Business Intelligence Monitor 210708

(Introduction)

[Markets]

•   Global: U.S. stocks edge up after Fed minutes, bonds steady, dollar firm

•   Philippine: Philippine Peso Slumps to One-Year Low as Import Demand Surges

•   Oil: Oil falls in volatile trade as investors seek OPEC clarity

•   Metals: Copper rises as investors await Fed minutes

•   Grains: Soybean futures rebound on declining U.S. crop condition

•   한국: 코스피 3,280대 하락 마감…코스닥지수, 연고점 경신

•   한국: 삼성전자 깜짝실적에도 '비실'…기관 외국인 또 팔았다

•   한국: 두산그룹주 약세, 두산중공업 2%대 두산퓨얼셀 1%대 빠져

•   한국: 두산인프라코어·두산重 BW 워런트 급등

•   한국: 원·달러 환율 8.4원 급등해 1,138원···넉달만에 최고치

[Indicators]

•   US May Job openings: U.S. Job Openings Held at Record Level Headed Into Summer

•   US Weekly Mortgage applications: Mortgage applications sink to lowest level since before pandemic

•   Germany May Industrial production: German industrial output falls 0.3% in May

•   UK Jun. House prices: UK housebuilders confident booming market has room to run

•   China Jun. Foreign reserves: China’s Foreign Currency Reserves Drop First Time in 3 Months

•   China Jun. Crude imports: China’s Crude Imports Jumped Nearly 9% In June

•   Japan May GDP(JCER est.): Japan's GDP slips in May for second straight month: JCER

•   Russia Jun. CPI: Russian inflation accelerates to 6.5% y/y in June, above forecast

•   한국 1분기 엥겔지수: 코로나·치솟는 밥상물가에…엥겔지수, 21년 만에 최고

•   한국 5월 경상수지: 5월 경상수지 흑자 108억달러…1년 전의 5배로 급증

•   한국 상반기 FDI: 상반기 외국인직접투자 역대 2위

[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: Fed Debated How to Begin Pulling Back on Stimulus at June Meeting

※   Fed: Minutes of the Federal Open Market Committee, June 15-16, 2021

•   WSJ: Biden Builds on Trump’s Use of Investment Review Panel to Take on China

•   WSJ: Biden Pitches Child-Care, Education Plan as Democrats Debate Size

•   WSJ: Trump Sues Facebook, Twitter, Google to Restore Social-Media Accounts

•   WSJ: Ketchum, Idaho, Has Plenty of Available Jobs, but Workers Can’t Afford Housing

•   WSJ: Tropical Storm Elsa Makes Landfall in Florida on Path Up East Coast

•   WSJ: California Scrambles to Find Electricity This Summer as Blackout Risks Grow

•   WSJ: Hospitals Pressure Employees to Get Vaccinated as Covid-19 Variants Spread

•   WSJ: Behind OPEC Deadlock, U.A.E. Looks to Non-Oil Future

•   WSJ: Daily Covid-19 Deaths in Indonesia Nearly Double as Delta Variant Drives Surge

•   WSJ: Investors, Do You Want Your Debt Served Net or Gross?

•   WSJ: China’s STAR Market Regains Some Sparkle With Syngenta IPO

•   WSJ: Chinese EV Maker XPeng Makes Debut in Hong Kong

•   WSJ: Antitrust’s New Mission: Preserving Democracy, Not Efficiency

•   WSJ: Didi’s China Probe Adds to Business Challenges at Home and Abroad

•   WSJ: Higher Oil Prices Can Only Help Shell So Much

•   WSJ: SoftBank Backs Facial-Recognition Startup Despite Privacy Concerns

•   WSJ: Coal Shows Its Staying Power as Economies Bounce Back

•   WSJ: Travel Is Bouncing Back Strong, and Airlines Are Racing to Keep Up

•   WSJ: Faces Are the Next Target for Fraudsters

•   WSJ: Buzz Off, Bees. Pollination Robots Are Here.

•   NYT: Higher inflation is among the risks facing the economic recovery, the I.M.F. warns.

※   IMF: Urgent Action Needed to Address a Worsening ‘Two-Track’ Recovery

•   NYT: How the Assassination of Haiti's President Follows Years of Turmoil

•   NYT: As world leaders condemn the assassination in Haiti, Biden says he’s ‘shocked and saddened.’

•   NYT: Didi’s Regulatory Troubles Might Just Be Getting Started

•   WP: Pandemic deaths near 4 million worldwide amid delta variant surge

•   WP: Spread of delta variant raises stakes for vaccination

•   WP: From Wuhan to Paris to Milan, the search for ‘patient zero’

•   WP: Slow trickle of rental aid heightens concern about eviction crisis

•   WP: U.S. says humans will always be in control of AI weapons. But autonomous war is already here.

•   WP: Trump is long gone, but trade frictions remain for U.S. and Canada

•   WP: Taliban fighters push into key city in northern Afghanistan amid string of rapid advances nationwide

•   WP: Iceland’s trials of a four-day workweek show ‘groundbreaking evidence’ for work-time reduction

•   WP: Three months, 700 steps: Why it takes so long to produce a computer chip

•   FT: EU recovery boosted by fastest growth in decades, Brussels says

※   European Commission: Summer 2021 Economic Forecast: Reopening fuels recovery

•   FT: Pandemic leaves 22m people out of work in advanced economies, OECD finds

※   OECD: OECD Employment Outlook 2021

•   FT: ECB policymakers reach early agreement on strategic overhaul

※   ECB: Outcome of the ECB strategy review

•   FT: China takeover of UK silicon wafer plant to be reviewed over security

•   FT: Delta variant drives Spain’s Covid-19 rate to highest in mainland Europe

•   FT: Car chip shortage weighs on German economy

•   FT: Brussels plans new agency to fight money laundering

•   FT: Orban government not ‘reliable steward’ of EU funds, report says

•   FT: Europe’s carbon border tax is more evolution than revolution

•   FT: UK households face energy bills surcharge to fund nuclear plants

•   FT: Nervousness over new Covid wave stalls UK economic recovery

•   FT: Starmer warns of summer of Covid ‘chaos and confusion’ in England

•   FT: UK eases work restrictions for lorry drivers to address labour shortage

•   FT: Can a global tax deal survive political gridlock in the US?

•   FT: A blow to hopes of a trade policy for US workers

•   FT: UAE-Saudi brinkmanship threatens Opec unity as oil prices soar

•   FT: Australia enlists big business to accelerate vaccine rollout

•   FT: Turkey tries to cement role in Afghanistan

•   FT: Central bankers see limited role for crypto in reserve operations

•   FT: Green bonds soar past analysts’ lofty expectations

•   FT: China’s crackdown on US listings threatens $2tn market

•   FT: Jump in coffee bean prices set to filter through to your morning brew

•   FT: ‘It’s like Whack-a-Mole’: tractors and trucks chief bemoans supply shortages

•   Bloomberg: China Considers Closing Loophole Used by Tech Giants for U.S. IPOs

•   Bloomberg: China to Sell More Metals From Reserves to Ensure Stable Prices

•   Bloomberg: U.S. Considers Whether to Take Step Toward Tariffs on Vietnam

•   Bloomberg: Covid Origins Mirror SARS’s Genesis in Animals, Study Finds

•   Bloomberg: Biden Eyes Imprint on Fed Board as Decision on Powell Approaches

•   Bloomberg: Inflation Seen Rising in China, Other Big Asian Nations in 2022

•   Bloomberg: U.S. Sees Modest Oil Output Increase in 2021 Despite High Prices

•   Bloomberg: Not Even Carbon at 200 Euros Can Make Green Hydrogen Competitive

•   Bloomberg: Where Is Delta Spreading? U.S. Midwest, Rockies as Trump Country Rejects Vaccine

•   Bloomberg: Keep Powell in Top Fed Job, Former Vice Chair Blinder Says

•   Bloomberg: Kashkari Says Minneapolis Fed Requiring Employees Be Vaccinated

•   Bloomberg: U.S. Worker-Aid Plan Is Casualty as Trade Deal Fast-Track Ends

•   Bloomberg: GOP Senator Scoffs at Trump Auto-Tariff Report as Secrecy Ends

•   Bloomberg: U.K. Productivity Rises as Lockdowns Shut Bars and Restaurants

•   Bloomberg: China’s Premier Li Seeks Stable U.K. Ties, Vows to Open Economy

•   Bloomberg: European Powers Condemn Tehran’s Uranium Moves: Iran Snapshot

•   Bloomberg: Why China Keeps Sending Warplanes to Fly Near Taiwan: QuickTake

•   Bloomberg: Brazil Tax Reform Talks May See Lower Proposed Rate on Dividends

•   Bloomberg: Surging Death Toll Fails to Convince Vaccine-Wary South Africans

•   Bloomberg: Third Virus Wave in South African Industrial Hub May Have Peaked

•   Bloomberg: Aging China Relies on ‘Young Old’ to Take Care of Oldest Seniors

•   Bloomberg: Thailand’s Full Reopening in Doubt With 10-Fold Surge in Covid

•   Bloomberg: Covid Origins Mirror SARS’s Genesis in Animals, Study Finds

•   Bloomberg: Brazil Covid Probe Detains Ex-Official in Vaccine Scandal

•   Bloomberg: Taiwan Set to Ease Covid Controls Despite Threat From Delta

•   Bloomberg: Modi Revamps Cabinet to Repair Popularity Ahead of India Polls

•   Bloomberg: Singapore Inches Toward Reopening Divided By Vaccine Status

•   Bloomberg: Record Semiconductor Shipments Fuel Taiwan’s Export Growth

•   Bloomberg: Japan to Tie Green, Digital Investments to Government Cost Cuts

•   Bloomberg: Indonesia’s Budget Deficit to Stay Wide as Tax Reforms Held Back

•   Bloomberg: One Chart Shows Just How Extreme the Rally In U.S. Treasuries Is

•   Bloomberg: Asian Buyers Seek Full Saudi Oil Supply Despite Price Hike

•   Bloomberg: Saudi Aramco to Sell More Assets in Multi-Billion Dollar Push

•   Bloomberg: Huawei Takes Patents Brawl With Verizon to a Texas Courtroom

•   Bloomberg: Foxconn’s China EV Push Hits Snag With Byton Board Upheaval

•   Bloomberg: Investors With $4 Trillion Ask Banks to Raise Climate Ambitions

•   Bloomberg: Johnson Says U.K. May Need ‘Big Bet’ on Heat Pumps and Hydrogen

•   Bloomberg: Large-Scale U.S. Solar Growth to Top Wind for First Time in 2022

•   Bloomberg: U.K. Government to Help Fund Offshore Wind Component Factories

•   Bloomberg: Climate Change Juiced the Deadly Pacific Northwest Heatwave

•   Bloomberg: Bitcoin Miners Thwarted by Data Center Crunch Amid Profit Boom

•   Bloomberg: Where Can You Fly Right Now? Covid Zero Rethink Spurs Asian Travel

•   Reuters: Delta variant already dominant in U.S., CDC estimates show

•   Reuters: UK daily coronavirus cases surpass 30,000 for first time since January

•   Reuters: WHO says lifting lockdowns and low vaccination rates is 'toxic mixture'

•   Reuters: Developer says Russia's CoviVac COVID-19 vaccine effective against Delta variant

•   Reuters: Vaccines may curb new virus mutations; teens use soft drinks to fake positive COVID-19 tests

•   Reuters: Inflation, COVID-19 and debt top central bank worries -UBS survey

•   Reuters: Germany to donate all remaining AstraZeneca vaccines in Aug

•   Reuters: COVID Delta variant could ruin summer, French government warns

•   Reuters: UK housing boom may derail post-Brexit trade dreams

•   Reuters: Brazil's Bolsonaro says he may not accept 2022 election under current voting system

•   Reuters: China to boost steel scrap usage by 23% in next five years

•   Reuters: Dozens of U.S. states sue Google alleging antitrust violations

•   Reuters: Analysis: Biden kept a Trump-era border policy in place - that was a mistake, allies say

•   Reuters: Analysis: Myanmar turmoil deepens as clashes spread

•   Reuters: Analysis: Reflation rethink sends bond markets into a spin

•   Reuters: Analysis: U.S. IPO market a danger zone for Chinese firms after Beijing crackdown

•   CNBC: Biden readies order to rein in worker non-compete clauses, make switching jobs easier

•   CNBC: Biden’s plans to raise taxes on corporations and the wealthy are losing momentum

•   CNBC: U.S. announces millions in funding for projects focused on wave energy tech

•   CNBC: Covid cases surge while vaccines stagnate in Africa, as experts urge greater global contribution

•   CNBC: It’s unclear whether state cuts to unemployment got people back to work in June

•   CNBC: JPMorgan says India’s growth likely to be fueled by public investments and exports, not consumption

•   CNBC: How remote work changed the way companies think about where to keep offices

•   SCMP: China has ‘ample room’ to absorb global minimum tax, but still ‘prickly’ on issues of economic sovereignty

•   SCMP: China-Europe rail trade undamaged by Beijing-Brussels tensions, posts record traffic via Xinjiang

•   SCMP: China bans super skyscrapers, putting a ceiling over new buildings that exceed 500 metres, citing safety concerns

•   SCMP: China seeks common ground with Europe in Africa through infrastructure

•   Global Times: World scientists slam COVID-19 ‘lab-leak’ theory

•   Nikkei Asia: Sany challenges Komatsu's grip on Indonesian machinery market

•   Nikkei Asia: Norway's Yara looks to supply zero-CO2 'green ammonia' to Japan

•   Nikkei Asia: Egypt frees ship that blocked Suez Canal after 3-month hold

•   Nikkei Asia: Analysis: Xi becomes 'Mao' in Tiananmen visual effect

•   Japan Times: Government expects Japan's GDP to return to pre-pandemic level in 2021

•   Economic Times: Fitch cuts India growth forecast to 10% from 12.8% due to slower recovery, weaker banking sector outlook

•   reNews: EU Parliament releases new renewables funds

•   Construction Equipment: Nonresidential Continues to Struggle

•   DIGITIMES: TSMC under US pressure over expansion at China fab

•   DIGITIMES: Memory module makers to embrace strong 3Q21

•   DIGITIMES: Automotive PCB vendors set to scale up shipments in 2H21

•   DIGITIMES: China foundry completes fundraising for capacity expansion

•   DIGITIMES: Taiwan CCL makers look to high-end offerings for 2H21 growth

•   DIGITIMES: Global semiconductor sales continue growth, SIA says

•   Dronelife: The Factor Driving Greater Drone Adoption: A Conversation with SenseFly [DRONELIFE Exclusive]

•   매경(P1): '반도체 부활' 삼성전자 2분기 깜짝 실적

•   매경: 메모리는 훨훨 나는데…파운드리 투자 속도 못내는 삼성

•   매경: LG전자 2분기연속 영업익 1조 돌파 '신기록'

•   매경(P1): [단독] '2% 종부세' 반올림 논란…11.4억 기준이면 11억부터 날벼락

•   매경: 공포의 재산세 고지서…"앞자리수 바뀌어 한달치 월급낼판"

•   매경: "델타 변이, 내수 회복세까지 위협"

※   KDI: KDI 경제동향 2021. 7

•   매경: 확진자 폭증하는데 여행·외식 지원금 뿌리기…정책 '엇박자'

•   매경: 與의총서 "재난지원금 전국민 지급" 목소리 더 컸다

•   매경: 한국 스타트업 '52시간 족쇄'…美 실리콘밸리선 "그게 뭐죠?"

•   매경: "원전 수출 쉽지 않을 것"…탄소중립위원장의 악담

•   매경: 한전, 해상풍력 발전기설치 90일→10일 단축기술 개발

•   매경: 현대차그룹 "사용전력 100% 재생에너지로"

•   매경: 코스닥 연일 사상 최고…증권 고수 5인이 꼽은 하반기 유망 종목

•   매경: 뭘 참고해 투자하지?…코스닥 기업 절반은 분석 보고서가 없다

•   매경: 25주년 코스닥…시총 50배 넘게 성장

•   매경: [Science in Biz] 뜨거운 기술 패권 전쟁…'양자역학' 역량이 승패 가른다

•   매경: 지금이 몇 연도인가요?…보고서 '들여쓰기' 자로 재보는 과장님

•   한경(P1): 기업 40% "당분간 채용 늘릴 계획없다"

•   한경: 갤S21 약발 다했다…폴더블폰 조기 출격?

•   한경: 한국 실업률 낮지만…임시직 비중은 OECD 2위

•   한경: ESG펀드에 '뭉칫돈'…상반기만 9300억 유입

•   한경: "철강업계 탄소중립 68조 필요…국가 지원 절실"

•   한경: '선진국 진입' 한국, 내년 ODA 예산 4조원 넘어

•   한경: 상반기 7만대 생산 손실에도…현대차 노조, 파업 가결

•   한경: "수억원 물어낼 판"…회사 물려받은 2세 경영인의 호소

•   한경: "수백억 투자했는데 문 닫을 판"…골머리 앓는 중소기업들

•   한경: "지주사 저평가 수준, 10년 내 최고"

•   한경: 집값 하반기에도 오른다…식지않는 '서울 매수심리'

•   서경: 오락가락 당정···맞벌이 지원금 기준 상향·캐시백 SSM 허용

•   서경: ‘벼락거지될까봐···’ 올 늘어난 대출 절반은 MZ세대가 받았다

•   서경: 코로나 완치자, 장기 방어면역 10개월간 유지된다

•   서경: 델타 변이發 더블딥 신호?···증권가 "일시적"

•   조선(P1): 세계 태양광·풍력시장, 이미 중국이 장악

•   조선: 中, 세계 태양광시장 75% 풍력 56% 차지… 원전도 13기 건설중

•   조선: 시진핑은 속도조절, 2050년 아닌 2060년 탄소제로

•   조선(P1): 이틀째 1200명… 이대로면 3인 모임 금지

•   조선: 강남 덮친 ‘현대백화점 쇼크’ … 방문객 수만명이 검사 대상

•   조선: 섣부른 방역완화, 샴페인 너무 빨리 터트렸다

•   조선: 확진자 45%가 2030… 백신 공백에 접종률 낮고 무증상 많아

•   조선: 델타 변이 감염되면 콧물·기침 주로 나와… 미각·후각은 그대로

•   조선: 수도권 거리두기 4단계 시행땐… 행사 올스톱, 예배는 비대면… 사실상 통금 부활

•   조선: 7말8초 ‘수퍼 IPO 위크’… 大魚 삼총사 청약 전략은

•   조선: 서학개미 ‘상폐 주의보’… 작년 74개, 올해도 벌써 54개

•   조선: 근력지원 ‘스텝업’ 로봇, 근로자의 안전 지킨다

•   조선비즈: “코로나19 경증·무증상 감염도 장내 미생물에 큰 영향”

•   조선비즈: 한은 ‘디지털화폐’ 사업…5개 대기업, ‘블록체인’ 각축장 될 듯

•   중앙: 거리두기 완화 기다렸던 자영업자들 “알바까지 구했는데…”

•   중앙: [비즈니스 현장에 묻다] "건설업에 드리운 환경파괴 그림자 지우고 싶었다"

•   중앙: 일감 걱정 덜었는데…조선업계, 파업·자재난에 긴장

•   동아(P1): 농지 지분쪼개기 투기 막는다… ‘기획부동산’ 대출 사실상 금지

•   동아: ‘소주성’ 설계자 홍장표, ‘우파 기본소득’ 비판

•   동아: ‘빅블러’ 선두 나선 현대차그룹… AI-로봇-모빌리티가 이끈다

•   문화: 신규원전4기 가동땐 2024년 전력판매가 13% 내린다

•   문화: < Science >‘벌집 구조’ 차세대 열전발전기 개발… 항공·車 폐열 재활용 길 열었다

•   한국: KCC, SK, 금호까지…'대기업 저승사자' 자리 잡는 공정거래조사부

•   한국: S&P "한국, 내년 기준금리 1.25% 도달… 인플레는 일시적"

•   국민: “지하철 대신 자차 출근… 점심은 도시락” 자구책 찾는 시민들

•   국민: ‘한 지붕 두 경제’ 산업별 양극화가 스태그플레이션 우려 높여

•   국민: 긴축 공포, 재테크는… ELS·리츠·달러·금 그리고 현금

•   국민: 긴축 공포, 부동산은… 전문가들 “2030 실수요자는 사라”

•   국민: “주식투자 올해까지 괜찮다… 이젠 성장주보다 경기민감주”

•   서울: 상반기 지방재정 신속집행률 64%로 초과 달성

•   세계(P1): '文정부 실패' 거리 두더니… 與 잠룡들, 규제만 꺼내든 부동산공약

•   세계: 치료병상 충분할까?…전국 병상 가동률 60%

•   머니투데이(P1): [단독]현대제철, 협력업체 직원 7000명 직고용한 이유는?

•   머니투데이(P1): 與, 총리실 산하 반도체산업 총괄조직 신설...첨단산업특별법 추진

•   머니투데이: "한국판 뉴딜, 27조원 썼는데 성과 안 보여"...2탄은 다를까

•   머니투데이: "델타 못들어오게"…공장에서 자는 삼성·애플 베트남 직원들

•   머니투데이: [단독]하반기 토지보상금만 26조, 역대급 토지보상이 온다

•   더벨: 두산로보틱스 대표이사 7개월 만에 교체 배경은

•   헤럴드경제(P1): 윤후덕 “내년까지 두차례 금리인상 필요”

•   헤럴드경제: “경기 회복 불균등, 리스크도 잠재...기업들 ‘탄소중립’ 대비를” [제7회 ‘미래리더스포럼’]

•   헤럴드경제: 중앙은행들 인플레 대비 ‘金 베팅’ 중...한은은 8년째 ‘유지’만

•   헤럴드경제: 신속·정교하게 부품조립 ‘척척’...비대면시대 ‘만능재주꾼’ [미래산업 플러스-국내 ‘로봇손’의 진화]

•   파이낸셜뉴스(P1): 저출산에… 돌봄시간 늘리고 거주비자 확대 [저출산·고령화 대책]

※   기재부: 제40차 비상경제 중앙대책본부 회의 겸 제12차 한국판 뉴딜 관계장관회의 개최

•   파이낸셜뉴스: 국민연금기금 자산배분 개선… 60세 정년연장 검토 안해 [저출산·고령화 대책]

•   파이낸셜뉴스(P1): 인구지진 덮친 한국 이민자에 문 넓힌다 [제4회 서울인구심포지엄]

•   파이낸셜뉴스: 철근 수급 불안에 '분양 연기' 시행-시공사 '비용 줄다리기'

•   아시아경제: [단독]캐시백 '점입가경'…이마트는 안되는데 노브랜드는 된다

•   디지털타임스: 수익성 쑥쑥… 삼성SDI `차세대 배터리` 곧 내놓는다

•   이데일리(P1): [큰 장 선 M&A]상반기 20조 육박…1년 만에 3.5배 '급증'

•   이데일리: [큰 장 선 M&A]‘빅데이터가 미래 자산’…온라인 플랫폼 전성시대

•   연합: 이틀연속 1천200명 안팎…서울, 새 거리두기 4단계 근접

•   연합: [디지털 위안화] ② '물밑 시험' 밀착 관찰…이미 일상 깊숙이

•   데일리안: [대세는 SMR①] 주요국 SMR 상용화 '초읽기'…한국은 대체 뭐했나

•   에너지경제: [단독] 尹이 던진 폭탄에 與 대권주자 원전정책 입장 갈라질 조짐

•   에너지경제: "2주간 노력이 3년 수익 좌우"…태양광 업계, REC 가중치 개편안 변경 총력전

•   에너지데일리: “미국 에너지저장 시장 급성장… 배터리 가격, 가스발전 위협하고 있다”

•   전자신문(P1): 소부장·탄소중립 핵심 '나노기술' 미래를 보다

•   전자신문: 전경련 "코로나19 영향으로 글로벌 기업 영업익 악화...韓 기업은 늘어"

※   전경련: 2021 포브스 글로벌 2000 리스트 분석

•   전자신문: 효성그룹, 수소 기술 국산화 속도

•   로봇신문: '2020 로봇산업 실태조사' 오는 9월까지 진행

[Opinions]

•   Project Syndicate(José Antonio Ocampo, Tommaso Faccio): How to Secure a Fairer Global Tax Deal

•   Project Syndicate(Joseph S. Nye, Jr.): What Did Biden Achieve in Geneva?

•   FT(Editorial Board): Didi listing provides a cautionary tale

•   FT(Tedros Adhanom Ghebreyesus): WHO chief: the G20 must invest in a healthier, greener post-pandemic world

•   FT(Gillian Tett): ‘Just in time’ planning has to give way to ‘just in case’

•   FT(David Gardner): Saudi-UAE competition threatens to upend the GCC

•   FT(John Redwood): Taiwan offers useful route to investing in east Asian growth

•   FT(Daniel Litvin): The oil industry can grow old gracefully or leave a chaotic legacy

•   FT(Lena Komileva): The answer to inflation fears lies in ending Covid disruption

•   FT(Izabella Kaminska): Why Bitcoin isn’t always deflationary

•   FT(Markus Brunnermeier): Four key questions central banks must answer about digital currencies

•   FT(Lex): Global carbon pricing: too important to leave to governments

•   WSJ(Editorial Board): OPEC, Biden and Gas Prices

•   WSJ(Editorial Board): Putin Tests Biden’s Cyber Vow

•   WSJ(Alan S. Blinder): Don’t Worry Too Much About the Inflation Surge

•   WSJ(Matthew Kroenig): China’s Nuclear Silos and the Arms-Control Fantasy

•   NYT(Thomas B. Edsall): Trump’s Cult of Animosity Shows No Sign of Letting Up

•   NYT(Noah Millman): America Needs to Break Up Its Biggest States

•   NYT(Daniel F. Becker, James Gerstenzang): Biden Must Get Tough on Carmakers to Slow Climate Change

•   WP(Greg Sargent): Progressives want Democrats to lean into the taxes fight. They have a point.

•   WP(Megan McArdle): The delta variant is sending the world a warning

•   WP(Christine Emba): Forget improved productivity. A four-day workweek will make us better humans.

•   Bloomberg(Mark Gongloff): The Housing Bubble Has Gone Global

•   Bloomberg(John Authers): Recovery Trade's Relapse Has Many Possible Culprits Beyond OPEC

•   Bloomberg(Jonathan Bernstein): Big Ideas Are Alive and Well in U.S. Politics

•   Bloomberg(Bobby Ghosh): Saudi Arabia and the UAE Can't Afford Not to Be Friends Despite Their OPEC Tiff

•   Bloomberg(Faye Flam): Delta Variant: 'Follow the Science' Is No Remedy for Covid Confusion

•   Bloomberg(Tara Lachapelle): It's Not Just Amazon. Antitrust Needs a Revival.

•   Bloomberg(Allison Schrager): Americans Should Quit Their Jobs More Often

•   CNN(Ali Wyne): The best way for the US and other democracies to deal with China

•   MarketWatch(Mark Hulbert): Investors now see stocks as money pots and that’s just not in the cards

•   MarketWatch(Mark Hulbert): What the stock market's 'black swan' index hitting an all-time high tells us

•   Nikkei Asia(William Pesek): Bank of Japan going green is an economic game changer

•   서경(현정택): 정책 기조 바꿔야 집값 잡힌다

•   경향(신정훈): 한국에너지공대 설립, 왜 비난받아야 하나