Business Intelligence Monitor 200528

(Introduction)

[Markets]

•   Global: Stocks rally on EU stimulus plan, euro gains

※   Banking shares lead rally in U.S., Europe

※   Euro advances on EU recovery fund plan

※   Oil slides on U.S.-China tensions

※   Hong Kong, China shares hit by new protests

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 강보합 마감…코스닥 외국인 순매도 역대 최대

•   한국: 코스피 2000선 끌어올린 개미들… 연초 이후 수익률은 -24% [거침없는 유동성장세]

•   한국: [특징주] 두산중공업 등, 채권단 현장조사 마무리…정상화 기대에 상승세

•   Metals: Copper falls as U.S.-China tensions curb risk appetite

•   Grains: U.S. soybeans firm after rain slows Midwest planting progress

[Indicators]

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers shows strong and quick recovery

•   China Apr. Industrial profits: Decline in China's industrial profits slows in April, outlook still gloomy

•   한국 1분기 상업용 부동산 공실률: 서울 공실률 17%로 껑충···'상가의 절규'

•   한국 3월 인구동향: 3개월 새… 한국인 6000명 줄었어요

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Deaths Top 100,000 as South American Cases Surge

•   WSJ: Fauci Warns About Hydroxychloroquine and In-Person Party Conventions

•   WSJ: For Hong Kong’s Dissidents, ‘The Cost of Protest Is Exorbitantly High Now’

•   WSJ: New York Starts Mapping Out the Road Back From Coronavirus—and It’s Long

•   WSJ: U.S. Businesses See Few Signs of Recovery Through Mid-May

※   Fed: Beige Book - May 27, 2020

•   WSJ: Fed’s Williams: Economy May Be Bottoming As Fed Weighs Yield-Curve Control

•   WSJ: As Lockdown Rules Ease, Some Want to Keep Working From Home

•   WSJ: The Stock Market and Consumer Sentiment Are Telling Different Stories

•   WSJ: Newsletter: Oil-Patch Pain, Housing’s Surprising Gain

•   WSJ: Boeing Details Plans for Mass Job Cuts

•   WSJ: Disney World to Reopen Gradually Starting July 11

•   NYT: Dismal Earnings, Bullish Stock Investors and the Fed’s Invisible Hand

•   WP: Coronavirus may never go away, even with a vaccine

•   WP: Pompeo declares Hong Kong no longer autonomous from China

•   FT: Brussels wants €750bn borrowing power to fund virus recovery

•   FT: How would Ursula von der Leyen’s coronavirus recovery fund work?

•   FT: Huawei CFO loses bid to dismiss US extradition request

•   FT: Donald Trump offers to mediate in India-China border dispute

•   FT: China expected to impose coal import restrictions

•   FT: Michel Barnier says EU remains ‘open’ to transition period extension

•   FT: ‘Lockdown generation’ faces sweeping job losses

•   FT: Coronavirus hit to eurozone set to dwarf financial crisis

•   FT: US shoppers to be wooed back with steep discounts

•   FT: Global energy spending to fall $400bn due to coronavirus crisis

※   IEA: World Energy Investment 2020

•   FT: Trump looks to base to shore up support in Michigan

•   FT: Turkey looks to weather coronavirus crisis without IMF support

•   FT: Coronavirus accelerates shift away from cash

•   FT: UK economy faces 5% annual deficit by 2024, say economists

•   FT: Two-fifths of UK home movers put property plans on ice

•   FT: German ECB executive shrugs off court ruling against bond-buying

•   FT: Australia given short shrift by China over US ties and virus stance

•   Bloomberg: U.S.-China Accident Risk Is Highest in the South China Sea

•   Bloomberg: Coronavirus Has Killed 100,000 People in America in Four Months

•   Bloomberg: World’s Biggest Lockdown to Push 12 Million into Extreme Poverty

•   Bloomberg: The Radical Remake of Saudi Arabia

•   Bloomberg: Europe Pledges Green Recovery in Historic Stimulus Program

•   Bloomberg: Salaries Get Chopped for Many Americans Who Manage to Keep Jobs

•   Bloomberg: The Fed Boldly Saves Markets. Now It’s Worrying About Main Street Business

•   Bloomberg: Housing Faces Multi-Year Climb Out of Covid-19 Hole in Canada

•   Bloomberg: Goldman Sachs Warns Global Economic Recovery Could Be Bumpy

•   Bloomberg: Mexico Risks Deepest Crash Since 1932, Central Bank Warns

•   Bloomberg: Germany’s Economic Stimulus: How Big? How Green? How Fair?

•   Bloomberg: China Is Securing Brazilian Soy With U.S. Trade Tensions Rising

•   Bloomberg: Senate Democrats Seek $8 Billion in Aid for Food Supply Chain

•   Bloomberg: Trump’s Push to Kill Solar Loophole Blocked Again by Trade Court

•   Bloomberg: BOE’s Bailey Says U.K. Faces Risk of Longer, Harder Recovery

•   Bloomberg: Japan Doubles Down to Deliver World’s ‘Biggest’ Stimulus Package

•   Bloomberg: COP26 Climate Talks to Be Delayed a Full Year Under U.K. Proposal

•   Bloomberg: South Africa Virus News: Are Miners Safe Deep Underground?

•   Reuters: U.S. considering suspension of Hong Kong's special tariff rates: sources

•   Reuters: France says resumed Brexit talks going badly

•   Reuters: Brazil coronavirus death toll above 25,000, more than 410,000 cases

•   Reuters: Brazil's largest city Sao Paulo to reopen malls for 15 days as of June 1

•   Reuters: Exclusive: Volkswagen in final talks to seal biggest M&A deals in China EV sector - sources

•   Reuters: U.S. gives Iran a choice: Negotiate or manage economic collapse

•   Reuters: South African mines record 320 COVID-19 cases ahead of lockdown easing

•   Reuters: Exclusive: Volkswagen in final talks to seal biggest M&A deals in China EV sector - sources

•   Reuters: Peru mining production to drop by 15% this year due to pandemic: Buenaventura executive

•   CNN: Another Ford plant temporarily shuts down after an employee tests positive for Covid-19

•   CNN: The economy is in shambles but FAANG stocks are on fire and nearing record highs

•   CNN: The recovery is underway in some places. How strong is it?

•   CNN: Trump threatens to 'regulate' social media platforms. His options may be limited

•   CNBC: House sends China sanctions bill to Trump's desk as tensions escalate

•   CNBC: WHO says 'jury is still very much out' on whether coronavirus antibodies provide immunity

•   CNBC: Sweden's no-lockdown could mean it's excluded from Nordics' reopening

•   CNBC: Tesla price cuts show realism in face of coronavirus slowdown

•   CNBC: EIU: No recovery until 2022 and a possible euro zone debt crisis

•   CNBC: Coronavirus is accelerating a US-China 'capital war,' investor says

•   Fox Business: Tesla's next US factory could be in one of these states

•   SCMP: China vows to hit back at US over any action on Hong Kong security law

•   SCMP: China’s soybean dilemma: self-reliance or phase one trade deal?

•   SCMP: China intellectual property cases surge as US complains of rampant theft

•   SCMP: Has China only kicked its debt can down the road to avoid mass bond defaults?

•   SCMP: Hong Kong’s business hub appeal in the spotlight as China law looms large

•   매경(P1): 고용효과 큰 건설 `쏙 뺀` 뉴딜

•   매경: 재난지원금 주느라 SOC예산 1조 삭감…경기부양 `아랫돌` 뺀꼴

•   매경: 美·英 선진국도 위기때마다 건설투자로 성장·고용 잡아

•   매경: 건설현장 이미 디지털화…"뉴딜이 스마트건설 촉매제 돼야"

•   매경(P1): 쿠팡 물류센터서 집단감염…`사회적 거리두기` 강화 검토

•   매경: 물류센터, 집단감염 새 진원지 되나…`택배 포비아` 우려

•   매경: [단독] 하나투어 "코로나 더는 못버텨"…자회사 무더기 정리

•   매경: [단독] `美·中 갈등에 적극대처`…우리 정부, 전담반 추진

•   매경: "코로나 상황, 남북관계 풀 골든타임…대북특사 보내라"

•   매경: 혼란만 키우던 겹규제 `투기지역` 없앤다

•   매경: 경제단체 30곳 "기업규모 안따지고 유동성 공급을"

•   매경: [단독] 6월에도 `코로나 터널`…완성차 또 셧다운

•   매경: 코로나 피한 창업열기? 절반이 주택임대사업

•   매경: `경쟁입찰 전환` 두산솔루스…블랙스톤·칼라일 `입질`

•   한경(P1): IBM의 경고 "양자컴에 접속하지 않는다면 당신 기업은 낙오한다"

•   한경: "양자컴 상용화 땐 전염병 치료제 개발 획기적 단축"

•   한경(P1): 벌써 3조…'또 다른 현금 살포' 지역화폐 우후죽순

•   한경(P1): [단독] 두산중공업에 1조2000억 더 지원할 듯

•   한경: 종부세율 인상 없지만…올 稅부담 크게 늘어난다

•   한경: 수출입은행 "조선사 지원 확대…5.2조원 공급"

•   한경: "재난지원금 효과"…전통시장 매출 회복세

•   서경(P1): 韓 명목GDP 10위로 떨어졌다

•   서경: [서울포럼 2020]신속한 규제혁파·노동시장 유연화 없인 '초격차' 없다

•   서경: [서울포럼 2020]코로나가 촉발한 '큰 정부 시대' 명과 암은

•   서경: "AI시대 일자리상실 따른 보험" VS "젊은세대에 빚 떠넘기는 꼴"

•   서경: 증세 없다더니···고소득자·대기업에 불똥 튀나

•   서경: 현대기아차, 배터리 2차 공급사로 LG화학 낙점

•   서경: 메르스때 '경제충격' 11조였다는데...

•   서경: 경주 월성원전 사용후핵연료 저장시설 증설 놓고 울산 북구민 뿔났다

•   서경: 경남도·창원시, 정부 ‘에너지혁신성장펀드 1호’ 참여

•   조선비즈: 차세대 원전에 5조 쏟아붓는 美… '탈원전' 韓기업들, 수혜 가능할까

•   조선비즈: [알립니다] 수소에너지 시대 어떻게 준비하나… '2020 미래에너지 포럼' 내달 18일 개최

•   중앙: AI·자율차 이끌 두뇌 비메모리, 한국 점유율은 4%뿐

•   중앙: “신기술 해외기업 M&A 서둘러 5G 비메모리 시장 선점을”

•   중앙: “매달 3주는 집에서” 코로나 끝나도 재택근무 계속된다

•   중앙: 삼성SDI 시총이 매출 5배 SK이노의 2.2배…석유의 눈물

•   동아: “공정경제 핵심과제” 재계 우려한 공정거래법-상법 밀어붙일듯

•   문화: 성장률 높이겠다면서… 정부, 현금 퍼주는 ‘선순환론’ 집착

•   문화: 월성 2~4호기 ‘맥스터’로 번진 脫원전 공방

•   문화: 전세계 스마트폰 출하량 13%↓… 삼성, 악재에도 점유율 1위

•   문화: 추가 금리인하 여력 0.25%? 0.50%?… 금융권, 정책효과 놓고 논쟁

•   국민(P1): 일본 수출규제 입장표명 시한 임박… 청, WTO 제소 재개 검토

•   한겨레: 그린뉴딜과 함께 석탄발전 등 좌초산업 대책도 급하다

•   머니투데이(P1): 강동권 최초 수소충전소 가동…융복합 에너지스테이션 가보니

•   머니투데이: 회사·식당·교회…코로나는 당신의 일상을 노린다

•   머니투데이: AI가 바꾼 대장간의 미래..기업유턴 인프라가 뜬다

•   머니투데이: 韓 돌아오려는 기업들, '인건비 걱정' 없앨 방법 있다

•   머니투데이: 기업유턴 마지막 열쇠…'최소 마진 20%' 삼성 반도체의 비결

•   더벨: 두산모트롤 매각 속도…이번주 가격 제안

•   더벨: 클럽모우CC 매각에 다수 원매자 '입질'

•   헤럴드경제(P1): 청년 취업대란, 환란 때보다 심각

•   헤럴드경제(P1): 주주배당액 7년만에 감소

•   헤럴드경제: “이제 겨우 재가동했는데…” 위안화 절하 한국기업에 ‘직격탄’

•   헤럴드경제: 코로나 여파…내년 최저임금 논의 ‘감감’

•   헤럴드경제: 한은, 10조 SPV 운용 ‘산은 독주’ 제동

•   헤럴드경제: 두달 만에 1조8000억 다 쓴 두산… 결국 ‘밥캣’ 팔아야?

•   파이낸셜뉴스(P1): 차환 막힌' 단기증권.. 원금상환 사상최대

•   파이낸셜뉴스: "핀셋보단 보편증세로" "재정지출 조정이 먼저" 엇갈린 방법론 [불붙은 증세론]

•   파이낸셜뉴스: 보폭 넓히는' 노동계

•   파이낸셜뉴스: 일자리委 일인데…'그린뉴딜'에 숟가락 얹는 소주성특위

•   파이낸셜뉴스: 완성차업체, 일부 부품 수급 차질로 차량 출고 지연

•   파이낸셜뉴스: 삼성전자 블록체인TF 정규조직화 1년… 미래먹거리로 육성

•   아시아경제(P1): "귀에 걸면 귀걸이, 코에 걸면 코걸이" 데이터3법 무력화하는 시행령

•   아시아경제(P1): 한미 통화스와프 자금, 3분의 1 썼다

•   아시아경제: 노·도·강·금·관·구 '서울 중저가 재건축'이 뛴다

•   디지털타임스(P1): "코로나 19 당장 진정돼도 경제회복, 1년 넘게 걸려"

•   이데일리(P1): "쌍용차는 구조조정 대상"‥기안기금 지원 더 멀어졌다

•   이데일리: 증권가도 세기의 대결…'인공지능 vs 사람' 투자수익률 승자는

•   이데일리: 유가급락에 정책변경까지… ‘안팎 악재’에 발전업계 ‘한숨’

•   이데일리: 올 1분기 5G폰 삼성·화웨이 양분…"이제 반도체가 승부처"

•   이데일리: [팩트체크]6월 주담대 전면금지…‘바젤3 괴담' 진실은

•   이데일리: [규제개혁 국회①]"코로나 위기 극복 위한 입법 지원 절실"

•   이데일리: [규제개혁 국회②]민주 "규제자유특구 확대"…통합 "상시 규제개혁"

•   이데일리: [규제개혁 국회③]이원욱 "규제개혁 시작은 포지티브→네거티브 전환"

•   뉴스1: "갤S20 판매 부진에 재고 쌓여"…삼성, 대만 부품업체에 납품 중단 요구

•   뉴스토마토: 내년부터 대세는 전기차…업체들, 주도권 잡기 박차

•   비즈니스포스트: 신동빈 롯데케미칼로 두산솔루스 인수할까, 열쇠는 적정가격 좁히기

•   이뉴스투데이: 에너지 융복합형 인재, 신재생에너지만 ‘북적’…원자력은 ‘해체인력’만

•   reNews: Vestas maintains league table top spot

•   KHL: Kubota launches Micro-Hybrid system

•   Equipment Journal: Volvo CE’s 100-ton class rigid hauler heads to North America

•   OilPrice.com: US Considers New Sanctions On Russia-Led Nord Stream 2 Pipeline

•   OilPrice.com: Brazil’s Oil Major Petrobras To Tap Global Bond Market

•   OilPrice.com: Pandemic Triggers Record $400 Billion Drop In Energy Investment

•   MINING.com: Pandemic to worsen copper glut in coming months

•   MINING.com: Vale ordered to pay $1.5bn for dam burst damages

•   전자신문: 소부장 기술 혁신 '나노·소재융합2030' 이어간다

•   전자신문: [포스트 코로나]민관, '건설기계 수출' 힘모은다…성윤모 "코로나 이후 큰 시장 열린다"

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

•   전자신문: [이슈분석]1분기 반도체 장비, 삼성 수주에 실적 '희비'…디스플레이는 中서 기회

•   전자신문: [이슈분석]반도체 투자, 2분기도 '맑음'

•   전자신문: [이슈분석] 디스플레이 투자, 2분기는 '멈칫'…中으로 향하는 장비업계

•   전자신문: 산업부, 소부장 글로벌 M&A 활성화 '시동'…후보기업 DB 만든다

•   전자신문: 두산그룹서 1조원 못 받을라…소송 원고들 고심

•   ZDNet Korea: “삼성디스플레이, 아이폰12 OLED 패널 80% 공급”

•   디지털데일리: [美中냉각①] TSMC-화웨이, 앞당겨진 결별…반도체 업계, 여파는?

•   디지털데일리: [美中냉각②] 큰 그림 그리는 TSMC…중국 대신 미국 '밀착'

•   디지털데일리: [美中냉각③] 미국, 거세진 ‘화웨이 때리기’…한국 5G시장도 예의주시

•   디지털데일리: “삼성·SK 의존도 낮춘다”…美 마이크론 손잡는 韓 소부장

•   Phone Arena: The second-generation iPhone SE is really paying off for Apple

•   Phone Arena: Samsung Galaxy Fold 2 will reportedly enter mass production soon

•   Inside EVs: Some Experts Say Low Gas Prices Will Hurt Tesla And The EV Industry

•   Robotics & Automation News: Hydrogen vs electric vs petrol: How will cars be powered in the future?

•   Robot Report: Danish startup develops throat swabbing robot for COVID-19 testing

※   UR 협동로봇 활용

•   Nikkei Asian Review: Tokyo Gov. Yuriko Koike to run for second term in July

•   Nikkei Asian Review: Nissan-Renault alliance to deepen cooperation and cut costs

•   Nikkei Asian Review: Abe's barrel-chested stimulus package doesn't have legs

•   Nikkei Asian Review: China's 'wolf warrior' diplomats roar at Hong Kong and the world

•   Economic Times: Q4 GDP: Where will India be when this dreadful year finally ends? Friday will show the first signs

•   Livemint: Coronavirus recovery rate in India rises to over 42%, nearly 65,000 cured from COVID-19

•   Livemint: India's GDP growth may rebound to 5% in FY22: Former RBI chief Subbarao

•   Livemint: Rural India is the new covid-19 flashpoint amid migrant influx

•   Hindustan Times: What does a GDP contraction in FY 2020-21 entail for India?

•   Myanmar Times: Developer issues tender for Ayeyarwady LNG power plant

[Opinions]

•   Project Syndicate(Yanis Varoufakis): A Chronicle of a Lost Decade Foretold

•   Project Syndicate(Henrik Poulsen, Mads Nipper, Lars Fruergaard Jørgensen): Climate Targets and Industry Participation in the Recovery

•   Project Syndicate(Howard Davies): Regulating in a Pandemic

•   Project Syndicate(Ricardo Hausmann): What Should We Be Preparing For?

•   Project Syndicate(Djoomart Otorbaev): Central Asia’s Diverse COVID-19 Responses

•   FT(Janan Ganesh): Trump has a way to win again: spend massively

•   FT(Robert Armstrong): Business will be the loser in the US-China fight

•   FT(David Pilling): No lockdown, few ventilators, but Ethiopia is beating Covid-19

•   FT(Kathrin Hille): Taiwan’s Covid-19 response spurs hope of political change

•   FT(Anjana Ahuja): To beat Covid-19, find today’s superspreading ‘Typhoid Marys’

•   FT(Tobias Denninger): My stay in a Seoul hospital with Covid-19

•   WSJ(Daniel Henninger): After the Covid Apocalypse

•   WSJ(Holman W. Jenkins, Jr.): U.S. Can Destroy Huawei, Part Two

•   WSJ(Walter Russell Mead): India Is a Natural U.S. Ally in the New Cold War

•   WSJ(William A. Galston): What if America Had Followed Sweden?

•   WSJ(Gregg Opelka): Marxist Economic Policy—as in Groucho

•   NYT(Steven Rattner): Trump’s Economic Advisers Are Wrong

•   NYT(Hartosh Singh Bal): How Modi Failed the Pandemic Test

•   WP(E.J. Dionne Jr.): Trump may sound like a populist, but he isn’t

•   WP(Paul Waldman): No, Silicon Valley is not going to win the election for Joe Biden

•   WP(Josh Rogin): We must find bipartisanship on the China issue

•   WP(Greg Sargent): The real nightmare scenario for this fall’s elections

•   WP(John Pomfret): The Trump administration’s China policies are ironically bolstering Beijing

•   WP(Richard Haass): Trump’s foreign policy doctrine? The Withdrawal Doctrine.

•   WP(Brian Klaas): Why does Trump get away with everything?

•   WP(Eugene Steuerle): This is not your grandfather’s debt problem

•   Bloomberg(David Fickling): The World’s Most Controversial Mine Is in a Hole

•   Bloomberg(Tyler Cowen): Vaccines Should Not Be Immune to Market Forces

•   Bloomberg(Noah Smith): Paul Krugman Is Pretty Upbeat About the Economy

•   Bloomberg(Narayana Kocherlakota): Three Ways Congress Can Save the Economy

•   Bloomberg(Liam Denning): Covid-19 Blows a $400 Billion Hole in Global Energy

•   Bloomberg(Ferdinando Giugliano): The European Union Is on the Brink of Historic Change

•   Bloomberg(Karl W. Smith): Congress Should Give Returning Workers a Bonus

•   Bloomberg(Jonathan Bernstein): The Election Scenario Democrats Shouldn’t Dread

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Are the Coronavirus Bailouts Working? What We Know So Far

•   Bloomberg(Alex Webb): There’s Far Less Bang in a Huawei Ban Now

•   Bloomberg(Alex Webb): Amazon Will Take Robot Cars to a Whole New Level

•   Bloomberg(Ben Schott): The Coronavirus Hit the U.S. Economy Swiftly and Unevenly

•   CNBC(Karen Firestone): People can change their minds, which is one big reason behind the market's recovery

•   CNBC(Clete Willems): Coronavirus has made digital taxes an even bigger threat to US economy

•   CNN(JT McCormick): Why I will never let our employees go fully remote after the pandemic

•   Fox Business(Tim Kane): Our economy's got a population problem

•   문화(이미숙): 탈원전 폐기해야 ‘文 뉴딜’ 성공한다