Business Intelligence Monitor 200901

(Introduction)

[Markets]

•   Global: Stocks dip but clinch fifth month of gains; dollar soft

※   World stocks pull back from record

※   S&P posts best August since 1986

※   Dollar hits two-year trough as Fed commits to easy policy

•   한국: 코스피, 외국인 1.6조원 역대최대 '팔자'에 1%대 하락

•   한국: 두산그룹주 상승 많아, 두산중공업 23%대 두산 7%대 뛰어

•   Metals: Shanghai copper posts longest monthly winning streak in 11 years

•   Grains: Soybean futures hit two-year high as dryness threatens U.S. crops

•   DRAM: 8월 D램값 하락 멈춰…낸드는 0.91% 하락

[Indicators]

•   Global Jul. EV sales: Global Plug-In Electric Car Sales July 2020: The Market Takes Off

•   Europe Jul. EV sales: Europe: Plug-In Electric Car Sales More Than Tripled In July 2020

•   Germany Aug. CPI: European Prices Are Sliding as Economy Fights for Virus Recovery

•   China Aug. PMI: China’s Economic Recovery Continues on Strong Services

•   한국 7월 산업활동동향: 재확산 이전인 7월에 이미 소비 회복세 꺾여…"8월 불확실성↑"

•   한국 상반기 직종별 사업체 노동력: 국내 기업 2~3분기 채용 계획 11년 만에 최저

•   한국 7월 사업체 노동력: 코로나 실업쇼크 상용직 덮쳤다

※   건설경제신문: 건설업 종사자, 코로나 본격화 이후 첫 감소

•   한국 8월 전월세 거래: 서울 전·월세 거래량 '반토막'

•   Japan Jun. Industrial production: Japan industrial output rises for second month in recovery sign

•   Japan Aug. Consumer confidence: Japan's Aug. consumer confidence down for 1st time in 4 months

•   India Q2 GDP: India Posts Worst GDP Slump of Major Economies as Virus Spikes

•   India Jul. Fiscal account: India's fiscal deficit crosses full-year budgeted target in four months

•   Turkey Q2 GDP: Turkish Economy Weakens, Posing Challenge for Erdogan

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Surpasses Six Million Reported Covid-19 Cases

•   WSJ: Individual-Investor Boom Reshapes U.S. Stock Market

•   WSJ: How Trump Sowed Covid Supply Chaos. ‘Try Getting It Yourselves.’

•   WSJ: Top Fed Official Says New Framework Provides More Humble Approach to Setting Rates

•   WSJ: Newsletter: From Furloughed to Fired

•   WSJ: Covid-19 Vaccines: What’s Coming and When?

•   WSJ: American, Delta End Domestic Change Fees

•   NYT: Trump’s Tariffs? Coronavirus? China’s Exports Are Surging Anyway

•   NYT: As Japan’s Abe Leaves, ‘Abenomics’ Will Remain, for Good or Ill

•   WP: Biden calls Trump ‘a toxic presence’ who is encouraging violence in America

•   WP: New Trump coronavirus adviser Scott Atlas pushes controversial 'herd immunity' strategy

•   WP: Boosting early immune defenses called interferons might be a way to fight covid-19, experts say

•   FT: Domestic demand drives China's post-pandemic recovery

•   FT: India accuses China of ‘provocative’ moves on Himalayan border

•   FT: Early vaccine approval is biggest test yet for FDA chief

•   FT: Hammond warns of return to ‘70s misery’ if post-Brexit state aid not controlled

•   FT: Trump ban on Chinese drone parts risks worsening wildfires

•   FT: Global economy unlikely to benefit from falling dollar

•   FT: India’s central bank governor earns respect of sceptics

•   FT: Fading dollar gives US stocks a further boost

•   FT: Pandemic sends real yields on corporate debt into negative territory

•   FT: Chile seeks to turn solar boom into green hydrogen bonanza

•   FT: Siemens Energy chief defends reliance on fossil fuel contracts

•   FT: Berlin virus protests show far-right seizing on restrictions fatigue

•   FT: Warren Buffett makes $6bn bet on Japanese trading houses

•   Bloomberg: Ford to Cut 1,000 North America Salaried Jobs Amid Overhaul

•   Bloomberg: India Is Becoming the World’s New Virus Epicenter

•   Bloomberg: China Throws a Wrench Into Trump’s Plan to Force TikTok Sale

•   Bloomberg: AstraZeneca Starts U.S. Final-Stage Trial of Covid-19 Vaccine

•   Bloomberg: The Gas Industry’s Survival Plan: Make Fuel From Cow Poop

•   Bloomberg: Fed Study Shows Low-Income Pandemic Job Losses Skew Wage Growth

•   Bloomberg: Argentina Says 99% of Sovereign Debt Restructured in Swap

•   Bloomberg: China’s Chip Executives Worry They’re Next on U.S. Hit List

•   Bloomberg: Power Companies Are Slowing Down Clean Energy Transition

•   Bloomberg: Indonesian Firms Demand More Loans to Buy Pandemic-Hit Assets

•   Bloomberg: Pompeo Sees Arms Control Deal With Russia by the End of the Year

•   Reuters: Scientists see downsides to top COVID-19 vaccines from Russia, China

•   CNN: The nesting economy is booming as Americans continue to cozy up on their couches and work from home.

•   CNBC: Coronavirus: WHO warns that 'no country can just pretend the pandemic is over'

•   CNBC: Profit declines for China's big banks in first half of 2020 due to bad loans during coronavirus

•   CNBC: TikTok sale: ByteDance says it will abide by amended China export rules

•   CNBC: TikTok deal to sell U.S. business could come as soon as Tuesday

•   MarketWatch: Trump re-election momentum could shock investors betting on Biden win

•   Fox Business: 6 states paying residents Trump’s additional unemployment aid

•   SCMP: Vietnam dodged the coronavirus bullet, so why is its economy so unhealthy?

•   SCMP: US sanctions on China’s Huawei spell trouble for Shenzhen economy

•   SCMP: US moves bolstering Taiwan are meant to ‘restore balance’, US diplomat David Stilwell says

•   SCMP: China doubles down on Australia trade dispute with new joint probe into wine subsidies and dumping claims

•   SCMP: US sanctions over South China Sea will not affect blacklisted Chinese construction giant CCCC, company says

•   SCMP: China must reform financial markets to ward off any US financial sanctions, think tank urges

•   매경(P1): 언택트시대…해커, 당신의 PC 노린다

•   매경(P1): 외식·골목상권 패닉…온라인엔 주문 폭주

•   매경(P1): [단독] 우리사주 미청약 물량, 개인에 준다

•   매경: `거리두기 2단계` 효과 나타나나…441명 정점 찍고 나흘연속 감소

•   매경: "코로나 무서워 아무도 안와"…백화점매출 2주새 40%↓

•   매경: 삼성·TSMC, `반도체 첨단 패키징` 격돌

•   한경(P1): 中企 보호한다며 대기업 막자 중국만 신났다…드러난 민낯

•   한경: 대기업 처벌 더 세졌다…시장진출 막는 '3종 규제'

•   한경: 리쇼어링 지원, 中企에 집중…대기업 '빈손 유턴'

•   한경(P1): 정은경의 간절한 호소 "2단계 효과 있었다…이번주만 버텨달라"

•   한경: 똘똘한 한 채'는 불패…개포지구 84㎡ 30억 찍었다

•   한경: "30대, 영끌 대신 분양 기다리라"는 김현미

•   한경: 공정위 압박에…총수 일가 지분율 낮아져

※   공정위: 2020년 공시대상기업집단 주식소유현황 정보공개

•   한경: 한은 "코로나 충격으로 총근로시간 4.6% 줄어"

※   한국은행: 코로나19의 노동시장 수요·공급 충격 측정 및 평가

•   한경: 코로나 재확산에…2차 고용대란 '폭풍전야'

•   한경: 코로나 사태로 기업대출 증가…은행 BIS 비율, 3분기 연속↓

•   한경: 국내선 '재 뿌려진' ESS…해외선 '불꽃 수주'

•   서경(P1): 새벽배송 마비...코로나發 물류대란 오나

•   서경(P1): 삼성, 트리플 리스크에 빠지다

•   서경: 엔비디아 등 공격투자 나서는데...삼성은 검찰·국회에 발목

•   서경: 전경련 "상법·공정거래법 통과땐 일자리 23만개 사라질 것"

•   서경: 삼성생명 보유한 전자 지분 23조 팔면...그룹 지배구조 흔들·법인세만 5조 낼판

•   서경(P1): 당정, 특단의 민생대책 나온다

•   서경: 이낙연 "대책내용, A4로 4~5장 된다" 추석 대규모 지원 예고

•   서경: 5% 상한' 예외라 해놓고 "안된다"...'특별법'보다 센 막강 '임대차법'

•   서경: “큰 정부로 바뀌는 韓, 경제 자율성은 하락 중”

•   서경: 5대 금융 '한국판 뉴딜' 지원군으로 뜬다

•   서경: 삼성·LG, IFA서 프로젝터 맞대결···현대차도 미래차 첫선

•   조선: “60세 이상 코로나 치사율, 운전하다 죽을 확률의 50배”

•   조선: 중환자 79명으로 급증... 光州·대전·강원 수용 병상 없어

•   조선: 식당들 “밤 9시 이후 영업말라? 나가달라고 할 손님도 없다”

•   조선비즈: 김현미 입장번복..."대출규제에 감정원 시세 적용, 신중해야"

•   중앙: “소음 스트레스” “일자리 창출” 풍력발전에 두쪽 난 마을

•   중앙: 대안으로 떠오른 해상풍력…파도소리가 소음 잡고 서식 어종 늘어

•   중앙: 세종시도 집값 15억, 실수요자 울린 ‘천도론’

•   문화: 올해 부도업체 160곳·어음 7883억…한은, 中企대출지원 한도 80% 소진

•   문화: 中 사재기에 원자재값 급등… 철강업계 ‘가격 리스크’ 심각

•   국민(P1): 추가 세부담 없다더니… 서울 1주택자도 보유세 오른다

•   서울(P1): “차라리 셧다운이 낫겠어요” 자영업자의 절규

•   서울(P1): [단독] 독감 환자 많은 곳에 코로나 환자도 많다

•   한겨레(P1): 주담대 막히자…전세·신용 등 ‘우회대출’ 작년보다 30조 늘어

•   머니투데이(P1): 경제학자 넷 중 셋 "정부 정책이 집값 상승 부채질"

•   헤럴드경제: “매수·매도 눈치싸움에 매매·전월세 거래 실종…10월 분기점”

•   헤럴드경제: 반전세 계약 ‘14%’…올 최고치 찍었다

•   파이낸셜뉴스(P1): 반짝 떴다 사라지는 정책...금융 망치는 '관치'

•   파이낸셜뉴스(P1): "재벌 금융사 정리할 때" VS. "이중규제 반발 부를 것" [여·야 지상 격돌 공정경제 3법]

•   이데일리(P1): "전국민 재난지원금 책임없는 발언"…이재명에 각 세운 홍남기

•   이데일리(P1): "코로나로 경기 꼬꾸라지는데"…국회, 기업 옥죄기법 남발

•   이데일리: 한달 퇴직금법 등 反기업 입법에 시름하는 기업들

•   이데일리: 국회로 간 공정경제3법…"야당과 합의" 강경모드서 한발 물러선 與

•   이데일리: 경영계 요구 묵살하는 정부·여당에 기업들 망연자실

•   연합: 공기업 해외석탄발전 원칙 정한다…한전 베트남 붕앙2사업은?

•   이투데이: “삼성물산, 한전 추진 베트남 석탄발전소 투자 검토 중단 압박 받아”

•   더구루: 체코, 두코바니 원전 전문가 양성…"건설 인력 5000여명 필요"

•   머니S: [CEO인앤아웃] 박용만 “균형을 유지하는 사람이 리더가 되는 것”

•   reNews: Renewables set power generation records in first half of 2020

•   에너지경제: 차세대 태양전지 개발 활발…붙이고 바르는 것까지 선봬

•   투데이에너지: 서부발전, 문경시 연료전지 구축 참여

•   전기신문: LG화학, 연내 배터리 100GW 추가 증설

•   Equipment Journal: Canada’s first Bobcat dealership acquired by Oaken Holdings

•   Construction Equipment: Bobcat Names New Dealer in Zanesville, Ohio

•   전자신문: 삼성전자, '폴더블 유리' 자체 개발 본격화…코닝과 손잡았다

•   ZDNet Korea: 갤럭시Z폴드2, 전작과 무엇이 달라질까

•   디지털데일리: [DD퇴근길] 더 싼 제품 선호…삼성, 동남아 스마트폰 1위 中에 내줘

•   디지털데일리: ‘엎친데 덮친격’…SK이노베이션, 美 배터리 공장 구축 차질

•   Robotics & Automation News: Investment in agricultural automation increases as farmers look to offset labor shortages

•   Robotics & Automation News: Walmart’s doubling of online sales to boost warehouse robotics sector

•   Robotics Tomorrow: Year-to-Date Numbers Show Decline in Robotics (18%), Machine Vision (8%), and Motion Control (6%) Orders Compared to 2019

•   Robot Report: Mobile robots benefit from pandemic demand, but no universal solution, says study

•   Dronelife: Amazon Delivery Drones: FAA OK’s Prime Air Fleet

•   Nikkei Asian Review: Abe lieutenant Suga and rival Ishiba enter Japan PM race

•   Nikkei Asian Review: Abe's silent nod opened floodgates of support for longtime aide

•   Mainichi: Japan's Kubota opens 1st overseas test farm in Thailand

•   Economic Times: RBI governor rules out stagflation, expects consumer inflation to moderate

•   Livemint: Covid-19 surge not so worrying if serious cases, deaths are low: Experts

•   Business Standard: See rupee trading in the range of 72.50 to 74.50 in the short term'

•   Folha de S.Paulo: With 15,151 New Infections, Brazil Has More than 3.86 Million Cases of Covid-19

•   Moscow Times: Russia Upgrades Economic Outlook on Strong Data

•   Moscow Times: Russia’s Gazprom Reports Massive Profit Slump in First Half

•   Jakarta Post: Retailers rethink expansion plans, focus on digitalization

•   Myanmar Times: Govt targets 6% GDP growth in 2020-21

[Opinions]

•   Project Syndicate(Ian Goldin, Robert Muggah): The COVID City

•   Project Syndicate(Yanis Varoufakis): The Post-Capitalist Hit of the Summer

•   Project Syndicate(Michael Spence): Winners and Losers of the Pandemic Economy

•   Project Syndicate(Simon Johnson): Realizing America’s Anti-COVID Potential

•   Project Syndicate(Willem H. Buiter): The Fed’s Dangerous New Strategy

•   FT(Editorial Board): EU needs a tougher response to Belarus

•   FT(Gideon Rachman): Shinzo Abe and his struggle with Xi Jinping

•   FT(Martin Sandbu): ECB must follow the Fed’s embrace of a second mandate

•   FT(Anantha Nageswaran): Only a shift in labour’s bargaining power can light up US inflation

•   NYT(Paul Krugman): Trump Had One Good Response to Covid-19. His Party Killed It.

•   NYT(Harold Varmus, Rajiv Shah): Ignore the C.D.C. and Expand Testing

•   WP(Paul Waldman): Trump’s strategy: If you feel uneasy enough, you’ll turn to the strongman

•   Bloomberg(Editorial Board): Japan's Shinzo Abe Should Have Been an Even Bolder Prime Minister

•   Bloomberg(Daniel Moss): Fed's Shift on Inflation Gives Asian Central Banks Room to Run Hot

•   Bloomberg(Conor Sen): Consumer Spending Will Shift Abruptly When the Pandemic Ends

•   Bloomberg(Noah Smith): The Pros and Cons of Being a Landlord

•   Bloomberg(Mihir Sharma): India Should Strike Trade Deal With U.S. Before Election

•   Bloomberg(Tim Culpan): China Calls Trump's Bluff on TikTok, Putting U.S. Deal at Risk

•   Bloomberg(Paul Podolsky): Negative Real Rates Aren't Reversing Anytime Soon

•   Bloomberg(Seth J. Frantzman): The Deal With UAE Caps a New Phase of Israeli Diplomacy

•   CNN(Jay Zagorsky): Opinion: What Congress got wrong about calculating the unemployment insurance benefit

•   MarketWatch(Mark Hulbert): The stock market is on a tear, but now comes September, the worst month of the year

•   MarketWatch(Peter Morici): TikTok, WeChat highlight broader high-tech antitrust issues

•   Nikkei Asian Review(Masaharu Tateno): Japan's PM to exit as Abenomics fizzles with goals unmet

Business Intelligence Monitor Weekly 200824~200830

[Reports]

•   IMF: Argentine Government Notifies IMF of Request for New Fund Arrangement

•   IMF: COVID-19: Without Help, Low-Income Developing Countries Risk a Lost Decade

•   IMF: Rethinking Work During and After Lockdown

•   World Bank: Long-run Returns to Impact Investing in Emerging Market and Developing Economies

•   UNCTAD: How nations can structurally transform their economies

•   OECD: GDP Growth - Second quarter of 2020, OECD

•   OECD: International trade statistics: trends in second quarter 2020

•   WTO: WTO issues new report on how COVID-19-related restrictions on cross-border mobility are affecting global trade

•   WTO: WTO issues new report regarding impact of COVID-19 crisis on agricultural trade

•   ADB: The Rise of Robots and the Fall of Routine Jobs

•   BIS: BIS residential property price statistics, Q1 2020

•   BIS: Rise of the central bank digital currencies: drivers, approaches and technologies

•   BIS: Corporate dollar debt and depreciations: all's well that ends well?

•   U.S. Department of Commerce: Commerce Department Adds 24 Chinese Companies to the Entity List for Helping Build Military Islands in the South China Sea

•   USTR: Statement on Call Between the United States and China

•   European Commission: Coronavirus: Commission proposes to provide €81.4 billion in financial support for 15 Member States under SURE

•   European Commission: Coronavirus: Commission expands talks to a fifth vaccine manufacturer

•   European Commission: Coronavirus: the Commission signs first contract with AstraZeneca

•   Fed: Federal Open Market Committee announces approval of updates to its Statement on Longer-Run Goals and Monetary Policy Strategy

•   Fed: Speech by Chair Jerome H. Powell - New Economic Challenges and the Fed's Monetary Policy Review

•   Fed: Considerations Regarding Inflation Ranges

•   Fed: Issues in the Use of the Balance Sheet Tool

•   Fed: Strengthening the FOMC’s Framework in View of the Effective Lower Bound and Some Considerations Related to Time-Inconsistent Strategies

•   Fed: Unemployment Rate Benchmarks

•   Fed: Monetary Policy Strategies and Tools: Financial Stability Considerations

•   Fed: Monetary Policy Tradeoffs and the Federal Reserve’s Dual Mandate

•   Fed: The Federal Reserve’s Review of Its Monetary Policy Framework: A Roadmap

•   Fed: How Robust Are Makeup Strategies to Key Alternative Assumptions?

•   Fed: Issues regarding the Use of the Policy Rate Tool

•   Fed: Monetary Policy and Economic Performance since the Financial Crisis

•   Fed: Alternative Strategies: How Do They Work? How Might They Help?

•   Fed: Distributional Considerations for Monetary Policy Strategy

•   Fed: Intermeeting Rate Cuts as a Response to Rare Disasters

•   Fed: Implementing Monetary Policy in an “Ample-Reserves” Regime: Maintaining an Ample Quantity of Reserves (Note 2 of 3)

•   Fed: The Pandemic’s Effect on the Economy and Banking

•   Fed: Fixed Income Market Structure: Treasuries vs. Agency MBS

•   Fed: Worker Churn at Establishments over the Business Cycle

•   FRBNY: Tracking the Spread of COVID-19 in the Region

•   FRBNY: How Does the Liquidity of New Treasury Securities Evolve?

•   FRBNY: Explaining the Puzzling Behavior of Short-Term Money Market Rates

•   FRBSF: Monitoring the Inflationary Effects of COVID-19

•   FRBSF: Disruptions to Starting a Business during COVID-19

•   St. Louis Fed: What Is the Impact of School Closures during COVID-19 Pandemic? | St. Louis Fed

•   St. Louis Fed: Why the Same Inflation Target May Not Fit All Countries

•   St. Louis Fed: Trade and U.S. Gold Reserves during the Classical Gold Standard Era

•   ECB: Isabel Schnabel: Going negative: the ECB’s experience

•   ECB: Philip R. Lane: The pandemic emergency: the three challenges for the ECB

•   ECB: Philip R. Lane: Interview with CNBC

•   ECB: The international dimension of an incomplete EMU

•   ECB: Convex supply curves

•   ECB: How to estimate a VAR after March 2020

•   ECB: The effect of macroprudential policies on credit developments in Europe 1995-2017

•   RBI: Annual Report for the year 2019-20

•   NBER: Older People are Less Pessimistic about the Health Risks of Covid-19

•   NBER: The Macroeconomic Impact of Europe's Carbon Taxes

•   CEPR: CEPR Discussion Papers 23 August 2020

•   CEPR: Forty-Fourth Issue - Covid Economics: Vetted and Real-Time Papers

•   CEPR: Forty-Fifth Issue - Covid Economics: Vetted and Real-Time Papers

•   NABE: NABE August 2020 Policy Survey

•   World Economic Forum: Global warming: Scientists 'stunned' by how much ice we've lost

•   World Economic Forum: Global warming: This is how much ice melted on Earth in 23 years

•   World Economic Forum: Could electric vehicles pose a threat to our power systems?

•   World Economic Forum: COVID-19: How can we make enough vaccine for 2 billion people? | World Economic Forum

•   World Economic Forum: Digital Trade in a Post-COVID World

•   World Economic Forum: These are the 10 places that rely most on tourism for jobs

•   World Economic Forum: The Great Reset: How cities are leading the energy transition

•   World Economic Forum: Could copper help fight COVID-19? Three lessons from Chile

•   World Economic Forum: A top economist shares 3 ways leaders can help economies recover

•   World Economic Forum: How can impact investors balance the green energy equation?

•   Brookings: What can Trump do to eke out a victory in the electoral college?

•   Brookings: A more inclusive employment mandate

•   Brookings: What’s next for Japan after Abe’s resignation?

•   Brookings: Wages and GDP lost due to COVID-19 school closures

•   Brookings: Did CARES Act benefits reach vulnerable Americans? Evidence from a national survey

•   Brookings: What to expect from a second Trump-Pence term on regulation, antitrust, online hate, and China

•   Brookings: China’s digital currency will rise but not rule

•   Brookings: Michael Spence on US-China competition and Industry 4.0

•   Brookings: Will Trumpism change Republican foreign policy permanently?

•   Brookings: Hutchins Roundup: Asset prices, poverty rates, and more

•   CSIS: The Greater Middle East: From the “Arab Spring” to the “Axis of Failed States”

•   CSIS: Global Economics Monthly, August 2020

•   CSIS: Understanding the WTO Director-General Selection Process

•   CSIS: Shinzo Abe’s Decision to Step Down

•   CSIS: Dual Circulation and China’s New Hedged Integration Strategy

•   CSIS: How Will a Central Bank Digital Currency Advance China’s Interests?

•   38 North: Is Seoul Prepared to Join a Five Eyes Plus Framework?

•   McKinsey:India’s turning point: An economic agenda to spur growth and jobs

•   McKinsey:COVID-19 and climate change expose dangers of unstable supply chains

•   McKinsey:Coronavirus' business impact: Evolving perspective

•   KPMG:KPMG 2020 CEO Outlook: COVID-19 Special Edition

•   IEA: Key World Energy Statistics 2020

•   WNA: Nuclear generation nears record high

•   Wood Mackenzie: Green hydrogen costs to fall by up to 64% by 2040

•   IDC: Global Smartphone Shipments Expected to Drop Nearly 10% in 2020, But a Strong 5G Push Is Expected to Bring the Market Back to Growth in 2021, According to IDC

•   IDC: Africa's Smartphone Market Proves Resilient to Impact of COVID-19, but Feature Phone Shipments Decline

•   Gartner: Gartner Says Global Smartphone Sales Declined 20% in Second Quarter of 2020

•   Strategy Analytics: Xiaomi smartphone models remain on top in India despite major market decline

•   Strategy Analytics: Significance of the Japan Display-Sharp Smartphone LCD Plant Sale

•   Counterpoint: realme’s SEA smartphone shipments grew fastest in Q2 at 141% YoY, despite a declining market

•   Counterpoint: Smartphone ODMs See 12% YoY Growth in 1H 2020 Under Severe Market Headwinds

•   IHS Markit: Engineering and Construction Costs Continue to Contract in August, IHS Markit Says

•   IHS Markit: Just Short of Normal: World Oil Demand Expected to Plateau Just Below Pre-COVID Levels Following Record Pace of Recovery

•   DRAMeXchange: 【Market View】Smartphone Production Registers Largest YoY Drop on Record with 16.7% Decline in 2Q20, Although Rebound in 2H20 Appears Likely, Says TrendForce

•   DRAMeXchange: 【Market View】NAND Flash Revenue Rises 6.5% QoQ in 2Q20 Due to Pandemic-Induced Demand Growth for Cloud Services, Says TrendForce

•   IPC: IPC Releases PCB Industry Results for July 2020

•   IFR: The State of the Global Robotics Industry

•   한국은행: 해외경제 포커스(제2020-33호)

※   글로벌 이슈: 중국경제의 조기 회복배경 및 지속가능성 점검

•   한국은행: 코로나19 팬데믹의 글로벌 가치사슬에 대한 영향 및 시사점

•   한국은행: 2020년 7월중 거주자외화예금 동향

•   한국은행: 2020년 8월 소비자동향조사 결과

•   한국은행: 2020년 8월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: [보도자료] 2020년 7월 무역지수 및 교역조건

•   한국은행: 통화정책방향(2020.8.27)

•   한국은행: 경제전망(2020.8월)

•   한국은행: 2020년 2/4분기중 거주자의 카드 해외 사용실적

•   한국은행: [보도자료] 2020년 7월중 금융기관 가중평균금리

•   한국은행: [보도자료] 한국은행, 「중앙은행 디지털화폐 파일럿 시스템 컨설팅」 사업 추진

•   국제금융센터: [글로벌] 주간 Global Opinions(8. 17~21)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.24)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(8.24)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.25)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.26)

•   국제금융센터: EU 회복기금의 채권시장 영향 및 시사점

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.27)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.28)

•   국제금융센터: [주간] 잭슨홀 회의 이후 美 통화정책 불확실성 일부 해소

•   국제금융센터: 연준의 장기목표 및 통화정책 전략 리뷰 결과 평가

•   국제금융센터: [유럽] 코로나19 2차 확산 우려 속 생산, 고용 피해 우려

•   국제금융센터: 코로나19로 인한 신흥국 경상수지 영향 점검

•   국제금융센터: 중국, 투자 위주의 성장 지속 가능성 점검

•   국제금융센터: [은행] 코로나19 이후 신흥국 은행 자산운용 동향

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식에서 채권으로 이동

•   kotra: 인도 비즈니스 환경의 강점과 코로나19 이후 제조업 경쟁력 강화

•   kotra: 조바이든 2020년 美 대선 공약과 과거 민주당 정책안

•   kotra: 中 대외개방을 위한 20개 제품의 '세금감면 중단' 폐지 발표

•   kotra: "제2의 테슬라는?" 美 전기차시장 박차 가한다

•   kotra: 남아공 인프라 건설산업 정보

•   kotra: 중국 산업 인터넷 - 산업 업그레이드의 돌파구

•   kotra: 3개 바다 이니셔티브, 중동부유럽 12개국 인프라 개발 박차

•   kotra: 독일, 자동차산업 친환경∙디지털 전환 동향

•   통계청: 2020년 6월 인구동향(출생, 사망, 혼인, 이혼)

•   통계청: 2020년 1분기(2월기준) 임금근로 일자리동향

•   통계청: 2019년 건설업조사 결과(잠정)[공사실적 부문]

•   통계청: 2019년 인구주택총조사 등록센서스 방식 집계결과

•   대외경제정책연구원: 국제사회의 SDGs 이행성과와 코로나 이후 한국의 ODA 정책과제

•   EMERiCs: [이슈트렌드] 싱가포르, 고용 확대 위해 기업과 개인 동시 지원

•   EMERiCs: [이슈트렌드] 태국, 개혁 요구 시민 운동 재 확산

•   EMERiCs: [전문가오피니언] 중국의 대 러시아 천연가스 수입과 ‘시베리아의 힘’ 2기 가스관 건설 논의

•   EMERiCs: [이슈트렌드] 남아공 경제, 회복 징후에도 불구하고 여전히 부정적 전망

•   EMERiCs: [이슈트렌드] 코로나19와 저유가로 순이익 급락한 사우디 아람코, 조직 개편과 사업 재검토 추진

•   EMERiCs: UAE, AI·디지털 경제 발전 계획 추진

•   EMERiCs: [이슈트렌드] 베네수엘라, 미 대선 불똥...한층 강화된 경제 제재

•   EMERiCs: [이슈트렌드] 중남미 국가들, 코로나19 백신 확보 전쟁... 자체 백신 개발 노력은 미미

•   EMERiCs: [전문가오피니언] 중미(Central America)지역의 코로나19 선도적 대응과 함의

•   EMERiCs: [전문가오피니언] 코로나19 위기와 유럽통합: 중동부유럽을 중심으로

•   EMERiCs: 新 철도계획 출범, 中 인구 50만 도시 ‘고속철 시대’ 도래

•   EMERiCs: 中 대외무역·외자 안정 위한 문건 재출범, 노동집약형 기업 지원 확대

•   EMERiCs: 회복세 지속한 中 7월 경제, 안심은 시기상조

•   EMERiCs: 미국의 중국 IT산업 제재: 배경과 시사점

•   EMERiCs: 중국의 전기차 굴기와 리튬 그레이트 게임

•   EMERiCs: 트럼프의 재선, 바이든의 선출과 미국의 대 중국 정책의 향방

•   EMERiCs: 미중 경제 패권 경쟁과 시사점

•   EMERiCs: 미중 21세기 세계경제 주도권 쟁탈전: 희토류 패권경쟁

•   국제무역연구원: 코로나 공존시대, 주요국의 국가 어젠다와 경제혁신 전략

•   수출입은행 해외경제연구소: 20 월간 국내외 거시경제 동향 8월호

•   수출입은행 해외경제연구소: ICT 산업 2020년 2분기 동향

•   수출입은행 해외경제연구소: 2020년 상반기 해외건설산업 동향

•   산업연구원: KIET 산업경제 2020년 8월

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제20-17호)

•   LG경제연구원: 애플 매장의 진화, 스토어(Store)에서 스퀘어(Square)로

•   현대경제연구원: COVID-19 충격의 경제 부문별 영향과 시사점

•   현대경제연구원: 2020년 한국 경제 수정 전망

•   조세재정연구원: 재정포럼 2020년 8월호(제290호)

•   국회예산정책처: 2020 조세수첩

•   국회예산정책처: NABO 경제·산업동향 & 이슈 (제8호)

•   국회입법조사처: EU 경제회복기금 합의：향후 전망과 우리나라에 대한 함의

•   국회입법조사처: [현안브리핑 제20호] 코로나19 대응 국내·외동향

•   하나금융경영연구소: 하나금융포커스 [제10권 18호]

•   KB: 2020.8월 『[월간]KB주택가격동향』조사결과

•   우리금융경영연구소: 우리카드 빅데이터를 활용한 코로나19 이후 소비패턴 변화 분석 - 8월 Industry Watch

•   KDB미래전략연구소: 주간 KDB리포트(2020.8.24)

•   IBK경제연구소: 730호 : 알약 대신 앱 처방, 디지털 치료제의 등장

•   건설산업연구원: 건설동향브리핑 771호

•   외교안보연구소: 이스라엘·UAE 평화협정(아브라함 협정)의 함의

•   국가안보전략연구원: 북한 제8차 당대회 개최, 의도와 전망

•   국가안보전략연구원: 김정은의 ‘자기부정 리더십’과 경제정책 수정 가능성 : 완충에서 단절로, 속도에서 균형으로

•   대한상의: 대한상의-산업부 샌드박스, 11건 서면 승인

•   전경련: 미국의 규제감축 성공요인 분석

•   전경련: 한국 경제자유지수 장단기 추이 분석

•   한국경제연구원: 브레이크 걸린 제조업 생산능력, 국내 고용 발목 잡아

•   한국경제연구원: 코로나19 수출위기, 경제영토 넓힌 글로벌 금융위기 사례 배워야

•   경총: 경총, '근로자퇴직급여보장법 일부개정법률안'에 대한 경영계 의견 제출

•   경총: 2021년 건강보험료율 결정에 대한 경영계 공동 성명

•   경총: 상법‧공정거래법 국무회의 의결 관련 경총 코멘트

•   NICE신용평가: BBB등급 채권시장 살리기

•   NICE신용평가: 2020년 2분기 부도기업 분석

•   NICE신용평가: 2020년 2분기 장기신용등급 변동현황 분석

•   한국기업평가: 2020년 2/4분기 부도기업 분석

•   한국기업평가: 2020년 상반기 신용등급 변동현황 분석

•   한국기업평가: [삼성그룹] 반도체의 파고(波高)에도 견고한 재무안정성

•   한국기업평가: [현대중공업그룹] 높아지는 조선부문 회복의 중요성

•   한국기업평가: [두산그룹] 재무개선 방안 추진 중 - 가시적인 성과를 보여야 할 때

•   DIGIECO: 글로벌 IT 업체 동향

•   기재부: [보도참고] 2020.8.25.(화) 매일경제(가판), 「사내유보금 많은 中企 ‘세금폭탄 공포’」 기사 관련

•   기재부: [보도자료] 2020년 세법개정안 정부안 확정

•   기재부: 제4차 부동산시장 점검 관계부처회의 개최

•   기재부: 15차 비상경제 중앙대책본부 회의 개최

•   기재부: [보도참고] 2020.8.31.(월) 매일경제(가판), 「중견 건설사까지 유보소득세 ‘덫’」 기사 관련

•   산업부: 산업융합 규제 샌드박스, 동일·유사안건 신속처리(Fast-Track)로 샌드박스 승인을 더욱 빠르게!

•   산업부: (참고자료)원전해체연구소’법인 설립, 원전해체산업 기술혁신 주도 예상

•   국토부: 수도권 127만호 중 경기남부ㆍ인천에 58만 … 내년까지 18만호 공급

•   국토부: 7월 주택 인·허가 4.0만 호, 착공 6.0만 호, 분양 5.9만 호, 준공 5.8만 호

•   금감원'20.6월말 국내은행의 부실채권 현황[잠정]

•   금감원20.7월중 기업의 직접금융 조달실적

•   공정위: 하도급법 개정안 입법예고

•   공정위: 공정경제 3법 제·개정안 국무회의 통과

[Magazines]

•   Economist: What Putin fears - Russians and Belarusians are tired of backwards-looking autocrats

•   Economist: A cold coming together - The uprising in Belarus and the poisoning of Alexei Navalny

•   Economist: Integrity theatre - Mexico’s president shows how not to handle a scandal

•   Economist: A pandemic of psychological pain - How to reduce the mental trauma of covid-19

•   Economist: After Abe - Who will replace Abe Shinzo after his resignation owing to illness?

•   Economist: Self-strangulation - As natural disasters strike, North Korea cuts itself off

•   Economist: Banyan - Politics is spreading covid-19 in Indonesia and the Philippines

•   Economist: Lexington - Hail to the king

•   Economist: Charlemagne - The Pampers index: what nappy prices reveal about Europe

•   Economist: Generation rent grows up

•   Economist: Delivery Hero is Germany’s newest blue chip

•   Economist: Lit - Businesses compete to battle California’s blackouts

•   Economist: Big fish - In twenty years, exchanges have gone from clubby firms to huge conglomerates

•   Economist: Ant Group IPO filing shows its might

•   Economist: Exit bruiser - Phil Hogan, Europe’s trade commissioner, resigns

•   Economist: The high-rise life - Efforts to rein in house prices are fuelling discontent in Seoul

•   Economist: Buttonwood - For fixed-income investors, hell is other bondholders

•   Economist: Psychological scars of downturns could depress growth for decades

•   Economist: Buck up - Global trade’s dependence on dollars lessens its benefits

•   Economist: Robotics - Robots that can walk are now striding to market

•   Economist: The coronavirus pandemic - Anti-covid-19 medicines are being approved too easily

•   Forbes: New Apple Leak Reveals iPhone 12 Design Shock

•   Forbes: Could The U.S. Automobile Fleet Run On Wind And Solar Power?

•   Forbes: What Happens To The Phase One China Trade Deal If Biden Is President?

•   Forbes: 4 Steps Retirees Can Take In Response To The Fed’s New Policy

•   Forbes: New Apple Leak Reveals iPhone 12 Release Shock

•   Forbes: Does The U.S. ‘Have Hand’ Over China?

•   Forbes: Sorry America, But The Second Stimulus Check May Not Happen After All

•   Forbes: The Fed Uncaps Its 2% Inflation Target With Most Costs Above That Already

•   Forbes: The Coronavirus Has Shown That Manufacturers Need A Stronger Focus On Their Customers

•   Forbes: Why China Will Not Save Huawei From Trump’s Devastating New Blow

•   Fortune: Tesla has a business model problem: It can never justify its current stock price simply by making cars

•   Fortune: S&P 500 just had a 'perfect week'—which is making lots of investors nervous

•   Fortune: China semiconductor imports will cost $300B as US squeezes chip supply

•   Bloomberg Businessweek: New Study Suggests Polls Are Missing Shy Trump Voters

•   Bloomberg Businessweek: ESG Investors Find Diversity Data Hard to Come By

•   Time: Jamie Dimon: Unless We Change Capitalism, We Might Lose It Forever

•   Atlantic: This Is How Biden Loses

•   Atlantic: I'm Optimistic We Will Have a COVID-19 Vaccine Soon

•   Atlantic: ‘America First’ Enters Its Most Combustible Moment

•   Foreign Policy: Southeast Asia is Ground Zero in the New U.S.-China Conflict—and Beijing Is Winning, According to Murray Hiebert in ‘Under Beijing’s Shadow’

•   Foreign Policy: For Great Powers, It’s Domestic Policy, Not Foreign Policy, That Matters Most

•   Foreign Policy: Biden Wants to Bury the Clinton Era’s Neoliberalism

•   Foreign Policy: Argentina’s Economy, Already Suffering, Crumbles Under COVID-19 Lockdowns

•   Foreign Policy: China Isn't an Existential Threat to the United States

•   Foreign Policy: South Korean Real Estate Prices Are a Bigger Political Threat Than North Korea

•   Foreign Policy: Shinzo Abe Leaves Office With Many Victories but Little Popularity

•   Foreign Policy: North Korea Will Never Swap Its Nuclear Guarantee for Chinese Promises

•   Barron's: Clean Energy Index Hits 9-Year High as Investors Bet on Biden

•   Barron's: Don’t Panic Over Covid-19 Reinfection Report, Expert Says

•   Barron's: Higher-Income Americans Lean Biden on Economy and Trump on Personal Finance. What Will Decide Their Vote?

•   Barron's: Why the FDA, Lobbying, and American Neoliberalism Go Hand-in-Hand

•   Barron's: The FDA Is Supposed to Face Political Pressure. It’s Not Supposed to Buckle.

•   Barron's: The Fed Should Prepare for Steep Climb at a Virtual Jackson Hole

•   Power Magazine: 5 Things You Didn’t Know About Hydropower

•   Windpower Monthly: Offshore pipeline puts China in pole position for sector leadership

•   Windpower Monthly: SGRE climate targets align with 1.5C Paris pact

•   Nature: The coronavirus is most deadly if you are older and male — new data reveal the risks

•   Nature: The unequal scramble for coronavirus vaccines — by the numbers

•   Nature: China’s plan to cut coal and boost green growth

•   매경이코노미: 인사 혁신 단행하고 새판 짜는 롯데그룹

•   매경이코노미: 롯데 비즈니스 얼마나 위태롭기에…‘유통공룡’ 옛말…흑자 내기도 버겁다 효자사업 화학? 코로나 충격에 휘청

•   매경이코노미: 유통공룡 안 거치고 직접 판매 ‘D2C(Direct to Consumer)’를 아십니까

•   한경비즈니스: 시작된 전기차 배터리 전쟁, 선두 탈환 위해 속도내는 유럽 [글로벌 현장]

•   한경비즈니스: 강남 불패론 vs 강남 필패론…어느 쪽에 베팅할까

•   이코노미조선: 쌀 대신 ‘벼농사 기술’ 수출하는 시대 온다…식량 자급 허상 버리고 식량 산업 경쟁력 초점 맞춰야

•   이코노미조선: Infographic 국제 식량 가치사슬 들여다보기

•   이코노미조선: 톱 7 기업에 좌우되는 세계 식량 시장 ‘ABCD’ 등 글로벌 대기업에 한국은 ‘식량 잠식’ 상태

•   주간조선: 올 것이 왔다! 인플레이션 비상… 세 가지 물가지수 동시 급등

•   이코노미스트: [장마에 폭염, 추석 제사상이 두렵다] ‘기후위기’에 노출된 농산물 가격 변동 자주 반복되고 더 심해진다

•   이코노미스트: [‘100년 호시절이 진다’ 변화 절실한 정유업계] 당장은 코로나19 탓하지만 ‘영광 끝났다’ 위기감

[Books]

•   FT: Contested future: What next for the west?

•   매경: 미증유의 경제위기…옛 현인에게 묻다

•   매경: 미친 부동산 시대 내집 마련…`부동산 어벤저스` 8인의 조언

•   한경: [주목! 이 책] 중국몽의 추락

•   한경: [책마을] '슈퍼 메이저리거'엔 충성고객 있다

•   서경: 부동산 약탈 외면하는 진보좌파는 가짜다

•   서경: [책꽂이-균형의 시대]경제와 복지는 하나···양극화 해법 '웰페어노믹스'

•   서경: [책꽂이]잘못된 정책 펴면 경제는 역행한다