Business Intelligence Monitor 211015

(Introduction)

[Markets]

•   Global: Upbeat bank earnings buoy US stocks; USD, Treasury yields dip

•   Turkey: Turkish lira hits record low after Erdogan sacks central bank officials

•   Metals: Zinc at 14-year high after output cuts driven by power crunch

※   Copper rose 2% to $9,835 a tonne

•   Grains: U.S. grain futures steady after slide on U.S. supply outlook

•   한국: 코스피 이틀째 반등 2,980대 회복…코스닥지수 3.14% 상승

•   한국: 유럽 "원전 중요" 발언에 두산重 함박웃음

•   한국: 두산그룹주 강세, 두산퓨얼셀 6%대 뛰고 두산중공업 3%대 올라

[Indicators]

•   US Sep. PPI: Prices Paid to U.S. Producers Post Smallest Advance This Year

•   US Weekly Jobless claims: Tight Labor Market, Supply Constraints Point to Persistent Inflation

•   China Sep. CPI·PPI: China’s Factory-Gate Prices Rise at Record Pace

※   Surging prices of coal and other commodities push up inflation, dimming hope it will ease globally in the near term

•   India Sep. WPI: September wholesale inflation slows but in double-digits for 6th straight month

•   India Oct. Consumer sentiment: Consumer sentiments improve in October so far: CMIE

•   한국 3분기 외화증권 보관·결제: 서학개미, 3분기 외화 증권 결제액 119조원 돌파···1위는 테슬라

•   한국 9월 국제금융·외환시장 동향: 외국인, 9월 한국주식 2조8천억원 사들여…5개월만에 순유입

•   한국 주간 아파트 가격(부동산원): “수도권 집값 오를만큼 올랐나”…4주연속 상승폭 둔화

[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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Moderna Booster Shot Backed by FDA Advisory Panel

※   FDA advisers voted unanimously in favor of the agency’s clearance of the shot to seniors and others at high risk of severe Covid-19

•   WSJ: Covid-19 Vaccine-Mandate Bans Tread on Uncertain Legal Ground

•   WSJ: 4.3 Million Workers Are Missing. Where Did They Go?

•   WSJ: Mass Evictions Didn’t Result After U.S. Ban Ended, Despite Fears

•   WSJ: Fed Official Sees Risks of More Persistent Inflation

•   WSJ: IMF Seeks to Allay Doubts Following Data-Rigging Scandal

•   WSJ: Oil Demand to Rise as Plants Switch Amid Gas Crunch

※   IEA: Oil Market Report - October 2021

•   WSJ: Push to Operate L.A. Port 24/7 Off to Slow Start

•   WSJ: Nearly 40% of U.S. Households Face Financial Difficulties Amid Pandemic

•   WSJ: A Winter of Giant Gas Bills Is Coming

•   WSJ: U.S., European Nations Claim Progress on Path to Removing Digital Taxes

•   WSJ: U.S. SPAC Frenzy Inspires a Reboot in Asia

•   WSJ: What Bank Earnings Tell Us About the Economy

•   WSJ: Deere Workers Go On Strike for First Time in 35 Years

•   NYT: ‘Lurching Between Crisis and Complacency’: Was This Our Last Covid Surge?

•   NYT: Newly Discovered Bat Viruses Give Hints to Covid’s Origins

•   NYT: As Western Oil Giants Cut Production, State-Owned Companies Step Up

•   NYT: Everything Is Getting More Expensive

•   WP: Senators aim to block tech giants from prioritizing their products over rivals’

•   FT: Brussels urged to prepare contingency plan for UK trade war

※   EU countries want European Commission to be ready if Britain suspends key part of Brexit deal

•   FT: Economists slash German growth forecast as supply problems hit

•   FT: The EU’s electricity market and why soaring gas prices are driving bills higher

•   FT: The supply chain crisis and US ports: ‘Disruption on top of disruption’

•   FT: DP World head says supply chain problems could last for two years

•   FT: Inflation drives up drillers’ costs in US shale oil patch

•   FT: Vietnam’s business recovery sputters after worker exodus

•   FT: Evergrande crisis leaves Chinese developers shut out of global debt markets

•   FT: China GDP: 5 things to watch when quarterly data are released

•   FT: Winning from the energy price surge: shale bosses

•   FT: How Latin America became tech’s next big frontier

•   FT: TSMC predicts gross profit margins of 50% after global chip shortage

•   FT: Universal Hydrogen to start testing fuel cells in passenger jet

•   Bloomberg: IMF Advisors Warn of Growing Threats to Covid Economic Recovery

•   Bloomberg: Biden Says Number of Unvaccinated in U.S. Is ‘Unacceptably High’

•   Bloomberg: Biden Says U.S. to Donate 17 Million More J&J Shots to Africa

•   Bloomberg: Port-Crisis Plan Seeks Inland U.S. Terminals, More Truckers

•   Bloomberg: U.S.’s Tai Calls for WTO Reforms to Make Trade ‘Race to the Top’

•   Bloomberg: Yellen Says IMF, World Bank Risk Loss of Confidence From Scandal

•   Bloomberg: EU Leaders May Give Green Light to Energy-Crisis Relief Plans

•   Bloomberg: European Energy Bosses Urge Crisis Help to Be Renewable Friendly

•   Bloomberg: France Says U.S., Europe Must Discuss Differing Views on China

•   Bloomberg: France Says U.S. Must Drop Tariffs Threat Over Digital Taxes

•   Bloomberg: ECB’s Knot Warns Euro-Area Price Surge May Exceed Expectations

•   Bloomberg: Two BOE Officials Push Back on Talk of Imminent U.K. Rate Hike

•   Bloomberg: U.K. to Ease Curbs on Foreign Trucks to Help With Supply Crunch

•   Bloomberg: U.K.’s Fire-Damaged Power Cable Won’t Fully Start Until 2023

•   Bloomberg: U.K. Energy Crisis Worsens as Middleman’s Exit Reverberates

•   Bloomberg: Energy Crisis: Asia Is Grabbing More European Fuel Oil to Ease Shortage

•   Bloomberg: China Premier Li Keqiang Vows to Ensure Power Supply for Factories

•   Bloomberg: China Seen Extending Policy Loans to Keep Liquidity in Banking System

•   Bloomberg: China’s Chastening Over Coal Dependency Will Boost Clean Energy

•   Bloomberg: China’s Economy Is Showing Strain From Property to Energy Crises

•   Bloomberg: Trudeau Readies New Cabinet Amid Concerns About Uneven Recovery

•   Bloomberg: EU and Iran to Continue Talks on Nuclear Impasse in Brussels

•   Bloomberg: Coal India Temporarily Stops Supplies to Industrial Users

•   Bloomberg: U.S. Gas Supply ‘Should Be Fine’ for Winter, Top Driller Says

•   Bloomberg: The Coal Price Rally Isn’t Ending Any Time Soon, Whitehaven Says

•   Bloomberg: Steel Demand to Increase Next Year Even as Energy Crisis Looms

•   Bloomberg: Energy Crisis, Bottlenecks Blunt Metal Rally Windfall for Miners

•   Bloomberg: Wild Weather Sparks Ship Backlog From Shenzhen to Singapore

•   Bloomberg: Microsoft Shuts LinkedIn in China on ‘Challenging’ Climate

•   Bloomberg: TSMC to Begin Building Japan Fab for Speciality Chips in 2022

•   Bloomberg: In Brazil, Worst Drought in Decades Felt At Gigantic Dam

•   Bloomberg: Development Banks Told to Ramp Up Green Ambitions Ahead of COP26

•   Reuters: J&J COVID-19 shot gets better boost from Moderna or Pfizer in NIH study

•   Reuters: Fed's Harker says it will soon be time to start tapering asset purchases

•   Reuters: EU starts real-time review of AstraZeneca COVID-19 antibody cocktail

•   Reuters: Analysts raise EU carbon price forecasts as gas rally drives up coal power

•   Reuters: G7 finance officials endorse principles for central bank digital currencies

•   Reuters: High energy prices no excuse to slow green transition - IMF committee chair

•   Reuters: Analysis: China likely to keep property curbs despite slowdown, may soften tactics

•   CNBC: Climate change will dominate Biden’s agenda when he heads to Europe in two weeks

•   CNBC: What is Putin’s greatest worry right now? His own citizens

•   CNBC: Jim Cramer says the Fed doesn’t need to ‘destroy the economy’ to beat inflation

•   Fox Business: 'Woke' Fed risks losing control of inflation, says former Treasury Secretary Larry Summers

•   Fox Business: Biden’s tax hikes will ‘significantly hurt’ businesses: Rep. Brady

•   SCMP: Xi Jinping says China’s ‘democratic’ political system is a ‘great creation’ that holds key to international success

•   SCMP: Xi Jinping says China will continue to build links to outside world

•   SCMP: China hits out at Aukus pact after US submarine accident

•   SCMP: How China’s power crunch creates chaos, uncertainty in hardest-hit northeast rust belt

•   SCMP: China-Australia relations: Canberra open to Chinese investors but security issues key, investment chief says

•   SCMP: China urges ‘objective, scientific’ focus for WHO’s next Covid-19 origins hunt

•   SCMP: China looks to Russian coal to help ease its power shortage crisis

•   Caixin: Energy Insider: Battery Production Triples on EV Boom

•   Nikkei Asia: Kishida dissolves parliament for Japan election: 5 things to know

•   Nikkei Asia: Honda goes full throttle on EVs in China with production revamp

•   Nikkei Asia: Global economy 'nowhere close' to stagflation: IMF chief economist

•   OilPrice.com: Finland Wants EU To Give Nuclear Power "Sustainable" Status

•   OilPrice.com: Presidential Candidate Promises To Dismantle France’s Wind Industry

•   MINING.com: CHARTS: Chinese investment in overseas copper projects just beginning

•   DIGITIMES: Semiconductor materials distributors poised to enjoy strong 4Q21

•   DIGITIMES: Chip delivery times reportedly reach nearly 22 weeks

•   DIGITIMES: Component suppliers see no cutback in orders for iPhone 13

•   매경(P1): 문정부 역풍 조짐에…"연말까지 전세대출 중단 없다"

•   매경: '오징어게임' 된 전세대출…"선착순서 잘렸다, 월세 얻을판"

•   매경: 민주당 구청장들마저…"서울 재건축 풀어!" 국토부 몰려갔다

•   매경: 하나금융硏 "내년말 기준금리 1.5% 예상"

•   매경: 홍남기 "디지털세로 韓세수 소폭 늘것"

•   매경: SK, 2025년까지 그린산업에 14조원 투자

•   매경: 삼바, 모더나백신 본격 생산…이르면 내달부터 국내외 공급

•   매경: [株머니 주요산업 증시기상도] 파운드리 공격적 증설…반도체 공급난 완화 기대

•   한경(P1): 부울경 메가시티' 국가보조 확 늘린다

※   행안부: 균형발전 정책의 새로운 핵심 전략, 지역이 주도하는 “초광역협력”

•   한경: '영업이익률 41%' 넘사벽 TSMC

•   한경: "美, 쿼드 확대 의사 없어…韓 가입논의 시기상조"

•   한경: UAE와 자유무역 확대…'경제동반자 협정' 추진

•   한경: 해외진출 기업, 국내에 법인세 수천억 더 낸다

•   한경: 해 넘기는 '공동행위 결론'…내년 계획 손놓은 해운사들

•   한경: 대선 후보들 "증권거래세 폐지"…동학개미에게 득일까, 실일까

•   한경: 64년 된 문경 시멘트공장, 수소연료발전소로 대변신

•   한경: 배터리 재활용 시장 선점나선 포항

•   서경(P1): [불붙은 新자원전쟁] K배터리 외치며 '자원主權' 포기한 정부

•   서경: 보유 광산 팔고 해외투자 접고···이대론 '자원 식민지 국가' 될판

•   서경: LG엔솔, 中·加 니켈·리튬업체 지분투자···포스코는 철광석·석탄 등 23개 사업 추진

•   서경: 정부 입맛 맞추려···공기업은 해외 '수소' 개발만

•   서경(P1): 물류대란에 운임료 폭등···수출기업 역마진 속출

•   서경: 납품 독촉에 고가 항공물류 내몰려···컨테이너 보관료도 4배 폭등

•   서경: 韓 선복량 순위 5년째 제자리···점유율은 뚝

•   서경: 대선 앞두고 예타 '고삐' 풀어···지역밀착형 SOC 공약 봇물 예고

•   서경: 복지부 "출산율 작년보다 떨어질 것"···역대 최악 또 경신하나

•   서경: 불안한 증시에 대출 규제까지··· '빚투'도 한달간 3조 급속 위축

•   조선: 일만 터졌다 하면… 바이든, 삼성에 SOS

•   조선: 개미들 예감이냐, 증권사 예측이냐… 6만전자의 미래는

•   조선: 내리막 9월, 동학개미가 서학개미보다 더 미끄러졌더라

•   조선비즈: [혼돈의 중대재해법]④기업들 CEO 대신 처벌받을 ‘방패막이’ 선임도 고려...판례없어 법 시행 초기 CEO 기소 유력

•   조선비즈: “패닉장이 기회”… 자사주 쓸어담는 기업들

•   조선비즈: 코로나 탈출 기대하는 주식시장… “정책 변화는 새로운 변수”

•   조선비즈: KPMG, 글로벌 최초 ‘탄소중립 준비지수’ 발표…한국 11위

※   KPMG: NZRI rankings summary

•   인베스트조선: “누가 요새 채권 사나”…금리 변동성에 투자 위축된 채권시장

•   인베스트조선: 헝다 사태 이후 채권 시장에 불거진 중국 기피현상

•   중앙: 독감처럼 치명률 0.1% 되면 위드 코로나?…고개 젓는 이유

•   중앙: 배터리업계 “충전 시간 줄여라”…음극재에 사활 건다

•   동아(P1): 수도권 독서실-극장 내주 밤12시 영업 가능할듯

※   “접종 완료 85%면 마스크 없이 코로나 이겨”

•   동아: 모임 인원, 미접종 4명 포함 8명으로 확대 검토

•   동아: [단독]코인 거래액, 코스피 추월해 3584조… 상장-폐지 절차는 제각각

•   동아: ‘반도체 슈퍼사이클’ 역대 최단으로 끝나나

•   동아: 지난달 서울 아파트 3채중 1채 가격 내려 거래

•   동아: 기업 79% “공급망 ESG 협력 중요”

•   동아: SK에코플랜트, 연료전지 핵심부품 국산화 추진

•   문화(P1): ‘시한폭탄 뇌관’ 자산시장 거품이 빠진다

•   문화: ‘환경+연료’ 비용 반영하니…원전 열량단가, LNG의 24분의 1

•   문화: 정부 부동산 지표, 서울 주요아파트 실거래가와 105%P 차이

•   한국: 고유가·고환율에 기저효과까지… 10년 만에 3%대 물가 가시화

•   한국: 닭 200마리도 뚝딱 튀겨요... 로봇 셰프의 주방 가보니

•   한국: 반도체 수급난에 신차 출시도 줄줄이 밀린다…점점 커지는 내재화 딜레마

•   국민: [앵글속 세상] 탄소중립 현주소·에너지의 미래를 보다

•   세계(P1): [단독] 탈원전 정책에 영향 미칠라… 한수원 ‘원전 가짜뉴스’ 방치

•   세계: 중소기업 54% “주52시간제 시행 어려워”

•   한겨레: “85% 백신 접종 땐 마스크 해방”?…오해 부른 방역당국

•   머니투데이: "집값 오름세 꺾였다"는 정부…한국은행은 "매물잠김 우려 계속"

•   머니투데이: "내연기관차보다 싼 전기차 온다" 배터리 업계 '100달러 전쟁'

•   머니투데이: 증권사 7곳 목표가 낮췄다…SK하이닉스를 보는 '두 가지 시선'

•   더벨: 두산건설 인수협상 신영증권, 부동산신탁 시너지 주목

•   더벨: SK·한화의 '탈탄소' 공통점, 기존 사업 매각

•   헤럴드경제: ‘땅 투기’ 규제가 투자심리 꺾었나...토지거래가 줄었다

•   헤럴드경제: 연일 뛰는 국내 채권금리...그 뒤엔 외국인?

•   헤럴드경제: 정부, 美업체에 그린수소 투자 요청

※   산업부: 산업부 - 미(美)블룸에너지,녹색수소 생산 가속화 및 국내 연료전지 생태계 육성 방안 논의

•   파이낸셜뉴스(P1): 현대차 반도체 자체개발 추진

•   파이낸셜뉴스: 두산重 대형 원전 주설비 마무리…"내년부터 SMR 총력"

•   아시아경제(P1): [2021 국감]文정부 기간, 무주택 서민들 은행 빚 107兆 증가

•   이데일리(P1): 中싱크탱크 "공동부유, 韓 등 외국 기업도 적용될 듯”

•   이데일리: 中최대 싱크탱크 “공동부유, 70년된 목표…한국서 많이 배워야”

•   이데일리: 美 압박에 中 못 가는 EUV…불똥 튄 SK하이닉스

•   이데일리: 美中 패권경쟁 장기화 땐…"韓 반도체 해외전략 '차질' 불가피"

•   연합: 오늘 1천600명대 예상…마지막 거리두기 조정안 오전 발표

•   연합: 국제환경단체 "한국 기후대응 매우 불충분…녹색회복 기회 놓쳐"

•   연합: 갤노트 닮은 S22 울트라, 쿼드카메라 2줄로 배열할듯

•   연합: "산은, 구조조정기업 자금으로 제 잇속 챙기기…도덕적 해이"

•   e대한경제: 경제 불확실성·대기업 규제에 공채 씨가 말랐다

•   에너지경제: 정치권에 휘둘리고 주민반발에 막히고...전력대란 다가오는 데 송변전망 확충 하세월

•   에너지경제: "에너지 대란, 내년 2월까지 지속"…정부, 민관TF 구성 비상 대응 체제

•   에너지경제: "소규모 태양광 편법 꼼짝 마라" 전격 규제 강화에 업계 시장 재편 기대감

•   에너지경제: "中 석탄발전 전기료 자유화, 韓도 안심 못해"

•   에너지데일리: 한수원, 사용후핵연료·원전해체 기술력 강화한다

•   ZDNet Korea: 반도체 부족 지속...스마트폰 출하량 내년에도 '하향' 전망

•   ZDNet Korea: 삼성, 중국서 고급 폴더폰 'W22 5G' 발표...'313만 원'

•   로봇신문: 中 로봇기업, 9월에 투자 유치 활발...절반 이상이 180억 이상 투자

[Opinions]

•   Project Syndicate(Kemal Derviş): Cautious Optimism on the Road to Glasgow

•   Project Syndicate(Jim O’Neill): Will China Stand in the Way of Global Health?

•   Project Syndicate(Carlos Felipe Jaramillo, Otaviano Canuto, Pepe Zhang): Building an Inclusive Recovery in Latin America and the Caribbean

•   Project Syndicate(Mark Malloch-Brown, Raj Shah, Darren Walker): No More Pandemic Have-Nots

•   FT(Martin Sandbu): The work that remains to reach net zero

•   FT(Richard Waters): Google bets on the cloud breaking up

•   FT(Logan Wright): The real question about China for investors

•   FT(Claire Jones): The flaws behind Biden’s open-all-hours ports strategy

•   FT(Lex): TSMC/silicon chips: multilayer supply chain amplifies shortages

•   FT(Lex): Hydrogen: abundant energy source could soon fall in price

•   WSJ(Editorial Board): The Inflation Tax Rises

•   WSJ(Editorial Board): Beijing’s Time for Evergrande Choosing

•   WSJ(Phil Gramm, Mike Solon): The Democrats’ Tax-the-Rich Ruse

•   WSJ(Bjorn Lomborg): Biden’s Climate Ambitions Are Too Costly for Voters

•   WSJ(Robert H. Bork Jr.): China and the U.S. Sabotage Their Own Tech Companies

•   NYT(Frank Bruni): Where Biden Is Most Vulnerable

•   NYT(Chad P. Bown, Douglas A. Irwin): Why Does Everyone Suddenly Care About Supply Chains?

•   WP(Editorial Board): Global minimum tax reform needs to be prioritized by Congress

•   WP(Josh Rogin): The Iran deal is dead. Where is Biden’s Plan B?

•   Bloomberg(Mark Gongloff): The Supply Chain Crisis and Labor Shortage Comes for Pizza

•   Bloomberg(John Authers): Inflation Isn't Transitory and It's No Longer About Covid

•   Bloomberg(Anjani Trivedi): China Can Only Manage One Crisis at a Time as Green Ambitions Hit Power Crunch

•   Bloomberg(Karl W. Smith): Workers Who Quit Their Jobs Could Improve U.S. Productivity

•   Bloomberg(Jonathan Bernstein): Joe Biden Can’t Do Much to Push Democrats’ Bills

•   Bloomberg(Tim Culpan): Global Chip Hunger Shows Early Signs of Indigestion in TSMC Earnings

•   Bloomberg(Mark Gilbert): Ashmore Takes A Beating From Evergrande, Faster Inflation

•   CNN(Julia Chatterley): San Francisco Fed president: It's too early to start talking about rate increases

•   매경(사설): 친환경 '폐기물발전소' 정부가 오락가락 규제로 발목 잡아서야

•   한경(사설): 日·佛·中 원전 투자 러시…한국만 '묻지마 탈원전'

•   한경(박준동): 탄소중립과 원전 폐쇄 과속

•   서경(조태용): 한미 원전수출 협력, 우리에겐 새로운 기회다

•   조선(사설): 원자력 부흥시켜 에너지난과 기후 위기 넘겠다는 유럽

•   중앙(사설): 탈원전론자 마크롱의 정책 선회, 타산지석 삼아야

•   문화(사설): 佛 마크롱 SMR 선도 선언, 文은 최고기술에도 탈원전

•   한국(김연규): 탈석유화가 낳은 자원 쟁탈전

•   세계(사설): ‘원전 회귀’ 선언한 佛 마크롱, 탈원전 고집하는 文정부

•   헤럴드경제(사설): 나 홀로 탈원전정책에 경종 울리는 유럽 원전 회귀 강풍

•   디지털타임스(이덕환): 탄소중립의 무책임한 과속 질주