Business Intelligence Monitor 210702

(Introduction)

[Markets]

•   Global: Stocks reach for records as U.S. jobless claims dive

•   Oil: Oil Prices Surge as OPEC Weighs Rising Demand in Rich Countries

•   Metals: Chinese data weighs on copper; fund buying supports

•   Grains: U.S. soybeans, wheat fall; corn ends slightly firm

•   한국: 코스닥 4월 연고점 경신…코스피는 3,280대로 하락

•   한국: LG화학 따라가나…SK이노, 배터리사업 분할 소식에 급락

•   한국: 두산그룹주 혼조, 두산중공업 4%대 오리콤 상승 두산밥캣 두산 하락

[Indicators]

•   US May Construction spending: Construction spending unexpectedly falls in May

•   US Jun. Car sales: Car Sales Continue Hot Streak but Show Signs of Cooling

•   US Jun. Manufacturing PMI(ISM): U.S. Factory Expansion Is Solid; Price Gauge Highest Since 1979

•   US Q3 Equipment Manager Confidence: Equipment Manager Confidence Improves

•   US Weekly Jobless claims: U.S. Jobless Claims Fell to 364,000 Last Week, a New Pandemic Low

•   Eurozone May Employment: EU jobless numbers drop by most since pandemic hit

•   China Jun. Manufacturing PMI(Caixin): China June factory growth slows on COVID-19, supply chain snags - Caixin PMI

•   Japan 2020 Land prices: Japan land prices fall for first time in six years due to pandemic

•   Japan Q2 Tankan index: Japan's business sentiment hits highest since 2018: Tankan survey

•   Japan Jun. Car sales: Japan auto sales up 11.6% in January-June period

•   India Jun. Manufacturing PMI: June manufacturing activity contracts after 11 months, PMI below 50

•   Brazil Jun. Manufacturing PMI: Brazil manufacturing PMI in June hits four-month high -IHS Markit

•   Brazil Jun. Iron ore exports : Brazil iron ore exports hit 9-month high in June, government says | Nasdaq

•   Indonesia Jun. CPI: Indonesia June inflation slows to 10-month low

•   한국 2020년 토지소유 현황: "이거 실화냐"…10가구 중 6가구가 땅 주인

•   한국 6월 무역수지: 6월 수출 39.7%↑…"수출 역사상 상반기 최고 성적"

•   한국 6월 가계대출 잔액: 6월 가계대출 안정세… 지난달보다 1조원 증가 그쳐

•   한국 주간 아파트 가격(부동산원): GTX에 올라탄 수도권 집값…인천아파트 9년來 최고 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

[News]

•   WSJ: U.S. Wins International Backing for Global Minimum Tax

※   White House: Statement by President Joe Biden on Today’s Agreement of 130 Countries to Support a Global Minimum Tax for the World’s Largest Corporations

•   WSJ: Big Tech Says Deal Is a Win

•   WSJ: Global Tax Plan Explained

•   WSJ: CBO Sees Stronger Growth in 2021, After Covid-19 Relief Package

※   CBO: An Update to the Budget and Economic Outlook: 2021 to 2031

•   WSJ: Xi Jinping Warns China Won’t Be Bullied as Communist Party Marks 100 Years

•   WSJ: Fed’s Harker Supports Start of Bond Buying Pullback Later This Year

•   WSJ: Transcript: WSJ Interview With Philadelphia Fed President Patrick Harker

•   WSJ: Drought’s Toll on U.S. Agriculture Points to Even-Higher Food Prices

•   WSJ: Democrats Wrestle Over Cost, Breadth of Antipoverty Plan

•   WSJ: This Summer, Jobs Come With a Hefty Signing Bonus

•   WSJ: Delta Variant’s Spread Hobbles Global Efforts to Lift Covid-19 Restrictions

•   WSJ: From Pandemic to Endemic, Singapore Creates Model for Living With Covid-19

•   WSJ: Robinhood IPO Filing Shows Power of Meme-Stock Boom

•   WSJ: Propane Prices Are Cooking, Signaling Higher Winter Heating Bills for Many

•   WSJ: H&M Pays Price of Upsetting Beijing as China Sales Drop

•   WSJ: FTC Vote to Broaden Agency’s Mandate Seen as Targeting Tech Industry

•   NYT: Time to increase oil production? OPEC and its allies are unable to decide.

※   OPEC: Opening address to the 181st Meeting of the OPEC Conference

•   NYT: Trump Organization Is Charged in 15-Year Tax Scheme

•   NYT: Supreme Court Upholds Arizona Voting Restrictions

•   NYT: Crowds for European Championship soccer games are driving infections, the W.H.O. says.

•   NYT: A Covid Epicenter Hustles Back to Life: ‘What You See, It’s Survival’

•   NYT: Israel’s New Leaders Tilt Right With Settler Deal, Hinting at Approach

•   NYT: Virus Surges in Myanmar, Where Generals Control Vaccines

•   NYT: Indonesia announces restrictions for two major islands as the Delta variant spreads.

•   NYT: Arctic’s ‘Last Ice Area’ May Be Less Resistant to Global Warming

•   WP: House debates transportation bill, making its pitch on infrastructure

•   WP: Which Biden priorities are not included in bipartisan infrastructure deal?

•   WP: U.S. isn’t prepared for fires fueled by climate change

•   WP: Coronavirus cases rise in Europe for first time in 10 weeks as delta variant spreads

•   WP: Facing the delta variant wave with few vaccine doses, African countries suffer — and bristle with anger

•   WP: Abandoned oil wells in the U.S. are belching a powerful greenhouse gas. This nonprofit aims to plug them.

•   WP: Meet the scientist teaching AI to police human speech

•   WP: ‘Are you thirsty?’ This AI-enabled robot can bring beer to holiday parties.

•   WP: The most popular fact checks of 2021, so far

•   FT: EU launches digital travel certificate

※   European Commission : EU Digital COVID Certificate enters into application in the EU

•   FT: ECB to lift cap on eurozone banks’ dividends and share buybacks

•   FT: Mr Green Deal oversees epochal transformation

•   FT: Sunak insists UK must bolster China ties as access to EU markets declines

•   FT: Javid and Sunak insist tax rises needed to fix social care crisis

•   FT: Johnson’s post-Brexit trade policy faces first High Court test

•   FT: Donaldson to seek removal of N Ireland protocol ‘within weeks’

•   FT: Brexit, six months on

•   FT: Covid pandemic masks Brexit impact on UK economy

•   FT: Income tax bill for UK taxpayers doubles since the millennium

•   FT: The UK tries to straddle two global digital camps

•   FT: Andrew Bailey insists BoE is not ‘whistling in the wind’ on inflation

•   FT: WHO calls for lower prices on Gilead drug for Covid-linked black fungus

•   FT: Dozens believed killed in crackdown in Africa’s last absolute monarchy

•   FT: How South Africa’s courts stood up to Jacob Zuma

•   FT: Ukraine says Russian gas supply curbs to Europe are ‘blackmail’

•   FT: Thailand packs its tourism hopes in ‘Phuket Sandbox’

•   FT: Stablecoins could trigger credit market contagion, warns Fitch

•   FT: Record Skew index shows nagging investor nerves on US stocks rally

•   FT: Traders lend out cryptocurrencies in quest for huge returns

•   FT: Wellcome pledges £29bn investment fund will be carbon zero by 2050

•   FT: What’s complicating Big Oil’s investment decisions?

•   FT: Nissan unveils first UK battery factory in £1bn Sunderland plan

•   FT: The EU’s biomass dilemma: can burning trees ever be green?

•   FT: Digital nomads: the reality of running a business from anywhere

•   Bloomberg: Republican Senators Urge Biden to End Trump-Initiated Trade War

•   Bloomberg: Averting Inflation Crisis Turns on Something Fed Doesn’t Control

•   Bloomberg: U.S. Job Gains Seen Strengthening After Two Disappointing Months

•   Bloomberg: Hiring Bonuses Catch On in U.S. Race to Add Workers, Indeed Says

•   Bloomberg: Record Shares of U.S. Small Firms Report Hiring Plans, More Pay

•   Bloomberg: Key Economic Questions for the Second Half of 2021

•   Bloomberg: A Gigafactory for Hydrogen Could Be a Game-Changer

•   Bloomberg: Congress Lacks Clear Plan to Raise Debt Limit Ahead of Deadline

•   Bloomberg: Spain's EU Covid Recovery Funds Are Set to Transform Economy, CEOs Say

•   Bloomberg: Five Reasons Why India Needs to Add to Record Forex Pile

•   Bloomberg: Six Fully Vaccinated People Died of Covid-19 in Most-Vaccinated Nation

•   Bloomberg: Japan Ruling Party Set to Gain Seats in Tokyo Vote Before Games

•   Bloomberg: The U.S. Risks Losing Out From Its Own Trade Push in Vietnam

•   Bloomberg: Venezuela to Cut Six Zeroes Off Bolivar to Simplify Transactions

•   Bloomberg: Australia Shrugs Off China Snub With Record Exports

•   Bloomberg: ‘Vaccine Sommeliers’ Go to the End of the Line in One Brazilian Town

•   Bloomberg: M&A Boom Shows No Sign of Abating After Epic First Half

•   Bloomberg: Want to Build Your City’s Economy? Think Transportation, Not Tax Breaks.

•   Bloomberg: Unrelenting Coal Demand Posts Challenge to World’s Climate Goals

•   Bloomberg: Summer Is Already Off to a Wild Start

•   Bloomberg: India Gives Aluminum Battery a Chance to Take On Lithium in EVs

•   Reuters: IMF raises U.S. 2021 growth forecast to 7%, assumes Biden spending plans pass

※   IMF: United States of America Concluding Statement of the 2021 Article IV Mission

•   Reuters: Euro zone recovery faces risks from virus mutations, ECB's Lagarde says

•   Reuters: BRIEF-EMA Says Requested All Vaccine Developers To Investigate If Vaccine Provides Protection Against Emerging New Virus Variants

•   Reuters: EXCLUSIVE Iran restricts IAEA access to main enrichment plant after attack -diplomats

•   Reuters: U.S. says ban on Chinese firm's solar products will not slow clean energy progress

•   Reuters: Global inflation pick up is transitory - Citi's King

•   Reuters: UK may retain some COVID precautions after July 19, Johnson says

•   Reuters: Portugal imposes night-time curfew in areas to curb COVID-19 spike

•   Reuters: German vaccine body says a vaccine double dose protects well against Delta variant

•   Reuters: Russia's daily COVID-19 deaths hit new pandemic high

•   Reuters: Mexico's COVID-19 death toll could be 60% higher than official count

•   Reuters: After COVID-19, 'black fungus' robs some in India of their eyesight

•   Reuters: ABB readies electric vehicle charger business for $3 billion IPO next year - sources

•   Reuters: U.S. natgas companies put hydrogen to the test

•   Reuters: Shortages flagged for EV materials lithium and cobalt

•   Reuters: Analysis: U.S. companies spend billions on stay-at-home tech, boding ill for office properties

•   Reuters: Analysis: Kim's reshuffles serve to keep North Korea elite in line as crises mount

•   Reuters: Analysis: Brazil's lower-sulphur fuel oil outsells LatAm peers in Asia

•   Reuters: Analysis: Ghosts of crises past haunt policymakers and markets

•   CNBC: U.S. Commerce Secretary Raimondo dismisses Xi speech as 'bluster'

•   CNBC: 1,000 counties in the U.S. have Covid vaccination coverage of less than 30%, CDC says

•   Fox Business: John Kerry: Fighting climate change could entail 'bigger economic transformation' than industrial revolution

•   SCMP: US issues sanctions warning to 17 nations ‘not doing enough’ to combat human trafficking

•   SCMP: US agency urges UN to move on investigation of alleged human rights abuses in China

•   SCMP: China population: workforce to drop by 35 million over next five years as demographic pressure grows

•   Nikkei Asia: Japan and US test island air defense in Taiwan's neighborhood

•   Nikkei Asia: Suga says no fans in stands 'possible'

•   Nikkei Asia: Huawei enlists army of European talent for 'battle' with US

•   OilPrice.com: Can A “Green Bitcoin” Solve Crypto’s Sustainability Problem?

•   DIGITIMES: CCL and PCB firms see bullish copper foil price trend continuing

•   DIGITIMES: Automotive IC shortage starts easing

•   MIT News: Giving robots better moves

•   Robotics Tomorrow: A Next Step in Wearable Robotics

•   매경(P1): 국민 80% 1인당 25만원, 저소득층 10만원 더

※   기재부: 2021년 제2회 추가경정예산안

•   매경: 15조 재난지원금 가능했던 이유…부동산세 동학개미 삼성

•   매경: '누군 받고 누군 못받고' 재난지원금 논란…정부 작년 이미 예상했다

•   매경(P1): [단독] 삼성전자·SK하이닉스 디지털세 낸다

•   매경(P1): SK이노 30조 투자 "탄소 빼고 그린"

•   매경(P1): 韓 연금자산 5100만원…美·호주는 4배인 2억

•   매경: "비싸서 못사" 중흥건설 어깃장에 꼬인 대우건설 매각…결국 재입찰

•   매경: 탄소중립 시나리오 10월말로 발표 늦춰

※   국무조정실: [보도자료] 탄소중립위원회 2050탄소중립시나리오 수립·발표 일정

•   매경: 아이오닉5 만든 장인은 '스마트 팩토리 로봇'

•   매경: 간판 바꾸니 주가도 잘 나가네…그룹주 올해 모두 20% 올랐다

•   매경: 월세 부추기는 전세보증보험 의무화에…또 세입자만 역풍

•   매경: "세금 내느니 집 사주자" 1020마저 패닉바잉, 서울아파트 매수비중 최고

•   매경: 주말 최대 150mm 폭우 예보…산비탈 태양광 어쩌나, 922곳 위태

•   한경(P1): [르포] "주 52시간, 대응 방법 없어…차라리 감옥 가겠다"

•   한경: "하루 전에 정책 바꾸나, 식재료 다 버릴 판"…자영업자 분통

•   한경: 美 마이크론 好실적 '희소식'에도 삼성전자·하이닉스 힘 못쓰는 이유

•   한경: 로봇도 코로나 걸렸나?…AI 펀드 수익률 '꽝'

•   서경: 홍남기·이주열 2일 조찬회동···엇박자 논란 재정·통화정책 조율할듯

•   조선(P1): 올 여름 전력대란 비상... 새 원전 꺼놓고 석탄발전기 꺼냈다

※   조선: 올 여름철 안정적인 전력수급 관리에 총력

•   조선: 대정전 가능성에도 원전 8기 가동중단

•   조선(P1): 50대는 모더나 접종

※   질병관리청: 7월 예방접종 세부 실행계획 발표(7.1., 정례브리핑)

•   조선: 1차 아스트라 맞은 50세 미만, 2차는 화이자 접종

•   조선: “美 정부의 민간 진단키트 규제… 그 두달새 112만명 코로나 걸렸다”

•   조선: 규제지역 지정? 해제? 그때그때 다른 정부의 부동산 시장 전망

•   조선: “한국 기업들 아직은 무늬만 ESG… 패션 아닌 패션이 필요”

•   조선: [Mint] 6G의 지배자가 천하를 얻는다… 앞서가는 중국, 쫓아가는 미국

•   조선: “다시 저녁이 없는 삶”… 새내기 직장인들 ‘회식 부활’이 괴롭다

•   조선: [Mint] “사우디와 러시아 시대는 갔다 저탄소 세상선 원자력이 뜰 것”

•   조선: [Mint] “올해부터 10년간 기후변화 대응에 1347조원 투자”

•   조선비즈: 구리·목재 값 하락 vs 유가 100달러 전망…엇갈린 원자재 가격, 인플레는 어디로?

•   조선비즈: 전기차의 역설… 탄소배출 줄이려 전동화하는데 차체는 오히려 커져

•   조선비즈: [MWC 2021] 코로나 확산 속 2년 만에 강행… 썰렁했지만, 중국 공세 거셌다

•   조선비즈: 컨테이너선 10척 중 6척이 지각… ‘정시성’ 계속 하락세

•   중앙: [단독] "文·김정은 친서 교환"…비대면 정상회담 논의된 듯

•   중앙: DSR 족쇄에 은성수 엄포…7월 ‘대출 한파’

•   중앙: [View & Review] 중국 10년 만에 최악 전력난…글로벌 공급망 비상

•   동아: [단독]현대차-기아, 2024년 포터-봉고 경유차 생산 중단한다

•   동아: ‘LG마그나’ 공식 출범… 그룹 車 전장사업 가속도

•   문화(P1): 세계 배출량 줄었는데… 韓 이산화탄소 농도는 ‘역대최고’

•   문화: ICT·빅데이터로 스마트화…‘재생 모델’ 된 창원산단

•   문화: 해운업계 살린다면서… 수천억 과징금 때리는 정부

•   한국: 6인… 8인… 무제한... 비수도권 거리두기 완화로 '북적북적'

•   한국: ”2030년 이차전지 일등국가… 발전전략 곧 발표”

•   경향: ‘신인류’ 출현에 진땀 흘리는 대기업 조직사회

•   머니투데이: "첫 수소대상, '경제적 파급효과·혁신성'에 무게 두고 선정"

•   머니투데이: '친환경 첨병'으로 사업체질 바꾸는 '수소기업' 두산중공업

•   머니투데이: 해상풍력 통한 수소 생산 단가 낮아진다…두산重·포스코 뜰까

•   머니투데이: 확진자 급증은 델타변이 때문?…전문가들 "경각심 풀어진 탓"

•   더벨: 평가사 잣대 '제각각', 등급 스플릿 넘어 '상호배격' 수준

•   헤럴드경제: 상반기 시총 상위 지형도 바뀌었다

•   파이낸셜뉴스: 엔진 없이 연료전지로 가는 LNG선 삼성重 세계 최초 개발…DNV 인증

•   파이낸셜뉴스: 삼성전자, 노조 경영 공식화.. 지속가능경영보고서에 적시

•   아시아경제: [르포]남부터미널 밑에 펼쳐진 2000평 농장…새벽배송될 채소 ‘한가득’

•   아시아경제: 코로나 해소전까지 임대료 연체 가능?…정책發 갈등 확산

•   디지털타임스(P1): 코로나19 감염 표적 `콧속 섬모세포`

•   이데일리(P1): 규제 풀어야 700조원 UAM시장 잡는다.."정부, 속도내 달라"

•   이데일리: 20년 후 UAM 시장 731조원 규모…퍼스트 무버 되기 위해선

•   이데일리: "K-UAM 위해 팀 코리아 뭉친다" 정부, 주체 간 윤활유 역할 톡톡

•   이데일리: 미래성장동력 'UAM시장' 잡아라..현대차·한화 기체 개발 주력

•   이데일리: ‘40년 주택담보대출’ 도입했지만…실효성은 ‘글쎄’

•   연합: 오늘 800명 육박할수도…델타 변이 확산속 '폭발적 유행' 우려도

•   연합: 두산로보틱스, 류정훈 대표이사 선임

•   뉴시스: 수소모빌리티+쇼, 9월 8~11일로 전시회 기간 하루 연장

•   뉴스토마토: 실적 개선에도 웃지 못하는 건설기계

•   더구루: 美 웨스팅하우스, 폴란드 원전 기본설계 수주…두산중공업 수혜 예상

•   더구루: [단독] 두산 이어 GS에너지, 뉴스케일파워에 베팅…소형모듈원전 상용화 속도

•   더구루: 세레스파워-보쉬, 파트너십 확대…연료전지 대량생산 박차

•   비즈니스포스트: 두산밥캣 주식 매수의견 유지, "미국 주택시장 호황 타고 실적 늘어"

•   에너지경제: 원안위, 정기검사 중인 한울 5호기 재가동 허용

•   에너지경제: [르포] 강릉안인 석탄화력발전소 "이젠 준공해도 투자비 회수 쉽잖다"

•   에너지경제: REC 가중치 개편--- 태양광 ↓ 해상풍력↑…태양광 확대 속도조절?

•   이투뉴스: 한국-프랑스, 해상풍력 해외진출 협력방안 모색

•   전자신문(P1): 소부장 상장기업 매출 20% 늘었다…日 수출규제 '전화위복'

※   산업부: (참고자료)소재·부품·장비 경쟁력 강화 2년 성과 대국민 보고

•   전자신문(P1): 삼성전자, 3나노 반도체 'GAA' 신공정 탄력

•   ZDNet Korea: 갤럭시Z폴드3, 전작에 없던 기술 3가지 추가

[Opinions]

•   Project Syndicate(Kenneth Rogoff): Under the Latin American Volcano

•   Project Syndicate(Koichi Hamada): The Right Advice for the Pandemic Recovery

•   Project Syndicate(Simon Johnson): The Better Crisis Response

•   Project Syndicate(Shashi Tharoor): India Looks West

•   FT(Editorial Board): Lessons from America’s vaccination story

•   FT(Editorial Board): The UK carves a risky new path on state aid

•   FT(Philip Stephens): The German threat to the UK is indifference

•   FT(Gillian Tett): Economists can’t predict the future — policy should reflect that

•   FT(Martin Sandbu): Globalisation’s coming renaissance

•   FT(Robert Armstrong): Why Opec matters

•   FT(Simon Kuper): How to cope with the climate apocalypse

•   FT(Miles Johnson): Draghi struggles to make EU listen on migration

•   FT(Diana Choyleva): China advances in challenge to dollar hegemony

•   FT(Amy Kazmin): Narendra Modi the style king puts on the guru look

•   FT(Jamie Powell): Snap AV: the broad growth trade takes hold

•   WSJ(Editorial Board): 100 Years of Chinese Communism

•   WSJ(Joseph C. Sternberg): Beijing’s Century of Dodging Danger Is No Guarantee of Stability

•   NYT(Ezra Klein): The Rest of the World Is Worried About America

•   NYT(Mark K. Updegrove): Maybe Trump Wasn’t the Worst President Ever?

•   NYT(Ron Klain): Biden’s Chief of Staff Is Worried About ‘Everything.’ Except the Midterms.

•   NYT(Donald Ayer, Norman Eisen, E. Danya Perry): Why the Law Is Strong Enough to Take on Donald Trump

•   WP(Catherine Rampell): One economic prediction I’m glad to have been wrong about

•   WP(Josh Rogin): Congress needs to get its act together on China

•   Bloomberg(Karl W. Smith): Supply-Side Economics Is What America Needs Right Now

•   CNN(Dana M. Peterson): Inflation will hurt low-income Americans for years to come

•   MarketWatch(Brian Frank): The energy-stock boom isn’t over — this investor says it’s just getting started

•   MarketWatch(Omer Ozden): America is losing out to China in the development of blockchain technology

•   매경(사설): 서울 2배 면적에 태양광 깔아 탄소 40% 줄이겠다는 정부의 무리수

•   조선(사설): 월성 1호 조작 ‘반쪽 기소’, 그래도 文 상대 배상 소송 못 막을 것

•   문화(사설): 한수원 사장만 原電 배임 기소…그래도 文 책임 못 덮는다

•   경향(사설): 북미 폭염과 온실가스 신기록의 경고, “당장 행동하라”

•   파이낸셜뉴스(사설): 월성 1호기 기소, 탈원전 무리수가 부른 업보