Business Intelligence Monitor 210628

(Introduction)

[Markets]

•   Global: Global stocks finish at record highs, oil climbs for 5th week

•   Metals: U.S. infrastructure deal gives copper a helping hand

•   Iron ore: Iron ore price rises while Fitch sees weaker consumption capping gains in H2

•   Grains: Supreme Court ruling, Midwest rains pressure U.S. corn and soy

•   한국: 코스피 사상 첫 3,300선 돌파 마감…기관·외국인 순매수

•   한국: 하루새 2700억어치 '주식 쇼핑'…외국인 앞다퉈 몰려간 종목

•   한국: 두산그룹주 힘받아, 두산밥캣 두산인프라코어 두산 두산퓨얼셀 상승

•   한국: 국채금리 17개월 만에 최고…가계·기업 '4200조 빚폭탄' 위태

[Indicators]

•   US May PCE: Consumer Spending Is Primed to Fuel Summer Growth

※   WSJ: Why Two Leading Inflation Gauges Show Different Results

•   US Jun. Consumer sentiment: Consumer Sentiment in U.S. Increases by Less Than Forecast

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for 11th month -Baker Hughes

•   US Q2 GDP Nowcast: Jun 25, 2021: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: 8.3 percent — June 25, 2021

•   China May Industrial profits: China’s Industrial Profits Grow at Slower Pace as Costs Rise

•   Japan Mar. Household assets: Japan household assets hit record on more savings, stock rises

•   Brazil May Current account: Brazil's current account deficit shrinks to smallest in over 13 years

•   한국 1분기 FDI: 해외직접투자 22% 줄고 조세피난처로 몰려

•   한국 5월 기업 주식발행: 지난달 기업 주식 발행 규모 5배 증가... SKIET 공모 영향

•   한국 5월 유통업체 매출: 유통업체 매출 12.9% ↑… 4개월째 두자릿수 증가

•   한국 6월 주택가격 동향(KB): 서울 집값 작년 패닉바잉 후 최대 상승

[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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[Calendars]

•   WSJ: Economy Week Ahead: Manufacturing, Trade, Employment

•   Bloomberg: U.S. Jobs to Be Scrutinized for Signs of Faster Hiring: Eco Week

[News]

•   WSJ: Delta Coronavirus Variant Prompts Limits in Australia, Israel, as India Warns of New Mutation

•   WSJ: Delta Variant Leads to More Covid-19 Lockdowns in Australia

•   WSJ: The Delta Covid-19 Variant Is Spreading: What Does This Mean for the U.S.?

•   WSJ: How Mutations Have Shaped the Covid-19 Pandemic

•   WSJ: High Expectations and Low Vaccine Acceptance Pose Long-Term Recovery Threats

•   WSJ: Americans Are Leaving Unemployment Rolls More Quickly in States Cutting Off Benefits

•   WSJ: With Covid-19 Easing, Diplomats Urge Biden to Lift ‘Unfair’ Ban on European Travelers

•   WSJ: Biden’s Infrastructure Stance Draws GOP Criticism

•   WSJ: Biden Walks Back Threat on Bipartisan Infrastructure Deal

※   White House: Statement by President Joe Biden on the Bipartisan Infrastructure Framework

•   WSJ: White House, Senate Negotiators Try to Keep Infrastructure Deal Alive

•   WSJ: Democrats Focus on Turning Tax Talk Into Action

•   WSJ: Fed’s Rosengren Says It Is Time to Weigh Pulling Back Stimulus

•   WSJ: U.S. and Taiwan Set Date to Revive Trade and Investment Talks

•   WSJ: Hotels’ and Restaurants’ Rebound Summer Held Back by Shortages of Everything

•   WSJ: New York and Other Northeast States See Large Drop in Unemployment

•   WSJ: U.S. Housing Market Booms, but Small Contractors Miss Out

•   WSJ: During Covid-19, Most Americans Got Richer—Especially the Rich

•   WSJ: Capital-Spending Surge Further Lifts Economic Recovery

•   WSJ: Record-Setting Heat Wave Engulfs Pacific Northwest

•   WSJ: Biden Administration Warns Covid-19 Origins Review May Not Be Definitive

•   WSJ: What We Know About the Origins of Covid-19

•   WSJ: Trump Returns to the Rally Stage in Ohio

•   WSJ: Congress Restores Pre-Trump Era Methane-Gas Emissions Standards

•   WSJ: California Leaders Agree to Extend Eviction Moratorium, Increase Rental Assistance

•   WSJ: India Has Undercounted Covid-19 Deaths by Hundreds of Thousands, Families and Experts Say

•   WSJ: Covid-19 Killed 26 Indonesian Doctors in June—at Least 10 Had Taken China’s Sinovac Vaccine

•   WSJ: Bitcoin Slumps Toward Another ‘Crypto Winter’

•   WSJ: Commodities Remain a Popular Bet Despite Recent Declines

•   WSJ: The Stock Market Hasn’t Been This Placid in Years

•   WSJ: Didi Sets Valuation Target of $62 Billion to $67 Billion in IPO

•   WSJ: Tesla Addresses Safety Issue in More Than 285,000 Vehicles in China

•   WSJ: Toshiba Shareholders Oust Chairman in Landmark for Foreign Activists

•   WSJ: Toshiba’s Shareholder Revolt Is Japan’s Too

•   WSJ: Microsoft Discloses New Customer Hack Linked to SolarWinds Cyberattackers

•   WSJ: The Apple-Microsoft Tech War Reignites for a New Era

•   WSJ: Why Companies Shouldn’t Tie CEO Pay to ESG Metrics

•   WSJ: Remote Work Is the New Signing Bonus

•   WSJ: How AI Is Taking Over Our Gadgets

•   NYT: Justice Dept. Sues Georgia Over Voting Restrictions Law

•   NYT: Derek Chauvin is sentenced to 22 and a half years for murder of George Floyd.

•   NYT: Trump Organization Could Face Criminal Charges in D.A. Inquiry

•   NYT: Bipartisan Deal Would Meet Only Some of Nation’s Infrastructure Needs

•   NYT: France and U.S. Agree on the Perils of a Rising China, Blinken Says

•   NYT: Collapsed Building Near Miami Had Serious Concrete Damage

•   NYT: Biden’s Push for Equity in Government Hits Legal and Political Roadblocks

•   NYT: Meeting Blinken, Israel’s Top Diplomat Aims to Fix Netanyahu ‘Mistakes’

•   NYT: Biden Says Afghans Must ‘Decide Their Future’ as U.S. Troops Withdraw

•   NYT: Confident in Its Impunity, the Myanmar Junta Ignores Diplomacy

•   NYT: Millions in Brazil are missing their second vaccine dose, adding to the burden of a hard-hit nation.

•   WP: A bipartisan deal, an angry GOP reaction and the long road ahead for Biden’s agenda

•   WP: Housing crisis poses crucial test for Biden administration’s economic plans

•   WP: Plan to evacuate U.S. allies from Afghanistan raises specters of Iraq and Vietnam

•   WP: Brazil’s prolonged coronavirus pandemic has driven millions of Brazilians into poverty

•   WP: Turkey police use tear gas to break up banned Pride parade in Istanbul

•   FT: Merkel and Macron fail in push for EU summit with Putin

•   FT: Merkel’s failed Russia summit signals waning of her power

•   FT: Investors pile $54bn in to ESG bond funds in fiery start to 2021

•   FT: Runaway house prices: the ‘winners and losers’ from the pandemic

•   FT: French far right seeks election victory in Provence

•   FT: Resurgent old parties of right and left triumph in France vote

•   FT: Spain rejects Merkel’s bid to impose EU-wide quarantine for UK visitors

•   FT: Orban and Putin lay bare EU’s cultural and strategic divisions

•   FT: Financial watchdog bans crypto exchange Binance from UK

•   FT: UK coronavirus infections jump 30% but vaccines limit severity of impact

•   FT: Steepest rent shortfall in a year piles more pain on UK’s high street landlords

•   FT: Six months in and UK businesses are still battling with Brexit

•   FT: Battles loom as housing developers eye rural England

•   FT: UK test and trace programme buckled under second wave

•   FT: Top Republican warns ‘hardcore’ pro-Trump candidates risk hurting party

•   FT: Top Republican warns Fed risks being ‘behind the curve’ on inflation

•   FT: ‘Mind-boggling’ heatwave breaks records in western US

•   FT: Violent crime in US returns to forefront of political agenda

•   FT: India’s stricken countryside threatens to undermine recovery

•   FT: Central bank head confident South Africa can weather global interest rate rises

•   FT: Apple Daily’s death leaves a shadow over free press in Hong Kong

•   FT: Kashmiri leader urges Modi to release political prisoners

•   FT: Ebrahim Raisi, the hardliner poised to take power in Iran

•   FT: China tech listings drop sharply as Beijing cracks down on sector

•   FT: Hedge funds rethink tactics after $12bn hit from meme stock army

•   FT: ESG stays on trend despite data minefield

•   FT: Venture capital companies target retail investors for funds

•   FT: Rise of ESG renews debate over whether passive funds can deliver

•   FT: Will US jobs numbers pick up as the economic recovery gathers pace?

•   FT: Spac boom is creating ‘castles in the sky’, Jim Chanos warns

•   FT: Pressure mounts to halt deep-sea mining

•   FT: Biden’s climate credentials challenged by oil pipeline brawls

•   Bloomberg: Peak Central Bank Support Marks New Phase for World Recovery

•   Bloomberg: Powell Inflation View Backed by Fed Majority in Rate Debate

•   Bloomberg: Summers Sees U.S. Inflation Ending 2021 ‘Pretty Close’ to 5%

•   Bloomberg: Europe's Tourist Destinations are Worried About the Delta Variant

•   Bloomberg: India Shifts 50,000 Troops to China Border in Historic Defense Move

•   Bloomberg: Indian Economy Takes a Breather in May Before Gaining Momentum

•   Bloomberg: China’s Recovery Stabilized in June With Signs of Rebalancing

•   Bloomberg: Cargo Congestion Argues for Early Christmas Shopping This Year

•   Bloomberg: Charting the Global Economy: Home Prices Soaring in U.S., U.K.

•   Bloomberg: One in Five Young Adults Is Neither Working Nor Studying in U.S.

•   Bloomberg: Why the Fed Has a New Framework and Why It Matters: QuickTake

•   Bloomberg: Merkel’s Bloc Widens German Election Poll Lead as Greens Slip

•   Bloomberg: Berlin May Vote on Expropriating Landlords Amid Tenant Ire

•   Bloomberg: U.S. and Germany Weigh Nord Stream 2 Deal Ahead of Merkel Visit

•   Bloomberg: EU Strikes Initial Deal on Farming Reform With Focus on Climate

•   Bloomberg: Lagarde Tells EU Leaders They Must ‘Water The Green Shoots’

•   Bloomberg: U.K. Population Grew at Slowest Rate Since 2002 as Pandemic Hit

•   Bloomberg: BOE Says Home Renters Hit by Pandemic Could Pose Risk to U.K.

•   Bloomberg: Saudi Aramco Bets on Blue Hydrogen Exports Ramping Up From 2030

•   Bloomberg: IMF Board Gives Unanimous Support to $650 Billion Reserves Plan

•   Bloomberg: Malaysia to Extend Lockdown, Boost Covid Aid, Muhyiddin Says

•   Bloomberg: Thailand Bans Dine-In Services in Bangkok to Stem Virus Wave

•   Bloomberg: Taiwan Confirms First Local Covid Cases of Delta Variant

•   Bloomberg: South Africa Bans Alcohol, Closes Schools to Curb Virus Surge

•   Bloomberg: Hospitals in S. Africa Hub Face Being Overrun by Covid Surge

•   Bloomberg: Africa Could Produce Covid-19 mRNA Vaccines Within 15 Months

•   Bloomberg: India Says Too Early to Judge Risk of Delta-Plus Covid Variant

•   Bloomberg: Australia to Notch Up Another Record Year for Resource Exports

•   Bloomberg: Peru’s Castillo to Reappoint Velarde as Central Bank Head

•   Bloomberg: Africa’s Most Virus-Ravaged Nation Runs Out of Vaccines

•   Bloomberg: Indian States Need More Financial Support From Government: S&P

•   Bloomberg: U.S., EU Willing to Review Venezuela Sanctions on Conditions

•   Bloomberg: Bolsonaro Trims Down Long-Awaited Income Tax Reform Proposal

•   Bloomberg: Iran Misses Deadline to Renew Nuclear Monitoring Pact With IAEA

•   Bloomberg: Turkey Gears Up for Risky Afghan Mission That No One Else Wants

•   Bloomberg: Vietnam’s Prime Minister Aims for Domestic Vaccine by June 2022

•   Bloomberg: A $27 Billion Pile of Debt Looms Over India’s New Bad Bank

•   Bloomberg: Strategists Flag Near-Term Risks for Bitcoin Price Outlook

•   Bloomberg: The IPO Market Has Never Been Hotter Than It Is Right Now

•   Bloomberg: Finding the Real Hawks Is Key to Picking Emerging-Market Winners

•   Bloomberg: How China Is Cracking a Window for Its Bond Investors: QuickTake

•   Bloomberg: Bond Market’s Bears Undaunted by Post-Fed Shakeout of Short Bets

•   Bloomberg: Reopening Stocks Fuel $6 Trillion Boom in a Post-Pandemic Market

•   Bloomberg: Land of Sub-Zero Yields Is a Hero in Saga of Global Policy Shift

•   Bloomberg: China-U.S. Rivalry Brings Promise of Innovation Investors Crave

•   Bloomberg: Financial Crisis Scars Tie Up $8.1 Trillion in U.S. Home Equity

•   Bloomberg: Libor Fears Persist for Loan Market With Six Months to Deadline

•   Bloomberg: ECB to Start Supervising Large Investment Firms as Law Changes

•   Bloomberg: Haters Everywhere in Stock Market After S&P 500’s Big First Half

•   Bloomberg: Transcript: Hyun Song Shin on CBDCs and the Future of Central Banking

•   Bloomberg: Trump’s Thwarted Oil Buy Would’ve Given Biden $6 Billion Bonanza

•   Bloomberg: There Isn’t Enough Natural Gas to Calm Down a Global Price Rally

•   Bloomberg: Oil Refiners Win at Supreme Court With Easier Waivers on Biofuel

•   Bloomberg: Oil Survey Reveals a Divide on When Global Demand Will Peak

•   Bloomberg: China’s Electric Car Capital Has Lessons for the Rest of World

•   Bloomberg: Where We Are on the Road to Electric Vehicles: QuickTake

•   Bloomberg: Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants

•   Bloomberg: Intel CEO Says Chip Shortage to Hit Bottom in Second Half

•   Bloomberg: World’s Biggest Carbon Market to Get Stronger in EU Green Shift

•   Bloomberg: EU Carbon Market to Expand to Shipping, Housing and Transport

•   Bloomberg: Why Hybrid Cars Are Popular in An Increasingly Electric World

•   Bloomberg: How ‘Ecocide’ Could Become an International Crime: QuickTake

•   Bloomberg: Fear of Geoengineering Is Really Anxiety About Cutting Carbon

•   Bloomberg: U.S. Ban to Have Only Limited Impact on China’s Solar Industry

•   Reuters: Booster may be needed for J&J shot as Delta variant spreads, some experts already taking them

•   Reuters: Fed's Mester says investments in workforce and inclusion lead to more resilient economy

•   Reuters: Fed's Kashkari says inflation will be temporary, workers will return

•   Reuters: Take Five: The missing piece in the Fed puzzle

•   Reuters: Supply constraints to slow U.S. auto sales growth in June - J.D. Power, LMC Automotive

•   Reuters: Germany to ramp up vaccinations in race with Delta variant

•   Reuters: Crisis deferred? Argentina's Paris Club deal trims IMF default risk

•   Reuters: First COVID-19 case could have emerged in China in Oct 2019 - study

•   AP: As variant rises, vaccine plan targets ‘movable middle’

•   CNN: Wall Street dealmakers have never been busier

•   CNBC: Delta: WHO urges fully vaccinated people to continue to wear masks as variant spreads

•   CNBC: CDC says roughly 4,100 people have been hospitalized or died with Covid breakthrough infections after vaccination

•   CNBC: Top strategist opens market playbook for second half, sees turbulence

•   CNBC: $15 minimum wage may make child care less accessible for some families

•   CNBC: Infrastructure investors like Biden’s deal, even though it’s smaller than hoped. How to trade it

•   CNBC: Jim Cramer says he feels better about Apple’s China exposure after Nike earnings

•   MarketWatch: WallStreetBets is dying, long live the WallStreetBets movement

•   SCMP: Huawei founder says the company must learn from the United States

•   SCMP: China-Iran relations: Xi Jinping congratulates new president Ebrahim Raisi under shadow of nuclear deal talks

•   SCMP: Beijing seems unlikely to rein in its aggressive Wolf Warrior diplomats

•   SCMP: Beijing hits back after US President Joe Biden blames its ‘intensifying repression’ for closure of Apple Daily

•   Caixin: Caixin Summit: China Needs Average GDP Growth of 5% to Avoid Middle-Income Trap, Ex-Official Says

•   Nikkei Asia: Japan drops out of 10 most populous countries: 2020 census

•   Nikkei Asia: Panasonic unloads entire Tesla stake

•   Nikkei Asia: Japan to give millions more AstraZeneca shots to Asia

•   Nikkei Asia: Toyota chief personally invests $45m in self-driving smart city

•   Nikkei Asia: Not all Japanese towns are shrinking: 300 show how it's done

•   Nikkei Asia: Japan weighs curbs on activist investors for national security: minister

•   Nikkei Asia: Tokyo's lack of guidance leaves diplomats unvaccinated on front line

•   Nikkei Asia: One in three Japanese say Olympic Games should be spectator-free

•   Nikkei Asia: Green bonds grow on Asia's investors

•   Economic Times: Indian economy may grow 8.4-10.1 pc in current financial year: NCAER

•   OilPrice.com: Global Jet Fuel Demand Is Slowly Recovering

•   For Construction Pros: Falling Lumber Prices Offer Anti-Inflation Assurance, If Not (Yet) Lower Costs

•   Industrial Vehicle Technology: CNH Industrial to acquire precision farming pioneer Raven Industries

•   ZDNet: Windows 11 previews: Here are the new hardware requirements for your PC

•   DIGITIMES: India pushing to attract investments from tech firms

•   Robotics Tomorrow: How Are Smarter Robots Leading to Mass Customization in Manufacturing?

•   Dronelife: Investment in Drone Companies Shifts as Drone Technology Matures: U.S.-Based Skyfish Scores $20 Million

•   매경(P1): 지붕 뚫고 하이킥…코스피 3302 가보지않은길 간다

•   매경: "빚투 시련이 시작된다"…금리 1%P 뛰면 가계 이자부담 12조 ↑

•   매경: "국고채 3년물 금리 1.5%까지 오를수도"

•   매경(P1): 넷플릭스에 '망사용료' 받을길 열렸다

•   매경(P1): 대우건설 인수전…중흥·DS 2파전

•   매경: 삼성 임직원, 내달 27일 모더나 백신 자체 접종…협력사 직원 포함

※   질병관리청: [보도설명자료] 머니투데이 등, 사업장 내 자체접종 관련

•   매경: 갑자기 코인 상폐 미루더니 스팸메일 탓?…가상화폐 시장 '아비규환'

•   매경(P1): 밀레니엄힐튼 르메르디앙 팔래스…서울서만 8곳 대형호텔 매물 나왔다

•   매경(P1): "접속하는 순간 당신도 '스티브 잡스'가 된다"…게임 체인저 '양자컴' 시대 온다

•   매경: "올해에만 24조 사들였는데 수익률 -2.2%" 개미 삼성전자에 울었다…카카오는 9.5% 수익

•   매경: [단독] 中企가 만든 탄소활용 기술, 인허가 규제에 파묻힐 위기

•   매경: 영끌 빚투에 韓 소득보다 가계빚 빠르게 늘었다…선진국중 최고

•   매경: "코인 사고나도 면책해달라" 은행 요구에 난감한 금융위

•   매경: 반갑다, 10대 그룹 여성 CEO…포스코·한화서 나왔네 [스페셜 리포트]

•   매경: "中日 누른 독보적 경쟁력"…LG전자 가전 이어 TV서 올레드 신화 쓴다

•   매경: 베트남 백신비용 요구에 韓기업 거액 내놔

•   매경: 한화, 모든 상장계열사에 ESG委 설치

•   매경: "1회 접종 러시아 백신 스푸트니크 라이트 8월 생산"

•   매경: 3300선 뚫은 코스피…하반기 방향 가를 변수는

•   매경: [공기업 ESG경영] '상생 DNA' 공기업들, ESG시대도 앞장섭니다

•   매경TV: '투자 구루' 짐 로저스, 매일경제TV 단독 대담…"알고 있는 것에 투자해라. 인터넷 '핫팁'을 듣지 마라"

•   한경(P1): "재난지원금 선별지급…캐시백으로 보완"

•   한경(P1): [단독] "배틀그라운드 뿐인데…" 크래프톤 상장 제동 건 금감원

•   한경: 백신 맞은 내외국인, 입국 때 자가격리 면제

•   한경: 한국·中美 8개국 '포괄적 협력관계' 구축

•   한경: 문재인 케어로 '밑 빠진 독'…내년 건보료 또 오르나

•   한경: LG디스플레이는 美관세 어떻게 피했나

•   한경: 라이다 vs 카메라…자율주행 '눈싸움' 치열

•   한경: 유동성에 출렁이는 자산시장, 실적만 보고 가라

•   한경: 김동연 "예전엔 나라가 국민 걱정, 요즘은 국민이 나라 걱정" [홍영식의 정치판]

•   한경: LG폰 철수에 아이폰 날개…요동치는 갤럭시 안방 한국 배성수의 다다IT선

•   한경: "물구나무로 산 타는 격"…한국 비웃던 일본 '코 납작' [박신영의 일렉트로맨]

•   한경(P1): "23년 일하면서 이런 '큰 장'은 처음"…'꿈'에 베팅하는 기업들

•   한경: 과감히 사들이는 신세계, 미련없이 파는 SK

•   한경: "20년 만에 호황" 일감 쏟아지자…"IB 인재 없나요?"

•   한경: M&A 벌써 50조…기업들, 코로나發 격변에 '재빠른 사냥꾼' 변신

•   한경(P1): 속쓰린 개미들…3분기는 '반·차의 시간'

•   한경(P1): 전국민 고용보험 후폭풍…소상공인 보험료 오른다

•   한경(P1): 코로나로 어려운 회사들, 단체 실손보험부터 깼다

•   한경: '델타변이 유행국'서 입국자 급증…해외유입 확진 11개월 새 최다

•   한경: "'친중 기업' 낙인 찍히면 어쩌나"…속타는 한국 기업들

•   한경: KB금융, 자산 포트폴리오 탄소배출량 업계 최초로 공개

•   한경: "코스피 3400 간다"…국내 최고 전문가들이 꼽은 유망 업종

•   한경: 삼척화력발전소 전문가 검증도 못 믿겠다는 환경단체

•   한경: "국민연금 받을 때까지 정년연장"…현대차 노조 '파업 으름장'

•   한경: 삼성 워치·머스크의 입…MWC에 쏠린 눈

•   한경: SKT, 中企 3곳 손잡고 호텔서빙 AI로봇 상용화

•   한경: 동네골목 곳곳 파고든 무인점포…'단순 일자리' 종말 알리나

•   한경: "언제는 부부공동명의 하라더니…" 황당한 여당

•   서경(P1): ‘화물 포화’ 부산항, 웃돈 얹어 선박 싹쓸이하는 중국에 몸살

•   서경: 中 '웃돈' 얹어 선박 싹쓸이···"정부차원서 장기계약 장치 필요" [부산항 물류대란]

•   서경: 올해 60% 쑥···항공운임도 고공비행

•   서경: 물량 내보내는데 한달, 재고는 산더미···피 마르는 中企

•   서경(P1): [단독] 재건축에도 공공기획 도입···서울시 사업기간 확 줄인다

•   서경: 여의도·압구정·목동 재건축 사업단축···은마·잠실5 첫 수혜지 될 듯

•   서경: 이의신청 1.4만건 중 반영 0.7%···결국 공시가 19% 급등 확정

•   서경: 삐걱거리는 공공개발···부산 전포 3구역 철회 요구

•   서경: 文정부 초기에 없앤 에너지 차관...임기 10개월 남기고 신설

•   서경: ‘적자에 노사갈등' 겹악재 한국GM, 생산 모델 2개로 줄인다

•   서경: 빠른 순환매에 '쩔쩔'···개미가 찜한 IT·배터리·車 5개월 수익률 '-'

•   서경(P1): 反기업 역풍···기업가정신 칠레에도 뒤진다

•   서경: 韓 '기업 반감' 中의 5배···"대선국면 무슨 규제 나올지 벌써 걱정"

•   서경: 韓 창업 관심도 OECD 최하위···자수성가형 기업가 드물어

•   서경: 기업 옥죄는 왜곡된 인식·규제···국내 투자 줄이고 해외 눈돌려

•   서경(P1): [단독] '청년 일자리' 볼모···밥그릇 챙기는 기아 노조

•   서경: 글로벌 'TAX 리셋' 가속···한국기업은 법인·탄소세 부담 이중고

•   서경: 미래 산업시설·첨단 R&D 투자 이끌어낼 '세액공제' 늘려야

•   서경: 244㎡ 초과땐 취득세 중과·주식 거래때 농특세, 아직도 이런 황당한 세금이···

•   서경: 전국 휘발유값 8주 연속 상승···리터당 1587.5원

•   서경: OLED도 반도체 대란에 발목···스마트폰 구동칩까지 품귀

•   서경: “배터리 카트 끌고 전기차 충전···줄 설 필요없죠”

•   서경: CEO스코어 “오너있는 대기업이 없는 곳보다 성장률 높아”

•   조선(P1): 탈원전 완료 1년 앞두고… 독일 감사원, 전력 부족사태 경고

•   조선: 프랑스 “미래에도 원전이 핵심” 재생에너지와 양날개 전략으로

•   조선: 獨은 국민합의라도 거쳤지만, 우리는 정부 독주로 탈원전

•   조선: 탄소제로 선언한 일본, 10년내 원전비율 6→22%로

•   조선: 원어민 강사發 집단감염, 수강생·가족 72명 확진

•   조선: 화이자·모더나 같은 mRNA 백신이 변이 예방 효과 커

•   조선: ‘교차접종’ 괜찮을까? “델타 변이 예방효과 3.9배 높다” 연구도

•   조선(P1): “붉은 핏줄 잇자” 시진핑, 마오쩌둥 앞에서 황제 집권 내비쳤다

•   조선: 3연임 노리는 시진핑, 마오쩌둥만 썼던 ‘당의 조타수’ 표현 사용

•   조선(P1): [알립니다] 前 CIA국장과 前 주한미군사령관이 한자리에

•   조선(P1): [NOW] ‘서학개미’ 배당금 2억달러 돌파했다

•   조선: 현대차·LG·포스코… 정상근무 서서히 시동

•   조선: 폰사업 떠난 LG, 아이폰 판매… 비상걸린 삼성, 긴급대책회의

•   조선비즈: 반포 23억, 도봉 10억… 서울 곳곳에 쏟아지는 ‘전세 신고가’

•   조선비즈: 하반기 전국서 분양 물량 쏟아진다… 실수요자들 집값 오름세 속 유일한 대안

•   조선비즈: [하반기 증시 전망] ① “코스피지수, 최고 3700 간다”

•   조선비즈: 상장 문턱 낮춰서 ‘중견기업’ 키운다는 산업부…”주가 작전세력에 문 열어주나” 비판도

•   조선비즈: 차입금 10년 만에 10분의 1로…재무상태 개선

•   조선비즈: 대일 무역적자 100억 달러, 전년比 35%↑...반도체 수출 증가에 소재·부품 수입 증가

•   조선비즈: 쌍용차, 내일 매각 공고… 회생계획안 제출 기한은 2개월 연기

•   조선비즈: [진단, 물가불안]⑦ 美 가드너웹大 김성재 교수 “가계지원금 등 확장 재정, 인플레 고착화 우려”

•   조선비즈: 中 OLED TV 시장, 中 업체 점유율 50% 훌쩍…LG전자 12% 그쳐

•   조선비즈: 한국, 체코와 소형원전 기술협력 추진... 8조원 원전 수주에 영향줄까

•   조선비즈: 日 미쓰비시·히타치도 ‘소형 원자로' 사업 추진

•   조선비즈: 中 공사 규제에 굴착기 판매 급감… 두산·현대, 중동·남미로 눈 돌린다

•   조선비즈: [여의도토크] 경제분야 對정부 질의 300분간 홍남기 30분 출연…‘단역’으로 전락한 이유는

•   중앙: 서울 접근성 키 쥔 GTX, 아파트 실수요자 실어날랐다

•   중앙: “mRNA 백신 신속 개발, 주류와 다른 방향 연구 산물”

•   중앙: 개미들 많이 산 우량 대형주 길 때, 중소형주는 뛰어…‘청개구리 시황’ 못 읽어 울상

•   중앙: 베트남 펀드 평균 수익률 29%…MMF 설정액 165조, 31% 성장

•   중앙: ‘유동성 파티’ 막바지, 하반기엔 실적 성장 기업 주목해야

•   중앙: 크래프톤·카뱅 등 하반기 ‘대어’ IPO 줄 잇지만, 증시 변동성 심해 옥석 가려야

•   중앙: 달러·금·채권 인버스 ETF…수퍼 리치들이 움직인다

•   중앙: 델타 변이 느는데, 내달 거리두기 완화…코로나 확산 위기

•   중앙: "대장균으로 휘발유 뽑는다" 석유시대 끝났다는 KAIST 교수

•   중앙: 중대재해법 처벌 피하려, 바지사장 앉히고 면피용 지시 남발

•   중앙: 지방 1억 미만 ‘꼬마 아파트’에 갭투자 몰렸다

•   중앙: “한국, ESG를 기술주도형 혁신동력으로 키울 잠재력 있다”

•   중앙: -37달러서 74달러로…국제유가 어디까지 뛸래

•   중앙: 코스피 연일 최고 찍는데 ‘곱버스’ 베팅하는 개미들

•   동아(P1): 김학의-이상직-원전-靑기획사정…檢권력수사 팀장 모두 교체

•   동아(P1): 모임 인원 제한 연장… 비수도권 8명까지만

※   복지부: 거리두기 개편 수도권 2단계, 비수도권 1단계 적용

•   동아: ‘델타 변이’ 전파력, 英변이의 1.6배… 화이자 2회 접종땐 88% 예방

•   동아: 서울 신축 아파트 전세 물량 품귀… 분양가는 14억-전셋값은 21억

•   동아: 서울 아파트 청약경쟁률 상반기 124 대 1 역대 최고

•   동아: 재택 김대리, 사무실 돌아온다… 직장가 다시 회식-출장 ‘북적’

•   문화(P1): “디지털 新권위주의… 더 유연한 민주주의로 극복해야”

•   문화: ‘미래 클린에너지’ 수소에 9조 투자… 인천型 ‘탄소중립 생태계’ 만든다

•   한국: '여당 구애' 난감한 김동연, '개헌 구애' 곤란한 최재형

•   한국: 美, 중국 신장산 태양광 소재 수입 제한 움직임… "한국 기업엔 기회"

•   국민: “이대로 가면 다 죽는다”… 北 민심이 심상찮다

•   국민: 대선 후보에 공약 조언… 경제부처 출신 OB들 존재감 표출

•   세계: “北영변 화력발전소 가동중 … 核 재처리 때와 유사”

•   한겨레: “​비정규직 10명 중 3명 ‘코로나 실직’ 경험…정규직의 5배”

•   경향: 3대 소재 ‘탈일본’ 순항…‘중간재 의존’ 체질 개선까진 먼 길

•   머니투데이(P1): 야구단·W컨셉·이베이…유통패권 노리는 정용진의 전력투구

•   머니투데이: 정유사 실적 변수 '정제마진'…기댈 곳은 이란 원유 수출

•   머니투데이: 5대 그룹 자산 1000조 돌파…삼성도 놀래킨 롯데 '곳간의 비결'

•   더벨: 진격의 두산중공업 주가, 오버행 이슈 없다?

•   더벨: ESG 이름 내건 주식형펀드, 코스피 탈피 '한참 멀었다'

•   헤럴드경제(P1): 삼성, 웰스토리 매각까지 검토했다

•   헤럴드경제(P1): 토스 “완전 파괴·혁신적 개발중” 카카오페이 “친구끼리 소셜보험” [헤럴드 금융포럼 2021]

•   헤럴드경제: 구본준號 ‘LX’ 브랜드 7월 전계열사 확대

•   헤럴드경제: BBB급 두산, 회사채 수요예측서 2배 이상 자금 몰려

•   파이낸셜뉴스(P1): '도심복합사업' 서울서만 7만가구 더 푼다

•   파이낸셜뉴스(P1): 은행대출 대신 채권 찍는 기업.. 올 상반기 발행액 작년치 육박

•   파이낸셜뉴스: 10대그룹 상반기에만 10조 늘어… "금리 오를라" 곳간 채웠다 [상반기 회사채·IPO규모 모두 늘었다]

•   파이낸셜뉴스: IPO 풍년에 기업자금 조달 ‘역대급’ 연간 공모액 28조 ‘사상 최대’ 전망

•   파이낸셜뉴스: '회식의 부활'이 두려운 2030 직장인들

•   파이낸셜뉴스: 국내선 여객 월 300만명대 회복… 성수기 항공권 불티 ['포스트 코로나' 날개 펴는 산업]

•   파이낸셜뉴스: 제주도 렌터카 7~8월 예약 다찼다 ['포스트 코로나' 날개 펴는 산업]

•   파이낸셜뉴스: 조선 빅3, 수주목표 72% 달성에도 '실적 보릿고개'

•   파이낸셜뉴스: 정비사업 '1조클럽' 벌써 5곳… 하반기 수주전 더 뜨겁다

•   파이낸셜뉴스: 건설사들, M&A로 ‘脫건설’ 속도

•   파이낸셜뉴스: 카카오그룹 단숨에 5위… ‘원전’ 두산, ‘에너지’ 한화도 재입성

•   아시아경제(P1): [좀비기업 경고등]싼 이자도 못내는 취약기업 ↑…줄도산 악몽

•   아시아경제: [좀비기업 경고등] 취약기업 10곳 중 6곳이 中企…금리인상·지원 종료시 줄도산 위기

•   아시아경제: [좀비기업 경고등]부실 키우는 씨앗, 한계기업 지원의 역설

•   아시아경제: 이통 3사도 40兆 '구독경제' 전쟁…멤버십 강점 부각

•   디지털타임스(P1): 표심만 노린 `소득 포퓰리즘`

•   디지털타임스(P1): 노사 갈등 수렁에 빠진 빅테크 기업

•   디지털타임스: 물가상승 우려 커지는데… 정부 "인플레 걱정없다"

•   디지털타임스: 코스피 수익률 15%… `주식투자` 상반기 재테크 1위

•   디지털타임스: `동학개미`의 힘… 작년부터 국내주식 100兆 샀다

•   디지털타임스: 삼성전자 23兆나 산 개미들… 정작 수익률은 `마이너스`

•   이데일리(P1): 한·미 증시 '고요한' 신고가…'과열' 경고음도

•   이데일리: 코스피 3300 시대 투자 투톱은 '실적주와 배당주'

•   이데일리: “코인도, 부동산도 애매"…증시로 유턴하는 시중자금

•   이데일리: 삼성·SK, D램 가격 상승세 올라탔다…2분기 '반도체 수혜' 기대

•   이데일리: 韓배터리, 핵심 소재서 지배력 넓혔지만…中·日에 밀린 3위

•   이데일리: '슈퍼사이클' 맞은 반도체 장비, 공장 증설 경쟁도 '후끈'

•   연합: 휴일 영향에 오늘 500명 안팎…'새 거리두기' 방역 변수 우려도

•   연합: 탄소중립 핵심기술 아이템 100개 선정해 표준화 추진

•   뉴스1: ㈜두산, 지게차 사업부문 분할 승인…7500억 현금화한다

•   MBC: [시선집중] 조정훈 "김동연, 7월경 우리 시대 화두 던질 것.. 결심만 서면 아주 무서운 분"

•   KBS: [질문하는기자들Q] 언론사는 ESG 행사 중…기업들 “제발 좀…”

•   SBS Biz: [단독] 삼성전자, 반도체 장비도 초격차…EUV 선점에 ‘4조+α’ 투자

•   이투데이: 협동로봇ㆍ드론 키우기 몰두하는 두산…올 들어 100억 이상 투자 단행

•   e대한경제: 3년간 재무구조 나쁜 기업 ‘부실기업’ 판정

•   더구루: 中굴착기 판매 15개월 만에 마이너스…'인프라·부동산 투자 감소탓'

※   kotra: 中 굴삭기 판매 15개월 만에 마이너스 전환, 그 원인은

•   더구루: 현대차 中공장 올 5월 가동률 23.55%…'4분의 3은 개점휴업'

•   뉴데일리: '수소협의체' 10개 그룹으로 는다… 9월 공식 출범

•   에너지경제: [기획르포] 새만금, 신재생에너지 '허브'로 거듭난다

•   에너지경제: [원자력세미나 2021] "탄소중립하려면 원전 보급 속도 원자력 붐 때보다 빨라야"

•   에너지경제: [원자력세미나 2021] "원전 수출·SMR 개발하려면 답은 신한울 원전 3·4호기 건설 재개 뿐"

•   에너지경제: [원자력세미나 2021] 주한규 교수 "원전 수출 위해 전력-수소 생산 병행 등 형식 다변화 필요"

•   에너지경제: [원자력세미나 2021] 정용훈 교수 "탈원전 철회하면 우리나라 전체 숲 탄소 흡수량 두 배 배출 감축"

•   에너지경제: [원자력세미나 2021] 이원욱 위원장 "SMR 수출, 원자력 산업·외교서 중요한 역할"

•   전자신문(P1): 2022년 아이폰, 6.7 및 6.1인치로 재편…'미니'는 단종, 홀 디자인 도입 전망

•   전자신문: [단독]삼척블루파워 항만공사 재개 승인...공사중지 8개월만에 본궤도

•   전자신문: 韓 물류·美 여객…현대차 UAM '투 트랙' 가동

•   전자신문: [특별기획]2050 탄소중립 기후변화에 대응하자(8)그린뉴딜 핵심 스마트생태공장

•   물류신문: 계속되는 물류비 상승에…수출기업 시름 깊어진다

[Opinions]

•   Project Syndicate(Jan Eeckhout): Market Power Is Eating the Economy

•   Project Syndicate(Michael Spence): How Great Powers Should Compete

•   Project Syndicate(Anne O. Krueger): America’s Muddled Industrial Policy

•   Project Syndicate(John B. Taylor): Is the Fed Getting Burned Again?

•   Project Syndicate(Ian Buruma): The Death of Free Speech in Hong Kong

•   FT(Editorial Board): How Europe should deal with Russia’s Vladimir Putin

•   FT(Editorial Board): US infrastructure deal shows centrist clout

•   FT(Martin Wolf): It is folly to make pensions safe by making them unaffordable

•   FT(Rana Foroohar): America and the EU are stronger together

•   FT(Robert Armstrong): ESG’s lower (expected) returns

•   FT(Michael Mackenzie): Rising market uncertainties to test investors

•   FT(John Dizard): Thrum and haze of diesel generators spread across America

•   FT(Tom Braithwaite): What next for AstraZeneca vs the EU?

•   FT(Paul Goodman): Boris Johnson and Rishi Sunak are at odds on tax and spend

•   FT(Lex): Carbon counter: read ’em and weep

•   WSJ(Editorial Board): Instant Bipartisan Double Cross

•   WSJ(Editorial Board): A Bipartisan Pact to Supersize the IRS

•   WSJ(Editorial Board): A Conservative Court Awakening

•   WSJ(Editorial Board): The CDC’s Eternal Emergency

•   WSJ(Editorial Board): Tapping Red States for Infrastructure

•   WSJ(Editorial Board): President Ricchetti’s Infrastructure Clean Up

•   WSJ(Andy Kessler): ‘Drill, Baby, Drill’ Is the Future

•   WSJ(Martin Kulldorff, Jay Bhattacharya): A Covid Commission Americans Can Trust

•   WSJ(Mick Mulvaney): The High Cost of Bipartisanship

•   NYT(Paul Krugman): Economics in a Post-Truth Nation

•   NYT(Adam Serwer): The Cruel Logic of the Republican Party, Before and After Trump

•   NYT(Amy B. Rosenfeld, Vincent R. Racaniello): Worry About Human Behavior, Not Covid Variants

•   WP(Editorial Board): U.S. birthrates are plummeting. Increasing legal immigration can help.

•   WP(Editorial Board): China is exporting propaganda while the rest of the world stands idly by

•   WP(Jennifer Rubin): Biden’s path forward will not be easy. But it is possible.

•   WP(Karen Tumulty): Has Biden really revived the art of dealmaking? We’ll see.

•   WP(Reuel Marc Gerecht, Ray Takeyh): In Ebrahim Raisi, Iran’s clerics have groomed and promoted their ruthless enforcer

•   Bloomberg(Mohamed A. El-Erian): Sydney Lockdown Shows Delta Adds Urgency to Nations’ Covid Response

•   Bloomberg(Niall Ferguson): Get Ready to Live With Covid's Hassles Forever

•   Bloomberg(John Authers): Research Shows Smart Beta Has Worked for Bonds Since Napoleon

•   Bloomberg(Robert Burgess): Is Now a Better Time to Buy or Sell a Home?

•   Bloomberg(Liam Denning): California Drought Now Threatened by a Natural Gas Shortage

•   Bloomberg(Jonathan Bernstein): Getting an Infrastructure Deal Wasn't Simple

•   Bloomberg(Hal Brands): What Does ‘the West’ Really Mean in a Cold War Against China?

•   Bloomberg(Lionel Laurent): Covid Delta Recovery: Mario Draghi's Warning to Europe Is Right On

•   Bloomberg(Therese Raphael): U.K. Russia Warship Shots in Crimea Show Limits of Putin-Johnson Summit

•   Bloomberg(Andrea Felsted): Boris Johnson's U.K. Travel Rules for Green List, Ibiza, Vaccinated Disappoint

•   CNBC(Frederick Kempe): Chinese Communist Party at age 100 confronts growing contradictions

•   Reuters(John Kemp): Oil prices soar even as consumption remains below trend

•   한경(한상춘): 4년간 집값 상승률 17%를 믿으라고?

•   아시아경제(최준영): 전기의 시대와 도시