Business Intelligence Monitor 210811

(Introduction)

[Markets]

•   Global: GLOBAL-MARKETS-Stocks strengthen; yields, dollar rise on Fed taper talk

•   US: Infrastructure stocks jump as bill clears Senate. Here are Wall Street’s favorite ways to play

•   Metals: Chile supply concerns help copper bounce

•   Iron ore: Iron ore price at over four-month low as China plans Olympics curbs

•   Grains: Wheat higher on global supply fears; soybeans climb, corn eases

•   한국: 코스피 나흘째 하락해 3,240대로…외인·기관 순매도

•   한국: 이재용 가석방 안 통했나…삼성그룹株 일제히 '내리막'

•   한국: 두산그룹주 거의 다 상승, 두산인프라코어 두산 1%대 올라

[Indicators]

•   US Q2 Productivity: U.S. Productivity Rose Less Than Forecast in Second Quarter

•   US Jul. NFIB Business optimism index: U.S. small business optimism drops as labor shortages persist

•   Germany Aug. ZEW economic sentiment: German Investor Confidence Plunges Amid Virus Variant Concerns

•   Japan Jun. GDP(JCER est.): Japan's GDP down 1.0% in June: JCER

•   Japan Jul. Economy Watchers sentiment: Japan July economy sentiment up as COVID emergency mostly lifted

•   Brazil Jul. CPI: Brazil Consumer Prices Rise More Than Expected After Rate Hike

•   한국 6월 재정수지: ‘역대급 세수’인데…재정적자 우려 더 커져

[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 Passes Infrastructure Bill in Bipartisan Vote

•   WSJ: Progressive Opposition to Powell Clouds Chances for Second Term

•   WSJ: Fed’s Evans Open to Reducing Asset Purchases Later This Year

•   WSJ: Millions of Americans Are Unemployed Despite Record Job Openings

•   WSJ: Texas Hospitals Are Near Capacity as Covid-19 Surges Again

•   WSJ: Biden to Nominate María Pagán as U.S. Envoy to WTO

•   WSJ: China’s Strict Covid-19 Strategy Risks Slowing Economic Recovery as Delta Variant Hits

•   WSJ: France, Italy Require Proof of Covid-19 Status for Restaurants, Bars

•   WSJ: SoftBank to Hold Off on New Investments in China Amid Tech Crackdown

•   WSJ: China Is SoftBank’s Biggest Problem Now

•   WSJ: Delta Variant Threatens Restaurant Rebound

•   WSJ: Moderna to Build Vaccine Plant in Canada

•   NYT: Cuomo Resigns Amid Scandals, Ending Decade-Long Run in Disgrace

•   NYT: Virus Misinformation Spikes as Delta Cases Surge

•   WP: Johnson & Johnson coronavirus vaccine recipients worry they chose the wrong brand

•   WP: E.U. weighs covid travel restrictions on American tourists, U.S. says avoid Europe

•   WP: Chinese, Russian militaries hold drills in northwest China

•   WP: UN envoy warns of Myanmar civil war if no successful talks

•   FT: Merkel prods Germans to get COVID-19 vaccine as 4th wave worries mount

•   FT: Three-quarters of UK adults double-jabbed but vaccination drive slows

•   FT: Hybrid working and climate fears steer London office demand, say groups

•   FT: How would Biden’s infrastructure plan work?

•   FT: Israel’s Covid infections surge as government rolls out booster shots

•   FT: Delta outbreak piles pressure on China’s homegrown vaccines

•   FT: US debt investors spooked by Delta variant concerns

•   FT: Big Oil’s cognitive dissonance on climate change

•   FT: Washington vs Big Tech: Lina Khan’s battle to transform US antitrust

•   FT: ‘My flat is now a commodity’: Berlin to vote on seizing rental properties

•   Bloomberg: Real-Time Data Suggest Asia’s Economy Already Feeling Delta Hit

•   Bloomberg: Philippine Economy Cools as Lockdowns Linger to Halt Virus

•   Bloomberg: Covid Shots’ Benefits Outweigh Side-Effect Risk, CDC Report Says

•   Bloomberg: U.S. Inflation to Stay Hot in July as Sellers Flex Pricing Power

•   Bloomberg: BOE Has a Powerful Tool to Tighten Policy Without Raising Alarm

•   Bloomberg: U.K. Says Covid as a Cause of Death Reaches Three Month High

•   Bloomberg: ‘Transitory’ Inflation Reaches Tipping Point for India Companies

•   Bloomberg: China Crackdown: Xi Jinping Finds ‘No Better Time’ to Humble Tycoons

•   Bloomberg: Chile, World’s Most Generous Emerging Market, Extends Pandemic Aid

•   Bloomberg: Brazil’s Congress to Reject Bolsonaro’s New Voting System Plan

•   Bloomberg: Chip Delivery Time Surpasses 20 Weeks in No Sign Shortage Easing

•   Bloomberg: Tesla China Shipments of Locally Made Cars Plunge in July

•   Bloomberg: How China Plans to Become Carbon-Neutral by 2060: QuickTake

•   Bloomberg: Xiaomi Builds Front-Facing Camera Under Its New Phone’s Display

•   Bloomberg: Panasonic Takes Japan’s Bet on Hydrogen Power to a New Level

•   Bloomberg: U.S. Power Emissions Set to Surge Most in More Than 30 Years

•   Bloomberg: UN Climate Report: How Scientists Talk About Climate Change

•   Bloomberg: Big Oil Squeezes Renewable Energy Profits as Commodities Rally

•   Reuters: Biden urges Americans in hurricane-prone states to get COVID-19 shots

•   Reuters: Biden says he does not believe he can intervene in states banning mask mandates

•   Reuters: New U.S. energy security advisor to tackle Nord Stream 2 risks - State Dept

•   Reuters: Brazil unveils plan to deal with gov't legal debts, new welfare program

•   Reuters: BHP, workers union at Escondida mine in Chile to extend talks by a day

•   Reuters: U.S. crude output to fall less in 2021 than previously forecast -EIA

•   Reuters: Analysis: UN climate report increases urgency for green investment funds

•   AP: EXPLAINER: How cryptocurrency fits into infrastructure bill

•   CNN: Five things you didn't know were in the infrastructure bill

•   CNN: Eviction moratoriums aren't enough to rescue millions of Americans behind on rent, experts say

•   CNN: Inflation wiped out America's pay raises

•   CNN: Big Oil wants to keep drilling in the North Sea. The backlash is growing

•   CNBC: Breakthrough Covid cases: Why fully vaccinated people can get Covid

•   CNBC: WHO says it urgently needs $7.7 billion to help poorer nations survive delta Covid variant

•   CNBC: What's next for bipartisan infrastructure bill

•   SCMP: China orders Covid-19 tests for millions within days as local cases hit new high in latest outbreak

•   SCMP: China approves mixed-use Covid-19 vaccine trials to start in autumn

•   SCMP: Coronavirus: China’s Delta outbreak forces economists to rethink 2021 GDP growth forecasts, as trade expos cancelled

•   SCMP: China, US share inflation risks that will not go away soon, their former top finance officials agree

•   Nikkei Asia: Will the digital yuan vanquish the dollar?

•   Nikkei Asia: China overtakes US in AI research

•   Economic Times: Economy to return growth by March 2022, banks NPAs to regain normalcy late: Moody's

•   OilPrice.com: China Restarts Coal Mines To Keep Up With Power Demand

•   MINING.com: Aluminum, copper, zinc usage from solar energy sector expected to double by 2040 – report

•   Modern Materials Handling: Top 20 Lift Truck Suppliers 2021

•   DIGITIMES: TSMC posts decreased July revenue

•   DIGITIMES: Global tablet shipments slip in 2Q21, but to grow 30% in 3Q21, says Digitimes Research

•   MIT News: Electrifying cars and light trucks to meet Paris climate goals

•   연합: 오늘 첫 2천명대 '비상'…전방위 확산세에 확진자 더 늘어날 듯

•   연합: "TSMC, 내년 7월 세계 첫 3나노 반도체 양산"…삼성 앞지른다

•   매경(P1): 美빅테크 "코로나 끝나도 전면출근 없다"

•   매경: 시간 아닌 성과로…인사평가 방식 달라진다

•   매경(P1): 토지소유상한 이익환수강화…與경선 부동산 反시장 공약 쏟아진다

•   매경: "가능할까"...정부, 이번주 모더나 방문…삼바 위탁물량 확보 나선다

•   매경: '370조' 투입 준비된 삼성…파운드리서 메모리 신화 시동 걸었다

•   매경: [세종 인사이드] 與 '확장' 기재부 '방어'…내년 예산 기싸움 팽팽

•   한경(P1): 7%나 빗나간 정부의 엉터리 전력수요 예측

•   한경: 脫원전 밀어붙이려 수요 일부러 낮춰 잡았나

•   한경: 태양광 홍보하다 '엉터리 예측' 들통…정부가 '블랙아웃 공포' 스위치 켜

•   한경(P1): [단독] 법도 절차도 무시한 채…폭주하는 與 '을지로위원회'

•   한경: '8만전자 못 벗어나는 이유'…이제는 이재용이 답할 시간

•   한경: 부동산 이어 건설현장까지 특별사법경찰

•   한경: 돌파감염 한달새 14배 급증…모더나 펑크에 '해결책' 부스터샷 멀어져

•   한경: '탄소중립' 열쇠 CCU기술…韓, 걸음마도 못뗐다

•   한경: 지자체 금고서 잠자는 돈 11조

•   한경: 경총 "법인세·상속세율 낮춰야"

•   한경: "원자재값 상승분, 고스란히 떠안아"

•   한경: UNIST, 비용 낮춘 '수소 생산촉매' 개발

•   서경(P1): [단독]백신·반도체 기업, 정부 승인없이 못판다

•   서경: "제2 매그나칩 막자"···美처럼 안보 직결 땐 국비 지원 없어도 통제

•   서경(P1): 원자재값 급등·인력이탈···호황서 소외된 중소조선사

•   서경: "RG 못받아 일감 있어도 포기"···선박수리 시장도 中에 빼앗길 판

•   서경: "주 52시간에···조선 근로자 다 떠나간다"

•   서경: 경제지표는 '금리 인상' 향하지만···코로나가 관건

•   서경: 연내 한미 에너지대화···수소·원전 등 논의 예고

•   서경: 인천·부산항 '컨테이너 물동량' 신기록 행진

•   조선: 모더나 “공급 지연” 발표한 날… 정부는 “차질없이 공급” 큰소리

•   조선: 철새도래지 10곳에 태양광… 새똥대책은 없어

•   조선: 300MW 새만금 육상 태양광, 환경평가 피하려 ‘꼼수’ 추진

•   조선: MZ세대는 소리 소문 없이 옮긴다… 구인앱 타고 ‘스텔스 이직’

•   인베스트조선: 반공매도 운동에 ‘우려’ 커지는 시장…"하락장엔 가격 낙폭 커질수도"

•   중앙: AZ, 접종 연령 낮춰서 활용? 현실화 가능성 작다

•   중앙: 한국, 석유업계 예상 배출량 1억t…원료 대체에만 218조

•   중앙: “22억, 18억” 시세보다 7억 올린 ‘배짱 매물’ 왜

•   중앙: 더위 절정 말복은 가고, 전기요금 인상 압력 다가온다

•   동아(P1): SK바이오, 국산 백신 첫 임상3상 진입

•   동아: SK바이오 백신, 화이자 능가한 항체 생성… 변이 대응이 관건

•   동아(P1): 北, 통신선 복원 14일만에 다시 끊었다

•   동아: “추석연휴 겹쳐, 2차접종 6주 넘겨 받으라네요”

•   동아: 접종 간격, 4주→6주로 늦춰도 문제 없을까… 전문가 “안전성 차이 없지만 효능 떨어질수도”

•   동아: 식자재값 고공행진에… 식당-급식소 “반찬 메뉴 못짤 판”

•   문화: 고용안정 이어 이번엔 ‘기후위기 관리’… 與, 한은 정책목표 확대 추진

•   한국(P1): [단독] 文정부 첫 통계청장 “탈원전 공론화, 진보성향 의견 '과다 대표' 됐다”

•   국민(P1): ‘몰라, 일단 주자’ 곳간 텅텅 지자체들, 묻지마 지원금

•   국민: 임대차 시장 균형 깨지니… 아파트 3중가격·非아파트값 급등

•   서울(P1): 무디스의 경고… “국가채무 60%땐 신용등급 악화”

•   서울: 5년 뒤 나랏빚 OECD 非기축통화국 3위… 韓 건전 재정 ‘비상등’

•   서울: “확진자 폭증하는데 소비 장려? 5차 지원금, 추석 후 지급해야”

•   세계: 한은 “중국의 완화적 통화정책, 對中 중간재수출 증가시킬 것”

※   한국은행: 중국 통화정책 변화가 우리 경제에 미치는 영향

•   한겨레(P1): “70% 접종해도 5차 유행은 올 것, 델타에 맞게 전략 다시 짜야”

•   머니투데이(P1): [단독] 3년치 연봉을 빚으로 끌어쓴 30대, 금리인상 땐 최대 충격

•   머니투데이: MZ세대 박탈감 알고 있다던 '정의선' 성과급 약속지켰다?

•   머니투데이: 4차 대유행에도 휴가 떠나는 사람들…고속도로 교통량 '역대최대'

•   헤럴드경제: 거래 절벽에 집값 고공행진...“집주인이 갑”

•   파이낸셜뉴스: 추석민심 걱정하는 정부, 물가대책은 없다

•   아시아경제: 떠나는 외인.. 원화가치 하락 매도 압력 강해져

•   아시아경제: 한은 금리인상 신중론 '고개'…"빚투한 자산가격 급락 우려"

•   디지털타임스(P1): 변덕정책에 집값급등, 서민 울고 정부 웃었다

•   디지털타임스: 반도체 공급난에 8인치 파운드리 부활

•   뉴스웨이: [ESG가 미래다｜두산]㈜두산·두산重 ‘ESG 경영’ 곽상철·정연인 챙긴다

•   에너지경제: [단독] 한수원 자기부정?…공시 경영목표서 주력 '원전' 표현 전면 삭제

•   에너지데일리: “중국, 전기차 폐배터리 급증하는데 재사용･재활용 만만치 않네”

•   에너지데일리: “유니슨, 풍력터빈 경쟁력 다시 한번 입증했다”

•   전기신문: 두산중공업, 해수담수화 사업…기술 차별화로 승부한다

•   전자신문(P1): 신재생에너지공급인증서(REC) 2만원대 '폭락'…태양광 수익성 '우려'

•   전자신문(P1): 여야 합의로 2030년 온실가스감축 상향안 법률로 구체화한다

•   로봇신문: 중국 선전 로봇기업 방역ㆍ배송로봇, 중국 곳곳에서 활약

[Opinions]

•   Project Syndicate(Michael Burleigh): A Dangerous New Variant of Populism

•   Project Syndicate(Carlo Ratti): Singapore Is Shaping the Future of Mobility

•   Project Syndicate(José Antonio Ocampo): The New-Old Sovereign-Debt Challenge

•   FT(Editorial Board): The $1tn package is a central part of Joe Biden’s economic strategy

•   FT(Janan Ganesh): American and foreign populists don’t agree on China

•   FT(Anjana Ahuja): IPCC report underlines global leaders’ dangerous climate roulette

•   FT(David Sheppard): Gas crunch tests the old cure for higher prices

•   WSJ(Editorial Board): A Climate of Catastrophe

•   WSJ(Editorial Board): Biden’s ‘Gamesmanship’ on Evictions

•   WSJ(Editorial Board): Blinken’s Warning on China’s Nukes

•   WSJ(James Freeman): More Inflation Warnings

•   WSJ(Holman W. Jenkins, Jr.): Same Climate Report, Different Day

•   NYT(Paul Krugman): Climate Denial, Covid Denial and the Right’s Descent

•   NYT(Michelle Goldberg): Covid Vaccines for Kids Can’t Wait

•   WP(Editorial Board): On the debt ceiling, Democrats must do the right thing if the GOP won’t

•   Bloomberg(Noah Smith): Special Interests Are Last Barrier to Fixing Climate Change

•   Bloomberg(Mihir Sharma): India Isn't Ready for New Covid-19 Wave

•   Bloomberg(Jonathan Bernstein): Democrats’ Two-Bill Plan Seems to Be Working

•   Bloomberg(Lisa Abramowicz): Federal Reserve’s $8 Trillion Balance Sheet Will Only Grow

•   Caixin(John Thornton): There’s Only One Model That Works for U.S.-China Relations

•   매경(사설): 12년 더 빨라진 기후재앙, 원전 없이는 대응 못한다

•   서경(배충식): 탄소중립, 속도조절 필요하다