Business Intelligence Monitor 210909

(Introduction)

[Markets]

•   Global: Worries over economic recovery shake world stocks, dollar pares gains

•   Metals: Aluminium hits 13-year high on supply concerns

•   Uranium: Uranium price hits highest level since 2015 as Sprott buys up physical supply

•   Grains: US wheat falls as dollar rises; corn flat; soybeans firm

•   Cryptocurrency: Bitcoin Steadies After Flash Crash

•   한국: 코스피, 플랫폼 기업 규제에 3,162 마감…네이버·카카오 급락

•   한국: 수소 어벤저스 출범하자…사상 최고가 찍은 효성그룹 계열사

•   한국: "돈 넘친다, 56조 몰렸다”…현대중공업 공모주 청약

•   한국: 두산그룹주 거의 다 내려, 두산중공업 두산퓨얼셀 3%대 떨어져

•   한국: 가상자산 하루 거래량 20조원 돌파… 코스피 제쳤다

[Indicators]

•   US Jul. Job openings: Job Openings Remain Robust, Though In-Person Postings Slipped in August

•   US Weekly Mortgage rates·applications: Mortgage demand falls to lowest in two months as rates stagnate

•   Japan Q2 GDP(rev.): Japan’s Economy Grew at Faster Clip Before Record Virus Wave

•   Japan Jul. Current account: Japan reports $17.3 bil. current account surplus in July

•   Japan Aug. Economy Watchers sentiment: Japan's economy watcher sentiment posts sharpest drop in 18 months

•   Indonesia Aug. Consumer confidence: Indonesia Consumers Are Most Pessimistic in 16 Years on Outbreak

•   한국 2020년 건설업 조사: 작년 국내 건설업체 공사액, 10년 만에 감소

•   한국 8월 가계대출: 당국 규제 약발?…한풀 꺾인 8월 가계대출

•   한국 8월 금융시장 동향: 코로나로 중기대출 폭증…7조5000억원 늘어 최대

[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: Hurricane Ida’s Fallout Continues to Cripple U.S. Oil Production

•   WSJ: As a Delta Wave Peaks in Some States, Others Brace for What’s Next

•   WSJ: Global Economic Warfare Intensifies as Military Conflict Recedes

•   WSJ: U.S. Economic Growth Slowed Over the Summer Due to Delta Variant

※   Fed: Beige Book - September 8, 2021

•   WSJ: Democrats’ Split Deepens Over Powell Fed Reappointment

※   Some lawmakers urge President Biden to keep central-bank leader while progressives push for replacement

•   WSJ: Janet Yellen Says Treasury Could Exhaust Cash-Conservation Measures in October

※   Treasury secretary urges Congress to move quickly to suspend or increase debt ceiling

•   WSJ: Derby’s Take: NY Fed Plays Down Easy Policy Impact on Housing Prices

•   WSJ: Tiananmen Massacre Vigil Organizers Arrested by Hong Kong Authorities

•   WSJ: Powerful Earthquake Hits Central Mexico

•   WSJ: Biden Administration Seeks New Law to Ease Afghan Refugees’ Path to Green Cards

•   WSJ: Afghanistan Evacuation Efforts Snarled by New Taliban Rules

•   WSJ: Coinbase Says SEC Is Investigating Its Crypto Lending Program

•   WSJ: U.S. Puts $562 Billion Price Tag on Ramping Up Solar Power

※   DOE: DOE Releases Solar Futures Study Providing the Blueprint for a Zero-Carbon Grid

•   NYT: Fed’s Williams hints that bond-buying taper could start even if job gains slow.

※   it might be possible for the central bank to begin removing support for the economy before the end of the year

•   NYT: Tropical Storm Mindy Forms in the Gulf of Mexico

•   NYT: The U.S. Is Not Ready for Climate Reality

•   NYT: Covax, a program to distribute Covid vaccines, cuts its 2021 forecast for available doses by a quarter.

※   asked wealthy countries to hold off on administering booster shots for healthy patients until at least the end of the year

•   NYT: Afghans Flee to Pakistan. An Uncertain Future Awaits.

•   NYT: Travel restrictions are back in Europe for U.S. visitors, at least in some places.

•   NYT: High Natural Gas Prices Strain Europeans, Weighing on Recovery

•   NYT: Could Robots From Boston Dynamics Beat Me in a Fight?

•   WP: People who got Johnson & Johnson’s coronavirus shot feel left behind in push for boosters

•   WP: What is the Nipah virus? What to know as India tackles a fresh outbreak.

•   WP: The Technology 202: Facebook's latest attempt to build a crypto empire meets familiar skepticism in Washington

•   FT: Pfizer’s chief scientist defends vaccine booster push and jab potency

•   FT: Germany’s unhelpful stance on trade will take time to shift

•   FT: Johnson brushes off Tory rebels to pass health and social care bill

•   FT: Social care plan threatens thousands of UK jobs, trade body warns

•   FT: UK ministers braced for ‘catastrophic’ end to welfare uplift

•   FT: Javid insists UK remains a ‘low-tax country’ despite health levy

•   FT: Top Fed official pushes for quick ‘taper’ despite weak US jobs growth

•   FT: How the death of Gaddafi is still being felt by Libya’s neighbours

•   FT: Afghanistan’s Taliban government: who are the main figures?

•   FT: El Salvador’s bet on bitcoin adds to investors’ political jitters

•   FT: Is Xi Jinping moving China into a new era of Maoism?

•   FT: World’s biggest ‘direct air capture’ plant starts pulling in CO2

•   FT: BHP links up with Bill Gates-backed AI start-up to prospect for metals

•   FT: ‘Diesel vs doughnuts’: new biofuel refineries squeeze US food industry

•   Bloomberg: What’s Happening in the World Economy: BEASTs May Prove Vulnerable If Fed Shifts

•   Bloomberg: Fed Official Who Warned on Real Estate Traded REITs Actively

•   Bloomberg: Germany Election 2021: No Candidate Is Telling Voters What Their Plans Will Cost

•   Bloomberg: Merkel Reveals What She’ll Do After Her Chancellorship: Nothing

•   Bloomberg: U.K. Retailers Prepare for Delay to Brexit Import Checks

•   Bloomberg: BOE Boss Says Minimum Bar for Tighter Policy Has Been Met

•   Bloomberg: Ex-ECB Chief Says Europe Is in ‘Different Universe’ Than U.S.

•   Bloomberg: European Power Prices Jump to Records as Gas Crunch Bites

•   Bloomberg: Latin America Faces ‘Time Bomb’ Jobs Crisis for Young Workers

•   Bloomberg: Japan Ruling Party Contender Kishida Vows to Defeat Deflation

•   Bloomberg: Australia Agriculture Labor Crisis Deepens as Lockdowns Drag On

•   Bloomberg: ‘New Economy’ Firms to Be India’s Growth Engine, HSBC Says

•   Bloomberg: Wall Street Braces for Stumble in U.S. Stocks on Relentless Tear

•   Bloomberg: Dalio Says China, Singapore Opportunities Can’t Be Neglected

•   Bloomberg: World’s Top Oil Guzzlers Surpass Pre-Pandemic Consumption

•   Bloomberg: Mexico Lowers Pemex Oil Output Forecast After Platform Woes

•   Bloomberg: Blow to Chip Supplies as Malaysia's Unisem Shuts Plants for Week

•   Bloomberg: Supply Chain Latest: Shipping Chaos Hastens Drive to Automate Supply Chains

•   Bloomberg: Uber, Lyft Face Senator Warren’s Ire Over Gig Worker Initiative

•   Bloomberg: Nvidia’s EU Filing for Arm Deal Kicks Off Tough Scrutiny

•   Bloomberg: ESG Financing Comes With Few Penalties for Missing Goals

•   Bloomberg: Inside the World’s Largest Direct Carbon Capture Plant

•   Bloomberg: German Utility Calls for Limits on EU Carbon Market Speculators

•   Reuters: EU lists rare nerve disorder as possible side-effect of AstraZeneca COVID-19 vaccine

•   Reuters: Exclusive-Britain no longer in top 10 for trade with Germany as Brexit bites

•   Reuters: China says U.S. and allies have duty to aid Afghanistan

•   Reuters: Biden says he is sure China will try to work out arrangement with Taliban

•   Reuters: Philippines' Duterte accepts 2022 vice presidential nomination

•   Reuters: India's economic growth will remain strong in coming quarters, S&P says

•   Reuters: Iran warns West of IAEA move as U.S says time running out to save nuclear deal

•   Reuters: Qualcomm CEO open to working with foundry partners in Europe

•   Reuters: Hydrogen may help wean telecoms off emissions-intensive power for remote infrastructure

•   Reuters: Factbox: Germany's election and the auto industry

•   Reuters: Analysis: The West owes Qatar a favor over Afghanistan. That was the point

•   Reuters: Analysis: Bolsonaro rallies base but turns off allies and markets

•   AP: China chases 'rejuvenation' with control of tycoons, society

•   CNN: Chinese investors pour $1 billion into BlackRock's new fund

•   CNBC: ECB to kick off its tapering debate as inflation surges to a 10-year high

•   CNBC: China’s central bank keeps the brakes on economic stimulus

•   CNBC: China’s Xi Jinping to attend virtual BRICS summit chaired by India

•   CNBC: Terrorism will increase under Afghanistan’s newly appointed Taliban government, experts warn

•   CNBC: Delta variant, the Fed and tapering — Four experts discuss what to expect

•   SCMP: China eyes more coal imports from Mongolia as supply shortage bites

•   SCMP: Two decades after 9/11: was Southeast Asia’s support of the US war on terror worth it?

•   SCMP: Coronavirus shipping delays force China’s small manufacturers to cancel orders as inventories pile up

•   SCMP: Chinese state media signal Beijing’s attempt to ease panic about its tech crackdown in unusual front-page editorial

•   SCMP: Chinese study suggests using different Covid-19 vaccines for booster shots may be more effective than third dose of Sinovac

•   SCMP: Alibaba’s hometown named China’s city with most economic potential, but who else tops the list?

•   SCMP: Japan’s Toshiba closing Chinese facility once considered ‘pearl of the Dalian Development Area’

•   Global Times: China urged to fully establish a carbon emissions control system during the 14th Five-Year Plan: report

•   Caixin: Energy Insider: China Starts Trial of Clean Power Trading

•   Nikkei Asia: Future of nuclear power looms over Japan's LDP leadership race

•   Nikkei Asia: Abe protege Takaichi to contend election with hawkish China agenda

•   Nikkei Asia: Suga to attend Quad summit in Washington

•   Nikkei Asia: Chinese EV push into Europe sparks price competition

•   Nikkei Asia: Nio plans up to $2bn US share sale to help wage China EV wars

•   Nikkei Asia: Analysis: Xi's China floats dangerous trial balloon of 'revolution'

•   Economic Times: India Inc resorted to salary cuts in Q1, will be drag on economic recovery: Report

•   For Construction Pros: Is Reconciliation Key to Passing the $1.2 Trillion Infrastructure Bill?

•   DIGITIMES: Global car supply chain sees uncertainties ahead

•   Robotics & Automation News: High-energy shape memory polymer could enable robots ‘flex their muscles’

•   Robotics Tomorrow: Parcel: A Lower-Cost Way To Automate Last-Mile Delivery Hubs

•   매경(P1): "수소경제 선점" 기업총수 뭉쳤다

•   매경: 정의선 수소차 '넥쏘' 타고 등장했다…총수 10여명 총출동했다

•   매경: 수소 생산부터 유통·활용까지 유기적 협력

•   매경(P1): [단독] "5년뒤 2배 늘어 6조원 돌파"…한전 신재생 전력 구입비 '눈덩이'

•   매경(P1): 중대재해법 처벌될라…건설 해외인력 축소

•   매경: "적정한 예산 기준 뭔가" 모호한 법령…'3년이상 징역' 가혹한 처벌

•   매경: "백신 맞았는데 항체가 없어요"…대책없는 정부

•   매경: [단독] 개인 투자용 국채 '복리의 마법' 건다…1억원 20년뒤 세전 이자만 6697만원

•   매경: 소수당에 발목 잡힌 '벤처 복수의결권' 도입

•   매경: 메타버스에 활짝 열린 지식축제…NFT·가상자산도 준다

•   매경: 'CES 총연출'과 LG가 말하는 미래 가전

•   매경: 돈 많이 번다지만…"연봉 10억 직장인 소득세율, 나머지의 7배"

•   매경: "대출금리는 무섭게 올리고 예적금은 쥐꼬리"…서민 잡는 은행

•   매경: 전경련·김앤장, ESG사례집 발간

※   전경련: 전경련-김앤장 ESG 경영 사례집 공동발간

•   매경: 삼성전자 "메타버스로 취업 상담해드려요"

•   매경: "소비자가 원하는 방향으로 S펜 더 혁신할것"

•   매경: 주인없는 공공재개발의 민낯, 주민협의체 만들자마자 내분

•   매경: 서울 평균 출근시간 '53분'…경기도 출발땐 72분 걸려

•   매경: [Biz Prism] 어제의 시행착오, 오늘의 먹거리로…아마존은 실패를 비웃지 않는다

•   매경: [Science in Biz] 전고체 전지는 아직 '꿈의 배터리'…기업, 차세대 리튬이온전지에 집중

•   매경: [현장 돋보기] 탄소배출 감축의 핵심은 공급망의 디지털화

•   한경(P1): 한국은행까지 '퍼주기' 동원하나

•   한경: "중앙은행이 돈 찍어 자영업자 주라니…한은 설립 목적 흔드는 것"

•   한경(P1): "보통명사가 된 ESG…이젠 과감한 인센티브 필요"

•   한경: "ESG는 리스크 아닌 기회…선점하는 기업만 살아남는다"

•   한경: "ESG 경영은 결승선 없는 마라톤…기준 높여 한계 뛰어넘어라"

•   한경: "국민연금, 기업 투자할 때 기후대응·산업안전 더 살필 것"

•   한경: 치솟는 발전 연료비…4분기 전기료 오르나

•   한경: 미래차 아우토반 열어준 독일…'규제천국' 한국과는 달랐다

•   한경: 철광석값 안정되니 석탄이 뛰네…머리싸맨 조선업계

•   한경: 돌아온 행동주의…국내는 '온건파'가 뜬다

•   한경: 충남 "석탄화력발전소 전면 폐쇄…2050 탄소중립"

•   한경: 100대 기업 '0'…초라한 부산 경제

•   한경TV: 美 상무부 부장관, 삼성·SK하이닉스 미국 투자 거론

•   서경(P1): 文 공약 직무급, 340개 공공기관 중 5.8%만 도입

•   서경: 공공기관 정원 10만명 늘리고도···임금체계 개편은 하세월

•   서경: 부채 2년새 16.5조 늘었는데···임원 연봉 늘린 공공기관

•   서경: "밀리면 끝장"...삼성·TSMC·인텔, 시스템반도체에 400조 투자

•   서경: 탄소포집 시장 잡아라···'K-CCUS 추진단' 사무국 개소

•   서경: 반도체 장비 시장도 흥했다···2분기 글로벌매출 사상 최고

•   서경: [사이언스]“2050년 탄소중립 위해 수소 1,200만톤 필요”

•   서경: 생기원, 가공 어려운 티타늄 3D프린팅 길 열었다

•   서경: 증권사 ISA 가입자, 은행 넘었다

•   서경: 단계적 일상 회복안 11월 본격시행 검토

•   조선(P1): 정규직 전환 후폭풍, 공기업 채용 46% 감소

•   조선: 神의 직장, 이젠 神도 들어가기 어렵다

•   조선: 젊은층·고령층 일자리, 文정부서 사상 첫 역전

•   조선(P1): [NOW] 지방 신청 0건… 공공재건축 외면

•   조선: 전문가들 “한국 환경시계는 위험 단계인 9시 38분”

•   조선: 올해 건보 1.4조 흑자인데 또 보험료 인상

•   조선비즈: 주력 사업 떼고 미래 가치 담는다... 대기업 사명 변경 열풍

•   조선비즈: “곳간 빈다” 하루만에 “재정 탄탄”… ‘번복 논란’에 홍남기 “저는 초지일관”

•   조선비즈: 제네시스 애용하는 재계 총수들… 신동빈·김동관은 마이바흐·포르셰

•   조선비즈: [르포] 이마트24 ‘스마트 편의점’… 저울에 놓인 상품 들고 나가니 결제 끝

•   조선비즈: 루마니아 정부가 제공한 ‘화이자·모더나 백신’ 97만회분 한국 도착

•   중앙: 김동연, 제3지대 후보로 대선 출마 “기득권공화국을 기회 공화국으로”

•   JTBC: [단독] '전국민 70% 접종완료' 앞당긴다…"빠르면 10월 중순"

•   동아(P1): 시장 장악한 플랫폼기업… 혁신 잊고 ‘수수료 영업’

•   동아(P1): 고승범 “델타 확산-美조기긴축 우려에 불확실성 상존”

•   동아(P1): [단독]공직자 ‘재취업제한 예외’ 남발… ‘힘센 기관’은 무더기 승인

•   동아: 코로나에 발묶인 서울… 이동량 18% 감소

•   동아: “미래 모빌리티 선점” 현대차-폭스바겐 로보택시 상용화 경쟁

•   동아: 존 케리 美특사, 삼성-현대차와 기후변화 논의

•   동아: 세계 건설시장에선 이미 ‘중국 굴기’…10년째 압도적 1위

•   한국(P1): [알립니다]정치개혁부터 기후위기까지...대한민국 미래위한 해법을 찾습니다

•   한국: 조이면 무주택자 반발, 놔두면 가계빚 뇌관… 전세대출 딜레마

•   한국: 추석 이동·치료제 아직 모르는데…괜히 말 꺼냈나 '위드 코로나'

•   한국: 경기는 1인당 10만 원, 경북은 가구당 80만 원...지자체 재난지원금 '경쟁'

•   국민: 아, 난 하위 계층이구나… ‘재난지원금 계급표’ 씁쓸

•   서울: 사회적기업 3000곳 돌파… 코로나에도 취약계층 10% 더 뽑았다

•   서울: 애플·샤오미의 반격 스마트폰 ‘가을 대전’

•   세계(P1): [단독] 노사 모두 반대 ‘플랫폼法’… 당정, 대선 앞두고 속도전

•   경향(P1): 모든 재난은 연결돼 있다

•   머니투데이(P1): "우리 정부 말년 없을 것" 장담했는데…차관에 뿔난 文대통령

•   머니투데이: 올해 소·부·장 대일의존도 '역대최저'…20년만에 통계 개편

•   헤럴드경제(P1): “유례없는 ‘대변혁의 시간’...기업 ‘과감한 도전’ 할 때” [헤럴드 기업포럼 2021-대변혁의 시간]

•   헤럴드경제(P1): 집단대출·정책모기지마저...‘한도 조이기’ 나선 금융당국

•   헤럴드경제: IPO 시장에 10조 뭉칫돈이 움직인다

•   파이낸셜뉴스(P1): 1인가구·맞벌이·무자녀 신혼부부, 11월부터 민간분양 '특공' 기회

•   파이낸셜뉴스: '여전히 좁은 문' 2030 내집마련 희망고문 될라

•   파이낸셜뉴스(P1): 빌라 반지하도 전세 1억… 서울살이 고달프다

•   파이낸셜뉴스: "먹는 코로나 치료제 선구매 협의중"

•   파이낸셜뉴스: "이제는 죽을 것 같다"… 길거리 뛰쳐나온 뿔난 자영업자들 [자영업자 대규모 집단행동]

•   파이낸셜뉴스: 막오른 전고체 배터리車 경쟁…현대차 2025년 시범양산 목표

•   파이낸셜뉴스: 서울 사람들 ‘원정투자’ 지방 집값 들쑤셨다

•   이데일리(P1): 제2의 테슬라 발굴…임팩트 투자 나서라

•   이데일리(P1): `곳간 비어간다`에 거센 공방…새해예산 첫 관문부터 난관

•   이데일리: 대기업 지주회사 CVC 설립 잰걸음…LG·GS 눈독

•   이데일리: 탄소중립 시대 원전 안전 돕는 '파이로프로세싱'...일부 논란도

•   연합: 오늘도 2천명대…추석 연휴 앞두고 수도권 재확산세 '비상'

•   연합: 한경연 "韓 청년구직단념자 5년새 18%↑…청년 경제활동 부진"

•   뉴시스: 삼척블루파워 '암모니아 혼소발전 연구' 협력기관 선정

•   뉴스토마토: (르포)"전기차 넘어 전기선박시대도 열린다"

•   뉴스토마토: (단독)LG 세계 최대 규모 ESS 배터리 과열로 '셧다운'(종합)

•   아주경제: [단독] 새 출발, 새 슬로건...포스코 '그린 투모로우', 한화 '돈 웨이스트 스페이스'

•   e대한경제: 국가경제 살아나는데…서민경제는 ‘벼랑끝’

•   e대한경제: 21세기 건설업계는 철도 인프라가 견인

•   에너지경제: 남부발전, 발전사 최초 중동 풍력발전 시장 진출…요르단 52MW 규모 단지 종합 준공

•   에너지경제: LNG 직수입 확대…국제價 하락·정책변화 등 4가지 요인 주목

•   에너지경제: 한국지멘스, 15~16일 ‘이노베이션 투어 2021’ 버추얼 컨퍼런스 개최

•   전자신문(P1): 서울시-KT, 도심 이동량 분석한 빅데이터 구축

•   전자신문: 삼성·LG, 디스플레이 폼팩터 혁신 계속된다

•   전자신문: 작고, 유연하고, 가볍게...IBS 나노입자 연구단, 빨대모양 소형 연료전지 개발

•   디지털데일리: 기업 비대면 근무 확산, 업무 프로세스 어떻게 달라지고 있나

[Opinions]

•   Project Syndicate(Kemal Derviş): Biden's Two Types of Multilateralism

•   Project Syndicate(Elizabeth Drew): Joe Biden's Afghan Nightmare

•   FT(Editorial Board): It is time for the ECB to talk about tapering

•   FT(Ben Hall): The spirit of Angela Merkel looms over Germany’s electoral race

•   FT(Robert Armstrong): Is China uninvestable?

•   WSJ(Editorial Board): Britain’s Tax Warning to America

•   WSJ(Editorial Board): Doctors Join the Climate Lobby

•   WSJ(Kenneth Rogoff): Why the Dow 36000 Forecast Was Right

•   WSJ(Karl Rove): From George Bush’s 9/11 to Joe Biden’s

•   WSJ(Jason L. Riley): So This Is a Normal Presidency?

•   WSJ(Tom Vilsack): Biden’s Tax Changes Won’t Hurt Family Farmers

•   NYT(Bret Stephens): Another Failed Presidency at Hand

•   NYT(Yanzhong Huang): The Delta Variant and China’s Need to Change Its Covid-19 Policy

•   NYT(Edward Cliff, Brian Fernandes): Covid Zero Is No Longer Working for Australia

•   WP(Henry Olsen): Canada and Germany are voting soon. Will Democrats accuse them of voter suppression, too?

•   Bloomberg(Aaron Brown): Did Bitcoin’s El Salvador Debut Dud Doom Crypto?

•   Bloomberg(Karl W. Smith): Weaker Consumer Demand May Be Just What the U.S. Economy Needs

•   Bloomberg(Peter R. Orszag): The U.S. Makes Carbon Pricing More Complicated Than It Needs to Be

•   Bloomberg(Matt Levine): Lending Bitcoins Is Tricky

•   Bloomberg(Richard Cookson): The Dollar's Rebound May Just Be Getting Started

•   CNN(Mark Zandi): The Delta variant is hurting US jobs. We now likely won't see a full recovery until 2023

•   CNBC(Michael Farr, Dan Mahaffee): A key choice awaits China — money or principles

•   MarketWatch(Mark Hulbert): Why stocks are likely to rise if Biden’s approval rating keeps sliding

•   MarketWatch(Mike Feibus): Electric vehicles are gaining traction, but chances are that you’ll still be driving a gas-powered car in 2035

•   디지털타임스(사설): 대기업 총수 똘똘 뭉쳐 `수소동맹`, 국민적 기대 크다