Business Intelligence Monitor 200617

(Introduction)

[Markets]

•   Global: Stocks, dollar gain on U.S. retail sales, drug trial

※   Equities rally as stimulus soothes second wave worries

※   U.S. retail sales tally record rebound

※   Fed announces start of corporate bond buying program

※   Bank of Japan increases support for cash-strapped firms

※   Treasury and Bund yields edge higher

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures open lower after rally in the previous session

•   한국: 롤러코스터 증시' 코스피 5.3% 급반등…매수 사이드카 발동

•   한국: 매각 기대감' 두산인프라코어 상한가…두산그룹株 동반 상승

•   Metals: Copper advances as latest Fed stimulus sparks buying spree

•   Grains: Corn trims gains on technical selling; wheat slides as harvest continues

[Indicators]

•   US May Retail sales: U.S. Retail Sales Rose Record 18% in May

•   US May Industrial production: U.S. Industrial Output Rebounded in May by Less Than Projected

•   UK May Employment: Lockdown damage to UK labour market points to job losses to come

•   한국 4월 전력판매: 올해 4월 산업용 전력판매량, 2009년 1월 이후 감소율 가장 커

•   한국 5월 거주자 외화예금: 믿을 건 달러 뿐?...5월 외화예금 26개월만에 최대

•   한국 5월 부동산시장 소비자심리조사: 서울 주택매매 심리지수, 석 달 만에 상승세로

•   Japan Benchmark rates: Bank of Japan pledges $1tn in coronavirus loans

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Powell Says Despite Signs of Stabilization, Risks of Long-Term Economic Damage Are Significant

•   WSJ: Fauci Warns of Coronavirus Resurgence if States Don’t Adhere to Safety Guidelines

•   WSJ: $2,000 for a Watermelon? That’s a Bargain as Deflation Returns in Japan

•   WSJ: Newsletter: Consumers Are Coming Back

•   WSJ: Apple Faces Two EU Antitrust Probes Over Apps

•   WSJ: Retail Spending Rebounded as States Eased Lockdowns

•   WSJ: How Exactly Do You Catch Covid-19? There Is a Growing Consensus

•   WP: Trump signs police reform executive order that focuses on training, falls short of protesters’ demands

•   WP: Brazil coronavirus: Bolsonaro ignored warnings; cases, deaths soar

•   WP: Trump’s 2020 polls are getting worse. Here’s proof.

•   FT: Twenty Indian soldiers killed in clash with Chinese troops in Himalayas

•   FT: Generic steroid significantly cuts Covid-19 mortality rates

•   FT: Phil Hogan faces EU ethics curbs over WTO candidacy

•   FT: Mexico limits stimulus despite millions falling into poverty

•   FT: Four in five fund managers believe stocks ‘overvalued’, survey finds

•   FT: The slow, rocky road to a modest EU-UK deal

•   FT: Europe’s young feel chill of frozen labour market

•   FT: Japan and South Korea’s latest trade dispute could just be hot air

•   FT: A warning from South Korea: the ‘fantasy’ of returning to normal life

•   FT: US companies near 2019 bond-issuance total with coronavirus binge

•   FT: Labour calls for full emergency summer Budget and stimulus

•   FT: Debt investors bet on emerging markets as ‘QE’ begins to travel

•   Bloomberg: U.S. Slumps to 10th Spot in World Competitiveness Rankings

※   IMD: World Competitiveness Rankings 2020 Results

•   Bloomberg: Beijing Shuts Schools to Stem Virus as Cases Spread Beyond City

•   Bloomberg: Why Acting Fast Is the Key to Beating a Second Wave of Covid-19

•   Bloomberg: India and China Have Added to Their Nuclear Arsenals in 2020, Report Says

•   Bloomberg: Mumbai Raises Virus Death Tally by 38%, Citing Data Filing Delays

•   Bloomberg: As Tokyo Reopens Its Nightlife, Clubs Become Virus Danger Zones

•   Bloomberg: Brazil Posts Record Daily Virus Cases as Disease Spreads Inland

•   Bloomberg: Mortgage Lenders ‘Make Hay’ With Loan Spreads Widest Since 2008

•   Bloomberg: Germany Slams Trump Troop Withdrawal in Transatlantic Low

•   Bloomberg: Trump Team Weighs $1 Trillion for Infrastructure to Spur Economy

•   Bloomberg: Second Wave Virus Concerns Loom Large Over Crude Oil Market

•   Bloomberg: ECB’s Next Step Hinges on Who to Believe on Future Inflation

•   Bloomberg: Lowest Paid Workers Bear Brunt of U.K.’s Lockdown Wage Hit

•   Bloomberg: U.S. Trade Deal Writers Eye Private Jobs as USMCA Looms

•   Bloomberg: Venezuelan Oil from U.S.-Sanctioned Regime Lines Up Off China

•   Bloomberg: RBI Seen Using Hybrid Playbook to Keep Bond Traders Guessing

•   Bloomberg: Investors See German Economy Improving at End of Second Quarter

•   Bloomberg: Turkey Is Struggling to Undo Lockdown Damage

•   Bloomberg: Moderna Says Vaccine Efficacy Data Could Come by Thanksgiving

•   Bloomberg: Merkel Sees a July Deal on the EU’s Massive Recovery Fund

•   Bloomberg: OPEC Quota Busters Start to Toe the Line With June Export Cuts

•   Bloomberg: Saudi Arabia Rolls Out $1 Billion Stimulus Package

•   Bloomberg: Oil Demand Recovery May Take a Couple of Years, IEA Says

※   IEA: Oil Market Report - June 2020

•   Bloomberg: Myanmar Expects Worst of Covid-19 Economic Impact From September

•   Reuters: Global coronavirus cases reach over 8 million as outbreak expands in Latin America

•   Reuters: Mexico's coronavirus death surge puts testing regime under the microscope

•   Reuters: UAE can work with Israel, despite political differences: senior official

•   Reuters: U.S. thinks any extension of Iran arms embargo should be open-ended: U.S. envoy for Iran

•   Reuters: Hungary's parliament revokes government's special powers as virus ebbs

•   Reuters: Volkswagen invests extra $200 million in U.S. battery company QuantumScape

•   Reuters: Moscow reopens museums and terraces as it rolls back coronavirus curbs

•   Reuters: Huawei CFO raises new argument to fight U.S. extradition in Canada court

•   Reuters: Brazil's Bolsonaro says military will not remove elected president

•   CNN: Tesla says Model S is the first EV to get 400 miles on a single charge

•   CNN: Tesla could soon open another factory in the United States

•   CNN: US airlines can resume limited flights to China

•   CNBC: IMF set to slash economic forecasts amid crisis unlike no other

※   IMF: The Great Lockdown through a Global Lens

•   CNBC: One in five people worldwide at risk of 'severe' Covid-19, study says

•   CNBC: Meet the 2020 CNBC Disruptor 50 companies

•   CNBC: Economist Mohamed El-Erian warns about the risk of ‘zombie markets’

•   CNBC: Fed-backed credit market gives investors a reason not to worry even as volatility returns to stocks

•   CNBC: 30% of Americans missed their housing payments in June

•   CNBC: How negative oil prices revealed the dangers of futures trading

•   CNBC: Coronavirus cases tied to Beijing market could impact China's meat imports

•   CNBC: Dollar crash is almost inevitable, Asia expert Stephen Roach warns

•   MarketWatch: A decade ago, he predicted that 2020 would be a complete mess — now he says things could get even worse

•   MarketWatch: The extra $600 Americans receive in weekly unemployment benefits ends in July — how that could cost the U.S. more jobs

•   MarketWatch: ‘The dollar is going to fall very, very sharply,’ warns prominent Yale economist

•   MarketWatch: Why do so many Americans refuse to wear face masks? Politics is part of it — but only part

•   Fox Business: Coronavirus speeds up American suppliers' exodus from China

•   SCMP: Beijing businesses must ‘wait and see’ amid second wave of virus restrictions

•   SCMP: Could China-US conflict evolve into rival spheres of economic influence?

•   매경(P1): 美 벌써 144社 삼켰다…제조업 M&A 경쟁

•   매경: 韓기업 부동산 기웃댈때…美·中, M&A로 제조업 더 강하게

•   매경: 새 먹거리 선점할 M&A…4가지 `대못`부터 뽑아야

•   매경: Supported by 삼성·현대차…中企 공장에 ‘대기업 DNA` 이식

※   기재부: "공장 디지털화 급속 확산…제조업 생산라인 공유시대 올것"

※   산업부: 김경수 도지사 "스마트공장 가보니 새 일자리 더 많아…내 생각이 바뀌었다"

•   매경(P1): 홍남기 "최저임금·주52시간 기업부담 지나쳤다"

•   매경(P1): 6억~9억 아파트도 주택대출 조인다

•   매경: 풍선효과 잡겠다고…중산층 실수요 아파트까지 구입 막나

•   매경: `핀셋`이라더니…서울 외곽 들쑤신 12·16대책

•   매경(P1): "미·중 新냉전 10년이상 지속"

•   매경: 당근 쏟아낸 부산市 "홍콩 금융사들 내게 오라"

•   매경: 민노총 최저임금 간담회 취소…노동계도 인상론 부담?

•   매경: 주담대 변동금리 내려도…치솟는 고정금리

•   매경: AI 로봇이 말했다…"마스크 써주세요"

•   매경: 韓기업 ROE 2년새 최대폭 감소…코스피 대세상승 발목

•   매경: 신형 플스·엑박 소식에…삼성전자 `방긋`

•   한경(P1): 유례없는 '이익공유제'…與, 다시 법제화 추진

•   한경: "대기업 이익, 中企와 나눠라"…與 '이익공유제' 밀어붙인다

•   한경(P1): 6개월 반짝 일하고 넉달간 724만원…실업급여에 중독

•   한경: 고용보험료 1년도 안돼 또 오르나

•   한경(P1): 전기차 수출 年 10만대 시대

•   한경: "10년 뒤 절반은 전기車"…현대차·폭스바겐·GM, 수십兆 투자 나서

•   한경: 中, 2년 내 충전시설 5만곳 구축

•   한경: 전기차, 이제 20분 충전하면 서울 부산 간다

•   한경(P1): "비상사태 대비 현금 쌓자"…中企·자영업자들 5만원권 '싹쓸이'

•   한경: 서울 전셋값, 50주 연속 상승

•   한경: 유턴기업 지원한다더니…86%는 보조금 한 푼 못 받았다

•   한경: 한 달 새 산업단지 생산 12.9%, 수출 35.2% 감소

•   한경: "시중 부동자금 1130兆 자산 버블 막는 데 역점"

•   한경: 스마트폰 부활 기대…LG이노텍·삼성전기 '방긋'

•   한경: SK건설 회사채 '완판'…건설업 잔혹사 끊었다

•   서경(P1): 현대로템 CB' 1,655억 모집에 8조 몰렸다

•   서경: 변동장도 못 말린 개미들...투자자 예탁금 50조 눈앞

•   서경: 기본공제·양도세율 어떻게···주식 양도세부과 5대 핵심쟁점은

•   서경: 국회 찾은 박용만 회장 “경제법안 조속히 처리해 달라”

•   서경: 올 일몰없는 조세감면 28.5조 달해...'성역화' 비과세 손봐야

•   서경: 집값 잡으려다 누더기 된 부동산 세제

•   서경: [단독] 현대重 임원 20% 감축···체질 확 바꾼다

•   서경: 코스피는 삼성피?...시총 톱10 중 5곳이 '삼성'

•   서경: 기관·외국인 '회심의 반격'···이달 수익률 개미보다 낫네

•   조선(P1): 文정부 남북화해 상징이 폭파당했다

•   조선: 北 "다음 단계 준비"… 서해 포 쏘거나 금강산 시설 폭파할수도

•   조선: 北, 강선 비밀핵시설 재가동 정황… 美, 태평양에 항모 3척 급파

•   조선: 요미우리 "北 2023년 외화 고갈, 초조함 탓에 도발" 전문가들 "한국 세게 흔들어 美에 제재해제 압박"

•   조선비즈: 두산을 살리자는 건가, 죽이자는 건가?… “모두 팔아라"만 외치는 산업은행

•   조선비즈: 국제에너지기구 "신재생 에너지론 부족…원전에 투자해야"

•   중앙: 내수 힘받은 중국 업체들, 삼성·LG 제치고 TV시장 1위로

•   동아(P1): 트럼프 “주독미군 절반 감축, 獨만의 얘기 아니다”

•   동아: 입주물량 급감-저금리-전월세 신고제… 상승 압력 커지는 전세시장[인사이드&인사이트]

•   문화(P1): “남북합의 비무장지역 요새화” 北, 개성·금강산 軍투입 시사

•   문화: 10대그룹 절반 공채 폐지… 더 좁아지는 대졸신입 취업문

•   문화: 글로벌 IB들 “올 韓성장률 0.5%P↑”

•   문화: “세계각국 경기부양 집중… 위기 속 기회”

※   kotra: 코로나19 주요국의 경제·통상정책 동향

•   세계: 신재생 에너지 미완성… 수급 안정성·경제성 갖춰야 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: 석유·석탄 급격한 퇴출보다 재생에너지와 공존 필요 [포스트 코로나 시대의 에너지전환과 그린수소]

•   한겨레: 두산, ‘알짜’ 인프라코어도 내놨지만…“헐값 매각은 없다”

•   머니투데이(P1): "연 1.25%" 너무 짜네…은행 VVIP도 '주식' 사러 증권사 갔다

•   머니투데이: 길 잃은 1500조…강남 아파트·삼성전자로 흐른다

•   머니투데이: 주식거래 하루 30조...진화한 개미들 어떤 종목 담았나

•   머니투데이: OECD 빈곤율 2위 오명 한국… 코로나19 경제위기로 악화되나

•   머니투데이: 세계 점유율 '16.2%→35.3%', 韓 전기차 배터리 거침없는 약진

•   머니투데이: 임대 날벼락' 서울 재개발 129곳 직격타 "사업 접을 판"

•   더벨: 전환점 맞이한 두산건설 매각, 원매자 움직일까

•   헤럴드경제(P1): 한국 법인세율 OECD 22위→9위…‘공허한’ 리쇼어링

•   헤럴드경제(P1): 정부 “자산버블 우려” 첫 공식경고

•   헤럴드경제: 증시반등·부양 효과…하반기 IPO시장 ‘흥행랠리’ 기대

•   헤럴드경제: 전략물자 수출입고시 개정…정부, 日수출규제 제소 앞두고 전열 재정비

•   헤럴드경제: ‘일감 몰아주기’ 규제대상 확대…공정위 “지분 팔라는 의도 아냐”

•   헤럴드경제: “‘동학개미’ 증시 변동성 확대 요인 가능성”

•   헤럴드경제: 두산인프라코어 사장 “포트폴리오 다변화 미래성장동력 발굴”

•   파이낸셜뉴스(P1): 기업 성장·수익·안정성 모두 악화

※   한국은행: 2020년 1/4분기 기업경영분석

•   파이낸셜뉴스(P1): 대기업도 신용 강등.. 코로나 후폭풍 온다

•   파이낸셜뉴스: 대출 연체율, 대기업 빼고 다 뛰었다 [코로나 장기화에 기업들 '시름']

•   파이낸셜뉴스: 예고된 실적 악화 … 대출로 버티면서 부채비율 3년만에 최고 [코로나 장기화에 기업들 '시름']

•   파이낸셜뉴스: "규제해도 또 오른다" 매물 싹 걷어가… 문의전화만 불났다 [현장르포]

•   파이낸셜뉴스: "美·中 무역전쟁 3분기 최고조… 반도체 '넛 크래커' 우려"

•   파이낸셜뉴스: 여론 의식했나… 이재용 수사심의위 지켜보겠다는 검찰

•   파이낸셜뉴스: 갤폴드2' S펜 빼고 방수기능 넣나

•   파이낸셜뉴스: “유진로봇, 완제품 생산력 발판 삼아 솔루션 사업 확대할 것” [인터뷰]

•   파이낸셜뉴스: 가스公, 2022년부터 발전용 LNG 개별요금제

•   파이낸셜뉴스: 현대차-국방부-두산모빌리티, 수소경제육성 협력

•   아시아경제: 코로나19, 자동차 설계까지 바꿨다

•   아시아경제: "韓 포스트 코로나 中 국가사업 신기건(新基建)을 잡아라"

•   디지털타임스(P1): 대기업도 신용 강등.. 코로나 후폭풍 온다

•   디지털타임스(P1): 韓국가경쟁력 23위… 전년比 5단계 올라

•   이데일리(P1): “팔릴만한 건 다 내놓는” 두산, 자구안 속도전 돌입

•   이데일리: 서울 4만가구 신규공급, 내년 상반기 입주자 모집 시작

•   연합: 북한 "금강산·개성공단·GP 군 배치…서해상 훈련 재개"

•   연합: "시간 없고 갈 길 먼 데…" 사용후핵연료 관리 방안 공론화 난항

•   연합: KB증권 "두산인프라코어 매각, 단시일 성사 가능성 매우 낮을듯"

•   연합: 두산중공업 신용등급 하락…외국계은행 차입금 상환 압박 커지나

•   연합인포맥스: 두산인프라코어 진짜로 팔까…모든 옵션 테이블에 올린 두산

•   뉴시스: 인프라코어 내놓은 두산, 다음 조치는?

•   뉴시스: NH證 "두산퓨얼셀, 연료전지 정책 수혜 지속…목표가↑"

•   뉴스1: 대신증권 "두산인프라코어 매각, 두중 자금조달 가장 직접적 방법"

•   뉴스토마토: [IB토마토]두산인프라코어가 DICC 소송전에 '사활'을 거는 이유

•   이투데이: 두산인프라코어도 매물로 나오자...잠재 원매자 ‘들썩’

•   아주경제: 두산그룹 ‘자구안’ 서두르다...기업가치 곤두박질 우려

•   비즈니스포스트: [오늘Who] 박정원, 두산인프라코어는 팔고 두삽밥캣은 지킬 수 있나

•   데일리비즈온: ‘두산인프라코어’ 팔겠다는 총수의 속내

•   머니S: 카카오·신세계베어스 ‘NO’… 두산 "야구단 안판다"

•   비즈한국: [풍수@재벌] 두산 박정원 자택, 빼어난 명당이나 건물 형세 아쉬워

•   reNews: Germany 'should use EU presidency to boost Green Deal'

•   FuelCellsWorks: How Hydrogen Fuel Cells Are Assisting With COVID-19 Responses - FuelCellsWorks

•   에너지데일리: "월성 1호기 수명연장 부당성, 공익감사 청구한다"

•   데일리그리드: [단독] 남동발전 분당발전본부, 두산퓨얼셀 공급 연료전지 '성능 미달'

•   OilPrice.com: Is Iraq Finally Complying With The OPEC+ Oil Output Deal?

•   OilPrice.com: U.S. Shale Production To Drop to 7.6 Million Bpd In July

•   전자신문: 경상대, 고효율 수소연료전지 드론 띄운다

•   Phone Arena: Samsung Galaxy Fold 2 and Z Flip 5G supply will reportedly remain limited through the end of 2020

•   Phone Arena: Looks like the Galaxy Fold 2 will have a lower battery capacity than its predecessor

•   Robotics & Automation News: Omron robots ‘speed up the production of Covid-19 tests’

•   Robotics & Automation News: Universal Robots adopts industry standard protocol OPC UA

•   Robotics & Automation News: ABB’s YuMi collaborative robot celebrates five years

•   Robotics & Automation News: Startup Veo Robotics named ‘Technology Pioneer’ by World Economic Forum

•   Nikkei Asian Review: Tokyo has 0.1% positive rate for coronavirus antibodies

•   Nikkei Asian Review: Asia offers lessons on preventing second wave of coronavirus

•   Mainichi: Japan PM Abe defends gov't efforts despite coronavirus business subsidy delays

•   Mainichi: Japan wraps up procedures on revised free trade pact with ASEAN

•   Economic Times: Covid a big problem for big Indian cities

•   Economic Times: Abandoning lockdown, India’s cases may reach 8,00,000 in a month: University of Michigan study

•   Economic Times: Circumventing FDI rules: Chinese investors can still invest in Indian companies

•   Livemint: FDI inflows into India may dip sharply in 2020: UNCTAD

•   Folha de S.Paulo: Without Government Payout, 7 million Brazilians Risk Falling in to Poverty

•   Jakarta Post: GDP to contract by 3.1% in Q2 on COVID-19 headwinds

•   Jakarta Post: Trade data point to severe economic contraction in Q2: Economists

•   Jakarta Post: RI hopes for investment from firms moving factories out of China

•   Jakarta Post: PLN books $2.8b loss in Q1 amid weakening rupiah

•   Viet Nam News: Vietnamese export goods face 12 trade remedy cases in H1

[Opinions]

•   Project Syndicate(David Cameron et al): Firm Priorities for Fragile States

•   Project Syndicate(Brahima Coulibaly): Brahima Coulibaly Says More…

•   Project Syndicate(Mario Pezzini, Sebastián Nieto Parra, Juan Vázquez Zamora): A New Development Vision for Latin America

•   Project Syndicate(Minxin Pei, Elmira Bayrasli): The End of Hong Kong?

•   Project Syndicate(Assia Sidibe): Strengthening Africa’s Best Pandemic Defense

•   Project Syndicate(Ruti Teitel): A Life in Development

•   FT(Editorial Board): A bad UK-EU trade deal is better than no deal

•   FT(Martin Wolf): How Covid-19 will change the world

•   FT(Laurence Mutkin): Countries should grab an old weapon in Covid fightback: annuities

•   FT(David Fyfe): Commodity exporters look to China demand to boost recovery

•   FT(Stefan Lofven): ‘Frugal four’ warn pandemic spending must be responsible

•   FT(Anjana Ahuja): The two-metre rule and other imperfect Covid-19 risk calculations

•   FT(John Redwood): Torrent of new money keeps investments afloat for now

•   FT(Lex): Glencore/Tesla: battery flattery

•   FT(Lex): Huawei/trade war: dialling it back

•   WSJ(David R. Henderson, Jonathan Lipow): The Data Are In: It’s Time for Major Reopening

•   WSJ(Mike Pence): There Isn’t a Coronavirus ‘Second Wave’

•   WP(Catherine Rampell): What has the Trump administration done with a half-trillion dollars?

•   WP(Greg Sargent): New polls show Trump sinking under the seismic events of the moment

•   WP(Jason Furman, Timothy Geithner, Glenn Hubbard, Melissa S. Kearney): What a successful economic recovery plan must look like

•   WP(Michael Morell, Mike Vickers): A world of trouble awaits Biden if he wins

•   Bloomberg(Brian Chappatta): CLOs Are Not CDOs, Not Even During a Pandemic

•   Bloomberg(Shuli Ren): Bond Traders Love the Fed. The PBOC? Not So Much

•   Bloomberg(John Authers): The Fed Will Rue This Mistake. Meantime, Be Merry

•   Bloomberg(Marcus Ashworth, Elisa Martinuzzi): Europe Is in Danger of Another Sovereign Debt Doom Loop

•   Bloomberg(Karl W. Smith): Biden Must Avoid Obama’s Mistakes on the Economy

•   Bloomberg(Nir Kaissar): When Stocks Are This Stormy, Don’t Rock the Boat

•   Bloomberg(Max Nisen): Celebrate Oxford Covid Drug News, But Not With Travel Stocks

•   Bloomberg(Matthew A. Winkler): Guess Who Outperforms World in Coronavirus Mayhem

•   Bloomberg(Chuck Grassley): WTO Needs Reform to Be the World’s Nimble Trade Referee

•   CNN(Lawrence Yun): The housing market will bounce back. But not everyone will be able to benefit

•   Reuters(Andy Home): Copper blind-sided by the strength of Chinese recovery

•   서경(사설): ‘몸통사업’ 내다팔기가 기업 살리는 구조조정인가