Business Intelligence Monitor 211025

(Introduction)

[Markets]

•   Global: Dow posts record closing high, stocks gain for 3rd week; dollar dips

•   UK: U.K. Inflation Wagers Hit Highest Since Before BOE Independence

•   Turkey: Lira Drops to Record After Erdogan’s Threat Against Envoys

•   Brazil: Brazil Markets Halt Drop as Economy Chief Stays, Defends Aid

•   Argentina: Argentina’s Peso Weakens Past Key Level in Parallel Market

•   Metals: Copper extends losses on energy crunch, China coal intervention

•   Grains: Wheat firms on global supply concerns, soybeans lag

•   한국: 코스피 3,000대 약보합 마감…실적 시즌 관망세

•   한국: 두산그룹주 약세, 두산중공업 2%대 두산밥캣 두산 1%대 내려

[Indicators]

•   US·Europe·Asia Oct. PMI: Service-Sector Strength Aids Global Growth

※   Supply-chain bottlenecks persist, but an easing of the Delta variant of Covid-19 has boosted growth in the U.S., Japan and Australia

•   US Sep. Fiscal account: U.S. Budget Deficit Ends Fiscal Year Short of Previous Year’s Record

•   US Weekly Rig count: U.S. oil & gas rig count falls for first week in seven -Baker Hughes

•   UK Sep. Retail sales: U.K. Retail Sales Fall Unexpectedly in Longest Ever Weak Patch

•   UK Oct. Consumer·manufacturing sentiment: UK consumer and manufacturing sentiment takes ‘turn for the worse’

•   Japan Sep. CPI: Japan's consumer inflation turns positive as energy costs rise

•   Russia Benchmark rate: Russia Warns More Hikes May Be Coming After Rate Surprise

•   한국 주간 아파트 수급동향(부동산원): "사고 싶어도 못산다?"···서울 아파트 '사자' 반년만에 최저

[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

[Calendars]

•   WSJ: Home Prices Rise, and Single People Are Running Out of Houses to Buy

•   FT: Prepare to go green

•   Bloomberg: U.S. Losing Steam Foretells Europe’s Future Headwinds: Eco Week

[News]

•   WSJ: Powell Says Supply-Side Constraints Have Worsened, Creating More Inflation Risk

※   Central bank is on track to conclude asset-purchase stimulus program by mid-2022

•   WSJ: Biden Wants to Show World He’s Serious About Cutting Emissions Despite U.S. Congress Pushback

•   WSJ: Democrats Explore Tax on Billionaires to Help Fund $2 Trillion Package

※   President Biden meets with top lawmakers to try to work through remaining disagreements

•   WSJ: Tax on Billionaires’ Unrealized Gains Will Likely Be in Budget Package, Democrats Say

•   WSJ: The U.S. Is Turning Green. What Will This Climate Plan Cost and Who Will Pay?

•   WSJ: High Inflation Creates Tax Winners and Losers

•   WSJ: Biden Pares Back Policy Goals in Search of a Deal

•   WSJ: U.S. Launches More Investigations Into Biden Administration’s Afghanistan Withdrawal

•   WSJ: Democrats See Warning Signs for Biden in Tight Virginia Governor’s Race

•   WSJ: Fed’s Daly Notes Inflation Surge, but Cautions on Rate-Rise Response

•   WSJ: Millions of Workers Stay Home to Watch Young Children as Daycares Stay Dark

•   WSJ: Home Prices Rise, and Single People Are Running Out of Houses to Buy

•   WSJ: Pfizer-BioNTech Covid-19 Vaccine for Young Kids Satisfied FDA Criteria, Agency Says

•   WSJ: Pfizer’s Covid-19 Vaccine Planned to be Given to Kids at Schools, Doctors’ Offices

•   WSJ: Covid-19 Vaccines for Younger Children Could Be Available in Early November, Fauci Says

•   WSJ: Why Some Healthcare Workers Would Rather Lose Their Jobs Than Get Vaccinated

•   WSJ: China Evergrande Makes Overdue Interest Payment on Dollar Bonds, State Media Says

※   Chinese real-estate developer sent $83.5 million to the trustee for the dollar bonds, staving off a default

•   WSJ: Ahead of COP26, Saudi Arabia Resists Calls to Cut Oil Investment

•   WSJ: Saudi Arabia Pledges ‘Net Zero’ Carbon Emissions by 2060

※   Goal doesn’t include emissions from the massive amounts of oil the kingdom exports to other countries

•   WSJ: Endemic Covid-19 Has Arrived in Portugal. This Is What It Looks Like.

•   WSJ: Covid-19 Sets Back China’s Plans to Rebalance Its Economy

•   WSJ: The U.K. Ditched Coal and Left Itself With a New Set of Challenges

•   WSJ: Investors Bet Inflation Pressures Will Linger

•   WSJ: Energy-Stock Surge Leaves Climate-Focused Investors Behind

•   WSJ: Bitcoin ETF’s Success Could Come at Fundholders’ Expense

•   WSJ: Natural-Gas Prices Fall From Peak as Warm Autumn Buoys Stockpiles

•   WSJ: Why Your Adviser Might Start Talking Up Bitcoin

•   WSJ: Tighter Warehouse Space Adds to the Supply-Chain Squeeze

•   WSJ: Shippers Find New Supply-Chain Hurdles at Alternate Ports

•   WSJ: U.S. Companies Bet Shoppers Will Keep Paying Higher Prices

•   WSJ: Intel Gets the Bad News Out Early

•   WSJ: Carbon Offsets Are Used by Companies Seeking ‘Net Zero,’ but Concerns Persist

•   WSJ: Supercar Makers Skid Into EV Era

•   WSJ: Apple’s Privacy Change Is Hitting Tech and E-Commerce Companies. Here’s Why.

•   WSJ: Facebook Increasingly Suppresses Political Movements It Deems Dangerous

•   WSJ: Google Charges More Than Twice Its Rivals in Ad Deals, Unredacted Suit Says

•   NYT: Biden Crafts a Climate Plan B: Tax Credits, Regulation and State Action

•   NYT: Biden the Dealmaker Finds That Compromise Can Have Consequences

•   NYT: The Pessimistic Electorate Behind Biden’s Approval Ratings

•   NYT: The U.S. and Israel were early world leaders on vaccinations. Now they are trailing.

•   NYT: A limited C.D.C. study finds no significant change in hospitalization outcomes during the U.S. Delta wave.

•   NYT: How the Supply Chain Broke, and Why It Won’t Be Fixed Anytime Soon

•   NYT: Violence Strikes, and India’s Farmers Want You to See It

•   NYT: Cases grow in Germany, as a national state of emergency is set to expire next month.

•   NYT: Turkish Opposition Begins Joining Ranks Against Erdogan

•   NYT: Britain opened up with hardly any restrictions, a gamble now facing its toughest test.

•   NYT: How Russia Is Cashing In on Climate Change

•   WP: Biden, predicting a deal on his agenda, gives inside details of talks

•   WP: Where the White House economic plan stands: From taxes to health to climate to immigration

•   WP: Longer, more frequent outages afflict the U.S. power grid as states fail to prepare for climate change

•   WP: Biden sows confusion about defending Taiwan from China

•   WP: China’s overseas coal ban raises pressure on developing countries to go green

•   WP: Germany portrays itself as a climate leader. But it’s still razing villages for coal mines.

•   WP: If Bolsonaro is potentially guilty of pandemic crimes, is Trump, too?

•   FT: Poland’s prime minister accuses EU of making demands with ‘gun to our head’

※   Mateusz Morawiecki vows to defend Warsaw’s position if Brussels starts ‘third world war’ by withholding funds

•   FT: China expands property tax trials in next step of ‘common prosperity’ drive

※   Xi Jinping backs plan to test levy that could alter country’s economic model

•   FT: Brussels warned not to delay tighter capital rules for EU banks

•   FT: Methane leak near COP26 venue underscores emissions challenge

•   FT: Covax falters as rich countries buy up Covid vaccines

•   FT: Can Weidmann’s exit help Germany rebuild frayed relations with ECB?

•   FT: Energy quarrels overshadow Poland at EU summit

•   FT: Merkel warns of ‘spiral’ in Brussels’ conflict with Poland

•   FT: How Poland became Europe’s biggest rebel

•   FT: EU leaders warn of risk to industry over shortage of magnesium from China

•   FT: From Baltic to Balkans, Covid crisis engulfs central and eastern Europe

•   FT: Conservative billionaire Vincent Bolloré tightens grip on French media

•   FT: In Berlin 85% of people rent their homes — and prices are spiralling

•   FT: Health leaders accuse ministers of bungling rollout of UK booster jab

•   FT: Sunak plays down need for winter Covid measures that would harm economy

•   FT: Sunak not planning big economic restrictions to deal with Covid

•   FT: Rishi Sunak to outline £1.4bn Budget plan to unlock overseas investment

•   FT: UK hints at compromise on Northern Ireland’s post-Brexit trade rules

•   FT: Al Gore urges overhaul of global finance to cut greenhouse gases

•   FT: Japanese PM Kishida’s family links to Taiwan raise hopes of deeper ties

•   FT: Gulf tensions: Saudi Arabia flexes its economic muscles

•   FT: Evergrande resumes work on projects in southern China

•   FT: EU plans to reopen Afghanistan diplomatic mission within a month

•   FT: Turkey’s Erdogan declares 10 western ambassadors ‘persona non grata’

•   FT: Qatar calls for embrace of gas producers for energy transition

•   FT: Hot demand for bitcoin ETF as ‘Wild West’ meets Wall St

•   FT: Cheniere bets on Chinese demand for US gas exports

•   FT: Shipping fears put store pickup at the core of online retailing

•   FT: Climate crisis brings venture capital money back to clean tech

•   Telegraph: Joe Biden’s popularity plummets faster than any other US President since 1945

※   Gallup poll shows 11.3 per cent approval rating fall in the wake of coronavirus, economic woes and America’s withdrawal from Afghanistan

•   Bloomberg: China Covid-19 Variant Outbreak Latest News on Virus Spread

※   Wave of infections has spread to 11 provinces, official says

•   Bloomberg: What to Expect in Covid Winter 2021: Coronavirus Into 2022

•   Bloomberg: Chinese Economy Risks Deeper Slowdown Than Markets Realize

※   Property downturn seen as biggest threat to GDP growth

•   Bloomberg: President Joe Biden Latest News on Tax and Spending Plan

•   Bloomberg: U.S. Inflation Forecast: Janet Yellen Expects High Level Into 2022

※   Rejects criticism that U.S. has lost control of rising prices

•   Bloomberg: Summers Says It’s ‘Preposterous’ to Call U.S. Labor Market Slack

•   Bloomberg: Bidenomics Risks Inflation Push With Spend-Now, Pay-Later Draft

•   Bloomberg: Covid Early Retirees Top 3 Million in U.S., Fed Research Shows

※   St. Louis Fed: The COVID Retirement Boom

•   Bloomberg: Germany Wages, Pay and Salary News for October, 2021

•   Bloomberg: Germany’s Growing Dilemma Over China Puts Hamburg in Spotlight

•   Bloomberg: ECB Seen Boosting QE Flexibility to Smooth Exit From Crisis Tool

•   Bloomberg: Italy’s Outlook Raised to Positive by S&P on Reforms, Outlook

•   Bloomberg: EU Mulls Terminating Brexit Trade Deal If U.K. Rift Deepens

•   Bloomberg: France 2022 Deficit Forecast Widens on Macron’s Spending Splurge

•   Bloomberg: China Climate Envoy Urges Developed States to Back Other Nations

•   Bloomberg: Saudi Oil Chief Says OPEC+ Can’t Take Rebound for Granted

•   Bloomberg: India Giant Seeks Coal Imports for First Time in Two Years

•   Bloomberg: Russia - Iran: Demand for U.S. Nuclear Deal Guarantee

•   Bloomberg: South Africa’s Eskom Cuts Power Supplies Due to Breakdowns

•   Bloomberg: Russia Warns More Hikes May Be Coming After Rate Surprise

•   Bloomberg: Hedge Funds Slash Faang Exposure to Two-Year Low Before Earnings

•   Bloomberg: Bondholders Risk $2.6 Trillion Hit on Even a Modest Yield Rise

•   Bloomberg: Inflation Jump Cost U.S. Treasury $113 Billion in TIPS Payments

•   Bloomberg: U.S. LNG Plant Woes Hit at Critical Time for Global Markets

•   Bloomberg: Copper Chaos Is Latest in a Rich History of Wild Metal Swings

•   Bloomberg: China Earnings to Lose Steam on Brutal Quarter for Biggest Firms

•   Bloomberg: The Coming Electric Car Disruption That Nobody’s Talking About

•   Bloomberg: Electric Car Revolution Crushes Japan’s Struggling Small Towns

•   Bloomberg: China’s Role in Climate Change: The Biggest Carbon Emissions Polluters

•   Bloomberg: China Targets More Than 80% Non-Fossil Energy Use by 2060

•   Bloomberg: What Is Blue Hydrogen? Saudi Arabia Has $110 Billion Gas Project

•   Bloomberg: Saudi Aramco Pledges to Reach Net-Zero Emissions by 2050

•   Bloomberg: What Is COP26? A Guide to Glasgow Climate Talks 2021

•   Bloomberg: Rich Nations Hatch Plan for $100 Billion Climate Aid

•   Bloomberg: Lawmakers Need to Do Whatever It Takes to Price Carbon

•   Bloomberg: Funding the U.K.’s Green Transition Comes at a Price for Savers

•   Bloomberg: South Africa to Develop $500 Million Green Investment Plan

•   Reuters: Most OECD countries to end export credits for new coal plants

※   the ban would cover new coal-fired power plants without operational carbon capture, utilisation and storage (CCUS)

•   Reuters: U.S. says firms may meet chip data request amid Taiwan, S.Korea concerns

•   Reuters: COVID-19 cases recorded in eastern Europe hit 20 million

•   Reuters: Britain reports highest weekly COVID-19 cases since July

•   Reuters: As Russia's COVID-19 toll surges, a Siberian hospital struggles to cope

•   Reuters: China coal surge puts supply record, power jump within reach

•   Reuters: Japan aims for 36-38% of energy to come from renewables by 2030

•   Reuters: EXCLUSIVE Apple's talks with Chinese battery makers CATL and BYD mostly stalled -sources

•   Reuters: EXCLUSIVE Italy woos Intel over multibillion-euro chip plant -sources

•   Reuters: Explainer: Could Biden steer the U.S. Senate into changing the filibuster?

•   Reuters: Analysis: Evergrande averting default to do little to revive China property bond sales

•   Reuters: Analysis: Investors denied their Ever-grande finale...for now

•   Reuters: Analysis: Vaccinated Singapore shows zero-COVID countries cost of reopening

•   CNN: Taiwan-US relations: Biden vows to protect island in event of Chinese attack

※   White House: Remarks by President Biden in a CNN Town Hall with Anderson Cooper

•   CNN: Visualizing California's stunning shipping gridlock

•   CNBC: HSBC has some strategies for investors to overcome the ‘wall of worry’

•   CNBC: Chinese EV maker Xpeng launches flying car that can also operate on roads; plans for 2024 rollout

•   CNBC: ESG will create financial bubbles just like crypto, banking body CEO says

•   MarketWatch: Holiday earnings forecasts have been lumps of coal so far, and here come the biggest ones

•   MarketWatch: No one is forecasting a U.S. recession — or was, until now

•   SCMP: As Wall Street stays bullish on China, the challenge is selling it to US middle and working class

•   SCMP: China passes law to strengthen border security amid ongoing tensions with India and terrorism fears

•   SCMP: China ramps up electricity imports from North Korea, Russia, Myanmar in bid to ease power crisis

•   SCMP: China warns ‘complex and grim’ external environment poses risk to stabilising foreign direct investment

•   SCMP: What is ‘lying flat’, and why are Chinese officials standing up to it?

•   Global Times: China to overhaul housing market

•   Caixin: China Wants Local Governments to Speed Up Annual Special Bond Borrowing

•   Caixin: Huawei to Launch HarmonyOS-Powered Cockpit as Home-Grown Operating System Reaches 150 Million Devices

•   Caixin: China Green Bulletin: Struggling to Balance Green Goals With Energy Needs

•   Nikkei Asia: G-7 trade ministers call for ridding supply chains of forced labor

•   Nikkei Asia: Nissan, Denso and Bosch showcase more sustainable batteries

•   Nikkei Asia: Kishida to upgrade U.S. alliance with focus on 'free' Indo-Pacific

•   Nikkei Asia: Japan foreign minister calls for U.S. to join CPTPP

•   Nikkei Asia: Container shipping crisis bites Japan's chicken and wine lovers

•   Nikkei Asia: Soaring fuel costs add to pressure on Asian currencies

•   Economic Times: Strong GDP growth expected in coming quarters: PHDCCI

•   DIGITIMES: China automaker Geely considers developing ICs in-house

•   Robotics Tomorrow: What Are the Benefits of Automated Plating?

•   Robot Report: Report: Softbank negotiating sale of French robotics business

•   매경(P1): [단독] 누리호 궤도 안착 실패는 산소탱크 내부압력 이상 탓

•   매경(P1): 해운대 백사장의 실종…축구장 3개면적 사라져

•   매경: 한반도 기온상승, 세계 평균의 2배…2100년 해수면 1.1m 높아져

•   매경(P1): 애 더 낳으라면서…육아휴직 정부 지원금 400여 만원 줄어든다

•   매경: 韓부유층 34% "코로나 이후 투자 불안 늘었다"

•   매경: SK온, 볼보 전기차 폴스타에 배터리 공급 나선다

•   매경: 해외 건설수주 40% '뚝'…내년엔 중동발주 혜택볼듯

•   매경(P1): "상속세 남일 아니네"…4년뒤 서울 아파트 60% 세금폭탄

•   매경: "차라리 회사 팔겠다"…상속세 부담에 토종기업들 줄줄이 넘어간다

•   매경: 상속세 통상 10억까지 공제…최고세율은 50%

•   매경(P1): "역시 8282의 민족"…백신 접종률 미국 일본 제쳤다

※   질병관리청: 전 국민 70% 접종 완료, 단계적 일상회복 발판 마련

•   매경: 영화 6천원·철도 50% 할인…정부, 소비쿠폰 다시 뿌린다

•   매경: "막차 시간 한숨 돌리겠네" 서울 지하철 버스 심야 정상화

•   매경(P1): "세계 탄소감축 1%, SK가 맡겠다"

•   매경: "도심항공 뜨면 서울 전역 소음 몸살?"…전문가 대답 'NO'

•   매경: "현대차 말고 우리도 있다"…한화·KAI도 도심항공교통 '찜'

•   매경: "배달비 단 1원도 안 받죠"…송도선 배달로봇이 갖다드려요

•   매경: [단독] 작년 법인세 부담 줄자…설비투자 3년만에 늘어

•   매경: LG엔솔·SK온 중저가 배터리 공략 나선다

•   매경: '긴축·인플레 공포' 전통자산은 안갯속…대체투자 큰손에 길묻다

•   매경: 금리상승세에…A급 회사채도 수요미달 속출

•   매경: '국토세·이익환수'…이재명표 공약에 커지는 시장우려

•   매경: 서울 강북권 빌라 평균 매매가 3억 첫 돌파

•   한경(P1): 치솟는 금리…대출 문턱 높아진 2금융권

•   한경(P1): 검토 8년 만에…정부, CPTPP 내달 가입 신청

※   산업부: (설명자료)우리나라가 내달초 CPTPP 가입 신청을 공식화한다는 것은 사실이 아님

•   한경: 2030세대 전세대출 4년새 60조원 폭증

•   한경: '공동부유'가 바꾼 中 투자 지도…"건설·교육株 피하고 친환경株 사라"

•   한경: 찬바람 부는 金…'인플레 피난처' 비트코인에 뺏기나

•   한경: 테슬라 폭탄 선언에 삼성·LG '발칵'…中과 치열한 전쟁 예고

•   한경: 쌍용차 새주인 에디슨모터스 "산은에 8000억 대출 요청"

•   한경: 스텔란티스 손잡은 삼성SDI, 美서 전기차 31만대 배터리 생산

•   한경(P1): "디지털 전환에 미래 달렸다"…글로벌기업 85% "AI 활용"

•   한경(P1): "위드 코로나 이후 다시 상승장 온다"…증시 긴급 진단

•   한경(P1): [단독] 네이버-손정의 손 잡는다…2000억 투자 유치

•   한경(P1): [단독] 퍼주기 복지에…'밑빠진' 8대 사회보험, 내년 91조 지원

•   한경: "지금 사두면 돈 된다"…비트코인보다 유망하다는 투자 상품

•   한경: 2013년 '긴축 발작'땐 충격 점차 완화…美 2차 금리인상기에도 증시는 올랐다

•   한경: "스태그플레이션 우려는 과도…반도체 내년 2분기께 반등할 것"

•   한경: 석탄 쓰던 SGC, 바이오매스 발전소 '완벽 전환'

•   한경: "한국, 재생에너지 생산확대 한계…수소로 바꿔 수입하는 게 효율적"

•   한경: "잡스 뛰어넘겠다" 샤오미 회장의 자신감, 전기차에 11조 쏜다

•   한경: 대출 우대금리 속속 폐지…'영끌' 집주인들 속 탄다

•   한경: 돈 몰리는 친환경 원전, SMR株가 뜬다

•   서경(P1): 中, 반도체 첨단기술 '군침'···韓인재에 손 뻗친다

•   서경: 美 중심 공급망 재편 위기감···中, 인력·장비 닥치는대로 삼킨다

•   서경: OLED 등 兆단위 정부 보조금···韓 안방까지 파고드는 中 기업

•   서경(P1): "NDC 과속 땐 정유업서만 최대 800조 피해"

•   서경: 감축속도 EU 3배인데 정책지원은 빠져..."제조업, 생존이 고민"

•   서경: OLED 등 兆단위 정부 보조금···韓 안방까지 파고드는 中 기업

•   서경: 반도체 수급난 '숨통'...현대차 4분기 풀가동

•   서경(P1): 탈탄소 '멈칫'에도···韓만 사다리 걷어찬다

•   서경: 전력난·천문학적 비용 부담에...美·中·EU도 탄소중립 속도조절

•   서경: 산업 재편 끝낸 선진국들이 사실상 강제...제조업 중심 한국 등엔 메가톤급 악재

•   서경: 지원방안 없으면 개도국 설득 어려워...재정기금 마련 등 논의

•   서경(P1): 갚을 능력만큼 빌려주고, 처음부터 원금 분할상환

•   서경: 공급부족 여전한데 매물 증가 등 하락신호···전문가도 "집값 예측 불가"

•   서경: 실거주 외 투자수요까지 파악가능한 주택통계 만든다

•   서경: 현대차, 반도체 숨통에 주말특근 시행···가전업계도 '블프' 앞두고 마케팅 강화

•   서경: 반도체 부족에도 라인업 확충에 현대차·기아 친환경차 수출 20만 대 돌파

•   서경: "내년 33조 투입 K뉴딜, 수요파악 없이 예산만 늘렸다"

•   서경: 집행률 절반 이하 사업도 증액···재량지출 운용마저 구멍 뚫려

•   서경: [단독]정부 탄소중립 '코드 맞추기'? 전기차 효율 과대평가한 에경연

•   서경: "韓은 CPTPP 역량 높일 최적 파트너···당당하게 日빗장 풀어야"

•   서경: [진화하는 구독경제 생태계] 속도·신뢰 중 하나만 뒤처져도 끝...충성고객 잡기 '올인'

•   서경: [진화하는 구독경제 생태계] 구독ON으로 선점 나선 카카오···"기존에 없던 구독생태계 만들것"

•   서경: LCD 패널가 석달째 하락···LG디스플레이 반등 '빨간불'

•   조선(P1): 내달 초부터 식당·카페 영업제한 푼다

※   국무조정실: [보도자료] 제2차 코로나19 일상회복지원위원회

•   조선: 삼성페이 특허 침해 판결... 삼성 폰, 러시아서 판매 중단 위기

•   조선(P1): 탈원전 발맞췄던 한수원도 ‘탈원전 중단’ 건의

•   조선: 기업들 “총수 6촌의 자료까지 내라니…” 해마다 특수관계인 보고하느라 진땀

•   조선: [단독] 14.39는 14.4 아닌 14.3? 국세감면율 꿰맞춘 기재부

•   조선: “현 상황은 NPT 어긴 北이 NPT 잘 지켜온 韓 위협… ‘비상사태’에서 핵 보유는 국제 제재 받을 이유 없다”

•   조선비즈: 전국 주택 매매·전세가격 상승세 둔화...서울 아파트는 1.05% 상승

•   조선비즈: [세종풍향계] 임기말 文정부, 경제팀도 레임덕?…기재부 ‘찍어누르기’, 산업부 ‘불만 폭발’

•   조선비즈: [줌인] 코로나發 구인난에 성큼 다가온 드론 배달·로봇 서빙 시대

•   조선비즈: 이창용 IMF 국장 “아시아, 인플레 압력 상대적으로 낮으나 하방위험 상존”

•   조선비즈: 노조 파업 피해액, 5년간 4조원… “대체근로 도입·직장 점거 금지해야”

•   조선비즈: 소니, 삼성 QD-OLED TV 패널 공급받는다… 99% 장악 LG 독점 깨지나

•   조선비즈: 치솟는 집값에 한은 “소비자물가에 재산세 등 자가주거비 포함 논의”…인플레 더 뛰나

•   중앙(P1): 유류세 인하 공식화…폭·시기 내주 발표

•   중앙(P1): ‘파이어족’ 꿈꾸는 MZ세대, 초고위험 파생상품에 ‘영끌 베팅’

•   중앙: MZ세대 “웬만한 재테크론 내집 마련 못 해” 초고위험 선물·옵션에 ‘올인’

•   중앙: ‘캐스퍼’ 초반 돌풍…“평가 좋아야 일감 는다” 품질에 총력

•   중앙: 재생에너지, 기껏 발전해도 전기 저장 설비 등 과제 산적

•   중앙(P1): 김동연 ‘새로운 물결’ 창당, 정치교체 선언

•   중앙: 미국 CSIS 부국장 “북 SLBM은 세컨드 스트라이크, 남해서 쏘면 방어망 문제”

•   중앙: 기업은 구인난, 구직자는 취업 연기…30대만 고용 감소

•   중앙: 게처럼 좌우로 달린다고? 90도 회전 차 바퀴 만들었다

•   동아(P1): IAEA “北 상상 가능한 모든 영역서 핵 개발중”

•   동아: 임대차법 피하려 ‘위장 월세’까지 등장

•   동아: 서학개미 열풍에… 올 해외 주식계좌 신고자 61%↑

•   동아: “속도-마력 자랑 그만”… 미래차, 디지털 능력 겨룬다

•   동아: 글로벌 경기 어둡지만… 배터리-반도체-정유 3분기 실적 기대감

•   한국: "UAM 상용화 한 발 더" 대한항공, 보잉과 첨단 수직이착륙 무인기 개발한다

•   한국: [단독] 문재인 정부 내 '공공기관 2차 지방 이전' 사실상 무산됐다

•   한국: 北 SLBM "위협"이라는 정부에, 美 성 김 "'도발' 중단하라"

•   한겨레(P1): 문 대통령, G20·COP26 참석 위해 다음주 유럽 순방

•   머니투데이(P1): "과거 성공 잊어라" 삼성이 독해졌다, 1년만에

•   머니투데이: 준법경영위한 몸부림…지난 1년 삼성전자가 부딪힌 난제

•   머니투데이: "방향은 정해졌다"...삼성 앞으로 10년, 승부수는 '파바로티'

•   머니투데이(P1): [알림] 제1회 대한민국 ESG 밸류체인 IR·ESG 포럼

•   머니투데이: 유류세 15% 깎으면…휘발유값 석달 전으로 돌아간다

•   더벨: [단독] 삼성물산·두산중공업, 사우디 자푸라 열병합발전소 수주전 '1차 관문' 통과

•   헤럴드경제(P1): 전문가 열명 중 일곱은 “내년에도 서울집값 오른다” [헤럴드 뷰]

•   헤럴드경제: “양도세 내려야 다주택자 매물 나올것” [헤럴드 뷰-부동산시장 전문가 긴급진단]

•   헤럴드경제: 내집 마련 최고 전략은 ‘청약’...“3기 신도시 사전청약도 노려라” [헤럴드 뷰-부동산시장 전문가 긴급진단]

•   헤럴드경제: 추세전환?...전문가 83% “서울 집값 아직 꺾일 때 아니다” [헤럴드 뷰-부동산시장 전문가 긴급진단]

•   헤럴드경제(P1): 금융시장 불안에도...은행 빅5 ‘경이로운 실적’

•   헤럴드경제: ‘흠슬라’ 뛰어넘은 ‘두슬라’...두산重, HMM 시총 추월

•   헤럴드경제: “이것! 나오자마자…” 삼성 신형 폴더블폰 ‘구매 취소’ 속출

•   파이낸셜뉴스(P1): "질환 있어 못맞았는데" 취준생 울리는 '백신 패스'

•   파이낸셜뉴스(P1): 63조로 자란 ETF, 外人 2차전지 집중

•   파이낸셜뉴스: "세계 불황 우려 확산… 한-미 반도체·배터리 공조가 돌파구" [2021 한미재무학회 연차총회]

•   파이낸셜뉴스: 서울 극심한 '공급가뭄'… 민간아파트 계획 15%만 분양

•   아시아경제(P1): "괌에서 모히또 한 잔"…531% 급증 [금요스토리]

•   아시아경제(P1): 구광모의 LG, 글로벌 생활가전 1위 왕좌에 한발 더 다가섰다

•   아시아경제: [연전연패 부채대책-③]가계부채 진단 "내년 3월 대출 구조조정 적기"

•   아시아경제: [연전연패 부채대책-③] 무주택 실수요자 대출규제, "주요국 비해 너무 낮다" 완화 목소리

•   디지털타임스(P1): [기획] 文정부 아킬레스건 `부동산 정책` 결국 낙제

•   디지털타임스(P1): 文정부 5년간 증시 시총 1100조 늘었다

•   이데일리(P1): “월급 빼곤 다 올랐다”..위드 코로나 앞두고 고삐풀린 밥상물가

•   이데일리: 현기증나게 오르는 '물가'..더 오를 일만 남았다

•   연합: 오후 9시까지 전국서 1천128명 확진…25일 1천200명 안팎 예상

•   연합: 두산퓨얼셀, 바이오가스 활용 수소연료전지 사업 추진

•   SBS Biz: [단독] 삼성, 모바일사업부 경영진단 마무리…“대규모 조직개편”

•   디스커버리뉴스: 두산건설, 창원 파티마병원 소유부지 폐기물 처리 '곤혹'

•   에너지경제: [단독] 신재생에너지 확대정책 '민낯'…발전설비 23% 늘 때 발전량 고작 0.9% 증가

•   전자신문(P1): 포스코, 완전 자율주행차 플랫폼 개발 착수

•   전자신문: 블룸에너지, SOFC 활용 수전해 기술 내년 구미에서 실증...국내 연료전지 생태계 확장 기대

•   로봇신문: ‘2021 로봇 비즈니스 페어(Robot Biz Fair)’ 28일 개최

[Opinions]

•   Project Syndicate(John H. Cochrane): The Revenge of Supply

•   FT(Editorial Board): Avoiding the next nuclear arms race

•   FT(Editorial Board): The UK needs Covid boosters, not boosterism

•   FT(Editorial Board): Warsaw must face cost of its transgressions

•   FT(Editorial Board): Fumio Kishida should keep the best of Abenomics

•   FT(Rana Foroohar): Joe Biden’s bid for banks that serve the people

•   FT(Martin Sandbu): Germany and Europe face the same challenges in upending fiscal status quo

•   FT(Camilla Cavendish): When it comes to net zero, the government has a concrete problem

•   FT(Robert Armstrong): The Fed is still conflicted

•   FT(Jonathan Wheatley): Lira reels as Turkey tests investors once more

•   FT(Christian Odendahl): A new German economic era dawns as the Bundesbank changes guard

•   FT(Lex): Supply chains: spending and output flexibility keys to resilience

•   WSJ(Editorial Board): Yellen’s Global Tax Railroad

•   WSJ(Editorial Board): Dodging the Constitution for a Global Tax

•   WSJ(Editorial Board): The Confusing Mr. Biden

•   WSJ(Alan S. Blinder): Don’t Politicize the Fed, Reappoint Chairman Jerome Powell

•   WSJ(Holman W. Jenkins, Jr.): Inflation Is the Mother of Big Political Change

•   WSJ(Yoweri K. Museveni): Solar and Wind Force Poverty on Africa

•   WSJ(Gary Schmitt, Michael Mazza): Soaring energy prices threaten to wreck economic recovery

•   NYT(Editorial Board): The Glasgow Climate Change Summit's Global Stakes

•   NYT(Paul Krugman): How Not to Let Corporations Kill Biden’s Agenda

•   NYT(Paul Krugman): Is China in Big Trouble?

•   NYT(Charles M. Blow): Biden Isn't Being Vocal Enough on Voting Rights

•   WP(Editorial Board): Build Back Better is falling short of what President Biden promised

•   WP(Editorial Board): The big pandemic lesson is the one we’ve not fully learned

•   WP(Editorial Board): The U.S. is using sanctions more than ever. But do they work?

•   WP(Daniel Yergin, Peter Tirschwell): Why the supply chain crunch will continue into 2022

•   WP(David Ignatius): The Clean Energy Performance Program isn’t perfect, but it should be part of the spending deal

•   WP(Fareed Zakaria): We’re headed for a global energy crisis. What we need is a transition strategy.

•   Bloomberg(Niall Ferguson): Climate Discussion Nobody Wants to Have at COP26

•   Bloomberg(John Authers): Germany's Inflation Dilemma Is a Threat to Europe

•   Bloomberg(Robert Burgess): Home Sales Suggest Consumers Aren't Giving In to Inflation

•   Bloomberg(Julian Lee): Russia Completes 30-Year Vision With Nord Stream 2

•   Bloomberg(Brooke Sutherland): Industrial Strength: Manufacturers Don't Have a Demand Problem Yet

•   Bloomberg(Karl W. Smith): Supply Chain Disruption? More Like Supply Chain Overload

•   Bloomberg(Jonathan Bernstein): In Town Hall, Joe Biden Returns to Normalcy

•   Bloomberg(Hal Brands): China’s Rise Is a Threat the U.S. Has Faced for a Century

•   Bloomberg(Clara Ferreira Marques): This Coal Plan Offers Only Half a Solution

•   MarketWatch(Conor Bernstein): Soaring energy prices threaten to wreck economic recovery

•   Caixin(Wu Ge): Will Power Shortages Be the New Norm for China?

•   매경(사설): "원전 없는 탄소중립 불가능" 한수원 사장의 뒤늦은 고백

•   한경(조영탁): 에너지 정치 과잉이 부른 NDC 상향

•   서경(사설): “미래 에너지 핵심은 소형원전”이란 美, 탈원전 늪 빠진 韓

•   서경(손병권): 가야 할 탄소중립, 그러나 따져봐야 할 것들

•   서경(정용훈): 탈원전이 불러올 재앙

•   조선(사설): 한수원 “신한울 3·4호 건설 재개를”, 탈원전 비위 맞추다 이제야 바른 말

•   중앙(이건혁): 진정한 ‘수소경제’로 가려면, 생산비 낮추고 해외의존 줄여야

•   문화(사설): “신한울 3·4호기 재개” 한수원 사장조차 탈원전에 반기