Business Intelligence Monitor 200730

(Introduction)

[Markets]

•   Global: Stocks gain and dollar falls as Fed keeps rates near zero

•   US: Kodak shares rise nearly 1,500% on Covid drug loan deal

•   US: Qualcomm soars after striking patent deal with Huawei

•   한국: 외국인은 사고 기관은 팔고…코스피, 0.27% 상승 마감

•   Metals: Copper prices steady ahead of Fed policy decision

•   Grains: Corn to one-month low as mild U.S. weather favors crops

[Indicators]

•   글로벌 6월 스마트폰 판매: 글로벌 스마트폰 판매량 33%↑... 회복세 완연

•   US Jun. Goods trade balance: U.S. Merchandise Trade Gap Narrows for First Time in Four Months

•   US Jun. Pending home sales: U.S. Pending Home Sales Exceed Forecast as Mortgage Rates Fall

•   US Weekly Mortgage rates·applications: Lower weekly mortgage demand hints at a possible pullback by first-time homebuyers

•   US Benchmark rates: Fed Maintains Stimulus Commitment as Economic Outlook Dims

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Parsing the Fed: How the July Statement Changed From June

•   한국 5월 인구동향: 올해 인구감소 '확실'… 혼인은 21%나 감소

•   한국 7월 아파트 가격: 잇단 규제책에도 서울집값 치솟고

•   한국 7월 BSI: 7월 기업심리, 3개월 연속 개선…한은 "회복세 탔다"

•   Russia Q2 Household savings rate: Russian Savings Jump During Coronavirus Crisis

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Leads the Globe as Coronavirus Deaths Pass 150,000, Hospitalizations Rise

•   WSJ: Democrats Reject Trump’s Push for Short-Term Coronavirus Aid Deal

•   WSJ: Congress Seeks to Fix $120 Billion Tax Snafu

•   WSJ: Learning to Live With Coronavirus Risk

•   WSJ: Is $600 a Week in Extra Jobless Aid Keeping Workers on the Sidelines?

•   WSJ: Small-Business Disaster Relief Program Target of Fraud, Watchdog Says

•   WSJ: Newsletter: Stimulus Plans

•   WSJ: GE Hit by Steep Decline in Jet-Engine Business

•   WSJ: GM Posts Quarterly Loss but Beats Analyst Estimates

•   WSJ: Boeing Plans Deeper Job, Production Cuts

•   NYT: An Extra $600 a Week Kept Many Jobless Workers Afloat. Now What Will They Do?

•   NYT: Oil and Gas Groups See ‘Some Common Ground’ in Biden Energy Plan

•   WP: Who should get a coronavirus vaccine first?

•   WP: Trump says he has not spoken to Putin about alleged Russian bounties on U.S. troops

•   FT: Big Tech bosses told they have ‘too much power’

•   FT: US to pull almost 12,000 troops out of Germany

•   FT: UK-Japan trade talks to run past July deadline

•   FT: Consumer borrowing is rising again, says Bank of England

•   FT: Retailers and landlords do battle over the future of leases

•   FT: US Treasuries: the lessons from March’s market meltdown

•   Bloomberg: Americans Aren’t Making Babies, and That’s Bad for the Economy

•   Bloomberg: Indonesia’s Plan to Expand Biodiesel Output Delayed by Covid-19

•   Bloomberg: U.S. Is About to Unveil the Ugliest GDP Report Ever Recorded

•   Bloomberg: Two ECB Officials Set High Bar for End to Crisis Stimulus Plan

•   Bloomberg: Brazil Reports Almost 70,000 New Covid Infections in Record Day

•   Bloomberg: EU Wonders If Not Being Trump Is Enough In Dealing With China

•   Bloomberg: Euro-Area Furloughs May Only Have Delayed Virus Jobs Damage

•   Bloomberg: Defaults Won’t Stop Funding Frenzy Started by Central Banks

•   Bloomberg: Japan’s Long-Term Rating Outlook Cut to Negative by Fitch

•   Bloomberg: Fuel-Cell Firm Stages Comeback 20 Years Later With Help of China

•   Bloomberg: WTO Agrees to Mediate Japan, South Korea Electronics Dispute

•   Bloomberg: Negative-Yielding Corporate Bonds Are All the Rage in Argentina

•   Bloomberg: America Is Burning the Least Coal Ever With Virus Sapping Demand

•   Reuters: EU executive signs remdesivir deal with Gilead

•   Reuters: China reports 101 new coronavirus cases for July 28, highest since mid-April

•   Reuters: How the coronavirus is crushing credit ratings

•   Reuters: Exclusive: White House to lure U.S. firms to Latam from Asia in nearshoring drive, senior adviser says

•   Reuters: German economy growing by 3% q/q after pandemic slump - DIW

•   Reuters: Lower weekly mortgage demand hints at a possible pullback by first-time homebuyers

•   Reuters: Vaccine nationalism': Is it every country for itself?

•   Reuters: India's gloomy outlook darkens, recovery path in doubt: Reuters poll

•   CNBC: WHO warns that waiting to achieve herd immunity to the coronavirus will kill a lot of people

•   CNBC: China’s Tencent is now bigger than Facebook after adding around $200 billion to its value this year

•   CNBC: Iran fires missiles at mock U.S. Navy ship in drill, American bases go on alert

•   CNBC: Apple’s China iPhone sales jump 225% in the second quarter as recovery continues, research shows

•   CNBC: Coronavirus stimulus: Voters support enhanced unemployment, CNBC/Change poll finds

•   CNBC: Elon Musk says DeepMind is his ‘top concern’ when it comes to A.I.

•   CNBC: Jim Cramer: Charts show gold prices are nearing a peak

•   MarketWatch: Dr. Fauci recommends wearing goggles to prevent catching the coronavirus

•   SCMP: Vietnam remains cautious as US pledges help in South China Sea

•   SCMP: Australia surpasses Mongolia to become China’s top source of coking coal

•   SCMP: AIIB will remain ‘apolitical institution’ despite China-India tensions

•   SCMP: Tech hub Shenzhen barely avoids economic contraction in first half of year

•   Global Times: Reality Check of US Unilateral Demand for China to Close Consulate-General in Houston

•   매경(P1): 與, 주택 임대차3법 강행처리

•   매경: 임대차법 소급 적용…오래된 세입자도 2년 계약연장 가능

•   매경: "전세물건 줄어 가격 오르고 월세 늘듯…집없는 서민만 피해"

•   매경: 노도강·금관구 소형아파트도 평균 4억…규제가 올린 집값

•   매경(P1): 서울 오르자 경기도 아파트 `패닉바잉`

•   매경(P1): [단독] "다중대표소송 도입땐 기업 소송 4배로 늘것"

•   매경: 삼성전자株 400억사면 7개 자회사에 소송…투기자본 놀이터 될라

•   매경: 해외선 일본만 다중대표소송제 도입…자회사 100% 소유한 모회사로 한정

•   매경: 지배구조 개선한다는 `박용진法`…기업 사냥꾼에 먹잇감만

•   매경: "반도체 국산화 아직 20% 수준…中추격 대비해야"

•   매경: 은행 내달 위험업종 대출 줄인다…`코로나 부실` 차단

•   매경: 적자수렁에도…SK이노 "車배터리 투자확대"

•   매경: 지자체 `묻지마 민자사업`…주민이 제동건다

•   한경(P1): 공정위 고발 남발에 기업 '만신창이'…정작 기소율은 30% 불과

•   한경(P1): 삼성전자, 평택에 반도체 공장 세 곳 더 짓는다

•   한경: "물 확보 못해서"…비상 걸린 삼성·SK하이닉스의 초격차 전략

•   한경: [단독] 작년 15%↑ 올해 21%↑…수도권 주택 '5조 재산세 폭탄'

•   한경: "집주인 5년간 살아라"…전셋값 불지르는 규제 쏟아진다

•   한경: "문재인 정부, 사회적 대화서 민주노총은 제외한다"

•   한경: 1억弗 이상 수출 11社 줄고…1000만弗 이상은 130곳↓

•   한경: "우리도 집 한 채만 남겨야 하나"…중앙부처 과장들 커지는 고민

•   한경: 투자 손실에도 계속되는 '달러 사자' 열풍

•   한경: 은성수 "아시아나 매각 무산 땐 기간산업안정기금 신청 가능"

•   한경: 삼성 "저전력 메모리, 화력발전소 2.5기 대체 효과"

•   한경: 내년 CES 온라인으로…고민 빠진 전자업계

•   한경: 세계 1위 美스트라이커, 한국 공략 본격화…뜨거워지는 인공관절 수술로봇 시장

•   한경: 삼성물산 시공능력 1위…기술평가는 현대건설 '최고'

•   서경(P1): [단독]해외자원개발 재시동···가스公, 신규투자 한다

•   서경: 경기둔화·저유가에 알짜매물 쏟아져..."해외자원개발 골든타임"

•   서경: [글로벌 자산별 올 성적표]金 26% 1위·원유 -31% 꼴찌···채권수익률, 주식 앞질러

•   서경: "코로나 장기화에 현금부터 챙겨라"...5월 통화량 증가분 60% 기업대출

•   서경: 주택공급대책 발표도 안했는데···태릉 이어 상암DMC도 주민 반발

•   서경: 한경연 “올 국가채무비율 5.4%P↑···IMF 때보다 급격한 상승”

•   서경: 흔들리는 인텔, 자율주행으로 반격 나섰다

•   서경: "대형 경기민감株로 선순환...코스피 2,300 넘볼듯"

•   서경: 다섯달 만에...삼성전자 이익전망 늘었다

•   서경: [단독] 은평 44건 중 72%가 최고 거래..'7·10 대책'에도 거래 절반 신고가

•   조선(P1): "탈원전, 대선공약이라고 국민 합의냐" 감사원장의 소신

•   조선: 코로나 5개월간 대기업 직원 1만2000명 줄었다

•   조선비즈: 인력난에 무너지는 中企… "외국인 근로자 입국 시급"

•   IT조선: 돌연변이' 테슬라, 韓 배터리 쥐락펴락

•   중앙: [현장에서] 검찰의 시간 3년6개월, 삼성수사 이젠 결론내야할 때

•   동아(P1): [단독]北, 7월 4일 美독립기념일에 순항미사일 쐈다

•   동아(P1): [단독]한미, 탄도미사일 사거리 제한도 해제 논의 시작

•   동아: [단독]국회, 세종시 이전 유력후보지는 호수공원 옆 50만㎡ 규모 용지

•   문화: 수도이전에 기업들 본사도?…“수도권 집값 잡으려다 기업경쟁력 잡을라”

•   세계: 온실가스 대책 빠진 ‘회색 뉴딜’… 석탄발전사업은 ‘진행형’ [지구의 미래]

•   세계: 석탄사업 접는 유럽… "14개국 2030년까지 탈석탄 완료" [지구의 미래]

•   경향(P1): “중저가 부동산 재산세율 인하”

•   머니투데이(P1): 코로나19 외환 소방수 '한미 통화스와프'…이대로 퇴장?

•   머니투데이(P1): [단독]자존심 접은 日…공들이던 슈퍼컴에 '삼성전자 D램' 장착

•   머니투데이: 삼성전자부터 줍줍…'약달러' 외국인 더 들어온다

•   머니투데이: [단독]'갤럭시Z 폴드2'도 톰브라운 에디션...패키지 400만원

•   더벨: 신한 품에 안긴 네오플럭스, 투자활동에 변화 있을까

•   더벨: 두산 수소사업은 '물류'까지 내다본다

•   헤럴드경제(P1): 고령취업자 16만 늘었지만 청년층은 18만 줄어들었다

•   파이낸셜뉴스(P1): 증시·부동산에 베팅.. 역대 최대급 빚투자

•   파이낸셜뉴스: 공인중개사들 "하반기 매매·전세·월세 모두 오를 것" [숨죽인 전월세 시장]

•   디지털타임스(P1): 中 콧대꺾은 LG화학, 상하이GM에 배터리 공급

•   디지털타임스(P1): 신생기업 비중 11% 불과… 생산성·고용률↓

•   이데일리(P1): 특고 대량해고 우려에 고용보험 확대 삐끗

•   이데일리(P1): [반도체시장 지각변동]떠오르는 인텔·TSMC 동맹..흔들리는 삼성 '초격차 전략'

•   이데일리: [반도체시장 지각변동]TSMC 파운드리 장악 속도..삼성전자 '비전 2030' 먹구름

•   이데일리: [반도체시장 지각변동]삼성전자, 추가 증설·M&A 향방 촉각

•   이데일리: [반도체시장 지각변동]1%도 안되는 韓 정부 지원금..中·美 대비 턱없이 낮아

•   이데일리: “부동산시장 망쳐놨다” 들끓는 조세 저항…8월도 집회 러시

•   이데일리: 미국 정부 압박에도 불경기에 뜨는 화웨이 장비

•   이데일리: 반도체·車·은행…50곳 중 22곳 '어닝서프라이즈'

•   연합: 필리핀, 원자력발전소 건설 사업 재개 검토

•   뉴시스: 중소기업 도면 탈취' 두산, 法 "기술유용"…과징금은 감액

•   뉴시스: 경남기후위기비상행동 "삼성 석탄발전소 투자 중단해야"

•   이투데이: 최대 60개월 할부…두산인프라코어, 美서 파격 행사 진행한 이유는?

•   EBN: 두산인프라코어, 연내 매각 가능할까

•   뉴스투데이: 두산 자구안 착착진행…‘박정원의 큰 그림’ 가시권으로

•   프레시안: 김정호 "두산重 부실, 文정부 탈원전 때문 아냐"

•   reNews: GE Renewable Energy losses widen

•   에너지경제: 한국판 뉴딜 선도' 남부발전, 2024년까지 4조3000억원 투자

•   에너지경제: 한전 경영실적 악화, 탈원전 탓' 팩트체크 해보니...

•   에너지데일리: 중동국가들의 대규모 재생에너지 확대 ‘주목’

•   에너지데일리: 원전해체' 핵심기술 실용화 '순항'… 2단계 돌입

•   KHL: Construction industry 2025

•   Equipment Journal: Commemorative Cat D6 dozer heads to Canada - Equipment Journal

•   MINING.com: Chile government rejects Codelco privatization

•   CNET: Samsung Galaxy Z Fold 2 5G leak shows a punch-hole display

•   전자신문: 하반기 TV 패널 출하량 반등…가격 상승은 제조사에 부담

•   전자신문: 한수원, '30MW급 대형 수력 발전 설비' 국산화 착수

•   Phone Arena: Apple's third quarter results could hold the key to iPhone 12 launch date

•   Phone Arena: Samsung remains on top in Europe where smartphone sales declined 24% during Q2

•   Phone Arena: MWC 2021 is definitely happening, but it might go digital like CES 2021

•   Hannover Messe News: Industrial Transformation – is Europe on the right way?

•   Robotics & Automation News: Electric vehicle market defies coronavirus threat

•   Robotics & Automation News: Volkswagen opens up its ‘Industrial Cloud’ to other manufacturing and technology companies

•   Robotics Tomorrow: Q4 2020 Trend: Immediate Delivery Autonomous Forklifts

•   Cobot Trends: Productive Analytics enables OB7 cobot users to monitor status in real time

•   Nikkei Asian Review: Japan logs over 1,200 new COVID cases, now nationwide

•   Nikkei Asian Review: Suu Kyi courts Japan investment with new economic zone

•   Nikkei Asian Review: Tokyo cannot bear cost of business closures as COVID-19 cases surge

•   Nikkei Asian Review: Japan GDP to contract mid-4% range in FY2020: government

•   Livemint: Covid-19 recoveries in India cross 1 million

•   Livemint: Govt to ease borrowing cap in relief for discoms

•   Jakarta Post: Indonesia raises $1.5b from government bonds to fund fiscal deficit

•   Jakarta Post: Government mulls introducing more measures to curb imports

•   Myanmar Times: Myanmar elections 2020: What businesses should know

•   Myanmar Times: Large hydropower projects to continue in Myanmar: Govt

[Opinions]

•   Project Syndicate(Nouriel Roubini): Revisiting the White Swans of 2020

•   Project Syndicate(Andrew Sheng, Xiao Geng): The Economic Costs of National Security

•   Project Syndicate(Vali Nasr, Ariane Tabatabai): China Plays the Iran Card

•   Project Syndicate(Sławomir Sierakowski): Europe Bails Out Its Populists

•   FT(Editorial Board): Turkey needs a new approach to the lira

•   FT(Janan Ganesh): The contrasting world views of Donald Trump and Mike Pompeo

•   FT(Gillian Tett): ETFs are the canary in the bond coal mine

•   FT(David Gardner): Wary US watches for signs of Chinese-Iranian alliance

•   FT(Izabella Kaminska): Antique Chinese bonds are now in play

•   FT(Diana Choyleva): This surge in Chinese stocks is not like the last one

•   FT(Pascal Blanque): Market narratives fail to factor in Covid-19 endgame

•   WSJ(Jason L. Riley): It’s Getting Late Early for the Trump Re-Election Effort

•   WSJ(Jamie Metzl): How to Hold Beijing Accountable for the Coronavirus

•   WP(Editorial Board): By threatening unemployment benefits, Republicans risk sending the economy over a cliff

•   Bloomberg(Tim Duy): The Fed Is Juggling Stimulus Past and Future

•   Bloomberg(Brian Chappatta): Fed Is Content to Let Sleeping Bond Traders Lie

•   Bloomberg(John Authers): Robin Hood Is Pillaging the Sheriffs of BlackRock

•   Bloomberg(Robert Burgess): U.S. Troop Withdrawal From Germany Is a Mistake

•   Bloomberg(Brooke Sutherland): Boeing and GE Comebacks Get a Covid Setback

•   Bloomberg(Anjani Trivedi): The Latest Electric Car Hurdle: What if You Can’t Resell It?

•   Bloomberg(Clara Ferreira Marques): Rio Tinto Can Stay Stuck in a Profitable Rut, For Now

•   매경(양성모): 코로나 아니었으면 상상도 못했다…온라인서 중장비 사고파는 시대