Business Intelligence Monitor 200710

(Introduction)

[Markets]

•   Global: Stocks succumb to shutdown fears but China charges on

※   Global markets tumble but Nasdaq sets another record close

※   China rally extends for eighth session, yuan soars

※   Oil slips on fears rising COVID-19 cases to clip demand

※   Gold slips after nine-year high previous session

※   Macro 백업표

※   Industry 백업표

•   China: China’s currency hits highest level since March as stocks surge

•   한국: 코스피, 2170선 회복…한국판 뉴딜 기대에 관련주 급등

•   Metals: Copper hits 14-month high on China demand, Chile supply cuts

•   Grains: Wheat futures top two-month high on global harvest worries

[Indicators]

•   Global Q2 PC shipments: PC Sales Surge, Boosted by Homebound Workers

•   US Weekly Jobless claims: U.S. Initial Unemployment Claims Edged Down in Latest Week

•   US Weekly Oil inventories: Demand Crash Led To Biggest Monthly Surge in US Oil Inventories Since 1920

•   China Jun. CPI·PPI: China Factory Deflation Eased in June With Recovery on Track

•   한국 6월 신용대출: 넘치는 돈… 부동산·주식으로 흐른다

•   한국 주간 아파트 가격(감정원): 도곡동 26억원, 마포 13억원… 6·17대책 비웃듯 최고가 속출

•   Japan May Machinery orders:Japan machinery orders rise 1.7% on month in May

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Coronavirus Cases Top 12 Million World-Wide

•   WSJ: WSJ Survey: Strong U.S. Recovery Depends on Effective Virus Response

•   WSJ: Mnuchin Sees Stimulus Deal by End of July

•   WSJ: Biden Outlines $700 Billion Economic-Revival Plan

•   WSJ: Newsletter: The Recovery Is Losing Momentum

•   WSJ: Covid-19 Test Results Take Longer as Infections Rise Sharply

•   WSJ: Behind New Covid-19 Outbreaks: America’s Patchwork of Policies

•   WSJ: Tyson Turns to Robot Butchers, Spurred by Coronavirus Outbreaks

•   NYT: U.S. Imposes Sanctions on Chinese Officials Over Mass Detention of Muslims

•   NYT: These Scientists Raced to Find a Covid-19 Drug. Then the Virus Found Them.

•   WP: Supreme Court says Manhattan prosecutor may pursue Trump’s financial records, denies Congress access for now

•   WP: The long political fight over Trump’s tax returns is likely to be over. Trump may have won.

•   FT: Global allies step up retaliation for China crackdown in HK

•   FT: Banks in Hong Kong audit clients for exposure to US sanctions

•   FT: China says ties with US at lowest point since 1979

•   FT: Brussels moves to preserve access to London clearing houses

•   FT: Brussels warns UK citizens of ‘thorough border checks’

•   FT: Now we get down to the real stuff of Brexit

•   FT: Doubts over EU regulations deal raise prospect of higher City costs

•   FT: Dutch resistance stands in way of deal on EU recovery fund

•   FT: In a tech dominant world keep watching financials

•   FT: Ireland’s Paschal Donohoe wins contest to lead eurogroup

•   FT: Official data show UK’s test and trace target missed

•   FT: IFS warns of a ‘reckoning’ to come to repair UK public finances

•   FT: WTO seeks a peacekeeper rather than a revolutionary

•   FT: Google rolls back on Chinese cloud ambitions

•   FT: Sunak warns not all UK jobs can be protected

•   FT: Millions of UK jobs still at risk, warn business leaders

•   FT: The Recessionals: why coronavirus is another cruel setback for millennials

•   FT: White House warns railroad pension agency over China investments

•   FT: Rise in margin lending stokes fears of China bubble

•   Bloomberg: Global Banks Risk Breaching China Law by Complying With U.S.

•   Bloomberg: China’s ‘Too Fast, Too Sudden’ Bond Rout at Mercy of Stock Rally

•   Bloomberg: Hedge Fund Says Bonds Close to ‘Tipping Point’ After Debt Binge

•   Bloomberg: Wall Street Is Pessimistic About the Dollar

•   Bloomberg: Copper Is Surging, But It Doesn’t Mean Economy Is Booming

•   Bloomberg: Brazilians Are Shunning Reopened Shops as Virus Upends Economy

•   Bloomberg: Europe’s Next Big Rescue Idea: Public Stakes in Small Firms

•   Bloomberg: Canada’s Jobs Market Recovery Could Be Stalling Already

•   Bloomberg: Europe’s Virus Response Has Put the Euro in a Win-Win Situation

•   Bloomberg: Old Friends Expect Trump’s U.S. to Become Even More Erratic

•   Bloomberg: Natural Gas Is the Past. Natural Gas Is Also the Future.

•   Reuters: Fed's Rosengren says demand for Main Street loans expected to grow as U.S. economy grapples with virus

•   Reuters: Samsung 'definitely can' supply a 5G network to UK, executive says

•   Reuters: U.S. recovery in limbo as retail traffic falls in virus hot spots

•   CNN: Coal has no place in Covid-19 recovery plans,' says UN chief

•   CNBC: Airborne transmission of coronavirus in restaurants, gyms and other closed spaces can't be ruled out, WHO says

•   CNBC: Apple iOS 14: iPhone changes coming in fall 2020

•   CNBC: WTO: These are the 5 candidates to become the new director general

•   CNBC: The yuan won't be a 'safe-haven' alternative to the dollar anytime soon: Citi

•   CNBC: A 'financial war' with China could be brewing on top of the trade war

•   CNBC: Coronavirus: Big restaurant chains are recovering faster, analysts say

•   Fox Business: Gilead launches clinical trial of coronavirus-fighting remdesivir inhaled version

•   Fox Business: Joe Biden's tax returns: The 3 biggest takeaways

•   SCMP: China’s stats agency causes confusion by publishing outdated monthly data

•   SCMP: As US-China trade war turns two, superpower relations hit ‘alarming’ point

•   SCMP: China’s stats agency admits mistakenly publishing year-old monthly data

•   매경(P1): 결국 부동산 세금 폭탄…종부세율 최고5~6%로

•   매경: 취득·보유·양도세 동시 인상…시장 무시한채 징벌적 과세

•   매경(P1): 카카오 계열사 97개…한달에 한번꼴 M&A

•   매경: 사업 변곡점마다 빅딜로 폭풍성장…카카오, 시총 30조 뚫었다

•   매경(P1): 국민 3055명중 코로나항체 1명뿐

•   매경: 코로나19 항체형성률 0.03%…걱정했던 `숨은 감염자` 희박

•   매경: `OB베어스의 부활` 결국 물거품…오비맥주, 두산베어스 인수 포기

•   매경: 재정 빠듯해지자…대기업 세금 더내라는 與

•   매경: 경제학자 70% 기본소득 반대 "나눠먹기 불과…불평등 심화"

•   매경: 車부품사 지원하라지만…은행은 손사래

•   매경: 두산건설, 4000억에 팔린다…우선협상자에 대우산업개발

•   매경: BBB회사채 위축에…A등급마저 연쇄 위기

•   한경(P1): "1억 올렸는데 5분 만에 계약"…'센 대책' 나온대도 더 뛰는 집값

•   한경: "서민 6억, 고가 9억, 초고가 15억은 헌법인가"…경직된 정책 기준

•   한경: 세종시에선 지금도 1주택 공무원 '특별공급'

•   한경: "회사가 생존해야 노조도 산다" 현대차 노조, 말은 180도 달라졌는데…

•   한경: 서울 도시가스 업체들, '원가경쟁' 대신 '이익공유'…가스비 오르나

•   한경: 애플·구글 "반도체 직접 설계"…삼성 파운드리에 '희망회로' 될까

•   서경(P1): 막바지까지 팽팽한 최저임금···노 '9,430원' 사 '8,500원'

•   서경(P1): [이슈앤워치]정치가 된 부동산대책, 시장 대란 불렀다

•   서경(P1): 20만주 미만 우선주 증시서 퇴출

•   서경: "하반기 반도체 전망 어둡지만 큰 충격 없을듯"

•   서경: 갤노트20' 전작보다 더 싸진다···최저 120만원에 출고될듯

•   서경: 일상 파고든 수소 모빌리티···현대차, 승용서 상용까지 무탄소시대 연다

•   서경: 드론도 수소시대···후방산업 육성효과 기대

•   서경: 수소 충전소 구축 뛰어드는 대기업들

•   조선(P1): 박원순, 실종 13시간뒤 숨진채 발견

•   조선: 올해 삼성은 양자컴·인공장기 연구를 찍었다

•   조선비즈: “‘제2의 쌍용차’꼴 난다”…해외 매각 결사반대 나선 두산모트롤 노조

•   중앙: “2년 내 꽉 차는 사용후핵연료 저장시설…정해놓은 답 없어, 의견수렴 집중하겠다”

•   중앙: 불도저 타고 수영복 입고 대입시험장 간 중국 고3

※   한국산 ‘두산’ 불도저와 고무보트로 기숙사에 있던 수험생 500여 명에 대한 구조에 나선 건 오전 7시.

•   동아(P1): “北 평양 인근 원로리에 핵탄두 개발 시설 포착”

•   문화: LG, 실속형 스마트폰 라인업 대폭 확대… 페루 등 6개국 출시… 글로벌 시장 공략

•   문화: 급증하는 한계기업… 증가율 21% ‘세계 2위’

•   한국(P1): [단독] 與 , '전월세 5% 룰' 임대차 3법 소급 적용 가닥

•   머니투데이(P1): [단독]이낙연 "서울 역세권 주택공급 후보지 1~2곳"

•   머니투데이(P1): 삼성·LG 믿고 유턴하라…文 "연대와 협력으로 세계 선도"

※   산업부: (참고자료)첨단산업 세계공장 도약을 위한 「소재･부품･장비 2.0 전략」발표

•   머니투데이: 김동연 전 부총리, 여의도 아닌 이곳에서 '반란' 깃발 들었다

•   머니투데이: "대권은 나와 무관" 손사래 친 김동연 전 부총리

•   머니투데이: CVC 허용, 국회도 정부도 '이견 조율 난항'

•   머니투데이: 역대 최고치 경신한 '빚투'…신용융자 13조 육박

•   머니투데이: 개인 매수랠리 기대감..."주식에 45조원 더 쏠 수 있다"

•   머니투데이: "자동차·철강·정유, 2Q 예상보다 더 안 좋다"

•   더벨: 대우산업개발, 두산건설 인수 '우선협상자' 내정

•   헤럴드경제(P1): 부동산정책 총체적 난맥상 ‘3無 컨트롤타워’

•   헤럴드경제: 상반기 회사채 순발행액 11년來 최고

•   파이낸셜뉴스: 삼성 새 전략폰 코드명 '갤럭시 U'

•   파이낸셜뉴스: 해외여행 못간 돈 국내서 쓴다… 백화점 매출 가파른 상승

•   아시아경제(P1): [단독]"집 팔아라"…고위공직자 승진 심사에 '부동산' 반영

•   디지털타임스(P1): 넘치는 돈… 부동산·주식으로 흐른다

•   이데일리: 큰 회사가 비정규직 더 쓴다…대기업 직원 10명 중 4명 비정규직

•   이데일리: 40조 기안기금 지원 대상에 車·정유 포함 7개업종 추가

•   이데일리: “그린뉴딜 잡아라”… 태양광업계, ‘韓특화’ 솔루션 키운다

•   이데일리: 車 부품업계, 7월 유동성 위기 본격…"적재적소 지원대책 나와야"

•   이데일리: 실적시즌 초두부터 잇단 '어닝 서프라이즈'…왜?

•   연합: 총수 주식가치 희비…상반기에 서정진 3조↑ 이건희 1조7천억↓

•   뉴시스: 두산중공업 사무직 노조 설립, 금속노조 가입

•   reNews: Chinese wind player joins Global Wind Organisation

•   reNews: Saudi Arabia to host $5bn green hydrogen plant

•   reNews: Siemens shareholders to vote on Siemens Energy spin-off

•   Windpower Monthly: SGRE targets India with tailored new turbine

•   에너지경제: 코로나에도 실적 개선'...마냥 웃을수만 없는 한전

•   KHL: Bauma China to proceed as planned

•   KHL: How has Covid-19 affected demolition projects?

•   Equipment World: Doosan expands presence in New Jersey, NYC through new Best Line Equipment location

•   For Construction Pros: 550+ Infrastructure Projects Critical to Stimulating the U.S. Economy and Creating Jobs

•   OilPrice.com: Will Trump's New Investment Proposal Help The Oil & Gas Industry?

•   전자신문: 에경연, 440조원 규모 '원전해체 시장' 법·제도 정비 착수

•   전자신문: 두산그룹 구조조정, 노조 반대 해결 숙제로

•   디지털데일리: "144단 묻고 160단으로"…'낸드 고층 경쟁' 삼성 vs 인텔

•   Phone Arena: Despite redesign and 5G, this analyst doesn't see a super-cycle starting for the Apple iPhone

•   Phone Arena: Seems like Samsung is anticipating lackluster demand for the Galaxy Note 20

•   Phone Arena: Upcoming 5G phones in 2020

•   Phone Arena: Apple's base iPhone 12 5G model might be pricier than you expected

•   Robotics & Automation News: Manufacturing industry ‘optimistic’ about post-pandemic recovery

•   Robotics & Automation News: Buyers don’t all know the potential of robots nor who can supply them, says Lux Research

•   Robotics & Automation News: Cloud robotics market predicted to grow to $157.8 billion by 2030

•   Robotics & Automation News: ‘World’s first 3D printed fiber reinforced polymer footbridge paves way for circular composites’, say designers

•   Robotics Business Review: June 2020 transactions rebound for mobile, medical, and manufacturing robotics

•   Robotics Tomorrow: Qualcomm Launches World’s First 5G and AI-Enabled Robotics Platform

•   Nikkei Asian Review: Japan seeks massive jump in offshore wind power over 10 years

•   Nikkei Asian Review: Japan looks to reopen business travel with 10 more Asian economies

•   Mainichi: BOJ further cuts assessments of all regional economies amid pandemic

•   Economic Times: Coal India surpasses capex target

•   Livemint: India's GDP to contract by 3% in FY21: BofA

•   Livemint: China, India carve buffer zones, but friction remains

•   Livemint: India, China to hold talks to discuss next phase of de-escalation, disengagement

•   Livemint: Covid-19: 53% of India's virus deaths are over 60 years of age, says govt

•   Livemint: Retail inflation likely slowed in June as output returns

•   Livemint: Economy limps back to normalcy, show trends

•   Jakarta Post: Government guarantees $6.9b in working capital loans for MSMEs

•   Jakarta Post: Financing, land acquisition issues hamper strategic toll road projects

•   Jakarta Post: Jokowi asks for prioritization of state spending on domestic products in Q3

•   Jakarta Post: Japanese companies hold firm on investment plans in Indonesia despite drop in sales, production

[Opinions]

•   Project Syndicate(Econ Films): Covid-19 & Deglobalization: What Will the Post-Pandemic World Look Like?

•   Project Syndicate(Dani Rodrik): China as Economic Bogeyman

•   Project Syndicate(Xavier Vives): What Will COVID-19 Do to Banking?

•   Project Syndicate(Kemal Derviş, Sebastián Strauss): Trust Funds for All

•   Project Syndicate(Joseph E. Stiglitz, Robert Howse, Anne-Marie Slaughter): Sovereign Creditors Must Not Rewrite the Rules During the Pandemic

•   FT(Editorial Board): Emerging market debt: the pandemic’s ticking timebomb?

•   FT(Gillian Tett): Why ESG investing makes fund managers more money

•   FT(Edward Luce): The humbling of the Anglo-American world

•   FT(Chris Giles): Fast economic data is like fast food — tempting but bad for you

•   FT(David Sheppard): Why the market is not buying the idea of a big rebound in oil

•   FT(Amin Rajan): Negative interest rates can be a doom loop for pension investors

•   FT(Hakan Kara): Turkey needs a serious fight against inflation

•   WSJ(Sadanand Dhume): What Beijing Lost With Its Border Clash Blunder

•   NYT(Paul Krugman): The Deadly Delusions of Mad King Donald

•   NYT(Farhad Manjoo): I’ve Seen a Future Without Cars, and It’s Amazing

•   NYT(Phoebe Danziger): A Coronavirus Vaccine Won’t Work if People Don’t Take It

•   WP(Jason Rezaian): In deep trouble, Iran grabs a Chinese lifeline

•   Bloomberg(Noah Smith): The U.S. Is Battling Two Recessions, Not Just One

•   Bloomberg(Brian Chappatta): Investors Bet Against Junk Bonds at Their Peril

•   Bloomberg(John Authers): China’s Economic Dragon Is Spitting Fire Again

•   Bloomberg(Karl W. Smith): Don’t Shame Businesses for Taking Government Money

•   Bloomberg(Eli Lake): The U.S. Is Trying to Turn China Into the Next Iran

•   Bloomberg(Nir Kaissar, Barry Ritholtz): Is the Stock Market Overvalued, Cheap or Just Right? A Debate

•   Bloomberg(Kenneth Griffin): Listing on U.S. Exchanges Is a Privilege

•   CNN(Arick Wierson, Bradley Honan): Democrats, it's too soon to cheer Trump's defeat

•   CNN(Johnny C. Taylor Jr.): Why workplace diversity efforts are failing

•   중앙(정상훈): “그린 뉴딜” 외친 날 석탄발전 승인한 정부의 자가당착

•   중앙(이종수): 환경비용 누가 지불할 것인가