Business Intelligence Monitor 210916

(Introduction)

[Markets]

•   Global: Global shares edge higher on Wall Street strength, crude price surge

※   U.S. oil rose by more than $2 on Wednesday after stockpiles fell last week to their lowest since September 2019

•   Metals: Copper prices climb on weak U.S. inflation

•   Iron ore: Iron ore price plunges on falling steel output

•   Grains: Corn, soybeans climb, wheat up on tighter global supply

•   한국: 코스피 3,150대 회복…외국인 사흘째 순매수

•   한국: ‘혁신 빠진’ 아이폰13 실망매물 쏟아져… LG이노텍 5%↓

•   한국: 두산그룹주 상승 많아, 두산 2%대 오르고 두산밥캣 1%대 밀려

[Indicators]

•   US Aug. Industrial production: After Ida hits, August industrial output gains slow to 0.4%

•   US Aug. Export·Import prices: U.S. import prices fall for the first time in 10 months as inflationary pressures ease

•   US Aug. Construction input prices: Input Prices Decline in August, Up 21% from 2020

•   US Aug. Construction backlog : ABC’s Construction Backlog Indicator Plummets in August; Contractor Confidence Down

•   US Sep. Empire State manufacturing index: New York Manufacturing Expands More Than Forecast, Prices Rise

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers jumps to highest level since April, after new listings rise all summer

•   Eurozone Jul. Industrial production: Euro zone production stronger than expected in July

•   UK Aug. CPI·PPI: UK inflation surges to 3.2% as food and transport costs rise

•   China Aug. House prices: China's cooling measures curb new home price growth, property investment

•   China Aug. Industrial production, etc.: China’s Economic Recovery Is Looking Gloomier

※   Retail and property sectors show weakness amid a fresh outbreak of Covid-19 and tighter government regulations

•   Japan Jul. Machinery orders: Japan July machinery orders up 0.9% on high demand from manufacturers

•   Japan Sep. Reuters Tankan index: Japan manufacturers' mood falls to 5-month low in Sept Tankan

•   Brazil Jul. Economic activity: Brazil’s Economic Activity Slowed Less Than Expected in July

•   Indonesia Aug. Balance of trade: Indonesia's August exports, trade surplus hit record as resources boom

•   한국 2분기 기업경영분석: 2분기 기업 매출 18.7%↑ '사상 최대'

•   한국 8월 고용: 8월 취업자 52만명 늘었지만…도소매·음식숙박 -15.1만명

•   한국 주간 아파트 가격(부동산원): 꿈쩍않는 수도권 집값… 13년 만에 최고 상승

[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: FDA Says Covid-19 Vaccines Remain Effective Without Boosters

※   Agency scientists express skepticism that an apparent diminished protection is rendering the vaccines ineffective

•   WSJ: Biden Meets With Top Executives on Covid-19 Vaccine Mandate

•   WSJ: California Gov. Gavin Newsom Wins Recall Election

•   WSJ: In California Recall Results, Democrats See a Road Map, Republicans See a Warning

•   WSJ: High Steel Prices Have Manufacturers Scrounging for Supplies

•   WSJ: How the U.S. Nailed the Economic Response to Covid-19

•   WSJ: Derby’s Take: Fed Faces Inflation Cross Currents Ahead of FOMC Meeting

•   WSJ: China Stymies Once-United U.N. Panel on North Korea Sanctions

•   WSJ: Tokyo Olympics Didn’t Worsen Covid-19 Spread, Data Suggest

•   WSJ: Uranium Heats Up, and Hedge Funds Score

•   WSJ: Facebook Tried to Make Its Platform a Healthier Place. It Got Angrier Instead.

•   NYT: Biden announces a defense deal with Australia in a bid to counter China.

※   announcing that the United States and Britain would help Australia to deploy nuclear-powered submarines

•   NYT: North and Central America are driving a hemispheric coronavirus surge, the W.H.O. says.

•   NYT: Study of Booster Shot Benefits Fans Debate Over Extra Doses

•   NYT: The U.S. makes coronavirus vaccinations mandatory for new immigrants.

•   NYT: Best Stimulus Ever?

•   NYT: Could Navalny’s ‘Smart Voting’ Strategy Shake Up Russia’s Election?

•   NYT: Walmart will test a self-driving delivery service with Ford and Argo.

•   WP: White House considered requiring vaccines for international air travel

•   WP: 1 in 500 Americans have died of covid-19 since the pandemic began - Washington Post

•   WP: Dismissal of China Initiative cases boosts questions of fairness

•   WP: The U.S. was a global leader in vaccinations. Now it’s falling behind.

•   FT: EU proposes new infrastructure programme to rival China

※   European Commission: 2021 State of the Union Address by President von der Leyen

•   FT: Economy, defence and vaccines to dominate EU policy plans

•   FT: Fire at UK-France electricity subsea cable triggers new price surge

•   FT: ‘Post-Covid’ remains a mirage for many developing economies, warns UN

※   UNCTAD: Trade and Development Report 2021

•   FT: Scholz summoned before German MPs over money-laundering scandal

•   FT: German liberal leader signals bumps on road to ‘traffic-light’ coalition

•   FT: Quick approval of Nord Stream 2 would balance gas prices in Europe, says Russia

•   FT: EU must offer €20bn if it wants more chip production, says Soitec chief

•   FT: Why Europe fears a gas crunch even before winter demand begins

•   FT: Boris Johnson recasts government with big cabinet shake-up

•   FT: Pre-departure Covid tests to be scrapped for travellers into England with jabs

•   FT: Prime minister swings axe to kill perception of No 10 drift

•   FT: Johnson draws property industry’s ire over watered-down planning reforms

•   FT: ‘A humiliating climbdown’: centrist Democrats chip away at Biden’s tax rises

•   FT: Chinese land auction blunder undercuts Xi’s inequality crusade

•   FT: Cryptocurrency: rise of decentralised finance sparks ‘dirty money’ fears

•   FT: Dalio warns regulators will ‘kill’ bitcoin if it becomes too successful

•   FT: Nikola shows its first viable electric truck to the world: ‘It’s real!’

•   FT: Iberdrola warns of ‘protectionist’ risk to US offshore wind sector

•   Bloomberg: Yellen’s Treasury Work Blunted With Many Key Posts Unfilled

•   Bloomberg: Powell Gains Ground in Senate While Key Democrats Stay on Fence

•   Bloomberg: U.S. Covid Vaccinations Slide Again Ahead of Biden Mandates

•   Bloomberg: Pandemic Inflation Has Flipped: Now It’s the Rich Who Pay More

•   Bloomberg: Lagarde Says Europe’s Next Economic Test Is Delivering Change

•   Bloomberg: German Inflation Hysteria Mysteriously Missing Before Vote

•   Bloomberg: EU’s Vestager Warns Against Relying on ‘Very Big Chip Producers’

•   Bloomberg: African Central Banks Seen Holding Rates on GDP Growth Concerns

•   Bloomberg: Argentina Cabinet Revolt Puts Fernandez in Political Crisis

•   Bloomberg: Commodity Price Surge Spurs Australian Explorers to Get Digging

•   Bloomberg: China Casino Crackdown Sends Stock Prices Down, Leaves Macau's Future in Doubt

•   Bloomberg: Global Warming Set to Pass 1.5° C as Pollution Plans Fall Short

•   Bloomberg: Fed, Climate Change Collide in Tussle Over Who Becomes Chair

•   Reuters: U.S. House Democrats advance tax-hike plan as rifts open over Biden spending bill

•   Reuters: China Evergrande's liquidity crisis deepens, report flags interest payment miss

※   Major banks braced for Evergrande Sept loan interest miss-report

•   Reuters: Germany's hydrogen dream needs gas for transition, industry says

•   Reuters: China has fully vaccinated 91% of students aged 12-17 against COVID -state media

•   Reuters: BOJ's Kuroda upbeat on Japan Inc despite supply disruptions

•   Reuters: Analysis: ECB sees a new inflation 'hump' as prices surge

•   Reuters: Analysis: Biden's lofty climate goals collide with political, economic reality

•   Reuters: Analysis: U.S. hopes COVID vaccine boosters will decrease not just deaths, but virus spread

•   Reuters: Analysis: China's hard climate stance with U.S. imperils Glasgow talks

•   CNN: Welcome to the Delta economy: You can't always get what you want when you want it

•   CNBC: Joe Biden meets with Joe Manchin, Kyrsten Sinema about $3.5 trillion bill

•   CNBC: House capital gains tax better for the super rich than Biden plan

•   SCMP: With few options to rein in North Korea, missile launches won’t stop: analysts

•   SCMP: Coronavirus: The debate over claim it came from Wuhan Institute of Virology laboratory

•   Global Times: China's top diplomat urges US to correct wrong China policies

•   Global Times: Sinopharm and Sinovac expand supply to Singapore amid study on non-mRNA boosters

•   Nikkei Asia: Toyota ditches signature 'just-in-time' to fight chip crunch

•   Nikkei Asia: Japan lays groundwork for 'level 4' autonomous driving

•   Nikkei Asia: Sony accelerates green push in image sensor business

•   Nikkei Asia: U.S. chipmaker GlobalFoundries to double auto chip output for 2021

•   Nikkei Asia: Analysis: Wolf warriors fall silent as Xi ponders U.S. strategy

•   DIGITIMES: Xiaomi unveils concept smart glasses

•   DIGITIMES: TSMC forecast to post 24% revenue growth in 2021, says IC Insights

•   DIGITIMES: Cobot market outlook promising

•   매경(P1): "유동성 파티 끝났다…내년 자산거품 꺼진다"

•   매경: "美성장주 비중 줄이고…20% 이상 싼 유럽주식 담아라"

•   매경: 네슬레 CEO "환경문제 터지면 사업 타격, 지금은 ESG 점수 높아야 투자받는 시대"

•   매경: 부테린 "10년 뒤엔 메타버스 생활·가상화폐 거래 일상된다"

•   매경: 앨리슨 "中, 노골적 패권 지향" vs 자칭궈 "美, 일방적인 中 때리기"

•   매경: 앤드루 김 "바이든 정권 초기가 협상 적기…美, 北에 로드맵 제시해야"

•   매경: 맥킨지 "젊은 아시아 잡아야…10년내 소비 10조달러 더 늘것"

•   매경: 메타버스, 재미와 융합…의료·돌봄 영역에서 좋은 도구 될수있어

•   매경: "2050년 탄소중립 실현외엔, 인류에 다른 선택지는 없어"

•   매경(P1): 中企·소상공인 대출만기 재연장

•   매경: 인천에 국내 첫 액화수소 플랜트·충전소

•   매경: 광주형 일자리 첫 작품 '캐스퍼' 돌풍…사전계약 첫날 1만9천대

•   매경: 현대차·OCI, 美발전사 제휴…배터리 재활용 현지 전력공급

•   매경: 현대차·LG엔솔, 印尼 배터리셀 합작공장 착공

•   매경: "대형주 너만은 믿었건만"…반도체 화학 이어 플랫폼 주가 급락에 동학개미 속탄다

•   매경: [Science in Biz] 세계가 친환경으로 갈수록 에너지 창고 'ESS'는 뜬다

•   한경(P1): '집값 잡기' 다급한 정부…非아파트 규제 푼다

※   기재부: 제30차 부동산시장 점검 관계장관회의 개최

•   한경: 투기 우려에도 "오피스텔 공급 늘리자"…중대형 바닥난방 허용

•   한경: 신규 단지 분양가 책정 때 규모 비슷한 인근 시세 반영

•   한경(P1): 빅테크 CEO 소집한 고용부 장관 "채용 늘려라"

•   한경: 메타버스 운만 띄웠는데…중국서도 관련주 급등

•   한경: 韓 "반도체 과세 모호…디지털稅 속도조절 해야"

•   한경: 국민은행, 주담대·전세대출 금리 열흘 만에 또 인상

•   한경: '수소엔진' 장착…날아오른 코오롱그룹株

•   한경: "골디락스 접어든 삼성전자, 3분기 실적 기대 커진다"

•   한경: "원전 확대 불가피"…우라늄株 급등

•   한경: "상법·자본시장법 제각각 친족 범위, 2촌으로 좁혀야"

•   한경: 최근 코로나 확진 3명 중 1명, 백신 덜 맞은 '불완전 접종자'

•   서경(P1): 오세훈 “재개발·재건축 정상화···2030년까지 50만가구 공급”

•   서경(P1): '카카오 불똥' 튈라···쿠팡·배민·야놀자도 상생안 내놓는다

•   서경: 문어발 확장→철수→해외사업 확대...플랫폼 상생, 8년전 네이버 '데자뷔'

•   서경: 카드 캐시백은 스벅·배민서도 된다...성인 대상·외국인 포함

•   서경: 홍남기, 대정부질문서 설전..."가상자산 과세 못 미뤄"

•   서경: 탄소중립의 대안 SMR···정부 5,800억 규모 예타 신청

•   서경: 상반기 FDI, 전년비 72% 뛴 131억달러···소부장에 13억달러 몰려

•   조선(P1): 中 왕이 온 날, 北 탄도미사일 도발

•   조선: 방한한 왕이 “한국이 미국에 기운 건지 당신들 스스로 물어보라”

•   조선: 文대통령 4년간 기업 이익, 50년 만에 첫 마이너스 성장

•   조선: 내년 글로벌 반도체 장비 투자 1000억달러 이를 듯

※   SEMI: Global Fab Equipment Spending Projected to Reach New High of Nearly $100 Billion in 2022, SEMI Reports

•   조선: “뭉쳐야 산다” 전기차 플랫폼·배터리 동맹 속속 출현

•   조선: 탈원전 4년… 두산중공업의 한수원 수주액 56% ‘뚝’

•   조선비즈: 애플 아이폰13용 OLED, 한국이 싹쓸이…삼성 73%, LG 27%

•   조선비즈: “수입규제 조사 40% 줄었지만… 韓, 중국·러시아 다음으로 많아”

•   인베스트조선: '탄소' 버리고 '수소'로 뭉친 재계…수익 확보 갈길 먼데, 연속성 관건

•   인베스트조선: 사업조정·투자유치 여념없는 재계…누구의 '파이낸셜스토리'가 가장 뛰어난가

•   중앙(P1): “22명 극단 선택” 자영업자의 비극…39%는 폐업 고려

•   중앙: “한국 기후위기 책임감 부족, 탄소중립이 기업 살리는 법”

•   중앙: [View & Review] 구글 갑질 때리기…나라마다 타격점은 달랐다

•   동아: [단독]與 “국내외 플랫폼 기업에 디지털 소외층 상생기금 징수”

•   동아: 중국發 정유산업 위축… “그린플레이션이 온다”

•   동아: 시중은행 주담대 금리 줄줄이 오른다

•   문화: “재생에너지만으론 탄소중립 불가능…탄소법은 ‘탈원전 대못’ 박기”

•   한국(P1): 1인당 하루 47톤 옮기는 물류센터 노동자의 절규... "우리는 기계가 아니다"

•   한국: [단독] 문 대통령, 2030 탄소저감 목표 '35%→40%' 가닥... 그린 리더십 속도 낸다

•   국민: 文정부 고용률 역대 최고?… 알고 보니 ‘매해 신기록’

•   서울: 3자녀 의미 없는 ‘합계 출산율 0.84명’… 출생아 늘리기 궁여지책

•   한겨레: “석탄발전소 종말 가시권” 한전 호주 사업도 불발

•   머니투데이: [단독]"올해는 대표이사급만 와라"...4대 그룹 무더기 호출한 국회

•   머니투데이: 'M&A 큰손' 카카오 떠나면 어쩌나...벤처투자시장 '빨간불'

•   머니투데이: 삼바, 모더나 백신 곧 대량생산…"韓 먼저 달라" 요청에 답변 없어

•   머니투데이: 수백억대 뭉칫돈 빨아들이는 AI 기술, 스타트업들 '잭팟'

•   머니투데이: 삼성전자 3Q 영업익 전망치 17% '쑥'…8월 우려 과했나

•   헤럴드경제(P1): “추석은 무슨...” 자영업자 피눈물

•   파이낸셜뉴스(P1): 은행 '대출門' 좁히다 못해 닫힐 판

•   파이낸셜뉴스: 봉쇄 푸는 베트남… 삼성전자 공장 정상화 기대감

•   파이낸셜뉴스: 수소경제 뜬다, ETF로 몰리는 돈… 수익률도 선방

•   파이낸셜뉴스: 국산 코로나 백신 임상3상 흥행 … 백신주권 향해 달린다 [K-글로벌 백신허브화]

•   아시아경제(P1): [물류노조의 갑질]勞勞 싸움에 '눈물 젖은 빵'

•   아시아경제: [물류노조의 갑질]"불법파업으로 죽어가는 자영업자 살려달라"

•   아시아경제: 한 달 앞 민주노총 10월 총파업 덩치 커진다

•   디지털타임스: 하늘 위 한달간 머물며 재난감시, 꿈의 태양광 드론 띄운다

•   이데일리(P1): 車 제조에서 서비스로, 구매에서 구독으로…'모빌리티의 진화'

•   이데일리: 전기차 수요 급증에 리튬값 고공행진…치열해진 국내외 배터리사 '확보전'

•   연합: 오늘 2천명 안팎 …수도권 확산세에 추석 직후 전국 대유행 우려

•   연합: 유엔 안보리, 북 탄도미사일에 긴급회의…"명백한 제재 위반"

•   더구루: [단독] 현대차, 美 배터리 재사용 사업 나서…'CPS에너지'와 맞손

•   에너지경제: 원자재값 급등에 태양광 비용도 7년만에 증가세…기후변화 대응 ‘적신호’

•   에너지데일리: “중국 에너지저장 산업 급성장 한다”

•   전자신문(P1): '쌍용차 인수전' 에디슨모터스 등 최종 3개 업체 참여

•   전자신문: [창간특집]포스트 코로나 시대..디지털이 생활패턴을 바꾼다

•   전자신문: [창간특집]"오프라인 매장, 이젠 물류 허브"…유통공룡, 변해야 산다

[Opinions]

•   Project Syndicate(Chang-Tai Hsieh): Countering Chinese Industrial Policy Is Counterproductive

•   Project Syndicate(Robert Skidelsky): Where Has All the Money Gone?

•   Project Syndicate(Shlomo Ben-Ami): America's Flawed State-Building Enterprise

•   Project Syndicate(Pavlina R. Tcherneva): A Just Transition Needs a Job Guarantee

•   FT(Editorial Board): The many faces of ‘pricing power’

•   FT(Robert Shrimsley): Reshuffle signals need for serious action on levelling-up

•   FT(Ben Hall): Germany’s Greens are still waiting for their moment

•   FT(Kathrin Hille): US needs to revamp its defence co-operation with Taiwan

•   FT(Michael Pooler): Business relations with Brazil’s Bolsonaro fray

•   FT(Abdullah bin Zayed Al Nahyan, Yair Lapid): The Abraham Accords are a catalyst for wider change in the Middle East

•   WSJ(Editorial Board): Defining Inflation Down

•   WSJ(Editorial Board): Europe’s Climate Lesson for America

•   WSJ(Editorial Board): Blitzing the Senate Parliamentarian

•   WSJ(Robert C. O’Brien, Alexander B. Gray): How to Deter China From Invading Taiwan

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

•   NYT(N. Gregory Mankiw): Will Biden's Spending Plan Create a Welfare State We Can't Afford?

•   NYT(Thomas L. Friedman): Have We Reshaped Middle East Politics or Started to Mimic It?

•   NYT(Peter Coy): The U.S. Is Winning the War on Poverty

•   Bloomberg(Daniel Moss): Japan's Next Premier Should Stick to Abenomics in Pandemic Era

•   Bloomberg(John Authers): Inflation Numbers Are No Knockout Win for Team Transitory

•   Bloomberg(Shuli Ren): Evergrande Gives China an Impossible Equation to Solve With Its Liquidity Crunch

•   MarketWatch(Therese Poletti): Apple's iPhone 13 upgrades are boring, but they will still sell

•   매경(사설): 탈원전 최일선에 섰던 한수원도 원전 더 필요하다는데

•   서경(이동근): 탄소중립 이상과 현실