Business Intelligence Monitor 200818

(Introduction)

[Markets]

•   Global: Equities edge higher, bonds stable after Chinese stocks rally

※   Macro 백업표

※   Industry 백업표

•   Metals: Nickel hits highest in nearly 9 months on Philippine supply concerns

•   Grains: Soybeans near 7-month high as dryness threatens crop

[Indicators]

•   US Q2 Mortgage delinquencies: FHA Mortgage Delinquencies Reach a Record, Led by New Jersey

•   US Jul. Construction starts: While Building Starts Rise, Nonbuilding Starts Plunge Lower in July

•   US Aug. NAHB housing market index: Home builder confidence jumps to record high in August

•   US Aug. Empire State manufacturing index: Empire State manufacturing index slows in August

•   UK Jul. Housing sales: U.K. Tax Break Pushes Housing Sales to Highest in a Decade

•   China Jul. Electricity consumption: China's electricity consumption growth eased to 2.3% in July

•   한국 7월 신용대출: 집값·전셋값 메우려 신용대출 3.7조 급증

•   한국 주간 전세수급지수: 임대차법이 불러낸 전세난… 5년만에 최악

•   Japan Q2 GDP:Japan's record economic plunge wipes out Abe era gains

•   Thailand Q2 GDP: Thailand Recession Deepens With Biggest GDP Fall Since 1998

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Deaths Skew Younger Among Minorities

•   WSJ: Democrats Press Postmaster General to Testify Before Congress

•   WSJ: U.S. Coronavirus Death Toll Tops 170,000

•   WSJ: U.S. Tightens Restrictions on Huawei’s Access to Chips

•   WSJ: House Democrats Set Vote on Bill to Bolster USPS

•   WSJ: Biden Supporters More Likely Than Trump’s to Vote by Mail, Poll Shows

•   WSJ: The USPS and the 2020 Election: What You Need to Know

•   WSJ: China’s CDC, Built to Stop Pandemics Like Covid, Stumbled When It Mattered Most

•   WSJ: China Seeks to Use Access to Covid-19 Vaccines for Diplomacy

•   WSJ: Stock Rally Gives Commodities New Shine

•   WSJ: Newsletter: Working Parents Hit Coronavirus Breaking Point

•   WSJ: Chevron Pursues Exploration Deal in Iraq

•   WSJ: U.S. Executives Who Left China Amid Pandemic May Never Return

•   WSJ: 5G Smartphones Could Crush Your Home Wi-Fi. So Where’s the 5G?

•   WSJ: California Braces for More Blackouts as Heat Wave Scorches West

•   NYT: Covid-19: What if ‘Herd Immunity’ Is Closer Than Scientists Thought?

•   NYT: The Recession Is About to Slam Cities. Not Just the Blue-State Ones.

•   NYT: Sorry, the World’s Biggest Bike Maker Can’t Help You Buy a Bike Right Now

•   NYT: Trump’s Attacks on TikTok and WeChat Could Further Fracture the Internet

•   NYT: Europe’s Big Oil Companies Are Turning Electric

•   WP: State officials rush to shore up confidence in Nov. 3 election as voters express new fears about mail voting

•   WP: Post-ABC poll shows Biden, Harris hold double-digit lead over Trump, Pence

•   WP: A CNN poll shows Trump slicing into Biden’s lead. Should Democrats panic?

•   WP: The Daily 202: Democratic convention will showcase Biden’s front-porch campaign, as fresh polling appears to validate strategy

•   WP: ‘We have come a very long way’: Bernie Sanders hails a liberal movement in transition

•   FT: Four Republicans to endorse Biden at Democratic convention

•   FT: ‘Resign!’ Belarus president booed by striking workers

•   FT: Trump moves to allow oil drilling in Arctic wildlife refuge

•   FT: China’s share of global exports falls in supply chains rethink

•   FT: Small stocks no longer deliver big gains for US investors

•   FT: UK commercial leases shorten as crisis-hit tenants win concessions

•   FT: Chinese banks woo overseas asset managers

•   FT: Italy’s businesses enjoy ‘better than expected’ virus rebound

•   FT: Energy suppliers fear rising bad debts as furlough scheme ends

•   FT: EU warns City it faces longer wait for market access after Brexit

•   FT: Biden gambles on placing climate change at heart of US energy policy

•   FT: US’s tougher stance on South China Sea undermined by Philippines

•   Bloomberg: China Housing May Have Hit ‘Potentially Precarious Peak,’ Harvard’s Rogoff Argues

•   Bloomberg: World’s Biggest Offshore Wind Farm Signs Deal to Sell Power

•   Bloomberg: Fed Close to Making Its New Inflation Strategy Official

•   Bloomberg: Low Rates Push Homebuilder Optimism to Highest Since 1998

•   Bloomberg: Economy Is the Loser With Trump, Democrats Locked in Bitter Feud

•   Bloomberg: Biden’s 2009 Lessons for Now: Spend Big, No Coddling Wall Street

•   Bloomberg: Greenspan Says U.S. Virus Failure Threatens Recovery, Aids China

•   Bloomberg: Trudeau’s Rift With Finance Chief Weighs on Recovery Plan

•   Bloomberg: Europe’s Fading Rebound Turns V-Shape Recovery Into Bird Wing

•   Bloomberg: Panama Canal Shipping Rebounds in Hopeful Sign for Global Trade

•   Bloomberg: Trump’s China Trap on Trade Is Biden’s as Well

•   Bloomberg: Tehran Says Ships Targeted by U.S. Were Holding Iranian Fuel

•   Bloomberg: PBOC Adds Cash to Ease Liquidity Stress With Rate Unchanged

•   Bloomberg: U.K. Economic Scars Could Be Deeper Than Bank of England Thinks

•   Bloomberg: Dollar Squeeze Chokes Nigeria’s Economy With Recession Looming

•   Bloomberg: Southeast Asia Detects Mutated Virus Strain Sweeping the World

•   Bloomberg: Pandemic Resilience Gives ESG Investing a Boost in India

•   Bloomberg: South Africa Government Lacks Coherent Economic Plan, Group Says

•   Bloomberg: Goldman Sees Small-Business Bounce With Most Now Operating Again

•   Bloomberg: Tech IPOs Flourish in China Amid Tensions With U.S.

•   Reuters: China grants country's first COVID-19 vaccine patent to CanSino: state media

•   Reuters: Novavax begins mid-stage study of COVID-19 vaccine in South Africa

•   CNN: CNN Poll: Biden and Trump matchup tightens as enthusiasm hits new highPolitics

•   CNN: Europe's plan to tax emissions from ships could create a trade nightmare

•   CNN: It's long past time for Joe Biden to start taking questions from the pressPolitics

•   CNN: US stocks are flirting with record highs. And CEOs are cashing in their chips

•   CNBC: Buy 'protection' stocks to hedge against what Trump might do to avoid defeat, strategist says

•   CNBC: Hillary Clinton slams Trump’s response to coronavirus pandemic, decision to withdraw from WHO

•   CNBC: Russia’s vaccine chief claims the West is trying to ‘lure’ away its scientists

•   CNBC: Here’s why postponing the U.S.-China trade deal review may not be a bad thing

•   CNBC: Southeast Asia faces more severe effects of climate change, McKinsey says

•   CNBC: What's ahead for your taxes if Biden wins the election

•   CNBC: Epic Games says Apple threatened to cut it out of the App Store entirely

•   MarketWatch: Investor whose winning stock-market bet amid coronavirus returned over 4,100% says 'we are in a boom-and-bust cycle, an epic, monumental boom-bust cycle'

•   MarketWatch: Putin pledges ‘assistance’ to Belarus — but he has many good reasons to stay out

•   Fox Business: Trump pledges tax credits for US firms that bring jobs back from China

•   Fox Business: Stocks to surge as coronavirus vaccine boosts economy: Goldman Sachs

•   SCMP: China drought, heavy rains spark concern over grain supply as Xi Jinping launches campaign against food waste

•   SCMP: Philippines failing to contain coronavirus, despite multiple lockdowns

•   SCMP: Coronavirus vaccine: Chinese scientists plan joint trials with Russia despite doubts over ‘world-beating’ breakthrough

•   SCMP: China’s rail shipments to Europe set records as demand surges for Chinese goods amid coronavirus

•   매경(P1): 美쇼피파이·비바시스템스…`新니프티 50` 주식 담아라

•   매경: 버핏이 탐낸 플랫폼株·디지털 융합한 헬스株…글로벌 증시 이끈다

•   매경: 친환경…풍력 베스타스·태양광 솔라에지

•   매경: 헬스케어…`디지털 무장` 덱스컴·노바티스

•   매경(P1): 금융권 CEO 55명 임기만료…인사태풍 예고

•   매경: 빅3 금융지주·빅4 은행장 곧 임기만료…보은·문책인사 나오나

•   매경: 문재인 정부 초기 임명됐던 금융기관장 임기 속속 종료

•   매경: `사모펀드 문책` 증권가 인사 최대변수

•   매경: "고마워요 언택트" 김범수 주식가치 8조, 이재용 제쳤다

•   매경: 공회전하는 `맥스터` 공론화委…정부가 만든 `5원칙`도 안지켰다

•   매경: 여의도 17배 산림 태양광때문에 훼손

•   매경: 내수로 버틴 현대기아車, 해외서 V자 반등

•   매경: LG화학 배터리 매출비중 37%…과감한 투자로 역대 최고 경신

•   매경: 호캉스 줄취소…뷔페도 속속 영업중단

•   매경: 거래 얼어붙어도…서울 신축 잇단 신고가

•   한경(P1): 둑 터진 코로나…버티던 경제 '강타'

•   한경(P1): 삼성 '파운드리 진격'…TSMC가 못하는 기술로 '거물 IBM' 확보

•   한경(P1): 집 보러가기도, 보여주기도 '꺼림칙'…가을 이사철이 불안하다

•   한경: SK텔레콤·KT…IT기업들 다시 재택근무 확대

•   한경: 패닉바잉' 30대, 성동·강서구 아파트 많이 샀다

•   한경: 대출금지규제도 안통한다…강동·마용성 아파트 15억 속속 돌파

•   한경: 넘치는 유동성…비우량기업들 '3개월짜리 어음'으로 자금 조달

※   주요 발행 기업은 이랜드월드(7월 기준 1388억원), 두산(543억원), SK텔레시스(485억원), 대한해운(420억원), 동국제강(399억원), 유진기업(200억원) 등이다.

•   한경: 올 10대그룹 현금성자산 45조↑

•   한경: "정부 규제개혁 만족하는 기업 8%뿐"

•   한경: 경총 "코로나로 위기…내년 건보료율 동결해야"

•   한경: 저축은행 수신액 70조원 돌파

•   한경: 테슬라 '배터리 데이' 주인공은 中 CATL?…긴장한 K배터리

•   한경: LG화학 2분기 영업익 5716억…SK하이닉스 205% 늘어

•   한경: 들썩이는 경기민감株…현대차 이달 34%·SK이노 43% 껑충

•   서경(P1): [단독]정부 洞단위 집값동향 첫 공개...'핀셋 규제'로 회귀 시그널?

•   서경: 강남·마용성·과천 등 적용 유력···'형평성 논란' 재점화 불가피[집값 '핀셋규제' 부활하나]

•   서경: "유통량 많은 대형주로 공매도 축소" 등 거론

•   서경: 韓 친일청산 논란·日 야스쿠니 참배...한일 경색 장기화하나

•   서경: 전기차 수출량, 하이브리드 제치나

•   서경: 전력절감'이 화두된 디스플레이 업계

•   서경: 당정, 주택시장 통계 편향적 취사선택 심각

•   서경: 민간예측과 서울물량 차이 큰데...국토부, 공급단지 비공개 논란

•   조선(P1): 전광훈 목사 확진, 사랑제일교회發 감염 전국 확산

•   조선: 정은경 "대유행 초기… 의료붕괴 올수도"

•   조선: 이 추세면 5일후 수도권 병상 꽉차… '호흡기클리닉'도 지지부진

•   조선: 사랑제일교회 코로나 양성률 16%… 교인 1045명 연락두절

•   조선: 파주 스타벅스 확진 48명… 에어컨 바람에 침방울 퍼진 듯

•   조선: [단독] 산사태 난 태양광 12곳 중 11곳, 폭우 직전 '관리양호' 판정

•   조선: 이사도, 매매도, 전세도 다 가로막는 실거주 의무

•   조선: 9·13대책 '2년 시한' 임박, 1270명 연말까지 집 팔아야

•   조선: 열흘새 배로 뛴 채소 "밥상 차리기 겁나요"

•   조선: 환경·사회 친화적 기업에 투자 'ESG펀드' 1조달러 돌파

•   조선: 녹색채권 발행, 재생에너지 투자… '환경'에 속도 내는 금융업계

•   조선비즈: 굴뚝기업에도 친환경 바람… 두산重 한달간 95%, 현대차 67%올랐다

•   조선비즈: 다주택자 배제' 기조, 한은 부총재 인사에도 반영될까

•   중앙: 비호감 트럼프 vs 무매력 바이든…트윗 언급량 트럼프가 2배

•   중앙: “대치동 연립도 반전세” 아파트 전세난 빌라로 번진다

•   중앙: 韓 대표그룹 주력 계열사 15개중 11곳 상반기에 매출 줄었다

•   국민(P1): ‘저질주택’ 비난에도 늘리기 급급… 정부가 혐오 키웠다 [이슈&탐사]

•   국민: 급물살 타는 K배터리 동맹, “실현성 없는데…” 물거품 우려 목소리

•   머니투데이(P1): 삼성생명법'의 숨은 뜻…"삼성에 세금 5조 내라는 것"

•   머니투데이: 26조 삼성전자株 시장에 쏟아질까…다시 국회 온 '삼성생명법'

•   머니투데이: 삼성생명법이라 삼성생명만?···"과연 그럴까"

•   머니투데이: 제2의 신천지 사태? "서울 인구밀도 높아 훨씬 더 위험"

•   머니투데이: 등교금지·스포츠 중단…사회적 거리두기 3단계 어떻게 달라지나

•   머니투데이: 또 다시 엄습하는 'C의 공포'…기업들 '3밀' 관리에 초비상

•   머니투데이: 코로나 재확산에 '4차 추경' 재부상하나

•   머니투데이: "CO2 줄이면 일자리도 줄어들까"…'온실가스 감축' 딜레마

•   머니투데이: 한국판 그린뉴딜 핵심 '풍력발전'…SK디앤디, 1위 넘본다

•   헤럴드경제: 글로벌 수소전략 맞불…“운송용 중대형 모빌리티가 핵심”

•   헤럴드경제: 거세진 풍력발전 바람…“기술혁신이 성패 좌우”

•   파이낸셜뉴스(P1): K-전기차 질주…글로벌 車산업 지각변동

•   파이낸셜뉴스(P1): 호가조작 등 부동산 교란행위 처벌법 만든다

•   파이낸셜뉴스: 전기차 배터리 한·중·일 각축전… 기술·생산력으로 격차 벌린다

•   파이낸셜뉴스: 아이오닉5·CV·E100 내년 출격… 테슬라 독주 끝낸다 [전기차시대 초고속 질주]

•   파이낸셜뉴스: "급매 나오기 무섭게 팔렸어요"… 서울 식지않는 패닉바잉 [상승세 안 꺾인 부동산 시장]

•   파이낸셜뉴스: 코로나에 공실률 올라도 몸값 뛴 프라임급 오피스 [상승세 안 꺾인 부동산 시장]

•   파이낸셜뉴스: 주담대보다 낮은 신용대출 금리… "금리 역전 기현상"

•   파이낸셜뉴스: 잘나가는 BBIG7… 합산 시총 코스피 17% 차지

•   이데일리: 외교부 “日, 강제동원 배상 문제에 전향적 자세 보여야”

•   이데일리: 청년 지원금은 술값, 신중년은 안마…일자리 예산 곳곳에서 샜다

•   이데일리: 연예인 팬미팅도 예산지원…'묻지마' 추경에 혈세 '줄줄'

•   이데일리: [긴급진단] 김우주 교수 "코로나19 재확산, 전문가 말 안 듣는 정부 실책 탓"

•   이데일리: "누가 먼저 선점하나"…전기차 배터리 생산능력 확대전

•   이데일리: 갤노트20, 악조건 속에서도 '좋은출발'…넘어야 할 산도

•   이데일리: 지방 분양시장…"비규제 호재"VS"미분양 적체"

•   뉴스1: 한전, 전력 공급·발전 동시에?…재생에너지 발전사업 '갑론을박'

•   데일리안: 이동걸 회장 연임 굳혔나…임기 3주 앞두고 하마평도 없어

•   비즈니스포스트: 두산중공업, 폐자원 에너지화사업을 친환경 변신의 징검다리로 삼는다

•   reNews: Renewables 'could trim Asia-Pacific LNG emissions'

•   Renewables Now: India's Q2 solar deployments smashed by virus crisis

•   FuelCellsWorks: Making Green Hydrogen More Affordable

•   에너지경제: 대통령이 비전 발표한 해상풍력 육성에 환경 규제 강화라니

•   KHL: Caterpillar expands online shopping capabilities

•   Equipment World: Doosan Adds New DX42-5K, DX50-5K to Compact Excavator Lineup

•   OilPrice.com: Bank Of America: Brent Will Recover To $60 In H1 2021

•   OilPrice.com: Weak Dollar Is A Boon For Crude Importing Nations

•   OilPrice.com: OPEC+ Complied 95% With Oil Production Cuts In July

•   OilPrice.com: Is This The Next Major Market For Russian LNG?

•   OilPrice.com: Oil Refiners Are Being Forced To Adapt Or Die

•   MINING.com: Copper catalyst efficiently turns CO2 into useful fuels

•   CNET: Galaxy Note 20 is Samsung's cheaper power phone. Here's the trade-off

•   전자신문: [이슈분석]'속도'가 생명인데...한국판 뉴딜 전략회의도 악재 영향 받았나

•   전자신문: 한전, ESS 직접 발주해 계통 안정성 높인다

•   전자신문: 폴더블 디스플레이 '벤딩' 기술 경쟁 불붙었다

•   전자신문: 中 CATL 회장 "배터리셀, 전기차 프레임에 넣겠다"...2030년 전 상용화 추진

•   전자신문: 한전기술, 사용후핵연료 수송·저장 '한국형 캐스크' 개발 나선다

•   Phone Arena: World's first 5G smartphone with under-display camera to be unveiled in September

•   Phone Arena: The Motorola Razr 5G is unlikely to take on Samsung's Galaxy Z Flip 5G in battery life

•   Phone Arena: Huawei phone with an under-panel camera and all-screen unlock is coming in a year or two

•   Inside EVs: 69% Of Plug-Ins Sold In U.S. In 2019 Were Also Assembled In U.S.

•   Robotics & Automation News: What robots want: Using machine-learning to teach effectively

•   Robotics Tomorrow: New Robotic Grippers Transforming the Food Sector

•   Nikkei Asian Review: Prime Minister Shinzo Abe leaves Tokyo hospital

•   Nikkei Asian Review: Japan scorns the rich but wants to be global financial hub

•   Nikkei Asian Review: Fujifilm to make Novavax coronavirus vaccine component in UK

•   Nikkei Asian Review: Mitsubishi Chemical to build Taiwan plant to boost chip materials

•   Nikkei Asian Review: Silk Road Redux: Greece courts China money in crisis revival bid

•   Economic Times: Pace of economic recovery appears to be gathering momentum in August: Nomura

•   Livemint: India's total Covid-19 recoveries soon to cross 2 million-mark: Govt

•   Livemint: India's COVID-19 vaccine: From price to production, companies brief expert panel on progress

•   Business Standard: Indian economy likely to contract by 16.5% in Q1FY21: SBI report

•   Hindustan Times: Q1 earnings collapse blurs signs of economic revival

•   Folha de S.Paulo: For 47%, Bolsonaro Is Not to Blame for 100,000 Deaths in Brazil

•   Jakarta Post: Indonesia’s 2021 state budget draft: What we know so far

•   Viet Nam News: Construction of Việt Nam-Thailand wind power plant underway

[Opinions]

•   Project Syndicate(Shamshad Akhtar et al): The Need for Debt-for-Climate Swaps

•   Project Syndicate(Sławomir Sierakowski): The Cracks in Belarus’s Regime Are Multiplying

•   FT(Editorial Board): Central banks should not rush into digital currencies

•   FT(Editorial Board): Private equity should help itself

•   FT(Gideon Rachman): The decoupling of the US and China has only just begun

•   FT(Jonathan Ford): Green power needs to be dense power

•   FT(Benjamin Parkin): India is coming around to the idea of foreigners owning its debt

•   FT(John Thornhill): Time to plug the public market ‘listing gap’

•   NYT(Paul Krugman): Trump, the Mail and the Unbinding of America

•   NYT(Bret Stephens): On Being a Biden Conservative

•   NYT(Tom Felix Joehnk, Matt Wheeler): ‘You Have Awakened a Sleeping Giant’

•   WP(David Ignatius): Kamala Harris reminds the world why America is great

•   WP(Paul Waldman): Joe Biden’s greatest asset? Timing.

•   WP(Michael Gerson): Trump’s Nixonian White-grievance strategy doesn’t have to define the GOP

•   Bloomberg(Mohamed A. El-Erian): Congress Needs to Think More Like a Central Bank on Covid Relief

•   Bloomberg(Daniel Moss): Japan Has Always Scraped By. Covid Will Make That Harder

•   Bloomberg(Justin Fox): Coal’s Days May Be Over in the U.S.

•   Bloomberg(Mac Margolis): Latin America's Populists Are Overwhelmed by Covid-19

•   Bloomberg(Brian Chappatta): Fed Gently Nudges Muni Market and Deadlocked Congress

•   Bloomberg(Barry Ritholtz): There’s a Better Way to Identify When Recessions Start

•   Bloomberg(Jonathan Bernstein): Will Party Conventions Matter This Year?

•   Bloomberg(Bobby Ghosh): The Real Reason Turkey Is Mad at Joe Biden

•   Bloomberg(Timothy L. O'Brien, Max Nisen): Covid-19 Vaccine Push Lacks a Key Ingredient: Trust

•   Bloomberg(Adam Minter): What Happens When Poll Workers Don’t Show Up?

•   Bloomberg(Bianca Taylor): Send bond covenants into battle against climate change

•   Bloomberg(Farnoosh Torabi): The Case for Discretionary Spending in a Recession

•   CNBC(Arthur Laffer, Scott Minerd): Trump’s payroll tax proposal doesn’t go far enough

•   CNN(Yousef Munayyer): UAE helps normalize Israeli oppression

•   CNN(Paul Callan): If Trump loses and won't leave, it could get ugly(opinion)

•   MarketWatch(Nigam Arora): Warren Buffett undergoes a conversion on gold — should you follow him?

•   MarketWatch(Brett Arends): Uh-oh: Investors predict ‘Dow 50,000’ — in just five years

•   MarketWatch(Peter Morici): The death of the office has been greatly exaggerated

•   파이낸셜뉴스(구본영): 무늬만 그린 뉴딜은 안된다

•   이데일리(사설): 태양광발전소 ‘먹통 사태’ 원인 철저히 밝혀내야