Business Intelligence Monitor 210614

(Introduction)

[Markets]

•   Global: Stocks set record highs as bond yields slide

•   US: US Treasuries have best week in a year

•   Iron ore: Iron ore price correction delayed as global steel demand tops 2bn tonnes for first time ever

•   Grains: Corn, soy drop, soyoil limit-down amid worries about biofuel law

•   Cryptocurrency: Bitcoin Jumps After Musk Says Tesla Will Use When Mining Cleaner

•   한국: 코스피 기관·외인 매수에 0.77% 상승…최고치 근접

•   한국: 두산그룹주 강세, 두산퓨얼셀 오리콤 2%대 오르고 두산 2%대 내려

[Indicators]

•   US Jun. Consumer sentiment: U.S. Consumer Sentiment Rises, Inflation Outlook Moderates

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for sixth week in seven -Baker Hughes

•   US Q2 GDP Nowcast: Jun 11, 2021: New York Fed Staff Nowcast

•   UK Apr. GDP: UK economy grows at fastest pace since last summer

•   Japan Apr. GDP(JCER est.): Japan GDP shrinks 0.3% in April: JCER

•   India Apr. Industrial production: April industrial output growth at 134.4% y-o-y on the back of low-base effect

•   Russia Benchmark rate: Russia Interest Rate Hiked 50 Basis Points After Surprise Inflation Jump

•   한국 1분기 주택구입부담지수: 서울 아파트값 고공행진에···1분기 원리금 상환부담 '역대 최고'

•   한국 5월 자동차산업 동향: 차랑용 반도체 가뭄 탓에 …5월 車생산 한달새 20.8% 급감

•   한국 6월 1~10일 수출: 6월 1∼10일 수출 40.9%↑…일평균 기준 32.6%↑

•   한국 주간 아파트 수급동향(부동산원): “매물이 없다”...서울 아파트 매수심리 커져

[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

[Calendars]

•   WSJ: Economy Week Ahead: The Fed, Factories and Consumers

•   Bloomberg: Crisis Reaches Crossroads for Global Interest Rates: Eco Week

[News]

•   WSJ: G-7 Leaders Rally to Biden’s Call to Challenge China

•   WSJ: Biden Pushes G-7 to Criticize China Over Forced-Labor Allegations

•   WSJ: Biden and Macron Share Affection and Worldview at G-7 Summit

•   WSJ: Biden, G-7 Leaders Get Back to In-Person Diplomacy, Meet Queen Elizabeth

•   WSJ: G-7 Summit Precautions for Covid-19 Include Elbow Bumps

•   WSJ: Biden to Press NATO Over China Threat

•   WSJ: WHO Chief Urges China to Cooperate With Probe Into Covid-19 Origins

•   WSJ: Fresh Covid-19 Outbreaks in Asia Disrupt Global Shipping, Chip Supply Chain

•   WSJ: Democrats Craft Budget Plans as Infrastructure Talks Continue

•   WSJ: Positive Covid-19 Tests Fall to Lowest Recorded Rate

•   WSJ: FDA Approves Export of Covid-19 Vaccine Doses From Troubled Baltimore Plant

•   WSJ: Retiring Workers Alter Fed’s Calculus on Jobs Shortfall

•   WSJ: Inflation Rate Calculator: Customize Your Own Consumer-Price Index

•   WSJ: U.S.-China Trade War Still Hurting Ohio Family-Owned Business

•   WSJ: Europe Keeps Aiding Companies to Avoid Surge of Covid-19 Insolvencies

•   WSJ: Turkey Holds Keys to U.S. Afghan Pullout, a Potential Problem for Biden

•   WSJ: South Korea Can Now Build Missiles Able to Reach Beijing, With U.S. Blessing

•   WSJ: Socialist in Peru Has All But Won Presidential Vote as Pandemic Fuels Despair

•   WSJ: In Israel, Arab Villages Take Leading Role in Drama Over Netanyahu’s Fate

•   WSJ: Israel Gets New Government to End Netanyahu’s 12-Year Rule

•   WSJ: Ousted From Power, Israel’s Netanyahu Plots Comeback

•   WSJ: India Prepares for More Covid-19 Surges With Oxygen Plants and Hospital Beds

•   WSJ: China’s New Power Play: More Control of Tech Companies’ Troves of Data

•   WSJ: Quail? Beta? Scientists Bicker Over What to Call Coronavirus Variants

•   WSJ: China’s Latest Blockbuster Tech IPO Could Give Investors a Bumpy Ride

•   WSJ: High-Speed Trader Virtu Fires Back at Critics Amid Meme-Stock Frenzy

•   WSJ: Markets Are Leaving Little Room for the Fed to Be Wrong on Inflation

•   WSJ: What Does the Bond Market Know About Inflation?

•   WSJ: Chip Shortage Brings Frustration but More Business to Industry’s Middlemen

•   WSJ: Japan’s Big Bet on Hydrogen Could Revolutionize the Energy Market

•   WSJ: American Airlines Invests in Electric Flying Taxis

•   WSJ: House Bills Seek to Break Up Amazon and Other Big Tech Companies

•   WSJ: Boeing Offloads Unclaimed MAX Jets as Air Travel Recovers

•   WSJ: Saudi Aramco Borrows Again to Fund Dividend Pledge Despite Oil Recovery

•   WSJ: Forget Going Back to the Office—People Are Just Quitting Instead

•   NYT: America May Be ‘Back’ in Europe, but How Much Has Really Changed?

•   NYT: Hunting Leaks, Trump Officials Focused on Democrats in Congress

•   NYT: What Drives Joe Manchin? Frustrated Democrats Can Look to West Virginia.

•   NYT: How Severe Is the Western Drought? See For Yourself.

•   NYT: How Private Equity Firms Avoid Taxes

•   NYT: Biden and the E.U. hope to settle a trade dispute and end billions in tariffs.

•   NYT: Pulitzer Prizes Focus on Coverage of Pandemic and Law Enforcement

•   NYT: Europe’s Summer of Recovery Is More Fragile Than It Looks

•   NYT: Why the Mexico City Metro Collapsed

•   NYT: In a Crisis, India’s Modi Could Always Change the Narrative. Then Came Covid.

•   NYT: In Myanmar, Health Care’s Collapse Takes Its Own Toll

•   NYT: What Is a Flying Car?

•   NYT: A Little More Remote Work Could Change Rush Hour a Lot

•   NYT: In Leak Investigation, Tech Giants Are Caught Between Courts and Customers

•   WP: Gore pressed Biden to stick with climate plans as liberals fear White House is softening its agenda

•   WP: Biden officials move to reinstate Alaska roadless rule, overturning Trump policy

•   WP: Inflation poses challenge for G-7 leaders

•   WP: 600,000 dead: With normal life in reach, covid’s late-stage victims lament what could have been

•   WP: As Biden tries to rally allies at G-7 and NATO meetings, he faces questions about the state of U.S. democracy

•   WP: NATO prepares for a friendlier president — and shifted under a skeptical one

•   WP: Russia, U.S. and other countries reach new agreement against cyber hacking, even as attacks continue

•   WP: U.S., Iran make progress in indirect talks but as sixth round begins final agreement still elusive

•   WP: Russia is preparing to supply Iran with an advanced satellite system

•   WP: G-7 in Cornwall aims to be first carbon-neutral summit. What will it take to offset all the jet fuel?

•   WP: Japan makes vaccine push with Olympics looming, but too late to counter concerns

•   WP: Why Ukraine has much at stake in the Biden-Putin summit

•   FT: Oil demand to surpass pre-pandemic levels by end of 2022, says IEA

※   IEA: Oil Market Report - June 2021

•   FT: Public bonhomie, China nuance and Brexit bickering filled G7 menu

•   FT: China’s ambitions set to loom over Biden’s first Nato summit

•   FT: A G7 playbook for tackling ESG

•   FT: Multinationals shrug off G7 tax assault

•   FT: EU introduces a digital tax irritant into Biden talks

•   FT: Greens vow to turn Germany into ‘socio-ecological economy’

•   FT: Construction sector warns rising costs will eat into EU recovery plan

•   FT: Johnson accuses EU of infringing on ‘UK integrity’ over N Ireland

•   FT: 100 business leaders warn Johnson planning reforms risk green goals

•   FT: UK to have less protection from cheap imports, trade regulator warns

•   FT: Johnson signals easing of Covid restrictions unlikely to go ahead

•   FT: Mortgage interest burden lightens in spite of soaring UK house prices

•   FT: Harris takes heat handling knotty vice-presidential portfolio

•   FT: Wuhan lab row threatens US-China co-operation in science

•   FT: Struggling Aung San Suu Kyi faces multiplying junta charges

•   FT: China’s sea-level rise raises threat to economic hubs to extreme

•   FT: Dollar blow for Turkey as tourism season runs into the sand

•   FT: Olympic volunteers find doing same work as paid staff is not playing the game

•   FT: Will the Fed dare to mention tapering?

•   FT: Market veterans mourn slow death of historic trading pits

•   FT: Chinese institutions put ESG ETFs on most-wanted list

•   FT: The rebirth of Hertz: vaccines, meme stocks and Wall Street’s crazy year

•   FT: Huawei’s UK revenue and profit shrinks after 5G ban

•   Bloomberg: Fed Dot Plot Seen Shifting to 2023 Rate Liftoff, Economists Say

•   Bloomberg: Powell Has Wall Street Buying View That Inflation Won’t Last

•   Bloomberg: With Merkel Gone, Canada’s Trudeau Wants to Be ‘Dean’ of G-7

•   Bloomberg: Charting the Global Economy: Taxes, Inflation on Front-Burner

•   Bloomberg: Democrats Seek Path Through House for Competitiveness, Chip Bill

•   Bloomberg: Pandemic Turbocharges Aging Theme for Global Equities Investors

•   Bloomberg: Worst Fears of Enduring Pain for Euro-Area Workers Are Subsiding

•   Bloomberg: Bundesbank Sees German Economy at Start of Strong Upswing

•   Bloomberg: ECB Officials Warn of Inflation Risk Despite Extending Stimulus

•   Bloomberg: ECB’s Knot Says European Debt Rules Need to Become More Flexible

•   Bloomberg: China Tells U.S. to Stop Delaying Removal of Iran Sanctions

•   Bloomberg: Indian Policy Makers Seen Tolerating High Inflation for Growth

•   Bloomberg: South Africa’s Ramaphosa Calls on G-7 to Donate IMF SDR Rights

•   Bloomberg: Ramaphosa on Economic Reform Roll Bolsters South African Markets

•   Bloomberg: What China’s ‘Market Maoists’ Tell Us About Trade Tensions Today

•   Bloomberg: Australia Says It Wants to ‘Sit Around the Table’ With China

•   Bloomberg: Chile Central Bank Head Says Economy Can Ride Out Lockdowns

•   Bloomberg: Iran’s Hardline Presidential Frontrunner Supports Nuclear Talks

•   Bloomberg: Bangkok to Allow More Businesses to Reopen as Outbreak Eases

•   Bloomberg: IMF Says Turkey’s Economy Prone to Shocks Amid Reserve Losses

•   Bloomberg: Argentina Extends Lockdown After Its Death Rate Surpasses U.S.

•   Bloomberg: Russia Raises 2020 Covid-19 Death Toll By 38% in Grim Admission

•   Bloomberg: China Approves Emergency Use of Covid Shots for Kids Aged 3-17

•   Bloomberg: China’s Digital Yuan Wallets Are ‘Inclusive,’ PBOC Official Says

•   Bloomberg: Bond Funds Cheer Emerging Markets Moving Fast to Choke Inflation

•   Bloomberg: Wall Street Asks If Bitcoin Can Ever Replace Fiat Currencies

•   Bloomberg: Lumber Prices Post Biggest–Ever Weekly Drop With Buyers Balking

•   Bloomberg: Spending Surge Might Be Just What Stocks Need to Hit New Heights

•   Bloomberg: Europe’s Riskiest Bond Markets Just Got a Boost From the ECB

•   Bloomberg: Summers Surprised by Bond Yields Falling Even as Inflation Jumps

•   Bloomberg: Saudi Arabia Takes Bullish Oil Message Straight to Wall Street

•   Bloomberg: Zombie Stocks Defy Bankruptcy Logic as Meme Traders Bid Them Up

•   Bloomberg: BHP Dodges Chile Copper Strike With Eleventh-Hour Wage Deal

•   Bloomberg: China’s Buying So Much Corn That Its Ports Are Getting Clogged

•   Bloomberg: Samsung Says No Decision on Halting Production of Budget Phone

•   Bloomberg: Apple’s U.S. Stores, Offices to Start Dropping Mask Requirement

•   Bloomberg: Flying Taxis Get a Boost as Airlines Plow Into Startups

•   Bloomberg: G-7 Drops Aim to Shift New Car Sales Away from Oil By 2030

•   Bloomberg: Germany Is Lobbying EU for Stricter Climate Rules, FAS Says

•   Bloomberg: Looming California Heat Wave May Strain Electricity Supplies

•   Bloomberg: Japan’s Finance Ministry Ignores Climate Risk, Ex-Official Says

•   Reuters: G7 split on reallocating $100 bln IMF funds to COVID-hit nations

•   Reuters: Novavax says COVID-19 vaccine shows immune response against Beta virus variant

•   Reuters: EU does not expect J&J will meet end of June vaccine target

•   Reuters: AstraZeneca shots have good risk-benefit profile for over 60s, says EMA official

•   Reuters: BOJ may extend pandemic-aid schemes to support fragile recovery

•   Reuters: Mexico says COVID-19 has affected a fourth of its population

•   Reuters: EXCLUSIVE China’s attacks on ‘foreign forces’ threaten Hong Kong’s global standing -top U.S. envoy

•   Reuters: EXCLUSIVE Energy majors bid for Qatar LNG project despite lower returns

•   Reuters: LNG market poised for buoyant recovery with demand growing across Asia

•   Reuters: EXCLUSIVE-Biden mulls giving refiners relief from U.S. biofuel laws -sources

•   AP: As COVID-19 cases wane, vaccine-lagging areas still see risk

•   AP: EXPLAINER: Who is Naftali Bennett, Israel's new leader?

•   AP: EXPLAINER: What will change under Israel's new government?

•   CNN: Where inflation is taking a breather: Your doctor's office

•   CNN: Here's why car prices have gotten so high, so fast. And why they'll keep climbing

•   CNBC: Markets await the Fed’s meeting in the week ahead

•   CNBC: Covid vaccine: Moderna says it hasn't found a link between its shot and heart inflammation

•   CNBC: Dr. Scott Gottlieb on rare heart inflammation in young Covid vaccine recipients

•   CNBC: U.S.-China relations are 'still deteriorating,' says Max Baucus

•   CNBC: Cornwall, home of the G-7 summit, embraces push to renewable energy

•   CNBC: Bill Gates: Stop shutting down nuclear reactors and build new nuclear power plants to fight climate change

•   CNBC: How biological batteries can generate renewable energy from soil

•   MarketWatch: Here’s what the market wants — and doesn’t want — to hear from Powell at this week’s Fed meeting

•   MarketWatch: An inflation storm is coming for the U.S. housing market

•   Fox Business: Spike in current mortgage rates unlikely to derail housing market

•   SCMP: Why businesses may have to ‘pick sides’ if China starts using anti-sanctions law

•   SCMP: China hits out at Washington’s missile plans and calls for cuts to US and Russian nuclear arsenals

•   SCMP: Coronavirus: Guangzhou outbreak leaves small firms reeling amid fears of possible ‘spillover effects’ on nearby cities

•   SCMP: Can China boost its birth rate by adopting the Nordic position? Scandinavian baby-making secrets may need a change in mindset

•   SCMP: China’s yuan could become world’s ‘currency of choice’ by 2050 under dual circulation plan

•   SCMP: Coronavirus: Indonesia cases highest since February; South Korea exempts some vaccinated travellers from quarantine

•   Caixin: Cover Story: China Pushes Hydrogen Energy to Achieve Carbon Goals

•   Caixin: Eastern China Province Aims to Raise Per Capita GDP 30% by 2025

•   Caixin: Beijing Urges Better Control Over Local Government Debt

•   Caixin: Caixin New Economy Index Moves Up on Increase in Capital Investment

•   Caixin: Don’t Bet on the Yuan If You Don’t Want to Lose Money, Forex Chief Warns - Caixin Global

•   Nikkei Asia: China hot on heels of US in cutting-edge green tech research

•   Nikkei Asia: Abe and allies shape Indo-Pacific policy from shadow of parliament

•   Nikkei Asia: Nissan to end development of sedans in Japan

•   Nikkei Asia: Toyota speeds up carbon-zero target for factories to 2035

•   Nikkei Asia: Honda and Ford join push to set global rules for EV battery emissions

•   Nikkei Asia: Geothermal power sector gains steam in renewable energy race

•   Nikkei Asia: Decade-high food prices hit Asian consumers and businesses

•   Nikkei Asia: America won't abandon Taiwan,' says Sen. Duckworth

•   Mainichi: 4 nuclear reactors' worth of renewable electricity wasted in southwest Japan

•   Japan Times: Rethinking housing priorities in Japan in the wake of COVID-19

•   Economic Times: India's vaccination drive picks up pace in June, but still isn't fast enough

•   Mint: Coronavirus can stay on surfaces of patient rooms, hospital floor, finds new study

•   Power Engineering: Hydropower must ramp up to meet net zero goals

•   OilPrice.com: Norway Isn’t Giving Up On New Oil Development

•   OilPrice.com: World’s Top Oil Firms Boosted Q1 Combined Profits To $46 Billion

•   MINING.com: Peru copper output at risk as leftist Castillo leads in presidential election

•   MINING.com: Solid-state battery deployment expected by mid-decade — report

•   MINING.com: Researchers, consortium to push for higher uptake of lead batteries

•   Equipment Journal: Caterpillar introduces 10 new tandem and combination utility compactors

•   For Construction Pros: Wind Turbines Fuel Construction Crane Growth

•   Modern Materials Handling: Ergonomics, on or off the truck

•   DIGITIMES: Automotive IC market share slips in 2020

•   Robotics & Automation News: Geek+ and Circle K implement ‘Asia’s largest smart warehouse for grocery deliveries’

•   Robotics Tomorrow: New FAA Rules Will Increase Drones in Manufacturing Facilities

•   Robot Report: Nvidia to acquire high-definition map maker DeepMap

•   매경: 공무원 나라 일본, 2000년 이후 중앙정부 공무원 절반 줄였다

•   매경: [단독] 한국서도 가상화폐 펀드 나오나…권은희 이달 발의

•   매경: 30대 그룹 ESG위원 '교·육·남'이 꽉잡았네

•   매경(P1): 중소기업 사상 최악 인력난…외국일손 입국률 겨우 1%

•   매경: 7월부터 월급 15% 깎인다…플라스틱숙련공 "투잡 안뛰면 저녁 굶는 삶"

•   매경: 탄력근무제, 있어도 도움이 안 된다

•   매경: "주52시간發 뿌리산업 숙련공 이탈 막아야"

•   매경(P1): 사립대 10곳 중 7곳 적자…적자 4200억 사상 최대

•   매경: 엉뚱한 사람 도장받아 재개발?…2·4대책 '위헌의 늪'

•   매경: 與, 농민이면 소득 안따지고 현금주겠다

•   매경: "4차산업혁명 올인해야 선진국 추격 가능"

•   매경: 코로나 취약층 대출, 내년까지 상환 유예

•   매경: 가계부채, 규모·증가세 세계 최고 수준

•   매경: 로봇이 약 챙겨주고 말벗돼주고…열 자식 안부럽다 [스페셜 리포트]

•   매경: [단독] 기아차, 11월부터 로봇 입고 공장서 일한다…국내 첫 도입

•   매경: 정의선 두달만에 또 미국갔다…현대차 투자 직접 챙길 듯

•   매경: 삼성SDI 차세대전지 양산 임박…연내 BMW공급

•   매경: 2년 5개월새 26배 늘었다…연금투자 개미, ETF 몰려

•   매경: "금리 변동 줄이자"...단기채 펀드에 뭉칫돈 몰렸다

•   매경: 거래소, 시총 상위 10개사 구성…코스피200 TOP10 지수 발표

•   매경: 서울, 노후아파트 늘어나…준공 50년 이상만 173개동

•   매경: 일감 느는데…울산 조선업 구인난에 발동동

•   한경(P1): 성장동력 확보 수단 기업분할 공시 급증

•   한경: 분할 후 두산 108%↑ 코오롱생명 19%↓…성장성·실적이 주가 갈라

•   한경: 배터리·바이오·K엔터까지…기업분할, 4차 산업혁명 '부스터' 됐다

•   한경: 소액주주들 "알짜 떼어내면 주가 충격"

•   한경(P1): 이주열의 더 강해진 연내 금리인상 신호

※   한국은행: 한국은행 총재, 창립 제71주년 기념사

•   한경: '매파색' 더 짙어진 이주열, 강해진 금리 인상 '시그널'

•   한경: 현대重·한화시스템·KAI…'K해양방산' AI·無人 기술로 무장

•   한경: 누그러진 '인플레 공포'…성장株 고개 들까

•   한경(P1): 문 대통령 '백신 외교' 결실 맺나…獨 '깜짝 계약' 후보 거론

•   한경: '10조 고가매입 논란' 현대차 GBC 부지…땅값 22조로 올랐다

•   한경: "플랫폼 노동자 증가로 재정 수입 수조원대 감소"

•   한경: "서울서 집 장만하셨네요? 대출 회수합니다" 날벼락

•   한경: "월세 받는 건물주 된 듯"…매월 따박따박 돈 입금된다는 투자

•   한경: 묻지마 따상' 노렸다간 낭패…"이젠 공모주 옥석 가려야"

•   한경: "바구니에 다시 담았다"…기관·외국인 동반 베팅한 '6월 톱픽'

•   서경(P1): 업비트도 '잡코인 퇴출' 현실화···투자자 불만 폭발

•   서경(P1): 거래된 10채 중 4채 1억 이하···지방 초저가 아파트마저 동났다

•   서경: 7,400만→1.2억 껑충···지방 1억이하 갭 투자 ‘싹쓸이’

•   서경: 삼성, 美 투자 앞두고 반도체 팹 설계 인력 뽑는다

•   서경: 삼성·SK, ‘초고층’ 176단 낸드 양산 놓고 경쟁 치열

•   서경: 인플레에 내성 생겼나···연기금 1년來 최대 순매수

•   서경(P1): 해상운임 8배 폭등···수출 포기해야 할판

•   서경: 美 블프 등 하반기 '물동량 쓰나미' ···"최악 상황 시작도 안했다"

•   서경: 물류비 이어 보관료도 급등···中企들 '망연자실'

•   서경: 항만 적체 겹쳐···치솟는 컨선 운임지수

•   서경: 돼지고기값 뛰자, 햄 500원·삼겹살 1,700원 껑충···국민간식 라면도 오를 듯

•   서경: 금융위, 암호화폐 거래소 '먹튀' 송곳 감독

•   서경: '선언적' ICO 금지가 잡코인 쏠림 불렀다

•   서경: 당정이 밀어준다더니···형평성 논란에 힘 빠진 '반도체 특별법'

•   서경: [서경이 만난 사람] 김용진 "국민연금이 ESG 평가기준 직접 수립···룰메이커로 나설 것"

•   서경: 정계보다 앞선 재계 젊은 리더십... 사업은 과감히 재편, MZ와도 소통

•   서경: '공정하게 공감되게'...조직문화도 혁신중

•   서경: OLED 약진...LG, 올 TV로만 '영업익 1조' 보인다

•   서경: 한국조선해양-대우조선 기업결합 관련 EU 심사 미뤄진다

•   서경: [단독] ‘타다’가 남긴 유산 플랫폼운송사업 심사 개시··· ‘新모빌리티 대전’ 막 올랐다

•   서경: 반도체주에 지친 동·서학 개미 '팔자'

•   서경: 세입자 울리는 ‘재건축 2년 실거주’ 규제··· 폐지 목소리 커진다

•   조선(P1): 같은 단지·평수인데… 오피스텔 9억, 아파트는 4억8000만원

•   조선(P1): [알립니다] “트럼프가 바꾼 美中관계 경로, 바이든이 유지하길”

•   조선(P1): [NOW] 손님도 기사도 손해… 카카오의 택시 독점

•   조선(P1): 光州 자영업자의 분노 “강남좌파가 서민 생태계 파괴”

•   조선: 1명에게 5명분 투여했다... 곳곳서 백신 접종 오류

•   조선: 美마이크론, 日·대만과 협력 강화... 반도체 밀월 바라만 보는 삼성

•   조선: 경쟁 당국이야? 상생 당국이야? 공정위 직원들의 어리둥절

•   조선비즈: [진단, 물가 불안]③ 정부 ‘돈 풀기’ vs 중앙은행 ‘돈줄 조이기' ...막 내리는 확장적 재정·통화 ‘정책 동맹’

•   조선비즈: 코로나19 감염 재생산지수 1.02… 전주보다 소폭 상승

•   조선비즈: ‘백신 속도전’ 누적 접종 1180만명 넘어…접종률 23%

•   조선비즈: 7월부터 병원에서도 화이자 백신 접종… 당국 “의료계 의견 수렴”

•   조선비즈: 탈원전에 국내 원전 사업 차질… 한수원, 해외서 활로 찾는다

•   조선비즈: [지배구조 톺아보기] 중간지주 체제로 가는 현대重, 정기선 부사장 신사업도 속도

•   조선비즈: “글로벌 인플레·가계부채 등 금융시스템 리스크…긴축 대비해야”

•   조선비즈: [단독] KDI 원장 심사委, 親文·親정부로 과반수 이상…“소주성 홍장표 선임은 정해진 결과”

•   중앙(P1): 연 2%대 퇴직연금으로 노후 대비? 경쟁 없는 시장서 운용사만 배불렸다

•   중앙: ‘그림자 나랏빚’ 공공기관 부채, 문 정부서 50조 늘었다

•   중앙: ‘소주성’ 홍장표 KDI원장, 막말 김우남 마사회장…공공기관 부담 키운 낙하산들

•   중앙: 독일·프랑스·영국 ‘재정 정상화’ 시동, 한국은 확장 재정 계속

•   중앙: [View & Review] 2년 뒤엔 주식양도세 폭탄? 내년 말 종가에 달렸다

•   중앙: 같은 배터리 쓰는 두 전기차, 최대주행거리 46㎞ 차이 왜?

•   동아(P1): 경기장-콘서트장부터 일상회복 실험…“떼창은 안돼”

※   복지부: 현재 사회적 거리두기 단계 유지(수도권 2, 비수도권 1.5단계)

•   동아(P1): 해외접종 입국자도 7월부터 격리면제

•   동아: “日, G7정상회의 한국 포함 방안 반대”

•   동아: 文대통령-스가 첫 만남… 약식회담은 불발

•   동아: 국가채무 1초에 305만원씩 불어… 1인당 내년 2000만원 넘을듯

•   동아: 항공사들 “괌-사이판으로 여름휴가를”… 국제노선 속속 재개

•   동아: “한국도 美-유럽-日처럼 희토류 中의존도 낮출 자체 공급망 구축 시급”

•   동아: [단독]글로벌 기업 CEO들 “기후정책 혁신” G7에 촉구

•   동아: 전경련-美상의 등 G7정상에 “백신 보급 확대를”

•   동아: 지난해 100대 기업 영업이익 2.5% 줄어

•   동아: 기업 42% “친환경 신사업 위해 세제-금융 지원 시급”

•   문화(P1): 줄어들던 세금 분쟁 文정부 들어 급증세

•   문화: “내수개선 흐름 이어져…지속적 물가상승엔 회의적”

※   기재부: [보도참고] 2021년 6월 최근 경제동향

•   국민: ‘예타 면제’ 내로남불… 보수정권 때보다 文정부가 훨씬 많다

•   국민(P1): 지역 격차 줄인다는 예산, 서울 ‘527%’ 전국 최고 증가 [이슈&탐사]

•   서울(P1): [단독] 이유 있는 통근 격차… 서울 지하철역 25% ‘강남 쏠림’

•   머니투데이(P1): 지난달 증가한 취업자 10명 중 3명, '60세 이상 임시직'

•   머니투데이(P1): 손 내민 바이든 '머쓱'케 하는 원안위…신뢰성엔 도움될수도

•   머니투데이: 철강vs조선, 하반기 후판 가격 협상 신경전 돌입

•   머니투데이: 세계 3대 반도체 학회 기조연설 나선 삼성…'파운드리 비전' 제시

•   머니투데이: 셀트리온, 진화형 렉키로나 개발중..."3분기 임상 돌입"

•   머니투데이: 코스피 3300 허들 넘나, 백신 접종률 23%에 경기재개 기대감 ↑

•   머니투데이: 판 커지는 '에너지얼라이언스'…두산퓨얼셀·SK가스 '합류'

•   MTN: [MTN현장+]두산중공업으로 본 풍력산업의 '민낯'..수주에만 10년

•   더벨: 업계 흐름은 디지털·글로벌…더딘 오리콤

•   헤럴드경제: “‘녹색에너지로 움직이는 세상 만들기’가 회사 비전” [H.eco forum 2021-‘기후위기시계’를 마주하다]

•   헤럴드경제: “재생에너지 ‘규모의 경제’ 못하면 새 일자리·투자 유치서 소외될 것” [H.eco forum 2021-‘기후위기시계’를 마주하다]

•   헤럴드경제: 소득대비 가계부채율 200% 첫 돌파

•   헤럴드경제: 개인투자자 ‘탄소 선물거래’ 길 열리나

•   헤럴드경제: 勞 “고용승계” vs 使 “노조법 보완” 6월 임시국회 겨냥 ‘입법전쟁’ 후끈

•   헤럴드경제: 정기예금 14개월來 최대 증가...금리인상 대비용?

•   헤럴드경제: 외국계 ‘매도’ vs 국내 ‘매수’...리포트 대전

•   헤럴드경제: 갤럭시Z폴드3-아이폰13...부품株 삼성의 판정승?

•   파이낸셜뉴스(P1): "농특세 더이상 못낸다" 폐지 요구 봇물

•   파이낸셜뉴스: 외인·기관은 두고 개미만 잡는다? 주식양도세도 조세형평성 논란

•   파이낸셜뉴스: 한은 ‘디지털화폐’ 속도… 全금융권 대상 설명회 연다

•   아시아경제: 세계 최대 수상태양광 등…전력공기업 7개사, 탄소중립 앞장

•   디지털타임스(P1): 유통發 산업구조 빅뱅

•   디지털타임스: 이란산 원유 들어오나… 원가절감에 기대감 커진 업계

•   이데일리(P1): [현대차 中공략]"반등 위해 전용모델·가성비 등 특단대책 필요"

•   이데일리: "잔디깎기부터 의료폐기물 처리까지"… LG전자, 로봇사업 박차

•   이데일리: 유동성 막차타고 기업분할 `러시`…투자전략은?

•   이데일리: [마켓인]M&A 빅딜 쏟아진다…6월 역대급 '쩐의 전쟁' 본격화

•   연합: 오늘 400명 안팎…야구장-축구장에 좌석수의 30~50%까지 관중 입장

•   연합: 탈핵단체 "신고리 화재 때 설계시스템 미작동…원인 공개해야"

•   연합: 자동차연구원 "e-fuel, 자동차 연료로 석유 대체 가능"

•   뉴시스: [단독]원전 수출은 지원한다는 정부…자문기구, 법제화 촉구

•   KBS: 세계 1위 한국 선박이 중국으로 수리하러 가는 이유는?

•   이투데이: 굴착기 출시 행사도 라방…유튜브에 빠진 두산ㆍ현대건설기계

•   아주경제: [단독] 한전 발전 이력쌓기 욕심에...SK E&S, 도미니카 LNG발전소 수주전 '승기'

•   이뉴스투데이: [단독] 몸집 커진 태양광 시장…피크 기간 거래량 1년새 100억 늘었다

•   더구루: [단독] 한수원·두산重, CPIA와 韓서 극비회동…'8조' 체코원전 수주 청신호

•   더구루: 한수원, 한빛·한울 원전 원자로 헤드 교체 추진

•   아시아타임즈: [마켓Q] '두슬라' 무시하나?...한신평 "두산중공업, 실적안정화 예상 어려워"

※   한국신용평가: 두산그룹 계열사 정기평가 결과 - 두산: 완화된 계열위험 및 자체 재무안정성 반영하여 등급전망 ‘안정적’ 복귀 - 두산중공업: 실적안정화 및 재무부담 완화 수준 추가 모니터링 필요

•   에너지경제: 탄소중립위 '반쪽짜리 기구' 지적…"친정부 성향 시민단체 위주 위원 위촉"

•   에너지경제: [에너지미래포럼] "2030년 탄소감축 목표 달성 위해 앞으로 6개월이 중요…민간 투자 이끌어야"

•   전자신문(P1): [미래기업 포커스]로보티즈, '자율주행로봇'...실외배송 등 혁신 박차

•   전자신문: GS25, 로봇 배달 서비스 확대 운영

•   전자신문: 바이오 에너지, 지난달 역대 최대 전력거래…탄소중립 효과 논란도

•   전자신문: SK이노, 2025년 '파우치형 NCM 94% 배터리' 내놓는다

•   전자신문: 조선업계, 원자력 기술 경쟁 불 붙었다

•   디지털데일리: 뛰는 ‘삼성’ 나는 ‘TSMC’…삼성전자 2030년 1위 가능할까 [IT클로즈업]

•   디지털데일리: 코로나19 국산 백신은 언제?… 바이오 코로나2021 행사에서 나온 말말말

[Opinions]

•   Project Syndicate(Minxin Pei): The Party Is Not Forever

•   Project Syndicate(Gordon Brown): Vaccines for All or Vaccine Apartheid?

•   FT(Editorial Board): Post-Covid data needs careful handling

•   FT(Editorial Board): López Obrador should seize Mexico’s big opportunity

•   FT(Editorial Board): UK’s lockdown easing should be slowed

•   FT(Rana Foroohar): Storms await companies that err on climate

•   FT(Gideon Rachman): The G7 was stronger on values than hard cash

•   FT(Robert Armstrong): The bond market says ‘meh’

•   FT(John Dizard): Biden’s green push delivers boost to fossil fuel companies

•   FT(Frank Fannon): New standards needed for the clean energy technology supply chain

•   FT(Eva Szalay): Dollar traders chill after the tantrum

•   FT(Edward Price): Crypto is a transparent fad, just like fiat currencies

•   FT(Lex): Bitcoin/cryptos: a new liberal litmus test

•   FT(Lex): Carbon counter: solar panels still shine in gloomy climates

•   WSJ(Editorial Board): WHO’s on First—Again?

•   WSJ(Editorial Board): Israel’s Electoral Lessons for the West

•   WSJ(Holman W. Jenkins, Jr.): Understanding China’s Covid Propaganda

•   WSJ(Ron Dermer): The Demonization of Benjamin Netanyahu

•   WSJ(Perry Link): Beijing Protests a Lab Leak Too Much

•   WSJ(Adam O’Neal): A Scientist Who Said No to Covid Groupthink

•   NYT(Editorial Board): Revive the Iran Nuclear Deal With a Nuclear-Free Persian Gulf

•   NYT(Ross Douthat): How Joe Manchin Can Fix the Filibuster

•   NYT(Ezra Klein): What the Rich Don’t Want to Admit About the Poor

•   NYT(Timothy Egan): Biden May Be the Calm Between Two Storms

•   NYT(Bill McKibben): The Keystone XL Pipeline Is Dead. Next Target: Line 3.

•   WP(Editorial Board): Russia's FSB poisoned Putin critic Dmitry Bykov. It's chilling.

•   WP(Editorial Board): Smart money says the latest bipartisan infrastructure effort will fail. Biden should prove that wrong.

•   WP(Editorial Board): Biden’s test in Europe: Drawing red lines with Putin and Erdogan

•   WP(Jennifer Rubin): America is back. And it’s popular.

•   WP(George F. Will): Is the America of today even capable of performing great building feats?

•   WP(Alexandra Petri): ‘These new vaccine mutants are extremely disappointing,’ by Magneto

•   WP(Tom Carper, John Cornyn): The U.S. needs to learn from its TPP mistake — and get its seat back at the table

•   WP(Jim Risch): Biden wants Russia’s cooperation. But Putin thrives on chaos.

•   Bloomberg(Editorial Board): Exxon Mobil and Shell Are Told to Try Harder on Climate Change

•   Bloomberg(Editorial Board): Biden Should Cut Turkey Loose From the West

•   Bloomberg(Conor Sen): Rising Wages Herald a New Era of Jobless Growth

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is $25.6 Trillion

•   Bloomberg(Andy Mukherjee): India's Unequal Pandemic: Luxury SUVs for the Rich, Lost Homes for the Poor

•   Bloomberg(Julian Lee): Climate Change: Bashing Big Oil Won't Save the Planet

•   Bloomberg(Michael R. Strain): CDC's Failure on Covid Is Lesson for Next Pandemic

•   Bloomberg(Timothy L. O'Brien): It’s Israel’s Turn to Confront Trumpism

•   Bloomberg(Andreas Kluth): NATO and U.S.-EU Summits: Joe Biden Should Support a European Army

•   Bloomberg(Matthew Yglesias): Infrastructure Bill Deal: Congress Can Spend Now, Pay Later

•   Bloomberg(Andrea Felsted): Britain’s Lockdown Legacy? Getting Out of London and to Dorset, Cornwall

•   Bloomberg(Max Hastings): Biden’s Europe Trip Is an End Not a New Beginning

•   CNN(David A. Andelman): What Biden needs to prove to G7 and NATO allies

•   MarketWatch(Satyajit Das): Stock investors have come to a fork in the road — and their options are limited

•   MarketWatch(Michael Brush): Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare

•   MarketWatch(Brian Lasher): A more accurate inflation indicator is painting a bleaker picture for rising prices

•   매경(사설): 한국 대표 기업의 수소협의체 출범, 시너지 효과 기대한다

•   매경(사설): 신한울 1호기 운영허가 또 불발, 국민부담만 계속 커진다

•   한경(사설): 4개 그룹 '수소 어벤저스' 출격…글로벌 초격차 선봉장 되길

•   조선(안준호): 탈원전하며 SMR 수출한다니

•   조선(최재혁): ‘월성 3인방’ 기소에 숨겨진 폭탄

•   문화(서균렬): ‘코드’ 탄소중립委 재구성 시급하다

•   헤럴드경제(사설): 수소기업 협의체, 탄소중립 실현의 민간 구심점되길