Business Intelligence Monitor 200604

(Introduction)

[Markets]

•   Global: Shares, euro climb on robust risk appetite as lockdowns ease

※   Boeing’s 13% gain helps lift Wall Street

※   European shares rise on upbeat China data

※   Dollar dips to 11-week low on improved risk appetite

※   Copper at March highs on Chinese recovery hopes

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2.87% 급등 2,150선 근접…거래대금 역대 최대

•   한국: 동학개미운동 이번엔 이겼다

•   Metals: Copper touches March high on recovery in top consumer China

•   Grains: Soybeans rise on improving U.S. exports; wheat lifts

[Indicators]

•   US·Europe·Asia Service PMI: Global Services Sector Sees Tentative Pickup as Coronavirus Lockdowns Ease

•   US May Employment: Coronavirus Pandemic Drives Unemployment Up Across U.S. Metro Areas

•   US May ISM Non-manufacturing PMI: America’s Economy Is Healing Slowly

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers jumps 18%, as interest rates set another record low

•   Eurozone Apr. Employment: Unemployment rises in Europe as coronavirus ends labour market recovery

•   Canada Benchmark rates: Bank of Canada Curbs Buying Spree, Sees Covid Impact Peaking

•   KHL weekly Downtime index: Downtime Index: machine use recovers strongly

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Derek Chauvin and Three Other Ex-Officers Face New Charges in George Floyd’s Killing

•   WSJ: ‘Everything Is Gone’: Looting Strikes a Second Blow to Reeling Businesses in Minority Neighborhoods

•   WSJ: Another Police Shooting in Louisville Inflames Racial Tensions

•   WSJ: Coronavirus Stimulus Funds Are Largely Depleted

•   WSJ: For African-Americans, a Painful Economic Reversal of Fortune

•   WSJ: Unemployment Fraud Spreads Across U.S.

•   WSJ: Fed Expands Municipal-Lending Facility to More Localities

•   WSJ: How Many U.S. Workers Have Lost Jobs During Coronavirus Pandemic? There Are Several Ways to Count

•   WSJ: Newsletter: 30 Million Jobs Lost

•   WSJ: Coronavirus Cases in Europe Drop to Fewest Since March; India Sees Surge

•   NYT: Trump Narrows Search for Coronavirus Vaccine to Five Firms

•   NYT: Why China May Call the World’s Bluff on Hong Kong

•   NYT: Trump Administration to Block Chinese Airlines From Flying to the U.S.

•   WP: Hydroxychloroquine did not stop healthy people from getting covid-19 in trial

•   FT: UK widens visa rights offer to almost 3m Hong Kong residents

•   FT: Pentagon chief breaks with Trump over using troops for protests

•   FT: WHO restarts drug trial as doubts grow over clinical data

•   FT: Saudis poised to reverse extra production cuts as Opec+ meets

•   FT: Bailey presses bank chiefs on no-deal Brexit preparations

•   FT: US digital tax probe raises threat of yet more tariffs

•   FT: Specialist lenders seek access to cheap BoE funds

•   FT: Scientists probe link between high altitude and low coronavirus cases

•   FT: Brexit is back to rattle UK markets

•   FT: Wall Street strategists say dollar could be set for ‘dramatic’ falls

•   FT: US-style policing crisis ‘unlikely’ in Europe, claims top EU official

•   FT: German coalition agrees €130bn coronavirus stimulus

•   FT: The ‘Japan model’ that tackled coronavirus

•   FT: The outsourcers hoping to gain from the crisis

•   FT: Cancellation of Hong Kong Tiananmen vigil raises protest worries

•   FT: Surge in Covid cases reveals Singapore’s blind spots

•   FT: George Osborne urges UK to write off Covid-19 business debt

•   FT: Surfing the endless summer for risk sentiment

•   FT: Covid-19 ends Australia’s run of record growth

•   FT: African-American economic gap remains despite US expansion

•   FT: Greater protection urged for UK’s lowest paid workers

•   Bloomberg: Trump-Xi Standoff Over Hong Kong Puts Trade Deal in Spotlight

•   Bloomberg: Merkel, Xi Agree to Postpone EU-China Summit

•   Bloomberg: U.K. Banks Defy London to Back Beijing on Hong Kong Security Law

•   Bloomberg: U.K. Opens Talks With Huawei Rival as Johnson Confronts China

•   Bloomberg: Japan’s Mammoth Spending Likely Requires Third Extra Budget

•   Bloomberg: China’s Bond Traders Brace for More Pain as Slump Gathers Pace

•   Bloomberg: The Fast, Cheap and Scary Way to Cool the Planet

•   Bloomberg: U.K.’s Top Scientist Warns Virus Death Toll Isn’t Falling Fast Enough

•   Bloomberg: World’s Bonds Have Little to Offer Even by Japan’s Low Standards

•   Bloomberg: Common Painkiller Tested Against Covid-19 in U.K. Study

•   Bloomberg: Next Wave of U.S. Job Cuts Targets Millions of Higher-Paid Workers

•   Bloomberg: Samsung’s Help in Virus Battle Lifts Heir’s Image Ahead of Trial

•   Bloomberg: Will the Protests Spread Coronavirus? Experts Say It’s Too Soon to Tell

•   Bloomberg: Crisis Austerity in Oil-Rich Gulf May Test Political Balance

•   Bloomberg: New Bank of Canada Chief Takes Reins Under Mountain of Debt

•   Bloomberg: ECB Seen With Only One Choice Tomorrow to Avoid Market Rout

•   Bloomberg: Philippine Central Bank Chief Is Happy Where the Key Rate Is

•   Bloomberg: Natural Gas May Be the Next Commodity to Trade Below Zero

•   Reuters: Exclusive: U.S. to impose restrictions on additional Chinese media outlets - sources

•   Reuters: Democratic-led U.S. House panel opposes any U.S. trade deal with Brazil

•   Reuters: Mexico's COVID-19 death toll could surpass 30,000: deputy health minister

•   CNN: Premarket stocks: Why the disconnect between stocks and the economy is worrying

•   CNN: Nissan's Sunderland plant may not survive Brexit

•   CNN: America is in turmoil and stocks are booming. Is the market broken?

•   CNBC: ECB set to scale up stimulus as data could indicate a need to do more

•   CNBC: WHO says coronavirus has not meaningfully mutated to a more lethal or contagious form

•   CNBC: Euro on track for longest winning streak against the dollar since 2013

•   CNBC: The Covid-19 recession is over,' says economist Zandi as May job losses not as bad as feared

•   CNBC: The semiconductor surge continues despite trade worries, and options traders see no end in sight

•   CNBC: The bond market appears to be signaling the worst is over for the economy

•   MarketWatch: St. Louis Fed researchers say negative interest rates may be needed for economic recovery

※   St. Louis Fed: How to Achieve a V-Shaped Recovery amid the COVID-19 Pandemic

•   SCMP: Thousands of Hong Kong police officers mobilised for banned Tiananmen vigils

•   SCMP: China to bypass provinces with payments to struggling local governments

•   매경(P1): `빛의 속도` 나랏빚…반년새 111조 늘어

※   기재부: 2020년도 제3회 추가경정예산안

•   매경: 쓸데는 많은데 세수는 11조 펑크…재정건전성 `초비상`

•   매경: 일자리 늘릴 SOC예산 오히려 2천억 줄여

•   매경: 현금쿠폰·소모적 사업에 `목돈`…제조업 지원은 `찔끔`

•   매경: 靑 "MB녹색성장 장점은 수용"

•   매경: 정부 "코로나 치료제 연내 개발, 백신은 내년 생산"

•   매경(P1): 이재용, 檢기소 타당성 국민들의 판단 받는다

•   매경(P1): 광주시 인공지능 메카로…경제자유구역 3곳 추가 지정

•   매경: 9.4조 쌓아뒀던 고용보험기금, 2년새 반토막

•   매경: 삼성전자, D램이어 `낸드` 압도적 1위 시동

•   매경: "치킨 튀기는 로봇으로 시장 도전" 디떽, 롸버트치킨의 실험

•   한경(P1): 여야의 위험한 '기본소득' 경쟁…뒷감당 논의도 없이 속도전

•   한경: 비대면 거래 급증…"코로나 끝나도 산업지형 과거로 못 돌아가"

•   한경: LNG선 수주 잭팟 환호 뒤에…佛서 '1조 청구서' 날아오고 있다

•   서경(P1): "재정의 정치중립성 확보하는 제도 절실"

•   서경: "韓 세입확충 없이 고령화 땐 日처럼 슈퍼채무국 전락"

•   서경: 홍남기 "국가채무 증가속도, 재정당국도 경계"

•   서경: 적자국채 24조 발행에...한은, 10조 이상 매입할 듯

•   서경: [시그널] 중공업이냐 인프라코어냐··· 두산, 인적분할 '마법' 꺼낼까

•   조선: 유턴 기업에 통큰 인센티브? 35조 중 보조금 200억이 전부

•   조선: 세계 최고 원전 접은 두산重, 신재생 경쟁력 갖추려면 10년 버텨야

•   조선: 두산그룹 구조조정 지지부진… 두산重 공기업화 얘기까지 나와

•   조선: 감원, 투자 축소… 에너지 기업들 살벌한 구조조정

•   조선: 500만개 중에 찾아낸 코로나 항체, AI·로봇·나노기술의 힘

•   조선비즈: TSMC, 대만에 12조원 추가 투자... 삼성전자와 파운드리 '맞불'

•   조선비즈: 재초환 본격화에 전전긍긍하는 조합들… "시장 안정 효과도 의문"

•   조선비즈: 美이노비오, 한국서 코로나19 백신 임상 개시

•   조선비즈: 與, '무주택자의 날' 맞아 "전월세 상한제 도입하자"

•   조선비즈: 靑 "기본소득제 도입, 현재는 논의하기 이르다"

•   중앙(P1): 일본제철 자산 압류, 법원 공시송달 결정…매각 절차 또 한발

•   중앙: 코로나도 못 막은 반도체 수요, 4월 글로벌 매출 6.1% 증가

•   동아(P1): 美 “한국직원 인건비 지급 수용” 주한미군 방위비 협상 새국면

•   문화(P1): [단독]美, 韓 ‘전작권 전환’ 준비에 실망… 8·9월 2차 검증훈련 난색

•   문화: 새 사업없는 ‘뉴딜’… 빅데이터·태양광 키우기만

•   문화: <현장에서>강기정 靑 수석, 국가채무 수치 ‘착시’ 노렸나

•   문화: “코로나로 건설산업 디지털化 가속화 전망”

•   세계: 질질 끄는 월성 1호기 감사… 감사원은 두 달째 “진행중”

•   머니투데이: 삼성 한마디에 길 닦고 현대 1달러에 공장 주고…"韓선 어림없는 일"

•   머니투데이: 기업 쫓아내던 '수도권 공장총량제' 손댄다

•   머니투데이: 묵혀둔 대규모 부지까지 원가에…'상생형 지역일자리' 리쇼어링 부른다

•   머니투데이: 정책금융기관에 5조원 출자…항공사·두산重 지원보강 '0원'

•   머니투데이: 맑은 공기' 위해 한 달에 1200원 더 낼 수 있나요?

•   더벨: 두산건설 매각, 거래성사 가능성은

•   더벨: 퓨얼셀, 태핑 '핫'하지 않은 배경은

•   더벨: 솔루스 매각 썰렁…전략 실패했나

•   더벨: 모트롤 VDR 개방…원매자 실사 시작

•   헤럴드경제: 삼성디스플레이, 中 쑤저우 LCD 공장 연내 매각 난항

•   헤럴드경제: 채권단 두산밥캣 매각 가능성 급부상

•   파이낸셜뉴스: 코로나 극복'입법 쏟아내는 여야, 방역시스템 강화·민생 지원 초점

•   파이낸셜뉴스: "기업살리기를 최우선 과제로 다뤄달라"

•   디지털타임스(P1): 기업 10곳 중 3곳… 이자 못내는 `좀비`

※   한국은행: 2019년 외감기업 경영분석(속보)

•   연합: 김여정 "대북전단 조치 안 하면 남북 군사합의 파기 각오해야"

•   뉴시스: 두산그룹 경영정상화 시작부터 '빨간불'…밥캣 또 매각설

•   뉴스핌: [단독] 채권단, 두산에 '매각 시간표' 의사 전달...자구안 압박조치

•   뉴스핌: 한국로봇산업진흥원, 4대 유망 서비스 분야 등 24개 과제에 72억 투입

•   뉴스1: 강기윤 "탈원전 정책 피해 보상 특별법, 국회 발의"

•   뉴스토마토: [IB토마토]경고등 켜진 두산솔루스M&A…예비입찰 기간연장 '궁여지책'

•   아주경제: ‘그린 뉴딜’에 탄력받는 ESS…시장은 이미 ‘춘추전국시대’

•   비즈니스포스트: [오늘Who] 두산중공업 절박한 변신, 박지원 친환경정책에서 기회 봐

•   시사포커스: "두산, 시가 7000억 두산솔루스 1조5000억 요구, 위기극복은 명분...”

•   팍스넷뉴스: "솔루스 올해·인프라코어 내년말까지 매각"

•   reNews: US solar plants 'extend economic viability'

•   KHL: Hyundai construction re-enters Turkish market

•   OilPrice.com: U.S. Steps Sanctions On Venezuela As Oil Exports Hit 17-Year Low

•   CNET: CES 2021 plans to be live in Las Vegas physically and digitally

•   전자신문(P1): 삼성전자-애플, 손목 위 '헬스케어' 경쟁 ... 주도권 경쟁 초읽기

•   전자신문: [이슈분석] 3차 에너지기본계획 1년…공백 있었지만 에너지전환 초석

•   전자신문: [이슈분석] "태양광 수익 줄고 중국산 위협"…업계, 3차 에기본 우려도

•   ZDNet Korea: K-드론시스템으로 2025년 드론택시 상용화한다

•   Phone Arena: A Samsung Galaxy Note 20 Ultra 5G could be happening after all

•   Phone Arena: Leaked Galaxy Note 20+ 5G camera specs reveal 13MP periscope, 50X zoom, more

•   Phone Arena: Can you name the global leader in supplying 5G networking gear?

•   Inside EVs: Europe: 17% Of Passenger Cars Sold In April 2020 Were xEVs

•   Robotics Business Review: Business Perspectives and the Impacts of COVID-19 - Q&A with Honeywell Intelligrated

•   Robot Report: Top 10 robotics stories of May 2020

•   로봇신문: 中 선전, 로봇 생산액 21조 원 육박

•   Nikkei Asian Review: Coronavirus pushes corporate Japan into a 'virtual' AGM season

•   Nikkei Asian Review: Three decades from Tiananmen, China again moves to quash dissent

•   Nikkei Asian Review: Talentism' defines success in new capitalism, says Davos chief

•   Mainichi: Only 30% of Japan firms in US eye full return to offices: survey

•   Japan Times: Japan manufacturers topped construction for heatstroke cases in 2019

•   Economic Times: Social media rhetoric against Chinese goods may be a nonstarter

•   Business Standard: Covid-19 impact: Exports dip 60% in Apr, iron ore, pharma only bright spots

•   Folha de S.Paulo: Brazil Beats New Death Record and Total Number of Deaths Exceeds 30 Thousand

•   Jakarta Post: Indonesia to develop 89 new 'strategic' projects in 2020-2024

•   Jakarta Post: Government expects House to vote on omnibus bill next month: Luhut

•   Jakarta Post: Foreign visits at lowest in history in April as air travel suffers

•   Jakarta Post: Govt delays import reduction deadline amid COVID-19

•   Viet Nam News: More monetary easing measures forecast in 2020

[Opinions]

•   Project Syndicate(Klaus Schwab): Time for a Great Reset

•   Project Syndicate(Kenneth Rogoff): Deglobalization Will Hurt Growth Everywhere

•   Project Syndicate(Ian Buruma): Another Long, Hot Summer in America

•   FT(Robert Zoellick et al): Are we heading into another Depression?

•   FT(Janan Ganesh): A divided America cannot compete in a superpower duel

•   FT(Michael O'Leary): EU support for flag carriers risks catastrophe

•   FT(Katrina Manson): Washington looks to Five Eyes to build anti-China coalition

•   FT(Amin Rajan): Will the mighty Federal Reserve retain its Midas touch?

•   FT(Anne Richards): Public equity markets are flagging when we need them the most

•   FT(Lex): Property: safe as houses

•   WSJ(Walter Russell Mead): A Global Strategy That Can Appeal to Trump Voters

•   NYT(Miguel Lago, Alessandra Orofino): Bolsonaro Is Bizarre. But He Knows What He’s Doing.

•   NYT(Tom Cotton): Send In the Troops

•   WP(Robert J. Samuelson): Is the economic recovery doomed to take a decade?

•   Bloomberg(Conor Sen): Big Job Gains Are Coming, But Not Yet and Not Enough

•   Bloomberg(Mac Margolis): Argentina’s Good Behavior Won’t Deliver It From Economic Pain

•   Bloomberg(Brian Chappatta): Bond Market’s Toughest Problems Go Unresolved

•   Bloomberg(Liam Denning): Big Oil Can Help Renewables by Spinning Them Off

•   Bloomberg(John Authers): The Most Hated Rally in History Just Won't Stop

•   Bloomberg(Marcus Ashworth): The Mighty U.S. Dollar Is Having a Wobble

•   Bloomberg(Lionel Laurent): Globalization’s Winners Are Prime Pandemic Tax Targets

•   CNBC(Richard Fisher): Texas is the case study for economic recovery from the Covid-19 recession

•   CNN(Max Richtman): Trump is pushing to eliminate payroll taxes. It could doom Social Security

•   MarketWatch(Pierre Briançon): Trump threatens trade war with Europe and others on digital services taxes. It’s unlikely to come to that.

•   Fox Business(Michael Nathanson): Stimulus 4.0 needs to kick off a real, sustainable recovery. Here's how to make it happen

•   중앙(한애란): 밥캣