Business Intelligence Monitor Weekly 200525~200531

[Reports]

•   IMF: Can Digitalization Help Deter Corruption in Africa?

•   IMF: Patterns of Foreign Exchange Intervention under Inflation Targeting

•   World Bank: COVID-19 Intensifies the Urgency to Expand Sustainable Energy Solutions Worldwide

•   World Bank: The Tracking SDG 7 Report: The Last Decade to Leave No One Behind

•   World Bank: Myanmar: Power System Efficiency Project Brings Country Closer to Universal Electricity Access

•   UNCTAD: Post-pandemic plea for sustainable value chains

•   UNCTAD: Commodity exports to China could fall by $33.1 billion in 2020, study finds

•   OECD: GDP Growth - First quarter of 2020, OECD

•   OECD: International trade statistics: trends in first quarter 2020 - OECD

•   WTO: WTO report looks at impact of COVID-19 pandemic on services trade

•   WTO: WTO issues 2020 Annual Report

•   BIS: Countering Covid-19: The nature of central banks' policy response

•   BIS: Payment holidays in the age of Covid: implications for loan valuations, market trust and financial stability

•   BIS: BIS residential property price statistics, Q4 2019

•   ILO: Recovering from the COVID-19 crisis: What policies are needed?

•   ILO: ILO: More than one in six young people out of work due to COVID-19

•   ILO: Spanish Flu and COVID-19 – are there lessons for the world of work?

•   European Commission: Europe's moment: Repair and prepare for the next generation

•   European Commission: Speech by President von der Leyen at the European Parliament Plenary on the EU Recovery package

•   European Commission: Press statement by President von der Leyen on the MFF and the Recovery Instrument

•   European Commission: President von der Leyen next in Coronavirus Global Response

•   European Commission: Coronavirus Global Response: kick off of new campaign with support of Global Citizen

•   Fed: The Impact of Financial Sanctions: The Case of Iran 2011-2016

•   Fed: Global Trade and GDP Co-Movement

•   Fed: Beige Book - May 27, 2020

•   Fed: A Comparison of Living Standards Across the States of America

•   Fed: The Hedging Channel of Exchange Rate Determination

•   FRBNY: Treasury Market Liquidity and the Federal Reserve during the COVID-19 Pandemic

•   FRBNY: The Investment Cost of the U.S.-China Trade War

•   FRBNY: Consumers Increasingly Expect Additional Government Support amid COVID-19 Pandemic

•   FRBNY: The Primary and Secondary Market Corporate Credit Facilities

•   FRBSF: The COVID-19 Fiscal Multiplier: Lessons from the Great Recession

•   FRBSF: Market Assessment of COVID-19

•   St. Louis Fed: Bad Medicine? Federal Debt and Deficits after COVID-19

•   St. Louis Fed: Unemployment Insurance and Vulnerable Households During the COVID-19 Pandemic

•   St. Louis Fed: Immigration and International Trade in U.S. Manufactured Goods

•   ECB: Financial Stability Review, May 2020

•   ECB: COVID-19 and non-performing loans: lessons from past crises

•   ECB: Isabel Schnabel: Interview with Financial Times

•   ECB: Isabel Schnabel: Interview with Perspektiven der Wirtschaftspolitik

•   ECB: Twin default crises

•   ECB: Who’s afraid of euro area monetary tightening? CESEE shouldn’t

•   ECB: Cross-border currency exposures: new evidence based on an enhanced and updated dataset

•   BoE: Covid-19 and monetary policy - speech by Michael Saunders

•   NBER: The Shadow Margins of Labor Market Slack

•   NBER: Reforming Inefficient Energy Pricing: Evidence from China

•   NBER: Heterogeneous Globalization: Offshoring and Reorganization

•   CEPR: CEPR Discussion Papers 24 May 2020

•   CEPR: New eBook: Beyond the Pandemic: Reviving Europe’s Banking Union | Centre for Economic Policy Research

•   CEPR: Twenty-third Issue - Covid Economics: Vetted and Real-Time Papers

•   World Economic Forum: Lessons from China: This is how COVID-19 could affect globalization

•   World Economic Forum: How impact finance can alleviate COVID-19's economic symptoms

•   World Economic Forum: Science leads the response to COVID-19. These 25 scientists are tackling the other global challenges

•   World Economic Forum: The impacts of COVID-19 around the world, as told by statistics

•   World Economic Forum: What risks does COVID-19 pose to society in the long-term?

•   World Economic Forum: COVID-19 will hit the developing world's cities hardest. Here's why

•   World Economic Forum: This is how coronavirus lockdowns have changed energy demand

•   World Economic Forum: COVID-19: How past crises are helping the world's cities to respond and rebuild

•   World Economic Forum: Why a 17% emissions drop does not mean we are addressing climate change

•   World Economic Forum: $82 trillion over 5 years? Cambridge study counts the cost of coronavirus

•   World Economic Forum: How AI and machine learning are helping to fight COVID-19

•   World Economic Forum: How to tackle the world's biggest challenges and pursue a return

•   World Economic Forum: How China is strengthening its electric vehicle market during the pandemic

•   World Economic Forum: COVID-19 will accelerate the revolution in energy systems

•   World Economic Forum: Don't assume there'll be a 'a post-COVID-19 era' - historian Niall Ferguson tells World Vs Virus

•   World Economic Forum: How to replace coal power with renewables in developing countries

•   Brookings: Reopening America & the World

•   Brookings: As a global economic crisis wreaks havoc on Saudi Arabia, the kingdom should reduce military spending

•   Brookings: COVID-19 and the future of work in Africa: How to shore up incomes for informal sector workers

•   Brookings: Redesigning unemployment benefits: A social value-based approach

•   Brookings: Small businesses have received uneven relief from COVID-19 federal aid

•   Brookings: Could Big Tech’s move to permanent remote work save the American heartland?

•   Brookings: Mapping COVID-19’s spread from blue to red America

•   Brookings: American cities saw uneven growth last decade, new census data show

•   Brookings: Fiscal policy for COVID-19 and beyond

•   Brookings: Financing and debt management for emerging market economies

•   Brookings: How should Biden handle China?

•   Brookings: Still the world’s safe haven? Redesigning the U.S. Treasury market after the COVID-19 crisis

•   Eurasia Group: As pandemic recedes in some countries, tourism industries prepare to restart

•   CSIS: Strategic Dialogue: Shaping a U.S. Strategy for the “Ghosts” of Iraq

•   CSIS: Picking the Next WTO Director-General: Resignation and Early-Movers

•   CSIS: WTO: The Leadership Race Is On

•   CSIS: Now Is the Right Time for a Trade Agreement with Taiwan

•   CSIS: Responding to a Pandemic, Putin Trades Russia’s Future for His Own

•   CSIS: World Order after Covid-19

•   CSIS: Economics Is All About Disruption

•   CSIS: Pyongsan Uranium Concentrate Plant (Nam-chon Chemical Complex)

•   CSIS: Global Economics Monthly, May 2020

•   CSIS: Will Covid-19 Create a New Labor Market in Argentina?

•   38 North: The North Korean Economy: The Pandemic and North Korean Food Security

•   McKinsey: COVID-19: Implications for business

•   IEA: Changes in transport behaviour during the Covid-19 crisis

•   IEA: World Energy Investment 2020

•   IRENA: COVID-19 Intensifies the Urgency to Expand Sustainable Energy Solutions Worldwide

•   WNA: Invest in nuclear to succeed in the post-COVID recovery and the journey towards carbon neutrality

•   IDC: EMEA Smartphone Market Expected to Shrink to All-Time Lows in 2Q, Says IDC

•   IDC: COVID-19 Lockdown Will Boost the EMEA PC Market in 2020Q2, but H2 Will be Rocky, says IDC

•   Gartner: Gartner Forecasts Worldwide Device Shipments to Decline 14% in 2020 Due to Coronavirus Impact

•   Strategy Analytics: Electrification and Safety will pull Automotive Semiconductor Market Free from COVID-19

•   Strategy Analytics: COVID-19: Yesterday's Gone, or is It?

•   Strategy Analytics: Lenovo-Motorola Hit Hard by Wuhan Factory Closure

•   DRAMeXchange: 【Market View】NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20 in Light of Surging Demand from Data Centers, Says TrendForce

•   IHS Markit: Collapse in Demand Due to COVID-19 Weakens Engineering and Construction Equipment Prices in May, According to IHS Markit

•   한국은행: 해외경제 포커스(제2020-20호)

※   글로벌 이슈: 코로나19 확산에 따른 신흥국 리스크 점검

•   한국은행: 조사통계월보 2020년 5월호

•   한국은행: 2020년 5월 소비자동향조사 결과

•   한국은행: 2020년 4월 무역지수 및 교역조건

•   한국은행: 2020년 1/4분기중 거주자의 카드 해외사용 실적

•   한국은행: 2020년 5월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: [보도자료] 2020년 4월중 금융기관 가중평균금리

•   한국은행: 통화정책방향(2020.5.28)

•   한국은행: 경제전망(2020.5월)

•   한국은행: [조사연구] 뉴욕연준의 新 주간경제상황지표(Weekly Economic Index) 개요

•   한국은행: [현지정보] 미 연준 Beige Book의 주요 내용

•   한국은행: [현지정보] IMF, 재정승수 효과에 대한 연구결과

•   한국은행: 글로벌 가치사슬 변화가 경제성장에 미치는 영향: 2008년 금융위기 전후 전·후방참여 효과의 국제비교를 중심으로

•   국제금융센터: 코로나19로 드러난 국제금융시장의 취약점과 복원력

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(5.25)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.25)

•   국제금융센터: 美 연준의 對14개국 통화스왑 조치 경과

•   국제금융센터: 코로나19와 G2 패권경쟁 본격화

•   국제금융센터: 포스트 코로나: 글로벌 실업 증가와 영향

•   국제금융센터: [은행] 최근 동남아시아 은행의 재무건전성 악화

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.26)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.27)

•   국제금융센터: 국제유가 반등의 지속가능성 점검

•   국제금융센터: 나스닥 시장 강세에 대한 시장평가 및 시사점

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.28)

•   국제금융센터: 일본, 추가 경제대책 및 2차 추경예산안 발표

•   국제금융센터: 中 홍콩 보안법 이후 미중대응과 영향

•   국제금융센터: [주간] 세계증시 상승세 지속 가운데 미ㆍ중 갈등 부각

•   국제금융센터: 주요 신흥국들의 QE 정책 도입 현황 및 평가

•   국제금융센터: 최근 미국의 대중 증권투자 제한조치 내용 및 영향

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 선진국 주식펀드 유입 전환

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.29)

•   국제금융센터: 미국의 홍콩 국가보안법 대응조치 평가 및 전망

•   kotra: 인도네시아, 신재생에너지 사업여건 개선되나?

•   kotra: [2020 중국 양회②] 키워드로 본 전국인민대표대회 정부 업무보고 주요 내용

•   kotra: 대만, 차이잉원총통 2기 정부 출범과 향후 경제정책 방향

•   kotra: 사우디, 2020년 7월부터 부가세 3배 인상

•   kotra: 美 백악관, 중국에 대한 전략적 접근 보고서 발표

•   kotra: 인도, 록다운 장기화에도 포스트 코로나 경제회복을 위해 시동

•   kotra: 코로나19 경제위기를 대응하기 위한 인도 정부의 움직임

•   kotra: 아르헨티나, 메르코수르 무역협상 불참 입장 선회

•   kotra: 경제재개 시동건 미국, 근무방식 이렇게 바뀐다

•   kotra: 포스트 코로나 시대, 4차 산업혁명은 어디로? ① 클라우드 서비스

•   kotra: 포스트 코로나 시대, 4차 산업혁명은 어디로? ② 디지털 트윈

•   kotra: 포스트 코로나 시대, 4차 산업혁명은 어디로? ③ 차세대 로봇

•   kotra: [2020 중국 양회③] 정부 업무보고 키워드 속 유망산업을 찾아라

•   kotra: 칠레 광업 시장동향

•   kotra: 중국 태양광 발전산업 동향

•   kotra: 러시아의 포스트 코로나19 시장변화와 10대 상품·산업 전망

•   kotra: 인도 건설기계 시장동향

•   kotra: 코로나19가 바꾸는 세계시장 세계 주요지역별 시장 진출 전략

•   KDI: KDI 북한경제리뷰 2020년 5월

•   KDI: [KDI 인사이드] 코로나19 이후, 한국경제 전망은?

•   통계청: 2019년 4분기(11월 기준) 임금근로 일자리동향

•   EMERiCs: [동향세미나] 인도, 코로나19 대응을 위한 경기부양책 발표

•   EMERiCs: [이슈인포그래픽] 인도와 중국 국경지대에서 양국 국경수비대 충돌

•   EMERiCs: [전문가오피니언] 태국의 코로나19 대응 3단계 경기부양책 효과와 시사점

•   EMERiCs: [이슈트렌드] 국제 금융 기관, 유라시아 국가에 코로나19 위기 극복 자금 제공

•   EMERiCs: UAE, 경제 발전 위해 첨단 기술 산업 중점적 육성

•   EMERiCs: [이슈트렌드] 남아공, 커지는 경제적 피해로 인해 코로나19 봉쇄조치 추가 완화

•   EMERiCs: [월간정세변화] 2020년 5월 중동 한눈에 보기

•   EMERiCs: [이슈트렌드] 브라질 보우소나루 대통령, 코로나19 대응 미흡 및 계속된 기행으로 탄핵 요구 빗발쳐

•   EMERiCs: [이슈트렌드] 터키, ‘우방국’ 카타르와 통화 스와프 확대

•   EMERiCs: [월간정세변화] 2020년 5월 중동부유럽 한눈에 보기

•   EMERiCs: 성장률 목표 제시 안한 정부업무보고, 내용 및 분석

•   EMERiCs: 中 외자유치 플러스 전환, 배경과 특징 분석

•   EMERiCs: 中 10년 만에 서부대개발 중대문건 발표, 내용 및 전망

•   EMERiCs: 회복세 보이는 中 부동산 시장 동향과 전망

•   EMERiCs: 중국, 산업 빅데이터 발전 정책 발표

•   EMERiCs: 2020년 중국의 주요 경제운용 방향

•   EMERiCs: 코로나19 이후 확대되는 중국의 신형인프라(新基建) 투자와 시사점

•   EMERiCs: 2020년 중국 양회와 중국 정치경제 전망

•   EMERiCs: 최근 중국의 CPI 동향과 전망

•   국제무역연구원: 코로나19 이후 유망 수출시장

•   국제무역연구원: 홍콩보안법 관련 미중 갈등과 우리 수출 영향

•   수출입은행 해외경제연구소: 글로벌 E&P 산업 동향과 전망

•   수출입은행 해외경제연구소: ICT산업 2020년 1분기 동향

•   수출입은행 해외경제연구소: 20 월간 국내외 거시경제 동향 5월호

•   산업연구원: "코로나19에 따른 산업별 고용 변화와 시사점"

•   산업연구원: "코로나19 이후 경제회복을 위한 정책과제"

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2020.5.29)

•   조세재정연구원: 재정포럼 2020년 5월호(제287호)

•   조세재정연구원: 2020 주요국 예산안 영국

•   조세재정연구원: [KIPF 조세재정 브리프 통권 제96호] 전염병 관련 예산 추이 및 시사점

•   국회입법조사처: [현안브리핑 제10호] 코로나19 대응 국내·외 동향

•   하나금융경영연구소: 하나금융포커스 [제10권 11호]

•   우리금융경영연구소: 코로나19에 대응한 재정·통화정책 공조가 금융시장에 미치는 영향

•   KDB미래전략연구소: 주간 KDB리포트(2020.5.25)

•   건설산업연구원: 우리나라 총생산함수의 특징 분석과 정책적 시사점

•   건설산업연구원: 건설동향브리핑 758호

•   국토연구원: 코로나19 같은 감염병 상시 위기 시대, 1인가구 주거불안 양상과 주거정책 시사점

•   전경련: OECD 회원국 경제단체, 2020 경제전망 발표

•   한국경제연구원: 디지털세 과세대상에서 제조업 등 소비자대상사업 제외해야

•   한국경제연구원: 성장률 1.0%p 하락 시 전산업 취업자 수 45.1만 명 감소

•   경총: 경총, '최근 현안에 대한 경제전문가 의견 조사결과' 발표

•   NICE신용평가: 2020년 1분기 장기신용등급 변동현황 분석

•   한국기업평가: 중국 회사채의 디폴트는 예측 가능한가 - 산업정책과 재무지표 분석을 통해 위험 징후 감지 가능

•   농촌경제연구원: 해외곡물시장 동향 제9권 제3호

•   DIGIECO: 5G 가이드북(세상 모든 새로움의 시작, 5G 당신의 산업을 바꿉니다)

•   기재부: 2020 국가재정전략회의 개최

•   기재부: [보도참고] 20.5.26(화) 국가채무 기사 관련

•   기재부: 제5차 비상경제 중앙대책본부 회의 개최

•   기재부: 20.4월 산업활동 동향 및 평가

•   산업부: 제23차 산업경쟁력강화 관계장관회의 개최

•   산업부: 산업부-해수부, 해상풍력 협의회 개최

•   산업부: (설명자료)그린뉴딜에 산단 에너지 스마트화 낙점은 확정된바 없음(서울경제 5.24일자 보도에 대한 설명)

•   산업부: (설명자료)신재생에너지 REC 정산방식 변경은 현재까지 구체적으로 확정된 바 없음(서울경제, 동아일보 5.26일자 보도에 대한 설명)

•   산업부: 주력산업 회복의 신호탄, 건설기계 수출 확대로 위기 돌파

•   국토부: ‘20.4월말 기준 전국 미분양 36,629호(전월 대비 4.4% 감소, 전년 동월 대비 41.0% 감소)

•   국토부: 4월 주택 인·허가 3.2만 호, 착공 4.7만 호 분양 2.6만 호, 준공 4.8만 호

•   노동부: 2020년 4월 사업체노동력조사

•   금감원: 2020년 주채무계열(28개) 선정 결과

•   금감원: 20.4월중 기업의 직접금융 조달실적

[Magazines]

•   Economist: How the world’s most powerful country is handling covid-19

•   Economist: America’s covid-19 experience is tragic but not that exceptional

•   Economist: China has launched rule by fear in Hong Kong

•   Economist: China’s national-security bill for Hong Kong is an attempt to terrif

•   Economist: Government handouts threaten Europe’s single market

•   Economist: How tourism will survive the pandemic

•   Economist: Face it - The case for mandatory masks

•   Economist: Masks probably slow the spread of covid-19

•   Economist: A tropical tragedy - Brazil’s losing battle against covid-19

•   Economist: Standoffish North Korea discovers the limits of self-reliance

•   Economist: Chaguan - China’s “Wolf Warrior” diplomacy gamble

•   Economist: Europe’s habit of propping up firms may outlast the pandemic

•   Economist: The virus detectives - Germany’s contact tracers try to block a second covid-19 wave

•   Economist: Charlemagne - The EU’s recovery fund is a benefit of Brexit

•   Economist: Deadlock looms at Brexit talks next week

•   Economist: Chinese diaspora Inc - South-East Asian tycoons’ high-wire act

•   Economist: Don’t worry, it’s all under control - How big oil is trying to win back investors

•   Economist: Working life has entered a new era

•   Economist: The Renault-Nissan alliance hunkers down

•   Economist: Schumpeter - The e-commerce boom makes warehouses hot property

•   Economist: More money, more problems - Can private-equity firms turn a crisis into an opportunity?

•   Economist: Private equity - Will covid-19 halt the rise of private equity in Europe?

•   Economist: The thin red line - China’s economists debate deficit monetisation

•   Economist: Buttonwood - What is the link between inflation and equity returns?

•   Economist: A change of plan - For the first time in 30 years, China has no GDP target

•   Economist: No fear of floating - The World Bank lands Carmen Reinhart as chief economist

•   Economist: Crisis measures - The pandemic could lead statisticians to change how they estimate GDP

•   Forbes: Renewables Overtake Coal, But Lag Far Behind Oil And Natural Gas

•   Forbes: How Mortgage Consumers Can Profit From Slow Economy

•   Forbes: Post-Pandemic Energy Might Not Change Much

•   Forbes: Apple’s New iPhone Design Revealed In Stunning Detail

•   Forbes: Thanks To Renewables And Machine Learning, Google Now Forecasts The Wind

•   Forbes: Survey: Nearly 30% Of Americans Are Self-Employed

•   Forbes: Next Stimulus Measure Should Help Markets, With Or Without Checks

•   Forbes: How Oil Could Impact The Trump-Biden Election: Early Predictions

•   Forbes: The First Quarter Was A Disaster. What Comes Next?

•   Forbes: J.P. Morgan—Bitcoin’s ‘Biggest Enemy’—Suddenly Appears To Be Going All In On Crypto

•   Fortune: The U.K.’s lockdown is making the country’s electricity grid greener—for good

•   Fortune: U.S. real unemployment rate passes 23.9% with 2.1 million weekly jobless claims, 40.7 million total claims for benefits, insurance

•   Fortune: Autonomous vehicles make sense in the coronavirus. But they’re hurting

•   Fortune: Self-driving car companies' future in 2020 is not optimistic

•   Fortune: Could Hong Kong tensions sink the global stocks rally?

•   Fortune: Fortune poll: Who supports Round 2 of stimulus checks—and who doesn't

•   Bloomberg Businessweek: Voters' Opinions of the Economy Have Stabilized, a Plus for Trump

•   Bloomberg Businessweek: In Europe the Virus Raises New Walls Between East and West

•   Time: What Will Happen as the Coronavirus Pandemic Epicenter Moves to Latin America

•   Time: Infected Workers and Supply Shortages: Why America's Auto Industry Is Slow to Restart

•   Atlantic: How China Is Winning the Propaganda War

•   Atlantic: The Regulatory State Is Failing Us

•   Foreign Policy: Trump Needs the WTO for a Better Trade Deal

•   Foreign Policy: Brazil Is Suffering From the Coronavirus Pandemic. Bolsonaro Isn't.

•   Foreign Policy: Will Bolsonaro Pay the Price for a Botched Pandemic Response?

•   Foreign Policy: China's Hong Kong Clampdown Won't Spare Foreign Firms

•   Foreign Policy: Why China Isn't Buying Up Central and Eastern Europe

•   Foreign Policy: Should the U.S. Punish China for Aggression Toward India and Hong Kong?

•   Barron's: Unemployment Benefits Aren’t Too High. Wages Are Too Low.

•   Barron's: The Oil Recovery Will Be Complicated. Here Are the 3 Stages to Expect.

•   MIT Technology Review: How lockdown is changing shopping for good

•   Science: Study tells ‘remarkable story’ about COVID-19’s deadly rampage through a South African hospital

•   Nature: How countries are using genomics to help avoid a second coronavirus wave

•   Power Magazine: Thanks to Asia, Coal Is Still King Worldwide

•   Power Magazine: Data Tool Shows Pandemic’s Impact on Power Prices

•   Power Magazine: Siemens Details Spinoff of Energy Business

•   매경이코노미: 조현준 효성 회장의 승부수…세계 최대 액화수소 공장 ‘수소경제’ 박차

•   매경이코노미: 재계 1·2위 손잡은 ‘전고체 배터리’ 뭐길래…용량 크고 폭발 위험 없는 ‘차세대 배터리’

•   매경이코노미: 코로나 습격에 사고 팔고 기업 M&A ‘큰 장’ 섰다

•   매경이코노미: 공유경제 지고 고립경제 오나

•   매경이코노미: 일상에 퍼진 고립경제 | 트위터 “영원히 재택근무”…직장의 종말 출장·여행·축제 ‘STOP’ 지방은 각자도생

•   매경이코노미: 고립경제 시대 투자법 | 집콕 생활 일상화…‘워라밸株’ 눈독 물류창고·데이터센터 리츠 기대주

•   매경이코노미: 전문가 진단 | 고립은 단기 처방…장기론 협업이 해법

•   매경이코노미: 디지털 경제 시대 부동산은 데이터센터

•   한경비즈니스: 침체 우려되는 글로벌 경기…달러보다 ‘금’에 베팅할 때

•   한경비즈니스: “신한울 원전 재개하면 자력 생존 가능”…두산 구조조정 ‘가시밭길’

•   한경비즈니스: 디지털 뉴딜의 종착역은 ‘스마트 그린 시티’

•   한경비즈니스: 삼성전자, 평택에 10조원 규모의 파운드리 생산 시설 구축

•   이코노미조선: “더는 못 참아 질러야겠어” …한·중 불붙은 보복 소비, 내수 부활엔 역부족

•   이코노미조선: 움츠린 中, 봉쇄 풀리니 역대급 ‘소비 역습’

•   이코노미조선: 보복 소비 리포트

•   이코노미조선: ‘나를 위한 선물’, 코로나로 우울한 마음 쇼핑으로 달래

•   이코노미조선: 서민은 소득 ‘반 토막’, 부자는 ‘슈퍼카’ 쇼핑

•   이코노미조선: “보복 소비는 자신의 장악력 과시, 보상 심리에서 비롯”

•   이코노미조선: “실물경제 회복 없인 반짝 특수에 그칠 것”

•   이코노미조선: “소비만으로 경제 회복 불가능, 美·中 경제 살아나야”

•   이코노미조선: 화웨이 향하는 반도체 수출길 봉쇄한 트럼프

•   이코노미조선: 정부 예상치 웃돈 국가채무…가계·기업 빚도 증가세

•   이코노미조선: “우선순위, 고용보다 산업 전환…화석연료 미련 버려야”

•   이코노미조선: “매출 10~30% 증가…고가품 구매, 대량 소비 늘었다”

•   이코노미조선: 기간산업안정기금 2000억원 요청하나…산은 ‘고심’

•   주간조선: 긱이코노미 위기일까 기회일까… 코로나19와 미국의 ‘AB5법’

•   주간조선: 미래를 포기한 9차 전력수급계획

•   월간조선: [이슈분석] 두산중공업의 몰락은 탈원전 때문인가?

•   이코노미스트: ‘5일 근무 중 하루는 집에서’ 기업 재택근무 확산

•   이코노믹리뷰: 부진의 늪, GS와 두산의 묘한 '평행이론'

•   월간로봇기술: [Monthly Focus ①] 국내 로봇산업의 현재를 파악하는 힘 '로봇산업 통계'

•   월간로봇기술: [Monthly Focus ②] 통계로 보는 대한민국 로봇산업 실태

•   월간로봇기술: [Monthly Focus Interview] 한국로봇산업협회, 공신력 있는 로봇산업 통계로 국가 로봇산업 육성 근거 마련

•   월간로봇기술: [Press Vision] (주)로보트론, 원천기술 확보 및 상용화에 힘쓰다

[Books]

•   WP: Summer reading list 2020

•   매경: 불평등의 열차 내달리게 한 좌파의 위선, 우파의 탐욕

•   매경: 서점가 달구는 `코로나 경제전쟁`

•   매경: 언택트 경제시대 `세가지 파도`

•   매경: 삼성·기아車가 해낸 혁신은 `이것` 이었다

•   한경: [책마을] 억만장자들의 공통점, 남 안하는 일 과감히 실행

•   이데일리: 노키아의 추락과 애플의 성공, 그 비결은 ‘룬샷’

•   이데일리: 파산 위기' GM은 어떻게 살아남았나

•   로봇신문: 코로나19 이후의 미래

Business Intelligence Monitor 200601

(Introduction)

[Markets]

•   Global: Stocks rebound on relief at Trump's response to China over Hong Kong

※   U.S. to no longer recognize Hong Kong as autonomous

※   U.S. stocks reverse loses

※   MSCI All Country World Index down 0.2%

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures sink after weekend riots grip America

•   한국: 코스피, 보합권 마감…미·중 갈등 영향 제한적

•   한국: 디스플레이 부진…소재주는 선방

•   한국: CD·국고채 금리 사상 최저 수준.. 기업대출·조달시장 '양극화' 전망

•   Metals: London aluminium set for strongest monthly gain in 16 months on China demand

•   Iron ore: Iron Ore Powers Past $100 as Supply Woes Meet Robust Demand

•   Grains: Corn, soybeans slide on U.S.-China tensions

•   DRAM: 5월 D램값 소폭 상승…"PC용 수요 늘어나"

•   DRAM: 서버용D램 가격 제자리..4분기 10% 하락 전망도

[Indicators]

•   Global Apr. EV sales: Global Plug-In Electric Car Sales In April 2020 Down 30%

•   US Apr. PCE: Consumer Spending Fell a Record 13.6% in April

•   US May Consumer Sentiment Index: U.S. Consumer Sentiment Faltered in Late May, Outlook Dimmed

•   US Q2 GDP Nowcast: May 29, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -51.2 percent — May 29, 2020

•   Eurozone May CPI: Deflation fears as eurozone price growth falls to four-year low

•   Italy Q1 GDP:Italy’s First-Quarter Slump Was Deeper Than Estimated at 5.3%

•   China May Manufacturing PMI: China’s Factory Outlook Slips in May Amid Slow Recovery

•   한국 1분기 대외채무: 외화부채 가파른 증가…1분기 167억弗↑

•   한국 4월 산업활동 동향: 코로나에 4월 제조업생산 11년만에 최대↓…서비스업·소비 반등

※   매경: 공장가동률 68%…제조업이 멈춘다

※   매경: 문 닫은 공장들 속속 경매로…가격 낮춰도 사는 사람이 없다

※   건설경제: 코로나19 ‘직격탄’ 건설수주 7년 3개월만에 최대 감소

•   한국 4월 아파트 매매: ‘절세 급매’ 끝났다…서울 아파트, 거래 줄었는데 가격은 ‘보합’

•   한국 주간 아파트 가격(부동산114): 서울 ‘풍선효과’… 6억 이하 아파트 다시 오른다

•   Japan Apr. Employment: Japan's jobless rate rises to 2.6% in April

•   Japan Apr. Industrial production·Retail sales: Japan's April production and consumption hammered by coronavirus

•   Japan Apr. Department store sales: Japan department store sales dive 71.5% in April

•   Japan May Consumer confidence index: Japan's May consumer confidence remains near record low

•   India Q1 GDP: GDP growth at 3.1% in Q4 drags full year FY20 growth to 4.2 per cent

•   India Q1 Fiscal account: FY20 fiscal deficit widens to 4.59% of GDP, higher than budget aim of 3.8%

•   India Apr. Core industry production: India's eight core infrastructure sectors contract 38.1% in April

•   Brazil Q1 GDP: Brazil’s first-quarter GDP falls 1.5% as Covid-19 cases climb

•   Vietnam Q1 FDI: FDI inflow to Việt Nam down 17% in Jan-May period

•   Vietnam May CPI: Monthly CPI falls to lowest in five years

•   Canada Q1 GDP: Canada GDP Fell at Near Record 8.2%

•   Turkey Q1 GDP: Turkey Growth Outstrips Peers on Spending Spurt Before Virus

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Beyond Hong Kong, an Emboldened Xi Jinping Pushes the Boundaries

•   WSJ: Trump Takes Steps Meant to Punish Beijing Over Hong Kong

•   WSJ: Blood of Recovered Covid-19 Patients Is Becoming a Hot Commodity

•   WSJ: Officials Look to Restore Order After Nights of Riots

•   WSJ: Elon Musk’s SpaceX Capsule Links Up With Space Station

•   WSJ: Democrats Stick With Tax-Rise Policies as They Make Plans for 2021 Majority

•   WSJ: Cities’ Next Coronavirus Dilemma: Cut Essential Services or Take On More Debt

•   WSJ: U.S. Businesses Brace for Damage as Tensions Grow Over Hong Kong

•   WSJ: U.S. Stocks Are Outpacing the Rest of the World

•   WSJ: Federal Reserve Ramps Up Deliberations on Asset Purchases, Rate Guidance

•   WSJ: Fed’s Kaplan Says Strong Virus-Testing Regime Needed to Boost Confidence

•   WSJ: Protectionism Spreads Globally With Coronavirus

•   WSJ: China’s Shift From Hard Growth Targets Hits Domestically, Globally

•   WSJ: Fed Discloses Holdings of $1.3 Billion in ETFs

•   WSJ: Newsletter: Consumer Spending Could Look Ugly

•   WSJ: Retailers and Restaurants Hit in Protests, Adding to Coronavirus Damage

•   WSJ: Chip Industry Seeks Billions to Expand U.S. Manufacturing

•   WSJ: Powell Says Second Virus Outbreak Would Puncture Confidence

•   WSJ: Transcript: Fed Chief Jerome Powell Q&A With Alan Blinder

•   WSJ: Economy Week Ahead: Manufacturing and Unemployment Data

•   WSJ: Semiconductor Industry to Lobby for Billions to Boost U.S. Manufacturing

•   NYT: Millions Relying on Pandemic Aid Can See Its End, and They’re Scared

•   NYT: Derek Chauvin Charged in Death of George Floyd in Minneapolis

•   NYT: What Happened in the Chaotic Moments Before George Floyd Died

•   NYT: Trump’s Looting and ‘Shooting’ Remarks Escalate Crisis in Minneapolis

•   NYT: Border Wall Land Grabs Accelerate as Owners Shelter From Pandemic

•   NYT: New York City, Battered by Outbreak, Finally Moves Toward Reopening

•   NYT: Appeals for Calm as Sprawling Protests Threaten to Spiral Out of Control

•   NYT: In Days of Discord, a President Fans the Flames

•   NYT: Black Americans Have a Message for Democrats: Not Being Trump Is Not Enough

•   NYT: ‘Please, I Don’t Have Insurance’: Businesses Plead With Protesters

•   NYT: In Hong Kong, China Threatens Businesses and Workers

•   WP: Gripped by disease, unemployment and outrage at the police, America plunges into crisis

•   WP: Trump’s May days: A month of distractions and grievances as nation marks bleak coronavirus milestone

•   WP: Biden leads Trump in Post-ABC poll as president’s coronavirus rating slips

•   WP: Protests over death of George Floyd, police killings spread to London, Berlin, Toronto

•   FT: Trump’s Twitter spat escalates over ‘glorifying violence’ claims

•   FT: Sweden snubbed as Norway and Denmark open borders

•   FT: Italy’s ruling coalition debates bid for Borsa Italiana

•   FT: Furore greets Sánchez as Spain edges out of lockdown

•   FT: Brazil’s chloroquine battles: ‘They were saying they were going to kill me’

•   FT: China threatens countermeasures after US criticism of Hong Kong law

•   FT: ‘A broken piece of jade’: the turbulent future of Hong Kong

•   FT: Renault to slash about 15,000 jobs in €2bn cost-cutting plan

•   FT: Nestlé’s burgers are Sensational and Awesome, but not Incredible

•   FT: Citi warns markets are out of step with grim reality

•   FT: US pension plans warned they will run out of money by 2028

•   FT: Kim Jong Un demands money from North Korea’s elite

•   FT: Hong Kong condemns Trump’s move to revoke privileges

•   FT: EU budget chief seeks backing for business levy to fund recovery

•   FT: Trump vows to invite Russia to September G7 summit

•   FT: Cracks begin to widen in Emmanuel Macron’s divided party

•   FT: Rishi Sunak set for July stimulus package to stave off recession

•   FT: Government defends decision to ease English lockdown restrictions

•   FT: Argentina narrows gap with creditors in debt talks

•   FT: Will the ECB expand its bond-buying programme?

•   FT: German MPs stymied by constitutional court ruling

•   FT: Scientists warn over relaxing UK lockdown too fast

•   FT: Mexican companies face higher electricity charges

•   FT: Small signs of life return to US economy

•   FT: Trump declaration to terminate WHO relationship puzzles experts

•   FT: Saudis transfer $40bn to back wealth fund’s spending spree

•   FT: The euro flutters its wings on fiscal winds

•   FT: Sunak looks to rebuild economy with plans for big job creation scheme

•   FT: UK path to citizenship for Hong Kongers lacks detail, say advocates

•   FT: China to stop green bond financing for ‘clean coal’ projects

•   FT: VW increases bet on China’s slowing electric vehicle market

•   FT: Get in line: British shoppers set for lengthy waits as high streets reopen

•   FT: Federal Reserve adds just $1bn of new corporate debt to balance sheet

•   FT: UK economy shows early signs of improvement from lockdown low

•   Bloomberg: Pompeo Says U.S. Now Has No Basis to Treat Hong Kong Specially

•   Bloomberg: U.S. Government Is Selling Property in Exclusive Hong Kong Area

•   Bloomberg: OPEC+ to Discuss Short Extension of Oil Output Cuts

•   Bloomberg: In Big Oil's Back Yard, a Solar Plant Starts Powering Industry

•   Bloomberg: How China Tested 11 Million People for Virus in Just Two Weeks

•   Bloomberg: Massive U.S. Protests Raise Fears of New Virus Outbreaks

•   Bloomberg: China’s Solar Giants Forced to Cut Prices as Virus Curbs Demand

•   Bloomberg: Great Depression-Like Jobless Rate Seen for U.S.

•   Bloomberg: Europe’s Virus Hot Spots Exit Lockdown as Experts Urge Caution

•   Bloomberg: Pandemic Opens Door to Ideas New and Old for a Better Economy

•   Bloomberg: Europeans Not Feeling Very Hopeful About Their Economy Just Yet

•   Bloomberg: Four Charts Showing How April Lockdown Hurt South Africa’s Economy

•   Bloomberg: China, Hong Kong Push Back Against Trump’s Trade Threats

•   Bloomberg: Trump’s Sparring With China Revives Rare Earths Stock Trade

•   Bloomberg: Dubai Inc. Debt Distress Emerges as a Risk for Corporate Sector

•   Bloomberg: Barnier Tells U.K. to Be ‘More Realistic’ on EU Trade Talks

•   Bloomberg: How Fed Could Goose Economy via Yield-Curve Control

•   Bloomberg: South Africa Seeks Boost by Central Bank, Funds

•   Bloomberg: Brazil Overtakes Spain, Now Fifth in the World in Covid Deaths

•   Bloomberg: 2020 Presidential Election: Live Updates, News for May 31

•   Bloomberg: Oil Explorers Revert to Pre-Shale Drilling Level Across U.S.

•   Bloomberg: Indonesia to Open Malls, Entertainment Sites as Virus Cases Rise

•   Bloomberg: Scientists Question Study Linking Malaria Drugs to Covid-19 Risks

•   Bloomberg: Fed’s Mester Leans Against Yield-Control Move at June FOMC

•   Reuters: Russia has no objection to earlier OPEC+ meeting: sources

•   Reuters: India extends lockdown in high-risk zones, to allow partial reopening elsewhere

•   Reuters: Russia plans coronavirus vaccine clinical trials in two weeks: report

•   Reuters: Bolsonaro joins rally against Brazil's top court; judge warns democracy at risk

•   Reuters: New coronavirus losing potency, top Italian doctor says

•   Reuters: EU says Hong Kong decision damages trust with China

•   Reuters: China may buy less American farm products if U.S. issues severe HK response: sources

•   Reuters: Pandemic saps union clout as talks loom with Chile copper miners

•   CNN: Premarket stocks: The economy is reopening, but the job cuts keep coming

•   CNBC: Coronavirus: Demand for mortgage bailout slows to a trickle

•   CNBC: Corporations raise $1 trillion in bond market after Fed aid, double 2019 pace

•   CNBC: Five charts that track the U.S. economy as states reopen

•   CNBC: Expanded unemployment benefits may bump people from welfare, other aid

•   CNBC: Coronavirus may cause GDP, economic data to be less accurate, IMF says

•   CNBC: First flight for world's 'largest all electric commercial aircraft'

•   CNBC: Expect more shocking economic data in the week ahead with the unemployment rate set to near 20%

•   MarketWatch: Trade-war collateral damage: destruction of $1.7 trillion in U.S. companies’ market value

•   Politico: Merkel rebuffs Trump invitation to G7 summit – POLITICO

•   SCMP: Legal experts question Hong Kong’s new national security law

•   SCMP: West’s response to Hong Kong security law plan good for Beijing, observers say

•   SCMP: Economists fear for Hong Kong’s future if it loses US special status

•   SCMP: Exclusive | China eyes ‘diversified’ relations as US turns hostile: Beijing adviser

•   SCMP: Four in ten Chinese cinemas could permanently close due to virus

•   SCMP: China continues to defend falling yuan, amid Hong Kong, US tensions

•   SCMP: China may revive GDP growth target after 2020, but debate rumbles on

•   SCMP: Hong Kong warned WTO challenge to US sanctions could be ‘counterproductive’

•   SCMP: US firms in China still struggling with travel restrictions: AmCham survey

•   SCMP: ‘Don’t get distracted by Taiwan separatists, US is main adversary’

•   SCMP: Is China rich or poor? Beijing’s conflicting data sows confusion

•   SCMP: ‘Never seen that before’: Some Hong Kong residents hit the panic button as security law revives rush for the emigration gates

•   Global Times: Two COVID-19 vaccines developed by Chinese company enter phase two clinical trials

•   Global Times: US ‘unlikely’ to leapfrog in 6G race

•   Global Times: Why China should not fear US sanctions

•   매경(P1): 채권단, 두산 3조 자구안 수용키로

※   두산 측이 제시한 경영정상화 방안에는 '주요 계열사'를 매각한다는 내용도 포함돼 있어 두산밥캣·두산퓨얼셀 등 두산그룹 '캐시카우' 또한 매각 대상이 될 것으로 예상

※   기재부: 제23차 산업경쟁력강화 관계장관회의 개최

•   매경: 채권단 "두산 3조 채울때까지 계열사 팔라"

•   매경: 민간소비까지 휘청…17년만에 마이너스

•   매경: 文, 내주 초 비상경제회의…`슈퍼추경 통과` 국회 압박

•   매경: 김용범 기재부 1차관 "상상 못했던 경제지표 마주해"

•   매경: 코로나·檢수사에 미·중 분쟁까지…삼성전자 `첩첩산중`

•   매경: [Science] 코로나 n차감염 확산…바이러스 변이 때문인가

•   매경: [Science] 숙주 환경따라…카멜레온처럼 변신하는 바이러스

•   매경(P1): 저금리·생활苦에…예적금 22조 깼다

•   매경: MMF 5월 23조 급증…부동자금 향배따라 투자지형 요동칠듯

•   매경: 코로나 직격탄 저소득층 퇴직연금 중도 인출 `쑥`

•   매경: 부동산 투자자금은 지방으로…천안·청주 등 집값 `반등`

•   매경: 홍콩 가는 수출품 90%가 중국행…韓주력 반도체 불똥 `촉각`

•   매경: 작년처럼 시위 커질라…韓관광업계도 불안

•   매경: `돈 냄새` 맡은 투자 귀신들…글로벌 애그테크에 64억弗 베팅

•   매경: 반도체공장 같은 `첨단 수직농장`…생산성 비닐하우스의 40배

•   매경: [단독] 일자리 못만든 기업, 지방투자 보조금 깎는다

•   매경: 국내 기업 3%만 리쇼어링 고려

•   한경(P1): "규제 혁파"…대통령 令이 안 선다

•   한경(P1): 삼성SDI+현대차, 삼성전자+이마트…삼성發 '신협력시대'

•   한경(P1): 렘데시비르' 코로나 치료에 쓴다

•   한경: FTA 이익공유·동일산업 동일임금…더 세지는 21대 국회 규제법안

•   한경: 규제 풀어야 하는 원격의료는 '선긋기'…디지털 뉴딜 한다면서 데이터센터는 규제

•   한경: "혼자 다 할 수는 없다"…대기업, 스타트업 키워 新사업 속도·효율 높인다

•   한경: 네이버·카카오에도 '러브콜'…산업 융합 거점으로 부상

•   한경: "하반기 증시, LG화학 등 15종목이 주도"

•   한경(P1): 상여 끌고 장송곡 틀고…욕설·비방에 포위 당한 '삼성 타운'

•   한경: "우리 조합원만 뽑아라"…건설노조 '조폭식 갑질'

•   한경: "21대도 기업족쇄法 줄줄이…노동이사제·상법 개정 반드시 막아야"

•   한경: 21대 '1호 발의'부터 규제 법안으로 시작?

•   한경: 휘발유 가격 18주 만에 반등…"당분간 오를 듯"

•   한경: 脫석유화학' 롯데케미칼…신사업 M&A 나선다

•   한경: LG·로고도 뗐다…'휴대폰 부활' 올인한 LG전자

•   서경(P1): [이슈&와치]일자리 위해 노동개혁···獨·佛을 보라

•   서경(P1): 싼 매물 사라진다···'읍면리' 아파트까지 풍선효과

•   서경: 獨, 근로시간 탄력 운영 '고용유지'...佛, 稅혜택 늘려 투자 유치

•   서경: 노동개혁 교훈'주는 獨하르츠개혁·아일랜드 사회연대협약

•   서경: 그린 뉴딜' 뚜껑도 안열었는데···부처는 주도권 싸움

•   서경: 제러미 리프킨' 달달 외우는 환경부···왜?

•   서경: "각국 지원책으로 경제 충격 줄겠지만 재정정책 논쟁은 불가피"

•   서경: 중기 72% "하반기 더 어렵다"

•   서경: 수주 끊겼는데 대출도 막혀.. 서러운 수출 中企

•   서경: [서경스타즈IR] 삼성전자, 언택트 타고 반도체 훈풍···D램도 상승기류

•   서경(P1): [토요워치] "코로나 탓"··· "코로나 덕" ···엇갈린 공유경제

•   서경: [토요워치] 우버지고 공유킥보드 뜨고···희비 엇갈린 공유경제

•   서경: 공유경제 라이벌' 구독경제 "코로나에도 난 잘 나가"

•   서경: 중계무역 기지' 홍콩 관세폭탄땐 韓수출 휘청···금융도 비상

※   국제무역연구원: 홍콩보안법 관련 미중 갈등과 우리 수출 영향

•   서경: 꽁꽁 묶인' 중국行 하늘길에 숨통 트이나

•   서경: 야누스의 얼굴' TSMC와 SMIC···범 중국 파운드리 커넥션

•   서경: 대만계 팹리스 CEO와 TSMC에 낀 삼성

•   서경: HDC, 아시아나 인수단 6개월만에 철수

•   조선(P1): 한국은 사전양해 구했다는데… 중국 "사드 단호히 반대"

•   조선(P1): "5대업종 살아남는데 당장 105兆 필요"

•   조선: 기업 55% "지원 필요하지만… 더 급한게 주 52시간·최저임금 개선"

•   조선: "기업 잘되는게 가장 큰 복지, 코로나 위기인 지금이 규제 풀때다"

•   조선(P1): 트럼프, G7 회의에 한국 등 4개국 추가 초청

•   조선: 막대한 보조금 받은 中기업들, 배터리·OLED까지 한국 바짝 추격

•   조선: "비대면 시대, 반도체·디스플레이 '초격차' 기술 더 치고나가야"

•   조선비즈: 한은 "올해 무역 '1兆달러' 달성 어려울듯"

•   조선비즈: 한경硏 "65세 정년연장시 한해 약 16兆 추가비용 나와"

•   중앙(P1): “전 국민 기본소득 역부족, 청년부터 도입 논의를”

•   중앙: 반도체 불꽃시즌 베팅 걸어도 되나

•   동아(P1): 신규확진 58명중 55명 수도권… 쿠팡發 100명 돌파

•   동아(P1): [단독]‘北기업 南서 영리활동’… 정부, 법 마련 나선다

•   동아(P1): 단체여행-선교회-학원… 깜깜이 감염 확산

•   동아: 日 ‘수출규제 철회’ 끝내 침묵… 다시 WTO 가나

•   동아: 美CSIS “北 평산 우라늄공장 가동상태 유지”

•   동아: “포스트코로나 산업 주도권 잡을 기회… 규제 풀어달라”

•   문화: 車업계 “향후 3년간 투자금액 ‘10% 세액공제’ 해달라”

•   문화: 사상최저 금리에… 금융권, 수익하락·역마진 ‘비상’

•   경향: 월성 1호기 수명연장 소송 ‘각하’…법적 갈등 매듭

•   머니투데이(P1): 제로금리 고착화에 은행도 소비자도 "울고싶다"

•   머니투데이(P1): 이재용·정의선·김동관, 3세 3인방 한국형 미래차 협력 나선다

•   머니투데이: 채권단 '두산重 지원' 얼마나?…'자산매각'에 달렸다

•   더벨: 모트롤BG 예비입찰 마무리…다수 응찰

•   더벨: 해외 실사 난항 불가피…인수가 산출 시계제로

•   헤럴드경제(P1): “역성장에도 유동성 넘쳐 돈 갈곳 만들어야”

•   헤럴드경제: “주택 거래량 줄었지만…하락 안정세를 논하기는 이르다”

•   헤럴드경제: 주52시간 초과근무 신청 1200건…평균 근로시간도 늘었다

•   헤럴드경제: 수도권 주택정책 ‘공급 모드’ 전환…실수요자에 ‘기회의 장’ 열린다

•   파이낸셜뉴스(P1): 삼성 진정성 통했나… 355일만의 합의

•   파이낸셜뉴스(P1): 마스크 5부제 6월부터 폐지

•   파이낸셜뉴스: 반도체·바이오 웃고 車·보험 울고… 엇갈린 ‘코로나 성적표’

•   파이낸셜뉴스: 이재용 '대국민 사과' 후속 조치는… 삼성 관계사 7곳, 4일 준법위에 보고

•   파이낸셜뉴스: LGD 광저우공장 OLED 이미 공급중… 이르면 이달 양산

•   아시아경제(P1): 뛰는 동학개미, 나는 원정개미

•   아시아경제(P1): 정세균 총리 "저신용등급 업체 금융 지원 보완하겠다"

•   아시아경제: 초격차 삼성' 반도체 인력 역대 최대

•   디지털타임스(P1): 1100조 자금 떠다니는데, 가계 기업은 부도위기 내몰려

•   이데일리: 증권거래세 깎고 양도세 증세 늦춘다…증시 세제개편 2라운드

•   이데일리: 전경련 "기업 `3분의 1` 이상 향후 글로벌 공급망 대비책없다"

•   연합: ㈜두산, 다음달 8일간 산업차량BG 인천공장 생산 중단

•   뉴시스: 월성1호기 연장' 불복소송 각하…"이미 영구정지 확정"

•   뉴스1: 두산솔루스 눈독 들이는 기업은 어디?…'전기차 기대주' 흥행조짐

•   이투데이: 해상풍력, 주민수용성 높인다…"발전기 가깝고 어로 활동 많으면 더 지원"

•   비즈니스포스트: "두산솔루스 매각되면 기업가치 높아져", 유럽 전기차 성장의 수혜

•   글로벌이코노믹: 두산퓨얼셀, 국내 최대규모 수소 발전소 오는 6월 선보인다

•   글로벌이코노믹: [글로벌-Biz 24] 글로벌 전기차 시장, 2021년 변곡점 맞는다…판매량 사상 첫 300만대 돌파 전망

•   더구루: [단독] 두산중공업, 월성 2·4호기 원전 핵심설비 정비사업 수주

•   더구루: 두산중공업, 베트남 응이손2 화력발전소 공사 순항

•   Power Engineering: EIA: U.S. renewable energy consumption surpasses coal for the first time in over 130 years

•   Windpower Monthly: Covid-19 update: Overcoming construction challenges

•   에너지데일리: “태양광발전 사업주 시름이 깊어지고 있다”

•   전기신문: (단독)전기 쓸수록 보상 커진다…정부, ‘그린DR’ 추진

•   KHL: China and access equipment: sustainable growth?

•   Equipment World: Doosan recognizes 2019 top performing dealers

•   OilPrice.com: OPEC Compliance With Output Cuts Was Only 74% In May

•   MINING.com: Codelco profit down 85% despite output increase

•   CNET: Apple closes Apple stores across US amid widespread protests, looting

•   CNET: 5G and foldable phones for everyone? TCL pushes affordable innovation

•   전자신문(P1): "한국, 글로벌 반도체 허브로 도약한다"…해외 소부장 업체들 투자 '쇄도'

•   전자신문: 실탄 넉넉' 롯데케미칼, 두산솔루스 인수 시너지 효과는 미지수?

•   ZDNet Korea: 앞당겨진 비대면 유통 시대…AI 없이 혁신도 없다

•   ZDNet Korea: 글로벌 톱10 아날로그 반도체 매출 5.64% 감소

•   Phone Arena: Apple iPhone production could increase sharply in India

•   Phone Arena: ZTE's unique tri-fold phone spotted in new patent

•   Inside EVs: More Than One In Ten New Cars In Europe Was A Plug-In In April 2020

•   Robotics & Automation News: Boston Dynamics canine robot Spot gets a job as a terrifying alien sheepdog

•   Robotics & Automation News: Agricultural robots and AI: A question of when and not if

•   Robotics & Automation News: Old Versus New Robotics: How Things Are Changing

•   Robotics Tomorrow: FIVE BEST ROBOT COFFEE BARISTAS

•   Robot Report: Hollow shaft kit encoders from POSITAL FRABA designed for robot arms

•   Cobot Trends: Universal Robots virtual conference & expo on cobots

•   로봇신문: 동서발전, 발전소에 로봇 도입 본격화

•   로봇신문: 中 양회서 '산업용 로봇 핵심 부품 중국산 대체' 제안

•   Nikkei Asian Review: Japan's Kubota ties up with Indian peer to make tractors for Africa

•   Nikkei Asian Review: Japan fears Korean-style second wave of coronavirus

•   Nikkei Asian Review: Avigan still awaits Japanese approval as coronavirus cure

•   Nikkei Asian Review: Nissan recovery plan seen as start of long journey by investors

•   Nikkei Asian Review: A more flexible Japan Inc returns to the office

•   Nikkei Asian Review: 6 million workers on leave in Japan as coronavirus takes toll

•   Nikkei Asian Review: US cannot fix China in one day, says ex-diplomat in Hong Kong

•   Nikkei Asian Review: 70% of Japan execs plan changes to supply chain: Nikkei survey

•   Mainichi: Hitachi expects 4-times larger FY 2020 net profit despite virus spread

•   Economic Times: Govt releases lockdown 5.0 guidelines: Here's what's allowed and what's not

•   Economic Times: first anniversary of modi 2.0: First anniversary of Modi 2.0: Investors lose Rs 27L cr in equity wealth, ask is it worth investing

•   Economic Times: View: Sharp fall in the latest growth estimates is a wake-up call to GoI to ramp up its stimulus package

•   Livemint: India-China row: No recent contact between Trump and Modi on issue, say sources

•   Livemint: India’s covid toll crosses China’s as cases rise steadily

•   Livemint: India records highest single-day spike of 8,380 Covid-19 cases, toll hits 5,164

•   Livemint: Lockdown eased but India Inc awaits cues from states to recalibrate business

•   Livemint: India Inc hopes to get back to business in six months

•   Business Standard: India, US could strike a 'smaller' trade deal in coming weeks: Indian envoy

•   Business Standard: Govt unlikely to press for hike in GST rates for non-essentials next month

•   Business Standard: Indian economy on course for full-year contraction: DBS Bank economist

•   Business Standard: Statsguru: Economy was in grips of a slowdown even before Covid-19 hit

•   Hindustan Times: Demand for homes will pick up after Covid-19 lockdown ends: HDFC CEO Keki Mistry - real estate - Hindustan Times

•   Hindustan Times: ‘Remember, this is pre-lockdown’: Chidambaram warns on India’s 11-year low GDP slump

•   Folha de S.Paulo: Brazil Breaks Record with 26,417 New Cases of Covid-19 Recorded in 24 Hours

•   Folha de S.Paulo: Bolsonaro's Disapproval Breaks Record, but Base Remains, Says Datafolha

•   Jakarta Post: BI sees rupiah strengthening to pre-pandemic level as it intervenes in market

•   Jakarta Post: For first time ever, fuel consumption falls instead of rising during Idul Fitri

•   Myanmar Times: World Bank approves more loans for electricity, health in Myanmar

•   Myanmar Times: Energy ministry tells bidders no extension for solar tender

[Opinions]

•   Project Syndicate(Kai-Fu Lee): The Art of AI

•   Project Syndicate(Carlos Alvarado Quesada, Tedros Adhanom Ghebreyesus): Globalizing the Fight Against the Pandemic

•   Project Syndicate(John B. Taylor): The Real Economic Opening We Need

•   Project Syndicate(Paola Subacchi): The Limits of Extreme COVID Monetary Policy

•   Project Syndicate(Jean Pisani-Ferry): The Uncertain Pandemic Consensus

•   Project Syndicate(Chris Patten): We Are Hong Kong

•   FT(Editorial Board): Borrowing long is the way to borrow safely

•   FT(Editorial Board): Market rally is based on optimistic assumptions

•   FT(Rana Foroohar): We may be entering a post-dollar world

•   FT(Wolfgang Münchau): Europe cannot fudge its way to a federal future

•   FT(Janan Ganesh): Can America keep the faith? I doubt it

•   FT(Edward Luce): Trump and the spectre of a race-based US election

•   FT(Gavyn Davies): Covid-19 effects could deepen secular stagnation

•   FT(Michael Mackenzie): Investors still wary while brighter news builds on Fed support

•   FT(John Dizard): Coronavirus will have a long-term impact on work and retirement

•   FT(Merryn Somerset Webb): Sound the trumpet! Debt jubilees have arrived

•   FT(Elisabeth Braw): Companies should start showing more national loyalty

•   FT(Tom Braithwaite): Companies and investors are under-estimating the coronavirus tax

•   FT(Brooke Fox): Economic reality does not quite match the optimism on the markets

•   FT(John Thornhill): Three game-changing ideas for our post-pandemic world

•   FT(Jumana Saleheen): China’s stimulus will not stop metal demand falling

•   WSJ(Holman W. Jenkins, Jr.): Lockdowns vs. the Vulnerable

•   WSJ(Mary Anastasia O’Grady): Will Canada Send Oil and Gas Packing?

•   WSJ(Luciana Borio, Scott Gottlieb): A Fast Coronavirus Vaccine, Without Cutting Corners

•   WSJ(Josh Holmes): The Covid Political Earthquake

•   WSJ(Phil Gramm, Mike Solon): Why the Fed May Not Duck Inflation This Time

•   WSJ(Matt Pottinger): China Could Use More Populism

•   WSJ(Kyle Hooten): Twin Cities Cops Stand and Watch as Buildings Burn

•   WSJ(Joseph Epstein): We’ve Hardly Gotten to Know You, Coronavirus

•   WSJ(Daniel Akst): The Overlooked Disparity: Coronavirus Kills Mostly Men

•   WSJ(Ron Johnson): How to Fix the Paycheck Protection Program

•   WSJ(Stephen Moore): Government May Take the Lion’s Share of America

•   NYT(Paul Krugman): On the Economics of Not Dying

•   NYT(Thomas L. Friedman): How We Broke the World

•   NYT(Bret Stephens): China and the Rhineland Moment

•   NYT(Ruchir Sharma): The Rich Love India’s Lockdown. For the Poor It’s Another Story.

•   WP(Editorial Board): This rage isn’t just for George Floyd. It’s for every victim of the police like him.

•   WP(Catherine Rampell): Trump is all about deregulation — except when it comes to his enemies

•   WP(David Ignatius): Saad Aljabri was an intelligence hero. He’s now the target of a brutal campaign by MBS.

•   Bloomberg(Editorial Board): The U.S. Needs a Different China Strategy

•   Bloomberg(Editorial Board): Anger Is Right. Rioting Is Wrong.

•   Bloomberg(Mohamed A. El-Erian): Fed Should Resist Market Pressure to Do More

•   Bloomberg(Noah Smith): Racism Is the Biggest Reason the U.S. Safety Net Is So Weak

•   Bloomberg(Mac Margolis): Why Is Uruguay Beating Latin America’s Coronavirus Curse?

•   Bloomberg(Mihir Sharma): Pandemic Is an Opportunity for Developing Nations

•   Bloomberg(Andy Mukherjee): The Pandemic Isn’t India’s Only Curve to Flatten

•   Bloomberg(Liam Denning): Trump's China Fight Shows Covid-19 Hasn't Changed Oil's World

•   Bloomberg(John Authers): Stocks Have Reached a Tipping Point

•   Bloomberg(Julian Lee): Could OPEC+ Become a Victim of Its Own Success?

•   Bloomberg(Therese Raphael): Boris Johnson Gets a Hong Kong Reality Check

•   Bloomberg(Karl W. Smith): It’s No Longer Trump’s Economy, It’s Covid-19’s

•   Bloomberg(James Stavridis): Turkey and Russia Are at War, and Libya’s the Loser

•   Bloomberg(Michael R. Strain, Scott Gottlieb): U.S. Can’t Beat Coronavirus, But Americans Can Cope With It

•   Bloomberg(Joe Nocera): Riots Breed Chaos, Violence and Most Likely Covid-19

•   Bloomberg(Ben Schott): Consumers Start Feeling More Comfortable

•   Bloomberg(Matthew A. Winkler): What’s Keeping Stocks Afloat? The ‘Microsoft Market’

•   Bloomberg(Tobin Harshaw): The Putin 'Brand' Has Taken a Beating This Year

•   Bloomberg(Cui Tiankai): Why China Chose to Act in Hong Kong

•   CNBC(Sue Gordon): Coronavirus pandemic should change the way we look at national security

•   CNBC(Ron Insana): Rebuilding the American economy to bring peace and prosperity to all

•   CNN(Beth Ann Bovino): How we can add $5.7 trillion to the US economy

•   MarketWatch(Paul Brandus): Record rise in unemployment casts a shadow over Trump’s re-election bid

•   MarketWatch(Simon Maierhofer): The stock market’s outlook is more bullish than you might expect

•   MarketWatch(Mike McGill): The M&A market is grim — why that may be great news for some companies

•   Reuters(Andy Home): Copper gets a warning the worst may be yet to come: Andy Home

•   매경(사설): 두산重에 대규모 수혈, 기업 선제적 구조조정 속도 내야

•   한경(사설): 두산重까지 재생에너지 기업 만든다니…'원전 수출' 헛구호였나

•   조선(사설): 원자력 중추 기업 두산重을 풍력 회사로 만들겠다니

•   문화(사설): 文대통령의 여전한 탈원전·공수처 왜곡 인식

•   문화(김성훈): 공자금까지 퍼붓게 된 탈원전