Business Intelligence Monitor 200605

(Introduction)

[Markets]

•   Global: ECB sends euro higher, stocks pause after week-long rally

※   Strong upward push on global equities takes a rest

※   ECB stimulus spurs euro, periphery bond spreads

※   Dollar struggles to pull out of recent slide

※   Brent crude dips after tops $40 for first time since March

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2,150선 회복…5거래일 연속 상승

•   한국: 기관 1.1조원 순매수 뒤엔 '콘탱고' 있었다

•   한국: 하반기 5G폰 수요 확대 기대…'상승 열차' 올라탄 휴대폰 부품株

•   한국: ‘팔려야 오른다’···매각설에 요동치는 두산그룹주

•   Metals: Copper inches higher as Europe redoubles stimulus

•   Grains: Soy near 2-month top, wheat soars as export outlook brightens

[Indicators]

•   US Apr. Balance of Trade: U.S. Exports, Imports Fell Sharply in April Amid Coronavirus Disruptions

•   US Weekly Jobless claims: Unemployment Claims Hold Steady as Economy Slowly Reopens

•   Eurozone Apr. Retail sales: Euro zone retail sales in record slide in April as even food down

•   Eurozone Benchmark rates:ECB boosts bond-buying stimulus package by €600bn

※   ECB: Monetary policy decisions

•   한국 4월 경상수지: 수출 급감에 경상수지 9년3개월래 최대적자…-31.2억달러

•   한국 주간 아파트 가격(감정원): 규제 밖 非강남권의 급등…서울 집값 하락 멈춰 세웠다

※   한경: 강남, 마·용·성 전셋값 2억~4억 급등

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Presidential Campaigns Targeted by Suspected Chinese, Iranian Hackers

•   WSJ: Thousands Defy Beijing With Hong Kong Vigil for Tiananmen Victims

•   WSJ: China Allows Foreign Airlines to Restore Some Flights

•   WSJ: Americans Are Saving More, but How Long Can It Last?

•   WSJ: Newsletter: The Slow Process of Healing the Economy

•   WSJ: Supply Chains, Safety Protocols Hobble Factories

•   NYT: Genes May Leave Some People More Vulnerable to Severe Covid-19

•   NYT: Trump, Citing Pandemic, Plans Two Moves to Weaken Key Environmental Protections

•   WP: Latin America is new global hot spot for coronavirus epidemic

•   WP: Sweden epidemiologist Anders Tegnell says covid-19 policy allowed too many deaths

•   WP: Murkowski calls Mattis’s rebuke of Trump true as many Republicans distance themselves from the former defense secretary

•   FT: CO2 levels in atmosphere hit new highs despite lockdowns

•   FT: Pandemic hits black voters’ incomes hardest, FT poll shows

•   FT: FT-Peterson Economic Monitor: Are Americans better off than they were four years ago?

•   FT: Iran frees US Navy veteran detained for two years

•   FT: US Treasury sell-off becomes crowded trade

•   FT: UK’s furlough scheme to cost less than expected, says watchdog

•   FT: UK and EU officials remain far apart on core issues as Brexit talks falter

•   FT: Hong Kong defies ban to mark Tiananmen Square crackdown

•   FT: German car industry slams Berlin stimulus package

•   FT: EU could face internal resistance to Chinese takeover rules

•   FT: Libya government vows to fight on despite diplomatic push for peace

•   FT: ECB ponders pandemic firepower limits

•   FT: Covid crisis likely to mask economic fallout of no-deal Brexit

•   FT: The country that got coronavirus right

•   FT: Case for common EU response to slowdown is not clear cut

•   FT: Brazil’s top judges take stand against Bolsonaro

•   FT: Flawed data casts cloud over Spain’s lockdown strategy

•   FT: Chesapeake Energy: rise and fall of a US shale star

•   Bloomberg: India’s Earnings Scorecard Shows Worst Profit Slump Since 2014

•   Bloomberg: Senators Push ‘Unprecedented’ Sanctions on China Over Hong Kong

•   Bloomberg: Lighthizer Says He Feels ‘Very Good’ About Phase One China Deal

•   Bloomberg: ‘Social Bubbles’ Can Limit Coronavirus Spread, Oxford Study Says

•   Bloomberg: Fed to Stay the Course With Yield-Curve Control Likely Ahead

•   Bloomberg: U.K. Urged to Scrap BOE Inflation Target in Favor of Growth

•   Bloomberg: Housing Agency Tightens Canadian Mortgage Rules Amid Downturn

•   Bloomberg: Portugal Sees Economy Shrinking 6.9% This Year Due to Outbreak

•   Bloomberg: U.S. Economy Too Fragile for Congress to Remove Income Support

•   Bloomberg: India Steps Up Effort to Grab China’s Title of the World’s Factory

•   Bloomberg: India’s China Standoff Shows Risks of Getting Too Close to Trump

•   Bloomberg: Negative Rates Aren’t a Near-Term Reality for BOE, Hauser Says

•   Bloomberg: Bank of Canada Policy Makers ‘Hopeful’ Worst Case Can be Avoided

•   Bloomberg: Canada’s Labor Market Is Showing Early Signs of Healing

•   Bloomberg: Tumbling Brazilian Economy Sees One Silver Lining Amid Pandemic

•   Bloomberg: Los Angeles and New York Led U.S. in Lost Earnings From Covid-19

•   Bloomberg: U.K. on Collision Course With China From Hong Kong to Huawei

•   Bloomberg: OPEC+ Set to Extend Cuts After Breakthrough With Iraq

•   Reuters: Brazil sets record for daily coronavirus deaths, beating Tuesday

•   Reuters: Pompeo calls Nasdaq's strict rules a model to guard against fraudulent Chinese companies

•   Reuters: U.S. to revise Chinese passenger airline ban after Beijing move

•   Reuters: Explainer: No one really knows how many Americans need unemployment benefits

•   Reuters: Merkel sticking to decision not to run again as German chancellor

•   Reuters: German auto stimulus to boost VW's electric push

•   Reuters: Indonesia nickel ore export ban to remain -mining ministry director

•   CNN: America's unemployment rate could hit 20%. But there's light at the end of the tunnel

•   CNN: US billionaires have become $565 billion richer during the pandemic

•   CNN: European unemployment is half that of America. Here's why

•   CNBC: Coronavirus: CDC is worried Americans aren't following its advice as U.S. cases continue to rise

•   CNBC: Joe Biden's lead against Trump in 2020 election is growing, polls show

•   CNBC: Ford delays return-to-work plans for salaried employees until September

•   CNBC: IRS has sent 159 million stimulus checks. How to get your $1,200

•   MarketWatch: Mortgage rates are at historic lows ? but the coronavirus pandemic is making homes less affordable for buyers

•   Fox Business: This is the only city in America that saw job growth in May

•   SCMP: China-US financial war over Hong Kong seen as unlikely due to mutual damage

•   SCMP: China renews interest in trans-Pacific trade pact amid escalating US tensions

•   Global Times: Chinese companies, institutions blacklisted by US have Plan B as sanctions take effect

•   매경(P1): [단독] 美론스타 "한국정부와 타협 원한다"

•   매경(P1): 기본소득 이어 증세론 꺼낸 與

•   매경: 1인당 월30만원씩 주려면 예산 매년 180조원 필요

•   매경(P1): 檢, 이재용 부회장에 결국 구속영장 청구

•   매경: 태양광·풍력 반대하는 주민에 선심성 865억원 `그린뉴딜`

•   매경: 맥킨지 "코로나로 亞기업 엄청난 성장기회"

※   McKinsey: Future of Asia

•   매경: [Money&Riches] 그럼에도 불구하고…코스피, 하반기 계속 달릴까

•   한경(P1): 기본소득' 한발 물러선 김종인 "재원 논의부터"

•   한경: "전매제한 前 분양받자"…지방까지 청약 과열

•   한경: 美 기본소득 실험 '근로의욕 저하' 해결 못해…결국 EITC로 전환

•   한경: "기본소득, 근로의욕 떨어트린다"…유럽에선 노조도 반대했다

•   한경: 금리 0%시대…'갈 곳 없는 돈' 한달 새 18조원 폭증

•   한경: "대세는 OLED TV"…올레드 원조 LG전자 뚝심 光났다

•   한경: LG OLED vs 삼성 QLED 경쟁 치열…패널 수급 풀리면 '진검승부'

•   서경: 동학개미 웃을때 회장님들 '함박웃음' 지었다

•   서경: 전셋값 48주째 오르는데···내년 입주물량 반토막

•   서경: 안일환 차관 “증세 논의 없다···3차 추경에서 끝낼 것”

•   서경: 금융지주 자본확충 효자 된 '영구채'

•   서경: 코로나에 미중분쟁 변수까지···삼성전자, 재고관리 비상

•   조선: 아, 갤S20만 믿었는데… 부품 업체들의 한숨

•   조선: "신재생에너지는 날씨에 좌우… 원전이 완벽하게 보완해준다"

•   조선비즈: 채권단 "두산, 연내 계열사 매각 안하면 자금 지원 어렵다"

•   조선비즈: [세종풍향계] 홍남기 "3차 추경에 입 다물라" 직원에 함구령

•   조선비즈: 코로나 시대 부상하는 스마트 물류… AI·자율주행·클라우드 활용 박차

•   인베스트조선: 두산솔루스 매각 노란불…입찰 참여한 KKR, 칼라일도 눈높이 미달

•   중앙: 이수혁 주미대사, 대놓고 “미·중 사이 선택할 수 있다”

•   중앙: “코로나 이후 패권경쟁 무의미, 사회안전망 두 배로 늘려야”

•   중앙: 테슬라 줄 서! 배터리업체가 이젠 갑

•   동아: 천식-B형간염 의약품 활용 ‘코로나 치료제’ 연내 개발 가속도

•   동아: “갤럭시 하반기 언팩 행사 8월 5일 온라인으로 진행”

•   문화: 기업들엔 ‘잔인한 6월’…코로나 쓰나미 본격화

•   문화: 반도체만 바라보는 韓수출

•   머니투데이(P1): 5년후 '플라잉택시'로 인천공항~여의도 20분에 간다

•   머니투데이: 오는 11월 서울시 국내 첫 드론택시 시제기 하늘에 띄운다

•   머니투데이: 플라잉택시' 13조 시장 열린다..일자리 16만명 창출

•   머니투데이: 수소+전고체배터리' 정의선은 이미 '하늘'을 보고 있었다

•   머니투데이: 밀당하는 철강-조선…'카타르 잭팟'에도 건배 못한다

•   헤럴드경제(P1): 리쇼어링, 프랑스는 최대 10조인데 한국은 200억…

•   헤럴드경제: 내년 최저임금 심의 ‘强대强’ 격돌 예고

•   파이낸셜뉴스(P1): 日 "모든 선택지 있다"…전면전 치닫는 韓日

•   파이낸셜뉴스: 기안기금 채권 이르면 내주 발행

•   파이낸셜뉴스: SK하이닉스, 반도체 시황 악화… SV실적 6兆 감소

•   아시아경제(P1): 韓 신재생에너지의 역설…덩치 커지는데 사업성 급락

•   아시아경제: 전기요금과 직결, 돌파구 안보여…"제조·발전사 다 망할판"

•   디지털타임스: "배터리를 확보하라"… 글로벌 전기차 동맹 불붙었다

•   이데일리: [단독]삼성 車파운드리 내년 5나노 직행…TSMC 7나노 넘는 `초격차`

•   이데일리: "다음 휴직자에 혹시 내 이름도?"…두산 자구안 난맥상에 직원들 ‘한숨'

•   뉴스1: "한달새 20兆 투자도 무색"…'뉴 삼성' 시작전에 위기맞나

•   이투데이: 중국 굴착기 판매량 상승에도...두산인프라코어 긴장하는 이유는

•   아주경제: ‘포스트 코로나’ 中경기부양책에 韓건설기계업 ‘방긋’

•   비즈니스포스트: 두산인프라코어, 정부 지원에 유럽 비중 높여 중국 의존 줄일 기회잡아

•   뉴스투데이: [뉴투분석] 두산중공업에 올인한 박정원의 ‘큰 그림’ 나왔다

•   오마이뉴스: 두산중공업-STX조선-항공업체 노동자들 "끝장 보자"

•   Renewables Now: Germany gives energy transition some extra boost with economic stimulus programme

•   전기신문: 한수원 주도 ‘에너지혁신성장펀드’, 투자와 동반성장 연계 '눈길'

•   For Construction Pros: How Infrastructure Investment Could Facilitate Post-crisis Economic Recovery

•   Industrial Vehicle Technology: CASE Construction Equipment sees Covid-19 recovery begin as 125 units delivered to one customer

•   OilPrice.com: US Senators Call For Tougher Sanctions On Nord Stream 2

•   OilPrice.com: Outlook For Oil Remains Grim Despite 90% Rally

•   MINING.com: Fossil fuel industry in “terminal decline” ? report

•   MINING.com: Li-ion battery demand to grow tenfold by 2029 ? report

•   전자신문(P1): 정부도 국회도 "대기업 자본 '벤처투자' 빗장 풀자"

•   전자신문: 벌써 6월인데...전기차 보급률 17% '역대 최악'

•   전자신문: 원전 수출 1호' UAE 바라카 1호기 시운전 속도…장비 품질검사 인력도 채용

•   Phone Arena: The Motorola Razr 2 5G will catch up to Samsung's Galaxy Z Flip in a key area

•   Phone Arena: LG's foldable, rollable device would be a smartphone, tablet, and laptop all rolled into one

•   Robotics & Automation News: Automation is the ‘obvious answer’ to coronavirus disruption to e-grocery supply chain, says Swisslog

•   로봇신문: [창간7주년 기획]"포스트 코로나 시대,수요자 중심 로봇 개발 전략 절실"

•   로봇신문: [창간 7주년 기획]포스트 코로나 시대의 로봇산업 전략 좌담회(1)

•   로봇신문: [창간 7주년 기획]포스트 코로나 시대의 로봇산업 전략 좌담회(2)

•   Nikkei Asian Review: Slimmed down Tokyo Olympics under consideration, Gov. Koike says

•   Nikkei Asian Review: Asia tourist sector blends real and virtual to lure back visitors

•   Nikkei Asian Review: Alibaba's AI helps detect coronavirus pneumonia within a minute

•   Nikkei Asian Review: Novavax taps Japan's AGC to make ingredient in COVID-19 shot

•   Nikkei Asian Review: Coronavirus-testing robot in Japan takes on key tasks, reducing lab strain

•   Mainichi: New car sales of Toyota surge in China in May amid easing virus fears

•   Economic Times: India Covid fatalities cross 6,000 mark, case count up by 9,304 in past 24 hours

•   Livemint: Economy shows signs of springing back to life as lockdown lifts

•   Livemint: India's Covid-19 recovery rate decreases marginally to 47.99%

•   Jakarta Post: Indonesia unveils bigger stimulus worth $47.6 billion to fight coronavirus impacts

•   Jakarta Post: Govt mulls issuing diaspora bonds in November

•   Jakarta Post: No exact date yet for reopening economy: Luhut

•   Viet Nam News: ASEAN to limit tariff barriers to restore regional economies

•   Myanmar Times: Myanmar to collaborate with Singapore to advance infrastructure projects

[Opinions]

•   Project Syndicate(Sławomir Sierakowski): The Polish Opposition’s Last Chance

•   Project Syndicate(William A. Haseltine): Human COVID-19 Vaccine Trials Are Unnecessary, Uninformative, and Unethical

•   FT(Editorial Board): Merkel leads a bolder eurozone crisis response

•   FT(Editorial Board): The case for realistic engagement with China

•   FT(Martin Wolf): The risks of lifting lockdowns prematurely are very large

•   FT(Philip Stephens): Three compass points for an EU-China policy

•   FT(Edward Luce): How things could go very wrong in America

•   FT(Martin Sandbu): Protests, provocateurs and the economics of information

•   FT(Simon Kuper): Will the US take the path to radical change post-pandemic?

•   FT(Ben Hall): Pandemic exposes Europe’s reliance on imports

•   FT(Rob Burnett): Investors should prepare for a welcome return of inflation

•   FT(Claire Jones): Germany’s ‘decade of real estate’ is over. That might not spell disaster

•   WSJ(Barry Latzer): Don’t Call Rioters ‘Protesters’

•   WSJ(James Comer): Unemployment Bonus Keeps Workers on the Sidelines

•   NYT(James Bennet): Why We Published the Tom Cotton Op-Ed

•   NYT(Vijay Gokhale): China Doesn’t Want a New World Order. It Wants This One.

•   WP(Josh Rogin): The world failed after Tiananmen Square. We must not fail Hong Kong now.

•   WP(Greg Sargent): More signs emerge that Trump’s base may be eroding

•   WP(Condoleezza Rice): This moment cries out for us to confront race in America

•   WP(Thomas M. Johnson Jr. ): 5G conspiracy theories threaten the U.S. recovery

•   Bloomberg(Narayana Kocherlakota): What the Fed Can Do to Speed the Recovery

•   Bloomberg(Brian Chappatta): Fed’s Municipal-Bond Backstop Is Still Too Punishing

•   Bloomberg(John Authers): When I Said `Disaster' I Meant `Fill Your Boots'

•   Bloomberg(Barry Ritholtz): Too Much Uncertainty? The World Has Always Been Like This

•   Bloomberg(Marcus Ashworth): Italy's Bond Investors Have a New Heroine

•   Bloomberg(Ferdinando Giugliano): The ECB Can Still Do More to Help Europe

•   Bloomberg(Lionel Laurent): The Brexit Regulatory Bonfire Begins...in the EU

•   Bloomberg(Max Nisen): Is the Coronavirus Really Getting Weaker?

•   Bloomberg(Joe Nocera): Protests Threaten to Set Back Long-Awaited Reopenings

•   Bloomberg(Faye Flam): Covid-19 Attacks Blood Vessels, Creates Strange Clots

•   CNN(John Sutter): Reimagining the world after Covid

•   MarketWatch(Caroline Baum): Getting back to normal just got a lot harder for the U.S. economy