Business Intelligence Monitor 210810

(Introduction)

[Markets]

•   Global: Stocks tread water as gold, oil declines spook sentiment

•   Hong Kong: Chinese Chipmakers Slump as Beijing Sends Speculation Warning

•   Metals: Demand doubts and dollar weigh on copper

•   Grains: Corn, soy retreat on U.S. rains, broad declines in commodities

•   Cryptocurrency: Bitcoin’s Rebound to 3-Month High Has Bulls Eyeing $50,000 Again

•   한국: 코스피 0.3% 하락…코스닥은 사흘째 연고점

•   한국: 카카오뱅크 무서운 질주…상장 이틀만에 시총 '톱10'

•   한국: 두산그룹주 거의 다 내려, 두산중공업 4%대 두산 2%대 떨어져

[Indicators]

•   US Jun. Job openings: JOLTS: Job Openings in U.S. Hit Record High in June

•   Germany Jun. Balance of trade: What a run!': German exports jump despite supply bottlenecks

•   China Jul. CPI·PPI: China’s Producer Prices Jump Despite Efforts to Cool Commodities Costs

•   India Jul. Employment: India sees addition of 16 million jobs in July: CMIE

•   India Jul. Fuel demand: India's July fuel demand recovers to 3-month peak

•   Taiwan Jul. Balance of trade: Taiwan’s July Exports Hit Record on Surging Tech Shipments

•   Saudi Arabia Q2 Fiscal account: Saudi Arabia's Budget Deficit Narrows in Second Quarter on Oil, Taxes

•   한국 7월 노동시장 동향: 실업급여 6개월연속 1조 넘었다

[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: Senate Democrats Outline $3.5 Trillion Antipoverty, Climate Plan

•   WSJ: What’s in Democrats’ $3.5 Trillion Budget Plan—and How They Plan to Pay for It

•   WSJ: Unfilled Job Openings Outnumber Unemployed Americans Seeking Work

•   WSJ: Biden Administration’s New Eviction Moratorium Receives Mixed Court Reception

•   WSJ: U.S. Steps Up Pressure on Businesses Over Forced Labor in China

•   WSJ: IPCC Report Says Some Climate Change Effects May Be Irreversible

※   IPCC: AR6 Climate Change 2021: The Physical Science Basis

•   WSJ: As Delta Variant Spreads, Florida Hospitals Race to Find Open Beds

•   WSJ: Pentagon to Mandate Covid-19 Vaccine for U.S. Service Members

•   WSJ: Taliban Make New Gains in Afghanistan, Putting Kabul in Crisis

•   WSJ: Peru’s businesses on edge as new president Castillo sets leftward course

•   NYT: Biden Imposes Another Round of Sanctions on Belarus

•   NYT: Debt Limit Must Be Raised, Janet Yellen Warns Congress

•   WP: Despite weeks of protests, France implements health pass at cafes and train stations with little drama

•   FT: Construction ‘supercycle’ predicted on wave of government spending

•   FT: How would a Bank of England digital currency work?

•   FT: North Korea: the failure of ‘maximum pressure’ on Kim’s isolated regime

•   FT: Pandemic plunges families into food poverty in world’s rich economies

•   FT: China Covid outbreak linked to Delta variant weighs on economy

※   Goldman Sachs downgraded its expectations for real gross domestic product growth

•   FT: Indonesia Covid crisis exposes lockdown dilemma

•   FT: SoftBank deals unleash internal compliance tensions

•   Bloomberg: Change to Crypto Provision in Infrastructure Bill Blocked

•   Bloomberg: Fed’s Bostic Urges Faster Bond Taper as Economy Strengthens

•   Bloomberg: Corporate America Is Ponying Up for Workers Suddenly in Demand

•   Bloomberg: Elizabeth Warren Proposes Widening Biden’s Net Over Big Tax-Avoiding Firms

•   Bloomberg: Delta Wave Goes Coast-to-Coast in U.S., Showing Variant’s Force

•   Bloomberg: China Punishes Local Officials as Its Delta Outbreaks Expand

•   Bloomberg: China Central Bank Is Set to Go It Alone

•   Bloomberg: Center-Right Candidate Takes Edge in Chile Presidential Poll

•   Bloomberg: Brazil’s Government Fears Bigger Coffee Losses From Frost Blow

•   Bloomberg: Germany to Allocate 30 Billion Euros to Repair Flooding Damage

•   Bloomberg: China’s New Oil Giants Flourish in Xi’s Clean Energy Wave

•   Reuters: Delta variant pushes U.S. cases, hospitalizations to 6-month high

•   Reuters: U.S. CDC advisers to review data on COVID-19 vaccine boosters

•   Reuters: Moderna may be superior to Pfizer against Delta; breakthrough odds rise with time

•   Reuters: BioNTech says vaccine repeats beat devising new one for now

•   Reuters: Fed's Barkin: Inflation likely to remain at Fed's 2% target

•   Reuters: Fed's Rosengren says central bank should announce taper plans in September

•   Reuters: Germany to stop free COVID-19 tests - report

•   Reuters: India to require refiners, fertiliser plants to use some green hydrogen

•   Reuters: France's Renault, China's Geely to explore new hybrid-focused venture

•   Reuters: Analysis: Where will yields go? Investors weigh U.S. jobs data against Delta fears

•   CNN: How to prove your Covid-19 vaccination status on your phone

•   CNN: Why big chains aren't requiring vaccines for customers

•   CNBC: The world is nowhere near the end of the Covid pandemic, says famed epidemiologist Larry Brilliant

•   CNBC: Dr. Scott Gottlieb says the Covid delta surge may be the ‘final wave’ in U.S.

•   CNBC: Apple says it will reject any government demands to use new child sexual abuse image detection system for surveillance

•   SCMP: After Merkel, who? China and EU ties on a knife-edge as German chancellor says long goodbye

•   SCMP: Coronavirus amplifies China’s regional economic divide, as some provinces struggle to reset consumption

•   Nikkei Asia: Abe and Suga big with Japan's youth, polls show

•   Nikkei Asia: China's yuan likely to become Asia's central currency: Kenneth Rogoff

•   Economic Times: India’s business resumption hits record high: Nomura

•   Economic Times: gst collection: April-June net GST collections at 26.6% of budget estimates: Government

•   DIGITIMES: Taiwan memory chipmakers post strong sales for July

•   DIGITIMES: TSMC to freeze quotes for 28nm process, sources say

•   매경(P1): 이재용 가석방…재수감 207일만에 13일 출소

•   매경(P1): [단독] 전세난 심해지자…주택임대사업 양도세 혜택 그대로 유지한다

•   매경(P1): 주 52시간도, 최저임금도 필요없다…식당 '요리 로봇' 급증한다

•   매경: [단독] 반도체·백신·2차전지 기술, 해외 유출땐 가중처벌 추진

•   매경: 與, 중대재해법 시행령 제정 '더 세게'

•   매경: 실거주 의무 백지화 이어…부동산정책 속속 원점회귀

•   매경: 백신 맞고 생산 재개한 기아 '임협 파고' 넘나

•   매경: "문닫고 강제로 휴가 갑니다"…식당 비용 줄이려 점심 영업도 포기한다

•   한경: 한화 김동관의 '통 큰 투자'…프랑스 기업에 1조 베팅

•   한경: 박기영 "탄소중립, 新산업 창출 기회로 삼아야"

•   한경: 대화냐 투쟁이냐…MZ세대 사무직 노조 '갈림길'

•   한경: 韓銀 디지털화폐, 갤럭시워치서도 쓴다

•   한경: 석유 대신 '이것'…정유 4사 "상반기에만 4조 벌었다"

•   한경: 삼성, 20만원대 '최저가 5G 폰' 내놓는다…역대급 가격

•   한경: '나무로 만든 자동차' 공개한 일본…"韓, 각자도생으론 낙오"

•   한경: "증권·지주사…실적 추정치 오른 업종 보라"

•   한경: 대세로 가는 폴더블폰 vs 더 강화된 아이폰

•   한경: 화면에서 '카메라 구멍' 없앤다…'UDC 기술' 채택한 스마트폰 경쟁

•   서경: ASF 날벼락···"이미 金겹살인데 또 올라?" 장보러 가면 한숨만

•   서경: 금리인상 버틸 '맷집' 커졌는데···집값 잡겠다는 정부

•   서경: 애플카, LG·SK 누구 손잡나···韓파트너사 주목

•   서경: 권오갑·조영철 “2025년 글로벌 건설기계 톱5 되면 직원과 성과 나누겠다”

•   조선(P1): 모더나 4번째 펑크, 2500만명 접종 차질

•   조선: 2차접종 8주 뒤로 밀린 국민도 있는데… 文 “집단면역 앞당길것”

•   조선: 접종간격 늘어나면 백신효과 괜찮을까

•   조선(P1): “한철 장사 해수욕장, 문닫으라니 피눈물”

•   조선: 4단계 대전서 차로 10분만 가면 3단계 공주… 원정모임 통제 못해

•   조선: 휴가지 소비 양극화… 1박 68만원 ‘풀빌라’는 예약 꽉 차

•   조선: 양파 생산량부터 인구예측까지… 정부, 로또도 아닌데 왜 제대로 못하죠

•   조선: “입맛 맞게 내는… 통계의 정치화가 문제”

•   조선비즈: “공급가격 현실화”…반도체 수급 불균형에 삼성전자, 파운드리 가격 올린다

•   조선비즈: 탈원전·폭염에… 한전의 전력 구입비용 28개월만에 최대치

•   조선비즈: 日 연구팀 “화이자 백신, 여성에 부작용 심하나 항체도 많이 형성”

•   중앙: “부동산 거품, 커져도 꺼져도 문제…코로나 포퓰리즘이 위기 더 키워”

•   동아(P1): 대출로 연명하던 中企… 이자 낼 돈도 이젠 바닥

•   동아: 이스라엘, 부스터샷 접종자 중 감염 14명 확인

•   한국(P1): 치솟은 집값에 부동산 혜택 절반 증발…눈 뜨고 당하는 서민들

•   세계: “수소차가 미래” 투자 나섰지만… 비싼 땅값·주민 반대 ‘이중고’ [심층기획 - 지자체 수소인프라 구축 열기]

•   머니투데이(P1): [단독]중개보수 고가주택 '9억→15억 상향' 검토..이달내 확정

•   머니투데이(P1): [단독]한미사이언스, WHO '백신허브' 제안서 제출…年10억도즈 능력

•   머니투데이: '원전 9기' 규모 신재생 발전시설, 한수원이 만든다

•   헤럴드경제(P1): 답 없는 전세대란...정부 손놨나

•   헤럴드경제(P1): 애그플레이션·탄소세 ‘불확실성 경제’

•   헤럴드경제(P1): 답답 증시에 ETF로 ‘개미 대이동’

•   파이낸셜뉴스(P1): 도심고밀 개발 삐걱… 미아역 동측도 "철회하라"

•   파이낸셜뉴스(P1): 4단계때도 백신 맞은 고3 매일 학교 간다

•   파이낸셜뉴스: 3차 추경 일단 선긋는 여야… 내년 본예산 확대에 무게

•   아시아경제: 가격만 뛸라…표류하는 '탄소배출권거래 제3자 참여'

•   디지털타임스: 3년전부터 가계부채 경고, 고승범 고강도 대책 꺼내나

•   디지털타임스: "中 CATL 나트륨 배터리, 시장 영향 미미하다"

•   이데일리: 델타 변이에도 경기회복 이어져…이동성 지수·카드 사용액↑

•   이데일리: [미래기술25]①알파고 바둑대결 5년…어느덧 일상에 파고든 AI

•   이데일리: [미래기술25]②‘AI 퍼스트’ 속도 내는 기업들

•   이데일리: [미래기술25]③"많은 서비스에 적용될수록 AI 변화 빨라질 것"

•   연합: 오늘 1천500명대, 사흘연속 요일 최다…하루 2천명대 우려도

•   뉴시스: 최태원·박용만, SNS서 "김연경 찐팬" 인증

•   e대한경제: [건설업계 신시장 찾기 계속된다] 밖에서 안에서…영역 확장 분주

•   e대한경제: [건설업계 신시장 찾기 계속된다] 창투사 따로 없다…스타트업 지분투자 새 트렌드

•   더구루: [단독] 현대차, 美 수소 스타트업 '파자리토' 투자…고성능 촉매 기술 확보

•   에너지경제: [단독] 험로 예고 기업 참여 REC시장…개장 첫주 거래성사 한 건도 없어

•   전자신문(P1): “美보다 속도 10배 빠른 '5G 1위' 韓 성공비결 배워라"

•   전자신문: [르포] "하이 오토비, 출발" 음성으로 조종...창밖 건물 정보까지 안내

•   ZDNet Korea: 삼성, '갤럭시Z'에 다 건다...'노트' 빼고 가격 내리고 승부수 띄워

•   로봇신문: 상하이 번화가에 '로봇 카페' 등장...24시간 영업

[Opinions]

•   Project Syndicate(Barry Eichengreen): Will Central Bank Digital Currencies Doom Dollar Dominance?

•   Project Syndicate(Håvard Halland, Günther Thallinger): Where Are the Green Sovereign Funds?

•   Project Syndicate(Hippolyte Fofack): Downgrading Africa’s Development

•   FT(Editorial Board): To return workers to the office, use persuasion

•   FT(Claire Jones): The risks of China’s African lending

•   WSJ(Walter Russell Mead): Iran Nukes the Case for the JCPOA

•   WSJ(Casey B. Mulligan, Tomas J. Philipson): Government Failure Gave the World Covid

•   NYT(Vanessa Barbara): Bolsonaro May Not Actually Succeed in Destroying Us All

•   WP(Max Boot): Biden’s centrist strategy makes sense: It can prevent Trump’s return

•   WP(Eugene Robinson): The U.N.’s dire climate report confirms: We’re out of time

•   WP(Mitch Daniels): The Chinese Communist Party’s 100th birthday vs. America’s 250th

•   Bloomberg(Bloomberg Opinion): Climate Change: Some Smart Ideas For How to Address

•   Bloomberg(Bill Dudley): Bond Yields Can’t Stay This Low Forever

•   Bloomberg(Liam Denning): UN's IPCC Climate Report Reveals Big Oil’s Deepening Climate Challenge

•   Bloomberg(Hendrik du Toit): Climate Change: Net Zero Is Pipe Dream Unless We Help Emerging Markets Go Green

•   CNN(Punit Renjen): Global businesses must address climate change before it's too late

•   Fox News(Bernie Sanders): It's time to protect working families through $3.5 trillion budget 'reconciliation' bill

•   Reuters(Clyde Russell): China goes from driver to brake for crude oil, iron ore and copper: Russell

•   한경(사설): 탄소중립 호기 부리더니 석탄발전 풀가동 하는 코미디

•   문화(문주현): 태양광 피크 기여도 11%의 허구성