Business Intelligence Monitor 200731

(Introduction)

[Markets]

•   Global: Stocks, dollar slide on economic data, Trump election tweet

•   US: Four of the largest tech companies added $200 billion in value after hours Thursday

•   한국: 코스피 0.17% 소폭 상승…장중 연고점 경신

•   한국: 5일새 삼성전자만 1.8조 사들여…외국인 진짜 돌아왔나

•   Metals: Copper slips on rising virus cases, economic worries

•   Grains: Corn ends nearly flat as crop prospects offset big sales to China

[Indicators]

•   US Q2 GDP·Weekly Jobless claims: U.S. Economy Contracted at Record Rate Last Quarter; Jobless Claims Rise to 1.43 Million

•   Eurozone Jul. Economic sentiment index: Euro zone sentiment rebounds more than expected, but unemployment up

•   Germany Q2 GDP: German economy shrank 10.1% at height of virus crisis

•   한국 6월 주택 인허가: 서울 주택 인허가 급감…공급위축 온다

•   한국 6월 미분양 주택: "무조건 사자"…전국 미분양 급감

•   한국 6월 사업체 노동력: 제조업 일자리 7만7000개 '증발'

•   한국 주간 아파트 가격(감정원): 서울 집값은 주춤…상승폭 3주째 둔화

•   Japan Jun. Retail sales: Japan's June retail sales fall for 4th month, but at slower pace

•   Vietnam Jul. CPI: Consumer price index up 0.4 per cent in July

•   Mexico Q2 GDP: Mexico’s economy records fifth straight quarterly contraction

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Daily U.S. Coronavirus Cases Climb Back Above 70,000

•   WSJ: Apple Sales Surge as Pandemic Drives Software and Device Purchases

•   WSJ: Amazon Gains Strength as Coronavirus Boosts Shopping, Cloud Services

•   WSJ: Google’s Advertising Haul Comes Up Short for First Time

•   WSJ: GOP Leaders Rebuff Trump’s Suggestion of Delaying Election

•   WSJ: Drugmakers Race to Build Covid-19 Vaccine Supply Chains

•   WSJ: Environmental Groups Urge Fed to End Energy Bond Buying

•   WSJ: Fannie, Freddie Earnings Improve Amid Signs of Housing-Market Recovery

•   WSJ: Newsletter Special GDP Report: Unhealthy

•   WSJ: GOP and Democrats Find a Point of Agreement: Big Tech Is Too Powerful

•   WSJ: Auto Giants Swing to Loss During Coronavirus-Driven Downturn

•   NYT: Analysis: Trump Attacks an Election He Is at Risk of Losing

•   NYT: Why Trump Has No Power to Delay the 2020 Election

•   NYT: Virus Cases Are Rising in N.J., Spurred by Young Partygoers at the Shore

•   NYT: China Tries Its Favorite Economic Cure: More Construction

•   WP: Senate Republicans, White House scramble on unemployment insurance as deadline looms

•   WP: Did a third of the economy really vanish in just three months?

•   FT: Barack Obama makes a ringing call for voting reform

•   FT: Pompeo faces backlash over US withdrawal from Germany

•   FT: Fed plans for ‘the worst’ as it waits for Congress to act

•   FT: Rise in coastal flooding poses threat to global economy

•   FT: China fires warning shot to UK over ‘cold war’ with Beijing

•   FT: EU or UK: who will blink first?

•   FT: European enthusiasm, meet Chinese intransigence

•   FT: UK car production falls 42% to lowest level since 1954

•   FT: New Renault chief pledges turnround as carmaker suffers record loss

•   FT: How safe is air travel during coronavirus pandemic?

•   FT: ‘Calm before the storm’: UK small businesses fear for their future

•   Bloomberg: Xi Calls for Deeper Reform to Escape ‘Grave’ Economic Conditions

•   Bloomberg: China Is Buying Up Chips Before Hong Kong Route Shuts

•   Bloomberg: China’s EV Makers Target Drivers Who Can’t Afford a Tesla

•   Bloomberg: China’s Xi Sets His Sights on Taiwan After Subduing Hong Kong

•   Bloomberg: Upgrade of India’s Creaky Infrastructure Seen Delayed by Virus

•   Bloomberg: BOJ Outlook Crashes Down to Earth With More Realistic Forecasts

•   Bloomberg: Hong Kong’s Dollar Peg Is ‘Unassailable’, StanChart CEO Says

•   Bloomberg: Gathering U.S.-China Storm Clouds Herald Restless Time for Yuan

•   Bloomberg: Hydrogen’s Future May Follow Path Blazed by Natural Gas

•   Reuters: Pompeo insists China 'tide is turning' at contentious U.S. Senate hearing

•   Reuters: Exclusive: Chinese-backed hackers targeted COVID-19 vaccine firm Moderna

•   Reuters: Brazil's Vale eyes mine expansions, Samarco restart amid robust Chinese demand

•   AP: EU prolongs North Korea nuclear sanctions for a year

•   CNBC: WHO says young people appear to be causing coronavirus cases to surge in some countries

•   CNBC: Dollar will weaken further while bond yields strengthen: Wells Fargo

•   CNBC: Apple suggests new iPhones won’t arrive in September

•   Fox Business: Trump administration to recover $200 million from failed Obama-era solar project

•   SCMP: Malaysia rebukes Beijing as South China Sea ‘lawfare’ heats up

•   SCMP: US must prepare for an ever more powerful China, think tank says

•   SCMP: China urged to make own international payment system amid US sanctions risk

•   SCMP: Xi Jinping braces for turbulence ahead as US relations deteriorate

•   매경(P1): `전광석화` 임대차법…당장 31일 시행

•   매경: `집주인의 역습`…전세대출 연장 거부·신규 전셋값 확 올릴 우려

•   매경: 임대차법 `과속입법`…상임위부터 시행까지 사흘만에 뚝딱

•   매경: 임대차법 앞서 전셋값 57주째↑

•   매경: 기존 세입자에 `전세→월세` 전환? 세입자 동의때만 가능

•   매경: [단독] 故 박원순시장이 10년 막은 재개발 풀겠다는 서울시

•   매경: 與잠룡 `빅2` 전격회동…화두는 부동산

•   매경: 145조 흑자낸다더니…국민연금 2056년 89조 적자

•   한경(P1): SK·롯데 등 지주사도 CVC 보유 가능해진다

•   한경: 韓·美, 통화스와프 6개월 연장

•   서경: [단독]"강성노조에 지쳤다" 복수노조 만든 현대로보틱스, 성과급 선지급 합의

•   조선(P1): 文정부 3년, 자영업자 세무조사 추징금 58% 급증

•   조선비즈: 美 전력회사 "LG 배터리가 ESS 화재 원인"…LG화학 "사실과 달라"

•   조선비즈: "삼성電, 매도 타이밍까지 명중" 영리한 동학개미가 이겼다

•   동아(P1): “연말까지 30조 투자유치” 민간에 기대는 정부

•   동아(P1): “하반기 더 기대” 반도체-新가전-모바일 활짝

※   삼성전자: 2020년 2분기 삼성전자 경영설명회

•   동아: 연내 개발 가능성 커진 코로나 백신… 국가간 확보전도 치열해져[인사이드&인사이트]

•   문화(P1): 한수원, ‘월성1호기 폐쇄 결정’ 회의록 조작 의혹

•   서울(P1): [단독] 민심에 놀란 정부 ‘압박’ 통했나… 다주택 고위직 71%가 움직였다

•   머니투데이: 임신테스트기처럼 편하게…코로나19 15분만에 진단

•   머니투데이: 1800만명에 소비할인쿠폰…지역상품권 15조로 늘린다

•   머니투데이: 상반기 증시 관련 대금 2경6000조원…전년比 19% 증가

•   더벨: 모트롤BG 매각, 숏리스트 한번 더 추린 배경은

•   헤럴드경제: 현대차 ‘미래 모빌리티’ 생태계 만든다

•   파이낸셜뉴스: 전기차 출시 10년만에 30만대 판매 눈앞

•   이데일리: 삼성이 반도체로 5.4조 번 날..이재용, 차세대 반도체 현장 찾았다

•   이데일리: [마켓인]‘7월에만 2.5兆 바겐세일’…M&A 속도 내는 두산그룹

•   비즈니스포스트: 두산솔루스 목표주가 높아져, "올레드와 배터리용 소재사업 성장세"

•   오마이뉴스: 두산중공업 사측, 지노위 '부당휴업' 판정 받았다

•   reNews: EU wind capacity 'grows 5.1GW'

•   reNews: UK wind output hits record 64TWh in 2019

•   FuelCellsWorks: Bloom Energy Announces Second Quarter 2020 Preliminary Financial Results

•   전기신문: 논란 속 미얀마 송전망 구축사업(上)‘깜깜이’ 사업에 업계만 발동동

※   두산건설, “세부내용 공개불가…구매비율만 지키면 될 것”

•   KHL: Cat to see profits fall 77%

•   Equipment Journal: Komatsu debuts the entry-level PC130-11 excavator - Equipment Journal

•   Construction Equipment: Komatsu Autonomous Haul System Hits 3 Billion Metric Tons Moved

•   전자신문: [이슈분석] 삼성전자, 코로나19에도 선전한 상반기…하반기 수익성 더 높인다

•   전자신문: [이슈분석] LG전자 '가전의 힘'…하반기 성장 주력

•   ZDNet Korea: 삼성·SK, 3Q 반도체 수요 전망 쾌청…변수는 '재고'

•   디지털데일리: 코로나19 휩싸인 디스플레이…애플 ‘있는’ 삼성D·‘없는’ LGD 희비

•   Phone Arena: We may finally know the Samsung Galaxy Z Fold 2 5G release date and price

•   Inside EVs: 24 Million EVs Is The Limit For Current U.S. Power Grid Until 2028

•   Inside EVs: BMW's Chinese JV To Use Eve Energy Batteries

•   Inside EVs: Panasonic To Boost Energy Density Of Batteries For Tesla By 20%

•   로봇신문: 제10회 물류산업대전, 30일 성황리에 폐막

•   로봇신문: 호텔, 코로나19 팬데믹으로 로봇서비스에 눈뜨다

•   Nikkei Asian Review: Japan group to bring quantum computers to the workplace

•   Nikkei Asian Review: Tokyo asks restaurants to close early as cases hit new daily high

•   Nikkei Asian Review: Twin storms batter struggling Nissan-Renault-Mitsubishi alliance

•   Mainichi: Japan economy failed to reach 73-month post-war growth record: gov't panel

•   Mainichi: Japan sees 4.5% economic shrinkage for FY 2020 due to pandemic

•   Mainichi: Toyota group leads global vehicle sales in Jan.-June

•   Livemint: Global  companies  gain  from  anti-China  tilt

•   Folha de S.Paulo: Brazil Reaches 90 thousand Deaths by Covid-19

•   Jakarta Post: PLN profit nosedives by 96 percent amid foreign exchange losses

[Opinions]

•   Project Syndicate(Harold James): No Europe Without the Rule of Law

•   Project Syndicate(Andrei Kolesnikov): The Caudillo of the Kremlin

•   Project Syndicate(Thomas R. Pickering et al): Peace at Last for Yemen?

•   FT(Philip Stephens): A cold war does not answer China’s challenge

•   FT(Edward Luce): A coronavirus vaccine could split America

•   FT(Donna Kilpatrick): A farming revolution is what we need in this crisis

•   WSJ(Joseph C. Sternberg): Europe Turns America Into a Bad Example on Fiscal Policy

•   WSJ(Phil Gramm): The Biden-Sanders Manifesto

•   NYT(Linsey C. Marr): Yes, the Coronavirus Is in the Air

•   WP(Editorial Board): Trump cannot move the vote. But he can undermine our trust in it.

•   WP(Fareed Zakaria): The covid-19 crisis exposes the limits of a reality-TV presidency

•   Bloomberg(Mohamed A. El-Erian): GDP and Jobless Data Reinforce Need for Relief Bill

•   Bloomberg(Daniel Moss): Covid Mini-Lockdowns Can't Avoid Economic Pain for Asia

•   Bloomberg(Conor Sen): The U.S. Can't Import Its Way to Economic Prosperity

•   Bloomberg(Noah Smith): Intel Emerges as Symbol of Big Tech’s Decline

•   Bloomberg(John Authers): Villain No. 1 Stands Out Among Market Suspects

•   Bloomberg(Cass R. Sunstein): Democracy Is the Loser of Trump’s Vote-Delay Ploy

•   Bloomberg(Tim Culpan): Samsung Faces a Darwinian Moment in Its Biggest Business

•   Bloomberg(Faye Flam): The U.S. Can Control Covid Without a Second Lockdown

•   CNN(Douglas Brinkley): Sorry, Donald Trump: The 2020 presidential election is on

•   CNN(Michael Linden): The argument for cutting the $600 unemployment benefit doesn't add up

•   MarketWatch(Rex Nutting): The government clearly kept the economy afloat in the second quarter, so why are Republicans in a rush to pull the support away right before the election?

•   Robotics & Automation News(Mei Tao): Opinion: A coronavirus-induced acceleration of robotics and automation is happening in China

•   매경(최재영): 구리 박사 vs 코코아 선생, 경기를 보는 두 지표

•   서경(사설): 우리가 갈 길은 '부강한 스마트 국가' [서울경제 창간 60주년 사설]

Business Intelligence Monitor 200730

(Introduction)

[Markets]

•   Global: Stocks gain and dollar falls as Fed keeps rates near zero

•   US: Kodak shares rise nearly 1,500% on Covid drug loan deal

•   US: Qualcomm soars after striking patent deal with Huawei

•   한국: 외국인은 사고 기관은 팔고…코스피, 0.27% 상승 마감

•   Metals: Copper prices steady ahead of Fed policy decision

•   Grains: Corn to one-month low as mild U.S. weather favors crops

[Indicators]

•   글로벌 6월 스마트폰 판매: 글로벌 스마트폰 판매량 33%↑... 회복세 완연

•   US Jun. Goods trade balance: U.S. Merchandise Trade Gap Narrows for First Time in Four Months

•   US Jun. Pending home sales: U.S. Pending Home Sales Exceed Forecast as Mortgage Rates Fall

•   US Weekly Mortgage rates·applications: Lower weekly mortgage demand hints at a possible pullback by first-time homebuyers

•   US Benchmark rates: Fed Maintains Stimulus Commitment as Economic Outlook Dims

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Parsing the Fed: How the July Statement Changed From June

•   한국 5월 인구동향: 올해 인구감소 '확실'… 혼인은 21%나 감소

•   한국 7월 아파트 가격: 잇단 규제책에도 서울집값 치솟고

•   한국 7월 BSI: 7월 기업심리, 3개월 연속 개선…한은 "회복세 탔다"

•   Russia Q2 Household savings rate: Russian Savings Jump During Coronavirus Crisis

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Leads the Globe as Coronavirus Deaths Pass 150,000, Hospitalizations Rise

•   WSJ: Democrats Reject Trump’s Push for Short-Term Coronavirus Aid Deal

•   WSJ: Congress Seeks to Fix $120 Billion Tax Snafu

•   WSJ: Learning to Live With Coronavirus Risk

•   WSJ: Is $600 a Week in Extra Jobless Aid Keeping Workers on the Sidelines?

•   WSJ: Small-Business Disaster Relief Program Target of Fraud, Watchdog Says

•   WSJ: Newsletter: Stimulus Plans

•   WSJ: GE Hit by Steep Decline in Jet-Engine Business

•   WSJ: GM Posts Quarterly Loss but Beats Analyst Estimates

•   WSJ: Boeing Plans Deeper Job, Production Cuts

•   NYT: An Extra $600 a Week Kept Many Jobless Workers Afloat. Now What Will They Do?

•   NYT: Oil and Gas Groups See ‘Some Common Ground’ in Biden Energy Plan

•   WP: Who should get a coronavirus vaccine first?

•   WP: Trump says he has not spoken to Putin about alleged Russian bounties on U.S. troops

•   FT: Big Tech bosses told they have ‘too much power’

•   FT: US to pull almost 12,000 troops out of Germany

•   FT: UK-Japan trade talks to run past July deadline

•   FT: Consumer borrowing is rising again, says Bank of England

•   FT: Retailers and landlords do battle over the future of leases

•   FT: US Treasuries: the lessons from March’s market meltdown

•   Bloomberg: Americans Aren’t Making Babies, and That’s Bad for the Economy

•   Bloomberg: Indonesia’s Plan to Expand Biodiesel Output Delayed by Covid-19

•   Bloomberg: U.S. Is About to Unveil the Ugliest GDP Report Ever Recorded

•   Bloomberg: Two ECB Officials Set High Bar for End to Crisis Stimulus Plan

•   Bloomberg: Brazil Reports Almost 70,000 New Covid Infections in Record Day

•   Bloomberg: EU Wonders If Not Being Trump Is Enough In Dealing With China

•   Bloomberg: Euro-Area Furloughs May Only Have Delayed Virus Jobs Damage

•   Bloomberg: Defaults Won’t Stop Funding Frenzy Started by Central Banks

•   Bloomberg: Japan’s Long-Term Rating Outlook Cut to Negative by Fitch

•   Bloomberg: Fuel-Cell Firm Stages Comeback 20 Years Later With Help of China

•   Bloomberg: WTO Agrees to Mediate Japan, South Korea Electronics Dispute

•   Bloomberg: Negative-Yielding Corporate Bonds Are All the Rage in Argentina

•   Bloomberg: America Is Burning the Least Coal Ever With Virus Sapping Demand

•   Reuters: EU executive signs remdesivir deal with Gilead

•   Reuters: China reports 101 new coronavirus cases for July 28, highest since mid-April

•   Reuters: How the coronavirus is crushing credit ratings

•   Reuters: Exclusive: White House to lure U.S. firms to Latam from Asia in nearshoring drive, senior adviser says

•   Reuters: German economy growing by 3% q/q after pandemic slump - DIW

•   Reuters: Lower weekly mortgage demand hints at a possible pullback by first-time homebuyers

•   Reuters: Vaccine nationalism': Is it every country for itself?

•   Reuters: India's gloomy outlook darkens, recovery path in doubt: Reuters poll

•   CNBC: WHO warns that waiting to achieve herd immunity to the coronavirus will kill a lot of people

•   CNBC: China’s Tencent is now bigger than Facebook after adding around $200 billion to its value this year

•   CNBC: Iran fires missiles at mock U.S. Navy ship in drill, American bases go on alert

•   CNBC: Apple’s China iPhone sales jump 225% in the second quarter as recovery continues, research shows

•   CNBC: Coronavirus stimulus: Voters support enhanced unemployment, CNBC/Change poll finds

•   CNBC: Elon Musk says DeepMind is his ‘top concern’ when it comes to A.I.

•   CNBC: Jim Cramer: Charts show gold prices are nearing a peak

•   MarketWatch: Dr. Fauci recommends wearing goggles to prevent catching the coronavirus

•   SCMP: Vietnam remains cautious as US pledges help in South China Sea

•   SCMP: Australia surpasses Mongolia to become China’s top source of coking coal

•   SCMP: AIIB will remain ‘apolitical institution’ despite China-India tensions

•   SCMP: Tech hub Shenzhen barely avoids economic contraction in first half of year

•   Global Times: Reality Check of US Unilateral Demand for China to Close Consulate-General in Houston

•   매경(P1): 與, 주택 임대차3법 강행처리

•   매경: 임대차법 소급 적용…오래된 세입자도 2년 계약연장 가능

•   매경: "전세물건 줄어 가격 오르고 월세 늘듯…집없는 서민만 피해"

•   매경: 노도강·금관구 소형아파트도 평균 4억…규제가 올린 집값

•   매경(P1): 서울 오르자 경기도 아파트 `패닉바잉`

•   매경(P1): [단독] "다중대표소송 도입땐 기업 소송 4배로 늘것"

•   매경: 삼성전자株 400억사면 7개 자회사에 소송…투기자본 놀이터 될라

•   매경: 해외선 일본만 다중대표소송제 도입…자회사 100% 소유한 모회사로 한정

•   매경: 지배구조 개선한다는 `박용진法`…기업 사냥꾼에 먹잇감만

•   매경: "반도체 국산화 아직 20% 수준…中추격 대비해야"

•   매경: 은행 내달 위험업종 대출 줄인다…`코로나 부실` 차단

•   매경: 적자수렁에도…SK이노 "車배터리 투자확대"

•   매경: 지자체 `묻지마 민자사업`…주민이 제동건다

•   한경(P1): 공정위 고발 남발에 기업 '만신창이'…정작 기소율은 30% 불과

•   한경(P1): 삼성전자, 평택에 반도체 공장 세 곳 더 짓는다

•   한경: "물 확보 못해서"…비상 걸린 삼성·SK하이닉스의 초격차 전략

•   한경: [단독] 작년 15%↑ 올해 21%↑…수도권 주택 '5조 재산세 폭탄'

•   한경: "집주인 5년간 살아라"…전셋값 불지르는 규제 쏟아진다

•   한경: "문재인 정부, 사회적 대화서 민주노총은 제외한다"

•   한경: 1억弗 이상 수출 11社 줄고…1000만弗 이상은 130곳↓

•   한경: "우리도 집 한 채만 남겨야 하나"…중앙부처 과장들 커지는 고민

•   한경: 투자 손실에도 계속되는 '달러 사자' 열풍

•   한경: 은성수 "아시아나 매각 무산 땐 기간산업안정기금 신청 가능"

•   한경: 삼성 "저전력 메모리, 화력발전소 2.5기 대체 효과"

•   한경: 내년 CES 온라인으로…고민 빠진 전자업계

•   한경: 세계 1위 美스트라이커, 한국 공략 본격화…뜨거워지는 인공관절 수술로봇 시장

•   한경: 삼성물산 시공능력 1위…기술평가는 현대건설 '최고'

•   서경(P1): [단독]해외자원개발 재시동···가스公, 신규투자 한다

•   서경: 경기둔화·저유가에 알짜매물 쏟아져..."해외자원개발 골든타임"

•   서경: [글로벌 자산별 올 성적표]金 26% 1위·원유 -31% 꼴찌···채권수익률, 주식 앞질러

•   서경: "코로나 장기화에 현금부터 챙겨라"...5월 통화량 증가분 60% 기업대출

•   서경: 주택공급대책 발표도 안했는데···태릉 이어 상암DMC도 주민 반발

•   서경: 한경연 “올 국가채무비율 5.4%P↑···IMF 때보다 급격한 상승”

•   서경: 흔들리는 인텔, 자율주행으로 반격 나섰다

•   서경: "대형 경기민감株로 선순환...코스피 2,300 넘볼듯"

•   서경: 다섯달 만에...삼성전자 이익전망 늘었다

•   서경: [단독] 은평 44건 중 72%가 최고 거래..'7·10 대책'에도 거래 절반 신고가

•   조선(P1): "탈원전, 대선공약이라고 국민 합의냐" 감사원장의 소신

•   조선: 코로나 5개월간 대기업 직원 1만2000명 줄었다

•   조선비즈: 인력난에 무너지는 中企… "외국인 근로자 입국 시급"

•   IT조선: 돌연변이' 테슬라, 韓 배터리 쥐락펴락

•   중앙: [현장에서] 검찰의 시간 3년6개월, 삼성수사 이젠 결론내야할 때

•   동아(P1): [단독]北, 7월 4일 美독립기념일에 순항미사일 쐈다

•   동아(P1): [단독]한미, 탄도미사일 사거리 제한도 해제 논의 시작

•   동아: [단독]국회, 세종시 이전 유력후보지는 호수공원 옆 50만㎡ 규모 용지

•   문화: 수도이전에 기업들 본사도?…“수도권 집값 잡으려다 기업경쟁력 잡을라”

•   세계: 온실가스 대책 빠진 ‘회색 뉴딜’… 석탄발전사업은 ‘진행형’ [지구의 미래]

•   세계: 석탄사업 접는 유럽… "14개국 2030년까지 탈석탄 완료" [지구의 미래]

•   경향(P1): “중저가 부동산 재산세율 인하”

•   머니투데이(P1): 코로나19 외환 소방수 '한미 통화스와프'…이대로 퇴장?

•   머니투데이(P1): [단독]자존심 접은 日…공들이던 슈퍼컴에 '삼성전자 D램' 장착

•   머니투데이: 삼성전자부터 줍줍…'약달러' 외국인 더 들어온다

•   머니투데이: [단독]'갤럭시Z 폴드2'도 톰브라운 에디션...패키지 400만원

•   더벨: 신한 품에 안긴 네오플럭스, 투자활동에 변화 있을까

•   더벨: 두산 수소사업은 '물류'까지 내다본다

•   헤럴드경제(P1): 고령취업자 16만 늘었지만 청년층은 18만 줄어들었다

•   파이낸셜뉴스(P1): 증시·부동산에 베팅.. 역대 최대급 빚투자

•   파이낸셜뉴스: 공인중개사들 "하반기 매매·전세·월세 모두 오를 것" [숨죽인 전월세 시장]

•   디지털타임스(P1): 中 콧대꺾은 LG화학, 상하이GM에 배터리 공급

•   디지털타임스(P1): 신생기업 비중 11% 불과… 생산성·고용률↓

•   이데일리(P1): 특고 대량해고 우려에 고용보험 확대 삐끗

•   이데일리(P1): [반도체시장 지각변동]떠오르는 인텔·TSMC 동맹..흔들리는 삼성 '초격차 전략'

•   이데일리: [반도체시장 지각변동]TSMC 파운드리 장악 속도..삼성전자 '비전 2030' 먹구름

•   이데일리: [반도체시장 지각변동]삼성전자, 추가 증설·M&A 향방 촉각

•   이데일리: [반도체시장 지각변동]1%도 안되는 韓 정부 지원금..中·美 대비 턱없이 낮아

•   이데일리: “부동산시장 망쳐놨다” 들끓는 조세 저항…8월도 집회 러시

•   이데일리: 미국 정부 압박에도 불경기에 뜨는 화웨이 장비

•   이데일리: 반도체·車·은행…50곳 중 22곳 '어닝서프라이즈'

•   연합: 필리핀, 원자력발전소 건설 사업 재개 검토

•   뉴시스: 중소기업 도면 탈취' 두산, 法 "기술유용"…과징금은 감액

•   뉴시스: 경남기후위기비상행동 "삼성 석탄발전소 투자 중단해야"

•   이투데이: 최대 60개월 할부…두산인프라코어, 美서 파격 행사 진행한 이유는?

•   EBN: 두산인프라코어, 연내 매각 가능할까

•   뉴스투데이: 두산 자구안 착착진행…‘박정원의 큰 그림’ 가시권으로

•   프레시안: 김정호 "두산重 부실, 文정부 탈원전 때문 아냐"

•   reNews: GE Renewable Energy losses widen

•   에너지경제: 한국판 뉴딜 선도' 남부발전, 2024년까지 4조3000억원 투자

•   에너지경제: 한전 경영실적 악화, 탈원전 탓' 팩트체크 해보니...

•   에너지데일리: 중동국가들의 대규모 재생에너지 확대 ‘주목’

•   에너지데일리: 원전해체' 핵심기술 실용화 '순항'… 2단계 돌입

•   KHL: Construction industry 2025

•   Equipment Journal: Commemorative Cat D6 dozer heads to Canada - Equipment Journal

•   MINING.com: Chile government rejects Codelco privatization

•   CNET: Samsung Galaxy Z Fold 2 5G leak shows a punch-hole display

•   전자신문: 하반기 TV 패널 출하량 반등…가격 상승은 제조사에 부담

•   전자신문: 한수원, '30MW급 대형 수력 발전 설비' 국산화 착수

•   Phone Arena: Apple's third quarter results could hold the key to iPhone 12 launch date

•   Phone Arena: Samsung remains on top in Europe where smartphone sales declined 24% during Q2

•   Phone Arena: MWC 2021 is definitely happening, but it might go digital like CES 2021

•   Hannover Messe News: Industrial Transformation – is Europe on the right way?

•   Robotics & Automation News: Electric vehicle market defies coronavirus threat

•   Robotics & Automation News: Volkswagen opens up its ‘Industrial Cloud’ to other manufacturing and technology companies

•   Robotics Tomorrow: Q4 2020 Trend: Immediate Delivery Autonomous Forklifts

•   Cobot Trends: Productive Analytics enables OB7 cobot users to monitor status in real time

•   Nikkei Asian Review: Japan logs over 1,200 new COVID cases, now nationwide

•   Nikkei Asian Review: Suu Kyi courts Japan investment with new economic zone

•   Nikkei Asian Review: Tokyo cannot bear cost of business closures as COVID-19 cases surge

•   Nikkei Asian Review: Japan GDP to contract mid-4% range in FY2020: government

•   Livemint: Covid-19 recoveries in India cross 1 million

•   Livemint: Govt to ease borrowing cap in relief for discoms

•   Jakarta Post: Indonesia raises $1.5b from government bonds to fund fiscal deficit

•   Jakarta Post: Government mulls introducing more measures to curb imports

•   Myanmar Times: Myanmar elections 2020: What businesses should know

•   Myanmar Times: Large hydropower projects to continue in Myanmar: Govt

[Opinions]

•   Project Syndicate(Nouriel Roubini): Revisiting the White Swans of 2020

•   Project Syndicate(Andrew Sheng, Xiao Geng): The Economic Costs of National Security

•   Project Syndicate(Vali Nasr, Ariane Tabatabai): China Plays the Iran Card

•   Project Syndicate(Sławomir Sierakowski): Europe Bails Out Its Populists

•   FT(Editorial Board): Turkey needs a new approach to the lira

•   FT(Janan Ganesh): The contrasting world views of Donald Trump and Mike Pompeo

•   FT(Gillian Tett): ETFs are the canary in the bond coal mine

•   FT(David Gardner): Wary US watches for signs of Chinese-Iranian alliance

•   FT(Izabella Kaminska): Antique Chinese bonds are now in play

•   FT(Diana Choyleva): This surge in Chinese stocks is not like the last one

•   FT(Pascal Blanque): Market narratives fail to factor in Covid-19 endgame

•   WSJ(Jason L. Riley): It’s Getting Late Early for the Trump Re-Election Effort

•   WSJ(Jamie Metzl): How to Hold Beijing Accountable for the Coronavirus

•   WP(Editorial Board): By threatening unemployment benefits, Republicans risk sending the economy over a cliff

•   Bloomberg(Tim Duy): The Fed Is Juggling Stimulus Past and Future

•   Bloomberg(Brian Chappatta): Fed Is Content to Let Sleeping Bond Traders Lie

•   Bloomberg(John Authers): Robin Hood Is Pillaging the Sheriffs of BlackRock

•   Bloomberg(Robert Burgess): U.S. Troop Withdrawal From Germany Is a Mistake

•   Bloomberg(Brooke Sutherland): Boeing and GE Comebacks Get a Covid Setback

•   Bloomberg(Anjani Trivedi): The Latest Electric Car Hurdle: What if You Can’t Resell It?

•   Bloomberg(Clara Ferreira Marques): Rio Tinto Can Stay Stuck in a Profitable Rut, For Now

•   매경(양성모): 코로나 아니었으면 상상도 못했다…온라인서 중장비 사고파는 시대

Business Intelligence Monitor 200729

(Introduction)

[Markets]

•   Global: Equities dip, safe havens rise as U.S. stimulus talks stall

•   Global: King dollar's decline ripples across the globe

•   한국: 코스피, 외국인 매수에 1.76% 상승…2,250 상회

•   Turkey: Attempt to steady the currency has eroded country’s foreign exchange stockpiles

•   Metals: Copper rises as stockpiles fall and industrial activity rebounds

•   Grains: Corn to 1-month low, soy futures dip on U.S. crop prospects

[Indicators]

•   US Q2 Homeownership rate: U.S. Homeownership Rate Soars to Highest Level Since 2008

•   US May Case–Shiller home price index: U.S. Home-Price Growth Decelerated in May

•   US Jun. Construction employment: US construction employment increases amid uncertainty

•   US Jul. Consumer confidence index: U.S. Consumer Confidence Retreats on Diminished Expectations

•   Spain Q2 Employment: Spanish job losses hit record high in second quarter

•   한국 상반기 기업 직접금융 조달실적: 상반기, 주식·회사채 91.5조 발행…작년 상반기 보다 3.2조 줄어

•   한국 6월 무역지수 및 교역조건: 6월 수출량 1.4%↓·수출액 10.5%↓…반도체는 2개월 연속 증가

•   한국 7월 소비자동향: 소비자심리지수 3개월째 반등…주택가격전망 지수는 역대 두번째

•   India Weekly Employment: Rural joblessness rate up for second straight week

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Infections Fall Below 60,000 for Second Straight Day

•   WSJ: Will There Be Second Stimulus Check Due to Covid-19?

•   WSJ: Trump Retweets Attacks Against Fauci on Coronavirus Policy

•   WSJ: After Reopening, Coronavirus-Hit States Chart Their Own Paths to Close Up Again

•   WSJ: Seattle, Portland Return to Calm After Violent Weekend

•   WSJ: Fed Extends Lending Programs Through December

•   WSJ: Newsletter: What Are Markets Saying About the U.S. Recovery?

•   WSJ: Chip Maker AMD Raises Sales Outlook as Intel Battle Heats Up

•   WSJ: Could You Have Covid-19? Soon Your Wearable Might Tell You

•   WSJ: Pfizer Foresees Lasting Demand for Covid-19 Vaccine

•   WSJ: CES Will Be Online Only in 2021, Opting Against Las Vegas Showcase

•   WSJ: Kodak Shifts Into Drug Production With Help of $765 Million U.S. Loan

•   NYT: Barr Testimony: Highlights of Combative Hearing on Protests, Stone Case and More

•   NYT: Here Are the Differences Between the House and Senate Coronavirus Relief Bills

•   WP: Biden announces plans to boost black and Latino finances

•   WP: Rocky roll-out for GOP coronavirus bill as McConnell disavows key White House ask, multiple Republicans revolt

•   WP: GOP coronavirus bill replaces money for Pentagon projects Trump raided for border wall

•   WP: Europe scrambles to avoid a second coronavirus wave, as infections rise

•   WP: Biden says he will pick running mate by end of next week

•   FT: Europe battles to contain surge in Covid-19 cases

•   FT: Moderna pitches virus vaccine at around $50-$60 per course

•   FT: Boris Johnson warns of signs of coronavirus second wave in Europe

•   FT: China records biggest one-day rise in coronavirus cases since March

•   FT: US coronavirus surge to dominate Fed meeting

•   FT: ECB tells eurozone banks not to pay dividends until January 2021

•   FT: What is Silicon Valley’s plan in India?

•   FT: Tory MPs push businesses to reopen offices

•   FT: UK businesses borrow £50bn in state-backed coronavirus loans

•   FT: Ending UK furlough scheme will fuel unemployment, think-tank warns

•   FT: Key questions on UK’s controversial quarantine policy

•   FT: China’s newest equity market gets off to a stumbling start

•   FT: ‘They want us to leave’ — foreign workers under pressure in the Gulf

•   FT: Climate change: will coronavirus hasten the demise of Poland’s coal?

•   Bloomberg: Moderna Vaccine Protects 16 Monkeys From Virus; 30,000 Humans Await

•   Bloomberg: Goldman Warns the Dollar's Grip on Global Markets Might Be Over

•   Bloomberg: Hong Kong Faces Worst Wave of Virus, But It Can’t Just Lock Down

•   Bloomberg: Flaring Virus Threatens World Economy’s Sputtering Recovery

•   Bloomberg: China’s Covid-19 Rebound Lost Momentum in July as Consumers Wary

•   Bloomberg: Global Growth Potential Tumbles as Jobless Spikes, Fitch Says

•   Bloomberg: Stimulus Talks Take Pessimistic Turn Over Liability Protections

•   Bloomberg: Three Scenarios Emerge in U.S.-China Chess Match at the WTO

•   Bloomberg: The Next WTO Chief Treads a Fine Line Between the U.S. and China

•   Bloomberg: World’s Biggest Soy Exporters Hit by Virus Spread in Argentina

•   Bloomberg: Indonesia Unions Decry Import of Chinese Workers Amid Job Losses

•   Bloomberg: Toll of Virus, Oil on Saudi Budget Laid Bare With Revenue Plunge

•   Bloomberg: Emerging Markets Approach Awful August With Complacency

•   Bloomberg: India’s Animal Spirits Remain Fragile Despite Economy Reopening

•   Bloomberg: Sweden Unveils ‘Promising’ Covid-19 Data as New Cases Plunge

•   Bloomberg: Indian Tech Moguls Urge Modi To Be Tougher on Chinese Rivals

•   Bloomberg: U.K. House Prices Seen Growing as Much as 3% for Rest of 2020

•   Reuters: Hydrogen champion Hyundai races to electric as Tesla takes off

•   CNN: The world's 'best department store' is shedding 14% of its staff

•   CNN: Last quarter was probably the worst on record for the US economy

•   CNN: 14 charts that show the US economic recovery is stumbling

•   CNBC: Bill Gates: There could be a 'substantial' reduction in coronavirus death rate this year

•   CNBC: How modular buildings put together in factories could play a role in the cities of the future

•   CNBC: 25% of cars in U.S. are at least sixteen years old -- record high

•   CNBC: Coronavirus making income inequality worse, this is what leaders can do

•   CNBC: Nobel laureate Paul Krugman sees ‘mania’ by stocks investors, driven by a ‘FOMO’ market

•   Hill: 21 states now in federal 'red zone' for serious coronavirus outbreaks: study

•   SCMP: Beijing walks the foreign policy tightrope with Washington

•   SCMP: China’s gold consumption ‘fell significantly’ in 2020 due to coronavirus

•   SCMP: China should postpone key 2020 economic goal, ex-official says

•   SCMP: China turns net steel importer in June as economy recovers from virus

•   Global Times: China boosts investment in key fields to buoy recovery

•   매경(P1): 전월세신고제 내년 6월로 미뤄 시행…임대차 3법 결국 `삐걱`

•   매경: 신규계약자 전월세 급등 불보듯…1년간 임대시장 혼란 예고

•   매경: 당정 "강남재건축 용적률 상향 검토"…지분형 `반값 아파트` 내놓나

•   매경: [단독] 공공재건축때 기부채납…임대 대신 분양도 허용

•   매경: "임대차3법 시행전 5%이상 올린 전세금 돌려줘야 하나"

•   매경: 슈퍼여당 `부동산법` 단독 의결…野 "靑 하명받고 국민 기만"

•   매경(P1): 달러 약세에…주식·금·원자재 뛴다

•   매경: 신흥국으로 넘어오는 달러…외국인 이달 삼성전자 2.3조 매수

•   매경: `빚투` 사상 첫 14조 돌파…과열 경고음

•   매경: "美경제지표 반등前까진 달러 약세 지속"

•   매경: 안전자산 金·銀, 실물지표 구리·철광석도…불안한 동반 급등

•   매경: "금값 2000弗 넘을것" "매도 쏟아지면 급락 가능성"

•   매경: "금 캐러간다" 채굴업체 주가도 상승

•   매경(P1): [단독] 두산모트롤 팔린다…우선협상자 2곳 선정

•   매경: [단독] 두산, 자산매각 순항…`3兆 자구안` 가시권

•   매경: 특고 등 회색지대 근로자 급증…새로운 `근로계약법` 만들때 됐다

•   매경: 한국에만 있는 통상임금 소송

•   매경: ‘1인 1스마트글라스` 시대가 온다

•   매경: 코로나로 해외 엔지니어 못와도…AR글라스 쓰고 공장 정비

•   매경: 양도세 이연제 언급한 홍남기 "1주택 稅완화 위해 한때 검토"

•   매경: 홍남기 "증여세 세무조사 면제기준 강화 검토"

•   매경: "임대 집착 말고 분양 늘려야…빈 상가·사무실을 주택으로"

•   매경: 정부 규제에도…10명중 6명 "하반기 서울 집값 상승"

•   매경: "애플 신형아이폰에 LGD 올레드패널 채택"

•   매경: `적과의 동침`…통신 3사, 5G 기지국 공동 구축한다

•   한경(P1): 삼성 28년 독주 '기로에 섰다'…요동치는 글로벌 반도체 시장

•   한경(P1): "외국인 다시 바이 코리아…지금은 주식비중 늘릴 때"

•   한경: "전세계 유동성 넘쳐, 주가 더 오를 것…BBIG 재상승 기대"

•   한경: "MS 실적은 경기 지표"

•   한경: 1억 있으면 어디에 투자할까요?…"주식 비중 60% 이상으로 늘리고 金도 사라"

•   한경(P1): [단독] 기업들 외국서 번 돈에 세금…지자체 '엉터리 징세' 제동

•   한경(P1): 만물상' 네이버, 대출까지 한다

•   한경(P1): [단독] 서울서 10만 가구 공급…강남에 1만6천 가구 풀린다

•   한경: "일본 추월한 삼성 비결은 과감한 베팅"…권오현 "삼성 강점은 총수 경영"

•   한경: 9만불 vs 18만불…한국車 생산성 '獨의 절반'

•   한경: 아시아나 '매각 무산→국유화' 수순 밟나

•   한경: 두산 계열 VC 네오플럭스, 신한금융지주 '품으로'

•   한경: 매각 앞둔 두산솔루스, 동박으로 두둑한 2분기

※   두산솔루스: 2/4분기 경영실적

•   한경: 코스피지수 연중 최고치 근접하자…스마트 개미들, 1조 차익실현

•   한경: 회사채 매입 '지원 사격' 시동 건 SPV

•   한경: 세제개편안, 부동산 간접투자에 '찬물'

•   서경(P1): 묻지마 코로나대출' 금융부실 뇌관 되나

•   서경: 이자 못 갚아도 장부엔 정상...카드대란 '폭탄돌리기' 재연될라

•   서경: 70조 코로나대출 이자상환까지 연장하나

•   서경: 중기 "대출 만기연장, 최소 6개월은 돼야"

•   서경: "종부세 강화, 주택안정 효과 제한적...형평성 논란·조세저항 초래"

•   서경: [단독] 초강력 대책마다 주택거래 ‘폭증’···"과잉규제가 더 꼬이게 했다"

•   서경: [단독] '15억 대출 금지선' 넘은 강동···16억 신고가 찍었다

•   조선: "어민 이익 배치되는 무분별한 해상풍력은 반대"

•   조선비즈: "중국처럼 V자 반등" 외치는 정부, 시장은 中 경제 회복력 의심

•   조선비즈: 反中블록·화웨이 배제 압박…정부, 미중갈등 격화에 대응 원칙 마련

•   IT조선: 주택법 시행령에 발목잡힌 5G, 과기부도 실수 '시인'

•   중앙(P1): 한국 장거리 로켓 개발…고체연료 족쇄 풀렸다

•   중앙: 미사일 족쇄 풀어준 미국, 숨은 청구서는 방위비 분담금?

•   문화: 4대문內 용적률 1250%로 올려 임대주택?… 민간조합은 난색

•   문화: “유휴지 임대주택·3기 신도시 물량확대 결사반대”

•   문화: <10>전세계 ‘코로나 백신 개발’ 현황·전망

•   한국(P1): 한국 몰려오는 日 소재 기업들 "수출규제 탓 우리가 죽겠다"

•   한겨레(P1): 한국 온난화 속도, 전세계 평균보다 2배 넘게 빠르다

•   경향: “월성원전 맥스터 증설, 울산시민 의견도 반영해 달라”

•   머니투데이(P1): 세계 최초, 수소로 16만 가구 쓸 전기가 '펑펑'

•   머니투데이(P1): 민주노총·임금고용 빅딜'…알맹이 쏙 빠진 노사정 협약

•   머니투데이: ‘땅 위의 인공태양’ ITER 본격 조립…韓진공용기 미래에너지 첫 관문 열다

•   머니투데이: 삼성SDI의 자신감…"전기차배터리 내년 흑자전환"

•   머니투데이: "경제성 있었다고?"…원전 생태계 기업들 '월성1호기' 왜 주목하나

•   더벨: ㈜두산 수소사업, 아직은 '성장통'

•   헤럴드경제: 소득세, 세수 비중 올 30% 넘는다

•   헤럴드경제: 말로만 세수확보…세제혜택 ‘십중팔구’ 일몰연장

•   헤럴드경제: 전기추진·수소연료전지…친환경선박 '대항해시대' 키를 쥐다

•   파이낸셜뉴스: 무역 넘어 기술·금융·외교·안보까지.. 美 대선 후에도 성역없는 전쟁될 것 [ '미·중 갈등 증폭' 전문가 지상대담]

•   파이낸셜뉴스: 에너지공단, 풍력에 대한 ‘오해와 편견’ 바로잡는다

•   아시아경제(P1): 車 노사 "임단협 협상 주기 2~3년 이상 늘려야" 위기 속 공감대

•   아시아경제: 그린 뉴딜' 성과내는 발전사들

•   디지털타임스(P1): 묶여버린 4만 가구… `공급절벽` 현실화

•   이데일리: 대기업 지주회사 CVC 도입 초읽기…외부자금 차입 일부 허용 가닥

•   이데일리: ‘월성 1호기 조기폐쇄’ 감사 논란···핵심 쟁점은

•   뉴시스: 산업부 "2034년까지 원전 점진적 감축·재생에너지 확대"

•   CEO스코어데일리: 두산인프라코어, 사업 순항에 몸값 상승 기대감도 ‘쑥’

•   프라임경제: 한수원 노조 "십년 뒤 3000명이 원전 떠날수 있어"

•   더구루: 체코 정부, CEZ 두코바니 원전 계약 2건 체결…입찰 시동

•   더구루: [단독] 헝가리 장관, 삼성·SK·두산·한국타이어 연쇄 회동…추가 투자 논의

•   reNews: UK offshore wind ‘to hit negative-subsidy from mid-2020s'

•   에너지데일리: “해외 석탄발전사업 못하게 한다”

•   KHL: Construction sales in China to rise 14%

•   KHL: Cat’s 313 excavator features next gen tech

•   Equipment Journal: Doosan Bobcat and Green Machine partner to produce electric excavators

•   MINING.com: Indonesia moving up the mining value chain – report

•   전자신문(P1): 스마트제조 2.0 시대...'연결의 힘'으로 제조혁신 고도화 이끈다

•   전자신문: [이슈분석]완전히 새로운 갤럭시가 공개된다(A Whole New Galaxy Unpacked)

•   전자신문: 한전, 해상풍력에 1300억 우선 투자…"대규모 접속망 선제 구축"

•   디지털데일리: 코로나19로 엇갈린 2분기…삼성전기 ‘울고’ LG이노텍 ‘웃고’

•   Phone Arena: Here is what Apple is doing to reduce its reliance on Samsung

•   Phone Arena: Galaxy S20 suffered at the hands of A series in Q2 2020, will iPhone SE do the same to iPhone 12?

•   Phone Arena: Apple iPhone 12 price will be key to sales growth in H2 2020: report

•   Phone Arena: Apple's China hopes are looking up after a solid Q2 and the upcoming 5G iPhone 12 launch

•   Inside EVs: Scientists Eliminate Cobalt From Cells By Cleverly Combining Ni, Mn And Al

•   Robotics & Automation News: Reshoring from China to US not a short-term solution

•   Robotics & Automation News: Geek+ partners with Kuecker to offer ‘smart logistics’ across North America

•   Robotics Tomorrow: Intelligent Image Processing Supports Production Workers in Industrial 4.0 Applications

•   Robot Report: Spot robots helping Ford survey Michigan plant

•   Robot Report: Yomi robotic system from Neocis gets FDA approval for full-arch dental implants

•   Dronelife: Drones in Ports and Shipping: the Next Big Market for the Industry?

•   Nikkei Asian Review: Japan says South Korea kneeling statue 'unacceptable' if it's Abe

•   Nikkei Asian Review: Coronavirus stalks Southeast Asia's once-thriving unicorns

•   Livemint: India’s economy not out of the woods yet

•   Livemint: India's first COVID-19 vaccine Covaxin: From trials to test results — key updates

•   Business Standard: Recovery signs are visible, remove uncertainties over mini lockdowns: CII

•   Folha de S.Paulo: China Expands Presence in Agribusiness with Warehouses and Factories

•   Jakarta Post: Government raises 2021 budget deficit to 5.2 percent of GDP

•   Jakarta Post: Indonesia’s stimulus not enough for households to survive pandemic: Survey

•   Jakarta Post: Corruption risk to Indonesia’s infrastructure push: Experts

•   Myanmar Times: Myanmar approves ADB loan, outstanding debt hits K40.8 trillion in 2018-19

[Opinions]

•   Project Syndicate(Robert Muggah): Robert Muggah Says More…

•   FT(Editorial Board): Gold’s rise is a sign of uncertain times

•   FT(Editorial Board): The US-China rift is now about values

•   FT(Robin Harding): Rage against central banks is misdirected

•   FT(Johan Rockström): Why we need to declare a global climate emergency now

•   FT(Jamie Smyth): Industry needs a rare earths supply chain outside China

•   FT(Axel Weber): European banking needs a Big Bang

•   FT(Dan Senor): It is too soon to write off Donald Trump’s election chances

•   FT(Lex): US utilities: nuclear breakdown

•   WSJ(William A. Galston): Portland Is a Problem for Biden

•   WP(Editorial Board): The pandemic has made Europe stronger

•   WP(Greg Sargent): More voters are now saying they expect Joe Biden to win

•   WP(Dan Coats): The new ‘Cold War’ between the U.S. and China is a dangerous myth

•   Bloomberg(Conor Sen): Recessions Usually Are Worse for Men. Not This Time.

•   Bloomberg(Brian Chappatta): Mortgage Rates Hit the 3% Wall. So Now What?

•   Bloomberg(Karl W. Smith): The Case Mitch McConnell Needs to Make on Covid Spending

•   Bloomberg(Lionel Laurent): What Spain Is Telling Us About Second Wave of Coronavirus

•   Bloomberg(Hal Brands): Senate Republicans’ China Policy Is Better Than Trump’s

•   Bloomberg(Mark Gilbert): The Euro’s Ascent Won’t Knock the Dollar Off Its Perch

•   Bloomberg(Mark Gongloff): Mortgage Rates May Not Go Any Lower Than This

•   Bloomberg(Andrea Felsted): Working From Home Is Terrible News for Landlords

•   Bloomberg(Matthew A. Winkler): Socially Conscious Investing Thrives Amid Pandemic

•   CNN(Tina Smith): What McConnell is getting very wrong on the stimulus bill

•   MarketWatch(Nigam Arora): Gold may produce bigger gains than the stock market under this one condition

•   MarketWatch(Mark Hulbert): Here’s the best way to hedge the weakening U.S. dollar and buying gold isn’t the move

•   MarketWatch(Bernard Baumohl): Killing the $600 unemployment benefit is a boneheaded move

•   MarketWatch(Alicia H. Munnell): Don’t cut the payroll tax — let’s help those without a job

•   Nikkei Asian Review(Masaaki Shirakawa): COVID-19's staggering economic impact forces deep macro policy rethink

•   세계(사설): [사설] 탈원전 정책 비판했다고 ‘감사원장 흔들기’ 나선 與