Business Intelligence Monitor 210827

(Introduction)

[Markets]

•   Global: Stocks fall, U.S. yields flat after Fed officials focus on taper timeline

•   Metals: Copper falls as cautious investors await Powell speech

•   Iron ore: Iron ore price rises on China steel demand optimism

•   Grains: Corn, soy falls as US Midwest rains benefit crops

•   한국: 코스피, 금리 인상에 3,120대로 밀려…외국인 순매도

•   한국: 두산그룹주 혼조, 두산중공업 두산밥캣 하락 두산퓨얼셀 상승

[Indicators]

•   US Q2 GDP(rev.): US slightly upgrades GDP estimate for last quarter to 6.6%

•   US Aug. Car sales: U.S. August auto sales to fall as supply constraints continue - J.D. Power, LMC Automotive

•   US Weekly Jobless claims: U.S. Jobless Claims Rise but Hold Near Pandemic Low

•   Germany Sep. Consumer sentiment: German consumer morale drops heading into September- GfK

•   UK Jul. Car production: Chip shortage: UK car production falls to lowest level since 1956

•   한국 기준금리: 15개월만에 초저금리 시대 마감…기준금리 0.5→0.75% 인상

※   한국은행: 통화정책방향(2021.8.26)

※   한국은행: 경제전망(2021.8월)

•   한국 1분기 임금근로 일자리: 숙박·음식·제조업 일자리 1년 만에 7만2000개 감소

•   한국 주간 아파트 가격(부동산원): '강남4구' 아파트값, 1년8개월 만에 최대폭 올라

[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: Kabul Airport Attack Kills 12 U.S. Service Members, at Least 60 Afghans

※   Two explosions ripped through crowds seeking evacuation, followed by an assault by Islamic State gunmen

•   WSJ: Biden Vows Retribution for Kabul Attacks; ‘We Will Hunt You Down’

※   “We will continue the evacuation.”

•   WSJ: What is ISIS-K? Islamic State Affiliate Group Suspected in the Kabul Airport Explosions

•   WSJ: Inside the Taliban’s Hidden War Against ISIS

•   WSJ: Fed Officials Say Time for Tapering Is Nearing

※   Remarks from James Bullard, Robert Kaplan and Esther George come ahead of Kansas City Fed’s annual research conference

•   WSJ: Kerry to Press China to Stop Financing Coal-Fired Energy Projects

•   WSJ: Covid-19 Vaccine Efficacy: What Do the Numbers Really Mean?

•   WSJ: Covid-19 Delta Infections Trigger Political Side Effects in Asia

•   WSJ: World’s Largest Chip Maker to Raise Prices, Threatening Costlier Electronics

•   WSJ: Why Is the Supply Chain Still So Snarled? We Explain, With a Hot Tub

•   WSJ: More Companies Weigh Penalizing Employees Without Covid-19 Vaccinations

•   WSJ: GM Requiring All U.S. Salaried Workers to Report Their Vaccination Status

•   NYT: The Real Winner of the Afghan War? It’s Not Who You Think.

•   WP: Taliban pushes for political deal with rivals in quest for legitimacy

•   WP: Here’s how the Taliban takeover of Afghanistan could affect al-Qaeda and ISIS-K

•   FT: ECB holdouts dissented on new policy guidance, minutes show

※   ECB: Account of the July monetary policy meeting

•   FT: EU takes aim at UK plan to rewrite data laws

•   FT: Covid vaccines estimated to have prevented over 100,000 deaths in England

•   FT: Supply chain disruption threatens to hold back UK economic recovery

•   FT: Fed prepares for virtual Jackson Hole meeting under cloud of Delta

•   FT: Afghanistan’s Shia are fearful in face of Taliban takeover

•   FT: Argentina’s president tries to contain fallout from lockdown party photos

•   FT: US investors cut leverage for first time since start of pandemic

•   FT: Pipeline groups attempt reinvention with carbon capture plans

•   Bloomberg: The World Economy’s Supply Chain Problem Keeps Getting Worse

•   Bloomberg: Global Shipping Woes Squeeze More South American Beef Exporters

•   Bloomberg: Harris Says She Raised Human Rights With Vietnam After Criticism

•   Bloomberg: Harris Calls for More Pressure on China in Vietnam Meetings

•   Bloomberg: U.S. Says Ready to Compromise in Nuclear Talks: Iran Snapshot

•   Bloomberg: Macron Says It Would Make Sense for Ireland to Join Global Minimum Tax Deal

•   Bloomberg: ECB’s Villeroy Says Supply Problems Are Pushing Up Prices

•   Bloomberg: Euro-Area Consumers Shrug Off Pandemic But Firms Struggle: Chart

•   Bloomberg: Xi Says China Aims to Hit Key Economic Milestones Despite Virus

※   President highlights rural development in trip to Hebei

•   Bloomberg: China’s Communist Party Vows to Both Grow and Share Economic Pie

•   Bloomberg: Chinese Authorities Investigating Tax Evasion Among High Earners

•   Bloomberg: China’s Economic Recovery Wobbles as Risks Accumulate in August

•   Bloomberg: India Urges Its Automakers to Cut Reliance on Imports From China

•   Bloomberg: India Policy Support Draws Investors in Renewables, Avaada Says

•   Bloomberg: One of Hong Kong’s Last Independent Politicians Loses Position

•   Bloomberg: Brazil Top Court Upholds Law Granting Central Bank Autonomy

•   Bloomberg: Pfizer Taps Brazil Producer to Expand Vaccines in Latin America

•   Bloomberg: In Top Copper Nation, Labor Tensions Are Ratcheting Up Again

•   Bloomberg: BlackRock Faces Key Test in Booming $15 Trillion China Market

•   Bloomberg: Debt Ceiling Uncertainty Is Creating a Wedge in T-Bill Auctions

•   Bloomberg: Jerome Powell's Jackson Hole Speech Meets Wave of Expiring Treasury Options

•   Bloomberg: Will Remote Work Become the Norm? Hybrid Offices Are Transforming Economies

•   Bloomberg: The Future of Autonomous Delivery Vehicles Is Here

•   Bloomberg: Climate Change Speeds Up U.S. Harvest, Giving Oil Unlikely Lift

•   Bloomberg: Gas Producer’s Net Zero Pledge Challenged in Court by Activist

•   Reuters: Overshadowed by Afghan bombings, Biden talks with Israeli PM delayed until Friday

•   Reuters: Vietnam expects 50,000 new virus cases in major manufacturing hub

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

•   Reuters: Ex-Brexit negotiator Barnier to challenge Macron in presidential polls -AFP

•   Reuters: EU investigating Moderna vaccine contamination incident

•   Reuters: France to roll out COVID booster shots in nursing homes from Sept 12-13 -PM

•   Reuters: China says maintaining 'normal communication' with U.S. on trade

•   Reuters: Peru waits as Congress debates fate of leftist Cabinet

•   Reuters: Kerala's COVID-19 lessons for India and Modi's government

•   Reuters: EXCLUSIVE Toshiba in talks with four investment firms for strategic ideas -sources

•   Reuters: Analysis: China's property crackdown stalks credit markets

•   CNBC: U.S. Covid cases show signs of slowing, even as fatalities surge again

•   CNBC: The pressure is on for Powell and the Federal Reserve to manage the exit from ultra-easy policies

•   CNBC: How Europe could get China and the U.S. on its side with new carbon tax

•   CNBC: Japan suspends 1.6 million Moderna Covid vaccine doses over contamination concerns

•   CNBC: Oil has only done this twice in the past 20 years — and it could forecast a 50% rally

•   CNBC: It’s time to take Samsung’s folding phones seriously

•   CNBC: Nuro is building a test track and factory for its delivery robots in Las Vegas

•   MarketWatch: With more than 150,000 Americans contracting COVID-19 per day, the price for going unvaccinated is growing

•   SCMP: US-China trade growth has Australia asking whether WTO can stop ‘economic coercion’

•   SCMP: US considers extending tariff relief for Chinese medical gear used to fight Covid-19

•   SCMP: Russia seeks to assure India of partnership as Moscow, Beijing align positions on Afghanistan

•   SCMP: China to address ‘plague’ of soaring shipping rates, insufficient capacity weighing on SMEs

•   Caixin: Huawei’s Auto Drive Could Sputter Amid Concerns Over Smart Car Tie-Ups

•   Caixin: In Depth: Plight of China’s Gig Workers Poses Policymaking Dilemma

•   Nikkei Asia: China risk sends Australian, South Korean currencies sliding

•   Economic Times: Few takers for restructuring 2.0 amid demand recovery: CRISIL

•   DIGITIMES: Taiwan car PCB makers stay cautious despite brisk order visibility

•   Robotics Tomorrow: Democratising Automation - the Benefits of No-code Robotics

•   매경(P1): 월세 20만원 지원…청년 특공도 추진

•   매경: 기준금리도 올랐는데 이젠 아파트 값 잡히나요?

•   매경: "한계 내몰린 中企, 대책 서둘러야"

•   매경: 2030 저소득층부터 직격탄…금리인상, 가구당 이자부담 23만원 는다

•   매경: "돈 빌려 아파트 샀는데"…머리 복잡한 대출자에 금융 전문가 조언은…

•   매경: 증시 큰 충격 없어…"금리인상 선반영"

•   매경: 금리 계속 오른다는데 내 주식 괜찮나요? 고수 4명에게 물었더니…

•   매경: '탄소중립' 기업들 우려 큰데…이재명 "10년 앞당겨야"

•   매경: "그냥 서 있기만 했는데 로봇?"…테슬라봇 무리수 되나?

•   매경: 수소스포츠카·이동식충전기…현대차 수소신기술, 내달 7일 선보인다

•   매경: 현대오일뱅크, 수소차 연료전지 사업 진출

•   매경: 길어지는 재택근무…'AI 협업 툴' 시장 후끈

•   매경: 서울서만 아파트 1만4천가구 공급한다더니…전문가 "1만가구는 기대 말아야"

•   한경(P1): 2030 해외주식 거래액 100조 넘었다

•   한경: "해외주식이 우상향"…美·中 펀드에 노후 베팅

•   한경: "부동산은 늦었다, 결국 믿을 건 이것뿐"…대박 꿈꾸는 2030

•   한경: [단독] 10대 그룹 오너·CEO 총출동…'수소 드림팀' 내달 출범

•   한경: 도심 공공개발에 래미안·자이 아파트 나온다

•   서경(P1): [단독]‘월성 원전 1호기 조기폐쇄 어렵다’ 장관 후보자때 보고 받은 백운규

•   서경(P1): 신용·주담대 4% 중반 눈앞···이자부담·대출절벽 '이중고'

•   서경: '합종연횡'에 낸드시장 요동···삼성, 200단 양산 앞당겨 주도권 잡는다

•   서경: "파운드리 1위 TSMC 잡자"···삼성, GAA 기반 '3나노' 승부수

•   조선: 방역학회 “거리두기 약발 떨어져… 이대로면 하루 확진자 1만명”

•   조선: 접종 완료하면 추석 가족모임 허용 검토

•   조선: “은행들, 신용대출 얼마나 줄일지 보고하라”

•   조선: [Mint] 잘나가다가 ‘뚝’… 재생에너지 열풍 재생 가능할까

•   조선: [Mint] CEO 자리에 외국인 앉히는 日기업들… 그러면 보수적 조직문화가 바뀌려나

•   조선: [Mint] 구글·페이스북·트위터 “재택근무하면 월급 깎겠습니다”

•   조선: [Mint] 월화수목토토일 시대 올까… “美기업 25% 주4일제 도입”

•   조선: [Mint] 美 큰손들은 테이퍼링 대비… 애플·테슬라 팔고 월마트·JP모건 샀다

•   조선비즈: 삼성전자, 2Q 점유율 늘리며 낸드 1위…SK하이닉스는 4위 유지

※   DRAMeXchange: 【Market View】NAND Flash Revenue for 2Q21 Rises by 10.8% QoQ Due to Strong Notebook Demand and Procurements for Data Centers, Says TrendForce

•   조선비즈: 현대重그룹 식구된 두산인프라 새 이름은… ‘현대두산인프라코어’

•   조선비즈: 폴더플폰 흥행 사활거는 삼성, 월 8900원짜리 AS 구독 서비스도 출시

•   인베스트조선: JY 가석방 직후 쏟아낸 삼성의 240조 투자…내용도 효과도 '모호'

•   중앙: 여당 “윤희숙, KDI 정보로 투기 관여” 윤측 “땅 산 줄도 몰라”

•   JTBC: [단독] 윤희숙 부친 "투자할 건물 보러 갔다가 농지 샀다"

•   동아: 서울 새 아파트 10채중 4채, ‘분양가 9억’ 넘어 중도금 대출 안돼

•   문화: 日 모더나 백신서 이물질 발견… 국내 동일한 제품 없다지만 ‘불안’

•   한국(P1): 부처 갈등에 멈췄던 자율주행 인프라, 결국 원점부터 재출발

•   한국: [르포]"윤희숙 부친 두세 번 자고 가"... 윤 의원 "셋방살이" 해명과 달랐다

•   한국: 메타버스가 가져올 변화는...현장 전문가와 정부·연구계 머리 맞대 열띤 토론

•   한국: 폴더블 흥행 삼성전자, 보급형 'S21 FE'까지 출시...애플 '아이폰13' 출시 전 총력전

•   서울(P1): 국민지원금 25만원 추석 전에 지급된다

•   서울: 갈 길 먼 메타버스… 미래 ‘이상적 세계’ 접근보다 현실적 판단 필요

•   세계: 기후위기 대처 힘 모으는 EU… 세계 첫 ‘탄소중립 대륙’ 가속화 [2021 세계기후환경포럼]

•   세계: “탄소중립, 도시·지방정부 역할 중요… 국제사회와 발 맞춰야” [2021 세계기후환경포럼]

•   세계: “탄소중립·ESG에 미래 달렸다” [2021 세계기후환경포럼]

•   머니투데이(P1): 2117년 인구 1500만 '미니 국가' 대한민국, 강남 빼고 전부 소멸한다

•   머니투데이: 지방대생 40% "수도권 일자리 얻었다"…서울은 '초저출산 공화국'

•   머니투데이: 공공기관 지방으로 다 내려갔는데 수도권 인구는 왜 늘었을까?

•   머니투데이: 文대통령 "벤처기업 돕는 1조원 전용펀드 새롭게 만든다"

•   머니투데이: 2025년까지 모든 지자체에 수소충전소…핵심부품도 국산화

•   머니투데이: QLED TV '주춤'...16년 연속 글로벌 1위에도 고민 빠진 삼성

•   머니투데이: [단독]구글 픽셀폰, 국내 출시추진…"한국 필수인력 뽑는다"

•   머니투데이: [단독]급등한 전셋값에 서울시 '반값 장기전세'도 10억 돌파

•   더벨: 두산퓨얼셀, ESG채권 발행…분할 이후 첫 공모채

•   헤럴드경제: [르포] “아침부터 몰렸다”…18~49세 첫날 백신 접종 첫날 북새통

•   아시아경제(P1): "삼성 TV 한달 뒤 배송"…동남아發 공급난 비상

•   이데일리(P1): "서울 변두리 나홀로보다 경기도 신축이 낫다"

•   이데일리: 진정한 OLED 왕좌 노린다…상대 '텃밭' 겨눈 삼성·LG

•   이데일리: ESG 공시 의무화 "세계적 흐름" VS "기업에 과도한 부담"

•   연합: 오늘 1천800명대 예상…확산세 지속에 추석특별방역대책 곧 마련

•   뉴시스: 김동연 "윤석열·최재형, '반문'보다 비전 제시해야"

•   비즈니스워치: [단독]삼성, 갤럭시Z폴드3에 '비스포크' 입힌다

•   에너지경제: 탄소배출권 가격 급상승에 RE100 활성화 기대감↑…"아직 속단 어렵다" 견해도

•   전자신문: 삼성전자, 'B2B' 강화...제품에서 산업 중심으로 대전환

[Opinions]

•   Project Syndicate(Takatoshi Ito): Japan's Delta Desperation

•   Project Syndicate(Clair Brown): America’s Big Oil Problem

•   Project Syndicate(Javier Solana): A Dose of Eurorealism

•   Project Syndicate(William L. Silber): The Danger of “Nothing to Lose”

•   FT(Editorial Board): Britain’s labour shortages boost workers’ clout

•   FT(Editorial Board): Time for Joe Biden to step up war on Covid

•   FT(Martin Sandbu): Jay Powell must explain what patience means

•   FT(Saad Mohseni): There is still a chance to save Afghanistan

•   FT(Lex): Labour shortages: pandemic happenstance, plus market failures

•   WSJ(Editorial Board): IMF Funding for the Taliban?

•   WSJ(Mike Pompeo, David B. Rivkin Jr.): Let Lawyers Hunt for Covid’s Origin

•   WP(Editorial Board): A dark day reminds us: Thousands of Americans are risking everything for this rescue mission

•   WP(Eugene Robinson): What’s happening in Afghanistan is horrible. But how else was U.S. involvement going to end?

•   Bloomberg(Daniel Moss): South Korea's Rate Hike Suggests It's Not Too Worried About Delta

•   Bloomberg(Brooke Sutherland): Covid Shots for U.S. Flights Should Be Next Step

•   Bloomberg(Leonid Bershidsky): Europe’s Afghanistan Failure Is Worse Than America’s

•   Bloomberg(Mark Gilbert): Greenwashing Is a Real Risk But Investors Shouldn't Stop Pursuing ESG Goals

•   CNN(Thomas Harman): Supply chain issues will impact your holiday shopping. Companies like mine will have fewer products and higher prices

•   MarketWatch(Jim Ayres, Larry Hood): Why stock market bulls may be right to push valuations so high

•   Fox News(Larry Hogan): President Biden abandons his word – at home and abroad

•   Reuters(John Kemp): Economic obstacles to rollout of electric vehicles

•   한경(사설): "KDI가 투기 몸통"이라는 與, 이런 게 가짜뉴스 아닌가

•   문화(김성천): 구체화하는 탈원전 불법성과 靑 책임

•   서울(사설): KDI 정보 활용 의혹 속 윤희숙 의원, 수사로 소명돼야