Business Intelligence Monitor 200610

(Introduction)

[Markets]

•   Global: Stocks trend lower as investors step back, safe-havens rally

※   Nasdaq hits new record high for second day

※   MSCI’s all-country, Dow, S&P 500 slide

※   Oil gains on output cut accord

※   Gold jumps more than 1%

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2,180선에서 '주춤'…개인 나홀로 순매수

•   한국: 원화 강세…1100원대 회복

•   Metals: Aluminium and zinc hit by inventory gains and demand uncertainty

•   Grains: Soybeans pare losses as China buys more from U.S.

[Indicators]

•   US Apr. Job Openings: U.S. Job Openings Slump to Lowest Since 2014, Separations Ease

•   US May Construction jobs: Construction Jobs Rebound in May

•   Eurozone Q1 GDP(final): Household spending plunge pulls down euro zone GDP in first quarter

•   Germany Apr. Balance of Trade: Trade-Reliant Germany Suffers Biggest Ever Plunge in Exports

•   UK May Retail sales: ‘Glimmers of hope’ in UK retail and consumer spending in May

•   한국 4월 재정수지: 세금이 안 걷힌다…재정적자 사상 최대 56조

※   매경: 쪼그라든 기업실적·가계소비…법인세 3.2조 부가세 3.7조 줄어

※   매경: 고소득층 퍼준 세금감면 혜택

※   동아: [단독]국채 이자, 최대 1조8200억원 늘어… 올해 20조 넘을수도

•   Japan Apr. Wages: Japan real wages in April fall at fastest pace since Dec

•   Japan May Corporate bankruptcies: Bankruptcies in Japan fall but outlook bleak due to coronavirus

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Coronavirus Obliterated the Best African-American Job Market on Record

•   WSJ: Pace of Layoffs Eased in April After Initial Coronavirus Shutdowns

•   WSJ: White House Adviser Sees Another Stimulus Bill From Congress

•   WSJ: Shoppers Surprise Retailers by Returning to Stores

•   WSJ: Newsletter: It’s Officially a Recession

•   WSJ: U.S. Frackers to Zero In on Richest Oil Fields

•   NYT: The World Reopens, Despite Skyrocketing Coronavirus Cases

•   NYT: Can a Vaccine for Covid-19 Be Developed in Record Time?

•   NYT: What It Looks Like Inside an Amazon Warehouse Now

•   NYT: Pandemic Threatens to Upend a Thriving Real Estate Model

•   WP: Are asymptomatic people spreading the coronavirus? A WHO official’s words sparks confusion, debate

•   FT: Trump criticises protesters on day of Floyd funeral

•   FT: Europe and Africa both seek single contender for WTO top job

•   FT: Mário Centeno resignation triggers contest for eurogroup presidency

•   FT: Retail investors bet on bankrupt US companies rising again

•   FT: SoftBank cuts 15% of jobs from Vision Fund arm

•   FT: TSMC falls into line with US export controls on Huawei

•   FT: France unveils €15bn aid package to ‘save’ its aerospace industry

•   FT: China rejects Harvard study suggesting Covid-19 was circulating last summer

•   FT: Fauci warns coronavirus outbreak has further to run

•   FT: Sharma confirms plan to reopen England’s retailers

•   FT: Vodafone warns ripping out Huawei would cost UK lead in 5G

•   FT: A pause after running ‘too far, too fast’

•   FT: Long shadow of Brexit hangs over UK antivirus measures

•   FT: UK records lowest excess deaths since late March

•   FT: Housebuilding slowdown to last at least a year, warns UK builder

•   FT: How Trump could have handled Hong Kong trade tensions differently

•   FT: The minds behind Germany’s shifting fiscal stance

•   FT: Fed faces tricky balancing act in recession response

•   FT: Coronavirus numbers — what we have learnt from the pandemic

•   FT: Chinese businesses adapt to post-lockdown reality

•   FT: Republicans resist calls for big stimulus package

•   FT: Hong Kong hedge funds eye exit as national security law looms

•   FT: China welcomes back street hawkers to boost employment

•   FT: Shipping lines face formidable foe in pandemic

•   FT: Coronavirus fuels black America’s sense of injustice | Free to read

•   Bloomberg: From Depression to Euphoria: How Cross-Asset Markets Fought Back

•   Bloomberg: Most Economists See Bank Of Japan Holding Off Major Action in June

•   Bloomberg: Indonesia Eyes Early Growth Rebound With Exit From Virus Curbs

•   Bloomberg: Indonesia Eases Travel Rules in Boost for Virus-Hit Airlines

•   Bloomberg: Asian Central Banks Exhale as Volatile Capital Flows Stabilize

•   Bloomberg: Rare Coupon Hikes Signal China Developers’ Need for Debt Relief

•   Bloomberg: 26 Ways to Launch a Clean Energy Future

•   Bloomberg: Fed’s Changing Jobs Doctrine Comes to Grips With Racial Inequity

•   Bloomberg: It’s Another Miserable June for the Dollar. The Fed May Not Help

•   Bloomberg: The Shock U.S. Jobs Report Raised Questions. Here Are Some Answers.

•   Bloomberg: U.S. Job Market Rapidly Healing in June, Fed Researchers Say

※   St. Louis Fed: Reading the Labor Market in Real Time

•   Bloomberg: Presidents Lose When There’s an Election-Year Recession

•   Bloomberg: Debt Shakeout to Make Biggest Tech Firms, Retailers Even Bigger

•   Bloomberg: European Businesses Will Need E-Commerce Sites to Beat Recession

•   Bloomberg: Argentina Mulls Export Sweetener to Bridge Gap with Creditors

•   Bloomberg: Deflation Fears at ECB Signal Stimulus Battles for Lagarde

•   Bloomberg: China’s Employment Outlook Expected to Weaken in Third Quarter

•   Bloomberg: Huawei’s 5G Patents Means U.S. Will Pay Despite Trump Ban

•   Bloomberg: Sweden Says Covid Strategy Was Never About Shielding the Economy

•   Bloomberg: U.K. Economy Inching Past Crisis Peak as Demand for Aid Slows

•   Bloomberg: Stimulus Should Give Business a Roadmap on Climate Change

•   Bloomberg: Dubai’s Economy Starting to Heal, Still ‘Long Way From Recovery’

•   Bloomberg: Germany Sees Swift Deal on EU Recovery Plan Amid Divisions

•   Bloomberg: Trade Tensions Are Set to Rise as EU-U.S. Talks Break Down

•   Bloomberg: In Coronavirus Recovery, China Looks to Climate and Coal

•   Bloomberg: U.S. Plans Oil Tanker Sanctions to Cut Iran-Venezuela Trade

•   Bloomberg: IMF Warns Poorest Nations Will Default Without Debt Relief

•   Reuters: What to look for in the Fed's U.S. economic outlook

•   Reuters: Russia, China build case at U.N. to protect Iran from U.S. sanctions threat

•   Reuters: Brazil restores detailed COVID-19 data after Supreme Court ruling

•   Reuters: Mexico coronavirus peak still weeks away, pandemic czar says

•   Reuters: Turkey relaxes coronavirus restrictions further, vows to boost economy

•   Reuters: S&P cuts Japan's debt outlook as spending surges during pandemic

•   Reuters: Explainer: How will Britain pay for coronavirus borrowing?

•   CNN: Oil is up $80 in seven weeks. The remarkable recovery could be too good to be true

•   CNN: Economists just dropped the R-bomb — and Wall Street still rallied

•   CNN: A record number of retail stores are expected to permanently close this year

•   CNBC: Goldman Sachs: Oil price correction up to 20% may already be underway

•   CNBC: Saudi-Russia oil price war was 'very big mistake': Qatar energy minister

•   CNBC: U.S.-China tensions over coronavirus, scrutiny on Chinese firms in financial markets

•   CNBC: Gilead's remdesivir slows disease progression in monkeys with COVID-19

•   CNBC: Strong jobs number may add fuel to Treasury yield rally: BofA's Cabana

•   CNBC: Here’s why some sovereign wealth funds could outperform despite the coronavirus crisis

•   CNBC: In the age of coronavirus, activist shareholders are going after company bosses

•   CNBC: Huawei 2020 goal: Be number one in smartphones. Trump may end that dream

•   MarketWatch: The extra $600 Americans get in weekly unemployment benefits ends next month — here’s what lawmakers are proposing to replace it

•   SCMP: China tolerating weaker yuan to offset US tensions, boost exports

•   SCMP: Hundreds hit Hong Kong malls to mark protest movement anniversary

•   SCMP: Is the silent treatment part of China’s new art of war with Australia?

•   SCMP: China needs to step up job stimulus for coronavirus recovery, experts say

•   SCMP: China is buying record amounts of crude oil, but why not from the US?

•   매경(P1): HDC현대산업개발, 아시아나 인수 원점서 재협상

•   매경(P1): [알립니다] `글로벌 싱크탱크 포럼` 매달 개최

•   매경: 정기공채가 사라진다…LG그룹도 64년만에 폐지

•   매경: 韓 선박 수주, 중국 바짝 따라붙어

•   매경: 현대건설기계, 30t급 굴삭기 신모델 선보여

•   매경: 삼성, 하반기 전략폰 8월초 온라인 공개

•   매경: 슈퍼컴의 힘…코로나 치료물질 찾았다

•   매경: `렘데시비르 50배 효능` 물질 민간기업 이전

•   매경: 달러 氣죽으면, 삼성전자 氣산다

•   한경(P1): "MBA는 옛말…빅데이터·AI 모르는 은행원, 별 못답니다"

•   한경(P1): "세계 최고수준 상속세가 탈법 조장"…이례적 지적 나왔다

•   한경: "범정부 협의체 구성해 수도권 규제 개선해야"

•   한경: 기본소득이냐 고용보험 확대냐 '신경전'

•   한경: 한국은행 "기준금리 外 통화정책 수단 확대"

•   한경: 반도체의 시간이 온다…"결국 전고점 돌파"

•   서경(P1): [단독] 정부, 우리금융 완전민영화 재시동 걸었다

•   서경(P1): 최악 면한 이재용, 현장경영 재개

•   서경: "삼성, 3년간 법적 문제로 마비" 외신도 사법 리스크 지적

•   서경: JY 두고 고심하는 검찰···영장 재청구·수사심의위가 변수

•   서경(P1): [단독]다주택 매각 추가 퇴로 없다...양도세 중과 예외 이달 종료

•   서경: "급매물 대부분 정리"···양도세 중과 면제 끝나면 관망세 이어질듯

•   서경: 김현준 국세청장 "세수확보 위한 세무조사 없다"

•   서경: 한전, 2년 연속 5억 달러 규모 그린본드 발행

•   서경: [단독]신재생 발전단지 거리따라 차등대우 추진

•   서경: [시그널] 흥행 실패 두산솔루스, 3개부문 분리매각 '가닥'

•   조선(P1): 獨·佛 재정 건전성이 코로나 대책 명암 갈라

•   조선: 독일, 헌법에 '부채 브레이크' 못 박아 채무비율 20%p 낮췄다

•   조선: 北, 신형미사일 쏘거나 국지도발할 수도

•   조선: 與 "세입자에게 계약 연장 요구권"… 野 "1주택자 종부세 면제"

•   조선: 소형 아파트 왜 이렇게 뛰지?

•   조선: "월성1호기 폐쇄때 소송 문제 없겠느냐"

•   중앙: 피케티 "전국민 기본소득 보장 말고 최저소득 수혜자 넓혀야"

•   중앙: 굴뚝 가고 IT 온다, 자산증가율 상위 10곳 중 4곳 IT기업

•   동아: [단독]與 86그룹, 기본소득 반대 표명… “복지혜택 하향 평준화 우려”

•   동아: “기존 사무실 꼭 있어야 하나”… 아예 없애거나 공유오피스로

•   문화(P1): “남한 전체를 敵으로 규정… 2000년이후 처음”

•   문화: 3차추경에 국채값 연일하락… 한은, 매입시점 저울질

•   한국(P1): 인구ㆍ성장률 추락… 코로나에 더 빨라진 ‘수축사회’

•   국민(P1): “정치권 기본소득, 일종의 수당”… 개념정리 필요

•   서울(P1): [단독] 팍팍 밀어준다더니… 현대모비스 ‘빈손 리쇼어링’

•   머니투데이(P1): 한번도 경험하지 못한 증세가 온다

•   머니투데이: 한국 국민, 세금 더 낼 여력은

•   머니투데이: 文의 비전 "모두가 잘사는 나라" 증세 없인 공염불

•   머니투데이: 탄소세·로봇세·국토보유세…새로운 세금이 온다

•   머니투데이: 코로나 극복 '증세'가 대세? 獨 "그래도 우린 감세"

•   머니투데이: 앞으로 1년이 증세논의 적기…경기충격 최소화 관건

•   머니투데이: “지금 쓴 돈, 공짜 아니에요” 전세계는 증세 검토중

•   머니투데이: 확실한 경기부양책 없이 올해 플러스 성장 가능할까?

•   더벨: 두산솔루스 밸류 격차 '수주 지속성' 부각

•   더벨: 두산솔루스 M&A, 멈칫했던 원매자 관심 살아날까

•   더벨: 두산솔루스 M&A, FI·SI 니즈와 강점은

•   헤럴드경제: 코로나19 ‘무풍지대’…‘전기차 수출’ 진격의 현대·기아차

•   헤럴드경제: 하반기 서울 집값?…전세시장을 보라

•   파이낸셜뉴스(P1): 대기업도 경영 위기감.. 현금자산 21兆 늘렸다

•   파이낸셜뉴스: "벤처 투자 활성화 위해 대기업 CVC 보유 허용"

•   파이낸셜뉴스: 두산重, 골프장 매각도 ‘삐걱’… 적정가 두고 시장 온도차 [마켓워치]

•   아시아경제: 강남 아파트값 잡으려다 중저가마저…치솟는 서울 외곽

•   이데일리(P1): 인구절벽 앞에 선 한국, 대전환 위한 해법 찾는다

•   이데일리: [마켓인]두산重 클럽모우CC 매각 ‘흥행’ 예고…80여곳 관심

•   이데일리: 포스트 코로나' 中 건설기계 시장 성장세 뚜렷…두산 판매량 2배↑

•   연합: "하반기 재계 키워드는 생존·비용절감·구조조정"

•   뉴스1: 옥천군, 수소연료전지 발전소 행정소송 패소 후 대책 부심

•   KBS: [이슈체크K] “1인당 GDP, OECD 5번 째로 줄어” 뒤집어보니…

•   비즈니스포스트: 두산인프라코어 목표주가 높아져, "중국 굴삭기시장 회복의 수혜"

•   뉴데일리: 밥캣 매각?… 두산 자구안 속도에 달렸다

•   뉴스톱: [에너지전환, 이것이 팩트다]② 두산중공업이 탈원전으로 망했다? 7대 논란 팩트체크

•   Power Engineering: Global carbon capture and storage pipeline grows by 10 large-scale facilities

•   Power Engineering: Energy storage could take $40B foothold in microgrid sector by 2029

•   Renewables Now: Coronavirus-induced power price drop prompts calls for extending Germany's renewables support

•   에너지데일리: [연료전지 특집 시리즈] ① 9차 전력수급계획 분산전원 및 신재생 정책

•   KHL: Komatsu integrates automated collision avoidance system as standard in its excavators

•   KHL: Electric vehicles drop in price, but ‘most remain unprofitable’, says Lux Research

•   Equipment Journal: HiCARE added to Hyundai Intelligence Care - Equipment Journal

•   건설경제: 두산중공업, 1300억원 ‘김포열병합 건설공사’ 수주

•   OilPrice.com: Saudi Arabia Sees Oil Export Revenues Slide In Q1

•   OilPrice.com: Why Oil Prices Didn’t Rally After The OPEC+ Extension

•   MINING.com: BloombergNEF forecasts 18% drop in electric vehicle sales

•   전자신문: “에너지효율 개선 효과 높이려면 전기요금 정상화해야” 한전경영硏

•   전자신문: [데이터뉴스]국내 태양광 발전비용, 4년 새 17.3% 하락

•   ZDNet Korea: ESS 화재는 현재진행형…두 차례 발표에도 '오리무중'

•   디지털데일리: “돈 더 붓고 사람 더 키우고”…‘내우외환’ 中 반도체, 정면돌파 시도

•   Phone Arena: Galaxy Fold 2 will reportedly not include S Pen support

•   IEEE Spectrum: We Can Do Better Than Human-Like Hands for Robots

•   로봇신문: 코로나19 유행으로 주목받고 있는 '피자 로봇'

•   Nikkei Asian Review: India's migrant exodus foreshadows an economic crisis

•   Nikkei Asian Review: Japanese banks gobble up nearly half of dollar funding by Fed

•   Mainichi: Japan's April overtime pay drops 12% amid coronavirus pandemic

•   Livemint: Indian power producers seek more time to cap emissions

•   Livemint: Coronavirus recoveries in India catch up to active cases

•   Livemint: Coronavirus cases in Delhi may jump to 5.5 lakh by July end, warns state govt

•   Business Standard: Slowdown blues: Post-lockdown, consumer confidence remains low

•   Business Standard: Indian, Chinese troops pull back from certain areas in Ladakh: Sources

•   Business Standard: Job market bleakest in 15 yrs, only 5% of India Inc plans to hire in Q2

•   Folha de S.Paulo: Brazil Has 849 Deaths from Coronavirus in 24 hours, Reveals Consortium of Press Vehicles; Are 37,312 in Total

•   Folha de S.Paulo: Brazil's Ministry of Health Now Says It Will Publish Total Deaths and Cases of Covid-19

•   Jakarta Post: Indonesia faces trade remedies from partners, risks $1.9b losses

•   Viet Nam News: Digital economy hoped to make up 20% of Việt Nam's GDP by 2025

•   Viet Nam News: Housing projects will be proposed to sell land parcels, says ministry

[Opinions]

•   Project Syndicate(Andrés Velasco): Preventing an Emerging-Market Meltdown

•   Project Syndicate(이종화): Lee Jong-Wha Says More…

•   Project Syndicate(Minxin Pei): Chinese Diplomats Behaving Badly

•   Project Syndicate(Elizabeth Drew): America’s Calamity

•   Project Syndicate(James K. Galbraith): The Illusion of a Rapid US Recovery

•   FT(Editorial Board): A market rally built on shaky foundations

•   FT(Editorial Board): India is ill-equipped to live with the virus

•   FT(Martin Wolf): Covid-19 will hit developing countries hard

•   FT(Megan Greene): Economists are hunting for alternative indicators of recovery

•   FT(Martin Sandbu): Germany’s ‘ka-boom’ stimulus marks a surprising change

•   FT(Andres Schipani): US protests bring Brazil’s inequality to the fore

•   FT(Paul Britton): Collapsing rates leave investors dangerously exposed to equity risk

•   WSJ(Walter Russell Mead): Enemies See a Weak and Divided U.S.

•   WSJ(Allan Ripp): Coronavirus Made Me Give Up Cash

•   NYT(Paul Krugman): Will the Jobs Report Destroy Jobs?

•   NYT(Gail Collins, Bret Stephens): Save Us From Trump 2.0

•   WP(Editorial Board): A devastating second wave is possible. But there are ways to avert it.

•   WP(Catherine Rampell): Trump is running on the economy without a plan to rebuild it

•   WP(Henry Olsen): No, the lockdowns weren’t an overreaction

•   WP(Paul Waldman): As Trump shows more signs of deteriorating, GOP candidates are tied to his fate

•   WP(Greg Sargent): White voters are turning on Trump, new data shows. Why now?

•   Bloomberg(Editorial Board): The World Needs an Effective WTO More Than Ever

•   Bloomberg(Mac Margolis): Bolsonaro’s Pandemic Blackout Won’t Fool Anyone

•   Bloomberg(Brian Chappatta): Fed Needs Better Answers on Runaway Markets and Inequality

•   Bloomberg(Andy Mukherjee): Economic Nationalism Is a Wrong Turn for Covid-Hit India

•   Bloomberg(John Authers): Crash Lesson No. 1? Don't Ignore the Fed's Gusher

•   Bloomberg(Robert Burgess): The U.S. Recession Is Confirmed. Now What?

•   Bloomberg(Jonathan Bernstein): With Polls Worsening, Donald Trump Flails

•   Bloomberg(Andreas Kluth): U.S. Troop Cuts in Germany Would Be a Disastrous Mistake

•   Bloomberg(Nir Kaissar): Stock Market Has Almost Always Ignored the Economy

•   Bloomberg(Peter R. Orszag): The U.S. Economy Will Need Stimulus Well Beyond July

•   CNBC(Ron Insana): The Fed shouldn’t try to ‘control’ interest rates

•   조선(박은호): 탈원전 황당극'의 주연과 조연들