Business Intelligence Monitor 210706

(Introduction)

[Markets]

•   Global: World shares hold near record highs

•   Oil: Oil hits three-year high after Opec+ abandons meeting

•   Metals: Fundamentals shaky, but funds fuel copper's rise to 2-week peak

•   Cryptocurrency: Bitcoin Resumes Losing Streak After Weekend Strength Evaporates

•   한국: 코스피 3,290대 회복…코스닥지수, 사흘째 연고점

•   한국: 두산그룹주 등락 갈려, 오리콤 4%대 두산 두산밥캣 2%대 하락

[Indicators]

•   Germany Jun. PMI(final): Euro zone business activity soared in June as lockdowns lifted

•   UK Jun. Car sales: Chip shortage puts brake on UK new car sales despite jump from 2020

•   China May Foreign exchange deposits: As China’s foreign currency deposits pass US$1 trillion, banks face unwanted headache, yuan pressure

•   China Jun. Services PMI(Caixin): Growth in China's June services activity falls to 14-month low: Caixin PMI

•   India Jun. Services PMI: India's June services activity shrinks at fastest rate in 11-months

•   UAE Jun. PMI: UAE Business Conditions Improve at Slower Pace; Employment Rises

•   Turkey Jun. CPI: Turkish inflation hits highest level for more than two years

•   한국 6월 요구불예금 잔액: 커지는 유동성… 5대銀 요구불예금 650조

[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: Deaths, Hospitalizations Surge as Delta Variant Deals Blow to Poor Countries

•   WSJ: Biden to Temper U.S. Use of Sanctions Weapons

•   WSJ: Democrats Hope to Pass Climate Bill After Failing a Decade Ago

•   WSJ: In OPEC Deadlock, U.A.E. Steps Out of Saudi Shadow

•   WSJ: July Fourth Delivers Huge Crowds, but Who’s Complaining?

•   WSJ: Taliban Find New Revenues as They Seize Border Gateway

•   WSJ: At Bagram, the Lights Went Out and the Afghans Found Themselves Facing the Taliban Alone

•   WSJ: Mexico Hands Control of Large Oilfield to Pemex in Dispute With U.S.’s Talos

•   WSJ: Retail Investors Power the Trading Wave With Record Cash Inflows

•   WSJ: Investors in Chinese Stocks Hope for Better Second Half After Weak Showing

•   WSJ: Flaws Emerge in Justice Department Strategy for Prosecuting Wall Street

•   WSJ: How Long Might the Next Bear Market Last?

•   WSJ: European Business Leaders Want a Stronger Hand With China, Not Decoupling

•   WSJ: China Probes U.S.-Listed Firms After Didi Crackdown

•   WSJ: Didi and the Big Chill on China’s Big Data

•   WSJ: Chinese Regulators Suggested Didi Delay Its U.S. IPO

•   WSJ: Tech Firms Threaten to Quit Hong Kong Over Data Law Plan

•   WSJ: Container Ship Prices Skyrocket as Rush to Move Goods Picks Up

•   WSJ: Are Power Companies Playing Texas Hold’em?

•   WSJ: Companies Cutting Office Space Predict Long-Term Savings

•   WSJ: Americans Can Travel to Europe Again. Here’s How to Get Around.

•   NYT: Israeli Vote on Citizenship Becomes Test for New Government

•   NYT: Tesla Says Autopilot Makes Its Cars Safer. Crash Victims Say It Kills.

•   WP: In ramp-up to 2022 midterms, Republican candidates center pitches on Trump’s false election claims

•   WP: As coronavirus probe deepens, Brazil’s Bolsonaro increasingly threatened by a corruption scandal

•   WP: Surging global food prices put staple meals out of reach, from Nigerian jollof rice to Russian pasta and Argentine steak

•   WP: Dozens of coronavirus patients die in Indonesian hospital amid oxygen shortages

•   WP: Hackers demand $70 million to unlock businesses hit by sprawling ransomware attack

•   FT: Johnson to end almost all Covid restrictions in England on July 19

•   FT: What the lifting of Covid restrictions means for the workplace

•   FT: Pfizer vaccine less effective against Delta variant, Israeli study finds

•   FT: EU to develop investment initiative to counter Chinese influence

•   FT: ‘She’s a bit stuck’: Marine Le Pen looks for momentum after election flop

•   FT: What happens if Chinese household wealth is unleashed on the world?

•   FT: Chinese listings in US flop despite fundraising frenzy

•   FT: Inflows into equity funds smash records

•   FT: Corporate travel rebound signals first signs of recovery in decimated sector

•   FT: Volvo, Daimler and Traton plan European electric charging network

•   FT: The seafarers left stranded by the pandemic

•   FT: Apple wins privacy battle in China

•   FT: Electric hypercar group Rimac to take control of VW’s Bugatti

•   FT: ‘Clean hydrogen’ fund wins backing from Ineos

•   FT: Alpine nimbyism freezes Swiss green energy dreams

•   FT: Wallenberg warns against using Covid as excuse for protectionism

•   Bloomberg: China Defaults Threaten an Eerily Calm $12 Trillion Bond Market

•   Bloomberg: A Look at the Inner Workings of Bloomberg’s China Credit Tracker

•   Bloomberg: China Confirms Discussions on Video Summit With France, Germany

•   Bloomberg: Merkel, Macron Urge China to Allow More Flights to Help Ties

•   Bloomberg: China Officials Detail Plans to Bolster Hong Kong Security Laws

•   Bloomberg: An MMT Economist Explains Why China Should Boost Fiscal Spending

•   Bloomberg: Oil and Dollars: Why the UAE Is Risking a Falling-Out With OPEC+

•   Bloomberg: Global Food Prices May Ease Next Year After Recent Surge

•   Bloomberg: Scotland Tops Europe’s Covid Hotspots as Delta Infections Surge

•   Bloomberg: France Inc. Urges Macron to Delay Contentious Pension Reform

•   Bloomberg: Tehran Says It’s Ready to Pump More Oil Rapidly: Iran Snapshot

•   Bloomberg: Iran’s Nuclear Power Plant Back Online in Boost to Strained Grid

•   Bloomberg: Asia’s Highest Default Risk Spotlights Sri Lanka Debt Concerns

•   Bloomberg: Thai Prime Minister Self Isolates After Covid Exposure at Phuket Reopening

•   Bloomberg: Pandemic Pushes Millions of Small Thai Businesses Into Crisis

•   Bloomberg: Saudi Arabia Plans $147 Billion Expansion for Transport Sector

•   Bloomberg: Saudi Arabia’s Free Zone Tariff Exclusions Signal Widening Rift

•   Bloomberg: Youngest Nikkei 225 CEO Seeks to ‘Simplify Hiring’ in Covid Era

•   Bloomberg: Why Is China Cracking Down on Ride-Hailing Giant Didi?

•   Bloomberg: Didi Shows All Chinese Tech Giants Must First Answer to Beijing

•   Bloomberg: Airlines to Be Charged More for Polluting in EU Green Push

•   Bloomberg: Merkel’s Would-Be Heir Faces Lawsuit Over State Climate Policies

•   Bloomberg: Solar Power Is Dirt-Cheap and About to Get Even More Powerful

•   Reuters: Germany worried about COVID-19 vaccination 'no shows'

•   Reuters: Spain's COVID-19 cases jump as youth infection surges

•   Reuters: German car production forecast slashed as supply-chain woes persist

•   Reuters: As COVID-19 cases abate, Taiwan eyes easing restrictions

•   Reuters: Next 2 days "critical" in Sydney's struggle to quell Delta COVID outbreak

•   Reuters: Japan's digital yen plan to become clearer late 2022, says ruling party official

•   Reuters: EXCLUSIVE S.Korea in talks with mRNA vaccine makers to make up to 1 bln doses -govt official

•   Reuters: Sinopec starts building carbon-capture project in east China

•   AP: EXPLAINER: Why China is investigating tech firms like Didi

•   CNBC: ‘Day of reckoning’ is coming for high-flying tech stocks, Wells Fargo warns

•   CNBC: Wages are rising and that’s going to have to continue to get people back

•   Fox Business: Keystone XL pipeline owner seeks $15B in damages after Biden decision to block permit

•   Fox Business: Biden's tax plan would cost richest Americans an extra $1.5M next year, analysis finds

•   Fox Business: More jobless Americans are suing states for ending federal unemployment benefits early

•   SCMP: Now for the big Covid-19 test: how well do vaccines work in the real world?

•   SCMP: Coronavirus: China’s cities are in a race for herd immunity – but what does that mean?

•   Global Times: ByteDance denies report of selling AI technology

•   Global Times: China-Myanmar border city imposes lockdown again after being hit by COVID-19 the 4th time

•   Global Times: China’s infrastructure plan in Tibet to benefit regional economy beyond border

•   Global Times: Xinjiang official slams US ban on solar firms as plot to help its firms, contain China

•   Caixin: China Outspends U.S. in Southeast Asia Investment Blitz

•   Nikkei Asia: Japan to extend COVID restrictions for 30m people until after Olympics

•   Nikkei Asia: Japan Inc recovers appetite for foreign acquisitions

•   Nikkei Asia: Japan-South Korea storm clouds Moon's decision on Olympic visit

•   Nikkei Asia: BlackRock to launch green infrastructure fund in Asia

•   Nikkei Asia: Japan's No. 2 raises possibility of joining US in defending Taiwan

•   Mainichi: Bank of Japan lowers assessments of 2 regions as recovery from pandemic slows

•   Japan Times: Chip shortages starting to affect Japan's electronics sector

•   Economic Times: Indian households to face more stress in FY22 with increasing debt: SBI Research

•   Equipment Journal: Caterpillar’s next gen platform expands to three more mini excavators

•   Industrial Vehicle Technology: Toyota’s updates hydrostatic forklift range

•   DIGITIMES: China new energy car sales in May hike on year, says CAAM

•   DIGITIMES: Vietnam electronics exports remain strong

•   Robotics & Automation News: The Benefits of Cobots in Industrial Production

•   매경(P1): 논란 많던 대우건설, 결국 중흥이 품는다

•   매경: 10조 대우 산 9조 중흥…자금 여력은 충분하나 지배구조는 숙제

•   매경(P1): 대박날 줄 알았는데…코인 투자 3명중 1명 "20% 넘게 손실"

•   매경: 여야, 33조 2차 추경 23일까지 처리 합의

•   매경: 유럽서만 매년 1조원 낼판…글로벌 탄소세 '모락모락'

•   매경: [단독] 삼성전자 SK하이닉스 이어 현대차까지…디지털세 대상되나

•   매경: 전세금 내주려 집주인들 다섯달동안 2조5천억 빌렸다

•   매경: 삼성디스플레이 노사, 임금협상 최종합의

•   매경: 삼성 가전, 한화 태양광과 손잡고 美·유럽 가정용 에너지 시장 공략

•   매경: "바쁠 때 커피·샌드위치 배달"…네이버 제 2사옥 로봇 100대 누빈다

•   매경: 어쩌다 이 지경이…평균이 10억 서울 6억이하 아파트가 사라진다

•   매경: 'ESG경영 고수' 슈나이더, 22일 비법을 공개합니다

•   한경(P1): [단독] 현대차, 디지털트윈으로 자동차 만든다

•   한경: "디지털트윈은 데이터가 생명…화려한 이미지에 공들이지 마라"

•   한경: 공장 가동·재해·국가운영까지 미리 본다…'디지털 실험실' 급속 확산

•   한경: '디지털트윈', 가상모델·현실 쌍방향 연동…최적화된 작업·경로 도출

•   한경(P1): 노형욱 "집값 안정 안되면 재건축 규제 못푼다"

•   한경(P1): 라임·옵티머스 부실 사태…"금감원 감독소홀 책임 크다"

•   한경: 어? 强달러에도 주가 오르네…상식 깬 '증시 변이' 속출

•   한경: '빚투·영끌' MZ세대…코로나 이후 빚 55兆 폭증

•   한경: 경매시장 '불장'…낙찰가율 역대급

•   한경: 해외수주 기업에 금융·백신 전폭 지원

※   정부, 긴급출장땐 1개월 내 접종

※   기재부: [보도참고] 해외수주 활력제고 및 고도화 방안 주요내용

•   한경: 대출 갈아타기 플랫폼에…은행, 폭발 직전

•   한경: 삼성전자, 상반기 성과급 지급…'호실적' 메모리·가전에 더 준다

•   한경: "증시에 과도한 불안감 갖지 마라…車·건설·플랫폼株 유망"

•   한경: 완성차 - 배터리업체, 합작사 설립 '붐'

•   서경(P1): 車·조선 회복세 발목 잡는 노조···한국GM 쟁의가결·현대重 전면파업

•   서경(P1): [단독] 노바백스 CEO "부스터샷 필요할 것···청소년 임상도 진행 중"

•   서경: [단독] "SK 손잡고 백신 불균형 해소"···노바백스, 집단면역 영향력 주목

•   서경: 코로나 장기화에···車·귀금속 가게 열고 술집 문 닫았다

•   서경: 기름값 고공행진에도···유류세 인하 요지부동

•   서경: 삼성 이어 SK '급식 문제' 조사 나선 공정위

•   서경: 현대차그룹, 차량용 반도체 숨통...기아, 연초 대비 공급 90% 회복

•   서경: SKT "20배 빠른 5G가 옵니다"

•   서경: "호황 2~3년 지속"···건설株 하반기에도 힘받나

•   서경: '따상' 시대 저무나···IPO 대어 공모가에 경고음 커져

•   조선(P1): 4만명 줄선다던 노점상 지원금, 겨우 600명 신청

•   조선(P1): 포스코 탄소제로, 30년 번 돈 쏟아부어야 가능

•   조선: 삼성전자조차 로드맵 못 만들어… ‘脫탄소 과속’에 기업들 난감

•   탄소중립위원 97명 중 산업계 인사는 10명뿐

•   中企 “탈원전發 전기료 인상땐 바로 적자”

•   조선: 윤석열 “원전수사때 압력받아 검찰총장 그만둬”

•   조선: 수도권 거리두기, 5인이상 금지 유지할 듯

•   조선: 부동산 정책발표 뉴스 2배 늘었지만… 집값은 ‘쑥쑥’

•   조선: 연기금, 상반기 코스피서 19조 팔아

•   조선비즈: 희비 엇갈리는 불개미… 레버리지 웃는데 곱버스 어쩌나

•   조선비즈: 정부 “5G 논란에 LTE 가입자 늘었다? 통계기준 변경 탓… 오히려 줄어”

•   조선비즈: 임혜숙 “탈원전 불가피, 세계적 기술 수출하면 된다… R&D 적극 지원할 것”

•   조선비즈: SK하이닉스, 日 키옥시아 4조 투자해 1.8조 수익 눈앞

•   조선비즈: 강(强)달러 언제까지?…”'美 Fed 테이퍼링·델타 변이'에 달렸다”

•   조선비즈: 애플과 손잡은 TSMC, 3나노칩 테스트 한창…한발 늦은 삼성은 ‘신기술’에 사활

•   중앙(P1): 작위적 80%가 부른 끝없는 지원금 불만

•   중앙: 정은경 “국내 델타변이 416명, 비수도권도 확산 가능성”

•   중앙: “AZ 불안에 접종 미룬 고령층 166만명 놔둘건가”

•   중앙: [View & Review] 올해 17조원 내다판 외국인…셀코리아? 셀반도체!

•   중앙: 테슬라에 등돌린 서학개미, 메타버스로 몰려갔다

•   동아(P1): 4000만원짜리 SUV에도 지갑 척척… “소유보다 경험” 김대리는 新노마드

•   동아: ‘LG폰 빈자리’ 노리는 삼성-애플, 북미서도 맞붙는다

•   동아: CJ대한통운, 물류작업에 ‘블록체인’ 첫 적용

•   문화(P1): “中企 40%, 정부지원으로 근근이 버텨”

•   문화: 폐기물서 금맥 캐는 기업들… 재활용 기술 각축전

•   문화: 전경련 “올 여름휴가 키워드는 방역과 분산”

•   한국(P1): [단독] 文 임기 내 '전작권 2단계 검증'조차 불발될 듯… 美 반대 영향

•   한국: 너무 오른 집값에 부담… "수도권 아파트 구입 역대 가장 어렵다"

•   한국: 24조 넘어선 '빚투'... 증권가 "주식 오를 만큼 올라, 주의해야"

•   한국: 점점 판 커지는 OLED TV…LCD TV만 만들던 삼성도 따라갈까

•   한국: 로이터 "韓정부, mRNA 백신 10억 회분 국내 생산 협의 중"... 복지부는 부인

•   국민(P1): 33조 쏟은 일자리 사업, 3개 중 1개는 ‘낙제점’

•   국민(P1): 집었다 놓은 ‘금파’… 농축수산물 물가 30년 來 최고

•   국민: “수도권 유행, 타지역 번질 수도”… 휴가철 앞두고 비수도권 긴장

•   국민: 노조 파업·대우조선 M&A 연장·후판가 인상… 현대重 삼중고

•   서울(P1): 정부, ‘등록 임대사업자 폐지’ 원점 재검토

•   세계(P1): [단독] 김정은, 탈북민 사살령… 코로나 ‘공포 정치’

•   세계(P1): 공무원 2만5852명 특혜가 된 세종 특공…평균 5억 차익

※   경실련: [기자회견] 세종시 특공 특혜규모 분석발표 기자회견

•   세계: “美, 北 ICBM 요격 미사일 실전배치 검토”

•   세계: “mRNA백신 심근염 부작용, 대부분 1∼2주 내 치유” [코로나 예방접종 안전 Q&A]

•   한겨레: “돈 안 쓰는데, 또 대출” 지난해 역대 처음 일어난 일…경제에 ‘짐’ 될까

•   한겨레: 하나금융연 “빚내서 집사는 금융정책에서 탈피해야”

•   경향(P1): [단독]해외발 변이 쏟아지는데···PCR 검사 전 버스·지하철타도 괜찮다는 정부

•   머니투데이(P1): 민노총 주말 집회도 비판…'MZ세대' 노조는 달랐다

•   머니투데이: 문승욱 산업장관 "이차전지·반도체 육성 위한 특별법 만든다"

•   머니투데이: LG전자, 2분기 연속 '영업익 1조' 정조준...창사 이래 최초

•   헤럴드경제(P1): 공시가 1억미만 ‘틈새’ 아파트…전국이 갭투자 열풍 휩싸였다

•   헤럴드경제: 상장사 ‘성장성’ vs 주주 ‘지분 희석’...도마위 오른 물적분할

•   헤럴드경제: 물적분할 후 주가 수익률 따져보니...단기 ‘악재’ 장기 ‘우상향’

•   헤럴드경제: ‘코리아 디스카운트’ 지주사 할인…“일률적 할인은 불합리...재평가해야”

•   파이낸셜뉴스(P1): 마트·온라인서 쓴돈 카드 캐시백 받는다

•   파이낸셜뉴스(P1): 상장사 2분기 영업익 50조'역대급'

•   파이낸셜뉴스: 소형원전 시장 진입 늦은 한국, 과감한 투자로 기술확보해야 [에너지대전환 '리셋' 탈원전]

•   파이낸셜뉴스: 내수 부진에도…보조금 날개 단 전기車·트럭 판매 불티

•   파이낸셜뉴스: 기체수소 VS. 부피 800배↓액화수소…수소 저장·유통 경쟁

•   디지털타임스(P1): "속았다" vs "증거는"...5G 재판 결과 촉각

•   디지털타임스: 노트북·태블릿에도 적용… "올레드 축제"

•   이데일리: ‘1만800원vs8720원’…文정부 마지막 최저임금, 오늘부터 정면승부

•   연합: 오늘도 700명 안팎…내일 오전 '수도권 거리두기' 확정

•   연합: 상반기 증권사 리포트 가장 많이 나온 종목은?

•   연합: 대신증권 "한은, 연내 기준금리 2회 인상 전망"

•   뉴스1: [단독]韓美가 제지나선 '매그나칩' 매각…中정부는 승인

•   더구루: '두산 파트너' 세레스, 그린수소 생산비용 확 낮춘다

•   에너지경제: "청정수소만 발전량 구매의무화 도입은 신중해야"

•   에너지경제: 발전차액 지원받은 태양광 사업자 REC 발급 형평성 논란…"지원 특혜" vs "경쟁 촉진"

•   에너지경제: 환경단체 "산림바이오매스 REC 발급 중단하라"

•   전자신문(P1): 삼성 5나노 파운드리, 국내 팹리스 '진입로' 열렸다

•   로봇신문: "중국 건축 로봇 군단이 몰려온다"

•   로봇신문: 뉴로메카-고피자, 피자 조리 로봇 자동화 시스템 개발 MOU 체결

[Opinions]

•   Project Syndicate(Nancy Qian): The Economic Fundamentals of Chinese Communism’s Successes and Failures

•   Project Syndicate(Andrés Velasco): The Perils of Paradigm Economics

•   Project Syndicate(Mari Pangestu): Making Trade Work for Everyone

•   Project Syndicate(Ludovic Subran): How to Use Europe’s Excess Savings

•   FT(Editorial Board): Chile’s green lessons for emerging markets

•   FT(Editorial Board): G20 must rise to the challenge of global crises

•   FT(Ruchir Sharma): This is as good as it gets for the US economy

•   FT(Leo Lewis): We should not mourn the passing of Pepper the robot

•   FT(Sebastian Payne): UK politics return to normal with Tory by-election loss

•   FT(Gu Bin): China’s Belt and Road Initiative should stop financing new coal power

•   WSJ(Editorial Board): Lina Khan’s Power Grab at the FTC

•   WSJ(Elaine Luria): Does the Pentagon Take China Seriously?

•   WSJ(Robert D. Atkinson): Antitrust Can Hurt U.S. Competitiveness

•   WSJ(Bret Swanson): Big Tech and Big Finance Breed Hubris

•   WSJ(Tim Congdon): The Fed Is Underestimating the Risk of Inflation

•   NYT(Gail Collins, Bret Stephens): Trump Is Gone, Sort of. The Fireworks Are Still Going Off.

•   WP(Eugene Robinson): Climate scientists warned us. When will we listen?

•   Bloomberg(Editorial Board): Israel’s New Government Shouldn’t Give Up on Peace

•   Bloomberg(Noah Smith): U.S. Cities Are at a Crossroads

•   Bloomberg(Andreas Kluth): The European Union Should Be Able to Kick Out Hungary

•   한경(정종태): 한전, 차라리 상장폐지 하라

•   중앙(강주안): "비만 오면 태양광 산사태 걱정 잠 못 자" "주민 생떼에 암 걸려"

•   문화(박상욱): 어업인 시위까지 부른 ‘신재생 가속’

•   서울(사설): ‘탄소중립’ 절박성 보여준 일본 산사태와 북미 폭염