Business Intelligence Monitor 210803

(Introduction)

[Markets]

•   Global: Stocks reverse to red, oil slips amid Delta variant anxiety

•   Metals: Copper dips on demand worries after weak factory data

•   Grains: Wheat nears three-month high on global crop reduction

•   한국: 코스피 3,220대 회복…기관 6천억 순매수

•   한국: 두산그룹주 갈피 못 잡아, 두산밥캣 두산 하락 두산인프라코어 상승

[Indicators]

•   US Jun. Construction spending: U.S. construction spending inches higher in June

※   For Construction Pros: Why Contractors are Smiling Despite Nonresidential Dragging US Construction Spending Down Again in June

•   US Jun. Leasing & Finance index: New Leasing Volume Grows 17% in June: ELFA

•   North America Jul. Construction cost: Engineering and Construction Costs Rise Again in July on Semiconductor Shortage

•   UK May Construction output: UK construction faces ‘perfect storm’ as supply shortages loom

•   UK Jul. Business confidence: U.K. Companies Step Up Hiring and Wages Amid Reopening

•   China Jul. Manufacturing PMI(Caixin): China's July factory activity growth slips to 15-month low - Caixin PMI

•   India Q3 Employment: India's unemployment rate drops to 13.3% in Q2 from all-time high of 20.9% in Q1

•   India Jul. Balance of trade: Exports up 47.91 per cent in July to $35.17 billion

•   Indonesia Jul. CPI: Indonesia's July annual inflation rate rises to 1.52%

•   한국 상반기 전력거래량: 올 상반기 전력시장 2019년 수준 회복...산업용 수요 증가에 시장도 불 붙어

[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: Delta Variant Stalls Asia’s Economic Recovery After Early Rebound

•   WSJ: Janet Yellen Announces Measures to Avoid Breaching Debt Ceiling

•   WSJ: Debt Ceiling Deadline: What It Means and How Congress Can Act

•   WSJ: Louisiana, Bay Area to Reinstate Indoor Mask Mandates

•   WSJ: Masks Are Back On at Home Depot, McDonald’s and Target

•   WSJ: Fed Chairman Powell’s Approach to Regulation Has Drawn Criticism From Some Democrats

•   WSJ: Progressives Raise Heat on Nancy Pelosi Over Eviction Moratorium

•   WSJ: White House Pushes Distribution of Aid to Renters as Eviction Moratorium Expires

•   WSJ: Utilities Eye Mini Nuclear Reactors as Climate Concerns Grow

•   WSJ: Coal Projects in Asia Face Dwindling Financing as Climate Pressure Mounts

•   WSJ: As Delta Variant Rages, More Workers Are on Edge About Return to the Office

•   NYT: Where a Vast Global Vaccination Program Went Wrong

•   NYT: Climate in the infrastructure bill: $73 billion for the electricity grid but less for electronic vehicles, lead pipes.

•   NYT: Cryptocurrency in the infrastructure bill: The industry won last-minute concessions.

•   NYT: Germany Will Offer Vaccine Booster Shots Starting in September

•   NYT: Britain Rethinks Letting China Enter Its Nuclear Power Industry

•   WP: The growing clamor for — and against — vaccine mandates

•   FT: China hunts down Delta variant as Covid outbreak spreads to 14 provinces

•   FT: Europe adopts carrot-and-stick approach towards vaccine refuseniks

•   FT: UK pushes floating wind farms in drive to meet climate targets

•   FT: Weary Tunisians welcome president’s power grab

•   FT: Chinese steel prices fall on scepticism over emission policies

•   FT: Electric vehicles: recycled batteries and the search for a circular economy

•   FT: China Evergrande boosts asset sales in bid to stave off cash crunch

•   FT: Fossil fuel groups step up lobbying of SEC to dilute climate reporting rules

•   Bloomberg: Senate Bid to Speed Infrastructure Runs Into Virus Hurdle

•   Bloomberg: Tide of U.S. Debt Set to Recede, Countering Effect of Fed Taper

•   Bloomberg: Fed’s Waller Says September Taper Call May Be Warranted

•   Bloomberg: US Hits Joe Biden's Covid Vaccine Target of 70% of Adults With at Least 1 Dose

•   Bloomberg: Employee Retention Tax Credit Would End Early Under US Senate Plan

•   Bloomberg: U.S. Sees Borrowing $1.4 Trillion in Second Half of 2021

•   Bloomberg: Smallest U.S. Firms Lost Revenue Last Year, Fed Survey Finds

•   Bloomberg: Lack of Progress in Treating Covid Causes Worry for Unvaccinated

•   Bloomberg: Coronavirus Flares in Wuhan as Delta Variant Challenges China’s Defenses

•   Bloomberg: House Prices May Have Bottomed in the Middle East, Kamco Says

•   Bloomberg: Hong Kong’s Fate Spurs Japan to Speak Up About Defending Taiwan

•   Bloomberg: China Traders Add to Bets on Easing as Economic Prospects Dim

•   Bloomberg: Gasoline Demand Plunges as Virus Batters Asia’s Leading Importer

•   Bloomberg: NXP Projects Revenue That Would Top Estimates on Robust Demand

•   Bloomberg: Infrastructure Deal Includes Billions to Fight Climate Change

•   Bloomberg: Bipartisan Infrastructure Deal Hydrogen Plan Isn't Very Green

•   Bloomberg: U.S. Has to Pick Up the Pace on Green Infrastructure to Reach Net Zero

•   Reuters: Delta spreads 'like wildfire' as doctors study whether it makes patients sicker

•   Reuters: U.S. South braces for record numbers of hospitalized COVID patients

•   Reuters: China quietly sets new 'buy Chinese' targets for state companies - U.S. sources

•   Reuters: Delta infections among vaccinated likely contagious; Lambda variant shows vaccine resistance in lab

•   Reuters: India and China to continue dialogue over disputed border

•   Reuters: J&J says still in talks with Indian govt on COVID-19 vaccine

•   Reuters: Myanmar shadow government condemns army ruler for taking PM role

•   Reuters: Ericsson wins 5G radio contracts in China - sources

•   AP: Graham 1st vaccinated senator to test positive for COVID-19

•   AP: Analysis: Iran strikes hard-line pose ahead of new president

•   CNBC: Infrastructure: Senate to vote on bipartisan bill

•   CNBC: CDC says 7-day average of daily U.S. Covid cases surpassed peak seen last summer

•   CNBC: Dr. Scott Gottlieb sees Covid boosters for vulnerable people in U.S. soon

•   CNBC: Google will abandon Qualcomm and build its own smartphone processors this year

•   MarketWatch: The delta variant is more than twice as contagious as previous strains of the virus, feds say, as they urge vaccinations

•   SCMP: Why China cracked down on education and upended a US$70 billion tutoring industry, with millions of jobs and students affected

•   SCMP: China’s post-pandemic economic stimulus spending on green projects shows there is room for improvement: Greenpeace

•   SCMP: China’s tech hub Shenzhen sees economic performance tumble against competition in the first half

•   Nikkei Asia: Japan's overburdened COVID hospitals to take only the sickest

•   Nikkei Asia: EV powertrains set to disrupt auto industry's pecking order

•   reNews: US 'may not reach half-way' towards net zero

•   OilPrice.com: Top 5% Polluting Power Plants Account For 73% Of Global Emissions

•   For Construction Pros: United Rentals Reveals Second Quarter 2021 Results

•   Industrial Vehicle Technology: Forklift operator crisis “helping drive up” sales of automated handling solutions

•   Robotics Business Review: How the UR+ Ecosystem is Fueling Cobot Market Growth

•   Robotics Tomorrow: Robotics Changed Industry 4.0; Now, How Will Industry 4.0 Change Robotics?

•   매경(P1): [단독] 알바 전전 '사실상 실업자' 491만명…최저임금 공공일자리 역효과

•   매경: 생계 불안 '부업' 뛰는 60대…알바 자리 놓고 20대와 경쟁한다

•   매경(P1): "5만가구 라더니" 정부 주도 재건축…실제 추진 1580가구 그쳤다

•   매경: 정부주도 도심개발' 2·4대책도 반년째 파열음

•   매경(P1): 금리인상 다가온다…'변동금리' 대출자 지금 바로 해야 할 일

•   매경(P1): "위대한 기업은 위기 속에서 나온다"

•   매경: 스타트업 투자열풍 여전…헤지·국부펀드도 가세

•   한경(P1): 고위험 美·中 주식도 장기투자땐 안전자산

•   한경(P1): 1주택자 양도세, 경우의 수만 189개…"장난하나" 격앙

•   한경: 2년새 24배 복잡해진 '양도세 계산식'…세무사도 포기할 판

•   한경(P1): "한번 터지면 글로벌 대박"…대기업도 돈 싸들고 줄섰다

•   한경: 美 기술 스타트업도 역대급 투자유치…대형 펀드까지 가세

•   한경: 화이자·모더나 가격 인상…"한국 내년 백신 예산 6조 웃돌 수도"

•   한경: 경기도 '100% 재난지원금', 문재인 정부는 안 막나, 못 막나…

•   한경: "20억 전세 살면 지원금 받고, 15억 집 있으면 못 받는다니…"

•   한경: 금리 인상 = 자산가격 조정?…과거 세번의 인상기, 집값 모두 올랐다

•   한경: 과감한 M&A·신사업으로…코로나 위기 파고 넘어선다

•   서경(P1): 양도세 강화 두달···서울 아파트 매물 '4만건 벽' 깨졌다

•   서경(P1): 文 "추석 전 3,600만명 백신 1차 접종"

•   서경: "韓경제 도약하려면, 생산성·구조개혁으로 성장 일궈야"

•   서경: "재정·통화정책 균형 때 불평등 완화···수요층 맞춘 타깃 지원 중요"

•   서경: 사전청약 지역 땅값 들썩···보상금 26조 풀린다

•   조선(P1): 일본·영국은 백신 부스터샷, 한국 100일째 새 계약 무소식

•   조선: 격리면제 탁상행정에… 해외 백신 접종자, 국내서 또 접종

•   조선: 한수원 노조 간부 “탈원전 반대 활동 한다고 불법사찰”

•   조선: 개미들 올 벌써 72조 샀다... 최대 매수 반도체株서 손실

•   조선비즈: 원자재發 무역흑자 ‘반토막’...사상 최대 수출에도 4% 성장 ‘흔들흔들’

•   인베스트조선: 인텔發 3강구도 재편되는데…사업만 집중하긴 힘든 삼성전자

•   동아(P1): [단독]임대차법 이후 신규 전세, 갱신보다 평균 1억4000만원 비쌌다

•   동아(P1): [단독]‘델타플러스’ 국내 첫 확인… 백신 효과 떨어뜨릴 우려

•   동아: 파업 갈림길에 선 HMM… 수출 물류대란 우려

•   문화(P1): ‘비정규직 제로’ 실력행사 나선 勞, 청년층 반발에 진퇴양난 文정부

•   문화: “금리인상 시기 전망 다른건 韓銀은 인플레에 민감하고 美 Fed는 실업률 중시때문”

•   한국(P1): 태어나는 기업 줄고, 죽지 않는 기업은 늘고… 위태로운 '다이내믹 코리아'

※   대한상의: ‘한국 산업 역동성 진단과 미래 성장기반 구축’ 보고서

•   국민(P1): 수박 한 통에 3만6800원… 폭염에 미친 물가

•   서울(P1): ‘코로나 타격’ 상장 中企 20% 좀비기업 됐다

•   서울: 공장 지키려다 빚 6억 더… “금리 오를까, 지원 끊길까 조마조마”

•   서울: 폐업할 돈도 없는 ‘영끌 장사’

•   세계(P1): [단독] 지역 맞춤형 일자리 말뿐… 취업자, 수도권에 더 쏠려

•   세계(P1): 코로나 중증·사망 93%가 ‘백신 미접종’

•   경향(P1): 한·미 훈련 하면 남북관계 ‘악화’…연기 땐 대미 관계·전작권 전환 차질

•   머니투데이(P1): [단독]홍남기, '李·李' 정책 제동?…보유 상한제·稅강화 '신중론'

•   머니투데이(P1): 26조원 쏟아부은 K배터리, 수익전환 9부능선 넘었다

•   머니투데이: 반도체가 흔든 '현대차' 신차군단 '기아'가 떠받쳤다..7월 2.2%↑

•   머니투데이: 中 철강 감산에 날던 철광석價 '뚝'…韓 철강 '겹호재'

•   머니투데이: 현대건설기계, 브라질서 굴착기 263대 수주대박…287억원

•   머니투데이: 14개월만에 멈춘 LCD 가격 상승…"삼성·LG, 中과 OLED 격차 벌릴 때"

•   머니투데이: '카메라 구멍 없는 폰' 승자는 누구?…삼성·ZTE·샤오미 줄줄이 출시

•   헤럴드경제(P1): 전셋값=4년 전 집값…속타는 무주택자

•   헤럴드경제(P1): 생산-소비-투자 ‘트리플 위기’ 오나

•   파이낸셜뉴스: 로보월드 200개社 참가… 역대급 성과 기대

•   디지털타임스(P1): 1위 탈환 삼성 `반도체 수성` 투자에 달렸다

•   디지털타임스: 가파른 상승세 한풀 꺾인 원자재값… 태양광업계, 한숨 돌렸다

•   디지털타임스: 車반도체 부족에… 완성차 5곳, 월 60만대 판매벽 붕괴

•   이데일리(P1): 대출받고, 예금빼서 청약…시중자금 블랙홀된 공모주

•   이데일리(P1): 코로나19 끝나도…회사로 안 돌아간다

•   연합: 휴일 영향에 오늘 1천100명대…휴가철·델타 변이 최대 변수

•   에너지경제: 폭염·신재생E 확대에 세계 석탄 대란 조짐…결국 원전 의존 가속 전망

•   에너지경제: 與 에너지전환 주도 의원들, 전력난 우려 탈원전 책임론 차단에 안간힘

•   에너지경제: 일반기업도 참여할 수 있는 REC거래시장 개장…"혜택 많지 않아 실효성 의문"

•   에너지경제: 본격 태풍·폭우철 8월 시작…재생E 업계 파손·저효율 등 우려

•   디지털데일리: 노트북·아이패드도 OLED...삼성·LG "투자로 中 따돌린다"

[Opinions]

•   Project Syndicate(Raghuram G. Rajan): The Dangers of Endless Quantitative Easing

•   Project Syndicate(Jeffrey D. Sachs): The Case for a G21

•   Project Syndicate(Andrés Velasco): Preventing a Stablecoin Liquidity Crisis

•   Project Syndicate(Zhang Jun): China’s Unavoidable Financial Rise

•   FT(Editorial Board): Carrots and sticks can promote vaccination

•   FT(Ruchir Sharma): ‘Greenflation’ threatens to derail climate change action

•   FT(John Browne): Business can be a force for change on climate

•   FT(Benedict Mander): Chile’s social upheaval leaves presidential race wide open

•   FT(Claire Jones): Who‘s afraid of the bad Big Tech?

•   WSJ(Editorial Board): The Infrastructure ‘Pay-Fors’ That Aren’t

•   WSJ(Editorial Board): The FDA Finally Gets Moving on Pfizer

•   WSJ(Walter Russell Mead): Capitalist Solution to a Globalist Pandemic

•   WSJ(William McGurn): Masks Are a Covid Distraction

•   WSJ(Gerard Baker): What if We’re Reliving the ’70s With No Reagan to Save the Day?

•   WP(Max Boot): Vaccine mandates are off to a good start — but need to go much further

•   WP(Michael Gerson): We shouldn’t be cruel about covid deaths. We should focus on getting everyone vaccinated.

•   Bloomberg(Tyler Cowen): Infrastructure Bill Shows That U.S. Politics Are Not (Yet) Broken

•   Bloomberg(Hal Brands): Biden's Minilateralism to Rally Europe, Democracies Against China

•   Bloomberg(Gina Martin Adams): Stock Market: Margin Mayhem Looms Large Over Bull Market

•   CNN(Henry Fernandez): MSCI CEO: It's time for the world to embrace a new normal at work

•   Reuters(John Kemp): IEA’s roadmap shows difficult journey to net zero

•   Reuters(Clyde Russell): Iron ore miners are awash with cash, but see different futures

•   Reuters(Andy Home): China's copper appetite wanes just as U.S. grows hungry

•   매경(정우용): 진정한 ESG경영 정착 위한 과제

•   매경(조동철): 아파트값 상승은 주거형태선호 변화 때문

•   조선(주한규): 태양광에 가린 최대전력 과소예측과 블랙아웃 위기

•   한겨레(사설): 시작도 안 한 ‘탈원전’이 어떻게 ‘전력 대란’ 일으키나

•   전자신문(변상근): REC 가중치 개편 이후의 과제