Business Intelligence Monitor 200729

(Introduction)

[Markets]

•   Global: Equities dip, safe havens rise as U.S. stimulus talks stall

•   Global: King dollar's decline ripples across the globe

•   한국: 코스피, 외국인 매수에 1.76% 상승…2,250 상회

•   Turkey: Attempt to steady the currency has eroded country’s foreign exchange stockpiles

•   Metals: Copper rises as stockpiles fall and industrial activity rebounds

•   Grains: Corn to 1-month low, soy futures dip on U.S. crop prospects

[Indicators]

•   US Q2 Homeownership rate: U.S. Homeownership Rate Soars to Highest Level Since 2008

•   US May Case–Shiller home price index: U.S. Home-Price Growth Decelerated in May

•   US Jun. Construction employment: US construction employment increases amid uncertainty

•   US Jul. Consumer confidence index: U.S. Consumer Confidence Retreats on Diminished Expectations

•   Spain Q2 Employment: Spanish job losses hit record high in second quarter

•   한국 상반기 기업 직접금융 조달실적: 상반기, 주식·회사채 91.5조 발행…작년 상반기 보다 3.2조 줄어

•   한국 6월 무역지수 및 교역조건: 6월 수출량 1.4%↓·수출액 10.5%↓…반도체는 2개월 연속 증가

•   한국 7월 소비자동향: 소비자심리지수 3개월째 반등…주택가격전망 지수는 역대 두번째

•   India Weekly Employment: Rural joblessness rate up for second straight week

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Infections Fall Below 60,000 for Second Straight Day

•   WSJ: Will There Be Second Stimulus Check Due to Covid-19?

•   WSJ: Trump Retweets Attacks Against Fauci on Coronavirus Policy

•   WSJ: After Reopening, Coronavirus-Hit States Chart Their Own Paths to Close Up Again

•   WSJ: Seattle, Portland Return to Calm After Violent Weekend

•   WSJ: Fed Extends Lending Programs Through December

•   WSJ: Newsletter: What Are Markets Saying About the U.S. Recovery?

•   WSJ: Chip Maker AMD Raises Sales Outlook as Intel Battle Heats Up

•   WSJ: Could You Have Covid-19? Soon Your Wearable Might Tell You

•   WSJ: Pfizer Foresees Lasting Demand for Covid-19 Vaccine

•   WSJ: CES Will Be Online Only in 2021, Opting Against Las Vegas Showcase

•   WSJ: Kodak Shifts Into Drug Production With Help of $765 Million U.S. Loan

•   NYT: Barr Testimony: Highlights of Combative Hearing on Protests, Stone Case and More

•   NYT: Here Are the Differences Between the House and Senate Coronavirus Relief Bills

•   WP: Biden announces plans to boost black and Latino finances

•   WP: Rocky roll-out for GOP coronavirus bill as McConnell disavows key White House ask, multiple Republicans revolt

•   WP: GOP coronavirus bill replaces money for Pentagon projects Trump raided for border wall

•   WP: Europe scrambles to avoid a second coronavirus wave, as infections rise

•   WP: Biden says he will pick running mate by end of next week

•   FT: Europe battles to contain surge in Covid-19 cases

•   FT: Moderna pitches virus vaccine at around $50-$60 per course

•   FT: Boris Johnson warns of signs of coronavirus second wave in Europe

•   FT: China records biggest one-day rise in coronavirus cases since March

•   FT: US coronavirus surge to dominate Fed meeting

•   FT: ECB tells eurozone banks not to pay dividends until January 2021

•   FT: What is Silicon Valley’s plan in India?

•   FT: Tory MPs push businesses to reopen offices

•   FT: UK businesses borrow £50bn in state-backed coronavirus loans

•   FT: Ending UK furlough scheme will fuel unemployment, think-tank warns

•   FT: Key questions on UK’s controversial quarantine policy

•   FT: China’s newest equity market gets off to a stumbling start

•   FT: ‘They want us to leave’ — foreign workers under pressure in the Gulf

•   FT: Climate change: will coronavirus hasten the demise of Poland’s coal?

•   Bloomberg: Moderna Vaccine Protects 16 Monkeys From Virus; 30,000 Humans Await

•   Bloomberg: Goldman Warns the Dollar's Grip on Global Markets Might Be Over

•   Bloomberg: Hong Kong Faces Worst Wave of Virus, But It Can’t Just Lock Down

•   Bloomberg: Flaring Virus Threatens World Economy’s Sputtering Recovery

•   Bloomberg: China’s Covid-19 Rebound Lost Momentum in July as Consumers Wary

•   Bloomberg: Global Growth Potential Tumbles as Jobless Spikes, Fitch Says

•   Bloomberg: Stimulus Talks Take Pessimistic Turn Over Liability Protections

•   Bloomberg: Three Scenarios Emerge in U.S.-China Chess Match at the WTO

•   Bloomberg: The Next WTO Chief Treads a Fine Line Between the U.S. and China

•   Bloomberg: World’s Biggest Soy Exporters Hit by Virus Spread in Argentina

•   Bloomberg: Indonesia Unions Decry Import of Chinese Workers Amid Job Losses

•   Bloomberg: Toll of Virus, Oil on Saudi Budget Laid Bare With Revenue Plunge

•   Bloomberg: Emerging Markets Approach Awful August With Complacency

•   Bloomberg: India’s Animal Spirits Remain Fragile Despite Economy Reopening

•   Bloomberg: Sweden Unveils ‘Promising’ Covid-19 Data as New Cases Plunge

•   Bloomberg: Indian Tech Moguls Urge Modi To Be Tougher on Chinese Rivals

•   Bloomberg: U.K. House Prices Seen Growing as Much as 3% for Rest of 2020

•   Reuters: Hydrogen champion Hyundai races to electric as Tesla takes off

•   CNN: The world's 'best department store' is shedding 14% of its staff

•   CNN: Last quarter was probably the worst on record for the US economy

•   CNN: 14 charts that show the US economic recovery is stumbling

•   CNBC: Bill Gates: There could be a 'substantial' reduction in coronavirus death rate this year

•   CNBC: How modular buildings put together in factories could play a role in the cities of the future

•   CNBC: 25% of cars in U.S. are at least sixteen years old -- record high

•   CNBC: Coronavirus making income inequality worse, this is what leaders can do

•   CNBC: Nobel laureate Paul Krugman sees ‘mania’ by stocks investors, driven by a ‘FOMO’ market

•   Hill: 21 states now in federal 'red zone' for serious coronavirus outbreaks: study

•   SCMP: Beijing walks the foreign policy tightrope with Washington

•   SCMP: China’s gold consumption ‘fell significantly’ in 2020 due to coronavirus

•   SCMP: China should postpone key 2020 economic goal, ex-official says

•   SCMP: China turns net steel importer in June as economy recovers from virus

•   Global Times: China boosts investment in key fields to buoy recovery

•   매경(P1): 전월세신고제 내년 6월로 미뤄 시행…임대차 3법 결국 `삐걱`

•   매경: 신규계약자 전월세 급등 불보듯…1년간 임대시장 혼란 예고

•   매경: 당정 "강남재건축 용적률 상향 검토"…지분형 `반값 아파트` 내놓나

•   매경: [단독] 공공재건축때 기부채납…임대 대신 분양도 허용

•   매경: "임대차3법 시행전 5%이상 올린 전세금 돌려줘야 하나"

•   매경: 슈퍼여당 `부동산법` 단독 의결…野 "靑 하명받고 국민 기만"

•   매경(P1): 달러 약세에…주식·금·원자재 뛴다

•   매경: 신흥국으로 넘어오는 달러…외국인 이달 삼성전자 2.3조 매수

•   매경: `빚투` 사상 첫 14조 돌파…과열 경고음

•   매경: "美경제지표 반등前까진 달러 약세 지속"

•   매경: 안전자산 金·銀, 실물지표 구리·철광석도…불안한 동반 급등

•   매경: "금값 2000弗 넘을것" "매도 쏟아지면 급락 가능성"

•   매경: "금 캐러간다" 채굴업체 주가도 상승

•   매경(P1): [단독] 두산모트롤 팔린다…우선협상자 2곳 선정

•   매경: [단독] 두산, 자산매각 순항…`3兆 자구안` 가시권

•   매경: 특고 등 회색지대 근로자 급증…새로운 `근로계약법` 만들때 됐다

•   매경: 한국에만 있는 통상임금 소송

•   매경: ‘1인 1스마트글라스` 시대가 온다

•   매경: 코로나로 해외 엔지니어 못와도…AR글라스 쓰고 공장 정비

•   매경: 양도세 이연제 언급한 홍남기 "1주택 稅완화 위해 한때 검토"

•   매경: 홍남기 "증여세 세무조사 면제기준 강화 검토"

•   매경: "임대 집착 말고 분양 늘려야…빈 상가·사무실을 주택으로"

•   매경: 정부 규제에도…10명중 6명 "하반기 서울 집값 상승"

•   매경: "애플 신형아이폰에 LGD 올레드패널 채택"

•   매경: `적과의 동침`…통신 3사, 5G 기지국 공동 구축한다

•   한경(P1): 삼성 28년 독주 '기로에 섰다'…요동치는 글로벌 반도체 시장

•   한경(P1): "외국인 다시 바이 코리아…지금은 주식비중 늘릴 때"

•   한경: "전세계 유동성 넘쳐, 주가 더 오를 것…BBIG 재상승 기대"

•   한경: "MS 실적은 경기 지표"

•   한경: 1억 있으면 어디에 투자할까요?…"주식 비중 60% 이상으로 늘리고 金도 사라"

•   한경(P1): [단독] 기업들 외국서 번 돈에 세금…지자체 '엉터리 징세' 제동

•   한경(P1): 만물상' 네이버, 대출까지 한다

•   한경(P1): [단독] 서울서 10만 가구 공급…강남에 1만6천 가구 풀린다

•   한경: "일본 추월한 삼성 비결은 과감한 베팅"…권오현 "삼성 강점은 총수 경영"

•   한경: 9만불 vs 18만불…한국車 생산성 '獨의 절반'

•   한경: 아시아나 '매각 무산→국유화' 수순 밟나

•   한경: 두산 계열 VC 네오플럭스, 신한금융지주 '품으로'

•   한경: 매각 앞둔 두산솔루스, 동박으로 두둑한 2분기

※   두산솔루스: 2/4분기 경영실적

•   한경: 코스피지수 연중 최고치 근접하자…스마트 개미들, 1조 차익실현

•   한경: 회사채 매입 '지원 사격' 시동 건 SPV

•   한경: 세제개편안, 부동산 간접투자에 '찬물'

•   서경(P1): 묻지마 코로나대출' 금융부실 뇌관 되나

•   서경: 이자 못 갚아도 장부엔 정상...카드대란 '폭탄돌리기' 재연될라

•   서경: 70조 코로나대출 이자상환까지 연장하나

•   서경: 중기 "대출 만기연장, 최소 6개월은 돼야"

•   서경: "종부세 강화, 주택안정 효과 제한적...형평성 논란·조세저항 초래"

•   서경: [단독] 초강력 대책마다 주택거래 ‘폭증’···"과잉규제가 더 꼬이게 했다"

•   서경: [단독] '15억 대출 금지선' 넘은 강동···16억 신고가 찍었다

•   조선: "어민 이익 배치되는 무분별한 해상풍력은 반대"

•   조선비즈: "중국처럼 V자 반등" 외치는 정부, 시장은 中 경제 회복력 의심

•   조선비즈: 反中블록·화웨이 배제 압박…정부, 미중갈등 격화에 대응 원칙 마련

•   IT조선: 주택법 시행령에 발목잡힌 5G, 과기부도 실수 '시인'

•   중앙(P1): 한국 장거리 로켓 개발…고체연료 족쇄 풀렸다

•   중앙: 미사일 족쇄 풀어준 미국, 숨은 청구서는 방위비 분담금?

•   문화: 4대문內 용적률 1250%로 올려 임대주택?… 민간조합은 난색

•   문화: “유휴지 임대주택·3기 신도시 물량확대 결사반대”

•   문화: <10>전세계 ‘코로나 백신 개발’ 현황·전망

•   한국(P1): 한국 몰려오는 日 소재 기업들 "수출규제 탓 우리가 죽겠다"

•   한겨레(P1): 한국 온난화 속도, 전세계 평균보다 2배 넘게 빠르다

•   경향: “월성원전 맥스터 증설, 울산시민 의견도 반영해 달라”

•   머니투데이(P1): 세계 최초, 수소로 16만 가구 쓸 전기가 '펑펑'

•   머니투데이(P1): 민주노총·임금고용 빅딜'…알맹이 쏙 빠진 노사정 협약

•   머니투데이: ‘땅 위의 인공태양’ ITER 본격 조립…韓진공용기 미래에너지 첫 관문 열다

•   머니투데이: 삼성SDI의 자신감…"전기차배터리 내년 흑자전환"

•   머니투데이: "경제성 있었다고?"…원전 생태계 기업들 '월성1호기' 왜 주목하나

•   더벨: ㈜두산 수소사업, 아직은 '성장통'

•   헤럴드경제: 소득세, 세수 비중 올 30% 넘는다

•   헤럴드경제: 말로만 세수확보…세제혜택 ‘십중팔구’ 일몰연장

•   헤럴드경제: 전기추진·수소연료전지…친환경선박 '대항해시대' 키를 쥐다

•   파이낸셜뉴스: 무역 넘어 기술·금융·외교·안보까지.. 美 대선 후에도 성역없는 전쟁될 것 [ '미·중 갈등 증폭' 전문가 지상대담]

•   파이낸셜뉴스: 에너지공단, 풍력에 대한 ‘오해와 편견’ 바로잡는다

•   아시아경제(P1): 車 노사 "임단협 협상 주기 2~3년 이상 늘려야" 위기 속 공감대

•   아시아경제: 그린 뉴딜' 성과내는 발전사들

•   디지털타임스(P1): 묶여버린 4만 가구… `공급절벽` 현실화

•   이데일리: 대기업 지주회사 CVC 도입 초읽기…외부자금 차입 일부 허용 가닥

•   이데일리: ‘월성 1호기 조기폐쇄’ 감사 논란···핵심 쟁점은

•   뉴시스: 산업부 "2034년까지 원전 점진적 감축·재생에너지 확대"

•   CEO스코어데일리: 두산인프라코어, 사업 순항에 몸값 상승 기대감도 ‘쑥’

•   프라임경제: 한수원 노조 "십년 뒤 3000명이 원전 떠날수 있어"

•   더구루: 체코 정부, CEZ 두코바니 원전 계약 2건 체결…입찰 시동

•   더구루: [단독] 헝가리 장관, 삼성·SK·두산·한국타이어 연쇄 회동…추가 투자 논의

•   reNews: UK offshore wind ‘to hit negative-subsidy from mid-2020s'

•   에너지데일리: “해외 석탄발전사업 못하게 한다”

•   KHL: Construction sales in China to rise 14%

•   KHL: Cat’s 313 excavator features next gen tech

•   Equipment Journal: Doosan Bobcat and Green Machine partner to produce electric excavators

•   MINING.com: Indonesia moving up the mining value chain – report

•   전자신문(P1): 스마트제조 2.0 시대...'연결의 힘'으로 제조혁신 고도화 이끈다

•   전자신문: [이슈분석]완전히 새로운 갤럭시가 공개된다(A Whole New Galaxy Unpacked)

•   전자신문: 한전, 해상풍력에 1300억 우선 투자…"대규모 접속망 선제 구축"

•   디지털데일리: 코로나19로 엇갈린 2분기…삼성전기 ‘울고’ LG이노텍 ‘웃고’

•   Phone Arena: Here is what Apple is doing to reduce its reliance on Samsung

•   Phone Arena: Galaxy S20 suffered at the hands of A series in Q2 2020, will iPhone SE do the same to iPhone 12?

•   Phone Arena: Apple iPhone 12 price will be key to sales growth in H2 2020: report

•   Phone Arena: Apple's China hopes are looking up after a solid Q2 and the upcoming 5G iPhone 12 launch

•   Inside EVs: Scientists Eliminate Cobalt From Cells By Cleverly Combining Ni, Mn And Al

•   Robotics & Automation News: Reshoring from China to US not a short-term solution

•   Robotics & Automation News: Geek+ partners with Kuecker to offer ‘smart logistics’ across North America

•   Robotics Tomorrow: Intelligent Image Processing Supports Production Workers in Industrial 4.0 Applications

•   Robot Report: Spot robots helping Ford survey Michigan plant

•   Robot Report: Yomi robotic system from Neocis gets FDA approval for full-arch dental implants

•   Dronelife: Drones in Ports and Shipping: the Next Big Market for the Industry?

•   Nikkei Asian Review: Japan says South Korea kneeling statue 'unacceptable' if it's Abe

•   Nikkei Asian Review: Coronavirus stalks Southeast Asia's once-thriving unicorns

•   Livemint: India’s economy not out of the woods yet

•   Livemint: India's first COVID-19 vaccine Covaxin: From trials to test results — key updates

•   Business Standard: Recovery signs are visible, remove uncertainties over mini lockdowns: CII

•   Folha de S.Paulo: China Expands Presence in Agribusiness with Warehouses and Factories

•   Jakarta Post: Government raises 2021 budget deficit to 5.2 percent of GDP

•   Jakarta Post: Indonesia’s stimulus not enough for households to survive pandemic: Survey

•   Jakarta Post: Corruption risk to Indonesia’s infrastructure push: Experts

•   Myanmar Times: Myanmar approves ADB loan, outstanding debt hits K40.8 trillion in 2018-19

[Opinions]

•   Project Syndicate(Robert Muggah): Robert Muggah Says More…

•   FT(Editorial Board): Gold’s rise is a sign of uncertain times

•   FT(Editorial Board): The US-China rift is now about values

•   FT(Robin Harding): Rage against central banks is misdirected

•   FT(Johan Rockström): Why we need to declare a global climate emergency now

•   FT(Jamie Smyth): Industry needs a rare earths supply chain outside China

•   FT(Axel Weber): European banking needs a Big Bang

•   FT(Dan Senor): It is too soon to write off Donald Trump’s election chances

•   FT(Lex): US utilities: nuclear breakdown

•   WSJ(William A. Galston): Portland Is a Problem for Biden

•   WP(Editorial Board): The pandemic has made Europe stronger

•   WP(Greg Sargent): More voters are now saying they expect Joe Biden to win

•   WP(Dan Coats): The new ‘Cold War’ between the U.S. and China is a dangerous myth

•   Bloomberg(Conor Sen): Recessions Usually Are Worse for Men. Not This Time.

•   Bloomberg(Brian Chappatta): Mortgage Rates Hit the 3% Wall. So Now What?

•   Bloomberg(Karl W. Smith): The Case Mitch McConnell Needs to Make on Covid Spending

•   Bloomberg(Lionel Laurent): What Spain Is Telling Us About Second Wave of Coronavirus

•   Bloomberg(Hal Brands): Senate Republicans’ China Policy Is Better Than Trump’s

•   Bloomberg(Mark Gilbert): The Euro’s Ascent Won’t Knock the Dollar Off Its Perch

•   Bloomberg(Mark Gongloff): Mortgage Rates May Not Go Any Lower Than This

•   Bloomberg(Andrea Felsted): Working From Home Is Terrible News for Landlords

•   Bloomberg(Matthew A. Winkler): Socially Conscious Investing Thrives Amid Pandemic

•   CNN(Tina Smith): What McConnell is getting very wrong on the stimulus bill

•   MarketWatch(Nigam Arora): Gold may produce bigger gains than the stock market under this one condition

•   MarketWatch(Mark Hulbert): Here’s the best way to hedge the weakening U.S. dollar and buying gold isn’t the move

•   MarketWatch(Bernard Baumohl): Killing the $600 unemployment benefit is a boneheaded move

•   MarketWatch(Alicia H. Munnell): Don’t cut the payroll tax — let’s help those without a job

•   Nikkei Asian Review(Masaaki Shirakawa): COVID-19's staggering economic impact forces deep macro policy rethink

•   세계(사설): [사설] 탈원전 정책 비판했다고 ‘감사원장 흔들기’ 나선 與