Business Intelligence Monitor 210714

(Introduction)

[Markets]

•   Global: Stocks, debt yields slip on U.S. CPI, poor bond auction

•   US: Treasury Yield Curve Resumes Steepening After Weak Bond Auction

•   Oil: Oil Advances to 33-Month High on Warning About Supply Crunch

•   Metals: Copper slides after decline in Chinese imports

•   Iron ore: Iron ore price up on China’s export growth

•   Grains: Corn up on supply worries, soy follows vegoils higher

•   한국: 코스피, 이틀째 상승…외국인·기관 순매수

•   한국: 네이버, 시총 3위 탈환…골드만 "목표가 상향"

•   한국: 두산그룹주 혼조, 오리콤 7%대 급락 두산 두산퓨얼셀 소폭 상승

[Indicators]

•   US Jun. CPI: Inflation Accelerated in June as Economic Recovery Continued

※   WSJ: Inflation Hits Some Prices More Than Others

※   WSJ: Inflation Set to Medium-High

•   US Jun. Fiscal account: Budget Deficit Narrowed in First Nine Months of Fiscal Year

•   US Jun. NFIB Business optimism index: U.S. Small-Business Optimism Index Climbs to an Eight-Month High

•   US Jun. Construction backlog: Construction Backlog and Builder Confidence Rise in June with Expectations for Continued Growth

•   UK Jun. Retail sales: UK retail sales jump in June buoyed by sport and good weather

•   China Jun. Balance of trade: China’s Export Engine Accelerates, Defying Expectations

※   CNN: China trade: Global demand for Chinese-made goods is soaring and shipping delays are easing too

※   Bloomberg: China’s Crude Imports Climb as Refiners Emerge From Maintenance

※   Global Times: Trade with US up 45.7% in H1, highest rate among China's major partners

•   한국 5월 통화 및 유동성: 5월 시중통화량 3385조원…한 달 새 21조3550억 늘어

•   한국 6월 수출입물가: 6월 수입물가 두 달째 상승…6년 9개월來 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: U.S. Covid-19 Case Counts Have Doubled in Recent Weeks

•   WSJ: J&J, AstraZeneca Explore Vaccine Modification

•   WSJ: Countries Signal Doubts About Delta Protection From Chinese Vaccine

•   WSJ: Yellen Says EU Delay on Digital Tax Helps Global Corporate-Tax Deal

•   WSJ: Fed’s Bullard: Time Is Right to Pull Back on Central Bank Stimulus

•   WSJ: OPEC+ Uncertainty, Virus Variant Worries Linger in Oil Market, IEA Says

※   IEA: Oil Market Report - July 2021

•   WSJ: JPMorgan’s Jamie Dimon Says the U.S. Consumer Is Raring To Go

•   WSJ: Customers Are Back at Restaurants and Bars, but Workers Have Moved On

•   WSJ: Commerce Department to Tap Former Pentagon Official for Export-Control Post

•   WSJ: Two Haitian Adversaries Vying for Power Are Negotiating to Bring Stability, Elections

•   WSJ: South Africa’s Looting, Violence Reflect Inequalities Exacerbated by Covid-19 Pandemic

•   WSJ: China Imprisons Uyghur Businessmen Once Seen as Bridges to Community

•   WSJ: OPEC Spat Spotlights Saudi Arabia’s Struggle to Kick Oil Dependency

•   WSJ: SPACs Are Helping Tougher Renewable Businesses Find the Light

•   WSJ: Boeing Slows Dreamliner Production After New Manufacturing Issue

•   WSJ: Airbus Soars Past Boeing by Showing Little Mercy to Struggling Customers

•   WSJ: China Clears Tencent-Sogou Deal

•   WSJ: Goldman, JPMorgan Deal Making Pushes Profits Higher

•   WSJ: Musk Defends SolarCity Deal: ‘The Goal Is Not to Be a Car Company’

•   WSJ: Google Fined $593 Million in France Over Treatment of News Publishers

•   WSJ: Humanoid Robot Keeps Getting Fired From His Jobs

•   NYT: U.S. Officials Press Pfizer for More Evidence of Need for Booster Shot

•   NYT: Hydrogen Is One Answer to Climate Change. Getting It Is the Hard Part.

•   NYT: Drought Hits the Southwest, and New Mexico’s Canals Run Dry

•   NYT: Jill Biden will travel to Tokyo to attend the opening of the Summer Olympics.

•   NYT: REvil, Hacking Group Behind Major Ransomware Attack, Disappears

•   NYT: Latin America Unrest Forces Biden to Confront Challenges to Democracy Close to Home

•   WP: Biden calls passing voting legislation ‘a national imperative’ and castigates voting restrictions based on ‘a big lie’

•   WP: Quiz: How inflation affected the price of common consumer goods - Washington Post

•   WP: As Cuba sees rare protests, Biden walks a tightrope on U.S. policy

•   WP: As England and other countries make mask-wearing optional, scientists worry about a surge in coronavirus cases

•   WP: Death toll rises to 72 in South Africa as violence triggered by Zuma arrest escalates

•   FT: Biden to warn US companies on risks of operating in Hong Kong

•   FT: Investors turn ‘much less bullish’ on global growth and profits

•   FT: Brussels offers financial cushion to get support for climate plan

•   FT: Boris Johnson sees off Tory rebellion on overseas aid cuts

•   FT: Companies wrestle with Covid safety as relaxation of rules in England looms

•   FT: BoE removes restrictions on bank dividends and share buybacks

※   BoE: Financial Stability Report - July 2021

•   FT: US struggles to track Delta variant due to fragmented health system

•   FT: Joe Biden styles himself as a 21st century ‘trust buster’

•   FT: Biden energy agenda on collision course with reality, shale banker says

•   FT: Brazil’s Bolsonaro takes aim at election in echo of Trump

•   FT: Afghan warlords mobilise to counter Taliban onslaught

•   FT: Supply chain pressures put Asia’s manufacturing recovery at risk

•   FT: Pop star’s anti-elite party wins Bulgarian election

•   FT: Cuba cracks down on internet in attempt to quell protests

•   FT: The quest for the investment Holy Grail — an index of everything

•   FT: ESG investing: funds weigh sovereign debt profits against human rights

•   FT: Rivals rush to take advantage of security crackdown on China’s Didi

•   FT: VW lifts profit targets as it outlines battery production plans

•   FT: EU rules will make electric cars more profitable than petrol, says VW executive

•   FT: Nokia to lift financial guidance for 2021 as turnround progresses

•   FT: Environmentalists cast doubt on carbon offsets

•   Bloomberg: Biden Team Weighs Digital Trade Deal to Counter China in Asia

•   Bloomberg: Powell Faces Biden Policy Quiz With Renomination in Background

•   Bloomberg: More J&J Vaccines Made by Emergent Are Released by FDA

•   Bloomberg: CDC Vaccine Panel to Review Nerve Disorder Tied to J&J Shot

•   Bloomberg: Lawrence Summers Meets With Biden Advisers Amid Inflation Fears

•   Bloomberg: Goldman Says Pandemic Is Shaping a More Productive U.S. Economy

•   Bloomberg: Khan’s Construction Bet Sees Cement Firms Boosting Investment

•   Bloomberg: Fed’s Daly Says Inflation Temporary, Taper May Start by Year-End

•   Bloomberg: U.K. Trade Secretary Downplays Outlook for U.S. Trade Deal Soon

•   Bloomberg: One Million People Are Still Shielding From Covid in England

•   Bloomberg: Face Masks Set to Remain Compulsory on London Underground

•   Bloomberg: Iran Nuclear Talks Seen Withering Until August as Oil Market Heats Up

•   Bloomberg: Dovish China Tilt Divides Market on Rate Cut, Slowdown Fears

•   Bloomberg: PBOC: China Monetary Policy Same Despite Bank Reserve Rate Ratio Cut

•   Bloomberg: South Africa Coronavirus Deaths Rise to Highest Since Jan. 27

•   Bloomberg: Deadly Riots Cast Pall Over South Africa’s Economic Recovery

•   Bloomberg: Taiwan Envoy Calls BioNTech’s China Vaccine Rules ‘Ridiculous’

•   Bloomberg: Malaysia Shutters Vaccination Centre After Staff Test Positive

•   Bloomberg: Malaysia’s Covid Cases May Rise From Record Before Levelling

•   Bloomberg: Kuwait Looks to Gas Imports as Gulf States Aim to Burn Less Oil

•   Bloomberg: Arab Spring Redux? Middle East Most Exposed to Food Prices: Map

•   Bloomberg: Japan for First Time Mentions Taiwan Stability in Defense Paper

•   Bloomberg: Japan’s Suga Heads Into Olympics Test With Support at Record Low

•   Bloomberg: Israel Sees No Need to Administer Third Pfizer Shots to Everyone

•   Bloomberg: Iranian Official Charged in Plot to Kidnap U.S.-Based Critic

•   Bloomberg: Fed’s Daly Says Inflation Temporary, Taper May Start by Year-End

•   Bloomberg: BofA Survey Signals Cyclical Boom Behind 2021 Rally Has Peaked

•   Bloomberg: These Charts Show Bitcoin’s Comedown, and Where It Might Go Next

•   Bloomberg: U.S. Oilfield Service Jobs Slow to Recover Pandemic Losses

•   Bloomberg: U.S. Oil Consumption Surging With Industry Firing at Full Blast

•   Bloomberg: Ho Chi Minh City Tells Samsung to Suspend Factory Amid Outbreak

•   Bloomberg: Americans’ Shift to Be Their Own Bosses Is Lasting in Pandemic

•   Bloomberg: Nissan CEO Says $1.4 Billion U.K. EV-Making Hub ‘Just a Start’

•   Bloomberg: ESG Bond Sales Sprint to $1 Trillion as Investors Force Change

•   Bloomberg: Groups Seek $2.1 Trillion in Climate Spending in Next Bill

•   Bloomberg: Biden Climate Czar Vows Clean-Energy Edict If Congress Fails

•   Bloomberg: U.S. Companies Say Climate Change Is a Problem—But Still Lobby Against Solutions

•   Bloomberg: China’s Giant Carbon Market to Start Trading This Week

•   Bloomberg: World’s Biggest Green Energy Hub Proposed for Western Australia

•   Bloomberg: Shell Sees Opportunity as Carbon Capture Market Evolves

•   Reuters: U.S. ramps up warnings of business risks in China's Xinjiang region

※   Treasury Department declined to comment on a Financial Times report

•   Reuters: Indonesia reports record COVID-19 cases, orders oxygen supplies

•   Reuters: COVAX struggling as some nations bid more for scant vaccines, says WTO

•   Reuters: White House still sees inflation abating, can't say exactly when

•   Reuters: Merkel, Biden face tough talks on Russian gas pipeline, China

•   Reuters: EU reviews J&J COVID-19 shot for rare nerve disorder after U.S. warning

•   Reuters: In boost to recovery, EU approves investment plans of Italy, France, Spain

※   European Commission: NextGenerationEU: European Commission raises further €10 billion in a successful third bond to support Europe's recovery

•   Reuters: Merkel says COVID curbs to stay until more Germans get shots

•   Reuters: 'We have rights': the French health workers furious about COVID vaccine order

•   Reuters: Rush for COVID vaccines as France may ask for proof of immunization

•   Reuters: ECB's new guidance must show there is leeway on inflation -Centeno

•   Reuters: ECB to taper pandemic buys after Sept, COVID-19 variants top risk: Reuters poll

•   Reuters: Spain surpasses 4 million coronavirus cases since pandemic began

•   Reuters: EU carbon border levy limbers up for a soft launch

•   Reuters: EXCLUSIVE European efforts to assess Russia’s Sputnik V vaccine stymied by data gaps

•   Reuters: IMF and Argentina cite progress in $45 bln debt talks

•   Reuters: Blinken to stress ASEAN's central role in ministerial meeting

•   Reuters: Delta variant cases in Turkey nearly triple in a week - minister

•   Reuters: Myanmar's COVID crisis worsens as mistrust of junta infects health system

•   Reuters: Japan to provide millions more vaccine doses to Taiwan, Asian neighbours

•   Reuters: BOJ to offer cautiously upbeat view on economy as COVID curbs weigh

•   Reuters: Sydney's COVID-19 cases ease but lockdown extension still looms

•   Reuters: Asian bonds' June foreign inflows are biggest in two years

•   Reuters: Exclusive: Universal Hydrogen in zero-carbon plane deals with Icelandair, others

•   Reuters: Analysis: Delta-spurred curbs cloud European recovery outlook

•   CNN: America's deep political fissures could cost the country its perfect credit rating

•   CNN: Corporate America is used to making money. But not like this

•   CNBC: Biden's agenda and legacy depend on Congress this summer

•   CNBC: Delta variant's surge brings new uncertainty to the economic recovery

•   CNBC: Delta variant: Here's a map showing where low vaccination rates meet high case counts as infections surge

•   CNBC: Fauci says he would be ‘astounded’ if Pfizer, Moderna and J&J Covid vaccines don’t get full FDA approval

•   CNBC: What we know about how Covid-19 affected older workers and employment

•   CNBC: UBS raises S&P 500 year-end forecast because of giant profit comeback

•   CNBC: Top electric car stocks set to enter a 'supercycle': Wall Street analysts

•   CNBC: Black Swan' author Nassim Taleb says bitcoin is worth zero

•   CNBC: Great Resignation: Employers don't think a lot of employees will quit

•   Fox Business: Today's inflation to look like 'small potatoes' if Democrats jam through more massive spending: McConnell

•   SCMP: Raw sewage from Chinese fishing vessels is killing South China Sea coral reefs and can be seen from space, claims US firm

•   SCMP: China’s slowing economy needs fiscal spending to aid post-coronavirus recovery, hit growth target

•   SCMP: China tells counties to power on with small solar projects as state giants eye pilot scheme

•   SCMP: Chinese quantum computer ‘sets record’ in processing test

•   SCMP: China designs hypersonic jet bigger than Boeing 737 with wings like Concorde

•   Global Times: World's first commercial modular small reactor starts construction in S. China Hainan

•   Nikkei Asia: Chip shortage forces Panasonic to cut output of home solar panel part

•   Nikkei Asia: TSMC says no further COVID cases found but testing to continue

•   Nikkei Asia: Chinese companies corralling land around world

•   Nikkei Asia: No exit: A generation of young Afghans faces end of the US era

•   Japan Times: Southeast Asia COVID-19 surge hits Japanese firms' supply chains

•   Economic Times: S&P retains India's sovereign rating at 'BBB-' with stable outlook

•   Power Engineering: 1.98-GW India coal-fired plant ready to enter operations by August

•   MINING.com: Copper mining is Opec on crack, so why is the price falling?

•   DIGITIMES: IC materials distributors see clear order visibility through 1Q22

•   DIGITIMES: Vietnam keen to help Foxconn plants resume full production in wake of COVID

•   DIGITIMES: Notebook component suppliers turn cautious due to market uncertainties in 2H21

•   DIGITIMES: Malaysia lockdown could worsen global IC shortage

•   Robot Report: Festo advances robot programming with AI

•   Robot Report: Researchers develop human-aware motion planning algorithm

•   매경(P1): 줄폐업 아우성인데…5.1%나 올린 최저임금 [뉴스&분석]

•   매경: "단 한명 있는 알바도 자를 수밖에" 카페 편의점發 고용감축 현실 됐다

•   매경(P1): 與, 전국민 재난지원금 결국 강행

•   매경: [단독] 부산시, 디지털자산거래소 만든다

•   매경: [단독] 노인파산 사상 최대…10명중 4명이 60대 이상

•   매경: 1000만원 못갚아 파산 신청한 노인도…수입 끊기면 바로 빚의 늪에 빠져

•   매경: 은퇴앞둔 50대, 8%만 연금 노후 생활…OECD 노인빈곤율 1위

•   매경: "집주인 들어온다길래 새 전세 구했는데…실거주 백지화 세입자 한숨"

•   매경: "재건축 실거주의무 백지화 당연…임대차3법도 폐기해야"

•   매경: 입법 때부터 부작용 경고 잇따라…與 1년 끌다 피해 키워

•   매경: "부동산시장 버블에 가깝다…11월 전후 한은 금리인상 가능성"

•   매경: [단독] 건설폐기물 99% 재활용하는데…환경부 "더 줄여라"

•   매경: 고용창출 급하다더니…일자리 예산 집행률 한자릿수

•   매경: 탈원전 정부, 기업 5400곳에 "전기 사용 줄여라"

※   산업부: 수요반응(DR)으로 지능형 전력 수요관리

•   매경: 현대차 자율주행 로보셔틀 세종시 달린다

•   매경: LG 이어 삼성까지…남아공 폭동에 피해

•   매경: IT 접목한 '커넥티드 카' 경쟁 트럭·버스 등 상용차로 확대

•   매경: 카카오·쏘카·티맵…대리운전 어디다 맡길까

•   매경: 사람처럼 데이터 다루는 로봇사원 나온다

•   매경: 셀트리온 코로나 치료제 중증 발생 70% 낮춰

•   매경: 삼성 8만전자에 펀드도 발목잡혔다

•   매경: 삼천피에 유상증자 봇물…기업들 17조원 '실탄 충전'

※   예탁결제원: 2021년 상반기 유무상증자 현황

•   매경: 서울 빌라 거래 6개월째 아파트 추월

•   한경(P1): [단독] '사사오입' 논란에…與, 종부세 '억단위 반올림' 철회

•   한경(P1): [단독] '가구업계 1위' 한샘, M&A 매물로 나왔다

•   한경: 암호화폐 규제 입법 본격화

•   한경: "국내 코인 거래소, 이대론 환전소로 전락"

•   한경: "4대 거래소면 충분? 공정한 경쟁 아냐…검증책임 은행에 떠넘겨"

•   한경: 은성수 "암호화폐 578개 분석 중…규제 법안 위한 기초작업"

•   한경: [단독] "알바 최저임금 오르면 정규직 임금도 따라 오른다"

•   한경: 기업 유치 목맨 지자체들…産團 조성에 과도한 보증

•   한경: 10대 그룹, 부산세계박람회 유치 힘 모은다

•   한경: 한은, 디지털화폐·10만원권 도입 여론조사

•   한경: LG '배송 로봇' 실내외 자유롭게 이동

•   한경: 현대차·SK가 투자한 美 차세대 배터리, LG테크놀로지벤처스도 베팅

•   한경: 네이버, 판매자-물류기업 연결…쿠팡에 맞불

•   한경: "도산팀이 도산할 판"…대형로펌의 푸념

•   한경TV: [단독] '돌파감염'에도 추가 접종은 없다…"백신 여유 없어"

•   서경(P1): [시그널] 두달새 3개 호텔 철수···'관광 1번지' 명동의 몰락

•   서경(P1): 수소에 미래 건 신동빈···롯데케미칼 2030년까지 4.4조 '통큰 투자'

•   서경: "2030년 수소로 3조 벌겠다"···신동빈, 화학사업 체질 확 바꾼다

•   서경: 경기 전망 밝다는 중진공···중소기업 현장선 '갸우뚱'

•   조선(P1): 다음주 한반도 덮치는 열돔, 2018년 버금갈 폭염 온다

•   조선(P1): 델타변이 3주 연속 2배… 정부, 눈뜨고 당했다

•   조선: 접종 완료땐 99% 델타 안걸린다?... 팩트체크 해봤습니다

•   조선: 백신 접종 완료자는 안 걸린다? 화이자 88%, 아스트라 60% 예방

•   조선: 인체 세포에 더 쉽게 침투하고, 항체공격 무력화도 뛰어나

•   조선: 中백신 자가격리 면제는 제일 먼저, 입국자 PCR검사는 뒤늦게

•   조선: 최저임금의 역습… 소주·맥주 자판기까지 나왔다

•   조선비즈: 美 화이자 백신 79만9000회분 국내 도착…고3·교직원에 접종

•   조선비즈: 4세대 D램 세계 최초 타이틀 경쟁 재점화…삼성·SK·마이크론 3파전

•   조선비즈: 상반기 자산유동화증권 발행 지난해보다 8.2조 줄어

•   조선비즈: 8인치 파운드리 품귀 내년까지…‘키파운드리 인수’로 돌파구 찾는 SK하이닉스

•   조선비즈: 中 물량 공습 탓에… 해운업 호황에도 선박유 수익은 ‘시들’

•   조선비즈: 주택 공급 확대 피부에 와닿지 않는 이유… “더디기만 한 건축 허가·착공”

•   조선비즈: [세종풍향계] ‘전국민지원금’에 기재부 예산실 ‘쇼크’…”설마 2년 연속 3번 추경?”

•   중앙: 서울시 “백신 100만회 분 공급되면 20·30대 청년층 우선접종”

•   중앙: 옛날 그 '노도강' 아니다…1년새 5억, 집값상승 1~3위 싹쓸이

•   동아(P1): 백신 예약, 마스크처럼 ‘요일제’ 검토

•   동아: [단독]‘1차추경 집행률 1% 사업’도 2차추경 또 편성

•   동아: “반도체, 경쟁국만큼은 지원해야… TSMC 잡으려면 이재용 사면 필요”[파워인터뷰]

•   동아: 韓銀 연내 금리인상, 델타변이 변수 돌출… 美-유럽도 긴축론 주춤

※   기재부: 거시경제금융회의 개최

•   동아: 금융위 “대우건설 매각 졸속 여부 살펴볼것”

•   동아: 삼성-한화-현대차 등 6개그룹 금융 감독 받는다

•   문화(P1): 소상공인 위한 ‘제로페이’, 상품권 유통창구로 변질

•   한국(P1): 방역 이어 모더나 백신도 '펑크' ... 커지는 정부 책임론

•   한국(P1): 日 방위백서, 한일관계 악화 원인으로 독도방어훈련 콕 집었다

•   국민(P1): 한·미 훈련, 이번에도 시뮬레이션만 할 듯

•   한겨레: 일본, 원자력 ‘가격 신화’도 무너졌다…“2030년 태양광이 더 저렴” 첫 인정

•   한겨레: 현대중공업 노사 잠정합의안 마련…크레인 점거·파업 중단

•   한겨레: 채권전문가 89% “한은 기준금리 동결” 예상

•   한겨레: ‘버블이냐, 실물경제냐’…15일 금통위 앞둔 ‘중앙은행 역할론’

•   경향: [단독]‘노쇼 백신’ 활용 통합시스템 없어 얀센 1000명분 버려질 뻔 했다

•   머니투데이(P1): 서울 휘발유값 1700원 넘었다…기름 모자라 당분간 더 오른다

•   머니투데이(P1): "헬스장 발라드 기막혀" 쏟아진 비판…정부, 방역수칙 또 바꿀 수도

•   머니투데이: EU 탄소국경세 도입 현실화…국내기업 영향도 상당할 듯

•   머니투데이: 코로나 피해 中企에 '보조금·납품단가 연동제' 추진으로 '인공호흡'

•   머니투데이: 현대차 3년만의 파업 일단 피했다..노사 14일 단체교섭 재개

•   더벨: 무너진 칭화유니…삼성·SK 반사효과 미미

•   헤럴드경제(P1): “정치판, 완전히 바뀌어야”…김동연, 사실상 대권도전

•   헤럴드경제: 팬데믹이 만든 ‘타의적’ 재택근무...근로형태 ‘변혁’ 신호탄 쐈다

•   헤럴드경제: 다시 경기민감株의 시간?...상반기 주도주 지위 찾을까

•   파이낸셜뉴스(P1): 셧다운·최저임금 ‘연타’ 中企·일자리 무너진다

•   파이낸셜뉴스(P1): 전장 키우는 삼성전자, 車 이미지센서 첫 출시

•   파이낸셜뉴스: 중대재해 예방·감독할 컨트롤타워 닻 올랐다

•   파이낸셜뉴스: '코로나 특수' 쑥쑥 크던 PC 시장, 하반기엔 둔화

※   IDC: PC Demand Remained Strong in the Second Quarter Amid Early Signs That Market Conditions May Be Cooling, According to IDC

•   아시아경제: [新무역장벽 탄소세②]EU發 보호무역에 중·러 직격탄…보복 악순환 부른다

•   아시아경제: [新무역장벽 탄소세②]탄소중립위원장 "탄소중립은 경제문제…인식 바꿔야"

•   아시아경제: 脫서울·사전청약까지…씨마른 경기 전세

•   디지털타임스: [밸류체인 변화, 혁신기업이 뛴다] "K수소경제 이끈다"… 탄소제로 `그린수소` 생산 정조준

•   디지털타임스: [밸류체인 변화, 혁신기업이 뛴다] "2030년까지 수소 공급가 ㎏당 4000원으로 낮출것"

•   이데일리: [단독]“대출규제 풍선효과 커질라”…5대협회 소집한 당국

•   이데일리: 극일 첨병된 '불화수소 가스'···국산화 시대 열었다

•   이데일리: ‘갤럭시 폴드3’에 ‘S펜’ 호환된다…美FCC 인증 받아

•   이데일리: "연기금, 팔만큼 다 팔았다"…빈집털이 전략 써볼까

•   연합: 오늘 1천500명대 '최다' 기록…비수도권 거리두기 단계 오전 발표

•   연합: 미래 로봇 키우는 LG…부진했던 자회사 로보스타도 터닝 포인트

•   e대한경제: 엎친데 덮친 노조 리스크…夏鬪 나서는 노조

•   e대한경제: [단독]文정부, 대기업 '지방 이전' 밀어붙인다

•   더구루: [단독] 두산, 호주 폐자원에너지화플랜트 시장 진출

•   더구루: 포스코에너지 "'증권법 위반' 퓨얼셀 조사 권한 요청" 美법원 기각

•   더구루: [여의屋] 삼성은 지금 '제2의 비트코인' NFT 열공 중

•   전자신문(P1): LG화학, 2023년 세계 최대 'CNT 생산능력' 갖춘다

•   전자신문: 삼성 '마이크로 LED TV' 라인업 확대 나선다

[Opinions]

•   Project Syndicate(Barry Eichengreen): The Stablecoin Illusion

•   Project Syndicate(Bernard Haykel): Bernard Haykel Says More…

•   Project Syndicate(Werner Hoyer): Deepening the EU-African Partnership

•   Project Syndicate(Brahma Chellaney): Biden’s Afghan Blunder

•   FT(Editorial Board): Opec is having to adapt to a new oil reality

•   FT(Martin Wolf): The G20 has failed to meet its challenges

•   FT(Janan Ganesh): The real separation of powers in modern America

•   FT(Martin Sandbu): The European school of central banking is no more

•   FT(Sarah O'Connor): Benefit cuts focus debate on shape of post-Covid safety net

•   FT(Constanze Stelzenmüller): Sharper strategic thinking will help Germany mend fences with US

•   FT(Robert Armstrong): The China discount widens

•   FT(Sony Kapoor): Why a global fund is needed to cut currency risk for developing nations

•   FT(Tabby Kinder): Hong Kong ‘doxing’ crackdown stirs further fears for business

•   FT(Lex): MSCI ultimate index: fascinating but futile exercise

•   WSJ(Editorial Board): An Uprising of Despair in Cuba

•   WSJ(James Freeman): The Dwindling Value of a Dollar

•   WSJ(Holman W. Jenkins, Jr.): Realism About Vaccine Hesitancy

•   WSJ(Bobby Jindal): Biden’s Shrewd Infrastructure Strategy

•   NYT(Paul Krugman): The Durable Myth of Urban Hellholes

•   NYT(Ali Wolf): Post-Covid Relocations to Cheaper Cities Are Hurting Locals

•   NYT(Nelson Lichtenstein): America’s 40-Year Experiment With Big Business Is Over

•   WP(David Ignatius): The world economy is slowly rebounding. But challenges still lie ahead.

•   WP(Hamid Mir): India may be talking to the Taliban. Here’s why we should welcome it.

•   WP(Kyle Wiens): The Biden administration thinks you should be allowed to fix the things you buy

•   Bloomberg(John Authers): Weaker Yuan May Be an Inflation Salve for the World

•   Bloomberg(Andy Mukherjee, Tim Culpan): Biden Can Win Friends and Outflank China With an Indo-Pacific Digital Trade Deal

•   Bloomberg(Shuli Ren): Will ByteDance Be Used Against Didi in U.S. Class Action Lawsuits?

•   Bloomberg(Brooke Sutherland): This Industrial Giant Expects Inflation to Be Sticky

•   Bloomberg(Karl W. Smith): Biden Can Promote Both Workers and Competition

•   Bloomberg(Jonathan Bernstein): Midterms 2022: Biden Can Draw Lessons from Kennedy, Clinton and Carter

•   Bloomberg(James Stavridis): Ending Chaos in Haiti Is Not a Job for U.S. Troops

•   Bloomberg(Lionel Laurent): Summer Vacation Is Not Going to Keep Coronavirus at Bay. Only Jabs Will.

•   Bloomberg(Bobby Ghosh): Biden Can Challenge China With a Digital Trade Deal

•   Bloomberg(Lisa Abramowicz): Wall Street Outpaces Main Street in Post-Pandemic Recovery

•   Bloomberg(Lena Komileva): Christine Lagarde Prepares the ECB for a Big Credibility Test

•   CNN(Mark Wolfe): Rising gas prices will hurt low-income families the most. The government needs to help

•   MarketWatch(Steven Blitz): Underlying inflation is already decelerating

•   MarketWatch(Bernard Baumohl): This surge in inflation will soon be history — because companies will sacrifice profit for market share

•   Reuters(Andy Home): Fund managers give copper a wide berth as China cools

•   Caixin(Shen Jianguang): Inflation Is a Global Concern, Not So Much for China

•   매경(우태희): EU발 탄소규제에 적응하기

•   한경(이덕환): 여름철 전력 수급 불안은 脫원전 때문

•   한경(문재도): 지금의 에너지 전환은 혁명인가?

•   조선(최기련): 한미 ‘원전 동맹’으로 脫원전 굴레 벗어나야

•   조선(한삼희): 지붕 태양광 165배 늘리겠다는 ‘2050 탄소중립’ 탁상공론

•   한국(이형희): 큰코다칠 ESG 워싱(washing)