Business Intelligence Monitor 210802

(Introduction)

[Markets]

•   Global: U.S. stocks slip, dollar has worst week in almost two months

•   Peru: Peru currency hits record low, bonds fall on finance ministry vacuum

•   Metals: Aluminium streaks to three-year highs on Chinese power cuts

•   Iron ore: Iron ore price craters on Chinese steel output cuts

•   Grains: Corn, soy futures sag on end-of-month selling; U.S. weather eyed

•   한국: 코스피, 1.24% 내린 3,200대 마감…외국인·기관 순매도

•   한국: 월말에 ‘3중 악재’ 덮친 코스피···3,200선도 위태

•   한국: 두산그룹주 약세, 두산중공업 3%대 내리고 두산밥캣 2%대 올라

[Indicators]

•   US Q2 Labor costs: U.S. labor costs increase solidly in second quarter

•   US May Oil consumption: America’s Oil Demand Is Roaring Back Faster Than Expected

•   US Jun. Construction employment: Employment Lags Or Matches Pre-Pandemic Level

•   US Jun. Personal spending·income: Household Spending Rose in June, Before Delta Variant Upswing

※   NYT: The Fed’s Favorite Price Index Rose 4 Percent. What Comes Next?

•   US Weekly Rig count: U.S. oil & gas rig count falls for first week in eight -Baker Hughes

•   US Q3 GDP Nowcast: Jul 30, 2021: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 6.1 percent — July 30, 2021

•   Eurozone Q2 GDP: Growth returns to eurozone with healthy rebound in second quarter

※   Eurostat: GDP up by 2.0% in the euro area and by 1.9% in the EU

•   Eurozone Jul. CPI: Eurozone Inflation Overshot ECB's 2% Target in July

•   France Jul. Car sales: French Car Sales Drop 35% in July as Chip Shortage Crimps Supply

•   China Jul. Manufacturing PMI: Expansion in China’s Factory Sector Hits Lowest Level in Months

•   Japan Jun. Employment: Japan's June jobless rate improves to 2.9% as virus step eased

•   Japan Jun. Industrial production: Japan's industrial output rises 6.2% on month in June

•   India Q2 Fiscal account: April-June fiscal deficit narrows to $36.8 billion as tax receipts rise

•   India Jun. Core industry production: June core sector growth slows as base effect wanes

•   India Jul. GST collections: GST collections for July record Rs 1.16 lakh crore

•   Brazil May Employment: Brazil Unemployment Sticks Near Record High as Economy Reopens

•   Canada Q2 GDP: Canada’s Economy Rebounds, on Track for 2.5% Annualized Growth

•   한국 7월 무역수지: 한국 수출 역대 1위로 하반기 출발…연 6천억달러 달성 '파란불'

•   한국 7월 은행 가계대출 잔액: "지금 못하면 더 벼락거지 될라"…규제 높여도 가계대출 7월에도 급증

•   한국 주간 아파트 수급동향(부동산원): 정부는 “집값 고점” 국민은 “사자”

•   북한 2020년 GDP: 北, 작년 4.5% '역성장'…23년 만에 최악

[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

[Calendars]

•   WSJ: Economy Week Ahead: Factories, Trade, Employment

•   FT: Give us a break

•   Bloomberg: Massive Stimulus Looks Here to Stay as BOE to Echo Fed: Eco Week

[News]

•   WSJ: World Economy Caps Extraordinary Return From Covid-19 Collapse

•   WSJ: CDC Says New Mask Guidelines Informed by Cape Cod Outbreak

•   WSJ: Southern States Urge Covid-19 Vaccines as the Delta Variant Surges

•   WSJ: Fauci Warns on Covid-19 That ‘Things Are Going to Get Worse’

•   WSJ: FDA Under Pressure to Grant Full Approval to Covid-19 Vaccines

•   WSJ: Infrastructure Bill Now Faces Restive House Progressives

•   WSJ: Senators Push to Wrap Up Bipartisan Infrastructure Bill This Week

•   WSJ: House Adjourns Without Extending Covid-19 Eviction Moratorium

•   WSJ: Renters in South Look Most Vulnerable After Eviction Ban

•   WSJ: Fed’s Brainard Says Labor Market Hasn’t Satisfied Goals for Reducing Bond Purchases

•   WSJ: Reduction in Fed’s Asset Purchases Might Not Spark ‘Taper Tantrum’

•   WSJ: SEC to Set New Disclosure Requirements for Chinese Company IPOs

•   WSJ: U.S. Trade Representative’s Top China Adviser Resigns

•   WSJ: Two U.S. Companies Seek Continued Tariffs on Imported Solar Panels

•   WSJ: Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal

•   WSJ: U.K.’s Delta Variant Wave Appears to Ebb, Offering Hope Covid-19 Is in Retreat

•   WSJ: Hong Kong Protester, First to Be Sentenced Under China’s National Security Law, Gets Nine Years

•   WSJ: Suspected Drone Attack on Israeli-Linked Tanker in Arabian Sea Kills Two Crew

•   WSJ: U.S. Blames Iran for Drone Attack on Israeli-Linked Tanker

•   WSJ: Philippine Leader Reverses Course, Keeps U.S. Defense Pact

•   WSJ: Myanmar Rulers Extend State of Emergency

•   WSJ: Delta Variant Spreads to Indonesia’s Remote, Vulnerable Islands

•   WSJ: Investors Bet Price Pressures Will Ease

•   WSJ: Investors Lost Hundreds of Billions on China in July

•   WSJ: Robinhood Stock Sale Soured By Investor Confusion, Valuation Concern

•   WSJ: Chile Workers at World’s Biggest Copper Mine Vote to Strike

•   WSJ: Exxon, Chevron Report Billions in Profits but Plan to Keep Spending Tight

•   WSJ: Higher Pay for New Workers Ripples Through the Ranks

•   WSJ: Heavyweight Companies Enjoy Outsize Rewards as Economy Rebounds

•   WSJ: Samsung Takes Intel’s Chip-Seller Crown, but Bigger Battle Looms

•   WSJ: Amazon Hit With Record EU Privacy Fine

•   WSJ: Tech Startup Financing Hits Records

•   WSJ: When It Comes to ESG, Companies Often Find It Hard to Stand Out

•   WSJ: Is a Four-Day Week the Future of Work?

•   NYT: The U.S. is wasting vaccine doses, even as cases rise and other countries suffer shortages.

•   NYT: As Covid Cases Rise All Over U.S., Lower Vaccination Rates Point to Worse Outcomes

•   NYT: They Spurned the Vaccine. Now They Want You to Know They Regret It.

•   NYT: The U.S. will cover cost of testing unvaccinated federal workers.

•   NYT: U.S. restaurants scramble to reimpose rules.

•   NYT: Home Prices Are Soaring. Is That the Fed’s Problem?

•   NYT: Trump Pressed Justice Dept. to Declare Election Results Corrupt, Notes Show

•   NYT: Infrastructure Deal Puts Cryptocurrencies in Washington’s Cross Hairs

•   NYT: Biden’s Climate Plans Are Stunted After Dejected Experts Fled Trump

•   NYT: As Fears Grip Afghanistan, Hundreds of Thousands Flee

•   WP: Eviction moratorium set to expire as billions in Emergency Rental Assistance funds remain unspent

•   WP: Infrastructure deal opens door to greener transportation system

•   WP: The quiet Biden-GOP talks behind the infrastructure deal

•   WP: When will the summer coronavirus surge peak? It will get worse before it gets better, experts predict.

•   WP: Biden administration imposes a new round of sanctions on Cuban government, officials

•   WP: Why Africa is perilously far behind on coronavirus vaccination

•   FT: Pandemic fuels broadest global house price boom in two decades

•   FT: ‘The global supply chain was not built for this’: freight delays hammer US

•   FT: Global Covid surge creates fertile grounds for more dangerous variants

•   FT: Pfizer and Moderna ramp up EU Covid vaccine prices

•   FT: Thousands protest against French Covid health pass rules

•   FT: Boris Johnson faces growing backlash over Covid passports

•   FT: UK industry lines up for lucrative carbon capture projects

•   FT: City of London grapples with post-Brexit regulation

•   FT: Pimco’s Ivascyn warns of inflationary pressure from rising rents

•   FT: Mask U-turn dashes Americans’ euphoria at nascent Covid recovery

•   FT: Raisi vows to restore ‘trust’ with disillusioned Iranian public

•   FT: ANC factions stir ‘dangerous politics’ in South Africa’s towns

•   FT: Inflation here to stay, Russia’s central bank governor warns

•   FT: Marxist congressman named as Peru’s prime minister

•   FT: Peru’s new president confirms moderate as finance minister

•   FT: China to shut Taishan nuclear reactor after fuel damage

•   FT: Thailand outlaws reports that cause ‘fear’ as Covid-19 cases surge

•   FT: Japan calls for greater attention to ‘survival’ of Taiwan

•   FT: China flood response reveals Beijing’s need to prepare for extreme weather

•   FT: Turkish lira a rare bright spot for emerging market currencies in July

•   FT: Turkey battles to quell wildfires as residents and tourists flee

•   FT: Will US jobs numbers maintain their upward momentum?

•   FT: Investors rethink China strategy after regulatory shocks

•   FT: Investors pour $3.2bn into inflation-protected US Treasuries

•   FT: Big investors demand annual vote on companies’ net zero plans

•   FT: What is China’s ‘battle for data’ and who will be targeted next?

•   FT: Planetary ‘vital signs’ show extent of climate stress — and some hope

•   Telegraph: Vaccine booster shots for 32m to begin next month

•   Bloomberg: Producers Caught Flat-Footed as U.S. Consumer Demand Runs Hot

•   Bloomberg: Charting Global Economy: Supply Chains Challenge U.S., Germany

•   Bloomberg: Fed’s Kashkari Warns Delta Variant Could Slow Jobs Recovery

•   Bloomberg: U.S. Debt Ceiling Suspension Ends, Congress Unclear on Next Step

•   Bloomberg: No Shots, No Service: Delta Variant Fuels Push for Vaccine Proof

•   Bloomberg: Covid Breakthrough Cases: Bloomberg Identifies 100,000 Cases as Delta Rises

•   Bloomberg: China Tech Crackdown: Communist Party Policy Changes Behind $1 Trillion Selloff

•   Bloomberg: China Mulls Booster Shots For Some as Delta Variant Spreads

•   Bloomberg: Forecaster Who Predicted India’s Covid Peak Sees New Wave Coming

•   Bloomberg: Bolsonaro Rouses Supporters in Protests Against Voting System

•   Bloomberg: Thailand Expands Quasi-Lockdown to Cover 40% of Population

•   Bloomberg: Malaysia Defers Parliament Session Amid Calls for PM to Resign

•   Bloomberg: Russia’s Global Vaccine Ambitions Stumble on Supply Shortage

•   Bloomberg: Jokowi Says Indonesians Are ‘Screaming’ for Curbs to be Gone

•   Bloomberg: China’s Elite Role in Emerging Markets Has Traders Creeping Back

•   Bloomberg: China’s Central Bank Says It Will Keep Pressure on Crypto Market

•   Bloomberg: Here’s Who Wins and Who Loses From the Surge in Commodity Prices

•   Bloomberg: Glencore Boosts Outlook for Another Bumper Trading Year

•   Bloomberg: Hydrogen Goes Nuclear as U.K. Reactor Pivots Toward Renewables

•   Bloomberg: How Return-to-Office Policies Are Shifting With U.S. Virus Surge

•   Bloomberg: Climate Goals at Risk If Only Rich Countries Adopt Electric Cars

•   Bloomberg: Eskom CEO Lays Out Funding Plan to Transition Away From Coal

•   Bloomberg: China Softens Tone on Climate Ambition Amid Power Shortages

•   Bloomberg: Carbon Fund Rakes in $540 million. No Outflows

•   Reuters: More countries hike climate pledges, piling pressure on major emitters

•   Reuters: Mixing Russia's Sputnik V, AstraZeneca shots proves safe in small trial -RDIF

•   Reuters: Vietnam to extend lockdown throughout southern region as COVID cases soar

•   Reuters: Fledgling Peru govt seeks "new deal" with miners - minister

•   AP: Europe's vaccine passes reveal some pockets of resistance

•   CNN: Supply chain interrupted: Here's everything you can't get right now

•   NBC: Earth's energy imbalance removes almost all doubt from human-made climate change

•   CNBC: WHO officials try to figure out why delta is so much more dangerous than earlier Covid strains

•   CNBC: Dr. Scott Gottlieb estimates up to 1 million Americans infected with Covid daily as delta spreads

•   CNBC: Delta variant surge will crush reopening stocks, longtime market bear David Rosenberg suggests

•   CNBC: Renewable hydrogen can travel through existing pipelines, CEO says

•   SCMP: The common interests behind China and the Taliban’s talks in Tianjin

•   SCMP: Japan-US ties must not harm China, Chinese envoy warns

•   SCMP: Is the US making a real comeback in Africa to take on China?

•   SCMP: EU and China clash over Macau election ban

•   SCMP: China’s job scarcity sees fresh grads shun private sector for stable civil service jobs, as ‘government is too big to fail’

•   SCMP: China floods: economic damage to livestock industry tops US$348 million, 6.4 million chickens dead

•   SCMP: China’s leaders target risks over growth in countdown to Winter Olympics

•   SCMP: China says it will continue to work for ‘fairer’ global minimum tax rate that could force tech giants to pay more

•   SCMP: China’s central bank keeps sights set on monopolies

•   SCMP: China’s securities watchdog reaches out to US in Didi crackdown aftermath

•   Nikkei Asia: Japan expands COVID emergency as experts debate Olympic factor

•   Nikkei Asia: Japan starts giving COVID-19 shots to citizens temporarily returning

•   Nikkei Asia: TSMC reports gas contamination at key chip plant supplying Apple

•   Nikkei Asia: China backs state-owned enterprises with $32bn in rescue funds

•   Japan Times: Japanese firms worry about business impact as Myanmar unrest grows

•   OilPrice.com: Copper price: China’s scrap rebalancing act could derail recovery – report

•   For Construction Pros: 3 Unexpected Equipment Challenges Construction is Facing in 2021 – And What to Do Now

•   DIGITIMES: Server ODMs enjoy strong pull-in of orders from US datacenter vendors

•   Robotics Tomorrow: Tips for choosing a 3D vision system - The future of vision systems in manufacturing

•   매경: "언제 이렇게 컸지?"…카카오 시총 100조 시대 눈앞 3대 그룹 넘본다

•   매경: "카카오 새로운 10년은 글로벌 플랫폼 선점"

•   매경: 카카오 폭풍성장 뒤엔 골목상권 갈등 잡음도

•   매경: "575만 삼성전자 주주는 웁니다"…사상 최고 실적에도 목표주가 줄하향

•   매경: "아~내 주식 어쩌나"…외국인 석달간 14조 팔았다

•   매경: SM참여 3파전, 판커진 쌍용차 인수전…이번엔 주인 찾을까

•   매경: "대체 왜 이렇게 힘들게 만드나"…개포동 신축아파트 3건 중 2건이 월세

•   매경(P1): [단독] 2023년까지 다주택 안팔면 양도세 폭탄 맞는다

•   매경: [단독] 집값 올라 양도차익 15억 넘으면…세금 크게 늘어난다

•   매경(P1): [단독] 삼성 현대차 SK 또 발등에 불…"제2사드보복 될라"

•   매경: 美, 中 상장심사 강화…한국기업에 불똥 튈 수도

•   매경(P1): 합천 해인사 거창군 갈등에 5조6천억 사업 또 연기됐다

•   매경: "자율주행車 눈 잡아라"…현대차 볼보 만도 무한경쟁 돌입했다

•   매경: 지난달 개미 9조 샀지만…수익은 지지부진

•   매경: "우리 동네도 포함됐을까?"…21개 철도노선 수도권 집값 뒤흔든다

•   한경(P1): 또 복지 예산 퍼주기…최소 5000억 더 쏟아부어야 할 판

•   한경(P1): [단독] 지방 사장님 더 세게 때린 '최저임금 과속'

•   한경: [단독] "최저임금 안줘도 되니 일하게만…" 지방 알바생의 호소

•   한경: 日 가나가와현 최저임금 1012엔, 아키타현 792엔

•   한경: "최저임금 업종별 차등화 땐 일자리 46만개 지킨다"

•   한경: [단독] "점포 매일 995개씩 사라졌다"…절망하는 자영업자들

•   한경: 작년 수도권 31만가구 늘었는데…공급은 22만채

•   한경(P1): 코로나 뚫은 제조업…'1조 클럽' 사상 최다

•   한경: 제조업 '효자' 덕에 웃는 지주사들…SK·GS·두산·현대重도 '1조 클럽'

•   한경: "올해가 피크아웃" vs "체질 강해져 호황 지속"…하반기 실적전망은 엇갈려

•   한경: 韓 제조업 위기는 기회였다…'3박자' 통하더니 코로나 뚫었다

•   한경(P1): 1년새 1~2%P 뛴 신용대출 금리

•   한경: 주택담보대출 금리 '꿈틀'…2년 만에 최고치

•   한경: 저축은행·농협 대출도 '고삐'…이자부담 커진다

•   한경: 집값 잡겠다고 대출규제…직장인들 "앉아서 이자 뜯겨" 분통

•   한경: 기업들 신재생에너지 쉽게 쓰는 길 열렸다

•   한경: "소상공인 14.5조 줄게" 실제론 12조만…'막무가내' 예산 참사

•   서경(P1): [단독] 세금 더 옥죄자···1년새 아파트 증여 10만건 넘었다

•   서경: 세금 내느니 자식 '벼락거지'막자···4년간 30만건 매물 증발

•   서경: "공급량 충분" 커녕 입주 33% 뚝···'전세대란' 온다

•   서경: 멈추지 않은 '2030 패닉바잉'···서울 매수비중 또 40% 넘어

•   서경(P1): [단독] 코인 거래소 줄폐업 시작···비트소닉·CPDAX 서비스 중단·종료

•   서경(P1): [토요워치] 2025년 서울, 에어택시 타고 공항에 간다

•   서경: 에어택시 '왕좌의 게임'···비싸지만 빠른 틸트로터냐 느리지만 값싼 멀티로터냐

•   서경: 에어택시 마지막 승부처는 자율비행···'에어메트로' 먼저 안착할 듯

•   서경: "1,000원에 팝니다" ···26년만에 LG폰 역사속으로 '초콜릿폰도,윙도 굿바이'

•   서경: 마이크론 176단 낸드 양산···1위 삼성전자보다 빨랐다

•   서경: 삼성전자 노사, 올해 단체협약 잠정합의

•   서경: HMM 첫 파업 위기...중기, 물류난 가중되나 '긴장'

•   서경(P1): [단독]文 정부 들어서 원전 정비 기간, 최대 8배 늘었다

•   서경: 재가동 미루며 경제성 악화시켜···'탈원전 가속' 명분 삼았나

•   서경: [단독] 태양광, 여름 12~15시만 '반짝'···"겨울 돌아오면 한계 드러날 것"

•   조선(P1): “전세 암시장 생겨” 與싱크탱크 부원장도 임대차법 재개정 반대

•   조선: 자영업자들, 눈물의 ‘3시간 브레이크타임’

•   조선: 이재용 가석방 여부 8월 9일 판가름 날 듯

•   조선(P1): 거리두기 풍선효과… 강원 고성에 67만명, 해운대는 8만명

•   조선비즈: [물류센터 민낯]④ 송상화 교수 “속도 좇던 물류업계, 이제 ‘관리’ 고민해야”

•   조선비즈: ‘대기업 선별 감세’, 文정부 마지막 세법개정 후폭풍…'법인세 인하’ 개편 요구 들끓어

•   조선비즈: 원전 계획 없이 ‘에너지 탄소중립’ 비전 세우겠다는 산업부

•   중앙: 델타 변이·이상 기후, 세계 공급망 흔들려 수출 먹구름

•   중앙: 라면·채소값 줄줄이 치솟아…밥상 물가 심상치 않다

•   중앙: “애플 넘어 2023년 삼성 추월” 샤오미의 도발, 현실로?

•   중앙(P1): "전세 2.5억 오른대요, 도둑질 않고 어떻게 구하죠" 40대 청원

•   중앙(P1): 김여정 “희망·절망 중 택하라” 한·미훈련 중단 압박

•   동아(P1): 18~49세 백신 접종, 내달 9일부터 ‘10부제’ 예약

•   동아: ‘백신예약 10부제’…생일날짜 끝자리 9인 사람 8월 9일에

•   문화(P1): 10년간 월급 몽땅 모아야 서울서 아파트전세 얻는다

•   문화: 임대차법 1년새 전세 상승률 4배로 폭등… 불안한 ‘전세살이’

•   문화: 가계대출금리 年 3.0% 눈앞… 2030 ‘영끌 · 빚투 시한폭탄’

•   문화: 주택 매매는 35.8% 급감했는데… 新고가 속출

•   문화: 석달째 심사 시작도 못한 노바백스… 왜?

•   문화: ‘해상풍력설치선’서 새 먹거리 찾는 조선업계

•   한국(P1): 하루 확진자 1500명대 ... 위중증 환자 '병상 부족' 우려 커진다

•   한국: 이재명 “도민 100% 지급 검토”… 재난지원금, 결국 다 주나

•   국민: 中 ‘리튬인산철’에 맞설 K배터리 ‘하이니켈’ 다음 주자는?

•   국민: 역사 속으로 사라진 LG폰… 전장사업·스마트 가전이 채운다

•   서울: 20대 확진자 매일 300명 쏟아지는데… 1차 접종률 38% ‘게걸음’

•   서울: 2018년 폭염땐 최대 5배… 또 ‘전기료 악몽’?

•   한겨레(P1): 김부겸 “확산세 안 꺾이면 더 강한 조치 고려”

•   한겨레: 세계 이산화탄소 배출 상위 10개 발전소 중 ‘한국 3개’ 최다

•   경향(P1): 내년 ‘기준 중위소득’ 4인 가구 512만1080원

•   헤럴드경제: “이제는 펼치는 것이 대세”...글로벌 폴더블폰 대전 펼쳐진다

•   헤럴드경제: 한국형 ‘mRNA 백신’ 플랫폼 개발 본격화

•   파이낸셜뉴스(P1): 역풍 부른 민간 분상제 분양가·시세 더 올랐다

•   파이낸셜뉴스: "지금이 기회"…韓, 600조 배터리재활용시장 국제표준화 주도

•   파이낸셜뉴스: "2인 제한인데 특수 있을리가…" 자영업자들의 씁쓸한 올림픽

•   아시아경제(P1): '쓰레기 님비'에 멈춰 선 발전소

•   아시아경제: 구독경제 속도내는 네이버…카카오·쿠팡과 3파전

•   디지털타임스(P1): 기술도 없이 탄소중립만 외치는 정부

•   디지털타임스: [반도체 신기술 대전] 메모리값 오름세…상승폭은 완만

•   디지털타임스: [반도체 신기술 대전] 위태로운 中 반도체 굴기

•   디지털타임스: [반도체 신기술 대전] 美취약 제조경쟁력 확보…동맹국 협력 강화

•   이데일리(P1): [겉도는 방역지침]①코로나 못잡고 국민만 잡는 방역지침

•   이데일리: [겉도는 방역지침]②운행 줄인 심야 지하철 승객들로 북새통…'길고 더 굵게' 자초한 정부

•   이데일리: [겉도는 방역지침]③소상공인에 귀막은 방역수칙

•   이데일리: [겉도는 방역지침]④"확산세 잡으려면 휴가지 다중이용시설 영업제한해야"

•   이데일리(P1): [단독]삼성전자 '모더나 백신 위탁생산' 돕는다

•   이데일리(P1): 코로나19 고용충격, 30대는 웁니다

•   이데일리(P1): 10곳 중 4곳이 '좀비기업'…코로나대출, 연장 논란

•   이데일리: 한은 "델타 확산에도 당분간 국제유가 강세 보일 듯"

※   한국은행: 해외경제 포커스(제2021-29호)

•   연합: 휴일영향에 오늘 1천200명대…전문가 "4단계 연장에 '+α'도 필요"

•   e대한경제: 다시 치솟는 철근값...t당 120만원 '또' 넘어

•   더구루: 좌초 위기에도 中, 삼성전자·SK하이닉스 격차 좁히기 안간힘

•   에너지경제: [단독] 사실로 드러난 탈원전 후유증…전력거래소 "원전 가동 줄어드니 전력가격 급등"

•   에너지경제: [‘과속의 덫’ 걸린 태양광산업] "태양광셀 80%가 중국산…정부차원 국산확대 생태계 만들어야"

•   에너지데일리: “일본도 태양광이 가장 저렴한 발전원 된다”

•   전자신문: [이슈분석] 5G 스마트공장, 가능성이 보인다

•   전자신문: [이슈분석]5G 스마트공장 혁신 위한 기술적 과제는

•   디지털데일리: 삼성·SK "다변화 추진하지만"…EUV 포토레지스트, 日 지배력 더 커지나

[Opinions]

•   Project Syndicate(Andrew Sheng, Xiao Geng): The Circular Economy Grows Up

•   Project Syndicate(Harold James): A Digital Nixon Shock?

•   Project Syndicate(이종화): Is Pax Sinica Possible?

•   Project Syndicate(Peter Boone, Simon Johnson): Time to Relax Global Travel Restrictions

•   Project Syndicate(Daniel K. Gardner): Will China Kick Its Coal Habit?

•   FT(Editorial Board): US-German gas deal is a disservice to Ukraine

•   FT(Editorial Board): The Big Tech boom marks a lasting change

•   FT(Rana Foroohar): Biden puts workers ahead of consumers

•   FT(Janan Ganesh): Vaccination and the bonfire of Asian clichés

•   FT(John Plender): Market jitters only underscore China’s importance to global economy

•   FT(Katie Martin): Chinese ructions test the buy-the-dip reflex of investors

•   FT(John Dizard): Is the world facing an inventory recession?

•   FT(Liam Byrne): Rich countries need to share the IMF’s $650bn gift

•   FT(Pilita Clark): The rush to forget Covid needs to slow down

•   FT(Michael Stott): Peru’s new president has plunged it into instant political crisis

•   WSJ(Editorial Board): A Not So Grand Infrastructure Deal

•   WSJ(Editorial Board): The Rental Evictions Fiasco

•   WSJ(Editorial Board): The Senate’s Infrastructure Rush Job

•   WSJ(Editorial Board): Another Iran Message for Biden

•   WSJ(Editorial Board): ‘Deeply Troubling’ in Afghanistan

•   WSJ(Editorial Board): The CDC’s Delta Variant Panic

•   WSJ(Editorial Board): A Distorted View of Wealth Inequality

•   WSJ(Editorial Board): Britain’s Middle-Class Tax Lesson

•   WSJ(Holman W. Jenkins, Jr.): Maybe With Delta the CDC Will Learn to Count

•   WSJ(Philip Hamburger, Clare Morell): The First Amendment Doesn’t Protect Big Tech’s Censorship

•   WSJ(Phil Gramm, Thomas R. Saving): How the Fed Is Hedging Its Inflation Bet

•   NYT(Paul Krugman): How Covid Became a Red-State Crisis

•   NYT(Paul Krugman): Keynesian Republicans, Supply-Side Democrats?

•   NYT(Ross Douthat): How Strong Is Trump’s Grip on the G.O.P.?

•   NYT(Greg Bensinger): Why Tesla’s ‘Beta Testing’ Puts the Public at Risk

•   NYT(Steven Rattner): The Housing Market Is on Fire. It Doesn’t Need More Fuel.

•   WP(Editorial Board): More missile silos have been found in China. That’s an ominous sign.

•   WP(Editorial Board): Narrowing the U.S. wealth gap is important. Narrowing the racial wealth gap is urgent.

•   WP(Ruth Marcus): Require the vaccine. It’s time to stop coddling the reckless.

•   WP(Taylor Dotson, Nicholas Tampio): Vaccine mandates will backfire. People will resist even more.

•   Bloomberg(Editorial Board): How to Counter Iran’s Missiles and Proxies

•   Bloomberg(Editorial Board): As Delta Spreads, Covid Vaccine Mandates Are an Urgent Necessity

•   Bloomberg(Mohamed A. El-Erian): How Should Investors React to China’s Crackdown?

•   Bloomberg(Robert Burgess): Institutional Investors Turn Bullish on U.S. Stock Market

•   Bloomberg(Karl W. Smith): If the U.S. Population Stops Growing, So Will the U.S. Economy

•   Bloomberg(Jonathan Bernstein): Why Joe Biden Is Succeeding Where Donald Trump Failed

•   Bloomberg(Clara Ferreira Marques): Covid-19's Invisible Deaths Must Be Counted to Prepare for the Next Pandemic

•   Bloomberg(Pankaj Mishra): India and Brazil Are Headed for New Age of Anger: Pankaj Mishra

•   Bloomberg(Max Hastings): Brexit’s Predictable Crises in Gibraltar, the Channel, Ireland

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

•   매경(이순형): 신재생 용어통일부터

•   한경(한상춘): 시진핑의 3不 정책…韓 증시, 본격 조정 빌미되나

•   서경(사설): ‘원전 정비’마저 과학 대신 탈원전 코드 맞추기인가