Business Intelligence Monitor 210813

(Introduction)

[Markets]

•   Global: Stocks hit records; dollar, Treasury yields edge up as tapering debate dominates

•   US: Micron Falls on Memory Concerns Even as Some Analysts See Bottom

•   Metals: Nickel climbs on higher risk appetite and demand boost

•   Iron ore: Iron ore price down on signs of economic slowdown in China

•   Grains: CBOT wheat hits three-month high as U.S. cuts global crop estimates

•   한국: 삼전·SK하이닉스 연일 급락…코스피 3,200선 '흔들'

•   한국: SK하이닉스 '넘버2' 내주나···네이버와 8,000억 격차 '접전'

•   한국: 두산그룹주 대체로 올라, 두산밥캣 두산중공업 두산 1%대 상승

•   한국: 떠나는 외국인…원·달러 환율 1160원 넘었다

[Indicators]

•   US 2020 Census: Census Data Show America’s White Population Shrank for the First Time

※   AP: EXPLAINER: 5 takeaways from the release of 2020 census data

•   US Q2 Home Prices: Home Prices Jumped Across the U.S. in Second Quarter

•   US Jul. PPI: Prices Paid to Producers in U.S. Increase More Than Forecast

•   US Jul. Construction employment: Const. Industry Adds 11,000 Jobs In July

•   US Weekly Jobless claims: U.S. Jobless Claims Fell Last Week

•   UK Q2 GDP: UK economy grows 4.8% in second quarter

•   Japan Jul. PPI: Japan wholesale inflation hits 13-year high as import costs rise

•   India Jun. Industrial production: India's factory output for the month of June grows 13.6% year-on-year

•   India Jul. CPI: India's retail inflation eases in July, govt vows to take steps

•   Mexico Benchmark rate: Mexico Delivers Second Straight Rate Hike on High Inflation

•   Philippines Benchmark rate: Philippines Leaves Rates Steady, Warns Curbs Limit Recovery

•   Turkey Benchmark rate: Lira Rallies After Turkish Central Bank Keeps Rates on Hold

•   한국 6월 통화 및 유동성: 경제 불확실성 커지자… 기업도 가계도 `현금확보`

•   한국 7월 ICT 수출: 정보통신기술 수출액 195억달러…역대 7월 최고 기록

•   한국 7월 국제금융·외환시장 동향: 7월 외국인 주식자금 30억 달러 빼갔다

•   한국 7월 외국인 증권투자: 7월 외국인 국내주식 3.7조 순매도…상장주식 보유액 감소

•   한국 주간 아파트 가격(부동산원): '매물 없다' 열흘 만에 1억 껑충 ···집값 통제 불능 되나

[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: Delta Variant Dents Oil Demand Recovery While OPEC Expects More Supply

※   IEA: Oil Market Report - August 2021

※   OPEC: MOMR August 2021

•   WSJ: Covid-19 Vaccine Scammers Target Authorities in Dozens of Countries Including Italy and Colombia

•   WSJ: CDC Director Says She’s Struggling to Communicate With Americans About Covid-19 Amid Politics, Mistrust

•   WSJ: Covid-19 Rise, Vaccine Hesitancy Frustrate Doctors in Hospitals Saturated by the Delta Variant

•   WSJ: Israel, Widely Vaccinated, Suffers Another Covid-19 Surge

•   WSJ: U.S. Troops to Evacuate Personnel from Kabul Embassy, Leaving Only Core Staff

•   WSJ: Afghan Taliban Seize Herat, Move Into Kandahar After Taking Ghazni

•   WSJ: Bill Gates Pledges $1.5 Billion for Infrastructure Bill’s New Climate Projects

•   NYT: Dr. Anthony Fauci Says Third Shot of Covid Vaccine 'Likely' in Future

•   NYT: See How Vaccines Can Make the Difference in Delta Variant’s Impact

•   NYT: For Many, Hydrogen Is the Fuel of the Future. New Research Raises Doubts.

※   Energy Science & Engineering: How green is blue hydrogen?

•   NYT: Meet Delta, the good Samaritan robot in an Indonesia village.

•   NYT: Delta Variant Hasn’t Yet Changed Many Return-to-Office Plans

•   WP: In new documentary, WHO scientist says Chinese officials pressured investigation to drop lab-leak hypothesis

•   WP: Bernie Sanders passes legacy defining budget, Republicans call it socialism

•   WP: The Technology 202: Google and Apple face a new threat in the Senate. The House is set to follow.

•   FT: China unveils five-year plan to strengthen control of economy

•   FT: Why central bankers keep their cool over rising house prices

•   FT: Europe’s motley Covid passport protesters find unity in liberty

•   FT: Britain-Ireland freight falls 29% amid post-Brexit trade friction

•   FT: Expect a shift in the politics of Brexit

•   FT: UK recovery built on fragile consumer confidence

•   FT: Fed could start to limit stimulus as soon as this year, says Daly

•   FT: Delta variant drives wave of US employers to mandate vaccines

•   FT: Biden to Opec: Drill, baby, drill

•   FT: Foxconn profit jumps 30% as smartphone demand booms

•   FT: Renewables leader Orsted hit by low wind speeds

•   FT: World’s largest battery maker CATL battles to stay on top

•   Bloomberg: Massive China Port Shutdown Raises Fears of Closures Worldwide

•   Bloomberg: Slowest Vaccine Drive Makes Japan G-7’s Worst Economic Performer

•   Bloomberg: Biden Economic Agenda Confronts Tripwires Everywhere in Congress

•   Bloomberg: U.K. House Surveyors See Prices Rising Due to Supply Shortage

•   Bloomberg: Brazil Central Bank Vows to Do What’s Needed to Tame Prices

•   Bloomberg: Ramaphosa Warns South Africa Faces Long Haul to Tackle Graft

•   Bloomberg: Fed Reverse-Repo Facility Usage Jumps to Record $1.087 Trillion

•   Bloomberg: Half of Lumber Dealers Now Sit on Excess Inventory in the U.S.

•   Bloomberg: Oil Supertankers in Doldrums With Bunker-Fuel Costs High

•   Bloomberg: iPhone Maker Predicts Slowing Gadget Sales Just as Holidays Loom

•   Bloomberg: Chip Hoarding Now in China’s Sights Hits EV Upstart Li Auto

•   Bloomberg: Farmworkers Overheat on Frontlines of Climate Change

•   Bloomberg: Record Climate Spending Is in Reach With Senate Budget Blueprint

•   Reuters: U.S. works with vaccine makers on booster dose for some -CDC director

•   Reuters: U.S. FDA has not seen possible side-effects of COVID shots being studied in EU

•   Reuters: WHO calls on governments to cooperate to accelerate studies into origins of COVID-19

•   Reuters: Moderna doubles size of COVID-19 vaccine pediatric study

•   Reuters: Spending on UK cards rises to 99% of pre-pandemic level

•   Reuters: Vietnam concerned over vaccine supply as COVID-19 cases near record

•   Reuters: India gets below-average monsoon rains for second straight week

•   Reuters: 'Once in 100 years' drought seen affecting Argentine grains exports into next year

•   Reuters: Exclusive-Exxon, Chevron look to make renewable fuels without costly refinery upgrades -sources

•   Reuters: Samsung unit considers building battery plant in Illinois -senator

•   Reuters: Analysis: Extreme weather sounds alarm for under-insured China

•   Reuters: Analysis: Peak OPEC? Climate-focused production shift to pile pressure on pact

•   AP: States that had a grip on COVID now seeing a crush of cases

•   CNN: Welcome to the peak everything market and economy

•   CNBC: Here’s why herd immunity from Covid is ‘mythical’ with the delta variant

•   CNBC: CDC says over 90% of U.S. counties now meet Covid guidelines for masks indoors

•   CNBC: How Biden's spending plans address the UN's dire climate warning

•   SCMP: China’s zero Covid-19 approach sparks debate about long-term impact on economy

•   SCMP: US-China relations: envoys ‘aim to build’ on Wendy Sherman’s Tianjin talks

•   SCMP: New Quad talks strengthen ties among US, Japan, India and Australia

•   SCMP: Climate change: floods and droughts will be greater dangers for China’s growth than earlier thought, UN scientists say

•   SCMP: China’s 2015 yuan reform sent shock waves through financial markets, now it’s ‘learning its lesson’

•   SCMP: China pushes ahead with reform of credit rating sector in campaign to cut financial risk

•   Caixin: Energy Insider: Renewable Power Plants Encouraged to Add Storage, Peak-Shaving Units - Caixin Global

•   Nikkei Asia: Toshiba turns to first Q1 profit in 2 years under interim leader

•   Industrial Vehicle Technology: Lift Truck Issue: Technology’s imprint evolves

•   Industrial Vehicle Technology: Recalculating Autonomous Lift Trucks

•   DIGITIMES: Notebook component suppliers post disappointing 2Q21 results

•   DIGITIMES: Automotive IC supply remains tight

•   DIGITIMES: DRAM prices unlikely to collapse in 2022, says Apacer president

•   Robotics Tomorrow: Labor Shortages Impact on the Automation in the eCommerce Boom

•   Dronelife: Top to Bottom Speed: How the Drone industry is Forging a Disruptive Model in Manufacturing

•   매경(P1): [단독] "페북관리 하라고 8천억 쏟아부은 꼴?"…청년 5만명 채용 디지털일자리 논란

•   매경(P1): 18~49세 백신 예약률 고작 60%

•   매경: "혈전부작용 여전한데 아스트라 백신 연령 낮춘다?…정부 발상이 황당"

•   매경: '집합금지 6주이상' 소상공인에 최대 2천만원 지원

•   매경(P1): 파운드리업체 DB하이텍 매물로

•   매경: 삼성 하이닉스 연중 최저가…공포 휩싸인 반도체시장 흐름 가를 결정적 변수는?

•   매경: "반도체 겨울 온다"…삼성 8만9천원, 하이닉스 반토막 목표주가 나왔다

•   매경: 반도체 폭탄 쏟아내는 외국인 이 종목들만 쓸어담았다

•   매경: 한국 국가경쟁력 30년만에 일본 추월했다…소부장은 여전히 日 우위

•   매경: 물류대란에…정부 "선박 13척 투입"

•   매경: "대체 어떻게 이게 가능하죠?" 갤럭시폴드3에 전문가도 혀 내두른 이유는?

•   매경: "대기자 1만447명, 예상시간 174분" 로또폰에 삼성 사이트 마비됐다

•   매경: "실거래가로 증여세 매긴다고?"…2023년 도입 전 증여 폭증하나

•   매경: 대출가능 6억~9억 아파트 거래 껑충

•   매경: [株머니 주요산업 증시기상도] 바이든의 전기차 플랜…韓 완성차 재평가 기회

•   한경(P1): 세수 믿고 '610조원 초슈퍼예산' 꾸리는 당정

•   한경: '장밋빛 세수' 띄워 또 초팽창 예산…文정부 들어서만 210조 늘어

•   한경: 홍남기 "4차유행 충격 최소화…재난지원금 9월까지 90% 지급"

•   한경(P1): 민간임대사업자 '족쇄'…보증보험 문턱 낮춘다

•   한경: '녹색 원자재' 사볼까…내달 국내 첫 탄소배출권 ETF

•   한경: KDI "美 수준의 강력한 플랫폼 反독점 규제는 시기상조"

•   한경: '뉴삼성 약속' 결실…삼성전자 노사 첫 단협 체결

•   한경: 현대차·KT·카카오 '자율車 원팀'…1100조 시장 잡는다

•   한경: 한국인 3명 중 1명은 쿠팡 쓴다더니…사상 최초 매출 5조원 돌파

•   한경: 울산·경주·포항, SMR 개발 힘 모은다

•   서경(P1): 매물 60개→700개로···자영업자 환란 때보다 줄었다

•   서경: "폐업이 곧 탈출"···주점·철물점·볼링장 업종 안 가리고 '패닉 매물'

•   서경(P1): 건보 재정비상에도···文은 "보장 확대"

•   서경(P1): [단독] '패닉 바잉' 2030···전국서 아파트 54만가구 샀다

•   서경(P1): 모더나 항의 방문 "백신 더 확보해야"

•   서경: 삼바 물량, 국내 우선 도입땐 숨통···"全공정 위탁생산 제안해야"

•   서경: "갤럭시 모든 신제품, 재활용 소재로 생산한다"

•   서경: '가장 싼 5G 스마트폰' 내세워 레드미노트10 5G 출시···LG전자 폰 빈자리 치고 들어온 샤오미

•   서경: 화이자 2차 맞은 고령층 16명 ‘델타 돌파감염’

•   조선(P1): 입법조사처 “노인 일자리 사업이 고용통계 왜곡”

•   조선: ‘세금 알바’가 만든 통계 착시, 60대 이상 취업자 4년새 136만명 증가

•   조선(P1): 델타 퍼지는데… 백신이 버려지고 있다

•   조선: 델타 ‘9가지 변이’로 항체공격 피해… 백신 안맞으면 입원위험 2배

•   조선: 9월이면 ‘접종후 6개월’… 돌파감염 급증 우려

•   조선: 삼성 야심작 갤럭시Z폴드3, 갤노트 빈자리 채울 수 있을는지…

•   조선: [Mint] 기후변화의 주범 석탄 전기수요 늘자 몸값 급등 1년새 3배 넘게 뛰어

•   조선: [Mint] “내리막길 준비하라” 비관론의 습격

•   조선: [Mint] 델타변이에 기상이변까지… 글로벌 공급망 또 휘청

•   조선: [Mint] 미국 CIA·펜타곤도 접속… ‘공공 클라우드’ 전성시대

•   조선비즈: 구글-삼성, 애플-TSMC 동맹 맞서 통합칩 함께 만들고 생산까지

•   조선비즈: 태양광 전력 가격, 文정부서 4분의 1토막… 업계 “이대로면 탄소중립 불가능”

•   조선비즈: 한수원, ESG위원회 발족… “탄소중립 선제 대응”

•   조선비즈: 코로나 확산에 ‘떨이’ 나선 공유오피스… 이용자는 “방역 불안해”

•   중앙: [단독]공직 안한다는데…박용만, 약수동에 개인사무실 연다

•   동아(P1): [단독]與 ‘플랫폼 갑질’ 손본다… 국감서 규제 본격 추진

•   동아: 정부, 방역체계 전환 시뮬레이션중… “9월말 논의 공식화 가능성”

•   문화: 오피스텔·빌라로 밀려나간 세입자들, 이번엔 ‘깡통전세’ 위기

•   한국(P1): 병상 1,000개 늘려도 여유분은 반토막 ... 확진자 폭증에 '병상 절벽' 우려

•   국민: 훼손 우려 산지엔 그만… 태양광 패널 수상·산단서 열기 모은다

•   세계: “北, ICBM·核 실험 아닌 저강도 도발 가능성”

•   한겨레: 새똥으로 태양광 가리기는 가능할까

•   경향(P1): 재택근무 확대?…정부, 거리 두기+α검토

•   머니투데이(P1): 최악으로 가는 코로나에 '더블딥' 공포…8월 금리인상해도 될까

•   머니투데이: 포스코, 한수원과 수소연료전지 발전소 구축한다

•   머니투데이: 美 1조 달러 인프라 투자 임박…두산밥캣 호재 만나나

•   헤럴드경제(P1): 대한민국 제조업 ‘성장엔진’이 식어간다

•   헤럴드경제: 원전 조기폐쇄 ‘배임교사’ 여부 판단…18일 ‘백운규 수심위’에 쏠린 눈

•   아시아경제(P1): 위기의 기업들…금리 1%P 오르면 이자부담 10조 ↑

•   아시아경제(P1): ‘코로나 지원금’ 반도 안 썼는데…금융위, 산은에 2조원 손실 보전

•   디지털타임스(P1): `탕감정부` 빚연체 기록도 없애준다

•   디지털타임스(P1): [뉴스분석] 고등어 이어 우유·과자까지… 장보기, 하반기가 더 두렵다

•   이데일리(P1): 中과 ‘환승이별’하는 韓증시…美와 '커플링'

•   이데일리: 미국의 반중 경제블록 구축…韓中 증시 '마이웨이'

•   이데일리: "D램값 벌써 하락?"…반도체 빅사이클 주기 왜 짧아졌나

•   연합: 오늘도 2천명 안팎…추가 방역조치 검토-광복절 연휴 이동자제 당부

•   연합: 하반기 스마트폰 대전 본격화…삼성·애플에 샤오미까지 참전

•   e대한경제: 이재용 현장 경영 재개…첫 컴백 분야 ‘파운드리’ 유력

•   이뉴스투데이: [단독] ‘블랙아웃’ 위기에 드러난 脫탄소 한계…두 달새 화력발전 2배 늘었다

•   에너지경제: 국산 태양광 모듈, 세계시장 점유율 갈수록 줄어…탄소중립 등 중국에 종속될 가능성↑

•   에너지경제: 급격한 글로벌 탈탄소화…‘탄소중립 LNG’서 생존전략 모색 필요

•   전자신문: [이슈분석] 속도내는 수소경제, 수소연료전지 수요 확대 기대

•   전자신문: [이슈분석] 韓 저렴한 그린수소 공급 준비해야...기술력 제고·해외수입 필요

•   전자신문: [이슈분석] “수소 생산·저장·운송, 美 기업과 협업 필요”

•   전자신문: 지난달 연료전지 전력거래량 '역대 최대'…시장 숨통 트이나

•   전자신문: 반도체 공급 부족에도 '차량용 MCU' 판매액 23% 급증

[Opinions]

•   Project Syndicate(John B. Taylor): The Fed’s State of Exception

•   Project Syndicate(Michael R. Bloomberg): Ending the Drowning Epidemic

•   Project Syndicate(Aida Ponce Del Castillo): The Missing Link in Europe's AI Strategy

•   FT(Editorial Board): China’s worrying build-up of missile silos

•   FT(Editorial Board): EU leads vaccine marathon after losing sprint

•   FT(Amy Kazmin): India’s underemployed eke out a living in the gig work boom

•   FT(John Redwood): Investors need to evaluate the impact of a growing nationalism

•   FT(Lex): US oil production: Texas may not be big enough to ram down prices

•   WSJ(Editorial Board): Joe Biden Wants OPEC to Drill

•   WSJ(Editorial Board): Huawei and China’s Canadian Hostages

•   WSJ(Editorial Board): Biden Has an Inflation Problem

•   WSJ(Joseph C. Sternberg): You’re Already Paying for That $4.5 Trillion

•   NYT(Spencer Bokat-Lindell): Can America Really Drive Its Way Out of Climate Change?

•   WP(Jennifer Rubin): Biden will host an international summit on ‘democratic renewal.’ He should start at home.

•   WP(Lawrence O. Gostin): So Biden wants to boost vaccination rates? He still has many federal levers he can pull.

•   Bloomberg(Editorial Board): Covid-19 Pandemic Shows Need for Better Global Mortality Data

•   Bloomberg(Karl W. Smith): What Another $3.5 Trillion Could Do to Inflation

•   Bloomberg(Max Nisen): We Need Quicker Tests to Contain the Delta Variant of Covid-19

•   CNN(Friso Van der Oord): Tying CEO pay to carbon emissions works. More companies should try it

•   MarketWatch(Paul Brandus): Many Americans aren’t going back to work, but it’s not for the reason you might expect

•   Reuters(Clyde Russell): Asia coal demand surge in stark contrast with U.N. climate warning

•   Reuters(Andy Home): U.S. infrastructure bill targets critical minerals supply

•   중앙(사설): 태양광 의혹, 전면 감사해 법적 책임 물어야

•   경향(강명구): 에너지 전환에 달린 국가 명운