Business Intelligence Monitor 210715

(Introduction)

[Markets]

•   Global: Stocks rebound, yields fall as Fed's Powell soothes market

•   Oil: Oil slides 2% on oversupply fears after OPEC wrangles an agreement

•   Metals: Copper slips on worries about inflation, weak China demand

•   Iron ore: Iron ore price holds above $200 but China outlook is clouding

•   Grains: Corn, soybeans hit one-week high on U.S. weather worries

•   한국: 코스피, 0.2% 하락 3,264 마감…개인 6천억 순매수

•   한국: 두산그룹주 방향 못 잡아, 두산 5%대 오르고 오리콤 6%대 내려

•   한국: 환율 뜀박질…장중 1150원도 뚫어

[Indicators]

•   US Jun. PPI: Producer Prices in U.S. Surge in June, Exceeding Forecasts

•   US Weekly Mortgage rates·applications: Weekly mortgage refinances spike 20% after interest rates drop to February low

•   Eurozone May Industrial production: Supply bottlenecks drag down eurozone manufacturing output

•   UK May House prices: UK house price inflation sped up to 10% in May - ONS

•   UK Jun. CPI·PPI: Bank of England official says monetary policy could be tightened sooner

•   India Jun. WPI: India’s rising inflation puts pressure on Modi government

•   Canada Benchmark rate: Bank of Canada Boosts Inflation Forecast, Dials Back Bond Buying

•   Turkey Benchmark rate: Turkey Holds Rates Again as Inflation Rules Out Summer Cut

•   한국 6월 고용: 6월 취업자 58.2만명↑…4차 대유행 여파에 다음달은 '안갯속'

※   조선: [NOW] 직원 둔 자영업자 31년 만에 최저

※   조선: 늘어난 취업자 47%가 단순노무직인데 개선세 뚜렷?

•   한국 6월 ICT 수출: 올 상반기 ICT 수출 1,030억弗 '역대 2위'

•   한국 6월 가계대출: 주담대에 전세자금까지… 상반기 가계대출 41.6조 폭증

[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: EU, China Unveil Plans to Cut Carbon Dioxide Emissions

※   European Commission: European Green Deal: Commission proposes transformation of EU economy and society to meet climate ambitions

•   WSJ: Europe’s Carbon Prices Are Going Global

•   WSJ: China’s National Emissions Trading Set to Begin

•   WSJ: Powell Says Inflation to Remain Elevated Before Moderating

※   Fed: Testimony by Chair Jerome H. Powell - Semiannual Monetary Policy Report to the Congress

•   WSJ: Beige Book Flags Business Inflation Fears

※   Fed: Beige Book - July 14, 2021

•   WSJ: Senate Democrats Agree to $3.5 Trillion Healthcare and Antipoverty Plan

•   WSJ: What’s in Democrats’ $3.5 Trillion Budget Plan—and How They Plan to Pay for It

•   WSJ: Centrist Democrats Take Neutral Stance on $3 Trillion Spending Bill

•   WSJ: Not All Infrastructure Projects Are Worth It, Paper Finds

※   Aspen Institute Economic Strategy Group: Economic Perspectives on Infrastructure Investment

•   WSJ: OPEC Reaches Compromise With U.A.E. Over Oil Production

•   WSJ: Passport Delays to Persist, State Department Says, Even With More Staffing

•   WSJ: Lumber Prices Are Down, but Don’t Expect New Houses to Cost Less

•   WSJ: As U.S. Home Prices Surge, American Buyers Set Their Sights on Europe

•   WSJ: Covid-19 Vaccines Are Becoming Mandatory in Parts of China

•   WSJ: Brazil President Bolsonaro Flying to São Paulo for Possible Emergency Surgery

•   WSJ: What Is Happening in South Africa? Riots After President Jacob Zuma’s Arrest

•   WSJ: Bank of America’s Profit Jumps, but Revenue Takes a Hit

•   WSJ: Citigroup Profit Climbs to $6.2 Billion

•   WSJ: Delta Reports First Profit Since Covid-19 Pandemic, Helped by U.S. Aid

•   WSJ: Facebook Seeks FTC Chair Khan’s Recusal in Antitrust Case

•   WSJ: Alibaba and Tencent Consider Opening Up Their ‘Walled Gardens’

•   WSJ: Chip Shortage Has Spawned a Surplus of Fraudsters and Fake Parts

•   WSJ: Green-Tech Startups Are Getting Fresh Wave of Cash

•   WSJ: Most Companies Kept Supply-Chain Sustainability Goals Despite Covid-19

•   WSJ: Broadcom Isn’t in a Buyer’s Market

•   WSJ: Carbon Offsets Are Taking Off, but They Aren’t All Created Equal

•   WSJ: Stonepeak Raises $2.75 Billion for Debut Renewable-Energy Fund

•   WSJ: Microsoft Aims to Put Windows in Hands of Apple, Android Users Through Hybrid Work

•   NYT: Variant Widens Gulf Between ‘Two Americas’: Vaccinated and Unvaccinated

•   NYT: Virus Cases Rise in New York City as Delta Variant Spreads

•   NYT: Some Republican leaders are speaking out in favor of Covid vaccines.

•   NYT: Energy Department Targets Vastly Cheaper Batteries to Clean Up the Grid

•   NYT: Big Dreams and False Claims: How Colombians Got Embroiled in Haiti Assassination

•   NYT: Macron to the French: Vaccinate or Else

•   NYT: How Germany Hopes to Get the Edge in Driverless Technology

•   WP: Yet another major heat wave is set to roast the western U.S. and Canada by the weekend

•   WP: Myanmar’s coup fueled a covid surge

•   FT: Britain targets ban on sale of new diesel and petrol trucks by 2040

•   FT: Climate policy takeaways from the G20 finance meeting

•   FT: Taper tensions: US central bank under pressure as prices surge

•   FT: How the EU plans to reshape its economy to limit climate change

•   FT: European Central Bank to press ahead with digital currency

•   FT: EU draft tech rules too ‘narrow’, says German competition head

•   FT: Italian legal reforms may be toughest nut for Draghi to crack

•   FT: Merkel makes last official US trip with Ukraine high on agenda

•   FT: Delta variant sparks worker shortage across UK business

•   FT: Sunak to put ministers on notice of a tough spending round

•   FT: British fishing industry warns of ‘toxic’ post-Brexit EU-UK relations

•   FT: Truss’s US trip shows UK’s scaled back ambitions

•   FT: Mexicans fear cartels are tightening their grip on politics

•   FT: New Zealand to step back from pandemic monetary stimulus

•   FT: Tokyo 2020: can the Olympics succeed behind closed doors?

•   FT: Trade emerges as latest flashpoint in deepening Saudi-UAE rivalry

•   FT: China GDP: five things to keep an eye on

•   FT: Private credit joins private equity to freeze out banks

•   FT: Global investors’ exposure to Chinese assets surges to $800bn

•   FT: Brazil biofuel producer Raízen seeks to raise $1.34bn in IPO

•   FT: BlackRock chief warns on inflation as staff enjoy 8 per cent pay rise

•   FT: Toyota’s self-driving unit buys US mapping start-up in software push

•   FT: Extreme weather fuels rise of ‘virtual power plants’

•   FT: Electric vehicle revolution drives power grid evolution

•   FT: Hydrogen backers confident of avoiding another false dawn

•   FT: Death of the ‘mega pipeline’ forces rethink of oil and gas infrastructure

•   FT: UK’s ageing reactors bring nuclear question to a head

•   Bloomberg: U.S. Extends Trump-Era Halt to Economic Dialogue With China

•   Bloomberg: Mike Pence Calls on Joe Biden to Get Tougher on China, Coronavirus Origins

•   Bloomberg: China Slams ‘Sinister’ U.S. Over Hong Kong, Digital Trade Deal

•   Bloomberg: Indonesia’s Daily Cases Surpass India, Marking New Epicenter

•   Bloomberg: Iran Signals Nuclear Escalation as Negotiations Handed to Raisi

•   Bloomberg: Methodology and Analysis for Bloomberg’s Covid Vaccine Tracker

•   Bloomberg: U.S. Business Groups Urge Trade Chief to Forgo Vietnam Tariffs

•   Bloomberg: Yellen, Powell to Discuss Financial Risks of Hot Home Market

•   Bloomberg: Democrats Propose Tax on Carbon-Intensive Imports in Budget Deal

•   Bloomberg: Tech Antitrust Pressure Rises as Senators Vow ‘Dramatic Action’

•   Bloomberg: ECB Starts Next Digital-Euro Stage With Investigation Phase

•   Bloomberg: Argentina Marks Somber Milestone as Covid Deaths Surpass 100,000

•   Bloomberg: Key WTO Fisheries Negotiation Risks Collapse, Okonjo-Iweala Says

•   Bloomberg: South Africa Deploys Thousands More Soldiers to Help Quash Riots

•   Bloomberg: Takenaka Says Japan Needs Extra Budget as Big as $270 Billion

•   Bloomberg: Thai Protesters Adopt Vaccine Demand in Push to Widen Support

•   Bloomberg: India to Meet Budget Gap Aim on Revenue Buoyancy, Adviser Says

•   Bloomberg: North Korea Says It’s Facing Worst Food Shortage in Decade

•   Bloomberg: Supply China Latest: Mass Looting Blocks a Key African Trade Gateway

•   Bloomberg: Hong Kong’s Booming IPO Market Poised for Lift From China Curbs

•   Bloomberg: China Traders to Scrutinize Maturing Mega Loan for Policy Clues

•   Bloomberg: No Market Breadth, No Problem as Faangs Lift S&P 500 Higher

•   Bloomberg: Muni Risks Papered Over by Federal Aid Threaten to Reappear

•   Bloomberg: Record Cash Pours Into $4 Billion Fund in Infrastructure Bet

•   Bloomberg: Bitcoin Inflation Hedge Mantra Put to Test as Momentum Falters

•   Bloomberg: Cathie Wood Says ESG Concerns Over Bitcoin Are Temporary

•   Bloomberg: Oil Demand Is Surging, Just Not How You Might Think

•   Bloomberg: Apple Seeks Up to 20% Boost in IPhone Output; Shares Hit Record

•   Bloomberg: Bitcoin Miners Seek to Go Nuclear to Address Environmental Woes

•   Bloomberg: The Seven Elements of the EU Green Deal You Should Care About

•   Bloomberg: China’s Key Cities Face Future Risk From Hotter, Longer Summers

•   Reuters: Risk of 'catastrophic' coronavirus surge in Middle East- WHO

•   Reuters: U.S. will continue nuclear talks with Iran, White House says

•   Reuters: Iran says U.S. claim of kidnapping plot is 'baseless, ridiculous'

•   Reuters: India tells China continuing border tensions not in either side's interests

•   Reuters: Blinken calls out China in meeting with ASEAN bloc ministers -spokesman

•   Reuters: After EU tax win, Yellen will try to sell U.S. Republicans on global tax deal

•   Reuters: Afghan Taliban seize border crossing with Pakistan in major advance

•   Reuters: PBOC asks banks about MLF loan demand, sources say, as easing speculation grows

•   Reuters: Climate change financial 'stress tests' need improving, global body says

•   Reuters: EIA says U.S. 2020 coal output lowest since 1965

•   Reuters: Siemens Energy pulls margin outlook on Siemens Gamesa profit warning

•   Reuters: Explainer: Why violence is engulfing South Africa

•   AP: Summer setback: COVID deaths and cases rising again globally

•   AP: EXPLAINER: Are we going to need COVID-19 booster shots?

•   CNN: Inflation will last until spring 2022, CFOs expect

•   CNN: CEOs made 299 times more than their average workers last year

•   CNBC: Texas Senate passes GOP elections bill after Democrats left the state to protest

•   CNBC: The junk bond market is on fire this year as yields hit a record low

•   CNBC: Experts: Seeking a third dose of Covid vaccine prematurely is a ‘dangerous trend’ — here’s why

•   CNBC: GM warns some Bolt EV owners: Don’t park them inside or charge them unattended overnight

•   CNBC: Goldman says don’t bail on the Big Tech giants because of antitrust fears

•   CNBC: Jim Cramer on Apple’s outlook and the derivative trades from its rally to a record

•   SCMP: Xi-Biden summit moves closer with senior US diplomat Wendy Sherman’s China visit

•   SCMP: China’s tech ‘not state-of-the-art’, but it is what emerging markets can afford, and China is already there

•   SCMP: Will the time ever be right for Joe Biden and Xi Jinping to sit down together and talk?

•   SCMP: US Navy keeps closer watch on China submarines, Beijing think tank says

•   SCMP: Could Hong Kong’s status as a business hub be threatened under global minimum tax reform?

•   SCMP: China claims it has improved people’s lives in Xinjiang after US warning

•   Caixin: Caixin Explains: How China’s New Carbon Market Will Work

•   Caixin: With Renewable Power Network Online, China Looks to Battery-Focused Energy Storage - Caixin Global

•   Nikkei Asia: Tokyo's COVID-19 situation prior to the Olympics: Five things to know

•   Nikkei Asia: Tokyo has over 1,000 COVID-19 cases for first time since May 13

•   Nikkei Asia: Japan panel seeks record 28 yen rise in minimum wage to 930 yen

•   Nikkei Asia: US puts Japan Inc. on edge over Xinjiang supply chain risks

•   Nikkei Asia: Analysis: Xi's capital market crackdown has a 2022 timeline

•   Nikkei Asia: When is the next US rate hike? Ex-Fed officials explain

•   Economic Times: Third wave of Covid pandemic looks more real now: Report

•   OilPrice.com: U.S. Waives Sanctions On Frozen Iranian Oil Funds

•   For Construction Pros: Industrial Drone Line Launched by Microdrones, GE

•   DIGITIMES: Fanuc ships 750,000 industrial robots cumulatively

•   DIGITIMES: Global supply of EV batteries may be 40% short of demand in 2025

•   DIGITIMES: Taiwan IC distributors optimistic about 3Q21 sales performance

•   DIGITIMES: China smartphone shipments up in June

•   DIGITIMES: DRAM makers negotiating contract prices for 3Q21

•   DIGITIMES: PCB maker Compeq sees sales hit by chips crunch

•   매경(P1): 선거 앞두고…최대 月 30만원 얹어주는 청년통장

※   기재부: 정부 합동 「한국판 뉴딜 2.0 추진계획」 발표

•   매경: 文 "청년 위한 주거·교육비 아낌없이 지원"

•   매경: 수백조원 필요한 탄소중립에…4년간 4조8천억 찔끔 투입

•   매경(P1): LG화학, 전지 소재에 6조 투자

•   매경(P1): 한샘, IMM에 매각 계약…지분20% 최대 1조3천억

•   매경: [단독] '203호는 X, 204호는 부과'…종부세 '천만원 반올림' 땐 옆집끼리도 희비

•   매경: "금리 올라도 걱정마세요"…'이자 상한선' 둔 주담대

•   매경: 올여름 전력 초비상인데…이제야 연료 주입하는 신한울 1호기

•   매경: 'CES 2022'서 우주기술 첫 전시

•   매경: [단독] 삼성전자 비메모리 진격, 아우디 이어 폭스바겐에 車반도체 공급한다

•   매경: "LNG선 100척 싹쓸이?"…한국 조선 3사 초대형 수주 노린다

•   매경: 잘나가던 K배터리 '화들짝'…폭스바겐, 중국과 손잡았다

•   매경: "포스코·롯데 영업익 껑충…효성·신세계 흑자전환"

•   매경: "3분기가 더 유망하다"…실적 회복세 가파른 그룹은

•   매경: 만만찮은 3기신도시 사전청약 분양가…입지·입주시기 따져야

•   매경: "분양가 너무 비싸다"…뿔난 실수요자 청와대 청원까지

•   매경: 서울시 7월 재산세 2.3조 '과속스캔들'

•   매경: 탈원전·탄소중립…같이 갈 수 없는데, 갈 수 있다는 정부 [Big Picture]

•   매경: [Biz times] 지구를 살리는 스마트 빌딩…디지털 기술로 탄소 줄이죠

•   매경: [Science in Biz] 관리·구현 어려운 '수소경제'…친환경 위해 가야할 길

•   한경(P1): "이 부품이 없어서…" GM 회장 SOS에 한국 기업이 한 일

•   한경: 미래車 올라탄 부품사 9곳…콧대높은 완성차 업체서 먼저 러브콜

•   한경: 내연기관 부품 중소형사는 1년새 77곳 퇴출

•   한경: 7년 논란 '사회적경제법' 밀어붙이는 與

•   한경: "LNG발전 자주 껐다 켜 수도권 미세먼지 악화"

•   한경: 반도체 필수원료 '초순수' 국산화 착수

•   한경: 반도체 슈퍼 사이클 숨고르기?…D램값 상승세 주춤

※   DRAMeXchange: 【Market View】DRAM Prices for 3Q21 Projected to Undergo Minor QoQ Increase of 3-8% Owing to Rising Demand from Peak Season, Says TrendForce

•   한경: '고래' 삼킨 정창선 중흥그룹 회장 "대우건설이 번 돈 한 푼도 안뺀다"

•   한경: 5G 주파수 추가할당 놓고 통신3사 '정면충돌'

•   한경: "양자컴퓨터는 IT 게임체인저…R&D 속도내야"

•   한경: 실적 피크아웃?…"우리는 하반기도 잘나가요"

•   한경: 재건축' 노후 아파트에 투자 수요

•   서경(P1): 감면 기준 높였다지만 재산세 되레 16% 껑충

•   서경: "물량 씨마르고 전세 폭등···임대차법 폐지하라" 목소리 커져

•   서경: "야간 알바 쓰느니 문 닫는다" 인건비 늘자 불 끄는 편의점

•   서경: "사람도 기업도 돌아오고 있다"... 58개 컨벤션 행사 줄줄이 대기

•   서경: 與 종부세 2%법 직권 상정···野 "절차 무시" 반발

•   서경: 쑥쑥 크는 반도체 장비시장···내년 1,000억弗 돌파 전망

※   SEMI: Semiconductor Equipment Forecast to Post Industry High of $100 Billion in 2022, SEMI Reports

•   서경: LS일렉트릭, 세계 최대 美 ESS시장 정조준

•   조선(P1): 백신 예약도 접종도… 또 분노만 키운 정부

•   조선: 백신 계약땐 자랑하더니... 정작 접종땐 공급물량 침묵하는 정부

•   조선: 확진자, 서울중구 1위·강남구 2위… 휴가지 서귀포·양양은 평균 2배

※   복지부: 지역의 유행 상황을 고려한 비수도권 거리두기 단계 조정(7.15~)

•   조선: 정부는 “2주내 확산세 꺾일 것”… 전문가들 “8월초 2000명 넘을 수도”

•   조선(P1): 진짜 폭염 시작도 전에… 전력예비율 10% 붕괴 위기

•   조선: 멀쩡한 원전 허가 늦추더니… 10년만에 大정전 위기감

•   조선: 베트남 코로나 급속 확산… 삼성·LG “현지공장 어쩌나”

•   조선비즈: 초고속 성장 OLED TV, 2분기 점유율 10%…LGD, 생산라인 증설 검토

•   조선비즈: 韓, 외국인 투자 줄고 내국인 해외 투자만 늘어… “조세·규제 경쟁력 높여야”

•   조선비즈: 수도권 집값 양극화는 완화하는데… 지방은 ‘부익부 빈익빈’ 커졌다

•   조선비즈: 상업가동 2년 늦어진 신한울 2호기… 운영허가 결국 차기 정부로 미뤄질 듯

•   중앙: 집콕 때문에…엥겔지수 20년 전으로 돌아갔다

•   중앙: [View & Review] 자영업자 부채 832조…빚내서 빚갚는 상황도 한계 부딪혔다

•   중앙: 예약 49건인데 취소가 70건…여름 ‘트래블 버블’ 날아갔다

•   동아(P1): 집주인-세입자 다툼, 1년만에 10배로

•   동아: 5G 품질 논란 속에… 이통사는 ‘진짜 5G’ 신경전

•   문화: 자산가치 하락 우려에… 코인시장 두달째 ‘공포’

•   한국: 리콜에 운 LG, 중대형 흑자전환 삼성… K배터리 2분기 성적표는?

•   한국: [여론 속의 여론] 에너지전환 4년, 국민들은 어떻게 평가할까?

•   국민(P1): “더 이상 못 버티겠다” 거리 나선 자영업자들

•   국민: “기본소득보다 보편적 복지가 효율적” vs “장기적 도입 고민해야”

•   세계(P1): 재난지원금 혼란 속 2차 추경 심의 착수

•   세계: 與 “국민 위 군림하는 재정독재” 총공세… 홍남기 해임 거론도

•   세계: 파운드리·시스템 반도체 제자리걸음… D램 고공행진에도 못 웃는 삼성전자

•   경향: 집단감염 진원지 된 서울시내 백화점···직원들은 불안에 떤다

•   파이낸셜뉴스: 신성장동력 필요한 대기업 '공격 행보'… 상반기에만 44조 [새주인 찾기 분주한 기업들]

•   파이낸셜뉴스: 투자할 곳 어디 없나요… MMF에 143兆 쌓였다

•   파이낸셜뉴스: “대세는 脫탄소… ‘그린 테마’ 더 뜬다”

•   파이낸셜뉴스: [현장르포] 9억이하 매물 나오면 바로 팔려… 한달새 5000만원 뛰어

•   아시아경제(P1): 5대 은행장 "코로나 재확산·금리인상기 가계대출 관리 초점"

•   아시아경제: 국책硏도 "전례없다"는데…혼란만 키우는 '2% 종부세案'

•   디지털타임스(P1): "현장 모르고 규정도 애매모호" 범법자 양산하는 중대재해법

•   이데일리(P1): 하청 직고용에 떠는 기업들…인건비 최대 2.6조 부담 가중

•   이데일리: 현대차 10년 직고용 선례봤더니…집단·줄소송에 勞勞갈등도

•   이데일리: "직고용 논란 핵심은 노동 유연성…국제표준 맞게 고쳐야"

•   이데일리: ‘갤럭시Z 폴드3’ 깜짝 공개한 삼성…업계 '이목 집중'

•   이데일리: 스팩 통하면 뜬다?…상반기 몸집 키운 종목 상위권 싹쓸이

•   이데일리: [르포]'출발부터 삐걱' 공공재개발..흑석2·강북5 주민갈등 고조

•   연합: 오늘도 1천600명 안팎 예상…확진자 당분간 더 늘어날 듯

•   연합: 탄소중립 핵심 수단 '그린 암모니아' 기술개발 본격화

•   연합: 이달 철수하는 'LG폰' 인력 3천300명, 18%가 계열사로 이동

•   e대한경제: 정의선, 그린수소 사업 광폭행보

•   아시아투데이: 두산밥캣, GME 신사업 급부상…깜짝 실적 ‘숨은 공신’

•   더구루: '두산·GS 투자' 뉴스케일파워, 루마니아 원전시장 노크

•   전자신문: 규제에 발목 잡힌 '자율주행 배달로봇'…글로벌 경쟁 도태 우려

•   전자신문: 지역 로봇업계 "로봇산업 규제장벽 여전...정책지원 필요"

•   전자신문: REC 최저가, 2만원대까지 하락...가중치 무용론 목소리도

•   전자신문: 韓 조선업, 연료전지 선박 기술 경쟁 불붙었다

[Opinions]

•   Project Syndicate(Otaviano Canuto): Will Another Taper Tantrum Hit Emerging Markets?

•   Project Syndicate(Anders Åslund): Putin’s Dangerous Ukraine Narrative

•   Project Syndicate(Mark Leonard): Germany’s Patriotism Paradox

•   FT(Editorial Board): Brazil should pay for not halting deforestation

•   FT(Editorial Board): The BoE’s mixed messages on UK banks

•   FT(Robert Armstrong): Long bonds don’t care about inflation

•   FT(Krzysztof Pelc): Conspicuous consumption can no longer be our economic engine

•   FT(Krzysztof Pelc): Lower economic growth does not mean less human happiness

•   FT(Joe Spearing): We need to look beyond the market to beat climate change

•   FT(Marco Alverà): Energy is on the cusp of a new era

•   FT(Claire Jones): UK regulators are wading into the US’s Libor transition

•   FT(Lex): UK gilts/inflation: stand down from panic stations

•   FT(Lex): Fintech: Apple may squash the buy now, pay later party

•   WSJ(Editorial Board): Powell Gets His Inflation

•   WSJ(Editorial Board): Cuba’s Communists Strike Back

•   WSJ(Phil Gramm, Mike Solon): Biden Turns Back the Progressive Clock

•   WSJ(Micah Goodman): Israel’s Surprising Consensus on the Palestinian Issue

•   NYT(Jake Bittle): We Can’t Afford to Shrink Climate Spending on Infrastructure

•   WP(Editorial Board): The Democrats make a budget deal — with themselves

•   WP(Paul Waldman): How the GOP crusade against vaccines could get even more dangerous

•   Bloomberg(Conor Sen): Banks Will Need More Patience for Lending Rebound

•   Bloomberg(John Authers): Inflation Shock: It's Time for Fed to Consider Evasive Action

•   Bloomberg(Aaron Brown): Ultimate Index Quest Is Based on a Misunderstanding

•   Bloomberg(Chris Bryant): Climate: Europe Is Right to Try Carbon Border Tax Even If Trade Partners Hate It

•   Bloomberg(Michael R. Strain): Biden Executive Orders: U.S. Economy Doesn't Need Disaster Relief

•   Bloomberg(Jonathan Bernstein): Republicans Are Playing Anti-Vaxx Politics

•   Bloomberg(Clara Ferreira Marques): Cuba’s Pain Is Not Washington’s Gain

•   Bloomberg(Bobby Ghosh): Global Hunger Is Rising With Food Prices

•   Bloomberg(Mark Gilbert): Delta Variant: Why I Won't Celebrate Boris Johnson's July 19 Freedom Day

•   Bloomberg(Tae Kim): Apple IPhone Order Isn’t a Clear Signal of Demand Surge

•   Bloomberg(Lisa Abramowicz): The Fed Has a Real Estate Fight on Its Hands

•   MarketWatch(Mark Hulbert): If you think stocks and housing are in a bubble, check out bonds

•   MarketWatch(Peter Morici): Americans don’t want socialism shoved down their throats

•   한경(서용칠): 순환경제에 '에너지 회수'는 필수다

•   서경(현정택): 글로벌 법인세 개편의 시사점

•   조선(사설): 원자력 없이 탄소 중립 이루겠다는 망상

•   파이낸셜뉴스(사설): 무더위 속 전기 걱정 안해도 되나