Business Intelligence Monitor 210721

(Introduction)

[Markets]

•   Global: Wall Street closes higher, Treasury yields rebound despite COVID variant fears

•   Metals: Copper recoups some losses after COVID-driven sell-off

•   Grains: Wheat at two-month peak on U.S. weather worries

•   한국: 델타변이 불안에 코스피 사흘째 하락…외인 순매도 지속

•   한국: 오늘부터 역대급 폭염 시작된다…전력산업株 뜨거운 상승

•   한국: '원전 재가동'에 간만에 웃은 두산重·한전KPS

•   한국: 다시 살아난 '그린 모멘텀'…풍력·태양광株 꿈틀

•   한국: 두산그룹주 방향 못 잡아, 두산 2%대 내리고 두산중공업 1%대 올라

•   한국: "불안할 땐 역시 달러"…원화값 9개월래 최저, 올 첫 1150원대

[Indicators]

•   US Jun. Housing starts: U.S. Housing Starts Top Forecasts, Increase to Three-Month High

•   US Jun. Housing inventory: Housing inventory grows for first time in over a year: report

•   Eurozone May Current account: Eurozone Current Account Surplus Declines In May | Markets Insider

•   China LPR: China’s Banks Keep Rates Flat, Confirming Policy Stability

•   Japan Jun. CPI: Japan's core inflation hits 15-month high on energy costs

•   Japan Jun. Convenience store sales: Japan convenience store sales up 0.8% in June

•   한국 상반기 기업 직접금융 조달실적: 기업도 ‘시설·주식’ 투자 열풍

•   한국 5월 경제활동인구 조사(청년층 부가조사): 취준생 86만명 사상최대…세명 중 한명은 "공무원 준비"

•   한국 6월 PPI: 6월 생산자물가 전월대비 8개월 연속 올라

[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: White House Sticks to Current Covid Guidance After Staffer Tests Positive

•   WSJ: Infrastructure Vote Approaches Without Final Agreement in Place

•   WSJ: U.S.-German Deal on Russian Natural-Gas Pipeline Expected Soon

•   WSJ: Montana Boomtown Jumps to No. 1 on WSJ/Realtor.com Housing Market Index

•   WSJ: Home Building Booms, but Not Enough

•   WSJ: Oil-Price Swoon Spurs Traders to Bet on Further Declines

•   WSJ: Pedro Castillo Is Declared Peru’s President-Elect

•   WSJ: China Moves to Ease Child-Rearing Costs, in Drive to Boost Births

•   WSJ: Chinese Suppliers to Apple, Nike Shun Xinjiang Workers as U.S. Forced-Labor Ban Looms

•   WSJ: India’s Covid-19 Death Toll Is Likely in the Millions, Study Finds

•   WSJ: Blue Origin Launch: Jeff Bezos and Crew Complete Successful Space Flight

•   WSJ: Has Evergrande’s Long-Delayed Debt Reckoning Finally Arrived?

•   WSJ: The World’s Biggest Miner Picks Profit Over Production

•   NYT: One Dose of J.&J. Vaccine Is Ineffective Against Delta, Study Suggests

※   bioRxiv: Comparison of Neutralizing Antibody Titers Elicited by mRNA and Adenoviral Vector Vaccine against SARS-CoV-2 Variants | bioRxiv

•   NYT: Biden Has Angered China, and Beijing Is Pushing Back

•   NYT: The Delta variant makes up an estimated 83 percent of U.S. cases, the C.D.C. director says.

•   NYT: Apple delays its return to office as the Delta variant surges.

•   WP: Mask mandates make a return — along with controversy

•   WP: Germans ponder what went wrong with disastrous floods

•   WP: On the list: Ten prime ministers, three presidents and a king

•   WP: U.S. and E.U. security officials wary of NSO links to Israeli intelligence

•   FT: UK sets collision course with EU under plans to redraw Brexit deal

•   FT: EU stance on talks for relationship with Gibraltar provokes UK anger

•   FT: Carbon emissions headed for new record in 2023, says IEA

※   IEA: Sustainable Recovery Tracker

•   FT: Italian blood samples revive debate over first signs of Covid in Europe

•   FT: Brussels warns Poland to comply with EU court rulings or face fines

•   FT: Huawei equipment quality still insufficient says UK

•   FT: National Grid faces being stripped of energy system management role

•   FT: ‘There are possibilities everywhere’: US workers demand a better deal

•   FT: Sliding US power emissions still lag Biden’s ambitions

•   FT: China lacks Covid exit strategy as it strives for zero infections

•   FT: Myanmar’s Covid surge fuelled by distrust of military junta

•   FT: Biden will not back down on climate plans, says environmental agency chief

•   FT: Taliban rockets target presidential palace in Kabul

•   FT: Africa’s green superpower: why Gabon wants markets to help tackle climate change

•   FT: ‘I have nothing to lose any more’: Iranians protest over water shortages

•   FT: Rising dollar stokes nerves for emerging market investors

•   FT: ‘It’s not going to be normal by September’: investors take stock as Delta spreads

•   FT: Iron ore miners struggle to boost output even as demand soars

•   Bloomberg: John Kerry Urges China to Help Break Climate ‘Suicide Pact’

•   Bloomberg: Biden Team Sees Chip Supply Gains, Relief Soon for Carmakers

•   Bloomberg: Boris Johnson’s Trucker Troubles Become a Business Nightmare

•   Bloomberg: U.S. Hails Taiwan Move to Open First Europe Office With Its Name

•   Bloomberg: Tokyo Olympics Covid Cases Hit 71 as Opening Ceremony Nears

•   Bloomberg: Patchy Monsoon Rain Raises Growth and Inflation Worries in India

•   Bloomberg: House Prices Overvalued by 10% in Richest Nations, Oxford Says

•   Bloomberg: Emerging-Market Investors Pile Into Bonds as Delta Spreads

•   Bloomberg: Bond Bull Major’s 1% Yield View Suddenly Looks Prescient

•   Bloomberg: Indonesia Revamps Debt Strategy to Slash Sales by $20 Billion

•   Bloomberg: Drought and Heat Lift Corn and Soy Amid Crop Outlook Uncertainty

•   Bloomberg: The World’s Road Fuel Demand to Peak Years Earlier Than Expected

•   Bloomberg: BP Faces Latest Test for Offshore Wind Push in U.K. Waters

•   Bloomberg: Intel’s Mobileye Runs Self-Driving Test Cars in New York City

•   Bloomberg: Huawei Spending on Lobbyists Surges in Push to Counter U.S. Bans

•   Bloomberg: Emissions Could Hit New Record by 2023 Without More Green Spending

•   Bloomberg: France Cracks Down on Car, Home and Plane Emissions in New Law

•   Bloomberg: BlackRock Voted Against 255 Directors for Climate Issues

•   Reuters: ADB trims developing Asia's 2021 economic growth forecast to 7.2%

※   ADB: Asian Development Outlook (ADO) 2021 Supplement: Renewed Outbreaks and Divergent Recoveries

•   Reuters: IMF urges countries to shift from economic rescue to reforms

•   IMF: Seizing the Opportunity for a Pro-Growth, Post-Pandemic World

•   Reuters: Trump ally Barrack arrested on foreign lobbying charges -U.S. Justice Department

•   Reuters: Britain's COVID-19 cases up by nearly 41% over past week

•   Reuters: EU begins real-time review of Sanofi-GSK COVID-19 vaccine

•   Reuters: Indian govt seeks approval for $3.17 bln extra spending

•   Reuters: Indonesia extends COVID curbs to July 25 as cases remain high

•   Reuters: Brazil's Bolsonaro says he will veto lawmakers' $1 bln electoral fund

•   Reuters: More than half of Australia's population under COVID-19 lockdowns

•   Reuters: China reports spike in new coronavirus cases on border with Myanmar

•   Reuters: Russia to spend another $10 billion on national goals by 2024 - PM

•   Reuters: Goldman cuts Q3 Brent forecast to $75 a barrel on Delta demand hit

•   AP: Heavy flooding hits central China; subways inundated

•   CNBC: Crude oil volatility just a 'hiccup,' says BK Asset's Boris Schlossberg

•   CNBC: Climate crisis and carbon capture: Why some are worried about its role

•   CNBC: Bitcoin mining isn’t nearly as bad for the environment as it used to be, new data shows

•   SCMP: Has the Delta variant curbed the effectiveness of lockdowns in ‘zero coronavirus’ economies like Australia and Hong Kong?

•   SCMP: China is pushing its own coronavirus lab leak theory in latest battle of narratives

•   SCMP: US military planes’ Taiwan visits signal new tactic to Beijing, analysts say

•   SCMP: Chinese cities face power outages as economic rebound, heat put grids under pressure

•   SCMP: China’s slowing economic growth and potential headwinds may suggest fiscal loosening is imminent

•   SCMP: China’s rare earth exports surge past pre-coronavirus levels, despite Western push to diversify supply

•   Nikkei Asia: Supply imbalance leaves 150m doses of COVID vaccine unused

•   Equipment World: Komatsu, AgJunction Team Up for AI Automation Kits

•   Construction Equipment: Volvo Sales Up 13 percent in Q2

•   DIGITIMES: Automotive component and parts suppliers cautious about 2H21

•   DIGITIMES: Xiaomi benefits most from US trade curbs on Huawei

•   DIGITIMES: Server makers gearing up for 5G edge computing boom

•   DIGITIMES: Chip orders for 5G smartphones picking up

•   Robotics & Automation News: Top 5 Cases to Use AI in Manufacturing

•   매경(P1): 재건축 2년 실거주 의무 사라지자 은마 전세가 쏟아졌다

•   매경(P1): 209조원 사상 최대 실탄 쥐고도…삼성 1조도 못썼다

•   매경(P1): 이번엔 맹꽁이 때문에…제주2공항 또 발목잡혔다

•   매경: 한은 "집값 20% 폭락땐 소비 4% 감소"

※   한국은행: 주택가격 변동이 실물·물가에 미치는 영향의 비대칭성 분석

•   매경: '최태원식 ESG' 결실…SK, 사회적 가치 1조 창출

•   매경: "넘쳐나는 돈 갈 곳이 없다"…상반기 서울 빌딩 18조 거래됐다, 역대 최대

•   한경(P1): "원전 가동 늘리니 온실가스 발생 줄었다"

•   한경: 블랙아웃 우려까지 번지자…정부 "국민들 전기사용 자제를"

•   한경: 태양광 생산 단가 떨어져도 보조금 퍼주며 가격 보전

•   한경: 태양광 때문에 잘려나간 나무만 249만 그루…탈원전 잔혹사

•   한경(P1): 1년 만에…국회 첫 관문 통과한 '구글 인앱결제 방지법'

•   한경(P1): "Z세대 40%가 카카오뱅크 사용"

•   한경: 베트남·인도 생산기지 '셧다운'…韓기업들 초비상

•   한경: 걷잡을 수 없이 번지는 델타…기업 포스트코로나 전략도 '먹구름'

•   한경: 與 "추경 '33조+α' 증액 불가피"

•   한경: 韓銀 디지털화폐 시범사업자에 카카오

•   한경: 기존 아파트도 전기차 충전기 의무화

•   한경: 증시 새 걱정거리 된 '스태그플레이션'

•   한경: "이젠 배터리업체로 불러다오"…2차전지 공격 확장나선 상장사

•   서경(P1): [단독]"2030년 42.5% 감축" 脫탄소 시계 더 빨라졌다

•   서경: [단독]탄소감축 신기술 30년뒤에나 가능···반도체공장 증설도 못할 판

•   서경: 火電보다 낮은 신재생 발전량···전력피크때 기여도 고작 8%뿐

•   서경: 부랴부랴 신월성 가동해놓고···與 "전력 수급, 탈원전과 무관"

•   서경(P1): [단독] 삼성도 '휴젤 인수전' 뛰어드나

•   서경(P1): '마용성' 2년내 고작 78가구···'씨마른 입주물량'

•   서경: 21곳 2년간 입주 3,000가구 안돼···임대차법까지 '끝모를 쇼크'

•   서경: 부산 당감4구역도 "철회해달라"···도심 공공개발 절반이 난항

•   서경: [단독] 민간과 집값 통계 격차 큰데···정부 '18개월간 표본보정 없었다'

•   서경: 전경련 “EU 탄소국경세 도입으로 韓철강 수출때 연 3,390억 추가 비용”

※   전경련: EU 탄소국경조정제도 주요내용 및 시사점

•   서경: '토건 정권' 비판하더니···민주당, 전국 돌며 'SOC 폭주'

•   서경: 지방 신축 23%↑···서울 재건축 만큼 올랐다

•   조선(P1): 4번째 먹통… 백신 예약하다 휴대폰 던질 뻔했다

•   조선: ‘토지거래허가구역’ 규제도 무용지물… 강남·송파 아파트값 더 올라

•   조선: 전력수급 비상에… 정비 중인 신월성 1호기, 5주 앞당겨 투입

※   산업부: 산업부 장관, 여름철 전력수급 대비 현장 점검

•   조선비즈: 애플, 아이패드에 OLED 탑재 확정…삼성·LG, 중소형 OLED 투자 검토

•   조선비즈: 델타 변이 탓 긴 조정장 오나… 증시 전문가 “과도한 우려, 당분간 횡보”

•   인베스트조선: 끝난 줄 알았던 코로나...가격 변수로 다시 떠오른 '수익 지속성'

•   동아: 文 “한일 정상회담 실무협의 계속”… 양국 외교차관은 싸늘한 만남

•   한국(P1): 4차 유행과 맞물려 검출률 껑충... 델타형, 이미 우세종 됐나

•   국민(P1): 부울경·대구·경북 통합 ‘특별지자체’ 만든다

•   서울: 수주 낭보에도 웃지 못하는 조선업계, 왜?

•   세계(P1): 언제까지 버텨야… 자영업자, 코로나 대출 141조 증가

•   세계: 비수기에도 서울 아파트 전셋값 오름세…‘대란’이 온다?

•   머니투데이(P1): 이재명·윤석열 둘다 동의하는 한가지 "누구나 불공정 기업 고발"

•   머니투데이: 연이은 대형 스포츠 행사…LG전자 주도하는 'OLED 판' 커진다

•   헤럴드경제(P1): 값 안 오른 고기가 없네

•   파이낸셜뉴스(P1): 부동산이 '빈부' 벌렸다… 文정부의 아이러니

•   파이낸셜뉴스: 기준금리 인상, 8월이냐 10월이냐

•   파이낸셜뉴스: 석탄발전 퇴출 우려… 건설사 수조원대 손실 불가피

•   디지털타임스: LTE보다 빠른 5G 증가세… "동북아 가입자 14억건 예상"

•   디지털타임스: 둘둘 말아 연결해도 전원이 번쩍… 꿈의 전지 상용화 한발짝

•   이데일리: 검색→SNS→메타버스로…공간을 혁신하는 ‘디지털 신세계’

•   이데일리: 脫원전과 탄소중립의 간극…국민 치를 비용만 수백兆

•   연합: 오늘 1천800명 안팎 최다기록, 전국대유행…수도권 4단계 연장 불가피

•   뉴스토마토: '중국 부진' 건설기계, 신흥시장 공략으로 돌파구

•   e대한경제: 벙커에 빠진 文정부...재계 소통도 끊었다

•   더구루: 두산밥콕-알트라드 밀월 강화…英 원전시장 공략 드라이브

•   에너지경제: 전력대란 우려에 신규 석탄발전 역할론도 탄력

•   전자신문: 현대차 주도 민간 '수소기업협의체' 외연 확장 나섰다

[Opinions]

•   Project Syndicate(Helen Mountford, Mauricio Cárdenas): How to Reach Net Zero

•   Project Syndicate(Shlomo Ben-Ami): Managing a New Middle-East Order

•   Project Syndicate(Howard Davies): Put Central Bankers in Their Place

•   Project Syndicate(Javier Solana, Enrique V. Iglesias): Latin America’s Perfect Storm

•   Project Syndicate(Hoe Ee Khor, Suan Yong Foo): Fixing the Global Tech Split

•   Project Syndicate(Katharina Pistor): Joe Biden’s Pro-Market Agenda

•   FT(Editorial Board): Ramaphosa must act to defend South Africa

•   FT(Martin Wolf): The time to embrace central bank digital currencies is now

•   FT(Robert Armstrong): More of the same, but worse

•   FT(Lex): China power companies: heatwaves and low coal stocks threaten profits

•   WSJ(Editorial Board): Joe Biden’s Inflation Guide

•   WSJ(Editorial Board): How Trump Nearly Justified Car Tariffs

•   WSJ(Holman W. Jenkins, Jr.): The Delta Variant Is a Reality Test

•   WSJ(William McGurn): Joe Biden’s Vietnam, Then and Now

•   WSJ(Jason L. Riley): Biden and Blinken Ask China and Russia for a Lecture on Racism

•   WSJ(John Greenwood, Steve H. Hanke): Too Much Money Portends High Inflation

•   WP(Editorial Board): We’ll Always Have Covid

•   WP(Eugene Robinson): What will Democrats do on infrastructure? Ask Eugene Robinson.

•   WP(Leana S. Wen): The pandemic has changed course again. The Biden administration urgently needs to do the same.

•   WP(Kate Woodsome): Biden’s thorny Iran challenge is reaching a tipping point

•   Bloomberg(John Authers): Bond Market Says Forget Inflation Scare, Worry About Growth

•   Bloomberg(John Authers): Will Inflation Rise in 2021 and Hurt Markets? Track These Data Points

•   Bloomberg(Clara Ferreira Marques): Covid-19 Is the Salt in South Africa’s Wounds

•   Bloomberg(Faye Flam): Covid Vaccine Booster Shots? Not Yet.

•   Caixin(Shen Jianguang): China’s Economic Growth Drivers Need to Shift

•   매경(사설): 전력수요 급증하자 서둘러 원전가동, 탈원전 허상 드러났다

•   서경(사설): 부랴부랴 ‘정비 원전’ 가동, 언제까지 땜질 처방만 할 건가

•   조선(사설): 전력 공급 위기에 처하자 원전에 손 내민 탈원전 정부

•   문화(사설): 에어컨 못 켜고 선별진료소 중단, 쌓이는 탈원전 죄상

•   세계(사설): 탈원전 외치더니 폭염 닥치자 원전에 SOS 치는 현실

•   파이낸셜뉴스(사설): 원활한 전력 공급, 원전만한 게 없다

•   헤럴드경제(사설): 정비 원전 조기 투입은 옳은 결정, 안전 확보에 만전을