Business Intelligence Monitor 200713

(Introduction)

[Markets]

•   Global: Stocks jittery as record U.S. virus count weighs on risk appetite

※   Macro 백업표

※   Industry 백업표

•   US: Treasury yields hit two-month lows in jittery week

•   US: Dow futures rise 100 points as investors shake off a continued spike in coronavirus cases

•   UK: UK government borrowing costs hit record lows

•   한국: 코스피 0.8% 하락…2,150대로 내려앉아

•   한국: 언택트 3총사' 네이버·카카오·엔씨, 시총 100조 넘었다

•   한국: 수소차株 톱10' 한 달간 50% 질주

•   한국: 매각 급물살 타는 두산그룹, 주가는 약세…두산퓨얼셀만 ‘훨훨’ - 아시아투데이

•   Metals: Biggest weekly gain since 2018 lifts copper to pre-coronavirus levels

•   Grains: Corn, soy futures drop on favorable U.S. weather; wheat jumps

[Indicators]

•   US Q2 GDP Nowcast: Jul 10, 2020: New York Fed Staff Nowcast

•   Italy May Industrial production: Italian Industrial Output Surged More Than 40% as Lockdown Eased

•   China Jun. New Yuan loans: China loans hits record US$1.73 trillion in first half of 2020

•   한국 3분기 산업연구원 BSI: 코로나 여파로...제조업 경기 3분기도 ‘흐림‘

•   한국 5월 전력 소비: 5월 전력 소비량, 4년만에 최저

•   한국 5월 교통량: 5월 하루평균 교통량 965만대… 3월 최저치 이후 지속적 증가

•   한국 6월 외국인 증권투자: 외국인, 다섯 달째 韓주식 ‘팔자’…채권은 순매수

•   한국 주간 아파트 가격(부동산114): 지난주 서울 아파트값 올들어 최대폭 상승

•   Japan Jun. Bankruptcies: Business failures in Japan hit monthly high of 780 in June

•   Japan Jun. PPI: Japan's June wholesale prices fall 1.6% on weak demand due to virus

•   India May Industrial production: Industrial output continues decline in May; govt withholds headline number

•   India Q2 Housing sales: Housing sales down 67% in April-June due to Covid-19 lockdown: Report

•   India Weekly Foreign reserves: Forex reserves hit fresh all-time high, touch $513.25 billion

•   India Weekly Smartphone sales: Smartphones sales down 30-40% in July so far on import hurdles, production delays

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: American Airlines Has Threatened to Cancel Some Boeing 737 MAX Orders

•   WSJ: Trump Dims Hopes for New China Trade Deal

•   WSJ: As Covid-19 Cases Hit Records in U.S., Deaths Begin Trending Higher

•   WSJ: Florida Reports Record 15,299 New Coronavirus Cases

•   WSJ: ‘An American Failure’: New Surge in Coronavirus Cases Strains U.S. Testing Capacity

•   WSJ: As Covid-19 Vaccine Development Pushes Ahead, Researchers Probe Safety

•   WSJ: Fed, Treasury Disagreements Slowed Start of Main Street Lending Program

•   WSJ: Wall Street’s Earnings Forecast: Cloudy With a Chance of Turbulence

•   WSJ: Connecticut Bet Big on the Suburbs. That Might Finally Pay Off.

•   WSJ: Why China Isn’t Expected to Power a Global Recovery

•   WSJ: Breaking Down the Pandemic’s Toll on the Job Market

•   WSJ: Economy Week Ahead: Industrial Production, GDP and Retail Sales

•   WSJ: Newsletter: Growth Hinges on Containing Covid-19

•   WSJ: Pandemic Crushes Garment Industry, the Developing World’s Path Out of Poverty

•   WSJ: German Biotech Sees Its Coronavirus Vaccine Ready for Approval by December

•   NYT: Trump Commutes Sentence of Roger Stone in Case He Long Denounced

•   NYT: Georgia. Ohio. Texas. Democrats Tell Biden to Go Big (He’s Being Cautious).

•   NYT: In Latin America, the Pandemic Threatens Equality Like Never Before

•   NYT: Trump’s Health Officials Warn More Will Die as Covid Cases Rise

•   NYT: Pittsburgh Seemed Like a Virus Success Story. Now Cases Are Surging.

•   NYT: Disney World Opens Its Gates, With Virus Numbers Rising

•   NYT: OPEC and Russia May Ease Oil Production Cuts

•   WP: Fauci is sidelined by the White House as he steps up blunt talk on pandemic

•   WP: After the fastest recession in U.S. history, the economic recovery may be fizzling

•   WP: Bolsonaro coronavirus: Brazil’s president defied health guidelines before testing positive for covid-19

•   WP: Trump’s drop in polls has confident Democrats sensing ‘a tsunami coming’ in November

•   WP: Biden’s vision comes into view, and it’s much more liberal than it was

•   FT: Brussels proposes €5bn Brexit crisis fund to break EU budget deadlock

•   FT: California squanders early lead in fight against coronavirus

•   FT: Libya to resume oil exports after 6-month blockade

•   FT: Hong Kong shuts schools as new coronavirus cases hit city

•   FT: Two Latin American leaders test positive for coronavirus

•   FT: China, Hong Kong and the world: is Xi Jinping overplaying his hand?

•   FT: IEA warns rise in Covid-19 cases ‘casting a shadow’ over oil recovery

※   IEA: Oil Market Report - July 2020

•   FT: Jair Bolsonaro, Brazil’s ‘Captain Corona’, bets on virus denial

•   FT: Frugal states push to cut size of EU recovery package

•   FT: Johnson set to curb Huawei role in UK’s 5G networks

•   FT: Exit polls give Duda narrow lead in Polish election

•   FT: US heads for fiscal cliff as stimulus fades

•   FT: New advertising campaign to prepare Britain for Brexit

•   FT: Johnson sets up clash with Scotland and Wales over state aid

•   FT: Virus outbreak on UK farm forces 200 workers to self-isolate

•   FT: Business and politicians wary of UK plan for low-tax trade zones

•   FT: Will the ECB provide comfort to investors?

•   FT: Turkey says no Libya ceasefire unless Gen Haftar retreats

•   FT: US threatens $1.3bn worth of French goods with 25% tariff

•   FT: Sanctions regime stokes warning of diplomatic ‘bumpy ride’

•   FT: Bulgaria and Croatia enter euro area waiting room

•   FT: State-backed rally draws Chinese investors into ‘fickle’ stocks

•   FT: UK to shun EU coronavirus vaccine purchase plan

•   FT: Mystery swirls around explosion at Iran’s Natanz nuclear facility

•   FT: UK consumer spending down despite reopening of hospitality sector

•   FT: Public anger rises across Balkans as coronavirus toll grows

•   FT: Iran blames misaligned radar for shooting down of Ukrainian jet

•   FT: WHO struggles to prove itself in the face of Covid-19

•   FT: Merkel’s government pressed to release Wirecard conversations

•   FT: WeWork on track for profits and positive cash flow in 2021, says chairman

•   FT: The leveraging of America: how companies became addicted to debt

•   FT: Ford faces parts shortages as virus impacts Mexico factories

•   FT: Investors move in on China’s housing lottery scheme

•   Bloomberg: China Renews Push for Increased Global Role for the Yuan

•   Bloomberg: The Battery Billionaire Who’s Key to Tesla’s Future in China

•   Bloomberg: China’s Rebound Fuels Emerging Market Optimism

•   Bloomberg: Philippines Says No Compromise on 2016 Sea Victory Against China

•   Bloomberg: Japan Urges Urbanites to Tour Country, Sparking Virus Fear

•   Bloomberg: Creative Destruction: A High-Risk Idea That Nobody Wants to Test

•   Bloomberg: South Africa’s Eskom Extends Blackouts Due to Supply Constraints

•   Bloomberg: Five Real-Time Charts Show Signs U.S. Economic Recovery Is Faltering

•   Bloomberg: Americans’ Aversion to Mask-Wearing Is Holding Back the Economy

•   Bloomberg: U.K. to Spend $890 Million on Post-Brexit Border Preparations

•   Bloomberg: Euro-Zone Queue Shows Crisis-Plagued Currency Still Has Appeal

•   Bloomberg: Conflicting Visions Emerge for South Africa’s Post-Virus Revival

•   Bloomberg: Bank of England Urged to End Virus Funding for Carbon Emitters

•   Bloomberg: Default Risk for Indian Firms Drops At Fastest Pace in Decade

•   Bloomberg: Wuhan Shows World How Economies May Recover After the Virus

•   Reuters: EU urges U.S. to return to negotiations at OECD on digital taxes

•   Reuters: U.S. warns citizens of heightened detention risks in China

•   Reuters: Brazil sees over 1,000 new coronavirus deaths, cases top 1.8 million

•   Reuters: U.S. Congress needs compromise to extend COVID-19 unemployment payments, Pelosi says

•   Reuters: Exclusive: Apple supplier Foxconn to invest $1 billion in India, sources say

•   Reuters: Iran will develop oil industry despite U.S. sanctions - Zanganeh says

•   Reuters: Tesla slashes Model Y SUV price as pandemic weighs on auto sector

•   Reuters: China's CanSino in talks for COVID-19 vaccine Phase III trial overseas

•   CNBC: Gilead says remdesivir coronavirus treatment reduces risk of death

•   CNBC: Bill Gates warns coronavirus vaccine shouldn't go to highest bidder

•   CNBC: Real-time data is showing that the coronavirus is causing 'widespread' economic damage

•   CNBC: WHO says it's 'very unlikely' countries can eradicate the coronavirus right now

•   CNBC: Coronavirus: Vaccine arms race may harm public health and the economy

•   CNBC: Dr. Scott Gottlieb on coronavirus infection levels in the U.S.

•   CNBC: Coronavirus mortgage bailout sees biggest one-week decline yet

•   CNBC: Wearing masks is now the most important thing for the economy, Fed's Kaplan says

•   CNBC: Wealthy investors’ growing demand for sustainability suggests new investment trend

•   CNBC: Outbreak of dengue fever in Southeast Asia is 'exploding' amid the coronavirus fight

•   MarketWatch: Investors face ‘a scary, out-of-whack’ scenario — just look at this chart

•   MarketWatch: Controversial Trump Fed nominee Shelton may move forward as Senate panel sets vote

•   MarketWatch: The Biden-Sanders climate-change policy pact: 8 key features

•   Fox Business: Coronavirus hotspots should consider rolling back reopening: Johns Hopkins doctor

•   SCMP: US firms want to ditch China, but warned it ‘is not like flipping a switch’

•   SCMP: Beijing’s economic recovery offers hope ahead of China GDP release

•   SCMP: Chinese officials bemoan ‘significant catch-up’ needed with US on chipmaking

•   SCMP: Hong Kong ‘will remain China’s financial gateway’ to the world

•   SCMP: Questions linger over how ‘free’ China’s Hainan trade hub will really be

•   Global Times: Strategy to suppress China is turning US into a loner

•   Global Times: Containing coronavirus puts China’s economic expansion in the fast lane

•   Global Times: US arms sales to Taiwan more ‘symbolic’ than of military value: expert

•   Global Times: China-Europe freight transport operating normally despite concerns over new infections in Kazakhstan

•   Global Times: China uses AI, 5G technologies to combat floods

•   매경(P1): 집 매수·보유·매도 단계마다 `세금 폭격`

※   기재부: 제10차 비상경제 중앙대책본부 회의 개최

•   매경: "아파트로 임대사업 말라"…3년만에 말바꾼 정부

•   매경: 기존 전세계약 갱신때도 전세금 5%이상 못올린다

•   매경: 3기신도시 용적률 상향…"재건축 규제완화 없다"

•   매경: 다주택자 처분안하고 증여? 김현미 장관 "대책 검토중"

•   매경: 마래푸+은마 소유 2주택자 종부세 올해 1856만원→내년 4932만원 `껑충`

•   매경: 집값 3억 오른 1주택, 2년내 팔면 양도세만 2억

•   매경: 3주택이상·법인은 취득세율 12%…10억 집사면 3천만원→1억2천만원

•   매경: 민영주택도 `생애최초 특공`…3040 새집당첨 가능성 높인다

•   매경: 年소득 8천만원 부부, 5억아파트 대출 2.5억→3억

•   매경: "당분간 눈치보며 매매 줄어들듯…전셋값 상승은 불가피"

•   매경: 3기신도시 용적률 상향…"재건축 규제완화 없다"

•   매경: 은행 창구엔 전세대출 문의 쇄도…"갭투자 막으려 이사 자유까지 막나"

•   매경(P1): "노사정 합의안 부결시 민노총 지도부 사퇴"

•   매경(P1): 증여때 취득세 중과…다주택자 稅회피 봉쇄

•   매경: 稅부담 역전에 `양도보다 증여` 늘자…정부, 허겁지겁 또 증세

•   매경: 전셋값 천장이 안보인다…"한집 보는데 세입자 10여명 몰려"

•   매경(P1): `한국판 뉴딜` 진두지휘…범정부 전략회의 출범

•   매경: 文대통령이 위원장 맡아 홍남기·조정식 실무 투톱

•   매경(P1): [단독] 신한·하나, 6억弗 인프라펀드 조성

•   매경: 재난지원금 약발 다했나…한우값 일주일새 18% 폭락

•   매경: 삼성전기, 車전장시장 공략 잰걸음

•   매경: `韓中 하늘길` 운항 잇단 재개

•   매경: 500억대 과징금·주파수 재할당…흔들리는 5G 투자

•   매경: 월성원전 `폐핵원료 저장시설` 설치 갈림길

•   매경: [단독] 트립닷컴 제임스 량 회장 "코로나 청정지역 韓여행상품, 전세계에 팔 것"

•   한경: 홍남기 "부동산 시장 불안하면 추가 대책 내놓겠다"

•   한경: 최저임금 무조건 올리라는 勞…"자영업 고통은 정부가 책임질 일"

•   한경: 주담대·전세대출 금리 年 1%대로

•   한경: 3200억弗 vs 5660억弗…'적정 외환보유액' 논쟁 재점화

•   한경: 셀트리온, 코로나 치료제 임상 신청

•   한경: 5G만큼 빠른 와이파이, 올해 안에 상용화된다

•   한경(P1): LG디스플레이, 콧대높은 벤츠 뚫었다

•   한경(P1): 동학개미 몰려든 ETF…거래대금 500兆 넘었다

•   한경(P1): 1주택자 반발…"왜 내가 세금 더 내야하나"

•   한경: 내년 종부세 1.6조 더 걷혀…4년 새 3배 급증

•   한경: 집주인들 매물 거둬들이고 관망…"똘똘한 한 채 선호 더 심화될 것"

•   한경: 삼성전자, 5G 구축 비용 낮추는 기술 개발

•   서경: “다주택자 죄인 취급하지 말라” 쓴소리 쏟아낸 재정학 권위자

•   서경(P1): 제롬 김 "코로나 백신 효과 여부, 이르면 연말 파악"

•   서경(P1): "하반기 경제 개선" 13%···"V자형 회복" 3% 그쳐

•   서경: 제롬 김"코로나 어떻게 변이 될지 몰라···독감처럼 매년 백신 만들수도"[서경이 만난 사람]

•   서경: "무차별 대출회수땐 줄도산···'자구노력 전제' 차등지원해야"

•   서경: "'패닉바잉'으로 빚 급증···부동산 잡아야 가계부채 잡힌다"

•   서경: 허울뿐인 재정운용계획..구속력있는 '한국형 재정준칙' 절실

•   서경: 공무원 감축·보조금 축소.."獨 노하우 참고할만"

•   서경: 손도 못대는 '의무지출'이 절반 차지···'페이고' 도입해 재원확보 의무화해야

•   서경: "투자확대" 19%·"채용축소·동결" 84%···먹구름 짙은 한국경제

•   서경: 기업 10곳 중 9곳 "최저임금 인상속도 조절해야"

•   서경: 건전성 우려에... 신용대출 조이는 은행

•   서경: [시그널] HDC현산 버티기에... 결국 종결시한 넘긴 아시아나 매각

•   서경: "얼어붙은 車시장, 2023년에나 회복"

•   조선: 가구수는 늘고, 아파트 공급은 절반 줄고… 서울은 계속 아우성

•   조선: 질본, 중증환자 혈장치료제 이번주 임상시험

•   조선: "허풍 테슬라" 15년간 깔보던 車업계, 이젠 떨고 있다

•   조선: 기재부 차관 "고용유지 중점 둔 유럽식, 실업급여 후한 미국식보다 낫다"

•   중앙: 렘데시비르 이후…‘코로나 저격수’ 발굴, 문제는 돌연변이

•   중앙: 테슬라 잡아라, 아우디·BMW도 전기차 쏟아낸다

•   중앙: 안판다 해도 "몸값 올리기냐"···야구단 매각설에 불쾌한 두산

•   동아(P1): 김여정 “올해 북미회담 없다, 하지만 또 모를 일”

•   동아: 김여정 “대북 적대정책 철회가 주제 돼야”… 美에 대화재개 공넘겨

•   동아: 총선 이후 여야 앞다퉈 ‘기본소득’ 이슈 제기… 구체적 재원 마련 대책은 ‘깜깜’

•   동아: “빈곤층 줄어 복지 부담 덜어” vs “대폭 증세 없인 재정 감당 못해”

•   동아: 한경연 “하반기 성장률 ―2.9% 전망… 상반기보다 악화”

•   한국: [도시 읽기] 한국 주택보급률 100% 넘는데... 왜 항상 부족하다고 느껴질까

•   국민(P1): 제2의 ‘고난의 행군’… 쌀 떨어진 평양, 민심이 심상찮다

•   국민(P1): [단독] 비건, 방한 때 ‘반중 전선 동참’ 촉구했다

•   세계: ‘퇴출 에너지원’ 화석연료 산업… ‘좌초자산’ 천문학적 [기후위기 도미노를 막아라]

•   머니투데이(P1): [단독]서울시,역세권 용적률 최대 2배↑…도심형주택 14.4만호 공급

•   머니투데이: "그린벨트·재건축 아니다"..서울 어디서 주택공급 늘릴까

•   머니투데이: 세금 폭탄'에도 강남 집주인들은 "월세로 돌려 버티겠다"

•   머니투데이: "수소안전 걱정은 그만"...가스안전공사가 간다

•   머니투데이: "'車+반도체'보다 큰 제약시장…도전 쓴약이 미래의 보약"

•   머니투데이: 2분기 바닥 쳐도…철강 '수요 충격' 금융위기때보다 크다

•   머니투데이: 가지않은 길 가는 현대차, 수소차 판매 69% 늘었다

•   머니투데이: [단독] 당국, 사모펀드에 회사채·CP 매입허용 검토

•   더벨: 두산그룹의 미래, 전자소재사업 '일장춘몽' 되나

•   더벨: 사재 출연' 재원 마련, '한숨 돌린' 박정원 회장

•   더벨: 대우산업개발, 두산건설 인수 여력은

•   더벨: 모트롤BG 본입찰 지연...중국계 SI 변수될까

•   파이낸셜뉴스(P1): 달러 사재기, 外人 이탈… 외면받는 韓자산

•   파이낸셜뉴스(P1): 파행 거듭하는 최저임금위 결정체계 개편 2년째 표류

•   파이낸셜뉴스(P1): 규제에 발묶인 부동산 투자… 외국인은 '서울 쇼핑'

•   파이낸셜뉴스: 정부측 위원 9명이 칼자루 쥔 최저임금… 年 10%씩 올렸는데 근거는 ‘베일속’ [이슈분석]

•   파이낸셜뉴스: "코로나에 최저임금 폭탄까지… 문 안 닫으려면 직원 줄여야" [현장르포]

•   파이낸셜뉴스: 기업자산 매각 지원 이번주 신청.. 취약업종 구조개선으로 이어질까

•   아시아경제: 구조조정 모범생' 두산…연내 2조원 마련 가능성

•   아시아경제: 주택난 우려에 서울 소규모 정비사업 힘받는다

•   아시아경제: 건설기계업계, 중국 시장 매출 비중이 2분기 실적 희비 가를 듯

•   디지털타임스(P1): 반도체 빼면… 韓경제, 남는게 없다

•   디지털타임스(P1): 부동산 투기 부추긴 정부… `단타 매매` 수익 2兆 넘어

•   이데일리(P1): [하반기 M&A 大戰]돈 넘치고 매물 속출…본격 기지개

•   이데일리: [하반기 M&A 大戰]이틀새 1.7兆 '플렉스'…반등 노리는 PEF

•   이데일리: [하반기 M&A 大戰]'코로나 여파 없다'…분위기 달굴 매물은?

•   이데일리: [하반기 M&A 大戰]구조조정 '뜨고' 크로스보더 '진다'

•   이데일리: 전문가 11명 중 10명 기준금리 연내 동결…"한은 성장률 전망 더 낮춰야"

•   이데일리: "수주절벽인데…" 현대重, 풀리지 않는 勞使 갈등

•   이데일리: 양극화되는 언택트와 콘택트, 어닝시즌 후 더 벌어지나

•   연합: 구조조정에 코로나19까지…엎친 데 덮친 창원 제조업 '흔들'

•   연합: 한국 '재생에너지 투자매력도' 글로벌 17위…3계단↑

•   연합: "코로나 이후 중국 대체할 투자지로 아세안 주목해야"

※   국제무역연구원: 포스트 코로나 시대, 글로벌 공급망 다변화를 위한 아세안 투자환경 점검

•   뉴시스: [단독]한수원·알파운용, '팀 코리아' 꾸려 美 풍력발전단지 인수한다

•   뉴스핌: 박정원 회장, '아픈 손가락' 두산건설 매각 결단…형제경영 '변화' 부를까

•   뉴스1: 그린 뉴딜' 정책발표 임박, 태양광-수소 소재산업 기대감 'UP'

•   EBN: 두산 위기극복 DNA 다시 '꿈틀'…예상 깨고 자산매각 술술

•   톱스타뉴스: 바닷물 끓여 식수 사용한데서 시작 '해수담수화'…관련 산업 세계 1위 두산중공업

•   reNews: Siemens shareholders approve energy spin-off

•   에너지경제: 수소충전소, 계획은 163기...현실은 33기 ‘낙제점’

•   KHL: Bobcat introduces its largest excavator

•   OilPrice.com: Gazprom’s Hold On European Gas Market Slips

•   전자신문: 기간산업안정기금에서 빠진 '전자업종'…업계 추가 지정 요청

•   전자신문: 베일 벗는 '갤폴드2'…비에이치·캠시스 등 협력사로 뛴다

•   Phone Arena: Apple supplier has strong shipments of the fives: 5G and 5nm chips

•   Phone Arena: China may have discovered a way to become a 5G chipmaking leader instead of a laggard

•   Phone Arena: Analyst says Galaxy Z Flip has so far been the best selling foldable phone of 2020

•   Phone Arena: 7 ways 5G will change the world

•   Phone Arena: Apple wants to increase iPhone production in India

•   Robot Report: ARM Institute gets NIST funding to develop collaborative robots for COVID-19 testing

•   Dronelife: Autonomous Drones and 5G: Real Time 4K, VR are Game Changers for Automated Inspections

•   Nikkei Asian Review: Japanese companies fight for share of EUV chip technology sector

•   Nikkei Asian Review: Japan Inc says goodbye downtown, hello suburbs in post-pandemic era

•   Nikkei Asian Review: Tokyo reports 206 new cases, passing 200 for third straight day

•   Nikkei Asian Review: Honda invests in China's CATL to develop EV batteries

•   Nikkei Asian Review: Fujifilm's Avigan inconclusive as COVID-19 treatment in Japan trial

•   Mainichi: Toyota to fully resume global output for 1st time in 5 months

•   Mainichi: UK aims to strike trade deal with Japan by end of July

•   Japan Times: Japan's coal closure plan a historic milestone, but what’s next?

•   Japan Times: Empty offices growing in Tokyo as virus gives tenants pause

•   Economic Times: Localised lockdowns, nationwide implications

•   Economic Times: India, China agree on "complete disengagement" of troops from eastern Ladakh in timely manner

•   Economic Times: In India-China crisis, an India-US bonanza in view

•   Economic Times: Mining, FDI reforms in the offing, says Piyush Goyal

•   Livemint: More local lockdowns in India as coronavirus cases near 8 lakh

•   Livemint: India must end dependence on imports of all equipment: PM Modi

•   Livemint: Covid-19 helped achieve what RBI policy could not

•   Livemint: India, China in talks to schedule military commanders' meet over de-escalation

•   Business Standard: India's FY21 GDP growth to be in negative territory at -4.5%: Ficci survey

•   Business Standard: FPIs pull out Rs 2,867 cr from Indian mkts in July so far on profit booking

•   Hindustan Times: India to reduce over-dependence on Chinese pharmaceutical raw materials

•   TASS: Russian university says clinical trials of COVID-19 vaccine completed

•   Jakarta Post: BP Tapera to manage Rp 60 trillion by 2024

•   Jakarta Post: Indonesia’s economy could enter recession in Q3: Sri Mulyani

•   Viet Nam News: Việt Nam to commercialise 5G in October

[Opinions]

•   Project Syndicate(Mariana Mazzucato, Robert Skidelsky): Toward a New Fiscal Constitution

•   Project Syndicate(Mo Ibrahim): No Recovery Without Debt Relief

•   Project Syndicate(Amin Saikal): Libya’s Double Tragedy

•   FT(Editorial Board): How best to shrink UK’s post-coronavirus deficit

•   FT(Wolfgang Münchau): Covid-19 will finally mark the end of the analogue age

•   FT(Gavyn Davies): Central banks expand their role to address the crisis

•   FT(Michael Mackenzie): The coming earnings season could bring lofty stocks down to earth

•   FT(Richard Waters): Where did it all go wrong for Intel?

•   FT(Camilla Cavendish): Rishi Sunak’s short-term jobs plan tackles long-term failures in the UK economy

•   FT(Minouche Shafik): Redesigning society after Covid-19

•   FT(Jemima Kelly, John Burn-Murdoch): Why are we not wearing masks in the UK?

•   FT(Derek Brower): Is the party finally over for US oil and gas?

•   FT(Andrew Edgecliffe-Johnson): A crisis is an ideal time to raise pay

•   FT(Anne Bradbury): Pipelines have a place in clean energy

•   WSJ(Barton Swaim): Will Democrats Accept Another Trump Victory?

•   NYT(Frank Bruni): The Republicans Who Want to Destroy Trump

•   NYT(Ross Douthat): The Chinese Decade

•   NYT(Roger Cohen): The Most Dangerous Phase of Trump’s Rule

•   WP(Editorial Board): Our pandemic response is stalling. And it’s made worse by Trump’s ignorance.

•   WP(Editorial Board): Biden sets a relatively moderate economic course

•   WP(Robert J. Samuelson): The stock market and economy have parted ways. It’s a FOMO market now.

•   WP(George F. Will): The difference between Trumpism and fascism

•   WP(Karen Tumulty): Trump finally puts on a mask

•   WP(Robert C. O'Brien): Trump will continue to punish China for its horrifying anti-Uighur campaign

•   Bloomberg(Daniel Moss): Can an Emerging Market Become a Policy Pioneer?

•   Bloomberg(Noah Smith): Biden’s Economic Plan Gets a Lot of Big Things Right

•   Bloomberg(Brian Chappatta): Beware a $12 Trillion Pension Revolt Against Low Rates

•   Bloomberg(Andy Mukherjee): Homes Can Shelter India’s China Dream After Covid

•   Bloomberg(Shuli Ren): Why This China Bull Run Isn’t a Repeat of 2015

•   Bloomberg(John Authers): It’s America First for Markets, But Not for Long

•   Bloomberg(Ferdinando Giugliano): The Ultra-Rich Lost Out in the Last Recession

•   Bloomberg(Jonathan Bernstein): What Could Be More Impeachable Than Clemency for Roger Stone?

•   Bloomberg(Tim Culpan): Buying Into China’s Chip Dreams Means Paying a Patriot’s Price

•   Bloomberg(Cathy O'Neil): America Is Being Way Too Calm About Covid-19

•   Bloomberg(Michael Schuman): China Has Never Liked Playing by Other People’s Rules

•   CNBC(Frederick Kempe): Germany's Merkel faces test that will shape EU after coronavirus

•   CNN(Frida Ghitis): The two reasons Covid-19 is getting worse in the US

•   CNN(Mariya Brussevich, Era Dabla-Norris, Salma Khalid ): Remote work doesn't work for the world's low-income and young workers

•   MarketWatch(Nigam Arora): The cost of Biden’s economic plan to the stock market is more than you might think

•   MarketWatch(Tim Koller): These 2 charts explain why the stock market is so strong while the economy is still so weak

•   중앙(최현철): “해외서 벌어 국내 요금 안정에 기여” 주장…손실만 키울수도

•   경향(전영환): 에너지 전환 시대, 환경에 대한 책임을 짊어져야 할 때