Business Intelligence Monitor 211101

(Introduction)

[Markets]

•   Global: Global stocks fall, U.S. dollar climbs on inflation worries

•   US: Microsoft reclaims title of most valuable public company after Apple falls

•   Natural gas: Gas prices tumble in Europe as Russia signals more supplies next month

•   Coal: China's coal futures see biggest weekly fall in over 5 years

•   Metals: Aluminium prices slide with Chinese coal

•   Grains: Harvest delays support U.S. corn, soy futures; wheat mixed

•   한국: 코스피 1.29% 하락, 2,970대로 밀려…외국인·기관 순매도

•   한국: 두산그룹주 등락 갈려, 두산퓨얼셀 3%대 오르고 오리콤 2%대 내려

•   한국: "전국민 1인당 100만원"…이재명 한마디에 '금리 발작'

[Indicators]

•   US Sep. Personal spending·income: U.S. Prices, Wages Rise at Fastest Pace in Decades

※   Strong consumer demand and supply shortages test economy with rapid uptick in inflation

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for 15th month in a row -Baker Hughes

•   Eurozone Q3 GDP: Eurozone economic rebound narrows gap with US and China

※   Eurostat: GDP up by 2.2% in the euro area and by 2.1% in the EU

•   Eurozone Oct. CPI: Euro Inflation Breaches 4% Increasing Lagarde’s Market Challenge

•   UK Sep. Mortgage borrowing: Surge in mortgage lending prompted by stamp duty deadline

•   China Oct. Manufacturing PMI: China’s Manufacturing Activity Contracts for Second Straight Month

※   Manufacturing sector weighed down by raw material costs, a power crisis and a slowdown in the property sector

•   Japan Sep. Employment: Japan's Sept. job availability rises ahead of economic restart

•   Japan Sep. Industrial production: Japan's September factory output hit by global auto supply shortage

•   Japan Oct. Consumer confidence: Japan consumer confidence logs 29-month high as virus emergency tapers off

•   India Sep. Fiscal account: Fiscal deficit hits 4-year low of Rs 5.26 lakh crore or 35% of budget estimates

•   India Sep. Core industry production: Eight core sectors' output grows at 7-month low of 4.4%

•   Mexico Q3 GDP: Mexican Economy Shrinks in Third Quarter in Blow to Recovery

•   Canada Aug. GDP: Canada’s Economy Wavers Unexpectedly Amid Supply Bottlenecks

•   Taiwan Q3 GDP: Taiwan's economy grows slightly more slowly than expected in Q3 on COVID hit

•   Chile Sep. Copper output: Chile's Copper Output Sinks to Seven-Month Low

•   한국 3분기 카드 승인액: 소비회복 '청신호'…3분기 카드 248조원 긁었네

•   한국 3분기 외국환은행 외환거래: 외국인 주식자금 빠지자···외환거래 2분기 연속 감소

•   한국 9월 산업활동: 9월 생산·소비 석달만에 반등…제조업생산 공급망 차질에 감소

•   한국 9월 금융기관 가중평균금리: 치솟는 대출금리… 은행 주담대 평균 3%, 신용대출은 4% 넘어

•   한국 주간 주택시장 동향(KB): "옆단지 또 최고가 찍었다는데?"…서울 아파트 매수심리 6개월만에 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: Economy Week Ahead: Fed Meeting, Trade, Employment

•   FT: Global leaders get down to nitty gritty on climate change

•   Bloomberg: Three Days Will Reveal Global Alert Level on Inflation: Eco Week

[News]

•   WSJ: G-20 Climate Talks Threatened by Clash Over Coal Ahead of COP26

•   WSJ: Global Climate Talks Face Hurdles After G-20 Nations Struggle to Find Common Ground

※   World’s leading economies express aspiration of limiting global warming to 1.5 degrees Celsius, but don’t find consensus on how to do it

※   G20: The G20 Summit ended with the adoption of the G20 Rome Leaders’ Declaration

•   WSJ: Biden’s Glasgow Challenge Is to Convince World That U.S. Can Lead on Climate

•   WSJ: Steep Cuts to Carbon Emissions Gain Stronger Economic Backing

•   WSJ: G-20 Backs Tax Overhaul That Makes Rich Countries Big Winners

•   WSJ: At G-20 Summit, U.S. Agrees to Relax Tariffs on European Steel

※   Western leaders also say Iran’s new president should move toward full compliance with the 2015 nuclear accord

※   White House: FACT SHEET: The United States and European Union To Negotiate World’s First Carbon-Based Sectoral Arrangement on Steel and Aluminum Trade

•   WSJ: In Meeting With Macron, Biden Says U.S. Handling of Australia Submarine Deal Was ‘Clumsy’

※   French and U.S. leaders seek to overcome tensions on eve of G-20 summit after security pact sparked diplomatic ructions

•   WSJ: FDA Authorizes Pfizer-BioNTech Covid-19 Vaccine for Young Children

•   WSJ: Moderna Confirms FDA Delayed Covid-19 Vaccine in Adolescents to Review Myocarditis Risk

※   The drugmaker also said it would delay seeking authorization of its vaccine for younger children pending the outcome of the FDA’s review

•   WSJ: Democrats Tackle Final Details of Biden’s $1.85 Trillion Framework

•   WSJ: Democrats Fret Over How Spending Bills’ Stall Will Play With Voters

•   WSJ: Biden Signals Confidence That Social-Spending and Climate Legislation Will Pass

•   WSJ: Biden Framework’s New Programs Face Expiration Dates

•   WSJ: If Covid-19 Came From Wuhan Lab, It Wasn’t Engineered, U.S. Spy Agencies Say

※   Declassified intelligence report says lab workers were likely unaware of new coronavirus before the pandemic

•   WSJ: Delta Surge of Covid-19 Recedes, Leaving Winter Challenge Ahead

•   WSJ: Covid-19 Pushed Many Americans to Retire. The Economy Needs Them Back.

•   WSJ: Wages and Prices Are Up, but It Isn’t a Spiral—Yet

•   WSJ: Biden Administration Tries Again to End Trump-Era Remain-in-Mexico Immigration Policy

•   WSJ: Evergrande Crisis All But Shuts Bond Market for China’s Junk Borrowers

•   WSJ: As China’s Developers Struggle, Investors Prefer Property Managers

•   WSJ: Covid-19 Cases Drop in Southeast Asia, Easing Supply-Chain Crunch

•   WSJ: Japan’s Ruling Party Keeps Majority in Election

※   Prime Minister Fumio Kishida’s Liberal Democrats gain stable foundation to tackle China, North Korea threats

•   WSJ: U.S. Takes Aim at Iran’s Drone Program, Seeing Risk to Mideast Stability

•   WSJ: Deflating Your Inflation Fears

•   WSJ: Investors Buy Oil on Inflation Fears, Pushing Prices Even Higher

•   WSJ: Even Paint Makers Are Feeling the Chip Shortage

•   WSJ: Exxon, Chevron Amass Cash as Oil Tops $80 a Barrel

•   WSJ: Shell Is the Greenest Big Oil Company. Look What That Got It.

•   WSJ: U.S. Sanctions Cut Huawei’s Revenue for Fourth Straight Quarter

•   WSJ: Mark Zuckerberg’s Meta Pivot Is Personal as Well as Strategic

•   WSJ: After Alibaba’s $400 Billion Stock Selloff, Investors Hope the Worst Is Over

•   WSJ: Covid-19 Vaccine Mandates Turn Into Religious Tests at GE, Disney—Some Longer Than Others

•   WSJ: Companies From IKEA to Microsoft Call for Clear Climate Policy as They Head to Glasgow

•   WSJ: New Policy Gives FTC Greater Control Over How Companies Do M&A

•   WSJ: How Bosses Can Lure Remote Workers Back to the Office

•   WSJ: Supply-Chain Crisis Has Companies Asking: Should We Still Advertise?

•   NYT: The President's Gamble: Biden Implores Democrats to Support His Agenda

•   NYT: Biden Declared 'America is Back' in June. The World Is About to Test Him.

•   NYT: Covid Shots Are a Go for Children, but Parents Are Reluctant to Consent

•   NYT: At Climate Talks, Biden Will Try to Sell American Leadership to Skeptics

•   NYT: G20 Agenda Includes Nuclear Impasse With Iran

•   NYT: Vaccination offers more protection against Covid than prior infection, a C.D.C. study suggests.

•   NYT: Trump Allies Are Prominent at Saudi Investment Conference

•   NYT: Rivals on World Stage, Russia and U.S. Quietly Seek Areas of Accord

•   NYT: China’s Xi and other world leaders are not at the summit.

•   NYT: Xi Hasn’t Left China in 21 Months. Covid May Be Only Part of the Reason.

•   NYT: How Rising Energy Prices Have Complicated Europe's Climate Crisis

•   NYT: A Russian Pipeline Changes Direction, and Energy Politics Come to the Fore

•   NYT: Gulf States Withdraw Ambassadors to Lebanon Over Criticism of Yemen War

•   NYT: Merkel's Likely Successor to Join Her for G20 Summit Talks

•   NYT: Saudi Aramco Profits Nearly Triple as Oil Prices Rise

•   NYT: Is Carbon Capture Here?

•   WP: Biden raises the stakes with the biggest gamble of his presidency

•   WP: Biden team struggles to promote economic message as inflation persists

•   WP: As leaders gather for crucial climate summit, high expectations collide with uncertain reality

•   WP: Climate politics have shifted, and that gives scientists and activists hope

•   WP: Bureau of Land Management faces challenge after move to Grand Junction, Colo.

•   WP: Trump looks to 2024, commanding a fundraising juggernaut, as he skirts social media bans

•   WP: Supreme Court will hear cases that could undercut Biden’s goals on climate, immigration

•   WP: Which countries are on track to meet pledges to cut greenhouse gas emissions ahead of COP26? - Washington Post

•   WP: China can make or break a global climate deal. What will it be willing to give?

•   WP: Russian troop movements near Ukraine border prompt concern in U.S., Europe

•   WP: Britain’s top climate adviser calls Australia’s ‘net zero’ emissions plan unrealistic

•   WP: Russia's 'fourth wave': Record deaths, deep frustration and plenty of blame

•   FT: Johnson warns G20 deal leaves ‘huge way to go’ at climate summit

•   FT: US urged to back methane pledge by joining global monitoring effort

•   FT: How green politics went mainstream

•   FT: UK-France stand-off over post-Brexit fishing rights deepens

•   FT: UK credibility on the line over Brexit disputes, French president warns

•   FT: France’s nuclear drive offers chance of redemption for EDF

•   FT: Macron warns of threat to global economy from energy crisis

•   FT: EU’s climate leadership credentials face their biggest test

•   FT: Portugal’s political crisis threatens government’s stability

•   FT: Investors bet on BoE to be in vanguard of tighter monetary policy

•   FT: Rising mortgage rates could cool UK housing market, say analysts

•   FT: Grassroots Tories divided by big spending UK Budget

•   FT: Northern Ireland: post-Brexit utopia or region strangled in red tape?

•   FT: US energy secretary blames Opec ‘cartel’ for high petrol prices

•   FT: US tax: Biden forced into ‘baby steps’ on the road to fiscal reform

•   FT: Argentina hardens stance against IMF as debt renegotiations bog down

•   FT: Municipal votes will be first electoral test for ANC since the country’s worst post-apartheid unrest in July

•   FT: Australia’s central bank lets key bond yield surge well above target

•   FT: Will the Fed join a hawkish tilt among global central banks?

•   FT: Bad bets trigger waves of tumult in short-term bond markets

•   Bloomberg: Biden Announces New Steps to Address Supply-Chain Disruptions

※   White House: FACT SHEET: Summit on Global Supply Chain Resilience to Address Near-Term Bottlenecks and Tackle Long-Term Challenges

•   Bloomberg: What Is Inflation Risk? Some Fear Rerun of 1960s Hot Jobs Market

•   Bloomberg: Inflation Fighters Lure Emerging-Market Investors as Prices Soar

•   Bloomberg: Global Supply Chains Are a Mess. Here’s What It’s Going to Take to Fix It

•   Bloomberg: U.S. Interest Rates, Latest Forecast for Fed Rise: Goldman Says July

•   Bloomberg: Biden Agenda’s Vote Timeline in Question as Sanders Weighs In

•   Bloomberg: Macron Says Australia’s Morrison Lied to Him About Sub Deal

•   Bloomberg: Mario Draghi Wants to Believe in Climate Gains

•   Bloomberg: Blame Germany’s Red Tape and Thrift for Ailing Infrastructure

•   Bloomberg: Germany’s Finance Minister-in-Waiting Demands Hard Line From ECB

•   Bloomberg: Gazprom Says EU Gas Needs Met After German Flow Reversed

•   Bloomberg: China’s Stressed Developers Face $2 Billion Bond Bill This Month

•   Bloomberg: Two Thirds of China’s Top Developers Breach a ‘Red Line’ on Debt

•   Bloomberg: Isolated China Is Cracking Under the Strain of Keeping Covid Out

•   Bloomberg: China’s ‘Christmas Town’ Troubles Mean Higher Holiday Prices

•   Bloomberg: China Will Release Road Fuels From Reserves to Ease Shortage

•   Bloomberg: Cheap Loans in India Give Boost to Diwali Spending

•   Bloomberg: Homelessness in Brazil: Poverty Surges in Rio, Sao Paulo

•   Bloomberg: Saudi Budget Sees First Quarterly Surplus Since 2019 on High Oil

•   Bloomberg: Malaysia Unveils Biggest Budget to Spur Post-Covid Recovery

•   Bloomberg: Federal Reserve ‘Should Taper Immediately,’ Bill Ackman Says

•   Bloomberg: U.S. Short-Term Rates Traders Boost Bets on June Fed Hike

•   Bloomberg: OPEC+ to Meet Demand With Expected Boost to Supply, Iraq Says

•   Bloomberg: China’s Oil Stockpile ‘Low as It Can Go’ Ahead of OPEC+ Meet

•   Bloomberg: Vale Earnings Disappoint With Inflation Adding to Iron Slump

•   Bloomberg: 2021 Among Earth’s Hottest Years, UN Says as COP26 Starts

•   Bloomberg: India to Impose Minimum Level of Green Energy Use by Industries

•   Bloomberg: India Falling Behind on Near-Term Renewables Aim, ReNew Says

•   Bloomberg: Brazil to Declare New 2050 Net-Zero Plan at COP26 Summit

•   Bloomberg: Biden’s Build Back Better Plan Compromises on Much — But Not Carbon Emissions

•   Reuters: Blinken and Wang warn against fuelling Taiwan tensions

※   First in-person meeting since fiery exchanges in Alaska

•   Reuters: Psaki tests positive for COVID-19, last saw Biden on Tuesday

•   Reuters: G20 wants 70% of world vaccinated by mid-2022, sets up pandemic task force

•   Reuters: Biden says Russia must not manipulate natural gas flows for political purposes

•   Reuters: COP26 aims to banish coal. Asia is building hundreds of power plants to burn it

•   Reuters: U.S. House plan would give electric vehicles boost but faces opposition

•   Reuters: Britain's COVID-19 cases down 13.5% over past week

•   Reuters: France's daily COVID-19 infections top 7,000 for first time since mid-Sept

•   Reuters: EU countries aiming for common position on tech rules on Nov. 25

•   Reuters: German tabloid attacks ECB chief Lagarde as 'Madam Inflation'

•   Reuters: Biden to warn Turkey's Erdogan against 'precipitous' actions

•   Reuters: Philippines logs record daily COVID-19 deaths as data reclassified

•   Reuters: Daimler Q3 posts higher profit despite chip shortage

•   Reuters: Europe's EV battery strategy threatened by supply chain gaps, Eramet says

•   Reuters: Analysis: China's property woes put prestige global projects in play

•   Reuters: Analysis: Volkswagen gets reality check after Tesla's week of milestones

•   CNN: Why investors should pay attention to COP26 climate talks

•   CNN: The stock market was more treat than trick in October

•   CNBC: Markets could be challenged in the week ahead as the Fed prepares to reverse easy policy

•   CNBC: Apple chip woes will end, but US-China supply chain war just starting

•   MarketWatch: How much is Big Pharma making from COVID-19 vaccines? We’re about to find out

•   Fox Business: Major California city becomes the most unaffordable housing market in America

•   Fox Business: Biden admin working to ‘unstick ports’, partner with industry to ‘incentivize’ chip production in US: Raimondo

•   SCMP: China takes aim at US and its allies over ‘unreasonable’ claims at WTO trade review

•   SCMP: China’s aluminium supply shortage keeps prices near 13-year high with little sign of easing amid power cuts, emission targets

•   SCMP: COP26: China must broaden scope of national carbon trading market to meet climate commitments, say experts

•   SCMP: China debt: Beijing names and shames costly local government projects in bid to curb debt

•   SCMP: China consumption: how important is it to the world’s No 2 economy?

•   SCMP: China sets new bank risk rules to prevent financial crisis

•   SCMP: 5 things you need to know about China’s power crisis

•   Global Times: Xi calls for concrete actions on climate change

•   Caixin: China’s Top Power Producers See Red as Surging Coal Prices Sink Profits

•   Nikkei Asia: Japan automakers take the hard road

•   Nikkei Asia: Toyota in hot pursuit of Tesla, unveiling EV with 500 km range

•   Nikkei Asia: Mitsubishi Heavy aims for low-carbon shift after profit rebound

•   Nikkei Asia: Foreign investors tiptoe back into Chinese stocks

•   Japan Times: As Japan looks to expand renewable energy, nuclear power's role remains unclear

•   Power Engineering: U.S. solar panel imports fell 27% in third quarter - Power Engineering

•   Power Engineering: A supply chain is born: Can the U.S. reach 30 GW of offshore wind by 2030?

•   reNews: Biden infrastructure bill 'unprecedented' for clean power

•   MINING.com: COP26 will be a colossal mining cop-out

•   MINING.com: While China will continue to use rare earths in EVs, Europe may be trying different options – report

•   Robotics Tomorrow: Food Robotics Market to Hit $2 Billion by 2028

•   매경(P1): "1인 100만원은 돼야 않겠나"…또 지원금 뿌리자는 이재명

•   매경: 남는 세수로 부채 갚자더니…전국민 지원금땐 또 빚내야

•   매경(P1): "인플레 걱정 과도…美금리 내년에 한번 인상"

•   매경: "정부 디지털화폐 나오면 비트코인 더 뜬다" 싱가포르 석학의 예언

•   매경(P1): 코오롱 새 임원 85% 40대...재계 세대교체 바람

•   매경: 정부는 집값 상승세 주춤하다는데…2030 "이걸 믿어야 하나"

•   매경: 내년 대선 앞두고…부동산 시장 관망 심리 갈수록 커져

•   매경: '숨은 빚' 포함땐 韓부채비율 71%로 껑충

•   매경: 동의 버튼 한번이면 끝…'13월의 월급' 연말정산 들어온다

•   매경: 계층간 소비격차 커져…회원국 산술평균 80%에 근접

※   한국은행: 조사통계월보 2021년 10월호

•   매경: 요소수 사재기…가격 2~3배 폭등

•   매경: SK이노베이션 "배터리 수주잔액 220조"

•   매경: 현대차·기아, 美배터리 기업에 투자

•   매경: SK하이닉스, 키파운드리 되찾았다

•   매경: [단독] 한투, 디티알 손잡고 두산공작기계 인수

•   매경: 요즘 현금부자들 돈 싸들고 '이 곳' 간다

•   매경(P1): 빚더미 지자체까지…"토익 본 취준생 응시료 지원"

•   매경(P1): "1000만명 올라타는 2년 뒤 메타버스 성장세 폭발할것"

•   매경: 기온 1도만 올라도 '전염병 대란'…김밥 한줄도 맘놓고 못먹을판

•   매경: 산업현장도 숨차다…섬유업계, 기후변화로 年 100억 손실

•   매경: "아태무역 새 표준될 CPTPP…한국, 가입 외면할 이유없다"

•   매경: "재정정책 우선 순위로 탄소중립·디지털 초점"

•   매경: 정부 손실보상 빠진 여행업계…매출회복 코로나前 10% 그쳐

•   매경: 수소차용 천연가스 요금 3년간 25% 인하

•   매경: 더 크고 선명하게…'超프리미엄 TV' 경쟁

•   매경: 국민연금 반도체 화학 팔고…딱 '한 가지'만 비중 늘렸다는데

•   매경: "다시 박스피 돌아오나" 코스피 거래대금 반토막

•   매경: 상장사 3곳중 1곳 실적쇼크…주가급락 속출

•   매경: [인플레 시대 투자법] 인플레 공포 피할 '대피소' 찾아라

•   매경: "D램가격 큰 하락 없다" 반도체株 반등론 고개 드는데…

•   매경: "인플레 공포는 일시적…美증시가 상대적으로 안전"

•   한경(P1): "혹독한 겨울 시작"…삼성전자·SK하이닉스 '암울한 전망'

•   한경: '수소전지 루키' 범한퓨얼셀, 코스닥 상장 준비 본격화

•   한경: "뉴타운 덕 보자"…인근 아파트 리모델링 열풍

•   한경(P1): "수소기술 세계 수도 될 것"…일본 고베시의 ESG 혁신

•   한경: "덴마크, 석유 의존하다 위기…녹색성장 힘쏟아야 일자리·富 창출"

•   한경: 글로벌 석유社도 수소·바이오에너지 투자 확대

•   한경: 마이클 살바티코 "지난해 ESG 관련 ETF들, 수익률도 높았다"

•   한경: '채권시장 뇌관' 떠오른 적자재정…대선용 설익은 정책도 기름 부어

•   한경: "기업들, 탄소감축 미달해도 페널티 없지만 투자자 외면할 것"

•   한경: 美-EU 철강 관세분쟁 합의…포스코·현대제철로 불똥 튀나

•   한경: 정부 신재생 챙기기에…REC 값 3주새 20% 급등

•   한경: 强달러의 시간…"최소 1년 내다보고 환율 떨어질 때마다 분할 매수"

•   한경: "캠퍼스 확 바꾸고 전교생 AI 교육…중앙대 재도약할 것"

※   두산재단이 중앙대를 매각하는 일은 없을 것입니다.

•   한경: 전기차 충전소 '신재생 실험'…"태양광서 전력 뽑아 곧장 충전"

•   한경: '오세훈표 민간 재개발' 후보지 공모 흥행

•   서경(P1): 학현학파의 일갈 "임대차 3법이 암시장 만들었다"

•   서경: 학현학파의 일갈 "금융규제로 집값 못 잡아···이재명 100만호 기본주택 비현실적"

•   서경: [뷰&인사이트]주변국 전력 의존도 높이는 韓···유럽처럼 '에너지 볼모' 될수도

•   서경: '악'소리 나는 개미 수익률···외인·기관 7% 올릴때 나홀로 -18%

•   서경(P1): '배당 줄이고 자사주 소각 말라'는 靑직속기구

•   서경: "이젠 보유현금 사용처까지 개입하나"···주주친화 경영도 '무시'

•   서경(P1): “韓佛 반도체·전기차 기술협력 강화”

•   서경: 文 로마서 '종전선언' 올인...美·中부터 교황청·WFP에도 지지호소

•   서경(P1): 내년 첫달부터 은행점포 100여곳 통폐합

•   서경: 기준금리·대출금리 차이 9년반만에 최대

•   서경: "자동차 개소세 혜택 못받나" 출고 지연에 소비자 속앓이

•   서경: 신규채용 걸림돌 1위는 "낮은 노동시장 유연성"

•   서경: [진화하는 구독경제 생태계]콘텐츠 제공 멈추면 구독자도 사라진다···콘텐츠 확보전 나선 기업들

•   서경: 벤처투자업계 "CES·MWC 가자" 주춤했던 글로벌 행보 '기지개'

•   서경: 금리·물가·리오프닝 등 변수 많은데... 11월 ‘연말 효과’ 시작될까

•   조선(P1): 핼러윈 밤샘파티 안돼요... 영업제한, 내달 1일 오전 5시부터 푼다

※   복지부: 단계적 일상회복 이행계획 발표

•   조선: 수능 치르고 11월 22일부터 전국 학생들 ‘전면 등교’

•   조선: 4만명 확진 영국, 중증환자는 2~3%… 싱가포르도 치명률 0.2%

•   조선: 마스크·손씻기 잘 지킨 佛, 거리두기 풀어도 확진자 크게 안늘어

•   조선: “장사 3개월 못하게 해놓고 고작 매출 2~3일치만 주나”

•   조선: 새만금 태양광 文정부 임기내 가동 어려워

•   조선(P1): 한국 40% 줄일때 세계는 9% 감축

•   조선: 선진국·개발도상국은 원전 활용하겠다는데 한국만 ‘탈원전’ 고집

•   조선: 탄소중립 목표 맞추려면… 포스코만 한 기업 3곳 가동 멈춰야

•   조선: 38노스 “北, 신포 조선소서 SLBM 추가 발사 준비”

※   38 North: Sinpho Secure Boat Basin: Probable Testing Activity

•   조선: 서울 전월세값, 통계청 매달 78가구로 계산했다

•   조선: 국내 주요 증권사 “내년 코스피 3400~3600, 최고점 경신”

•   조선: 중국 LFP·일본 전고체 진격… K배터리 흔들

•   조선: 선거가 걱정되나, 전월세 규제 선긋는 경제 수장들

•   조선: 전기차 돌풍... 아이오닉5·EV6 출시 6개월 만에 5만대 판매

•   조선비즈: 홍남기 “디지털세로 한국 세수 약간 늘 것…국익 극대화”

•   조선비즈: 분양·착공·준공 모두 줄어든 서울… “앞으로가 더 무섭다”

•   조선비즈: [세종풍향계] 이재명 “총리에 예산권” 주장…”경제정책, 정치 종속 심해지나” 술렁

•   조선비즈: [광화문테크] “애플빠도 안 산다더라”… 아이폰13 향한 혹평 왜

•   조선비즈: “모두 도박이라고 했다” 삼성, 폴더블폰 ‘잭팟’ 터뜨리고 ‘초격차’ 가동

•   조선비즈: ‘신축불패’ 약발 다 했나... “이젠 구축 아파트값이 더 오른다”

•   인베스트조선: 빨라진 탄소중립에 '발등에 불' 떨어진 기업들...사업 전환·조달 다각화 분주

•   중앙(P1): 스타트업이 세상 바꾼다, 전 세계 189조 투자 봇물

•   중앙: 산업 디지털 전환 가속도…3년간 25개 과제 사업화 지원

•   중앙(P1): 산업부 에이스 줄사표…경제부처는 '중·국·산·고·기' 자조

•   중앙: 수소 1t 만들려고 탄소 10t 배출, 한국 수소기술의 민낯

•   중앙: 전기차가 대세? 전기자전거도 무서운 기세

•   동아: 정부 “먹는 코로나 치료제 27만명분 확보”

•   동아(P1): 651일만에 위드 코로나, 마스크가 ‘최후 방어막’

•   동아: 유흥가-대형마트 인파 급증… 방역-의료진 “백신이 1차 방어선”

•   동아: “고3, 화이자 접종 75일뒤 숨져”… 10대 사망 첫 사례

•   동아: 중환자 병상 가동률 75% 넘으면 ‘비상계획’

•   동아(P1): 숙박-전시-공연 소상공인도 코로나 피해회복 지원

•   동아: 공급난 속에… 프리미엄 스마트폰-가전 훨훨 날았다

•   동아: 물류업계 ‘탄소중립 배송’ 시동 걸자… 상용차도 전기차 경쟁 가속

•   동아: 우주 진화의 비밀 푸는 슈퍼컴퓨터… 주요국, 자존심 걸고 성능경쟁

•   문화: 중대재해법 코앞…“CEO 주업무가 檢·警 출석 될 것”

•   한국(P1): 위드코로나 직전 확진자 증가세…"방역 너무 빨리 많이 풀었다"

•   국민: 외국인 7조원대 ‘아파트 쇼핑’ 뒤에야… 정부, 통계 신설

•   국민: “코로나 방역강도 10P↓ 음식점 소비 28.8% 증가”

※   한국은행: 해외경제 포커스(제2021-41호)

•   서울(P1): 6억 이하 아파트 서울서 씨 마른다

•   서울: “한국, 기후변화에 취약… 최악의 경우 GDP 13% 손실”

•   세계: 휘발유값 7년 만에 최고

•   세계: 주택 시장 ‘호황’… 잘나가는 건설사들

•   한겨레: 돈 열심히 갚아도…은행들 “실적 있어야 이자 내려줍니다”

•   한겨레: 중앙은행의 돈 줄 죄기…자산시장 어디까지 영향 받을까

•   경향(P1): KT 통신망, 전국 먹통…‘관리 오류’였다

•   머니투데이: "대한민국이 기재부의 나라냐"던 이재명...6조각 공중분해설까지

•   머니투데이: 내년 7월부터 대출 더 어려워진다는데…"먼저 당겨 쓰자"

•   머니투데이: 쌍용차 새 주인, 산은과 신경전…'회생계획 인가' 남았다

•   머니투데이: "사전청약 입주까지 6년…오히려 전셋값 폭등했습니다"

•   머니투데이: 박용만, 이번엔 '철조망 십자가'로 교황을 감동시켰다

•   헤럴드경제(P1): 연내 5G 2000만 시대...폰은 ‘빛’ 품질은 ‘그림자’ [헤럴드 뷰]

•   헤럴드경제: “5G가 20배 빠르다고?” 진짜는 언제쯤 쓸 수 있나요?

•   헤럴드경제: “통신 끌고 폴더블 밀었지만” 5G 불만은 현재 진행형

•   파이낸셜뉴스(P1): "택지사업 민간이익 주택공급에 재투자"

•   파이낸셜뉴스(P1): 일상회복 첫발… 시험대 오른 韓 경제

•   파이낸셜뉴스: "각국 인플레 우려 속 한국 가계빚 뇌관… 금리정책이 관건" [한미재무학회 지상대담]

•   파이낸셜뉴스: 비스포크 확대… 지역 맞춤 공급으로 중저가폰 저변 넓힌다

•   디지털타임스(P1): [기획] `갑질방지법` 비웃듯 꿈쩍 않는 빅테크

•   디지털타임스: 로봇 개 `스팟`, 건설현장 작업반장이 되다

•   이데일리: 규제 풀어도 모자랄 판에…태양광·풍력 안전기준 강화에 `아우성`

•   연합: 오후 9시까지 전국서 1천413명 확진…1일 1천600명안팎 예상

•   연합: 두산중공업 3분기 영업이익 2천431억원…"수주목표 달성 기대"

※   두산중공업: 2021년 3분기 기업설명회

•   연합: 두산밥캣, 북미 판매 증가 힘입어 3분기 영업익 16.5%↑

※   두산밥캣: 2021년 3분기 기업설명회

•   연합: 대외경제장관회의 두번째 연기…CPTPP 가입 결정 미뤄지나

•   연합: 수요 증가에 판 커지는 OLED TV 시장…일본 JVC도 합류

•   연합: 30대 그룹 임원 10명중 1명은 외부 수혈…IT-바이오 부문서 활발

•   더구루: 한수원 '폴란드 원전' 수주전 필승 전략…'팀코리아+70개 현지기업'

•   더구루: 美·佛 '폴란드 원전' 물밑 작업…한수원 예의주시

•   더구루: 세계는 지금 수소 춘추전국시대

•   비즈니스포스트: 두산건설 경영정상화 가시화, 매물로서 매력 높아져 매각 주선자도 등장

•   비즈니스포스트: 한수원 체코 원전 수주 힘받나, 정재훈 문재인 외교적 지원에 기대

•   에너지경제: 발전공기업,너도나도 연료전지 진출…경제성·환경성 논란 속 '발등' 우려

•   에너지경제: 태양광 설비 교체로 보조금 또 받기 쉽지 않네…지자체 규제 적용 불투명에 ‘혼선’

•   에너지경제: 홍준표 "2050 탄소중립 시나리오 전면 폐기…원전 비율 50%로"

•   에너지경제: 김부겸 국무총리 "2050 탄소중립 연계한 '수소경제이행 기본계획' 마련"

•   에너지경제: H2KOREA, 프랑스 현지서 한국 수소경제 위상 알리다

•   전자신문(P1): 서버·스토리지 생산기업 늘었다

•   전자신문: 마지막 내연기관 배출가스 규제 '유로7' 초읽기…"기술력이 생존 가른다"

•   디지털데일리: 파운드리 캐파 2배 늘린 삼성·SK…해외 진출 속도

•   로봇신문: "로보월드를 빛낸 10대 로봇 제품"

•   엠스플뉴스: [단독] ‘리그 중단’ 결정 후, KBO 총재 최고급 차량 리스료 ‘두산이 대납’-운전기사 급여도 두산이 부담 중…두산으로부터 급여까지 받았다

•   MHN스포츠: [단독] KBO "정지택 총재와 두산의 유착관계, 모두 사실 아냐"

[Opinions]

•   Project Syndicate(Michael R. Bloomberg, Frans Timmermans): To Support Climate Efforts, Support Mayors

•   Project Syndicate(Jean Pisani-Ferry): The Path to Climate Credibility

•   Project Syndicate(José Manuel Barroso): The Test of Pandemic Preparedness

•   Project Syndicate(Gordon Brown, Francesco Guerrera): The G20's Historic Opportunity

•   FT(Editorial Board): Supply chain disruptions are now holding back the recovery

•   FT(Editorial Board): Anglo-French fish fight is unworthy of two great allies

•   FT(Editorial Board): Facebook can’t rebrand its way out of trouble

•   FT(Bill Gates): Funding clean technology is the way to avoid climate disaster

•   FT(Martin Wolf): The chancellor has no clear plan for faster, greener economic growth

•   FT(Chris Giles): Success for Sunak will be determined by something other than taxes

•   FT(Tim Harford): The climate won’t wait. We need a carbon tax now

•   FT(Stefan Wagstyl): Fears of both high inflation and low rates vex the wealthy

•   WSJ(Editorial Board): The Climate Summit to Nowhere

•   WSJ(Editorial Board): The Summer of Stagflation

•   WSJ(Editorial Board): Government Motors Is Back

•   WSJ(Holman W. Jenkins, Jr.): Big Tech, Big Oil—Every Industry Is Big Tobacco Now

•   WSJ(Andy Kessler): Nine Theories of Progressive Power

•   WSJ(Mickey D. Levy): Fed Complacency Feeds Inflation

•   WSJ(Casey B. Mulligan): The Spending Bill Is an Attack on Work and Marriage

•   NYT(Charles M. Blow): Facebook’s Metaverse Is No Replacement for the Real World

•   NYT(Justin Gillis): Will Glasgow Be the Climate Breakthrough We Need?

•   NYT(Wendy Parmet): A Dangerous Legal Battle Over Vaccine Mandates Will Continue

•   NYT(Natasha Kassam): What Taiwan Really Wants

•   WP(Editorial Board): As countries gather at Glasgow summit, time is running out to fight global warming

•   WP(Lawrence H. Summers): The new corporate tax deal is a template for meeting other global challenges

•   WP(Henry Olsen): Biden’s vaccine mandates might just backfire

•   WP(E.J. Dionne Jr.): Take the win, Democrats, and don’t look back

•   WP(Greg Sargent): Biden is surprisingly confident that the Build Back Better agenda will succeed. Here’s why.

•   WP(Fred Hiatt): What Democrats should have said to Big Oil

•   WP(Gary Abernathy): Biden is keeping Trump in contention for 2024

•   Bloomberg(Mohamed A. El-Erian): G-20 Needs ‘Sputnik Moment’ on Global Economy

•   Bloomberg(Conor Sen): Biden Is Betting Companies Will Solve Inflation: Conor Sen

•   Bloomberg(Mihir Sharma): COP26 Countries Shouldn't Expect India Net-Zero Pledge

•   Bloomberg(John Authers): COP26: Capital Markets Can't Save the Planet, But They Can Help

•   Bloomberg(Liam Denning): Exxon, Chevron Earnings a Respite From Market, Political Pressure

•   Bloomberg(Julian Lee): Russia Is No Longer Europe's Reliable Gas Supplier

•   Bloomberg(James Stavridis): NATO Should Mend Its Rift With Russia — With Conditions

•   Bloomberg(Clara Ferreira Marques): COP26 Glasgow: All Our Covid Failures Can Inform the Climate Change Fight

•   Bloomberg(Tae Kim): Apple, Amazon Come Down to Earth

•   Bloomberg(Lara Williams): Facebook Foibles, Trillion-Dollar Tesla and Other Tech Happenings

•   Bloomberg(Matthew Yglesias): Virginia Governor Election 2021: Does It Have National Implications?

•   Fox News(Fred Fleitz): Biden's Taiwan flubs, weakness embolden China

•   Reuters(Mike Dolan): Still sinking sub-zero real yields pose a puzzle for policymakers

•   Reuters(Jamie Mcgeever): Stocks' glass half full, bonds' is half empty

•   Nikkei Asia(Naoya Yoshino): Japanese election's biggest loser: policy debate

•   매경(이은아): 탄소중립, 기술과 비용은 준비됐나

•   조선(김상협): 탄소중립안, 다음 정부서 다시 만들어야

•   파이낸셜뉴스(사설): 탄소중립 기류에 변화 조짐, 우리만 오판할라