Business Intelligence Monitor 200904

(Introduction)

[Markets]

•   Global: Techs lead stock sell-off, dollar edges up

※   Stocks fall on tech sell-off

※   Dollar adds to gains, euro retreats to $1.18

※   U.S. initial jobless claims rise less than expected

•   US: Dow futures drop more than 150 points as Wall Street braces for more tech losses

•   한국: 코스피, 외인 매수에 사흘째 오름세…2,390대로 상승

•   한국: 두산그룹주 상승 많아, 두산퓨얼셀 4%대 두산솔루스 3%대 올라

•   한국: 두산重, 해상풍력 등 호재 주가상승.. BW워런트도 나흘새 3배 이상 급등

•   한국: D램가격 바닥 찍었나…반도체株, 모처럼 동반 급등

•   Metals: Copper drops on profit-taking, improved mine output

•   Iron ore: China factory, building boom sends iron ore price to 6-year high

•   Grains: Soybean futures top two-year peak on increased Chinese demand

•   DRAM: 반도체 값 바닥쳤다? 글쎄, 아직은…

[Indicators]

•   US Jul. Balance of trade: U.S. Trade Deficit Widest Since 2008 in July as Imports Outpaced Exports

•   US Weekly Jobless claims: Jobless Claims Fell Last Week, Showing Slowly Improving Labor Market

•   Eurozone Jul. Retail sales: Eurozone retail sales run out of steam as north-south split emerges

•   China Aug. Service PMI: China's services sector sustains recovery as hiring picks up: Caixin PMI

•   한국 주간 아파트 가격(감정원): [아파트 시황] 서울 아파트값 주춤…은평·중랑은 상승세

•   India Aug. Service PMI: At 41.8, services PMI continues to show contraction for 6th month in Aug

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Officials Call for Caution Before Holiday Weekend as Coronavirus Infections Inch Lower

•   WSJ: The Economy Is Limping, but Wall Street Is Booming

•   WSJ: Derby’s Take: Fed Officials Praise New Approach to Inflation Target

•   WSJ: Oversupply of Easy Money Sends European Borrowing Rates to Record Low

•   WSJ: Newsletter: Soaring Debt, Big Layoffs and a Booming Stock Market

•   WSJ: GM, Honda Deepen Ties, Plan Joint Vehicle Development

•   NYT: Justice Dept. Plans to File Antitrust Charges Against Google in Coming Weeks

•   NYT: Its Electric Grid Under Strain, California Turns to Batteries

•   NYT: Stiffing Workers on Wages Grows Worse With Recession

•   WP: Trump tries to clarify suggestion that voters cast ballots twice, which if done intentionally is illegal

•   FT: Biden meets Jacob Blake family during visit to Kenosha

•   FT: Merkel faces calls to scrap Nord Stream 2 after Navalny poisoning

•   FT: Fears for US recovery grow as virtual schooling continues

•   FT: Hong Kong steps up currency interventions to most since 2009

•   FT: Industry warns of Brexit border chaos

•   FT: Brussels’ challenge to fill ‘Big Phil’ Hogan’s big shoes

•   FT: France launches €100bn coronavirus recovery plan

•   FT: UK businesses slash investment as coronavirus crisis bites

•   FT: Déjà vu as Brexit talks hit deadlock

•   FT: India records world’s largest rise in new cases in single day

•   FT: Rising euro stokes ECB worries over falling prices

•   FT: Libya at a ‘turning point’, warns UN official

•   FT: A tale of two Hong Kongs: Beijing cracks down while the financial hub thrives

•   Bloomberg: Global Views on Economy Turn Sharply Negative

•   Bloomberg: China Developers Face Harsh Liquidity Test With Looming Curbs

•   Bloomberg: China to Plan Sweeping Support for Chip Sector to Counter Trump

•   Bloomberg: Decoupling With U.S. Would Cut China’s Growth to 3.5%, Says Study

•   Bloomberg: Brazil Hits 4 Million Covid Cases While Life Gets Back to Normal

•   Bloomberg: Specter of Currency War Re-Emerges With Central Bank Skirmishes

•   Bloomberg: China’s Feud With Australia Sours the Trade Mood on Both Sides

•   Bloomberg: Virus Recovery Takes W-Shape for Three Biggest Arab Economies

•   Bloomberg: Venezuela Talks Deadlocked Over Proposed Election Delay

•   Bloomberg: Record-Low Emissions Aren’t the Whole Energy Story

•   Bloomberg: Trump’s ESG Plan, Shunned by Fidelity, Spawns U.S.-Europe Divide

•   Bloomberg: China and Commodities: Copper Nears Supply Squeeze as Inventories Drop

•   Reuters: Exclusive: Vaccine group says 76 rich countries now committed to 'COVAX' access plan

•   Reuters: Pfizer targets end of next month for COVID-19 vaccine update

•   CNN: This is the worst economic crisis of our lifetimes. Yet 30% of Americans think the economy is fine

•   CNBC: OECD candidate Cecilia Malmstrom: US and EU need to overcome tensions

•   CNBC: Off-grid construction site taps into hydrogen fuel cell tech to power operations

•   CNBC: The weak dollar is the 'only support' for oil prices, analyst says

•   CNBC: Dr. Fauci says he has ‘confidence and some faith’ the coronavirus vaccine approval won’t be political

•   CNBC: Apple delays privacy-focused iPhone change that could affect Facebook

•   MarketWatch: U.S. likely added 1.2 million jobs in August, economists say, but hiring has slowed

•   MarketWatch: Economists, including 7 Nobel winners, urge Senate to reject Judy Shelton’s Fed nomination

•   Fox Business: Kudlow tells emotional recovery story at White House event: ‘I was a hopeless abuser of alcohol and drugs’

•   SCMP: US claims China’s ‘manipulation’ of Mekong is ‘urgent challenge’ for Southeast Asia

•   SCMP: Covid-19 research shows downsides of face shields and valve masks

•   SCMP: China’s cabinet approves two new nuclear power plants in push to boost economy, cut pollutionSouth China Morning Post

•   SCMP: US-China decoupling prompts Beijing to relax rules for foreign investors in onshore bond marketSouth China Morning Post

•   매경(P1): 국민참여 펀드 20조 한국판 뉴딜에 투입

•   매경: `소부장` 이은 문재인펀드 2탄…`원금보전·稅혜택` 국민참여 유도

•   매경: 文 "뉴딜펀드 참여땐 보람과 성과"

•   매경: 민자철도·수소충전소 등 인프라사업 탄력받을듯

•   매경: 뉴딜펀드 `안정성` 내걸었지만…장기간 돈묶여 인기는 `글쎄`

•   매경(P1): 전교조 합법화 길 열어준 대법원

•   매경: ILO협약 비준도 초읽기…"해고자 기업노조 복귀땐 큰혼란"

•   매경: "노사관계 틀 흔드는 판결…극심한 노사분쟁 불보듯"

•   매경(P1): 경기도, 외국인·법인 대상 토지거래 허가구역 추진

•   매경: 경기도의 독한 규제…"법인거래 허가받아라"

•   매경(P1): 아시아나 매각 사실상 결렬…HDC현산, 재실사 요구 고수

•   매경: 허공에 뜬 아시아나…기안기금 투입해 産銀 관리후 내년 재매각

•   매경(P1): [2020 서울머니쇼] "IT·헬스케어株 상승세 지속될 것"

•   매경: "글로벌기업 3분기엔 실적 회복…단기 조정땐 추가매수"

•   매경: 브룩스 前사령관 "北, 내년에야 움직일 것"

•   매경: SK건설, 친환경 연료전지 발전소 가동

•   한경(P1): "공무원은 시키는대로 할 뿐"…'집단 무기력증' 빠진 경제관료들

•   한경: 洪두사미'…반대하다 막판 소신 접는 홍남기

•   한경: 주무부처 대놓고 패싱하는 실세장관 '월권'

•   한경: 직장인·기업이 낸 고용보험료 헐어 예술인·특수고용직 실업급여 주나

•   한경: "태양광 적자에…한전, 4년 뒤 손실 2조"

•   한경: 화웨이도 美 원천기술로 설계…"中 반도체 굴기 멀었다"

•   서경(P1): [국가재정을 지키자] 이 와중에도··· 獨·佛은 내년 국가부채 줄인다

•   서경: 빛처럼 빠른 나라 빚 증가율...차기정부서 '신용 강등' 폭탄 터지나

•   서경: 빨라지는 고령화...작년 장기요양보험료 건보공단 부담금 22.8% 증가

•   서경: 재정준칙 도입 뒷짐...예타 기준 완화...'예산감시자' 국회가 재정건전성 훼손

•   서경: "전기와 소금을 동시에"···한전, 염전 태양광 발전 기술 개발

•   서경: 지역 곳간 비었는데 지자체 2차 재난지원금 살포

•   서경: 셀프 탈원전' 한전 직원들, 태양광발전소로 몰래 돈 벌다 적발

•   서경: 급여마저 '아웃소싱'···총무부서 사라진다

•   조선: ‘22조원 반도체 사업’ 중국 HSMC의 사기극

•   조선비즈: ‘3조 자구안’ 속도 내는 두산… 가장 중요한 인프라코어 매각은 난항 우려

•   조선비즈: "부진해도, 알짜여도 판다"… 코로나 충격에 빨라진 대기업 ‘몸집 줄이기'

•   조선비즈: [글로벌Biz] 코로나 사태가 불러온 '뉴노멀 시대의 5대 트렌드'

•   중앙: “김정은이 김여정에 권한 위임, 일부는 맞고 일부는 틀리다”

•   중앙: 숲 파헤쳐 태양광 발전…20년 지나도 ‘환경적자’ 못 메워

•   중앙: ‘중금속 덩어리’에 재활용도 어렵다? 주변 토양 납·수은 기준치 이하

•   중앙: 나랏빚 400조 늘리는 문 정부, 공기업 빚도 100조 늘린다

•   중앙: “무급휴직·명퇴 중 고르라” 다시 덮친 진퇴양난 구조조정 공포

•   동아(P1): 신규확진 200명 밑으로… ‘2.5단계’ 연장여부 4일 발표

•   동아: [단독]노영민, 與의원들 불러 “脫석탄 입법 속도조절을”

•   동아: 美전문가 “北, 내달 10일 고체연료 ICBM 발사 가능성”

•   동아: “재택근무, 코로나 방역에 확실히 도움된다”

•   문화: ‘규제 틈새’에 몰리는 청약투자

•   국민(P1): [단독] “시진핑 주석 연내 방한 적극 추진… 한·중 관계 더 높일 것”

•   한겨레(P1): 당정청, 코로나 피해업종 ‘맞춤형 긴급지원’

•   한겨레: 태풍에 멈춘 원전…“기후위기에 핵발전소는 대안 아닌 위험”

•   머니투데이: 코로나發 휴직자 제자리 찾고 있었는데…재확산 '복병'

•   더벨: 8월 공모채 미매각 '제로', 투심 회복 신호탄?

•   헤럴드경제: 생산력 감소→부품사 붕괴…車업계 ‘연쇄파업’ 경고등 켜졌다

•   헤럴드경제: 해외건설 수주 30% 증가...코로나19 영향 피해갔나?

•   헤럴드경제: [이젠 구조조정 M&A④]“‘채권단→PE’ 플레이어 교체…M&A 패러다임 변화 중”

•   헤럴드경제: [이젠 구조조정 M&A⑤]“車부품·조선업종 경영난 심화 필요한 곳에 ‘규모경제’ 처방을”

•   파이낸셜뉴스(P1): 중산층이 살수있는 서울집 10만가구 실종

•   파이낸셜뉴스: 보령 앞바다에 해상풍력단지 조성

•   아시아경제: 메모리 위축되자, 비메모리 영토 확장하는 삼성전자

•   디지털타임스(P1): `수출경화` 여전히 심각… "금융지원 시급"

•   이데일리: 멀어져 가는 'V자형' 경기회복…현대硏 "빨라야 내년 하반기"

•   뉴스1: 현대·두산…굴착기 시장서 '수익성 우선' 전략으로 하반기 반등 노린다

•   아주경제: 두산그룹, ‘자구안 핵심’ 두산인프라코어 안파나 못파나

•   CEO스코어데일리: 두산건설 매각 '답보'…재무구조 악화 지속, M&A 발목 잡을라

•   더구루: 두산밥캣, 체코서 소형 굴착기 76대 수주…단일 판매 '사상 최대'

•   reNews: US installs 168MW of storage in Q2

•   에너지경제: [해외 석탄화력발전 투자 논란...5가지 쟁점별 입장]

•   에너지데일리: "원전 보유 30개 국가 중 77%, 원전 확대·유지하고 있다"

•   KHL: Doosan launches 9-Series forklifts

•   OilPrice.com: What Are Anti-Solar Panels?

•   OilPrice.com: What Explains The Sudden Drop In Oil Prices?

•   OilPrice.com: Low Oil Prices Force Aramco To Delay LNG, Petchem Ambitions

•   OilPrice.com: U.S. Fuel Economy Standards Led To Big Savings, Lower Emissions

•   OilPrice.com: 30 Years Of Drilling Data Points To A Rebound In U.S. Oil Production

•   전자신문(P1): "차세대 시스템반도체 선도"...종합 반도체 강국, 1조 프로젝트 가동

•   전자신문: 막 오른 IFA 2020, 전시도 제품도 '온택트'…가상공간 모여 현실 세계 공략

•   전자신문: [IFA 2020] LG전자 '일상의 혁신 가속화' 비전 제시...박일평 CTO 홀로그램 등장

•   전자신문: [IFA 2020]LG전자 혁신 기술 모아 미래 '꿈의 집' 구현…'LG 씽큐 홈' 공개

•   전자신문: [IFA 2020]'IFA 2020'이 제시하는 미래…온택트·인공지능·로봇

•   전자신문: [IFA 2020]알버트 비어만 현대차 사장, 유럽 수소전기차 시장 전략 소개

•   전자신문: 정부, 태양광 사업자에 역대급 RPS 고정계약 물량 배정

•   전자신문: SK이노, 中 배터리 공장 연내 신설…10GWh 규모

•   디지털데일리: 반도체 동병상련' 日·中, 디스플레이·배터리 손잡고 韓 공격

•   Phone Arena: Samsung's Galaxy Z Fold 2 5G could massively outsell its predecessor

•   Inside EVs: China: New Energy Vehicles Bounce Back In July 2020

•   Robotics Tomorrow: Innovative Gripper Solution for Robot-based Handling in Automated Aseptic Filling Processes for Pharmaceuticals

•   로봇신문: DJI 드론 가격 경쟁력의 비결은?

•   물류신문: 코로나19 위기 속 안전하면서도 편리한 배송 ‘드론’

•   Nikkei Asian Review: Modi calls for 'trustworthy' supply chains, in alternative to China

•   Nikkei Asian Review: Japanese business rethinks high-tech deals with China

•   Business Standard: At 14%, Indian households among the lowest invested in equities globally

•   Hindustan Times: 38 coal mines to be offered for auction for commercial mining, says coal ministry

•   Folha de S.Paulo: Brazil Has the Lowest Rate of Coronavirus Contagion since Late April

•   Moscow Times: Russian Economy Under Pressure After Navalny Novichok Poisoning

•   Jakarta Post: PLN to temporarily cut electricity rates for low-power homes, businesses

[Opinions]

•   Project Syndicate(Mark Leonard): Trump’s Dirty Tricks

•   Project Syndicate(Kenneth Rogoff): The Uncertainty Pandemic

•   Project Syndicate(Maria Ramos, Achim Steiner): Digital Finance for a Fairer Post-Pandemic World

•   FT(Martin Sandbu): How to be a dove

•   FT(Chris Giles): Raising UK taxes now would only hamper recovery

•   FT(Mikael Staffas): Only a level playing field will end Europe’s metals malaise

•   FT(John Plender): Fed’s inflation shift is another blow to ‘safe’ assets

•   WSJ(John Carlson): For Biden, Riots Present Only Bad Options

•   NYT(Editorial Board): What’s at Stake for Shinzo Abe’s Successor

•   WP(David Byler): Why the 2020 election is unpredictable

•   Bloomberg(Bill Dudley): The Fed’s New Approach Won’t Help the Economy Now

•   Bloomberg(Daniel Moss): Bank Indonesia's Independence Isn't a Problem for Now

•   Bloomberg(Conor Sen): Epic U.S. Factory Jobs Boom Is on the Way

•   Bloomberg(Justin Fox): Builders and Manufacturers May Lead Coronavirus Recession Recovery

•   Bloomberg(Mihir Sharma): Asia Needs Japan to Continue Shinzo Abe's Foreign Policy

•   Bloomberg(Brian Chappatta): Stocks Are Still Cheap If Fed Controls the Yield Curve

•   Bloomberg(John Authers): Stocks' Nonstop Rally Evokes Peak of Dotcom Bubble

•   Bloomberg(Ferdinando Giugliano): How Long Does Coronavirus Immunity Last? Iceland Has Good News

•   Bloomberg(Jonathan Bernstein): New Polls Don’t Bode Well for Donald Trump

•   Bloomberg(Mark Gilbert, Marcus Ashworth): Euro v. Dollar: A Currency War Is the Last Thing the World Needs

•   CNBC(Ron Insana): Insana: Why the Fed's new inflation policy could backfire

•   CNBC(Marco Rubio): America, allies must reject China's Huawei, lead on 5G

•   한경(백승현): 중공업에 여직원 적다고 망신 주는 정부

•   이데일리(이상훈): 석유시대의 종막