Business Intelligence Monitor 200717

(Introduction)

[Markets]

•   Global: Rising U.S. coronavirus cases slam stocks, push debt yields lower

※   Escalating U.S-China tensions, data weigh on markets

※   Oil prices fall on agreement to ease supply curbs

※   Gold prices ease as ECB keeps policy on pause

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2180선으로 거래 마쳐…달러 환율은 1205.6원 마감

•   Metals: Copper bulls drive prices back towards two-year high

•   Grains: Soy, corn higher on improving export demand for U.S. supplies

[Indicators]

•   글로벌 6월 자동차 판매: 전세계 車 판매 부진… 한국만 6.6% 증가

•   US Jun. Retail sales: U.S. Retail Sales Rose 7.5% in June as Stores Reopened

•   US Weekly Jobless claims: U.S. Jobless Claims Held Nearly Steady at 1.3 Million in July 11 Week

※   Fox Business: These 5 states worst hit by recent wave of unemployment claims

•   US Weekly Mortgage rates: US 30-year mortgage rate falls below 3% for first time

•   Eurozone Benchmark rates: Lagarde warns of threats to recovery as ECB leaves policy on hold

※   ECB: Monetary policy decisions

•   UK May Employment: UK sheds 650,000 jobs during coronavirus lockdown

•   China Q2 GDP, etc.: China Is First Major Economy to Return to Growth Since Coronavirus Pandemic

※   WSJ: China’s Economy Appears Back on Track, but Challenges Remain

•   China Jun. Employment: China job market gains limited despite economy returning to growth

•   한국 주간 아파트 가격(감정원): 서민 잡는 미친 서울 전셋값…1주일새 수억 폭등

•   한국 기준금리: 한국은행 "집값 불안에도 완화기조 유지…올 -0.2% 성장도 어렵다"

※   한국은행: 통화정책방향(2020.7.16)

※   한국은행: 최근의 국내외 경제동향 (2020.7)

※   한경: 이주열 총재 "시장 불안심리 커지면 국채 매입 적극 나서겠다"

•   India Jul. Electricity generation: India's electricity output recovers further in first half of July

•   Indonesia Benchmark rates: Bank Indonesia Cuts Rate for Second Month as Growth Sputters

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Confirmed U.S. Coronavirus Cases Top 3.5 Million

•   WSJ: In Europe, Face Masks Are the Norm. But for How Long?

•   WSJ: Hydroxychloroquine Didn’t Help Patients With Early and Mild Covid-19, Study Finds

•   WSJ: GOP Senators Move Ahead With Coronavirus Liability Plan

•   WSJ: The $52 Trillion Bubble: China Grapples with Epic Property Boom

•   WSJ: Eviction Looms for Millions Who Can’t Afford Rent

•   WSJ: Fed’s Williams Says Fed Is Striving to Get Economy on Track; Fiscal Effort ‘Essential’

•   WSJ: Newsletter: What Comes Next?

•   WSJ: Which Stores Are Opening or Closing Amid the Covid Retail Shakeout?

•   WSJ: South Korea’s Key Weapon to Stop the Pandemic? Smartphones

•   NYT: U.S. Weighs Sweeping Travel Ban on Chinese Communist Party Members

•   NYT: Russian Hackers Trying to Steal Coronavirus Vaccine Research, Intelligence Agencies Say

•   NYT: Boom Time for Death Planning

•   NYT: In Coronavirus Vaccine Race, China Strays From the Official Paths

•   NYT: Barr Urges U.S. Companies to Resist Serving as ‘Pawns’ for China

•   NYT: How Novavax Won $1.6 Billion to Make a Coronavirus Vaccine

•   WP: Mask mandates catch on as states, businesses try to bypass a toxic debate

•   WP: White House warns stimulus package ‘must’ include Trump payroll tax cut proposal

•   FT: US-EU data sharing deal struck down by European court

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

•   FT: TSMC raises forecasts after reporting 81% jump in profits

•   FT: A reticent consumer rings a note of caution

•   FT: Ukraine appoints central bank chief after IMF warning on crisis

•   FT: Ecuador debt restructuring faces setback after some creditors balk

•   FT: Clock ticking as focus turns to EU-UK border plans

•   FT: EU accelerates plans to borrow €100bn in Covid-19 relief effort

•   FT: Five Eyes, 5G and America’s self-sabotaging trade wars

•   FT: ECB’s Lagarde set to flag continued stimulus as crisis rages

•   FT: Brexit vote hits leave areas the hardest

•   FT: Wall Street cuts forecasts for Fed balance sheet growth

•   FT: Why UK unity is being tested by Westminster’s post-Brexit plan

•   FT: EU refuses to admit defeat after Apple tax setback

•   FT: The comfort of cash in a time of coronavirus

•   Bloomberg: Australia’s China Ties Fray Even as Two-Way Trade Booms

•   Bloomberg: China Is Forcing the World to Find New Ways to Deal With It

•   Bloomberg: U.S. Extends Clampdown on Huawei With FCC List of Suspect Gear

•   Bloomberg: Jakarta Keeps Loose Social Distancing Measures as Cases Surge

•   Bloomberg: The Billion-Dollar Broker Who Managed a Nation’s Oil Wealth

•   Bloomberg: Worst China Stocks Selloff Since February Caps Brutal Reversal

•   Bloomberg: Virus Fears Hurt U.S. Economy Whether Locked-Down or Reopened

•   Bloomberg: Traders Bet the Fed’s Bond-Buying Binge Has Just Begun

•   Bloomberg: Brazil Tops 2 Million Covid Cases With Virus Ravaging Poor Towns

•   Bloomberg: China’s GDP Rebound Shows Resilience Trump’s Strategy Overlooks

•   Bloomberg: South Africa Extends Its Longest Slump Since 1945

•   Bloomberg: Pelosi Says She’s Confident of Getting Deal on Stimulus Bill

•   Bloomberg: One-Third of U.S. Solar Projects Relied on Rule That’s Changing

•   Reuters: IMF chief warns global economy 'not out of the woods,' dangers lurk

•   Reuters: Exclusive: Russia central bank will consider rate cut next week, deputy governor says

•   Reuters: EU summit on recovery fund: what's in it for markets?

•   Reuters: Exclusive: OPEC fears second virus wave to prolong oil inventory overhang

•   Reuters: Indonesian coal plant taints South Korea's green pledge

•   CNN: The world loves the US dollar. Trump and the pandemic could change that

•   CNBC: JPMorgan: Euro will see 'really significant' inflows as crucial tail risks removed

•   CNBC: August is shaping up to be ‘ugly’ if stimulus

•   CNBC: Cramer: We desperately need another round of federal stimulus, despite vaccine progress

•   SCMP: ‘You’ve made the correct choice working in China’, Xi tells foreign firms

•   SCMP: Exclusive | Australia firms say China tensions now bigger risk than economy: survey

•   Global Times: Can China be the world's engine in post COVID-19 recovery?

•   Global Times: China’s economic performance will crush US’ lies

•   매경(P1): 文 "주택공급 야당 목소리 듣겠다"

•   매경: 4색 넥타이 文 `국회 협치` 요청…`경제` 28번 `뉴딜` 16번 언급

•   매경: 그린벨트 지키겠다며…서울시 이제서야 "재건축 규제 풀겠다"

•   매경: 김진표 "정부 소유 골프장에 아파트 짓자"

•   매경(P1): 수도권 `전세물건 제로` 단지 속출

•   매경(P1): 이라크發 집단감염…귀국 근로자 이틀새 34명 확진

•   매경: [단독] 韓·대만 `면역여권` 발급 추진…격리 없는 해외여행 재개되나

•   매경: KDI의 뒷북 "재난지원금 선별지원 했어야"

•   KDI: 가계부문 유동성 위험 점검과 정책적 시사점

•   매경: 미래사업 챙기는 이재용…이번엔 車전장부품

•   매경: 회사채 발행 10년來 최대…우량채 비중 69%→82%

•   매경: 셀트리온, 코로나 치료제 임상…이달중 예정수순대로 착수할듯

•   한경(P1): 청년보다 노인 일자리가 더 많은 나라

•   한경: [단독] 삼성 가전의 글로벌 거점으로…광주가 들썩인다

•   한경: "돌아와라" 외치는 정부…기업은 "규제부터 풀라" 손사래

•   한경: "다시 일해야 할 판"…은퇴 1주택자들의 분노

•   한경: 20년간 578조원…세금이 집값 상승 부채질

•   한경: "튀김·서빙로봇 도입했더니 매출 늘었어요"

•   서경(P1): “상법 개정안, 외국투자가에 '창' 쥐여주고 국내기업 방패 빼앗을 것”

•   서경: “다중대표소송 도입 땐 대기업 신사업 발목... SK바이오팜도 없었을것”

•   서경: "방만한 稅감면·공제 정비 필요...지출준칙 법제화해야"

•   서경(P1): "집값 계속 떨어지는데"···지방 '징벌과세의 절규'

•   서경: 지방 주택 먼저 팔겠다' 문의 빗발···"서울과 동일 세폭탄 말이 되나요"

•   서경: 전세가 폭등인데 신규계약 상한제 적용...임대규제 역풍 거세지나

•   서경: 보유세 지방 2채>서울 1채···공시가 서울 더 비싼 데 '규제 평준화' 역설

•   서경: 분양권 보유 1주택, 양도세 비과세 못받나···중과세 우려에 ‘패닉,

•   서경: 강남 그린벨트·수방사 개발...그래도 부족한 서울 공급

•   조선: "지자체가 전셋값 정하고 소급적용"… 反시장 규제 쏟아내는 여당

•   조선: 전기료에 붙여 만든 '정부 쌈짓돈'… 2029년 10조 넘는다

•   조선: 국내 중소기업 31% "코로나로 직원 감축"

•   조선: 샤오미, LG에 도발

•   조선비즈: 中시장 펄펄 끓는데… 두산인프라·현대건설기계 실적, 기대만큼 아니라더라

•   조선비즈: "이대로는 중국에 시장 뺏긴다" 속타는 ESS 업계

•   중앙(P1): "용산 정비창 부지에 2만가구 신도시"…정부 주택물량 총력

•   중앙: “한국 김치가 바이러스 차단 역할, 코로나 사망자 줄였다”

•   중앙: 진성준 "그래봤자 집값 안떨어져"···마이크 꺼지자 드러난 與속내

•   동아(P1): “3개월내 잔금 안치르면 취득세 중과” 현실 모르는 규정에 실수요자 울화통

•   동아: 5월 아파트 10채중 1채 법인이 매입

•   머니투데이(P1): 5년간 수소전기차 13배·태양광풍력 3배 키운다

※   산업부: 탄소중립 사회를 향한 그린뉴딜 첫걸음

•   머니투데이(P1): 文 "태양광·수소차 이미 세계선도..'그린혁명' 대세 만들것"

•   머니투데이: "연료비 변동, 전기요금에 반영해야..그래야 온실가스도 줄인다"

•   머니투데이: 다주택자의 '강남불패' 믿음…"죽어도 안 팔겠다는데요"

•   헤럴드경제: 중견건설사 신재생에너지 사업 키운다

•   파이낸셜뉴스(P1): 폭탄' 된 사모운용사 올해만 20곳 문열었다

•   파이낸셜뉴스: 알바 내보내고 버티던 나홀로 사장님 "가게 접고 취직할랍니다" [벼랑끝 자영업자]

•   파이낸셜뉴스: ‘1인당 150만원’ 고용안정지원금, 특고·자영업자 147만명 몰렸다

•   파이낸셜뉴스: 삼성·LG전자, CES 등 내년 해외행사 참석 고심

•   파이낸셜뉴스: 직장인 67%의 꿈이 현실로… 대기업도 '재택근무' 확산

•   디지털타임스(P1): 재탕에 실효성 논란 … "녹색 덧칠 회색뉴딜"

•   이데일리(P1): 버스·트럭 수소차 전환시 연료비 보전…현대차에 날개

•   이데일리: [단독]베트남, 韓기업인에 대규모 특별입국 승인..1500명 순차 입국

•   이데일리: 두산퓨얼셀·두산DMI, 두산 자구안에서 제외된 이유는

•   연합: 중부발전, 그린뉴딜 발맞춰 부유식 해상풍력 개발 나서

•   연합: 코로나·전력판매 가격 하락…남부발전 비상경영체제 돌입

•   뉴스1: 가스터빈·풍력'…구조 개편 시동거는 두산중공업

•   아주경제: [단독] 동현수 두산 부회장 “매각 잘 되고 있다”...구조조정에 자신감

•   아주경제: 4000억짜리 두산건설 사겠다는 대우산업 현금 자산 64억원

•   글로벌이코노믹: [글로벌 Biz-24] 한수원 '체코 원전' 수주 청신호...코로나19에도 체코정부 원전사업 입찰서 발급

•   더팩트: 친환경 에너지 기업 선언' 두산重, '그린뉴딜'로 웃을까

•   오마이뉴스: 노동계-정치권 "두산모트롤, 중국자본에 매각 우려"

•   팍스넷뉴스: 두산그룹 '자산 매각' 중간 성적표는

•   reNews: COVID-19: Fossil fuels dominate G20 recovery spend

•   FuelCellsWorks: The Liquefied Hydrogen Economy

•   OilPrice.com: Indonesia Aims To Boost Domestic Oil Production To 1 Million Barrels Per Day

•   MINING.com: ESG to play a greater part in post-covid mining – survey

•   CNET: GM drops plans for new fuel cell vehicle

•   전자신문(P1): 포스트 코로나 시대 원전산업 '안전과 해체' 투트랙으로

•   전자신문: [세계 원자력·방사선 엑스포] '원전 팀코리아' 미래기술 총집합…4차 산업혁명 기술 접목 눈길

•   전자신문: [부산국제원자력산업전]국산 원전 기자재와 해체 지원기술 총출동

•   전자신문: [부산국제원자력산업전]한국원자력연차대회 & 부대행사

•   전자신문: [부산국제원자력산업전]부산국제원자력산업전 개최 배경과 의미

•   ZDNet Korea: ARM 매각설에 반도체 업계 초긴장…생태계 붕괴 우려

•   디지털데일리: 반도체 신공정 경쟁 서막…‘앞서는’ 삼성 ‘뒤따르는’ TSMC

•   Inside EVs: BMW Announces €2 Billion Battery Supply Deal With Northvolt

•   Robotics & Automation News: Siemens designs robotic system for cosmetics manufacturing industry

•   Robotics & Automation News: Fetch Robotics and Piedmont to launch autonomous disinfecting robot

•   Nikkei Asian Review: Tokyo businesses impose curbs as coronavirus cases climb

•   Nikkei Asian Review: SoftBank pushes Arm to focus on chips ahead of possible IPO

•   Livemint: India records over 30,000 COVID-19 cases in a day for first time

•   Livemint: India, China hold talks on further disengagement along LAC

•   Livemint: India-US inch closer to seal the limited trade deal

•   Livemint: How India compares at 1 million cases

•   Folha de S.Paulo: Brazil Has 9 States with Growing Cases and 10 with Increased Covid-19 Deaths

•   Folha de S.Paulo: Bolsonaro's New Test Is Positive for Coronavirus, and President Must Maintain Isolation

•   Moscow Times: Russian Economy Won't Reach Pre-Coronavirus Level Until 2024

•   Jakarta Post: PLN to receive Rp 9.6t from state coffers to build power infrastructure

•   Jakarta Post: Indonesia seeks to renegotiate trade, investment deal with Japan

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

•   Jakarta Post: PGN to develop three domestic LNG hubs for power plant gasification plan

[Opinions]

•   Project Syndicate(Minxin Pei): China’s Deepening Geopolitical Hole

•   Project Syndicate(Naïm Abou-Jaoudé, Nick Robins): A Just Post-Pandemic Transition

•   FT(Editorial Board): Covid-19 threatens the fight against global poverty

•   FT(Martin Wolf): Covid-19 aggravates adverse underlying trends

•   FT(Philip Stephens): Huawei and the hard facts facing global Britain

•   FT(Gillian Tett): The US is having a bank-shaped recovery

•   FT(Martin Sandbu): The EU’s economic case against Apple and Ireland

•   FT(Yi Gang): The IMF should turn to special drawing rights in its Covid-19 response

•   FT(Jamil Anderlini): Behind the recovery, China’s economy is wobbling

•   FT(Brad Cornell): The ESG concept has been overhyped and oversold

•   FT(Lex): Mortgage lenders: LTV player

•   FT(Lex): UK insolvencies: a sterling job

•   FT(Lex): TSMC: chipper days

•   WP(David Ignatius): There’s no sign the U.S. is leaving the Middle East soon. And that’s a good thing.

•   WP(Paul Waldman): How Joe Biden is moving left while still being seen as a moderate

•   WP(Michael Gerson): Trump won in 2016 arguing we had nothing to lose. He proved that so wrong.

•   WP(Fareed Zakaria): Biden finds a better way to do ‘America First’

•   Bloomberg(Michael R. Bloomberg): Biden Shows He Gets It on Clean Energy

•   Bloomberg(Daniel Moss): Good News, China's Growing Again. Just Don't Ask How

•   Bloomberg(Conor Sen): The Fire-and-Ice Stock Market Can’t Last Forever

•   Bloomberg(Noah Smith): Biden’s Green Plans Put the Best Ideas of His Rivals to Work

•   Bloomberg(Brian Chappatta): Wall Street Sets High Stakes for Next Fiscal Stimulus

•   Bloomberg(Shuli Ren): Ray Dalio's Risk Parity Trade Is Alive and Well in China

•   Bloomberg(John Authers): It's Risky to Rely on the Economist's Vaccine

•   Bloomberg(Marcus Ashworth): ‘Don’t Fight the ECB’ Can Get One More Shout

•   Bloomberg(Therese Raphael): Rishi Sunak Is Having the Wrong Conversation on Tax

•   Bloomberg(Karl W. Smith): Start Building the Post-Pandemic Economy Now

•   Bloomberg(Eli Lake): America’s Campaign Against Huawei Is Finally Paying Off

•   Bloomberg(Tim Culpan): TSMC Shrugs off Huawei Ban and Shows Who's King

•   Bloomberg(Esfandyar Batmanghelidj): Any China-Iran Deal Will Be Mostly About Business

•   Bloomberg(James Greiff): Five Alternative Data Points to Watch in the Covid-19 Economy

•   Fox Business(Alfredo Ortiz): Biden's climate plan is a disaster for American workers