Business Intelligence Monitor 210805

(Introduction)

[Markets]

•   Global: Markets mixed as macro fears compete with earnings gold

•   Metals: Copper slips as dollar climbs, focus turns to U.S. jobs data

•   Grains: Soybeans gain on weather concern, global demand pressures corn, wheat

•   한국: 코스피 3,280선 안착…외인, 3월 이후 최대 순매수

•   한국: 분사 발표 SK이노 3.7% 급락…LG화학 때와 비교해 보면…

•   한국: 삼성전자 SK하이닉스 집중 매수…외국인 이달 들어 1조4천억 사들였다

•   한국: 삼성·애플도 '메타버스' 뛰어든다…관련주 들썩

•   한국: 두산그룹주 다 올라. 오리콤 두산중공업 4%대 두산 3%대 상승

[Indicators]

•   US Jul. Employment(ADP): U.S. Companies Add Far Fewer Jobs Than Forecast, ADP Data Show

•   US Weekly Mortgage rates·applications: Mortgage rates fall below 3% for first time since February - MBA

•   Eurozone Jun. Retail sales: Euro zone retail sales rise again in June after May surge

•   Eurozone Jul. Services PMI(final): Spanish and Italian services sector rebound persists but Delta fears intensify

•   China Jul. Services PMI(Caixin): Growth in China's July services activity speeds up, but risks loom - Caixin PMI

•   India Jul. Services PMI: Services activity contracts for 3rd straight month amid Covid-fuelled uncertainty, inflation and financial concerns

•   Brazil Benchmark rate: Brazil Hikes Rates by 100 Basis Points, Pledges More to Come

•   한국 6월 건설수주: 심상치 않은 건설경기

•   한국 6월 미분양주택: 6월말 전국 미분양 주택 1만6천289호…전월 대비 4.0% 늘어

•   한국 6월 온라인쇼핑: 집콕에 2분기 온라인쇼핑 25%↑···사상 최대폭 증가

[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: Covid-19 Vaccine Mandates Split Corporate America

•   WSJ: FDA Weighs Faster Timeline for Approving Pfizer Vaccine

•   WSJ: WHO Calls for Halt to Covid-19 Booster Shots

•   WSJ: Covid-19 Patients Overwhelm Busy Hospitals as Delta Variant Spreads

•   WSJ: Senate Infrastructure Final Vote Expected as Soon as This Weekend

•   WSJ: U.S. Faces Growing Pressure to Allow European Travelers

•   WSJ: China Wants Manufacturing—Not the Internet—to Lead the Economy

•   WSJ: Auto Makers Aim to Boost EV Sales to 40%-50% of U.S. Sales by 2030

•   WSJ: GM Reveals Hit From Chip Shortage, Rising Costs

•   WSJ: Businesses Are Loading Up on Credit. Spending Could Follow.

•   WSJ: Shale Company Profits Capped by Wrong-Way Bets as Oil Prices Rose

•   NYT: With the eviction moratorium back in place, the Biden administration is racing to distribute aid.

•   NYT: Is the Delta Variant Making Younger Adults ‘Sicker, Quicker’?

•   NYT: Turks Wage War on Social Media as Raging Fires Turn Political

•   NYT: Delta Outbreak Tests China’s Covid Strategy

•   WP: Most unvaccinated Americans say vaccine is greater health risk than covid-19, per KFF poll

•   WP: Prospect of massive economic packages unleashes lobbying bonanza in Washington

•   WP: While they were asleep, their Teslas burned in the garage. It’s a risk many automakers are taking seriously.

•   FT: US sets stage for first Treasury sales reduction in five years

•   FT: ‘It has never been like this’: US house price spiral worries policymakers

•   FT: In wake of summer floods, German Greens seek fresh election momentum

•   FT: Spain urges EU to act on soaring energy prices

•   FT: England eases travel curbs from France for fully vaccinated

•   FT: UK to offer vaccines to 16- and 17-year-olds in policy U-turn

•   FT: Johnson and Starmer give Sturgeon a wide berth in Scotland

•   FT: Defaults on UK’s emergency Covid loans set to be up to £5bn

•   FT: Afghanistan after the US: the growing threat of a Taliban takeover

•   FT: Rising Covid cases stoke fears of Indian third wave

•   FT: Global investor group begins to step up pressure on steel industry

•   Bloomberg: First Taiwan Arms Sale in Biden Administration Is Approved

•   Bloomberg: Treasury Sees Cutting Quarterly Bond Sales Soon as November

•   Bloomberg: Yellen Sees Inflation In Line With Fed’s Goal by End of Year

•   Bloomberg: Yellen Says Biden’s Proposals Are Key to U.S. Economic Power

•   Bloomberg: Clarida Sees 2021 Taper Announcement, 2023 Fed Rate Liftoff

•   Bloomberg: Elizabeth Warren Praises Lael Brainard, Slams Powell Ahead of Biden Fed Pick

•   Bloomberg: Markets Primed for Powell Second Term at Risk From Surprise Pick

•   Bloomberg: New CDC Eviction Ban Eases Liberal Ire at Biden; Moratorium Faces Legal Risks

•   Bloomberg: Biden’s Infrastructure Bill Sets Up States for Road Windfalls

•   Bloomberg: ECB Won’t Rush to Signal Future of Pandemic Program, Kazaks Says

•   Bloomberg: France’s Macron: Anti-Vax Protesters Have ‘Lost Their Minds’

•   Bloomberg: Indonesia Covid Deaths Surpass 100,000, Second in Asia After India

•   Bloomberg: Shocked Investors Scour Xi’s Old Speeches to Find Next Target

•   Bloomberg: Argentina Met With IMF Staff for Technical Talks in Washington

•   Bloomberg: Russia Captures No. 2 Rank Among Foreign Oil Suppliers to U.S.

•   Bloomberg: Gasoline Use Jumps as Cooped-Up Indian Drivers, Shoppers Get Out

•   Bloomberg: China's Air Travel Recovery Takes a Great Leap Backward

•   Bloomberg: Emerging Markets Hardest Hit by China Crackdown, Virus Outbreaks

•   Bloomberg: World’s Best Performing Bonds Woo Record Foreign Buyers to China

•   Bloomberg: Aramco Raises Asia, U.S. Oil Prices in Sign Demand Seen Rising

•   Bloomberg: Carmakers, Biden to Roll Out Emission Cuts and EV Sales Goal

•   Reuters: Global COVID-19 cases surpass 200 mln as Delta variant spreads

•   Reuters: EXCLUSIVE U.S. developing plan to require foreign visitors to be vaccinated -official

•   Reuters: EXCLUSIVE-Biden plans shift in arms policy to add weight to human rights concerns

•   Reuters: EXCLUSIVE Fed's Kaplan wants bond-buying taper to start soon and be gradual

•   Reuters: Apple works with Chinese suppliers for latest iPhones - Nikkei

•   Reuters: Extremely annoying': Siemens Energy ups pressure on wind division

•   Reuters: U.S. antitrust enforcer says merger wave means slower vetting

•   Reuters: Explainer: What is China's "campaign-style" carbon reduction

•   AP: This year's summer of climate extremes hits wealthier places

•   AP: EXPLAINER: Will new CDC moratorium keep tenants housed?

•   AP: Analysis: Delta variant upends politicians' COVID calculus

•   CNBC: Dr. Scott Gottlieb says full approval of Covid vaccines unlikely to persuade hesitant Americans

•   CNBC: ‘Made in China’ products are running into new logistics problems

•   CNBC: Why Nvidia’s $40 billion bid for Arm could be in jeopardy

•   MarketWatch: Senators move to exempt bitcoin, crypto miners from proposed U.S. tax rules

•   MarketWatch: As the more contagious delta variant circulates, health experts say herd immunity is even farther down the road

•   SCMP: China-US relations: is Beijing working a ‘long game’ to replace America as dominant world power?

•   SCMP: Exclusive | Coronavirus origins: virus may have jumped to humans outside China, says expert leading China’s WHO team

•   SCMP: Coronavirus: Singapore study of mRNA vaccines’ effect on Delta raises hopes of shorter isolation periods

•   SCMP: Coronavirus: Nanjing Delta outbreak threatens China’s summer spending, adding new pressure to slowing economy

•   SCMP: US calls for decoupling prove ‘sticky’ as China boosts share of global trade during pandemic

•   Nikkei Asia: Toyota posts record Q1 net profit of $8.2bn

•   Dronelife: The First 4G LTE Connected Drone Hits the Market: Parrot, Verizon, and Skyward

•   매경(P1): [단독] 코인투자자 60만명, 내달 빈털터리 위기

•   매경(P1): [단독] 석탄발전 완전폐기 정책 선회

•   매경: "숨은 태양광 찾아라" 文대통령 한 마디에…"태양광 기여도 11%" 추정치 내놓은 산업부

※   산업부: 태양광발전의 여름철 전력수급 기여 현황

•   매경: 폭염·고유가에 치솟는 전력원가

•   매경(P1): "하루 평균 가입자 2배 늘었다"…비과세에 뭉칫돈 몰리는 '국민통장'

•   매경(P1): SK, 배터리 10월 분사…공격적 투자 채비

•   매경: 삼성전자 갤럭시 노트 출시 안한다…11일 언팩 행사때 나오는 제품은

•   매경: "대기업 꼰대 피하려다 판교서 '젊꼰' 만났네요"…스타트업 탈출하는 MZ세대

•   한경(P1): 해외주식 투자 '100조원 시대'

•   한경(P1): 삼성폰에 '디지털 원화' 담는다

•   한경: 갤럭시폰에 '디지털 원화' 담아 결제·송금…세계 CBDC 표준 주도하나

•   한경: 정부 "내년에 쓸 화이자·모더나 5000만회분 추가 구매"

•   한경: 유럽에만 배터리공장 38개 건설중…그야말로 '錢의 전쟁'

•   한경: 삼성이냐 TSMC냐…'파운드리' 진짜 승부 여기서 갈린다

•   한경: 반도체 대란 뚫고…현대차·기아, 美서 혼다 제쳐

•   서경(P1): 74만가구 결국 '공수표'···집값만 21% 뛰었다

•   서경: 도심개발 마용성 '0', 택지는 갈등만···'공급폭탄' 맞나요

•   서경: 서울 일반분양 '쥐꼬리'···전국 공급물량의 1.7% 그쳐

•   서경: 아파트 전세난, 원룸으로 확산···강서·용산도 보증금 2억 훌쩍

•   서경(P1): "규제·親勞·반기업 정책 전환, 기업 살리고 고용창출해야"

•   서경: "기업이 國富 창출 원천···3중 족쇄 고집하면 초경쟁시대서 낙오"

•   서경: “반도체 무너지면 국가경제 흔들···이재용, 가석방보단 사면 절실"

•   서경(P1): 내년 가상자산 과세 국회서 제동 걸리나

•   서경: 공급 하세월인데···금리만 올린다고 집값 잡힐까

•   서경: 힘 실리는 8월 금리 인상론···우리금융·JP모건 잇단 전망

•   조선(P1): 은행, 대출이자 올려서 상반기 15조원 벌었다

•   조선비즈: “전기차 폐배터리 재활용해야 진짜 친환경”... 리싸이클링 경쟁도 치열

•   조선비즈: 文대통령, 오늘 ‘백신허브 추진위’ 첫 회의… 민간기업 대표 등 불러

•   조선비즈: ‘탈원전 불법성’ 콕 집어낸 최재형… 檢도 놀란 ‘참고자료’에 前장관·靑비서관 이달말 재판

•   조선비즈: 무인 농업시대 성큼...자율주행 트랙터 나온다

•   중앙: 2·3월 접종자 '약발' 떨어지는데 변이 유행…고위험군 비상

•   중앙: 청해부대 272명 전원 델타변이 추정

•   동아: 金총리 “3인 금지, 자영업자에 혹독”… 당국 “모임제한 변경 없다”

•   동아: 8말9초에 몰린 아스트라-화이자 2차 접종… 일부 병원 하루 150명 넘게 예약 ‘과부하’

•   한국(P1): 재보선 참패 트라우마? 대선 앞두고 ‘냉온탕’ 오가는 경제 정책

•   국민(P1): 與 대선 주자들 ‘일단 질러보는’ 주택 공약

•   세계: 전력 생산 비중 지속 성장… 이제, 무시할 수 없는 수급원 [연중기획-지구의 미래]

•   세계: “2021년 여름 대규모 정전 발생 가능성 ‘0’에 가깝다” [연중기획-지구의 미래]

•   머니투데이(P1): 증시 뒤흔든 메타버스, 차세대 혁신? 현실 수익은 '…'

•   머니투데이(P1): 델타변이에 물가급등까지…40여년만의 '스태그플레이션' 위기

•   머니투데이: 관광지 4단계 격상? 통행제한?…정부 +α 방역카드 꺼낼까

•   머니투데이: SK·롯데·삼성·현대重 참전, 탄소금맥 15% '포집시장' 열린다

•   헤럴드경제: 모든 것이 모이는 ‘산업의 판’...‘新플랫폼 전쟁’ 격랑 속으로

•   헤럴드경제: ‘OECD 하위’ 한국 집값 상승률...상승여력 아직도 ‘유효’

•   파이낸셜뉴스(P1): 내년 최저임금 9160원 확정, 경총 "절박한 호소 외면" 반발

•   파이낸셜뉴스: 서울시민 셋 중 하나는 MZ세대.. 경제 활동도 베이비부머 앞질렀다 [대한민국 사회주류가 바뀐다]

•   파이낸셜뉴스: 봉화에 이익공유 풍력단지 짓는다

•   아시아경제(P1): 셀트리온도 mRNA 백신 개발 나섰다

•   아시아경제: 삼성 中시안2공장 증설…통큰 투자로 연내 가동 속도전

•   아시아경제: 갤노트 없는 삼성, S21 성적도 ‘기대 이하’…FE 출격 서두른다

•   디지털타임스(P1): 국토硏 부실 집값통계 `정책실패 면책` 논란

•   이데일리(P1): [빚투MZ]브레이크가 없다…2030, 가계대출 40대 앞질렀다

•   이데일리: [빚투MZ]"월급으론 희망없다"…빚투열차 탄 '김민지'

•   이데일리: [빚투MZ]꿩대신 닭?…정부, 신용대출부터 규제할 듯

•   이데일리(P1): [리모델링 시대]①분당서 대단지 첫 삽…1기신도시 ‘훈풍’

•   이데일리: [리모델링 시대]②4.5만가구 추진하는데 관련 법 하나 없어

•   이데일리(P1): 규제에 또 규제…"中 주식 당분간 비중 축소하라"

•   이데일리: 몸값 치솟는 삼성…'반도체 공장' 유치에 美 실력자도 나섰다

•   이데일리: LG전자가 미는 전장사업…하반기 턴어라운드 가능할까

•   연합: 오늘 1천800명 안팎…수도권 4단계 2주 재연장 무게, 내일 발표

•   연합: 전체 취업자 중 자영업자 비중 20.19%…39년 만에 최저

•   에너지경제: 태양광 확대정책, 부품값 급상승에 발목 잡히나…정부 목표와 거꾸로 가는 발전단가

[Opinions]

•   Project Syndicate(Kenneth Rogoff): Are Central Banks to Blame for Rising Inequality?

•   Project Syndicate(J. Bradford DeLong): The Summer of Disaster

•   Project Syndicate(Peter Singer): Why Vaccination Should be Compulsory

•   Project Syndicate(Ricardo Hausmann): Are Economists in Love with Tough Love?

•   Project Syndicate(Fawaz A. Gerges): Morning in the Middle East?

•   FT(Tony Blair): How to vaccinate the whole world

•   FT(Constanze Stelzenmüller): ‘None of the above’ leads a pivotal German election race

•   FT(Javier Espinoza): Brussels faces test of its will to tackle Big Tech

•   FT(Howard Marks): Investors shouldn’t bet too much on macro forecasts

•   WSJ(Editorial Board): The Eviction Ban Has to End Sometime

•   WSJ(Editorial Board): A Digital Trade Opportunity in Asia

•   WSJ(Bernie Sanders): Why We Need the $3.5 Trillion Reconciliation Package

•   WSJ(Reuel Marc Gerecht, Ray Takeyh): A Breakout Moment for a New Approach to Iran

•   WSJ(Jay Bhattacharya, Donald J. Boudreaux): Eradication of Covid Is a Dangerous and Expensive Fantasy

•   NYT(Zeynep Tufekci): The C.D.C. Needs to Stop Confusing the Public

•   WP(Editorial Board): The CDC’s eviction mortarium is almost certainly illegal

•   WP(Jennifer Rubin): How Democrats plan to win in 2022

•   WP(George F. Will): The eviction moratorium exacerbates America’s institutional disarray

•   WP(Leana S. Wen): The delta variant is surging. How should that change how we live?

•   WP(Eric Lander): As bad as covid-19 has been, a future pandemic could be even worse — unless we act now

•   Bloomberg(Editorial Board): The Bipartisan Infrastructure Deal Is Seriously Flawed

•   Bloomberg(Matthew A. Winkler): China Century Missing In World's Most-Valued Companies

•   Bloomberg(Michael R. Strain): Eviction Moratorium Can't Become Permanent

•   Bloomberg(Noah Feldman): Biden's Rebuff to Supreme Court on Eviction Ban Will Backfire

•   Bloomberg(Clara Ferreira Marques): Myanmar’s Covid Crisis Tests Its Neighbors

•   Bloomberg(Max Nisen): Booster Push Now Is Wrong and Dangerous. WHO Is Right

•   CNN(Lakshman Achuthan, Anirvan Banerji): US economic recovery speed has been record-breaking. But don't get used to it

•   서경(현정택): K자형 회복의 그늘

•   문화(정범진): 엉터리 전력 전망이 에너지난 부른다

•   한겨레(사설): “멀쩡한 원전 폐쇄”라 억지 쓰며 최악 치달은 ‘정치 사법화’

•   파이낸셜뉴스(Tim Schweikert): 해운업의 미래와 꿈의 연료전지

•   디지털타임스(홍승관): 세계 선도하는 한국 해수담수화 기술