Business Intelligence Monitor 200529

(Introduction)

[Markets]

•   Global: Stocks, euro rise on recovery hopes; U.S.-China rift lifts gold

※   European equities rally on 750-bln-euro recovery fund

※   Wall Street retreats from early gains to close lower

※   Oil rebounds on signs of increasing gasoline demand

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 약보합 마감…거래대금 역대 최대

•   한국: 파죽지세' 동학개미…아직도 실탄 200조 넘게 남았다

•   한국: 삼성전자 5만원대 복귀…반도체랠리 신호탄

•   한국: 경영정상화 방안 발표 코앞으로 다가온 두산그룹, 주가는 ‘껑충’

•   Metals: Aluminium hits two-month high on China demand hopes

•   Grains: Corn, wheat rally as weather, dollar spark short covering

[Indicators]

•   US Q1 GDP(rev.): U.S. Economy Contracted 5% in the First Quarter as Coronavirus Hit

•   US Weekly Jobless claims: Easing Unemployment Claims Show Slower Pace of Coronavirus-Related Layoffs

•   Eurozone May Economic sentiment index: Euro-Area Confidence Inches Up From Record Low as Lockdown Eased

•   France Apr. Employment: French jobless numbers surge as Europe limps out of lockdown

•   한국 4분기 임금근로 일자리 동향: 늘어난 일자리 59만개, 절반이 60대몫

•   한국 4월 사업체 노동력: 일용직·中企부터 덮쳤다… 사업체 종사자 두달째 ↓

•   한국 4월 중소 제조업체 가동률: 4월 중소 제조업체 가동률, 글로벌 금융위기 이후 최저

•   한국 4월 미분양주택: 4월 미분양주택 또 줄었다

•   한국 4월 기업 주식·회사채 발행: 기업자금 조달 2개월째 감소… 4월 주식·회사채 발행 4조↓

•   한국 기준금리: 기준금리 年0.5%…내릴 만큼 내렸다

※   한국은행: 통화정책방향(2020.5.28)

※   한국은행: 경제전망(2020.5월)

※   한경: 금리 이어 '양적완화' 꺼내든 한은…올 10조 이상 국채매입 가능성

※   한경: 이주열 "기준금리 실효하한에 근접…성장률엔 美·中 갈등 반영 안돼"

※   한경: 성장률 2.3%P나 끌어내린 한은…"최악의 시나리오에선 -1.8% 전망"

※   매경: 주식보유 논란에…조윤제, 초유의 금통위 배제

•   한국 주간 아파트 가격(감정원): [아파트 시황] 서울 집값 떨어졌지만…청주·대전 `쑥`

•   Brazil Apr. Employment: Brazil Loses 1.1 Million Formal Jobs in Two Months of the Pandemic

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: ‘Vaccine Nationalism’: A New Dynamic in the Race to Quash Coronavirus

•   WSJ: Trump Signs Executive Order Targeting Social Media

•   WSJ: China Votes to Override Hong Kong’s Autonomy on National Security

•   WSJ: Extent of Covid-19 Deaths Failed to Be Captured by Most Countries

•   WSJ: Coronavirus Is Buying Time on Climate Change. Will We Make Use of It?

•   WSJ: White House Won’t Issue Economic Projections This Summer

•   WSJ: Williams Doesn’t See Fed’s Support of Economy Causing Inflation Surge

•   WSJ: As Lockdowns Are Lifted, Slow Return to Normality Begins

•   WSJ: Newsletter: How Long Until the Labor Market Recovers?

•   WSJ: U.S. Consumed More Renewables Than Coal for First Time in 134 Years

•   WSJ: Coronavirus Outbreaks Threaten Oil Majors’ Biggest Projects

•   WSJ: House Passes Bill Loosening Rules on PPP Small-Business Loans

•   WSJ: American Airlines to Cut 30% of Management and Administrative Staff

•   NYT: The World Is Still Far From Herd Immunity for Coronavirus

•   NYT: 10 Weeks Into New York Area’s Lockdown, Who Is Still Getting Sick?

•   NYT: Should We Fear Post-Pandemic Inflation?

•   WP: For a numbers-obsessed Trump, there’s one he has tried to ignore: 100,000 dead

•   WP: Researchers ponder why covid-19 appears deadlier in the U.S. and Europe than in Asia

•   WP: U.S. brings massive N. Korean sanctions case, targeting state-owned bank and former government officials

•   FT: UK opens door to citizenship for 300,000 HK residents

•   FT: US crude imports surge as Saudi oil armada arrives

•   FT: Businesses swallow ‘bitter medicine’ of Hong Kong security law

•   FT: Fraction of Fed lending facilities have been tapped so far

•   FT: France further eases coronavirus lockdown

•   FT: EU shouldn’t rely on trade defence to strengthen its supply chains

•   FT: Recovery prospects outweigh the negatives

•   FT: Sunak appeals to science in push for swifter easing of UK restrictions

•   FT: Johnson outlines phased reopening of shops and schools

•   FT: Italian bonds gain on EU’s coronavirus recovery plans

•   FT: What's next for US coronavirus response? Ask FT journalists

•   FT: Chancellor to trigger employers’ furlough contributions from August

•   FT: Covid-19 crisis reveals supply chain vulnerability

•   FT: Businesses get creative to battle Covid-19 drop-off

•   FT: Pivoting production lines help governments cope

•   FT: Will coronavirus finally kill off global supply chains?

•   FT: EU recovery fund faces prodigious hurdles to reach consensus

•   FT: Spain to push through minimum income guarantee to fight poverty

•   FT: How will Trump intervention affect Hong Kong business?

•   FT: Big Tech goes on pandemic M&A spree despite political backlash

•   FT: Fraction of Fed lending facilities have been tapped so far

•   FT: Pandemic crisis provokes a revival in trade union membership

•   FT: UK tops coronavirus death rate rankings

•   Times: Boris Johnson to resume Brexit talks in Brussels next month

•   Bloomberg: Trump Says He’ll Announce China Moves in Friday News Conference

•   Bloomberg: U.S.-China Tension Only Set to Worsen After Hong Kong Power Grab

•   Bloomberg: Trump-China Feud Is Increasing Risks for Markets and Economy

•   Bloomberg: Capital Flight Fears Grow Alongside Hong Kong Political Turmoil

•   Bloomberg: Japan Bankruptcies Seen Rising to Seven-Year High on Virus Hit

•   Bloomberg: Japan’s Long Deflation Battle Is Warning for Post-Virus World

•   Bloomberg: Why New York Suffered When Other Cities Were Spared by Covid-19

•   Bloomberg: Singapore Officials Lay Out Course to Reopen Ahead of Schedule

•   Bloomberg: Merkel’s Stimulus Sequel May Total as Much as 100 Billion Euros

•   Bloomberg: Green Shoots Emerge in World Economy as Virus Lockdowns Ease

•   Bloomberg: Fed Continues ETF Buying, Signals Muni Lending Facility Imminent

•   Bloomberg: Turkey Growth Spurt Before Virus Likely Helped Avoid Contraction

•   Bloomberg: Here’s How Much EU Members Get in the $826 Billion Stimulus Plan

•   Bloomberg: Safer for BOE to Ease Too Much Rather Than Too Little, Saunders Says

•   Bloomberg: Global Hiring Stabilizes Even as Pandemic Keeps Jobs Market Weak

•   Bloomberg: One Trader Is Behind 32 Million Barrels of Venezuelan Oil Deals

•   Bloomberg: U.K. May Have Given Up on Brexit Deal, EU’s Trade Chief Says

•   Bloomberg: Big Bankruptcies Sweep the U.S. in Fastest Pace Since May 2009

•   Bloomberg: Latin America Now Accounts for 40% of Daily Virus Deaths

•   Bloomberg: Here’s Who Really Benefits From the Dominance of the U.S. Dollar

•   Bloomberg: Corporate Debt Sales Near the Trillions in the U.S. and Europe

•   Bloomberg: Germany’s New Coronavirus Cases Fall, Infection Rate Declines

•   Bloomberg: Moscow Says Coronavirus-Related Death Rate Is Twice Direct Toll

•   Bloomberg: India’s Virus Deaths Top China as Global Hot Spots Shift

•   Bloomberg: Philippines to Ease Capital’s Lockdown Despite Rising Cases

•   Bloomberg: Turkey's Virus Slump Blunted by Strong 1Q

•   Bloomberg: Indonesia’s Virus Deaths Near 1,500 Amid Plans to Exit Lockdown

•   Bloomberg: A $2 Trillion Debt Deluge is Set to Flatten Japan’s Yield Curve

•   Bloomberg: U.S. Corporate Bond Sales Smash Record, Soaring Over $1 Trillion

•   Reuters: Protests, looting erupt in Minneapolis over racially charged killing by police

•   Reuters: Kuwait replaces full-time curfew with 12-hour one

•   Reuters: Exclusive: U.S. taxpayers' virus relief went to firms that avoided U.S. taxes

•   CNN: The US could end its special relationship with Hong Kong. But for western companies, it's complicated

•   CNN: Corporate America is very, very bullish on the economic recovery from coronavirus

•   CNN: Boeing is building the 737 Max again even though it is not yet approved to fly

•   CNBC: EU needs coronavirus stimulus deal in coming months, Dombrovskis says

•   CNBC: Standard Chartered: If Fed opts for negative rates, it will be a 'Hail Mary'

•   CNBC: How rising U.S.-China tensions could impact emerging market ETFs

•   CNBC: A second round of stimulus checks could be coming. How to prepare

•   CNBC: U.S. auto sales recovering but still devastated from coronavirus

•   MarketWatch: The extra $600 Americans receive in weekly unemployment benefits ends in July — how that could cost the U.S. more jobs

•   SCMP: China prepared for international backlash over Hong Kong law

•   SCMP: China pledges largest-ever economic rescue package to offset virus damage

•   SCMP: Australia initiated anti-dumping probes on China aluminium, steel in 2020

•   Global Times: Why the US is intensifying its attack on the UK over Huawei

•   매경: 기업구조혁신펀드 1조 늘려…대기업도 혜택

•   매경: 금융위 "LCC 추가지원…쌍용차는 채권단 판단"

•   매경: 채권단 "대한항공, 내년말까지 자본2조 확충"

•   매경: `프로포폴 불법 투약` 애경그룹 2세 불구속기소

•   한경: 홍콩 경유해 중국 가는 반도체 등 물류비 증가

•   한경: 고심 깊은 韓외교부…"보안법 사태 주시"

•   한경: 대기업 살릴 '40조 인공호흡기'…은성수 "자금 지원 失期 없어야"

•   한경: 반도체·조선·석유 등 26개 산업…업종 달라도 원하는 건 하나였다

•   한경: 10월부턴 우체국 로봇이 택배하는 세상

•   한경: 금리 내려도…"대출 묶이고 실물경기 위축, 집값 오르긴 힘들다"

•   한경: "부산을 동남권 수소에너지 허브로"

•   한경: 코로나 지출' 늘어난 지자체…올 지방채 6조 넘게 발행할 듯

•   서경(P1): “더 센 규제 전에 분양받자”···전국 청약광풍

•   서경: [시그널] SKC 현금 마련 속도전...추가 M&A '포석'인가

•   조선(P1): 文대통령 "추가 원전 불필요" 주호영 "탈원전 재고"

•   조선: 文 "3차추경 신속 통과" 朱 "재원 대책부터"

•   조선: 현대·기아 '순수 전기차' 내년 5~6종 내놓는다

•   조선: 메모리 반도체 '코로나의 봄'… 마이크론 석달 매출 10% 급증

•   조선: 아이폰12, 삼성 디스플레이 쓴다

•   중앙(P1): 열흘새 확진자 200명…수도권 다시 거리두기

•   중앙: 물류센터 ‘투잡 감염’ 확산, 부천 콜센터 15명에 번졌다

•   문화(P1): 코로나 때문에… 지난달 전세계 TV출하량 28%↓

•   머니투데이(P1): "써로게이트 경제 온다…이제 완전히 바뀐다"

•   머니투데이: G7은 줄줄이 코로나19 침체인데…한국은 선방했다

•   머니투데이: 삼성 기세에 밀린 소니, 북미 TV 점유율 0%대

•   더벨: 동대문 랜드마크 '두타몰' 기초자산 리츠 상품 나오나

•   헤럴드경제(P1): “자동차 부품산업 5000억 특별보증”

•   헤럴드경제: 전기차 배터리 시장 ‘춘추전국시대’…후발주자 급부상

•   헤럴드경제: “車시장 ‘코로나 여진’ 2년은 더 간다”

•   헤럴드경제: ‘거래 절벽’ 서울 전세시장에 무슨 일이?

•   헤럴드경제: 두산 모트롤 인수전…해외SI 변수 주목

•   파이낸셜뉴스: 지금도 0%대인데… 은행 예금이자, 다음주 더 떨어진다

•   아시아경제(P1): 대한항공 구조조정, 서울시 변수 등장

•   디지털타임스(P1): [단독] 당장 퍼주려고 미래 포기한 文정부

•   이데일리(P1): [단독]대기업 벤처투자 빗장 푼다…CVC 허용 가닥

•   이데일리: 홍남기 Vs 조성욱 설전…그날 녹실회의에선 무슨 일이 있었나?

•   이데일리: “미래 성장동력 확보에 긍정적”…재계, 대기업 CVC 허용 기대감

•   이데일리(P1): [ESF 2020]제11회 이데일리 전략포럼 '인구쇼크와 한국사회 대전환'

•   이데일리: 코로나19 추가지원 대책 나왔으나…업계 실효성 '반신반의'

•   이데일리: “로봇사업에 모든 역량 집중..2024년 매출 1兆 목표”

•   아주경제: 두산솔루스 매각 성패, ‘M&A달인’ 신동빈 회장 心에 달렸다

•   데일리안: ’탈원전 3년’, 원전 근로자가 사라진다…2030년까지 3천개 ↓

•   reNews: EU, US renewables stocks ‘outperform’ fossil fuels

•   reNews: EC proposes loan facility to support climate-neutral economy

•   FuelCellsWorks: Clean Hydrogen for the Next Generation EU - FuelCellsWorks

•   Equipment Journal: Cat debuts the MH3040: the successor to the M325D L MH

•   건설경제: 서부선, 민자적격성조사 막바지 … 제안자 두산 '짝 찾기' 본격화

•   건설경제: 남양주 평내 진주아파트 재건축, 시공사 선정 절차 중단

※   대우건설ㆍ두산건설ㆍ포스코건설 컨소시엄을 1순위 우선협상대상자로 선정한 바 있다.

•   OilPrice.com: Developing The Low-Carbon Trade Route Of The Future

•   OilPrice.com: Russia Ready To Boost Production As Soon As OPEC+ Deal Ends

•   전자신문: LGD, 中 광저우 OLED 팹 본격 양산 채비…'MMG'로 48인치 패널 만든다

•   전자신문: RE100 참여 기업 235곳으로 늘어…국내는 제도 도입 협의 중

•   디지털데일리: [시스템반도체육성1년①] 日 이미지센서 ‘맹추격’ 美 AP ‘격차 여전’

•   디지털데일리: [시스템반도체육성1년②] 삼성전자·DB하이텍, 파운드리 ‘순항’…숙제는?

•   디지털데일리: [시스템반도체육성1년③] 韓 ‘아픈손가락’ 팹리스, 한 걸음 내디뎠다

•   디지털데일리: 사과 품은 LG디스플레이…'애플 특수'로 반등할까

•   Phone Arena: Samsung Galaxy Z Flip, three months later: is it worth buying?

•   Phone Arena: The Apple iPhone 12 5G, Pro and Max release date may be pushed towards Black Friday

•   Robotics & Automation News: Universal Robots launches ‘world’s largest’ virtual conference for collaborative robots

•   Robotics & Automation News: Tech giants and driverless cars: Racing against the automakers

•   Robotics Tomorrow: Intralogistics: AGV vs. AMR

•   Robot Report: SVB study: Industry 4.0 advances continue, but manufacturing jobs may be at risk

•   Nikkei Asian Review: Nissan to resume US production on Monday

•   Nikkei Asian Review: Nissan reports $6.2bn annual net loss, worst in 20 years

•   Nikkei Asian Review: Made in China 2025' is very much alive, Omron exec says

•   Nikkei Asian Review: IMF warns against rush to bring manufacturing home after pandemic

•   Mainichi: Japanese automakers' global output plunges 61% on year in April

•   Mainichi: Japan's assessment of economy unchanged as 'worsening rapidly'

•   Economic Times: Five pointers that make Friday's GDP data hard to miss

•   Economic Times: Power demand perks up as mercury soars, industrial activities rise

•   Livemint: India takes 109 days to reach 1 lakh COVID-19 cases. Next 50,000 added in just 9 days

•   Business Standard: After Fitch and CRISIL, S&P projects Indian economy to contract 5% in FY21

•   Folha de S.Paulo: Brazil Records 1,086 New Deaths from Coronavirus; The Total Number of Deaths Exceeds 25 Thousand

•   Moscow Times: Gazprom Could Lose $20Bln on Flagship China Pipeline: Lenta

•   Moscow Times: Only 10% of Russian Businesses Have Received Coronavirus Support

•   Jakarta Post: Indonesia to get $300 million ADB loan for geothermal electricity generation

•   Jakarta Post: Millennials fail to benefit from slower rise in house prices

•   Jakarta Post: ‘We can turn it into an opportunity’: Govt defends holding December regional elections - Politics - The Jakarta Post

[Opinions]

•   Project Syndicate(Andrew Sheng, Xiao Geng): Cooperate with China or Suffer

•   Project Syndicate(Jeffrey Frankel): Who Has the World’s Largest Economy?

•   Project Syndicate(Ngaire Woods, Leany Lemos): Learning to Live with COVID-19

•   FT(Editorial Board): Fiscal policy must now support the recovery

•   FT(Philip Stephens): Britain’s Brexiters still do not understand Europe

•   FT(Gillian Tett): US property groups peddle digital reinvention amid collapse

•   FT(Edward Luce): Trump is courting a landslide defeat

•   FT(Martin Sandbu): It’s game on for an EU of common purpose

•   FT(Chris Giles): Bank of England’s recovery forecasts are narrow

•   FT(Henry Foy): Gazprom calls Washington’s bluff on Nord Stream 2 sanctions

•   FT(Alan Beattie): Be wary of scapegoating ‘just-in-time’ supply chains

•   FT(Etienne Amic): Commodity traders need to embrace a digital future

•   FT(Constanze Stelzenmüller): Europe’s battle lines are drawn at a perilous time

•   FT(Jamil Anderlini): Hong Kong is the battleground in a US-China cold war

•   WSJ(Sadanand Dhume): Amid a Pandemic, China Picks a Border Fight With India

•   WSJ(John Delaney): A False Dilemma Fuels the Lockdown Wars

•   NYT(Editorial Board): Will President Trump Stand With Hong Kong?

•   NYT(Sarah Bloom Raskin): Why Is the Fed Spending So Much Money on a Dying Industry?

•   WP(Josh Rogin): China can’t crush Hong Kong’s freedom and still profit from it

•   WP(Fareed Zakaria): The pandemic’s second stage is here — and it’s getting ugly

•   WP(Brian Winter): Copying the U.S. is leading Brazil to disaster on covid-19

•   Bloomberg(Daniel Moss): Japan Is Going for Broke. Minus the Broke Part

•   Bloomberg(Conor Sen, Noah Smith): Are Supercities Like New York About to Shrink? A Debate

•   Bloomberg(Justin Fox): ‘Superspreaders’ Could Actually Make Covid-19 Easier to Control

•   Bloomberg(Brian Chappatta): $1 Trillion of Corporate Bonds Today, Downgrades Tomorrow

•   Bloomberg(Shuli Ren): China Isn’t Using Its Currency as a Cold War Weapon

•   Bloomberg(Marcus Ashworth): Jamie Dimon Captures the Stock Market Moment

•   Bloomberg(Anjani Trivedi): Can China’s Spenders Lift the World?

•   Bloomberg(Clara Ferreira Marques): Coronavirus Tightens Putin’s Economic Grip

•   Bloomberg(Lionel Laurent): An $826 Billion Battle Is Brewing in Europe

•   Bloomberg(Jonathan Bernstein): Republicans Are Settling for Waiting and Seeing

•   Bloomberg(Eli Lake): Trump Should Open America’s Doors to Hong Kong’s Citizens

•   Bloomberg(Hal Brands): Coronavirus Hasn’t Killed the Global Balance of Power

•   Bloomberg(Ramesh Ponnuru): Trump’s Treasury Is Blocking Aid to Struggling Businesses

•   Bloomberg(Nir Kaissar, Timothy L. O'Brien): $6 Trillion Should Bail Out People, Not Companies

•   Bloomberg(Shannon O'Neil): Lopez Obrador Can Save Mexico by Embracing Globalization

•   CNN(H. Gilbert Welch, Vinay Prasad): The unexpected side effect of Covid-19

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