Business Intelligence Monitor 200821

(Introduction)

[Markets]

•   Global: Tech stocks defy downbeat data as dollar, global equities retreat

※   Oil prices fall on concern about oversupply

※   U.S. jobless claims reinforce view of slower U.S. recovery

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 3.66% 급락…2,270선까지 밀려

※   이데일리: 유동성이 이끈 증시…고개 드는 버블 경계론

※   매경: 韓증시 덮친 2차 팬데믹 공포…"3월같은 폭락장은 안올 것"

•   한국: 반도체가 심상찮다…SK하이닉스 시총2위 뺏겨

•   한국: 두산그룹주 하락 더 많아, 두산솔루스 두산 두산퓨얼셀 6%대 내려

•   한국: 코로나리스크 재부각…원화값도 약세로

•   Metals: Copper tracks equities, other risky assets lower on dovish Fed

•   Grains: Corn, soybeans ease as harvest, export prospects weighed

[Indicators]

•   US Aug. Philadelphia Fed manufacturing index: :Philadelphia Fed manufacturing index slows for second straight month in August

•   US Weekly Jobless claims: U.S. Jobless Claims Rise to 1.1 Million in Latest Week

•   China Loan Prime Rate: China keeps lending benchmark LPR steady for fourth straight month, in line with market

•   한국 2분기 가계동향: 근로·사업·재산소득 '동반 추락'…"재난지원금으로 2분기 버텼다"

•   한국 7월 주택거래: 7월 서울 주택매매 37% 급증

※   매경: 규제로 누를수록 "서울집 사자"…고가주택 거래 두달새 82%↑

•   한국 주간 아파트 가격(감정원): 고강도 규제에도 집값은 안 꺾였다

•   Japan Jul. Convenience store sales: Japan's convenience store sales fall 7.4% in July due to bad weather

•   Argentina Jun. Economic activity index: Argentina’s Economy Extends Rebound From Pandemic Lows

•   Turkey Benchmark rates: Turkey Keeps Rates Unchanged Even as Lira Plumbs Record Lows

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Deaths Top 173,000

•   WSJ: For Covid-19 Vaccine, J&J Plans 60,000-Subject Pivotal Trial

•   WSJ: U.S. Asks U.N. Security Council to Restore Sanctions on Iran

•   WSJ: Iran Unveils New Missiles, Improving Its Reach at Sea and to Israel

•   WSJ: Joe Biden to Promise Recovery From Crisis in Speech to DNC

•   WSJ: Battered Eurozone Could See More Stimulus in the Fall

•   WSJ: Covid-19 Hits India’s Already Faltering Consumers Hardest

•   WSJ: Newsletter: Layoffs, Trade Talks and the Fed’s Outlook

•   WSJ: Alibaba’s Online Orders Soar During Coronavirus, Fueling a Sales Recovery

•   WSJ: Lyft, Uber Granted Stay on California Order to Reclassify Drivers

•   NYT: Kamala Harris Takes the Spotlight, a Moment for Her and History

•   NYT: Steve Bannon Is Charged With Fraud in We Build the Wall Campaign

•   NYT: Top Republican National Security Officials Say They Will Vote for Biden

•   NYT: South Africa’s Big Coronavirus Aid Effort Tainted by Corruption

•   NYT: How Kamala Harris Forged Close Ties With Big Tech

•   NYT: This Plan Pays to Avoid Layoffs. Why Don’t More Employers Use It?

•   WP: Joe Biden has been imagining this moment for more than 50 years. It’s not exactly the triumph he had in mind.

•   WP: U.S. would be lucky to see new coronavirus case numbers matching those of New Zealand or South Korea

•   FT: Putin opponent Alexei Navalny in a coma after suspected poisoning

•   FT: US companies award execs big bonuses before declaring bankruptcy

•   FT: ECB fears recovery is at risk from a delayed surge in unemployment

※   ECB: Meeting of 15-16 July 2020

•   FT: Belarus launches criminal probe into opposition’s co-ordination council

•   FT: China’s Three Gorges dam hits highest level amid torrential rain

•   FT: Truckload of trouble ahead for EU-UK Brexit talks

•   FT: Germany haunted by spectre of zombie companies

•   FT: The battle for Wisconsin: Biden tries to avoid mistakes of 2016

•   FT: Putin prepares for a controlled succession in Belarus

•   FT: Extend eviction ban or risk coronavirus increase, UK government warned

•   FT: Call for entries: High-Growth Companies Asia-Pacific 2021

•   FT: Governments puzzle over how to unwind job protection schemes

•   FT: Why is the ‘anti-vaxxer’ movement growing during a worldwide pandemic?

•   FT: Extend eviction ban or risk coronavirus spike, health bodies warn

•   Bloomberg: Trump Threatens Tariffs for U.S. Companies That Won’t Move Jobs Back

•   Bloomberg: China Expects Trade Deal Talks With U.S. to Take Place Soon

•   Bloomberg: China Gears Up for Record-Breaking U.S. Crude Haul in September

•   Bloomberg: Millions of U.S. Jobs to Be Lost for Years, IRS Projections Show

•   Bloomberg: Urban Exiles Are Fueling a Suburban Housing Boom Across the U.S.

•   Bloomberg: Trump’s Mexico Negotiating Partner Faces Challenging WTO Pursuit

•   Bloomberg: Powell to Headline Jackson Hole and Speak on Long-Awaited Review

•   Bloomberg: U.K. Economic Data Send Wildly Conflicting Signals

•   Bloomberg: Trump Nominee Shelton Blasted by Fed Alums in Open Letter

•   Bloomberg: Storms, Trade Wars and Covid: Farmers Hit Again in Trump Country

•   Bloomberg: Pelosi Pressured by Moderate Democrats, GOP on Stimulus Talks

•   Bloomberg: Goldman Sees Pandemic Spurring Growth in ESG Bond Issuance

•   Bloomberg: More Than 29% Exposed to Covid-19 in India’s Capital New Delhi

•   Bloomberg: Millions Escaped Caste Discrimination. Covid-19 Brought It Back

•   Reuters: EU, CureVac in advanced talks for 225 million COVID-19 vaccine doses

•   Reuters: Kudlow says U.S. remains engaged with China over trade

•   Reuters: Euro zone economic outlook steady but job recovery at high risk: Reuters Poll

•   CNN: Volkswagen now has another electric SUV to take on Tesla

•   CNBC: Study: Brazil, India and South Africa face toughest recovery among G20

•   CNBC: Russia coronavirus vaccine to be tested on 40,000 volunteers, research institute claims

•   CNBC: CDC chief Dr. Redfield says coronavirus deaths could start to fall next week

•   CNBC: Central bank digital currencies: Bitcoin, Libra could play a role

•   CNBC: El-Erian: Coronavirus small business devastation threatens capitalism

•   MarketWatch: 11 states are preparing to offer $300 extra in unemployment benefits and 8 others are waiting on FEMA’s approval

•   MarketWatch: Mortgage rates are going back up — just as home prices begin to skyrocket

•   Fox Business: Trump rips Biden over fracking, energy policy: 'Get used to no air conditioning'

•   Conversation: 9 reasons you can be optimistic that a vaccine for COVID-19 will be widely available in 2021

•   SCMP: China’s July new stock accounts more than double to 2.43 million as traders continue their headlong dive into market to sustain rally

•   SCMP: Hong Kong’s WTO threat against US ‘Made in China’ ruling puts city in uncharted waters

•   SCMP: China reluctant to hit back at US firms over Washington’s new Huawei ‘death sentence’

•   SCMP: President no more? A US bill would ban the title for China’s leader

•   SCMP: Hong Kong third wave: social-distancing measures not likely to be relaxed until citywide coronavirus testing wraps up in mid-September

•   SCMP: China’s sovereign digital currency plan becomes a hot guessing game amid leaks and expectations

•   SCMP: China’s wish to end US dollar dominance is unlikely to come true with no genuine challenger in the wings

•   Global Times: The US will always bully the world's 2nd richest economy

•   Global Times: Chinese vaccine maker to hold Phase III clinical trials in Peru

•   매경(P1): 10인이상 옥외집회 금지…서울시 긴급대책 논란

•   매경: 광복절 집회에 놀란 서울시…더 위험한 실내 놔두고 옥외만 금지

•   매경(P1): 권익위, 김영란법 3·5·5기준 완화 추진

•   매경: "코로나에 소비 살려야" "효과 미미"…도입 4년만에 시험대 오른 김영란법

•   매경: 재난지원금, 소비촉진 효과 적었는데…또 뿌리자는 與

•   매경: SK하이닉스·LG전자 R&D센터…확진자 속출에 일시 폐쇄

•   매경: 與 `부동산 백지신탁제` 띄우는데…재산권 침해 위헌 논란

•   매경: 韓銀의 경고…"2100조 부동산에 쏠려 위험"

•   매경: 낙관론 고수하는 洪부총리…"집값 많이 진정"

•   매경: 월성원전 셧다운 위기 모면…4년만에 `맥스터` 증설 결론

•   매경: `빚투` 위험한데…대출규제 주저하는 정부

•   매경: 유럽 전기차시장 中앞질러…K배터리 `미소`

•   매경: 이동걸 산은회장 또 면담 제안…"아시아나 M&A 빨리 해결짓자"

•   매경: LG 올레드TV, 언택트 게임붐에 날개 달았다

•   매경: "AI 활용해 S펜 반응속도 확 높였죠"

•   한경(P1): 1주일 새 1500여명 확진…병상 포화 임박

•   한경: 의료자원 '한계상황'…서울·경기 병상가동 80% 넘어

•   한경(P1): 통합당式 기본소득 '윤곽'…"현금지원 통합해 하위 50% 지원"

•   한경(P1): 물품대금 못받으면 보상…매출채권보험 가입 '최대'

•   한경: 거침없는 '서학개미'…7월 해외주식 순매수, 국내의 1.8배

•   한경: [단독] 1주택자 종부세 평균 年232만원→488만원…5년간 2배 뛴다

•   한경: 전환율 2.5% 넘는 월세, 차액반환 요구 가능

•   한경: "패닉 바잉 지속…하반기도 집값 크게 오른다"

※   한국경제연구원: 하반기 주택가격, 수도권 2.5%, 강남 4구 등 7% 이상 상승 전망

•   한경: 정부, 한국판 뉴딜에 공공기관 총동원

•   한경: 힘겹게 치켜올린 D램 점유율

•   한경: 두산그룹, VC 계열사…신한금융지주에 매각

•   한경: 갤노트20 '흥행 신화' 다시 쓰나

•   한경: 국내 주식도 '소수점 거래' 가능

•   서경(P1): 中 '2차 공습'···메이저 전기승용차 상륙

•   서경: 中 고성능 전기 SUV가 2,000만원대···韓시장서 몸집 키운다

•   서경: 중국자본, 또 쌍용차 핸들 잡나

•   서경: 테슬라·도요타와 협력···中 전기차 기술력 '글로벌 수준'

•   서경: "집 안 팔아" 아파트 증여 1.4만 역대 최고···서울 전세물건도 36% 뚝[사라지는 매물]

•   서경: [단독] 외국인 부동산 거래 역대 최대···마포·종로까지 영역 넓혀

•   서경: 한국은행 신임 부총재에 이승헌 부총재보 임명

•   조선(P1): "김여정에 권한 일부위임… 후계자 결정된건 아니다"

•   조선: 공급대책 못믿는 市場… 서울 아파트 청약경쟁률 신기록

•   조선: "200명 오던 손님이 오늘은 고작 5명"

•   조선: 여행업계는 실업 대란

•   조선비즈: 삼성·애플, 반중 정서 몰아치는 인도 스마트폰 시장서 공격행보... 新격전 예고

•   조선비즈: 건설사가 속속 폐기물 처리기업 사들이는 이유는?

•   문화: [팩트체크] ① 집주인과 관계 동등?… 전세품귀로 세입자 주거안정 위협

•   국민(P1): [신성장동력 포럼] “코로나19 위기를 기회로… 한국, 언택트 혁명 주도하자”

•   서울(P1): 코로나 혈장치료제 임상2상 시험 승인

•   한겨레(P1): 김정은 “내년 1월, 새 국가발전 5개년 계획 제시”

•   머니투데이(P1): 게임체인저' 현대차, 수소차 넘어 수소공급까지 영토확장

•   머니투데이: 8조 규모 체코원전, "우리 달라" 세일즈 나선 성윤모

•   머니투데이: 은행·보험·카드사도 다시 재택근무…3월로 돌아간 코로나 시계

•   더벨: 모트롤BG 우협, 모건PE로 무게추 기우나

•   헤럴드경제(P1): 돈빌려 자산 불린 부자 vs 대출막힌 서민

•   헤럴드경제(P1): “집값은 두배, 전세도 분양가보다 높아”

•   헤럴드경제: 자동차 부품업계, 매출·인력 모두 줄었다

•   헤럴드경제: “울트라만 찾아요”…갤노트20 빛바랜 3색 컬러 [IT선빵!]

•   헤럴드경제: 韓 바이오·배터리-美 IT-中 소비·금융…3국 시총 10위권 지형도

•   아시아경제(P1): 근로자 손 들어준 대법, "기아차 정기상여금도 통상임금"

•   아시아경제: 코로나 재확산에 '큰 짐' 짊어진 IPO

•   디지털타임스(P1): 국회 예산처 "통계 기준 함부로 바꾸지 말아야"

•   디지털타임스(P1): "내년 예산에 한국판 뉴딜 20兆 넘게 반영"

•   이데일리: 9월 실업대란' 급한 불 껐다…항공·여행 고용유지지원금 60일 연장

•   이데일리: 무섭게 크는 中수소경제…등록기업 5년새 5배 '껑충'

•   연합: "한국, 2030년 재생에너지 비중 19% 전망…목표 근접"

•   뉴스핌: SKC 동박사업 첫 해외 생산기지, 미국? 중국?…어디로

•   뉴스1: 해상풍력 韓기업에 새 먹거리 되나

•   아시아투데이: [취재뒷담화] 그룹 뒤숭숭한데…두산중공업 직원들 표정관리 이유는?

•   머니S: 한화 “두산인프라코어 인수 참여, 사실무근”

•   인천뉴스: 두산인프라코어 매각 반대와 고용승계 보장 촉구

•   Power Engineering: Coal-fired plant stockpiles rise to three-year high while U.S. generation at 40-year low

•   에너지경제: 한전, 베트남 석탄 火電 투자도 강행?…'28일 이사회 결정'

•   에너지데일리: “한전은 해외 석탄발전 사업 투자 중단하라”

•   Equipment Journal: How Doosan Bobcat faces the challenges posed by COVID-19

•   건설경제: 4000억 규모 ‘남양주 덕소3구역 재개발’ 시공권 두고 건설사들 ‘고심’

•   OilPrice.com: The Oil Industry’s Biggest Weakness Is Its Reliance On China

•   OilPrice.com: Nigeria Plans To Boost Oil Production By 250,000 Bpd

•   OilPrice.com: Russia Complies 100% With OPEC+ Production Cut Quota

•   OilPrice.com: Saudi Arabia To Force OPEC+ Overproducers To Compensate For 2.3 Million Bpd

•   MIT News: The factory of the future, batteries not included

•   전자신문: 정부, RE100 이행 위한 재생에너지 사용인정제도 이르면 이달 확정

•   ZDNet Korea: 中 레노버, 세계 최초로 폴더블 PC 출시

•   Phone Arena: Samsung is reportedly working on an affordable foldable phone

•   Robotics & Automation News: Geek+ and Körber partner to implement autonomous mobile robots in warehouses

•   Robotics Tomorrow: Thoughts on the Impact of COVID-19 and Essential Supply Chain Automation

•   물류신문: 직접 찾은 ‘제10회 국제물류산업대전’ 현장은?

•   Nikkei Asian Review: Komatsu chases 'Goldilocks inventory' as shares lag Caterpillar

•   Nikkei Asian Review: Japan steelmaker restarts exports to China as demand surges

•   Livemint: India, China to hold border talks today on troops’ disengagement

•   Livemint: Govt to offer 50% of three months’ salary as unemployment benefit to 4 million workers

•   Business Standard: Extreme economic uncertainty but worst could be over, says outgoing MPC

•   Folha de S.Paulo: For the First Time since April, Brazil Shows Decelerated Coronavirus Contagion

•   Moscow Times: Coronavirus Pandemic Rebalances Russia’s Corporate Landscape

•   Viet Nam News: Samsung denies moving part of Việt Nam smartphone production to India

[Opinions]

•   Project Syndicate(Todd G. Buchholz): America’s New Debt Bomb

•   Project Syndicate(Anne O. Krueger): Financial Repression Revisited?

•   Project Syndicate(Sławomir Sierakowski): Europe’s Last Dictator Makes His Last Stand

•   FT(Edward Luce): The promised land that slipped away from Obama

•   FT(Martin Sandbu): Globalisation need not mean deregulation

•   FT(Martin Sandbu): Economics and its identity crisis

•   FT(Chris Giles): Higher prices hint at the impact of coronavirus

•   FT(Lotta Moberg): Today’s ultra-low interest rates are anything but ‘natural’

•   FT(Ivan Krastev): Donald Trump’s defeat would deal a blow to European populism

•   WSJ(Karl Rove): Joe Biden Revives the Four-Corners Offense

•   NYT(Editorial Board): The Trump Campaign Accepted Russian Help to Win in 2016. Case Closed.

•   NYT(Jamelle Bouie, Frank Bruni, Michelle Cottle, Michelle Goldberg): What Biden Must Do

•   NYT(Michael Tomasky): Why Recent Republican Presidents Have Been Economic Failures

•   WP(Editorial Board): Kamala Harris makes history — and offers a Democratic strategy of unity

•   WP(Catherine Rampell): The U.S. has two economies. How much longer will the losing side stand for that?

•   WP(Jennifer Rubin): 10 takeaways from the Democrats’ show

•   WP(Vladimir Kara-Murza): Europe’s last two dictators have stood together for decades. Will they fall together, too?

•   Bloomberg(Editorial Board): Brexit Talks: The U.K. Is Running Out of Time on Trade

•   Bloomberg(Mohamed A. El-Erian): Not Afraid of Covid? How About Lockdowns?

•   Bloomberg(Conor Sen): Soaring Stock, Home Prices Will Help The Economy Recover

•   Bloomberg(Mac Margolis): Brazil's Covid Response Brings Out Bolsonaro's Inner Leftist

•   Bloomberg(Bobby Ghosh): Arab States Aren't Backing Trump's Iran Snapback Strategy

•   Bloomberg(Ellen R. Wald): Trump's Methane Emission Rule Rollback Isn't a Disaster

•   Bloomberg(Matthew A. Winkler): Stock Market's Big Winners Are All in the Cloud

•   CNN(Froma Harrop): Why environmentalists should applaud Biden

•   MarketWatch(Brett Arends): A strategy to outsmart the S&P 500 ‘bubble’

•   MarketWatch(Satyajit Das): Here’s proof that homeowners are making mortgage payments even as COVID-19 threatens their financial health

•   Reuters(Clyde Russell): BHP and Rio show the swings and arrows of China commodity exposure

•   헤럴드경제(김종현): 블록체인의 3가지 오해와 진실