Business Intelligence Monitor 210819

(Introduction)

[Markets]

•   Global: Stocks slide, oil dips as Fed eyes taper by year-end

•   Metals: Copper hits lowest in almost two months as concerns linger

•   Iron ore: Iron ore price lowest since March on Chinese steel curbs

•   Grains: Soybeans fall on technicals, U.S. weather; wheat, corn end firm

•   한국: 코스피 9일만에 반등…기관 순매수·환율 반락 영향

•   한국: 외국인 올 28조원 셀코리아…환율 요동

•   한국: 두산그룹주 상승 우세, 두산밥캣 오리콤 두산퓨얼셀 2% 안팎 올라

[Indicators]

•   US Jul. Housing starts: U.S. Housing Starts Fall More Than Forecast to Three-Month Low

※   New construction declined 7% in July to 1.53 million rate

•   US Weekly Mortgage rates·applications: Mortgage rates hit highest level in a month, and weekly demand drops

•   UK Jun. House prices: UK house prices in June rose at fastest rate since 2004

•   UK Jul. CPI·PPI: UK inflation slows more than expected to 2%

•   Japan Jun. Machinery orders: Japan's June machinery orders fall 1.5%, 1st decline in 4 months

•   Japan Jul. Balance of trade: Japan's exports extend gains, machinery orders fall amid fragile recovery

•   Indonesia Jul. Balance of trade: Indonesia July trade surplus widens as export, import growth slows

•   Chile Q2 GDP: Chile Growth Outpaces Forecasts, Buoyed by Stimulus Spending

•   한국 7월 자동차산업 동향: "반도체만 더 있었어도"…부족 여파에 車 생산 내수 수출 모두 감소했다

[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 Signals Asset Purchases Likely to Slow This Year

※   Fed: Minutes of the Federal Open Market Committee, July 27-28, 2021

•   WSJ: The Politics of Regulation Intrude on Fed Succession

•   WSJ: Delta Variant, Low Covid-19 Vaccination Rates Push U.S. Hospitalizations Higher

•   WSJ: Biden to Tell Nursing Homes to Vaccinate Staffs to Keep Medicare, Medicaid Funds

•   WSJ: Covid-19 Booster Shot to Be Offered to Americans Fully Vaccinated With Pfizer, Moderna

※   Biden administration unveils broad booster program, citing threat posed by Delta variant

•   WSJ: Pfizer’s Covid-19 Booster Shot Improves Immunity, Israeli Study Suggests

•   WSJ: The Delta Variant, Covid-19 Symptoms and Vaccine Efficacy: What to Know

•   WSJ: As Delta Variant Spreads, a Covid-19 Treatment Is in Short Supply

•   WSJ: Pelosi Braces for Showdown With Moderates Over Infrastructure Vote

•   WSJ: Inflation Is Higher in the U.S. Than Elsewhere, but Don’t Panic

•   WSJ: Taliban Is Denied Foreign Aid but Taps Billion-Dollar Drug Trade

•   WSJ: Nvidia’s Gaming Chips Drive Record Quarterly Results

•   WSJ: U.S. Senators Urge FTC to Probe Tesla’s Autopilot Claims

•   NYT: Collapse and Conquest: The Taliban Strategy That Seized Afghanistan

•   NYT: Israel, Once the Model for Beating Covid, Faces New Surge of Infections

•   WP: CDC’s failure to share real-time information on delta variant stymied U.S. response

•   FT: China’s Xi calls for wealth redistribution and clampdown on high incomes

※   “regulate excessively high incomes and encourage high-income groups and enterprises to return more to society”

•   FT: The uncertain lessons of Covid: preparing for the next pandemic

•   FT: Germany’s Baerbock sets out sharp break with Merkel era for Greens

•   FT: Scotland’s deficit balloons to 22% of GDP

•   FT: China and Russia poised to step into the Afghan gap

•   FT: Europe sees risks in large numbers of Afghan refugees

•   FT: Philippines Cuts GDP Growth Outlook as Curbs Stunt Recovery

•   FT: Iran Lifts Production Capacity of Uranium Close to Weapons Grade

•   FT: Japan’s Faster Vaccine Rollout is Good News for the Economy

•   FT: CME in $16bn bid for Chicago exchange rival Cboe

•   FT: Rating agencies caution on corporate debt after US borrowing frenzy

•   FT: Inflation-protected Treasuries charge higher to lead US bond market

•   FT: Weather shocks in Brazil ripple across global commodities markets

•   FT: Google outlines future of its search engine

•   FT: Ozone recovery helps reduce global warming

•   Bloomberg: WTO Says Record Global Trade in Goods Might Be Nearing a Peak

※   WTO: Goods Barometer hits record high, confirming strength of trade recovery

•   Bloomberg: U.S. Households Paying No Income Tax Hit 61% of Total Last Year

•   Bloomberg: U.S. Wealth Inequality: Gap Soars With Jackson Hole Coming at the Top

•   Bloomberg: Merkel Ally Slams U.S. for Afghan Debacle as Tensions Rise

•   Bloomberg: U.S. Reaffirms Commitment to Taiwan After Leaving Afghanistan

•   Bloomberg: IMF Rules Out Afghan Fund Access Before Expected Boost Next Week

•   Bloomberg: Deaths Data Shows 80% of South Africans May Have Had Covid

•   Bloomberg: World’s No. 1 Wealth Fund Braces for Double Inflation Shock

•   Bloomberg: Fed Reverse Repo Facility Usage Climbs to Record $1.116 Trillion

•   Bloomberg: Russia’s Battle Against Inflation Erodes Its Wheat Dominance

•   Bloomberg: Tencent Warns of More China Tech Curbs After Growth Sputters

•   Bloomberg: China Approves Renewable Mega-Project for Green Hydrogen

•   Bloomberg: UAE Sells Another Blue Ammonia Cargo to Japan in Hydrogen Push

•   Reuters: No need for COVID booster jabs for now - WHO

•   Reuters: War over masks deepens in U.S. South where COVID-19 cases are highest

•   Reuters: Fed's Kashkari: 'Reasonable' to taper late this year or early next

•   Reuters: EU solar power generation hits record high

•   Reuters: Exclusive: Council may rule Afghanistan, Taliban to reach out to soldiers, pilots

•   Reuters: Three killed as Afghan protests test Taliban's promise of peaceful rule

•   Reuters: Ford will halt production at U.S. truck plant for week over chip shortage

•   Reuters: Analysis: Green-push dilemma: China's steel curbs could cripple price control efforts

•   CNBC: Booster shots are coming in the fall — but what about people who got the J&J Covid vaccine?

•   CNBC: U.S. should focus on vaccinating the rest of the world before Covid booster shots, says Dr. Vin Gupta

•   CNBC: Huawei vows to return to the smartphone 'throne' despite U.S. sanctions

•   CNBC: China’s Baidu launches second chip and a ‘robocar’ as it sets up future in AI and autonomous driving

•   CNBC: Why gold is a ‘massive buying opportunity’ right now

•   CNBC: Cryptocurrency: Where new bitcoin users are around the world

•   Fox Business: Republicans urge Biden to reverse OPEC plea

•   SCMP: As US turns inward, China looks to expand its role in the Middle East

•   SCMP: Can China boost foreign asset returns to ease impact of economic slowdown?

•   SCMP: How has China’s travel industry been hurt by the coronavirus pandemic, and when will tourism recover?

•   Nikkei Asia: Japan watchdog halts Tsuruga nuclear safety assessment

•   Nikkei Asia: COVID slows Apple and Google production shift away from China

•   Nikkei Asia: Analysis: China begins sending signals that Xi should stay

•   Economic Times: April-June GDP seen 'deceptively high' level of 20 per cent: ICRA

•   Economic Times: Crisil upgrades India Inc's credit outlook to 'positive', says the recovery is broad-based

•   OilPrice.com: U.S. Scientists Make Breakthrough In Nuclear Fusion

•   DIGITIMES: HDI PCB makers see orders surge for mainstream and niche applications

•   연합: 오늘 다시 2천명대…수도권 4단계 재연장 무게속 내일 최종 발표

•   연합: 박기영 에너지차관 "수소경제 이행 기본계획 연내 발표"

※   산업부: 산업부 2차관, 수소경제 첫 현장 행보 실시

•   매경(P1): 가계부채 잡기 新3종세트 나온다

•   매경: 금융당국의 엄포…"주택대출 약정 위반 땐 즉각 대출 회수"

•   매경(P1): [단독] 여의도 아파트 15층 규제 없앤다…성냥갑 대신 다채로운 초고층 아파트

•   매경(P1): 기술개발에 100조 쓰는데 60조 영업비밀 유출로 줄줄 샌다

•   매경: 30~40대 아스트라 잔여백신 싹쓸이하는데…정부 "적극 권고 아니다" 발뺌

•   매경: 3700 간다길래 투자했는데…외국인 폭풍매도에 동학개미 잠못든다

•   매경: 기업가 정신 깨워야 국가도 혁신…작은정부 필요한 시대

•   매경: "모험 감수한 기업일수록 코로나 이후 생존 유리"

•   매경: 대기업 하도급 정규직은 비정규직?…정부가 통계착시 조장하나

•   매경: [단독] 나라빚 초비상인데…여당 600조 슈퍼예산 부추기는 KDI

•   매경: "빚내서 빚갚는다"…3곳 이상 대출 다중채무 저축은행 부실 뇌관되나

•   매경: "5060 꼰대보다 더 싫다…3040 젊꼰에 질려 이직한다"

•   매경: 삼성, 26년만에 르노삼성車 지분 정리

•   매경: K배터리 3사 인재 블랙홀…1년새 2600명 채용

•   매경: [Biz times] 화석에너지 시대가 저문다…'풍력의 메카' 바다로 가라

•   한경(P1): LG, 사내 대학원서 'AI 석사' 배출한다

•   한경: "경영 나선 이재용, 취업제한 위반 아니다"

•   한경: 삼성·LG도 못한 일 해냈다…전기차 업계 뒤집은 스타트업

•   한경: 개미들은 하락장서 빚투…신용융자 25조 넘어 '최대'

•   한경: 내년 종부세 15% 더 걷는다…문재인 정부 5년 만에 16배 폭증

•   한경: '상위 2% 종부세' 밀어붙이는 與

•   한경: '독자행보' 김동연 "안철수 만날 계획 없다"

•   한경: "중대재해법 이대론 안돼…보완 입법 절실"

•   한경: 현대重, 두산인프라코어 품고 건설기계 '글로벌 톱5' 노린다

•   한경: [단독] 두산인프라코어, 3050억에…FI 보유 DICC 지분 20% 인수

•   한경: 역대급 실적에도 파업 위기…"성과급 500%" 파격 제안 나왔다

•   한경: 돈 안되는 사업 솎아낸 LG전자…이젠 돈 되는 일 찾는다

•   한경: D램값 떨어진다더니…1주일 만에 뒤집힌 반도체 전망

※   WSTS: WSTS has published the Q2 2021 market figures

•   한경: 지하철 탈 때 '앉아서 갈 수 있는 칸' 미리 알 수 있다

•   서경(P1): 예치금 2조···코인發 '머지 사태' 터진다

•   서경(P1): 20평 아파트마저···서울 25개구 모두 9억 넘었다

•   서경(P1): [단독] 자영업자 줄폐업에 실업급여 95% 소진

•   서경: 고용기금 올 3兆 구멍나는데 '눈덩이 지출' 예고···결국 국민 주머니 터나

•   서경: 늘어난 실업급여에 '중독'···中企 구인난 가중 악순환

•   서경: "짙어진 S의 공포···양극화에 4%대 성장도 비상"

•   서경: 삼성디스플레이, 스마트폰 전면 카메라 구멍 없앤 ‘UPC’ 기술 공개

•   서경: 후판값 급등에...조선사, 대형 수주에도 적자 '수렁'

•   서경: 삼성, 9월 온라인 시험...SK는 마지막 그룹 공채

•   서경: [사이언스] 친환경 에너지(풍력·수소) '폐기물 난제'···재활용 소재 R&D 속도낸다

•   서경: 종이처럼 접는 디스플레이 시대 성큼

•   서경: [시그널] 부동산 시장 호황에···건설사 자금조달 45% 급증

•   서경: 공매도보다 무서운 자회사 상장..."언제까지 눈뜨고 코 베이나"

•   조선: 정부 “서울 중증병상 628개 남아” 서울시 “실제론 253개”

•   조선비즈: 한은 “디지털 혁신에도 韓 생산성 둔화 역설…무형자본 투자 늘려야”

•   조선비즈: [단독] ‘1人당 25만원’ 국민 88% 재난지원금, 이달 말부터 지급으로 가닥

•   인베스트조선: 또 “부회장님 돌아오면”…쳇바퀴 도는 ‘JY기대감’ 그리고 ‘JY리스크’

•   인베스트조선: 美·EU 미래차 주도권 경쟁에 시한 촉박해진 현대차 미래차 전략

•   동아(P1): 미쓰비시重 채권, 법원이 처음 압류-추심… 징용 실질배상 길 열려

•   동아(P1): 美 “한국-유럽은 아프간과 달라… 미군 감축 안해”

•   동아: 새 아파트 늘자 분당-세종 전셋값 꺾여… “공급이 답” 입증

•   동아: 패널 66%-철광석 56%↑… 원재료값 급등에 “남는게 없다”

•   동아: 대기업 상반기 영업익 105조원… 작년의 2배

•   동아: 서울 신축빌라 ‘깡통전세’ 조심… 4건 중 1건, 집값의 90% 넘어

•   문화(P1): “매출 반 토막” 서울 핵심 상권 사실상 붕괴

•   문화: <파워인터뷰>주한규 “신한울 3·4호기라도 재개해야 原電생태계 유지… 안 그러면 진짜 망한다”

•   문화: <파워인터뷰>“4년간 탈원전 문제 지적해도 묵묵부답… 이념 아닌 사실 기반한 에너지정책 펴야”

•   문화: “코로나 이후 경제회복 과정 ‘금융위기’ 못잖은 충격 가능성”

•   문화: 원안위, 한울 3호기도 재가동 승인

•   한국: 강남구 아파트 이달 하루 매매 0.78건..."증여로 매물 씨가 말랐다"

•   서울: ‘온실가스 35% 이상 감축’ 與 환노위 단독 처리

•   세계(P1): 델타 확산 속 람다 변이 비상… 국내 유입 우려

•   세계: 샤오미에 유럽 1위 내준 삼성, 믿을 건 ‘폴더블폰’

•   한겨레(P1): 주담대 변동금리 최고 4.24%…금리상승 움직임 뚜렷

•   머니투데이(P1): [단독]'이번엔 암모니아'···한화그룹 핵심 (주)한화, '수소 사슬' 합류

•   머니투데이: 탄소중립 강국 가려면?…이산화탄소 포집·전환 기술이 관건!

•   머니투데이: 'CES 2022' 오프라인 개최…"백신 접종자만 오세요"

•   머니투데이: "최근 환율 급등, 7년전 글로벌 금융위기 직후 美 테이퍼링 떠오른다"

•   더벨: 박용만 회장 아들 박재원 상무, 두산중공업으로 이동

•   헤럴드경제(P1): 서울 아파트 거래 절반은 소형...“불가피한 선택”

•   파이낸셜뉴스(P1): '탈원전 과도기' LNG 수입 급증

•   아시아경제(P1): 요기요, ‘라이더 월급 500 이상’ 내걸었다…배달망 확장 ‘박차’

•   아시아경제(P1): [단독] 네이버, 7000억에 예스24 인수 추진…1兆대 '메가딜' 가능성도

•   이데일리(P1): `퇴직해도 일하겠다` 60대 취준생 느는데…정년연장 논의 실종

•   이데일리: 작년 공기업 부채만 400兆…신재생 직격탄 맞은 한전

•   이데일리: [PB의 한수]美금리인상 대비…선제적 대응 나선 자산가들

•   이데일리: [PB의 한수]"신흥국채권·주식 팔고, 强달러 올라타라"

•   뉴시스: [단독]복잡한 연말정산 사라진다…올해부터 'PDF 제출' 생략

•   더구루: 카자흐스탄, 두산중공업에 카라바탄 복합발전소 확장사업 참여 요청

•   에너지경제: 태양광산업 온실가스 배출량 원자력 산업보다 많아

•   전자신문: 대덕전자, FC-BGA 신공장 출하 개시..."24년 3000억 매출 달성"

[Opinions]

•   Project Syndicate(Carl Bildt): The Dangerous Balkan Standstill

•   Project Syndicate(Jim O’Neill): The Taliban and the Dollar

•   Project Syndicate(Djoomart Otorbaev): Friends of the Taliban?

•   FT(Editorial Board): Afghan withdrawal is a blow for Nato and Europe

•   FT(Robert Armstrong): The sudden freak out over Chinese and US retail sales data

•   FT(Kathrin Hille): Huawei woes hide ‘toothless’ US export controls against Chinese tech

•   FT(Anne Richards): Transmission revamp will reshape the financial world

•   FT(Vanessa Houlder): Making the greenest case for hydrogen energy

•   WSJ(Editorial Board): The Global Elite’s Afghanistan Withdrawal

•   WSJ(Editorial Board): The Democratic Food-Stamp Boom

•   WSJ(Editorial Board): China’s Afghanistan Taunt

•   WSJ(Editorial Board): Operation Afghanistan Rescue

•   WSJ(Daniel Henninger): The Taliban Capture Joe Biden

•   WSJ(Lucian A. Bebchuk, Roberto Tallarita): ‘Stakeholder’ Talk Proves Empty Again

•   NYT(Graeme Smith, David Mansfield): The Taliban Control Afghanistan's Economy. What Can the West Do?

•   WP(Editorial Board): The covid-19 boosters have the same goals as the first shots: survival and resilience

•   WP(Max Boot): Biden is wrong. There was nothing inevitable about the disaster in Afghanistan.

•   WP(Paul Waldman): The deep conflict that could produce a Democratic victory in 2022

•   WP(Josh Rogin): Biden must extend his Afghanistan withdrawal deadline — whether the Taliban agrees or not

•   WP(Charles Lane): Biden’s presidency — and U.S. foreign policy — now hinge on pulling off one of the greatest airlifts in history

•   Bloomberg(Daniel Moss): How a Single Covid Case Derailed a Central Bank

•   Bloomberg(Noah Smith): Afghanistan Refugees Are No Economic Threat to Americans

•   Bloomberg(John Authers): Covid Fear's Return in Markets Could Create a Buying Opportunity

•   Bloomberg(Liam Denning): California Can No Longer Wing It With Power Grid

•   Bloomberg(Jonathan Bernstein): Moderates Can’t Prevail in House Democratic Squabble

•   Bloomberg(Tae Kim): Fully Charged: Chip Crisis Shows Signs of Easing, But There's a Catch

•   Bloomberg(Ruth Pollard): China Isn't About to Tuck Afghanistan Under Its Belt and Road

•   CNN(Mark Zandi): Here's what the Delta variant means for the economic recovery

•   매경(송승헌): 탄소중립 달성을 위한 도전 과제

•   서경(사설): 멀쩡한 원전 조기 폐쇄 밀어붙인 책임 끝까지 물어야

•   조선(사설): ‘월성1호 조작 폐쇄’ 배임 행위, 시킨 사람이 없다니