Business Intelligence Monitor 200612

(Introduction)

[Markets]

•   Global: Stocks tumble, safe-haven assets rally on downbeat Fed outlook

※   MSCI world stocks index sees biggest fall since March

※   Asia stocks retreat after 10 days of gains

※   Bonds rally as Fed mulls yield curve control, guidance

※   Oil tumbles towards first weekly fall since April

※   Macro 백업표

※   Industry 백업표

•   US: Only One Stock in the S&P 500 Finished Higher as Index Plunged

•   한국: 코스피 열흘 만에 하락 마감…2,170선으로 후퇴

•   한국: 거래소, 두산퓨얼셀 주가 급등에 12일 하루 주식 매매거래 정지

•   Grains: Wheat slides on record global stocks estimate

[Indicators]

•   US Weekly Jobless claims: U.S. Initial Unemployment Claims Fell to 1.5 Million Last Week

•   US Weekly Bloomberg consumer comfort index: U.S. Consumer Comfort Climbs to a Six-Week High on Finances View

•   Italy Apr. Industrial production: Italian April Industrial Production Plunges on Lockdown Damage

•   한국 6월 1~10일 무역수지: 6월 1∼10일 수출 20.2% 증가…일평균 기준 9.8% 감소

•   한국 주간 아파트 가격(감정원): 다시 뛰는 서울 아파트값…10주 만에 상승

•   Japan Q2 BSI: Japan business sentiment dives to 11-year low on coronavirus hit

•   India May Car sales: Covid-19 impact: Retail sales of passenger vehicles plunge 87% in May

•   India May Fuel demand: India’s monthly fuel demand jumps 47.4% in May as Covid-19 lockdowns ease

•   South Africa Apr. Mining production: South African Mining Output Drops Most in 39 Years on Lockdown

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Cases Top Two Million

•   WSJ: Covid-19 Hospitalizations Surge in Some States

•   WSJ: Investors Get Ready for the Fed to Cap Rates

•   WSJ: Steven Mnuchin Says White House Considering Second Round of Stimulus Payments

•   WSJ: Congress Confronts Summer Deadlines for Stimulus Decisions

•   WSJ: U.S. Households’ Net Worth Had Record Fall in First Quarter

•   WSJ: Amazon to Face Antitrust Charges From EU Over Treatment of Third-Party Sellers

•   WSJ: WSJ Survey: U.S. Recovery From Pandemic Shock to Begin by Third Quarter

•   WSJ: Newsletter: ‘We’re Not Thinking About Raising Rates’

•   WSJ: Boeing Supplier Freezes 737 MAX Work

•   NYT: As Energy Prices Tumble, Developing Countries Trim Subsidies

•   WP: As coronavirus cases rise nationwide, public health experts urge caution

•   WP: Trump, economic team launch quick counternarrative amid market dive, grim Fed outlook

•   WP: Trump administration won’t say who got $511 billion in taxpayer-backed coronavirus loans

•   WP: Rio, Sao Paulo favelas, neglected by Bolsonaro's Brazil, fight coronavirus

•   FT: US solar installations fall puts 72,000 jobs at risk

•   FT: EU capitals ready to look beyond Europe for WTO chief

•   FT: One metre or two? Economic pressure stokes distancing debate

•   FT: When will global employment recover from its coronavirus collapse? Ask FT journalists

•   FT: Strict social distancing for crowded trades

•   FT: UK in U-turn on full post-Brexit border controls

•   FT: Britain and EU seek to break Brexit deadlock

•   FT: European regulator accepts virus could delay futures rules

•   FT: UK’s virus recovery lags behind European peers

•   FT: US diplomat confirms Trump’s plan to withdraw troops from Germany

•   FT: Thai government urged to explain benefits of trade deals to dubious public

•   FT: Central banks’ appetite for dollars limited as conditions ease

•   FT: Wanted: A eurozone crisis-fighter

•   FT: Spain plans ‘surgical’ measures to keep coronavirus under control

•   FT: Pandemic puts hold on £6bn infrastructure projects

•   FT: Clock starts ticking on UK coronavirus jobs scheme

•   FT: Tenants hit out at lack of protection from landlords

•   FT: Trump battles strong anti-racism tide in race with Biden

•   FT: ‘Resilient’ subprime borrowers spread cheer in US debt markets

•   FT: China turns to steel to galvanise post-Covid economy

•   FT: China faces outcry after premier admits 40% of population struggles

•   FT: UK house prices expected to fall despite stable demand

•   FT: China turns to steel to galvanise post-Covid economy

•   Bloomberg: India’s Credit Market Has Been Stung by Bankruptcy Suspension

•   Bloomberg: Fear of Missing Historic Rally Has Koreans Borrowing to Invest

•   Bloomberg: Rescuing State-Owned Firms Adds to Emerging Market Debt Crisis

•   Bloomberg: Mining Industry Recovery May Bolster Australia’s Economy Again

•   Bloomberg: BOJ’s Help for Banks Still Leaves Resistance to Negative Rate

•   Bloomberg: U.K. Does a U-Turn on China, Forced Into an Uneven Fight

•   Bloomberg: Kansas City Fed’s Annual Symposium Will Be Virtual Event

•   Bloomberg: Houston on ‘Precipice of Disaster’ as Virus Cases Spread

•   Bloomberg: Europeans Are Hoarding Billions and Have Few Plans to Spend Them

•   Bloomberg: U.K. Farmers to Test Fruit-Picking Robots Amid Labor Shortage

•   Bloomberg: A Veteran of Supply Chains Downplays Talk of Seismic Shifts in Global Trade

•   Bloomberg: Merkel Presses Li on Market Access for Non-Chinese Companies

•   Bloomberg: Trade Barriers Most Harmful in Times of Crisis, BOE Finds

•   Bloomberg: What Trump, Johnson Want From U.S.-U.K. Trade Deal

•   Bloomberg: N.Y. Reopens the Right Way, Cuomo Says, While Others See Spikes

•   Bloomberg: If the Fed Saved the Day, Why the Fear of Zombies?

•   Bloomberg: GM’s Electric Bet Is Likely to Cost the Carmaker Market Share

•   Bloomberg: Apple Analysts Grow More Optimistic on 5G Prospects and Recovery

•   Bloomberg: Clean Energy Buyers Seek A Role in Europe’s Green Stimulus

•   Reuters: U.S. looking at various responses to China's law on Hong Kong: Mnuchin

•   Reuters: Latin America hits 70,000 pandemic deaths, daily record in Mexico

•   Reuters: Indonesia coronavirus-related deaths reach 2,000, official says

•   Reuters: Fifty drivers fight for one order': Southeast Asia gig economy slammed by virus

•   Reuters: Exclusive: Britain asks private bankers to discuss potential wealth taxes - source

•   CNN: Finding a coronavirus vaccine is hard. Getting it to people is a whole other problem

•   CNBC: U.S. debt surges to $55.9T amid jumps in corporate and government borrowing

•   CNBC: OPEC+ mostly met cut targets in May, but future compliance uncertain

•   CNBC: Russia lifts restrictions ahead of Victory Day and constitutional vote

•   CNBC: Stimulus update: White House, GOP push coronavirus relief talks to late July

•   CNBC: Brexit no-deal concerns grow as lockdown lifts

•   CNBC: Germany's car industry faces big challenges after coronavirus

•   CNBC: Manhattan's empty apartments: New leases plunge 62% in May

•   SCMP: Pompeo appearance with Tsai Ing-wen and Hong Kong activist set to anger China

•   SCMP: Beijing warns Australia not to penalise Chinese investors with new policy

•   매경(P1): "한국을 제조업 메카로…K쇼어링 일으키자"

•   매경: "고꾸라진 제조업 다시 살릴 힌트 찾았다"

•   매경: "바운스백 넘어 바운스 포워드로"…中企에 삼성·현대차 DNA 접목

•   매경: 11조弗 푸는 세계…`힘센정부·비대면 新경제` 대비하라

•   매경: "공급망 지키는게 국가안보…그런 인식이 제조업 리쇼어링 촉진"

•   매경: 조동철 "코로나는 일시적…재정보단 통화정책 바람직"

•   매경: 윤성로 4차산업혁명위원장 "AI기술, 美·中 따라잡을 기회 충분"

•   매경: 세계는 제조업 전쟁…日정부 "지분 1% 해외매각도 승인받아라"

•   매경: 美견제에…中, 은밀하게 독하게 `기술자립` 나서

•   매경: 트럼프 "펀드 만들어 리쇼어링비용 전액 지원"

•   매경(P1): 정부 `2조+α` 투입해 기업자산 매입

※   기재부: 제6차 비상경제 중앙대책본부 회의 개최 | 보도(참고)자료 | 기획재정부

•   매경: 인천·군포·안산…심상찮은 집값에 홍남기 "언제든 조치"

•   매경: 두산 구조조정 난항…정부, 캠코·PEF 끌어들여 헐값매각 막는다

•   매경: 정부 "5.8조규모 기업투자 신속 발굴"

•   매경(P1): SKT·KT 전사업부 로봇사원 채용한다

•   매경: 코로나로 생산라인 마비되자…로봇사원이 현장 달려가 해결

•   매경: RPA는 디지털 혁신? 인재관리 관점에서 접근해야

•   매경(P1): `비대면 인증`되도록 금융실명제 고친다

•   매경: 주민증 대신…안면인식·블록체인 활용한 실명확인 길열릴듯

•   매경: 한은 "연준 발언 예상된 수준…한국엔 긍정적"

•   매경: 대기업 `세제지원` 요구에…與 "사내유보금 더 써라"

•   매경: 정부 이어 여당도 "대기업 벤처투자 허용해야"

•   매경: 장원기 前삼성전자 사장 중국行…반도체·디스플레이 업계 `술렁`

•   매경: 자본시장硏 "하반기 코스피 2350까지 간다"

•   한경(P1): 묻어둬도 돈 안되고 벌자니 손실 무섭고…5060 진퇴양난

•   한경(P1): 미국에 FANG 있다면 한국엔 BBIG 있다

•   한경(P1): 이재용 부회장 기소 여부…외부전문가 판단 받는다

•   한경: 1차 관문' 넘은 삼성 승부수…이재용 '불기소 의견' 나올까

•   한경: 당권·정책 쥐락펴락…巨與 내 '실세 모임' 더좋은미래

•   한경: 5년 前 시총 '톱10' 중 삼성전자 등 3곳 빼고 모두 탈락

•   한경: 기업 옥죄는 韓…美 의회는 '반도체 의기투합'

•   한경: UNIST, 수소 생산 효율성 높인 촉매 개발

•   서경(P1): [단독]서민 위한다더니··· 4억 이하 아파트 65%사라졌다

•   서경: [단독] 4억대 창동주공 8억대로 ...수도권 중저가 단지도 씨 말라

•   서경: "집값 말고 증세 노렸나" 부동산정책 불신 커진다

•   서경: ‘코로나 직격탄’ 車 부품업계에 5,000억 특별보증

•   서경: 고무줄처럼 늘었다 줄었다···LGD '꿈의 디스플레이' 2024년 내놓는다

•   조선(P1): 코로나 약한 고리' 대기업 협력사 휘청

•   조선: 항공 협력업체 "우릴 대기업으로 분류, 지원도 못받아"

•   조선: "고용 유지할수있게 우리도 미국처럼 'PPP' 도입해달라"

•   조선: 靑 "文 평등경제는 포용성장의 연장선… 경제민주주의 뜻해"

•   조선: 배달·소독·순찰… 코로나가 앞당긴 無人자율주행

•   조선: 한국 기업 빅5, 해외매출 비중 71%

•   조선비즈: [단독] 지자체·공기관, 현금으로 쌓아둔 수십조원 주식·채권에 투자한다

•   중앙(P1): 기재부, 문 정부 임기내 나랏빚 1000조 전망

•   중앙: 176석 거여 기업규제법 드라이브 “21대 국회서 완성할 것”

•   중앙: [단독]감사원, 한수원 사장 총선전 두번 소환…월성1호 집중조사

•   중앙: 재난지원금 주느라 장애인·기초수급자 복지 확 줄였다

•   중앙: 수소트럭 전쟁 불붙었다

•   동아(P1): 기업은 어느 장단에… 당정 딴소리에 ‘불확실성 리스크’

•   동아: 여당 기업규제 입법 강조 90분뒤… 기재부는 “투자하라” 엇박자

•   동아: “글로벌 교역, 금융위기때보다 더 위축”

※   한국은행: 「통화신용정책보고서」(2020년 6월)

•   동아: 강릉 ‘수소연료전지 발전소’ 8월부터 건립 공사

•   문화(P1): [단독]北노동신문 ‘당중앙’ 잇단 사용… ‘후계자 김여정’ 정지작업 분석

•   문화: 1974년 ‘당중앙’ 등장할때와 상황 유사… 당시도 해석 분분했지만 김정일이 승계

•   문화: 김정은은 후계자 공식화 이후인 2010년 ‘당중앙’ 호칭

•   문화: 월성1호기 재가동 결정… 한수원 前 사장·이사들 “崔감사원장 응원” 회견

•   한국(P1): [수축사회가 온다] 코로나 고용쇼크 20대 후반 ‘잃어버린 세대’ 위기

•   국민(P1): 암호화폐도 양도세 물린다

•   서울: 수소경제 ‘킥오프’… 대기업들 수소사업 선점 경쟁 불붙었다

•   세계(P1): [알립니다] ‘2020 세계에너지포럼’에 초대합니다

•   한겨레(P1): 정부 “지주사 재벌 벤처캐피탈 허용”…금산분리 원칙 훼손

•   경향: KDI “한전의 베트남 석탄화력 사업, 마이너스 수익 예상”

•   머니투데이(P1): 내년 최저임금 심의 막 올랐다…주목해볼 키워드 2가지

•   머니투데이: 사회적 거리두기' 다시 해야 하나…고심하는 정부

•   머니투데이: 코로나에도 입주문의 늘어난 '공유오피스'…무슨일?

•   MTN: [단독] 두산重, 서남아시아 대규모 수력발전 사업 참여 …'사업개편 의지'

•   더벨: 풍력발전기 '국산화' 바람은 불 수 있을까

•   파이낸셜뉴스(P1): 은성수 "아시아나, M&A 결론나야 자금지원"

•   파이낸셜뉴스: "위기, 목구멍까지 차올라"… ‘감원 폭풍’ 全업종이 떨고 있다 [산업계 구조조정 칼바람]

•   파이낸셜뉴스: 외인 증권투자금 다시 순유출… 채권 5개월째 샀지만 주식서 4개월째 빠져

•   파이낸셜뉴스: 개미들 넘치는 돈… 코스피 일평균 거래대금 사상최고

•   이데일리: [마켓인]‘하반기에 큰 장 선다’…실탄 장전하는 M&A 시장

•   이데일리: 두산重 보유 ‘클럽모우CC’에 20여곳 LOI 제출..매각가 2000억 안팎

•   연합: 북한 "트럼프에 치적선전 보따리 안줘…미에 맞서 힘 키울 것"

•   뉴스핌: [홍승훈의 리턴즈] 버려야 할 주식들② 고수들도 울고 간 두산·현대차의 패착

•   뉴스1: 저 세상 주가' 테슬라…韓 배터리 업계에 기회 될까

•   데일리안: 두산 야구단 강제매각?…"원매자가 없다"

•   데일리안: 두산의 딜레마, 채권단 "매각 속도 더 내라"…'알짜'도 매각?

•   비즈니스포스트: 세계적으로 수소산업 육성에 힘실려, "수소산업 관련주 주목해야”

•   글로벌이코노믹: 두산그룹, 드론 기술로 건설현장 싹 바꾼다

•   CEO스코어데일리: 중부발전, 1320MW급 베트남 화력발전소 운영·정비 목적 SPC 설립

•   EBN: 기세 좋던 건설업계 M&A, 최악 타이밍에 표류 중

•   뉴데일리: "신한울 3·4호기 허가심사도 안 끝났는데… 산업부, 건설 취소했다"

•   뉴스웨이: [NW리포트｜탈원전 3년]남부·서부발전, 태양광·풍력 신재생에너지로 활력 찾는다

•   위키트리: “두산퓨얼셀, 신규시장 확대를 통한 중장기 실적 고성장 뒷받침“ | 위키트리

•   일요신문: ‘솔루스 찔러본 이유가…’ 롯데 신동빈 배터리 사업 진출 시동 거나

•   국토일보: 평내 ‘진주아파트’ 재건축 공사 속도낸다… 사업 시작 12년 만에 조합원들 쾌재

•   Power Engineering: Siemens, Total partnering on developing “greener” LNG liquefaction projects worldwide

•   Power Engineering: Doosan Škoda shipping first steam turbine for Japanese biomass power plant

•   reNews: EU must ‘unleash corporate renewables buying power’

•   reNews: Renewables 'could create a million jobs in England'

•   Windpower Monthly: Hybrids could ‘refuel’ India’s waning wind sector

•   에너지데일리: [연료전지 특집 시리즈] ③ 친환경 신재생에너지로서 연료전지는 왜 탁월한가?

•   For Construction Pros: Coronavirus Disruptions Expected to Shrink French Construction Industry by 9.4% in 2020

•   For Construction Pros: Doosan Bobcat Partners with Ainstein on Radar Sensor Technology for Compact Equipment

•   OilPrice.com: 24 Percent Of U.S. Oil Production In The Gulf Of Mexico Is Still Offline

•   MINING.com: Why we’re overweighting renewable energy

•   CNET: When 5G comes to cars, we start to get invisible force fields

•   CNET: 5G starts with your phone, but is about bigger ideas

•   Verge: Ford’s electric F-150 will go on sale in 2022

•   전자신문(P1): [포스트 코로나]美 베스트바이 60% 재오픈...'보복소비' 기대하는 삼성-LG

•   전자신문: 3월 태양광 전력거래량 '역대 최대'

•   Phone Arena: Is this how the Samsung Galaxy Fold 2 would look like?

•   Robotics & Automation News: Coronavirus expected to cut industrial robot revenue by more than 8 per cent this year

•   Livemint: How covid-19 is driving big reforms in ease of doing business

•   Business Standard: India's economic fundamentals demand a much better rating: CEA Subramanian

•   Jakarta Post: Investing in bonds safe bet amid market volatility: Experts

•   Jakarta Post: Consumers lament PLN electricity bill spike

[Opinions]

•   Project Syndicate(Dalia Marin): The Economic Consequences of Disrupted Global Supply Chains

•   Project Syndicate(Dani Rodrik, Stefanie Stantcheva): The Post-Pandemic Social Contract

•   FT(Editorial Board): Jay Powell’s stark message to the markets

•   FT(Philip Stephens): America’s allies should prepare for a Biden presidency

•   FT(Edward Luce): America is losing the stomach to fight Covid-19

•   FT(Martin Sandbu): Unemployment, zombie jobs and the post-pandemic economy

•   FT(David Gardner): Seven reasons why President Erdogan looks vulnerable

•   FT(Chris Giles): Lockdown easing will only work if trust is restored

•   FT(Mohamed El-Erian): Bad things happen when finance front-runs the economy

•   FT(Miles Johnson): Myths can make ‘smart money’ act dumb

•   WSJ(Walter Russell Mead): The Thinking Behind Trump’s Troop Cut in Germany

•   WSJ(Mac Thornberry): U.S. Retreat From Europe Would Be an Abdication

•   WP(Henry Olsen): We can’t keep the economy closed forever

•   WP(Josh Rogin): The battle over U.S. troop withdrawals is just beginning

•   WP(Daniel P. Oran, Eric J. Topol): The coronavirus’s high asymptomatic rate shows we need to rethink how to control the pandemic

•   Bloomberg(Mohamed A. El-Erian): Fed Shoots Down Notion of a V-Shaped Recovery

•   Bloomberg(Narayana Kocherlakota): The Fed Is Choosing Banks Over People

•   Bloomberg(Shuli Ren): China Is Killing Its Bond Bull to Save Main Street

•   Bloomberg(John Authers): Powell's Ready to Play the Fresh Prince of Bubbles

•   Bloomberg(Jim Bianco): Blame the Fed for the Disconnect in Markets

•   Bloomberg(Clara Ferreira Marques): Copper’s Raging Bull Needs More Than China

•   Bloomberg(Andreas Kluth): The Ugly Side of Germany's $1.5 Trillion Stimulus

•   Bloomberg(Mark Gilbert): Europe’s Rescue Package Gives Bond Yields a Chance

•   Bloomberg(Shruti Rajagopalan): India’s States Are a Little Too United

•   Bloomberg(Amr Adly): Egypt Should Deal With the Pandemic’s Social Impact

•   Bloomberg(Jessica Karl): What Happens If There's a Second Wave?

•   CNBC(Courtney Reagan): Why millennials are investing during this crisis — 'We aren't going to miss it this time'

•   MarketWatch(Mark Hulbert): The real reason for the stock market’s 7% plunge shouldn’t surprise you — and it happens every time

•   MarketWatch(Rex Nutting): The government says there’s no inflation — except for the things people are actually buying

•   Power Engineering(Tim Lieuwen): Turbine Failures and the Grand Experiment in Resiliency from COVID-19