Business Intelligence Monitor 200619

(Introduction)

[Markets]

•   Global: World stock markets slip on second wave virus fears, safe-havens rise

※   Investors fret over infections in U.S, Germany, China

※   Dollar, Japanese yen rise in safe-haven bid

※   Oil gains on lower U.S. inventory data

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures rise slightly as Wall Street tries to end the week on a high note

•   한국: 코스피 소폭 하락 2130선 마감…코스닥은 0.26% 올라

•   한국: 부동산 규제에 건설·은행株 '울고'…가구·증권株 '웃고'

•   한국: [Bull&Bear] 그린뉴딜 기대감…두산퓨얼셀 `쑥`

•   Metals: Copper strengthens on China stimulus plans

•   Grains: Wheat slips on bumper harvest as soy rises on exports

[Indicators]

•   US Weekly Jobless claims: U.S. Unemployment Claims Edge Lower but Remain Historically High

•   UK Benchmark rates: Bank of England boosts bond-buying by £100bn but slows the pace

※   BoE: Bank Rate maintained at 0.1% - June 2020

•   China May FDI: Foreign investment into China up 4.2 per cent in May to US$9.87 billion

•   한국 주간 아파트 가격(감정원): [아파트 시황] 서울 아파트값 10주만에 상승세 전환

•   Indonesia Benchmark rates: Indonesia Cuts Rates, Signals More Easing as Growth Weakens

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump’s Bid to End DACA Blocked by Supreme Court

•   WSJ: Trump Talks Juneteenth, John Bolton, Economy in Interview

•   WSJ: ‘He Is a Liar’: Trump Pushes Back on Bolton Book

•   WSJ: Early Data Show No Uptick in Covid-19 Transmission From Protests

•   WSJ: Mnuchin, Powell Defend Borrower Requirements Under Emergency Lending Programs

•   WSJ: Former Fed Economists Urge Easier Terms for ‘Main Street’ Loans

•   WSJ: Americans Skip Millions of Loan Payments as Virus Exacts Toll

•   WSJ: Two Fed Officials See Rebound, Cleveland’s Mester Flags Long Recovery Path

•   WSJ: Central Banks Pump More Cash Into Economy to Fight Recession

•   WSJ: Newsletter: Powell Urges Support for Economy

•   NYT: Coronavirus Bankruptcies Are Coming

•   NYT: Five Takeaways From John Bolton’s Memoir

•   NYT: China Lashes Out at U.S.’s Action Against Mass Incarcerations

•   NYT: Continued Layoffs Signal an ‘Economic Scarring’

•   NYT: What It Takes to Reopen a Small Business Right Now

•   WP: Trump signs Uighur sanctions bill amid Bolton criticism, drawing fury from China

•   FT: Argentina debt restructuring talks close to collapsing

•   FT: Johnson and Macron back renewed effort to strike UK-EU trade deal

•   FT: Germany’s AfD slides in polls as internal battles intensify

•   FT: ‘Frugal four’ chief Mark Rutte leads opposition to EU recovery plan

•   FT: UK rail bailout hits £3.5bn and set to rise further

•   FT: Europeans vow to pursue digital tax plans after US ‘provocation’

•   FT: WTO still has ability to affect rulings and regulation elsewhere

•   FT: Banks rush to borrow record €1.3tn at negative rates from ECB

•   FT: Banks warn of new delays in US small business bailout

•   FT: Merkel issues stark warning on urgency of EU coronavirus recovery fund

•   FT: Brussels toughens efforts to level the playing field with China

•   FT: Poland rejects EU using emissions scheme to fund recovery

•   FT: India rethinks strategic ties following border clashes with China

•   FT: Why the US pandemic response risks widening the economic divide

•   FT: The fall of currencies under the spell of stocks worries strategists

•   FT: Warning over gas companies’ ‘influence’ on EU subsidies

•   Bloomberg: Trump Says ‘Complete Decoupling’ From China Remains an Option

•   Bloomberg: Trump Says Coronavirus Will ‘Fade Away’ Even Without Vaccine

•   Bloomberg: Pompeo Says China Recommitted to Trade Deal in Hawaii Summit

•   Bloomberg: Beijing Virus Outbreak Has Been Contained, Top China Expert Says

•   Bloomberg: Latest Shape of Economic Recovery: How About a Bird’s Wing?

•   Bloomberg: Fed’s First Black President Calls on Policymakers to Step Up

•   Bloomberg: NYC Unemployment Reached 18.3% in May, Up From 4.1% Year Earlier

•   Bloomberg: Texas Roughnecks Enduring Lockdowns Better Than Bartenders

•   Bloomberg: Lighthizer Victory Lap Shaken by Bolton’s Trade Bombshell

•   Bloomberg: Richest 25% of Americans Cut Spending the Most During Pandemic

•   Bloomberg: Drop in Beijing Traffic Highlights Second-Wave Risks for Oil

•   Bloomberg: South Africa Seeks $86 Billion in Infrastructure Investment

•   Bloomberg: Argentina May See Virus Peaking Within Two Weeks, Minister Says

•   Bloomberg: OPEC+ Finalizes Deal on Compensation for Iraq Cuts Cheating

•   Reuters: IMF says deeper-than-expected contraction in U.S. economy likely in second quarter

•   Reuters: Exclusive: India plans extra tariffs, trade barriers on 300 imported products - sources

•   Reuters: Hong Kong security law draft to be put before China's top parliament body

•   Reuters: Peru overtakes Italy in total cases of coronavirus

•   Reuters: Tesla wants to start building a new U.S. vehicle plant this summer

•   Reuters: U.S. House Democrats unveil $1.5 trillion infrastructure plan

•   Reuters: ADB sees developing Asia barely growing in 2020 due to pandemic

※   ADB: Asian Development Outlook 2020 Supplement: Lockdown, Loosening, and Asia’s Growth Prospects

•   Reuters: Brazil's Vale can reopen Itabira complex after coronavirus measures

•   CNN: $190 oil sounds crazy. But JPMorgan thinks it's possible even after the pandemic

•   CNN: Ford's electric Mustang will offer hands-free driving technology next year

•   CNBC: Some parts of the U.S. are ‘on the cusp of losing control’ of coronavirus, Dr. Scott Gottlieb says

•   CNBC: Saudi Aramco to uphold dividends pledge amid reports of job cuts

•   CNBC: Economy snapping back but still has long way to go, alternative data shows

•   CNBC: Coronavirus antibodies may last only two to three months after infection, study suggests

•   CNBC: Climate change: IEA sets out $3 trillion recovery plan to help fix economy

※   IEA: Sustainable Recovery

•   MarketWatch: Will quadruple witching mark the start of a rocky stretch for U.S. stocks? It may already have

•   MarketWatch: What we do know — and don’t know — about the coronavirus at day 100 of the pandemic

•   MarketWatch: We are now 100 days into the pandemic: A by-the-numbers look at COVID-19’s toll on American lives and livelihoods

•   Fox Business: Which countries hold the most US debt?

•   SCMP: Beijing’s small businesses ask how long they can survive amid new outbreak

•   SCMP: China calls on banks to sacrifice US$212 billion to help boost economy

•   SCMP: US-China talks: seven-hour meeting ‘helps atmosphere’, but divisions remain

•   SCMP: China-India border dispute: what are New Delhi’s options to respond?

•   SCMP: China bans imported pork from German meat plant after coronavirus outbreak

•   SCMP: Can China maintain construction boom to help virus-hit economy?

•   매경(P1): 대치·잠실 재건축 `쇼크`…급매 쏟아져

•   매경: [단독] 전세 끼면 살수도 팔수도없는 초유 규제…은마·선경 집주인 `패닉`

•   매경: "1억 어디서 구하나"…실수요 청약대기자 `발동동`

•   매경(P1): 韓제조공장 10곳 중 4곳, 핵심설비 10년이상 노후

•   매경: 제조업 일으킬 `리트로핏`…유해물질 줄여 그린뉴딜에도 `딱`

•   매경: `이러니 툭하면 멈출수밖에…` 車부품공장 절반이 낡았다

•   매경: 공정 업그레이드로 라인1개 증설효과…DB하이텍 `풀가동`

•   매경: 인건비 싼 中공장 정리하고 국내유턴…`3D 니팅머신`으로 10분만에 옷 출력

•   매경(P1): 文 "데이터댐 만들고 과감히 개방해야"

•   매경: 文 "美뉴딜은 후버댐…韓은 디지털·그린"

•   매경: "올가을 北최악 식량위기…김정은, 11월 美대선 기다릴 여유없어"

•   매경: 기업규제법 내놓고 `코스피 3000법`이라는 與

•   매경: `월성1호기` 두고 與野 난타전

•   매경: [글로벌 이슈 plus] `독점`의 부메랑…세계 호령하는 4대 테크공룡 "나 떨고있니?"

•   매경: 코로나發 달러 품귀때…대기업의 輸銀 구하기

•   매경: 삼성·화웨이·MS…폴더블폰 3분기 대격돌

•   한경(P1): "노동개혁, 정부 믿지말고 기업이 나서라…당장 공채부터 없애야"

•   한경(P1): [단독] '金포'된 김포…규제 피한 곳 벌써 '신고가'

•   한경: "주담대 규제 前에 사자"…非허가구역 서초·강남, 호가 오르고 문의 쇄도

•   한경: LG화학·CATL·파나소닉…불꽃 튀는 '배터리 삼국지'

•   한경: 트럭 시장은 '수소전기車'가 대세

•   한경: 코로나 고용절벽' 내몰린 3050

•   한경: 수소 대량 생산 가능한 촉매 개발

•   한경: 파운드리 진격하는 삼성…TSMC 꺾을 '팹리스 군단' 키운다

•   서경(P1): [단독]'文정부 일자리'에 거덜난 고용보험··· '3.1조' 빚내 채운다

•   서경: 일자리 사업까지 떠맡다 '실업 재원' 탈나

•   서경(P1): 2차 노사정 회의 "일자리가 최고의 대책"

•   서경: 한·일, WTO서 법적 분쟁 본격화

•   서경: 박영선 장관 "내연기관 부품업체에 전기車 전환 적극 지원"

•   서경: 도심 공급 '재건축' 더 묶고···3기 신도시만 미는 정부

•   조선(P1): 유럽 재정모범 4개국 "코로나 보조금, 후대에 빚 넘겨선 안돼"

•   조선: 복지천국' 스웨덴도… 복지줄이고 세금늘려 채무비율 30%p 낮췄다

•   조선: 스웨덴, '부채목표'세워 공공채무 35%수준 유지

•   조선: 눈덩이 국가채무로 증세론 나오는데 정부·靑은 "국채로 GDP 끌어올려야"

•   조선: 중국 OLED 패널 공격적 투자… "2024년엔 한국 추월"

•   인베스트조선: 産銀' 간택 못받으면 회생법원서 도산…하반기 구조조정 양극화 우려

•   동아(P1): 수도권 이어 대전-전북… 당국 “전국 유행 우려”

•   동아(P1): 트럼프 “北 비상한 위협”… 대북제재 조치 1년 연장

•   동아: 北과 거래하는 개인-기업, 미국내 자산 동결 등 강력제재

•   동아(P1): [단독]현대車 정의선-LG 구광모, 22일 ‘배터리 회동’

•   동아: “코로나 백신, 내년초 3상 완료 목표”

•   동아: 두가지 항체 혼합 ‘칵테일 요법’으로 코로나19 잡는다

•   문화: <세종관록>증세·등록금 지원 반대… ‘No 맨’이 된 홍남기의 소신, 통할까

•   문화: “월성1호기 철저한 감사 촉구”… 에너지 시민단체들 기자회견

•   문화: <현대차·삼성, 산업 생태계 경쟁력 강화 나서>전기차 스타트업 적극 발굴

•   문화: <현대차·삼성, 산업 생태계 경쟁력 강화 나서>파트너社 위해 플랫폼 개발

•   문화: 中 디지털화폐 공세 맞선 ‘7國 공조’에 못낀 한국

•   세계: 기업 총자산회전율 역대최저

•   세계: 신재생에너지 생산 앞서가는 수자원公 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: 정확한 발전량 예측·안정적 수급 ‘두 토끼’ 잡는다 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: 속도내는 ‘에너지 전환’… 10년내 재생에너지 비중 20%로 [포스트 코로나 시대의 에너지전환과 그린수소]

•   머니투데이(P1): "기업 리쇼어링, 미국·일본보다 더 노력 않으면 뒤쳐진다"

•   머니투데이: "코로나19는 리쇼어링엔 기회…대기업에 돌아올 명분줘야"

•   머니투데이: 종료 앞둔 위기대응 조치연장될까…당국은 고민中

•   머니투데이: 클수록 잘 팔린다는 TV시장 '40인치대 OLED'치열한 경쟁 왜?

•   머니투데이: 똑똑해진 농약 살포 드론…약제 방제량 ·범위 자동 저장·공유

•   머니투데이: 청소·택배차에 굴삭기까지'..수소가 바꾼 모빌리티 미래

•   머니투데이: "수소로 나는 개인비행체, 이미 5~6인승은 가능"

•   더벨: 30년' 두산건설맨이 이끌 밸류그로스

•   더벨: 두산건설 물적분할에 등장한 '두산큐벡스' 역할은

•   더벨: 네오플럭스' 탐내는 지방은행·건설사

•   헤럴드경제(P1): LG·한화, 美ECC ‘2조 빅딜’ 참전

•   헤럴드경제(P1): 조성욱 “지주사 CVC 허용, 금산분리 완화 부작용 우려”

•   헤럴드경제: 한수원, 제주도에 60MW 태양광발전사업 추진…2021년 7월 준공 목표

•   파이낸셜뉴스(P1): "D·N·A 생태계 키워 언택트시대 선도해야" [제11회 퓨처ICT포럼]

•   파이낸셜뉴스(P1): 부동산 틀어막자 증시로… 역대급 머니무브

•   파이낸셜뉴스: 40조 기안기금, 일러야 이달말부터 접수

•   파이낸셜뉴스: 이자 잘 주던 인뱅마저 0%대… 예적금 ‘제로금리’ 시대 본격화

•   파이낸셜뉴스: "코로나 가계빚, 2∼3년간 유연하게 관리"

•   아시아경제(P1): 탈원전 3년…쓰러지는 원전산업, 못따라오는 신·재생

•   아시아경제: 에너지전환에 무너진 신한울 3·4호기 건설…"지역경제 파탄"

•   아시아경제: [단독]해상풍력 보상금만 56억…정부는 7兆 규모 풍력사업 추진

•   디지털타임스(P1): 低쪽으로 가는 대한민국

•   디지털타임스(P1): "국내 IT시장, 저성장 고착화… 기업의 투자 환경 조성부터"

•   디지털타임스: "드론 개발 만만하네" 퀄컴, 로보틱스 플랫폼 공개

•   디지털타임스: 네이버랩스, 서울 전역 3D지도로 제작

•   이데일리(P1): 이주열 "韓경제, 본격 회복까지 상당 시일 걸릴 것"

•   이데일리(P1): PB 100명의 조언…“돈 가치 떨어진다, 현금 줄이고 투자하라"

•   이데일리: 컨테이너·벌크선 운임 급등에도 불확실성 여전한 해운업계

•   이데일리: "3분기 나아진다지만" 철광석값↑·공급부담 커지는 철강업계

•   연합: "올해 전기차 배터리 출하 사상 첫 감소 전망…14% ↓"

•   연합: 불가리아 원전 수주 위해 미·러·프 '동맹'…한수원도 경쟁 중

•   뉴스1: 유니버설로봇, 협동로봇 웨비나 연다

•   CEO스코어데일리: 두산인프라코어, 해외특허 등록 1000건 돌파…美‧中 등록 집중

•   EBN: "생존? 해체?"…두산 핵심자산 매각에 현대·한진 데자뷔

•   뉴스웨이: [현장에서]이동걸 마음 꿰찬 박정원 두산그룹 회장 - 뉴스웨이

•   프레시안: 그린 뉴딜'에 2년간 13조가 전부?

•   reNews: COVID-19: Case for renewables ‘stronger’ says BP CEO

•   가스신문: 늘어나는 LNG발전, 경제적 가스도입방안 검토된다

•   KHL: Covid-19: How one month changed everything for global demolition

•   Equipment Journal: Hyundai CE debuts HW250MH material handler

•   Equipment Journal: Construction requirements and considerations in the age of COVID-19

•   Equipment World: Report: Doosan exploring sale of construction equipment business, but wants to keep Bobcat

•   Automation World: Doosan Bobcat Moves from Paper-Based to Digital Production

•   건설경제: 부동산PF 유동화 시장 신용공여 방식…증권사 ‘사모사채 인수확약’ 대세

•   MINING.com: India to end decades-old state monopoly on coal

•   MINING.com: Covid-19 effects to fast-track energy transition — report

•   전자신문: [이슈분석]AI·로봇에 드라이브 거는 LG

•   전자신문: 韓·獨 소부장 기술협력센터' 개소…소부장 자립화 가속

•   전자신문: 태양광·ESS 기술, 한자리서 만난다…내달 15일 '그린에너지엑스포' 개막

•   전자신문: 환경단체-한전, 인도네시아 화력발전사업 수익성 공방

•   전자신문: 앱으로 문 열고 로봇이 룸 서비스… AI호텔 전국 확산

•   전자신문: 사용후핵연료 재검토위원회, 위원 2명 사퇴…공론화 지지부진 우려 커져

•   Phone Arena: Samsung's 'standard' Galaxy Note 20 5G may end up cutting one too many display corners

•   Phone Arena: The Huawei Mate 40 5G may have been delayed after all due to US restrictions

•   Phone Arena: The Samsung Galaxy Z Flip 5G will bring more than 5G to the table

•   Robotics & Automation News: Festo launches lab automation ‘superconductor’ system that moves objects without contact

•   Robotics Tomorrow: Case Study: Swiss Productions Maximizes Output with Two Productive Robotics OB7 Cobots

•   Robot Report: OnRobot Screwdriver launches for collaborative robots

•   Robot Report: Breezy One from Build With Robots, Fetch Robotics disinfects Albuquerque airport

•   로봇신문: 라운지랩-두산로보틱스, 바리스타 로봇 서비스 개발한다

•   Nikkei Asian Review: Asia's electric car sales drift into the slow lane

•   Nikkei Asian Review: Japan to restart business travel, but US and China in back of queue

•   Nikkei Asian Review: Japan auto industry teams up for maximum benefit from trade deals

•   Mainichi: Summer bonuses at major Japanese companies drop sharply: survey

•   Mainichi: Toyota resumes all production in Asia after suspension due to virus

•   Mainichi: Next stage of US-Japan trade talks to start in few months: USTR

•   Economic Times: View: Delhi’s Covid contagion curve is far from flattening

•   Livemint: India may put restrictions on Chinese FPIs

•   Livemint: Fitch cuts India outlook to negative, retains BBB- rating

•   Livemint: India, China inch forward with peace talks after border clash

•   Livemint: Foreign ministers of Russia, India, China to have a meeting on 23 June

•   Business Standard: India reports over 10K cases for seventh straight day; toll 3,66,946

•   Business Standard: NPAs in corporate loans now under control, says SBI's Rajnish Kumar

•   Folha de S.Paulo: Brazil Has more than 46k Deaths by Covid-19; 1,209 Deaths Were Recorded in the Last 24 hours

•   Moscow Times: Russia Mulls Tax Hike on Top Earners

•   Jakarta Post: Govt raises $2.5b through global sukuk offering to address pandemic deficit

•   Jakarta Post: Still waiting: Cash-strapped PLN yet to receive $3b from government

•   Jakarta Post: Indonesia's GDP to contract in Q2, Q3 due to social restrictions: Bank Mandiri

•   Jakarta Post: Indonesia’s debt to swell further in 2021 to finance economic recovery

•   Jakarta Post: Batang Toru $1.5b hydropower plant may be delayed by years

•   Viet Nam News: Việt Nam urges India to lift trade restrictions on Vietnamese export goods

•   Viet Nam News: Deals highlight VN-EU bilateral ties, global integration efforts

•   Myanmar Times: Local energy firms, investors weigh in on solar project

[Opinions]

•   Project Syndicate(Bertrand Badré, Yves Tiberghien): The Pandemic Must End Our Complacency

•   Project Syndicate(Javier Solana, Óscar Fernández): Averting a Cold War of Choice

•   FT(Editorial Board): How to rescue global co-operation on tax

•   FT(Editorial Board): A dangerous stand-off in the Himalayas

•   FT(Martin Wolf): The British must learn from coronavirus mistakes

•   FT(Philip Stephens): Britain gets a glimpse of life after Brexit

•   FT(Martin Sandbu): Savings gluts and investment droughts

•   FT(Seema Shah): In these markets the normal rules do not seem to apply

•   FT(Constanze Stelzenmüller): Germany’s far-right a major loser from Covid-19, so far

•   FT(Ricardo Hausmann): Opponents of more IMF lending may have blood on their hands

•   FT(Lex): Digital taxes: transatlantic dust-up

•   WSJ(Daniel Henninger): The Coming Urban Exodus

•   WSJ(Anders Fogh Rasmussen): Reopen the Economy, More Open Than Ever

•   NYT(Paul Krugman): Tulsa and the Many Sins of Racism

•   NYT(Spencer Bokat-Lindell): What Have We Learned About Reopening?

•   NYT(Tim Wu): How to Avoid a ‘Rich Man’s Recovery’

•   WP(Jennifer Rubin): Trump’s Bolton problem is nothing compared with Senate Republicans’ woes

•   WP(Eugene Robinson): John Bolton is a weasel in a party of weasels

•   WP(Greg Sargent, Paul Waldman): Bolton’s new book blows apart one of Trump’s biggest reelection arguments

•   WP(Alexandra Petri): Here’s what a truly shocking revelation would sound like, John Bolton

•   WP(León Krauze): Mexico’s president has given up in the fight against the coronavirus

•   Bloomberg(David Fickling): The Most Troubling China-India Conflict Is Economic

•   Bloomberg(Noah Smith): Fear of Infection Hurt the Economy More Than Lockdowns

•   Bloomberg(Mihir Sharma): China Is Foolish to Make an Enemy of India

•   Bloomberg(Brian Chappatta): Fed Seems to Skirt the Law to Buy Corporate Bonds

•   Bloomberg(John Authers): It's Getting Harder to Avoid the Insanity Trade

•   Bloomberg(Marcus Ashworth): Bank of England Is Already Easing Off Its Pandemic Response

•   Bloomberg(Lionel Laurent): Can Huawei Face EU Fines Like Google and Apple?

•   Bloomberg(Jonathan Bernstein): Bolton Gives Trump Too Much Credit

•   Bloomberg(Eli Lake): John Bolton Isn’t Lying About Trump, He’s Exposing Him

•   Bloomberg(Andreas Kluth): This Nuclear Arms Race Is Worse Than the Last One

•   Bloomberg(Jared Dillian): Don't Blame the Fed for the Robinhood Trading Blitz

•   CNN(Martin Neil Baily, Benjamin H. Harris): The Great Recession was especially bad for older workers. The pandemic could be even worse

•   MarketWatch(Caroline Baum): The economic rebound is impressive, but we’re still deep in the hole

•   매경(주한규): 탈핵국가선언 3년…무너진 원전 생태계