Business Intelligence Monitor 200526

(Introduction)

[Markets]

•   Global: German sentiment survey boosts stocks, Europe focuses on recovery fund

※   Macro 백업표

※   Industry 백업표

•   US: Dow futures jump more than 200 points on hopes of a coronavirus vaccine

•   China: China Sets Yuan Fix at Weakest Since ‘08 After Currency Drop

•   한국: 미중 갈등 격화에도 코스피 상승 마감…1,990선 회복

•   한국: 한국판 '그린뉴딜'에 재생에너지·2차전지주 온도차

•   한국: 국채금리 최저…시장선 금리인하 베팅

•   Metals: Shanghai copper slips for second day as U.S.-China tensions simmer

[Indicators]

•   Global Mar. Trade Volumes: Global Trade Volumes Fall the Most in More Than a Decade

•   Germany May Ifo Business Climate Index: German business expectations pick up as lockdown is lifted

•   한국 5월 소비자동향: 재난지원금 효과?…5월 소비자심리지수 6.8p '반등'

•   Hong Kong Apr. Balance of Trade: Hong Kong Exports Tumble in April as Virus Disrupts Commerce

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: For Economy, Worst of Coronavirus Shutdowns May Be Over

•   WSJ: Poor Countries Weigh Easing Lockdowns as Coronavirus Cases Continue to Rise

•   WSJ: Bosses Begin Testing Workers for Covid-19

•   WSJ: Mortgage Credit Tightens, Creating Drag on Any Economic Recovery

•   WSJ: Steep Drop in Trade Flows Shows Pitfalls of Cross-Border Supply Chains

•   WSJ: In Coronavirus Fight, Uncertainty Emerges as New Enemy

•   WSJ: Germany, Lufthansa Agree on $9.8 Billion Bailout

•   WSJ: German Court Orders VW to Compensate Customers Over Emissions Scandal

•   WSJ: Italian Leaders Threaten to Reimpose Restrictions After Sunshine Draws Out Crowds

•   WSJ: New Clusters of Infections Complicate European Efforts to Reopen Economies

•   WSJ: Wuhan Tests Nine Million People for Coronavirus in 10 Days

•   WSJ: Novavax Coronavirus Vaccine Begins Human Testing

•   NYT: Trump Tweets and Golfs, but Makes No Mention of Virus’s Toll

•   NYT: Trump Threatens to Pull Republican National Convention From North Carolina

•   WP: While U.S. struggles to roll out coronavirus contact tracing, Germany has been doing it from the start

•   FT: China seeks to reassure investors rattled over HK security law

•   FT: US shale industry braces for wave of bankruptcies

•   FT: Europe eclipses China in electric vehicle investment

•   FT: Brussels looks to new taxes to pay off pandemic recovery debt

•   FT: Poland’s supreme court appointment sparks political dispute

•   FT: Jim O’Neill in talks to help boost Boris Johnson’s ‘levelling-up’ agenda

•   FT: Qatar pushing ahead with LNG expansion despite slumping demand

•   FT: European consumers stockpile savings, adding to economic drag

•   FT: Cape Town emerges as African Covid-19 hotspot

•   FT: UK tourism holds out hope for ‘staycation’ boost

•   FT: UK and EU fund managers at odds over Mifid II revamp

•   FT: HSBC board rethinks overhaul and seeks even sharper cuts

•   FT: Boris Johnson sorry for public anger after Cummings defends trips

※   Prime minister stands by aide and announces new plans to reopen shops next month

•   FT: EU watchdog hopeful most banks can absorb €380bn pandemic hit

•   FT: Some Americans fear their jobs will be lost forever

•   FT: ‘Never waste a crisis’: inside Saudi Arabia’s shopping spree

•   FT: Just one in 10 fund managers expect V-shaped recovery for US economy

•   FT: UK bailout schemes could create coronavirus debt trap, warn banks

•   Bloomberg: WHO’s Hydroxychloroquine Trial Suspended Pending Safety Data

•   Bloomberg: China Says Hong Kong Judiciary to Stay Independent Under New Law

•   Bloomberg: China Strongly Condemns U.S. Blacklisting Dozens of Its Firms

•   Bloomberg: Global Oil Demand Has Yet to Peak, Energy Watchdog Predicts

•   Bloomberg: A World Awash in Subsidies Threatens New Tariff Wars

•   Bloomberg: Three Sovereign Debt Experts Explain How the World Can Instantly Bring Aid to Emerging Markets

•   Bloomberg: Plan to Send Solar Power From Australia to Singapore Moves Forward

•   Bloomberg: Virus Vaccine Maker’s Bubble Bursts After Stock Crashes

•   Bloomberg: I Took One of India’s First Flights in Months. It Was Surreal

•   Bloomberg: Why China Uses ‘Special Debt’ to Help Economy Recover

•   Bloomberg: Europe’s Debt Reckoning May Mean Tough Choices on Who to Tax

•   Bloomberg: Rival Plans for EU Crisis Fund Signal Bumps in the Road to Come

•   Bloomberg: EU Weighing Next Steps After German Top Court’s Ruling on ECB

•   Bloomberg: Significant Stimulus Needed to Rebuild Economy, Poloz Says

•   Bloomberg: New Bank of Canada Governor Faces Stagflation, Rosenberg Says

•   Bloomberg: Economists See China Holding Stimulus in Check Amid Uncertainty

•   Bloomberg: Brazil Toughens Rules to Avoid U.S.-Style Disruptions

•   Bloomberg: China Defends Tariffs on Australia Barley’s as Relations Sour

•   Bloomberg: ECB’s Villeroy Says More Stimulus Is Probably on the Way

•   Bloomberg: Nigeria Economy Boosted by Higher Oil Flows

•   Bloomberg: Business Cheers Plans to Reopen South Africa’s Economy

•   Reuters: WHO warns of 'second peak' in areas where COVID-19 declining

•   Reuters: German government, regions tussle over reopening from lockdowns

•   Reuters: Easing Europe confident of avoiding coronavirus lockdown sequel

•   Reuters: Factbox: EU recovery fund - the battle lines

•   Reuters: Nordic investors turn up heat on coal in climate campaign

•   Reuters: Explainer: Emerging get-tough consensus among Trump's China advisers tested by Hong Kong debate

•   Reuters: Taiwan considers revoking Hong Kong's special status on law fears

•   Reuters: Brazil, world No. 2 coronavirus hotspot, suffers 653 new deaths

•   CNN: Renault and Nissan are desperate for help. The alliance Carlos Ghosn built could be their only hope

•   CNN: The rental car industry has ground to a near halt. This is what that means for automakers and car buyers

•   CNBC: Trump says he's no longer taking hydroxychloroquine

•   CNBC: Europe could target Silicon Valley with taxes to help it rebound from the coronavirus-fueled recession

•   Fox Business: Is the coronavirus pandemic a good time to buy a home?

•   SCMP: Coronavirus has hit China’s migrant workers harder than Sars and the financial crisis, but worst yet to come

•   SCMP: China ready for ‘worst case scenario’ by doubling down on economic shift

•   SCMP: Will Beijing’s ‘two sessions’ set the stage for China’s 14th five-year plan?

•   Global Times: BRI deal prompts Washington to threaten loyal ally

•   CGTN: The story of COVID-19 in the words of Wuhan lab expert

•   매경(P1): 文대통령 "전시라는 각오로 재정역량 총동원"

※   기재부: 2020 국가재정전략회의 개최

•   매경: 文 "불끌때도 초기에 충분한 물 부어야"

•   매경: 文, 재원조달 언급없이 재정확대만…3차추경 50조 넘을수도

•   매경: 文 "국가채무비율 40% 넘어도 OECD평균보단 낮아"

•   매경(P1): 니얼 퍼거슨 "美·中 2차 냉전 시작"

•   매경: 니얼 퍼거슨 "美·中 모두와 가까운 한국…경제 앞세워 中 택하기 쉽지 않을것"

•   매경: 면세점 석달새 7천명 감원…4월 매출 반토막으로 추락

•   매경: 면세점, 석달새 7천명 감원…"차라리 휴업 선택권 달라"

•   매경: 1억명이 "유튜브, TV로 본다"…스마트TV 제대로 물 만났네

•   매경: 두산 "솔루스 1조 받아야" 인수후보 "5천억"…헛도는 자산매각

•   매경: 아시아나 매각, 정부·채권단 압박에도 HDC `장기전` 태세

•   매경: 주호영 만나 호소한 손경식 "주52시간 조금만 풀어달라"

•   매경: [세종 인사이드] 코로나총리에서 경제총리로…정세균의 변신

•   매경: "재정풀어 살린 소비, 집값 하락땐 다시충격"

※   한국은행: House Prices and Household Consumption in Korea

•   매경: "美·EU 추진하는 구글세에 삼성전자·현대차 유탄맞아"

※   한국경제연구원: 디지털세 과세대상에서 제조업 등 소비자대상사업 제외해야

•   매경: 저축銀 1분기 연체율상승…"코로나 영향" 3.7%→4%

•   매경: 삼성SDI `젠5`로 車배터리 톱3 노린다

•   매경: 회계사의 경고 "3분기에도 경제 나쁘다"

•   한경(P1): 해외주식거래 100조원 시대

•   한경(P1): 네이버·카카오·배민 겨냥…'플랫폼 규제안' 나온다

•   한경: 달라진 재정전략회의…사회구조개혁 언급 없이 회의 내내 재정역할 강조

•   한경: 글로벌 車공장 84% 재가동…수요 회복은 더뎌

•   한경: [단독] 제주 풍력발전 올해만 40번 넘게 멈췄다

•   한경: 산업계 "5G 없으면 안된다"…스마트공장·병원·항만 활용 잇따라

•   한경: 수직 이·착륙, 자동 운항하는 '산업용 드론'

•   한경: 웨어러블 기기에 최적화된 고성능 '휘어지는 배터리'

•   서경(P1): 적과의 동침...국내 금융지주 1·3위 손잡았다

•   서경(P1): [단독]영화·관광 등 1조 소비쿠폰 풀어 내수 살린다

•   서경: 노도강·금관구' 집값 상승률 1~6위 싹쓸이···규제가 낳은 '웃픈현실'

•   서경: 재정 풀어 GDP 높인다지만...성장효과 낮은 현금복지론 공염불

•   서경: 재난지원금에 이미 '지출 구조조정'... 이해관계 얽혀 추가 조정 쉽잖을듯

•   서경: 이해찬 "하이닉스처럼, 노사 앞장서서 생산성 높여야"

•   서경: 드론으로 논에 직접 볍씨 뿌려요

•   서경: 빚 많은 기업 28곳에 KCC·KG 신규 편입

※   금감원: 2020년 주채무계열(28개) 선정 결과

•   서경: [단독] 해외 생산량 25%만 줄여도 유턴기업 세제 추가지원

•   서경: 신재생에너지 정책혼란에···투자결정 못내리는 기업들

※   민간발전협회·신재생에너지협회·한국풍력산업협회는 최근 정부의 재생에너지 정산방식 변경 방침에 반대하는 정책 건의문을 산업통상자원부에 제출

•   조선: 중소기업 지난달 취업자 53만명 급감… 코로나 타격 가장 심각

•   조선: 세계 파운드리 54% 장악한 '대만 킹핀'… 美·中 갈등의 핵으로

•   조선: 주말 국내선 항공 여객 14만명 육박… 코로나 이후 최대

•   조선: 20분 충전, 500㎞ 주행… 속도내는 '진짜 전기차' 전쟁

•   조선비즈: 신의 직장' 삼성전자 직원들이 이직하고 싶어하는 계열사가 있다는데

•   조선비즈: 위기 대응이냐, 세수 확보냐… 딜레마 빠진 조세정책

•   조선비즈: 車 업계, "휴업해도 고용유지지원금 받는 건 불가능"… 한숨만 푹푹

•   IT조선: “상반기만 5G 4조원 투자하는데 웬 LTE폰” 통신사 ‘허탈’

•   인베스트조선: 산업은행 회장 임기 4개월 앞으로…금융권 인사 연쇄이동 설왕설래

•   중앙: 렘데시비르, 세계 첫 코로나 표준치료제 인정…“회복기간 4일 단축”

•   중앙: 부자 핀셋 증세로 이어지나…“지지층 위한 정치적 과세 안돼”

•   동아(P1): 26일부터 마스크 안쓰면 버스-택시 못탄다

•   동아: 코로나 탓 기업실적 악화에… 흔들리는 세수 기반

•   동아: “규제 개혁이 돈 안드는 경기부양책… 反기업 법안 내려놔달라”

•   문화(P1): 美 “北행동 상응 대응”… 도발시 군사옵션 시사

•   문화: 美, 다시 꺼내든‘힘에 의한 평화’…北 핵협상 전략 차단 포석

•   문화: 김정은, 장고후 核거론… 여름도발說 무게 · 美대선까지 도발효과 최대화 노릴 듯

•   문화: ‘동맹파’ 사라진 청와대…‘美·中 신냉전’ 대응논의조차 실종

•   문화: 유일호 前부총리 “장기침체 우려… 재정지출 줄여야”

•   문화: 빚내서 버티는 코스피기업들… 평균부채비율 5%P↑

•   문화: ‘그린뉴딜, 고용창출 될까?’… 우려 확산

•   문화: 종부세 강화·전월세 보호… 더 센 규제가 온다

•   머니투데이: 탈핵단체 반발에 사용후핵연료 처리 공론화 '삐걱'

•   머니투데이: 또 트럼프 리스크…삼성 반도체 1위 전략 '빨간불'

•   머니투데이: 증시 판도 뒤집은 '언택트'…전통 제조·소재 업체가 사라졌다

•   머니투데이: 외국인이 사면 오르고 개인이 팔면 더 올랐다

•   더벨: 솔루스·모트롤, 잠재 인수후보 반응은 '시큰둥'

•   헤럴드경제(P1): ‘늑대’와 ‘타조’가 세계화를 죽인다

※   ING Think(Richard N Haas): Deglobalisation and its discontents

※   Global Times(Editorial Board): ‘Wolf warrior’ diplomacy a US trait

•   헤럴드경제: 높아지는 무역장벽…전면에 나선 총수들

•   헤럴드경제: 산은, 비우량회사채 매입대상 28일 확정

•   헤럴드경제: 지주사 희비…SK ‘웃고’ 롯데 ‘울고’ 두산 ‘외국인 러브콜’

•   파이낸셜뉴스: 산은·수은, 대한항공 1조2천억 지원 의결

•   파이낸셜뉴스: 기안기금 고용유지 기준 ‘촉각’

※   두산중공업·쌍용자동차 등 주요 기업들 모두 휴업과 휴직이 빈번한 상황이기 때문

•   파이낸셜뉴스: 주건협, 주택분야 10대과제 정부에 건의

•   아시아경제(P1): [단독]코로나에 막힌 지자체 투자…지방재정 집행률 '뚝'

•   아시아경제: 삼성, 초프리미엄 TV 10월 승부수

•   디지털타임스(P1): 10대 그룹 공채 상반기 4곳뿐

•   이데일리(P1): [단독]기본소득 시동거는 巨與…"공짜점심 없어 증세 불가피"

•   이데일리: 美화웨이 제재…SK하이닉스, 반짝 특수에도 못 웃는 이유?

•   이데일리: LG전자 전장사업 규모, 스마트폰 사업 넘었다

•   이데일리: "개소세 덕에 버티는데"..인하 종료 소식에 車업계 울상

•   이데일리: 수요 줄어도 뛰는 철광석값, 철강사 발목 잡나

•   이데일리: SKT-삼성-카카오, KT-LG ‘AI 동맹’..네이버는 독자 행보

•   이데일리: "사람보다 운전 잘 하네"…세종 자율주행차 본격 '시동'

•   이데일리: 불굴의 불개미…손실·상폐 우려에도 원유 레버리지 ETN 산다

•   연합: 현대건설기계 이어 두산인프라코어도 국내생산 일시 중단

•   뉴스1: 두산重, 경영정상화 방안 내달로 넘어가나…매각대상 놓고 '이견'

•   뉴스토마토: [IB토마토]두산솔루스 인수전…롯데케미칼, 유력 후보 등판 준비

•   이투데이: 두산솔루스, 전 사업부 실적 성장 지속 ‘아웃퍼폼’-키움

•   데일리안: ’구조조정’ 두산重, 기안기금 ‘예외 적용’ 가능성은?

•   더구루: 두산 포터블파워, 오만 딜러사 선정…"중동시장 본격공략"

•   위키리크스한국: [단독] ‘신분당선 용산역’ 2025년 완공 불가...신사역만 정상개통

※   이 같은 사업 지연은 신분당선 주간사인 두산건설에게도 좋지 않은 소식이다.

•   아시아뉴스통신: 청주 국도대체우회도로 ‘배짱공사’

※   두산건설 측은 소음과 진동이 법적 허용 범위 안이라며 피해로 항의하는 주민들에게 반박

•   reNews: Coal-fired generation 'over' in Germany

•   reNews: COVID-19: EU plans 15GW tender binge

•   reNews: Europe urged to unlock green hydrogen potential

•   reNews: UK power emissions 'fall to record low'

•   에너지데일리: [인터뷰] 전영택 / 인천연료전지(주) 사장

•   Equipment Journal: Here’s preview of Case’s G Series wheel loaders

•   건설경제: 탈 많은 건설…‘脫현장화’ 불 붙나

•   OilPrice.com: Oil Firms Among Worst Hit As Wave Of Bankruptcies Hits Texas

•   OilPrice.com: Tesla Looks To Produce Cars In China With New Type Of Battery

•   전자신문(P1): 테슬라 車 고치는데 3개월...고객만 속터져

•   전자신문: 삼성은 빼고, 애플은 넣고'…TOF 활용 엇갈린 행보

•   전자신문: 세계 TV 시장 2억대 붕괴되나…2010년대 들어 최저 전망

•   전자신문: 산업부·해수부, 풍력·수산업계와 함께 해상풍력 제도 개선 논의

•   전자신문: 사용후핵연료 재검토委, 사용후핵연료 중장기 방안 숙의조사 착수

•   전자신문: 석탄보다 싸지는 LNG...신재생 에너지전환 탄력 붙을 듯

•   ZDNet Korea: 국내 수소충전소, 다음달 최소 7곳 이상 생긴다

•   디지털데일리: 몸집 줄이는 韓 디스플레이…삼성D, 희망퇴직 실시

•   디지털데일리: 韓 애플 협력사, 2분기 부진 우려

•   Phone Arena: Motorola Razr 2 will likely offer improvements across the board

•   Inside EVs: China: Roughly 61,000 Plug-In Electric Cars Sold In April 2020

•   Robotics & Automation News: Here’s what you may not know about the world of cloud

•   Robotics & Automation News: Volkswagen invests €450 million in battery manufacturing joint venture with Northvolt

•   Robotics & Automation News: Geek+ launches disinfection robots to help with coronavirus cleanup

•   로봇신문: 10초 안에 코로나19 증상 감지하는 '로봇' 등장

•   로봇신문: KT, 물류센터에 '5G 자율주행 운반 카트' 도입

•   Nikkei Asian Review: Abe comes down on side of economy with decision to reopen Tokyo

•   Nikkei Asian Review: Japan's AnGes aims to release coronavirus vaccine by end of year

•   Nikkei Asian Review: Suu Kyi's Facebook surge confirms her popularity in fragile democracy

•   Nikkei Asian Review: Hong Kong minister shrugs off risk of US penalties for security law

•   Japan Times: Japan will aim to shore up travel demand from late July

•   Economic Times: Deficit monetisation: Is it really as simple as RBI printing more money?

•   Economic Times: View: With the global supply chain being reconfigured, India must intelligently restructure its economy

•   Business Standard: Covid impact: Icra pegs GDP growth at 1.9% in Q4 and 4.3% in FY20

•   Folha de S.Paulo: Brazil's Real Gains "Toxic" Currency Status, with Fiscal and Political Risk Aversion

•   Folha de S.Paulo: Bolsonaro Attacks Supreme Court and Questions Justice's Motives

•   Moscow Times: Foreign Firms Seek Level Playing Field in Russia’s Coronavirus Response

•   Viet Nam News: VN ready to be world’s factory, but is the world?

•   Viet Nam News: VN needs to change its ways to attract FDI leaving China: experts

•   Myanmar Times: ADB to extend loans in support of development in Myanmar

[Opinions]

•   Project Syndicate(Chris Patten): The Lonesome Death of Hong Kong

•   Project Syndicate(Nancy Birdsall): Citizens of the World, Reunite!

•   Project Syndicate(Joschka Fischer): The Future of Global Power

•   Project Syndicate(Shang-Jin Wei): America’s Delisting Threat Could Pay Off

•   Project Syndicate(George Soros): Perpetual Bonds Could Save the European Union

•   Project Syndicate(Minxin Pei): How the Hong Kong Calamity Will Play Out

•   FT(Editorial Board): Now is the time to renew the German economy

•   FT(Gideon Rachman): Bolsonaro’s populism is leading Brazil to disaster

•   FT(Amy Kazmin): India’s draconian lockdown gives way to a sudden easing

•   FT(John Thornhill): The changing face of the billionaire classes

•   FT(Lex): Orsted/offshore wind: a verdant outlook

•   WSJ(Walter Russell Mead): A Disruptive President in a Storm of Crisis

•   WSJ(Adam A. Scher, Peter L. Levin): Imported Chips Make America’s Security Vulnerable

•   WSJ(Kevin Warsh): The Recovery Needs a Supply-Side Push

•   NYT(Charles M. Blow): Biden Can Beat Trump … if He Doesn’t Blow It

•   WP(Eugene Robinson): The U.S. covid-19 death toll must be seen as a catastrophe — and an indictment of Trump

•   WP(Karen Tumulty): Trump’s poor handling of the crisis may lose him the GOP’s most reliable voters

•   Bloomberg(Anjani Trivedi): China’s Trillions Toward Tech Won’t Buy Dominance

•   Bloomberg(Ferdinando Giugliano): The Pandemic Is Exposing the Limits of Science

•   MarketWatch(Mark Hulbert): My stock market forecast for June is likely wrong — but watch out for August

•   스포츠한국(김수인): ‘소문에 싸인’ 두산 베어스, 매각이 정답