Business Intelligence Monitor 200909

(Introduction)

[Markets]

•   Global: Equities tumble as Nasdaq, Brexit concerns mount; bonds rally

※   Macro 백업표

※   Industry 백업표

•   US: GM Stock Jumps on News of Stake in Electric-Vehicle Company Nikola

•   US: Tesla stock suffers biggest-ever drop as it starts its second bear market this year

•   US: U.S. Government-Bond Yields Fall as Investors Seek Safety From Tech-Stock Slide

•   UK: Sterling slide continues on second day of Brexit stress

•   한국: 코스피 0.74% 상승 마감…25일 만에 2,400선 회복

•   한국: FAANG '거품' 경고에…조정 길어지는 BBIG

•   한국: 5G폰 신작효과…삼성전기·LG이노텍 `방긋`

•   한국: 文 그린뉴딜 강조에도 친환경株 하락…테마 동력 잃었나

•   한국: 두산그룹주 모두 내려, 두산 7%대 두산중공업 5%대 떨어져

•   Oil: Crude oil is getting crushed as demand fears resurface

•   Metals: Copper dips as sizzling rally loses some of its heat | Reuters

•   Grains: Soybeans extend rally, hit 2-year high on Chinese demand | Reuters

•   DRAM: 반도체 사재기효과?…D램 현물가격 8월말이후↑

[Indicators]

•   OECD Aug. Composite leading indicators: Pace of Recovery Slows in the World’s Leading Economies: Chart

•   US Aug. Consumer credit: U.S. Consumer Credit Extends Rebound as Auto Sales Increase

•   Germany·France Jul. Balance of trade: Global trade rebound fuels rise in German and French exports

•   UK Aug. Consumer spending: UK consumer spending exceeds last year’s level for first time since lockdown

•   한국 7월 재정수지: 추경 부메랑'··· 올 7월까지 재정적자 98조

•   한국 8월 5대은행 외화예금: 달러 쌓는 '원정개미'…외화예금 사상 최대

•   한국 9월 분양경기실사지수 전망치: 이달 지방 분양경기 전망 더 악화

•   Japan Q2 GDP(rev.): Japan's record 2nd-qtr GDP fall revised to steeper 28.1% shrinkage

•   Japan Jul. Household spending:Japan's July household spending falls 7.6% on coronavirus impact

•   Japan Jul. Current account:Japan's July current account surplus down 27.4% amid pandemic

•   Japan Aug. Economy Watchers sentiment Index: Japan's economy watcher sentiment in Aug. highest in 11 months

•   Indonesia Aug. Government debt: Indonesia’s debt jumps as government ramps up virus spending

•   South Africa Q2 GDP: South Africa’s Economy Shrinks 51% as Lockdown Restrictions Hurt Businesses

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: New U.S. Coronavirus Cases Fall Below 25,000

•   WSJ: Why Tesla Was Left Out of the S&P 500

•   WSJ: Boeing Flags Additional 787 Production Problem

•   WSJ: Public Health Officials Pursue Covid-19 Tests That Trade Precision for Speed

•   WSJ: Vaccine Economics: Where Profit and Public Health Collide

•   WSJ: Mortgage Market Booms, Even as Virus Hits Economy

•   NYT: A New Theory Asks: Could a Mask Be a Crude ‘Vaccine’?

•   NYT: The Fed Enabled a Record Expansion. Trump Is Taking Credit.

•   NYT: ‘The Lockdown Killed My Father’: Farmer Suicides Add to India’s Virus Misery

•   WP: Trump employs images of violence as political fuel for reelection figh

•   WP: Vaccine makers pledge safety will be foremost

•   WP: The Health 202: Most Americans won't be allowed to get a coronavirus vaccine as soon as it's approved

•   WP: India-China border dispute: India, China accuse each other of firing shots at frontier

•   WP: The 5G lie: The network of the future is still slow

•   FT: Why Boris Johnson is considering a no-deal Brexit for a bruised economy

•   FT: UK government admits it will break international law over Brexit treaty

•   FT: Senate Republicans propose scrapping $200bn for Fed crisis lending

•   FT: US border agents turn up the heat on Chinese students

•   FT: Valdis Dombrovskis chosen as EU’s trade chief

•   FT: Belarus opposition leader Kolesnikova detained at Ukraine border

•   FT: Huawei says Japan ‘extremely important’ after 50% rise in procurement

•   FT: Return to UK offices accelerates despite fears over coronavirus surge

•   FT: Bank battle stirs tensions between European capitals

•   FT: Coronavirus surges in India as infections spread from cities

•   FT: What is at stake in the eastern Mediterranean crisis?

•   FT: What bats can teach us about developing immunity to Covid-19

•   FT: South Korea struggles to lure factories home from China

•   FT: UK companies warn on mounting debt during pandemic

•   FT: ECB will struggle to rein in the euro, say investors

•   Bloomberg: Oil Glut Trade on the Brink of Making Comeback in Blow for OPEC+

•   Bloomberg: Biden to Unveil Offshoring Plan as Trump’s Edge on Economy Dims

•   Bloomberg: Scientists Cast Doubt on Results From Russian Covid Vaccine

•   Bloomberg: Uber Sets Goal to Reach Net-Zero Emissions by 2040

•   Bloomberg: Myanmar Kicks Off Election Campaigning Amid Rising Virus Cases

•   Bloomberg: Trump Weighs Putting Up to $100 Million of His Cash Into Race

•   Bloomberg: Refinancing and Delinquencies Soar in Divided Mortgage Era

•   Bloomberg: How China Is Closing In on Its Own Digital Currency

•   Bloomberg: Republican Stimulus Bill Offers Unemployment, Small Business Aid

•   Bloomberg: Senate GOP Stimulus Bill Would Pull Cares Act Funds From Fed

•   Bloomberg: Stimulus Stalemate Lingers as Senate Returns to Washington

•   Bloomberg: Fed’s Main St. Loan Program Going Mostly to $1 Million-Plus Borrowers

•   Bloomberg: Trump-Biden Battleground States Shaped by Virus-Fueled Downturn

•   Bloomberg: Bank of Thailand Governor Sees Stronger Fiscal Role for Recovery

•   Bloomberg: Scholz Says Germany Will Need Significant New Debt in 2021

•   Bloomberg: The Year That Hammered Global Trade Still Poses Five Big Risks

•   Bloomberg: Dollar’s to Blame But Central Bank Wants Shekel Going No Further

•   Bloomberg: Bank of Japan’s Covid Loan Programs Risk Revival of ‘Zombie’ Firm Concerns

•   Bloomberg: French Economic Activity Has Returned to 95% Normal Levels

•   Bloomberg: U.K.’s Johnson Bans Gatherings of More Than Six to Fight Covid

•   Bloomberg: Russia’s Economy Doing Better in Pandemic Than Many Feared

•   Bloomberg: Germany’s New Virus Infections Rise to Highest Level Since April

•   Bloomberg: Brexit ‘Trash Talking’ Lifts U.K. Debt Demand to $99 Billion

•   Bloomberg: U.S. Bars Some China Xinjiang Firms on Alleged Abuse; Plans More

•   Bloomberg: Japan Presses Ahead With 2021 Olympics Planning Despite Virus

•   Bloomberg: Will a Vaccine Be Politicized? FDA Sets Up Safeguards

•   Bloomberg: Merkel Allies Step Up Pressure for State Support for Car Sector

•   Bloomberg: Maybe Capitalism Isn’t the Real Culprit Behind Climate Change

•   Bloomberg: Dollar’s Waning Influence Evident as Gold Breaks Up With EM Debt

•   CNBC: School disruption could cost the U.S. economy $15.3 trillion — OECD

•   CNBC: World must be better prepared for next pandemic, WHO says

•   CNBC: China accuses U.S. of ‘bullying’ as it touts new global data security push

•   CNBC: Brexit: no-deal is the ‘most possible’ result in trade talks, Juncker says

•   MarketWatch: Investing legend known for his annual predictions says the world could be in for a big surprise — in a good way

•   Fox Business: Trump's net worth drops to $2.5B amid coronavirus pandemic

•   Fox Business: Trump signs order extending ban on new offshore drilling sites o

•   Stat: AstraZeneca Covid-19 vaccine study is put on hold

•   SCMP: China plans sanctions against US officials who visit Taiwan, says Global Times editor Hu Xijin

•   SCMP: US presidential election: Will strategic ambiguity on Taiwan be restored?

•   SCMP: Hundreds of thousands have been given Covid-19 vaccines without a single infection, Chinese drug firm says

•   SCMP: Myanmar moves step closer to new bids on China-backed belt and road project

•   SCMP: Chinese yuan to become No 3 global currency by 2030 after US dollar, euro, Morgan Stanley predicts

•   매경(P1): [단독] 삼성·SK, 화웨이에 반도체 공급중단

•   매경: 韓반도체 덮친 화웨이 리스크…`빅 바이어` 끊겨 충격 불가피

•   매경: 화웨이, 비축한 반도체 내년 소진…스마트폰 시장서도 `위태`

•   매경(P1): 수도권 공공분양 6만호…내년 7월부터 사전청약

•   매경: "사전청약 대기수요 늘어나면…전세시장 되레 더 불안해질수도"

•   매경: "사전청약 입주까지 10년 걸릴수도"…희망고문 주의보

•   매경: 사전청약 1순위 요건 채우려…주변 전셋값은 이미 뛰었다

•   매경(P1): 특수고용직도 고용보험 의무가입

•   매경: KDI도 접은 V자반등론 "올 -1.1% 성장"

※   KDI: KDI 경제전망, 2020년 9월

•   매경: `노딜 임박` 아시아나…11일 기안기금 투입 논의

•   매경: 은성수 "가계·기업부채 연착륙 도모"

•   매경: 이동걸 産銀 회장 연임…9일 靑 임명절차 진행

•   매경: 이재용-베스트베리 10년 인연…삼성 `8조 수주대박` 일등공신

•   매경: 삼성전자, 퀄컴 5G칩 위탁생산한다

•   매경: "로봇이 서빙합니다"…노브랜드 버거 역삼역점 오픈

•   한경(P1): 애플·테슬라 조정받자…한국 개미들 나흘간 1조 샀다

•   한경(P1): "2차 재난지원, 소득증명 안보겠다"

•   한경(P1): 한은, 연말까지 국고채 5兆 매입

•   한경: "0% 금리 영구국채, 韓銀 인수" 주장한 이재명, '외환·채권시장 불안' 불보듯

•   한경: 금융위의 경고 "신용대출 급증 주시"

•   한경: "중국산보다 싸다" 日의 저가공세…철강업계 '시련의 용광로'

•   한경: 조선 수주 두 달째 1위, 그래도 中 따라잡기엔…

•   한경: "반포자이 집값 4억 떨어졌다"…"유리한 통계만 짜깁기"

•   한경: [단독 마켓인사이트]두산모트롤, 소시어스-웰투시 컨소시엄에 후순위 출자자로 참여.. 재인수 위한 포석?

•   한경: [마켓인사이트 단독]두산건설 매각 중단..대우산업개발과 협상 결렬

•   한경TV: 풍력에 수소 얹은 두산重…문제는 '기술력'

•   서경(P1): 혁신도시, 균형발전·지역성장 다 놓쳤다

•   서경(P1): 文대통령 이어 김상조도 "재정 건전성 우려"

•   서경: 피치, 韓성장률 -1.1%로 하향···"한은, 연내 금리 25bp 내릴 것"

•   서경: 고용유지지원금 240일로 연장···장기 미취업 청년엔 50만원

•   서경: [시그널] "DICC 우발채무 떠안아라"...두산 '매각' 승부수

•   조선(P1): 공무원은 퇴직연금 담보로 집샀다

•   조선: 전기 소모 3배인 5G… 전력 대책은 있나

•   조선비즈: 두산重, 현금 확보는 순항 중인데 회생 가능할까... "자생력 없다" 평가

•   조선비즈: 폭우에 쏟아져 나온 '태양광 폐패널'… "오염물질 많은데 대충 흙으로 덮는다"

•   중앙: 文이 미는 뉴딜펀드 1호 투자처, 데이터센터냐 풍력발전이냐

•   중앙: “한·일 관계 개선, 올해 말 한·중·일 정상회담이 좋은 기회”

•   동아: 삼성, 화웨이에 2분기 5G 스마트폰 점유율 1위 내줘

•   한국(P1): [단독] 구글 "네이버ㆍ카카오, 앱 장터 퇴출 검토" 으름장

•   더벨: 두산중공업, 1.3조 유상증자...유동성 확보 '절반의 성공'

•   더벨: 퓨얼셀' 카드 꺼낸 두산家 "땡큐 그린뉴딜"

•   더벨: 두산·푸본현대생명 회사채 출격…KB증권 주관 '활약'

•   더벨: 스카이레이크, 솔루스 인수대금 마련 방안은

•   헤럴드경제(P1): 4차추경에 경기대책도 추가...긴급민생안정대책 최대 9조

•   헤럴드경제(P1): 상장사 3분기 실적...매출 3.9% 줄었지만...이익은 두자릿수 증가

•   헤럴드경제: 사과값 3배 폭등…추석 물가대란 우려

•   헤럴드경제: 이지스운용, 강남 오피스 잇단 매수…두산건설 사옥도 품나

•   파이낸셜뉴스: 울산 부유식 해상풍력 발전 사업에 현대중공업 힘 보탠다

•   디지털타임스(P1): 현대차·SK, 배터리 사업 협력 `풀액셀`

•   디지털타임스(P1): "9월 셀트리온·10월 GC녹십자 코로나 항체·혈장 치료제 생산"

•   이데일리: 7개월 만에 2GW 돌파… ‘그린뉴딜’ 업은 韓태양광, 내수공략 속도

•   이데일리: "'재정지출 확대→세수증대→건전성 회복' 주장은 국민 호도하는 것"

•   이데일리: “한은 독립성 의문…정부 돈풀기에 발권력 동원 안돼"

•   이데일리: "공매도는 필요…불법 공매도 엄벌하고 개인에게 문호 열어야"

•   이데일리: [외면받는 지방채]①코로나에 돈쓸 곳 넘치는데…지방채 안 찍는 지자체

•   연합: 태풍 마이삭에 운행 중단된 고리원전 "염분 유입이 원인"

•   연합: 2024년 석탄 의존도 25% 아래로…"탈석탄 정책 영향"

•   연합: 비철금속 가격 뜀박질…전량 수입하는 한국 기업 수익성 우려

•   연합인포맥스: 한신평 "두산重, 유상증자에도 사업 안정화돼야 신용도 개선"

※   한국신용평가: 두산그룹의 유상증자 결정 등에 대한 한국신용평가의 의견

•   이투데이: 두산퓨얼셀, 국내 1위 연료전지 업체서 글로벌 1위로…3420억 유증 마중물 되나

•   비즈니스포스트: [오늘Who] 두산인프라코어 매각 본궤도, 박정원 정상화 마지막 고비

•   글로벌이코노믹: ‘미운 오리 새끼’ 두산重 원전기술, 미국서 백조로 부활

•   뉴데일리: [취재수첩] 웃픈 두산重… 정상화 기대 높지만 일감없어 한숨

•   EBN: 자구안 순항 두산, 고민 많은 이유는

•   아이뉴스24: 두산그룹 알짜 계열사 '밥캣'…팔까 말까

•   더구루: [단독] 두산중공업, 루마니아 사업장 매각 성공…경영 정상화 '한발짝'

•   화이트페이퍼: 풍력발전 드높이는 두산重…세계 시장에선 ‘소소’

•   reNews: COVID-19: Virus ‘will have lasting impact on energy demand’

•   reNews: ‘UK must install 6520 offshore turbines to hit net zero’

•   에너지경제: 신재생에너지, 아직 갈 길 먼데 벌써 수익률 악화 행진에 '휘청'

•   Equipment World: Bobcat Features on Demand: Pay Now or Later For Machine Options You Want

•   Construction Equipment: Homebuilding Sees Employment Gains, Nonres Stumbles

•   OilPrice.com: The One Big Problem With Green Hydrogen

•   OilPrice.com: Saudi Arabia Advances Nuclear Power Agenda

•   OilPrice.com: Russian Fuel Oil Is A Hit In The U.S.

•   OilPrice.com: Fitch Cuts Long-Term WTI Oil Price Outlook To $50

•   OilPrice.com: COVID-19 Forces Libyan Oil Companies To Halt Operations

•   OilPrice.com: Global Oil Demand To Return To Pre-Crisis Levels In Three Years

•   OilPrice.com: Russian Energy Minister: Russia Should Regain Market Share As Soon As Feasible

•   MINING.com: Mining deal value down over $18bn due to pandemic

•   MINING.com: Europe’s critical raw materials plan key to becoming climate-neutral by 2050 – Roskill

•   CNET: Apple will begin producing 5G iPhones in mid-September, report says

•   CNET: iPhone 12 finally gives us a reason to get excited about 5G

•   CNET: Electric cars will make up 100% of Uber fleet by 2030 in US

•   전자신문: 두산중공업, 가스터빈 대형화 박차…그린뉴딜·글로벌 시장 조준

•   ZDNet Korea: 삼성전자, 3분기 영업이익 10兆 기대감 고조

•   디지털데일리: 5G 통신장비 3강체제, 삼성전자 반격에 ‘꿈틀’

•   Phone Arena: Most expensive iPhone 12 model could help Apple reach alleged goal of 80 million shipments in 2020

•   Robotics Tomorrow: RoboBusiness Direct Presents: The Business Value of Autonomous Mobile Robots

•   물류신문: Part 1. 상장 물류기업 현황 분석

•   물류신문: Part 2. 물류업계 시가총액 현황 분석

•   물류신문: Part 3. 각 물류기업 별 시가총액 분석

•   Nikkei Asian Review: Japan companies line up for 'China exit' subsidies to come home

•   Nikkei Asian Review: SoftBank wants to burn money

•   Business Standard: Govt to back phase-3 trials, manufacture of Russian vaccine: NITI Aayog

•   Business Standard: Fitch revises India GDP forecast for FY21 to -10.5% from -5% earlier

•   Hindustan Times: Indian economy worst hit, FY21 GDP to contract 14.8%: Goldman Sachs

•   Folha de S.Paulo: Brazil Reaches 127 Thousand Deaths by Covid-19

•   Jakarta Post: Govt prepares implementing regulations for omnibus bill on job creation

•   Myanmar Times: Construction sector in Myanmar worried over work-from-home order

[Opinions]

•   Project Syndicate(Dani Rodrik): The Coming Global Technology Fracture

•   Project Syndicate(Ian Goldin): Ian Goldin Says More…

•   Project Syndicate(Célestin Monga): The Great Services Illusion

•   FT(Editorial Board): Mass testing offers hope of taming the pandemic

•   FT(Editorial Board): The wider risks in SoftBank’s US tech bet

•   FT(Martin Sandbu): The corporate zombies stalking Europe

•   FT(Thomas Cueni): Vaccine speed must not trump safety

•   FT(Lyric Hughes Hale): Food inflation threatens lives and economic recovery

•   NYT(Thomas L. Friedman): Who Can Win America’s Politics of Humiliation?

•   NYT(Ivan Krastev): The Pandemic Was Supposed to Be Great for Strongmen. What Happened?

•   NYT(Diana Buttu): The U.A.E.-Israel Flight Is Nothing to Celebrate

•   WP(Editorial Board): The economy needs another round of fiscal support. Congress’s impasse has to end.

•   Bloomberg(Editorial Board): Trump’s Eviction Ban Doesn't Go Far Enough

•   Bloomberg(Noah Smith): U.S. Renewal of Pandemic Jobless Benefit Is Crucial for Workers, Economy

•   Bloomberg(Brian Chappatta): Long Treasury Bonds Have Their Own ‘Healthy Correction’

•   Bloomberg(John Authers): Currency Markets Take Boris Johnson's Brexit Threats Too Lightly

•   Bloomberg(Lionel Laurent): Brexit Brinkmanship: Why Boris Johnson's Bluster Doesn't Fluster Europe

•   Bloomberg(Jonathan Bernstein): Will Republicans for Biden Change Any Minds?

•   Bloomberg(Hal Brands): China's Nuclear Buildup Changes U.S. Defense Strategies

•   Bloomberg(Cass R. Sunstein): Biden’s Day 1 Assignment: Order the Government to Follow Science

•   Bloomberg(Max Nisen): Covid-19 Vaccine Politics Demand More From Developers Like Pfizer, Moderna

•   Bloomberg(Karen E. Young): For Gulf Arab States, China Is a Temporary Friend

•   MarketWatch(Paul Brandus): This is one Trump tax cut you really don’t want

•   MarketWatch(John C. Colwell): Why bankruptcy must be an option for homeowners and small businesses to survive this COVID-19 recession

•   서경(사설): 산·밭 파헤쳐 만든 태양광, 발전 기여도 1% 안된다니