Business Intelligence Monitor 200827

(Introduction)

[Markets]

•   Global: Shares scale record peak on upbeat results, dollar eases

※   MSCI’s all-country world index hits all-time high

※   Nasdaq and S&P 500 also hit new highs

※   Salesforce.com drives tech stocks higher

※   Fed chair due to speak at Jackson Hole on Thursday

※   Macro 백업표

※   Industry 백업표

•   US: Facebook Climbs Above $300 for First Time on E-Commerce Bets

•   한국: 코스피, 외국인 순매수 전환에 4일 연속 상승세

•   한국: 두산그룹주 하락 많아, 두산솔루스 3%대 두산밥캣 두산 2%대 밀려

•   Metals: Copper rises towards two-year high as inventories fall, shares gain

•   Grains: U.S. soy futures rise on fresh China sale; wheat firm, corn eases

[Indicators]

•   OECD Q2 GDP: World’s Major Economies Suffer Record 10% Lockdown Slump: Chart

※   OECD: GDP Growth - Second quarter of 2020, OECD

•   US Jul. Durable goods orders: Durable-Goods Orders Rose 11.2% in July

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers spikes 33% annually

•   한국 6월 인구동향: 결혼 줄어 출산 공백 ‘코로나 갭 세대’ 생긴다

•   한국 7월 무역지수 및 교역조건: 7월 수출액 작년 동기비 8.6%↓…5개월 연속 감소

•   한국 8월 주택가격(KB): 서울 아파트 전셋값…사상 첫 5억 넘었다

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Sanctions Chinese Firms and Executives Active in Contested South China Sea

•   WSJ: Hurricane Laura Strengthens to Category 4 as It Approaches Texas and Louisiana Coasts

•   WSJ: U.S.’s Fuel-Making Corridor Prepares for Hurricane Laura

•   WSJ: Moderna Says Covid-19 Vaccine Shows Signs of Working in Older Adults

•   WSJ: Mission Creep at the Fed

•   WSJ: Fed’s George Says It’s Too Early to Say What the Fed’s Next Move Will Be

•   WSJ: Newsletter: Limited Supplies, High Demand

•   WSJ: U.S. Firms in China Say Trump’s WeChat Ban Will Hit Them Where It Hurts

•   WSJ: Ford Rethinks the Office, Betting Work Will Be Partly Remote Longer-Term

•   WSJ: Facebook Says Apple iPhone Update Will Disrupt Advertising

•   NYT: Trump Leverages Powers of Office as He Seeks to Broaden Appeal

•   NYT: Schools Can Reopen, Germany Finds, but Expect a ‘Roller Coaster’

•   NYT: The Lesson We’re Learning From TikTok? It’s All About Our Data

•   WP: Genetic data show how a single superspreading event sent coronavirus across Massachusetts — and the nation

•   FT: U-turns by the dozen: Boris Johnson’s pandemic response

•   FT: WEF postpones Davos 2021 over coronavirus fears

•   FT: EU trade chief resigns after pandemic travel furore

•   FT: Erdogan warns Turkey will ‘never make concessions’ in eastern Mediterranean

•   FT: Pandemic may offset some benefits of negative rates, ECB official warns

•   FT: Jean Castex vows to help French business recover from pandemic

•   FT: Mike Pompeo renews attack on HSBC as bank walks line between US and China

•   FT: Can Scottish independence backers win economic argument?

•   FT: India’s central bank calls for recapitalisation after coronavirus shock

•   FT: Xi Jinping sets stage to resurrect ‘chairman’ title created by Mao

•   FT: Central bankers face virus hit to global economy at crisis forum

•   FT: Lex in-depth: why rescue finance will slow recovery for businesses

•   FT: Low rainfall in US Midwest drives corn prices higher

•   Bloomberg: Musk Wealth Exceeds $100 Billion While Bezos Worth Twice as Much

•   Bloomberg: China Calls for Talks With U.S. on Spat Over Stock Listings

•   Bloomberg: China Increases Key Purchases With U.S. Target Still Far Off

•   Bloomberg: Surging Demand for China Flights Gives Travel Industry New Hope

•   Bloomberg: Fed Seen Holding Rates at Zero for Five Years in New Policy

•   Bloomberg: White House Draws Doubt With Claim of $75 Billion for Poor Areas

•   Bloomberg: Meadows Predicts No Stimulus Deal Until End of September

•   Bloomberg: Argentina Asks for New IMF Plan to Replace $57 Billion Deal

•   Bloomberg: Bolsonaro’s Push for Social Spending Fuels Market Selloff

•   Bloomberg: White House Weighs Airline Job Support in Case Stimulus Fails

•   Bloomberg: Swiss Investors Map Out Futuristic Plan for Cargo Underground

•   Bloomberg: Fed’s Top Inflation Hawk Isn’t Opposed to Overshooting 2% Goal

•   Bloomberg: Vaccine Could Spark Japan Recovery by 2022, Says Takatoshi Ito

•   Bloomberg: Europe Puts Jobs Before Restructuring With Furloughs Extended

•   Bloomberg: South Africa’s Central Bank Expects Economy to Shrink 40.1%

•   Bloomberg: Trump’s Pick for Latin Bank Wants to Counter China Influence

•   Bloomberg: Why a Historic Eviction Wave Is Bearing Down on U.S.: QuickTake

•   Bloomberg: Southeast Asia’s Virus Hotspot Risks Losing in Vaccine Race

•   Bloomberg: Emerging Market Economic Rebound Stalls and Even Falls: Chart

•   Bloomberg: TikTok Faces Government Restrictions on U.K. Expansion Drive

•   Bloomberg: India’s Biggest Bank Plans Coal-Loan Policy Before Key Auctions

•   Reuters: Russia readies for approval of second COVID-19 vaccine: official

•   Reuters: Pfizer says COVID-19 vaccine trial more than 50 percent enrolled

•   Reuters: EU eyes initial COVID-19 vaccination for at least 40% of population

•   Reuters: China central bank injects $29 billion via reverse repos

•   Reuters: How India's Silicon Valley saw its COVID-19 success come undone

•   CNN: This tiny electric car could cost just $10,000 in the US. But there are tradeoffs

•   CNBC: Ex-IMF China head: U.S.- China economic decoupling is 'a long way away'

•   CNBC: Coronavirus concerns fall and Trump approval rises in 2020 swing states

•   CNBC: BHP Group CEO says China experiencing 'pretty solid V-shaped recovery'

•   CNBC: China has to make greater efforts in trade disputes, WTO hopeful says

•   CNBC: Finalists announced for contest aiming to produce sustainable designs

•   CNBC: Investors are ‘running in complete blindness right now,’ economist says

•   SCMP: China could weaponise drug exports to retaliate against US chip restrictions, Beijing adviser says

•   SCMP: Cryptocurrencies help Chinese evade capital and currency controls in moving billions overseas

•   SCMP: Hi-tech hub Shenzhen faces headwinds as it pushes ahead with innovation ambitions

•   매경(P1): 대부업체 경유 주담대도 규제

※   기재부: 제4차 부동산시장 점검 관계부처회의 개최

•   매경: 서울서 제주까지 실거래 이잡듯 뒤진 정부…"부동산 빅브러더"

•   매경: 저축은행 돈줄막아 `우회 주담대` 원천봉쇄

•   매경: 규제법안 통과했지만…매매·전세 사상최고 행진

•   매경(P1): "아시아나 인수땐 1.5조 추가 지원"

•   매경(P1): 공매도 금지 6개월 연장

•   매경(P1): "주식거래세 없애고 장기보유 稅혜택을"

•   매경: "동학개미 활발한 지금이 기회…이중과세 풀어야 증시 바운스백"

•   매경: "양도세 부과 대주주 확대 올 연말 적용 유예해야"

•   매경: 문케어에 바닥난 건보…또 유리지갑 터나

•   매경: 고리1호 해체, 1700억 더쓴다

•   매경: [세종 인사이드] 헉! 다음달 월급 전통시장 상품권으로?

•   매경: "사내유보는 현금 아니다?" 전경련 유튜브 화제

•   매경: SK하이닉스, 지분참여 日반도체사 10월 상장

•   매경: 위기땐 언제나…삼성, 방역치료센터 긴급지원

•   매경: 갤노트20·갤폴드 전략폰 덕에…삼성폰, 3분기 세계1위 되찾나

•   매경: 코로나19 항체 치료제…셀트리온 임상1상 승인

•   한경(P1): 1차 코로나도 버텼던 종각역 식당마저 손님 '0'…자영업 폐업 도미노

•   한경: 경영난 자영업자 고통 커지는데…지원금은 동나

•   한경: 與, 2차 재난지원금 몰아붙이는데…"방역이 우선" 한발 물러선 靑

•   한경: 협동조합·사회적기업 지원법안 쏟아내는 與

•   한경: "최저임금, 임금상승률과 연동해 올려야"

•   한경: 전·월세 전환율 2.5% 시대, 세입자 부담 덜어줄 수 있을까

•   한경TV: LG-SK 배터리 전쟁 장기화 하나…오늘 국내 첫 소송 1심 판결

•   서경(P1): 유동성 장세에···올 IPO 공모 벌써 3조

•   서경: 일반 청약에도 兆단위 증거금..."흥행 최대 변수는 코로나"

•   서경: 공모주 펀드도 석달간 1조 넘게 몰렸다

•   서경(P1): 丁 "호전 안되면 3단계 적용" ··· 與도 "수도권만 한시적으로"

•   서경: 대출 '0원→4.8억원'···시세 KB→감정원 전환만 해도 재산가치 달라지는 데

•   서경: 무디스, 올해 韓 성장률 전망치 -0.8%로 하향 조정

•   서경: 돌아온 '풍력 대장' 유니슨...대주주 바꾸고 대규모 수주까지

•   서경: 코스닥 '매매 전쟁'...하루 거래 17조 사상최대

•   서경: 국내 첫 창문형 태양광발전 개발...SK건설, '친환경''신에네지" 다 잡는다

•   조선(P1): 인천 64·광주 33명 최다 확진… 국회도 폐쇄

•   조선(P1): 이 와중에, 정부·의사 '강대강' 충돌

•   조선(P1): 태양광 50년 돌려도 본전 못뽑는 지자체

•   조선: 집단감염 속출, 경기도까지 병상 부족… 丁총리 "풍전등화"

•   조선: 靑·국회·정부청사·법원… 국가기관도 코로나 비상

•   조선: 테슬라, 전기 제트기도 만들 수 있는 배터리 내놓을까

•   조선: 재계 "코로나보다 무서운 巨與 국회"… 지주사 전환 비용만 30조 더 들어

•   조선비즈: 해상풍력발전 급성장… 대우조선·삼성重 수주 기대감 '솔솔'

•   조선비즈: 대기업들은 재택한다는데… “우리는 조심하자” 눈물의 中企 직원들

•   조선비즈: [단독] 삼성바이오로직스 특혜 논란 상장규정, 결국 바꾼다

•   조선비즈: 27일 금통위 앞두고 양적완화 비판론 소개한 韓銀 싱크탱크

•   중앙: [팩트체크] 김현미 “부동산대책 8월엔 효과”? 대치 은마 22억 신고가

•   동아: “3단계땐 소비봉쇄… 더 버티기 힘들어” 반년 넘는 비상경영에 재계 ‘살얼음판’

•   동아: 소상공인 다시 벼랑 끝… 이태원 먹자골목 절반 넘게 문닫았다

•   동아: 중소기업-소상공인 대출만기 추가 연장

•   한국(P1): [단독] 정부, 부부 공동명의에는 종부세 특별공제 계속 허용 않기로 결론

•   경향: [단독]“한전·삼성물산, 석탄발전 투자 멈춰라”

•   머니투데이(P1): 대출목표 다 채웠는데 신용대출 폭증, 은행들 난감

•   머니투데이: "신용대출에 '꼬리표' 달린 것도 아닌데"…금융당국의 '딜레마'

•   머니투데이: "이참에 신용대출 조절?" 서민만 피해볼 판

•   머니투데이: 3400만원짜리 신용대출이 집값 상승 주범?

•   머니투데이: 석탄발전 수출금지 '자해'…시민단체에 휘둘리는 의원들

•   머니투데이: 현대글로비스, 자율주행 로봇으로 무인 택배 본격화한다

•   헤럴드경제(P1): TSMC “2나노 신공장 건설”…삼성과 격차 벌어진다

•   헤럴드경제: 기업도 ‘빚투’…해외주식 10조 쓸어담아

•   헤럴드경제: LGD, 세계 최초 폴더블 PC 패널 상용화

•   헤럴드경제: ‘두개의 얼굴’ 진짜 LG ‘윙’ 첫 공개…가로본능은 잊어라

•   헤럴드경제: 갤노트20보다 잘나가는 갤탭S7…“최소 한달 기다리세요”

•   헤럴드경제: ‘골든타임’ 잡은 두산, 화룡점정은 언제?

•   아시아경제(P1): 당정, 한국판 뉴딜 20兆 쏟고 임대 19만 가구 확대

•   아시아경제: 3년간 9% 안팎 예산 증액…무너진 국가재정운용계획

•   아시아경제: [단독] 韓銀, 부동산 보유현황별 가계대출 분석한다

•   이데일리(P1): 흔들리는 주택연금‥집값 뛰자 중도해지 급증

•   이데일리: 조선3사 올해 목표 수주액 20% 달성..하반기 '잭팟' 기대

•   연합: CATL 배터리 단 전기차 잇따라 화재…중국 배터리는 아직?

•   연합: 어업인단체 "정부가 해상풍력발전 일방 추진…반대운동 전개"

•   뉴스1: OECD 실질가계소득 통계에 10년 넘게 빠진 한국…한은 "통계 도입중"

•   오마이뉴스: 두산중공업 사무직 이어 생산직도 '부당휴업' 판정

•   reNews: Replacing turbines 'key to Germany's climate goals'

•   에너지경제: 한국판 뉴딜' 달구는 금융지주…'수십조 투입' 효과 거둘까

•   에너지경제: 태풍전 무더위에 전력수요 올여름 최대치…'전력수급 안정'

•   에너지데일리: “중국 전기차 배터리 사용량 마침내 증가세로 전환했다”

•   Construction Equipment: Leasing Business Up in July: ELFA

•   OilPrice.com: U.S. Natural Gas Power Generation Hits Record

•   OilPrice.com: Petrobras Puts More Oilfields Up For Sale

•   MINING.com: Mining Exploration Price Index highest since 2013 – report

•   전자신문(P1): 가격·기술력 무장 '中 TV', 중저가·프리미엄 '싹쓸이 공세'

•   전자신문: 월성 원전 맥스터, 증설 착공 못한 채 '발 동동'

•   헬로티: 협동로봇, 코로나19 방역과 검사 로봇으로 세계 곳곳 활약

•   Inside EVs: Plug-In Electric Car Sales In China Finally Start To Grow Year-Over-Year

•   Hannover Messe News: Green Tech creates Green Business

•   Robotics & Automation News: Nippon Express opens ‘cutting-edge, showroom-style’ logistics facility

•   Robotics Tomorrow: Putting Food Safety First With Robots - Could Robots Lead the Fight Against Contamination in Food Production Lines?

•   Robotics Tomorrow: 5 Ways COVID-19 Could Benefit the Robotics Market

•   Nikkei Asian Review: Extended intelligence pact serves interests of Japan and South Korea

•   Nikkei Asian Review: Japan and UK to sign equal-to-EU trade deal by September

•   Nikkei Asian Review: Japan's smaller companies prove more resilient to COVID-19

•   Nikkei Asian Review: Talks on Asian trade megadeal RCEP resume in COVID shadow

•   Livemint: Economy may contract 3-9% in FY21, says McKinsey

•   Folha de S.Paulo: Even with Covid-19 Still Spreading, Half of Large Cities Resume Normal Movement

•   Jakarta Post: PLN eyes Rp 391t in revenue next year, aims for healthy finances

•   Jakarta Post: Weak state revenue reflects ‘fragile’ economic recovery: Sri Mulyani

[Opinions]

•   Project Syndicate(Andy Sumner): Why All Countries Should Contribute to Ending Global Poverty

•   Project Syndicate(Sigmar Gabriel): The Global Risk of the US Election

•   Project Syndicate(Andrew Sheng, Xiao Geng): Minimizing the Social Cost of COVID-19

•   Project Syndicate(Roland Kupers): How the Pandemic Can Revolutionize Climate Policy

•   FT(Editorial Board): Apple risks losing an epic challenge

•   FT(Edward Luce): Donald Trump’s Orwellian jamboree

•   FT(Martin Sandbu): How the ‘E3’ can help British-EU co-operation overcome Brexit

•   FT(David Gardner): Middle East’s real ‘deal of the decade’ was not Trump’s

•   FT(Leo Lewis): Abe’s biggest win was convincing Japan Inc he would stick around

•   FT(David Cote): Government should stay away from supply chains

•   FT(Ian Goldin): Covid-19 proves globalisation is not dead

•   FT(Jonathan Wheatley): Fundamentals matter again for emerging market investors

•   WSJ(George P. Shultz): China Has Troubles of Its Own

•   NYT(Thomas L. Friedman): To Deal With China, Trump Should Learn German

•   NYT(Thomas B. Edsall): ‘I Fear That We Are Witnessing the End of American Democracy’

•   WP(Michael Morell, Marc Polymeropoulos): The Russians infiltrated Trump’s 2016 campaign. We may never know exactly what happened.

•   WP(Philip Bump): Of course Trump can win

•   WP(Aaron Blake): Takeaways from the Republican National Convention, Night 2

•   Bloomberg(Editorial Board): Fed's Powell to Frame Monetary Policy Rethink at Jackson Hole

•   Bloomberg(John Bolton): Trump Helps Biden by Bringing the Iran Nuclear Deal Back to Life

•   Bloomberg(Tyler Cowen): Inflation in the Covid-19 Pandemic Is Measured by More Than Food Prices

•   Bloomberg(Noah Smith): Fed Yield Curve Control: Here's What Could Go Wrong

•   Bloomberg(John Authers): Record Gold Prices: Real Yields Aren't Really Responsible

•   Bloomberg(Anora Gaudiano): Want to Buy a Home Right Now? You Need a Strategy

•   CNN(Kent Sepkowitz): Rushing a Covid-19 vaccine before we get full data would be an enormous mistake

•   CNN(Christine Romans): Analysis: Trump is rebranding the recession as a success, and it might work

•   MarketWatch(Brett Arends): Investors should be wary of Warren Buffett’s crash warning