Business Intelligence Monitor 200519

(Introduction)

[Markets]

•   Global: Global shares, oil rally on vaccine hopes, lockdown easing

※   Stocks rally on potential COVID-19 vaccine

※   Oil surges as easing of lockdowns spurs recovery hopes

※   Gold hits seven-year peak, later slips on stock rally

※   Euro gains on proposed Franco-German recovery fund

※   Macro 백업표

※   Industry 백업표

•   UK: Pound sinks to bottom of G10 league table as Brexit fears return

•   한국: 코스피, 개인·기관 '사자'에 상승…1,930선 회복

•   Metals: Lockdown easing pushes copper to biggest daily gain in a month

•   Grains: U.S. wheat futures sink to 2-month low; soybeans, corn firm

[Indicators]

•   China Apr. House prices: China's housing demand further released in April as virus comes under control: NBS

•   한국 4월 항공 여객: 국내 항공 여객 지난달 135만명, 사상 최저 기록

•   한국 4월 부동산시장 소비자심리지수: 주택 매매시장 소비자심리지수 두달 연속 하락

•   Japan Q1 GDP: Japan’s Economy Fell Into Recession in First Quarter of 2020

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Cases Top 1.5 Million as States Ease Restrictions

•   WSJ: President Trump Says He Is Taking Hydroxychloroquine

•   WSJ: The Fed’s Big Challenge: Lending Directly to Businesses

•   WSJ: Fed’s Powell Says Economy Faces Long, Uncertain Recovery

•   WSJ: Newsletter: ‘You Wouldn’t Want to Bet Against the American Economy’

•   WSJ: Moderna Says Initial Covid-19 Vaccine Results Are Positive

•   WSJ: Uber Cuts 3,000 More Jobs, Shuts 45 Offices in Coronavirus Crunch

•   NYT: Inspector General’s Firing Puts Pompeo’s Use of Taxpayer Funds Under Scrutiny

•   NYT: State Dept. Investigator Fired by Trump Had Examined Weapons Sales to Saudis and Emiratis

•   NYT: Poor Countries Borrowed Billions from China. They Can’t Pay It Back.

•   NYT: SoftBank in Crisis Amid Record Losses

•   NYT: WeWork Wants a Rent Break. Its Customers Do, Too.

•   WP: $500 billion Treasury fund meant for coronavirus relief has lent barely any money so far, oversight commission finds

•   WP: Some energy firms that already were struggling got a lifeline in paycheck loans. But it’s temporary.

•   WP: China's Xi backs international investigation into covid origins, woos Africa

•   WP: Transit workers are paying a heavy price during the pandemic

•   FT: Xi seeks to cast China as guardian of global order

•   FT: Investigation of Obama and Biden over Russia inquiry unlikely

•   FT: Five robots that hope to save the US food supply chain

•   FT: Bundesbank sees early signs of recovery in German economy

•   FT: Germany and France call for €500bn EU recovery fund

•   FT: German car industry gets cold shoulder from Berlin

•   FT: Jumping into the next cycle

•   FT: US and EU contemplate reshaping WTO after Azevêdo’s departure

•   FT: The WTO’s main problems aren’t organisational: they are political

•   FT: Huawei says new US sanctions put its survival at stake

•   FT: Brexit talks head for reckoning on state aid after two sides trade blows

•   FT: More than a fifth of UK employers plan redundancies

•   FT: Investors test central banks’ stance on negative rates

•   FT: Businesses face test on ESG amid calls to ‘build back better’

•   FT: Trump campaign for US coal undermined by industry slump

•   FT: Taiwan trial offers hope for restoring international travel

•   FT: Coronavirus patients threaten to overwhelm Mumbai’s hospitals

•   FT: Crisis in Europe: von der Leyen’s audacious bid for new powers

•   Bloomberg: Oaktree’s Howard Marks Says Fed Support Isn’t Forever, Distress Coming

•   Bloomberg: Evercore Leans Bullish With Five Reasons Stocks Didn’t Tank

•   Bloomberg: China Is Days Away From Revealing If It Dumped Its GDP Growth Target

•   Bloomberg: More Than 15,000 Hong Kong Shops May Close Without Rent Relief

•   Bloomberg: Chinese Oil Demand Is Almost Back to Pre-Virus Crisis Levels

•   Bloomberg: China May Agree to Delay, Not Forgive, $150 Billion Africa Debt

•   Bloomberg: India, Bangladesh Prepare to Evacuate 5 Million From Cyclone

•   Bloomberg: Brazil, Now Fastest Growing Virus Hotspot, Is Only Getting Worse

•   Bloomberg: Blankfein Says U.S. Will Have to Suffer Through Spike in Viruses

•   Bloomberg: Joseph Stiglitz Sees Risk of Persistent Double-Digit U.S. Unemployment

•   Bloomberg: Fed Sees $500 Billion Muni Backstop Work Even Before Loans Made

•   Bloomberg: BOE Debate About Negative Interest Rates Is Stepping Up a Gear

•   Bloomberg: Rogue Businesses Go Underground to Dodge Virus-Era Restrictions

•   Bloomberg: Harvard’s Reinhart and Rogoff Say This Time Really Is Different

•   Bloomberg: Why the ‘Do-Nothing’ Phase Might Be Next in Trump’s Trade Wars

•   Bloomberg: America Is Becoming Japan, Not in a Good Way

•   Bloomberg: Europe’s Next Big Gamble: That Boris Johnson Will Blink First

•   Bloomberg: ECB’s Lagarde Says QE to Continue Despite German Court Ruling

•   Bloomberg: Thailand’s Economy Forecast to Contract as Much as 6%

•   Bloomberg: Unemployment Likely to Remain High Through 2021, Fed Study Says

※   FRBSF: Federal Reserve Bank of San Francisco | An Unemployment Crisis after the Onset of COVID-19

•   Bloomberg: Trump’s China Rhetoric Is the Next Big Risk for Emerging Markets

•   Bloomberg: Indonesia’s Budget Deficit to Widen to 6.27%, Indrawati Says

•   Bloomberg: South African Lockdown Antipathy Puts Ramaphosa on Back Foot

•   Bloomberg: $277 Billion Package May Not Give Immediate Boost to India

•   Bloomberg: Over 100 Million in China’s Northeast Thrown Back Under Lockdown

•   Bloomberg: Companies Worth $2 Trillion Are Calling for a Green Recovery

•   Bloomberg: Climate Change May Double the Risk of Breadbasket Failures

•   Bloomberg: Next U.S. Solar Fight May Put State Subsidies in Federal Hands

•   Reuters: In race to COVID-19 drugs, EU may fast track remdesivir sale before U.S.

•   Reuters: Trump says he is considering restoring some funding to WHO, no decision made

•   Reuters: U.S. auto industry returns to life after lockdown

•   Reuters: Orban's government expects emergency powers to end by early June

•   Reuters: Germany hopes to end global travel warning in June, but no return to normal

•   Reuters: Erdogan announces Turkish lockdown over religious holiday

•   Reuters: UAE to expand nightly coronavirus curfew, allow more residents to return

•   Reuters: Freeport cuts workforce at Grasberg mine as coronavirus cases in area rise

•   CNN: For small businesses, survival may hinge on closing streets

•   CNN: Ford, GM and Fiat Chrysler gradually restart US factories

•   CNN: Premarket stocks: The recovery from coronavirus could take years

•   CNBC: Traders feared June oil futures would go negative, instead they expire Tuesday possibly above $30

•   CNBC: Apple's retail reopening plan: Temperature checks, mandatory masks

•   CNBC: Traders feared June oil futures would go negative, instead they expire Tuesday possibly above $30

•   CNBC: Morgan Stanley sees ‘millions of doses’ of coronavirus vaccine available by the fall

•   MarketWatch: Over 4 million Americans are now skipping their mortgage payments

•   Fox Business: Coronavirus-induced job losses: Is the worst behind us?

•   Fox Business: Americans are cutting spending in key areas, and it could slam the economy

•   Fox Business: Most of $500B Treasury fund for coronavirus relief hasn't been distributed, oversight commission finds

•   SCMP: Exclusive | Why Hong Kong’s security legislation could fuel China-US tensions

•   SCMP: China confirms tariff of over 80 per cent on Australian barley exports

•   SCMP: Coronavirus, US-China decoupling prompt Beijing to unveil new western development plan

•   SCMP: China muted on Huawei retaliation, Australia dispute amid ‘unprecedented’ trade challenges

•   매경(P1): 데이터3법 풀었지만…시행령이 `족쇄`

•   매경: [세종 인사이드] `재난` 두글자 때문에…희비갈린 행안부·복지부

•   매경: LNG로는 전기료 상승 뻔한데…초강력 `탈석탄` 강행하는 정부

•   매경: 현대차는 3D·모빌리티, 삼성은 AI…뻗어나가는 사내벤처

•   매경: 올해 밴 플리트상에 대한상의

•   매경: 2년 연속 떨어진건 단 세번뿐…코스피, 경제위기뒤 더 올랐다

•   한경(P1): "연내 코로나 치료제 내겠다"…K바이오 총력전

•   한경(P1): 반도체 新냉전 속 중국 찾은 이재용

•   한경: 이재용, 코로나 이후 글로벌 CEO로는 첫 中 방문…"때를 놓치면 끝장"

•   한경: 2017년 7월 1일 삼성전자에 '몰빵'한 1억, 얼마 됐을까

•   한경: 주 52시간·최저임금 개선 법안 사실상 폐기 수순

•   한경: 너도나도 "한국판 뉴딜"…요구액만45兆

•   한경: 두산, 수소연료전지 드론·협동로봇 양산 나서

•   서경(P1): 투기등급 기업도 ABS 발행한다

•   서경: 특허로도 ABS 발행···스타트업·中企 1,200곳 자금조달 숨통 튼다

•   서경: 자금조달 증권사에 책임 강화···유동화자산 5% 직접 보유해야

•   서경(P1): [단독]수주절벽에···수출지원액 집행 10%도 안돼

•   서경: 코로나로 글로벌 발주 뚝...수출지원대책 '그림의 떡'

•   서경: 코로나로 급감' 학원·음식점 매출 전년수준 회복

•   서경: 은행 연체율 소폭 하락···코로나 아직 반영 안됐나

•   서경: LG폰의 무한 변신...물방울부터 롤러블까지 ‘승부수’

•   서경: 갈 곳 못찾는 돈···MMF 150조 돌파

•   조선: 두산重, 6000명 중 400명에 '연말까지 휴업' 통보

•   조선비즈: 현대家 형제가 쓸어담는 정비사업 수주… 뒤쫒는 롯데, 복귀한 삼성 기싸움 '치열'

•   조선비즈: 기업 대출 폭증했지만… 은행권 대출한도 아직은 여유

•   중앙: 삼성전자 임원 10명 중 넷이 40대

•   동아(P1): 수도권 입지규제 풀어 ‘기업 유턴’ 추진

•   동아: 수도권 규제 풀어 기업투자 유도… 지방 반발이 변수

•   동아: 이태원 클럽 갔던 베트남인 확진자, 부천 나이트클럽-노래방 등 들러

•   문화: 주요기업 “하반기, 최악 ‘경제 코로나 쓰나미’ 온다”

•   문화: 3차추경땐 올해 556兆 쓰는 정부… 총지출 증가율 ‘사상 최고’

•   머니투데이: 코로나가 앞당긴 현금없는 세상, 한국 '디지털화폐' 나올까

•   머니투데이: 9월부터 또 걱정…재난지원금 다쓰면 2차 나올까

•   머니투데이: 배달로봇, 수술로봇…코로나에 '로봇' 뜬다는데, 주식 사볼까

•   머니투데이: S20 부진 매운다…삼성, A시리즈 줄줄이 출격

•   더벨: 두산솔루스 매각 속도…실사 진행

•   헤럴드경제(P1): 상폐 위기 쌍용차, 비핵심 자산 더 판다

•   헤럴드경제(P1): “침체 장기화 우려…고용·기업안정 집중”

•   헤럴드경제: “퍼펙트 스톰 우려…‘메이드 인 코리아’ 부상 기회 만들어야”

•   헤럴드경제: “고용절벽 지속…청년취업, 연말 내년초 매우 어려워질 것”

•   헤럴드경제: 밸류체인 붕괴 ‘위기를 기회로’…한국 제조업 ‘다시 한 번’

•   헤럴드경제: 車 부품사 94% 투기 등급…100대업체 중 46곳 ‘빚’에 허덕

•   파이낸셜뉴스(P1): 코로나 쇼크에 50대 '알바 이모'부터 짐쌌다

•   파이낸셜뉴스: 두달 새 일자리 102만개 사라졌다…외환위기보다 빠르게 감소

•   파이낸셜뉴스: 홍남기 "민간투자 늘리는 규제혁파 발굴하라"

•   아시아경제(P1): "대기업도 빚내서 버틴다" 1분기 기업부채 폭증

•   아시아경제(P1): [단독]신재생 보급사업은 '무법지대'? 감사서 무더기 적발

•   아시아경제: 눈먼 돈' 전락한 신재생에너지 사업…그린뉴딜도 졸속 우려

•   아시아경제: 하반기 경제정책방향 부처 간 조율 시작…최대 난제는 일자리·고용유지

•   아시아경제: 재계 "규제 개선·투자 촉진 공약부터 입법해야"

•   아시아경제: 거대여당 기업법안 속도낼까, 감속할까

•   아시아경제: 서울 집값 어디로…"바닥 다지기 vs 추가 하락 불가피"

•   이데일리(P1): [HUG 독점폐해]①“갑질 못 참겠다”…‘제2보증사’ 설립한다

•   이데일리: [HUG 독점폐해]②[단독]"보증 서줄테니 사업 '바꿔라'"…또 갑질의혹

•   이데일리: [HUG 독점폐해]③高보증수수료에 휘청대는 지방건설업체들

•   이데일리: [HUG 독점폐해]④엿장수 '분양가 심사'에 뿔난 조합

•   이데일리: [줌인]K-방역에 감탄한 빌 게이츠..韓기업에 잇따라 뭉칫돈

•   이데일리: 韓반도체 40%는 중국행…화웨이 무너지면 삼성·SK도 타격

•   이데일리: 한은, 사상 첫 비은행 대출 보름째 '0건'…"시장 안전판" Vs "실효성 의문"

•   이데일리: 지원기업 '0'…속도 못내는 회사채 신속인수제

•   이데일리: "2분기에도 1위 지킬까"…LG화학의 '불안한' 전기차 배터리 선두

•   뉴스1: "커피 배달왔습니다"…나가보니 '로봇'이 떡하니

•   뉴스웨이: [배터리에 꽂힌 총수들]재계, 미래 먹거리 0순위…전기車 2차전지 집중 투자

•   이투데이: 매각설 불구…두산 '효자형제', 3년간 1.1조 투자한다

•   CEO스코어데일리: 발전5사 국내 태양광설비 신설, 1분기 분기 첫 1GW 돌파

•   아주경제: ​‘알짜자산’ 두산솔루스, 매각 장기전 불가피

•   이뉴스투데이: ‘가스터빈‧풍력’ 승부수 띄운 두산重…‘밑 빠진 독에 물 붓기’ 우려

•   팍스넷뉴스: [위기의 두산중공업] 채권단, 두산인프라 "팔아라" vs 오너家 "못내놔"

•   문화저널21: [단독] 두산重, 사원·대리까지… ‘명퇴가 미래다’ 악몽의 부활

•   위키리크스한국: [WIKI 수첩] 산업·수출입은행, '두산 지원 혈세 투입 논란' 경계해야

•   스포츠한국: 두산 베어스 매각설, 신빙성 있나

•   reNews: UK renewables pipeline 'nears 39GW'

•   Windpower Monthly: EU Green Deal a ‘blueprint’ to recovery

•   에너지경제: 9차 수급계획 '전력 수요 감소', 에경연 '대폭 늘어날 것'

•   에너지데일리: "월성 맥스터 증설 지역공론화, 경주시민 찬성해달라"

•   KHL: Construction to resume in Singapore

•   KHL: Construction’s ‘new normal’

•   KHL: US construction output to drop 6.6% this year

•   OilPrice.com: Iran Warns The U.S. Not To Interfere With Venezuelan Fuel Shipments

•   OilPrice.com: Are Oil Prices Rising Too High Too Soon?

•   MINING.com: Covid-19 impact on iron ore market — report

•   전자신문: LGD, 파주 P10에 OLED용 노광기 추가 반입…광저우 팹 정상화는 '안갯속'

•   Phone Arena: China invests $2.2 billion in domestic foundry SMIC

•   Phone Arena: Newest iPhone 12/Pro 5G leak details upgraded OLED displays

•   Inside EVs: European Countries Listed By Plug-In Electric Car Market Share In Q1 2020

•   Robotics & Automation News: Boston Dynamics provides its canine robot in the fight against coronavirus

•   Robotics & Automation News: ABB offers customized digital tools and start-up service as world gets back to work

•   Robotics Business Review: The Top 50 Warehouse Automation Companies – 2020

•   Robot Report: How robots can help manufacturers adapt post COVID-19

•   로봇신문: 다중 소재 3D 프린팅으로 제작된 소프트 로봇 손가락

•   로봇신문: 2021년 중국 산업용 로봇 시장 70억 달러 돌파

•   Inbound Logistics: Carbon Neutrality Is Shaping the Fleets of the Future

•   Nikkei Asian Review: Tesla and Panasonic reopen talks on Gigafactory investment

•   Nikkei Asian Review: Asia faces financial health check after going big on stimulus

•   Livemint: Coronavirus update: COVID-19 cases in India cross 96,000, over 5,000 new cases in last 24 hours

•   Business Standard: Lockdown extension was expected; stimulus measures are a disappointment

•   Business Standard: Govt measures consist of reforms that need not have waited for Covid-19

•   Business Standard: Lockdown 4.0: Govt lists parameters for states to mark Covid-19 zones

•   Business Standard: Coal India under pressure, declines 6% as govt ends monopoly in coal mining

•   Business Standard: Economic package a lost opportunity; FY21 GDP to contract 7%: Bernstein

•   Business Standard: Post stimulus, fiscal deficit of Centre, states to be at 12% of GDP: Report

•   Business Standard: Indian economy to contract 5-7% in FY21: Bernstein, Goldman Sachs

•   Folha de S.Paulo: Brazil Exceeds 240k Infections and 16k Covid-19 Deaths

•   Folha de S.Paulo: Bolsonaro Provokes New Protest, but Avoids Attacking Government Branches

•   Moscow Times: Profit Slumps Herald More Trouble Ahead for Russia’s Corporate Giants

•   Jakarta Post: Govt rolls out $43b stimulus in bid to rescue economy

•   Jakarta Post: Indonesian firms prefer to seek funding from debt market: Bloomberg

•   Jakarta Post: Investors turn to government bonds amid market uncertainty

•   Myanmar Times: Myanmar GDP estimate to be slightly reduced

•   Myanmar Times: Despite COVID-19, China urges Myanmar to move forward with BRI project

[Opinions]

•   Project Syndicate(Bertrand Badré, Mathilde Lemoine): Europe's COVID Crossroads

•   Project Syndicate(Benjamin J. Cohen): The Pandemic Is Shaking the Dollar’s Supremacy

•   Project Syndicate(Stephen S. Roach, Weijian Shan): The Fable of the Chinese Whistleblower

•   Project Syndicate(Robert Skidelsky): The Unspoken Reason for Lockdowns

•   FT(Editorial Board): The WTO is needed today as much as ever

•   FT(Gideon Rachman): The EU must retreat to survive

•   FT(Robert Shrimsley): Complacency and panic define Johnson’s strategy

•   FT(Patrick Jenkins): We will need banks to stay healthy and survive the crisis too

•   FT(Natasha Landell-Mills): Investors should ask if carbon promises are just hot air

•   FT(Monica de Bolle): A basic income scheme for the developing world

•   FT(Patti Waldmeir): The jobs at risk of extinction

•   NYT(Anna Sauerbrey): Germany Is Reopening. And Learning a Tough Lesson.

•   NYT(Michael R. Strain): The American Dream Is Alive and Well

•   NYT(Paul Krugman): We Should Help Workers, Not Kill Them

•   WP(Editorial Board): Did Sweden make the right call on limiting its lockdown?

•   WP(Max Boot): Trump is using the coronavirus as a cover to abuse his authority

•   WP(Jennifer Rubin): The best case scenario isn’t all that good

•   WP(Greg Sargent): Democrats have a big opening to hit the GOP over Trump’s tax cut

•   WP(Michael Gerson): The coronavirus pandemic is developing in the shadow of famine. The combination would be deadly.

•   WP(Lyman Stone): The key tool to a safe opening is not social distancing

•   Bloomberg(Mohamed A. El-Erian): How People Re-Engage in the Economy Matters

•   Bloomberg(Daniel Moss): Central Banks Have Let the Genie Out of the Bottle

•   Bloomberg(Noah Smith): Coronavirus Debt Isn’t as Scary as Government Bungling

•   Bloomberg(John Authers): Markets Have Much More to Worry About Than Covid

•   Bloomberg(Ferdinando Giugliano): Merkel and Macron Make a Stunning Coronavirus Proposal

•   Bloomberg(Mark Gilbert): Let Libor Survive the Virus to Die Another Day

•   Bloomberg(Matthew A. Winkler): Investors Don’t Share Trump’s Scorn for Blue States

•   Bloomberg(Ash Alankar, Myron Scholes): Options Market Signals a Dire Picture for Stocks

•   Bloomberg(Carl Pope): Coronavirus Bails Out the Oil Patch

•   CNN(Jeffrey Sachs): We're already in a Great Depression

•   Fox News(Steve Chabot): Coronavirus death toll – recognize this simple truth about China, and act accordingly

•   한겨레(황분희): 원전 앞에 사는 할머니 이야기