Business Intelligence Monitor 200626

(Introduction)

[Markets]

•   Global: Equities gain, safe havens rise in choppy trading as virus cases surge

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 코로나 재확산 우려에 2%대 급락…2,110선 위태

•   한국: 동박 증설' 속도전…일진머티리얼즈·SKC 강세

•   Metals: Copper rises amid low inventories, Chile supply risks

•   Grains: Corn drops to 6-week low, soybeans sink on favorable U.S. weather

[Indicators]

•   Global Apr. Trade volumes: Pandemic causes ‘unprecedented’ fall in global trade

•   US Q1 GDP(final): U.S. GDP fell at a 5% rate in the first quarter, and the worse is likely on the way

•   US May Durable goods orders: U.S. durable goods orders climb 15.8% in May

•   US May Goods trade balance: : U.S. May Exports Sink to 11-Year Low as Imports Drop

•   US Weekly Jobless claims: U.S. Initial Unemployment Benefits Steady at 1.5 Million in June

•   US Weekly Mortgage rates: Mortgage rates hold steady at record lows — but can you really take advantage of them?

•   한국 6월 소비자동향: 소비자심리지수 두달째 상승세…"정책 대응·주가 상승 효과"

•   한국 주간 아파트 가격(감정원): 경기·인천 집값 더 올라…서울도 3주 연속 상승

•   Mexico Benchmark rates: Mexico Central Bank Cuts Rate Amid Forecasts Easing Will End

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Companies Agonize Over Reopening Timetables as Covid-19 Spreads

•   WSJ: Texas Pauses Reopening, as CDC Says Millions More May Have Had Coronavirus

•   WSJ: Trump Administration Tries to Temper Fears of Coronavirus Resurgence

•   WSJ: Fed Stress Test Finds U.S. Banks Healthy Enough to Withstand the Coronavirus Crisis

•   WSJ: Senate Passes Sanctions Bill on China Over Hong Kong Law

•   WSJ: White House Considers Broad Federal Intervention to Secure 5G Future

•   WSJ: Small-Business Aid Program Has Significant Fraud Risk, GAO Says

•   WSJ: Fed's George: Unclear What Fed Policy Will Need to Do Next

•   WSJ: Newsletter: New Restrictions, Unexpected Delays - Real Time Economics

•   NYT: Biden Builds Polling Lead in Battleground States, With Strength Among White Voters

•   NYT: How the Virus Won

•   NYT: Coronavirus Is a Crisis. Might It Also Narrow Inequality?

•   WP: Trump visits Wisconsin, where polls show Biden leading

•   WP: The ridiculous coronavirus denialism of Trump’s top economic adviser

•   WP: Treasury sent more than 1 million coronavirus stimulus payments to dead people, congressional watchdog finds

•   FT: ECB seeks to defuse row with German court over bond-buying

※   ECB: Account of the June monetary policy meeting

•   FT: India holds up Chinese imports after deadly border clash

•   FT: US warns UK over Huawei plan to spend £1bn on chip facility

•   FT: BoE risks losing credibility, warns former deputy governor

•   FT: Eurogroup candidates pitch rival visions for pandemic recovery

•   FT: Coronavirus data indicate UK infections continuing to fall

•   FT: EU competition chief urges more cross-border M&A

•   FT: A potential solution to one of the most difficult issues in Brexit is hardly a dead cert

•   FT: Pandemic brings Italy’s black market out of the shadows

•   FT: Spain to extend salary support until September for 2m workers

•   FT: Poland’s president Duda ignites culture wars in tough re-election bid

•   FT: Germany assumes EU presidency with renewed sense of purpose

•   FT: Trade deal with US could lower standards, manufacturers warn

•   FT: China expands coal plant capacity to boost post-virus economy

•   FT: Asia-Pacific makes a tentative return to international travel

•   FT: UK climate advisers push for 2032 ban on polluting cars

•   FT: Sichuan protest raises fears for China’s $3tn trust sector

•   Bloomberg: Kudlow Says U.S. Economy Won’t Shut Down Despite Surge in Virus

•   Bloomberg: U.S. Recovery Looks to Be Ebbing in States With Virus Outbreaks

•   Bloomberg: Traders Need to Be More Picky in Betting Against the Greenback

•   Bloomberg: Europe Is Approaching a Disastrous Economic Cliff Edge

•   Bloomberg: Unrest Is Changing the Way Americans Spend Money

•   Bloomberg: Why Cars, Chips and Clothes May Survive the Assault on Globalization

•   Bloomberg: France, U.K. Offer to Limit Digital Tax Scope After U.S. Threat

•   Bloomberg: Germany Weighs Measures Against U.S. Over Nord Stream Sanctions

•   Bloomberg: ECB Sets Up New Backstop for Central Banks Outside Euro Area

•   Bloomberg: South Africa Too Rich for Relief Even as Fiscal Reckoning Looms

•   Bloomberg: China’s Economy Continues Slow Recovery, Early Data Show

•   Bloomberg: China Shapes the Fears and Ambitions for Germany After Merkel

•   Bloomberg: Stiglitz, Roubini and the Post-Covid Capitalist Future (Podcast)

•   Bloomberg: Bank of Japan Likely to Cut Economic Forecasts Again on Covid-19

•   Bloomberg: Rupee (INR USD) to Crash Past Record: Former Reliance FX Head

•   Bloomberg: Boris Johnson Played Trump ‘Like a Fiddle, Too,’ Bolton Says

•   Bloomberg: India’s Animal Spirits in Deep Slumber Despite Economy Reopening

•   Bloomberg: Hidden Back Door Embedded in Chinese Tax Software, Firm Says

•   Reuters: Central banks have thrown many tools at coronavirus. What do they have left?

•   Reuters: Moderna eyes third quarter for first doses of potential COVID-19 vaccine with Catalent deal

•   Reuters: ECB can hold back on bond buys if markets calm, Mersch says

•   Reuters: Brazil registers 39,483 new cases of coronavirus, 1,141 deaths

•   Reuters: California governor declares budget emergency due to COVID-19 pandemic

•   Reuters: Workers demand investigation at Chile´s Codelco over coronavirus deaths

•   Reuters: India's auto and pharma sectors not ready to wean off China

•   CNN: GM cuts 700 jobs because of weak sales it blames on Covid-19

•   CNBC: U.S. hits highest single day of coronavirus cases at 45,500, breaking April record

•   CNBC: Wall Street executives brace for Biden win as Trump fades in polls

•   CNBC: IMF global financial stability: markets disconnect risks a correction

※   IMF: Global Financial Stability Report Update: Financial Conditions Have Eased, but Insolvencies Loom Large

•   CNBC: Apple will re-close 14 stores in Florida because of rising Covid-19 rates

•   MarketWatch: Race for a COVID-19 vaccine has drug makers scaling up manufacturing — before one is developed

•   MarketWatch: Mortgage rates hold steady at record lows — but can you really take advantage of them?

•   Fox Business: Extra $600 in unemployment benefits could expire before July 31 - here's why

•   SCMP: Explainer | Why are Indian and Chinese soldiers fighting with fists, sticks and rocks?

•   SCMP: China eases restrictions on foreign investors, but is it too little too late?

•   SCMP: Is there an upside for China in the US-EU tariff row?

•   매경(P1): 주식투자 수익 年2천만원 넘으면 과세

※   기재부: 제 8차 비상경제 중앙대책본부 회의 개최

•   매경: 1억 주식투자해 4천만원 벌면 세금 35만원→421만원

•   매경: 비과세 없애고 금융소득稅에 통합…펀드·주식·채권 손익합산 과세

•   매경: 국내주식 3천만원·해외 5백만원 수익땐 1250만원에 과세

•   매경: 韓 금융 소득세 구조 美·日·獨과 비슷해져

•   매경: 큰손들 양도세 피하려면…달러·금 `분산투자` 고려할만

•   매경: 장기투자 우대 쏙 빠져…美·英선 稅혜택 `대조`, 단타성 매매 심화 우려

•   매경: 결국 돌고돌아 부자증세…거래세 유지 `이중과세` 논란도

•   매경(P1): 유급휴일 포함 최저임금 계산은 합헌

•   매경: 日수출규제 1년…국산화 일부 성과냈지만 소부장 갈길 멀어

•   매경: 제조 벤처 1세대에 제조업 해법을 묻다

•   매경: 상장사 2분기 실적 `뜻밖의 선방` 예고…환율·비용절감 효과보나

•   매경: 3분기 전국 입주물량 11만 가구…성남수정·인천송도 많아

•   매경: 국토부 "文정부 서울집값 14% 상승"

•   매경: "입주 코앞인데 잔금대출 40%로 묶어" 분양자들 날벼락

•   한경(P1): [단독] 눌러도 뛰는 재건축…'6·17 규제'에도 강남·목동 1억 올랐다

•   한경(P1): 법까지 만들어 '플랫폼 산업' 규제 나선 공정위

•   한경: 서울 분양 '펄펄'…청약통장 16만개 몰려 역대 최대

•   한경: MF서 한국 성장률 낮췄지만…이주열 "성장 전망치 변화 없다"

•   한경: 5G 가입자 생각보다 안늘자…통신사 '진짜 5G' 미뤘다

•   한경: 하반기엔 기업 실적 좋아진다고?…"글쎄올시다"

•   한경: 만년 적자 기업은 불안…'수익성 뛰어난 유니콘' 찾아보니

•   한경: [마켓인사이트]두산건설, 신용등급 하향 검토 대상 제외됐지만…강등 가능성은 '여전'

•   서경(P1): "탈핵, 반쪽 공론화 책임"···정정화 사용후핵연료 재검토위원장 사퇴

•   서경: [단독]‘밀어서 잠금해제’ 이제 못쓰나?...삼성·애플 동시에 특허소송

•   서경: 中企경기 상반기도 암울했는데···"하반기 더 심각"

•   서경: 일단 질러?···올 투자경고종목 155개 작년 2배

•   조선(P1): 文 "北과 체제경쟁 오래전 끝나… 좋은 이웃 되길"

•   조선: "北의 한국 흔들기, 打韓壓美가 목적이었다"

•   조선: 김정은 한마디에… 당정 "종전선언 재추진"

•   조선비즈: 두산, 두산타워 담보 채권 1500억원 조기상환... 매각 작업 순항

•   조선비즈: [르포] 쌍용차 평택 공장 직원들 눈물 호소 "산은 회장님, 제발 신차 나올 때까지만 도와주세요"

•   인베스트조선: 푸르덴셜생명 이후 잠잠한 대형 M&A…기업재무설계사 자처한 IB

•   중앙: 갤럭시폴드2 가격도 반 접었다

•   동아(P1): [단독]에스퍼 “北위협 예의주시… 나쁜 행동엔 보상 안한다”

•   동아: “올 소비자물가 작년보다 낮은 0.3% 상승”

•   동아: 속도 못내는 40조 기안기금… “지원 골든타임 놓칠라” 우려

•   문화: 주민에 빚 떠안기는 참여형 태양광 발전사업

•   문화: [단독]檢 “이재용 기소 수사심의위 결과 보고 판단”

•   문화: “기본소득 지급땐… 2060년 복지비용이 GDP 절반”

•   머니투데이: [단독]"내 연금 괜찮나"…'국민연금 지급보장' 재추진

•   머니투데이: 1인가구' 맞춤형 정책...공유주택·로봇·간편식 활성화

•   머니투데이: 마이너스 돌아선 물가…절반은 국제유가 폭락 탓

•   머니투데이: 기업 27%, "코로나 위기 계속되면 고용 줄이겠다"

•   머니투데이: 상장사 실적 바닥논쟁 '2분기 저점' vs '3분기 이후에나'

•   머니투데이: 6월 중간배당 미실시 기업 속출…2020년 배당투자 기피종목은

•   더벨: 물적분할 두산건설 논현동 사옥 매각, 원매자 북적

•   더벨: 네오플럭스, 2차전지 '티에스아이 IPO' 기대 고조

•   헤럴드경제(P1): 삼성, 반도체 생태계 확장…‘K칩 시대’ 이끈다

•   헤럴드경제: [IT선빵!] “너무 안 팔려서”…스마트폰 시장, 재고소진發 ‘폭탄세일’

•   헤럴드경제: SKT, 5G·양자암호 기반 ‘스마트플랜트’ 만든다

•   헤럴드경제: 강기윤 “탈원전 피해보상 논의하자” 국회 특위구성 제안

•   파이낸셜뉴스(P1): [단독] 은행, 신용대출 문턱 높인다

•   파이낸셜뉴스(P1): 민간 샌드박스 첫발… 재외국민에 비대면 진료

•   파이낸셜뉴스: "시세는 1억, 공시가는 2억 차이" 신축 아파트에만 과도한 잣대

•   파이낸셜뉴스: 여전채 늘어나니 P-CBO 인기 시들

•   아시아경제: 은행엔 돈 넘쳐나는데…기업은 빚내도 돈 없어 '아우성'

•   이데일리(P1): [폭탄된 사모펀드]라임은 시작에 불과…타짜에 당하는 투자자

•   이데일리: 업종별 차등임금 두고 평행선…법정시한 4일 남긴 최임위 '헛손질'

•   이데일리: [최저임금 우려하는 中企]②인건비 감당 못해 줄도산 '우려'

•   이데일리: [최저임금 우려하는 中企]③"생존 위기…최저임금 동결해야"

•   연합: 오늘부터 '대한민국 동행세일'…계란부터 자동차까지 모두 할인

•   EBN: 화학·에너지업계, 신재생에너지 사업 진출 '가속'

•   EBN: 두산건설 매각, 초장부터 험로

•   EBN: 두산 자산매각 '제값 받기' 분투…시장은 "글쎄"

•   팍스넷뉴스: 네오플럭스 인수전, 신한 이어 하나금융도 참여

•   오마이뉴스: 대법원, 두산중공업 통상임금 소송에 300억원 지급 판결

•   일요신문: ‘집주인-세입자 입장차’ 두산건설 논현동 사옥 매각 딜레마

•   Power Engineering: EPC Best Practices during COVID-19 and beyond: Friday’s webcast tackles challenges for utilities and contractors

•   reNews: Renewables uptake ‘driving down’ EU emissions

•   reNews: UK offshore wind 'cheaper than new nuclear'

•   reNews: OWC expands into South Korea

•   reNews: Largest solar plant in Italy plugs into the grid

•   Renewables Now: Solar system costs in US to go down faster than projected - WoodMac

•   에너지경제: 한전, 해외 석탄화력발전사업 강행할 듯...26일 이사회서 결정

•   에너지경제: 올해 국내 에너지수요 ‘석탄·석유·신재생’ ↓ ‘가스’는 ↑

•   에너지경제: 전력거래소 ‘2019년도 전력시장 통계’ 발간

※   전력거래소: 2019년도 전력시장 통계

•   에너지경제: 코로나19·저유가, ‘발전용 천연가스’ 경쟁력 키운다

•   Construction Equipment: Covid-19 Effect on Economy is Still Negative: AEM

•   OilPrice.com: Oil And Gas Activity Collapses In Q2: Dallas Fed Survey

•   전자신문: 발전 공기업 빚, 문재인 정부 들어 20조 늘었다

•   전자신문: [이슈분석] 시스템반도체 육성전략 1년…"업계에 '훈풍' 불었지만, 인력·툴 지원 더 강화해야"

•   전자신문: [이슈분석]여전히 취약한 시스템반도체 생태계

•   전자신문: 무협, '포스트 코로나19 유럽 경제전망' 웨비나 열어

•   ZDNet Korea: 삼성, 갤노트20에 처음으로 'LTPO 디스플레이' 채택

•   ZDNet Korea: 5배 빠른 '5G급 와이파이' 6GHz시대 열린다

•   Phone Arena: Xiaomi's foldable patent uses its front and rear cameras simultaneously

•   Inside EVs: U.S.: Plug-Ins Account For 5.1% Of New Passenger Cars In January-May 2020

•   Robotics & Automation News: Realtime Robotics partners with Siemens to simplify integration of robotic workcells

•   Robotics & Automation News: Siemens provides its expertise to Volkswagen to develop digitized electric car production

•   Robot Report: SUHNER ROBOTools include new end effectors for industrial machining

•   Cobot Trends: How robots are succeeding -- and failing -- in the world of logistics

•   Nikkei Asian Review: SoftBank CEO Son to step down from Alibaba

•   Nikkei Asian Review: ASEAN to devise post-COVID plan for 'long-term immunity'

•   Nikkei Asian Review: Japan and South Korea catching China in startup race: report

•   Mainichi: Japan household assets down 0.5% on virus-hit stock prices

•   Livemint: India, China agree to keep  phone lines  open

•   Livemint: India nudges its power firms to end Chinese contracts

•   Business Standard: Housing sales may dip 81%, new launches expected to fall 98%, says report

•   Business Standard: Indian exporters raise concerns of tit-for-tat measures by Chinese side

•   Moscow Times: Russians Rushing Back to Work as Pre-Virus Life Returns

•   Jakarta Post: Consumer goods firms grow in Q1 amid economic crisis

•   Jakarta Post: Energy ministry’s budget cut by a third to Rp 6.2 trillion

•   Myanmar Times: Govt to allocate K1.5 trillion in COVID-19 support next year

[Opinions]

•   Project Syndicate(Chris Patten): The China “Constrainment” Doctrine

•   Project Syndicate(Mariana Mazzucato, Antonio Andreoni): No More Free-Lunch Bailouts

•   Project Syndicate(Michael J. Boskin): America’s Uncertain Recovery

•   FT(Editorial Board): IMF downgrades are a warning to the world

•   FT(Editorial Board): The battle to be Asia’s premier financial centre

•   FT(Philip Stephens): Russia cannot afford another 15 years at war with the west

•   FT(Martin Sandbu): Welcome the wokeness of the Federal Reserve

•   FT(Jamil Anderlini): Beijing would prefer another term of Trump chaos to a Biden presidency

•   FT(Sophie Huynh): How to invest when ‘safe’ assets are no longer really safe

•   FT(Alan Beattie): Can the EU’s carbon border tax work for farming?

•   FT(Mike Coffin): Net-zero goals for oil companies do not tell the whole story

•   FT(James Pickford): Is UK property sold on misplaced optimism?

•   FT(Vera Songwe): Africa needs its own ‘repo’ market

•   FT(Henry Kaufman): US capitalism has been shattered

•   FT(Stephen Cecchetti): If the Fed puts its stress test results in the shadows, it will backfire

•   FT(Jude Webber): López Obrador’s anti-corruption push is failing

•   WSJ(Walter Russell Mead): 70 Years After the War, No Resolution in Korea

•   NYT(Paul Krugman): America Didn’t Give Up on Covid-19. Republicans Did.

•   NYT(Nicholas Kristof): Trump Is Feeding America’s Coronavirus Nightmare

•   WP(Greg Sargent): Trump is in deep trouble, new polls show. But he has one hidden advantage.

•   WP(Vladimir Kara-Murza): Putin has already decided the outcome of Russia’s sham plebiscite

•   Bloomberg(Daniel Moss): Don't Repeat This Crisis Error Once Dark Hours Pass

•   Bloomberg(Mac Margolis): China Laps the U.S. in Latin America with Covid Diplomacy

•   Bloomberg(Brian Chappatta): Big Short on Malls Is the Only Distressed Game in Town

•   Bloomberg(John Authers): Mega-Caps Looking Too Pricey? Meet the 99% Club

•   Bloomberg(Ferdinando Giugliano): ‘Smart Lockdowns’ Are the Future in Europe

•   Bloomberg(Karl W. Smith): Invest in Public and Private Infrastructure Right Now

•   Bloomberg(Ramesh Ponnuru): Fed Repeats Error of 2008 With Tight Money

•   Bloomberg(Nir Kaissar): Worried About Inflation? Don't Change a Thing

•   Bloomberg(Matthew A. Winkler): Tesla Overtaking Toyota Reflects Market Shift to Tech

•   CNN(Kent Sepkowitz): Covid-19 is increasing at warp speed in the US

•   CNN(Martha Galvezm, Corianne Payton Scally): Time is running out for America's most vulnerable renters

•   MarketWatch(Michael Brush): A lot of bad news is converging on the stock market — here’s how to deal with it

•   한경(황정수): 삼성의 반도체 복합위기는 '현재 진행형'

•   문화(사설): 北核대응·탈원전 國調도 못 하면 국회 존재 이유 없다