Business Intelligence Monitor 210719

(Introduction)

[Markets]

•   Global: Stocks slide, bond yields dip as inflation worries linger

•   Oil: Oil Declines After OPEC+ Agrees to Boost Production Into 2022

•   Metals: Tin near record on supply concerns, nickel jumps to 5-month high

•   Grains: Wheat posts biggest weekly climb in 6 years on weather woes

•   한국: 코스피, 0.28% 하락 3,270대 마감…개인 7천억 순매수

•   한국: 두산그룹주 맥 못 춰, 두산중공업 오리콤 3%대 두산 2%대 내려

[Indicators]

•   US May Business inventories: U.S. business inventories rise in May; autos stocks decline

•   US Jun. Retail sales: Higher June Retail Sales Bolsters U.S. Recovery

•   US Jul. Consumer sentiment: Price Inflation Takes a Toll on US Consumer Sentiment in July 2021

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

•   US Q3 GDP Nowcast: Jul 16, 2021: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: 7.5 percent — July 16, 2021

•   Eurozone May Balance of trade: Eurozone Exports Fell Again in May

•   Japan Benchmark rate: BOJ cuts Japan growth forecast, unveils climate scheme plan

※   BOJ: Statement on Monetary Policy

※   BOJ: Outlook for Economic Activity and Prices (July 2021, The Bank's View)

•   India Jun. Oil imports: India's June oil imports hit their lowest in 9 months

•   India Jun. FDI: India Inc's overseas direct investment in June doubles at $2.8 billion

•   한국 6월 주택가격(부동산원): 반포자이 84㎡ 19억…매매가 아닌 전세가입니다, 서울 전세상승률 한달새 2.5배 껑충

[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: Housing, Jobless Claims, ECB

•   FT: The only way is up for Bezos, inflation and Covid cases

•   Bloomberg: Lagarde’s Big Change Means ECB Has a New Message: Eco Week Ahead

[News]

•   WSJ: Red-Hot U.S. Economy Expected to Cool From Here

•   WSJ: U.S. Warns Businesses Over Rising Risks in Hong Kong Under China Crackdown

※   U.S. Treasury: Hong Kong Business Advisory

•   WSJ: OPEC+ Agrees to Boost Oil Output as Demand Roars Back

※   OPEC: 19th OPEC and non-OPEC Ministerial Meeting concludes

•   WSJ: Senate Infrastructure Bill Drops IRS Funding, Raising Pressure for New Revenue

•   WSJ: Escalating Materials Prices Turn Construction Bids Into a Gamble

•   WSJ: Risks of Crypto Stablecoins Attract Attention of Yellen, Fed and SEC

•   WSJ: Covid-19 Immune Response Could Be Long Lasting, but Variants Present Risks

•   WSJ: Unvaccinated Americans Behind Rising Covid-19 Hospitalizations

•   WSJ: Democrats’ Budget Would Finance Sweeping Clean-Energy Plan

•   WSJ: Mark Warner Plays Pivotal Role in Democrats’ Infrastructure, Antipoverty Plans

•   WSJ: Half of U.S. States Ended Federal Covid-Related Jobless Benefits Early. Here Is How They Compare With the Other Half.

•   WSJ: Mortgage-Refinancing Costs Expected to Fall as Fannie, Freddie Drop Fee

•   WSJ: How China Is Helping to Damp Global Inflation

•   WSJ: China Targets Another Region in Ethnic Assimilation Campaign: Tibet

•   WSJ: Russia Emerges as Key Backer of Myanmar’s Military Post-Coup

•   WSJ: Hit Hard by Covid-19, Southeast Asian Countries Turn to Western Vaccines

•   WSJ: Iran’s Nuclear Advances Complicate Biden’s Bid to Revive 2015 Deal

•   WSJ: First Covid-19 Infections Among Athletes in Olympic Village Are Confirmed

•   WSJ: Covid-Related Problems Mount as Athletes and Officials Arrive for Tokyo Olympics

•   WSJ: Killing of Haiti’s President Risks New Wave of Gang Violence

•   WSJ: Yield Spread Highlights Embrace of Riskier Debt

•   WSJ: Crypto Experts in Demand as Countries Launch Digital Currencies

•   WSJ: Record Stock Rally Ignores Wall Street’s Phobia About Optimism

•   WSJ: China Steels Itself for Fight to Cool Rising Commodities Prices

•   WSJ: China Wants a Chip Machine From the Dutch. The U.S. Said No.

•   WSJ: China Sends State Security, Police Officials to Didi for Cybersecurity Probe

•   WSJ: In the New China, Didi’s Data Becomes a Problem

•   WSJ: Intel CEO’s Chip-Building Plan Has a $50 Billion-Plus Price Tag

•   WSJ: Biden’s Attack on Facebook Followed Private Frustration

•   WSJ: Jeff Bezos’ Blue Origin Targets Bigger Space Goals

•   NYT: Biden Faces New Pressure on Immigration

•   NYT: Haunted by Past Virus Surges, California Leans on Masks and Vaccines

•   NYT: Los Angeles’s mask mandate went into effect, as officials seek to blunt a sharp case spike.

•   NYT: Unvaccinated States Feel Brunt of Delta-Led Covid Uptick

•   NYT: In Undervaccinated Arkansas, Covid Upends Life All Over Again

•   NYT: ‘No One Is Safe’: Extreme Weather Batters the Wealthy World

•   NYT: C.D.C. Director Warns of a ‘Pandemic of the Unvaccinated’

•   NYT: Yellen Says China Trade Deal Has ‘Hurt American Consumers’

•   NYT: The Pandemic Has a New Epicenter: Indonesia

•   NYT: Africa’s Covid Crisis Deepens, but Vaccines Are Still Far Off

•   NYT: U.S. Habit of Backing Strongman Allies Fed Turmoil in Haiti

•   NYT: Back to Militias, the Chaotic Afghan Way of War

•   NYT: Building Solar Farms May Not Build the Middle Class

•   WP: Delta variant takes hold in U.S. as coronavirus cases rise nearly 70 percent

•   WP: In this summer of covid freedom, disease experts warn: ‘The world needs a reality check’

•   WP: ‘We have nothing’: Grief, shock and resilience along the flood-ravaged banks of a German river

•   WP: How vaccine-skeptic France and Germany came to support near-mandates

•   WP: Coronavirus Brazil: Manaus vaccinations accelerate; covid retreats

•   WP: ‘I am broken’: South African communities are gutted by a wave of looting, arson and loss

•   WP: Despite U.N. sanctions, some North Koreans still find work in Russia

•   WP: Europe’s climate plans could provoke friction with U.S.

•   WP: Private Israeli spyware used to hack cellphones of journalists, activists worldwide

•   FT: Climate change blamed for devastating German floods

•   FT: Floods drive climate to heart of German election campaign

•   FT: Europe wields the stick to boost vaccination as Delta variant spreads

•   FT: Booster shot debate takes centre stage as global Covid cases rise

•   FT: Delta variant takes hold in developing world as infections soar

•   FT: EU climate plans spur national opposition over rising emissions costs

•   FT: EU debt repayment plans caught in Green Deal crossfire

•   FT: EU plan for world’s first carbon border tax provokes trading partners

•   FT: Johnson rebuffs calls from UK business to ease self-isolation rules

•   FT: Lifting England’s Covid rules while cases surge is ‘threat to the world’

•   FT: ‘Freedom day’ in England overshadowed by Johnson’s isolation U-turn

•   FT: Newcastle on edge as England ushers in ‘freedom day’

•   FT: Bank of England urged to spell out plans to curb inflation

•   FT: UK watchdog criticises lack of central co-ordination on climate goals

•   FT: Green energy suppliers oppose bills surcharge for new nuclear plants

•   FT: UK to study causes, diagnosis and treatment of long Covid

•   FT: Credit rating upgrades hit record pace as US economy rebounds

•   FT: Democrats weigh backing Jay Powell as Fed leadership choice looms

•   FT: China’s carbon market scheme too limited, say analysts

•   FT: Ramaphosa says unrest is ‘co-ordinated, well-planned attack’ on democracy

•   FT: Pandemic deprives Asia’s garment workers of almost $12bn in wages

•   FT: Companies in Hong Kong fear being crushed between China and US

•   FT: ‘Strange’ bond reaction to US inflation data puzzles investors

•   FT: Will the ECB shift its monetary stimulus guidance?

•   FT: Binance crackdown widens in Europe and Hong Kong

•   FT: Ericsson warns of China retaliation following Sweden’s Huawei ban

•   FT: Exxon and Shell join Scottish carbon capture project

•   FT: Chinese companies face uncertainty as data security hawks gain power

•   FT: Inditex and the future of retail: ‘Don’t believe in the death of the high street’

•   FT: Pentagon drones ‘8 to 14 times’ costlier than banned Chinese craft

•   FT: What do we mean when we talk about workplace culture?

•   Guardian: Climate scientists shocked by scale of floods in Germany

•   Bloomberg: China Signals End to $2 Trillion U.S. Stock Listing Juggernaut

•   Bloomberg: Global Growth Boom May Disappoint, Morgan Stanley’s Sharma Warns

•   Bloomberg: Fed Has a Sunny View of Inflation While Companies See the Clouds

•   Bloomberg: U.S. Clashes With Mexico, Canada on Car Rules in USMCA Risk

•   Bloomberg: Covid Still Killing Faster Than Guns, Cars and Flu Combined

•   Bloomberg: Summers ‘Concerned’ Over Lack of Regular U.S. Talks With China

•   Bloomberg: Governing Council Split on ECB Stimulus Guidance as Policy Makers Consider Drafts

•   Bloomberg: ECB Seen Changing Words Now, Bond-Buying Later With New Strategy

•   Bloomberg: Europe Gets Tough on Vaccinations as Threats Replace Incentives

•   Bloomberg: Restaurants Boost Menu Prices as London Returns to ‘Normal’

•   Bloomberg: Housing Costs Muddy ECB’s Move to Clearer Inflation Goal: Chart

•   Bloomberg: China Growth Forecasts Raised as Consumer Spending Strengthens

•   Bloomberg: Canada Passes U.S. in Covid-19 Vaccinations After Slow Start

•   Bloomberg: Latin America Turmoil Intrudes in Biden’s Focus on China, Europe

•   Bloomberg: African Central Banks to Hold Key Rates Amid Virus Resurgence

•   Bloomberg: Vaccinations Reduce Chance of Covid Death in India to 0.4%

•   Bloomberg: Singapore Cases Rise to 11-Month High With Karaoke Cluster

•   Bloomberg: Political Risk Back on Radar in Emerging-Market Currency Trades

•   Bloomberg: Private Lenders Seen Trouncing State Peers in India’s Recovery

•   Bloomberg: Fund Managers Ride Out Pandemic by Sticking With Old Playbooks

•   Bloomberg: In a Risky World, the Road to Safety Leads to the U.S. Dollar

•   Bloomberg: Record Steel Prices Inject Life Into Long-Suffering Industry

•   Bloomberg: Iran Plans First Oil Export From Gulf of Oman Port Next Week

•   Bloomberg: TSMC Founder Says Breaking Up Chip Supply Chain Will Be Costly

•   Bloomberg: China Is Carrying Out the World’s Largest Climate Migration Program

•   Bloomberg: Bosch May Close Germany Factory Amid Energy Transition: Merkur

•   Bloomberg: European Union’s Massive Climate Overhaul Is Just the Beginning

•   Bloomberg: When Europe’s Proposed Carbon Rules Hit Oil Guzzling Industries

•   Reuters: World leaders pledge to redouble pandemic fight at special APEC meeting

•   Reuters: No. 2 U.S. diplomat Sherman may visit China if talks pan out

•   Reuters: WHO proposes fresh coronavirus mission to China and lab audits

•   Reuters: France reports over 10,000 new coronavirus cases for third day

•   Reuters: France should consider mandatory COVID shots for public in case epidemic worsens, says health body

•   Reuters: All adults in Britain offered a COVID-19 shot ahead of Monday reopening

•   Reuters: Brazil's Bolsonaro recovering, says will be 'back in action soon'

•   Reuters: Malaysia to allow commercial sale of COVID-19 vaccines

•   Reuters: Indonesia cancels scheme to sell COVID-19 vaccines to public

•   Reuters: COVID-19 response runs underground in junta-ruled Myanmar

•   Reuters: Peru's Castillo strengthens ties with China, asks for faster vaccine supply

•   Reuters: Nigeria seeks $1 bln for key gas pipeline as it awaits Chinese lending

•   CNN: Five things that are cheaper now than before the pandemic

•   CNBC: Commerce Secretary: Investments in caregiving will keep U.S. competitive

•   CNBC: No evidence yet that it’s time for a 3rd booster, says former FDA director

•   CNBC: Dr. Scott Gottlieb says U.S. is ‘vastly underestimating’ level of Covid delta spread

•   CNBC: Covid: Goldman cuts Southeast Asia GDP forecasts as delta variant spreads

•   CNBC: Jerome Powell promotes CBDC digital dollar, warns against stablecoins

•   CNBC: Delta variant might be a reason to extend unemployment benefits, say economists

•   CNBC: China is buying up chip firms in a push for semiconductor supremacy, says UK lawmaker

•   CNBC: It’s ‘very dangerous’ to invest in stocks and bitcoin right now, long-time bear David Tice warns

•   MarketWatch: Does the bond market have it wrong about inflation?

•   SCMP: China’s e-yuan like ‘a double-edged sword’, and mishandling it carries considerable financial risks

•   SCMP: China digital currency: overseas visitors free to use e-yuan at 2022 Winter Olympics in Beijing

•   SCMP: China’s commodities traders in Beijing’s crosshairs after driving up prices and putting economic recovery at risk

•   SCMP: China’s retail sales strengthen in first half of year, but clouds hang over consumer spending

•   SCMP: Chinese buyers abandon Australia’s housing market, still get blame for rising prices

•   SCMP: China-North Korea first-half trade at record low amid pandemic and food shortages

•   Nikkei Asia: Japan aims for nearly 40% renewable energy by fiscal 2030

•   Nikkei Asia: Japan spends just fraction of US and Europe on post-COVID economy

•   Nikkei Asia: EV growth propels Denso to close value gap with Honda and Ford

•   Nikkei Asia: Panasonic joins US project that extracts lithium for EVs 'in weeks'

•   Nikkei Asia: Inflation spike won't last, former Obama economic adviser says

•   Nikkei Asia: China fires up carbon trading as Asia turns onto greener path

•   Mainichi: Japan mulls extending maximum reactor lifespan beyond 60 years

•   Kyodo News: U.S. eyes Sept. for 1st in-person summit with Japan, Australia, India

•   Economic Times: India growth forecast: India's growth to start hitting 6.5-7 per cent from FY23 onwards: CEA Krishnamurthy Subramanian

•   Jerusalem Post: More than 1,000 Israelis test positive for COVID

•   MINING.com: World’s most sustainable company, software innovator team on tech support for greener mining

•   DIGITIMES: Upstream PCB materials supply remains tight

•   Robot Report: Robotics-as-a-Service: trends & business models

•   Dronelife: A New Niche for Commercial Drones: Hemp Industry

•   매경(P1): 인텔 34조 파운드리 승부수…삼성 턱밑까지 치고 들어왔다

•   매경: 시진핑 반도체굴기 집념…이번엔 텐센트 "자체 생산" 선언

•   매경: 한때 빅3 였던 '글로벌파운드리', 7나노 공정 좌절 뒤 결국 매물로

•   매경(P1): '카뱅'으로 몰려간 MZ세대…1인당 적금액 은행의 3배

•   매경: "사상최대 가계 빚 어쩌나"…한은 총재 연내 금리 인상 재확인 "늦을수록 대가 크다"

•   매경: "본사 해외로 옮깁니다"…탈규제 인재유치 어려워 韓 떠난다

•   매경: 서울 내집 장만 줄었는데…취득세는 4년간 71% 폭증했다

•   매경: 한미일 외교차관, 4년만에 한자리에

•   매경: "대선판 게임체인저 될 수도"…김동연 띄우는 김종인

•   매경: LG엔솔 "배터리 주원료 코발트 비중 줄여라"

•   매경: 현대중, 노사 협상 드디어 끝났다…2년 2개월 만, 무슨 내용 담겼길래

•   매경: 정부, 뒤늦게 시장요구 반영…임대주택 줄이고 분양 늘려

•   매경: 원전은 위험?…이젠 트럭에도 싣고 다닌다, 초소형 원자로 혁명

•   매경: "초소형 원전으로 탄소 제로 캠퍼스"…美대학들 부푼 꿈 [Science]

•   매경(P1): “적폐 될라, 일단 팔고보자"…자원개발 거꾸로 가는 한국

•   매경(P1): 500여 코인 3가지로 분류…금융위, 法으로 관리한다

•   매경: "대기업 노조 눈치보는 정부 청년실업 중기 고통 키웠다"

•   매경: 대선 발맞춰…차기정부 조직개편 시나리오 짜는 산업부

•   매경: 현대百의 물류실험…현대車 '달리는 물류기지'에 올라탄다

•   매경: 판 커지는 '빠른 배달'…새벽배송은 전국으로 확대

•   매경: "탄소중립 달성하려면 전기요금 인상 불가피"

•   매경: 美월풀에 매출 2조 앞섰다…LG전자 가전 세계 1위 '눈앞'

•   매경: LG전자 2050년 전사업장, 100% 재생에너지 사용

•   매경: 삼성 아마존 구글 투자…빌 게이츠도 반한 직원 63명 양자컴 기업

•   매경: 대규모 투자 공장 증설했더니 주가도 화답했다…'배터리 소재' 충전중

•   매경: "연말 코스피 3700 갈수도"…증권사 전망 근거는

•   한경(P1): "미련 둘 이유 없다"…고시 출신 젊은 공무원들 '줄사표'

•   한경: "3년 공부해 합격한 행시였지만…" 5급 사무관의 퇴직 이유

•   한경: "땀흘려 만든 정책, 정치논리에 물거품…성취감 없어 공직 떠난다"

•   한경(P1): [단독] 서울 사대문 안에 초고층 주상복합…규제 확 푼다

•   한경: [단독] 종로·을지로 초고층 주상복합 추진…서울 도심 '천지개벽'

•   한경(P1): 한국 최저임금 수준도 인상 속도도 '세계 최고'

•   한경: 韓 최저임금 인상 속도, 日의 3배…"국가경쟁력 하락 불가피"

•   한경: 2차 추경 깎아도 모자랄 판에…상임위 예비심사서만 5.8조원 늘려

•   한경: 끝까지 간 홍남기 "국회가 합의해도 전국민 지원금 반대"

•   한경: "CSO 두더라도…중대재해법 최종 책임은 대표이사 몫"

•   한경: 금융위 출신 고승범의 매파 본색…"당장 금리 올리자"

•   한경: 컨선 운임지수 또 천장 뚫었다…4000 돌파

•   한경: "수천만원 '헛돈'만 썼다"…집주인들 분통 터트린 이유

•   한경(P1): "탈원전 고집하면 전기료 3배로 뛴다"…전문가의 경고

•   한경: 후쿠시마 10년 日, 원전 비중 다시 늘려…美·英도 투자 확대

•   한경: 멀쩡한 월성1호기 경제성 조작해 폐쇄…새 원전 부지마저 백지화

•   한경: 소형원전 첫 개발하고도 10년째 상용화 지지부진

•   한경: 대선판까지 흔든 탈원전 정책 실패

•   한경(P1): "유망산업에 손쉽게 투자"…테마형 ETF에 돈 몰린다

•   한경(P1): 국민연금, 코스닥 종목 직접 투자한다

•   한경: 거세진 탄소 규제…車·선박·에너지 '그린 랠리' 시동

•   한경: '영끌'로 아파트 산 30대 부부, 요즘 고민에 빠진 이유

•   한경: 현대차, 파업 안하면 주식까지 주겠다는데…

•   한경: 삼성 숙적 TSMC, 반도체 패키징 협업 위해 일본행

•   한경: "경영환경 불투명…2세들, 회사경영 엄두 못내"

•   서경(P1): 약발 안 먹히는 토지거래허가제···압구정·여의도 등 65% 신고가

•   서경: 목동 3개월 만에 17억→23억··· '풍선 효과' 노원 집값 2.3% ↑

•   서경(P1): 한풀 꺾인 공모주 투자 열기···SD바이오 상장일 '따상' 실패

•   서경(P1): [토요워치]테슬라 팔고 '밈 주식' 쇼핑···"AI에 돈 맡길만 하네"

•   서경: 현대차·기아 유럽서 쾌속질주···BMW그룹 제쳤다

•   서경(P1): 文 자신한 4%대 성장, 한달만에 '흔들'

•   서경: 3분기 역성장 복병에···'현금 지원' 추경도 약발 미지수

•   서경: "6시 되자 순식간에 '유령거리'···일주일만에 매출 3분의1 토막"

•   서경(P1): [단독]예탁금 1,000만원으로 인하···코넥스 활성화한다

•   서경(P1): 52시간·수도권규제 완화 '퇴짜'···'맹탕' 되는 국가핵심산업특별법

•   서경: 석달마다 글로벌 기술전쟁 판 바뀌는데, 국내선 공장 허가만 2년 걸려

•   서경: [단독]기약없이 미뤄진 마스터플랜, 용산정비창 1만가구 공급도 '삐걱'

•   서경: 1년새 1%P 뛴 은행 대출금리···개인·자영업 이자부담 17조↑

•   서경: '대책' 쏟아낼때 ···정부·민간 집값통계 '4배差'까지 벌어졌다

•   조선(P1): “3세대 원전 100년 돌려도 사망자 0.0008명”

•   조선: “원전 온실가스 배출량, 태양광의 3분의 1”

•   조선: 원전을 녹색에너지로 분류할 것인가? EU ‘산업 지표’ 결론 낸다

•   조선: 최저임금 보완책 ‘일자리안정자금’ 폐지할 듯

•   조선(P1): 검사결과 나올때마다 급증, 청해부대 68명 확진

•   조선(P1): 방역마저… 민노총 앞에선 작아지는 정부

•   조선(P1): [NOW] 경매 아파트 보러갈까? 2030들 부동산 데이트

•   조선: 농민에 月5만원 ‘이재명 기본소득 2탄’... “農心 잡으려 돈뿌리나”

•   조선: 턱밑까지 추격한 샤오미... 폴더블폰이 삼성 구할까

※   Canalys: Xiaomi becomes number two smartphone vendor for first time ever in Q2 2021

•   조선: 잠자는 220조 한국판 뉴딜… 집행률 10%도 안되는 사업 150개

•   조선: 아이폰처럼 아파트 짓겠다던 유니콘... 손정의 투자에도 몰락, 왜

•   조선: 車반도체 부족에 르노삼성 셧다운

•   조선: 대만 TSMC, 車 반도체 시장 장악 야욕…5·28나노 공정 자동차에 올인

•   조선비즈: 요미우리 “韓日정상회담 23일 확정”

•   조선비즈: 유통기업 M&A에 꽂힌 사모펀드...대기업은 ‘선택과 집중’

•   조선비즈: 올해 IPO 공모 자금 6.5조원 돌파···연내 10조원 훌쩍 넘을 전망

•   조선비즈: 금융위 “법정 최고금리 인하 일주일···대출절벽 등 특이사항 없다”

•   조선비즈: 낸드플래시 3분기에도 가격 상승 전망…슈퍼사이클 흐름 지속

※   DRAMeXchange: 【Market View】NAND Flash Contract Prices Likely to Increase by 5-10% QoQ in 3Q21 as Quotes Continue to Rise, Says TrendForce

•   중앙(P1): 설익은 탈탄소 정책, 기업들 숨막힌다

•   중앙: 탄소배출권 시장 있으면 뭐하나, 정부 ‘깜깜이’ 할당에 불공정 거래로 시장 왜곡

•   중앙: 배출권 거래제 부실하니 탄소세 매긴다고? 온실가스 감축 효과 장담 못해

•   중앙: 배출권 거래 시장 자율에 맡기고, 탄소 정책 일관성·신뢰도 높여야

•   중앙: 블루수소 생산, 폐플라스틱 재활용…재계 필사적 ‘탈탄소’

•   중앙: “탄소중립 원한다면, 원전 위험하단 비과학적 선동 멈춰라”

•   중앙: 백신 수급 불확실, 50대부터 접종 일정 줄줄이 차질

•   중앙: 주주 권익 지키는 ‘행동주의 투자’ 파수꾼, 경영자에겐 공포

•   중앙(P1): 전력 보릿고개, 이번주 닥친다

•   중앙: “이번주 예비전력 4GW 가능성”…2011년 대정전 때 근접

•   중앙: [단독]세종 간 국책연구원 10곳,특공 받은 45%가 세종 안 산다

•   동아(P1): 非수도권 시도 7곳도 19일부터 ‘5인 금지’

※   복지부: 내일부터(7.19) 비수도권의 사적모임은 4인까지 가능

•   동아: 관광객 몰리며 곳곳 비상… 충청 생활치료센터 남은 병상 8개뿐

•   동아: 정부, 또 메시지 혼선… “일괄 상향 안돼” 하루뒤 “전국 모임 제한”

•   동아: 식약처, 화이자 접종 연령 ‘16세→12세’로 낮춰

•   동아(P1): 非수도권도 ‘5인 금지’… 강릉, 저녁 8시이후 식당 영업제한

•   동아(P1): 전셋값 급등에, 서민 저리대출 아파트 7000채 사라져

•   동아: [단독]“배터리소재도 코리아” 글로벌 배터리업체 앞다퉈 손짓

•   동아: 세계는 ‘2차 양자혁명’ 중… 韓, 통신분야 ‘도전장’

•   동아: 흘린 땀으로 전기 생산… 필름형 연료전지 ‘주목’

•   문화(P1): ‘영끌’해도 감당 못할 3기 신도시 분양가

•   문화: “평당 건축비 709만원은 거품… 25평 5400만원 낮출 수 있다”

•   문화: 시장금리는 이미 오름세… 코픽스 0.1%P 급등 13개월만에 최고치

•   문화: 손바닥 뒤집듯 바꾸는 부동산 정책에 신뢰도 바닥

•   문화: 경북도 ‘탈원전 피해’ 연구용역…11월쯤 ‘손배소’ 낼듯

•   문화: “탄소중립 전환 세제지원 확대를”

•   한국(P1): 케이웨더 "다음 주 서울 낮기온 40도 육박"...기상청 "더 지켜봐야"

•   한국(P1): 휴가철 대목은커녕 매출 절벽 맞은 소상공인… 10곳 중 6곳 "휴·폐업 고민"

•   한국(P1): 더는 실험이나 재미가 아니다… 메타버스로 사업하는 기업들

•   국민: 실적 호조에 정부 지원까지… ‘K-해운·조선’ 부활할까

•   국민(P1): ‘막말’에도 굳이 가야하나… 文 방일 오늘 결정

•   국민: 손은 눈보다 빠르다, 그리고 주가는 M&A 공시보다 빠르다

•   서울(P1): 잠 못드는 영끌·빚투… “빚만 갚는 인생 막막”

•   서울: 통계에 안 잡히는 ‘숨은 빚’ 1405조…‘가계부채 폭탄’ 빛의 속도로 는다

•   한겨레: “법위에 재벌 없고 총수 없다…그게 정의고 공정이고 상식이고 법치주의다”

•   한겨레: 재계 우등생들은 왜 ‘ESG워싱’ 의심받고 있나

•   경향(P1): 당정, 소상공인 지원·백신 확보 ‘2차 추경’ 1조 이상 증액 추진

•   경향: 규제 덜한 리모델링 시장 커지자…건설 ‘빅4’도 수주 경쟁 속으로

•   경향: 삼성전자, 미국에 19조원 투자 발표만 하고 2개월째 표류···왜?

•   머니투데이(P1): "한국인이 만들고 외국인들 돈잔치"…K-유니콘의 속사정

•   머니투데이: 6월 구직단념자 역대 최대…'이것'이 문제였다

•   머니투데이: '역대 최고치' 바닷길 비싸지는데...조선업계가 웃는 이유

•   헤럴드경제(P1): “내수 불확실성 확대”…‘낙관→우려’ 급선회

※   기재부: [보도참고] 2021년 7월 최근경제동향

•   헤럴드경제(P1): 주식이 일상으로...‘누구나 주식’의 시대 [헤럴드 뷰]

•   헤럴드경제: 단기사채 규모 600조 육박...일년새 12% 증가

•   파이낸셜뉴스(P1): "서울 수요 분산요? 여기 사는 사람도 당첨 힘들걸요" [현장르포]

•   파이낸셜뉴스(P1): 기업 흔드는 勞리스크 V 반등 불씨 꺼져간다

•   파이낸셜뉴스: ‘하청 직고용’ 줄소송에 최저임금 인상… 인건비 폭탄 터지나 [勞리스크 고조되는 산업계]

•   파이낸셜뉴스: 농축산물 생산도 위축… 장바구니물가 들썩 [폭염의 경제학]

•   파이낸셜뉴스: 금리인상 신호에 비우량채 발행 러시

•   아시아경제: LGD, 대형 OLED 패널 사업 8년만에 흑전 '눈앞'

•   아시아경제: 또 시들해질라…때 잘못 만난 금리상한 주택담보대출

•   디지털타임스(P1): LNG선 특수에 올라탄 K-조선

•   디지털타임스: 비싸진 미국산 원유… 두바이유로 교체하나

•   이데일리(P1): 마구잡이 CB발행 제동 눈앞…'막차물량' 주의보

•   이데일리: [줌인]삼성 긴장시키는 인텔 겔싱어의 배포…'34兆짜리 승부수'

•   연합: 오늘 1천300명 아래, 일요일 기준 최다…비수도권 5인모임 금지

•   e대한경제: 이재용 부재 6개월만에 ‘1등 삼성’이 흔들린다

•   e대한경제: [단독] 文 정부 혈세 90兆로 만든 일자리 '일회성 퍼주기'로 끝났다

•   더구루: 두산밥콕, 英 기자재 업체와 계약…원전 해체 본격화

•   더구루: [단독] 한전, '5.2조' 베트남 붕앙 LNG발전 사업 출사표…정승일 1호 해외사업

•   데일리안: 두산, 구조조정에도 ‘믿음직한’ 전자사업 성장 기대

•   에너지경제: 文정부 4년 신재생E 확대 초라한 성적표…설비 두 배 증가에도 공급 기여도 ‘미미’

•   에너지경제: [‘과속의 덫' 걸린 태양광 산업] 1조 넘는 부품 수입시장 대부분 중국산 장악…"국산 확대에는 상당한 비용 소요"

•   에너지데일리: 신재생 지원 금액 2030년 8조 8723억, 단순 추계 비합리적

•   전자신문(P1): 中, 반도체 장비 사재기...대중 규제에도 미국산 장비 구매 급증

•   전자신문: [기획]태양광·해상풍력·수소에너지 기술로 '탄소중립' 앞당긴다

•   전자신문: [기획]김진영 UNIST 교수 "'페로브스카이트 태양전지'를 주목하라"

•   전자신문: [기획]정기석 에기평 수소PD "수소, 탄소중립 위한 필수조건"

•   전자신문: [삶을 바꾸는 로봇 기술]<중>로봇, 사람과 함께 일하다…도구에서 '동료'로

•   전자신문: "애플 2분기 OLED 패널 재고 조정"…스톤파트너스 조사, 삼성도 구매 감소

•   디지털데일리: 삼성전자 2분기 ‘깜짝실적’…SK하이닉스·LG디스플레이는?

[Opinions]

•   Project Syndicate(Steven Hill): The Rise of the Distributariat

•   Project Syndicate(Mohamed ElBaradei): The America that Israel and Palestine Need

•   Project Syndicate(Ana Palacio): Forgotten Latin America

•   Project Syndicate(Otmar Issing): The Return of Inflation?

•   FT(Editorial Board): Tokyo’s Olympics need not be a flop

•   FT(Editorial Board): Poland’s defiance of EU law must be stopped

•   FT(Editorial Board): Cuba and Haiti must find their own way forward

•   FT(Kenneth Rogoff): Don’t panic: a little inflation is no bad thing

•   FT(Rana Foroohar): Post-pandemic inflation fears are overblown

•   FT(Martin Sandbu): The EU’s green gamble could make it a low-carbon leader

•   FT(Robert Armstrong): The other kind of Fed mistake

•   FT(Stefan Wagstyl): Dangers lurk in exit from Covid recession

•   FT(Adam Samson): Crypto world faces a fateful choice

•   FT(Katie Martin): European shares come in from the cold

•   FT(Gary Silverman): Why US regulation is failing the cryptocurrency test

•   FT(Denzil Davidson): UK and EU find it easier to disagree than compromise on Northern Ireland

•   FT(Anjana Ahuja): Monday is surrender day, not freedom day, in England

•   FT(Claire Jones): Man who started QE now member of committee that slams QE

•   FT(Lex): Carbon counter: environmental cost of cash pales against crypto

•   WSJ(Editorial Board): Biden’s Warning on Hong Kong

•   WSJ(Editorial Board): Congress Goes AWOL on Global Taxation

•   WSJ(Editorial Board): A Covid Vaccine Crossroads

•   NYT(Editorial Board): Joe Biden’s Monumental Environmental Gambit

•   NYT(Paul Krugman): How Big Spending Got Its Groove Back

•   NYT(Anupam B. Jena): Covid Risks Both Democrats and Republicans Took

•   NYT(Elisabeth Rosenthal): Covid Vaccine Booster Shots Are Coming. Are they Needed?

•   NYT(Alex Yablon): Could Banking Magic Save Cities From Climate Disaster?

•   WP(Editorial Board): The E.U. is getting serious about climate. Can the U.S. follow suit?

•   WP(Editorial Board): India’s cruelty to its critics shows the deterioration of the world’s largest democracy

•   WP(Editorial Board): The U.S. is growing more unequal. That’s harmful — and fixable.

•   WP(E.J. Dionne Jr.): Joe Biden and the social democratic moment

•   WP(Josh Rogin): China’s vaccine profiteering at the U.N. is being funded by U.S. taxpayers

•   WP(Fareed Zakaria): We learned from the financial crisis. We can learn from the pandemic.

•   WP(Kim Bellware): Rising delta variant cases prompts questions of a return to tighter health restrictions

•   Bloomberg(John Authers): Bond Yields Falling as Inflation Rises Is an Unsolved Conundrum

•   Bloomberg(Robert Burgess): Reason for 1.30% Treasury Yield Is Becoming Clearer

•   Bloomberg(Liam Denning): Even if UAE and OPEC+ Make Up, It Won't Last

•   Bloomberg(Jonathan Bernstein): Climate Change Policy Depends on Timing in Political Cycles

•   Bloomberg(Ramesh Ponnuru): Powell Has Earned Another Term as Fed Chair

•   Bloomberg(Lionel Laurent): The EU's Climate Revolution Could Stir Up a Populist Yellow Vest Rebellion

•   Bloomberg(Bobby Ghosh): The UBI Skeptics May Be Right

•   Bloomberg(Matthew G Yglesias): The Weak Progressive Case Against Jerome Powell

•   MarketWatch(Mark Hulbert): Fearing a stock market crash? These are two strategies for surviving them

•   Reuters(John Kemp): Oil prices anticipate increase in production

•   매경(사설): EU 탄소국경세도 부담인데 기업잡는 국내 탄소세는 더 걱정

•   한경(사설): 탄소 리스크' 발등의 불…탈원전 환상 버리고 기업과 지혜 모아야

•   조선(한삼희): 원자력 공포의 허구성

•   문화(사설): EU 탄소세, 폭염 전력난…더 이상의 탈원전은 犯罪다

•   문화(이신우): ‘한전 주가’ 잔혹사

•   한겨레(사설): EU ‘탄소 국경세’ 도입, 위기를 기회로 바꿔내야

•   파이낸셜뉴스(김홍재): 탈원전이 부른 전력난… 이제는 멈춰야