Business Intelligence Monitor 200901

(Introduction)

[Markets]

•   Global: Stocks dip but clinch fifth month of gains; dollar soft

※   World stocks pull back from record

※   S&P posts best August since 1986

※   Dollar hits two-year trough as Fed commits to easy policy

•   한국: 코스피, 외국인 1.6조원 역대최대 '팔자'에 1%대 하락

•   한국: 두산그룹주 상승 많아, 두산중공업 23%대 두산 7%대 뛰어

•   Metals: Shanghai copper posts longest monthly winning streak in 11 years

•   Grains: Soybean futures hit two-year high as dryness threatens U.S. crops

•   DRAM: 8월 D램값 하락 멈춰…낸드는 0.91% 하락

[Indicators]

•   Global Jul. EV sales: Global Plug-In Electric Car Sales July 2020: The Market Takes Off

•   Europe Jul. EV sales: Europe: Plug-In Electric Car Sales More Than Tripled In July 2020

•   Germany Aug. CPI: European Prices Are Sliding as Economy Fights for Virus Recovery

•   China Aug. PMI: China’s Economic Recovery Continues on Strong Services

•   한국 7월 산업활동동향: 재확산 이전인 7월에 이미 소비 회복세 꺾여…"8월 불확실성↑"

•   한국 상반기 직종별 사업체 노동력: 국내 기업 2~3분기 채용 계획 11년 만에 최저

•   한국 7월 사업체 노동력: 코로나 실업쇼크 상용직 덮쳤다

※   건설경제신문: 건설업 종사자, 코로나 본격화 이후 첫 감소

•   한국 8월 전월세 거래: 서울 전·월세 거래량 '반토막'

•   Japan Jun. Industrial production: Japan industrial output rises for second month in recovery sign

•   Japan Aug. Consumer confidence: Japan's Aug. consumer confidence down for 1st time in 4 months

•   India Q2 GDP: India Posts Worst GDP Slump of Major Economies as Virus Spikes

•   India Jul. Fiscal account: India's fiscal deficit crosses full-year budgeted target in four months

•   Turkey Q2 GDP: Turkish Economy Weakens, Posing Challenge for Erdogan

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Surpasses Six Million Reported Covid-19 Cases

•   WSJ: Individual-Investor Boom Reshapes U.S. Stock Market

•   WSJ: How Trump Sowed Covid Supply Chaos. ‘Try Getting It Yourselves.’

•   WSJ: Top Fed Official Says New Framework Provides More Humble Approach to Setting Rates

•   WSJ: Newsletter: From Furloughed to Fired

•   WSJ: Covid-19 Vaccines: What’s Coming and When?

•   WSJ: American, Delta End Domestic Change Fees

•   NYT: Trump’s Tariffs? Coronavirus? China’s Exports Are Surging Anyway

•   NYT: As Japan’s Abe Leaves, ‘Abenomics’ Will Remain, for Good or Ill

•   WP: Biden calls Trump ‘a toxic presence’ who is encouraging violence in America

•   WP: New Trump coronavirus adviser Scott Atlas pushes controversial 'herd immunity' strategy

•   WP: Boosting early immune defenses called interferons might be a way to fight covid-19, experts say

•   FT: Domestic demand drives China's post-pandemic recovery

•   FT: India accuses China of ‘provocative’ moves on Himalayan border

•   FT: Early vaccine approval is biggest test yet for FDA chief

•   FT: Hammond warns of return to ‘70s misery’ if post-Brexit state aid not controlled

•   FT: Trump ban on Chinese drone parts risks worsening wildfires

•   FT: Global economy unlikely to benefit from falling dollar

•   FT: India’s central bank governor earns respect of sceptics

•   FT: Fading dollar gives US stocks a further boost

•   FT: Pandemic sends real yields on corporate debt into negative territory

•   FT: Chile seeks to turn solar boom into green hydrogen bonanza

•   FT: Siemens Energy chief defends reliance on fossil fuel contracts

•   FT: Berlin virus protests show far-right seizing on restrictions fatigue

•   FT: Warren Buffett makes $6bn bet on Japanese trading houses

•   Bloomberg: Ford to Cut 1,000 North America Salaried Jobs Amid Overhaul

•   Bloomberg: India Is Becoming the World’s New Virus Epicenter

•   Bloomberg: China Throws a Wrench Into Trump’s Plan to Force TikTok Sale

•   Bloomberg: AstraZeneca Starts U.S. Final-Stage Trial of Covid-19 Vaccine

•   Bloomberg: The Gas Industry’s Survival Plan: Make Fuel From Cow Poop

•   Bloomberg: Fed Study Shows Low-Income Pandemic Job Losses Skew Wage Growth

•   Bloomberg: Argentina Says 99% of Sovereign Debt Restructured in Swap

•   Bloomberg: China’s Chip Executives Worry They’re Next on U.S. Hit List

•   Bloomberg: Power Companies Are Slowing Down Clean Energy Transition

•   Bloomberg: Indonesian Firms Demand More Loans to Buy Pandemic-Hit Assets

•   Bloomberg: Pompeo Sees Arms Control Deal With Russia by the End of the Year

•   Reuters: Scientists see downsides to top COVID-19 vaccines from Russia, China

•   CNN: The nesting economy is booming as Americans continue to cozy up on their couches and work from home.

•   CNBC: Coronavirus: WHO warns that 'no country can just pretend the pandemic is over'

•   CNBC: Profit declines for China's big banks in first half of 2020 due to bad loans during coronavirus

•   CNBC: TikTok sale: ByteDance says it will abide by amended China export rules

•   CNBC: TikTok deal to sell U.S. business could come as soon as Tuesday

•   MarketWatch: Trump re-election momentum could shock investors betting on Biden win

•   Fox Business: 6 states paying residents Trump’s additional unemployment aid

•   SCMP: Vietnam dodged the coronavirus bullet, so why is its economy so unhealthy?

•   SCMP: US sanctions on China’s Huawei spell trouble for Shenzhen economy

•   SCMP: US moves bolstering Taiwan are meant to ‘restore balance’, US diplomat David Stilwell says

•   SCMP: China doubles down on Australia trade dispute with new joint probe into wine subsidies and dumping claims

•   SCMP: US sanctions over South China Sea will not affect blacklisted Chinese construction giant CCCC, company says

•   SCMP: China must reform financial markets to ward off any US financial sanctions, think tank urges

•   매경(P1): 언택트시대…해커, 당신의 PC 노린다

•   매경(P1): 외식·골목상권 패닉…온라인엔 주문 폭주

•   매경(P1): [단독] 우리사주 미청약 물량, 개인에 준다

•   매경: `거리두기 2단계` 효과 나타나나…441명 정점 찍고 나흘연속 감소

•   매경: "코로나 무서워 아무도 안와"…백화점매출 2주새 40%↓

•   매경: 삼성·TSMC, `반도체 첨단 패키징` 격돌

•   한경(P1): 中企 보호한다며 대기업 막자 중국만 신났다…드러난 민낯

•   한경: 대기업 처벌 더 세졌다…시장진출 막는 '3종 규제'

•   한경: 리쇼어링 지원, 中企에 집중…대기업 '빈손 유턴'

•   한경(P1): 정은경의 간절한 호소 "2단계 효과 있었다…이번주만 버텨달라"

•   한경: 똘똘한 한 채'는 불패…개포지구 84㎡ 30억 찍었다

•   한경: "30대, 영끌 대신 분양 기다리라"는 김현미

•   한경: 공정위 압박에…총수 일가 지분율 낮아져

※   공정위: 2020년 공시대상기업집단 주식소유현황 정보공개

•   한경: 한은 "코로나 충격으로 총근로시간 4.6% 줄어"

※   한국은행: 코로나19의 노동시장 수요·공급 충격 측정 및 평가

•   한경: 코로나 재확산에…2차 고용대란 '폭풍전야'

•   한경: 코로나 사태로 기업대출 증가…은행 BIS 비율, 3분기 연속↓

•   한경: 국내선 '재 뿌려진' ESS…해외선 '불꽃 수주'

•   서경(P1): 새벽배송 마비...코로나發 물류대란 오나

•   서경(P1): 삼성, 트리플 리스크에 빠지다

•   서경: 엔비디아 등 공격투자 나서는데...삼성은 검찰·국회에 발목

•   서경: 전경련 "상법·공정거래법 통과땐 일자리 23만개 사라질 것"

•   서경: 삼성생명 보유한 전자 지분 23조 팔면...그룹 지배구조 흔들·법인세만 5조 낼판

•   서경(P1): 당정, 특단의 민생대책 나온다

•   서경: 이낙연 "대책내용, A4로 4~5장 된다" 추석 대규모 지원 예고

•   서경: 5% 상한' 예외라 해놓고 "안된다"...'특별법'보다 센 막강 '임대차법'

•   서경: “큰 정부로 바뀌는 韓, 경제 자율성은 하락 중”

•   서경: 5대 금융 '한국판 뉴딜' 지원군으로 뜬다

•   서경: 삼성·LG, IFA서 프로젝터 맞대결···현대차도 미래차 첫선

•   조선: “60세 이상 코로나 치사율, 운전하다 죽을 확률의 50배”

•   조선: 중환자 79명으로 급증... 光州·대전·강원 수용 병상 없어

•   조선: 식당들 “밤 9시 이후 영업말라? 나가달라고 할 손님도 없다”

•   조선비즈: 김현미 입장번복..."대출규제에 감정원 시세 적용, 신중해야"

•   중앙: “소음 스트레스” “일자리 창출” 풍력발전에 두쪽 난 마을

•   중앙: 대안으로 떠오른 해상풍력…파도소리가 소음 잡고 서식 어종 늘어

•   중앙: 세종시도 집값 15억, 실수요자 울린 ‘천도론’

•   문화: 올해 부도업체 160곳·어음 7883억…한은, 中企대출지원 한도 80% 소진

•   문화: 中 사재기에 원자재값 급등… 철강업계 ‘가격 리스크’ 심각

•   국민(P1): 추가 세부담 없다더니… 서울 1주택자도 보유세 오른다

•   서울(P1): “차라리 셧다운이 낫겠어요” 자영업자의 절규

•   서울(P1): [단독] 독감 환자 많은 곳에 코로나 환자도 많다

•   한겨레(P1): 주담대 막히자…전세·신용 등 ‘우회대출’ 작년보다 30조 늘어

•   머니투데이(P1): 경제학자 넷 중 셋 "정부 정책이 집값 상승 부채질"

•   헤럴드경제: “매수·매도 눈치싸움에 매매·전월세 거래 실종…10월 분기점”

•   헤럴드경제: 반전세 계약 ‘14%’…올 최고치 찍었다

•   파이낸셜뉴스(P1): 반짝 떴다 사라지는 정책...금융 망치는 '관치'

•   파이낸셜뉴스(P1): "재벌 금융사 정리할 때" VS. "이중규제 반발 부를 것" [여·야 지상 격돌 공정경제 3법]

•   이데일리(P1): "전국민 재난지원금 책임없는 발언"…이재명에 각 세운 홍남기

•   이데일리(P1): "코로나로 경기 꼬꾸라지는데"…국회, 기업 옥죄기법 남발

•   이데일리: 한달 퇴직금법 등 反기업 입법에 시름하는 기업들

•   이데일리: 국회로 간 공정경제3법…"야당과 합의" 강경모드서 한발 물러선 與

•   이데일리: 경영계 요구 묵살하는 정부·여당에 기업들 망연자실

•   연합: 공기업 해외석탄발전 원칙 정한다…한전 베트남 붕앙2사업은?

•   이투데이: “삼성물산, 한전 추진 베트남 석탄발전소 투자 검토 중단 압박 받아”

•   더구루: 체코, 두코바니 원전 전문가 양성…"건설 인력 5000여명 필요"

•   머니S: [CEO인앤아웃] 박용만 “균형을 유지하는 사람이 리더가 되는 것”

•   reNews: Renewables set power generation records in first half of 2020

•   에너지경제: 차세대 태양전지 개발 활발…붙이고 바르는 것까지 선봬

•   투데이에너지: 서부발전, 문경시 연료전지 구축 참여

•   전기신문: LG화학, 연내 배터리 100GW 추가 증설

•   Equipment Journal: Canada’s first Bobcat dealership acquired by Oaken Holdings

•   Construction Equipment: Bobcat Names New Dealer in Zanesville, Ohio

•   전자신문: 삼성전자, '폴더블 유리' 자체 개발 본격화…코닝과 손잡았다

•   ZDNet Korea: 갤럭시Z폴드2, 전작과 무엇이 달라질까

•   디지털데일리: [DD퇴근길] 더 싼 제품 선호…삼성, 동남아 스마트폰 1위 中에 내줘

•   디지털데일리: ‘엎친데 덮친격’…SK이노베이션, 美 배터리 공장 구축 차질

•   Robotics & Automation News: Investment in agricultural automation increases as farmers look to offset labor shortages

•   Robotics & Automation News: Walmart’s doubling of online sales to boost warehouse robotics sector

•   Robotics Tomorrow: Year-to-Date Numbers Show Decline in Robotics (18%), Machine Vision (8%), and Motion Control (6%) Orders Compared to 2019

•   Robot Report: Mobile robots benefit from pandemic demand, but no universal solution, says study

•   Dronelife: Amazon Delivery Drones: FAA OK’s Prime Air Fleet

•   Nikkei Asian Review: Abe lieutenant Suga and rival Ishiba enter Japan PM race

•   Nikkei Asian Review: Abe's silent nod opened floodgates of support for longtime aide

•   Mainichi: Japan's Kubota opens 1st overseas test farm in Thailand

•   Economic Times: RBI governor rules out stagflation, expects consumer inflation to moderate

•   Livemint: Covid-19 surge not so worrying if serious cases, deaths are low: Experts

•   Business Standard: See rupee trading in the range of 72.50 to 74.50 in the short term'

•   Folha de S.Paulo: With 15,151 New Infections, Brazil Has More than 3.86 Million Cases of Covid-19

•   Moscow Times: Russia Upgrades Economic Outlook on Strong Data

•   Moscow Times: Russia’s Gazprom Reports Massive Profit Slump in First Half

•   Jakarta Post: Retailers rethink expansion plans, focus on digitalization

•   Myanmar Times: Govt targets 6% GDP growth in 2020-21

[Opinions]

•   Project Syndicate(Ian Goldin, Robert Muggah): The COVID City

•   Project Syndicate(Yanis Varoufakis): The Post-Capitalist Hit of the Summer

•   Project Syndicate(Michael Spence): Winners and Losers of the Pandemic Economy

•   Project Syndicate(Simon Johnson): Realizing America’s Anti-COVID Potential

•   Project Syndicate(Willem H. Buiter): The Fed’s Dangerous New Strategy

•   FT(Editorial Board): EU needs a tougher response to Belarus

•   FT(Gideon Rachman): Shinzo Abe and his struggle with Xi Jinping

•   FT(Martin Sandbu): ECB must follow the Fed’s embrace of a second mandate

•   FT(Anantha Nageswaran): Only a shift in labour’s bargaining power can light up US inflation

•   NYT(Paul Krugman): Trump Had One Good Response to Covid-19. His Party Killed It.

•   NYT(Harold Varmus, Rajiv Shah): Ignore the C.D.C. and Expand Testing

•   WP(Paul Waldman): Trump’s strategy: If you feel uneasy enough, you’ll turn to the strongman

•   Bloomberg(Editorial Board): Japan's Shinzo Abe Should Have Been an Even Bolder Prime Minister

•   Bloomberg(Daniel Moss): Fed's Shift on Inflation Gives Asian Central Banks Room to Run Hot

•   Bloomberg(Conor Sen): Consumer Spending Will Shift Abruptly When the Pandemic Ends

•   Bloomberg(Noah Smith): The Pros and Cons of Being a Landlord

•   Bloomberg(Mihir Sharma): India Should Strike Trade Deal With U.S. Before Election

•   Bloomberg(Tim Culpan): China Calls Trump's Bluff on TikTok, Putting U.S. Deal at Risk

•   Bloomberg(Paul Podolsky): Negative Real Rates Aren't Reversing Anytime Soon

•   Bloomberg(Seth J. Frantzman): The Deal With UAE Caps a New Phase of Israeli Diplomacy

•   CNN(Jay Zagorsky): Opinion: What Congress got wrong about calculating the unemployment insurance benefit

•   MarketWatch(Mark Hulbert): The stock market is on a tear, but now comes September, the worst month of the year

•   MarketWatch(Peter Morici): TikTok, WeChat highlight broader high-tech antitrust issues

•   Nikkei Asian Review(Masaharu Tateno): Japan's PM to exit as Abenomics fizzles with goals unmet