Business Intelligence Monitor 210712

(Introduction)

[Markets]

•   Global: Treasury yields rise, U.S. stocks hit new highs; dollar weakens

•   Metals: Nickel hits four-month high; copper jumps on China move

•   Iron ore: Iron ore price drops on steel output control worries

•   Grains: Rain pushes corn to 12% weekly drop

•   한국: 코스피 1% 하락…외인 1.3조 순매도·개인 1.8조 순매수

•   한국: 두산그룹주 상승 많아, 오리콤 5%대 두산중공업 3%대 올라

•   한국: "불안할 땐 달러가 최고"…원화값 1149원, 9개월만에 최저

[Indicators]

•   US May Wholesale inventories: U.S. wholesale inventories surge in May as businesses rush to keep up with strong sales

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

•   UK May GDP: UK recovery slows as bottlenecks offset rebound in hospitality

•   China Jun. CPI·PPI: China’s Factory Inflation Peaks as Commodity Prices Steady

•   China Jun. New Yuan loans: China June new bank loans rise to 2.12 trln yuan, beat expectations

•   한국 주간 아파트 수급동향(부동산원): 너무 올랐나…서울 아파트 매수심리 '주춤'

[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: U.S. Consumers, Fed Testimony, China GDP

•   FT: The Week Ahead: Liberté, égalité and fraternité

•   Bloomberg: Ripples of Fed’s Inflation Disquiet Keep Spreading: Eco Week

[News]

•   WSJ: Biden Targets Big Business in Sweeping Executive Order to Spur Competition

※   White House: Executive Order on Promoting Competition in the American Economy

•   WSJ: What’s in Biden’s Big Business Executive Order

•   WSJ: Biden’s Business Order Shows How He’s Using Executive Power to Shape Economy

•   WSJ: Meet Tim Wu, the Man Behind Biden’s Push to Promote Business Competition

•   WSJ: Biden Stakes Out Position in Debate Over Power of Big Companies

•   WSJ: President Biden’s Executive Order Opens New Front in Battle With Big Tech

•   WSJ: CDC Urges Schools to Welcome Kids Back, Vaccinated or Not

•   WSJ: How Much Are Prices Up? Here’s One Family’s Day-to-Day Expenses.

•   WSJ: Global Tax Deal Marks Big Advance for Cooperation, but Tougher Tasks Lie Ahead

※   G20: Third G20 Finance Ministers and Central Bank Governors meeting under the Italian Presidency

•   WSJ: Global Tax Deal Heads Down Perilous Path in Congress

•   WSJ: Lawmakers to Determine Fate of Infrastructure, Antipoverty Plans

•   WSJ: Fed Says Shortages, Hiring Difficulties Hold Back Brisk Growth

※   Fed: Monetary Policy Report, July 2021

•   WSJ: Higher Inflation Is Here to Stay for Years, Economists Forecast

•   WSJ: Job Openings Are at Record Highs. Why Aren’t Unemployed Americans Filling Them?

•   WSJ: Young Americans Aren’t Getting Vaccinated, Jeopardizing Covid-19 Fight

•   WSJ: Bat Scientists Warn That the World May Never Know Covid-19 Origins

•   WSJ: As Delta Variant Spreads, China Lacks Data on Its Covid-19 Vaccines

•   WSJ: Tech Firms to Buy Covid-19 Vaccines on Behalf of Taiwan’s Government

•   WSJ: These Countries Are Looking Ahead to Living With Covid-19

•   WSJ: Australia’s Delta Outbreak Shows Vaccines Protect Against Hospitalization

•   WSJ: Holding Tokyo Olympics Without Fans Could Hurt Performance, Organizer Says

•   WSJ: Strong U.S. Recovery Aids Growth in Canada, Mexico

•   WSJ: China Moves to Spur Lending as Inflation Fears Ease

•   WSJ: Earnings Kick Off With Forecasts and Stocks Riding High

•   WSJ: Binance Froze When Bitcoin Crashed. Users Want Their Money Back.

•   WSJ: Fixing Climate Change Isn’t the Central Bank’s Job

•   WSJ: Heat Wave Hit Northwest Businesses

•   WSJ: Didi Tried Balancing Pressure From China and Investors. It Satisfied Neither.

•   WSJ: Biden Revives Net Neutrality, Targets Big Broadband Providers

•   WSJ: Elon Musk Is Called to Defend Tesla’s Purchase of SolarCity

•   WSJ: Branson Reaches Edge of Space in Virgin Galactic Flight

•   WSJ: Shipping Delays and Higher Rates Get Small Businesses Jammed Up

•   WSJ: Chinese Chip Maker Says Creditor Seeks Its Bankruptcy

•   NYT: Scientists Press Case Against the Covid Lab Leak Theory

•   NYT: Biden Warns Putin to Act Against Ransomware Groups, or U.S. Will Strike Back

•   NYT: Biden Administration Shows Little Appetite for Haiti’s Troop Request

•   NYT: The leader of Haiti’s Senate is among those vying for power.

•   NYT: The Big Question of the 2022 Midterms: How Will the Suburbs Swing?

•   NYT: More Power Lines or Rooftop Solar Panels: The Fight Over Energy’s Future

•   NYT: Fauci says boosters are not recommended ‘right now’ and reiterates school reopening guidance.

•   NYT: President Biden Wants to Pour Money Into Infrastructure. Should You?

•   NYT: Short on vaccines, Asia grapples with Delta-driven outbreaks.

•   NYT: Haiti Calls U.S. for Troops, After Wild Day of Gunfights and Suspicion

•   NYT: One Village in India Quelled the Virus. The Next Was Overrun.

•   NYT: How to Manage Your Money if Inflation Flares

•   WP: Congressional Democrats face hard bargaining and no mistakes to pass President Biden?s agenda

•   WP: Biden’s best ally in his push to upgrade infrastructure for climate change? Climate change.

•   WP: Pfizer expected to brief U.S. officials in coming days on the need for a booster shot

•   WP: Iran cheers U.S. withdrawal from Afghanistan — but fears what could follow

•   FT: Brussels set to delay digital levy plan after G20 backs tax deal

•   FT: G20 ministers endorse carbon pricing to help tackle climate change

•   FT: Expert panel urges G20 to raise $75bn for future pandemics

•   FT: Brussels targets aviation fuel tax in drive to reduce carbon emissions

•   FT: Delta wave forces Asia into retreat

•   FT: How effective are coronavirus vaccines against the Delta variant?

•   FT: Finance ministers unwind in Venice before tough talks in Brussels

•   FT: Learning from history? ECB shifts strategy to avoid premature rate rises

•   FT: Record June heat in North America and Europe linked to climate change

•   FT: ECB split deepens over scaling back bond-buying as economy improves

•   FT: Sánchez unveils wide-ranging reshuffle of Spain’s cabinet

•   FT: German climate group challenges ‘establishment’ Greens

•   FT: EU to Urge 2035 Goal to End Combustion-Engine Era in Autos

•   FT: US investors promise more UK investment in spite of Brexit worries

•   FT: England’s reopening: ‘The world is looking at us with disbelief’

•   FT: UK’s devolved nations take more cautious approach to lifting Covid curbs

•   FT: England’s borders race to install new tech to avert travel chaos

•   FT: English workplaces to be free to abandon masks and distancing

•   FT: UK backtracks on mask wearing after Covid curbs are lifted

•   FT: Top Fed official warns Delta variant poses threat to global recovery

•   FT: Delayed monsoon jeopardises India’s economic revival

•   FT: Shadow of jailed Zuma hangs over ‘dysfunctional’ ANC

•   FT: China to impose security checks on overseas listings

•   FT: China threat tempers Taiwan’s welcome of Hong Kong exiles

•   FT: Latin America urgently needs vaccines from west, top official warns

•   FT: Russia Raises Covid Death Toll in May by 65% as Crisis Worsens

•   FT: Bond contrarians vindicated by US Treasury yield plunge

•   FT: Will US consumer prices continue rising at a rapid clip?

•   FT: Wall St braces for historic surge in corporate America’s earnings

•   FT: Why Amazon is wrong to fight Lina Khan

•   FT: BP finds ‘mismatch’ between net-zero pledges and Paris goals

•   FT: Half of all bikes sold in Europe will be electric by 2025, predicts manufacturer

•   FT: Volkswagen benefits from bumper recovery in car sales

•   FT: Intel offers to spread $20bn chip factory investment across EU

•   FT: SoftBank’s second Vision Fund speeds up pace of investment

•   Bloomberg: U.S. Slaps Curbs on 34 Entities, Faults China Firms on Abuses

※   U.S. Department of Commerce: Commerce Department Adds 34 Entities to the Entity List to Target Enablers of China’s Human Rights Abuses and Military Modernization, and Unauthorized Iranian and Russian Procurement

•   Bloomberg: Fragile Global Rebound Troubles Finance Chiefs as Variants Lurk

•   Bloomberg: IMF Sees Room to Simplify Global Tax Deal to Boost Participation

•   Bloomberg: China Scores Win as Inflation Steadies After Commodities Fight

•   Bloomberg: Woman Infected With Two Covid-19 Variants Highlights Next Risk

•   Bloomberg: Global Boom in House Prices Becomes a Dilemma for Central Banks

•   Bloomberg: Charting the Global Economy: Chip Shortage Restraining Factories

•   Bloomberg: WHO’s Chief Scientist Warns the Pandemic Isn’t Slowing Down

•   Bloomberg: Economists Lift U.S. Growth Forecasts Even as Pace Set to Cool

•   Bloomberg: Summers Says Preparing for Pandemics Like Buying Amazon Early

•   Bloomberg: Sanders Takes Reins as Democrats Advance Biden Economic Agenda

•   Bloomberg: U.S. Frets That Time Is Running Out to Revive Iran Nuclear Deal

•   Bloomberg: What Tenants Are Doing to Continue 'Cancel the Rent'

•   Bloomberg: French Minister Rules Out New Lockdown as Delta Spreads

•   Bloomberg: Germany Declares Spain a Risk Area After Surge in Covid-19 Cases

•   Bloomberg: Most ECB Officials See Upside Risk to Medium-Term Inflation

•   Bloomberg: ECB’s Schnabel Is Sure Inflation Won’t Get ‘Excessively High’

•   Bloomberg: ECB’s Villeroy Signals No Urgency to Settle Post-Crisis Stimulus

•   Bloomberg: China Accuses U.S. of ‘Unreasonable Suppression’ of Companies

•   Bloomberg: PBOC Adviser Sees Stable China Liquidity After Reserve Ratio Cut

•   Bloomberg: Pro-Zuma Protests Spread to South Africa’s Economic Hub

•   Bloomberg: Oman Leader’s Rare Saudi Arabia Visit Shows Region’s Shifts

•   Bloomberg: Indonesia’s Kimia Farma to Start Selling Vaccines to Public

•   Bloomberg: Bolsonaro Wages Trumpian Campaign to Sow Doubts About Voting

•   Bloomberg: Shipping Turmoil Threatens Coffee From World’s Biggest Grower Brazil

•   Bloomberg: Sydney Lockdown ‘Highly Unlikely’ to be Lifted as Cases Rise

•   Bloomberg: Argentina Imposes New Restrictions on Parallel Exchange Rates

•   Bloomberg: Thailand Tightens Curbs in Virus Hotspots as Deaths Spike

•   Bloomberg: India Wants Rich Countries to Pay More for Green Energy Shift

•   Bloomberg: Malaysia Reports Record Daily Coronavirus Cases Amid Lockdown

•   Bloomberg: Top Forecaster Stays Bullish on India, Southeast Asia Currencies

•   Bloomberg: China’s Easing Forces Traders to Rethink How They Label Markets

•   Bloomberg: China Tech’s Trillion-Dollar Stock Slump Signals Buyer Beware

•   Bloomberg: Wall Street’s Math Whizzes Are Racing to Wire Up the Bond Market

•   Bloomberg: Wall Street Is Chasing the Value Trade Beyond U.S. Stocks

•   Bloomberg: S&P 500 Perfect Earnings Record Is on the Line With Peak Growth

•   Bloomberg: EU’s Gold Standard in Green Will Command Biggest Debt Premiums

•   Bloomberg: Crypto Demand From Millennials Poses Big Test for Robo-Advisers

•   Bloomberg: Fed Flags Crypto Assets for First Time in Financial Risk Review

•   Bloomberg: Homebuilder Rally Turns to Rout on Signs of Fading Housing Boom

•   Bloomberg: Commodity Boom Dwarfs Oil Spat as Emerging Markets Set to Win

•   Bloomberg: U.K. Sold Off $42 Billion of Semiconductor Firms Before Review

•   Bloomberg: World’s Biggest Wind Turbine Set to Debut in Germany’s Sea

•   Bloomberg: Europe’s Push for G-20 Net Zero Pledge Is Thwarted in Venice

•   Bloomberg: Quarles Urges Global Approach on Climate-Related Financial Risk

•   Bloomberg: BlackRock’s Fink Urges World Bank, IMF Overhaul for Green Era

•   Bloomberg: Yellen Targets Curbs on Development Bank Support for Fossil Fuel

•   Bloomberg: Macron to Meet Auto Officials With EU Set to Unveil Green Plan

•   Bloomberg: We’re Right to Worry About Nightmare Climate Scenarios

•   Bloomberg: Carbon Offset Trading Is Taking Off Before Any Rules Are Set

•   Bloomberg: California Averts Blackouts, But More Extreme Heat Looms Ahead

•   Reuters: EU finds potential link between heart inflammation and mRNA COVID shots

•   Reuters: Business Trips Are Coming Back Faster Than Expected in the U.S.

•   Reuters: Delta variant to account for most new French COVID cases from this weekend - minister

•   Reuters: Is COVID coming home? England at risk from Euro 2020 euphoria

•   Reuters: UK's trade minister to meet U.S. counterpart on free trade threats

•   Reuters: ECB debated reducing stimulus in June meeting: accounts

※   ECB: Account of the June monetary policy meeting

•   Reuters: EXCLUSIVE Dover warns of Brexit trade disruption as tourists hit Europe

•   Reuters: Gap between Sputnik V COVID-19 shots can be up to 180 days - Russia's RDIF

•   Reuters: COVID cases climb as Southeast Asia feels force of Delta variant

•   Reuters: Indonesia to widen coronavirus curbs to 15 locations

•   Reuters: Five years after South China Sea ruling, China's presence around Philippines only growing

•   Reuters: Thousands of protesters take to the streets in Cuba

•   Reuters: As China's population greys, the burden of care weighs on families

•   Reuters: Global bond funds see biggest inflow in over three months, Lipper data show

•   Reuters: Taiwan's Foxconn discussing electric vehicle plant in Wisconsin

•   Reuters: Analysis: Biden lost faith in the U.S. mission in Afghanistan over a decade ago

•   AP: Leaders of North Korea, China vow to strengthen ties

•   CNN: Donald Trump's false election claims persist at conservative gathering in Texas

•   CNN: How the American South is paying the price for Europe's 'green' energy

•   CNN: Inflation is rising but the reasons why are changing

•   CNBC: Biden-Merkel meeting: Afghanistan, cybersecurity, Nord Stream

•   CNBC: China’s regulatory tightening not a setback for the country, says economist

•   CNBC: Rebalance your portfolio as economy enters expansion, HSBC says

•   CNBC: Soaring warehouse demand boosts commercial real estate market as office vacancies mount

•   SCMP: China must plan for growing risks in Afghanistan and Africa: observers

•   SCMP: China freeing up 1 trillion yuan will help support businesses, but impact seen as ‘negligible’ to economy in near-term

•   SCMP: China flags import diversification, greater scrutiny of foreign investment in latest five-year commerce plan

•   SCMP: China implores US firms to invest more in northeast rust-belt region near Russia, North Korea

•   SCMP: China welcomes bigger role for yuan in de-dollarised Russian sovereign wealth fund

•   SCMP: China overhauls Germany to become world’s top machinery exporter

•   SCMP: China’s dominance in global coal loans is overstated, study finds

•   SCMP: US-China rivalry: who has the stronger military?

•   Global Times: Global tech firms eye opportunities under China's carbon goals

•   Caixin: China’s Latest Property Crackdown Signals Confidence in Export-Led Recovery, Economist Says

•   Nikkei Asia: Japan to begin accepting requests for vaccine passports from July 26

•   Nikkei Asia: Blockchain greases trade wheels between 7 Asian-Pacific economies

•   Nikkei Asia: BOJ climate change plan stirs debate over central bank role

•   Nikkei Asia: Japan bolsters human rights safeguards in textiles over Xinjiang

•   Nikkei Asia: Suga and Moon likely to hold first summit during Tokyo Olympics

•   Nikkei Asia: In Asia, government actions impact Nikkei Recovery Index

•   Nikkei Asia: JAL aims to launch flying car business in fiscal 2025

•   Nikkei Asia: US needs Japan and Korea to counter China tech: ex-Google CEO

•   Nikkei Asia: US must outcompete China for a stable relationship: Daniel Russel

•   Nikkei Asia: Beijing's Didi blast shakes $2tn of China stocks in US

•   Mainichi: 80% of university seniors in Japan secure job offers

•   Japan Times: Japan's robotics market sees boom amid pandemic

•   Economic Times: CEOs feel economy will recover swiftly, but Covid vaccine holds key

•   Economic Times: Swift recovery expected due to limited impact of lockdown on economy: Survey

•   Economic Times: Centre's dilemma: Rescue pandemic-hit sectors or boost sectors that beat the virus?

•   OilPrice.com: Brazil Plans To Be 5th-Largest Crude Exporter By 2030

•   MINING.com: Energy Fuels’ first shipment creates US-Europe rare earths supply chain

•   DIGITIMES: Server ODMs to see shipment shortfall widen in 2H21

•   DIGITIMES: TSMC posts record revenue for June, 2Q21

•   Robotics Tomorrow: Robotics: The Era of AI and Autonomy

•   Robot Report: Watch GE’s worm robot dig an underground tunnel

•   Dronelife: GE Industrial Drones Hit the Global Market: Microdrones Partnership

•   매경(P1): 재수끝에 운영허가 받은 신한울1호기…탈원전 정책 변화 올까

※   원안위: 제142회 원자력안전위원회 개최

•   매경(P1): 열사병 3명만 나와도 사업주 처벌한다…막무가내 중대재해법

※   국무조정실: [보도자료] 중대재해처벌법 시행령 제정안 입법예고

•   매경: '에어컨 세균' 감염도 중대재해법 적용한다

•   매경: 광주 철거 붕괴현장 같은 시민 피해는 처벌서 제외

•   매경: 은행영업 1시간 단축…삼성, 대면회의 금지령

•   매경: 정부, 디지털자산 첫 퇴출…코인 제도권 편입 신호탄

•   매경: "손절하려다 겨우 살았네"…델타변이 확산에 곱버스 투자자 '화색'

•   매경: 집 한채가 아쉬운데…넉달간 아파트 청약 5만가구 사라졌다, 대체 무슨 일

•   매경(P1): [단독] "정부 투기꾼 취급하지만"…임대업자 전세, 시세보다 40% 낮았다

•   매경: '싼 전세 효과' 알면서도…與, 집값폭등 주범 몰아 폐지 밀어붙여

•   매경(P1): 中, 화물선 독식에…韓 수출품 실을 배가 없다

•   매경(P1): '미지의 땅' 향한 새 항로, 폼페이오·샌델에 묻다

•   매경: ① '존경받는 기업' 발렌베리家, ESG 물결속 새 경영모델 제시

•   매경: "제2의 쿠팡 나오나"…손정의, 야놀자에 1조 투자 '몸값 10조' 평가

•   매경: "4단계前 즐겨야죠"…'마지막 불토' 집단감염 터진 홍대 펍도 북적

•   매경: 삼성전자 반사이익?…미국, TSMC 중국 공장 증설 막았다

•   매경: 블랙록 '친환경 인프라 전문' 이지스PE 인수 나선다

•   매경: "美테이퍼링 충격, 걱정할 필요 없다" [자이앤트TV]

•   매경: 노형욱 장관 "주택공급에 민간도 활용"

•   매경: "로봇 100대가 돌아다닌다"…네이버 회색건물에서 벌어질 놀라운 일들

•   한경(P1): 포스코, 분기 영업이익 2조원 돌파

•   한경: 여의도 박원순式 통개발 대신…8개 구역 나눠 재건축

•   한경: 4차 대유행에 2차추경 손질…카드 캐시백 늦추고 손실보상 대폭 늘린다

※   기재부: 2021년도 「2차 추경 범정부 TF」 2차회의 개최

•   한경: "한 달치 월급 고스란히 세금으로"…서울 집주인들 '부글'

•   한경: "지금 밀리면 끝장"…200조 '전기차' 투자전쟁 시작됐다

•   한경: "괜히 집값 자극할라"…1기 신도시 리모델링 활성화 '무산'

•   한경(P1): 미래산업·脫탄소·스토리…10대 그룹株 명암 갈랐다

•   한경: LG헬로비전·삼성엔지니어링·현대위아…그룹 내 미운오리가 어느새 '백조'로

•   한경: '기후 악당' 오명 벗었다…포스코·한화 '그린 변신'에 투자자 환호

•   한경(P1): EU發 탄소국경세 임박…수출기업 비상

•   한경: "받아들 청구서만 연 1조"…'탄소 리스크'에 한국 기업 '초비상'

•   한경: 최태원 "가족경영, 다 옳은건 아니지만 전문경영인은 큰 리스크 감당에 한계"

•   한경: 김동연, 19일 책 출간…대권 행보 시동

•   한경: 中企 노동생산성 대기업의 27%인데…

•   한경: "제조업 사망선고…최저임금 인상이 델타변이보다 무섭다"

•   한경: 1만440원 vs 8740원 '팽팽'…이번에도 '공익위원 중재안'에 달렸다

•   한경: 코로나發 디지털 혁신에 '유니콘 기업' 크게 늘었다

•   한경: 은행권 '대출 갈아타기 공동 플랫폼' 중단

•   한경: '수억 로또' 3기 신도시 사전청약 16일 시작, 주말이 두근두근

•   한경: 다가오는 자율주행차 시대…반도체 산업에 새로운 기회

•   한경: "당장 우선주 담아라"…'가치투자 대부' 강방천이 꼽은 톱픽

•   한경: SK하이닉스 스마트폰 낸드 '톱2'

•   한경: 100% 재택근무에 외부 식당 이용금지

•   한경: 이동통신 세대교체 성장통?…5G 확대 놓고 곳곳서 갈등

•   서경(P1): 실업급여 5년간 3번 이상 수령 땐 최대 절반 삭감

•   서경: 토지거래 더 옥죈다···주거지역 6㎡이상 허가 받아야

•   서경: 한달째 박스코인···"장기 침체 진입" vs "큰손 추가 매수"

•   서경: 현대엘리베이터, 우아한형제들과 로봇 연동 상품개발 합의

•   서경: “中 공산당 리스크”···기술주 2조 투자 ‘중학개미’ 눈물

•   서경(P1): 빌라도 밀리고 밀려···경기까지 거래 폭증

•   서경(P1): "소상공인에 전액 지원" 추경 재편성 급물살

•   서경: "자영업 문 닫게 생겼는데···전국민에 돈 더 뿌려봐야 의미없어"

•   서경: '추경 손질'에 곳간지기 또 패싱하나

•   서경(P1): 3억 이상 연금부자, TDF에 1순위 투자

•   서경: 15일 금통위···이번엔 금리인상 소수의견 나올까

•   서경: 신한울1호 가동으로 연간 588억 탄소배출 감축효과

•   서경: K조선, 상반기 수주량 13년만에 최대

•   서경: 한은, 정책 목표에 ‘고용안정' 추가 가닥

•   서경: [서경이 만난 사람] 임준택 회장 "해상풍력, 상생한다더니 밀어붙여···어민들 터전 잃을 판"

•   서경: 쌍용차 M&A몸값 올리기? 42년 만에 평택공장 매각

•   서경: 삼성·TSMC·인텔, 이번엔 '반도체 펠리클 大戰'

•   서경: 국내 친환경차 100만대 시대 임박···하반기 신차 가속페달

•   서경: 경기 악화에...휴가비 주는 기업 또 줄었네

•   서경: 삼성전자·SK하이닉스·마이크론 메모리 ‘끝물’ 걱정···DB하이텍 등 비메모리는 ‘강세’

•   서경: 文대통령 가입 뉴딜펀드 6개월 수익 5.3%···지수 상승률 밑돌아

•   서경: [이번주 추천주] 실적개선 기대 삼성SDI·두산·에코프로비엠 등 주목

•   조선(P1): 유럽 “원전은 녹색에너지” 지정 추진

•   조선: 원전, 바다에 띄우고… ‘후쿠시마’ 재발 막을 신기술도 속속

•   조선: 수소가 탄소제로 대안… 만들고 다루는 기술은 ‘걸음마’

•   조선: 재난지원금 10조 풀면서… 소상공인 손실보상엔 1곳당 月20만원뿐

•   조선: 공정위 또 대기업 압박 논란… “물류도 공개입찰하라”

•   조선: “文 통화로 2000만명분 확보” 자랑한 모더나, 지금껏 1.2% 들어왔다

•   조선(P1): “여름에 확산세 못막으면 최악의 가을 온다”

•   조선: 55~59세 오늘부터 모더나 예약... 접종은 26일부터

•   조선: 정부는 충분하다지만… 현장선 “수도권 중환자 병상부족 시작”

•   조선(P1): 버스 타도, 커피 한잔만 해도… 하루에 쏟아내는 탄소 8.8㎏

•   조선: 북한도 노령화 심각... ‘고령 사회’ 기준인 7% 넘어 9.6%

•   조선: 직장인 3명 중 1명 “갑질 당하고 있다”

•   조선: 40조 구독경제 잡아라… 통신3사 ‘脫통신 작전’

•   조선: 4인가구 맞벌이, 외벌이보다 30% 더 벌어서 20% 더 썼다

•   조선: 양도세 줄이려 집 한채 더 산다... 규제가 만든 ‘황당 절세법'

•   조선비즈: ‘노도강’ 집값, 1년간 서울서 가장 많이 올랐다

•   조선비즈: 한은 “중국 하반기 6%, 연간 8% 이상 성장…수출호조· 내수확대 영향”

※   한국은행: 해외경제 포커스(제2021-26호)

•   조선비즈: 스마트폰 ‘카툭튀’ 없애나…삼성전기, 차세대 광학기술 ‘메타렌즈’ 주목

•   조선비즈: 10대 건설사 쌓아둔 실탄 15조원… “주택이익증가·해외공사지연 영향”

•   조선비즈: “코로나 로봇 가치 인정 계기⋯로봇 황금기 시작”

•   조선비즈: 하반기도 수주 전쟁터는 정비사업장… 건설업계 경쟁 ‘치열’

•   조선비즈: 하이투자증권 “코로나 4차 재유행, 국내 금융시장 충격 단기간에 그칠 것”

•   조선비즈: [세종풍향계] 수도권 ‘셧다운’ 앞두고…세종 관가 ‘반짝 특수’ 회식 중

•   조선비즈: 외국인, 두 달 연속 주식 순매도

•   중앙: 과거 금리 인상기 집값 되레 상승, 고점에선 ‘빚투’ 금물

•   중앙: 금리 등 불확실성 큰 장세, 베타계수 1 미만 종목 뜬다

•   중앙: [앤츠랩]집 짓는 미국…초호황은 이미 시작됐다

•   중앙: "살려주세요, 태양광에 꿀벌 싹 사라졌어요" 한 유튜버의 호소

•   중앙(P1): 스톱워치 들고 뛰어야한다, 도쿄의 '편의점 15분 컷'

•   중앙: 9월 심판의 날 다가오는데…코인거래소 빅4도 운명 모른다

•   중앙: 떨어지면 더 산다…387만 동학개미 ‘지독한 삼전 사랑’

•   동아(P1): 멈춰야 산다, 2주간 저녁 6시 이후 3인모임 금지

※   복지부: 수도권 새로운 거리두기 4단계 시행(7.12~7.25)

•   동아: 수도권 식당 등 예약 줄취소… 강원엔 “야간라운딩 되나” 전화 불나

•   동아: “더는 못버텨… 가게 내놨다” 자영업자 망연자실

•   동아: “셧다운 전 마지막 불금”… 상인들은 “손님 평소의 절반도 안돼”

•   동아: 퇴근길 택시 3인 동승 안돼…‘야간 외출금지’ 수준 동참해야

•   동아: 자동차 넘어… ‘로봇-AI 투자’ 정의선 vs ‘실증도시 실험’ 도요다

•   동아(P1): 靑 “한일 현안 성과 낼수 있어야 정상회담 가능”

•   동아: 기세 꺾인 LCD ‘반짝특수’… 삼성-LG, 사업 철수 시기 고심

•   동아: 룸서비스-식기 수거도 로봇이 척척… 고급호텔 무인화 바람

•   문화(P1): 되살아난 ‘官治’… 뒤틀리는 금융시장

•   문화: 현대자동차·기아, 加업체와 제휴… ‘고성능 수전해 시스템’ 개발한다

•   한국: [인구와 경제] 주식투자 열풍 뒤에 '인구변화' 있었네

•   한국: 속타는 '백신 공백기'…1차 접종률 3주 새 겨우 1%포인트 올라

•   한국: 신한울 1호기, 심의 8개월 끝 조건부 승인에 울진 주민들 '반색'

•   국민: IT 공룡 GAFA 잡으려는 ‘디지털稅’ 한국엔 득? 실?

•   국민(P1): 與 “국회 이전” 한마디에… 투기 제물된 세종시

•   국민: 삼성SDI-스텔란티스 합작 가능성… ‘K배터리’ 中 추격 본격화

•   서울: 기껏 살아난 소비심리 위축… 유통가 코로나 확산 ‘초비상’

•   세계: 송배전 설비 부족…재생에너지 발전 설비 건설 과속?

•   세계: 해운 운임 최고치 행진… 변곡점 ‘안갯속’

•   한겨레: ‘친환경’ 전기차에서 나오는 ‘반환경’ 폐배터리 어쩌나?

•   한겨레: [단독인터뷰] “유럽 탄소국경세 적용, 한국기업 감축 노력에 달렸다”

•   머니투데이(P1): 유럽만 80만명 필요···불붙은 배터리 인재전쟁

•   머니투데이(P1): 잠실 리센츠 '12평'도 허가받고 매매한다…"재산권 침해" 논란

•   머니투데이: 날개단 수출의 이면…기업 60% 이익률 하락 '삼중고'

•   머니투데이: 경기모멘텀 약화 vs 조기긴축 완화…"코스피 당분간 박스권"

•   더벨: 두산그룹 계열분리, 당분간 '필요'도 '여력'도 없다

•   헤럴드경제(P1): 마켓컬리 “뉴욕 대신 한국증시 상장”

•   헤럴드경제(P1): 반값 전기차가 몰려온다 [헤럴드 뷰]

•   헤럴드경제: 테슬라 포문 열고 스텔란티스까지 맞불…불붙은 ‘반값 전기차’ 경쟁 [헤럴드 뷰-반값 전기차 시대 열린다]

•   헤럴드경제: 배터리업계 원가절감으로 승부…광물 선점·재활용 투자 주력 [헤럴드 뷰-반값 전기차 시대 열린다]

•   헤럴드경제: 삼성전자 D램 점유율 ‘1위’…지난 1분기 41.2%로 반등

•   헤럴드경제: 서울 주택 순공급 前정부보다 3만가구 감소

•   파이낸셜뉴스(P1): 기업'과징금 폭탄'… 소송 이어지며 허리 휜다

•   파이낸셜뉴스(P1): 하루 손님 단 2명… 카페 사장도, 알바도 '피마른 주말' [현장르포]

•   파이낸셜뉴스: 코로나에 닫힌 취업문… "사원줄 대신 알바 명찰 답니다" [2030 코로나세대]

•   파이낸셜뉴스: '게임스톱' 재미 본 서학개미, 단타에 빠지다

•   파이낸셜뉴스: 돈 몰리는 ESG 채권, 금리 프리미엄 붙는다

•   파이낸셜뉴스: '1회 수소 운송량 500㎏' 수소탱크 제조기술 세계 최고 [현장르포]

•   파이낸셜뉴스: 흑자전환 기대감 커지는 'LG전장사업'

•   파이낸셜뉴스: 가상자산 추락에 글로벌 기업 실적도 ‘흔들’

•   파이낸셜뉴스: [단독]'오세훈표 민간재개발’ 9월 공모…공급 확대 속도낸다

•   아시아경제: 삼성과 시너지 기대 내보인 하만CEO…"누구도 제공 못한 경험 만들 것"

•   아시아경제: 수소 생산부터 유통까지…'수소경제 선도' 가스公

•   디지털타임스(P1): 변화에 적응 못한 죄… 유통 CEO 잇단 퇴진

•   디지털타임스(P1): C쇼크·탄소세에 중대재해법… 기업 옥죄는 `트리플 악재`

•   이데일리(P1): 삼성電·하이닉스 방어 나선 홍남기 “디지털세 배분율 20%로”

•   이데일리(P1): [서초 미니신도시]①경부고속道 서초구간에 1.2만가구 들어선다

•   이데일리: "고용충격 덜했던 제조업, 코로나 장기화 땐 대규모 실직 우려"

•   이데일리: 올해 韓태양광 4GW 돌파 전망 "태양전지 수출 30% 증가"

※   수출입은행 해외경제연구소: 2021년 2분기 신재생에너지 산업 동향

•   연합: 오늘 1천100명대…수도권 이어 비수도권도 확산세, 델타변이 비상

•   연합: 1주택자 종부세 기준선은 시세 15.7억…'상위 2%' = 공시가 11억

•   연합: 한경연 "올해 상반기 골목상권 매출·순이익·고용 모두 감소"

•   연합: 상반기에 주식 의무보유 설정 11%↑·해제 23%↑

•   연합: 전남도, 해상 풍력 육성 포럼 개최…기업 유치 나서

•   뉴스1: [단독]北영변 '새로운 움직임'…폐쇄된 50㎿ 원자로 철거? 보수?

•   이뉴스투데이: [단독] 10년새 10배 성장한 민간발전 시장, 발전 5사 규모 넘었다

•   더구루: "내년 8인치 수급 타이트…파운드리 주문 급증”

•   더구루: 한수원-웨스팅, 폴란드 원전 수주전 '연대설'…배경은?

•   더구루: 플렉서블 갤럭시 노트 등판?…삼성, 차기 디스플레이 특허 대거 출원

•   뉴데일리: 박용만 회장 차남 박재원, 두산重 첫 지분 확보

•   일요신문: [단독] 고영섭 오리콤 사장 주식매수선택권 행사로 10억 원 평가손익 발생

•   에너지경제: 탈핵시민행동 "원안위, 신한울 1호기 운영허가 철회하라"

•   에너지경제: [‘과속의 덫’ 걸린 태양광산업] 가짜 농민·영농법인·곤충사육 펀법에 한탕주의 사기 기승

•   전자신문(P1): 삼성전기, 북미 전기차 업체 카메라 수주…'전장 사업 '탄력'

•   전자신문: '반도체 대란' 뚫은 현대차그룹, 2분기 역대급 실적 예고

•   디지털데일리: 文 대통령 "K-배터리 1위 목표"…韓 양극재 업계도 '증설'

•   디지털데일리: EUV 장비 쟁탈전 심화…D램 4위도 EUV 도입 선언 [IT클로즈업]

[Opinions]

•   Project Syndicate(Michael R. Bloomberg, Saleemul Huq, Agnes Kalibata): The Race to Sustainable Abundance

•   Project Syndicate(Shang-Jin Wei): The Global Dangers of Rising US Inflation

•   FT(Editorial Board): Markets reconsider the reflation trade

•   FT(Editorial Board): Fatal flaws in Australia’s hermit nation strategy

•   FT(Editorial Board): Leaseholders should not pay for the cladding crisis

•   FT(Martin Wolf): Equities are the only sensible foundation for private pensions

•   FT(Rana Foroohar): Spacs are falling short of their promises

•   FT(Robert Shrimsley): Living with Covid after the grand reopening

•   FT(Robert Armstrong): Meme stocks turn boring

•   FT(Ulrike Hoffmann-Burchardi): Investors need to prepare for the ‘Yotta Age’ of data

•   FT(Tom Mitchell): Xi and Washington’s China hawks unite against IPOs in US

•   FT(Katie Martin): A humbling week for bond bears

•   FT(David Sheppard): Opec rift is a foretaste of things to come

•   FT(Lex): Pfizer/vaccines: variants could extend Covid-19 profit injections

•   FT(Lex): Four-day working week: Iceland shows the long and the short of it

•   WSJ(Editorial Board): Biden Says Kabul Is No Saigon

•   WSJ(Editorial Board): Joe Biden, 20th Century Trustbuster

•   WSJ(Editorial Board): The Global Tax Deal Is Bad for the U.S.

•   WSJ(Editorial Board): Here Come the Climate Protectionists

•   WSJ(Editorial Board): No More ‘Captive Nations’ Week?

•   WSJ(Editorial Board): California’s Power Jam

•   WSJ(Editorial Board): The Keystone XL Goes to Court

•   WSJ(Vivek Ramaswamy): Trump Can Win His Case Against Tech Giants

•   WSJ(Michael Toth): Warning to the Real-Estate Cartel

•   WSJ(Frederick Starr, Michael Doran): To Avert Disaster in Afghanistan, Look to Central Asia

•   NYT(Paul Krugman): The Trumpian Roots of the Chip Crisis

•   NYT(Paul Krugman): mRNA and the Meaning of Life

•   NYT(Amy Wilentz): Its President Assassinated, Haiti’s Future Is Uncertain

•   WP(Editorial Board): Don’t want the FTC to act on antitrust? Tell Congress to get moving.

•   WP(Editorial Board): The forever war over Fannie Mae and Freddie Mac

•   WP(Josh Rogin): Wall Street is finally waking up to the reality of China

•   WP(Megan McArdle): Will the labor market’s Great Reset change things for workers over the long term?

•   WP(Fareed Zakaria): U.S. foreign policy needs to get over its fear of instability

•   Bloomberg(Mark Gongloff): Covid Relief Has Infrastructure Money For Schools, Subways

•   Bloomberg(Niall Ferguson): China’s Attacks on Tech Are a Losing Strategy in Cold War II

•   Bloomberg(Daniel Moss): China's Rate Cut Foreshadows a Weaker Than Expected Economy

•   Bloomberg(Noah Smith): The Best Prescription for Growth? National Health Care

•   Bloomberg(John Authers): Reflation Trade Is Feeling the Weight of Pandemic History

•   Bloomberg(Robert Burgess): Corporate Earnings: $45.03 a Share Estimate for S&P 500 Is Bullish for Market

•   Bloomberg(Julian Lee): OPEC Is Letting the Oil Bears Play

•   Bloomberg(Brooke Sutherland): Covid Stimulus Offers Trove of Cash for Infrastructure

•   Bloomberg(Anjani Trivedi): The Big Question: Is Investing in Crypto Worth the Risk?

•   Bloomberg(Michael R. Strain): After Covid, the New Normal Will Look a Lot Like the Old Normal

•   Bloomberg(Tae Kim): Peak PC? Pandemic Sales Boom Is Set to Expire

•   Bloomberg(Andrea Gabor): Infrastructure Plan Needs to Give Schoolchildren Better Broadband

•   CNBC(Frederick Kempe): The crackdown on Didi and companies like it could cost China as much as $45 trillion in new capital flows by 2030

•   CNBC(Ron Insana): The bond market agrees with the Federal Reserve — inflation is temporary

•   MarketWatch(Michael Brush): The bull market in stocks may last up to five years — here are 6 reasons why

•   Caixin(Vincent Chan): Why China Can Avoid Massive Economic Stimulus

•   매경(사설): 간신히 조건부 허가받은 신한울 1호기, 탈원전 폐기 전환점 돼야

•   한경(사설): 우여곡절 신한울 조건부 허가…'억지 탈원전' 이젠 바로잡아야

•   한경(한상춘): 美 국채금리 급락은 '제2 닷컴버블 붕괴' 신호?

•   서경(사설): 신한울 3·4호기 건설 재개하고 탈원전 망령 벗어나야

•   서경(최기련): 전력정책 구조 개혁 시급하다

•   중앙(사설): 탈원전 허상이 빚어낸 신한울 1호기의 지각 허가

•   한국(사설): 안전과 경제적 피해 동시 고려한 신한울 1호기 허가

•   파이낸셜뉴스(사설): 신한울 1호기 가동, 만시지탄이나 다행

•   디지털타임스(사설): 원안위, 신한울1호 승인…3·4호도 즉각 공사 재개해야