Business Intelligence Monitor 200603

(Introduction)

[Markets]

•   Global: Equities cruise to three-month highs, dollar under protest pressure

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 이틀 연속 1%대 상승…2,090선 눈앞

•   한국: 외국인 투자자 돌아오나… 최근 10일 중 6일 순매수

•   한국: ‘적자국채 100조’에 떠는 채권시장… 국고채 금리 상승폭 커져

•   Metals: Copper and aluminium touch highest since March on China recovery

•   Grains: Soybeans hit 3-week high on China sales hopes; wheat lower

[Indicators]

•   UK Apr. Consumer credit: U.K. Consumer Credit Sinks to Record Low Amid Virus Lockdown

•   UK May House prices: U.K. House Prices Drop Most Since 2009 Under Virus Lockdown

•   Spain May Jobless claims: Spanish Surge in Jobless Claims Started to Ease in May

•   China May Auto sales: China auto sales growth seen for second straight month, boosting recovery hopes

•   한국 1분기 국민소득(잠정): 국민소득 10년 만에 최대폭 감소…3만弗 턱걸이

※   매경: 역성장·디플레 현실화…이대론 국민소득 3만弗도 위태

•   한국 1분기 예금취급기관 산업별 대출금: 빚으로 버틴 코로나 불황.. 자영업 대출 증가폭 최대

•   한국 1분기 은행권 부실채권: 은행권 부실채권비율 7분기째 0%대

•   한국 5월 KB 주택가격 동향: 서울 전셋값 불안…48주 연속 올랐다

※   매경: 강남 전셋값 1년새 8천만원↑…초저금리에 집주인 "반전세로"

※   매경: 또 규제…`전월세 3종세트`도 가시화

※   매경: 절세용 급매물 소진…아파트 매수심리 꿈틀

•   한국 5월 CPI: 5월 소비자물가 0.3% 하락…8개월만에 마이너스 물가

•   한국 5월 전력공급 예비율: 신재생 늘고 수요 줄고…5월 전력공급 예비율 50% 넘었다

•   Indonesia May CPI: Indonesia records 20-year low inflation around Idul Fitri as pandemic upends purchasing power

•   Vietnam May Industrial production: National IIP up 11.2 per cent in May

•   Vietnam May Manufacturing PMI: Vi?t Nam’s manufacturing sector recovers in May

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Protests Resume Over George Floyd Death as Cities Tighten Curfews

•   WSJ: Trump-Biden Fight Takes Off in Six Battleground States

•   WSJ: Cleaning Up Toxic Loans Was Meant to Be a Great Investment. Then Coronavirus Hit.

•   WSJ: White House Weighs Options for Next Stimulus Bill

•   WSJ: Fauci ‘Cautiously Optimistic’ About Coronavirus Vaccine

•   WSJ: U.S. Economy Faces Long Recovery From Coronavirus Effects, Experts Say

•   WSJ: U.S. Weighs Tariffs Against Nations Seeking to Tax Internet Firms

•   WSJ: Newsletter: A Lost Decade

•   WSJ: Ericsson Emerges as 5G Leader After U.S. Bruises Huawei

•   NYT: Office Towers Are Still Going Up, but Who Will Fill Them?

•   WP: Trump, Congress face huge economic decisions over aid as country is rocked by protests

•   WP: North Korea eases coronavirus lockdown because even totalitarian states need trade

•   FT: EU seeks to curb state-backed foreign rivals

•   FT: Brazil’s record outflows underline investors’ fears of Bolsonaro

•   FT: IMF officials say Argentina can improve debt restructuring offer

•   FT: Republicans join in backlash over Trump tactics

•   FT: UK companies borrow ?21bn through ‘bounce back’ loans

•   FT: UK savings rise prompts hope of spending rebound after lockdown

•   FT: EU integration plans underline growing divergence with UK

•   FT: UK regulator launches ?350m ‘handout’ for weaker energy suppliers

•   FT: S?nchez set to extend Spain’s state of alert after deal with centrists

•   FT: UK excess deaths during pandemic reach 62,000

•   FT: Coronavirus and Brexit are a poisonous combination for UK business

•   FT: Google takes down smartphone service targeting Chinese apps

•   FT: ECB set to expand bond-buying to soak up debt

•   FT: Trump hopes tough stance on crime will propel him to election victory

•   FT: Mining remains a bright spot in M&A gloom

•   FT: Biden faces growing pressure to pick black running mate

•   FT: French caf?s reopen: ‘We are alive again’

•   FT: Trump weakens states’ veto power over energy projects

•   FT: Maduro risks backlash by increasing Venezuela’s petrol prices

•   FT: The detentions that serve as a warning to Hong Kong

•   FT: Two-metre distance far more effective than one, study finds

•   Bloomberg: Hong Kong’s Leader Decries U.S. ‘Double Standards’ Over Protests

•   Bloomberg: The PBOC Is Trying to Fix China’s Decades-Old Credit Conundrum

•   Bloomberg: Record $666 Billion China Local-Debt Wave Sees Foreigners Wary

•   Bloomberg: China Takes First Steps Toward Launching $3 Trillion REIT Market

•   Bloomberg: In Hong Kong, Xi Jinping Takes a Page From Vladimir Putin’s Playbook

•   Bloomberg: German New Cases Decline, Infection Rate Rises for Fourth Day

•   Bloomberg: Unrest Spotlights Depth of Black Americans’ Economic Struggle

•   Bloomberg: NYC Businesses Already Hit by Covid Now Must Reopen Amid Rubble

•   Bloomberg: Asia Called on to Coordinate Policies to Avert Global Slump

•   Bloomberg: Bond Traders in Japan Can’t Stop Fretting Over Long-End Supply

•   Bloomberg: IMF Prepares Ecuador Credit Line as Government Starts Debt Talks

•   Bloomberg: One-Third of America’s Record Unemployment Payout Hasn’t Arrived

•   Bloomberg: France Says No Tax Hikes as Nations Weigh How to Pay Virus Bill

•   Bloomberg: No-Deal Brexit Threat Looms Over Pandemic-Ravaged U.K.

•   Bloomberg: U.S. Steps Up Sanctions Against Venezuela’s Maritime Oil Trade

•   Bloomberg: South Africa’s Central Bank Rules Out Financing Government

•   Bloomberg: Why the South China Sea Fuels U.S.-China Tensions

•   Bloomberg: U.K. Treasury Says Coronavirus Support Now at 56 Billion Pounds

•   Bloomberg: Solar Power Will Soon Cost Less Than Coal

※   IRENA: Renewables Increasingly Beat Even Cheapest Coal Competitors on Cost

•   Bloomberg: Green Bond Crisis Premium Theory Debunked by Covid, Manager Says

•   Bloomberg: This Won’t Be U.S. Solar’s Best Year Ever?But It’ll Be Close

•   Bloomberg: Latin America Virus Surge Puts World’s Biggest Mines at Risk

•   Bloomberg: Five Indian States are Leading Economy to Recovery from Lockdown

•   Reuters: World Bank says coronavirus to leave 'lasting scars' on developing world

※   World Bank: Global Economic Prospects, June 2020 (Analytical Chapters)

•   Reuters: UK warns China: do not cross the Rubicon on Hong Kong

•   Reuters: Britain, EU clash over financial market access: diplomats

•   Reuters: Financing hunt during pandemic lifts May U.S. convertible debt issuance to record

•   Reuters: China says sticking to climate pledges despite coronavirus outbreak

•   Reuters: Japan's cash balance hits new high as central bank pumps money to combat pandemic

•   CNN: Impeach Bolsonaro, says Brazil's former president Lula

•   CNBC: China may not be delivering on its trade deal ? here’s why

•   CNBC: China’s largest chipmaker to raise $2.8 billion in listing to boost capabilities amid trade war

•   CNBC: Claim coronavirus 'no longer exists' provokes controversy

•   CNBC: Apple cuts iPhone prices in China to keep post-lockdown momentum going

•   MarketWatch: China may sell Treasurys, but that doesn’t mean it’s ‘weaponizing’ its more than $1 trillion hoard of U.S. debt, says Deutsche Bank

•   Fox Business: Goldman Sachs tapers call for stock-market drop

•   Fox Business: Unemployed Americans would receive $1,200 back-to-work bonus under new Republican bill

•   SCMP: Coronavirus delays payments even further for China’s cash-strapped firms

•   SCMP: Australia watching US-China trade flows for WTO breaches

•   SCMP: Hong Kong leader Carrie Lam to visit Beijing to discuss national security law

•   SCMP: Taiwan investors bypass China as pandemic, US tariffs hit mainland appeal

•   SCMP: Hong Kong row unlikely to kill US-China trade deal, Beijing advisers say

•   SCMP: China unveils plan for Hainan free trade hub as US decoupling risk grows

•   매경(P1): [단독] 與, 2022년 3월 대선·지방선거 동시실시 검토

•   매경(P1): 35조3000억…靑, 3차추경 역대최대 규모로

•   매경: 조선업 슈퍼사이클 오나…카타르 이어 러·모잠비크서 수주기대

•   매경: `가뭄속 단비` 조선株 모처럼 웃었다

•   매경: 정부지원 업은 中 맹추격…`韓 독주` 위협

•   매경: 산은 덕분에…BBB급 회사채 미달 겨우 모면

•   매경: 두산솔루스 매각 `빨간불`…롯데케미칼 등 예비입찰 불참

•   한경(P1): [단독] 위워크 한국지점 정리…오피스 '공실 폭탄' 터지나

•   한경: 코로나에 경기 침체…오피스 시장 '직격탄'

•   한경: "일 하느니 차라리 실업급여"…꼼수 부추기는 노동법

•   한경: 더 세지는 부동산 규제..8월부터 광역시도 분양권 전매 제한

•   한경: 10조 준비한 2차 소상공인 대출…신청금액 10일간 3000억원 그쳐

•   한경: 은행 금리인하 '도미노' 시작…이젠 우대금리 받아도 0%대

•   서경(P1): 집권 후반기인데···'그랜드플랜'만 강조하는 한국판 뉴딜

•   서경: 조급증에 급조한 한국판 뉴딜...차기 정부서 추진력 상실 우려

•   서경: 수원→군포→안산→청주···규제 피해 다니는 '풍선효과

•   서경: 맥스터 증설, 방폐물 과세 논의 되살리나

•   조선(P1): 어느 기업이 돌아오겠습니까

•   조선(P1): 스타트업도 돈줄 말라간다

•   조선: 이동 자유롭던 '평평한 세계' 끝났다… 각국 정상들 기업 유턴에 올인

•   조선: "대기업 해외공장이 국내 오긴 힘들어… 대신 첨단기술 R&D 공장 유치하자"

•   조선: 한국 떠나는 기업들… 외국인 투자도 20% 감소

•   조선: 대주주 주식 양도세 강화' 1년 유예 가능성

•   조선비즈: 중국 '인프라 특수' 시작… 두산·현대 굴삭기 "中공장 밤낮없이 돌아간다"

•   조선비즈: [수소경제] 수소로 파스타 만들고 항공기 띄우는 유럽

•   조선비즈: "스마트폰으로 현금 뽑고 거스름돈 받는다"

•   인베스트조선: 두산건설, 지원 뒷전에 매각도 불투명…리테일 자금시장 전전

•   중앙(P1): 반도체+차보다 큰 1800조 시장…K방역 넘어 바이오를 잡아라

•   중앙: 1년 걸리던 인허가규제 풀자, K진단키트 103개국 진출

•   동아(P1): [단독]이대로 가면 올해 세금 18兆 ‘펑크’

•   동아(P1): 靑 “한국, G11 또는 G12 정식멤버 되는 것”

•   동아: 이상한 개소세… 저렴한 국산차 역차별

•   문화(P1): 21代국회 시작부터 ‘反기업’… 경영권제약 법안 줄줄이 대기

•   문화: 해외 판매 소폭 회복… 현대·기아차 서서히 기지개

•   서울(P1): [단독] “월성1호기 ‘경제성’ 저평가됐다”…감사원 내부서 첫 인정

•   한겨레(P1): 정부, ‘일본 수출규제’ 11개월 만에 WTO 제소 다시 시작

•   한겨레(P1): 경기부양 급했다지만…기후위기 전략 빠진 ’무늬만’ 그린뉴딜

•   머니투데이(P1): [단독]네이버 제2사옥, 언택트 빌딩 만든다

•   머니투데이(P1): 현금 확보전 벌이던 대기업, 한숨 돌렸다

•   머니투데이: 언택트 시대, 너도나도 물류센터 투자..유효기간은

•   머니투데이: 이재명 "정부에 2차 재난지원금 건의, 1인 20만원씩"

•   더벨: SKC의 심상치 않은 '현금 마련', 두산솔루스 겨냥?

•   헤럴드경제(P1): 재계-여당, 규제개선 위해 만난다

•   아시아경제(P1): 쌓이는 공장매물…경매 쓰나미 오나

•   아시아경제: 코로나 치료제, 한국이 역전할까

•   아시아경제: [르포] '공실'이거나 '문 만' 열거나 무너지는 상권1번지

•   디지털타임스(P1): 위기서 저력보인 우리기업… 배터리·조선 `글로벌 잭팟`

•   이데일리(P1): [대출규제역풍] [단독]12·16대책 후 ‘갭투자’ 늘었다

•   이데일리: [상식 깨진 증시]코로나가 무너뜨린 공식 세 가지

•   이데일리: [상식 깨진 증시]'오른다' 베팅해도 펀드는 외면

•   이데일리: [상식 깨진 증시]'200 이평선'도 깬 코스피…'사상누각'일까?

•   이데일리: 삼성, '코로나 쇼크' 만회 위해 인도시장 공략 박차

•   이데일리: 원전 사고현장 가고, 물품 하역도 척척...진화하는 로봇 기술

•   이데일리: “명의도 하기 힘들던 망막·미세혈관 수술까지 로봇이..5년내 수술로봇 시대로”

•   이데일리: 동학개미 거침없는 빚투자…13년 최장 증가

•   이데일리: 규제완화·세액공제 확대·경단녀 지원…경제계가 제언한 입법과제

•   연합: 두산重, 코로나19 충격 인도법인에 2천억원 긴급자금 지원

•   뉴스토마토: [IB토마토]두산솔루스 예비입찰 다가왔지만…삼성·SK·LG는 '냉랭'

•   이투데이: 두산중공업, 1조2000억 원 단기차입금 증가 결정

•   이투데이: 두산인프라코어, 24억 원 규모 CB 발행 결정

•   한국정책신문: 증권가, 두산重 경영정상화 방안 우려

•   reNews: US energy storage deployment falls 39%

•   reNews: EU states climate plans need 'improvement'

•   전기신문: (수요일에 만난 사람) 이성배 전국금속노조 두산중공업지회장

•   KHL: Top 10 rental companies in the world

•   건설경제: 민간 신재생에너지 발전사업 위축되나

•   건설경제: “건설산업, 코로나 이후 기술혁신과 패러다임 전환 필요”

•   건설경제: ‘합헌 결정’ 재건축초과이익 환수 본격화

•   OilPrice.com: Chinese Government To Monitor Renewable Energy Targets

•   OilPrice.com: Trump And Putin Discuss The Future Of The Oil Market

•   CNET: Galaxy Note 20: Juiciest camera rumors, photo leaks and more

•   전자신문(P1): 삼성전자-LG전자, 코로나발 2분기 실적 하락 현실화

•   전자신문: [단독]배터리 교체 없이 전기차 30만km 달렸다...국내 첫 사례

•   ZDNet Korea: [단독]삼성, 비용 10% 이상 축소…'투자 선순환' 고려

•   ZDNet Korea: 삼성 ↔ 화웨이, 인도 5G 장비 시장 선점 경쟁 치열

•   헬로티: [韓日갈등재점화②] 아베 정부, 수출규제 제 발등 찍었다…日 기업 한국행 '러시'

•   Phone Arena: Apple hopes lowering iPhone prices in China leads to a massive number of upgrades

•   Phone Arena: Huawei patents show futuristic under-screen camera smartphones

•   Inside EVs: Charging Infrastructure Needs To Grow For Tesla Rivals To Succeed

•   Robotics & Automation News: Kuka says its ‘sensitive robot’ increases efficiency in automotive final assembly

•   Robotics & Automation News: Fanuc unveils new vision sensor for robotic warehousing applications

•   물류신문: Part 1. 뿌리 깊은 물류센터에 대한 오해, 그 진실은?

•   물류신문: Part 2. 물류센터, 지역 민원 유발하는 괴물인가?

•   물류신문: Part 3. 수도권 지자체는 왜 물류센터를 꺼려하나

•   물류신문: Part 4. 물류센터가 만들어내는 효과는?

•   물류신문: Part 5. 생활물류 시대, 대한민국의 심장 된 ‘물류센터’

•   Nikkei Asian Review: Tokyo issues first coronavirus alert amid infection flare-up

•   Nikkei Asian Review: Hong Kong's last stand for freedom

•   Mainichi: Virus-hit Japanese firms log 1.47 tril. yen net loss in Jan.-March

•   Economic Times: With very low sales last month, auto sales may hit record low

•   Economic Times: India should now shift focus from number of cases to mortality curve: Experts

•   Economic Times: In biggest consumer-centric reforms, Govt proposes to end power tariff differentiation among consumers

•   Economic Times: Bountiful monsoon rains seen mitigating India’s economic woes

•   Livemint: PM Modi promises more reforms, vows to bring growth back

•   Business Standard: India staring at a GDP contraction of 10%, says former finance secretary

•   Folha de S.Paulo: Brazil Registers 623 New Deaths Due to Coronavirus and Approaches 30,000 Deaths

•   Folha de S.Paulo: Bankruptcy Risk Reaches Half of Small and Medium Schools in Brazil, Says Research

•   Moscow Times: Russia Prices Economic Recovery Plan at $70Bln

•   Jakarta Post: Risks for rupiah remain high despite recent gains: Experts

•   Jakarta Post: Mining giant Vale Indonesia divestment pushed again to June

•   Myanmar Times: Myanmar to ditch June 18 solar tender deadline: sources

[Opinions]

•   Project Syndicate(Barak Barfi): Barak Barfi Says More…

•   Project Syndicate(J. Bradford DeLong): What the Democrats Must Do

•   Project Syndicate(Andr? Hoffmann): The Planet After the Pandemic

•   Project Syndicate(Marietje Schaake, Elmira Bayrasli): Our Digital, No-Touch Future

•   FT(Martin Wolf): The EU rises to meet the Covid-19 crisis

•   FT(Robert Armstrong): There are risks to liquidity from rock-bottom rates

•   FT(Michael Mackenzie): Why Wall Street is calm in the face of US unrest

•   FT(Huw van Steenis): Three good reasons not to dabble in negative interest rates

•   FT(Julien Hall, Fiona Boal): Iron ore comes of age

•   FT(Kathrin Hille): Taiwan remains sanguine despite Beijing sabre-rattling

•   FT(Gary Younge): Democrats cannot take African-American votes for granted

•   FT(Lex): Seadrill/offshore oil: under water

•   WSJ(Holman W. Jenkins, Jr.): The World Waits Out Trump

•   WSJ(Paul Wolfowitz, Frances Tilney Burke): Hong Kong Sanctions With Teeth

•   NYT(Paul Krugman): Trump Takes Us to the Brink

•   NYT(Dillon C. Adam, Benjamin J. Cowling): Stop the Coronavirus Superspreaders

•   WP(Editorial Board): China gutted Hong Kong’s autonomy. Trump’s reaction failed on every count.

•   Bloomberg(Daniel Moss): It’s Time to Kill This Deficit Bogeyman

•   Bloomberg(David Fickling): Take China’s U.S. Farm Threats Seriously, Not Literally

•   Bloomberg(Tyler Cowen): America Is Unified Only in Its Outrage

•   Bloomberg(John Authers): Stocks' Extreme Disconnect Demands a Perfect V

•   Bloomberg(Chris Hughes): If You Can’t Bag an M&A Bargain, Go for a Trophy

•   Bloomberg(Jonathan Bernstein): Trump’s Re-Election Chances Are Dwindling

•   Bloomberg(Hal Brands): China's Border Invasion Will Push India Toward the U.S.

•   Bloomberg(Max Nisen): Don’t Only Bet on Fast Vaccines, Root for Covid Treatments

•   CNBC(Steve Miley): The charts show global stocks could retest their March lows later this year

•   MarketWatch(Pierre Brian?on): ‘No-deal’ Brexit raises its ugly head again

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

•   매경(온기운): 전력수급계획 유감

•   문화(이덕환): 두산重에 ‘풍력’하라는 탁상공론

•   경향(김영희): 반민주적인 ‘사용후핵연료 공론화’를 중단해야