Business Intelligence Monitor 210611

(Introduction)

[Markets]

•   Global: Stocks rally, yields drop as U.S. CPI data calms investors

•   China: Renewables Giant Jumps in Debut After Biggest 2021 China IPO

•   China: Battery Giant CATL Jumps to Record, Powers Rally in Green Stocks

•   Turkey: Turkey's lira rallies 2% to leave record low behind

•   Metals: Copper falls on China's pledge to cool prices, low premiums

•   Iron ore: Iron ore price rises as China sees inflation “under control”

•   Grains: Corn jumps after USDA lifts export, ethanol demand view, cuts stocks

•   Cryptocurrency: Bitcoin Climbs as Regulators Propose Banking Capital Rules

•   한국: 코스피 0.26% 상승 마감…미국 물가·ECB 회의 관망

•   한국: 카카오 '시총 톱4' 등극···한때 네이버에 1조差 추격

•   한국: 공수처 수사에 윤석열株 급락...이재명·김동연株 방긋

•   한국: 두산그룹주 맥 못 춰, 두산중공업 10%대 두산인프라코어 5%대 하락

[Indicators]

•   US Q1 Household net worth: U.S. Household Net Worth Reaches Fresh Record on Homes, Stocks

•   US May CPI: U.S. Inflation Is Highest in 13 Years as Prices Surge 5%

※   WSJ: Which Higher Prices Are Here to Stay?

※   WSJ: From Beans to Burgers, Food Is Getting More Expensive

※   WSJ: Inflation Rate Climb Adds Impetus to Fed Policy Shift

•   US May Fiscal account: U.S. Budget Deficit Grew to Record $2.1 Trillion in Fiscal Year's First Eight Months

•   US Weekly Jobless claims: U.S. Jobless Claims Fall to Another Pandemic Low

•   Eurozone Benchmark rate: ECB raises inflation forecast but sticks to bond-buying plan

※   ECB: Monetary policy decisions

•   Japan May PPI: Japan's May wholesale prices rise at fastest pace since 2008

•   한국 5월 금융시장 동향: 가계 대출 7년 4개월 만에 감소, SKIET 청약 때문이라고?

•   한국 주간 아파트 가격(부동산원): 전세 불안 확산…서울 102주째 상승 랠리

[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: Covid-19 Deaths This Year Have Already Eclipsed 2020’s Toll

•   WSJ: U.S. Suspends J&J Covid-19 Vaccine Shipments as States Face a Surplus of Expiring Doses

•   WSJ: Moderna’s Covid-19 Vaccine Seeks FDA Authorization for Use in Adolescents

•   WSJ: U.S. Covid-19 Vaccine Donation to Boost Developing World’s Pandemic Fight

•   WSJ: Bipartisan Group of Senators Reaches Agreement on Infrastructure Proposal

•   WSJ: Biden’s China Policy Is Emerging—and It Looks a Lot Like Trump’s

•   WSJ: Accelerating Oil Demand Will Shrink Global Glut, OPEC Says

※   OPEC: MOMR June 2021

•   WSJ: U.S. Lifts Sanctions on More Than a Dozen Former Iranian Officials, Energy Firms

•   WSJ: Biden Lifts Covid-19 Caps on Employees in Federal Workplaces

•   WSJ: The Green Hydrogen Puzzle Is Starting to Fall Into Place

•   WSJ: Amazon Faces Possible $425 Million EU Privacy Fine

•   WSJ: Keystone XL’s Demise Shows Hard Road for New Pipelines

•   WSJ: Steelmakers Keep Old Plants Idle Despite Surging Prices

•   WSJ: Tesla to Introduce Upgraded Model S to Jump-Start High-End Model Sales

•   NYT: Despite Ample Shots and Incentives, Vaccine Rates Lag Far Behind in the South

•   NYT: Collapse of Infrastructure Talks Risks Biden's Climate Priorities

•   NYT: Ambassador Tai to Outline Biden’s Goal of Worker-Focused Trade Policy

•   NYT: The C.D.C.’s New Leader Follows the Science. Is That Enough?

•   NYT: Vaccines cannot come too soon for regions like Latin America, the W.H.O. says.

•   NYT: U.S. Weighs Possibility of Airstrikes if Afghan Forces Face Crisis

•   NYT: Peruvian Election, Still Undecided, Pushes a Democracy to Its Brink

•   WP: In Kingston, New York, Fed policy to prop up an economy fuels market boom and evictions

•   WP: These businesses found a way around the worker shortage: Raising wages to $15 an hour or more

•   WP: Drop in routine childhood vaccinations during pandemic may raise risk of other outbreaks, CDC says

•   WP: House committee passes $547 billion transportation bill with focus on climate after marathon meeting

•   WP: Biden, Putin raise the stakes for their first summit

•   WP: Global approval of the United States has rebounded under Biden, survey finds

•   FT: G7 leaders to pledge 1bn Covid-19 vaccine doses for poorer countries

•   FT: Switzerland plans subsidies to offset G7 corporate tax plan

•   FT: Johnson and Biden seek to smooth over Northern Ireland differences

•   FT: Why ‘sausage wars’ illustrate how both sides are now on a collision course over Northern Ireland

•   FT: James Biden abandons UK energy venture after White House review

•   FT: ‘A slow, painful death’: Biden’s domestic agenda withers as he jets abroad

•   FT: South Africa eases path for companies to generate power

•   FT: Global banking regulator urges toughest capital rules for crypto

•   FT: China’s environmental goals fire up metals prices

•   FT: Amazon’s landlord doubles down on vast ecommerce warehouses

•   FT: EU battery factories risk being underused, warns green group

•   FT: Global governance and the gap of 7

•   FT: Fragile US-led G7 tax compromise threatened by search for exemptions

•   FT: Tree planting could undermine fight against climate crisis, scientists warn

•   Guardian: China’s Uyghurs living in a ‘dystopian hellscape’, says Amnesty report

•   Bloomberg: China and the U.S. Agree to Push Forward Trade, Investment Ties

•   Bloomberg: China Approves Legislation to Hit Back Against U.S. Sanctions

•   Bloomberg: Biden Says Donated Pfizer Shots to Ship Globally in August

•   Bloomberg: G-20’s Economy Returns to Pre-Pandemic Level, But Gaps Linger

•   Bloomberg: World’s Richest Face Tax Blow After 40% Wealth Surge to $8.4 Trillion

•   Bloomberg: CDC Advisers to Meet on Heart Inflammation Link to Covid Shots

•   Bloomberg: Bailey’s Biggest Job Hire at BOE Showcases Priorities of New Era

•   Bloomberg: U.K. Housing Boom Rages With More Buyers Chasing Fewer Homes

•   Bloomberg: Merkel’s G-7 Excursion Unsettled by Covid Outbreak at Hotel

•   Bloomberg: Trump Is Gone, But Merkel Has Still Had Enough of U.S. Leadership

•   Bloomberg: U.K. to Donate 100 Million Covid Vaccines to Poorer Nations

•   Bloomberg: China’s PBOC Gets Local Government Help in Avoiding Cash Crunch

•   Bloomberg: PBOC Governor Sees Stable Policy, Inflation Below Target

•   Bloomberg: East Africa Seeks $16 Billion of Debt to Spur Economies

•   Bloomberg: Chile’s Capital Moves to Full Lockdown With Hospitals Overwhelmed

•   Bloomberg: IMF Sees Risks After El Salvador Makes Bitcoin Legal Tender

•   Bloomberg: Medical Debts Bankrupt Indians Already Ravaged by Covid-19

•   Bloomberg: Wall Street Faces All the Same Reflation Doubts After CPI Beat

•   Bloomberg: GM’s EV Gamble Could Be Toyota’s Gain as Carmakers Place Bets

•   Bloomberg: G-7 Eyes Ambitious Shift to Electric Cars and Away From Oil

•   Bloomberg: Energy Transition May Be Subprime Moment for European Banks

•   Bloomberg: Peak Internal Combustion Engine May Already Be Years Behind Us

•   Bloomberg: U.K. Rules on Green Investing Aim to Be More Strict Than EU

•   Reuters: U.S. Treasury’s Yellen says Congress needs to fund debt relief programs

•   Reuters: U.S. will not seek favours for COVID-19 vaccine donations - senior official

•   Reuters: Germany plans tighter controls on COVID test centres - draft

•   Reuters: France's Macron tells UK it can't renegotiate Brexit deal

•   Reuters: Indian state sharply raises COVID-19 death toll prompting call for wide review

•   Reuters: Myanmar authorities open new corruption cases against Suu Kyi

•   Reuters: Taiwan says AstraZeneca COVID shot production talks fell through

•   Reuters: Factbox: What is on the G7 summit agenda? (And what is on the dinner menu?)

•   CNN: The green energy revolution is coming -- with or without help from Washington

•   CNN: Climate crisis: CEOs urge world leaders to take bolder action

•   CNN: Climate change: Fidelity, State Street and other firms demand action on climate — now

•   CNN: Jeff Bezos is going to space for 11 minutes. Here's how risky that is

•   CNBC: Weak consumption is problem for China recovery, says analytics firm

•   CNBC: Goldman CFO says inflation likely transitory but a sharp rise would have ‘negative consequences’

•   CNBC: Position for longer-term inflation, investor says amid CPI concerns

•   MarketWatch: Inflation is surging. How high will it go? Check out MarketWatch’s new tracker.

•   MarketWatch: Inflation is here to stay and may top 4% this year, says professor with a peerless record of predictions

•   ABC: We know vaccines are working against new COVID variants. Now scientists are starting to understand why.

•   SCMP: Boris Johnson’s China balancing act faces test as G7 comes to town

•   SCMP: As trade with China grows despite tensions, Modi’s ‘self-reliant India’ dream fades

•   SCMP: China says ‘extraordinary’ coronavirus stimulus policies from US, Europe have ramped up global inflation risks

•   SCMP: China’s nuclear threat to US grows, mainly in the risk of a mishap, experts say

•   Nikkei Asia: TSMC eyes plans for first chip plant in Japan

•   Nikkei Asia: Sony's $10,000 drone to brave strong winds for pro-level photos

•   MINING.com: CHART: Top miners leave money on the table amid copper price rally

•   MINING.com: US energy storage installations surge in Q1 — report - MINING.COM

•   Equipment Journal: Doosan’s next gen loaders are packed with smart tech

•   DIGITIMES: TSMC posts increased May revenue

•   DIGITIMES: Global semiconductor sales increase in April

•   Robotics Tomorrow: Mobile Robot Revolutionizes Work in Supermarkets

•   Dronelife: Heavy Lift Tethered Drone Flies for a Week: Zenith AeroTech Celebrates 108 Hours of Uninterrupted Flight

•   매경(P1): 최저임금 주52시간 원자재 3중고 덮친 중기 '가격인상 도미노'

•   매경(P1): [단독] 노조 눈치만 본 노동위 택배 ‘기획파업’ 묵인

•   매경: [단독] 與 '상위 2% 종부세' 밀어붙이기…공제 9억·11억 고심

•   매경: "치솟는 원목값 감당못해"…가구값 올린 한샘, 석달만에 또 올렸다

•   매경: 코로나 수렁 여전한데…노조 '하투' 머리띠 맨다

•   매경: K반도체 가속…센서·AI사업 연내 예타 완료

•   매경: [단독] 산업안전청 만든다더니…'산안실'로 첫발

•   매경: "자회사 아닌 손자회사 늘려 지배력 확대"

※   공정위: 2021년 지주회사 현황 공개

•   매경: 한화시스템, 美서부에 UAM 법인 설립

•   매경: "전기차는 다를 줄 알았는데…미세먼지 만만찮네"

•   매경: 외국인 올 17조 팔았지만…이 종목만은 담았다

•   매경: 2030 소액투자자 늘어나는데…당국, 소수점 거래 도입 '뒷짐'

•   매경: "인고의 시간 끝나간다"…두산重, 바이든 수혜주로 급부상

•   매경: 금리인상 신호 켜지면…주식 줄이고 단기채권·금 투자 고려를

•   매경: 포장지까지 중고거래…印尼 'BTS세트' 인기 폭발

•   한경(P1): 정의선·최태원·최정우·조현준 '수소동맹'

•   한경: "각개전투론 안돼"…캡틴들 뭉쳐 '수소 생태계' 무한확장 나선다

•   한경(P1): 송영길표 '누구나집' 수도권 1만가구 공급

•   한경: 최초 분양가로 살 수 있는 '누구나집'…사업성 낮아 민간참여 불확실

•   한경: '누구나집' 최초 기획자, 알고 보니 송영길 대표 동창

•   한경(P1): "알짜 자산도 판다"…롯데·신세계 '실탄 전쟁' 불 붙었다

•   한경(P1): 진대제 "글로벌 반도체 전쟁 2년만 뒤처져도 회사 망한다"

•   한경: 韓銀 "가계빚 늘어 민간소비 위축…경제성장률도 갉아먹을 것" 경고

※   한국은행: 「통화신용정책보고서」(2021년 6월)

•   한경: "K반도체 인프라 확장 쉽게…하반기 대규모 예타 추진"

※   기재부: 제11차 혁신성장 BIG3 추진회의 개최

•   한경: 논산에 수소발전소 등 짓는다…롯데건설, 환경부 등과 업무협약

•   한경: 회사채 발행 사상최대...SPV 내달 문 닫을듯

•   한경: '가성비 갑' 미니 LED TV, 시장 뒤흔든다

•   한경: VR로 UAM 타고 날자 상암서 코엑스까지 10분만에 '출근'

•   서경(P1): [서울포럼 2021] '포스트 탄소' 수소가 富의 지형 바꾼다

•   서경: "수소 강국 하자면서 1,000만 원 지원···인재양성·기술개발 다 놓칠 판"[서울포럼 2021]

•   서경: "재생에너지는 '녹색갈등' 유발...결국 수소가 현실적 해법"[서울포럼2021]

•   서경: "원전 12기 몰려있는 울산, 수전해에 최적···'수소메카' 될 것" [서울포럼 2021]

•   서경: "수소는 쇠락한 제조업 도시에 새로운 기회" [서울포럼 2021]

•   서경: "최근 1년의 변화가 18년보다 빨라...수소 인프라 구축 속도내야"

•   서경: "테슬라 30분 걸릴 때 수소차는 2분만에 완충···주민수용성 확보는 과제"

•   서경: “수소 연료전지, ‘미래 모빌리티’ 드론·로봇서 진가 드러날 것”

•   서경: 스티글리츠 "탄소산업 지속 투자땐 서브프라임보다 더 큰 위기 맞을 것"

•   서경: 셰필드 국제수소에너지협회 회장 "韓, 마이크로그리드 활용하면 수소 수출국 가능"

•   조선(P1): 7월부터 수도권 식당·노래방 밤 12시까지 영업가능

•   조선(P1): 中 왕이 “美 장단에 휩쓸리지 말라” 한국 협박

•   조선: 수도권 집값 처음으로 소득의 10배 넘었다… 대출 규제는 강화 예고

•   조선: [Mint] 저금리에 달아오른 M&A, 올해 성사 규모만 2680조원… 작년보다 158% 늘어

•   조선: [Mint] 탄소배출권 가격 1년새 두배로… 인도서 배출권 장사한 기업 주가 370%↑

•   조선: [Mint] 코로나 넘으니 ‘인플레 바이러스’… 미국도 독일도 한국도, 보이는 건 가격 다 올랐다

•   조선: 원전 건설도 수출도 나몰라라, 원전 고장나면 중국에 맡길 판

•   조선비즈: “공모가가 너무 높네”…하반기 쏟아지는 기업공개, 작년같은 5배 수익은 힘들 듯

•   조선비즈: 파운드리 1위 TSMC, 공격적으로 투자하는데…침묵 길어지는 삼성전자

•   조선비즈: 韓 조선, 5월 선박 수주 세계 1위 탈환… 점유율 59%

•   조선비즈: 2년6개월치 물량 확보한 조선업계, 18년 만에 슈퍼사이클 진입하나

•   조선비즈: 가스도 팔고 수소도 만들고… LNG터미널 사업 고속 성장

•   조선비즈: 韓 민간부채 증가 속도, G5 제쳤다… 상환능력도 악화

•   조선비즈: [ESG 리포트] 구광모의 ‘뉴 LG’, 모든 상장사에 ESG 위원회 신설

•   조선비즈: 30대 그룹 ESG 위원 살펴보니… 교수·60대·남성이 대부분

•   조선비즈: 삼성디스플레이 창사 첫 파업 돌입 수순…노조 “쟁의 활동 준비”

•   중앙(P1): 공기업, 문 정부서 영업익 70% 줄고 인건비 21% 늘었다

•   중앙: ‘비정규직 제로’ 외치던 공기업들, 올해 신규 채용 39% 줄여

•   중앙: 정부 “먹는 코로나 치료제, 선구매 여부 검토”

•   중앙: 국세청장 만난 상의 회장단 “상속세 분납 5→10년 해달라”

•   동아: 빌게이츠가 불댕긴 ‘4세대 원전’ 전쟁… 한국은 100MW급 수출 목표

•   문화: “원전 비중 확대·유지해야” 68.5%

•   한국: [논담] 박용만 “상의 회장 하며, 효율 앞세우는 기업인 마인드의 한계 느꼈다”

•   머니투데이(P1): 이재명 "기본소득은 '수요' 주도성장…소주성과 다르다"

•   머니투데이(P1): 지주사가 보유한 현금만 55조...CVC 통한 '벤처투자 붐' 기대

•   머니투데이: [단독]'누구나집', 전매제한·거주의무 둔다.."차익 절반은 회수"

•   머니투데이: 문승욱 산업장관 "한전 등 공기업, 해상풍력 속도감 있게 추진"

※   산업부: 문승욱 산업부 장관, 전력공기업과 탄소중립 대응방안 논의

•   머니투데이: [단독]삼성SDI, 스스로 불끄는 ESS 또 진화…하반기 출시

•   헤럴드경제(P1): ‘길고도 짧은 6년’ 지구에 허용된 시간…“모든 생활을 바꾸자” [H.eco forum 2021-‘기후위기시계’를 마주하다]

•   헤럴드경제(P1): 삼성 ‘세계 최소형 픽셀’ 이미지센서 출시

•   헤럴드경제: 일자리 가뭄에 생활물가까지 급등…‘경제고통지수’ 10년 만에 최고

•   헤럴드경제: 쏟아지는 선심성 SOC 공약...인프라 건설 애물단지 전락 우려

•   파이낸셜뉴스: 올해 기업 22곳 ‘사업 쪼개기’… “장기적으론 모두 호재”

•   아시아경제(P1): 코로나19 백신 1차 접종 1000만명 넘었다(종합)

※   질병관리청: 높은 국민 참여로 코로나19 예방접종자 1천만 명 넘어 - 보도자료 | 브리핑룸 | 뉴스 | 대한민국 정책브리핑

•   디지털타임스(P1): 집값 뒤만 쫓는 대책… 집값 상승률 참여정부 추월

•   이데일리: 현대중공업그룹, ESG거버넌스 구축으로 친환경 경영 가속

•   이데일리: 'K-배터리 한계 없다'…니켈 94%·10분 충전 도전

•   이데일리: 산업부, 2030년까지 車부품기업 1000개→미래기업으로 육성

•   이데일리: 美 에너지 시장 정조준…태양광·수력발전 진출하는 발전사

•   연합: 오늘 600명 밑돌듯…내주 적용 '거리두기 조정안' 오전 발표

•   연합: 오늘 신한울 1호기 운영허가받나…원안위,첫심의후 7개월만 논의

•   연합: 해수전지 활용한 수소 생산장치 개발…"수소선박 기술 진전"

•   아주경제: [단독] 韓·中 만남 줄줄이 연기…냉전·진전도 없이 멈춘 외교시계

•   e대한경제: [단독] '종부세 완화 의총' 하루 앞두고…친문계 등 민주당 의원 70여명 집단반발

•   비즈니스포스트: 한수원 수소융복합사업에 힘실어, 정재훈 원자력과 수소 공존 믿어

•   전자신문: KT·공항공사·인천공항·GS 칼텍스 등 7개 K-드론시스템 실증

•   전자신문: 지난해 세계 풍력발전 역대 최대 보급…국내 업체는 군침만

[Opinions]

•   Project Syndicate(Adair Turner): The Upside of Population Decline

•   Project Syndicate(Ian Buruma): What Is the Point of the Olympics?

•   Project Syndicate(Kevin Rudd): The Virus Next Time

•   Project Syndicate(Isabella M. Weber): Will China Save the US from Inflation Fears?

•   FT(Editorial Board): G7 leaders need to lift their game

•   FT(Gillian Tett): The ‘Cornwall consensus’ is here

•   FT(Edward Luce): Rich Americans are losing no sleep over Biden’s tax plans

•   FT(Eric Knight): Europe’s weaknesses to be exposed over long term

•   FT(Jamie Powell): US inflation continues to grind higher

•   WSJ(Editorial Board): America’s Energy Gift to Dictators

•   NYT(Michael V. Callahan, Mark C. Poznansky): The Vaccines We Have Are Good. But They Could Be So Much Better.

•   WP(Editorial Board): Myanmar has imprisoned 50 journalists, including two Americans. They should all be freed.

•   WP(Editorial Board): Biden is showing that the U.S. can help vaccinate the world — and lead it

•   WP(Max Boot): The lab-leak theory will never vindicate Trump

•   WP(Henry Olsen): The Fed doesn’t want you to worry about inflation. You should.

•   WP(Daniel W. Drezner): Who will write the Biden doctrine?

•   Bloomberg(Mark Gongloff): The Housing Market’s Fever Shows More Signs of Breaking

•   Bloomberg(Brian Chappatta): The Fed Has 21 Trillion Reasons to Combat High Inflation

•   Bloomberg(Nir Kaissar): Lower Returns and Greater Turmoil to Test Stock Investors

•   Bloomberg(Eli Lake): Biden Should Offer the Vaccine to Iran

•   Bloomberg(Lionel Laurent): G7 Tech Tax: Brexit Britain’s Bank-Tax Pushback Is a Bad Look

•   Bloomberg(Alok Sharma): COP26: In a Greening World, Financial Institutions Must Do More

•   CNN(Jeffrey Sachs): America's tax system is rigged to protect the rich and powerful

•   MarketWatch(Mark Hulbert): Why China’s new 3-child policy won’t ease headwinds on Chinese stocks anytime soon

•   Reuters(Clyde Russell): Coal and LNG's surge in Asia plays into renewable energy hands

•   한경(이해성): 다시 소환된 '체르노빌 비극'

•   서경(사설): 수소전쟁, 이념 아닌 과학기술로 무장해야 승리한다

•   한국(박일): 해외 원전시장 공동진출로 공고해진 한미 동맹