Business Intelligence Monitor 200723

(Introduction)

[Markets]

•   Global: Shares wobble on fear of worsening U.S.-China ties; gold surges

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 약보합 마감…2,230선 근접 유지

•   Metals: Copper slides on profit-taking, focus on demand outside China

•   Grains: Soybeans gain ground on Chinese buying

[Indicators]

•   US Jun. Existing home sales: U.S. Existing-Home Sales Rose 20.7% in June

•   US Weekly Mortgage rates·applications: Weekly mortgage demand from homebuyers jumps higher, up 19% annually

•   한국 6월 거주자 외화예금: `달러`에 몰려든 개미들

•   Japan Jun. Supermarket sales: Japan supermarket sales rise 3.4% in June

•   Japan Jul. PMI: Japan's July factory activity extends declines into third quarter as demand sags: PMI

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Death Toll Passes 142,000

•   WSJ: China’s Xi Jinping Pledges Stronger Domestic Market, Global Ties as Strife With West Brews

•   WSJ: Pfizer, BioNTech Get Covid-19 Vaccine Order From U.S.

•   WSJ: Small Businesses Brace for Prolonged Crisis, Short on Cash and Customers

•   WSJ: Will Americans Get a Second Stimulus Check Due to Covid-19?

•   WSJ: Covid-19 Measures Have All but Wiped Out the Flu in the Southern Hemisphere

•   WSJ: How Joe Biden Cut Into President Trump’s Campaign Cash Advantage

•   WSJ: Europe Could Soon Have Fiscal Firepower of the U.S.

•   WSJ: Fed Deliberates How and When to Roll Out More Economic Support

•   WSJ: Newsletter: ‘Worse Before it Gets Better’

•   WSJ: Microsoft Revenue Surges Though Cloud Growth Slows

•   WSJ: Tesla Posts Fourth Straight Quarterly Profit, Defying Pandemic Shutdown

•   NYT: As Trump Pushes Into Portland, His Campaign Ads Turn Darker

•   NYT: Can You Get Covid Again? It’s Very Unlikely, Experts Say

•   NYT: In Electric Car Market, It’s Tesla and a Jumbled Field of Also-Rans

•   NYT: Froth Returns to China’s Stock Market, Echoing the 2015 Crisis

•   WP: Senate GOP struggles to finalize $1 trillion coronavirus bill

•   WP: Biden says Trump is America’s first ‘racist’ president

•   WP: Biden and Obama troll Trump in video that marks a new pandemic campaign tactic

•   WP: China vows to retaliate after U.S. orders closure of its consulate in Houston

•   FT: Trump orders ‘surge’ of federal agents into US cities

•   FT: EU pandemic recovery package stokes rule-of-law dispute

•   FT: Despite historic EU deal, deep rifts remain

•   FT: Russia races for vaccine as Covid-19 nonchalance spreads

•   FT: Senior US senator pushes for new tools to rein in China

•   FT: California passes NY as US state with most Covid-19 cases

•   FT: Mexico moves to overhaul frail pensions system

•   FT: A US dollar slipping below the surface

•   FT: Brussels to warn time is running out for Brexit deal

•   FT: Coronavirus ends recent stability in household incomes, says ONS

•   FT: US pivot to forced labour sanctions has implications for western companies

•   FT: UK abandons hope of US trade deal by end of year

•   FT: Test, test, test — but what can America do about the delays?

•   FT: Investors hail Brussels as a new force in bond markets

•   FT: EU plans flurry of rule changes to boost market recovery

•   FT: Rogue tycoon shareholders spur China financial sector clean-up

•   FT: Rise of the US mega-caps creates shaky ‘top-heavy’ market

•   FT: Former Wirecard CEO rearrested and accused of long-running fraud

•   FT: The last frontier: oil industry scales back exploration

•   FT: UK should copy California’s electric vehicle strategy, report says

•   Bloomberg: Pompeo Tells U.K. MPs China ‘Bought’ WHO Chief Tedros

•   Bloomberg: SoftBank’s Chip Company Arm Said to Attract Nvidia Interest

•   Bloomberg: Pandemic Crisis Sparks a Reshuffle of Asia’s Top Stocks

•   Bloomberg: Workers Could Wait a Month for Payroll Tax Cut, If They Even Qualify

•   Bloomberg: U.S. Jobs Picture Worsens With Census Survey Showing July Drop

•   Bloomberg: Small-Business Loans Saved as Many as 3.2 Million U.S. Jobs

•   Bloomberg: South African Excess Deaths Surge to 59% as Virus Spreads

•   Bloomberg: Next Rate Move for Turkey May Be Up But It’s Set to Hold for Now

•   Bloomberg: Delayed Olympics Leaves Hotels Deserted and the Economy in Limbo

•   Bloomberg: Soft-Spoken Shelton Stirs Alarm Over Views as She Nears Fed Seat

•   Bloomberg: House Presses Trump to Sanction Turkey Over Russian Missiles

•   Bloomberg: Lagarde Says Allocation of EU Stimulus ‘Could Have Been Better’

•   Bloomberg: China Vows to Support Job Creation After Virus Battered Economy

•   Bloomberg: Russia’s Economy Faces the Risk of a Muted Virus Recovery

•   Bloomberg: Radical Remake of Post-Virus Economic Order Is on Turkish Agenda

•   Bloomberg: Daimler’s Boosted Cost-Cutting Target Puts 20,000 Jobs at Risk

•   Bloomberg: EU’s Rescue Gives Italy a Fillip Even If Money Takes Longer

•   Bloomberg: U.K. to Support Nokia and Ericsson in Huawei Phase-Out Plan

•   Bloomberg: Emerging-Market Rate Cuts Are Plumbing the Depths: Chart

•   Reuters: Dam collapse in China could point to a 'black swan' disaster

•   Reuters: Exclusive: French limits on Huawei 5G equipment amount to de facto ban by 2028

•   Reuters: China central bank to pause easing as economy recovers, wary of over-stimulus: sources

•   Reuters: Green energy ratchets up power during coronavirus pandemic

•   Reuters: EU makes world's biggest 'green recovery' pledge - but will it hit the mark?

•   Reuters: Saudi Arabia to widen privatisation scope, finance minister says

•   Reuters: Argentina's $65 billion debt deal inches closer despite standoff

•   Reuters: Coronavirus cases surge among factory workers in post-lockdown India

•   CNBC: Analysts warn of ‘double edged sword’ in China market rally as investors indulge in frenzied, risky trading

•   CNBC: Pandemic’s economic hit will be here ‘for a long time’ even if a vaccine is approved, economist says

•   CNBC: China markets rally: Analysts warn of margin trading among retail investors

•   CNBC: Bill Ackman: 'Long-term bullish on America' but betting against high-yield companies

•   CNBC: Markets should prepare for a ‘downside correction’ in the fall, technical analyst says

•   CNBC: Tesla will build its next Gigafactory near Austin, Texas

•   CNBC: US coronavirus masks position is 'surreal' to the rest of the world

•   CNBC: Brazil turned the coronavirus into a political football, with devastating results

•   CNBC: Germany's coronavirus response: masterful science communication

•   MarketWatch: The ‘cobra effect’ will have a ‘disastrous and unimaginable’ impact on the market, Wall Street vet warns

•   MarketWatch: Thousands in Silicon Valley in danger of eviction as end of California moratorium nears

•   SCMP: How Beijing’s ‘red lines’ over Taiwan could lead to war with US

•   SCMP: Are China-US relations drifting closer towards war?

•   Global Times: Huawei to top world’s 5G smartphone output in 2020: report

•   매경(P1): 부자증세…소득세 최고세율 45%로 올린다

※   기재부: 2020년 세법개정안 발표 | 보도·참고자료 | 기획재정부

•   매경: 한국 소득세 최고세율 `북유럽 3국` 마저 넘어섰다

•   매경: 내년 10월부터 비트코인도 과세

•   매경: 소득세·종부세·주식양도세…결국 부자 `핀셋증세`

•   매경: 양도세 부과때 주식·펀드 합산…거래세 인하 1년 앞당겨

•   매경: 하반기부터 투자세액공제 모든산업으로 확대

•   매경(P1): [단독] 부동산 규제의 허점…외국인 매매 사상최대

•   매경: 내국인 묶인 사이…대출규제 상관없는 외국인들, 강남아파트 쇼핑

•   매경: 집 안팔면 형사처벌한다고?…與, 막가는 `다주택 공직자` 압박

•   매경: 韓銀 "재정 악화에 돈 찍자" 의견도

※   한국은행: 코로나19 관련 거시경제 주요 이슈에 대한 논의 및 시사점

•   매경: `저금리 함정`에 빠진 은행…돈 몰려도 수익은 악화

•   매경: 외국인, 삼성전자 사고 SK하이닉스 판 까닭

•   한경(P1): "지금 안 사면 영원히 못 산다" 공포…혼돈의 부동산 시장

•   한경: 日 '마스크 대란' 해결한 1등 공신은 한국계 '유턴 기업'

•   한경: 韓기업은 해외생산 늘어…"규제투성이에 인건비·법인세 높은 탓"

•   한경: 특별법만으로 '천도' 가능할까?…법조계 "쉽지 않다"

•   한경: 소득세법 개정 이후 취득 분양권부터 주택으로 간주

•   한경: 한은 "한국판 양적완화 이달 종료"

•   한경: 韓, 2045년 日추월 '고령화 세계 1위'

•   한경: 폰카'로 활짝 웃은 LG이노텍

•   한경: SK-LG 배터리 소송에 가세한 포드-GM

•   한경: 두산모트롤BG '분리매각 딜레마'

•   서경: 수도권 편중 더 심화···전체 산출액 47%·소비 51% 차지

※   한국은행: 2015년 지역산업연관표 작성 결과

•   서경: 에너지硏, 수소생산성 2배 높인 니켈 나노촉매 1~2년내 상용화

•   서경: [시그널] 3억 모집에 25억 달러 몰려...글로벌 금융시장 韓 회사채 러브콜

•   서경: [시그널] 두산인프라코어 매각, SPC설립 카드 주목

•   조선(P1): "수도이전" 사흘만에, 세종집값 1억 급등

•   조선: 美국방 '주한미군 철수' 여지는 남겼다

•   조선비즈: "달리는 말에 올라타자"...韓 바이오, 코로나19 백신⋅치료제 공급망 합류

•   조선비즈: ‘눈물의 여름’나는 항공업계 “9월 고용지원금 끊겨 구조조정 본격화”

•   동아(P1): 與 고위전략회의, 행정수도 액션플랜 논의

•   동아: 한경연 “한국 생산가능인구 40년후엔 반토막”

•   문화: 노동유연성 높아지면… 법인세 1%P 줄때 고용 0.16%P 늘어

•   문화: 사법리스크에…삼성, 반도체 M&A 전쟁서 뒤처지나

•   문화: 신고리 5·6호기 ‘年고용 39만명’ > 그린뉴딜은 ‘年 13만명’

•   국민(P1): “감염 거의 없어”… 내일부터 교회 소모임 금지 풀린다

•   머니투데이(P1): 국내 최대 '태양광숲'으로, 한우목장의 변신

•   머니투데이: 태양광도 中 '치킨게임'…韓 고효율 솔루션 승부수

•   머니투데이: 구글도 애플도…'그린뉴딜' 볕 드는 태양광발전

•   머니투데이: 전기차 배터리 3인방 실적, 이제부터가 찐이야~

•   머니투데이: 내년 반도체 장비투자 역대 최대 전망…기대감 '업'

•   헤럴드경제(P1): “3만가구 친환경 계획도시…용산정비창 부지 활용을”

•   헤럴드경제: ‘한국형 원전’ 극찬 만수르 동생…‘협력 사절단’ 파견 타진

•   헤럴드경제: 코로나 백신 ‘한 발 늦은’ 국내 제약사, 치료제로 승부건다

•   파이낸셜뉴스: 文정부 3년 내내 주택거래량 목표치 미달

•   아시아경제(P1): "재건축만 계획대로 진행돼도…" 연내 태릉 골프장 6배 공급된다

•   아시아경제(P1): 현대차 노사의 '뉴딜 실험'…원키트 시스템 도입 속도

•   이데일리(P1): 코로나19로 청년 취업눈 더 높고 좁아졌다..미취업자 166만명 달해

•   이데일리(P1): [사상최대 빚투]"주가 더 간다" 확신 찬 개미…돈 빌려 투자

•   이데일리: [사상최대 빚투]고점 논란에도 늘어…뉴노멀인가 모래성인가

•   이데일리: [사상최대 빚투]증권사 한도도 찼다…증거금율 인상

•   이데일리: [사상최대 빚투]빚내 실탄 마련한 개미…바이오 베팅

•   이데일리: 그린뉴딜 띄웠지만 ESS 산업은 찬밥신세..업계 “고사할 판"

•   이데일리: 온실가스 감축 빠진 '그린뉴딜'…조명래 "경제·사회 체질개선 시작점"

•   연합: 월성원전 맥스터 증설여부 24일 결론…의견수렴결과 경주서 발표

•   이투데이: 시노펙스, 두산重과 친환경수처리 기술 업그레이드 계약

•   CEO스코어데일리: 국민연금 지분율 5% 미만으로 떨어진 곳은?

•   Power Engineering: EIA formula: Gas-fired plants convert nearly half of fuel to power, while coal, nuclear and renewables rates lower

•   reNews: Offshore wind 'critical' to UK Covid-19 recovery

•   reNews: Global offshore pipeline grows by 30%

•   KHL: Covid-19 impacts Latin American rental

•   Equipment Journal: Komatsu debuts hydraulic rock breakers range - Equipment Journal

•   CNET: Not just Huawei: A guide to China's biggest and best smartphone makers

•   MIT News: Covid-19 shutdown led to increased solar power output

•   디지털데일리: 코로나19 '직격탄' 맞은 미국 스마트폰 시장…삼성전자 '선방'

•   Phone Arena: Apple's iPhone 12 release will relegate Samsung to third place in the 5G smartphone market

•   Phone Arena: These new Samsung Galaxy Z Fold 2 5G features make it the best foldable phone

•   Robotics & Automation News: The EV market continues to grow at an electrifying rate

•   로봇신문: 6월 중국 산업 로봇 생산량 지난해比 30%↑

•   Nikkei Asian Review: Japan's domestic travel campaign gets off to rocky start

•   Nikkei Asian Review: Japan's economic expansion ended in 2018 in setback for Abenomics

•   Nikkei Asian Review: Dam built by robots? Japan's Obayashi tests it out

•   Mainichi: Japan economy shows signs of 'picking up' from virus slump: gov't

•   Livemint: PM Modi invites US firms to invest in India

•   Livemint: Pandemic to bite deeply, GDP to shrink by 6% in FY21: Report

•   Business Standard: As Covid-19 reaches hinterland, is India's rural growth story getting over?

•   Folha de S.Paulo: Brazil Records 1,346 Deaths and Passes 81 thousand Deaths

•   Jakarta Post: Governor Ganjar leads poll on potential candidates for 2024 race, surpassing Prabowo - Politics - The Jakarta Post

•   Viet Nam News: GDP forecast to grow 3.8 per cent this year

•   Viet Nam News: More than 49 per cent of manufacturing firms optimistic about Q3

[Opinions]

•   Project Syndicate(Stephen S. Roach): From American to European Exceptionalism

•   Project Syndicate(Philippe Legrain): Europe Rescues Itself

•   Project Syndicate(Kishore Mahbubani): East Asia’s New Edge

•   Project Syndicate(Econ Films): Is It Time to Decentralize Power?

•   FT(Editorial Board): The urgent need for a new US relief package

•   FT(Editorial Board): EU banks should heed lessons of 2008 crisis

•   FT(Janan Ganesh): The deceptive radicalism of Joe Biden

•   FT(Martin Sandbu): EU crosses the Rubicon with its emergency recovery fund

•   FT(John Redwood): Investing on a greener theme

•   FT(Gerald Kepes, Fareed Mohamedi): Big Oil can play big role in frontier markets’ energy transition

•   FT(Jemima Kelly): Brexit Britain is more welcoming than feared

•   FT(Victor Fleischer, Jonathan Blake): Should we end the tax deductibility of business interest payments?

•   FT(Sarah Sackman): Boris Johnson must ‘build build build’ cities less welcoming to disease

•   FT(Russell Napier): A new age of financial repression may soon be upon us

•   FT(James Kynge): Closure of China’s Houston consulate raises spectre of new cold war

•   FT(Lex): China bonds: offshore energy

•   WSJ(Walter Russell Mead): The West Reckons With Beijing’s Neocommunism

•   WSJ(Ted Rall): Coronavirus May Give Trump an Edge

•   NYT(Thomas L. Friedman): Trump’s Wag-the-Dog War

•   NYT(Thomas B. Edsall): ‘The Whole of Liberal Democracy Is in Grave Danger at This Moment’

•   NYT(Talmon Joseph Smith): If Congress Cuts Jobless Benefits, ‘It Would Be a Disaster’

•   NYT(Steven Rattner): God Help Us if Judy Shelton Joins the Fed

•   WP(Editorial Board): Trump threatens a new troop withdrawal. It would endanger yet another U.S. relationship.

•   WP(Editorial Board): Republicans are out of time. Congress must approve more coronavirus spending now.

•   WP(Henry Olsen): The Democrats’ new platform shows a party moving left. That could be a problem for Biden.

•   Bloomberg(Mohamed A. El-Erian): These Four Elements Map Out Sound Fiscal Policy

•   Bloomberg(Tyler Cowen): The U.K.’s Response to Covid-19 Has Been World-Class

•   Bloomberg(Noah Smith): The U.S. Is on the Verge of Lockdown 2.0

•   Bloomberg(Brian Chappatta): Bond Traders Aim to Separate Distress from Doom

•   Bloomberg(Shuli Ren): White Knights Live in Fairy Tales, Not in China

•   Bloomberg(John Authers): Cold War Is Here, and Chinese Stocks Don't Care

•   Bloomberg(Marcus Ashworth, Mark Gilbert): European Rescue Fund Creates a New Big Beast in Bond Market

•   Bloomberg(Andreas Kluth): As the EU Evolves, It’s Jerks Against Creeps

•   Bloomberg(Max Nisen): A $2 Billion Bet on Pfizer’s Covid Vaccine Is Worth It

•   CNBC(Ben Cardin, Chris Coons): Let’s double down on PPP and save America’s endangered small businesses

•   CNN(Patrick Gaspard): In Venezuela, US sanctions are only hurting

•   CNN(David A. Andelman): Trump could learn from Europe's leaders, who've begun charting a recovery from Covid-19

•   MarketWatch(Keith Jurow): The feared jumbo mortgage debacle is here — thanks to the coronavirus — and ready to pound the housing market

•   MarketWatch(Robert Pozen): Lower the $600 a week unemployment bonus — and give bigger tax credits to businesses — so people get back to work

•   문화(설대우): 넘어야 할 산 많은 코로나19 백신 개발