Business Intelligence Monitor 200609

(Introduction)

[Markets]

•   Global: Stocks rally on quick economic revival hopes, oil slides

※   Nasdaq hits record high on recovery hopes

※   Oil falls 3% despite OPEC+ output cuts

※   Dollar slips as risk sentiment improves

※   Gold rebounds, eyes on Fed meeting

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 개미 '사자'에 강보합 마감…2,180대 숨고르기

•   Metals: Copper hits three-month peak on economic stimulus

•   Iron ore: Iron ore soars as Vale ordered to shut down mines

•   Grains: Soybeans hover near two-month top on strong demand

[Indicators]

•   US May Fiscal account: Federal Budget Deficit Nears $2 Trillion

•   Germany Apr. Industrial production: German industry records historic 18% tumble in output

•   한국 5월 실업급여: 실업급여 `눈덩이`, 月1조원 처음 넘어

※   매경: `실직 쇼크` 증폭되는 제조업…車·전자통신 직격탄

•   Japan Q1 GDP(rev.): Japan braces for worst postwar economic slump, pandemic tests policy response

•   Japan Apr. Current account: Japan's April current account surplus down 84.2% on coronavirus

•   Japan May Economy Watchers sentiment Index: Economy watcher sentiment in Japan up 1st time in 4 months, hovers near lows

•   India Weekly Employment: Urban job loss rate drops to 17.08% as of June 7

•   Indonesia May Foreign reserves: Indonesia’s foreign exchange reserves soar to $130.5b in May

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Recession in U.S. Began in February, Official Arbiter Says

•   WSJ: Fed Makes Terms More Favorable for Main Street Lending Program

•   WSJ: As Countries Reopen, Many Avoid a Second Wave of Covid-19 Cases?So Far

•   WSJ: New York City Reopens After Covid-19 Lockdown

•   WSJ: Consumers ‘More Optimistic’ About Economy’s Future in May, New York Fed Says

•   WSJ: Newsletter: China’s Labor Market Is Worse Than It Looks

•   NYT: Other Protests Flare and Fade. Why This Movement Already Seems Different.

•   NYT: No, the Jobs Report Wasn’t Rigged. Here’s What Happened.

•   WP: Trump pulls back National Guard, and cities cancel curfews, as peaceful protests continue and grow

•   WP: Trump's bad poll numbers against Biden are worse than against Clinton

•   WP: Biden emerges with a low-tech coronavirus strategy: Masks and distancing, but no testing

•   WP: India coronavirus: Temples, mosques and churches reopen after unprecedented shutdown

•   WP: The economist who could save the world

•   WP: Shutdowns prevented 60 million coronavirus infections in the U.S., study finds

•   FT: Emerging economies forecast to shrink for first time in 60 years

※   World Bank: COVID-19 to Plunge Global Economy into Worst Recession since World War II

•   FT: France to extend crisis jobs scheme for up to two years

•   FT: Nato chief urges nations to stand up to ‘bullying’ as China power rises

•   FT: BP to slash 10,000 jobs as pandemic bites

•   FT: ‘Thriving’ oil demand prompts Saudi Aramco to lift prices

•   FT: Majority of UK cabinet want to cut 2m social distancing

•   FT: Chinese investment in Australia falls 58%

•   FT: Huawei builds up 2-year reserve of ‘most essential’ US chips

•   FT: UK/US trade talks face chemical chicken conundrum

•   FT: Brazil central bank chief resists using new QE powers

•   FT: Toulouse’s troubles mirror those of France as a whole

•   FT: Environmentalists on back foot as Germany’s newest coal plant opens

•   FT: Protests in a pandemic present dilemma for scientists

•   FT: Investors expect credit to outperform despite Covid downturn

•   FT: Fed’s corporate bond facility faces teething problems

•   FT: Big drop in vacancies stokes fears of mass unemployment

•   Bloomberg: Can the U.S. End China’s Control of the Global Supply Chain?

•   Bloomberg: U.K. and Japan Start Post-Brexit Trade Talks to Replace EU Deal

•   Bloomberg: A Million Volunteers Help Thailand Curb Coronavirus Infections

•   Bloomberg: How Coronavirus Upended 20 Million Lives in India’s Finance Hub

•   Bloomberg: Job Losses Are Shifting to States, Cities After Business Rebound

•   Bloomberg: Italy Might Shake Off Crisis Without Having to Confront Economic Failings

•   Bloomberg: Summer’s Here. Great. Can We Fast-Forward to Fall? Or 2021 Even?

•   Bloomberg: Coronavirus May Cost Africa $4.8 Billion in Agriculture Exports

•   Bloomberg: Asia’s Most Distressed Sovereign Debt May Force Economy ‘Reset’

•   Bloomberg: The Sinking Dollar Won’t Help Emerging Currencies, Barclays Says

•   Bloomberg: South Africa's IMF Aid Request Crosses Red Line for ANC

•   Bloomberg: ECB Seeks to Identify Polluters in Push for Green Finance System

•   Bloomberg: Fed Expands Main Street to Include More Small Businesses

•   Bloomberg: A U.S.-China Cold War Could Be Good for Investors, After All

•   Reuters: Brazil 'driving in the dark' on COVID-19 as data scandal deepens

•   Reuters: U.S., Russia agree on June nuclear arms talks, invite China: U.S. envoy

•   Reuters: Chile's biggest copper mines keep production ticking up despite coronavirus: Cochilco

•   Reuters: Japan's economy minister warns against deepening negative rates

•   CNN: Britain's biggest companies are cutting tens of thousands of jobs. Millions more are at risk

•   CNN: Fed economists make the case for negative interest rates in the United States

•   CNBC: Asymptomatic spread of coronavirus is 'very rare,' WHO says

•   CNBC: Oil prices: Saudi Arabia says no room for OPEC+ non-compliance

•   CNBC: The EU's massive coronavirus stimulus plan faces three crucial hurdles

•   CNBC: China grows ‘more assertive’ in world politics as the U.S. leaves behind a vacuum, ex-diplomat says

•   CNBC: Google Maps Covid-19 alerts rolling out in U.S.

•   CNBC: Tidal turbine without gearbox built as sector seeks to drive down costs and push innovation

•   MarketWatch: Wait... so, asymptomatic spread of the coronavirus is actually ‘very rare’?

•   Fox Business: Biden tax hikes would be stock-market headwind, analysts say

•   Fox Business: Second coronavirus outbreak poses biggest risk to US economy, experts say

•   Fox Business: GE seeks to raise $3 billion

•   CBS: U.S. supply of remdesivir could run out within weeks, top official warns - CBS News

•   SCMP: Exclusive | Founding father of China’s export-driven economy says it’s now time to change

•   SCMP: Could China be forced behind a ‘bamboo curtain’ as it faces US dollar shortage?

•   매경(P1): 주식자금 리쇼어링…`동학개미` 34조 순매수

•   매경: 위기때 달러자산 샀던 韓머니…이젠 국내주식 통큰 투자

•   매경: 원유파생상품·급락장 베팅한 개미들은 `눈물`

•   매경: 최고가 아파트 韓·日 비슷해져

•   매경(P1): 이재용 영장 기각…심의위 기소여부 결정 주목

•   매경: "안갯속 반도체시장·미중갈등…李 부재땐 삼성 의사결정 타격"

•   매경(P1): [알립니다] 제28회 매경 글로벌 포럼

•   매경: 내년 최저임금 11일 논의 시작

•   매경: `코로나 대출` 은행권 자본 건전성 악화

•   매경: 공매도 금지한 덕에 코스피 9% 더 올랐다

•   매경: "차라리 증여"…강남 주택거래 10건중 3건

•   매경: [통신] 5G 상용화 1년…600만명 넘어 1000만 가입 노린다

•   매경: [통신] "세계 첫 양자암호폰 갤럭시A퀀텀…시즌2도 기대하세요"

•   MK스포츠: 두산 베어스, ‘사실 분’ 있으면 팔아야 한다

•   한경(P1): 서울서 스마트안경 쓰고 유럽공장 점검

•   한경: AI가 쇳물 상태 관리하고…편의점은 생방송으로 신선식품 판매

•   한경: 디지털이 산업 간 경계 무너뜨려

•   한경: 데이터센터 설립 붐…시장 선점 위해 적과도 손잡는다

•   한경: 中 BAT, 클라우드에 120조 투자…美 아마존·MS 아성에 도전

•   한경(P1): 국민 여론도 48 vs 42로 팽팽…대선 핫이슈 된 '기본소득'

•   한경: "주52시간 탓에 숙련 근로자 이탈…장근로 가능하도록 제도 바꿔야"

•   한경: 전 민노총 위원장의 작심 비판 "고용 늘리려면 규제부터 풀어라"

•   한경: 포스코, 사상 첫 유급휴업…강철기업도 못 버텼다

•   한경: 국가 대항전' 된 반도체…中, SSD 시장도 진출

•   한경: 힘 빠지는 强달러…외국인 다시 돌아오나

•   한경: 넉달째 韓주식 팔아치운 외국인…채권은 5개월 연속 순매수 행진

•   한경: 숨 고르는 5G장비株 '2차 랠리' 오나

•   한경: 코로나로 소비 트렌드 급변…기업들 "믿을 건 혁신뿐"

•   서경(P1): 7년간 대기업 달랑 1곳...초라한 유턴

•   서경: 공장 1곳만 와도 일자리 3만개 생기는데...규제에 묶인 대기업 유턴

•   서경: 기업 73% " 새 국회, 환경규제 더 강화할 것"

•   서경: "돌아와요"···기업에 '유턴 선물' 쏟아내는 각국

•   서경: 입주물량 반토막 나도 '... 임대차 3법' 쏟아내는 與

•   서경: 국세감면 53조 사상최대... 2년 연속 법정한도 넘었다

•   서경: "초고령화 코앞···방만한 재정지출 위기 키운다"

•   서경: "OLED 미들급 왕좌라도···" 절대강자 LG에 선전포고 나선 日도시바·소니

•   서경: 카타르 100척 수주 잭팟에도...축배 못드는 철강

•   서경: 일 잘하는 내 동료, 사실은 로봇?...RPA 시대 열린다

•   서경: 실적전망 3개월만에 반등...고평가 논란 수그러들까

•   서경: "내년 이익을 보라"...높아지는 반도체株 눈높이

•   조선(P1): 한국 향한 피치의 경고

•   조선: 신용등급 하락땐 국채이자 급증… 해외자금 조달도 차질

•   조선: 한국 재정악화 속도, 그리스 이어 OECD 2위

•   조선: 채무비율 급등→신용추락' 악순환에… EU우등생 스페인도 무너졌다

•   조선: 韓·日 신규 확진자 역전

•   조선: "정부 차원의 강력한 조치 없이는 기후변화 막을 수 없다"

•   조선: [단독] 감사원, 한수원 사장 등 핵심 10명 줄소환

•   조선비즈: 판교에 웬 굴뚝기업이?… 두산·현대重·LIG넥스원 등 혁신 찾아 사옥 이전

•   조선비즈: 원자로 핵심 부품도 3D 프린터로?… 美·英 연구개발 박차

•   인베스트조선: 지지부진한 두산 자산 매각…원매자 몰린 클럽모우CC만 그나마 흥행

•   중앙: ‘전 국민 월 50만원’ 땐 311조 필요, 증세·복지구조조정 필수

•   중앙: [view] 기본소득 원조는 고대 로마 ‘빵과 서커스’…스위스 4년 전 도입 부결

•   중앙: 2억 있으면 10억 집 산다? 서울 새 아파트 전세가율 86.3%

•   동아(P1): 117조원 풀렸다는데 中企는 돈가뭄

•   문화(P1): “코로나 경제난 평양까지 타격”… 내부 불만 위험수위

•   세계(P1): 북, 대남강경 노골화… 연락사무소 한때 불통

•   머니투데이(P1): "다 버는데 나만 못벌었어"…'패닉 바잉' 시작되나

•   머니투데이(P1): 김동관의 한화, 美 '니콜라' 손잡고 수소차 시장 본격 진출

•   머니투데이: 글로벌 CVC 5년새 3.2배 성장…韓은 아직 '금지'

•   머니투데이: 두산퓨얼셀, 신재생 확대 긍정적-IBK

•   더벨: 파이어세일' 두산솔루스 매각의 핸디캡

•   헤럴드경제(P1): 700만명이 안전망 없는 ‘고용절벽’

•   헤럴드경제(P1): 금융권, 한은서 받은 141조 반납?

•   헤럴드경제: 태블릿용 LCD 패널 ‘집콕 수혜’…출하량 2년 만에 최고

•   헤럴드경제: ‘SI 흥행참패’ 두산계열사…3조 마련 어쩔꼬

•   파이낸셜뉴스(P1): 43%라는 국가채무비율… 국제기준으론 50%

•   파이낸셜뉴스(P1): 리쇼어링 지역싸움…기업들 유턴 접는다

•   파이낸셜뉴스: 시총 44조' 삼성바이오로직스 기업가치 증명

•   아시아경제(P1): 동학개미도 외면하는 ISA

•   아시아경제: 창립70주년 맞는 韓銀 과제…'금리회복·저물가·디지털화폐'

•   디지털타임스(P1): 감세 없는 재정 투입… 절름대는 경기부양

•   이데일리(P1): [단독]“21대 국회, 공무원 정년 60→65세로”…정년연장 논란 재점화

•   연합: 북한, 오늘 모든 남북연락채널 폐기…"대남업무, 대적사업 전환"

•   연합: 포항 영일만에 수소연료전지 클러스터 추진…6개 기관 협력

•   뉴스핌: 산은·수은, "두산과 3년간 특별약정 체결한 바 없어"

•   뉴스1: 삼성전자, 갤Z플립 5G 출시 준비 '착착'…"中 3C 인증 통과"

•   팍스넷뉴스: 두산인프라코어, 인적분할 후 사업회사 매각

•   팍스넷뉴스: [위기의 두산중공업] 두산솔루스 매각 본입찰, 흥행할까

•   뉴스클레임: 복수노조제도, 사측 교모한 노조파괴 수단…두산모트롤, 인사차별 부당노동행위

•   reNews: Offshore wind offers '1.4TW potential by 2050'

•   Windpower Monthly: European offshore wind investment to overtake upstream oil and gas by 2022

•   건설경제: 21대 국회 몰아치는 부동산 입법...政·與에 맞선 통합당

•   OilPrice.com: China Oil Imports Jumped To Record Levels In May

•   CNET: Self-driving cars won't eradicate the car crash, study says

•   전자신문(P1): 제주도, 드론 물류 특구로 비상 준비한다

•   전자신문(P1): 과기정통부, 내년 5G 투자 세액공제 확대 추진

•   ZDNet Korea: 진화하는 中 'OLED' 기술...'갤럭시'까지 넘본다

•   Phone Arena: Samsung will finally add a big missing feature to its mid-range phones soon

•   Phone Arena: You might want to sit out the Galaxy Fold 2 as its successor will likely be cheaper and sturdier

•   Phone Arena: Galaxy S21 (S30) may have hidden selfie camera, as Visionox starts mass under-display production

•   Phone Arena: Can a foldable phone replace your tablet and smartphone?

•   Robotics & Automation News: The impact of coronavirus on e-commerce with China

•   Robotics & Automation News: CNC vs Robotics: Which One is Better in the Manufacturing Segment?

•   Robotics Tomorrow: How is COVID-19 Impacting and Transforming the Humanoid Robot Industry?

•   Robot Report: Robotics R&D still driven by government initiatives worldwide, says IFR report

•   로봇신문: 하드리안X 로봇, 시간당 200개 벽돌 쌓는다

•   Nikkei Asian Review: Japan to block coronavirus bargain hunters seizing key companies

•   Economic Times: Covid-19 crisis over-hyped, India will soon see next bull run: Jhunjhunwala

•   Livemint: Coronavirus lockdown 5.0: India adds about 50,000 COVID-19 cases in just five days

•   Livemint: India, China to continue quiet diplomacy on border dispute

•   Livemint: India sees a dip in number of self-employed households in FY19

•   Livemint: Is India’s attention shifting from coronavirus?

•   Business Standard: Indian economy will shrink 5% in FY21, stimulus not enough: S&P Ratings

•   Business Standard: India's tax-to-GDP ratio plunges to a decade low of 9.88% in FY20

•   Business Standard: 15% corporate tax rate benefit deadline may be extended: FM Sitharaman

•   Folha de S.Paulo: Brazil Sees Skyrocketing Deaths as Social Isolation Loosens

•   Folha de S.Paulo: Thousands Protest against Bolsonaro Amid Pandemic

•   Moscow Times: Russia’s Shops Reopen Their Doors, But Customers Only Trickle In

•   Jakarta Post: Energy ministry rejects miners' request for relaxation on coal royalties

•   Jakarta Post: New layout, new experience: Restaurateurs prepare for reopening

•   Jakarta Post: Indonesia’s COVID-19 budget swells but still not enough, observers say

•   Jakarta Post: Indonesia remains favorable for global investors: Deutsche Bank

•   Viet Nam News: Central bank eyes tightening non-bank credit in corporate bonds, property

•   Viet Nam News: Vi?t Nam’s wind sector to see growing opportunities

•   Myanmar Times: COVID-19 shuts down a third of Myanmar businesses

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz, Hamid Rashid): Which Economic Stimulus Works?

•   Project Syndicate(Jim O'Neill): Explaining the Pandemic Performance Differential

•   Project Syndicate(Econ Films): The Race for a Vaccine

•   Project Syndicate(Jacek Rostowski): Europe’s “Hamiltonian Moment” or “Fort Sumter Fusillade”?

•   Project Syndicate(Shashi Tharoor): China’s “Peaceful Rise” Vanishes in Thin Air

•   Project Syndicate(Barry Eichengreen): Rage Against the Pandemic

•   FT(Editorial Board): EU curbs on Chinese state aid are overdue

•   FT(Gideon Rachman): A new global crisis is looming in east Asia

•   FT(Robert Armstrong): Rising markets and inequality grow from the same root

•   FT(Leo Lewis): Japanese pride in end of lockdown can swell too much

•   FT(Herminia Ibarra): Covid-19 has given businesses a push to change

•   FT(Fabiana Fedeli): Pandemic starts process of EMs decoupling from each other

•   FT(Patrick Jenkins): The twisted logic of backing both George Floyd and Xi Jinping

•   WSJ(Alan S. Blinder): Don’t Cut Off Unemployment Benefits Now

•   NYT(Jennifer Senior): Is This the Trump Tipping Point?

•   NYT(Vanessa Barbara): Brazil Is in Coronavirus Free Fall

•   NYT(Robert Klitzman): Covid-19 Survivors Need Care. That's the Next Challenge.

•   WP(Greg Sargent): Trump just revealed a huge weakness. It may prove fatal.

•   Bloomberg(Mohamed A. El-Erian): Jobs Surprise Complicates Picture for the Fed

•   Bloomberg(Noah Smith): Ben Bernanke Sees a Big If on the Path to Recovery

•   Bloomberg(Tim Duy): Don't Be Fooled by Stocks. The Economy Needs More Aid.

•   Bloomberg(Brian Chappatta, Elaine He): America’s Economy Can’t Thrive Without New York City

•   Bloomberg(Liam Denning): OPEC’s Doctrine of Mutually Reassured Destruction

•   Bloomberg(John Authers): A Money Rush Foretold This Helter-Skelter Rally

•   Bloomberg(John Authers): We’re Back at the Top of the Stocks Helter-Skelter

•   Bloomberg(Barry Ritholtz): Five Tips for Recovering From Covid-19 Panic Selling

•   Bloomberg(Lionel Laurent): Hydroxychloroquine Farce Has Tragic Consequences

•   Bloomberg(Jonathan Bernstein): What Will Republicans Look Like After Trump?

•   Bloomberg(Stephen Roach): A Crash in the Dollar Is Coming

•   MarketWatch(Rex Nutting): The NBER is wrong ? the recession began in March, not February

•   MarketWatch(Vasant Dhar): Machine learning won’t crack the stock market ? but here’s when investors should trust AI

•   문화(유회경): 신냉전과 한국 원전 중요성

•   한겨레(이희환): ‘원전 앞에 사는 할머니 이야기’에 대한 오해와 진실