Business Intelligence Monitor 210901

(Introduction)

[Markets]

•   Global: Stocks notch seven straight months of gains, dollar flat

•   Metals: Aluminum Hits 10-Year High as Demand Roars, China Supply Curbed

•   Iron ore: Iron ore price retreats on China’s cloudy outlook

•   Grains: Corn, soy, wheat sag as Ida damage spurs U.S. export concerns

•   한국: 코스피 1.75% 상승…외국인 1.1조 순매수

•   한국: 두산그룹주 엇갈려, 두산퓨얼셀 3%대 오르고 두산 소폭 내려

[Indicators]

•   OPEC Aug. Oil production: OPEC August oil output rises, but outages limit gain survey

•   US Jun. Case–Shiller home price: U.S. Home-Price Growth Rose to Record in June

•   US Aug. Consumer confidence: Consumer Confidence Hits Six-Month Low in U.S.

•   Eurozone Aug. CPI: Eurozone inflation rises to decade high of 3%

※   risen to its highest level in almost a decade

•   Germany Jul. Employment: German Unemployment Falls to Lowest Level Since Virus Outbreak

•   France Q2 GDP(rev.): French Q2 growth revised up to 1.1%

•   UK Jul. Consumer credit: UK consumer borrowing fell to zero in July as Covid cases climbed

•   China Aug. PMI: Covid-19 Delta Variant Pummels China’s Services Sector

※   August reading of official nonmanufacturing PMI marks first time the measure has dropped into contractionary territory since February 2020

※   SCMP: Why is China’s economic outlook raising alarms after August’s non-manufacturing PMI plunge?

•   Japan Jul. Employment: Japan's July jobless rate falls to 2.8%, down for 2nd straight month

•   Japan Jul. Industrial production: Japan's July output falls 1.5% amid chip shortage, pandemic in Asia

•   India Q2 GDP: India’s Economy Is Healing but Battered by Covid-19 Waves

※   GDP grew 20.1% in latest quarter from a year earlier, when nationwide lockdown led to deep recession

•   India Q2 Fiscal account: Fiscal deficit for April-July period reaches 21.3% of full year target

•   India Jul. Core industry production: July core sector output grows at 9.4% even as the low base effect wanes

•   Canada Q2 GDP: Canada’s Economy Unexpectedly Contracts 1.1%; Loonie Weakens

•   한국 2분기 주요 기관투자가 외화증권 투자: 국내기관 해외증권투자 185억달러 급증···美증시 상승 영향

•   한국 7월 산업활동동향: 4차 유행에 생산 0.5%↓·소비 0.6%↓ 두달만에 동반 감소

•   한국 7월 사업체노동력: 음식·숙박업 4차 대유행 '직격탄'…7월에만 종사자 6.4만명 줄었다

•   한국 8월 달러예금: 환율 오를때 달러 팔자…달러예금 뚝

[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: Biden Defends Afghanistan Withdrawal

•   WSJ: In Leaving Afghanistan, U.S. Reshuffles Global Power Relations

•   WSJ: Taliban Celebrate U.S. Exit From Afghanistan, Vow to Enforce Islamic Rule

•   WSJ: U.S.’s Pledge to Fight Terrorists in Afghanistan Will Be Harder Without Boots on the Ground

•   WSJ: Hurricane Ida Leaves Residents Without Power Amid Punishing Heat

•   WSJ: Social Security Costs Expected to Exceed Total Income in 2021 as Covid-19 Takes Financial Toll

•   WSJ: White House to Unveil Steps Aimed at Easing Housing Supply Shortage

※   Moves are designed to encourage construction of homes for renters and first-time buyers

•   WSJ: Europe Hits Covid-19 Milestone With 70% of Adults Vaccinated

※   European Commission: Coronavirus: 70% of the EU adult population fully vaccinated

•   WSJ: Europe’s Tourist Hotspots Stay Open to Americans, for Now

•   WSJ: In Israel, Being Fully Vaccinated Now Means Three Shots

•   WSJ: Bank of Mexico Raises 2021 Growth Forecast to 6.2%

•   WSJ: China’s Videogame Limits Signal Move to Regulate Private Lives, Shape Next Generation

•   WSJ: This Is the Space Race You Are Looking For

•   WSJ: Google Delays Voluntary Return-To-Office Until Jan. 10

•   WSJ: CIOs Say PC Shipments Are Delayed by Months

•   NYT: GOP Governors Fight Virus Mandates as the Party's Covid-19 Politics Harden

•   NYT: Wall Street Sees Nothing but Good News, Even When It’s Bad

•   WP: Comparing the red-state pandemic response now to blue states in early 2020 is dishonest

•   FT: UK launches £450m fund for energy network innovation

•   FT: Sturgeon claims ‘undeniable’ mandate for independence vote

•   FT: Afghans confront economic meltdown after Taliban takeover

•   FT: What now? Afghanistan awaits the Taliban’s next move

•   FT: Chinese media back diatribe calling for crackdown to be expanded

•   FT: Brazil’s post-pandemic recovery threatened by inflation and rising rates

•   FT: QR codes replace service staff as pandemic spurs automation in US

•   Bloomberg: China Seeks to Cap Rising Home Rents in Latest Equality Move

•   Bloomberg: How China’s ‘Common Prosperity’ Drive Will Redistribute the Wealth

•   Bloomberg: Xi Approves Action on Everything From Monopolies to Pollution

•   Bloomberg: Covid: Moderna Vaccine Creates Twice as Many Antibodies as Pfizer, Study Shows

※   Belgium study in JAMA measured antibodies after second shot

•   Bloomberg: Fed Chair Race Spotlights Powell-Brainard Wall Street Rule Split

•   Bloomberg: Fed Now Risks Too-Slow Taper After Too Fast in 2013, Rajan Says

•   Bloomberg: Slow Fed Tapering Would Send Yields Higher, Says Schwab’s Jones

•   Bloomberg: Euro-Area Inflation May Justify End to ECB Crisis Mode, Says Knot

•   Bloomberg: ECB Should Discuss Cutting Crisis Aid Next Week, Holzmann Says

•   Bloomberg: Made-in-Germany Growth Engine Falters as Firms Hit Supply Shocks

•   Bloomberg: Israel Reports Record New Covid Cases as Vaccine Booster Drive Expands

•   Bloomberg: The troubling parallels between supply chains and securitisation

•   Bloomberg: Brazil President Bolsonaro Advised to Extend Covid Cash as Popularity Falls

•   Bloomberg: Brazil to Unveil 2022 Budget With Loose Ends, Fiscal Uncertainty

•   Bloomberg: Malaysia’s 2022 Budget to Focus on Recovery, Economic Reforms

•   Bloomberg: Huarong Files for Trading Resumption After Posting Loss

•   Bloomberg: Fed Reverse Repo Usage Shows No Sign of Slowing Amid Imbalances

•   Bloomberg: OPEC+ Sees 2021 Oil Deficit, 2022 Surplus as Supply Revived

•   Bloomberg: China’s Corn-Buying Binge May Fall Short as Bumper Harvest Looms

•   Bloomberg: Asia’s Jet Fuel Recovery Gets Grounded Again by Delta Flare-Ups

•   Bloomberg: Copper Royalty Bill Clears Another Hurdle in Chile

•   Bloomberg: Top India Carmaker Says Output to Drop 40% on Chip Crisis

•   Reuters: Exclusive: Before Afghan collapse, Biden pressed Ghani to ‘change perception’

•   Reuters: Brazilian viper venom may become tool in fight against COVID, study shows

•   Reuters: China shuts American Chamber of Commerce in Chengdu, organisation says

•   Reuters: Biden administration aims to cut costs for solar, wind projects on public land

•   Reuters: About 14 million in U.S. get first COVID-19 shot in August, up from July

•   Reuters: Ireland to drop almost all COVID-19 restrictions in October

•   Reuters: Japan's Moderna vaccine contamination woes widen as regions put holds on shots

•   Reuters: Coal India ramps up supplies to address shortage at utilities

•   Reuters: China's oil demand recovers as COVID impact eases, more quotas eyed

•   Reuters: U.S. Treasury says China private equity's Magnachip purchase poses security risks

•   AP: Oxygen supplies grow precarious amid COVID surge

•   AP: Analysis: War is over but not Biden's Afghanistan challenges

•   CNBC: There are mounting risks that make September a potentially hazardous time for stocks

•   CNBC: Two more factors have popped up that add to the Fed's inflation worries

•   CNBC: Infrastructure bill: Which states will get the most money

•   CNBC: Covid: Taiwan banking on homegrown Medigen vaccine

•   CNBC: Restaurant owners say hiring is becoming an increasing challenge

•   Politico: McCarthy faces internal pressure to go harder at Biden on Afghanistan

•   SCMP: ‘Irrational expansion of capital’ behind China’s fan culture and tech monopolies, says Beijing expert

•   SCMP: China may make new pledges in talks with visiting US climate envoy John Kerry

•   SCMP: China’s shipping-container costs hit all-time highs, and shortage will further push up prices in coming months

•   SCMP: Scientists in China ‘struggle to get instruments because of US export controls’

•   Caixin: Chinese Communist Party Set Key Plenum for November

•   Nikkei Asia: COVID pushes Japan's non-metropolitan companies to digitize

•   Nikkei Asia: US benefits as Taiwan tech shifts from China, but Japan left behind

•   Nikkei Asia: Taiwan grows ever closer to Japan over vaccines, China fears

•   Mainichi: Japan's FY 2022 budget requests hit record of over $1 trillion

•   Japan Times: Japan confirms first case of new type of delta variant

※   The latest case contains the N501S mutation, which is similar to the mutation in the alpha variant known as N501Y

•   Economic Times: India's economic activity picking pace, further upside to growth likely: Moody's

•   Equipment World: Drone, Software Firm Alliance Takes on Large Construction Jobs

•   Industrial Vehicle Technology: Caterpillar partners with mining giant BHP to deploy zero-emissions vehicles

•   DIGITIMES: DRAM spot prices falling rapidly

•   DIGITIMES: Honor becomes 3rd-largest handset brand in China

•   MIT News: Making the case for hydrogen in a zero-carbon economy

•   매경(P1): 내년도 퍼주기…나랏빚에 눌린 5년

※   기재부: "강한 경제, 민생 버팀목", 2022년 예산안 및 2021~2025년 국가재정운용계획

•   매경: 토목은 적폐라더니…'MB 4대강' 뛰어넘은 SOC예산

•   매경: "차기 정부 어떡하라고…" 나라빚 5년간 400조 늘었다

•   매경: 부동산 잡겠다는 정부의 이율배반…"집값 올라 종부세 30% 더 걷힐 것"

•   매경(P1): 구글·애플, 자사 앱결제 강제 못한다

•   매경: 백신접종 후 곧바로 출국해도…2주 지나고 귀국 땐 자가격리 면제

•   매경: 실업률의 역설…청년 줄고 노인 늘자 0.4%P 떨어져

※   한국은행: 조사통계월보 2021년 8월호

•   매경: 5배 빠르다는 5G, 왜 이리 늦나 했더니…이유 있었네

•   매경: "9월에 무슨 빅 이벤트 있길래"…수소株 벌써부터 들썩거린다

•   매경: 접대비서 대외활동비로…용어 변경추진

•   한경(P1): 삼성바이오, mRNA백신 원액생산 '시동'

•   한경(P1): 롯데의 'M&A 본능', 이번엔 한샘…사모펀드와 공동 인수 추진

•   한경: '탄소중립' 예산 63% 급증한 11.9조 편성

•   한경: 남부발전, 울산에 청정에너지 생산공장 짓는다

•   한경: 계열사간 내부거래 '분기별 금액' 공시해야

•   한경: "韓 2035년 부담할 탄소국경세 4700억원"

※   E3G: New study shows limited trade impacts of EU CBAM

•   한경: 은행 부실채권비율 0.54%…4분기 연속 '사상 최저'

•   서경(P1): 서울 중산층이 살 수 있는 아파트 4분의 1 토막 났다

•   서경: '감염경로 불명' 35% 역대 최고치

•   서경: [시그널] BBB債에 투자자들 지갑 닫아···저신용기업 2조 차환 비상

•   서경: 빚으로 버티는데··· 中企 "이젠 이자 낼 돈도 바닥"

•   서경: "탄소중립 투자 촉진 위해 세액공제 확대해야"

•   서경: [단독] "상사에 15도 인사" 별걸 다 정한 공직 비서지침

•   조선: 폐지한다던 ‘일자리 안정자금’ 유지한다

•   조선: 12~17세 코로나 확진 급증

•   조선비즈: 8월 메모리 가격 보합세…“서버용 D램, 4분기 소폭 하락”

•   조선비즈: 강남 아파트 평당 1억원은 이제 흔한 일… 토지거래허가제도 ‘무색’

•   인베스트조선: 제페토는 네이버에 미래일까 비용일까...엇갈리는 '메타버스' 전망

•   중앙: 車·철강·조선 '정규직화 갈등'…‘판도라의 상자’ 연 현대제철

•   중앙: [현장에서] 고신용자만 옥죄는 대출규제, 상식이 사라진 금융시장

•   중앙: 기준금리 인상 이틀 만에, 정기예금에 1.6조 몰렸다

•   동아(P1): 38노스 “北영변서 냉각수 방출, 위성사진에 포착”

※   38 North: North Korea’s Yongbyon Nuclear Complex: More Evidence the 5 MWe Reactor Appears to Have Restarted

•   동아: 냉각수 방류, 北 핵시설 재가동 ‘스모킹건’… 靑-백악관 “대화 시급”

•   동아: 北, 영변 이어 강선에선 우라늄 농축 활동

•   동아: 美하원 국방수권법안에 ‘주한미군 감축 제한’ 빠져

•   동아: 현대차, 완전 무인 ‘로보택시’ 세계 첫 공개

•   동아: [단독]SK에코플랜트(SK건설), 플랜트 사업 떼어낸다…구성원 “매각 수순” 판단

•   머니투데이(P1): '공동부유' 깃발 든 中, 경제·사회 대수술…"21세기 문화대혁명"

•   머니투데이: "내년 부동산·주식시장 주춤"...예산안으로 본 정부의 전망

•   머니투데이: "백신 주권 확립" "세계 5위 달성" 외쳤건만…기대 못 미친 백신 예산

•   머니투데이: [단독]내년 공무원 월급 1.4%↑…文대통령은 4년째 동결

•   머니투데이: 동해가스전에 1200만톤 CO₂ 가둔다…현대重, 탄소포집 해상플랫폼

•   헤럴드경제(P1): SK종합화학, 5조투자 도시유전기업 도약

•   헤럴드경제(P1): 文 정부 예타 면제 100조 돌파

•   헤럴드경제(P1): HMM 육상노조도 98% 찬성 파업가결

•   헤럴드경제: “알아서 해주세요”...신탁시장 급팽창…부동산 300조 돌파, 증권도 곧 300조

•   파이낸셜뉴스(P1): 김총리의 지지…이재용 경영복귀 힘실리나

•   파이낸셜뉴스: 반도체 부족 현실로…한국GM 부평1공장 50% 감산

•   디지털타임스(P1): 의료노조 내일 파업예고, 코로나 대응 마비 우려

•   이데일리(P1): [단독]현대차 세계최대 中시장서 몸집 줄이나…주재원 수십명 철수

•   이데일리(P1): [단독]오세훈표 장기전세주택 1900호 부풀리기 논란

•   이데일리: 삐걱대는 시프트…‘공급난망’ ‘부자혜택’ ‘SH 만년적자’

•   이데일리: 재건축·재개발 출발부터 발목..서울시 공급정책 ‘빨간불’

•   이데일리: '사회주택' 저격한 오세훈..박원순 지우기 나서나

•   이데일리: [단독]LG '전자식 마스크' 국내서도 쓴다…안전기준 곧 마무리

•   이데일리: 스마트폰 ‘결전의 9월’…삼성·애플·샤오미 ‘진검승부’

•   이데일리: 백신 개발사, ‘부스터샷’으로 개발 방향 바꾼 이유는

•   이데일리: 文 "부스터샷 수요까지 고려하라"…내년 '백신 대란' 피할까

•   연합: 오늘 다시 2천명 안팎…델타변이 확산속 '한달 방역대책' 모레 발표

•   e대한경제: [수소경제 ‘퀀텀 점프]대기업 10곳 ‘수소 동맹’…글로벌 투자협업 ‘신세계’ 연다

•   e대한경제: [K-수소 어벤저스]수소 사회 얼만큼 왔나…미래 비전 공개

•   e대한경제: [K-수소 어벤저스] 최태원, 수소 생태계 올인…SK, 5년간 18조 투자 “글로벌 톱으로”

•   e대한경제: [K-수소 어벤저스] 수소차 年 50만대 생산…‘글로벌 넘버원’ 시동

•   e대한경제: [K-수소 어벤저스] 신사업 속도 최정우의 포스코

•   e대한경제: [K-수소 어벤저스] 효성 조현준 회장의 미래 전략

•   이뉴스투데이: [단독] 신재생에너지의 ‘광풍’…7월 태양광 거래량 역대 최대치

•   더구루: [단독] 두산중공업, 사우디 플랜트 부품 합작사 설립…규제당국 '승인'

•   비즈니스포스트: 두산건설 지방 도시정비 수주 잇단 승전보, 지속성장 입증에 총력전

•   에너지경제: [단독] 삼성 ‘갤플립3’ 발열 논란…흥행에 발목 잡히나

•   에너지경제: 2030년까지 온실가스 35% 감축…탄소중립기본법 통과

•   에너지경제: "정부, 탈석탄 외치면서 온실가스 배출 석유·LNG에는 투자 확대"

•   에너지경제: "NDC목표, 경제파급효과 분석이 우선·구체적 로드맵 제시해야"

•   전자신문(P1): 삼성전자, 미국에서 '인증 중고폰' 판매... 반값에 1년 보증까지

•   전자신문: [산업리포트]K-배터리, 글로벌 완성차와 전기차 배터리 동맹 가속

•   전자신문: "복잡하고 어려워" TSMC, 전작보다 3~4개월 늦게 3나노 양산

•   전자신문: 무협 "글로벌 반도체 공급망, '안정성·회복력' 중심 재편"

※   국제무역연구원: 주요국의 반도체 산업정책과 공급망 변화 전망

[Opinions]

•   Project Syndicate(Kenneth Rogoff): Back to the Seventies?

•   Project Syndicate(Chris Patten): The Wages of Defeat in Afghanistan

•   Project Syndicate(Simon Johnson): Why Is COVID-19 Surging in America Again?

•   Project Syndicate(Sławomir Sierakowski): Europe's New Refugee Crisis

•   FT(Edward Luce): Joe Biden and Europe are going different ways

•   FT(Robert Armstrong): The rich get richer and rates get lower

•   FT(Peter Atwater): The troubling parallels between supply chains and securitisation

•   WSJ(Editorial Board): Bernie Sanders Runs Out of Billionaires

•   WSJ(Editorial Board): Last Flight From Kabul

•   WSJ(Editorial Board): Hurricane Ida’s Climate Resilience Lesson

•   WSJ(Holman W. Jenkins, Jr.): Tesla and the Metaverse

•   WSJ(S. Paul Kapur): No, Trump Didn’t Force Biden’s Withdrawal

•   WSJ(Danny Heitman): The Long Night of Hurricane Ida

•   NYT(Ross Douthat): Joe Biden’s Critics Lost Afghanistan

•   NYT(Jamelle Bouie): Do Republicans Actually Want the Pandemic to End?

•   NYT(Andy Horowitz): Hurricane Ida Offers a Glimpse of the Dystopia That’s Coming for All of Us

•   NYT(Asfandyar Mir): Biden Didn’t See the ISIS-K Threat in Afghanistan Until Too Late

•   WP(Editorial Board): The U.S. still doesn’t know the pandemic’s origins. The need for answers has never been greater.

•   WP(Max Boot): Biden has been a good president. But the exit from Afghanistan has been an epic own-goal.

•   WP(Kathleen Parker): The departures from Afghanistan and Vietnam are not the same. But they raise the same haunting question.

•   WP(Jordan Ellenberg): Coronavirus vaccines work. But this statistical illusion makes people think they don’t.

•   WP(Katrina vanden Heuvel): It’s clear America can afford Biden’s investments at home. Just look at how much it spent on wars.

•   Bloomberg(Mark Gongloff): China May Be Its Own Worst Cold War 2.0 Enemy

•   Bloomberg(Andreas Kluth): Scholz and the SPD Must Rule Out a German Coalition That’s Far, Far Left

•   Bloomberg(Lionel Laurent): The EU's Guidelines on American Visitors Look Like Trade War Diplomacy

•   Bloomberg(Faye Flam): We Don't Know Enough About Covid Risks to the Vaccinated

•   Bloomberg(Michael Schuman): Xi’s Forgetting What Made China Great Again, as Tencent, Pinduoduo Kowtow

•   헤럴드경제(이세진): ‘유동성 파티’ M&A시장, 곳곳서 잡음

Business Intelligence Monitor 210831

(Introduction)

[Markets]

•   Global: U.S. stocks end at record highs as oil prices gain

•   Metals: China aluminium smelters meet to address 'irrational' price spike

•   Grains: Prices drop after rains benefit US crops

•   한국: 코스피 3,140대 회복…코스닥지수 0.81%↑

•   한국: "대선 키워드는 부동산"…건설株, 동반 급등

•   한국: 두산그룹주 힘 받아, 오리콤 3%대 두산퓨얼셀 2%대 두산 상승

[Indicators]

•   US Jul. Pending home sales: Homebuyers sign fewer contracts in July, as high prices chill the summer market

•   Eurozone Aug. Economic sentiment: Euro zone Aug economic sentiment eases but selling price expectations at record high

•   Germany Aug. CPI: German inflation surges to 13-year high of 3.4%

•   Japan Jul. Retail sales: Japan's retail sales extend gains but COVID-19 challenges persist

•   한국 상반기 창업기업: 상반기 창업 73만곳…작년보다 9.8%↓

•   한국 2분기 거주자 카드 해외 사용실적: 해외여행 다시 꿈틀…카드사용액 80%↑

•   한국 7월 주택통계: 1~7월 주택 인허가 물량 27.7만호…1년 전보다 21% 늘어

[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: Last U.S. Troops Leave Afghanistan After Nearly 20 Years

•   WSJ: New Afghanistan Worry Same as Old Afghanistan Worry

•   WSJ: Hurricane Ida Leaves More Than 1 Million Without Power in Louisiana

•   WSJ: Oil Industry Surveys Damage After Hurricane Ida Slams Louisiana

•   WSJ: Covid-19 Booster Shots Get Support From Expert Panel

※   Also on Monday, the panel voted 14-0 to recommend the two-dose shot from Pfizer Inc

•   WSJ: North Korea’s Apparent Plutonium Moves Boost Nuclear Program, Invite U.S. Attention

•   WSJ: China Limits Online Videogames to Three Hours a Week for Young People

•   WSJ: Unfinished Tractors, Pickup Trucks Pile Up as Components Run Short

•   WSJ: Covid-19 Surge in Asia Threatens Manufacture of Ceramic Bits in iPhones and PlayStations

•   NYT: U.S. regulator tells White House it will step up enforcement of oil and gas conglomerates

•   WP: Biden meets with families of service members killed in Kabul as U.S. races to exit Afghanistan

•   FT: EU moves to restrict travel from US over rising Covid cases

•   FT: Eurozone’s consumer-led recovery continues despite Covid resurgence

•   FT: Carbon price rises above €60 to set new record

•   FT: Germany: Scholz seeks to topple a CDU reeling as the Merkel era ends

•   FT: Wary US forced to rely on Taliban to contain terror threat in Afghanistan

•   FT: Africa and Latin America become stopovers for Afghan refugees

•   FT: Saudi Arabia’s grandiose climate plans struggle to take off

•   FT: Porsche to open first factory outside Europe next year

•   Bloomberg: Progressives Urge Biden Not to Nominate Powell as Fed Chair

•   Bloomberg: Cracks Are Emerging in the Fed’s Floor as Key Target Rate Slides

•   Bloomberg: There's More to Worry About Than Tapering

•   Bloomberg: Ex-Fed Official Lacker Warns Powell in ‘Tough Spot’ on Inflation

•   Bloomberg: Goldman Sees 750,000 Evictions in U.S. as Bans Come to an End

•   Bloomberg: ECB’s Villeroy Hints at Looming Slowdown in Pandemic Bond-Buying

•   Bloomberg: Top China Diplomat Rips Blinken on Afghanistan, Virus Probe

•   Bloomberg: Covid-19 Boosters Work at Curbing Severe Cases, Israel Data Show

•   Bloomberg: Resilient Demand Keeps Driving India’s World-Beating Growth

•   Bloomberg: China Commentary Calls Xi’s Crackdown a ‘Profound Revolution’

•   Bloomberg: Mapping the Gaping Disparities in Income from Assets

•   Bloomberg: Canada’s Economy Expected to Rebound After Third-Wave Slump

•   Bloomberg: Brazil Overtakes U.S. in First-Dose Count After Vaccine Drive

•   Bloomberg: China Sees Skilled Labor Shortages Worsening Amid Tech Push

•   Bloomberg: Slumping Asian Currencies Face More Risk From Slowdown in China

•   Bloomberg: BofA Warns of Weaker, More-Volatile Yen on Japan Political Risks

•   Bloomberg: Mapping the Gaping Disparities in Income from Assets

•   Bloomberg: Big Four accounting firms rush to join the ESG bandwagon

•   Bloomberg: Western Digital Pitch for New Kioxia Deal Faces Familiar Hurdles

•   Bloomberg: First Autonomous Cargo Ship Faces Test With 236-Mile Voyage

•   Bloomberg: Mapping the Gaping Disparities in Income from Assets

•   Bloomberg: Eskom Considers $7.2 Billion Spend on Wind, Solar by 2030

•   Bloomberg: Traders Sour on Clean Energy as Bets Against Invesco ETF Surge

•   Bloomberg: ESG Investors Warned of ‘Shock’ Ahead Without Shift in Strategy

•   Reuters: Coronavirus booster shots can help vulnerable, WHO Europe head says

•   Reuters: New Zealand reports first death linked to Pfizer/BioNTech COVID-19 vaccine

•   Reuters: Novavax COVID-19 vaccine U.S. trial participants count as fully vaccinated two weeks after dosing -CDC

•   Reuters: OPEC+ likely to keep oil output policy from September unchanged, sources say

•   Reuters: WTO to examine U.S.-China dispute on grain import quotas

•   Reuters: Fed's Mester not ready to accept recent inflation surge as meeting central bank's goal

•   Reuters: China's market regulator to tighten oversight of sharing economy

•   Reuters: Japan's Moderna vaccine contamination woes widen as 1 mln more shots suspended

•   Reuters: EXCLUSIVE-China's FX regulator surveyed banks, companies on yuan risk - sources

•   Reuters: Sinopec plans to spend $4.6 bln on hydrogen energy by 2025

•   AP: State mask bans face federal civil rights inquiries

•   CNN: Cars have been guzzling leaded gasoline for 99 years. Not any more

•   CNBC: Pfizer director Dr. Gottlieb says vaccine for kids 5 to 11 could come by winter

•   CNBC: Israel doubles down on Covid booster shots as breakthrough cases rise

•   CNBC: Russia faces major risks on Afghanistan despite Kremlin claiming propaganda victory over U.S.

•   CNBC: Stocks to buy: UBS, Goldman say these chip firms are a buy as EVs soar

•   MarketWatch: The S&P 500 hasn’t seen a year-to-date rally this strong since 1997. What’s next?

•   SCMP: China, our ‘great neighbour’, will help Afghanistan forge peace: Taliban

•   SCMP: China air cargo disruptions advance ‘super peak’ as prices soar after Shanghai freight terminal closure

•   SCMP: China-Australia trade: iron ore miner Fortescue set earnings, shipment records in past financial year

•   Nikkei Asia: Japan public favors Kono and Ishiba in LDP race: poll

•   Nikkei Asia: Suga looks to replace party's powerful No. 2 Nikai

•   Mainichi: Toyota global output up 11.9% in July, but chip crunch weighs

•   Economic Times: Business activity continues to rise, now well above pre-pandemic levels: Report

•   OilPrice.com: Libya’s Oil Industry Dispute Grows As Minister Suspends NOC Head

•   Construction Equipment: CNH Industrial to Acquire Italian Excavator Maker

•   DIGITIMES: Notebook prices expected to rise in 2H21

•   Robotics Tomorrow: Contamination-free automation

•   Robot Report: Robotics solutions for small-to-medium manufacturers

•   매경(P1): 발표날부터 시장에선 '콧방귀'…의왕 군포 안산, 평촌급 신도시 짓는다

※   국토부: 대도시권 주택공급 확대를 위한 제3차 신규 공공택지 추진계획

•   매경: 수도권 12만가구 공급된다는데 언제 집사야 하나…대표 전문가 5인의 답변은?

•   매경(P1): 권칠승 "접종완료자는 모임제한 다 풀자"

•   매경(P1): [알립니다] 폴 밀그럼이 본 '가상화폐의 미래'

•   매경: 9개 강연장 늘어선 1㎞ '지식밸리'…세계석학 직접 만나보세요

•   매경: 코로나이후 富의 흐름, 세계은행 수석이코노미스트가 집중분석

•   매경: 친환경 탈원전 외치더니…6월 석탄발전 30% 폭증, 신재생 20% 줄었다

•   매경: [단독] 법 바꾸면 뭐하나…대기업 민간 SW사업 수주 8개월간 단 한건도 없었다

•   한경(P1): "물건 없어서 못 판다"…폴더블폰 돌풍에 삼성 '중대 결단'

•   한경: 부품 中企 '낙수 효과' 기대…KH바텍·비에이치 등 수혜

•   한경: 애플, 2023년께 경쟁 가세…첫 제품은 세로로 접는 폰

•   한경: 기능·디자인·가격 '3박자 혁신'…삼성 '폴더블' 게임체인저로 부상

•   한경(P1): '연봉 5800만원' 1인 가구도 내달 7일부터 25만원 지급

•   한경: 25만원 지원금 스타벅스·배민선 못 써…연말 지나면 자동 소멸

•   한경: '일본이 달라졌다'…반도체 독자생존 포기하고 올인한 곳

•   한경: "전기·수소차 배터리, 3년·6만㎞ 무상수리"

•   한경: 기술 더디고 '눈덩이 적자'…비틀대는 자율주행차

•   한경: "무리한 온실가스 감축 목표, 철강·조선·車 생산 직격탄"

•   한경: 제약·통신·금융…AI 입은 로봇이 현장 바꾼다

•   한경: 네이버가 적자 자회사에 투자하는 까닭

•   한경: 삼성전자, 국제 기술표준 단체 최다 의장석… 5G·6G 시대 주도권 확보

•   한경: "원자재값 이어 환율 올라 中企 더 타격"

•   한경: "메타버스 ETF 테마 선점하자"…자산운용사 앞다퉈 출시 경쟁

•   한경: '수소 혁명' 전진기지 꿈꾸는 포항

•   서경(P1): [단독]韓 주도 '글로벌 수소연합체' 뜬다

•   서경: SK '수소생태계'에 18兆···현대차는 수소차 年 50만대 생산시설 구축

•   서경: '수소차 대중화' 키 꽂는 韓 ···상용차로 액셀 밟는 日·獨

•   서경: 한은 "물가 오름세 가속···소비자물가는 점차 둔화"

•   서경: “수억 연봉자도 마이너스통장 5,000만원 일괄 제한하라니...”

•   서경: 화웨이, 부품 갈아타기 '속도'···중국産 탑재비중 50% 넘었다

•   서경: LNG선 선가 6년來 최고···K조선, 수주 총력전

•   서경: “기업경영 3대 부담···원자재값 상승·코로나19 재확산·금리인상”

•   서경: 서학개미 '탄소중립'에 꽂혔다

•   서경: 강북 주택 평균가도 7억 돌파···서울 고가주택은 22억 찍어

•   조선(P1): [NOW] 외국인 일손 쟁탈전… 일당은 한국인 90%

•   조선(P1): 文, 김정은 비핵화 의지 믿으라했지만… 결국 부도수표

•   조선: [알립니다] 혼돈의 아프간 어떻게 될까… 오늘 ALC 웨비나

•   조선: 후판 가격 올려주고 나니 철광값 급락… 조선사들 ‘한숨’

•   조선비즈: 한은이 쏘아올린 ‘추가 금리인상’ 시그널…“이르면 10월 인상 전망” 솔솔

•   조선비즈: 28나노 車 반도체 키우는 대만 TSMC… 가격 올리고, 생산량 늘리고

•   조선비즈: 도로 달리면서 전기차 충전… 무선기술로 경쟁하는 車업계

•   조선비즈: 경총 “구직급여 하한액, OECD 최고 수준… 최저임금 연동방식 개선해야”

•   조선비즈: 얀센 백신도 국내 위탁생산하나… “K-글로벌 백신 허브 한 발짝”

•   조선비즈: [단독] 손정의 투자한 ‘쿠팡·오토스토어’ 협업...물류센터에 로봇 도입

•   인베스트조선: 늘어난 글로벌 반도체 M&A…조급증 커질 삼성전자·SK하이닉스

•   동아: 기업, 임원人事 앞당겨… “급변하는 환경 신속대처”

•   한국(P1): 10월부터 청소년 접종·부스터샷... '위드 코로나' 4분기 가능할까

•   한국: "기본소득 조세저항 불러… 결국 빚내거나 다른 복지 줄여야 할 수도"

•   국민: 경영계 “3개월만 더” 건의에도… 고용유지지원금 연장 ‘먹구름’

•   국민: “가계 부채? 경제성장률 둔화가 더 큰 문제”

•   국민: 자급제폰 활성화 바람… 외국 스마트폰, 한국 재진출 모색

•   세계: 삼성, 비메모리 강화… 반도체업계 합종연횡

•   한겨레: 비수도권 속속 4단계→3단계…괜찮을까?

•   경향: 한국, 지금도 석탄화력 5기 건설 중인 ‘기후악당국’

•   머니투데이(P1): '리터당 최고 2474원' 미친 기름값..."추석 때 주유비 꽤 들겠네"

•   헤럴드경제(P1): “올 태어난 신생아, 고교생땐 나랏빚 1억”

•   헤럴드경제: 상속세 부담 짓눌려...알짜기업도 ‘팔아야 하나’ 고민에 빠진다 [제조업 성장엔진이 멈춘다 ④과도한 세금압박]

•   헤럴드경제: 법인세 최고세율 25% ‘OECD 8위’…경영계 “평균수준인 22%로 낮춰야” [제조업 성장엔진이 멈춘다 ④과도한 세금압박]

•   헤럴드경제: ‘가업승계 3無 사태’에 흔들리는 뿌리산업 [제조업 성장엔진이 멈춘다 ④과도한 세금압박]

•   파이낸셜뉴스: '현대차그룹 3총사' 특허 5만건 육박… 미래 모빌리티 속도

•   아시아경제: 규제할수록 풍선효과에 비규제·비주택 활활

•   이데일리(P1): [단독]고용유지지원금 내년 예산 3분1토막…항공·여행업 대량해고 `비상`

•   이데일리(P1): 돈·인재 몰리는 유니콘, 韓산업구조 재편 이끈다

•   이데일리: 또 시작된 모더나 '희망고문'…"계약서 아닌 이메일, 아마추어 같아"

•   연합: 오늘 최소 1천400명대…"델타 변이로 유행 통제 쉽지 않은 상황"

•   연합: 수소 사회 구현 한발 앞으로…다음주 '수소 위크' 열린다

•   연합: 산업부, 'K-소부장 새로운 역사를 쓰다' 백서 발간

•   e대한경제: 기업들 ‘사면초가’…자금조달 초비상

•   e대한경제: 돈줄마르기 전에 운영자금 영끌…재계, 회사채 발행 행렬

•   노컷뉴스: 박용만 회장 국민훈랑 모란장 받는다

•   에너지경제: 산업연구원, 31일 ‘산업부문 탄소중립 주요 과제’ 온라인 세미나 개최

•   전자신문(P1): GS건설 '배터리 재활용' 시장 본격 공략…'리콜' 코나 배터리 160억에 샀다

•   전자신문(P1): 아마존까지 참전...국내 5조 직구시장 새판짜기

•   전자신문: [이슈분석]요동치는 아날로그 반도체 시장, 관통 키워드는 '자동차'

•   전자신문: [이슈분석]아날로그 반도체 업계, 12인치 팹 역량 확보 사활

•   전자신문: [이슈분석]먹고 먹히는 아날로그 반도체 시장, 인수합병 史

•   디지털데일리: 韓 파운드리 '월 100만장' 임박…국내 시스템반도체 생태계 '활기'

[Opinions]

•   Project Syndicate(Nouriel Roubini): The Stagflation Threat Is Real

•   Project Syndicate(Eric Schmidt): The AI Revolution and Strategic Competition with China

•   Project Syndicate(Reda Cherif, Fuad Hasanov, Min Zhu): The Electric Vehicle Revolution Goes Global

•   Project Syndicate(Kaushik Basu): Can Economics Keep Up?

•   Project Syndicate(Jean Pisani-Ferry): Climate vs. Capitalism?

•   FT(Editorial Board): Don’t let climate goals be lost in culture wars

•   FTGeorge Soros): Investors in Xi’s China face a rude awakening

•   FT(Stephen Walt): The Biden doctrine will allow America to focus on bigger goals

•   WSJ(Editorial Board): The Best of America

•   WSJ(Editorial Board): Powell Takes a Victory Lap

•   WSJ(John Bolton): Russia and China Eye a Retreating U.S.

•   WSJ(Walter Russell Mead): Biden’s Afghan Best-Case Scenario

•   WSJ(William McGurn): Joe Biden Bets on Cynicism

•   WSJ(Gerard Baker): Biden’s Vainglory Brings Abject Humiliation in Afghanistan

•   NYT(Joseph G. Allen, Helen Jenkins): The Hard Covid-19 Questions We’re Not Asking

•   NYT(Mark Temnycky): It’s Now or Never. Biden Must Stop Putin’s Beloved Pipeline.

•   WP(Matt Bai): The political impact of Biden’s bungled Afghanistan withdrawal won’t be as big as Democrats fear

•   WP(Charles A. Kupchan): Exiting Afghanistan will improve America’s global standing in the long run

•   WP(Vladimir Kara-Murza): The Kremlin’s old methods of rigging elections aren’t working like they used to

•   Bloomberg(Bill Dudley): Jobs Are Fed Chair Jerome Powell’s Number One Job

•   Bloomberg(Justin Fox): Higher Prices Are Here, Whether or Not You Call It Inflation

•   Bloomberg(Liam Denning): Hurricane Ida: How Many Storms Can Bill Payers Afford?

•   Bloomberg(Parmy Olson): Apple, Amazon, Microsoft and Google Play Nice with Biden in the Post-Snowden Era

•   MarketWatch(Alicia H. Munnell): Does the U.S. have a retirement crisis?

•   Fox News(Peggy Grande): Democrats own Afghanistan mess with Biden. They can't deny that they are accomplices

•   매경(유승훈): 지난 여름의 교훈

•   서울(현준원): 탄소중립, 비용보다 방법을 논의하자

•   전자신문(강일환): 탄소중립을 위한 집단에너지사업의 역할과 방향