Business Intelligence Monitor 210806

(Introduction)

[Markets]

•   Global: Wall Street pushes stocks, oil higher ahead of jobs report

•   Metals: Copper snaps four-day losing streak

•   Iron ore: Iron ore price plunges as Chinese demand softens

•   Grains: Corn and soy firm on stronger demand

•   한국: 코스피 3,270대 하락…코스닥지수는 연고점 경신

•   한국: 두산그룹주 엇갈려, 두산인프라코어 두산퓨얼셀 오르고 두산 내려

[Indicators]

•   US Jun. Balance of trade: U.S. Trade Deficit Widened to Record in June, Showing Strong Pre-Delta Demand

•   US Jun. Construction employment: Employment Stagnates in 101 Metro Areas

•   US Jul. Small-business job Openings: Job Openings at Small Businesses in U.S. Climb to a Fresh Record

•   US Weekly Jobless claims: Jobless Claims Remain at Elevated Level After Steady Declines

•   Germany Jun. Factory orders: German Factories See Economic Recovery Picking Up as Orders Rise

•   UK Benchmark rate: BoE signals ‘modest tightening’ of monetary policy in next 2 years

※   BoE: Bank Rate maintained at 0.1% - August 2021

※   FT: BoE sees tight labour market as trigger for higher rates

•   UK Jul. Construction PMI : U.K. Construction Growth Held Back by Staff and Supply Shortages

•   Indonesia Q2 GDP: Indonesia GDP Grows Most Since 2008, New Curbs Stem Recovery

•   한국 6월 주택준공: 때늦은 부동산 공급대책에 주택 준공 작년보다 24%↓

•   한국 주간 아파트 가격(부동산원): 홍남기 엄포에도···집값 상승률 또 역대 최고

[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: U.S. to Set Electric-Vehicle Sales Goal of 50% by 2030

※   White House: FACT SHEET: President Biden Announces Steps to Drive American Leadership Forward on Clean Cars and Trucks | The White House

•   WSJ: FDA Covid-19 Vaccine Booster Plan Could Be Ready Within Weeks

•   WSJ: Moderna Recommends Covid-19 Vaccine Booster to Protect Against New Variants

•   WSJ: Covid-19 Vaccination Rates Rise Where Delta Variant Is Spreading

•   WSJ: Delta Variant Increases Demand and Wait Times for Covid-19 Tests

•   WSJ: Cryptocurrency Compromise Emerges for Infrastructure Bill

•   WSJ: Detroit Area’s Hot Job Market Compares With Austin’s, but Challenges Remain

•   WSJ: China’s Corporate Crackdown Is Just Getting Started. Signs Point to More Tumult Ahead.

•   WSJ: Iran Swears In President Ebrahim Raisi as Unease Grows in West

•   WSJ: SEC Chief Gary Gensler Braces for Clash With Crypto Traders

•   WSJ: SPACs Target Emerging Markets as U.S. Competition Mounts

•   WSJ: Coal Is a Gold Mine for Producers After Blistering Rally

•   WSJ: Amazon Delays Return to Office to 2022 Amid Renewed Covid-19 Surge

•   WSJ: Qualcomm Bids $4.6 Billion for Veoneer as Its New CEO Looks Beyond iPhone

•   WSJ: Apple Plans to Have iPhones Detect Child Pornography, Fueling Privacy Debate

•   NYT: Congressional Budget Office projects infrastructure bill would add $250 billion to deficit over the next decade.

※   CBO: Senate Amendment 2137 to H.R. 3684, the Infrastructure Investment and Jobs Act

•   NYT: Will cutting off federal unemployment benefits shake up the job market?

•   NYT: Exxon Considers Pledging ‘Net Zero’ Carbon by 2050

•   WP: Vaccine boosters become potent symbol of pandemic inequality

•   WP: Senate infrastructure bill sets stage for massive effort to make broadband more available and affordable

•   FT: Novavax further delays plans to seek Covid vaccine approval

•   FT: Biden offers Hong Kong residents in US temporary ‘safe haven’

•   FT: Europe targets adolescents for Covid jabs to curb Delta spread

•   FT: UK minister warns of vaccines ‘for evermore’ for international travel

•   FT: Why Dublin is piggy in the middle in EU-UK trade talks

•   FT: Can Biden’s energy plans withstand the heat of his own party?

•   FT: India moves to scrap retrospective tax

•   FT: Erdogan under pressure over Turkey’s response to wildfires

•   FT: China flexes nuclear muscle to burnish its big power credentials

•   FT: South Africa finance minister quits in Ramaphosa reshuffle

•   FT: Bond rally pushes global stock of negative-yielding debt above $16tn

•   FT: Fires and floods: can science link extreme weather to climate change?

•   Bloomberg: Tokyo Hits Record of Over 5,000 Cases as Olympics Closing Nears

•   Bloomberg: Delta Variant Impact Increasingly Threatens Some Parts of U.S. Economy

•   Bloomberg: Senators Go Beyond Biden to End Private-Equity Tax Break

•   Bloomberg: Manchin Urges Powell to Start QE Tapering, Citing Inflation Risk

•   Bloomberg: Biden’s Eviction Ban Extension Draws Challenge by Landlords

•   Bloomberg: Bailey Says ‘No Current Plan’ to Review Banker Bonus Cap Rule

•   Bloomberg: Japan’s Inflation Likely Below Zero as Cheaper Phones Weigh More

•   Bloomberg: Huarong Investors Brace for Long-Awaited Financial Results

•   Bloomberg: No, Team Biden, Carmakers’ Chip Crisis Isn’t Getting Any Better

•   Bloomberg: Biden EPA Proposes Stronger Than Expected Vehicle Emission Rules

•   Bloomberg: Ford Aims to Cut 1,000 U.S. Jobs Through Voluntary Buyout Plan

•   Bloomberg: How Global Politics Tangle With UN Climate Science

•   Bloomberg: Third Hottest July Ever Shows How Even Modest Global Warming Looks

•   Reuters: U.S. COVID-19 cases reach six-month high, Florida grapples with surge

•   Reuters: U.S. plans to give extra COVID-19 shots to at-risk Americans, Fauci says

•   Reuters: Xi says China aims to provide 2 bln COVID-19 vaccine doses to world in 2021 -CCTV

•   Reuters: Fed's Kashkari: Delta may throw wrinkle into taper plan

•   Reuters: Indonesia finds COVID deaths more than three times higher for the unvaccinated

•   Reuters: Siemens raises profit guidance again as industrial demand ramps up

•   Reuters: Enel, Fincantieri to study use of green hydrogen in ports, sea transport

•   Reuters: Analysis: Brazil markets welcome hawkish central bank but wary of political, fiscal risks

•   Reuters: Analysis: Democrats see chance to reset Wall St. oversight when top Fed official steps down

•   Reuters: Analysis: Private equity struggles to get in on $1 trillion U.S. infrastructure bonanza

•   AP: 'There are only so many beds': COVID-19 surge hits hospitals

•   AP: Shipping snags prompt US firms to mull retreat from China

•   CNN: The full picture of Trump's attempted coup is only starting to emerge

•   CNBC: Tech's pandemic boom is coming to an end

•   SCMP: Fire and fury: the young Chinese hawks chosen to take on Washington

•   SCMP: India steps up maritime presence in Asia-Pacific – just as US and China conduct separate exercises

•   SCMP: China’s smallest businesses are crumbling as costs soar and help fails to arrive, putting national economy at high risk

•   SCMP: China bucks coronavirus shipping disruptions to record surging port traffic in first half

•   Global Times: Nanjing COVID-19 surge flattens, proves China’s preventive measures effective in fighting Delta variant: experts

•   Nikkei Asia: Over 2,000 Honda staff apply for early retirement amid EV shift

•   Economic Times: Majority of global public thinks economic recovery to take time; Indians 3rd most optimistic: WEF study

•   Economic Times: Economy recovering at fast pace from recent lows of April, May: PHDCCI

•   OilPrice.com: U.S. Oil Consumption Dropped To 25-Year Low In 2020

•   For Construction Pros: Funding for Bipartisan Infrastructure Legislation Would Only Pay for Half of the Spending

•   DIGITIMES: China smartphone vendors see combined shipments fall in 2Q21

•   Dronelife: Proposed Senate Amendment Would Prevent Purchase of Chinese-Made Drones with Infrastructure Bill Funding

•   매경(P1): "무조건 80% 줄여라" 정부 선전포고에 기업 발등에 불 떨어졌다

※   국무조정실: [보도자료] 2050 탄소중립시나리오 위원회 초안 발표

•   매경: 철강업계 "정부, 전기차 늘린다면서…용광로 없애면 車강판 어찌 만드나"

•   매경: 또 시민회의 꾸려 에너지정책 결정하겠다는 정부…10월 일반인 500명 참여

•   매경(P1): 금융위 고승범·금감원 정은보…금융당국 수장 동시 교체

•   매경(P1): 베트남 코로나 봉쇄…삼성전자 생산 차질

•   매경(P1): [알립니다] 10년후 한국의 먹거리 찾는다

•   매경: SK하이닉스, 美에 낸드 별도회사 설립

•   매경: 빌라로 전세난 잡겠다더니…상반기 입주 117가구 뿐이었다

•   매경: 정부규제 '불똥'…재건축 시공사 선정 잇단 불발

•   한경(P1): 밥값도 선물값도 전셋값도…정부가 多 결정해주는 나라

•   한경(P1): 미래에셋증권 자기자본 10조 돌파

•   한경: "상상도 못할 시장 열린다"…현대·대우·삼성重, 사활 걸었다

•   한경: 남부발전, 탄소중립 TF 가동…"신재생에너지 확대"

•   서경: 징벌적 손배, 비판보도까지 사실상 통제···"국민 알 권리 위협"

•   서경: 자율주행기술 20위권에 韓 '0'···R&D투자는 도요타 절반도 안돼

•   서경: "中, 매년 엔지니어 500만명 배출···美 의존없이 기술자립 가능"

•   서경: 4차 대유행에···하반기 세수 가뭄 예고

•   서경: 현대차, 獨 수소 인프라기업 주주 된다

•   서경: 네이버·카카오 인증서로 18~49세 백신 예약

•   조선(P1): 매매가보다 비싸네… 오피스텔 ‘깡통전세’

•   조선: [단독] “왜 사람들 손절매 못하나” 서울대 ‘주식 심리학’ 강좌 생긴다

•   조선비즈: 새출발 앞둔 현대건기·두산인프라, ‘포스트 중국’ 키우기 속도

•   조선비즈: [단독] 최태원號 대한상의, ‘한국판 비전펀드’ 추진… 정부에 건의키로

•   조선비즈: 한경연 “저소득층 지원하는 안심소득, 기본소득보다 불평등 완화”

•   중앙: 이재명·이낙연 부동산공약 경쟁, 전문가들은 “비현실적” “강남 집값 더 뛸 것”

•   중앙: [단독] 위기의 갤럭시, 7군단에 당했다…16개국 1등 빼앗겨

•   동아(P1): “옆집과 1억差”… 규제가 낳은 ‘다중 매매가’

•   동아(P1): [단독]정부, 고용보험료 인상 시동… 10조 기금 4년만에 바닥

•   동아(P1): 수도권 3인모임 금지 22일까지 연장 가닥

•   한국(P1): 탄소중립 시나리오 공개, 사회적 합의가 중요하다

•   국민(P1): “비싸서 대출도 안돼”… 서민 울리는 ‘시세 80%’ 분양가

•   경향(P1): 상장법인 임원 100명 중 여성 5명뿐…여성 임원 없는 곳이 63.7%

•   머니투데이(P1): 정부 2.2조 투자, SK바사·삼바 협력…K-글로벌 백신 허브화 나선다

•   머니투데이: [단독]주민 반대 많은 도심복합사업 후보지, 정부 "하반기 중 철회"

•   헤럴드경제: ‘반도체 상승 사이클’ vs ‘반짝 순환매 일 뿐’

•   파이낸셜뉴스: "4단계에선 할 수 있는 게 없다 … IMF 때보다 위기"[현장르포]

•   아시아경제(P1): "사내유보금 오해가 낳은 이중과세"

•   아시아경제: 사내유보금으론 부족한 시설투자비, 빚내서 충당하는 기업들

•   아시아경제: 원팀 강조한 홍남기, 내주 경제5단체장 만난다

•   아시아경제: "빚 없이는 전세값 마련 못해"…올해 나간 전세대출만 13조원

•   디지털타임스: `수소모빌리티+쇼` 내달 8일 개막

•   이데일리(P1): [스태그플레이션 논쟁]심상찮은 물가…`S`의 불안 수면 위

•   이데일리: [스태그플레이션 논쟁]전망 달라도…"금리 올리고 돈풀기 줄여야" 한목소리

•   이데일리: [미래기술25]①뻥 뚫린 하늘길 열린다…'UAM' 시대 도래

•   이데일리: [미래기술25]②현대차 기체·대한항공 교통시스템 집중

•   이데일리: [미래기술25]③"선점자가 시장 지배…국내 UAM 생태계 조성 시급"

•   이데일리: "4분기 삼성 QD-OLED 양산"…판 커지는 OLED TV 시장

•   연합: 오늘 1천700명 안팎…수도권 4단계 2주 재연장 가닥, 오전 발표

•   뉴시스: [단독]한전, 우즈벡 가스복합 사업 포기…새 먹거리 찾다 '헛발질'

•   뉴데일리: 국내 최대 해수담수화 사업 '초읽기'… 韓 수처리업계 기대감

•   에너지경제: "시공사 선정 어렵네"… 도시정비사업장 줄줄이 유찰

[Opinions]

•   Project Syndicate(Ana Palacio): The EU’s Post-Merkel Void

•   Project Syndicate(Yi Fuxian): China’s Demographic Manipulation

•   Project Syndicate(Diane Coyle): Apocalypse When?

•   FT(Gillian Tett): How the Fed’s digital currency could displace crypto

•   FT(Edward Luce): Covid has shown up western democracy’s childish tendencies

•   FT(David Pilling): Africa has been cropped out of the climate change debate

•   FT(Claire Jones): Shipping costs are still surging at breakneck speed

•   WSJ(Editorial Board): Green New Deal, Part I

•   WSJ(Editorial Board): President Biden’s Lawless Eviction Ban

•   WSJ(Editorial Board): Brett Kavanaugh’s Eviction Lesson

•   WSJ(Kimberley A. Strassel): The GOP’s Bad Infrastructure Deal

•   WSJ(Bjorn Lomborg): Climate Change Doesn’t Cause All Disasters

•   WSJ(Allysia Finley): Could the Covid Vaccine (and Others) Prevent Alzheimer’s?

•   NYT(Adam Winkler): The Supreme Court Might Strike Down Biden’s Eviction Ban. It Shouldn’t.

•   WP(Josh Rogin): South Korea wants Biden to get serious about North Korea

•   Bloomberg(Conor Sen): First-Time Homebuyers Are Getting Squeezed Out by Wall Street

•   Bloomberg(Noah Smith): Biden's $3.5 Trillion Plan to Invest in America's Future

•   Bloomberg(Liam Denning): Biden’s Electric-Vehicle Target Aims to Attract Green Investment

•   Bloomberg(Faye Flam): Not Vaccinated? Here’s How You Could Kill Someone’s Father

•   Bloomberg(Allison Schrager): Buy America' Infrastructure Plan Will Hold Back the U.S. Economy

•   CNN(Julián Castro): Julián Castro: It's time to make a long-term investment in housing vouchers

•   MarketWatch(John Mauldin): The emergency is over. The Fed should bring its firetrucks back to the station

•   Fox News(Jason Chaffetz): What is Biden's biggest flaw?

•   Caixin(Vincent Chan): How the Tech Reg Landslide Will Impact China’s Economy

•   Nikkei Asia(William Pesek): Japan's Suga faces more than one post-Olympics curse

•   매경(사설): 산림 관리로 온실가스 흡수하겠다며 태양광 산림훼손은 뭔가

•   매경(조환익): 전기요금 손 안 대고 어떻게 '전력 대란' 막나

•   서경(사설): 원전 없는 ‘탄소 중립’ 불가능한데 왜 그리 집착하나

•   한국(사설): 탄소중립 시나리오 공개, 사회적 합의가 중요하다

•   세계(사설): 온실가스 2050년 100% 감축… 원전 없이 가능하겠나

•   경향(사설): 첫선 보인 탄소중립 시나리오, 더 강력한 계획과 의지 담아야

•   파이낸셜뉴스(사설): 원전 외면한 탄소중립 로드맵은 속빈 강정

•   아시아경제(최지웅): 유럽이 탄소중립을 외치는 속셈