Business Intelligence Monitor 210730

(Introduction)

[Markets]

•   Global: Wall Street roars to record peak on rosy earnings, dollar wilts

•   US: Robinhood’s Stock Price Falls After IPO

•   Metals: Copper rises as Fed spreads bullish mood through markets

•   Iron ore: Iron ore price down on China’s forecasted steel output decline

•   Grains: Wheat firms for second day as dry weather hits U.S. spring crop

•   한국: 코스피, 사흘째 상승…3,240선 회복

•   한국: 두산그룹주 하락 많아, 두산퓨얼셀 상승 오리콤 두산 두산밥캣 내려

[Indicators]

•   US Q2 GDP: The U.S. Economy’s Prospects Looked Bright, Until the Delta Variant Surged

※   BEA: Gross Domestic Product, Second Quarter 2021 (Advance Estimate) and Annual Update

•   US Jun. Pending home sales: U.S. Pending Home Sales Decline Unexpectedly on Record Prices

•   US Weekly Jobless claims: Jobless Claims Resumed Decline Last Week

•   Eurozone Jul. Economic sentiment: Euro zone sentiment hits record high in July, peak may be near

•   Germany Jul. CPI: German inflation hits highest level since 2008

•   UK Jun. Mortgage approvals: U.K. Mortgage Data Show One of World’s Hot Markets Losing Steam

•   한국 2020 인구주택총조사: 전국이 늙었다, 250개 시·군·구 모두 ‘고령화’

※   조선: 베이비부머 700만 고령층 진입 시작… 경제활동인구 더 줄어든다

※   조선: 저출산 예산, 아기 1명당 1억5000만원 쓰는데… 출생아수 10년전의 60%로 줄어

※   조선: 생산인구 100명당 부양할 노인 65명

※   조선: 아파트 공급 충분하다? 작년 건축 20% 줄어

•   한국 6월 사업체 노동력: 자영업자의 비명… 6월에만 식당·숙박업 5만명 감소

•   한국 6월 주택 매매 거래량: 6월 주택 거래량 8.9만건…작년 동월 대비 36%↓

•   한국 7월 BSI·ESI: 기업 체감경기 5개월만에 하락…코로나·원자재 값 부담

•   한국 8월 중소기업 경기전망지수: 중기 8월 경기전망지수 73.6… 3개월 연속 부진 이어져

•   한국 주간 아파트 가격(부동산원): 서울 전셋값, 임대차법 시행 이후 가장 많이 올랐다

[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: ‘Industrial Policy’ Is Back: The West Dusts Off Old Idea to Counter China

•   WSJ: Biden to Say Federal Employees Must Get Covid-19 Shots or Wear Masks, Test Regularly

•   WSJ: As Delta Variant Spreads, Some Vaccinated People Test Positive for Covid-19

•   WSJ: What Are ‘Breakthrough’ Covid-19 Cases?

•   WSJ: Biden Asks Congress to Extend Federal Eviction Moratorium

•   WSJ: China’s New Ambassador to the U.S. Adopts Placating Tone

•   WSJ: U.S. Import Surge Overwhelms Warehouse Space Near Ports

•   WSJ: Israel to Offer Pfizer Booster Shots to Elderly as Delta Cases Rise

•   WSJ: EU Overtakes U.S. in Covid-19 Vaccines as Delta Variant Spreads

•   WSJ: Didi Weighs Going Private to Placate China, Investors

•   WSJ: Amazon Maintains Profit Run, but Sales Miss Expectations in Pandemic First

•   WSJ: Nikola Founder Trevor Milton Charged With Securities Fraud

•   WSJ: Which Companies Are Mandating Covid-19 Shots for Employees?

•   WSJ: Climate-Conscious Banks Stick With Distressed Polluters

•   NYT: Some Are Chasing Extra Vaccine Shots, While Scientists Debate

•   NYT: J&J Vaccine Shelf-Life Extended by F.D.A. to Six Months

•   NYT: A Look at What’s in the Bipartisan Infrastructure Deal

•   NYT: Democrats Call $550 Billion Infrastructure Bill a Down Payment on Climate

•   NYT: Budget watchdog group warns bipartisan infrastructure deal may fall short on funding.

•   NYT: Where People Are Most Vulnerable to the Delta Variant

•   NYT: Climate Crisis Catches Power Companies Unprepared

•   WP: CDC reversal on indoor masking prompts experts to ask, ‘Where’s the data?’

•   WP: Japan set to extend coronavirus state of emergency in Tokyo, casting shadow over Olympics

※   WP: cases soared past 10,000 for the first time

•   WP: China’s delta outbreak tests limits of zero-tolerance covid approach

•   WP: North Korea began the summer in a food crisis. A heat wave and drought could make it worse.

•   FT: Covid realities temper optimism around eurozone growth

•   FT: AstraZeneca reveals strong Covid vaccine sales but warns of US approval delays

•   FT: Vaccines, Biden and an ill-fated EU-China deal: trade so far in 2021

•   FT: EU economy chief urges end to ‘muddling through’ with budget rules

•   FT: France delays EDF reforms after failure to agree terms with Brussels

•   FT: Wales voted to leave EU but now finds itself in conflict with Johnson government

•   FT: Debt ceiling replay to ignite fresh demand for Fed facility

•   FT: US ETF inflows surge past $500bn this year to eclipse 2020 record

•   FT: Beijing seeks to ease fears on Wall Street after tech crackdown

•   FT: VW to ‘reinvent’ itself in China after profits drop in largest market

•   FT: Carbon capture’s next act

•   FT: ‘It doesn’t make sense’: big crowds in Tokyo, just not at the Olympics

•   Bloomberg: Coronavirus Origin: China Makes Alternative Proposal for Wuhan Lab Leak Probe

•   Bloomberg: China Keeping ‘Open Mind’ on G-7 Talks Aimed at Trade Abuses

•   Bloomberg: US Doctors Lose Patience as They Confront Covid-19 Vaccine Hesitancy

•   Bloomberg: Some US Covid Hot Spots Near Point Where UK's Delta Surge Reversed

•   Bloomberg: Peru’s Castillo Names Radical Left PM Ahead of Cabinet Picks

•   Bloomberg: Pay Cuts of 36% Show Latin America’s Economies Faltering

•   Bloomberg: Tehran Lambasts U.S. Ahead of Raisi Inauguration: Iran Snapshot

•   Bloomberg: Sydney’s Delta Rise Prompts Tougher Lockdown Restrictions

•   Bloomberg: China Injects Short-Term Cash After Crackdowns Spook Markets

•   Bloomberg: Libor Transition Reaches Key U.S. Milestone With SOFR Term Rate

•   Bloomberg: China Squeezes Steel Exports Again to Expand Sector Overhaul

•   Bloomberg: Toyota Defies Chip Shortage to Post Record Output and Sales

•   Bloomberg: U.K. Carmakers Run Low on Staff in Second-Worst June Since 1953

•   Bloomberg: Tesla Battery Supplier CATL Debuts Cheaper Sodium-Ion Batteries

•   Bloomberg: Farmers Slow Down Tractor Purchases With Steel Prices Soaring

•   Bloomberg: U.S. FTC’s Lina Khan Vows Return to Agency’s Trustbusting Roots

•   Bloomberg: Tycoon’s $6 Billion Surge Unseats Samsung Heir as Richest Korean

•   Bloomberg: The Chip-Crunch Recovery Will Be Rocky, as Apple Can Attest

•   Bloomberg: Lone U.S. Nuclear Plant Expansion Delayed Again, Southern Says

•   Bloomberg: Biden Seeking Pledge for 40% of Car Sales to Be EV by 2030

•   Bloomberg: Brazil’s Water Crisis Adds to the World’s Supply-Chain Misery

•   Bloomberg: Record Money Is Flowing Into Climate Tech. What Next?

•   Bloomberg: U.K. Moves Ahead With Small Nuclear Reactor Pilot Program

•   Bloomberg: Top Green Energy Banker Sees $150 Billion in India Deals by 2030

•   Reuters: Britain reports 31,117 daily COVID-19 cases, 85 deaths

•   Reuters: IMF sees "critical role" as world transitions to digital money

※   IMF: The Rise of Digital Money

•   Reuters: CDC says Americans should wear masks in nearly 70% of U.S. counties

•   Reuters: U.S. congressmen call on Hilton to cut link to Xinjiang project

•   Reuters: Blinken says Iran negotiating process cannot go on indefinitely

•   Reuters: Russia's daily COVID-19 deaths reach record high for third time

•   Reuters: AstraZeneca hopes to settle EU legal dispute in coming weeks -exec

•   Reuters: EXCLUSIVE AstraZeneca COVID-19 vaccine shipped to Canada, Mexico before adequate plant inspections

•   Reuters: EXCLUSIVE BOJ policymaker sees prospects of deeper debate on price goal this year

•   Reuters: Emerging market investors worry about economic growth -HSBC poll

•   Reuters: Vale's second quarter buoyed by iron ore prices, hit by provisions

•   Reuters: Big Oil back to boom after pandemic bust, aiding climate push

•   Reuters: Analysis: Biden's COVID-19 strategy thwarted by anti-vaxxers, Delta variant

•   CNN: The explosive Brexit spat that no one is talking about could slam the UK economy

•   CNBC: Delta variant is a tougher investment risk to peg than inflation, market forecaster Jim Bianco warns

•   CNBC: The global chip shortage is starting to hit the smartphone industry

•   CNBC: Huawei P50 smartphone launched without 5G as chip shortage bites

•   SCMP: China says Taiwan Strait crossing by US warship shows America as ‘biggest destroyer of peace’

•   SCMP: China’s flood-stricken Henan shakes off logistics disruptions, but short-term delays continue

•   Caixin: China’s Deleveraging Gathers Pace as Debt-to-GDP Ratio Falls Again - Caixin Global

•   Nikkei Asia: SoftBank confronts renewed China risk as Didi backfires

•   Nikkei Asia: Renesas CEO warns of tight chip supply through mid-2022

•   Economic Times: Exports poised to see major growth in FY22: India Ratings

•   Economic Times: Inflation: Forget inflation, investors should worry if growth is transient

•   Economic Times: CMIE consumer pyramid household survey hints at ongoing V-shaped recovery based on jobs numbers

•   Economic Times: Expect modest recovery in India due to bruised confidence, uncertainty: Gita Gopinath

•   Economic Times: Jobs: Economic recovery pushes hiring intent to 15 month high in Q2

•   Power Engineering: IHS Markit: Lack of infrastructure to hinder Biden’s 2030 offshore wind target

※   IHS Markit: US Offshore Wind to Grow Rapidly But Likely Fall Short of Biden Administration’s 2030 Target, IHS Markit Says

•   OilPrice.com: Renewable Power Projects Overtake Oil & Gas In Middle East

•   MINING.com: Copper price: After China ban, Australia had no problem finding new concentrate buyers

•   Equipment World: “Excavators Have Become Toolcarriers” as Users Demand Greater Versatility

•   DIGITIMES: DRAM, NAND flash contract prices grow modestly in 3Q21

•   DIGITIMES: Silicon wafer shipments reach new high in 2Q21, says SEMI

•   매경(P1): "575만 삼성전자 주주는 웁니다"…최고실적에도 '7만전자' 늪 탈출 못해

※   삼성전자: 2021년 2분기 삼성전자 경영설명회

※   삼성전자: 2021년 2분기 실적 컨퍼런스콜

•   매경: ESG경영 강화하는 삼성…지속가능委 새로 출범

•   매경: 삼성 돌파구가 안보인다…반도체 쏠림 심한테 투자결정 못하고, 스마트폰 3년째 뒷걸음

•   매경(P1): "가계 대출 사상 최대인데 어쩌나"…대출금리 급등, 두달새 0.5%p 뛰었다

•   매경(P1): "이젠 병상도 다 차간다"…확진자 폭증에 정부 4단계+α 만지작

•   매경: "지금도 죽겠는데"…정부, 내주까지 확산세 안잡히면 영업시간 추가 단축 검토

•   매경: 코로나 국경 봉쇄로…北 무역 73% 급감

•   매경: 반도체·미래車·바이오헬스에 5조 지원

•   매경: 승부사 김승연…M&A로 40년간 자산 288배 키웠다

•   매경: 현대차·현대일렉, 수소연료전지사업 협력

•   매경: "지열발전社 위험관리 부실로 포항지진"

•   한경(P1): 현대차-LG, 1.2조원 투자…印尼에 배터리공장 설립

•   한경(P1): 'K인공지능 드림팀' 떴다…삼성·KAIST 등 "AI 신기술 개발 올인"

•   한경(P1): 이마트 8만개 vs 쿠팡 500만개…e커머스 혁신이 몰고온 '식품빅뱅'

•   한경: 집은 사유재산인데…'공유지의 비극'에 빗댄 홍남기

•   한경: LG전자, 매출도 美 월풀 제쳤다…"올해 영업익 4조 넘을 것"

•   한경: 50~54세도 화이자 백신 맞나

•   한경: 이재용 가석방 심사위, 내달 9일 열릴듯

•   서경(P1): 벌써 107조···초유의 '현금살포 大選' 온다

•   서경: 복지지출 폭증 속 예타 면제 100조···"결국 유권자가 심판해야"

•   서경: 선거마다 '퍼주기 법안' 쏟아내지만···"이번 대선, 현금 약발 크지않을 것"

•   서경: '공짜 성장'은 없다···"뼈깎는 개혁으로 파이 키워야 모두에 기회"

•   서경: "미래기술 강화""디지털 혁신 인재"···앞다퉈 '성장' 외치는 대선 후보들

•   서경: 현재 전세가>4년전 매매가···'벼락거지' 통계로 증명됐다

•   서경: “부당노동행위만으로 형사 처벌, 한국이 유일"

•   조선: 3重苦 자영업자들, 대출금·임대료 못내 폐업도 못할 지경

•   조선: [Mint] 비트코인은 ‘디지털 금’? 물가 뛰자 금값 올랐는데 비트코인은 오히려 급락

•   조선: [Mint] “이젠 탄소배출권 자체가 원자재”… 年 310조원 놓고 미·중·EU ‘탄소시장 쟁탈전’

•   조선: [Mint] 미친 집값 잡는 법… 美 “더 지어라” 대만 “투기단속” 싱가포르 “그냥 둬”

•   조선비즈: K-배터리 기업, ‘차세대 음극재’ 확보 위한 짝짓기 경쟁 치열

•   조선비즈: [전망 부스트라다무스]④ 함영진 “전세 불안, 내년에도 지속… 집값 조정 속도는 더딜 것”

•   조선비즈: ‘진짜 5G’ 기지국, 연말까지 4만5000개 구축한다더니 고작 125개

•   조선비즈: 전경련, ESG 지속가능보고기준 제정 반대… “소송리스크 우려”

•   중앙: 바이러스 1260배 많다는 델타…접종목표 80~90%로 올리나

•   동아(P1): “서울 매년 10만채 공급” 정부 담화… 다세대-임대 다 끌어모아 ‘과대포장’

•   한국: [단독] '탄소중립' 시민 500여명이 숙의, 9·11 시민대토론회 연다

•   국민(P1): 얼굴만 붉힌 임대차법, 분쟁 11배·집세 18%↑ [스토리텔링경제]

•   서울(P1): 文 “코로나 서민 연체, 만기 연장 모색”… 폭염 때 작업 중지 검토 지시

•   세계: 삼성물산, 시공능력 8년 연속 1위

•   경향: 재생에너지 설비 보급, 3년 연속 목표 초과 ‘순항’

•   머니투데이(P1): '대한민국 국가대표' KIC, 돈 잘 벌어도 덩치는 홍콩의 3분의 1

•   머니투데이(P1): 미국·EU, 탄소국경세 도입하면 한국 수출 8조원 줄어든다

※   한국은행: 조사통계월보 2021년 7월호

•   더벨: '두산중공업·뉴스케일 참여' 美 소형모듈원전 사업 축소

•   파이낸셜뉴스(P1): 폭염에 채소·고기값 급등 '식탁물가 비상'

•   파이낸셜뉴스: 메타버스 탄 맥스트 '따상상상'… 미래가치 반영? 거품? [증시도 신산업 열풍]

•   디지털타임스(P1): 실기·급조·불신… `백약무효` 공급대책

•   이데일리(P1): "식량자급률 뚝뚝"..기후변화에 밥상이 위험하다

•   이데일리: '제3의 길' 외친 김동연, 제주·거제 찾아 본격 대선행보 '시동'

•   이데일리: CEO 출동하는 美 빅테크 컨콜…한국은?

•   연합: 오늘 1천700명대…전국 확산세속 수도권 비중 다시 오름세 긴장

•   뉴시스: SK證 "두산퓨얼셀, 수소경제 트렌드에 발맞춰 진화 중"

•   뉴스토마토: 두산중공업, ‘오버행’ 부담 당분간 이어질 것…원전 수혜는 명확

•   e대한경제: LG폰 북미시장 철수한 자리, 中 업체가 싹쓸이했다

•   에너지경제: 커져가는 한전 경영 불확실성…전력 판매 증가 기대 속 연료비 상승 등 대외 악재도

•   에너지경제: "신재생에너지 시장 개편 전 혜택 보자"…태양광 사업자, 연내 FIT 참여 서두를 듯

•   에너지데일리: “전기차 배터리 시장, 중국 공세 거셌다”

•   전자신문: 'K-그린수소 생산기술' 국제표준화 주도한다

[Opinions]

•   Project Syndicate(William A. Haseltine): How to End the Pandemic

•   Project Syndicate(Jean Pisani-Ferry): Mario Draghi’s Second “Whatever It Takes”

•   FT(Editorial Board): China’s misguided crackdown on business

•   FT(Philip Stephens): Climate change is a global threat demanding national solutions

•   FT(Edward Luce): Republicans have become the party of nihilism

•   FT(Mohamed El-Erian): China lays down challenge to the west on crypto

•   FT(Richard Waters): Big Tech’s test after powering past the pandemic

•   WSJ(Editorial Board): The Federal Reserve’s Big Inflation Miss

•   WSJ(Editorial Board): The American Jobs Plan Is a Call to Arms for the GOP

•   WSJ(Daniel Henninger): Joe Biden Is Sinking

•   WSJ(Karl Rove): The American Jobs Plan Is a Call to Arms for the GOP

•   WSJ(Joseph C. Sternberg): How China Played American Investors

•   WSJ(Rob Portman): An Infrastructure Deal That Works

•   NYT(Jennifer B. Nuzzo, Beth Blauer): Do Mask Mandates Work?

•   WP(Leana S. Wen): The CDC’s mask guidance needs to make clear: The problem is the unvaccinated

•   Bloomberg(Bill Dudley): The U.S. Treasury Market Still Needs Fixing

•   Bloomberg(Conor Sen): Workplace of Future Is More Clubhouse Than Cubicle

•   Bloomberg(Michael R. Strain): Biden's $3.5 Trillion Budget Bill Should Die in August

•   Bloomberg(Jonathan Bernstein): Odds Look Good for the Infrastructure Deal

•   Bloomberg(Timothy L. O'Brien): CDC Mask Guidance: Knee-Jerk Complaints Ignore Reality

•   Bloomberg(Clara Ferreira Marques): Peru’s New President Pedro Castillo Puts Himself On a Path To Nowhere

•   Bloomberg(Matthew G Yglesias): Why Republicans Should Give Biden His Infrastructure Deal

•   CNBC(Ron Insana): China’s crackdown on businesses threatens its standing as an economic superpower

•   Reuters(John Kemp): U.S. coal gets boost from higher gas prices

•   서경(이재용): 탄소 중립은 공짜가 아니다