Business Intelligence Monitor 210915

(Introduction)

[Markets]

•   Global: Global markets fall after data shows U.S. inflation cooling

•   US: Bonds rally and bank stocks fall on signs US inflation levelling off

•   Metals: Industrial metals rally takes a breather on China worries

•   Iron ore: Iron ore price down on fears of regulatory controls

•   Grains: Wheat firms 2% on global supply cuts

•   한국: 코스피 0.67% 상승…3,140대 회복

•   한국: 두산그룹주 다 올라, 두산 5%대 뛰고 두산중공업 3%대 올라

[Indicators]

•   US 2020 Household income: Census Figures Show Americans’ Incomes Fell in 2020

•   US Aug. CPI: Inflation Eased in August, Though Prices Stayed High

※   Consumer-price index rose 5.3% from a year before as supplies and labor continued to drive up prices

•   US Aug. NFIB Business optimism index: Confidence Among U.S. Small-Business Owners Increased Slightly in August -- NFIB

•   UK Aug. Employment: UK job vacancies shoot past 1m for first time

•   India Aug. WPI: WPI inflation rises to 11.39% in August as prices of non-food articles, minerals harden

•   한국 상반기 카드 이용액: 올 상반기 법카 15%-개인카드 이용액 9% 늘어

•   한국 7월 통화량: 시중 통화량 32조 급증···기업·가계 모두 자금 늘려

•   한국 8월 ICT 수출: 지난달 ICT 수출, 34개월 만에 200억달러 돌파

[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: What’s Your Raise Really Worth? Inflation Has Something to Say About It.

•   WSJ: Democrats Put Off Hard Decisions on $3.5 Trillion Spending Plan for Now

•   WSJ: Democratic Tax Plan Would Hit Million-Dollar Households Hardest, Analysis Shows

•   WSJ: Estate Taxes Are Easy to Avoid. House Democrats Want to Change That.

•   WSJ: For the Fed, Inflation Doesn’t Matter...for Now

•   WSJ: Bill Gates Says We Aren’t Ready for the Next Pandemic

•   WSJ: World’s Oil Supply Pressured by Hurricane Ida, Other Outages

※   IEA: Oil Market Report - September 2021

•   WSJ: Healthcare Workers, Hospitals Spar Over Covid-19 Vaccine Mandates

•   WSJ: Big Truckers Say Vaccine Mandate Could Push Drivers Away

•   WSJ: U.S., EU Seek Global Pledge to Slash Methane Emissions by 2030

•   WSJ: Asia’s Covid-19 Success Stories Warily Ponder Post-Vaccination Moves

•   WSJ: Russia’s Vladimir Putin Self-Isolating After Covid-19 Exposure in Inner Circle

•   WSJ: Iranian Guards Physically Harassed Female U.N. Nuclear Inspectors, Diplomats Say

•   WSJ: Gary Gensler Focuses on Crypto Trading Platforms in Senate Hearing

•   WSJ: New iPhone 13 Pro and Watch Series 7 Unveiled at Apple Event

※   Latest iPhone lineup includes models offering longer battery life, new camera features, optional memory upgrades

•   WSJ: Apple, Google Could Still Win From App Store Loss

•   WSJ: Amazon Adding 125,000 Workers in U.S., Opening Dozens of Facilities

•   WSJ: Offices Reopen With Safety Plans, but Big-City Commutes Spook Workers

•   WSJ: Boeing Raises Outlook on Travel Rebound

•   NYT: California Voters to Decide Whether to Recall Newsom

•   NYT: Elizabeth Warren Asks the Fed to Break Up Wells Fargo

•   WP: Biden to ask global leaders to make new commitments to fight coronavirus

※   Biden plans to ask for worldwide commitments at virtual summit next week

•   WP: Blinken testifies in Senate about Afghanistan withdrawal

•   WP: The Merkel era is about to end

•   WP: India under pressure to resume coronavirus vaccine exports with cases down

•   FT: Making the UK case for Covid boosters

※   Campaign will rely on BioNTech/Pfizer vaccine, joining other wealthy countries offering additional jab

•   FT: Biden’s suggestion of summit with Xi falls on deaf ears

•   FT: UN calls for reform of $540bn farming subsidies to help climate

•   FT: Norway vote puts Scandinavia’s social democrats back in driving seat

•   FT: Spain to claw back €3bn from utility groups as energy prices soar

•   FT: UK postpones imposing checks on EU goods until 2022

•   FT: Johnson wins Commons backing for health and social care levy

•   FT: England to reintroduce Covid restrictions if NHS becomes overwhelmed

•   FT: UK to phase out free rapid Covid tests by spring, believes supplier

•   FT: US consumers still spending despite Delta risk, banks say

•   FT: Myanmar violence mounts after shadow government embraces ‘war’

•   FT: Taiwan’s chances of joining Asia’s trade pact are dwindling

•   FT: Hedge funds riding crypto wave post bumper returns

•   FT: Crypto bosses say Coinbase is ‘fighting the good fight’

•   FT: The next Big Tech battle: Amazon’s bet on healthcare begins to take shape

•   FT: Alipay break-up is power grab by China’s government

•   FT: Chevron to spend $10bn on clean energy push

•   FT: The flexibility factor: who is going back to the office?

•   FT: Investment banks accelerate efforts to automate junior ‘grunt work’

•   Bloomberg: Delta’s Force Hits Economies From U.S. to China in Real-Time

•   Bloomberg: Global Debt Hits Record $296 Trillion as World Lockdowns Ease

※   Global debt grew $4.8 trillion in the second quarter, IIF says

•   Bloomberg: Two-Thirds of Businesses Around the World Are Struggling to Hire

•   Bloomberg: Thousands of Covid-Like Infections Show Risk of Next Pandemic

•   Bloomberg: Post-Lockdown Surge May Be Starting to Fade: Chart

•   Bloomberg: Federal Vaccine Mandate May Overwhelm US Covid Testing Capacity

•   Bloomberg: Hiring Difficulties Cloud France’s Economic Recovery

•   Bloomberg: Draghi Ready to Intervene Again as Italy’s Power Prices Soar

•   Bloomberg: ECB’s Jens Weidmann Says Banks Shouldn’t Be Cosseted in Digital Money Plans

•   Bloomberg: Iran Demotes Top Nuclear Diplomat in Foreign Ministry Reshuffle

•   Bloomberg: WHO Says India May Resume Covid-19 Vaccines to Africa This Year

•   Bloomberg: China Locks Down City of 4.5 Million as Delta Surges Again

•   Bloomberg: Malaysia to Ease More Virus Curbs as Pandemic Fatigue Worsens

•   Bloomberg: China Hires Advisers on Evergrande as Restructuring Looms

•   Bloomberg: China Dollar Bond Demand Surged in August Despite Evergrande

•   Bloomberg: ‘Distorted’ TIPS Face Reality Check as Fed’s Tapering Looms

•   Bloomberg: World’s Top Copper Supplier Trims Price Forecast as China Slows

•   Bloomberg: Iraq Makes a Sharp Cut to U.S. Oil Price, in Contrast to Saudi

•   Bloomberg: Commodity Shipping Rates Post Biggest Daily Gain in a Decade

•   Bloomberg: China to Sell First Batch of Crude Oil From Reserves on Sept. 24

•   Bloomberg: Russia’s Oil Output Jumps as Effect of Gazprom Fire Wanes

•   Bloomberg: Caterpillar CEO Says Worker Shortage Adds to Supply-Chain Snags

•   Bloomberg: Shipping Lines Are Doubting Whether This Freight Rally Has Legs

•   Bloomberg: Senators Vow to Probe Facebook’s Knowledge of Risks to Girls

•   Bloomberg: European Steel to Miss Climate Goals Without Technology Shift

•   Bloomberg: U.S. Solar Gets More Expensive in Threat to Climate Change Fight

•   Bloomberg: Energy Crunch Should Spur Green Shift, EU Climate Chief Says

•   Bloomberg: BHP’s Net-Zero Targets Don’t Include Its Steelmaking Customers

•   Reuters: Biden’s Nuclear Envoy Tells North Korea Door Is Open for Talks

•   Reuters: U.S. House Democrats seek to roll back Trump tax cuts for wealthy, corporations

•   Reuters: U.S. judge blocks N.Y. vaccine mandate for healthcare workers

•   Reuters: U.S. says federal employees must be vaccinated by Nov. 22

•   Reuters: U.S. to buy 1.4 mln additional doses of Regeneron's COVID-19 therapy

•   Reuters: Dutch ease COVID-19 measures, introduce 'corona' pass

•   Reuters: Ex-U.S. intelligence operatives in UAE hacking case will cooperate with FBI to avoid prosecution

•   Reuters: Thousands protest against Taliban in Kandahar over evictions

•   Reuters: Japan's Q3 growth forecast more than halved on COVID-19 impact

•   Reuters: Myanmar's Suu Kyi returns to court but still 'somewhat dizzy'

•   Reuters: EXCLUSIVE Indonesia aims to reopen to foreigners in November - minister

•   Reuters: Indian study finds big drop in COVID antibodies within four months of vaccination

•   Reuters: CureVac slashes COVID-19 vaccine production plans

•   Reuters: Explainer: How China Evergrande's debt troubles pose a systemic risk

•   Reuters: Analysis: China's house of cards - Evergrande threatens wider real estate market

•   AP: Biden turns to Colorado to pitch investments in clean energy

•   CNBC: Giving Covid booster shots to healthy people is 'not right,' WHO says

•   CNBC: Pfizer CEO says Covid vaccine data for kids under age 5 may come in late October

•   CNBC: Solar prices jump as supply chain issues and raw material costs weigh

•   CNBC: America is short more than 5 million homes, and builders can’t make up the difference

•   CNBC: Firm behind 'most powerful tidal turbine' to head up new project

•   SCMP: China’s busiest container-shipping ports in Shanghai, Ningbo begin to reopen after Typhoon Chanthu

•   Caixin: Battery Giant CATL Invests $2 Billion to Boost Lithium-Ion Product Output

•   Nikkei Asia: China and ASEAN push for timely RCEP start as Jan. 1 looms

•   Nikkei Asia: Koizumi endorses Kono as Japan's next ruling party chief

•   Nikkei Asia: China tells Japan's PM candidates not to meddle in internal affairs

•   Nikkei Asia: Japan's LDP race throws wrench into post-Kuroda BOJ preparations

•   Nikkei Asia: Japan's Ishiba will not run for LDP leadership, likely to back Kono

•   Nikkei Asia: EU pushes for deeper Indo-Pacific ties in face of China concerns

•   Nikkei Asia: Myanmar, a violent tale of two governments

•   Nikkei Asia: U.S. freed from burden of high crude oil prices

•   Economic Times: Global businesses confident about investing in India, 44% business planning investments: Deloitte

•   OilPrice.com: Are ETF Investors Too Optimistic About Electrification?

•   Industrial Vehicle Technology: Doosan launches productivity-boosting 9-Series reach trucks

•   Modern Materials Handling: Going autonomous: Is RaaS in your future?

•   DIGITIMES: SMIC to build additional, considerable 28nm and above process capacity

•   DIGITIMES: US chip vendors increasingly shift orders from China foundries

•   매경(P1): 폼페이오 "겉과 속 다른 중국이 北비핵화 막았다"

•   매경: "삼성전자 美반도체 공장, 한미 동맹 최고 성공 사례다"…폼페이오 전 국무장관 인터뷰

•   매경: 샌델 "韓 계층사다리 더 벌어져…개천의 용 못나와"

•   매경: 애쓰모글루 "기본소득, 공공경제학 원칙에 어긋나"

•   매경: 나라마다 코로나 탈출 속도 제각각…선진국 경제회복 빨라질것

•   매경: "韓증시 신성장산업 비중 77%…코스피 전망 긍정적"

•   매경: "기업들, 코로나에 강해져…이젠 급격한 경제위축 없을것"

•   매경: ESG 대가 "기업가정신이 기술 키우고, 기술이 국가 살려"

•   매경: 190개국 '탄소중립의 시간' 다가와…기후변화 대응 서둘러야

•   매경: 코로나사태 돌파한 경험, 기업에 귀중한 경영도구

•   매경: "美, 애플·구글 뛰놀게 하니…우주개척시대 가속도 붙었다"

•   매경: 체르노빌 사고현장·우주발사대 점검, 수백마리 '로봇개' 이미 활약 중이죠

•   매경: 車가 집처럼 변신, 가전이 바꿀 미래

•   매경: "한국 기술·일본 경험 합쳐 수소생태계 만들자"

•   매경(P1): 김부겸·이재용 의기투합…청년일자리 3만개 만든다

•   매경(P1): 카카오T 유료호출 폐지…꽃배달도 철수

•   매경: 카카오모빌리티 사업조정…상장 더 늦어질듯

•   매경: "내 돈 다 사라지나요?"…코인거래소 35곳 문 닫을 듯, 대응 방법은?

•   매경: "가상화폐도 금융자산…주식처럼 세금공제를"

•   매경: [단독] 산업계 이어 한수원까지…"원전 추가로 건설해야" 강조

•   매경: "정부 신재생案 감당 불가"…지자체들도 일제히 반발

•   매경: 현대차·기아, 전기차 인프라 구축 속도전

•   매경: "따상 못해도 따는 간다?" 17일 상장 현대중공업 전문가 전망은?

•   매경: 금리인상으로 방향 틀었는데…한은, 1% 이상으로 올릴수 있을까[빅픽처]

•   매경: "금리 오른다…나 어떡해"…여의도 최고수 4인에 물었더니

•   매경: "금리 오르면 채권값 하락…채권투자 비중은 줄여라"

•   매경: "4분기엔 돈 벌 수 있을까"…실적 유망 업종 뜯어봤더니

•   한경(P1): 車산업 흔들 '광주모터스 실험' 시작됐다

•   한경: 광주형 일자리 첫차 '캐스퍼'…문 대통령도 온라인서 직접 구매

•   한경: 에디슨모터스, 군산서 전기차 양산…LG화학은 구미에 양극재 공장

•   한경: 망할 거라던 '연봉 3500만원' 공장, '캐스퍼' 공개되자 반전

•   한경(P1): 'OS 갑질' 구글에 과징금 2074억

•   한경: 앱 개발사들 '30% 수수료' 피할 길 열려

•   한경: "안드로이드만 써라" 삼성·LG 압박한 구글…'경쟁 OS' 진입 막아

•   한경: 구글 "안드로이드 생태계 고려 안해…항소할 것"

•   한경: "민간주도가 낫다" 오세훈표 재개발 인기…고덕·장위 등 주민 동의

•   한경: '소득하위 40%' 자가보유 47% 역대 최저

•   한경: 정부 제동에도…은행 점포 90곳 문 닫았다

•   한경: LG유플러스, 5G 자율주행로봇 상용화 가속

•   한경: "올겨울 유가 100달러 간다"…정유주·ETF '가열'

•   한경: 기업들 앞다퉈 '부동산 영끌'…구입액 1.5조, 6년새 10배 급증

•   한경: 경남, 수소산업 플랫폼 구축

•   한경: 방역당국 "청소년은 접종 실익 크지 않다"

•   서경(P1): [시그널] "긴축시대 온다" 기업 현금확보 전쟁

•   서경: "금리 뛰기 전 곳간 채우자" 발행 앞당겨···5%대 고금리 제시도

•   서경: 국채금리 1.5% 돌파···상승 속도 가팔라질 듯

•   서경(P1): '분양가 개편'에 서울 2만가구 공급 올스톱

•   서경: '수천만원 명품'도 클릭으로···MZ세대 "백화점 안 갑니다"

•   서경: '착한 투자' 글로벌 메가 트렌드···국내 ESG펀드 순자산 5조 넘었다

•   서경: IT부터 배터리·자동차·화학까지···美 GVC 재편 올라타는 韓기업들

•   서경: “글로벌 백신공급 불균형 해소 못하면 사망률 2배”

•   조선(P1): 北영변서 이번엔 우라늄 농축 징후

•   조선: 다탄두 ICBM? 정찰위성?... 김정은 발언으로 본 다음 도발은?

•   조선: 전세 신규·갱신계약 가격차… 서울 1억원 가까이 벌어졌다

•   조선: 3년 넘게 취업 않는 ‘방콕 청년’ 10만명

•   조선: “원화, 비트코인 거래화폐 세계 3위”

•   조선: “탄소중립 이루려면 재생에너지와 소형원전 모두 필요”

•   조선비즈: 사업 분할에 푹 빠진 SK… 시장 신뢰 관건은 ‘이사회 중심 경영’

•   조선비즈: “원전은 청정에너지”… 美, 폐로 앞둔 원전 8225억원 들여 재가동

•   조선비즈: 쏟아지는 중국産 덕에… 보급형 전기차 가격 낮아진다

•   인베스트조선: 소수점 주식 거래 허용?..."대체수단 많아 시장 영향 미미"

•   중앙: 어제 확진자 80%가 수도권, 추석 연휴 전국 번질까 비상

•   중앙: 요즘 MZ세대 채용법…라방서 상품 팔듯, 메타버스 게임하듯

•   동아(P1): [단독] 코로나도 통원치료… ‘자가+대면진료’ 시스템 첫선

•   동아: [단독] 美, 핵태세보고서에 ‘北 단거리미사일의 核위협’도 포함 검토

•   동아: 전세난에 빌라로… 서울 평균월세 62만-보증금 5684만원 역대최고

•   문화(P1): 올해 세종시 특공 1건당 시세차익 5억

•   문화(P1): 사회적기업 ‘위법’에도 당국 ‘솜방망이 처벌’뿐

•   문화: 삼성 vs 인텔 vs TSMC… ‘美 반도체 보조금 확보 전쟁’ 불붙었다

•   문화: ‘기술 안보’에 흔들리는 반도체 M&A… 美·中·英·伊 등 정부서 급제동

•   문화: ‘공해배출 0’ 수소, 주요 에너지원으로… 30년뒤 시장규모 ‘2938조원’

•   문화: ‘스마트 그린 産團’ 전환하니… 창원산단 수출·매출 모두 반등

•   한국(P1): "극단적 선택 갈림길" 자영업자 1000여명 단톡방엔 '살려달라' 절규

•   한국(P1): 추석 8명 모일 수 있다 할 땐 언제고... 정부 "고향 방문 소규모로" 호소

•   한국: 노조 스티커 없는 중장비 들어오면 바로 실력행사... '부울경은 민노천하'

•   한국: 컨트롤타워 없는 정부 '건설노조 갑질 방치', 법도 유명무실

•   한국: '전세의 월세화' 가속에...서울 평균 월세 첫 100만 원 돌파

•   머니투데이(P1): 전세대출 조일까, 말까…금융당국 '진퇴양난'

•   머니투데이: "집값 오른 게 전세대출 탓?"...돈줄 막으면 '서민·실수요자' 직격탄

•   머니투데이: 이미 조일대로 조인 '전세대출'…수도권선 갭투자 어렵다

•   머니투데이: 200일 만에 '깜짝 반전'…韓 1차 접종률, 35위→6위로 껑충

•   머니투데이: '1회 접종' 얀센 추가접종 가능성…"중증 예방효과 충분치 않다"

•   헤럴드경제: “지주사 실적 좋은데...개미들이 외면하네”

•   아시아경제(P1): 카카오 김범수 발목잡은 '100人 CEO 육성'

•   아시아경제(P1): "세계 2위 韓반도체 위상, 강한 도전받아…정부 정책적 지원필요"

•   디지털타임스(P1): 현대차 이어 삼성중공업도 `제조업 탈중국`

•   디지털타임스: "로봇이 만든 커피·피자 드세요" 고속도로 휴게소 비대면서비스

•   이데일리(P1): 탄소중립 속도전 선언한 정부…기업들은 아우성

※   청와대: 제40회 국무회의(영상) 개최 결과 관련 임세은 부대변인 서면브리핑

※   산업부: 산업부 장관, 국가온실가스감축목표(NDC) 상향 관련 주요기업 간담회 개최

•   이데일리: "탄소배출 많은 철강·석화는 감산하란 말…인프라 등 지원부터"

•   이데일리: "기업 홀로 감당할 범위 넘어"…2030 탄소감축 속도조절론까지

•   이데일리: 몇달 새 2~3배 뛰는 건 예사…방치된 탄소배출권 널뛰기

•   연합: 오늘 다시 2천명대…수도권 급확산세에 '추석 방역' 초비상

•   연합: 삼성 폴더블폰 '깜짝인기'에…등판설 갤S21 FE 출시 '미궁속'

•   e대한경제: 시작부터 고배?…동유럽 원전 수출 ‘위기’

•   글로벌이코노믹: 두산 vs SK ‘무주공산’ 수소드론 시장에서 격돌

•   CEO스코어데일리: 코로나19 속 위기관리 잘했다…좀비기업 1년새 절반 줄어든 9곳

•   에너지경제: 수술대 오른 탄소중립시대 에너지정책(中)…"에너지복지, 연료비 지원서 저탄소 구조로 개편 필요"

•   에너지경제: 아시아 LNG 가격 고공행진…동절기 수급 위기 우려

•   전자신문: 현대차 美 재고 바닥…'반도체 수급' 또 비상

•   전자신문: [창간특집] 새로운 집의 탄생 : 집이 일하고 배우고 놀고 만나는 공간으로

•   전자신문: [창간특집]슬기로운 '집콕'생활...스마트홈 시대 활짝

•   전자신문: [창간특집] '집콕'으로 확 늘어난 전력수요...수요 관리 인프라로 해결

•   ZDNet Korea: "갤럭시Z플립3, 폴더블폰 중 최다 판매 예상"

•   로봇신문: 中 정부 "로봇 산업 정책 5개년 계획 수립 중"

[Opinions]

•   Project Syndicate(Gergely Karácsony): How Democracy Can Win Again

•   Project Syndicate(Ana Palacio): European Strategic Autonomy After Afghanistan

•   Project Syndicate(Jorge Gastelumendi): Latin America's Burning Challenge

•   FT(Editorial Board): Containing coronavirus through a second winter

•   FT(Editorial Board): Alipay break-up is power grab by China’s government

•   FT(Chris Giles): Brexit has become an exercise in quiet damage limitation

•   FT(Sarah O'Connor): We are creeping towards a continuous working week

•   FT(Helen Thomas): Policy smog is holding back UK net zero progress

•   FT(Jamie Powell): Inflation panic? Don’t tell the bond market

•   WSJ(Editorial Board): Here Comes the Biden Tax Bill

•   WSJ(Editorial Board): Iran’s Dangerous Nuclear Dance

•   WSJ(Walter Russell Mead): American Global Leadership Is in Retreat

•   WSJ(William A. Galston): Will Biden’s Vaccine Mandates Hold Up?

•   WSJ(Allysia Finley): The Case for Covid Booster Shots Is Strong

•   NYT(Emma Pierson, Jaline Gerardin, Nathaniel Lash): The Lives Lost to Undervaccination, in Charts

•   NYT(Binyamin Appelbaum): Bitcoin in El Salvador Shows the Fantasy Is Getting Real

•   WP(Katja Hoyer): Germany is ready for change. But the politicians are playing it safe.

•   Bloomberg(Tyler Cowen): Seemingly Irrational Covid Behavior Can Be Explained by Economics

•   Bloomberg(Brian Chappatta): Inflation ‘Beat’ Expectations by Falling Short

•   Bloomberg(John Authers): A Debt-Fueled Stock Buyback Wave May Not Be What Investors Need

•   Bloomberg(Tae Kim): Apple’s New IPhone 13 May Be the Weakest Upgrade Ever

•   Bloomberg(Matthew G Yglesias): The Weak Progressive Case Against Jerome Powell

•   Reuters(John Kemp): Fund managers focus on middle distillates

•   조선(한삼희): ‘2050 탄소중립案’ 짜면서 비용은 생각도 안해봤다니

•   중앙(주한규): 편파 시비 탄소중립시민회의 중단해야