Business Intelligence Monitor 200731

(Introduction)

[Markets]

•   Global: Stocks, dollar slide on economic data, Trump election tweet

•   US: Four of the largest tech companies added $200 billion in value after hours Thursday

•   한국: 코스피 0.17% 소폭 상승…장중 연고점 경신

•   한국: 5일새 삼성전자만 1.8조 사들여…외국인 진짜 돌아왔나

•   Metals: Copper slips on rising virus cases, economic worries

•   Grains: Corn ends nearly flat as crop prospects offset big sales to China

[Indicators]

•   US Q2 GDP·Weekly Jobless claims: U.S. Economy Contracted at Record Rate Last Quarter; Jobless Claims Rise to 1.43 Million

•   Eurozone Jul. Economic sentiment index: Euro zone sentiment rebounds more than expected, but unemployment up

•   Germany Q2 GDP: German economy shrank 10.1% at height of virus crisis

•   한국 6월 주택 인허가: 서울 주택 인허가 급감…공급위축 온다

•   한국 6월 미분양 주택: "무조건 사자"…전국 미분양 급감

•   한국 6월 사업체 노동력: 제조업 일자리 7만7000개 '증발'

•   한국 주간 아파트 가격(감정원): 서울 집값은 주춤…상승폭 3주째 둔화

•   Japan Jun. Retail sales: Japan's June retail sales fall for 4th month, but at slower pace

•   Vietnam Jul. CPI: Consumer price index up 0.4 per cent in July

•   Mexico Q2 GDP: Mexico’s economy records fifth straight quarterly contraction

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Daily U.S. Coronavirus Cases Climb Back Above 70,000

•   WSJ: Apple Sales Surge as Pandemic Drives Software and Device Purchases

•   WSJ: Amazon Gains Strength as Coronavirus Boosts Shopping, Cloud Services

•   WSJ: Google’s Advertising Haul Comes Up Short for First Time

•   WSJ: GOP Leaders Rebuff Trump’s Suggestion of Delaying Election

•   WSJ: Drugmakers Race to Build Covid-19 Vaccine Supply Chains

•   WSJ: Environmental Groups Urge Fed to End Energy Bond Buying

•   WSJ: Fannie, Freddie Earnings Improve Amid Signs of Housing-Market Recovery

•   WSJ: Newsletter Special GDP Report: Unhealthy

•   WSJ: GOP and Democrats Find a Point of Agreement: Big Tech Is Too Powerful

•   WSJ: Auto Giants Swing to Loss During Coronavirus-Driven Downturn

•   NYT: Analysis: Trump Attacks an Election He Is at Risk of Losing

•   NYT: Why Trump Has No Power to Delay the 2020 Election

•   NYT: Virus Cases Are Rising in N.J., Spurred by Young Partygoers at the Shore

•   NYT: China Tries Its Favorite Economic Cure: More Construction

•   WP: Senate Republicans, White House scramble on unemployment insurance as deadline looms

•   WP: Did a third of the economy really vanish in just three months?

•   FT: Barack Obama makes a ringing call for voting reform

•   FT: Pompeo faces backlash over US withdrawal from Germany

•   FT: Fed plans for ‘the worst’ as it waits for Congress to act

•   FT: Rise in coastal flooding poses threat to global economy

•   FT: China fires warning shot to UK over ‘cold war’ with Beijing

•   FT: EU or UK: who will blink first?

•   FT: European enthusiasm, meet Chinese intransigence

•   FT: UK car production falls 42% to lowest level since 1954

•   FT: New Renault chief pledges turnround as carmaker suffers record loss

•   FT: How safe is air travel during coronavirus pandemic?

•   FT: ‘Calm before the storm’: UK small businesses fear for their future

•   Bloomberg: Xi Calls for Deeper Reform to Escape ‘Grave’ Economic Conditions

•   Bloomberg: China Is Buying Up Chips Before Hong Kong Route Shuts

•   Bloomberg: China’s EV Makers Target Drivers Who Can’t Afford a Tesla

•   Bloomberg: China’s Xi Sets His Sights on Taiwan After Subduing Hong Kong

•   Bloomberg: Upgrade of India’s Creaky Infrastructure Seen Delayed by Virus

•   Bloomberg: BOJ Outlook Crashes Down to Earth With More Realistic Forecasts

•   Bloomberg: Hong Kong’s Dollar Peg Is ‘Unassailable’, StanChart CEO Says

•   Bloomberg: Gathering U.S.-China Storm Clouds Herald Restless Time for Yuan

•   Bloomberg: Hydrogen’s Future May Follow Path Blazed by Natural Gas

•   Reuters: Pompeo insists China 'tide is turning' at contentious U.S. Senate hearing

•   Reuters: Exclusive: Chinese-backed hackers targeted COVID-19 vaccine firm Moderna

•   Reuters: Brazil's Vale eyes mine expansions, Samarco restart amid robust Chinese demand

•   AP: EU prolongs North Korea nuclear sanctions for a year

•   CNBC: WHO says young people appear to be causing coronavirus cases to surge in some countries

•   CNBC: Dollar will weaken further while bond yields strengthen: Wells Fargo

•   CNBC: Apple suggests new iPhones won’t arrive in September

•   Fox Business: Trump administration to recover $200 million from failed Obama-era solar project

•   SCMP: Malaysia rebukes Beijing as South China Sea ‘lawfare’ heats up

•   SCMP: US must prepare for an ever more powerful China, think tank says

•   SCMP: China urged to make own international payment system amid US sanctions risk

•   SCMP: Xi Jinping braces for turbulence ahead as US relations deteriorate

•   매경(P1): `전광석화` 임대차법…당장 31일 시행

•   매경: `집주인의 역습`…전세대출 연장 거부·신규 전셋값 확 올릴 우려

•   매경: 임대차법 `과속입법`…상임위부터 시행까지 사흘만에 뚝딱

•   매경: 임대차법 앞서 전셋값 57주째↑

•   매경: 기존 세입자에 `전세→월세` 전환? 세입자 동의때만 가능

•   매경: [단독] 故 박원순시장이 10년 막은 재개발 풀겠다는 서울시

•   매경: 與잠룡 `빅2` 전격회동…화두는 부동산

•   매경: 145조 흑자낸다더니…국민연금 2056년 89조 적자

•   한경(P1): SK·롯데 등 지주사도 CVC 보유 가능해진다

•   한경: 韓·美, 통화스와프 6개월 연장

•   서경: [단독]"강성노조에 지쳤다" 복수노조 만든 현대로보틱스, 성과급 선지급 합의

•   조선(P1): 文정부 3년, 자영업자 세무조사 추징금 58% 급증

•   조선비즈: 美 전력회사 "LG 배터리가 ESS 화재 원인"…LG화학 "사실과 달라"

•   조선비즈: "삼성電, 매도 타이밍까지 명중" 영리한 동학개미가 이겼다

•   동아(P1): “연말까지 30조 투자유치” 민간에 기대는 정부

•   동아(P1): “하반기 더 기대” 반도체-新가전-모바일 활짝

※   삼성전자: 2020년 2분기 삼성전자 경영설명회

•   동아: 연내 개발 가능성 커진 코로나 백신… 국가간 확보전도 치열해져[인사이드&인사이트]

•   문화(P1): 한수원, ‘월성1호기 폐쇄 결정’ 회의록 조작 의혹

•   서울(P1): [단독] 민심에 놀란 정부 ‘압박’ 통했나… 다주택 고위직 71%가 움직였다

•   머니투데이: 임신테스트기처럼 편하게…코로나19 15분만에 진단

•   머니투데이: 1800만명에 소비할인쿠폰…지역상품권 15조로 늘린다

•   머니투데이: 상반기 증시 관련 대금 2경6000조원…전년比 19% 증가

•   더벨: 모트롤BG 매각, 숏리스트 한번 더 추린 배경은

•   헤럴드경제: 현대차 ‘미래 모빌리티’ 생태계 만든다

•   파이낸셜뉴스: 전기차 출시 10년만에 30만대 판매 눈앞

•   이데일리: 삼성이 반도체로 5.4조 번 날..이재용, 차세대 반도체 현장 찾았다

•   이데일리: [마켓인]‘7월에만 2.5兆 바겐세일’…M&A 속도 내는 두산그룹

•   비즈니스포스트: 두산솔루스 목표주가 높아져, "올레드와 배터리용 소재사업 성장세"

•   오마이뉴스: 두산중공업 사측, 지노위 '부당휴업' 판정 받았다

•   reNews: EU wind capacity 'grows 5.1GW'

•   reNews: UK wind output hits record 64TWh in 2019

•   FuelCellsWorks: Bloom Energy Announces Second Quarter 2020 Preliminary Financial Results

•   전기신문: 논란 속 미얀마 송전망 구축사업(上)‘깜깜이’ 사업에 업계만 발동동

※   두산건설, “세부내용 공개불가…구매비율만 지키면 될 것”

•   KHL: Cat to see profits fall 77%

•   Equipment Journal: Komatsu debuts the entry-level PC130-11 excavator - Equipment Journal

•   Construction Equipment: Komatsu Autonomous Haul System Hits 3 Billion Metric Tons Moved

•   전자신문: [이슈분석] 삼성전자, 코로나19에도 선전한 상반기…하반기 수익성 더 높인다

•   전자신문: [이슈분석] LG전자 '가전의 힘'…하반기 성장 주력

•   ZDNet Korea: 삼성·SK, 3Q 반도체 수요 전망 쾌청…변수는 '재고'

•   디지털데일리: 코로나19 휩싸인 디스플레이…애플 ‘있는’ 삼성D·‘없는’ LGD 희비

•   Phone Arena: We may finally know the Samsung Galaxy Z Fold 2 5G release date and price

•   Inside EVs: 24 Million EVs Is The Limit For Current U.S. Power Grid Until 2028

•   Inside EVs: BMW's Chinese JV To Use Eve Energy Batteries

•   Inside EVs: Panasonic To Boost Energy Density Of Batteries For Tesla By 20%

•   로봇신문: 제10회 물류산업대전, 30일 성황리에 폐막

•   로봇신문: 호텔, 코로나19 팬데믹으로 로봇서비스에 눈뜨다

•   Nikkei Asian Review: Japan group to bring quantum computers to the workplace

•   Nikkei Asian Review: Tokyo asks restaurants to close early as cases hit new daily high

•   Nikkei Asian Review: Twin storms batter struggling Nissan-Renault-Mitsubishi alliance

•   Mainichi: Japan economy failed to reach 73-month post-war growth record: gov't panel

•   Mainichi: Japan sees 4.5% economic shrinkage for FY 2020 due to pandemic

•   Mainichi: Toyota group leads global vehicle sales in Jan.-June

•   Livemint: Global  companies  gain  from  anti-China  tilt

•   Folha de S.Paulo: Brazil Reaches 90 thousand Deaths by Covid-19

•   Jakarta Post: PLN profit nosedives by 96 percent amid foreign exchange losses

[Opinions]

•   Project Syndicate(Harold James): No Europe Without the Rule of Law

•   Project Syndicate(Andrei Kolesnikov): The Caudillo of the Kremlin

•   Project Syndicate(Thomas R. Pickering et al): Peace at Last for Yemen?

•   FT(Philip Stephens): A cold war does not answer China’s challenge

•   FT(Edward Luce): A coronavirus vaccine could split America

•   FT(Donna Kilpatrick): A farming revolution is what we need in this crisis

•   WSJ(Joseph C. Sternberg): Europe Turns America Into a Bad Example on Fiscal Policy

•   WSJ(Phil Gramm): The Biden-Sanders Manifesto

•   NYT(Linsey C. Marr): Yes, the Coronavirus Is in the Air

•   WP(Editorial Board): Trump cannot move the vote. But he can undermine our trust in it.

•   WP(Fareed Zakaria): The covid-19 crisis exposes the limits of a reality-TV presidency

•   Bloomberg(Mohamed A. El-Erian): GDP and Jobless Data Reinforce Need for Relief Bill

•   Bloomberg(Daniel Moss): Covid Mini-Lockdowns Can't Avoid Economic Pain for Asia

•   Bloomberg(Conor Sen): The U.S. Can't Import Its Way to Economic Prosperity

•   Bloomberg(Noah Smith): Intel Emerges as Symbol of Big Tech’s Decline

•   Bloomberg(John Authers): Villain No. 1 Stands Out Among Market Suspects

•   Bloomberg(Cass R. Sunstein): Democracy Is the Loser of Trump’s Vote-Delay Ploy

•   Bloomberg(Tim Culpan): Samsung Faces a Darwinian Moment in Its Biggest Business

•   Bloomberg(Faye Flam): The U.S. Can Control Covid Without a Second Lockdown

•   CNN(Douglas Brinkley): Sorry, Donald Trump: The 2020 presidential election is on

•   CNN(Michael Linden): The argument for cutting the $600 unemployment benefit doesn't add up

•   MarketWatch(Rex Nutting): The government clearly kept the economy afloat in the second quarter, so why are Republicans in a rush to pull the support away right before the election?

•   Robotics & Automation News(Mei Tao): Opinion: A coronavirus-induced acceleration of robotics and automation is happening in China

•   매경(최재영): 구리 박사 vs 코코아 선생, 경기를 보는 두 지표

•   서경(사설): 우리가 갈 길은 '부강한 스마트 국가' [서울경제 창간 60주년 사설]