Business Intelligence Monitor 200911

(Introduction)

[Markets]

•   Global: Equities slide, bonds rally as tech rebound stalls; oil slips

※   MSCI world index gives up earlier gains

※   Oil prices remain under pressure

※   Euro edges higher after ECB meeting

•   한국: 코스피 0.87% 상승 마감…2,400선 회복은 실패

•   한국: 왕이 오신다…삼성전자, 한달만에 6만원 터치

•   한국: 실적+전장사업 기대…'상승 사이클' 탄 LG전자

•   한국: 카카오게임즈 상장 첫날…1억 청약한 투자자 19만원 벌었다

•   한국: 두산그룹주 거의 상승, 두산중공업 4%대 두산밥캣 2%대 올라

•   Metals: Copper withers on doubts about further gains, ECB stimulus

•   Grains: Corn hits 5-month top as U.S. hog futures soar, USDA data awaited

[Indicators]

•   US Aug. Construction input prices: Construction Input Prices Rise in August

•   US Aug. Equipment manager confidence index: Equipment Rental Index Fades

•   US Weekly Jobless claims: U.S. Unemployment Claims Held Steady Last Week

•   US Weekly Consumer comfort index: U.S. Comfort Gauge Rises Most in 11 Years, But Below March Level

•   US Weekly Oil inventories: US crude inventories unexpectedly grow amid weaker demand

•   Eurozone Benchmark rates: ECB to monitor rise of euro after keeping rates on hold

※   ECB: Monetary policy decisions

•   한국 주간 아파트 가격(감정원): 거침없는 서울 아파트…매매·전세 상승세 지속

•   Japan Jul. GDP(JCER est.):Japan's GDP ticks up 0.2% in July: JCER

•   Japan Jul. Machinery orders:Japan's July machinery orders up 6.3% amid signs of virus recovery

•   India Sep. Power demand: Peak power demand back to normal, surpasses last year level

•   Indonesia Aug. Retail sales: Indonesia's retail sales, consumer survey point to bleak economic recovery

•   Malaysia Benchmark rates: Malaysia Keeps Rates on Hold Amid Signs of Economic Recovery

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: New Coronavirus Cases Rise in U.S. Despite Slowdown in Testing

•   WSJ: Several Covid-19 Vaccines Could Join Winner’s Circle

•   WSJ: AstraZeneca CEO Sees Oxford Vaccine Possible by End of Year, Despite Setback

•   WSJ: FDA Officials Say Vaccine Decisions Will Be Guided by Science, Not Politics

•   WSJ: What’s Biden’s New China Policy? It Looks a Lot Like Trump’s

•   WSJ: How Biden’s Tax Plan Would Affect Five American Households

•   WSJ: GOP ‘Skinny’ Bill on Coronavirus Aid Is Blocked by Democrats in Senate

•   WSJ: WSJ Survey: Overall Economy Is Recovering Faster Than Economists Expected

•   WSJ: Fed Debates How to Implement New Policy Strategy

•   WSJ: New York Fed Seeks to Diversify Firms Providing Emergency Support

•   WSJ: A Surprisingly Durable Recovery Faces Tougher Tests

•   WSJ: U.S. Imposes Sanctions Over Russian Election Meddling

•   NYT: Russian Intelligence Hackers Are Back, Microsoft Warns, Aiming at Officials of Both Parties

•   NYT: Do Jobless Benefits Deter Workers? Some Employers Say Yes. Studies Don’t.

•   FT: Brussels threatens legal action over UK Brexit treaty breach

•   FT: Biden vs Trump: who is leading the 2020 US election polls?

•   FT: Taiwan claims ‘severe provocation’ after China military drills

•   FT: India and China meet to defuse Himalayan border tensions

•   FT: Johnson’s lawbreaking Brexit plan leaves trade talks in balance

•   FT: UK’s new Covid-19 curbs pose risk to recovery, warn restaurants

•   FT: UK considering rapid-result Covid tests for up to 10m people a day

•   FT: Covid: why Spain is hit worse than the rest of Europe

•   FT: Boris Johnson’s Brexit gambit risks all

•   FT: Time to kill the US trade deficit delusion

•   FT: Euro strength raises ECB alarms

•   FT: Export support for small companies cut ahead of Brexit

•   FT: Britain’s housing ‘boom’ obscures a divided market

•   FT: UK must intervene in Nvidia deal for Arm, says Labour

•   FT: Irish PM warns Boris Johnson over plans to recast Brexit deal

•   FT: Authorities quash Inner Mongolia protests

•   FT: How Covid-19 sparked a dividend drought for investors

•   Bloomberg: Europe Passes U.S. in New Covid Cases, Returning as Hot Spot

•   Bloomberg: Trump Threatened Then-WTO Chief With U.S. Withdrawal, Book Says

•   Bloomberg: U.S. Ends Airport Covid Screening of International Arrivals

•   Bloomberg: Extra Jobless Aid Authorized by Trump Is Ending After Six Weeks

•   Bloomberg: Americans Stayed Inside Even as Cities and States Reopened

•   Bloomberg: Bolsonaro Case Looms Over Brazil’s New Top Court Chief Justice

•   Bloomberg: Bolsonaro’s New Strategy to Pass Reforms Sidelines Economy Chief

•   Bloomberg: The Pandemic Is Masking Risks of Slavery in Global Supply Chains

•   Bloomberg: More Americans Are Quitting Their Jobs. That’s a Good Sign

•   Bloomberg: India Mulls $23 Billion Package to Lure Global Manufacturers

•   Bloomberg: One in Five U.K. Firms Can Barely Cover Debt-Interest Payments

•   Bloomberg: Trump Unable to Escape Virus Fallout as His Own Words Haunt Him

•   Bloomberg: India’s Health ‘Time Bomb’ Keeps Ticking, and It’s Not Covid-19

•   Reuters: Exclusive: BOJ to offer brighter view on economy as COVID crisis eases: sources

•   CNN: 61% of US job seekers want to change industries, study says

•   CNN: Why Europe still can't take risks with its supply of Russian gas

•   CNBC: WHO calls delay in AstraZeneca coronavirus vaccine trial a 'wake-up call'

•   CNBC: Scientists question Russian vaccine trial data on 'unlikely' patterns

•   CNBC: IEA calls for ‘dramatic’ scaling up of clean energy tech to meet climate goals

•   CNBC: Huawei says its own operating system HarmonyOS will come to smartphones next year

•   CNBC: Coronavirus vaccine: 8,000 jumbo jets needed to deliver globally: IATA

•   CNBC: Goldman now sees a 35% jump in Q3 GDP, much higher than the rest of Wall Street

•   CNBC: Trump says everyone knew the coronavirus was airborne in February: It’s ‘no big thing’

•   CNBC: Mortgage lenders just saw record profit, and expect to do better in the next quarter

•   SCMP: With Modi-Abe bromance gone, will India’s ties with Japan remain solid?

•   SCMP: China debates cutting US access to drugs as hostilities spike

•   SCMP: China focuses on modern, efficient logistics system as Beijing plots response to ‘grim and complicated’ outlook

•   SCMP: China tech firms embrace inward economic pivot, but some wary of ‘technological isolation’

•   Global Times: CanSino scientist says no severe adverse effects found from vaccine

•   매경(P1): 291만 자영업자에 100만~200만원

※   기재부: 제8차 비상경제회의 개최 결과

※   기재부: 2020년도 제4회 추가경정예산안

•   매경: 연매출 4800만원 미만 자영업에 100만원…특고엔 150만원

•   매경: 선별지원한다더니…막판 `전국민 통신비`로 불만 달래

•   매경: 잇단 추경에 올 나랏빚 100조 순증

•   매경: 휴대폰 여러대라도 1인 2만원…5천원 요금제땐 넉달간 혜택

•   매경: 직원 명절선물 등 20만원까지 稅혜택…온누리상품권 많이 쓰면 혜택 더 늘려

•   매경(P1): 공정경제 3법 임박…산업계 "재고해달라"

•   매경: "소버린·엘리엇 사태 수시로 터질것"…거세지는 산업계 반발

•   매경(P1): 국민 10명중 4명이 쓴다…`유통의 메기`가 된 쿠팡

•   매경: 쿠팡이 쏘아올린 `로켓물류`…굼뜬 유통공룡들도 허겁지겁 변신

•   매경: 롤모델 아마존 따라…쿠팡, 물류대행업 시동

•   매경: 韓銀 "민간소비 더 위축"

※   한국은행: 「통화신용정책보고서」(2020년 9월)

•   매경: `이동걸 2기` 産銀…구조조정 마무리 특명

•   매경: 전기차發 일자리 내홍 휩싸인 완성차 노조

•   매경: 갤폴드2 판매 개시…"최대 153만원 지원"

•   매경: [단독] 임대사업자, 재건축 2년 의무거주 예외

•   한경(P1): 日 후지쓰 '재택근무 실험 성공'…사무실 절반으로 줄인다

•   한경: 임대료 폭탄' 동대문 상인들 "집값 잡으려다 사람 잡을 판"

•   한경: 이재명 "지방채 발행해서라도 경기도민 지원금 더 주겠다"

•   한경: 이낙연 "추경 18일까지 처리"…김종인 "내용 합리적이면"

•   한경: "1주택 고령자 세부담 완화"…실거주자 반발에 보완 나선 與

•   한경: LG화학, 배터리로 가는 비행기 띄웠다

•   한경: 레고처럼 이어붙였다…LG, 마이크로 LED 사이니지

•   한경: AI는 정말 중립?…"알고리즘 공개해야" vs "기업 기밀"

•   한경: 年2%대 회사채에도 개인자금 '밀물'

•   한경: 법인·외국인 토지거래허가제 추진…경기도, 법인 취득세 집중 조사

•   한경: [마켓인사이트]年 5.4% 금리에도…두산, 회사채 수요 확보 실패

•   서경(P1): 韓 반도체·디스플레이업계, 美상무부에 화웨이 수출허용 공식 요청

•   서경: 반·디 '빅 바이어 공백' 불가피···스마트폰·통신장비는 '반사익'

•   서경: 中 저가 공세에 태양광 모듈 점유율 12%p↓

•   서경: [단독] 경쟁사 진출한 말레이에 SK넥실리스 '동박 공장' 검토

•   서경: 서울서 '월세' 가장 비싼 아파트는?

•   서경: [시그널] 벼랑 끝 아시아나·두산重, 신용 리스크에 투자자들 ‘조마조마’

•   조선(P1): 트럼프 “김정은에게 核은 너무 사랑해 팔 수 없는 집”

•   조선: “내 집에 내가 못들어간다” 전세 끼고 산 새주인의 절규

•   조선: 폴란드 “청정에너지國, 원전 없이는 불가능”

•   조선: “기업 주인은 법인인데, 한국선 株主우선주의에 사로잡혀”

•   조선: 산업은행 노조, 정부의 뉴딜펀드 규탄 “무리한 영업·손실 부담… 産銀이 봉인가”

•   조선: “너무 비싸”… 삼성 QD-OLED 어쩌나

•   조선: “올해는 중간배당 없습니다”… 배당株 인기 급락

•   조선비즈: 국내 코로나19 백신 개발 ‘3파전’… 제넥신⋅SK바이오사이언스⋅진원생명과학

•   조선비즈: 생명연, 코로나치료제 동물실험 참여社에 항의... “참여사 절반 이상 미검증 내용 홍보”

•   동아(P1): 신촌세브란스 의료진 등 18명 확진

•   문화: 美 CSIS “北 신포서 SLBM 시험발사 준비 또 포착”

•   한국(P1): 한국, 이자 받는 마이너스금리 채권 첫 발행…"국가 신뢰 확인"

•   서울(P1): 잡힐 듯 잡히지 않는 코로나… 신규 확진 8일째 100명대 왜

•   한겨레(P1): 합병 주총 직전 ‘36억원 광고’ 언론 쥐고 흔든 삼성의 민낯

•   한겨레: “태풍에 실려온 소금기 떄문 원전 정지”…불안 증폭

•   경향(P1): 새 임대차법 시행 한 달…세입자들 ‘주거 안정’ 서서히 체감

•   머니투데이(P1): [단독]위법 공매도 걸리면 1년이상 징역…손실액 3배 과징금

•   더벨: 솔루스는 팔고 퓨얼셀은 남긴 배경은

•   더벨: 두산건설·타워 막바지' 자산 매각 어디까지

•   더벨: 두산솔루스 M&A, 매도자-인수자 '윈윈' 평가

•   더벨: 대우산업개발, 두산건설 인수전 이탈 배경은

•   더벨: ㈜두산, '어깨 가볍다' 두산중공업 신용위험 확산 차단

•   더벨: 두산퓨얼셀 무상증여, 재무건전성 강화 '새 카드'

•   더벨: 수소차 시장 성장 예고…두산퓨얼셀, 그린뉴딜 최대 수혜자될까

•   헤럴드경제(P1): [이슈&뷰] 2·3차 협력사 ‘몰락의 길’…무너지는 제조업 생태계

•   헤럴드경제(P1): 증시 빚투 17조…코스피 ‘몰린 돈’ 최다

•   헤럴드경제: 조선업계, 수주절벽 ‘치명상’…하반기 8000여명 실직 위기

•   헤럴드경제: 코로나 재확산에 파업소식까지 車협력사 줄폐업 현실화 하나?

•   헤럴드경제: 컨선 운임 뛰고 자국보호주의…수출기업 ‘설상가상’

•   헤럴드경제: ‘토지 보상’이 관건…유적 발견·교통대책 등 본청약 ‘하세월’

•   헤럴드경제: 대규모 국채 발행의 ‘역설’… 서민 대출이자 ‘부메랑’ 우려

•   헤럴드경제: 갤노트20 ‘반짝 ’ 보름천하…동네점 “보릿고개 ㅠㅠ” [IT선빵!]

•   헤럴드경제: 신재생에너지 ‘녹색 프리미엄제’ 기업 자발적 투자 물꼬 틔운다

•   파이낸셜뉴스(P1): 돈풀기 안먹히는 中企… 부실위험, 대기업 2배

•   이데일리(P1): [공모주 논란]정치권發 제도개선 추진…부작용 우려

•   이데일리: 경제계, 김영란법 한시적 완화 '환영'…"적극 동참할 것"

•   이데일리: 코로나19 치료제·백신, 어디까지 왔나

•   이데일리: 함정에 빠진 사상최대 유동성…돈 쌓는 대기업 자금난 중소기업은 자금난

•   연합: 대법 "통상임금 지급 여력은 사업부 아닌 회사 기준 판단"

※   두산모트롤 직원 105명이 사측을 상대로 낸 임금 지급 소송 상고심에서 원고 일부 패소로 판결한 원심을 원고 일부 승소 취지로 깨고 사건을 부산고법으로 돌려보냈다고 11일 밝혔다.

•   연합인포맥스: 두산건설, 두산重 베트남법인 지분 637억원에 매각

•   뉴스1: 전국 어업인들, '해상풍력 반대 서명운동' 범국민 캠페인으로 전개

•   뉴스1: 한국 실업률, OECD 평균 하회했지만…문제는 '영구적 실업'

•   뉴스토마토: [IB토마토]환골탈태 나선 두산중공업, 도약대 마련은 '시기상조'

•   아주경제: 고전 면치 못하는 매각작업, 복잡해진 두산그룹

•   뉴스웨이: 두산퓨얼셀 vs 블룸SK퓨얼셀, 연료전지 경쟁구도 예고

•   팍스넷뉴스: 두산솔루스 지분 남긴 박용만 회장家 "형님부터"

•   WNN: Future energy system must include nuclear, says panel

•   에너지경제: 울산 부유식 해상풍력발전 사업 '급물살'…과제도 '첩첩산중'

•   에너지경제: [이슈 분석] 원전 정지 안전 논란 가열…'심각한 사고' vs '안전성 확인'

•   KHL: South African construction collapses

•   KHL: Komatsu Mining breaks ground for new headquarters

•   Equipment World: New Cat 963 Track Loader Has New Cab, More Power

•   OilPrice.com: The Start Of A New Oil Market Supercycle

•   OilPrice.com: The Nine Key Points In Biden’s Energy Strategy

•   OilPrice.com: U.S. Consumer Spending On Energy Grew Before The Pandemic

•   OilPrice.com: Latin America's Is Emerging As A Renewable Energy Powerhouse

•   OilPrice.com: Which Oil Major Is Winning The Race To Net Zero Emissions?

•   OilPrice.com: BP, Major Wall Street Banks Want Carbon Pricing Policy In U.S.

•   MINING.com: Freeport’s Grasberg go-go days back as gold, copper prices rally

•   MINING.com: BHP 30% by 2030 emissions reduction

•   전자신문(P1): 정부·대기업·중소 팹리스 뭉쳐 '시스템 반도체' 키운다

•   전자신문: [이슈분석] 차세대 지능형 반도체 개발 사업 본격 스타트

•   전자신문: [이슈분석] 고성능 시스템 반도체 제조 기술 개발 주목

•   전자신문: 6년간 소비자 물가 5% 올랐는데 전기료는 14% 하락…"에너지 소비 왜곡 초래"

•   전자신문: 펜트 업 효과' LG전자 '때 아닌' 9월 풀 가동...사상 최대 3분기 매출 기대

•   전자신문: 전기 뽑아쓴다'...내년에 나오는 국산 전기차 '차박' 돌풍 예고

•   디지털데일리: 美 화웨이 제재 강화 ‘나비효과’…韓 반도체·디스플레이, 불확실성↑

•   디지털데일리: LG화학 vs SK이노, 美 ITC 2차 소송 ‘점입가경’…SK이노, 디지털 포렌식 ‘역공’

•   Phone Arena: iPhone shipments are rebounding in China ahead of Apple's iPhone 12 5G launch

•   Hannover Messe News: Hydrogen is the key to a climate-neutral energy system

•   Robotics & Automation News: Mitsubishi Electric selling collaborative robots at half price

•   Robotics & Automation News: Fanuc plans to triple its production of industrial robots

•   Robotics Business Review: 5G and Future Connectivity Requirements for Drones & Unmanned Aerial Vehicles

•   Robotics Tomorrow: Covid-19: Drive Technology and Physical Distancing

•   로봇신문: 전 세계 '소독 로봇' 비약적 도약

•   Nikkei Asian Review: Japan's fractured opposition unites as party of 140-plus lawmakers

•   Nikkei Asian Review: Abe's likely successor says future consumption tax hike inevitable

•   Nikkei Asian Review: Sony to triple renewable energy usage to 15% within 5 years

•   Nikkei Asian Review: India and Japan sign military supply pact as China flexes muscle

•   Economic Times: We should be back to 0% GDP growth YoY in Q4: Neelkanth Mishra

•   Times of India: Further fiscal stimulus warranted in India: IMF

•   Livemint: Retail inflation will come down to below 4% only after Dec: SBI report

•   Livemint: Monsoon 2020 could end in normal to above normal category: IMD

•   Business Standard: FY21 GDP to contract 9%; govt not providing enough fiscal support: Crisil

•   Folha de S.Paulo: Brazil Has 1,136 Covid-19 Deaths and Reaches 128 thousand Deaths

•   Moscow Times: Navalny Poisoning, Second Wave Fears and Vaccine Setback Weigh on Russia’s Markets

•   Jakarta Post: Experts urge BI to have exit strategy from burden-sharing scheme as risks loom

•   Viet Nam News: Việt Nam's current account forecast at 3.7% in 2020

•   Viet Nam News: Despite lower interest rates, people still put money in banks

[Opinions]

•   Project Syndicate(Jim O’Neill): The V-Shaped Recovery Marches On

•   Project Syndicate(Ricardo Hausmann): Planning for Crisis Resilience

•   Project Syndicate(Jayati Ghosh): Stop Doing Business

•   FT(Editorial Board): Britain’s dangerous Brexit brinkmanship

•   FT(Editorial Board): The surprising resilience of the Covid consumer

•   FT(Editorial Board): The ECB’s lukewarm euro intervention

•   FT(Philip Stephens): Post-Brexit UK must respect the rule of law

•   FT(Martin Sandbu): How to get a Brexit deal (if the UK wants one)

•   FT(Iain Duncan Smith): Boris Johnson’s government is right to protect integrity of UK

•   FT(Constanze Stelzenmüller): Germany is well placed to lead a tougher EU response to Russia

•   FT(Frederick Studemann): How Johnson’s japes made it harder for Germans to criticise the EU

•   FT(Richard Horsey): Myanmar election will fall short of democratic standards

•   FT(Mark Haefele): Central banks will win the tug of war in markets

•   WSJ(Daniel Henninger): A Trump-Biden Niagara Fall

•   WSJ(Karl Rove): Biden Has the Edge as the Final Stretch Begins

•   WSJ(Joseph C. Sternberg): With Covid, Brexit Matters More Than Ever

•   WSJ(Joshua Stanton, 이성윤): Seoul Cracks Down on Dissent Against North Korea

•   NYT(Editorial Board): Mr. Trump Knew It Was Deadly and Airborne

•   NYT(Michelle Goldberg): Trump’s Deliberate Coronavirus Deception

•   NYT(Michelle Cottle): Even Big Pharma Is Turning on Trump

•   NYT(Michael Sokolove): How Trump Could Win Pennsylvania Again

•   WP(Jennifer Rubin): Biden knows how to use Trump’s botched response to covid-19 to his advantage

•   WP(Paul Waldman): Why don’t Republicans want to give the economy a big boost?

•   WP(Greg Sargent): There’s a big hole in Trump’s frantic spin about the Woodward revelations

•   Bloomberg(Editorial Board): Think Again About the Iran Sanctions Snapback

•   Bloomberg(Noah Smith): Trump's Tariffs, Trade War Failed. Can Biden Do Better?

•   Bloomberg(Andy Mukherjee): Central Banks Need to Juggle Inflation, Growth. Here's an Idea From India

•   Bloomberg(Ferdinando Giugliano): Turkey-Greece Tensions Test EU Solidarity

•   Bloomberg(Lionel Laurent): Brexit: Boris Johnson Gives the European Union a Reason to Walk Away

•   Bloomberg(Mark Gilbert): A No-Deal Brexit Could Sink the Pound

•   Bloomberg(Faye Flam): Trump Has No Covid-19 Plan, and Biden's 'Follow the Science' Isn’t a Strategy

•   Bloomberg(Timothy L. O'Brien): Of Course Trump Couldn’t Resist Bob Woodward

•   Bloomberg(Timothy Kaldas): Why Egypt Didn’t Profit From Peace With Israel As the UAE Will

•   CNBC(Stephen Hahn, Anand Shah): The coronavirus pandemic underscores the need to bring drug manufacturing back to U.S.

•   CNN(Michael Bociurkiw): Why Canada flattened the curve -- and the US didn't

•   CNN(Robert Playter): Robots won't take away our jobs. They will make work safer and more efficient

•   MarketWatch(Andrew Duguay): The COVID recession has decimated some states, but barely touched others

•   Fox Business(Cal Thomas): National debt dangers worsening -- here's what the Founders warned us about

•   한경(사설): 한은 중립성에 의문 갖게 하는 통화정책 보고서