Business Intelligence Monitor 211021

(Introduction)

[Markets]

•   Global: Stocks gain, Dow touches record; oil rises on EIA data

•   US: Novavax Shares Plunge on Report of Covid-19 Vaccine Manufacturing Problems

•   Oil: Oil Reaches Seven-Year High After Surprise Drop in U.S. Supplies

※   WTI briefly passed $84 a barrel for the first time since 2014

•   Coal: China's commodity prices tumble after planner mulls coal intervention

•   Metals: Base metals slide as China pledges to cool coal prices

•   Grains: Corn, soy, wheat futures climb on strong global demand

•   Cryptocurrency: Bitcoin Price Surges to Record High

•   한국: 코스피 기관·외인 순매도에 반락…3,010대로 밀려

•   한국: 두산그룹주 거의 다 내려, 두산중공업 5%대 두산 2%대 떨어져

[Indicators]

•   US Weekly Mortgage rates·applications: Weekly mortgage demand drops over 6% after interest rates move even higher

•   Germany Sep. PPI: German Producer Prices Rise at Fastest Annual Pace in More Than 46 Years

•   UK Aug. House prices: UK house prices rise 10.6% in year to August - ONS

•   UK Sep. CPI·PPI: UK inflation dips to 3.1% in September

•   China Q3 Total debt: China’s Debt-to-GDP Ratio Falls for Fourth Straight Quarter

•   China Sep. House prices: China’s September home price index falls, the first monthly drop in 6 years and sign of the coming winter for the real estate market

•   China LPR: China PBOC Keeps Loan Prime Rate Unchanged

•   Japan Sep. Balance of trade: Japan’s Exports Weakened By Supply Chain Hurting Cars, Global Trade

•   Taiwan Sep. Export orders: Taiwan Export Orders Surge to Record Despite China Energy Woes

•   한국 9월 PPI: 9월 생산자물가, 1년전보다 7.5%↑…10년5개월래 최대폭

[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 and J&J Covid-19 Boosters, Mixing and Matching Authorized by the FDA

※   The extra doses are expected to become available in coming days, once the CDC offers guidance on usage

•   WSJ: Democrats’ Planned Tax-Rate Increases in Jeopardy Due to Sinema’s Opposition

※   Democrats considering alternatives that would raise money without touching top rates

•   WSJ: Senate Republicans Block Democrats From Taking Up Revised Voting-Rights Legislation

•   WSJ: Growth Slowed Amid Elevated Prices, Fed Beige Book Says

※   Fed: Beige Book - October 20, 2021

•   WSJ: Fed’s Quarles Says More Stimulus Could Let Inflation Continue Too Long

•   WSJ: Supply-Chain Crisis Fuels Latest Retreat From Globalization

•   WSJ: Taliban Face Pressure Over New Afghan Government at Russia Conference

•   WSJ: China Takes the Brakes Off Coal Production to Tackle Power Shortage

※   Beijing orders more output and price cuts, highlighting the difficulty of balancing carbon goals with energy needs to keep economy humming

•   WSJ: Your Cheat Sheet to the U.N. Climate Conference in Glasgow

•   WSJ: Tesla Posts Record Quarterly Earnings on Supply-Chain Resilience

•   WSJ: Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects

•   WSJ: Inflation Is Approaching a Tipping Point at the Grocery Store

•   NYT: Biden’s Climate Plan Stymied by 1 Senator

•   NYT: Fossil Fuel Drilling Plans Undermine Climate Pledges, U.N. Report Warns

•   NYT: Evergrande ends its effort to sell a $2.6 billion stake in its property management unit.

※   it had ended its effort to sell a stake in its property services company to another developer

•   WP: White House unveils plans to roll out coronavirus vaccines for children ages 5 to 11

•   WP: As White House tries to finalize vaccine mandate, dozens of groups seek last-minute meetings

•   WP: Putin to stay home during COP26 climate summit in Glasgow

•   FT: Sinopec signs huge LNG deals with US producer Venture Global

•   FT: End of an era as Bundesbank chief Jens Weidmann steps down

•   FT: Brussels to delay decision on how to classify nuclear power for green finance

•   FT: No money, more trouble: Poland’s row moves back to Brussels

•   FT: Spain’s rush for lithium falls foul of local opposition

•   FT: Javid warns that Covid cases could hit 100,000 a day in UK

※   Health secretary urges people to get booster jabs to avoid fresh restrictions

•   FT: Mini nuclear reactors vie for key role in UK’s push to hit climate targets

•   FT: Road pricing is inevitable result of UK’s net zero drive, ministers told

•   FT: UK reaches agreement on New Zealand trade deal

•   FT: US politics: Virginia governor’s race offers first test of Biden presidency

•   FT: Putin backs keeping workers at home as Covid deaths soar

•   FT: China property bust undercuts talk of new commodity ‘super cycle’

•   FT: Turkey faces threat of ‘grey-listing’ by global finance watchdog

•   FT: Evidence of inflationary pressures mounts

•   Bloomberg: Milken Conference Guests Debate Whether China Is Uninvestable

•   Bloomberg: Here’s Who Wins and Who Loses From the Surge in Commodity Prices

•   Bloomberg: Biden’s Pick for China Envoy Draws Sharp Lines With Beijing

•   Bloomberg: China-Chips Bill Languishes as Congress Bickers Over Spending

•   Bloomberg: Biden to Seek Public Support for Agenda With Pennsylvania Trip

•   Bloomberg: Yellen Still Sees U.S. on Track to Hit Full Employment Next Year

•   Bloomberg: Poland Threatens to Block EU Climate Talks Over Access to Funds

•   Bloomberg: Merkel Fears EU Fight With Poland Could End Badly

•   Bloomberg: Philippines Protests China’s ‘Provocative Acts’ in Disputed Sea

•   Bloomberg: Mexico and IMF Are Weighing A Cut to the Nation's Credit Line

•   Bloomberg: Xinjiang Official Sanctioned by U.S. Promoted in China Reshuffle

•   Bloomberg: Vietnam Sees Stronger 2022 After Covid’s Supply Chain Shock

•   Bloomberg: Brazil Stocks Hit World’s Bottom as Bolsonaro Spooks Markets

•   Bloomberg: What Happens When the World’s Key Metal Exchange Has No Metal?

•   Bloomberg: Micron Promises $150 Billion of Spending on Plants, R&D

•   Bloomberg: Coal Power Continues to Dominate Global Energy Mix

•   Bloomberg: U.K. Seeks to Tamp Down Talk of Tax Rises to Fund Net Zero Goal

•   Bloomberg: EU Banks Are Targeting CO2 Neutrality Without Plan to Get There

•   Bloomberg: State Grants Emerge as Democrats’ Clean Power Plan Fallback

•   Reuters: Europe should avoid inflation spiral as energy price surges fade - IMF Europe chief

•   Reuters: China's COVID-19 outbreak grows as cities race to trace infections

•   Reuters: ASEAN summit without Myanmar leader significant, but not enough - U.S.

•   Reuters: Brazil senators drop call for COVID-19 homicide charge against Bolsonaro

•   Reuters: Japan warns of need for stable currency as weak yen lifts input costs

•   Reuters: WHO says it continues to assess Russia's Sputnik V vaccine

•   Reuters: High prices could slow India's transition to gas

•   Reuters: China asks power grid firms to maximise purchases from renewable projects

•   Reuters: Saudi energy minister sees demand from gas-to-oil switch at up to 600,000 bpd

•   CNN: New executive order aims to alleviate congestion at California's ports

•   CNN: Supply chain stress is intensifying and showing no signs of fading, Moody's Analytics says

•   CNBC: WHO warns of rise in Covid cases across Europe for third consecutive week as restrictions are eased

※   There were more than 1.3 million Covid cases reported across the continent over the week ended Sunday, a 7% jump from the prior seven days.

•   CNBC: UK doctors call for return of Covid restrictions; new mutation watched

•   CNBC: Chinese economy lacks new growth drivers, says China Beige Book

•   CNBC: No commercial case for green hydrogen' yet: Siemens Energy CEO

•   SCMP: China-EU relations: Beijing calls on European business group to help ‘clear up doubts’ tarnishing economic relations

•   SCMP: China’s ‘unfair trade practices’ draw heavy fire at WTO trade review

•   SCMP: Covid-19 Delta subvariant: amid rising concerns in Britain, what was India’s experience like?

•   SCMP: Shipping container prices tumble for first time this year as China’s Christmas exporting season slows

•   SCMP: China’s tech crackdown will see ‘more substantial progress’ by year’s end, Beijing vows

•   Caixin: As Christmas Nears, China's Biggest Shipper Says There's No End in Sight for Supply Chain Crisis

•   Nikkei Asia: Japan ruling coalition within majority reach in election: Nikkei poll

•   Nikkei Asia: Japan should leverage TSMC deal to strengthen industrial base

•   Nikkei Asia: Mitsubishi Chemical pledges net-zero emissions by 2050

•   Nikkei Asia: China's Oppo joins race to develop own smartphone chips

•   Nikkei Asia: Analysis: Xi Jinping's plan to rule for life is coming together

•   reNews: G7 'could decarbonise electricity by 2035'

※   IEA: Achieving Net Zero Electricity Sectors in G7 Members

•   DIGITIMES: Taiwan PCB equipment suppliers busy fulfilling orders

•   DIGITIMES: Samsung, Intel eyeing orders for Mac chips

•   DIGITIMES: Samsung new NAND flash capacity coming online in 2H21 may worsen price falls

•   Hannover Messe News: Hydrogen and fuel cells – the path to decarbonization

•   FreightWaves: Record cargo volumes flowing through Southern California ports despite congestion

•   매경(P1): 쌍용차 새주인 후보에 에디슨모터스

•   매경: 3개월 본실사·산은 지원 여부…최종 인수까지 첩첩산중

•   매경(P1): 홍남기 "유류세 인하 적극 검토"

•   매경(P1): 민주노총 결국 총파업 강행

•   매경: "수직적 韓기업 조직…큰 파도땐 속수무책"

•   매경: 므누신 前재무 "10년물 국채금리 3.5% 갈수도"

•   매경: 김동연 '서울대 학부 지방이전' 공약

•   매경: 로봇이 만드는 교촌치킨 어떤 맛일까

※   당시에는 두산로보틱스에서 만든 로봇을 시범 도입한 것이지만, 이번 업무협약에 따라 교촌에 최적화된 로봇을 새로 개발-

•   매경: 3분기 상장사 실적 기대치 점점 낮아져

•   매경: 양도세 중과에 다주택자 매물 '반토막'

•   매경: [MK BUSINESS STORY] 사소한 징후들 모른척 넘기면…거대한 파도처럼 큰 위기 몰려온다

•   매경: 암모니아 '오줌 찌린내' 나지만…알고보면 미래 에너지

•   매경: [Science in Biz] 하드웨어 집착하는 무늬만 혁신…이젠 속을 바꿔라

•   매경: [Industry Review] 심리적 안정감 없는 하이브리드 근무…일의 능률 떨어뜨린다

•   한경(P1): "1년 계약직 연차 26일 아닌 11일"…고용부 해석 뒤집은 대법

•   한경: 고용부가 키운 '4년 혼란'…"받아간 연차수당 내놔라" 줄소송 예고

•   한경: 에너지 전문가 70% "저탄소기술 상용화 어렵다"

※   전경련: 2030 NDC·탄소중립 정책 전문가 조사

•   한경: 일손이 없다…"美물류대란, 내년 초까지 갈 것"

•   한경: "탄소 저감 농가에 직불금…농촌 태양광 패널 무분별 설치 막을 것"

•   한경: 한은, 22년 만에 인사체계 대수술…호봉제 폐기하나

•   한경: "반도체기업 정보, 제한적으로 美에 제공"

•   한경: GS건설, 국내 최대 해수담수화 시설 짓는다

•   한경: "한국기업 이러다 큰일 난다"…반도체 전략 바꾼 日의 큰그림

•   한경: "신입 연봉 5000만원 준대도 안 와…日 은퇴자 모셔올 판"

•   한경: 규제 적어 2년이면 착공…'소규모 재건축' 뜬다

•   한경: 올해 분양 10가구 중 9가구 전용 85㎡ 이하

•   서경(P1): 고승범 "상환능력 중심, 가계빚 대책 내놓겠다"

•   서경(P1): "더 세진 NDC, 결국 中만 좋은 일 시키는 것"

•   서경: "英처럼 전기료 10배 뛸수도"···전력소모 큰 반도체·전기차 타격

•   서경: 한은이 꼽은 韓경제 '5대 리스크'는

•   서경: 올 겨울 '트윈데믹' 온다는데···독감 백신이 부족하다

•   서경: 같은날 청약 증거금 11조 vs 93억···'IPO 쏠림' 주의보

•   서경: [시그널] 금리 뛰자 회사채 발행 "빨리, 더 많이"

•   서경: 1차 접종률 78%대 '답보'..."미접종자 개별설득 필요"

•   조선(P1): [NOW] 취득세 피하려… 법인이 1억 미만 서민집 쓸어담았다

•   조선비즈: 서울 전기차 보조금 동났다… 대기자들 “내년엔 더 깎이는데” 발동동

•   조선비즈: 삼성 vs TSMC, 반도체 초미세공정 2차 대전… “내년 3나노 격돌”

•   인베스트조선: “2030년 탄소 감축 40%는 지켜야 할 최저선…목표 이행 중요” [인터뷰]

•   인베스트조선: 여당이 자랑하던 3%룰은 결국 무력화? 이미 꼼수 해결책 봇물

•   중앙(P1): [단독]'北 SLBM' 실전 잠수함서 쐈다 "핵 장착땐 게임체인저"

•   중앙: “연어·겨울옷 실을 배편 없다” 물류대란, 물가대란 부르나

•   중앙: 가계대출 죄니 자영업자 대출 급증…커지는 ‘수면밑 뇌관’

•   중앙: 미국 테이퍼링, 한국 수출에 타격…금융위기 땐 신흥국 수출 -1.4%P

•   동아: 최근 1주일 국내 확진, 100% ‘델타변이 감염’

•   한국(P1): "미적대면 글로벌 공급망 낙오...CO₂프리 철강·선박 만들어야" [대한민국 지속가능 솔루션]

•   세계(P1): [단독] 고용장려금 4조 썼는데… 60% 3년 못 채우고 퇴사 [겉도는 文정부 청년 일자리 정책]

•   세계: 청년엔 양질의 일자리 못 주고… 기업엔 지원금 퍼주고 [겉도는 文정부 청년 일자리 정책]

•   세계: 韓 청년실업률, 전체실업률 2.4배…국가 경제 전반에 ‘심각한 악영향’

•   한겨레(P1): <정의란 무엇인가> 저자 “백신 불평등…특허권 당장 멈추자”

•   한겨레: ‘강제노역 배상’ 거부한 미쓰비시, 국내 자산매각 명령에 항고

•   한겨레: 일본 4300만원 < 한국 4690만원…임금도 ‘잃어버린 30년’

•   경향: 단군 이래 최대규모 가계부채…충격 없는 브레이크 가능할까

•   경향: “2030년 탄소 감축 40%는 지켜야 할 최저선…목표 이행 중요” [인터뷰]

•   머니투데이(P1): [르포]"누리호 우리가 만들었다" K방산은 지금 축제분위기

•   헤럴드경제: 2년 만에 두배 사모 투자시장…지배구조 투자 더 늘어난다

•   헤럴드경제: 국민연금 ‘화력’ 지원...커지는 PE·VC

•   헤럴드경제: 이자 부담에...기재부 ‘국채 발행축소’ 검토

•   파이낸셜뉴스(P1): 1만달러 웃돈 줘도…'수출 배' 못찾는 산업계 [산업계 덮친 물류대란]

•   파이낸셜뉴스: 정부도 '물류대란' 긴급대응.. 27일 金총리 직접 대책논의 [산업계 덮친 물류대란]

•   파이낸셜뉴스: "현지도착 늦어지니 결제까지 지연" 피마르는 수출 中企 [산업계 덮친 물류대란]

•   파이낸셜뉴스: IT공급망 정상화·칩 공급조절해야.. 메모리 내년 하반기부터 본격 상승

•   파이낸셜뉴스: 연말 '삼성 조직 퍼즐 맞추기'… "'뉴 컨트롤타워' 만들어야" [故 이건희 회장 1주기 삼성의 과제와 미래]

•   파이낸셜뉴스: 1000만 동학개미 시대… 주주가치 제고 목소리 커졌다

•   파이낸셜뉴스: 삼성전자 내려앉을 때… 삼성그룹펀드엔 1600억 ‘뭉칫돈’

•   파이낸셜뉴스: 채권 대차잔고 100조 첫 돌파

•   파이낸셜뉴스: 반도체·배터리 해외경영 시동거는 재계 총수들

•   파이낸셜뉴스: 삼성전자 'SW개발자 컨퍼런스' 내달 17~18일 개최

•   파이낸셜뉴스: 한화 연내 '무기화학본부' 출범.. 질산·수소산업 미래경쟁력 강화

•   파이낸셜뉴스: 탄소절감·해양오염 제로…'포스트 LNG' 메탄올 추진선 뜬다

•   아시아경제(P1): 배달료 인상 이어 미용실·학원까지 … 서민지갑 탈탈 털린다

•   아시아경제: 식당 시급 1만원 넘게 불러도…일할 사람이 없다

•   아시아경제(P1): "영화 163편을 1초만에 처리" SK하이닉스, 업계 최초 'HBM3' 개발

•   아시아경제: [연전연패 부채대책-②] 집값폭등-영끌-부실확대 악순환…청춘이니까 더 아팠다

•   아시아경제: [신재생에너지 갈등中]'마을옆 태양광' 설치 놓고 정부-지자체 격돌

•   디지털타임스(P1): [기획] 표심겨냥 부랴부랴 분양가상한제·양도세 완화

•   디지털타임스: [대선겨냥 부동산 완화 카드] "공급물량 잠시 늘겠지만… 보여주기식 찔끔 완화, 집값 안정에 독"

•   디지털타임스: [대선겨냥 부동산 완화 카드] 들쭉날쭉 가산비 심사기준 통일, 2만7000가구 분양 재개는 글쎄

•   이데일리(P1): 기업의 별 임원 젋어졌다…3명 중 1명은 70년대생

•   이데일리(P1): 2주만에 유럽 3700명 예약, 억눌렸던 여행심리 '폭발'

•   이데일리(P1): "전세대출 되나요, 안되나요?"…세입자도 집주인도 혼란

•   이데일리: 대선 앞둔 정치권 압박에…힘 받는 기후에너지부 신설

•   연합: 오후 9시까지 전국서 1천256명확진…21일 1천300명 안팎 예상

•   연합: "정부, 내년 수도권 집값 5.1% 상승 전망하고 세입 예산 편성"

•   더구루: [단독] 한수원, 내년 1분기 폴란드 원전 입찰제안서 제출…'팀코리아' 핵심 역량 담는다

•   에너지경제: [탄소중립 기회와 도전] "급작스런 에너지 위기 대응 위해 원전·신규석탄발전 유지해야"

•   에너지경제: "문재인 정부 들어 태양광 누적설비량 4배 늘어…폐패널 선재 대응 필요"

•   에너지데일리: “건물용 수소연료전지 방치… 신재생서 제외해야 한다”

•   전자신문(P1): 갤럭시Z 플립3, 49가지 디자인으로 출시

•   전자신문: 배터리 3사 美 진출 확정, 소부장 진출도 가시화

•   로봇신문: 피터 보서 ABB 회장, "내년 1분기 상하이 공장 본격 가동'

[Opinions]

•   Project Syndicate(Laura Tyson, Lenny Mendonca): What the US Recovery Is Missing

•   Project Syndicate(Takatoshi Ito): Where Will Fumio Kishida Take Japan?

•   Project Syndicate(Benedicte Berner): The Trumping of France

•   Project Syndicate(Arvind Subramanian, Justin Sandefur): The World Bank as a Cash-Transfer Algorithm

•   FT(Editorial Board): Charting the UK’s path to net zero

•   FT(Tommy Stubbington): The Bank of England’s £28bn problem

•   FT(George Cheveley): Steel markets follow the same path as fossil fuels

•   FT(Peggy Hollinger): The chain effect: why companies must broaden the fight against emissions

•   WSJ(Editorial Board): The West’s Energy Masochism

•   WSJ(John Bolton): It’ll Take More than American Military Might to Shore Up Taiwan

•   NYT(Thomas L. Friedman): China’s Bullying Is Becoming a Danger to the World and Itself

•   NYT(Ross Douthat): How Will Blue America Live With Covid?

•   NYT(Arthur Kroeber): Evergrande Isn’t China’s Only Economic Worry

•   NYT(Michelle Cottle): Joe Manchin and the Democratic Party's Complicated Relationship

•   WP(Daniel W. Drezner): Treasury’s promising start on reforming economic statecraft

•   Bloomberg(Editorial Board): Climate Risk: The World Needs to Plan for Stranded Assets

•   Bloomberg(David Fickling): Surge in Copper, Coal Prices Comes Down to Supply Chain Issues

•   Bloomberg(Conor Sen): Electric Cars Are Shifting the Center of the Auto Universe

•   Bloomberg(John Authers): Resistance to Buying Stocks Is Becoming Evermore Futile

•   Bloomberg(Marcus Ashworth): No Doves Cry as Weidmann Flies the Central Bank Coop

•   Bloomberg(Jonathan Bernstein): Democrats May Pass Their Agenda After All

•   매경(김희삼): 가을 낙엽과 부동산

•   한경(사설): 탄소감축 최선책 있는데도 '자해적 시나리오' 고집할 텐가

•   한경(백광열): 탄소배출권 거래제, 대수술 필요하다

•   국민(사설): 유류세 인하와 탄소중립의 정책적 충돌 최소화해야

•   파이낸셜뉴스(조영상): 에너지 전환, 네트워크 혁신으로부터

•   디지털타임스(이일우): 탄소저감, 사회적 합의 없인 공염불이다