Business Intelligence Monitor 210914

(Introduction)

[Markets]

•   Global: Global stock markets edge higher on U.S., European markets

•   Commodities: Commodities Rally Revs Up Again, Threatening Faster Inflation

•   Metals: Soaring aluminium hits $3,000 for first time since 2008

•   Iron ore: Iron ore price dives on new steel curbs in China

•   Grains: CBOT soybeans ease, losses pared by exports

•   한국: 코스피 0.07% 상승 마감…3,120대

•   한국: "라 전무 주가가 왜 이래"…카카오그룹 시총 하루만에 또 5조 증발했다

•   한국: '수소 액셀' 밟았지만…현대차, 1월 대비 23% 하락

•   한국: "구리값 연내 1만달러 다시 넘을 것"…풍산 등 수혜주 '들썩'

•   한국: 두산그룹주 힘 잃어, 오리콤 4%대 두산퓨얼셀 내리고 두산밥캣 올라

[Indicators]

•   US Aug. Fiscal account: U.S. Budget Deficit Narrowed to $2.7 Trillion in First 11 Months of Fiscal Year

•   US Aug. Inflation expectations: Inflation Expectations Continue to Climb, New York Fed Survey Shows

•   US Aug. Dodge momentum index: Dodge: Contractors' Momentum Slipping as Projects in Planning Slide for Third Straight Month

•   Japan Jul. GDP(JCER est.): Japan's GDP up 0.6% in July from June, thanks to exports: JCER

•   Japan Q3 Business sentiment: Big Japan firms' sentiment turns positive for 1st time in 3 quarters

•   India Aug. CPI: India's August retail inflation eases to a four month low

•   한국 8월 수출입물가: 유가 하락에도 수입물가 4달째 상승

•   한국 8월 고용행정통계: 8월 음식·숙박업 종사자 1.9만명 감소

•   한국 9월 1~10일 수출: 9월 1∼10일 수출 30.7%↑…일평균 기준도 30.7%↑

[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: Democrats Release Details of Proposed Tax Increase

•   WSJ: What’s in the Democratic Tax Proposal?

•   WSJ: White House Works to Keep Moderate Democrats’ Backing for Agenda as GOP Focuses on Inflation

•   WSJ: Global Oil Demand to Exceed Pre-Pandemic Levels Next Year, OPEC Says

※   OPEC: MOMR September 2021

•   WSJ: Covid-19 Deaths in Delta Surge Trend Younger in U.S.

•   WSJ: Covid-19 Boosters Aren’t Necessary Yet, Group of Scientists Say

※   Lancet: Considerations in boosting COVID-19 vaccine immune responses

•   WSJ: Covid-19 Study in England Shows Few Deaths Among Vaccinated People

•   WSJ: Antony Blinken Faces Lawmakers Over Afghanistan Withdrawal, U.S. Policies

•   WSJ: Energy Prices in Europe Hit Records After Wind Stops Blowing

※   Heavy reliance on wind power, coupled with a shortage of natural gas, has led to a spike in energy prices

•   WSJ: The Struggle to Reverse a Shrinking Population Hits Some Nations Harder

•   WSJ: Iran Says It Will Resume Nuclear Talks in the Near Future

•   WSJ: Biden Moves to Fill CFTC Vacancies

•   WSJ: China Tells Internet Companies to Stop Blocking Links From Rivals

•   WSJ: Inside Shell’s Push to Restart Oil Platforms After Hurricane Ida

•   WSJ: Green Steel Becomes a Hot Commodity for Auto Makers

•   WSJ: Facebook Says Its Rules Apply to All. Company Documents Reveal a Secret Elite That’s Exempt.

•   NYT: John Kerry: Delaying U.N. Climate Summit Would Be a ‘Huge Mistake’

•   NYT: China's Fujian Province Reports Delta Outbreak

•   NYT: How France’s Vaccine Pass Is Working So Far

•   NYT: Can a Green-Economy Boom Town Be Built to Last?

•   WP: Biden to nominate critic of surveillance software to FTC, further bolstering agency as check on Big Tech

•   FT: OECD seeks global plan for carbon prices to avoid trade wars

※   Paris-based group calls on EU to back proposals that recognise countries have different green policies

•   FT: Food price inflation heaps pressure on poorer countries

•   FT: Have we been complacent about Covid and globalisation?

•   FT: The odd couple: how Germany’s Greens embraced business

•   FT: Germany searches for ways to boost flagging vaccination campaign

•   FT: Europe starts feeling pinch from its green transition

•   FT: UK to offer Covid vaccines to 12 to 15-year-olds

•   FT: UK cancels €1.4bn Covid vaccine deal with France’s Valneva

•   FT: CBI head warns Sunak of further backlash over corporate tax hikes

•   FT: Why are US lawmakers arguing over the debt ceiling again?

•   FT: China’s Xi Urges Communist Party ‘Mr. Nice Guys’ to Take Action

•   FT: Brazil governor pitches third way between Bolsonaro and Lula in 2022 elections

•   FT: Argentina’s ruling Peronists suffer heavy defeat in midterm primaries

•   FT: Doppelgängers and ‘dirty tricks’ muddy run-up to Russian election

•   FT: Filipinos suspect Duterte plans to hang on to power through deputy role

•   FT: Libor replacement reaches Wall Street’s leveraged loan market

•   FT: Commodity traders ponder next move in ‘supercycle’ debate

•   FT: Beijing to break up Ant’s Alipay and force creation of separate loans app

•   FT: Supply chain crisis will leave permanent scar, UPS warns

•   FT: International advisers team up to capitalise on M&A boom

•   Bloomberg: China Likely Suffered Another Economic Slowdown Last Month

•   Bloomberg: China Urges U.S. to Mend Ties as Biden Weighs Fresh Trade Probe

•   Bloomberg: U.S. Inflation Starting to Look Like a Stimulus-Led Outlier

•   Bloomberg: Europe’s Energy Crisis Shows the Downside of Fossil Fuels

•   Bloomberg: WHO Envoy Warns of Increasing Risk of Variants Evading Vaccines

•   Bloomberg: Biden Visits Idaho, Says Wildfires Show Need for Infrastructure Bill

•   Bloomberg: Biden to Address UN as He Seeks to Re-Engage on Global Stage

•   Bloomberg: Joe Manchin Sits at Center of Lobbyists’ Frenzy Over Biden Plan

•   Bloomberg: Powell Backed for Fed Chair by Authors of Dodd-Frank Bank Reform

•   Bloomberg: U.K. Ramps Up Warning to EU Over Post-Brexit Northern Ireland

•   Bloomberg: ECB’s Schnabel Tries to Allay German Fears as Inflation Quickens

•   Bloomberg: Hiring Difficulties Cloud France’s Recovery, Central Bank Says

•   Bloomberg: Energy Crunch Deepens as U.S. Warns Europe Isn’t Doing Enough

•   Bloomberg: China Should Curb Tech Monopolies to Ensure Growth: PBOC Advisor

•   Bloomberg: Debt Load Threatens Latin America Jobs Recovery, World Bank Says

•   Bloomberg: Argentina’s $45 Billion IMF Talks Hit by Fernandez Election Loss

•   Bloomberg: Philippines Plans Targeted Lockdowns, Perks for Vaccinated

•   Bloomberg: New Zealand Extends Auckland Lockdown as Outbreak Persists

•   Bloomberg: China Evergrande Crisis: Property Firm Faces Protests From Homebuyers, Investors

•   Bloomberg: Qualcomm Said to Make Binding Bid for Auto Tech Firm Veoneer

•   Bloomberg: Democrats’ Energy Plan Will Kill U.S. Coal by 2030, Miners Say

•   Bloomberg: U.S. to Help India With Funds, Tech as It Seeks COP26 Support

•   Bloomberg: Toyota Objects to ‘Exorbitant’ Tax Breaks for Rich in EV Plan

•   Reuters: U.S. corporate tax hikes would knock 5% off S&P 500 earnings -Goldman

•   Reuters: Biden to host leaders of Australia, India, Japan at White House next week

※   White House: Statement by Press Secretary Jen Psaki on the Quad Leaders Summit

•   Reuters: From zippers to glass, shortages of basic goods hobble U.S. economy

•   Reuters: mRNA vaccines not linked to miscarriage; COVID-19 shots in U.S. still protect against severe disease

•   Reuters: Big Tech cloud services could face resilience test, says Bank of England

•   Reuters: UK PM Johnson to set out COVID-19 booster strategy under winter plan

•   Reuters: Israeli survey finds about 1 in 10 kids have lingering COVID symptoms

•   Reuters: Indonesia eases COVID-19 restrictions in Bali, borders to be tightened

•   Reuters: India worried about complacency over second dose of COVID-19 vaccine - sources

•   Reuters: Japan's investors raise bets on Kono in leadership race

•   Reuters: Hit to oil output from Ida overshadows demand impact, says Goldman

•   Reuters: BofA could bring forward $100 oil target in event of cold winter

•   Reuters: U.S. energy firms face another storm hit amid slow recoveries

•   Reuters: Analysis: Argentina primary defeat puts Peronists in tough spot on policy

•   CNN: The hard reality of Brexit is hitting Britain. It's costing everyone but Boris Johnson

•   CNBC: U.S. Covid cases dip from latest peak, but delta still rising in some states

•   CNBC: Europe’s gas shortage could make the whole world pay more to get warm this winter

•   CNBC: China will be ‘very careful’ dealing with the Taliban government, former U.S. ambassador says

•   CNBC: China’s booming electric car industry is much bigger than just Nio and Xpeng

•   MarketWatch: When can kids under 12 get a COVID-19 vaccine? CDC Director Walensky has an answer

•   SCMP: Beijing warns Washington not to allow Taiwan to rename de facto embassy

※   Reported request to US to change ‘Taipei Economic and Cultural Representative Office’ to ‘Taiwan Representative Office’ draws rebuke from Beijing

•   SCMP: Shanghai closes schools and airports, halts operations at world’s largest port ahead of Typhoon Chanthu’s landfall

•   Global Times: Chinese foreign minister heads to Singapore in charm offensive to neighboring countries

•   Global Times: China's manufacturing value-added ranked first in the world for 11 consecutive years since 2010: MIIT

•   Caixin: Energy Insider: Steel Prices Rise as Production Limits Tighten

•   Nikkei Asia: Japan set to overtake U.S. in COVID vaccinations

•   Nikkei Asia: Japan PM hopefuls Kono, Kishida join call to hike defense budget

•   Nikkei Asia: Mitsubishi to use Nissan-made platform for all Japan models

•   Nikkei Asia: Meituan squeezed by Xi's tech crackdown and prosperity drive

•   Nikkei Asia: TSMC to build advanced chip plant in southern Taiwan

•   Nikkei Asia: Indonesia and Philippines face persistent anti-vax hurdle

•   Power Engineering: World nuclear energy forecast: 615 GW capacity by 2040

•   OilPrice.com: Is Toyota Pivoting Away From Hydrogen Fuel Cells?

•   MINING.com: Robust metals price outlook softens in 2022 – reports

•   Construction Equipment: Caterpillar, Cummins Move on Hydrogen for Trains

•   For Construction Pros: Infrastructure Investment Could Fuel Both Construction Equipment Demand and Backlogs

•   Robotics Tomorrow: Roadblocks to Autonomous Security Robots

•   매경(P1): 공정위, 카카오 총수 정조준…金총리 "필요하면 강제조치"

•   매경: "상품노출·정보검색 기준 뭔가"…알고리즘 공개 압박

•   매경(P1): 2030 민심에 놀란 여당…"가상자산 과세 재논의"

•   매경(P1): "S&P500 올해 안에 15% 빠질 수도 있다고?"…서학개미 또 잠 못든다

•   매경: 서학개미 美주식 비중 92% 압도적…중화권은 6%

•   매경(P1): "권력 견제하는 언론에 재갈 안된다"

•   매경: 세계최고 경제분석가들 "내년 자산시장 급변 대비를"

•   매경: 우량기업마저 직원 줄였다…올해 상장사 47%가 감원나서

•   매경: 주요 경제수장들, 가계빚·집값 해법 머리 맞댄다

•   매경: 금융위, 中企에 추석정책자금 19조 푼다

•   매경: 서울 주택 매수자 15% 신용대출 평균 1억씩 받아

•   매경: SKC, 동박 6공장 조기완공…2025년 세계 1위 도약 목표

•   매경: "갤Z플립3 돌풍 심상찮다"…애플 비장의 카드 던질까?

•   매경: "공매도 하루가 다르게 늘어난다"…코스피 도로 박스피 되나, 전문가 평가는?

•   매경: 서울지하철 노사 협상 타결…열차 정상 운행

•   한경(P1): "韓 급격한 탄소중립 , 中만 신났다"

•   한경: IT기업 지배구조 조사 전방위 확산될 듯

•   한경: 문재인 대통령, 19~23일 방미…유엔총회 참석

•   한경: "재난지원금 90%로 확대지급 안돼"

•   한경: 新외감법 도입후 기업·회계법인 과징금 늘어

•   한경: "추석 앞두고 변동성 확대…방어적 대응 필요"

•   한경: 전남도, 48조 해상풍력 단지 조성 순항

•   한경: '갤럭시A'에 힘주는 삼성…"중저가폰도 놓치지 않아"

•   한경: 놀기 좋은 '제페토'…회의할 땐 '이프랜드'

•   서경(P1): [단독] '靑 낙하산' 논란 이어···관제펀드 세제도 구멍

•   서경(P1): 장기요양보험료 또 인상···직장인 月평균 3만원 넘는다

•   서경: 장기요양보험료, 고령화·코로나 명분 5년새 2.2배로···직장인 '유리지갑' 만 털었다

•   서경: 고용·건보료도 올라···얇아지는 월급봉투

•   서경(P1): 추락하는 한국경제···잠재성장률 2% 턱걸이

※   한국은행: 코로나19를 감안한 우리경제의 잠재성장률 재추정

•   서경: 9년 뒤엔 '0%'대까지 떨어질 수도···"성장전략 다시 짜야"

•   서경: 獨, 디지털 투자 늘려 잠재성장률 0.3%P↑ ···美·英도 코로나 딛고 '정상궤도'

•   서경: 2050년엔 10명 중 4명이 고령층···"韓 국가 신용등급에 위협" 경고도

•   서경: “이게 소관 업무냐”···통상전선 확대에 산업부-기재부 기싸움

•   서경: [단독]정의선 "국내외서 로보틱스 우수 인력 흡수할 것"

•   서경: [단독] 페이스북, 韓 OLED 전문가 대거 채용... "메타버스 진격"

•   서경: '먹는 코로나 치료제' 국산은 언제쯤

•   서경: [3분기 실적 미리 보니] 눈높이 오른 운송·철강···꺾이는 조선·유화

•   서경: "가까이 온 日기업 자산 현금화··· 정부 손 놓고 있을 때 아니다"

•   조선(P1): 北이 쏜 미사일 1500㎞ 날아가는 동안, 우리軍은 몰랐다

•   조선: [단독] 서울 주택 재산세 징수액, 5년만에 2배 됐다

•   조선: “우리 전기차만 보조금”… 문 걸어잠그는 美·中

•   조선: 이젠 ‘양포세’라 불린다, 세무사도 두손 든 양도세

•   조선: 20대 이하 79.5% “원전 유지·확대를”

•   조선: 24년간 증시에서 ‘가장 잔인한 달’은 9월, 올해는?

•   조선: 삼성전자, 2분기 모바일 칩 시장에서 중국에 밀려 5위

•   조선: 1년새 1%p 오른 대출금리, 더 가파르게 오른다

•   조선비즈: IAEA 사무총장 “북한 영변 핵시설 가동 조짐 심각한 문제”

•   조선비즈: [단독] 바이오벤처 3사, 보령과 손잡고 mRNA 백신 개발 나선다

•   조선비즈: 무역협회 “400조 우주산업 시장서 韓 1%수준… 육성책 마련해야”

•   조선비즈: 스마트폰 메모리 한계 왔나… 中 이어 삼성도 ‘가상 램’ 사용한다

•   인베스트조선: 여전히 높은 대우조선 EU 승인 문턱...로드맵 틀어지는 현중, 부담 커지는 산은

•   중앙: 메타버스·에너지 클라우드…AI가 콕 찍은 미래 기술

•   중앙: [Biz & Now] 내년 깎아주는 세금 60조, 고소득자·대기업 혜택 많아

•   중앙: [친환경 미래 에너지] 2050년 탄소 중립, 신재생에너지 …‘친환경 기술’에서 답 찾는다

•   동아: 작년 자영업자 ‘코로나 피해’ 11조… 1인당 年매출 1066만원 감소

•   동아: [단독]디젤 매연저감장치, 낡은 건설기계엔 힘 못 썼다

•   동아: 한국판 뉴딜 예산 2025년까지 220조로 확대

•   문화(P1): <알립니다>‘문화산업포럼’ 내달 7일 온·오프 동시 개최

•   문화: ‘제3지대’ 안철수·김동연, ‘경제·외교’ 한목소리

•   문화: 美승인 절차 지연에… 노바백스, 연내 도입 불투명

•   한국(P1): "이젠 쉬고 싶다" 30대 노래방 사장도 극단 선택… 스러져가는 자영업자들

•   한국: 코로나에 화재, 태풍까지…"재난지원금도 소용없다" 전통시장 '한숨'

•   한국: 노조의 채용 강요는 저가 수주가 낳은 '부메랑'… 원청 건설사는 뒷짐만

•   한국: [이코노픽] K-배터리, 소재 경쟁력·인력 없인 '모래성'

•   한국: [이코노픽] 한중일 배터리 전쟁, 진검승부 시작됐다

•   국민(P1): 자영업자 목숨 끊은 가게, 무인점포가 들어섰다

•   국민: 중국산 배터리 잇단 화재… 전기차 안전성 우려 급부상

•   서울: 글로벌 반도체·완성차 밀월… 한국은 ‘감감무소식’

•   머니투데이: [단독]'조합원 양도금지법' 연내 통과 어려울듯..재건축 또 '올스톱'

•   더벨: 현대중공업그룹, 두산인프라 인수 그 이면은

•   헤럴드경제(P1): “미친 집값”...중산층 번지는 주거불안

•   헤럴드경제(P1): 고소득자 대출 증가 10배 빨라져

•   파이낸셜뉴스(P1): "알바 왜해요" 청년지원금이 키운 자발적 백수

•   파이낸셜뉴스: 銀 LCR 규제 완화 '기로'

•   파이낸셜뉴스: '사용후 배터리' 국제표준 놓고 주도권 경쟁… 미국도 가세

•   파이낸셜뉴스: 물동량·친환경 배 수요 동반 급증 新선박가격지수 12년 만에 '최고'

•   아시아경제(P1): 클릭 한번이면 연봉 번다…부동산 '초피' 단타 기승

•   아시아경제(P1): [단독]금융위·공정위 압박에…카카오 김범수, 직접 상생안 발표한다

•   아시아경제(P1): 문 정부 5년…단순노무직 증가속도 전문직 앞질렀다

•   디지털타임스: "LG 공백 우리가 메운다" 삼성·애플 점유율 전쟁

•   이데일리(P1): 파리 날리는데 예산마저 반토막…코넥스 포기했나

•   이데일리: 전력 생산할수록 손해 보니…2분기엔 신규 풍력발전 끊겼다

•   이데일리: 특별대책 내놓은 한전, 전력망 연결못한 3GW 재생에너지 해결

•   이데일리: [단독]"고정비도 못내"…소상공인 첫 재난지원금, 임차료 가장 많이 썼다

•   이데일리: 벌써 ‘경영수업’ 시작한 90년대생 오너일가들

•   이데일리: 거세지는 2·4대책 후보지 반발..출구전략 고심하는 정부

•   연합: 오늘 1천500명 안팎, 70일째 네자릿수…금요일부터 가족모임 8명까지

•   뉴시스: 젊어진 재계…오너家 임원 10명중 3명은 MZ 세대

•   e대한경제: 올 50만가구 공급 ‘공수표’…서울 10% 불과

•   e대한경제: 가을 전세시장 '삼중고'

•   뉴스웨이: [단독]현대두산인프라코어, 3년 내 ‘두산’ 뗀다

•   더구루: [단독] 삼성중공업 中 사업장 손 뗀다…근로자 반발

•   데일리안: [단독] 탄소중립委 공식홈페이지 본격 운영…네이버·다음 등 포털서 접속가능

•   에너지경제: 수술대 오른 탄소중립시대 에너지정책(上)…"원자력·신규석탄 발전, 전력 안정수급·급격한 전기료 상승 억제 완충역할"

•   에너지경제: 박기영 에너지차관, 독일 지멘스에너지와 수소·재생E 활성화 논의

•   전자신문: 라인업 확대·아이디어 발굴…LG, 로봇 사업 가속화

•   디지털데일리: 삼성전자, 3나노 반도체 美 파운드리서 만드나

[Opinions]

•   Project Syndicate(Howard Davies): The Economic Risks of Pandexit

•   Project Syndicate(Karl Schmedders, Rick van der Ploeg): The Reality of Climate Financial Risk

•   FT(Editorial Board): Tories must regain trust as the party of business

•   FT(Editorial Board): Brussels is tightening the screws on Warsaw

•   FT(Ruchir Sharma): The rise of eastern Europe is a forgotten economic success story

•   FT(Gideon Rachman): The Xi personality cult is a danger to China

•   FT(Mohamed El-Erian): Supply chain issues add to stagflationary winds

•   WSJ(Gary Gensler): SEC Chair: Chinese Firms Need to Open Their Books

•   WSJ(James Freeman): When Politicians Talk About Infrastructure

•   WSJ(Gerard Baker): Joe Biden’s Presidency Is Incredible—No, Really

•   WSJ(Marty Makary): Covid Confusion at the CDC

•   NYT(Gail Collins, Bret Stephens): Covid Isn’t Finished Messing With Politics

•   NYT(Peter Coy): What Game Theory Says about China’s Strategy

•   NYT(Oriana Skylar Mastro): How Afghanistan Changed China's Taiwan Calculus

•   WP(Jennifer Rubin): Biden’s covid order for big employers isn’t unconstitutional. It’s ordinary.

•   WP(David Yamamoto): In my community, Biden’s vaccine mandates could put more lives at risk

•   Bloomberg(Mark Gongloff): The Good-Paying Factory Job Is a Dying Breed

•   Bloomberg(Conor Sen): Amazon and Walmart are Winning the Labor Market Wars

•   Bloomberg(John Authers): Biden's Saigon Moment Raises Political Risks for Markets

•   Bloomberg(Andreas Kluth): Heirs of East German Dictatorship Could Creep Into Power With September Vote

•   Bloomberg(Lionel Laurent): U.K. Canceling $1.7 Billion Vaccine Contract With Valneva Is a Bizarre Rug-Pull

•   Bloomberg(Therese Raphael): Rising Energy Prices in U.K., Europe May Hurt Everyone This Winter

•   CNBC(Kristalina Georgieva, Patrick Verkooijen): We have a final opportunity to respond to climate change. Will we take it?

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

•   매경(조동철): 그 높던 금리는 왜 낮아졌을까

•   문화(사설): 탄소중립시민회의 만들어 ‘탈원전 세뇌’ 나선 文정부

•   헤럴드경제(사설): 전기·가스료 인상대기, 피할 수 없는 코로나 청구서