Business Intelligence Monitor 210917

(Introduction)

[Markets]

•   Global: World shares slide on China investment worries

•   Metals: Copper drifts lower as focus turns to U.S. Fed meeting

•   Iron ore: Iron ore price dives 7% on China’s lower steel output data

•   Grains: CBOT wheat rise after mixed trade, global supply supports

•   한국: 코스피 닷새만에 하락…3,130선으로 밀려

•   한국: 두산그룹주 엇갈려, 두산 5%대 두산중공업 오르고 두산밥캣 내려

[Indicators]

•   US Jul. Business inventories: U.S. business inventory accumulation slows in July

•   US Aug. Retail sales: U.S. Economy Shows Resilience During Delta Surge

※   Consumers boosted retail spending last month; employers, meanwhile, have held on to workers amid tight labor demand

※   WSJ: America’s Spending Wave Is Yet to Hit

•   US Sep. Philadelphia Fed manufacturing Index: Philly Fed factory index jumps in September as price pressures ease slightly

•   US Weekly Jobless claims: U.S. Jobless Claims Remained Near Pandemic Low Last Week

•   Europe Aug. New-car registrations: Europe’s Uninspiring Car Sales Turn Ugly Amid Chip Crunch

•   Japan Aug. Balance of trade: Gains for Japan Exports Slow as Delta Wave Hits Car Shipments

•   India Sep. Consumer sentiments: Consumer sentiments scale up in September driven by middle income households in rural India: CMIE

•   한국 2020년 공공부문계정: 재난지원금 지출에다 인건비도 급증…작년 공공부문 살림살이 50조 적자

•   한국 주간 아파트 가격(부동산원): 서울 아파트값 '고공행진'…7주연속 0.2%대 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: France Calls U.S.-Australia Submarine Deal a Betrayal

※   French Foreign Minister Jean-Yves Le Drian calls U.S. move to step in a ‘stab in the back’

•   WSJ: Biden Administration Officials Try to Soothe France Over Australia Submarine Deal

•   WSJ: World Bank Cancels Flagship ‘Doing Business’ Report After Investigation

•   WSJ: Rising Shipping Costs Are Companies’ Latest Inflation Riddle

•   WSJ: Democrats Rethink Climate Measures, Consider Carbon Tax

•   WSJ: Fed to Review Financial Trading Rules for Officials

•   WSJ: China Seeks to Join Pacific Trade Pact After U.S. Forms New Security Alliance

※   Beijing’s application to join the 11-nation trans-Pacific pact is a sign that competition with Washington for alliances is growing

•   WSJ: The Challenge of China’s Rising Power on the Seas

•   WSJ: Taiwan Plans to Bulk Up Military Budget to Contend With Chinese Pressure

•   WSJ: Italy to Impose Strict Covid-19 Health Pass for All Workers

•   WSJ: Without Angela Merkel, Germany’s Conservatives Face Possible Election Rout

•   WSJ: The Surprising Risks of Investing in ESG Funds

•   WSJ: Amazon Is Doing It. So Is Walmart. Why Retail Loves ‘Buy Now, Pay Later.’

•   WSJ: U.S. Steel Plans New U.S. Mill as Prices Surge

•   NYT: Climate Scientists Forecast High Temperatures Into the Fall

•   NYT: China says it has fully vaccinated 1 billion people.

•   NYT: Exxon, Chevron, BP and Others Called to Testify on Climate Disinformation

•   WP: Biden faces new border emergency in Texas, where thousands of Haitian migrants are stuck under bridge in squalid conditions

•   WP: Biden’s ‘incomprehensible’ travel ban on European visitors widens transatlantic rift

•   WP: Unpublished ECB inflation estimate raises prospect of earlier rate rise

•   FT: The EU’s unlikely ambition for sovereignty in semiconductors

•   FT: Frugal politician eyes finance ministry in next German coalition

•   FT: Macron seeks more evolution from Germany in post-Merkel era

•   FT: Sunak to set out new fiscal rules to rein in UK borrowing

•   FT: Johnson reshuffles pack with eye on next UK general election

•   FT: UK pledges to restore pounds and ounces as Brexit benefit

•   FT: Russian elections: persecution, cash handouts and the Putin system

•   FT: Bolsonaro’s ‘hyper-radicalised base’ stirs unease in Brazil

•   FT: Financial blogger crackdown leaves China investors scrabbling for data

•   FT: Carbon offset transactions surge despite environmental concerns

•   FT: World Economic Forum plans return to Davos next year

•   Bloomberg: Evergrande Market Fallout Grows as Local Unit Halts Bond Trading

※   Signs of real estate market slowdown are adding to concerns

•   Bloomberg: China’s Nightmare Evergrande Scenario Is an Uncontrolled Crash

•   Bloomberg: China Evergrande Crisis: Angry Investors Can Bid on Discounted Property

•   Bloomberg: Evergrande Key Shareholder Sells Another $11 Million Amid Crisis

•   Bloomberg: Booster Debate Comes Down to Pivotal Meeting of FDA Advisers

•   Bloomberg: White House to Convene Companies on Chips Amid Delta Disruptions

•   Bloomberg: Lagarde Urges Europe to Continue Fiscal Cooperation With ECB

•   Bloomberg: India’s Modi Gets a Three-Week Birthday Bash as Popularity Dips

•   Bloomberg: Brazil Stops Vaccinating Some Teens Against Covid to Probe a Reported Death

•   Bloomberg: Sinovac’s South Africa Partner Plans Local Shots by Year-End

•   Bloomberg: Economists See Vaccine Czar Kono Winning Japan Leadership Race

•   Bloomberg: Biden Looking Into Why Gasoline Prices at the Pump Are So High

•   Bloomberg: Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel

•   Bloomberg: CFOs Say Supply-Chain Upheaval to Hit 2021 Sales, Raise Costs

•   Bloomberg: China’s Push For Rooftop Solar and Rural Wind Boosts Producers

•   Reuters: Biden says Republican governors are undermining COVID safety response

•   Reuters: ECB's Rehn warns governments to count on higher rates

•   Reuters: ECB's Lane reveals in private meeting inflation target may be hit by 2025 - report

•   Reuters: Iran calls IAEA's work 'unprofessional' before talks on ending standoff

•   Reuters: China to strike harder against regions that fail to curb energy use

•   Reuters: Japan cuts economic view on weaker production, spending due to COVID revival

•   Reuters: Asia supercharges vaccination efforts after slow start, U.S. lags

•   Reuters: EXCLUSIVE Indonesia in talks with WHO to become global vaccine hub: minister

•   Reuters: Exclusive: Facebook targets harmful real networks, using playbook against fakes

•   Reuters: Analysis: Powell, juggling policy and renomination, now faces an ethics blowup

•   Reuters: Analysis: Investors brace for a great fall in China

•   Reuters: Analysis: How Wall Street's hottest dealmaking trend fizzled

•   Reuters: Analysis: Bonds 'boring' no longer as unpredictability returns

•   CNN: Some small businesses are happy about Biden's vaccine mandate

•   CNBC: Biden prepares to fight for tax increases on the wealthy, corporations

※   “Over the past 40 years, the wealthy have gotten wealthier and too many corporations have lost a sense of responsibility to their workers, their communities and the country.”

•   CNBC: Europe's energy crisis is making the market nervous ahead of winter

•   CNBC: Covid restrictions force some retailers to rethink Vietnam as a manufacturing hub

•   MarketWatch: Here’s why the U.S. dollar could end up going almost nowhere through the end of 2022

•   SCMP: China unemployment: Beijing’s regulatory crackdowns pose yet another hurdle for young urban jobseekers

•   SCMP: Coronavirus outbreak in Fujian poses fresh threat to China’s troubled travel market

•   SCMP: Chinese workers at Samsung’s Ningbo shipyard rally for more coronavirus severance pay

•   SCMP: US-China decoupling: if it comes down to a US bloc vs China bloc, who stands to gain the most?

•   Global Times: Xi to attend SCO summit

•   Caixin: Energy Insider: China to Sell 7.38 Million Barrels From Crude Reserves

•   Nikkei Asia: North Korea's trajectory-shifting missile poses challenge to Japan

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

•   Nikkei Asia: How Philippine call centers are capitalizing on COVID crisis

•   Economic Times: Inflation to remain high but growth still priority: RBI deputy governor Michael Patra

•   reNews: Solar and wind sectors unite in new global alliance

•   MINING.com: Global passenger EV registrations more than double in a year – report

•   Construction Equipment: New Finance Business Down 7% in 2020

•   DIGITIMES: Chip suppliers uncertain about new iPhone sales outlook

•   DIGITIMES: Taiwan PCB output value to top NT$800 billion in 2021

•   매경(P1): "팬데믹의 역설, 수명연장 앞당긴다"

•   매경: 에어택시의 미래…"사고확률 10억분의 1, 소음은 진공청소기 수준"

•   매경: "신입 사원 연봉인줄 알았네…" 아파트 월세가 무려 2700만원

•   매경: "정부 정책 실효성 있나"…서울 아파트 민간 분양가 두달째 평당 3천만원 넘었다

•   한경(P1): "오늘 판 닭, 고작 다섯 마리가 전부"…결국 폭발한 상인들

•   한경: 공덕시장 "대목에 매출 70% 뚝"…광장시장 "종일 한두벌도 못팔아"

•   한경: 명동역 8번 출구 앞 유니클로 건물, 폐업 7개월 후 지금은…

•   한경(P1): 김범수·이해진 소환…'빅테크 때리기' 국감

•   한경: 철강·원유·알루미늄株 급등…그린플레이션 온다

•   서경(P1): [단독]파격 지원한다더니···'반도체法' 4대 핵심 빠졌다

•   서경(P1): '코로나 대출' 1년 거치기간 두고 5년간 나눠 갚는다

•   서경: 당국 "미회수 위험 1.7조 불과"···금융권 "만기때 부실 터질수도"

•   서경(P1): 2차 접종 잔여백신 활용···화이자 3주·모더나 4주로 단축

•   서경: 2차 접종에 잔여백신 활용...AZ도 예약 변경 허용 '70%접종' 앞당긴다

•   서경: [단독]원전 경제성, LNG보다 17배 높다...7분의 1 비용에 전력생산은 2.5배

•   서경: [단독] 오세훈, 재건축 정상화 방안 내놓는다

•   조선(P1): 대출 혹한기… 은행 月7000억 줄인다

•   조선: 전세대출 딜레마… 안줄이면 가계대출 못잡고, 줄이면 서민 직격탄

•   조선: 카드대출도 규제… “증가율 7% 밑으로 맞춰라”

•   조선: “딱 두달만 살면 안될까요” 아파트로 번진 초단기 월세 ‘깔세’

•   조선: “월성 원전 폐쇄 찬성하라”... 산업부, 한수원 이사들 설득했다

•   조선: 친환경의 역설… 석탄 줄이자 가스값 3배 솟았다

•   조선: 아파트값 17% 오를때 18% 껑충... 태양광, 논밭값 불질렀다

•   조선: [Mint] 산업간 벽이 무너졌다, 누가 적이 될지 모른다

•   조선: [Mint][Market Data] 곡물지수 1년새 30% 올라 식량지수 10년만에 최고치 “기후변화와 수요회복 영향”

•   조선: [Mint] “얼마면 팔겠니”… 올해 세계 M&A 4500조원 돌파

•   조선: [Mint] ‘美의 中견제’ 반사이익 본 인도증시, 올해 22% 급등… “이미 너무 올라, 투자 신중해야”

•   인베스트조선: 리튬인산철(LFP)? 전고체? 전기차·배터리 전략 갈림길

•   동아(P1): ‘가입자 유치→영향력 확대’ 플랫폼 고속성장 제동

•   동아: “바다에서 배터리 원료 캔다고…” 삼성-구글은 보이콧, 왜?

•   문화(P1): 서울 재개발 구역지정 기간 ‘5년 이상 → 2년 이내’ 단축

•   국민(P1): ‘총력전’ 벌인다더니… 계란도, 소고기도 비싸다 비싸

•   국민: [단독] 수소충전소 구축 거북이걸음… 고가 안전장비 창고서 먼지만

•   한겨레(P1): 수도권 식당·카페 영업제한, 11개월동안 314일에 달했다

•   머니투데이(P1): SK배터리 10월1일 독립···업계 지각변동 '신호탄' 쐈다

•   머니투데이: [단독]"최태원 국감 나와라"...文정부 '수소경제' 묻겠다

•   머니투데이: 로봇이 레고 조립하듯 냉장고 '뚝딱'…8000억 들인 'LG 스마트파크'

•   머니투데이: [단독]'나랏빚 천조국' 내년 이자만 21조…금리인상에 이자율도↑

•   헤럴드경제(P1): 글로벌 500대 기업 ‘한국은 6곳뿐’

•   헤럴드경제: “얼굴로 문 열고 시동”...현대차, ‘키없이 자동차운행’ 시대 열다

•   파이낸셜뉴스(P1): 2030년 전국민 30분내 간선도로 탄다

•   파이낸셜뉴스: 한국産, 中·베트남시장 점유율 내리막 계속

•   파이낸셜뉴스: 삼성 폴더블폰 흥행에…애플 가격·샤오미 프리미엄으로 도전 [하반기 한미중 스마트폰 전쟁]

•   파이낸셜뉴스: 저무는 LCD시대… 삼성·LG디스플레이 'OLED 전환' 속도

•   아시아경제: [단독]金총리, 대기업 릴레이 면담‥삼성 이어 LG그룹도 추진

•   디지털타임스(P1): 탄소세, 성장률 0.32%p 끌어내린다

※   한국은행: 기후변화 대응이 거시경제에 미치는 영향

•   이데일리(P1): '채권왕' 건들락 "돈 풀어 일으킨 경제 성장은 환상에 불과"

•   이데일리: '채권왕' 건들락의 경고 "인플레 장기화…증시 조정 가능성"

•   연합: 사흘째 2천명 안팎 확산세…오늘부터 1주간 가정내 8인모임 허용

•   e대한경제: 삼성전자, 몸 값 뛴 파운드리에 비메모리 순항…분기 영업익 1조 도전

•   더구루: 체코, 두코바니법 개정안 통과…"러·중, 원전 유지보수도 배제"

•   에너지경제: 수술대 오른 탄소중립시대 에너지정책(下)…"산업-가정용 보일러도 친환경 연료로 전환해야"

•   에너지경제: 탄소중립의 역설, 화석연료의 반격 시작됐다…"가격 급등으로 전력 공급 위기"

•   전자신문: [창간특집]디지털 소통 첨병 '메타버스' 공간을 혁신하다

•   전자신문: [창간특집]메타버스 공간의 대형 건설사 '제페토'

•   전자신문: [창간특집]'메타버스' 주목 받는 핵심 기술 기업은…

•   전자신문: [창간특집] "인간보다 똑똑하다...메타버스 시대 초거대 AI 부상

•   전자신문: [창간특집] 전통기업 '메타버스'에 꽂히다

•   전자신문: [창간특집]'메타버스'에 푹 빠진 글로벌 완성차 업계

•   전자신문: [창간특집]스마트폰 다음은 VR·AR… 메타버스, 디바이스 혁신의 장으로

•   디지털데일리: 스마트안경, 세계 전자업계 새 격전지 되나

[Opinions]

•   Project Syndicate(Jim O’Neill): Will the BRICS Ever Grow Up?

•   Project Syndicate(Dhruba Purkayastha): India's Green Growth Imperative

•   Project Syndicate(Tasneem Essop, Lili Fuhr): The Case for a Fossil Fuel Non-Proliferation Treaty

•   FT(Editorial Board): California’s warning to the Republican party

•   FT(Philip Stephens): What Joe Biden should tell Boris Johnson about Northern Ireland

•   FT(Edward Luce): The Democratic party’s double standards on wealth inequality

•   FT(Martin Sandbu): The EU could have a momentous year in store

•   FT(Chris Giles): Is it time for the Bank of England to start tightening monetary policy?

•   FT(Simon Kuper): The East-West divide still splits Germany

•   FT(Lex): China stocks: some sectors more sheltered than tech

•   WSJ(Editorial Board): The North Korea Nuclear Temptation

•   WSJ(Editorial Board): California Democrats Defeat Trump

•   WSJ(Benn Steil, Benjamin Della Rocca): The Fed Follows Misguided ‘Forward Guidance’

•   WP(Ngozi Okonjo-Iweala, Tharman Shanmugaratnam, Lawrence H. Summers): We don’t have to fly blind into the next pandemic

•   Bloomberg(John Authers): Stock Fund Managers Are All-In on Inflation's Swift Demise

•   Bloomberg(Karl W. Smith): On Debt Ceiling, Democrats Should Heed Mitch McConnell’s Advice

•   Bloomberg(Michael R. Strain): Biden's $3.5 Trillion Democratic Spending Plan Flunks Its Own Test

•   Bloomberg(Therese Raphael): In Cabinet Reshuffle, Is Boris Johnson Playing Cards or Running a Country?

•   Reuters(Clyde Russell): Refinery weakness saw China resume storing crude, just ahead of stockpile sales

•   문화(강성진): 탈탄소 ‘정의로운 전환’과 정부 책무