Business Intelligence Monitor 200602

(Introduction)

[Markets]

•   Global: World equities edge higher despite U.S.-China tensions

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 1.75% 급등한 2,065선 마감…근 3개월만에 최고

•   Russia: Russian Ruble Approaches Pre-Coronavirus Levels

•   Metals: Copper scales March highs on improving demand prospects

•   Grains: Soybeans end fractionally lower amid U.S.-China trade woes

[Indicators]

•   US Apr. Construction employment: Construction Employment Declines in 49 States

•   US May ISM manufacturing index: Output Decline at Factories Eases, But Recovery Set to Be Slow

•   Eurozone May Manufacturing PMI: European Manufacturing Emerges From Lockdown With Italy in Lead

•   UK May Manufacturing PMI: UK manufacturing contraction eases in May

•   China May Caixin manufacturing PMI: China’s Barely Begun Economic Recovery Shows Signs of Stalling

•   한국 5월 무역수지: 5월 수출 23.7%↓…두 달 연속 두 자릿수대 감소

•   한국 5월 항공여객: 5월 항공여객 200만명대… 1월의 '5분의 1'

•   한국 5월 주택가격: 5월 서울 집값 0.09% 하락…경기·인천은 상승폭 줄어

•   India May Manufacturing PMI: India’s manufacturing PMI contracts sharply in May

•   Vietnam May Retail sales: Việt Nam’s retail sales down in five months

•   Saudi Arabia Apr. Foreign reserves: Saudi foreign reserves fall as sovereign wealth fund spends overseas

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Cities Prepare for More Protests Over George Floyd’s Death

•   WSJ: Protests Derail Comeback Plans for Restaurants and Retailers

•   WSJ: Retailers and Restaurants Grapple With Damage, Just as Many Were Starting to Reopen

•   WSJ: CBO Says Economy Could Take Nearly 10 Years to Catch Up After Coronavirus

•   WSJ: Denver Was Booming Before the Pandemic. Now It Hopes to Bounce Back.

•   WSJ: Economic Fallout From Coronavirus Begins Across Developing World

•   WSJ: Newsletter: Long, Slow Recovery

•   NYT: Facing Protests Over Use of Force, Police Respond with More Force

•   NYT: As Protests and Violence Spill Over, Trump Shrinks Back

•   NYT: 8 Minutes and 46 Seconds: How George Floyd Was Killed in Police Custody [Video]

•   NYT: There Has Been an Increase in Other Causes of Deaths, Not Just Coronavirus

•   NYT: Is America’s Pandemic Waning or Raging? Yes

•   NYT: Six Months of Coronavirus: Here’s Some of What We’ve Learned

•   NYT: After 6 Months, Important Mysteries About Coronavirus Endure

•   NYT: Retailers, Battered by Pandemic, Now Confront Protests

•   WP: ‘It’s a blue-soaked anger’: Amid protests, African Americans feel a private grief

•   WP: Trump calls governors 'weak' over George Floyd protests

•   WP: Despite widespread economic toll, most Americans still favor controlling outbreak over restarting economy, Post-ABC poll finds

•   FT: Investors pounce on aluminium storage trade as spot price tumbles

•   FT: Hong Kong police ban Tiananmen vigil for first time

•   FT: Democratic Republic of Congo declares new Ebola outbreak

•   FT: China blasts Trump over his response to US unrest

•   FT: Investor plans £15bn support for UK companies toiling with crisis loans

•   FT: Reopened UK showrooms offer glimmer of hope for car industry

•   FT: Johnson heading for crunch Brexit talks with von der Leyen

•   FT: Company chiefs join outrage at police killings of African-Americans

•   FT: Will the US block a new WTO director-general?

•   FT: Companies falling foul of EU state aid rules seek help

•   FT: Facebook employees revolt over Zuckerberg’s stance on Trump

•   FT: UK review of Huawei eyes impact of US sanctions

•   FT: US market rally masks pain for most stocks

•   FT: Politicians blame ‘outsiders’ for US riots

•   FT: America’s inequalities burst into the open

•   FT: Six businesses finding an upside in the coronavirus crisis

•   FT: UK business leaders call for green coronavirus recovery plan

•   FT: A revival stalled: coronavirus in America’s rust-belt

•   FT: After coronavirus and Ghosn: Renault and Nissan plot their future

•   Bloomberg: China Halts Some U.S. Farm Imports, Threatening Trade Deal

•   Bloomberg: ‘New Era’ for China-Japan Ties Dissipates Over Trump-Xi Fight

•   Bloomberg: Some of Trump’s China Trade War Tactics Are Smart, Some Are Not

•   Bloomberg: China Says U.S. Hurting Bilateral Ties With Hong Kong Action

•   Bloomberg: Indonesia Pushes to Reopen Economy to Curb Mounting Job Losses

•   Bloomberg: China’s Digital Currency Could Challenge Bitcoin and Even the Dollar

•   Bloomberg: China to Dominate Nuclear as Beijing Bets on Homegrown Reactors

•   Bloomberg: The Energy Transition Is an Oil Refinery Making Renewable Diesel

•   Bloomberg: Some of Trump’s China Trade War Tactics Are Smart, Some Are Not

•   Bloomberg: Gilead Falls as Drug Has Only Small Benefit in Large Trial

•   Bloomberg: Some of Trump’s China Trade War Tactics Are Smart, Some Are Not

•   Bloomberg: IMF Sees Little Scope for Argentina to Boost Debt Offer

•   Bloomberg: The Euro’s Rebound May Be a Positive Sign for Risk Everywhere

•   Bloomberg: Twelve Million More Mexicans Out of Work After April Devastation

•   Bloomberg: Pandemic Opens Door to Ideas New and Old for a Better Economy

•   Bloomberg: Trump Faces Drag of Job Losses Topping 16% in Vital 2020 States

•   Bloomberg: Japan Shows Why Italy’s Yields Are a Form of Euro Membership Fee

•   Bloomberg: Here Are Trump’s Options to Hit Hong Kong, From Tariffs to China’s Banks

•   Bloomberg: Wuhan’s Mass Testing May Have Eradicated the Coronavirus

•   Bloomberg: U.K. Economy Now Running at 85% Normal Capacity, Barclays Says

•   Bloomberg: JPMorgan’s Math Shows Why U.S. Stocks Can Keep Rallying

•   Reuters: Analysts' View: Impact of the U.S. protests on financial markets

•   Reuters: South Africa loosens lockdown in economic recovery effort

•   Reuters: Russia to vote on July 1 on reforms that could extend Putin's rule

•   Reuters: Chile surpasses 100,000 cases of coronavirus: health minister

•   Reuters: Volkswagen says ready to restart Mexico operations on June 15

•   Reuters: Pompeo says U.S. considers welcoming Hong Kong people, entrepreneurs

•   Reuters: Exclusive: Russia to roll out its first approved COVID-19 drug next week

•   CNN: Moderna's coronavirus vaccine announcement set off a frenzy on Wall Street. Now some are calling for an investigation

•   CNBC: WHO's plea to Trump: We 'wish' for collaboration with U.S. to continue

•   CNBC: Winter is coming: Health experts are worried about an uptick of coronavirus cases in the Southern Hemisphere

•   CNBC: Goldman Sachs bets against the dollar as economies reopen

•   CNBC: U.K.'s lockdown impatience risks second wave of coronavirus: scientist

•   CNBC: Global CFOs downbeat on economy, expect big coronavirus hit: Survey

•   CNBC: Protests could accelerate spread of coronavirus, experts say

•   CNBC: George Floyd death: Police violence in the U.S. in 4 charts

•   CNBC: China is seeing a 'V-shaped recovery,' but that may not be global norm

•   CNBC: Bank of America ups copper forecast as red metal rises for second month

•   MarketWatch: The economist who’s warning of a 40% drop in the stock market this year just took credit for predicting the riots

•   SCMP: Exclusive | ‘City’s justice department to make all prosecution decisions under national security law’

•   SCMP: Will US opt for ‘nuclear option’ and cut China from dollar payment system?

•   SCMP: Xi speech hints China may claim win on doubling GDP in 2020, despite virus

•   매경(P1): 대기업도 벤처캐피털 세울수 있다…한국판 뉴딜에 5년간 76조원

※   기재부: ｢ 2020년 하반기 경제정책방향｣ 발표

•   매경: "재정만으론 경기 못살려"…세액공제 카드 꺼내 기업 투자 유도

•   매경: 리쇼어링 `수도권규제` 여전…원격의료는 `진료` 빼고 육성?

•   매경: 文 "한국판 뉴딜은 국가 대전환 비전"

•   매경: 1700억원대 소비쿠폰 뿌린다지만…`반짝 효과` 우려

•   매경: 中企 고용유지땐 3년간 세무조사 면제

•   매경: 정부만 나홀로 "올 플러스 성장"

•   매경(P1): 삼성, 반도체에 또 8조원…낸드플래시 격차 벌린다

•   매경: 이재용 열흘새 18조 투자결단…삼성 `반도체 초격차` 총공세

•   매경: 美·中 `홍콩갈등`에 반도체시장 안갯속

•   매경(P1): 조선 빅3社, 카타르서 23조원 `잭팟`

•   매경: 당정 "3차 추경, 역대 최대로"…정부 부채 급증 불보듯

•   매경: 올해 한국 무역액 1조弗 벽 무너지나

•   매경: 기업U턴 가로막는 韓인건비…日·獨 내릴때 `나홀로 상승`

•   매경: `코로나 최전선` 정책금융기관에 5조 투입

•   매경: 삼성전자, 다시 가즈아?…증권가 "64000원 간다"

•   한경(P1): [단독] '연15%' 내걸고 돌려막기…P2P업계 '라임사태' 터졌다

•   한경: 홍남기 "여건상 기본소득 도입 적절치 않아"

•   한경: 올 성장률 0.1% 전망했지만…취업자 증가율은 '제로'

•   한경: 5월 해외판매 '반토막'…내수로 버틴 완성차

•   한경: 채권단, 두산重에 1.2조 추가 지원

•   한경: D램 값 5개월째 상승…미·중 '新냉전'이 변수

•   한경: 삼성전자, QLED TV·폴더블폰 '인기몰이'…삼성의 '초격차'는 계속된다

•   한경: SK하이닉스, 기술혁신·인프라 투자… 세계 최고 D램 양산

•   한경: SK, 삼성과 5G 스마트폰 출시…'프리미엄'으로 코로나 불황 넘는다

•   한경: LG, 코로나를 초격차 기회로…전기차 배터리 '확실한 1위' 다진다

•   한경: 현대·기아차, 신차 효과에 친환경車 라인업 구축…글로벌 시장 공략 '가속'

•   한경: 코오롱, 투명 PI필름·아라미드 섬유로 세계시장 공략

•   서경(P1): 역대 최대 3차 추경 편성한 날... 감사원 "재정준칙 도입해야"

•   서경: 법인세 인하 빠지고 탄력근로는 원론만···공허한 투자활성화

•   서경: 日 '수출규제' 요지부동에...정부 오늘 입장 낸다

•   서경: [시그널] 두산건설, 알짜·부실자산 떼어내 판다

•   조선(P1): "트럼프의 G7 초청 응할것"

•   조선(P1): 한국판 뉴딜엔 개혁이 안보인다

•   조선: 성장판 닫힌 성장산업 "체질개선 위한 10년 플랜 필요"

•   조선: 디지털 뉴딜·그린 뉴딜?… 포장 뜯어보니 5G·태양광 등 기존정책

•   조선: 요직 꿰찬 참여연대·민변… 탈원전·부동산·공수처 좌우

•   조선: 주가 오르자 '빚투 망령'… 43일째 하루 1000억씩 증가

•   조선: 두산그룹 부실 도화선 된 '일산위브', 이번엔 공시지가 하락으로 난리

•   조선비즈: 원전 포기하고 LNG·풍력하라니… "두산重 죽일 생각인가"

•   조선비즈: 탈석탄 가속하는 한전, 해외선 석탄발전 투자...글로벌 펀드 잇딴 '경고'

•   중앙: 중국산 D램 미스터리…만들었다는데 9개월째 본 사람이 없다

•   동아(P1): 교회發 집단감염… 인천서 목사 18명 등 29명 확진

•   문화(P1): [단독]감사원장 “딴 말 못하게 월성1호기 철저 감사”

•   문화: 두산重 ‘원전→풍력’ 전환… 업계 “실효성 의문

•   문화: 中·러 ‘원전 패권’ 강화… 美는 ‘전략파트너 새 진용’ 구축

•   한국(P1): 美 “줄서라” 노골화… 이번엔 反中 군사연합 동참 압박

•   머니투데이: 빅데이터·AI 중무장 '디지털 한전' 성큼

•   머니투데이: 대기업 지배구조, 지난해보다 나아졌다

•   더벨: 디벨로퍼 '디에스네트웍스', 두산건설 인수 검토

•   더벨: 두산건설 실사 정보 부족에 원매자 불만 고조

•   더벨: 두산인프라, 산은 보증 외화채 발행 나선다

•   더벨: 두산중공업 지원 3조, 전액 일반 대출

•   헤럴드경제(P1): 셀트리온 코로나 치료제 동물시험에서 효과 확인

•   헤럴드경제: 현대차, 모빌리티 판매조직 신설…車 시장 판도 바꾼다

•   헤럴드경제: SI로 기우는 두산솔루스 인수전…롯데케미칼 급부상

•   아시아경제: 기안기금 1호 지원대상은 대한항공…아시아나는 편입 희박

•   디지털타임스(P1): 월급 7년 모아야 서울집 산다

•   이데일리(P1): 코로나 위기 극복 규제혁신 나선 정부…벌써부터 발목잡기

•   이데일리: 국내 건설기계 업체, 中공장은 풀가동·국내 공장은 셧다운 왜?

•   이데일리: 600만 1인가구' 10명 중 7명은 저소득층…文 지시에도 대책은 뒷전

•   이데일리: [위대한 생각]①석유는 어떻게 세상을 움직였는가

•   이데일리: [위대한 생각]②불붙은 석유 감산 경쟁의 내막은

•   이데일리: [마켓인]코로나로 몸값 산정 어려워져…"차라리 저평가 매물 잡자"

•   이데일리: 전국에서 6만 가구 분양 쏟아진다

•   이데일리: [21대 국회 주목人]이용우 "항공업계·두산重, '이때다'며 돈 달라해"

•   뉴스1: 채권단, 두산 1.2조 추가지원에도 매각대상 또 비공개…왜?

•   이투데이: 판매량 목표치도 하향 검토…비상체제 돌입한 두산밥캣

•   비즈니스포스트: 두산인프라코어, 중국 인프라 투자 덕에 하반기 실적하락폭 둔화 가능

•   쿠키뉴스: 건설기계 빅2, ‘포스트 코로나’ 대비 박차

•   팍스넷뉴스: 채권단 "두산重, 비발전 부문 모두 매각해야"

•   Renewables Now: Germany plans 40 GW goal for offshore wind by 2040

•   Windpower Monthly: WindEconomics: How will wind fare after the Covid-19 pandemic?

•   Equipment Journal: Hyundai enters the 20-ton excavator class with the new HX210A

•   OilPrice.com: Credit Suisse: The Worst Of The Oil Collapse Has Passed

•   전자신문: 국내 기술력으로 만든 감속기로 로봇 비용도 절감

•   디지털데일리: [현장] 진화하는 배달로봇 ‘딜리’를 만났습니다

•   Phone Arena: Apple iPhone 12 Max & 12 Pro to enter production in July; other 5G models to follow

•   Inside EVs: U.S. Plug-In Electric Passenger Car Sales Hit 5.5% In January-April 2020

•   Robotics & Automation News: Will Automation Make Lorry Drivers Obsolete?

•   Robotics Business Review: How Robotics Can Benefit the Utilities Industry

•   Nikkei Asian Review: Coronavirus-torn Asia looks to reconnect with 'travel bubbles'

•   Mainichi: Japan dept. store sales dive up to 80% in May over coronavirus

•   Mainichi: Japan's corporate profits log biggest fall since 2009 amid pandemic

•   Mainichi: 79% of Japan firms in Asia see sales drop in 1st half on pandemic

•   Economic Times: Govt didn't take expert advice before imposing lockdown?

•   Economic Times: Covid-hit economies: Post-Covid scenario: Swoosh, pipe, Z, L & W… shape of our future

•   Economic Times: Moody's downgrades India's ratings to Baa3, maintains negative outlook

•   Economic Times: Biggest challenge to put financial sector back on feet once India unlocks economy: Arvind Panagariya

•   Livemint: Real-time power trading may lead to large savings for discoms

•   Livemint: India's Covid-19 recovery rate improves to 48.19%

•   Hindustan Times: Lockdown extension to have deep impact on Indian economy: Report

•   Folha de S.Paulo: Armed Extreme Right-Wing Pro-Bolsonaro Group Protests in Front of Supreme Court with Torches and Masks

•   Moscow Times: 60% of Russians Have Lost Income Due to Coronavirus

[Opinions]

•   Project Syndicate(Roman Frydman, Gernot Wagner): How to Reset the US Pandemic Response

•   Project Syndicate(Nouriel Roubini, Brunello Rosa): Europe’s Non-Hamiltonian Muddle

•   Project Syndicate(Harold James): The Prehistory of Merkel’s Latest Coup

•   Project Syndicate(Ngozi Okonjo-Iweala, Helen Clark, Erik Berglöf, Gordon Brown): What the G20 Should Do Now

•   FT(Editorial Board): A disunited UK emerges from the lockdown

•   FT(Robert Shrimsley): For Johnson, Covid-19 is now an economic crisis

•   FT(Jonathan Ford): Britain needs new nuclear, and the government should fund it

•   FT(Jianguang Shen): China’s stimulus sceptics need not fear side-effects this time

•   FT(Ellen Carr): Junk bond nightmare of hair roots and split ends

•   FT(Jesse Fried): Delisting Chinese companies plays into their hands

•   WSJ(Michael Tracey): The Protest That Ended Social Distancing

•   Bloomberg(Noah Smith): The U.S. Gets Serious About Catching Up to China in R&D

•   Bloomberg(Shuli Ren): I Wish Hong Kong Were Just Another Chinese City

•   Bloomberg(John Authers): Markets Are Again Proving Immune to Violence

•   Bloomberg(Clara Ferreira Marques): Don’t Ignore the Nuclear Option

•   Bloomberg(Clara Ferreira Marques): Brazil’s Crisis Stokes Iron Ore's Glow

•   Bloomberg(Lionel Laurent): Is the Worst of the Coronavirus Behind Us Now?

•   Bloomberg(Jonathan Bernstein): As Upheaval Mounts, Trump Has No Plan

•   CNN(Rebecca MacKinnon): Trump is making America more like China

•   CNN(John Hewko, Peter J. Hotez): Will a Covid-19 vaccine signal an end to the anti-vaccine movement?

•   MarketWatch(Brad Slingerlend): A semiconductor ‘cold war’ is heating up between the U.S. and China

•   건설경제(정범진): 사용후핵연료 재공론화는 꼼수였다