Business Intelligence Monitor 200618

(Introduction)

[Markets]

•   Global: Stocks waver on rising COVID cases, dollar in safety bidding

※   European shares add to prior day’s strong rally

※   Wall Street closed mixed; Dow, S&P 500 slide, Nasdaq gains

※   Mood restrained by surge in virus cases, China-India spat

※   Dollar, debt gain on safe-haven buying

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures open flat in overnight trading

•   한국: 코스피 소폭 상승 마감…연락사무소 폭파 영향 제한

•   한국: [특징주] 두산인프라코어, 매각추진 소식에 이틀째 급등

•   Metals: Copper up on U.S. recovery hopes; China virus outbreak caps gains

•   Grains: Wheat hits 8-month low as harvest advances, soybeans gain on trade optimism

[Indicators]

•   US May Housing Starts: U.S. housing starts miss expectations; permits rebound strongly

•   US May Construction employment: Const. Employment Rebounds by 464K Jobs

•   US Weekly Oil production: US oil production falls to lowest point since 2018

•   US Weekly Mortgage rates·applications: Homebuyer mortgage demand spikes to 11-year high as rates hit record low

•   UK May CPI: UK inflation falls to 4-year low in May as lockdown takes toll

•   Japan May Balance of Trade: Japan's exports fall most since 2009 as U.S. demand slumps

•   Japan Jun. Reuters Tankan index: Japan manufacturers' mood stuck at 11-year low Tankan

•   Brazil Benchmark rates: Brazil Lowers Rate to 2.25%, Leaves Door Open to Small Cut

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Mnuchin Declares Global Corporate-Tax Talks at an Impasse

•   WSJ: Powell Says Economic Gains Are at Risk if Stimulus Measures End Prematurely

•   WSJ: SBA Emergency Loan Program Left Behind Many of America’s Neediest Firms

•   WSJ: U.S.-China Trade Deal on Track, Lighthizer Says

•   WSJ: A United Front on China Starts to Take Shape

•   WSJ: Pressure Builds to Name PPP Borrowers

•   WSJ: Newsletter: Hey Big Spender

•   WSJ: Justice Department Proposes Limiting Internet Companies’ Protections

•   WSJ: OPEC Sticks to Global Oil-Demand Forecast Despite Signs of Rebound

※   OPEC: MOMR June 2020

•   NYT: Bolton's Book Says Trump Impeachment Inquiry Missed Other Troubling Actions

•   NYT: The Rich Cut Their Spending. That Has Hurt All the Workers Who Count on It.

•   NYT: Small Businesses Get Easier Path to Relief-Loan Forgiveness

•   NYT: Europe Takes Steps to Block Chinese Bargain Hunters

•   WP: Europe said U.S. influence had waned under Trump. Then Black Lives Matter protests rocked the continent.

•   WP: The Fed is addicted to propping up the markets, even without a need

•   WP: Coronavirus has come to Trump country

•   FT: Bundesbank boss moves to defuse row between ECB and German court

•   FT: Virus compounds Brazil’s prolonged economic slump

•   FT: The contest between bullish sentiment and Covid-19

•   FT: UK criticised for trying to revisit feta and champagne in Brexit talks

•   FT: Scholz insists record German borrowing manageable

•   FT: EU launches in-depth antitrust probe into $50bn Fiat Chrysler-PSA deal

•   FT: Saudi Aramco extends payment plan as it closes $69bn Sabic deal

•   FT: US business raises concerns about immigration restrictions

•   FT: Debt investors let borrowers go back to the future

•   FT: Top trade official says US will seek ‘broader reset’ of WTO tariffs

•   FT: Israel’s annexation plan: the ‘existential threat’ to Palestinian dreams

•   FT: US nominates senior Trump official to head development bank

•   FT: Beijing coronavirus outbreak piles pressure on Communist party

•   Bloomberg: Beijing Outbreak Poses Test for China’s Chairman of Everything

•   Bloomberg: China to Waive Some African Loan Payments Due This Year, Xi Says

•   Bloomberg: New Taxes Are a Double-Edged Sword as Frugal Philippines Eyes Stimulus

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

•   Bloomberg: Former Insider Kevin Warsh Chides Fed for ‘Late’ Main Street Response

•   Bloomberg: Argentina Corporates Are Bright Spot After Nation’s Default

•   Bloomberg: Johnson and Macron to Meet With Brexit Trade Talks at Key Phase

•   Bloomberg: Europe’s Wage Subsidies May Not Prevent 9 Million Job Losses

•   Bloomberg: Global Energy Demand Growth Was Slowing Before Covid-19, Says BP

※   BP: Statistical Review of World Energy

•   Bloomberg: Why Is the U.S. Renegotiating Its WTO Commitments?: QuickTake

•   Bloomberg: Thailand Says Rising Yields No Bar to $32 Billion Borrowing Plan

•   Bloomberg: The Electric Car Battery Boom Has Screeched to a Halt, For Now

•   Bloomberg: World’s Largest Copper Supplier Is Optimistic About Demand

•   Reuters: EU chief executive: no post-Brexit deal without 'level playing field'

•   Reuters: Steroid should be kept for serious coronavirus cases, WHO says

•   Reuters: Tesla signs three-year pricing deal with battery cell maker Panasonic

•   CNN: China and India's trade and tech ties are at risk as border dispute escalates

•   CNN: Premarket stocks: Why the retail recovery looks extremely vulnerable

•   CNN: Pandemic pricing' is here. Rents are dropping across the US

•   CNN: Tesla's new Model S can get 400 miles on a charge. Here's why that may not matter

•   CNBC: Coronavirus deaths in U.S. projected to surpass 200,000 by October

※   IHME: COVID-19 Projections

•   CNBC: Russia could cut interest rates to historic low; Economists see little impact

•   CNBC: 3D printing, wooden materials and dizzying heights: How wind turbines are changing

•   CNBC: Coronavirus cluster in China's capital Beijing raises growth concerns

•   CNBC: Belgium had the worst response to the coronavirus crisis among OECD countries, EIU says

•   CNBC: Sweden's plan if there's a 'second wave' of coronavirus

•   CNBC: Morgan Stanley says second wave of coronavirus won't derail Asia economy

•   MarketWatch: ‘We’re still in a first wave,’ Fauci says, noting precautions can prevent second wave of coronavirus

•   Fox Business: Pence denies threat of second coronavirus wave, touts $400 billion infrastructure bill

•   SCMP: Tesla's new Model S can get 400 miles on a charge. Here's why that may not matter

•   SCMP: WTO candidate vows to ‘bring US and China back to the table’

•   SCMP: Escalating tensions with US pose ‘biggest risk’ to China economy in 2020

•   Global Times: Did Trump help China by stirring troubles in the US?

•   Global Times: Huawei receives a lukewarm welcome in the West, but countries closer to home are eager for cooperation

•   매경(P1): 수도권 `갭투자` 끝…3억대 집사도 전세대출 회수

※   국토부: 주택시장 안정을 위한 관리방안

•   매경: 수도권에 대전·청주까지 규제…非규제 김포는 들썩

•   매경: 서울 재건축 2년 살아야 분양권…은마·목동 등 `영향`

•   매경: 1주택자, 규제지역 아파트 매입땐 6개월내 처분후 전입해야

•   매경: 모든 법인소유 주택에 종부세 최고세율 부과한다

•   매경: "잠깐은 집값 잡겠지만…실수요자, 현금으로만 집사란 말인가"

•   매경: 주택대출 막기전에…은행 문의전화 쇄도

•   매경: 잠실·삼성·대치·청담동 집 사려면 허가 받아야

•   매경(P1): 洪부총리, 규제완화 시사…"낙후된 경기북부 활성화 시키겠다"

•   매경: 리쇼어링 1조건은 유턴시 임금 보전

•   매경: "한국 노조·세금 무섭다"…베트남 韓기업 25곳중 22곳 `NO 리쇼어링`

•   매경: 非수도권 경제자유구역 찬밥…동해안 3년간 외국인 투자 `제로`

•   매경: 이재갑 "기본소득 핀란드도 실패…고용보험 확대가 옳다"

•   매경: 거침없는 개미…삼성전자 무섭게 팔고 조정땐 `줍줍`

•   매경: [Biz Prism] 코로나 팬데믹 계기로 주주자본주의 돌아보다

•   한경(P1): [단독] 공정위, 가맹점주에 단체교섭권 추진…사실상 노조 허용

•   한경(P1): 은성수 "대출·보증 연장 끝나는 9월, 무슨 일 생길지 벌써부터 고민"

•   한경: 은성수 "블랙스완 넘어 네온스완 직면…非은행發 위기 걱정"

•   한경: 여당, 복지위엔 '反원격의료', 환노위엔 '탈원전·親노동'

•   한경: 홍남기 "가상화폐 과세"…양도세 부과 유력

•   한경: 日 수출규제 1년 만에…SK, 불화수소 국산화

•   한경: 정부, 또 부동산 대출 '옥죄기'…부동자금 증시로 더 유입될까

•   한경: 올 들어 주식형펀드서 12조원 이탈

•   한경: "주가 빨리 오른 것도, 비싼 것도 아니다"

•   한경: 대형주만 '공매도 금지' 풀릴까…8월 금융위 공청회 설전 '예고'

•   서경(P1): HDC현산 일주일째 묵묵부답...아시아나 인수 접나

•   서경(P1): 김태년 "전국민 고용보험은 장기과제"

•   서경: [단독] 현대차 2차 협력사 사업포기···팰리세이드 생산 또 중단되나

•   서경: [시그널] 신한금융그룹, 두산 네오플럭스 인수 추진

•   서경: [시그널] 두산베어스 또 매각 도마위에···이번엔 원매자 물밑접촉

•   조선(P1): 文 "북한 도 넘었다, 매우 실망… 인내하겠다"

•   조선: 靑 담화 직후… 국방부·통일부 줄줄이 대북 경고

•   조선: 백지화된 9·19 군사합의

•   조선: 北 3년만에 "서울 불바다"… 최전방軍 착검

•   조선: "제재·코로나 겹쳐, 평양까지 졸도 직전"

•   조선: 美국무부 "北 추가행동 말라", WP "트럼프 대응 두고봐야"

•   조선: 국제에너지기구 "코로나 사태로 원전의 진가 드러났다"

※   IEA: The Covid-19 crisis is undermining nuclear power’s important role in clean energy transitions

•   조선비즈: 맥킨지 "高유가 시대 다신 안온다… 정유·가스업계, 과감한 사업 개편 필요"

※   McKinsey: Oil and gas after COVID-19: The day of reckoning or a new age of opportunity?

•   인베스트조선: 코로나發 유동성 과잉, 내성 강한 '좀비기업'만 키운다

•   동아(P1): 수도권 고령자 감염 확산

•   동아: 주담대 이자율 역대 최저치… 내달 年1%대 상품 나올듯

•   한국(P1): [단독] ‘김정은 특별기’ 떴다... 신포行 땐 SLBM 공개 가능성

•   세계: 세계 수준 원전 건설 마다하고… 해체산업 육성에 공들이는 정부 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: 脫원전 밀어붙이기 대신 ‘원자력 그린 뉴딜’ 고민할 때 [포스트 코로나 시대의 에너지전환과 그린수소]

•   머니투데이: 매물은 넘치는데…코로나19에 가로막힌 M&A 시장

•   머니투데이: "앞으로 11개 원전이 더 멈춘다...그 다음은"

•   더벨: 두산인프라코어 매각설에 모트롤 원매자 촉각

•   헤럴드경제: “A급 몰려온다”…발행 미뤘던 A급 회사채 시장 복귀 붐

•   파이낸셜뉴스(P1): 회사채 만기 다가오는데 첫발도 못뗀 SPV

•   파이낸셜뉴스: 바닥 기는 제조업… 반등 실마리는 '글로벌 보복소비'

•   파이낸셜뉴스: 버티기도 힘든 중기…'투자·고용 늘리면 稅감면' 없던일로

•   아시아경제(P1): [위기의 한국 금융]금융 CEO “기업·가계빚 부실 뇌관…역대급 위기”

•   아시아경제: [일의 혁명]코로나 시대에 달라진 '상사의 조건'

•   아시아경제: [일의 혁명]코로나 19는 양극화 촉매제…'내 일'이 사라졌다

•   디지털타임스(P1): 국산 코로나19 백신·치료제 `영장류 실험` 착수

•   이데일리(P1): 산업은행 "쌍용차, 기안기금 지원대상 아니다"

•   이데일리: "60년대 연애냐, 편지하게"‥이동걸의 작심 쓴소리

•   이데일리: 대륙의 실수' 샤오미 본사 가보니…'5%의 힘' 경쟁력은 어디서?

•   이데일리: 스티븐 왕 샤오미 동아시아 총괄 “우린 제조사가 아닌 인터넷 기업”

•   이데일리: 두산그룹, 첫 매각 자산은..금융지주사까지 가세한 ‘클럽모우CC’ 무게

•   연합: 태백시 풍력발전 다시 뛰어든다…"사업 참여 협의 중"

•   뉴시스: 삼성디스플레이, 인도 스마트폰 패널 공장 건설에 7억달러 투자

•   뉴스핌: 에너지기술연구원, 재생에너지 활용 '그린수소' 생산기술 국산화 성공

•   뉴스핌: [수소산업 어디까지①] 니콜라 열풍에 기대감 ↑…현대차·한화·효성·두산 '뛴다'

•   뉴스핌: [수소산업 어디까지②] "미국서 수소트럭 상용화 20년 이상 걸릴 것"

•   뉴스핌: [수소산업 어디까지③] "정부 정책 일관성 유지‧체계적 추진 필요하다"

•   뉴스1: 두산그룹 자구안, 산은 브리핑에서 3가지 궁금증 풀었다

•   뉴스토마토: [IB토마토]두산인프라코어 M&A…현대중공업, 인수제안 '거절'

•   WNN: European power prices impacted by COVID-19 pandemic : Covid-19 - World Nuclear News

•   Renewables Now: Top 15 wind majors own 36% of world's wind capacity at end 2019 - GWEC

•   KHL: Caterpillar acquires Marble Robot

•   KHL: US$22 billion investment proposed for Chile

•   KHL: Industry’s concerns over long-term bail outs

•   Equipment World: Volvo Group reduces global workforce by 4,100 due to coronavirus impacts

•   건설경제: 건설경기 침체, 내년까지 지속된다

•   OilPrice.com: Venezuela Is Still Exporting Oil To China Despite Sanctions

•   OilPrice.com: India Takes Big Leap In Solar Development With $6 Billion Deal

•   전자신문: LG전자 올레드 TV, 하반기 공세…광저우발 패널 수급 확대

•   전자신문: 삼성전자 '낸드 초격차' TF 구성…추격자 따돌린다

•   디지털데일리: “삼성·LG 투자 미뤄지는데...” 中 디스플레이 투자 봇물

•   디지털데일리: [딜라이트닷넷] 삼성·LG TV 전쟁, 공방전은 마무리 신경전은 지속

•   디지털데일리: 미국에 ‘부메랑’으로 돌아온 화웨이 제재

•   Phone Arena: The most affordable 5G flagship smartphone lands in the US on June 22

•   Phone Arena: Apple will benefit from iPhone 12 5G super-cycle; "it's the perfect storm," says analyst

•   Robotics & Automation News: Qualcomm launches ‘world’s first’ 5G and AI-enabled robotics platform

•   Cobot Trends: Rocketfarm develops UR cobot support for Industry 4.0 protocol OPC UA

•   Nikkei Asian Review: Japan's tax revenue to slip below $560bn in fiscal 2019

•   Economic Times: India to bar BSNL from sourcing gear from Huawei, ZTE; may also bar pvt telcos from using Chinese gear

•   Economic Times: GDP base revision to take hit as Household Consumer Expenditure Survey gets delayed

•   Livemint: India-China standoff: PM Modi says India wants peace but can respond when needed

•   Business Standard: Plan for Unlock 2.0, PM Modi tells CMs on the second day of interaction

•   Folha de S.Paulo: Brazil Should Reach 1 million Cases by the End of this Week

•   Moscow Times: Consumer Spending Approaches Pre-Coronavirus Levels

•   Moscow Times: OPEC+ Deal Weighs on Russia’s Economic Recovery

•   Jakarta Post: Indonesia increases COVID-19 budget again amid soaring deficit

•   Jakarta Post: U-shape economic recovery to take place until Q1 of 2021: Batavia

[Opinions]

•   Project Syndicate(Carl Bildt): How Europe Can Live with China

•   Project Syndicate(Shahid Javed Burki): A Tale of Two COVID-19 Responses

•   Project Syndicate(Shlomo Ben-Ami): The Messiah of Mar-a-Lago

•   FT(Editorial Board): Emerging markets can use quantitative easing, too

•   FT(Editorial Board): It is too soon to restore CEOs to pre-Covid pay

•   FT(Janan Ganesh): Biden will not revive the Atlantic alliance

•   FT(Martin Sandbu): A battle over the EU’s fiscal rules is looming

•   FT(반기문): It is critical to design our Covid-19 recovery for green challenges

•   FT(Matthew Vogel): Investors should not shrink from frontier emerging markets

•   FT(Vitaly Yermakov): Poland counts the cost of turning down Russian gas taps

•   WSJ(Jude Blanchette, Seth G. Jones): The U.S. Is Losing the Information War With China

•   NYT(Thomas L. Friedman): Is Trump Trying to Spread Covid-19?

•   WP(Dana Milbank): Forget vaccines and treatments. The very stable genius has a foolproof coronavirus cure.

•   WP(Hugh Hewitt): The fourth rescue bill needs to repair damage done to the economy and national security

•   WP(Barkha Dutt): Barkha Dutt: India-China deadly clash should end Modi’s delusions about Beijing

•   WP(Brian Klaas): November is our chance to wipe out Trumpism, not just Trump

•   Bloomberg(Conor Sen): The Baby Boomer Investing Era Is Coming to an End

•   Bloomberg(Tyler Cowen): Big Tech Won’t Be the Same If Everyone Works From Home

•   Bloomberg(Noah Smith): If Zombie Companies Don't Die, We'll Pay a Price

•   Bloomberg(Brian Chappatta): Yield-Curve Control Could Complicate Fed’s Exit Strategy

•   Bloomberg(Shuli Ren): Why Goldman Is Siding With China on This Huawei Play

•   Bloomberg(John Authers): Investors Are Watching the Wrong Covid Picture

•   Bloomberg(Marcus Ashworth): The Fed Is Headed in the Same Direction as the ECB

•   Bloomberg(Anjani Trivedi): Japan’s New Wave: Cash, Bankruptcies and Inequality

•   Bloomberg(Ferdinando Giugliano): Greece Looks Like a Safer Destination Now

•   Bloomberg(James Stavridis): The China-India Border Dispute Just Got Real

•   Bloomberg(Adam Minter): Street Vendors Won’t Save China’s Economy

•   Bloomberg(Danielle DiMartino Booth): Mortgage Market Sends Wrong Message

•   Bloomberg(Peter R. Orszag): The Cape Cod Theory of Pandemic Response

•   MarketWatch(Daniel Newman): If Intel lost Apple as a customer, it would be good news

•   헤럴드경제(이상훈): 효율성과 회복탄력성