Business Intelligence Monitor 200805

(Introduction)

[Markets]

•   Global: Gold soars past $2,000, gold up on stimulus plan

※   U.S. gold futures hit record $2034.40/oz

※   S&P 500, Dow grind higher on stimulus focus

※   Recovery doubts push Treasury yields lower

※   Stimulus hopes, falling COVID rates lift oil

※   Dollar retreats on stimulus talks

※   Macro 백업표

※   Industry 백업표

•   US: Treasury yields plumb new depths as bond investors fret

•   한국: 코스피, 개인 순매수에 연고점 경신…1년10개월만에 최고

•   한국: 주택 13만 가구 더 늘리는 부동산 대책 발표…건설·건자재株 일제히 상승

•   Metals: London copper stays rangebound as investors eye next cue

•   Grains: Rising crop expectations spark sell-off in U.S. corn, soy futures

[Indicators]

•   US Jun. Factory orders: U.S. factory orders beat expectations in June

•   US Jun. House prices: Home prices see strong June bounce, but economists warn it likely won't last

•   China Jul. Car sales: China’s Vehicle Sales Rise for Fourth Month With Outbreak Easing

•   한국 7월 소비자물가: 7월 물가 0.3%↑, 석달만에 상승…코로나·저유가에 저물가 지속

•   한국 7월 회사채 발행: 이자 쌀 때 현금 챙겨놓자… 지난달 회사채 발행 3배 폭증

•   한국 7월 외환보유액: 7월 한국 외환보유액 4천165억달러…4개월 연속 증가

•   Peru Jun. Metal production: Peru copper and gold output nosedive in first half of 2020, ravaged by coronavirus -govt

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: The $1.9 Million Covid Patient

•   WSJ: Saudi Arabia, With China’s Help, Expands Its Nuclear Program

•   WSJ: U.S., Chinese Officials to Meet Aug. 15, Assess Trade Deal

•   WSJ: Microsoft CEO Nadella Wades Into U.S.-China Tensions in TikTok Pursuit

•   WSJ: Is TikTok Getting Banned in the U.S.? It’s Complicated. Here’s Everything You Need to Know

•   WSJ: Novavax Covid-19 Vaccine Produces Positive Results in First-Stage Study

•   WSJ: U.S. to Launch Covid-19 Drug Research Starting With Eli Lilly Treatment

•   WSJ: White House Negotiators Say No Coronavirus Stimulus Deal Seen Soon

•   WSJ: Newsletter: Long Road to Recovery

•   WSJ: Covid-19 Vaccine Front-Runners Impress Investors, but Concerns Exist

•   WSJ: Ford Names Jim Farley as New CEO, Succeeding Jim Hackett

•   NYT: What Lockdown 2.0 Looks Like: Harsher Rules, Deeper Confusion

•   NYT: For Robots, It’s a Time to Shine (and Maybe Disinfect)

•   NYT: Interest Rates Are Low, but Loans Are Harder to Get. Here’s Why.

•   WP: Beirut explosions: At least 63 people killed and more than 3,000 injured, health ministry says

•   FT: TikTok defends sale of US arm as investors move behind Microsoft

•   FT: Argentina strikes debt agreement after restructuring breakthrough

•   FT: Leading WTO candidates back US bid for dispute system reforms

•   FT: China leads the way on global standards for 5G and beyond

•   FT: UK revives plans to manage Brexit border delays

•   FT: Virus resurgence could plunge emerging economies into debt crisis, warns IMF

※   IMF: 2020 External Sector Report: Global Imbalances and the COVID-19 Crisis

•   FT: Tech decoupling between South Korea and Japan risks further conflict

•   FT: Parched US shale patch crushes oilfield services sector

•   FT: Why the UK tax authority is accusing General Electric of a $1bn fraud

•   FT: Tech cold war comes to India: Silicon Valley takes on Alibaba and Tencent

•   FT: China’s new digital currency takes aim at Alibaba and Tencent

•   Bloomberg: The Virus Is Ravaging Japan, And Abe May Finally Be Fading Away

•   Bloomberg: Biden the Former Deficit Hawk Wants to Be Biden the Big Spender

•   Bloomberg: Fed’s Daly Says U.S. Needs Longer Bridge of Support for Economy

•   Bloomberg: Trump Solo Act on Payroll Tax Cut Could Lead to Big Bills Later

•   Bloomberg: California Lockdown’s Job Losses Spell Trouble for the Nation

•   Bloomberg: India Has Biggest Disconnect Between Stock Rally, Gloomy Economy

•   Bloomberg: BofA Sees BOE Interest-Rate Cuts and More QE in November Package

•   Bloomberg: China, Russia Likely to Veto U.S. Bid on Iran, Envoy Craft Says

•   Bloomberg: There Are Still Real Fights Over Climate Change, Just Not the Ones You Think

•   Reuters: China only fulfils 5% of Sino-U.S. energy trade deal in first half of 2020

•   Reuters: Trump says coronavirus under control as U.S. death toll rises

•   Reuters: Apple says it has no interest in buying TikTok

•   CNN: This Japanese face mask translates into eight languages

•   CNN: BP will slash oil output by 40% and pour billions into green energy

•   CNBC: The Fed is expected to make a major commitment to ramping up inflation soon

•   CNBC: India China tensions: New Delhi cannot fully cut off economic ties with Beijing

•   CNBC: UK reveals more details of its billion-dollar plan for greener homes

•   SCMP: Xi Jinping’s inward economic pivot clouded by weak domestic demand

•   매경(P1): 용산·태릉·상암…수도권 13만가구 추가 공급

•   기재부: 「서울권역 등 수도권 주택공급 확대방안」발표

•   매경: 용산 캠프킴·서초 조달청 `깜짝 선정`…노른자 입지에 공급

•   매경: 30대·신혼부부에 유리한 `지분적립형 아파트` 나온다

•   매경: "공공재건축 개발이익 90% 환수할것"…조합, 사업매력 떨어져 관심 없을듯

•   매경(P1): 취득세·종부세·양도세…부동산 증세 3법 국회본회의 통과

•   매경: `마래푸` 1주택 보유세 447만→628만원…"세금내려고 적금들 판"

•   매경: 김현미 장관 "전월세전환율 4% 너무 높아…개정 방침"

•   매경: 野 "집 사지도 갖지도 팔지도 못하는 상태"…부동산3법 맹공

•   매경: "중장기 공급효과 기대되지만…집값 급한불 끄기엔 역부족"

•   매경: "양도세·보유세 내느니 물려준다"…7월 강남아파트 증여 12배로 폭증

•   매경: 3기 신도시도 `공급 풀가동`…용적률 높여 8천가구 추가

•   매경: `원유→우선주→제약` 테마株 돌아가며 빚투…동학개미의 변심

•   매경: 너도나도 신용대출…"부동산·주식 사자"

•   매경: SKT·배민, 5G 로봇배달 서비스 가동

•   매경: `언택트 주총` 가능해질까…김병욱 의원 개정안 발의

•   매경: [단독] 공익제보자가 공갈에 대포폰까지…이재용 프로포폴 사건 대반전

•   매경: 삼성 5일 갤럭시 언팩…예고영상에 BTS 등장

•   한경(P1): 8·4 공급대책 나오자마자…서울시·마포구·과천시 '반발'

•   한경: "4년 뒤 전·월세 폭등 막겠다"는 與…표준임대료 도입하나

•   한경: "재건축 불안하면 토지거래허가 검토"…규제 '끝판왕' 꺼낸 홍남기

•   한경: 中 SMIC 5조원 투자…베이징에 반도체 공장

•   한경: "韓 경제 '유동성 함정'"…박승 전 한은 총재의 경고

•   한경: KAIST, 인텔 SSD보다 빠른 저장기술 개발

•   서경(P1): [단독] 퇴직금까지 불똥 튄 코로나···현대차 노사, 산정 기준 협상

•   서경: 침대서 화면이 스르륵..집안 곳곳 '투명 OLED' 향연

•   서경: 삼성전자 대신 해외 반도체株 담는 개미 원정대

•   서경: 전기차 배터리'가 '포스트 반도체'가 되기 힘든 이유[양철민의 인더스트리]

•   조선: 전파력 9배 변종 코로나, 왜 한국선 힘 못쓸까

•   조선비즈: 암모니아·수소로 항해하는 선박… 조선사가 친환경연료 찾는 이유는

•   조선비즈: "아시아나 인수하면 HDC도 망하는데"... '현산 책임론'만 외치는 산업은행

•   조선비즈: 대만·TSMC 떠난 외국인 자금, 한국·삼성전자 찾아온다

•   IT조선: ‘日 위협 끄떡없다’...K배터리, 소재 국산화로 맷집 키워

•   중앙(P1): 일본제철 “항고” 한국내 자산 매각 일단 브레이크

•   동아(P1): “北 핵탄두 소형화한듯” 유엔 보고서 처음 언급

•   동아(P1): “집값 올라도 소득 그대론데 세금만 더 내라는건 폭력적”

•   동아: “국민들 답답한 마음, 뚜렷한 언어로 표현해주길 기다린 듯”

•   동아: 한은 “유동성 넘쳐 집값 급등한건 아니다”

•   한국(P1): "입국 완화, 한국이 처음이야" 5일부터 중국 비자 신청 가능

•   한겨레: “‘한국판 뉴딜’은 기회의 문”…재계 순위 11~20위권 격변 예상

•   머니투데이(P1): [단독]'렘데시비르 600배' 나파모스타트, 코로나 치료 효과 봤다

•   머니투데이: 정부 '해상풍력'에 75억 지원, 적합지역 직접 찾는다

•   머니투데이: 재난지원금으로 소비자심리 '기적'처럼 살아났다

•   헤럴드경제(P1): 삼성, 평택 반도체 3공장 ‘P3’ 공사 시작

•   헤럴드경제: 이재용式 ‘반도체 초격차’ 총공세…위기 상황 정면돌파

•   파이낸셜뉴스(P1): 늙어가는 대기업… 2030 젊은인력 줄어든다

•   파이낸셜뉴스(P1): 중국, 외국계 법인 'ARM' 국유화 "우리도 뺏길라" 한국기업들 당혹

•   파이낸셜뉴스: 한국 기업은 중국지분 최소화로 '안전장치'

•   아시아경제(P1): 코로나 악재' 털어낸 현대차, 5개월만에 美판매 증가세 전환

•   아시아경제: 수출 1호' UAE 원전 가동…다음은 체코

•   이데일리(P1): 김병욱 민주당 의원 "변동폭 큰 중·소형주, 공매도 금지해야"

•   이데일리: 외교부 “지소미아는 언제든지 종료 가능”

•   이데일리: 스마트폰 출하 1위 자리 내준 삼성전자…부품주 영향은

•   이데일리: [단독]"개인의견·예측제시 유의"…한은, 美연준처럼 '커뮤니케이션 원칙' 도입

•   이데일리: ‘국회도 해외도 반대’…갈길 잃은 석탄투자

•   아주경제: [풍력발전 어디까지 왔나②] 해상풍력 과제…세계수준 경쟁력 길러야

•   비즈니스포스트: 박지원, 두산중공업 풍력터빈 경쟁력을 국내 해상풍력발전에서 다진다

•   글로벌이코노믹: 두산重·한진重, 한동안 외면한 크레인사업 다시 수주한 까닭?

•   글로벌이코노믹: 정부 ‘그린 뉴딜’ 정책에 두산중공업 경쟁력 휘청

•   아시아투데이: 주민 납득시켜라… 다 지은 발전소 못 돌리는 발전업계 ‘발동동’

•   더구루: 중국판 뉴딜 특수 잡아라'…두산밥캣, 대규모 제품 설명회 개최

•   FuelCellsWorks: The Future Lies In : EV? or FCEV?

•   에너지경제: 금융권 그린뉴딜 가세 투자 구조조정 중...에너지전환 가속화?

•   KHL: UK construction deals slump/govt promises additional €1bn

•   Equipment Journal: Smart Construction: Komatsu’s vision of the jobsite is becoming a reality

•   Equipment World: United Rentals Q2 rental revenues drop 16.2%

•   Construction Equipment: CNH Reports 2Q Results; Construction Down 45%

•   건설경제: 현대건설기계, 고가 장비 구매용 금융상품 개발…아시아 공략

•   전자신문: NCMA 배터리' 상용화 앞당긴다…GM·LG화학 2021년 전기차 탑재 추진

•   전자신문: 다시 늘어난 월성 원전 사용후핵연료…맥스터 증설 행정절차 마무리 시급

•   ZDNet Korea: 발전공기업, 한국형 그린뉴딜에 15.8兆+α 투입

•   디지털데일리: 애플 이어 화웨이도 신제품 4분기로…3분기 삼성폰 ‘독무대’

•   Phone Arena: The Galaxy S21 (S30) 5G is the next Samsung flagship tipped to skip on a major breakthrough

•   Phone Arena: New report predicts the 5G smartphone market will reach an impressive number in 2020

•   Hannover Messe News: 5G expansion is progressing

•   Robotics Tomorrow: The Colossus Robot on the Front Line Against Covid-19

•   Robotics Tomorrow: Trends in robotics: Cobots, agribots and medical robots

•   로봇신문: 中 정부 '건축 로봇' 보급 독려...관련 기업 관심 고조

•   로봇신문: 中 물류 로봇 기업 '스탠다드로봇', 170억 규모 시리즈B 투자

•   Japan Times: Japan gives regional economies better grades after virus slump

•   Economic Times: New wave of lockdowns takes toll on diesel sales, puts spoke in India's recovery wheel

•   Business Standard: Economic recovery fragile due to Covid-19, states' lockdowns: FinMin

•   Jakarta Post: 2020 power usage expected to fall by 6 percent as business slumps

•   Viet Nam News: Corporate income tax reduction comes into effect

[Opinions]

•   Project Syndicate(이종화): How South Korea Built a Health System to Beat COVID-19

•   Project Syndicate(Ashoka Mody): Ashoka Mody Says More…

•   Project Syndicate(Ian Buruma): Trump’s Hypocrisy on China

•   Project Syndicate(Eric Schmidt, Graham Allison): Is China Winning the AI Race?

•   FT(Editorial Board): The WTO’s role is more important than ever

•   FT(Martin Sandbu): Tax and spend is the new economic orthodoxy

•   FT(Jim McCormick): It is fiscal, not monetary, policy that has really driven credit

•   FT(Jonathan Parker): Pandemic fuels the fires of European separatism

•   FT(Michael Troege): Libor and Euribor replacements are also vulnerable

•   WP(Editorial Board): President Trump wants to undermine the election. Here’s one way to stop him.

•   WP(Catherine Rampell): The myth of unemployment benefits depressing work

•   WP(Max Boot): What will Trump do to win? Here are nine possible October surprises — and one November surprise.

•   WP(Paul Waldman): The real reason the next pandemic rescue package is stalled

•   WP(Paul Waldman): Why Trump keeps pretending to be a dictator

•   WP(Marc A. Thiessen): On unemployment, Pelosi cares more about a win than the American people

•   Bloomberg(Tyler Cowen): The China Hawks Got It Mostly Right

•   Bloomberg(John Authers): The Fed’s Stocks Policy Is Exuberantly Asymmetric

•   Bloomberg(Barry Ritholtz): Why Markets Don’t Seem to Care If the Economy Stinks

•   Bloomberg(Chris Hughes): BP Thinks It Knows More Than You About Clean Fuel

•   Bloomberg(Lionel Laurent): Good Covid-19 News From Italy...and Sweden

•   Bloomberg(Matt Levine): Some People Made Money on Negative Oil Prices

•   CNN(Kent Sepkowitz): The other way to hit back at Covid-19

•   CNN(Paul Begala): What Trump would have to do to win

•   MarketWatch(Lawrence G. McMillan): The S&P 500 is setting up for a decisive move higher

•   한경(문승일): 전기요금 개편 없는 '그린 뉴딜' 없다

•   조선(한삼희): 월성1호 조작 은폐'의 정황 증거들