Business Intelligence Monitor 200701

(Introduction)

[Markets]

•   Global: World shares end stellar quarter but still down in 2020

※   Macro 백업표

※   Industry 백업표

•   UK: UK long-term government bond yields sink below Japan’s

•   한국: 등락 거듭하는 코스피…다시 2,100선 위로

•   한국: 한한령 해제 기대감에…中 소비株 날았다

•   Metals: Copper set for best quarter in a decade on China rebound

•   Grains: Corn, soy climb on smaller-than-expected USDA acreage view

[Indicators]

•   US Jun. Consumer confidence index: U.S. Consumer Confidence Posts Biggest Increase Since Late 2011

•   Europe May EV sales: Europe: Plug-In Electric Cars Returned To Growth In May 2020

•   Eurozone Jun. CPI: Euro-Area Inflation Edges Up With Economies Starting to Reopen

•   UK Q1 GDP(final): UK economy contracts more than initially estimated in first quarter

•   China Jun. PMI: China’s Economic Recovery Picks Up More Momentum

•   한국 상반기 회사채 발행: "현금부터 챙기자"…상반기 회사채 발행 33兆 최대

•   한국 5월 산업활동 동향: 소비 살아났지만 제조업 두달째 급락…경기지수 IMF직후 수준

•   한국 5월 거주자 외화예금: 위기때 믿을 건 달러뿐?…달러예금, 700억달러 육박

•   한국 5월 금융기관 가중평균금리: 5월 은행 예금금리 1.07% '사상 최저'

•   한국 6월 서울 아파트 전월세 거래량: 6·17 후폭풍…최악 전월세난 오나

•   Japan May Employment: Japan's 4m inactive workers put job market at risk of shrinking

•   Japan May Industrial production: Japan's industrial output hits fresh 7-year low in May

•   India Q4 Current account: India records current account surplus of 0.1% of GDP, at $600 mn in Q4

•   India May Core industry production: Core sector contraction slows in May, fertiliser growth turns positive

•   India May Fiscal account: More fiscal disturbance to be expected as the lockdowns are extended

•   Vietnam Q2 GDP: VN records positive growth amid gloomy global forecasts

•   South Africa Q1 GDP: South Africa’s recession worsened before pandemic hit

•   Kenya Q1 GDP: Kenya Economy Grows at Slowest Pace Since 2017 as Virus Hits

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: China Passes Hong Kong Security Law Aimed at Crushing Protests

•   WSJ: Hong Kong Security Law Gives Beijing Broad New Powers

•   WSJ: Hong Kong Activists Disband With Passage of China’s National Security Law

•   WSJ: Congress Launches Bipartisan Bill to Give Refugee Status to Certain Hong Kong Residents

•   WSJ: Fauci Warns Coronavirus Cases Could Reach 100,000 a Day, as Surge Delays Reopenings

•   WSJ: EU to Remain Closed to U.S. Travelers as Borders Open Up

•   WSJ: Companies Hit by Covid-19 Want Insurance Payouts. Insurers Say No.

•   WSJ: Mnuchin, Powell Pledge Additional Relief to Prevent Lasting Damage to Economy

•   WSJ: In Los Angeles, an Economy Built on Freelancers Crumbles

•   WSJ: Second Chance at Aid for Small Businesses Draws Support

•   WSJ: Fed Keeps Options Open on Yield Caps

•   WSJ: Fed’s Williams: Economy Has Likely Seen ‘Low Point’ in Continuing Crisis

•   WSJ: Newsletter: Risks and Rewards

•   WSJ: India Ban Hurts Chinese Tech in World’s Biggest Untapped Market

•   NYT: Suspicions of Russian Bounties Were Bolstered by Data on Financial Transfers

•   NYT: Most People With Coronavirus Won’t Spread It. Why Do a Few Infect Many?

•   WP: Biden escalates criticism of Trump on coronavirus as cases grow nationwide

•   WP: Workers are getting laid off for a second time, as the virus’s surge puts reopenings on hold

•   WP: The Russian bounty story crystallizes questions about Trump’s presidency

•   WP: Republicans are practically begging Trump to tell people to wear a mask. He still won’t listen.

•   WP: Joe Biden rises with a less-is-more campaign

•   FT: US companies file for bankruptcy at fastest pace since 2013

•   FT: Airbus slashes 15,000 jobs as sector reels from collapse in travel

•   FT: Democrats’ climate plan promises net zero US emissions by 2050

•   FT: Africa faces worst economic shock since 1970s, says IMF chief

•   FT: US hospitals buckle under surge of new coronavirus cases

•   FT: Barnier rejects UK bid to preserve City’s rights via trade deal

•   FT: Boris Johnson announces state-led post-coronavirus relaunch

•   FT: Autonomy hedge fund bemoans Argentina’s ‘bad faith’ debt tactics

•   FT: UK and EU lock horns over state aid

•   FT: Lack of local Covid-19 testing data hinders UK’s outbreak response

•   FT: UK deaths return to normal levels after three months of excess

•   FT: Uruguay’s Covid success: ‘We cannot cry victory just yet’

•   FT: Energy Source is back: Is Texas about to sink the oil market?

•   Bloomberg: Infrastructure Bill Looks Doomed as Time Runs Out, Height Says

•   Bloomberg: U.S. States Beg, Borrow and Cut to Close Massive Budget Gaps

•   Bloomberg: Indonesia Vows to Build $33 Billion Capital as Economy Sputters

•   Bloomberg: Why Bank Indonesia Will Fund $40 Billion of Government’s Budget

•   Bloomberg: Palm Oil Set For Better Fortunes After Pandemic Wrecked Bull Run

•   Bloomberg: Biden Leads Trump in Poll Showing 87% Unhappy at U.S. Direction

•   Bloomberg: Fed Hopes for Recovery While Preparing for a Second Virus Wave

•   Bloomberg: Unemployment Payments By Treasury Hit Pandemic High in June

•   Bloomberg: Fed Officials Commit to Fighting Racism as an ‘Economic Issue’

•   Bloomberg: Virus Labor Market Destruction Is Proving Worse Than Anticipated

•   Bloomberg: As Brexit Nears, Dover Sits in the Eye of U.K.’s Supply-Chain Storm

•   Bloomberg: Senator Demands Answers From Navarro on Bolton China Allegations

•   Bloomberg: Pompeo Finds Pushback at UN in Bid to Extend Iran Arms Embargo

•   Bloomberg: EU’s Hogan Sees ‘Turbulent’ Period Ahead on U.S.-EU Trade Front

•   Bloomberg: Mexico Central Bank Can Cut Rates Further, Deputy Governor Says

•   Bloomberg: Government Debts May Hold Monetary Policy Hostage, BIS Warns

•   Bloomberg: Schnabel Says ECB May Not Use Full Size of Emergency Program

•   Bloomberg: U.K. Economy Faring Better Than Feared But With Cliff Edge Ahead

•   Bloomberg: Saudi Arabia Output Cuts Take Tankers Off Market

•   Bloomberg: Saudi Arabia, Nigeria Leaders Speak on Output Cuts

•   Bloomberg: Canada’s Economy Shrank Almost 12% in Historic April Contraction

•   Bloomberg: Virus Surges Faster Than Expected in South Africa’s Economic Hub

•   Bloomberg: U.K. Approves More Than 1 Million Virus Loans to Firms

•   Bloomberg: Bonds Gain in India After RBI Brings Back Operation Twist

•   Bloomberg: Germany’s Green Debt a ‘Big Deal’ for World’s $68 Billion Market

•   Bloomberg: The Pandemic Made Me Love My Solar Panels

•   Bloomberg: China Shipments Stuck at India Ports Show Casualties of Standoff

•   Bloomberg: Europe Finds It’s Not So Easy to Say Goodbye to Low-Cost China

•   Reuters: Gulf economies to shrink by 7.6% this year, IMF says

•   Reuters: China study warns of possible new 'pandemic virus' from pigs

•   Reuters: Italian whole-town study finds 40% of coronavirus cases had no symptoms

•   Reuters: Bolton, Democrats urge Russia sanctions if bounty reports are true

•   Reuters: First coronavirus cases found in sprawling migrant camp at U.S. border

•   Reuters: Coming soon to a 3D printer near you: Plant-based steaks

•   Reuters: Global COVID-19 prevention trial of hydroxychloroquine to resume

•   Reuters: South Korean birth rate world's lowest in struggle for balance: report

•   Reuters: House Democrats lay out new roadmap for cutting U.S. greenhouse gas emissions

•   CNN: China says it's 'concerned' over India app ban

•   CNN: Boeing's biggest hit to orders yet: Norwegian cancels 97 jets

•   CNN: Shell warns of $22 billion hit from coronavirus price slump

•   CNBC: U.S. market is ‘smoking dope on earnings’ and investors are likely to be disappointed, economist says

•   CNBC: Former ECB member Benoit Coeure warns corporate insolvency is coming

•   CNBC: The U.S. can 'change the world' by devaluing the dollar, analyst says

•   CNBC: Coronavirus expected to cost 400 million jobs in the second quarter

•   CNBC: A rise in nationalism could lead to an even deadlier pandemic, professor warns

•   CNBC: America’s second offshore wind farm completes construction

•   MarketWatch: Why stock-market strategists have never been more confused in June about the year-end outlook for equities

•   MarketWatch: These stocks, including Tesla and Apple, are the real winners for the second quarter of 2020

•   Fox Business: Mandating coronavirus face masks would strengthen US economy: Goldman Sachs

•   SCMP: China’s consumption upgrade hits coronavirus hurdle amid slowdown

•   SCMP: Could US-China rivalry force more tech firms to turn to Hong Kong for funding?

•   Global Times: Coronavirus has not mutated, good for vaccine development: China’s chief epidemiologist

•   매경(P1): `巨與의 폭주`…추경 3조 증액 요구

•   매경(P1): 칠레에도 밀린 한국…기업가정신 죽어간다

•   매경: `제조업 전용 투자펀드` 하나 없는…허울뿐인 `제조강국`

•   매경: 광화문 한복판에 공장…코로나후 제조업 완전히 달라질 것

•   매경: `균형발전 강박` 버려야 제조업 산다…용인·파주에 새 기업도시를

•   매경: "지역별 특화 기업·대학 연계한 거점형 기업도시 로드맵 나와야"

•   매경: 1일부터 유럽 갈 수 있다…EU, 한국 등 14개국 입국 허용

•   매경: 세종 스마트시티 첫삽…2000조 시장에 한국도 뛰어들었다

•   매경: "지금 놓치면 영원히 내 집 없다"…규제에 절규한 30대 `패닉 바잉`

•   매경: "상속세율 50%는 기업인 의지 꺾어…52시간 보완입법 시급"

•   매경: 韓·EU 정상 "ILO 핵심협약 비준 노력"

•   매경: 다주택자 세금회피 원천봉쇄…법인 소유 임대주택도 종부세

•   매경: 한전, `인도네시아 석탄발전 사업` 예정대로 620억 투자

•   매경: 코로나에 외출 힘든데 폭염까지…"올여름 전기료 어쩌나"

•   매경: 코로나 대출 100조…8월부터 속속 만기

•   한경(P1): "일자리 만든다"며 정부가 판 키웠는데…'사기펀드' 된 사모펀드

•   한경: "장관이 서류 100만건 '일폭탄' 던졌다" 들끓는 고용부

•   한경: "왜 한국만 주식 양도세 매달 떼어가나"…개미들 뿔났다

•   한경: "문재인 정부 부동산 대책은 시장 작동원리 거슬러…성공하기 힘들다"

•   한경: 홍콩수출 87%가 中으로 재수출…삼성전자 등 '中 직수출' 늘릴 듯

•   한경: 中企 근로자 51% "최저임금 동결해야"

•   한경: 삼성重 "연료전지 선박으로 10년 후 미래 준비"

•   한경: KT '코봇'이랑 같이 일하니 생산성 39% 쑥쑥

•   한경: 마이크론 "하반기 수요 낙관" 전망에…삼성전자·하이닉스 '방긋'

•   한경: 개인, 이미 40조 샀는데도…예탁금 사상 첫 50조

•   한경: 사상 최초 '주담대 연 1% 시대' 오나…"당분간 변동 금리가 유리"

•   서경(P1): [서울포럼2020] "팬데믹 또 온다... 과학기술로 '회복탄력성' 키워라

•   서경: [서울포럼2020]전자피부, 미래기후 예측··· 포스트코로나시대 핵심기술 과시

•   서경(P1): 사회적 합의' 거부한 민노총

•   서경: 또 '꼬리'가 '몸통' 흔든 민노총

•   서경: 상반기 생산직 일급 전년비 1.3% 오른 9만5,837원

•   서경: [단독] 재건축 옥죄자...재개발 집값 무려 3배 뛰었다

•   서경: [단독] 초법적 규제 쏟아지는데...'15억 초과 주담대 금지' 위헌소송 하세월

•   조선(P1): 묻지마 정규직'… 공공기관 인건비 30조 돌파

•   조선: 전체 비정규직은 1년새 87만명 늘었다

•   조선: "8000만원 올려달라니…" 전세폭등 부른 규제

•   조선: 믿을 건 원전… 산업부, 원전 풀가동해 여름 피크전력 확보키로

•   조선: 세계 첫 수소모빌리티쇼… 일산 킨텍스서 사흘간

•   조선: 한은, 외화채권 담보로 시중에 달러 공급

•   조선비즈: "석유 수요 꺾였다" 재생에너지 키우는 글로벌 석유기업 '빅5'

•   조선비즈: 금융당국 이달 중 개인사업자 대출 규제 완화… 최대 70조 더 풀린다

•   조선비즈: 손발 묶인 CVC 추진에 기대 접는 스타트업계

•   IT조선: ‘수 조원' 도미노 펀드 손실 사태로 바짝 얼어붙은 금융권

•   인베스트조선: 회사채 시장 숨통은 트였는데…60%는 10대그룹에 집중

•   중앙(P1): 김현미 “다주택자 稅부담 강화-차익환수 필요”

•   중앙: "내가 투기꾼이냐" 아우성인데…김현미 "부동산 더 손봐야"

•   동아(P1): “고용유지 노력” 22년만에 노사정 합의안 마련

•   동아: 나랏빚 우려에… 홍남기 “재정준칙 도입 검토”

•   문화: 기후예측 + 물관리 ‘스마트워터 시티’ 구축… ‘물재앙’ 막는다

•   경향(P1): ‘부동산 불패’ 되레 키운 정부…“보유세 올려라”

•   머니투데이(P1): [단독]日 삼성전자에 줄소송…노림수는 '갤럭시·OLED'

•   머니투데이: 전국으로 퍼지는 코로나…전문가 "거리두기 강화" vs 정부 "1단계 유지"

•   머니투데이: 수도권 코로나19 2차 유행, 1차 때보다 심각한 이유

•   머니투데이: 中-日 협공…韓 OLED 독점지위 흔드나

•   더벨: 본입찰 앞둔 모트롤BG, 장기계약보장 관심사로

•   더벨: 클럽모우CC 흥행에 주관사 안진 '好好'

•   헤럴드경제(P1): 치솟는 서울 집값 ‘살 수가 없다’

•   헤럴드경제: 도 넘은 정치권 ‘삼성 때리기’…재계 “과도한 흔들기”

•   파이낸셜뉴스: ‘분상제 전 막차’… 7월 분양 전국서 4만6818가구 쏟아진다

•   파이낸셜뉴스: "수소·태양광 에너지 기술 개발로 기후위기 극복" [인터뷰]

•   파이낸셜뉴스: [fn마켓워치] '어려운' 대기업 계열사들, P-CBO 통해 '이자비용' 절감

•   아시아경제(P1): [사모펀드의 배신] 사모펀드 1% 부실 '빙산일각'

•   디지털타임스(P1): `노브레이크` 국회, 떨고 있는 기업

•   이데일리(P1): 日수출규제에 맞선 이재용·최태원 뚝심 통했다

•   이데일리(P1): [단독] ‘한한령’ 해제 훈풍부나…中 전역에 韓 상품 판매 개시

•   이데일리: 日공격에 국산화 성공·공급처 다변화로 맞선 韓기업들

•   이데일리: "기업당 최대 180억"…정부 소·부·장 기업 육성 '박차'

•   이데일리: 반도체 수출규제 1년…韓 홀로서기에 日 커지는 위기감

•   이데일리: LG, 세계1위 車`OLED`·`텔레매틱스`·`배터리`..전장 사업 가속화

•   이데일리: 서울 집값 '끝 없는 대책' 속 하반기 방향은?

•   이데일리: [마켓인]두산건설, 신용등급 ‘BB-’로 강등…“유동성 위험 지속”

※   한국기업평가: 두산중공업, 두산, 두산퓨얼셀, 두산인프라코어, 두산건설의 신용등급 및 등급전망 조정 결과 요약

•   연합: 2천대 기업 중 16곳…영업이익률·순익률 다 30% 넘는 알짜는

※   두산그룹 매각 대상 두산솔루스도 알짜

•   뉴스핌: 국내 배터리 3사, 흑자전환 눈앞…LG화학 '선두' 삼성SDI‧SK이노 '맹추격'

•   뉴스1: 코로나19에 석탄 경쟁력 '뚝'…한전 발전자회사 수익배분 값은 '쑥'

•   뉴스1: 맥스터 증설 대립에 속절없이 시간만…월성 원전은 가동 중단위기

•   CEO스코어데일리: 전력거래소, 신재생설비 '출력제한 기준' 만든다

•   뉴데일리: 구조조정 온도차… 아시아나·두산 '적극'- 쌍용車·STX '울상'

•   국제뉴스: "경주 두산위브…원가 아끼려 공기순환장치 설치 안했다" 분양 관계자 폭로

•   Power Engineering: The secret sauce: Five things stopping institutional investors putting more capital into renewables

•   Power Engineering: Catching the thermal runaway: Testing safety of energy storage systems

•   reNews: Johnson urges UK to ‘build back greener’

•   FuelCellsWorks: The German National Hydrogen Strategy: A Responsible Goal

•   에너지경제: 수열에너지 그린뉴딜 대표사업으로 육성

•   에너지경제: 친환경 수열에너지 육성방안 무슨 내용 담았나?

•   에너지경제: 신재생에너지 공급의무량(RPS) 조기 이행 가능해져

•   에너지데일리: [분석] 코로나19 인한 에너지수요 감소… 국내 에너지산업 경쟁력 강화 고민해야

•   Equipment Journal: Bobcat debuts new MT100 mini track loader

•   OilPrice.com: Analysts See Limited Upside To Oil Prices This Year

•   전자신문: 삼성전자-LG전자, 'C쇼크 탈출' 청신호

•   전자신문: [日 수출규제 1년...소부장 2.0 시대로<중>] 韓, 글로벌 소부장 허브로 부상

•   전자신문: [日 수출규제 1년...소부장 2.0 시대로<중>]日 수출규제부터 WTO 제소 재개까지

•   전자신문: LG전자-로봇산업진흥원, 산업용 자율주행로봇 손잡는다

•   전자신문: “드론산업 잡아라”…드론특별자유화구역 지정 공모 후끈

•   전자신문: "인쇄회로기판 제조산업, AI 적극 활용해 생산라인 최적화"

•   디지털데일리: [단독] 삼성전자, 5G 올인…갤노트20·갤폴드2, 5G만 세계 공급

•   디지털데일리: “삼성폰 뚫었다”…中 OLED, 갤럭시 탑재 성공

•   Phone Arena: The U.S. could use this technology to replace Huawei's 5G networking gear

•   Phone Arena: LG totally missed its best comeback opportunity in ages with the Velvet 5G

•   Phone Arena: Huawei is still the world's largest phone maker but Samsung is catching up fast

•   Robotics & Automation News: BMW opens new $17 million additive manufacturing facility

•   Robotics & Automation News: How Smartphones Can Impact Autonomous Vehicles

•   Robotics & Automation News: SoftBank Robotics sells 10,000 units of its commercial vacuum cleaning robot

•   Nikkei Asian Review: FamilyMart to use remote-controlled robots to stock shelves

•   Nikkei Asian Review: Thailand stays under COVID-19 emergency with third extention

•   Mainichi: Japan Display posts net loss for 6th year on restructuring costs

•   Economic Times: High labour supply will lead to drop in wages in urban India: CMIE

•   Livemint: Fitch cuts India growth projection to 8% for FY22

•   Livemint: RBI is not twisting enough to bend a stubborn yield curve

•   Livemint: Green shoots in Bharat lead country’s economic revival

•   Folha de S.Paulo: Brazil Passes Mark of 58 thousand Killed by Covid-19

•   Moscow Times: Russia Steps Up Hunt To Seize Foreign Assets of ‘Putin’s Banker’

•   Jakarta Post: Government unveils new rule to guarantee loans for MSMEs as risk aversion rises

•   Jakarta Post: Jokowi uses reshuffle threat to spur Cabinet into action

•   Myanmar Times: Construction sector in Myanmar expected to receive share of COVID-19 loans

[Opinions]

•   Project Syndicate(Yanis Varoufakis): The COVID Class War

•   Project Syndicate(José Antonio Ocampo, Tommaso Faccio): Making Multinationals and the Wealthy Pay

•   Project Syndicate(Mark Lynas): Saved by the Pandemic?

•   FT(Editorial Board): Macron’s defeat shows his political vulnerability

•   FT(Martin Wolf): The great interruption continues

•   FT(Leo Lewis): Why Sony’s name change matters

•   FT(Hisham Melhem): America’s four pillars in the Middle East are crumbling

•   FT(Payal Sampat): Why miners have failed to prevent waste dam disasters

•   FT(Amy Kazmin): Delhi’s retaliatory strike at Chinese coffers threatens to backfire

•   FT(John Plender): Towering debts are a big threat, even if servicing costs are low

•   FT(James Kynge): Hong Kong’s pre-eminence threatened by new law

•   FT(Claire Jones): Is Europe’s recovery set to mirror China’s?

•   FT(Courtney Weaver): Why nervous Democrats mistrust positive polling data

•   WSJ(Walter Russell Mead): The Global Political Pandemic

•   WSJ(Al Gore, David Blood): Capitalism After the Coronavirus

•   NYT(Paul Krugman): Obamacare Versus the G.O.P. Zombies

•   NYT(Paul Krugman): World War C

•   WP(Editorial Board): Americans sacrificed to flatten the curve. Their leaders have let them down.

•   WP(Catherine Rampell): Trump’s visa suspensions may permanently damage America’s reputation

•   WP(David Ignatius): Trump doesn’t understand that Putin is in the payback business

•   WP(Paul Waldman): Can we trust Trump to act in the interests of the United States — ever?

•   WP(Paul Waldman): Biden just laid out his plan for coronavirus. We may end up needing it.

•   Bloomberg(Mohamed A. El-Erian): Sunny Third-Quarter Economic Outlook Turns Cloudier

•   Bloomberg(Barry Ritholtz): The Robots Will Handle Your Finances Now

•   Bloomberg(Clara Ferreira Marques): BHP Needs to Exit Oil or Risk the Wrong Side of Post-Covid Future

•   Bloomberg(Francis Wilkinson): Biden’s Lead Grows, But So Do Dangers for Democracy

•   CNBC(Glen Johnson): Corporate leaders need to 'talk sense with Trump' about coronavirus

•   CNN(Michael D'Antonio): Trump is facing the thing he dreads most

•   CNN(Daniel Kelley): Farmers across the US were struggling before the pandemic. This could help us survive

•   MarketWatch(Mark Hulbert): Here are your odds the stock market will be higher on Dec. 31

•   MarketWatch(Paul Brandus): Don’t count Trump out yet — here’s how he can still win in November

•   MarketWatch(Pierre Briançon): Boris Johnson hails his economic plan as a new ‘New Deal.’ Try ‘small deal’ instead

•   MarketWatch(Therese Poletti): Micron shows how the cloud is saving chip makers