Business Intelligence Monitor 200702

(Introduction)

[Markets]

•   Global: Manufacturing, vaccine data power stocks higher; U.S. dollar dips

※   Factory data points to global increase in activity

※   Gold touches 8-year peak before pulling back

※   Crude prices rise on inventories, factory data

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 미중 갈등 우려에 하락 마감…2,100대 약보합

•   Metals: Copper boosted by supply disruptions and glowing China data

•   Grains: Corn at 3-1/2-month high as lower U.S. planting buoys prices

[Indicators]

•   US·Europe·Japan·China Jun. Manufacturing PMI: Global Manufacturing Shows Fresh Signs of Recovery

•   US May Construction Spending: Construction spending weak in May

•   US Jun. ADP Employment: June private payrolls rose 2.37 million and there was a big positive revision for May, ADP says

•   US Jun. Car sales: Car Sales Fell in the Second Quarter, Despite Deals and Covid-19 Stimulus

•   US Jun. Equipment manager confidence index: Equipment Manager Confidence Improves in June

•   US Weekly Mortgage rates·applications: Mortgage demand falls for the second straight week, signaling a potential slowdown in the housing recovery

•   Germany May Retail sales: Germans rushed to reopen wallets after lockdown eased

•   UK Jun. House prices: UK house prices show first annual decline in 8 years

•   한국 6월 무역수지: 6월 수출 10.9%↓…3개월 연속 두자릿수 감소·감소 폭은 둔화

•   한국 6월 5대 완성차 업체 판매: 車판매 `극과 극`…국내 41%↑ 해외 32%↓

•   한국 6월 아파트 매매·전세 가격지수: 김현미 “정책 작동한다”는데, 6월 집·전셋값 다 올랐다

•   한국 6월 KB 부동산 매매가 전망지수: “강북 집값 오른다” 전망 최고점

•   Japan Jun. Department store sales: Japan dept. store sales down 20-30% in June, show signs of recovery

•   Japan Jun. Consumer Confidence index: Japan's June consumer confidence logs record rise but remains low

•   Japan Q2 Tankan index: Japan business sentiment plunges to 11-year low: BOJ Tankan

•   India Jun. Employment: India's unemployment rate fell to 11% in June from 23.5% in May: CMIE

•   India Jun. GST collections: GST posts 46% jump from May, but still 9% short of June ’19 collections

•   India Jun. Petroleum products consumption: Demand for petroleum inches towards normalcy

•   India Jun. Coal India production: Coal India output declines 12.8% to 39 MT in June

•   India Q2 New investment announcements: New projects fall over 50% in June as coronavirus lockdown takes hold

•   India Jun. Manufacturing PMI: India's factory activity contracts for 3rd straight month in June

•   Indonesia Jun. CPI: Indonesia’s inflation falls to 20-year low as consumer spending weakens

•   Vietnam Jun. Manufacturing PMI: Manufacturing output returns to growth in June

•   OPEC Jun. Oil production: OPEC Cuts Output to Lowest Since 1991 as Virus Slams Oil Demand

•   Peru May Mining production: Peru mining activity tumbles in May for third straight month

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Hong Kong Police Quickly Enforce China’s Security Law as Thousands Protest

•   WSJ: How Success Against the Coronavirus Turned to Crisis in California

•   WSJ: Several States Focus on Bars, Restaurants as Virus Risk

•   WSJ: Inside Moderna: The Covid Vaccine Front-Runner With No Track Record and an Unsparing CEO

•   WSJ: A Recovery That Started Out Like a V Is Changing Shape

•   WSJ: Fed Debated Options to Provide More Economic Support

※   Fed: Minutes of the Federal Open Market Committee, June 9-10, 2020

•   WSJ: Fed’s $600 Billion Main Street Lending Program Sees Lukewarm Interest

•   WSJ: U.S. Warns CEOs Over Supply Chains Tied to Rights Violations in China

•   WSJ: Fed’s Daly: If Coronavirus Contained, Economy Could Recover Quickly

•   WSJ: Newsletter: Wall Street vs. Main Street

•   WSJ: U.S. Treasury to Lend $700 Million to Trucking Firm YRC Worldwide

•   NYT: The ‘Rocket Ship’ Economic Recovery Is Crashing

•   NYT: Congress Extends Small Business Loan Program for 5 Weeks

•   NYT: ‘Sitting on Millions of Dollars’ and Dying to Blow It: Not This July 4

•   NYT: As New NAFTA Takes Effect, Much Remains Undone

•   NYT: The Fear Factor: Bringing the Beijing Treatment to Hong Kong

•   WP: As cases surge, lines for coronavirus tests sometimes stretch miles in the summer heat

•   FT: Tesla overtakes Toyota to become world’s most valuable carmaker

•   FT: Brussels in talks to secure doses of remdesivir for EU

•   FT: Huawei and ZTE classified as security threat to US

•   FT: France escalates Turkey dispute by quitting Nato naval mission

•   FT: Russians set to back Putin’s move to extend his rule

•   FT: Green is the new black as Germany drives EU agenda

•   FT: Vaccine hopes defuses risk aversion

•   FT: Johnson condemns HK law as breach of handover pact

•   FT: Johnson the Brexiter offers open door to people of Hong Kong

•   FT: Coronavirus spike threatens GM’s pick-up truck sales

•   FT: ECB promises banks it will do more in urge to merge

•   FT: UK high street suffers jobs bloodbath

•   FT: North Korea defections at record low after China virus crackdown

•   FT: Europe outperforms Wall Street as investors look across the Atlantic

•   FT: Johnson warned by business on ‘hugely damaging’ no-deal Brexit

•   FT: State aid question remains stumbling block in Brexit talks

•   FT: Global dealmaking drops to lowest level in more than a decade

•   FT: Chile’s finance minister navigates coronavirus, recession and protests

•   FT: Chinese electric car maker Byton suspends operations

•   FT: The ‘chop’ reigns in corporate China

•   Bloomberg: Made-in-China Law Keeps Hong Kong Guessing Whether It’s Guilty

•   Bloomberg: Biden Threatens China Sanctions Over Law Targeting Hong Kong

•   Bloomberg: India’s Growing Economic Reliance on China May be Tough to Break

•   Bloomberg: China’s Central Bank Is Signaling a Slowing in Pace of Easing

•   Bloomberg: U.S. Readies Sanctions on China Over Rights Abuses in Xinjiang

•   Bloomberg: You’ll Need a Decoder Ring to Figure Out the U.S. Jobs Numbers

•   Bloomberg: Latin America Seen Heading for Deepest Slump Since at Least 1901

•   Bloomberg: Fighting Italy’s Next Crisis Means Enlisting Citizen Help

•   Bloomberg: Trump Says He’s Very Happy With Fed Chief Powell’s Performance

•   Bloomberg: Economists Baffled by How Mexicans Can Send So Much Money Home

•   Bloomberg: Trump’s USMCA Lifts Off With Job Dreams and Paperwork Nightmares

•   Bloomberg: BOE’s Haskel Sees Activity Returning Faster Than Expected

•   Bloomberg: Commodity Freighters Are Shrugging Off Covid-19. For Now

•   Bloomberg: IMF Sees Asia’s Pain Persisting as Virus Curbs Limit Recovery

•   Bloomberg: Hydrogen-Powered Trucks Arrive at Anglo's Mines in Green Shift

•   Reuters: U.S. lawmaker seeks to ban Chinese firms from U.S. capital markets

•   Reuters: China orders some American media to give details on staff, after U.S. move

•   Reuters: BHP´s Cerro Colorado copper mine in Chile to scale down operations

•   CNN: China is storing an epic amount of oil at sea. Here's why

•   CNN: America's job market is starting to recover. But don't hold your breath

•   CNBC: US reports second-highest day of new coronavirus cases as Arizona, California set new records

•   CNBC: WHO warns some countries may have to reinstate lockdowns as coronavirus pandemic accelerates

•   CNBC: ‘Enormous bias’ clouds international approach to African debt relief, experts say

•   CNBC: Oil prices: Brent, WTI crude just had their best quarter in 30 years

•   CNBC: Aramco chief adds to bullish calls for an oil demand rebound in late 2020

•   CNBC: India will 'never compromise' on its strategic interests, minister says

•   CNBC: Official U.S. coronavirus death toll is 'substantial undercount': Yale study

•   CNBC: Economy’s second-half comeback is now threatened by coronavirus resurgence

•   CNBC: Senate extends small business coronavirus relief program

•   MarketWatch: Trump says he wants more stimulus checks: ‘I support actually larger numbers than the Democrats’

•   Fox Business: Second flood of coronavirus-driven layoffs may come as states delay, roll back reopening

•   Fox Business: China's national security law could prompt companies to rethink Hong Kong headquarters, Ross says

•   Stat: Covid-19 vaccine from Pfizer and BioNTech shows positive results

•   SCMP: Shanghai bets on consumers to save economy ravaged by Covid-19

•   SCMP: ‘Heartbroken’ rural residents decry China’s local government evictions

•   매경(P1): 대타협 서명 15분 전…판깬 민주노총

•   매경: `해고금지 명문화` 안됐다고…위원장 감금한 민노총 강경파

•   매경: 합의 주도했던 정부도 난감…재계 "최종합의 위해 계속 노력"

•   매경: 전국민 고용보험·고용지원금…세금으로 노사 달래기

•   매경(P1): 내년 최저임금 요구안…노동계 "16.4% 인상", 사용자 "2.1% 삭감"

•   매경: 자영업 무너지는데…`최저임금 1만원` 외친 노동계

•   매경: "경기부양 명분, 공공 고용확대…재정부담 고려해야"

•   매경: [인터뷰] 폴 로머 교수 "코로나 2차 유행 오더라도…경제는 어떻게든 열어놔야"

•   매경: 홍남기 "간이과세 확대…세제개편 추진"

•   매경: 사용후핵연료 재검토위원장 김소영 카이스트 교수

•   매경: 가전·명품덕에…백화점 매출 회복세

•   매경: [Biz Focus] 코로나 이기는 기업혁신 3대 요건…속도·공감·협업

•   한경: 다주택' 靑 참모들도 집 안파는데…집값이 잡힐까

•   한경: KDI "좀비기업 퇴출해야 산업경쟁력 향상"

•   한경: 먹는 코로나 백신' 개발 나선 바이오기업들

•   한경: 코로나 사태로 '기업실적 최악' 전망했지만…신용등급 무더기 하향조정 없었다

•   서경(P1): "라임펀드 손실 100% 배상"···첫 전액 계약취소 결정

•   조선(P1): 文 "美대선 전에 북미회담 성사 전력"

•   조선: 美北회담 가능성 낮지만… 문정인 "백악관 내 긍정 기류 있다"

•   조선: 8월 워싱턴회담?

•   조선(P1): 정부, 탈원전 손실을 전기료로 메꾼다

•   조선: 재난지원금 효과, 골목상권엔 20일도 안갔다

•   조선: 원자력노조 "신한울 3·4호기 공사 재개하라"

•   조선비즈: 中 '인프라 특수'에도… 현대건설기계 울고 두산인프라 웃는 이유는

•   조선비즈: BOE가 핵심 부품까지 자급?… '소·부·장 굴기' 드러내는 中

•   조선비즈: 4시간 심사해 '찔끔' 감액한 與 단독 예산소위…3조원 증액 심사 어쩌려고

•   조선비즈: 유동성·무주택자의 반란에 하반기도 서울 집값 오를 듯… "코로나가 하락세 이끌수도"

•   인베스트조선: 푸르덴셜생명이 가른 상반기 M&A 자문…JP모건 두각

•   중앙: 상의가 21대 국회에게 “규제법 공장서 탈피, 소통의 룰 확립하길”

•   동아: [단독]“北, 무인도에 靑-국방부 축소 모형 건설중”

•   동아: 삼성디스플레이, ‘13조 투자’ QD 내년 본격 양산

•   문화(P1): 코로나치료 ‘렘데시비르’ 오늘부터 국내공급 시작

•   문화: 與, ILO 협약 비준 등 9월 몰아치기 전망

•   문화: 車·철강·정유, 하반기 전망 ‘더 흐림’… 반도체도 ‘안갯속’

•   머니투데이(P1): 수소경제 한배 탄 정세균·정의선…"수소기업 1000개 만든다"

※   산업부: 수소경제 선도국가를 위한 컨트롤타워 가동

•   머니투데이: ‘수소 도시’ 기반 다진다…‘생산·저장운송·충전’ 기술 투자 확대

•   머니투데이: 수소차 '반값구매' 쭉…"경쟁력 갖출 때까지"

•   머니투데이: 전문기업 키우고 그린수소 확산…넓어지는 '수소 생태계'

•   머니투데이: 정부 "日 대화 요청 없었다…WTO 제소 예정대로"

•   머니투데이: 끝나지 않는 '양도세·거래세' 이중과세 논란

•   머니투데이: 증세 아니라는데…개미들은 "세부담 커진다" 울분, 왜?

•   머니투데이: "증권거래세 반드시 폐지" 집권여당, 강력 드라이브

•   더벨: 코로나19 여파에도 한국물 발행 폭발

•   더벨: 클럽모우CC 인수 우선협상자 '모아건설' 어떤 곳?

•   더벨: 클럽모우CC 최고가 제시한 모아건설, 인수자금 조달 방안은

•   헤럴드경제: [IT선빵!] ‘덮느냐 접느냐’…차세대 스마트폰 승부 갈린다!

•   파이낸셜뉴스(P1): 코로나 또 번지는데 지원금 약발은 끝물

•   파이낸셜뉴스: 원달러 1100원대 복귀 초읽기.. 코로나 재확산·美 대선은 ‘복병’

•   파이낸셜뉴스: 삼성은 반도체, LG는 신가전 '선방'… 2분기 최악 피했다

•   파이낸셜뉴스: 글로벌 전기차 시장 확대… 배터리 3社 하반기 실적 기대된다

•   아시아경제: 헥시트' 불똥 튈라…국내 금융·산업계 예의 주시

•   아시아경제: 한국판 MWC' 9월 온라인으로 개최…가상현실 활용

•   이데일리(P1): 공격적인 인재채용 나선 삼성..'역대급 채용' 예고

•   이데일리: [6·17 역풍]“끝까지 간다”…부동산규제 다음 카드는

•   뉴스핌: [리포트 브리핑]두산인프라코어, '중국호조와 매각설은 반영 끝' 목표가 6,500원 - 하이투자증권

•   뉴스1: [르포] 두산·코오롱·효성 "수소경제 나를 주목하라"

•   뉴스토마토: [IB토마토]'코로나19 직격탄' 상반기 M&A시장, 스토리는 '풍성'

•   비즈니스포스트: 두산밥캣 목표주가 상향, "미국 건설경기 회복에 매각 가능성도 있어"

•   이코리아: "두산 또 20~30대 찍퇴" 두산重 노동자의 뼈맺힌 절규

•   reNews: Suzlon concludes debt restructuring

•   KHL: UK rental hardest hit by Covid-19 in Europe

•   Construction Equipment: Doosan Dealer Best Line Expands into New Jersey

•   For Construction Pros: John Deere Announces New Operating Model to Ensure the Success of Equipment Manufacturing

•   Industrial Vehicle Technology: JCB unveils world’s first hydrogen digger

•   Industrial Vehicle Technology: Kubota unveils mini-excavator to complete 5-tonne series

•   Industrial Vehicle Technology: Doosan launches new Stage V wheel loader

•   OilPrice.com: Global Energy Demand To Decline Through 2050

•   CNET: Samsung opts out of IFA, plans its own September event instead

•   CNET: Here's what the rumored Galaxy Z Flip 5G could look like

•   CNET: Apple's 5G iPhone is still expected to launch this year despite coronavirus, report says

•   전자신문: [日 수출규제 1년...소부장 2.0 시대로<하>] '소부장 자립' 총력전 계속해야

•   전자신문: [日 수출규제 1년…소부장 2.0 시대로<하>]최리노 인하대 교수 “소부장 성장 큰 기회…정부 투자 지속 중요”

•   전자신문: [日 수출규제 1년…소부장 2.0 시대로<하>]정부, 'GVC 혁신전략' 조만간 발표

•   디지털데일리: 美·中기업도 OLED TV 출시…LG전자 “시장 확대 긍정적 신호”

•   디지털데일리: 마이크로LED TV ‘대중화’ 다가오나…대만 칩 공급사, 라인 투자

•   Phone Arena: Here's when Apple's 'top-end' 5G iPhone 12 model could be released after all

•   Inside EVs: Global Passenger xEV Battery Capacity Deployment: April 2020

•   Economic Times: Chinese smartphone brands in India may lose share in Apr-Jun quarter: Trackers

•   Livemint: India, China prioritise phased, stepwise de-escalation in commander level talks

•   Livemint: Govt to relax norms for domestic cos, ban Chinese firms in road projects

•   Business Standard: Riding out the Covid-19 crisis: Auto shows pick-up signs in rural India

•   Folha de S.Paulo: Brazil Records 1,271 Deaths by Covid-19 and Total Approaches 60 thousand Victims

•   Folha de S.Paulo: Bolsonaro's Rhetoric against Isolation May Have Killed His Voters More, Says Study

•   Jakarta Post: Govt to slash diesel subsidy 50%, generate trillions in 2021 savings

•   Jakarta Post: Coalition parties mull Jokowi’s reshuffle threat

•   Viet Nam News: EVFTA to come into effect in a month

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz): Priorities for the COVID-19 Economy

•   Project Syndicate(Harold James): Late Soviet America

•   Project Syndicate(Laura Tyson, Lenny Mendonca): The Recovery Plan America Needs

•   Project Syndicate(Larry Hatheway, Alexander Friedman): A 100-day Agenda to Reunite America

•   FT(Editorial Board): The end of one country, two systems in Hong Kong

•   FT(Janan Ganesh): US is stuck in the worst of all worlds

•   FT(Martin Sandbu): French elections show growing strength of Europe’s Greens

•   FT(Jonathan Guthrie): German corporations — and regulation — are in the dock

•   FT(Mark Lewis): EU carbon market shrugs off pandemic

•   FT(Claire Jones): PMIs are not a good month-on-month gauge

•   FT(Henny Sender): US-China spat puts future of Hong Kong dollar in the spotlight

•   FT(Lex): Hydrogen vehicles: clean flair

•   WSJ(Holman W. Jenkins, Jr.): Angela Merkel’s Viral Moment

•   WSJ(Robert C. Gallo, Daniel J. Arbess): An Old Vaccine May Help Against Coronavirus

•   NYT(Thomas L. Friedman): This Should Be Biden’s Bumper Sticker

•   NYT(Susan E. Rice): Why Does Trump Put Russia First?

•   NYT(Jochen Bittner): The West Is Split on China. It Needs to Come Together.

•   NYT(Samuel Scheffler): Is Economic Inequality Really a Problem?

•   NYT(Mariana Mazzucato): We Socialize Bailouts. We Should Socialize Successes, Too.

•   WP(Greg Sargent): The Fed is raising dire economic warnings. But they will go unheeded.

•   WP(León Krauze): Mexico has few reasons to celebrate the USMCA as violence flares in alarming ways

•   Bloomberg(David Fickling, Nisha Gopalan): Hong Kong’s Future Will Now Be Made in China

•   Bloomberg(Justin Fox): This New Coronavirus Wave Isn’t Like the Old Wave

•   Bloomberg(Mac Margolis): Covid-19’s Toll Will Rewrite Latin America’s Future

•   Bloomberg(Narayana Kocherlakota): The Fed Has Too Much Empathy for Banks

•   Bloomberg(Marcus Ashworth): How Everybody Learned to Love the Euro

•   Bloomberg(Eli Lake): How Biden Can Punish Putin

•   Bloomberg(Andreas Kluth): This Is Angela Merkel’s Swan Song as Leader

•   Bloomberg(Francis Wilkinson): Trump Is Testing Putin’s Campaign Strategy

•   Bloomberg(Max Nisen): The FDA Wants a Covid-19 Vaccine That Really Works

•   Bloomberg(Adam Minter): As China Lifts Migration Rules, Growth Will Follow

•   CNN(Lincoln Mitchell): Why Biden has what it takes to beat Trump

•   CNN(Gad Levanon): Wage growth will slow to a crawl becuase of coronavirus economy

•   MarketWatch(Rex Nutting): Fed warns stock market of a second recession if the coronavirus pandemic isn’t brought under control

•   Fox Business(Noel Irwin Hentschel): EU crowns China the winner as it bans US visitors, but considers Chinese tourists

•   Nikkei Asian Review(Rob Subbaraman, Sonal Varma): Asia has an unemployment crisis waiting to happen

•   비즈니스워치(안준형): 두산중공업은 '나쁜 기업'일까