Business Intelligence Monitor 210826

(Introduction)

[Markets]

•   Global: Wall Street hits records on economic optimism; dollar falls

•   Metals: Copper holds gains as inventories dwindle

•   Iron ore: Iron ore price up amid signs of resilient demand in China

•   Grains: Corn climbs on weaker crop conditions, soybeans mixed

•   한국: 코스피, 관망 심리 속 3일째 상승…3,150선 근접

•   한국: 삼성이 쏘아올린 240조…'들썩들썩' 증시 수혜주는

•   한국: 두산그룹주 방향 못 잡아, 두산퓨얼셀 3%대 두산밥캣 1%대 올라

[Indicators]

•   US Jul. Durable goods orders: Durable-Goods Orders Dropped Slightly in July as Supply Constraints Continue

•   US Jul. Leasing & Finance index: New Leasing Business Grows 9%: ELFA

•   North America Aug. Construction cost: COVID-related Freight Constraints, Labor Costs Continue to Push Engineering and Construction Costs Upward

•   US Weekly Mortgage rates·applications: Mortgage rates fall for the first time in 3 weeks, but demand is still light

•   Germany Aug. Ifo business climate: German business confidence falls as concerns mount

•   India Jun. Employment: Formal sector hiring rebounds significantly in June

•   Brazil Aug. CPI: Brazil’s Inflation Speeds Up With More Key Rate Hikes in Sight

•   한국 2020년 출생 통계: 출생아 사상 첫 20만명대… '인구 대지진'

•   한국 6월 인구동향: 더 빨라진 인구소멸 시계… 상반기 출생아 13만명 그쳐

•   한국 7월 국내인구이동: 집값 짓눌린 6만명, 올해 서울서 짐쌌다

•   한국 7월 무역지수 및 교역조건: 수출가 보다 수입가격 더 올라···교역조건 4개월 연속 악화

[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: Biden Administration Likely to Approve Covid-19 Boosters at Six Months

※   starting at least six months after the previous dose rather than the eight-month gap they previously announced

※   Moderna said Wednesday that it had completed filing for full approval of its vaccine

•   WSJ: J&J Says Covid-19 Booster Prompts Strong Immune Response

※   Booster recipients showed ninefold increase in antibody levels compared with one month after first dose

•   WSJ: Covid-19 Vaccinations Rise as Delta Variant Spreads, Pfizer Receives Full FDA Approval

•   WSJ: U.S. Covid-19 Hospitalizations Nearly Doubled in August as Some States Ask for Resources

※   U.S. Covid-19 hospitalizations have surpassed 100,000 for the first time since January

•   WSJ: Covid-19 Origin Researchers Warn Time Is Running Out to Find Answers

•   WSJ: Only a Fraction of Covid-19 Rental Assistance Has Been Distributed

•   WSJ: Derby’s Take: Economists Don’t Expect Powell Taper Announcement This Week

•   WSJ: Israel’s Bennett Seeks New Political Order. Netanyahu Stands in the Way.

•   WSJ: Up to 1,500 American Civilians Still in Afghanistan as Clock Ticks

•   WSJ: Taliban Takeover Is a Boon for Cash-Strapped Iran

•   WSJ: Chinese Factories Are Having Labor Pains—‘We Can Hardly Find Any Workers’

•   WSJ: Companies Strike While the Stock Market Is Hot

•   WSJ: Western Digital in Advanced Talks to Merge With Kioxia in $20 Billion-Plus Deal

•   WSJ: Delta Air Lines to Impose $200 Monthly Charge on Unvaccinated Employees, Add Testing Requirements

•   WSJ: Didi Delays U.K., Europe Expansion Plans After Officials Raise Data Concerns

•   WSJ: Biden Says Cybersecurity Is the ‘Core National Security Challenge’ at CEO Summit

•   WSJ: Electric-Car Charging Stations Give the Home Garage a Powerful Upgrade

•   NYT: Rejecting Covid-19 Inquiry, China Peddles Conspiracy Theories Blaming US

•   NYT: The Pandemic Is Testing the Federal Reserve’s New Policy Plan

•   NYT: Biden, Needing a Win, Enters a Sprint for His Economic Agenda

•   NYT: In Afghanistan's Panjshir Valley, Taliban Resistance Faces Long Odds

•   NYT: The W.H.O. will address inequities by making vaccines in Latin America.

•   NYT: Aleksei Navalny in His Own Words: Read Excerpts From His Interview

•   WP: Harris, in Vietnam, gets a dose of China’s challenge to the U.S.

•   WP: ‘I’m still not planning to get it’: FDA approval not swaying some vaccine holdouts

•   WP: The GOP struggles with what to do on employer vaccine mandates

•   WP: America’s exceptional infighting over the coronavirus

•   WP: Cryptocurrency advocates find Treasury’s Yellen to be a tough sell

•   FT: Supply chains are a mess. So how come trade is booming?

•   FT: German election wide open as Merkel successor loses poll lead

•   FT: UK ministers set to cut back HS2 eastern route

•   FT: Wales advances its plans for small nuclear plants

•   FT: UK’s FCA says it is ‘not capable’ of supervising crypto exchange Binance

•   FT: How exile changed the Taliban

•   FT: Nato chief warns ‘real danger’ of terror attack at Kabul airport

•   FT: Japan and Taiwan to hold talks to counter Chinese aggression

•   FT: Brazil’s ‘third way’ candidates gear up to challenge Bolsonaro

•   FT: Wealthy nations under pressure to pass IMF stimulus on to poor countries

•   FT: Seoul urges Biden to break vaccine IP deadlock

•   FT: Distressed debt funds sparkle in Covid recovery

•   Bloomberg: China’s Regulatory Crackdowns Are Already Hurting the Economy

•   Bloomberg: How China's Ultra-Loyal Web Army Can Silence Beijing's Critics

•   Bloomberg: Wall Street's John Thornton Meets China Officials to Help Restart US Talks

•   Bloomberg: SEC Chief Warns ‘Clock Is Ticking’ on Delisting Chinese Stocks

•   Bloomberg: Country Now Comes Before Profit For Companies in Xi’s China

•   Bloomberg: China Reopens Terminal at World’s Third-Busiest Port

※   The Meishan terminal at China’s second-busiest port reopened Wednesday

•   Bloomberg: Embattled WHO Virus Origins Team Says Window Closing For Probe

•   Bloomberg: Fed Should Draw Line on Covid Stimulus, JPMorgan’s Michele Says

•   Bloomberg: For Fed Taper, Forget When It Starts. It’s the End That Matters

•   Bloomberg: Senate Company Tax Plan Boosts Levy on Sending Profit Abroad

•   Bloomberg: EU to Discuss Reimposing Covid-Related Travel Curbs on U.S.

•   Bloomberg: ECB Will Act If Fed Taper Creates Spillovers, Lane Tells Reuters

•   Bloomberg: U.K. Construction and Manufacturing Boost Wage Inflation

•   Bloomberg: Why EU’s Balkan Expansion Faces Long and Winding Road: QuickTake

•   Bloomberg: Apple, Google App Store Models Face New Threat in South Korea

•   Bloomberg: Waning Covid Cases Helped India’s Economy Steady in July

•   Bloomberg: Japan’s Suga Firms Up Key Re-Election Support Despite Low Polls

•   Bloomberg: Japan Puts Most of Population in Virus Emergency as Cases Surge

•   Bloomberg: Mexico Warns of Automaker Exodus If Car Dispute Not Settled

•   Bloomberg: Brazil’s Key Fiscal Rule Is In Jeopardy, Economy Minister Warns

•   Bloomberg: Brazil High Court Puts Off Central Bank Decision Until Thursday

•   Bloomberg: Brazil to Begin Giving Vaccine Boosters, Cut Time Between Doses

•   Bloomberg: Iran Installs Government, Moving Closer to Resuming Atomic Talks

•   Bloomberg: Nuclear Inspectors Seek to Plug Gaps Observing Iran’s Program

•   Bloomberg: Emerging Markets to Weather Slow Fed Taper, Says RockCreek CEO

•   Bloomberg: China’s Municipal Yuan Debt Is Going Offshore For the First Time

•   Bloomberg: Americans Keep Driving Despite Virus Concerns, Aiding Oil Prices

•   Bloomberg: Xiaomi Buys Self-Driving Tech Startup to Propel EV Ambitions

•   Bloomberg: Budget Puts Biden Climate Goals in Reach, Democratic Study Says

•   Bloomberg: Hydrogen Is Green Steel’s Best Bet in the Long Run, BNEF Says

•   Reuters: Western nations race to complete Afghan evacuation before troops depart

•   Reuters: COVID vaccine protection wanes within six months - UK researchers

※   Protection against COVID-19 offered by two doses of the Pfizer/BioNTech and the Oxford/AstraZeneca vaccines begins to fade within six months

•   Reuters: Heart inflammation risk boosted slightly by vaccine, more by COVID-19 -study

•   Reuters: WHO says no conclusive data yet on need for COVID-19 booster shot

•   Reuters: Schumer says infrastructure bills edge U.S. close to Biden climate goals

•   Reuters: Germany's Sept election and why it matters to markets

•   Reuters: Taiwan reports no new domestic COVID-19 cases, first time since May 9

•   Reuters: China's provinces still planning over 100 GW of new coal projects - Greenpeace

•   Reuters: Google brings Samsung 5G modem tech to U.S. market with new Pixel phone -sources

•   Reuters: Analysis: Inflation vs jobs hole: A tradeoff the Fed still hopes to skirt

•   AP: EXPLAINER: What's happening with Afghanistan evacuations?

•   CNN: Ford CEO: Up to 20% of factory workers are out on some days

•   CNN: Global trade is in disarray. It's still booming

•   CNN: Welcome to the big SPAC slowdown

•   CNBC: The U.S. is reviewing its trade policy with China, says USTR Katherine Tai

※    “Biden-Harris Administration and USTR are conducting a comprehensive review of U.S.-China trade policy,”

•   CNBC: Cornell professor on Afghanistan U.S. withdrawal, Taliban impact on China

•   CNBC: Survey finds auto industry hit hardest by supply chain disruptions during Covid pandemic

•   CNBC: What happens next as Democrats try to pass infrastructure, budget bills

•   CNBC: Global electric power demand surges above pre-pandemic levels

※   Ember: Global Electricity Review: H1-2021

•   CNBC: Extreme weather events are pushing consumers to solar and residential storage

•   CNBC: Fuel-cell vehicles are set for big gains in China’s commercial truck market, JPMorgan says

•   CNBC: Alphabet’s drones delivered 10,000 cups of coffee and 1,200 roast chickens in the last year

•   MarketWatch: U.S. households and small businesses have stockpiled a mind-blowing record cash pile of almost $17 trillion

•   SCMP: Explainer | What is China’s common-prosperity strategy that calls for an even distribution of wealth?

•   SCMP: China fighting ‘uphill’ battle to revitalise northeast rust-belt in latest bid to transform former industrial heartland

•   SCMP: China debt: Guangdong, Shenzhen eye foreign capital boost via offshore bond sales in Hong Kong and Macau

•   Global Times: 'Common prosperity' to be start point and focus of China's central bank's work

•   Caixin: Analysis: U.S. Vice President’s ‘Softened’ Rhetoric on China in Southeast Asia Is ‘Deceptive’

•   Caixin: Energy Insider: China Completes First Underground Hydrogen Storage Well

•   Nikkei Asia: Japan extends COVID-19 emergency to eight more prefectures

•   Nikkei Asia: Japan's Fuji Electric gives $360m boost to power chip business

•   Nikkei Asia: Analysis: Xi's leftward shift to a socialist China is for real

•   Mainichi: Surging COVID cases delay emergence of pent-up demand: Bank of Japan member

•   DIGITIMES: Global DRAM output value climbs 26% in 2Q21, says TrendForce

•   DIGITIMES: Taiwan-based companies strengthen pandemic prevention measures in Vietnam factories

•   DIGITIMES: China-based EV brands make a move as joint venture companies face chip shortage

•   DIGITIMES: Weblink expects consumer PC sales to slow down in 2H21

•   Robotics Tomorrow: Robots: from Automated to Autonomous

•   Robot Report: How Boston Dynamics makes Atlas run, flip & vault

•   매경(P1): 골드만, 韓 데이터·물류센터 2조 투자

•   매경: 韓오피스 주로 담던 골드만, 신재생에너지까지 '큰 그림' 그린다

•   매경(P1): 10년뒤 분양까지 당겨…총 16만가구 사전청약

※   국토부: 올해 하반기부터 총 10.1만호 신규 사전청약 추가공급 착수... 공급효과 조기화 기대

•   매경: 1만가구 공급 약속한 태릉CC…결국 6800가구로 대폭 축소

•   매경(P1): 코인거래소 24곳은 폐쇄 확실

•   매경(P1): [단독] 법인세 '하한선 족쇄'에 빛바랜 세액공제

•   매경: 非통신서 새먹거리 찾는 SKT…3600만 고객 잡는다

•   매경: 5G 로봇이 유해물질 탐지…LG유플, ESG서 사업기회 잡는다

•   매경: 현대重 건설기계 사업재편…"2025년 매출 10조 올릴 것"

※   제뉴인, 지게차 사업 투자·육성

•   매경: 고질병 '하투' 끝낸 車업계…르노삼성만 남았다

•   매경: 국민 노후 버팀목' 국민연금 900조 넘었다…주식투자 수익률은

•   매경: [View&Outlook] 韓, 탄소중립 성공하려면…탄소저장기술 확보해야

•   매경: [한국경영학회 융합학술대회] '기회의 땅' 亞 이끌려면…한강의 기적 일군 창업정신 갖춰야

•   한경(P1): '거침없는' 나스닥…박스권 갇힌 코스피

•   한경(P1): 탄소중립에 요동치는 원자재시장…기업들 초비상

•   한경: 고철값 뛰는데 철광석은 급락…'脫탄소'가 원자재 가격 뒤흔든다

•   한경: 기업 총력전 펴는데…자원개발 손놓은 정부, 해외광산은 되레 매각

•   한경: 널뛰는 팔라듐·백금값…반도체發 자동차 감산 쇼크에 급락

•   한경: "'반쪽 접종' 초유의 사태 올 수도"…백신 배정 무리수 논란

•   한경: 집값의 6~16% 내고 10년 거주…'누구나집' 사업 9월부터 본격화

•   한경: '1주택자 양도세' 어떻게…與·野 9월 국회서 전면전

•   한경: 세상에 없던 수소 생산기술…비용 절반으로 '뚝'

•   한경: "지금이라도 영끌 매수할까요?" 물었더니…전문가의 '충고'

•   서경: 탄소중립 핵심기술에 6.7조 투입한다

※   산업부: 산업부, 6.7조 원 규모의 산업부문 탄소중립 기술개발 예타 기획(안) 마련

•   서경: 국내 친환경차 첫 100만대 돌파

•   서경: 삼성디스플레이, IMID 2021서 최신 OLED 기술 선봬

•   서경: 경제5단체 "탄소중립법 기업 의견도 들어야"···정부에 우려 전달

•   서경: [사이언스] 온실효과 이산화탄소의 80배···지구 덮친 '메탄의 역습'

•   서경: 전국이 청약 열기···초기분양률 98.3% '사상 최고'

•   조선: 한국 100대 기업중 82곳, 美 블랙록이 큰손

•   조선: 블랙록·뱅가드·스테이트스트리트 ‘빅3’… 기업 지배구조 개선에 적극

•   조선: “삼성전자·하이닉스 투자할까요?” 7개 증권사에 물어봤더니

•   조선: 삼성전자 외국인 지분율 51%, 4년만에 최저

•   조선비즈: 올해 상반기 글로벌 유니콘 291개 탄생… 한국은 단 1개

•   조선비즈: 쌀 20%·녹두 57%·배 41% 올라…공포의 추석물가

•   조선비즈: “몸값 최대 80조원 요구”…삼성전자, 車 반도체 2위 NXP 인수 사실상 포기

•   조선비즈: 삼성전자, 스마트폰 원가 절감 위해 中 OLED 탑재 검토

•   조선비즈: 코엑스서 3일간 국내 최대 스마트공장·자동화산업 전시회 개최

•   조선비즈: [르포]‘백신 인센티브’에도 하루 매출 4만원... ‘투잡’ 뛰는 자영업자들

•   인베스트조선: 테슬라, AI 내재화·인재 수혈 준비 완료…미래차 허들 높아지는 현대차

•   동아(P1): ‘韓 상륙’ 아마존, 해외직구 장벽 낮춰… 네이버-쿠팡과 무한경쟁

•   동아: 1~2인 가구 증가에… 아파트 거래 10채중 9채는 ‘중소형’

•   동아: 갤폴드-플립3, 첫날 개통 신기록… ‘폴더블로 시장 선도’ 청신호

•   문화(P1): “中에 경도된 공포서 벗어나라”

•   한국: 다시 2000명대 확진, 위중증 환자 급증… 지속가능한 '위드 코로나' 방식은

•   경향: [단독]문재인 정부 학자그룹 ‘홍장표가 핵인싸’…‘서·경·박’ 그들만의 리그

•   머니투데이(P1): [단독]"HMM등 23개 해운사, 최대 7985억 과징금+고발"

•   머니투데이: 금리 운명의 날...15개월만에 '초저금리 시대' 막 내리나

•   헤럴드경제: 빅딜후 연이은 삼성·한화 M&A...그룹 간 ‘사업재편 효과’ 극대화

•   파이낸셜뉴스(P1): "코로나 이후 국경넘는 M&A 더 늘것" [제19회 서울국제A&D컨퍼런스]

•   파이낸셜뉴스: 로봇·드론이 피자배달…‘푸드테크’ 속도낸다

•   아시아경제(P1): [단독]2030 주식 '빚투' 190% 폭증

•   아시아경제: 혁신기업 격전장 된 100兆 구독경제시장

•   아시아경제: [르포]앞뒤 접는 폴더블에 車 P-OLED까지…차세대 디스플레이의 향연

•   디지털타임스(P1): HMM 파업 보류, 내달 1일 재교섭

•   디지털타임스: 개화기 맞은 `DDR5`, D램 서프라이즈 가나

•   이데일리(P1): "대박 노리다 물렸다"…따상의 허상

•   연합: 오늘 1천900명대…델타 변이 확산속 위중증·사망자 급증세 비상

•   연합: "제조업 디지털 활용도 OECD 평균 밑돌아…불평등도 심각"

•   연합: 포항 수소연료전지발전 클러스터 구축 청신호…예타 대상 선정

•   SBS: [단독] "군 장병 마스크 벗는다"…집단면역 실험 착수

•   노컷뉴스: [단독]"나는 임차인" 윤희숙, 가족의 세종시 땅은 '10억 차익'

•   에너지경제: "정부 정책 부응하고 일자리도 늘리고"…발전공기업, 자체 재생E 사업 늘린다

•   에너지경제: 태양광 늘린다는데 바뀌지 않는 ‘이격거리’ 규제…"더 이상 늘어날 곳이 없다"

•   전자신문(P1): [단독]'경영난' 중소 車부품사, 생산거점 해외 이전...'생태계 붕괴' 우려

•   전자신문: 연료비 상승, 에너지 산업 '강타'…시장도 '휘청'

•   ZDNet Korea: "메타버스 세계 구현? 내년까진 큰 변화 없을 것"

•   ZDNet Korea: 이제 드론도 수소다'...DMI, 수소 모빌리티 선점 공세

[Opinions]

•   Project Syndicate(Michael J. Boskin): Biden’s Cruel Summer

•   Project Syndicate(Yu Yongding): The Pandemic’s Impact on China’s Growth Prospects

•   FT(Editorial Board): Jackson Hole offers the Fed a chance to provide clarity

•   FT(Karen Ward): What the Bank of England exit strategy signals for other central banks

•   WSJ(Editorial Board): Biden’s Rush to the Afghan Exits

•   WSJ(Editorial Board): The Democratic Centrists Fold, on Schedule

•   WSJ(Daniel Henninger): Replace Joe Biden’s Foreign Policy Now

•   WSJ(Holman W. Jenkins, Jr.): Let the Spooks Speak on Covid

•   WSJ(Karl Rove): Afghanistan Won’t Be the Last Biden Crisis

•   WSJ(Paula J. Dobriansky, Paul Saunders): A Way Out of Biden’s Afghan Trap

•   WSJ(Anthony Gill): Economists Explain the Taliban

•   WSJ(Joseph Epstein): What Are Joe Biden’s Fixed Principles?

•   NYT(Peter Coy): Inflation Could Stay High Next Year, and That’s OK

•   WP(Jennifer Rubin): Why Pelosi’s victory was never in doubt

•   WP(Daniel W. Drezner): The U.S. is hooked on economic sanctions

•   Bloomberg(Michael R. Bloomberg): Don’t Let the Taliban Dictate the U.S. Evacuation

•   Bloomberg(Shuli Ren): On Bitcoin and China, SEC Chairman Gary Gensler's Bark Is Worse Than His Bite

•   Bloomberg(Jonathan Bernstein): Nancy Pelosi Is Poised for Another Big Victory

•   Bloomberg(Adam Minter): China Can’t Have the Winter Olympics and ‘Zero Covid’

•   Bloomberg(Tae Kim): iPhone vs Samsung Galaxy 2021: Which Is Better for Pandemic Living?

•   Bloomberg(Tara Lachapelle): Wall Street Is Ready to Put Lina Khan’s FTC to the Test

•   Bloomberg(Minxin Pei): U.S. Afghanistan Debacle Won't Lead China to Invade Taiwan

•   MarketWatch(Peter Morici): Powell’s tough choice: curb inflation or appease the Biden administration

•   MarketWatch(Jeff Reeves): The S&P 500 will keep going up this fall — for these 9 reasons

•   조선(사설): 한수원 “원전 폐지하라니 누구라도 붙잡고 하소연하고 싶다”

•   한겨레(사설): ‘기후위기 대응’ 진정성 의심케 하는 탄소중립기본법