Business Intelligence Monitor 210729

(Introduction)

[Markets]

•   Global: US dollar, stocks dip as Fed keeps taper timing close to chest

•   Metals: Copper hovers near 6-week highs as markets await the Fed

•   Grains: Wheat climbs on signs of drought damage in northern U.S. Plains

•   한국: 코스피, 이틀째 상승 3,240선 근접…기관·개인 순매수

•   한국: 中 규제리스크는 태풍?…한국증시선 '미풍'그쳐

•   한국: 탈원전에 고전하던 원전주…이제는 볕드나

•   한국: 사흘째 연중 최저가 쓴 SK하이닉스

※   고개 드는 메모리 반도체 비관론

•   한국: 두산그룹주 약세, 두산밥캣 3%대 오리콤 두산중공업 2% 안팎 내려

•   한국: 두산그룹株 연초대비 60% 올라

[Indicators]

•   US Benchmark rate: Fed Says Economy Has Made Progress Toward Its Goals, Teeing Up Bond Taper

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Fed Launches Standing Repo Facility to Boost Market Liquidity

•   US Jun. Goods trade balance·Wholesale Inventories: U.S. goods trade deficit widens on imports; inventories increase

•   US Weekly Mortgage rates·applications: Mortgage rates at six-month low, and refinances shoot up

•   UK Jul. House prices: U.K. House Prices Decline as Tax Break Starts to Phase Out

•   China Q2 smartphone shipments: China's Q2 smartphone shipments down 11% - IDC data

•   India Q2 Business confidence: NCAER's business confidence index dips by 27.5 per cent in Q1

•   한국 5월 인구동향: 결혼도 역대 최저… 출생률 ‘악순환 굴레’ 갇혔다

•   한국 6월 무역지수 및 교역 조건: 국제 유가 오르니 6월 수입금액 40% 껑충

•   한국 8월 한경연 BSI 전망치: 한경연 "4차 대유행에 기업경기전망 6개월만에 부정적으로"

[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: Infrastructure Agreement on Major Issues Reached by Bipartisan Group of Senators

※   White House: FACT SHEET: Historic Bipartisan Infrastructure Deal

•   WSJ: Biden Plans to Require Covid-19 Vaccine or Regular Tests for Federal Workers

•   WSJ: Some Republicans Reject Revived Covid-19 Mask Rules in Congress

•   WSJ: Biden Proposes Buy American Rule for Government Procurements

※   White House: Remarks by President Biden on the Importance of American Manufacturing

•   WSJ: Pfizer Vaccine’s Protection Against Covid-19 Declines After Six Months but Remains High

•   WSJ: Covid-19 Keeps Resurging, but Western Economies Are Adapting

•   WSJ: U.S., India Pledge Commitment to Afghanistan Amid Taliban Gains

•   WSJ: Covid-19 Fueled a Treasury Market Meltdown in 2020. Report Offers 10 Potential Fixes.

※   G30: U.S. Treasury Markets: Steps Toward Increased Liquidity

•   WSJ: Robinhood’s IPO to Test Loyalty of Retail Trading Legion It Helped Create

•   WSJ: Google, Facebook to Require Vaccinations for On-Campus Workers

•   WSJ: Apple to Require Employees, Customers to Wear Masks in Many U.S. Stores

•   WSJ: Facebook’s Ad Business Posts Another Strong Quarter

•   WSJ: Ford Posts Surprise Profit Amid Strong New-Car Market

•   WSJ: Qualcomm Sees Path Out of Chip Shortage Stretching Into 2022

•   WSJ: Pfizer Forecasts $33.5 Billion in Covid-19 Vaccine Sales

•   WSJ: Apple’s Ensemble Act Is Working Again

•   WSJ: Boeing Swings to Profit on Defense and Jet Sales

•   WSJ: FTC’s Lina Khan Blames Digital Platforms for Surge in Consumer Fraud

•   WSJ: Battery Recycler Redwood Eyes Expansion Amid Shift to Electric Vehicles

•   NYT: Inflation Is New Battle Line as Republicans and Biden Spar Over Spending

•   NYT: Biden to Sign Cyber Security Executive Order

※   White House: FACT SHEET: Biden Administration Announces Further Actions to Protect U.S. Critical Infrastructure

•   NYT: In California, a Mix of Support and Resistance to New Vaccine Rules

•   NYT: Rise in Covid Cases Alarms New Yorkers: ‘It Never Went Away’

•   NYT: Pandemic Aid Programs Spur a Record Drop in Poverty

•   NYT: New C.D.C. mask guidance complicates back-to-office plans.

•   WP: Nevada reinstalls statewide mask mandate, including in Vegas. Tourists aren’t happy.

•   WP: Tunisia crisis tests Biden’s democracy and human rights agenda

•   FT: Great Britain to allow vaccinated visitors from US and Europe to skip quarantine

•   FT: German liberals eye government role as electoral prospects improve

•   FT: Balkan trio push ‘mini-Schengen’ as they hit out at EU membership delay

•   FT: ‘Confusing’ Brexit support fund deters SMEs from applying

•   FT: Mexicans judge the USMCA’s first year a success

•   FT: Vaccine scandals lay bare Brazil’s enduring graft problem

•   FT: Hong Kong police warnings of terrorist threat met with scepticism

•   FT: Beijing’s threat to VIEs triggers Wall St panic over China stocks

•   FT: Evergrande’s tumultuous week renews fears of liquidity crisis

•   FT: Asset managers prepare for investor shift to bespoke equity portfolios

•   FT: Top European investor says Chinese regulatory crackdown is ‘noise’

•   FT: Now is not the time for central bank digital currencies

•   Bloomberg: Texas New Covid Cases Top 10,000 a Day for First Time Since February

•   Bloomberg: Biden’s ‘Summer of Joy’ Turns Grim as Delta Infections Skyrocket

•   Bloomberg: Peak Doesn’t Mean Weak as U.S. Economic Growth Set to Cool

•   Bloomberg: Chip Shortage: Biden to Decide on Grants to Foreign Makers, Raimondo Says

•   Bloomberg: World’s Biggest Copper Mine Moves a Step Closer to Strike

•   Bloomberg: US Commerce Secretary Gina Raimondo Sees Some Tariffs as ‘Very Effective’

•   Bloomberg: U.S. Commerce Chief Dismisses Idea Inflation Spike Will Persist

•   Bloomberg: Covid Strains Hospitals in U.S. South, Echoing Pandemic Peak

•   Bloomberg: Senators Eye Cryptocurrency Taxes to Fund Infrastructure Plan

•   Bloomberg: Landlords Sue U.S. for Rent Unpaid Under Eviction Moratorium

•   Bloomberg: China Sends Sharp-Tongued Diplomat as Ambassador to Washington

•   Bloomberg: India’s Recovery Stumbles, Setting Stage for Sustained Low Rates

•   Bloomberg: Argentine Government Speeds Up Money Printing Ahead of Election

•   Bloomberg: Peru President Calls for New Constitution in Inaugural Speech

•   Bloomberg: Biden Meets Exiled Belarusian Opposition Leader to Show Support

•   Bloomberg: Economists Expect India to Surpass Yearly Tax Collection Target

•   Bloomberg: Not Even Jerome Powell Gets What’s Up With the Bond Market

•   Bloomberg: China Convenes Banks in Bid to Restore Calm After Stock Rout

•   Bloomberg: China ESG Funds Sidestep Stock Market Sell-Off on Fresh Inflows

•   Bloomberg: Lumber Output in Focus as Producers Look Past Record Quarter

•   Bloomberg: Schumer Seeks to Reassure Climate Activists on Spending Bills

•   Bloomberg: U.S. Offshore Wind Push Set to Fall Short of Biden’s 2030 Goal

•   Bloomberg: How Wind Turbine Blades Are Inspected By Drones

•   Bloomberg: China Warns of More Floods, Extreme Weather After Weeks of Chaos

•   Reuters: CDC says nearly 67% of U.S. counties have substantial, high COVID-19 transmission

•   Reuters: COVID still devastating in the Americas, health agency says

•   Reuters: Risking China's anger, Blinken meets representative of Dalai Lama in India

•   Reuters: EXCLUSIVE North, South Korea in talks over summit, reopening liaison office

•   Reuters: CanSinoBIO's inhaled COVID vaccine candidate triggers immune response-early trial

•   Reuters: AstraZeneca finds small clot risk after 1st COVID shot, less after 2nd

•   Reuters: U.S. concern over China nukes buildup after new silos report

•   Reuters: Russian court asked to restrict Navalny ally's freedoms for two years

•   Reuters: Kremlin says Biden is wrong to say that Russia only has nuclear weapons and oil

•   Reuters: Brazil's Bolsonaro shuffles cabinet, recreates labor ministry

•   Reuters: Analysis: Pandemics & protests: Unrest grips developing countries

•   Reuters: Analysis: Coal country cleanup: Biden plan sketches out possible future for former miners

•   AP: Talks for new US-Russia arms deal to stir up old bugaboo

•   CNN: The economy is still not back to normal and the Delta variant won't make it easier

•   CNN: The pandemic killed traditional menus and brought QR codes back to life

•   CNN: Starbucks says rising coffee prices won't change what you pay for its drinks

•   CNBC: GDP preview: 2Q economic growth likely hot but could have been hotter

•   CNBC: A historic eviction crisis could be coming to the U.S. in just days

•   CNBC: Dr. Fauci on why CDC changed guidelines: Delta is a 'different virus'

•   CNBC: WHO doesn’t recommend Covid booster doses right now, citing lack of data

•   CNBC: UK Covid cases are now falling rapidly despite the easing of lockdowns, and it’s surprising the experts

•   CNBC: Elizabeth Warren targets Jeff Bezos in wealth tax push

•   CNBC: UBS warns that it's not time to bottom fish in the Chinese markets yet

•   CNBC: Low-carbon hydrogen not cheap, needs support, says energy organization

※   World Energy Council: New Innovation Insights Brief, "Hydrogen on the Horizon: Ready, Almost Set, Go?"

•   MarketWatch: Stock-market investors are ‘staring down the barrel of seasonal weakness for next 3 months’

•   SCMP: Why Sinovac’s foreign customers are watching Chile’s Covid-19 experience amid mounting concern over Delta variant

•   SCMP: As China’s population ages, the world’s factory struggles to recruit young migrant workers

•   SCMP: Chinese military drills simulate amphibious landing and island seizure in battle conditions

•   SCMP: China pledges support for small business, but some SMEs see ‘doom and gloom’ amid regulatory crackdown

•   SCMP: Chinese floods snarl supply chains for lead and aluminium amid metal market price volatility

•   SCMP: China’s 2060 carbon neutral goal ‘covers other greenhouse gases’

•   Nikkei Asia: Japan's daily COVID cases top 9,000 for 1st time amid Olympics

•   Nikkei Asia: Russian premier's visit to 'Northern Territories' unacceptable

•   Nikkei Asia: Apple's iPhone warning underscores risk of chip shortage into 2022

•   Nikkei Asia: Analysis: China engages in fierce propaganda war during Sherman visit

•   Japan Times: BOJ policymakers call for analysis of climate change funding program impacts

•   Economic Times: BOJ policymakers call for analysis of climate change funding program impacts

•   MINING.com: New technology closer to reaching superhot geothermal energy sources

•   MINING.com: CHARTS: Iron ore, copper price – shot… chaser

•   Equipment Journal: Doosan Bobcat breaks ground on $70M addition - Equipment Journal

•   DIGITIMES: TSMC on track for bold overseas manufacturing deployments

•   DIGITIMES: Semiconductor equipment billings reach record high for 6th consecutive month

•   매경(P1): "집값 잡겠다" 장담하더니…"정부 혼자선 안돼" 국민탓

•   기재부: 제27차 부동산시장 점검 관계장관회의 개최 및 부동산시장

•   매경: "매번 늘린다는 아파트, 가상주택인가?" 들끓는 민심

•   매경: 종부세·거래세 인상…결국 집값 밀어올려

•   매경(P1): 제2의 벤처붐 분다…상반기 3조 투자 최대

•   매경(P1): 아직도 배고픈 정용진…올해만 4조 M&A 거침없다

•   매경: "맞벌이 특혜 국민지원금이냐"…억울한 외벌이

•   매경: 좁쌀보다 작은 반도체 덕에...삼성전기 2분기 깜짝실적 올렸다

•   매경: LG디스플레이 4년만에 최고실적

•   매경: 지지부진 코스피, 거래대금도 반토막…시장선 "연내 3500 가능" 왜

•   매경: 1층 점포도 텅텅 비어…대한민국 쇼핑 1번지 명동의 눈물

•   매경: [단독] 삼성전자, 평택 반도체라인 27일 저녁 일시 가동중단

•   한경(P1): 가입자가 수령액 설계하는 新주택연금 나온다

•   한경(P1): 집밥의 퇴장…식품시장 '빅뱅' 시작됐다

•   한경: 은성수 "가계대출 증가율 3~4%로 억제…2금융권 엄격 관리"

•   한경: 지자체에 2조8000억 더 나눠준다

•   한경: 전기차 인기 폭발하는데…'반값 전기차' 발목잡힌 이유 '반전'

•   한경: 현대차 3년 연속 무분규 임단협 타결

•   한경: 외국인 '어닝시즌 톱픽' 봤더니…이 종목만 골라 담았다

•   서경(P1): [단독] '택시 역차별' 논란에···벌써 2,000억 펑크난 추경

•   서경: 나랏빚 늘려놓고 지출도 비효율··· "사회보험 재정부터 손질을"

•   서경: 세무사조차 손놓은 '누더기 세제'···정치논리 멈추고 조세원칙 세워야

•   서경: 탈원전 고집'에 에너지안보 삐걱···"올여름 전력난은 예고편"

•   서경: SMR에 꽂힌 세계···韓도 적극 지원 나서야

•   서경: 원전 빠진 '그린 수소'는 반쪽짜리

•   서경: 반도체·5G서 백신까지 이재용 '인맥의 힘' 막대한데···

•   서경: 이스라엘 5세 이상도 백신 맞는데···"우리 아이들은 언제" 속타는 부모들

•   서경: LG베스트샵-이동통신유통협회 아이폰 판매 두고 극적합의

•   조선(P1): [NOW] 9억에 팔리던 집을 17억 주고 사버리네… 왕서방 ‘아파트 쇼핑’

•   조선: 주식은 불안, 펀드는 불편… 전세계 ETF 1경원 몰렸다

•   조선: ‘탄소중립 공약’ 막 던지는 대선후보들… 기업들 헛웃음

•   조선: “정부 거짓말에 쫄딱 망했다” 극단선택 예고한 규제 샌드박스 1호 대표

•   조선비즈: 경제부총리·국토부 장관, 한은 ‘금리인상’ 지지표명?‥채권시장 “8월 인상 유력”

•   조선비즈: 회계업계 “2~3분기 경기 완만히 회복…코로나 변수 유의해야”

•   조선비즈: “차 팔아도 남는 게 없다”…미국산 차, 원자재 비용 두 배로 ‘껑충’

•   조선비즈: “사려는 사람이 더 많다”… 기준점 다시 넘은 매수우위지수

•   중앙: 2분기 사상 최대 실적…‘K자 회복’ 본격화?

•   중앙: 화웨이 빈자리 진격한 샤오미·오포…쫓기는 삼성

•   동아(P1): [단독]열기 식는 가상화폐… 신규 투자자 ‘4월 165만→6월 12만명’ 급감

•   동아(P1): 김정은 “보건 위기” 토로… 정부, 코백스 통해 백신 지원 가능성

•   한국(P1): 보름간 4단계 효과 없었다 ... 방역당국, '집합금지' 다시 꺼내나

•   한국(P1): "세입자 주거안정? 꼼수만 부추겼다" 중개사들도 등 돌린 임대차법

•   한국: 모더나 펑크' 진화 나선 정부… "8월 받기로 약속했다"

•   한국: 남북 연락망은 연결했지만... '다음 스텝' 뾰족 수 없는 정부

•   세계: “MZ세대와 적극 소통”… 속도내는 주요 기업

•   한겨레: 정부, 풍력 보급 위해 제도 정비…태양광은 지원 축소

※   산업부: (참고자료)신재생에너지 공급의무화 제도(RPS) 고시

•   경향(P1): 청 “징검다리 놓다보면 남북정상회담 이를 것”

•   경향(P1): ‘핵’ 언급 피한 북, 통신선 복원 환영한 미…대화 나설까

•   머니투데이(P1): "직고용 아니면 안 간다"는 민주노총…현대제철에 무슨일이

•   머니투데이: LG전자-마그나, 합작법인 주식매매 완료…車전장 삼각축 완성

•   헤럴드경제: 해외출장·경영구상…재계 총수들의 뜨거운 여름

•   아시아경제(P1): 산업계 "내년도 최저임금 반드시 재심의·하향조정을" 호소

•   디지털타임스: 삼성전자 "車반도체도 1위 가자"…비메모리 초격차 속도

•   이데일리(P1): “스치기만 해도 감염”…델타변이에 속수무책

•   이데일리: 반도체王 인텔의 파운드리 `선전포고`…삼성전자 주가 어쩌나

•   이데일리: [시험대 오른 한은]①스텝 꼬인 금리인상…실기론 `스멀스멀`

•   이데일리: [시험대 오른 한은]②판 다 깔아놓고 머뭇…뒷북 인상 재현될라

•   이데일리: [시험대 오른 한은]③소수의견 꼭 나와야?…총재 1인 소통도 문제

•   이데일리: [시험대 오른 한은]④"코로나19 핑계로 금리인상 실기 안돼"

•   연합: 오늘 1천600명대 예상…전방위 확산세에 추가 방역대책도 거론

•   연합: [8·4대책 1년] ①공급확대 안간힘…일부에선 주민 반발에 차질

•   연합: [8·4대책 1년] ②'공급폭탄' 약발 오래 못 가…줄기차게 집값 상승

•   뉴스1: [이백규 인터뷰]박용만 "5년 후 미래 그려내는 후보 안보인다…내년 선택 고민"

•   e대한경제: 코로나19發 M&A 이변…고래 삼키는 새우들

•   e대한경제: 경주 황성주공1차 대우건설vs두산건설 진검승부

•   이뉴스투데이: [단독] 갈길 먼 ‘탄소중립’, 석탄발전 의존도 여전히 ‘최대’

•   더구루: 英, '두산 참여' 핵발전소사업 지분인수 추진…'中 배제' 후폭풍 차단

•   아시아투데이: “두산밥캣, 2분기 호실적 하반기까지 이어질 듯…목표가↑”

•   에너지경제: [팩트체크] 전력난 우려 속 태양광 발전 역할론 논란…"피크 대응 한계·계통 운영 복병 가능성도"

•   에너지경제: 전력수급, 최대수요 연일 경신에도 안정세…‘원전 3기 조기 투입’ 김부겸 선견지명?

•   에너지경제: 직수입 LNG 2025년 산업용 수요 40% 차지할 듯

•   전자신문(P1): 5개 부처 '규제 샌드박스' 승인 500건 돌파…신시장 개척 발판 안착

•   디지털데일리: "아니라는데"…삼성전자 파운드리 분사설 나오는 이유 [IT클로즈업]

[Opinions]

•   Project Syndicate(Willem H. Buiter): Is the US Economy Running Out of Slack?

•   Project Syndicate(Yanis Varoufakis): A Central Bank Cryptocurrency to Democratize Money

•   Project Syndicate(Djoomart Otorbaev): A US-Russia Deal on Afghanistan?

•   FT(Gillian Tett): Three questions from the Nixon era for Joe Biden

•   FT(Stephen Buranyi): The Covid virus is an ever-evolving threat

•   FT(Katherine Venice): Capitalists can play a vital part in saving US democracy

•   FT(Pilita Clark): Have we entered a new phase of climate change?

•   FT(Lex): Big Tech: blowout earnings are sustainable

•   WSJ(Editorial Board): First Use the Spare Covid $1 Trillion

•   WSJ(Editorial Board): To Mandate or Not to Mandate Vaccines

•   WSJ(John Bolton): Foreign Policy Returns to Normal, for Both Better and Worse

•   WSJ(Holman W. Jenkins, Jr.): Who Wants to Mask Up for Delta?

•   WSJ(Thomas S. Kahn): A Democrat Against Deficits

•   NYT(William Shoki): South Africa Is Falling Apart

•   NYT(Sema K. Sgaier, Aaron Dibner-Dunlap): How Many People Are at Risk of Losing Their Homes in Your Neighborhood?

•   WP(Henry Olsen): Biden’s ‘Buy American’ order has our best interests in mind. If it’s done right.

•   WP(Paul Waldman): We all want the pandemic to be over. Why can’t Republicans admit that?

•   Bloomberg(Editorial Board): U.S.-Germany Nord Stream 2 Deal Offers Little to Celebrate

•   Bloomberg(Marcus Ashworth): Beijing's Big Tech Crackdown Means a Bad Summer for Investors Everywhere

•   Bloomberg(Gary Shilling): Workers Are Gaining at Expense of Shareholders

•   Bloomberg(Hal Brands): U.S. Must Take Xi Jinping and China’s ‘Great Wall of Steel’ Seriously

•   Bloomberg(Tae Kim): Apple and Google Are Winning Big, But One Is About to Pull Ahead

•   MarketWatch(Basav Sen): Biden should reject the infrastructure plan written by Exxon and invest in saving the climate instead

•   Caixin(Ren Yi): The Who, What and Why of China’s Regulatory Crackdown

•   매경(김희삼): 인지편향, 올림픽 관전 때만 있을까?

•   서경(현정택): 재정 확대 더는 여력이 없다

•   헤럴드경제(구본혁): 기후변화와 탄소중립, 그리고 ‘원자력’