Business Intelligence Monitor 200819

(Introduction)

[Markets]

•   Global: Stocks rally on new U.S. highs, dollar at 2-year low

※   S&P 500, Nasdaq hit record highs

※   Dollar takes fresh hit, gives gold a fillip

※   Oil ends slightly higher in choppy trade

※   NYT: ‘This Market Is Nuts’: S&P 500 Hits Record, Defying Economic Devastation

※   FT: The uneven rally that took US stocks to a record high

※   Macro 백업표

※   Industry 백업표

•   한국: 코로나 재확산에 코스피 2.4%↓…코스닥 800선 턱걸이

•   한국: 삼바·LG화학·네이버…시총 3위 경쟁 '엎치락 뒤치락'

•   한국: 두산그룹주 밀려, 두산퓨얼셀 10%대 두산인프라코어 7%대 내려

•   Metals: Copper hits near four-week high on Chinese recovery, weak dollar

•   Iron ore: Iron ore price rockets to highest since January 2014

•   Grains: Corn retreats from month high as crop conditions become clearer

[Indicators]

•   US Jul. Housing starts: U.S. Housing Starts Surge by Most Since 2016 and Permits Climb

※   CNN: Housing market is still going strong and propping up the economy

•   India Weekly Employment: India’s overall unemployment rate touches a nine week high

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Democrats to Nominate Joe Biden; Bill Clinton, Alexandria Ocasio-Cortez to Speak

•   WSJ: Remote Democratic Convention Drew 18.7 Million Viewers on First Night

•   WSJ: China’s Xi Jinping Tightens Grip on Domestic Security Forces in First Broad Purge

•   WSJ: Mnuchin Says Stimulus Talks Remain Stalled

•   WSJ: Several States Commit to Extra Federal Jobless Benefit of $300 a Week

•   WSJ: Newsletter: The Safest Place During a Pandemic

•   WSJ: Covid Pummeled U.S. Businesses Into Their Worst Quarter in a Decade. But Not All Suffered.

•   WSJ: Boeing Plans New Staff Buyouts

•   WSJ: Community-Based Lenders See Surge of Interest

•   WSJ: Amazon Bets on Office-Based Work With Expansion in Major Cities

•   NYT: A Call to Rally Around Joe Biden ‘Like Our Lives Depend on It’

•   NYT: G.O.P.-Led Senate Panel Details Ties Between 2016 Trump Campaign and Russia

•   NYT: What We Learned: The Senate Committee Report on Trump and Russian Interference

•   NYT: Uber and Lyft Consider Franchise-Like Model in California

•   WP: Average CEO earnings at large firms soared to $21.3 million last year

•   FT: Putin warns western leaders over ‘meddling’ in Belarus

•   FT: Yield-starved investors start to rummage in triple C-rated debt

•   FT: WHO urges rich countries to join global Covid-19 vaccine facility

•   FT: How Bernie Sanders and his supporters made peace with Biden

•   FT: Brexit trade talks set to stall again over British truckers’ EU access

•   FT: Draghi urges Europe to use soaring debt for productive purposes

•   FT: Chip and phone supply chain shaken as Huawei faces mortal threat

•   FT: UK faces white-collar crisis as pandemic ends job security

•   FT: Water shortages and heatwaves: Europe confronts changing climate

•   FT: America’s largest shopping mall owner gets a new tenant: itself

•   FT: ‘Frugal four’ fight to protect EU budget rebates

•   FT: Why China’s economic recovery from coronavirus is widening the wealth gap

•   FT: BHP confirms thermal coal exit as investor pressure builds

•   BBC: Coronavirus: How many Covid-19 deaths is India missing?

•   Bloomberg: Pelosi Favors Slimmed-Down Stimulus Now, Then More in January

•   Bloomberg: Currency Markets Warn of Turbulence Ahead

•   Bloomberg: China Calls U.S. Rules on Huawei ‘Nothing Short of Bullying’

•   Bloomberg: Trump Says He Delayed China Trade Talks, Faults Beijing on Virus

•   Bloomberg: Trump Pledges Tax Credits, Tariffs to Redirect Jobs From China

•   Bloomberg: Trump Praises China Farm Purchases After Delay in Trade Talks

•   Bloomberg: Flu Season Will Be a Test Run for the U.S.’s Biggest-Ever Vaccine Campaign

•   Bloomberg: Chinese Buy Up Real Estate But Hold Off on Dining Out, Gambling

•   Bloomberg: U.K. End to Pandemic Aid Pushes Employers to Adapt or Fade Away

•   Bloomberg: Finding Suppliers Outside China Means Kissing ‘a Lot of Frogs’

•   Bloomberg: In Zero-Rate Fed World, Americans Get 5% -- on Late Tax Refunds

•   Bloomberg: Monopoly Power Lies Behind Worst Trends in U.S., Fed Study Says

•   Bloomberg: Virus Rages in South America With Governments Grasping for Clues

•   Bloomberg: Merkel Warns Covid Spike Leaves No Room to Ease Restrictions in Germany

•   Bloomberg: Economic Recovery Hit by Rise in Cases Across Europe: Chart

•   Bloomberg: Covid Vaccine Turns Into a Shot at Redemption for Britain

•   Bloomberg: A New Blow to the Solar-Energy Supply Chain

•   Bloomberg: Greening of Europe Means Lots More Red Tape for Investors

•   Bloomberg: These Folks Think Eternal Economic Growth Will Lead to Unstoppable Climate Change

•   Reuters: China Sinopharm chief rules out high price for coronavirus vaccine

•   Reuters: Explainer: World Health Organization's struggle for a global COVID-19 vaccine plan

•   Reuters: Brazil greenlights human trials for J&J's potential COVID-19 vaccine

•   Reuters: Japan's low jobless rate masks deepening worker despair

•   Reuters: Japan manufacturers' gloom eases slightly but pandemic woes remain

•   CNN: Walmart sales soared as shoppers spent their stimulus checks

•   CNBC: BofA: U.S., European firms face $1 trillion to relocate China supply chains

•   CNBC: Coronavirus pandemic turbocharges online sales, which were up more than 31% in just three months

•   CNBC: Thailand's success in containing the coronavirus may not help its economy much

•   CNBC: Millions of Americans are facing longer periods of unemployment

•   CNBC: Coronavirus: WHO warns Covid-19 is driven by young people who don't know they are infected

•   CNBC: Samsung Galaxy Note 20 Ultra review

•   CNBC: Turkey’s pursuit of contested oil and gas reserves has ramifications ‘well beyond’ the region

•   CNBC: Israel is not just a friend, but an 'asset' to UAE: Israeli minister

•   MarketWatch: Why stock-market investors should brace for the 'most litigated' election in U.S. history

•   MarketWatch: Why the dollar's fall could turn into a rout if 'political disarray' continues

•   Fox Business: Trump's payroll tax deferral may lead to significant tax bills for workers, business groups warn

•   SCMP: China food security: country faces ‘grain supply gap of 130 million tonnes by 2025’ as rural workforce dwindles

•   SCMP: Coronavirus: China’s State Council urges local authorities to speed up fiscal support for small firms

•   SCMP: China’s rare earth export plunge caused by coronavirus, not Beijing agenda, industry group says

•   SCMP: China to power world economy for several years as coronavirus recovery in developed countries lags, miner BHP says

•   SCMP: Biden’s Democrats talk tough on China, but see different measures than Trump

•   Global Times: Huawei accelerates smartphone HarmonyOS launch as US license expires

•   Global Times: China trimming US Treasury debt in June

•   Global Times: China's top expert says COVID-19 will not be less infectious in summer

•   매경(P1): 수도권 거리두기 강화…교회 대면예배 금지

•   매경: 경기道 "마스크 착용 의무화…지침 어기면 과태료"

•   매경: 결혼·장례식 50명이상 모이면 벌금…참석자 확진땐 구상권 청구도

•   매경: 수도권 중환자 입원병상 85개 불과…언제까지 버틸지 몰라

•   매경: "수도권 유행 바이러스 전파력 6배높은 GH형"

•   매경(P1): 반기업적 노동이사제 밀어붙이는 與

•   매경: 獨보다 센 한국판 노동이사제…경영참여 보장·상임이사급 권한

•   매경(P1): "脫코로나 기대 접고 일하는 방식부터 바꿔라"

•   매경: "유연근무제 확산 속에서 생산성 높인 기업이 생존"

•   매경: "주력사업 경쟁우위 잃을 위기"…친환경·애자일이 생존 키워드

•   매경: "국내선으로 버텼는데…" 제주노선 늘린 LCC 초비상

•   매경: [매경이 만난 사람] 백신개발 참여 제롬 김 국제백신연구소 사무총장

•   매경: 홍남기 경제부총리 "서울 대방동 군용지 등 4곳 공공주택으로"

•   매경: 배민, 국내 첫 로봇 딜리버리…아파트단지 안에서도 배달해요

•   매경: SK건설, 창문형 태양광발전 개발

•   한경(P1): [단독] "집값 그대론데 보유세 올라"…통합당, 위헌소송 낸다

•   한경: "공시가 산정 주먹구구식…오류 너무 많다"

•   한경(P1): [단독] '눈먼' 정부 보조금…文정부 들어 부정수급 3배 급증

•   한경(P1): [단독] '삼성페이' 이제 해외에서도 결제된다

•   한경: 국가 재무제표 9년간 200조 오류…계산 틀리고, 자산 이중 등재

•   한경: 코로나 대출' 39조 재연장…"이자까지 받지 말라니…"

•   한경: 배터리 빅3, R&D 투자 '급속 충전'…상반기에만 1조 쏟아부었다

•   서경(P1): 코로나 재확산에··· 산단 "내수 살아나나 했는데···이젠 견딜 재간 없어"

•   서경: "수주 공백 더 길어져...직원 더 내보내야 하나" 한숨만

•   서경(P1): 한은 "코로나 재확산땐 취업자 3명 중 1명 일자리 잃을 수도"

※   한국은행: 코로나19에 대한 고용취약성 측정 및 평가

•   서경: [시그널]내달 비우량회사채 1.4조 만기···저신용기업 돈줄 마르나

•   서경: [단독]“쌍용차 법정관리 땐 일자리 6,000개 직접 영향권”

•   서경: 경영 여건 악화일로인데...법인세 부담 5.6%P↑

•   조선(P1): 다세대·연립까지 번진 부동산 광풍

•   조선: ① 교회 소모임 금지 푼 바로 다음날, 교회 집단감염

•   조선: 전국서 사랑제일교회發 확진… "신천지보다 큰 위기"

•   조선: 은마 20억… 집값 잡기는커녕 들쑤신 토지거래허가제

•   조선: 혼자만 점유율 떨어지는 삼성폰, 2분기엔 화웨이에 1위도 뺏겨

•   조선: “노트10·갤20보다 못하네” 노트20 다운그레이드 논란

•   조선비즈: 해외서도 찾는다… 신재생에너지 수혜에 웃는 LS그룹

•   조선비즈: 코로나 시대의 車, 내부 위생 기술 경쟁 불붙었다

•   조선비즈: 움츠리는 메모리 시장… 하반기 삼성⋅하이닉스 실적 우려 현실화되나

•   조선비즈: 서울시 전월세는 4%이상 못 올리게 될 듯…'5%-α' 초읽기

•   조선비즈: 삼성전자, 인도서 스마트폰 생산 확대... "5년간 47조원 규모 생산"

•   중앙: “규제 무풍지대로” 지방 아파트 투자 외지인 30% 늘었다

•   문화(P1): <알립니다>文정부 ‘그린뉴딜’ 주제 국제포럼 첫 국내 개최

•   문화: 기초연금 수급자 > 국민연금… “재정부담 눈덩이, 감당못해”

•   문화: ‘갤노트20’ 흥행 돌풍…삼성 글로벌1위 탈환 청신호

•   문화: ‘전력수급 불안’ 드러낸 태양광… 236곳, 집중호우때 발전량 ‘0’

•   한국(P1): 美 "북한 최대 60개 핵폭탄 보유... 100개도 가능"

•   한겨레: 삼성물산의 베트남 석탄발전을 말리는 이유

•   머니투데이: "업황 살아나고 있었는데 초죽음 상태"…시름하는 中企

•   머니투데이: "실적 트라우마 아직인데" 코로나 재확산에 유통가 '초긴장'

•   머니투데이: 초강력 대책+코로나 확산=집값 하락'...이번에도?

•   머니투데이: 혼돈의 부동산시장, 고수들의 맞춤전략은?

•   더벨: 김해율하, 두산건설·코오롱글로벌 시공사 선정 완료

•   헤럴드경제: 중후장대형 제조업체, 재택근무 ‘어쩌나’

•   파이낸셜뉴스(P1): 경제낙관론 덮친 코로나… 다시 ‘생존 경영’

•   파이낸셜뉴스(P1): 美, 화웨이 계열사 38곳 추가제재… 삼성·하이닉스 '긴장'

•   파이낸셜뉴스: 사옥 걸어잠그고 직원은 집으로… ‘언택트 근무’ 다시 강화 [민관 코로나 확산 저지 총력]

•   파이낸셜뉴스: 4차추경 고민깊은 정부… 코로나 확산에 여권도 불지피기

•   아시아경제(P1): 불통ㆍ과속ㆍ포퓰리즘…금융권, 거대 여당發 옥죄기 법안발의에 살얼음판

•   디지털타임스(P1): 생각과 다른 전셋값… 정부 `통계 기준` 만지작

•   이데일리(P1): 주담대 막았더니‥15년만에 '마통카드' 부활

•   이데일리: 삼바가 10년안돼 '글로벌 바이오 최강자' 부상한 배경

•   이데일리: 삼성바이오 성장세에 무색해진 ‘기업가치 부풀리기’ 논리

•   이데일리: AIㆍ5Gㆍ바이오ㆍ전장부품'…삼성, 미래산업 성과 가시화

•   뉴시스: 한전, 국내 '태양광·풍력 사업' 진출?…민간 우려 넘어야

•   KBS: 소비 쿠폰도 임시 공휴일도 ‘물거품’…내수는 운다

•   이투데이: “두산그룹 자구안 순항 중… 자금확보 가시성↑”-이베스트투자증권

•   글로벌이코노믹: [글로벌-Biz 24] 한수원, 체코 신규원전 사업 확정에 ‘수주 총력전’ 돌입

•   아시아뉴스통신: [단독] 두산건설, 시흥 '대야두산위브 더파크' 부실공사 의혹 수면 위…"하자투성이"

•   전기신문: 10년만에 한림해상풍력 첫 삽 뜨는데…업계는 기대 반 우려 반

•   가스신문: 두산퓨얼셀, 연료전지 연계형 도시가스 감압발전 개발 MOU - 한국가스신문

•   KHL: New John Deere excavator for North America

•   OilPrice.com: Are Oil Prices About To See A Correction?

•   OilPrice.com: Russia Doubles Down On Its Arctic Oil & Gas Agenda

•   CNET: How Intel will keep Moore's Law cranking for years to come

•   Inside EVs: Tesla, World Leader In Electric Cars, Quietly Dominates Energy Storage

•   Hannover Messe News: Industry 4.0 - How digitization is changing the business world

•   물류신문: ‘일석n조’, 물류센터 웨어러블 로봇 도입 효과에 눈길

•   Nikkei Asian Review: Delivery robot trials set to start in Tokyo next month

•   Nikkei Asian Review: Hong Kong security law sparks race for Asia's next financial capital

•   Mainichi: Virus sparks double-dip recession fears in Japan

•   Japan Times: Japanese economic slump threatens to tarnish Abe's legacy

•   Livemint: 57,584 in 24 hours: India records highest single-day recovery from Covid-19

•   Business Standard: Economic rebound likely within a year, say 52% respondents in PwC survey

•   Business Standard: 6.1 million youth may lose jobs in India due to Covid-19: ADB-ILO report

•   Business Standard: India likely to see rise in populism; trend poses risk to economy: JPMorgan

•   Hindustan Times: What IIP numbers tell us about industrial activity in lockdown

•   Folha de S.Paulo: Banks Fear Bolsonaro Will Be Like Dilma and Spend More than He Can - 18/08/2020 - Business - Folha

•   Jakarta Post: Ministry to expand public employment scheme in Q3 infrastructure projects

•   Jakarta Post: Retail recovery depends on people’s purchasing power: Analysts

•   Jakarta Post: RCEP enters final phase, to be signed without India: Trade Ministry

[Opinions]

•   Project Syndicate(Mark Leonard): Mark Leonard Says More…

•   Project Syndicate(Piroska Nagy-Mohacsi): The Quiet Revolution in Emerging-Market Monetary Policy

•   Project Syndicate(Minxin Pei): Cultural Decoupling from China Will Hurt the US

•   Project Syndicate(Jim O’Neill): South Korea on Top Again

•   Project Syndicate(Julia Azari, Elmira Bayrasli): The Arrival of Kamala Harris

•   Project Syndicate(Carl Bildt): The Armenian Model for Belarus

•   FT(Editorial Board): Defusing tensions in the eastern Mediterranean

•   FT(Tony Barber): Belarus sheds the carapace of dictatorship

•   FT(David Sheppard): Oil traders should pay attention to Biden’s little green Corvette

•   FT(Chris Hughes): The US needs direct cash payments through this crisis — and the next

•   FT(Sarah O'Connor): Uber ruling shows gig economy is running out of road

•   FT(Lex): BHP/environment: coal hole

•   FT(Lex): Huawei/US: incision time

•   WSJ(Andy Puzder): Biden’s Assault on ‘Shareholder Capitalism’

•   WSJ(Paul Tice): If You Like Lockdowns, You’ll Love the Carbon-Free Future

•   NYT(John M. Barry): A Warning for the United States From the Author of ‘The Great Influenza’

•   WP(Catherine Rampell): Forget the Trump tweets. This is the Trump action that might actually kill us.

•   WP(David Ignatius): Could Trump steal an election? It would be very hard to pull off.

•   WP(Leon Aron): The risks of a Russian intervention in Belarus

•   Bloomberg(David Fickling): BHP May See Another Sunny Outlook Turn to Ashes

•   Bloomberg(Conor Sen): A Sunbelt Coronavirus Turnaround Will Boost the Economy

•   Bloomberg(John Authers): Worried About Inflation? Bonds and Gold Don't Care

•   Bloomberg(Barry Ritholtz): Top-Heavy Stock Indexes Are Nothing to Fear

•   Bloomberg(Robert Burgess): The Stock Market’s Improbable Recovery Explained

•   Bloomberg(Ferdinando Giugliano): Coronavirus Exposes Spain's Failings Once Again

•   Bloomberg(Noah Feldman): Trump Is Abusing His Power Again

•   Bloomberg(Andreas Kluth): In Belarus It’s Ultimately All Up to Putin

•   Bloomberg(James Stavridis): Military Reasons to Celebrate the Israel-UAE Deal

•   Bloomberg(Tim Culpan): Trump Just Took the Nuclear Option on Huawei

•   Bloomberg(Scott Duke Kominers, Alex Tabarrok): A Resilient Covid-19 Vaccine Supply Chain Starts Now

•   MarketWatch(Mark Hulbert): The stock market’s comeuppance is coming, as bullishness gets extreme

•   조선(한갑수): 에너지 백년대계를 3년 만에 허무는 정권