Business Intelligence Monitor 200707

(Introduction)

[Markets]

•   Global: Stocks rally, yuan surges as investors bet on China revival

※   China’s yuan posts biggest gain since December

※   Chinese blue chips soar to highest in five years

※   European shares gain in China economic rebound hopes

※   Wall Street surges as data spurs recovery hopes

※   Nasdaq sets fresh all-time, closing highs

※   Macro 백업표

※   Industry 백업표

•   US: MAGA tech stocks worth more than $1 trillion: GOOGL, AAPL, AMZN, MSFT

•   US: Tesla’s stock soars toward record as Wall Street’s biggest bear raises price target

•   한국: 경기회복 기대감에 코스피, 2,190선 근접

•   한국: SK바이오팜 신드롬, 시총 포스코 제쳤다

•   Metals: China demand optimism drives copper to five-month high

•   Grains: Soybeans hit four-month high on hot, dry U.S. crop weather

[Indicators]

•   US Jun. Mortgage delinquencies: Commercial mortgage delinquencies surged at record monthly rate in June

•   US Jun. ISM non-manufacturing index: Service Sector in U.S. Shows Signs of Recovery

•   Eurozone May Retail sales: Eurozone economy leans on domestic demand for revival

•   Eurozone Jun. Construction PMI: Euro area’s construction activity rebounds in June, PMI index rises to 48.3

•   Germany May Factory orders: German Factory Orders Rise Less Than Forecast After Lockdown

•   UK Jun. Car sales: Car sales drop a third in June as showrooms open in England

•   UK Jun. Construction PMI: UK construction sector rebounds but job losses mount

•   India Weekly Employmnet: Urban unemployment rate reverses gear, rises in week to 5 July

•   Vietnam Jun. Retail sales: National retail sales, service revenues up in June

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Death Toll Tops 130,000 Amid Surge in Infections

•   WSJ: U.S. Business Groups Urge China to ‘Redouble Efforts’ to Implement Trade Deal

•   WSJ: As Coronavirus Surges in U.S., Some Countries Have Just About Halted It

•   WSJ: Newsletter: Covid-19 Is Reshaping the Economy

•   WSJ: Uber to Buy Postmates for $2.65 Billion in Stock

•   WSJ: Nokia, Hurt by Costly 5G Chip Mistake, Struggles to Catch Huawei

•   NYT: N.Y.C. Reopening: Dog Runs and Manicures, but Still No Indoor Dining

•   NYT: Small-Business Loans Flowed to Health Care, Construction and Big States

•   NYT: Our Cash-Free Future Is Getting Closer

•   NYT: The Next Energy Battle: Renewables vs. Natural Gas

•   WP: Trump and Biden campaigns shift focus to coronavirus as pandemic surges

•   WP: Trump will accept a ‘steady’ few hundred coronavirus deaths a day as the cost of his reelection

•   FT: Spanish officials seek to reassure after reimposition of local Covid-19 restrictions

•   FT: Sunak to unveil £3bn green package as part of coronavirus stimulus

•   FT: Emmanuel Macron appoints new cabinet with 2022 election in mind

•   FT: Bullish sentiment flirts with a trap from peak surprises

•   FT: UK faces calls to target China with new sanctions

•   FT: China envoy warns of ‘consequences’ if Britain rejects Huawei

•   FT: UK businesses push for return of office workers

•   FT: UK’s growth rate could be revised after large revisions to official data

•   FT: How governments can help with supply chain diversification

•   FT: Brexit negotiators hunt for a breakthrough in London talks

•   FT: Iberdrola plans €10bn-a-year clean energy push

•   FT: EU recovery fund should focus on cross-border projects, Eurogroup candidate says

•   FT: Bundesbank to keep buying bonds after court challenge

•   FT: Lockdown easing in England threatens cautious approach of devolved nations

•   FT: Companies pause frantic fundraising to assess pandemic damage

•   FT: French spat with Turkey over Libya lays bare European divisions

•   FT: Facebook, Google and Twitter block Hong Kong from accessing user data

•   FT: Wirecard executive arrested in Munich on suspicion of fraud

•   FT: Taiwan eyes Hong Kong exodus warily

•   Bloomberg: China Installs Hardline Team to Enforce Hong Kong Security Law

•   Bloomberg: Market Focus Starts to Turn Toward Biden Victory, Analysts Say

•   Bloomberg: Record 30-Year Bond Sale to Test Japan’s Steepening Yield Curve

•   Bloomberg: Here’s Why Thailand’s Dire Economic Outlook Is the Worst in Asia

•   Bloomberg: Trump Preparing Orders on China and Manufacturing, Top Aide Says

•   Bloomberg: A Forgotten Trade Spat With Canada Is Costing U.S. Homebuilders

•   Bloomberg: Fed’s Next Policy Move Looks Tied to Long-Run View on Inflation

•   Bloomberg: Europe Awaits German Fiscal Cascade That Could Be Just a Trickle

•   Bloomberg: Jokowi’s Bid to Woo Firms to Indonesia From China Pays Off

•   Bloomberg: U.K. Chooses Fights as It Seeks Its Place in a Post-Brexit World

•   Bloomberg: France Inc. Sticks With Supply Chains Despite Pandemic Fallout

•   Bloomberg: Unemployment Finds Ways to Hide in a Country That Banned Layoffs

•   Bloomberg: U.K. Businesses Expect to Cull Jobs Once Furlough Program Ends

•   Bloomberg: The VIX Is Still Flashing Warnings for Stock Bulls on a Rampage

•   Bloomberg: Why Color of Hydrogen Matters to EU in Energy

•   Bloomberg: Fauci Says Vaccines Likely to Offer Only ‘Finite’ Protection

•   Bloomberg: German Coronavirus Infection Rate Inches Up, New Cases Steady

•   Bloomberg: Italy Bets on Public Spending to Grow Out of Its Crippling Debt

•   Bloomberg: Goldman Says U.S. Tensions Won’t Hurt China Stocks Too Much, Yet

•   Bloomberg: Emerging Asia Tops in Global Returns This Year: Taking Stock

•   Bloomberg: Thousands of Copper Workers Have Fallen Ill in Chile

•   Bloomberg: Freeport Is Selling More Copper Than It Thought in Pandemic

•   Bloomberg: India Growth Forecast Cut Again at Citi as Virus Cases Surge

•   Reuters: U.S. pandemic aid program saved 51.1 million jobs, but wealthy and connected also benefited

•   Reuters: Argentina unveils sweetened debt offer to creditors; sets August 4 deadline

•   CNBC: U.S. coronavirus response still crippled by lack of testing, Dr. Scott Gottlieb says

•   CNBC: Deutsche Bank sees China's recovery moderating in the second half

•   CNBC: Citi sees markets in a 'stalemate' over the next 12 months

•   CNBC: Immunity to coronavirus is 'fragile' and 'short lived,' expert warns

•   CNBC: Germany: massive stimulus reverts years of austerity mindset

•   CNBC: Copper prices could see a ‘supercharged recovery’ this year — but analysts are still cautious long term

•   MarketWatch: Here’s what the rest of the year may hold for the stock market, according to the analysts who got the pandemic call right

•   Fox Business: $600 unemployment boost dispute: What could take its place?

•   SCMP: Severe backlog in Europe-bound trains at Chinese border

•   Global Times: China can deal with the US: scholars

•   Global Times: Chinese COVID-19 vaccine approved to enter Phase III clinical trial in Brazil

•   매경(P1): [뉴스&분석] 재건축 묶더니…서울 내년 입주 `반토막`

•   매경: 코로나에 수도권인구 급증하는데…집값 안오를 수 있나

•   매경: 49% "집값 후속대책 효과 無"…37%는 "대책 효과 있을 것"

•   매경(P1): 데이터 한건에 1억원 하는 시대

•   매경(P1): 테리사 메이·존 헤네시…팬데믹위기 해법 찾는다

•   매경: 코로나發 글로벌 지각변동…자본주의 새판 짠다

•   매경: 21돌 맞은 세지포 대주제…위기를 기회로 삼는 대전환 `팬데노믹스`

•   매경: ① 존 헤네시·팀 드레이퍼…실리콘밸리 빅테크 혁신 공개

•   매경: "세금 무서워 집 팔겠나…통합당, 1주택 종부세 면제로 맞설것"

•   매경: "좋은 일자리는 강성노조 차지…기업 氣 살려줘야 일자리 늘 것"

•   한경(P1): 고가 1주택자 종부세·양도세 더 올린다…또 세금 늘리는 부동산대책

•   한경: 고가 1주택 稅부담 확대…취득세율 3% 이상으로 올릴 수도

•   한경: 6·17 규제 피해자 속출하자…홍남기, 뒤늦게 "보완책 마련"

•   한경: 똘똘한 한 채'도 규제…고가주택에 세금 폭탄

•   한경: 여당 내부에서도…"재건축 억누르지 말고 공급 적극 고민해야"

•   한경(P1): 文대통령, 공급 늘리라는데…박원순 "그린벨트 안 푼다"

•   한경(P1): "니콜라 보고 있나?"…현대車 '수소트럭 생태계' 치고 나갔다

•   한경: 수소연료전지 장착한 엑시언트…내연기관車 못지않은 '출력'

•   한경: 문 대통령 "경제·민생 입법 신속히"…공정경제 3법 등 가속 예고

•   한경: 김병욱 "부동산에 쏠린 돈, 기업으로…증권거래세 폐지 등 추진"

•   한경: "국내기업 10월 유동성 위기 우려"…전경련·대외경제정책硏 세미나

•   전경련: 코로나19 이후 세계경제전망과 한국의 대응 세미나

•   한경: 샌드박스 성과 '생생한 목소리' 전한 박용만

•   서경(P1): "일감 없어 주3일만 일해요"···産團의 절규

•   서경(P1): [단독]'임대업 세혜택 폐지'··· 巨與, 소급적용 추진

•   서경(P1): 노사정 서명도 안했는데···'사내복지금' 개정 나선 정부

•   서경: 뿔난 임대업자 집단반발 "장려할땐 언제고···정부가 배신"

•   서경: 집값 대책 난수표 됐는 데 또···"상담 포기" 세무사도 두손 다 들어

•   서경: 차·조선 부품 만들던 자리엔 '돈 되는' 마스크 공장만

•   서경: 스타트업 지원, 제조업은 '뒷전'

•   서경: [단독]신재생 활용 ’에너지 자립형 산단’ 확대 검토

•   서경: 反中 감정 고조에···인도 시장 파고드는 삼성

•   서경: 삼성전자 '영업익 7조'?...주가 뒤늦게 발동 걸릴까

•   조선(P1): 文대통령 "국회가… 국회가… 국회가…"

•   조선(P1): 질본 "감염력 6배 변종 코로나, 5월 이후 유행"

•   조선(P1): 강남 때리기 3년, 강북 집값도 55% 치솟았다

•   조선(P1): 文대통령도 與대표도 부동산 총공세

•   조선: 與, 프랑스의 부동산 부유세까지 도입 검토

•   조선: 강남 투기 잡겠다더니… "이번 생은 망했어" 전국민을 잡았다

•   조선: 내년 적자국채 발행, 역대 최대인 84조원 계획

•   조선: 해외에선 기후변화 대응… 환경부 아닌 '재무부'가 한다

•   조선비즈: 탈원전 딜레마'… 월성 1호기 손실 보전하면 '조기 폐쇄는 정부 결정' 자인하는 셈

•   조선비즈: 원전 풀가동해 전력대란 막는다는 정부… 계속되는 '脫원전' 논란

•   중앙(P1): 금융세제 개편안 2주 안돼 땜질, 원칙없는 과세

•   중앙: “김현미, 경제학과 싸우고 있다” 수요 잡으려다 공급만 줄여

•   중앙: 반도체 하반기도 선방할까

•   동아(P1): 광주 무서운 확산세… 거리두기 3단계 검토

•   동아(P1): 코로나發 산업재편, BBIG에 돈 몰린다

•   동아: 기간산업→IT→차·화·정→BBIG… 위기때마다 바뀐 간판기업

•   동아: GE→엑손모빌→애플… 글로벌 시총 1위도 자리바꿈

•   문화: ‘脫원전 비용’ 1.5조…“전기요금으로 메꿔 사실상 국민부담”

•   문화: “월성1호기 경제성보고서 50쪽 → 2쪽 축소”

•   문화: ‘코로나發 위기’ 또 구원투수로… 2조 풀어 기업 자산 헐값 매각 막는다

•   한국(P1): [우리는 코로나 세대] "바늘 구멍마저 막혔다" IMF세대보다 취업 힘들면 어쩌나요

•   한국(P1): [단독] 비건, '대북제재 완화' 새 협상 보따리 들고 한국 온다

•   한겨레: 코로나19로 수요 줄고 대출 막혀…기업 신용등급 소폭 하향

•   한겨레: 원재료부터 전기차까지…판 커지는 ‘배터리 합종연횡’

•   머니투데이(P1): [단독]37억 아파트 '줍줍'에 16만명…2030의 부동산 열기

•   머니투데이: 떠나는 젊은이들…강릉·나주 30년 후엔 '지방소멸'

•   머니투데이: 수소의 모든것 볼수 있는 '수소엑스포' 9월16일 개막

•   머니투데이: 규제자유특구 7곳 추가 지정…수소경제 탄력 받는다

•   더벨: [두산그룹 구조조정]모트롤BG 인수전에 중국 XCMG 가세

•   더벨: [두산그룹 구조조정]'미래 에너지로 중심이동', 승부수는 수소

•   더벨: 두산건설, 상장폐지 탓 단순해진 이사회

•   헤럴드경제(P1): “서울 공급 없인 집값 못 잡는다”

•   헤럴드경제(P1): LG화학 모든 사업장 ‘100% 재생에너지’

•   헤럴드경제: 사옥매각 ‘흥행’에도 못 웃는…두산건설 복잡한 속사정은?

•   파이낸셜뉴스(P1): 부가세 간이과세 20년만에 손질… 연매출 기준 6천만원으로

•   파이낸셜뉴스: "부동산=투기 인식부터 잘못… 넘치는 돈 3천兆 투자 길 터줘야" [부동산시장 전문가 대담]

•   파이낸셜뉴스: 한은, 통화정책 신중한 행보 예고.. ‘0.5% 금리’ 내년까지 끌고갈 듯

•   파이낸셜뉴스: 10조 규모 SPV 출범 '임박'.. 8월 만기 BBB등급 첫 수혜

•   파이낸셜뉴스: 실적 악화에 지갑 닫은 상장사… 중간배당 4년만에 줄었다

•   파이낸셜뉴스: 낸드 시장 선전에… SK하이닉스, 2분기 깜짝 실적 예고 [포춘클럽 라운지]

•   아시아경제(P1): 아파트 매물 씨가 말랐다…노·도·강 '분노매수'에 신고가 속출

•   아시아경제(P1): 펀드 기본공제 제외 '역차별' 논란'에…정부, 보완방안 검토키로

•   아시아경제: BIS의 경고…韓기업, 위기 때 비용절감 대응 떨어진다

•   아시아경제: 5G 투자 발 떼는 각국…反화웨이 기조에 韓장비 '수출 잰걸음'

•   이데일리(P1): [건보료 인상 비상]①코로나에 재정확충 급한데…가입자들 제동

•   이데일리: 선박 인도·수주 일제히 감소… 조선업계 “버텨야 산다”

•   연합: 아파트·골프장 일상 곳곳 감염확산…"바이러스 전파력 더 세져"

•   이투데이: 中 굴착기 시장 역대 최대…두산ㆍ현대 수주 총력전

•   이투데이: 무디스, 두산인프라코어가 발행할 예정인 채권에 ‘Aa2’ 부여

•   비즈니스포스트: 두산인프라코어, 중국에서 건설장비 호조로 하반기도 수혜 가능

•   비즈니스포스트: 두산밥캣, 미국 건설경기 회복 타고 하반기 건설기계 판매증가 가능

•   더팩트: 두산重, 골프장 외 자산 매각 지연에 깊어지는 고민

•   reNews: EU to tackle barriers to cross-border offshore wind

•   에너지경제: ‘국회수소경제포럼’ 공식 출범…여·야 의원 32명 참여

•   KHL: Kubota introduces new U50-5 mini excavator

•   Equipment World: House passes $1.5 trillion infrastructure bill; construction groups offer mixed response

•   OilPrice.com: Libya's Oil Exports Are Set To Fall Even Further

•   MINING.com: Peru miners under siege as coronavirus cases top 300,000

•   전자신문(P1): 삼성전자·LG전자·애플 “국내에는 5G 스마트폰만 출시”

•   전자신문: 4월 태양광 전력거래량 57만MWh '역대 최대'

•   Phone Arena: More Samsung Galaxy Fold 2 specs and price details leak out, release date may be pushed

•   Phone Arena: TSMC crushes Samsung in Q2 chip production as more 5G demand beckons

•   Phone Arena: Galaxy Note 20 will likely be released on August 21

•   Phone Arena: Huawei’s next foldable may be called Mate V

•   Robotics & Automation News: ABB says it recycles and ‘re-manufactures’ thousands of old robots

•   Robotics & Automation News: Universal Robots partners with Phillips Machine Tools India

•   로봇신문: 폭스콘·비야디 등 中 2대 OEM 공장 이동 로봇 확산

•   Nikkei Asian Review: More feared dead in southwest Japan floods, 25 fatalities so far

•   Economic Times: Retail sales of vehicles pick up speed in June

•   Livemint: India-China standoff: India resets 'One China' position?

•   Livemint: India's first coronavirus vaccine: Human trials of Covaxin on 375 people starting soon

•   Livemint: Covid cases at factories leave India Inc in a bind

•   Livemint: Ability of firms to service loans deteriorates in March quarter

•   Moscow Times: Denmark Paves Way for Russia's Nord Stream 2 Restart

•   Moscow Times: Russia Secures Lowest Number of Foreign Investment Projects Since 2014

•   Jakarta Post: Charged exchange: PLN electricity billing confusion enters third month

•   Viet Nam News: EVFTA expected to give a lift to real estate sector - Economy - Business Beat - Vietnam News | Politics, Business, Economy, Society, Life, Sports - VietNam News

•   Myanmar Times: Magwe gas plant starts running, VPower says

[Opinions]

•   Project Syndicate(Joseph S. Nye): After the Liberal International Order

•   Project Syndicate(J. Bradford DeLong): American Exceptionalism Strikes Out

•   Project Syndicate(Daron Acemoglu): What We Owe Essential Workers

•   Project Syndicate(Devesh Kapur): The Crisis India Needed

•   FT(Gideon Rachman): Why Hong Kong cannot be another Singapore

•   FT(Robert Shrimsley): Boris Johnson needs to live up to his climate change rhetoric

•   FT(James Kynge): China’s stock market surge is fuelled by liquidity not fundamentals

•   FT(Sam Geall): China still needs to curb King Coal

•   FT(James Whiteside): What does the pathway to net zero look like for miners?

•   FT(Karen Ward): Don’t fight the Fed but don’t depend on it either

•   FT(Lex): Buffett/Dominion Energy: foraging for storage

•   FT(Lex): Pandemic bonds: execution risk

•   NYT(Bharat Ramamurti, Lindsay Owens): How to Give Workers a Raise Without Employers Paying for It

•   WP(Max Boot): What if Trump loses but insists he won?

•   WP(Charles Lane): The dollar is still king. But if our institutions keep failing, it won’t stay that way.

•   WP(John Pomfret): The Hong Kong security law could be China’s blueprint to deal with the ‘Taiwan problem’

•   Bloomberg(Mohamed A. El-Erian): Argentina Debt Proposal Offers a Breakthrough, Deserves Support

•   Bloomberg(David Fickling): Germany’s Coal Power Could Shut Down a Decade Early

•   Bloomberg(Noah Smith): The Wealthy and Privileged Can Revolt, Too

•   Bloomberg(Brian Chappatta): Fed Is Getting Awfully Close to Backing Apple Stock

•   Bloomberg(Shuli Ren): Dear China, Enjoy This Bull Market. Love, Donald

•   Bloomberg(Nisha Gopalan): Revenge Doesn’t Explain Rise in Chinese Property Prices

•   Bloomberg(Ferdinando Giugliano): Why Europe's in Better Shape Than the U.S.

•   Bloomberg(Jonathan Bernstein): Trump’s Approval Rating Isn’t Getting Better

•   CNBC(Karen Firestone): Investors should watch how companies are retooling their sales efforts to meet coronavirus challenges

•   Axios(Amy Harder): Coronavirus topples 2020 energy and climate predictions