Business Intelligence Monitor 200812

(Introduction)

[Markets]

•   Global: Stocks off highs on stimulus concern; gold, silver tumble

※   Dollar slips while stocks are on the march

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 1%대 상승 마감…26개월만에 2,400선 돌파

•   한국: 두산그룹주 엇갈려, 두산솔루스 3%대 상승 두산중공업 2%대 하락

•   한국: 코스피 1400→2400 직행때 600% 급등한 두산퓨어셀 제친 이 종목

•   Metals: Copper falls due to tensions between China and the United States along with concern about the pandemic

•   Grains: Corn futures tread water as U.S. farmers assess storm damage

[Indicators]

•   US Jul. PPI: Core U.S. Producer-Price Gauge Accelerates From a Year Ago

•   US Jul. Small business optimism index: U.S. Small-Business Optimism Dropped Amid Virus Spikes in July

•   Germany Aug. ZEW economic sentiment: Investors optimistic about Germany’s economic prospects

•   UK Jun. Employment: U.K. Jobs Crisis Worsens as Employment Drops Most Since 2009

•   UK Jul. Retail sales: UK retail sales remain robust in July

•   China Jul. Car sales: China auto sales surge in July, log fourth straight month of gains

•   China Jul. New yuan loans: China bank loans fell in July, but broad credit and liquidity growth quickened

•   한국 6월 재정수지: 상반기 재정적자 110兆 '역대 최악'

※   동아: 기업 경영난에 상반기 법인세 작년보다 31.5% 덜 걷혀

•   한국 8월 1~10일 수출: 8월 1∼10일 수출 23.6%↓…일평균 기준 12.7%↓

•   Japan Jun. GDP(JCER est.):Japan GDP jumps 2.7% in June on reopenings: JCER

•   Japan Jun. Current account:Japan's 2020 1st half current account surplus lowest in over 5 yrs

•   Japan Jul. Economy Watcher sentiment: Japan's economy watcher sentiment almost back to pre-pandemic level

•   Japan Jul. Bankruptcies: Bankruptcies in Japan edge down in July despite COVID-19

•   India Jun. Industrial production: India June factory output contracts 16.6%

•   Russia Q2 GDP: Russian economy contracts 8.5% in Q2 amid coronavirus pandemic

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: New Covid-19 Cases Fall Below 50,000 in U.S. for Second Straight Day

•   WSJ: Employers Cast Wary Eye on Trump Payroll-Tax Deferral

•   WSJ: When Will the Latest Coronavirus Unemployment Benefits Start? What We Know

•   WSJ: Fed to Lower Rates for Cities, States Seeking Short-Term Loans

•   WSJ: Hotel Robots Get Second Life as Industry Adapts to Covid-19

•   WSJ: Airbnb Plans to File for IPO in August

•   WSJ: Tesla to Enact 5-for-1 Stock Split

•   WSJ: TikTok Tracked User Data Using Tactic Banned by Google

•   NYT: Kamala Harris Is Biden’s Choice for Vice President

•   NYT: To Withhold or Not: Trump’s Order Gives Employers a New Dilemma

•   WP: White House looks at plan to keep out citizens and legal residents over virus

•   WP: Russia unveils coronavirus vaccine ‘Sputnik V,’ claiming breakthrough in global race before final testing complete

•   FT: US appeals court throws out antitrust ruling against Qualcomm

•   FT: Belarus opposition leader flees to Lithuania after rejecting election results

•   FT: Sunak weighs delaying autumn Budget on second Covid wave

•   FT: US waters down rhetoric in Iran arms embargo resolution

•   FT: Saudi Aramco’s $75bn dividend dilemma

•   FT: Thai protesters risk jail time with criticism of monarch

•   FT: Why Trump’s Hong Kong sanctions are bad news for banks

•   FT: Bolsonaro and the generals: will the military defend Brazil’s democracy?

•   FT: EU’s top credit rating can survive €750bn stimulus, say agencies

•   FT: Companies warn of collapse as English councils resume debt collection

•   FT: Australia aims to become renewable energy export superpower

•   Bloomberg: Dollar’s Decline Not as Stunning After Adjusting For Inflation

•   Bloomberg: Lai's Arrest Shows Why the West Lost Faith in Hong Kong Courts

•   Bloomberg: China’s Poor Squeezed by Surging Food Prices and Stagnant Wages

•   Bloomberg: Small Businesses Are Dying by the Thousands — And No One Is Tracking the Carnage

•   Bloomberg: Weaker Dollar Is Reprieve for Central Banks Hoping to Ease More

•   Bloomberg: Stimulus Impasse Risks Dragging to September, Imperiling Economy

•   Bloomberg: Behind Boris Johnson’s Schools Push Is Fear of More Economic Pain

•   Bloomberg: U.K. Firms Warn Washington Tariffs May Impede Free-Trade Talks

•   Bloomberg: Fed’s Barkin Warns Economy Faces ‘Sinkhole’ Requiring More Aid

•   Bloomberg: Fed Ramps Up Auto Bond Buying With Industry Starting to Recover

•   Bloomberg: New York, Miami Leading America in Mortgage Delinquencies

•   Bloomberg: Thousands of Small Businesses Going Bankrupt in US Are Uncounted in Covid

•   Bloomberg: A Global Guide to the New Benchmarks That Will Replace Libor

•   Bloomberg: U.S. to Label Hong Kong Goods as China-Made as Tensions Rise

•   Bloomberg: Biggest Corn Sales Since 1996 Can’t Counter Record Yields

•   Bloomberg: Trump Says He’s ‘Seriously’ Mulling a Capital Gains Tax Cut

•   Bloomberg: Why Climate Action, $40 Oil Create ‘Stranded Assets’: QuickTake

•   Bloomberg: Turkey Stealth Tightening Sets Back Clock on Rate Simplification

•   Bloomberg: Covid-19 Curbing Corporate Deals for U.S. Clean-Energy Projects

•   Bloomberg: Trump’s Assault on WeChat Endangers a $280 Billion Tencent Rally

•   Reuters: Trump says 'great' bond with China's Xi changed after COVID-19

•   Reuters: U.S.-China trade deal in 'fine' shape, White House's Kudlow says

•   Reuters: Few U.S. firms see Trump's Phase 1 China trade deal as worth tariff costs, survey shows

•   Reuters: French PM: Coronavirus spread may get harder to control

•   Reuters: Scientists ask: Without trial data, how can we trust Russia's COVID vaccine?

•   Reuters: Sinovac launches Phase 3 trial for COVID-19 vaccine in Indonesia, reports Phase 2 details

•   Reuters: WHO says discussing new COVID-19 vaccine with Russia

•   Reuters: U.S. energy bankruptcy surge continues on credit, oil-price squeeze

•   Reuters: Japan banks keep lending at record pace in July as pandemic pain persists

•   Reuters: Japan short of rescue plans for regional lenders hit by pandemic

•   Reuters: Iran nuclear deal at risk as U.N. council prepares to vote on arms embargo

•   CNN: Boeing loses more jet orders

•   CNN: Bitcoin is the surprise 'safe-haven' investment that surged 180% since March

•   CNBC: Trump urges Americans to stop politicizing the coronavirus, blames China

•   CNBC: Chinese firms that fail U.S. accounting standards to be delisted as of 2022: Mnuchin

•   CNBC: Trump says U.S. has reached deal with Moderna for 100 million doses of coronavirus vaccine

•   CNBC: New U.S. sanctions add uncertainty for global banks looking to tap China market

•   CNBC: At least 1 million people may not get Trump's $400 unemployment boost

•   CNBC: China unveils policies to boost chipmakers as tensions with U.S. rise

•   MarketWatch: This is when people with COVID-19 are at the greatest risk of spreading the virus

•   MarketWatch: JPMorgan's Dimon says there will be some economic 'scar tissue' from coronavirus

•   Fox Business: Biden saved big bucks using payroll tax loophole

•   SCMP: Chinese military told not to fire first shot in stand-off with US

•   SCMP: China is still open for business despite strategy to rely on domestic market

•   SCMP: China’s state-owned giants tasked with creating global industrial champions

•   Global Times: Huawei unveils plan for smart cars

•   Global Times: Chinese firms in US affected by anti-China rhetoric: report

•   Global Times: US should cooperate with China to implement phase one trade deal

•   Global Times: Major US semiconductor firms tighten sales channels in China

•   매경(P1): `숏머니` 2380조…자산시장 흔든다

•   매경: 올해 늘어난 통화량의 90%가 숏머니로…고수익 찾아 `기웃`

•   매경: "연말까지 MMF등 초단기 상품에 돈 몰릴것"

•   매경: "자금이탈 막자" 은행·저축銀·카드·빅테크 합종연횡

•   매경: 보수적 6070도 "주식 앞으로"…고객예탁금 7개월새 2배 늘었다

•   매경: 이렇게 주가 오르는데…하락에 베팅한 개미들

•   매경: 인기 식은 주식형펀드·ELS…한달새 1조6천억 빠져나가

•   매경(P1): "부동산 대출규제 위반 엄중조치"

•   매경(P1): 블랙스톤 vs 블랙록 회장…세지포에 서는 월가 맞수

•   매경: 코로나시대 超불확실성…월가 빅샷들, 세계경제 풀어낸다

•   매경: 코로나 치료 현주소는…제약·백신 리더도 집결

•   매경: 한일관계 회복, 어디서부터?

•   매경(P1): 미국 車유통사 HAAH, 쌍용차 실사

•   매경: [단독] "태양광, 경사 10도 미만 산지에 설치"…국책硏 기준 무시한 산업부

•   매경: 與 4차추경 공식화…"최소 3조원 이상"

•   매경: 바뀐 세법 시행일 들쭉날쭉…아차했다간 `억대 손실`

•   매경: 임대차법 졸속입법 아직도 혼선 큰데…與 "더 세게 법 개정"

•   매경: 2년새 30% 올렸는데…공시가 더 올리겠다는 與

•   매경: 빈 상가 오피스텔로 개조…도심 8천가구 공급 추진

•   매경: 임대비중 확 늘린 공공재개발…상인들 임시상가도 지어주라니

•   매경: K조선, 선박 수주 글로벌 1위

•   매경: 포스코, 내달 강재값 올린다…철광석값 상승에 원가 부담

•   매경: SK하이닉스, 車메모리·파운드리로 확장 가속

•   한경(P1): 임대료까지 정부가 정하는 한국, '대네수엘라' 되나

•   한경(P1): "바이오 초격차"…삼바, 세계 최대 공장 짓는다

•   한경: 코로나가 바꿨다 '공유'에서 '소유'로…車 사는 2030

•   한경: 주식 몰빵' 슈퍼리치들…수익률 대박 난 남다른 투자 종목

•   한경: 하루 15% 급등…'잡주'처럼 움직이는 대형주

•   한경: 은행 지점 매주 7개씩 사라져…금감원 "폐쇄 너무 빠르다" 제동

•   한경: 한전, 말레이에 21년간 전력 공급

•   한경: 기업에 이중과세한 지방세 4300억 돌려준다

•   한경: 완성차·부품업체도 내년부터 온실가스 배출권 사야

•   한경: SKC, 솔믹스 합병 추진…반도체 소재 사업 키운다

•   한경: LG유플러스, 세계 첫 5G 'AR 글래스' 내놨다

•   한경: 이제는 대륙이다…동학개미, 올해 中주식 1.8조원 샀다

•   한경: 8·4 대책' 구체화…서울시, 11만가구 공급 속도낸다

•   서경(P1): "태양광 짓기 전엔 산사태 없었는데···"

•   서경: "그린뉴딜로 '山地 태양광' 늘리면 위험 자초"

•   서경(P1): 대통령의 ‘부동산 규제 만능주의’ 문제 있다

•   서경(P1): [단독]갈길 먼 소부장···130개 기업 지원했지만 사업화 성공 3곳뿐

•   서경: "겁주는 방식으로 집값 못잡아...선한 의도도 부작용 살펴야"

•   조선(P1): 월급의 8%, 건보료 상한' 44년만에 폐지

•   조선(P1): 올해 성장률 OECD 1위… 내년엔 34위 추락 전망

※   OECD: Korea: Keep supporting people and the economy until recovery fully under way

•   조선: 성장률, 금융위기땐 2년 연속 OECD 최상위권… 이번엔 올해만 선방

•   조선(P1): "집값 14% 올랐단 정부, 근거 못대더라"

•   조선: 文 지시한 '집값 감독기구'… 차베스式 가격통제와 닮은꼴

•   조선: "4년내 20만가구, 전세 걱정없다"… 국토부 계획대로 될까

•   조선: "임대료 규제 부작용은 천천히 나타나… 정치적으로 매력적"

•   조선: 태양광 피해, 산림청 "12건뿐" 에너지공단 "16건"

•   조선: 점포 500개 밀집 남대문 중앙상가서도 확진

•   조선: "연내 2500 간다" vs "곧 큰 조정 온다"

•   조선: 빚내서 주식 투자' 15조원 사상 최대

•   조선: 큰손 화웨이 없어도 주문 폭주… TSMC 반도체의 질주

•   조선비즈: 신재생에너지 발전 늘리려고… DJ가 추진한 전력산업 구조개편도 뒤엎나

•   조선비즈: [전기차시대] ② 글로벌 車 회사, "코로나發 구조조정, 살 길은 전기차 뿐"

•   조선비즈: 강경화 독일行에도 한국 G7 참여 먹구름…러시아 참석 놓고 이견 커

•   동아: 트럼프 “G7 정상회의, 대선 이후로 미루겠다” 북미대화 중재-한일관계 개선 기회 더 멀어져

•   동아: 수천억 사옥들 활용해 가치 창출… ‘SK 리츠’ 뜬다

•   문화: “서울 집값, 임대 아닌 중산층 주택공급 통해 잡아야”

•   머니투데이: 수소시범도시 안산' 한전KPS가 밑그림

•   머니투데이: 한국경제 3분기에 과연 반등할 수 있을까?

•   더벨: 인프라코어 매각 변수 'DICC 소송' 대응 전략은

•   헤럴드경제(P1): “백악관, 주한미군 감축 당장의 계획은 없다”

•   헤럴드경제(P1): 생애 최초 주택 취득세 ‘누구나 감면’

•   헤럴드경제: “서울 집값 잡겠다고 우리가 희생양인가?”…난개발·대책없는 교통대책…과천·태릉 분노

•   헤럴드경제: 4대그룹株 급등 속 LG 3위 약진…현대차 하반기 맹추격

•   헤럴드경제: 재정 ‘빨간불’…국세감면율은 사상 최고

•   헤럴드경제: 한전, 노동이사제 공기업 1호 되나…김종갑 사장 재추진 의사 밝혀

•   헤럴드경제: 금감원, 1년 반 만에 산은 부문검사 착수

•   파이낸셜뉴스(P1): 상환 늦춰준 대출 36兆 '시한폭탄' 되나

•   파이낸셜뉴스: 청년들은 취업에 허덕이는데… "드론·로봇엔 일할 사람이 없다"

•   파이낸셜뉴스: "코스피 2500 넘어선다… IT·바이오·2차전지에 베팅하라" [코스피 2400선도 돌파]

•   파이낸셜뉴스: 민노총 비대위, 투쟁 선언… 노사관계 가시밭길 예고

•   파이낸셜뉴스: 벌써 품귀… '갤노트 20' 대박 조짐

•   파이낸셜뉴스: 소규모 신재생에너지 관리할 가상발전소 만든다

•   아시아경제(P1): 집값 못잡고 거래만 잡은 토지거래허가제

•   아시아경제(P1): 포천 '세계 500대 기업' 중국, 미국 첫 추월…삼성 19위

※   Fortune: The Fortune Global 500 is now more Chinese than American

※   Fortune: Global 500 Search

•   아시아경제: 코로나 버블' 우려에도…韓銀 유동성 회수 어려운 이유

•   아시아경제: 지원 문턱 높이고 해외자원 투자 막고…정치권에 발목 잡힌 국책은행

•   디지털타임스(P1): `부동산 3法` 국무회의 통과… 내년부터 종부·소득稅 인상

•   디지털타임스: 반도체·5G도… `180兆` 약속 지키는 이재용

•   이데일리(P1): [단독]2000명 규모 '부동산 감독원' 만든다

•   이데일리(P1): ‘공장총량제’ 완화 결국 무산…반쪽된 유턴기업 지원

•   이데일리(P1): [장외로 번진 투자열기]공모주 맛본 동학개미 "상장 전단계부터 잡자"

•   이데일리: 부동산감독원 제2의 공수처 되나…업무중복·옥상옥 불가피

•   이데일리: 文대통령, 집값 잡힌다더니…부동산시장 '후끈'

•   이데일리: 메이필드호텔 서울, 업계 최초 실외 배송로봇 도입

•   이데일리: [GAIC Webinar]①코비드發 신용위기...100조원대 부실채권시장 열린다

•   이데일리: 설비 투자 줄이고 실탄 확보…K-기업 '포스트 코로나' 시대 준비

•   연합: EU 집행위 "폴란드의 LG화학 공장 보조금 지급 계획 조사 개시"

•   뉴시스: 국민 64만명 찬성 "신한울 3·4호기 건설 즉각 재개하라"

•   뉴스핌: 지금이 배터리 독립 적기? …LG화학, '전지사업 분사설' 수면 위로

•   이투데이: ‘우선협상자 2곳 선정’한 두산모트롤...최종 결론은?

•   아시아타임즈: 한전, 신재생 발전 진출로 적자 확대되나?

•   베타뉴스: 두산타워 쇼핑몰 상인들 “착한 임대인 운동 시작한 두산그룹, 임차인 목소리도 들어주세요”

•   reNews: Corporate clean power demand ‘outstripping supply’

•   reNews: Vestas wins 150MW in China

•   KHL: UK figures point to construction recovery

•   Construction Equipment: Caterpillar Retail Sales Off 23%

•   OilPrice.com: Russia’s Oil Product Exports To The U.S. Jump To 16-Year High

•   OilPrice.com: U.S. Oil Producers Take Their Crude Back From The Government

•   전자신문(P1): JDI, 애플워치용 OLED 패널 생산라인 강화…'손목 위의 한일전'

•   전자신문: LG화학·SK이노, 전기차 배터리 국산 양극재 확보 경쟁

•   디지털데일리: "中·日과 격차 더 벌린다"…韓 배터리 생태계 구축 ‘착착’

•   디지털데일리: 中 BOE 날자 삼성D 떨어졌다…갤럭시S20 부진 여파

•   Phone Arena: Expect a non-5G iPhone in the spring but not the iPhone SE 2021

•   Hannover Messe News: The hydrogen transformation: future paths, sectors and measures

•   Robotics & Automation News: The Robots Are Here to Stay: How Automation is Affecting Global Business

•   Robotics & Automation News: German engineering companies losing massive market share due to subtle trade barriers

•   Robotics & Automation News: Japanese government to develop common standards for robots in workplaces

•   Robotics Tomorrow: Robotic House Construction—Sekisui Heim’s Pursuit in Combating a Housing Industry Labor Shortage

•   로봇신문: IFR,"2022년 산업용 로봇 보급대수 400만대 예측"

•   Nikkei Asian Review: Japan grows wary of China's smart-city global standards

•   Nikkei Asian Review: US waived extra tariffs on 70% of Japanese steel and aluminum

•   Nikkei Asian Review: SoftBank posts $11.8bn net profit in first quarter

•   Livemint: Why India has become a key battleground for Amazon and Microsoft

•   Business Standard: GDP growth might hit the lowest since 1947, warns N R Narayan Murthy

•   Business Standard: India's daily Covid-19 cases more than that of US, Brazil for a week: WHO

•   Folha de S.Paulo: Brazil Has 721 New Deaths from Covid-19 in 24 Hours

•   Jakarta Post: Government expands wage subsidy to include 3 million furloughed, reduced pay workers

•   Jakarta Post: Fitch affirms Indonesia’s BBB rating with stable outlook despite vulnerabilities

•   Jakarta Post: Govt to spend $37b stimulus by year end through new programs, simpler bureaucracy

•   Jakarta Post: Prabowo has political capital to run in 2024 presidential race, but 'not enough to win it'

•   Viet Nam News: Việt Nam faces lowest growth in 35 years

[Opinions]

•   Project Syndicate(Econ Films): Coronavirus, Trade, and Peace

•   Project Syndicate(Dani Rodrik): Democratizing Innovation

•   Project Syndicate(Javier Solana): Javier Solana Says More…

•   Project Syndicate(Andrew J. Nathan): The Dictator’s Two Dilemmas

•   Project Syndicate(Sławomir Sierakowski): The Struggle for Belarus

•   Project Syndicate(Shlomo Ben-Ami): Lebanon’s Agony

•   Project Syndicate(Mohamed A. El-Erian): Reading the Dollar Doldrums

•   FT(Tony Blair): Three priorities for the developing world to beat Covid-19

•   FT(Martin Sandbu): Europe risks another false dawn after coronavirus

•   FT(Dominic Bunning): There is plenty of life yet in the US dollar

•   WSJ(Ed Finn): Get Ready for the Biden Stock Boom

•   WSJ(Hernando de Soto): How to Beat China and Help the World’s Poor

•   NYT(Vanessa Barbara): Our President Got the Virus. I Barely Noticed.

•   WP(Editorial Board): Biden needed a running mate prepared to serve as president. Kamala Harris met that test.

•   WP(Editorial Board): Shutting down WeChat isn’t the answer. Call out its specific violations.

•   WP(Jennifer Rubin): Kamala Harris was Joe Biden’s boldest and most qualified pick

•   WP(Kathleen Parker): Creating a vaccine isn’t a race, Mr. Putin

•   WP(Josh Rogin): Trump won’t be hosting the G-7 summit this fall. That’s a good thing.

•   WP(Jonathan Capehart): Low-income Americans could help oust Trump — if they show up

•   Bloomberg(Tyler Cowen): Not Even Herd Immunity Can Fully Protect Us

•   Bloomberg(Marcus Ashworth): Junk Bond Crowd Finds America More Welcoming

•   Bloomberg(Eli Lake): Would a New Iran Deal Be Tougher Than the One Trump Left?

•   Bloomberg(Max Nisen): Russia Doesn’t Really Know Whether Its Covid Vaccine Works

•   CNN(SE Cupp): The four reasons Joe Biden chose Kamala Harris

•   CNN(David A. Andelman): Trump is assembling a coalition of the willing against China

•   CNN(David Axelrod): Why Kamala Harris won the VP contest

•   MarketWatch(Paul Brandus): Biden lays a trap for Trump in picking Harris

•   MarketWatch(Christopher Devine): Why Joe Biden’s pick of Kamala Harris for vice president won’t make or break the 2020 election

•   서경(정용훈): 최악 장마와 원전