Business Intelligence Monitor 200806

(Introduction)

[Markets]

•   Global: Gold strides further above $2,000/oz, dollar weakens

※   Gold scales new record, stimulus talks stall

※   U.S., European shares rise as earnings shine

※   Euro gains on data, dollar dips on rising risk

※   Oil moves up on big crude inventory decline

※   Macro 백업표

※   Industry 백업표

•   한국: 2차전지 밀고 바이오 끌고…코스피 1.4% 올라 2,310선 돌파

•   한국: SK이노 20%·삼성SDI 12%·LG화학 4%↑…배터리株 시총 100조 보인다

•   Turkey: Lira sinks after money market dysfunction rattles investors

•   Metals: Copper up on demand hopes, sliding inventories

•   Grains: Wheat, corn futures firm; soy eases on Midwest rain forecast

[Indicators]

•   US Jun. Balance of trade: U.S. Trade Deficit Narrowed in June as Imports, Exports Rose

•   US Jul. ADP EmploymentADP private payroll growth at 167,000 in July, well below expectations

•   US Jul. ISM non-manufacturing index: Orders Power U.S. Services Index to Highest Since Early 2019

•   US Weekly Mortgage rates·applications: Mortgage rates set another record low, but borrowers take a step back

•   Eurozone Jun. Retail sales: Eurozone retail sales return to pre-crisis levels

•   Eurozone Jul. PMI(final): Euro-Area Economy Stages Stronger Rebound With Demand Picking Up

•   UK Jul. Car sales: UK monthly car sales rise for first time this year

•   China Jul. Caixin service PMI : China's services sector expands at slower pace in July: Caixin PMI

•   India Jul. Service PMI: India's services activity contracted for fifth straight month in July - PMI

•   Brazil Benchmark rates: Brazil Cuts Key Rate to 2%, Doesn’t Rule Out More Stimulus

•   Indonesia Q2 GDP: Indonesia Economy Shrinks for First Time Since Asian Crisis

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Beirut Explosion Brings Lebanon to the Brink

•   WSJ: Beirut Explosion: Probe Focuses on Why Tons of Explosives Were Stored at Port

•   WSJ: What Is Ammonium Nitrate, the Chemical Behind the Beirut Explosion?

•   WSJ: Beirut Explosion: What Happened in Lebanon and Everything Else You Need to Know

•   WSJ: Lapse in Extra Unemployment Benefits to Hurt U.S. Recovery, Economists Say

•   WSJ: California Bungles Its Fight Against Covid

•   WSJ: Covid-19 Vaccine Makers Signal Prices

•   WSJ: Smartphone Price Premium Ebbs for 5G

•   WSJ: Samsung Galaxy Note 20: A Great Phone for a Bygone Era

•   WSJ: Why Your House Could Be Your Best Performing Asset Class

•   WSJ: Treasury Expects Borrowing Needs to Remain Elevated Amid Coronavirus Spending

•   WSJ: Fed’s Clarida Sees Third-Quarter Growth, Slow Recovery

•   WSJ: Chicago Fed President Says Trouble Is Brewing for Economy Without Fiscal Policy Boost

•   WSJ: Newsletter: Labor Pains

•   NYT: Japan’s Locked Borders Shake the Trust of Its Foreign Workers

•   WP: Democrats demand a more aggressive Joe Biden in order to defeat Trump

•   WP: White House, Democrats remain at odds over unemployment aid as relief talks continue

•   FT: Florida coronavirus cases pass 500,000

•   FT: Argentina’s political double act moves on to next challenge

•   FT: Value of world’s largest coal mine slashed by $1.4bn

•   FT: UK and Japan rush to secure post-Brexit trade deal

•   FT: Ditching the Withdrawal Agreement will not solve Brexit

•   FT: How will the US protect tech companies in trade deals?

•   FT: US to send highest level official to Taiwan in 4 decades

•   FT: Modi leads ceremony to build Hindu temple on site of razed mosque

•   FT: Is the Bank of England set to change its upbeat predictions?

•   FT: Business urges rethink on Sunak’s job support measures

•   Bloomberg: Hong Kong’s Yellow Movement Turns Chinese Propaganda on Its Head

•   Bloomberg: Indonesia Bets on $100 Billion State Spending to Rekindle Growth

•   Bloomberg: China’s Assertiveness Is Becoming a Problem for Its Friends, Too

•   Bloomberg: Trump Says Surging Virus ‘Will Go Away Like Things Go Away’

•   Bloomberg: U.S. Borrowing Breaks Fresh Records, Shifting Focus to Fed

•   Bloomberg: U.S. Job Losses to Mount With Small Firms Running on Fumes

•   Bloomberg: Fed’s Mester Says U.S. Economy Clearly Needs More Fiscal Support

•   Bloomberg: More Bailout Cash Won’t Stop Wave of Credit Card Defaults

•   Bloomberg: Housing, Auto Demand Are Rare Standouts in a Shaky U.S. Recovery

•   Bloomberg: South African Business Leaders Fret Over Post-Virus Revival

•   Bloomberg: The Struggle to Make 'Mobility as a Service' Make Money

•   Reuters: BOJ's Kuroda warns of renewed constraints to economy from pandemic

•   Reuters: U.S. to pay $1 billion for 100 million doses of Johnson & Johnson's COVID-19 vaccine candidate

•   Reuters: Chile's top copper miners boost June output during coronavirus peak

•   CNN: Moderna has $400 million in deposits for Covid-19 vaccine

•   CNBC: Pompeo: 'untrusted' Chinese apps should be removed from U.S. stores

•   CNBC: Bank of England expected to hold policy but outlook could be tweaked

•   CNBC: BP CEO says dividend cut ‘deeply rooted in strategy’ as energy giant ramps up renewable investment

•   CNBC: The ballooning money supply may be the key to unlocking inflation in the U.S.

•   CNBC: Jim Cramer: 'I can't take how stupidly bullish this market can be'

•   Fox Business: President Trump weighs executive order imposing stimulus

•   Fox Business: Biden's 'green stimulus' would send silver soaring to $50: Bank of America

•   Fox Business: White House economist: Coronavirus relief bill is 'insurance policy' for V-shaped boom

•   Fox News: Trump says Italy and Belgium are next ‘delinquents’ to pony up defense spending for NATO

•   SCMP: China unveils major tax incentive policy to encourage innovation in domestic semiconductor industry

•   SCMP: South China Sea: avoid siding with US or China, Malaysia urges Asean

•   SCMP: China waives forex trading fees for 12 currencies, but omits the US dollar

•   SCMP: China under pressure ahead of trade deal temperature check

•   매경(P1): 우울한 2분기에도…업종 1등기업은 날았다

•   매경: 코로나로 1등기업 쏠림 더 심해져…LG화학 132%↑네이버 80%↑

•   매경: 2분기 실적 예상밖 선전…10곳 중 4곳 `깜짝 실적`

•   매경(P1): 정부 공공재건축 집착…민간공급 10만호 막아

•   매경: 노원·강북도 공공재건축 `시큰둥`…국토부는 사전조사도 안했다

•   매경: 서울시 "아파트 공급 늘리고 층수규제도 피하는 묘안이었는데…"

•   매경: "랜드마크 짓겠다더니 임대주택이 웬말"…강북서 번진 반대시위

•   매경: 지분적립형 月 139만원 vs 주담대 101만원

•   매경: "9억 이상 주택거래 조사하겠다"…개발예정지 과열땐 기획조사

※   기재부: 제1회 부동산시장 점검 관계부처회의 개최 결과

•   매경: [단독] 리쇼어링 불씨 살리려…"稅감면 5년 더"

•   매경: 반도체 훈풍 맞은 심텍…주가 한달새 95% 상승

•   매경: 포스코케미칼, 차세대배터리 소재 추가 증설

•   매경: "경기침체기에 겨우 취업해도…10년간 낮은 임금 받을 우려"

•   매경: 5G 속도는 SKT가 최고…서울서 잘 터지는건 KT

•   한경(P1): 13만 가구 공급한다지만…"5만은 허수"

•   한경(P1): 커지고, 높이고, 낮추고…"갤노트20, 흥행신화 다시 쓴다"

•   한경: 접는 폰, 더 완벽하게 돌아왔다

•   한경: 심전도 측정' 갤럭시워치3·소음 차단 무선이어폰…"애플 나와"

•   한경: "강남 공급 적고, 용산·마포 청약수요 집중…3기 신도시엔 악영향"

•   한경: 50층 공공재건축 갈등 '미봉'…서울시 '용도변경 권한' 변수

•   한경: "한은서 기준금리 내려도 은행 수익성엔 문제없다"

•   한경: 내년 최저임금 시급 8720원 확정 고시

•   한경: 흔들리는 인텔…삼성 '반도체 매출 1위' 되찾을까

•   한경: TSMC·삼성전자…亞 파운드리 경쟁의 승자는?

•   한경: 국내 투자자, 지난달 해외주식 3.8조원 순매수

•   서경(P1): 巨與의 부동산 독주··· 전월세 신규계약도 '5% 상한' 추진

•   서경: 與 "4년후 임대료 급등 차단"···'계약자유 위배' 위헌 논란도

•   서경(P1): [이슈&워치]어설픈 공급에···서울 집 절반이 조사대상이라니

•   서경(P1): [단독] 내년 예산 10% 증액 검토...또 '습관성 확장재정' 하나

•   서경: 3년째 '팽창 지출'인데···선거 앞두고 또 도지는 '票퓰리즘'

•   서경: 국개채무비율 40년 뒤 100%로 치솟는다

•   서경: 與 "지금 만들때냐"···재정준칙은 뒷전

•   서경: 내년 보궐선거 결과따라 공급대책 바뀔 수도

•   서경: 경기도 토지거래허가제 도입하나···이재명 "합헌"

•   서경: 민주당 "뉴딜펀드, 민간서 16조 투자유치 목표"

•   서경: [창간기획] "美, 부채관리 위해 인플레 용인...신흥국 '빚폭탄' 터질수도"

•   서경: [창간기획] "코로나 이후 저축률 높아질 것...고용은 의료·보육 중심 전환"

•   서경: [단독] 강남보다 더 뛴 서민 아파트 전세가...'임대차3법'이 바꿨다

•   서경: 새 아파트 전세 사라진다···분양가상한제 주택도 의무거주

•   조선(P1): 與 과천시장 '천막 시위'… 文정부 공급대책에 반발

•   조선: "우린 임대벨트냐"… 與지자체장·주민들 반발

•   조선비즈: [단독] 부동산 시장 들어가는 대부업 돈줄도 죈다

•   조선비즈: 인구도 소비도 수도권 쏠림… 한국판 '러스트벨트' 현실화 우려

•   동아(P1): 與, 전월세전환율 4%→2%대로 낮춘다

•   동아: 같은 단지도 전셋값 천차만별… 전환율 일괄 규제땐 시장 혼란

•   동아: 수소차 보급 느는데… 충전소 확충은 난항

•   문화(P1): 윤희숙 “‘부자 돈뜯는 게 뭐가 문제냐’ 與 극단적 선동발언 현기증”

•   문화: < Science >인공태양 에너지 ‘핵융합’ 1위 한국, 脫원전에 경쟁력 상실 우려

•   문화: < Science >태양의 빛·열에너지 생성원리 응용 … 소량 바닷물·리튬으로 무공해 전기 생산

•   국민(P1): “수도권 집중 대안 그랜드 메가시티 만들자”

•   머니투데이(P1): 세금 안 뗀대, 원금만 지켜도 이득…개미들 우르르 몰려간 곳

•   머니투데이(P1): [단독]월세 안 늘었다는 정부, 알고보니 5년전 통계

•   머니투데이: 미국 이어 중국 통화스와프도 연장 임박

•   헤럴드경제: 코로나·장마에 전력 30% 남아…한전 울상

•   아시아경제: [르포] "영화관 하나 없는 과천, 인프라 고민 없이 집만 더 지으면 어쩌나"

•   아시아경제: 기부채납 5배↑·기대차익 90% 환수…공공재건축이 외면받는 이유

•   아시아경제: K배터리 '자금충전' 로드맵‥그룹 계열사 지도 바꾼다

•   이데일리(P1): [단독]공공재개발 기부채납 50%…확 낮춘다

•   이데일리(P1): [증시 가는 AI·빅데이터]1년새 5곳 상장…포스트코로나 주역되나

•   이데일리: 삼성전자-하만·LG전자-ZKW..“인수성과 내기 어렵네”

•   이데일리: 김병구 "UAE 원전 가동 계기로 사우디·체코 수출 기대"

•   연합: 3개월새 대기업 계열사 17개 증가…디지털콘텐츠 사업 강화

•   연합: LNG 연료비 단가, 사상 처음으로 무연탄보다 싸졌다

•   연합: 기업경기 전망, OECD 반등했는데 한국은 6개월째 미끄럼

•   연합인포맥스: 두산, '그린 뉴딜' 포트폴리오 전환에 기사회생하나

•   뉴스토마토: [IB토마토]'DICC 리스크' 고달픈 두산인프라코어, 새 주인 중국에서 찾을까

•   뉴스웨이: 두산중공업, 가스터빈·해상풍력 ‘매출 4조’ 갈길 멀다

•   전기신문: 수소에너지 강국 일본, 친환경 연료전지 100배↑

•   KHL: Lasting impact of Covid-19 on rental

•   Equipment World: Terex Q2 sales drop 47%

•   전자신문: 바리스타를 딥러닝 하다···현대카드, 90명 로봇 동료 현장 배치 '시험대'

•   전자신문: 원자력 판매단가' 지속 하락…월성1호기 '경제성 감사' 결과 촉각

•   전자신문: 배터리 수명 줄이는 '열화과정' 원인 찾았다

•   전자신문: GIST, 수소연료전지용 비귀금속계 촉매 비활성화 메커니즘 규명

•   Phone Arena: Samsung's Galaxy Note is no longer the cutting edge "dream phone"

•   Phone Arena: The Samsung Galaxy Z Fold 2 5G is official and brings major improvements at an unknown price

•   Robotics Business Review: Flexibility and Manufacturing Productivity: Part 1 – Inflexible Automation and its Consequences

•   Nikkei Asian Review: Japanese population shrinks by record 500,000

•   Nikkei Asian Review: Key Apple suppliers approached for possible Arm sale

•   Nikkei Asian Review: Xi Jinping sends shock waves with his 2035 manifesto

•   Livemint: More businesses in India re-open even as COVID-19 cases surge

•   Livemint: COVID-19: India conducts over 6 lakh tests for second day; WHO says 'more tests need to be done'

•   Folha de S.Paulo: Accelerated Contagion Completes 15 Weeks in Brazil

•   Jakarta Post: Bad loans to keep rising this year as economy yet to fully recover: Economists

[Opinions]

•   Project Syndicate(Kenneth Rogoff): COVID Coin?

•   Project Syndicate(Daron Acemoglu): Minding the Perils of Progress

•   Project Syndicate(Lucrezia Reichlin): Avoiding the Japanification of Europe

•   Project Syndicate(Willem H. Buiter): Recovering from the EU’s Recovery Fund

•   Project Syndicate(Jeffrey D. Sachs): America’s Unholy Crusade Against China

•   FT(Janan Ganesh): A defeat for Donald Trump is not a defeat for autocracy

•   FT(Leo Lewis): China is far ahead on drilling for ‘the new oil’

•   FT(Brooke Masters): Dealmakers must readjust as lockdown bites business

•   FT(David Lubin): US-China tensions feed into the geopolitics of monetary policy

•   FT(Miles Johnson): Pandemic crisis has cemented Conte’s political legitimacy

•   WSJ(Holman W. Jenkins, Jr.): The Tesla Secret

•   WSJ(Karl Rove): Biden’s Good Tactics, Bad Strategy

•   NYT(Editorial Board): Sorry, Senators. This Is No Time for a Vacation.

•   NYT(Allan Lichtman): He Predicted Trump’s Win in 2016. Now He’s Ready to Call 2020.

•   WP(Editorial Board): What if the coronavirus vaccine doesn’t arrive soon?

•   WP(Paul Waldman): If Congress can’t pass a rescue package, the Senate may fall to Democrats

•   Bloomberg(Daniel Moss): Extraordinary Is the New Vanilla for Australia’s Policy Makers

•   Bloomberg(Brian Chappatta): Mnuchin’s Long-Bond Curve Ball Dares the Flatteners

•   Bloomberg(Jonathan Bernstein): Striking a Stimulus Deal Shouldn’t Be That Hard

•   MarketWatch(Nigam Arora): Stock market bulls should consider owning gold as an insurance policy

•   MarketWatch(Paul Brandus): Why China is rooting for Trump to win

•   Nikkei Asian Review(Editorial Board): Tokyo and Seoul must avoid tit for tat over wartime labor

•   전기신문(양진영): 두산건설의 우연부터 침묵까지