Business Intelligence Monitor 200804

(Introduction)

[Markets]

•   Global: Dollar, equities gain on upbeat data, Microsoft

※   Shares gain as tech shines on Microsoft-TikTok talks

※   Nasdaq ends at record closing high

※   Manufacturing rebound lifts oil, global equities

※   Gold reaches new peak, eyes $2,000 level

※   Dollar gains but still in downward draft

※   Macro 백업표

※   Industry 백업표

•   China: China tech stocks rally as investors bet on decoupling with US

•   한국: 코스피 개인 매수에 2,250대 강보합…코스닥은 1.5% 급등

•   한국: 테슬라·LG화학 겹호재…2차전지株 `들썩`

•   한국: 전세계 弱달러인데…원·달러 환율만 두달째 박스권

•   한국: "코로나19 쇼크, 더 오래간다"…국고채 금리 연일 '사상최저'

•   Metals: Copper rebounds from three-week low on strong China data

•   Grains: U.S. wheat futures fall on U.S. export woes; corn, soybeans firm

•   DRAM: 반도체 암운···D램 현물가 넉달새 30% 뚝

[Indicators]

•   글로벌 6월 조강생산: ‘코로나’에 글로벌 철강 생산 9% ‘뚝’… 韓은 12% 감소

•   US·Europe·Asia Jul. Manufacturing PMI: Global Factories Increase Production but Overseas Demand Remains Soft

•   US Jun. Construction spending: Construction spending falls to one-year low in June

•   US Jul. Equipment manager confidence index: Equipment Manager Confidence Holds Steady

•   한국 7월 주택가격: 전국 집값 10년 만에 최대 상승…서울 '노·도·강'도 신고가 행진

•   한국 7월 5개사 자동차 판매: 완성차 5社, 총 58만대 판매…수출 둔화로 9% 줄었다

•   한국 7월 건설기업 경기실사지수: 여름철 공공공사 발주 부진 탓…건설경기지수 4개월 만에 하락

•   Japan Q1 GDP(final): Japan's GDP fall of 2.2% in Jan.-March unchanged in revised data

•   Japan Jul. Car sales: Japan new car sales fall 13.7% in July, at slower pace amid pandemic

•   Indonesia Jul. CPI: Inflation drops further in July, sustaining decades-low downward trend

•   Vietnam Jul. ndustrial production: Industrial production expands at the lowest rate in many years

•   Chile Jun. Economic activity index: Chile economic activity down 12.4% in June during pandemic; mining grows

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Says U.S. Should Get Slice of TikTok Sale Price

•   WSJ: With Potential TikTok Deal, Microsoft CEO Satya Nadella Looks to Expand Audience

•   WSJ: Microsoft’s Talks to Buy TikTok’s U.S. Operations Raise Ire in China

•   WSJ: Covid Supercharges Federal Reserve as Backup Lender to the World

•   WSJ: Democrats, White House Upbeat After New Talks on Coronavirus Aid Bill

•   WSJ: Newsletter: Truth and Consequences

•   WSJ: Apple Faces $1.4 Billion Lawsuit in China in Siri Patent Fight

•   NYT: Scientists Worry About Political Influence Over Coronavirus Vaccine Project

•   NYT: Small Businesses Got Emergency Loans, but Not What They Expected

•   WP: As Trump leans into attacks on mail voting, GOP officials confront signs of Republican turnout crisis

•   WP: Coronavirus vaccine: Confusion, lack of communication, could hamper distribution

•   FT: US chip industry plots route back to homegrown production

•   FT: UK government confirms £900m for ‘shovel-ready’ projects

•   FT: Coronavirus surge slows in US south and west

•   FT: Ecuador clinches $17.4bn debt deal with bondholders

•   FT: Fatigue plagues thousands suffering post-coronavirus symptoms

•   FT: Erdogan gambles on fast recovery as Turkey burns through reserves

•   FT: Rising housing costs eliminate UK’s regional income gap, study shows

•   FT: Indian Oil predicts recovery to pre-Covid levels only by year-end

•   FT: High-speed Covid-19 tests to be rolled out across UK next week

•   Bloomberg: Trump’s TikTok Assault Opens New Front in Tech War With China

•   Bloomberg: August Rains Hold Key to India’s Recovery After Erratic Monsoon

•   Bloomberg: Fragile U.S. Rebound At Risk With Government Aid in Limbo

•   Bloomberg: Extension of Jobless Benefits to Buoy Growth, Fed’s Kaplan Says

•   Bloomberg: Fed Officials Talk Up Urgency of Fiscal Aid as Lawmakers Bicker

•   Bloomberg: Trump Orders Limits on U.S. Contractors’ Use of Foreign Workers

•   Bloomberg: Export Engine Lights Flash Signs of a Long, Slow Recovery

•   Bloomberg: Bundesbank Will Continue Bond Buying as German Court Spat Ends

•   Bloomberg: Fed Headed for a Clash With Hedge Funds, Other Shadow Banks

•   Bloomberg: Dollar Sends Warning That U.S. Is Losing Its Grip on the Virus

•   Bloomberg: BOE to Keep Backing Stimulus Even as Splits Emerge on Economy

•   Bloomberg: South Korea and Japan Flap Could Hit Trump’s Plans on China

•   Bloomberg: Argentina, Creditors Inch Closer to $65 Billion Debt Deal

•   Bloomberg: Europe Resists TikTok Ban as U.S. Advances China Tech Crackdown

•   Bloomberg: Global Coal Power Falls for First Time Even as China Builds More

※   Global Energy Monitor: Analysis: The global coal fleet shrank for first time on record in 2020

•   Bloomberg: South Africa News: Eskom Seeks to Recover Diverted Funds From Former Executives

•   Reuters: Fauci says states seeing surge in COVID-19 cases should reconsider some lockdown measures

•   Reuters: ADB sees pandemic slashing 2020 global remittances by over $100 billion

•   Reuters: Latin America sees coronavirus records tumble as cases near 5 million

•   Reuters: UK signs deal with Wockhardt to boost vaccine manufacturing process

•   Reuters: Samsung crafts India comeback as anti-China wave surges

•   Reuters: China's ByteDance to consider international HQ for TikTok, outside U.S.

•   CNBC: WHO says no 'silver bullet' to coronavirus and 'there might never be'

•   CNBC: ‘Europe’s last dictator’ battles coronavirus, mass protests and suspected Russian mercenaries to stay in power

•   CNBC: UAE becomes first Arab country to launch local nuclear energy program

•   CNBC: Oil: OPEC+ is facing a 'very delicate, fragile balancing act'

•   CNBC: Trump says U.S. may have coronavirus vaccine 'far in advance' of end of the year

•   CNBC: As coronavirus cases rise, Africa's economic recovery hangs in the balance

•   CNBC: The record-setting jobs comeback looks like it could be coming to an abrupt halt

•   CNBC: US, China must 'step up' to lead the world during the coronavirus crisis

•   CNBC: Trump says nationwide lockdown would ‘ultimately inflict more harm than it would prevent’

•   MarketWatch: The stock market could be facing ‘multiple decades’ of ‘deleterious’ economic after-effects, analyst warns

•   MarketWatch: A 10% selloff in the stock market is most likely, says expert who called March lows: 'Something has to give'

•   MarketWatch: Here’s where things stand on the extra $600 a week in unemployment benefits that expired on Friday

•   SCMP: The next US-China battleground: Chinese dams on the Mekong River?

•   SCMP: Brazil miner Vale looks to meet China’s appetite for iron ore with new port

•   SCMP: Manila’s new lockdown as Duterte accuses doctors of seeking ‘revolution’

•   Global Times: FactBox: Who Bears the Brunt of A Souring China-US Relationship?

•   매경(P1): 전세거래 급감…`월세 시대` 닥친다

•   매경: 월세 사는 좋은 세상?…전세서 월세전환땐 月비용 1.6배로 늘어

•   매경: 임대차법·분양가상한제·토지거래허가…쏟아지는 규제에 임대차시장 `카오스`

•   매경(P1): [단독] 민간재건축도 고밀도개발…정부 공급대책 4일 발표

•   매경: 강남·여의도 고밀개발도 검토…10만가구+α 추가로 나온다

•   매경: [VIEW POINT] 더 고단해지는 셋집살이…獨·佛처럼 집주인이 면접?

•   매경: 부동산민심 못읽는 與의 자화자찬…"서민들은 임대차법 환영"

•   매경(P1): 産銀 `아시아나 재실사` 거부…"현산, 12일이전 인수 결정을"

•   매경(P1): [단독] "한국GM 정규직화에 3500억원 필요"

•   매경: 車 정규직 유지도 버거운데…곳곳서 `비정규직 직고용` 압박

•   매경: 반짝 효과 그친 재난지원금…6월 카드론도 11% 늘어나

•   매경: 현대중공업, LNG선 최대12척 수주 `잭팟`

•   매경: 도시가스로 수소 양산…수소충전소 확대 청신호

•   매경: K배터리 돌풍…1년새 점유율 2배↑

•   한경(P1): [단독] 빚 독촉은 막고 빚 탕감은 쉽게…또 금융 포퓰리즘

•   한경(P1): 日 징용기업 자산매각 '초읽기'

•   한경(P1): 與 '부동산·공수처 후속법' 법사위 단독 처리

•   한경(P1): 국세청, 외국인 부동산 세무조사

•   한경: 외국인 매입 주택 수도권이 75%

•   한경: 신들린 개미…박스권에 사서 뉴스에 팔았다

•   한경: "공공주택 의무화한 재건축…집주인들 선뜻 나서겠나"

•   한경: 삼성 이미지센서 '눈부신 추격'…소니와 격차 확 줄였다

•   한경: 분양가상한제 앞두고 '밀어내기'…8월 분양 42% 늘어

•   서경(P1): [단독] ‘임대료 5%'조차···세입자 거부 땐 한푼도 못 올린다

•   서경: [단독] "이럴거면 전월세 5% 상한 왜 만들었나"..."자연스러운 일" 정부는 뒷짐

•   서경(P1): 정책펀드 동원령'···"NO"한 시중은행

•   서경: 툭하면 손벌리는 정부에 은행들 '부글'

•   서경: 기득권에 막힌 노동개혁...결국 '취업 빙하기 세대' 눈물로

•   서경: 비대면·유연근무 일상화...변화 기로에 선 '공장시대 노동법'

•   서경: 뿌리 깊은 불신의 골에...정부·법원만 쳐다보는 노사관계

•   서경: [창간기획] "달러화, 내년까지 30% 넘게 하락···美 더블딥 가능성도"

•   서경: [창간기획] "弱달러 수혜, 위안화 아닌 유로화"

•   서경: “취득세율12% 인상근거 불명확”···국회 전문위원도 지적

•   서경: 세계 車산업 '코로나 쇼크' 피해가지 못한 부품사들

•   서경: [시그널] 두산인프라코어 매각, 현대重그룹 참여 저울질

•   서경: ‘한국형 뉴딜’정책 추진에 탄력받는 LS 태양광사업

•   조선(P1): "정부 말 믿고 임대사업, 돌아온건 세금지옥"

•   조선: 같은 아파트에 누구는 6억, 누구는 10억에… 전세 이중가격 시대

•   조선: 신재생에너지 비용부담이 커지자… 한전, 原電 전력구입 다시 늘렸다

•   조선비즈: [수소경제] 마라도에 마스크 배송한 수소드론… 해상 사고에도 투입

•   조선비즈: 5G로 더 정교해진 지능형 로봇… 세계 곳곳서 방역 일선 활약

•   동아(P1): 홍남기 “2025년까지 공공임대 240만호 확보”

•   동아(P1): 김현미 ‘4% 전월세전환율’ 하향조정 시사

•   동아: 日 “일본내 韓정부-기업 자산 압류 검토했다 포기”

•   동아: 자산압류-광복절-지소미아… 8월 한일관계 지뢰밭 걷는다

•   문화(P1): “장애딸 치료 위한 병원 근처 이사 좌절”… 거리투쟁 나선 엄마

•   문화: 상반기 실업급여 112만여건… 벌써 지난해의 77%

•   문화: 美-中분쟁 · 후발주자 추격 · 가격하락… 반도체 하반기 ‘3중고’

•   문화: < ICT >1회 충전에 800㎞… 한·독·일, 전고체 배터리 ‘삼국지’

•   문화: 현대차, 수소에너지 ‘4륜 질주’

•   한국(P1): 전세 종말론? 현장선 “갭투자 쌓여 월세로 급전환 쉽지 않다”

•   한국(P1): WTO 회의서 일본 편 든 美 “수출규제는 안보조치”

•   머니투데이: "8만원 간다"는 삼성전자, '골든크로스' 그렸다

•   머니투데이: 반중정서' 물결타고…삼성전자, 인도에서 '급성장'

•   헤럴드경제(P1): 넘치는 돈 ‘부동산 버블’로?…日 전철 밟나

•   헤럴드경제(P1): “文정부 서울아파트값 年상승률, 李·朴정부의 12배”

•   헤럴드경제: “풀어도 안도는 돈…생산적 투자처 유도하며 유동성 회수 나서야”

•   헤럴드경제: ‘정치판’ 된 기안기금…기업들 “조건 까다롭다” 주저

•   헤럴드경제: “코스피 ‘ 2400’ 넘볼 것…미국대선이 변수”

•   파이낸셜뉴스(P1): 규제법안 두달새 217개…'입법 독주'에 기업이 떤다

•   파이낸셜뉴스: 공정위는 과징금, 검찰은 기소 남발… 기업 옥죄기'한통속' [전방위 기업 때리기]

•   파이낸셜뉴스: 집값 광풍에… 전세자금 대출 잔액 한달새 6조 늘었다

•   파이낸셜뉴스: "공급 풀어야" vs "종부세 완화"… 부동산 해법 못찾고 ‘백가쟁명’식 논의

•   아시아경제(P1): 하루 6건꼴 규제법안…'기업'하기 힘든 '규제민국'

•   아시아경제: 反기업법 쏟아내는 巨與의 독주…재계 "막을 방법이 없다"

•   디지털타임스(P1): 韓제품 대상 무역규제 222건 5년來 최대… 보호무역 확산

•   이데일리(P1): 권한만 있고 책임없는 소수주주가 늘 선(善)은 아니다

•   이데일리: "상법 개정안, 소수주주권 남용 견제장치 마련해야"

•   이데일리: 韓기업 절반 "홍콩보안법, 비지니스에 부정적 영향"

•   이데일리: 산업계 日 2차 보복시, 타격 품목 적지 않아... 상징적 차원에 불과

•   이데일리: 일본제철 자산 압류해도 매각결정 별개…보상까진 첩첩산중

•   이데일리: 삼성·SK, 국내 반도체 생태계 조성에 박차

•   이데일리: 훈훈한 어닝시즌…증권가 목표가 상향 줄잇는다

•   이데일리: "주가 너무 올랐다"…동학개미의 '곱버스' 투자 빛 보나

•   이데일리: `9월 15일` 공매도 재개?…연장 가능성 `솔솔`

•   이데일리: 서울 주택공급 카운트다운 '3기 신도시'는 애물단지?

•   연합인포맥스: 두산인프라, 産銀 회사채 신속인수제로 3천150억 차환

•   뉴시스: 산은 "두산중공업, 재무구조개선계획 차질없이 진행"

•   뉴스1: 삼성에 재도전장 낸 화웨이·모토롤라…하반기 폴더블폰 3차전

•   뉴스1: 서부발전, 새만금일대 73㎿급 수상태양광발전소 짓는다

•   이투데이: 생존 위해 매각하지만…두산, 차ㆍ포 떼고 그룹명맥 유지할 수 있을까

•   뉴스웨이: 두산 2조 투입한 두산건설, 2000억↓ 팔리나

•   아이뉴스24: 현대·두산그룹, 4일 나란히 선대 회장 추모식 진행

•   reNews: 251GW new Chinese wind expected this decade

•   에너지경제: 바라카 원전 성공 가동에 한국형 원전 '추가 수출' 낭보 전해질까

•   에너지경제: 동서발전, 2025년까지 신재생·수소산업 등에 7조원 투자

•   에너지경제: 무탄소 전력·수소생산 가능한 소형 원자로 개발된다

•   KHL: Bobcat brings electric compact excavators to North America

•   CNET: Samsung's struggle: Selling the pricey Galaxy Note 20 in a pandemic

•   전자신문(P1): 삼성 파운드리, 시스코·구글 반도체 만든다

•   전자신문: 글로벌 車업계, '전기차 배터리 독자 개발 시작됐다'

•   전자신문: 정부, 태양광 연계 ESS 전력수급 활용 시범운영…오후 3~6시 집중 방전

•   디지털데일리: "네가 웃으면 나도 좋아"…물고 물리는 반도체 '1위'들

•   디지털데일리: 폴더블폰, 삼성 선점 효과 '톡톡'…화웨이 '고전'·애플 '미지수'

•   Phone Arena: The small 5.4-inch iPhone 12 5G could arrive even later than expected

•   Network World: 5G rises as overall wireless infrastructure spending falls: Gartner report

•   Inside EVs: World’s Top 5 Plug-In EV Automotive Groups Ranked By Sales In H1 2020

•   Japan Times: Japan sees more than 400 coronavirus-linked corporate failures

•   Japan Times: Major Japan firms agree to 2.12% pay hike in labor-management negotiations

•   Livemint: India, China hold talks again to scale down tensions in border area

•   Livemint: Oxford COVID-19 vaccine to start advanced trial in India soon. How it will work

•   Business Standard: Real estate: Current sentiment pessimistic; project funding an issue

•   Folha de S.Paulo: Five Months after 1st case, Covid Reaches 98% of Brazilian Cities - 03/08/2020 - Science and Health - Folha

•   Moscow Times: Coronavirus Sends Income for Russia’s Entrepreneurs to Lowest Level On Record

•   Jakarta Post: Government to provide cash transfers, working capital loans for 12 million MSMEs

•   Jakarta Post: Foreign arrivals plunge 60% in first half of 2020

•   Jakarta Post: PLN to waive minimum electricity fees for businesses, public services

•   Jakarta Post: BRI restructures 2.8 million loans to MSMEs to cushion virus impact

•   Viet Nam News: Ministry of Construction eyes building low-cost housing

[Opinions]

•   Project Syndicate(Raghuram G. Rajan): Should Governments Spend Away?

•   Project Syndicate(Yanis Varoufakis): Solidarity with the Germans

•   Project Syndicate(Mark Leonard): The Other Putin on Europe’s Doorstep

•   Project Syndicate(Michael Spence, David W. Brady): COVID-19 Is Beating Trump

•   FT(Gideon Rachman): How Brexit may strengthen the west

•   FT(Richard Feachem): We must not wait idly for an elusive Covid-19 vaccine

•   FT(Yuan Yang): Why TikTok owner ByteDance is no Huawei for Beijing

•   FT(Eric Lalo): Argentina’s debt dance: a pivot to the IMF?

•   FT(Siddarth Shrikanth): Carbon credit markets still have a way to go

•   NYT(Paul Krugman): Republicans Couldn’t Care Less About the Unemployed

•   NYT(Natalie Dean): I’d Need Evidence Before I Got a Covid-19 Vaccine. It Doesn’t Exist Yet.

•   WP(Editorial Board): Trump’s anti-China strategy at home will hurt U.S. companies around the world

•   WP(Greg Sargent): More Americans say the U.S. is blowing it on coronavirus. Trump voters disagree.

•   WP(Charles Lane): The financial relief plan has worked. But it shows the woeful state of unemployment insurance.

•   Bloomberg(Noah Smith): Developing Nations Are Dealt a One-Two Hit to Growth

•   Bloomberg(John Authers): Goodbye Weak Dollar, Hello Emerging Market Crisis?

•   Bloomberg(Elisa Martinuzzi): Britain's Struggling Banks Show the U.K.'s Economic Weakness

•   중앙(최준호): 핵융합·태양광·수소, 인류를 에너지 문제에서 해방할까