Business Intelligence Monitor 200616

(Introduction)

[Markets]

•   Global: Stocks rebound on Fed debt program, oil recovers

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures rise, point to more gains after Monday's big comeback

•   한국: 코스피, 코로나 재확산 우려에 장중 4%대 급락

•   한국: 오후 1시에 무슨 일이…외국인·기관 1.2조 '매물 폭탄'

•   한국: 원·달러 환율 다시 1200원 넘어…"환율 변동성 대비해야"

•   Metals: Base metals ease on worries over second virus wave in China

•   Grains: Soybeans fall on crop development; wheat lifts on short-covering

[Indicators]

•   US Jun. Empire State manufacturing index: New York Fed Manufacturing Index Rises More Than Forecast

•   China May Industrial Production, etc.: Chinese Consumers Add Fuel to Factory-Led Economic Recovery

•   한국 5월 OECD 소비자신뢰지수: "韓소비심리 주요국중 최악"…낙관론에 경고 보낸 OECD

•   India May WPI: WPI falls 3.21% in May, but food prices rise

•   India May Balance of Trade: India May exports fall 36.47% to $19.05 bn, trade deficit down to $3.15 bn

•   India Weekly Employment: Unemployment rate declines sharply as India exits lockdown

•   Indonesia Apr. Foreign debt: Indonesia's foreign debt rises in April as govt issues global bonds, debt papers

•   Indonesia May Balance of Trade: Indonesia's exports, imports nosedive in May as COVID-19 restrictions hit trade

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Fed Outlines Proposal to Lend Money to Nonprofits

•   WSJ: New Covid-19 Outbreak in China Rattles Beijing

•   WSJ: Fed Will Amass Corporate Bond Portfolio Using Index Approach

•   WSJ: Dallas Fed’s Kaplan Says Rebound Likely in Second Half

•   WSJ: Newsletter: First Stage of Recovery Looks V-Shaped

•   WSJ: Banks Cut Shale Drillers’ Lifelines

•   NYT: China’s Economy Faces Another Hurdle: Darkened Movie Theaters

•   WP: Ripple effects of downturn show pandemic’s early economic toll was just the beginning

•   WP: Despite Trump’s claim, the increase in new coronavirus cases isn’t just a function of testing

•   FT: US ends emergency use of hydroxychloroquine for virus

•   FT: Berlin to buy stake in Covid-19 vaccine player CureVac

•   FT: Biden and Democrats post record fundraising total in May

•   FT: Boris Johnson misses his own deadline for two-metre rule review

•   FT: Johnson and EU pledge renewed vigour in trade talks

•   FT: Indonesia says China’s ‘nine-dash line’ puts its interests at risk

•   FT: An African WTO head could be the neutral option

•   FT: Battle to head WTO offers chance to defend global trading order

•   FT: Covid relief drives debt close to second world war levels

•   FT: Jakarta to use QE for as long as needed to tackle pandemic

•   FT: ‘This is a real world war’: Ecuador’s president on the virus

•   FT: Coronavirus could infect human brain and replicate, US study shows

•   FT: The Trump factor: Asian allies question America’s reliability

•   FT: UK manufacturers call for business rates break to aid recovery

•   FT: Wealthy pay less tax than official headline rates, study finds

•   FT: More than 1m locked out of UK coronavirus support schemes

•   Bloomberg: China Warms to Idea of Four More Years of Trump Presidency

•   Bloomberg: U.S. to Keep Pressing for Hong Kong Talks at UN, Craft Says

•   Bloomberg: The Great Decoupling? What’s Next for U.S.-China Rift

•   Bloomberg: Taiwan Is Already Preparing for the Next Pandemic

•   Bloomberg: China Likely to Ease Coal Mine Closures to Meet Surging Demand

•   Bloomberg: Foreign Investors Return to Vietnam Stocks on Lockdown Success

•   Bloomberg: Beijing Outbreak Grows to Nearly 100 Cases in Test for China

•   Bloomberg: EU Challenges China’s Trade Expansion With Landmark Tariff

•   Bloomberg: Morgan Stanley Economists Double Down on V-Shape Global Recovery

•   Bloomberg: Rocky Recovery to Keep U.S. Unemployment High, Fed’s Bostic Says

•   Bloomberg: BOE Path to Negative Rates Is Lit by the Experiences of Others

•   Bloomberg: U.S. Trade Officials Sought Consulting Work on Rules They Wrote

•   Bloomberg: The Great Decoupling? What’s Next for U.S.-China Rift

•   Bloomberg: First Covid-19 Vaccines May Not Prevent Coronavirus Infection

•   Bloomberg: PBOC Liquidity Stance Leaves Banks Looking for More Action

•   Reuters: U.S. companies can work with Huawei on 5G, other standards: Commerce Dept

•   Reuters: China's new virus outbreak needs further testing after 'hypothesis' on cause: WHO

•   Reuters: North Korean army 'fully ready' for action over South Korean propaganda leaflets: KCNA

•   Reuters: Charging points surge ahead of electric car boom

•   Reuters: Europe starts to reopen borders but no free travel yet

•   Reuters: Brazil's Treasury secretary confirms he plans to resign

•   Reuters: Crunch time for China's robot startups as pandemic brings pain and opportunities

•   Reuters: Colombia's confirmed coronavirus cases rise above 50,000

•   CNN: BP warns of $17.5 billion hit as pandemic knocks oil demand

•   CNBC: Despite lockdown, India's coronavirus cases rise and hurt the economy

•   CNBC: Italy, France, the Netherlands, Germany to pay $843 million vaccine

•   MarketWatch: The surge in coronavirus cases in some states isn’t part of a ‘second wave’

•   SCMP: Beijing battles ‘explosive Covid-19 outbreak’ as market cases mount

•   SCMP: New outbreak in Chinese market a warning for nations easing restrictions

•   SCMP: Scientists still wrestling with basics of coronavirus immunity

•   SCMP: Over 40 per cent of people in China survived on just US$141 per month in 2019

•   SCMP: Auction of China’s 1 trillion yuan of special treasury bonds to begin this week

•   SCMP: China turns to old playbook to steer economy out of coronavirus crisis

•   매경(P1): 투기판 된 청약…서울아파트 99대1

•   매경: HUG 분양가 규제…수억원 차익 `로또 청약`에 전국이 들썩

•   매경(P1): [단독] 두산 핵심 `캐시카우` 인프라코어도 매물로

•   매경: [단독] 두산 정상화 3조 확보위해…그룹 핵심자산 `눈물의 매각`

•   매경: 車부품사에 `1조+α` 투입…정부, 기간산업기금 지원

•   매경: "車생태계 붕괴될라"…자동차 부품사에 1조+α 긴급 투입

•   매경: 로봇 수술 르네상스 연 `다빈치`…15년만에 국내수술 10만건 집도

•   매경: 추경호 "2년뒤 국가빚 1000조 넘을것"

•   매경: "韓반도체 美·中에 끼어…정부 지원 필요"

•   매경: [단독] "액정보호 필름 떼거나 새로 붙일 필요 없어요"

•   매경: 모비스 이어 현대차도 "중간배당 안한다"

•   매경: [단독] `스마트 건설` 키우는 정부…민간 건설사에 인센티브

•   한경(P1): [단독] 2023년부터 모든 주식 양도세 물린다

•   한경: 美·日·獨 등 투자 이익에만 과세…손실땐 다음해에 세금 줄여준다

•   한경: 증권가 "거래세 인하 긍정적…양도세 확대는 시장위축 우려"

•   한경(P1): 구리·수원도 투기과열지구…17일 고강도 부동산대책

•   한경: [단독] 文정부 21번째 부동산 대책…갭투자 차단에 집중할 듯

•   한경(P1): 국민연금 개혁엔 애초 관심없던 문재인 정부…박능후 결국 두 손 들었다

•   한경: [단독] 서울 7만개 빌딩 교통유발부담금 더 낸다…주차비도 3~4배 인상

•   한경: 대형 해외 프로젝트 1000억弗 수주, 집중 지원한다

•   한경: 13.6兆 받아간 재난지원금…기부는 282억

•   한경: "코로나 확산 석 달간 취업자 87만명 줄어"

•   한경: 카톡 판매 이어 무인 매장까지 SKT '언택트 실험'은 계속된다

•   한경: BTS 품은 '갤럭시S20'…전세계 50여 개국 출격

•   한경: 車 수출 막히자…부품·철강·타이어 연쇄 타격

•   한경: [마켓인사이트]두산 구조조정 일감 쏟아지자... 회계펌들 '표정관리'

•   서경(P1): 경제위기때 증세는 毒,기업감세가 해법

•   서경: 稅 줄여 경기 살린 뒤 세수 늘리는 '선순환 구조' 만들어야

•   서경: 한국, 대기업·고소득자 세금 올리려... 전세계 유례없는 '과표 난도질'

•   서경: 박형수 "현금성복지 쏟아부어도 성장에는 도움 안돼"

•   서경(P1): [단독] 검찰 수사심의위 '이재용 기소 여부' 26일 결정

•   서경: 유연근무 확산되는데···유연하지 못한 노사정

•   서경: 광주형 일자리' 본격 추진...3년간 5,700억 투자

•   서경: 똑같은 전기 웃돈 구매...기업들 부담만 늘 수도

•   서경: 윤희숙 “노동 유연성 제고 없인 리쇼어링 없어···최저임금 동결해야”

•   서경: 1회 충전에 600㎞ 주행...포스코케미칼, 3세대 전기차 배터리 띄운다

•   서경: 더 커진 '갤폴드2' VS 펜 넣은 '메이트X2'...폴더블 시대 열린다

•   서경: "아이폰·폴더블 신제품 온다"...휴대폰 부품株 다시 주목

•   조선(P1): 北도발 예고에도… 文대통령 "협력사업 찾자"

•   조선: [단독] "전력계획 알렸을 뿐" vs "그건 원전폐쇄 지시"

•   조선: 수도권 물류센터, 점검 열흘만에 또 뚫렸다

•   조선: 햄버거 만들고 농작물 키우고… 로봇, 이제야 때를 만나다

•   조선: ‘잡고보자’ 인프라 사업 수주 경쟁…수익성은 뚝

•   조선비즈: ‘잡고보자’ 인프라 사업 수주 경쟁…수익성은 뚝

•   IT조선: "이젠 코로나19 백신 개발 전쟁" 美·中 속도전

•   중앙: “한국, 정치적 의도로 기본소득 도입 땐 국가 재정 위험”

•   동아(P1): “수출 막힌 항공기 날개, 창고에 쌓여가기만”

•   동아: 부동산 투자 발길 오피스텔로… 규제 풍선효과

•   동아: 5월 서울 9억초과 아파트 거래 70% 늘어

•   문화(P1): 文 대북정책 ‘파탄’… 이대로는 미래도 없다

•   문화: 인민군, 개성공단 전격진입 뒤 신형무기로 對南위협 가능성

•   문화: “재정지출 확대, 韓경제 성장에 중장기적으로 역효과”

•   국민(P1): 홍남기 “기본소득 부적절… 정부 차원서 검토 안해”

•   세계: EU ‘탄소 중립 대륙’ 박차… 1290조 붓고 법적 구속력도 부여 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: ‘탈원전’ 갑론을박 속 신산업 발굴 기대 커 [포스트 코로나 시대의 에너지전환과 그린수소]

•   경향(P1): 2주간 코로나 확진 90%가 수도권 집중

•   머니투데이: 하락장에서 더 산다...주식시장 신규 투자자 늘었다

•   MTN: [단독]두산퓨얼셀, 대규모 증설 나선다…국내 생산능력 2배로 확대

•   더벨: 두산인프라코어 온실가스 부채 인식 유력, 재무적 부담 '고심'

•   더벨: 두산건설의 '만약에'

•   더벨: 두산건설 '물적분할' 한다

•   헤럴드경제(P1): “기본소득? 촘촘한 사회안전망 우선”

•   헤럴드경제(P1): 두산 박정원-산은 이동걸 ‘직접 담판’

•   헤럴드경제: “현금성 복지 서구도 불발…現 복지체계 정비없인 재정 거덜”

•   헤럴드경제: 기존복지 통폐합·로봇세 등 도입해도 ‘실현 불가능’

•   헤럴드경제: 국가 전체실험은 인구 544만 핀란드가 ‘유일’

•   파이낸셜뉴스(P1): 대주주도 손뗀 쌍용차… 정부, 자금지원 일단 선긋기

•   파이낸셜뉴스: 철광석 공급부족 우려에 해운운임 V자 반등

•   아시아경제(P1): 정부, 20대 국회서 막힌 종부세 강화 재추진…야당은 완화 주장 '난항 예고'

•   아시아경제(P1): [일의 혁명]일 개념·공간·형태, 해체·재조립된다…"코로나 끝나도 재택"

•   아시아경제: [일의 혁명]"사무실이 어디세요?" 이런 질문은 이제 사라집니다

•   아시아경제: [일의 혁명]회사에…'내 자리'가 없다

•   아시아경제: [일의 혁명] 룸 대신 존(zone)…집, 더 커지고 사무실은 작아질 것

•   아시아경제: [일의 혁명]IBM도 야후도 실패? 재택근무 왜 못했을까

•   아시아경제: [창간특별대담]진념 "성장률 0.1%에 연연 말고 경제체질 강화에 집중해야"

•   아시아경제: 잇따른 부동산 규제 실패…내성 커지고 신뢰 추락

•   아시아경제: "反시장" "불평등"…논란 계속되는 3가지 규제

•   디지털타임스(P1): 꼼수통계로 전월세개정안 밀어붙인 與

•   디지털타임스: `중국판 뉴딜` 특수… 두산인프라코어 굴삭기 판매 날았다

•   이데일리(P1): 사법리스크' 와중에도…이재용, 삼성전자 사장단과 투자전략 논의

•   이데일리: `삼성전자 VS TSMC`…車파운드리 `5나노` 경쟁 본격 돌입

•   이데일리: 5월 서울 아파트 평균분양가 3.3㎡당 2703만원…2.5% ↑

•   연합: 나이스신평, 두산·중공업·건설 신용등급 하향

※   NICE신용평가: ㈜두산, 두산중공업㈜ 신용등급 하향조정 등 두산계열사 정기평가 결과

•   연합: [그래픽] 유연탄·LNG 발전 단가 추이

•   뉴스핌: 두산, 두산중공업에 큐벡스 주식 추가 담보제공...총 담보액 1.13조

•   뉴스1: 원자력노조 "탈원전 정책으로 원자력 노동자 생계 위태"

•   이투데이: 두산인프라코어, 중국발 굴삭기 업황 개선 ‘목표가↑’-DB금융

•   머니S: [명동인사이트] 벼랑 끝 두산중공업, 남은 매각 시나리오는?

•   하우징헤럴드: 인천 십정5 재개발 '대림·GS·두산 컨소 VS 한화' 맞대결

•   Power Engineering: South Africa’s plan for nuclear new-build program gains support

•   reNews: EU Energy ministers call for green hydrogen push

•   KHL: German rental strong through crisis

•   KHL: Bobcat’s new telehandlers and tracked loaders

•   OilPrice.com: Russia To Receive $10 Billion In Tax Revenue From Local Oil Firms

•   MINING.com: Global nickel output to decline 19% y-o-y in 2020 — report

•   전자신문(P1): 소부장 강소기업, R&D부터 상장까지 전방위 지원한다

•   전자신문: 코로나19 충격 받은 스마트폰 저점 통과…"삼성 생산량 회복 중"

•   ZDNet Korea: 삼성, 2Q는 반도체가 다 했다…"세트 부진은 불가피"

•   디지털데일리: “GM 기다려” LG화학, ‘NCMA’ 배터리 개발 가속화

•   Phone Arena: Huawei overtook Samsung in April to become the largest smartphone manufacturer

•   Robotics & Automation News: 5 ways robots are cleaning up the world’s oceans

•   Robotics & Automation News: Hyundai launches technical training in collaborative robotics

•   Nikkei Asian Review: Thailand fights to revive reputation as top tourist destination

•   Nikkei Asian Review: Japan to ease restrictions on travelers heading to Vietnam

•   Japan Times: Consumption in Japan began coronavirus comeback around second half of May, survey shows

•   Economic Times: Centre unlikely to reimpose lockdown; PM may advise CMs not to lower guard

•   Livemint: India's GDP contraction to significantly hurt small businesses, says Crisil

•   Livemint: India, China hold another round of talks over border issue

•   Livemint: India's Covid-19 recovery rate improves further to 51.08%

•   Moscow Times: Russia’s Official Job Losses Pass 1M Since Coronavirus Outbreak

•   Jakarta Post: Holidaymakers begin planning for domestic travel despite COVID-19 fears: Tripadvisor

•   Viet Nam News: Most Southeast Asian economies to fall into recession, rebound in 2021: report

[Opinions]

•   Project Syndicate(Richard N. Haass): The World Waits for No Country

•   Project Syndicate(Anne Case, Angus Deaton): United States of Despair

•   Project Syndicate(Carlo Ratti): Reimagining the Office

•   Project Syndicate(Robert Skidelsky): Hong Kong’s Moment of Truth

•   Project Syndicate(Jeffrey Frankel): What’s in a Recession?

•   FT(Editorial Board): Big Oil faces up to a future beyond petroleum

•   FT(Gideon Rachman): A very Swedish sort of failure

•   FT(Robert Shrimsley): The UK’s fight for free trade cannot be fudged

•   FT(Stephanie Findlay): Indians turn to ayurveda to ward off coronavirus

•   FT(John Thornhill): China is setting itself up to win cold war 2.0

•   FT(Lex): Operating leverage: seats of power

•   WSJ(Walter Russell Mead): Coronavirus and the Climate

•   NYT(Jennifer Senior): More People Will Be Fired in the Pandemic. Let’s Talk About It.

•   Bloomberg(Conor Sen): Housing Is Hot With the Economy in the Deep Freeze

•   Bloomberg(Noah Smith): Bailing Out the States Is Smart Economics

•   Bloomberg(Tim Duy): Fed's Powell Can Send a Forceful Message to Congress

•   Bloomberg(Brian Chappatta): Fed Doesn’t Really Need to Buy Corporate Bonds

•   Bloomberg(John Authers): It Pays to Keep Active During a Pandemic Slump

•   Bloomberg(Brooke Sutherland): GE's CEO Change at Its Cash Cow Is Surprising But Smart

•   Bloomberg(Chris Hughes): BP Submits to Brutal Reality on the Future of Oil

•   Bloomberg(Clara Ferreira Marques): A Case Study for Second Wave Lockdowns

•   Bloomberg(Lionel Laurent): Don’t Give Trump His Transatlantic Trade War

•   Bloomberg(Michael R. Strain): What Explains the Resilience of Small Business?

•   Bloomberg(Faye Flam): We Have the Technology to Stop a Second Wave

•   Bloomberg(Stephen Roach): How the Coming Crash in the Dollar Will Unfold

•   MarketWatch(Nigam Arora): The stock market is tracing an important reversal pattern that you should watch

•   MarketWatch(Peter Morici): Socialism tempts Millennials as capitalism struggles with COVID-19

•   Reuters(Clyde Russell): Gold and iron ore are doing equally well. Their miners are not

•   중앙(전영기): ‘사용후핵연료 시설’ 방사선량 서울 은평구보다 적어