Business Intelligence Monitor 211026

(Introduction)

[Markets]

•   Global: Stocks gain as upbeat Wall St earnings lift outlook

•   US: Tesla Surpasses $1 Trillion in Market Value as Hertz Orders 100,000 Vehicles

•   US: Micron (MU) Shares Gain as Analysts See Higher Prices From Earthquake

•   Oil: US oil hits $85 a barrel as demand keeps ticking up

•   Metals: Copper prices snap back on scarce material, inflation worries

•   Iron ore: Iron ore price rebounds while La Niña threatens to worsen energy crisis

•   Grains: Wheat surges on supply concerns, as corn slips on soft exports

•   한국: 코스피 사흘 만에 반등…3,020대 회복

•   한국: SMR 들썩이자…두산重 등 원전주 뜀박질

•   한국: 두산그룹주 강세, 두산중공업 13%대 두산 9%대 오리콤 5%대 뛰어

[Indicators]

•   US Oct. Dallas Fed manufacturing Index: Texas Factory Production Eased in October -- Dallas Fed

•   US Oct. MCI-EFI: Confidence in Equipment Finance Market Sees Small Uptick

•   Germany Oct. Ifo business climate: Supply Chain Woes Send German Business Confidence to Six-Month Low

•   한국 3분기 지가: 지역개발 기대에…땅값 3년만에 최대상승

[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 Data Shows Covid-19 Vaccine Produced Strong Immune Response in 6- to 11-Year-Olds

※   Company to submit interim results to health regulators in U.S., Europe and elsewhere in seeking authorization for younger age group

•   WSJ: Biden Administration Aims to Boost Covid-19 Rapid Test Supply

•   WSJ: Democrats Negotiate Tax, Healthcare Provisions as Biden Seeks Deal This Week

•   WSJ: Taxing Billionaires to Pay for Biden’s Agenda: What to Know About the Democrats’ Plan

•   WSJ: Fed Prepares to Taper Stimulus Amid More Doubts on Inflation

•   WSJ: Trump’s Look Backward Poses Peril for GOP

•   WSJ: Does Taiwan’s Military Stand a Chance Against China? Few Think So.

•   WSJ: China Evergrande Says Work on Some Residential Projects Has Resumed

※   Developer posted photographs showing workers on the job in cities including Shenzhen, Dongguan and Zhongshan

•   WSJ: Xi’s ‘Common Prosperity’ in Theory and Practice

•   WSJ: Beijing Olympics Will Require Vaccine or 21-Day Quarantine

•   WSJ: Facebook Posts Slower Sales Growth With Apple Privacy Policy

•   WSJ: Tesla Supplier Shows Off More Powerful Battery

•   WSJ: Supply-Chain Disruptions Encourage Rio Tinto to Mine Its Own Sludge for Critical Minerals

•   NYT: Are Vaccine Boosters Widely Needed? Some Federal Advisers Have Misgivings.

•   NYT: Proposed Tax on Billionaires Raises Question: What’s Income?

•   WP: U.S. ends travel ban on foreign travelers who show proof of vaccination

※   Children under 18 do not have to show proof of vaccination but will be required to show proof of a negative test

•   WP: World remains on a dangerous climate trajectory ahead of COP26, and developing nations fail to meet $100 billion climate financing target

※   UNFCCC: Updated NDC Synthesis Report: Worrying Trends Confirmed

•   WP: The climate catastrophe is here, whether governments face it or not

•   WP: iPhones, Pixels, Flips: What to know about the top smartphones of 2021

•   FT: Scientists link Covid vaccines to rare neurological complications

•   FT: The government handouts that hand down trouble

•   FT: Drilling shutdown would mean end of green transition, Norway PM warns

•   FT: EU recovery fund: can Spain transform its economy?

•   FT: Bloc’s energy quarrel moves to Luxembourg

•   FT: Sunak spending review sets course for pre-election tax cuts

•   FT: Sunak to raise national living wage and end public sector pay freeze

•   FT: UK exporters fall foul of post-Brexit trade rules

•   FT: Mask-wearing at the heart of the great British Covid divide

•   FT: Indonesian markets boosted by China’s energy crunch

•   FT: Sudanese army dissolves government and imposes state of emergency

•   FT: Erdogan backs down in row with 10 western ambassadors

•   FT: Investors show fear of central bank errors in short-term bonds

•   FT: Governments need to fix supply chain crisis, top shipping boss warns

•   FT: Amazon strikes deal with UK spy agencies to host top-secret material

•   Bloomberg: Covid Poses Bigger Risk of Brain Conditions Than Vaccines

※   Nature: Neurological complications after first dose of COVID-19 vaccines and SARS-CoV-2 infection

•   Bloomberg: Biden’s Pick for China Envoy Is One Nominee Ted Cruz Won’t Block

•   Bloomberg: Janet Yellen Defends Fed Chair Jerome Powell’s Regulatory Record

•   Bloomberg: Larry Summers Debates Inflation Risks With Janet Yellen on Twitter

•   Bloomberg: Greenspan Sees Sustained Inflation Well Above the Fed’s 2% Goal

•   Bloomberg: High Inflation May be Broadening, St. Louis Fed Economist Says

※   St. Louis Fed: How Widespread Are Price Increases in the U.S.?

•   Bloomberg: Weidmann Succession Suspense May Last for Weeks on Berlin Talks

•   Bloomberg: France Boasts Results in Spending Big to Bring Back Industry

•   Bloomberg: French Grid Says Cheapest Net-Zero Path Needs Nuclear Power

※   Building new reactors would reduce energy transition cost

•   Bloomberg: Tenreyro Suggests Bank of England Can Wait to Move on Rates

•   Bloomberg: EU Brexit Proposals for N. Ireland Not Enough, U.K.’s Frost Says

•   Bloomberg: U.K.’s New Hourly Minimum Wage Falls Short of Hopes of Voters

•   Bloomberg: China's Local Travel Restrictions, Lockdown Are Back to Curb New Covid Outbreak

※   Inner Mongolia’s Ejin County put under lockdown on Monday

•   Bloomberg: China's Covid-Zero Strategy Challenged by New Virus Cases Hitting Faster

•   Bloomberg: Why China’s Developers Have So Much Dollar Debt: QuickTake

•   Bloomberg: HSBC Sees No Material Fallout From China Evergrande Trouble

•   Bloomberg: Iran, EU to Meet on Wednesday in Prelude to Nuclear Accord Talks

•   Bloomberg: Central Banker Stands Alone With Brazil’s Credibility Crumbling

•   Bloomberg: Brazil Analysts Jack Up Inflation, Rate Forecasts as Woes Grow

•   Bloomberg: Bitcoin Is Still Concentrated in Few Hands, Study Finds

•   Bloomberg: Palm Oil Shortage at Heart of Edible Oil Boom Set to Endure

•   Bloomberg: Billionaire Elon Musk Net Worth $288.6 billion, More than Exxon Market Cap

•   Bloomberg: Big Oil Is About to Post Highest Cash Flow in More Than 13 Years

•   Bloomberg: EU, Chinese Officials to Meet Ahead of UN Climate Change Talks

•   Bloomberg: Saudi Crown Prince Says Climate Goals to Boost Mideast Economies

•   Bloomberg: German-French Power Spread Soars Ahead of Winter Season

•   Bloomberg: Solar Energy Growth Rate Slows With Supply Chain Shortages, Rising Panel Prices

•   Reuters: Greenhouse gas levels hit record; world struggles to curb damage

※   WMO: Greenhouse Gas Bulletin: Another Year Another Record

•   Reuters: Russia's Novak expects OPEC+ to up oil output by 400,000 bpd in Nov

•   Reuters: U.S. envoy says Iran nuclear deal effort is at 'critical phase'

•   Reuters: Number of COVID-19 infections in Spain hits 5 million

•   Reuters: German growth to slow sharply in final months of 2021, Bundesbank says

•   Reuters: Nine EU countries oppose electricity market reforms as fix for energy price spike

•   Reuters: Inflation genie out of the bottle: Five questions for the ECB

•   Reuters: Spillover from China's property debt risks is controllable - Xinhua

•   Reuters: China power curbs are challenge for steel mills - industry group

•   Reuters: Panasonic unveils prototype battery to help Tesla lower production costs

•   Reuters: Key moments from decades of climate conferences

•   Reuters: Analysis: 'Shameful' failure to meet climate finance goal risks undermining COP26 talks

•   CNN: Will companies still pay for Biden's big spending plan?

•   CNBC: Shipping problems at U.S. ports could linger well into 2022

•   CNBC: Dr. Scott Gottlieb says he’ll get his young kids Covid vaccinated as soon as they’re eligible

•   CNBC: China is pushing to develop its own chips — but the country can’t do without foreign tech

•   Fox Business: Democrats plan ultra-billionaire tax to fund spending bill: How it would work

•   SCMP: China outlines strategy to meet economic challenges, from power crisis to Evergrande woes

•   SCMP: China population: census results in question after township suddenly reports 31 per cent plunge in permanent residents

•   Global Times: Xi reiterates China’s role in defending UN mandate

•   Xinhua: Key insights into China's current economic situation

•   Nikkei Asia: U.S. chides China, Russia after ships traverse Japan chokepoints

•   Nikkei Asia: Biden 'committed' to avoiding China confrontation: Kurt Campbell

•   Nikkei Asia: Omron to invest in Techman Robot, a unit of Taiwan's Quanta

•   Japan Times: Japan's pick for new economic security post raises eyebrows in China

•   Economic Times: Q3 growth poised for sequential rebound: Nomura

•   Economic Times: Economy likely to register 9.5 pc growth this fiscal: Report

•   MINING.com: Caterpillar gears up for green energy transition, automation age

•   매경(P1): 文대통령 "2030년까지 메탄배출 30% 감축할것"

※   청와대: 2022년도 예산안 시정연설

•   매경(P1): 구광모의 결단…LG엔솔에 '그룹 2인자' 긴급 투입

•   매경: LG가 신호탄…재계 연말인사 빨라진다

•   매경(P1): 예비부부 신혼집 마련 숨통 트이나…"신용대출 한도 연봉이상 확 늘려준다"

•   매경: 6개국 상황 분석한 대한상의…"일상회복 전환, 경제효과 크다"

•   매경: "몽땅 정규직 만드는게 공정?" 건보공단 2030 직원들 반기들었다

•   매경: 정부 맘대로 기준바꿔…재정운용계획 '유명무실'

•   매경: 中企 "52시간제 어렵다" 호소에 특별연장근로 年 150일로 확대

•   매경: '일본차 성지' 인도네시아 간 정의선 "국민차 만든다"

•   매경: 삼성·하이닉스, 美에 반도체 정보 제출 수순

•   매경: LG화학, LFP배터리 진출 '공식화'

•   매경: 물가 오를때…中企 이익 감소폭 대기업의 3배

•   매경: 문재인정부 출범 이후 '더블'…서울아파트 12억 넘었다

•   한경(P1): KT 통신망 오류 '전국 먹통'

•   한경: KT 전국 통신망 마비 사태…피해 보상은 어떻게 되나?

•   한경(P1): [단독] 47조원 굴리는 교직원공제회, 비트코인에 투자한다

•   한경: 삼성중공업, 1주일새 선박 3조 수주

•   한경: "수소경제 베팅하려면 'OO 기업'에 관심을"

•   서경(P1): 숨죽인 시중자금···11월만 쳐다본다

•   서경: 증시 거래대금 반토막·주택 매매도 뚝...초단기 상품에만 돈 몰려

•   서경: 내달초 테이퍼링·하순 韓 금리인상...금융시장 변동성 키울 변수 수두룩

•   서경: 'CBDC' 발행 속도내지만···제도적 준비는 제자리걸음

•   서경: [세종돋보기] 기재부 '사분오열' 될라...대선주자 한마디에 '술렁'

•   서경: "위드 코로나로 이동 늘면 카드지출 월평균 1.2조 증가"

•   서경: 이재용 "뉴삼성 만들겠다"...시스템반도체 1위·컨트롤타워 재편 속도

•   서경: 올 벤처투자 사상 첫 5조 돌파

•   조선(P1): 428일만에 ‘코로나 통금’ 풀린다... 내달 식당·카페 시간제한 해제

※   복지부: 코로나19 단계적 일상회복 이행계획 공청회 개최(10.25)

•   조선: 경증·무증상은 기저질환 있더라도 재택치료

•   조선: 백신패스, 질병청 ‘쿠브 앱’에서 발급

•   조선: 접종자는 모든 시설 ‘프리 패스’… 12월 중순 야외 노마스크 추진

•   조선: “전기차 450만대” 정부 급가속… 국내 자동차업계는 ‘발등의 불’

•   조선: [단독] “화력발전 중단? 현실성 낮고 되레 재생에너지 전환동력 약화”

•   조선비즈: 文대통령, 유럽 순방 중 바이든과 만날 듯…한미 양자 정상회담은 미정

•   조선비즈: [단독] 정부, 승용차 개소세 인하 올해 말 종료 방침…내년부터 세율 ‘3.5→5%’ 원위치

•   조선비즈: 성큼 다가온 ‘전기車 시대’...일자리 수십만개 소멸 ‘폭풍전야’

•   조선비즈: 기재부에 이어 한은도 “이달 물가상승률 3%대 가능성”

•   조선비즈: 한경연 “내년 나라빚 1000조원 시대 개막… 재정위기관리 소홀”

•   중앙: "전화 20번 했다" 송영길은 왜 1% 지지율 김동연에 매달릴까

•   한국: 역대급 수주' 조선업계 "물 들어왔는데, 노 저을 사람 없어"

•   국민: “전세가 너무 비싸”… 집값 하락세? 전문가들은 “천만에”

•   머니투데이: 유류세 깎아줘도 연말 물가 못 잡는 3가지 이유

•   헤럴드경제(P1): 탄소중립의 역설 ‘그린플레이션’ 공포

•   헤럴드경제: 원유·아연·니켈...원자재가격 ‘역대급 상승세’ 기업 초비상 [탄소중립 후폭풍...그린플레이션 위기]

•   헤럴드경제: 신재생에너지 발전 대안으로 원전 재조명

•   헤럴드경제: 전세·민간 과다이익 차단...대책 쏟아진다

•   파이낸셜뉴스: 삼성-LG, OLED도 동맹 맺을까

•   아시아경제(P1): [단독]수천만원 드론 사놓고 사용無…예산만 늘리는 공공기관

•   디지털타임스: 올해 초과 세수 41조… 정부 예상액보다 10조 이상 더 걷힌다

•   이데일리: 화물차 총파업 선언…물류 대란 초읽기

•   이데일리: 세계는 반도체 전쟁중…"우리나라에 공장 지어라"

•   이데일리: "'코스닥 우위' 내년까지 계속된다"…그럼 코스피는?

•   이데일리: “살아도 문제 팔아도 문제”…오락가락 정책에 우는 납세자

•   연합: 오후 9시까지 전국서 1천185명 확진…26일 1천200명대 예상

•   연합: 반크 찾은 김동연 예비후보 "독도 못 가봐, 부끄럽다"

•   아주경제: 2030년까지 43조원 투자...'K수소' 거점 부동산 어디

•   더구루: 삼성·롯데·포스코, 말레이시아 수소사업 눈독

•   에너지경제: [탄소중립 기회와 도전] 바람의 나라 덴마크, 풍력의 섬을 품다

•   에너지경제: [단독] 글로벌 공급난에 국내 모듈가격 급등…정부 태양광 확대 정책 '빨간불'

•   에너지경제: 에경원 "내년초까지 국제 에너지가격 급등 영향…국내 가격 안전화·수급관리 조치 취해야"

•   전자신문(P1): "포토마스크가 없다"…반도체 수급난 악화

•   전자신문(P1): 최태원 회장, 3년간 청년 일자리 2만7000개 약속

•   전자신문: [KES 2021] 미래 융합 신기술 한 자리에…400개 기업 '첨단기술 경연' 펼친다

•   전자신문: 석탄발전, 다음달까지 전력수급 비상대기…수급 위기시마다 '구원투수' 역할

[Opinions]

•   Project Syndicate(Robert J. Shiller): Should You Buy a Home in the US?

•   Project Syndicate(Nina L. Khrushcheva): Russia's Communist Comeback

•   Project Syndicate(Jeffrey Frankel): High Oil Prices Can Help the Environment

•   Project Syndicate(Jules Kortenhorst): Clean Energy Has Won the Economic Race

•   FT(Editorial Board): Turkish compromise will not repair all the damage

•   FT(Editorial Board): Britain’s chancellor should go for growth

•   FT(Ruchir Sharma): The pandemic stimulus has backfired in emerging markets

•   WSJ(Walter Russell Mead): In Europe, Confusion Reigns About the U.S.

•   WSJ(Gerard Baker): GOP Has a Chance at More Than Election Victory

•   WSJ(Dan Palmer, David Williams): The Democrats’ Tax Plan Would Sink Real Estate

•   NYT(Annelise Riles): Biden Has a Chance to Go Big and Bold at the Fed

•   NYT(Jay Caspian Kang): The First Bitcoin-Related Fund Makes Its Stock Market Debut

•   WP(Henry Olsen): Biden’s latest tax-the-rich scheme would be an unworkable and possibly unconstitutional mess

•   Bloomberg(Mark Gongloff): Supply-Chain Inflation: What Can the Fed Really Do?

•   Bloomberg(Mohamed A. El-Erian): Mystical Hold of ‘Transitory’ Tempts Huge Fed Policy Error

•   Bloomberg(John Authers): Powell's Hawkish Tilt Evokes Memories of 2018 Market Selloff

•   Bloomberg(Liam Denning): Hertz-Tesla Deal Will Help Normalize Electric Cars

•   Bloomberg(Therese Raphael, Nicole Torres): What Is COP26 and Who's Going? Your Top Climate Summit Questions, Answered

•   Bloomberg(Virginia Postrel): America’s Supply Chain Collides With California’s Nimbyism

•   Nikkei Asia(Richard Maude): Can ASEAN coexist with the Quad?

•   한경(정종태): 한수원 사장을 위한 변명

•   헤럴드경제(김형석): 미국과의 수소산업 협력