Business Intelligence Monitor 200623

(Introduction)

[Markets]

•   Global: Oil, stocks gain, but rising infection rates spark concerns

※   Stocks, oil edge higher on recovery hopes

※   Gold hits month high on safe-haven bidding

※   WHO reports single-day record of COVID cases

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures flat following rally in the previous session

•   한국: 코스피, 소폭 하락 마감…2,120선으로 후퇴

•   Metals: Copper rises on inventory draw and Chinese demand

•   Grains: Corn falls on good U.S. crop weather, soybeans mostly down

[Indicators]

•   US May Existing home sales : May U.S. Home Sales Dropped 9.7%

•   Eurozone Jun. Consumer confidence index: European Consumers Slowly Shed Pessimism as Public Life Resumes

•   China Loan Prime Rate: China ‘unsurprisingly’ keeps benchmark loan rate unchanged

•   한국 5월 생산자물가: 5월 생산자물가 4월 수준…농림수산품·음식숙박 올라

•   한국 6월 1~20일 수출: 6월 1∼20일 수출 7.5%↓…일평균 기준 16.2%↓

•   Japan May Convenience store sales: May convenience stores sales in Japan fall 10% amid virus impact

•   India Weekly Employment: Rural unemployment rate falls below 8%

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Order to Temporarily Suspend New H-1B, Other Visas

•   WSJ: Coronavirus Cash Needs Prompt Companies to Rethink Investments

•   WSJ: Apple Shares Plan at WWDC to Split With Intel, Power Macs With In-House Chips

•   WSJ: America Is Reopening. Coronavirus Tracing Apps Aren’t Ready.

•   WSJ: New York City Commuters Return as Phase Two of Reopening from Coronavirus Lockdown Begins

•   WSJ: Derby’s Take: Making Sense of a Contraction in the Fed’s Balance Sheet

•   WSJ: Newsletter: Raw Materials Rally Signals Quicker Recovery

•   WSJ: The New Normal of Everyday Life

•   NYT: Why a Rotting Green Bay Boardwalk May Help Solve America’s Jobs Crisis

•   NYT: Joe Biden's V.P. Pick: Who's in the Running

•   NYT: A Multibillion-Dollar Opportunity: Virus-Proofing the New Office

•   WP: Barring a landslide, what’s probably not coming on Nov. 3? A result in the race for the White House.

•   WP: The pandemic pushed small businesses online, but tech can’t replace being open

•   FT: Berlin and ECB signal end to legal impasse over bond-buying

•   FT: Johnson to overrule scientists and press on with lockdown easing

•   FT: Japan rushes UK to agree first post-Brexit trade deal

•   FT: UK government almost ran out of money, says BoE governor

•   FT: Will Lighthizer lead Trump into another trade war?

•   FT: US shale companies face $300bn in writedowns in Q2

•   FT: Fund suspensions underline liquidity mismatches

•   FT: Tough decisions loom for ‘giveaway’ chancellor Rishi Sunak

•   FT: Brexit: Why hopes are rising that EU and UK could find compromise

•   FT: Summer brings hope and fear to Britain’s beaches and seaside towns

•   FT: Putin aims for patriotic boost from victory parades

•   FT: EU-China meeting touched by frost as economic barriers grow

•   FT: France shows Europe can keep Covid-19 in check after reopening

•   FT: Zero-fee trading helps Citadel Securities cash in on retail boom

•   FT: Coronavirus: Sweden starts to debate its public health experiment

•   FT: Small US companies squeezed hardest by Covid-19 effects

•   FT: China’s migrant workers spurn cherished ‘hukou’

•   Bloomberg: Virus Surge Jolts Prospects for World Economy

•   Bloomberg: U.S. Preps for ‘Tremendous Burden’ of Flu, Covid Hit at Once

•   Bloomberg: China Accelerates Capital Market Reform to Counter Virus, U.S.

•   Bloomberg: How the Coronavirus Recovery Is Changing Cities

•   Bloomberg: Spain Weighs Major Boost to $113 Billion Loan Guarantee Plan

•   Bloomberg: Schwarzman Sees ‘Big V’ Economic Rebound in Next Few Months

•   Bloomberg: India’s Migrants Are Key to Restarting Modi’s Economy

•   Bloomberg: China Admonished by Europe Over Hong Kong, Virus, Economy

•   Bloomberg: Supreme Court Rejects Challenge to Trump’s 25% Steel Tariffs

•   Bloomberg: Beijing Outbreak Shows Covid-19’s Insidious Ability to Hide

•   Bloomberg: Most Popular Trade of U.S. Bond Market Has Now Gone Global

•   Bloomberg: Germany’s Virus Infection Rate Driven Higher by Local Outbreaks

•   Bloomberg: Italian Talk of Tax Cuts Risks Upsetting Europe’s Fund Plans

•   Bloomberg: Russia’s Huge Oil Cuts Help Drive Physical Crude Prices Higher

•   Reuters: Global dollar crunch appears over as central banks rely less on Fed backstop

•   CNN: Hajj pilgrimage 2020: Saudi Arabia limits numbers

•   CNBC: Larry Kudlow says a second wave of coronavirus cases 'isn't coming'

•   CNBC: WWDC 2020: Here's everything Apple just announced

•   CNBC: Here are all the big changes coming to your iPhone this fall

•   CNBC: The Fed’s corporate bond buying is stoking bubble fears

•   CNBC: There’s nearly $5 trillion parked in money markets as many investors are still afraid of stocks

•   CNBC: EU-China summit: investment, covid-19, climate and Hong Kong

•   CNBC: China has a 15-year plan to shape the future of tech. But some call it hype

•   CNBC: USD's demand as 'emergency dollar' could be waning, Deutsche Bank says

•   CNBC: Economic impact of India's coronavirus lockdown in four charts

•   CNBC: WHO says record coronavirus numbers is not just because of more testing

•   CNBC: Jim O'Neill: Era of stock buybacks could be over

•   Fox Business: Mortgage rates hit a 'sweet spot' — why it's the perfect time to refinance

•   SCMP: Virus just a blip for China’s belt and road, says ex-central bank chief

•   SCMP: Experts comb through Trump’s Xinjiang comments for clues on Hong Kong action

•   SCMP: China must make ‘real preparations’ for possible US financial sanctions

•   매경(P1): [단독] 외국인인력 쓰는 공장 90%가 생산차질

•   매경(P1): 文 "플랫폼 노동자 각별히 챙겨라"

•   매경(P1): 펀드 과세방식 바꾼다…모든 손익합산해 부과

•   매경: 해외펀드에 배당세 대신 양도세…손익합산으로 稅부담 감소

•   매경: 정부, 주식 거래세 줄이고 손익합산 계산기간 넓힐듯

•   매경: 주식 양도세 대상 확대하면 큰손들 연말 `매도폭탄` 우려

•   매경: 성윤모 "제조로봇 108개 공정표준화 앞당길 것"

•   매경: 대출 20조 받고, 투자 17조 줄여…`코로나 보릿고개` 버틴 기업들

※   한국경제연구원: 상장사 총차입금 올해 1분기 386.7조원, 작년 말보다 20.0조원 늘어

•   매경: `제주-이스타` `아시아나-현산`…항공사 M&A `노딜` 위기

•   매경: "1주택 양도세 감면 축소"…잇따라 군불 지피는 당정

•   매경: [Mobile World] 귀찮은 업무 몰아줘도 "넵"…로봇 대리, 일 좀 하네

•   매경TV: 두산솔루스·클럽모우부터 두산인프라코어까지 매물로 내놓은 두산그룹…그룹 회생 위한 자구안인가, 해체 수순인가

•   한경(P1): 전기차 '팀코리아'…정의선 주도 배터리 동맹, 삼성·LG·SK로 확장

•   한경(P1): 풀린 돈 121조…경기 살리라 했더니 주식·부동산만 달궜다

•   한경: 정부 56조·한은 65조 풀었지만…기업·가계, 투자·소비 되레 줄여

•   한경: "原電 생태계 이젠 끝장"…폐업 준비하는 부품사들

•   한경: 세계증시 달구는 수소차…'테슬라 돌풍' 이어받을까

•   한경: KT·KB증권 회사채 발행금리 '역대 최저'

•   한경: "보유·양도세 줄이자"…5월 아파트 증여 크게 늘어

•   한경: "서부선 뚫린다"…은평·관악 집값 벌써 '들썩'

•   한경: 金거래소 인수해 블록체인 강화…AI·로봇사업 확장…"한컴의 도전은 계속된다"

•   한경: [마켓인사이트]두산인프라코어 매각 '안갯속'.. "1조원 소송 리스크 부담"

•   서경(P1): [단독]2022년부터 '재정사업 성과관리 기본계획' 만든다

•   서경: 나라살림 2022년 600조···'성과지향 운용'으로 지출 구조조정

•   서경(P1): [단독]경기도, 여의도 70배 토지거래허가구역 추진···기획부동산 근절 조치

•   서경(P1): "6·17대책 후 재계약 안 해줘"...울고 싶은 세입자들

•   서경: "시급 1만원? 다 죽으란 소리"... 절박함에 호소 나선 자영업자

•   서경: 외인·기관이 개미보다 '단타' 더 친다

•   서경: 기울어진 '자금 운동장'... 가계 자산 75%가 부동산에 쏠려

•   조선(P1): 부산항 러시아선원 16명 확진, 접촉 160명 격리

•   조선(P1): 확성기 꺼낸 北, 판문점선언 연쇄파기

•   조선: 中태양광 모듈 수입 1년새 43% 폭증했다

•   조선비즈: LG디스플레이, 1년 기다린 광저우産 OLED 내달 양산... 실적 개선 시동

•   인베스트조선: 두산인프라 매각성사 가능성 희박…캐시카우 떼고 우발부채만 수천억

•   중앙: “코로나 이유로 재정지출 급증, 일본 잃어버린 20년 답습 우려”

•   동아: 벤처 키운다더니… ‘반쪽 CVC’ 되나

•   동아: 깜깜이 환자 늘고 지역감염 누적… “여름철 감소예측 빗나갔다”

•   동아: OECD 34개국 중 세번째로 싼 ‘전기요금 현실화’ 나선다

•   문화: “中의 경기부양·내수확대… 韓기업 신시장 진출 기회”

※   국제무역연구원: 2020년 중국의 6대 정책 방향과 시사점

•   머니투데이(P1): 후반전 대량 감염 위기에…박원순 '사회적 거리두기' 전환 검토

•   머니투데이: BAD'시나리오 향해가는 韓경제…심상찮은 코로나

•   더벨: 모트롤BG 매각, SI 불참 속 흥행 부진 우려

•   더벨: 물적분할 두산건설, 인적분할 ‘한번 더’

•   헤럴드경제(P1): 두산그룹·채권단, 중앙대-두산건설 패키지 매각 검토

•   헤럴드경제(P1): 얼어붙은 일자리…청년이 더 아프다

•   헤럴드경제: 삼성, 총수 공백시 133조 투자 차질

•   파이낸셜뉴스(P1): "이젠 K경제" 포스트 코로나 이끈다

•   파이낸셜뉴스: 두산인프라코어 'BW 풋옵션' 부담.. 매각 방침에 줄줄이 현금 상환 요청 [마켓워치]

•   파이낸셜뉴스: 갤노트20' 플랫·엣지 2개 모델로 나온다

•   아시아경제(P1): 전세계 코로나 2차 유행 조짐…'현금 방파제' 쌓는 기업들

•   아시아경제: 코로나 재확산 우려에 국내기업 비상 대응 "할 수 있는 건 다한다"

•   디지털타임스(P1): 돈줄까지 막힌 상장사… 1분기 20兆 `영끌 대출`

•   이데일리: 수명 늘리고 원가 줄이고… 미래 배터리 개발 ‘활발’

•   이데일리: 삼성전자, 올 2분기 실적 연내 최저 예상…영업益 6조 턱걸이

•   이데일리: [마켓인]“헐값매각 대신 밸류업”…두산그룹 매각전 새판 짠다

•   이데일리: 지원규모·적시성 '합격점'…대상 미스매칭·소통은 아쉬워

•   이데일리: 증권사 ELS총량제 `과도`…일정부분 규제 필요 `공감대`

•   이데일리: 추가 정부대책 1순위 "A급 이하 수요확충"

•   연합: 채권단 "두산그룹 친환경 에너지 사업 중심…이외는 정리"

•   뉴스핌: '자산매각 첩첩산중' 대한항공·두산重…정부가 동아줄?

•   아주경제: [중공업 전환 20년…두산 위기의 실체]①‘계열사 지원’ 희생양 된 두산중공업

•   아주경제: [중공업 전환 20년…두산 위기의 실체]②시장의 변화에 적응하지 못한 현실

•   아주경제: [중공업 전환 20년…두산 위기의 실체]③인프라코어 분리 매각에 힘 실린다

•   비즈니스포스트: 두산밥캣, 미국 주택시장 회복으로 하반기 실적 반등 가능

•   글로벌이코노믹: 수은, 채권단-두산, 중앙대 운영권 패키지 매각설...“사실 아냐”

•   뉴스포스트: 캠코 매각지원, 쌍용차 “참여 안 해” 두산그룹 “공식 입장 없어”

•   KHL: Construction output continues contraction in MENA region

•   건설경제: 산업硏 “하반기 건설투자 -1.4%···설비 투자는 1.8%↑”

※   산업연구원: "2020년 하반기 경제산업 전망"

•   OilPrice.com: Is BP Finally Moving Beyond Petroleum?

•   OilPrice.com: China's New Clean Car Rule Is Great News For Its Automotive Industry

•   ZDNet Korea: 日 수출규제 1년, '소부장 국산화' 잇단 성과

•   Phone Arena: Upcoming folding phones from Huawei and Xiaomi will reportedly use ultra thin glass

•   Robotics & Automation News: Analysis: Qualcomm’s new robotics platform raises a few questions

•   Robotics & Automation News: 6 Ways Autonomous Vehicles Will Impact Life As We Know It

•   로봇신문: 현대로보틱스, 독일 뮌헨에 유럽지사 설립

•   Nikkei Asian Review: Asia's post-pandemic rebuild offers rare shot at green reset

•   Nikkei Asian Review: Cash-strapped Japan Inc cuts share buybacks 78% amid pandemic

•   Economic Times: India's GDP to contract 3.1% in 2020: Moody's

•   Economic Times: View: India has to catch up in infrastructure and skill-building to play role in global supply chains

•   Economic Times: Coal India's dues from power sector crosses Rs 18,000 crore

•   Economic Times: India can reduce $8.4 billion imports from China over fiscal FY22: Acuite Ratings

•   Economic Times: India's economic recovery more likely to be 'U' or 'W' shaped and not 'V': Analysts

•   Livemint: India reports one of the lowest Covid-19 cases per lakh population in world: Govt

•   Business Standard: India likely to announce another set of fiscal stimulus measures: Fitch

•   Business Standard: India, China hold corps commanders level talks amid massive deployment

•   Folha de S.Paulo: Brazil has 601 New Deaths from Coronavirus and 16,000 New Cases

•   Moscow Times: Russia’s Coronavirus Recovery Plan Has No Space for Renewables

•   Jakarta Post: Govt expects unemployment to worsen, continue into next year

[Opinions]

•   Project Syndicate(Econ Films): Why is America First?

•   Project Syndicate(Ngozi Okonjo-Iweala): Reviving the WTO

•   Project Syndicate(Kaushik Basu): How the Pandemic Should Shake up Economics

•   Project Syndicate(Mauricio Cárdenas, Juan Lucas Restrepo): The Pandemic Must Transform Global Agriculture

•   Project Syndicate(Anne O. Krueger): What the Global Pandemic Response Is Missing

•   Project Syndicate(Ana Palacio): Multilateralism in a G-Zero World

•   FT(Gideon Rachman): India picks a side in the new cold war

•   FT(Ashley Nunes): Ride-sharing’s electric delusion

•   FT(Jonathan Wheatley): A wave of liquidity will continue to wash over emerging markets

•   FT(Lex): Chinese dollar debt: payment error

•   WSJ(Thomas J. Duesterberg): America Doesn’t Need an Industrial Policy

•   NYT(Paul Krugman): A Plague of Willful Ignorance

•   WP(Michael Gerson): Trump has raised the white flag in the fight against covid-19

•   Bloomberg(Bill Dudley): A $10 Trillion Fed Balance Sheet Is Coming

•   Bloomberg(Noah Smith): Japan’s Work Culture Gets a Needed Covid-19 Shock

•   Bloomberg(John Authers): Sub-Zero Landmark Spells Summer Heatwave for Gold

•   Bloomberg(Barry Ritholtz): Stock Market's Wild Mood Swings Can Be Explained by Mr. Spock

•   Bloomberg(Clara Ferreira Marques): China Faces a Rice Bowl Dilemma After Covid

•   Bloomberg(Lionel Laurent): The French Are in No Hurry to Return to Work

•   Bloomberg(James Stavridis): Trump’s Retreat From Germany Is a Victory for Putin

•   Bloomberg(Max Nisen): States Don't Need New Lockdowns to Cut Covid Spread

•   Bloomberg(Mark Gilbert): If U.S. Stocks Are a Bubble, They’re Hardly Alone

•   Bloomberg(Andrew Bailey): Central Bank Reserves Can't Be Taken for Granted

•   Bloomberg(Michael Lewis): The New Weapon in the Covid-19 War

•   CNN(Mary E. Lovely): Trump's removal of Hong Kong's special status hurts the US more than China

•   MarketWatch(Peter Morici): U.S. should sanction Chinese banks for repression in China

•   MarketWatch(Kishore Mahbubani): Why government is the solution, not the problem, for a weary and worried post-pandemic world

•   MarketWatch(Ed Yardeni, Jackie Doherty): Trump wants jobs coming back to the U.S. from China — but companies and consumers might disagree

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

•   아시아경제(정동욱): 안전 위한다면 월성원전 맥스터 증설 시급