Business Intelligence Monitor 210728

(Introduction)

[Markets]

•   Global: U.S. stocks, real U.S. bond yields slip as Fed meets; China tremors

•   China: China’s Yuan, Bonds Tank in Tandem Amid Fears on Foreign Selloff

•   Hong Kong: Chinese Tech Stock Selloff Deepens

•   Metals: Copper prices dip ahead of Fed meeting

•   Grains: Soybeans rise for second day after U.S. crop conditions report

•   Coffee: Coffee Prices Jump to Six-Year High as Brazilian Frost Threatens Crop

•   한국: 코스피, 소폭 오른 3,230대 마감…기관 2천300억 순매수

•   한국: ‘부동산 공급확대’ 대선 공약에 신난 건설株

•   한국: SK하이닉스 DDR5 하반기 양산···심텍 등 후공정 소부장株 '활짝'

•   한국: 두산그룹주 힘 실려, 오리콤 두산밥캣 두산중공업 두산퓨얼셀 올라

[Indicators]

•   US May Case–Shiller home price: U.S. Home-Price Growth Rose to Record in May

•   US Jun. Durable goods orders: Durable-Goods Orders Advanced in June as U.S. Economy Continues to Grow

•   US Jul. Consumer confidence: Consumer Confidence Rises in US Unexpectedly in July, Sixth Monthly Increase

•   China Jun. Industrial profits: China's industrial profit growth slows in June on high raw material prices

•   한국 2분기 GDP: 2분기 경제성장률 0.7%…민간소비 성장률 12년만에 최고

※   한국은행: 2021년 2/4분기 실질 국내총생산(속보)

※   한경: 4차 대유행·수출 뒷걸음에도…한은 "3분기 역성장 우려는 과도"

•   한국 5월 경제활동인구조사 고령층 부가조사: “일하고 싶다”는 고령층, 1000만명 첫 돌파

•   한국 7월 소비자동향: 4차 대유행에 소비심리 올해 들어 첫 악화

[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

[News]

•   WSJ: Vaccination Rates Drive Global Economic Growth Prospects, IMF Says

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

•   WSJ: CDC Urges Some Vaccinated People to Wear Masks Indoors

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

•   WSJ: Biden Administration Moves to Tilt Pay and Power Toward Workers

•   WSJ: U.S., Russian Officials to Hold Talks on Future Arms Control Agenda

•   WSJ: Covid-19 Deaths Rise Sharply in Indonesia

•   WSJ: Saudi Arabia to Impose Covid-19 Vaccine Mandate

•   WSJ: Israel Begins Pfizer Covid-19 Vaccine for At-Risk Children Under 12 as Delta Cases Surge

•   WSJ: Water Protests in Iran Test Country’s Leaders

•   WSJ: China to Revise Population Law to Reverse Birthrate Decline

•   WSJ: China Appears to Be Building New Silos for Nuclear Missiles, Researchers Say

•   WSJ: Hong Kong Man Found Guilty in First Verdict Under China’s National-Security Law

•   WSJ: Why Workplace Covid-19 Vaccine Mandates Aren’t Widespread—Yet

•   WSJ: GE’s Turnaround Rides a Pandemic Rebound

•   WSJ: GE and Raytheon Aren’t Yet Flying on All Engines

•   WSJ: Google Revenue Surges as Online Advertising Market Thrives

•   WSJ: Apple Profit Sets Record on Strong iPhone Sales

•   WSJ: Microsoft Posts Another Quarter of Record Sales Drive by Cloud Growth

•   WSJ: For Some Businesses, the Pandemic Boom Has Peaked

•   WSJ: Airlines Struggle With Fuel Shortages at Some Smaller Western U.S. Airports

•   WSJ: Intel to Move a Little Faster, Break Things

•   WSJ: Work-From-Anywhere Perks Give Silicon Valley a New Edge in Talent War

•   NYT: As Virus Cases Rise, Another Contagion Spreads Among the Vaccinated: Anger

•   NYT: The Biden administration is considering mandating federal workers to be vaccinated or face testing.

•   NYT: Toyota, a pioneer of hybrids, resists the push toward electric cars.

•   NYT: China's Tencent Suspends New Registrations for WeChat

•   WP: Wendy Sherman in China: Biden, more than Trump, tough for Beijing

•   WP: Europeans increasingly frustrated as White House maintains Trump-era covid travel restrictions

•   FT: Brussels puts hold on legal action against UK over Brexit deal breach

•   FT: US defence secretary questions Britain’s pivot to Asia

•   FT: Boris Johnson urges caution as falling Covid case numbers offer UK hope

•   FT: Covid vaccine hesitancy among Britain’s under-30s alarms ministers

•   FT: England set to welcome double-jabbed US and EU tourists

•   FT: UK gas users could face hydrogen levy on household bills

•   FT: US vaccine diplomat urges producers to back low-cost jab hubs abroad

•   FT: US and China face bumpy ride as talk of decoupling intensifies

•   FT: Xi cracks down on China’s education sector to assert party supremacy

•   FT: ‘Karma works’: Trump ally Tom Barrack fights criminal charges over UAE ties

•   FT: Fujimori dynasty out in the cold as Peru prepares for new president

•   FT: Tunisia’s president intensifies crackdown as opposition calls for talks

•   FT: Russia seeks to forge ties with Taliban as US troops leave Afghanistan

•   FT: Tiger Global: the technology investor ruffling Silicon Valley feathers

•   FT: Why are natural gas prices so high?

•   FT: How SoftBank’s dalliance with Greensill ended in disaster

•   FT: ‘Year-long fire season’ stalks California’s Paradise

•   Bloomberg: Is Covid Coming Back 2021? Delta Variant, New Global Hotspots Are Reality Check

•   Bloomberg: Covid Thrives in a World Divided by Vaccines

•   Bloomberg: Moderna Covid Vaccine Foreign Manufacturing Partners Are Facing Delays

•   Bloomberg: Up to 60% of U.S. Covid-19 Cases Unreported, Disease Model Says

•   Bloomberg: Biden to Meet With Kyrsten Sinema, Democrats’ Main Infrastructure Negotiator

•   Bloomberg: Biden Warns of Russian Efforts to Interfere in 2022 Election

•   Bloomberg: U.S. Trade Chief Plans Summit to Discuss Africa Duty-Free Access

•   Bloomberg: ECB’s De Cos Says Keep Bond-Buying Flexibility After Pandemic

•   Bloomberg: Myanmar Poll Results Annulled as Election Body Claims Fraud

•   Bloomberg: Overseas Pros Worry Nobody Has an Edge Trading China Anymore

•   Bloomberg: Why Investing in Chinese Stocks Is Risky Even Though They’re Cheap

•   Bloomberg: Traders Seek Winners as China’s Crackdown Stuns Stock, Bond Markets

•   Bloomberg: Everyone Is Losing It Over Inflation. Except Financial Markets

•   Bloomberg: Tether, Facebook Coin Spur Worry at Yellen’s Closed-Door Meeting

•   Bloomberg: New Benchmarks Put an End to ‘Anything Goes’ for ESG Indexes

•   Bloomberg: China Bond Bulls Unfazed by Xi’s Crackdown on Capital Markets

•   Bloomberg: China Looks to More Export Tariffs to Tame Booming Steel Sector

•   Bloomberg: China Avoids Coal Projects in Belt and Road for First Time

•   Bloomberg: Biden Auto Efficiency Plans Appear Likely to Frustrate Activists

•   Bloomberg: U.S. Grids Brace for Searing Heat From Northwest to Southeast

•   Bloomberg: India Ditches Key Climate Meeting After Disrupting G-20

•   Bloomberg: Top Coffee, Sugar, Soy Ports Hunt Climate Clues to Stem Risks

•   Bloomberg: Tight Access and Data Doubts Are Clouding China’s Carbon Market

•   Reuters: Global growth to stay strong but virus the top risk, say economists: Reuters poll

•   Reuters: Schumer says he hopes U.S. Senate can vote on bipartisan infrastructure plan by week's end

•   Reuters: EU says it is on track for 70% vaccination target by end summer

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

•   Reuters: Israeli troops kill Palestinian in West Bank, officials say

•   Reuters: Indonesia's COVID-19 crisis to test fiscal discipline commitment

•   Reuters: Indonesia considers COVID-19 booster shots for wider use -govt official

•   Reuters: India expects about 150 million COVID-19 vaccine doses in August

•   Reuters: Australia's Victoria to ease COVID-19 lockdown restrictions

•   Reuters: BOJ's 2% inflation target has resulted in Japan's economy no longer in deflation, Kuroda says

•   Reuters: Global ETFs draw record inflows in first half of 2021

•   Reuters: Marketmind: Great Q2 but what's next?

•   Reuters: Global markets regulators team up to keep watch on SPACs

•   Reuters: EU regulators clear 30.5 billion euro French renewable energy scheme

•   Reuters: Explainer: How China Evergrande's debt woes pose a systemic risk

•   Reuters: Analysis: Ten-year Treasuries at 2%? Bring it on, investors say

•   AP: EXPLAINER: Employers have legal right to mandate COVID shots

•   CNN: More than 140 business leaders urge lawmakers to pass infrastructure bill

•   CNN: Higher prices could be here to stay if the Fed doesn't act soon

•   CNN: Why chipmaker Nvidia could be next big tech to join the Dow

•   CNBC: The Fed could sound more worried about Covid and less ready to tighten

•   CNBC: China still falling short of a deal to reduce its U.S. trade surplus

•   CNBC: Floods in Europe and China disrupt global shipping, supply chains

•   CNBC: U.S.-China rivalry may solidify after Tianjian meeting: CSIS

•   CNBC: ECB's Holzmann says central bank's new policy guidance was a step too far

•   SCMP: China’s demands to US: starting point to ease tensions or a path to more conflict?

•   SCMP: US committed to ‘constructive, stable’ ties with China despite Asia stability concerns, Pentagon chief says

•   SCMP: Beijing warns US risks disaster if Biden team continues ‘wrong China policies’ of Trump

•   SCMP: Coronavirus: Nanjing cluster jumps to highest daily infections in China in months

•   SCMP: China jobs: is Beijing’s retreat from state-owned enterprise reform holding back job growth?

•   SCMP: China’s state media moves to reassure rattled investors after rout wiped US$574 billion off stock market

•   SCMP: China floods: food security, inflation concerns with close to 1 million hectares affected in Henan

•   SCMP: Why is the Delta coronavirus variant faster to make people sick?

•   Caixin: Third Dose of Sinovac’s Covid-19 Vaccine Shows Booster Effect, Study Shows

•   Caixin: Energy Insider: China’s Green Energy Capacity to Exceed Coal for First Time - Caixin Global

•   Nikkei Asia: Tokyo reports record daily spike in COVID cases amid Olympics

•   Nikkei Asia: Toyota halts Lexus and Land Cruiser plants on ASEAN virus spread

•   Nikkei Asia: US and Japan counter China with powerful IBM quantum computer

•   Power Engineering: Green hydrogen & electrolysis load factor: The elephant in the room

•   OilPrice.com: Germany Needs To Significantly Speed Up Wind Power Installations

•   MINING.com: New iron-air battery aims to make multi-day, clean energy storage systems a reality

•   For Construction Pros: Infrastructure Investment Holds Key to 100,000+ Equipment Manufacturing Jobs

※   IHS Markit: Economic Impact Analysis of Proposed Infrastructure Investments

•   For Construction Pros: Commercial and Multifamily Construction Starts Rise 12% in Major Metro Areas in 2021's First Half

•   Industrial Vehicle Technology: UK construction equipment sales 70% above 2020 levels in first half of year

•   DIGITIMES: Taiwan compound semiconductor output value surges 26% in 1H21

•   DIGITIMES: Chinese phone makers project strong sales in 2H21 India

•   DIGITIMES: FPCB firm Career Tech sees shipments ramp up

•   Robotics & Automation News: Robots in automotive manufacturing: Top 7 applications

•   Robotics & Automation News: Autonomous excavators ready for around the clock real-world application

•   Robotics & Automation News: SoftBank to halt production of Pepper and reduce its robotics business, says Reuters

•   Robot Report: Inside ABB’s acquisition of ASTI Mobile Robotics

•   Dronelife: Is Connectivity the Key to Urban Drone Delivery? Elsight’s Halo Integrated into Drones Operating within NAAMA Hadera Intiative

•   매경(P1): 300만원 루이비통 지르는 2030…100원 포인트 앞에선 벌벌

•   매경(P1): [단독] 오세훈 서울시, 박원순 도시재생 접고 용산전자상가 통개발한다

•   매경: "너무 기대 컸나"…카뱅 공모주 청약 58조, 예상밖 부진

•   매경: "세금에 세금 매기겠다는 건가"…與 미술품 막더니, 기존 물납도 까다롭게

•   매경: "숙소가서 다 놀텐데 왜 영업 막나"…비수도권 3단계 악소리나는 자영업자

•   매경: "신재생 에너지는 비싸다? 2028년 원자력 발전보다 싸진다"

•   매경: "드디어 흑자"…삼성SDI 전기차배터리 미 진출 속도낸다

•   매경: KT 5G·클라우드 접목해 한화 협동로봇 업그레이드

•   매경: 3200 횡보 코스피…공매도 줄고 빚투 늘었다, 더 오를까?

•   매경: 너무 오른 집값에…'월세난민' 30대, '로또 청약'에만 목매게 하는건 문제 [Big Picture]

•   매경: 애플, 삼성과 스마트폰 전면전 준비한다…TSMC 아이폰 신작 칩 1억개 주문

•   한경(P1): 디테일·위기대응·신기술…기업 경영, 한국 양궁서 배워라

•   한경(P1): TSMC도 버거운데 인텔까지…코너 몰리는 삼성전자 '초긴장'

•   한경: 美도 'EUV 확보戰' 가세…기술경쟁서 밀리는 K반도체

•   한경: 나타라잔 인텔 수석 부사장 "삼성·TSMC의 회로 선폭은 불명확"

•   한경: 인텔 "2나노 고객사로 퀄컴 확보했다"…삼성 '큰손 고객' 빼앗기나

•   한경: 모든 증권사 "연내 금리인상" 관측

•   한경: 이재명 "탄소세 도입"…이낙연 "2035년 휘발유차 판매금지"

•   한경: 현대차 수소트럭 엑시언트 美 달린다

•   한경: LG디스플레이, OLED TV 패널 판매 신기록

•   한경: 내년 하반기 또 전셋값 '폭탄'…물량 예측도 못하는 정부

•   서경(P1): 文정부 전셋값 상승분 80%, 임대차법 시행 1년새 올랐다

•   서경: '원수지간'된 집주인-세입자···임대차 분쟁 13배 폭증

•   서경: 집값 안잡히자···홍남기 28일 부동산 담화

•   서경: '미래노동' 눈앞인데 法·제도는 역주행···"생산성 중심 손질을"

•   서경: "공정한 성과보상 최우선 돼야"···기존 노조에 돌직구 던진 MZ

•   서경: 반도체 인력만 매년 1,500명 '구멍'···"新 10만 양병 서둘러야"

•   서경: 떠나는 외국인 일손···이민정책 개선 시급

•   서경: 현대중공업그룹, 두산인프라코어 한 가족으로···재계순위 ‘9위→8위’

•   서경: 3주택자 더 옥죄자···부동산 법인 다시 늘었다

•   조선(P1): 남북 통신선 복원… “文정부 임기내 정상회담 추진”

•   조선(P1): ‘빚’ 속의 20대

•   조선: 가계빚 4년새 400조 급증… 코인·주식 몰려간 20대 연체 2.6배 늘어

•   조선: “2030 대출폭증 위험” 韓銀, 작년말 이미 경고

•   조선: 삼성전자 스마트폰 수장이 ‘개방성’ 강조한 까닭은…

•   조선: 모더나 이어 노바백스도 차질, 하반기 백신 계속 꼬인다

•   조선비즈: 신안에 풍력발전기 1000개 세우는데…文대통령 “갯벌 세계유산 매우 기뻐”

•   조선비즈: 최대전력수요 9149만kW... 연중 최고치 다시 썼다

•   조선비즈: ‘2차 전력난' 우려에 한울 3호기 다음달 재가동... 문정부도 믿을 건 원전 뿐

•   조선비즈: “신재생 에너지 비율 산정 때 가정용 태양광도 넣어라” 文대통령 지시

•   조선비즈: “‘文 정부 수요 억제’ 정책, 집값 띄우고 주택 공급 줄였다”… 40대 경제학자들, 학술지에서 일갈

•   조선비즈: 선박 시운전부터 수소 생산까지… 외연 넓히는 LNG터미널

•   조선비즈: ‘5G 장비 3강’ 화웨이·에릭슨·노키아 높은 벽에 막힌 삼성전자

•   조선비즈: LG, 아이폰 판매 임박?…LG전자·이동통신유통협회, 상생협약 재논의

•   조선비즈: [전망 부스트라다무스]③ 조영광 “하반기 수도권 집값 4% 이상 오른다… 대규모 공급 나와야 가격 안정”

•   인베스트조선: 미국은 기세 꺾였는데...국내 메타버스 열풍은 '이제 시작'

•   중앙(P1): 인건비 90조 vs 86조…공무원의 나라 됐다

•   동아(P1): 폭염에 밥상물가 급등… 시금치-상추 한달새 50%대 올라

•   동아(P1): [단독]강원, 델타변이 검출 1주새 8배로… 무서운 확산세

•   동아: [단독]“델타변이, 하루만에 2차 전파… 쫓아가는 방역으로 막기 어려워”

•   동아: [단독]셔먼 ‘北 해킹 돕지 말라’ 경고에… 왕이 ‘3대 마지노선’으로 맞불

•   동아: 코로나 장기전에도 반도체-車 고공행진… 유통-정유도 활기

•   문화(P1): 美·유럽, 2년치 백신까지 확보… 韓, 당장 맞을 물량도 태부족

•   문화: 韓, 4월이후 추가계약 ‘0’… 美·EU, 내후년 부스터샷까지 챙겨

•   문화: 결국 삼성이 해결사?… ‘모더나 위탁생산’ 시제품 8월말∼9월초 나와

•   문화: “한국엔 탄소국경세 면제해달라”…전경련, EU집행위에 건의 서한

•   국민: 李 ‘국토보유세·징벌적과세’- 李 ‘토지공개념’- 丁 ‘공급 폭탄’

•   서울(P1): 금리인상 속도 조절 못 하면 日처럼 ‘잃어버린 20년’ 온다

•   서울: “가계빚, 갚을 능력 넘었다…집값 4~5년에 걸쳐 떨어져야 감당”

•   서울: 고령화·저성장·저금리 덮친 韓… 자산거품 붕괴 경고등

•   서울: 2002년 ‘카드 대란’ 닮은꼴… 가계빚, 정부가 막을 수준 아냐

•   세계(P1): 백신 공급 차질에 델타 변이 확산… 11월 집단면역 차질 우려

•   경향: “탄소 배출 안 줄이면 기록적 폭염 7배 늘어”

•   경향: 에너지 전환 시점·방식 포함 안 돼…알맹이 없는 ‘탄소 공약’[여 대선 경선 후보들 정책 대결]

•   경향: [단독]최재형, 원전 1호기 감사 공개 '헛구호'···7개월째 비공개

•   머니투데이(P1): [단독] "LTE보다 20배 빨라"...공정위 '5G 과장광고' 칼뺐다

•   머니투데이: '전기차 보급률 5%' 제주도, 정비업체 12.6% 문 닫았다

•   헤럴드경제(P1): ‘슈퍼호황’ SK하이닉스, 분기매출 10조 돌파

•   헤럴드경제(P1): 잡코인 정리효과...가상자산 거래대금 한 달 만에 다시 10조

•   파이낸셜뉴스: 가스공사, 수소 생산·공급·유통망 구축… 2045년 '탄소중립'

•   연합: 오늘 1천800명 안팎…전방위 확산세속 델타변이 우세종화 비상

•   연합: '델타변이 확산' 신남방 진출 기업들 "백신접종 지원해달라"

•   뉴스1: '재계 문법' 깬 박용만 스타일…국가경제 위해선 '밀당의 고수'

•   뉴스1: [이백규 인터뷰]박용만 "얼굴에 머슴 팔자? 선한 영향 줄 수 있는 일 고민"

•   뉴스1: 김동연 전 경제부총리, 이주열 한은 총재와 오찬회동

•   더구루: '삼성 장비 사용' 버라이즌, 미국서 5G 속도 저하 논란

•   전자신문(P1): 28GHz 5G 스마트폰' 연내 출시 무산···B2B 서비스 중심 활용

•   전자신문: 2025년까지 총에너지 수요 연평균 2.3% 증가 전망…신재생에너지 가파른 상승

[Opinions]

•   Project Syndicate(Laura Tyson, John Zysman): America’s Vital Chip Mission

•   Project Syndicate(Stephen S. Roach): China's Animal Spirits Deficit

•   Project Syndicate(Anne-Marie Slaughter, Heather Ashby): Countering Putin's Grand Strategy

•   Project Syndicate(Dalia Marin): Making Supply Chains More Resilient

•   Project Syndicate(Anne O. Krueger): To Promote Competition, Deregulate

•   FT(Editorial Board): Extreme weather raises stakes at COP26

•   FT(Janan Ganesh): Vaccination race reveals two distinct populisms

•   FT(Robert Armstrong): The China discount widens again

•   FT(Kathrin Hille): Spreading chip plants around world will add to costs

•   FT(Brendan Greeley): The Fed should stop treating all money the same

•   FT(Lex): China stocks: Beijing crackdown demonstrates winner’s curse

•   FT(Lex): Covid-19 vaccines: follow-up jabs will give manufacturers sustained boost

•   WSJ(Editorial Board): Mass Spending for Mass Transit

•   WSJ(Editorial Board): Afghanistan on the Brink

•   WSJ(Editorial Board): A New National Climate Army

•   WSJ(William A. Galston): It’s Time to Start Requiring Covid Vaccines

•   WSJ(Michael Milken): Covid Is the 21st Century’s Sputnik

•   WP(Marc A. Thiessen): Vaccinated Americans are more likely to die from a lightning strike than covid. Don’t bring back restrictions.

•   WP(Govind Persad, Holly Fernandez Lynch): Millions of vaccines are about to expire. The U.S. might just let them go to waste.

•   Bloomberg(Editorial Board): More Covid-19 Vaccine Shots Won't Be Enough to Beat Delta Variant

•   Bloomberg(Mohamed A. El-Erian): Fed Meeting: Central Bank Will Punt on Economy, Inflation and Asset Prices

•   Bloomberg(Tyler Cowen): America’s Vaccine Policies Are a Contradictory Mess

•   Bloomberg(Shuli Ren): Xi's Four Pillars of Regulation Will Change the Way Big Tech Works in China

•   Bloomberg(Brooke Sutherland): Inflation Is Getting Worse for 3M, Rockwell, Stanley Black & Decker

•   Bloomberg(Max Nisen): Three Reasons the New CDC Mask Guidance Makes Sense

•   Bloomberg(Allison Schrager): How Behavioral Economics Views Mask Mandates

•   CNN(Mark Zandi): Higher prices could be here to stay if the Fed doesn't act soon

•   Reuters(John Kemp): Rising global energy use complicates path to net zero

•   Reuters(Clyde Russell): India joins trend to use strategic crude reserves to offset high oil prices

•   Reuters(Andy Home): U.S. metals buyers pay the price of broken supply chains

Business Intelligence Monitor 210727

(Introduction)

[Markets]

•   Global: U.S. stocks, dollar sluggish, all eyes on Fed meet this week

•   US: US real yields hit record low on growth concerns

•   US·Hong Kong: China Tech Stocks Slump as Regulators Apply Fresh Pressure

•   Hong Kong: China Property Management Stocks Slump as Beijing Tightens Grip

•   Metals: Copper climbs to 6-week high on floods in China, weak dollar

•   Iron ore: Iron ore price regains ground as China steel margins recover

•   Grains: Soybeans, corn rise after days of losses

•   Cryptocurrency: Bitcoin Tumbles After Reaching $40,000 on Amazon Speculations

•   한국: 코스피, 3,220대 후퇴 마감…외국인·기관 7천억 순매도

•   한국: 확산되는 中 '규제 리스크'···코스피까지 휘청

•   한국: 두산그룹주 맥 못 춰, 오리콤 4%대 두산중공업 두산밥캣 2%대 하락

•   한국: 환율, 또 연고점 넘어 1155원대 돌파…위안화 약세 연동

[Indicators]

•   US Jun. New home sales: U.S. New-Home Sales Unexpectedly Fall to Lowest Since April 2020

•   US Jul. Dallas Fed manufacturing Index: Texas Factory Output Held Up at Strong Levels in July -- Dallas Fed

•   Germany Jul. Ifo business climate: German business confidence dips as Covid and supply chain worries grow

•   Japan Jul. PMI: Japan's July factory activity grows at slowest pace in 5 months - PMI

•   India Q2 Tax collection: Govt's net tax collection rises 86% to Rs 5.57 lakh crore in Q1

•   한국 6월 주택가격(KB): 전국 아파트 중위가격 첫 5억 돌파

[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

[News]

•   WSJ: Infrastructure-Bill Negotiators Try to Overcome Late Hurdles

•   WSJ: A Key Gauge of Future Inflation Is Easing

•   WSJ: Chinese Officials Blame U.S. for Stalemate in High-Level Talks

•   WSJ: U.S. to Keep Travel Restrictions Due to Delta Variant

•   WSJ: Long Covid May Qualify as Disability, Biden Administration Says

•   WSJ: Covid-19 Vaccine Mandates Imposed on Some Government Workers

•   WSJ: Covid Treatment Options Remain Elusive, Despite Months of Effort and Rising Delta Cases

•   WSJ: U.S. Combat Role in Iraq to End This Year, Biden Says

•   WSJ: Tunisia Political Crisis Deepens as President Tightens Grip on Power

•   WSJ: India Monsoon Flooding Death Toll Climbs

•   WSJ: Tesla Quarterly Profit Soars to Record

•   WSJ: China Orders Tech Firms to Fix Anticompetitive, Security Issues

•   WSJ: Big Oil Companies Push Hydrogen as Green Alternative, but Obstacles Remain

•   WSJ: Intel Sets Plan to Again Become World’s Premier Chip Company

•   NYT: At the F.D.A.’s urging, Pfizer-BioNTech and Moderna are expanding their studies of children 5 to 11.

•   NYT: Inflation Has Arrived, but Washington Isn’t Racing to Limit Price Pops

•   NYT: As China Boomed, It Didn’t Take Climate Change Into Account. Now It Must.

•   NYT: Toyota Led on Clean Cars. Now Critics Say It Works to Delay Them.

•   NYT: Return to Office Hits a Snag: Young Resisters

•   WP: White House closely eyes impact of delta variant on U.K. economy

•   WP: In aftermath of German floods, fires burn in southern Europe as rains drench London

•   WP: Minimum wage lessons for the U.S. from Australia

•   FT: China could quit UK nuclear projects if role threatened, experts warn

•   FT: Valdis Dombrovskis goes for green in EU trade

•   FT: France ratifies revised version of Emmanuel Macron’s ‘health pass’ law

•   FT: UK Covid outlook remains unclear despite cases falling fast

•   FT: Renewable groups push for larger UK clean energy auction

•   FT: UK’s shadow chancellor promises Labour will repair trade ties with EU

•   FT: Hawks vs doves: Fed divided over when to dial back economic support

•   FT: Traders slash expectations for how high Fed will increase rates

•   FT: Can a new commodities boom revive Brazil?

•   FT: Crypto has ‘no inherent worth’ but is good to trade, says Man Group chief

•   FT: How the Fed’s fine intentions feed US wealth inequality

•   FT: US shale dealmaking wave is transforming the industry

•   Bloomberg: U.S. Infrastructure Spending Seen Rising After Decade of Decline

•   Bloomberg: Goldman Expects U.S. Economic Growth to Slow Sharply Next Year

•   Bloomberg: China’s Ongoing Recovery Showed Signs of Weakness in July

•   Bloomberg: What’s Happening in the World Economy: Is Lack of Taper Tantrum Good News?

•   Bloomberg: Eviction Moratorium Expires in US July 2021, Federal Rental Assistance Is Slow

•   Bloomberg: U.S. Labor Shortages, Price Pressures to Continue, Survey Shows

※   NABE: July 2021 Business Conditions Survey Summary

•   Bloomberg: Falling Covid Cases Are Welcome Surprise for U.K. Scientists

•   Bloomberg: BOE Doves Are in Command as Vlieghe Opposes Curtailing Stimulus

•   Bloomberg: EU Proposes Delaying Assessment of Hungary’s Recovery Plan

•   Bloomberg: China’s Booming Exports Help Widen Country’s Regional Growth Gap

•   Bloomberg: WTO Holiday From Vaccine Equity Talks Draws Calls for Action

•   Bloomberg: Tokyo Olympics Has 16 More Virus Cases, Including Three Athletes

•   Bloomberg: Sydney Covid Cases Climb Amid Concerns of Protest Superspread

•   Bloomberg: Cathie Wood Keeps Dumping Chinese Stocks as Beijing Cracks Down

•   Bloomberg: China Crackdown Rocks Investors: ‘Everybody’s in the Crosshairs’

•   Bloomberg: Libor’s Final Days Begin With Push to Shake Up Swaps Market

•   Bloomberg: TSMC Mulls German, Japan Plants to Diversify Supply Chain

•   Bloomberg: Two Big Changes That Would Help Ease the Shipping Container Strain

•   Bloomberg: ABB to Sell Dodge Business to RBC Bearings for $2.9 Billion

•   Reuters: How the Delta variant upends assumptions about the coronavirus

•   Reuters: People with allergic reaction to mRNA vaccines can get 2nd dose; Delta viral load over 1,000 times higher

•   Reuters: Antibodies from Sinovac's COVID-19 shot fade after about 6 months, booster helps - study

•   Reuters: New COVID variants tops list of market concerns - Deutsche Bank sentiment survey

•   Reuters: White House says current vaccination rates show positive trend

•   Reuters: Fed now facing twin inflation, growth risks as virus jumps and supply chains falter

•   Reuters: Spain's COVID-19 incidence rate rises, but officials see signs of hope

•   Reuters: EU regulator backs AstraZeneca drug for rare blood disorder in children

•   Reuters: Saudi Arabia suspends privatisation of desalination and power plant

•   Reuters: COVID-19 sufferers in Indonesian capital rent oxygen cylinders

•   Reuters: France says Iran endangers compromising chance for nuclear deal

•   Reuters: Brazil interest rates to hit 7.00% this year -cenbank survey

•   Reuters: China says EU's planned carbon border tax violates trade principles

•   Reuters: The sky has fallen': Chinese farmers see livelihoods washed away by floods

•   Reuters: SSE, Siemens Gamesa to seek green hydrogen in Ireland, Scotland

•   Reuters: Analysis: U.S., China positions ossify at entrenched Tianjin talks

•   Reuters: Analysis: Tesla's plans for batteries, China scrutinized as Musk drops features

•   CNN: Xi Jinping set out to save the Communist Party. But critics say he made himself its biggest threat

•   CNBC: Dr. Scott Gottlieb says U.S. delta-driven Covid spike could peak in 3 weeks, following U.K. pattern

•   CNBC: Delta: Americans are 'mixing and matching' Covid vaccines over concerns about variant

•   MarketWatch: This could be the peak of the tech boom — Here’s what to look for

•   SCMP: Delta variant raises global exposure to ‘political risk’ and economic slowdown, report finds

•   SCMP: China’s surging yuan allows Beijing greater financial flexibility, creating capital markets ‘too big to ignore’

•   SCMP: US-China tech war: Beijing calls on Chinese firms to ‘seize overseas opportunities’ in race for self-reliance

•   SCMP: China’s tech giants go on hiring spree for fresh graduates despite Beijing’s crackdown on the sector

•   SCMP: Explainer | China jobs: inside the world’s biggest workforce

•   Nikkei Asia: Offshore wind to power Japan's biggest green hydrogen plant

•   Economic Times: Covid 2nd wave to have more lasting damage on Indian economy, exports key for recovery: Moody’s Analytics

•   Economic Times: India’s weekly business activity falls after two months: Nomura

•   Industrial Vehicle Technology: Yale reveals new cab design for high capacity trucks

•   DIGITIMES: PCB shipments for high-end car applications to rise notably in 2H21

•   Robotics & Automation News: Siemens makes first industrial 5G router available

•   매경(P1): "임대차 1년 중산층 서민 벼락거지 됐다"…정부 "갱신 늘었다" 자화자찬만

•   매경: 與, 임대차법 보완한다면서…오히려 규제 더 강화하나

•   매경(P1): 미술품 상속세 물납 결국 없던 일로…與 반대로 발표직전 빠져

※   4년만에 '증세' 멈춘 정부…국가 전략 R&D 1조3천억 稅감면

※   기재부: 2021년 세법개정안 발표

•   매경: OTT 콘텐츠 제작비 稅혜택…국채 개인투자 세금 분리과세

•   매경: 조합원 매수 분양권도 2주택 간주…분양권 사고팔기 이젠 못하겠네

•   매경: 주식투자 1억 벌면 2023년부터 세금 1100만원…한푼도 안낼 수 있다

•   매경: ISA, 은행서 증권사로 '돈의 이동' 더 빨라진다

•   매경(P1): 3년새 이익 반토막…韓 디스플레이 장비업체 위기

•   매경: "OLED 기술 초격차 지키려면…반도체 특별법에 포함시켜야"

•   매경: "아직도 회사 출근하니"…재택근무 50만명 넘었다

•   매경: 2040년 평택·당진항, '수소항만'으로 변신

•   매경: [단독] 현대중공업, 300미터 자율운항 LNG선 대양 건넌다

•   매경: 올 공급량 작년 2.7배, 세계 점유율 35%…세계1위 LG엔솔 격차 더 벌렸다

•   매경: SK바사 제넥신 ‘국산 코로나백신’ 임상3상 초읽기

•   매경: "재건축 보릿고개 대체 언제 끝나려나"…3년반동안 10개 단지 중 7곳 탈락

•   한경(P1): 연금 수익률도 'K자' 양극화

•   한경: K-정책 플랫폼 "부동산 과도한 규제 풀어야…전국민 부모급여 도입을"

•   한경: 레미콘 '진입제한' 2년 더…"공급대란 땐 정부 책임"

•   한경: 힘 빠지는 시총 최상위 공룡들…'추격자' 마이크로기업 올라타라

•   서경(P1): 속자생존 시대, 기업을 춤추게(D.A.N.C.E) 하자

•   서경: 기업이 國富 원천이자 안보 방패···대만 'TSMC 실리콘실드' 배워야

•   서경: 포스트 반도체는 '차세대 반도체'···稅 혜택 늘리고 인력 양성 주력을

•   서경: '美·中 분쟁' 유탄 피하려면 '초격차'만이 해법

•   서경: 'ACE' 키워야 포스트 코로나 주도···수소 등 디지털 접목 확대를

•   서경: "국가예산 5%, R&D에 책정···중장기 과제 집중 투자"

•   서경: 中 비중 줄이고 신남방 개척 "공급망 위험 분산해야"

•   서경(P1): [단독] K-IFRS 10년 됐는데···회계기준 애매모호, 기업들 문의 4년새 두배나 껑충

•   서경: 한미 '세탁기 10년 전쟁' 올해 끝난다

•   서경: 공정위, 사업장 10만곳 하도급 실태 조사

•   서경: 내년 R&D 예산, 백신 등 혁신기술에 집중

•   서경: 반도체용 기판도 품귀···韓中, 앞다퉈 증설

•   조선: 화이자 맞은 20대 남성, 심근염 사망...국내 첫 인과성 인정

•   조선: 국내 교차접종 결과보니... AZ·화이자 섞어 맞았을 때 항체 6배

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

•   조선비즈: 현대제뉴인, 현대重그룹 건설기계 중간지주사 된다

•   조선비즈: DHL코리아, 특송 업계 최초 AI 분류 로봇 도입

•   인베스트조선: 치열해지는 IPO 일정 눈치싸움...거세진 개인 입김이 '변수'

•   중앙(P1): 모더나 수급 비상, 내주 예약 55~59세 모두 화이자 맞는다

•   동아(P1): M&A로 활로 찾는 기업들… 상반기에만 15조 사고팔아

•   동아: 年매출 1조 사업도 “성장성 떨어진다” 정리… 포트폴리오 개편 박차

•   동아: 카카오 5년간 47개社, 네이버 30개社 사들여… M&A 톱3 모두 IT기업

•   동아(P1): ‘4인 맞벌이’ 건보료 月 38만원 이하땐 재난금

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

•   동아: 한국 축구 이긴 날… 호프집 사장님은 텅빈 가게를 지켰다

•   문화: 홍남기 ‘부동산 담화’ 발표한다는데…‘공급’ 없인 백약이 무효

•   문화: “올해 부실기업 폭증 우려… 구조조정 고삐 좨야”

※   금융연구원: 금융브리프 30-15

•   문화: 美, 해운 운임상승 위법 여부 조사… 韓 HMM도 포함

•   한국(P1): 비수도권이 3단계라고? 1~4단계 제각각… 혼선에 혼선

•   국민: 국내 스마트폰 시장서 중저가폰 선택지 좁아졌다

•   세계(P1): “델타 변이 금주 우세종 될 것”

•   머니투데이(P1): 정부, 연체자 '신용회복' 지원 검토…'도덕적 해이' 우려도

•   머니투데이: '화재 4개월' 日르네사스, 반도체 출하 회복됐지만…여전히 답답

•   머니투데이: 한파·폭염에 전력난···블랙아웃 공포 해결사 부상한 '이것'

※   ESS 시장 연평균 30% 성장···소재 혁신, 안전 확보, 계통 해결 뒤따라야

•   머니투데이: '짧고 굵게' 가능했을 텐데…'4차 대유행' 부른 방역실책 3가지

•   헤럴드경제(P1): 제·주·성 이어 자·주·성...이제 지·주·성 ‘富의 세대교체’

•   헤럴드경제: 제조업으로 일군 자산 증시 대이동...금융자산 ‘2경 시대’ 눈앞

•   헤럴드경제: 스마트폰 부품株 실적 눈앞...‘삼성전기 vs LG이노텍’ 승자는?

•   파이낸셜뉴스(P1): ‘월세 0원’에도 공실 동대문 상권의 몰락 [현장르포]

•   아시아경제(P1): 탄소세 거둬 국민 퍼주기…포퓰리즘에 멍드는 기업

•   연합: 오늘도 1천300명 안팎…비수도권 확산세-델타변이 '우세종' 비상

•   연합: 다음 달 9일 산업부 에너지 차관·전담 조직 확대 출범

•   e대한경제: 인텔ㆍTSMC ‘닥공’에 설 곳 잃는 K-반도체

•   e대한경제: [단독] 삼부토건, 연료전지 시장 진출한다

•   에너지경제: 연이은 폭염에도 전력수급 '안정'…"휴가철에도 이상 無"

•   에너지경제: "탄소배출권 가격, 연말 갈수록 높아진다"

•   전자신문(P1): 삼성, EUV용 포토레지스트(PR) 다변화…美 인프리아 PR 적용 추진

[Opinions]

•   Project Syndicate(Richard Haass): Globalization Strikes Back

•   Project Syndicate(Josep Borrell, Paolo Gentiloni): A Big Step Forward for Global Tax Justice

•   Project Syndicate(Paul Gruenwald): Game on for Green Growth

•   FT(Editorial Board): Safeguarding Britain’s nuclear power future

•   FT(Editorial Board): Stablecoins come with bank-like risks

•   FT(Gideon Rachman): Joe Biden’s Afghan pullout could end in tragedy

•   FT(Marietje Schaake): Big Tech calls for ‘regulation’ but is fuzzy on the details

•   FT(Scott Minerd): A better way to pay for infrastructure investments

•   FT(Heba Saleh): Israel’s ‘frozen’ coalition holds tight to power by avoiding points of discord

•   FT(Lex): ABB: volting ambition bearing fruit in disposals

•   WSJ(James Freeman): Biden and the Possibility of Nothing

•   WSJ(Chris Jacobs): A Socialist Chairs the Budget Committee

•   WP(Editorial Board): How to close the wealth gap from the bottom up

•   WP(James McAuley): France’s unhinged anti-vaccine movement is more than a threat to public health

•   WP(John M. Barry): What history tells us about the delta variant — and the variants that will follow

•   Bloomberg(Mark Gongloff): Covid, Wildfires, Droughts, Floods, Jorts: Is This Apocalypse?

•   Bloomberg(Daniel Moss): Biden's Shift on Inflation Comes at an Awkward Time for the Fed

•   Bloomberg(Noah Smith): Why Delta Threatens to Undermine the Economic Recovery

•   Bloomberg(Brooke Sutherland): Will Business Travel Come All the Way Back

•   Bloomberg(Lionel Laurent): The EU Needs a Policy to Turn Post-Brexit U.K. into a Good Neighbor

•   Bloomberg(Allison Schrager): A U.S. Treasuries Glut Brings More Risk to the Economy

•   Reuters(John Kemp): Oil prices retrench on massive hedge fund sales

•   한경(정종태): 전력대란 데자뷔

•   헤럴드경제(윤원철): 전력수급 위기 속 갈 곳 잃은 신규 석탄발전