Business Intelligence Monitor 210823

(Introduction)

[Markets]

•   Global: Delta, Fed dominate economic conversation as stocks jump, oil drops

•   Hong Kong: Chinese Stocks Slide as Beijing’s Crackdown Shows No Sign of Abating

•   Metals: Copper rebounds, but demand concerns dominate market

•   Iron ore: Iron Ore’s Record Rout Threatens Surge in Volatility to Come

•   Grains: Soybeans, corn slide on macroeconomic fears, biofuel worries

•   Cryptocurrency: Bitcoin nears $50,000 after months of weakness

•   한국: 코스피 3,060대로 밀려…코스닥지수 2.3% 급락

•   한국: '도요타 감산 쇼크'…현대차 시총, 카뱅에 밀렸다

•   한국: 두산그룹주 약세, 오리콤 7%대 두산퓨얼셀 5%대 두산밥캣 두산 하락

[Indicators]

•   US Aug. MCI-EFI: Confidence Down in Equipment Finance Market

•   US Weekly Rig count: U.S. oil and gas rigs rise for third week -Baker Hughes

•   US Q3 GDP Nowcast: 20-Aug, 2021: New York Fed Staff Nowcast

•   UK Jul. Retail sales: British retail sales drop sharply in July

•   UK Jul. Fiscal account: UK public finances beat expectations as economy picks up

•   UK Aug. Consumer confidence: UK consumer confidence beats pre-pandemic levels in August

•   China LPR: China keeps lending benchmark LPR steady but more stimulus expected

•   Japan Jul. CPI: Japan’s Consumer Prices Drop for 12th Month After Data Revision

•   India Jul. Consumer sentiment: Consumer sentiment improves but still below pre-lockdown level

•   한국 7월 수출입 물동량: 7월 수출입 물동량 14% 증가… 유류·자동차 늘어

[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

[Calendars]

•   WSJ: Economy Week Ahead: Housing, Inflation and the Fed

•   FT: A week for travel industry news

•   Bloomberg: Powell Confronts Fed’s Taper Ambitions at Symposium: Eco Week

[News]

•   WSJ: Pfizer Covid-19 Vaccine Expected to Get Full FDA Approval Next Week

※   Full authorization could lead to more employers requiring vaccinations

•   WSJ: More Children Are Hospitalized With Covid-19

•   WSJ: Vice President Kamala Harris to Focus on Countering China on Southeast Asia Trip

•   WSJ: Real-Estate Interests Ask Supreme Court to Block Biden’s Eviction Moratorium

•   WSJ: Pelosi, Centrist Democrats in Standoff with Key Vote Ahead

•   WSJ: Transit Got Billions in Covid-19 Relief From Congress, but Deficits Still Loom

•   WSJ: In Los Angeles, This Covid-19 Surge Is Different From Earlier Outbreaks

•   WSJ: Why Illegal U.S. Border Crossings Likely Aren’t Fueling the Covid-19 Surge

•   WSJ: Tropical Storm Henri Makes Landfall in Rhode Island

•   WSJ: Taliban Seize U.S. Weapons in Afghanistan, Stockpiling Helicopters, Guns and Trucks

•   WSJ: U.S. Considers Ordering Commercial Airlines to Help in Afghan Evacuation

※   also looking at American bases in Japan, Korea, Germany, Kosovo, Bahrain and Italy

•   WSJ: China Passes One of the World’s Strictest Data-Privacy Laws

•   WSJ: China Delays Anti-Sanctions Law for Hong Kong

•   WSJ: Covid-19 Closure at China’s Ningbo Port Is Latest Snarl in Global Supply Chains

•   WSJ: Why the U.K.’s Rapid Covid-19 Vaccination Campaign Has Moved Slowly With Teenagers

•   WSJ: Japan’s Love of Debt Offers a View of U.S. Future

•   WSJ: Money Managers Race to Launch First U.S. Bitcoin ETF After SEC Signal

•   WSJ: Ride the Global Construction Boom With Caterpillar

•   WSJ: Cryptocurrency Miners Move Out of China

•   WSJ: What We Still Don’t Know About the Fed’s Bond-Buying Spree

•   WSJ: Elon Musk Doubles Down on Artificial Intelligence at Tesla Amid Scrutiny of Autopilot

※   The electric-car maker plans to build a humanoid robot that can perform repetitive tasks

•   WSJ: Jack Ma’s Costliest Business Lesson: China Has Only One Leader

•   WSJ: Steelmakers Grapple With How to Cut Carbon Emissions

•   WSJ: SEC Weighs Requiring Companies to Give More Details on Workers

•   WSJ: Apple Postpones Return to Office Until January

•   WSJ: Remote Work May Last for Two Years, Worrying Some Bosses

•   WSJ: How a Billion-Dollar Farm-Tech Startup Stumbled, Then Revamped

•   WSJ: Solar Power Booms in Georgia, Where It Isn’t Mandated

•   NYT: As Chinese Vaccines Stumble, U.S. Finds New Opening in Asia

•   NYT: Biden Defends Afghanistan Evacuation as Thousands Besiege Kabul Airport

•   NYT: Biden says Afghan evacuation deadline may be extended.

•   NYT: Biden Ran on Competence and Empathy. Afghanistan Is Testing That.

•   NYT: Desperation as Afghans Seek to Flee a Country Retaken by the Taliban

•   NYT: 50 Years After Vietnam, Thousands Flee Another Lost American War

•   NYT: Cutoff of Jobless Benefits Is Found to Get Few Back to Work

•   NYT: As Biden Faces a Political Crisis, His Party Looks On in Alarm

•   NYT: Maker of Rapid Covid Tests Told Factory to Destroy Inventory

•   NYT: South Koreans Now Dislike China More Than They Dislike Japan

•   WP: U.S. officials reviewing possibility Moderna vaccine is linked to higher risk of uncommon side effect than previously thought

•   WP: Some scientists criticize Biden’s decision on coronavirus booster shots as premature

•   WP: Four weeks in July: Inside the Biden administration?s struggle to contain the delta surge

•   WP: How the U.S. vaccination drive came to rely on an army of consultants

•   WP: ‘America First Lite’: Afghanistan withdrawal brings a Biden Doctrine into focus

•   WP: Monoclonal antibodies are free and effective against covid-19, but few people are getting them

•   FT: Johnson to host G7 talks on Afghanistan with role sought for China and Russia

※   Johnson, as chair of the G7, will hold talks on Tuesday

•   FT: AstraZeneca to seek approval for Covid antibody cocktail

※   FT: Clinical trial shows drug significantly reduces development of symptomatic Covid compared with placebo

•   FT: European leaders fear repeat of 2015 crisis with Afghan refugees

•   FT: Russia cannot use Nord Stream 2 pipeline as a ‘weapon’, Merkel says

•   FT: UK and US impose sanctions on seven Russians over Navalny attack

•   FT: UK rejects industry plea for visas for EU truck drivers

•   FT: Biden’s Afghanistan fiasco: ‘We look like a deer caught in headlights’

•   FT: Afghanistan chaos tests Democrats’ opposition to military intervention

•   FT: Afghanistan shows folly of western interference, says Putin

•   FT: Afghan resistance leader warns of uprising if no Taliban peace deal

•   FT: Malaysia picks Ismail as third prime minister in 3 years

•   FT: Brazil’s new environment minister faces huge Amazon challenge

•   FT: Taiwanese shrug off China threat and place their trust in ‘Daddy America’

•   FT: Miners steel themselves for tough talks with Peru’s leftist government

•   FT: The Afghan economy in charts: what has changed in two decades?

•   FT: Vietnam factories rethink ‘sleepover’ approach to stopping Covid

•   FT: Taliban coffers swelled by proceeds of Afghanistan’s shadow economy

•   FT: ‘No one wants to go back’: Covid scuttles IPO and debt roadshows

•   FT: What will central bankers say at this year’s Jackson Hole summit?

•   FT: Nvidia deal for Arm raises ‘serious competition concerns’, says UK watchdog

•   FT: China Inc braces for fallout from Didi data probe

•   FT: Climate models forecast more frequent extreme heat

•   Bloomberg: Xi Doubles Mentions of ‘Common Prosperity,’ Warning China’s Rich

※   evidence of the Communist Party’s commitment to closing the country’s yawning wealth gap

•   Bloomberg: Yellen Backs Powell Reappointment, Boosting Second-Term Odds

•   Bloomberg: Kaplan Open to Shifting View on Taper If Delta Curbs Recovery

•   Bloomberg: Charting the Global Economy: Snarled Supply Chains, Weaker Data

•   Bloomberg: Delta Case Wave in U.S. Northeast May Be Nearing Its Peak

•   Bloomberg: Florida’s Covid Deaths Rise as Orlando Urges Cut in Water Usage

•   Bloomberg: Transcript: David Woo on What the Economists Got Wrong About the Stimulus

•   Bloomberg: Biggest Tax Hike on Wealthy Since ‘93 Is Bogged Down in Congress

•   Bloomberg: Beating Back Delta Will Take Extra Covid Shot for Privileged Few

•   Bloomberg: Harris Says Semiconductor Supply Chain Issues ‘Very Real’

•   Bloomberg: Nicholas Burns, Rahm Emanuel Nominated as U.S. Ambassadors to China, Japan

•   Bloomberg: Merkel Rushes to Aid Embattled Heir as German Election Opens Up

•   Bloomberg: German Exporters Face Rising Pressure From China in Home Market

•   Bloomberg: India Approves First DNA-based Covid Shot, Boosting Vaccine Plan

•   Bloomberg: China Plays the Long Game in Shift to ‘Cross-Cyclical’ Strategy

•   Bloomberg: Japan’s Virus Cases Hit a Record as Hospitals Are Overwhelmed

•   Bloomberg: Japan PM Suga Has Health Check as Aides Deny Problem, Jiji Says

•   Bloomberg: Markets Eye Japan Elections as Firms Turn Sour on Premier Suga

•   Bloomberg: Mexico Seeks U.S. Talks Over Car-Rules Dispute Under Trade Pact

•   Bloomberg: Bolsonaro Allies’ Homes Are Raided by Police Over Incitement

•   Bloomberg: Bolsonaro Seeks Impeachment of Justice as Court Tensions Soar

•   Bloomberg: U.S. Sanctions Russian Insurer in New Nord Stream 2 Report

•   Bloomberg: Russia Says Contentious Gas Pipeline a Few Miles From Completion

•   Bloomberg: Why Inflation Is Scaring Latin America If Not the Fed: QuickTake

•   Bloomberg: Sydney, New Zealand Extend Lockdowns as Covid Spread Worsens

•   Bloomberg: Taiwan Rolls Out First Homegrown Shots to Bypass Vaccine Woes

•   Bloomberg: Vietnam Orders Covid Test for Millions in Ho Chi Minh City

•   Bloomberg: Summers Says Foreign Investors Should Feel ‘Anxiety’ About China

•   Bloomberg: Even After $1.5 Trillion Rout, China Tech Traders See More Pain

•   Bloomberg: JPMorgan Says Chinese Stock Selloff Is ‘Business as Usual’

•   Bloomberg: Euro’s Volatility Kink Shows Traders Fixated on Homegrown Risks

•   Bloomberg: First Year of a Bull Run Is Usually Great. Year Two? Not So Much

•   Bloomberg: The Cost of Saving the Global Economy: $834 Million an Hour

•   Bloomberg: Bearish Bets on Stocks Outside the U.S. Emerge Timed to Fed

•   Bloomberg: Goldman Sachs, BofA See Lost Decade Over for Emerging Markets

•   Bloomberg: Wall Street Just as Baffled About Markets as It Was Last Year

•   Bloomberg: Nickel Is Becoming a Battleground for Bets on Battery Future

•   Bloomberg: GM Recalls All Bolt EVs on Fire Risk; Sees $1 Billion Cost

•   Bloomberg: Intel Spends $6 Million in a Month to Meet Vietnam Virus Rules

•   Bloomberg: Volkswagen Cuts Output at Biggest Plant as Chip Shortage Bites

•   Bloomberg: Toyota Top Supplier Says Hit to Bottom Line Already Factored In

•   Bloomberg: White House Edges Near Biofuel Plan in Farm-Versus-Oil Clash

•   Bloomberg: Locked-In Emissions From Oil Refineries Endanger Climate Goals

•   Bloomberg: The Costs of Climate Tipping Points Add Up

•   Bloomberg: Germany’s Tough Green-Washing Stance Could Shape EU Fund Rules

•   Bloomberg: Germany Flirts With Power Crunch in Nuclear and Coal Exit

•   Bloomberg: West Africa’s First Corporate Green Bond May Spark More Issuance

•   Bloomberg: Apple’s iOS 15 Reversal Shows It’s Now Actually Listening to Users

•   Reuters: Asia extends lockdowns, adds curbs to fight surge in Delta infections

※   Reuters: Nations from Australia to Vietnam announced more drastic curbs and longer lockdowns for citizens on Friday

•   Reuters: Cautious optimism as Philippines, Malaysia ease some coronavirus curbs

•   Reuters: Israel finds COVID-19 vaccine booster significantly lowers infection risk

•   Reuters: Israeli doctors find severe COVID-19 breakthrough cases mostly in older, sicker patients

•   Reuters: EU expects key data on Novavax vaccine around October - source

•   Reuters: In highly vaccinated Singapore, masks may be last virus curb to go

•   Reuters: England's COVID R number estimate rises to 0.9 to 1.2

•   Reuters: Monetary policy support to India economy should continue - MPC minutes

•   Reuters: Russia pledges retaliation after new U.S. sanctions

•   Reuters: China steel firms start merger to create world's third biggest producer

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

•   AP: Israel strikes Gaza after violent protests along border

•   AP: Do I need a booster if I got the Johnson & Johnson vaccine?

•   AP: China allows couples third child amid demographic crisis

•   AP: Sources: Brazil's Bolsonaro vexed by central bank autonomy

•   CNN: How the Delta variant is upending restaurants

•   CNN: This $15 billion startup promises 30-minute deliveries. Now it's facing a worker backlash

•   CNBC: Biden’s job approval drops as Covid cases rise and crisis in Afghanistan mounts

•   CNBC: House returns to Washington next week to forge ahead with infrastructure bill, budget plan

•   CNBC: Dr. Scott Gottlieb says vaccinated people cannot ‘throw caution to the wind’ due to delta variant

•   CNBC: Fed-Jackson Hole: Trying to avoid a tantrum amidst 'taper talk'

•   CNBC: The Fed’s plan to taper economic support is just one of several hurdles for the bond market

•   CNBC: QR codes have replaced restaurant menus. Industry experts say it isn't a fad

•   MarketWatch: Investors await taper clues as Fed moves Jackson Hole online due to delta variant

•   Fox Business: Fed’s Kaplan watching COVID delta variant 'very carefully,' may 'adjust' views

•   SCMP: China’s military nuclear orders rise fourfold in push to catch up with US

•   SCMP: Will US military exercises send the desired signal to China?

•   SCMP: What does China’s coming ‘common prosperity’ mean for the rich?

•   SCMP: China’s crackdown on Big Tech is a short-term cost for long-term health: state media

•   SCMP: The highs and lows of Angela Merkel’s long relationship with China

•   SCMP: Climate change: decarbonisation to stoke inflation, but delaying efforts could hit economic growth, returns

•   SCMP: China’s economy at an ‘inflection point’ as Xi Jinping embarks on sweeping regulatory crack down

•   SCMP: China could reach herd immunity against Covid-19 by end of year, Zhong Nanshan says

•   Global Times: China announces rules on security management of auto data

•   Nikkei Asia: Global nuclear watchdog to monitor Fukushima water release

•   Nikkei Asia: Voter rebuke of Suga likely pushes back Japan's general election

•   Nikkei Asia: How Japan risks losing its shine for foreign workers

•   Nikkei Asia: Global chipmakers build record inventories in push to end shortage

•   Nikkei Asia: Delta outbreak clouds Asian stock markets

•   Mainichi: Japanese firms at crucial stage of clinical trials for domestic COVID vaccines

•   Power Engineering: August sizzle: POWERGEN+ webcasts hot on decentralized energy, microgrids, renewables

•   reNews: Siemens wins €100m for offshore wind hydrogen project

•   OilPrice.com: World’s Biggest Wealth Fund Wants Oil Firms To Cut More Emissions

•   Robotics & Automation News: How are industries using robots?

•   Robotics & Automation News: Current Trends in Automated Manufacturing Lines

•   Robotics Tomorrow: Here's How Automated Packaging Gives Your E-commerce Business a Competitive Edge

•   Robot Report: Drone powered by solar energy

•   Robot Report: The 4th industrial revolution

•   매경(P1): 대출 절벽 오나…NH 이어 우리 SC제일은행도 주담대 중단

•   매경(P1): 부동산 복비 10월부터 최대 반값

•   매경: 직방 등 중개플랫폼 진격에 중개업자들 '엎친데 덮친격'

•   매경(P1): SK머티리얼즈, SK(주)와 전격합병

•   매경: "충분히 떨어졌다"…전문가 추천 동학개미 주목 종목은 ?

•   매경: "시장 불안한데 애플 목표가는 상향"…고민 깊어진 서학개미

•   매경: 韓 주식 무섭게 던지는 외국인…이 종목은 샀다

•   매경: 빚투 개미 어쩌나…주가 폭락에 반대매매 쏟아질 판, 당국 "예의 주시"

•   매경: 외인 매도에 다시 싸진 코스피…"차·화·바 주목"

•   매경: "美 테이퍼링 11월 시작"

•   매경: 인수후 첫 두산인프라 방문…'현대정신' 액자 건넨 권오갑

•   매경: 네이버도 정기구독…카카오와 '맞짱'

•   매경(P1): 왜 4050 생산직만 챙기나…2030 기득권 노조에 반기들었다

•   매경: 생산직 노조 줄어들며 강성 파업 사라진 日

•   매경: "과거엔 단순히 임금인상 외쳤다면, 이젠 투명한 기준·보상 바라는 것"

•   매경: "본사 직고용? 경쟁뚫은 우린 뭐냐"…현대제철 2030 화났다, 제2의 인국공 되나

•   매경: 사내 협력사 직고용 소송에 떠는 대기업

•   매경(P1): [단독] 대출 중단 갈수록 늘어 지역농협·저축銀 가세

•   매경: 대출절벽 현실화되나…실수요자 대응 어떻게?

•   매경: 진화나선 금융당국…"대출중단 확산 안될것"

•   매경: 대체 어쩌다 이 지경 됐나…외지인, 강원도 원주 아파트 싹쓸이 나섰다, 왜?

•   매경: [단독] 최저임금 올려놓고 세금으로 달래는 정부…일자리안정자금 1년 더 연장

•   매경: [세종 인사이드] "서울서 일할 곳 찾아라"…기재부 예산실 '특명'

•   매경: [단독] 20년 원전피해 조사결과 뒤엎었다…정부 11만명 영향 다시 검사한다

•   매경: 지구살리려다 내가 죽겠다…탄소제로의 역설, 그린플레이션

•   매경: 조선·제철 '그린인플레' 치명타…발빼는 큰손들 [글로벌 이슈 plus]

•   매경: 회장 자서전, SNS, 경영권분쟁 없다…한국판 발렌베리 꿈꾼다

•   매경: 샤오미 약진에 남몰래 웃는다…삼성전기, 전자 의존도 확 줄였다

•   매경: GM 전기차 한달새 또 리콜…배터리 공급한 LG "적극협조"

•   매경: "갤폴드3·플립3 없어서 못사"

•   매경: 불안불안 코스피…증시 급락에 펀드 자금 몰린다

•   매경: "떨어져도 너무 떨어졌다"…반도체 투톱 삼성 하이닉스 사야할까

•   매경: 삼성전자 네이버 카카오 다 제쳤다…6개월 연봉 1억 돌파 넘쳐나는 업종은?

•   매경: 거래절벽 와중에도…초저가 아파트 거래폭발

•   한경: 현대모비스, 수소 생태계 1.3조 투자

•   한경: LG전자, 현대엘리베이터와 로봇사업 협력

•   한경: 두산중공업 650억 사모사채 발행…자금운용 정상화 수순 [마켓인사이트]

•   한경(P1): 공급 불안·물류 마비·수요 부진 델타發 3중고 시작됐다

•   한경: 동남아 봉쇄령에 공급망 '흔들'…소비마저 꺾여 기업실적 '경고등'

•   한경: 가을·겨울 옷이 안 보인다…패션업계에 무슨 일이?

•   한경: 글로벌 車업계 또다시 '셧다운 공포'…올해 감산 규모 700만대 이상 될 듯

•   한경(P1): '빚투' 개미 어쩌나…반대매매 13년 만에 최대

•   한경: 집나간 외국인이 돌아올 조건 3가지는

•   한경: 시장 불안하다면…퀄리티 ETF로 대피하라

•   한경: "바닥 아냐" vs "반등 가능"…주식시장 전문가 '긴급 진단'

•   한경: 왜 일본기업은 재택근무를 꺼릴까

•   한경: 아바타끼리 회의…베일 벗은 페이스북 '메타버스 사무실'

•   한경: 아파트 꽁꽁 묶자 '꼬마 빌딩' 활활…50억 밑 매물 씨 말랐다

•   한경: "빌딩 공실률 낮춰라"…공유오피스 업체와 손잡고 임대료 나눠

•   한경: 올 상반기 펀드시장, 성장주 웃고 가치주 울었다

•   한경: "전세 가뭄에 단비"…서울 새 아파트 1만518가구 연내 집들이

•   한경: 마이클 샌델도 함께 머리 맞댄다…'딥체인지 실천' 해법 찾는 최태원

•   한경: LTE 안섞인 '순수 5G 통신'…KT 이어 SKT도 도입 나서나

•   한경: 日기업 지급 물품대금까지 압류…강제징용 판결에 국내기업 불똥

•   서경(P1): 최악 한일관계···韓기업 日사업에도 불똥

•   서경: "日 보복땐 韓기업들 위기 맞을수도....이젠 정부가 나설때"

•   서경: "기각" 하루 뒤 "압류"···법원 '日 강제징용' 놓고 오락가락

•   서경: 물가상승 우려에···정부 '청탁금지법' 완화 난색

•   서경: “ESG는 'CSR 시즌2'가 아니다”

•   서경(P1): 한강르네상스 '시즌2'···70개 물길 정비한다

•   서경: 오세훈 "35층 룰 폐지 원칙은 섰다··· 2040 서울플랜에 반영할 것"

•   서경(P1): [단독] 특허 매각하는 회생기업에 자금 지원

•   서경: '신재생 과속' RPS비용 2배 껑충···전기료 인상 압박 더 커진다

•   서경: "현금 늘리고 달러 분할매도···금리 뛴다고 바로 빚 갚으면 낭패"

•   서경: "실적 피크아웃·유동성 축소 악재···공격적 확대 금물, 성장주 집중을"

•   서경: "北도 최대 관심사는 경제"

•   서경: 코로나 확산·대출강화에도···이주열 '매파본색' 드러낼까

•   서경: AZ백신 전 세계 121개국에서 승인···최다 허가 코로나19 백신

•   조선(P1): 14번째 거리두기 연장... 수도권 밤 9시까지만 영업, 1시간 단축

※   국무조정실: [보도자료] 코로나19 중대본회의(8.20)

•   조선: 거리두기 연장 14번째인데… 전문가들 “사과도 안하고 설명도 부실”

•   조선: “재난지원금 준다고 영업단축 감수하라는 거냐”

•   조선: 26일 금리인상? 韓銀 깊어지는 고민

•   조선: 삼성전자 새 폴더블폰 잘나가네...온라인서 매진 행렬

•   조선(P1): 태풍 오늘밤 남해안 상륙, 시간당 70㎜ 폭우

•   조선(P1): 대전 0, 충남 1… 중환자 병상 SOS

•   조선: 청장년 중증환자 느는데… 돌볼 의료인력도, 장비도 부족하다

•   조선: 독감처럼 위드 코로나?… “9월말 시행은 희망고문”

•   조선: 기준금리 인상해도 집값 잡기 역부족일 듯

•   조선: 올해 벌써 ‘100兆 개미’… 외국인 30조 팔때 사고 또 샀다

•   조선: 베트남 호찌민 완전봉쇄… 삼성 가전공장 초비상

•   조선: [백브리핑] “마구잡이 대출규제 부끄럽다” 금감원 직원들도 웅성웅성

•   조선비즈: 속도 붙는 백신 접종…국내 1차 접종률 50% 돌파

•   조선비즈: “사옥·마트·주유소도 굴린다” 대기업 잇단 진입에 리츠 시장 ‘기대감’

•   조선비즈: 한은 “델타변이 등에 美경제 성장세 일시 둔화 가능성”

※   한국은행: 해외경제 포커스(제2021-32호)

•   조선비즈: 소형 공장 짓고, 위탁하고… 전기차 스타트업이 바꾸는 車 생산 방식

•   조선비즈: 재벌 총수 안 부러운 코스닥 상장사 임원들… 반기 보수 수십억원 수두룩

•   조선비즈: ‘샤오미 돌풍’에 울고 웃는 삼성전자…스마트폰 악재지만 부품 사업 호재

•   중앙(P1): ‘월성원전 조작 의혹’ 관련자 공소장에 ‘문재인’ 3번 ‘대통령’ 40번 넘게 나와

•   중앙: “시장 왜곡돼 집값 상승세 지속, 내년 대선이 분수령”

•   중앙: 코로나 검사 받으려 20분 만에 500명 장사진…‘줄서기 알바’ 까지

•   중앙: 텅 빈 회사에 덩그러니…“인턴은 코로나 안 걸리나요?”

•   중앙: “반도체 미세공정 2~3나노가 한계, 이젠 3D 소자 연구”

•   중앙(P1): 모더나 701만회분 2주 내 온다, 아직 215만회분 부족

※   정부, 루마니아와 백신스와프 추진 “유효기간 임박한 물량 도입 아니다”

•   중앙: 4인 허용, 카페는 되고 집은 안 돼? 뒤죽박죽 방역 기준

•   동아(P1): 내년 예산안 600조원대… 나랏빚 1000조 넘는다

•   동아: 송영길 “韓 도운 아프간인 입국 모색”… 난민 주한미군기지 수용엔 부정적

•   동아: ‘화웨이 빈자리’ 차지한 샤오미, ‘글로벌 1위’ 삼성에 바짝 추격

•   문화: ‘박원순표 태양광’ 공짜 설치 빼면 고작 7만 가구뿐

•   한국(P1): 서울교통공사노조, 총파업 가결... 전국 6대 지하철 9월에 멈추나

•   한국: "인텔과 격차 더 커진다"… 삼성전자, 3분기도 반도체 1위 전망

•   국민: ‘나홀로 상승’ 집값 어떻게 잡나?… 각국 중앙은행도 골머리

•   국민(P1): “징벌적 손배제 과도하다”더니… 민주당, 6월 이후 급추진

•   국민: 두산인프라 인수한 현대重, 조선·정유와 ‘삼각편대’ 띄운다

•   서울: ‘취업제한’ 족쇄 풀린 이재용, 공개 행보는 여전히 신중

•   한겨레: 한·미·러 북핵대표 23일 연쇄 양자 협의

•   경향: AZ 잔여백신, 30~40대가 3일 연속 1만명 넘게 맞아

•   경향: 26~29일 1차 접종하는 18~49세는 모두 ‘화이자’

•   경향: 물가 상승에 내수 둔화 우려…정부, 이달 말 추석 민생대책 내놓는다

※   기재부: [보도참고]2021년 8월 최근 경제동향

•   경향: 알아서 씨 뿌리고 잡초 베는 ‘정원사 로봇’

•   경향: 배터리 금속 확보 ‘발등의 불’

•   머니투데이(P1): '61조 경제효과'…부산엑스포 유치에 국력 총동원

•   머니투데이: "환율 1200원 넘을 수도"…해외 유학생·직구족 '울상'

•   머니투데이: SK도 투자한 中 BYD반도체, 돌연 상장심사 중단

•   머니투데이: 車업계 임단협 분수령…"추석 전 타결 안 되면 내년으로 밀릴수도"

•   머니투데이: 휴대폰 접은 LG전자…영업익 올해 4조, 내년 5조 '신기록' 보인다

•   머니투데이: "2주 밖에 안됐는데…" 산업계가 탄소중립기본법을 날치기로 본 이유

•   머니투데이: "싼 데 못 올라가면 이유 있다"…'주식보다 현금 보유' 전문가들의 조언

•   헤럴드경제(P1): 김동연, 대권도전 선언…“여야와 다른” 독자행보

•   헤럴드경제: 김동연, 대선레이스 출사표…‘제3지대’ 흔들 대형 변수로

•   파이낸셜뉴스: 대면소비 늘려 코로나 더 번질라.. 정부, 25만원 지급시기 놓고 고민

•   파이낸셜뉴스: 해상노조 "파업 가결땐 MSC로 단체 이직"… 물류대란 오나 [HMM '45년만의 첫 파업' 초읽기]

•   파이낸셜뉴스: 컨테이너선 운임 15주 연속 상승, 하반기도 강세… 수출기업 '비상'

•   파이낸셜뉴스: "쌍용차 인수 땐 3년내 흑자전환… 테슬라와 경쟁 나설 것"

•   파이낸셜뉴스: 글로벌 왕좌 오른 중국 LCD 휴대폰·반도체도 치고 나온다

•   파이낸셜뉴스: ‘전금법 갈등’ 한은-금융위, 밀월무드로 바뀌나

•   파이낸셜뉴스: 가계부채·가상자산 고승범의 생각은? 시장 촉각

•   파이낸셜뉴스: 삼성전자, 해외직원 3년간 5만명 줄때 국내는 1만명 늘었다

•   파이낸셜뉴스: 깜짝실적 동박 3총사, 新사업·해외투자 박차

•   파이낸셜뉴스: 카카오는 밖으로, 네이버는 안으로… 블록체인 전략 다르네

•   파이낸셜뉴스: '부유식 해상풍력단지' 주민동의서 받고 사업 탄력

•   아시아경제(P1): 집값 불지르고 발빼는 與…서울 공급 또 빠진다

•   아시아경제(P1): 코로나로 생존 몸부림 치는 기업들 "법인세 줄여달라"

•   아시아경제: '펜트업' 줄고 원자재값↑…하반기 TV사업 부담 커진 삼성-LG

•   디지털타임스(P1): 절절한 규제해소 요청에도… 답없는 정부

•   디지털타임스(P1): 환율 올라도 수출 증대효과 제한적

•   디지털타임스(P1): 물가뛰는데 소득 줄어 4가구 중 1곳은 `적자`

•   디지털타임스: 전경련 "한국 ESG 리스크 유럽보다 크다"

•   이데일리(P1): [단독]암호화폐 거래소 줄폐업 막는다…당정 담판

•   이데일리(P1): [독과점 모빌리티]더 많은 타다?…플랫폼 운송사업 허가 0건

•   이데일리(P1): [금통위 폴]'한은, 가계대출과의 전쟁 동참'…금리인상 시계 당겨져

•   이데일리: 脫석탄·연료비 상승에…상반기 발전 5개사 울고 웃었다

•   연합: 오늘 1천400명대 예상…'거리두기 2주 재연장' 확산세 잡힐까

•   뉴스핌: [뉴스핌 라씨로] 차입금 상환 목전 '두산중공업', 반등 모멘텀은 '풍력'

•   뉴스토마토: [IB토마토]두산중공업의 변신…풍력·LNG로 정책 리스크 최소화

•   KBS: 풍력 장비 점검하던 두산중공업 직원 추락해 중상

•   이투데이: 김동연, 늦어도 이번 달 안에 대선 출마식 진행…"최대한 빨리"

•   e대한경제: 외국기업, 국내 해상풍력 ‘군침’

•   더구루: [여의옥] 한수원 폴란드 원전 '승부수' 던졌다…경쟁사 대비 건설비 1/3 제시

•   더구루: 삼성, 中 패널 채택 늘릴 듯

•   에너지경제: 환경부 "2020년까지 공공부문 온실가스 배출량 30% 감축 목표 달성"

•   에너지경제: 한수원, 원전가동 늘리니 실적 급상승…반기 영업益 작년 동기 두 배 넘어

•   에너지경제: 풍력발전 보급, 태양광에 왜 밀리나 봤더니…신재생E 통합 지원 정책 탓?

•   에너지경제: [단독] 한수원에 "월성1호기 조기폐쇄 따른 손실보전" 정부 문서 확인

•   전자신문(P1): 로봇'택배' 배송 시대 열린다…와트, 기술검증 끝내고 상용화 박차

•   전자신문(P1): 1000억 이상 투자받은 스타트업…절반이 해외 증시행

•   전자신문: [이슈분석]두산그룹, 경영정상화 돌입...친환경·신재생 사업 탄력

•   전자신문: [이슈분석]두산중공업, 두산그룹 경영정상화 키 쥐었다

•   디지털데일리: 국가대항전이 된 배터리 전쟁…배터리 3사-양극재 4사, 한국 선순환 구조 안착

•   로봇신문: 올해 코스닥 상장 로봇기업 '상반기 매출 27.4% 증가'

•   로봇신문: 룸서비스까지 다 되는 로봇 호텔, 팁은 주머니 속에 꼬옥 넣어두세요

•   로봇신문: 물류창고 로봇 시장, 오는 2030년 510억 달러 규모로 성장

•   로봇신문: 中 로봇용 감속기 '기술 자립' 가속화

•   로봇신문: 올해 중국 산업용 로봇 생산량, 전년대비 64.6% 증가

[Opinions]

•   Project Syndicate(Mona Mourshed): The Opportunity in Aging

•   Project Syndicate(Daron Acemoglu): Why Nation-Building Failed in Afghanistan

•   Project Syndicate(Joschka Fischer): National Egoism vs. Planetary Responsibility

•   Project Syndicate(James K. Galbraith): Afghanistan Was Always About American Politics

•   FT(Editorial Board): Afghanistan and the cycles of American interventionism

•   FT(Martin Sandbu): The west has paid the price for neglecting the Afghan economy

•   FT(Robert Armstrong): Facebook and the FTC, take 2

•   FT(John Dizard): War will shape the future of the US industrial base

•   FT(Richard Waters): Inside the mind of Big AI

•   FT(Tim Harford): Why Covid regulations may be around longer than you think

•   FT(Joshua Chaffin): Afghanistan: the view from Ground Zero

•   FT(James Kynge): Xi Jinping takes aim at the gross inequalities of China’s ‘gilded age’

•   FT(Brendan Greeley): A quality theory of Treasuries

•   FT(Janina Conboye): We are not ready for the asynchronous future

•   FT(Jemima Kelly): Elon unveils the ‘Tesla Bot’

•   FT(Lex): Desalination: worth its salt in an increasingly water-scarce world

•   WSJ(Editorial Board): The Right and Our Afghan Allies

•   WSJ(Editorial Board): Biden’s Masked Covid Fight

•   WSJ(Editorial Board): So Much for Easy Counterterror Ops

•   WSJ(Editorial Board): How Biden Broke NATO

•   WSJ(Editorial Board): Unemployment Benefits Forever?

•   WSJ(Editorial Board): A ‘Pitiful, Helpless Giant’ in Afghanistan

•   WSJ(Editorial Board): Next at Bat: Justice Kavanaugh

•   WSJ(Editorial Board): Dancing to the Taliban Timetable

•   WSJ(Editorial Board): Xi Jinping Says What He Means

•   WSJ(Holman W. Jenkins, Jr.): Delta’s Gift Is Hybrid Immunity

•   WSJ(Peggy Noonan): What Biden Can Still Save in Afghanistan

•   WSJ(Lindsey Graham, Jack Keane): How to Contain the Taliban

•   WSJ(Paul Bremer, David C. Gompert): As Afghanistan Reverts, Iraq Makes Steady Progress

•   WSJ(Hy Rothstein): The Basic Flaw in U.S. Afghan Strategy

•   WSJ(Josef Joffe): America Looks More Like Europe All the Time

•   WSJ(Richard Menger): A Better Way to Encourage Vaccination

•   NYT(Zhou Bo): How the U.S. Exit from Afghanistan Helps China

•   NYT(Yara Bayoumy): The U.S. Has Left Afghanistan. Will China Move In?

•   WP(Editorial Board): In Kabul, President Biden must match his lofty goals with great capability

•   WP(Jennifer Rubin): Biden began to rebut negative story lines about Afghanistan

•   WP(Alexandra Petri): Do you ever think … that Facebook’s virtual-reality office is stupid?

•   WP(Jonathan Capehart): Yes, the Kabul withdrawal is a disaster. But Biden made the right decision on Afghanistan.

•   Bloomberg(Editorial Board): How the U.S. Can Recover From the Bungled Afghanistan Withdrawal

•   Bloomberg(Tyler Cowen): First Covid Immobilized Us. Now Governments Are.

•   Bloomberg(John Authers): Fund Managers in Thrall to TINA Can't Quit Stocks

•   Bloomberg(Robert Burgess): Rising Dollar Isn't Entirely Good News for the Fed and the Economy

•   Bloomberg(Shuli Ren): Huarong Gets a Bailout as Xi Jinping Campaigns for the People's Mandate

•   Bloomberg(Brooke Sutherland): Industrial Strength: An Electric Boat Isn't Just a Floating Tesla

•   Bloomberg(Jonathan Bernstein): On Vaccines and Afghan Refugees, Was Biden Too Slow to Act?

•   Bloomberg(Bobby Ghosh): Taliban Now Have a $22 Billion Economy. Where Will Afghanistan's Money Go?

•   Bloomberg(Matthew Brooker): China's Real Estate Bubble Is So Dangerous Beijing Can Only Watch It Grow

•   Bloomberg(Andrea Felsted, Anjani Trivedi): Delta, Xi Jinping May Cut Short China's Luxury Revenge Shopping

•   CNBC(Frederick Kempe): The disaster in Afghanistan threatens Biden's 'America is back' message to allies

•   Reuters(John Kemp): Oil price path depends on pandemic's next phase

•   한경(박주헌): 탄소중립 '과속'할 필요 없다

•   한경(한상춘): 패닉에 빠진 韓 증시…'퍼펙트 스톰' 오나

•   서경(강인수): 새로운 무역장벽 탄소국경세

•   조선(사설): 文 전자 문서에 글로 지시, ‘월성 1호 5600억 손실 배상 책임’ 명백한 증거

•   중앙(김창섭): 태양광 산업이 ‘퍼스트 무버’가 되려면

•   문화(사설): 먹튀 적나라해진 ‘복마전 태양광 사업’ 전면 조사해야

•   헤럴드경제(최인한): 수소연료 여객선 시대 연 일본