Business Intelligence Monitor 210928

(Introduction)

[Markets]

•   Global: GLOBAL-MARKETS-Rising Treasury yields hit tech stocks; oil at 3-year highs

※   Oil climbs on tight supply, strong demand

※   European stocks end lower

※   U.S. stock indices mixed

※   U.S. 10-year Treasury yield hits 1.5%

※   Bonds pressured by hawkish central banks, inflation

•   Global: Miners’ share price gains evaporate as iron ore price slumps

•   Natural gas: Natural Gas Prices In Europe Hit An All-Time High

•   Metals: China power crunch undermines industrial metals

•   Grains: Corn futures up 2% on firm cash markets; soybeans post modest gains

•   한국: 코스피 0.27% 상승…외국인 8일 연속 순매수

•   한국: 김여정 말 한마디에…대북株 '들썩'

•   한국: 두산그룹주 다 올라, 두산퓨얼셀 6%대 오리콤 5%대 상승

[Indicators]

•   US Aug. Durable goods orders: U.S. Durable-Goods Orders Rise Sharply Despite Supply Constraints

•   한국 2020년 파산신청: 코로나19로 파산 신청 증가… 개인파산 5년 만에 최대치

•   한국 8월 8월 민간아파트 분양가격: 분상제 1년, 서울 분양가 17.3% ↑

•   한국 9월 소비자동향: 코로나 4차 유행에도 소비심리 3개월 만에 반등

•   한국 4분기 BSI(대한상의): 긍정 전환에 7년 걸린 제조업 경기전망, 1분기 만에 또다시 ‘흐림’

[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: Senate Republicans Set to Block Bill Tying Short-Term Funding Bill to Debt Ceiling

•   WSJ: Fed Chief Jerome Powell Says Inflation Is Elevated but Likely to Moderate

※   The Federal Reserve chairman is set to testify before Congress with Treasury Secretary Janet Yellen on Tuesday

•   WSJ: Fed Official Lael Brainard Says Labor Market, Inflation Can Return to Pre-Pandemic Equilibrium

※   Fed governor plays down concerns that pandemic has permanently reduced the availability of workers

•   WSJ: Fed Leaders Rosengren, Kaplan Announce Retirement Amid Trading Controversy

•   WSJ: Biden Receives Covid-19 Booster Shot

•   WSJ: Housing Affordability Concerns Rise to the Fore World-Wide

•   WSJ: The Great Car-Chip Shortage Will Have Lasting Consequences

•   WSJ: The Pandemic Hit Cities Hard. And Then There’s Washington, D.C.

•   WSJ: U.S. Asked Russia About Offer of Bases to Monitor Afghan Terror Threat

•   WSJ: Cryptocurrency Exchanges Curb Trading From China After Beijing’s Warning

•   WSJ: Crypto Guru Pleads Guilty to Advising North Korea on Blockchain Technology

•   WSJ: Vaccination Status Is the New Must-Have on Your Resume

•   WSJ: U.S. Companies Getting Less Bang for Investment Bucks

•   WSJ: Google Pushes to Overturn EU’s $5 Billion Antitrust Decision

•   NYT: U.S. Debt-Limit Brinksmanship Has Become a Political Game

•   NYT: Explaining the U.S. Debt Limit and Why It Became a Bargaining Tool

•   WP: Some Bolsonaro supporters have called for a military takeover of Brazil. Why do they wave the American flag?

•   FT: Germany’s ‘kingmaker’ parties to start talks after narrow SPD election win

※   Greens and liberals aim to bridge differences in search of coalition deal with Scholz or Laschet

•   FT: Germany’s election results in charts and maps

•   FT: Greens and FDP emerge as kingmakers in bid to succeed Merkel

•   FT: German election likely to extend Merkel’s long goodbye

•   FT: Labour shortages increase pressure on global economy

•   FT: Covid sparks biggest fall in life expectancy since second world war

•   FT: End of Covid job schemes still leaves US, EU and UK short of workers

•   FT: European defence: the quest for ‘strategic autonomy’

•   FT: France’s centre-right party to hold presidential primary in December

•   FT: Berlin voters back call for property expropriation

•   FT: UK fuel crisis threatens to hit health services and industry

•   FT: UK consumers face £820m bill for failed energy groups, research finds

•   FT: Johnson prepares to call in army as panic buying drains UK petrol pumps

•   FT: Evergrande electric car division cancels Shanghai listing

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

•   Telegraph: Mini nukes to get boost from Government funding

•   Bloomberg: Evergrande Pain Spreads to Wealthy Investors as More Interest Payments Missed

•   Bloomberg: PBOC Vows ‘Healthy’ Property Market Amid Evergrande Crisis

•   Bloomberg: China’s Power Crisis Moves From the Factory Floor to Homes

•   Bloomberg: China’s Growth Forecasts Take a Hit as Power Crunch Worsens

※   Power cuts to lower GDP growth by 0.1-0.15ppt in 3Q, 4Q: CICC

•   Bloomberg: China’s Electricity Shock Is Latest Supply Chain Threat to World

•   Bloomberg: Why China Is Facing a Power Crunch and What It Means: QuickTake

•   Bloomberg: China’s Recovery Is Coming Under Pressure From Weak Demand

•   Bloomberg: U.S.-EU Trade Meeting Faces Limits Amid French Objections

※   France is holding up agreement on joint final statement

•   Bloomberg: Biden, Pelosi Pressure Democrats Ahead of Showdown on Agenda

•   Bloomberg: Janet Yellen Declines to Take Calls From IMF's Georgieva After China Scandal

•   Bloomberg: White House Says ‘No Link’ Between Huawei Case, Freed Canadians

•   Bloomberg: Brexit Is to Blame, Scholz Reminds U.K. on Truck Driver Shortage

•   Bloomberg: Bank of England Reinforces Option for Rate Hike This Year

•   Bloomberg: Coal Shortage Deepens in India Amid Plunging Plant Inventories

•   Bloomberg: China Says Xi Personally Gave Orders on Handling of Huawei Case

•   Bloomberg: Brisk Vaccination Rate Primes Indian Economy for Acceleration

•   Bloomberg: Rio Becomes Latest Brazilian City to Adopt Vaccine Passports

•   Bloomberg: Bolsonaro Minister Vows Petrobras Privatization in 10 Years

•   Bloomberg: Japan Premier Hopeful Charts Collision Course With China

•   Bloomberg: Money Flees Emerging Bond ETFs on Evergrande, Fed Taper Risk

•   Bloomberg: Coal Prices Are Booming, But U.S. Miners Struggle to Boost Output

•   Bloomberg: Supply Chain Latest: Automakers Buckle Up for More Chip Turmoil

•   Bloomberg: Electric Car Interest Soars as Britons Confront Fuel Shortage

•   Bloomberg: China’s Tech Tycoons Pledge Allegiance to Xi’s Vision

•   Bloomberg: IPhone Assembler Starts Energy-Saving Measures in China

•   Bloomberg: Why Solar Energy Industry Will Struggle Under Expanded Tariffs

•   Bloomberg: Fed Climate Stress Test Model for Banks Seen in Research Paper

•   Bloomberg: Total’s Energy Outlook: Global Oil Demand To Peak Before 2030

•   Bloomberg: Saudi Arabia Eyes Green Bond in 2022 as Sustainable Debt Soars

•   Reuters: EU reviewing data on Moderna's COVID-19 booster shot

•   Reuters: NY Fed's Williams says tapering of asset purchases may soon be warranted

•   Reuters: Fed's highest priority is to get people back to work: Kashkari

•   Reuters: Fed's Evans sees taper close, expects rate hike in 2023

•   Reuters: New York hospitals face staff shortages as vaccine mandate kicks in

•   Reuters: ECB's Lagarde keeps door open to higher inflation

•   Reuters: BoE's Bailey sees growing case for interest rate rise

•   Reuters: Economists, business relieved no left alliance after Germany vote

•   Reuters: German inflation could stay above 2% through mid-2022 -Bundesbank

•   Reuters: U.S. plans projects in Latin America countering China's Belt and Road

•   Reuters: EXCLUSIVE China Evergrande's wealth management arm faces local government inquiry

•   Reuters: Malaysia pledges spending, green goals in 5-year economic plan

•   Reuters: Vietnam COVID-19 epicentre may have 40% more unrecorded cases - report

•   Reuters: Sydney's COVID-19 lockdown to end sooner for the vaccinated

•   Reuters: Small study shows antibody growth from AstraZeneca, Sputnik Light COVID-19 vaccine mix

•   Reuters: Taiwan says needs long-range weapons to deter China

•   Reuters: As OPEC reopens the taps, African giants losing race to pump more

•   Reuters: U.S. export tightening slows advance of Chinese C919 jet -sources

•   Reuters: Explainer: What is behind China's power crunch?

•   AP: US-Russia set 2nd round of strategic talks under Biden admin

•   AP: EXPLAINER: How and when Germany will form a new government

•   CNN: Economists slash their forecasts for America's growth

•   CNBC: ‘I’ll be darned’: Biden reacts to pivotal German election result

•   CNBC: The Quad countries pledge to promote an Indo-Pacific region that is ‘undaunted by coercion’

•   CNBC: China will likely fail in its CPTPP bid — but it’s a ‘smart’ move against the U.S., say analysts

•   CNBC: ECB member says the central bank needs to be ‘even more conservative’

•   CNBC: Bank of America: Carbon offset market to x 50 to meet net-zero goals

•   MarketWatch: Why investors should buy the dip in copper over the next 3 months amid a commodity ‘supercycle’

•   SCMP: US-China relations: Meng Wanzhou’s return clears one roadblock to a reset

•   SCMP: What Chinese vice-president told old friend from US about Communist Party’s legitimacy

•   SCMP: Will Kim’s sister’s olive branch to Seoul herald a four-nation summit with US, China at the Beijing Winter Olympics?

•   Global Times: State Grid vows to ensure power demand for livelihood needs

•   Nikkei Asia: Panasonic to cut 1,700-plus jobs in Japan and Singapore

•   Nikkei Asia: Japan PM hopeful Kishida leads in LDP lawmaker support: poll

•   Nikkei Asia: Japan to lift COVID emergency on Thursday

•   Nikkei Asia: Apple suppliers warn China's energy rules threaten supply chain

•   Nikkei Asia: Duterte's legacy on the line as Philippine elections loom

•   Economic Times: India reports 29% surge in employment across nine sectors in June quarter: Labour ministry survey

•   For Construction Pros: Commercial Construction Contractors Struggle to Find Workers, Materials As Recovery Stalls

•   DIGITIMES: Southeast Asia roundup: Xiaomi top smartphone brand in Indonesia in 2Q21

•   DIGITIMES: PCB suppliers optimistic about additional orders for iPhone 13 series

•   DIGITIMES: Components plants in China suffering from power cuts

•   Robotics & Automation News: Retail robots market expected to reach $55.8 billion by 2028

•   매경(P1): 뉴욕 스타벅스 플라스틱 컵 동나간다…글로벌 공급망 퍼펙트스톰 몰려온다

•   매경: "포스코 공장까지 멈췄다"…사상 최악 전력난 中, 대체 무슨 일이

•   매경: "배도 비행기도 없다"…물류 대란에 전세계 비상 걸렸다

•   매경(P1): 고승범 금융위원장 간담회…"내년에도 대출 총량규제"

•   매경: "빚투 폭탄 곧 터진다" 금감원까지 경고하고 나섰다…신용융자 1년반새 4배 폭증

•   매경(P1): 신용카드 2분기보다 더 쓰면 최대 20만원 돌려받는다…10~11월 시행

•   매경: 반도체 기술 패권전쟁 총력 대응…경제·안보장관 통합회의 만든다

•   매경: 상반기 기업배당금 1조7000억 늘었다

•   매경: 작년엔 잘 나갔는데…삼성전자 현대차 주가 연말까지 안갯속

•   매경: "2차전지·건설·정유, 4분기까지 실적개선"

•   한경: '코로나 실직자' 반영해보니 실제 실업률 0.29%P 높았다

•   한경: 삼성전자·SK하이닉스, 美 대규모 투자 예고

•   한경: "한·미 협력, 반도체·배터리·바이오 '3大 동맹'으로 레벨업 시켜야"

•   한경: "내년까진 반도체·車·IT 등 주목"

•   서경(P1): 테스트할 도로 없어···美로 가는 자율차

•   서경: 테슬라는 OTA로 달리는데 韓은 '불법'···허가·인증받다 날샐판

•   서경: 배달로봇은 '車' 보도 못다녀···법적제한에 막혀 상용화 먼길

•   서경: "美 반도체기업, 車 SW 강화···韓, 기술종속 우려"

•   서경: 9 to 6' 공식 깨진지 오랜데···유연근로·해고 여전히 어려워

•   서경: 제조업 중심 귀족노조가 혜택 독식···비정규직·하도급 노동자 소외 심화

•   서경: 작년 종사자 180만···플랫폼시대 新노동법 '오리무중'

•   서경: 가스공사 “수소 사업자로 변신···2030년 영업익 3조 달성”

•   서경: 경총 "사용자만 처벌하는 부당노동행위, 노사 균형 저해"

•   서경: 애플·MS·샤오미 상륙··· '터줏대감' 삼성과 하반기 태블릿 대전

•   서경: '기업인 백신 패스트트랙' 돌연 없앤 정부

•   조선(P1): 법원, 징용 피해자가 압류한 日미쓰비시 자산 첫 매각 명령

•   조선(P1): 태양광·풍력 저장배터리 비용만 최대 1248조

•   조선: 한은, 전세대출 낱낱이 들여다본다

•   조선: 올 상반기 배당부자 1위 홍라희...이재용 제치고 2위 오른 사람은?

•   조선: 단타 치중한 개미들, 돈 잃고 세금까지 더 냈다

•   조선: 알루미늄 48%, 구리는 21% 껑충... 환경규제가 부른 그린플레이션

•   조선비즈: 홍남기 “내년 경제정책방향 수립 착수... 일자리·구조개혁 반영”

•   조선비즈: 文정부 출범 후 서울·경기 상가 공실률 최대 19배 ‘폭증’

•   조선비즈: 건화물선 13년만에 최고운임… “태풍 착시효과” 분석도

•   조선비즈: “고비용에 공급 불안정”… GM·르노, 한국서 車 생산 줄인다

•   조선비즈: 스마트폰 카메라 구멍 숨긴 ‘UDC 기술’… 中 추격 빨라진다

•   조선비즈: 기업 5곳 중 1곳은 이자도 못갚는 한계기업… OECD 중 4번째로 높아

•   중앙(P1): 고1·2, 임신부 내달 18일부터 접종 시작한다

※   질병관리청: 고령층 90%, 성인 80% 접종 완료로 단계적 일상회복 준비(9.27.)

•   중앙: 반·폰·환 트리플 호재, 삼성전자 분기 매출 첫 70조 넘을 듯

•   JTBC: [단독] 전국 모든 원전이 '철근 구조물' 드러난 채 가동됐다

•   동아: 38노스 “北, 영변 핵시설 일부 건물 공사중”

•   동아: 성인 90% “코로나 종식 불가능… 독감처럼 관리해야”

•   동아: 꽁꽁 숨기던 월급도 먼저 공개… 기업들, 2030 인재 모시기 ‘사활’

•   문화(P1): <알립니다>‘문화산업포럼’ 10월 7일 개최

•   문화: 美中 패권경쟁·디지털 전환 ‘퍼펙트 스톰’ 가속화…‘플랜B’ 준비하라

•   문화: 삼성 주도 폴더블폰에 MS 가세… 패권경쟁 격화 예고

•   한국: 세금 낼 바엔 물려준다...부동산 증여 더 늘고 시기 빨라졌다

•   머니투데이(P1): 5대銀 남은 대출여력 겨우 3.7조…"대출제한 확산할 것"

•   머니투데이: 국민 74% 백신 맞았는데 하루 4000명 걱정 최대위기…왜?

•   헤럴드경제: “美 반도체기업 미래차 플래포머 부각...한국車 기술종속 우려”

•   헤럴드경제: 주52시간·최저임금에 전기요금 인상까지...‘엎친데덮친’ 제조中企

•   헤럴드경제: “앞날에 성장이 펼쳐졌다” 뭉칫돈 몰리는 수소株·펀드 [재테크 플러스-미래산업 ‘수소경제’ 급부상]

•   헤럴드경제: “연기금이 몰려온다”...채권시장도 ESG 투자 열풍

•   파이낸셜뉴스(P1): [단독]'깡통 전세'에 당하는 2030세대

•   파이낸셜뉴스(P1): 한국, 가입 64년만에 IAEA 이사회 의장국

•   파이낸셜뉴스: K배터리, 中-유럽 배터리 공조에 촉각

•   파이낸셜뉴스: "포트폴리오 넓히자" 중견건설사들, 해외서 새 먹거리 발굴

•   아시아경제(P1): 투키디데스의 함정에 빠진 韓기업들

•   아시아경제: "트럼프보다 더한 바이든" 자국우선주의에 발목잡힌 수출기업

•   아시아경제: [미니CEO가 뜬다]애자일 조직의 심장…쿠팡부터 초기 스타트업까지 ‘러브콜’

•   디지털타임스(P1): [기획] 무리한 과세정책이 조세저항 키웠다

•   디지털타임스: 반대매도 연중 최대… 빚투, 까딱하면 `깡통계좌`

•   이데일리(P1): 저출산·고령화에 휘청이는 韓경제…피치 "성장 압박" 경고

•   이데일리(P1): 포드, 벤츠, 토요타는 되는데 현대차는 안 된다?

•   이데일리: "백신, 이제 간편하게 붙이자"...국내외서 개발 속도내

•   연합: 오늘 2천명대, 비수도권도 증가세 전국적 재확산 양상 '비상'

•   연합: 북, '김여정 담화' 사흘만에 미상발사체 발사…정부 대응 주목

•   연합: 정부지원 해외 온실가스 저감 프로젝트 사업화율 9.5% 불과

•   연합: 2025년 드론택시 하늘길 만든다…정부, 도심항공교통 밑그림 제시

•   e대한경제: 삼성ㆍLG전자, ‘高 운임’까지…하반기 대목 앞두고 원가 관리 비상

•   EBN: "위기는 넘겼지만"…어깨 무거운 두산중공업

•   더구루: 삼성, 파운드리 수익성 개선 고민…고객사 확보 '사활'

•   오마이뉴스: 부산 찾은 김동연... "조용한 혁명으로 이어가겠다"

•   UPI뉴스: [단독] 재벌경영 세대교체…등기임원 5명 중 1명 'MZ세대'

•   열린뉴스통신: 정부, 미국·중국·일본 등과 "그린수소 국제 협력 방안 논의...우리 기업 해외시장 진출 촉진 노력"

※   외교부: 2021 국제 수소에너지 컨퍼런스 개최

•   에너지경제: 전기-기후환경요금 줄인상 예고...원전·신규석탄 역할론 부상

•   에너지경제: 재생에너지 발전비용 낮아진다지만 '글쎄'…"주민수용성 확보 안되면 공염불"

•   전자신문(P1): 삼성D, 차세대 패널 'QD디스플레이' 11월 양산

•   디지털데일리: [단독] 삼성전자, ‘갤럭시S21FE’ 언팩 취소…출시도 재검토

[Opinions]

•   Project Syndicate(Melvyn B. Krauss): Goodbye to the German Status Quo

•   Project Syndicate(Jules Kortenhorst): Greening the Hardest Sectors

•   Project Syndicate(Joseph E. Stiglitz): A Coup Attempt at the IMF

•   Project Syndicate(Stephen S. Roach): Connecting the Dots in China

•   Project Syndicate(Jan-Werner Mueller): The Good and Bad in Germany's Election

•   Project Syndicate(Harold James): Germany's Europeanized Malaise

•   FT(Editorial Board): Political renovation is a German strength

•   FT(Jeffrey Sachs): Anti-China hysteria lies at heart of action against IMF’s Georgieva

•   FT(Ruchir Sharma): Evergrande’s troubles show China is just as susceptible to capitalism’s ill effects

•   FT(Gideon Rachman): Europe still lacks a unifying vision

•   FT(Ben Hall): After Merkel, the CDU surveys the wreckage

•   FT(Lex): Nuclear: energy price spike renews case for low-carbon maverick

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

•   WSJ(James Freeman): Biden’s New Spending Whopper

•   WSJ(Walter Russell Mead): Aukus Is the Indo-Pacific Pact of the Future

•   WSJ(William McGurn): Joe Biden’s Lose-Lose Week

•   WSJ(Gerard Baker): Joe Biden’s Economic Fantasy World

•   WSJ(Allysia Finley): Climate Policy Meets Cold Reality in Europe

•   NYT(Peter Coy): How a Princeton Economist Teaches Resilience

•   WP(Eugene Robinson): No matter what happens in Congress, the Biden administration has done big things

•   WP(Isaac Stone Fish): China’s hostage diplomacy and the depths of Huawei’s state links

•   Bloomberg(Mark Gongloff): China's Housing Bubble Is the Real Backdrop for Evergrande

•   Bloomberg(David Fickling): Evergrande and China Power Curbs Are Two Sides of One Coin

•   Bloomberg(John Authers): Fund Managers See Stocks Outperforming Bonds Despite Economy

•   Bloomberg(Jonathan Bernstein): Biden's Approval Rating: It's Slumping, But Even Reagan Saw Worse

•   Bloomberg(Andreas Kluth): After Merkel Leaves the Stage, the Mantle of EU Leadership May Fall to Draghi

•   CNN(Diane Hoskins): When it comes to cutting carbon emissions, the real estate industry is running out of time

•   MarketWatch(Mark Hulbert): Why stocks could lose popularity as the market’s ‘presidential election cycle’ enters its second year

•   Fox News(David McIntosh): Biden's $3.5T disaster – for the economy and Democrats

•   Reuters(John Kemp): Oil prices climb with little help from hedge funds

•   매경(차현진): 기후변화 대응, 결국 돈이 문제다

•   한경(정인설): 머스크가 일깨운 탈원전 수혜주

•   서경(사설): “원자력 떠나려는 나라 놀랍다” 조롱까지 받아야 하나

•   서울(온기운): 전환부문 탄소중립, 전력시장 정상화가 선행돼야

•   한겨레(한정애): 탄소중립기본법, 2050년 희망의 등대