Business Intelligence Monitor 200522

(Introduction)

[Markets]

•   Global: Stocks slip on U.S.-China tensions; oil rises to 2-1/2-month high

※   Oil prices extend gains to 2-1/2 month high

※   Dollar gains as U.S.-Sino tensions rise

※   Bond markets digest glut of supply

※   U.S. jobless claims 2.4 million, in line with estimates

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 개인·외인 매수에 상승…두달반만에 장중 2,000선 넘어

•   한국: 거침없는 카카오, 시가총액 현대차 넘본다

•   한국: 그린뉴딜' 바람 타고… 풍력발전株 쌩쌩

•   한국: 금융당국 나서니…회사채 시장 뭉칫돈 몰린다

•   Russia: Russian Ruble Hits 10-Week High on Investor Optimism

•   Metals: London copper falls from 2-month high as economic worries linger

•   Iron ore: Iron ore rises to nearly $100 a tonne as China eases custom checks

•   Grains: Soybeans, corn fall; wheat firms on crop concerns

[Indicators]

•   US·Europe·Japan May. PMI: Global Business Activity Starts to Steady, but Recovery Looks Far Off

•   US Apr. Existing home sales: U.S. Existing-Home Sales Dropped 17.8% in April

•   US Weekly Jobless claims: Workers File 2.4 Million Unemployment Claims

•   UK Apr. Housing sales: Housing sales halve for April as lockdown froze market

•   한국 1분기 가계동향: 코로나, 저소득층이 더 아팠다

※   한경: 가계 소비지출 '-6%' 최대폭 감소…코로나에 부자도 지갑 닫았다

※   매경: 소주성 때문에 홍역치렀는데…가계동향조사 또 바꾼 통계청

•   한국 1분기 대외부채: 1분기 단기외채 비중 30.6% 7년만에 최고

•   한국 5월 1~20일 수출: 5월 1∼20일 수출 20.3% 감소…승용차 59%↓·반도체↑

•   한국 주간 아파트 가격(감정원): [아파트 시황] 강남 급매물 소진…서울 집값 하락폭 줄어

•   Japan Apr. Balance of Trade: Japan exports fall most since 2009 as pandemic wipes out global demand

•   Japan Apr. Supermarket sales: Japan's April supermarket sales down 4% amid pandemic

•   Turkey Benchmark rates: Turkey cuts rates for ninth time in a row in bid to spur growth

•   South Africa Benchmark rates: S. Africa MPC Curbs Easing Expectations After Cutting Again

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Senators to Propose Bill Sanctioning Chinese Officials Over Hong Kong Security Law

•   WSJ: Hong Kong’s Security Law: What China Is Planning, and Why Now

•   WSJ: Hong Kong Protesters Fear End of the Road After Beijing Plans New Security Law

•   WSJ: Coronavirus Case Count Tops Five Million World-Wide

•   WSJ: Superspreader Events Offer a Clue on Curbing Coronavirus

•   WSJ: Covid-19 Deaths Likely Missed in Michigan, Death Certificates Suggest

•   WSJ: Mnuchin: Strong Likelihood We’ll Need Another Stimulus Package

•   WSJ: Pandemic Poses Most Serious Threat to Fed’s Goals ‘In Our Lifetimes,’ Clarida Says

•   WSJ: Fed’s Williams Optimistic for a Rebound, But Uncertain on Pace

•   WSJ: Senate Nears Deal to Extend PPP Spending Window

•   WSJ: Newsletter: Better but Still Really, Really Bad

•   WSJ: SBA Under Spotlight as Frustrations With Small-Business Aid Program Grow

•   WSJ: Facebook to Shift Permanently Toward More Remote Work

•   WSJ: Harold Hamm, Fracking Pioneer, Faces a Career Reckoning

•   NYT: Lockdown Delays Cost at Least 36,000 Lives, Data Show

•   NYT: All 50 States Are Now Reopening. But at What Cost?

•   NYT: Trump Will Withdraw From Open Skies Arms Control Treaty

•   NYT: New Threat to New York City: Commercial Rent Payments Plummet

•   NYT: China’s ‘Crude Oil Treasure’ Promised Riches. Now Investors Owe the Bank.

•   NYT: Fed Chair Warns This Is a ‘Downturn Without Modern Precedent’

•   WP: Top White House economic adviser expresses uncertainty about recovery despite Trump’s confidence

•   FT: Coronavirus not under control in US, warn Imperial scientists

•   FT: Italy raises record €22bn in bond sale as sentiment brightens

•   FT: Argentina on brink of default as it wrangles with bondholders

•   FT: Brazil emerges as a top global coronavirus hotspot

•   FT: World Bank pledges $500m to fight locust swarms in east Africa and Middle East

•   FT: India and China trade accusations after Himalayan spats

•   FT: When gold and geopolitics clash, it’s rarely pretty

•   FT: Bank of England pivots and starts to contemplate negative rates

•   FT: British banks warn BoE of pain of negative rates

•   FT: Cyclone batters India and raises fears of coronavirus surge

•   FT: Will antibody tests be our passport to normality?

•   FT: Spanish business lambasts deal to scrap labour reforms

•   FT: Is our food system broken?

•   FT: What to know about America’s newly unemployed

•   FT: Italy’s record casts shadow over hopes of post-Covid recovery

•   FT: How Orban’s decade in power changed Hungary

•   FT: Biggest US mall shows threat to mortgage-backed bonds

•   FT: Venezuela sues Bank of England over refusal to release gold

•   FT: UN experts probe dispatch of Russian-made warplanes to Libya

•   FT: Not a good time for another round of China-US friction

•   FT: Q&A: Will the oil industry recover from the Covid-19 crisis?

•   FT: How coronavirus turned the business of trading at banks on its head

•   FT: What Xi knew: pressure builds on China’s leader over coronavirus response

•   FT: US health chief warns of virus flare-up this year

•   Bloomberg: Japan’s Corporate Profit Tumbles Most Since Financial Crisis

•   Bloomberg: South Asian Rivals Prepare for Bloody Summer in Disputed Kashmir

•   Bloomberg: Asia Investors Hunt Property That Gains From Social Distancing

•   Bloomberg: Bolsonaro Makes Deal With Governors as Virus Seizes Brazil

•   Bloomberg: Deflation Would Be a Crippling Side Effect of the Pandemic

•   Bloomberg: Sheltering Americans Give Record Chill to Tourism This Summer

•   Bloomberg: Pandemic Is Last Nail in Globalization’s Coffin, Says Carmen Reinhart

•   Bloomberg: ‘Tough on China’ Stance Seen Pushing Delisting Bill Forward

•   Bloomberg: What to Expect From the BOJ’s Emergency Meeting on Friday

•   Bloomberg: ‘Back to Square One:’ Saudi Arabia’s Double Crisis Hits Home

•   Bloomberg: America’s Online Shopping Revolution Will Outlast the Lockdown

•   Bloomberg: Russia Grabs Mideast Peace Initiative From U.S. With Talks Offer

•   Bloomberg: Goldman Says Buy World’s Worst Stocks Because Rebound Is Coming

•   Bloomberg: Egypt Bets on Risk Appetite With $5 Billion Eurobond Return

•   Reuters: U.S. strikes at a Huawei prize: chip juggernaut HiSilicon

•   Reuters: GM restarting Silao, Mexico eight-speed transmission line

•   Reuters: Brazil to boost aid for informal workers, formal jobless insurance claims surge 76.2%

•   CNN: Why China and India shouldn't let coronavirus justify walking back climate action

•   CNN: News industry lobbyists say Congress needs to include relief in next stimulus package

•   CNBC: Trump says he won’t close the country if second wave of coronavirus hits

•   CNBC: Coronavirus Dubai: 70% of companies expect to close in six months

•   CNBC: CDC’s coronavirus dashboard includes data that could inflate states’ test numbers

•   CNBC: Investors shouldn't follow coronavirus 'vaccine playbook': strategist

•   CNBC: Tesla HR tells production workforce it's back to 'normal operations'

•   CNBC: Coronavirus: U.S. gives AstraZenena $1 billion for Oxford vaccine

•   CNBC: Coronavirus stimulus: McConnell says no extension of unemployment benefit

•   CNBC: Huawei says its HarmonyOS operating system can rival Google, Apple

•   Fox Business: US, China move forward in implementing trade deal

•   Fox Business: Fed's Rosengren says US unemployment rate could remain in double digits at end of 2020

•   Business Insider: Home mortgage delinquencies spiked a record amount in April | Markets

•   SCMP: US Senate’s bill to fence off Wall Street from Chinese companies may turn into a helping hand to Hong Kong stock exchange

•   SCMP: China overtakes US as No 1 in buying power, but still clings to developing status

•   SCMP: Coronavirus: China set to push economic policy to new limits as National People’s Congress begins

•   SCMP: China to firmly defend its interests if US threatens them, official says

•   Global Times: Poverty rate dropped to 1.1% in western China's rural areas in 2019: NDRC

•   Global Times: China should aim for a 6% GDP growth in 3 years instead of setting an annual target: govt adviser

•   매경(P1): 文대통령 "고통분담 통한 사회적대타협 기회"

•   매경: 재계 "개소세 인하·자금지원을"…文대통령에 추가대책 요청

•   매경: `녹색성장` 칭찬한 文…위기 극복위해 MB정부 정책도 벤치마킹

•   매경(P1): 美 "탈중국 공급망, 한국과 논의했다"

•   매경: 한국에 `中고립` 편들라는 美…되살아나는 사드 악몽

•   매경(P1): 삼성, 평택에도 EUV파운드리

•   매경: 이재용 "어려울때 미래투자"…삼성, 파운드리에 10조 추가 투입

•   매경: [단독] 소득따라 연금 가입기간 양극화…노후보장도 빈부격차

•   매경: 전국민 기본소득은 허우대만 멀쩡한 `로빈 후드`

•   매경: 첨단산업단지·100% 국공립유치원…3기신도시 `베드타운` 막는다

•   매경: 월성원전 `셧다운` 위기

•   매경: 국책銀 기업 구조조정 `진땀`…시중銀 `뒷짐`

•   매경: 1830만가구 11.5조 재난지원금 수령

•   한경(P1): 상속세 완화하자…일본 가업승계 10배 늘었다

•   한경: 신용거래 10조 돌파…'빚투 개미'에 경고 목소리

•   한경: 여행산업까지 '빛내주던' LCC의 절망…'빚 적어서' 날개 접을 판

•   한경: 일본 브랜드 불매'에 매출 급감…GU, 한국 떠난다

•   한경: 임금 인상률 밑도는 수익률…기업들에 충당금 '시한폭탄'

•   서경: "생산기지 이전, 원룸 이사 아닌데..." 샌드위치 韓기업 발동동

•   서경: 글로벌 반도체 패권전쟁 가열···고민 깊어지는 삼성

•   서경: 커버드본드 '폭증 가계대출' 안전판되나

•   서경: "낙폭 줄었지만 연말까지 반등 힘들 것"[부동산 전문가 집값 전망]

•   서경: [단독] '전월세 신고제' 논란 많은데...벌써 시스템 구축 나선 정부

•   서경: 美, “반도체 수출규제 하이닉스 해당 안 돼”

•   조선(P1): 원격의료' 운만 띄우고… 리더십 안보이는 당정청

•   조선비즈: 현대重 떠난 지 3년…풍력발전 구조물 제작으로 활로 찾는 군산中企

•   인베스트조선: 무차입' 경영의 역설…코로나 지원 우선순위 밀리는 기업들

•   중앙: [단독] 김정은 재잠적 21일째···"평양 떠나 원산서 통치 중"

•   동아(P1): 美 “비핵화 보조 맞춰야”… 한미 ‘5·24조치’ 냉기류

•   동아: “평일 손님 1, 2명뿐… 시장 상인들끼리 서로 팔아줘야 하는 판”

•   동아: 불꺼진 김해공항… 인근 상권도 올스톱

•   동아: 코로나 백신 ‘게임체인저’ 누가 될까?

•   동아: 코로나 잡으려면 ‘예측 모델의 한계’ 뛰어넘어라

•   동아: 日 수출규제 11개월… 소부장 국산화 착착, 克日까진 먼길

•   문화: 생산량 17% 뚝 ‘위기의 車업계’… 연간 350만대도 위태위태

•   문화: “대기업 리쇼어링 기준 완화하고 첨단·고부가산업 중심 지원해야”

•   문화: 두산重, 사원·대리까지 휴직 통보, 오늘부터 350명… 노조 투쟁 시사

•   문화: SPV, 저신용 회사채 매입 대상에 관심 집중… 두산그룹 계열사들 수혜 가능성

•   문화: 산은·수은, 1년후엔 대한항공 2대 주주?

•   국민(P1): 택배·캐디 연내 적용… 전 국민 고용보험 윤곽

•   세계(P1): “27일 등교·대입일정 변함없다” 못 박은 교육부

•   머니투데이: 삼성전자→원유 갈아탔다가…'돈 잃은' 개미들의 깨달음

•   머니투데이: 이번엔 쇄빙 LNG선?…韓 텃밭 넘보는 中 조선

•   더벨: 포드자동차의 회생과 두산그룹

•   더벨: 두산밥캣 미국 자회사, 달러 담보부채권 발행 착수

•   헤럴드경제: 중견기업들까지 한국 떠난다…올해만 3곳 ‘脫코리아’

•   헤럴드경제: 소비 할퀸 코로나태풍…‘홈코노미’는 무풍지대

•   헤럴드경제: 저신용채 발행 반토막…비우량사 돈줄 마른다

•   헤럴드경제: 기업 발목잡는 法만 만든 20대 국회

•   헤럴드경제: 美시장 위축…두산밥캣 신용등급 전망 하향

•   파이낸셜뉴스: 꽉 닫힌 지갑, 소비성향 역대 최저.. 증시회복·재난지원금이 '실낱 희망'

•   파이낸셜뉴스: 두산重 실사 이르면 다음주 결론.. 매각대상·시기 세부안 '줄다리기'

•   파이낸셜뉴스: 두산건설 사옥 매각 본격화… 내달 입찰

•   파이낸셜뉴스: 삼성·LG전자, 임원 보수 대폭 감소

•   아시아경제(P1): 상폐 위기' 관리종목 100개 넘었다…금융위기 이후 최대

•   아시아경제: 관리종목 대부분 '경영악화' 탓

•   아시아경제: [코로나 대변혁] "식량은 충분…글로벌 공급망 강조돼야"

•   아시아경제: [코로나 대변혁] 식량공급망 곳곳 인력공백, '로봇'이 메운다

•   아시아경제: [코로나 대변혁]채식주의자용 대체고기…이젠 식량위기 대안

•   이데일리: [文 산업계 간담회]“‘구조조정’의 ‘구’도 나오지 않았다”

•   이데일리: 투기등급 회사채 매입 대상 기업은? 우려와 기대효과는?

•   뉴시스: 허성무 시장, "두산중·STX조선 고용문제, 회사와 정부가 해결해야"

•   뉴스1: 유니버설로봇, 협동로봇 웨비나 진행

•   뉴스1: 한수원 "UAE 바라카 원전 직원 4명 코로나19 '음성' 판명"

•   데일리안: 돌아온 ‘갤노트9’, 미국서 경쟁력 입증…다시 돌풍

•   프라임경제: 알짜계열사' 두산솔루스, 누구 손에 쥐어질까

•   아시아타임즈: “미래 달렸다”…로봇에 힘주는 중공업 2사 ‘현대·두산’

•   더구루: 두산, 영국서 공항 지상지원장비 차량 수주

•   reNews: UK renewables output 'overtakes' fossil fuels

•   reNews: Wind ‘to supply half of UK power by 2030’

•   FuelCellsWorks: A History of Hyundai and Fuel Cell Technology

•   에너지경제: 반기문 '한국판 그린뉴딜 명확한 개념정립 필요'

•   에너지경제: 그린뉴딜, 전기요금 인상 등 재원마련 방안은?

•   KHL: 86% of sites now open in England and Wales

•   KHL: 50% cut in construction CO2 possible now

•   KHL: China puts 5G to work in construction

•   For Construction Pros: Construction Post-COVID-19: 4 Tools to Adapt to the New Normal

•   OilPrice.com: Saudi Arabia Suspends Plans To Ship U.S. LNG

•   MINING.com: CHART: Mining exploration spending to drop 29% this year

•   MINING.com: CHART: Mining’s covid-19 capital spending cuts top $6bn

•   전자신문(P1): [IT메가비전 2020]"포스트 코로나 시대, AI 활용에 기업 생존 달려"

•   전자신문: [이슈분석] 9차 전력수급계획 쟁점은?…LNG·신재생 확대 따른 발전효율 숙제

•   전자신문: [이슈분석]전기요금 인상 우려에 산업·에너지업계 '노심초사'

•   전자신문: [이슈분석] 전략환경영향평가 첫 도입, '변수' 커질지 주목

•   전자신문: [이슈분석]충전요금 향후 2년 간 두 배 이상 상승...전기차 승부처는 '전비'

•   전자신문: 갤럭시A 퀀텀, 흥행조짐... 전작 대비 예판량 3배

•   전자신문: 실내조명으로 전지 충전... UNIST, '염료감응 광충전 전지' 개발

•   디지털데일리: LG디스플레이, 2분기 광저우 OLED 양산 총력…170명 급파

•   Phone Arena: The Galaxy S20 trio made up 94 percent of 5G sales in the US in Q1 2020

•   Phone Arena: Motorola Razr 2 may launch in September

•   Phone Arena: Apple Glass production will reportedly kick off in the first half of 2021

•   Inside EVs: Will Lockdown's Lower Pollution Levels Lead To Higher Demand For EVs?

•   Inside EVs: China's Domestic EV Startups Are Struggling, Will Tesla Prevail?

•   Robotics & Automation News: Coronavirus ‘exposes industry’s need to modernize operations’

•   Robotics & Automation News: 6 River Systems strengthens capabilities of its warehouse robots

•   Robotics Tomorrow: Using Mesh Network Applications for Robotics

•   Robot Report: GE building worm-like robots to dig military tunnels

•   Robot Report: How depalletization can benefit from computer vision, robotics, and machine learning

•   Nikkei Asian Review: Japan weighs lifting Tokyo's coronavirus emergency May 25

•   Nikkei Asian Review: Kawasaki disease and the coronavirus: six things to know

•   Nikkei Asian Review: SoftBank and Son search for path out of 'Coronavirus Valley'

•   Nikkei Asian Review: Major economies reopen but traffic still 60%: Google data

•   Japan Times: Over 3 million jobs could be lost in Japan due to virus, study says

•   Economic Times: 1000-fold increase in quantum of COVID-19 tests: ICMR

•   Economic Times: Corporate revenues drop over 25% during lockdown; normalcy may take over 1 year to return: Survey

•   Livemint: NBFCs disappointed by stimulus package details, write to FM Sitharaman

•   Livemint: Domestic airlines to resume flights at one-third capacity from Monday

•   Livemint: Uneven testing threatens to dampen covid containment

•   Livemint: Covid-19 may change Indian cities forever

•   Livemint: Job creation number plummets to its worst in FY20 in March

•   Business Standard: Railways to restart counter ticket bookings, run more trains soon

•   Viet Nam News: Government actions not enough to revive business sector: academic

•   Myanmar Times: New World Bank package for Myanmar to focus on pandemic recovery

[Opinions]

•   Project Syndicate(Anatole Kaletsky): Europe’s Hamiltonian Moment

•   Project Syndicate(Pranab Bardhan): Modi’s Performance and the Tragedy of India’s Poor

•   Project Syndicate(Willem H. Buiter): Time for a Selective Debt Jubilee

•   FT(Editorial Board): The role of robots in a post-pandemic world

•   FT(Editorial Board): Negative interest rates are a tool, not a gift

•   FT(Kristalina Georgieva): IMF chief: halt bank dividends and buybacks now

•   FT(Martin Wolf): A no-deal Brexit amid the pandemic would be disgraceful

•   FT(Philip Stephens): The EU’s fate rests on Germany’s identity crisis

•   FT(Gillian Tett): Fed’s swaps intervention will preserve dollar’s reach

•   FT(Edward Luce): Pompeo and America’s end of times diplomacy

•   FT(Martin Sandbu): Rebuilding better after Covid-19, part 3

•   FT(John Springford): EU recovery fund is a historic step, almost

•   FT(Jens Nordvig): Did anyone notice that Merkel-Macron plan was a very big deal?

•   FT(Rebecca Galanopoulos Jones): Tanker groups emerge as oil market turmoil winners

•   FT(Jude Webber): Mexico reopens without knowing if pandemic is under control

•   WSJ(Daniel Henninger): Elon Musk’s ‘Final Straw’

•   WSJ(Karl Rove): Will Bernie Take Over the Biden Campaign?

•   NYT(Nicholas Kristof): Let’s Remember That the Coronavirus Is Still a Mystery

•   NYT(Spencer Bokat-Lindell): How Long Will It Take for the Economy to Recover?

•   WP(Josh Rogin): Covid-19 has brought Trump’s warring China factions together

•   WP(Marc A. Thiessen): China is using covid-19 to throttle Hong Kong’s pro-democracy movement

•   WP(Greg Sargent): Trump’s entire reelection message amounts to an admission of failure

•   WP(Joe Scarborough): I believe in American exceptionalism. That’s what makes this crisis so hard to accept.

•   Bloomberg(Noah Smith): U.S. Economy May Not Help Win a Cold War With China

•   Bloomberg(Tim Duy): For Markets, It's the Economy's Direction That Matters

•   Bloomberg(Mihir Sharma): No, India Doesn’t Need a Bigger Stimulus

•   Bloomberg(Shuli Ren): BlackRock Made Emerging Markets. So It Can Break Them

•   Bloomberg(John Authers): ESG Investing Is Having a Good Crisis. It's Also Killing Jobs

•   Bloomberg(Anjani Trivedi): The Robots-Are-Taking-Our-Jobs Threat Gets Real

•   Bloomberg(Jonathan Bernstein): Money Isn’t Everything in This Election

•   Bloomberg(Hal Brands): What Does China Really Want? To Dominate the World

•   Bloomberg(Joe Nocera): Lockdowns Haven’t Proved They’re Worth the Havoc

•   Bloomberg(Kathryn Judge): The Financial Part of the Covid Crisis Isn’t Over

•   Bloomberg(Cathy O'Neil): Here’s a Covid-19 Number Worth Watching

•   CNN(Dan K. Eberhar): Oil exec: It would be a mistake for the US government to bail us out

•   MarketWatch(Satyajit Das): We’re now seeing the sharp edge of market volatility’s sword and it cuts deep

•   MarketWatch(Andrew Duguay): As the economy reopens, these three indicators will show the strength of the recovery

•   MarketWatch(Josh Knauer): This entrepreneur warns that reopening too soon will be worse for businesses than staying closed for longer

•   Reuters(Clyde Russell): In the coming renewable energy boom, Australia is once again the lucky country: Russell

•   Nikkei Asian Review(Adam S. Posen): Coronavirus stimulus inflation risk depends on politics, not economics

•   Robotics & Automation News(Sam Francis): Opinion: Cloud robotics is a game changer, but three challenges lurk

•   서경(조양준): 신재생에너지 과속에 ‘판’ 깔아준 그린 뉴딜

•   헤럴드경제(홍석희): 기안기금 40조…문제는 산은이야

•   이데일리(김영수): 두산베어스'의 눈물

•   논객닷컴(박종국): 두산그룹해체위기...광고가 먼저가 아니라 사람이 먼저입니다

•   민중의 소리(이완배): 두산그룹은 사우디 왕가 흉내부터 집어치워라