Business Intelligence Monitor 210817

(Introduction)

[Markets]

•   Global: Investors scratch out stock gains while weighing covid concerns

•   Metals: Copper retreats on demand worries after Chinese data

•   Grains: Wheat hovers near 8-1/2-year high on global supply concerns

[Indicators]

•   US Aug. Empire State manufacturing index: N.Y. Fed's Empire State manufacturing business index declines in August

•   China Jul. Industrial production, etc.: China’s Economic Recovery Is Losing Steam

※   Monthly indicators of industrial, consumption and investment activity all fall short of expectations

※   WSJ: China’s Slowdown: Looking Through Delta and the Flood

•   China Jul. House prices: China’s home price rises 0.3% in July, slowest gain in 6 months

•   Japan Q2 GDP: Japan’s Economy Expands Slightly in Second Quarter

※   In the April-June quarter, the Japanese economy expanded 0.3%

•   India Jul. WPI: India's WPI inflation in July eases to 11.16% YoY

•   Canada Jul. Home sales: Housing Market Tightens in Canada After 4th Monthly Sales Drop

[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: Fed Officials Weigh Ending Asset Purchases by Mid-2022

※   Federal Reserve officials are nearing agreement to begin scaling back their easy money policies in about three months

•   WSJ: Transcript: Fed’s Rosengren Sees Strong Growth Ahead for U.S. Economy

•   WSJ: Pfizer, BioNTech Seek FDA Clearance for Covid-19 Booster

※   Early-stage study shows third dose of vaccine offers a higher level of protection, companies say

•   WSJ: Nancy Pelosi Looks at Advancing Infrastructure and Budget Framework Simultaneously

•   WSJ: Companies Are Hoarding Record Cash Amid Delta Fears

•   WSJ: Malaysia’s Prime Minister Steps Down Amid Covid-19 Criticism

•   WSJ: BHP Considers Sale of $15 Billion-Valued Petroleum Business

•   WSJ: Tesla’s Autopilot System to Be Probed by U.S. Auto Safety Regulator

•   WSJ: Tesla’s Ascent Can’t Remain on Autopilot

•   WSJ: Facebook Backs Underwater Cable Projects to Boost Internet Connectivity

•   NYT: The Taliban take over the presidential palace.

•   NYT: Afghans storm Kabul’s airport in a desperate bid to escape.

•   NYT: An Iconic Bridge Sees U.S. Allies Flee Afghanistan as the Soviets Did

•   NYT: Read the full transcript of President Biden’s remarks on Afghanistan.

•   NYT: Janet Yellen Gets a Chance to Shape the Fed, This Time From Outside

•   NYT: Delta Surge Drives Home Painful Truth: Covid Isn’t Going Away

•   NYT: Covid Vaccines Produced in Africa Are Being Exported to Europe

•   WP: America’s failure to pay workers time off undermines vaccine campaign, according to surveys, policy experts

•   WP: Bolsonaro worked to shake Brazil’s faith in vaccines. But even his supporters are racing to get shots.

•   FT: GSK and CureVac’s second vaccine yields stronger response

•   FT: Vaccine patents battle intensifies as poor nations struggle in war on coronavirus

•   FT: Shipping bottlenecks set to prolong supply chain turmoil

•   FT: Betting on nuclear: Poland’s plan to kick its coal habit

•   FT: Business welcomes relaxation of Covid self-isolation rules in England

•   FT: Holiday vouchers on offer for young to boost vaccine uptake

•   FT: Tropical Storm Grace makes landfall in Haiti as it reels from earthquake

•   FT: Who are the Taliban 2.0?

•   FT: China to ‘respect choices of Afghan people’ following Taliban takeover

•   FT: Investors pivot from ecommerce to chips to avoid China crackdown

•   FT: China green energy stocks clean up after Beijing crackdown

•   FT: The dangers of promising a green jobs boom

•   Bloomberg: The Fed May Run Into a Phillips Curve Problem Once Again

•   Bloomberg: Fed’s Kashkari Wants ‘Few More’ Strong Job Reports Before Taper

•   Bloomberg: Biden to Resume Oil, Gas Drilling-Rights Sales as Appeal Unfolds

•   Bloomberg: BOE’s Inflation Alarm Deemed Overly-Cautious by Economists

•   Bloomberg: U.K. House Prices Cooling at Top End of Market, Rightmove Says

•   Bloomberg: Japan To Extend Virus Emergency to Mid-September, Sankei Says

•   Bloomberg: China Vows Employment Support as Labor Market Under Pressure

•   Bloomberg: Businesses in Hong Kong Slam Tightened Covid Travel Curbs

•   Bloomberg: Delta Placing Australia’s Covid-Zero Strategy at Breaking Point

•   Bloomberg: Indian Fuel Sales Recovery Largely Intact as Delta Ravages Asia

•   Bloomberg: Russia’s Fight Against Inflation Is Winning Over Bond Investors

•   Bloomberg: Thailand Cuts 2021 GDP Growth Forecast on Worst Covid Wave

•   Bloomberg: Left-Wing Candidate Boric Edges Ahead in Chile Poll; Peso Falls

•   Bloomberg: Maduro to Request U.S. Sanction Talks in Opposition Negotiation

•   Bloomberg: PBOC Rolls Over More Policy Loans Than Expected to Boost Growth

•   Bloomberg: Leveraged Bet on Homebuilders Is Surging in Hot Housing Market

•   Bloomberg: Fed Tells Judge Scrapping Libor Too Soon Would Spur Market Chaos

•   Bloomberg: EV Makers Eye Bigger Battery-Metals Role by Inking Mining Deals

•   Bloomberg: U.S. Container-Ship Bottleneck Lurches Near Its February Record

•   Reuters: OPEC+ sees no need to meet U.S. call for more supply, sources say

•   Reuters: U.S. declares historic Western water shortage, triggering cuts

•   Reuters: Higher inflation target could trigger jobs boom, former Fed staffers say

•   Reuters: As Delta spreads, some travelers double up on COVID-19 vaccine in U.S.

•   Reuters: U.S. shale oil output to rise to highest since May 2020

•   Reuters: UK review finds COVID-19 shots do not raise risk of miscarriage

•   Reuters: China's new local COVID-19 infections fall for sixth day

•   Reuters: EXCLUSIVE Brazil's lower-carbon oil projects can lure majors, lift sales -official

•   Reuters: Siemens Smart Infrastructure targets acquisitions to speed growth

•   CNBC: Retail sales likely dipped in July as consumers cut spending amid Covid worries

•   CNBC: Rosengren backs tapering this fall but no rate hikes until job market improves

•   CNBC: UBS names 7 stocks set to pop on the green hydrogen theme

•   MarketWatch: Will Afghanistan collapse tarnish the U.S. dollar and other assets?

•   MarketWatch: Americans are creating their own vaccine mandates by cutting ties with the unvaccinated

•   MarketWatch: ‘Bubble-like behavior’ unlikely to destabilize the stock market, but JPMorgan says value will prove a ‘cushion’ as yields rise

•   SCMP: China aims to use space-based solar energy station to harvest sun’s rays to help meet power needs

•   Nikkei Asia: Hitachi targets market for verifying carbon neutral factories

•   Nikkei Asia: Thailand's COVID crisis exposes the reality of '2% unemployment'

•   Economic Times: Inflation to be within target range in FY22: FM

•   Economic Times: Rural India back with a bang, leaves cities behind in consumption

•   Economic Times: India's real GDP growth in first quarter seen at 14.2-23.3 per cent

•   Construction Equipment: Construction Inputs Up 23% Over 2020

•   DIGITIMES: Apple orders account for over 20% of TSMC total wafer revenue

•   MIT News: Inflatable robotic hand gives amputees real-time tactile control

•   MIT News: Energy storage from a chemistry perspective

•   Dronelife: Swoop Aero’s Kite: Next Level Air Logistics Platform

•   매경(P1): '로봇개' 보스턴다이내믹스 창업자 온다

•   매경(P1): '정의란 무엇인가' 샌델의 일침…"한국 입시과열이 불공정 초래"

•   매경(P1): 업비트 빗썸 코인원 코빗도 불안하다…정부 "요건 갖춘 코인거래소 한 곳도 없다"

•   매경: 부동산에 AI 속속 결합…재개발 설계 바꿔 500억 추가 수익

•   매경: '메타버스' 활용해 집 둘러보고 계약까지…비대면 부동산시대 성큼

•   매경: 기업가 정신에 ESG 담겨야…급변하는 환경 속 선제 대응을

•   매경: "韓 최대위기는 부동산 과열·성장동력 상실"

•   매경: 부동산·주식 역대급 '불장'에 코로나 이후 더 걷힌 세금 33조

•   매경: 연휴 잊은 삼성전자…美파운드리 170억달러 투자 백신 공급 인수합병 논의 본격 나섰다

•   매경: 애플 샤오미 물리칠 비장의 무기…삼성 갤럭시 폴드 탄생 뒤엔 이 기술이…

•   매경: 한화, 수소·우주항공 '쌍끌이' 공략 나선다

•   매경: "1인당 1억3천보다 더 낸다고"…강남 재건축 단지 초과이익 환수 쓰나미 덮칠판

•   매경: "코로나 4차 대유행 맞나"…사흘간 10만명 제주 다녀갔다

•   한경(P1): 복비 확 낮춘다…9억 아파트 사고 팔때 810만→450만원

•   한경(P1): 폐배터리 대전

•   한경: "폐배터리서 '도시 채굴' 안 하면 오일 쇼크급 충격 올 수도"

•   한경: 니켈·코발트 확보 나선 배터리업계의 '화두'…"채굴부터 ESG 경쟁력"

•   한경: 현대차·테슬라·LG·SK 앞다퉈 참전…87조 '미래 먹거리' 정체

•   한경(P1): 증권맨, 여의도 떠나 판교로…'인재 블랙홀' 된 유니콘기업

•   한경: 문재인 정부 '부자 증세'…고소득자 세금 16조 더 걷었다

•   한경: "스톡옵션 줄테니 와라"…애널리스트 쓸어가는 바이오 기업

•   한경: 美서도 IB맨 인기 '뚝'…"테크기업 가서 워라밸"

•   한경: "퇴근 새벽 2시, 이젠 지쳤다"…고연봉 마다하고 떠나는 인재들

•   한경: 中 '규제 칼날'에…IT 돈줄 마르고 반도체엔 뭉칫돈

•   한경: "원전 없이 탄소중립" 외친 獨…석탄발전 의존 더 심해졌다

※   Economist: Can Europe go green without nuclear power?

•   한경: 한은, 이달 금리 올릴까…'4대 변수'에 고심

•   한경: 환율 치솟자 '달러 매도' 러시

•   한경: '반도체 위기론' 데자뷔

•   한경: 배터리·신소재, 新산업 역대급 질주…韓기업 선제 투자 빛났다

•   서경(P1): 리튬값 2배 급등···K배터리가 흔들린다

•   서경: "내년까지 원자재값 폭등 가능성"···전기차·배터리 미래전략 차질

•   서경: 中企 "수입 물가 올랐지만 납품단가엔 반영 못해"

•   서경: 기업대출 70%가 변동금리···1% 뛰면 이자 부담은 10조

•   서경(P1): [단독] 585조 나라곳간 풀더니··· 올 '2차 추경(34조)'만큼 못 썼다

•   서경: 제2 쿠팡 찾아라···한국서 '유니콘 원석' 캐는 글로벌 벤처캐피털

•   서경: 백신 수급 불안 속 부스터샷 변수···18~49세 예약률도 60% 그쳐

•   서경: 델타 이어 '람다' 공습···日·필리핀 등 31개국 확산

•   서경: 신인석 前 금통위원 "한은, 기업 유동성 제공하도록 재정손실 부담 의무화해야"

•   서경: 베트남 락다운 연장...삼성전자, 가동률 40%까지 하락 '속앓이'

•   서경: '패닉 셀'에 커진 적정주가 괴리율···삼성전자 36%·SK하이닉스 51%

•   서경: 코스피 반등할까···개인 '곱버스' 팔고 '레버리지' 담았다

•   서경: "임대차법이 문제···집값 하락요인 찾기 어렵다"

•   서경: [시그널] 3조 상환 눈 앞···두산그룹, 채권단 체제 10월 조기졸업 '청신호'

•   조선(P1): 6월 초단기 근로자 130만명 역대 최대

•   조선: “하루 확진자 40만명 넘던 인도… 자체생산 백신 덕에 3만명대로 줄어”

•   조선: 반도체 5兆 내다 판 외국인, 2차 전지는 샀다

•   조선비즈: 직계약 AZ백신 110만회분, 내일 SK바이오 안동공장서 추가 출하

•   조선비즈: 기준금리 인상 앞두고 은행채 발행 증가… 대출이자 부담 커지나

•   조선비즈: 한경연 “10년간 월급 2%씩 오를 때, 소득세·건강·고용보험료 5% 넘게 인상”

•   조선비즈: 파업이냐 합의냐, HMM 임단협 운명의 한주… 곳간 키 쥔 산은이 관건

•   조선비즈: [단독] 서울시, 부동산 이상거래 실시간 감시 시스템 만든다

•   중앙: AZ 잔여분 vs 한달 뒤 화이자·모더나…3040 뭐가 이득일까

•   중앙: 안철수의 “어떤 분이든”은 김동연? 제3지대 몸집 불리나

•   중앙: 화학과 교수가 만든 탄소 포집장치…호주는 정부가 팔 걷었다

•   동아: “집단면역 기준, 접종률 70%서 높일 수도”

•   한국(P1): 카카오공화국의 그늘... 문어발 넘어 '지네발' 될라

•   한국: 금융도 접수 나선 카카오… "메기라더니, 연못 다 삼킬라" 우려도

•   한국: 국내 빅테크 보고 있나… 구글·아마존 독과점 폐해 정조준하는 미국

•   한국: 구멍 숭숭 탄소중립 2050 시나리오 … "이걸로 토론한다고요?"

•   한국: [단독] 공정위 조사방해 대기업들 대대적으로 손보는 검찰

•   경향: 비정규직, 노동시간 ‘뚝’ 임금격차 ‘쑥’

•   머니투데이(P1): [단독] 마통 한도 '연봉' 이하로 끊긴다

•   머니투데이(P1): '1.8조 사상 최대 적자'에 파업 초읽기…전국 지하철 멈추나

•   머니투데이: 7월 실직자 150만, 19개월만에 최저인데…코로나 대유행 어쩌나

•   머니투데이: 모건스탠리 한마디에 삼성전자 10조 '순삭'…"이재용 3년 전 발표가 해법"

※   Morgan Stanley: Global Semiconductor: Memory – Winter Is Coming

•   파이낸셜뉴스(P1): 조여도 가계빚 폭발… 취약층 돈줄만 끊었다

•   파이낸셜뉴스(P1): 임기말이 연금개혁 적기.. 때놓치면 연금대란 온다

•   파이낸셜뉴스: [단독]작년 증시 좋았는데… 정부 기금 수익률은 떨어졌다

•   파이낸셜뉴스: "집값 아직 꺾일 때 아냐… 안정화 해법은 금리보다 거래세 인하" [자산시장 전문가 진단]

•   파이낸셜뉴스: "반도체 불안에 외국인 짐싸는 증시… 단기간 반등은 어려워" [자산시장 전문가 진단]

•   파이낸셜뉴스: 대기업 백신 2차접종 '들쭉날쭉' 정부, 4주→6주→4주로 또 변경

•   파이낸셜뉴스: "수도권 수주는 대형사만의 리그" 지방으로 눈돌린 중견건설사들

•   디지털타임스(P1): 밑빠진 4대 보험, 文정부 22조 적자

•   디지털타임스(P1): 저임금에 중도퇴사 속출… 혈세만 줄줄 샌 `재정일자리` 사업

•   이데일리(P1): [단독]JY의 삼성, 사법 리스크 원천 봉쇄한다

•   이데일리: 삼성의 새 '준법 모델'…재계 '모범사례' 넘본다

•   이데일리(P1): 규제 태풍에 中 피하는 투자자들…韓에 기회 왔다

•   이데일리: “신고가보다 3억 더 달라”…거래절벽에도 ‘배짱호가’

•   이데일리: 작년에도 458명 숨졌다…코로나 만큼 무서운 `건설 산재`

•   연합: 오늘 1천400명 안팎…휴가철-광복절 연휴 끝나면서 추가 확산 우려

•   뉴시스: 수소모빌리티쇼조직委, 'H2 어워드' 본선진출 10개사 발표

•   e대한경제: [단독]소주성특위도 文 정부 주택정책 ‘쓴소리’

•   더구루: 체코, 한수원·EDF·웨스팅하우스 원전 안보 평가 착수

•   데일리안: 두산중공업, 연간 ‘8조 수주 시장’ 내다보는 이유

•   에너지경제: 신재생에너지 속도전에 넘쳐나는 REC…"셋 중 하나는 내년까지 못 팔면 휴지조각"

•   에너지경제: 발전공기업, 한전 상반기 적자에 웃지도 울지도 못하는 처지

•   에너지경제: 뒤쳐진 도시가스 넷제로…"기업특성 고려한 전략 찾아야"

•   전자신문(P1): 중소형 OLED '8세대' 전환…삼성·LG, 연내 투자계획 가시화

•   전자신문: LG베스트샵 '아이폰' 판매 개시… 접근성·상담 전문성 강화

•   전자신문: 한은, 외부데이터 활용 편의성 높인 '조사연구플랫폼' 가동

[Opinions]

•   Project Syndicate(Charles A. Kupchan): Biden Was Right

•   Project Syndicate(Luanda Mpungose): The BRICS’ Lagging Vaccine Diplomacy

•   FT(Editorial Board): The world must be ready for the Afghan exodus

•   FT(Gideon Rachman): Afghanistan is now part of the post-American world

•   FT(Ruchir Sharma): How the US tech giants could fall

•   FT(Edward Price): Actually, it doesn’t matter who runs the Fed

•   WSJ(Walter Russell Mead): Biden’s Chamberlain Moment in Afghanistan

•   WSJ(William McGurn): Afghanistan Reveals All the President’s Weaknesses

•   WSJ(Michael Segal): Follow Your Nose to Herd Immunity

•   WSJ(Paul Wolfowitz): Afghans Need an ‘Underground Railroad’

•   NYT(Editorial Board): The Tragedy of Afghanistan

•   NYT(Thomas L. Friedman): On Afghanistan and the Taliban, Biden Could Still Be Right

•   NYT(Bret Stephens): Biden owns the moment. He’ll also own the consequences.

•   WP(Catherine Rampell): America has time for one last honorable act: Getting our allies out of Afghanistan

•   WP(Michael Gerson): Biden’s choice to follow through on Trump’s Afghanistan withdrawal is a catastrophe

•   Bloomberg(Editorial Board): Businesses in Hong Kong Slam Tightened Covid Travel Curbs

•   Bloomberg(Tyler Cowen): Businesses in Hong Kong Slam Tightened Covid Travel Curbs

•   Bloomberg(John Authers): Gold Standard Redux? Not Without an Inflationary Crisis First

•   Bloomberg(Jonathan Bernstein): Biden’s Approval Rating Takes Its First Little Dip

•   Bloomberg(Andreas Kluth): Angela Merkel's Successor Should be Markus Soeder Not Armin Laschet

•   MarketWatch(Paul Brandus): Afghanistan will not define Joe Biden’s presidency

•   Fox News(Liz Peek): Biden failing – as crises mount, Americans turn gloomy. Here's why

•   머니투데이(김민교): 코로나19가 로봇시장에 미친 영향

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