Business Intelligence Monitor 210906

(Introduction)

[Markets]

•   Global: Global stock benchmark at new high, dollar slips

•   Metals: Copper boosted by declining dollar after weak US jobs data

•   Grains: Soy, wheat firm ahead of U.S. holiday weekend; corn drifts lower

•   Cryptocurrency: Bitcoin rises this week to $51,000, highest since May

•   한국: 코스피 3,200대 회복…코스닥 10거래일 연속 상승

•   한국: '애플카' 이번엔 진짜로 만드나…LG전자·이노텍 일제히 급등

•   한국: 두산그룹주 혼조, 두산 1% 하락 두산중공업 두산밥캣 2% 안팎 상승

[Indicators]

•   US Aug. Nonfarm payrolls: U.S. Hiring Slowed Sharply in August

※   Economy added 235,000 jobs as the Delta variant appears to be weighing on consumer confidence and spending

※   WSJ: Jobs Report Likely Derails Case for September Fed Taper

※   WSJ: Jobs Won’t Look Great in September, Either

•   US Aug. Services PMI(ISM): U.S. Service Industry Expansion Cools From Month-Earlier Record

※   ISM gauge declined to 61.7 in August from July reading of 64.1

•   US Weekly Rig count: US oil rig count falls the most since June 2020

•   Eurozone Jul. Retail sales: Euro zone retail sales weaker than expected in July

•   Eurozone Aug. PMI(final): Euro-Area Reopening Boom Losing Steam on Delta, Supply Concerns

•   China Aug. Services PMI(Caixin): China’s Services Activity Contracts Sharply After Delta Outbreak

•   India Aug. Services PMI: Aug services PMI jumps to 18-month high on improved vaccine access, consumer footfall

•   Saudi Arabia Aug. PMI: Saudi Non-Oil Economy Grows at Slower Pace Amid Lower Exports

•   UAE Aug. PMI: UAE non-oil private sector maintains solid growth, employment rises

•   Turkey Aug. CPI: Cheaper Cars May Lower Turkish Inflation Amid Erdogan Rate Calls

[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: China Trade, Fed Talk, ECB’s Next Move

•   FT: A grim memorial date

•   Bloomberg: ECB Dares to Ask If Crisis Stimulus Can Be Pared Back: Eco Week

[News]

•   WSJ: Hurricane Ida Leaves Trail of Damage From South to Northeast

•   WSJ: Hurricane Ida Leaves Louisianans Without Power, New York State Seeking Disaster Declaration

•   WSJ: Hurricane Ida, Wildfires Prod Congress on Infrastructure Resiliency

•   WSJ: Democrats Weigh $3.5 Trillion Agenda—and How Much Should Be Paid For

•   WSJ: Hospitals Swamped With Delta Cases Struggle to Care for Critical Patients

•   WSJ: Covid-19 Vaccine Booster Launch Could Be Delayed for Many

※   The start date for the planned U.S. campaign could be pushed past Sept. 20, at least for the Moderna and J&J vaccines

•   WSJ: Child Covid-19 Cases Rise in States Where Schools Opened Earliest

•   WSJ: U.S. Ports See Shipping Logjams Likely Extending Far Into 2022

•   WSJ: Infrastructure Bill Could Influence How States Select Transportation Projects

•   WSJ: Japan’s Next Leader Set to Intensify Hawkish China Stance

※   Two former foreign ministers are likely front-runners in race to succeed Yoshihide Suga

•   WSJ: Japan’s Next Prime Minister: Who Are the Candidates to Succeed Yoshihide Suga?

•   WSJ: China’s Industrial Planning Evolves, Stirring U.S. Concerns

•   WSJ: An Insider Details the Chinese Communist Party’s Disdain for ‘Expendable’ Entrepreneurs

•   WSJ: Vietnam’s Factory Shutdowns Tug at Apparel Industry’s Seams

•   WSJ: Search for Yield Leads Bond Buyers to Unrated Debt

•   WSJ: ‘Solar Bond’ Demand Goes Through the Roof

•   WSJ: Chinese Ride-Hailing Giant Didi Could Get State Investment

•   WSJ: China’s SMIC to Build $8.87 Billion Chip Production Line in Shanghai

•   WSJ: Companies Are Tallying Their Carbon Emissions, but the Data Can Be Tricky

•   WSJ: The Chip Shortage Has Made a Star of This Little-Known Component

•   WSJ: Companies Need More Workers. Why Do They Reject Millions of Résumés?

•   WSJ: Apple to Delay iPhone Update That Could Scan Device for Illegal Content

•   NYT: White House Seeks $65 Billion to Prepare for Future Pandemics

•   NYT: Crypto’s Rapid Move Into Banking Elicits Alarm in Washington

•   NYT: Bitcoin Uses More Electricity Than Many Countries. How Is That Possible?

•   NYT: An Economic Lifeline in South America, the Paraná River, Is Shriveling

•   NYT: Thailand Covid Failures Spur Angry New Protests

•   NYT: AstraZeneca settles with the E.U. over delays in vaccine deliveries.

※   European Commission: Coronavirus: The EU and AstraZeneca agree on COVID-19 vaccine supply and on ending litigation

•   WP: As coronavirus fears spike, Biden’s ratings sag and workers split on vaccine mandates, Post-ABC poll finds

•   WP: Americans support Afghanistan pullout — but not the way it was done, a Post-ABC poll finds

•   WP: At odds with boss, some Biden aides privately alarmed as millions of workers head over jobless benefits cliff

•   WP: Top federal health officials warn that booster shots initially may be limited to Pfizer recipients

•   WP: Kerry urges China to cut emissions faster, as Beijing seeks easing of solar sanctions

•   WP: On Fed and Powell reappointment, Biden faces political test

•   WP: Republican wins on abortion, voting and guns cap their banner 2021, with Democratic goals in ‘dire’ danger despite Washington power

•   WP: Why America has 8.4 million unemployed when there are 10 million job openings

•   WP: As they did on the battlefield, the Taliban outlasted the U.S. at the negotiating table

•   WP: Here’s what we know about the mu variant

•   FT: Global dealmaking set to break records after frenzied summer

•   FT: Economic losses from extreme weather hit £3.6tn over five decades

•   FT: Will the post-Covid world economy enjoy a fresh start?

•   FT: UK moves closer to Covid jabs for teenagers

•   FT: UK gears up for battle to renew emergency Covid legislation

•   FT: The Biden doctrine: the US hunts for a new place in the world

•   FT: Suga’s exit sets off fight to reshape Japanese politics

•   FT: UAE eases residency rules in bid to lure $150bn in foreign investment

•   FT: Qatar emerges as bridge between Taliban and the west

•   FT: Jacob Zuma set for early prison release on medical parole

•   FT: Trump’s allies want to help Bolsonaro make Brazil great again

•   FT: Brazil suspends beef exports to China after cases of mad cow disease

•   FT: Taliban battles resistance fighters as Pakistan pushes for a united Afghan army

•   FT: Inflation could spark new global financial crisis, says Russia’s central bank

•   FT: Myanmar junta seeks to print money to relieve cash crunch, opposition claims

•   FT: Cryptocurrencies: developing countries provide fertile ground

•   FT: Crypto firms snap up ex-regulators, but some struggle to keep them

•   FT: Will the ECB slow the pace of its bond buying?

•   FT: New Beijing bourse faces tough road ahead despite Xi’s blessing

•   FT: Steelmaking raw materials decouple under China’s influence

•   FT: TotalEnergies signs contracts worth $27bn for oil, gas and solar in Iraq

•   FT: Amazon ‘roll-up’ businesses raise billions in fight for ascendancy

•   Bloomberg: Fauci Says Covid Boosters Likely to Start With Pfizer Shot Only

※   Biden medical adviser says any Moderna delay would be brief

•   Bloomberg: Delta Surge Means This Is as Good as it Gets for Global Growth

•   Bloomberg: Global Gas Price Surge Threatens to Dent the Economic Recovery

•   Bloomberg: Oxford Covid Vaccine Technology Shows Promise for Cancer Shot

•   Bloomberg: One Vaccine Makes More Antibodies Than Another. Does it Matter?

•   Bloomberg: Economic Charts of the Week: U.S. Job Growth Misses, China Struggles

•   Bloomberg: Fed Tapering Likely To Be Delayed After August Jobs Report

•   Bloomberg: Florida’s Newly Reported Covid Deaths Jump to Pandemic Record

•   Bloomberg: Biden Calls Economic Recovery ‘Durable’ Despite Jobs Miss

•   Bloomberg: Johnson Faces Bruising Return to U.K. Parliament Amid Tax Revolt

•   Bloomberg: ECB Tightening Too Soon Risks ‘Big Mistake,’ EU’s Gentiloni Says

•   Bloomberg: ECB Seen Slowing Pandemic Stimulus as Economic Recovery Advances

•   Bloomberg: Macron’s Government Vaunts Stimulus Spending as Election Looms

•   Bloomberg: Iran’s Raisi and France’s Macron Discussed Nuclear Deal on Phone

•   Bloomberg: Italy’s Economy to Grow at Least 5.8% This Year, Minister Says

•   Bloomberg: Europe Must Close Gap on Semiconductors, Italy’s Colao Warns

•   Bloomberg: U.K. Set for $83 Billion Public Spending Boost, Goldman Says

•   Bloomberg: Could This Be a Second Cultural Revolution? New Economy Saturday

•   Bloomberg: China’s ‘Mr. Income Distribution’ Explains Common Prosperity

•   Bloomberg: Australia’s Covid Epicenter Sees Another Day of Record Cases

•   Bloomberg: Putin Declares Islands Disputed With Japan as Tax-Free Zone

•   Bloomberg: Turkey Raises Inflation Target, Dashing Hope for Early Easing

•   Bloomberg: Emerging Currencies Are in ‘Sweet Spot’ for Carry Trades Again

•   Bloomberg: Chinese Finance Regulators Vow Tighter Supervision, New Rules

•   Bloomberg: Hedge Funds Slash Exposure to U.S. Stocks That Count on China

•   Bloomberg: Green Bond Sales Head for Record as More Nations Set for Debuts

•   Bloomberg: Bond-Market Day of Reckoning Denied as Weak Jobs Dim Taper Talk

•   Bloomberg: Saudis Cut Oil Prices to Woo Buyers as OPEC+ Boosts Supply

•   Bloomberg: Funds Flee Bullish Crop Bets as Hurricane Ida Disrupts Exports

•   Bloomberg: Russia Has a Gas Problem Nearly the Size of Exports to Europe

•   Bloomberg: VW’s Self-Driving Partner Closing In on German Public Road Tests

•   Bloomberg: Offshore Drilling Ban and Mining Curbs Edge Closer to Passage

•   Reuters: Russia's coronavirus cases surpass 7 million mark

•   Reuters: Leader of Afghan holdout region says he is ready to talk with Taliban

•   Reuters: Israel to present COVID-19 booster shot data to FDA experts

•   Reuters: Japan to extend COVID-19 state of emergency in Tokyo area - paper

•   Reuters: 'Stagflation' trades boom as investors flee U.S. debt

•   Reuters: EXCLUSIVE Ericsson CEO to double down on China as 5G tussle rumbles on

•   Reuters: EXCLUSIVE Tokyo ready to back Western Digital-Kioxia deal if key tech stays in Japan - sources

•   Reuters: FEATURE-Waste to watts: India generates green energy from food leftovers

•   Reuters: Analysis: Are COVID boosters needed? FDA vaccine advisers wrestle with a thorny issue

•   Reuters: Analysis: Weak August U.S. jobs report throws doubt on Fed taper

•   Reuters: Analysis: Afghan Taliban victory brings new challenge: governing a country in crisis

•   AP: Until 2023? Parts shortage will keep auto prices sky-high

•   AP: UK Brexit minister warns of 'cold mistrust' era with EU

•   AP: Analysis: US-China friction complicates progress on climate

•   CNBC: Here's where the jobs are for August 2021 — in one chart

•   CNBC: Covid cases: Dr. Scott Gottlieb says Northeast has yet to see 'true delta wave'

•   CNBC: Niall Ferguson: Inflation could repeat 1960s, when Fed lost control

•   CNBC: Mario Monti: Stagflation is the greatest risk to Europe’s recovery

•   CNBC: Stocks and the market: Two strategists weigh odds of correction

•   CNBC: Germany election: European and national stability at risk, Ambrosetti

•   CNBC: China's tech giants pour billions into Xi's goal of common prosperity

•   CNBC: The latest target of China's tech regulation blitz: algorithms

•   CNBC: How Amazon is shipping for third parties to compete with FedEx and UPS

•   SCMP: China ‘tells US envoy John Kerry it will follow its own climate road map’

※   Source says the two sides failed to reach agreement and China has its own plans on climate matters

•   SCMP: What will form the ‘foundation’ as China moves towards overtaking the US to become the world’s biggest economy?

•   SCMP: Beijing’s surprise plan for a stock exchange may help Hong Kong’s drive for quality as it keeps smaller companies at arm’s length

•   SCMP: New Beijing Stock Exchange could be the financial lifeline China’s small companies are crying out for, analysts say

•   SCMP: China risks ‘common poverty’ if Beijing excessively intervenes in market, economist warns

•   SCMP: China anti-corruption probe finds local governments are still ‘fabricating’ economic data

•   SCMP: China to ‘shift into hi-tech services gear’ over next 2 decades in WTO

•   SCMP: China to step up aviation self-reliance by 2025 amid US tensions, Shanghai to manufacture key engine parts

•   SCMP: US-China tensions over ‘lab leak’ theory hamper hunt for Covid-19 origins

•   SCMP: Explainer | China’s Ministry of Commerce: what is Mofcom and what is it responsible for?

•   Caixin: Cover Story: Rescuing China’s Would-Be Chipmaking Champion

•   Caixin: Hydrogen Cars Get Boost as Shanghai and Beijing Given Go-Ahead to Grow Fuel Cell Sector

•   Nikkei Asia: G-7, China, Russia to join ministerial talks on Afghanistan

•   Nikkei Asia: Generational divide clashes with factions in Japan's ruling party

•   Nikkei Asia: US watches Japan's leadership race, hoping for a stable partner

•   Nikkei Asia: Why China's stock market tumble is giving India's a lift

•   Japan Times: Japan business community stunned at Suga's decision to step down

•   Economic Times: Economic impact of a third wave, if any, will be very limited: KV Subramanian

•   Economic Times: Why it is safe to say India’s economic recovery is real and might accelerate

•   For Construction Pros: Cause of More Construction Job Losses in August More Serious than COVID-19 Delta?

•   DIGITIMES: Vietnam sees increased July exports of mobile devices and components

•   매경(P1): LH 해체 수준으로 개혁한다더니…무차별 낙하산 쏟아졌다

•   매경(P1): [단독] 금감원, 증권사 9곳에 480억원 과징금 통보

•   매경(P1): "코로나 아니면 이 가격에 못 산다"…상가 경매 낙찰가율 120% 역대 최고 찍었다

•   매경: "이리 빨리 올릴 줄이야"…국민은행도 금리 인상, 대출자 허리 휜다

•   매경: 컨선운임 1년새 3.5배 "연말까지 고운임 지속"

•   매경: 한은·금융위 "가계부채 잡자" 의기투합

•   매경: 대세는 탄소중립…현대차·BMW·벤츠, 전기차 몰고 뮌헨으로

•   매경: 현대차·기아 내수판매 5대중 1대는 친환경차

•   매경: 르노삼성 임단협 타결…완성차 5사 모두 무파업

•   매경(P1): 탄소중립정책 급발진…기업들 '패닉'

•   매경: '수출 효자' 반도체 자동차 벌벌 떤다...도대체 무슨 일이...

•   매경: 이재명 "10년 앞당겨야" vs 윤석열 "원전이 필수"

•   매경(P1): 카뱅 크래프톤 SK바사 주주들…9월에 바짝 긴장해야 하는 이유

•   매경(P1): 시대의 화두 '공정과 정의'…샌델, 與野대표와 집중토론

•   매경(P1): 코로나 재택근무 40대, 온라인 소비 주력으로

•   매경: 규제 하나 없앴더니…은평 노원 강남 전세 쏟아진다

•   매경: 與 '아니면 말고식' 공공주택 치중…野 '민간 재개발'로 차별화

•   매경: "이재명 기본주택 윤석열 원가주택? 글쎄…" 전문가들 왜 시큰둥하나

•   매경: 기존 기술로 신청해도…스마트공장 지원금 펑펑

•   매경: 기재부·KDI, 글로벌금융 콘퍼런스 7일 개최

•   매경: [단독] "코인거래소 운명의 2주 시작됐다"...17일까지 폐업 공지해야, 출금 한달간 가능

•   매경: 베트남 5조5천억 LNG 발전소…한국 기업 수주 '청신호' 켜졌다

•   매경: '과징금 폭탄' 증권사…"시장조성자 반납"

•   매경: 604조 슈퍼예산…투자 고수는 '수혜주' 찾기 나섰다

•   매경: 오세훈표 재개발도 분양까진 '하세월'…"후반부 절차 속도 내야"

•   한경(P1): [단독] 탈원전·태양광에 4년뒤 '165조 빚더미'…이와중에 한전공대까지

•   한경: 전력공기업 빚 해마다 6조↑…서부·남부발전 부채비율 200% '훌쩍'

•   한경(P1): 손대면 '잭팟'…벤처캐피털 대박시대

•   한경: 재택근무로 편해졌다?…더 촘촘해진 '구글식 성과관리'

•   한경: 더 세지는 '5% 공시룰'…과징금 40배 늘어난다

•   한경: "누가 총리 돼도 한국과 관계개선 힘들 듯…자민당내 분위기 부정적"

•   한경: 국가보증채무 내년 20조원 육박…"감축은 2023년부터"

•   한경: 기업승계 쉽게…법안 쏟아내는 與·野

•   한경(P1): 모터쇼도 대혁신 이젠 모빌리티쇼

•   한경(P1): 10조 혈세로 메우는 공적연금…개혁은 '모르쇠'

•   한경: '적자 늪' 공적연금…내년에도 공무원 5조·군인 3조 세금 투입

•   한경: "하루 이체 한도 30만원…5천만원 찾으려면 5개월 걸릴 판"

•   한경: 韓, 식품값 상승률 'OECD 4위'…추석 물가 비상

•   한경: "원·달러 환율 3분기가 고점…내년 1분기까지 하락 안정세"

•   한경: "더 오를 주식을 왜 팔았을까"…삼성전자의 속내

•   서경(P1): 쓰레기가 노다지로···기업 ‘廢경제’에 꽂히다

•   서경(P1): [단독] 현대차그룹 '전력 반도체' 내재화...매그나칩과 협력

•   서경: [단독] 주민반발에 송전탑 예산 年 3,000억 못썼다

•   서경(P1): [단독] 수兆 쏟아붓고도···슬럼화 못막은 도시재생

•   서경: "도시재생 끝났지만 소방로도 없어"···쇠퇴 멈춘 곳은 고작 2%

•   서경: "오세훈표 재개발로 갈아타자"··· 도시재생지역, 잇단 참여 선언

•   서경(P1): 말뿐인 K반도체 육성···지자체 규제에 막혀 공장도 못짓는다

•   서경: 日 규제품목 국산화 성공했는데···설비 확대도 못해

•   서경(P1): 확장재정 만끽한 文정부, 차기정부 稅收는 묶었다

•   서경: 다음 정부가 '재정 정상화' 떠안아···정작 필요한 곳엔 돈 못쓸판

•   서경: '코로나 초저리 대출' 만기 연장할 듯

•   서경: '포스트 코로나 시대' 대비한다···상반기 기업결합 작년 보다 15.3% 늘어

※   공정위: 2021년도 상반기 기업결합 동향 발표

•   서경: 취임 1,000일 홍남기···코로나 위기 극복 선방했지만, 집값·물가급등은 아킬레스건

•   서경: "4분기 3대 리스크 재점화하면, 경제침체 국면 길어질것"

•   서경: 주담대 금리 0.45%↑···코픽스 상승폭 4배

•   서경: 수소 밸류체인 구축 속도내는 현대글로비스

•   조선(P1): 수도권 식당 밤 10시까지 6인 허용

※   복지부: 사회적 거리두기 4주 연장(수도권 4단계, 비수도권 3단계)

•   조선: 집에서 제사는 8명 가능한데… 성묘는 4명만 된다는 방역수칙

•   조선: 한국도 뮤 변이에 뚫렸다, 해외입국자 3명 확진

•   조선: 방역 피로감 극에 달하자… 추석 계기로 ‘위드 코로나’ 예행연습

•   조선: 방역당국 “10월말까지 국민 70% 접종완료”

•   조선: [단독] 탄소중립 시민회의, 방송인 강연·다큐 재탕에 강사는 친정부 일색

•   조선: [단독] 이재용, 추석연휴 미국 출장 추진… 백신·반도체투자 성과내나

•   조선: 부동산 중개 수수료 반값 된다고? 지역따라 몇백만원 더 낼수도

•   조선(P1): 美 “원전건설 중단은 중대범죄, 주민 위해 245억 내라”

•   조선(P1): [NOW] 김대리 주식 잘 안돼? 투자 상담 좀 받아봐, 회사가 공짜로 해준대

•   조선: 문과 등용문 ‘마케팅·재무·인사’마저… 이과 우대로 돌아섰다

•   조선: ‘경력직 모집’ 55만건… ‘신입 모집’은 3만건뿐

•   조선: 또 약속 어긴 모더나… 끝내 25만회분 펑크

•   조선: 백신 1차 접종자 3000만명 돌파… 국방부, 오늘부터 장병 휴가 재개

•   조선: 밤 10시→9시→10시 왔다갔다 영업제한… 정부, 통계 근거없이 정했다

•   조선: 한국 전기차 경쟁력은... 특허 1위는 도요타, 현대·기아차는 5위

•   조선: 전문가 5명 중 4명 “내년까지 두 차례 금리인상”

•   조선비즈: 한은 “델타변이 확산에 중국 경제성장 모멘텀 다소 둔화”

※   한국은행: 해외경제 포커스(제2021-34호)

•   조선비즈: 올해 IPO 공모액 16조 돌파…역대 최대 2010년 1.6배

•   조선비즈: 지난해 전세계 원전 전력, 8년 만에 감소… 원전 폐쇄·코로나 영향

※   WNA: Resilient nuclear generation ensures reliable electricity supply in 2020

•   조선비즈: 화웨이서 독립한 中 스마트폰 ‘아너’의 반격… 샤오미 제쳤다

•   조선비즈: [단독] 현대글로비스, 직원 승진 없앤다… 현대차그룹 직급제 개편도 관심

•   조선비즈: 이억원 기재차관 “2분기까지의 개선 흐름 이어가기 쉽지 않은 상황”

•   조선비즈: 매출·이익률·점유율 하락… 3중고 겪는 중국 진출 기업들

•   조선비즈: 40兆 기안기금 10兆로 ‘다이어트’…정부, ’포스트 코로나’ 출구전략 시동

•   조선비즈: [단독] 삼성전자, 갤럭시S22에 카메라 구멍 숨긴 ‘UDC 기술’ 뺀다

•   중앙(P1): 은행권 대출만 260조 사상 최대 빚더미, MZ세대 시름 깊어간다

•   중앙: 260조 빚 짊어진 2030, 부채 연소득 두 배 넘어 ‘시한폭탄’

•   중앙: MZ세대 1인당 신용융자 6287만원, 반대매매 공포에 떨어

•   중앙: [빚에 짓눌린 MZ세대] ‘마통’ 신용대출 앱서 5분이면 OK, 핀테크 경쟁이 대출 키워

•   중앙: 코스피 PER 높고 반도체·원화 약세…한국 증시 매력 저하

•   중앙(P1): 채용 하반기에도 암울…대기업 68% 계획 없다

•   중앙: 대면→비대면 ‘소비 지출 대이동’…식당 역대 최악, 배달만 더블성장

•   중앙: 정부 “추석 잘 넘기면, 10월부터 일상에 가까운 거리두기”

•   중앙: [단독]삼성, 美 새 반도체공장 테일러 ‘낙점’…이르면 주내 발표

•   중앙: 강남3구, 대출 못받는 15억 초과 거래가 56% ‘현금부자 잔치’

•   동아: 올해 가계대출 증가액 52%가 ‘전세대출’

•   동아: “위드 코로나 시대 선점” CEO들 해외출장 러시

•   동아: 해운료 급등에… 컨테이너선 발주 사상 최대

•   문화: “中 디지털 위안화 내년 2월 출시… 美 달러패권 영향 제한적”

•   한국: 수도권 상위 20% 집값 15억 돌파… 文 정부 출범 이후 2배 '껑충'

•   한국(P1): '걷는' 예금금리 위 '나는' 대출금리... "예대금리 불균형 더 커진다"

•   국민(P1): 기막힌 상추 값… 하루 새 1만원 올랐다

•   세계(P1): 美 하원, 주한미군 감축 제한 조항 삭제… ‘주둔 유지’는 추가

•   세계: 삼성전자, 이번엔 임금교섭 돌입

•   경향(P1): 위드 코로나 ‘9월 한 달에 달렸다’

•   경향(P1): 문 정부 내년 복지 예산 증가율 8.5% ‘최저’…임기 말 소극적 복지’ 보수정권 패턴 되풀이

•   머니투데이(P1): 시총 100조 '무한 확장' 카카오…컨트롤타워가 안보인다

•   머니투데이(P1): 세금으로 갚는 적자성 채무 600조 넘었다…1년 이자만 15조

•   머니투데이: 美애플이 끌고 日샤프가 도왔다..LG이노텍 영업익 1조 넘본다

•   머니투데이: 카카오뱅크 끝나니 페이 대기…기업 '쪼개기 상장', 왜 한국만 많나?

•   헤럴드경제(P1): 미신고 폐업에 단속 예고...가상자산 대란 오나

•   헤럴드경제(P1): ‘국민은 납득 못한다’…현실 동떨어진 ‘정부 집값’

•   헤럴드경제(P1): 1000만 동학개미...‘증권사 변신은 무죄’ [헤럴드 뷰]

•   헤럴드경제: 신작 폴더블폰 앞세운 삼성…세계 최대 중국시장 ‘진군 나팔’

•   헤럴드경제: ‘3분기 신호탄’ 회사채 수요예측 흥행몰이

•   파이낸셜뉴스(P1): 10개사 ‘43조+α’ 투입.. K-수소 미래전략 짠다

•   파이낸셜뉴스: 삼성 D램 한계 돌파…80억개 추가생산

•   아시아경제: 올 10대그룹 시총 80조 늘었다

•   디지털타임스(P1): 수소경제 판 뒤집히는데, 기업만 아등바등

•   디지털타임스: [태양광 수출길 볕드나] 석탄·원전보다 원가경쟁력 앞서… 탄소중립 타고 `부활의 노래`

•   디지털타임스: [태양광 수출길 볕드나] 암흑기에 성장한 한화·OCI `뚝심` 결실맺나

•   이데일리(P1): 금리 인상기…대체투자 다음 투자처는 `사모대출`

•   이데일리: 반도체 가격 인상, 스마트폰 비싸지고 자동차는 그대로…왜?

•   이데일리: 車업계,무파업 임단협 마무리했지만…"반도체 우려 여전"

•   이데일리: “윤석열 부동산 포인트는 ‘낄끼빠빠’…이재명 반대로 가면 성공”

•   이데일리: "내년에도 집값 오를 것…한 두 차례 금리 올려선 못 잡아"

•   연합: 오늘 1천400명 안팎…거리두기 연장·접종 확대로 확산세 잡힐까

•   연합: 한수원 등 6개사, 부생수소 활용 부하대응 연료전지 시범사업

•   연합: 소득 상위 0.1% 기업이 전체 법인세의 60.9% 납부

•   뉴시스: 신평사들이 두산그룹에 비판적인 이유는

※   한국신용평가: 두산그룹: 자구안 이행으로 재무부담 완화세, 이제 두산중공업에 달렸다.

※   한국기업평가: [두산그룹 분석보고서] 재무구조 개선의 성과는? 많은 노력에도 아직은 아쉽다.

•   e대한경제: 재계 총수들의 추석 구상은?

•   EBN: "두산중공업, 소형모듈원전 수주잔고 연평균 1조여원 증가할 것"

•   에너지경제: 에너지 차관 도입 후 산업부 조직 확대에 대규모 승진 인사

•   전자신문(P1): [단독]SK이노, 中 샤오펑에 전기차 배터리 첫 공급

•   전자신문: [이슈분석] 'REC 가중치 개편' 에너지원별 경쟁 여건 조성…균형 보급으로 '탄소중립' 실현

•   전자신문: [이슈분석] 박희장 풍력산업협회 부회장 "REC 가중치 상향 환영, 사업 불확실성 해소"

•   전자신문: [이슈분석]기술경제성 기반 REC 가중치 분석…정책수용자 의견 다방면 수렴

•   로봇신문: 쿠카, 중국 시장 매출 97% 증가...'중국이 성장 엔진'

•   로봇신문: 中 징둥, 5G 기반 물류창고 로봇 시장 본격 진출

[Opinions]

•   Project Syndicate(William D. Nordhaus): Green National Accounting

•   Project Syndicate(Eric Posner): America's Return to Realism

•   Project Syndicate(Mark Leonard): The Afghan Tragedy and the Age of Unpeace

•   FT(Editorial Board): Abortion wars threaten US constitutional foundations

•   FT(Editorial Board): Japan needs a different kind of leader

•   FT(Editorial Board): The Great Divide over living with the virus

•   FT(Robin Harding): Suga’s abrupt exit threatens return of volatility to Japan politics

•   FT(Katie Martin): Europe’s markets regulators are worried. About everything

•   FT(John Dizard): Europe’s power companies still rely on coal despite green plans

•   FT(Merryn Somerset Webb): Beijing’s tech sector shock casts a long shadow

•   FT(Leo Lewis): Six challenges Suga leaves for Japan’s next prime minister

•   FT(Andrew Edgecliffe-Johnson): It is not just CEOs who should benefit from equity ownership

•   FT(Raffaello Pantucci): Jihadis will remain a threat under the Taliban government

•   FT(Oren Cass): Workers are much more interested in bargaining than in activism

•   FT(David Lubin): The downside of the economics of self-reliance

•   FT(Mamta Badkar): Has US corporate profitability peaked?

•   FT(Stefan Wagstyl): What next for the rich in a post-pandemic world?

•   WSJ(Editorial Board): The Biden Jobs Paradox

•   WSJ(Editorial Board): The Covid Booster Debate

•   WSJ(Editorial Board): China Plays the Climate Card

•   WSJ(Editorial Board): The Rich Rush to Muni Bonds

•   WSJ(Bjorn Lomborg): Hurricane Ida Isn’t the Whole Story on Climate

•   NYT(Paul Krugman): Corporate America Is Lobbying for Climate Disaster

•   NYT(Jamelle Bouie): How Has Joe Biden Become So Unpopular?

•   NYT(Christopher Caldwell): What the Afghanistan Withdrawal Means for Europe's Future

•   WP(Catherine Rampell): The August jobs report shows delta is claiming livelihoods. Here’s how the government must respond.

•   WP(Greg Sargent): Joe Manchin’s threat to destroy Biden’s reconciliation agenda is worse than it seems

•   WP(Colbert I. King): Democratic infighting can have only one winner: The Trumpist GOP

•   WP(Rob Verchick): The New Orleans power outage shows how urgently a climate-resilient power grid is needed

•   WP(Eric Dunn): Eviction courts displaced renters even during the moratorium. They’re designed to.

•   Bloomberg(Mohamed A. El-Erian): Big August Jobs Miss Muddles Picture for the Economy and the Fed

•   Bloomberg(Daniel Moss): Suga Calls Time on a Truly Miserable Year Running Japan

•   Bloomberg(Robert Burgess): Joe Manchin Is Wrong When He Says the Economy Is Overheating

•   Bloomberg(Liam Denning): Tesla's Cybertruck Delay Is Predictable But Troubling

•   Bloomberg(Julian Lee): OPEC: Oil Producers Enjoy the Calm Before the 2022 Storm

•   Bloomberg(Jared Dillian): Americans Who Say They Pay Taxes Are Probably Lying

•   Bloomberg(Karl W. Smith): Disappointing U.S. Jobs Report Is Not a Reason for More Stimulus

•   Bloomberg(Jonathan Bernstein): Trump Is Making Presidential Politics Weird Again

•   Bloomberg(Martin Ivens): Can the U.K. Go Green? Environment Still Divides Conservative Party's Soul

•   Bloomberg(Andreas Kluth): Germany’s Election Gibberish Would Make George Orwell Turn in His Grave

•   Bloomberg(Tim Culpan): A Didi Nationalization Is Just the Latest in China's Tech Crackdown

•   Bloomberg(Allison Schrager): Biden’s Welfare-State Reality Americans Aren’t Debating

•   CNBC(George Eckerd, Daniel M. Sullivan): Weighing the options to continue or end expanded unemployment benefits

•   MarketWatch(Brett Arends): This chart says we’re partying like it’s 1999

•   MarketWatch(Michael Brush): Beat the market with this quant system that’s very bullish on stocks at record highs

•   Nikkei Asia(William Pesek): Japan must look beyond the usual suspects for its next leader

•   매경(사설): 탄소중립 과속에 짐싸는 기업들, 산업 생태계 붕괴 걱정된다

•   한경(문재도): 탄소중립 달성, '어떻게'가 중요하다

•   조선(사설): 대북사업 그룹에 ‘새만금 태양광’으로 황당 특혜, 의혹 밝혀야