Business Intelligence Monitor Weekly 210726~210801

[Reports]

•   IMF: World Economic Outlook Update, July 2021: Fault Lines Widen in the Global Recovery

•   IMF: The Rise of Digital Money

•   IMF: The Global Informal Workforce: Priorities for Inclusive Growth

•   IMF: Stepping Up to Meet Low-Income Countries’ Pandemic Recovery Needs

•   World Bank: Trade-Policy Dynamics : Evidence from 60 Years of U.S.-China Trade

•   World Bank: One-Stop Source : A Global Database of Inflation

•   OECD: Employment situation, OECD, first quarter 2021 - OECD

•   WTO: WTO report: Full trade recovery at risk without equitable vaccine roll-out

•   White House: FACT SHEET: President Biden to Announce New Actions to Get More Americans Vaccinated and Slow the Spread of the Delta Variant

•   White House: FACT SHEET: Historic Bipartisan Infrastructure Deal

•   White House: FACT SHEET: Biden Administration Announces Further Actions to Protect U.S. Critical Infrastructure

•   White House: Remarks by President Biden on the Importance of American Manufacturing

•   White House: Statement by President Joe Biden on CDC Guidance

•   White House: Remarks by President Biden Laying Out the Next Steps in Our Effort to Get More Americans Vaccinated and Combat the Spread of the Delta Variant

•   White House: Statement by President Joe Biden on Eviction Prevention Efforts and Emergency Rental Assistance

•   CBO: An Analysis of Certain Proposals in the President’s 2022 Budget

•   BEA: Gross Domestic Product, Second Quarter 2021 (Advance Estimate) and Annual Update

•   European Commission: Statement by President von der Leyen on a new milestone in the EU Vaccines Strategy

•   Fed: Federal Reserve issues FOMC statement

•   Fed: U.S. Zombie Firms: How Many and How Consequential?

•   Fed: The Pandemic's Impact on Credit Risk: Averted or Delayed?

•   Fed: The Long-Lived Cyclicality of the Labor Force Participation Rate

•   Fed: Speech by Governor Lael Brainard - Assessing Progress as the Economy Moves from Reopening to Recovery

•   ECB: Account of the strategy review meeting

•   ECB: Luis de Guindos: Interview with Handelsblatt

•   ECB: Fabio Panetta: Interview with Corriere della Sera

•   ECB: After the crisis: Economic lessons from the pandemic

•   ECB: Labour shortages and wage growth

•   ECB: The case for a positive euro area inflation target: evidence from France, Germany and Italy

•   ECB: Fundamentals vs. policies: can the US dollar’s dominance in global trade be dented?

•   ECB: Monetary policy, neutrality and the environment

•   ECB: Macroeconomic stabilisation and monetary policy effectiveness in a low-interest-rate environment

•   BOJ: Summary of Opinions at the Monetary Policy Meeting on July 15 and 16, 2021

•   NBER: Modeling Macroeconomic Variations after Covid-19

•   NBER: Climate Change Uncertainty Spillover in the Macroeconomy

•   NBER: Designing Fuel-Economy Standards in Light of Electric Vehicles | NBER

•   CEPR: CEPR Discussion Papers 25 July 2021

•   VoxEU: The effect of macroeconomic uncertainty on household spending

•   VoxEU: Carbon taxation and inflation | VOX, CEPR Policy Portal

•   VoxEU: Dollars and exports: The effects of currency strength on international trade

•   NABE: July 2021 Business Conditions Survey Summary

•   G30: U.S. Treasury Markets: Steps Toward Increased Liquidity

•   World Economic Forum: Grey, blue, green – why are there so many colours of hydrogen?

•   World Economic Forum: The real economy is not a side event in the global decarbonization effort

•   World Economic Forum: Green bonds beat expectations in post-pandemic recovery

•   World Economic Forum: An expert explains: How COVID-19 exposed the fragility of global supply chains

•   World Economic Forum: Could carbon fibres soon become free of fossil fuels?

•   World Economic Forum: COVID-19 is accelerating stakeholder capitalism

•   World Economic Forum: Why ‘floating wind’ is key to the energy transition and how to get it onto the sea quickly

•   World Economic Forum: How a demand-driven approach could accelerate zero-emission freight transportation

•   Brookings: Addressing America’s crisis of despair and economic recovery

•   Brookings: Hutchins Roundup: Social Security benefits, hiring discrimination, and more

•   Brookings: Treat Iraq’s Iran-aligned militias like ISIS

•   CSIS: Global Economics Monthly, July 2021

•   CSIS: U.S. Views on the Trade and Climate Policy Nexus

•   38 North: To TPP or Not to TPP: That Is the Question

•   McKinsey:The COVID-19 effect on economic conditions

•   McKinsey:COVID-19 recovery in hardest-hit sectors could take more than 5 years

•   McKinsey:COVID-19: Briefing note #65, July 28, 2021

•   KPMG: What are the potential impacts on inventories?

•   Visual Capitalist: Mapped: GDP per Capita Worldwide

•   IEA: Power system flexibility will be essential for India to reach its renewable energy targets

•   World Energy Council: New Innovation Insights Brief, "Hydrogen on the Horizon: Ready, Almost Set, Go?"

•   Wood Mackenzie: Community solar stakes claim in US power market

•   Wood Mackenzie: China’s CATL launches sodium-ion battery

•   Ember: European Electricity Review: H1-2021

•   E4tech: Report highlights role for hydrogen in the Energy Community

•   KHL: World’s top ten construction contractors 2021

•   IDC: The Global Smartphone Market Grew 13.2% in the Second Quarter Despite Supply Concerns and Vendor Shakeups, According to IDC

•   IDC: China's Smartphone Market Dropped 10% in 2Q21 Under Soft Demand and Lack of Flagship Availability, IDC Reports

•   IDC: Chromebook and Tablet Growth Continued in the Second Quarter Despite On-Going Supply Concerns, According to IDC

•   Strategy Analytics: Automotive Semiconductor Outlook and the Semiconductor Shortage – an update

•   Strategy Analytics: China Becomes iPhone’s Largest Market

•   Strategy Analytics: Tablet Market Posts 5th Quarter of Growth but Supply Constraints Limit Progress

•   Strategy Analytics: Global Smartphone Shipments Grew +11% YoY in Q2 2021

•   Strategy Analytics: Q2’21: India Smartphone Market Slows Amidst Pandemic’s Second Wave

•   Counterpoint: Global PC Shipments up 15% YoY in Q2 2021; Macs See Record Sales on M1 Push

•   Counterpoint: Apple Achieves Record June Quarter Shipments, Xiaomi Becomes the Second-Largest Smartphone Brand Globally

•   Counterpoint: China Smartphone Market Sees Lowest Q2 Sales Since 2012; vivo Leads as Huawei Plummets

•   Counterpoint: India Smartphone Market Stays Resilient During Second COVID-19 Wave, Crosses 33 Million Shipments

•   Counterpoint: US Smartphone Market Grows 27% YoY in H1 2021 Despite Shortages; OnePlus, Motorola, Nokia HMD Gain as LG Exits

•   Canalys: Worldwide smartphone market declines 9% sequentially in Q2 2021 as component shortage bites

•   Canalys: China's smartphone market cools in Q2 as shipments decline 17%

•   IHS Markit: US Offshore Wind to Grow Rapidly But Likely Fall Short of Biden Administration’s 2030 Target, IHS Markit Says

•   IHS Markit: Engineering and Construction Costs Rise for Ninth Consecutive Month in July On Strength in Electrical Component Prices, According to IHS Markit

•   IHS Markit: Economic Impact Analysis of Proposed Infrastructure Investments

•   DRAMeXchange: 【Market View】Enterprise SSD Contract Prices Likely to Increase by 15% QoQ for 3Q21 Due to High SSD Demand and Short Supply of Upstream IC Components, Says TrendForce

•   IC Insights: IC Insights Forecasts a 21% Surge in IC Unit Shipments This Year

•   SEMI: Silicon Wafer Shipments Reach New High in Second Quarter 2021, SEMI Reports

•   SEMI: North American Semiconductor Equipment Industry Posts June 2021 Billings

•   한국은행: 해외경제 포커스(제2021-29호)

•   한국은행: 조사통계월보 2021년 7월호

•   한국은행: 2021년 2/4분기중 외국환은행의 외환거래동향

•   한국은행: 2021년 2/4분기 실질 국내총생산(속보)

•   한국은행: 2021년 7월 소비자동향조사 결과

•   한국은행: 2021년 6월 무역지수 및 교역조건

•   한국은행: [보도자료] 2021년 6월중 금융기관 가중평균금리

•   한국은행: 2021년 7월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: 2020년 북한 경제성장률 추정 결과

•   한국은행: [현지정보] 영란은행 2021년 상반기 금융안정보고서의 주요 내용

•   한국은행: [동향분석] 최근(6~7월) 중국경제의 동향과 전망

•   한국은행: [현지정보] 2021.2/4분기 미국 GDP 성장률(속보) 6.5%

•   한국은행: [현지정보] 7월 FOMC 회의결과에 대한 금융시장 반응 및 시장참가자들의 평가

•   한국은행: [현지정보] 미연준, 국내금융기관 및 FIMA 대상 대기성 레포제도 신설

•   한국은행: [현지정보] 2021.7월 FOMC 회의 결과

•   국제금융센터: 주간 Global Opinions(7.19~25)

•   국제금융센터: 주간 Wall Street 인사이트(7.26)

•   국제금융센터: [은행] 글로벌 은행산업 트렌드(7.26)

•   국제금융센터: 미국 장기금리 수수께끼(conundrum) 및 향후 전망

•   국제금융센터: 주요 투자은행 환율전망 (7월 26일)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.26)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.27)

•   국제금융센터: 최근 중국ㆍ홍콩 증시 급락 배경 및 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.28)

•   국제금융센터: 한국 2분기 GDP(속보치)에 대한 해외시각

•   국제금융센터: 미국 단기자금시장의 유동성 불균형 현황 및 평가

•   국제금융센터: 미국 은행권의 M&A 증가 및 특징

•   국제금융센터: 미국 7월 FOMC 회의 결과 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.29)

•   국제금융센터: 미국 2분기 GDP 성장률 평가 및 향후 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.30)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 및 채권 모두 유입

•   kotra: 통계로 보는 2020년 중국 서비스 무역 현황

•   kotra: 美 탄소국경세 도입 추진 동향

•   kotra: 지표로 본 상반기 美 경제 현황과 불확실성 점검

•   kotra: EU의 탄소국경조정제도(CBAM) 주요 내용과 전망

•   kotra: 중국의 3대 무역 파트너 국가 : 미국, 일본, 한국

•   kotra: 스페인, 43억 유로 규모의 전기차 제조업 지원정책 발표

•   kotra: 미국 수력발전터빈 시장동향

•   KDI: KDI 북한경제리뷰 2021년 7월

•   KDI: 나라경제 2021. 8

•   대외경제정책연구원: 일본의 ‘사회적 과제 해결형’ 4차 산업혁명에 관한 연구

•   대외경제정책연구원: 신용공급 변동이 경제성장 및 금융위기에 미치는 영향

•   EMERiCs: [이슈인포그래픽] 인도, 델리 마스터플랜 2041 발표

•   EMERiCs: [전문가오피니언] 미군 철수로 아프가니스탄에서 탈레반 세력 확대: 타지키스탄 안보 위험성 증대

•   EMERiCs: [월간정세변화] 빅테이터로 보는 인도 모디 정권 정책 발언 분석

•   EMERiCs: [이슈트렌드] 아프간 정부와 탈레반, 평화협상 재개... 큰 소득 없이 끝나

•   EMERiCs: [이슈인포그래픽] 싱가포르, 코로나19와의 공존 선택

•   EMERiCs: [월간정세변화] 빅데이터로 보는 동남아 권역 내 미국 중심의 대중국 견제 이슈 변화 분석

•   EMERiCs: [이슈트렌드] 말레이시아, SOP 완화…그러나 위반자는 강력 처벌

•   EMERiCs: [이슈트렌드] 아웅산 수치 대변인 사망…군부의 정적 공격 계속

•   EMERiCs: [이슈인포그래픽] 러시아, 국부펀드 달러자산 전량 매각

•   EMERiCs: [월간정세변화] 빅데이터로 보는 국경을 둘러싼 이슈로 정세 혼란을 겪고 있는 유라시아

•   EMERiCs: [이슈인포그래픽] 남아프리카공화국 폭동 격화

•   EMERiCs: [월간정세변화] 빅데이터로 보는 아프리카, 극단주의 무장 조직 세력 확장으로 안보 불안 심화 이슈 추이

•   EMERiCs: [월간정세변화] 빅데이터로 보는 월간 중동 국가별 관계 분석

•   EMERiCs: [전문가오피니언] 이란 1400년의 선택, 에브라힘 라이시 정권의 탄생

•   EMERiCs: [전문가오피니언] 네타냐후의 정치적 유산과 불안정한 라피드-베네트 연립정부

•   EMERiCs: [이슈트렌드] 이란, 50년 만에 최악의 가뭄... 물 부족으로 인한 소요사태도 발생

•   EMERiCs: [이슈트렌드] 아프리카, 코로나19 위기 지속... 국제사회의 각종 지원 이어져

•   EMERiCs: [이슈인포그래픽] 중남미 각국, 대규모 시위와 사회 혼란 이어져

•   EMERiCs: [전문가오피니언] 칠레의 그린수소 전략과 한국 기업들과 협력 방안

•   EMERiCs: [이슈트렌드] 페루, 대선 결과 확정...페드로 카스티요 후보 당선

•   EMERiCs: [이슈트렌드] 람다 변이 공격받는 중남미, 요원한 일상 회복

•   EMERiCs: [월간정세변화] 빅데이터로 보는 중동부유럽, 높아진 인플레이션에 상반된 대처 이슈 추이

•   EMERiCs: [이슈트렌드] 터키, 중동과 지중해 지역에서 영향력 강화 추구

•   EMERiCs: [이슈트렌드] 中 환경 개선과 정책 지원, 2021년 상반기 투자 회복 이끌어

•   EMERiCs: [이슈트렌드] 커촹반 2주년, 성과와 의미

•   EMERiCs: [차이나인사이트] 탄소 중립 전략에 숨은 투자 기회 분석

•   EMERiCs: [차이나인사이트] 중국 농민공 수, 5년 후 폭발적 감소 예상

•   EMERiCs: 중국 탄소중립 실현을 위한 탄소배출권 거래의 현황과 전망

•   EMERiCs: 중국의 『선진국』 진입에 대한 전망

•   수출입은행 해외경제연구소: 해운조선업 2021년 2분기 및 상반기 동향

•   수출입은행 해외경제연구소: 2021년 2분기 수출실적 평가 및 2021년 3분기 수출 전망

•   산업연구원: "산업경기 전문가 서베이조사 결과 - `21.7월 현황과 `21.8월 전망"

•   글로벌에너지협력센터: Global Energy Weekly Briefing (7월 3주차)

•   현대경제연구원: 지역경제의 현황과 시사점

•   포스코경영연구원: 지속가능한 業의 진화를 위한 글로벌 B2B 기업들의 전략 분석

•   조세재정연구원: 재정포럼 2021년 7월호(제301호)

•   국회예산정책처: NABO 경제·산업동향 & 이슈 (제19호)

•   국회입법조사처: 메타버스(metaverse)의 현황과 향후 과제

•   우리금융경영연구소: Q. 메타버스(Metaverse)? → A. 가상세계 - 7월 Industry Watch

•   KDB미래전략연구소: 주간 KDB리포트(2021.7.26)

•   KDB미래전략연구소: 국내 수소발전(연료전지) 현황과 과제

•   KB: 2021.07월 『[월간]KB주택가격동향』조사결과

•   KB: 7월 26일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   건설산업연구원: 건설동향브리핑 817호

•   LH토지주택연구원: 부동산시장동향보고서 2021년 7월호

•   LH토지주택연구원: 2021 북한 건설개발 동향 2/4분기

•   외교안보연구소: 미·러 정상회담 분석

•   전경련: 전경련 IFRS 지속가능보고기준 제정 관련 의견서 제출

•   전경련: 전경련, EU 탄소국경조정제도에 대한 한국 경제계 입장 서한 전달

•   한국경제연구원: 비자발적 시간제근로자, 10년간 33.2만명(43.0%) 늘었다 !

•   농촌경제연구원: [세계농업] 제242호 (2021년 07월)

•   기재부: 2021년 세법개정안 발표

•   기재부: 2021년도 「2차 추경 범정부 TF」 3차 회의 개최

•   기재부: 제27차 부동산시장 점검 관계장관회의 개최 및 부동산시장

•   기재부: 국제통화기금(IMF), 세계경제전망(WEO) 수정 발표

•   기재부: 제13차 혁신성장 빅3(BIG3) 추진회의 개최

•   통계청: 2021년 5월 경제활동인구조사 고령층 부가조사 결과

•   통계청: 2021년 5월 인구동향(출생, 사망, 혼인, 이혼)

•   통계청: 2020년 인구주택총조사 등록센서스 방식 집계결과 보도자료

•   통계청: 2021년 6월 산업활동동향

•   산업부: (참고자료)신재생에너지 공급의무화 제도(RPS) 고시

•   산업부: RE100 기업 등을 위한 신재생공급인증서(REC) 거래 시장 개설

•   산업부: 2021년 7월 수출입 동향

•   산업부: 탄소중립의 핵심인 녹색수소 생산기술, 한국이 국제표준화 주도

•   산업부: 지능형 제조공장과 액화수소로 산단의 첨단화와 친환경화 촉진

•   산업부: (참고자료)최대전력수요 전망 관련 비교·설명

•   산업부: ‘21년 상반기 주요 유통업체 매출 전년 대비 12.1% 증가

•   국토부: 6월 주택 거래량 통계 및 하반기 입주예정 아파트 발표

•   국토부: '21년도 건설업체 시공능력평가 공시

•   노동부: 2021년 6월 사업체노동력조사 결과

•   공정위: 현대제뉴인-두산인프라코어 기업결합 건 승인

•   질병관리청: 국내 코로나19 백신 교차접종 연구 결과 높은 수준의 항체가 확인

[Magazines]

•   Economist: Unrest and economic underperformance haunt the emerging world | The Economist

•   Economist: The prospects for developing countries are not what they once were | The Economist

•   Economist: China’s crackdown on the online-education business marks a turning-point | The Economist

•   Economist: The way out of Tunisia’s crisis | The Economist

•   Economist: Philippine President Duterte has shown how not to handle China | The Economist

•   Economist: China is rapidly building new nuclear-missile silos | The Economist

•   Economist: Hong Kong’s draconian new security law claims its first scalp

•   Economist: America’s vaccination woes cannot be blamed only on politics | The Economist

•   Economist: Who’s against the jab | The Economist

•   Economist: Joe Biden’s bipartisan dream lives on, for now | The Economist

•   Economist: Peru’s left-wing new president pushes for a new constitution | The Economist

•   Economist: Boris Johnson’s gamble looks like it will pay off | The Economist

•   Economist: The pandemic has exacerbated existing political discontent | The Economist

•   Economist: As food prices soar, big agriculture is having a field day

•   Economist: China’s techlash gains steam. Again

•   Economist: Robinhood takes its IPO to the masses | The Economist

•   Economist: Despite climate concerns, demand for dirty fuels is surging | The Economist

•   Economist: Prices in Turkey are surging. But by how much? | The Economist

•   Economist: Real Treasury yields plumb the depths | The Economist

•   Economist: Fintech is booming, despite a weak economy. Can that last? | The Economist

•   Economist: The case for a further narrowing of euro-zone bond spreads | The Economist

•   Economist: Why have some places suffered more covid-19 deaths than others? | The Economist

•   Forbes: America’s Aging Infrastructure Gets C-Minus On Its Report Card

•   Bloomberg Businessweek: Stock Market: China Doesn’t Care How Much Money Investors Lose

•   Bloomberg Businessweek: China Reins in Bitcoin, Cryptocurrencies to Push Digital Yuan

•   Bloomberg Businessweek: Semiconductor Shortage: China’s Chipmaking Efforts Falter Without Tech Edge

•   Bloomberg Businessweek: Biden Prepares to Make His Mark on the Fed

•   Bloomberg Businessweek: China Tech Crackdown: Xi Charts New Model After Emulating Silicon Valley

•   Bloomberg Businessweek: GE CEO Larry Culp Fills Leadership Positions With Outside Hires

•   Bloomberg Businessweek: Companies Face the Big Work Question: Return to Office ... or Not?

•   Bloomberg Businessweek: Work-Life Balance: Excessive Collaboration Is Burning Out Workers

•   Bloomberg Businessweek: Home Prices Soar in South Korea, Endangering Moon Jae-in’s Reelection

•   Atlantic: The COVID-19 Delta Variant Took Away Our Summer - The Atlantic

•   Foreign Policy: The Science Says Everyone Needs a COVID-19 Booster Shot—and Soon

•   Foreign Policy: Macron’s Big Vaccination Gamble

•   Foreign Policy: Be Wary of China Threat Inflation

•   Foreign Policy: Why Ebrahim Raisi Won’t Be Iran’s Deng Xiaoping

•   Foreign Policy: Is Iran Bluffing About Its Enriched Uranium Stockpile?

•   Foreign Policy: Did Biden Sell Out on Nord Stream 2—or Protect U.S. Firms?

•   Foreign Policy: Fighting Climate Change Is the Key to U.S. Energy Independence

•   Foreign Affairs: How Americans Think About Trade

•   Foreign Affairs: China’s Sputnik Moment?

•   Foreign Affairs: A Grand Bargain With North Korea | Foreign Affairs

•   Barron's: Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It. | Barron's

•   Barron's: The Labor Shortage Is Worse Than It Looks, and Help Is Not on the Way

•   Barron's: Rising Home Prices: Who Wins and Who Gets Left Behind? | Barron's

•   Harvard Business Review: AI Doesn’t Have to Be Too Complicated or Expensive for Your Business

•   MIT Technology Review: Hundreds of AI tools have been built to catch covid. None of them helped.

•   MIT Technology Review: Covid clusters among the vaccinated point to rise of delta

•   MIT Sloan Management Review: The 10 Most Popular Articles in 2021 (So Far)

•   Power Magazine: Leveling the Market Playing Field for Hybrid Power Plants

•   Windpower Monthly: GE Renewable Energy claims success in automated wind blade finishing

•   Windpower Monthly: How Siemens Gamesa plans to make wind turbine blades fully recyclable by 2030

•   Windpower Monthly: Why Vietnam shouldn’t rush into offshore wind auctions | Windpower Monthly

•   Nature: COVID vaccines slash viral spread – but Delta is an unknown

•   Nature: COVID boosters for wealthy nations spark outrage

•   한경비즈니스: 하반기 글로벌 증시 양대 난제…美 국채 금리 하락과 테크래시 │ 매거진한경

•   한경비즈니스: 하반기 코스피 상단을 제한적으로 보는 이유 │ 매거진한경

•   한경비즈니스: 투기 자본 눈총 받던 사모펀드 MA 시장 큰손 됐다 │ 매거진한경

•   한경비즈니스: 0달러에 수렴한다고 비트코인이 맞이하게 될 진짜 미래는비트코인 A to Z │ 매거진한경

•   월간수소경제: 수소 규제자유특구 진단 ① [월간수소경제 창간 4주년 좌담회] ‘수소 규제자유특구’의 성공적인 길을 말하다

•   월간수소경제: 수소 규제자유특구 진단 ② 바이오가스・암모니아 기반 그린수소 실증

•   월간수소경제: 수소전문기업이 뜬다, 산업부 선정 ‘수소전문기업 11’

•   월간수소경제: 중국 수소 시장 선점, 글로벌 경쟁 점화

•   월간수소경제: 린데・에어리퀴드, 한국 수소 시장 확대 나선다

•   월간수소경제: ‘수소펀드’로 보는 글로벌 수소 이슈

[Books]

•   Economist: China aims to eclipse America by 2049, a Biden official writes

•   매경: "중국의 도전은 멀었다고 확신했다"…오바마 왜 오판했나

•   한경: [홍순철의 글로벌 북 트렌드] 백신은 어느날 '뚝딱' 만들어지지 않았다

•   한경: [책마을] 토닥토닥…동료 고통에 손 내미는 조직이 일도 잘한다

•   한경: [책마을] 베이조스·머스크 '狂적인 집착'이 성과 냈다

•   한경: [주목! 이 책] 트렌드를 알면 지금 사야 할 미국주식이 보인다

•   한경: [책마을] 반복되는 팬데믹 역사, 지금도 그 속에 있다

•   한경: [책꽂이] '미래의 부' 등

•   연합: 윤희숙, '정치의 배신' 출간…"경제 붕괴는 정치의 문제"

•   에너지경제: 조성봉 숭실대 교수, 칼럼집 '이제 에너지를 시장으로 돌려주자' 출간

Business Intelligence Monitor 210802

(Introduction)

[Markets]

•   Global: U.S. stocks slip, dollar has worst week in almost two months

•   Peru: Peru currency hits record low, bonds fall on finance ministry vacuum

•   Metals: Aluminium streaks to three-year highs on Chinese power cuts

•   Iron ore: Iron ore price craters on Chinese steel output cuts

•   Grains: Corn, soy futures sag on end-of-month selling; U.S. weather eyed

•   한국: 코스피, 1.24% 내린 3,200대 마감…외국인·기관 순매도

•   한국: 월말에 ‘3중 악재’ 덮친 코스피···3,200선도 위태

•   한국: 두산그룹주 약세, 두산중공업 3%대 내리고 두산밥캣 2%대 올라

[Indicators]

•   US Q2 Labor costs: U.S. labor costs increase solidly in second quarter

•   US May Oil consumption: America’s Oil Demand Is Roaring Back Faster Than Expected

•   US Jun. Construction employment: Employment Lags Or Matches Pre-Pandemic Level

•   US Jun. Personal spending·income: Household Spending Rose in June, Before Delta Variant Upswing

※   NYT: The Fed’s Favorite Price Index Rose 4 Percent. What Comes Next?

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

•   US Q3 GDP Nowcast: Jul 30, 2021: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 6.1 percent — July 30, 2021

•   Eurozone Q2 GDP: Growth returns to eurozone with healthy rebound in second quarter

※   Eurostat: GDP up by 2.0% in the euro area and by 1.9% in the EU

•   Eurozone Jul. CPI: Eurozone Inflation Overshot ECB's 2% Target in July

•   France Jul. Car sales: French Car Sales Drop 35% in July as Chip Shortage Crimps Supply

•   China Jul. Manufacturing PMI: Expansion in China’s Factory Sector Hits Lowest Level in Months

•   Japan Jun. Employment: Japan's June jobless rate improves to 2.9% as virus step eased

•   Japan Jun. Industrial production: Japan's industrial output rises 6.2% on month in June

•   India Q2 Fiscal account: April-June fiscal deficit narrows to $36.8 billion as tax receipts rise

•   India Jun. Core industry production: June core sector growth slows as base effect wanes

•   India Jul. GST collections: GST collections for July record Rs 1.16 lakh crore

•   Brazil May Employment: Brazil Unemployment Sticks Near Record High as Economy Reopens

•   Canada Q2 GDP: Canada’s Economy Rebounds, on Track for 2.5% Annualized Growth

•   한국 7월 무역수지: 한국 수출 역대 1위로 하반기 출발…연 6천억달러 달성 '파란불'

•   한국 7월 은행 가계대출 잔액: "지금 못하면 더 벼락거지 될라"…규제 높여도 가계대출 7월에도 급증

•   한국 주간 아파트 수급동향(부동산원): 정부는 “집값 고점” 국민은 “사자”

•   북한 2020년 GDP: 北, 작년 4.5% '역성장'…23년 만에 최악

[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

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   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: Factories, Trade, Employment

•   FT: Give us a break

•   Bloomberg: Massive Stimulus Looks Here to Stay as BOE to Echo Fed: Eco Week

[News]

•   WSJ: World Economy Caps Extraordinary Return From Covid-19 Collapse

•   WSJ: CDC Says New Mask Guidelines Informed by Cape Cod Outbreak

•   WSJ: Southern States Urge Covid-19 Vaccines as the Delta Variant Surges

•   WSJ: Fauci Warns on Covid-19 That ‘Things Are Going to Get Worse’

•   WSJ: FDA Under Pressure to Grant Full Approval to Covid-19 Vaccines

•   WSJ: Infrastructure Bill Now Faces Restive House Progressives

•   WSJ: Senators Push to Wrap Up Bipartisan Infrastructure Bill This Week

•   WSJ: House Adjourns Without Extending Covid-19 Eviction Moratorium

•   WSJ: Renters in South Look Most Vulnerable After Eviction Ban

•   WSJ: Fed’s Brainard Says Labor Market Hasn’t Satisfied Goals for Reducing Bond Purchases

•   WSJ: Reduction in Fed’s Asset Purchases Might Not Spark ‘Taper Tantrum’

•   WSJ: SEC to Set New Disclosure Requirements for Chinese Company IPOs

•   WSJ: U.S. Trade Representative’s Top China Adviser Resigns

•   WSJ: Two U.S. Companies Seek Continued Tariffs on Imported Solar Panels

•   WSJ: Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal

•   WSJ: U.K.’s Delta Variant Wave Appears to Ebb, Offering Hope Covid-19 Is in Retreat

•   WSJ: Hong Kong Protester, First to Be Sentenced Under China’s National Security Law, Gets Nine Years

•   WSJ: Suspected Drone Attack on Israeli-Linked Tanker in Arabian Sea Kills Two Crew

•   WSJ: U.S. Blames Iran for Drone Attack on Israeli-Linked Tanker

•   WSJ: Philippine Leader Reverses Course, Keeps U.S. Defense Pact

•   WSJ: Myanmar Rulers Extend State of Emergency

•   WSJ: Delta Variant Spreads to Indonesia’s Remote, Vulnerable Islands

•   WSJ: Investors Bet Price Pressures Will Ease

•   WSJ: Investors Lost Hundreds of Billions on China in July

•   WSJ: Robinhood Stock Sale Soured By Investor Confusion, Valuation Concern

•   WSJ: Chile Workers at World’s Biggest Copper Mine Vote to Strike

•   WSJ: Exxon, Chevron Report Billions in Profits but Plan to Keep Spending Tight

•   WSJ: Higher Pay for New Workers Ripples Through the Ranks

•   WSJ: Heavyweight Companies Enjoy Outsize Rewards as Economy Rebounds

•   WSJ: Samsung Takes Intel’s Chip-Seller Crown, but Bigger Battle Looms

•   WSJ: Amazon Hit With Record EU Privacy Fine

•   WSJ: Tech Startup Financing Hits Records

•   WSJ: When It Comes to ESG, Companies Often Find It Hard to Stand Out

•   WSJ: Is a Four-Day Week the Future of Work?

•   NYT: The U.S. is wasting vaccine doses, even as cases rise and other countries suffer shortages.

•   NYT: As Covid Cases Rise All Over U.S., Lower Vaccination Rates Point to Worse Outcomes

•   NYT: They Spurned the Vaccine. Now They Want You to Know They Regret It.

•   NYT: The U.S. will cover cost of testing unvaccinated federal workers.

•   NYT: U.S. restaurants scramble to reimpose rules.

•   NYT: Home Prices Are Soaring. Is That the Fed’s Problem?

•   NYT: Trump Pressed Justice Dept. to Declare Election Results Corrupt, Notes Show

•   NYT: Infrastructure Deal Puts Cryptocurrencies in Washington’s Cross Hairs

•   NYT: Biden’s Climate Plans Are Stunted After Dejected Experts Fled Trump

•   NYT: As Fears Grip Afghanistan, Hundreds of Thousands Flee

•   WP: Eviction moratorium set to expire as billions in Emergency Rental Assistance funds remain unspent

•   WP: Infrastructure deal opens door to greener transportation system

•   WP: The quiet Biden-GOP talks behind the infrastructure deal

•   WP: When will the summer coronavirus surge peak? It will get worse before it gets better, experts predict.

•   WP: Biden administration imposes a new round of sanctions on Cuban government, officials

•   WP: Why Africa is perilously far behind on coronavirus vaccination

•   FT: Pandemic fuels broadest global house price boom in two decades

•   FT: ‘The global supply chain was not built for this’: freight delays hammer US

•   FT: Global Covid surge creates fertile grounds for more dangerous variants

•   FT: Pfizer and Moderna ramp up EU Covid vaccine prices

•   FT: Thousands protest against French Covid health pass rules

•   FT: Boris Johnson faces growing backlash over Covid passports

•   FT: UK industry lines up for lucrative carbon capture projects

•   FT: City of London grapples with post-Brexit regulation

•   FT: Pimco’s Ivascyn warns of inflationary pressure from rising rents

•   FT: Mask U-turn dashes Americans’ euphoria at nascent Covid recovery

•   FT: Raisi vows to restore ‘trust’ with disillusioned Iranian public

•   FT: ANC factions stir ‘dangerous politics’ in South Africa’s towns

•   FT: Inflation here to stay, Russia’s central bank governor warns

•   FT: Marxist congressman named as Peru’s prime minister

•   FT: Peru’s new president confirms moderate as finance minister

•   FT: China to shut Taishan nuclear reactor after fuel damage

•   FT: Thailand outlaws reports that cause ‘fear’ as Covid-19 cases surge

•   FT: Japan calls for greater attention to ‘survival’ of Taiwan

•   FT: China flood response reveals Beijing’s need to prepare for extreme weather

•   FT: Turkish lira a rare bright spot for emerging market currencies in July

•   FT: Turkey battles to quell wildfires as residents and tourists flee

•   FT: Will US jobs numbers maintain their upward momentum?

•   FT: Investors rethink China strategy after regulatory shocks

•   FT: Investors pour $3.2bn into inflation-protected US Treasuries

•   FT: Big investors demand annual vote on companies’ net zero plans

•   FT: What is China’s ‘battle for data’ and who will be targeted next?

•   FT: Planetary ‘vital signs’ show extent of climate stress — and some hope

•   Telegraph: Vaccine booster shots for 32m to begin next month

•   Bloomberg: Producers Caught Flat-Footed as U.S. Consumer Demand Runs Hot

•   Bloomberg: Charting Global Economy: Supply Chains Challenge U.S., Germany

•   Bloomberg: Fed’s Kashkari Warns Delta Variant Could Slow Jobs Recovery

•   Bloomberg: U.S. Debt Ceiling Suspension Ends, Congress Unclear on Next Step

•   Bloomberg: No Shots, No Service: Delta Variant Fuels Push for Vaccine Proof

•   Bloomberg: Covid Breakthrough Cases: Bloomberg Identifies 100,000 Cases as Delta Rises

•   Bloomberg: China Tech Crackdown: Communist Party Policy Changes Behind $1 Trillion Selloff

•   Bloomberg: China Mulls Booster Shots For Some as Delta Variant Spreads

•   Bloomberg: Forecaster Who Predicted India’s Covid Peak Sees New Wave Coming

•   Bloomberg: Bolsonaro Rouses Supporters in Protests Against Voting System

•   Bloomberg: Thailand Expands Quasi-Lockdown to Cover 40% of Population

•   Bloomberg: Malaysia Defers Parliament Session Amid Calls for PM to Resign

•   Bloomberg: Russia’s Global Vaccine Ambitions Stumble on Supply Shortage

•   Bloomberg: Jokowi Says Indonesians Are ‘Screaming’ for Curbs to be Gone

•   Bloomberg: China’s Elite Role in Emerging Markets Has Traders Creeping Back

•   Bloomberg: China’s Central Bank Says It Will Keep Pressure on Crypto Market

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

•   Bloomberg: Glencore Boosts Outlook for Another Bumper Trading Year

•   Bloomberg: Hydrogen Goes Nuclear as U.K. Reactor Pivots Toward Renewables

•   Bloomberg: How Return-to-Office Policies Are Shifting With U.S. Virus Surge

•   Bloomberg: Climate Goals at Risk If Only Rich Countries Adopt Electric Cars

•   Bloomberg: Eskom CEO Lays Out Funding Plan to Transition Away From Coal

•   Bloomberg: China Softens Tone on Climate Ambition Amid Power Shortages

•   Bloomberg: Carbon Fund Rakes in $540 million. No Outflows

•   Reuters: More countries hike climate pledges, piling pressure on major emitters

•   Reuters: Mixing Russia's Sputnik V, AstraZeneca shots proves safe in small trial -RDIF

•   Reuters: Vietnam to extend lockdown throughout southern region as COVID cases soar

•   Reuters: Fledgling Peru govt seeks "new deal" with miners - minister

•   AP: Europe's vaccine passes reveal some pockets of resistance

•   CNN: Supply chain interrupted: Here's everything you can't get right now

•   NBC: Earth's energy imbalance removes almost all doubt from human-made climate change

•   CNBC: WHO officials try to figure out why delta is so much more dangerous than earlier Covid strains

•   CNBC: Dr. Scott Gottlieb estimates up to 1 million Americans infected with Covid daily as delta spreads

•   CNBC: Delta variant surge will crush reopening stocks, longtime market bear David Rosenberg suggests

•   CNBC: Renewable hydrogen can travel through existing pipelines, CEO says

•   SCMP: The common interests behind China and the Taliban’s talks in Tianjin

•   SCMP: Japan-US ties must not harm China, Chinese envoy warns

•   SCMP: Is the US making a real comeback in Africa to take on China?

•   SCMP: EU and China clash over Macau election ban

•   SCMP: China’s job scarcity sees fresh grads shun private sector for stable civil service jobs, as ‘government is too big to fail’

•   SCMP: China floods: economic damage to livestock industry tops US$348 million, 6.4 million chickens dead

•   SCMP: China’s leaders target risks over growth in countdown to Winter Olympics

•   SCMP: China says it will continue to work for ‘fairer’ global minimum tax rate that could force tech giants to pay more

•   SCMP: China’s central bank keeps sights set on monopolies

•   SCMP: China’s securities watchdog reaches out to US in Didi crackdown aftermath

•   Nikkei Asia: Japan expands COVID emergency as experts debate Olympic factor

•   Nikkei Asia: Japan starts giving COVID-19 shots to citizens temporarily returning

•   Nikkei Asia: TSMC reports gas contamination at key chip plant supplying Apple

•   Nikkei Asia: China backs state-owned enterprises with $32bn in rescue funds

•   Japan Times: Japanese firms worry about business impact as Myanmar unrest grows

•   OilPrice.com: Copper price: China’s scrap rebalancing act could derail recovery – report

•   For Construction Pros: 3 Unexpected Equipment Challenges Construction is Facing in 2021 – And What to Do Now

•   DIGITIMES: Server ODMs enjoy strong pull-in of orders from US datacenter vendors

•   Robotics Tomorrow: Tips for choosing a 3D vision system - The future of vision systems in manufacturing

•   매경: "언제 이렇게 컸지?"…카카오 시총 100조 시대 눈앞 3대 그룹 넘본다

•   매경: "카카오 새로운 10년은 글로벌 플랫폼 선점"

•   매경: 카카오 폭풍성장 뒤엔 골목상권 갈등 잡음도

•   매경: "575만 삼성전자 주주는 웁니다"…사상 최고 실적에도 목표주가 줄하향

•   매경: "아~내 주식 어쩌나"…외국인 석달간 14조 팔았다

•   매경: SM참여 3파전, 판커진 쌍용차 인수전…이번엔 주인 찾을까

•   매경: "대체 왜 이렇게 힘들게 만드나"…개포동 신축아파트 3건 중 2건이 월세

•   매경(P1): [단독] 2023년까지 다주택 안팔면 양도세 폭탄 맞는다

•   매경: [단독] 집값 올라 양도차익 15억 넘으면…세금 크게 늘어난다

•   매경(P1): [단독] 삼성 현대차 SK 또 발등에 불…"제2사드보복 될라"

•   매경: 美, 中 상장심사 강화…한국기업에 불똥 튈 수도

•   매경(P1): 합천 해인사 거창군 갈등에 5조6천억 사업 또 연기됐다

•   매경: "자율주행車 눈 잡아라"…현대차 볼보 만도 무한경쟁 돌입했다

•   매경: 지난달 개미 9조 샀지만…수익은 지지부진

•   매경: "우리 동네도 포함됐을까?"…21개 철도노선 수도권 집값 뒤흔든다

•   한경(P1): 또 복지 예산 퍼주기…최소 5000억 더 쏟아부어야 할 판

•   한경(P1): [단독] 지방 사장님 더 세게 때린 '최저임금 과속'

•   한경: [단독] "최저임금 안줘도 되니 일하게만…" 지방 알바생의 호소

•   한경: 日 가나가와현 최저임금 1012엔, 아키타현 792엔

•   한경: "최저임금 업종별 차등화 땐 일자리 46만개 지킨다"

•   한경: [단독] "점포 매일 995개씩 사라졌다"…절망하는 자영업자들

•   한경: 작년 수도권 31만가구 늘었는데…공급은 22만채

•   한경(P1): 코로나 뚫은 제조업…'1조 클럽' 사상 최다

•   한경: 제조업 '효자' 덕에 웃는 지주사들…SK·GS·두산·현대重도 '1조 클럽'

•   한경: "올해가 피크아웃" vs "체질 강해져 호황 지속"…하반기 실적전망은 엇갈려

•   한경: 韓 제조업 위기는 기회였다…'3박자' 통하더니 코로나 뚫었다

•   한경(P1): 1년새 1~2%P 뛴 신용대출 금리

•   한경: 주택담보대출 금리 '꿈틀'…2년 만에 최고치

•   한경: 저축은행·농협 대출도 '고삐'…이자부담 커진다

•   한경: 집값 잡겠다고 대출규제…직장인들 "앉아서 이자 뜯겨" 분통

•   한경: 기업들 신재생에너지 쉽게 쓰는 길 열렸다

•   한경: "소상공인 14.5조 줄게" 실제론 12조만…'막무가내' 예산 참사

•   서경(P1): [단독] 세금 더 옥죄자···1년새 아파트 증여 10만건 넘었다

•   서경: 세금 내느니 자식 '벼락거지'막자···4년간 30만건 매물 증발

•   서경: "공급량 충분" 커녕 입주 33% 뚝···'전세대란' 온다

•   서경: 멈추지 않은 '2030 패닉바잉'···서울 매수비중 또 40% 넘어

•   서경(P1): [단독] 코인 거래소 줄폐업 시작···비트소닉·CPDAX 서비스 중단·종료

•   서경(P1): [토요워치] 2025년 서울, 에어택시 타고 공항에 간다

•   서경: 에어택시 '왕좌의 게임'···비싸지만 빠른 틸트로터냐 느리지만 값싼 멀티로터냐

•   서경: 에어택시 마지막 승부처는 자율비행···'에어메트로' 먼저 안착할 듯

•   서경: "1,000원에 팝니다" ···26년만에 LG폰 역사속으로 '초콜릿폰도,윙도 굿바이'

•   서경: 마이크론 176단 낸드 양산···1위 삼성전자보다 빨랐다

•   서경: 삼성전자 노사, 올해 단체협약 잠정합의

•   서경: HMM 첫 파업 위기...중기, 물류난 가중되나 '긴장'

•   서경(P1): [단독]文 정부 들어서 원전 정비 기간, 최대 8배 늘었다

•   서경: 재가동 미루며 경제성 악화시켜···'탈원전 가속' 명분 삼았나

•   서경: [단독] 태양광, 여름 12~15시만 '반짝'···"겨울 돌아오면 한계 드러날 것"

•   조선(P1): “전세 암시장 생겨” 與싱크탱크 부원장도 임대차법 재개정 반대

•   조선: 자영업자들, 눈물의 ‘3시간 브레이크타임’

•   조선: 이재용 가석방 여부 8월 9일 판가름 날 듯

•   조선(P1): 거리두기 풍선효과… 강원 고성에 67만명, 해운대는 8만명

•   조선비즈: [물류센터 민낯]④ 송상화 교수 “속도 좇던 물류업계, 이제 ‘관리’ 고민해야”

•   조선비즈: ‘대기업 선별 감세’, 文정부 마지막 세법개정 후폭풍…'법인세 인하’ 개편 요구 들끓어

•   조선비즈: 원전 계획 없이 ‘에너지 탄소중립’ 비전 세우겠다는 산업부

•   중앙: 델타 변이·이상 기후, 세계 공급망 흔들려 수출 먹구름

•   중앙: 라면·채소값 줄줄이 치솟아…밥상 물가 심상치 않다

•   중앙: “애플 넘어 2023년 삼성 추월” 샤오미의 도발, 현실로?

•   중앙(P1): "전세 2.5억 오른대요, 도둑질 않고 어떻게 구하죠" 40대 청원

•   중앙(P1): 김여정 “희망·절망 중 택하라” 한·미훈련 중단 압박

•   동아(P1): 18~49세 백신 접종, 내달 9일부터 ‘10부제’ 예약

•   동아: ‘백신예약 10부제’…생일날짜 끝자리 9인 사람 8월 9일에

•   문화(P1): 10년간 월급 몽땅 모아야 서울서 아파트전세 얻는다

•   문화: 임대차법 1년새 전세 상승률 4배로 폭등… 불안한 ‘전세살이’

•   문화: 가계대출금리 年 3.0% 눈앞… 2030 ‘영끌 · 빚투 시한폭탄’

•   문화: 주택 매매는 35.8% 급감했는데… 新고가 속출

•   문화: 석달째 심사 시작도 못한 노바백스… 왜?

•   문화: ‘해상풍력설치선’서 새 먹거리 찾는 조선업계

•   한국(P1): 하루 확진자 1500명대 ... 위중증 환자 '병상 부족' 우려 커진다

•   한국: 이재명 “도민 100% 지급 검토”… 재난지원금, 결국 다 주나

•   국민: 中 ‘리튬인산철’에 맞설 K배터리 ‘하이니켈’ 다음 주자는?

•   국민: 역사 속으로 사라진 LG폰… 전장사업·스마트 가전이 채운다

•   서울: 20대 확진자 매일 300명 쏟아지는데… 1차 접종률 38% ‘게걸음’

•   서울: 2018년 폭염땐 최대 5배… 또 ‘전기료 악몽’?

•   한겨레(P1): 김부겸 “확산세 안 꺾이면 더 강한 조치 고려”

•   한겨레: 세계 이산화탄소 배출 상위 10개 발전소 중 ‘한국 3개’ 최다

•   경향(P1): 내년 ‘기준 중위소득’ 4인 가구 512만1080원

•   헤럴드경제: “이제는 펼치는 것이 대세”...글로벌 폴더블폰 대전 펼쳐진다

•   헤럴드경제: 한국형 ‘mRNA 백신’ 플랫폼 개발 본격화

•   파이낸셜뉴스(P1): 역풍 부른 민간 분상제 분양가·시세 더 올랐다

•   파이낸셜뉴스: "지금이 기회"…韓, 600조 배터리재활용시장 국제표준화 주도

•   파이낸셜뉴스: "2인 제한인데 특수 있을리가…" 자영업자들의 씁쓸한 올림픽

•   아시아경제(P1): '쓰레기 님비'에 멈춰 선 발전소

•   아시아경제: 구독경제 속도내는 네이버…카카오·쿠팡과 3파전

•   디지털타임스(P1): 기술도 없이 탄소중립만 외치는 정부

•   디지털타임스: [반도체 신기술 대전] 메모리값 오름세…상승폭은 완만

•   디지털타임스: [반도체 신기술 대전] 위태로운 中 반도체 굴기

•   디지털타임스: [반도체 신기술 대전] 美취약 제조경쟁력 확보…동맹국 협력 강화

•   이데일리(P1): [겉도는 방역지침]①코로나 못잡고 국민만 잡는 방역지침

•   이데일리: [겉도는 방역지침]②운행 줄인 심야 지하철 승객들로 북새통…'길고 더 굵게' 자초한 정부

•   이데일리: [겉도는 방역지침]③소상공인에 귀막은 방역수칙

•   이데일리: [겉도는 방역지침]④"확산세 잡으려면 휴가지 다중이용시설 영업제한해야"

•   이데일리(P1): [단독]삼성전자 '모더나 백신 위탁생산' 돕는다

•   이데일리(P1): 코로나19 고용충격, 30대는 웁니다

•   이데일리(P1): 10곳 중 4곳이 '좀비기업'…코로나대출, 연장 논란

•   이데일리: 한은 "델타 확산에도 당분간 국제유가 강세 보일 듯"

※   한국은행: 해외경제 포커스(제2021-29호)

•   연합: 휴일영향에 오늘 1천200명대…전문가 "4단계 연장에 '+α'도 필요"

•   e대한경제: 다시 치솟는 철근값...t당 120만원 '또' 넘어

•   더구루: 좌초 위기에도 中, 삼성전자·SK하이닉스 격차 좁히기 안간힘

•   에너지경제: [단독] 사실로 드러난 탈원전 후유증…전력거래소 "원전 가동 줄어드니 전력가격 급등"

•   에너지경제: [‘과속의 덫’ 걸린 태양광산업] "태양광셀 80%가 중국산…정부차원 국산확대 생태계 만들어야"

•   에너지데일리: “일본도 태양광이 가장 저렴한 발전원 된다”

•   전자신문: [이슈분석] 5G 스마트공장, 가능성이 보인다

•   전자신문: [이슈분석]5G 스마트공장 혁신 위한 기술적 과제는

•   디지털데일리: 삼성·SK "다변화 추진하지만"…EUV 포토레지스트, 日 지배력 더 커지나

[Opinions]

•   Project Syndicate(Andrew Sheng, Xiao Geng): The Circular Economy Grows Up

•   Project Syndicate(Harold James): A Digital Nixon Shock?

•   Project Syndicate(이종화): Is Pax Sinica Possible?

•   Project Syndicate(Peter Boone, Simon Johnson): Time to Relax Global Travel Restrictions

•   Project Syndicate(Daniel K. Gardner): Will China Kick Its Coal Habit?

•   FT(Editorial Board): US-German gas deal is a disservice to Ukraine

•   FT(Editorial Board): The Big Tech boom marks a lasting change

•   FT(Rana Foroohar): Biden puts workers ahead of consumers

•   FT(Janan Ganesh): Vaccination and the bonfire of Asian clichés

•   FT(John Plender): Market jitters only underscore China’s importance to global economy

•   FT(Katie Martin): Chinese ructions test the buy-the-dip reflex of investors

•   FT(John Dizard): Is the world facing an inventory recession?

•   FT(Liam Byrne): Rich countries need to share the IMF’s $650bn gift

•   FT(Pilita Clark): The rush to forget Covid needs to slow down

•   FT(Michael Stott): Peru’s new president has plunged it into instant political crisis

•   WSJ(Editorial Board): A Not So Grand Infrastructure Deal

•   WSJ(Editorial Board): The Rental Evictions Fiasco

•   WSJ(Editorial Board): The Senate’s Infrastructure Rush Job

•   WSJ(Editorial Board): Another Iran Message for Biden

•   WSJ(Editorial Board): ‘Deeply Troubling’ in Afghanistan

•   WSJ(Editorial Board): The CDC’s Delta Variant Panic

•   WSJ(Editorial Board): A Distorted View of Wealth Inequality

•   WSJ(Editorial Board): Britain’s Middle-Class Tax Lesson

•   WSJ(Holman W. Jenkins, Jr.): Maybe With Delta the CDC Will Learn to Count

•   WSJ(Philip Hamburger, Clare Morell): The First Amendment Doesn’t Protect Big Tech’s Censorship

•   WSJ(Phil Gramm, Thomas R. Saving): How the Fed Is Hedging Its Inflation Bet

•   NYT(Paul Krugman): How Covid Became a Red-State Crisis

•   NYT(Paul Krugman): Keynesian Republicans, Supply-Side Democrats?

•   NYT(Ross Douthat): How Strong Is Trump’s Grip on the G.O.P.?

•   NYT(Greg Bensinger): Why Tesla’s ‘Beta Testing’ Puts the Public at Risk

•   NYT(Steven Rattner): The Housing Market Is on Fire. It Doesn’t Need More Fuel.

•   WP(Editorial Board): More missile silos have been found in China. That’s an ominous sign.

•   WP(Editorial Board): Narrowing the U.S. wealth gap is important. Narrowing the racial wealth gap is urgent.

•   WP(Ruth Marcus): Require the vaccine. It’s time to stop coddling the reckless.

•   WP(Taylor Dotson, Nicholas Tampio): Vaccine mandates will backfire. People will resist even more.

•   Bloomberg(Editorial Board): How to Counter Iran’s Missiles and Proxies

•   Bloomberg(Editorial Board): As Delta Spreads, Covid Vaccine Mandates Are an Urgent Necessity

•   Bloomberg(Mohamed A. El-Erian): How Should Investors React to China’s Crackdown?

•   Bloomberg(Robert Burgess): Institutional Investors Turn Bullish on U.S. Stock Market

•   Bloomberg(Karl W. Smith): If the U.S. Population Stops Growing, So Will the U.S. Economy

•   Bloomberg(Jonathan Bernstein): Why Joe Biden Is Succeeding Where Donald Trump Failed

•   Bloomberg(Clara Ferreira Marques): Covid-19's Invisible Deaths Must Be Counted to Prepare for the Next Pandemic

•   Bloomberg(Pankaj Mishra): India and Brazil Are Headed for New Age of Anger: Pankaj Mishra

•   Bloomberg(Max Hastings): Brexit’s Predictable Crises in Gibraltar, the Channel, Ireland

•   Caixin(Ren Yi): The Who, What and Why of China’s Regulatory Campaign

•   매경(이순형): 신재생 용어통일부터

•   한경(한상춘): 시진핑의 3不 정책…韓 증시, 본격 조정 빌미되나

•   서경(사설): ‘원전 정비’마저 과학 대신 탈원전 코드 맞추기인가