Business Intelligence Monitor 210616

(Introduction)

[Markets]

•   Global: Wall Street retrenches and awaits Fed while oil surges

•   Metals: Copper hits 7-week low as funds, traders cut long positions

•   Iron ore: Iron ore price up as Western Australia calls for reset on China ties

•   Grains: Soy eases on improved U.S. weather view; corn mixed

•   한국: 코스피, 이틀 연속 사상 최고치 경신…개인 2천억 순매수

•   한국: 네이버 제친 카카오…시가총액 3위 질주

•   한국: 두산그룹주 소폭 등락 갈려, 두산인프라코어 상승 두산 하락

[Indicators]

•   US May Retail sales·Industrial production: Retail Sales Dropped 1.3% in May as Pandemic Shopping Habits Shifted

※   WSJ: America’s Post-Covid-19 Shopping Spree Will Be Bumpy

•   US May PPI: U.S. Producer Prices Rose Strongly in May, Adding to Inflation Pressures

•   US Jun. NAHB housing market index: U.S. Homebuilder Sentiment Falls to 10-Month Low on Cost Concern

•   US Jun. Empire State manufacturing index: N.Y. Fed's Empire State manufacturing business index declines in June

•   UK May Employment: UK employment picks up as restrictions ease

•   India Weekly Employment: India’s Jobless Rate Slides in Signs Economy Is Turning Around

•   한국 4월 통화 및 유동성: 4월 통화량 50조↑…월간 증가폭 사상 최대

•   한국 5월 부동산시장 소비자 심리: 전국이 불장?…서울·경기·지방 ‘주택 매수 심리’ 세졌다

[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: U.S. and EU Agree to Suspend Airbus-Boeing Trade Fight

※   White House: U.S.-EU Summit Statement

※   White House: FACT SHEET: U.S. – EU Understanding on a Cooperative Framework for Large Civil Aircraft

※   White House: FACT SHEET: Rebuilding, Revitalizing, and Raising the Ambition of U.S.-EU Relations

•   WSJ: The End of the Boeing-Airbus Spat Begins the Aviation Battle With China

•   WSJ: Putin Meeting to Test Biden’s Bid to Rally Western Allies

•   WSJ: Vladimir Putin’s Encounters With Joe Biden’s Predecessors

•   WSJ: Back-to-Back Rebukes of China Mark a Turning Point

•   WSJ: House Panel Approves China Scientific Competitiveness Bill

•   WSJ: Biden Makes Ambassador Picks for NATO, Israel, Mexico

•   WSJ: AstraZeneca Covid-19 Antibody Treatment Suffers Setback

•   WSJ: The Delta Covid-19 Variant: What We Know

•   WSJ: Risks Rise to Both the Fed’s Inflation and Employment Goals

•   WSJ: China Repackages Its History in Support of Xi’s National Vision

•   WSJ: Israeli Nationalists March in Jerusalem as Hamas Calls for Confrontation

•   WSJ: Lumber Prices Are Falling Fast, Turning Hoarders Into Sellers

•   WSJ: Uranium Investors Have Become Overly Reactive

•   WSJ: Lina Khan, Critic of Large Tech Firms, to Lead Federal Trade Commission

•   WSJ: Maritime Regulator Sets Carbon Measures Amid Dissent

•   WSJ: Covid-19 Rent Breaks for Retailers Are Becoming the New Norm

•   WSJ: People Are Returning to Restaurants, Stores and Hotels. But Not Yet the Office.

•   NYT: New York Lifts Most Virus Rules, in a ‘Return to Life as We Know It’

•   NYT: California, the most populous U.S. state, drops restrictions with a mix of joy, worry and anger.

•   NYT: Scientists Report Earliest Known Coronavirus Infections in Five U.S. States

•   NYT: Many patients who previously had Covid-19 are experiencing new medical problems, a study found.

•   NYT: What are the roadblocks to a ‘vaccine passport’ in America?

•   NYT: Once, Superpower Summits Were About Nukes. Now, It’s Cyberweapons.

•   NYT: Asian countries that tamed the virus find that reopening is more difficult.

•   NYT: Why Asia, the Pandemic Champion, Remains Miles Away From the Finish Line

•   NYT: Israel ends its indoor mask mandate after a robust vaccination campaign.

•   NYT: Russia and China Team Up for a Space Race With the U.S.

•   NYT: Inside Amazon's Employment Machine

•   WP: Biden takes steps to rein in ‘forever wars’ in Afghanistan and Iraq

•   WP: The seven industries most desperate for workers

•   FT: US warns EU against anti-American tech policy

•   FT: EU and US hunt for trade breakthrough under new relationship

•   FT: Governments need ‘portfolio of vaccines’ to beat Covid, says EMA head

•   FT: Johnson damps businesses’ hopes after extending England’s lockdown

•   FT: Businesses warn of lost summer as England’s lockdown is extended

•   FT: MPs demand power to scrutinise UK’s post-Brexit trade deals

•   FT: Brexit a ‘one-off’ chance for UK to escape EU red tape, says task force

•   FT: Biden, Putin and the new era of information warfare

•   FT: Fed urged to aid money market funds as negative rates loom

•   FT: China flies record number of fighter jets towards Taiwan

•   FT: The hat and the pencil: who is Peru’s president in waiting?

•   FT: Algeria on the brink as pandemic and low oil price take their toll

•   FT: India’s Covid calamity exposes weakest link in US-led ‘Quad’ alliance

•   FT: EU freezes 10 banks out of bond sales over antitrust breaches

•   FT: Why is Wall Street’s fear gauge so low?

•   FT: China approves highest-ever outflows for mainland investors

•   FT: What tech investors are looking for in China

•   FT: Oil likely to hit $100 a barrel, say top commodity traders

•   FT: Climate activists launch fresh legal challenge to Norway’s Arctic drilling

•   FT: The brewing fight between Big Oil and SEC

•   FT: PwC to boost headcount by 100,000 over five years

•   FT: Airbus/Boeing deal explained: what is in it and what happens next

•   Bloomberg: China Blasts ‘Ill’ U.S. as Biden Rallies Allies on Europe Trip

•   Bloomberg: China’s Nuclear Drama May Be Less Alarming Than the Politics Behind It

•   Bloomberg: World’s Bubbliest Housing Markets Flash 2008 Style Warnings

•   Bloomberg: Millions of Missing Jobs Should Make Inflation Hawks Think Twice

※   ILO: Domestic work – Convention C189: 10 years on, domestic workers still fight for equality and decent work

•   Bloomberg: Fed Poised to Crawl Onto ‘Knife Edge’ to Rein In Record Largesse

•   Bloomberg: Asian Central Banks Build Dollar War Chests as They Gird for Fed

•   Bloomberg: White House Counsels Bipartisan Patience as House Democrats Stir

•   Bloomberg: GOP Senators Rosy on Bipartisan Infrastructure Proposal

•   Bloomberg: China’s Consumer Recovery Will Give Clues to Economy’s Outlook

•   Bloomberg: Brazilians Grow Unhappy and Angry as Inequality Hits Record

•   Bloomberg: World’s Most Hawkish Central Banker Is Losing Inflation War

•   Bloomberg: Nigeria’s Cratering Economy May Become Africa’s Biggest Threat

•   Bloomberg: BOJ Is Said to See No Need for Extra Bond-Buying Tweaks for Now

•   Bloomberg: Philippines Tops Asian Forecasts for Lower GDP, Faster Inflation

•   Bloomberg: Canada’s Housing Market, World’s Second Bubbliest, Starts to Look Fatigued

•   Bloomberg: China Escalates Crackdown on $1 Trillion Wealth Product Market

•   Bloomberg: GM and Wabtec Agree to Make Electric and Hydrogen-Powered Trains

•   Bloomberg: Siemens Energy Swarmed by Countries Wanting Wind-Turbine Plants

•   Bloomberg: Biden Weighs Small Cut to Biofuel Targets in Nod to Refiners

•   Bloomberg: Big Oil Must Work Harder to Slash Africa Emissions, WoodMac Says

•   Bloomberg: Gas Is So Scarce in Europe That Coal Is Making a Comeback

•   Bloomberg: Texas, California Gird for Power Shortfalls as Heat Bakes West

•   Reuters: EU, U.S. agree to talk on carbon border tariff

•   Reuters: EU wants faster vaccine production in "age of pandemics"

•   Reuters: EU's new strategy on Russia: push back, constrain, engage

•   Reuters: BoE's Bailey promises 'tough love' for fintech firms

•   Reuters: UK's Bellway forecasts strong home sales, order book balloons

•   Reuters: Japan to ship 1 mln COVID-19 vaccines to Vietnam on Wednesday

•   Reuters: U.S. solar installations soared in first quarter, supply squeeze weighs

•   Reuters: Explainer: What happened at China’s Taishan nuclear reactor?

•   Reuters: Analysis: Nvidia's closing of $40 bln Arm deal could hinge on Europe

•   AP: Analysis: Subdued Iran vote will still impact wider Mideast

•   CNBC: EU-China investment deal is still possible — but not before 2023, analyst says

•   CNBC: China's top EV car makers predict new energy vehicles will dominate

•   CNBC: Hydrogen planes, electric propulsion and new regulations: Aviation is changing

•   SCMP: ‘No abnormal radiation’: China says Taishan nuclear power station running safely

•   SCMP: Taiwan Covid-19 vaccines may be too late for US emergency approval

•   SCMP: China’s closed borders ‘a real problem’ for foreign business operations amid coronavirus

•   SCMP: Will G7 climate pledge prompt Asian governments to ditch coal or lean more heavily on China?

•   SCMP: China’s Big Tech puts the brakes on community group buying as government scrutiny increases

•   Caixin: China’s Robust Oil Demand Recovery Underpinned by Gasoline Surge - Caixin Global

•   Nikkei Asia: Japan's lower house rejects Suga Cabinet no-confidence vote

•   Nikkei Asia: Japan's slow COVID vaccine rollout gets corporate kick-start

•   Nikkei Asia: Japan restricts land deals near strategic assets

•   Nikkei Asia: Honda discontinues fuel cell car Clarity on weak demand

•   Nikkei Asia: Line in the sand: Chinese dredgers are stealing Taiwan, bit by bit

•   OilPrice.com: OPEC+ Alliance Has Been Key In Oil Market Recovery

•   Verge: Windows 11 leak reveals new UI, Start menu, and more

•   DIGITIMES: Notebook brands to replace copper components with aluminum-alloy

•   Hannover Messe News: Europe's first fully digitized semiconductor factory starts in Dresden

•   매경(P1): 與 "광복절 개천절 한글날 성탄절 대체휴일 적용"

•   매경(P1): 수상한 부동산거래, 데이터로 잡아낸다

•   매경: 연초엔 공기업 예산 집행 부추기고…연말엔 아끼라는 정부

•   매경: 이재명 50만원, 조정훈 30만원…표심흔드는 달콤한 유혹 기본소득, 문제는 돈

•   매경: 도크마다 LNG선 꽉찼다…삼성중공업 조선소 가보니

•   매경: 삼성 '고성능D램+낸드' 칩 양산…중저가 5G 스마트폰 시대 성큼

•   매경: 펀드업계 고수, ESG로 맞붙는다…자금확보 총력전

•   매경: "강북만 더 죽으란 소리냐"…재개발 조합원 양도금지에 양극화 심화되나

•   매경: 40~60대 아스트라 백신 맞은 게 무슨죄? 접종 혜택, 어느 세월에…

•   한경(P1): 테크핀의 공습…대출시장 빅뱅

•   한경(P1): 문재인 대통령 백신외교…큐어백도 위탁생산하나

•   한경: '백신 생산기지'로 韓 콕찍은 큐어백…'K바이오' 일낼까

•   한경: 국민 4명 중 1명 백신 맞았다

•   한경: 광주 붕괴사고에…시행도 안된 중대재해법 고친다는 與

•   한경: 화력발전세 놓고 지자체·부처 국회서 충돌

•   한경: 내년 최저임금, 월급이냐 시급이냐…노사 격돌

•   한경: "매출 100억 미만 中企 세무조사 면제를…승계 규제 풀어달라"

•   한경: 공정위, 두산중공업 조사 막바지

•   한경: "비용 9분의 1로 줄인 진공 증착 기술…마이크로 LED TV 생산에 사용될 것"

•   한경: 셀트리온 코로나 치료제, 회복기간이 늘어난 까닭은

•   한경: UNIST, 온실가스로 수소 생산하는 촉매 개발

•   서경(P1): 금통위원 6명중 4명 "하반기에 금리인상"

※   한국은행: 금융통화위원회 의사록(2021년도 제10차)(2021.5.27)

•   서경: "빚투, 이자비용 상승 대비"...'안전벨트 매라' 강력 경고

•   서경(P1): 文의 전방위 백신외교···北, 테이블에 앉히나

•   서경(P1): 글로벌 인재전쟁, 한국이 안 보인다

•   서경: "매출 상위 20%만 재무 개선...기업 곳간도 K자형 양극화"

※   한국경제연구원: 팬데믹 1년, 기업 자금사정 ‘K’ 자형 양극화

•   조선(P1): 정부, 수도권 6인 모임 허용 검토... 노래방·식당 자정 영업도

•   조선(P1): 탈원전 후폭풍, 내달 910만가구 전기료 인상

•   조선(P1): 어르신은 오늘도 ‘노인稅’ 냈다

•   조선: 66m 로켓도 찍어낸다... 우주 3D 프린팅시대

•   조선비즈: [단독] 정부, 하이브리드車 개소세 감면 등 세제혜택 2년 연장 추진

•   조선비즈: 우드맥킨지 “韓, 탄소감축 목표 달성 어렵다… 원자력 활용해야”

•   조선비즈: “부품난에도 올해 글로벌 스마트폰 14억대 출하, 5G폰 내년부터 대세”

•   조선비즈: 철강·조선 후판價 줄다리기, 인상 가능성 키우는 요인 셋

•   IT조선: LG엔솔, 中 제외 배터리 시장 1위…CATL 4위 안착

•   중앙: 탈원전 내걸었지만, 전력 모자라자 원전 돌려 메웠다

•   중앙: 미국도 돕고 산은도 돕는다…두산중 “터빈을 돌려라”

•   중앙: 집콕 끝나면 TV 수요 뚝…LCD 패널 호시절 끝나나

•   동아: [단독]원전수출 외치며 한전공대는 ‘탈원전’… 채용 교수 22명중 원자력 전문가 0명

•   문화(P1): “文대통령, 올림픽 訪日… 정상회담 타진”

•   문화: “이미 인플레 초기단계…고위험군 가계부채 관리 시작해야”

•   문화: 올들어 3대 물가관련 지표 ‘모두 우상향’

•   세계(P1): “北, 완전한 비핵화해야” G7보다 더 나아간 나토

•   머니투데이(P1): 노바백스 "코로나 백신 예방효과 90%"...3분기 국내서도 맞는다

•   머니투데이: "수소는 한국이 최고?"...자존심 구긴 '기술강국' 독일의 맹추격

•   머니투데이: [단독]책 출간 늦춘 김동연...밥퍼 봉사로 대권 시동

•   머니투데이: 현대重그룹, 내년까지 계열사 3사 상장…수소 전환 실탄 마련

•   더벨: KDB인베스트먼트, 두산인프라코어 인수 '내달 완료' 목표

•   헤럴드경제: 대기업 돈 거절하는 은행들...왜?

•   헤럴드경제: 개인 이탈 반도체...외인 ‘사자’ vs 기관 ‘팔자’

•   파이낸셜뉴스(P1): 수익률 참패 잊어라.. '제2의 월급'된 리츠

•   파이낸셜뉴스(P1): 종부세 '상위 2% 9억 초과분 과세' 가닥

•   파이낸셜뉴스: 당국 규제·금리인상 가능성에… 대출 문턱 높이는 은행

•   파이낸셜뉴스: 차세대 갤럭시Z 곧 나온다는데… 폴더블 부품株 다시 뜰까

•   파이낸셜뉴스: 반도체 부족 여파…갤럭시S21 FE 공개 미뤄지나

•   아시아경제(P1): [요즘, 신입] '공정의 힘'을 묻는다

•   아시아경제: 현대차 에어택시 상용화, 9조달러 시장선점 미래로 날아오른다

•   아시아경제: "낡은 주택규제, 주거 트렌드 역행…시장 왜곡에 자산격차 확대"

•   이데일리(P1): 文 비정규직 제로 후폭풍…신규채용 줄고 노노갈등 격화

•   이데일리: [ESF 2021]김세훈 "2035년 친환경車 시대 열린다…수소 인프라 절실"

•   이데일리: [ESF 2021]유지영 "ESG는 LG화학 성장의 핵심축…무궁무진한 기회"

•   이데일리: [마켓인]구조조정·업황·실탄…건설사 매각전에 PE 등판하는 이유

•   이데일리: [뉴스+]ESG 뜨자 '귀하신 몸' 된 환경부 전 고위직들

•   연합: '휴일 영향' 사라지자 다시 500명대…변이 확산도 '불안'

•   연합: 대기업 중국 생산법인 매출 4년새 28% 급감…한한령 등 영향

•   연합: 실형 확정에 도주한 두산家 4세 박중원 검거…인천구치소 수감

•   뉴시스: 조수애, 박서원과 연애시절 추억…불화설 끝?

•   이투데이: 두산ㆍ현대 굴착기, 중국에서 두 달 연속 판매량 감소

•   아주경제: [단독] '미·중 화약고' 떠오른 남중국해 유사시 봉쇄 검토한다

•   더구루: [단독] 두산퓨얼셀, 美 연료전지 발전소 착공 연기

•   월요신문: 두산건설, 교통 개발 호재로 경영정상화 속도낸다

•   에너지경제: 한전 '석탄화력 대신 LNG복합'…금융지원 중단 영향

•   전자신문(P1): [단독]롯데·신세계그룹, 전기차 충전사업 직접 한다

•   전자신문: 정부, 해상풍력 확대에 '힘' 준다…REC 가중치 최대 4.0 이상 상향 검토

•   ZDNet Korea: "사람과 로봇의 공존 꿈꾼다"...기계연, 미래 사회 로봇 개발에 앞장

•   ZDNet Korea: 정부, 10년 내 14종 이산화탄소 포집 상용화 목표

•   로봇신문: 올해 5월 中 로봇산업 투자 5200억원 돌파

•   물류신문: 미래 육상운송 수단 수소트럭, ‘이것’ 먼저 풀어라

[Opinions]

•   Project Syndicate(Barry Eichengreen): The Logic of Effective Climate Action

•   Project Syndicate(Georg E. Riekeles): Switzerland’s Brexit Moment

•   Project Syndicate(Dalia Marin): Is Globalization Harming Innovation?

•   Project Syndicate(Felipe Larraín, Pepe Zhang): How Latin America Should Navigate US-China Tensions

•   FT(Editorial Board): A US-Russia summit of meagre expectations

•   FT(Editorial Board): Good UK trade policy should start at home

•   FT(Martin Wolf): The US should spurn the false promise of protectionism

•   FT(Janan Ganesh): Britain can expect few favours from Biden

•   FT(Martin Sandbu): After the UK comes Italy’s moment as global convening power

•   FT(Andrew Weiss): Biden’s summit with Putin offers a chance to reaffirm US resolve

•   FT(Ian Harnett): The coming regime shift towards capital-heavy companies

•   FT(Lex): Tech: Lina Khan appointment does not mean companies will break apart

•   WSJ(Editorial Board): The Making of an Electric-Vehicle Fiasco

•   WSJ(William A. Galston): Lessons From an Israeli Crack-Up

•   NYT(Bret Stephens): Israel’s Coalition of Patriotic Traitors

•   NYT(Serge Schmemann): Biden and Putin Have Bigger Problems Than Biden and Putin

•   NYT(Noga Tarnopolsky): This Is the Prime Minister of Israel You Don’t Know

•   NYT(Mike Konczal, J.W. Mason): How to Have a Roaring 2020s (Without Wild Inflation)

•   NYT(William D. Cohan): The Fed Cannot Control Its Easy-Money Monster

•   WP(Charles Lane): The tragic decay of a Latin American success story

•   WP(Daniel W. Drezner): The progressive case against NATO is weird

•   WP(Joanne Meyerowitz): The G-7 discussed a new global tax. But we could be even more ambitious.

•   WP(Katrina vanden Heuvel): Biden has an opportunity to begin rebuilding the U.S.’s fractured relationship with Russia

•   Bloomberg(Editorial Board): How Biden Should Deal With Putin

•   Bloomberg(Mohamed A. El-Erian): Fed Needs to Take Action Despite Its Framework

•   Bloomberg(David Fickling): Nuclear Leak at China’s Taishan Plant Isn't as Troubling as How It Was Handled

•   Bloomberg(John Authers): How Biden Should Deal With Putin

•   Bloomberg(Marcus Ashworth): Bond Market Has a $970 Billion Sheriff in Town

•   Bloomberg(Chris Hughes): After Exxon, Activism's Next Shareholder Victory Could Be the S in ESG

•   Bloomberg(Eli Lake): Putin’s Opposition Needs U.S. Protection to Thrive Online

•   Bloomberg(Bobby Ghosh): Iran’s Election Is All About Supreme Leader Khamenei’s Toxic Legacy

•   Bloomberg(Lisa Abramowicz): Everyone’s a Rising Star When Debt Is Cheap

•   Bloomberg(Andrea Felsted, Mark Gilbert): Boris Johnson’s July 19 Reopening Delay Won’t Kill the Great British Summer

•   CNN(Jim Langevin, Michael T. McCaul): Biden's historic opportunity with Putin

•   MarketWatch(Paul Brandus): Biden needs to teach Putin a lesson now

•   MarketWatch(Jeremy Michalek): I’m an EV expert, and I’m skeptical about how quickly electric cars will go mainstream in the U.S.

•   Fox News(Mike Pompeo): Biden-Putin meeting – from cyber attacks to energy policy, president must stand up to Russia

•   Reuters(John Kemp): Hedge funds bullish as oil prices hit multi-year highs

•   Reuters(Clyde Russell): Australia's LNG industry sees a somewhat green hydrogen future

•   한경(이인호): 주류경제학에서 보는 기본소득

•   조선(사설): 910만 가구 전기료 인상, 날아들기 시작하는 탈원전 고지서

•   헤럴드경제(박진규): 탄소중립 선도국을 향한 첫걸음 ‘P4G 서울 녹색미래 정상회의’