Business Intelligence Monitor 200709

(Introduction)

[Markets]

•   Global: Global shares rise despite coronavirus fears; gold gains

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures open higher after Nasdaq clinches new record

•   Metals: Copper punches towards January peak, boosted by Chile fears

•   Grains: Wheat futures jump as global production estimates shrink

[Indicators]

•   US Weekly Mortgage rates·applications: Homebuyer mortgage demand spikes 33% as rates set another record low

•   China Jun. Car sales: China’s car sales still showing signs of growth after virus shock

•   한국 6월 주택가격전망 소비자동향지수: 6월에 서울시민도, 지방 거주자도 "향후 집값 오른다" 전망

•   Japan May GDP(JCER est.): Japan's GDP dips 0.5% in May: JCER

•   Japan May Current account: Japan's May current account surplus down 27.9% amid virus pandemic

•   Japan Jun. Economy Watchers sentiment Index: Japan's economy watcher sentiment logs record rise in June

•   Indonesia May Retail sales: Indonesia's retail sales tumble to biggest fall since 2008

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Hits 3 Million Confirmed Coronavirus Cases

•   WSJ: New Coronavirus Surges Slow Economic Recovery

•   WSJ: Trump Criticizes CDC Guidelines for Reopening Schools

•   WSJ: United Airlines Warns It May Furlough 36,000 Staff

•   WSJ: As Chinese Trade Surpluses Persist, So Will Risk of Trade Wars

•   WSJ: Recession Forces Spending Cuts on States Hit by Virus

•   WSJ: Newsletter: Can America Get Back to Work if Schools Stay Closed?

•   WP: Liberals want more from Biden than an anti-Trump message

•   FT: Lagarde’s learning curve: ECB boss on ‘brutal’ coronavirus crisis

•   FT: Fed withdraws from repo market after 10 months

•   FT: US offshore wind power spending has oil in its sights

•   FT: Chinese markets embarks on a ‘breakaway’ from the investing pack

•   FT: UK public borrowing to exceed £350bn with Sunak stimulus plan

•   FT: Sunak will not be able to play Santa Claus forever

•   FT: Sunak’s summer statement reveals his prime ministerial ambitions

•   FT: US retail rebound falters as virus infections surge

•   FT: Treasury says poorest working households gained in lockdown

•   FT: EU must not ‘waste time’ arguing on recovery fund, Merkel says

•   FT: Huawei calls for UK to grant stay of execution

•   FT: UK government’s £3bn energy efficiency plan ‘not yet a green recovery’

•   FT: UK set to nominate Liam Fox for top WTO job

•   FT: Virus on retreat in Spain despite flare-ups, says health chief

•   FT: Security law jeopardises HK democrats’ hopes of election victory

•   FT: New York vs London: my Covid-19 culture shock

•   FT: Silicon Valley weighs whether to leave Hong Kong

•   FT: ‘It’s a matter of fairness’: squeezing more tax from multinationals

•   FT: Border clash prompts Indian industry to seek China alternatives

•   Bloomberg: Biden to Map Economic Path Delaying Progressives’ Biggest Plans

•   Bloomberg: The U.S.-China Rivalry Is Broadening From Trade to Everything

•   Bloomberg: U.K. Property Sales Tax Cut Targets Mid-Priced Homes

•   Bloomberg: Argentina’s Guzman Rules Out Changes to Latest Debt Offer

•   Bloomberg: Inflation Believers Win Big and Defy the Pandemic Market Panic

•   Bloomberg: Gualtieri Says Italy Will Tap Euro-Area Bailout Fund If Needed

•   Bloomberg: Trudeau’s Deficit Swells to 16% of Output on Massive Virus Aid

•   Bloomberg: America’s Exhausted Truckers See a Speedier Economy Ahead

•   Bloomberg: As Businesses Reopen, Many Americans Plan to Spend Less

•   Bloomberg: Red Tape Holds Up $50 Billion Needed to End Indonesia Slump

•   Bloomberg: Global Firms’ Profit Shifting Shows Need for New Tax Rules: OECD

•   Bloomberg: Global GDP Tracker Signals Rebound, Now Comes Hard Part: Chart

•   Bloomberg: U.K. Green Economy Push Faces Price Pressure From Networks

•   Bloomberg: In Copper Country, They’re Using the Metal to Fight the Virus

•   Reuters: Europe maps out green hydrogen vision on path to net-zero

※   European Commission: Powering a climate-neutral economy: Commission sets out plans for the energy system of the future and clean hydrogen

•   Reuters: COVID-19 pandemic plunges working world into crisis: ILO

•   Reuters: China challenges U.S. to cut nuclear arsenal to matching level

•   Reuters: Trump administration says pandemic aid saved 51 million jobs. Did it?

•   Reuters: Fed officials suggest U.S. recovery may be stalling

•   CNBC: 32% of U.S. households missed their July housing payments

•   CNBC: China's jobs problem runs deeper than the coronavirus

•   CNBC: Turkey faces prospect of another currency crisis as inflation jumps

•   CNBC: Pompeo takes aim at Chinese tech firms over data theft concerns

•   CNBC: Coronavirus: Bolsonaro's diagnosis marks 'beginning of the end' for his administration

•   CNBC: CDC director says there's no data children drive coronavirus spread — but the U.S. isn't testing many kids

•   CNBC: Hong Kong's last governor Chris Patten on China's security law for HK

•   CNBC: Goldman: Delayed Nov election results like Bush-Gore could rock markets

•   CNBC: States add work search rules to qualify for unemployment benefits

•   MarketWatch: The coronavirus has given investors a ‘once-in-a-lifetime opportunity,’ says hedge-fund billionaire

•   Fox Business: Trump touts USMCA with Mexican president at White House

•   Fox Business: Blowout jobs data could reduce chances of another stimulus payment — here's why

•   Fox Business: Renters facing financial slam as coronavirus aid runs dry

•   Fox Business: Kudlow insists 'V-shaped recovery' still on, warns against more shutdowns amid coronavirus surge

•   Fox Business: Key stock investors skeptical Dems can sweep election: Goldman Sachs

•   Fox Business: Trump administration eyes $1T price tag for next coronavirus relief package

•   SCMP: Duterte reopens Philippine economy but ‘can’t be like Trump, Bolsonaro’ as Covid-19 cases rise

•   SCMP: Didi partners with China’s central bank on sovereign digital currency

•   SCMP: Chinese academics claim US has started cold war with China

•   SCMP: China power firms suspend publication of coal consumption data

•   SCMP: Can China actually join a trans-Pacific trade deal abandoned by Trump?

•   매경(P1): 규제의 역풍…서울·경기 전세 씨말랐다

•   매경: 강남 중개업소서 사라진 전세…세입자 "비싸도 구해만 달라"

•   매경: 빌라까지 옮겨붙은 전세난…서민들 갈 곳이 없다

•   매경(P1): [단독] 이낙연 "재건축규제 다시 검토해봐야"

•   매경: [단독] "부동산 불로소득 결코 용납못해…공직자 1주택 감내해야"

•   매경: 文 "노동자 삶의 질 높일것"…13일 靑서 한국판 뉴딜 발표

•   매경: "대기업 부동산에 稅중과" 與김정호의원 법안 발의

•   매경: 정부가 키운다는 열병합발전…민간사업자 4706억 적자만 쌓여

•   매경: "덴마크전력 50% 열병합이 담당…파격 인센티브 효과"

•   매경: [단독] 코로나 넉달만에…11만명이 기초수급자로 추락

•   매경: 에너지경제硏 분석…폭염으로 올여름 전기수요 11% 늘듯

•   매경: "2차 팬데믹 가능성 커…하반기 수출회복 요원"

※   KDI: KDI 경제동향 2020. 7

•   매경: 넘치는 돈 증시로 덜왔다…하반기도 개미장세

•   매경: [Biz Prism] 선진국 중심 리쇼어링 가속…환경·노동규제 완화가 관건

•   매경: [Science in Biz] 오염물질에 수소 더했더니…친환경으로 바뀌네

•   한경(P1): "영끌해서 집 사자"…주담대 누르니 신용대출 월 18만건 '폭증'

•   한경(P1): [단독] 신혼·청년, 취득세 감면 혜택 3억서 6억으로 늘린다

•   한경: 부동산 누더기 세법에…늘어나는 '양포' 세무사들

•   한경: 10일부터 3억 넘는 아파트 사면 전세대출 못 받는다

•   한경: "집값 안정 빠른 해법은 도심에 주택공급 확대…고밀도 개발로 바꿔야"

•   한경: GDP까지 웃돈다…부동산금융 2100조원 돌파

•   한경: 稅강화' 해외 참고했다는 정부…사례 발췌는 '악마의 편집'

•   한경: 탄력근로 6개월로 확대' 여야 합의하나

•   한경: 삼성 '갤럭시노트20' 내달 5일 베일 벗는다

•   한경: 6·17 대책'에 꽉 막힌 대출…전문가들 "내 집 마련 최선책은 청약뿐"

•   서경(P1): 수렁에 빠진 '빚 공화국'...質도 악화

•   서경: 재정건전성 양호하다지만···고령화 속도 고려하면 안심 못해

•   서경: [단독] 혈세로 갚을 빚 올해 '500조' 넘는다

•   서경: 525조···공공기관 빚 '숨은 뇌관'

•   서경: 20대 신용대출 6개월새 20% 폭증...가계빚 '질'이 나빠진다

•   서경: 코로나發 기업 대출 과속...금융권 '부실 뇌관' 되나

•   서경: 뿔난 주택임대사업자...협회 만들고 위헌소송 추진

•   서경: 대한항공·두산·KDB생명까지 싹쓸이···"구조조정 성공, PEF에 달렸다"

•   서경: 정부·채권단→PEF로···구조조정 20년, 주도세력이 바뀌었다

•   서경: “락다운(lockdown) 종료되면 산업지도 급변···맞춤형 M&A 전략 필요”

•   서경: LG 자율주행 로봇 1호 "서울대병원서 근무해요"

•   서경: 박용진 상법 개정안'에 코스닥협회도 "반대"

•   서경: 마래푸 17억·성북도 9억 신고가···정책 헛발질에 대출규제 선 넘는 집값

•   서경: 통합당, 정강정책에 ‘환경’ 담고 경제혁신위서 '신재생' 논한다

•   조선(P1): 경험 못한 부동산세금 쓰나미 온다

•   조선(P1): 트럼프 "도움 된다면 김정은과 3차회담"

•   조선: 경실련 "집값 폭등이 前정부 탓? 그럼 박근혜 찾아가 해법 물어보라"

•   조선: "거래세 완화" 뒤집고, 임대혜택 줬다가 뺏고… 양치기가 된 정부

•   조선: 한국 떠나는 외국인 투자 기업들… "고용규제·강성노조 개선돼야"

•   조선: 산업계 "2050 온실가스 감축 권고 따르면 130만 일자리 증발"

•   조선비즈: 권봉석의 승부수… LG전자, 中 BOE와 세계 첫 '롤러블폰' 개발 베팅

•   조선비즈: 한경硏 "'좀비기업' 증가… 구조조정 대비해 기촉법 상시화 필요"

•   조선비즈: 10년간 30대그룹 순위 ‘상위 6곳’ 빼고 다 바뀌었다

•   IT조선: 코로나로 날카로워지는 보호무역주의 칼날, 韓 수출 괜찮나

•   인베스트조선: 네오플럭스 노리는 금융지주, VC 껍데기 얻지만 실익은 불투명

•   중앙(P1): 집 파느니 승진 포기하는 공무원들…부동산 광기의 시대

•   중앙: “6억 내고 21억 아파트 아들 준다” 보유세 죄자 다주택자 증여 늘어

•   동아(P1): [단독]당정, 종부세 최고세율 4.5% 안팎으로 상향 추진

•   동아: 재계 “이익 공유제, 해외서도 법으로 제도화한 경우는 없어”

•   동아: ‘코로나 대출’ 추가연장 압박에 은행들 고민

•   동아: 수출규제 日, 한국 수출액 11년만에 최저

•   문화: 무너지는 기업실적… 올해 법인세 14兆 덜 걷혔다

•   문화: 구조조정·자산매각… 출구 없는 ‘코로나 터널’

•   머니투데이: 부동산대책' 기재부 패싱? 文, 김현미 독대할 때 홍남기는…

•   머니투데이: 두산솔루스 이어 캐시카우까지 판다, 두산 구조조정 어디까지 왔나?

※   두산인프라코어까지 팔기위해 매각 주간사로 크레디트스위스(CS)를 선정

•   머니투데이: 양도세율 80%' 서울 이어 수도권 분양권 시장도 문 닫나

•   헤럴드경제(P1): “서울 살고픈 사람 많은데…살 집이 없다”

•   파이낸셜뉴스: "2035년 휘발유·경유차 등록 금지" 서울 탄소 배출 제로도시로 만든다

•   파이낸셜뉴스: 두산, 자구안 3조 중 2조 마련… 인프라 매각으로 마침표 찍나 [기업 구조조정 속도내나]

※   알짜 자회사 두산밥캣은 지키기로

•   파이낸셜뉴스: 국회의장 찾아간 경총회장 "노조법 개정, 재계 목소리 담아달라"

•   파이낸셜뉴스: 5월 중계무역 20% 넘게 줄었다

•   파이낸셜뉴스: 삼성전자, 3대 악재에 살얼음판 [전자업계, 하반기 경영은]

•   파이낸셜뉴스: LG전자, B2B 공략… 반전 노린다 [전자업계, 하반기 경영은]

•   아시아경제(P1): 서울 6월 주택거래 1만건 돌파…30대 주도 '패닉 바잉'

•   아시아경제: "특고도 실업급여 받는다"…'전국민 고용보험' 첫발, 쟁점은?

•   디지털타임스(P1): 3년간 경제침체 보고도… 文 "최저임금 인상 노력"

•   이데일리: 코로나發 고용위기 435만명…"노사 취약계층 고용유지 협력해야"

•   이데일리: SK하이닉스, 연말 中우시 파운드리 공장 본가동..현지 수요 잡기 총력

•   이데일리: 中 증시 급등…韓 증시엔 호재? 악재?

•   연합: 성남 두산신사옥 건설현장 1명 확진…1천218명 전수검사

•   연합: 두산모트롤 노조 "노동자 생존권 위협하는 일방적 매각 반대"

•   뉴시스: 코로나19에 전기차 '고속질주'…이유는?

•   뉴스1: 성남 두산신사옥' 건설현장 근무 인천 50대 女직원도 확진

•   뉴스1: 1조2천억 장흥 수소연료전지 발전소 물건너 가나…협약 8일 만료

•   데일리안: 두산重, '어려운 선택'…조선 빅3도 포기한 '풍력'으로 생존 가능할까

•   CEO스코어데일리: 두산중공업, 작년 말부터 이익잉여금 결손금으로 전환... 1분기 유보율 88%

•   더구루: [단독] 두산, 英 풍력발전사업 참여…박정원 '친환경 전략' 탄력

•   더구루: 두산인프라코어, 中 사회적기업 선정…우한 헌신 평가

•   뉴스퀘스트: 고 최숙현 선수 사태 뒤에 두산 박석원 부사장이?

•   Power Engineering: Power-to-Gas: Examining storage as route to optimizing renewable energy assets

•   에너지경제: 태양광 수익성 악화·인프라 투자 부진에...탈원전·탈석탄 '고비'

•   전기신문: 전선업계 미얀마 송전선로 공사를 둘러싼 오해 ‘사실무근’

※   두산건설 계약조건 지키지 않고 중국 대형 전선업체에 국내업체 몫 넘긴 것으로 소문

•   KHL: Construction in India to contract 7.5%

•   CNET: The US, China and the AI arms race: Cutting through the hype

•   전자신문(P1): 16~18일 부산 벡스코서 우리 원자력 현재·미래기술 한꺼번에 만날 수 있어

•   전자신문(P1): 삼성 스마트폰, 충전기 빼고 판다

•   전자신문: LG화학·SK이노, 폴란드·헝가리 공장 'RE100' 도입…정부, 국내 제도 보완 속도

•   전자신문: 한전경영연구원 "연료비 변화 전기요금에 자동 반영해야"…연료비 연동제 '군불'

•   Phone Arena: What is 5G? What is my benefit from 5G?

•   Nikkei Asian Review: China warns of US decoupling and a divided world

•   Nikkei Asian Review: Japan to halt state support for overseas coal-fired power plants

•   Livemint: India’s covid case/million is one of the lowest

•   Folha de S.Paulo: Brazil Has One of Its Most Lethal Days, with 1,312 Killed by Covid-19

•   Folha de S.Paulo: After Covid-19 diagnosis, Bolsonaro Takes Hydroxychloroquine on Video and Asks: "I Trust It, How about You?"

•   Moscow Times: Central Asian Migrants Worst Hit by Coronavirus Job Losses in Russia

•   Jakarta Post: Indonesia to benefit from diversification of global supply chain, DBS says

•   Jakarta Post: Indonesian consumers remain anxious despite ‘new normal’: Reports

•   Jakarta Post: Indonesia’s burden-sharing scheme may affect BI's credibility: Moody’s

[Opinions]

•   Project Syndicate(Minxin Pei): The Political Logic of China’s Strategic Mistakes

•   Project Syndicate(Ian Buruma): Conservatives Versus Trump

•   Project Syndicate(Shashi Tharoor): India’s China Strategy Is Changing

•   Project Syndicate(Andrés Velasco): The Call of the Tribal

•   FT(Editorial Board): Sunak keeps UK economy in a holding pattern

•   FT(Janan Ganesh): The real threat to liberalism will come after Trump

•   FT(Robert Shrimsley): Sunak skilfully serves up a boost for consumption

•   FT(Gillian Tett): New York vs London: my Covid-19 culture shock

•   FT(David Pilling): Ethiopia’s Nile mega-dam is changing dynamics in Horn of Africa

•   FT(Simon Samuels): Banks need to prepare now for Covid-19 losses later

•   FT(Cat Rutter Pooley): Housebuilders can’t help getting a helping hand from government

•   WSJ(Yasutoshi Nishimura): How Japan Beat Coronavirus Without Lockdowns

•   WSJ(Phil Gramm, Mike Solon): Voters’ Choice: Growth or Stagnation

•   WP(Robert D. Kaplan): How Trump is losing Asia

•   Bloomberg(Tim Duy): The Fed Will Soon Embrace Yield-Curve Control

•   Bloomberg(John Authers): How Risky Is Covid? Here's a Way to Look at It.

•   Bloomberg(Hal Brands): The Upside of a New Cold War With China

•   Bloomberg(Andreas Kluth): The Fight Over a Coronavirus Vaccine Will Get Ugly

•   Bloomberg(Tim Culpan, Tae Kim): Silicon Valley Wakes Up to Its Hong Kong Conundrum

•   Bloomberg(Matthew A. Winkler): It Really Is Trump’s Fault

•   CNBC(Todd Ford): Only 10% of firms emerge from financial crisis stronger. Here's why

•   CNN(William Haseltine): Even without a Covid-19 vaccine, there's reason for hope

•   CNN(Annelies Goger, Tracy Hadden Loh, Michael Gaynor): Allowing the $600 unemployment benefit to expire could devastate the US economy

•   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(Jurica Dujmovic): A great technology wave is cresting over America because of the pandemic — and it’s largely a good thing

•   한경(장규호): 글로벌 '수소경제' 각축전