Business Intelligence Monitor 210927

(Introduction)

[Markets]

•   Global: S&P 500 edges up, European shares slump amid Evergrande fears, US yields rise

•   Metals: Tin prices hit record highs on supply concerns

•   Coal: European Coal Rises to 13-Year High on Power-Plant Demand

•   Grains: Wheat finds two-week high on strong global demand

•   Cryptocurrency: Bitcoin and ether slide as China intensifies crackdown on cryptocurrencies

•   한국: 헝다 불안 지속…코스피 약보합 마감

•   한국: 두산그룹주 다 내려, 두산 3%대 두산중공업 두산밥캣 2%대 하락

[Indicators]

•   US Aug. New home sales: New-Home Sales in U.S. Increased to a Four-Month High in August

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for 14th month in a row -Baker Hughes

•   Germany Sep. Ifo business climate: German Business Index at Five-Month Low in Pre-Election Verdict

•   UK Sep. Consumer confidence: U.K. Confidence Falls as Consumers Brace for Income Squeeze

•   Japan Aug. CPI: Japan's core CPI flat in August, ends 12-month downward streak

•   Japan Sep. PMI: Japan's Sept manufacturing activity growth slows - flash PMI

•   한국 2분기 민간부채: 가계·기업 '4300조 빚'…소비·투자 모두 옥죈다

※   한국은행: 「금융안정 상황」(2021년 9월)

[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

[Calendars]

•   WSJ: Economy Week Ahead: Consumer Spending, Inflation, Manufacturing

•   FT: A week for the waiting to end

•   Bloomberg: Inflation Menace in Latin America Triggers More Hiking: Eco Week

[News]

•   WSJ: Biden Hosts World Leaders at White House to Share China Concerns

※   Display of unity by U.S., Australia, India and Japan—known as the Quad—irks Beijing

•   WSJ: Huawei CFO Meng Wanzhou Reaches Deal With Justice Department

※   Chinese company’s finance chief secures exit from Canada and her U.S. extradition fight; two Canadians detained in China are released

•   WSJ: In a Troubled U.S.-China Relationship, Moments of Pragmatism Emerge

•   WSJ: Evergrande’s Global Bondholders Didn’t Receive Interest Payment

※   Chinese property developer was on the hook to make $83.5 million in coupon payments by Thursday

•   WSJ: China Evergrande Auditor Gave Clean Bill of Health Despite Debt

•   WSJ: Virus Research Has Exploded Since Covid-19 Hit. Is It Safe?

•   WSJ: Behind Covid-19 Booster Authorization Were Disagreements on Evidence, Broad Access

•   WSJ: Covid-19 Booster Shots Are Here, and So Is the Angst Over Who Gets One

•   WSJ: Covid-19 Vaccine Gap Between Rich and Poor Nations Keeps Widening

•   WSJ: Pelosi Plans Votes on Biden’s Spending Plans Next Week Despite Democratic Rifts

※   House speaker says party is engaged in ‘intense dialogue’ over infrastructure bill and education, healthcare and climate package

•   WSJ: Congress Heads Into Tumultuous Week Pressured by Converging Deadlines

•   WSJ: How the U.S. Debt Ceiling Works and Why It Matters

•   WSJ: Debt-Limit Standoff Could Force Fed to Revisit Emergency Playbook

•   WSJ: Biden Expresses Support for Annual Tax on Billionaires’ Unrealized Gains

•   WSJ: Some Profitable Companies Would Still Pay No Taxes Under Democrats’ Plan

•   WSJ: Kyrsten Sinema Is Enigma at Center of Democrats’ Spending Talks

•   WSJ: As Budget Bill Talks Intensify, Here Are the Five Biggest Issues Dividing Democrats

•   WSJ: Home Builders Might Be a Home Run Once Supply Woes Ease

•   WSJ: U.S.-EU Trade Summit in Pittsburgh Aims to Deepen Trans-Atlantic Ties

•   WSJ: Covid-19 Panel of Scientists Investigating Origins of Virus Is Disbanded

•   WSJ: WHO Seeks to Revive Stalled Inquiry Into Origins of Covid-19

•   WSJ: U.S. Supply Chain Struggles to Adapt as Delays Worsen

•   WSJ: Paper Questions Federal Reserve’s Faith in Inflation Expectations

※   Fed: Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?)

•   WSJ: U.S. Treasury Issues Taliban Sanctions Waivers, Allowing Humanitarian Aid to Afghanistan

•   WSJ: A Covid-Free Australian State Weighs Reopening to the World

•   WSJ: China Declares Cryptocurrency Transactions Illegal; Bitcoin Price Falls

※   The move reinforces China’s tough stance, the strongest to date from a major economy against the use of digital currencies

•   WSJ: What the ‘Smart Money’ Knows About China’s Evergrande Crisis

•   WSJ: Credit Investors Follow the Workers

•   WSJ: Individuals Embrace Options Trading, Turbocharging Stock Markets

•   WSJ: Stablecoins in Spotlight as U.S. Begins to Lay Ground for Cryptocurrency Rules

•   WSJ: Bitcoin Miners Eye Nuclear Power Amid Environmental Criticism

•   WSJ: GM Cracks Down on White-Collar Employees Who Haven’t Reported Covid-19 Vaccination Status

•   WSJ: HNA Group Chairman Chen Feng, CEO Adam Tan Detained by Police

•   WSJ: Alibaba, Under Beijing Pressure, Moves to Sell Stake in State-Owned Broadcaster

•   WSJ: For Self-Driving Cars, the Hot New Technology Is… Radar

•   WSJ: Apple Faces Off With Europe Regulators Over Phone Chargers

•   WSJ: U.S. Farm Belt Revival Prompts Mad Dash for ‘Dirt and Iron’

•   WSJ: China Wields New Legal Weapon to Fight Claims of Intellectual Property Theft

•   WSJ: Corporate-Buyout Loans Near Highs of 2007

•   WSJ: EV Battery Investments Are Getting More Political

•   NYT: States Begin a Complex Booster Shot Rollout for Pfizer Recipients

•   NYT: Biden Promised to Follow the Science. But Sometimes, He Gets Ahead of the Experts.

•   NYT: Democrats Consider Adding Carbon Tax to Budget Bill

※   A tax on carbon dioxide pollution could be the single most effective policy to tackle climate change. It could also be politically explosive.

•   NYT: How Democrats Could Shrink Their $3.5 Trillion Budget Bill

•   NYT: Democrats’ Spending Fight Carries High Stakes for Their Candidates

•   NYT: How China Plans to Avert an Evergrande Financial Crisis

•   NYT: Can Macron Lead the European Union After Merkel Retires?

•   NYT: Affluent, Anxious and Almost Normal: A Journey Through Merkel’s Germany

•   NYT: For India’s Military, a Juggling Act on Two Hostile Fronts

•   WP: Dying crops, spiking energy bills, showers once a week. In South America, the climate future has arrived.

•   WP: Germany’s young ‘Merkel generation’ tilts toward Greens over climate worries. But will older voters follow?

•   FT: Scholz and Laschet stake rival claims to lead Germany after knife-edge election

※   Social Democrats narrowly ahead of Christian Democrats in partial results as country expects three-way coalition

•   FT: Germany’s ‘2015 migrant wave citizens’ cast first votes

•   FT: The electoral promises Germany’s parties are making to voters

•   FT: Germany’s electoral oracle struggles to divine the post-Merkel future

•   FT: An end to super-cheap money? Central banks begin tightening cycle

•   FT: Central bankers edge towards ‘normalisation’

•   FT: IMF chief denies trying to boost China in World Bank rankings

•   FT: Italy’s poor feel the pain from surging energy costs

•   FT: UK energy suppliers warn they cannot absorb rivals’ customers without rescue

•   FT: Many UK petrol stations run dry amid panic buying

•   FT: UK home building schemes held up by water pollution concern

•   FT: Johnson ready to relax UK visa regime to tackle driver shortage

•   FT: Chinese cities seize Evergrande presales to block potential misuse of funds

•   FT: Evergrande’s plight brings no joy to the man behind its big short

•   FT: Peru’s radical left government weighs bond issue after wooing investors

•   FT: China-US ties remain rocky despite freedom for ‘Michaels’ and Huawei’s Meng

•   FT: Chastened Trudeau gets back to work after Canada delivers poll shrug

•   FT: Aukus: How transatlantic allies turned on each other over China

•   FT: Quad group’s role under scrutiny after Aukus submarine deal

•   FT: Vietnam warned strict lockdown forcing companies to move manufacturing

•   FT: Will the pace of eurozone inflation accelerate?

•   FT: Top investors split on direction of ‘tempestuous’ China’s markets

•   FT: Credit Suisse dumped Evergrande exposure last year on risk fears

•   FT: UK’s green gilt success points to pricing dilemma for retail version

•   FT: Investors on watch for ‘political shift’ after Germany’s election

•   FT: Is it time to avoid investing in China?

•   FT: Hedge funds reap windfall by betting on specialist commodity markets

•   FT: US LNG exporters plan projects to capitalise on European shortages

•   FT: Airbus gears up for hydrogen jet as fuel of future edges closer to reality

•   FT: Governments must relieve supply chain turmoil, says shipping boss

•   FT: US retailers compete to entice workers in face of labour shortage

•   Bloomberg: Central Banks Turning Slowly in Ending Pandemic’s Easy Money Era

•   Bloomberg: Charting the Global Economy: Inflation Is Nudging Central Banks

•   Bloomberg: Powell Hears Americans’ Laments on Job-Market Woes, Supply Chain

•   Bloomberg: CDC Director Warns of ‘Dire Straits’ in Delta-Hit Areas of U.S.

•   Bloomberg: Fed’s Mester Backs November Taper; George Says Test Has Been Met

•   Bloomberg: Bank of England Could Raise Rates Twice by May, BofA Says

•   Bloomberg: German Companies’ Key Post-Election Worry Is Left-Wing Alliance

•   Bloomberg: China’s Power Cuts Widen Amid Shortages and Climate Push

※   Curbs on electricity supplies spread to more than 10 provinces

※   Record high coal prices mean power plants operating at a loss

•   Bloomberg: China Power Crunch Is Next Economic Shock Beyond Evergrande

•   Bloomberg: China’s Guangdong Calls for Reduced Power Use at Shops, Offices

•   Bloomberg: China’s Housing Sector Risks Falling Into Bear Market, Citi Says

•   Bloomberg: Logistics, Staff Shortage Hurt Indonesia’s Shot Progress

•   Bloomberg: India Will Export 8 Million Vaccine Doses Under Quad Partnership

•   Bloomberg: Brazil Politics: Bolsonaro Says He Won’t Doubt Voting System

•   Bloomberg: Iran to Return to Talks on Nuclear Deal Soon, Minister Says

•   Bloomberg: China Adds $71 Billion in Cash in Past Week to Calm Nerves

•   Bloomberg: A Global Equity Trader’s Guide for China Evergrande Debt Crisis

•   Bloomberg: China Supplants U.S., Fed as Biggest Risk for Emerging Markets

•   Bloomberg: Evergrande Won’t Deter Investcorp From Expansion Into China

•   Bloomberg: SEC Punts on ‘Unreasonable’ Rule That Surprised Bond Traders

•   Bloomberg: Supply Chain Latest: Energy Crunch Risks Food Shortages

•   Bloomberg: China to Form Two Rare Earth Giants to Strengthen Pricing Power

•   Bloomberg: Elon Musk Takes Part in China Event Led by Xi Cooperation Pledge

•   Bloomberg: iPhone 13 Pro Max Impressions, 2022 iPhone 14 Redesign Details

•   Bloomberg: Energy Crisis Puts World’s Most Ambitious Climate Plan to Test

•   Bloomberg: Battery Fires Haunt the Electric Car and Clean Power Revolution

•   Reuters: EU says U.S. trade, tech council to boost its clout, set rules for 21st century

•   Reuters: Key dates in Catalonia's independence bid and subsequent events

•   Reuters: ECB's Lagarde says many causes of inflation spike are temporary

•   Reuters: England's COVID R number dips, epidemic could be shrinking

•   Reuters: Erdogan: Turkey intends to buy more Russian defence systems

•   Reuters: Vietnam to relax COVID-19 restrictions to revive pandemic-hit economy

•   Reuters: Vietnam's Vabiotech to start commercial production of Sputnik V vaccine

•   Reuters: Japan's ruling party race puts legacy of Abenomics in focus

•   Reuters: Renewable energy firms pin hopes on Taro Kono winning race for Japan PM

•   Reuters: Bolsonaro's son and two cabinet members diagnosed with COVID-19

•   Reuters: Sinovac's COVID shot highly effective against serious illness- Malaysia study

•   Reuters: CanSinoBIO's COVID vaccine, tested at lower dosage, safe for children -study

•   Reuters: IMF estimates global fossil fuel subsidies at $6 trillion-Georgieva

•   Reuters: Exclusive: Under U.S. sanctions, Iran and Venezuela strike oil export deal

•   Reuters: China steps up Australian wheat imports despite trade standoff

•   Reuters: Chinese coal firms meet to address winter supply challenges

•   Reuters: EXCLUSIVE China is unlikely to approve Baidu's $3.6 bln purchase of JOYY's YY Live -sources

•   Reuters: Analysis: Norway, Russia reap rewards from Europe's flexible gas market

•   Reuters: Analysis: Fed's bond-buying program may be on the way out, but it's not going far

•   AP: US has enough COVID-19 vaccines for boosters, kids' shots

•   CNN: Can Europe power the recovery as US and China stumble?

•   CNBC: Orient Capital Research on Evergrande debt crisis, investor worries

•   CNBC: Tesla drivers can request Full Self-Driving Beta with the press of a button, despite safety concerns

•   CNBC: Wharton's Jeremy Siegel sees some problems for stocks on the horizon

•   SCMP: China and EU to hold talks on Tuesday as sanctions, Aukus and Lithuania throw up complications

•   SCMP: Exclusive | Kissinger’s ‘secret’ China trip recalled as Wall Street veteran meets key Chinese leaders, visits Xinjiang

•   SCMP: Aukus fallout: is there a ‘small window of opportunity’ for China?

•   SCMP: China tries to rally national pride as it paints Meng Wanzhou’s release as proof the US targeted an innocent woman for political reasons

•   SCMP: US-China relations: what comes next after release of Huawei’s Meng Wanzhou?

•   SCMP: HSBC, UBS among big banks to have cut exposure to China Evergrande as outlook worsens for debt-stricken developer

•   SCMP: China to ‘deepen’ antitrust probe into mobile payment sector despite ‘interim progress’

•   SCMP: Evergrande: Hui Ka-yan’s childhood dreams fuelled a debt binge and audacious goal that has left the world on tenterhooks

•   SCMP: China’s Covid-19 cases lowest since latest outbreak, but National Day holiday a big worry

•   Caixin: Cover Story: China’s Assault on Big Tech’s ‘Walled Gardens’

•   Caixin: Smartphone Brand Honor Restores Its Fortunes Now That It’s Free of Huawei

•   Nikkei Asia: How the winner of Japan's PM race could affect markets

•   Nikkei Asia: LDP race: Kono leads Kishida 46% to 17% in Nikkei poll

•   Nikkei Asia: Suga suggests optimism for lifting COVID state of emergency

•   Nikkei Asia: China-Taiwan tensions pose tough questions for Japan PM hopefuls

•   Nikkei Asia: Japan welcomes Taiwan's CPTPP bid, citing island's values

•   Nikkei Asia: Japan, India oppose attempts to alter Indo-Pacific status quo

•   Nikkei Asia: Key Apple, Tesla suppliers halt production amid China power crunch

•   Robotics & Automation News: AGV vs AMR: What are the differences and which one do you need in your facility

•   Robot Report: 9 robotics projects focusing on COVID-19

•   매경(P1): "삼성, 반도체 자료 내놔라" 군수법 꺼낸 美

•   매경: "10년 투자한다면 주식 대신 이것"…한때 서학개미 우상 돈나무 언니 이번엔 믿어도 되나

•   매경(P1): [단독] "삼성전자 기밀 내놔라"…美, 고객명단 증설계획 中시설 자료까지 요구했다

•   매경: 자동차·디스플레이업계도 美 정보 요구에 '전전긍긍'

•   매경: 정부 "반도체는 핵심산업…기업과 공조해 대응"

•   매경: 韓배터리·철강·車기업도 美우선주의에 '전전긍긍'

•   매경(P1): "평창 영월 단양 태안 부여 거창 남원 보성…인구 소멸 위험지역"

•   매경: 작년 전세계 칭송했는데…예상치 훌쩍 뛰어넘는 확진자수에 K방역 진퇴양난 빠졌다

•   매경: "일 잘하고 건강한 고령자 시대…정년연장보다 인력 재배치를"

•   매경: 제휴상품 밀어준 쿠팡·택시콜 몰아준 카카오…알고리즘 불신 자초

•   매경: EU, 플랫폼 꼼수땐 매출 10% 벌금…美는 자체상품 팔면 기업 강제분할

•   매경: "18년전 세컨드라이프와 달라…요즘 메타버스는 진짜"

•   매경: 구조조정·위드코로나…실적 회복기업 뜬다

•   한경(P1): 1회 충전으로 800㎞ '꿈의 배터리'…LG엔솔 일냈다

•   한경: 빠른충전·긴 수명…LG엔솔 '꿈의 배터리'에 성큼

•   한경: 美 노바백스, WHO에 백신 긴급사용 신청…SK바사 위탁생산 탄력

•   한경: 택시업계 반발에 멈춘 타다…로톡은 'AI 형량예측' 중단

•   한경: 규제 대상 플랫폼, 韓 100개 vs EU 10개

•   한경: "아! 그때 살 걸"…외국인들 '슬금슬금' 삼성전자 샀다

•   한경: 작년 전국 땅값 6.7% '껑충'…물가 상승률의 13배 올랐다

•   한경(P1): 카드론도 꽁꽁…중산층까지 돈맥경화

•   한경: 5대 은행 가계대출 '알짜상품' 대거 사라져

•   한경: 연말까지 '주택대출 보릿고개' 우려

•   한경: '영끌' 직장인, 1억2000만원 신용대출 연장하려다 '날벼락'

•   한경(P1): 상장사 실적 증가세 둔화

•   한경: 국민주 3인방' 3분기 호실적…주가도 날개 펼까

•   한경: 이익 둔화에 커지는 '피크아웃' 논란…종목 '옥석 가리기' 본격화

•   한경(P1): 이번엔 도시가스…공공요금 줄줄이 오른다

•   한경: 도시가스료 11월 오르나…산업부 "더는 못버텨"

•   한경: 전기요금, 내년에도 또 오른다…기후환경요금 연내 인상할 듯

•   한경: 기업 89% "중장년 인력관리 힘들다"

•   한경: 60세 이상 '부스터샷' 곧 시행…화이자·모더나 1·2차 간격 좁힌다

•   서경(P1): 이재용, 이르면 내달 방미···20조 반도체공장 확정할듯

•   서경: 기업 7곳 중 1곳, 벌어서 이자도 못 갚는다···한계기업 비중 역대 최대

•   서경(P1): 시중銀 대출죄기 도미노···DSR 2단계도 빨라진다

•   서경(P1): 돌연 정상회담 꺼낸 김여정, 네가지 노림수 있다 [이슈&워치]

•   서경: "통화정책만으론 가계빚 못잡는다" ...은행 추가 자본 적립 언급한 한은

•   서경: 드론 날고 자율주행 시동 거는데···'아날로그법'에 혁신 제자리

•   서경: 행정형벌 남발···창업기업 5년도 안돼 3분의 2 폐업

•   서경: 정부 "적극 육성" 외쳤지만···규제장벽 둘러싸인 수소·바이오

•   서경: 가스公만 5.6조···탈탄소에 허리 휘는 공기업

•   서경: 선박 설계·생산부터 고객 인도까지 로봇이 전담···현대重 '지능형 조선소' 2030년 뜬다

•   서경: ESG 뜨자···몸값 높아지는 '순환경제株'

•   조선(P1): 확산 거세지만, 10월말 ‘위드 코로나’

•   조선(P1): IAEA “핵 포기하라”… 김여정, 南에 “핵보유국 인정하라”

•   조선: 서울 아파트 절반 10억 넘는데, 14년째 양도세 비과세 9억

•   조선: 주사 대신 반창고... 붙이는 코로나 백신 개발

•   조선: 백신 약발 떨어진다…70~80대 확진자 70%가 접종 완료자

•   조선: [세상만사] 메타버스서 회의한다는데… 회의실이 어디야

•   조선: 코인거래소 빅4만 생존...김치 프리미엄 4%대로 올랐다

•   조선: 최태원, 美 배터리 투자 12조로 두배 늘린다

•   조선: 머스크 “안전한 원자력 떠나는 나라들 있어 놀랍다”

•   조선: 임대차법 1년, 서울 전셋값 상승액 3배

•   조선비즈: D램값 떨어진다?… “지나친 우려” 삼성·SK, 54조 투자 계획대로

•   조선비즈: 한은 “국제유가 하반기 70달러 내외 유지... 내년부터 안정”

※   한국은행: 해외경제 포커스(제2021-36호)

•   조선비즈: [단독] 탄소중립 위해 조력발전 하겠다는 정부... 타당성조사에서 낙제점

•   중앙(P1): 암호화폐 거래소 66곳 중 37곳 문 닫는다

•   중앙: “백신 부작용 감수하며 맞아야 하나” 20~30대 접종 꺼려

•   중앙(P1): 3000명대 확진…그래도 방역 더 조이는 것엔 전문가들 'NO' [view]

•   중앙: [기회의 K-바다] 국적선사 지원, 탄소중립…'해운 재건' 넘어 '해운 리더' 넘본다

•   중앙: [기회의 K-바다] 친환경 선박 기술개발과 보급으로 해운분야 탄소중립에 가속도

•   동아(P1): 北 김여정 “종전선언 흥미있지만 적대정책 철회 우선”

•   동아: 비수도권 확진 일주일새 29% 급증… 전국확산 통로된 귀성-귀경길

•   문화: 靑 입맛대로 짠 ‘탄소중립委’…“사실상 탈원전委”

•   국민(P1): [알림] ‘2021 국민미래포럼’ 엽니다

※   박용만 대한상공회의소 명예회장이 기조강연

•   국민: [현장기자] “기사 빼라”는 기재부 ‘왕차관’

•   경향(P1): 해외 석탄발전에 공적 금융지원 중단

※   기재부: 신규 해외석탄발전 공적 금융지원 가이드라인 마련

•   경향(P1): 1·2차 국가철도망, 신규사업 22% 검토 절차조차 진행 안돼 ‘미착수’

•   경향: 물가·세수 전망 다 틀려…빗나가는 정부, 불안한 가계

•   경향: 삼성·LG전자, 3분기 역대 최대 매출 전망…4분기엔 ‘글쎄’

•   머니투데이: 전셋값이 매매보다 4000만원 웃돈…'마이너스 갭투자' 늘어난다

•   머니투데이: "세금 6조 더 걷혔네" 매년 빗나간 세수추계…국회 "고쳐라"

•   머니투데이: [단독]車반도체 반년째 모자른데…"통계 없다"는 깜깜이 정부

•   머니투데이: 'D램 이어 낸드도' 힘 빠지는 반도체…韓 수출 '경고등' 켜졌다

※   DRAMeXchange: 【Market View】NAND Flash Market Will See Falling Quotes and 0-5% QoQ Declines in Contract Prices for 4Q21, Says TrendForce

•   머니투데이: 움직이는 수소충전소부터 전기차심장까지..미리보는 그린뉴딜 엑스포

•   더벨: 헝다그룹 리스크, 국내 은행권도 '노심초사'

•   파이낸셜뉴스(P1): [단독] 수익률 年1%…퇴직연금에 '내 미래' 안보인다

•   파이낸셜뉴스: [단독] 퇴직연금 90% 원리금보장형에 묻어놔… ‘16배 수익률’ 구경만 [연금기능 상실한 퇴직연금]

•   파이낸셜뉴스(P1): 태양광 · 전기차산업 폐기물, 재처리 거쳐 다시 태어난다

•   파이낸셜뉴스: 정부 창고에 쌓인 폐자원 재활용, 기업에 빗장 풀었다 [재처리 산업이 뜬다]

•   파이낸셜뉴스: 10∼11월에 한번 더? 한국도 금리인상 빨라진다

•   파이낸셜뉴스: 성능 높이는 韓… 가격 낮추는 中 전기차배터리 주도권 경쟁 승자는

•   파이낸셜뉴스: '23조 美파운드리공장' 첫삽 뜬 인텔… 반도체 패권경쟁 가열 [美·中에 협공 당하는 한국ICT]

•   파이낸셜뉴스: 중국 TV의 '역습'

•   파이낸셜뉴스: “건설주, 11월 주택공약 업고 오른다”

•   디지털타임스: 작년 기업 `일감 몰아주기` 증여세 1885억

•   디지털타임스: 전고체 배터리 상용화 글로벌 경쟁 불붙었다

•   디지털타임스: 中 미래車 시장 투자 늘리는 글로벌 완성차

•   이데일리(P1): 아파트 못사니 빌라로 향한 실수요자.."매수 신중해야"

•   이데일리: “글로벌 탄소배출권에 손쉽게 투자”…국내 ETF 첫 출격

•   연합: 오늘 2천500∼2천600명 안팎, 대확산 위기…거리두기 재연장 무게

•   뉴시스: 정의선·최태원·최정우…대기업 총수들, 줄줄이 국감 소환되나

※   고용노동부 국감 증인에도 많은 그룹 총수들이 이름을 올렸다. 정의선 현대차그룹 회장과 허태수 GS그룹 회장, 정용진 신세계그룹 부회장, 박지원 두산중공업 회장, 정몽규 HDC 회장, 정몽진 KCC 회장, 김홍국 하림 회장 등이 포함

•   이투데이: [뉴테크] 두산, 기술력 앞세워 계열사 간 수소 시너지 구축

•   e대한경제: [흔들리는 수소경제] 땅값 뛰고, 님비현상에 정책도 ‘엇박자’…갈 길 잃은 K-수소차

•   e대한경제: [흔들리는 수소경제] 수소車 충전하려 ‘지방 원정’…‘후진’ 수소경제

•   e대한경제: [흔들리는 수소경제] 기존 주유시설 활용 확대…부처 권한도 일원화 필요

•   e대한경제: 국민의힘 “전기요금 인상, 문재인 정부 탈원전 청구서…무책임의 후과는 국민 몫”

•   부산일보: ‘하이창원’, 이르면 내년 말부터 액화수소 생산·공급

•   에너지경제: 발전공기업, RPS 고정가격계약 체결 시스템 일원화 추진

•   전자신문(P1): [단독]SK, 각형 배터리 초읽기…폭스바겐 협력 주목

•   전자신문: 폭스바겐의 러브콜....SK이노, 각형 배터리로 화답

•   전자신문: 삼성전자, 뇌 신경망 '복붙'하는 차세대 메모리 반도체 기술 제안

[Opinions]

•   Project Syndicate(Chris Patten): The Necessity of AUKUS

•   Project Syndicate(Daniel Russel): Biden's Collaborative Containment Strategy

•   FT(Editorial Board): Democrats missing big picture on taxes

•   FT(Editorial Board): Evergrande leaves China’s economy at a turning point

•   FT(Editorial Board): After Merkel, Germany needs a modernising government

•   FT(Rana Foroohar): The US and EU should talk about competition

•   FT(Martin Sandbu): Energy crisis is moment of truth for Europe’s green ambition

•   FT(Ben Hall): Laschet claws back ground in Germany’s coalition contest

•   FT(Katie Martin): Climate change is getting real for investors

•   FT(Merryn Somerset Webb): Gas crisis shows why we must stop demonising fossil fuels

•   FT(Adam Samson): China’s crypto crackdown signals further pressure on offshore trading venues

•   FT(Erik Nielsen): What investors are looking for from the German elections

•   FT(Lex): Net zero pledges: not even next management’s problem

•   FT(Lex): Bond markets: inflation tremors chip away at yields

•   WSJ(Editorial Board): White House ‘Zero’ Hour

•   WSJ(Editorial Board): A Green Energy Texas Whitewash

•   WSJ(Editorial Board): $3.5 Trillion Is a Phony Number

•   WSJ(Editorial Board): China’s Answer to Aukus

•   WSJ(Editorial Board): China’s Hostage Triumph

•   WSJ(Editorial Board): Germany’s Muddled Message

•   WSJ(Alan S. Blinder): House Democrats Miss Some Necessary Tax Increases

•   WSJ(Holman W. Jenkins, Jr.): Joe Biden Wants to Undo a Rail Success

•   WSJ(Eric D. Hargan, Robert Kadlec): It Took Years to Reach Vaccine Warp Speed

•   WSJ(Mark Kelly): Democrats Keep Playing the Trump Card to Win Elections

•   NYT(Editorial Board): This Is No Way to End a Pandemic

•   NYT(Paul Krugman): Why Are Democratic Centrists Spouting Right-Wing Propaganda?

•   NYT(David Brooks): What Democrats Need to Do Now

•   NYT(Ross Douthat): Can Joe Biden Recover?

•   NYT(Michael R. Strain): Republicans Are Playing a Dangerous Game With Debt

•   NYT(Serge Schmemann): Angela Merkel Was Underestimated, and It Became Her Superpower

•   NYT(Anna Sauerbrey): Angela Merkel Is Leaving. It’s Time.

•   WP(Editorial Board): Democrats are on the verge of failure. But there is a path through.

•   WP(Editorial Board): The nation faces financial calamity. Republicans will be to blame.

•   WP(Editorial Board): Angela Merkel’s departure will be felt in a world that needs democratic champions more than ever

•   WP(E.J. Dionne Jr.): Democrats: Political suicide is not a strategy

•   WP(George F. Will): How a humble metal box began the most beneficial economic development in human experience

•   WP(David Von Drehle): Democrats in power should be asking ‘how’ to spend — not ‘how much’

•   WP(Fareed Zakaria): To contain China, joining the Pacific trade pact might be more effective than new submarines

•   WP(James Downie): Why are moderate Democrats okay with killing Biden’s legislative agenda?

•   Bloomberg(Editorial Board): Germany’s Election Could Go Dangerously Wrong

•   Bloomberg(Editorial Board): Putin, Russia's Disputed Election Leave Country in a Dark Place

•   Bloomberg(Niall Ferguson): Evergrande Is a Victim of Xi Jinping's China Crisis

•   Bloomberg(Noah Smith): Why China's Evergrande Crisis Could Be Worse Than the U.S. Crash

•   Bloomberg(John Authers): Mr. Market Is Offering Us a Second Bite at Value Stocks

•   Bloomberg(Robert Burgess): Record U.S. Household Net Worth of $142 Trillion Is Double-Edged Sword

•   Bloomberg(Julian Lee): Europe Energy Crisis: Oil’s Going to Have a Good Winter, Even If You and I Don’t

•   Bloomberg(Anjani Trivedi, Shuli Ren): What Happened to Evergrande and China's Real Estate Market?

•   Bloomberg(Tim Culpan): Huawei CFO Swap With Canada's Two Michaels Shows the Depth of Ties to Beijing

•   Bloomberg(Mark Gilbert): Bank of England Faces Storm of Slowing Growth, Surging Energy Prices, Inflation

•   Bloomberg(Lara Williams): Evergrande's Crisis Should Worry Everyone

•   CNBC(Bill Cassidy): Bipartisan Infrastructure bill's working class agenda

•   MarketWatch(Mark Hulbert): The most accurate stock-market predictor was released this week. The next 10 years don’t look good.

•   Reuters(John Kemp): Worldwide energy shortage shows up in surging coal, gas and oil prices

•   한경(황정수,): 중국산 서빙 로봇의 한국 식당 공습

•   경향(이용기): 발전소로 변해가는 농촌 들녘