Business Intelligence Monitor 200724

(Introduction)

[Markets]

•   Global: Gold rallies on U.S.-China row, Apple news slams stocks

※   Potential probe of Apple hits red-hot tech-sector

※   Euro marches higher, dollar slides to almost two-year low

※   Markets eye escalating U.S.-China tensions

※   Gold extends gains to new 9-year peak

※   Macro 백업표

※   Industry 백업표

•   US: US real yields tumble in an indication of prolonged Fed support

•   한국: 코스피, 2,220선 하회 마감…코스닥, 800선 돌파

•   Metals: Copper rises as stockpiles dwindle and the dollar weakens

•   Grains: Soybeans edge up on China demand but tensions cap gains

[Indicators]

•   US Weekly Jobless claims: Rise in Weekly Unemployment Claims Points to Faltering Jobs Recovery

•   Eurozone Jul. Consumer sentiment index: Dip in eurozone consumer sentiment raises fears over recovery

•   UK Jun. Construction contracts: New figures offer hope to UK construction

•   한국 2분기 GDP: 코로나 충격' 2분기 성장률 -3.3%…외환위기후 22년래 최저

※   한국은행: 2020년 2/4분기 실질 국내총생산(속보)

※   매경: 56년만에 최악 수출쇼크…제조업·설비투자 연쇄 추락

※   매경: 1%P나 빗나갔는데…홍남기 또 "3분기 반등"

※   매경: 3분기 성장 변수는…코로나 확산·美中갈등

•   한국 주간 아파트 가격(감정원): 고삐풀린 집값 '7주 상승'

•   Indonesia Q2 FDI: Indonesia records FDI decrease in second consecutive quarter

•   South Africa Benchmark rates: South Africa’s Fifth Rate Cut May Signal Bottom of Cycle Near

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Cases Surpass Four Million

•   WSJ: Covid-19 Test Shortages Prompt Health Authorities to Narrow Access

•   WSJ: States Brace for Changes to $600-a-Week Unemployment Benefits

•   WSJ: Secretary of State Pompeo Urges Chinese People to Change Communist Party

•   WSJ: U.S. Braces for Chinese Diplomatic Retaliation as Ties Break Down

•   WSJ: Second Stimulus Payment Could Deliver Cash Even Faster

•   WSJ: Newsletter: Do Americans Need a Second Stimulus Check?

•   WSJ: Intel Posts Profit Surge But Warns of More Delays on Advanced Chips

•   WSJ: China Fortifies Hong Kong’s Role as Financial Powerhouse

•   WSJ: Tesla Prepares for Hiring Boom as Elon Musk Targets Manufacturing Expansion

•   WSJ: Chinese Tycoon Kicked Out of Communist Party, Faces Prosecution After Criticizing Xi

•   NYT: Coronavirus Hospitalizations in the US Near April Peak

•   NYT: A Hedge Fund Bailout Highlights How Regulators Ignored Big Risks

•   NYT: The Tax Cut That Trump Wants, but Few Others Do, Explained

•   WP: White House, GOP kill payroll tax cut but flounder on broader coronavirus bill

•   WP: Trump cancels Jacksonville part of Republican National Convention

•   WP: If a business is closed at this point in the crisis, odds are it’s shuttered for good, new Yelp data shows

•   FT: Michel Barnier warns ‘no progress’ made on key issues in Brexit talks

•   FT: Johnson turns to shadowboxing in tussle over EU deal

•   FT: Europe’s housing market shows signs of life

•   FT: Further steps lower for Italian yields

•   FT: Latest spending data shows pause in UK economic recovery

•   FT: Putting deadline on trade talks with US would be ‘dangerous’, says Truss

•   FT: China threatens to stop recognising UK’s Hong Kong passports

•   FT: Parties in European parliament threaten to reject coronavirus budget

•   FT: Coronavirus catalyses change in Japan’s offices

•   FT: Coal retains its grip on Japan’s energy mix

•   FT: Shinjiro Koizumi: rising star with a toxic dilemma

•   FT: Will Tokyo’s Olympics win gold for sustainability?

•   FT: Investors push for sound data on sustainability

•   FT: ESG rises up the agenda for Japanese business

•   FT: Japan bets on ammonia as the fuel of the future

•   FT: Hong Kongers eye UK property as they weigh escape routes

•   FT: Coronavirus vaccine deals expose lack of global co-ordination

•   FT: Bolivia delays presidential election again over pandemic

•   FT: Investors cheer euro’s prospects after ‘milestone’ EU deal

•   FT: US senators warn UK digital services tax could derail trade talks

•   Bloomberg: Pompeo Criticizes ‘Totalitarian’ China as Tensions Spike

•   Bloomberg: Xi’s Own Campaign to Stay in Power Pits China Against the World

•   Bloomberg: China Warns U.S. to Think ‘Carefully’ About Where Relations Are Heading

•   Bloomberg: Bubble Warnings Get Louder With Nasdaq Erasing Huge Monday Rally

•   Bloomberg: Fresh Virus Wave Worsens Hong Kong’s Already Disastrous Outlook

•   Bloomberg: 400,000 Jobs Lost at Airlines During Coronavirus Pandemic

•   Bloomberg: Shelton at Fed Won’t Be ‘Huge’ Issue, Ex-New York Fed Chief Says

•   Bloomberg: The ‘V’ Shape of Global Economic Recovery Stands for Vaccine

•   Bloomberg: U.K. Says Benefits of Post-Brexit Trade Deals Underestimated

•   Bloomberg: BOE’s Haskel Warns Reopening Too Early Won’t Help the Economy

•   Bloomberg: What Top Economists Take From the Covid-19 Crisis (Podcast)

•   Bloomberg: ECB’s Strategic Review Will Take a Deep Dive Into Fiscal Policy

•   Bloomberg: Fannie-Freddie Risk Bonds Threaten Big Losses for Fund Managers

•   Bloomberg: In the Future, Solar and Wind Will Be Everywhere You Look

•   Bloomberg: Freeport CEO Says Covid Has Changed the Way It Runs Forever

•   Bloomberg: Indonesia Companies Gripped by Virus Warn Earnings May Fall 75%

•   Bloomberg: China Solar Plant Explosion Repairs May Cause Global Price Hikes

•   Bloomberg: Future Copper Supply Imperiled by Project Freeze at Top Producer

•   Reuters: Italy approves new deficit hike to help coronavirus-hit economy

•   Reuters: V' good? How Britain's economic recovery is shaping up

•   CNN: The economy is in deep trouble again. Coronavirus is to blame

•   CNBC: Coronavirus stimulus: GOP unemployment plan would have 70% wage replacement

•   CNBC: Analysts are unsure of how far U.S., China will go in consulate fight

•   CNBC: WHO warns there's no going back to 'old normal' as coronavirus accelerates in three countries

•   CNBC: Market risks rising as US, China tensions escalate toward new cold war

•   CNBC: Stay-at-home trend is a ‘permanent shift,’ and one stock can keep winning out, traders say

•   CNBC: Here’s why economists don’t expect trillions of dollars in economic stimulus to create inflation

•   CNBC: Elon Musk-backed OpenAI starts rolling out GPT-3 text generator

•   CNBC: Coronavirus and oil: Energy majors to report second-quarter earnings

•   CNBC: Vietnam: Zero coronavirus deaths

•   MarketWatch: Here are 5 reasons why the pandemic hasn’t crashed the U.S. housing market

•   MarketWatch: Next coronavirus aid package may not become reality until second week of August, analysts say

•   SCMP: Mixed reactions to China’s plan for 2.5-day weekend to aid virus-hit economy

•   SCMP: Europeans bemoan ‘promise fatigue’ in faltering China-EU investment talks

•   SCMP: ‘Covid-19 cases could peak in 2 weeks with spread waning in good sign for city’

•   Global Times: Services trade boosts China’s economic upgrading

•   매경(P1): 이스타항공 `노딜쇼크`…LCC 연쇄파산

•   매경(P1): [단독] 서울시 또 재건축완화 주장 "여의도·압구정 등 진행하자"

•   매경: `중구난방` 공급대책에 날뛰는 집값…여의도·세종 2~3억씩 껑충

•   매경: 지방 광역시로 번지는 `전세대란`

•   매경: 집값 우려에 `재건축 카드` 채택 힘들듯

•   매경(P1): 민주노총 `노사정 합의안` 부결

•   매경: `사회적 대화` 먼저 제안했던 민주노총, 스스로 걷어찼다

•   매경: 두뇌 교체한 `갤럭시 Z플립 5G`…멀티태스킹 `UP`

•   매경: 15만명에 주식양도세 걷으려고…수백만명이 연말정산 2번 할판

•   매경: 車부품사 올들어 매출 25%↓…차산업협회 130개社 조사

•   매경: 코로나19 치료효과…순풍 탄 줄기세포업계

•   매경: 상법·공정거래법 개정안, 국회에서도 우려 목소리

•   매경: [MK라씨로] 그린뉴딜 수혜주 `두산重` 외국인이 상승 주도

•   매경: [빅데이터로 본 재테크] 와이팜 등 5G부품사 주목…160조 `한국판 뉴딜` 기대감

•   한경(P1): "기관 투자마저 투기 취급"…추미애 압박에 '아파트 통매입' 포기

•   한경: 정부, 30조 규모 민자사업 추진…고속도로·철도 등에 7.6조 추가

•   한경: 정세균 총리 "육사부지는 주택용지로 검토 안해"

•   한경: 삼성SDI "전고체 배터리 2027년 상용화"

•   서경(P1): 표적증세' 아니라며···부자에 15조 더 걷었다

•   서경: 공청회도 없이 소득세율 기습인상...누더기 세제에 커지는 조세저항

•   서경: "한국 국가채무 비율 국제기준 적용땐 106.5%"

•   서경: 경기침체·가격 후려치기에...알짜 자산 매각도 어려워

•   서경: ‘한국판 SPV’, 내일 저신용채 5,500억 첫 매입

•   서경: [시그널] 두산·IMM "대법, DICC 판결 서둘러 달라"...인프라코어, 매각 빨라지나

•   서경: 지분적립형 주택'까지...쏟아지는 반값 아파트 대책

•   서경: [시그널] 스카이레이크, 신규 펀드 결성 순항…두산솔루스 인수 속도 낸다

•   조선: 文대통령 "집값 원상회복" "공급 확대"… 市場은 그말 비웃었다

•   조선: 與의원들 "국민연금으로 임대사업" "다주택 처분않는 고위직 징역 5년"

•   중앙: “종부세·양도세 폭탄 맞느니…” 강남 아파트 하루 178건 증여

•   중앙: ‘W자 침체’ 온다는데 회사채↑ 주가↑

•   동아(P1): 김현미 “과잉유동성-저금리에 집값 잡기 한계”

•   동아: 文정부 집값 폭등 추궁에… 김현미 “前정권 부동산규제 완화 탓”

•   동아: “집값 11% 올랐다고?… 장난 말라” 야유 쏟아낸 野

•   동아: 靑비서실-국회 가고 사법기관 남고… 與,이전대상 검토도 끝냈다

•   동아: “전세계약 무기한 연장” “종부세율 8%대”… 부동산 법안 ‘묻지마 발의’ 혼선만 부추겨

•   문화: ‘反기업정책 개선’ 82차례 건의… 한 번도 수용안한 文정부

•   문화: 기업 氣 살리겠다면서 투자세액공제는 ‘찔끔’

•   문화: ‘다주택 처분 의무화’ 권고에 기재부로 공급대책 떠넘기기

•   문화: 韓기업들 ‘합종연횡’… 백신·치료제 임상 12건 진행 중

•   한국(P1): 이해찬 "행정수도 이전은 개헌 사항"... 김태년과 다른 기류

•   서울: 한국수력원자력, 체코 원전 수주에 ‘팀코리아’ 손잡았다

•   머니투데이(P1): 현대기아차 2Q 실적도 동반 급락..바닥 다졌다

•   머니투데이(P1): "서울 밖 집이라도 더 오르기 전에…" 불안한 사람들, 패닉 바잉

•   머니투데이: 美中 고래싸움에 LGU+ 속앓이

•   머니투데이: 바다, 바람, 사람이 공존하는 해상풍력시대 열린다

•   머니투데이: LG화학·SK이노 싸움에 포드가 72장짜리 호소문 쓴 이유

•   더벨: 두산인프라 매각...그룹 유일 스타트업 향방 '불투명'

•   아시아경제: ‘이재용 부회장 기소냐 불기소냐’… 한 달 째 檢의 딜레마

•   이데일리: "MB 실패한 해상풍력 성공하려면 3가지가 달라야 합니다"

•   연합: 창원시의회 "두산모트롤 매각 중단해야"…정치권에 건의

•   뉴시스: 원자력노조연대, 경주서 맥스터 건설 등 촉구

•   뉴스1: [단독]두산인프라, 회사채신속인수제 또 지원받는다…3900억 차환

•   뉴스투데이: [뉴투분석] 박정원이 그린 두산중공업 ‘큰 그림’ 시동 걸리나

•   더구루: 두산重 보일러 장착' 인도 라라 석탄화력발전소 완전 가동

•   reNews: Green hydrogen can 'improve business case for wind'

•   reNews: Renewables ‘beat fossil fuels’ in H1 2020

•   FuelCellsWorks: Scientists Develop New Material for Longer-Lasting Fuel Cells

•   For Construction Pros: Caterpillar Reaches Production Milestone of 175,000 Medium High Drive Dozers

•   Industrial Vehicle Technology: Doosan Bobcat: One CEO’s response to the pandemic

•   CNET: Samsung's next phones will come with scratch-resistant Gorilla Glass Victus

•   전자신문(P1): SK하이닉스, 2분기 영업익 1조9467억 '기염'..."하반기·내년 시황도 호조"

•   전자신문(P1): LGD, 中 광저우 공장 양산…'대형 OLED 리더십' 굳힌다

•   전자신문: 이달 전력 공급예비율 작년보다 13.7%P 높아…코로나19 장기화에 수요 부진 여전

•   전자신문: 성윤모 산업부 장관 "월성 1호기 조기폐쇄 감사, 종합적으로 판단해야"

•   Robotics & Automation News: What does the term ‘productivity’ actually mean in economics?

•   로봇신문: 산업부, '로봇활용 전략 네트워크' 출범

•   Dronelife: Ride Hail a Drone? Uber Elevate Moves Forward with Hidden Level Collaboration

•   Nikkei Asian Review: Japan wins deal for nearly $2bn LNG power plant in Myanmar

•   Japan Times: BOJ taps big data for tips on guiding economy through pandemic pain

•   Hindustan Times: No free lunches: Raghuram Rajan says monetisation by RBI has a cost and cannot be everlasting

•   Folha de S.Paulo: Brazil Registers Record Daily Cases of Covid-19, More than 65 Thousand

•   Moscow Times: Melting Arctic Permafrost Threatens Russian Energy Firms’ Bottom Line – Morgan Stanley

•   Jakarta Post: Government mulls new social assistance for cash-strapped small businesses

•   Viet Nam News: Viêt Nam to take opportunities from green energy

[Opinions]

•   Project Syndicate(Anne O. Krueger): The Open Secret to Reopening the Economy

•   Project Syndicate(Anne-Marie Slaughter, Wardah Khalid): Trump vs. His Uighur Policy

•   FT(Editorial Board): EU sovereign bonds can reshape the bloc’s future

•   FT(Philip Stephens): The path from Covid-19 to a new social contract

•   FT(Gillian Tett): What soaring auction prices say about the Covid-19 economy

•   FT(Edward Luce): Donald Trump’s little green men

•   FT(Martin Sandbu): The post-Covid future of cities is in our hands

•   FT(Chris Giles): UK financiers’ flawed call for grants not loans

•   FT(Frederick Studemann): Learning from the Germans

•   FT(Lex): Tesla: next level

•   WSJ(Karl Rove): Joe Biden’s Lazy New Ideas

•   WSJ(Adam O’Neal): A Growth Agenda for Italy Requires Giving Bureaucrats the Boot

•   WSJ(Jonathan Welburn, Aaron Strong): Too Interconnected to Fail

•   NYT(Paul Krugman): Why Can’t Trump’s America Be Like Italy?

•   NYT(Thomas J. Donohue): Why the U.S. Chamber of Commerce Is Suing the Trump Administration

•   WP(Editorial Board): Trump’s China policy has no strategy — except to boost his reelection campaign

•   WP(Paul Waldman): Republicans squabble over whether to let the economy burn

•   Bloomberg(Daniel Moss): This Recession Is Reason to Cheer Amid the Carnage

•   Bloomberg(Conor Sen, Noah Smith): Debating How Much a Biden Presidency Breaks From Trump

•   Bloomberg(Noah Smith): We’re All in Big Trouble Without Renewed Jobless Benefits

•   Bloomberg(Tim Duy): The Fed May Not Recognize Inflation Until It's Too Late

•   Bloomberg(Andy Mukherjee): HSBC and Hong Kong’s Dollar Peg Face a Reckoning

•   Bloomberg(John Authers): Think Real Yields Can't Go Lower? Think Again

•   Bloomberg(Marcus Ashworth): Bank of England Ponders a Monumental Gamble

•   Bloomberg(Chris Bryant): Tesla's $200 Billion Question Remains Unanswered

•   Bloomberg(Clara Ferreira Marques): Silver's Overlooked Rally May Put Gold in the Shade

•   Bloomberg(Bobby Ghosh): Kuwait’s Anxieties Over Succession Add to Economy Woes

•   Bloomberg(Alex Webb, Tae Kim): SoftBank May Not Want Nvidia to Bite Off Its Arm

•   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

•   MarketWatch(David Koenig): How will the robots see you through the pandemic?

•   MarketWatch(Ameya Pawar): ‘Fed Accounts’ for all — with automatic and recurring payments triggered by economic crises

•   Fox Business(Justin Haskins): Joe Biden's disturbing connection to the socialist 'Great Reset' movement

•   Global Times(Editorial Board): Why has the US abruptly turned against China?

•   논객닷컴(권오용): 두산의 패미리 구조조정