent Suburbs Are Poised to Spread Across the U.S.

•   WSJ: U.S. Retrieves Millions Paid to Colonial Pipeline Hackers

•   WSJ: Afghan Soldiers Gird for Taliban to Attack Cities After the U.S. Leaves

•   WSJ: Options Traders Bet on Return of $100 Oil

•   WSJ: Google Settles Antitrust Case Over Advertising Practices

•   WSJ: Inside Credit Suisse’s $5.5 Billion Breakdown

•   WSJ: Bezos to Be on Blue Origin’s First Human Space Flight Next Month

•   WSJ: China’s Emerging Tech Firms Grapple With Losses

•   WSJ: Apple’s Tim Cook Kicks Off WWDC by Doubling Down on Privacy

•   WSJ: FDA Approves First Alzheimer’s Drug in Nearly Two Decades

•   NYT: Senate Poised to Pass Huge Industrial Policy Bill to Counter China

•   NYT: Rejecting Biden’s Win, Rising Republicans Attack Legitimacy of Elections

•   NYT: How the ‘Alpha’ Coronavirus Variant Became So Powerful

•   NYT: The U.S. South may see a Covid surge this summer as vaccination rates lag.

•   NYT: Offshore Wind Farms Show What Biden’s Climate Plan Is Up Against

•   NYT: Mexico President’s Grip on Congress Slips, Showing Limits of His Mandate

•   NYT: India will take over the vaccine program from states amid criticism over the handling of the outbreak.

•   WP: Scientists begin to unravel the mysteries of the coronavirus and brains

•   WP: Amazon is about to share your Internet connection with neighbors. Here’s how to turn it off.

•   FT: G7 moves to tap Amazon in new global corporate tax plan

•   FT: The transatlantic tension over vaccine patents and carbon tax

•   FT: Will Europe sign up to Joe Biden’s plan to counter China?

•   FT: German MPs criticise Scholz and Merkel over Wirecard

•   FT: Brussels awaits concrete action from Biden

•   FT: EU capitals hit back at UK over criticism of stance on N Ireland

•   FT: Brexit: Can the sticking points on Northern Ireland be resolved?

•   FT: Prospects for low-paid workers improve as UK economy reopens

•   FT: ‘Win a car in a raffle!’ Small US firms get creative in hunt for workers

•   FT: China’s import appetite raises prospects in US farm belt

•   FT: Abu Dhabi plans $6bn culture spending to diversify from oil

•   FT: Polarising poll in Peru fails to produce clear winner

•   FT: Retail investors keep buying the dip in ETFs

•   FT: Financial groups dash to raise short-term funding in US on the cheap

•   FT: Global investors pressure Asian utilities to cut emissions

•   FT: US and UK airline bosses call for transatlantic reopening

•   FT: SoftBank-backed Katerra files for bankruptcy

•   FT: Big Oil’s political clout wanes as governments embrace green energy

•   Bloomberg: Biden’s Minimum Foreign Tax a Tougher Sell in Congress After G-7

•   Bloomberg: Big Tech Watches Tide Turning on Taxes After Its Years of Plenty

•   Bloomberg: Global Tax Floor at 15% Is Significant Step, OECD’s Cormann Says

•   Bloomberg: Yellen Passes Deal-Making Test on Taxes, With Long Road Ahead

•   Bloomberg: Economist Who Said Inflation Was Dead Now Thinks It’s Alive

•   Bloomberg: Inflation Outlook: Economist Roger Bootle Sees Consumer Prices Surge After Covid

•   Bloomberg: Five Charts That Show How the U.S. Ran Out of Homes for Sale

•   Bloomberg: Biden’s Schmoozing of Congress Meets Harsh Reality of Washington

•   Bloomberg: Biden Will Have ‘Wind at His Back’ for Putin Summit, Aide Says

•   Bloomberg: Blinken Says Nord Stream 2’s Completion Is a ‘Fait Accompli’

•   Bloomberg: Europe’s Central Bank Can’t Match the Fed’s Jobs-for-All Push

•   Bloomberg: Modi Backtracks on India Vaccine Drive After Intense Criticism

•   Bloomberg: China Policies to Cut Uyghur Numbers by One-Third, Report Says

•   Bloomberg: China Faces Nationalist Anger Over U.S. Plane in Taiwan

•   Bloomberg: Russia Eyes Carrots and Sticks in Push to Ditch Dollar for Euro

•   Bloomberg: Bond ETFs With $1 Trillion Shrug as Fed Starts to Withdraw

•   Bloomberg: Blue-Chip Firms Ramp Up Debt Sales While the Going’s Still Good

•   Bloomberg: Yen Down 6% Against Dollar Sits Out Global Recovery Trade

•   Bloomberg: Wall Street Sees 61% of Workers Returning to Office by September

•   Bloomberg: CO₂ Reaches Its Highest Level in More Than 4 Million Years

•   Bloomberg: Power Prices Surge Amid Air-Conditioning Binge in U.S. Northeast

•   Bloomberg: Biggest Companies Plan to Reduce Emissons By Culling Suppliers

•   Bloomberg: China’s Hot Summer Is Latest Test of Its Carbon-Neutrality Drive

•   Bloomberg: When The Power Grid Runs Low, Your EV’s Battery Could Help

•   Bloomberg: Green Asset Ratio: Bankers Face a Dirty New Temptation on Derivatives

•   Reuters: J&J vaccine drive stalls out in U.S after safety pause

•   Reuters: Moderna seeks EU, Canada approval for COVID-19 vaccine's use in teens

•   Reuters: WHO's Tedros says COVID-19 vaccine inequity creates 'two-track pandemic'

•   Reuters: Asia's ESG bond issuances hit record $69 bln this year, no let-up seen

•   Reuters: OPEC chief, in upbeat oil outlook, sees oil stocks falling further

•   Reuters: EU wants to loosen state aid rules for renewable energy projects

•   Reuters: Analysis: Market for U.S. oil acreage booms along with crude price recovery

•   AP: US economy: Plenty of growth, not enough workers or supplies

•   AP: Automakers face a threat to EV sales: Slow charging times

•   CNN: Why electric cars are so much heavier than regular cars

•   CNBC: Chip shortage will pose a ‘daily challenge’ for next year, Commerce chief says

•   CNBC: Fed is in the early stages of campaign to prepare markets for tapering purchases

•   CNBC: These charts show the highest and lowest corporate tax rates around the world

•   Axios: Scoop: Conservatives sound alarm against taking Big Tech money

•   SCMP: China urged to join global minimum tax regime, as Hong Kong says it may be ‘restrained’ by new rules

•   Global Times: China will continue to provide COVID-19 vaccines and anti-pandemic supplies to the Philippines: Chinese FM

•   Nikkei Asia: Huawei's fall hits growth of Sony's chip business

•   Nikkei Asia: G-7 prepares to write Taiwan Strait into summit statement

•   Nikkei Asia: Japan teams up with Finland on 6G development

•   Nikkei Asia: China's Yangtze economic belt tests Xi's push for tech independence

•   Mainichi: Japan's key electronics show to be held online again amid pandemic

•   Economic Times: India's Covid-19 vaccine policy flip-flops, explained

•   Mint: India may raise vaccine spending to $6 billion this fiscal year: Government sources

•   reNews: Renewables to yield half a million US jobs by 2030

•   OilPrice.com: Scientists Find Cheap And Easy Way To Extract Lithium From Seawater

•   OilPrice.com: Renewables Was Sole U.S. Energy Source With Rising Consumption In 2020

•   DIGITIMES: PCB makers eyeing demand for miniLED-backlit gaming, creator notebooks

•   DIGITIMES: High-speed copper foil materials demand promising

•   매경(P1): 여행 운수 영화 출판 공연 오락…당정 피해업종 추가 재난지원금 합의

•   매경(P1): [단독] 양도차익 5억 넘으면 1주택자 세금 더 낸다

•   매경(P1): [단독] SK가스 수소사업 가속, 울산에 복합단지

•   매경(P1): 롯데 vs 신세계·네이버연합…이베이코리아 인수 '2파전'

•   매경: 국제백신연구소 사무총장 "한국 자체백신, 이르면 연말 나올것"

•   매경: 과천 이어 분당 일산 1기 신도시 리모델링도 난항…與 공급계획 또 '삐걱'

•   매경: "부동산보다 여행 외식 관심"…美 집값 급등 한풀 꺾이나

※   Redfin: Housing Market Update: Is Relief From The Red-Hot Market On Its Way?

•   매경: "연금 보험 유지하느라 등골 빠진다"…1인당 국민부담액 '쑥'

•   매경: 정부, 미주 운항 선박 증편안…해운 물류대란 해소 '태부족'

•   매경: 中企 수출 10년간 2.1% 증가 그쳐

•   매경: "백신 맞았으니 이젠 해외여행"

•   매경: PEF 누적자금 100조…구조조정 큰손 떴다

•   매경: "북해에 인공에너지섬 추진…1200만 가구 쓸 전기 생산"

•   매경: [단독] "문과로는 안돼!"…하나은행, 엘리트 직원들 카이스트 컴공과 보낸다

•   한경: "한국 기업 체력 강해져…증시 더 오를 여지 충분하다"

•   한경: SK바사, 내달 '코로나백신' 3상

•   한경: 디젤車, 20년 만에 줄었다…전기차에 치이고 '미세먼지 주범' 오명

•   한경: "스마트폰을 데이터센터처럼…에지컴퓨팅이 클라우드 미래"

•   한경: 이익 느는데 덜오른 섹터 1순위는 '반도체'

•   한경: '잃어버린 4년' 원전株 폭등, 지금 들어가도 될까[이슈+]

•   서경(P1): [단독] 상장사도 '고용쇼크'···절반이 직원 줄였다

•   서경: '코스피 빅50' 중 31곳이나 인건비 줄여···"주52시간·최저임금 치명타"

•   서경: 업종 안 가리고 전방위 타격 받아···반도체 빼면 경기회복 '속빈 강정'

•   서경: 주52시간 내달 시행···50인 미만 4곳 중 1곳 "준비 안돼"

•   서경(P1): [서울포럼 2021] "수소경제는 마라톤 같아 일관된 투자·정책 필요"

•   서경: [서울포럼 2021]"韓 수소산업 경쟁력 81점 그쳐...인프라 키우고 원전 활용해야"

•   서경: [서울포럼 2021]“수소경제 기반 다지려면 중소·중견기업 육성해야”

•   서경: 11월?10월? 한은도 금리인상 버튼 만지작

•   서경: 두 달 연속 경기회복 진단한 KDI··· “원자재난은 리스크” 경고

※   KDI: KDI 경제동향 2021. 6

•   서경: 원전 기술력·안전 운영 세계서 인정받은 한수원

•   서경: [비즈카페] 韓조선 수주 낭보에도···대우조선만 저조한 까닭은

•   조선(P1): 대법 판결과 달리… 징용 피해자들 1심서 패소

•   조선: 피해자측 “즉각 항소”… 기존 판결의 강제집행은 영향 없어

•   조선: G7 회의서 한·미·일 정상 만남은 여전히 오리무중

•   조선: “IT 서비스도 일감개방”… 공정위, 또 대기업 규제

•   조선비즈: [단독] 신한울 1호기 운영허가 안건 11일 상정... 첫 심의 후 7개월만

•   IT조선: 전기차 전환 제동 반도체 대란에 배터리도 발만 동동

•   중앙: 11조 넘보는 삼성전자 2분기 영업익…‘10만 전자’ 재시동

•   동아(P1): 당정 이견에… ‘조직 개편’ 빠진 반쪽 LH 혁신안

•   동아: 현대차, 4만달러 시대 눈앞… 브랜드 가치 세계서 인정

•   문화(P1): 생계 때문에… 65~69세 절반이상 일한다

•   문화: “고리2호기 수명연장땐 10년간 온실가스 3486만t 감축효과”

•   문화: 코인 ‘쓴맛’에… 다시 ETF·주식형 펀드 돈 몰린다

•   머니투데이(P1): LNG 발전 넘어…두산重 가스터빈, 수소로 돌린다

•   머니투데이(P1): "국민과 함께 성장동력 찾겠다" 최태원호 대한상의 '첫 프로젝트'

•   머니투데이: 文대통령 "9월까지 3600만 접종…추석때 마스크벗고 가족모임"

•   머니투데이: 주식 팔라던 5월은 지나고…6월은 괜찮은가?

•   머니투데이: "새로운 변화 꾀할 여유 없어" 신경영 28주년에도 숨죽인 삼성

•   헤럴드경제(P1): 일한 돈 한푼 안쓰고 22년 모아도...서울 아파트 전셋집 겨우 마련한다

•   헤럴드경제: 태양광 입은 외벽...건물은 ‘작은 발전소’

•   파이낸셜뉴스: “코스피 3700 간다… IT·화장품·반도체·자동차株 실적장 주도”

•   파이낸셜뉴스: 치솟은 LCD가격… 삼성 QD-OLED TV 이르면 내년 나온다

•   파이낸셜뉴스: 휘발유값 올라도 정제마진 ‘제자리’

•   파이낸셜뉴스: "배터리 전해액 10년후 12배 성장" 석화업계 미래 먹거리 진출 ‘러시’

•   파이낸셜뉴스: 몸에 넣어도 되는 나노발전기 나왔다

•   파이낸셜뉴스: 무섭게 오르는 경기도 집값… 일산·광교도 ‘20억 시대’

•   아시아경제: 제도 손질했지만 …외국인, 마음만 먹으면 무차입 공매도

•   아시아경제: 숨고르기 D램 가격, 하반기 다시 오른다

•   이데일리(P1): [단독]카드·여신 경력자 뽑는 쿠팡, 금융·핀테크 '영토확장' 시동

•   이데일리: 올해 임단협 개시하는 車업계, 가지각색 변수 떠올라

•   이데일리: ‘탄소중립’ 부르짖지만…‘이격거리’ 몸살 앓는 태양광

•   연합: 오늘도 500명 밑돌듯…접촉감염 46.5% 최고치 '위험 요인' 여전

•   뉴시스: 체코 원전 수주전서 러·중 빠진다…"韓에 호재, 경쟁력 있어"

•   뉴시스: UNIST, 고효율 수소연료전지 전해질막 개발

•   뉴스핌: "두산,10년만의 대전환기...투자의견 '매수'"-유안타증권

•   비즈니스포스트: 두산 뼈를 깎는 세 번째 변신 파란불, 박정원 수소와 물류 쌍두마차로

•   에너지경제: 올 여름 태양광사업 ‘비상’…"더 더운 날씨에 국지성 장마까지 발전 악영향"

•   에너지경제: 한전 등 발전 공기업 사장 ‘관피아·한피아 싹쓸이'…11곳 모두 관료·한전 출신이 차지

•   에너지경제: 엎친데 덮친 태양광 발전 사업…5월 가동시간 3년 만에 '최저'

•   전기신문: 비정상적 정산단가 산정…풍력 투자 위축시킨다

•   디지털데일리: 삼성·SK 라인 전환에 中 반도체 ‘반색’…왜?

[Opinions]

•   Project Syndicate(Dani Rodrik): The G7 Tax Clampdown and the End of Hyper-Globalization

•   Project Syndicate(Graça Machel, et al.): The World Needs a Breakthrough Year

•   Project Syndicate(Joseph E. Stiglitz): The Inflation Red Herring

•   Project Syndicate(Dambisa Moyo): Accelerating Global Britain

•   Project Syndicate(Anne-Marie Slaughter, Kazumi Hoshino-Macdonald): Making America Global Again

•   FT(Editorial Board): Central bankers should beware of labour shortages

•   FT(Gideon Rachman): The G7 is the west’s last chance to lead

•   FT(John Plender): Central banks’ action on climate change raises mission creep concerns

•   FT(Karen Petrou): When it comes to inflation, the Fed must consider inequality

•   FT(Daniel Litvin): Prepare for a ‘supercycle’ in anti-mining activism

•   WSJ(Editorial Board): Mexico Checks AMLO’s Power

•   WSJ(Editorial Board): Joe Manchin Plays Political Chess

•   WSJ(Gerard Baker): America’s Covid Groupthink Functioned Like China’s Repression

•   WSJ(Kevin Warsh): The Fed’s Risky Fill-the-Punch-Bowl Strategy

•   NYT(Wang Feng and Yong Cai): The Real Reason Behind China’s Three-Child Policy

•   WP(Editorial Board): Mexico’s latest election results could bolster its beleaguered democracy

•   WP(Max Boot): Too many people are still underestimating the Trump threat

•   WP(Michael Gerson): What Biden needs to do heading into the G-7 summit

•   WP(Mike Pompeo, Lewis Libby): China’s covid wrongdoing warrants punishment by a Biden-led coalition

•   Bloomberg(Bill Dudley): The Fed Is Risking a Full-Blown Recession

•   Bloomberg(Mervyn King): Make No Mistake, the Risk of Inflation Is Real

•   Bloomberg(Daniel Moss): Yellen May Be Doing Powell a Favor on Raising Rates

•   Bloomberg(David Fickling): Think the Global Minimum Tax Will Bite? Watch the Stock Market

•   Bloomberg(Noah Smith): Economists Don't Know Everything About the Economy

•   Bloomberg(Marcus Ashworth): The ECB Has Far Worse Troubles Than Inflation

•   MarketWatch(Jens Nordvig): Global investors are losing interest in U.S. stocks and that will be a game changer

•   매경(유승훈): 탄소세 도입의 원칙

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