Business Intelligence Monitor 210720

(Introduction)

[Markets]

•   Global: Investors flee stocks, pile into bonds as COVID-19 surges; oil plunges

•   US: Why did the Dow tumble Monday? Economic growth is now a bigger worry than inflation.

•   Hong Kong: China Evergrande shares tumble after court freezes $20m bank deposits

•   Chile: Chile Stocks Surge as Communist Knocked Out of Presidential Race

•   Metals: Demand doubts and dollar dent copper sentiment

•   Grains: Wheat climbs as drought persists, soybeans pressured

•   Cryptocurrency: Bitcoin Resumes Slide Toward $30,000 as Crypto Confidence Ebbs

•   한국: 코스피 1% 하락해 3,240대로…외인·기관 순매도

•   한국: 인텔, 파운드리 인수?…"경쟁 격화될라" 삼성 '10만전자' 꿈 되나

•   한국: 두산그룹주 대체로 밀려, 두산 3%대 내리고 두산퓨얼셀 5%대 뛰어

•   한국: 코로나 확산에···원·달러 환율 1,150원대 다시 위협

[Indicators]

•   US Jun. Construction costs: Materials Prices Index Takes Huge Leap from 2020

•   US Jul. NAHB housing market index: U.S. Homebuilder Sentiment Falls to 11-Month Low in July

•   Eurozone May Construction output: Eurozone May construction output +0.9% vs -2.2% m/m prior

•   India 20Q2 Employment: Unemployment rate at 20.8% in urban India in Q1 of 2020 due to stringent nationwide lockdown

[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: Delta Variant Helps Push Covid-19 Cases Higher in Every State

•   WSJ: U.S. Coronavirus Recession Lasted Two Months, Ended in April 2020, Official Arbiter Says

※   NBER: Business Cycle Dating

•   WSJ: Overpaid Unemployment Benefits Total in the Billions During Pandemic

•   WSJ: Derby’s Take: Inflation Expectations Data Roughly Aligned With Fed’s Outlook

•   WSJ: China’s Carbon Trading Debut is a Mixed Bag

•   WSJ: Third Covid Wave Upends Fragile South Africa, a Warning for Developing World

•   WSJ: Vietnam Tells U.S. It Won’t Weaken Currency to Boost Exports

•   WSJ: U.S. Weighs New Sanctions on Iran’s Oil Sales to China if Nuclear Talks Fail

•   WSJ: Money-Market Funds Buckled in Two Crises in a Row. Regulators Look to Fix Them Again.

•   WSJ: Toyota Scraps Plans for Olympics Ads in Japan During Games

•   WSJ: Chip Shortage Reaches Smartphone Makers

•   WSJ: Chip Maker GlobalFoundries Revamps Brand Amid Global Chip Shortage

•   WSJ: IBM’s Revenue Rises for Second Straight Quarter

•   NYT: Biden to Push for Spending Plans in White House Speech

※   White House: Remarks by President Biden on the Economy

•   NYT: Democrats Propose a Border Tax Based on Countries’ Greenhouse Gas Emissions

•   NYT: US to Accuse China of Microsoft Hacking

•   NYT: How China Transformed Into a Prime Cyber Threat to the U.S.

•   NYT: Urged by Foreign Powers, Haiti Announces New Government

•   WP: Heat waves and climate change pose huge risk to workers

•   WP: South Africa’s riots are a warning to the world

•   WP: Despite the hype, iPhone security no match for NSO spyware

•   FT: Macron dithers on nuclear power investment as issue divides France

•   FT: Key sector workers to be exempt from isolation, says Johnson

•   FT: England’s ‘Freedom day’ marked by public restraint

•   FT: UK rules out universal vaccination for teenagers for now

•   FT: Covid test delays hamper England’s battle against new wave

•   FT: Lula keeps policies a mystery on Brazil comeback trail

•   FT: Singapore tightens Covid restrictions after rise in local cases

•   FT: Colombia tries to keep lid on unrest with milder tax reform plan

•   FT: Federal Reserve’s tilt towards tighter policy unleashes dollar bulls

•   FT: Samarco hits back at creditors in battle over Brazil mining disaster

•   FT: Robotaxis: have Google and Amazon backed the wrong technology?

•   FT: Biden’s shot across the bows for the world’s shipping lines

•   FT: US gas exporters face EU methane curbs after carbon tax reprieve

•   Bloomberg: More Than a Third of Earth’s Population Faces Covid Malnutrition

•   Bloomberg: Congress Takes Aim at China’s Recruitment of Talent in U.S.

•   Bloomberg: Fauci: US ‘Pleading’ With People to Get Covid Vaccines as Delta Variant Spreads

•   Bloomberg: U.S. Firms in Hong Kong Seek Assurances on Freedoms, AmCham Says

•   Bloomberg: Lagarde’s Strategy Hints at New Era of ECB Teamwork With Germans

•   Bloomberg: Italy Seeks Ways to Ease Pain of Green Transition, Minister Says

•   Bloomberg: German Floods Shake Up Campaign as Climate Change Hits Home

•   Bloomberg: German Economy Seen Returning to Pre-Pandemic Size This Quarter

•   Bloomberg: BOE’s Haskel Says It Would Be a Mistake to Tighten Policy Now

•   Bloomberg: Alarm Grows on Iran Nuclear Program Among Sidelined Monitors

•   Bloomberg: Urbanization Could Help Solve China’s Shrinking Workforce

•   Bloomberg: UAE Prince Sheikh Mohammed bin Zayed Meets Saudi Arabia's Mohammed Bin Salman

•   Bloomberg: India Opposition Says Modi Used Spyware on Rival Rahul Gandhi

•   Bloomberg: Republicans Want Digital Yuan Restricted at Beijing 2022 Winter Olympics

•   Bloomberg: Yellen Tells Regulators to ‘Act Quickly’ on Stablecoin Rules

•   Bloomberg: China Loan Rate In Focus as Traders Watch for Easing Clues

•   Bloomberg: OPEC+ Compromise Deal Still Favors Saudi Arabia and Russia

•   Bloomberg: Here’s What Citigroup to Goldman Say About the OPEC+ Oil Deal

•   Bloomberg: Vale Iron Output Disappoints in Fresh Blow to Tight Ore Market

•   Bloomberg: China Tech Billionaires Ramp Up Donations as Beijing Cracks Down

•   Bloomberg: China Cities Warn of New Power Outages as Heat Strains Grids

•   Bloomberg: Net Zero Is Hard Work, So Companies Are Going ‘Carbon Neutral’

•   Bloomberg: Offsets Can Play a Role to Make Companies "Carbon Responsible"

•   Bloomberg: Wind Industry Calls on G20 to Speed Up Renewable Power Growth

•   Bloomberg: European ESG Assets Shrank by $2 Trillion After Greenwash Rules

•   Reuters: EXCLUSIVE U.S., Germany to announce deal on Nord Stream 2 pipeline in coming days -sources

•   Reuters: Biden clean energy plan key to restoring industry job losses, says U.S. official

•   Reuters: Brexit deal's N.Ireland protocol not sustainable - UK's Frost

•   Reuters: UK house prices rise again amid record monthly sales - Rightmove

•   Reuters: Japan maintains economic assessment in July report

•   Reuters: Taiwan approves Medigen's COVID-19 vaccine candidate

•   AP: EXPLAINER: How Democrats hope to enact Biden domestic agenda

•   CNN: Covid vaccine myths debunked: These reasons for not getting a shot don't hold up. In fact, they'll set the US back

•   CNBC: WHO officials say we could have Covid under control next year ‘if we’re really lucky’

•   CNBC: Schumer to push Senate forward on bipartisan infrastructure bill, budget resolution this week

•   CNBC: Homebuyers aren’t seeing savings from falling lumber prices – here’s why

•   MarketWatch: As delta variant spreads, younger Americans say fear of side effects is keeping them from getting vaccinated

•   MarketWatch: Delta poses new threat to U.S. economy and Fed timetable on ending easy-money strategy

•   SCMP: China shipping backlog leaves factory owners with nowhere to put goods, and prices are rising

•   SCMP: US revives WTO grain import quota case as China lags behind in commitments to buy American farm goods

•   SCMP: US-China economic talks ‘infinitely far away’ with ‘emphasis on competition over cooperation’

•   SCMP: Coronavirus: proposed WHO origins study ‘inconsistent’ with China’s position

•   Caixin: Tsinghua Unigroup’s Bankruptcy Restructuring Sets Back China’s Chip Dreams - Caixin Global

•   Caixin: China’s Heavy Industry Faces Profit Pressures From EU Carbon Border Tax, Analysts Say

•   Caixin: China’s Steel Industry Braces for Curbs Under Forthcoming Carbon Neutrality Plan

•   Nikkei Asia: Japan approves COVID antibody cocktail used to treat Trump

•   Nikkei Asia: Suzuki to launch EVs by fiscal 2025, in India first

•   Nikkei Asia: India's COVID second wave disrupts vaccine export plans

•   Economic Times: Business activity in India saw gradual V-shaped recovery in June: Nomura

•   OilPrice.com: Credit Suisse Lifts 2021 Average Brent Price To $70

•   MINING.com: Low-cost, sustainable plasma technology could replace one of world’s rarest materials

•   MINING.com: EV Metal Index quadruples year-on-year as lithium, nickel prices rally

•   For Construction Pros: Construction Sector in Americas Optimistic Post-COVID & Sees Technology as Key to Growth

•   DIGITIMES: TSMC dossier (8): Can China establish leadership in semiconductor sector?

•   Robotics Tomorrow: The Intersection of Telematics and Robotics

•   Dronelife: Teal Drones Acquired by Red Cat Holdings

•   매경(P1): 모더나 수급 비상…삼성 현대차 대기업 화이자로 긴급 변경

•   매경(P1): 당정, 소상공인 코로나 보상금 내달 17일부터 지급

•   매경: 여론은 '80% 선별지급' 앞서는데…전국민 지원금 미련 못 버리는 與

•   매경: '초과세수' 35조원 안 될 수도 있다는데…

•   매경(P1): [단독] "기업 잘못은 개인 아닌 법인에 책임 물어야"

•   매경: 탄소중립 추진하는 사람들이 탈원전 주장하는건 어불성설

•   매경: [단독] "기재부, 예타개선안 내놔라"…與 최후통첩

•   매경: "최저임금 재심의를"

•   매경: 현대차 로봇개 '스팟' 해외매장서 첫선

•   매경: "재건축 어느 세월에…" 서울 아파트 '리모델링' 바람 분다

•   매경: 코로나로 20대·50대 채무조정 늘었다

•   한경(P1): 脫원전 4년, 무너진 산업생태계…공장엔 녹슨 장비만 덩그러니

•   한경: "원전 죄악시하는데 누가 오겠나"…원자력 인력 생태계 붕괴

•   한경: "한국, 탈원전 5년 더 가면…美처럼 조립도 못하는 나라 된다"

•   한경: "정재훈 사장 개인 소송에 한수원 법무실 동원 의심"

•   한경(P1): 자이낸스 시대…MZ세대가 금융판 흔든다

•   한경: "작년에 산 3층짜리 상가 텅 비었다"…신촌 건물주 '눈물'

•   한경: "인플레 우려↑"…금리인상 명분 쌓는 한은

※   한국은행: 최근 인플레이션 논쟁의 이론적 배경과 우리경제 내 현실화 가능성 점검

•   한경: "중대재해법 여전히 모호"…소송대란 불보듯

•   한경: 산은, HMM 몸집 줄인 뒤 단계적 지분 매각 추진

•   한경: 삼성重, 재생에너지 공략…대형 해상풍력 설비 개발

•   한경: LG이노텍 '캐시카우' 기판소재

•   한경: 강원, 6조 들여 수소산업 키운다

•   한경: 메모리 반도체, 하반기 '주춤'…내년 상반기 '회복'

•   서경(P1): 개별종목서 ETF로···서학개미 '머니무브'

•   서경: "변동성 장세, 빅테크 몰빵 위험"···서학개미 채권·메타버스 등 ETF 분산투자로 진화

•   서경: 차갑게 식어가는 테슬라 사랑

•   서경: 올 해외주식·채권 거래 321조···작년 전체 결제 금액 86% 달해

•   서경: 야놀자 10조·여기어때 3,000억···기업가치 가른 '오너십'

•   서경: 고용 늘린 기업 세액공제 연장 검토

•   서경: [단독] 반도체 부족에···삼성 갤탭, 와이파이모델 빼고 출시

•   서경: 주택공급에 꽂힌 대권주자들···건설株 부푼꿈

•   조선(P1): 文대통령, 도쿄올림픽 때 일본 안 간다

•   조선: 3개월새 코인 반토막… ‘계단식 추락’에 20대 휘청

•   조선비즈: 금리 인상으로 집값 잡겠다는 한은… 부동산 시장에선 “못 잡을 것”

•   조선비즈: 제자리 걸음 백신 접종률, 속타는 기재부… “지금 이대로면 3분기 ‘마이너스 성장' 가능성”

•   중앙(P1): 전력 다급한 정부, 원전부터 살린다

※   신고리 4호 재가동 오늘 승인날 듯

※   공공기관엔 에어컨 사용 자제령

※   산업부: 계획예방정비 등으로 정지 중인 원전 3기, 7월 중 순차적 재가동 전망

•   중앙: ‘인텔 공세’ 파운드리 판 흔드는데…삼성, 미국 2공장은?

•   동아: “횟감 4t 준비했는데 날벼락”… 셧다운 첫날 강릉거리 텅 비어

•   동아: 김동연 “나라 위해 몸던지는 게 도리” 대선출마 시사

•   동아: 내일 한반도 위에 ‘열돔’… 서울 36도 폭염

•   동아: 美, 中반도체 옥죄기에 국내업계 “전략 새로 짤 판”

•   동아: LG엔솔, 中CATL 제치고 5월 전기차 배터리 시장 1위

•   문화: 원자재난까지… 車업계 ‘악재 터널’ 끝이 안보인다

•   문화: “정유·조선·車 하반기 매출 둔화… 코로나前 수준 회복 힘들듯”

※   전경련: 주력 제조업 2021년 하반기 전망 조사

•   한국(P1): [단독] 선진국은 뛰는데… 부처 알력에 10년 공들인 자율주행 ‘스톱 위기’

•   한국(P1): 수도권 4단계 일주일째, 효과는 '글쎄'… “8월 연장 불가피”

•   헤럴드경제(P1): 내수 불확실성 고조...‘더블딥 공포’ 재확산

•   헤럴드경제: 올 수도권 아파트 실거래가 15%이상 폭등

•   파이낸셜뉴스(P1): 빌 게이츠도 탐낸 K-SMR, 캐나다 시장 뚫었다

•   아시아경제(P1): LNG발전소 10기 중 4기 논다

•   아시아경제: 친환경이지만 단가 높아…외면하는 LNG 발전

•   아시아경제: 폭우·가뭄, 세계 기상이변…"하반기 애그플레이션 부채질"

•   아시아경제: 가공식품·최저임금 줄줄이 인상…외식물가 또 오른다

•   디지털타임스: LCD 패널값 고점 찍고 하락세…국내업체, 예정대로 출구전략

•   이데일리(P1): [단독]공공재건축 추가 인센티브로 '재초환 완화' 검토

•   연합: 오늘 1천200명대 예상…전문가 "4단계 효과 아직, 더 유지해야"

•   팍스넷뉴스: [다시 뛰는 두산] 단순해진 지배구조…新사업 개척 속도

•   더구루: [단독] 팀코리아 UAE원전 독점권 잃었다…정승일 한전 사장 대응 전략 주목

•   더구루: 현대차, 19일 브라질공장 1교대→2교대 전환…정상화 속도

•   아시아투데이: “두산밥캣, 재무·업황 개선이 단기실적 우려 상쇄”

•   에너지경제: 태양광 확대 정책, 수익악화에 차질?…RPS 고정가격계약도 '역부족'

•   에너지경제: 한전 연구원, 전력 빅데이터 AI 분석 플랫폼 개발 완료

•   전자신문: [이슈분석] 산업계, '산업데이터' 둘러싼 갈등 산적…기업 DX 발목 잡는다

•   전자신문: [테크트렌드]'서비스로봇' 시대의 개막

•   ZDNet Korea: 2Q 배터리 실적 희비…삼성 중대형전지 첫 흑자, LG 적자전환

•   디지털데일리: 삼성전자, 갤Z폴드3·플립3 출시 8월20일·27일 고심…왜? [IT클로즈업]

[Opinions]

•   Project Syndicate(Carl Bildt): The Variant Threat Is Real

•   Project Syndicate(Robert Skidelsky): Should Central Banks Have a Green Mandate?

•   Project Syndicate(Juan Manuel Santos): Peacemaking After the Pandemic

•   FT(Editorial Board): UK government is not free of its Covid duty

•   FT(Ruchir Sharma): The two big reasons to doubt the global boom

•   FT(Gideon Rachman): China is still a long way from being a superpower

•   FT(Patrick Jenkins): The private equity backlash against ESG

•   FT(Joe Spearing): Joe Biden’s unconventional climate gambit may be what the US needs

•   WSJ(Editorial Board): Iran’s Answer to Biden’s Diplomacy

•   WSJ(Aharon Friedman, Stephen Miran): The Inflation Tax on Capital

•   WSJ(Marty Makary): The Flimsy Evidence Behind the CDC’s Push to Vaccinate Children

•   NYT(Gail Collins, Bret Stephens): Joe Biden Won’t Stop Surprising Us

•   WP(Max Boot): Stop pleading with anti-vaxxers and start mandating vaccinations

•   WP(Jennifer Rubin): Finally, it is infrastructure week

•   WP(James Downie): The U.S. is backsliding on covid-19. Republicans seem to have decided that’s acceptable.

•   Bloomberg(Mohamed A. El-Erian): Delta’s Unknowns Complicate Medical and Economic Responses

•   Bloomberg(Gary Shilling): With Bond Yields, Something Has to Give

•   MarketWatch(Brett Arends): Worried about inflation? Here’s how investments did in the 1970s

•   Reuters(John Kemp): Lower oil prices prompt hedge fund short-covering

•   매경(유승민): 친환경 투자, 10년 이상 대세될 것

•   매경(유승훈): 탄소중립, 국민·기업과 함께 가야

•   한경(사설): 쌓여가는 '탈원전 계산서…이젠 과학으로 복귀해야

•   문화(이호근): 탄소국경세 ‘무역 장벽’ 대비 급하다

•   국민(문진영): EU 탄소국경세, 이제 시작이다

•   파이낸셜뉴스(사설): 노동·연금개혁, 불편한 진실 꺼낸 김동연

•   디지털타임스(사설): 또 폭염 전력대란 우려… 탈원전 폐기만이 해법이다