Business Intelligence Monitor 210913

(Introduction)

[Markets]

•   Global: Wall Street shares down as inflation worry offsets U.S.-China optimism

•   Metals: Nickel prices hit 7-year highs as demand creates shortages

•   Iron ore: Iron ore price hits one year low on China demand collapse

•   Grains: Soybeans firm, fail to erase earlier losses

•   한국: 코스피, 4일만에 상승…네이버·카카오 반등

•   한국: "애플 주문 쏟아질라, 얼른 사자"…LG전자 이노텍 주가 들썩들썩

•   한국: 두산그룹주 엇갈려, 두산퓨얼셀 3%대 두산중공업 2%대 내려

[Indicators]

•   US Jul. Wholesale inventories: U.S. wholesale inventories rise; inventories-to-sales ratio lowest in seven years

•   US Aug. PPI: U.S. Producer Prices Increased in August by More Than Forecast

•   US Weekly Rig count: US Gulf Coast offshore rigs start to return after Ida

•   UK Jul. GDP: UK economic recovery slows to a crawl as ‘pingdemic’ bites

•   India Jul. Industrial production: Factory output recovers to almost-pre Covid level in July

•   India Q3 Employment: Unemployment rate in urban India at 10.3% in Q3 of 2020-21: NSO

•   Russia Benchmark rate: Russia raises rates to curb inflation ahead of parliamentary election

•   한국 7월 전력통계속보: 폭염에 전력난 이어지자 석탄발전 급증… 원전 발전은 감소

•   한국 8월 국제금융·외환시장 동향: 외인, 지난달 주식 5조 팔았다…증권투자자금 석 달만 순유출 전환

•   한국 주간 아파트 수급동향(부동산원): 대출 조여도···"집값 더 오른다"

[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: Inflation, Retail Sales and Industrial Output

•   FT: An all-civilian first for space travel

•   Bloomberg: China Counts Cost of Renewed Virus Shutdowns: Eco Week Ahead

[News]

•   WSJ: Some Vaccines Last a Lifetime. Here’s Why Covid-19 Shots Don’t.

•   WSJ: Fed Officials Prepare for November Reduction in Bond Buying

※   Phasing out the Fed’s pandemic-era stimulus by the middle of 2022 could clear the path for an interest-rate increase

•   WSJ: Short-Lasting Inflation Depends on Long-Lasting Goods

•   WSJ: Hard-Hit Industries Renew Calls for Covid-19 Aid Amid Economic Slowdown

•   WSJ: Biden Administration Releasing Billions in Covid-19 Relief for Hospitals, Health Groups

•   WSJ: Democrats Float Partnership, Buyback Taxes to Fund $3.5 Trillion Spending Plan

•   WSJ: Democrats Grapple With Limits of Antipoverty and Climate Bill

•   WSJ: House Democrats Eye 26.5% Corporate Tax Rate

※   Lawmakers expected to propose smaller capital-gains tax increase than Biden wants

•   WSJ: Biden Administration Takes Aim at China’s Industrial Subsidies

※   The U.S. is planning a probe into Beijing’s aid for Chinese companies, with new tariffs possible

•   WSJ: Stocks Face Possible Autumn Pullback, Analysts Warn

•   WSJ: Covid-19 Could Become Like Flu if More People Get Vaccinated

•   WSJ: Cost Inflation Is Blowing Through the Wind Turbine Industry

•   WSJ: Afghanistan’s Taliban Allow Women to Attend Universities, but Fear Keeps Most at Home

•   WSJ: Iran Pledges to Cooperate With U.N. Atomic Agency

※   Agreement comes after agency head made a last-minute trip to Tehran this weekend

•   WSJ: Brazil Moves Away From Chinese Covid-19 Vaccine

•   WSJ: Bitcoin to Bucks: Crypto Fans Borrow to Buy Homes, Cars—and More Crypto

•   WSJ: Libor Transition Stokes Sales of Risky Corporate Debt

•   WSJ: Some Chinese Property Bonds Suffer as Evergrande Struggles

•   WSJ: Harvard Endowment Won’t Invest in Fossil-Fuel Exploration Companies

•   WSJ: Chip Shortage Drives Tech and Car Industries Closer

•   WSJ: Judge Orders Apple to Loosen App Store Restrictions in Mixed Verdict

•   WSJ: Workers Want to Do Their Jobs From Anywhere and Keep Their Big-City Salaries

•   WSJ: Shipping Options Dry Up as Businesses Try to Rebuild

•   WSJ: Restaurants Close Dining Rooms Again as Delta-Driven Infections Spread

•   WSJ: Costs From Extended Covid-19 Border Closures Accumulate

•   WSJ: U.S. and EU Advance Talks to Preserve Data Transfers

•   WSJ: The Way Amazon Uses Tech to Squeeze Performance Out of Workers Deserves Its Own Name: Bezosism

•   WSJ: How Amazon Would Be Affected by California’s Warehouse Quotas Bill

•   WSJ: Secret to Apple’s iPhone Sales Boom: 5G Deals From Wireless Carriers

•   WSJ: WhatsApp to Offer Encryption on Cloud Backups, a New Step in Privacy Arms Race

•   NYT: Biden's New Vaccine Requirements Draw Praise, Skepticism and Outrage

•   NYT: Biden’s New Vaccine Push Is a Fight for the U.S. Economy

•   NYT: Biden Speaks With Xi Amid Low Point in U.S.-China Relations

※   The call was only the second time the leaders had spoken since President Biden’s inauguration.

※   White House: Readout of President Joseph R. Biden Jr. Call with President Xi Jinping of the People’s Republic of China

•   NYT: Biden’s Sweeping Vaccine Mandates Infuriate Republican Governors

※   many G.O.P. leaders issued outright condemnations

•   NYT: Federal Research Bolsters the Case for Vaccine Mandates

•   NYT: Will vaccine mandates slow the pandemic? Yes, scientists say — but not immediately.

•   NYT: Biden’s Vaccine Push Aligns Him With a Fed-Up, Vaccinated Majority

•   NYT: How Outrage Over Vaccine Mandates Became a Mainstream G.O.P. Stance

•   NYT: In Social Policy Bill, Businesses See a Lot to Like. They Oppose It.

•   NYT: Why China’s Economy Is Threatened by a Property Giant’s Debt Problems

•   NYT: Denmark Lifts the Last of Its Pandemic Restrictions

•   WP: Sens. Manchin and Sanders square off as Democrats clash over $3.5 trillion economic package

•   WP: Democrats wanted Trump gone. Now they want him on the ballot.

•   WP: The GOP’s halting, uneven journey toward becoming the anti-vaccine mandate party

•   FT: US business mood darkens as Delta variant upends forecasts

※   The failure to bring Covid-19 under control is changing expectations of a quick economic recovery

•   FT: Plans for Covid vaccine passports in England dropped

※   Proposal provoked significant backlash from libertarian Tories and opposition parties

•   FT: UK prepares for ‘mix and match’ Covid vaccine booster programme

•   FT: Economists predict US interest rate rise in 2022

•   FT: CDU on attack over Europe as Scholz increases German poll lead

•   FT: Europe’s recovery hits ‘sweet spot’ but economists see risks gathering

•   FT: EU prepares to debate budgetary burdens of going green

•   FT: Marine Le Pen takes aim at France’s ‘Talibanised’ zones

•   FT: US adviser warns ‘lives at stake’ in European gas crunch

•   FT: Russia’s war games with Belarus spark concern in west

•   FT: Nord Stream 2 pipeline to Europe now complete, Gazprom says

•   FT: Holiday industry on path to recovery as tourists return to southern Europe

•   FT: Olaf Scholz, the man bidding to be Merkel’s heir

•   FT: EU Brexit chief rejects UK demands to rewrite N Ireland trade rules

•   FT: SNP conference urges independence vote as soon as ‘health crisis’ eases

•   FT: Care home workers warn of ‘mass exodus’ over mandatory jabs

•   FT: Johnson’s £12bn tax gamble: big-state Conservatism or expedient politics?

•   FT: Washington risks Beijing ire over proposal to rename Taiwan’s US office

•   FT: Rise in black jobless rate sets back US progress on labour market parity

•   FT: The coup in Guinea that shook the aluminium market

•   FT: Argentines vote in primary poll dominated by concerns over pandemic recovery

•   FT: South Africa battles to boost take-up of Covid vaccines

•   FT: Ecuador’s new president makes an emphatic start in first 100 days

•   FT: Gaming crackdown threatens China’s esports dominance, warn players

•   FT: Are US inflationary pressures broadening?

•   FT: ‘No rule of law’: investors divided over Chinese markets

•   FT: Uranium prices soar as investors scoop up nuclear power fuel

•   FT: BMW and Daimler pledge to keep prices high when chip crisis ends

•   FT: After seven years, an Apple car is still on the horizon

•   FT: Meeting in the new hybrid world of work

•   Bloomberg: Global Capex Booms as Companies Prepare for Post-Pandemic Era

※   Capital spending seen higher across all regions and sectors

•   Bloomberg: Disappointed Consumers Temper U.S. Economy’s Main Growth Engine

•   Bloomberg: World Economy Like a Patient on Experimental Drugs, Says Tooze

•   Bloomberg: Charting the Global Economy: Inflation Drumbeat Remains Steady

•   Bloomberg: Biden Signals Fight for Economic Agenda, Acknowledges Poll Slump

•   Bloomberg: U.S. Moves Toward Ending Steel-Tariff Fight With Offer to EU

•   Bloomberg: Summers Sees Dangerous Policy Parallels With High-Inflation Era

•   Bloomberg: Mester Calls for More Clarity on How Fed Assesses Goals Progress

•   Bloomberg: Economists Downgrade U.S. Growth Prospects for Remainder of Year

•   Bloomberg: How an Olaf Scholz Government Could Transform Germany and Europe

•   Bloomberg: German Social Democrats’ Lead Over Merkel Bloc Widens to Record

•   Bloomberg: Laschet Attacks Front-Runner Scholz After German Ministry Raids

•   Bloomberg: EU Urged to Scrap Old Fiscal Rules and Avoid Damaging Austerity

•   Bloomberg: EU’s Poorest State Faces Battle to Access Pandemic Aid

•   Bloomberg: India, Australia Deepen Defense, Trade Ties Amid China Tensions

•   Bloomberg: Israel Is Preparing for Possible Fourth Covid Vaccine Dose

•   Bloomberg: China to Boost Social Security Support for Struggling Residents

•   Bloomberg: Cracks in China’s Growth Put Risk-Market Rally on Shaky Ground

•   Bloomberg: Foreign Traders Buying Most Since Abenomics in a Suga-Free Japan

•   Bloomberg: Back-To-School Season Has Stock Sellers Tapping Market in Droves

•   Bloomberg: Stablecoins Face Crackdown as U.S. Discusses Risk Council Review

•   Bloomberg: Selling Green Bonds Has Never Been So Easy or Cheap in Europe

•   Bloomberg: Pound Defies U.K.’s Economic Gloom as BOE Steals the Limelight

•   Bloomberg: Commodity Supply Crunch to Boost Already Booming Chinese Stocks

•   Bloomberg: Aluminum Industry Frets That Its Supply Snarls Have Just Begun

•   Bloomberg: The World’s Shippers Are Earning The Most Money Since 2008

•   Bloomberg: Apple Ruling Poses Hurdles for Biden’s Vow to Tackle Tech Giants

•   Bloomberg: EV Tax-Credit Plan Draws Pushback From Non-Union Toyota, Rivian

•   Bloomberg: Los Angeles Port Logjam Tops 50 Ships; Wait Exceeds Eight Days

•   Bloomberg: Container Shipping Giant Freezes Spot Rates Amid Trade Chaos

•   Bloomberg: Chip Crunch May Last a Year Amid ‘Perfect Storm,’ IMI CEO Says

•   Bloomberg: Vivo Launches Phone With Own Imaging Chip Days Ahead of IPhone

•   Bloomberg: Rising Solar Prices Threaten Paris Climate Goals, Analyst Says

•   Bloomberg: Poland Wants to Detail EU Role in Surging Electricity Prices

•   Bloomberg: Not Easy Voting Green: Germans Wary of Getting Climate Bill

•   Bloomberg: China’s Poor Regions Worry About Climate Justice in Net-Zero Push

•   Reuters: Biden to announce new COVID-19 steps ahead of U.N. meeting, surgeon general says

•   Reuters: Biden will get COVID booster once widely available -White House

•   Reuters: U.S. could authorize Pfizer COVID-19 shot for kids age 5-11 in October -sources

•   Reuters: Vietnam approves Hayat-Vax coronavirus vaccine for emergency use

•   Reuters: EXCLUSIVE BOJ likely to warn of hit from Asia bottlenecks on exports, output - sources

•   Reuters: Over two-thirds of offshore oil output remains shut in U.S. Gulf -regulator

•   Reuters: China tells Alibaba, Tencent to open platforms up to each other - media

•   Reuters: Factbox: How the BOJ is quietly unwinding Kuroda's 'bazooka' stimulus

•   Reuters: Analysis: As West ponders aid for Afghanistan, China and Pakistan quick to provide relief

•   Reuters: Analysis: Expensive winter ahead as Europe's power prices surge

•   CNBC: Fauci outlines the case for offering Covid shots to young people

•   CNBC: Saudi prince says the U.S. should not withdraw Patriot missiles from Saudi Arabia

•   CNBC: Goldman Sachs says hedge funds are increasingly trying to compete with VCs in private deals

•   CNBC: Covid mortgage bailouts set to expire, but foreclosure crisis unlikely

•   CNBC: Four reasons stocks may be approaching ‘peak growth’: PNC Financial

•   MarketWatch: When the Fed finally steps back, can the U.S. stock and bond markets stand on their own legs?

•   MarketWatch: Here’s what Apple is expected to announce at its iPhone 13 launch event Tuesday

•   SCMP: Wealth Management Connect: China’s US$46.5 billion cross-border channel gives Hong Kong a leg up in the Greater Bay Areasss

•   SCMP: Common prosperity in China: rich or poor, people have questions about Beijing’s attempt to spread the wealth

•   SCMP: Three Chinese chip distributors fined for abnormal price increases as prolonged chip shortage raises costs for carmakers

•   SCMP: China warns Vietnam to watch out for outside interference in South China Sea

•   SCMP: Explainer | China’s economic buzzwords explained, from ‘common prosperity’ to ‘dual circulation’

•   Global Times: Wang Yi's visit to neighbors expected to improve cooperation, not to counter US influence

•   Nikkei Asia: Poll shows 27% favor Kono as Japan's next ruling party leader

•   Nikkei Asia: Taro Kono joins LDP leadership race with softened agenda

•   Nikkei Asia: Japan's COVID policymaking is backward, opposition leader says

•   Nikkei Asia: Japan automakers slash production plans by over 1 million units

•   Nikkei Asia: Toyota cuts production target by 3% on chip and part shortages

•   Nikkei Asia: Japan inks deal to export defense assets to Vietnam amid China worry

•   Nikkei Asia: Japan's COVID-induced business failures up 49% in August

•   Nikkei Asia: Mini carbon-capture plants to slash costs, Mitsubishi Heavy says

•   Nikkei Asia: China and India send coal prices soaring amid green-energy push

•   Nikkei Asia: Japan's COVID policymaking is backward, opposition leader says

•   Nikkei Asia: US and China will both be 'Middle Kingdoms' in future: Bill Emmott

•   Mainichi: Global EV demand seen growing 11-fold by 2035 in zero-emission shift

•   Japan Times: Nearly 10% of Japan firms to add regular staff after minimum pay hike

•   Economic Times: India expected to grow 10% during current fiscal: NCAER Director General Poonam Gupta

•   Economic Times: Consumer confidence showing signs of pick up in Q2: Assocham

•   OilPrice.com: 3 Bearish Catalysts For Oil This Fall

•   DIGITIMES: TSMC posts increased August revenue

•   Robotics & Automation News: Automation in manufacturing: What you need to know

•   매경(P1): [단독] 카카오, 골목상권 일부 업종 철수 검토

※   공정위: 「검색알고리즘의 공정성·투명성과 경쟁이슈」에 대한 정책 심포지엄 개최

•   매경(P1): 네이버 카카오 배민 쿠팡 어쩌나…이젠 이재명까지 플랫폼 때리기 나섰다

•   매경: "삼성전자 반도체 핵심비법 정부가 관리하겠다는 꼴"…네이버 카카오 쿠팡 배민 때리기 괜찮나

•   매경(P1): [단독] 정부, 바닥난방 규제 완화한다…30평 오피스텔 공급 물꼬트나

•   매경: 이자·배당·수수료 금융사에 맡긴다

•   매경: "소비자보호 위한 핀테크 규제 강화"

•   매경: 중기·소상공인 대출 3번째 만기연장 해준다

•   매경: 이미 절반 넘게 내는 대기업…장애인 고용부담금 더 낼 듯

•   매경: 삼성전자 반도체는 외계인이 만든다고?

•   매경: 현대차·한화시스템 'UAM 인재 쟁탈전'

•   매경: 한화큐셀, 스페인에 태양광발전소 건설

•   매경: [단독] 오세훈표 재건축·재개발 '통합심의'로 빨라진다

•   매경(P1): [단독] 韓美 '정보동맹' 잰걸음…랜섬웨어 대응반 첫 가동

•   매경(P1): 세지포 개막식 유튜브 생중계…마이클 샌델에 '공정'을 묻다

•   매경: 에어버스·탈레스 CEO, 유럽 양자컴부터 달 탐사 현황까지

•   매경: 부산서 만나는 '탄소중립 시대' 생존전략

•   매경(P1): 중대재해법 무서워…건설 CEO직 기피

•   매경: 현장 안전은 챙겨야겠고, 정부 기준은 없고…기업들 '우왕좌왕'

•   매경(P1): "10만원에 페이스북 아마존 애플 넷플릭스 구글 다 살 수 있다?"

•   매경: 해외주식부터 연내 허용, 서학개미 투자 탄력

•   매경: 실시간 매매 불가능…단타 어려워

•   매경: "단풍철 10월말까지 방 없습니다"…전국 관광지 객실 동났다...위드코로나 괜찮나

•   매경: "온 동네 골목상권 다 위협할 판"…혁신의 상징 카카오 어쩌다 탐욕 상징으로 전락했나

•   매경: 익일배송·무료입점 환영받던 쿠팡·배민…자사상품 늘리며 소상공인과 갈등

•   매경: "저금리 오래 간다길래 믿었는데"…가계대출 변동금리 74%, 7년만의 최고

•   매경: "연료비 가솔린차 절반"…정의선 수소 대중화 선봉 넥쏘…올해 판매 1만대 넘본다

•   매경: [단독] 中日 끼어들 틈이 없다…삼성중공업 러시아서 3조원 수주 유력

•   매경: "경기 불황? 그런거 모릅니다"…지지부진 코스피에도 나홀로 웃는 종목은?

•   매경: "생애 첫 주택 샀는데"…전세난 쫓겨 빌라 산 실수요자 '현금 청산' 날벼락

•   한경(P1): 플랫폼 때리는 與, 직방·로톡까지 겨냥

•   한경(P1): "조건 없이 이자 준다"…토스뱅크 '파격 통장'에 술렁

•   한경: "30년 적자 이제 끝"…현대차 로봇개 '스폿' 가격은 얼마?

•   한경: "테슬라봇? 덤벼봐라"…정의선 회장의 야심작 '로봇 3총사'

•   한경: "20억짜리 강남 아파트보다 낫다"…개인투자자들 몰리는 곳

•   한경: 접종 완료자에 '백신 인센티브' 확대한다

•   한경: 금융노조, 총파업 예고…10월 모든 은행 멈추나

•   한경: 두산인프라코어 새이름, 현대두산인프라코어

•   한경: "출퇴근 사라진다"…다시 뛰는 재택근무 ETF

•   한경: 추석 '택배대란' 오나…노조-대리점 곳곳 충돌

•   한경: 메타버스, 새로운 세상일까 한때 유행일까

•   한경: 가벼운데 모양도 자유자재로 빨대처럼 휘는 연료전지 나왔다

•   한경: '될 놈'에만 몰리는 시장…'믿을 놈'은 친환경이다

•   한경: [단독] 정부, 외평채 발행 돌연 연기…이유가 황당 [마켓인사이트]

•   한경(P1): "급여 10년前 후퇴"…조선·뿌리산업 4만명 떠났다

•   한경: 밤새 알바 뛴 직원들, 졸다 사고 날라…아침마다 '토막잠' 재우는 中企 사장들

•   한경: 낮엔 용접, 밤엔 배달…"내가 이런 일할 줄이야" 한숨

•   한경: 수주호황에도 본사인력 줄인 조선사…"1년 뒤 어쩌나"

•   한경(P1): "美증시 조정 가능성…유럽비중 늘려라"

•   한경: "美 경기 아직 안 꺾여…조정 오면 에너지·금융株 사들일 적기"

•   한경: 월가 "테이퍼링·실적부진·법인세 인상 3災"

•   한경: "경기 회복세 강력…연말 뉴욕증시 지수, 지금보다 높을 것"

•   한경: "10년 전 2차전지 산업 보는 듯"…'텐배거 후보' 수소가 온다

•   서경(P1): "차세대 기술로 붙자"...韓中日 배터리 2차 대전

•   서경(P1): 신동빈의 '반격'···한샘 품었다

•   서경: "10분 충전에 800㎞ 달려야"···韓, 고효율 배터리 선점 사활

•   서경: 완성차도 배터리 내재화 액셀···현대차 2025년 시범양산, 벤츠는 기가팩토리 건립

•   서경: '반값 전기차' 시대, 폐배터리로 연다

•   서경: 2년간 한푼 안쓰고 모아도 빚 못 갚는다

•   서경: [단독] 오피스텔 규제 완화한다더니···실제론 '건축 제한' 대못질한 국토부

•   서경: [단독] 진격의 한화···AI용 반도체 투자 추진

•   서경: '메타버스·K뉴딜'로 무장···ETN 다시 뜬다

•   서경: 막 오른 9월 정기국회···‘주가조작 과징금’ 도입될까

•   서경: "연령따라 임금깎는 피크제, 차별금지 위반"

•   서경(P1): 수소머니 자본시장 밀물···거대 'H2 투자 시대' 온다

•   서경: '수소 ETF' 兆단위는 시간문제···"전기차보다 시장 커질 것"

•   서경: 전기차ETF도 한달새 2조 뭉칫돈···1년 수익률 70% 넘어 '쾌속 질주'

•   서경: 美서도 수소펀드 속속 출시···서학개미 '눈독'

•   서경(P1): 절망 넘어 허망···'자포자기' 청년들

•   서경: 바늘구멍 일자리에 부동산은 연일 폭등···"일하면 뭐하나” 한탄

•   서경: [단독] ‘5만→3.6만 가구’···1년 앞도 못보는 정부 공급전망

•   서경: '기준 연료비' 1년새 50%↑···전기료 폭탄 예고

•   서경: "온실가스 배출권 가격 급등락···안정화 방안 시급"

•   서경: 수소가 미래라더니···OECD중 韓만 셀프충전 못해

•   서경: 경총, 韓 기업 70% 추석 연휴 5일·60%만 상여 지급

•   서경: 표본따라 널뛰는 정부 집값 통계...이번엔 민간 상승률 2배

•   서경: '구조조정·손실 보전' 평행선··· 서울 지하철 파업 열차 타나

•   조선(P1): 항의하면 돈 준다, 주먹구구 재난지원금

•   조선: 재난지원금이 갈라놓은 사회… 당신은 성골? 평민?

•   조선: 청년층 의식, 1인가구 지급대상 석달새 2차례 확대

•   조선: ‘제때 집행 안된 예산’ 3000억 끌어쓴다

•   조선(P1): [NOW] 52%가 “이번 추석상은 밀키트”

•   조선: 거래절벽인데 ‘최고가 기현상’… 1년새 16억 오른 아파트 등장

•   조선: 탄소중립 토론회에 태양광 옹호 전문가들만 나와… 시민들 “원자력은 금기어인가”

•   조선: 백신 1차 접종률 65%, 美·日 추월

•   조선: [단독] 태양광 효율은 과장, 원전 신기술은 뺐다

•   조선비즈: 삼성 갤럭시S22 연말 조기 출격?… “내년 1월 등판 유력”

•   조선비즈: 반도체부터 플랫폼까지… 개미 사랑받았던 ‘대형주’ 수난시대

•   조선비즈: [예산안 해부]② 조세지출액, 내년엔 ‘사상 최대’ 60兆…”차기 정부, 세수 부족으로 출발할 수도”

•   조선비즈: 인재 찾으랴 기술 확보하랴… 전고체車 등장에 바빠진 배터리·소재 업계

•   인베스트조선: SK·한화, '화학' 떼고 영어로…탄소중립 압박에 줄지어 사명변경

•   중앙: 실탄 조달 목적? 사업 ‘쪼개기’로 기존 주주가치 훼손 우려

•   중앙(P1): 서울 전세가 사라진다…8월 월세계약이 39%

•   중앙: "10만원 결제할테니 9만원 주세요"…재난지원금 '깡' 또 활개

•   중앙: 카카오·네이버 향하는 ‘3개의 칼’

•   중앙: 카카오만 집중적으로 때렸는데, 네이버 왜 덩달아 폭락했나 [View & Review]

•   중앙: "독점 반대" 테크래시 전세계 번지지만…中 노림수는 다르다

•   동아(P1): 非수도권 병원에도 코로나병상 확보 명령

•   동아(P1): 한전 등 공기업 15곳, 올 6조7000억 적자 전망

•   동아: 경매 몰리는 무주택 2030 “집값 뛰는데 청약은 안되니 눈돌려”

•   동아: 화석연료 필요없는 ‘친환경 수소’ 생산… 폐열에서 답을 찾다

•   문화(P1): ‘박원순 도입’ 생활임금, 공공-민간 격차만 벌렸다

•   문화(P1): 행정 멈추고 철도 세우고… 민노총, 연대파업 예고

•   문화: 시민 일상을 볼모로… 무력한 정부에 ‘10월 총파업’ 으름장

•   문화: 警 소극대응에 불법점거 19일… 한계 닥친 현대제철

•   문화: “글로벌 공급망 입지 다지고 디지털 전환 역량 제고해야”

•   문화: 건설사,ESG 중요성 알지만 경영비전·전략 준비엔 미흡

•   한국: 스페인 8박9일' 코로나 이후 첫 유럽 패키지…'보복여행' 고개 드나

•   한국: [그렇구나! 생생과학] 기후위기 시대의 건축 대안 '슈퍼콘크리트'

•   한국(P1): "저쪽 노조원 자르고 우리를"... 하루 23번꼴 막무가내 집회

•   국민: 주택청약, 세대 줄다리기…청약, 승자독住 게임

•   국민: “기후변화 주범은 석유·천연가스” 화석연료 돈줄 죄는 선진국

•   국민: “정부, 탄소중립위의 민주적 정당성 보완 위해 시민회의 동원”

•   국민: 접종 완료율 높아도 ‘3밀’선 집단감염… 추석 연휴가 또 고비

•   서울(P1): 살고 있던 원룸 팔아 직원 월급…“왜 자영업자만 희생해야 하나”

•   세계(P1): 트럼프·아베 “한반도 평화구축 역할 할 것” [신통일한국 싱크탱크 2022 희망전진대회]

•   세계: “기준금리 올렸지만 적정수준보다 1.55%P 낮아”

•   한겨레(P1): 정부보다 10년 당겨…“탄소중립” 팔걷은 천주교

•   한겨레: 월성원전 토양·물에서도 방사성 물질 검출…원안위는 왜 외부 유출 없다고 하나

•   한겨레: 기준금리 두세 번 밖에 못 올린다?…변수된 ‘중립금리’

•   머니투데이(P1): 직원 3분의2 떠났다 "다음은 내 차례일수도…" 면세직원의 한숨

•   머니투데이(P1): "나사 하나 바꿀때마다 울화통"…K드론이 美中 못따라가는 이유

•   머니투데이: 88%→90%' 국민지원금 늘리면…부족한 3000억은 어디서

•   머니투데이: 추석 앞 밥상물가 경고등…이번에도 국민지원금은 고깃값?

•   머니투데이: "3년 내 M&A" 공언했는데…반도체 안보경쟁에 꼬인 삼성 청사진

•   머니투데이: LGD·카카오가 만든 OLED 스마트 주차장 어떤 모습?

•   헤럴드경제(P1): “김정은, 트럼프와 대담한 합의 뒤 평양만 돌아가면 말·입장 달라져”

•   헤럴드경제: 정부, 베트남에 백신 인도적 지원 ‘가닥’

•   헤럴드경제: LG폰 떠난 자리...삼성, 5G저가폰 ‘맹공’

•   파이낸셜뉴스(P1): 질주하는 수소 경제, 속도 안붙는 보조금

•   파이낸셜뉴스: 수소충전소 서울 4곳·부산 2곳… "충전하러 지방 원정 갈 판" [수소경제 발목잡는 인프라]

•   파이낸셜뉴스: GS칼텍스, 수소사업 조직·인력 보강 밸류체인 사업화 모델 구축 속도낸다

•   파이낸셜뉴스(P1): 올들어 100조 샀다… 개인, 증시 주류로

•   파이낸셜뉴스: 'MZ놀이터'넘어 업무·교육·채용… 다 되는 메타버스 세상 ['포스트코로나 플랫폼' 메타버스]

•   파이낸셜뉴스: 한국 부도위험 2008년 이후 최저 선진국 수준… '투자 훈풍' 분다

•   파이낸셜뉴스: '탄소가격제·디지털세' 한국 입장 낸다

•   파이낸셜뉴스: LG 뚝심 결실, 전장사업 4분기 흑자전환 예고

•   파이낸셜뉴스: '소니 비켜' 삼성, 車이미지센서 초격차로 업계 1위 정조준

•   파이낸셜뉴스: 공정위 과징금 최대 2조 전망… 중소해운사 줄파산 오나

•   파이낸셜뉴스: 유심없는 스마트폰 시대… 'e심' 국내 도입 속도낸다

•   파이낸셜뉴스: 쿠팡·두산퓨얼셀… 전북도, 69개기업 투자 약속 받았다

•   아시아경제: 모더나냐 화이자냐 "접종 전날에도 몰라요"

•   디지털타임스(P1): 부동산 `정부 실패` 뼈때린 KDI포럼

•   디지털타임스: 상장사 중간배당 4.4조 `역대 최대`

•   디지털타임스: 2050 탄소중립 실현 핵심기술 개발 올인

•   디지털타임스: 글로벌 관심집중, 수소모빌리티+쇼 2.7만명 다녀갔다

•   이데일리(P1): 가상자산 거래소 `운명의 일주일`…빅4만 생존, 3조 피해 우려

•   이데일리: 코로나가 갈라 놓는 사회…‘乙의 싸움’ 시작 됐다

•   연합: 오늘 1천500명대…추석특별방역대책 시행·요양시설 방문면회 허용

•   연합: 北 "신형 장거리순항미사일 시험발사 성공"…김정은 참관 안해

•   연합: 수도권 아파트 현재 전셋값으로 3년 반 전엔 살 수 있었다

•   연합: CATL 배터리 전기차서도…연이은 화재에 배터리 업계 '몸살'

•   뉴시스: [수소위크 결산①]'3000조 시장 잡아라'…수소동맹 결성한 총수들

•   뉴시스: [수소위크 결산②]3천조 시장 노리는 산업계…그룹별 청사진 보니

•   뉴시스: [수소위크 결산③]막내린 수소모빌리티+쇼…150여개 기업 첨단기술 경합

•   e대한경제: ‘예타 대상’ 기준금액 상향 급물살 타다

•   더구루: 美, 우크라이나 원전 건설까지 '첩첩산중'…한수원 기회 다시 잡나

•   위키리크스한국: [WIKI 포토] '2021 수소모빌리티쇼+' 81세 두산 박용성 전 회장의 정정함

•   에너지경제: 탄소중립 시대 대응 전력산업 구조 개편 목소리 탄력

•   전자신문(P1): 애플 아이폰13, 국내 출시 10월 1일

•   전자신문: 정부안 'NDC 35%' 첫 제시…탄중위 "더 높여야" vs "비현실적"

•   로봇신문: 2021 스마트공장ㆍ자동화산업전 폐막

[Opinions]

•   Project Syndicate(Sarah Bloom Raskin): Changing the Climate of Financial Regulation

•   Project Syndicate(Dani Rodrik): Learning the Right Lessons from US Economic Experimentation

•   Project Syndicate(Javier Solana): Three Lessons from a Two-Decade Failure

•   Project Syndicate(Barry Eichengreen): This SDR Allocation Must Be Different

•   FT(Editorial Board): The UK’s risky rush to cut Brussels rules

•   FT(Editorial Board): Norway’s money cannot buy climate peace

•   FT(Editorial Board): Johnson will face more hard choices after tax rise

•   FT(Rana Foroohar): The US needs to make homes more affordable — and available

•   FT(Martin Sandbu): The ECB has secured a taper without a tantrum

•   FT(John Dizard): US government shutdown looms larger for investors

•   FT(Merryn Somerset Webb): High tax, high spending — isn’t it all a bit 1970s?

•   FT(Michael Stott): The spectre of high inflation returns to haunt Latin America

•   FT(Benedict Evans): Apple is in search of the next big thing — but perhaps it shouldn’t be

•   WSJ(Editorial Board): Biden’s Vaccine Command

•   WSJ(Editorial Board): Big Business for Big Government

•   WSJ(Holman W. Jenkins, Jr.): With Biden Vaccine Plan, Politics Is Fully in Charge

•   WSJ(Kimberley A. Strassel): Reality Bites Reconciliation

•   NYT(Editorial Board): Biden Is Right: Vaccine Refusal ‘Has Cost All of Us’

•   NYT(Robby Soave): Biden’s Vaccine Mandate Is a Big Mistake

•   WP(Editorial Board): Vaccine mandates are hard. So is covid.

•   WP(Fareed Zakaria): The Islamic world has changed over the past 20 years. The Taliban is about to feel it.

•   Bloomberg(Editorial Board): Biden Comes Through With a Strong Push for Vaccines

•   Bloomberg(Niall Ferguson): Bad 9/11 Predictions Overlooked the Power of Tech

•   Bloomberg(Daniel Moss): Does Lagarde's Statement Amount to a Taper? December Is the Big Test

•   Bloomberg(Noah Smith): The Left's NIMBY War Against Renewable Energy

•   Bloomberg(John Authers): Wage Growth Trend Points to Inflation, Political Joy for Biden

•   Bloomberg(Julian Lee): Russia Is the Canary in the OPEC+ Oil Mine

•   Bloomberg(Brooke Sutherland): Earnings Crunch Is Getting Real for Manufacturers

•   Bloomberg(Michael R. Strain): Republican Debt-Ceiling Brinksmanship Could Lead to Default

•   Bloomberg(Jonathan Bernstein): Biden Vaccine Mandate: Don't Fret About a Backlash

•   Bloomberg(Martin Ivens): Boris’s Tax Hike Is a Defining Moment for U.K. Conservatives

•   Bloomberg(Matthew Yglesias): Covid Unemployment Benefits: Their Expiration Is Not a Calamity

•   Bloomberg(Frank Barry): What FDR Got Right and Biden Got Wrong About Relief

•   Bloomberg(Jessica Karl): Covid-19 Vaccine's Merits Are Simple and Effective

•   Bloomberg(Allison Schrager): Biden's Vaccine Mandate Is More Bad News for the Labor Market

•   Reuters(John Kemp): U.S. gas production set for big increase in 2022

•   Caixin(Huang Shan): Why China-U.S. Relations May Be Showing Signs of Thawing

•   한경(사설): 풍력 과잉이 부른 유럽 전력대란, 타산지석 삼아야

•   서경(사설): 유럽 전력대란···원전은 이제 선택 사항이 아니다

•   서경(박호정): 탄소중립 이행, 전체 최적화 관점으로 접근해야

•   서울(사설): 세슘 나온 월성 원전, 외부 유출 철저히 조사해야

•   경향(정세은): 탄소중립 가로막는 전기요금 정책

•   아시아경제(권해영): 신재생에너지 예산의 역설