Business Intelligence Monitor 200703

(Introduction)

[Markets]

•   Global: Stocks jump on strong U.S. jobs data; COVID-19 caution lingers

※   MSCI world stocks index rises for 4th day

※   USD index ticks up; euro, pound, yen dip

※   U.S. markets will be closed Friday for Independence Day holiday

※   Macro 백업표

※   Industry 백업표

•   US: Moderna stock skids after report says late-stage coronavirus vaccine trial delayed

•   한국: 코스피, 기관 매수에 1%대 상승…2,130선 회복

•   한국: SK바이오팜 상한가…아직 2100만주 매수 대기

•   Metals: Copper rallies as supply risk grows in top miner Chile

•   Grains: Corn slides from 3-1/2 month peak on shortcovering, rain forecasts

[Indicators]

•   글로벌 5월 전기차 배터리 에너지 총량: 코로나 속 K배터리만 성장…LG화학 1위 유지, 삼성·SK도 상승

•   US May Balance of Trade: U.S. Trade Deficit Widened in May

•   US Jun. Nonfarm Payrolls·Weekly Jobless claims: U.S. Unemployment Rate Fell to 11.1% in June

※   WSJ: Businesses Hit Hard by Coronavirus Claw Back Jobs

•   Eurozone May Employment: Europe Avoids Jobless Surge as Furlough Schemes Cushion Economic Decline

•   한국 상반기 M&A: 매각·인수 더 벌어진 눈높이…M&A 30% 급감

•   한국 6월 소비자물가: 6월 소비자물가 상승률 0.0%…한달만에 마이너스 물가 멈춰

※   한경: 0.0%라지만…소수점 둘째자리에 숨겨진 '마이너스 물가'

•   한국 6월 외환보유액: 외환보유액 4천107억달러…한달 새 34억달러 늘어

•   한국 주간 아파트 가격(감정원): [아파트 시황] 6·17대책 후 서울 아파트값 상승세 지속

•   India Jun. Foreign reserves: World’s Fifth-Largest Reserves Buffer Gives India Some Comfort

•   Chile May Copper production: World top copper producer Chile keeps output steady in May even as coronavirus explodes

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: FAA’s Handling of Boeing 737 MAX Issues Faulted in Transportation Department Review

•   WSJ: Texas Mandates Face Coverings as Coronavirus Cases Surge

•   WSJ: Experts Worry Latest Covid-19 Surge Will Shift From Healthier to At-Risk People

•   WSJ: Hong Kong Security Law Jolts International Business

•   WSJ: Senate Passes Sanctions Bill Against Chinese Officials Over Hong Kong

•   WSJ: New Hong Kong Security Law Prompts Rise in Self-Censorship

•   WSJ: Two Michigan Counties Show Protests Reshaping 2020 Campaign

•   WSJ: U.S. Seeks Large-Scale Expansion of Blood-Plasma Collection for Covid-19

•   WSJ: CBO Sees Double-Digit Jobless Rate Through 2020, GDP to Shrink 5.9%

※   CBO: An Update to the Economic Outlook: 2020 to 2030

•   WSJ: Treasury Reaches Loan Agreements With Five Major Airlines

•   WSJ: Europe Avoids Jobless Surge as Furlough Schemes Cushion Economic Decline

•   WSJ: Newsletter Special Report: Lots of Jobs, Lots of Uncertainty

•   WSJ: Tesla Quarterly Deliveries Fell Less Than Expected Amid Covid Shutdown

•   WSJ: Exxon Warns Production, Refining Losses to Hurt Earnings

•   NYT: Congress Eyes More Spending as Virus Cases Surge and Economy Struggles

•   NYT: Tesla Shines During the Pandemic as Other Automakers Struggle

•   WP: Brazil, ravaged by the coronavirus, becomes key testing ground for vaccine

•   WP: Biden fundraising tops that of Trump, as both announce big June hauls

•   WP: Trump administration hires tech firm to build a virtual border wall, an idea Democrats have praised

•   FT: Merkel urges swift agreement on EU coronavirus recovery plan

•   FT: UK court rejects Maduro’s claim on $1bn of gold held by BoE

•   FT: Fed’s Bullard says risk of financial crisis remains

•   FT: Sunak damps hopes of big UK tax cuts

•   FT: Wealth tax more likely than ever, former civil service head says

•   FT: Barnier hints he is ready to address UK’s red line on European court

•   FT: Top US trade official inflicts wounds on relations with EU

•   FT: Foreign backers urge Ukraine to stand firm on corruption

•   FT: Deutsche works with regulators on Wirecard Bank bailout

•   FT: Oil majors face up to plunging asset values

•   FT: Calls for green bank mount amid UK recovery plans

•   Bloomberg: China Warns U.S., U.K. to Stop Criticism of New Hong Kong Law

•   Bloomberg: Covid-19 Isn’t Killing Cash. People Are Hoarding More of It

•   Bloomberg: Will Pubs Reopening Give the U.K. Economy the Boost It Needs?

•   Bloomberg: German Parliament Backs ECB Bond-Buying After Court Standoff

•   Bloomberg: Brexit Negotiators Home In on ‘Landing Zone’ Despite Differences

•   Bloomberg: Spain Sees 49% Drop in Furloughed Workers Since Lockdown Peak

•   Bloomberg: Boeing Quietly Pulls Plug on the 747, Closing Era of Jumbo Jets

•   Bloomberg: What Central Banks Have Learned From the Crisis

•   Bloomberg: When Will We Have a Covid-19 Vaccine? Fauci Says One Not Enough

•   Bloomberg: Fauci Says New Mutation May Speed the Spread of Coronavirus

•   Bloomberg: Trump Says Jobs Report Shows the U.S. Economy Is ‘Roaring Back’

•   Bloomberg: China’s Corporate Bond Defaults Unveil Hidden Blind Spots

•   Bloomberg: U.K. Sets Out New Red Tape on Post-Brexit Trade in Irish Sea

•   Bloomberg: Thailand Plans Open Borders for High-Spenders on Private Planes

•   Bloomberg: Clean Technology Spend Triple to Hit Goals

•   Reuters: Coronavirus on the rise in 37 U.S. states as Florida reports 10,000 new cases

•   Reuters: Goldman Sachs sees oil demand returning to pre-coronavirus levels by 2022

•   Reuters: Russia's coronavirus case tally passes 660,000

•   Reuters: Tax reform is inevitable after pandemic, says Spain's PM Sanchez

•   Reuters: Brazil's economy has started 'V-shaped' recovery: central bank chief

•   Reuters: Fed balance sheet shrinks further, and still no Main Street loans

•   Reuters: Fed's Powell continued to talk frequently with Mnuchin, lawmakers in May

•   Reuters: State Department warns top U.S. firms over supply chain risks linked to China's Xinjiang

•   Reuters: Chile´s Codelco warns more restrictions on copper mines would be 'catastrophic' - report

•   CNBC: Energy major announces plans to produce hydrogen from ‘largest plant of its kind’

•   CNBC: Cramer: Blowout jobs gains reflect 'optimism in the country'

•   MarketWatch: The coronavirus crisis is costing states and locals hundreds of billions, analysis finds

•   SCMP: Exclusive | ‘Terrible’ law will not change how US consulate operates, top US envoy says

•   SCMP: China holds off retaliation but urges India to end trade ‘discrimination’

•   SCMP: China’s Greater Bay Area factories grapple with virus-driven hit to orders

•   SCMP: China cracks down on wasteful ‘themed town’ projects

•   SCMP: Shanghai’s quest to be global finance hub boosted by Hong Kong troubles

•   Global Times: How EVFTA will impact China-Vietnam industrial chain？

•   Global Times: China prepares for large-scale production of COVID-19 vaccines

•   매경(P1): 文 "다주택 부담 강화…투기성 매입은 규제"

•   매경: 靑 "다주택 참모진 이달내 처분하라"

•   매경: 규제에 더 불붙은 강남 집값…래미안대치팰리스 평당 1억

•   매경: `성난 집값 민심` 달래려…종부세 넘어 더 센 세금카드 꺼낼수도

•   매경: 정부 추진 `재정준칙`에 제동 건 與

•   매경: 홍남기 "금융시장 안정세…외환규제 다시 죈다"

•   매경: 풀HD 영화 124편 1초에 전송…SK하이닉스, 초고속D램 양산

•   한경(P1): "임금피크 직접 해결"…시니어 금융노조 출

•   한경(P1): 사모펀드·P2P·리딩방 전수조사

•   한경(P1): 삼바·셀트리온·SK바이오팜…미래를 먹고 자라는 '드림株' 떴다

•   한경: 경제 주도할 산업의 흐름, 증시는 알고 있다

•   한경: "연체 대란 막아라"…정부, 자영업 대출 56조 만기 연장 검토

•   한경: 편의점주 "최저임금 1만원 되면 줄폐업…2019년 수준 낮춰야"

•   한경: 노사정 타협 걷어찬 민주노총…그 뒤엔 '30년 계파갈등'

•   한경: 반년 만에 코스닥 돌아온 외국인 뭘 담았지?…6월 한달동안 4190억어치 사들여

•   한경: "2년 거주 규제 피하자" 재건축 조합설립 속도

•   한경: "아파트 음식배달, 로봇이 합니다"

•   서경(P1): 부동산 대란···세입자도 실수요자도 "못 살겠다"

•   서경: "내 집 마련 꿈 날아갔다"... 대출축소에 집단행동 나선 서민들

•   서경(P1): [단독/시그널] 두산솔루스, 결국 스카이레이크 품으로

•   서경(P1): 대한항공, 기안기금 1조 지원 받는다

•   서경: [단독]자영업자 고용·산재보험료 소득 공제···전 국민 고용보험 본격화

•   서경: 코로나發 'AI 투자' 전성시대...종목 분석·추천도 척척

•   서경: "실수요자 대출 규제 풀어야 '패닉 바잉' 막는다"

•   서경: "하반기 집값 안 떨어지고 전셋값은 더 오른다"

•   조선(P1): 與의원 5명이 38조 추경 주물렀다… 그사이 4000억 지역사업 끼워넣기

•   조선: 탈원전 쌈짓돈이 된 '5조 전력산업기금'

•   조선: "수소는 운송 가능한 무한생산 에너지, 이젠 선택 아닌 필수"

•   조선비즈: 갈 곳 잃은 사용후핵연료... 신임 위원장 선출 '공론화' 속도붙나

•   조선비즈: 소·부·장 진짜 독립은 이제부터… "될성부른 기업에 힘 몰아주자"

•   조선비즈: 메모리 반도체 용량 1000배 높일 이론 나왔다... 삼성에 우선 적용

•   IT조선: 포스트 코로나=5G 시대' 역설하는 글로벌 통신업계

•   중앙: [단독] 추경 편성해놓고 미집행 예산 3년간 1조6375억원

•   중앙: [현장에서] 탈원전 비용 결국 전기료서 부담…3년도 못간 ‘거짓 약속’

•   동아: 강경화 “美, 유연한 입장으로 임할 준비”… 내주 비건 방한 앞두고 북미대화 띄우기

•   문화: “미·중갈등 해결 위해선 중국내 소득 불평등 해소돼야”

•   국민(P1): 광주 확진자 연이틀 최고치… “제2대구 될라” 전전긍긍

•   쿠키뉴스: 124년 두산그룹, 왜 벼랑 끝에 몰렸나

•   머니투데이(P1): 주식으로 2000만원 벌면 세금 '0'원…펀드로 벌면 '400만원'

•   머니투데이: 신용대출 한달새 2.8조↑…금융위 "조일 계획 없다"

•   더벨: 두산중공업, 두산인프라코어에 배당 요구할까

•   헤럴드경제(P1): 서울 ‘하위 20% 아파트값’ 평균 4억 넘었다

•   헤럴드경제(P1): “노사정 잠정합의안경사노위 논의해야”

•   헤럴드경제(P1): 소재·부품·장비 국산화...뿌리산업 ‘脫일본’ 박차

※   산업부: 뿌리산업 범위 10년만에 전면 개편

•   헤럴드경제: “최저임금 16.4% 오르니 일자리 55만개 감소”

•   파이낸셜뉴스(P1): 탈원전에 허덕인 한전, 2년간 법인세 '0원'

•   아시아경제(P1): "이러니 못 없애지"…동학개미가 낸 증권거래세, 상반기만 4兆 '사상 최대'

•   아시아경제(P1): [르포]월성 가보니…안전시설 둘러싼 정쟁에 어리둥절

•   아시아경제: 조용했던 월성…맥스터 증설 공론화 후 분열

•   이데일리(P1): 포스트 코로나' 美·中 전기차 훨훨…뒤쳐지는 韓

•   이데일리: “홀수 악몽 재현일까”..기업 시장 눈돌리는 5G

•   이데일리: [기본소득 대해부①] 차기 대선 최대 화두.."포퓰리즘" vs "필연적"

•   이데일리: [기본소득 대해부⑤] 정철 교수 “사회보장제도 보완 방향이 더 합리적”

•   이데일리: [기본소득 대해부④] '국민투표로 거부' 스위스 등 해외 사례는?

•   연합: 국내 대기업 집단 홍콩법인 170곳…미중 갈등에 탈출할까

•   뉴시스: 기장군, 고리1호기 사용후핵연료 해체 계획부터 세워라

•   뉴스핌: 두산의 미래 구상 '수소모빌리티+연료전지', 언제쯤 빛 볼까

•   뉴스1: 일본, 급소라며 찔렀지만 한국 반도체 더 강해졌다

•   아주경제: [지금은 수소시대①] 이제는 탄소경제→수소경제 사회로 간다

•   아주경제: [지금은 수소시대②] 수소車 이어 수소드론, 수소도시까지 만든다

•   아주경제: [지금은 수소시대③] 수소공급, 내수론 한계...관건은 해외공급망 확보

•   아시아투데이: [단독] ‘숨통 트인’ 두산중공업, 내부 달래기… “추가 구조조정 없다”

•   더구루: 한전 인수 무산' 英 원전사업 부활 시동…두산 등 기관 14곳 제안

•   매일일보: 발등에 불 떨어진 두산건설…재무전문가 긴급 수혈

•   WNN: Nuclear's role recognised in US decarbonisation plan

•   reNews: Boost clean energy innovation' to reach net zero, urges IEA

•   에너지경제: 재생에너지 '생활속으로'...생산·유통 변화 바람

•   CNET: Coronavirus vaccine: Are we close to finding one? Here's what's happening

•   전자신문(P1): "이통중계장치 설치 아파트 주민 3분의2 동의 받아야"···초강력 규제에 5G 인프라 구축 타격

•   전자신문: [이슈분석]2중·3중 중계기 설치 규제...5G 투자 동력 상실 우려

•   전자신문: [이슈분석]글로벌 시장은 5G 인프라 확산에 사활...없던 규제도 만든 한국

•   전자신문: 현대차, 수소차 넘어 수소선박·철도·트램·항공시장 겨눈다

•   디지털데일리: “고객님 계신 곳으로”…日 반도체 기업, 줄줄이 ‘한국행’

•   Phone Arena: LG's rollable display phone gets a name and a release date

•   Inside EVs: Interest In Electric Cars Pushes Forward Despite COVID-19 Pandemic

•   Robotics Tomorrow: Preparing to be Acquired: COVID-19 Has Inspired Small Manufacturers to Embrace Robotics

•   IEEE Spectrum: Festo's New Bio-Inspired Robots Include a Feathery Bionic Bird

•   Nikkei Asian Review: Japan seeks stoppage of 100 inefficient coal plants in a decade

•   Nikkei Asian Review: No new curbs in Tokyo yet but governor warns of virus spread

•   Nikkei Asian Review: Japan Inc. to invest $14bn in LNG development in Africa

•   Japan Times: Hitachi ends acquisition of ABB's power grids business and plans expansion

•   Japan Times: Coronavirus-linked business failures top 300 in Japan

•   Economic Times: Samsung set to gain amid Chinese handset brands' pain

•   Economic Times: Rebound gathers pace as most indicators show improvement

•   Livemint: Recovery in rural sector may not help India to recover pandemic losses: Report

•   Hindustan Times: Tension with China may drive up private telcos’ 5G rollout costs

•   Hindustan Times: Covid-19, moratorium hit loan recovery biz

•   Folha de S.Paulo: Brazil Registers 1,057 Deaths on the Day; Country Passes 60 thousand Death Mark

•   Moscow Times: Putin’s WWII and Referendum Holidays Cost Russian Economy More Than $5Bln

•   Moscow Times: Russia’s Top Firms Criticize Government’s Coronavirus Support Package

•   Jakarta Post: Govt owes construction SOEs Rp 5.6t for land acquisition expenses

•   Jakarta Post: Administrative issues hamper COVID-19 budget disbursement: Sri Mulyani

•   Jakarta Post: State banks to disburse $6.32b in loans to help businesses recover from COVID-19 hit

•   Jakarta Post: Indonesia now upper middle-income country, World Bank says

•   Viet Nam News: Việt Nam FDI inflows to accelerate despite de-globalisation

•   Viet Nam News: VN aims to keep inflation under 4 per cent while maintaining growth

•   Viet Nam News: 5G creates innovation opportunities for all economic sectors in Việt Nam

•   Myanmar Times: Myanmar inks two electricity deals with Chinese LNG

•   Myanmar Times: IMF urges Myanmar to tackle non-performing loans after

[Opinions]

•   Project Syndicate(Econ Films): Fixing the World Trade Crisis after coronavirus

•   Project Syndicate(Michael Spence, Chen Long): Florida as a Developing Country

•   Project Syndicate(Hauke Engel, Mekala Krishnan): Taking Climate Risk Seriously

•   Project Syndicate(Vladislav Inozemtsev): Why Putin Should Fear Belarus

•   FT(Editorial Board): Germany can unlock the EU’s recovery fund

•   FT(Martin Wolf): The shape of the recovery is not a given but must be decided

•   FT(Philip Stephens): Sterling’s faded illusion of sovereignty

•   FT(Megan Greene): Investors are too complacent about emerging market risks

•   FT(Edward Luce): How America could fail its democracy test

•   FT(Martin Sandbu): Has the time come for a net wealth tax in the UK?

•   FT(Tony Barber): Vladimir Putin has just done a Brezhnev

•   FT(Simon Kuper): Why the attention economy politicians got Covid so wrong

•   FT(Richard Milne): Nokia and Ericsson remain vulnerable in geopolitical 5G tussle

•   FT(Tina Fordham): Markets are right to be nervous about the US election

•   FT(Olli Rehn): EU stimulus must be strong, co-ordinated and focused

•   FT(Lex): Daimler: the best, bested

•   WSJ(Joseph C. Sternberg): Beijing Will Miss Hong Kong Now That It’s Gone

•   NYT(Editorial Board): President Trump Has Tools to Pressure China. Will He Use Them?

•   NYT(Editorial Board): How Can We Fix Income and Wealth Inequality in America?

•   NYT(Paul Krugman): Under Trump, Covid-19 Spreads While the Economy Stalls

•   NYT(Nicholas Kristof): Refusing to Wear a Mask Is Like Driving Drunk

•   NYT(Mehrsa Baradaran): The Neoliberal Looting of America

•   WP(Catherine Rampell): The U.S. job market is still in very bad shape. Just wait until the fiscal time bomb goes off.

•   WP(Jennifer Rubin): Maybe we aren’t a 50-50 country after all

•   WP(Brad Parscale): Trump is beating Biden on the most important factor in this campaign

•   WP(Erik Wemple): Trump drops bombshell: ‘These are numbers’

•   WP(Richard Fontaine, Ely Ratner): The U.S.-China confrontation is not another Cold War. It’s something new.

•   WP(Tim Weiner): Putin still plays by the ruthless rules of the Cold War. Because Trump lets him.

•   Bloomberg(Conor Sen): Markets May Have a Reason to Rise Along With Covid-19 Cases

•   Bloomberg(Justin Fox): There’s Still a Gaping Hole in the Economy

•   Bloomberg(Noah Smith): The Covid Surge Will Slam Southern States’ Economies

•   Bloomberg(Aaron Brown): Stocks Are the Default Choice In a World of Bad Options

•   Bloomberg(Clara Ferreira Marques): Vladimir Putin Is Ready For His Next Act

•   Bloomberg(Therese Raphael): Boris Johnson Makes a Bold Move on Hong Kong

•   Bloomberg(Jonathan Bernstein): Could a Supreme Court Fight Save Trump?

•   Bloomberg(Hal Brands): Putin Wins 16 More Years of Reckless Behavior

•   Bloomberg(Tim Culpan): India Shows China Tech the Other Side of the Fence

•   Bloomberg(Karen E. Young): China is Not the Middle East’s High Roller

•   Bloomberg(Timothy L. O'Brien): $600 or $3,120? Gilead Puts a Price Tag on Covid-19 Relief

•   CNBC(Ron Insana): Cutting the capital gains tax won’t help people. It would only encourage investors to sell their winners

•   CNN(Frida Ghitis): Who's afraid of Trump's America?

•   CNN(Kent Sepkowitz): Why have deaths stayed steady while Covid-19 infections are spiking?

•   CNN(Mark Lowcock): What America needs to do if we are to beat this pandemic

•   CNN(Andrew Yang): What Congress can do to avoid a new Great Depression

•   MarketWatch(Nigam Arora): What could save the stock market in July? More government borrowing and Federal Reserve money printing

•   MarketWatch(David Chase): June jobs report shows recovery, but small business owners still need urgent cash assistance to survive

•   서경(사설): 탈원전 정책 실패, 국민 부담으로 떠넘길 건가

•   조선(사설): 탈원전 고지서 날아드는 건 이제 시작일 뿐

•   문화(서균렬): ‘무탄소’ 원자력 뺀 그린뉴딜은 몽상

•   파이낸셜뉴스(사설): 에너지 정책 실패한 부담을 왜 국민에 지우나