Business Intelligence Monitor 210923

(Introduction)

[Markets]

•   Global: Stocks post gains, dollar strengthens after Fed flags taper soon

※   Oil prices rise over 2%, gold slips

•   Metals: Copper jumps 4% as markets cheer Evergrande deal

•   Iron ore: Iron ore price back above $100 after Evergrande debt deal

•   Grains: CBOT soybeans gain as energy, equities markets rally

•   한국: 역외 선물환시장 출렁…원화값 1180원 무너져

[Indicators]

•   US Benchmark rate: Fed Tees Up Taper and Signals Rate Rises Possible Next Year

※   Central bank officials prepare to reverse pandemic stimulus programs as soon as November; new projections showed half of 18 officials expect to raise interest rates by the end of 2022

※   Fed: Federal Reserve issues FOMC statement

※   Fed: Federal Reserve Board and Federal Open Market Committee release economic projections from the September 21-22 FOMC meeting

※   WSJ: Fed’s Intentions on Rates Remain Muddled

※   WSJ: Transcript: Fed Chief Powell’s Postmeeting Press Conference

•   US Aug. Construction employment: August Employment Lags In 39 States

•   US Aug. Existing home sales: Hot U.S. Housing Market Cooled Some in August

•   US Weekly Mortgage rates·applications: Stronger mortgage demand points to September surge in home sales

•   Eurozone Sep. Consumer confidence: Eurozone Consumer Confidence Rises, Beating Expectations

•   China Aug. Smartphone shipments: Smartphone shipments in China in August fall 9.9% yr/yr -CAICT

•   China LPR: China keeps lending benchmark LPR unchanged for 17th straight month

•   Japan Benchmark rate: BOJ Sticks to Ultra-Easy Monetary Policy Path

•   India Jul. FDI: FDI equity inflows up 112% to $20.42 billion in April-July: Govt

•   Brazil Benchmark rate: Brazil raises rates as it struggles to tame inflation

•   한국 8월 취업준비자: 8월 취업준비자 87만명 사상 최대

[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: Debt-Limit Suspension Passes House, Faces Standoff in Senate

※   Democrats’ bill, which faces GOP opposition, would keep government funded until early December

•   WSJ: Infrastructure Plan Faces Fresh Uncertainty as Democrats Remain Divided

•   WSJ: Biden Calls Democrats to White House as Party Splinters on Spending Plans

•   WSJ: China Evergrande’s Flagship Business Resolves an Onshore Bond Payment

※   Investors are waiting to see if the giant developer pays a coupon due Thursday on its U.S. dollar bonds

•   WSJ: Evergrande Is In Crisis, But a Risky China Still Beckons to Investors

•   WSJ: Evergrande’s Struggles Reflect China’s Efforts to Rein in Multiyear Debt Boom

•   WSJ: What Is China Evergrande, and Why Is Its Crisis Worrying Markets?

•   WSJ: Biden Pledges 500 Million More Pfizer Vaccine Donations for Poor Nations at U.N. Covid-19 Summit

※   White House: FACT SHEET: President Biden’s Global COVID-19 Summit: Ending the Pandemic and Building Back Better

•   WSJ: U.N. Climate Summit Attendees Push U.K. for Vaccines

•   WSJ: Biden, Macron Vow to Work to Ease Diplomatic Spat

※   White House: Joint Statement on the Phone Call between President Biden and President Macron

•   WSJ: Derby’s Take: Trading Controversy Puts Focus on Calls for Structural Changes at Fed

•   WSJ: Pfizer Study of Covid-19 Vaccine in Pregnant Women Delayed by Slow Enrollment

•   WSJ: Taiwan Applies to Join Pacific Trade Pact Days After China

※   Beijing filed its bid shortly after the U.S. struck a security deal with Australia and the U.K.

•   WSJ: Europe’s Covid-19 Vaccination Success Faces Winter Test

•   WSJ: Latin American Migration, Once Limited to a Few Countries, Turns Into a Mass Exodus

•   WSJ: Supplier Contracts Get Revamped After Covid-19 Disruptions

•   NYT: Big Pledges From China and the U.S.

•   NYT: China Says It Won’t Build New Coal Plants Abroad. What Does That Mean?

•   NYT: Pressure Grows on U.S. Companies to Share Covid Vaccine Technology

•   NYT: Germany’s Far Right Is Nowhere in the Election. But It’s ‘Here to Stay.’

•   NYT: A low-carbon economy is cheaper than the costs of climate change, a report says.

•   WP: Delta variant outcompetes mu and other coronavirus strains, WHO says

•   WP: Brazil’s health minister tests positive for coronavirus at U.N. General Assembly

•   FT: US vows to ‘stand up’ to alleged gas market manipulation in Europe

•   FT: Energy price surge intensifies backlash against Brussels carbon tax plan

•   FT: Gas prices risk setting EU’s green ambitions ablaze

•   FT: Costs of climate change far greater than green transition, says ECB

•   FT: Merkel woos voters one more time to prop up Laschet’s faltering campaign

•   FT: CO2 crisis set to spread to Europe, big distributor warns

•   FT: Johnson claims diplomatic successes in meeting Biden

•   FT: End of coronavirus furlough will not solve UK labour shortages

•   FT: Johnson to call on China to ditch domestic coal-fired power in UN speech

•   FT: China says Asia needs jobs over submarines in fresh Aukus salvo

•   FT: Evergrande and the end of China’s ‘build, build, build’ model

•   FT: Central and eastern Europe turn to Taiwan as China relations cool

•   FT: Companies rethink offices to attract workers

•   Bloomberg: ADB Cuts Developing Asia GDP Outlook as Recovery Paths Split

※   ADB: Economic Forecasts: September 2021

•   Bloomberg: Jerome Powell Supporter Jon Tester Steps Up Lobbying With Plea to White House

•   Bloomberg: U.S. Energy Exports Show First Surplus Since at Least the 1970s

•   Bloomberg: Yellen Appeals to Wall Street CEOs for Help With Debt Ceiling

•   Bloomberg: U.S. Climate Envoy Kerry Plans Visit to China in Coming Weeks

•   Bloomberg: ECB to Weigh QE Boost When Covid Bond Buys End, Muller Says

•   Bloomberg: U.K. Economic Headaches Pile Up From Inflation to Energy Crisis

•   Bloomberg: Why Germany's Next Chancellor Scholz Is Likely to Govern With the Greens

•   Bloomberg: Covid Shot From China’s Clover Found 79% Effective Against Delta

•   Bloomberg: Argentina Made $1.9 Billion IMF Payment Amid Election Fallout

•   Bloomberg: Reflation Trade Roars Back Without the Yield Curve’s Buy-In

•   Bloomberg: China Begins Winter Gas Buying Spree at the Worst Possible Time

•   Bloomberg: OPEC Nations Warn of Oil Market Turbulence From Gas Crisis

•   Bloomberg: China Builder Tries to Save U.S. Deals as Evergrande Swoons

•   Bloomberg: EU Climate Plan May Keep Main Goals in Passage of Parliament

•   Bloomberg: Biden Plans Biofuel Cut That Could Ease Pressure on Oil Refiners

•   Bloomberg: World’s Biggest Climate-Warming Gas Site Turns to Green Hydrogen

•   Reuters: Developing nations' plea to world's wealthy at U.N.: stop vaccine hoarding

•   Reuters: IMF calls for coordinated action, accountability in COVID-19 battle

•   Reuters: IMF board gets initial briefing on Georgieva role in China data rigging scandal

•   Reuters: U.S. CDC advisers could vote on Pfizer COVID-19 vaccine booster on Thursday

•   Reuters: Americas health agency sees COVID outbreaks continuing into 2022

•   Reuters: EXCLUSIVE White House backs plan for renewable energy industry tax partnerships

•   Reuters: German government pledges ongoing support for hydrogen build-up

•   Reuters: UAE economy to grow 2.1% this year and 4.2% next - central bank

•   Reuters: Brazil and Argentina tapped to make mRNA vaccines in Latin America

•   Reuters: U.S. solar companies warn that proposed tariffs would devastate new projects

•   Reuters: China's overseas coal power retreat could wipe out $50 bln of investment

•   Reuters: German auto giants place their bets on hydrogen cars

•   CNN: Delta, BP and Boeing make major commitment to sustainable aviation fuel

•   CNN: Europe's gas crisis is also a renewables crisis, but there are ready solutions

•   CNBC: Average daily U.S. Covid deaths cross 2,000

•   MarketWatch: ‘The era of sub-3% mortgage rates may be behind us’: The Fed’s policy shift could have major repercussions for home buyers

•   SCMP: Pacific Island nations uneasy over Aukus deal, amid nuclear proliferation, climate change fears

•   Global Times: China’s housing market cools down amid tight regulations to combat speculation

•   Nikkei Asia: Japan PM hopefuls Kishida and Kono battle for lawmaker votes

•   Nikkei Asia: BOJ eyes LDP race as hawkish outlier Takaichi gains strength

•   Nikkei Asia: Analysis: China's TPP bid follows carefully scripted 300-day plan

•   Nikkei Asia: China goes on an intellectual property offensive

•   DIGITIMES: NAND supply likely to turn tight in 2H22, says Silicon Motion

•   DIGITIMES: IC shortages could defer demand for Chinese-branded handsets

•   Dronelife: Korean Drones at CommUAV Expo: Why Korea’s Drone Industry is Racing Ahead

•   매경(P1): "대출 혹한기 왔다"…주담대 최고 금리 年 4.67%까지 치솟았다

•   매경: "지금도 힘든데…대출 절벽 더 심해진다"…은행권 가계대출 한도 목까지 찼다

•   매경(P1): "너나없이 주더니" 재난지원금 5조 뿌린 지자체…재정자립도 50% 무너졌다

•   매경: 국가 복지사업에 작년 지방비 17조 썼다

•   매경: 1조 넘게 보편지원하고 또 도민지원금 '펑펑'…경기 기초단체 곳간 탈탈 턴다

•   매경: "헝다 위기 외국인 수급에 악재"…투자 고수가 보는 한국 증시 전망

•   매경: "세계경제 회복 더딘데…막상 긴축 시작되면 증시 충격 커질것"

•   매경: 8년만에 전기요금 오르나…한전 23일 발표

•   매경: 고승범 "가상화폐거래소 감독 강화"

•   매경: "기본소득은 경제활력에 도움안돼…인플레만 가중시킬 것"

•   매경: 삼성전자 '시험대' 올랐다…노조 "매년 영업익 25% 성과급 달라"

•   매경: ESG바람 타고…탄소배출권 ETF 쏟아진다

•   한경(P1): 2030 '빚투' 조준…증권사 대출도 옥죈다

•   한경: 은행·카드·보험 이어 증권사까지…2030 '주식' 빚투 막는다

•   한경: "4명 중 1명"…암호화폐에 '60조' 넘게 투자하는 대한민국

•   한경: 불안한 가계대출…5대銀 올 한도 9조도 안 남았다

•   한경(P1): 용인 반도체클러스터, 착공 연기만 다섯번째

•   한경: 대만 TSMC·美 인텔은 치고 나가는데, 한국 기업은…

•   한경: "반도체 공장?…우리가 만만하냐" 용인시에 무슨 일이

•   한경: 폐수처리·도로 확충 절실한데…정부 부처간 칸막이에 지지부진

•   한경: "프롭테크 폭발적 성장…미래엔 건설사 위협할 수도"

•   한경: '삼성전자·카카오'의 미래는?…엇갈린 증시 전망

•   한경: '풍력발전 부진'…가스株 들썩

•   한경: '성장주 휘청'…BBIG 뉴딜지수 7% 하락

•   한경: 수소·풍력 신사업 장착…'친환경 건설株' 뜬다

•   한경: 脫탄소 이끌 'H2 드림팀' 떴다

•   한경: 전기차·자율주행차…미래 모빌리티 大戰

•   서경(P1): 뛰는 국채금리···채권펀드 2,145억 '썰물'

•   서경(P1): 文정부 '복지 포퓰리즘' 4년···전기료 3.6조 할인, 빚더미 올라선 한전

•   서경: 선심성 행정에···한전 올 적자 3.8조 달할듯

•   서경(P1): [단독] 우회 연대보증 꼼수에···손발 묶인 청년창업가

•   서경: [단독] 최대 20% 연체이자·위약벌금까지···"소송에 재창업 꿈도 못꿔"

•   서경: 높은 세율·집값 급등에···韓, 상속증여세 비중 OECD의 7배

•   서경: 카카오식 문어발 사업확장 막는다···기업결합 심사대상 확대

•   서경: 닻 올리는 'RE100' 산업단지···시화·춘천·새만금에 조성

•   서경: "공정위, 10대 그룹에 과징금 1,500억" [2021국감]

•   서경: '포식자' 카카오 뒤엔 사모펀드가 있다

•   서경: 긴축 불안감 확산···국채 3년물 2%까지 오를 수도

•   서경: 분기 매출 첫 70조 넘나···삼성전자 '눈높이' 쑥쑥

•   서경: 하반기 -4.7%···코스피, 하반기 성적표 '글로벌 꼴찌'

•   서경: [시그널] 2차전지·반도체·중고차···추석 후 '알짜 IPO' 줄줄이 대기

•   서경: 빌라 가격도 치솟아···올 상승폭 13년 만에 최고치될 듯

•   조선(P1): 13년 묵은 근소세 기준, 월급쟁이만 울린다

•   조선: 월급 중 근소세 비율 5.3→8.1%… 중산층 지갑 더 얇아졌다

•   조선: 올해 조세부담률 사상 첫 20% 넘을듯

•   조선: 무분별한 플랫폼 규제… 스타트업, 떡잎 되기도 전에 싹이 잘릴판

•   조선: 금~월 요일별 확진자 최다, 연휴 이동량 증가에 전국 재확산 우려

•   조선: 성인 신규 확진자 중 돌파감염 비율 10%

•   조선: 임대차법 1년, 전세 실거래가도 13% 뛰었다

•   조선: 서울서 집 산 2030 절반이 갭투자

•   조선: 美공정위원장의 논문 돌려본다는 금융위·금감원… 카카오·네이버 해법 찾으려나

•   조선: 올해도 기업인 망신주기?… 국감 줄소환 예고

•   조선: 자금력이냐 생산력이냐… 쌍용차 인수 ‘2파전’

•   조선비즈: [인터뷰] 메타버스 세계관 만든 필립 로즈데일 “통제 없는 서비스가 메타버스 주도권 쥘 것”

•   조선비즈: [예산안 해부]③ 1000兆 든다는 ‘탄소중립’, 내년 정부 투자액 12兆…전환 비용, 국민·기업에 떠넘기나

•   중앙(P1): IAEA '북핵' 경고에도…문 대통령, 유엔서 또 종전선언 제안

•   중앙: 영국선 백신 100만회분 받고, 베트남엔 100만회분 준다

•   중앙: 서울시 ‘베란다형 태양광’ 보조금 7년 만에 중단

•   중앙: 공공임대 11만 가구 공급한다더니, 올 상반기 목표 반도 못 채웠다

•   중앙: OECD도 ADB도 “한국 경제 올해 4% 성장할 것”

•   중앙: 흥겨웠던 ‘반·디·폰’ 콧노래, 추석 이후에도 이어질까

•   중앙: ‘자영업자 폐업 지표’ 역대 최악

•   한국: "탈원전은 소모적 논쟁... 지금은 재생에너지에 집중할 때"

•   한국: 부동산 전문가 7명 한결같은 전망..."추석 이후도 집값 안 잡힌다"

•   국민: 코로나로 확 줄어든 해외 소비… 소득보다는 물가 끌어올렸다

•   국민: 구글, 연내 폴더블폰 참전… 中 업체들은 출시 앞두고 포기

•   국민: “한국 디스플레이 점유율 2025년 8%대로 추락”

•   경향: 당정 재난지원금 부실 설계가 지역간 형평성 논란 키웠다

•   경향: 한국남부발전, 요르단에 바람길 열다

•   경향: [단독]국민연금이 반대한 회장님들 줄줄이 재선임…이사·감사 선임 반대 174건 중 부결은 고작 ‘7건’

•   머니투데이: S-OIL·삼성물산 '수소 동맹'…해외 청정 수소·암모니아 도입한다

•   머니투데이: 블프 대목 앞두고 '高 운임' 악재, K-가전 어쩌나

•   머니투데이: '사상최대' 4조원 규모 넘었다…'이 펀드'에 돈 몰리는 까닭은

•   머니투데이: "수소로 그린뉴딜, 두산엔 미래 아닌 현재입니다"

•   머니투데이: K-수소 동맹 중심에 '두산'이 있다…기술력 어떻길래

•   파이낸셜뉴스(P1): 전기차 충전부터 주차까지… 로봇이 해주는 시대

•   파이낸셜뉴스(P1): "우리 회사는 2억까지 빌려줘요" 돈줄 막힌 MZ, 사내대출 몰린다

•   파이낸셜뉴스: 조끼처럼 로봇 입고 車 조립… 새벽엔 로봇개가 공장순찰 [산업계 로봇시대 '활짝']

•   파이낸셜뉴스: 현대차·기아, 전기차 판매 4만대 돌파

•   파이낸셜뉴스: 가계부채 추가 규제 내놓는 당국… 전세까지 손댄다

•   파이낸셜뉴스: '탄소중립 브릿지원료' LNG, 녹색산업서 제외… 산업계 반발

•   파이낸셜뉴스: 갤플립3 찾아 삼만리… 휴대폰 성지도 "당장은 없어요" [현장르포]

•   디지털타임스(P1): `백약무효` 부동산에 속앓는 금융대책

•   디지털타임스(P1): 美싸이티바, 한국에 첫 생산라인… 3년간 621억 투자

•   디지털타임스: 화이자와 내년도 백신 추가공급 협의중

•   이데일리(P1): [단독]'최저임금 90%만' 주는 편의점 알바·마트 계산원 수습 사라진다

•   이데일리(P1): [단독] '탈원전'에 로스쿨·IT기업으로…3분의1 토막난 KAIST 전공자

•   이데일리: [단독] 핵공학과 지원 줄고 전공바꿔…'탈원전'에 인재 떠나는 대학가

•   이데일리(P1): 구광모도 꽂힌 벤처투자…국내 CVC 1조원 투자 시대 연다

•   이데일리: 돈 몰리는 벤처투자…10대 그룹까지 CVC 투자·설립 봇물

•   이데일리: 국내 주요 CVC가 선택한 '핫'한 산업 분야는

•   이데일리: 올 연말 지주회사 CVC 설립 본격화…달라지는 부분은

•   이데일리: 낮엔 사장님, 새벽엔 택배알바…투잡 자영업자 1년새 22% 늘어

•   이데일리: 가방끈 길어도 소용 없네…놀고 있는 석·박사 더 늘었다

•   이데일리: 네이버·카카오로 옮기는 관료 출신들…MB 때는 통신사행

•   연합: 오늘 1천800명 안팎, 추석 여파 주목…내일부터 수도권 6명까지만

•   연합: 한미일 외교장관, 뉴욕서 3자 회담 시작…한반도 등 논의

•   연합: 올해도 2030은 아파트 패닉바잉…서울 10채 중 4채 매입

•   연합: 3.3㎡당 전셋값 1억3천만원 넘는 아파트 등장…역대 최고

•   연합: 한경연 "매출 100대 기업 해외의존도 상승…내수 회복 더뎌"

•   연합: '백신접종 속도전' 4분기 접종계획 곧 발표…글로벌 백신협력 가속화

•   e대한경제: TSMC 무서운 독주…이재용, 회심의 반격 노린다

•   e대한경제: [추석 이후 물가 비상] 서비스ㆍ공산품ㆍ유가 줄줄이 상승…물가 비상

•   e대한경제: [추석 이후 물가 비상] 보복소비 폭발 ‘펜트업 효과’…추가 금리인상 가능성

•   더구루: 두산밥캣, '163억 투자' 동유럽 물류기지 오픈…효율성 극대화

•   아시아투데이: “뭉쳐야 산다”…韓 수소경쟁 시대, ‘합종연횡’이 대세 - 아시아투데이

•   에너지경제: 새만금 수상태양광 연내 착공 물 건너가나…송전설비공사 4차 입찰도 유찰

•   에너지경제: "올해 RPS 비율 9% 손 안본다"…이달 말 하반기 고정가격계약 입찰 공고

•   에너지경제: 재생에너지 변동성 보완 양수발전 뜬다…발전량 늘고 설비확충 서둘러

•   전자신문(P1): LG, 美에 글로벌 거점 'AI연구원' 세운다

•   전자신문(P1): [알림]'메타버스' 비즈니스의 모든 것…30일, 온라인 콘퍼런스

•   전자신문(P1): 삼성전자, 갤럭시S21FE 양산 재개…AP 부족 해소

•   전자신문: 노트북 뜨자 데스크톱 추락…중소 PC업계 '비상'

•   전자신문: LG전자, 하반기도 실적 신기록…역대 최고 이익 다시 쓴다

•   ZDNet Korea: 구글 "양자 컴퓨터 실제 모습 공개…10년 내 상용화"

[Opinions]

•   Project Syndicate(Ian Buruma): The Specious Special Relationship

•   Project Syndicate(Gordon Brown): The Global North's Great Test

•   Project Syndicate(Mohamed A. El-Erian): Taming the Stagflationary Winds

•   Project Syndicate(Gernot Wagner): We Need to Talk About Geoengineering

•   FT(Editorial Board): France and the US need to restore trust

•   FT(Joseph Stiglitz): Europe should not return to pre-pandemic fiscal rules

•   FT(Andy Xie): Politics trumps money in Chinese markets

•   WSJ(Daniel Yergin, Matteo Fini): For Auto Makers, the Chip Famine Will Persist

•   WSJ(Dennis Kwok, Johnny Patterson): Xi Jinping Makes China a Dangerous Place for Investment

•   NYT(Thomas L. Friedman): China’s Leaders Are Having Fun With Us. Who Can Blame Them?

•   NYT(Jeneen Interlandi): The World Is at War With Covid. Covid Is Winning.

•   NYT(Peter Coy): It’s Not Really a ‘$3.5 Trillion’ Bill

•   NYT(Zachary D. Carter): Why Are Moderates Trying to Blow Up Biden’s Centrist Economic Plan?

•   WP(David Ignatius): Xi Jinping’s disturbing Maoist turn

•   WP(Hugh Hewitt): The Republicans want no part of a debt ceiling hike. Good for them.

•   WP(Jeffrey Zients, Antony Blinken): The Biden administration is donating 500 million additional Pfizer doses to the world

•   Bloomberg(Brian Chappatta): Jerome Powell Fights to Walk Back Federal Reserve’s Inflation Fear

•   Bloomberg(John Authers): Evergrande Won't Be a Lehman-Like Debt Crisis. China May Still Slow

•   Bloomberg(Jonathan Bernstein): Sure, Republicans. Just Let Harris Pick the Next President.

•   Bloomberg(Ramesh Ponnuru): Debt Ceiling 2021: Politics as Usual in Washington

•   Bloomberg(Minxin Pei): Australia Sub Deal Shows China Will Lose Arms Race With U.S.

•   MarketWatch(Paul Brandus): Biden’s presidency is already showing signs of fizzling out

•   MarketWatch(Lawrence A. Cunningham): How the new and higher taxes that Biden and Congress are pushing would hurt stock investors and consumers

•   매경(양충모): 새만금을 재생에너지 실험장으로

•   파이낸셜뉴스(사설): 한전 전기료 무조건 누른다고 될 일인가