Business Intelligence Monitor 200515

(Introduction)

[Markets]

•   Global: Equities edge higher, bonds rise on hopes of stimulus

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 외국인·기관 매도에 하락…1,920대로 후퇴

•   Metals: Copper falls as prolonged weak growth threatens demand

•   Grains: Corn, soy futures drift lower on favorable U.S. crop prospects

[Indicators]

•   US Weekly Jobless claims: Nearly Three Million Sought Jobless Benefits Last Week

•   China Apr. FDI: Coronavirus: foreign direct investment in China rises for first time since start of pandemic

•   한국 4월 ICT 수출: 4월 ICT 수출 128억달러…반도체 등 주력 품목 동반 부진에 15.3% 감소

•   한국 주간 아파트 가격(감정원): [아파트 시황] 서울 아파트값 하락폭 줄어

•   Japan Apr. Machine tool orders: Japan's machine tool orders fell to lowest levels since 2010 in April

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Global Coronavirus Deaths Pass 300,000 as U.S. States Further Ease Restrictions

•   WSJ: Why Big Investors Aren’t Betting It All on a Coronavirus Cure

•   WSJ: HHS Vaccine Expert Details Complaint in House Testimony

•   WSJ: Taiwan Firm to Build Chip Factory in U.S.

•   WSJ: States Were Prudent; Why They Need a Bailout Anyway

•   WSJ: Economic Shock of Virus Hit Lower-Income Households Harder, Fed Finds

•   WSJ: WTO Chief to Step Down One Year Early

•   WSJ: Coronavirus Drives 75% of Small Businesses to Seek Federal Aid

•   WSJ: Millions Are Calling About Unemployment Claims: What It’s Like to Be on the Other End of the Call

•   WSJ: Newsletter: ‘The Recovery May Come More Slowly Than We Would Like’

•   NYT: G.O.P. Defiance of Pennsylvania’s Lockdown Has 2020 Implications

•   NYT: The Pandemic Helped Topple Two Retailers. So Did Private Equity.

•   NYT: Here’s How Wuhan Plans to Test All 11 Million of Its People for Coronavirus

•   NYT: As Virus Ravages Budgets, States Cut and Borrow for Balance

•   NYT: Americans Keep Clicking to Buy, Minting New Online Shopping Winners

•   WP: Wisconsin Supreme Court strikes down governor’s extension of stay-at-home order

•   WP: Saudi Arabia's financial crisis, due to coronavirus and oil price decline, prompts austerity

•   FT: Trump threatens to cut off relations with China

•   FT: Macron summons Sanofi chief for claim US has ‘right to’ first Covid-19 jab

•   FT: Trump cheers court order lifting Wisconsin lockdown

•   FT: Oil supply expected to hit 9-year low after demand collapses

※   IEA: Oil Market Report - May 2020

•   FT: Germany faces €82bn tax receipts shortfall because of coronavirus

•   FT: Ousted US health official highlights risks of rushing out vaccine

•   FT: US airlines eye job cuts once bailout strings expire

•   FT: BoE is financing UK’s coronavirus measures, Bailey acknowledges

•   FT: Brussels tells UK it must honour EU free-movement rules

•   FT: Why Brexit divorce deal still hangs over EU-UK future-relationship talks

•   FT: Reshoring should be driven by business, not politics

•   FT: Eastern hope survives in EU’s coronavirus gloom

•   FT: French business chief predicts decline of Parisian dominance

•   FT: Resilient builders lay foundation for German economy to outperform

•   FT: China’s record Brazil soyabean imports impede US trade target

•   FT: UK plan to cut US farming tariffs sparks ministerial spat

•   FT: The big restart: how businesses in England are coming out of lockdown

•   FT: Inside Trump’s coronavirus meltdown

•   FT: Chinese companies under fire as side bets on stocks turn sour

•   FT: ‘People’s vaccine’ for coronavirus must be free, leaders urge

•   FT: Mortgage market springs back into action

•   FT: Why vaccine ‘nationalism’ could slow coronavirus fight

•   Bloomberg: Second Waves Are Plaguing Asia’s Virus Recovery

•   Bloomberg: India’s 50-Day Lockdown Brings Misery as Virus Numbers Surge

•   Bloomberg: Pressure Is Building on the Yuan Ahead of Key Political Meeting

•   Bloomberg: Japan’s Slide Into Recession to Be Confirmed With Worse to Come

•   Bloomberg: Senate Passes Uighur Human Rights Bill in Latest Shot at China

•   Bloomberg: Coronavirus Spurs Spike in Serious Blood Disorder in Children

•   Bloomberg: Why Gulf Dollar Pegs Are Strained by Oil and Virus: QuickTake

•   Bloomberg: Economists See Georgia’s Reopening as ‘Bellwether’ for Nation

•   Bloomberg: Fed Is All In: Here Are the Key Features of Its Lending

•   Bloomberg: BlackRock CEO Fink Told Trump U.S. Needs Infrastructure Spending

•   Bloomberg: Latest U.S. Jobless Claims Report Marred by Inaccuracy, Quirk

•   Bloomberg: Banks Refusing to Lend in India Prompt $62 Billion Rescue Deal

•   Bloomberg: Dollar Reigns Supreme During Virus Crisis With Yuan Stuck in Shadows

•   Bloomberg: The Virus Isn’t the Only Problem for Germany’s Nose-Diving Economy

•   Bloomberg: BOE Not Considering Negative Rates Right Now, Bailey Says

•   Bloomberg: Kuroda Hints Cutting Rates May Now Rank Lower in BOJ Toolkit

•   Bloomberg: U.K. Borrowing Set to Pass $360 Billion Amid Virus Blow

•   Bloomberg: Russians Struggling to Survive Add Pressure to End Lockdown

•   Bloomberg: Trump Sees Unemployment Rate Worse Than 10% Until September

•   Bloomberg: Eskom Considers Delaying Closure of Three Coal-Fired Plants

•   Bloomberg: Coal’s U.S. Downfall Is a Lesson for Power Markets

•   Reuters: U.S. sails warship near Taiwan a week ahead of presidential inauguration

•   Reuters: Trump pivots to embrace a strong U.S. dollar

•   Reuters: Hungary could end emergency powers in late June: top Orban aide

•   Reuters: Italy's daily coronavirus death toll and new cases climb

•   Reuters: Putin says fourth minister had coronavirus after cases pass 250,000

•   Reuters: U.S., China deadlock over U.N. coronavirus action deepens

•   Reuters: Exclusive: Tesla's secret batteries aim to rework the math for electric cars and the grid

•   CNN: Intel wants to help US officials boost chipmaking on American soil

•   CNBC: Coronavirus: WHO warns it could take up to 5 years to control pandemic

•   CNBC: Global funds invest more in China as coronavirus spreads to the rest of the world

•   CNBC: Coronavirus: Goldman Sachs on Federal Reserve, negative interest rates

•   CNBC: Coronavirus: California unemployment could peak near 25% with 4.6 million claims filed so far

•   CNBC: US automakers, set to reopen factories Monday, wait and watch on word from Mexico

•   Fox Business: $1.6T in century-old Chinese bonds offer Trump unique leverage against Beijing

•   SCMP: New coronavirus outbreaks in China’s rust belt spark fears for struggling provincial economies

•   SCMP: China opens up to US barley, blueberry shipments days after restricting Australian beef, barley exports

•   SCMP: China hits out at US coronavirus research hacking claims as tensions flare

•   SCMP: What will China’s Covid-19 new normal look like? Health chiefs paint a cautious picture

•   SCMP: Coronavirus: China voucher scheme to revive retail hits the buffers, sparking debate about cash payments

•   SCMP: China economy: latest data about world’s second largest economy

•   SCMP: Coronavirus economic impact: China requires greater budget support, finance minister says

•   Global Times: China’s economy to show signs of significant improvement in April: analysts

•   Global Times: China’s 2020 fiscal deficit target to exceed 3%: economists

•   Global Times: China’s rare earth exports drop 20-30%, crippled by COVID-19 outbreaks abroad

•   매경(P1): 수출中企 "한달간 공장 겨우 사흘 돌렸다"

•   매경: 부산항엔 수출취소된 재고만 쌓여…中企"곧 폐기해야 할 판"

•   매경: 수출중기 "매출 80% 줄었다며 은행서 대출 2억원도 안해줘"

•   매경(P1): 靑 이어 정부도 "원격의료 적극 추진"

•   매경: "코로나가 부른 `극단적 고립주의`…글로벌 공조 절실"

•   매경: 기업 정년 3년 연장했더니…노인일자리 3개↑청년 1개↓

•   KDI: 정년 연장이 고령층과 청년층 고용에 미치는 효과

•   매경: 삼성·LG디플, QD·OLED 사업전환 마무리

•   매경: 삼성·LG `폰값 부풀리기`…공정위, 현장조사 전격 착수

•   매경: 소형 드론이 음식배달…코로나사태로 5배 늘었다

•   매경: [줌 인 해외부동산] 코로나 `위기` 美주택시장…투자하기엔 어느때보다 `좋은 위기`

•   한경(P1): 주문 밀려도 공장은 '5시 칼퇴'…"중국에 일감 다 빼앗겨"

•   한경: 일 몰릴 땐 '연장근로' 가능하지만…원청 노조가 반대하면 '그림의 떡'

•   한경: 손경식 "일자리 지키려면 노동시장 리뉴얼 필요"

•   한경(P1): 3년간 공무원 8만명 늘린 정부, 올해도 6만3000명 더 뽑는다

※   기재부: 제3차 비상경제 중앙대책본부 회의 개최

•   한경: 문재인 정부 3년간 늘린 공무원, 李·朴정부 9년간 늘린 수의 1.5배

•   한경: 적자 늪' 철도公·한전도 채용 더 늘린다

•   한경: 정부가 만드는 '디지털 알바' 55만개 살펴보니…

•   한경: 20일 마지막 20대 국회 본회의…고용보험법·취업촉진법 처리

•   한경: 저소득 구직자 월 50만원' 시행까지 산 넘어 산

•   한경: 한은, 저신용 회사채·CP 매입 위해 産銀 통해 '징검다리 대출'

•   한경: 저신용 회사채 매입할 SPV 운영 주체 놓고…韓銀-정부 막판까지 '떠넘기기'

•   한경: 성윤모 "해외 가려다 국내 투자해도 유턴기업으로 인정할 필요"

•   한경: 삼성 평택2공장 건설현장 직원 확진 판정…30조 반도체 공사 현장이 멈췄다

•   서경(P1): 文 "죽음의 계곡 넘어야"... 스타트업 지원펀드 조성

•   서경: 거래제 도입 4년만에···온실가스 배출량 첫 감소

•   서경: [단독] 이재용 삼성 부회장, 이달말 비메모리 추가베팅안 내놓는다

•   서경: 현대·기아차, 18일 해외 모든 공장 돌린다

•   서경: 개미들 이번엔 '천연가스ETN 늪' 빠지나

•   조선(P1): 美 이어 日도 원전 살리기, 한국만 거꾸로

•   조선: 유턴한 일본… 원전 재가동 승인, 후쿠시마 이전으로

•   조선: 치고나간 러시아… 해외서 10년치 일감 164조원 수주

•   조선: 탈원전 34년, 核강국 미국의 굴욕… 스스로 원전 짓지도 못한다

•   조선: 외국인은 bye korea, 이번달만 벌써 2조원 팔아치웠다

•   조선: 적자국채 발행이 재정건전성 지키는 방법이라는 靑 경제수석

•   조선비즈: "불안할 땐 현금"… 부동산 내다파는 은행들

•   조선비즈: “두산重, 공기업화 해달라"…자구안에 반발나선 두산 노조

•   중앙(P1): "한국, 현금 살포 의존말라" IMF서 날아온 경고

•   중앙(P1): 교육부 “고3 등교 연기 검토 안한다”

•   동아(P1): 총선 이후 처음 개헌 언급한 文대통령… “개헌 논의땐 헌법에 5·18정신 담겨야”

•   동아(P1): 학원강사 관련 확진 14명… 중고생이 9명

•   동아: ‘그린뉴딜’까지 꺼내든 당청… 靑 “MB때 4대강 사업과 다를 것”

•   동아: 韓 “방위비 5년계약 하자”… 트럼프 “13억달러 1년계약” 역제안

•   동아: “미래차 배터리 잡아라”… 韓-日 주도권 싸움 가열

•   문화: 삼성-현대차, 車반도체도 협업 나설까

•   국민(P1): [단독] 서울시 재난생활비 90% 이상 생필품·의식주에 쓰였다

•   머니투데이(P1): [단독]해양수소경제 청사진 나왔다…300만t 수소항만, 부·울·평 각축

•   머니투데이(P1): 성윤모 "그린뉴딜 2~3년내 성과낼 사업들로…수소경제도 속도"

•   머니투데이: "청소트럭도 택시도 수소"…현대차 수소전기車 사업 더 넓힌다

•   머니투데이: "코·나·차스닥 가즈아~" 기술주 상승에 불 지핀 코로나19

•   머니투데이: 바리스타로봇-서빙로봇, 손발이 척척 맞네

•   머니투데이: "전기차·배터리, 코로나에도 안 꺾인다"…LG화학 독보적 선두 기대

•   헤럴드경제(P1): 터키의 SOS…통화스와프 공식요청

•   파이낸셜뉴스(P1): 보유세 폭탄에 코로나.. 1억 깨진 강남 초고가

•   파이낸셜뉴스: "脫중국 글로벌 기업 모셔라" 동남아 파격 인센티브 경쟁

•   아시아경제(P1): 車·정유·항공…은행권, 코로나發 위기업종 여신 '현미경 점검'

•   아시아경제(P1): 대우건설, 나이지리아 LNG플랜트 5兆 수주

•   아시아경제: 대출 받고나서 현금 쌓아놓는 기업들

•   아시아경제: [코로나 대변혁]"리쇼어링 당근책, 대기업엔 규제완화…中企엔 자금지원"

•   아시아경제: [코로나 대변혁] 효율성보다 안정성 'GVC 새판 짜기'

•   아시아경제: 그린뉴딜, 그린피스 제안 따라가나…"경제회생 전략에 기후보호 반드시 포함"

•   아시아경제: "10년 걸리는 백신개발, 팬데믹에 6~18개월로 단축"

•   디지털타임스(P1): 무섭게 오른 전셋값 부동산 규제 부작용 세입자 부담만 키워

•   이데일리: 北, 지난해 핵 개발에 7500억원 이상 썼다

•   이데일리: 채권단, 두산에 '3년 여유시간' 준다

•   이데일리: 실적 좋아졌는데 주가는 '뚝'…연결 재무제표의 함정

•   이데일리: "배당 왜 이렇게 적지?"…연결 재무제표가 주는 착시효과

•   연합: ㈜두산 1분기 3천800억원 순손실…두산重 대규모 적자낸 듯

※   (주)두산: 1/4분기 ㈜두산 경영실적

•   뉴시스: 30대 그룹 비영리법인 124곳 주식 보유...삼성 공익재단 주식가치 1조7000억 넘어

•   뉴스핌: 두산 이사회, 자구안 논의 미룬 듯..."매각 등 확정된 바 없다"

•   뉴스1: 전기차, 긴 충전시간에 비싼 가격…현대차, 망설이는 고객 잡기에 총력

•   CEO스코어데일리: 한전, 차세대 '부유식 해상풍력발전' 기술개발 나선다

•   EBN: SK이노, 1년 만에 배터리 생산능력·출하량·점유율 급성장

•   뉴데일리: 이쯤되면 他求案… 두산 앞서가는 매각·증자說에 곤혹

•   일간스포츠: 발 빼고 있는 SK 오너가, 두산 계열사에 대한 관심 접었을까

•   데일리메디: 중앙대병원 교수 90%·직원 80% "광명병원 안가요"

•   Windpower Monthly: Renewables sector in EU permitting plea

•   Equipment Journal: All construction is allowed to resume in Ontario

•   건설경제: 8兆 체코 원전 수주전 본격화

•   OilPrice.com: Renewable Energy Sector Sheds 600,000 Jobs In Pandemic

•   OilPrice.com: Oilfield Services Stocks Lose Half Their Value In 2020

•   MINING.com: Vale operating license suspended in Brumadinho - MINING.COM

•   Verge: Tesla’s readying a ‘million mile’ battery that could greatly lower the cost of EVs

•   전자신문(P1): 코로나 선방한 현대차그룹, GM 추월 '세계 4위' 질주

•   전자신문: SK텔레콤, 세계 최초 양자보안 5G 스마트폰 '갤럭시A 퀀텀' 공개

•   전자신문: [뉴스해설]갤럭시A 퀀텀 출시...SK텔레콤, 양자암호 B2C 진입 신호탄

•   전자신문: ['디지털 뉴딜 시대' 열자] <5>글로벌밸류체인(GVC)…韓, '세계 공장'으로 부상

•   전자신문: ['디지털 뉴딜 시대' 열자]코로나19에 GVC 쇼크…제조업 타격 불가피

•   전자신문: [이슈분석]글로벌 시장 6G 대전 시작

•   전자신문: [이슈분석]한국 2028년 6G 세계최초 상용화 목표

•   전자신문: [이슈분석]6G, 5G 10배 이상 속도···AI·위성통신 등 자유자재

•   전자신문: 제1회 수소모빌리티+쇼' 7월 1일 정상 개최

•   전자신문: 삼성-SK, 1분기 D램 시장점유율 73.4%…소폭 상승

•   전자신문: 발전 5개사 지난해 4.3조원 투자…LNG·열복합 건설 및 신재생 설비 강화

•   전자신문: 1분기 판매전력량 1.7% 감소…산업용은 2.3% 떨어져

•   Phone Arena: Samsung's Galaxy Note 20 and Note 20+ 5G could share a bonkers 'standard' feature

•   Phone Arena: Rumor: Huawei may launch a cheaper foldable this fall

•   Phone Arena: New report suggests Samsung's Galaxy S20+ actually sold pretty well in Q1

•   Network World: Gartner: IT spending will drop 8% as COVID-19 hits enterprise wallets

•   Robotics & Automation News: Robo taxis to accelerate autonomous public transportation

•   Robotics & Automation News: ABB releases ‘faster, higher payload’ delta robot

•   Robotics & Automation News: Kuka to supply 50 robots for production lines for e-mobility provider

•   Robotics Tomorrow: Mobile Robotics and Market Adaptations after COVID-19

•   Robot Report: Robotic rover uses ‘rear rotor pedaling’ to avoid sand traps

•   Modern Materials Handling: Lift Truck Innovation: In their own words

•   Nikkei Asian Review: Asia logistics attracts billions as post-pandemic winner

•   Nikkei Asian Review: Huawei teardown shows US ban made company turn to Chinese parts

•   Nikkei Asian Review: Nissan to cut capacity by 20% and close a plant in Spain

•   Nikkei Asian Review: Japan lifts emergency in most areas though Tokyo remains on alert

•   Nikkei Asian Review: Chip titan TSMC caught in crossfire between US and China

•   Mainichi: Japan to replenish virus-hit firms' capital with subordinated loans

•   Japan Times: Coronavirus might cost Japan over 1 million jobs, economists say

•   Japan Times: Japanese firms in unprecedented crisis due to coronavirus

•   Economic Times: RBI may have to monetise around Rs 7 lakh crore of stimulus package: BofA

•   Livemint: Govt unveils ₹2.46 tn cheap loans plan to revive farm economy

•   Business Standard: Stimulus will keep NBFCs and MFIs afloat, but won't be able to revive them

•   Business Standard: Subsidy extension to spur demand for affordable housing, say experts

•   Folha de S.Paulo: Brazil Registers 749 New Deaths from Coronavirus; Total Deaths Is 13,149

•   Folha de S.Paulo: Flaws in Brazil's Database of Death Records Hamper Analysis of Coronavirus Effect

•   Moscow Times: Ukraine Set for IMF Support After Approving Anti-Kolomoisky Banking Law

•   Jakarta Post: Explainer: New rules in revised Mining Law

•   Jakarta Post: Pandemic hits Indonesia’s push for inclusive growth: Bappenas

•   Jakarta Post: State-owned enterprises scramble to repay debts in time

•   Jakarta Post: West Java to ease restrictions amid signs of decline in new COVID-19 cases

•   Jakarta Post: Budget for public works and transportation slashed by Rp 54.8 trillion

•   Jakarta Post: BI, government to share debt burden to finance business rescue program

[Opinions]

•   Project Syndicate(Susan Athey, Kendall Hoyt, Michael Kremer): Everyone Wins from Vaccine Cooperation

•   FT(Editorial Board): Sweden chooses a third way on coronavirus

•   FT(Editorial Board): The dangers of a US-China financial war

•   FT(Lawrence Summers): Covid-19 looks like a hinge in history

•   FT(Philip Stephens): British exceptionalism has reached the end of the road

•   FT(Gillian Tett): Swamped bankruptcy courts threaten US recovery

•   FT(Edward Luce): The racial reality of America’s pandemic

•   FT(Martin Sandbu): The coronavirus downturn makes the worst-off suffer most

•   FT(Chris Giles): Goodhart’s law comes back to haunt UK’s Covid strategy

•   FT(Anita McGahan): We need a Financial Stability Board for health

•   WSJ(Brian H. Hook): We’re Ready to ‘Snap Back’ Sanctions

•   WSJ(Sadanand Dhume): Can Indian Manufacturing Capitalize on the Flight From China?

•   WSJ(Stacey Cunningham): The NYSE Will Reopen the Trading Floor

•   NYT(Nicholas Kristof): America’s True Covid Toll Already Exceeds 100,000

•   NYT(Charlie Warzel): How We Can Get the Next Phase of the Coronavirus Right

•   NYT(Marty Makary): How to Reopen America Safely

•   NYT(Aleszu Bajak, Jeff Howe): A Study Said Covid Wasn’t That Deadly. The Right Seized It.

•   WP(Paul Waldman): Yes, Donald Trump is to blame for this depression

•   WP(Josh Rogin): The world is waking up to the character of the Chinese Communist Party

•   WP(Greg Sargent): Coronavirus is now invading Trump counties in the swing states

•   WP(Brian Klaas): We need to prepare for the possibility of Trump rejecting election results

•   Bloomberg(David Fickling): The WTO Is Dead. Long Live the WTO

•   Bloomberg(Conor Sen): Coronavirus Is Going to Create New Real Estate Winners

•   Bloomberg(Noah Smith): Best Time to Reopen? Economists Are Just Guessing

•   Bloomberg(Andy Mukherjee): India Needs to Fire More Bullets Now, Aim Later

•   Bloomberg(Ferdinando Giugliano): Italy Learns a Hard Lesson on Face Masks

•   Bloomberg(Lionel Laurent): The Covid-19 Vaccine Fight Is Getting Ugly

•   Bloomberg(Noah Feldman): Wisconsin Lockdown Ruling Shows Right Wing's Paranoia

•   Bloomberg(Francis Wilkinson): Michigan’s Protests Inspire Trump, and Vice Versa

•   Bloomberg(Michael R. Strain): Good Economic News Is Coming and That’s Bad

•   Bloomberg(Dianne Feinstein): U.S. and Iran Need a Coronavirus Peace Plan

•   CNN(Kent Sepkowitz): Why is Russia's Covid-19 mortality rate so low?

•   CNN(Pehr Gyllenhammar): American businesses are letting down their workers

•   MarketWatch(Paul Brandus): Why the ‘great’ jobs market was always an illusion

•   MarketWatch(Satyajit Das): In a replay of 2008, toxic subprime loans could worsen this financial crisis

•   Nikkei Asian Review(Andy Crump): Japan's coronavirus response is flawed -- but it works