Business Intelligence Monitor 210723

(Introduction)

[Markets]

•   Global: Wall Street closes up after choppy trading due to higher jobless claims

•   Metals: Copper rises on weakening dollar as risk appetite improves

•   Grains: CBOT wheat snaps winning streak; corn, soybeans also fall

•   한국: 코스피 닷새만에 반등…기관·외인 순매수에 1%대 상승

•   한국: 주택공급 확대 줄공약에 건설주 ‘들썩’

•   한국: 두산그룹주 엇갈려, 두산퓨얼셀 4%대 내리고 두산밥캣 1%대 올라

[Indicators]

•   US Jun. Existing home sales: U.S. Median Home Price Hit New High in June

•   US Jul. MCI-EFI: Confidence in Eqpt. Market 72.9%: ELFF

•   US Weekly Jobless claims: U.S. Unemployment Benefit Rolls Shrink as States Exit Pandemic Programs

•   Eurozone Benchmark rate: ECB divisions open up over pledge to persist with negative rates

※   ECB: Monetary policy decisions

•   Eurozone Jul. Consumer confidence: Eurozone Consumer Confidence Declines in July

•   India Q2 Smartphone shipments: Smartphone shipments in India fell 13% in Q2 due to Covid-19

※   Canalys: India's smartphone market falls 13% sequentially in Q2 amid second COVID wave

•   India Jul. Consumer sentiment: Monsoon effect: Consumer sentiment turns corner in July, rural India upbeat

•   Indonesia Benchmark rate: Indonesia Holds Rates, Pledges ‘Pro-Growth’ Policy Into 2022

•   South Africa Benchmark rate: South Africa Turns Less Hawkish on Key Rate After Riots

•   한국 2020년 국민대차대조표: 문재인 정부 4년, 주택총액 1700조 증가

•   한국 상반기 M&A: 상반기 M&A 56건…작년보다 22% 증가

•   한국 2분기 항만 수출입 물동량: 2분기 항만 수출입 물동량 9.5%↑…"석유화학·자동차수출 호조"

•   한국 주간 아파트 가격(부동산원): 또 최고가···'고점 경고' 비웃는 집값

[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: GOP Senators Resist Raising Debt Ceiling as Democrats Push Biden Spending Plans

•   WSJ: How Congress Makes Infrastructure Math Add Up: ‘Killing the Dead’ and Other Budget Tactics

•   WSJ: U.S. Advisory Panel Signals Preliminary Support for Covid-19 Vaccine Boosters

•   WSJ: Fed Ramps Up Debate Over Taper Timing, Pace

•   WSJ: Biden’s China Policy Borrows From Trump and Adds Allies to Raise Pressure

•   WSJ: How Much More Will Your Oreos Cost? Companies Test Price Increases

•   WSJ: Justice Department Underscores Independence From White House

•   WSJ: China Rejects WHO Proposal for Second Phase of Covid-19 Origins Probe

•   WSJ: China’s Push to Purge Organized Crime Casts Shadow Over Private Businesses

•   WSJ: China Flood Death Toll Rises Along With Questions Over Infrastructure

•   WSJ: U.S., Iraq to Agree That U.S. Combat Troops Should Leave by End of 2021

•   WSJ: Western Wildfires Are Hitting Lumber Prices

•   WSJ: EV Batteries: The Next Victim of High Commodity Prices?

•   WSJ: Intel Sales Bolstered by Strong PC Demand

•   WSJ: Startup Claims Breakthrough in Long-Duration Batteries

•   WSJ: Shortage of Railroad Workers Threatens Recovery

•   WSJ: Mercedes-Benz Plans to Go All-Electric by End of Decade

•   NYT: Why Vaccinated People Are Getting ‘Breakthrough’ Infections

•   NYT: Should People Who Took The Covid-19 Vaccine Start Wearing Masks Again?

•   NYT: Amid rising cases, the C.D.C. director warns the U.S. is at ‘another pivotal point’ in the pandemic.

•   NYT: As European Nations Look to National Health Passes, Can the U.S. Learn Any Lessons?

•   NYT: New U.S. sanctions aim to punish Cuban forces for crackdowns on protesters.

•   FT: German-US deal on Nordstream 2 pipeline fails to bridge European divides

•   FT: EDF says it would shut Taishan reactor if it were in France

•   FT: Why Britain’s latest Brexit gambit won’t work

•   FT: Why Europe needs to come together to pull off its green transition

•   FT: UK ministers accused of ‘dodging’ tough trade-offs in post-Brexit trade deals

•   FT: UK inflation risk hinges on wage growth, warns BoE official

•   FT: UK ‘pingdemic’ spreads as record 600,000 people told to self-isolate

•   FT: Wall Street banks redirect China IPOs to Hong Kong after Didi shock

•   FT: China rushes to set up bailout funds for indebted state-run firms

•   FT: Security concerns are weakening China’s place in the world

•   FT: Tesla signs nickel deal with BHP to secure non-Chinese supply

•   FT: Bets on electric vehicles light up lithium miners and battery makers

•   Bloomberg: Asia Digital Deal Raises Hope U.S. to Rejoin TPP Successor

•   Bloomberg: Covid shots: why the vaccinated are still at risk from coronavirus

•   Bloomberg: U.S.-China Goods Trade Booms as If Virus, Tariffs Never Happened

•   Bloomberg: Biden Team Plans for Chips Funding Even Before Congress Acts

•   Bloomberg: Vaccine Myths Cripple U.S. Uptake as Delta Variant of Covid Surges

•   Bloomberg: Record U.S. Coal Shipment to China Highlights Australia’s Pain

•   Bloomberg: Biden Hosts Business, Labor Chiefs Amid Infrastructure Drama

•   Bloomberg: Covid Increase in Hot-Spot U.S. States Is Forecast to Worsen

•   Bloomberg: Weidmann, Wunsch Opposed ECB’s New Guidance on Interest Rates

•   Bloomberg: Deadly Water Protests in Iran's Khuzestan Province Challenge Distracted Leaders

•   Bloomberg: Venezuela Snubs U.S. Sanctions With First Oil Import This Year

•   Bloomberg: Saudi Prince Abdulaziz bin Salman Seeks to Tame Oil Prices, OPEC, Russia

•   Bloomberg: China’s Latest Easing Sparks a Shift Through Its Local Debt

•   Bloomberg: China Offers Oil Reserves in Unprecedented Move to Cool Rally

•   Bloomberg: Russia Is Ready to Ban Gasoline Exports If Record Prices Persist

•   Bloomberg: Steel Investors Spotlight Upbeat Outlook as Rally Endures

•   Bloomberg: South America’s Left Turn Is Bullish Copper, Top Miner Says

•   Bloomberg: Chip Bellwether Raises Concern Industry Will Overshoot Demand

•   Bloomberg: China Weighs Serious Penalty for Didi After U.S. IPO as Tech Crackdown Escalates

•   Bloomberg: Tight Battery Market Is Next Test for EVs Caught in Chip Crisis

•   Bloomberg: Work-From-Home Future Fades in Asia as Offices Seek More Space

•   Bloomberg: Clean Energy Wants to Tap Coal’s Power Infrastructure

•   Bloomberg: N.J. Amps Up Wind Fight, Overriding Beach Towns Balking at Farms

•   Bloomberg: Food Crops Become Animal Feed as North American Drought Worsens

•   Reuters: G20 agrees statement on environment, struggles over climate progress

•   Reuters: U.S. CDC advisers back J&J COVID-19 vaccine benefits amid neurological illness reports

•   Reuters: IMF says Fed 'highly effective,' must carefully communicate withdrawal plans

※   IMF: United States: 2021 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for the United States

•   Reuters: China evacuates tens of thousands as storms spread north

•   Reuters: China rejects US backing for Australia in trade disputes

•   Reuters: China to add 55-65 GW of solar power capacity in 2021 -industry body

•   Reuters: Exclusive: As Taliban advances, Afghan military overhauls war strategy

•   Reuters: Vietnam in talks with U.S. for local production of COVID-19 mRNA vaccine

•   Reuters: ABB readies electric vehicle charging spin off for early next year

•   AP: Vaccinations rise in some states with soaring infections

•   CNN: 5 takeaways from Biden's CNN town hall

•   CNN: Vaccine inequality is costing rich countries tens of billions in lost output

•   CNBC: Dr. Scott Gottlieb says the Covid delta spike may peak in late August, sooner than many believe

•   CNBC: ‘Mini trade war’ imminent? EU rejects the UK's attempts to overhaul the Brexit deal

•   Fox Business: Energy expert warns of ‘serious oil crisis’ within next five years

•   SCMP: China-US Tianjin meeting comes as both sides adjust to 6 months of Biden

•   SCMP: Beijing signals stronger support for Xinjiang amid US sanctions

•   SCMP: Domestic clinical trials planned for China’s mRNA Covid-19 vaccine

•   SCMP: China’s yuan to become more influential part of the global financial system, survey shows

•   SCMP: China’s economic slowdown prompts Beijing to reaffirm commitment to opening up financial markets

•   SCMP: Covid-19 vaccines: is fractional dosing a solution for supply-short Southeast Asia?

•   Nikkei Asia: COVID infections haunt Olympics despite precautions

•   Nikkei Asia: A 40-degree fever and splitting headaches: The delta variant up close

•   Nikkei Asia: China's EV startups challenge giants in Europe and Japan

•   Mainichi: TEPCO not to restart nuclear plant hit by safety flaws until FY 2022

•   Economic Times: India's inflation situation 'very alarming'; needs better curation of policy between RBI, FinMin: Kaushik Basu

•   Power Engineering: Bloom Energy fuel cells to power 4.2-MW CHP micro plant in South Korea

•   DIGITIMES: Notebook sales outlook remains robust

•   DIGITIMES: Top chips makers reluctant to respond to India grants

•   DIGITIMES: Taiwan server ODMs gearing up for capacity expansions

•   Dronelife: Drone Taxi Market Predicted to Grow to More than $800 Million in the next 8 years. Where Will They Fly?

•   매경(P1): 美국무부 "한국서 사업하려면 법정行 각오해야"

※   U.S. Department of State: 2021 Investment Climate Statements Released

•   매경: "때리면 맞으란 거냐"…중대재해법 기업들 벌벌 떤다

•   매경(P1): [단독] "신재생 과도한 의존땐 오히려 환경파괴"…공기업 전력거래소 경고

•   매경: 석탄발전·내연기관車 실직 쏟아질텐데…정부 대책은 '찔끔'

•   매경: 선거 눈치보느라 전기료는 못올리고…TV수신료 올라 한전 적자 보전

•   매경(P1): [단독] 의류업서 출발한 세아상역, 두산공작기계 인수 나선다

•   매경: [세종 인사이드] 누더기 부동산세제…경제부총리도 헷갈려

•   매경: 네이버 신사업 매출, 검색사업 첫 추월

•   매경: 디지털 뉴딜 1년간 10조 투자…미래 선도할 기술 787개 개발

•   매경: 코로나도 못막는 K유니콘…상반기에 4개 탄생

•   매경: 올 분양아파트 3채중 1채는 재개발·재건축 물량인데…

•   매경: [株머니 주요산업 증시기상도] 인텔發 파운드리 격변…삼성전자 영향에 촉각

•   한경(P1): 기본소득發 '현금살포 전쟁' 시작됐다

•   한경: 月 8만원 '국민 용돈' 주려고…매년 52조원 쏟아붓겠다는 이재명

•   한경: 軍 전역자 3000만원·스무살 되면 1억…여야 '현금 퍼주기' 공약

•   한경(P1): 고소득자·고액자산가 빼고…국민 대다수에 재난지원금

•   한경(P1): 111년 만의 폭염에 채소값 폭등…"물가 대란 벌어질 수도"

•   한경: 금융지주, 상반기 '역대급 실적'

•   한경: "中 철강에 25% 반덤핑 관세 부과"

•   한경: "현대로템의 미래, 수소·로봇에 건다"

•   한경: 굴뚝 없는 금융사서 車 2600만대 탄소 배출?

•   한경: "상속세 무서워 아버지 회사 폐업했다가…" 아들의 하소연

•   한경: '연봉 5억' 꿈의 직업이었는데…줄퇴사하는 이유 알고보니

•   한경: 뜨겁던 BBB급 회사채 발행시장 '급랭'

•   서경(P1): [단독]탄소 30% 줄이는데도 274조 든다

•   서경: [단독] 탄소감축 목표치 제시 급급한 정부···전기료 인상 등 민감사항 공개 안해

•   서경: 블랙아웃 우려 넘겼지만···4분기 전기료 폭탄 예고

•   서경: "원전 3배 늘리고 LNG 절반 감축" 日 탈탄소 전략은 韓과 '정반대'

•   서경: 주택공급 비상걸린 정부···공공개발 민간 접수 개시

•   서경: 갱신 2억-신규 8억···4배까지 벌어진 전세 이중가격

•   서경: 채용시장 꽁꽁..."하반기 계획 없거나 미정" 33%

•   서경: "상용 전기차 주도권 쥔다"···스즈키·다이하쓰도 '사무라이 연합' 합류

•   조선(P1): 더울때 1.7%밖에 도움 안되는 풍력·태양광

•   조선: 델타 변이 진앙 인도, 확진자 90% 줄어든 이유

•   조선: [Mint] 美물가 치솟는데 채권금리 하락 유동성 장세가 만든 기현상인가

•   조선: [Mint] “수출로 먹고사는 시대 코로나 이후엔 끝난다”

•   조선: [Mint] 찬바람 부는 美 대형 쇼핑몰… 방 빼는 소매업체들, 야외 쇼핑센터로 이사

•   조선: [Mint] 20조원 기대한 올림픽, 마이너스 12조 악몽될 판

•   조선: [Mint] 직장인 대부분 “재택근무 1년 만에 번아웃”

•   조선: [Mint] 코로나가 악화시킨 ‘쉬세션’… 여성이 더 많이 일자리 잃었다

•   조선: [Mint] 원·달러 환율 1200원 돌파하나… 전문가 “자산 일부는 달러로 들고 있으세요”

•   조선: [Mint] 급등한 글로벌 농축산물 가격, 하반기 우리 밥상 덮친다

•   조선비즈: 이번엔 ‘반도체 패키징' 경쟁…삼성·TSMC·인텔, 기술 개발 속도전

•   인베스트조선: 상반기 유증 규모 전년比 10배…물 들어올 때 노 저은 기업들

•   중앙: 독립기구 원안위, 원전 안전보다 중요한건 총리의 입?

•   동아(P1): 수도권 ‘저녁 3인금지’ 2주 연장 유력

•   문화(P1): 피치 “韓 빠른 고령화 리스크”… 잠재성장률 2.5→2.3% 낮춰

•   문화: ‘경제 펀더멘털’ 약화하는 韓… “노동경직성 등 규제 해소해야”

•   한국(P1): 2억대 집을 3억대로…실수요자 등치는 '부동산 작전세력' 실체 드러났다

•   한국(P1): 김동연 "문 대통령께 고맙지만… 인사·정책 실패는 안타깝다"

•   한국: [단독] 변이 입·퇴원 기준 완화한 방역당국… 델타 번지는데 괜찮을까

•   국민(P1): 코로나 직격탄 1년 만에 서울 요식업 ‘6년 후퇴’

•   서울: 한국 온 ‘美 북핵통’ 셔먼 “中과 대북정책 심층 논의”

•   세계(P1): [단독] 정부는 출산율 반등 전망… 美연구소선 ‘불가’ 판단

•   한겨레(P1): 전력피크 오후 3시→5시…‘태양광의 힘’

•   한겨레: 일본, 2030 신재생에너지 비중 최대 38%로…한국은 25.8%

•   경향: 다음주 더 푹푹 찐다···전력당국 ‘비상’

•   머니투데이(P1): 반도체·코로나도 막지 못한 현대차·기아 질주..영업이익 3배 껑충

•   머니투데이(P1): 백신예약 먹통 해결해달라...정부, 결국 IT 대기업에 'SOS'

•   머니투데이: 반도체만 걸리면 '中로남불'…'인텔 놓칠라' 속타는 SK

•   머니투데이: '내연기관·석탄발전' 사라지는 일자리…직무전환·재취업 정부가 나선다

•   헤럴드경제(P1): 포스코, 분기 영업익 2조 고지…사상최대

•   헤럴드경제(P1): 카카오T, 쏘카와의 한판승부 나서다

•   헤럴드경제: 美 오스틴 당국 “삼성과 협상시작, 8월 중 합의”…경제계 “이재용 부회장 사면되면 투자 급물살”

•   파이낸셜뉴스: 미래 반도체 패권 쥘 'EUV장비' 확보 경쟁 후끈

•   아시아경제(P1): 재활용 대신 벌금으로 때운 '친환경 경영'

•   아시아경제: 주택가격 고점?…선행지표는 모두 우상향

•   이데일리(P1): 이번엔 이재명…대선판 휩쓰는 反기업 공약, 속타는 재계

•   이데일리(P1): IPO 역사 새로 쓴 카카오뱅크…기관 2585조 `역대 최대` 뭉칫돈

•   이데일리: 과징금 등 기업부담 커졌는데…다시 등장한 전속고발권 폐지論

•   이데일리: 델타변이·경기둔화에 코스피 횡보세…`3200선` 탈출 언제?

•   연합: 오늘 1천600명대 초중반…수도권 4단계 2주연장 가닥, 오전 발표

•   더구루: 네덜란드, 원전 사업 '중·러' 배제…한·미·프 3파전 '예고'

•   더구루: [단독] 삼성물산, 두산·GS 이어 美 소형모듈원전 '뉴스케일파워' 투자

•   에너지경제: [단독] 文정부, 전력대란 조짐 속 신규 석탄발전에 'SOS'…막 준공 고성1호기·신서천 전력공급 참여

•   에너지경제: 손 발 안 맞는 중앙-지방 정부 무책임에 태양광 사업자 발 동동

•   디지털데일리: "낸드 1위 수성"…삼성전자, 中 시안 2공장 증설 완료 양산 임박

[Opinions]

•   Project Syndicate(Daron Acemoglu): The Dangers of Decoupling

•   Project Syndicate(Jeffrey Frankel): America’s Republicans Are Killing Their Voters

•   Project Syndicate(Luca Bergamaschi): A Climate Agenda for the G20

•   FT(Philip Stephens): Boris Johnson has made a Brexit offer the EU can only refuse

•   FT(Gillian Tett): How blockchain is shaking Swift and the global payments system

•   FT(Edward Luce): Things could fall apart for Biden

•   FT(Martin Sandbu): A tale of two Covid tests

•   FT(Robert Armstrong): It’s not pent up demand, it’s savings

•   FT(John Thornhill): How the global semiconductor tussle is shaping ASML’s future

•   FT(Malcolm Barr): The ECB strategy review is a missed opportunity

•   FT(Bill Barnes): Big Oil’s sales spree to cut emissions may leave fossil fuel assets in weaker hands

•   FT(Lex): Floating offshore wind farms: a rich sea change may help oil majors

•   WSJ(Editorial Board): Tough Biden Talk, Little Action

•   WSJ(Editorial Board): Strengthening Taiwan’s Resistance

•   WSJ(Editorial Board): Biden’s Antitrust Conflicts

•   WP(Helaine Olen): Republicans are scaremongering about inflation to derail the Democratic agenda

•   Bloomberg(Conor Sen): Builders Jump on the Apartment Rental Boom in U.S.

•   Bloomberg(John Authers): Dividend Yield Buy Signal for Stocks Isn't to Be Trusted This Time

•   Bloomberg(Matthew Brooker): Hong Kong Is Caught Between China's Rule and the U.S. Dollar's Power

•   MarketWatch(Lawrence G. McMillan): This chart combination is bullish for the stock market

•   Reuters(Clyde Russell): Japan's power plan will rattle coal, LNG exporters, especially Australia

•   Nikkei Asia(Anthony W. Holmes): Beware Moon Jae-in's final months in office

•   매경(이순형): EU 탄소국경세

•   한경(이지훈): 자가당착에 빠진 신재생에너지 정책

•   한국(김연규): 절박함 보이지 않는 탄소중립 논의

•   세계(정동욱): ‘블랙아웃’ 위기 벗어나려면

•   헤럴드경제(윤성원): 스마트그린산단, 탄소중립과 산업혁신의 공간