Business Intelligence Monitor 200826

(Introduction)

[Markets]

•   Global: Stocks rise as U.S.-China phone call boosts optimism, euro gains

※   MSCI’s ACWI less than 2 pts from record high

※   Nasdaq, S&P 500 close at new highs

※   Oil prices rise on storm-driven output cuts

※   German consumer confidence data boosts euro

※   Macro 백업표

※   Industry 백업표

•   US: Low rates help propel US homebuilder stocks to record highs

•   한국: 코스피, 사흘째 1%대 상승…외국인 이틀째 '사자'

•   한국: 두산그룹주 다 올라, 두산중공업 3%대 두산인프라코어 2%대 상승

•   Metals: Copper supported by low stocks and weaker dollar

•   Grains: U.S. corn, soybeans rally on crop concerns, China purchases

[Indicators]

•   Global Jun. Trade volumes: Covid Crisis Drives Historic Drop in Global Trade

•   US Jun. Case–Shiller home price index: U.S. Home-Price Growth Held Steady in June

•   US Jul. New home sales: U.S. New-Home Sales Surge to Highest Since December 2006

•   US Aug. Consumer confidence: U.S. Consumer Confidence Hits Six-Year Low on Drag From Pandemic

•   Germany Aug. Ifo business climate index: Germany’s economic rebound buoyed by fresh positive signals

•   한국 7월 기업 직접금융 조달실적: 7월 주식 발행 전월比 75.6% 증가…회사채는 3.4% 줄어

•   한국 8월 전세가격 전망지수: 고공행진 전셋값…앞으로 더 오른다

•   한국 8월 기업경기실사지수: 기업심리, 8월까지 넉달째 개선…"코로나 재확산은 미반영"

•   Indonesia Jul. Fiscal account: Indonesia’s budget deficit swells to $22.4b in July as revenue falls

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: General Atlantic, Sequoia Capital Are Key Drivers in Oracle Bid for TikTok

•   WSJ: New U.S. Covid-19 Cases Remain Below Last Week’s Levels

•   WSJ: Covid-19 Surge in Illinois Is Inflamed by Rural Counties

•   WSJ: Exxon’s Departure From Dow Highlights Market’s Retreat From Energy Bets

•   WSJ: American Airlines to Cut 19,000 Jobs by Oct. 1 When Federal Stimulus Ends

•   WSJ: Before Making Loans, Some Mortgage Lenders Ask, Do You Really Plan to Pay This?

•   WSJ: Fannie, Freddie to Delay Mortgage Refinance Surcharge Until Dec. 1

•   WSJ: Chinese Diplomats Helped Military Scholars Visiting the U.S. Evade FBI Scrutiny, U.S. Says

•   WSJ: RNC 2020: Melania Trump, Mike Pompeo to Make Case for Trump on Night Two

•   WSJ: Senate Democrats Say Fed Should Do More on Climate Change, but See Progress

•   WSJ: Newsletter: China Is Catching Up

•   WSJ: Apple Can’t Block ‘Fortnite’ Creator From Developer Tools, Judge Rules

•   NYT: The Republicans Promised Uplift and Then Tried to Rewrite History

•   NYT: Biden Wants Black Voter Turnout Similar to Obama’s. He’ll Need Black Men.

•   NYT: The Democrats Are United to Fight Trump, but Policy Fights Are Looming

•   NYT: How the U.K. Restarted Its Restaurant Industry: Paying Half the Bill

•   WP: As permanent economic damage piles up, the Covid Crisis is looking more like the Great Recession

•   FT: Blame game begins in Spain as number of Covid cases rises

•   FT: Japan sets its sights on ‘Six Eyes’ intelligence status

•   FT: US homebuilders: through the roof

•   FT: UK retailers report widespread job cuts as shoppers move online

•   FT: US braced for political row over who gets first Covid-19 vaccines

•   FT: Why UK coronavirus deaths are falling even as cases are rising

•   FT: Sterling traders relaxed on Brexit trade risks

•   FT: Covid-19 vaccine makers lobby EU for legal protection

•   FT: Ant Group reveals $2.6bn profit as it files for blockbuster IPO

•   FT: California bets on batteries to ease blackout worries

•   FT: Wirecard: the frantic final months of a fraudulent operation

•   FT: How the Kremlin kept watch on Alexei Navalny

•   FT: Trump battles ‘purple wave’ in bid to win North Carolina again

•   Bloomberg: U.S., China Signal Progress on Trade Deal as Relations Fray

•   Bloomberg: Three-Decade Economic Boom Comes to a Sudden Halt in Vietnam

•   Bloomberg: Global Oil Refining Faces Shake-Up From Asia Petrochemicals Boom

•   Bloomberg: Who Takes Over If Japan’s Prime Minister Abe Decides to Go?

•   Bloomberg: Xi Stresses China Needs Independent Innovation as World Changes

•   Bloomberg: Win or Lose, Trump Is Stamping His Imprint on GOP Over Reagan’s

•   Bloomberg: China’s European Diplomatic Blitz Aims to Blunt U.S. Influence

•   Bloomberg: Many Americans Are Still Weeks Away From Getting Trump's Jobless Aid

•   Bloomberg: Germany Extends Job-Preserving Aid to Underpin Crisis Recovery

•   Bloomberg: Bond Veteran Calls Time on Longer Treasuries as Inflation Looms

•   Bloomberg: The Great Inflation Debate Is Heating Up With Trillions at Stake

•   Bloomberg: Trust and Mistrust Color Trump’s Two-Tone Trade Message on China

•   Bloomberg: Wuhan Beat the Virus. Now It’s Moving on by Shutting Out the World.

•   Bloomberg: Clean Electricity Mini-Grids Can Help World's Poorest Access Energy

•   Bloomberg: Thailand Turns to Faster Road and Rail Spending to Prop Up Economy

•   Bloomberg: Stimulus to Ease Funding Burden for India’s Weakest Firms

•   Reuters: Pandemic pace slows worldwide except for southeast Asia, eastern Mediterranean: WHO

•   Reuters: AstraZeneca starts trial of COVID-19 antibody treatment

•   Reuters: Factbox: AstraZeneca's potential coronavirus vaccine

•   Reuters: Protest at Freeport's Grasberg mine in Indonesia extends to second day

•   Reuters: Exclusive: Fauci says rushing out a vaccine could jeopardize testing of others

•   CNBC: iPhone sales steady while global smartphone sales tank 20% in Q2

※   Gartner: Gartner Says Global Smartphone Sales Declined 20% in Second Quarter of 2020

•   CNBC: New cases of the coronavirus are falling in most of the U.S.

•   CNBC: Apple (AAPL): 5G iPhones and work-from-home trends can drive share price

•   MarketWatch: A ‘powerful force’ will determine what happens next in the stock market, Wharton professor predicts

•   MarketWatch: 5 months into the COVID-19 pandemic, here's how people's spending habits have changed

•   Fox Business: Hurricane Laura poses biggest threat to U.S. oil in 15 years

•   Fox Business: Biden will have to raise middle-class taxes to fund spending 'dreams': Kudlow

•   SCMP: US-China trade war: both sides cling to phase one deal as wider relationship crumbles

•   SCMP: US-China relationship at ‘quite dangerous’ point, former World Bank president Robert Zoellick warns

•   SCMP: China’s ‘American Factory’ laid off more than 2,000 jobs worldwide in first half of 2020 due to weak car market

•   SCMP: How the US uses the dollar payments system to impose sanctions on a global scale

•   SCMP: China ‘stuck’ as rigid controls on capital outflows becoming harder to peel back

•   매경(P1): 1차보다 독한 `2차 팬데믹` 경제쇼크

•   매경: 코로나 2차공습에 자영업 셧다운 공포…기업 실적전망도 `뚝`

•   매경(P1): 내년 예산 550조원 달할 듯…26일 당정협의 9%안팎 증액

•   매경: 코로나 극복·뉴딜·복지…내년에도 `슈퍼예산` 편성

•   매경: [단독] 김태년, 우후죽순 與 부동산입법 `뒷북` 제동

•   매경: 원전수출 막힌 한전…美선 태양광사업 접어

•   매경: SK하이닉스, 낸드사업에 승부 건다

•   매경: 갤S 시리즈에 S펜 탑재?…10년된 갤노트 단종되나

•   매경: 與 "공매도 금지 6개월 연장"

•   한경(P1): "세 차례 추경 부족한 부분 점검하라"…재난지원금 다시 불지핀 문 대통령

•   한경: 윤희숙 "지원금 목표는 구제" vs 이재명 "저소득자 낙인 찍나"

•   한경: "2차 지원금은 선별 지원이 맞다…벼랑끝 자영업자부터 도와야"

•   한경: 與 당권주자 모두 지원금 주자며 이낙연 "차등"…김부겸 "전국민"

•   한경(P1): [단독] "임금인상·코로나 못버텨"…7조 풀고도 '고용 충격' 못 막았다

•   한경(P1): "백신 나와도 코로나 종식 안될 것"…감염병 전문가들의 경고

•   한경(P1): 전기차 年 3만대 만들 수 있는 '니켈 광산' 해외로 넘어갈 판

•   한경: 전기차는 주행거리가 생명…배터리 '니켈 함량' 늘리기 경쟁

•   한경: "3년간 8.7% 인상에 코로나까지"…노사 모두 '건보료율 인상 반대'

•   한경: 홍남기 "고용보험료율 단계적 인상 검토"

•   한경: 철광석값 120弗 돌파, 6년여 만에 최고치…포스코·현대제철 비상

•   한경: 삼성의 야심작…퀄컴보다 3배 빠른 '스마트폰 두뇌' 내년 초 출시

•   서경(P1): 말 뿐인 '비상경제'···기업 숨통 죄는 정부

※   공정위: 공정경제 3법 제·개정안 국무회의 통과

•   서경: 소송리스크 4배 늘고 신사업도 막혀...기업들 "버틸 재간이 없다"

•   서경: "근거도 없이 공약이라며 밀어붙이나" 檢·공정위 동시공격에 기업몰매 우려

•   서경: 삼성·현대차도 금융위에 경영개선계획 낸다

•   서경(P1): [단독] "집값대책 효과" 발표 비웃듯···서울 아파트 56%가 '신고가'

•   서경: [단독] 공급 대책에도 상승 전망 꿋꿋...은마 열흘도 안돼 1.7억↑

•   서경(P1): 수도권 확산 꺾였다지만···12일째 세자릿수 확진

•   서경: "코로나로 올 GDP -67.2조...일자리 67.8만개↓"

※   현대경제연구원: COVID-19 충격의 경제 부문별 영향과 시사점

•   조선(P1): 국민이 뭐라하든… 정부는 "집값 안정"

•   조선: 중앙임상위 "확진자 22일 정점 찍고 꺾여" 질본 "성급한 판단… 전국확산의 폭풍전야"

•   조선: 서울 신규 확진자 45%가 깜깜이 감염… 중환자 병상은 7개 남아

•   조선: 서울 아파트값 MB땐 -3.2%, 朴정부 10.5%·文정부 28.3% 올라

•   조선: 경기도로 번진 전세대란, 20평대 아파트가 8억

•   조선: 삼성전자 개미' 반년새 2.6배 늘었다

•   조선비즈: QD 두고 속 타는 삼성디스플레이, 삼성전자의 선택은

•   IT조선: 테슬라 진짜 친구는 나!…韓·中·日 배터리 혈투 승자는

•   중앙: 파운드리 2위 삼성에 TSMC는 넘사벽?

•   중앙: 은성수 “대주주 요건 3억으로 완화, 증시에 부정적”

•   동아(P1): 초중고 전면 원격수업, 사실상 ‘3단계’ 조치

•   동아(P1): 26일 태풍 강타… 열차도 전복시킬 역대급 강풍

•   동아(P1): 김현미 “30대가 집 ‘영끌’ 매입, 안타깝다”

•   동아: “24兆 폐기물 처리 시장 잡아라”… 건설사-사모펀드 M&A 경쟁

•   동아: “국내 최초 주차로봇입니다”

•   문화(P1): 통합당 “임대차보호법 개정해야”

•   문화: 최재형 “월성1호기 감사, 결론 내놓고 하는 건 있을 수 없어”

•   문화: 도시재생법 개정안 국무회의 통과… 낙후도심 개발 탄력

•   문화: 회계사들 “코로나 여파 계속… 하반기도 경제 부진할 것”

•   문화: “최근 코로나 재확산 조짐… 경기회복 동력 약화 우려”

•   한국(P1): "거리가 텅텅" 숨죽인 서울…도심이 비어가고 있다

•   한겨레: 바람섬 풍력발전기 4일에 1번꼴 선 이유

•   경향(P1): 노벨 경제학상 폴 크루그먼 “코로나 대책, 실업자 지원이 우선”

•   머니투데이(P1): AI반도체 전쟁…'팀코리아' 나섰다

•   머니투데이: 막막한 자영업자…"이제 빚내기도 어려워"

•   머니투데이: 부동산 감독원' 법제정 연내완료..홍남기-김현미 '엇박자'

•   머니투데이: 3개월 하락한 환율, 코로나19 재유행으로 급등할까

•   머니투데이: 인도 "中 화웨이 OUT"…반중정서 수혜자는 삼성?

•   헤럴드경제(P1): 금융 ‘P2P’ 무더기 퇴출 초읽기

•   헤럴드경제: 3단계 격상 임박…반도체·철강·정유 사업장 방역 ‘초긴장’

•   헤럴드경제: “집값 10억 넘으면 뭐해요?…소득은 서민인데 세금만 부자네”

•   파이낸셜뉴스(P1): 혼란만 키운 집값 통계, 표본 늘려 오류 줄인다

•   파이낸셜뉴스: 빌딩·오피스텔까지 덮친 부동산 광풍… 수도권 거래 쏠렸다 [전방위로 커지는 풍선효과]

•   파이낸셜뉴스: 경기남부·인천에 58만가구 공급.. 집값 '풍선효과 논란' 잠재울까

•   파이낸셜뉴스: 대세가 된 ‘연료비 연동제’… 전기요금 개편으로 이어지나 [전환기 맞는 에너지 공기업]

•   파이낸셜뉴스: SK·롯데그룹 등 내달 우량 회사채 3조원 쏟아진다

•   아시아경제(P1): 반도체·OLED·폰'…IT에 다시 '코로나 먹구름'

•   아시아경제: 3분기 기업실적, 2분기 같은 서프라이즈는 물 건너갔다

•   아시아경제: 김 대리, 커피 사러가? 로봇한테 배달 시켜

•   디지털타임스(P1): 뉴노멀시대 `무역戰` 새 전략 짜라

•   디지털타임스: "脫원전탓 적자" 지적에… 與·한전 "가동률 하락 때문"

•   이데일리(P1): 이재용 기소 전제로?…보완 조사한다며 전문가들 압박한 檢

•   이데일리: 수조원 빚내 추경해 놓고 21개 정부 사업 한푼도 안썼다

•   이데일리: 고소득자 세 부담 11조 늘린다…‘동학개미’ 8조 감세 추진

•   이데일리: ‘코로나19에 긴 장마 탓’…원전 40기 규모 전력 '개점휴업'

•   이데일리: 매년 반복되는 국가 재무제표 오류…"감사원이 의견 표명해야"

•   이데일리: 숨 고르기' 전자부품, 올 하반기 실적 개선 가능할까

•   연합인포맥스: 두산 모트롤BG 노조 "모건스탠리PE에 매각 반대…고용불안 우려"

•   뉴스핌: 이동걸 산은 회장 연임 유력, 본인 결단만 남아

•   뉴스1: 삼척 7개 환경·시민단체 석탄발전소 건설 즉각중단 촉구

•   뉴스1: 석탄발전 줄이는 '환경급전' 도입 철회?…산업장관 "협의 중"

•   뉴스토마토: 코로나 충격에 빚내는 상장사들, 잇달아 단기차입

•   KBS: ‘기후악당’ 해외 석탄발전 투자 금지? 업계는 억울하다는데…

•   이투데이: 두산밥캣, 3분기 실적 반등 청신호…美 소형건설기계 판매량 30%↑

•   비즈니스포스트: [채널Who] ‘쿠오 바디스 두산’, 박정원 신재생에너지 변신 또 성공할까

•   글로벌이코노믹: 두산퓨얼셀 연료전지 시장 내 독보적 위치 차지

•   아시아투데이: ‘월성 셧다운’ 면한 한수원, 해체 앞둔 고리원전 등도 난관

•   더구루: 머쓱한 '성윤모 팀코리아'…체코 총리 "중·러 배제 국익 도움 안돼"

•   더구루: 무디스, 두산밥캣 신용등급 정기평가 마무리

•   아시아뉴스통신: [단독] 두산건설, '입주민들 하자 민원 속출' 이번엔 상가서 '곰팡이' 발생 "새 건물인데…"

•   WNN: Nuclear generation in 2019 close to record high : Nuclear Policies - World Nuclear News

•   reNews: Onshore repowering ‘key to UK achieving net zero’

•   reNews: Green hydrogen costs ‘set to fall by 64% by 2040’

※   Wood Mackenzie: Green hydrogen costs to fall by up to 64% by 2040

•   Renewables Now: Cost of new UK renewable power to be much lower than previously forecast - BEIS

•   에너지경제: ‘수소 연료보조금 제도’ 신설 법 개정안 발의

•   에너지데일리: “연이은 화재사고로 ESS 예산 쓰지도 못했다”

•   OilPrice.com: Is Argentina’s Shale Too Expensive To Drill?

•   OilPrice.com: IHS: Oil Demand Growth Will Taper Off

•   OilPrice.com: The Biggest Oil Discovery Of The Year Could Happen Here

•   CNET: As Tesla Battery Day approaches, Elon Musk hints at major capacity increases

•   MIT News: Uncertainty, belief, and economic outcomes

•   전자신문: 車 부품업계, 상위 100개사 중 55개사 적자...“외환위기 이후 최대 위기”

•   전자신문: 언택트' 수혜 본 삼성SDI 전자재료…하반기 OLED로 성장 이어간다

•   디지털데일리: 삼성 파운드리 “나의 길을 간다”…점유율보다 매출·고객사 주목

•   Phone Arena: Tipster explains why the Samsung Galaxy Note line is not going away anytime soon

•   Phone Arena: This is what the 2020 iPhone lineup could look like after iPhone 12 debut

•   Phone Arena: What to expect from IFA 2020: All expected announcements and phone launches

•   Inside EVs: U.S. EV Adoption Needs 319-Mile Range, $36,000 Price, 30-Minute Charging

•   Robotics Tomorrow: What Jobs Have Robots Created?

•   Nikkei Asian Review: Abe faces reporters Friday as questions abound over health

•   Nikkei Asian Review: Toshiba spinoff Kioxia set for October IPO in Japan's biggest of year

•   Nikkei Asian Review: Honda to shift some UK auto production to Japan

•   Nikkei Asian Review: Japan debt rating would be harmed by consumption tax cut: Fitch

•   Nikkei Asian Review: Travel bug: Why tourism in Asia will never be the same

•   Japan Times: Japan eyes 'energy forests' for biomass power generation

•   Japan Times: Japan and U.K. may hold ministerial talks Friday

•   Japan Times: European, U.S. funds stepping up 'Japan buying' amid coronavirus crisis

•   Livemint: Moody’s sees hurdles in India’s growth path

•   Livemint: Monsoon 24% above average in August, heavy rain to continue: IMD

•   Livemint: RBI expects inflation to firm up further in coming months

※   RBI: Annual Report for the year 2019-20

•   Livemint: Infrastructure spending can help spur economic activity: KPMG

•   Livemint: RBI to conduct another tranche of Operation Twist over next 2 weeks

•   Livemint: RBI balance sheet up 30% year on year

•   Business Standard: India is key for global access to a coronavirus vaccine - here's why

•   Folha de S.Paulo: Brazil Has 679 New Covid-19 Deaths; Total Deaths Is 115,451

•   Jakarta Post: 75 years of Indonesian trade: The struggle to diversify exports, cut imports

•   Jakarta Post: Jokowi banks on investment to drive economy in Q3

•   Jakarta Post: Explainer: Delay, exiting operator, what is happening to Indonesia’s strategic gas projects?

[Opinions]

•   Project Syndicate(Andrés Velasco): Are We All Keynesians Again?

•   Project Syndicate(Nina L. Khrushcheva): Belarus Is Putin’s to Lose

•   Project Syndicate(Stephen S. Roach): America’s Coming Double Dip

•   Project Syndicate(Eswar Prasad): China’s Digital Currency Will Rise but Not Rule

•   FT(Editorial Board): How to build on Britain’s economic recovery

•   FT(Henny Sender): China’s tech giants grapple with threats at home and abroad

•   FT(Katie Martin): Fearful consumers power an uneven rally

•   FT(Siddharth Venkataramakrishnan): The real fake news about Covid-19

•   FT(Zhou Bo): The risk of China-US military conflict is worryingly high

•   FT(Robin Harding): Leave public debt worries for another day

•   FT(Michael Pettis): The problems with China’s “Dual Circulation” economic model

•   FT(Lex): Coronavirus/antibody treatments: rapid response

•   FT(Lex): Huawei/India: network ill effect

•   WSJ(William A. Galston): Trump’s Unlikely Path to Victory

•   WSJ(Mark Dubowitz, Richard Goldberg): How the U.S. Can Finally Cut Off Tehran’s Financial Oxygen

•   NYT(Bret Stephens): Biden’s Loose Lips Could Sink His Chances

•   NYT(Emma Ashford): Biden Wants to Return to a ‘Normal’ Foreign Policy. That’s the Problem.

•   WP(Editorial Board): There’s a chance for positive change in the Middle East. Trump shouldn’t stand in the way.

•   WP(David Von Drehle): Sorry, Democrats. Trump’s convention is working.

•   WP(Josh Rogin): The Republican National Convention highlights political abuse of the China challenge

•   WP(Greg Sargent): A new Democratic fear: Attacks on mail voting could help GOP hold Senate

•   WP(Greg Sargent): Biden’s strategy against Trump’s attacks: Don’t take the bait

•   Bloomberg(Noah Smith): How to End America's Loneliness Epidemic

•   Bloomberg(John Authers): K-Shaped Stocks Recovery Has Fangs That May Bite Investors

•   Bloomberg(Julian Lee): Saudi Aramco Wants to Be More Like Exxon and Shell

•   Bloomberg(Jonathan Bernstein): Republican Convention Offers a Mix of Normal and Ugly

•   CNN(Philip Baggaley): Opinion: The pandemic's financial impact on airlines will be worse than the 9/11 attacks

•   MarketWatch(Mark Hulbert): Insiders are now unloading stocks — here’s why you shouldn’t see this as a sell signal for this market

•   MarketWatch(Rex Nutting): President Trump, running for re-election, is faking it on the economy and the pandemic

•   MarketWatch(Jared Dillian): Destructive inflation will be the price we pay for free money in the economy

•   매경(온기운): UAE 원전가동 정부는 기뻐할까

•   한경(성수영): 장마로 드러난 태양광의 '취약성'