Business Intelligence Monitor 210621

(Introduction)

[Markets]

•   Global: Fed update weighs down Wall Street, adds fuel to the dollar

•   Metals: Copper heads for biggest weekly fall since March 2020

•   Iron ore: Iron ore price retreats on news of further restrictions in China

•   Grains: Corn, soy rebound after sell-off as weather risks weighed

•   Cryptocurrency: Bitcoin Drops as Hashrate Declines With China Mining Crackdown

•   한국: 코스피 3,260대 강보합 마감…카카오 4.7% 급등

•   한국: 카카오그룹, 시총 기준 국내 5대 그룹됐다

•   한국: 두산그룹주 강세, 오리콤 급등 두산중공업 두산퓨얼셀 4%대 올라

[Indicators]

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

•   US Q2 GDP Nowcast: Jun 18, 2021: New York Fed Staff Nowcast

•   UK May Retail sales: Retail sales fall in May as consumers spend more eating out

•   Japan Benchmark rate: BOJ Introduces Lending Facility for Climate Change

※   BOJ: Statement on Monetary Policy

•   Japan May CPI: Japan Inflation Gains for 1st Time Since March 2020 as BOJ Meets

•   한국 3분기중견기업 경기전망 : 중견기업 경기전망 역대 최고...원자재값·인건비 상승은 걱정

[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: U.S. Existing-Home Sales, German Business Confidence

•   Bloomberg: Maverick’s Last Shot at BOE Will Sound Inflation Alarm: Eco Week

[News]

•   WSJ: China Considers Lifting All Childbirth Restrictions by 2025

•   WSJ: Biden Marks Covid-19 Milestone of 300 Million Shots With a Warning on Variant

※   White House: FACT SHEET: 300 Million Shots in 150 Days: The President’s COVID-19 Strategy is Delivering for Americans

•   WSJ: Supply Crunch Risks Extending Into 2022, Stoking Inflation

•   WSJ: Fed’s Bullard Pencils In Rate Increase in 2022

•   WSJ: Tight Labor Market Returns the Upper Hand to American Workers

•   WSJ: Energy Department Seeks to Keep Grant-Backed Technology Jobs in U.S.

•   WSJ: West Risks Blackouts as Drought Reduces Hydroelectric Power

•   WSJ: U.S. Military to Withdraw Hundreds of Troops, Aircraft, Antimissile Batteries From Middle East

•   WSJ: Turkey Commits to Securing Afghan Airport After Americans Leave, U.S. Says

•   WSJ: Rising Covid-19 Cases Threaten Indonesia With a Deadly Surge, Dominated by the Delta Variant

•   WSJ: Palestinians Scrap Pfizer Vaccine Swap With Israel

•   WSJ: China, Other Asian Countries Vaccinate Against Covid-19 Faster Than Ever

•   WSJ: Thailand Once Shut Out Covid-19 but Is Now Pivoting to Living With It

•   WSJ: How Five Hong Kong Protesters Escaped by Speedboat and Found Freedom in the U.S.

•   WSJ: Capital Gains: A Century-Old Tax Break Gets a Rush of Attention

•   WSJ: Facebook, Alphabet Outpace Peers as Big Tech Stocks Diverge

•   WSJ: Natural-Gas Prices Are Rising With Temperatures

•   WSJ: Credit Suisse Slashes Business With SoftBank and Its Founder, Masayoshi Son

•   WSJ: American Airlines Cuts Flights to Avoid Potential Strains

•   WSJ: U.S. Plans to Spend Big on Critical Minerals; Choosing Where Isn’t Easy

•   WSJ: The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable

•   WSJ: Supply Chain Bottlenecks Drive Factory Decisions at This Maker of Boats, Motorcycles, ATVs

•   WSJ: EV Startups Are in Trouble. Investors Don’t Care.

•   WSJ: How Green Was My Tesla—and How Cheap?

•   WSJ: Microsoft’s Combination of CEO and Chairman Roles Goes Against Trend

•   WSJ: Why PCs Are Turning Into Giant Phones

•   NYT: Iranian Hard-Liner Ebrahim Raisi Wins Presidential Election Vote

•   NYT: For Biden, Iranian Hard-liner May Be Best Path to Restoring Nuclear Deal

•   NYT: A Roadblock for Iran’s President-Elect: He’s on the U.S. Sanctions List

•   NYT: Iran’s System Keeps Its Grip, Despite the Chaos (or Because of It)

•   NYT: U.S. Preparing More Sanctions Against Russia, Sullivan Says

•   NYT: Bipartisan Infrastructure Talks Collide With Democrats’ Goal to Tax the Rich

•   NYT: High Hopes for Johnson & Johnson’s Covid Vaccine Have Fizzled in the U.S.

•   NYT: A Millennial Economist Helps Power a Tax Evasion ‘Brain Trust’

•   NYT: How Republican States Are Expanding Their Power Over Elections

•   NYT: New York Faces Lasting Economic Toll Even as Pandemic Passes

•   NYT: To meet its global vaccines pledge, the U.S. seeks to replace the millions of AstraZeneca doses under review.

•   NYT: Biden Likely to Fall Just Shy of His July 4 Vaccination Goal

•   NYT: Fight Over Covid’s Origins Renews Debate on Risks of Lab Work

•   NYT: Soviets Once Denied a Deadly Anthrax Lab Leak. U.S. Scientists Backed the Story.

•   NYT: How Do They Say Economic Recovery? ‘I Quit.’

•   NYT: China’s road to 1 billion vaccine doses includes eggs, water bottles, free rides and new concern.

•   NYT: The European Union Recommends Opening to Americans to Rescue the Summer

•   NYT: Virus Cases Surge Again in Russia, Many From Delta Variant

•   NYT: Brazil Faces Severe Drought as Covid Deaths Approach 500,000

•   NYT: Taliban Enter Key Cities in Afghanistan’s North After Swift Offensive

•   NYT: In the Wake of India’s Covid Crisis, a ‘Black Fungus’ Epidemic Follows

•   NYT: Singapore allows Sinovac shots, but casts doubt on their effectiveness.

•   NYT: Traveling This Summer? Here’s What You Should Know About the Delta Variant.

•   WP: Models predict U.S. coronavirus infections could surge this fall if vaccination rates lag, former FDA chief says

•   WP: Risks and rewards: The summer that could define the Biden presidency

•   WP: Democrats will need to make Congress spend a lot more time in Washington if they want to get Biden’s agenda passed

•   WP: Thirty-nine senators who support changing or ending filibuster previously opposed doing so

•   WP: Biden struggles to sell democracy abroad when it faces challenges at home

•   WP: The United States economy is fundamentally different than it was in February 2020

•   WP: After Gaza cease-fire, Israel and Hamas revert to routine of provocation and reprisal

•   WP: A Republican former DOE official fought Exxon and won. He has a lot to say about the energy business

•   FT: EU fails in legal bid to speed up AstraZeneca vaccine supply

•   FT: UN climate talks hit a wall over tensions about finance

•   FT: Delta variant begins to spread, threatening EU’s Covid progress

•   FT: Marine Le Pen falls short in French regional vote

•   FT: EU tech policy is not anti-American, says Vestager

•   FT: Digital euro will protect consumer privacy, ECB executive pledges

•   FT: Vaccine cocktails cause headaches for Italy’s government

•   FT: UK output to hit pre-pandemic level a year earlier than forecast

•   FT: Hopes rise for shorter Covid third wave as growth in UK cases slows

•   FT: Public health experts issue warning over future England lockdowns

•   FT: Britain faces learning to live with Covid’s tragic consequences

•   FT: Johnson faces backlash on planning reform after by-election blow

•   FT: Northern Ireland’s DUP to choose another new leader on June 26

•   FT: Dover takes legal action against government over check points

•   FT: America is back — and wants everyone to focus on China

•   FT: EU agrees to step up sanctions on Belarus over forced plane landing

•   FT: UN general assembly votes to stop flow of arms into Myanmar

•   FT: Why Suga is so determined to go ahead with the Tokyo Olympics

•   FT: Cuba’s homegrown Covid vaccine shows promise

•   FT: Reflation trades pummelled as Fed shift resets markets

•   FT: Bond spreads collapse as investors rush into corporate debt

•   FT: EU clears banks barred from bond deals after ‘declaration on honour’

•   FT: Santander looks to muscle way into European investment banking

•   FT: China steps up crackdown on bitcoin mining industry

•   FT: How will the Bank of England react to the return of inflation?

•   FT: Spain’s Acciona eyes €9.8bn valuation for renewable energy IPO

•   FT: Top tech groups try to dilute ESG disclosure rules

•   FT: Russia’s Rosatom seeks to tap global transition to low-carbon fuels

•   FT: Behind the scenes at China TV: soft power and state propaganda

•   FT: How to deal with an abusive work situation

•   Times: Rishi Sunak v the PM who only wants to spend, spend, spend

•   Bloomberg: China Risks Isolation in Quest for Virus Origin, Biden Aide Says

•   Bloomberg: Don’t Count on Needing a Covid Booster Shot, WHO Scientist Says

•   Bloomberg: CureVac’s Covid Setback Shows Not All mRNA Vaccines Are Equal

•   Bloomberg: Fed’s Taper Timing Moves Into Focus After Dot-Plot Surprise

•   Bloomberg: With a Shift of Dots, the Fed Bought Itself Some More Time

•   Bloomberg: Summers Sees Fed in a ‘Different Place’ on Inflation Than Before

•   Bloomberg: Biden to Travel to North Carolina in Bid to Boost Vaccinations

•   Bloomberg: Antitrust Bills Have Some Democrats Asking Pelosi to Slow Down

•   Bloomberg: Workers Critical to U.S. Fruit Supplies Face Danger From Extreme Heat

•   Bloomberg: Lagarde Says ECB Making ‘Good Progress’ on Strategy Overhaul

•   Bloomberg: ECB Reveals What Markets Are Telling Them Before Each Decision

•   Bloomberg: ECB’s Holzmann Sees No Rate Rise Need on Price Outlook: Kurier

•   Bloomberg: EU Says Window Exists to Resolve Northern Ireland Trade Disputes

•   Bloomberg: Draghi Calls for More Stimulus in Europe to Restore Prosperity

•   Bloomberg: Johnson Plans U.K. Science Superpower With $21 Billion R&D Spend

•   Bloomberg: U.K. Dodges Downgrade From Fitch With Outlook Shifted to Stable

•   Bloomberg: British Hoard More Cash Than 16 Other Countries During Pandemic

•   Bloomberg: Iran Says It Needs Guarantee U.S. Won’t Quit Nuclear Deal Again

•   Bloomberg: Three Charts Show Economic Challenges for Iran’s New President

•   Bloomberg: Iran’s Zarif Says He’s Ready to Send Ambassador to Saudi Arabia

•   Bloomberg: Many Brazilians Insist on Pfizer Even With 500,000 Covid Deaths

•   Bloomberg: Taiwan Recalls Officials From Its Office in Hong Kong

•   Bloomberg: Philippines Plans Jabs for Teenagers, Faster Vaccination Rate

•   Bloomberg: AstraZeneca Vaccine Faces More Supply Hurdles, Now From Thailand

•   Bloomberg: Putin’s Covid-19 Boasts Sour Amid Explosive Rise in Infections

•   Bloomberg: This $600 Billion Wealth Fund Got Caught in a Power Struggle

•   Bloomberg: Australia Takes China Wine Tariffs to WTO as Bilateral Ties Sour

•   Bloomberg: BOJ Flags Novel Step to Aid Post-Covid Climate Change Moves

•   Bloomberg: China’s Falling Unemployment Masks a Lack of Jobs For the Young

•   Bloomberg: Raisi Victory Will Delay Return of Iran’s Oil, Analysts Say

•   Bloomberg: Taiwan Recruits TSMC, Foxconn to Secure BioNTech Vaccines

•   Bloomberg: Ex-Central Banker Warns of Financial Instability Risks in India

•   Bloomberg: China Faces Flareups in Its Bid to Tame the Commodities Boom

•   Bloomberg: ESG Concerns Are Finally Showing Up In the Bond Market

•   Bloomberg: Investors Dump Hedges on Junk Bonds Even as Europe Defaults Loom

•   Bloomberg: Investors Eye Pockets of Value in Near-Record European Markets

•   Bloomberg: Emerging-Market Bulls Pin Currency Hopes on Hawks Outpacing Fed

•   Bloomberg: Remembrance of Bonds Past: 8% Coupons, Real Inflation and No QE

•   Bloomberg: The Climate-Change Fight Is Adding to the Global Inflation Scare

•   Bloomberg: As Copper Sinks, Appian Bets on Shortages in Electrification Era

•   Bloomberg: Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet

•   Bloomberg: Empty Oil Tanks at Key Storage Hub Show Speedy Demand Rebound

•   Bloomberg: Goldman’s Currie Says Buy Commodities Dip, Bull Case Intact

•   Bloomberg: A Giant Copper Union Joins Push for Bigger State Role in Chile

•   Bloomberg: China Starts Steel Inspection to Curb Major Emitting Industry

•   Bloomberg: Goldman to RBC See a Slow-But-Sure European Green Stocks Revival

•   Bloomberg: Why Hydrogen Is the Hottest Thing in Green Energy: QuickTake

•   Bloomberg: IMF Staff Propose Carbon-Price Floor to Slow Climate Change

※   IMF: Proposal for an International Carbon Price Floor Among Large Emitters

•   Bloomberg: Think Hard Before You Invest In a ‘Climate Bad Bank’

•   Reuters: Delta COVID variant becoming globally dominant, WHO official says

•   Reuters: EXCLUSIVE U.S. triples vaccines for Taiwan with 2.5 million-dose shipment

•   Reuters: EXCLUSIVE Fed’s Kashkari opposed to rate hikes at least through 2023

•   Reuters: White House says comments by N.Korea's Kim are 'interesting signal'

•   Reuters: Merkel and Macron urge EU coordination on reopening borders

•   Reuters: Delta variant of coronavirus seen dominant in Germany by autumn

•   Reuters: Italy, hosting G20, will call for tougher 'gig economy' rules

•   Reuters: India MPC needs to be watchful on inflation even as it picks growth -minutes

※   RBI: Minutes of the Monetary Policy Committee Meeting, June 2 to 4, 2021

•   Reuters: India ask states to 'carefully calibrate' lockdown easing

•   Reuters: China launches probe into coal prices, will crack down on speculation

•   Reuters: Explainer: -Why do France's regional elections matter? Look ahead

•   Reuters: Factbox: Hydrogen's many colours

•   AP: Iran’s sole nuclear power plant undergoes emergency shutdown

•   AP: AP Interview: India says it hopes to resume vaccine exports

•   AP: EXPLAINER: How India is changing vaccine plan amid shortages

•   CNN: Key indicators show that the US economy is recovering, but it will never be the same

•   CNN: Return to the office: How companies like Apple, Google and Facebook are welcoming back workers

•   CNBC: Whitty: 5 years before vaccine can hold line against Covid variants

•   CNBC: Inflation breakout will soon drive 10-year yields above 2%: Wells Fargo

•   CNBC: 10% to 20% correction may be underway due to inflation: Mark Zandi

•   CNBC: China's transportation industry leaders weigh in on Covid-19 impact

•   CNBC: The Fed will continue to dominate the market in the week ahead after sell-off

•   CNBC: Cramer: Market is signaling commodity inflation is 'pretty much over

•   CNBC: Siemens Gamesa to supply 'typhoon-proof turbines' for wind project

•   CNBC: Zume’s pizza robots are now turning waste into compostable packaging

•   SCMP: Will slow approval of BioNTech and other foreign vaccines block China from reopening its borders?

•   SCMP: Coronavirus: Hong Kong study finds ‘substantial’ antibody-level difference between BioNTech, Sinovac jab recipients

•   SCMP: What is driving China towards its coronavirus vaccination targets?

•   SCMP: China’s Covid-19 vaccination drive hits one billion mark

•   SCMP: China-India border row: a year after Galwan clash mistrust clouds peace prospects

•   SCMP: Japan urges Europe to have stronger military presence in Asia to tackle China

•   SCMP: China market still sluggish for Central and Eastern European goods

•   SCMP: What is the G7’s global minimum tax, and how could it affect China?

•   SCMP: China’s anti-sanction law won’t free tech companies from stranglehold from US restrictions, experts say

•   SCMP: Chinese Wolf Warrior diplomat hits out at Europe’s military focus in Indo-Pacific

•   Caixin: Energy Insider: New Rules to Regulate Commodity Price Indexes; Power Consumption Jumps in Southern China

•   Caixin: Analysis: How China’s National Emissions Trading Scheme Will Work

•   Nikkei Asia: For Japan, kicking the coal habit will be no easy task

•   Nikkei Asia: Tokyo eases COVID rules on booze, but only for 1 or 2 guests

•   Nikkei Asia: Renesas to restore full capacity at fire-hit chip plant this month

•   Nikkei Asia: Chip supply chain a top priority in Suga's first economic plan

•   Nikkei Asia: Japanese tech to slash green hydrogen costs by two thirds

•   Nikkei Asia: G-7's infrastructure investment plan vies to rival Belt and Road

•   Nikkei Asia: Japan maglev critic reelected Shizuoka gov, claiming green mandate

•   Nikkei Asia: Chinese tech IPOs in US rebound after two-month lull

•   Mainichi: 97% of surveyed major Japan firms plan workplace COVID vaccinations

•   Mainichi: Over 60% of Japan firms reluctant to see Tokyo Olympics this year

•   Mainichi: Japan gov't backs 4-day workweek, but experts split

•   Times of India: Covid-19: As crowds swell, AIIMS director warns of early 3rd wave

•   Economic Times: Consumer demand may rebound strongly in Q2 this fiscal, says Trent Chairman Noel N Tata

•   Power Engineering: Hydrogen substitution for natural gas in turbines: Opportunities, issues, and challenges

•   MINING.com: Base metals demand expected to benefit from green revolution – report

•   MINING.com: Wood Mackenzie boosts battery metals expertise with Roskill buy

•   Robotics Tomorrow: Automating Food Preparation at Home: A Closer Look at Bots That Cook

•   매경(P1): 종부세 집값 상위 2%만 낸다…공시가격 얼마까지 종부세 낼까

•   매경(P1): 건설판 최저임금까지 간섭…정부, 과도한 시장개입

※   국토부: 「적정임금제」 도입으로 다단계 건설생산 구조로 인한 임금삭감을 방지하고 건설일자리 환경을 개선하겠습니다!

•   매경(P1): 공기업 기관장 4명 해임 건의

•   매경: '1차 아스트라 2차 화이자'…지켜보는 의사들도 불안한 눈빛

•   매경: 국내최대 거래소 업비트, 코인 24종 무더기 상폐

•   매경: 청정공기 내뿜는 '수소트램' 나온다

•   매경: 115개 주유소 판 SK에너지…전기차·수소연료 사업 속도

•   매경: "코스피 4000 돌파 꿈의 숫자 아니다"…근거는

•   매경: 15억 대출 규제가 부추긴 갭투자…전세값 더 올랐다

•   매경: 코로나 비밀 담고 인체에 잠입…화이자 모더나 mRNA 백신은 '스파이'

•   매경: 얀센·AZ는 침팬지 감기바이러스 활용…DNA 백신은 아직 상용화 안돼 [Science]

•   매경(P1): 中 17조 쓸때 韓 435억…인류 난제풀 양자컴 투자 격차

•   매경: "글로벌 기업 100곳 양자컴 활용중…한국도 양자 기술재산권 확보해야"

•   매경(P1): [단독] 도쿄올림픽, 쿠팡이 온라인 단독 중계한다…500억 지불한 듯

•   매경(P1): 성김 訪韓…"생산적 만남 기대"

•   매경(P1): 김동연, 대선출마 결심 굳힌듯…범야권 후보로 출마 임박

•   매경: 은행, 가상화폐 거래소 칼날 검증…대형 4사도 생존 장담 못한다

•   매경: 與, 정부 '재난지원금 70% 선별지급안' 또 반대

•   매경: 수도권 수소충전소 후보 10곳 추가

•   매경: 車·가전등 내구재는 캐시백 대상서 제외

•   매경: 국토부 금융위 부동산규제 엇박자…대출자만 발동동

•   매경: 새 주택담보대출 내달 출시…연이자 0.75%P이상 못올려

•   매경: 한국조선해양 또 일냈다…세계 최대 메탄올선 만든다

•   매경: [단독] "이제 커피값 낼때 지갑 필요 없어요"…'얼굴로 결제' 국내 첫 도입 투썸 플레이스

•   매경: 금리상승기 사모대출펀드 뜬다

•   매경: 이번주 M&A큰장…한온·대우건설 새 주인은

•   매경: 국부펀드 대체투자 비중 10년간 두배로

•   매경: [투자 큰손 NOW] 투자전략 고심하는 국민연금, 증권사에 '심층 보고서' 요청

•   한경(P1): 언택트 시대의 총아, 물류센터가 위험하다

•   한경(P1): 삼척블루파워 회사채 수요 '0'…ESG 확산에 투자자들 외면

•   한경: 엄격해진 ESG 잣대…한전 발전자회사·철강사도 '곤혹'

•   한경: "이러다 내 암호화폐도 살생부行?"…불안에 떠는 투자자들

•   한경: 유통명가의 M&A 본능…신세계 '공격' 롯데 '수비' 현대百 '꾸준'

•   한경: "굿바이 오피스"…네이버 라인, 국내 첫 영구재택근무

•   한경: 수소車 사업 접는 혼다…현대차-도요타, 양강체제

•   한경: "이케아 플레이스·구찌처럼 메타버스로 기업가치 높여야"

•   한경: 줄줄이 상장 앞둔 '조단위 대어'…중소형사들 "일정 겹칠라" 한숨

•   한경(P1): "與 종부세안은 조세체계 흔드는 입법"

•   한경: 종부세 시행령 매년 '땜질'…누가 얼마낼지 그때그때 정한다는 與

•   한경: 양도차익 클수록 공제율 낮아져…1주택 고령자 양도세 부담 커진다

•   한경(P1): [단독] AI 군대 뜬다…軍, 미래戰 컨트롤타워 구축

•   한경(P1): 코로나 이겨낸 대박집…'장사의 신' 그들은 5가지가 달랐다

•   한경: "내 주식, 공매도에 쓰시라"…대여 수수료 챙기는 개미

•   한경: 韓·美·日 21일 북핵 협의…對北 대화 제안 나올까

•   한경: "IPO 대어 쏟아진다" 공모주펀드 초호황…가입 일시 중단도

•   한경: "100페이지 보고서 年3회 작성…'EGS 공시' 과도"

•   한경: 독한 선택 주저안한 '구광모의 LG' 3년…배터리·OLED·전장에 올인

•   한경: 유가 100달러 간다는데…정유·석유화학도 웃지 못하네

•   한경: 화재 실시간 감지하는 '스마트드론' 나왔다

•   서경(P1): 시장 거스른 정책, 노동 갈등만 키웠다

•   서경: 이번엔 우체국 택배 중단 위기···"아마추어식 정책의 예견된 실패"

•   서경: '비정규직 0' 목표에 勞勞갈등 폭발..."제2·제3의 인국공 언제든 나올 것"

•   서경: 삼성-TSMC, 반도체 패키징 '다층·이종접합' 놓고 진검승부

•   서경: [단독] '대우건설 인수 추진' DS네트웍스 상장한다

•   서경(P1): 지자체 재난지원금 2.2조의 민낯···경기 1.3조인데 전북·경북은 0원

•   서경: 곳간 넉넉한 수도권만 '풍년'···포퓰리즘에 무너진 균형발전

•   서경: 복잡한 부동산 대출 규제에···은행권 '대출약정 위반자' 약 700여명

•   서경: 다주택은 그대로 어설픈 稅 규제 완화 ···집값 안정 효과 거의 없을 듯

•   서경: '일감 몰아주기' 적발기업 시정내역 사후보고 추진

•   서경: "유가 상승" vs "서민 부담"···한전, 3분기 전기료 올리나

•   서경: 정진욱 한국경제학회장 “"금리 올려야 하지만···대출 부실·금융권 파산 '안전망' 필요"

•   서경: 다음달부터 40년 만기 초장기모기지 상품 출시된다

•   서경: [글로벌 Why] 돈 몰리자 기술력·실적 과대포장···'전기차 버블' 커진다

•   서경: [단독}삼성SDI, 日 장악한 포토레지스트 독자개발 나선다

•   서경: "공장 좀 지어주세요"···美·英·EU, K배터리에 러브콜

•   서경: 경총 “내년 최저임금 인상요인 없어”

•   서경: 네이버 '본사 주도' 카카오 '계열사 자율'...빅딜도 차이나는 경쟁

•   서경: 네이버도 자정까지 주문 땐 다음날 배송

•   서경: [시그널] BBB급 회사채 인기에···두산·대한항공, 자금조달 또 시동

•   서경: 상용 자율차 첫발 뗀 서울···상암서 시범운행

•   서경: 中 생산자물가 13년來 최고···글로벌 인플레 자극하나

※   한국은행: 해외경제 포커스(제2021-23호)

•   조선(P1): 원자력연구원, 北 해커조직 ‘킴수키’에 해킹 당해

•   조선: 원안위, 비상임위원에 ‘탈원전 성향’ 환경운동연합 출신

•   조선: 고열·근육통… 젊고 건강할수록 백신 이상반응 강해

•   조선: 우리는 中 백신 접종자 세계 첫 격리면제, 중국은 백신 입국자 3주격리 계속

•   조선: “백신효과를 높여라” 접종 완료자 추가 접종 내년 3600만회분 도입

•   조선(P1): 北, 핵잠 기술 노리나... 원자력硏 해킹전 대우조선도 뚫었다

•   조선(P1): [NOW] 수출품 싣고갈 배가 없다, 컨테이너 산이 된 부산항

•   조선: 해운사들 한국패싱도 영향… 해운대란, 하반기 더 커질듯

•   조선: 공장가동 중단·납품 지연… 비싼 시베리아 횡단철도 이용까지 늘어

•   조선(P1): [알립니다] 글로벌 정치 원로가 전하는 코로나 이후 국가도약 플랜

•   조선: 복지病 없앤 스웨덴 前총리 “정부는 재정·나랏빚 조심해야”

•   조선: 체코 총리 만난 산업장관 “訪韓땐 한국원전 안전성 확인시켜 줄수 있다”

※   산업부: (참고자료)한국, 체코 원전 수주전 본격 시동

•   조선: 상장사 58곳 “올해 중간배당”... 여름 보너스가 온다

•   조선: 작년 가계 금융자산 주식비중 역대 최고

•   조선비즈: “美, 반도체·배터리 공급망서 中의존도 낮추기… 韓에 기회”

•   조선비즈: “이렇게 잘 팔리나”… 건설사 채권 발행 ‘훈풍’

•   조선비즈: [ESG 리포트] 최정우 2기 포스코… ESG 미달 협력사는 납품 제한

•   조선비즈: 中 OLED 패널 탑재하는 삼성의 딜레마…“LCD 가격 횡포 재현되나”

•   조선비즈: 中 따돌릴 OLED 초격차 핵심은 ‘투명’…삼성 ‘스마트폰’·LG ‘車전장’에 접목

•   조선비즈: 삼성·LG·애플 뛰어든 미니LED… “2026년까지 연 65% 성장”

•   조선비즈: “삼성 갤플립3 대량 생산 시작…올해 400만대 생산할듯”

•   조선비즈: 라이브 방송으로 굴착기도 판다… 사용법 알려주고 신제품 소개

•   중앙(P1): 낡은 동네 싫다…‘아파트 키즈’의 절규

•   중앙: 과천 취소되고 태릉·용산도 주민 반발…주택 공급 ‘빨간불’

•   중앙: 번번이 실패한 정부 주도 공급, 이번엔 ‘누구나 집’ 1만 가구 추진

•   중앙: 다세대 밀집지역 인프라, 아파트 수준으로 끌어올려야

•   중앙: “월급만으론 먹고 살기 어려워” 직장인 절반 투잡·스리잡

•   중앙(P1): R&D 2위 한국, 장롱 특허만 쏟아낸다

•   중앙: [View & Review] 여당은 경제효과 크다는데, 경영계는 생산차질 더 우려

•   중앙: 백신휴가 두 표정…대기업 “최장 사흘” 중소기업 직원들 “왜 우리는 하루냐”

•   JTBC: [인터뷰] '장외 대권주자' 김동연 "미래 얘기하는 사람 없어"

•   동아(P1): 김정은, 대화신호 보내며 “대결 더 준비”… 바이든에 공 넘겨

•   동아: 부산, 21일부터 식당-술집 영업제한 해제… 광주는 8인모임 허용

•   동아(P1): 7월부터 6인모임 가능…식당-술집 밤12시까지

※   복지부: 사회적 거리두기 체계 개편(안) 공개

•   동아: “맘 편히 가족모임” 환영… 직장회식 부활엔 “기대”“부담” 세대차이

•   동아: 전문가들 “한꺼번에 방역 많이 풀어 우려…개편안 적용, 내달 하순으로 최대한 늦춰야”

•   동아: 비수도권, 코로나前 일상으로… 수도권 15일부터 8명 모임 허용

•   동아: 하루 확진 1000명 안 넘으면 2학기 전면 등교

•   동아: 사적모임 인원 제한 제외…백신 다 맞은 사람 방역 대폭 완화

•   동아(P1): 서울 입주아파트 전월세 비중 4년새 3분의 1로

•   동아(P1): 신용카드 캐시백 한도, 與 “50만원” vs 정부 “30만원”

•   동아: “집중투표제 도입 기업 3년연속 5% 내외 불과”

•   문화(P1): 지자체 재정자립도 첫 50%선 붕괴… 지방분권 역주행

•   문화: “해운운임, 제품값의 최대 62%”… 수출中企‘악소리’

•   문화: 큰 場 서는 재개발·재건축… 건설사 치열한 수주戰

•   한국(P1): "더는 쫓겨나지 않겠다"… 손 잡고 33억 건물주 된 시민들

•   한국: 바꿔서 화이자 맞을까, 기다렸다 AZ 맞을까...교차접종 앞둔 고민들

•   한국: [단독] 백신 맞고 해외여행? "1인당 검사비 최소 20만원 든다"

•   한국(P1): 미로 구조에 꽉 찬 물건들... 화마 키운 '로켓배송' 물류혁신

•   국민: 저물어 가는 화석연료 시대… 석유의 ‘권좌’ 흔들

•   한겨레(P1): ‘#쿠팡탈퇴’ 이면엔…이익은 누리고 책임 피하는 총수에 대한 분노

•   경향: 소형모듈원전은 탄소중립의 대안이 될 수 있을까

•   경향: [단독]최저임금 오른 만큼 월급 안 올라…실질 임금 인상 2.5% 그쳐

•   머니투데이(P1): 공장 문닫고 사업 대전환 "탄소중립까지 '29년', 긴 시간 아니다"

•   머니투데이: 탄소중립' 대장정 나선 韓기업들 "R&D·세제 지원 절실" 호소

•   머니투데이: 탄소세·탄소국경세 꺼낸 유럽…'탄소중립' 이제 스타트 하는 한국

•   헤럴드경제(P1): 2023년 종이어음 사라진다

•   헤럴드경제(P1): ‘칼바람’과 ‘돈잔치’ 사이…금융권 희망퇴직 두 시선 [헤럴드 뷰]

•   헤럴드경제: “코로나 이후 부진했던 우선주 주목해야”

•   파이낸셜뉴스(P1): 수소전기트럭 시대 열린다…10월 본격 시동

•   파이낸셜뉴스: 'TF·회의 천국' 기재부

•   파이낸셜뉴스: 탄소세·탄소국경세 눈앞… ESG경영 핵심 '수소'로 뚫는다 [빨라지는 '탄소중립', 수소가 답이다]

•   파이낸셜뉴스: [수출규제 2년] 한국 510조 vs 일본 2조 [글로벌 리포트]

•   파이낸셜뉴스: [수출규제 2년] 日 반도체 재건 외치며 부활 노리는 아베, 2년전 韓 수출규제 '본색' 드러나다 [글로벌 리포트]

•   파이낸셜뉴스: 4대그룹 탈퇴 이어 코로나 직격탄.. 전경련회비 400억→70억으로 뚝

•   디지털타임스(P1): "연내 두차례 금리인상 가능성"

•   이데일리(P1): 치열한 신인들의 싸움…루키리그 '박 터진다'

•   이데일리: [ESF 2021]신진영 "ESG는 기업생존과 연결…경영전략 관점서 추진해야"

•   이데일리: 삼성D ‘QD OLED’ 패널 양산 임박…내년 OLED TV 전쟁 본격화 할까

•   연합: 오늘 400명 아래…5인금지 풀고 수도권 자정 영업에 재확산 우려도

•   연합: 전기차 배터리 업계 "이번엔 스텔란티스다"…수주 경쟁 후끈

•   연합: 시민단체 "강릉 시민 63.1% 안인석탄화력발전소 건설 반대"

•   뉴시스: '두산家 며느리' 조수애, 이번엔 남편 박서원·아들 공개

•   e대한경제: ‘사업다각화냐, 건설업 확장이냐’ 건설사 인수합병 사활

•   더구루: 두산모빌리티이노베이션 日 드론시장 '노크'

•   더구루: 두산인프라코어-트림블 '맞손'…"경사작업 효율성 향상"

•   더구루: 두산밥캣 '소형 트랙로더·스키드 스티어 로더' 북미최고 장비인증

•   CEO스코어데일리: '내로남불 ESG' 비판 직면한 증권사, 석탄회사채 발행 이유있나

•   노컷뉴스: "대형원전 1개 대신 소형원전 100개로 탈원전? 허상일 뿐"[뉴스업]

•   에너지경제: 에너지 공기업 2020 경평 결과는 위로·보상?…전력 '양호' 가스·석유·자원 '미흡'

•   에너지경제: 천연가스 개별요금제 공급비용 산정기준 나온다

•   에너지경제: 전력 수요 회복기 돌입…판매량 6달째 상승세

•   에너지경제: 탄소중립 대안책…'LNG·수소 터빈 기술' 확대 제시

•   전자신문: 대만·미국 첨단 패키징 투자 가속…"K-반도체 후공정 경쟁력 확보 시급"

•   전자신문: [대한민국 희망 프로젝트]〈713〉전고체 배터리란?

•   로봇신문: [창간 8주년 특별 인터뷰] '4차 산업혁명 시대, 로봇기업 길을 묻다'

•   로봇신문: DHL, 中 '도라봇' 로봇 도입...시간당 택배 분류량 35%↑

[Opinions]

•   Project Syndicate(Eric Posner): Biden’s Antitrust Revolutionaries

•   Project Syndicate(Hélène Rey): Observing the Green Swans

•   FT(Editorial Board): Bosses should persuade staff back to the office

•   FT(Editorial Board): Hardliners gain a lock over Iranian politics

•   FT(Editorial Board): Tories should not shrink from reform of planning

•   FT(Rana Foroohar): Capital for the people — an idea whose time has come

•   FT(Janan Ganesh): The capitalist case for taxing business

•   FT(Ruchir Sharma): Latin America isn’t booming, but that could change

•   FT(Michael Mackenzie): Could a growth setback be the surprise scenario for US markets?

•   FT(David Sheppard): Oil bulls are dancing in the dark

•   FT(Merryn Somerset Webb): Who’s afraid of 2.1% inflation?

•   FT(Lakshmi Naaraayanan): Activist shareholders must push for environmental change

•   WSJ(Editorial Board): Bring Back the Tourists

•   WSJ(Editorial Board): Iran Sends a Message to Biden

•   WSJ(lenn Hubbard): The Biden Budget’s Arithmetic Problem

•   WSJ(Holman W. Jenkins, Jr.): Biden’s Red Lines for Russian Hackers

•   WSJ(Mary Anastasia O’Grady): Give Peruvians Their Day in Court

•   WSJ(Mike Watson): Biden’s Personal Touch Doesn’t Amount to a Foreign Policy

•   WSJ(Paul Wolfowitz, Bill Drexel): Xi’s Rewriting of History Won’t Stay in China

•   WSJ(Bob Kerrey, John C. Danforth): How Long Can America Keep Borrowing?

•   WSJ(Mike Solon, Bill Greene): The Filibuster Helps Nobody, and That Means You

•   NYT(Anshel Pfeffer): This Is Still Benjamin Netanyahu’s Israel

•   WP(Editorial Board): The plans need work, but it’s good Congress is finally bringing substance to the Big Tech debate

•   WP(Editorial Board): The crackdown on Hong Kong's Apple Daily shows China's tyranny growing

•   WP(Editorial Board): Our democracy needs a bipartisan win. Biden can help the Senate get one on infrastructure.

•   WP(Editorial Board): Biden gave MBS a pass for Khashoggi. Now his victims are piling up.

•   WP(Editorial Board): Celebrate reopening. But don’t lose sight of the forever virus.

•   WP(George F. Will): America needs NATO allies who share its renewed dedication to maintaining an orderly world

•   WP(Ashish K. Jha): The delta variant is a rising threat in the U.S. We have to redouble vaccination efforts.

•   WP(Jason Rezaian): Ebrahim Raisi could be Iran’s most repressive president ever

•   Bloomberg(Editorial Board): A Bipartisan Infrastructure Deal Would Be Better Than Reconciliation

•   Bloomberg(Editorial Board): Delta Variant of Covid-19 Demands a Strong Push on Vaccines

•   Bloomberg(John Authers): Markets Start to Suspect the Fed Has Cold Feet on Inflation

•   Bloomberg(Robert Burgess): Federal Reserve's $8 Trillion Balance Sheet Will Limit Taper Tantrum

•   Bloomberg(Liam Denning): California and Texas Fail the Electric Power Test

•   Bloomberg(Julian Lee): Oil Price Spike: OPEC+ Must Manage Shift From Lack of Demand to Lack of Supply

•   Bloomberg(Tobin Harshaw): Did Biden ‘Do What I Came to Do’ With G-7, NATO and Putin?

•   Bloomberg(Noah Feldman): Keep Outdoor Dining Even as Other Pandemic Restrictions End

•   Bloomberg(Meghan L. O'Sullivan): The Problem With Biden’s Red Line to Putin on Cyberattacks

•   Bloomberg(Matthew Brooker): China's Leaders Won't Take a Growing Movement of Young Slackers Lying Down

•   Bloomberg(Taylor Branch): Joe Manchin and the Fight Over Voting Rights in American History

•   Bloomberg(Allison Schrager): Bond Traders Can't Predict Inflation Any Better Than Anyone Else

•   CNN(David A. Andelman): Iran elected a hard-liner. Let's see what he does now

•   CNBC(Frederick Kempe): Biden laid the foundations for an alliance to preserve democracy

•   MarketWatch(Michael Brush): 5 smart ways to shift your investments as the Fed gets ready for a big move

•   Fox News(Newt Gingrich): Biden-Putin summit – what Russian leader's Soviet-KGB mindset means for relations with US

•   Fox News(Mike Gallagher): Truth on COVID, China – here's why world needs answers about what happened at Wuhan

•   Reuters(Andy Home): Metals boom sees the return of physically-backed funds

•   한경(한상춘): 금리인상 군불 때는 한은…'김현미 악몽' 되새겨야

•   조선(사설): “北, 원전·핵연료 기술 원자력硏 해킹” 국정원, 북 소행 숨길 궁리 말라

•   중앙(주한규): 실익 없는 탈원전 정책, 폐기 공식화해야

•   문화(주한규): 여당이 탈원전 재앙 결자해지 나설 때