Business Intelligence Monitor 210830

(Introduction)

[Markets]

•   Global: Wall Street surges; U.S. yields fall after Fed's Powell speaks

•   Metals: Copper edges up as dollar halts after gains

•   Grains: Soybeans ease as Midwest rains seen boosting U.S. crop

•   한국: 잭슨홀 미팅' 관망…코스피 소폭 상승

•   한국: 코스피 거래량 10개월만에 최저, 코스닥도 반토막

•   한국: '수소 이벤트' 풍년···다시 뛰는 수소株

•   한국: 두산그룹주 상승 많아, 두산퓨얼셀 4%대 두산중공업 1%대 올라

[Indicators]

•   US Jul. PCE: U.S. Household Income Jumped in July as Spending Growth Slowed

※   Economists think the Covid-19 Delta variant held back spending growth

•   US Jul. Goods trade balance: U.S. Goods-Trade Gap Shrinks as Imports Fall From Record High

•   US Weekly Rig count: U.S. oil and gas rig count rises for 13th month in a row -Baker Hughes

•   US Q3 GDP Nowcast: 27-Aug, 2021: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 5.1 percent — August 27, 2021

•   China Jul. Industrial profits: China's slowing industrial profit growth bolsters policy support hopes

•   India Q2 FDI: FDI equity inflows more than double in Q1: Government

•   한국 9월 중소기업 경기전망지수: ‘9월 中企 경기전망지수’ 넉달만에 반등

•   한국 주간 아파트 수급동향(부동산원): 6주째 급등 피로감에 아파트 매수심리 주춤

•   한국 8월 주택가격(KB): 8월 집값 1.5% 뛰었다… 15년來 최고

[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: Factory Activity, Trade and Employment

•   FT: Deadline day looms in Afghanistan

•   Bloomberg: U.S. Jobs Recovery Cools in Shadow of Delta Variant: Eco Week

[News]

•   WSJ: Powell Says Fed Could Start Scaling Back Stimulus This Year

※   Fed chairman signals central bank could begin to taper bond purchases in coming months and still expects inflation surge to prove temporary

•   WSJ: Fed Faces New Challenge Spelling Out Employment Goals

※   Kansas City Fed: Jackson Hole Economic Policy Symposium: Macroeconomic Policy in an Uneven Economy

•   WSJ: Range of Fed Officials Say Time for Bond-Buying Taper Is Near

•   WSJ: White House More Than Doubles Its Inflation Forecast in New Update

•   WSJ: Renters Prepare for Eviction After Supreme Court Ruling

•   WSJ: Ida Makes Landfall Near New Orleans as a Category 4 Hurricane

※   Storm is expected to be fiercest to hit the city since Hurricane Katrina caused mass destruction

•   WSJ: Unlike Clinical Trials, New Covid-19 Study Needed Only a Few Volunteers

•   WSJ: New Life and Work Choices Revitalize Exurbs, Bringing New Strains

•   WSJ: China Plans to Ban U.S. IPOs for Data-Heavy Tech Firms

•   WSJ: Israel’s Bennett Presses Biden Over Iran Nuclear Deal

•   WSJ: Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage

•   WSJ: China Delays Approval of BioNTech Covid-19 Shot to Preserve Confidence in Chinese Vaccines

•   WSJ: As China-Taiwan Tensions Rise, Japan Begins Preparing for Possible Conflict

•   WSJ: Covid-19 Quarantine Rules Threaten Hong Kong’s Role as Finance Hub, Businesses Say

•   WSJ: EU Set to Recommend Halting Nonessential Travel From the U.S.

•   WSJ: North Korea Appears to Have Restarted Yongbyon Nuclear Reactor

•   WSJ: Stock Market Turns Cautious as ‘Defensive’ Shares Surge

•   WSJ: Chinese Bad-Debt Manager Huarong Confirms $16 Billion Annual Loss

•   WSJ: Common Prosperity: Decoding China’s New Populism

•   WSJ: China Curbs Steel Output, but Familiar Economic Pressures Test Its Mettle

•   WSJ: GM’s Chevy Bolt Recall Casts Shadow Over EV Push

•   WSJ: How the Biggest Companies Have Fared During the Covid-19 Pandemic

•   WSJ: Developers Face Tough Choice After Apple’s App Store Settlement

•   WSJ: Charging Drivers for Road Use Is Popular With Economists, Less So With Drivers

•   NYT: U.S. Launches Strike on ISIS-K as Bombing’s Death Toll Soars

•   NYT: As U.S. Troops Searched Afghans, a Bomber in the Crowd Moved In

•   NYT: U.S. Conducts Drone Strike in Kabul and Winds Down Airlift as Deadline Nears

•   NYT: After Decades of War, ISIS and Al Qaeda Can Still Wreak Havoc

•   NYT: Evacuations From Kabul Wind Down as U.S. Prepares to Pull Last Troops

•   NYT: U.S. diplomats are unlikely to stay in Afghanistan after troops leave.

•   NYT: Intelligence Review Yields No Firm Conclusion on Origins of Coronavirus

•   NYT: The Delta variant carries a higher risk of hospitalization, a study finds.

•   NYT: Biden Floats Faster Access to Vaccine Booster Shots

•   NYT: What Went Wrong With the Pandemic in Florida

•   NYT: When the New Covid Surge Struck, Mississippi Was Uniquely Unprepared

•   WP: Will the chaotic and deadly withdrawal from Afghanistan be Biden’s defining moment?

•   WP: The storms of August: Biden?s devastating month stokes midterm fears among Democrats

•   WP: In India, a debate over population control turns explosive

•   FT: Emerging economies cannot afford ‘taper tantrum’ redux, says IMF’s Gopinath

※   IMF: The Interaction of Fiscal and Monetary Policy

•   FT: European sunshine fuels solar power record

•   FT: UK aims to conclude Pacific trade group talks by end of 2022

•   FT: Here’s what globalisation has done to inflation

•   FT: Sturgeon accuses UK government of ‘making up’ Scottish independence vote rules

•   FT: Delta-driven Covid surge puts renewed strain on US hospitals

•   FT: How US community banks became ‘irreplaceable’ in the pandemic

•   FT: Underestimating the enemy: why Biden’s Afghanistan exit went so badly wrong

•   FT: ‘Xi Jinping Thought’ school lessons alarm Chinese parents

•   FT: Saudi and Iranian foreign ministers join regional summit in Iraq

•   FT: Will eurozone inflation continue rising?

•   FT: Amazon-backed electric vehicle maker Rivian files for IPO

•   FT: Political and economic worries dent confidence in Brazilian markets

•   FT: Bitter brew for coffee roasters as Vietnam adds to Brazil woes

•   FT: Pfizer ramps up its salesforce in battle of vaccine boosters

•   FT: Jack Ma and the Chinese tech titans’ mission to give away billions

•   FT: EU set to launch formal probe into Nvidia’s $54bn takeover of Arm

•   FT: Climate funds often fall short of Paris goals, says report

•   Telegraph: Elon Musk opposes Nvidia deal for UK chip maker

•   Bloomberg: When Will You Need a Covid Booster? Biden Considering Jab After 5 Months

※   Spokeswoman later says nothing has changed in booster timeline

•   Bloomberg: Fauci Open to Covid-19 Booster Shots Sooner Than Eight Months

•   Bloomberg: High-Frequency Charts Show U.S. Economy Softening From Delta

※   Airlines and hotels are seeing fewer bookings as Covid spreads

•   Bloomberg: PBOC Signals Reserve Ratio Cut to Boost Rural Finance

•   Bloomberg: New China Vaccine Shows 82% Effectiveness Against Serious Covid-19

•   Bloomberg: Covid Vaccine Antibodies Have Unlikely Hero: Immune System

•   Bloomberg: U.S. Port Problems Reach Worst of Pandemic Amid Crush of Imports

•   Bloomberg: Summers Says ‘Serene’ Powell Arguments Misread Inflation Risk

•   Bloomberg: Brainard’s Diaries Show Calls With Warren, Biden-Harris Fed Team

•   Bloomberg: U.K. Trucker Shortage Could Spiral Into a Christmas Food Crisis

•   Bloomberg: German SPD’s Scholz Wins Election Debate in Blow to Merkel Heir

•   Bloomberg: Germany’s Social Democrats Overtake Merkel’s Bloc in Poll

•   Bloomberg: Europe’s Small Businesses Hammered by Booming Shipping Costs

•   Bloomberg: Denmark Will Phase Out Last Pandemic Restrictions Next Month

•   Bloomberg: China’s Rich Write Checks to Show Solidarity With the Poor: New Economy Saturday

•   Bloomberg: Canada to Participate in Mexico-U.S. Auto Spat as Third Party

•   Bloomberg: Japan May Consider Mixing Covid Shots for Speedier Vaccinations

•   Bloomberg: Japan Probing Deaths of Two People Who Had Moderna Shots

•   Bloomberg: Brazil Hydro Plants May Go Offline From Drought, Bolsonaro Warns

•   Bloomberg: Overlooked IPO Markets Are Suddenly Booming as China Deals Slow

•   Bloomberg: How the Fed’s Tapering Could Affect the ‘Flight to Crap’

•   Bloomberg: Bond Traders Intensify Focus on Jobs for Treasuries’ Next Step

•   Bloomberg: Best Emerging-Currency Trades Lose Steam Amid New Rate Hikes

•   Bloomberg: ECB Out-Doving Fed Boosts Euro’s Allure as Carry Trade Funder

•   Bloomberg: China to Sell 150,000 Tons of Metals From Reserves on Sept. 1

•   Bloomberg: OPEC+ Seen Sticking to Planned Output Hike as Oil Prices Rebound

•   Bloomberg: U.S. Gasoline Prices Jump After Hurricane Ida Disrupts Supplies

•   Reuters: Global policymakers urge more sharing of COVID-19 vaccine

•   Reuters: EXCLUSIVE Fed's Bostic says 'reasonable' to begin bond-buying taper in October

•   Reuters: Moderna vaccine production continues in EU amid contamination probe

•   Reuters: Russia says July was the deadliest month of the pandemic

•   Reuters: Modi hails India's 10 mln COVID vaccine doses in a single day

•   Reuters: Oil firms cut 96% of U.S. Gulf of Mexico crude output as Hurricane Ida slams coast

•   Reuters: Cells in GM, Hyundai EV battery fires linked to several LG plants

•   Reuters: Toyota halts all self-driving e-Palette vehicles after Olympic village accident

•   CNBC: Amazon's biggest, hardest-to-solve ESG issue may be its own workers

•   SCMP: Bye-bye, US bonds? China’s sovereign wealth fund trims overseas equities, bonds amid ‘stresses and challenges’

•   SCMP: What’s the end game for China’s crackdown on private tutoring? Beijing wants a fair and sustainable society

•   SCMP: China targets jobs, wages and training in new 5-year economic blueprint

•   SCMP: Explainer | US-China trade war timeline: key dates and events since July 2018

•   Nikkei Asia: Japanese disapproval of Suga's COVID response hits near-record high

•   Nikkei Asia: China venture capital deals shrink amid regulatory concerns

•   Mainichi: Low-quality semiconductors likely circulating across Japanese market

•   Economic Times: A 32% growth figure in first quarter of FY'22 should calm frayed nerves

•   Economic Times: States’ fiscal deficit may fall to 4.1% of GDP in FY22: Ind-Ra

•   Economic Times: Pandemic has India scrambling to boost its manufacturing sector

•   MINING.com: Global iron ore production to accelerate until 2025 – report

•   DIGITIMES: Taiwan PCB makers set to embrace lucrative EV applications

•   Robot Report: Top 10 robotics stories of August

•   매경(P1): 법원 "우리금융 회장 징계 취소하라"

•   매경(P1): "2023년 기준금리 3%대, 인상속도 빨라질 것" 서울대 교수의 경고

•   매경: 차기정부 경제정책, 공정한 경쟁구조 조성…지원금보다 더 중요

•   매경: 금리 인상 증시 휘청이자…뭉칫돈 투자자 몰려간 곳

•   매경: "세번째 마통 만들었다…이번엔 정말 벼랑 끝" 금리인상 절규 자영업자

•   매경: 고승범 "금리인상 적극 지지…한 번의 인상만으로는 부족"

•   매경: 주택담보대출 금리 쑥쑥…26개월來 최고치

•   매경: [단독] '차세대 교통'이라던 BRT 주민 외면에 좌초

•   매경: 삼성물산, 청정수소 도입사업 추진

•   매경: 돈 빌려 집사고 주식투자하는 시대 끝?…은행 이어 증권사도 자금줄 죈다

•   매경(P1): "대체 계획이 있는건지"…졸속 3기 신도시, 이대론 하수처리도 못할 판

•   매경: 3기 신도시도…先입주 後교통

•   매경(P1): "지칠때도 됐는데"…이달만 7조 순매도 외국인 돌아올까?

•   매경: 좌불안석 동학개미 한숨 돌리나…미국발 훈풍 코스피 안도 랠리 이끌까?

•   매경: '금리인상' 20~60대 재테크 전략 이렇게…5대 시중은행 대표PB 조언

•   매경: 금리 오르면 집값 잡힌다?

•   매경: 은행 예적금 금리 이번주 일제히 인상

•   매경: [단독] 헛도는 '지역균형 뉴딜'…공기업들, 지역 벤처펀드 출자거부

•   매경: "물류호황 잡아라"…두산·현대重 '지게차 大戰'

•   매경: "왜 사나 했는데"…외국인 기관 쌍끌이 나선 종목 이유있네

•   매경: 재건축 재개발 물 만났다…분당말고 판교말고 '찐' 성남이 뜬다 [스페셜 리포트]

•   한경(P1): 커지는 빚부담…기업 구조조정 '후폭풍'

•   한경: "시장금리 더 뛰기 전에…" 우량기업마저 자금확보 서두른다

•   한경: "대출 대란 못막아…간부들 뭐했나" 금융위 직원들 '부글부글'

•   한경: "부동산 '영끌·빚투' 시대 끝났다"…전문가들 잇단 경고

•   한경: "금리상승기엔 금융·내수주 유망"

•   한경(P1): '콧대' 높던 애플이 꺾였다…인앱결제 강제 사실상 포기

•   한경: 코로나 쇼크에 공장 멈춘 日 기업 '초비상'…삼성엔 기회

•   한경: 내년부터 신축 아파트 주차장 5% 전기차 몫

•   한경: 갤플립·폴드3 '역대급 돌풍'…1주일 만에 92만대 팔렸다

•   한경: 中 'CATL의 질주' 심상치 않다…위협받는 K배터리

•   한경(P1): "월급쟁이도 억만장자 되는 곳"…샐러리맨 줄 섰다

•   한경: 공직 사회도 비대면 '타격'…신입사무관 "국내 4대그룹이 어디죠?"

•   한경: '샐러리맨 대박 신화' 카카오…이직 선호도 32% 압도적 1위

•   한경: '집값 고점론'에도…"최고 재테크 수단은 부동산" 48%

•   한경(P1): 저출산 예산 200조…43%는 청년에 썼다

•   한경(P1): "서학개미, 해외주식 고를 때 '이곳' 먼저 보세요"

•   한경(P1): [모십니다] 내달 8일 '글로벌 ESG 포럼'

•   한경: ESG 이슈가 인수·합병 성패도 좌우

•   한경: "정부가 낸 숙제 못하면 '공개 망신' 당하는 꼴"…기업들 한탄

•   한경: 코인 거래 80% 독주 '업비트', 불과 5년 전엔…반전 과거

•   한경: '시장을 흔드는 손' 중국은 어디로 가는가

•   한경: 머스크도 뛰어들었다…미래로 달리는 로봇산업

•   한경: 종부세 '0원 →2억원'…아파트 임대 사업자에 무슨 일이?

•   한경: 출시 늦어지는 국산 2호 코로나 치료제

•   서경(P1): 2금융 대출 535조···가계부채 뇌관 '일촉즉발'

•   서경: 미혼 청년도 '생애최초' 신청···청약 특공 손본다

•   서경: "샤오미 안방인 인도에서도 뜨거운 반응" 갤럭시 Z 폴드3·플립3 글로벌 흥행 조짐

•   서경(P1): [단독]금융 CEO 92% "관치, 여전히 과하다"

•   서경(P1): '마통' 5,000만원으로 제한···2%대 주담대도 사라진다

•   서경(P1): 서울 아파트 평균 청약 경쟁률 '111대 1'···첫 세 자릿수 찍었다

•   서경: 한은 기준금리 인상했지만···물가 5개월째 2%대 전망

•   서경: 잠재성장률 하락···정책카드 줄어드는 한은

•   서경: 달러 강세 주춤···外人 '셀코리아' 멈추나

•   서경: 한은 "美·유로 경기 회복 흐름···中·日은 코로나 재확산에 둔화"

※   한국은행: 해외경제 포커스(제2021-33호)

•   서경: 韓 탄소배출 35% 줄일때···경쟁국 中은 18% 늘린다

•   서경: 현대차, GV60에 통합 제어 OTA 적용...테슬라 넘는다

•   서경: 10년 9개월 연속 오른 땅값···현 정부서 더 뛰었다

•   조선: 경제성 평가 나오기도 전에...한수원 사장 “원전 중단 결정 보고하라”

•   조선(P1): [NOW] ‘패닉 대출’ 1주일새 6배 폭증

•   조선: 3중 대출절벽… “집값 잡겠다더니 그 끝은 대출 자르기냐”

•   조선: 주식빚투 25조… 증권사 대출 금리도 오른다

•   조선: 코로나 대출 상환 유예 3번째 연장될 듯… 은행권 “시한 폭탄 커진다”

•   조선비즈: ‘두산’ 브랜드 사용료 160억원 내면서… 현대重, ‘현대두산인프라코어’로 이름 정한 이유

•   중앙(P1): 5대 은행·카카오뱅크, 신용대출 연봉 이내로

•   중앙(P1): 플랫폼 덕에 편리해졌지만, 문어발 확장·독점 폐해 최소화 필요

•   중앙: 집값 총대 멘 이주열 vs 고용 짊어진 파월

•   중앙: [View & Review] 재난지원금 풀리면 물가 또 들썩…추석 차례상 쇼크 오나

•   중앙: 파업 냉각기 갖는 HMM, 정부 조율 나섰다

•   중앙(P1): 모더나 8월 물량 4.2%만 들어왔다…2차접종 꼬이나

•   동아(P1): [단독]IAEA “영변 원자로 가동”… 北, 핵물질 재생산 정황

•   동아: [단독] 北, 영변 핵능력 건재 과시… ‘對美 핵협상 카드’ 재활용 나선듯

•   동아: 영변 원자로에 플루토늄 추출 시설… ‘북핵 심장부’

•   동아: 서울 주택거래 ‘8월 한파’… 거래량 3분의 1로 ‘뚝’

•   동아: 쌍용차 예비심사 마무리… SM-에디슨 2파전 되나

•   동아: MZ세대 실무진이 신입사원 직접 면접본다

•   문화(P1): 韓·美·中, CBDC 본격 실험… ‘디지털 금융전쟁’ 시작됐다

•   문화(P1): 직장인 내년 건보료 月2475원 더 낸다

•   문화: '현금없는 경제’ 눈앞… 韓銀, CBDC 확장·디지털 송금·결제 실험 가속화

•   문화: IPO·역대급 유동성에 신난 VC 올 ‘실적 잔치’ 이어 ‘주가 호황’

•   한국: [단독] 윤희숙 부친 농지임대차계약서 직접 보니… 위법 정황 뚜렷

•   한국: 반으로 접고, 투명 디스플레이까지… 어떻게 가능할까 [그렇구나! 생생과학]

•   한국: 대기업 코로나19 그늘 걷히나... 임금 인상률, 재작년 수준 '회복'

•   국민(P1): “코로나, 감기처럼 인식… 일상 되찾은 느낌”

•   국민(P1): 300조 쏟아부었지만… 자영업자 올해도 ‘줄파산’ 예고

•   국민: 확진자 10명 중 7명 방역 관리망 이탈… 추석연휴 최대 고비

•   경향: 전기차만 있나? 전기선박도 있다

•   머니투데이(P1): '코로나 1년' 자영업자는 투잡으로 몰렸다…근로소득 15%↑

•   머니투데이: 온실가스 감축목표 35%, 과한 거야? 약한 거야? [이지경제]

•   머니투데이: "AI로 예측하니 정확도 95%" 태양광 발전량 예측기술 실전배치

•   머니투데이: 삼성·LG·두산·네이버 인재 끌어모은 한화..15년 용인술 빛났다

•   머니투데이: "1800조 가계부채 최우선"…고승범표 추가대책 나온다

•   더벨: '투자 목적' 회사채 증가, 포스트 코로나19 채비 분주

•   헤럴드경제: 건설회사도 프롭테크 바람

•   헤럴드경제: 100조로 커진 글로벌 시장...한국은 아직 걸음마

•   헤럴드경제: 방문규 수은 행장 “수소산업 육성 적극 지원”

•   파이낸셜뉴스: '적자' 한전 전기요금 올릴까.. 대선 앞두고 다시 동결할수도

•   파이낸셜뉴스: 연동제 원칙 정해놓고 정부가 개입… 결국 물가관리 혼선 [부작용 쏟아지는 연동제]

•   디지털타임스(P1): 9월 연쇄파업, 벌벌 떠는 재계

•   디지털타임스: 고공행진 철강제품값, 하반기에도 강세 지속

•   이데일리(P1): [단독]Z플립·폴더3 대기자 中서 100만 육박…삼성 스마트폰 재도약 기대감

•   이데일리: 계속 떨어지는 LCD값…국내 디스플레이·TV업체 영향은?

•   연합: 오늘 1천400명대…추석특별방역대책-거리두기 조정안 금요일 발표

•   e대한경제: [코로나發 직장 新 풍속도] “사무실 가끔 나갈게요”… 가팔라진 디지털 혁명

•   e대한경제: [코로나發 직장 新 풍속도] 출근 장점 살리고, 재택 단점 보완…현대차의 ‘거점 오피스 실험’

•   e대한경제: 두산건설, 부산 우암2구역 재개발 수주...정비시장 강자 부상

•   더구루: [단독] 삼성물산, '1.6조' 베트남 연짝 가스발전소 입찰 또 단독 참여…사실상 ‘수주’

•   에너지경제: [인터뷰] 손양훈 전력산업연구회 회장 "탄소중립 시나리오대로 가면 주력산업 다 문 닫아야"

•   에너지경제: [기획-이슈분석] 암모니아 혼소발전, 탄소중립·안정적 전력수급 대안으로 뜬다

•   에너지경제: 게이츠·베이조스가 눈독들이는 '철 배터리'...ESS시장 뒤집는 게임체인저로 부상할까

•   에너지경제: 동서발전-포스코, 40MW급 부생수소 연료전지사업 추진

•   전자신문(P1): '유명무실' 정부 부동산 전자계약…프롭테크로 혁신

•   전자신문: 정부, 차기 원전 해체산업 R&D 예타안 예산 축소…해체 작업도 2년 후에나

[Opinions]

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

•   Project Syndicate(Ricardo Hausmann): Mind the Mind Gap

•   Project Syndicate(Andrew Sheng, Xiao Geng): How Paradigm Blindness Leads to Bad Policy

•   FT(Editorial Board): Few fireworks but German election set to deliver a tight finish

•   FT(Edward Luce): Joe Biden’s potential Jimmy Carter moment

•   FT(Martin Sandbu): Long live the labour shortages

•   FT(Katie Martin): Jackson Hole may be virtual, but investor anxieties remain real

•   FT(Merryn Somerset Webb): Central banks need to stop the mission creep

•   FT(Emma Jacobs): The battle over the future of work is about autonomy

•   FT(John Plender): Corporate bonus culture impedes the push for net zero

•   FT(Lex): US demographics: older, urban and prey to rent seekers

•   FT(Lex): Central banks need to stop the mission creep

•   WSJ(Editorial Board): Israel in Afghanistan’s Shadow

•   WSJ(Editorial Board): The Kabul Airport Massacre

•   WSJ(Editorial Board): Biden’s Coming Climate Commission

•   WSJ(Editorial Board): The Covid Origin Muddle

•   WSJ(Holman W. Jenkins, Jr.): Let a Biden Reappraisal Include Antitrust

•   WSJ(Kimberley A. Strassel): Pelosi’s Cannon Fodder

•   WSJ(Mary Anastasia O’Grady): Dollars for Duds in Latin America

•   WSJ(Paul Wolfowitz): The ‘Forever War’ Hasn’t Ended

•   WSJ(Kamran Bokhari): Threatened by ISIS, the Afghan Taliban May Crack Up

•   WSJ(Matthew Hennessey): Our War Is the Enemy’s Battle

•   NYT(Editorial Board): Repression Without Borders

•   NYT(Paul Krugman): The Gentrification of Blue America

•   NYT(Michael Z. Lin, Paul E. Sax): Why J.&J. Vaccine Recipients Should Also Get Booster Shots

•   WP(Editorial Board): It’s time to let the U.S. economy stand on its own two feet

•   WP(Editorial Board): Vaccines can only do so much. The rest is up to people.

•   WP(Editorial Board): It’s been a bleak summer for democracy and civil society worldwide. It’s time to turn it around.

•   WP(George F. Will): Biden’s Afghanistan policy shows the world a wobbly, impulsive U.S.

•   WP(Abdul Sayed): ISIS-K is ready to fight the Taliban. Here’s how the group became a major threat in Afghanistan.

•   Bloomberg(Niall Ferguson): How Angela Merkel Turned Back the Clock of German History

•   Bloomberg(Robert Burgess): Fed Chair Jerome Powell Schools the Inflation Hawks

•   Bloomberg(Therese Raphael): Covid Treatment or Booster Shot? AstraZeneca Non-Vaccine Aims to Boost Immunity

•   Bloomberg(Pankaj Mishra): Beltway Fantasies Fueled Afghanistan Tragedy

•   Bloomberg(Lara Williams): Afghanistan Evacuation Data and Covid Vaccine Distribution

•   Bloomberg(Allison Schrager): Behavioral Economics Doesn't Have to Be a Total Loss

•   CNBC(Frederick Kempe): Biden still has a chance to salvage his legacy and U.S. credibility — but it won't be easy

•   조선(김덕한): 태양광이라는 희망고문

•   중앙(사설): 월성 1호기 폐쇄 강요, 청와대가 답할 차례다