Business Intelligence Monitor 210825

(Introduction)

[Markets]

•   Global: Stocks, U.S. yields gain ahead of Fed chair Powell's Jackson Hole speech

•   Metals: Copper claws higher but remains jittery on rates

•   Iron ore: Iron ore price jumps 7% on hopes of more support from Chinese government

•   Grains: Soybeans rally as crop conditions drop, soyoil prices rise

•   Cryptocurrency: Bitcoin ‘whales’ jump back into market during cryptocurrency’s rebound to $50,000

•   한국: 코스피, 이틀째 반등 3,140대 근접…외국인 11일만에 순매수

•   한국: "삼성 투자시계 다시 돈다"···삼전·반도체 장비주 급등

•   한국: 두산그룹주 다 올라, 두산퓨얼셀 6%대 두산중공업 두산 4%대 상승

[Indicators]

•   US Jul. New home sales: U.S. New-Home Sales Rise in July, Steadying From Recent Softness

•   Germany Q2 GDP(final): German Consumers Help Deliver Faster-Than-Expected Growth

•   China Jul. House sales: UK house sales plunge in July after stamp duty holiday ends

•   South Africa Q2 Employment: Pandemic pushes South African joblessness to record high

•   Saudi Arabia Jun. Oil exports: Value Of Saudi Oil Exports Soared 123% In June

•   한국 상반기 지역별 고용: 카페 접은 사장님 쿠팡맨 됐나…비임금 근로자 8년만에 최저

•   한국 2분기 가계신용: 가계빚 폭탄 1800조 원 돌파... 또 사상 최대 기록 썼다

•   한국 8월 BSI·ESI: 엇갈린 기업 체감경기…제조업↓ 서비스업↑

[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: House Passes Budget Blueprint Key to Democrats’ Agenda

※   Procedural vote to advance Biden agenda comes after standoff between centrist Democrats, party leaders

•   WSJ: Biden to Receive Report on Covid-19 Origins, but Challenges Persist in How to Deal With China

•   WSJ: Covid-19 Rekindles Debate Over License Requirements for Many Jobs

•   WSJ: Some Parents Push to Give Covid-19 Vaccine to Children Under 12

•   WSJ: Delta Variant Keeps Expats Stranded as Countries Reinforce Border Controls

•   WSJ: Delta Variant Outbreaks in Sparsely Vaccinated Asian Countries Disrupt Production

•   WSJ: World Bank Freezes Aid to Afghanistan

•   WSJ: Waymo Opens Robotaxi Service in San Francisco for Ride Hailing

•   NYT: Biden tells G7 he aims to withdraw troops by Aug. 31, citing ‘very high’ risk of attack.

※   White House: Statement by Press Secretary Jen Psaki on President Biden’s Meeting with G7 Leaders

•   WP: CVS Health expands vaccine mandate amid full approval from FDA

•   WP: Coronavirus vaccines remain highly effective at stopping severe disease amid spread of delta, L.A. data show

•   WP: North Korea coronavirus vaccines delayed, as U.N.-backed program renews efforts

•   FT: Scientists warn of increased frequency of extreme weather events

•   FT: UK jump in Covid deaths alarms hospital leaders

•   FT: UK vaccine advisers to call for targeted booster programme

•   FT: Kamala Harris’s trip delayed by ‘anomalous health incident’ in Hanoi

•   FT: China’s crypto crackdown delivers windfall to global bitcoin ‘miners’

•   FT: Maersk takes biggest step yet to decarbonise container shipping

•   Bloomberg: SEC to Demand All China Firms Say More About Investor Risks

•   Bloomberg: Cathie Wood Is More Optimistic Than Pessimistic About China

•   Bloomberg: MSCI CEO Dismisses Concern Chinese Stocks Are ‘Uninvestable’

•   Bloomberg: Will Jerome Powell Be Nominated for Second Fed Term After Hill Charm Offensive?

•   Bloomberg: Vaccine Efficacy Diminished as Delta Arose, CDC Report Shows

•   Bloomberg: Pandemic’s Economic Shocks Fuel Scrutiny of Global Value Chains

•   Bloomberg: What’s Happening in the World Economy: Reasons to Be Optimistic

•   Bloomberg: Activists to Yellen: Use Aid for Pandemic Relief, Not Debt

•   Bloomberg: Boosters for Those With Weak Immune Systems Backed by U.K. Study

•   Bloomberg: India to Resume Covid Vaccine Exports in 2022, Official Says

•   Bloomberg: Taiwan NTD Likely on US Currency Watchlist Due to Trade Surplus

•   Bloomberg: Philippines’ Duterte Agrees to Run for Vice-President in 2022

•   Bloomberg: China Eyes $1 Trillion of Minerals With Risky Bet on Taliban

•   Bloomberg: PBOC Vows to Boost Credit Support, Stabilize Money Growth

•   Bloomberg: Bolsonaro Backs Brazil Central Banker Campos Neto Despite Inflation Complaints

•   Bloomberg: Rich Nations Lagging on Climate Goals May See Higher Bond Yields

•   Reuters: U.S. could control COVID by spring 2022 if more people get shots -Fauci

•   Reuters: Pfizer, Moderna get EU nod for boosting mRNA COVID-19 vaccine output

•   Reuters: U.S. data show rising 'breakthrough' infections among fully vaccinated

•   Reuters: Israel's COVID-19 vaccine boosters show signs of taming Delta

•   Reuters: Fed's Jackson Hole shift shows Delta variant's ability to skew plans

•   Reuters: Fed chief Powell's record 'mixed,' think tank says

•   Reuters: Uncertainty reigns as Chile presidential election enters home stretch

•   Reuters: COVID-19 booster shots should follow after China inoculates more -state media

•   AP: Daily new COVID-19 cases in Israel approach January peak

•   CNN: The economy is sending mixed signals. Here's what's going on

•   CNBC: WHO says Covid misinformation is a major factor driving pandemic around the world

•   CNBC: Covid deaths could 'climb even higher in the next couple weeks,' warns Dr. Ashish Jha

•   CNBC: Russia is pumping a lot less natural gas to Europe all of a sudden — and it is not clear why

•   CNBC: Biden’s approval ratings plummet, potentially spelling trouble for Dems in Congress

•   CNBC: The economy could be getting help from positive news on the delta variant

•   CNBC: British MP Tom Tugendhat on China, Afghanistan and the Taliban

•   CNBC: Blackrock’s former sustainable investing chief now thinks ESG is a ‘dangerous placebo’

•   CNBC: Bosch says the semiconductor supply chains in the car industry no longer work

•   MarketWatch: Nasdaq 15,000: Just another stock-market number or something else?

•   Fox Business: 'There is more inflation coming': Auto parts retailer warns

•   SCMP: As India watches Afghanistan nervously, upheaval could reshape US ties and shift its approach to China stand-off

•   SCMP: China supply chain: ‘serious backlog’ of cargo expected at Shanghai Pudong airport as coronavirus cases divert flights

•   SCMP: China’s yuan internationalisation faces coronavirus, geopolitical threats despite record cross-border use

•   SCMP: China delivers more Covid-19 vaccines to Vietnam on eve of Kamala Harris trip

•   Nikkei Asia: Japan eyes COVID antibody cocktail for homebound patients

•   Nikkei Asia: Toyota set to steeply increase steel prices for suppliers

•   Economic Times: India's GDP likely to grow at 18.5% in April-June quarter this fiscal: SBI report

•   Economic Times: Business activity at pre-Covid levels for 2nd week in a row

•   OilPrice.com: U.S. Strategic Oil Reserve Selloff May Suppress Fuel Prices

•   MINING.com: Higher metal prices to push exploration budgets up in 2022, says S&P Global

•   Industrial Vehicle Technology: Bobcat unveils new six tonne Stage V wheeled excavator

•   DIGITIMES: Semiconductor equipment billings rise again

•   DIGITIMES: Top-5 notebook vendors see combined shipments drop 5% in July

•   Robotics & Automation News: Pandemic drives smart appliance and consumer robotics market revenues to $80 billion in 2021

•   Robotics & Automation News: Urban air taxi solutions will revolutionize mobility industry, says GlobalData

•   매경(P1): 단일기업 역대 최대 삼성 240조…어디에 투자하나

•   매경: 삼성 바이오사업 '제2 반도체 신화' 쓴다

•   매경: "투자 늦추면 경쟁업체에 밀린다" 위기의식 커

•   매경: "청년에 공정한 취업기회"…삼성 사라지는 공채 지켰다

•   매경(P1): "대출중단 부작용 커…금리인상이 해법"

•   매경(P1): 2030 표 급했나…월세 무이자 대출, 군 병사 월급인상 청년예산만 20조 편성했다

•   매경: "전세금 치르려면 마통이라도"…신용대출 닷새만에 1600억 폭증했다

•   매경: 삼성전자 초고속 성장 기대되는 AI메모리반도체 선점 나섰다

•   매경: 삼성 LG 대단하네…전세계서 팔린 TV 절반 차지, 3위 소니 9% 불과

•   매경: 진격의 K조선 역대급 실적에도 직원수는 1500명 줄였다…왜?

•   매경: 로봇이 튀겨주면 더 맛날까?…교촌도 도입한다

•   매경: "상식적으로 납득못할 통계"…서울 빌라가격 한달새 28% 올랐다

•   한경(P1): 무주택자에 더 가혹한 '대출 규제'

•   한경(P1): 일본→중국→미국 서학개미 10년 '머니무브'

•   한경: "이 주식 사면 망할 일 없다"…뭉칫돈 몰리는 곳

•   한경: "밤 10시 반, 미국場 열렸다" 심야거래 264만건

•   한경(P1): [단독] 네이버, 의료 빅데이터 사업 나선다

•   서경(P1): 노동법 개정·정규직화 요구···정권말 목청 높이는 강성노조

•   서경: LG전자 '완성차 태스크' 운영···車 전장사업 힘 싣는다

•   서경: 코로나發 대리운전 플랫폼 지각변동···타다·티맵은 발목, 카카오는 되레 외연 확장

•   서경: 모레 한은의 결정은?···채권전문가 67% "기준금리 동결할것"

•   서경: 오락가락 증시에···개인 공매도 한 달 새 30% 급증

•   서경: 文정부서 18% 뛴 노후아파트···서울 집값상승 주도

•   조선: 산업부 실무진 “탈원전, 절차 지켜야”… 靑 “그런말 할거면 오지말라”

•   조선: 청와대 문턱서 멈춰선 원전 수사… 野 “꼬리 자르기로 몸통 숨기나”

•   조선: 비정규직 노조, 현대제철 점거… 민간으로 번진 ‘직고용 갈등’

•   조선: 말 바꾸고 정책 손놓고… 논란의 기재부

•   조선: 신재생에너지 사업자 절반 “올 목표달성 어려워”

•   조선: 무게 줄여야 더 간다… 전기차는 다이어트 중

•   조선: 추돌사고·날씨까지 생생하게… 메타버스서 자율주행 실험

•   조선비즈: 1주택자 종부세 기준 ‘9억→11억’… 법사위 전체회의 통과

•   조선비즈: 부동산 투기 의혹 윤희숙, 사퇴 뜻 전달… 기자회견서 입장 표명 예정

•   인베스트조선: 박근혜의 삼성, 문재인의 삼성 그리고 000의 삼성

•   중앙: 25억 쓴 ‘박원순표 태양광’ 단지, 발전효율 10% 넘는다더니 3%

•   중앙: 추석 이후로 접종 예약한 18~ 49세, 추석 전 백신 맞는다

•   중앙: [View & Review] 세게 더 세게…내성만 키운 부동산 ‘특단의 대책’

•   중앙: [Data & Now] 삼성전자 2분기 배당 14.2조 세계 1위

•   중앙: 꿈쩍않던 LNG선 가격 120억 뛰었다, 저가 수주 탈출 청신호

•   동아(P1): 한국 도운 아프간인들, 수송기 보내 국내이송

•   동아: 현대車-환경부 “4년내 전기-수소택시 10만대 보급”

•   동아: “비싼 주식 사는 개미들… 오르면 바로 팔고, 하락땐 버티기”

•   문화: 외국인 근로자 2년째 감소…中企 “공장 가동 벼랑끝”

•   한국: 전력 대란 ‘호들갑’ 반복하지 않으려면… “공급 유연성 확보를”

•   세계: 한정애 “온실가스 감축 목표, 선진국 수준은 어려워”

•   한겨레: 재생에너지 발전 증가한 독일, 정전은 줄었다고?

•   경향(P1): “집 있으면 몇 달 새 벼락부자…집값 폭등에 “일을 왜 하는지”

•   경향: “원전해체, 549조 규모 미래산업 국내 재생에너지 지원 병행해야”

•   머니투데이(P1): "전용 84㎡ 전셋값 4억" 어디?…공급 확 늘린 '오세훈표 장기전세'

•   머니투데이: 폴더블 노트북·TV까지..삼성·LG IMID서 첨단 OLED 선보인다

•   머니투데이: 조선 후판 가격 톤당 40만원 껑충..철강업계 명분 통했다

•   머니투데이: HMM 파업 3주만 해도 6800억 날려..물류대란 터지나

•   헤럴드경제: 주택 투기 심하다고?...갭투자 확 줄었다

•   연합: 오늘 또 2천명대, 50일째 네 자릿수…위중증 환자도 급증세 비상

•   연합: "음식 배달·시설 점검" 청풍호서 드론 실증실험 본격화

•   더구루: '폴드3=노트Z?'…삼성 갤럭시노트 단종설 재조명

•   에너지경제: [이슈분석] 빗나간 정부 전력수요 예측에 겨울철도 수급 불안 우려

•   에너지경제: 에기연 "재생E 부하변동 끄떡없는 안정적 수소 생산 실마리 찾아"

•   에너지데일리: 이원욱 의원, 수소가스터빈 개념 명시 '수소법' 개정안 대표발의

•   전자신문: [이슈분석]대선 산업정책, 규제완화 신산업 지원에 방점

•   전자신문: 전력거래소, 4차 산업혁명 전력수요 전망모델 수립 나서…전력수급계획 첫 반영 주목

•   로봇신문: 중국 작년 스카라 로봇판매량 60% 증가

[Opinions]

•   Project Syndicate(Sigmar Gabriel): Sigmar Gabriel Says More…

•   Project Syndicate(Anders Åslund): The Case for Stronger Russia Sanctions

•   Project Syndicate(Eric Posner): COVID and the Conservative Economic Crack-up

•   Project Syndicate(Michael Spence): A World of Heat and Headwinds

•   Project Syndicate(Olivia White, Anu Madgavkar): The Promise of Open Financial Data

•   FT(Edward Luce): Biden’s America is confused — and so is the world

•   FT(Sarah O'Connor): UK truck driver shortage signals a broken labour market

•   FT(Bryan Harris): Bolsonaro pushes the limits of democracy in Brazil

•   FT(Edward White): China’s courts take centre stage as defaults shake $17tn bond market

•   FT(Jamie Powell): Is there a correlation between US Covid cases and crypto prices?

•   WSJ(Editorial Board): The FDA’s Vaccine Sprint

•   WSJ(Editorial Board): The Agony of the ‘Centrist’ Democrats

•   WSJ(Editorial Board): The Taliban’s Aug. 31 ‘Red Line’

•   WSJ(James Freeman): Biden’s Collapsing Reputation

•   NYT(Paul Krugman): Workers Don’t Want Their Old Jobs on the Old Terms

•   NYT(Paul Krugman): How Not to Create Jobs

•   WP(David Ignatius): As CIA director Burns meets with the Taliban’s leader, the future of U.S.-Taliban relations remains unclear

•   WP(Henry Olsen): The Democratic rift between progressives and moderates is unresolvable

•   WP(Alexandra Petri): The Pfizer vaccine Comirnaty is FDA-approved, so what’s your new excuse?

•   Bloomberg(Editorial Board): At Jackson Hole, Powell Should Send a Message on Phasing Out QE

•   Bloomberg(Conor Sen): In This Housing Boom, Mortgages Are for Losers

•   Bloomberg(Marcus Ashworth): Europe May Still Beat the U.S. and U.K. in the Economic Recovery Race

•   Bloomberg(Therese Raphael): Boris Johnson’s Plea to Joe Biden on Afghanistan: Don’t Quit

•   Bloomberg(Clara Ferreira Marques): Russia's Ruling Party Needs a Lift to Get Over Its Unpopularity. Can Putin Help?

•   Bloomberg(Lisa Abramowicz): Fed Jackson Hole Meeting: It Decries Wealth Gap It Helps Perpetuate

•   Fox News(Mike Pompeo): Biden's weakness puts American lives at risk in Afghanistan. We can't leave anyone behind

•   서경(조장옥): 지금이 금리 올릴 때인가

•   조선(한삼희): 월성 1호 손실 국민 덮어씌우기 ‘묘기 대행진’