Business Intelligence Monitor 200715

(Introduction)

[Markets]

•   Global: Stocks rebound on cyclical surge, gold edges higher

※   Cyclicals lead rebound on Wall Street

※   Nasdaq turns higher in late trading

※   Oil rebounds, gold rises above $1,800 an ounce

※   Macro 백업표

※   Industry 백업표

•   US: Moderna stock surges 17% on coronavirus vaccine trial news

•   한국: 코스피, 차익실현 매물에 하락 마감…2,180대

•   Metals: Copper pulls back from two-year peak as market eyes virus risks

•   Iron ore: Iron ore price jumps to year high as Chinese imports soar

•   Grains: Soy up after crop ratings dip, corn sags despite sale to China

[Indicators]

•   US Jun. CPI: U.S. June Consumer Prices Rose Sharply

•   US Jun. NFIB business optimism index: U.S. Small-Business Optimism Jumps on Sales Expectations

•   Eurozone May Industrial production: Eurozone industry has record rebound

•   Germany Jul. ZEW economic sentiment index: German Economy: ZEW Outlook Dampens Forecasts for a Rebound

•   UK May GDP: UK economic output rises 1.8% in May after historic April plunge

•   UK Jun. Retail sales: UK retail sales return to growth in June

•   China Jun. Balance of trade: China’s Imports and Exports Rebound as Coronavirus Fades in World’s Second-Largest Economy

※   Reuters: China June soybean imports hit highest monthly record

•   한국 6월 자동차 산업 동향: 내수로 굴러간 자동차 산업… 수출시장 회복은 늦어질 듯

•   한국 6월 아파트 매매 거래: 6·17'에도···6월 서울아파트 거래 역대 최고

•   한국 6월 수출입물가: 6월 수출물가 두달째 상승…"반도체 하락폭은 둔화"

•   한국 7월 분양경기실사지수 전망치: 대출규제로 서울 분양경기 `급랭`

•   India Jun. Car sales: Covid-19: Wholesale of passenger vehicles fell by 49.59% in June, says SIAM

•   India Jun. WPI: WPI falls for straight third month in June, but food inflation rises

•   Brazil May Economic activity index: Brazil Recovery Looks Weak After Activity Lags All Forecasts

•   Singapore Q2 GDP: Singapore GDP shrinks a record 41.2% in second quarter

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: As U.S. Surge in Coronavirus Cases Continues, Some States Tighten Rules

•   WSJ: Banks Get Ready for Wave of Coronavirus Loan Defaults

•   WSJ: Moderna’s Covid-19 Vaccine Moves to Bigger Study

•   WSJ: Trump Signs Hong Kong Sanctions Bill

•   WSJ: Trump Administration Rescinds Rules on Foreign Students Studying Online

•   WSJ: Sobering Economic Data From Europe, Asia Dash Hopes for Swift Recovery

•   WSJ: Fed’s Brainard Sees Substantial Economic Risks and Slow Recovery

•   WSJ: Fed’s Bullard Says Economy Can Rebound in Second Half of Year

•   WSJ: Walking the Coronavirus Containment Tightrope: How Countries Balance Saving Lives and the Economy

•   WSJ: Newsletter: Joe Biden’s $7 Trillion Plan

•   WSJ: Boeing Reports More MAX Cancellations

•   WSJ: GM Faces Battle in China to Regain Lost Ground

•   NYT: Automakers Are Making Cars, but Virus Surge Puts That at Risk

•   NYT: Biden Announces $2 Trillion Climate Plan

•   NYT: ‘Hero’ Pay Raises Disappear for Many Essential Workers

•   NYT: As Europe’s Economies Reopen, Consumers Go on a Spending Spree

•   NYT: I Went Home to Texas to Cover the Virus. Then My Family Got It.

•   WP: Nixon signed this key environmental law. Trump plans to change it to speed up pipelines, highway projects and more.

•   WP: Which Senate seats can Democrats win in 2020 to win the majority?

•   FT: UK warned of winter resurgence in Covid-19

•   FT: UK economic recovery tracker: what the latest data on activity are signalling

•   FT: Mounting risks in US will weigh on the dollar, analysts predict

•   FT: World’s top EV battery maker piles up $125bn in orders to ride out pandemic

•   FT: Investors face an uncharted course

•   FT: UK orders ban of new Huawei equipment from end of year

•   FT: Why the UK has decided to ban use of Huawei’s 5G kit

•   FT: UK review of capital gains tax heralds future rises, experts say

•   FT: Macron promises extra €100bn for France’s post-pandemic recovery

•   FT: US tech stands out as investors’ ‘most crowded’ trade

•   FT: Eurozone banks warn of business lending crunch

•   FT: Offshore investors dump China stocks after ‘incredible’ rally

•   FT: Japan is taking hard-headed approach to UK trade talks

•   FT: Macron relaunches presidency in Bastille Day pitch

•   FT: Brussels plans attack on low-tax member states

•   FT: Duda’s win heralds tussles with Brussels and at home

•   FT: Boris Johnson tries to find path through US-China cold war

•   FT: Johannesburg Covid-19 crisis: ‘The storm is upon us’

•   FT: UK-China relations: from ‘golden era’ to the deep freeze

•   Bloomberg: China Set to Post Return to Growth After Easing Virus Lockdowns

•   Bloomberg: China Calls U.K. Ban on Huawei ‘Disappointing and Wrong’

•   Bloomberg: Bank of Japan to Stand Pat With Economic Outlook in Focus

•   Bloomberg: China Has a $42 Billion Clean-Energy Debt and It’s Getting Worse

•   Bloomberg: EU Resists Further Travel Opening With New Virus Wave a Risk

•   Bloomberg: Trump Pivots to Self-Pity With Polls Sinking, Pandemic Worsening

•   Bloomberg: America’s Jobless Are About to Lose Their $600-a-Week Lifeline

•   Bloomberg: In a World Shattered by Virus, a One-Time Rising Star Falls Hard

•   Bloomberg: Pandemic Encourages Low-Tax Paraguay to Build Its Welfare State

•   Bloomberg: EU to Focus on Diversifying Crucial Supply Chains, Says Borrell

•   Bloomberg: Modi’s Fuel-Tax Hikes Are Putting Brakes on India’s Recovery

•   Bloomberg: U.K. Faces Biggest Budget Deficit in Peacetime History

•   Bloomberg: U.S. Shift in South China Sea Raises Risk of Clash at Sea

•   Bloomberg: China to Impose Sanctions on Lockheed Martin Over Taiwan Sale

•   Bloomberg: Japan Threatens Clubs With Closure as Tokyo Sees 143 More Cases

•   Bloomberg: Brazil Central Bank Director Says Environment Key for Investment

•   Reuters: China's economy seen growing 2.5% in second quarter as lockdowns end, stimulus kicks in: Reuters poll

•   Reuters: How to read U.S. economic data, without the spin

•   Reuters: Fed's Harker says U.S. economic downturn is painful and 'stubbornly long-lasting'

•   Reuters: EU budget plan falls far short on climate goals, researchers say

•   Reuters: BHP faces first step in $6.3 billion UK claim over Brazil dam failure

•   CNBC: CDC says U.S. could get coronavirus under control in one to two months if everyone wears a mask

•   CNBC: CDC chief says Northerners heading South for vacation may be to blame for surge in coronavirus cases, not state reopenings

•   CNBC: Oil and gold prices: Morgan Stanley says to watch the oil-gold ratio

•   CNBC: Coronavirus vaccine is closer than the market thinks: Jeremy Siegel

•   CNBC: House Speaker Nancy Pelosi says she would delay August recess to pass coronavirus relief bill

•   CNBC: U.S. could sanction Chinese officials over South China Sea claims

•   CNBC: Fed's Kaplan says the U.S. economy will see above-trend growth in 2021

•   CNBC: Minimum wage workers cannot afford rent in any U.S. state

•   CNBC: The two sides of the Chinese market's head-spinning recovery rally

•   MarketWatch: Why the S&P 500 doesn't underperform despite U.S. inability to contain COVID-19

•   Fox Business: Coronavirus 'exposure' spike at Tesla Fremont factory: Report

•   SCMP: Could the ‘potential of the European market’ rescue China trade amid virus?

•   Global Times: US is largest manipulator, biggest threat to stability in South China Sea: analysts

•   Global Times: GDP likely fell 1% in H1: economists

•   매경(P1): "한국판 뉴딜에 160조원"…文의 승부수

※   기재부: 「한국판 뉴딜 종합계획」 발표 | 보도·참고자료 | 기획재정부

•   매경: `소주성`서 성과 못낸 文정부, 후반기는 `뉴딜`에 올인

•   매경: 정의선 "5년내 전기車 100만대 생산…글로벌 점유율 10% 목표"

•   매경: 한국 신성장 3대축…`데이터댐·미래車·디지털SOC`에 사활

•   매경: "돈 퍼부으면 뭐하나…칸막이규제로 사업시작도 못할 판"

•   매경(P1): `전셋값도 정부가 정하라`는 여당

•   매경: 강동도 강북도 `전세 10억시대`…규제폭탄에 세입자만 눈물

•   매경: 지자체가 전셋값 정한다는데…전세품귀·지역슬럼화 불보듯

•   매경: 文정부 3년동안 다주택자 종부세 8배 `껑충`

•   매경: 日방위백서 `韓과 협력` 삭제…`독도는 일본땅` 16년째 억지주장

•   매경: "탈원전에 멀쩡한 직장 문닫을판"…청와대앞 노동자들 간절한 호소

•   매경: 시한폭탄 된 `코로나 이자유예`…은행 "끝내자"

•   매경: 한국판 뉴딜에 5G·배터리株 `쾌청`…헬스케어는 `안갯속`

•   매경: 동박 세계1위 자회사 날개달고…SKC 훨훨

•   매경: 서울주민 재산세 2조 넘는다…올해 13년만에 최대폭 증가

•   한경(P1): 홍남기 "그린벨트 풀어 주택공급 확대 검토…이달 말 대책 발표"

•   한경: "임대차 3법 통과되면 甲乙 바뀐다" 갈등 키우는 규제

•   한경: 일시적 2주택자는 '취득세 폭탄' 피한다

•   한경: 문재인 대통령, 매월 전략회의 열어 사업 점검

•   한경: "화평법·화관법 규제 합리화 나서겠다"

•   한경: WTO, 日수출규제 분쟁해결회의 이달말 열 듯

•   서경(P1): 서울 아파트 재산세 22% 폭등···보유세 폭탄 터졌다

•   서경(P1): 팀코리아, 8조 체코 원전사업 '출사표'

•   서경: 경영계 '최저임금 전쟁' 선방했지만..."내년이 더 걱정"

•   서경: 3기 먼저 분양'에 2기 패닉...정부 '후분양 원칙' 스스로 깼다

•   조선: 文 "다음 정부까지 연결" 밝혔지만… 재정부담 커 현실성 의문

•   조선비즈: 文정부 최저임금 연평균 7.7%, 朴정부 7.4% 인상…소주성은 허구였다

•   중앙: “기본소득제, 빈곤·실업률만 끌어올려…180조 넘는 재원 조달도 문제”

•   중앙: 로봇이 달려가 엘리베이터 타고 배달?

•   동아(P1): 서울 집값 겨눈 ‘징벌적 과세’에 지방이 비명

•   동아: 4+1, 3+2… 출근 형태 바꾼 BBIG 기업, 일하는 방식도 다르다[인사이드&인사이트]

•   문화(P1): 2분기 최악실적 수출기업… 3분기도 ‘빨간불’

•   문화: 안갯속 경기에… 자산매각·희망퇴직 꺼내들었다

•   국민(P1): “서울에 아파트 물량 많다” 공급확대 정책 뒤집은 김현미

•   한겨레(P1): ‘시간당 130원’ 최저임금 역대 최저 인상률에 노동계 “최악” 반발

•   경향: 작년 세계 재생에너지 발전량, ‘원자력’ 앞섰다

•   머니투데이(P1): 세금폭탄 맞은 법인 아파트, 연말까지 매물 나온다

•   머니투데이: 가스공사, 현대차 손잡고 수소 합작법인 세운다

•   머니투데이: 방역당국 "혈장치료제 9월초 임상…렘데시비르 49명에 공급"

•   머니투데이: 분양 시장 뜨거운데 건설사 회사채 '미매각' 속출

•   더벨: 두산인프라, 산은 보증 유로본드 발행 착수

•   헤럴드경제: “온실가스 없는 그린수소…생산 효율도 82% 증가”

•   파이낸셜뉴스: 쪼그라든 10대 그룹 시총… 46兆 증발

•   파이낸셜뉴스: 저신용 회사채·CP 매입 SPV 이번주 출범

•   이데일리: 기업 살리려 돈 풀었더니 부동산 폭등…유동성 딜레마에 빠진 이주열

•   연합: 한경연 "코로나로 근로형태 변화…근로시간·고용 유연해져야"

•   연합: 한전경영연구원 "에너지전환 성공하려면 연료비 연동제 필요"

•   뉴스1: 태양광·수소·풍력 인프라에만 11조…'그린 에너지' 수혜 기업은?

•   뉴스토마토: [IB토마토]결국 팔리는 골칫거리 두산건설…'반쪽짜리 M&A' 우려

•   이투데이: 두산 모트롤BG 방산부문 매각 걸림돌되나

•   아주경제: 박정원 두산 회장, 구조조정 위기를 기회로...신수종 수주 총력戰

•   아시아타임즈: 두산그룹, 돈 되면 다 판다고?…“성장동력 ‘퓨얼셀’은 키운다”

•   reNews: $1tn by 2030 US renewables goal 'achievable'

•   Renewables Now: Oil, gas fields adopt renewables at growing pace, IHS Markit says

•   Windpower Monthly: Floating wind to 'accelerate to 70GW by 2040'

•   Windpower Monthly: Wind turbines could be the electric cars of grid services'

•   에너지경제: [이슈분석] 끊이지 않은 신한울 원전 3·4호기 건설 재개 요구 왜?

•   KHL: Electric mining automation a success for Sany

•   KHL: Construction output in Northeast Asia downgraded

•   Industrial Vehicle Technology: Doosan launches new Stage V 80 tonne crawler excavator

•   건설경제: 해외건설 특별연장근로 일단 숨통

•   OilPrice.com: Venezuela Restarts Gasoline Output At Only Operating Refinery

•   전자신문(P1): 이재용의 '통신 초격차'...6G 기술 패권 거머쥔다

•   전자신문: 삶의 혁신적 변화 이끌 6G…선점 노리는 삼성전자

•   전자신문: 국내 유턴 중소기업 '공정 스마트화' 최대 9억원 지원

•   전자신문: 연료전지 전극·촉매 개발 위한 나노촉매 합성 방법 찾았다

•   ZDNet Korea: 하반기 스마트폰, 폴더블·5G폰 쏟아진다

•   Phone Arena: Juicy Galaxy Z Fold 2 specs leak lists 120Hz display, five cameras, 5G, more

•   Robotics & Automation News: Common 3D Printing Issues (and How to Address Them)

•   Robotics Business Review: Collaborative Robots and Lean Integrators Bring Automation to Small and Medium-Size Enterprises

•   Robotics Business Review: Cloud Computing Will be the Great Enabler of Mobile Robotics

•   Robotics Tomorrow: Robotics and AI-based Automation in the Post Pandemic Era

•   Dronelife: Are Passenger Drones Real? Oh Yes – EHang Thrills Tourists With Aerial Sightseeing Flights

•   Nikkei Asian Review: Lenovo brings 'foldable' PC into post-pandemic working world

•   Nikkei Asian Review: Crucial yet forgotten: the Filipino workers stranded by coronavirus

•   Livemint: Coronavirus cases in India cross 9 lakh, recoveries rise to 5.7 lakh

•   Business Standard: Raghuram Rajan warns against 'unprecedented' rise in NPA levels in 6 months

•   Folha de S.Paulo: Brazil Averages over A Thousand Deaths with Covid-19 per Day - 14/07/2020 - Science and Health - Folha

•   Moscow Times: Russia Sold More Gold than Gas For the First Time in Almost 3 Decades

•   Moscow Times: Arctic Spill Fuels Calls for Shakeup at Russian Mining Giant

•   Jakarta Post: Regulatory reform needed to give Jakarta’s property sector a boost: Experts

•   Jakarta Post: Pandemic erases $5.9b of Indonesia’s tourism revenue as businesses seek help

•   Jakarta Post: Electricity trade unions oppose omnibus bill revisions over privatization concerns

•   Myanmar Times: Myanmar GDP to grow at 6% next year

•   Myanmar Times: Off-grid areas in Myanmar to enjoy solar power

[Opinions]

•   Project Syndicate(Lisa D. Cook, Elmira Bayrasli): How Would Black Economists Change Economics?

•   Project Syndicate(Josep Borrell): Saving the Iran Nuclear Deal

•   Project Syndicate(Richard N. Haass): The Politics of a COVID-19 Vaccine

•   Project Syndicate(Shlomo Ben-Ami): A Doomed Middle-East Peace

•   Project Syndicate(Nina L. Khrushcheva): Trump and Putin by the Book

•   FT(Editorial Board): Britain takes long view with Huawei 5G ban

•   FT(Martin Wolf): Covid has exposed society’s dysfunctions

•   FT(Tony Barber): EU recovery fund fight is about shaping the bloc’s future

•   FT(Jamie Powell): Tesla and the Amazon fallacy

•   FT(Anjana Ahuja): An airborne virus is a threat worth taking seriously

•   FT(Henny Sender): India takes a risk by encouraging national interest

•   FT(Greg Radford, Logan Wort): Reform mining tax systems to rebuild post-pandemic public finances

•   FT(Mohamed El-Erian): Investors must prepare portfolios for Covid-19 debt crunch

•   FT(Lex): Huawei/European telecoms: security hang-up

•   WSJ(Walter Russell Mead): Biden’s Foreign-Policy Blast From the Past

•   WSJ(David B. Rivkin Jr., Anastasia Lin): A Way to Curb Chinese Intimidation

•   NYT(Michelle Goldberg): In Some Countries, Normal Life Is Back After the Coronavirus. Not Here.

•   NYT(John M. Barry): The Pandemic Could Get Much, Much Worse. We Must Act Now.

•   WP(Henry Olsen): Tensions with China are rising. What’s the next step?

•   WP(Dana Milbank): The one constant in Trump’s presidency: Tomorrow will be worse

•   WP(Paul Waldman): Our economy is in crisis. Only one of the candidates realizes it.

•   WP(Frida Ghitis): Can Taiwan survive a second Trump term?

•   Bloomberg(Editorial Board): How India Should Meet the China Challenge

•   Bloomberg(Daniel Moss): You Want the Truth? You Can't Handle Total Lockdown

•   Bloomberg(John Authers): Stocks Bang Their Head on an Inefficient Ceiling

•   Bloomberg(Julian Lee): OPEC+ Risks Triggering Another Oil Price Slump

•   Bloomberg(Clara Ferreira Marques): Copper's Made-in-China Rally Has Friends

•   Bloomberg(Karl W. Smith): America Can’t Wait for More Covid-19 Relief

•   Bloomberg(Jonathan Bernstein): Why Would Trump Oppose Stimulus?

•   Bloomberg(Cass R. Sunstein): Bidenomics Is a Populist Gridlock Buster. Uh-Oh.

•   Bloomberg(Bobby Ghosh): Trump and Congress Need to Get Serious About More Stimulus

•   Bloomberg(Cathy O'Neil): Florida’s Covid-19 Deaths Might Rival New York's

•   Bloomberg(Timothy L. O'Brien): Mnuchin’s Bailout Mistakes Keep Multiplying

•   CNN(Al Franken): How Biden wins

•   MarketWatch(Ash Alankar): Congress won't pass a new stimulus package, and that could send the S&P 500 under 2,700

•   Reuters(Andy Home): Funds buy into a copper rally fuelled by China and Chile

•   조선(한삼희): 전력 계획' 책임자가 털어놓은 그린 뉴딜의 실상