Business Intelligence Monitor 210818

(Introduction)

[Markets]

•   Global: Stocks and oil slide as Delta's spread muddies economic picture

•   Metals: Aluminium higher on weak China supply and US shortages

•   Iron ore: Iron ore prices falling as China reins in steelmaking, battles coronavirus

•   Grains: Soy futures rise on U.S. export demand; wheat retreats

•   한국: 치솟는 환율···셀코리아···'퍼펙트 스톰' 전조인가

※   원·달러 환율 1,176원 돌파 11개월래 최고, 증시 3년 만에 8일거래일 연속 하락

•   한국: 반도체 '투톱' 하락세 주춤…바닥 다지나

•   한국: 두산그룹주 다 내려, 두산 두산퓨얼셀 4%대 두산밥캣 2%대 하락

[Indicators]

•   US Jun. Business inventories: U.S. business inventories rise solidly in June

•   US Jun. Home rental prices: U.S. Single-Family Rents Soar 7.5% in June, Accelerating Pace

•   US Jul. Retail sales·Industrial production: U.S. Retail Sales Fell 1.1% in July as Spending Fell Across Categories

※   Sales are well above pre-pandemic levels, but spending on goods retreated over the month

※   WSJ: Weak Retail Sales Offer Preview of Coming Attractions as Delta Variant Spreads

•   US Aug. NAHB housing market index: U.S. Homebuilder Sentiment Drops to 13-Month Low as Costs Bite

•   US Sep. Oil output(est.): U.S. shale oil output to rise to highest since April 2020

•   Eurozone Q2 GDP(final): Euro zone growth confirmed at 2% in Q2, employment rises

•   UK Jul. Employment: ‘Buoyant’ UK jobs market creates record number of vacancies

•   한국 7월 무역수지(확정): 원유·가스 등 원자재값 상승에 무역수지 적자 우려

•   한국 7월 주택가격(부동산원): [단독] 정부, 서울 아파트값 안 올랐다더니…표본 늘리니 7월 2억 껑충

[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: As Delta Surges, Covid-19 Breakthrough Cases Remain Uncommon

※   WSJ analysis finds higher risk of infection from strain, but research shows that vaccines still protect against most serious illness

•   WSJ: Jerome Powell Says It’s Unclear What Covid-19 Surge Means for Economy

※   ‘The Covid pandemic is still casting a shadow on economic activity,’ the Fed chairman says

•   WSJ: Fed’s Rosengren Says Strong Hiring Will Enable a Reversal in Easy-Money Policies; Kashkari Says Taper Time Is Getting Closer

•   WSJ: Delta Variant Threatens Small Businesses as It Slows Return-to-Office Plans

•   WSJ: Cargo Ships Are Again Idling Off Jammed Southern California Ports

•   WSJ: Asian Nations, Hit by Covid-19 Delta Wave, Tighten Curbs on Movement

•   WSJ: China Set to Pass One of the World’s Strictest Data-Privacy Laws

•   WSJ: China Unveils New Rules Targeting Anticompetitive Practices by Internet Companies

•   WSJ: China Sees Risks in Stepping Into Afghanistan After U.S. Withdrawal

•   WSJ: U.S. Halted Dollar Shipments To Afghanistan To Keep Cash Out Of Taliban’s Hands

•   WSJ: Investors Bet Corporate Spending and Buybacks Will Support Stocks

•   WSJ: BHP Bets on Lower-Carbon World With Petroleum Exit, $5.7 Billion Potash Project

•   WSJ: Ford Wants More Buyers to Order Online and Wait, Rather Than Pick Off the Lot

•   NYT: U.S. to Advise Boosters for Most Americans 8 Months After Vaccination

※   could begin offering third shots as early as mid-September

•   NYT: Taliban spokesman, in first news conference in Kabul, pledges no reprisals.

•   NYT: For America, and Afghanistan, the Post-9/11 Era Ends Painfully

•   NYT: The Taliban Are Back. Now Will They Restrain or Support Al Qaeda?

•   NYT: House leaders will press ahead with a vote to advance a $3.5 trillion budget plan.

•   NYT: Janet Yellen is getting another chance to shape the future of the Federal Reserve.

•   NYT: India’s Covid-19 Numbers Have Fallen. A Third Wave Still Looms.

•   WP: Democrats offer some harsh reviews of Biden on Afghanistan

•   FT: Nato allies urge rethink on alliance after Biden’s ‘unilateral’ Afghanistan exit

•   FT: UK’s hydrogen energy push could be subsidised by taxpayer

•   FT: Pakistan’s glee over Taliban takeover obscures domestic threats

•   FT: Chinese tech entrepreneurs grow wary of foreign funding

•   FT: Alberta’s oil producers hit record output but confront a dim future

•   FT: How extreme weather is hitting airlines

•   Bloomberg: Fed Jackson Hole 2021: Forget Taper, Real Deal for Bonds Is Inequality

•   Bloomberg: U.S. Economy: Americans Aren't Sure What to Make of the Recovery

•   Bloomberg: Yellen Rejects ‘Overinvesting’ Tag for Two-Track Economy Plan

•   Bloomberg: How Many Americans Are Getting Vaccinated? Rates on the Rise

•   Bloomberg: States Are Slow to Spend American Rescue Plan Covid Aid

•   Bloomberg: U.K. Authorizes Moderna Covid-19 Vaccine for Use in Adolescents

•   Bloomberg: JPMorgan Sees U.K. Rate Hike Six Months Earlier After Jobs Data

•   Bloomberg: A Roadmap for China’s Crackdowns Can Be Found in Germany

•   Bloomberg: China Port Congestion Worsens as Ningbo Shuts for Seventh Day

•   Bloomberg: These Charts Show the Crunch Effect at World’s Third-Busiest Port

•   Bloomberg: China Conducts Live-Fire Military Exercises South of Taiwan

•   Bloomberg: Bolsonaro’s Disapproval Reaches Record With Lula Gaining Ground

•   Bloomberg: South Africa Sees Covid-19 Fourth Wave Starting in Early December

•   Bloomberg: New Zealand Goes Into Nationwide Lockdown After One Covid Case Discovered

•   Bloomberg: Deutsche Post Buys Drinks Shipper Hillebrand for $1.8 Billion

•   Bloomberg: China EV Maker Warns Terms Like Self Driving May Mislead People

•   Bloomberg: U.K. Models Hydrogen Drive on Offshore Wind to Reduce Emissions

•   Bloomberg: Biden Pressed to Slash Big-Rig Pollution as Next Climate Target

•   Bloomberg: Investors Get Serious About Nuclear Fusion, Energy’s Eternal Grail

•   Reuters: Biden, UK's Johnson discuss Afghanistan, agree to hold G7 meeting

•   Reuters: Biden approval drops to lowest of 7-month presidency after Taliban takeover

•   Reuters: COVID-19 risks in young adult males may be under-recognized -study

•   Reuters: EXCLUSIVE U.S. plans to extend transport mask mandate through Jan. 18, sources say

•   Reuters: GM workers' historic vote in Mexico tests new trade deal

•   Reuters: Boston Dynamics' backflipping robot shows off new 'parkour' routine

•   Reuters: Analysis: As investors look to Jackson Hole, options markets see 'a lot of nothing'

•   CNN: Child Covid-19 cases have 'steadily increased' since the beginning of July, AAP says, with 121,000 new cases last week

•   CNBC: Delta variant: WHO says some data suggests increased risk of hospitalization

•   CNBC: Post-Covid revenge spending is costing Americans $765 more a month

•   CNBC: Biden administration plan for lowering costs of solar energy

•   CNBC: China may align itself with Taliban and try to exploit Afghanistan's rare earth metals: analyst

•   SCMP: China travel industry hopes of coronavirus recovery dashed by Delta variant, curtailed summer holidays

•   Nikkei Asia: Japan extends virus emergency to Sept. 12 and adds 7 more areas

•   Nikkei Asia: Asia struggles with vaccine passports as delta challenges region

•   Mainichi: Prolonged virus step likely to delay solid Japan's economic recovery

•   Economic Times: Demand rising, but revival to pre-pandemic level needs more time, says RBI

•   Economic Times: Food prices rose less in the second wave of COVID-19: RBI Study

•   Economic Times: Economy recovering, Nirmala Sitharaman keen to push capital spending

•   NZ Herald: Covid-19 coronavirus: Covid transmitted via open doors at Jet Park Auckland MIQ facility

•   DIGITIMES: Small IC shortage disrupting PC supply

•   DIGITIMES: China smartphone market and industry – 2Q 2021

•   Robotics Tomorrow: Why Some Smaller Manufacturers Never Get Started With Automation

•   매경(P1): "D램 내년도 좋다…외국계 우려 지나치다" 이석희 하이닉스 사장 반박

•   매경(P1): 그룹 운용자산만 636조 박현주 "이제야 톨게이트 왔다" 무슨 얘기?

•   매경: "게임 룰이 바뀌었다…韓 기업 추격자 전략으로 못 버틴다"

•   매경: [단독] 스토어닷·K배터리 '맞손'…전기차 5분 완충시대 연다

•   매경: "일할 맛 나겠네"…증권사 과장 상반기에만 18억 받았다

•   매경: 전직원 800만원 지급 택진이형…94억, 상반기 연봉 톱

•   매경: "아파트값 폭등을 우리 탓으로 돌리나" 2030 신용대출 연봉규제에 화났다

•   매경: 상반기 하루 40만명 확진 인도에 무슨 일이?…센섹스지수 사상 최고치 찍었다

•   매경: "비싼 집 팔면 중개사 일 늘어나나" 복비 중재안 놓고 소비자 중개자 와글와글

•   한경(P1): 집값 어쩌나…내년 서울 입주물량 34% 감소

•   한경(P1): 증권맨들 회사 떠나는 이유, 돈도 워라밸도 아니었다

•   한경: 현대건설기계, 물류창고용 수소지게차 개발 나서

•   서경(P1): LGD '중소형 OLED'에 3년간 3.3조 쏜다

•   서경: 투자자들은 금리인상에 베팅···채권형펀드 한달새 1조 유출

•   서경: 脫석탄 선두 獨, 발전소 45년 가동보장···韓은 30년 내 셧다운

•   조선(P1): 찔끔찔끔 오는 모더나 백신… 알고보니 ‘굴욕 계약’

※   복지부: 정부 방미 대표단, 미 모더나 본사 방문결과 발표

•   조선: [단독]연휴 내내 반도체·스마트폰 챙긴 이재용, 다음 행보는?

•   조선: 하락장 뇌관 되나... 사상 최대 빚투 속 반대매매 급증

•   조선: [Money Data] 가상화폐도 녹색바람, 전기 덜 먹는 ‘그린 코인’ 투자 늘어난다

•   조선비즈: 유니슨, 풍력발전 바람 타고 상반기 흑자 전환

•   조선비즈: 삼성전자, 이미지센서 1위 日 소니와 격차 줄였다

•   조선비즈: 정부 차입금 의존도 30% 돌파...국가 재무제표 작성 이래 처음

•   중앙: [View & Review] 태양광 사업자도 코로나 피해 소상공인이라고?

•   중앙: 로보택시 승자는 누구? 현대차·테슬라도 액셀 밟는다

•   동아: ‘델타 변이’ 검출률 85%, 한달반새 25배 급증

•   문화: 전혀 속도 못내는 오세훈 시장의 ‘스피드 재건축’ 공약

•   문화: 정부 ‘탄소중립’ 일방통행에… 산업계 “날림 강행”

•   문화: ‘매도 폭탄’ 부추기는 외국계 보고서 신뢰도 도마에

•   국민: ‘동네북’ 다주택자… 알고보니 ‘집값 원흉’ 근거 불명 [스토리텔링경제]

•   서울(P1): 소상공인 희망회복자금 첫날 “희망자금 아닌 희망고문”

•   한겨레: 안철수-김동연 연대 ‘제3지대’ 판 키우나

•   경향: 증시 불안…“조정”, “제한적” 엇갈리는 전망

•   머니투데이(P1): 조선3사 상반기 '3조' 적자…수주 목표 80% 달성했는데 왜?

•   머니투데이(P1): '599조 vs 602조' 내년예산 샅바싸움…곧 결판난다

•   머니투데이(P1): 서울시 절반 크기가 외국인 땅…외국인은 '투기규제프리존'?

•   머니투데이: 반도체업황 둔화 우려에 4차대유행…금리결정 방정식 복잡한 한은

•   머니투데이: "4.24%까지 뛴 주담대 금리"…코픽스 1년2개월來 최고치

•   머니투데이: '빚덩이' 서민금융진흥원도…공공기관 부채 600조시대 빨라진다

•   머니투데이: 의협 "3040 AZ백신 접종, 우려…예방 효과 대비 위험성 높다"

•   머니투데이: "백신 부작용이 감염보다 두렵다" 60~74세 미접종자 예약률 23%

•   머니투데이: 갤럭시Z폴드3 사흘간 써보니…만족스러운 '기능', 아쉬운 '이것'

•   더벨: 두산중공업, 만기개선 안간힘…유동성 관리

•   헤럴드경제(P1): 4차 대유행 반영 ‘3차추경 가능성’

•   헤럴드경제(P1): 전국민 “주거 안정” 인식 절반 그쳐

•   헤럴드경제(P1): ‘대변혁의 시간’ 헤럴드기업포럼2021 [알림]

•   헤럴드경제: 세계 각국은 자국산업보호 사활...국내는 ‘오잉크 리스크’ [제조업 성장엔진이 멈춘다 ②강성노조에 그물망 규제]

•   헤럴드경제: 고임금에 생산성은 제자리...기업 부담 커진다 [제조업 성장엔진이 멈춘다 ②강성노조에 그물망 규제]

•   헤럴드경제: 대선주자들 너도나도 ‘反기업법’ 공약만... [제조업 성장엔진이 멈춘다 ②강성노조에 그물망 규제]

•   헤럴드경제: 삼성, 업계최초 ‘AI 설계 반도체’ 양산 도전

•   헤럴드경제: “지금 사야 돼”…생애 첫 주택구매 급증

•   파이낸셜뉴스: 한국 근로시간 9% 줄어들 때 임금은 35% 늘었다

•   파이낸셜뉴스: 신재생 에너지·해외 원전서 새 돌파구 찾는다

•   아시아경제: [단독]국민지원금, 거주 시군에서만 사용…12월 말까지 소진해야

•   이데일리: 세계 공장은 이젠 '아세안'…"조속한 FTA 발효해야"

•   연합: 오늘 1천800명 안팎, 연휴뒤 급증세 우려…수도권 4단계 재연장되나

•   연합: 한경연 "韓 경제 잠재성장률 하락세 가팔라…역성장 우려"

•   뉴시스: 대기업, 인력 40% 해외서 고용…삼성, 국내 늘리고 해외는 줄였다

※   두산중공업은 6721명에서 5587명으로 1년 새 1134명이 회사를 떠났다

•   더구루: [단독] '칩 부족 재현' 현대차, 美 앨라배마공장 감산…17일 부터 '1교대'

•   더구루: "뉴스케일 SMR, 日 에너지시장 대안"

•   비즈니스포스트: 두산밥캣 두산 현금창출원으로 자리매김, 미국 인프라투자로 힘받아

•   에너지경제: 한전 중장기 재무계획 벌써 ‘삐끗'?…"갈수록 비용부담 커져 앞길 막막"

•   에너지경제: 영농형 태양광 정책 "목표 따로, 현실 따로"…탄소중립 이행방안 '발목'

•   에너지경제: 풍력발전 확산에 부품 폐기물 처리 과제로 떠올라…"대책 마련 시급하다"

•   에너지경제: "에너지 미래 ‘해상풍력’ 시장에서 찾아라"

※   kotra: 미국 재생에너지 시장 및 에너지 전환 동향

•   전자신문: [이슈분석] '계륵'이었던 MCU, 대만 파운드리 입김 세졌다

•   전자신문: [이슈분석]국산 MCU로 새로운 선택지 제시..."파운드리와 협력도 확대돼야"

•   전자신문: [산업리포트]떠오르는 '전기차 충전시장'...대기업이 뛰어든다

•   전자신문: ESS·청정수소 PD직 신설된다…정부, 에너지 R&D 강화

•   전자신문: 조선업계, 업황 살아나자 설비 투자 집중

•   ZDNet Korea: AMD, 올 2분기 서버·노트북용 칩 시장 점유율 확대

[Opinions]

•   Project Syndicate(Fawaz A. Gerges): Terror and the Taliban

•   Project Syndicate(Brahma Chellaney): Pax Americana Died in Kabul

•   Project Syndicate(Jeffrey D. Sachs): Blood in the Sand

•   Project Syndicate(Charles C. Krulak, Alex Friedman): The US and China Are Not Destined for War

•   FT(Editorial Board): Israel’s worrying fourth wave

•   FT(Editorial Board): A 50-year quest for monetary stability

•   FT(Martin Sandbu): Class conflict is back at the core of economics

•   FT(Sarah O'Connor): Cutting pay for remote workers is a risky move

•   FT(Ben Hall): Macron eyes victory over Covid vaccine pass protesters

•   FT(Henny Sender): The stark disconnect between India’s macro outlook and markets

•   FT(Elaine Moore): Big Tech wants its workers back in the office

•   FT(Stephen Beer): ESG must learn from the tech bubble — returns matter

•   WSJ(Editorial Board): Biden to Afghanistan: Drop Dead

•   WSJ(Mike Pence): Biden Broke Our Deal With the Taliban

•   WSJ(Holman W. Jenkins, Jr.): Biden’s Eyes-Open Debacle

•   WSJ(William A. Galston): Biden Has Trouble at Home, Too

•   WSJ(Dan Crenshaw): The ‘Endless Wars’ Fallacy

•   WSJ(Thom Tillis): Partisan Debt, Bipartisan Debt Limit?

•   NYT(Paul Krugman): The Bad Economics of Fossil Fuel Defenders

•   NYT(Paul Krugman): Who Created the Renewable-Energy Miracle?

•   NYT(Ashley Jackson): How Will the Taliban Rule? Here’s the Early Evidence.

•   NYT(Katharine Hayhoe, Friederike Otto): What Cutting-Edge Science Can Tell Us About Extreme Weather

•   WP(Paul Waldman): Not every Republican governor is a covid extremist

•   WP(Leana S. Wen): Johnson & Johnson vaccine recipients are left in the dark on booster shots. They deserve better.

•   Bloomberg(John Authers): Inflation Cherry-Pickers Can't Drown Out the Noise

•   Bloomberg(Jonathan Bernstein): What Did Joe Biden's Afghanistan Speech Achieve?

•   Bloomberg(Tae Kim): Apple's Next IPhones Cater Deftly to Creators and Influencers

•   Fox News(Brian Mast): Biden's Afghanistan catastrophe proves he does not deserve title of 'commander in chief'

•   Reuters(John Kemp): Funds sell oil as coronavirus infections rise

•   Reuters(Andy Home): Funds unimpressed by mounting copper supply disruption

•   서경(구자균): 전기산업도 국가전략기술 포함돼야

•   파이낸셜뉴스(사설): 요지경 태양광 사업, 일벌백계 본때 보여야