Business Intelligence Monitor 210709

(Introduction)

[Markets]

•   Global: Global stocks drop; bonds, euro rise in bid for safety

※   U.S. 10-year T-bill yields down 2.8 basis points

※   Reflation trade “shocked but not dead”

※   U.S. stocks down around 0.8%

•   US: Bond-Market Gauges of Long-Term Inflation Are Lowest Since March

•   China: China’s Bonds Rally on Signs of Policy Easing to Aid Economy

•   Metals: Copper slips as Fed maintains taper timeline

•   Iron ore: Iron ore price retreats as steel production cuts spark demand concerns

•   Grains: Soybeans firm, corn eases on cooler, wetter forecast

•   한국: 코스피 0.99% 하락…개인, 이틀째 1조 이상 순매수

•   한국: 아이폰13에 메타버스 수혜까지···LG이노텍 사상 최고가 터치

•   한국: 두산그룹주 힘 못 써, 두산퓨얼셀 5%대 두산 4%대 내려

•   한국: 원·달러 환율 9개월만에 최고치...6.9원 오른 1,145원

[Indicators]

•   Global Jun. Food index: Global Food Costs Finally Drop After Surge to Decade High

•   US May Consumer credit: U.S. Consumer Borrowing Jumped by Most on Record in May

•   US Jun. Dodge momentum index: Uncertainty, Building Costs and Labor Shortages Weigh Dodge Momentum Index Down in June

•   US Weekly Jobless claims: New Jobless Claims Hold Near Pandemic Low, as Number on Benefits Falls

•   US Weekly Gasoline demand: U.S. Gasoline Demand Soars to Record on July 4 Travel Surge

•   EU Q1 House prices: EU house prices rise at fastest pace since 2007

•   Germany May Balance of trade: German exports up 0.3% in May

•   China Jun. Car sales: China Car Sales Fall With Chips in Short Supply

•   Japan May Current account: Japan's May current account surplus up 85% as exports rebound

•   Japan Jun. Economy Watchers sentiment: Japan's June economy watcher sentiment sees 1st rise in 3 months

•   India Jun. Employment: Employment situation improves in June as economic activity picks up pace: CMIE

•   Brazil Jun. CPI: Brazil 12-Month Inflation Accelerated in June as Power Rates Rose

•   Mexico Jun. CPI: Mexico’s Stubbornly Elevated Inflation Keeps Rate Hikes on Table

•   Malaysia Benchmark rate: Malaysia Keeps Key Rate on Hold Amid Lockdown, Political Turmoil

•   한국 1분기 자금순환: 가계 보유한 예금·현금 사상 첫 2000조원 돌파…주식·펀드도 1000조원

•   한국 5월 재정수지: "세금 풍년이네"…5월까지 44조 더 걷혔다 與 "전국민 지원금" 요구

•   한국 주간 아파트 가격(부동산원): 통계 바꾸니 상승폭 더 커진 서울 집값…81주 만에 최고

[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: Rising Oil Prices Are Unlikely to Kill Economic Recovery

•   WSJ: Biden Defends Afghan Pullout, Sets Exit for Interpreters

•   WSJ: Biden to Target Railroads, Ocean Shipping in Executive Order

•   WSJ: Global Minimum Tax Deal Marked a Win for Yellen. Now She Must Sell It to Congress.

•   WSJ: Covid-19 Vaccination Drive Reaches Frustration Stage—Persuading the Hesitant

•   WSJ: U.S. Covid-19 Hospitalizations Rise as Delta Variant Spreads

•   WSJ: China’s Cyber Watchdog to Police Chinese Overseas Listings

•   WSJ: Tokyo Olympics Bars Spectators as Japan Declares Covid-19 State of Emergency

•   WSJ: Afghanistan’s Taliban, Now on China’s Border, Seek to Reassure Beijing

•   WSJ: The End of the U.S.-China Tech Stock Bromance

•   WSJ: Volkswagen, BMW Fined $1 Billion by Europe Over Diesel-Tech Collusion

•   WSJ: Alibaba Challenges Amazon With a Promise: Fast Global Shipping

•   WSJ: Micron Technology Puts Its Cash to Work Using AI

•   NYT: A Great Inflation Redux? Economists Point to Big Differences.

•   NYT: The Bond Market Is Telling Us to Worry About Growth, Not Inflation

•   NYT: Climate Change Influenced Western Heat Wave, Analysis Finds

•   NYT: Africa marks its ‘worst pandemic week’ yet, with cases surging and vaccine scarce, the W.H.O. says.

•   NYT: Borrowing Is Back as Sign-Ups for Auto Loans, Credit Cards Hit Records

•   WP: New study on delta variant reveals importance of receiving both vaccine shots, highlights challenges posed by mutations

•   WP: The Daily 202: Biden finds limits to America’s deterrent powers

•   FT: ECB changes inflation target, leaving extra room to keep rates low

•   FT: Covid death toll of 4m ‘likely underestimates’ real global figure, says WHO

•   FT: BioNTech/Pfizer aiming to start trial for vaccine targeting Covid Delta variant

•   FT: UK and Brussels clash over £40bn Brexit divorce bill

•   FT: European industrialists sound alarm over EU’s renewable energy gap

•   FT: Opec ‘gets a pass to lift oil prices’ as hedging losses hobble US shale

•   FT: Beijing asked Didi to change mapping function over security fears

•   FT: Senators call on US securities regulator to investigate Didi IPO

•   FT: How the US and EU can compete with China’s Belt and Road

•   FT: UK and EU plan closer co-operation on antitrust enforcement

•   FT: Ireland frets about losing its ‘sacrosanct’ low-tax regime

•   FT: Silvio Berlusconi: Italy’s great survivor plots a succession plan

•   FT: Travel restrictions to ease for double-jabbed in England

•   FT: Why new post-Brexit ‘UKCA’ standard is proving such a headache for industry

•   FT: Sunak hints strongly at break with pensions ‘triple lock’

•   FT: Downing Street asks banks to help solve cladding crisis

•   FT: Scientists accuse UK government of ignoring ‘long Covid’ threat

•   FT: Biden faces green dilemma in push to build US rare earths capacity

•   FT: How Delta variant forced Israel to rethink its Covid strategy

•   FT: Hong Kong’s legal system bears the scars of security law

•   FT: Plunge in Treasury yields reverberates around markets

•   FT: Plunge in Treasury yields reverberates around markets

•   FT: Space: the new frontier for investment trusts

•   FT: China’s rival to Boeing and Airbus set to join battle for the skies

•   FT: ‘The mother of all stress tests’: BP details Covid-19’s impact on energy

•   Bloomberg: Federal Reserve, ECB, BOJ’s $9 Trillion Debt Binge: Where Did All the Money Go?

•   Bloomberg: Biden Plans for Open Seats at Federal Reserve Board, Jerome Powell's Future

•   Bloomberg: Global Tax Deal Will Survive Europe Digital-Tax Plan, OECD Says

•   Bloomberg: U.S. Labor, Business Lobbies Join to Tout Infrastructure Bill

•   Bloomberg: China Pivots on Central Bank Easing as Fed Heads for Taper

•   Bloomberg: China’s Dovish Switch Ignites Fears Over Global Recovery Trade

•   Bloomberg: Quest to Define Post-Crisis Global Economic Order Gathers Pace

•   Bloomberg: Cost to Ship a Boxload of Goods to U.S. From China Nears $10,000

•   Bloomberg: Senate Banking Chair Sees Quarles Gone as Fed Supervision Chief

•   Bloomberg: EU Says U.K. Owes It 47.5 Billion Euros for Post-Brexit Payment

•   Bloomberg: Europe’s Summer in Peril as France Warns on Spain, Portugal

•   Bloomberg: Job Cuts Not Planned by Most U.K. Firms as Furlough Ends

•   Bloomberg: U.K. Wage Inflation Emerges With Staff Shortages After Covid Lockdowns

•   Bloomberg: Sinovac’s CoronaVac Inferior to Pfizer Covid Vaccine in Chile Study

•   Bloomberg: Japan Vaccine Effort Hits Logistic Bottlenecks Ahead of Olympics

•   Bloomberg: Latin America Rate Hikes Are Coming on Relentless Core Inflation

•   Bloomberg: Loan Growth Shows Virus Leaving Deep Scars on India’s Economy

•   Bloomberg: Record Company Debt Binge in South Korea Shows Signs of Slowing

•   Bloomberg: Hong Kong’s Economy Is Finally Recovering, But Only for the Rich

•   Bloomberg: Major Virus Outbreak Looms in Myanmar as Vaccine Drive Stalls

•   Bloomberg: S. Africa Ex-President Zuma Jailed After Contempt Conviction

•   Bloomberg: Indonesia Loses Prized Upper-Middle Income Status Amid Pandemic

•   Bloomberg: UAE Seeks Investors and Long-Term Buyers for Blue Hydrogen

•   Bloomberg: Crypto Scams, Rug Pulls, Bitcoin Hacks: Billions Lost When Shit Coins Go to Zero

•   Bloomberg: Wall Street Wealth Trio Sticks to Reflation Bets After Selloff

•   Bloomberg: Hedging for a Treasury Rally Costs More Than Selloff Protection

•   Bloomberg: Bonds Lead Rethink on Reflation as Central Banks Signal Support

•   Bloomberg: Unraveling Steepener Trade Heightens Focus on Fed-Liftoff Timing

•   Bloomberg: China’s Digital Yuan Trial Expands to 10 Million Eligible Users

•   Bloomberg: Why the OPEC+ Crisis Has Sparked an Oil Price Frenzy: QuickTake

•   Bloomberg: Higher Oil Prices Aren’t Yet Enough for the Gulf’s Weakest Link

•   Bloomberg: Patchwork of ESG Ratings Sow Investor Confusion as Flows Surge

•   Bloomberg: ECB Pledges to Inject Climate Considerations Into Its Decisions

•   Bloomberg: UAE Seeks Investors and Long-Term Buyers for Blue Hydrogen

•   Bloomberg: Battery Chain Puts Lithium’s Green Credentials Under Microscope

•   Bloomberg: Inside the Lab Striving to Make Korea’s Worst Polluter Net-Zero

•   Bloomberg: Battery Chain Puts Lithium’s Green Credentials Under Microscope

•   Bloomberg: Oil Sands Carbon Cuts Come With $60 Billion Bill, Loose Ends

•   Bloomberg: The Corporate Climate Pledges Are as High as an Elephant’s Eye

•   Bloomberg: Coal Giant Australia Must Consider Climate in Mine Approvals

•   Bloomberg: Steve Keen Says Economists Get Everything Wrong (Especially About Climate Change)

•   Bloomberg: Coal Output in U.S. Seen Rising Most Since 1990 on Global Demand

•   Bloomberg: Europe CEOs Join Lawmakers in Urge for Massive Clean Energy Push

•   Bloomberg: Covid-19’s Genetic Flashpoints Identified in Giant Global Study

•   Reuters: IMF chief upbeat on growth prospects in central and eastern Europe

•   Reuters: Britain must engage the public on net zero climate goals -lawmakers

•   Reuters: Britain will not align with EU law to solve N.Ireland sausage row, says minister

•   Reuters: Five reasons the ECB didn't follow the Fed on inflation

•   Reuters: Brazil's Bolsonaro disapproval rating rises to all-time high, two polls show

•   Reuters: Indonesia's surge in COVID-19 cases spreads to coal mining areas

•   Reuters: Vietnam capital announces movement curbs after record COVID-19 cases

•   Reuters: IMF sees Saudi growth at 2.4% this year with non-oil sector leading rebound

※   IMF: Saudi Arabia: 2021 Article IV Consultation-Press Release; and Staff Report

•   Reuters: RBI's Das wants to support growth, keep inflation expectations anchored

•   Reuters: Analysis: U.S. bond managers say market has overshot, yields too low

•   Reuters: Analysis: Falling U.S. bond yields may signal death knell for 'reflation' stock trade

•   CNN: Gas prices are above $3. Biden doesn't have a magic wand to fix that

•   CNBC: BP says all other global energy crises pale in comparison to the year of Covid. These stats show why

※   BP: Statistical Review of World Energy

•   CNBC: Delta variant: Africa suffers worst surge in Covid cases officials brace for third wave

•   CNBC: China's central bank is 'quite worried' about some digital currencies

•   CNBC: U.S. housing shortage will last for 'years to come': Taylor Morrison CEO

•   CNBC: Carbon credits: Institute of International Finance sees huge potential

•   CNBC: China's Xiaomi raises $1.2 billion in debt as Beijing targets the tech sector

•   CNBC: It's not certain rising wages will be enough to outpace inflation

•   MarketWatch: Bond yields and tech stocks echo ‘extreme anomalies’ of dot-com boom, says Morgan Stanley

•   MarketWatch: China is cracking down on its own tech giants, but Apple and the U.S. IPO market could pay the price

•   Fox Business: Forget inflation – deflation could rear its ugly head soon

•   Fox Business: Worker shortage 'biggest issue' facing US economy this summer, Chamber of Commerce warns

•   SCMP: Coronavirus: Sinovac is world’s most used vaccine, but how good is its Delta protection?

•   SCMP: Hong Kong-Singapore travel bubble: will Sinovac’s efficacy against Delta coronavirus variant be the next stumbling block?

•   SCMP: US-China relations: Joe Biden’s embrace of post-pandemic ‘industrial polices’ shows ‘bust of Washington Consensus’

•   SCMP: What do latest political twists in Malaysia mean for PM Muhyiddin Yassin?

•   Global Times: Two Chinese men re-infected with COVID-19 after recovery

•   Nikkei Asia: Troubled Japan Display to sell LCD unit to Taiwan's Wistron

•   Nikkei Asia: Bangladesh scraps plans for 10 coal-fired power plants

•   OilPrice.com: $70 Oil Isn’t Enough To Stabilize Iraq Right Now: Moody’s

•   OilPrice.com: Senior U.S. And Saudi Officials Meet Amid OPEC+ Impasse

•   MINING.com: Copper supply gap to emerge in second half of the decade — report

•   For Construction Pros: What's Next for Infrastructure Funding in Washington?

•   DIGITIMES: China foundries cut capacity support for Taiwan chipmakers

•   매경(P1): 대법 "파견직 직고용"…車·철강업계 인건비 쇼크

•   매경: 노조 파업 예고에 직고용 부담까지…떨고 있는 현대차 기아

•   매경: "판결 예상가능했다"…고용부 파견지침엔 변화 없을듯

•   매경(P1): "2030년 배터리 1등"…기업 40조원 투자, 정부는 세제 지원

※   산업부: 미래를 차지(Charge)하는 힘, ｢2030 이차전지 산업 발전 전략｣ 수립

•   매경: 배터리 재활용 생태계 구축 나서

•   매경: 800억 펀드 만들어 소·부·장 中企 돕는다

•   매경(P1): [단독] "민주노총 건설현장 불법행위 엄단"…김부겸총리, 경찰청장에 직접 지시

•   매경: 최재형 "부친, 소신껏 하라 유언"…빈소에 윤석열 김동연 야권 총집결

•   매경: [단독] 3조 공룡펀드 매니저 "TSMC 일단 털었다…삼성전자 투자 매력은 오래갈 것"

•   매경: "어느 장단에 맞추라는건지…" 종부세 11억 재산세 감면 9억 고가주택 기준 '들쭉날쭉'

•   매경: "DSR 규제로 소비 줄면 GDP에도 타격"

※   한국경제연구원: GDP 세 배 속도로 증가한 가계부채로 채무상환리스크 급증

•   매경: "부동산 보유세보다 임대소득세 강화를"

•   매경: "콩코드는 잊어라" 인천~LA 5시간이면 날아간다…초음속 여행시대 속도

•   매경: "뒤처질 수 없다" 日·中도 잰걸음 [글로벌 이슈 plus]

•   매경: "中日 제치고 수주 싹쓸이"…한국조선해양 이번엔 2조4천억 수주 유력

•   매경: 현대차 '수소 본능'…車 이어 선박까지 영토 확장한다

•   매경: 10년만에 만났지만 두산인프라코어차이나 협상 결렬

•   매경: 주식형펀드 화려한 부활…상반기 30%대 수익률 속출

•   매경: "지금이라도 사야하나"...펄펄끓는 집값, 수요 전망 가격 일제히 오름세

•   매경: "집값 들쑤실라"…3기 신도시 등 토지보상금 26조 내년초까지 풀린다

•   매경: [株머니 주요산업 증시기상도] 반도체 구매 다변화·재고 축적…완성차 수익성 개선

•   한경(P1): 소상공인 대출 위험수위…커지는 빚폭탄

•   한경: 코로나에 둑 터진 자영업 대출…月 1조씩 빚보증 선 지역신보도 '흔들'

•   한경: "빚내 버텼는데"…영세 소상공인 또 벼랑끝 몰리나

•   한경: 이자도 못내는 '좀비기업' 느는데…5대은행 中企대출 비중 40% 돌파

•   한경: 현대重, 노조 크레인 점거에 골병드는데…팔장만 낀 고용부

•   한경: 세아제강, 英에 '세계 최대' 해상풍력 구조물 공장

•   한경: "최저임금 더 올리면 한국서 제조업 못한다"

•   서경: 정부, 5년 간 3,000억 푼다지만···삼성SDI 작년 R&D 비용 절반 수준

•   서경: 완성차 속속 이차전지 내재화···배터리 '장밋빛 전망' 경계해야

•   서경: '전기차 속도' 삼성SDI, 세계 4위 완성차와 손잡나

•   서경: "올바른 기업관 교육시키고, 정책 만들 때 기업 의견 반영해야"

•   서경: 4차 대유행에 스텝 꼬인 정부···3차 추경까지 고민해야 할 판

•   서경: 대기업 물류일감, 외부에 개방 추진

•   서경: 재산세 폭탄 현실로···370만→468만원 '바뀐 앞자리'

•   서경: "금요일도 가족과 함께 휴식"···주 4일·재택근무 바람 확산

•   조선(P1): 토요일 밤부터 수도권 3인 모임 금지할 듯

•   조선: 수도권 델타변이 3배 급증… 정은경 “방역완화로 확진 늘어 송구”

•   조선: 델타 변이 확산에도 치명률은 0.5%로 감소

•   조선(P1): 탄소 줄이려… MS는 데이터센터를 바다에 넣었다

•   조선: 세계최대 해운社, 메탄올 선박 올인… 세계1위 화학社는 풍력 인수

•   조선: 탄소 흡수기술, 친환경 비료… 스타트업들도 뛰어든다

•   조선: 전기차 배터리, 중국과 兩强체제 구축… 폐플라스틱 재활용 사업도 덩치 커져

•   조선: “중국이 못갖게 하라”… 美, 네덜란드 반도체장비 사수작전

•   조선: 전세난 가중시키는 사전청약… 하남 전셋값 1년새 40% 급등

•   조선: 내년 최저임금 인상 협상, 노동계 “19.7%” 재계 “0.2%”

•   조선: 올 하반기 나온다던 국산 코로나 백신, 3大 난제에 막히다

•   조선: 삼전·테슬라 흔들리자 방황하는 개미… 단타족 됐다

•   조선: [Mint] 치솟던 목재 가격 한달 새 43% 급락 美주택 신축 줄어든 탓

•   조선: [Mint] 붉은 자본주의, 기업을 무릎 꿇리다

•   조선: [Mint] 中, 자본주의·사회주의 혼합 ‘관리경제’… 당 통제 강화로 시장경제 위축될 우려

•   조선: [Mint] 경기 회복 선진국선 최저임금 껑충… 기업·상인은 “무리한 인상 도움 안 돼”

•   조선: [Mint] 출장 가면서 직원에게 ‘반려견 산책’ 심부름 시키는 사장

•   조선: [Mint] 순식간에 돈 빠져나간 코인 시장… 2018년 이후 2번째 ‘크립토 윈터’ 시작됐나

•   조선: [Mint] 너무 오른 유가, 곧 100달러 시대? “지금 원유ETF 넣어도 남길 것 적어”

•   조선: [Mint] “하루만에 집 골조 완성… 3D 프린팅 건설, 주택부족 대안 될 것”

•   조선비즈: [단독] ‘탈원전’에 묶인 신한울 1호기, 가동 지연으로 5400억 더 쓴다

•   조선비즈: “한방울도 아깝다” 정부, 코로나19 백신 보관 잘 되는지 AI·사물인터넷으로 확인

•   조선비즈: “환경규제로 10년간 조선 일감 나오겠지만 ‘슈퍼 사이클’은 아냐”

•   조선비즈: ‘산업의 쌀’ MLCC 하반기 공급부족 우려…전자제품 생산 빨간불

•   조선비즈: “폴더블폰의 계절이 왔다”…삼성 이어 中 샤오미·오포·비보도 출사표

•   조선비즈: 한 팀 11명 전원이 코로나 확진… 현대차 ‘생기부'에 무슨 일이

•   조선비즈: 충전에 이어 발전까지… 수소로 눈 돌리는 도시가스업계

•   조선비즈: 백신 보릿고개 8월도 안심 못한다…“추가 백신 교환 논의해야”

•   조선비즈: “상위 2% 반올림 종부세, 정략과 행정편의주의 결합된 괴물”…기재부도 ‘거리두기'

•   중앙(P1): 치솟는 집값·전세, 더는 감당 안돼요 “올 10만명 탈서울”

•   중앙: 백화점발 패닉 “직원 화장실 수도꼭지가 감염 통로 가능성”

•   중앙: [단독]"순순히 죽지 못해 죄송"···100개 대학가 붙은 대자보

•   동아(P1): [단독]北에 뚫린 KAI, 해킹방지 ‘망 분리’ 제대로 안했다

•   동아: 겨우 살아난 내수에 4차유행 찬물… 성장률 4.2% 목표도 ‘빨간불’

•   동아: 기업들 “외부 약속-회식 당분간 자제를”…재택근무 늘리고 체육시설 다시 폐쇄

•   동아: 늘어나는 ‘주인전세’… “집값 인상 불씨”

•   문화(P1): 金총리 “예산은 정해져 있다”… 전국민지원론 반대

•   한국(P1): 정부 "자영업 신용평가 잘 봐달라" 은행에 당부… '부실 뇌관' 될까 촉각

•   한국: 집단감염 나온 곳만 한산… '역대 최대' 확진자 나온 날 서울은 북적

•   국민(P1): 文정부 ‘통큰’ 씀씀이… 4년간 총지출 200조 늘어

•   서울: ‘기후위기 대응’ 삼성·SK는 C+… 6개 그룹은 낙제점

•   서울: 전기차 쏟아내지만… 반도체·보조금 부족·일자리 감소 ‘한숨’

•   한겨레: 전기차 배터리 ‘구독경제’ 대중화까지는 ‘산 넘어 산’

•   경향: 하반기 증시 전망, 증권사 센터장에 물었더니···“상승세 지속, 경기민감주보다 기술주·성장주"

•   머니투데이(P1): 코인거래소 '모든것' 보겠다는 금융당국…"신고 아닌 인가제"

•   머니투데이: "종부세 2% 사사오입, 위헌 소지...상위 2.2%인데 세금 낼 수도"

•   머니투데이: OPEC+ 협상 결렬…정부 긴급회의 소집 "사재기 특별점검"

•   머니투데이: 현대重그룹 ESG협의체 본격가동, 11개 계열사 CSO 한자리에

•   머니투데이: 340개 중기 총력전..LNG 가스터빈, 발전시장 새 동력 된다

•   머니투데이: QR체크인 삑!…출입기록·백신접종 '한번에' 인증한다

•   머니투데이: '먹는' 코로나 치료제 나올까…카이스트-파스퇴르연, 후보물질 발굴

•   머니투데이: 코로나 재유행…다시 언택트주로 간다

•   머니투데이: '12.5조' 깜짝실적에도 잠잠…삼성전자 대체 언제 오르나요?

•   더벨: 두산그룹, 은행자본 종속 탈피 위한 열쇠 '밥캣'

•   파이낸셜뉴스: "영국은 0%대, 한국은 1%대"… 원화채 쓸어담는 외국인[외국인 원화채 잔액 190조 첫 돌파]

•   아시아경제: "쿠팡과 다른 길 간다" 동맹작전 네이버의 물류실험

•   디지털타임스: [밸류체인변화, 혁신기업이 뛴다] 수소 年3500톤 생산·핵심기술 국산화…`친환경 제철소`로 도약

•   디지털타임스: [밸류체인변화, 혁신기업이 뛴다] "부생수소, 수소 생태계 확장 마중물역할"

•   이데일리(P1): "코로나 이 지경인데"…파업 위협하는 제조업 노조들

•   이데일리: 물 들어와도 노 못젓는 완성車…해외판매 반등에도 '하투' 반복

•   이데일리: "사용자에게 대항수단 주어져야 습관적 파업 방지할 수 있어"

•   연합: 오늘 1천300명 안팎…수도권 새 거리두기 4단계 예상, 오전 발표

•   연합: [디지털 위안화] ③ 남 둥지에 알 낳듯…민간 빅테크 '올라타기'

•   뉴시스: 2분기 시총 1조클럽 274곳…카카오 28조↑'돌풍'

•   e대한경제: ‘7·10 대책’ 1년...아직도 오락가락하는 임대사업자 제도

•   e대한경제: [기울어진 공정경제]건설ㆍ자동차ㆍ조선업, 하도급 상생 매뉴얼 추진

•   e대한경제: [기울어진 공정경제]자율적 일감 개방?… “사실상 강제적 공정”

•   e대한경제: [기울어진 공정경제]공정위 ‘칼날’에 급식·물류 일감개방… 돌아온 건 제재·과징금

•   e대한경제: [기울어진 공정경제]공정위, 일감개방 다음 타깃은?

•   더구루: 삼성전자, 1분기 스마트폰 메모리 시장 절반 '석권'…깜작 실적 배경

•   더구루: 삼성, 중국서 대대적 반격 채비…선봉은 반도체

•   더구루: 한수원, '42조' 폴란드 원전 출사표…"원전 기술 이전" 언급

•   에너지경제: ‘SWEET 2021’ 국제 신재생E 산업 전시회 개막…245개사 참여

•   에너지경제: 신재생E 진퇴양난…RPS 보조금 급증하는데 REC 가격은 3만원대 턱걸이

•   에너지데일리: “수소, 재생에너지 무역의 캐리어로 중요한 역할 한다”

•   전자신문(P1): 삼성전자, 세계 최초 '재사용 연마패드' 반도체 공정에 도입

•   전자신문: 남부발전, LNG 직도입으로 재무개선 추진…석탄발전 질서있는 퇴장 유도

•   로봇신문: 한국로봇산업진흥원, 2021년 로봇활용 제조혁신 지원사업 '시동'

[Opinions]

•   Project Syndicate(Dani Rodrik, Stefanie Stantcheva): Inequality and the Macron Commission

•   Project Syndicate(Ed Araral, Vinod Thomas): The Case for Carbon Import Taxes

•   Project Syndicate(Anu Madgavkar, Jaana Remes): The Stickiness of Pandemic-Driven Economic Behavior

•   FT(Editorial Board): ECB’s new strategy is a welcome update

•   FT(Editorial Board): Why a carbon border tax is a necessity

•   FT(Philip Stephens): The young are pawns in Boris Johnson’s Covid experiment

•   FT(Gillian Tett): Five things the G20 must do to tackle climate change

•   FT(Robert Armstrong): US Treasury yields crash. What took them so long?

•   FT(Richard Waters): The new world of venture capital

•   FT(Louise Lucas): Welsh chip deal will show how UK’s view on foreign owners is evolving

•   FT(Moritz Kraemer): The case for ‘truly-long-term’ debt ratings

•   FT(Lex): Italian privatisations: ‘Draghi Boys’ should embrace a smaller state

•   WSJ(Editorial Board): A Brave New European Central Bank

•   WP(Editorial Board): While carnage grows in Myanmar, Western governments dither

•   Bloomberg(Daniel Moss): New ECB Target Reflects Torturous Journey Away from Inflation Phobia

•   Bloomberg(John Authers): The Reflation Trade Has Believers in Frankfurt

•   Bloomberg(Liam Denning): Stronghold Plan to Mine Bitcoin Burning Waste Coal Isn’t Green

•   Bloomberg(Jonathan Bernstein): Midterms 2022: Trump and Republican Dysfunction Are on the Ballot

•   CNN(Rabah Arezki, Per Magnus Nysveen): The beginning of the end for Big Oil

•   MarketWatch(Lawrence G. McMillan): The diverging indicators could spell trouble for the stock market

•   매경(조동성): CSR에서 시작해 CSV를 지나 ESG로

•   한경(김현숙): 원전 대신 풍차 짓는 돈키호테 정부

•   서경(김기환): KDI원장 홍장표의 ‘소주성 자화자찬’ 컨퍼런스

•   중앙(박태호): 유럽연합의 탄소국경조정제도 현실로 다가오나

•   아시아경제(최지웅): 탄소중립이 놓치고 있는 두 가지