Business Intelligence Monitor 210707

(Introduction)

[Markets]

•   Global: Stocks mostly follow crude, yields lower; tech shakes it off

•   US: Didi Shares Plunge as China’s Probes of U.S.-Listed Firms Jolt Investors

•   US: US government bonds rally as traders cut bets on tighter Fed policy

•   India: Indian Bonds Slide as RBI’s Choice of Purchase Papers Disappoint

•   Metals: Copper slips from three-week high as dollar strengthens

•   Grains: Corn futures slide by daily limit as U.S. crop weather improves

•   한국: 코스피 7일만에 사상 최고치 경신

•   한국: 실적 잘 나올까···외인·기관, 한달만에 '삼성전자 쌍끌이’

•   한국: 조정없이 오르는 코스피···'공포지수' 2년來 최저치

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

[Indicators]

•   US Jun. Services PMI(ISM): U.S. Service Industries Expand at Slower Pace Than Expected

•   Eurozone May Retail sales: Euro zone retail sales rebound more than expected in May

•   Germany May Factory orders: German industrial orders fall unexpectedly in May

•   Germany Jul. ZEW economic sentiment: Confidence in Germany’s Recovery Slips Amid New Virus Hurdles

•   UK Jun. Construction PMI: UK construction activity grows at fastest rate since 1997 - PMI

•   Japan May Household speding: Japan Households Cut Spending From April Level Amid Restrictions

•   India Q2 Housing sales: Housing sales down 76 per cent in Apr-Jun in 8 cities over previous quarter: PropTiger

•   India Jun. GST collections: GST collection for June falls to Rs 92,849 crore

•   한국 3분기 소매유통업 경기전망지수: 소매유통 체감경기 전망… 3분기에도 기준치 상회

[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: Delta Covid-19 Variant Gains Ground Among the Unvaccinated

•   WSJ: China Targets Firms Listed Overseas After Launching Didi Probe

•   WSJ: Pentagon Scraps JEDI in Win for Amazon at Microsoft’s Expense

•   WSJ: In Afghan Peace Talks, the Taliban Gain Legitimacy While Pursuing War

•   WSJ: Investors Brace for More Volatility After an Unusually Quiet June

•   WSJ: Bitcoin Draws More Scrutiny From Regulators Worried About Fraud

•   WSJ: Market for Bonds Meant to Keep World Cool Heats Up

•   WSJ: OPEC+ Should Let Go a Little to Regain Control of Oil Market

•   WSJ: Outlook for U.S. Grains Market Grows Tighter

•   WSJ: Cash Is Good for Green Energy but a Grid Authority Is Better

•   WSJ: Big Tech Threatens to Unfriend Hong Kong

•   WSJ: Hong Kong Tries to Ease Big Tech’s Concerns Over Data Law

•   WSJ: Oil Companies Ordered to Help Cover a $7.2 Billion Cleanup Bill

•   WSJ: Toyota’s Chip Supply Helps It Beat GM for the First Time

•   WSJ: From Amazon to Starbucks, What Workers Got Paid in the Pandemic

•   WSJ: Storing Carbon Holds Growing Appeal for Brazil’s Farmers

•   WSJ: JPMorgan, Goldman Call Time on Work-From-Home. Their Rivals Are Ready to Pounce.

•   WSJ: The Pizza Delivery Guy Will Be a Robot at Many Campuses This Fall

•   NYT: Biden to Make Renewed Push to Reach the Unvaccinated

※   White House: Remarks by President Biden on the COVID-19 Response and the Vaccination Program | The White House

•   NYT: U.S. Gas Prices Expected to Rise by Up to 20 Cents a Gallon by August

•   NYT: Behind the Clash at OPEC: Growing Competition in the Gulf

•   NYT: Taliban Try to Polish Their Image as They Push for Victory

•   NYT: France Drops Plans to Enshrine Climate Fight in Constitution

•   NYT: For China’s Business Elites, Staying Out of Politics Is No Longer an Option

•   NYT: Up to 1,500 businesses could be affected by a cyberattack carried out by a Russian group.

•   WP: Trump voters in Ohio benefited from the stimulus, but also blame it for inflation

•   WP: Another intense heat wave to roast Western U.S., southwest Canada

•   FT: US piles pressure on EU to drop digital tax plan

•   FT: Legal wrangle raises hurdles to EU implementation of global tax deal

•   FT: Greens argue case for reforming Germany’s strict fiscal rules

•   FT: EU carbon border tax will raise nearly €10bn annually

•   FT: Macron looks at relaunch of pension reform plans

•   FT: UK Covid cases may soar to 100,000 a day, Sajid Javid warns

•   FT: England’s experiment in countering fast-rising infections with jabs

•   FT: Business warns of England work chaos from delay to ending self-isolation

•   FT: Funding transition to net zero could cost UK less than pandemic, OBR says

•   FT: Yellen turns the screws to kill EU digital tax

•   FT: India third wave anxiety mounts as Maharashtra reimposes restrictions

•   FT: Asian disparities reflect difference in quality of Covid vaccines

•   FT: South African police push back on Zuma arrest

•   FT: US bond funds rake in more cash despite inflation fears

•   FT: Why is Opec+ in turmoil when oil prices are elevated?

•   FT: Binance ‘temporarily suspends’ payments from EU’s Sepa network

•   FT: A $140bn asset sale: the investors cashing in on Big Oil’s push to net zero

•   FT: Investment industry at ‘tipping point’ as $43tn in funds commit to net zero

•   FT: Didi probe heightens regulatory risks for Chinese IPOs in US

•   FT: Jaguar Land Rover halves sales expectations as chip shortage bites

•   Bloomberg: Biden Team Spoke to Saudis, UAE About OPEC Talks, Oil Prices

•   Bloomberg: Biden’s Asia Czar Says the U.S.’s Standing in Asia Has ‘Slipped’

•   Bloomberg: Soaring U.S. Rents Are the Sticky Inflation With Staying Power

•   Bloomberg: ECB Officials Zero In on Final Compromises of Policy Overhaul

•   Bloomberg: Self-Isolation Rules Ease as U.K. Faces 100,000 Cases a Day

•   Bloomberg: China’s Xi Touts Party’s Common Ground With Foreign Nations

•   Bloomberg: Hong Kong Eyes Singapore’s New Covid Strategy Ahead of Bubble

•   Bloomberg: Easy Rate Policy Spurs Inequality, Ex-India Central Banker Says

•   Bloomberg: Brazil’s Bond Tax Overhaul to Create Policy Clash for Government

•   Bloomberg: Indonesia Has Another Deadliest Day Amid Oxygen Shortfall

•   Bloomberg: Japan Expected to Deliver at Least $180 Billion in New Stimulus

•   Bloomberg: Factory Sleepovers Help Guard Vietnam’s Workers From Virus Outbreaks

•   Bloomberg: J&J, Covax May See Africa, Caribbean Meet 60% Vaccine Target

•   Bloomberg: African Union Tells Members It Has 15 Million Vaccines From U.S.

•   Bloomberg: Foreigners Go Deep Into China With Record Local Debt Binge

•   Bloomberg: Record Everything in U.S. Stock Market, Including Retail Froth

•   Bloomberg: Credit Markets May Not Be So Forgiving Post-Pandemic

•   Bloomberg: U.S. Fuel Use Seen at Post-Virus High in Run-Up to Holiday

•   Bloomberg: Here’s How Citi to RBC See Oil Outlook After OPEC+ Talks Fail

•   Bloomberg: Saudis Raise Oil Prices After OPEC+ Fails to Add Supply

•   Bloomberg: Chip Crisis Deepens With Daimler, Jaguar Warning of Lost Sales

•   Bloomberg: U.K. Dodges Brexit Auto Disaster as Vauxhall Plant Goes Electric

•   Bloomberg: BOJ Seen Paying Banks to Lend in Battle Against Climate Change

•   Bloomberg: China Puts Most Powerful Agency in Charge of Climate Policies

•   Bloomberg: How Not to Freak Out About a Carbon Tax

•   Bloomberg: Private Equity Is Ditching Fossil Fuels Over Climate Change Concerns

•   Bloomberg: Every Roof in Japan Could Have Solar Panels in the Future

•   Reuters: Biden to host summit of Quad countries this year - White House

•   Reuters: China, U.S. can coexist in peace but challenge is enormous - White House

•   Reuters: EU launches green bond framework to help it meet climate goals

•   Reuters: Explainer: EU throws weight behind new standard for green bonds

※   European Commission: Commission puts forward new strategy to make the EU's financial system more sustainable and proposes new European Green Bond Standard

•   Reuters: COVAX says it's negotiating with new vaccine suppliers

•   Reuters: EU says it plans more COVID-19 vaccine donations as world faces two-track pandemic

•   Reuters: EU drafts plan to grow 'carbon sinks' in climate change fight

•   Reuters: UK economy recovering quickly, long-term damage unclear-OBR

•   Reuters: After COVID, UK government will focus on jobs, investment and innovation - PM Johnson

•   Reuters: EU urges UK to accept Swiss-style deal to end agri-food standoff

•   Reuters: Iran says Saudi talks progress but time needed to resolve disputes

•   Reuters: Iran begins process of making enriched uranium metal; U.S., E3 dismayed

•   Reuters: Vietnam tightens movement curbs in economic hub to contain virus

•   Reuters: Japan deputy PM comment on defending Taiwan if invaded angers China

•   Reuters: China's Xi takes dig at U.S. in speech to political parties around world

•   Reuters: India's Modi phones Dalai Lama on birthday, sign of friction with Beijing

•   Reuters: Rural India sinks deeper into debt as COVID-19 wipes out work

•   Reuters: Goldman says crude oil output path uncertain as OPEC+ talks cease

•   Reuters: Analysis: OPEC disagreement lays bare growing UAE-Saudi economic rivalry

•   CNN: How long can supply shortages continue?

•   CNN: Why Biden may want to take a page from Trump's OPEC playbook

•   CNBC: Dr. Scott Gottlieb says people who had Covid get ‘best of both worlds’ if they get vaccinated

•   CNBC: Will the post-Covid world include a 4-day workweek? As Kickstarter tests it out, some predict it will catch on

•   MarketWatch: Inclusion of these U.S. money managers means nearly half of all asset funds managed globally are linked to climate-change pledge

•   SCMP: China’s economic growth to cool at end of year, weighed down by slowing export demand as world recovers

•   SCMP: Economic thought of China’s Xi Jinping to be immortalised in newly established research centre

•   SCMP: US-China trade war hits third anniversary, with no sign of Joe Biden easing economic pressure

•   Nikkei Asia: Asia's new COVID waves

•   Nikkei Asia: Nissan to cover partners' costs even if their EV parts go unused

•   Nikkei Asia: Japan's COVID crunch spurs uptick in young job hoppers

•   Equipment Journal: Bobcat expands its R2-Series with versatile new E88 compact excavator

•   DIGITIMES: UMC enjoys another quarter of record revenue

•   DIGITIMES: Foxconn posts flat revenue growth in 2Q21

•   DIGITIMES: China to account for over 50% of global TV panel production capacity in 2021

•   Hannover Messe News: HANNOVER MESSE 2022 - focus on digitalization and decarbonization

•   Hannover Messe News: Stable growth for intralogistics

•   Dronelife: What the U.S. Infrastructure Bill Means for the Drone Industry

•   매경(P1): 정부, 60세 이상 '고용연장 꺼냈다…세금혜택줘 은퇴자 추가고용 유도

•   매경: 정년 65세 늘면 국민연금 소득 6% '쑥' 는다

•   매경: 전문가 "고용연장 꺼내려면 호봉제 폐지부터"

•   매경(P1): 청년 표심 달래려…與 가상화폐 과세 1년 유예 추진, 이재명계 대거 참여

•   매경: 코로나 충격에 중국에도 밀려…'출구' 없는 韓면세점

•   매경: "탄소국경세, 무역장벽 우려"…EU에 예외적용 촉구한 정부

•   매경: 은성수 "가계·기업 스스로 과잉부채 줄여야"

•   매경: '국가부채' 그 뒤에 숨겨진 사실

•   매경: [단독] 도요타 제쳤다…두산밥캣, 美 지게차 공급 1순위 협상자로

•   매경: 車반도체 공급난에…현대차 브라질공장 셧다운

•   매경: "52시간에 막혀 A급개발자도 일못할판…연구소 해외로 옮길수도"

•   매경: '성장정체' 삼천리, 수소발전서 새 금맥 캔다

•   매경: 가전 끌고 전장 밀고…LG전자 '20만 전자' 가나

•   매경: 10억 이상 자산가 절반 "美 증시보다 한국이 유망"

•   매경: "땅 뺏고 세금폭탄" 토지보상 반발…사전청약 임박 3기신도시

•   한경(P1): [단독] 신세계그룹, 이마트 본사건물 판다…정용진의 '승부수'

•   한경(P1): 서울교통공사 '2조 빚더미'…정부·市 땜질처방이 사태 키웠다

•   한경(P1): 해외여행 막히자 골프장으로 몰려갔다…평일에도 부킹 대란

•   한경: AI 등 첨단·국내 복귀 기업, 자유무역지역 입주 쉬워진다

•   한경: "신재생에너지 확대는 年 수백조원 낭비하는 일"

•   한경: [단독] '한국판 뉴딜'에 청년 끼운다…예산 10조+α 늘어날 듯

•   한경: 신기록 쓰는 코스피·코스닥…"3분기 더 간다"

•   서경(P1): 소방노조 출범·크레인 점거···夏鬪가 심상찮다

•   서경: 빗장 풀리자마자 勢 불리는 양대 노총···산업현장 폭풍전야

•   서경: 8년만에 타임오프제 논의···임금 받는 '勞 전임자' 늘어나나

•   서경: "동결""23% 인상" 최저임금 샅바싸움

•   서경(P1): 대선 다가오자···與, 3040 겨냥 '청약할당제'

•   서경(P1): 부동산세 강화·토지공개념3법···빅2, 무리수 선명성 경쟁

•   서경: 기본주택 실험에 '위헌' 택지소유제한까지···시장경제 뒤흔드나

•   서경: 부동산 정책 실험 나선 민주당

•   서경(P1): 전력예비율 '반토막', 탈원전 때문이었다

•   서경: 섣부른 신재생에 수요-공급 엇박자···피크마다 '전력대란' 우려

•   서경: 송전로마저 포화···신규 발전소 출력 제한 불가피

•   서경: 전경련 "韓 재생에너지 확대 한계, 원전은 필수"

※   전경련: WEF 에너지전환지수(ETI) 분석과 과제

•   서경: 빚 안낸다고 했는데...與 국민지원금 확대 요구에 꼬이는 정부 재정플랜

•   조선(P1): 하루 1100명, 4차 대유행 둑이 터졌다

•   조선: 조마조마했는데… 변·이·백·수가 코로나 확산 불붙였다

•   조선: 백신마저 부족… 20~50대는 10~20%만 접종

•   조선(P1): 美·中 ‘친환경 광물’ 확보전… 한국은 국가 전략도 없어

•   조선: 전기차·풍력에 필요한 광물 사재기… 리튬 119% 구리 57% 폭등

•   조선: MB 자원개발 적폐로 몰려… 한국은 뒷걸음질

•   조선: 전세계 전기차 10년간 1000만→1억4500만대 늘어야 한다는데, 될까?

•   조선: 윤석열 “원자력, 영화처럼 위험하지 않아”

•   조선: 기재부 “캐시백 업무 맡아달라”… 금융위 “그쪽이 알아서 해라”

•   조선: 與 정책마다 ‘퍼센트’로 갈라치기… 내부서도 불만

•   조선: 신재생에너지 발전 보조금 3조 육박… 文정부 출범 직전의 2배로

•   조선: 한국 조선 상반기 수주, 중국에 간발의 차로 2위

•   조선: 서울 중소형 아파트 매매가격도 사상 처음으로 평균 10억 넘었다

•   조선비즈: [단독] 바이오니아, RNA기반 코로나19 변이 대응 치료제 만든다

•   조선비즈: 원자력 10년 공부한 KAIST 박사들, 탈원전에 민간 기업·해외로 뿔뿔이

•   조선비즈: 삼성 가성비폰 ‘갤럭시S21 FE’ 생산 시작…9~10월 출격 전망

•   중앙: 이스라엘서 화이자 70만회분 빌려…수도권 택배·버스·택시기사부터 접종

※   질병관리청: 이스라엘과 백신 교환을 통해 화이자 백신 70만 회분 조기 공급

•   중앙: [단독]지원금 80% 선 긋고···골라내는데만 예산 42억 잡았다

•   동아: 홍장표의 KDI ‘文정부 4년 평가’ 콘퍼런스… 일자리-부동산 쏙 빼고 “코로나 대응 성공”

•   동아: 삼성SDI도 韓美배터리 동맹 합류… 3조원대 美공장 건설 추진

•   동아: “퀀텀닷, 대형 디스플레이 신성장 부를 것”

•   동아: 대우건설 매각절차 ‘잡음’… 중흥은 “연내 인수 완료”

•   동아: 한화종합화학, 수소 혼소 사업 박차… PSM-토마슨에너지 인수 완료

•   문화(P1): 강변북로·올림픽대로에 BTX … 광역버스, 쌩쌩 달린다

※   국토부: 광역철도 등 향후 5년간 광역교통 인프라 확충계획 마련

•   문화: 중동지역 부진에… 상반기 해외건설 수주액, 작년比 9% ↓

•   문화: 美 테이퍼링 임박… “저평가된 조선·은행株 주목하라”

•   한국(P1): 빠르게 늙어가는 대한민국… 2031년엔 국민 절반이 50대 이상

•   국민(P1): [단독] 백운규·검찰 ‘탈원전 비용 보장’ 놓고 충돌

•   국민: “탈원전 비용 보전” 주장했는데… 2018년 산업부 문건엔 ‘0원’

•   서울(P1): 법정 최고금리 年20%로 인하

•   서울: “부동산 최대 변수는 대선… 금리인상돼도 집값 쉽게 안 떨어져”

•   서울: “ESG 시대 발 맞추자”… 비상장사도 지속가능경영보고서 ‘바람’

•   세계(P1): 피치 '국가부채 경고'…한국 신용등급 유지할까?

※   기재부: 홍남기 부총리, 국제 신용평가사 피치와 면담

•   세계: 올 상반기 상장사 80곳 이름 바꿔… 이미지 제고·사업다각화 등 이유

※   예탁결제원: 2021년 상반기 80개사 상호변경 실시

•   세계: 미래 모빌리티 생태계 구축 넘어… 현대차그룹, 미래 도시도 그린다

•   한겨레(P1): [단독] 현대제철, 자회사 세워 사내하청 7천명 정규직 채용한다

•   경향: 진격의 무인점포… ‘비대면 경험’ 타고 전방위 확산

•   머니투데이(P1): [단독] '삼성전자에 갑질' 의혹 美브로드컴에 공정위 칼 뺐다

•   머니투데이: "청정수소 국제표준 같이 만들래?"…EU에 손내민 정부

•   머니투데이: 뜨거운 증시에 '빚투'도 최고치…24조원 넘었다

•   헤럴드경제(P1): 환경재단 “헌법 1조 3항 ‘기후위기 극복’ 넣자”

•   파이낸셜뉴스(P1): 무섭게 뛰는 기름값 화물차 기사의 눈물

•   파이낸셜뉴스: 유가상승에 산업계 들썩… 정유·조선 '방긋' 석화·항공 '울상' [유가의 반격]

•   파이낸셜뉴스: 대형 원전·소형 원자로… 다양한 포트폴리오로 수출 공략 [에너지대전환 '리셋' 탈원전]

•   아시아경제(P1): 2035년 내연기관車 아웃?…퇴출 놓고 격론 벌인 탄소중립위

•   아시아경제: 내연기관車 퇴출시, 부품사 3000곳 줄도산…"탄소중립 속도조절 필요"

•   아시아경제: 탄소중립위는 "세계적 흐름"…전문가는 "정책판단으로 속도 빨라" 비판

•   아시아경제: "빚내서 집사라는 정부, 소득 양극화 더 키웠다"

•   이데일리(P1): `제2의 아동수당 사태`로 향해 가는 80% 국민지원금

•   이데일리(P1): [어닝랠리 가나]역대급 어닝시즌 온다…먼저 달아오른 코스피

•   이데일리: `단기외채 늘어날라`…곧 은행 선물환 규제 다시 죈다

•   이데일리: 사상 최고 코스피 PER 12배…밸류에이션 매력 뿜뿜 종목은?

•   연합: 오늘 최소 1천200명 안팎 폭증 왜?…수도권 거리두기 강화될 듯

•   연합: 미 국무부, 적성국 제재정책 재검토 속 "대북제재 계속 이행"

•   연합: "탄소중립이 新무역장벽…기업 ESG 경영 촉진 인센티브 시급"

•   에너지경제: 남동발전-두산重, 국산 해상풍력발전기 확산 협력

•   에너지데일리: '분산에너지 활성화과 탄소중립 실현' 논의의 장 마련

•   전자신문(P1): 현대차, 구글과 결별...“독자 OS로 시장 주도”

•   전자신문(P1): 로보티즈 비전 기반 매니퓰레이터 실내자율주행로봇 상용화

•   전자신문: 코로나 이후 첫 글로벌 전시회 'CES 2022' 관심 집중…참가기업 모집 활발

•   전자신문: 정부, 대규모 태양광·해상풍력 REC 가중치 상향안 제시…태양광 업계 '시장 후퇴' 우려

[Opinions]

•   Project Syndicate(Daron Acemoglu): The Real Inflation Risk

•   Project Syndicate(Melvyn B. Krauss): Joe Biden’s Nixon Strategy

•   Project Syndicate(Mohamed A. El-Erian): Central Banking, Fast and Slow

•   Project Syndicate(Djoomart Otorbaev): If Afghanistan Falls

•   FT(Editorial Board): England’s hasty lifting of coronavirus rules

•   FT(Martin Wolf): Boris Johnson’s Brexit win was a Pyrrhic victory

•   FT(Janan Ganesh): America’s economic boom and civic bust

•   FT(Sarah O'Connor): The end of EU migration will reshape the UK economy

•   FT(Ben Hall): Inflation takes shine off booming central Europe

•   FT(June Yoon): Chip shortage to hit TV and smartphone OLED displays

•   FT(Helen Thomas): Climate change should already be in the company accounts

•   WSJ(Joe Lieberman): Biden Needs to Save the Infrastructure Bill

•   NYT(Paul Krugman): It’s Morning in Joe Biden’s America

•   NYT(Bret Stephens): China Won’t Bury Us, Either

•   WP(Editorial Board): Where did covid come from? We need to get serious about finding out.

•   WP(Max Boot): Republicans are preventing America from reaching Biden’s vaccination goal

•   WP(Marc A. Thiessen): If Biden wants to convince the vaccine hesitant, give Trump credit for the vaccines

•   WP(Leana S. Wen): It’s time for Biden to make the case for vaccine requirements

•   Bloomberg(Editorial Board): The U.S.’s Faltering Commitment to Liberal Trade

•   Bloomberg(John Authers): Oil's OPEC+ Disaster Rally Looks Like a Risky Bet

•   Bloomberg(Liam Denning): The Minuses of OPEC+ Are Exposed by the UAE

•   Bloomberg(Nir Kaissar): A Living Wage for All Is Not Only Right But Attainable

•   CNN(Arvind Krishna): IBM CEO: The biggest challenge holding back our economy right now

•   MarketWatch(Peter Morici): Half measures won’t do in the competition with China

•   Fox News(Liz Peek): Biden is no Reagan – here's the real reason the economy is recovering

•   Reuters(John Kemp): OPEC+ and the market management challenge

•   매경(사설): 산업계 인사가 10%뿐인 탄소중립위, 주객이 전도됐다

•   한경(강진규): '셀프칭찬' 무대 된 KDI 국제콘퍼런스

•   서경(사설): 재생에너지 활용 세계 최하위··· 탈원전 고집은 언제까지

•   조선(손진석): ‘저탄소’ 1등 스웨덴의 비결

•   디지털타임스(사설): 원전 없인 탄소중립 불가능한데 꿈쩍 않는 탈원전 망상