Business Intelligence Monitor 200903

(Introduction)

[Markets]

•   Global: Stocks rally on recovery, stimulus hopes; dollar gains

※   Wall Street climbs on defensive share gains

※   ADP falls short of expectations

※   Dollar edges away from two-year lows

•   한국: 코스피, 개인 매수에 이틀째 상승…2,360선 회복

•   한국: 두산그룹주 상승 많아, 두산중공업 5%대 뛰고 두산밥캣 1%대 상승

•   한국: 애플 효과'…LG이노텍 급등

•   Russia: Russian Ruble Plunges After Germany Says Navalny Was Poisoned With Novichok

•   Indonesia: Rupiah falls 1.35% as investors raise concern over BI’s independence

•   Metals: Copper slips on weak U.S. jobs data, firmer dollar

•   Grains: Soybean futures jump as traders say China buys U.S. cargoes

[Indicators]

•   US Jul. Factory orders: U.S. factory orders rise more than expected in July

•   US Aug. Employment:Private payrolls grow by 428,000 but miss expectations, ADP report says

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers is now 28% higher than last year

•   UK Aug. House prices: UK house prices surge to record high

•   한국 2분기 산업별 대출금 잔액: 식당도 공장도 빚내서 월급…석달새 운영자금대출 52조 쑥

•   한국 6월 통화유통속도: 돈, 스톱…6월 통화유통속도 또 사상최저

•   한국 7월 카드승인금액: 반짝 회복했던 카드 소비..한 달 새 사용액 증가세 '뚝'

•   한국 8월 소비자물가: 8월 소비자물가 0.7%↑…코로나·장마에 채소 등 식품가격 급등

•   한국 8월 신용대출: 공모주 `빚투`까지…8월 신용대출 4조 폭증

•   한국 8월 외환보유액: 외환보유액 4190억달러 '사상 최대'… 弱달러에 5개월째 증가

•   Australia Q2 GDP: Covid-19 ends Australia’s 28-year run without a recession

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Debt to Exceed Size of Economy Next Year, a Postwar First

※   CBO: An Update to the Budget Outlook: 2020 to 2030

•   WSJ: Fed Beige Book Finds ‘Modest’ Economic Growth

※   Fed: Beige Book - September 2, 2020

•   WSJ: Trump Administration Asks States to Be Ready for Vaccine by November

•   WSJ: Saudi Aramco Slows Diversification Plans Amid Industry Downturn

•   WSJ: Doing the Math on Third-Quarter GDP

•   WSJ: Covid-19 Deaths Significantly Reduced by Use of Steroids, Analysis Says

•   WSJ: As World Turns Inward, Shinzo Abe’s Japan Has Turned Outward

•   WSJ: How’s the Coronavirus Economy? Great or Awful, Depending on Whom You Ask

•   WSJ: Democrats Aim for Long-Shot Vote to Overturn Trump Payroll-Tax Deferral

•   WSJ: Fed’s Barkin Says Economy Will Need Sustained Support

•   WSJ: Newsletter: More Factory Output, Fewer Factory Workers

•   WSJ: Ford Looks to Trim 1,400 Through U.S. Buyouts

•   WSJ: Robinhood Faces SEC Probe for Not Disclosing Deals With High-Speed Traders

•   NYT: New Covid-19 Outbreaks Test South Korea’s Strategy

•   NYT: This Is Democrats’ Doomsday Scenario for Election Night

•   NYT: Biden and Trump Unveil Dueling Law-and-Order Ads as Both Eye Swing States

•   NYT: The True Colors of America’s Political Spectrum Are Gray and Green

•   NYT: The New Eviction Moratorium: What You Need to Know

•   NYT: ‘That Kept Us Going’: Small Businesses Stay Alive With Local Help

•   NYT: Inflation Is Higher Than the Numbers Say

•   WP: Biden announces record-breaking August fundraising haul of $364.5 million

•   WP: How turnout and swing voters could get Trump or Biden to 270

•   WP: Even the good polling news for Trump isn’t that good

•   FT: Alexei Navalny poisoned with nerve agent novichok, says Germany

•   FT: US puts new restrictions on Chinese diplomats

•   FT: US corporate bond issuance hits $1.919tn in 2020, beating full-year record

•   FT: Europe’s ‘zombie’ recovery will fall behind US, Deutsche Bank warns

•   FT: US farmers in line for record $37bn in handouts this year

•   FT: Bundesbank chief calls for scaling-back of crisis aid

•   FT: Johnson warns UK’s economic health set to worsen

•   FT: Barnier intensifies blame game in deadlocked Brexit talks

•   FT: India bans 118 Chinese apps as Himalayan border tensions surge

•   FT: Greek debt sale ‘bodes well’ for busy eurozone issuance

•   FT: Appetite for electric cars in UK wanes as pandemic squeezes finances

•   FT: Soaring furniture sales disguise Europe’s patchy recovery

•   FT: Investors pounce on Germany’s first green bond sale

•   FT: ‘Vaccine nationalism’ delays WHO’s struggling Covax scheme

•   FT: Trump doubles down on law and order strategy in Kenosha

•   FT: The US and climate: New York’s bold green plans hit opposition

•   FT: Tesla’s biggest independent investor cuts stake in car maker

•   Bloomberg: Ant’s Mega IPO Sets Up Jack Ma to Escalate War With Tencent

•   Bloomberg: Beijing Pushes Its Big Banks to Weakest Health in a Decade

•   Bloomberg: U.S. Will Fund Some WHO Programs Despite Trump’s Withdrawal

•   Bloomberg: One of the World’s Richest Petrostates Is Running Out of Cash

•   Bloomberg: $3 Billion Planned for Next-Generation Hydrogen Power Plants

•   Bloomberg: India Captured Strategic Posts in Stealth Move Against China

•   Bloomberg: Covid-19 Flares in New Hot Spots as Americans Let Their Guard Down

•   Bloomberg: Singapore Can’t Sustain Virus Support Measures Forever, PM Says

•   Bloomberg: Workers Keeping Americans Fed Are Going Hungry in the Heartland

•   Bloomberg: White House Poised to Set Boundaries of WeChat, TikTok Crackdown

•   Bloomberg: Brazil Hands Out So Much Covid Cash That Poverty Nears a Low

•   Bloomberg: Johnson and Sunak Try to Reassure U.K. Tories Over Tax ‘Horror’

•   Bloomberg: Low-Key EU Player’s New Job May Help Sell Mercosur Deal

•   Bloomberg: Downbeat BOE Has ‘Significant’ QE Room Left to Counter Crisis

•   Bloomberg: Brazil’s Campos Neto Warns of Market Wrath If Spending Not Cut

•   Bloomberg: India Plans Extending World’s Biggest Jobs Program to Cities

•   Bloomberg: Merkel’s Party Backs Plan for Extra Deficit Spending Next Year

•   Bloomberg: ECB Must End Emergency Stimulus When Crisis Over, Weidmann Says

•   Bloomberg: Gold Is a Terrible Predictor of Inflation, BOE’s Vlieghe Says

•   Bloomberg: Turkish Inflation Pendulum Swings Higher With Lira at Record Low

•   Bloomberg: Carbon Offsets Market Vulnerable to Manipulation Risk, Standard Chartered Says

•   Bloomberg: South African Utility Eskom Sees Higher Tarffis As Panacea to Financial Woes

•   Bloomberg: Trump Claims China Had Thousands More Virus Deaths Than Reported

•   Reuters: Exclusive: EU draft plan targets free carbon credit cut for most industries

•   CNN: India and China are squaring off in the Himalayas again. How worried should we be?

•   CNBC: Health experts sound the alarm on a possible new coronavirus wave this winter

•   CNBC: Biden is still ahead of Trump in the polls, but the gap is narrowing

•   CNBC: The yuan won’t unseat the dollar soon — but it could grow in prominence if China dominates in tech and trade

•   CNBC: Credit Suisse: China's aging population will benefit healthcare, insurance

•   CNBC: ESG index funds hit $250 billion as US investor role in boom grows

•   Fox Business: New York exodus accelerates amid pandemic as some residents head south

•   Fox Business: Jobs of the future: 10 fastest-growing occupations expected to be in health care, tech

•   SCMP: China to overtake US as world’s top economy in 2032 despite Washington hostilities, state think tank predictsSouth China Morning Post

•   SCMP: CanSino gets Russia’s approval to start Covid-19 vaccine trials on humans after snubbing CanadaSouth China Morning Post

•   SCMP: Booming domestic travel demand during summer holidays proves to be a bright ray of sunshine for China’s aviation sectorSouth China Morning Post

•   Global Times: Huawei could use local chips after US ban

•   매경(P1): 反시장법 벌써 217개…경제 멈춰 세운다

•   매경: "복합몰 강제휴업" "협력이익 나눠라"…아예 경쟁 말라는 국회

•   매경: 한달만 일하면 퇴직금?…누가 채용하겠나

•   매경: 서울대 김대일 교수 `일침` "경직된 고용시장, 코로나위기 기업에 치명타"

•   매경(P1): 서울·수도권 분양 3만가구 내주 공개

•   매경(P1): 카카오게임즈 공모에 59조원 몰려 신기록

•   매경: 공공재개발 용적률 `당근`…인센티브 100% → 120%

•   매경: `돈줄마른 원전` 핵심 R&D예산 대폭축소

•   매경: 서울서 3억미만 전세도 사라져

•   매경: `밑빠진 독 태양광` 에너지公이 수익 보전

•   한경(P1): 나랏빚, 25년 뒤에 GDP 육박…국민연금은 2056년 고갈

※   기재부: 재정혁신과 미래 성장동력 확충을 통해 '60년 국가채무비율 60%대 수준으로 관리

•   한경: "빚더미 앉게 된 한국재정, 일본 전철 밟지 말아야"

•   한경(P1): 자녀 전세금 보태준 것도 단속하나…무차별 정보수집 우려

•   한경: 문 대통령 한마디에 '뚝딱'…부처들 '하명 정책' 속도전

•   한경: "대법원 판례 뒤집혀야 가능한데…이재용 배임 추가는 檢의 모험"

•   한경: 삼성의 탄식…"李부회장 환갑돼야 재판 끝날 판"

•   한경: 삼성 공격한 엘리엇=검찰 논리…9000억 ISD 소송에 영향주나

•   한경: "저출산 쇼크…내년부터 민간소비 뒷걸음"

•   한경: "美도 5G 투자 본격화"…국내 장비株 '부푼 꿈'

•   서경(P1): [단독] '공시가 연동' 전셋값 제한···표준임대료 폭탄도 터지나

•   서경: 정부 '전월세 가격통제' 가시화···"직접 손보겠단 발상이 문제"

•   서경: 집값대책 남발에 임대차 상담까지···일감 많아진 국토부 산하기관

•   서경(P1): 삼성전자, 엔비디아 차세대 GPU 만든다

•   서경: AMD·인텔 물량에 긍정적···삼성, TSMC 추격 탄력

•   서경: 초고령화·非기축통화 영향 간과땐 '재정 재앙' 닥칠수도

•   서경: "삼성 빈틈 노려라"···中 '정부지원' 업고 반·디 파상공세

•   서경: 기업 ‘태양광 전기’ 산 만큼 온실가스 감축 실적 인정

※   산업부: 그린뉴딜 성과창출 위한 재생에너지 제도혁신 추진

•   서경: 지금까지 없던 스마트폰 'LG 윙' 14일 베일 벗는다

•   서경: [단독] 부지 확보 10만·입주자 모집 1만···‘공공지원 민간임대’ 실상

•   조선: 재난지원금, 전국민에 주면 14兆… 4차 추경땐 올해 추경액만 74兆

•   조선: “나랏빚 확 줄인 독일, 적자 늘어나는 일본… 한국은 갈림길에 서”

•   조선: 증세 없다던 文정부 2년새 법인·소득세 20조 더 거둬

•   조선: “때린데 또 때린다”… 고소득 개인사업자 세무조사 늘리고, 부동산세 올리고

•   조선: 비상용으로 쌓는 中企현금에도 세금 때린다

•   조선: 재난지원금 놓고 갈라진 與지도부

•   조선비즈: 두산重도, 빌 게이츠 회사도 뛰어든 소형원전…“더 작고 안전하고 저렴하게”

•   조선비즈: ‘아이폰12’ 8천만대 공급한다는 애플... 中 만리장성 무사히 넘을까

•   IT조선: [단독] SK이노에 단단히 뿔난 LG화학 “수천억대 합의금 제시? 사실 아니다"

•   인베스트조선: 투자 매력 떨어졌나…두산인프라코어 떠나는 기관·외인들

•   중앙: [현장에서] 민주당, 집권 초기엔 나랏빚 증가 막는 법안도 냈는데…

•   중앙: [단독] 배터리 글로벌 1위 굳힌다···LG화학 이르면 연내 분할

•   동아(P1): 신규확진 나흘째 200명대… ‘경로불명’ 25%

•   동아: [단독]국토부 “英-美 정부-지자체 유사기구 운용중” 입법조사처 “감독기구 아냐… 해외사례 없다”

•   문화(P1): 美, 北탄도미사일 겨냥 첫 부처합동 경고

•   문화: “더 버티기 힘들어”… 소상공인·中企 ‘코로나 절벽’

•   한국(P1): [단독] 짐 로저스 "동학개미, 족집게 조언 듣다가 망한다" 경고

•   세계(P1): "힘듭니다. 힘듭니다. 힘듭니다"…'공포의 9월'

•   한겨레(P1): 무섭게 줄어드는 중환자 병상…정부 “이달까지 110개 확보”

•   머니투데이(P1): 여야에 두손든 기재부, '5조' 2차 지원금 조달방안 짠다

•   머니투데이: [단독]렘데시비르 1병당 46만원…중환자 1명당 277만원 든다

•   머니투데이: 韓반도체·디스플레이 R&D집약도 3.8%…"곧 추월당한다"

•   더벨: 원매자 안 보이는 인프라코어…두산은 '여유'

•   헤럴드경제(P1): [기획-이젠 구조조정M&A]‘코로나 임팩트’ …구조조정 딜 판을 키웠다

•   헤럴드경제: 산은 지원사격…두산·대우건설 회사채 발행

•   파이낸셜뉴스(P1): 유동성 역풍…'S공포' 덮친다

•   디지털타임스: "SK이노 특허소송서도 증거인멸"… LG화학, 美ITC에 제재 요청

•   이데일리(P1): "트럼프, 北 움직일 지렛대 없어…당선돼도 북핵 못 풀 것"

•   이데일리: 올해 전국 집값 상승률 1위 '세종'…무려 34% 뛰었다

•   이데일리: [마켓인]두산 3兆 대출 만기 연장…'최대어' 인프라코어 매각은 불투명

•   연합: 작년 세계 원전 설비 5GW 줄어…발전량은 7년 연속 증가

※   WNA: World Nuclear Performance Report 2020

•   뉴시스: 뚝 떨어진 한국 제조업 생산성…"수출 늘어나도 회복 어려워"

※   한국은행: 제조업의 수출과 생산성 간 관계 분석: 사업체 자료 이용

•   뉴스핌: LG화학-SK이노, 배터리 소송에 동박제조사 SK넥실리스 관심…왜?

•   뉴스1: 바다에서 신바람이 분다…해상풍력, 韓중후장대 기업 살릴까

•   이투데이: 두산ㆍ현대, ‘19조’ 산업용 로봇 주도권 확보 총력전

•   뉴스웨이: 정상화 시동 건 두산중공업, 소형원전·신재생 투트랙 간다

•   더구루: 베트남 휩쓰는 'K-건설'…GS건설·두산重·포스코건설 '활약'

•   프라임경제: 두산건설 인력이탈 가속화…매각가 2000억원 수준도 위태

•   아이뉴스24: 서부선 경전철, 사업제안자 두산건설 컨소 M&A 변수 되나

•   Power Engineering: Nuclear industry collaborates to meet cost reduction targets

•   Renewables Now: Goldwind's H1 profit improves as revenue rises 23% y/y

•   에너지경제: 사면초가' 한전, 美 태양광 사업 철수 왜?

•   Equipment Journal: Cat’s 963 Track Loader boosts torque, while reducing fuel consumption

•   For Construction Pros: Uneven Job Growth in Construction and Manufacturing Reflects Chaotic State Coronavirus Policies

•   For Construction Pros: JCB Launches Electric Teletruk

•   For Construction Pros: Mining’s Future Lies in Increased Automation and New Frontiers

•   MINING.com: Robot dog may be the next ‘hit’ tool for miners

•   Verge: Fold, Flip, or Duo: the hows and whys of folding phones

•   전자신문: “원가도 회수 못한 전기요금, 이제는 바꿔야”

•   전자신문: 바다의 '테슬라' 꿈꾼다…국내 첫 '순수전기선박' 10월 출항

•   Phone Arena: World's first 5G smartphone with under-display camera is here

•   Inside EVs: Tesla Battery Day Is Coming: Solid Predictions Of What To Expect

•   Inside EVs: Ford Does Not Want To Have Its Own Battery Factory – For Now

•   Inside EVs: CATL Battery Sales In H1 2020 Decreased By 20%

•   Robotics Tomorrow: Advantages of Vacuum driven Soft Grips for Food Production

•   Robot Report: Robotics investments trends; are Amazon drone deliveries coming?

•   로봇신문: [단독]2021년도 로봇부문 예산 '1944억원'으로 대폭 증가

•   Nikkei Asian Review: China, US and South Korea grapple with a post-Abe Japan

•   Nikkei Asian Review: Suganomics' from A to Z: policies of Japan's PM front-runner

•   Nikkei Asian Review: Japan considers offering free COVID-19 vaccines to all residents

•   Nikkei Asian Review: PM Abe's No. 2 Suga formally announces run for top spot

•   Nikkei Asian Review: China officials run for cover as Xi Jinping prepares another brutal purge

•   Japan Times: Japan's record GDP drop seen even worse than preliminary 27.8%

•   Livemint: RBI looks to tame inflation with a stronger rupee

•   Folha de S.Paulo: Nobody Can Force Anyone to Get a Vaccine, Says Bolsonaro

•   Jakarta Post: Indonesia’s 2021 economic recovery will not be at ‘full power’: Sri Mulyani

•   Jakarta Post: Tax shortfall likely to be worse than expected: Sri Mulyani

•   Jakarta Post: Natural resource exporters in dark over BI forex plan

[Opinions]

•   Project Syndicate(Edoardo Campanella): The Siren Song of Scranton

•   Project Syndicate(Cobus van Staden): Africa’s Gathering Debt Storm

•   FT(Editorial Board): The route to a final post-Brexit trade deal

•   FT(Janan Ganesh): Donald Trump has dragged Joe Biden on to his own turf

•   FT(Leo Lewis): The strange comfort of a five-eyed monster

•   FT(Brooke Masters): Equity bulls spur IPO markets into action

•   FT(Chuka Umunna): Take ESG sceptics’ claims with a lorry load of salt

•   WSJ(Donald L. Luskin): The Failed Experiment of Covid Lockdowns

•   NYT(Jessica Chen Weiss, Ali Wyne): America, Don’t Try to Out-China China

•   WP(Greg Sargent): The latest polling evidence suggests Trump’s convention flopped

•   Bloomberg(Editorial Board): Election 2020: Poll Worker Shortage Could Create a Crisis for Voters

•   Bloomberg(Justin Fox): Talk of New York City Exodus to Suburbs Is Ahead of Reality

•   Bloomberg(Tyler Cowen): Trump Is Winning the Vaccine Debate With Public-Health Experts

•   Bloomberg(Barry Ritholtz): The K-Shaped Recovery Is Real, And It Perfectly Captures the Economy

•   Bloomberg(Stephen L. Carter): The CDC Banned Evictions. Can It Also Decide How We Vote?

•   Bloomberg(Wang Huiyao): U.S. and China Should Seek a Truce in TikTok Fight

•   Bloomberg(Stephen Mihm): 2020 Trump vs. Biden Election: Lessons from Bush vs. Gore 2000