Business Intelligence Monitor 200813

(Introduction)

[Markets]

•   Global: Stocks rise on U.S. stimulus bets; gold whipsawed

※   Silver bounces back after massive tumble

※   Macro 백업표

※   Industry 백업표

•   UK: US stocks close within a whisker of record

•   한국: 코스피 8거래일 연속 상승 마감…2,430대

•   한국: 전기·수소車 질주… 현대차, 이달에만 시총 10兆 늘었다

•   한국: 두산그룹주 상승 더 많아, 두산밥캣 4%대 두산솔루스 2%대 올라

•   Metals: Copper rises as stocks and oil rally, dollar slips

•   Grains: Corn, soybeans rise after USDA confirms massive U.S. crops

[Indicators]

•   US Jul. Fiscal account: U.S. Deficit Totaled $2.8 Trillion From October Through July

•   US Jul. CPI: July Consumer Prices Rise Amid Increased Demand for Range of Goods, Services

•   US Weekly Mortgage rates·applications: Another record low mortgage rate juiced weekly demand, but rates are suddenly rising now

•   Eurozone Jun. Industrial production: Rebound in eurozone factory output disappoints after June slowdown

•   UK Q2 GDP: UK economy suffers worst slump in Europe in second quarter

※   FT: Longer lockdown drove UK to one of deepest recessions in Europe

•   한국 6월 은행 연체율: 은행 연체율 `사상최저`…코로나 아이러니

•   한국 7월 고용: 취업자 5개월째 감소, 감소폭은 축소…실업자 21년만에 최다

※   매경: "고용상황 개선" 홍남기의 아전인수

※   매경: `한국판 뉴딜` 청년일자리 7.9만개…2030 "사실상 단기알바"

※   한경: 청년 '체감실업률' 사상 최고

•   한국 7월 아파트 매매가격: 아파트 평균 매매가…서울 10억원 넘었다

•   한국 7월 금융시장 동향: 구멍난 나라곳간, 가계·기업은 대출잔치…'빚공화국'

•   Indonesia Jun. Retail sales: Indonesia’s retail sales contract further but show signs of improvement

•   Vietnam Jul. Car sales: Automobile sales down in first seven months

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Daily Coronavirus Case Count Drops to Lowest Level Since Early August

•   WSJ: Kamala Harris, Biden’s VP Pick, Beat 10 Other Finalists for the Job

•   WSJ: Kamala Harris, Biden Differed on Trade, Medicare for All. Here’s a Guide to Their Positions.

•   WSJ: As Kamala Harris Joins Biden Ticket, Wall Street Sighs in Relief

•   WSJ: Silicon Valley Sees Kamala Harris as One of Its Own

•   WSJ: Coronavirus-Hit State Budgets Create a Drag on U.S. Recovery

•   WSJ: Fed Official Warns Pandemic Response Is Hobbling Economic Rebound

•   WSJ: China’s Xi Speeds Up Inward Economic Shift

•   WSJ: Taiwan Seeks to Start Free-Trade Talks With U.S.

•   WSJ: Checks and Balances Erode as Trump Flexes Power of the Purse

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

•   WSJ: U.S. Oil Refiners Accelerate Shift to Renewables in Downturn

•   WSJ: Why Is It Hard to Get a Rapid Covid-19 Test? The Machines Are in Short Supply

•   WSJ: Goldman Sachs Vies for GM’s Credit Card, Betting You’ll Buy Coffee With Your Car

•   NYT: In Kamala Harris, a Choice at Once Safe and Energizing

•   NYT: Advisers Consider Whether Trump Can Cut Taxes Without Congress

•   NYT: Google, Facebook and Others Form Tech Coalition to Secure U.S. Election

•   NYT: Luxury Homes Tie Chinese Communist Elite to Hong Kong’s Fate

•   WP: Harris wants U.S. to give Americans $2,000 a month during pandemic, a contrast with Biden’s measured approach

•   WP: Republicans’ mixed messaging on Kamala Harris

•   WP: Mnuchin’s latest overture to Pelosi goes nowhere and relief talks stall again

•   FT: Thousands arrested in crackdown following disputed Belarus vote

•   FT: Coronavirus makes for a brutal quarter for smaller US companies

•   FT: UK Covid death toll revised down by 5,377 after data review

•   FT: Beijing on flood alert as rains hamper China’s economic recovery

•   FT: Netherlands and Belgium split over tackling virus hotspots

•   FT: Arrest of Hong Kong media mogul sparks fears of wider crackdown

•   FT: US ambassador to the UK criticised by the state department

•   FT: China squeezes diversification out of MSCI’s EM equities nest

•   FT: Thailand to take legal action over online criticism of monarchy

•   FT: China treads cautiously in the face of US sanctions

•   FT: Brazil reels from sudden departure of top economic officials

•   FT: Cisco forecast raises spectre of broad IT spending decline

•   FT: Arrest of Hong Kong media mogul sparks fears of wider crackdown

•   Bloomberg: Apple’s $44 Billion China Market Threatened by Trump WeChat Ban

•   Bloomberg: China’s Days as World’s Factory Are Over, iPhone Maker Says

•   Bloomberg: Tencent Says Trump WeChat Ban May Not Apply to App Within China

•   Bloomberg: China to Bring Up WeChat, TikTok in Next U.S. Trade Talks

•   Bloomberg: China Investors Pick Winners From Xi’s Big New Economic Mantra

•   Bloomberg: Taiwan’s Leader Urges More Nations to Press China Over Hong Kong

•   Bloomberg: Jokowi Faces Budget Funding Dilemma as He Battles Surge in Virus

•   Bloomberg: There’s Hope Yet for the EU Country Most Reliant on Tourism

•   Bloomberg: China Banks Act to Comply With Trump Sanctions on Hong Kong

•   Bloomberg: Americans Rush to Be Their Own Bosses as Covid Hits Job Market

•   Bloomberg: Trump’s Capital Gains Taxation Idea Could Have a Surprising Victim

•   Bloomberg: Japan’s Economy Seen Taking Four Years to Regain Lost Ground

•   Bloomberg: China’s Bond Data Hint Central Bank Is Buying Government Debt

•   Bloomberg: Trump Turns Up Pressure to Open Schools With White House Event

•   Bloomberg: Mnuchin, Kudlow Say Congressional Vote Needed for Capital Gains Cut

•   Bloomberg: After 146 Days in Lockdown, Argentina’s Virus Problem Is Getting Worse

•   Bloomberg: South Africa Is Being Pushed to the Edge of Economic and Political Disaster

•   Bloomberg: Adding Up China’s Phase-1 Trade Deal Import Shortfall: Chart

•   Bloomberg: Without Vials and Needles, a Virus Vaccine Is Just a Formula

•   Bloomberg: Troubled India Shadow Banks See Signs of Revival on Stimulus

•   Reuters: U.S. leaves tariffs on Airbus aircraft unchanged at 15%

•   Reuters: OPEC trims 2020 oil demand, sees doubts about 2021 on virus fallout

※   OPEC: MOMR August 2020

•   Reuters: Smartphone shipments in China plunge 35% in July: government data

•   Reuters: Russia has $1.5 billion plan to dent China's rare earth dominance

•   Reuters: Exclusive: U.S. ban on TikTok could cut it off from app stores, advertisers - White House document

•   Reuters: China vice foreign minister says Sino-U.S. relations must not derail

•   CNN: Microsoft Surface Duo, the company's first Android foldable phone, is coming in September

•   CNN: The Hyperion hydrogen-powered supercar can drive 1,000 miles on a single tank

•   CNBC: Oil: How the coronavirus is debunking myths of the energy industry

•   CNBC: Russia coronavirus vaccine has been researched for six years

•   CNBC: Russia rejects coronavirus vaccine criticism

•   CNBC: ILO: Nearly half of young people have lost income due to the crisis

•   MarketWatch: Warren Buffett said this metric signaled the 2001 crash — now it’s sounding the alarm on global markets

•   MarketWatch: The recovery is faltering, top forecasters say

•   MarketWatch: Dr. Fauci says Russia risks ‘hurting a lot of people’ by rushing coronavirus vaccine

•   SCMP: US sanctions: economist Yu Yongding flags risk of Chinese bank assets being seized overseas

•   SCMP: Donald Trump’s move to force a sale of TikTok’s US operations puzzles analysts

•   SCMP: EU is moving closer to Washington’s position on Beijing threats, Trump administration official says

•   SCMP: US, China urged by WTO hopeful to avoid ‘old traps of cold war and rivalry’

•   SCMP: China’s exports to show ‘remarkable’ rise despite coronavirus and US decoupling threat, customs chief says

•   매경(P1): SRF발전소 10곳 건설중단…쓰레기 대란

•   매경: 쓰레기산 골치 앓는데…김천·김포 등은 `폐기물 발전소 금지` 조례

•   매경: 감사원 "환경부, 주민신뢰 확보못해 SRF사업 좌초 불러"

•   매경: 폐기물 에너지화 사업, 글로벌시장 300억弗…美·日·獨 적극 육성

•   매경(P1): "美경제 더 추락…대량 파산·해고 불가피"

•   매경: [Cover Story] 일촉즉발 미중관계…美대선전까진 더 나빠질것

•   매경: 면목동 새 아파트 `전셋값 6억 > 분양가 5억`…"전세 부르는 게 값"

•   매경: 규제 강화했지만…주택대출 7월에도 4조 늘었다

•   매경: 출근길부터 야식주문까지…하루 600만건 디지털 페이로 결제

•   매경: 7만社 고용지원금 10월 셧다운…무급휴직 대란 오나

•   매경: 외투기업 한국 떠난다…철수 173개, 진입은 56개

•   매경: 코로나대출 만기 추가 연장…은성수 "금융권과 공감대"

•   매경: "테슬라 잡는다" 자율주행 강자 `모셔널` 떴다

•   매경: 삼성디스플레이, 절전형 OLED 상용화

•   매경: 공매도 논란에…증시전문가 40% `재개` 22%는 `금지연장`

•   매경: "가파른 상승 코스피·코스닥…공매도 재개땐 하락 불가피"

•   매경: 지분형분양도 공공주도…결국 또 혈세투입?

•   매경: `주택거래허가제` 군불 때는 이재명

•   매경: [Biz Focus] 정부가 깃발 든 그린뉴딜…보조금 `당근` 탄소세 `채찍` 동시에

•   매경: [Science in Biz] 전기차 시대…`100만마일 배터리`에 사활 건 기업들

•   한경(P1): 9510가구 헬리오시티에 달랑 2건…'전세 소멸' 시작됐다

•   한경: 집값 잡는 경찰에 힘센 감독기구까지…'부동산 경찰국가' 만드나

•   한경: 감시기능 충분한데…'부동산감독원'은 옥상옥

•   한경: 미래차 육성한다면서…업계 관계자 핀잔 준 與

•   한경: 세종시, 7월 집값 상승률 1위…수도 이전 기대

•   한경: 수도권 13만가구 공급한다지만…"지자체 반발이 걸림돌"

•   한경: 기력' 되찾은 고위험 회사채…코로나 이전 가격 속속 회복

•   서경(P1): [단독]김명환 "제1노총된 민주노총 사회적 책임 다해야"

•   서경: [단독]김명환 "민주노총, 투쟁만으론 미래 없어...대화·변화할 용기 필요"

•   서경(P1): 쌍용차 '8월의 악몽' 현실 되나

•   서경(P1): 미중, 기술전쟁에 줄세우기...韓 '샌드위치' 되나

•   서경: 美-中, 16조弗 AI시장 쟁탈전 뜨겁네

•   서경: 10년만에 처음···'개미 픽' 코스피 상승률 넘었다

•   서경: 영화·야구장 문화소비에 할인권 904억 푼다

•   서경: 文 한마디에···정부, 부동산 교란행위 '형사입건' 카드 꺼냈다

•   서경: 투기세력 다 어디에? 정부, 부동산 불법 들쑤신 110건 중 단 2건 기소

•   서경: ① 태양광 설비 96%가 안전기준 강화전에 설치...추가피해 우려

•   서경: [단독] 샤오미 세계 첫 투명 OLED TV, LG디스플레이 패널 쓴다

•   서경TV: 강남빌딩 '10년 전쟁' 재점화될까? 시선RDI, 두산중공업 형사고소

•   조선(P1): 트럼프 "한국 핵무장 주요 논의 주제"

•   조선: [단독] 문무대왕릉·하동읍성 옆까지… 태양광의 습격

•   조선: 장마에 쓸려간 '7末8初 특수'… 휴가지 매출 30~40% 줄어

•   조선: "지원금 약발 다 떨어져… 6~7월 매출 다시 반토막"

•   조선: [Tech & BIZ] 삼성, 벌써 '6G 시대' 준비… 얼마나 좋은 기술이길래

•   조선: [Tech & BIZ] [테크 레터] 속터지는 5G 빠르다는 정부… 감추고 싶은 속사정은 뭘까

•   조선: 세계 10대 반도체기업 상반기 매출 17% 증가

※   IC Insights: China-Based HiSilicon's Time in the Top-10 Ranking May be Short Lived

•   조선비즈: 전기차 뜨니 배터리 스타트업도 활기

•   IT조선: 삼성D, 삼성전자 없이 QD 디스플레이 ‘초격차’ 가속 - IT조선 > 기업 > 반도체·디스플레이

•   인베스트조선: 신재생에너지 진출 고민 커진 정유사들

※   "블룸에너지는 연료전지에서 나오는 열을 따로 판매하지 않기 때문에 열발전도 같이하는 두산퓨얼셀보다 효율이 더 높다"며 "그러나 블룸에너지는 해외 기업이다 보니 REC를 2개 주게 되는데 REC는 정부 보조금이라서 해외 업체에 왜 세금을 쓰냐는 이슈가 있다"

•   동아(P1): [단독]‘빚투’ 15兆… 20대 주식 광풍

•   문화(P1): “올 고가주택 실거래 조사결과 이달중 발표”

•   문화(P1): 수해 재난지원금 2배로 상향… 4차추경 편성은 일단 보류

•   문화: [팩트체크]韓성장률 6월에도 ‘OECD 1위’였던 사실 아시나요

•   문화: 부동산 대혼란 일으키고 “구성의 오류”라는 홍남기

•   문화: “공급 늘면 가격은 하락… 민간 재건축 활성화해야”

•   한국(P1): [단독] 中 양제츠 이르면 내주 서울행...시진핑 방한 급물살

•   국민(P1): 상가·빌딩 굴리면서 부동산정책 좌지우지 [이슈&탐사]

•   국민(P1): [단독] 노량진역 철길 위에 ‘인공 땅’ 만들어 청년주택 짓는다

•   머니투데이(P1): 은행돈 빌리기 쉽다고? 이젠 빡빡해진다

•   머니투데이: [단독]분상제 '열외' 공공재개발, 최고 50층 가능해진다

•   머니투데이: 삼성전자 사장이 미국 지인 한마디에 무릎치며 개발한 TV

•   더벨: 두산인프라 매각가, 치열해지는 '눈치 게임'

•   더벨: 소송에 발목' 두산인프라, 정말 1조원 떠안을까

•   더벨: 두산건설, 경영평가액 '0원→1378억' 회복 시동

•   헤럴드경제(P1): 원금보장 안되는 뉴딜펀드…정부가 위험부담 총대멘다

•   헤럴드경제(P1): 서울시 지분적립형 분양 8년간 1만7000호 공급

•   헤럴드경제: 기업구조조정 해결사, 정책금융기관 ‘5형제’ 행보 촉각

•   파이낸셜뉴스: 한국 수출 반도체 쏠림 심화… 수출국도 중국이 25%

•   아시아경제: SPV 뚜껑 열어보니…회사채 중 A등급 85%

•   이데일리(P1): “부동산감독기구, 내년1월 출범 목표”

•   이데일리(P1): 與 '삼성생명법' 속도전..삼성 지배구조 흔드나

•   이데일리: 23조원 삼성전자株 '매물폭탄' 나오나

•   이데일리: 잇단 삼성그룹 겨냥 법안…"기업활동 제약 지나쳐"

•   연합: [광복 75년] ① "일본 뛰어넘는다"…부품·소재분야 똘똘 뭉쳤다

※   두산중공업 등 창원국가산업단지 기업들과 협력해 최근 1ｍ급 고강도 타이타늄 블레이드(Blade)를 국산화하는 개가를 올렸다.

•   뉴스1: "한국 D램·스마트폰 등 7개 품목 세계 시장 점유 1위"

•   뉴스토마토: 전기차 호조에…배터리 부품사도 몸값 '껑충'

•   아시아투데이: RPS 100% 이행 뒤 짙은 그림자…태양광 발전사업자 “고사 직전” - 아시아투데이

•   Power Engineering: Gas-fired and carbon free resources fueled close to 80 percent of U.S. power first half 2020

•   Power Engineering: UK: National Infrastructure Commission calls for 65% renewables by 2030

•   에너지경제: 민자 火電에 수조원 방만 대출'...환경단체, 감사원 감사 청구

•   에너지경제: 文 탈원전 쐐기 박나?...'탈핵론자' 김제남 靑수석 내정에 원전업계 '긴장'

•   KHL: Bobcat T450 helps with asbestos removal

•   KHL: US hotel construction remains robust

•   Construction Equipment: Bobcat Adds Dealerships in Calif, Fla.

•   OilPrice.com: U.S. Shale Drilling Unlikely To Rebound In 2020

•   CNET: US phone shipments rebound following COVID-19 closures, analyst says

•   CNET: Microsoft Surface Duo vs. its foldable rivals: Galaxy Z Fold 2 and Razr specs compared

•   MIT News: Assessing the value of battery energy storage in future power grids | MIT News

•   전자신문: LG전자, 상업용 마이크로 LED 디스플레이 '출사표'

•   전자신문: [이슈분석] 월성원전 1호기 감사 논란 왜?

•   전자신문: [이슈분석]월성 1호기 '수명 연장' 공익감사 청구…탈원전측 역공 나서나

•   전자신문: 스마트폰 부품업계 코로나19 '직격탄'…선방한 삼성과 대조

•   전자신문: 中 파운드리 SMIC, 코로나19-무역분쟁 중에도 분기 최대 실적

•   ZDNet Korea: 그린뉴딜 분과반 출범…탄소국경세·RE100 등 과제 '산적'

•   ZDNet Korea: 삼성·LG 쫓는 BOE, 차세대 자발광 기술 확보

•   디지털데일리: 반도체 대세는 ‘파운드리’…TSMC·삼성·SMIC의 역대급 행보

•   Phone Arena: Apple's iPhone accounted for almost half of US smartphone shipments in Q2

•   Robotics & Automation News: Logistics companies turning to robotics and automation as way out of coronavirus crisis

•   Robotics & Automation News: Automated transport ‘could propel development forward’, say World Bank analysts

•   Robot Report: Robotics investments recap: July 2020

•   Nikkei Asian Review: Kubota bets on US suburban construction boom with new plant

•   Mainichi: Toshiba posts $106 mil. net loss in April-June amid pandemic

•   Japan Times: Japan’s nuclear fuel imports almost zero in 2019 as industry stagnates

•   Business Standard: India Inc's foreign loans fall 35% on Future Retail default, shaky economy

•   Business Standard: India's weak fuel demand drags on as coronavirus crisis worsens

•   Folha de S.Paulo: Breaking with The Spending Ceiling Could Lead to Bolsonaro's Impeachment, Says Guedes - 12/08/2020 - Business - Folha

•   Jakarta Post: Govt to spend $1b on electricity fee relief for households, businesses amid pandemic

•   Jakarta Post: 75 years later, with Indonesia’s oil industry in decay, options are wide open

•   Jakarta Post: Govt to disburse $1.49b in cash transfers to unbankable small businesses

•   Jakarta Post: Indonesia raises $1.5b from govt bonds, some bought by central bank

[Opinions]

•   Project Syndicate(Barry Eichengreen): Dollar Sensationalism

•   Project Syndicate(Laura Tyson, Lenny Mendonca): America’s Dual Recession

•   Project Syndicate(Eric Parrado): Latin America’s Triple Sudden Stop

•   FT(Editorial Board): The UK’s future prosperity depends on a robust recovery

•   FT(Janan Ganesh): Joe Biden and the riddle of Kamala Harris

•   FT(Mohamed El-Erian): Gold’s evolution into a ‘must-have’ asset is storing up trouble

•   FT(Morgan Bazilian, Jamie Webster, Jordy Lee): Fall in global gas flaring gives cause for optimism

•   FT(Michael Peel): Belarus crackdown highlights EU’s autocrat problem

•   FT(Lex): US junk bonds: eye on the ball

•   WSJ(Holman W. Jenkins, Jr.): The Putin Vaccine Gambit

•   WSJ(Karl Rove): Election 2020: The Year of Weird

•   WSJ(Paul Wolfowitz): The Gulf War Ended Too Soon

•   WSJ(Ted Rall): Kamala Harris Won’t Satisfy Progressives

•   WSJ(Jason L. Riley): Echoes of 1984 in Biden’s Vice-Presidential Choice

•   WSJ(Tunku Varadarajan): Kamala, Goddess of Wealth Creation

•   NYT(Joshua Wong): Hong Kong Still Has Many Ways to Resist

•   NYT(Frank Bruni): Kamala Harris Is the Future, So Mike Pence May Well Be History

•   NYT(Melanye Price): This Is Not Just a Victory for Kamala Harris

•   NYT(David A. Hopkins): What the Kamala Harris Pick Tells Us About Joe Biden

•   WP(Editorial Board): No one wins a vaccine race if public confidence is lost

•   WP(Catherine Rampell): President Trump’s executive action supplementing unemployment benefits still has major legal problems

•   WP(Henry Olsen): Kamala Harris doesn’t change much about the presidential election

•   WP(E.J. Dionne Jr.): Kamala Harris was the safest, most experienced and most tested choice Biden could make

•   WP(Paul Waldman): Why Kamala Harris has conservatives so angry

•   WP(Karen Tumulty): The qualities that hampered Harris’s campaign could be the ones that make her an ideal running mate

•   WP(Donna F. Edwards): I thought it didn’t matter whether Joe Biden picked a Black woman. And then it happened.

•   Bloomberg(Michael R. Bloomberg): Biden’s Smart Pick for Vice President Tells Us a Lot

•   Bloomberg(Daniel Moss): Markets Are Fixated on the Wrong Bogeyman

•   Bloomberg(David Fickling): Gold's Fall Won't Drive It Below $1,700 Again

•   Bloomberg(Conor Sen): Don't Sweat a Temporary Spike in Inflation

•   Bloomberg(Noah Smith): America Needs a Government Wealth Program

•   Bloomberg(Brian Chappatta): Gold and U.S. Treasuries Can’t Both Be Trusted

•   Bloomberg(Ferdinando Giugliano): Next Painful Coronavirus Question Is About the Unemployed

•   Bloomberg(Jonathan Bernstein): Kamala Harris Is Now the Democratic Mainstream

•   Bloomberg(Jonathan Bernstein): Trump’s Stimulus Strategy Has Already Failed

•   Bloomberg(Hal Brands): How Far Will China’s Surveillance State Stretch?

•   Bloomberg(Ramesh Ponnuru): Biden Makes the Safe Choice With Kamala Harris

•   Bloomberg(Bobby Ghosh): U.S. Goes It Alone to Keep Weapons Out of Iran

•   Bloomberg(Mark Gilbert, Andrea Felsted): Five Reasons to Be Cheerful About the U.K.’s Economic Prospects

•   CNN(Errol Louis): Opinion: Will picking Kamala Harris make a difference in the November election?

•   CNN(Christine Romans): Trump's misleading spin on the economy won't end before Election Day

•   MarketWatch(Chris Edelson): Joe Biden and Kamala Harris won't need to talk about Donald Trump's shortcomings very much during Election 2020, because Trump broadcasts them 24/7

•   매경(사설): 태양광 경사 기준 국책硏 권고 왜 무시됐나

•   Business Standard(Joseph E Stiglitz, Hamid Rashid ): How to prevent the looming debt crisis