Business Intelligence Monitor 200630

(Introduction)

[Markets]

•   Global: Wall Street leads stocks' rebound, sterling dips

※   Deaths from COVID-19 reached half a million on Sunday

※   Sterling drops on infrastructure funding concerns

※   Boeing up 14%, boosts industrial stocks

※   Macro 백업표

※   Industry 백업표

•   US: Treasury 5-Year Yield Falls to Match Record Low

•   한국: 코스피, 외국인·기관 '팔자'에 1.9% 하락 마감…2,100선 아래로

•   Metals: Copper heads higher as coronavirus constricts Chilean supply

•   Grains: Corn, wheat end higher ahead of USDA reports; soy also firms

[Indicators]

•   US May Pending home sales: U.S. Pending Home Sales Post Record Gain, Exceed All Forecasts

•   Eurozone Jun. Economic sentiment index: Europe Slowly Picks Up Pieces After Virus Shattered Economy

•   Germany Jun. CPI: German Inflation Picks Up More Than Expected on Services Costs

•   UK May Mortgage approvals: UK mortgage approvals slump to new record low - BoE

•   한국 5월 사업체노동력: 지난달 제조업 6만9000개 일자리 사라졌다

•   한국 5월 중소제조업 가동률: 기계음 나던 공장엔 정적만...가동률 금융위기 후 최저

•   한국 5월 주택 인허가·미분양: 정부는 충분하다지만 ··· ‘공급절벽’ 우려 여전

•   한국 6월 BSI: 코로나에도 6월 기업심리 개선…"정책효과·경제활동 재개 영향"

•   Japan May Retail sales: May retail sales fell sharply in Japan as emergency declaration stunted demand

•   India Weekly Employment: India’s urban unemployment stays high, fresh lockdowns in states to extend pain

•   Argentina Apr. Economic activity index: Argentine Economy Plunges More Than Expected After Lockdown

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Cases Surge Amid Strains on Hospitals

•   WSJ: India Blocks Chinese Apps, Including TikTok, Following Border Clash

•   WSJ: Trump Wasn’t Briefed on Russian Bounty Intelligence Because It Wasn’t Verified, White House Says

•   WSJ: Fed Chairman Says Economy Faces ‘New Challenges’ from Virus

•   WSJ: Fed’s Daly Calls Economic Outlook ‘Uncertain’

•   WSJ: Fed Opens Lending Program for New Issuance of Corporate Debt

•   WSJ: Governments Roll Back Coronavirus Trade Barriers

•   WSJ: Newsletter: How Will Consumers Respond to New Coronavirus Cases?

•   WSJ: BP Exits Petrochemicals Business in $5 Billion Deal

•   NYT: Two Friends in Texas Were Tested for Coronavirus. One Bill Was $199. The Other? $6,408.

•   WP: As U.S. soars past 2.5 million coronavirus cases, Pence urges Americans to wear masks, social distance

•   WP: The coronavirus is mutating

•   WP: Millions track the pandemic on Johns Hopkins’s dashboard. Those who built it say some miss the real story.

•   WP: Top CEOs say business fallout from coronavirus will extend through 2021

•   FT: Wall Street banks net record fees for pandemic fundraisings

•   FT: Gilead to charge governments $2,340 for remdesivir

•   FT: US left off EU list of nations exempt from virus travel ban

•   FT: EU travel troubles show difficulties of post-pandemic reopening

•   FT: Blue-sky hopes tested by Covid clouds

•   FT: Merkel offers olive branch to ‘frugal four’ over EU crisis fund

•   FT: Recriminations fly between EU and UK over financial services

•   FT: UK farmers win concession on post-Brexit agricultural trade policy

•   FT: Emmanuel Macron touts green credentials after vote defeat

•   FT: EU trade commissioner Phil Hogan abandons interest in WTO role

•   FT: Trade Secrets’ predictions for 2020

•   FT: New North American trade pact launches under a cloud

•   FT: Household deposits soar by record amount as lockdown hits spending

•   FT: Latin America ‘to lose 20 years of progress’ in poverty reduction

•   FT: Biden energy policy not based in reality, says Harold Hamm

•   FT: EU fund performance forecasts ‘failed Covid-19 test’

•   FT: Why Beijing is rushing to push through Hong Kong security law

•   FT: Defection of white seniors is troubling sign for Trump

•   FT: ‘Large demand gap’ looms for US government bonds

•   FT: Prices are rising faster than official figures suggest

•   FT: Hydro plants first line of defence in battle to keep Britain’s lights on

•   FT: How Switzerland’s ABB plans to shake off ugly duckling image

•   Bloomberg: China Set to Approve Hong Kong Security Law, Risking U.S. Anger

•   Bloomberg: China to Impose Visa Ban on Americans Interfering in Hong Kong

•   Bloomberg: Indonesia’s V-Shaped Recovery Looks Elusive as Infections Spike

•   Bloomberg: China Seals Off County of 400,000 to Stem Beijing Cluster

•   Bloomberg: Workers Who Fled Indian Cities Don’t Want to Return

•   Bloomberg: Brazil’s Job Loss Less Dramatic Than Forecast as Economy Reopens

•   Bloomberg: Reviving Britain’s Economy Is Tough With an Aging Workforce

•   Bloomberg: Africa Seeking Another $44 Billion to Fight Coronavirus

•   Bloomberg: Japan Temporarily Blocks South Korean WTO Dispute Request

•   Bloomberg: Spain Gears Up to Convince EU It Can Spend Recovery Funds Wisely

•   Bloomberg: IMF Says South Africa Loan Talks Occurring at Measured Pace

•   Bloomberg: China Has $139 Billion Mountain to Climb to Meet U.S. Trade Deal

•   Bloomberg: U.K. Plans Record Bond Sales With Outlook Clouded in Uncertainty

•   Bloomberg: Virus Upends $87 Billion of Deals in Sign of Corporate Fears

•   Bloomberg: Why Oil Tanker Market May Take Trump’s Sanctions In Stride

•   Bloomberg: Copper Heads For Best Quarter Since 2010 as Supply Worries Mount

•   Bloomberg: More Copper Workers at Codelco Falling Ill

•   Reuters: U.S. ends defense exports to Hong Kong, looking at more restrictions

•   Reuters: Local lockdown ordered in English city of Leicester over high COVID infection rate

•   Reuters: ECB stimulus plan meets court requirements: German finance minister

•   Reuters: Daily coronavirus cases in India near 20,000 as Mumbai extends lockdown

•   Reuters: Special Report: Into the fog - How Britain lost track of the coronavirus

•   Reuters: All tangled up: China confusion leaves scrap metal stranded overseas

•   Reuters: Chinese companies take record 50% of global equity raising in first half of 2020

•   CNN: Thousands of UK consumers locked out of accounts linked to German firm

•   CNBC: Coronavirus: Nearly half the U.S. population is without a job

•   CNBC: CDC says U.S. has 'way too much virus' to control pandemic as cases surge across country

•   CNBC: WHO warns coronavirus pandemic is speeding up as countries ease lockdown rules

•   CNBC: ECB could boost bond buying by another trillion euros, economist projects

•   CNBC: America’s relationship with Germany may never be the same again, Berlin warns

•   CNBC: UK needs 'Rooseveltian' approach to the economy, Boris Johnson says

•   CNBC: Apple's next iPhone won't include a charger or headphones: Kuo

•   MarketWatch: The Nasdaq isn’t just beating the Dow and S&P 500, it’s having one of its best first halves ever against its stock-market peers

•   MarketWatch: Watch out for these 3 new coronavirus symptoms

•   SCMP: China’s military is world’s first to use experimental coronavirus vaccine

•   SCMP: US downgraded to ‘medium risk’ for China investment as relations turn sour

•   SCMP: Review | Will China’s debt-fuelled economic bubble eventually pop?

•   SCMP: Chinese county censured over illicit tax collection amid local fiscal woes

•   SCMP: ‘World’s largest swimsuit maker’ shuts China factory as virus clouds exports

•   매경(P1): [단독] 檢, 삼성물산 공격했던 엘리엇 `무혐의`

•   매경: 親盧 박남춘 인천시장도 반기…"文정부 부동산 규제 비현실적"

•   매경: "규제 시행 전 막차 타자"…잠실 집값 신고가 속출

•   매경: 마주 달리는 韓·日…WTO·자산 현금화 7월에도 가시밭길

•   매경: 코로나로 더 썼는데 교부세·지방세는 줄어…올 지방채 발행 8.5조 역대 최대

•   매경: [하반기 달라지는 것들] 車개소세 인하 연장…인터넷 갈아탈때 `해지` 필요없어

※   기재부: 2020년 하반기부터 이렇게 달라집니다 책자발간

•   매경: EU 무역위원 출마 포기에 유명희 `WTO 도전` 청신호

•   매경: 고리원전 정지 3년만에…`엉터리 해체안` 내놨다

•   매경: `노사정 대타협` 30일 합의문 발표할듯

•   매경: SK이노, 美조지아주에 배터리 2공장 짓는다

•   매경: 삼성반도체 라인 코로나에도 끄떡없는 이유

•   매경: 개미 주식 月거래대금 181조 `역대최고`

•   매경: "너무 올랐다" 거품론에 악재 여전…7월 증시는 쉬어갈듯

•   매경: 애플 주가 최고치 찍자…LG이노텍 `방긋`

•   매경: [World & Now] 눈앞에 다가온 韓·日 최저임금 역전

•   한경(P1): [단독] 22년 만에…민노총 참여 '노사정 대타협' 초읽기

•   한경: 삼성 수사심의위원 과반이 법률가…"여론재판 아니었다

•   한경: 日, 보복 선언에도…'수출 불허' 소극적이었다

•   한경: "리쇼어링 정책은 한계…니어쇼어링이 해답"

•   한경: 반기문 "대통령 직속 환경 관련 위원회 통폐합해야"

•   한경: 공공시설 유휴부지·섬 등 활용…충남·전남, 태양광 발전 늘린다

•   한경TV: 300조 규모 그린뉴딜 특별법, 민간풍력발전 개발 가속화

•   서경(P1): 최저임금 후폭풍···대기업 우수협력사도 폐업

•   서경: 노사, 법정시한까지 최저임금 요구안조차 안내...도 넘은 '힘겨루기'

•   서경: 전통산업 시총 70조 줄어들때 신산업은 100조 늘었다

•   서경: 핵폐기물 '공론화' 뒤에 숨은 정부...이러다가 월성 원전 멈춰설 판

•   서경: 홍남기 "국가채무 증가속도 빠른 건 사실...내년까진 지금처럼 갈 수 있다"

•   서경: 더 불어난 개인실탄...예탁금 50조 넘었다

•   서경: [마켓브리핑] 단기자금 현금상환 이어져… 재무건전성 확보 나선 기업들

•   조선비즈: 트럼프, 폴란드와 코로나 후 첫 정상회담 "원전 수주 총력전"...한국은?

•   중앙(P1): 일본의 반격…한국산 탄산칼륨 덤핑 조사 돌입

•   중앙: 출퇴근이 사라진다, 저커버그도 강추하는 재택근무

•   중앙: “접촉은 감소, 접속은 확대…보이는 관리는 줄어도 디지털 통제는 더 강화”

•   동아(P1): 민주화 이후 첫 ‘상임위 독식’

•   동아(P1): 코로나 피할 길은 기간-인원-장소 ‘3분산’ 여름휴가

•   동아(P1): 일자리-학교 쏠림에… 수도권 인구, 非수도권 첫 추월

•   동아: 외통위, 64분만에 추경안 예비심사 끝내… 산자중기위, 정부안보다 40% 증액 의결

•   동아: 日 고위 당국자 “징용문제-수출규제 동시해결 가능”

•   동아: “포퓰리즘 정치로 한일기업 희생” “징용문제 풀 국회입법 필요”

•   문화(P1): 진보서도 “정부 부동산대책 실패”…조기숙 이어 참여연대도 비판

•   문화: 韓 반도체소재 업체들, 주가 2배로…대형 수요처 잃은 日기업들은 급락

•   문화: 애플 뛰는데… ‘글로벌 M&A 경쟁’ 발목잡힌 삼성

•   한국(P1): 日 수출규제 1년… 소부장 국산화 ‘전화위복’ 속 핵심소재 日의존 여전

•   한국(P1): 외지인 ‘묻지마 쓸어담기’에… 충북 등 지방 미분양 급감

•   국민(P1): 개미, 주식 양도세 ‘독박’… 기관·외국인만 웃는 세제개편

•   머니투데이(P1): [단독] 현대차 주62시간 근무 허용…코로나 보릿고개 넘는다

•   머니투데이(P1): [단독]4대강보다 많은 신도시 토지보상금? 아파트 '땅' 준다

•   머니투데이: 절로 옮겨붙은 집단감염…약발 떨어진 생활속 거리두기

•   머니투데이: 위용 드러낸 국내 최대 태양광발전소..한양, '솔라시도' 준공

•   더벨: 코로나19 특수' 사라진 M&A 시장

•   더벨: 대우산업개발, 두산건설 인수 제안...매각 탄력받나

•   더벨: 두산인프라코어, 호재에도 웃지 못하는 이유

•   더벨: 두산건설, 논현동 사옥 '콜옵션' 행사하나

•   헤럴드경제(P1): 씨 마른 전세…매매가 전세를 추월했다

•   헤럴드경제(P1): USMCA 5년 유예 가닥…현대·기아차, 시간 벌었다

•   파이낸셜뉴스: 외국인, 상반기 주식 26조 팔고 채권 41조 담았다

•   파이낸셜뉴스: LNG값 사상 최저… 석탄 대체 빨라지나

•   아시아경제: 한·일 갈등 1년…불매운동·코로나19에 고사위기 항공산업

•   디지털타임스(P1): 삼성·LG 20만원대 `가성비폰`

•   이데일리: 지원 줄고 규제는 늘고… 제도변경 앞둔 ESS업계 ‘속앓이’

•   연합: 강기윤 의원 "신한울 3·4호기 취소 아닌 보류, 한수원 답변"

•   연합: 한전 오늘 이사회…인도네시아 석탄화력발전 사업 운명 결정

•   이투데이: 두산솔루스, 헝가리공장 승인 완료…매각가 오를까

•   아주경제: [A급 회사채도 옥석 가린다]①예고된 양극화...코로나19는 부추겼을 뿐

•   아시아투데이: 미얀마, 코로나19 제한조치 7월 중순까지 연장…한국기업인 예외입국 허용

•   아이뉴스24: 매각 이슈 두산솔루스, 유럽 전지박 사업에 담보·채무보증…왜

•   reNews: Clean power companies 'failing on human rights'

•   에너지경제: 전기요금 개편 무산...한전, 자금조달 길 막히나

•   투데이에너지: 신재생 공급의무비율 확대 등 E정책 대폭 바뀐다

•   Industrial Vehicle Technology: Russia starts using 5G network on autonomous mining dump trucks

•   CNET: Even the coronavirus can't stop 5G's momentum

•   전자신문: 2024년 블록체인으로 부동산공부 열람...국토부, 플랫폼 구축 착수

•   전자신문: 삼성전자, 노키아 턱밑 추격...화웨이, 美제재에도 점유율 상승

•   디지털데일리: 삼성전자, 5월 글로벌 휴대폰 시장 한달만에 1위 탈환

•   Phone Arena: Samsung has an ultra-affordable 5G handset in the works... for 2021

•   Robotics & Automation News: Robots provide opportunities for restart after coronavirus pandemic, say industry leaders

•   Robotics & Automation News: US Senate to give green light to delivery robots on sidewalks

•   Robotics Tomorrow: AI and Robots Redefining the Construction Industry

•   Nikkei Asian Review: Sony hopes to shed 'conglomerate discount' under new name

•   Nikkei Asian Review: The next wave: Japan and Asian neighbors walk COVID 'tightrope'

•   Mainichi: Japan carmakers' May domestic output down by record 62% amid pandemic

•   Livemint: India, China military delegates to meet again in next 2 days to resolve border issues

•   Livemint: Lockdown extended in Covid-19 containment zones till 31 July

•   Business Standard: Q4 a red quarter for most of India Inc despite just seven days of lockdown

•   Folha de S.Paulo: Bolsonaro Seeks Peace with Supreme Court

•   Jakarta Post: Gas companies, PLN sign deals on cheap gas supply for power plants

•   Jakarta Post: Survey reveals widespread pessimism on economy

•   Jakarta Post: Government open to possibility of BI buying zero-coupon bonds to aid state budget

•   Jakarta Post: Govt housing subsidy program hampers market growth, World Bank says

•   Myanmar Times: Myanmar commits to IMF funding as pandemic persists

[Opinions]

•   Project Syndicate(Jean Pisani-Ferry): The Pandemic Response, Act II

•   Project Syndicate(Mark Leonard): Europe’s Self-Help Moment

•   Project Syndicate(Jeffrey D. Sachs): How Inequality Fuels COVID-19 Deaths

•   FT(Gideon Rachman): Coronavirus could kill off populism

•   FT(Robert Shrimsley): New Deal Tories show the scale of Labour’s challenge

•   FT(Corrado Passera): The EU needs a €5tn tech and green investment plan

•   FT(Karel Lannoo): EU debt plan makes sense and is worth backing

•   FT(Andrew Hill): It is too soon to declare the pandemic has put paid to purpose

•   WP(Jennifer Rubin): Coronavirus reality is clobbering Trump

•   WP(Paul Waldman): Why Trump can’t convince voters that Biden is a ‘puppet of the radical left’

•   WP(Greg Sargent): Trump allies are sounding the alarm. But their warnings won’t help him.

•   Bloomberg(Mohamed A. El-Erian): Stocks Set Adrift After Losing Propellers and Anchors

•   Bloomberg(Noah Smith): Coronavirus Brings American Decline Out in the Open

•   Bloomberg(John Authers): U.S. Covid Failure Is Getting Harder for Markets to Ignore

•   Bloomberg(Max Nisen): Covid Makes Health Care an Even Bigger Nightmare for Trump

•   Bloomberg(Martin Ivens): Boris Johnson Finally Has a Rival to Worry About

•   MarketWatch(Nigam Arora): Watch these two important levels in the stock market to see which way prices may go

•   MarketWatch(Peter Morici): The Fed needs to deploy digital dollars to support recovery