Business Intelligence Monitor 200624

(Introduction)

[Markets]

•   Global: Stocks rally on upbeat data, trade reassurances; dollar weakens

※   Nasdaq sets new high, up 3% from pre-COVID record

※   U.S., European PMI data beat consensus

※   White House assures U.S.-China trade deal still intact

※   Stocks, oil, gold climb; dollar dips

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures flat after Nasdaq Composite notches new record

•   한국: 코스피, 소폭 상승 마감…2,130선 회복

•   한국: [특징주] 일진다이아, 두산퓨얼셀 등 국내 수소차 관련주 강세

•   Metals: Copper up on China demand, low inventory

•   Grains: Corn drops to 3-week low, soybeans sink on good U.S. crop weather

[Indicators]

•   Global Q1 Merchandise trade: WTO says record trade plunge could have been worse

※   WTO: Trade falls steeply in first half of 2020

•   US Q2 Commercial construction index: COVID-19 Causes Largest Drop in Construction Confidence Index in History

•   US May New home sales: New home sales surged in May as buyers scrambled to find properties for purchase

•   US·Europe·Japan Jun. PMI: Global Economy Shows Signs of Pulling Out of Its Slump

•   South Africa Q1 Employment: South Africa’s Jobless Rate Hit 17-Year High Before Lockdown

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: The Big U.S. Stock Indexes Are Telling Different Stories

•   WSJ: Fauci Says Health Officials Haven’t Been Told to Slow Coronavirus Testing

•   WSJ: Coronavirus Job and Death Toll Is Widespread in Michigan

•   WSJ: Lawmakers Ask Fed to Help Businesses Struggling to Make Mortgage Payments

•   WSJ: Delivery Firm Got PPP Loan Even as Demand Rose During Pandemic

•   WSJ: Newsletter: Signs of Recovery

•   WSJ: Apple Is the Newest Chip Giant in Town

•   WSJ: How Much Covid-19 Cost Those Businesses That Stayed Open

•   WSJ: China Trade Deal ‘Fully Intact,’ Trump Says, as Top Adviser Stirs Confusion

•   NYT: Bars, Strip Clubs and Churches: U.S. Virus Outbreaks Enter Unwieldy Phase

•   NYT: EU May Ban Travel from US as it Reopens Borders, Citing Coronavirus Failures

•   NYT: Virus Gains Steam Across Latin America

•   NYT: How Joe Biden Is Catching Up to the Trump Money ‘Juggernaut’

•   NYT: Are Companies More Productive in a Pandemic?

•   WP: Trump says he backs second round of stimulus checks, but divisions in GOP remain

•   WP: Trump’s immigration restrictions hit one country hard: India

•   WP: Trump’s new restrictions on foreign workers, explained

•   FT: Boeing tells supplier to cut deliveries

•   FT: Bullish investors pull $105bn from US money market funds in four weeks

•   FT: Investors warn Brazil to stop Amazon destruction

•   FT: Reflation trades need more than just air

•   FT: Relaxation of English lockdown ‘not risk-free’, warns chief adviser

•   FT: UK’s post-Brexit financial rules add pressure on EU over market access

•   FT: EU carbon credit prices roar back as traders bet on intervention

•   FT: UK’s smallest firms have borrowed more than £28bn via state-backed scheme

•   FT: Why does the UK always pin its hopes on Germany?

•   FT: UK income inequality was rising for two years before Covid-19 crisis

•   FT: One in 6 UK auto jobs at risk once furlough ends, says trade body

•   FT: PMIs: perpetually misleading indicators?

•   FT: Salmon-linked Covid-19 outbreak risks causing havoc to food trade

•   FT: Trump vs Biden: who is leading the 2020 US election polls?

•   FT: EU admits it has been hard to implement GDPR

•   FT: Insurers join World Bank to help small businesses in poorer nations

•   FT: Boris Johnson takes England out of ‘national hibernation’

•   FT: Turkish opposition mayors outshine Erdogan with ‘kindness’ campaigns

•   FT: Coronavirus and personal debt: the Americans living on a ‘knife edge’

•   FT: UK citizens’ climate assembly urges green stimulus post lockdown

•   Bloomberg: How China Is Tightening Its Grip on Hong Kong's Economy

•   Bloomberg: Mnuchin Says Stimulus May Pass Congress in July to Boost Economy

•   Bloomberg: Japan Struggles to Pump Out $2 Trillion in Virus-Response Aid

•   Bloomberg: Relaxed ‘Hukou’ Rules Spark China Housing Rebound Beyond Beijing

•   Bloomberg: Stiglitz Urges Capitalism Rethink as Roubini Invokes Stagflation

•   Bloomberg: Reinhart Says Emerging-Market Troubles Top Those of Rich Nations

•   Bloomberg: Fink Cautions Virus Impact on Small Businesses Still Unknown

•   Bloomberg: Pimco’s Roman Sees U.S. Inflation Remaining Low for Years

•   Bloomberg: Trump’s Re-Election Prospects Are Threatened by Economic Misery

•   Bloomberg: In Perennial Economic Crisis, Argentina Faces Worst Year Yet

•   Bloomberg: Lighthizer’s Prescription in a Pandemic Is More U.S. Tariffs

•   Bloomberg: African Trade Deal to Push Ahead Even If Another Virus-Wave Hits

•   Bloomberg: Ireland to Nominate EU Trade Chief Hogan for Top Post at WTO

•   Bloomberg: Bullard Doesn’t See Adoption Pending of Yield-Curve Control

•   Bloomberg: $1 Trillion Task at BOE Is Daunting Ambition for Bailey Era

•   Bloomberg: Indonesia Wants Central Bank to Share More of Stimulus Burden

•   Bloomberg: Navarro Knee-Jerk Shows How Sensitive Markets Are to Trade Talk

•   Bloomberg: Americans Will Soon Need Extra Money They Saved in Lockdown

•   Bloomberg: Mercedes Will Use Nvidia Technology in All Cars From 2024

•   Bloomberg: Future of Copper Production Thrown Into Doubt by Worker Cuts

•   CNN: Can Corporate America really change?

•   CNN: 30% of shale oil companies could go belly up if crude stays this cheap

•   CNN: Apple is about 20% away from being worth $2 trillion

•   CNN: India suspends three China business deals as border tensions rise

•   CNN: China vows to respond after US targets more state media outlets

•   CNBC: Germany is struggling with more coronavirus outbreaks

•   CNBC: Zombie jobs: 9 million jobs at risk in Europe after support schemes

•   CNBC: South Africa's Ramaphosa warns that 'difficult days lie ahead'

•   CNBC: Some shoppers are shunning foreign goods due to virus risk, research claims

•   CNBC: U.S.-China trade deal will hold for now, former Trump trade negotiator says

•   CNBC: ADNOC announces $20.7 billion energy infrastructure investment deal

•   MarketWatch: Is Robinhood making money off those day-trading millennials? Well, yes. That’s kind of the point.

•   MarketWatch: Scientists estimate the speed and distance of coronavirus transmission when people cough, sneeze, speak — and run

•   MarketWatch: White House ‘very seriously considering’ another stimulus bill — here’s how the CARES Act has impacted poverty rates

•   SCMP: China takes second swing at Go West dream, but has it learned its lessons?

•   SCMP: Chinese developer to start trials in UAE for Covid-19 vaccine candidate

•   SCMP: Coronavirus outbreak at Beijing market ‘coming to an end’, health expert says

•   SCMP: China keen to know Japan’s ‘attitude’ before any Trans-Pacific trade deal talks

•   SCMP: Cracks appear at the grass roots of China’s banking system with two bank runs

•   매경(P1): 최저임금 25%인상땐 일자리 55만개 증발

※   한국경제연구원: 2018년 최저임금 인상으로 저임금근로자 일자리부터 타격

•   매경: "해외 공장은 고용유연성이 매력"…일자리 15만개 빼앗겼다

•   매경: 친환경차發 실업대란 불보듯…현대차만 5천여명 위기 내몰려

•   매경: 격변의 韓제조업…車산업부터 사회적 대타협 이끌어내야

•   매경(P1): 실업자 127만명인데 추경엔 155만명 반영

•   매경: 노후PC 교체가 디지털 뉴딜?…계획없이 예산만 배정한 사업도

•   매경: [단독] 3차추경 한시가 급하다더니…1차추경 10%도 못쓴 사업 수두룩

•   매경(P1): `친노조 ILO 법안` 국무회의 의결

•   매경: 슈퍼여당 믿고 親노조법안 밀어붙이는 정부

•   매경(P1): 잇단 사고…은성수 "사모펀드 전수조사"

•   매경: 1년새 환매중지 펀드만 3조원…자본시장 신뢰 위기에 칼 빼들어

•   매경: 셀트리온 서정진 "코로나 치료제 7월 16일부터 인체 임상"

•   매경: 이재용 현장경영 잰걸음…"사업환경이 삼성 한계 시험하고 있다"

•   매경: 코로나 쇼크 심각하지만…대한항공, 기안기금 받는 시기 고심

•   매경: 계속된 일자리 참사…맞벌이도 줄었다

•   한경(P1): [단독] 실업급여 '펑펑'…고용보험기금, 결국 연말 바닥난다

•   한경: 전기요금 개편, 하반기로 연기

•   한경: [단독] 증권거래세 폐지 안 한다…단계적 인하키로

•   한경: 서부발전, 신재생에너지 발전량 비중…2030년까지 25%로 늘린다

•   서경: 민주노총 "'고용·임금' 주고받기는 과거 방식"

•   서경: [단독] '수주절벽' 현대重 임원승진 '0'명···조직 통폐합·슬림화

•   서경: [단독] ‘6·17 대책’ 發 법인 급매물···서울 못 잡고 지방 때린다

•   서경: [시그널] 두산인프라코어 매각 '1순위'···채권단 "연말까지 팔아라"

•   서경: [단독] 클럽모우CC의 ‘숨은 땅’ 매각흥행···두산중공업 자산매각 물꼬 틀 듯

•   조선(P1): "운 좋으면 정규직, 이게 K직고용"

•   조선: 일본 수퍼컴 9년만에 1위… 한국은 아직도 0대

•   조선: 똑같이 주는데 재분배 효과 있겠나… 진보 내부서도 반대 목소리

•   조선: OECD 평균의 절반인 한국 복지비, 20년후엔 평균 넘는다

•   조선: 서로 칼 겨눈 한·일 '경제쇄국' 1년… 결론은 둘 다 손해

•   조선: 아파트 지을 땅이 없다

•   조선: 환경부 "산업부의 온실가스 감축 방안 구체성 떨어져"

•   조선비즈: 대출한도 줄지만 분양가도 싸질 대전·청주… "로또열풍 확산하나"

•   인베스트조선: "그래서 두산은 무엇을 하겠다는 겁니까"

•   중앙: "4년내 전기차 시대" 이 절박감이 4대총수 짝짓기 이끌었다

•   중앙: 반·디업계 “일본이 잠자던 한국을 깨웠다”

•   동아(P1): 16명 확진 이어… 부산 또 다른 러 선박서도 1명 감염

•   동아: ‘SOC투자 시대착오적’이라더니… 내년 예산 24조 넘을 듯

•   동아: 제주도 “5G 기반한 글로벌 ‘드론 특구’ 만든다”

•   문화(P1): 文정부 3년 서울아파트값 52% 급등

•   문화: 최저임금 올렸지만…서울서 아파트 사려면 43년 걸린다

•   문화: 아세안+한·중·일 ‘통화스와프’ 발효

•   문화: 국내 U턴 기업, 7년간 71곳뿐… 공장 정상가동은 절반 그쳐

•   문화: 일감 마르는 대형건설사, 공공주택사업 수주 경쟁

•   한국(P1): 트럼프, 외국인 취업 봉쇄… 한국 주재원ㆍ유학생 비상

•   국민(P1): 집값 오르고 청약 막막… 갭투자 ‘큰손’ 된 30대

•   한겨레: ‘25년간 수익성 -85억’…한전, 인니 석탄발전 강행하나

※   9개 국제환경단체는 22일 미 일간지 워싱턴포스트에 석탄발전소 굴뚝과 문재인 대통령의 얼굴, “이것이 한국의 그린뉴딜인가?”라는 문구를 담은 전면 광고를 실어 한국의 해외 석탄투자 계획을 비판

•   경향(P1): 코로나가 앞당긴 석유의 시간

•   머니투데이(P1): 文 "코로나 안정, 수도권에 달렸다" 3단체장과 방역대책회의

•   머니투데이: [단독]'쓰레기 분리수거사' 1만843명…세금으로 일자리 만든다

•   머니투데이: 韓기업들 '탈중국'바람…동남아 직접투자 금액이 中 넘어서

•   머니투데이: "대기업→금융 계열" 민간 경제연구소의 진화

•   머니투데이: 코로나발 리쇼어링, 굿바이 '세계화' 임박했을까

•   머니투데이: "테슬라 게섯거라"…현대·기아차 이제는 전기차 강자

•   머니투데이: 1.2억달러…장난감 대신 주식 직구한 개미들

•   머니투데이: 두산重 남아공 석탄화력발전소 EPC 공급 계약일 하반기로 연기

•   더벨: 모트롤BG 매각 순항할까…시장선 '반신반의'

•   더벨: 추가 분할 앞둔 두산건설, 매각 속도낼까

•   헤럴드경제(P1): “토지거래허가구역 ‘전세 2~3개월 남은 집’ 구매 가능”

•   헤럴드경제: C-쇼크 완성차업계, 임금협상 ‘폭풍전야’

•   헤럴드경제: “친근한 조력자”로 변신…삼성전자, IoT 플랫폼 전면 개편

•   파이낸셜뉴스(P1): 비대면의 힘… 카뱅, 정책대출도 앞서간다

•   파이낸셜뉴스(P1): 유명희 통상교섭본부장, WTO 사무총장 출사표

•   파이낸셜뉴스: 서울 이미 100대 1인데… 불난 청약 시장에 ‘기름’ 부었다 [6·17대책 후폭풍]

•   파이낸셜뉴스: 삼성·대치·청담·잠실 1년간 토지거래허가제.. '갭투자' 발 못붙인다 [6·17대책 후폭풍]

•   파이낸셜뉴스: 너도나도 "현금 달라"… ‘복지 중독’에 재정 휘청

•   파이낸셜뉴스: "月10만원 받으려면 부가세 15% 더내야… 이게 기본소득의 진실" [정치권 휩쓴 기본소득 논쟁]

•   파이낸셜뉴스: 또 서울 간 현금부자… 수억 오른 강남 아파트 나오는 족족 팔려

•   파이낸셜뉴스: 2030년 해외 청정수소 도입… 30개 기업·기관 손잡았다

•   아시아경제(P1): 역대최대' 35조원 규모 3차 추경, 열흘 미만 졸속심의 불가피

•   아시아경제(P1): 日언론 "수출규제 되레 일본기업에 역풍됐다" 진단

•   아시아경제: 올해 TV시장 작년 대비 8.6% 감소, 프리미엄 TV는 선전

•   아시아경제: 친환경 에너지 외 정리?‥채권단 압박에 속타는 두산

•   디지털타임스(P1): 풀린 돈, 투기에 묶였다

•   이데일리(P1): 노동계가 꺼내 든 임금동결 카드 노동시장 양극화 해법될까

•   이데일리(P1): 경기 `나이키형` 더딘 회복…"A급 축소 등 보수적 투자"

•   이데일리: 10명 중 7명 "업종·기업별 금리 차별화…양극화 더 확대될 것"

•   이데일리: 하반기 포트폴리오는?…절반이 "현행 유지"

•   이데일리: 더 보수적인 '큰손' 연기금…여전채는 관심無

※   연기금들은 회사채 가운데 2단계 이상 등급이 떨어질 것으로 예상되는 기업에 두산중공업(034020)을 가장 많이 꼽았다.

•   이데일리: 韓경제, 올해 역성장 불가피..내년엔 '3%대' 전망

•   이데일리: 기업 어려우면 한은이 지원"…한은법 개정 논란

•   이데일리: “독일·영국·호주도 집값 잡으려고 공급 늘린다”

•   이데일리: 투자처 못찾은 돈‥통장 잔액 한달새 30조 폭증

•   연합: 김정은, 대남 군사행동계획 보류…중앙군사위 예비회의 결정

•   뉴시스: 삼성전자 스마트폰 하반기 탄력받나…"3분기 최대 기회"

•   뉴스핌: [리포트 브리핑]두산퓨얼셀, '아직 배고프다' 미제시 - 한국투자증권

•   뉴데일리: 스마트폰 '물량 경쟁' 치열… 삼성·애플, '플래그십→가성비' 전환

•   EBN: 딜레마 빠진 두산그룹 자산매각

•   이뉴스투데이: [단독] 두타, 조용만 대표까지 나선 ‘착한 임대료’ 뒤통수 때리기

•   팍스넷뉴스: 배드컴퍼니 분할' 두산건설 매각 여전히 '험로'

•   톱데일리: 두산그룹 '친환경 에너지'? 몸집은 반토막, 수익은 1/5

•   미디어SR: [기업과 재단, 두산 편 ①] 한 눈에 보는 두산재단

•   미디어SR: [기업과 재단, 두산 편 ②] 두산연강재단, 인재 양성의 토대부터 닦는다

•   미디어SR: [기업과 재단, 두산 편 ③] '투명' 강조해온 두산, 재단 운영은 투명성 '미흡'

•   Windpower Monthly: Energy giants join forces to accelerate floating wind

•   FuelCellsWorks: Plug Power Inc. Completes Acquisitions of United Hydrogen and Giner ELX, continuing to execute on its five-year plan - FuelCellsWorks

•   투데이에너지: 동서발전·대원그룹·경동都, 100MW 수소연료전지 개발

•   Equipment Journal: Bobcat debuts the E165: its largest excavator yet - Equipment Journal

•   OilPrice.com: Shale Giant On The Brink Of Bankruptcy Receives Federal Lifeline

•   전자신문: 국제수소포럼 2일 킨텍스서 개최...'수소모빌리티+쇼' 박람회 연계 국내외 전문가 참여

•   전자신문: 로봇으로 '비대면' 검체 채취…감염병 확산 예방

•   Phone Arena: TSMC has already replaced Huawei orders cancelled by U.S. ban

•   Hannover Messe News: With AI and IoT through the crisis

•   Robotics & Automation News: ForwardX Robotics launches robots-as-a-service for its warehouse automation solutions

•   Robotics & Automation News: Piab creates 3D models of all its robot end-of-arm tools

•   Robotics Tomorrow: How Robots Are Changing On-Site Construction

•   Robot Report: Companion robots needed during COVID-19 crisis more than ever

•   Robot Report: Third Wave Automation raises Series A round for ‘shared autonomy’ forklift

•   Nikkei Asian Review: Samsung sued by Panasonic-Sony OLED venture over patents

•   Mainichi: Asia-Pacific ministers hold trade talks, India return in focus

•   Economic Times: Shutting India's doors to other countries will not help: CEA

•   Economic Times: India’s top adviser sees V-shaped recovery if virus is contained

•   Economic Times: India’s trade deficit with China at 5-year low

•   Livemint: Coronavirus cases in India cross 4.4 lakh but over 10,000 recoveries in 24 hours

•   Livemint: Unlock 1.0: May, June witness to green shoots of economic revival, says govt

•   Livemint: India, China agree to disengage in all problem areas of eastern Ladakh

•   Business Standard: Covid-19 to dent India's FY21 per capita income by 5.4%: SBI report

•   Folha de S.Paulo: 1 in 5 Cities in Brazil See Accelerated Growth of Covid-19 Cases

•   Moscow Times: Russia Will Raise Taxes on Top Earners, Putin Announces

•   Jakarta Post: Indonesia seeks to attract firms departing China

•   Jakarta Post: Energy ministry expects oil and gas lifting to reach 1.91 million boepd in 2021

•   Jakarta Post: KPU presses on with December elections despite turnout concerns

[Opinions]

•   Project Syndicate(Sergei Guriev): Sergei Guriev Says More…

•   Project Syndicate(Stephen S. Roach): The COVID Shock to the Dollar

•   Project Syndicate(Mohamed A. El-Erian): Post-Pandemic Economic Leadership Begins in America

•   Project Syndicate(Daron Acemoglu): The Great Debt Cleanup

•   FT(Martin Wolf): The dangerous war on supply chains

•   FT(Martin Sandbu): US complaints about global digital taxes should fall on deaf ears

•   FT(Robin Wigglesworth): Long live Jay Powell, the new monarch of the bond market

•   FT(Robert Smith): Credit defaults are soon to sweep across Europe, like the US

•   FT(Katie Martin): Distressed markets are masters of disguise

•   FT(Lex): Apple/Intel: semi-charmed life

•   FT(Lex): Yield curve control: interest rate state

•   NYT(Michelle Goldberg): America Is Too Broken to Fight the Coronavirus

•   NYT(Paul Bodnar, Tamara Grbusic): Your Climate Disaster Tax Bill Is Growing

•   WP(Rana Ayyub): India’s coronavirus crisis shows Modi is not up to the task

•   WP(Sergio Peçanha): These numbers show that black and white people live in two different Americas

•   Bloomberg(Bill Dudley): The Fed’s Risky Business Is Worth It

•   Bloomberg(Noah Smith): Day Traders Will Have Fun Until They Get Wiped Out

•   Bloomberg(Narayana Kocherlakota): How Structural Racism Has Shaped the Fed’s Leadership

•   Bloomberg(John Authers): A Weaker Dollar Is Just What the World Needs

•   Bloomberg(Barry Ritholtz): The Stock-Market Recovery Makes a Lot of Sense

•   Bloomberg(Marcus Ashworth): Bank of England Wants to Remove the QE Punch Bowl

•   Bloomberg(Ferdinando Giugliano): A Central Pillar of the EU Is Under Threat

•   Bloomberg(Hal Brands): Here’s Why China Wants Trump to Win

•   Bloomberg(Bobby Ghosh): Erdogan’s Ambitions for Turkey in Libya Are Growing

•   CNN(David Axelrod): Joe Biden frightens Donald Trump

•   MarketWatch(Mark Hulbert): The Fed Model is almost always bullish, which makes it a perfect face for this too-good-to-be-true stock market

•   조선(사설): 원전 부품산업 고사 직전, 중국산 태양광은 전성시대