Business Intelligence Monitor 210831

(Introduction)

[Markets]

•   Global: U.S. stocks end at record highs as oil prices gain

•   Metals: China aluminium smelters meet to address 'irrational' price spike

•   Grains: Prices drop after rains benefit US crops

•   한국: 코스피 3,140대 회복…코스닥지수 0.81%↑

•   한국: "대선 키워드는 부동산"…건설株, 동반 급등

•   한국: 두산그룹주 힘 받아, 오리콤 3%대 두산퓨얼셀 2%대 두산 상승

[Indicators]

•   US Jul. Pending home sales: Homebuyers sign fewer contracts in July, as high prices chill the summer market

•   Eurozone Aug. Economic sentiment: Euro zone Aug economic sentiment eases but selling price expectations at record high

•   Germany Aug. CPI: German inflation surges to 13-year high of 3.4%

•   Japan Jul. Retail sales: Japan's retail sales extend gains but COVID-19 challenges persist

•   한국 상반기 창업기업: 상반기 창업 73만곳…작년보다 9.8%↓

•   한국 2분기 거주자 카드 해외 사용실적: 해외여행 다시 꿈틀…카드사용액 80%↑

•   한국 7월 주택통계: 1~7월 주택 인허가 물량 27.7만호…1년 전보다 21% 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

[News]

•   WSJ: Last U.S. Troops Leave Afghanistan After Nearly 20 Years

•   WSJ: New Afghanistan Worry Same as Old Afghanistan Worry

•   WSJ: Hurricane Ida Leaves More Than 1 Million Without Power in Louisiana

•   WSJ: Oil Industry Surveys Damage After Hurricane Ida Slams Louisiana

•   WSJ: Covid-19 Booster Shots Get Support From Expert Panel

※   Also on Monday, the panel voted 14-0 to recommend the two-dose shot from Pfizer Inc

•   WSJ: North Korea’s Apparent Plutonium Moves Boost Nuclear Program, Invite U.S. Attention

•   WSJ: China Limits Online Videogames to Three Hours a Week for Young People

•   WSJ: Unfinished Tractors, Pickup Trucks Pile Up as Components Run Short

•   WSJ: Covid-19 Surge in Asia Threatens Manufacture of Ceramic Bits in iPhones and PlayStations

•   NYT: U.S. regulator tells White House it will step up enforcement of oil and gas conglomerates

•   WP: Biden meets with families of service members killed in Kabul as U.S. races to exit Afghanistan

•   FT: EU moves to restrict travel from US over rising Covid cases

•   FT: Eurozone’s consumer-led recovery continues despite Covid resurgence

•   FT: Carbon price rises above €60 to set new record

•   FT: Germany: Scholz seeks to topple a CDU reeling as the Merkel era ends

•   FT: Wary US forced to rely on Taliban to contain terror threat in Afghanistan

•   FT: Africa and Latin America become stopovers for Afghan refugees

•   FT: Saudi Arabia’s grandiose climate plans struggle to take off

•   FT: Porsche to open first factory outside Europe next year

•   Bloomberg: Progressives Urge Biden Not to Nominate Powell as Fed Chair

•   Bloomberg: Cracks Are Emerging in the Fed’s Floor as Key Target Rate Slides

•   Bloomberg: There's More to Worry About Than Tapering

•   Bloomberg: Ex-Fed Official Lacker Warns Powell in ‘Tough Spot’ on Inflation

•   Bloomberg: Goldman Sees 750,000 Evictions in U.S. as Bans Come to an End

•   Bloomberg: ECB’s Villeroy Hints at Looming Slowdown in Pandemic Bond-Buying

•   Bloomberg: Top China Diplomat Rips Blinken on Afghanistan, Virus Probe

•   Bloomberg: Covid-19 Boosters Work at Curbing Severe Cases, Israel Data Show

•   Bloomberg: Resilient Demand Keeps Driving India’s World-Beating Growth

•   Bloomberg: China Commentary Calls Xi’s Crackdown a ‘Profound Revolution’

•   Bloomberg: Mapping the Gaping Disparities in Income from Assets

•   Bloomberg: Canada’s Economy Expected to Rebound After Third-Wave Slump

•   Bloomberg: Brazil Overtakes U.S. in First-Dose Count After Vaccine Drive

•   Bloomberg: China Sees Skilled Labor Shortages Worsening Amid Tech Push

•   Bloomberg: Slumping Asian Currencies Face More Risk From Slowdown in China

•   Bloomberg: BofA Warns of Weaker, More-Volatile Yen on Japan Political Risks

•   Bloomberg: Mapping the Gaping Disparities in Income from Assets

•   Bloomberg: Big Four accounting firms rush to join the ESG bandwagon

•   Bloomberg: Western Digital Pitch for New Kioxia Deal Faces Familiar Hurdles

•   Bloomberg: First Autonomous Cargo Ship Faces Test With 236-Mile Voyage

•   Bloomberg: Mapping the Gaping Disparities in Income from Assets

•   Bloomberg: Eskom Considers $7.2 Billion Spend on Wind, Solar by 2030

•   Bloomberg: Traders Sour on Clean Energy as Bets Against Invesco ETF Surge

•   Bloomberg: ESG Investors Warned of ‘Shock’ Ahead Without Shift in Strategy

•   Reuters: Coronavirus booster shots can help vulnerable, WHO Europe head says

•   Reuters: New Zealand reports first death linked to Pfizer/BioNTech COVID-19 vaccine

•   Reuters: Novavax COVID-19 vaccine U.S. trial participants count as fully vaccinated two weeks after dosing -CDC

•   Reuters: OPEC+ likely to keep oil output policy from September unchanged, sources say

•   Reuters: WTO to examine U.S.-China dispute on grain import quotas

•   Reuters: Fed's Mester not ready to accept recent inflation surge as meeting central bank's goal

•   Reuters: China's market regulator to tighten oversight of sharing economy

•   Reuters: Japan's Moderna vaccine contamination woes widen as 1 mln more shots suspended

•   Reuters: EXCLUSIVE-China's FX regulator surveyed banks, companies on yuan risk - sources

•   Reuters: Sinopec plans to spend $4.6 bln on hydrogen energy by 2025

•   AP: State mask bans face federal civil rights inquiries

•   CNN: Cars have been guzzling leaded gasoline for 99 years. Not any more

•   CNBC: Pfizer director Dr. Gottlieb says vaccine for kids 5 to 11 could come by winter

•   CNBC: Israel doubles down on Covid booster shots as breakthrough cases rise

•   CNBC: Russia faces major risks on Afghanistan despite Kremlin claiming propaganda victory over U.S.

•   CNBC: Stocks to buy: UBS, Goldman say these chip firms are a buy as EVs soar

•   MarketWatch: The S&P 500 hasn’t seen a year-to-date rally this strong since 1997. What’s next?

•   SCMP: China, our ‘great neighbour’, will help Afghanistan forge peace: Taliban

•   SCMP: China air cargo disruptions advance ‘super peak’ as prices soar after Shanghai freight terminal closure

•   SCMP: China-Australia trade: iron ore miner Fortescue set earnings, shipment records in past financial year

•   Nikkei Asia: Japan public favors Kono and Ishiba in LDP race: poll

•   Nikkei Asia: Suga looks to replace party's powerful No. 2 Nikai

•   Mainichi: Toyota global output up 11.9% in July, but chip crunch weighs

•   Economic Times: Business activity continues to rise, now well above pre-pandemic levels: Report

•   OilPrice.com: Libya’s Oil Industry Dispute Grows As Minister Suspends NOC Head

•   Construction Equipment: CNH Industrial to Acquire Italian Excavator Maker

•   DIGITIMES: Notebook prices expected to rise in 2H21

•   Robotics Tomorrow: Contamination-free automation

•   Robot Report: Robotics solutions for small-to-medium manufacturers

•   매경(P1): 발표날부터 시장에선 '콧방귀'…의왕 군포 안산, 평촌급 신도시 짓는다

※   국토부: 대도시권 주택공급 확대를 위한 제3차 신규 공공택지 추진계획

•   매경: 수도권 12만가구 공급된다는데 언제 집사야 하나…대표 전문가 5인의 답변은?

•   매경(P1): 권칠승 "접종완료자는 모임제한 다 풀자"

•   매경(P1): [알립니다] 폴 밀그럼이 본 '가상화폐의 미래'

•   매경: 9개 강연장 늘어선 1㎞ '지식밸리'…세계석학 직접 만나보세요

•   매경: 코로나이후 富의 흐름, 세계은행 수석이코노미스트가 집중분석

•   매경: 친환경 탈원전 외치더니…6월 석탄발전 30% 폭증, 신재생 20% 줄었다

•   매경: [단독] 법 바꾸면 뭐하나…대기업 민간 SW사업 수주 8개월간 단 한건도 없었다

•   한경(P1): "물건 없어서 못 판다"…폴더블폰 돌풍에 삼성 '중대 결단'

•   한경: 부품 中企 '낙수 효과' 기대…KH바텍·비에이치 등 수혜

•   한경: 애플, 2023년께 경쟁 가세…첫 제품은 세로로 접는 폰

•   한경: 기능·디자인·가격 '3박자 혁신'…삼성 '폴더블' 게임체인저로 부상

•   한경(P1): '연봉 5800만원' 1인 가구도 내달 7일부터 25만원 지급

•   한경: 25만원 지원금 스타벅스·배민선 못 써…연말 지나면 자동 소멸

•   한경: '일본이 달라졌다'…반도체 독자생존 포기하고 올인한 곳

•   한경: "전기·수소차 배터리, 3년·6만㎞ 무상수리"

•   한경: 기술 더디고 '눈덩이 적자'…비틀대는 자율주행차

•   한경: "무리한 온실가스 감축 목표, 철강·조선·車 생산 직격탄"

•   한경: 제약·통신·금융…AI 입은 로봇이 현장 바꾼다

•   한경: 네이버가 적자 자회사에 투자하는 까닭

•   한경: 삼성전자, 국제 기술표준 단체 최다 의장석… 5G·6G 시대 주도권 확보

•   한경: "원자재값 이어 환율 올라 中企 더 타격"

•   한경: "메타버스 ETF 테마 선점하자"…자산운용사 앞다퉈 출시 경쟁

•   한경: '수소 혁명' 전진기지 꿈꾸는 포항

•   서경(P1): [단독]韓 주도 '글로벌 수소연합체' 뜬다

•   서경: SK '수소생태계'에 18兆···현대차는 수소차 年 50만대 생산시설 구축

•   서경: '수소차 대중화' 키 꽂는 韓 ···상용차로 액셀 밟는 日·獨

•   서경: 한은 "물가 오름세 가속···소비자물가는 점차 둔화"

•   서경: “수억 연봉자도 마이너스통장 5,000만원 일괄 제한하라니...”

•   서경: 화웨이, 부품 갈아타기 '속도'···중국産 탑재비중 50% 넘었다

•   서경: LNG선 선가 6년來 최고···K조선, 수주 총력전

•   서경: “기업경영 3대 부담···원자재값 상승·코로나19 재확산·금리인상”

•   서경: 서학개미 '탄소중립'에 꽂혔다

•   서경: 강북 주택 평균가도 7억 돌파···서울 고가주택은 22억 찍어

•   조선(P1): [NOW] 외국인 일손 쟁탈전… 일당은 한국인 90%

•   조선(P1): 文, 김정은 비핵화 의지 믿으라했지만… 결국 부도수표

•   조선: [알립니다] 혼돈의 아프간 어떻게 될까… 오늘 ALC 웨비나

•   조선: 후판 가격 올려주고 나니 철광값 급락… 조선사들 ‘한숨’

•   조선비즈: 한은이 쏘아올린 ‘추가 금리인상’ 시그널…“이르면 10월 인상 전망” 솔솔

•   조선비즈: 28나노 車 반도체 키우는 대만 TSMC… 가격 올리고, 생산량 늘리고

•   조선비즈: 도로 달리면서 전기차 충전… 무선기술로 경쟁하는 車업계

•   조선비즈: 경총 “구직급여 하한액, OECD 최고 수준… 최저임금 연동방식 개선해야”

•   조선비즈: 얀센 백신도 국내 위탁생산하나… “K-글로벌 백신 허브 한 발짝”

•   조선비즈: [단독] 손정의 투자한 ‘쿠팡·오토스토어’ 협업...물류센터에 로봇 도입

•   인베스트조선: 늘어난 글로벌 반도체 M&A…조급증 커질 삼성전자·SK하이닉스

•   동아: 기업, 임원人事 앞당겨… “급변하는 환경 신속대처”

•   한국(P1): 10월부터 청소년 접종·부스터샷... '위드 코로나' 4분기 가능할까

•   한국: "기본소득 조세저항 불러… 결국 빚내거나 다른 복지 줄여야 할 수도"

•   국민: 경영계 “3개월만 더” 건의에도… 고용유지지원금 연장 ‘먹구름’

•   국민: “가계 부채? 경제성장률 둔화가 더 큰 문제”

•   국민: 자급제폰 활성화 바람… 외국 스마트폰, 한국 재진출 모색

•   세계: 삼성, 비메모리 강화… 반도체업계 합종연횡

•   한겨레: 비수도권 속속 4단계→3단계…괜찮을까?

•   경향: 한국, 지금도 석탄화력 5기 건설 중인 ‘기후악당국’

•   머니투데이(P1): '리터당 최고 2474원' 미친 기름값..."추석 때 주유비 꽤 들겠네"

•   헤럴드경제(P1): “올 태어난 신생아, 고교생땐 나랏빚 1억”

•   헤럴드경제: 상속세 부담 짓눌려...알짜기업도 ‘팔아야 하나’ 고민에 빠진다 [제조업 성장엔진이 멈춘다 ④과도한 세금압박]

•   헤럴드경제: 법인세 최고세율 25% ‘OECD 8위’…경영계 “평균수준인 22%로 낮춰야” [제조업 성장엔진이 멈춘다 ④과도한 세금압박]

•   헤럴드경제: ‘가업승계 3無 사태’에 흔들리는 뿌리산업 [제조업 성장엔진이 멈춘다 ④과도한 세금압박]

•   파이낸셜뉴스: '현대차그룹 3총사' 특허 5만건 육박… 미래 모빌리티 속도

•   아시아경제: 규제할수록 풍선효과에 비규제·비주택 활활

•   이데일리(P1): [단독]고용유지지원금 내년 예산 3분1토막…항공·여행업 대량해고 `비상`

•   이데일리(P1): 돈·인재 몰리는 유니콘, 韓산업구조 재편 이끈다

•   이데일리: 또 시작된 모더나 '희망고문'…"계약서 아닌 이메일, 아마추어 같아"

•   연합: 오늘 최소 1천400명대…"델타 변이로 유행 통제 쉽지 않은 상황"

•   연합: 수소 사회 구현 한발 앞으로…다음주 '수소 위크' 열린다

•   연합: 산업부, 'K-소부장 새로운 역사를 쓰다' 백서 발간

•   e대한경제: 기업들 ‘사면초가’…자금조달 초비상

•   e대한경제: 돈줄마르기 전에 운영자금 영끌…재계, 회사채 발행 행렬

•   노컷뉴스: 박용만 회장 국민훈랑 모란장 받는다

•   에너지경제: 산업연구원, 31일 ‘산업부문 탄소중립 주요 과제’ 온라인 세미나 개최

•   전자신문(P1): GS건설 '배터리 재활용' 시장 본격 공략…'리콜' 코나 배터리 160억에 샀다

•   전자신문(P1): 아마존까지 참전...국내 5조 직구시장 새판짜기

•   전자신문: [이슈분석]요동치는 아날로그 반도체 시장, 관통 키워드는 '자동차'

•   전자신문: [이슈분석]아날로그 반도체 업계, 12인치 팹 역량 확보 사활

•   전자신문: [이슈분석]먹고 먹히는 아날로그 반도체 시장, 인수합병 史

•   디지털데일리: 韓 파운드리 '월 100만장' 임박…국내 시스템반도체 생태계 '활기'

[Opinions]

•   Project Syndicate(Nouriel Roubini): The Stagflation Threat Is Real

•   Project Syndicate(Eric Schmidt): The AI Revolution and Strategic Competition with China

•   Project Syndicate(Reda Cherif, Fuad Hasanov, Min Zhu): The Electric Vehicle Revolution Goes Global

•   Project Syndicate(Kaushik Basu): Can Economics Keep Up?

•   Project Syndicate(Jean Pisani-Ferry): Climate vs. Capitalism?

•   FT(Editorial Board): Don’t let climate goals be lost in culture wars

•   FTGeorge Soros): Investors in Xi’s China face a rude awakening

•   FT(Stephen Walt): The Biden doctrine will allow America to focus on bigger goals

•   WSJ(Editorial Board): The Best of America

•   WSJ(Editorial Board): Powell Takes a Victory Lap

•   WSJ(John Bolton): Russia and China Eye a Retreating U.S.

•   WSJ(Walter Russell Mead): Biden’s Afghan Best-Case Scenario

•   WSJ(William McGurn): Joe Biden Bets on Cynicism

•   WSJ(Gerard Baker): Biden’s Vainglory Brings Abject Humiliation in Afghanistan

•   NYT(Joseph G. Allen, Helen Jenkins): The Hard Covid-19 Questions We’re Not Asking

•   NYT(Mark Temnycky): It’s Now or Never. Biden Must Stop Putin’s Beloved Pipeline.

•   WP(Matt Bai): The political impact of Biden’s bungled Afghanistan withdrawal won’t be as big as Democrats fear

•   WP(Charles A. Kupchan): Exiting Afghanistan will improve America’s global standing in the long run

•   WP(Vladimir Kara-Murza): The Kremlin’s old methods of rigging elections aren’t working like they used to

•   Bloomberg(Bill Dudley): Jobs Are Fed Chair Jerome Powell’s Number One Job

•   Bloomberg(Justin Fox): Higher Prices Are Here, Whether or Not You Call It Inflation

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