Business Intelligence Monitor 210902

(Introduction)

[Markets]

•   Global: Shares end at new peaks, dollar slips on Delta concerns

•   Metals: Copper falls from two-week highs as factory activity slows

•   Grains: Corn, soybeans sag on US export worries after Ida

•   DRAM: D램값 7개월來 최저···연말 조정 오나

•   한국: 코스피 13거래일만에 3,200선 회복…외국인 이틀째 순매수

•   한국: 수소株 이번 달도 달리나···새내기株도 단숨에 ‘따상’

•   한국: 갤폴드3 플립3 무섭게 팔린다…삼성보다 더 신났다, 누구?

•   한국: 두산그룹주 방향 못 잡아, 두산 11%대 급등 두산퓨얼셀 4%대 내려

•   한국: SMR 호재, 원전예산 증가…두산重 4%↑

[Indicators]

•   Asia Aug. Manufacturing PMI: Surging Covid-19 Cases Hammer Asian Factories

※   Continuing struggles in region’s manufacturing sector could lead to higher prices for consumer goods such as shoes and electronics

•   US Jul. Construction spending: Construction spending rises in July amid abroad gains

•   US Aug. Employment(ADP): U.S. Companies Add Fewer Jobs Than Forecast, ADP Data Show

•   US Aug. Manufacturing PMI(ISM): American Factories Will Keep Humming

※   The ISM Survey shows a manufacturing sector that would be booming even if demand slowed

•   US Weekly Mortgage rates·applications: Weekly mortgage-refinance demand drops as interest rates stall

•   Eurozone Jul. Employment: Euro zone unemployment falls as expected in July

•   Eurozone Aug. PMI(final): Supply bottlenecks create record backlogs at eurozone manufacturers

•   Germany Jul. Retail sales: German retail sales slump signals weak start to third quarter

•   UK Aug. House prices: UK house prices increase sharply in August

•   Japan Q2 Capital spending: Japan's April-June capital spending sees 1st rise in 5 quarters

•   India Aug. GST collections: GST collections for August at Rs 1.12 lakh crore

•   Brazil Q2 GDP: Brazil’s Economy Seen Growing Less After Disappointing Quarter

•   Turkey Q2 GDP: Turkish economy bounces back from pandemic at fastest rate in 21 years

•   한국 2분기 산업별 대출금: '빚으로 버티는 중'... 2분기 자영업자 대출 10조 증가

•   한국 8월 무역수지: 8월 수출 34.9%↑…누적 수출 최단 4천억 달러 돌파

•   한국 8월 자동차 판매: 반도체 수급난에 8월 자동차 판매량 5.9% 감소

•   한국 8월 소상공인 체감경기지수: 소상공인 체감경기 부진 지속…추석 기대로 경기전망은 개선

[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: OPEC Alliance Keeps Gradual Production Increases, Despite U.S. Request

※   OPEC, group of Russian producers resist U.S. call to ramp up output faster

•   WSJ: States That Cut Unemployment Benefits Saw Limited Impact on Job Growth

•   WSJ: Hurricane Ida Destroyed This Town. Residents Hope Help Arrives Soon.

•   WSJ: Hurricane Ida: Most of New Orleans Still Lacks Power, Running Water

•   WSJ: Refineries Potentially Face Weekslong Outages After Hurricane Ida

•   WSJ: How to Deal With Above-Target Inflation: Raise the Target

•   WSJ: Fed’s Bostic Warns Eviction Surge Could Weigh on Recovery

•   WSJ: Taliban Takeover Threatens to Raise India-Pakistan Tensions

•   WSJ: Covid-19 Has China’s Gambling Hub Macau on a Long Losing Streak

•   WSJ: Energy Traders See Big Money in Carbon-Emissions Markets

•   WSJ: Apple Plans Blood-Pressure Measure, Wrist Thermometer in Apple Watch

•   NYT: Has Delta Peaked?

※   The number of new daily U.S. cases has risen less over the past week than at any point since June

•   NYT: When Will the Delta Surge End?

•   NYT: Businesses Push Biden to Develop China Trade Policy

•   NYT: Ukraine's Leader Seeks Assurances From Biden After Afghan Pullout

•   NYT: On Afghanistan, G.O.P. Assails the Pullout It Had Supported Under Trump

•   NYT: It’s Election Season in Germany. No Charisma, Please!

•   WP: Holiday shopping 2021: Shipping delays, out-of-stocks and inflation are roiling retailers

•   FT: Finland’s forests fire up debate over EU’s strategy for going green

•   FT: Spain boosts minimum wage as Covid revival gathers pace

•   FT: Britons with weak immune systems to be offered third Covid jab

•   FT: New BoE chief economist backs limits on quantitative easing

•   FT: ‘Egregiously mishandled’: Afghanistan chaos dents Biden’s popularity

•   FT: Crypto platforms need regulation to survive, says SEC boss

•   FT: Sneaky boosters: how Americans are finding unofficial third jabs

•   FT: Inflation puts pressure on America’s fast-expanding dollar stores

•   FT: Taliban celebrates victory as Afghans face bank runs and food shortages

•   FT: Covid and poverty: India’s microfinance industry falters

•   FT: Venezuela’s opposition to switch tack by taking part in elections

•   FT: Debt ceiling fight pushes money market funds to brink

•   FT: Investors eye emerging market upswing after China shock

•   FT: North Sea oil producers push UK to back 18 new projects

•   FT: Amazon now running 164 flights a day to deliver stock in US

•   FT: Hydrogen: how to harness a superfuel

•   Bloomberg: Moderna Seeks U.S. Authorization for Covid Booster Shot

※   In trial, third dose raised antibodies versus delta by 40-fold

※   FDA advisers plan to review Pfizer booster data on Sept. 17

•   Bloomberg: Covid Hospital Admissions Fall for First Time Since June in U.S.

•   Bloomberg: Fed Faces ‘Ugly Fight’ Over Jobs Goal in Next Big Policy Debate

•   Bloomberg: Powell Gets Unlikely Boost With His Liberal Critics in Disarray

•   Bloomberg: Painless, Silent Organ Damage Seen in Large ‘Long Hauler’ Study

•   Bloomberg: Long Covid Affects Teenagers Too in Large U.K. Study

•   Bloomberg: Covid Booster: Pfizer-BioNTech Third Shot Lowers Virus Infection Risk

•   Bloomberg: Alpha, Delta and More. Why Virus Variants Cause Alarm: QuickTake

•   Bloomberg: China Economist Warns of Falling Property Prices, Debt Pressure

•   Bloomberg: AmCham in Southwest China Trying to Reopen After Abrupt Closure

•   Bloomberg: Home Prices in Three U.S. Cities Have Jumped 25% or More in a Year

•   Bloomberg: U.S. Weighs Quota System in Bid to End EU Feud on Steel Tariffs

•   Bloomberg: Hurricane Ida Disrupts Crop Trading at Gulf Coast Ports

•   Bloomberg: How Germany’s Next Government May Shape Up: Coalition Scenarios

•   Bloomberg: Europe’s Waning Crisis Triggers ECB Debate on Ending Stimulus

•   Bloomberg: ECB Shouldn’t Disregard Risk of Higher Inflation, Weidmann Says

•   Bloomberg: Japan’s Suga Looking at Oct. 17 General Election, Reports Say

•   Bloomberg: Taiwan Warns of China’s Ability to ‘Paralyze’ Island’s Defenses

•   Bloomberg: Mexico President AMLOP to Present Key Energy Reform This Month

•   Bloomberg: Tangled Vietnam Supply Chain Highlights Threat to Global Economy

•   Bloomberg: BOJ Deputy Governor Hints at Possible Economic Downgrade

•   Bloomberg: South Africa Backs GDP Data Despite Missing Mine Statistics

•   Bloomberg: Saudi Arabia Now Has The World’s Toughest Vaccine Rules

•   Bloomberg: Chinese Firms Rush to Embrace Xi’s ‘Common Prosperity’ Slogan

•   Bloomberg: How One Covid Case Upended Toyota’s Just-in-Time Supply Chain

•   Bloomberg: ECB Tells Banks to Gird for Climate Tests That May Hit Dividends

•   Bloomberg: Eskom Offers Tariff for Businesses to Purchase Renewable Power

•   Reuters: France, Germany urge Iran to return speedily to nuclear deal talks

•   Reuters: Well-vaccinated countries should prioritise COVAX over booster shots - WHO's Tedros

•   Reuters: EU health body says no urgent need for vaccine boosters

•   Reuters: Most vaccinated Americans want COVID-19 booster shots -Reuters/Ipsos poll

•   Reuters: Biden infrastructure plan takes on EV charging’s inequality problem

•   Reuters: Biden administration to resume drilling auctions in setback to climate agenda

•   Reuters: Indian Kashmir separatist leader dies, troops deployed in Srinagar

•   Reuters: More vaccines urgently needed in Latin America to contain Delta, says health agency

•   Reuters: China energy regulator pledges to improve after scathing govt audit

•   Reuters: Vaccinated Singapore eases into reopening as other nations watch for lessons

•   Reuters: EXCLUSIVE U.S. Treasury issued new license to ease flow of aid in Afghanistan

•   Reuters: CEOs back to pre-pandemic levels of confidence, KPMG survey shows

•   Reuters: Analysis: Argentina's markets are flying (yes, you read that right)

•   CNBC: WHO says it is monitoring a new Covid variant called ‘mu’

※   It has mutations that have the potential to evade immunity provided by a previous Covid-19 infection or vaccination

•   CNBC: Covid vaccines remain 'stunningly effective,' even as delta concerns grow

•   CNBC: Covid vaccine: Dr. Scott Gottlieb says people who had Covid won’t be immune forever

•   CNBC: U.S. relationship with Taliban unclear after end of Afghanistan War, senior defense and diplomatic officials say

•   CNBC: September is stocks' toughest month, but this time could be different

•   CNBC: U.S. added most new energy capacity from wind in 2020

•   CNBC: Elon Musk says Tesla Roadster delayed until 2023 as supply chain issues persist

•   CNBC: Xiaomi officially registers electric vehicle business led by founder

•   MarketWatch: A nearly 10% S&P 500 correction last September has stock-market investors dreading autumn 2021

•   MarketWatch: COVID-19 booster shots are more complicated than they appear. Here’s why scientists and health officials have different opinions.

•   Fox Business: Republicans rip Biden admin for massive food stamps increase

•   New York Post: Two senior FDA officials resign over Biden administration booster shot plan

•   SCMP: ‘China is not the Soviet Union’ says Beijing’s envoy to Washington

•   SCMP: Huaxia joins Chinese banks halting forex services amid currency volatility concerns, but move leaves customers anxious

•   Nikkei Asia: Toyota takes commanding lead in EV patents but no match for Tesla in sales

•   Nikkei Asia: Withdrawn Moderna vaccines in Japan said to contain steel particles

•   Nikkei Asia: US and Japan make climate response 'pillar' of ties as COP26 nears

•   Nikkei Asia: Suga denies a snap election that would delay LDP leadership race

•   Nikkei Asia: Analysis: A footnote on Cultural Revolution hints at Xi headwinds

•   Economic Times: Q1 GDP numbers decoded: Agri growth amid farm protests but govt spending needs to do better Video | ET Now

•   Economic Times: View: First quarter GDP print tells the story of waning private consumption

•   Economic Times: In Q2 we will see even stronger GDP numbers: Sanjeev Sanyal, Principal Economic Advisor

•   OilPrice.com: Chip Shortage Is Becoming A Serious Problem For EV Maker NIO

•   DIGITIMES: Robust HDI PCB demand for high-end applications fueling capacity expansions

•   DIGITIMES: Taiwan flexible PCB makers expect peak sales in 2H21

•   Robotics & Automation News: Specialist ‘robotics-as-a-service’ startup lets manufacturers ‘hire’ popular robots at ‘low hourly rate’

•   Robotics Tomorrow: Standards, Guidelines & Industry Best Practices for Industrial & Collaborative Robots

•   Robot Report: Collaborative Robotics Week to examine state of industry

•   매경(P1): 실업급여 퍼주더니 "고용보험료 더 내라"

•   매경: 건보료 이어 고용보험료까지…국민 부담 가중

•   매경(P1): 대한민국 올해의 ESG 기업에 KB금융·삼성SDI·SKT 등 8곳

•   매경: 앱 생태계 '독점과의 전쟁' 선봉에 선 韓…美 게임업계 거물 "오늘부터 난 한국인"

•   매경: 文정부가 만든 공무원천국 대한민국…내년 인건비 첫 40조 돌파했다

•   매경: "한때 여객기 기장, 지금은 그냥 알바생" 어제도 오늘도 복직만 기다린다

•   매경: 196개국 머리맞댄 'COP26'…기후위기 생존의 길, 서울서 찾는다

•   매경: [Biz times] 황금알 낳는 데이터 시대…언제까지 엑셀만 쓸거니

•   매경: [Biz Focus] 사회적 책임에 앞장섰던 가족기업…ESG 경영의 원조

•   한경(P1): [단독] 한국 핵연료 재활용 기술, 미국서 승인

•   한경: 코스피 1억 몰빵해 900만원 벌 때 미국에 절반 투자했다면…

•   한경: 혈세로 갚아야 할 나랏빚만 700조

•   한경: "일단 받고 보자" 8월 은행 주담대 4조 늘어

•   한경: 9~11월 아파트 입주 8만가구 그쳐

•   한경: "기후변화 우등생만 살아남는다"…탄소중립에 목숨 건 기업들

•   한경: 탄소중립發 산업재편 시작됐다

•   서경(P1): 법안만 남발···'4대 혁신'은 손도 못댔다

•   서경: '편 가르기' 법안 쏟아낸 4년···성장 이끌 구조개혁은 뒷전

•   서경: 여당, 이번에는 노동이사제·예타무력화 ···사회적 합의 없이 입법폭주 또 시동

•   서경(P1): 예산 259억 찔끔 늘려···뒤로 밀린 '자원전쟁'

•   서경: 탄소중립 외치며 R&D 지원예산은 쥐꼬리···"민간에 부담 떠넘겨"

•   서경: 日 반도체 수출규제 2년···韓에 공장 짓는 스미토모

•   서경: "지구 살리는 투자"...'탄소중립 ETF' 내달까지 10종 쏟아진다

•   조선: 불법점거 당한 현대제철… 회사는 할수있는 게 하나도 없다

•   조선: 美·獨선 회사점거 불법… 파업 대체인력도 투입 가능

•   조선: 곳곳 파업 위기… “親노조 文정부, 조정력 떨어져”

•   조선: 12~17세 청소년 화이자 맞을듯

•   조선: 삼성, 파운드리 반도체 가격 최대 20% 올린다

•   조선: “용접 로봇, 물류 로봇, 서빙 로봇… 빌려드립니다”

•   조선비즈: [AWC 2021] “식량 위기, 사람 대신 농사 짓는 AI 로봇이 해결”

•   조선비즈: 내년 9000만회분 추가 구매?… 당장 맞을 백신도 없는데

•   조선비즈: 삼성, OLED 스마트폰 1위 애플에 내줄 위기… “폴더블로 반전 노린다”

•   조선비즈: 정부, 루마니아서 화이자·모더나 150만회분 들여온다

•   조선비즈: “우리도 ‘OO페이’ 있어” 유통가 생존 수단된 간편결제

•   조선비즈: [네이버 공화국]④ 변호사·세무사·트레이너까지… ‘지식플랫폼’에 가둬 수수료·광고 수익 극대화

•   조선비즈: [예산안 해부]① 우석진 교수 “‘긴축은 차기 정부부터’ 文정부 재정운용, 현실성 낮아”

•   중앙(P1): 국토연구원 “서울 집값 오른 건 언론 탓” 보고서

•   동아(P1): 보건노조-정부 협상 타결… 코로나 의료대란 피했다

•   동아: [단독]공급지연 모더나 600만회분 이르면 오늘부터 도입

•   문화: ‘親勞’ 문정부서 4년간 힘 키운 민노총 ‘공권력 무시 줄파업’

•   문화: ‘中도 韓에 의존’ 역발상해야 ‘G2 경제전쟁’ 돌파 기회 있다

•   문화: “韓, ‘쿼드기술네트워크’ 참여 최우선… 반도체 등 초격차 유지해야”

•   한국(P1): [단독] 추석 '6~8인 모임' 허용 유력... "위드 코로나로 단계적 전환 불가피"

•   한국: '중국산 백신'은 싫다는 北, 백신으로 대화 동력 마련하려는 정부

•   한국: “미국, 북한이 대화 나서면 모든 관심사 협의 가능” 한국이 전한 미국 대북협상 기류

•   한국: 글로벌 조선업계, 장기호황 진입…한·중, ‘조선강국’ 타이틀 경쟁 치열

•   한국: 대기업 총수일가 고작 3.5% 지분으로 그룹 장악

•   한국: '긴축 시작에 증시 불안까지'...25조 빚투족 "나 떨고 있니?"

•   한국: [단독] 금감원, 이재용 삼성생명 대주주 적격 판단

•   서울: ‘지원금 추석 전 지급’ 정부 발표에 지자체들 “생색내기 급급”

•   한겨레(P1): 상장기업 남성 7980만원 받을 때, 여성 5110만원 받는다

•   머니투데이(P1): "카카오 등 '빅테크' 총수들, 사익편취 어림없다" 공정위 집중감시

•   머니투데이(P1): SK그룹 수소 선봉 SK E&S "수소 발판, 4년 뒤 기업가치 5배로 키운다"

•   머니투데이: "접종 후 급성백혈병 진단" 청원 16명째…전문가들 의견은?

•   머니투데이: 文정부 공공임대 '세계 9위'로..중산층 선호 30평대 늘린다

•   헤럴드경제(P1): 라이더 40만시대…삶이 된 ‘배달’

•   헤럴드경제(P1): ‘대변혁의 시간’ 헤럴드기업포럼2021 [알림]

•   헤럴드경제: 공유오피스, 카페와 ‘라운지 경쟁’ 나선다

•   헤럴드경제: ‘3겹 우려’ 해소...“코스피 내년 3800 가능”

•   헤럴드경제: 한국 백신 허브로?…GC녹십자, 얀센 위탁생산하나

•   헤럴드경제: 위드 코로나 무기될 ‘토종’ 코로나 치료제 개발 가시화

•   헤럴드경제: [단독] 가계대출 단속한 정부, 기업대출은 확대 캠패인

•   파이낸셜뉴스(P1): 버티고 버티다 결국 기초수급자 "위드코로나 없으면 자영업 붕괴"

※   한국경제연구원: 4차 대유행 2달 째, 자영업자 열 중 넷(39.4%) 폐업 고려

•   아시아경제: 카카오 그룹, LG 제치고 연내 시총 4위 등극하나

•   아시아경제: 삼성이 개발한다는 전고체 배터리의 치명적 약점[과학을읽다]

•   아시아경제: [단독]증권사도 내달부터 탄소배출권 거래 허용

•   디지털타임스(P1): 디테일 놓치면 `구글법` 역습 온다

•   이데일리(P1): "당장 잔금 어떻게"…대출절벽 이미 시작됐다

•   이데일리(P1): 대체투자에도 거센 ESG 바람…평가·적용은 '숙제'

•   이데일리: 다양하고 복잡한 자산…더 까다로운 대체투자 ESG

•   이데일리: 급격한 ESG 행보에 버블 우려도…방지에 필요한 3가지 P

•   이데일리: 연봉·마통 6천만원 김씨, 7억 주담대 내년 7월 7천만원 ↓

•   이데일리: 대출금리 더 오른다…가산금리 올리고, 우대금리 없애고

•   연합: 오늘 1천900명대…거리두기 연장·추석방역 한달 대책 내일 발표

•   연합: 경찰, 영장 발부 20일 만에 민주노총 위원장 구속

•   연합: 민주노총 "위원장 구속은 전쟁 선포…총파업으로 갚을 것"

•   연합: 수도권 상위 20% 집값 15억원 돌파…文정부 들어 2배 가량 뛰어

•   연합: 정부, 공급망·디지털·백신 등 '5대 통상전략' 집중 추진

•   e대한경제: 낸드 시장 지각변동…삼성전자·SK하이닉스, ‘초긴장’

•   더구루: 삼성 내년 폴더블 노트북 '갤럭시북 폴드 17' 출시설 '솔솔'

•   에너지경제: [이슈분석=2030 NDC 상향] 온실가스 배출권 3기 할당 시행하자마자 조정 불가피

•   에너지경제: [이슈분석] '과속' 탄소중립기본법에 주력산업 경쟁력 추락 불보듯

•   에너지데일리: “2040년까지 온실가스 순배출량 0으로 만들어야 한다”

•   디지털데일리: 韓 배터리 이어 디스플레이도 中에 1위 내줬다 [IT클로즈업]

[Opinions]

•   Project Syndicate(J. Bradford DeLong): Will Biden Make a Historic Mistake at the Fed?

•   Project Syndicate(Daniel Gros): The Economic Roots of the Afghan Debacle

•   Project Syndicate(Landry Signé): Africa Must Produce Its Own Vaccines

•   Project Syndicate(Koichi Hamada): A Rare Triumph of US Bipartisanship

•   FT(Robert Shrimsley): Boris Johnson’s fear of Rishi Sunak is a serious danger for the Tories

•   FT(David Gardner): Middle Eastern leaders have learned not to count on the US

•   FT(Kathrin Hille): China’s stance gives US a chance to deepen ties with Vietnam

•   WSJ(Editorial Board): Democrats’ Defense-Cut Test

•   WSJ(Editorial Board): A Dishonest Afghanistan Accounting

•   WSJ(Editorial Board): Europe’s Latest Inflation Surprise

•   WSJ(Judy Shelton): Congress Needs to Rein In a Too-Powerful Federal Reserve

•   WSJ(Daniel Henninger): Why Hurricane Ida Wasn’t Katrina

•   WSJ(James Freeman): President ‘Perception’

•   WSJ(Karl Rove): Biden’s Ugly Defense of His Afghan Failure

•   NYT(Alexandra Tempus): When Climate Change Comes to Your Doorstep

•   NYT(Adam Tooze): What if the Coronavirus Crisis Is Just a Trial Run?

•   NYT(Peter Coy): Modern Monetary Theory Has a New Friend in Congress

•   WP(Paul Waldman): Biden is rejecting nation-building. But not our right to use force anywhere.

•   Bloomberg(Mihir Sharma): Biden's Afghanistan Decision Was Both Dumb and Smart

•   Bloomberg(Marcus Ashworth): On Inflation and Covid Stimulus, the ECB Should Borrow the Fed's Playbook

•   Bloomberg(Andy Mukherjee): India’s World-Beating GDP Can’t Mask the Pain, With Consumer Sentiment Weak

•   Bloomberg(Eli Lake): Afghanistan Causes Biden to Bring Back Cruise-Missile Diplomacy

•   Bloomberg(Max Nisen): Biden's Rushed Booster Plan Is Already Getting Messy

•   MarketWatch(Peter Morici): The U.S. needs to rejoin the TPP to meet the China challenge

•   Reuters(John Kemp): Hedge fund oil selling runs its course

•   Guardian(Ali Allawi, Fatih Birol): Without help for oil-producing countries, net zero by 2050 is a distant dream

•   조선(김승범): 탄소중립 계획이 눈감은 ‘태양광 함정’

•   파이낸셜뉴스(정우식): 탄소중립 성공, 기업 자발적 동참에 달렸다