Business Intelligence Monitor 200625

(Introduction)

[Markets]

•   Global: Equities sink, bonds edge higher on fears of pandemic wave

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, '경기 회복·北 이슈' 급등…2,160선 회복

•   한국: 원화 강세…9일만에 다시 1100원대

•   Metals: Copper choked by rising coronavirus cases

•   Grains: Soybeans, corn slump on good U.S. crop weather, economic concerns

[Indicators]

•   Germany Jun. Ifo business Climate Index: German and French business sentiment recovers at record pace

•   Turkey Benchmark rates: Turkey’s Rate Cutting Cycle May Be Near an End, Banks Say

•   Thailand Benchmark rates: Bank of Thailand Sees 8.1% Contraction, Pledges More Support

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Coronavirus Cases Are Accelerating Across U.S.

•   WSJ: Governors Take New Actions as Coronavirus Cases Surge

•   WSJ: IMF Downgrades Already-Glum Economic Outlook Due to Coronavirus

※   IMF: World Economic Outlook Update, June 2020

•   WSJ: Coronavirus Cases Top 9.1 Million Globally; Second Wave Hits Seoul

•   WSJ: The Urgency of Returning to Full Employment

•   WSJ: Bankruptcy Is Extra Burden for Some Job Seekers

•   WSJ: Newsletter: Signs of Growth, Reasons for Caution

•   NYT: From China To Germany, the World Learns to Live With the Coronavirus

•   NYT: Pandemic May Force New York City to Lay Off 22,000 Workers

•   NYT: What Is Owed: Without Economic Justice, There Can Be No True Equality

•   NYT: Biden Takes Dominant Lead as Voters Reject Trump on Virus and Race

•   WP: The shift of the coronavirus to primarily red states is complete — but it’s not that simple

•   FT: US businesses and states start to slow economic reopening

•   FT: Ocasio-Cortez overcomes Wall Street foes to win primary

•   FT: Brussels warns new US tariff threat over Airbus will harm both sides

•   FT: Trump visa ban stokes stranded Indians’ fury

•   FT: US petrol consumption jumps as Americans hit the road

•   FT: Brussels signals compromise possible in ‘level playing field’ talks

•   FT: Tens of millions of migrant workers face job losses and poverty

•   FT: Turkey faces threat of MSCI downgrade to ‘frontier’ market

•   FT: Red shades for risk appetite

•   FT: Iran warns exporters as it seeks to stabilise falling rial

•   FT: South Africa’s budget deficit to soar as economy contracts sharply

•   FT: EU delays reform to futures market by a year

•   FT: Unite warns of income hit from rising unemployment

•   FT: Barack Obama brings his support to Joe Biden’s presidential campaign

•   FT: Trump eases environmental rules during pandemic

•   FT: Trump hits out at China and Democrats at latest rally

•   FT: Pound is becoming an emerging market currency, says BofA analyst

•   FT: Air pollution rebounds in Europe’s cities as lockdowns ease

•   FT: Coronavirus latest: Goldman CEO warns of overvalued markets, long term uncertainty

•   FT: Spain’s tight budget puts squeeze on coronavirus response

•   FT: Can the German economy pull Europe out of the coronavirus crisis?

•   FT: Nuclear developers press for ‘prompt’ decision on new UK plants

•   Bloomberg: China’s Virus-Safety Demand Is Latest Hurdle to Trade Deal

•   Bloomberg: Citi’s Fraser Warns Asia Consumer Not ‘Firing on All Cylinders’

•   Bloomberg: Modi Looks Inward to Save Indian Economy as Crisis Bites

•   Bloomberg: Kim Jong Un’s Erratic Behavior Shows North Korea Is Stuck

•   Bloomberg: China’s Timeline on Deadly Border Clashes Differs From India’s Account

•   Bloomberg: World’s Second-Highest Real Rate Could Be Here to Stay for Egypt

•   Bloomberg: The Pandemic’s Worst-Case Scenario Is Unfolding in Brazil

•   Bloomberg: Americans Are Avoiding Stores Again in New Virus Hot Spots

•   Bloomberg: Drive for the World’s Biggest Free-Trade Deal Hits Bumps

•   Bloomberg: U.S., EU Discuss Restarting Travel After Bloc Considers a Ban

•   Bloomberg: Fed’s Evans Says Intermittent Virus Outbreaks Will Slow Economy

•   Bloomberg: France Outlines New Virus Furloughs That Could Run for Two Years

•   Bloomberg: Spain Gets Governor’s Nudge for Plans to Boost $113 Billion Aid

•   Bloomberg: Four Years After the Vote, Brexit Still Haunts U.K. Stocks

•   Bloomberg: Central Banks Write How-to Guide to Better Assess Climate Risks

•   Bloomberg: Iran Nuclear Program: Rouhani Ready to Work With IAEA Inspectors

•   Bloomberg: Merkel’s Popularity Surge Puts German Greens on the Back Foot

•   Reuters: Exclusive: Trump administration says Huawei, Hikvision backed by Chinese military - document

•   CNN: America's economy is trying to recover. Trump's latest moves won't help

•   CNBC: WHO warns coronavirus still hasn't 'reached its peak' in Americas

•   CNBC: EIU: U.S. presidential election odds now firmly in Biden's favor

•   CNBC: Germany faces ‘crucial’ test over whether it can contain major coronavirus outbreaks

•   CNBC: Thousands of seafarers are stranded at sea amid coronavirus shutdown

•   CNBC: Nearly 1.1 million Americans on unemployment face risky jobless period

•   CNBC: Apple Store: Seven Houston, TX stores re-closing due to Covid-19

•   CNBC: This is when major companies say many employees will start coming back to the office

•   CNBC: Apple iPhone sales in China drop in May after rebound

•   MarketWatch: Stock-market investors are suddenly spooked by rapidly rising coronavirus cases in the U.S. Here’s why

•   MarketWatch: Fauci says in 40 years of dealing with viral outbreaks, he’s never seen anything like COVID-19

•   Fox Business: Trump backs second coronavirus stimulus check but could face challenge from some Democrats, Republicans

•   Fox Business: Extra $600 in unemployment ends next month as millions of Americans remain out of work

•   Fox Business: How Trump could turbocharge the economy with radical tax cuts – thanks to the Supreme Court

•   SCMP: China’s shadow banking in vogue as assets grow for the first time since 2017

•   Global Times: Beijing's swift response lauded as mixed virus infection routes emerged at early stage

•   Global Times: Huawei opens flagship store in downtown Shanghai

•   매경(P1): [단독] 론스타 "韓정부 9500억에 타협하자"

•   매경(P1): [단독] 부가가치세 간이과세…기준 완화해 대상 확대

•   매경: 코로나 위기맞은 영세사업자 稅경감 확대…세수는 年수천억 줄듯

•   매경: 국세수입 줄고 잇단 감세법안…나라곳간 `세수 펑크` 경고음

•   매경(P1): 31조원 SK바이오팜 공모주 청약 신기록

•   매경: "北, 11월前 ICBM 쏠 가능성 적어…`트럼프 응징` 걱정할것"

•   매경: 6·17 대출 규제에…수도권 `줍줍` 늘어날듯

•   한경(P1): 올 한국 경제성장률 -2.1%…IMF, 두달 만에 또 낮췄다

•   한경(P1): 빚내 버텼는데 '연체 폭탄' 째깍째깍…식당·술집이 쓰러진다

•   한경: 재난지원금 효과는 한달 반짝…2금융권마저 등 돌려 '발동동'

•   한경: 생계급여 등 복지수당 내년부터 줄줄이 오른다

•   한경: "기본소득 도입해야 빈부격차 완화" vs "오히려 빈곤율만 높일 것"

•   한경: 4차 산업혁명發 일자리 감소는 거짓…기본소득으로 해결? 과대망상일 뿐

•   한경: 코로나 사태로 정부 역할 확대…기본소득으로 일자리 불안 해소를

•   한경: 대기업 직원까지 기본소득 지급?…취약층 복지 사각지대 해소가 우선

•   한경: 기본소득은 '공유富'에 대한 배당금…불평등·양극화 해소에 기여할 것

•   한경: 한국 '고용 없는 성장' 굳어진다

•   한경: 이낙연 "증세 언급은 내년에나"

•   한경: 외환보유액 4000억弗 넘는데…외평채 또 찍는다

•   서경(P1): [이슈앤 워치] 과잉 규제법안 봇물···이게 일하는 국회인가

•   서경(P1): 2025년 부가가치 11조달러···'디지털 트윈' 기술 선점해

•   서경: 지멘스 '가상공장' 세워 제조혁신...한국도 국가차원 전략 필요

•   서경: "디지털트윈 완성하려면 지도데이터 제공 규제 풀어야"

•   서경: [단독] '6·17 대책'에 추첨제 물량 65% 급감···더 멀어진 30대 청약

•   서경: [단독]민주당, SOC펀드에 세제혜택 부여...시중자금 흡수한다

•   서경: 코로나치료제 개발 레이스...누가 웃을까

•   조선(P1): [NEWS&VIEW] 김정은 남매 '6월 협박극' 노림수는 제재완화

•   조선: 北, 내부단속 쇼… 평양까지 3개월 식량배급 끊겨 민심 폭발 직전

•   조선: 한·미·중 관계 판흔들기… 침묵하던 김정은 움직인 3가지 이유있다

•   조선: 탈원전 정책 수립 과정… 감사원, 위법성 감사 착수

•   조선: 두산重 신용등급 떨어져… 차입금 314억 상환 압박

※   한국신용평가: 두산그룹 계열사 정기(수시)평가 결과 - 신용도 하방압력 지속, 경영 개선안의 진행과정과 이에 수반될 펀더멘탈 변화 주시

•   조선비즈: 삼성·UNIST, ‘반도체 집적도의 역설’ 해결 실마리 네이처 발표… “초격차 기술”

•   조선비즈: 韓 제조업 노동생산성 금융위기 후 줄곧 내리막

※   한국은행: 글로벌 금융위기 이후 제조업 노동생산성 둔화 요인 분석

•   조선비즈: 블록체인으로 투표⋅기부 모든 과정 기록… 정부, 2022년까지 시스템 구축

•   인베스트조선: 미래사업 1순위 된 2차전지…관련 매물 찾기 분주해진 재계

•   동아(P1): “코로나 실업 악화땐 45만 가구 1년안에 적자 내몰리게 될것”

※   한국은행: 「금융안정보고서」(2020년 6월)

•   문화(P1): “核협상 2019년에도… 北, 核활동 계속했다”

•   문화: <현안 인터뷰>제임스 김 “中 수출의존도는 줄이고 美엔 ‘경제 동맹’ 상기시켜야”

•   한국(P1): 코로나 2차 대유행 대비… 무증상 10일 계속되면 퇴원

•   서울: 공기업도 대기업도 ‘공정’이 화두

•   세계(P1): “미래성장, 탄소 없는 수소경제에 달렸다” [2020 세계에너지포럼]

•   세계: “수소경제 구축해야 에너지 전환 성공… ‘그린뉴딜’ 중추 될 것” [2020 세계에너지포럼]

•   세계: “종합적 정책 통해 수소 활용도 높여야” [2020 세계에너지포럼]

•   세계: 수소 패권 노린 日, 실용화 박차… 韓은 남는 전력 활용 극대화 [2020 세계에너지포럼]

•   세계: “수소는 포스트 코로나시대 효율적 에너지 수단” [2020 세계에너지포럼]

•   세계: “수소경제 정착 위한 정책 최선” “21대 국회, 그린뉴딜 관심 높아” [2020 세계에너지포럼]

•   경향(P1): 방치된 노동 양극화 ‘을 대 을 사투’ 촉발

•   머니투데이(P1): [단독]금속노조, 현대重·대우조선 유럽 합병 심사에도 개입한다

•   머니투데이: 차 부품사 6곳 내연기관 대신 수소·전기 택했다

•   머니투데이: EU 문턱 못 넘으면…세계1위 토종 조선사 탄생 왜 안될까?

•   머니투데이: 文 정부 집값 상승률 52%라고?.."중간값의 오해"

•   더벨: 자산 매각 1호 그룹 상징 '두타몰', 본계약 임박

•   헤럴드경제(P1): 쓸 곳은 넘치는데 稅수입은 위축…중기 재정계획 전면 수정 불가피

•   헤럴드경제: ‘토지’ 이름 달았지만…사실상 주택거래허가제 ‘논란’

•   헤럴드경제: 정부, 돈 풀어 노사정 대타협 이끈다

•   헤럴드경제: 증권거래세·양도세 언제쯤 얼마나…당정, 폭·속도 ‘온도차’

•   파이낸셜뉴스(P1): 민노총의 일방통행… 한노총 "관행 깼다"

•   파이낸셜뉴스: "정부가 집값폭등 보증한 셈"… 호가 수억 뛴 삼성·대치·청담·잠실 [현장르포]

•   파이낸셜뉴스: "채권시장안정펀드 투자 대상에 비우량 일반회사채까지 늘려야"

•   아시아경제: [인터뷰]"미·중 1단계 무역합의 깨질 일 없다…트럼프 최고 치적"

•   디지털타임스(P1): 여기저기 `불쑥`… 정부, 또 집값만 키웠다

•   디지털타임스(P1): [전문가 긴급대담] "한국판 뉴딜, 미래 세대에 빚 폭탄"

•   이데일리(P1): 이재용 기소 타당성 따지는 검찰 수사심의위 이틀 앞으로

•   이데일리: 규제 폭탄에도 집값 들썩이자…당정, ‘똘똘한 한 채도 중과세’ 만지작

•   이데일리: 전문가 49% “하반기 집값 상승”…15%만 “하락”

•   뉴시스: 정부, `3020에너지 전환' 모델 전남 해상풍력발전조성 적극 지원

•   뉴스핌: 이사날 잡고 분위기는 '싸늘'…현대重·두산重, 고강도 이삿짐 줄이기

•   뉴스투데이: [재계 현장에선] 한화이글스의 두산베어스 인수, 가능한 시나리오일까?

•   한스경제: [단독] ‘두산家’ 조수애, 남편 박서원 인스타 언팔+사진 삭제... 무슨 일?

•   reNews: COVID-19: Energy transformation 'key to recovery'

•   Windpower Monthly: Robots could help run offshore wind farm repairs

•   For Construction Pros: Where Does the Infrastructure Bill Stand?

•   건설경제: ［제7회 봉형강 세미나 2020］하반기 건설시장, 공공↑ 민간↓

•   MINING.com: Demand for EV raw materials to spike – report

•   전자신문(P1): 삼성 '갤시리즈' 하반기 총출격..."스마트폰 반등 꾀한다"

•   전자신문(P1): 일본 수출규제 1년…당정 '소부장 2.0 전략' 추진

•   전자신문: [이슈분석]포스트 코로나 '착한기업'에 돈 몰린다…ESG 시장 급성장

•   전자신문: [이슈분석]코로나19 겪으면서 ESG 채권 발행 1년 반 만에 65배↑…은행·카드·캐피털 잇달아

•   전자신문: 수소연료전지 성능 높인 신개념 전극 촉매 대량합성법 개발

•   Robotics & Automation News: Country Garden builds ‘world’s first’ robot restaurant in China

•   로봇신문: 산업부, '로봇활용 표준공정모델'로 로봇 보급 나선다

•   로봇신문: 일본 야스카와전기 자회사 '아이큐브 디지털', 7월 공식 출범

•   로봇신문: 일본 '치토세 로보틱스', 시급 980엔 로봇 노동력 서비스 런칭

•   Nikkei Asian Review: Japan presses UK on speedy trade talks for end-of-year deal

•   Nikkei Asian Review: Xi takes China back 40 years with India scuffle

•   Nikkei Asian Review: China, the US and the post-virus international order

•   Mainichi: Japanese drugmaker Rohto to begin stem cell clinical test for COVID-19 in August

•   Mainichi: BOJ policymakers voice concerns over risk of deflation

•   Livemint: Indian Railways may not resume its normal operations till mid-August. Here's why

•   Livemint: Indian economy sees a mild recovery from April’s lows

•   Business Standard: India GDP could contract 5.3% due to coronavirus 'disorder': India Ratings

•   Folha de S.Paulo: Brazil Records 1.364 Deaths by Covid-19 in 24 Hours, Second Highest Daily Value ever Recorded

•   Jakarta Post: Government places $2.12b in state-owned banks to accelerate economic recovery

•   Jakarta Post: Indonesia looks to sign RCEP this year to support economic recovery

•   Jakarta Post: Government won’t sell zero-coupon bonds to Bank Indonesia: Sri Mulyani

•   Jakarta Post: AIIB projects gradual economic recovery for Indonesia as virus causes ‘temporary dip’

•   Myanmar Times: Budget deficit for fiscal 2020-21 in Myanmar at K6.8 trillion

[Opinions]

•   Project Syndicate(Landry Signé): Africa Is More Resilient Than You Think

•   Project Syndicate(Saadia Zahidi): What Today’s Bailouts Can Do for Tomorrow’s Economies

•   Project Syndicate(Nouriel Roubini): The Main Street Manifesto

•   Project Syndicate(Kent Harrington): Chairman Kim Goes Back on Script

•   Project Syndicate(Zhang Jun): Explaining China’s Economic Resilience

•   FT(Editorial Board): A risky awakening from Britain’s hibernation

•   FT(Patrick Jenkins): Corporate rescues should come with strings attached

•   FT(Tom Butler): Covid-19 crisis will bring change to mining industry

•   FT(David Pilling): Death to the CFA franc. Long live the CFA franc

•   FT(Karen Petrou): The Fed must address the penalties for ‘banking while black’

•   FT(Patti Waldmeir): How coronavirus reminded me that life is a risky business

•   WSJ(Holman W. Jenkins, Jr.): Coronavirus Was a Punch in the Mouth

•   NYT(Editorial Board): The Jobs We Need

•   NYT(Editorial Board): The Coronavirus Is Still Raging. Trump Remains in Denial.

•   NYT(Thomas L. Friedman): China and America Are Heading Toward Divorce

•   Bloomberg(Conor Sen): Investors Won’t Be Happy on Election Night

•   Bloomberg(Noah Smith): Millennials Can’t Afford Homes After Exiting the Basement

•   Bloomberg(John Authers): The Great Value Rebound Was Another Head Fake

•   Bloomberg(Clara Ferreira Marques): Putin Puts His Post-Covid Comeback to a Vote

•   Bloomberg(Jonathan Bernstein): Did Trump Really Slow Down Coronavirus Testing?

•   Bloomberg(Tae Kim): Big Tech Isn't the Only Loser in Trump's Visa Freeze

•   CNN(Lakshman Achuthan, Anirvan Banerji): Yes, we're in a recession. But the stock market's rally still makes perfect sense

•   MarketWatch(Pierre Briançon): These indicators are meaningless to markets — here’s why they don’t mean much

•   조선비즈(안재만): 수소에너지 정책, 이번 만큼은 백년대계로 가야