Business Intelligence Monitor 200608

(Introduction)

[Markets]

•   Global: Equities surge, bonds tumble on surprise U.S. jobs gains

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 1.43% 급등 마감…2,200선에 성큼

•   한국: [핫 종목] '어닝쇼크' 예고 두산밥캣, 기관 연일 러브콜...좋은일 있나?

•   Metals: Copper on track for its biggest weekly gain since September 2018

•   Grains: Wheat falls as dollar bounces; soy firms on export business

[Indicators]

•   US May Employment: U.S. Unemployment Rate Fell to 13.3% in May

※   NYT: Falling Jobless Rate Could Imperil Aid Underpinning the Recovery

※   WP: A ‘misclassification error’ made the May unemployment rate look better than it is. Here’s what happened.

•   US Q2 GDP Nowcast: Jun 05, 2020: New York Fed Staff Nowcast

•   China May Balance of Trade: : China’s exports drop off as global slowdown hits economy

•   China May Foreign reserves: China’s May foreign exchange reserves unexpectedly rise to US$3.1 trillion

•   한국 5월 회사채 발행: 회사채 발행 늘었지만, 비우량채 소외 여전

•   한국 5월 전력 공급예비율: 코로나 여파로 전기 남아돈다…5월 여유전력 역대 최고

•   한국 5월 KB 주택가격 동향: 강남 잡다가…집값 10년來 최악 양극화

•   한국 주간 부동산 매매시장 동향: 활기도는 서울 주택시장...매수지수 소폭 상승

•   Japan Apr. Household spending: Japan household spending records largest fall in 19 years

•   Japan Apr. Coincident Index: Japan key economic index in April logs record fall amid pandemic

•   India May Foreign reserves: India’s forex reserves surge to all-time high of $493.48 billion

•   India May Coal import: Coal import drops by 20% to nearly 19 million tonnes in May, says report

•   Vietnam May Tax revenue: Tax revenue in five months equal to 97.6% of 2019's figure

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Protests Sparked by George Floyd Killing Resume as Some Leaders Dial Back Enforcement

•   WSJ: California and Some Other States See Coronavirus Cases Rise

•   WSJ: Investors’ Love of Tech Drives Booming Market Rally

•   WSJ: China’s Jobs Rebound Doesn’t Appear as Robust as the Government Claims

•   WSJ: Fed Debates Whether to Reinforce Low-Rate Pledge With Yield Caps

•   WSJ: ‘Worse Than a War Zone’: Covid-19 Batters India’s Mumbai City

•   WSJ: After Cranking Out $267 Billion in Stimulus Payments, IRS Faces Fresh Challenges

•   WSJ: How U.S. Decision Could Hurt Hong Kong as Trading Hub

•   WSJ: Where Employment Improved—and Where It Didn’t

•   WSJ: The Soured Romance Between China and Corporate America

•   WSJ: Economy Week Ahead: Inflation, Federal Reserve and Jobless Claims

•   WSJ: Evidence Grows of Lockdowns’ Toll on Employment

•   WSJ: Newsletter Special Report: Finally, a Pleasant Surprise

•   WSJ: Airlines Got $25 Billion in Stimulus; Industry Still Expected to Shrink

•   WSJ: Huawei Founder Ren Zhengfei Takes Off the Gloves in Fight Against U.S.

•   NYT: Protests Swell Across America as George Floyd Is Mourned Near His Birthplace

•   NYT: Vote for Trump? These Republican Leaders Aren’t on the Bandwagon

•   NYT: A Striking Disconnect on the Virus: Economic Pain With Little Illness

•   NYT: China Hails Its Virus Triumphs, and Glosses Over Its Mistakes

•   NYT: Farmers Get Billions in Virus Aid, and Democrats Are Wary

•   NYT: Don’t Lose the Thread. The Economy Is Experiencing an Epic Collapse of Demand.

•   WP: The U.S. economic slide is likely bottoming out, but a recovery could take years

•   WP: Amid reopenings and street protests, coronavirus transmission remains high in much of the U.S.

•   WP: American reckoning: The country convulses amid a week of protests, but can it change?

•   WP: As coronavirus deaths in Brazil surge, Bolsonaro limits the release of data

•   FT: Singapore banks draw rising deposits from protest-hit Hong Kong

•   FT: Germany’s €130bn stimulus will boost recovery, says Bundesbank

•   FT: Viktor Orban keeps Trianon treaty bitterness alive, 100 years on

•   FT: Libya government reclaims key town to end Haftar’s assault on Tripoli

•   FT: ‘If you hit us, we’ll hit back’: Iran’s message to US with Venezuela oil shipments

•   FT: Military chiefs fault Trump over protest response

•   FT: Shipping industry warns of trade logjam as crews remain stranded

•   FT: Europe’s capitals take aim at €750bn recovery plan

•   FT: US lenders see hopeful signs in loan repayments

•   FT: European economy ‘through the worst’ but activity still depressed

•   FT: Rio Tinto scrambles to curb fallout from heritage site blasts

•   FT: Korea’s biggest shipbuilder warns LNG boom will not offset virus

•   FT: Huawei fights back against attacks over Britain’s 5G

•   FT: European economy ‘through the worst’ but activity still depressed

•   FT: What next for the Fed as signs of recovery emerge?

•   FT: UK delays pledge to follow EU green finance rules post-Brexit

•   FT: Trump targets EU and China over US lobster tariffs

•   FT: US companies scurry back to IPO market after rapid recovery

•   FT: A 10 million upside surprise

•   FT: Sunak pushes back stimulus plan until autumn

•   FT: UK housing market nervously reopens for business

•   FT: Virus transmission starting to rise in England, scientists warn

•   FT: UK and EU look for compromises after Brexit talks end in stalemate

•   FT: Opec output curbs spur US shale to ramp up production

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

•   FT: Giorgia Meloni emerges as challenger to Salvini on Italian right

•   FT: China green bonds on slow boat to global harmonisation

•   FT: China’s carbon trading scheme struggles to take off

•   FT: Global investors take on China’s green bond minefield

•   FT: China’s Belt and Road urged to take green route

•   FT: Greater disclosure to open doors for green investors

•   FT: Tokyo Olympics in doubt without travel deal, says governor

•   FT: Some Americans fear their jobs will be lost forever

•   FT: Pandemic sparks surge in equity fundraisings

•   FT: Poland’s attempts to contain virus hampered by outbreaks in mines

•   FT: Greater disclosure to open doors for China green investors

•   FT: Consumers’ reluctance to spend puts brake on UK recovery

•   FT: N Ireland business calls for 6-month delay in Brexit trade plan

•   Bloomberg: Emerging-Market Rally Seen Unstoppable as Traders Turn to Powell

•   Bloomberg: China’s Looming Budget Hole Poses Risk to Stimulus Efforts

•   Bloomberg: Saudi Arabia and Russia Unite to Tackle OPEC’s Pinocchio Problem

•   Bloomberg: Slide of China’s Yuan Versus Peers Signals Risks Ahead

•   Bloomberg: A Million-Mile Battery From China Could Power Your Electric Car

•   Bloomberg: Singapore’s Future Won’t Look Like the One Before Coronavirus

•   Bloomberg: World's Most Expensive Property Market Proves Resilient

•   Bloomberg: Huawei Troops See Dire Threat to Future From Latest Trump Salvo

•   Bloomberg: Trump’s Troop Plan Stuns Germany and Rocks Postwar Order

•   Bloomberg: Guardians of the World Economy Stagger From Rescue to Recovery

•   Bloomberg: Fed to Stay Full Throttle With Credit Support Despite Debt Rally

•   Bloomberg: Fed Vow Boosts Debt Binge as Borrowers Cut Thousands of Jobs

•   Bloomberg: These State Programs Offer a Path to Rehire U.S. Workers

•   Bloomberg: The Bond Market’s Bears Are on a Tear. Now the Fed Has Its Say

•   Bloomberg: U.S. Economy Is Still Far From Smooth Sailing, Port Chief Says

•   Bloomberg: Only Currency to Dodge Gulf Market’s Ire Shows Payoff After Rift

•   Bloomberg: Philippine Central Bank Backs Stimulus Action to Boost Economy

•   Bloomberg: Wall Street Doubts Fed’s $600 Billion Lending Plan Can Succeed

•   Bloomberg: PBOC Says It Supports Hong Kong’s Role as a Financial Center

•   Bloomberg: Oil Rebound Takes the Edge Off Covid-19 Slump in Nigeria

•   Bloomberg: Oil Price Collapse Could Strain Nigeria’s Federal System

•   Bloomberg: EU Set to Keep Its External Borders Closed Until July

•   Bloomberg: Indonesia’s Coronavirus Infections Top 30,000 After Cases Surge

•   Bloomberg: Bank of Italy Sees Economy Shrinking Between 9%-13% in 2020

•   Bloomberg: Brazil Coronavirus News: Vale Ordered to Shut Mines

•   Bloomberg: 2020 Presidential Election: Biden Widens Poll Lead in Michigan

•   Bloomberg: It’s Covid Code Red in Latin America With No Signs of Peaking

•   Bloomberg: Rage Against Spain's Pedro Sanchez Is Tearing the Country Apart

•   Bloomberg: Largest Libyan Oil Field Resumes Output Amid Cease-Fire Push

•   Bloomberg: Spain’s Stimulus Spending Binge Needs Debt-Cut Plan, De Cos Says

•   Bloomberg: Iran Sanctions Case Being Dropped by U.S. Despite Conviction

•   Bloomberg: Japan’s Ultralow Jobless Rate Ignores 4 Million People on Leave

•   Reuters: UK's death toll from confirmed COVID-19 cases tops 40,000

•   Reuters: G20 pledges more than $21 billion to fight coronavirus

•   Reuters: Italy hopes EU nations will open borders to Italians from June 15

•   Reuters: China to strengthen global cooperation in COVID-19 vaccine trials

•   Reuters: Saudi coronavirus cases exceed 100,000

•   Reuters: Chile coronavirus death toll jumps sharply after new cases added

•   Reuters: Bank of America sees 10% further upside for European equities by third-quarter

•   Reuters: Exclusive: U.S. weighs blacklisting dozens more oil tankers over Venezuela - officials

•   Reuters: AstraZeneca contacted Gilead over potential megamerger: Bloomberg News

•   Reuters: Brazil's Vale reaffirms iron ore output forecast after court decision

•   Reuters: Indonesia says it will ask Freeport build copper smelter in Halmahera

•   Reuters: Argentina extends lockdown in Buenos Aires as coronavirus cases surpass 20,000

•   CNN: The recovery is underway. Does that mean it's time for more stimulus?

•   CNN: India and China agree to peacefully resolve border dispute, New Delhi says

•   CNBC: OPEC and allies agree to extend record production cut

•   CNBC: Trump says states that have reopened are doing ‘tremendous business,’ even as coronavirus cases rise in some

•   CNBC: Coronavirus relief: Trump signs bill to ease limits on small business loans

•   CNBC: ECB coronavirus stimulus expected to continue as inflation remains low

•   CNBC: India has options to strengthen bilateral relationships to counter China

•   CNBC: U.S. scraps plan to ban Chinese airlines after Beijing permits foreign carriers

•   CNBC: More coronavirus stimulus might not end anti-EU populism

•   CNBC: The recovery from the coronavirus sure looks V-shaped, going by these charts

•   CNBC: QE infinity? The European Central Bank’s emergency stimulus has no real end in sight

•   CNBC: Here's what unemployment rate actually means and why it's important

•   CNBC: Jobs report shocker is evidence economy is playing catch-up to a ‘ray of sunshine’ market, Wall Street bull Ed Yardeni suggests

•   CNBC: India wants to be an electronic manufacturing hub, Ravi Shankar Prasad says

•   CNBC: Five charts that track the U.S. economy amid reopening progress

•   CNBC: Coronavirus: Jim O'Neill says V-shaped recovery is perfectly possible

•   CNBC: Underwater drones join hunt for trillions in mineral riches trapped on ocean’s floor

•   MarketWatch: So long, 33-day bear market — the bull is back and fresh highs are coming soon, says longtime strategist

•   Fox Business: Unemployment report 'biggest positive data shock' for markets in history: El-Erian

•   Fox Business: Volkswagen considering more cost cuts to cope with downturn

•   The Motley Fool: Is Moderna Really the Leader in the COVID-19 Vaccine Race?

•   SCMP: Australia's Victoria back in the spotlight for belt and road deal with China

•   SCMP: Coronavirus gave China the chance to make controversial policy moves, experts say

•   SCMP: China needs GDP growth of about 3 per cent to hit job goals, analysts say

•   SCMP: China subtly, quietly implementing phase one trade deal despite US tensions

•   SCMP: Destroying Hong Kong’s status as financial hub would be a ‘challenge’

•   매경(P1): 외국인 사라진 농촌…도시근로자가 메운다

•   매경(P1): 코로나後 패권잡겠다…글로벌車 187조 확보

•   매경: 파격마케팅·미래차R&D 준비 끝…글로벌車 지각변동 시작되나

•   매경: 전기차 시장선 테슬라 `독주`…연내 S&P500지수 편입될 듯

•   매경(P1): 잠실에 `제2 코엑스`…민자 적격성조사 통과

•   매경: 도산 위기 몰린 호텔…성수기 6월에도 객실 75%가 비었다

•   매경: "도와달라고 찾아간 은행서 신용 낮춘다고해 발길돌려"

•   매경: 기본소득 이어 `리쇼어링`…김종인, 경제이슈 또 던져

•   매경: 론스타가 띄운 협상카드에…정부 "공식제안땐 협상 검토"

•   매경: 상의, 中대사 초청 웹세미나

•   매경: 8개월 끌어온 TV전쟁…삼성·LG `없던 일로`

•   매경(P1): 머니 무브…고가 주식·아파트로 향한다

•   매경: 개인 순매수 `톱5`는 수백만원 황제株…한달간 1.5조 쏟아부어

•   매경: 아파트 급매물 소진되자…강남 3구 집값 다시 `꿈틀`

•   매경: 인플레 헤지에 `딱`…금·비트코인도 쓸어담는다

•   매경(P1): [뉴스&분석] 月30만원 주려면 법인·소득세 2.3배 걷어야

•   매경: 與野 잠룡들 기본소득 속셈 제각각…2022년 대선쟁점 부각될듯

•   매경: 민주, 이달 법안 발의…통합은 연구모임 활발

•   매경: 年사회보장비 232조 다 쏟아부어도…손에 쥐는건 1인 月37만원

•   매경: 소풍수당에 孝수당까지…한국은 이미 현금복지 천국

•   매경: 복지예산 180조 중 행정비용만 30조

•   매경(P1): 위기의 삼성 반도체 `비상계획` 수립 착수

•   매경: `3중악재`에 총수 공백 우려…삼성 "경영정상화 길 열어달라"

•   매경: 법원 "합병때 시세조종 없었다"…과거 판결선 檢주장과 배치

•   매경: 삼성, 이례적 호소문…"일찍이 경험못한 위기"

•   매경: "하반기 코로나 재유행…세계경제 침체 빠질것"

•   매경: "제조업 부진 여전…경기위축 심화"

•   매경: 대한항공, 기간산업기금 `1호`…1조 안팎 규모 지원받을듯

•   매경: 포스코, 드론으로 제철소 스마트 운영

•   매경: 현대건설기계, 중국서 질주…대형장비로 시장 공략 주효

•   매경: 일감 없는 대형건설사…`리모델링` 수주 전쟁

•   한경(P1): "나는 정부에 속았습니다"…어느 中企 사장의 탄식

•   한경: 돌아온 기업 80곳 중 절반만 가동 중…"한국은 유턴기업 무덤"

•   한경: 세계는 리쇼어링 경쟁 중…美·日 등 선진국들 "기업환경 개선이 먼저"

•   한경(P1): 아시아나 채권단 최후통첩…"현산, 27일까지 의사 밝혀라"

•   한경: "근무 1년 못 채워도 퇴직금"…민주당 '親노동 입법' 시동

•   한경: "전·월세 실거래가로 밝혀라"…'임대차 신고제' 다시 추진

•   한경: 카드 연체율 '꿈틀'…"연말께 부실 뇌관 우려"

•   한경: 들숨에 전기車 배터리 소재를 날숨에 석유화학 소재 얻는다

•   한경(P1): 카뱅에 간 국민은행 직원, 한 명도 돌아오지 않았다

•   한경: 토스·리멤버…IT 스타트업들도 '인력 블랙홀'

•   한경: 38년 수도권 발전 막아온 '수정법' 개정안 통과될까

•   한경: 재난지원금, 소비진작 효과 '미미'

•   한경: 나랏빚 치솟자…정부 "8월까지 재정준칙 마련"

•   한경: 車산업 수출 기여도 5%로 뚝

•   한경: 中 공급 느는데 수요 안 살아나…TV LCD패널 '캄캄'

•   한경TV: 두산중공업 경영정상화 가능할까?

•   한경TV: 천문학적 혈세 지원…두산 회생의 길은

•   한경TV: 그린 뉴딜'이 두산 기회?…"캐시카우 지켜라"

•   서경(P1): "40조 기안기금 기준 공유해야" 민노총 요구에 洪 "적극 검토"

•   서경: 고용유지' 직접 살펴보겠다는 勞...使는 "구조조정 받아들여야"

•   서경(P1): "공시가 차등적용 문제있다" 국회예정처, 정부에 '일침'

•   서경: 과세지표인 공시가 '부동산 안정용'으로 활용 논란

•   서경(P1): [토요워치]4차산업 혈관 VS 빅브러더...카드 빅데이터의 두 얼굴

•   서경: 업종 장벽 무너진 e커머스···포털·유통社 전면전

•   서경: [S머니] 대출규제가 소형 아파트값 올려...상승폭 중대형의 두배

•   서경: 車, C쇼크 탈출?...현대·기아차, 5월 中 판매 11.4%↑ 코로나 이후 처음

•   서경: LG화학과 배터리 합작사 세운 GM, 中서 CATL과 맞손

•   서경(P1): [이슈앤워치] "한일갈등, 98년 DJ에게서 해법찾자"

•   서경: [한일관계 어떻게 풀까] DJ, 과거보다 미래 지향...'새로운 한일 파트너십 선언' 이끌어

•   서경: 1+1+국민성금'으로 징용 배상···"이제라도 '문희상 안' 재논의 필요"

•   서경: WTO 제소·지소미아 종료' 투트랙 압박

•   서경: 취업자 수 석달 연속 마이너스...실업급여 1조 돌파할 듯

•   서경: 고령화 속도 세계최고...기초연금만 14조→127조 폭증

•   서경: 2차지원금 10조·기본소득 310조'....정치권 또 '달콤한 현금' 유혹

•   서경: 기세 오른 현대·기아 전기차...점유율 내연기관차 첫 추월

•   서경: 화웨이 '보안 논란' 털고 韓 공략 속도내나

•   서경: 치솟는 주가 '설명 난감'...노벨상경제학자까지 동원한 증권가

•   조선(P1): "원전감사 늦어 죄송… 법·원칙대로 조사"

•   조선: 8개월째 월성 1호기 보고서 못내놓자… 감사원장이 직접 나섰다

•   조선: 對中압박·방위비… 현안마다 꼬여가는 韓美

•   조선: 중국 이외 다른 부품사 찾자… 세계는 지금 '차이나 플러스 원'

•   조선: 중국도 중국 밖에서 友軍 찾는다

•   조선: "코로나 이후, WTO 중심의 多者무역 질서 힘빠질 것"

•   조선: 美·中 싸움에 대만 반사이익… 화웨이·미디어텍 손잡다

•   조선: 한은 "국제 유가, 코로나 사태 전으로 회복은 당분간 어려워"

※   한국은행: 해외경제 포커스(제2020-21호)

•   조선: "주가야 내려라 내려라" 기도했건만… 수익률 마이너스 33%

•   조선: 분양가 상한제 앞두고 서울 1만3319가구 내달까지 공급된다

•   조선비즈: “투자 도와주면 고맙지만… 해외 시장 포기 못 해”

•   중앙(P1): 사막 나라 UAE서 자라는 한국 벼, K-농업이 간다

•   중앙: [건강한 가족] “렘데시비르보다 우수한 국산 신약, 코로나19 이전으로 세상 되돌릴 것”

•   중앙: 쪼개고, 합치고, 팔고, 해외 진출까지…“이 건설사의 위기 대응법”

•   JTBC: "모든 직원 쉬어야 할 판"…막힌 하늘 길, 부품업계도 깜깜

•   동아(P1): “김여정 대남사업 총괄… 남북연락사무소 철폐”

•   동아: 北 “南, 시달리게 해주겠다” 개성공단-금강산 추가 조치 예고

•   동아: 日외상 “기업 자산 매각前 한국과 협의해 해결 원해”

•   동아: 삼성 “삼성물산-제일모직 합병 당시 주가조종? 상식밖 주장”

•   동아(P1): ‘IMF 세대’보다 암울한 ‘코로나 세대’

•   동아: 이력서 50곳 넣어도 알바조차 못구해… “내 자린 없는건가요”

•   동아: 코로나 고용 충격 장기화 전망… 청년층 ‘잃어버린 세대’ 우려

•   동아(P1): 탁구장 등 ‘3밀시설’發 확산… 신규 확진 연이틀 50명대

•   문화: 법인세 세수 13조7000억 급감… 기업이 죽어가고 있다

•   한국(P1): [늪: 세계의 빈곤] ‘샤오캉’ 중국몽 그늘… 6억명은 월수입 17만원

•   세계: 美 “한국, 反中 경제블록에 관심 가져달라”

•   한겨레: 그린뉴딜에 왜 온실가스 감축은 빠진 걸까요?

•   경향: 또 보복 준비 중인 일본…현재 수출 규제보다 더 센 건 없다

•   경향: 한국 첫 ILO국장 “한국은 재정상태가 최상급인 만큼…” [커버스토리]

•   경향(P1): 거칠어지는 북한의 입, 대답없는 한·미 흔들기 [뉴스분석]

•   경향: 에너지 전환, 시작은 늦었지만 목표치 초과달성

•   머니투데이(P1): "20분 출퇴근 거리로 사무실을 옮긴다"…SKT의 업무혁신 역발상

•   머니투데이: 현대硏 "추경, 올해 성장률 1.5%p 높인다…빠른통과 필요"

•   머니투데이: 돌리는 中 멈춰선 韓…건설기계 '양극화'

•   더벨: 명분에 가로막힌 외화 조달, 시장 성장 저해

•   MTN: "2차전지 뜨는데" 두산솔루스 매각은 왜 난항?

•   헤럴드경제(P1): ‘마이너스의 덫’ 경제 탈출구는…

•   파이낸셜뉴스(P1): 기업 '코로나 파산' 폭풍전야

•   파이낸셜뉴스: 다주택자 급매 소진… 버틴 강남 집주인들 호가 띄우기 시작 [현장르포]

•   파이낸셜뉴스: 외국인의 증시 컴백 시그널.. 프로그램·선물 사들였다

•   파이낸셜뉴스: 똑똑해진 개미… 반등장 삼성전자로 1600억 벌어

•   파이낸셜뉴스: 비대면 유통 플랫폼 '로봇 기술마켓' 운영 시작

•   파이낸셜뉴스: 중소기업 신기술에 빠진 건설업계

•   아시아경제: 하락세 멈춘 서울 집값… "본격적 반등 아냐" vs "약세장은 탈출"

•   아시아경제: [단독]최초 기본소득법안, 재원은 '데이터 이용료'…여야 회동 제안도

•   아시아경제: 두산, '경영정상화' 매각 절차 고군분투… 결과는 아직 ‘깜깜'

•   디지털타임스(P1): 플라스틱 대신 모바일 신분증… 막오른 언택트 정부

•   디지털타임스(P1): 1인당 GDP 감소폭 OECD 5번째

•   이데일리(P1): "비대면이 대세라는데 왜 車는 온라인 판매가 안되죠?"

•   이데일리: 기본소득 논쟁 기름부은 이재명…홍남기 "도입 부적절"

•   이데일리: 재원조달 계획은 '빈칸'인 스페인의 위험한 '기본소득' 실험

•   이데일리: [단독]"두산重 뺀 모든 자산 매각"..채권단, 두산과 3년간 특별약정체결

•   연합: 월성 맥스터 추가 건설 안돼' 주민투표 참여 5만명 중 95% 반대

•   연합: 충북도 "수소연료전지 발전소 협약"…진천군 "안 했다"

•   뉴스핌: 두산인프라코어·밥캣, 美시장 반등 노린다…'인프라 투자' 기대감

•   뉴스1: 정부 '그린뉴딜' 추경에 전문가들 "목표와 철학이 없는 역행"

•   뉴스1: 코로나 이후 추격 시동거는 中 배터리…한국 우위 뒤집힐까

•   비즈니스포스트: 두산밥캣 목표주가 높아져, "코로나19 뒤 미국 인프라 투자의 수혜"

•   CEO스코어데일리: [에너지정책 전환 3년, 성적표는㊥] 신재생 핵심 '태양광 설비' 급증세

•   아시아뉴스통신: 두산건설, 청주 국도대체우회도로 배짱공사 언제까지…

•   더구루: 두산밥캣, 유럽서 가장 '안전한 작업장' 선정

•   더구루: 두산인프라코어, 북미 영업망 또 확장…"솔트레이크시티·덴버 추가"

•   WNN: Post-COVID recovery brings decarbonisation opportunity : Covid-19 - World Nuclear News

•   Renewables Now: Outlook for US renewable energy projects following COVID-19 - Baker McKenzie

•   Windpower Monthly: Germany caps renewable surcharge in recession fight back

•   FuelCellsWorks: Wind Energy can Turn Hydrogen Green as Early as 2020 - FuelCellsWorks

•   KHL: Kubota launches sustainable mini excavator

•   KHL: Hitachi CME to stop manufacturing in Europe

•   Equipment Journal: 3 Canadian dealers make Doosan’s top 10 list - Equipment Journal

•   For Construction Pros: Bobcat MaxControl Remote Operation From: Bobcat Co.

•   For Construction Pros: Construction Employment Points to Positive Signs with May Increase

•   건설경제: [포스트 코로나] 건설로봇 기술 어디까지 왔나

•   MINING.com: Vale gets preliminary license to expand Serra Leste

•   CNET: Using UV light to kill coronavirus: The benefits and risks

•   전자신문: 韓 소부장 자립' 견제 일본...소재산업 혁신 추진

•   전자신문: 삼성SDI 전기차 배터리 '스태킹' 방식으로 만든다…헝가리에 양산 라인 구축

•   Phone Arena: Samsung Galaxy Note 20 5G release date and charger specs tipped, launching earlier

•   Phone Arena: Xiaomi is planning a foldable phone very similar to the Huawei Mate Xs

•   Phone Arena: Key Apple supplier says 2020 iPhone 12 5G launch will be delayed

•   Inside EVs: World’s Cheapest New Car Is Electric And It Comes In A Box From China

•   Robotics Business Review: May 2020 Robotics Transactions Drop in Number, but Self-driving Cars Pick Up More Funding

•   Robotics Tomorrow: COVID-19 To Reduce 2020 Industrial Robot Revenue By >8%, Followed By A Rapid Growth To Return From 2021

•   Robot Report: UC San Diego developing flexible feet to help robots walk faster

•   Robot Report: HAMR-JR next-gen cockroach-inspired robot is small but mighty

•   Robot Report: Robotics investments recap: May 2020

•   로봇신문: 양팔 로봇이 두손에 끼운 열선으로···3D토끼를 조각했다

•   로봇신문: [창간 7주년 기획] 로봇기업 CEO "로봇산업 육성정책 크게 미흡하다"

•   Nikkei Asian Review: Abe's approval plunges 11 points after missteps on coronavirus aid

•   Nikkei Asian Review: China recovery drives commodity prices higher in Asia

•   Nikkei Asian Review: Coronavirus research already 100 times more than SARS

•   Nikkei Asian Review: Avigan trial to stretch beyond June as Japan's coronavirus cases plunge

•   Nikkei Asian Review: Week of May 31 to June 6, G-20 pledges over $21bn

•   Nikkei Asian Review: China leads global auto sales out of slump, while Japan lags

•   Nikkei Asian Review: Japan's tourism sector sees 1-2 years for rebound: Nikkei survey

•   Nikkei Asian Review: Japan fertility rate drops to the lowest level in 12 years

•   Mainichi: Toyota, 5 China firms to set up joint venture on fuel-cell vehicles

•   Economic Times: Auto industry may fall out of gear this fiscal

•   Livemint: Covid-19 may end in India in mid-Sept, govt cites mathematical model-based analysis

•   Livemint: India-China border row may not end anytime soon, say analysts

•   Livemint: India has nearly 2.5 lakh coronavirus cases, but recovery rate at 48.37%

•   Livemint: Amid rise in Covid-19 cases, India to open its economy further

•   Business Standard: Industry lauds as India's draft rules for drones enter official gazette

•   Business Standard: India 5th worst-hit Covid-19 country with 246,662 cases: Johns Hopkins data

•   Hindustan Times: RBI guv calls for ‘full throttle’ on easing financial conditions

•   Folha de S.Paulo: Coronavirus Kills More than One Person per Minute in Brazil

•   Jakarta Post: Foreign investors flock to Indonesian capital market as lockdown policies ease

•   Jakarta Post: Indonesia’s COVID-19 budget changes again: What we know so far

•   Jakarta Post: Indonesian farmers suffer pandemic-related losses in May

[Opinions]

•   Project Syndicate(Daron Acemoglu): The Post-COVID State

•   Project Syndicate(Patrick Bolton): Give Argentina a Break

•   Project Syndicate(Joseph S. Nye, Jr.): American Exceptionalism in the Age of Trump

•   Project Syndicate(Dominique Moisi): Containing the Anger Virus

•   Project Syndicate(Brahma Chellaney): India’s Appeasement Policy Toward China Unravels

•   Project Syndicate(Aubrey Hruby, Aubrey Rugo): Investing in African Logistics

•   FT(Editorial Board): Bolsonaro sparks fears for Brazilian democracy

•   FT(Editorial Board): How Britain’s chancellor can support the recovery

•   FT(Rana Foroohar): Facebook and the creation of a US oligarch

•   FT(Wolfgang Münchau): The UK and EU are facing the most extreme version of Brexit

•   FT(Gavyn Davies): Covid debt mountains are a challenge for next decade

•   FT(Michael Mackenzie): Investors swept up in optimism need to ask themselves two questions

•   FT(Ian Kumekawa): We need to revisit the idea of a Pigou wealth tax

•   FT(Camilla Cavendish): An ending to the Brexit drama is yet to be scripted

•   FT(John Spellar): British jobs depend on reopening the economy

•   FT(Tim Harford): The economy won’t snap back after Covid-19

•   WSJ(Scott Gottlieb, Lauren Silvis): How Businesses Can Keep Employees Safe From Coronavirus

•   WSJ(Matthew Taylor King): The Gospel According to Xi

•   WSJ(Mike Gallagher): Yes, America Is in a Cold War With China

•   NYT(Paul Krugman): Donald Trump Is No Richard Nixon

•   NYT(Bret Stephens): Donald Trump Is Our National Catastrophe

•   NYT(Ross Douthat): Why the Coronavirus Is Winning

•   WP(Editorial Board): New evidence suggests Trump was wrong about the WHO and China

•   WP(Editorial Board): Finally, a positive shock to the economy. But there’s still far to go.

•   WP(Editorial Board): Maximum pressure on Iran and Venezuela has brought them together to embarrass the U.S.

•   WP(Jackson Diehl): How Trump’s failed ‘maximum pressure’ tactics could inspire a pre-election provocation

•   Bloomberg(Mohamed A. El-Erian): Big Error on Jobs Forecast Could Have Policy Ramifications

•   Bloomberg(Bill Dudley): Fed’s Coronavirus Rescues Invite Bigger Bailouts

•   Bloomberg(Daniel Moss): The Weird and Not-So-Wonderful World of Asian QE

•   Bloomberg(Conor Sen): The Jobs Market Is Recovering, But We Might Blow It

•   Bloomberg(Justin Fox): There Are Two Recessions, Not One

•   Bloomberg(Brian Chappatta): Shocking Jobs Report Boosts Yield-Curve Steepening

•   Bloomberg(John Authers): This Time, Europe Hasn't Thrown Away Its Shot

•   Bloomberg(Julian Lee): Saudi Arabia Lays Down the Law to the Oil Market

•   Bloomberg(Therese Raphael): How Covid-19 Has Made Brexit Even Harder

•   Bloomberg(Jonathan Bernstein): With the Economy Tanking, Republicans Stall

•   Bloomberg(Mark Whitehouse): The Jobs Report Shows Deep Racial Injustice

•   Bloomberg(Niall Ferguson): 2020 Is Not 1968. It May Be Worse.

•   CNBC(Harriet Lefton): The best-performing analysts are betting on these 5 stocks right now

•   CNN(Gad Levanon): May's job numbers were strong. But don't celebrate just yet

•   CNN(Prabhudev Konana): The United States must end its mindless reliance on China

•   MarketWatch(Ian Buruma): This moment is not 1968 all over again, but the similarities are frightening

•   MarketWatch(Simon Maierhofer): Even the worst-case scenario for U.S. stocks doesn’t look bad

•   매경(사설): 감사원, 정권 눈치 그만보고 월성원전 1호기 감사 서둘러야

•   중앙(주한규): ‘원자력 민심’은 총선 표심과 달랐다