Business Intelligence Monitor 210812

(Introduction)

[Markets]

•   Global: Stocks hit record highs as Fed tapering concerns ease

•   Metals: Copper recoils on Chile mine deal to avert strike

•   Iron ore: Iron ore price bounces back while Fitch sees rally slowing ahead

•   Grains: CBOT wheat stabilizes after rally as traders await U.S. crop data

•   한국: 코스피 닷새째 하락…삼전·SK하이닉스 급락에 '흔들'

•   한국: 외국인의 변심…"D램값 상승세 꺾인다" 전망에 1.6조 팔아치워

※   DRAMeXchange: 【Market View】Contract Prices of PC DRAM Expected to Decline by 0-5% in 4Q21 as Spot Prices of DRAM Modules Continue to Weaken, Says TrendForce

•   한국: 外人 시총비중 30% 붕괴, 5년만에 최저···강달러에 '엑소더스'

•   한국: 두산그룹주 하락 많아, 두산인프라코어 두산퓨얼셀 1%대 떨어져

•   한국: 빨라진 금리인상 시계… 크레딧 스프레드 확대

[Indicators]

•   US Jul. CPI: Inflation Stayed High in July as Economy Rebounded

•   US Jul. Fiscal account: U.S. Budget Deficit Narrowed to $2.5 Trillion in First 10 Months of Fiscal Year

•   US Weekly Mortgage rates·applications: Weekly mortgage demand hints at return of the first-time homebuyer

•   China Jul. EV sales: Electric vehicle sales surge in China as Tesla demand tumbles

•   한국 7월 고용: 7월 취업자 54.2만명↑…증가폭 석달째 둔화

•   한국 7월 금융시장 동향: 카뱅 공모, 주택거래 등에 은행권 7월 가계대출 10조↑

•   한국 8월 1~10일 무역수지: 8월 1∼10일 수출 46.4%↑…일평균 기준 36.7%↑

[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: Democrats’ Tensions Re-Emerge on $3.5 Trillion Spending Plan

•   WSJ: McConnell Credits Biden for Infrastructure Breakthrough, Dismisses Trump Criticism

•   WSJ: Most GOP Senators Sign Pledge to Not Help Democrats on Debt Ceiling

•   WSJ: Two Fed Officials Call for End to Bond-Buying Program

•   WSJ: White House Urges OPEC to Boost Oil Output Amid Covid-19 Recovery

•   WSJ: IPCC Climate Change Report Shows Less Cause for Panic—But More Urgency to Act

•   WSJ: Covid-19 Rent-Relief Program Marred by Delays

•   WSJ: Biden Urges Businesses to Require Covid-19 Vaccine for Workers

•   WSJ: California Becomes First State to Require Teachers to Be Vaccinated or Tested Weekly for Covid-19

•   WSJ: China, Russia Hold Military Drills Amid Security Concerns in Afghanistan, Central Asia

•   WSJ: India Looks to Western Covid-19 Vaccines to Ease Supply Shortage

•   WSJ: Speed of Taliban Advance Surprises White House, Dismays U.S. Allies

•   WSJ: Fresh U.K. Covid-19 Data Boosts Hopes That Delta Variant Can Be Held in Check

•   WSJ: Southwest Airlines Says Delta Variant Is Hurting Its Business

•   WSJ: Samsung Galaxy’s Foldable-Phone Pitch: Just Try Them, You’ll Like Them

•   WSJ: So Long, Samsung Galaxy Note. Thanks for Everything but the Fires.

•   NYT: Fact Check: Just how big is the infrastructure package?

•   WP: Where America’s developed areas are growing - Washington Post

•   WP: Brazil’s Bolsonaro follows the Trump playbook

•   FT: Germany arrests Briton on suspicion of spying for Russia

•   FT: ‘Solid’ Scholz outshines rivals on German campaign trail

•   FT: How the hot UK labour market is driving interest rate forecasts

•   FT: How to reach the unvaccinated: the risks of bribery and coercion

•   FT: Iran’s president picks hardline diplomat as next foreign minister

•   FT: Suga’s failure to win Olympics bounce gives hope to rivals

•   FT: Ports face biggest crisis since start of container shipping

•   FT: BHP urged to run down not sell its fossil fuel assets

•   Bloomberg: FDA Set to Clear Third Covid Shot for Immunocompromised Patients

•   Bloomberg: Yellen Weighs Visit to China, Her First as Treasury Secretary

•   Bloomberg: Biden Says His $3.5 Trillion Spending Plan Won’t Stoke Inflation

•   Bloomberg: Biden Casts Himself as Cheap-Gas Champion as Prices Crest

•   Bloomberg: An Infrastructure Bill Built on Environmental Justice

•   Bloomberg: China Faces Contrarian Calls for a Surprise Interest Rate Cut

•   Bloomberg: China Signals Regulatory Crackdown Will Deepen in Long Push

•   Bloomberg: Masks and Rules Return to Shanghai Banks Preparing for the Worst

•   Bloomberg: Turkey’s Erdogan Says He May Receive Taliban Leader for Talks

•   Bloomberg: Several Asia Buyers Take Less Saudi Oil as Delta Hits Demand

•   Bloomberg: Coal Prices Soar As Europe Grapples With Supply Squeeze

•   Bloomberg: Labor Woes Spread From Copper to Lithium in Major Exporter

•   Bloomberg: U.S. Demands China Release Canadians in Huawei-Linked Case

•   Bloomberg: China’s Green Targets Seen as One Reason for Fuel Quota Cut

•   Bloomberg: Senate Blueprint Called Potentially Historic Climate Legislation

•   Bloomberg: Top Steelmaker Kicks Off Low-Carbon Trial to Meet Green Pledge

•   Bloomberg: Emerging Market ESG Risks May Be Misunderstood, Report Shows

•   Reuters: Fed's Bostic says the pandemic widened economic disparities

•   Reuters: CDC recommends pregnant women get COVID-19 vaccine

•   Reuters: Human rights claims undermine China's investment abroad, report finds

•   Reuters: Analysis: China regulatory storm tests nerves, limits of top-down policy

•   Reuters: Analysis: Brazil's Bolsonaro rolls out tanks to cover his weak position

•   AP: Study: Extra COVID shot helps protect transplant patients

•   AP: EXPLAINER: What the $65B broadband service plan will do

•   CNBC: Global Covid cases on track to add 100 million by early next year without help to poorer nations, WHO says

•   CNBC: Rental bidding wars heat up as economy improves in tight housing market

•   CNBC: Labor shortage gives retail and restaurant workers the upper hand

•   CNBC: BP says Australia is an ideal place to scale up green hydrogen production

•   CNBC: A new Microsoft solar project shows how climate and racial equity are getting connected

•   CNBC: Surging demand for renewables will boost these 3 metals, analysts predict

•   CNBC: Bipartisan bill targets Apple and Google's ability to profit from app stores

•   CNBC: Vaccine passports gain traction as delta variant threatens travel boom

•   MarketWatch: Apple’s hot antitrust autumn: Storm clouds are forming from multiple directions

•   SCMP: China’s economic recovery normalising after coronavirus, but consumers still suffering from ‘psychological shock’

•   SCMP: China debt: Evergrande’s fate shows ‘too big to fail’ may no longer apply as crackdown gathers steam

•   Nikkei Asia: Analysis: Xi aims to mobilize the masses with populist crackdowns

•   Nikkei Asia: Yuan to act as global currency 'anchor': Chinese finance expert

•   Modern Materials Handling: Lift Truck Acquisition & Use Trends

•   DIGITIMES: IC shortages to continue impacting 3Q21 server shipments, says Digitimes Research

•   Robot Report: Flexxbotics joins MassRobotics to improve utility of cobots

•   매경(P1): [단독] '적폐' 내몰렸지만…주택임대사업자 60%가 생계형이었다

•   매경: "집 팔면 나도 사야 되는데" 설익은 규제에 거래 절벽…서울 매매 하루 20건도 안돼

•   매경: 정부 또 찔끔 공급 발표…홍남기 "남양주에 3200가구"

•   매경: 준법 강화·ESG 속도·노사 상생…'新삼성 경영' 출발선 섰다

•   매경: "정부 탄소중립 시나리오 전기료 3배 인상 불가피"

•   매경: 내년초 집사려던 40대 직장인…갑자기 대출한도 1000만원 줄어든 이유

•   한경(P1): "사두면 돈 된다더니…" 믿었던 金의 배신

•   한경(P1): "휴가 끝날 때 코로나 검사 받으라"는 정부

•   한경: 김인준 교수 "재정 훼손 방지할 독립적 재정준칙위 필요"

•   한경: 韓 조선, 중국 제치고 싹쓸이…전세계 '러브콜' 쇄도

•   한경: 폴더블폰이 바꾼 스마트폰 부품주 투자 지형도

•   서경(P1): 경제단체장 만난 洪 "이재용 취업제한 해제, 법무장관에 건의했다"

•   서경: 최태원 "정부, 기업 탄소중립 투자 지원해야"

•   서경(P1): "접고 또 접고" ··· 폴더블폰 대중화 문 열다

•   서경: S펜 넣고 더 튼튼해지고 가격까지 파격···갤Z폴드3, 스마트폰 '판' 뒤집는다

•   서경: 글로벌 車반도체 실적 고공행진···韓기업엔 '그림의 떡' [NXP 등 빅5 2분기 호실적]

•   서경: 미래차 전환 시급한데...또 파업 먹구름

•   조선(P1): 빚 못갚는 서민, 1년새 64% 늘었다

•   조선: 코로나로 알바도 끊겨… 年 60% 일수 돈 쓰며 ‘빚으로 빚 갚기’

•   조선(P1): “델타변이 탓에 70% 접종해도 집단면역 힘들 것”

•   조선: “3600만명 숫자에 집착말고, 고위험군 2차접종 서둘러야”

•   조선: 4주 넘는 4단계 조치에도 거리두기 제대로 효과못내

•   조선(P1): [NOW] 로봇 취사병이 짬밥 만든다

•   조선: 감사원, 새만금 태양광 사업 본격 감사 벌인다

•   조선: [단독] 이번 재난지원금 사용처, 작년의 절반… 스타벅스·이케아서도 못쓰네

•   조선: 10개의 눈 달린 드론, 사람보다 10배 빨리 물류창고 재고 조사

•   조선비즈: 전경련 “한국, 일본과 경제 격차 줄었지만 기술경쟁력은 열위”

•   조선비즈: [전망 부스트라다무스]⑥ 이상우 “하반기도 상반기만큼 오른다. 임대시장 먼저 안정시켜야 집값 잡을 것”

•   중앙(P1): [단독]결국 민간병상 동원령···정부, 한달전 '2000명' 알고도 손놨다

•   중앙: [단독]'박원순 태양광' 업체들, 보조금 120억 챙기고 폐업했다

•   동아(P1): “당첨땐 시세 반값에 내집”… 집값 고공행진이 낳은 ‘줍줍 열풍’

•   동아(P1): “엄청난 위기 느끼게 해줄것” 北 김영철, 무력도발 위협

•   국민: [관가뒷담] 탈원전에 석탄화력발전 풀가동… 딜레마에 빠진 산업부

•   국민: 軍, 상용드론 예산 내년에 6배 늘린다

•   세계: 훌쩍 커진 ESG시장… ‘그린워싱’ 감시망 더 촘촘해져야 [연중기획-포스트 코로나 시대]

•   더벨: '1조 클럽' 심텍, 고부가 'MSAP' 라인 확장 박차

•   파이낸셜뉴스(P1): "이달중 3000명 간다"… 기업 ‘봉쇄급 방역’ 비상

•   파이낸셜뉴스: 김동연, 野 경선버스 보내나… 제3지대 독자출마 무게

•   파이낸셜뉴스: 폐배터리 사업 본격화… 2040년 87兆 재활용시장 대응 나서

•   아시아경제(P1): [단독]'눈먼 돈' 신재생에너지 연구비…작년 부정사용 577억 날렸다

•   아시아경제(P1): 빌라로 옮겨붙은 2030 매수열기…"1년 만에 1억 올랐다"

•   아시아경제: 알쏭달쏭 양자역학…'내 손 안의 슈퍼컴퓨터' 시대 연다[과학을읽다]

•   디지털타임스(P1): [뉴스분석] 처벌 강하고 규제 모호… 기업 잡는 중대재해법

•   이데일리: 가뜩이나 수출 선박 모자란데…파업 위기 놓인 HMM

•   연합: 오늘도 2천명대 예상…더 거세진 4차 대유행에 방역조치 강화 검토

•   연합: "코로나19 전파 4분의 1은 일상접촉…밀접접촉 정의 바꿔야"

•   e대한경제: 전기차에 꽂혔다…국내 친환경차 100만 돌파

•   에너지경제: "태양광 편법·투기 거래 막아라"…속속 강화되는 FIT 규제

[Opinions]

•   Project Syndicate(Kemal Derviş): The Carbon Price Conundrum

•   Project Syndicate(Rosemarie Muganda): Investing in Global Vaccine Equity Acknowledges Our Shared Fate

•   FT(Editorial Board): The ‘other’ green summit is no less momentous

•   FT(Ashley Nunes): The inequities of electric vehicles

•   FT(Brooke Masters): Investors in China should beware Beijing’s unpredictability

•   FT(Claire Jones): At what point does inflation really start to matter?

•   FT(Lex): Wind farms/Vestas: cost inflation is temporary blow

•   WSJ(Editorial Board): Democrats Default on the Debt Limit

•   WSJ(Editorial Board): A Bipartisan Cryptocurrency Crackup

•   WSJ(Daniel Henninger): Democrats Will Ruin the Climate

•   WSJ(Jason L. Riley): Biden Is Delivering Obama’s Third Term

•   WSJ(Phil Gramm, Mike Solon): Inflation Punishes the Unprotected

•   WP(E.J. Dionne Jr.): Bipartisanship for infrastructure is great. Don’t expect it for much else.

•   WP(Paul Waldman): The new GOP midterm election strategy is to make everyone mad

•   Bloomberg(Editorial Board): Regulating Bitcoin: The Crypto Economy Needs a Cop on the Beat

•   Bloomberg(Mohamed A. El-Erian): CPI Isn’t a Big Miss But Can’t Settle Inflation Debate

•   Bloomberg(Marcus Ashworth): The Fed Is Watching How the BOE Inches to a Taper

•   Bloomberg(Liam Denning): Biden’s OPEC Plea Is Really Directed at Anxious Drivers

•   Bloomberg(Jonathan Bernstein): Infrastructure Deal Dispels Three Old Myths

•   MarketWatch(Lawrence A. Cunningham): The ‘G’ in ESG is getting a big shake-up and it’s a win for stock investors

•   서경(현정택): 산으로 가는 탄소중립