Business Intelligence Monitor 210705

(Introduction)

[Markets]

•   Global: Stock prices rise, dollar falls on U.S. jobs data

•   Metals: Copper prices buoyed by bargain hunters, U.S. data

•   Iron ore: Iron ore price down on China steel output curbs

•   Grains: Corn futures retreat on profit-taking, still end up 12% for week

•   한국: 코스피 3,280대 약보합 마감…코스닥은 이틀째 연고점

•   한국: 두산그룹주 등락 갈려, 두산 4%대 두산밥캣 오리콤 3%대 올라

[Indicators]

•   OPEC Jun. Oil production: OPEC Oil Output Surged Last Month to Satisfy Recovering Demand

•   US May Factory orders: U.S. factory orders rebound strongly in May

•   US May Balance of trade: U.S. Trade Deficit Widened in May as Economic Rebound Fueled Demand for Imports

•   US Jun. Nonfarm payrolls: U.S. Added 850,000 Jobs in June Labor Rebound

※   WSJ: Lower-Wage Workers See Biggest Gains From Easing of Covid-19 Pandemic

※   NYT: Why Did the Unemployment Rate Go Up?

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

•   Eurozone May PPI: Euro zone producer prices accelerate in May

•   Russia Jun. Oil production: Russia Oil, Condensate Output Fell While OPEC+ Eased Limits

•   한국 6월 CPI: 6월 소비자물가 2.4%↑ 석달째 2%대…계란 55%↑,마늘 49%↑

•   한국 6월 외환보유액: 6월 외환보유액 4541억달러…强달러에 감소

•   한국 하반기 중소기업 경기전망지수: 중기 “하반기 경기, 상반기보다 나아질 것”

[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: Services, Job Openings, Claims

•   FT: Changing of the guard at Amazon and a new look to The Week Ahead

•   Bloomberg: Variants Haunt Outlook for Global Growth Rebound: Eco Week Ahead

[News]

•   WSJ: Biden’s July Fourth Event to Mark Progress Against Covid-19

•   WSJ: The U.S. Prepares for a Blockbuster July Fourth

•   WSJ: Why More Highway Spending Won’t Rev Up the Economy

•   WSJ: Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away.

•   WSJ: Biden Plans Border Overhaul, Starting With Lifting Covid-19 Order

•   WSJ: Delta Variant Fuels Missouri’s Covid-19 Uptick

•   WSJ: Barbershops and Hair Salons Are Enlisted in Covid-19 Vaccine Push

•   WSJ: China, India Move Tens of Thousands of Troops to the Border in Largest Buildup in Decades

•   WSJ: Some Vaccinated People Are Dying of Covid-19. Here’s Why Scientists Aren’t Surprised.

•   WSJ: Australia Plots Covid-19 Exit Strategy

•   WSJ: India’s Bharat Biotech Says Vaccine Is Effective Against Delta Variant

•   WSJ: When a 59% Annual Return Just Isn’t Enough

•   WSJ: The Case for and Against Investing in Emerging Markets Now

•   WSJ: Explaining ‘Bad News for the Economy Is Good News for the Stock Market’

•   WSJ: U.S.-Stock Funds Are Up 16% for the Year as Cash Flows In

•   WSJ: Credit Suisse’s #Zoltan Warns of Trouble Ahead in Money Markets

•   WSJ: For Some Millennials, a Starter Home Is Hard to Find

•   WSJ: Chinese Regulators Target Ride-Hailing Company Didi Just Days After IPO

•   WSJ: China Orders Ride-Hailing Firm Didi’s App Removed From App Stores

•   WSJ: The Empires Jeff Bezos Built

•   WSJ: Amazon Primed Andy Jassy to Be CEO. Can He Keep What Jeff Bezos Built?

•   WSJ: FTC, Broadcom Agree to Settlement Around Illegal Monopoly ChargesRead

•   WSJ: Could AI Keep People ‘Alive’ After Death?

•   NYT: U.S. Leaves Its Last Afghan Base, Effectively Ending Operations

•   NYT: As Afghan Forces Crumble, an Air of Unreality Grips the Capital

•   NYT: Biden Sends Dueling Messages on Afghanistan

•   NYT: Is Biden Declaring ‘Independence From the Virus’ Too Soon?

•   NYT: The Relics of America’s War in Afghanistan

•   NYT: Johnson & Johnson says its vaccine protects against Delta, adding to the arsenal against the variant.

•   NYT: F.D.A. Releases More of Johnson & Johnson’s Vaccine, but Baltimore Plant Remains Closed

•   NYT: In Case Against Trump’s Company, Echoes of His Father’s Tactics on Taxes

•   NYT: Why America’s Politics Are Stubbornly Fixed, Despite Momentous Changes

•   NYT: The Tech Cold War’s ‘Most Complicated Machine’ Is Out of China’s Reach

•   NYT: The pandemic forced millions of Americans to leave the work force earlier than planned.

•   NYT: Brazil Vaccine Scandal Imperils Bolsonaro as Protests Spread

•   NYT: Overnight Vaccination Drive in Rome Reaches Out to the ‘Most Fragile’

•   NYT: Should People With Immune Problems Get Third Vaccine Doses?

•   NYT: Iran’s president warns of a potential fifth wave as the Delta variant spreads.

•   NYT: As Vaccination Takes Hold in Canada, a Slow Reawakening Begins

•   NYT: Higher Inflation Ahead? Maybe. But Don’t Even Try to Predict It.

•   WP: Average pay at U.S. restaurants just topped $15 an hour, and workers are flocking back

•   WP: Barrett moves Supreme Court to the right, but cautiously

•   WP: Heat wave, wildfires and drought show deadly realities of climate change

•   WP: Democrats who lost in 2020 should run again, party leaders say

•   WP: You had the Johnson & Johnson coronavirus vaccine. Should you try to get a booster dose of Pfizer or Moderna?

•   WP: Post-ABC poll finds Biden popular but Republicans resisting the coronavirus vaccine.

•   FT: Opec talks end in deadlock over raising oil production

•   FT: Opec impasse shows UAE’s ‘flexing its muscles’ against Saudi Arabia

•   FT: Global tax deal faces challenges of detail, implementation and holdouts

•   FT: No plans to reduce gap between Covid jabs as cases soar

•   FT: Lambda Covid variant’s ‘unusual’ mutations puzzle scientists

•   FT: ECB to crack down on dangerous risks in banks’ leveraged lending

•   FT: Italy’s economy aided by businesses pushed online by pandemic

•   FT: Europe’s centre-right draws up plan for tighter fiscal rules

•   FT: Johnson urges reopening of EU travel in farewell talks with Merkel

•   FT: Merkel says double-vaccinated Britons will soon be able to visit Germany

•   FT: Minister says England will ditch face mask rules on July 19

•   FT: UK move to protect steel industry at risk of WTO challenge

•   FT: Businesses face financial cliff edge as UK Covid support winds down

•   FT: UK accused of ‘baffling’ handling of bill to recognise foreign qualifications

•   FT: Colombia loses decade-old investment grade status

•   FT: Economic slide sends support for Erdogan to all-time low

•   FT: Inflation data not worrying, says Poland’s central bank chief

•   FT: How to protect your portfolio against inflation

•   FT: What will investors learn from the Fed’s minutes?

•   FT: Binance crackdown: regulators tussle with ‘wild west’ of crypto

•   FT: Pay revolts at FTSE 100 companies double that of last year

•   FT: Tesla overcomes obstacles to record robust vehicle deliveries in second quarter

•   FT: EU green policy chief sets out plans to drive electric car uptake

•   FT: Quest for ‘green’ cement draws big name investors to $300bn industry

•   FT: Celltrion expects Covid variants to fuel global treatments growth

•   FT: Insurance industry feels the heat on cover for fossil fuels

•   Telegraph: Lorry driver shortage threatens rubbish collection

•   Bloomberg: It’s the Beginning of the End of Easy Money

•   Bloomberg: Saudi Arabia Sticks to Demand for OPEC+ Extension Through 2022

•   Bloomberg: Iran Says It Can Quickly Boost Oil Output If Sanctions End

•   Bloomberg: Xi, Top European Leaders Said to Plan Call as Tensions Flare

•   Bloomberg: Europe’s Diplomats to China Stress on Human Rights, Respect

•   Bloomberg: Biden Says ‘Not Sure’ If Russia Is Behind Latest Cyberattack

•   Bloomberg: Russia-Linked Group Hacks 200 Businesses With Ransomware

•   Bloomberg: EU and U.S. to Discuss Digital Tax Ahead of Bloc’s Levy Plan

•   Bloomberg: ECB’s Knot Warns Central Bank Could Be Underestimating Inflation

•   Bloomberg: ECB’s Schnabel Says Temporary Inflation Overshoot Necessary

•   Bloomberg: Merkel Bloc Widens Lead Over Green Party in German Election Poll

•   Bloomberg: France Calls for Permanent EU Debt Mechanism to Boost Investment

•   Bloomberg: U.K. and EU Try to Ease Travel Fears Over India’s Astra Vaccine

•   Bloomberg: Rockets Hit Base Housing U.S. Troops in Syria, No Casualties

•   Bloomberg: Hong Kong Security Force Warns Against Mourning Police Attacker

•   Bloomberg: As the Rich World Moves On, Africans Face Repeated Virus Waves

•   Bloomberg: As U.S. Steps Up, Europe Holds Back, Africa’s Vaccine Czar Says

•   Bloomberg: Chile’s Constitution Rewrite Underway After Chaotic Start

•   Bloomberg: Duterte’s Pivot to China Yet to Deliver Promised Billions in Infrastructure

•   Bloomberg: China’s Local Governments Roll Over More Debt to Ease Risks

•   Bloomberg: Putin’s ‘Lockdown Lite’ as Moscow Stops Millions From Dining Out

•   Bloomberg: South Africa Reports Record 24,270 Daily Coronavirus Cases

•   Bloomberg: South Africa Approves Sinovac’s Covid-19 Vaccine

•   Bloomberg: Global Rule May Put Some China Tax Policy at Risk, Adviser Says

•   Bloomberg: Japan Could Face Vaccine Crunch as It Nears Olympics Start

•   Bloomberg: Japan’s Suga Gets Mixed Result in Tokyo Vote Before Olympics

•   Bloomberg: Thailand Falls Short of Its Vaccination Target as Deaths Soar

•   Bloomberg: How Cryptocurrency Turbocharged the Cybercrime Racket

•   Bloomberg: Delta Variant Creates Emerging Markets Gap as Outperformers Hit

•   Bloomberg: Biggest Gulf Wealth Funds Are Faulted for Lagging on Governance

•   Bloomberg: Investors Don’t See End to Record-Breaking Equity Rally Just Yet

•   Bloomberg: China to Keep Dragging Down Asian Junk Bonds Versus High Grade

•   Bloomberg: China Bond Market Opening Paves Way to Unleash Funds on World

•   Bloomberg: Corporate Buybacks Gain Steam With Banks Poised to Boost Buying

•   Bloomberg: Pound Takes the Spotlight for Traders Gauging Vaccine Success

•   Bloomberg: Powell Diary Shows He Met Coinbase CEO, Crypto Investor in May

•   Bloomberg: Europe’s Money Markets Prepare for World Without Unlimited Cash

•   Bloomberg: High Oil Prices Send U.S. Refiners Scouring for Alternatives

•   Bloomberg: Ever Given Saga Nears End With Ship Poised to Leave Suez Canal

•   Bloomberg: Cars for Sale: Surging Demand In Post Covid World Makes Prices Expensive

•   Bloomberg: Delta’s Rapid Spread Clouds Summer With Fear of Covid Revival

•   Bloomberg: Industry Bosses See Price Hikes as Shortages Hamper Rebound

•   Bloomberg: Working From Home in Small Doses Is Found to Boost Productivity

•   Bloomberg: Death Toll From Northwest Heat Wave Expected to Keep Rising

•   Bloomberg: Ramaphosa Panel Urges South Africa to Show Climate Ambition

•   Bloomberg: Wind Overtaking Gas Weakens Australia’s Case for Fossil Fuels

•   Bloomberg: Brexit-Battered London Spars With Paris for Green Finance Crown

•   Bloomberg: Huge Methane Leak Spotted in Heart of China’s Top Coal Hub

•   Bloomberg: Japan’s Green Push Opens Path to Talent Outside Old Men’s Club

•   Reuters: Delta variant sweeps Asia, prompting curbs as vaccination remains tepid

•   Reuters: WHO welcomes report on efficacy of longer gaps between AstraZeneca doses

•   Reuters: ECB's Lagarde says euro zone recovery still fragile

•   Reuters: Spain's COVID-19 cases continue to rise

•   Reuters: COVID-19 Delta variant gains ground in Italy - Health Institute

•   Reuters: French health minister warns of fourth COVID wave

•   Reuters: Germany alters vaccine mix to better tackle Delta variant

•   Reuters: Germany's Merkel optimistic on finding durable N. Ireland fix

•   Reuters: Kremlin says 'provocations' like UK warship episode demand tough response

•   Reuters: India's death toll from coronavirus crosses 400,000; vaccination drive falters

•   Reuters: Taiwan postpones referendums amid COVID-19 concerns

•   Reuters: Cambodia reports record daily number of COVID-19 deaths

•   Reuters: EXCLUSIVE Taiwan's Terry Gou, TSMC reach initial agreements for BioNTech vaccines -sources

•   Reuters: Impact of nuclear energy needs more study before getting green label, EU told

•   Reuters: Draft shows EU to propose aviation fuel tax in green policy push

•   Reuters: Analysis: U.S. states ending jobless benefits early hit labor market milestone in March

•   AP: WHO decision challenges West to recognize Chinese vaccines

•   CNN: Energy company wants $15 billion from the Biden administration for blocking the Keystone XL pipeline

•   CNBC: How Moderna made its mRNA Covid vaccine so quickly: Noubar Afeyan

•   CNBC: Fed could be a surprise catalyst for the markets in holiday week

•   CNBC: France's structural problems have been exposed by the pandemic

•   CNBC: Dr. Scott Gottlieb says Fourth of July weekend gatherings present a low Covid risk for most Americans

•   CNBC: Covid charts: Israel, UAE, Bahrain vaccination and infection trends

•   CNBC: Bet on Big Tech in the U.S. or China? Traders stake their claims

•   CNBC: UK’s largest chip plant to be acquired by Chinese-owned firm Nexperia amid global semiconductor shortage

•   CNBC: Ford's June sales decline by 26.9% as company misses Q2 expectations

•   CNBC: China’s crackdown on its tech giants isn’t a move to ‘take the wings off’ its entrepreneurs, says strategist

•   CNBC: What cryptocurrencies will look like in 50 years

•   CNBC: ESG scope could change in 2021. What two market analysts see ahead

•   MarketWatch: What to expect if markets feel the force of gravity again

•   SCMP: China’s exports of coronavirus-critical medical products nearly tripled in 2020, with US$105 billion in goods shipped

•   SCMP: Hong Kong backs US-led global effort to ‘combat tax evasion’, with mainland China also on board

•   SCMP: Is China’s ‘global energy internet’ plan growing in power? Yes, but not as President Xi Jinping envisioned

•   SCMP: Chinese central bank pledges it will not change course over financial risk management

•   SCMP: China’s steelmakers need cleaner process to put climate goals in reach, report says

•   SCMP: Private vs public. Who will care for China’s elderly?

•   Global Times: China expresses concerns on behalf of a group of countries over harm of disinformation on multilateral human rights work

•   Caixin: Sinovac’s Covid Vaccine Safe for Children as Young as 3, Study Says - Caixin Global

•   Nikkei Asia: 2 dead, some 20 missing in large mudslide southwest of Tokyo

•   Nikkei Asia: China and US home to nearly 60% of companies likely to pay global tax

•   Nikkei Asia: Siemens typhoon-proofs offshore wind turbines for Japan

•   Nikkei Asia: LDP becomes top party in Tokyo assembly, rivaling governor's

•   Mainichi: 80% of Japan's 47 prefectures have problems with solar power plants

•   Economic Times: RBI Financial Stability Report: Prices, Covid variants threats to recovery

•   MINING.com: General Motors moves to secure US-sourced lithium for its EVs

•   MINING.com: Accelerating energy transition promises big returns – report

•   ZDNet: If you fly a drone, you need to read this now

•   DIGITIMES: Foundries see orders continue pulling in

•   Robotics & Automation News: MassRobotics publishes ‘world’s first’ open source autonomous mobile robot interoperability standards

•   매경(P1): 탈원전에 적자 늪 빠졌다…발전사 "비상경영" 선포

•   매경(P1): 한강변 50층 플랜…오세훈 다시 시동 걸었다

•   매경: 디지털세 2023년 발효…기재부 "초기엔 세수늘것"

※   기재부: [보도참고]디지털세 합의안, 포괄적 이행체계(IF) 총회에서 130개국의 지지 확보

•   매경: 1차 AZ 맞은 50세 이상 2차도 AZ…화이자 심근염 확률 0.0008%

•   매경: '특고 고용보험' 서두르다…실직대란 올수도

•   매경: "상반기 역대 최다 실적"…현대차 기아 美서 80만대 팔았다

•   매경: "역시 한국 조선"…한국조선해양, 올해 수주목표 다 채웠다

•   매경: 구광모 3년 달라진 LG, 이번엔 카카오와 손잡았다…카카오모빌리티에 1000억 투자

•   매경: SK이노베이션, 美 ESS시장도 공략

•   매경: 국민연금 작년 역대 두번째 수익률 냈다…운용수익률 9.58%

•   매경: 42년 만에…한국 '우주개발' 족쇄 풀렸다 '별들의 전쟁' 본격 참전 [Science]

•   매경(P1): "부동산 세금 폭탄 맞느니 차라리 불법을"…명의신탁 급증했다

•   매경: "임대사업말소 동의할테니 위로금 달라"…오락가락 부동산 정책에 꼼수 판친다

•   매경(P1): 정유·화학 공장 많은 울산, 세계적 수소경제 중심지로

•   매경: 獨, 11조 대규모 투자…'수소기술 1위' 정조준

•   매경(P1): [인터뷰] 김동연의 돌직구 "정권에 각 세운다고 국가경영 잘 하겠나"

•   매경(P1): 코로나 직격탄, 작년 여성 취업자 13만명 급감

•   매경: 최태원 상의 파격실험 통했다…상금 2억3천에 지분 보장에 제언 쏟아져

•   매경: 日언론 "韓겨냥 수출규제, 어리석음의 극치"

•   매경: '소부장' 특허 對日 무역 적자 71% 감소

•   매경: 상반기 17조 순매도 외국인들, 조용히 이 종목들 샀다

•   매경: 연일 지붕뚫는 코스닥…이 종목들이 이끈다

•   매경: SK이노도 급락…기업 분할 '악재' 긍정적 효과 분할 후 1~2년후 나타난다

•   매경: "누를수록 집값 더 뛰는데"…서울 분양 아파트 7년래 최저

•   매경: 다주택자 10개월째 감소…그래도 집값은 계속 상승

•   매경: 국내최대 원자력연구단지, 경북 경주서 이달 중 착공

•   매경: 집값 폭등에…서울서 15만명 밀려나

•   한경(P1): "정부가 부동산 직접 매매"…'가격 통제'하겠다는 이재명

•   한경: '이 주식 사두면 돈 번다'…하반기 톱픽 리스트

•   한경: 금융위 "금리인상 임박…코인·부동산 타격"

•   한경: 삼성전자 말고…'수익률 1위' 강방천·존리가 담은 종목은?

•   한경: 암호화폐 내치는 정부 vs 베팅 판 키우는 큰손

•   한경: 실험실 밖으로 나온 '양자 기술'…절대보안·초고속PC 시대 연다

•   한경(P1): 국내 첫 ESG 매거진 창간…"기업내공 키울 정보 모았다"

•   한경(P1): 개도국 57년 만에 한국 '선진국' 됐다

※   외교부: 대한민국, 유엔무역개발회의(UNCTAD) 선진국 그룹 진출

•   한경(P1): [단독] "이러다 車껍데기만 만들라"…현대차, 배터리에 1억달러 투자

•   한경: "신사업 진출하면 상속공제 안 해줘 누가 기업 키우려고 투자 나서겠나"

•   한경: 한국은 증여세 비과세 7년째 5000만원

•   한경: 은행들 "코인 거래소 추가 심사 불가"…결국 '빅4'만 살아남을 듯

•   한경: 금융당국, 바이낸스에 국내 영업금지 처분 내린다

•   한경: '코린이' 아직 시장 안떠났다

•   한경: 이재명 "로봇·탄소稅 걷자"…이낙연 "땅부자 증세"

•   한경: [단독] AI가 지휘 '드라이브스루 물류센터' 나온다

•   한경: 해외서도 늘어나는 도심형 물류센터…美, 5년내 2000개로

•   한경: "테슬라를 어찌할꼬" 잠못드는 서학개미

•   한경: "탄소중립·소비 관련株, 中정책 수혜 주목"

•   한경: 재난현장 날아온 드론, 로봇팔로 장애물 치워

•   한경: 은행대출 문턱 더 높아진다

•   한경: 연봉 8000만원 무주택자, 7월부터 '영끌' 가능 금액은…

•   한경: 주택담보대출도 '100% 비대면' 시대

•   서경(P1): [단독]'풍선효과' 노원 집값, 종로마저 제쳤다

•   서경: 도봉, 은평 제치고 성동 5위···가장 싼 금천 4년전 송파 집값

•   서경(P1): 공매도 80%가 외인···더 커진 '그들만의 놀이터'

•   서경: [공매도 재개 두달] '규제'에 움츠린 기관···외인 "조사 어려울것" 활개

•   서경: 수도권 매매·전세 한달새 7,000건 증발

•   서경: [글로벌 What] 친중도 반중도 안돼···中 바라보는 유럽의 복잡한 속내

•   서경: [시그널] 중흥 낮추고 DS는 올리고···대우건설 새주인, 수백억 차이로 갈린다

•   서경: 美 마이크론 ‘깜짝 실적’에도 급락···내주 잠정치 발표 삼성전자도?

•   서경: “ESG, 다음 이슈는 생물 다양성"

•   서경(P1): [단독] 세수 뻥튀기···또 '퍼주기' 명분 쌓는 정부

•   서경: 일회성 요인까지 반영해 세수 늘려···"대선 앞 확장재정 마사지"

•   서경: 청년내일채움공제 늘린다지만···2년 이상 유지 비율 64% 그쳐

•   서경: 나랏빚 급증에도···재정준칙 반년째 공회전

•   서경(P1): 상장사 영업익 전망치 석달새 13%↑···삼성전자 11조 유력

•   서경: 포스코 한달새 이익 20%↑ 2조 육박...만도·농심은 하향

•   서경(P1): 대선 레이스 막 오르자···勞, 기다린 듯 과잉 요구

•   서경: "최저임금 9,000원 땐 직원 줄여야"···영세 中企에 카운터펀치

•   서경: 勞 "내몫부터 챙기자"...미래사업 부품 국내 생산까지 압박

•   서경: 정치권 "양극화는 기업 탐욕 탓" 프레임 선동···규제법안 1,301개 양산

•   서경: 이사회 강화하고 ESG 경영 도입···납품가 후려치기 등 관행도 개선

•   서경(P1): 4,086가구 대단지도 매물 '0'···양도세 때문에 팔고 싶어도 못 판다

•   서경: 의왕 30평 신축, 1년새 6억 뛰어···집값 폭등 '트리거' 된 세금 규제

•   서경: 8월 첫주는 '슈퍼 IPO 위크'···나흘간 100兆 움직인다

•   서경: 마트·배달앱도 빠져···'캐시백' 쓸 곳이 없다

•   서경: 생산서 유통까지···가스공사, 수소산업 힘 싣는다

•   서경: [심층분석] 후판값 2배 뛰고 勞 파업 압박 '좌불안석'

•   서경: 日 수출 규제 뚫을 '특허 빅데이터' 분석

•   조선: “탄도미사일로 대만 공항 무력화” 中 군사잡지, 3단계 시나리오

•   조선: 중국의 ‘반도체 굴기’를 막아라! 한·미는 지금 연합작전 중?

•   조선(P1): 한국의 머스크를 꿈꾼다… 젊은 혁신가들 ‘멀티창업’

•   조선: 자영업자들 “작년 매출 따라 지원금? 기막혀”

•   조선: 카뱅 ‘곤충전략'에... 4대 공룡은행 위협하는 비결 있다

•   조선: 상반기 수익률 서학개미가 꼴찌, 외국인 1위, 기관 2위, 동학개미 3위

•   조선비즈: 네이버 데이터센터, 친환경이라더니 ‘전기 먹는 하마’…탄소로 재무건전성까지 위협

•   조선비즈: 올해 상반기 상장사 5개 중 1개는 신고가

•   조선비즈: [지배구조 톺아보기] 구조조정 마무리 두산, 친환경 에너지 그룹으로 변신

•   조선비즈: 삼성·SK 반도체 추격 속도 내는 美 마이크론…EUV 장비 도입 본격화

•   조선비즈: ‘진짜 5G’ 올해부터 시작이라는 정부…뿔난 소비자 “대국민 사기극” 소송

•   조선비즈: 해상 운임 계속 강세… 글로벌 선사, 컨테이너선 발주 러시

•   조선비즈: 신한금융투자 “델타 바이러스 확산, 실물경기 회복 추세 꺾지 않아”

•   중앙(P1): 지방 소멸, 수도권 폭발 ‘국토균형발전’ 역주행

•   중앙(P1): 얼어붙은 한·일, 경제·문화는 해빙

•   중앙: ‘NO 재팬’ 불매운동 잦아들고, 한·일 교역 수출 규제 전으로 회복세

•   중앙: 독도 표기, 징용 배상 등 한·일 갈등 ‘산 넘어 산’…정치권이 반일·혐한 부채질

•   중앙: “문 대통령과 대화해봤자 득 될 게 없다”…스가, 차기 정권 출범 때까지 기다릴 속셈

•   중앙: G7서 불발된 문·스가 회담, 도쿄 올림픽 때 성사될까

•   중앙: 전세 시장 불났는데 정부 속수무책…가을 이사철이 더 불안

•   중앙: 물동량 늘어 선박 운임 고공행진, 탄소세 도입이 ‘암초’

•   중앙(P1): 수도권선 접종자도 마스크, 밤 10시 야외음주 금지

※   복지부: 코로나19 확산 차단을 위한 수도권 방역조치 강화

•   중앙: 집값 폭등하자 중국의 해법...실거래가 모두 공개 금지령 [박성훈의 차이나 시그널]

•   중앙: 휘발유값 또 올랐어…2000원도 시간문제

•   동아(P1): “방역 완화” 12일만에 확진자 2배로 뛰었다

•   동아: 수도권 델타 변이 확산속 지방으로 전파 가능성

•   동아(P1): 김부겸-정은경 “집회 자제” 호소… 민노총, 면담 거부

•   동아(P1): [단독]北 ‘코로나 국경봉쇄’ 1년만에 中과 교역 일부재개

•   동아: 추경 제출한 날… 與지도부 “전국민에 지원금 주자”

•   동아: 日의존 낮춘 한국 반도체 승승장구… 韓日 외교는 여전히 싸늘[글로벌 포커스]

•   동아(P1): [단독]‘남북 대화’ 카드가 된 한미 훈련… 4년째 실기동 빼고 축소실시

•   동아: 지난달 못맞은 고령자 등 화이자 접종 시작

•   동아: “美 공급망 강화, 장기적으로 韓기업 타격 우려”

•   동아: 주요국 경제단체 38% “올해 마이너스 성장”

※   전경련: 주요 18국 대상 [코로나 2년차 세계경제 전망] 설문

•   동아: 경찰 ‘성남FC 후원금 의혹’ 이재명 출석 요구… 李 “경찰 정치개입 재발”

※   2018년 6월 당시 바른미래당은 “이 지사가 성남시장 시절 2015년 두산그룹과 네이버 등 관내 기업들에 인허가를 내주는 대신 성남FC에 후원금이나 광고비 명목으로 160억여 원을 받았다”며 이 지사를 고발

•   문화(P1): 홍남기 “확장적 재정 유지” 이주열 “금융불균형 대비”

※   한국은행: [보도자료] 홍남기 경제부총리-이주열 한국은행 총재 회동 결과

•   문화: ‘재정·통화 공조’ 확인불구…‘금리인상 시기’ 異見 불보듯

•   문화: “인플레 우려…지금은 ‘중앙은행 타임’ 확장 재정보다 통화정책에 힘실어야”

•   한국: [단독] '김정은·바이든 친서 교환' 제안에 美 성 김 "나 잘린다"

•   한국(P1): 작업 중 떨어지고 끼여죽고...중대재해법 시행돼도 70%는 처벌 못한다

•   한국: 남들은 1,000㎞ 간다는데… 한국 전기차 주행거리 너무 짧은 거 아냐?

•   국민: ‘주52시간’ 더딘 안착…칼퇴근? 소득 줄어 “투잡 출근”

•   국민: ‘제2 타다?’ 프롭테크 기업 급증… 기존 산업계와 충돌 확산

•   국민(P1): 코로나와 사투 ‘3R’… 백신도 무력화되나

•   서울: 한은, 새달 기준금리 올리나… 힘 실리는 8월 인상설

•   서울: 상용화 2년 5G ‘품질 불만’에… LTE 가입자 17개월 만에 반등

•   세계(P1): 국민지원금 기준 ‘月소득 878만원’ 가닥

•   경향(P1): 수도권 아파트값 상승률 19년 만에 최고

•   경향: 미 ‘자율주행’ 한 ‘부품 개발’ 중 ‘마이웨이’…미래차 준비 ‘3국3색’

•   머니투데이(P1): [단독]연일 집값 거품 경고하더니…최악 6% 하락 예상한 한은

•   머니투데이(P1): 한국에 100조원 해상풍력 시장 열린다...상륙 노리는 외국 기업들

•   머니투데이: 코로나 극복, 가계부채로?..1765조 시한폭탄 위에 키운 경제성장

•   머니투데이: 강화된 DSR에도 전세대출은 '열외'…갭투자 판 깔렸다

•   머니투데이: 10년 벌어도 못 사는 집, 누구는 단돈 1000만원 차익에도 산다

•   머니투데이: 반도체 고점론 불거지자…SK하이닉스 경영진이 한 일

•   머니투데이: 대어급 IPO에 하이일드 펀드 자금 1조원 넘게 몰렸다

•   헤럴드경제(P1): “소부장 규제 합리화…적재적소 투자해야”

•   헤럴드경제(P1): 매매시장 닮아가는 경매시장 ‘역대급으로 뜨겁다’

•   헤럴드경제: 한국 1인당 국민소득, 이탈리아 진짜 ‘추월’

•   파이낸셜뉴스(P1): 확산되는 탈원전 무용론… 신한울 1호기 가동될까

•   파이낸셜뉴스: "재건축 완화 등 대선용 정책 쏟아질 것… 집값 계속 오른다" [하반기 부동산 전망]

•   파이낸셜뉴스: 임대차법에 매물 잠겼는데 찾는 사람은 급증… 해법 안보이는 전세난

•   파이낸셜뉴스: 전기차 급속충전기 요금 인상 kwh당 200원 후반∼300원 초반

•   파이낸셜뉴스: "원·달러 환율 1150원 간다" 델타 변이·금리인상이 변수

•   파이낸셜뉴스: 해외 광물업체와 손잡는 배터리3社 "수급 안정에 총력"

•   아시아경제(P1): 수출 겨우 살아났는데…막 오르는 車업계 夏鬪

•   아시아경제: 일상화 된 생산차질에 파업가능성까지…소비자들 "車 언제 나오나요"

•   아시아경제: 서울 벼락거지 공포…생애최초 부동산 매입 급증

•   아시아경제: '스피드 공급' 필요한 서울시, 소규모 재건축 활성화한다

•   디지털타임스: "슈퍼호황 덕 봤다"… 중소조선사도 연간 수주목표 속속 달성

•   이데일리(P1): 조성욱 "대한항공-아시아나 M&A 연내 결론..심사 속도 내겠다"

•   이데일리: SK, 국민연금·LG가 지원하는 '모빌리티 3파전' 후끈

•   이데일리: 아이폰13 신작효과 노려볼까…휴대폰 부품株, 반등 기대

•   연합: 휴일영향 무색 오늘도 700명 안팎…'수도권 거리두기' 모레 발표

•   연합: 60세이상 소득 3천이하 1주택자에 종부세 과세유예 추진

•   연합: 신재생에너지 전시회 'SWEET 2021' 8일 광주서 개막

•   연합: 인천연료전지 발전소 준공…연간 11만가구에 전력·열 공급

•   e대한경제: 생존 위해 '제2 창업' 나선 재계…바꾸지 않으면 죽는다

•   e대한경제: [일자리정책 '엇박자' 논란]기업 '규제 폭탄'이 결국 고용 덮쳤다

•   e대한경제: [일자리정책 '엇박자' 논란]기업 꽁꽁 묶고 양질의 고용 창출 되겠나…사실상 '정책 코미디'

•   e대한경제: [일자리정책 '엇박자' 논란]기업 '규제 폭탄'에 유턴할까…감세만으로 역부족

•   e대한경제: [일자리정책 '엇박자' 논란]법인세율 OECD 9위…설비투자 여력 '위축'

•   에너지경제: [단독] 가스公, 전력판매 포함 태양광 발전사업 추진…전력시장 개편 맞물릴 땐 파장일 듯

•   에너지경제: [‘과속의 덫’ 걸린 태양광산업] 장마철만 되면 효율성 낮아 사업자 울상…올핸 전력 피크 기간까지 겹쳐

•   에너지경제: REC 개편안에 업계 반발 확산…태양광 "영세업자 죽이기" 풍력 "수익 보장이 우선"

•   에너지경제: SMR개발 한다더니…산업부 "2050탄소중립 시나리오 포함 미정"

•   전자신문: [이슈분석] LNG 발전 건설 두고 갈등 격화…'브리지 전원'이 위험하다

•   전자신문: [이슈분석]정부, 2034년까지 석탄발전 24기 LNG로 전환 계획

•   전자신문: [이슈분석]발전공기업만으론 무리...정부도 지원 나서야

•   전자신문: "韓 기업, 360조 베트남 전력시장 주목해야"

※   국제무역연구원: 베트남 전력 산업의 현재와 미래: 360조 베트남 전력 시장을 잡아라!

•   전자신문: 두산그룹, (주)두산 사업 '선택과 집중'...재무구조 개선 마무리

[Opinions]

•   Project Syndicate(Dante Alighieri Disparte): Is America Losing the Digital-Currency Race?

•   Project Syndicate(Hugo Drochon): On Liberty, Conspiracy, and Vaccination

•   Project Syndicate(Giulio Boccaletti): The Environmental Republic

•   Project Syndicate(Homi Kharas, Meagan Dooley): How to Balance Debt and Development

•   Project Syndicate(Luigi Zingales): Attack of the COVID Zombies

•   FT(Editorial Board): The housing challenge facing central banks

•   FT(Editorial Board): Brexit has brought a slow decoupling

•   FT(Editorial Board): The US and allies have a duty to Afghan interpreters

•   FT(Rana Foroohar): What Joe Biden can learn from Richard Nixon’s playbook

•   FT(John Gapper): It feels lonelier at the top with everyone working from home

•   FT(Martin Sandbu): The good, the bad and the ugly of the global tax reform deal

•   FT(Robert Armstrong): Don’t freak out about the job numbers

•   FT(Jonathan Wheatley): Emerging markets diverge from playbook

•   FT(Katie Martin): Markets enjoy blessed relief now the heavy storms have passed

•   FT(Brendan Greeley): Let’s all please stop calling dollars ‘fiat money’

•   WSJ(Editorial Board): Yes, Trump Really Did Lose Michigan

•   WSJ(Editorial Board): Indicting the Trump Organization

•   WSJ(Editorial Board): More Jobs but Still Too Few Workers

•   WSJ(Holman W. Jenkins, Jr.): The Trump Organization’s Political Prosecution

•   NYT(Editorial Board): U.S. Covid Vaccine Numbers Are Great. Keep Going.

•   NYT(Paul Krugman): Alexander Hamilton and Post-Covid America

•   NYT(Michelle Goldberg): Finally, Experts Break the Silence on J.&J. Boosters

•   NYT(Jeremy Samuel Faust, Katie Dickerson Mayes, Céline Gounder): How Do Risks of Covid Vaccination Compare to Covid-19 for Kids?

•   NYT(Julia Coronado): The June Jobs Report Shows a Strong Recovery

•   NYT(Eric J. Topol): It’s Time for the F.D.A. to Fully Approve the mRNA Vaccines

•   WP(Editorial Board): Biden’s cold response to Afghanistan’s collapse will have far-reaching consequences

•   WP(Editorial Board): Prosecutors have charged the Trump business. But is there more to come?

•   WP(Editorial Board): Biden’s global income tax plan has made significant progress. But the hard part lies ahead.

•   WP(George F. Will): ‘Strategic ambiguity’ is no longer a prudent U.S. policy on Taiwan

•   WP(Richard Glover): Australia’s vaccine ‘stroll-out’ shows the dangers of covid complacency

•   WP(Jim Inhofe): When Biden declares ‘independence’ from covid on July 4, he owes more credit to Donald Trump

•   Bloomberg(Noah Smith): Heat Domes Are a Red-Hot Warning on Climate Costs

•   Bloomberg(John Authers): Bubble Survival May Be Just a Matter of Avoiding Momentum Stocks

•   Bloomberg(Robert Burgess): June Jobs Report: 0.3% Gain in Hourly Earnings Eases Inflation Fears

•   Bloomberg(Julian Lee): OPEC Meeting: Oil Producer Alliance OPEC+ Is Pushed to the Brink Again

•   Bloomberg(Bobby Ghosh): Merkel and Biden Transition Explains the Macron-Erdogan Truce at NATO Summit

•   Bloomberg(Rachel Rosenthal): Labor Shortages: Let the Market Fix Itself

•   Bloomberg(Lisa Abramowicz): June Jobs Report: Extra Benefits Aren’t Holding Back the Economy

•   Fox News(John Barrasso): US energy independence is vital – Biden's policies could destroy it

•   매경(사설): 여름철 전력 비상에 다 지은 원전 놔두고 석탄발전소 돌린다니

•   한경(사설): 전력수급 벌써 불안한데 원전 세워놓고 석탄발전소 돌리다니

•   한경(한상춘): 올 하반기 동학개미 최대 투자난제…'디스토피아'

•   서경(사설): 대정전 비상인데 새 원전까지 놀리는 오기의 정책

•   동아(정우성): 생활 파고든 로봇, 이젠 상생 고민할 때