Business Intelligence Monitor 200611

(Introduction)

[Markets]

•   Global: Dollar, stocks slip as Fed signals slow growth

※   Federal Reserve to keep low rates at least through 2022

※   Nasdaq hits fresh highs on low rate environment outlook

※   Oil rebounds even as inventories rise

※   Macro 백업표

※   Industry 백업표

•   US: Treasuries Bulls Energized After Fed Sees Years of Easy Policy

•   한국: 코스피 9거래일 연속 상승…2,200선 '코앞'

•   한국: PCB株 일제히 '기지개'

•   한국: [특징주] 두산퓨얼셀, 그룹 재무구조 개선 위한 매각설에 급등

•   Metals: Copper glides to highest since January on technicals, demand uplift

•   Grains: Soybeans gain on China demand; corn edges lower

•   DRAM: 현물가 2弗대 뚝...적신호 켜진 D램

[Indicators]

•   US May CPI: Pandemic Continues to Weigh on U.S. Consumer Prices

•   US May Fiscal account: U.S. Budget Deficit Widened to $399 Billion in May From $208 Billion a Year Earlier

•   US Weekly Mortgage rates·applications: Mortgage demand from buyers amazes again, now up 13% annually

•   US Benchmark rates: Fed Officials Project No Rate Increases Through 2022

※   Fed: Federal Reserve issues FOMC statement

※   Fed: Federal Reserve Board and Federal Open Market Committee release economic projections from the June 9-10 FOMC meeting

※   WSJ: The Fed’s Work Is Far From Done

※   WSJ: Parsing the Fed: How the June Statement Changed From April

•   China May CPI·PPI: China’s Factory-Gate Deflation Accelerates

•   China May New yuan loans: China’s new bank loans fell in May, but broader credit growth quickened

•   한국 4월 통화 및 유동성: 실물경제 악화되는데…시중에 풀린 돈 3000兆 돌파

•   한국 5월 고용동향: 5월 취업자 39.2만명↓, 석달째 감소…실업자 1999년 이후 최대

※   매경: `일시휴직` 석달째 100만명대…코로나 지속땐 실업자로 전락

※   매경: 실직쇼크 모두투어 찾은 이재갑 "무급휴직 특별지원 기간 늘릴것"

※   매경: 반복되는 해고…1년내 재실직 14만명 늘어

•   한국 5월 금융시장 동향: 5월도 빚내서 버텼다…기업대출 석달째 역대 최대

•   Japan Apr. GDP(JCER est.): Japan's GDP falls 4.4% in April: JCER

•   Japan Apr. Machinery orders:Japan April machinery orders drop to 6-year low amid virus outbreak

•   Japan May PPI: Japan wholesale prices drop 2.7% in May on plunge in oil prices

•   South Africa Q2 Business confidence index: South Africa Business Confidence Drops to Record Low on Lockdown

•   KHL Weekly Downtime Index: Downtime Index: North America sees improvement

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Second Pandemic Wave Would Inflict Big Economic Cost, Says OECD

※   OECD: OECD Economic Outlook, June 2020

•   WSJ: Virus Vaccine Candidates’ U.S. Testing to Start This Summer

•   WSJ: Can Rivals Take Advantage of Amazon’s Pandemic Woes? It Isn’t Easy

•   WSJ: Coronavirus Pandemic Makes Jobless Rate Calculation Harder

•   WSJ: Newsletter: Uncertain Future, Uncertain Data, Uncertain Forecasts

•   NYT: $130 Billion in Small-Business Aid Still Hasn’t Been Used

•   FT: EU states warn Brussels of hard Brexit risk to coronavirus plans

•   FT: Barnier ‘ready’ to compromise with UK in trade talks

•   FT: Mike Pompeo calls on UK to choose sides on China

•   FT: Taiwan tech companies’ exit from China fuels $25bn investment drive

•   FT: Nursing a recovery entails doing no harm

•   FT: Johnson under fire over lockdown timing

•   FT: Johnson faces growing backlash over virus strategy

•   FT: Record demand for 30-year Bunds shows hunger for safe assets

•   FT: EU urged to tackle insolvency laws for unified capital market

•   FT: Arm wrestles for control of Chinese joint venture

•   FT: Would a trade mini-deal with Brazil be a step too far for Trump?

•   FT: US retail shows tentative signs of recovery

•   FT: Peru in mourning: ‘The virus has changed everything’

•   FT: EU urged to make radical changes to boost investment sector

•   FT: UK looks to wean itself off Chinese imports

•   FT: Trump’s embrace of Modi stokes India-China stand-off in Himalayas

•   FT: English property market rebounds on pent-up demand

•   Bloomberg: Mnuchin Backs New Stimulus Targeted to Stragglers in Reopening

•   Bloomberg: China Keeps Buying American Soybeans Despite Tougher Talk

•   Bloomberg: South Korea Bets on ‘Untact’ for the Post-Pandemic Economy

•   Bloomberg: Expats Leaving Dubai Is Bad News for the Economy

•   Bloomberg: A $22 Trillion Stock Rally Now Hinges on Rapid Economic Recovery

•   Bloomberg: Argentina Plans to Resume Foreign Flights as Soon as Mid-August

•   Bloomberg: A Quiet Panic Is Growing in U.S. Boardrooms Over Huawei Ban

•   Bloomberg: ECB Officials Fire First Shots in Debate on Future Stimulus

•   Bloomberg: UBS Sees Korean Won Catching Up With Kospi Rally and Dollar Drop

•   Bloomberg: Greener Power Alone Can’t Solve Climate Change, Shell Says

•   Bloomberg: New Green Power Installations Set to Plummet This Decade

•   Bloomberg: Inflation in Full Retreat Means Latin America Can Boost Stimulus

•   Bloomberg: New King of Copper Trading Sees Demand Coming Back Stronger

•   Bloomberg: The Pandemic Has Everyone Ditching Coal Quicker — Except Asia

•   Reuters: IMF board approves $5 billion lifeline for Ukraine amid coronavirus recession

•   Reuters: Sao Paulo shops to open, malls could follow on Thursday: mayor

•   Reuters: Exclusive: ECB prepares 'bad bank' plan for wave of coronavirus toxic debt

•   Reuters: Germany extends corona travel warning for non-European states

•   Reuters: France will end coronavirus emergency health powers on July 10

•   Reuters: Thailand to consider reopening more businesses as virus appears contained

•   Reuters: Exclusive: RWE, Thyssenkrupp plan hydrogen production venture

•   CNN: Biden wants to undo Trump's tax cuts. That could rattle Wall Street

•   CNN: North Korea is making millions selling sand. Yes, sand.

•   CNN: Why this is the weirdest recession ever

•   CNN: Hong Kong has only one real rival for businesses thinking about leaving

•   CNBC: Trump advisor Larry Kudlow: 'Looks like we've hit a turning point' in economy

•   CNBC: HSBC sees 'swoosh-shaped recovery' with Asia leading the way

•   CNBC: Huawei P40 Pro Plus review: Great camera, but no Google apps

•   CNBC: WHO says there's 'real risk' of second coronavirus wave as economies reopen

•   CNBC: India targets lofty climate goals with $6 billion deal to boost solar

•   CNBC: Ford-VW alliance to include producing 8 million commercial vehicles

•   CNBC: Trump wants to delist Chinese companies from U.S. exchanges. That could hurt Wall Street

•   CNBC: Treasury yield comeback is real, and the 10-year could hit 1.5% within months, Wells Fargo says

•   SCMP: China’s ‘vendor economy’ has a place in commercial real estate market

•   SCMP: China retailer secures duty-free licence as Beijing pushes consumer spending

•   매경(P1): `포스트코로나` 경제전쟁…다시 제조업이다

•   매경: 中企의 야반도주…"보증금 까먹고 기계 저당잡혀, 남일 아냐"

•   매경: 제조업강국 톱5중…한국만 거꾸로 갔다

•   매경: 美, 오바마 대통령이 제조업 르네상스 직접 챙겼다

•   매경: 제조업 비중 높은 국가, 코로나 충격에 훨씬 강했다

•   매경: 제조업은 전시상황…車산업 포함 안정기금 100조로 늘려야

•   매경: 정부 파격지원 말했지만…국내유턴 검토 `0`

•   매경: `홍콩 엑소더스` 영종도가 기회의 땅

•   매경: "리쇼어링 최대 변수는 세금…법인세 내려야 기업 안떠난다"

•   매경(P1): 법무부·공정위 `기업 옥죄기법` 재추진

※   법무부: 법무부는 회사의 건강하고 투명한 성장을 위한 상법 일부개정안을 입법예고 합니다.

※   공정위: 공정거래법 전면개편안 재추진을 위한 입법예고

•   매경: 戰時경제라더니…경영권 위협·고소 남발 부추기는 정부

•   매경(P1): 이재용측 "수사심의위 반드시 열려야"

•   매경: "삼성사건 기소여부 국민에 의견 물어야"

•   매경: AI가 해충 감지→드론 출격→박멸…`아그로 AI시대` 성큼

•   매경: 시중은행 5월 연체율 일제히 증가세

•   매경: "코로나로 부실여신 급증…은행 충당금 1.5조 늘수도"

•   매경: LG화학, LCD편광판 1.3조에 中 매각

•   매경: "정부 노동조합법 개정안…노조로 힘쏠림 심화할것"

•   매경: 역대급 선물매수 외국인, 네 마녀와 돌아올까

•   매경: 현실성없는 자금계획서 규제…실수요자만 `끙끙`

•   매경: 삼성전자, 평택 공장에 18조 투자…반도체 초격차 공세

•   매경: `제조업 부활` 구체적 액션플랜 내놓는다

•   매경: 현대차, 수소車·UAM…미래 모빌리티시장 주도

•   매경: 두산, `장거리 비행` 수소연료 드론 개발

•   매경: LG, 전기차 배터리시장 1위 목표…올 3조 투자

•   한경: 홍남기 "3차 추경, 6월 국회 통과돼야"

•   한경: 통합당 경제혁신위원장에 KDI 출신 윤희숙

•   한경: 車 부품사 절반 1분기 적자…코로나 확산 전부터 무너졌다

•   한경: 가처분소득 대비 가계부채 190%

•   한경: 1·2위는 '넘사벽'…車업계 치열한 3위 경쟁

•   한경: "코스피 PER 12배 과열 아니야…내년엔 2500 간다"

•   서경(P1): "하반기 무역금융 134조 투입"

•   서경: "비규제 막차타자" 인천 1순위 청약 하루만에 14만명 몰렸다

•   서경: "'긴급대출'이라더니" 3개월째 애태우는 소상공인 최소 3만명

•   서경: 구글·애플 韓서 연 8.3조 매출...'디지털세' 목소리 다시 커지나

•   서경: "2022년 매출 1,100억 목표" 현대로템, 수소 충전 인프라 사업 진출

•   서경: [시그널] 투기등급 눈앞 아시아나...ABS 조기상환 '둑' 터지나

•   조선: 투기자본끼리 손잡으면, 삼성계열사보다 의결권 더 세질수도

•   조선: 경총 등 5개단체, 정부에 "해고자 노조가입 법안 반대" 의견서 제출

•   조선: 3차 추경 행안부 사업보니, 1075억이 단기 알바

•   조선: "부자까지 다달이 현금 지급, 사회보장에 대한 정면도전"

•   조선: "복잡한 복지제도 조정하고 전국민에 현금 주는게 낫다"

•   조선: "우파 같다" "전국민 고용보험이 먼저"… 여권, 이재명 기본소득 때리기

•   조선비즈: [수소경제] 수소차 1만대 시대 코 앞 인데, 충전소는 거북이 걸음

•   인베스트조선: 매각 소식 알려지면 부인공시 내는 대기업…두산처럼 될까 조심조심

•   중앙: TSMC 3나노공정, 삼성 앞서간다

•   동아: 상생법-근로기준법 확대 등 줄줄이 대기

•   동아: [단독]美, 北 사인리서 새 ICBM 실은 이동식발사차량 시험운행 포착

•   문화: 신재생에너지 금융지원은 2800억 늘리면서 방사성폐기물 처분 시설 예산은 650억 삭감

•   문화: 산업계 ‘코로나 구조조정’ 가속

•   국민(P1): “트럼프, 대선 카드로 주한미군 감축 시도 우려”

•   서울(P1): “수도권 암반규제부터 풀어라”

•   서울: 다도해 바람, 기업유치 바람 되고 혁신 바람 되어…전남, 신재생 에너지 ‘신바람’

•   한겨레: 친환경 산업생태계 조성·에너지 분권…그린뉴딜에 담을 것들은?

•   경향(P1): 문 대통령 “평등한 경제, 반드시 이뤄야 할 실질적 민주주의”

•   머니투데이(P1): "두 달 남았다"...월성원전 '셧다운' 막을 최후의 시간

•   머니투데이(P1): 산은, HDC현산에 "구체적 요구 제시해야…협상은 만나서"

•   머니투데이: [르포]'시한부 운명' 월성 원전을 가다

•   머니투데이: 4년째 삽 못뜬 맥스터, 경주에 짓는데 왜 울산이 발목?

•   헤럴드경제(P1): 더 강력한 규제예고에 ‘월백족’이 줄어든다

•   헤럴드경제(P1): [단독]두산그룹 지주 임직원 50% 줄인다

•   헤럴드경제: 조직 슬림화…두산, 자구안 이행 강력한 의지 천명

•   헤럴드경제: 탄력받은 K조선…阿 수주도 독식하나

•   헤럴드경제: ‘마·용·성’ 뛰어넘은 수도권 아파트값…‘핀셋규제’의 역설

•   헤럴드경제: 집값 반등의 신호들

•   파이낸셜뉴스: 재난지원금 절반은 먹는데 썼다

•   파이낸셜뉴스: 임대차 3法'개정안 속도내자… 강남 전셋값 4억 뛰었다

•   파이낸셜뉴스: "유동성만으로는 증시 상승 한계… 3분기부터 거품 꺼질 것"

•   파이낸셜뉴스: 강릉 사천 수소연료전지발전소...오는 8월 건립 본격화 전망

•   아시아경제(P1): 주한 중국대사 "시진핑 방한, 양국 노력하면 자연스럽게 성사될 것"

•   디지털타임스(P1): 삼성·LG, 차세대 패널 `올인`

•   이데일리(P1): [ESF 2020]“60세 정년 없애자…과감한 인구대책 필요”

•   이데일리: 제조업 고용유지 한계…실업방파제 '고용유지지원금' 4차 추경 가능성도

•   이데일리: 두산 최후의 보루' 밥캣, 美 조경사업 PMI 작업도 난항

•   이데일리: [마켓인]과욕이 부른 자충수?…두산솔루스 '매각의 재구성'

•   이데일리: 에너지 전환 3년…신·재생에너지 시대 한걸음 가까워졌다

•   연합: 2030년 울산에 6GW 부유식 해상풍력발전단지 조성

•   뉴스토마토: 한국판 그린뉴딜' 투트랙으로 입법화 한다

•   이투데이: 손동연 사장이 약속한 두산인프라코어 3가지 생존비전

•   이투데이: ‘알짜’ 안 팔리는 두산… 높은 매각가 발목

•   아주경제: ‘그린 뉴딜’ 탄력...‘수소경제’에 꽂힌 기업들

•   EBN: "시간 벌었지만 시황이 워낙"…자산매각 차질에 속타는 두산

•   녹색경제신문: 건설 살리기 '올인'했던 두산중공업, 뒤늦게 ‘친환경’…"이미 늦었다"

•   reNews: Renewables 'to miss Paris accord target'

•   reNews: RWE to develop 100MW green hydrogen plant in Germany

•   에너지경제: [에너지전환 3년] 미래 에너지 시대 앞당기는 변화 현장을 가다

•   에너지경제: 그린뉴딜 재원확보 계획 필수…적정 예산 검토해야'

•   에너지경제: 리프킨 '한국이 전세계 그린뉴딜 선도를'

•   에너지데일리: [연료전지 특집 시리즈] ② 주민수용성 어떻게 제고해나갈 것인가?

•   에너지데일리: [초점] 독일은 어떻게 탈석탄을 추진하고 있나

•   KHL: Asia-Pacific region poised for infrastructure investment

•   KHL: Construction tech startups competition

•   Equipment Journal: Cat boosts payload on new underground articulated truck

•   Equipment World: Bobcat Unveils 4 New R-Series Skid Steers and CTLs: S64, S66, T64 and T66 are Stronger, More Durable (VIDEO)

•   Equipment World: Caterpillar intros couplers for excavators 74, 90, 95 tons

•   건설경제: 세계 스마트시티 시장 확대하는데…갈 길 먼 국내시장

•   OilPrice.com: Sanctions Force Chinese Companies To Reconsider Oil Trade With Venezuela

•   전자신문(P1): 골든타임은 줄어드는데...' 사용후핵연료 공론화 '첩첩산중'

•   전자신문: [이슈분석] 갤럭시폴드2, 어떻게 달라지나…디스플레이 혁신에 방점

•   전자신문: [이슈분석]뜨거워지는 폴더블 전쟁…화웨이, '인폴딩' 전환하고 샤오미·ZTE도 참전

•   전자신문: 제조업 하반기도 어렵다...철강·반도체·정유 어두운 전망

※   전경련: 전경련, 2020년 하반기 산업전망세미나 개최

•   전자신문: SEMI "내년 반도체 팹 장비 투자 크게 늘어날 것"

•   Phone Arena: Latest report says 2020 5G Apple iPhone models will be produced starting next month

•   Phone Arena: Samsung's Galaxy Note 20 5G will snub the latest trends with a flat screen

•   Phone Arena: U.S. actions killed Huawei's 2020 dream

•   Inside EVs: Meet The World's Fastest Electric Ferry With A Massive 2 MWh Battery

•   로봇신문: 中 외식업계, 코로나19 위기에 로봇으로 대응

•   Nikkei Asian Review: Tokyo 2020 organizers weigh 200 proposals for simplified Olympics

•   Nikkei Asian Review: China's street-stall debate puts Xi and Li at odds

•   Nikkei Asian Review: UK seeks swift Japan trade deal and TPP membership

•   Mainichi: 5,000 nonregular workers in Japan laid off due to virus fallout

•   Livemint: India's GDP growth rate may rebound to 8.5% in next fiscal: S&P

•   Business Standard: Economic indicators show pick-up as govt eases Covid-19 lockdown curbs

•   Business Standard: Indian economy to bounce back with growth of 9.5% in next fiscal: Fitch

•   Business Standard: India's Covid-19 recovery numbers exceed active cases for first time

•   Business Standard: India inflation likely to have moderated to a six-month low in May: Poll

•   Folha de S.Paulo: Brazil Has 1,185 New Deaths this Tuesday, Reveals a Consortium of Press Vehicles; Total Passes 38 Thousand

•   Jakarta Post: Govt pins hopes on restarting economy, despite Tuesday's COVID-19 surge

•   Jakarta Post: Prabowo to soon decide on Gerindra candidate for 2024 race, not ruling out himself

•   Viet Nam News: Property firms return to market after Covid-19

•   Myanmar Times: Myanmar’s electricity losses shrink; more investments, spending needed to meet demand

[Opinions]

•   Project Syndicate(Mark Cliffe): A Sustainable Recovery Must Be More Than Green

•   Project Syndicate(Kemal Derviş): Less Globalization, More Multilateralism

•   Project Syndicate(Daniel Gros): Europe’s New Deal Moment

•   Project Syndicate(Michael Chui, Matthias Evers): COVID-19 and the Bio-Revolution

•   Project Syndicate(Jules Kortenhorst): The Moment When America Fell Behind

•   Project Syndicate(윤영관): The Shape of Asia’s New Cold War

•   FT(Editorial Board): Protests are a pivotal moment for America

•   FT(Janan Ganesh): US protests will change Biden’s safety-first campaign

•   FT(Benjamin Parkin): Credit crisis is at the heart of India’s weakness

•   FT(Brooke Masters): Homeworking makes spilling corporate secrets all the easier

•   FT(Thomas Wieser): We must resurrect EU Capital Markets Union

•   FT(Peter Atwater): Gap between haves and have-nots is widening sharply

•   WSJ(Walter Russell Mead): The Thinking Behind Trump’s Troop Cut in Germany

•   NYT(Paul Krugman): America Fails the Marshmallow Test

•   NYT(Thomas B. Edsall): How Much Is America Changing?

•   WP(Editorial Board): While coronavirus deaths spike in Brazil, Bolsonaro focuses instead on warring with his enemies

•   WP(Henry Olsen): Trump may be down, but he’s not out. At least not yet.

•   Bloomberg(Daniel Moss): How Covid-19 Gave Cover for a Subtle Power Grab

•   Bloomberg(Noah Smith): America’s Great(er) Recession Will Last for Years

•   Bloomberg(Brian Chappatta): Fed Indicates Bond Traders Are Behaving for Now

•   Bloomberg(Marcus Ashworth): The U.S. Fed Has Stamped All Over Volatility

•   Bloomberg(Hal Brands): U.S.-Germany Crisis Goes Deeper Than Trump’s Planned Troop Cuts

•   CNN(Ahmad O. Al-Khowaiter): Saudi Aramco exec: Capturing carbon emissions can help combat climate change

•   MarketWatch(Rex Nutting): The government says there’s no inflation — except for the things people are actually buying

•   MarketWatch(Allan Matheson): China’s recovery is more robust than expected, which suggests the same could be true for the U.S.

•   MarketWatch(George Friedman): ‘We are not even close to the end.’ America faces another economic and social upheaval and once again it includes race

•   Global Times(Editorial Board): Who is coercing the world, China or US?: