Business Intelligence Monitor 200716

(Introduction)

[Markets]

•   Global: Stocks rally on vaccine hopes, crude oil gains

※   COVID vaccine hopes drive risk-on sentiment

※   Economic, crude oil data help growth outlook

※   Simmering U.S.-Sino tensions remain a concern

※   Macro 백업표

※   Industry 백업표

•   US: Dow futures little changed as index tries for fifth straight day of gains

•   한국: 코스피 상승 마감…5개월 만에 종가 2,200선 회복

•   한국: "한국판 뉴딜이 든든한 지원군"…수소차 관련株 일제히 뜀박질

•   Metals: Copper slides in sell-off triggered by U.S.-China tensions

•   Grains: CBOT wheat to highest since April on spec buying, export talk

[Indicators]

•   US Jun. Industrial production: U.S. Industrial Production Picked Up Again in June

•   US Jul. Empire State manufacturing index: New York Manufacturing Expands More Than Forecast as Orders Grow

•   US Weekly Mortgage rates·applications: Mortgage rates set yet another record low, but homebuyers pulled back

•   UK Jun. CPI: UK inflation rate inches up in June as economy reopens

•   한국 5월 통화 및 유동성: 고삐 풀린 유동성…통화량 한달새 35조 폭증 ‘사상최대’

•   한국 6월 고용: 취업자 넉달 연속 감소…실업률 6월 기준 1999년 이후 최고

※   매경: 채용門 닫히고 알바는 막히고…구직 포기한 20대 9만명 늘어

※   매경: 취업자 감소폭 줄었다고…홍남기 "고용회복 조짐"

※   매경: 10만개 공공일자리 풀리자…60세이상 취업자 `나홀로 증가`

•   한국 6월 FDI: 외국인 투자도 `셧다운`…10년만에 최저 수준으로

※   한국 6월 부동산시장 소비자심리조사: "집값 오를 것" 35개월 만에 최고…초강력 규제에도 상승 기대 확산

•   Japan Jun. Foreign visitors: Foreign visitors to Japan drop 99.9% in June

•   Japan Benchmark rates: BOJ Cuts Economic Growth Forecast, Stands Pat on Monetary Policy

•   India Jun. Balance of trade: India posts first trade surplus in 18 years as coronavirus hits imports

•   Indonesia Mar. Poverty rate: Poverty rate rises in March as pandemic hits vulnerable communities

•   Indonesia Jun. Balance of trade: Indonesia books $1.27b trade surplus in June as economic activity resumes

•   Russia Q2 GDP: Russian Economy Shrank 10% in Second Quarter – Central Bank

•   South Africa May CPI: South Africa Inflation Drop Unlikely to Prompt Aggressive Rate Cuts

•   Canada Benchmark rates: Bank of Canada Signals No Rate Hikes Until at Least 2023

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: American Airlines Plans to Furlough Up to 25,000 Workers This Fall

•   WSJ: Biden Expands Lead as Trump’s Approval Drops

•   WSJ: Why Arizona Wasn’t Ready for Its Coronavirus Surge

•   WSJ: Consumer Appetite for Cars, Homes Bolsters U.S. Economy

•   WSJ: Newsletter: Walking the Coronavirus Tightrope

•   WSJ: Apple Wins Major Victory in Battle With EU Over Tax

•   WSJ: Covid-19 Whiplash Jolts California’s Small Businesses

•   WSJ: Korea’s Radical Housing-Boom Crackdown Is a Sign of Things to Come

•   NYT: Trump Raises New Objections to Subpoena Seeking His Tax Returns

•   NYT: A Resurgence of the Virus, and Lockdowns, Threatens Economic Recovery

•   NYT: Boeing’s 737 Max Will Return to a Devastated Aviation Industry

•   NYT: New York Times Will Move Part of Hong Kong Office to Seoul

•   WP: Global surge in coronavirus cases is being fed by the developing world — and the U.S.

•   WP: As the coronavirus crisis spins out of control, Trump issues directives — but still no clear plan

•   FT: US steps up threats over Nord Stream 2 pipeline

•   FT: Opec and Russia primed to unwind historic supply cuts

•   FT: Sweden’s light-touch Covid-19 approach spared economy, says SEB chief

•   FT: Doubts cloud China’s post-coronavirus recovery

•   FT: SMIC scores mainland China’s biggest IPO in a decade

•   FT: China attacks Boris Johnson over Huawei ban

•   FT: Sunak says UK companies should not expect help with their debts

•   FT: UK companies stockpile ahead of Brexit potential cliff edge

•   FT: IMF warns Ukraine over central bank’s independence

•   FT: UK ministers plan ‘Green Investment Bank 2.0’

•   FT: Taxing times for Europe as pandemic cripples government revenue

•   FT: Saudi shoppers hit by tripling of VAT rate

•   FT: Global power grids decentralise towards a flexible future

•   FT: Floating turbines buoyed by rising demand for clean energy

•   FT: Solar provides fertile ground for ‘green’ hydrogen chemical plant

•   FT: EU watchdog to probe German regulators after Wirecard collapse

•   FT: Spain looks for jobs boost from EU pandemic recovery package

•   ITV: Positive news is coming on Oxford Covid-19 vaccine, writes Robert Peston

•   Bloomberg: Fed Survey Shows Tepid Recovery in Early July, Outlook Uncertain

※   Fed: Beige Book - July 15, 2020

•   Bloomberg: Trump Leans Against Sanctions on Chinese Officials for Now

•   Bloomberg: Hong Kong Ceases to Be Safe Haven in Gathering U.S.-China Storm

•   Bloomberg: The Real Virus Number Determining if Cities Return to Lockdown

•   Bloomberg: China’s Hot Stock Rally Throws Fresh Challenge at Credit Market

•   Bloomberg: Belt and Road Re-Emerges in Pakistan With Flurry of China Deals

•   Bloomberg: Satellite Images Give Snapshot of Thailand’s Path to Recovery

•   Bloomberg: Professor Whose Formula Predicts Bankruptcies Has a Big Warning

•   Bloomberg: U.S. Job Gains Look Like They’re Slowing or Reversing in July

•   Bloomberg: Markets Walk Dangerous Tightrope Before U.S. Stimulus Ends

•   Bloomberg: U.K. Reveals Plan to Avoid Internal Trade Barriers Post-Brexit

•   Bloomberg: World Population Likely to Begin Falling After 2050, Study Says

※   Lancet: Fertility, mortality, migration, and population scenarios for 195 countries and territories from 2017 to 2100: a forecasting analysis for the Global Burden of Disease Study - The Lancet

•   Bloomberg: The 700 Billion-Euro Man Counting Every Cent to Keep Italy Afloat

•   Bloomberg: Two Million Saudis Lose Cash Aid When They Can Least Afford It

•   Bloomberg: Threat of 4 Million U.K. Unemployed Piles Pressure on Sunak

•   Bloomberg: U.K.’s Brittle Recovery Keeps Door Open for More BOE Easing

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

•   Bloomberg: OPEC+ Confident of Gradually Opening Taps Without Hurting Prices

•   Bloomberg: Philippines Flattened Covid-19 Curve in April, Health Chief Says

•   Bloomberg: At Lockdown’s Worst, 10 States Had Under 50% of Populace Working

•   Bloomberg: Trump’s Infrastructure Approval Overhaul Seen Helping Polluters

•   Bloomberg: Solar Fight Heats Up as U.S. Set to Rule on Rooftop Mandates

•   Reuters: Russian scientists hail results of COVID-19 vaccine trial

•   Reuters: Trump only wants North Korea summit if real progress possible, Pompeo says

•   Reuters: German retailers set for worst downturn since World War Two

•   Reuters: BoE's Tenreyro sees incomplete V shape for UK recovery

•   CNN: Small businesses say time and money are running out fast

•   CNN: Huawei's hopes of global domination have been dashed

•   CNBC: U.S. reports record 67,400 single-day spike of new coronavirus cases

•   CNBC: Pompeo imposes visa restrictions on Huawei, other Chinese tech companies, citing human rights abuses

•   CNBC: The world will make China 'pay a price' over coronavirus outbreak, Mike Pompeo says

•   CNBC: UK denies Trump influenced decision to ban Huawei from 5G networks

•   CNBC: UK hopes to ramp up battery storage and boost renewables by loosening planning rules

•   CNBC: Trump says U.S. would have half the number of coronavirus cases if it did half the testing

•   CNBC: Goldman Sachs sees the Chinese yuan at 6.70 per dollar in the next 12 months

•   CNBC: Floods and the coronavirus create more uncertainty for China as food prices climb

•   CNBC: With Joe Biden ahead in polls, $15 minimum wage could get another push

•   CNBC: June retail sales should be strong from a pickup in spending before new virus outbreak slowed activity

•   CNBC: OPEC faces 'worst of both worlds' with oil prices in limbo before JMMC meeting

•   CNBC: Goldman Sachs: 90% chance stocks beat bonds over the next 10 years

•   CNBC: ECB meeting in focus as investors monitor coronavirus stimulus

•   CNBC: How Taiwan beat the coronavirus

•   Fox Business: China's purchases in Trump trade deal missing target

•   Fox Business: White House opens door to unemployment aid compromise as extra $600 nears end

•   SCMP: US-China decoupling already under way, John Bolton says

•   SCMP: US tariffs, sanctions, export bans ‘all on the table’ against Hong Kong

•   SCMP: Hong Kong to remain ‘important’ finance hub, despite security law fallout

•   SCMP: China floods force rural towns and villages to recall migrant workers

•   Global Times: US peace destroyer in the South China Sea

•   매경(P1): 무너지는 車생태계…부품사 60% "감원"

•   매경: 車부품 수출라인은 셧다운…강소기업마저 회생신청

•   매경: 부품사 엎친데 덮친격…"대출금리 6% 주고 은행서 10억 겨우 빌려"

•   매경: 車부품사 일감 줄고 자금난 `이중고`…"공장 멈출수밖에"

•   매경(P1): [단독] 그린벨트 해제 `급물살`…당정 주택공급 방안 협의

•   매경: 1주택자 증세 없다더니…`稅폭탄` 고지서에 부글부글

•   매경: 정부, 돌고돌아 결국 그린벨트 풀기…서울시는 `반대` 고수

•   매경: [단독] 3기신도시 용적률 220%로…5만가구 추가공급 추진

•   매경: 법인세 지역차등 도입 검토…수도권 소재 기업 역차별 받나

•   매경: 주담대 기준 `코픽스 금리` 사상 첫 0%대

•   매경: `탄소 맞수`의 수소전쟁…효성·코오롱의 변신

•   한경(P1): "매물 내놔도 반의반 값도 못받아"…눈물의 폐업 세일

•   한경(P1): [단독] 정세균 "제2의 반도체 될 新산업 '멍석' 확실히 깔아줄 것"

•   한경(P1): "30대의 집값 불안 잠재우려면 재건축·재개발 규제 완화해야"

•   한경: "서울 아파트값 '어깨' 수준…2023년부터 하락 시작"

•   한경: "하반기 서울 아파트값, 신축·구축 할 것 없이 더 오를 것"

•   한경: 일감 끊겨 매출 반토막…55만명 넘게 일하는 뿌리산업 '줄폐업' 위기

•   한경: 다시 국회로 넘어온 'ILO협약 비준안'…통합당 "경영권 방어 보완입법 필요"

•   한경: "공무원 1% 늘면 실업률 2.1% 상승"

•   한경: "리더 없으면 못 버틴다"…김현석 삼성전자 사장 '절박한 토로'

•   한경: 속도 50% 빠른 차세대 D램 나온다

•   한경: 현대重·대우조선 갈 길 바쁜데…EU, 결합심사 세 번째 중단

•   한경: KOTRA, 독일 수소산업 진출전략 보고서 발간

•   한경: 코스닥 2분기 실적 '희비' 예고

•   한경: 두산인프라코어, 3억弗 해외채권 완판

•   한경: 반전세·월세 늘고, 전셋값 '분양가 추월'…팍팍해진 세입자

•   한경: 예비 유니콘'에 선정된 업체 살펴보니…렌터카 정보로 지능형 모빌리티 구축

•   서경(P1): [단독] 학연·지연은 없었다···사람만 본 국민은행 'AI 인사부장님'

•   서경(P1): [단독]이재용-정의선 2차 회동··· 속도내는 'K배터리 동맹'

•   서경(P1): 초격차 이끄는 무형자산, 시총 '톱10' 바꿨다

•   서경: M&A·R&D가 신성장의 핵심...무형자산 가치 객관화는 '국가 과제'

•   서경: “연말~내년 초 백신 나와도 코로나 수년간 지속..접종까지 한국은 1~2년, 개도국은 3~5년 소요”

•   서경: 규제는 안풀고 58조 돈풀기···디지털 뉴딜, 외국계 기업만 무임승차할 판

•   서경: 통신 3사 "5G에 3년간 25조 투자"

•   서경: 예정처의 경고 “韓, 민간부채 증가 속도 세계 2위...위험단계 ‘주의’ 진입”

•   조선(P1): "전세 1억 올려달라네요"… 서민들 잠이 안온다

•   조선: 與 '2+2+2년 전세' 발의… 6년치 전셋값 한번에 오를 수도

•   조선: UAE 바라카 원전 2호기 준공됐는데… 한전은 쉬쉬

•   IT조선: 청소·서빙·패트롤' 현대로보틱스, 서비스로봇 다각화 선언

•   인베스트조선: 실물경기 악화 진행中…"기업 등급 하향압력 더 거세진다"

•   중앙: 현대 전기차 세계 6위, 기아 7위 질주

•   동아: 분양 물량 반토막-시세 차익 기대감… 서울 상반기 청약경쟁률 작년의 4배

•   동아: “고작 130원 인상? 편의점주 낭떠러지로 떠밀어”

•   문화: < Science >태양열로 바닷물 식수化… 소재기술 접목해 생산량 2배로

•   문화: < What >‘S’ ‘L’ 유형만 존재하던 코로나, 6가지 그룹으로 변이

•   문화: 기업 10곳중 8곳 “하반기 경기 정체·악화 할 것”

•   문화: 대기업 CEO 10명중 3명 ‘외부영입’… 삼성출신 선호

•   문화: 2분기 선방한 삼성폰 하반기 본격반등 기대감 ‘솔솔’

•   문화: “한국판 뉴딜서 소외” 허탈한 건설업계

•   국민(P1): “1상 결과일뿐, 항체 두 달도 못가” 모더나 백신, 냉혹한 평가

•   한겨레(P1): [단독] 당정, 군 태릉골프장 일대 대규모 주택공급 검토

•   경향(P1): ‘탄소 저감’ 구체적 목표 없이…‘대충’ 그린 뉴딜

•   머니투데이(P1): [단독]금호산업, HDC현산에 "한달내 액션 없으면 계약해지 통보"

•   머니투데이(P1): 디지털뉴딜로 디지털대전환 시동...일자리 90만개 만든다

•   머니투데이: [단독] 올해 내 월급, 겨우 0.5% 오른다

•   머니투데이: 韓수소드론·선박 기술…국제표준으로

•   머니투데이: 코로나 시대 자금조달 온도차, 하반기 '증자·메자닌' 늘어나나

•   헤럴드경제: 2022년까지 특수고용자 등 확대…전국민 ‘고용보험 로드맵’ 나온다

•   헤럴드경제: 같은 ‘갤럭시 폴드’끼리 가격은 2배…“뭐가 다르길래?”

•   헤럴드경제: 코스피도 ‘부익부’ 심화…‘상위 1%’가 시총 45% 장악

•   헤럴드경제: ‘기업 전당포’ 개점… 첫 손님은 대한항공? 두산? 쌍용차?

•   파이낸셜뉴스(P1): "한달 넘게 집에 돈을 못줬어요" 휴직한 아빠는 긴 줄을 버틴다 [현장르포]

•   아시아경제(P1): 부동산 팔아 현금 확보하는 은행들

•   아시아경제(P1): [단독]민주당, '임대차 3법' 유예없이 바로 시행 가닥

•   아시아경제: [팩트체크] "실수요자 피해 없다" "공급 충분"…김현미 말 맞을까

•   아시아경제: K배터리 속도전…LG·SK 배터리 소송전 어디까지 왔나

•   디지털타임스(P1): 2100년 韓인구 반토막… 경제력은 20위로 추락

•   이데일리(P1): 항공산업 구조조정 절실한데…제주항공·이스타항공 M&A 좌초

•   이데일리: [줌인]재계 대변 '미스터 쓴소리' 손경식… “기업에 부담 주는 정책 개선”

•   이데일리: 대기업 벤처투자 물꼬라는 CVC…명분싸움에 지지부진

•   이데일리: 삼성전자, 샤프서 LCD 패널 공급 받았다..LGD와 계약도 추진

•   이데일리: "부동산 대출규제 현금부자만 더 부자로 만든 최악의 정책"

•   이데일리: 개미의 여름보너스 '중간배당' 4년만에 줄어든다

•   연합: 한기평 "상반기 신용등급 하락 19건…코로나 영향 이제 시작"

•   뉴스1: 文 그린뉴딜서 등장한 '풍력'…두산重에 단비 될까

•   뉴스토마토: (배터리가 미래다①) '그린뉴딜'에 날개 단 K-배터리 …세계 1위 굳힌다

•   뉴스토마토: (배터리가 미래다②) 세계 배터리 멸망전…기술개발·합종연횡 전쟁터

•   뉴스토마토: (배터리가 미래다③) "이제부터가 시작"…K-배터리, 생존 전략은

•   아주경제: ​기업자산매각 실제 지원은 4분기…성공여부는 가격

•   뉴스투데이: [뉴투분석] 채권시장 ‘허리’ BBB등급 회사채에 대한 투자심리가 싸늘한 까닭은

•   이뉴스투데이: ‘BBB등급 패싱’에 채권시장 초비상…산은만 해결책인가

•   미디어펜: [CEO줌인]새우가 고래를?…한재준 대우산업개발 대표, 두산건설 M&A 리스크 극복할까

•   Windpower Monthly: Sales slump relief: OEM orders recover in June

•   FuelCellsWorks: Bloom Energy Announces Initial Strategy for Hydrogen Market Entry

•   FuelCellsWorks: IHS Markit: Production of Carbon-Free “Green” Hydrogen Could Be Cost Competitive by 2030

•   에너지경제: 탈원전 역설'…갈수록 늘어나는 원전 의존도

•   OilPrice.com: Emerging Economies Get A Renewable Bump Thanks To Impact Investors

•   MINING.com: Covid-19 disrupts $8.8 billion of global mining output

•   MINING.com: Pandemic sharpens focus on US coal’s ESG risks – report

•   MINING.com: China sets rare earth mining quota for 2020

•   MIT News: “Alexa, go to the kitchen and fetch me a snack” | MIT News

•   전자신문(P1): 對중국 소재부품 무역수지 갈수록 악화…반도체 제외한 흑자 5년새 72% 급감

•   전자신문(P1): 세계 원자력 및 방사선 엑스포'와 '부산국제원자력산업전' 16일 동시 개막

•   전자신문: [수열에너지 현장을 가다]물로 여름 도시를 식힌다

•   전자신문: [수열에너지 현장을 가다]북미·유럽 중심으로 수열에너지 이용 활발

•   전자신문: 테슬라, 3년만에 한국 ESS 시장 진출 잠정 중단..."배터리, 시스템 일체형 국내 인증 체계 없어"

•   전자신문: 충전 필요 없는 배터리 시대 온다

•   Robotics Tomorrow: Cloud Robotics: A Perspective

•   Robot Report: Teaching robots how to grasp transparent, shiny objects

•   Nikkei Asian Review: Huawei purge revives Japan's 5G hopes, once thought dead

•   Nikkei Asian Review: Japan pandemic policy seen forming financial bubbles

•   Economic Times: After the Rs 21 lakh cr package, experts now want long-term stimulus to revive the economy

•   Livemint: China says progress made in latest border talks with India

•   Livemint: India receives $20 billion in investments and pledges April-July

•   Folha de S.Paulo: Brazil Has The Highest Average of Deaths per Day since The Start of the Pandemic

•   Jakarta Post: Indonesia seeks to conclude trade negotiation with EU next year to bolster recovery

•   Jakarta Post: Domestic investors dominate stock market amid pandemic

•   Jakarta Post: Government, lawmakers set 2021 state budget deficit at up to 4.7% of GDP

•   Jakarta Post: Govt expects deliberations on job creation omnibus bill to finish in August

•   Jakarta Post: What you need to know about Batang industrial zone development

•   Viet Nam News: Việt Nam receives first coal batch imported from the US

•   Myanmar Times: Myanmar borrowing set to grow as fiscal deficit widens

•   Myanmar Times: Govt expects kyat depreciation, higher exchange

•   Myanmar Times: Steeper growth decline than expected in Myanmar this

[Opinions]

•   Project Syndicate(Ana Palacio): NATO Is Dying

•   Project Syndicate(Jeffrey D. Sachs): G20, Heal Thyself

•   FT(Editorial Board): You say high inflation, I say show me the currency devaluation

•   FT(Editorial Board): Apple ruling strengthens case for tax crackdown

•   FT(Janan Ganesh): America’s eerie lack of debate about China

•   FT(Martin Sandbu): Britain’s Brexit boosterism masks slow progress in talks with EU

•   FT(Nick Butler): How oil majors bought into green energy

•   FT(Paolo Gentiloni): An EU tax crackdown is essential for sustainable growth

•   FT(Martin Arnold): ECB’s pledge to encourage bank mergers is falling on deaf ears

•   FT(Pauline Skypala): Was June a tipping point for the switch to green?

•   FT(Alice Ross): Investors pull green levers to reshape energy sector

•   FT(Lex): E&P/Premier Oil: asset flop

•   FT(Lex): Corporate tax rates: profits poser

•   WSJ(Walter Russell Mead): Americans and the Virus

•   WSJ(Joseph C. Sternberg): The Covid Fiscal Crisis Is About Debt and Taxes

•   WSJ(Philip DeMuth): The Biden Tax Hike Would Be Severe

•   WSJ(Allysia Finley): The Politics of Hydroxychloroquine

•   NYT(Editorial Board): Congress, Do Your Job: Help Americans Without One

•   NYT(Spencer Bokat-Lindell): Should We Even Care About Trump’s Taxes?

•   NYT(Ben Bernanke): I Was Chairman of the Federal Reserve. Save the States.

•   WP(Jennifer Rubin): How to read Biden’s massive lead in the polls

•   WP(E.J. Dionne Jr.): Biden’s pitch is an implicit but devastating punch at Trump

•   WP(George F. Will): The nation is in a downward spiral. Worse is still to come.

•   WP(Paul Waldman): Why Trump can’t persuade America to hate Joe Biden

•   Bloomberg(Editorial Board): How Europe Can Rise to the Coronavirus Challenge

•   Bloomberg(Noah Smith): Alternative Data Offers a Lot. Just Be Careful.

•   Bloomberg(Shuli Ren): How to Turn Negative Equity Into a $30 Billion Market Cap

•   Bloomberg(John Authers): Moderna's Vaccine Doesn't Work on Kitchen Sinks

•   Bloomberg(Ferdinando Giugliano): The ECB Can't Slow Its Stimulus Buying Yet

•   Bloomberg(Max Nisen): Moderna’s Covid Vaccine News Is Good. But Market-Moving Good?

•   Bloomberg(Alex Webb): Apple's $15 Billion Tax Win Highlights a Big Problem

•   Bloomberg(Michael Schuman): Think It’s Too Hard to Decouple From China? Think Again

•   Bloomberg(Matthew A. Winkler): A Stay-at-Home Stock Market Kept Investors Afloat

•   MarketWatch(Mark Hulbert): The Fed isn’t likely to take U.S. interest rates below zero and that’s going to shock today’s bond holders

•   MarketWatch(Paul Brandus): The numbers don't look so good for Donald Trump

•   MarketWatch(Bruce Y. Lee): This new study shows how well a coronavirus vaccine must work before we can stop social distancing

•   Fox Business(Andy Puzder): On Tax Day, difference between Trump, Biden is on full display

•   USA Today(Peter Navarro): Anthony Fauci has been wrong about everything with me

•   한경(최형순): 핵 공포와 친환경 원자력 발전