Business Intelligence Monitor 210901

(Introduction)

[Markets]

•   Global: Stocks notch seven straight months of gains, dollar flat

•   Metals: Aluminum Hits 10-Year High as Demand Roars, China Supply Curbed

•   Iron ore: Iron ore price retreats on China’s cloudy outlook

•   Grains: Corn, soy, wheat sag as Ida damage spurs U.S. export concerns

•   한국: 코스피 1.75% 상승…외국인 1.1조 순매수

•   한국: 두산그룹주 엇갈려, 두산퓨얼셀 3%대 오르고 두산 소폭 내려

[Indicators]

•   OPEC Aug. Oil production: OPEC August oil output rises, but outages limit gain survey

•   US Jun. Case–Shiller home price: U.S. Home-Price Growth Rose to Record in June

•   US Aug. Consumer confidence: Consumer Confidence Hits Six-Month Low in U.S.

•   Eurozone Aug. CPI: Eurozone inflation rises to decade high of 3%

※   risen to its highest level in almost a decade

•   Germany Jul. Employment: German Unemployment Falls to Lowest Level Since Virus Outbreak

•   France Q2 GDP(rev.): French Q2 growth revised up to 1.1%

•   UK Jul. Consumer credit: UK consumer borrowing fell to zero in July as Covid cases climbed

•   China Aug. PMI: Covid-19 Delta Variant Pummels China’s Services Sector

※   August reading of official nonmanufacturing PMI marks first time the measure has dropped into contractionary territory since February 2020

※   SCMP: Why is China’s economic outlook raising alarms after August’s non-manufacturing PMI plunge?

•   Japan Jul. Employment: Japan's July jobless rate falls to 2.8%, down for 2nd straight month

•   Japan Jul. Industrial production: Japan's July output falls 1.5% amid chip shortage, pandemic in Asia

•   India Q2 GDP: India’s Economy Is Healing but Battered by Covid-19 Waves

※   GDP grew 20.1% in latest quarter from a year earlier, when nationwide lockdown led to deep recession

•   India Q2 Fiscal account: Fiscal deficit for April-July period reaches 21.3% of full year target

•   India Jul. Core industry production: July core sector output grows at 9.4% even as the low base effect wanes

•   Canada Q2 GDP: Canada’s Economy Unexpectedly Contracts 1.1%; Loonie Weakens

•   한국 2분기 주요 기관투자가 외화증권 투자: 국내기관 해외증권투자 185억달러 급증···美증시 상승 영향

•   한국 7월 산업활동동향: 4차 유행에 생산 0.5%↓·소비 0.6%↓ 두달만에 동반 감소

•   한국 7월 사업체노동력: 음식·숙박업 4차 대유행 '직격탄'…7월에만 종사자 6.4만명 줄었다

•   한국 8월 달러예금: 환율 오를때 달러 팔자…달러예금 뚝

[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 Defends Afghanistan Withdrawal

•   WSJ: In Leaving Afghanistan, U.S. Reshuffles Global Power Relations

•   WSJ: Taliban Celebrate U.S. Exit From Afghanistan, Vow to Enforce Islamic Rule

•   WSJ: U.S.’s Pledge to Fight Terrorists in Afghanistan Will Be Harder Without Boots on the Ground

•   WSJ: Hurricane Ida Leaves Residents Without Power Amid Punishing Heat

•   WSJ: Social Security Costs Expected to Exceed Total Income in 2021 as Covid-19 Takes Financial Toll

•   WSJ: White House to Unveil Steps Aimed at Easing Housing Supply Shortage

※   Moves are designed to encourage construction of homes for renters and first-time buyers

•   WSJ: Europe Hits Covid-19 Milestone With 70% of Adults Vaccinated

※   European Commission: Coronavirus: 70% of the EU adult population fully vaccinated

•   WSJ: Europe’s Tourist Hotspots Stay Open to Americans, for Now

•   WSJ: In Israel, Being Fully Vaccinated Now Means Three Shots

•   WSJ: Bank of Mexico Raises 2021 Growth Forecast to 6.2%

•   WSJ: China’s Videogame Limits Signal Move to Regulate Private Lives, Shape Next Generation

•   WSJ: This Is the Space Race You Are Looking For

•   WSJ: Google Delays Voluntary Return-To-Office Until Jan. 10

•   WSJ: CIOs Say PC Shipments Are Delayed by Months

•   NYT: GOP Governors Fight Virus Mandates as the Party's Covid-19 Politics Harden

•   NYT: Wall Street Sees Nothing but Good News, Even When It’s Bad

•   WP: Comparing the red-state pandemic response now to blue states in early 2020 is dishonest

•   FT: UK launches £450m fund for energy network innovation

•   FT: Sturgeon claims ‘undeniable’ mandate for independence vote

•   FT: Afghans confront economic meltdown after Taliban takeover

•   FT: What now? Afghanistan awaits the Taliban’s next move

•   FT: Chinese media back diatribe calling for crackdown to be expanded

•   FT: Brazil’s post-pandemic recovery threatened by inflation and rising rates

•   FT: QR codes replace service staff as pandemic spurs automation in US

•   Bloomberg: China Seeks to Cap Rising Home Rents in Latest Equality Move

•   Bloomberg: How China’s ‘Common Prosperity’ Drive Will Redistribute the Wealth

•   Bloomberg: Xi Approves Action on Everything From Monopolies to Pollution

•   Bloomberg: Covid: Moderna Vaccine Creates Twice as Many Antibodies as Pfizer, Study Shows

※   Belgium study in JAMA measured antibodies after second shot

•   Bloomberg: Fed Chair Race Spotlights Powell-Brainard Wall Street Rule Split

•   Bloomberg: Fed Now Risks Too-Slow Taper After Too Fast in 2013, Rajan Says

•   Bloomberg: Slow Fed Tapering Would Send Yields Higher, Says Schwab’s Jones

•   Bloomberg: Euro-Area Inflation May Justify End to ECB Crisis Mode, Says Knot

•   Bloomberg: ECB Should Discuss Cutting Crisis Aid Next Week, Holzmann Says

•   Bloomberg: Made-in-Germany Growth Engine Falters as Firms Hit Supply Shocks

•   Bloomberg: Israel Reports Record New Covid Cases as Vaccine Booster Drive Expands

•   Bloomberg: The troubling parallels between supply chains and securitisation

•   Bloomberg: Brazil President Bolsonaro Advised to Extend Covid Cash as Popularity Falls

•   Bloomberg: Brazil to Unveil 2022 Budget With Loose Ends, Fiscal Uncertainty

•   Bloomberg: Malaysia’s 2022 Budget to Focus on Recovery, Economic Reforms

•   Bloomberg: Huarong Files for Trading Resumption After Posting Loss

•   Bloomberg: Fed Reverse Repo Usage Shows No Sign of Slowing Amid Imbalances

•   Bloomberg: OPEC+ Sees 2021 Oil Deficit, 2022 Surplus as Supply Revived

•   Bloomberg: China’s Corn-Buying Binge May Fall Short as Bumper Harvest Looms

•   Bloomberg: Asia’s Jet Fuel Recovery Gets Grounded Again by Delta Flare-Ups

•   Bloomberg: Copper Royalty Bill Clears Another Hurdle in Chile

•   Bloomberg: Top India Carmaker Says Output to Drop 40% on Chip Crisis

•   Reuters: Exclusive: Before Afghan collapse, Biden pressed Ghani to ‘change perception’

•   Reuters: Brazilian viper venom may become tool in fight against COVID, study shows

•   Reuters: China shuts American Chamber of Commerce in Chengdu, organisation says

•   Reuters: Biden administration aims to cut costs for solar, wind projects on public land

•   Reuters: About 14 million in U.S. get first COVID-19 shot in August, up from July

•   Reuters: Ireland to drop almost all COVID-19 restrictions in October

•   Reuters: Japan's Moderna vaccine contamination woes widen as regions put holds on shots

•   Reuters: Coal India ramps up supplies to address shortage at utilities

•   Reuters: China's oil demand recovers as COVID impact eases, more quotas eyed

•   Reuters: U.S. Treasury says China private equity's Magnachip purchase poses security risks

•   AP: Oxygen supplies grow precarious amid COVID surge

•   AP: Analysis: War is over but not Biden's Afghanistan challenges

•   CNBC: There are mounting risks that make September a potentially hazardous time for stocks

•   CNBC: Two more factors have popped up that add to the Fed's inflation worries

•   CNBC: Infrastructure bill: Which states will get the most money

•   CNBC: Covid: Taiwan banking on homegrown Medigen vaccine

•   CNBC: Restaurant owners say hiring is becoming an increasing challenge

•   Politico: McCarthy faces internal pressure to go harder at Biden on Afghanistan

•   SCMP: ‘Irrational expansion of capital’ behind China’s fan culture and tech monopolies, says Beijing expert

•   SCMP: China may make new pledges in talks with visiting US climate envoy John Kerry

•   SCMP: China’s shipping-container costs hit all-time highs, and shortage will further push up prices in coming months

•   SCMP: Scientists in China ‘struggle to get instruments because of US export controls’

•   Caixin: Chinese Communist Party Set Key Plenum for November

•   Nikkei Asia: COVID pushes Japan's non-metropolitan companies to digitize

•   Nikkei Asia: US benefits as Taiwan tech shifts from China, but Japan left behind

•   Nikkei Asia: Taiwan grows ever closer to Japan over vaccines, China fears

•   Mainichi: Japan's FY 2022 budget requests hit record of over $1 trillion

•   Japan Times: Japan confirms first case of new type of delta variant

※   The latest case contains the N501S mutation, which is similar to the mutation in the alpha variant known as N501Y

•   Economic Times: India's economic activity picking pace, further upside to growth likely: Moody's

•   Equipment World: Drone, Software Firm Alliance Takes on Large Construction Jobs

•   Industrial Vehicle Technology: Caterpillar partners with mining giant BHP to deploy zero-emissions vehicles

•   DIGITIMES: DRAM spot prices falling rapidly

•   DIGITIMES: Honor becomes 3rd-largest handset brand in China

•   MIT News: Making the case for hydrogen in a zero-carbon economy

•   매경(P1): 내년도 퍼주기…나랏빚에 눌린 5년

※   기재부: "강한 경제, 민생 버팀목", 2022년 예산안 및 2021~2025년 국가재정운용계획

•   매경: 토목은 적폐라더니…'MB 4대강' 뛰어넘은 SOC예산

•   매경: "차기 정부 어떡하라고…" 나라빚 5년간 400조 늘었다

•   매경: 부동산 잡겠다는 정부의 이율배반…"집값 올라 종부세 30% 더 걷힐 것"

•   매경(P1): 구글·애플, 자사 앱결제 강제 못한다

•   매경: 백신접종 후 곧바로 출국해도…2주 지나고 귀국 땐 자가격리 면제

•   매경: 실업률의 역설…청년 줄고 노인 늘자 0.4%P 떨어져

※   한국은행: 조사통계월보 2021년 8월호

•   매경: 5배 빠르다는 5G, 왜 이리 늦나 했더니…이유 있었네

•   매경: "9월에 무슨 빅 이벤트 있길래"…수소株 벌써부터 들썩거린다

•   매경: 접대비서 대외활동비로…용어 변경추진

•   한경(P1): 삼성바이오, mRNA백신 원액생산 '시동'

•   한경(P1): 롯데의 'M&A 본능', 이번엔 한샘…사모펀드와 공동 인수 추진

•   한경: '탄소중립' 예산 63% 급증한 11.9조 편성

•   한경: 남부발전, 울산에 청정에너지 생산공장 짓는다

•   한경: 계열사간 내부거래 '분기별 금액' 공시해야

•   한경: "韓 2035년 부담할 탄소국경세 4700억원"

※   E3G: New study shows limited trade impacts of EU CBAM

•   한경: 은행 부실채권비율 0.54%…4분기 연속 '사상 최저'

•   서경(P1): 서울 중산층이 살 수 있는 아파트 4분의 1 토막 났다

•   서경: '감염경로 불명' 35% 역대 최고치

•   서경: [시그널] BBB債에 투자자들 지갑 닫아···저신용기업 2조 차환 비상

•   서경: 빚으로 버티는데··· 中企 "이젠 이자 낼 돈도 바닥"

•   서경: "탄소중립 투자 촉진 위해 세액공제 확대해야"

•   서경: [단독] "상사에 15도 인사" 별걸 다 정한 공직 비서지침

•   조선: 폐지한다던 ‘일자리 안정자금’ 유지한다

•   조선: 12~17세 코로나 확진 급증

•   조선비즈: 8월 메모리 가격 보합세…“서버용 D램, 4분기 소폭 하락”

•   조선비즈: 강남 아파트 평당 1억원은 이제 흔한 일… 토지거래허가제도 ‘무색’

•   인베스트조선: 제페토는 네이버에 미래일까 비용일까...엇갈리는 '메타버스' 전망

•   중앙: 車·철강·조선 '정규직화 갈등'…‘판도라의 상자’ 연 현대제철

•   중앙: [현장에서] 고신용자만 옥죄는 대출규제, 상식이 사라진 금융시장

•   중앙: 기준금리 인상 이틀 만에, 정기예금에 1.6조 몰렸다

•   동아(P1): 38노스 “北영변서 냉각수 방출, 위성사진에 포착”

※   38 North: North Korea’s Yongbyon Nuclear Complex: More Evidence the 5 MWe Reactor Appears to Have Restarted

•   동아: 냉각수 방류, 北 핵시설 재가동 ‘스모킹건’… 靑-백악관 “대화 시급”

•   동아: 北, 영변 이어 강선에선 우라늄 농축 활동

•   동아: 美하원 국방수권법안에 ‘주한미군 감축 제한’ 빠져

•   동아: 현대차, 완전 무인 ‘로보택시’ 세계 첫 공개

•   동아: [단독]SK에코플랜트(SK건설), 플랜트 사업 떼어낸다…구성원 “매각 수순” 판단

•   머니투데이(P1): '공동부유' 깃발 든 中, 경제·사회 대수술…"21세기 문화대혁명"

•   머니투데이: "내년 부동산·주식시장 주춤"...예산안으로 본 정부의 전망

•   머니투데이: "백신 주권 확립" "세계 5위 달성" 외쳤건만…기대 못 미친 백신 예산

•   머니투데이: [단독]내년 공무원 월급 1.4%↑…文대통령은 4년째 동결

•   머니투데이: 동해가스전에 1200만톤 CO₂ 가둔다…현대重, 탄소포집 해상플랫폼

•   헤럴드경제(P1): SK종합화학, 5조투자 도시유전기업 도약

•   헤럴드경제(P1): 文 정부 예타 면제 100조 돌파

•   헤럴드경제(P1): HMM 육상노조도 98% 찬성 파업가결

•   헤럴드경제: “알아서 해주세요”...신탁시장 급팽창…부동산 300조 돌파, 증권도 곧 300조

•   파이낸셜뉴스(P1): 김총리의 지지…이재용 경영복귀 힘실리나

•   파이낸셜뉴스: 반도체 부족 현실로…한국GM 부평1공장 50% 감산

•   디지털타임스(P1): 의료노조 내일 파업예고, 코로나 대응 마비 우려

•   이데일리(P1): [단독]현대차 세계최대 中시장서 몸집 줄이나…주재원 수십명 철수

•   이데일리(P1): [단독]오세훈표 장기전세주택 1900호 부풀리기 논란

•   이데일리: 삐걱대는 시프트…‘공급난망’ ‘부자혜택’ ‘SH 만년적자’

•   이데일리: 재건축·재개발 출발부터 발목..서울시 공급정책 ‘빨간불’

•   이데일리: '사회주택' 저격한 오세훈..박원순 지우기 나서나

•   이데일리: [단독]LG '전자식 마스크' 국내서도 쓴다…안전기준 곧 마무리

•   이데일리: 스마트폰 ‘결전의 9월’…삼성·애플·샤오미 ‘진검승부’

•   이데일리: 백신 개발사, ‘부스터샷’으로 개발 방향 바꾼 이유는

•   이데일리: 文 "부스터샷 수요까지 고려하라"…내년 '백신 대란' 피할까

•   연합: 오늘 다시 2천명 안팎…델타변이 확산속 '한달 방역대책' 모레 발표

•   e대한경제: [수소경제 ‘퀀텀 점프]대기업 10곳 ‘수소 동맹’…글로벌 투자협업 ‘신세계’ 연다

•   e대한경제: [K-수소 어벤저스]수소 사회 얼만큼 왔나…미래 비전 공개

•   e대한경제: [K-수소 어벤저스] 최태원, 수소 생태계 올인…SK, 5년간 18조 투자 “글로벌 톱으로”

•   e대한경제: [K-수소 어벤저스] 수소차 年 50만대 생산…‘글로벌 넘버원’ 시동

•   e대한경제: [K-수소 어벤저스] 신사업 속도 최정우의 포스코

•   e대한경제: [K-수소 어벤저스] 효성 조현준 회장의 미래 전략

•   이뉴스투데이: [단독] 신재생에너지의 ‘광풍’…7월 태양광 거래량 역대 최대치

•   더구루: [단독] 두산중공업, 사우디 플랜트 부품 합작사 설립…규제당국 '승인'

•   비즈니스포스트: 두산건설 지방 도시정비 수주 잇단 승전보, 지속성장 입증에 총력전

•   에너지경제: [단독] 삼성 ‘갤플립3’ 발열 논란…흥행에 발목 잡히나

•   에너지경제: 2030년까지 온실가스 35% 감축…탄소중립기본법 통과

•   에너지경제: "정부, 탈석탄 외치면서 온실가스 배출 석유·LNG에는 투자 확대"

•   에너지경제: "NDC목표, 경제파급효과 분석이 우선·구체적 로드맵 제시해야"

•   전자신문(P1): 삼성전자, 미국에서 '인증 중고폰' 판매... 반값에 1년 보증까지

•   전자신문: [산업리포트]K-배터리, 글로벌 완성차와 전기차 배터리 동맹 가속

•   전자신문: "복잡하고 어려워" TSMC, 전작보다 3~4개월 늦게 3나노 양산

•   전자신문: 무협 "글로벌 반도체 공급망, '안정성·회복력' 중심 재편"

※   국제무역연구원: 주요국의 반도체 산업정책과 공급망 변화 전망

[Opinions]

•   Project Syndicate(Kenneth Rogoff): Back to the Seventies?

•   Project Syndicate(Chris Patten): The Wages of Defeat in Afghanistan

•   Project Syndicate(Simon Johnson): Why Is COVID-19 Surging in America Again?

•   Project Syndicate(Sławomir Sierakowski): Europe's New Refugee Crisis

•   FT(Edward Luce): Joe Biden and Europe are going different ways

•   FT(Robert Armstrong): The rich get richer and rates get lower

•   FT(Peter Atwater): The troubling parallels between supply chains and securitisation

•   WSJ(Editorial Board): Bernie Sanders Runs Out of Billionaires

•   WSJ(Editorial Board): Last Flight From Kabul

•   WSJ(Editorial Board): Hurricane Ida’s Climate Resilience Lesson

•   WSJ(Holman W. Jenkins, Jr.): Tesla and the Metaverse

•   WSJ(S. Paul Kapur): No, Trump Didn’t Force Biden’s Withdrawal

•   WSJ(Danny Heitman): The Long Night of Hurricane Ida

•   NYT(Ross Douthat): Joe Biden’s Critics Lost Afghanistan

•   NYT(Jamelle Bouie): Do Republicans Actually Want the Pandemic to End?

•   NYT(Andy Horowitz): Hurricane Ida Offers a Glimpse of the Dystopia That’s Coming for All of Us

•   NYT(Asfandyar Mir): Biden Didn’t See the ISIS-K Threat in Afghanistan Until Too Late

•   WP(Editorial Board): The U.S. still doesn’t know the pandemic’s origins. The need for answers has never been greater.

•   WP(Max Boot): Biden has been a good president. But the exit from Afghanistan has been an epic own-goal.

•   WP(Kathleen Parker): The departures from Afghanistan and Vietnam are not the same. But they raise the same haunting question.

•   WP(Jordan Ellenberg): Coronavirus vaccines work. But this statistical illusion makes people think they don’t.

•   WP(Katrina vanden Heuvel): It’s clear America can afford Biden’s investments at home. Just look at how much it spent on wars.

•   Bloomberg(Mark Gongloff): China May Be Its Own Worst Cold War 2.0 Enemy

•   Bloomberg(Andreas Kluth): Scholz and the SPD Must Rule Out a German Coalition That’s Far, Far Left

•   Bloomberg(Lionel Laurent): The EU's Guidelines on American Visitors Look Like Trade War Diplomacy

•   Bloomberg(Faye Flam): We Don't Know Enough About Covid Risks to the Vaccinated

•   Bloomberg(Michael Schuman): Xi’s Forgetting What Made China Great Again, as Tencent, Pinduoduo Kowtow

•   헤럴드경제(이세진): ‘유동성 파티’ M&A시장, 곳곳서 잡음