Business Intelligence Monitor 200811

(Introduction)

[Markets]

•   Global: Stocks tick up as China industrial data offsets trade woes; oil rises

※   Tech stocks fall in U.S., Europe

※   Oil settles higher on Chinese factory data, U.S. stimulus

※   USD index rises after seven weeks of losses

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2,380선 돌파…5거래일 연속 연고점 경신

•   한국: 美 수소트럭 니콜라의 러브콜, 현대차 15.7% 껑충

•   한국: 두산그룹주 강세, 두산솔루스 12%대 두산퓨얼셀 7%대 상승

•   Metals: Copper rallies as spotlight shifts back to stronger demand

•   Grains: Soybeans gain on export sales, corn perks up on dry weather

[Indicators]

•   US Jun. Job openings : Job Openings in U.S. Unexpectedly Rose in June, Hiring Solid

•   US Jul. Home purchase sentiment: Consumers less confident about housing, but Google searches are soaring

•   US Jul. Fiscal account: CBO Estimates Federal Budget Deficit Shrank in July

•   US Q3 Small business survey: Small business confidence rebounds, but Main Street has long way to go

•   Eurozone Jul. Sentix investor confidence: Euro zone investor morale improves in August but recovery sluggish - Sentix

•   France Jul. Economic activity: France’s Economic Recovery Loses Pace After Initial Surge

•   China Jul. CPI·PPI: China inflation rose 2.7 per cent in July, driven by higher food costs

•   한국 1분기 금융자산: 1분기 가계 쌓아둔 현금 3조원 증가…총액 첫 90조원 돌파

•   한국 7월 실업급여: 7월 1.1조…실업급여 또 역대 최대

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Tech, Financial Firms Eye Ways to Save TikTok’s U.S. Operations From Ban

•   WSJ: Federal Government Sent Workers Nearly $250 Billion in $600-a-Week Jobless Aid

•   WSJ: Trump, Democrats Open to Restarting Coronavirus Talks Despite Stalemate

•   WSJ: New Coronavirus Infections in Some Parts of the U.S. Trend Down

•   WSJ: China Sanctions 11 Americans Over U.S. Moves Against Hong Kong

•   WSJ: Hong Kong Publisher Jimmy Lai Arrested Under New National-Security Law

•   WSJ: Turkish Lira’s Fall Drives Concerns for Euro

•   WSJ: Nikola Wins Order for 2,500 Electric Garbage Trucks

•   WSJ: Why Are Some Groceries Still So Hard to Find During Covid?

•   NYT: Big Tech Makes Inroads With the Biden Campaign

•   NYT: Lebanon’s Government Resigns Amid Widespread Anger Over Blast

•   WP: New Trump chief of staff drew hard line during relief talks, challenging Democrats’ approach

•   FT: German Social Democrats pick Olaf Scholz to run for chancellor

•   FT: Lukashenko faces further night of protests over Belarus polls

•   FT: Landlords see cracks in August rent as stimulus talks stall

•   FT: UK trade deal with Japan stalls over blue cheese demands

•   FT: China hawks latch on to Trump’s campaign against Beijing

•   FT: Can Britain create a ‘green jobs revolution’?

•   FT: Fired official slams ‘military occupation’ of Brazil’s virus response

•   FT: Luxshare rises as China’s homegrown iPhone manufacturer

•   FT: Asia’s garment workers lose out on $6bn after pandemic cuts

•   FT: China’s military takes centre stage in Covid-19 vaccine race

•   FT: US faces inflation threat as money supply rockets

•   FT: Banks braced as pandemic poses biggest test since financial crisis

•   FT: South Korean mom-and-pop investors hit by plunge in Brazil’s real

•   FT: Chinese rating agencies in record boost of local government vehicles

•   FT: UK criticised for ‘unforced errors’ on trade deals

•   FT: One in three British employers plan job cuts in third quarter, survey finds

•   Bloomberg: Five Years After Devaluation Chaos, China Has the Yuan It Wanted

•   Bloomberg: Chinese Researcher Who Hid in U.S. Consulate Pleads Not Guilty

•   Bloomberg: Trump Interrupts Briefing, Citing a Shooting Near White House

•   Bloomberg: Sharp, Short U.S. Recession Giving Way to Longer-Term Scarring

•   Bloomberg: Trump Dumps Unemployment Bills on States Facing Calamity

•   Bloomberg: Fed Study Says Average Inflation May Be Better Way to Reach Goal

•   Bloomberg: Brazil Infrastructure Boss Pledges Post-Pandemic Austerity

•   Bloomberg: States Hit Supply Limitations as They Plan to Expand Virus Tests

•   Bloomberg: Trump Aims Next U.S. Tariff Barrage at European Distillers

•   Bloomberg: Erdogan Says He Wishes to See Turkey Cut Interest Rates Further

•   Bloomberg: Oil and OPEC: Shale Job Losses Accelerate in U.S. as Virus Curbs Energy Demand

•   Bloomberg: Russian Deaths Soar 19% in June From 2019 as Covid-19 Toll Rises

•   Bloomberg: Egypt’s Real Rates Are World’s Highest After Inflation Slows

•   Bloomberg: Indonesia Ramps Up Stimulus Spending to Revive Sluggish Demand

•   Bloomberg: Philippines’ House Approves $3.3 Billion Pandemic Relief Bill

•   Bloomberg: U.S. Gas, Power Utilities Join $100 Million Clean-Tech Effort

•   Bloomberg: Russia Covid-19 Vaccine Release Could Put People at Risk, Industry Body Warns

•   Bloomberg: Hydrogen Cars a Step Closer in Sydney After Hyundai Supply Deal

•   Bloomberg: The ECB’s Former Vice-President Explains The Historic Step That Europe Just Took

•   Bloomberg: China’s Poor Have to Pay the Price When Natural Disasters Hit

•   Reuters: Senators urge U.S. to remove tariffs on EU foods, beverages

•   Reuters: China's Sinopharm starts Phase III trial of COVID-19 vaccine in Bahrain

•   CNBC: After coronavirus, some CEOs plan to prioritize sustainability

•   CNBC: German firms expect coronavirus restrictions to last until April

•   CNBC: Gold prices amid coronavirus pandemic and U.S. elections

•   CNBC: Extra unemployment could be $300 a week, and you may not qualify

•   CNBC: Mohamed El-Erian: Wave of bankruptcies are big threat to market rally

•   CNBC: Geopolitical cold war with China would be a dangerous mistake, economist Jeffrey Sachs says

•   MarketWatch: Here’s what Trump’s payroll tax deferral could mean for your paycheck

•   MarketWatch: Fed’s Kashkari warns of a ‘greater catastrophe’ that could make the last few months feel like ‘just a warm-up’

•   Fox Business: Trump's executive orders give Congress new deadline: Goldman Sachs

•   Fox Business: Will Americans get a second $1,200 stimulus check? What we know

•   SCMP: Philippine navy warns of Chinese provocation in South China Sea

•   SCMP: Exclusive | ByteDance to escalate fight against Trump’s TikTok ban, sources say

•   SCMP: Beijing will honour phase one trade deal with US, central bank chief says

•   SCMP: Chinese consumers feel the pinch as pig prices fly high

•   Global Times: Five Eyes' countries play double standard, don't representing intl community: Chinese FM

•   매경(P1): 3차 추경 한달만에…與, 4차 추경 카드

•   매경: 재난지원금 펑펑 쓰더니 수해복구 쓸돈 바닥…4차추경 2조 넘을듯

•   매경: 물폭탄 맞은 한국경제…`V자 반등` 물거품되나

•   매경(P1): 이선기 美카네기멜런대 교수, 매경 AKMS 젊은경영학자상

•   매경: "기업들의 공간혁신 실험…구글·페북 무조건 모방은 금물"

•   매경(P1): 부동산 시장 감시할 감독기구 신설 추진

•   매경: 폭등하는 전셋값 언급않고…대통령 "집값 안정세 시작됐다"

•   매경: 투기 대응 `부동산판 금감원` 만드나

•   매경: 해외선 표준임대료가 대세?…대부분 없앤다

•   매경: "도어록·변기 세입자가 고쳐서 살라"…곳곳서 전월세 분쟁

•   매경: 매달 하나씩 규제 추가…부동산 `Kill린더`

•   매경: 통합당 `한국형 기본소득` 추진 공식화

•   매경: "여론에 흔들렸다면…금융실명제 아직도 못했을것"

•   매경: "세계 100대 ICT사에 삼성뿐…디지털혁신 가속화 필요"

•   매경: 프리미엄폰 `대격돌`이 즐겁다…`카메라부품` 파트론 한달새 25%↑

•   매경: [Mobile World] 더 막강해진 갤노트20…가성비·그립감·내구성에 반했다

•   한경(P1): "집값 대책, 경제원칙 완전히 무시"…경제 원로들 '쓴소리'

•   한경: "내년 경기회복 지나친 낙관 말아야"

•   한경(P1): 현대車 '아이오닉' 전기차 브랜드로…2024년까지 신차 3종 출격

•   한경: 현대차 '아이오닉5' 내년 출격…20분 충전해 450㎞ 달린다

•   한경: "중저가 1주택자 재산세 인하…몇억 이하로 할지 10월 발표"

•   한경: 서울서 4억으로 전셋집 구하려면…9년 전 34평, 지금은 22평

•   한경: 김태년 "부동산 정책 흔들리지 않는다"

•   한경: 巨與에 치여'…무력감 빠진 관료들

•   한경: 맞벌이는 집 사지 말라는 정부

•   한경: 逆성장에도…"韓 GDP 순위 12→9위 상승"

•   한경: 이재갑 "고용유지지원금 60일 연장"

•   한경: 이재용 기소 여부' 침묵 길어지는 검찰

•   한경: 갤럭시가 선점한 '접는 스마트폰'…모토로라·화웨이도 도전장

•   한경: 갤럭시 언팩'서 빛난 웨어러블 기기 써보니…

•   한경: 태양광 이용해 바닷물을 식수로…'담수화 신기술' 나왔다

•   서경(P1): [시그널] SK그룹, 3조 도시가스 사업 매각검토

•   서경: [시그널] "지금이 매각 적기"... 성사땐 올 M&A 최대어될듯

•   서경: 1인당 국가 채무 1,500만원 돌파

•   서경: 삼성전자, ARM·AMD 손잡고 안드로이드 AP 1위 노린다

•   조선(P1): 폭우가 휩쓴 자리엔, 4대강·태양광 논란

•   조선: 1만여 山地 태양광 70% 文정부때 세워… 주민들 "산사태 정부책임"

•   조선: 野 "태양광 국조 추진"… 與 "산사태 중 태양광 관련은 1%뿐"

•   조선: 부동산 세금부담 OECD 2위인데… 文, 보유세만 비교해 "낮은 편"

•   조선: 자산가들 "稅부담 늘어나도 집 안팔겠다"

•   조선비즈: 전력망 사업 넘보는 SK·한화…전력 사고파는 '에너지 프로슈머' 공략

•   조선비즈: 코로나 사태가 무색한 빌딩시장… 상반기 꼬마빌딩 거래액 10조원 넘어서

•   조선비즈: [전기차시대] ① 공간 혁명, 확 넓어진 실내…영화관·사무실이 車 안으로

•   조선비즈: "휴직하다 해고되는거 아닌지"… 코로나發 고용 불안에 기업도 직장인도 '벼랑 끝'

•   중앙: ICT 빅5 시총 한국 530조<중국 2211조<미국 8092조원

•   동아(P1): 노영민 비서실장은 남았다

•   머니투데이: 아차' 하면 中에…'배터리 왕좌' 뺏긴다

•   더벨: 현대중공업그룹, 두산인프라 인수 관심 없을까

•   헤럴드경제(P1): “文정부 부동산정책 현상태론 실패한다”

•   헤럴드경제: “서울 전세가 내년 상반기까지 오를 것…퇴로 마련 서둘러야”

•   파이낸셜뉴스(P1): 巨與 국회' 입법 폭주.. 反시장법안 쏟아낸다

•   파이낸셜뉴스: 구광모, LG에 1등 DNA 심었다… 시총 2년새 93조 → 124조 [LG의 혁신경영]

•   파이낸셜뉴스: 하반기 MLCC 수요 확대… 삼성전기, 하반기 반등 기대 [포춘클럽 라운지]

•   파이낸셜뉴스: LGD, 투명 OLED 내세워 업계 1위 굳힌다

•   파이낸셜뉴스: 상한제 막차' 서울 분양 쏟아낸다

•   파이낸셜뉴스: 임기 만료 앞둔 은행 수장 6명, 누가 연임할까...거취에 쏠린 눈

•   아시아경제(P1): 강남서 거둔 공공기여금, 강북 낙후개발에도 쓴다

•   아시아경제(P1): 치솟는 전셋값에…서민·중산층 2금융行

•   아시아경제: 中에 밀리는 한국 LCD, 갈수록 고전

•   이데일리(P1): 525조 역대 최악 빚더미에도 공공기관 방만경영 여전

•   이데일리(P1): ARM 인수전 나선 반도체 기업들…삼성전자도 참전 가능성

•   이데일리: ARM은 누구 품에…반도체 지각변동 시작됐다

•   이데일리: 인생 최대의 베팅'이라던 ARM, 손정의는 왜 포기했나

•   이데일리: 글로벌 M&A 증가하는데..사법리스크에 손발 묶인 삼성

•   이데일리: [단독]그린뉴딜 승부수…매출 1000억 에너지벤처 100곳 키운다

•   이데일리: 국제통' Vs '국제통'…차기 한은 부총재는?

•   이데일리: 탈석탄' 암초 만난 베트남 석탄화력사업…삼성·두산 참여할까

•   뉴스1: 공론화 끝났는데 또 의견 수렴?…탈핵단체 반발에 눈치보는 정부

•   뉴스1: "한국과 중국 D램 기술격차 5년 이상…진입장벽 높다"

•   더구루: 두산중공업 '루마니아 사업장' 부지 매각 급물살…2~3곳과 협상 진행

•   에너지경제: 청정 수소산업 창출이 곧 ‘큰 투자 기회’

•   MINING.com: Fuel cell EVs become more common in heavy industry applications

•   전자신문: 대덕전자, 비메모리 패키징 사업 힘 싣는다

•   전자신문: 정부, 원전해체핵심기술개발사업 본 예타 돌입...이르면 연내 결론

•   전자신문: 中, 이번엔 'QD디스플레이' 굴기…삼성디스플레이-BOE, 한중전 임박

•   디지털데일리: 갤럭시노트20 사전예약 ‘순항’…고정 팬 영향?

•   Robotics & Automation News: Rozum Café develops collaborative robotic system for coffee-making and serving

•   Robotics & Automation News: Airbus unveils autonomous helicopter

•   Robotics Tomorrow: Autonomous Mobile Robot (AMR) Conveyors for Small Loads & Applications

•   Robotics Tomorrow: Robot Sensor Market is set to surpass USD 4 billion by 2026

•   Robot Report: 中 하이센스,'TV 조립부터 운송까지' 로봇 대거 도입

•   Modern Materials Handling: New Diesel Forklifts Elevate Ergonomics and Productivity

•   Modern Materials Handling: Lift truck trends to watch in 2020 and beyond

•   Modern Materials Handling: Lift Truck Tech: Trends converge around labor efficiencies

•   Modern Materials Handling: Top 20 lift truck suppliers in 2020

※   Ninth on our list is Doosan, which grew revenues by 4% in 2019.

•   Dronelife: The Ban on Chinese Drones: Lawmakers Set Their Sights on China-Made Tech

•   Dronelife: The Forecast for Passsenger Drones is Sky High

•   Nikkei Asian Review: Japan Inc. profit set to sink 36% this year, but rebound on way

•   Nikkei Asian Review: Japan and UK eye fall launch for $20bn global vaccine alliance

•   Nikkei Asian Review: US, China and other rich nations chase COVID-19 vaccine paydays

•   Economic Times: RBI’s silence on record India bond sales leaves traders baffled

•   Economic Times: 327 items form 3/4th of imports from China, ‘can be alternatively sourced’

•   Livemint: Phonemakers in India build capacity  to  tap global orders

•   Livemint: FinMin calls for real-time monitoring of key infra projects to push growth

•   Folha de S.Paulo: Brazil Surpasses 100,000 Deaths by Covid-19 with No Sign of When Pandemic Will End

•   Jakarta Post: 6,500MW power plants, mostly coal, set for delay amid pandemic

•   Jakarta Post: Retailers optimistic annual sale season will jump start consumer spending

•   Viet Nam News: Nearly 20,000 rooftop solar power projects installed

•   Viet Nam News: Businesses struggle as another outbreak hits

[Opinions]

•   Project Syndicate(Eric Posner): Avoiding the Trump Trap

•   Project Syndicate(Ricardo Hausmann): Why Zoom Can’t Save the World

•   FT(Editorial Board): The right way to restructure after Covid

•   FT(Gideon Rachman): Modi and Erdogan thrive on divisive identity politics

•   FT(Megan Greene): Rethink jobs to retool the post-pandemic economy

•   FT(Thomas Hale): China: The Bubble That Never Pops, by Thomas Orlik

•   FT(John Plender): There are no easy answers in the low-return era

•   FT(Michael Strobaek): Investor fears about looming inflation are overblown

•   WSJ(Chris Jacobs): How the Bidens Dodged the Payroll Tax

•   NYT(Paul Krugman): Trump Sends In the Economic Quacks

•   WP(Editorial Board): The world must not let China steamroll Hong Kong

•   WP(Catherine Rampell): Trump’s inadvertent tax hike

•   WP(Henry Olsen): Trump’s executive actions are overreach. The next president will likely do worse.

•   WP(Eugene Robinson): The wreckage that Joe Biden might inherit in November

•   WP(Paul Waldman): Trump pretends he has saved the economy while the country’s misery deepens

•   WP(Josh Rogin): China’s latest Hong Kong crackdown demands a strong U.S. response

•   WP(William Pesek): Japan could be on the brink of a second wave. Will Shinzo Abe act?

•   WP(Daniel Hemel): Trump’s actions on pandemic relief aren’t illegal. They’re just ineffective.

•   Bloomberg(Mohamed A. El-Erian): Trump’s Executive Actions Are Just a Band-Aid

•   Bloomberg(Justin Fox): A Grim Milestone on Covid-19 Could Be a Turning Point

•   Bloomberg(Noah Smith): New York and San Francisco Can’t Assume They’ll Bounce Back

•   Bloomberg(Mac Margolis): For Argentina, Reaching a Debt Deal Was the Easy Part

•   Bloomberg(Tim Duy): More Long Bonds From the U.S.? Not a Problem for the Fed

•   Bloomberg(Brian Chappatta): Trump Orders an Anti-Stimulus Plan for Struggling States

•   Bloomberg(John Authers): Seven Deadly Unknowns Drive Dollar's Downward Spin

•   Bloomberg(Noah Feldman): A Simple Way to Think About Trump’s Confusing Covid Orders

•   CNN(Dean Obeidallah): Joe Biden just destroyed one of Trump's biggest attack lines

•   MarketWatch(Nigam Arora): Trump’s payroll-tax executive order could boost the stock market

•   MarketWatch(Mark Hulbert): Here are your odds that stocks will outperform bonds over the next 20 years

•   MarketWatch(Paul Brandus): Trump’s election year gamble: Messing with Social Security and Medicare

•   MarketWatch(Chris Jackson): Why Trump is unlikely to pull off an election surprise against Biden like he did with Clinton

•   헤럴드경제(김동섭): 그린사회 앞당기는 가스터빈 복합화력 성장동력화