Business Intelligence Monitor 200728

(Introduction)

[Markets]

•   Global: Gold hits record, equities edge higher on stimulus hopes

•   한국: 코스피, 외국인·기관 매수에 상승 마감…2,210 상회

•   한국: ‘그린뉴딜’ 날개 단 두산그룹, 수혜 기대감에 주가도 ‘훨훨’ - 아시아투데이

•   Turkey: Turkish lira drops towards record low against euro

•   Taiwan: TSMC shares jump nearly 10% as Intel faces next-generation chip delays

•   Metals: London copper rises on U.S. stimulus hopes

•   Grains: Soybeans firm on more sales to China, gains limited on good U.S. weather

[Indicators]

•   US Jun. Durable goods orders: U.S. Orders for Long-Lasting Goods Gained in June

•   Germany Jul. Ifo business climate Index: Germany’s service sector drives rebound in business confidence

•   China Jun. Industrial profits: China's industrial profit growth quickens, signals firming economic recovery

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Violence Erupts Around Protests Across U.S.

•   WSJ: Two Republican Senators Will Oppose Shelton’s Fed Candidacy

•   WSJ: Fed Outlook Turns Gloomier as Coronavirus Spreads

•   WSJ: Biden Tax Plan Targets Profitable Companies Paying Almost Nothing

•   WSJ: Newsletter: Fiscal Cliff

•   WSJ: Samsung Primed for 5G Foray as U.S., China Brawl Over Huawei

•   WSJ: Google to Keep Employees Home Until Summer 2021 Amid Coronavirus Pandemic

•   NYT: We’ll Be Wearing Masks for a While. Why Not Make Them Nice?

•   WP: Which party will lose the political fight if Congress lets unemployment benefits expire?

•   WP: How Do People Catch Covid-19? Here’s What Experts Say

•   FT: Pandemic crisis: Global economic recovery tracker

•   FT: US sunbelt coronavirus surge shows early signs of easing

•   FT: Trump’s national security adviser tests positive for Covid-19

•   FT: South Africa secures $4.3bn IMF loan

•   FT: Linking real yields, the dollar and gold

•   FT: Johnson warns UK business to prepare for second wave

•   FT: London households cut spending the most during lockdown

•   FT: UK weighs online sales tax to prop up high street

•   FT: Brexit Britain caught in a transatlantic vice

•   FT: Infection surges force countries to curb European travel

•   FT: Telecoms networks look to fix Huawei problem with open source software

•   FT: UN says ‘huge risk’ of regional war in conflict-riven Libya

•   FT: The hard Brexit choices that could yet deliver a deal

•   FT: Modi stumbles: India’s deepening coronavirus crisis

•   FT: A plague on all your houses? Pandemic politics in Latin America

•   FT: US urged to exploit cracks in Russia-China relationship

•   FT: Swedish companies reap benefits of country’s Covid-19 approach

•   FT: Coronavirus turns the City into a ghost town

•   FT: Stimulus stalemate threatens to leave Americans in the lurch

•   FT: Tesla’s market ride reflects larger forces at work

•   FT: Small businesses cut jobs as furlough scheme winds down

•   Bloomberg: GOP Rolls Out $1 Trillion Stimulus to Start Talks With Democrats

•   Bloomberg: Mnuchin, Meadows Draw GOP Lawmakers’ Ire in Virus-Relief Talks

•   Bloomberg: Pfizer, BioNTech Start Late-Stage Study of Lead Covid Shot

•   Bloomberg: Bankers Leaving Hong Kong Face Grim Job Markets and Higher Taxes

•   Bloomberg: China Reports Biggest Virus Spike Since End of Wuhan Outbreak

•   Bloomberg: Trump Back to Criticizing Governors for Re-Opening Too Slowly

•   Bloomberg: Pimco Sees Defaults Rising in Asia as Stimulus Is Wound Back

•   Bloomberg: ECB Explains What Amplified the Great Trade Collapse of 2020

•   Bloomberg: China Is Buying American But Not Enough to Hit Trade Deal Target

•   Bloomberg: India’s Coronavirus Epidemic Is Now the World’s Fastest Growing

•   Bloomberg: US Unemployment Benefits: Thousands Never Got Extra $600 Checks

•   Bloomberg: Intel Ousts Top Engineer After Chipmaker’s Production Delays

•   Bloomberg: Indonesia’s Direct Financing Is Test Case for Emerging Markets

•   Bloomberg: U.K. Grid Planning for 30 Million Electric Cars by 2040

•   Bloomberg: Office Vacancies in China’s Cities Soar Even as Economy Reopens

•   Reuters: China says U.S. consulate in Chengdu closed as of Monday morning

•   Reuters: Travel bans cannot be indefinite, countries must fight virus at home: WHO

•   Reuters: Indonesia's coronavirus cases top 100,000 as economy opens up

•   Reuters: Russia reports lowest number of new coronavirus cases since late April

•   Reuters: Factbox: The foreign policy issues that divide Trump and Biden

•   Reuters: Exclusive: Vaccine alliance eyes range of prices for COVID shots, says $40 would be maximum

•   CNN: The economy could fall off a fiscal cliff

•   CNN: It's a 'ridiculous fantasy' to think America's economy will snap back to normal

•   CNBC: European stocks could rally 10%, Morgan Stanley says

•   CNBC: U.S. reduces diplomatic staff in China after Chengdu closure

•   CNBC: This economist sold half his gold position despite record surge: Here's why

•   CNBC: Dollar move signals new era of weakness for currency, as gold gains

•   CNBC: A Trump second term could give China an advantage, analyst says

•   CNBC: China alienates its Washington allies as its relationship with the U.S. worsens, analysts say

•   CNBC: Dr. Anthony Fauci isn’t ‘particularly concerned’ about the safety of Moderna coronavirus vaccine

•   Fox Business: Second stimulus check details revealed: Who is eligibl

•   Fox Business: Economist Peter Morici on coronavirus phase 4 stimulus: 'The unemployment benefits are essential'

•   SCMP: Huawei and Hong Kong cast shadows over Britain’s trade future with China

•   SCMP: What will it take for China’s inward-looking economic strategy to work?

•   SCMP: At heart of US allegations that yuan is undervalued, there’s a twist

•   Global Times: China-Myanmar ties strengthen under BRI

•   Global Times: Huawei’s 5G technology to help power Gulf economies

•   매경(P1): [단독] 상암DMC에 5000가구 공급 추진

•   매경: 곧 국회처리 한다는데…`시행시점·소급적용` 깜깜한 임대차법

•   매경: 전셋집 구하는 신혼부부의 눈물…"같은 단지인데 2억 더 내야"

•   매경: 서울 4대문안 `슈퍼 용적률` 적용…역세권 초고밀개발

•   매경: 7·10대책 이전 계약한 집, 기존 취득세율 적용

•   매경(P1): 휴가철 국내여행 폭발…교통편 동났다

•   매경: 지역민 80% 넘는 찬성에도…환경단체, 월성원전 또 `딴지`

•   매경: 美中외교라인 지식포럼 온다…新냉전시대 한국 살길 모색

•   매경: `구글탄생 아버지` 헤네시, 코로나시대 디지털 미래 밝힌다

•   한경(P1): M세대 놀이터' 틱톡, 일상 파고들자…美 "中 스파이앱 지워라"

•   한경(P1): "공급 늘리고 규제 풀어 집값 잡았다"…MB 부동산 정책 재조명

•   한경: 문재인 정부 아파트 분양 물량, 前 정부보다 24% 줄어

•   한경: 중장기 조세정책 5년 단위로 짠다

•   한경: 한전의 해외 석탄화력발전 잇단 '태클'

•   서경(P1): 풀어도 풀어도 돈이 안 돈다

•   서경: 헬리콥터로 돈 뿌렸더니 부동산·주식 거품만··· '유동성 함정' 우려

•   서경: 규제완화·노동개혁 통해 투자활성화 꾀해야

•   서경: 기업들 올해 31조 부족한데...SPV 자금공급 마중물 될까

•   서경(P1): 외국 자본' 겨누는 부동산 규제 칼날

•   서경: 바이든, 주한미군 유지에 방점 두지만...북핵은 지지부진 할듯

•   서경: 외국기업 배 불리는 산업정책

•   서경: "신재생에너지 설치, 부유층에 더 유리할 수 있다"

※   에너지경제연구원: 에너지총조사 가정부문 자료를 활용한 신재생에너지 설비 설치 요인과 에너지 소비 특성 분석

•   서경: K배터리' 위협하는 中·유럽···테슬라도 자체 생산 만지작

•   조선(P1): 文 "한국 경제, 기적같은 선방"

•   조선: 용적률 100%p 올리면 3만가구 늘어… 다른 규제 많아 실효성 의문

•   조선: 집 있는 가구 4.5%가 종부세 낸다

•   조선비즈: 두산그룹 다급해도 美밥캣은 안판다는데... 왜?

•   조선비즈: 그린뉴딜 보고 MB정부 '녹색금융 악몽' 떠오른 금융권

•   조선비즈: 인텔·TSMC에 치이는 삼성 반도체… 하반기 더 밀리나

•   조선비즈: SMIC, 겉은 웃지만 속은… 미·중 무역분쟁 '암초' 어쩌나

•   중앙: 세계 1위 파운드리 TSMC가 풍력 전기 쇼핑 나선 이유는

•   동아(P1): 코로나속 점유율 2배로 ‘K배터리 파워’

•   동아: ‘기술력-생산라인-협업’ 3박자 갖춰… K배터리, 中-日 제쳤다

•   동아: 한은 “북한, 1970년대부터 年 2%대 저성장”

•   문화(P1): “월성1호기 폐쇄 부당”… 감사원, 잠정결론낸 듯

•   문화: ‘월성1호기 경제성 있었다’ 발표땐 文정부 탈원전 치명상

•   문화: 감사기간 연장·팀교체… 시한 7개월 넘기며 ‘표류’

•   문화: 에교협 “월성1호기 조기폐쇄 결정근거 제시하라”

•   문화: 6월 제조업평균가동률 ‘역대 최악 찍을까’ 관심

•   문화: 韓, 성장률 · 증시 모두 대만에 밀렸다

•   서울(P1): 다 풀자니 강남 폭등 걱정, 일부 풀자니 효과 없을까 걱정… 서울 ‘35층 룰 딜레마’

•   한겨레(P1): 전문가들이 제안하는 ‘행정수도 이전’ 성공의 조건

•   경향(P1): 포스트 코로나19 대전환 시대 길을 묻다 [경향포럼]

•   머니투데이(P1): 들불처럼 번진 조세저항 "1주택자·임대사업자 애먼 피해"

•   머니투데이(P1): [단독]균형발전위, 장관급 행정위원회로 격상…"9월 중 입법"

•   머니투데이: 코스피 3000포인트 가면 부동산 투자 안한다

•   머니투데이: 인텔, 실패 연속 '7나노 CPU'…삼성전자와 손잡고 돌파할까?

•   더벨: 밥캣 없는 두산인프라코어 매각, 진정성은

•   더벨: 다시 뛰는 두산, 신재생에너지 투트랙 '수소·풍력'

•   헤럴드경제(P1): 규제할수록 6억 이하로 튄 거래량…‘패닉바잉’ 사실로

•   헤럴드경제(P1): 아시아나 채권단 “현산 진정성 의심”

•   헤럴드경제(P1): 코로나 재확산·美中 충돌…경제, 환란때보다 어렵다

•   헤럴드경제: 하반기 실업률 최고 5.1%…내년까지 고용한파

•   헤럴드경제: “하반기 3%이상 성장해야 가능”…멀어진 올해 플러스 성장

•   헤럴드경제: 임시공휴일·쿠폰 소비진작 카드 ‘20년새 최저’ 내수 불씨 살릴까

•   헤럴드경제: “수출, 잘해야 점진회복…2차 팬데믹 변수”

•   파이낸셜뉴스(P1): 노조 껴안는 삼성… 해고노동자와 처음 마주 앉았다

•   파이낸셜뉴스: 삼성, 대규모 투자·M&A 올스톱… 경영리스크만 커진다 [이재용 기소여부 한달째 표류]

•   아시아경제(P1): 한국 유일 '막무가내式 상법개정'에 재계 성토

•   아시아경제: 엘리엇 악몽' 잊었나…투기자본 공격에 기업들 눈뜨고 당할판

•   아시아경제: "상법·공정거래법 개정, 경영 위축 초래" 경제단체 공동대응 나섰다

•   디지털타임스(P1): 재난지원금 효과 제한적… 소상공인 집행률 59% 불과

※   국회예산정책처: NABO 경제·산업동향 & 이슈 (제7호)

•   디지털타임스: 두산, 4600억 사회적 가치 창출 어려워도 동반성장 약속 지켰다

•   이데일리(P1): [제약 플랫폼시대]①바이오벤처 '모더나'가 세계 백신개발 주역이 된 까닭

•   이데일리(P1): "기업 재생에너지 활용 확대, 정부가 비용부담 줄여줘야"

•   이데일리: "RE100 온실가스 배출권 인정해야" vs "중복계산, 탄소 감축량 줄어"

•   이데일리: "탄소배출권 반영 등 정책 지원으로 'RE100 추진' 기업 부담 줄여야"

•   이데일리: 조용성 에경원장 “재생에너지 구매시 온실가스 감축 실적 인정해야"

•   연합: 김정은, 노병대회 연설…"핵억제력으로 안전 영원히 담보"

•   뉴스토마토: [IB토마토]매각 순항 중인 두산건설 논현동 사옥…'임차인 리스크' 불거지나

•   KBS: [이슈대담] 두산모트롤 해외 매각, 이대로 괜찮은가?

•   이투데이: 두산인프라코어, GEM 호실적으로 코로나19 실적 선방 ‘목표가↑’-신한금투

•   이투데이: 두산의 자신감...“2023년까지 협동로봇 시장 점유율 10% 차지할 것”

•   아주경제: "두산인프라코어, 하반기 전망 불확실··· 투자의견 '중립'" [DB금융투자]

•   비즈니스포스트: 두산인프라코어 주식 매수의견 유지, "중국 홍수로 굴착기 수요 늘어"

•   비즈니스포스트: 두산밥캣 주식 매수의견 유지, "미국과 유럽 건설기계시장 회복세"

•   에너지경제: [팩트체크] 주호영이 불붙인 이채익-양이원영 탈원전 '진실공방'

•   Equipment Journal: Here’s what equipment dealers can learn from Tesla

•   For Construction Pros: Doosan Bobcat Partners with Green Machine to Produce Electric Compact Excavators

•   OilPrice.com: Russia Overtakes U.S. In LNG Exports To China

•   전자신문: 中 BOE, 삼성 '갤럭시S21'에 플렉시블 OLED 공급 무산

•   전자신문: 한수원, 신고리 3·4호기에 '디지털 트윈' 적용

•   전자신문: 두산인프라코어 매각, 올해 넘길 듯…1조원대 소송 맞물려

•   전자신문: 세계 반도체 업계, 내년 반도체 시장 반등 '이구동성'

•   ZDNet Korea: 파운드리 1위 노리는 삼성, 美 투자 나설까

•   Phone Arena: Samsung Unpacked lineup confirmed: Galaxy Note 20, Fold 2, Tab S7 (5G), more

•   Phone Arena: The Galaxy Note 20 & Note 20 Ultra 5G could be very expensive

•   Phone Arena: Xiaomi patents a smartphone design with built-in wireless earbuds

•   Phone Arena: Huawei is retreating from a key market

•   Phone Arena: Samsung may soon supply the most expensive iPhone parts

•   Robotics Business Review: Automation Imperative Accelerates

•   Robotics Tomorrow: 5 Ways Automation Will Change the Nature of Work

•   Mainichi: Japan's Jan.-March corporate sales show biggest fall since 2011

•   Mainichi: BOJ policymakers voice concerns over possibility of slow recovery

•   Japan Times: Coronavirus resurgence endangers Japan’s economic recovery scenario

•   Japan Times: Disinfection and mobility robots unveiled at new station in Tokyo

•   Business Standard: India Inc's foreign borrowings slip 81% to $1.02 bn in June: RBI

•   Folha de S.Paulo: While Covid-19 Rages On, Brazilians Abandon Quarantine

•   Moscow Times: Cheap Coronavirus Loans Propel Russia’s Mortgage Market

•   Jakarta Post: Govt spends 19% of COVID-19 rescue package, plans more electricity subsidy

[Opinions]

•   Project Syndicate(Jean Pisani-Ferry): The Challenges of the Post-Pandemic Agenda

•   Project Syndicate(Hugo Drochon): Mask Wars

•   Project Syndicate(Howard Davies): Will COVID-19 Kill Cash?

•   FT(Robert Shrimsley): How Boris Johnson could outwit Covid inquiry hopes

•   FT(Bryan Harris): Why investors in Brazil are ready to give Bolsonaro another go

•   FT(Andrew Hill): Lay-offs are the worst of the bleak options facing recession-hit companies

•   NYT(Paul Krugman): The Cult of Selfishness Is Killing America

•   NYT(Gail Collins, Bret Stephens): A Trumpless Future Is Hard to Get Your Head Around

•   NYT(Jamelle Bouie): There Is a ‘Great Silent Majority.’ But It Stands Against Trump.

•   NYT(Beppe Severgnini): Slowly, Italy Is Waking From the Coronavirus Nightmare

•   WP(Editorial Board): The world is realizing the U.S. is no longer committed to basic standards of decency

•   WP(Brian Klaas): Here’s how to prepare for Trump rejecting the election results in November

•   Bloomberg(Daniel Moss): `D' Is for Deficits. Dare to Speak Their Name

•   Bloomberg(Brian Chappatta): Fed Will All But Guarantee Negative Real Yields

•   Bloomberg(Marcus Ashworth): Germany's Bund May Be About to Lose Its Crown

•   Bloomberg(Lionel Laurent): The EU's Tobin Tax Is Being Resurrected

•   Bloomberg(Jonathan Bernstein): Trump Is Running Out of Time for a Comeback

•   Bloomberg(Jonathan Bernstein): Democrats Can Play the Interim Relief Game, Too

•   Bloomberg(Tim Culpan): Heavy Is the Head That Wears the Semiconductor Crown

•   CNBC(Ron Insana): When market pundits say, 'this time is different,' brace for the possibility that it's not

•   CNN(Joe Lockhart): Joe Biden could still lose this election

•   CNN(Brad Close): The next relief package should help small businesses, not wrap them in red tape

•   MarketWatch(Rachel Bitecofer): Trump is losing big to Biden in voter polls. Here’s how this will likely play out on Election Day

•   매경(사설): 탈원전 비판했다고 감사원장 공격하는 여권, 적절치 않다

•   한겨레(장정욱): 미래통합당의 ‘원전 왜곡’