Business Intelligence Monitor 200825

(Introduction)

[Markets]

•   Global: Global stocks advance on coronavirus treatment hopes, dollar gains

※   S&P 500, Nasdaq set all-time peaks

※   Apple shares cross $500, Alibaba at record high

※   Dollar gains on optimism over COVID-19 treatments

※   Gulf of Mexico storms lift crude oil futures

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 외국인 매수세에 1.1% 상승 마감

•   한국: 두산그룹주 엇갈려, 두산 2%대 내리고 두산퓨얼셀 3%대 올라

•   Metals: Copper rises as LME inventories dwindle to 13-year low

•   Grains: U.S. corn, soy futures rise on crop concerns; wheat sags from one-month peak

[Indicators]

•   한국 7월 거주자 외화예금: 경제 불안에 "달러 사자"...7월 외화예금 874억弗 사상 최대

•   한국 8월 소비자동향: 공급대책 발표에도 집값 상승 전망 '꿋꿋'…8월 소비심리 결과

•   한국 주간 전세수급지수: 서울지역 ‘전세수급’ 5년만에 최악… ‘임대차 2법’ 등으로 품귀현상 심화

•   Nigeria Q2 GDP: Nigeria Economy Falls by the Most in a Decade

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: New Covid-19 Cases in U.S. Fall to Lowest Level in More Than Two Months

•   WSJ: TikTok Files Suit Challenging U.S. Ban

•   WSJ: China’s Economy Is Bouncing Back—And Gaining Ground on the U.S.

•   WSJ: New Thinking on Covid Lockdowns: They’re Overly Blunt and Costly

•   WSJ: Trump Secures Nomination as Republican Presidential Candidate

•   WSJ: White House Touts Opportunity-Zone Tax Break Criticized by Democrats

•   WSJ: Newsletter: Debt, Labor Divide and Live Music

•   WSJ: Oil Companies Brace for Twin Gulf Coast Storms

•   WSJ: At Least One Company Is Cheering Renewed Aluminum Tariff on Canada

•   WSJ: ‘Fortnite’ Maker’s Apple Fight Leaves Some Developers Wary

•   NYT: Why Trump’s Approval Ratings on the Economy Remain Durable

•   NYT: Donald Trump Jr. Is Ready. But for What, Exactly?

•   NYT: Why Are Coronavirus Cases Decreasing? Experts Say Restrictions Are Working

•   NYT: Europe Tried to Limit Mass Layoffs, but the Cuts Are Coming Anyway

•   WP: More than 500,000 mail ballots were rejected in the primaries. That could make the difference in battleground states this fall.

•   WP: First covid-19 reinfection documented in Hong Kong, researchers say

•   FT: UK set for record-breaking economic growth in third quarter

•   FT: Global dividends suffer worst quarterly fall since 2009

•   FT: Trump accuses Democrats of trying to ‘steal the election’

•   FT: India moves to cut Huawei gear from telecoms network

•   FT: German doctors say initial findings suggest Navalny was poisoned

•   FT: Key opposition figures detained in Belarus

•   FT: Latin America’s economic recovery stymied by old problems

•   FT: Lawyers sound alarm on welfare of former Saudi crown prince

•   FT: Punch throws Germany’s AfD into uproar

•   FT: UK’s ‘inefficient’ homes exacerbate zero-carbon challenge

•   FT: Nokia goes back to the future with new team leading 5G charge

•   FT: US election: a divided Republican party questions Trump legacy

•   FT: Treasury under fire over disclosure silence on virus loans

•   Bloomberg: Most in NABE Survey See U.S. Recession Ending Late 2020, 2021

•   Bloomberg: Dow Industrials Kicks Out Exxon in Biggest Shake-Up Since 2013

•   Bloomberg: China’s Banks Hire Tens of Thousands in Latest Rescue Mission

•   Bloomberg: Losses from China’s Overseas Takeover Binge Are Piling Up Fast

•   Bloomberg: Arm to Keep IoT Data Unit, Canceling Transfer to Softbank

•   Bloomberg: Apple to Reopen Some U.S. Stores That Were Shuttered Twice by Covid

•   Bloomberg: The Once-in-a-Century Impact of Covid-19 Deaths

•   Bloomberg: China Is Hungry for Imported Farm Goods Amid Demand Recovery

•   Bloomberg: Jackson Hole Conference Goes Virtual as the World Passes ‘Peak Central Banking’

•   Bloomberg: Fed Study Finds Virus Is a Powerful Downward Drag on Inflation

•   Bloomberg: They Beat Covid, But Debilitating Effects and Economic Costs May Linger for Years

•   Bloomberg: South Africa ‘Over the Plateau’ as Coronavirus Outbreak Slows

•   Bloomberg: Brazil Economic Activity Returned to Pre-Covid Levels, BofA Says

•   Bloomberg: Supply Alliance Forming in Asia-Pacific to Counter China

•   Bloomberg: Farmers Are Selling Soybeans Two Years in Advance in Rare Trade

•   Bloomberg: Japan’s Creaking Computer Systems Are Hampering Its Economic Recovery

•   Bloomberg: Closer to Israel Than Most in Region, Morocco Snubs Full Ties

•   Bloomberg: Hungary Leaves ‘Red Line’ Far Behind as Virus Shreds Budget Plan

•   Bloomberg: Inflation Shock Will Hit India, Russia, Mexico Bonds Hardest

•   Bloomberg: Ramaphosa Says ANC Is Accused No. 1 in South African Corruption

•   Reuters: Exclusive: Foxconn, other Asian firms consider Mexico factories as China risks grow

•   Reuters: Factbox: China's coronavirus vaccine development efforts

•   Reuters: Moderna, EU conclude advanced talks to supply COVID-19 vaccine candidate

•   Reuters: WHO urges countries to join forces in vaccine plan

•   Reuters: France's COVID-19 cases and casualties rise

•   Reuters: India's coronavirus cases surge to 3.1 million

•   Reuters: Russia's coronavirus tally passes 960,000

•   Reuters: Upset by lockdown, workers bar access to Freeport Indonesia's Grasberg mine

•   CNN: The Back-to-Normal Index by Moody's Analytics and CNN Business: The US economy has a long way to go until it's back to normal

•   CNBC: 2020 election: U.S. presidential predictions and stock market forecast

•   CNBC: Deal over American lobster helps to ease U.S.-EU trade tensions

•   CNBC: Coronavirus: Scientists doubt convalescent plasma touted by Trump is 'breakthrough' treatment

•   CNBC: UK denies report it'll end digital tax to get a trade deal with the US

•   CNBC: Dr. Scott Gottlieb: Coronavirus plasma treatment might help but ‘doesn’t look like a home run’

•   CNBC: The dollar may slide further, but analysts say its demise is ‘greatly exaggerated’

•   MarketWatch: Stop saying 'stocks are not the economy'

•   Fox Business: Trump promotes tax record of cutting rates for middle-class Americans

•   SCMP: Global Impact newsletter: Huawei finds itself in the eye of the US-China tech storm

•   SCMP: China promises its Mekong neighbours priority access to a coronavirus vaccine developed in China

•   SCMP: Japan’s Motegi pledges aid to Mekong countries, champions Indo-Pacific as Asean tour ends

•   SCMP: China to use Yangtze River Delta development to showcase ‘dual circulation’ economic strategy

•   SCMP: China working with Azerbaijan on belt and road transport route even as Baku restricts investment

•   SCMP: China’s social security fund is being propped up by local government subsidies, but for how long?

•   매경(P1): 文 "지금 못막으면 3단계 거리두기"

•   매경: 서울 깜깜이환자 22% 넘어…감염학회 "3단계 격상 불가피"

•   매경: 전국 1845개 학교 등교못해…코로나사태 이후 최다

•   매경: 중증환자 치료제, 렘데시비르 `부족`

•   매경: 美FDA, 코로나 혈장치료 승인…학계 "효과있지만 해결책은 아냐"

•   매경: "카페서도 마스크 쓰라고?…난 몰랐다"

•   매경(P1): 허위매물 단속에…`껑충` 뛴 호가

•   매경: 값싼 `미끼매물` 사라지자…전셋값 1.5억 비싼 진짜 매물만 남아

•   매경: 세입자 "5% 넘게 올려줄테니 더 살자"…헛도는 `전월세 상한`

•   매경: 청약통장 매매·위장전입…특공 부정청약도 조사

•   매경(P1): 사내유보금 많은 가족기업 `稅폭탄 공포`

•   매경(P1): 총리·의협 면담 `평행선`…26일 의사총파업 초읽기

•   매경: 현대重, 친환경 LNG연료 컨테이너선 세계 첫 건조

•   매경: QD TV시대 앞당기는 삼성디스플레이

•   매경: "코로나로 잠시 조정 있어도…연말 코스피 2500은 거뜬히 넘어"

•   한경(P1): 2차 재난지원금 놓고…이낙연 "차등지원" vs 이재명 "전국민 지급"

•   한경: 100만원+ α' 자영업자 생존자금 꺼낸 통합당

•   한경(P1): [단독] 상위 1%가 세금 42% 내는데…소득세율 또 올리는 정부

•   한경(P1): 주식 10株 갖고 "주주명부 내놔라"…상장사는 괴롭다

•   한경: 20년 공동명의한 1주택 노부부…단독명의보다 248만원 더 내

•   한경: 저소득층만 직격탄 맞은 '월세 전환'

•   한경: 신한금융, 네오플럭스 인수 완료…조용병 "기업 생애주기별 지원 가능"

•   한경: 애플 '아이폰12' LG 'Q92'…5G폰 선택지 늘어난다

•   한경: "갤노트20 핵심은 '연결'…윈도 사용자에 최고 스마트폰 될 것"

•   한경: V자 반등?…업종별로 보면 완연한 'K자 반등'

•   서경(P1): 코로나 거센데···다음달엔 기업·고용 지원책 줄줄이 끝난다

•   서경: 휴업·휴직수당 90% 지원 9월 중단···中企 자금난, 실직자 급증 우려

•   서경(P1): 서울 버스·지하철 요금, 최대 300원 인상 추진

•   서경: [단독] '집' 막히니 '땅'···토지 원정투자 10년만에 최대

•   서경: 이주열 “올해 성장률 -1.0%보다 낮을 가능성 배제 못해”

•   서경: 코로나 대출 만기연장에 은행권 조단위 충당금 또 쌓는다

•   서경: 광저우 효과'에 LCD도 호조···LGD, 7분기 만에 흑자보나

•   서경: "접으면 폰, 펼치면 태블릿"···갤Z폴드2 광고추정 영상보니

•   조선(P1): 세입자 동의없인 전셋값 못올린다

•   조선(P1): 경제와 방역 사이… 국민만 쳐다보는 정부

•   조선: 대구 소비 30% 줄고, 뉴욕 47만명 실직… 그 쇼크 또 온다

•   조선: 전월세 상한법 아닌 동결법… 입법사고 낸 與

•   조선: LG "배상금 수조원 내라", SK "수백억이면 충분"

•   조선: 1주택 서울 20억 아파트, 올해 팔면 내년보다 양도세 9000만원 절감

•   조선: 친환경 아니면 퇴출되는 시대, 기업들 인증 바람

•   조선: 내년 보유세 1주택자도 많이 오른다

•   조선비즈: ‘석탄화력 수출 금지’ 압박 받는 한전… 기후대응 동참해야 vs 기업은 어쩌나

•   조선비즈: 반도체 불황에 마르는 D램 투자... 회복기엔 '공급난' 가능성도

•   조선비즈: 공급 급한데… 코로나 확산에 정비사업 줄줄이 ‘무기한 연기’

•   조선비즈: 한은총재 불러놓고 "기준금리 올려서 아파트값 잡으라"는 與의원들

•   조선비즈: 정세균 "올해 안에 '코로나 국산 치료제' 나올 듯…믿을 만한 회사 있다"

•   조선비즈: 韓 코로나19 혈장치료제 언제 공급?... 걸림돌 '혈장확보난' 풀릴까

•   IT조선: 스마트폰 가격 착해졌다

•   인베스트조선: 9월에 '6조원' 회사채 만기 도래…코로나 재확산은 '변수'

•   인베스트조선: 스카이레이크, 두산솔루스 단독 인수로 가닥

•   중앙: 벼랑끝 자영업자 "문닫아도 월세 나가, 보증금 다 까먹었다"

•   중앙: [현장에서] 지소미아 종료도 아니고 연장도 아니고…어물쩍 넘어간 정부

•   동아(P1): [단독]한전, 전기요금에 ‘유가 연동’ 추진

•   동아: 홍남기, 공무원 임금 삭감론에 “하위직 고려해야”

•   동아: 다시 썰렁해진 국내선… 항공업계 망연자실

•   동아: 은성수 “공매도 금지, 대형주만 연장 등 검토”

•   문화: 조세재정硏, 1년8개월째 국가채무전망 공개요청 불응

•   한국: 미국서 하는 '갤노트20' 1+1 파격 마케팅, 국내선 왜 못하나

•   국민(P1): [단독] 거리두기 3단계 땐 대기업 30%만 출근

•   서울: 코로나 확산에… ‘애물단지’로 전락한 기업 M&A

•   세계(P1): n차 감염 역학조사 186곳… 한계 임박

•   세계(P1): 수도권 입주물량 ‘뚝’… 전월세난 심해진다

•   한겨레(P1): “벌이 끊겨 사는 게 죽을 맛…” 재난지원금 골든타임 놓칠라

•   머니투데이: 코로나에 쪼그라든 車 전장…삼성 하만 가동률 3개월새 '반토막'

•   머니투데이: 코로나에 상반기 600개 문닫은 여행사, "이대로면 하반기 1000개 줄도산"

•   더벨: "초저금리 시대, 회사채로도 고수익 가능하다"

•   헤럴드경제(P1): 외국계 IB “코스피 2600 간다”

•   헤럴드경제: ‘갭투자’ 막자 3억원 이하 서울 아파트 매매가격 1억 올랐다

•   파이낸셜뉴스(P1): 노동이사제보다 센 '경영참여법' 다시 꺼낸 한노총

•   파이낸셜뉴스: "공기업 견제 역할" "일부 노동권력만 대변할 것" 찬반 격돌 [공공기관 노동이사제 논란]

•   파이낸셜뉴스: "노동이사제·경영참가법 시기상조.. 이미 있는 노사협의회 보완해 써야" [공공기관 노동이사제 논란]

•   아시아경제(P1): 한화 5년 조사한 공정위 "무혐의"

•   아시아경제: 예견됐던 '무혐의' 한화그룹‥'모래주머니' 차고 시장 나선 격

•   아시아경제: 검찰, 이재용 삼성전자 부회장 등 수사 마무리… 최종 발표 임박

•   디지털타임스(P1): 대기업만 신규채용 힘겹게 유지… 하반기는 `암울`

•   디지털타임스(P1): "V자 반등 물건너 갔다"… 경제비관론 확산

•   이데일리(P1): 동학개미 편승해…공매도만 때리는 정치권

•   이데일리: 공매도 논란때마다 '땜질처방'…"평평한 운동장 만들어야"

•   이데일리: "공매도=주가 하락?"…공매도에 대한 세가지 오해

•   이데일리: 한국 개미는 못하는 공매도…해외 개미들은 어떻게 할까

•   이데일리: 코로나 재확산에…빠르게 낮아지는 실적 눈높이

•   연합: 9월 폴더블폰 대전…MS·모토로라·화웨이도 폴더블폰 출시

•   연합: 언론으로 보는 경제 현황…한은, 뉴스심리지수 낸다

•   뉴시스: 방문규 수출입은행장 "석탄화력발전 금융지원, 정부 방침 따를 수 밖에 없다"

•   뉴스핌: 두산, 분당 신사옥에 '두산이 없다?'…이전 예정 계열사 줄줄이 '매각'중

•   뉴스1: 원전산업, 건설에서 해체로…'원전해체연구소' 본격 시동

•   데일리안: 두산 3조 자구안 '순항'…변수는 여전

•   비즈니스포스트: "두산퓨얼셀 주가 상승여력 충분", 연료전지 장기 성장성 갖춰

•   미디어펜: 석탄발전 수출 금지, 신남방정책·두산중공업 정상화 저해

•   시사오늘: [바로세움3차 미스테리②] “두산중공업이 모든 책임을 지겠다”

•   reNews: 55% EU emissions cut ‘achievable by 2030’

•   에너지데일리: “위협받는 국내 재생에너지 부품 산업… 국가 차원 지원 필요하다”

•   Equipment Journal: Volvo CE's different approach to hybrid tech - Equipment Journal

•   Equipment World: Deere Q3 construction equipment sales drop 28%

•   건설경제: ‘서부선 경전철 제안자’ 두산건설, 설계사 섭외 막바지

•   OilPrice.com: Russia Is Winning The Battle For Venezuela’s Oil

•   OilPrice.com: 3 Reasons Why Oil Prices Won’t Rally Anytime Soon

•   OilPrice.com: The World Needs More Nuclear Power To Lower Emissions

•   Verge: Please remain calm while the robot swabs your nose

•   전자신문: 2025년까지 35조 투입…'탄소 중립' 실현 가속

•   전자신문: [그린뉴딜, 우리가 뛴다] 두산중공업-육·해상 풍력발전 대규모 수주 기대

•   전자신문: [그린뉴딜, 우리가 뛴다] SK 디앤디-풍력 1위 기세 신재생에너지 전체로 확대

•   전자신문: [그린뉴딜, 우리가 뛴다] 동서발전-2025년까지 7조원 투자…신재생·수소 원천기술 확보

•   전자신문: [그린뉴딜, 우리가 뛴다]남부발전, 국산 풍력 100기 건설프로젝트 추진

•   전자신문: [그린뉴딜, 우리가 뛴다]중부발전-'KOMIPO 뉴딜'로 녹색전환·탄소중립 지원

•   ZDNet Korea: 기업들, 재택근무 장기화 고민…"이참에 확 바꿔?”

•   디지털데일리: 통신업계에 불어닥친 코로나19, 5G 확대 ‘빨간불’

•   디지털데일리: LG화학 위협하는 中 CATL…테슬라 ‘손잡고’ 니오 합작사 ‘만들고’

•   디지털데일리: 애플, 유럽 일부 매장 코로나19 재유행 탓 폐쇄…국내는?

•   디지털데일리: 반도체 장비업계 "올해보다 내년"…삼성 '평택'·SK '이천' 수주 기대

•   Phone Arena: Apple iPhone production could be moving out of China and into another country

•   Nikkei Asian Review: Abe revisits hospital for results a week after checkup

•   Nikkei Asian Review: South Korea stays in Japan intel pact, focusing on homefront

•   Mainichi: Over 2 mil. people used Japan's travel subsidy campaign in 1st month

•   Japan Times: Japan urged to boost green power to achieve Paris climate goals

•   Japan Times: Pandemic shatters Abenomics, making Japan structural reforms urgent

•   Economic Times: Passenger vehicle sales in free fall

•   Economic Times: Average increments in India fell to 3.6% in 2020, from 8.6% in 2019: Survey

•   Livemint: India’s inflation targeting raises tough questions

•   Hindustan Times: Inflation, monetary policy and growth

•   Folha de S.Paulo: After Five Months, Brazil Finally Expands Covid-19 Testing

•   Jakarta Post: Indonesian tin production to see 11% decline in 2020 due to low demand: ITA

•   Jakarta Post: Economist, epidemiologist slam government over COVID-19 response

•   Viet Nam News: Power companies face hardship in pandemic

•   Viet Nam News: Covid-19 hits remittances to Việt Nam

[Opinions]

•   Project Syndicate(Robert Skidelsky): The Crowding-Out Myth

•   Project Syndicate(Kaushik Basu): The Global Responsibility of Biden and Harris

•   Project Syndicate(Joschka Fischer): The End of Western Opportunism

•   Project Syndicate(Michael J. Boskin): How Does the COVID Recession Compare?

•   Project Syndicate(Sławomir Sierakowski): Lukashenko in His Bunker

•   FT(Gideon Rachman): Democrats cannot rule out Trump victory

•   FT(Robin Wigglesworth): Common sense foundations behind rapid market recovery

•   FT(Robin Wigglesworth): Time for action on America’s Darwinian debt struggle

•   NYT(Paul Krugman): QAnon Is Trump’s Last, Best Chance

•   WP(Robert J. Samuelson): A trillion here and a trillion there — pretty soon, it’s real money!

•   WP(Jim Clark): What Democrats don’t understand about business

•   Bloomberg(Daniel Moss): There's No Winning the Coronavirus Recovery

•   Bloomberg(Brian Chappatta): Are Real Yields a Fake-Out? Basic Math Says Yes

•   Bloomberg(John Authers): Apple's Great at $2 Trillion. Its Stock May Not Be

•   Bloomberg(Chris Bryant): Did Europe Make a Mistake Reopening Its Borders?

•   Bloomberg(Jonathan Bernstein): Trump’s Platform Doesn’t Bother With the Details

•   Bloomberg(James Clark): The Real Danger With $26.5 Trillion of U.S. Debt

•   MarketWatch(Keith Wright): Laying off these key workers is one of the worst decisions companies are making to cope with coronavirus recession

•   MarketWatch(Abraham Thomas): Investors have discarded this common-sense indicator in recent months — and that shows just how out of whack this record-setting stock market is

•   한경(사설): 탈원전에 석탄발전 수출도 금지…발전생태계 고사시킬 건가