Business Intelligence Monitor 200708

(Introduction)

[Markets]

•   Global: Stocks, oil slip but Chinese stocks rally a sixth day

※   European stocks fall, world shares end win streak

※   A$ falls as Melbourne reintroduces some lockdown measures

※   Commodities weaker overall, but copper at five-month high

※   U.S. dollar regains traction in FX markets

※   Macro 백업표

※   Industry 백업표

•   Eurozone: Eurozone borrowing costs drop to pre-crisis levels

•   한국: 코스피 하락 반전 마감…2,170선 밑으로

•   한국: '깜짝실적'이 '재료 소멸'로...삼성전자·LG전자 동반 하락

•   한국: 4만9000원→21만6500원… SK바이오팜 버블 주의보

•   Metals: Demand hopes, supply worries propel copper to 5-month peak

•   Grains: Corn, soy slip as U.S. crop weather looks less threatening

[Indicators]

•   US May Job openings: Layoffs Fell in May to Pre-Coronavirus Levels

•   China Jun. Foreign reserves: China’s FX Reserves Rose for Third Month as Outflows Stay Muted

•   한국 5월 경상수지: 5월 경상수지 흑자 23억달러…한은 "올해 570억달러 흑자 가능"

※   조선: 국내 투자자, 국내 주식보다 해외 주식을 더 샀다

•   한국 5월 재정수지: 거덜나는 나라살림…5월까지 적자 78兆, 벌써 작년 적자 '훌쩍'

•   한국 6월 건설기업경기실사지수: 체감 건설경기 소폭 개선…지난달 CBSI 79.4

•   Japan May Household spending:Japan's May household spending drops at record pace amid pandemic

•   Japan May Wages:Japan's May overtime pay logs biggest-ever dip

•   Indonesia Jun. Foreign reserves: Indonesia’s forex reserves rise to near record-high in June

•   Malaysia Benchmark rates: Malaysia Cuts Rates to Record Low, Warns of Downside Risks

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Pulling U.S. Out of the World Health Organization

•   WSJ: U.S. Virus Cases Rise as Country Withdraws From WHO

•   WSJ: Covid-19 Resurgence Threatens Travel Rebound

•   WSJ: U.S. Commits $2 Billion for Covid-19 Vaccine, Drug Supplies

•   WSJ: Big Tech’s Stand on Hong Kong Law Reveals Wider Fears at Foreign Firms

•   WSJ: The Coronavirus Redraws the Car Market’s World Map

•   WSJ: Investment Firms and Real-Estate Developers Took Stimulus Loans Too

•   WSJ: Covid Still Poses Challenges for Financial System, Fed’s Quarles Says

•   WSJ: Unemployment Expected to Reach Highest Level Since Great Depression

※   OECD: Urgent action needed to stop jobs crisis becoming a social crisis - OECD

•   WSJ: Governments Eye a Green Economic Recovery. Some Industries Aren’t Convinced.

•   WSJ: Fed’s Clarida Says Economy’s Path Tied to Efforts to Deal With Pandemic

•   WSJ: Newsletter: Two Steps Forward…

•   WSJ: TikTok Maker Seeks to Strike Balance as China, U.S. Step Up Geopolitical Pressure

•   NYT: Months Into Virus Crisis, U.S. Cities Still Lack Testing Capacity

•   NYT: President Bolsonaro of Brazil Tests Positive for Coronavirus

•   NYT: Mary Trump’s Book Accuses the President of Embracing ‘Cheating as a Way of Life’

•   NYT: ‘Time Is Always Money’: Pandemic Lockdowns Hasten Infrastructure Work

•   NYT: Sweden Has Become the World’s Cautionary Tale

•   WP: Treasury, SBA data show small-business loans went to private-equity backed chains, members of Congress

•   WP: Texas sees sharp decline in tax revenue as coronavirus surge unleashes more budget uncertainty

•   WP: Melbourne coronavirus lockdown puts 5 million under restrictions as Australia battles second wave

•   FT: Hardline Brexit stance threatens City market access, UK warned

•   FT: Italian mafia bonds sold to global investors

•   FT: US data disclosure reveals flaws in $520bn rescue process

•   FT: Fed official warns US recovery may be ‘levelling off’

•   FT: Coronavirus corruption cases spread across Latin America

•   FT: Indians maintain faith in messianic Modi

•   FT: Sunak unveils £2bn scheme to avoid youth jobless disaster

•   FT: High expectations leave no room for error

•   FT: FT-Peterson Economic Monitor: Are Americans better off than they were four years ago?

•   FT: Centeno calls for rethink of EU debt and deficit rules

•   FT: Brussels slashes EU growth forecasts

※   European Commission: Summer 2020 Economic Forecast: An even deeper recession with wider divergences

•   FT: Lockdown heroes: will they ever get a raise?

•   FT: Merkel comes under fire at home for China stance

•   FT: Oil crash piles pressure on bloated refining sector

•   FT: Hardline Brexit stance threatens City market access, UK warned

•   FT: US volatility indices show persistent investor ‘fear’ after rally

•   FT: Tensions rise on the Nile over Africa’s largest dam

•   Bloomberg: New U.S. Visa Rules Threaten to Deport 369,000 Chinese Students

•   Bloomberg: How Hong Kong Sanctions Could Threaten Wall Street

•   Bloomberg: Hong Kong's National Security Law Is Already Having a Chilling Effect

•   Bloomberg: White House Wants Stimulus by August Recess With $1 Trillion Cap

•   Bloomberg: Pandemic Worsens Inequality as Vulnerable Workers Bear Brunt

•   Bloomberg: New York, Nevada Lead GDP Contraction in the First Quarter

•   Bloomberg: Millions of Americans Have Moved Due to Coronavirus

•   Bloomberg: Germany’s Export Engine Sputters With Global Economic Slump

•   Bloomberg: Johnson Tells Merkel U.K. Is Ready to Go Without an EU Trade Deal

•   Bloomberg: U.K.’s Global Trade Deals Still Pose a Huge Pre-Brexit Challenge

•   Bloomberg: Bank Indonesia Steps Up Unconventional Moves With Budget Funding

•   Bloomberg: Self-Driving Fully Electric Cars Will Be the Ultimate Green Move

•   Bloomberg: In The Physical Oil Market, Sour Barrels Trade at Sweet Prices

•   Bloomberg: BOJ Likely to Stand Pat, Keep Outlook Mostly Unchanged

•   Bloomberg: Florida Covid-19 Positivity Soars, Hurting Governor’s Case

•   Reuters: WHO acknowledges 'evidence emerging' of airborne spread of COVID-19

•   Reuters: Economists call for more direct cash payments tied to the health of the economy

•   CNN: Cash is slowly dying. These are the companies replacing it

•   CNN: The ugly truth about millions of American jobs: They are not coming back

•   CNBC: Economists warn of U.K. jobs crisis ahead of crucial budget

•   CNBC: Trump vows to pressure governors to reopen schools in the fall

•   CNBC: Dubai reopens to tourists in hopes of sector rebound

•   CNBC: CDC says 9% of meatpacking plant workers have been diagnosed with Covid-19

•   CNBC: SMIC, China's biggest chipmaker, begins $6.6 billion share sale

•   CNBC: The construction industry draws on green tech with electric and hydrogen fuel cell equipment

•   CNBC: China passes national security law on Hong Kong, but creates more inflows

•   MarketWatch: This fascinating chart shows the link between commodity prices and populism

•   Fox Business: Consumer spending cutoff: As unemployment benefits expire, US economy may suffer

•   SCMP: US coronavirus stimulus reignites Beijing’s criticism of dollar hegemony

•   SCMP: China consumer sentiment falls, casting shadow over second quarter rebound

•   Global Times: Will new China-India border peace deal hold?

•   매경(P1): 현대차·SK, 미래산업 함께 달린다

•   매경: 핵심사장단 대동한 정의선·최태원…"韓경제에 새로운 힘 될것"

•   매경: 현대차, 글로벌 배터리 1위·4위·7위와 동맹 완성

•   매경(P1): 주택 1년미만 단기투자, 양도세 최대 80% 추진

•   매경: 다주택자만 세금 폭탄?…9억이하 주택도 보유세 확 늘린다

•   매경: 경실련 "與는 부동산투기 조장당…177명중 40명 다주택"

•   매경: 실수요 주택대출 늘리나…LTV가산요건 완화 검토

•   매경: 임대사업혜택 소급폐지·전세 무한연장…與, 위헌 넘나드는 입법

•   매경: "임대사업 장려하더니 토사구팽"…靑게시판에 청원글 와글와글

•   매경: 정부, 유연한 재정준칙 마련 황급히 나섰지만…

•   매경: 코로나에 무너진 전통 재정학 원론

•   매경: D램값 하락 조짐…3분기 가시밭길 예고

•   매경: 속도 못내는 `디지털뉴딜`…더딘 5G 투자

•   매경: 기안기금 대상 늘린다…車·조선 추가될듯

•   한경(P1): 코로나 뚫고 영업익 8兆…'괴력'의 삼성전자

•   한경: 스마트폰 예상밖 선방…2분기 영업이익 1조7000억선 전망

•   한경: 삼성전자 '비대면 특수'…코로나에도 반도체 영업익 60% 늘었다

•   한경(P1): 이낙연 "서울 부동산 공급 규제 완화"

•   한경: 중국 반도체 기업들 증시서 24.5조원 조달…한국업체 추격 '가속'

•   한경: 주식 '이중 과세' 비판에도…기재부 "거래세 필요" 고수

•   한경: 은성수 금융위원장 "6·17 대책 억울함 없게 하겠다"

•   한경: 역세권 용적률 높여 주택 공급…서울시 '콤팩트시티' 사업 속도

•   한경: "임대차보호 3法 시행전 보증금 올리자"…전세난 가중

•   한경: 의견차 못좁힌 최저임금…"8410원" vs "1만원"

•   한경: 카타르 100척 수주' 환호했는데…그전에 말라죽을 판

•   한경: "집 내보낸 자식, 알고보니 보석이더라"

•   한경: 목표가 추월 속출…종목 리포트 꺼리는 애널리스트들

•   서경(P1): 기업 생사기로인데···'ILO 선비준' 우려

•   서경: [ILO협약 선비준 공포]정부는 안한다지만...재계 "巨與가 밀어붙이면..."

•   서경: 맹탕 주택공급 처방에···힘 받는 '1기 신도시 리뉴얼'

•   서경: "법인세 충격 커···올 국세수입 3조 줄어든다"

•   서경: 포스트코로나 기업의 생존전략은 '초격차'

•   서경: 재난지원금 반짝 소비도 집값 급등에 도루묵되나

•   서경: [단독] 정책실패 분노한 30대, 서울 집 더 샀다

•   서경: 날아온 재산세 폭탄 고지서···"30% 올랐다" 곳곳 아우성

•   서경: "코로나 위기를 기회로"...언택트·그린뉴딜 사업 박차

•   서경: “ ‘해상도 100배’ 디스플레이 수율문제 해결했죠”

•   조선: 최근 4년새 보유세는 4조원, 거래세는 18조원 늘었다

•   조선: LG전자, 우려했던 '최악의 실적'은 면했다

•   중앙: 수도권 77만 가구 공급한다면서…국토부 “구체내역 집계 중”

•   중앙: 수천억 보조금 수혜…테슬라 전기차, 한국시장 쓸어간다

•   동아(P1): [단독]국민 하루 이동량, 코로나前 수준까지 늘었다

•   동아: [단독]5월초 거리두기 느슨해지자 대규모 재확산… 피서철이 진짜 고비

•   동아: 배터리로 가는 기차… 日 세계 첫 고속철에 韓 ‘수소열차’ 맞불

•   문화(P1): [단독]與, 서울 그린벨트 풀어 주택공급 추진

•   문화(P1): “기후변화속 신종감염병 창궐…연평균 260회 발생할 가능성”

•   문화: 아파트잔금 안들어오면 어쩌나… 6·17 대책에 건설사들 ‘속앓이’

•   국민(P1): 與, 서울 유휴부지 확보 주택 공급물량 늘린다

•   세계: 시총 100대 기업 ‘지각변동’… 상반기, 코로나로 97곳 자리바꿈

•   머니투데이(P1): "유턴기업 파격지원 필수..스마트팩토리 지으면 현금주자"

•   머니투데이: HDC현산, 3000억 회사채 흥행 참패…아시아나 인수 무산되나

•   더벨: 모트롤BG 물적분할 가닥…연내 매각 가능할까

•   헤럴드경제(P1): 가혹한 가업승계…백년기업 걸림돌

•   헤럴드경제: 깜짝 실적냈지만…기소강행땐 경제 ‘올스톱’

•   파이낸셜뉴스(P1): 세금 안올린다더니… 곳곳서 증세 신호

•   파이낸셜뉴스: 광운대 연구진 '배터리 없는 스마트폰' 가능성 열었다

•   아시아경제: 노·도·강 84㎡도 10억… 옛말 된 '10억 = 고가주택'

•   이투데이: 두산솔루스 인수 재협상 테이블에 SI 등판할까

•   미디어오늘: 미국 원전기술자들도 걱정하는 한울 3∙4호기 위험

•   더구루: 현대건설기계, 북미 딜러망 확대…"시장 점유율 제고"

•   더구루: 안종선 부사장이 밝힌 두산인프코어 유럽 전략은?

•   더구루: 두산, 베트남서 소방차 진로방해 논란…여론 '뭇매'

•   reNews: Renewables can deliver £20bn for UK economic recovery

•   reNews: Suzlon records €31m in Q4 losses

•   에너지경제: 월성 1호기 감사 결과 시한 4개월 넘기고도 '오리무중'

•   KHL: Eastern Europe ‘battered’ and ‘bruised’ by Covid-19

•   OilPrice.com: European Oil Giant Slashes Oil Price Forecast To $48 Per Barrel In 2021

•   OilPrice.com: EIA Raises Brent Crude Oil Price Outlook

•   MINING.com: Metals production emissions must halve by 2040 – report

•   전자신문: 증권거래세 이중과세 논란…조세硏 "거래량 영향 미미"

•   Phone Arena: Latest dummy units for the 5G Apple iPhone 12 series remain in line with previous rumors and leaks

•   Phone Arena: New evidence suggests LG will launch cheaper 5G smartphones in 2020

•   Phone Arena: The 5G iPhone 12 2020 models will mark Apple's complete transition to OLED screens

•   Robotics Tomorrow: Automakers and Their Suppliers Turning More and More to Robotic Testing

•   로봇신문: “노사분규 1% 심화 시 근로자 최대 5만명 로봇으로 대체”

•   Nikkei Asian Review: Deadly Japan floods halt factories across industrial base Kyushu

•   Livemint: India to continue with infrastructure upgrade along the border

•   Business Standard: India's Covid-19 tally, fatality rate per mn population among lowest: Govt

•   Business Standard: Covid-19 hit Chinese economy on a slow path to recovery, says UBS

•   Folha de S.Paulo: Deaths at Home Grew 53% during Pandemic in Four Brazilian Capitals

•   Folha de S.Paulo: Brazil Records 656 Deaths in 24 Hours by Covid-19

•   Moscow Times: EU Carbon Tax Could Cost Russia 33Bln Euros – RBC

•   Moscow Times: Idle Moscow Stores Reveal Emerging Economic Scars

•   Jakarta Post: Govt, BI shake hands on $40b burden-sharing scheme toward COVID-19 recovery

•   Viet Nam News: Job losses on the way as firms look to downsize

•   Viet Nam News: Stronger money policies might be considered to aid economic growth: SBV

[Opinions]

•   Project Syndicate(Jim O’Neill): A V-Shaped Recovery Could Still Happen

•   Project Syndicate(Robert J. Shiller,): Understanding the Pandemic Stock Market

•   Project Syndicate(Daniel Gros): Europe’s Good Crisis

•   FT(Editorial Board): Traps ahead on Biden’s path to the White House

•   FT(Martin Wolf): The world falls apart as the US withdraws

•   FT(Raghuram Rajan): Pursue self-interest by helping other economies too

•   FT(Michael Howell): China’s support for US dollar can no longer be relied upon

•   WSJ(John Bolton): China’s Hostage Diplomacy

•   WSJ(H.R. McMaster, Pablo Tortolero): The North American Trade Dividend

•   NYT(Paul Krugman): How America Lost the War on Covid-19

•   NYT(Anna Sauerbrey): How Germany Fell Back in Love With Angela Merkel

•   Bloomberg(Conor Sen): The U.S. Can’t Wait Half a Decade for a Jobs Recovery

•   Bloomberg(Noah Smith): Pandemic Aid Helps Make the Case for Basic Income

•   Bloomberg(Ferdinando Giugliano): Italy Plays Straight Into the Hands of the Dutch

•   Bloomberg(Jonathan Bernstein): Trump Is Acting as If He Wants to Lose

•   Bloomberg(Bobby Ghosh): The Impact of Coronavirus on Foreign Workers

•   Bloomberg(Max Nisen): A Lower Covid-19 Death Rate Is Nothing to Celebrate

•   Bloomberg(Tim Culpan): Samsung's Surprise Leaves More Confusion Over Tech

•   Bloomberg(Ellen R. Wald): A Hopeful House Climate Plan Has a Big Hole

•   CNN(Mark Zandi): To save the US economy, we need to save jobs. This program could do that

•   MarketWatch(Mark Hulbert): This spot-on predictor of who will win the 2020 presidential election is not the stock market or even opinion polls

•   MarketWatch(Pierre Briançon): EU countries are hit unequally by the slump. This makes a joint recovery fund even more difficult

•   매경(서양원): 원전생태계 `징검다리`는 지켜야

•   서경(김경수): 사용후핵연료 엉킨 실타래 풀자

•   한국(김영준): 풍력발전은 어떻게 박쥐의 생존을 위협했나