Business Intelligence Monitor 210630

(Introduction)

[Markets]

•   Global: Global shares edge lower on new COVID-19 outbreaks in Asia

•   Metals: Copper prices fall for fourth day on stronger dollar

•   Iron ore: Iron ore price down on easing steel demand in China

•   Grains: Corn, soy futures mixed before U.S. plantings, stocks reports

•   Cryptocurrency: Bitcoin Extends Rebound With Chartists Eyeing Bullish Technicals

•   한국: 코스피 다시 3,300선 아래로…'델타변이' 우려 변수

•   한국: 두산그룹주 상승 많아, 오리콤 5%대 두산퓨얼셀 2% 가까이 올라

[Indicators]

•   US Apr. Case–Shiller home price: Home-Price Growth Hit Highest Level in More Than 30 Years

•   US May Construction employment: Construction Employment Off in 40 States

•   US Jun. Consumer confidence: U.S. Consumer Confidence Soars on Upbeat Views About Economy

•   Eurozone Jun. Economic sentiment: Euro-Area Confidence at Highest in 21 Years As Economy Reopens

•   Germany Jun. CPI: German inflation slows but remains above ECB target in June

•   UK Jun. House prices: UK house price growth soars as buyers race to beat end of tax holiday

•   Japan May Employment: Japan's May jobless rate highest in 5 months amid virus emergency

•   Japan May Retail sales: Japan's retail sales rise for 3rd month, but overall trend still soft

•   Vietnam Q2 GDP: Vietnam’s Economy Picks Up, But Virus Could Weigh on Outlook

•   한국 2019년 일자리행정통계: 자영업자 빚, 전년보다 500만원 늘어 1억 7000만원

•   한국 5월 사업체노동력: 제조업 종사자수 1년3개월만에 증가전환, 상용직도 12만명↑

•   한국 5월 금융기관 가중평균금리: 가계·기업 대출금리 상승세 주춤···5월 2.72%

•   한국 7월 중소기업 경기전망지수: 원자재·물류 대란에···中企 경기전망 두달째 하락

[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: U.S. Poised to Fall Behind Europe on Covid-19 Vaccine First Doses

•   WSJ: House Passes Bipartisan Bill to Boost Scientific Competitiveness, Following Senate

•   WSJ: Biden, in Wisconsin, Hails Job-Creating Potential of Infrastructure Deal

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

•   WSJ: Covid-19 Contact Tracers Race Against Delta Variant in U.S.

•   WSJ: Former Chinese Party Insider Calls U.S. Hopes of Engagement ‘Naive’

•   WSJ: China Wants Howling Diplomats to Quiet Down, but Nationalism Gets in the Way

•   WSJ: Singapore Shows the Way Out of Pandemic Policies for Asia

•   WSJ: Didi Global Prices IPO at $14 a Share

•   WSJ: Property Investors Shelter in Quirky but Pricey Neighborhoods

•   WSJ: Sanofi Bets on mRNA Vaccines After Covid-19 Pandemic Shows Worth

•   WSJ: How a SoftBank-Backed Construction Startup Burned Through $3 Billion

•   WSJ: Car Dealers Are Selling More Vehicles Above the Sticker Price

•   WSJ: Toshiba Scandal Emboldens Foreign Investors Pushing Change in Japan

•   WSJ: United Bets on Travel Revival With Biggest-Ever Plane Order

•   WSJ: Intel Delays New Chip in First Setback for CEO’s Turnaround Effort

•   WSJ: Japan’s In-Home Robot Experiment Short Circuits

•   WSJ: Amazon Demands One More Thing From Some Vendors: A Piece of Their Company

•   WSJ: Amazon Maintains Lead in Cloud Infrastructure Market

•   WSJ: Masks? Tests? Summer Camp Rules This Year Are Tricky

•   NYT: As Infrastructure Deal Gathers Steam, Democratic Cracks Begin to Show

•   NYT: Congress Faces Renewed Pressure to ‘Modernize Our Antitrust Laws’

•   NYT: How Weird Is the Heat in the Pacific Northwest? Off the Charts.

•   NYT: Biden Faces Intense Cross Currents in Iran Policy

•   NYT: Security in Afghanistan Is Decaying, U.S. General Says

•   NYT: ‘A Form of Brainwashing’: China Remakes Hong Kong

•   WP: Palestinian frustrations with West Bank government boil over with death of activist

•   WP: Grid’s looming problem: Getting power to where it’s needed

•   FT: Global tax negotiators battle to persuade holdout countries

•   FT: German finance minister rejects calls to reform fiscal rules

•   FT: Olaf Scholz treads fine line on German thrift vs Covid spending

•   FT: Emmanuel Macron’s personality politics fall short at local level

•   FT: Former Catalan leaders condemn Spain’s audit court ruling

•   FT: Ministers consider keeping some Covid measures in England after July 19

•   FT: Business travellers from big multinationals get English quarantine waiver

•   FT: ‘More divided and more angry’ — how Brexit reshaped British politics

•   FT: UK jobs depend on speed of reopening as furlough winds down

•   FT: South Africa’s top court orders Jacob Zuma to go to jail

•   FT: Lapid’s historic trip signals commitment to Israel-UAE ties

•   FT: Japan launches bid to regain its semiconductor crown

•   FT: Iran’s balancing act: hardliners weigh social freedoms for stability

•   FT: Reflation trade unwind wrongfoots several big-name hedge funds

•   FT: EU bond sales run by four banks previously suspended for antitrust

•   FT: Why the shale recovery remains so sluggish

•   FT: Europe risks ‘two track’ rollout of electric car charging points

•   FT: Elon Musk says SpaceX prepared to spend $30bn on Starlink

•   FT: Green groups urge EU to scrap agriculture subsidy reforms

•   Bloomberg: Moderna’s Covid Shot Produces Antibodies Against Delta Variant

•   Bloomberg: Highly Contagious Delta Variant Ripples Through Emerging Markets

•   Bloomberg: Growing Gaps in U.S. Vaccination Rates Show Regions at Risk

•   Bloomberg: World Bank Warns South Asia Risks ‘Hidden Debt’ Financial Crises

※   World Bank: Hidden Debt: Solutions to Avert the Next Financial Crisis in South Asia

•   Bloomberg: Stimulus ‘Pandexit’ Is Next Challenge as Recovery Quickens

•   Bloomberg: OPEC+ Delays Talks as Ministers Seek Compromise

•   Bloomberg: Biden Takes Agenda to Rural U.S. Where Trump Fans Abound

•   Bloomberg: Buttress Treasury Market by Easing Liquidity Rules, Study Says

•   Bloomberg: Fed’s Barkin Sees ‘Long Way to Go’ in U.S. Labor-Market Progress

•   Bloomberg: U.S. Trade Deals Have Added Half a Million Jobs, Agency Says

•   Bloomberg: Biden’s Fast-Track Trade Authority Is Set to Expire This Week

•   Bloomberg: ECB Charts Lone Crisis Stimulus in Choppy Wake of Shifting Fed

•   Bloomberg: U.K. Is Set to Agree EU ‘Sausage War’ Truce, Johnson’s Office Says

•   Bloomberg: U.S. Should Distance From Trump-Era Trade, Key EU Official Says

•   Bloomberg: China’s Digital Yuan Is Key Risk for Euro, ECB’s Villeroy Says

•   Bloomberg: Indonesia to Enforce Stricter Curbs to Halt Spike in Covid

•   Bloomberg: Where Wealth Is Growing Fastest: North America Beats Asia-Pacific in Ranking

•   Bloomberg: Half of Australia’s Population in Lockdown as Delta Spreads

•   Bloomberg: India Budget Deficit Seen Widening on Virus Relief Measures

•   Bloomberg: Bank of Japan Cuts Some Bond Purchase Targets Over Next Quarter

•   Bloomberg: Mexico’s Drought Is So Severe It Helped Banxico Turn Hawkish

•   Bloomberg: Beware of ‘ESG Bubble,’ Says Ex-Chair of World’s Biggest Pension

•   Bloomberg: India Sees Return to Normal Oil Demand by Year-End

•   Bloomberg: How China Is Trying to Fight Back Against Sanctions

•   Bloomberg: Delta Variant May Spark ‘Catastrophic’ Wave in Kenya in Weeks

•   Bloomberg: Johannesburg Vulnerable Due to Low Earlier Virus Infections

•   Bloomberg: In Worst-Hit African Nation, Virus Shots Halt and Hospitals Fill

•   Bloomberg: EU Bond Demand at $155 Billion, Topping Sale Amount by Eightfold

•   Bloomberg: Deadly Delta Variant Spells More Losses for Emerging Asia Assets

•   Bloomberg: Commodity Traders Harvest Billions While Prices Rise for Everyone Else

•   Bloomberg: Strike at Vale’s Sudbury Operation Strains Battery Nickel Supply

•   Bloomberg: Toyota, Nissan Global Sales Soar on U.S. Demand, Output Stutters

•   Bloomberg: Global Green Bond Boom Is Getting Help From Korean Borrowers

•   Bloomberg: Why Methane Is Climate’s Low-Hanging Invisible Fruit: QuickTake

•   Bloomberg: Power Grids Getting Fried by Heat in Preview of What’s to Come

•   Bloomberg: Biden Says Northwest ‘Heat Dome’ Shows Need for Resilient Grid

•   Bloomberg: The Heat Dome Boiling Northwest U.S. Already Has Clear Climate Link

•   Bloomberg: What’s a Heat Dome? Are We in for More of Them?

•   Bloomberg: How Last Century’s Oil Wells Are Messing With Texas Right Now

•   Reuters: Uneven global recovery creates 'daunting challenges' for policymakers, BIS says

※   BIS: Annual Report 2020/21

•   Reuters: Stung by pandemic, G20 foreign ministers urge greater cooperation

•   Reuters: Russia's Sputnik V shot around 90% effective against Delta variant, developers say

•   Reuters: Heart inflammation after COVID-19 shots higher than expected in study of U.S. military

•   Reuters: COVID-19 Delta variant gaining traction in France -minister

•   Reuters: Spain will relaunch talks with Catalan separatist govt in September

•   Reuters: Italy's 5-Star in turmoil as founder lambasts former PM Conte

•   Reuters: Germany and Chile sign accord to boost hydrogen cooperation

•   Reuters: Xi stresses loyalty as Chinese Communist Party prepares for 100th anniversary

•   Reuters: Japan minister says necessary to 'wake up' to protect Taiwan

•   Reuters: China says Japanese official calling Taiwan a 'country' is serious violation

•   Reuters: Russia to miss 60% autumn vaccination target, registers record virus death toll

•   Reuters: J&J explores ways to speed up delivery of its COVID-19 vaccine in India

•   Reuters: Japan's ruling party to propose that corporate vaccinations use AstraZeneca -Jiji

•   Reuters: Myanmar judge denies motion to dismiss evidence against Suu Kyi, lawyer says

•   Reuters: Brazil unveils emergency power measures

•   Reuters: China's CanSino cuts ties with Brazil firm, halting vaccine licensing

•   Reuters: China initiates WTO dispute against Australian duties

•   Reuters: OPEC bullish on oil market recovery; virus variants pose risk

•   Reuters: Steel sector may be saddled with up to $70 bln stranded assets -report

•   Reuters: Electric car sales surge as Europe's climate targets bite

•   Reuters: U.S., European suppliers scramble to secure Christmas goods as cargo delays worsen

•   Reuters: EU airlines, airports warn digital COVID-19 certificate roll-out risks chaos

•   Reuters: Exclusive: White House order pushes antitrust enforcement throughout U.S. economy

•   Reuters: EU extends investigation into Samsung's EV battery plant in Hungary

•   Reuters: Explainer: Are Chinese COVID-19 shots effective against the Delta variant?

•   Reuters: Analysis: China's bitcoin crackdown sparks fears of dirtier cryptomining

•   AP: Nearly all COVID deaths in US are now among unvaccinated

•   AP: Brazil's Bolsonaro under fire after vaccine deal allegations

•   AP: World Bank raises China growth outlook to 8.5%

※   World Bank: China Economic Update - June 2021

•   CNN: America's economy is booming, but Republicans are miserable

•   CNN: Big Tech is booming again, and the bull run appears to be far from over

•   CNBC: Key indicator shows we are past peak inflation fear, supporting the rally

•   CNBC: Veteran investor David Roche says the market bubble will ‘come to an end’

•   CNBC: Rising producer prices in China won’t likely drive up consumer costs, says JPMorgan

•   CNBC: China economy: Charts show how much debt has grown

•   CNBC: When will ECB scale back coronavirus stimulus PEPP

•   CNBC: India's new loan guarantees may have limited impact on the Covid-hit economy

•   CNBC: Coldwell Banker CEO says investors snatching up homes is not a driving force in hot housing market

•   CNBC: The U.S. is falling further behind China and Europe in EV production

•   CNBC: After Wisconsin’s Foxconn debacle, states and companies rethink giant subsidies

•   MarketWatch: What the 10-year Treasury rate’s dip below 1.5% may be saying about inflation

•   Fox Business: Hiring bonuses luring unemployed Americans back to work as extra benefits end

•   SCMP: China-Australia relations: US coal continues to fill void left by ban on Australian exports, Canberra report says

•   SCMP: China digital currency: e-yuan launch would be ‘hard to ignore’, ex-top Japanese financial regulator says

•   Nikkei Asia: Japan Inc steps up effort to meet shareholders virtually

•   Nikkei Asia: The lives of the party: The Chinese Communist Party turns 100

•   Economic Times: India to be the second fastest growing economy after China this year

•   Economic Times: RBI in a bind amid weak growth, surging inflation; may not hike rates till Q1 FY23: Report

•   Economic Times: Soaring pump prices a threat to India's recovery and inflation

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

•   Economic Times: What to do for economic revival after April-June

•   Economic Times: Credit growth to industry remained in negative zone during 2020-21: RBI

•   For Construction Pros: How Democrats Could Use Reconciliation to Pass Infrastructure Bill

•   DIGITIMES: TSMC likely to post record June revenue

•   DIGITIMES: Global DRAM revenue surges 30% in 1Q21, says Counterpoint Research

•   DIGITIMES: LCD panel prices to rise at slower pace in July

•   Robotics & Automation News: 4 Ways to Implement Industrial Automation

•   Robotics Tomorrow: Robots in the Food Service Industry

•   매경(P1): "하위 80% 재난지원금…1인 25만~30만원"…지급시기는

•   매경(P1): GTX-D 강남 안가고 김포~용산 직접연결

•   매경: "격리없이 한국 가자"…뉴욕서만 하루 1000건 신청

•   매경: '9억이하 1주택 재산세 완화' 본회의 통과

•   매경: 반도체 배터리 강자 한국…'미지의 땅' 양자생태계 주도권 잡을까

•   매경: 친환경선박 기술에 2500억 투입…해상 온실가스 확 줄인다

•   매경: "스마트폰 올레드 사상 최고 매출 찍었다"…삼성디스플레이 1분기 점유율 80%대

•   매경: 모래알만큼 작은데 전기차 스마트폰 필수품…삼성전기, 최고용량 MLCC 개발

•   매경: 현대차그룹, GBC 현장에 로봇개 배치한다

•   매경: "내달부터 대출 완화!"…집값 폭등에 무주택자 '그림의 떡'

•   매경: LG화학, 글로벌 그린본드 1조 발행

•   한경(P1): 코로나 직격탄 맞은 中企…가업상속공제 '그림의 떡'

•   한경: 韓, 상속세 최고세율 60%…OECD 평균의 두배

•   한경: "회사 장남에게 물려주면 수백억 내야 할 판"…창업주의 고민

•   한경: "한국 떠나고 싶다"…2세 경영자들의 '속앓이' 이유가

•   한경: 올해 정부 지출 600조 넘는다…예상보다 2년이나 빨라져

•   한경: 삼성, 구글OS 품은 '갤워치4' 공개…스마트폰과 한 몸처럼 연동

•   한경: "올해 기술 키워드는 풀 디지털 전환·초협력·메타버스"

•   한경: KDI "기준금리 인상 신중해야"

※   한국경제연구원: 인플레 진단 엇갈려, 통화정책 전환은 신중히 추진

•   한경: '선박금융 30억달러·해운 매출 70조' 닻 올린다

•   한경: 美·日, 반도체 R&D에 돈 쏟아붓는데…한국은 신규 지원 '0'

•   한경: 지수 편입이 악재?…공매도 타깃 된 코스피200

•   한경: 경북 '집합금지 해제 실험', 민생경제 숨통 틔웠다

•   한경: '월성 원전 조작 의혹' 檢 수심위 열리나

•   서경(P1): 중대재해법 보완도 경영계 '패싱'

•   서경: 사고 책임 불분명 '잠재적 범죄자' 내몰려···경영계 "이제 기댈 건 로펌뿐"

•   서경: 산업 재해 감독 고삐 죄는 고용부···'중대재해법 전담' 산안본부 신설

•   서경: 주52시간 후폭풍···농가 일손도 비상

•   서경(P1): [인플레시대 투자전략] "리츠·성장株 분산 투자를···하반기 코스피 3,500선 넘을 것"

•   서경: "찬바람 불면 늦어, 배당주 여름부터 모아가라"···"빅테크·플랫폼주도 유망"

•   서경: 원유·베트남 내달리고, 귀금속·중국은 빌빌

•   서경: "정부 재정 지출 확대·高유가가 인플레 유발"

•   서경(P1): [시그널] '2.3조 베팅' 중흥건설, 대우건설 인수 유력

•   서경: "장중 대량매매도 증여세 과세 필요"

•   서경: 외부인재 수혈 한화, 반도체 덩치 키운다

•   서경: "징벌적 규제 늘어 성인 3분의1 전과자 될 판"

•   서경: 이 와중에 정년연장 요구···車업계 덮친 '하투 먹구름'

•   서경: "이통사 아니어도 5G 특화망 운영 된다"···28GHz 활성화에 당근 내민 정부

•   서경: 실적 기대치 '쑥' 주가는 '빌빌'···삼성전자 '미스터리'

•   서경: 가계약하고 잔금은 7월···대출완화 외곽 집값 또 자극?

•   조선(P1): “반도체·BTS 보유한 한국, 북한에 매달리는 건 낭비”

•   조선: “중국은 약한 모습 보일수록 더 많은 걸 요구… 한미 단일대오 갖춰야”

•   조선: 여긴 강성노조 없다, 美선벨트 몰려든 글로벌 전기차

•   조선: 두번 접는 폴더블폰도 나온다, 스마트폰 대화면 시대

•   조선비즈: [하반기 증시전망]③ 천스닥 시대 안착… 반도체 낙수효과 기대

•   조선비즈: 화이자 백신 65만회분 인천공항 도착…상반기 700만회분 도입 완료

•   문화: 서울·인천 식당 등 18만곳 집중단속… 선별진료소 9시까지 연장

※   복지부: 수도권 환자 증가에 따른 수도권 특별방역대책 추진

•   국민: 제조업체 절반 “원자재·물류비 상승분 제품가에 반영”

※   한국은행: 「지역경제보고서」(2021년 6월)

•   경향(P1): “AI 배차 지시대로 배달 가면 이동 거리 늘고 건수는 줄어”

•   경향: “한국과 베트남에서도 100% 재생에너지로…삼성전자 더 노력해야”

•   머니투데이(P1): 닻올린 'mRNA 연합군', "내년엔 화이자·모더나 넘는다"

•   더벨: ESG채권 폭발적 성장, 조달자금 사용처 검증 '깜깜이'

•   더벨: 해외발행 ESG 채권, 한국물 '디스카운트 빌미'

•   헤럴드경제(P1): 강남 개발이익, 70~80% 서울 전역 쓴다

•   헤럴드경제: 하반기 수도권 집값 역대급 상승 오나

•   파이낸셜뉴스(P1): 파느니 물려준다.. 증여 1위는 건물

•   파이낸셜뉴스: 국내주식 비중 한도 늘린 연기금… 매도압박 줄어들었다

•   아시아경제: 청년 취업자中 단순노무직 비율 10%…고임금직은 경력이 차지

•   아시아경제: 사무직 취업 못해도…청년들, 산단 안간다

•   디지털타임스(P1): 찬성 11표 vs 반대 15표... 최저임금 차등적용 `부결`

•   디지털타임스(P1): 4일 더 쉰다…대체공휴일법 국회 본회의 통과

•   디지털타임스: 고덕 연료전지 발전소 착공... 서울도심서 친환경에너지 생산

•   이데일리(P1): [기지개 켜는 일상①] 해외여행 가고, 놀이동산 문열고…일상이 돌아온다

•   연합: 오늘 800명 안팎…수도권 확산세 속 내일부터 새 거리두기 시행

•   연합: 산업부 에너지 차관 신설 법안 국회 통과…에너지 전환 탄력

•   연합: "국내 건설 수주 올해 역대 최대인 203조5천억원 전망"

•   뉴시스: 한수원, '8조 잭팟' 체코 원전사업 수주전략회의 개최

•   e대한경제: ICT 신기술 빅뱅, 재택문화 확산, 요동치는 재계 서열

•   e대한경제: 박정원號 두산, 부활 날갯짓…재무 개선·신사업 기대 UP

•   더구루: [단독] '국내 최대' 한림해상풍력단지 내년 착공

•   충청투데이: 대우컨소 vs 두산건설… 성남3구역 시공권 맞대결

•   에너지경제: ['과속의 덫' 걸린 태양광 산업] 정부 속도전에 부작용 속출…"홀로 설 수 있는 밸류체인 갖춰야"

•   에너지경제: ['과속의 덫' 걸린 태양광산업] 장기 공급 계약 못하면 못 버티는 구조…씨 말라가는 REC 현물시장 위기

•   에너지경제: 전기차 충전료 내달부터 인상···車업계 "시기상조" 반발

•   디지털데일리: 쑥쑥 크는 태블릿…애플 '고급형' vs 삼성전자 '다양화' 경쟁

[Opinions]

•   Project Syndicate(Seth Berkley): The Added Value of Vaccination

•   Project Syndicate(이종화): South Korea’s Health-Centered Development Model

•   Project Syndicate(Harold James): A Little Geopolitics Is a Dangerous Thing

•   FT(Editorial Board): France’s conservatives prise open the presidential race

•   FT(Martin Wolf): Monetary policy is not the solution to inequality

•   FT(Janan Ganesh): The US will prefer a China contest to the forever wars

•   FT(David Gardner): Iran’s hardliners disregard voters at their peril

•   FT(Sarah O'Connor): Long live the (reconfigured) office

•   FT(Robert Armstrong): The Fed should worry about housing

•   FT(Kathrin Hille): Taiwan’s unity cracks under Chinese disinformation onslaught

•   FT(Tom Mitchell): China’s handling of nuclear plant leak shows need for transparency

•   FT(반기문): US should back a new approach to the Israeli-Palestinian conflict

•   WSJ(Editorial Board): It’s the Entitlements, Stupid

•   WSJ(William A. Galston): Biden Tries to Save the Infrastructure Bill

•   WP(Marc A. Thiessen): Biden’s fake infrastructure ‘compromise’ has thrown Democrats into disarray

•   WP(Vance Serchuk): Bipartisan support for taking on China goes only so far

•   Bloomberg(John Authers): Markets Are So Good Investors Are Asking What Can Go Wrong

•   Bloomberg(Shuli Ren): Billionaires Wish They Could Buy Invites to China's Big Communist Birthday Bash

•   CNN(Mark Zandi): Housing demand is about to weaken. Here's why

•   한경(박주헌): 뒤죽박죽 탄소중립 시나리오

•   조선(사설): 원전 조작 기소에 제동 건 김오수, 정권 불법 뭉개기 시작