Business Intelligence Monitor 210804

(Introduction)

[Markets]

•   Global: Tug of war' as investors digest mixed market messages

•   Metals: Copper skids on fears that Delta variant could hit demand

•   Grains: Soybeans fall on improved crop outlook, forecast

•   한국: 코스피 3,230대 회복…삼성전자·SK하이닉스 상승세

•   한국: 두산그룹주 약세, 두산중공업 5%대 두산인프라코어 3%대 하락

[Indicators]

•   US Q2 Household debt: US Mortgage: American Household Debt Jumps Most Since 2013 on Boom

•   US Jun. Factory orders: Solid U.S. factory orders, business spending on equipment point to enduring manufacturing strength

•   Saudi Arabia July PMI: Saudi non-oil sector expansion continues but at slower pace - PMI

•   한국 7월 CPI: 7월 물가 2.6%↑, 두달만에 다시 최고치…하반기엔 안정될까

※   매경: "곧 안정된다"더니…부동산정책 닮아가는 정부 물가관리

•   한국 7월 외환보유액: 7월 외환보유액 4천587억달러…다시 사상 최대

[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 Administration Set to Issue New Eviction Moratorium

•   WSJ: U.S. Says It Has Shared 110 Million Covid-19 Vaccine Doses Overseas

※   White House: President Biden Announces Major Milestone in Administration’s Global Vaccination Efforts: More Than 100 Million U.S. COVID-⁠19 Vaccine Doses Donated and Shipped Abroad

•   WSJ: CDC’s Covid-19 Mask Guidance Clouded by Flawed Data

•   WSJ: GM, Ford, Jeep-Maker Stellantis Reinstate Mask Mandate for U.S. Offices, Factories

•   WSJ: As Covid-19 Recedes in India, Bars Are Full and Masks Are Optional

•   WSJ: Taliban Commander Who Led Attack on Afghan City Was Released From Prison Last Year, Officials Say

•   WSJ: EU’s New Weapon in Rule-of-Law Battle With Poland, Hungary: Money

•   WSJ: Beijing Shuns Ericsson, Nokia as the West Curbs Huawei

•   WSJ: China Takes Aim at Auto Chip Dealers With Global Supplies Low

•   WSJ: Qualcomm Is Living Out Chips’ Big Tech Risk

•   NYT: Americans Suffer Pandemic Whiplash as Leaders Struggle With Changing Virus

•   NYT: New York City to Require Proof of Vaccination for Indoor Dining and Gyms

•   NYT: The Fed and the Biden administration face big economic challenges this fall.

•   NYT: Heat Emergency Brings Record Temperature and Fires to Southern Europe

•   WP: Biden calls for Cuomo to resign after investigation finds the New York governor sexually harassed 11 women

•   WP: Saudi crown prince Mohammed strips religious leaders of powers

•   WP: Germany, France and U.K. prepare for covid vaccine boosters starting in September

•   FT: IMF allocates $650bn to boost pandemic-hit economies

•   FT: Border restrictions will not stop variants entering UK, say scientists

•   FT: Bank of England confronts policy dilemma over inflation surge

•   FT: America’s recovery: is Joe Biden’s presidency vulnerable to inflation?

•   FT: Ohio special election tests Trump’s grip on Republican party

•   FT: Jump in mortgage borrowings fuels US house price boom

•   FT: Beijing shuts down transport links as Delta variant spreads to cities

•   FT: Bolsonaro faces investigation over election fraud claims

•   FT: Iran’s new hardline president defiant in face of sanctions and security concerns

•   FT: Pakistan’s security adviser complains Joe Biden has not called Imran Khan

•   FT: Missing Belarus activist found hanged in Kyiv park

•   FT: SEC’s Gensler seeks new powers to regulate ‘Wild West’ crypto markets

•   FT: China green energy ETFs deliver best performance in first half

•   FT: IMF warns against using crypto as national currency ahead of El Salvador launch

•   FT: Tesla ‘big battery’ fire fuels concerns over lithium risks

•   FT: Economies reliant on tourism face second Covid summer slump

•   FT: UK weighs national security concerns over Nvidia’s $40bn move for Arm

•   Bloomberg: China’s Latest Outbreak Threatens to Derail Consumer Recovery

•   Bloomberg: Sinopharm Vaccine Falls Short on Antibodies in Budapest Study

•   Bloomberg: Kamala Harris to Visit Singapore, Vietnam, Focus on Chip Shortage, Supply Chians

•   Bloomberg: End of Covid Safety Net Sends Gig Workers Back to Square One

•   Bloomberg: Idaho Sees Surge in Covid-19 Infections in Babies and Toddlers

•   Bloomberg: Biden Fed Pick Pits Powell Against Liberal Push for Regulation

•   Bloomberg: The 1.9 Million Reasons the BOE Will Echo Fed’s Rate Patience

•   Bloomberg: Covid Disguises Chronic Scarcity of Workers for U.K. Recovery

•   Bloomberg: Covid-19 Doesn’t Linger for Most Children, U.K. Study Shows

•   Bloomberg: Iran Probably Was Behind Tanker Attack, U.K. Tells UN Council

•   Bloomberg: Iran Offers Help in ‘Very Suspicious’ Ship Incident in Oman Gulf

•   Bloomberg: ‘China Model’ Aims for Prosperity Without Democracy

•   Bloomberg: China Is Exporting More Sophisticated Products Despite Trade War

•   Bloomberg: Brazil Set for Biggest Rate Hike Since 2003 as Economy Reopens

•   Bloomberg: South Africa to Declare Election Date, Precursor to Delay Vote

•   Bloomberg: Brazil Lifts Covid Restrictions as Cases, Deaths Finally Ease

•   Bloomberg: Renewable Investment Rose to a Record in First Half

•   Bloomberg: Iran’s Rapid Oil Comeback Looks Less Likely After Tanker Attack

•   Bloomberg: Asia and South America Suck Up LNG Flows at Europe’s Expense

•   Bloomberg: Alibaba (BABA:US) Sales Miss in Sign Spending Has Yet to Pay Off

•   Bloomberg: Google Approves Most Staff Requests to Relocate or Work Remotely

•   Bloomberg: Plug Power Shows One Way to Survive Cleantech’s Booms and Busts

•   Bloomberg: BMW’s Chip Shortage View Darkens in Contrast With Stellantis

•   Bloomberg: Africa Needs to Spend $15.7 Billion on Refineries to Curb Emissions

•   Bloomberg: Carbon Accounting Isn't As Rigorous Without Strong Regulations

•   Reuters: WHO's pandemic project faces cash crunch amid vaccine, oxygen shortages

•   Reuters: Delta variant surges across U.S. South; political leaders clamp down again

•   Reuters: A hawkish Bullard sees more volatile economic "regime" emerging in U.S.

•   Reuters: Fed's Daly says labor market not tight, jobs recovery underway

•   Reuters: Germany's Greens pitch climate ministry to boost faltering campaign

•   Reuters: German flood rebuilding to cost more than 6 bln euros - Scholz

•   Reuters: UK mulls giving COVID-19 vaccine to teenagers, approval expected next week -The Sun

•   Reuters: U.S., Indonesia commit to South China Sea defense in 'strategic dialogue'

•   Reuters: Peru's mining executives anxious as Castillo's left-wing administration begins

•   Reuters: EXCLUSIVE ADB, Citi, HSBC, Prudential hatch plan for Asian coal-fired closures -sources

•   Reuters: EXCLUSIVE Sanofi offers to buy U.S. biotech, mRNA partner Translate Bio -sources

•   Reuters: CATL's new sodium ion battery to help ease lithium shortages

•   Reuters: When the chips are down: global shortage to keep crimping carmakers

•   Reuters: Analysis: Tougher terms: why the EU is paying more for new COVID shots

•   Reuters: Analysis: Riding the oil price rebound: Gulf states to accelerate asset sales

•   CNN: Oil companies are wooing skeptical investors with cash

•   CNBC: Europe’s economic recovery could slow down amid Delta variant

•   CNBC: Iran nuclear deal talks are stuck after substantial progress, negotiator says

•   CNBC: Incident with multiple tankers in Gulf of Oman raises concerns in oil market

•   Fox Business: Bipartisan infrastructure bill includes $1B for commission run by Manchin's wife

•   SCMP: China’s economy downshifts to slower growth path as focus turns to social equality, national safety

•   SCMP: China vows to crack down on high-risk banks as economy’s post-coronavirus rebound slows

•   SCMP: China’s summer tourism grinds to halt as coronavirus Delta variant spreads and ‘tourists are scared away’

•   Nikkei Asia: Japan vaccine passport struggles to open doors without reciprocity

•   Nikkei Asia: Who's in trouble, the US dollar or emerging economies?

•   Economic Times: Total debt expected to rise to 61.7% of GDP in FY22: Minister

•   Construction Equipment: Caterpillar Q2 Sales Up 29% Over 2020

•   Construction Equipment: CNH Q2 Revenue Jumps 60% Over 2020

•   DIGITIMES: Standard IC supply to stay tight in short term

•   Robotics & Automation News: Why you’re looking at AGV / AMR technology all wrong

•   Robotics Business Review: ABB’s Acquisition of ASTI Underscores Growing Role of AMRs on Production Floors

•   Robotics Tomorrow: Increasing Warehouse Efficiency with Robotics

•   매경(P1): 직장인 절반 "퇴직연금 DB형? DC형? 몰라요"

•   매경: 인플레 압박에…금리인상 빨라지나

※   한국은행: 금융통화위원회 의사록(2021년도 제14차)(2021.7.15.)

•   매경: "우리 팀은 출퇴근, 옆 팀은 재택"…원격근무發 직장내 갈등 커졌다

•   매경: 탄소중립 대응 위해…산업부 '에너지 차관' 신설

•   매경: [단독] 한화-블록체인, SK-빅데이터…재계 '미래 먹거리' 선점 경쟁

•   한경(P1): 공공주도 재건축 1년…확보물량 고작 1.6% 뿐

•   한경: 공공전세주택도 삐걱…확보물량 1600가구 불과, 대부분 빌라·오피스텔

•   한경: 공공개발로 9만가구 자신하더니…실제 공급은 3500가구뿐

•   한경: 태릉·용산·과천 신규택지 계획도 흔들

•   한경(P1): 기업 M&A시장 달구는 '창업자 은퇴'

•   한경: '알짜' 중견기업은 자녀몫 회사 만들려 'M&A 노크'

•   한경: "회사 안 팔리니 자산이라도…" 제조업 중고설비 매물도 급증

•   한경: 현금으로 물려달라는 외동딸…아빠는 600억에 회사 팔았다

•   한경(P1): 소상공인 대출 3차 연장 검토

•   한경: 최악의 반도체 대란에도…'역대급 실적' 거둔 글로벌車, 왜?

•   한경: "최저임금 차등화 하면…일자리 늘고 수도권과 격차 되레 줄 것"

•   서경(P1): 이번엔 장비 '쇼티지'···삼성, 공장 증설도 못할 판

•   서경: 반도체용 기판설비 2년 대기···EUV 장비는 '입도선매' 전쟁

•   서경: 델타發 동남아 줄줄이 셧다운···국내 '반도체·MLCC' 초비상

•   서경(P1): [단독] 정부 통계에만 잡힌 입주···99%가 공공임대·원룸

•   서경: 입주 많다는 정부 통계 민낯···절반이 '1인 청년용' 셋집

•   서경: "EU '친환경' 장벽은 결국 中 타깃···美 무역질서 재편의 한 축"

•   서경: 美·EU, IT·바이오 등 신산업서도 中 견제수위 높일 듯

•   서경: EU, 비교시점 1990년인데 韓은 2017년···"탄소 저감 목표 너무 빨라 재설정 필요"

•   서경: LG엔솔, 中 CATL에 1위 내주고···테슬라 등 내재화 속도전

•   서경: 1년새 배터리 150% 급성장했지만···韓, 전문인력 태부족

•   서경: 공급망 강화 美 러브콜에도···韓 배터리 업체들 속내 복잡

•   서경: 포스트코로나 준비하는 대기업···계열사 석 달만에 41곳 늘었다

※   공정위: 대기업집단 계열회사 변동 현황 공개

•   서경: 박용만 "불량한 음식, 누구에게나 해롭다"···윤석열 저격?

•   조선(P1): [NOW] 카드 이어 신분증도… 휴대폰, 지갑의 모든 걸 꺼내가다

•   조선: 이젠 우리도 ‘위드 코로나’?… 전문가들 “접종속도부터 높여야”

•   조선: 파업·과징금 두가지 악재... 해운대란 더 심해지나

•   조선비즈: 文정부의 ‘탈원전’ 아집…‘에너지차관’ 신설했지만 원전 정책은 ‘찬밥’ 신세

•   조선비즈: 신고리 5·6호기 절차적 당위성 확보… 시민단체, 건설 취소소송서 최종 패소

•   조선비즈: 쓰지도 않고 쌓아놓은 현금만 ‘130兆’…삼성전자, 車 반도체 다시 노린다

•   인베스트조선: 필라델피아반도체지수 연일 '최고'에도 삼전·하이닉스는 1년째 '지지부진'

•   인베스트조선: '대기업의 무덤' 바이오에 다시 노크하는 CJ와 롯데

•   중앙(P1): 맞벌이·싱글족 “지원금·청약·대출 왜 불이익 주나”

•   중앙: 선진국 백신 쓸어담는데, 한국은 내년분 계약물량 0

•   중앙: 코스피 지쳤나? 7월 일평균 거래대금 1월의 반토막

•   중앙: 충전시간이 돈이다, 전기차 ‘10분 전쟁’

•   동아(P1): 국내 첫 델타플러스 2명, AZ 2차 맞고 ‘돌파감염’

•   동아: 델타플러스 확진 1명, 해외 간적 없어… “국내 감염경로 파악 시급”

•   동아: 접종 마친 80대, 돌파감염 후 국내 첫 사망

•   동아: 델타 이어 람다까지… 日연구진 “백신 저항력-강한 전파력 확인”

•   동아: 코로나에도… 신천지때 빼곤 고속도 통행량 안줄었다

•   동아: ‘규제 풍선효과’ 지방아파트로 몰려… 상반기 10채중 3채 외지인 매입

•   문화(P1): 용산에 ‘전기·수소 메가 스테이션’ 짓는다

•   문화: 골드만삭스 등 韓 성장률 전망치 줄줄이 하향조정

•   한국(P1): 4단계 장기화… "더는 버틸 수 없다" 옆집은 휴업, 앞집은 폐업

•   한국(P1): 대출문턱 높여도, 금리인상 경고도 '백약이 무효'...한 달 새 4조 늘어난 주담대

•   한국(P1): [단독] 국정원 "한미훈련 강행 시 北 SLBM 도발 나설 것"

•   한국: 삼성, 인도 이어 텃밭 유럽서도 中 샤오미에 밀렸다

•   국민: S펜 장착 폴더블폰에 갤노트 단종說

•   세계(P1): ‘오락가락’ 부동산 대책… 이젠 ‘중구난방’

•   머니투데이(P1): [단독]카카오모빌리티, 화물주선면허 인수…30조 '화물운송' 넘본다

•   헤럴드경제(P1): 한은 ‘전세대출 금리’ 집계한다

•   헤럴드경제: “AI휴먼이 맞이하고 앱이 자동 결제”...무인자동 편의점 시대

•   헤럴드경제: “자동차 상향...뷰티·태양광·배터리 하향”

•   헤럴드경제: 주택 옥죄니 상가·빌딩·토지로 눈 돌린다

•   헤럴드경제: 하반기 주택시장 전망·법령 설명회...한국주택협회, 4일 오후 유튜브로

•   파이낸셜뉴스: 확장재정 기조 이어가는 文… 기재부 '나랏빚 조절' 공염불 되나

•   파이낸셜뉴스: 서부발전 '수소 혼소 발전 실증' 착수

•   아시아경제: 글로벌 파운드리 패권 전쟁…이제는 'GAA 기술' 확보전

•   디지털타임스(P1): `델타악재` 엄습 한국경제, 대책 안보인다

•   이데일리(P1): 120개사 ESG채권 찍었지만…사후보고서는 단 19곳뿐

•   이데일리: 그린본드로 돈 모아 석탄투자…ESG 가면 쓰는 기업들

•   이데일리: ESG채권은 다 1등급? 유명무실한 신평사 등급 산정

•   이데일리: 올해 7000억 유입됐지만…시장도 못믿는 ESG펀드

•   이데일리: [단독]삼성 수원사업장서 '무더기' 코로나 확진…긴장 고조

•   연합: 다시 1천700명 안팎, 델타플러스 새 변수…수도권 4단계 연장 가능성

•   연합: 솔루스첨단소재, 2분기 영업익 작년비 82%↓…당기순익 흑자전환

•   e대한경제: 전기차ㆍ수소차 다음 스텝은?…정의선식 퍼스트 무버로

•   에너지경제: REC 현물가격 첫 2만원대 추락…신재생E 고정계약 물량 늘고 수익은 악화 전망

•   에너지경제: 원전 필요성만 부각시킨 文정부 탈원전 아이러니

•   전자신문(P1): 8인치 파운드리 업계, 수요 대응 총력…연말까지 월 2만장 캐파 추가 확보

•   전자신문(P1): LG그룹, 자동차분야 수주잔고 1년 새 20% 증가한 250조…성장동력 자리매김

•   전자신문: [산업리포트]국산 코로나19 백신 1호는…하반기 임상 3상 진입 총력

•   전자신문: 풍력발전 환경성 검토 환경부로 일원화…사업 속도감 기대

※   환경부: 풍력사업 환경성검토 일원화…환경영향평가법 시행령 개정

•   전자신문: 삼성전자, 메모리 업계서 유일하게 영업이익률 30% 넘어…'양산 경쟁력' 재확인

•   로봇신문: 中 선전시, 상반기 로봇 생산량 지난해比 80%↑

[Opinions]

•   Project Syndicate(Nouriel Roubini): Biden's Neo-Populist Economic Doctrine

•   Project Syndicate(Joseph S. Nye, Jr.): America's New Great-Power Strategy

•   FT(Janan Ganesh): Why Joe Biden is such an elusive target for his critics

•   FT(Sarah O'Connor): We should not be too sanguine about a shrinking population

•   FT(Delphine Strauss): Global race to attract high earners threatens governments’ tax revenues

•   FT(Michael Pettis): Why it might be good for China if foreign investors are wary

•   WSJ(William A. Galston): The Coming Eviction Crisis

•   NYT(Paul Krugman): ‘Freedom,’ Florida and the Delta Variant Disaster

•   NYT(Spencer Bokat-Lindell): Can the Unvaccinated Be Persuaded?

•   NYT(Kate Brown): The West Is on Fire. It’s Past Time to Act on Climate Change.

•   NYT(Pauline Bock): Emmanuel Macron Told the French What to Do. It Didn’t Go Well.

•   NYT(Alex Azar): I Was the Architect of Operation Warp Speed. I Have a Message for All Americans.

•   WP(Editorial Board): Vaccine passports are more important than ever

•   WP(David Ignatius): Biden’s careful approach to Iraq is built on all that’s absent in Afghanistan

•   WP(Josh Rogin): New congressional report says covid-19 likely emerged in Wuhan months earlier than originally thought

•   WP(Greg Sargent): Democrats are worried about the midterms. Can their agenda save them?

•   Bloomberg(Editorial Board): The FDA Needs to Clear the Air on Covid Vaccine Approval

•   Bloomberg(Conor Sen): How Goldman Sachs Is Underestimating the U.S. Economic Recovery

•   Bloomberg(Jonathan Bernstein): Joe Biden's Big Vaccine Push Looks Like a Win

•   Bloomberg(Richard Cookson): Inflation: The Bond Market’s Very Misleading Message

•   MarketWatch(Daniel Newman): Alphabet wants to make its own smartphone chips — what in the world is the company thinking?

•   Reuters(Clyde Russell): China loses its lustre as driver of rally in metals prices

•   조선(사설): 산업부 월성1호 폐쇄 조작 범죄에 ‘차관 신설’로 보답한 文

•   동아(허진석): “탄소 배출 대처가 생사 가를 수도”… 수출경쟁력 지키기 절실

•   문화(사설): 탈원전 추진 산업부엔 ‘차관’ 선물, 반대한 노조엔 査察

•   문화(이신우): 원자력안전委의 ‘변심’

•   한겨레(사설): 두산중공업 위기가 ‘탈원전 탓’이라는 황당한 거짓말