Business Intelligence Monitor 210629

(Introduction)

[Markets]

•   Global: Global shares reach new highs on U.S. equities markets

•   Metals: Copper eases as China industrial profits slow, stocks climb

•   Iron ore: Iron ore price up as China port stocks hit over 8-month low

•   Coal: China coal futures tumble as senior official signals rise in supply

•   Grains: CBOT corn, soy, wheat rally as heat forecasts trump weekend rains

•   Cryptocurrency: Bitcoin Price Climbs After Mexican Billionaire Urges People to Buy

•   한국: 코스피 0.03% 하락 마감…이틀째 3,300선 유지

•   한국: 두산그룹주 힘받아, 두산 오리콤 오르고 두산인프라코어 8%대 급락

[Indicators]

•   US Jun. Dallas Fed manufacturing Index: Texas Factory Production Picks Up in June -- Dallas Fed

[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

[News]

•   WSJ: Americans’ Hunger for the World’s Goods Drives Global Recovery

•   WSJ: Biden to Highlight Infrastructure Deal’s Roads and Bridges, Not Legislative Path

•   WSJ: Vaccine Combinations Safe and Effective, Study Finds

•   WSJ: Delta Variant of Covid-19 Surges Across Africa

•   WSJ: Fed Officials Debate Scaling Back Mortgage-Bond Purchases at Faster Clip

•   WSJ: Post-Covid-19, World Risks Having to Pay Off ‘Immunity Debt’

•   WSJ: Apparel Importers Tripped Up by Ban on Forced-Labor Goods From China

•   WSJ: President Biden Won’t Attend Tokyo Olympics

•   WSJ: Persistent Advance in Stocks and Commodities Shows Investor Confidence

•   WSJ: Fannie and Freddie Overhaul Reboot Benefits Many Mortgage Players

•   WSJ: Clean Energy ETFs Take a Hit, but Money Keeps Flowing In

•   WSJ: Judge Dismisses Antitrust Lawsuits Against Facebook

•   WSJ: Panama Canal Tackles Climate-Change Puzzle

•   WSJ: Nvidia Gets Just a Little Help From Its Friends

•   WSJ: Eager to Go Overseas This Summer? A Covid-19 Vaccine Will Help

•   NYT: It’s Some of America’s Richest Farmland. But What Is It Without Water?

•   NYT: California Set to Extend Eviction Protections

•   NYT: U.S. Carries Out Airstrikes in Iraq and Syria

•   NYT: Iraq Condemns U.S. Airstrikes on Iran-Backed Militias

•   NYT: The Night the Oxygen Ran Out

•   NYT: At Nearly 116 Degrees, Heat in Western Canada Shatters National Record

•   NYT: High Lumber Prices Add Urgency to a Decades-Old Trade Fight

•   NYT: Boeing faces new questions on the development of its latest big plane.

•   WP: Spread of delta variant prompts new coronavirus restrictions worldwide

•   WP: Covid paradise Australia faces nationwide outbreak as ‘gilded cage’ is tested by delta variant

•   WP: Israel, citing herd immunity, won’t reimpose most restrictions as delta variant spreads

•   WP: Biden’s lose-lose game in Afghanistan

•   FT: Bundesbank boss calls on ECB to scale back bond purchases

•   FT: The hunt for a coronavirus super shot

•   FT: The Communist party at 100: is Xi Jinping’s China on the right track?

•   FT: Germany’s post-pandemic budget will ripple beyond its borders

•   FT: French regional elections pose challenge to Macron

•   FT: EU’s Economic Guardians Are Split on Post-Pandemic Strategy

•   FT: Hopes fade for US-UK travel corridor before end of summer

•   FT: Javid wants return to normal for England ‘as soon as possible’

•   FT: UK must ‘learn to live’ with Covid, says new health secretary

•   FT: EU confident of further delay to N Ireland meat import curbs

•   FT: How Britain’s Channel ports avoided Brexit meltdown

•   FT: UK productivity crisis less acute than previously thought

•   FT: MPs criticise UK government plan for economic recovery

•   FT: Russia on the back foot as third Covid wave surges

•   FT: ‘Amlo will keep on being Amlo’: Mexico’s president undeterred by bruising midterms

•   FT: South African Central Banker Sees Economy More Lockdown-Proof

•   FT: European stocks jump in first half of 2021 with ‘old economy’ in vogue

•   FT: Europe seeks to kick-start sluggish corporate bond market

•   FT: US shale patch resists temptation for new drilling rush

•   FT: Samsung’s carbon emissions rise despite ESG claims

•   FT: Green energy push ‘the only positive from Covid’

•   FT: The Chinese women desperate to keep working but forced to retire

•   FT: What talking fish can tell us about the state of the WTO

•   Bloomberg: China’s Communists Face Daunting Future as Party Marks 100 Years

•   Bloomberg: China’s Xi Set for Speech Honoring Communist Party Members

•   Bloomberg: House to Vote on Its Version of U.S.-China Competitiveness Bills

•   Bloomberg: U.S. Job Market Begins a ‘Weird Summer,’ With Choppy Recovery

•   Bloomberg: Goldman Sachs Sees Supply-Driven Inflation Retreating in 2022

•   Bloomberg: Biden Plans to Celebrate U.S. ‘Independence’ from Covid-19

•   Bloomberg: Biden Honeymoon With Liberals Fades as Priorities Downplayed

•   Bloomberg: Quarles Says Fed Digital Dollar Poses Risks With Unclear Benefit

•   Bloomberg: Rubin Sees ‘Material Risk’ High U.S. Inflation Will Be Enduring

•   Bloomberg: EU’s Economic Guardians Are Split on Post-Pandemic Strategy

•   Bloomberg: Japan Defense Official Outlines Threat From More Assertive China

•   Bloomberg: Bank of Russia Considers Rate Increase of Up to 1 Percentage Point

•   Bloomberg: Water Crisis Is Compounding an Inflation Time Bomb in Brazil

•   Bloomberg: Saudi Arabia’s Net Foreign Assets Fall Again From Decade Low

•   Bloomberg: South African Central Banker Sees Economy More Lockdown-Proof

•   Bloomberg: Indonesia to Start Vaccinating Teens to Curb Covid-19 Resurgence

•   Bloomberg: Indonesian Province Orders Lockdowns as Virus Spike Worsens

•   Bloomberg: By One Measure, March 2020 Was Worse Than the Financial Crisis

•   Bloomberg: Virus Outbreaks in Sydney and South Africa Cool Hot Currency Trades

•   Bloomberg: Steel Going Into Biden’s Infrastructure Plan Reaches Record

•   Bloomberg: Risky ESG Debt Finds a Buyer as $18 Billion Credit Fund Piles In

•   Bloomberg: Qatar Sees Gas Demand Peaking Around 2040, Much Later Than IEA

•   Bloomberg: Glencore Snaps Up More Coal, Helping Its Rivals Retreat

•   Bloomberg: Nissan’s Chinese Battery Partner Plans U.K. Project ‘Very Soon’

•   Bloomberg: An Expert Watches Biden's Clean-Energy Dream Walk a Tightrope

•   Bloomberg: China’s Carbon Market Set to Miss Target for Start of Trading

•   Reuters: Russia, China extend friendship and cooperation treaty -Kremlin

•   Reuters: NY Fed's Williams says major questions need to addressed as digital currencies emerge

•   Reuters: Ahead of talks, OPEC forecasts point to oil supply deficit in August

•   Reuters: Fed's Barkin says U.S. has made "substantial further progress" on inflation goal

•   Reuters: Merkel keeps up case for EU talks with Russia despite objections

•   Reuters: Germany's Scholz to discuss global corporate minimum tax in Washington

•   Reuters: Italy says its relations with U.S. far more important than with China

•   Reuters: France says Iran must resume co-operation with IAEA nuclear watchdog

•   Reuters: German renewables use knocked by lower wind output

•   Reuters: EU drafts plan to toughen carbon market - report

•   Reuters: BOJ was confident in June meeting of recovery as vaccination proceeds

•   Reuters: Taiwan's COVID-19 cases fall to month-and-a-half low

•   Reuters: Fitch does not expect China's three-child policy to boost births significantly

•   Reuters: Biden administration to send COVID vaccines to Peru and Pakistan

•   Reuters: Chinese EV battery maker CATL extends deal with Tesla

•   Reuters: Analysis: North Korea sees 'propaganda value' in slimmer Kim, analysts say

•   AP: EXPLAINER: Infrastructure deal targets lead pipes

•   CNN: Gas prices are the highest they've been in nearly seven years. Here's why

•   CNN: Signs the 2020 recession may already be over

•   CNBC: Dr. Scott Gottlieb: Daily new U.S. Covid cases won't ever go to zero

•   CNBC: How the UK with the delta variant is a blueprint for the US

•   CNBC: El-Erian says the Fed is behind on inflation and risks another recession if it is forced to catch up

•   CNBC: China Beige Book sees creeping caution among consumers and businesses

•   CNBC: China’s aggressive behavior on the global stage is an ‘immense danger,’ says analyst

•   CNBC: Biden's airstrikes send a clear message amid Iran deal talks

•   CNBC: Aramco sees major hydrogen market forming amid pressure for Big Oil

•   CNBC: Moody’s says these Indian infrastructure firms are better positioned to withstand Covid disruptions

•   CNBC: Goldman goes through second-half scenarios that could lead to a 17% S&P drop or continued rally

•   MarketWatch: Full FDA approval of Pfizer’s and Moderna’s COVID-19 shots would reinvigorate the U.S. vaccination push — but it could still be months away

•   Fox News: Biden says Iran will not get a nuclear weapon on his watch

•   Politico: White House targets corporate giants in draft executive order

•   SCMP: China’s Communist Party turns 100: how each generation justifies its rule

•   SCMP: China urges India to make a move to ease border tensions

•   SCMP: China turns on world’s first giant hydropower turbines

•   SCMP: Coronavirus: Early signs Sinovac’s jab is safe and effective in children

•   SCMP: China watchers may steer clear once travel curbs are lifted, survey finds

•   Global Times: China urges the US to withdraw political ‘black hands’ on scientists on COVID-19 origins

•   Global Times: World’s first 1MWh Na-ion battery energy storage system launched in North China

•   Caixin: Charts of the Day: Foreign Investors Love China’s Multitrillion-Dollar Mutual Fund Market

•   Caixin: China, EU Set to Agree on Green Finance Definitions by Year-End, Official Says

•   Caixin: China’s Chip Investment Moves Ahead Full Throttle

•   Caixin: Delta Variant Forces Guangdong to Expand Who Counts as a ‘Close Contact,’ Official Says

•   Caixin: China Signals Electricity Price Hike for Households

•   Nikkei Asia: SoftBank stops making Pepper robot but says it isn't dead

•   Nikkei Asia: How the National Security Law transformed Hong Kong in one year

•   Economic Times: Fiscal impact of fresh stimulus package under 1% of GDP: Experts

•   Economic Times: India set to report strong growth this fiscal, to cross 7% GDP by FY24

•   Economic Times: Business activity recovers for fifth week as cases, lockdowns ease: Report

•   MINING.com: Green copper demand to average 13% annual growth over next 10 years – report

•   For Construction Pros: Bipartisan Infrastructure Plan Set to Boost Economy

•   ZDNet: The global chip shortage is leaving car makers stuck in the slow lane | ZDNet

•   ZDNet: Qualcomm unveils 5G vehicle-to-everything systems and energy efficiency | ZDNet

•   MIT News: New face mask prototype can detect Covid-19 infection

•   Dronelife: Flying a Drone in the Wind, Cold, and Other Challenging Environments

•   매경(P1): [단독] 10만원 저축땐 10만원 더주는 청년통장 나온다…3년간 720만원 목돈 마련

※   기재부: 「2021년 하반기 경제정책방향」

•   매경: "소비 불 붙여라"…신용카드 더 쓰면 최대 30만원 돌려준다

•   매경: 배터리·백신 설비에 1조 투자땐 1000억 세금감면

•   매경: 성범죄자 카톡 고지, 50인미만도 주52시간…하반기 뭐가 달라지나

※   기재부: 2021년 하반기부터 이렇게 달라집니다 발간

•   매경(P1): "내집은 대체 어디에"…수도권 아파트 평균 7억 넘었다

※   KB: 2021.06월 『[월간]KB주택가격동향』조사결과

•   매경(P1): [단독] 기초자산 있는 코인 만들고 이름 뿐인 가상화폐는 퇴출

•   매경: 빗썸에선 39원, 업비트선 11원…상폐위기 코인 가격 최대 3배 벌어졌다

•   매경: 대표 CTO들이 뽑았다…'5년 후 한국 먹여살릴 혁신기술은' ?

•   매경: 스마트폰 버린 LG그룹의 비밀병기…매출 10조 넘보는 '전장사업' 날개달았다

•   매경: "괌 드디어 간다"…대한항공 18개월만에 운항재개

•   매경: SK바사, 코로나19 백신 임상3상 신청

•   매경: 동학개미 27조나 사들였는데…삼성전자 목표가 또 낮췄다

•   매경: "기다리면 더 올라"…아파트 호가 뛸 수 밖에 없는 3가지 이유

•   매경: 서울시, 재건축 앞당긴다…공공기획 도입해 기간 단축

•   매경: [상생 경영] 2중고 시달리는 中企 동생들…대기업 형들이 해결사로 나선다

•   한경(P1): 조이고 풀고…바뀌는 대출규제 헷갈리네

•   한경: 은행서 'DSR 40%' 꽉 채웠어도 저축은행서 20% 추가대출 가능

•   한경(P1): 증시활황 이어지자 대체거래소 급물살

•   한경: 주식 거래시간 늘고 수수료 '뚝'…ATS, '거래소 66년 독점' 깰까

•   한경: 美는 대체거래소 활성화…점유율 30% 육박

•   한경: 현행법상 ETF 거래 안돼…'반쪽 거래소' 우려

•   한경(P1): 'MWC 2021 완전정복' 특별 웨비나

•   한경: [마켓인사이트] 카카오뱅크 8월 상장…몸값 18조 산정

•   한경: 고용도 자금사정도 악화…중소제조업 하반기 '비상'

•   한경: 스마트공장 구축 지원…中企들 "막차 타자"

•   한경: "ESG 실천하는 기업"…소비자 입소문 퍼져야 '최고 브랜드'

•   한경: 펀드·ETF로 불붙은 '메타버스 투자'

•   한경: 8년전 테이퍼링 보니…"조선·은행株 주목"

•   한경: "코스피 두 배 수익"…연기금·외국인 비결은

•   한경: 3기 신도시 '모듈러 주택' 검토

•   서경(P1): [단독] "쌍용차, 청산이 더 낫다"···청산가치가 존속가치보다 2,300억원 더 높아

•   서경: [단독] 쌍용차 매각돼도 4,000억 추가 수혈해야···"구조조정 전엔 매력 없다"

•   서경: 車 경쟁력 추락 중에도···쌍용차 인건비는 2배 이상 늘어

•   서경(P1): [단독] 6개월 직접조달 41兆···기업들, 사상 최대로 자금 모았다

•   서경: [시그널] "늘 위기 뒤 기회였다"···SK·LG·한화, 1조 원 이상 곳간 채웠다

•   서경: 연봉·물가 같이 올라도 "임금 인상" 착각

※   한국은행: 한국의 화폐환상에 관한 연구

•   서경: "친환경 공정 기술 개발"···반도체·디스플레이도 '탄소중립' 박차

•   서경: 산업硏 "반도체·車 등 주력산업, 하반기 수출 16.7% 늘어난다"

※   산업연구원: "2021년 하반기 경제산업 전망"

•   서경: 국민 3명 중 2명 "원전 유지·확대 찬성”

※   전경련: 에너지전환정책 대국민 인식 조사

•   서경: "삼성전자, 매출 국내비중 16%인데 세금은 73%"

•   서경: 한달만에 상장사 23% 실적 눈높이 '뚝'...코스피 걸림돌 되나

•   서경: 하반기 입주 41% 늘어도···'실거주 규제'에 전세난 지속

•   조선(P1): 한국, ‘中견제’ 미국·호주 연합훈련 첫 참가

•   조선: 확진 느는데 방역 완화… 전문가들 “노마스크 아직 일러”

•   조선비즈: 기재부 차관 ‘금리인상 역할분담論'에…채권시장 “8월부터 2번 인상” 전망 급부상

•   조선비즈: [하반기 증시전망] ② 자동차·반도체·2차전지 ‘맑음’, 석화·철강·바이오는 ‘흐림’

•   조선비즈: 노조 내 세대갈등에 현대차 임단협 지지부진… 올해 무분규 타결 깨지나

•   조선비즈: 신한금투 “현재 증시, 테이퍼링·금리 인상 악재 모두 반영된 상태”

•   IT조선: ‘형님’ 삼성·LG 요청에 LCD 못놓는 디스플레이 업계

•   중앙: ‘소급 적용’ 뺀 손실보상법 여당 단독으로 상임위 통과

•   문화(P1): 고용부 “청년채용 확대를”…재계 “親노동정책 속 어떻게”

•   문화: “일자리는 기업이 만든다… 정부, 강요 말고 노동유연성 개선을”

•   문화: 30대 취업자, 文정부 출범뒤 매년 급감

•   문화: 5대 시중은행 2600명 명퇴할때… 국책은행은 ‘0명’

•   한국: '진짜 5G' 지하철 와이파이에 깐다는데… 현장에선 "글쎄"

•   한국: 6년 만에 마무리된 한화-삼성 빅딜, 두 기업에 무엇을 남겼나

•   국민(P1): 갑질문화에 과도한 근로시간… 꿈의 직장 ‘네카라쿠’의 민낯

•   국민: 조선업 볕들자… 현대重, 대우조선해양 인수 ‘먹구름’

•   서울: “환경파괴의 주범” 오명 태양광 발전, 신안에선 인구 유입·경제발전 원천

•   서울: 5대 은행장 “내년까지 경기회복… 하반기 증시, 핫한 종목은 I·C·E”

•   세계: 한쪽선 긴축하자는데 한쪽선 확장… 엇박자 내는 경제정책

•   세계: 2021년 수출 역대 두 번째 6000억弗 고지 보인다

•   한겨레: [단독]쌍용차 인수나선 ‘에디슨모터스’ 정체는…미다스의 손? 봉이 김선달?

•   경향: 갤럭시·아이폰, 차기작 ‘가격 인하’ 소문

•   머니투데이(P1): "다신 지지 않겠다"던 文...한일 무역전쟁 2년, 우리가 이겼다

•   머니투데이: 2년 전 일본에 한방 먹고도…반도체 장비·부품은 아직도 일본산

•   머니투데이: 일본이 수출을 끊자 한국에서 특허가 쏟아졌다

•   머니투데이(P1): 미래 유니콘 80% 수도권 쏠림···"이대로면 지방 창업생태계 붕괴"

•   머니투데이: [단독]'35층 룰' 없앤 오세훈표 '서울플랜' 다음달 나온다

•   머니투데이: 상장기업 수 글로벌 3위·20년만에 '천스닥'…숫자로 본 코스닥

•   더벨: 그룹 세대교체 가속화, 계열분리는 필연일까

•   더벨: '큰손' 국민연금, ESG를 '코스피'에 가둬놨다

•   더벨: 신의 직장? '보수적·불통' 내부선 깊어가는 갈등

•   헤럴드경제(P1): 영세中企 “공장 돌리다 곧 범법자 될 판”

•   헤럴드경제: ‘직원 이탈·인건비 부메랑’ 현실로...영세 제조업체 ‘빨간불’ [주52시간 확대 강행 현장에선]

•   헤럴드경제: 빡빡해진 인력운용...기업들 ‘근태관리’ 안간힘 [주52시간 확대 강행 현장에선]

•   파이낸셜뉴스(P1): 만원으로 담을 게 없다

•   아시아경제: 고령화·저출산 빨라지는데…韓 복지도 '중복·사각' 여전

•   아시아경제: [단독]"코로나 국산 DNA 백신 끝까지 개발…안전성으로 승부"

•   디지털타임스: "OLED 잡자" 심상찮은 中진격

•   이데일리(P1): ESG 경제 전환, 당근보다 채찍 먼저 앞세운 정부

•   이데일리(P1): 문닫았던 석탄발전도 재가동…탈원전·탈석탄에 전력대란 '비상'

•   이데일리: '경쟁사 공격 투자하는데'…삼성, 美투자 후보지 놓고 장고

•   연합: 오늘 600명 안팎, 수도권 방역강화대책 발표…모레부터 새 거리두기

•   연합: 거리두기 완화에 재택근무 줄이고 출근 늘리는 대기업들

•   연합: 두산건설, 강원도 원주서 2천153억원 규모 재개발 사업 수주

•   뉴시스: "로봇이 아이스크림을?" 라운지랩, 식음료 협동 로봇 소개

•   뉴스1: [단독]삼성전자, 노조 존재 공식인정…"임직원 소통채널"

•   이투데이: 두산밥캣, 산업차량 부문 인수 따른 실적 향상 기대 ‘목표가↑’ - KB증권

•   에너지경제: 코로나로 남은 기업 탄소배출권, 거래시장에 쏟아졌다…6월 작년 동기 2.5배↑

•   에너지경제: 에너지 전담 차관 신설에 산업부 연쇄 승진·인사적체 '숨통' 기대감

•   전자신문(P1): SK하이닉스, M16에 '8000억 설비 투자' 조기 투입

•   전자신문: [단독]국내 41만km 달린 전기차 등장...'車수명 내연기관차 다를바 없다'

•   전자신문: 인텔, AMD·엔비디아 잡을 슈퍼컴퓨터 CPU·GPU 내년 출격

•   디지털데일리: LG전자, 미니LED TV 이달 출시…LCD vs 올레드 영향은? [IT클로즈업]

[Opinions]

•   Project Syndicate(Yanis Varoufakis): Techno-Feudalism Is Taking Over

•   Project Syndicate(Tom Brookes, Gernot Wagner): Economics Needs a Climate Revolution

•   Project Syndicate(Jean Pisani-Ferry): The End of Globalization as We Know It

•   FT(Gideon Rachman): Democracy in Europe adjusts to the far right

•   FT(Robert Armstrong): Emerging markets, the Fed, and the virus

•   FT(Patti Waldmeir): Jobs, jobs, jobs — the pandemic worker shortage continues

•   FT(Neel Kashkari): Banks cannot expect government to bail them out of every crisis

•   FT(Lex): Surgery robots: SoftBank cash infusion boosts UK’s CMR

•   FT(Lex): Oil/Opec: new supply should cap prices below $100

•   WSJ(Editorial Board): Biden and the Iran-Backed Militias

•   WSJ(Blaise Misztal, Jonathan Ruhe): The Iran Deal May Still Be Dead

•   WSJ(John F. Cogan, Daniel L. Heil): Biden’s Plan for an Entitlement Society

•   NYT(Aaron E. Carroll): Vaccine Mandates Are Coming. Good.

•   WP(Mac Margolis): What keeps Bolsonaro hanging on? Ask the generals.

•   Bloomberg(Conor Sen): Housing Headaches Are Shifting to the Rental Market

•   Bloomberg(Michael R. Strain): Low-Wage Workers Are Not in 'Dead End' Jobs

•   Bloomberg(Jonathan Bernstein): Joe Biden’s Infrastructure Blunder Won't Matter

•   Bloomberg(Lionel Laurent): French Election: Emmanuel Macron and Marine Le Pen Are Down, But Far From Out

•   Bloomberg(Amanda Little): Water Wars Are Coming to the American West

•   CNN(Kent Sepkowitz): US Covid-19 response faces doozy of a challenge: Vaccinating kids

•   Fox News(Conrad Black , William J. Bennett , Victor Davis Hanson): China's naked aggression, provocation is at record levels. Where is US leadership?

•   조선(안준호): 탈원전, 거짓 해명·협박까지