Business Intelligence Monitor 200814

(Introduction)

[Markets]

•   Global: Stocks and oil fall with eyes on U.S. stimulus

※   S&P 500 struggles just a few points off record high

※   STOXX 600 snaps four-day winning streak

※   Treasury yields rise after weak 30-year bond auction

※   Macro 백업표

※   Industry 백업표

•   US: US Treasury forced to pay up to fund record stimulus

•   한국: 코스피, 9일 연속 상승 마감…2,430대

•   한국: 2차전지' LG-'바이오' SK, 그룹 시총경쟁 불 붙었다

•   한국: 두산그룹주 하락 우세, 두산밥캣 3%대 두산솔루스 2%대 떨어져

•   Metals: Copper slips on weak Chinese demand, Chile turns on supply taps

•   Grains: Corn, soy rally as exports, storm damage offset big crop outlook

[Indicators]

•   US Weekly Jobless claims: Weekly Unemployment Claims Drop Below One Million for First Time Since March

•   Germany Jul. Ifo business climate Index: : German companies see business returning to normal in 11 months: Ifo

•   한국 6월 통회 및 유동성: 계속되는 유동성 홍수…시중에 풀린돈 3077조

•   한국 7월 중소제조업 가동률: 중소제조업 가동률 5개월째 70% 밑돌아

•   한국 7월 ICT 수출: 7월 ICT 수출액 150억 달러…반도체·휴대전화 등 수출 증가

•   한국 7월 수출입물가: 7월 수출물가 석달만에 하락…반도체 5∼6% 하락

•   한국 주간 아파트 가격(감정원): 서울 전셋값 평균 5억원 육박…2년만에 5천만원 올라

•   한국 주간 아파트 가격(감정원): [아파트 시황] 7·10대책 후 수도권 아파트값 숨고르기

•   한국 주간 아파트 가격(KB): 문 대통령 '집값 안정' 됐다는데···집값 상승폭 커졌다

•   Japan Jul. PPI: Japan's July wholesale prices drop 0.9% on weak demand amid pandemic

•   India Jul. CPI: Retail inflation accelerates to 6.93% in July

•   Vietnam Jul. Balance of trade: Trade surplus hits record in seven months

•   Mexico Benchmark rates: Mexico Central Bank Cuts Key Rate for What May Be Last Time

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: New U.S. Coronavirus Cases Tick Up Again as Back-to-School Worries Intensify

•   WSJ: Trump’s Payroll-Tax Deferral Plans Spur Confusion

•   WSJ: White House Says Most Coronavirus Job Losses Likely to Be Temporary

•   WSJ: Corporate America Worries WeChat Ban Could Be Bad for Business

•   WSJ: A Deadly Coronavirus Was Inevitable. Why Was No One Ready?

•   WSJ: Legitimate Businesses Are Snared in Hunt for Pandemic-Loan Scammers

•   WSJ: WSJ Survey: Benefits of Extra Unemployment Aid Outweigh Work Disincentive

•   WSJ: Most U.S. Cities Expect Next Fiscal Year to Get Worse

•   WSJ: This Summer’s Only Blockbuster Is a South Korean Zombie Film

•   NYT: Israel and United Arab Emirates Strike Major Diplomatic Agreement

•   NYT: How Trump’s Push to Reopen Schools Backfired

•   NYT: In Europe, Millions of Jobless Are Falling Through the Cracks

•   WP: Trump says he’s blocking Postal Service funding because Democrats want to expand mail-in voting during pandemic

•   WP: As U.S.-China rift grows, Mexico tries to lure American businesses to move operations closer to home

•   WP: European countries rushed to house the homeless during the coronavirus crisis. Advocates worry the changes won’t last.

•   WP: Covid-19 death toll rivals fatality rate during 1918 flu epidemic, researchers say

•   FT: US appeals for European support to extend Iran arms embargo

•   FT: WeWork secures $1.1bn loan from SoftBank

•   FT: Belarus workers strike as anger over crackdown mounts

•   FT: Covid-19 vaccine hopefuls scramble for stock market funds

•   FT: Philippines to begin Russian Covid-19 vaccine trials in October

•   FT: Saudi Arabia forces Pakistan to repay loans in diplomatic spat

•   FT: Ripped chemical bags added to risk of Beirut blast

•   FT: Trump overturns rules on methane leaks

•   FT: Gradual reopening of English theatres and sports venues unveiled

•   FT: Johnson has ‘genuine desire’ for UK-EU trade deal, says Irish premier

•   FT: Turkey’s finance minister concedes economy at risk of shrinking

•   FT: Anger over US single malt whisky tariffs in aircraft subsidy dispute

•   FT: Could a UK-EU trade-off over refugees be on the cards?

•   FT: China holds military exercises near Taiwan in warning to US

•   FT: Credit investors go ‘all in’ rather than fight central banks

•   FT: How Argentina and its creditors thrashed out a $65bn deal

•   FT: England’s big northern lockdown leaves residents bewildered

•   FT: Fall in UK house prices will not help first-time buyers, think-tank predicts

•   FT: The ‘Manganese King’: a cautionary tale for China-owned foreign groups

•   Bloomberg: Forced Isolation May Be the Only Way to Stop Resurgence of Virus

•   Bloomberg: Covid-19 Shaping Up to Be Battle for Years Even With Vaccine

•   Bloomberg: Borrowing to Buy Stocks Pushes Up China’s Record Household Debt

•   Bloomberg: Korea Overtakes China as Biggest Sustainable-Debt Seller in Asia

•   Bloomberg: Japan’s Economy Set to Crater by a Record in Awful Quarter

•   Bloomberg: Much of America Is Shut Out of The Greatest Borrowing Binge Ever

•   Bloomberg: Malaysia Issues Rare Rebuke Against China Over South China Sea

•   Bloomberg: Staffing Woes Put U.S. Car Industry’s Remarkable Rebound at Risk

•   Bloomberg: Trump, Pelosi Place Diverging Bets on Economy and Stimulus Blame

•   Bloomberg: U.K.’s Economic Dilemma Is Mass Layoffs or Addiction to Aid

•   Bloomberg: Brazil Is a Virus Mess But Its Economy Is Outperforming

•   Bloomberg: Lebanon’s Deepening Economic Crisis Laid Bare by Beirut Blast

•   Bloomberg: Europe Exhales After U.S. Tariff Bluster Proves a Bluff

•   Bloomberg: EU Members Protest U.S. Sanctions After Nord Stream Threats

•   Bloomberg: Brainard Says Fed Is Conducting E-Money Tests for Research

•   Bloomberg: Democrats’ Job Losses Deeper Than Republicans’, Data Suggest

•   Bloomberg: Former Fed Chair Janet Yellen Advising Biden, Harris

•   Bloomberg: South Africa News: Eskom Says Blackout Risks Is Higher With More Load Shedding

•   Bloomberg: Home of the Oil Sands Eyes Cleaner Future as Hydrogen Superpower

•   Bloomberg: India’s Virus Death Toll Becomes the World’s Fourth Largest

•   Bloomberg: Apple Sells $5.5 Billion of Bonds in Tech Borrowing Boom

•   Bloomberg: IEA Cuts Oil-Demand Forecasts as Air Travel Outlook Darkens

※   IEA: Oil Market Report - August 2020

•   Bloomberg: Wind and Solar Double Global Share of Power in Five Years

※   Ember: Wind And Solar Now Generate One-Tenth Of Global Electricity

•   Bloomberg: Japan Has Plenty of Reasons to Clean Up Its Power Sector

•   Bloomberg: Europe Electric-Car Subsidies Have Market Exceeding China Sales

•   Bloomberg: China’s Huawei, ZTE Set To Be Shut Out of India’s 5G Trials

•   Bloomberg: India Credit Crunch Eases as Shadow Bank Bond Sales Rebound

•   BloombergQuint: PM Modi Details The Contours Of Three Structural Tax Reforms

•   Reuters: U.S. federal contract ban takes effect for companies using products from Huawei, others

•   Reuters: AstraZeneca set to start making 400 million COVID-19 vaccines for Latam early in 2021

•   Reuters: Factbox: AstraZeneca's potential coronavirus vaccine

•   Reuters: China's debt collectors flourish as consumers flounder in a COVID-hit economy

•   Reuters: Codelco CEO sees copper price steady at $2.80/lb thru 2020

•   Reuters: Exclusive: Trump administration asks court to dismiss Big Tech's challenge to social media executive order

•   CNN: Michigan plans to redesign road for self-driving cars

•   CNN: How Trump's war on WeChat could upend the global tech industry

•   CNN: After TikTok and WeChat, Alibaba could be next target in Trump's tech war

•   CNBC: Turkey's plummeting lira could have further to fall, analysts say

•   CNBC: Coronavirus stimulus stalemate could drag on for weeks as Congress leaves town

•   CNBC: Sweden's coronavirus critics urge more caution to avoid a second wave

•   CNBC: WHO warns against coronavirus 'vaccine nationalism and risk of price gouging'

•   CNBC: WHO says there's 'no evidence' the coronavirus is being transmitted by food

•   CNBC: Pompeo: Trump executive orders are 'broader' than just TikTok, WeChat

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

•   CNBC: ByteDance said to be in talks with Reliance about TikTok investment

•   CNBC: Apple One subscription plan said to bundle services like Amazon Prime

•   CNBC: Latin America will see ‘record-breaking contraction’ as the coronavirus shatters their economies, Goldman says

•   CNBC: Cramer: Charts show S&P 500 rising to 3,600 if it clears a key hurdle

•   MarketWatch: The stock market hasn't seen a 100-day gain this strong since 1933

•   MarketWatch: Did the expired $600 federal jobless benefit keep people from going back to work? Sudden drop in claims adds fuel to debate

•   MarketWatch: CDC director warns America is in for the ‘worst fall…we’ve ever had’

•   MarketWatch: Biden calls for national mask mandate, saying it would save 40,000 lives over 3 months

•   MarketWatch: Refinancing your mortgage will cost more thanks to a new fee from Fannie Mae and Freddie Mac

•   Politico: Biden raised $26 million in a day after picking Harris for VP - POLITICO

•   SCMP: China’s top bank regulator sees surge of bad loans straining financial system in 2020, 2021

•   매경(P1): `반도체·외국인` 탈피…韓증시 하이킥

•   매경: 박스피 돌파 선봉장에…반도체 대신 배터리·바이오가 나서

•   매경: "연내 역대최고지수 돌파" vs "실물회복 더디고 과열징후"

•   매경: 외국인이 팔아도 코스피는 오른다

•   매경(P1): 롯데 황각규 퇴진…후임에 이동우

•   매경: "똘똘한 한채 남기고" 다주택자 매물에…지방 `빈집` 늘어난다

•   매경: 공공재건축 `썰렁` vs 공공재개발 `20여곳 관심`

•   매경: 서울만 `36만가구 공급` 한다는데…정비사업 100% 계획대로 돼야 가능

•   매경: "코로나보다 무섭다" 주민반대에…완공3년된 나주SRF 거미줄만

•   매경: 똘똘한 폐기물 시설은 `1석3조`…① 고용 ② 투자유치 ③ 지역명소

•   매경: "유해성 이슈는 필연…상쇄할 당근을 줘라"

•   매경: 저유가에 2.5조 아낀 한전 `깜짝실적`

•   매경: 삼성 EUV 시스템 반도체에…업계 첫 3차원 적층기술 적용

•   매경: 글로벌 기관투자가 91% "ESG가 투자에 큰 영향"

•   한경(P1): 月 25만원도 못 갚는 서민…코로나 위기, 취약계층부터 때렸다

•   한경(P1): [단독] 내년 건보료 2%대 올린다…문재인 케어 결국 '속도 조절'

•   한경: 건보 적자 나면 나랏돈으로 메꾼다?

•   한경(P1): [단독] SK루브리컨츠 지분 일부 매물로 나왔다

•   한경: 고용지원금 내달부터 끊겨…'해고 대란' 오나

•   한경: 은행들 "돈 쟁여놓자"…올 코코본드 5.4조 발행

•   한경: 하반기 집값 어디로…투자 고수들 '비밀 노트' 열린다

•   한경: 코로나發 사업재편 가속…기업결합 420건 '사상 최대'

•   한경: 막 오른 전기車 가격 전쟁…"내려야 산다"

•   한경: 분양가 고공행진…수도권 3.3㎡당 1600만원 돌파

•   한경: "모더나보다 뛰어난 코로나 백신, 내년 임상…출발 늦었지만 성공 자신"

•   서경(P1): 물관리 일원화 ‘구멍’···물난리, 결국 官災였다

•   서경(P1): ‘기본소득’이 정책 1호...통합당 혁신 승부수

•   서경: 지자체 '전월세상한 5%'서 더 낮춰도 소급적용 안할 듯

•   서경: 정부, 수도권서 127만가구 공급... 수서역세권 등은 연내에

•   조선(P1): 임대차법 2주, 전세매물 중랑구 40%·송파구 26% 급감

•   조선: 미·중 갈등 격화 속, 中 양제츠 이례적 방한

•   조선: 38노스 "北 홍수로 영변 핵시설 일부 손상 가능성"

•   조선: 남대문 이어 동대문시장도 뚫렸다, 코로나로 600개 점포 폐쇄

•   조선: 직원 내보내고 혼자 버티는 자영업자… 알바 구직전쟁

•   조선: 그린뉴딜 추진에 금융권 "또 청구서 오나"

•   조선: 수백만원대 테슬라 주식, 1000원만 있어도 살 수 있다

•   조선: 소규모 가로주택정비사업, 대형 건설사도 뛰어든다

•   조선비즈: “불확실한 美시장”… 실적 개선 전망 못 내놓는 건설장비업체들

•   조선비즈: “렘데시비르 600배 효능” 나파모스타트 韓 연구, 국제학술지 게재

•   IT조선: K배터리, 美·유럽 내재화 위협에 ‘초격차’ 전략으로 승부

•   중앙(P1): 통합 36.5% 민주 33.4%…부동산 민심이 뒤집었다

•   중앙: “임대차법에 전·월세 씨 말라…무주택자 보호는커녕 피해”

•   동아(P1): 다급한 靑, 장관 교체 앞당긴다

•   동아: 붉은 벽돌로 전기충전을?

•   한국(P1): 시진핑, 홍콩보안법 사태 이후 한국을 첫 방문국으로 택한 이유는

•   국민(P1): 집주인 ‘1+1+2 쪼개기 특약’ 꼼수… 세입자 “임대차 3법에 죽을 맛”

•   더벨: 모트롤BG 개별협상 돌입…우협 조만간 윤곽

•   헤럴드경제(P1): R&D 혜택축소 韓 기고, 파격지원 中 날고

•   헤럴드경제: GDP 넘은 증시 시총…추가상승 여력 충분

•   파이낸셜뉴스(P1): 산업 허리'中企의 절규.. 공장 멈추고 빚에 허덕

•   파이낸셜뉴스: "부동산대책 7~8주면 효과.. 패닉바잉도 곧 진정될 것"

•   아시아경제(P1): [식탁물가 비상]장마쇼크…채소가격 하루새 17% 급등

•   아시아경제(P1): [단독]삼성디스플레이 200여명, 전자 반도체사업부 전환배치

•   아시아경제(P1): 129%→161%…한전과 발전6사 '에너지공기업' 부채비율 급등

•   아시아경제: 빚 늘어난 에너지공기업, 무리한 신재생 투자…"재무투명성 높여야"

•   디지털타임스(P1): [단독] 黨政의 착각… 재난금 기부 0.2% 불과

•   이데일리(P1): 풀린 돈이 안돈다…커지는 일본식 '유동성 함정' 경고등

•   이데일리(P1): 약속 지킨 이재용…삼성, 180조 투자·4만명 채용 목표 달성

•   이데일리: 유동성이 부동산 폭등 불렀다?…"버블 부추겨" Vs "영끌대출 탓"

•   이데일리: "그린스완이 온다"...금융당국도 '녹색금융' 키워드

•   연합: 원자력노조연대 신한울 3·4호기 건설 재개 촉구

•   연합: 한국석유공사, 울산서 부유식 해상풍력발전사업 박차

•   연합: 한전 "재생에너지 발전사업 직접 참여하면 긍정적인 효과 크다"

•   연합: 현대硏 "올여름 긴 장마로 경제적 피해 최대 1조" 추정

•   연합인포맥스: 한화, 한화정밀기계 협동로봇사업 양수…로보틱스 경쟁력 강화

•   아주경제: 두산인프라코어 ‘매각 딜레마’...주판알 튕기는 현대중공업

•   데일리안: 현대重그룹, 조선업 1등으로 만족?…'두산' 인수 딜레마

•   뉴데일리: 차기 대한상의 리더는?… 박용만 회장 임기만료 임박 ‘12월 윤곽’

•   뉴데일리: 벌써 2.5兆 확보… 두산그룹 3兆 자구안 머잖았다

•   시사오늘: “4000억 원대 강남 빌딩, 박지원 두산重 대표·우병우에게 뺏겼다”

•   reNews: Wind lifts UK renewables Q1 output by 30%

•   reNews: US utility goes to market for 1.3GW of new renewables

•   Asian Power: India's discoms urged to retire old thermal plants to ease debts | Asian Power

•   에너지경제: 서부발전 '가스터빈 국산화 시급, 실증·보급 적극 지원'

•   에너지경제: 한전 '실적개선은 저유가 영향'...연료비연동제 '군불때기'?

•   OilPrice.com: Why Wireless Charging Is A Waste Of Energy

•   Phone Arena: Possible iPhone 12/Pro 5G & Apple Watch Series 6 announcement and release dates leak

•   Phone Arena: LG's next mid-range 5G smartphone to be unveiled in late August

•   Inside EVs: Study Finds U.S. Electric Truck Sales Will Rise Exponentially By 2025

•   Inside EVs: Morgan Stanley Realizes The End Of The 'ICE Age' Is Really Coming

•   Inside EVs: CATL Hints At Cell-To-Chassis EV Batteries For 500+ Miles Of Range

•   Robotics Tomorrow: Grasping Static Electricity for Revolutionary Robotics

•   Robot Report: The Robot Report August 2020 issue on motion control

•   Nikkei Asian Review: Luxshare, China's iPhone champion, grows up with help from Apple

•   Nikkei Asian Review: Toyota and Mazda to pour additional $830m in new US auto plant

•   Jakarta Post: A land without farmers: Indonesia’s agricultural conundrum

•   Jakarta Post: Jokowi calls for regional spending as economy contracts

•   Jakarta Post: Indonesia’s economy to grow 6% next year as activity normalizes, Citibank says

•   Jakarta Post: 75 years on, GDP has grown but inequality, poverty linger

•   Viet Nam News: Domestic market supports businesses amid COVID-19 pandemic

[Opinions]

•   Project Syndicate(Richard Haass): To the Brink with China

•   Project Syndicate(Shang-Jin Wei): A Better Alternative to Trump’s WeChat Ban

•   Project Syndicate(Philippe Le Houérou): Priorities for Saving the Private Sector

•   Project Syndicate(Joel E. Cohen): How to Count Humans

•   FT(Philip Stephens): An election to decide America’s place in the world

•   FT(Martin Sandbu): Why Putin Is Backing an Ungrateful Despot in Belarus

•   FT(Silvia Sciorilli Borrelli): Covid crisis gives cover for Italy’s interventionist instincts

•   WSJ(Joseph C. Sternberg): Are Voters Ready for Prime Minister Biden?

•   WP(Editorial Board): Trump’s campaign to discredit the election is deeply dishonest and dangerous

•   WP(Eugene Robinson): Kamala Harris is the vice-presidential pick Trump and the GOP most fears

•   WP(Paul Waldman): Kamala Harris embodies the America Trump has tried to destroy. Here’s why he’s failed.

•   WP(Michael Gerson): Kamala Harris exacerbates Biden’s existing problem with religious voters. He must work to reassure them.

•   WP(Dennis Ross): The Israel-UAE agreement is a key step for peace and sends a crucial message to Palestinians

•   WP(Daoud Kuttab): The Israel-UAE agreement is an insult to the peace Palestinians and Arabs want and need

•   Bloomberg(Justin Fox): Rating the Trump Economy Pre-Covid-19? Just Average

•   Bloomberg(Brian Chappatta): Will Apple Bring Sticker Shock to Credit Markets?

•   Bloomberg(Andy Mukherjee): Gold’s Shine Was Starting to Blind India

•   Bloomberg(Shuli Ren): Inflation Is Actually a Lot Higher Than You Think

•   Bloomberg(Marcus Ashworth): Italy's Summer Debt Sale Signals a Bond Market Onslaught

•   Bloomberg(Brooke Sutherland): Boeing-Airbus Trade Dispute Is a Pointless Relic

•   Bloomberg(Chris Bryant): Companies Should Grab Cash Now Because a Grim Winter is Coming

•   Bloomberg(Jonathan Bernstein): What Would a Biden Administration Look Like?

•   Bloomberg(Eli Lake): Why the UAE Chose to Normalize Relations With Israel

•   Bloomberg(Eli Lake): Why Putin Is Backing an Ungrateful Despot in Belarus

•   Bloomberg(Tae Kim): Apple’s Subscription Bundles Don’t Move the Needle Enough

•   Bloomberg(Tae Kim): TikTok and WeChat Expose Big Tech’s Lack of Innovation

•   Bloomberg(Jared Dillian): Fractional Shares Expose Wall Street Greed

•   Bloomberg(Lara Williams): Why Young Adults Are Driving the New Coronavirus Spike

•   CNN(Frida Ghitis): Kamala Harris throws Trump off balance

•   CNN(Kent Sepkowitz): America is following disastrous Trump advice to slow down testing

•   CNN(Michael Bociurkiw): What's stopping Putin from expanding further?

•   CNN(Jeff Yang): Voters will be looking for more than just symbolism in Biden and Harris

•   한경(박주헌): 에너지시장이 주택시장 닮아가고 있다

•   문화(사설): 문화재 보호구역 ‘태양광 亂開發’은 야만적 반달리즘