Business Intelligence Monitor 210820

(Introduction)

[Markets]

•   Global: Taper talk, Delta cases push down oil, boost dollar

※   Oil fell to its lowest levels since May

•   Metals: Copper slides as China, Fed and COVID-19 trigger sell-off

•   Iron ore: Iron ore price dives 13% on Fed, Chinese growth worries

•   Grains: Corn, soy sag on broad commodities weakness; U.S. rains eyed

•   한국: 美 테이퍼링 우려에 코스피 급락…4개월여만에 3,100선 하회

※   매경: "외국인 정말 겁나게 던지네…이제라도 손절해야 하나" 코스피 3100선 붕괴, 동학개미 잠못든다

•   한국: 두산그룹주 약세, 두산중공업 두산인프라코어 두산밥캣 6% 안팎 내려

•   한국: 정부 개입 '하루 약발'…또다시 치솟은 환율, 8.2원 올라 1176원

[Indicators]

•   US Q2 Mortgage delinquency: Mortgage Delinquencies Sink to Pandemic Low as U.S. Jobs Return

•   US Jul. Leading economic indicators: U.S. leading indicator points to further economic recovery in July

•   US Aug. Philadelphia Fed manufacturing Index: Philly Fed factory index falls in July to lowest since December

•   US Weekly Jobless claims: U.S. Jobless Claims Fell to Pandemic Low of 348,000 Last Week

•   Japan Aug. Reuters Tankan index: Japan's factory mood hits 3-1/2-year high Tankan

•   Indonesia Benchmark rate: Indonesia's central bank keeps rates at record lows, prepares for U.S. tapering

•   Argentina Jun. Economic activity: Argentine Economy Rebounded More Than Expected in Reopening

•   Canada Jun. Mortgage debt: Canada's Housing Market: Mortgage Debt Is Rising at Its Fastest Pace Since 2007

•   한국 2분기 가계동향: 재난지원금 걷어내니 드러난 민낯…가계소득 줄고, 분배 악화

•   한국 2분기말 국제투자대조표: 해외주식 보유 637조원…1년새 50% 급증

•   한국 2분기 대외채권·채무: 단기외채 비율 2.1%P 상승… 상환능력 악화 우려

•   한국 6월말 원화대출 연체율: 은행대출 연체율 최저…금융 지원 착시 효과?

•   한국 7월 생산자물가: 폭염·유가 등에 7월 생산자물가 0.7%↑…9개월째 상승

•   한국 주간 아파트 가격(부동산원): 수도권 집값 5주째 최고…"공급물량 부족해 내년까지 오를 것"

[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: U.S. Tightens Focus on China After Afghanistan Withdrawal

•   WSJ: Confidential State Department Cable in July Warned of Afghanistan’s Collapse

•   WSJ: China Closes U.S. Auditor as Tensions Mount Over Forced Labor Allegations

•   WSJ: Putin Rejected Role for U.S. Forces Near Afghanistan at Summit With Biden

•   WSJ: Toyota to Cut Output as Chip Shortage Finally Catches Up to It

※   Car maker says it will cut production in Japan by 40% in September

•   WSJ: The CEO Wants Staff Vaccinated. He Also Worries They Will Quit.

•   WSJ: Delta Variant Looms Over Rebound in Clothes Shopping

•   WSJ: Amazon Plans Retail Locations Akin to Department Stores

•   WSJ: Why Amazon is Getting More Physical

•   WSJ: Facebook Hit With New FTC Antitrust Lawsuit

•   WSJ: Intel CEO Calls Chip Maker ‘Willing Buyer’ as Semiconductor Industry Consolidates

•   WSJ: Chinese Bad-Debt Manager Huarong to Be Bailed Out by State-Owned Companies

•   NYT: First Resistance to Taliban Rule Tests Afghanistan’s Uncertain Future

•   WP: Biden administration faces big choices as economic calamity hangs over Afghanistan

•   FT: Economists trim forecasts and investors feel jitters over Delta variant

※   Goldman Sachs cuts quarterly US growth outlook to 5.5%

•   FT: Are vaccines becoming less effective at preventing Covid infection?

•   FT: Chaos of Kabul exposes faultlines in UK-US special relationship

•   FT: The real opportunity of Brexit

•   FT: The last days of the ‘New Afghanistan’

•   FT: Nvidia admits bid for Arm likely to stretch beyond 18-month deal timeframe

•   FT: Just when you thought the chip shortage was over . . .

•   Bloomberg: Pandemic’s $16 Trillion Bill Will Come Due as Debt Surges: Fitch

•   Bloomberg: Chip Crisis Threatens to Cut Auto Output by 7.1 Million Cars

•   Bloomberg: Senate Democrats Ask for Taiwan’s Help With Auto Chip Shortage

•   Bloomberg: Unemployment Benefits: Biden Calls to Let Extra UI Expire, Says States Can Help

•   Bloomberg: Fed’s Powell to Give Virtual Remarks at Jackson Hole Gathering

•   Bloomberg: Covid Hospital Deaths at Highest Level Since February in U.S.

•   Bloomberg: New Study Sheds Light on the Roots of Today’s Vaccine Hesitancy

•   Bloomberg: Booster Review Postponed by CDC as Debate Swirls Over Third Shot

•   Bloomberg: U.K. Retail Visits Up for Sixth Week as Brits Enjoy New Freedom

•   Bloomberg: German Companies See Supply Squeeze Lasting Until Next Year

•   Bloomberg: Covid Booster Shots Make ‘Mockery of Vaccine Equity,’ WHO’s Moeti Says

•   Bloomberg: Brazil Income Tax Bill Stalls, Putting Reform Agenda at Risk

•   Bloomberg: Brazil Central Bank Eyes Crypto Rules as Investor Interest Grows

•   Bloomberg: China’s Births May Drop to Record Low in 2021, Jefferies Says

•   Bloomberg: China’s Slow Bond Sales Will Delay Expected Infrastructure Boost

•   Bloomberg: Digital Yuan Gives Banks an Edge in Payments, Moody’s Says

•   Bloomberg: China’s Demand for U.S. Grains Is Bright Spot in Jittery Market

•   Bloomberg: Don’t Count on LNG to Save Europe From a Winter Gas Crunch

•   Bloomberg: Apple Shuts Store After More Than 20 Employees Exposed to Covid

•   Bloomberg: AI Tool Could Boost U.K. Solar by Predicting Clouds

•   Bloomberg: U.S. Electricity Power Demand Reaches Six-Year High

•   Bloomberg: It’s Not a Competition, But Renewables Are Beating Nuclear Anyway

•   Reuters: Taliban urge Afghan unity as protests spread to Kabul

•   Reuters: Scientists question evidence behind U.S. COVID-19 booster shot drive

•   Reuters: U.S. second-quarter growth likely to be revised higher after slew of strong data

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

•   Reuters: Facing backlash, EU says import of J&J vaccines from South Africa is temporary

•   Reuters: Philippines' Duterte to relax coronavirus curbs in capital region

•   Reuters: Indian states preparing for next COVID wave focus on children

•   Reuters: Emerging oil nations reject climate curbs on exploration, pursue rapid development

•   Reuters: EXCLUSIVE China Evergrande in talks with Xiaomi consortium to sell EV unit stake-sources

•   Reuters: Analysis: White-collar staff calling shots as job markets recover

•   CNBC: Fauci says U.S. is expanding Covid vaccine manufacturing to donate shots to the world

•   CNBC: CDC director says we might not need annual Covid boosters after third shot

•   CNBC: Job openings requiring vaccination are up 90% in August compared to July

•   CNBC: Climate change supply chain disruptions: How to prepare

•   CNBC: China's Wingtech warns Newport Wafer Fab deal is at risk

•   CNBC: Soaring demand for the world’s least-liked commodity sees thermal coal prices jump 106% this year

•   CNBC: First fossil-free steel' produced in Sweden, delivered to Volvo

•   MarketWatch: The S&P 500 hasn’t fallen by at least 5% in nearly 200 sessions — Here’s what history says happens next

•   ABC News: Biden defends policy decisions as Afghanistan, booster shot fallout builds - ABC News

•   ABC News: Full transcript of ABC News' George Stephanopoulos' interview with President Joe Biden

•   SCMP: Delta variant proves Covid-19 lab leak theory is ‘extremely unlikely’, says scientist

•   SCMP: Japan plans Taiwan party-level talks in move likely to anger Beijing

•   SCMP: China shipping: container disruptions inevitable at Ningbo-Zhoushan Port, but impact may be ‘marginal’

•   SCMP: India gears up for Taliban-run Afghanistan as Russia, China extend influence

•   Global Times: Exclusive: US coerces China’s neighbors with vaccines to join virus origins smears campaign: source

•   Nikkei Asia: Suga on the ropes: Japan mayoral race bellwether for re-election bid

•   Nikkei Asia: 'An iPhone with four wheels': Inside Foxconn's bid to build EVs

•   Economic Times: India Ratings cuts FY22 GDP growth forecast to 9.4% from 9.6%

•   Power Engineering: Major hydrogen initiatives underway at US Department of Energy

•   Power Engineering: Big Oil’s interest in hydrogen: boon or bane?

•   OilPrice.com: OPEC+ Compliance With Oil Cuts Slips To 109% In July

•   DIGITIMES: Supply of chips for 4G applications falls short of demand

•   DIGITIMES: China foundries enjoy robust demand from domestic market

•   Robotics & Automation News: Komatsu to develop zero-emission vehicles for mining industry

•   매경(P1): "애시당초 왜 꺼내들었나"…與 부동산정책 세번째 철회, 종부세 2% 백지화

•   매경(P1): 금감원도 놀랐다…농협 "주택담보대출 11월까지 전면 중단"

•   매경: 아파트 공급폭탄 말하더니…文 정부 4년간 주택건설 인허가 역대 정부 최저

•   매경: 선거 다가오니…이제서야 4대기업 찾는 與

•   매경: 쫓겨난 윤미향까지 동원했다…與 온실가스감축 35% 못박은 탄소중립법 강행

•   매경: 30조 시장 열렸다…SK 롯데 현대중공업 사활 걸었다

•   매경: "이러니 고용 줄 수 밖에"…우리은행 로봇 덕에 108억 아꼈다

•   매경: LG, 6G로 100미터 통신…5G보다 50배 빨라

•   매경: 국토부 장관 "획기적 부동산 대책 없지만 장기적 공급확대 자신있다"

•   매경: "이 정도면 사기"…서울시 보조금 받고 고의 폐업 태양광업체 14곳 고발한다

•   한경: 모더나 늦어지니…AZ 잔여 백신, 3040에 예상 밖 인기

•   한경: 홍콩 "韓 접종증명서 불인정"

•   한경: 매출·영업익 사상 최대…'차·화·정·철'이 주도

•   서경(P1): 삼성·SK 반도체 소재 국산화··· 배터리 3사도 원료 확보 올인

•   서경: 삼성, EUV공정에 국산 PR 추진···SK는 불화수소 내재화 '속도전'

•   서경: 더 거세지는 '배터리 쩐의 전쟁' ···韓, 24조 투자에 中'10조" 반격

•   서경: LG, 차세대 시스템 반도체 설계팀 띄웠다

•   서경: 김동연 “판 바꾸겠다” 고향 충북 음성에서 대권 도전 선언

•   서경: 2050 탄소중립 시나리오 '미흡' 인정한 정부

•   서경: 인텔 하이엔드 GPU 파운드리, TSMC가 가져갔다

•   서경: 외인, 삼성전자 26년만에 최장기 매도···외국계IB도 "지나치다"

•   조선(P1): 영업이익 220% 늘때, 고용은 1%도 안 늘어

•   조선: 평균연봉 1억 받는 기업 3곳 중 2곳 고용 줄었다

•   조선: 벤처·스타트업은 역대최대 투자금 몰려… 고용 1년새 7만명 늘어

•   조선: “대기업 고임금 채용 걸림돌 돼”

•   조선(P1): 월성원전 조기폐쇄, 文댓글서 시작됐다

•   조선: 진화하는 자율주행차… 손은 떼도 되지만, 눈 떼기엔 아직…

•   조선: [Mint] 지속가능 경영, 돈이 되니까 한다

•   조선비즈: 바닷바람 타고 날았다… 풍력발전 부품사 실적 ‘껑충’

•   조선비즈: 폴더블로 삼성폰 왕좌 지킬 수 있을까…아이폰13 출격에 구글·화웨이도 야심

•   IT조선: KIST, 수소연료전지 내구성 높인 이리듐 나노 촉매 개발

•   인베스트조선: 자국 빅테크 기업 때리는 중국…韓 기업도 밸류 영향 불가피

•   인베스트조선: 건설사 '아킬레스건' 된 ESG…"글로벌스탠더드 대응 시급"

•   인베스트조선: '수요 견조하다' vs '아니다' 메모리 반도체 전망 공방전...주가는 '지지부진' 불가피

•   중앙(P1): [단독]"4단계 추석까지 연장…백신 맞으면 4인 저녁모임 가능"

•   중앙: 일본 “미쓰비시 채권 압류 결정, 명백한 국제법 위반”

•   중앙: “산유국도 아닌데 탈원전, 웃음거리”

•   동아: 좁은 공간서도 AI로봇이 상품 입출고 ‘척척’

•   서울: 탄소중립 가는 길 ‘모달 시프트’… 철도가 승용차 수요 흡수해야

•   세계: 역대급 부동산 불장, 금리 인상이 ‘소방수’ 될까

•   머니투데이(P1): 임금 8% 인상안에 반대 95%…HMM, 창사 이래 첫 파업 '초읽기'

•   머니투데이: 베트남 출장 가면 격리 28일→7일…기업 숨통 튼 최태원號 방정식

•   머니투데이: '따상상상' 꿈꿨는데…'따'도 힘들어진 IPO 시장, 눈치 싸움만

•   헤럴드경제(P1): 폭발적 성장 프롭테크 “3~4년내 10배”

•   헤럴드경제(P1): ‘이노베이트코리아 2021’ 26일 세종서 [알림]

•   파이낸셜뉴스: 車산업 인력 유출…현대차·기아·쌍용 상반기 1300명 떠났다

•   파이낸셜뉴스: LG이노텍 실적, 애플 의존도 68%

•   이데일리: '베트남 봉쇄' 한달 연장…삼성전자 3Q 실적 영향 받나

•   연합: 오늘 1천900명대…거리두기 재연장 가닥·접종 인센티브 검토

•   연합: 수도권 아파트값, 올해 들어 7개월새 11% 급등…'역대 최고'

•   연합: "세종호수공원에 피자 배달 드론 뜬다"…내일 첫 상용화 서비스

•   더구루: 한전, 베트남 붕앙2 석탄발전사업 '탄력'…삼성물산·두산重 해외 매출 ↑

•   더구루: 자율주행 건설로봇시장, 2025년 17조원 규모 성장…두산 '톱10'

•   더구루: [단독] 삼성, 백신 디지털패스 도입…글로벌 플랫폼 자리잡나

•   비즈니스포스트: 두산 주식 매수의견 유지, “재무구조 개선 약정 9월 조기종료 가능성”

•   에너지경제: [르포] 배달로봇 시대…배민 ‘딜리타워’ 체험해보니

•   전자신문: 발전공기업, 상반기 전력 도매가격 상승에도 실적 하향...에너지전환 영향 연간 적자 예상

•   전자신문: 에너지연, 태양광 폐패널 재활용 '고효율 태양전지' 만든다

•   로봇신문: 일본 교세라, 홋카이도에서 자율배송 로봇 실증 실험

[Opinions]

•   Project Syndicate(Shlomo Ben-Ami): Biden's Iranian Opportunity

•   FT(Philip Stephens): Europe had better face facts about the Biden doctrine

•   FT(Martin Sandbu): On wages and productivity

•   FT(John Plender): The case for continuing QE is hard to fathom

•   FT(Robert Armstrong): Is the pandemic an economic cul-de-sac?

•   FT(Gary Silverman): Wall Street has reason to worry about working from home

•   WSJ(Editorial Board): Three Cheers for Vaccine Boosters

•   WSJ(Editorial Board): The U.S. Is Hostage to the Taliban

•   WSJ(Kimberley A. Strassel): Democrats Run From Afghanistan

•   WSJ(Sadanand Dhume): What’s 50 Times More Dangerous Than Afghanistan?

•   WSJ(Josh Lipsky, William F. Wechsler): The IMF Acts Against the Taliban

•   WSJ(Allysia Finley): The WHO’s Vaccine Misinformation

•   NYT(Jason Miller): How Jason Miller Is Trying to Get Trump Back on the Internet

•   NYT(Michael Kazin): To Save His Presidency, Biden Must Tell the Truth About Afghanistan

•   WP(Catherine Rampell): Biden shouldn’t cave to the bigots on evacuating our Afghan allies

•   WP(William F. Parker, Govind Persad): Why the Biden administration’s recommendation on booster shots is a mistake

•   Bloomberg(Editorial Board): Congress’s Crypto Tax Proposal Makes Perfect Sense

•   Bloomberg(Noah Smith): Trickle-Down Economics Has Failed Its Growth Mission

•   Bloomberg(John Authers): Delta's Market Impact Contrasts With U.S. Executives' Bullishness

•   Bloomberg(Nir Kaissar): Contrarian Investors Should Love Emerging Markets

•   Bloomberg(Chris Bryant): Container Shipping Is Making a Killing This Year. But Will We Have Christmas?

•   Bloomberg(Faye Flam): Covid Vaccine Boosters: The Case for Extra Shots Is as Shaky as Ever

•   Bloomberg(Carl Pope): Climate Change Is Making the U.S. Poorer Than It Realizes

•   Reuters(John Kemp): Oil prices hammered by surge in coronavirus cases

•   매경(사설): 윤미향 끌어들여 현실성 없는 탄소중립법 일방처리한 민주당

•   한국(김연규): 재앙의 온도, 2040년이면 온다

•   아시아경제(정만기): 2030년 탄소배출 감축 목표 변경, 부작용도 꼼꼼히 챙겨봐야