Business Intelligence Monitor 200727

(Introduction)

[Markets]

•   Global: Shares retreat globally on U.S.-China tensions, gold soars

※   Gold jumps above $1,900 an ounce

※   Markets eye escalating U.S.-China tensions

※   Intel’s tumble leads tech stocks lower

•   US: Stock futures rise ahead of big week of earnings, coronavirus stimulus in focus

•   한국: 코스피, 미·중 긴장 고조에 2,200선 힘겹게 유지

•   Metals: London copper set for first weekly loss in 11 weeks on U.S.-China tensions

•   Grains: Soybeans ease on U.S.-China tensions, wheat gains on declining dollar

[Indicators]

•   OECD 4월 전력생산: 코로나 여파로 세계 전력 생산량 14년 만에 최저

•   US Jun. New home sales: New U.S. home sales surge in June to strongest rate in 13 years

•   US·Europe Jul. PMI: Economic Recoveries in U.S., Europe Take Diverging Paths

•   US Q2 GDP Nowcast: Jul 24, 2020: New York Fed Staff Nowcast

•   UK Jun. Retail sales: UK retail spending rebounds to near pre-lockdown levels

•   한국 주간 아파트 가격(부동산114): 속수무책 전셋값

•   India Weekly Foreign reserves: Forex reserves climb USD 1.27 bn to record peak of USD 517.637 bn

•   Russia Benchmark rates: Russia cuts rates to fresh low as Covid-19 impact drags on economy

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: China Orders U.S. to Close Chengdu Consulate as Payback for Houston Move

•   WSJ: Schlumberger Cuts 21,000 Jobs Amid Historic Oil Downturn

•   WSJ: Trump Advisers Still Touting ‘V-Shaped’ Economic Recovery

•   WSJ: Investors Set Aside Coronavirus Worries, Driving a ‘Melt-Up’ in Markets

•   WSJ: Stocks and Recessions: Assessing Recent History

•   WSJ: A Big Unknown in Covid-19 Vaccine Development: How Long Will Protection Last?

•   WSJ: Covid’s Next Economic Crisis: Developing-Nation Debt

•   WSJ: Russian Oil Grab in Libya Fuels U.S.-Kremlin Tensions in Mideast

•   WSJ: Why Growth in the Fed’s Asset Portfolio Has Paused

•   WSJ: Businesses Hit Hard by Pandemic Drive U.S. Jobs Recovery

•   WSJ: Economy Week Ahead: Federal Reserve, Manufacturing, GDP

•   WSJ: Newsletter: ‘In Short, the Crisis Continues’

•   WSJ: At Boeing and Airbus, Finished Airplanes Pile Up

•   WSJ: TikTok Could Be Tougher Target for Trump Administration

•   NYT: C.D.C. Calls on Schools to Reopen, Downplaying Health Risks

•   NYT: How the U.S. Compares With the World’s Worst Coronavirus Hot Spots

•   NYT: Officials Push U.S.-China Relations Toward Point of No Return

•   NYT: The Coronavirus Unleashed Along the Amazon River

•   NYT: Corporate Insiders Pocket $1 Billion in Rush for Coronavirus Vaccine

•   NYT: How Remote Work Will Create Economic Winners and Losers

•   NYT: Once a Source of U.S.-China Tension, Trade Emerges as an Area of Calm

•   NYT: Why a Biden Presidency Could Be Bullish for Stocks

•   NYT: Trump Officials Float Idea of Narrow Bill to Extend Unemployment Benefits

•   WP: Beijing’s summer is more oppressive than usual, but most prefer the heat over the virus

•   WP: U.S. coronavirus deaths top 1,000 for four consecutive days

•   WP: Trump’s week of retreat: The president reverses course as the coronavirus surges out of control

•   WP: America’s global standing is at a low point. The pandemic made it worse.

•   FT: Blame game escalates as Catalonia grapples with second wave of virus

•   FT: India to curb Chinese bids for state contracts

•   FT: Airbus to remove subsidies in attempt to end US dispute

•   FT: EU rescue package: borrowing to prevent a north-south split

•   FT: Investors take stock of Europe’s ‘monumental’ Covid deal

•   FT: Banks across Europe braced for further heavy loan-loss charges

•   FT: Infection surges force countries to curb European travel

•   FT: US oil production wells up after Covid price crash

•   FT: Emmanuel Macron faces tough choice over pension reform

•   FT: Florida passes New York for number of virus cases

•   FT: Critics hit out at ‘stupid’ cuts to EU’s green transition fund

•   FT: UK Treasury and banks in talks on coming wave of bad Covid debt

•   FT: Trump attempts shift in tone on gloomy election polls

•   FT: What tools can the Fed use to support the recovery?

•   FT: Intel’s manufacturing hold-up sends shockwaves through chip industry

•   FT: Investors brace for consumer debt defaults if US relief stalls

•   FT: EU recovery fund deal revives hopes for eurozone banking union

•   FT: UK Treasury draws up plans for infrastructure bank

•   FT: Chinese listings surge on Wall Street despite tensions

•   FT: US equity fund outflows rise above $20bn for the year

•   FT: Risks of failure in $6.6tn forex market at record high, study shows

•   FT: German stocks recover from Covid effects faster than peers

•   FT: The German housing-market exception

•   FT: Trump plays law and order card with Portland crackdown

•   FT: Johnson’s handling of pandemic and Brexit fuels separatist sentiment

•   FT: Argentina’s Peronist president on the virtues of Henry Ford capitalism

•   FT: Anti-corruption drive floundering under Bolsonaro, says ex-minister

•   FT: China plans hybrid assault vessel to strengthen overseas power

•   FT: Climate change: asset managers join forces with the eco-warriors

•   FT: Biden makes gains as Trump loses grip on traditionally ‘red’ Arizona

•   FT: Chile poised to let pensioners withdraw savings early

•   FT: Goldman Sachs settles 1MDB case with Malaysia for $3.9bn

•   Bloomberg: Ray Dalio Warns of U.S.-China ‘Capital War’ That Would Hit Dollar

•   Bloomberg: Covid-19 Cases Soar in Young Adults Bored of Social Distancing

•   Bloomberg: Emerging-Market Traders Defy August Risks to Bet on Strength

•   Bloomberg: Spain Second Virus Wave Swells, Fuels Concern Across Europe

•   Bloomberg: Fed to Debate Dimming Outlook as Virus Surges, Fiscal Help Hangs

•   Bloomberg: Europe’s Economy to Outpace U.S. in Upending of Past Roles

•   Bloomberg: The World’s Supply Chain Isn’t Ready for a Covid-19 Vaccine

•   Bloomberg: Bundesbank President Raises Concerns on EU Stimulus, Funke Says

•   Bloomberg: Donald Trump Election 2020 Campaign Strategy: Latest News

•   Bloomberg: U.S. Escalates Pressure Over Nord Stream 2, Welt am Sonntag Says

•   Bloomberg: German Industry Says Brexit Talks Failure Is ‘Almost Inevitable’

•   Bloomberg: Hungary News: PM Viktor Orban Near Full Control of National Media

•   Bloomberg: Vietnam Covid: Country Has First Local Virus Case Since April

•   Bloomberg: What Happens When a Pandemic Meets a Heat Wave

•   Bloomberg: Duterte’s Political Future Hinges on Philippine Pandemic Rebound

•   Reuters: U.S. economic outlook darkens, job recovery risks reversing: Reuters poll

•   Reuters: Latin America leads world in coronavirus cases, Reuters count shows

•   Reuters: Brazil's Bolsonaro says new COVID-19 test came back negative

•   Reuters: Exclusive: EU eyes COVID-19 vaccines at less than $40, shuns WHO-led alliance - sources

•   Reuters: Exclusive: More than 40 countries accuse North Korea of breaching U.N. sanctions

•   Reuters: China imports more oil from Saudi than any other country in June

•   Reuters: China's soybean imports from Brazil rise to record in June

•   Reuters: China's June U.S. copper concentrate imports hit highest since Sept 2018

•   CNN: India's PM says his country proved the world wrong with its handling of coronavirus

•   CNN: The virus is the boss.' Ex-Obama economist warns pandemic could cause financial crisis

•   CNBC: Global coronavirus cases top 16 million

•   CNBC: U.S. officials would not say if they would close consulate in Chengdu, China

•   CNBC: FBI arrests Chinese researcher for visa fraud after she hid at consulate in San Francisco

•   CNBC: Gig workers are finding it harder to make money as surging unemployment drives up competition

•   CNBC: Many in Beijing still hopeful U.S.-China relations can improve, see current tensions as ‘temporary’

•   CNBC: Coronavirus impact on markets could outweigh U.S.-China tensions in short term

•   CNBC: Building materials powerhouse LafargeHolcim launches its ‘green concrete’ in the U.S.

•   CNBC: Intel chip delay shows exactly why Apple is right to move to Arm

•   CNBC: U.S.-China rhetoric will be scary through election: Jim O'Neill

•   CNBC: Cramer: Major tech stocks may start selling off, but investors should not panic

•   MarketWatch: Here’s what a falling U.S. dollar means for the stock market

•   MarketWatch: Fauci tells MarketWatch his one big lesson from the COVID-19 pandemic — and why he won’t fly or eat out

•   SCMP: China, India forge peace on one border as other frictions emerge in Iran

•   SCMP: China to test millions of city residents for coronavirus

•   SCMP: ‘Blow-up event’ could sink US dollar as debt mounts, ex-IMF official warns

•   SCMP: China warned to prepare for ‘big rise’ in bad loans as risks mount

•   SCMP: China starts pulling monetary stimulus punches as economy rebounds

•   SCMP: Exclusive | EU moves to take action on Hong Kong national security law

•   SCMP: ‘No progress’ in China meeting European demands as deal clock ticks

•   SCMP: US-China trade: negotiators set to hold talks on progress of phase one deal

•   SCMP: Can EU-China trade ties outlast Angela Merkel?

•   SCMP: US officials watching EU-China talks closely for concessions

•   Global Times: Can US clean its own mess instead of assailing China?

•   Global Times: China has more important things to do than engage in a power rivalry with the US

•   매경(P1): 마트·편의점서 은행 예·적금 든다

•   매경(P1): 與 "公기관 100여곳 지방이전"

•   매경: 與, 행정수도 이어 공공기관 이전…부동산이슈 덮고 대선 겨냥

•   매경(P1): 가까스로 `셧다운` 피한 월성 원전

•   매경: 결국 건설 해야했는데…맥스터 증설 4년 허송세월

•   매경: "종부세만 수십억 낼 판"…도심 임대주택 공급하는 사업자 고사위기

•   매경: 소급 안한다면서…양도세 장기보유 공제 결국 축소

•   매경: 서울에 땅 모자라자 인천시장도 불렀다

•   매경: 일자리 욕심에 LCC면허 남발…고용·항공생태계 다 망쳤다

•   매경: 항공업계 동반부실 주범 LCC…대형항공사 점유율만 잠식

•   매경: -3.3% 성장에 놀란 정부…`소비쿠폰 살포` 앞당긴다

•   매경: 갈길 먼 기업활력법…37곳 중 3곳만 성과

•   매경: 2m높이서 떨어져도 안 깨지는 `괴물 글라스` 갤노트20에 장착

•   매경: 해외선 BBB채권 완판…국내선 A급도 외면

•   매경(P1): 서울 주요 역세권 용적률 1000%로 두배 상향 추진

•   매경: 청량리 등 용적률 `핀셋 완화` 유력…고밀도 재개발 물꼬 트나

•   매경: 한국 부동산 거래세 비중 OECD 평균의 3배

•   매경: "5억 로또는 우리 것"…세대간 전쟁터 된 청약

•   매경: 韓銀 "전셋값 더 오를 것"…집값 관련 전망 이례적 발표

•   매경(P1): 아시아나 매각 급제동…HDC현산 재실사 요구

•   매경: 아시아나 발빼기 명분쌓는 HDC현산…`이스타 노딜` 데자뷔

•   매경: 아시아나 매각 무산땐…국유화 후 라이선스 재매각 가능성

•   매경(P1): 구시대 노동법이 `괴물노조` 키웠다

•   매경(P1): 신분증 없어도 블록체인으로 계좌 개설

•   매경: 계좌에 돈 없어도…네이버·카카오페이 30만원까지 후불결제

•   매경: 징용자산 현금화 D-8…해법 못찾는 韓日, 파국 치닫나

•   매경: 日, 금융·수출 `2차보복` 검토…작년보다 고강도 규제 나올듯

•   매경: 반도체업계 “또 불똥튈라” 컨틴전시 플랜 가동

•   매경: 日수출규제 헛발질…韓기업, 脫일본 빨라졌다

•   매경: 유명무실 `리쇼어링`…유턴기업 고용보조금 되레 확줄었다

•   매경: 외국기업 54% "韓노사관계 부정적"…"개선되면 외국인 투자 20% 더 늘것"

•   매경: 코로나에 규제까지…외면받는 건설사 회사채

•   한경(P1): "집값 더 뛴다"…노도강·금관구까지 번진 '패닉 바잉'

•   한경: "몽골 장관도 3채 보유"…'글로벌 안전자산' 된 강남 아파트

•   한경: "3.3㎡에 1억? 싸다"…강남아파트 쇼핑하는 외국인

•   한경(P1): [마켓인사이트] 두산인프라코어, 매각작업 '스타트'

•   한경: 행정수도'가 불지른 세종 집값…5억 이하 매물은 싹 사라졌다

•   한경: 문재인 정부 3년간 종부세 2배 늘어…앞으로 2년간 50% 이상↑

•   한경: 윤관석 "공매도 폐지 어렵다…시가총액 따라 금지 검토"

•   한경: 한물갔다고?…'미래 성장株'로 거듭난 현대차

•   한경(P1): 빌 게이츠 "SK바이오 코로나 백신, 내년 6월부터 생산 기대"

•   한경(P1): [단독] 뉴딜 참여 민간펀드에 稅 혜택…한국형 에퀴닉스 만든다

•   한경(P1): [단독]공공재건축 땐 35층 제한 해제…잠실·은마 50층 길 열리나

•   한경: "우리가 집값 올렸나" 수천명 모여 규탄

•   한경: 분노하는 30대 "서울서 나가든지, 임대주택만 살라는건가"

•   한경: 서울시, 공시가 조사…강북·단독주택도 재산세 오르나

•   한경: "불기소 권고는 '사회적 대타협' 하라는 것…檢, 삼성 수사 멈출 때다"

•   한경: 소·부·장처럼…'제조업 자생력 키우기' 올인

•   한경: 하나·우리, 한국판 뉴딜 10조씩 지원

•   한경: 하반기도 분양 열기 이어갈까…'여순광'서 5200여 가구 공급

※   두산중공업은 왕지동 왕지2도시개발사업지구에서 ‘트리마제 순천’(2417가구)을 공급할 예정

•   서경(P1): [이슈앤워치]公기관 일방적 지방 이전, 국가경쟁력 해친다

•   서경(P1): 김명환 민주노총 위원장 결국 사퇴···반복되는 온건파 위원장 수난사

•   서경: 15% 강경파'에 민노총 전체 휘둘려···대화 나선 위원장 사퇴 반복

•   서경: 김태년 "민노총 참여 안해도 경사노위 차질없이 진행"

•   서경: 민노총 차기 지도부 '좌클릭' 대화보다 투쟁 가능성

•   서경: 용산 용적률 말 바꿔도 ‘5만+α’···결국 교도소 부지도 '수도권 공급폭탄?'

•   서경: 금융허브 한다며 국책은행 지방이전 움직임···시대착오적 발상

•   서경: 인텔 7나노 칩 출시 연기에···삼성 메모리 '뜻밖의 악재'

•   서경: [시그널] 두산인프라코어, 채무상환 위해 315억 전환사채 발행

•   서경(P1): [미 대선 D-100] 트럼프·바이든, 누가 되든 통상압력 거세진다

•   서경(P1): "배당 않고 유보금 쌓으면 과세"··· 이번엔 가족기업에 세금폭탄

•   서경: 기재부, 내년 종부세수 한달도 안돼 7,000억 줄였다

•   서경: 한국 첫 해외수출 바라카 원전, 연내 가동 나선다

•   서경: 헐값 수용 vs "후분양 가자"···상한제 시행 앞둔 조합 '대혼란'

•   서경: 전셋집 부족 악화일로···2015년 대란 수준까지 왔다

•   서경: [시그널] 하이투자·KB證 1,400억 투자···마스턴, 두산타워 인수 눈앞

•   조선(P1): 세계시총 300계단 점프… 한국 바이오, 코로나 위기를 뚫다

•   조선(P1): "아파트 청약 당첨확률 제로" 30대들 내집 꿈이 꺾였다

•   조선(P1): 靑 "부동산 라인 교체는 없을 것"

•   조선: "트럼프가 재선에 성공할 수 밖에 없는 5가지 이유"

•   조선(P1): 집값 패닉 30대, 130조 빚냈다

•   조선: 주택 수요자 74% "내년까지 집 사야"

•   조선: "부동산 민주화" "주자유택"… 말만 번드레한 與

•   조선: 스마트폰AP 95%를 설계하는 ARM 매각설… 반도체 업계 술렁

•   조선: 통계 방식 바뀌지 않았다면, 1분기 소득분배 지표 역대 최악

•   조선: 테슬라 전기차 판매 17배로… 보조금 절반 가져갔다

•   중앙(P1): ‘집값 폭등’ 해법찾기 난항

•   중앙: 헌재가 판결한 ‘수도는 서울’…개헌 없이는 이전 불가능

•   중앙: 정부서울청사 코로나 비상…오늘 신규 확진 100명 넘을 듯

•   중앙: 꼬이는 문 정부 부동산 대책…22번 중 최악은 ‘7·10 대책’

•   중앙: “한·일관계 파국 맞기 전에 강제징용 문제 해법 찾아야”

•   동아: 누가 이기든 北-美 관계 큰 진전은 기대 어려울 듯

•   동아: [글로벌 포커스]“뒤처진 트럼프, 코로나백신-부양책으로 막판반전 시도할 것”

•   동아(P1): 美中 체제전쟁 폭풍속 줄타기 강요받는 한국

•   동아: 분양가상한제 유예기간 28일이면 종료, 2만여채 분양 불발… 공급절벽 현실화

•   문화: <문화미래리포트 2020>‘환경+성장’ 그린 뉴딜로 ‘기후-일자리-공평’ 세 토끼 잡는다

•   문화: <문화미래리포트 2020>현대차 ‘수소 전기차’· 한화큐셀 ‘태양광 모듈’… 세계 최고 ‘친환경 기술’ 무장

•   한겨레(P1): [단독] “대선서 41% 지지받은 정부가…” 감사원장, 탈원전 정책 폄훼

•   한겨레: [단독] “최재형, 친원전쪽 논리로 직권심리 회의 발언 70~80% 주도”

•   한겨레: ‘조기 폐쇄 월성 1호기’에 감사원, 결과 보류 등 10개월째 감사

•   머니투데이(P1): 2035년 휘발유·경유차 등록 금지....자동차가 싹 바뀐다

•   머니투데이: 미래車 가속페달 밟는 현대·기아차..전기차 100만대 시대 주도

•   머니투데이: 전기차·수소차로 다 바꿔도 충전 걱정없는 이유

•   머니투데이: 내연기관차 종말 앞당기는 전세계 메트로시티

•   머니투데이: 5G 막 나왔는데..삼성전자 '6G' 속도내는 이유

•   머니투데이: [단독]1주택자 종부세, 356만원→1286만원…5년간 3.6배 뛴다

•   더벨: 모트롤BG 우협 선정 초읽기…XCMG에 쏠리는 눈

•   헤럴드경제(P1): 3년 만에 10억 번 ‘로또분양’…“수분양자 이익 집중 바꿔야”

•   헤럴드경제: 국민소득 4년 전으로 회귀하나

•   파이낸셜뉴스(P1): 길잃은 과잉 유동성… 파국 막으려면 통로 터줘야

•   파이낸셜뉴스: 재건축 재추진 거론에도 강남권 ‘싸늘'.. "공공임대 확대땐 사업성 떨어져 반대"

•   아시아경제: [팩트체크] 유동성 과잉 때문에 집값 못 잡는다고?

•   아시아경제: 야심차게 시작한 기안기금…신청기업 '0'

•   아시아경제: [기업 자금조달] 두산, 조기상환 가능한 옵션부사채 발행

•   디지털타임스(P1): 고소득층 稅부담 비중 26%… 무서운 상승속도 OECD 1위

•   디지털타임스(P1): `집값 총액` 사상 첫 5000兆 돌파

•   디지털타임스: "태양광 5억개 설치"… 美대선으로 빛 보는 한화 `뚝심`

•   이데일리(P1): 文정부 부동산 세금폭탄 더 세진다…오늘 여야 격돌

•   이데일리: 빅데이터·자율운항… ‘디지털 전환’ 속도 내는 조선업계

•   연합: 두산인프라코어 2분기 영업이익 1천543억원…48%↓

※   두산인프라코어: 2020년 2분기 기업설명회 자료

•   연합: 두산밥캣 2분기 영업이익 643억원…작년 동기 대비 59% 감소

※   두산밥캣: 2Q 기업설명회

•   연합: "탈원전 정책 3년간 창원 원전 산업계 심각한 경영 위기"

•   연합: 서울디지털재단, 종로 주얼리산업에 협동로봇 지원

•   연합: 한미 양국서 진행중인 LG화학-SK이노베이션 배터리 소송 결말은

•   이투데이: [초격차 경영] 두산, 해상풍력 등 신사업으로 미래 준비

•   비즈니스포스트: 두산 모트롤BG 인수후보 결정 난항, 박정원 방산부문 놓고 '끙끙'

•   노컷뉴스: "시간이 없다, 석탄 대신 풍력으로…두산은 독일 지멘스처럼"

•   팍스넷뉴스: 하나금융 "네오플럭스 인수전 참여 안해"

•   브릿지경제: "이스타항공 불똥 튈라"…아시아나·두산 M&A '속앓이'

•   더구루: 두산밥캣, 美 건설경기 회복에 생산인력 확충

•   reNews: Iberdrola unveils green hydrogen partnership

•   FuelCellsWorks: The Green Energy Revolution in the Industrial Sector

•   에너지데일리: “신규 석탄발전 가동되면 배출량, 파리협정 탄소예산 3배 넘어설 것”

•   건설경제: SMP 하락에 전력수요도 급감…발전공기업 어쩌나

•   전자신문: 삼성-인텔, '파운드리 빅딜' 기회 온다…인텔 "7나노 생산 차질, 외부와 협력 추진"

•   전자신문: [세종만사]기업 VC 보유 허용 놓고 옥신각신

•   Phone Arena: Possible iPhone 12/Pro 5G and Apple Watch Series 6 pre-order and shipment dates leak

•   Robotics & Automation News: Japanese construction giant to build massive dam almost entirely with robots

•   Robotics & Automation News: More than half of US companies are ‘planning to increase automation investments due to Covid-19’

•   Robotics & Automation News: Dexterity launches new warehouse robots

•   Robot Report: Singulation and sorting of parcels can benefit from AI-powered robots

•   Robot Report: Advanced manufacturing adoption depends on democratization, not tech

•   로봇신문: 10년후 AI와 로봇으로 대체될 직업 10개는?

•   Nikkei Asian Review: Toyota pushes suppliers for out-of-cycle price cuts

•   Nikkei Asian Review: Dr. Copper' misdiagnoses the global economy

•   Nikkei Asian Review: Fujifilm to supply Novavax with key part of COVID vaccine

•   Nikkei Asian Review: Myanmar approves Japanese plans for LNG power plant

•   Mainichi: Pandemic getting Japan's automated delivery services on the road

•   Mainichi: Japan stores seek robotic aid amid labor shortage, coronavirus pandemic

•   Economic Times: RBI flags stock market cheer, warns of bad loan spike

※   RBI: RBI releases the Financial Stability Report, July 2020

•   Livemint: ‘Uniform country-wide peak in COVID-19 cases will not happen’

•   Hindustan Times: Funds for 80 stalled projects approved

•   Folha de S.Paulo: Brazil Registers 1,317 Deaths and 58 Thousand New Cases, and Deaths already Exceed 84 Thousand

•   Jakarta Post: Government to start selling bonds to BI under private placement next week

•   Jakarta Post: Govt criticized for forming COVID-19 response team late in the game

•   Jakarta Post: Businesses, big and small, say economy in bad shape: Survey

[Opinions]

•   Project Syndicate(William A. Haseltine): What If There’s No COVID Vaccine?

•   Project Syndicate(Yu Yongding): China’s Fiscal Dilemma

•   Project Syndicate(Hans-Werner Sinn): The Euro Crisis’s New Clothes

•   FT(Editorial Board): Europe’s economic recovery is not assured

•   FT(Rana Foroohar): Antitrust is changing from the ground up

•   FT(Michael Mackenzie): Europe’s bulls should enjoy their moment in the sun

•   FT(Scott Minerd): A payroll tax holiday will get Americans back to work

•   FT(Reza Moghadam): The best way for the EU to spend its €750bn fund

•   FT(Pilita Clark): Hiring in a pandemic is not always as easy as it looks

•   FT(Elaine Moore): Race to be world’s first $2tn company is still on

•   FT(James Kynge): China’s tech juggernaut steams ahead

•   FT(Mamta Badkar): What we have learnt so far from US second-quarter earnings

•   FT(Katie Martin): Recovery, brought to you by the letter V, or maybe W

•   WSJ(Holman W. Jenkins, Jr.): Americans Are Waking Up to the First Wave

•   WSJ(Kimberley A. Strassel): The Mnuchin Follies

•   WSJ(David P. Goldman): What China Learned From Cold War America

•   NYT(Editorial Board): Millions of Americans Are About to Lose Their Homes. Congress Must Help Them.

•   NYT(Bret Stephens): The Two China Fires

•   WP(Editorial Board): Chaos in Libya and a dam dispute in East Africa reflect a world without U.S. leadership

•   WP(Editorial Board): Trump has a new tone on the pandemic. But not a new strategy.

•   WP(Robert J. Samuelson): Is Europe finally coming together?

•   WP(Hugh Hewitt): Pompeo’s speech opens a bold new chapter in U.S.-China relations

•   WP(Fareed Zakaria): Trump is setting us up for an Election Day nightmare

•   WP(Richard Haass): What Mike Pompeo doesn’t understand about China, Richard Nixon and U.S. foreign policy

•   Bloomberg(Daniel Moss, Clara Ferreira Marques): Thailand Needs a Shakeup to Emerge From Covid War

•   Bloomberg(David Fickling): The Gig Economy Compromised Our Immune System

•   Bloomberg(Narayana Kocherlakota): The Fed Needs to Focus on Employment

•   Bloomberg(Mihir Sharma): Poor Countries Are Running Out of Time to Get Rich

•   Bloomberg(Aaron Brown): U.S. Election Models Have the Same Flaws as in 2016

•   Bloomberg(John Authers): There's No V in `Fiscal Cliff' for Nervous Markets

•   Bloomberg(Julian Lee): The Next Move in Oil Prices May Be Down, Not Up

•   Bloomberg(Jonathan Bernstein): Republican Disarray May Doom the Next Stimulus

•   Bloomberg(Nir Kaissar, Timothy L. O'Brien): U.S. Needs a Bold Jobs Program, Not a Patchwork Bailout

•   Bloomberg(Mark Gilbert): The Smart Money Doesn’t Like Stocks But Loves Gold

•   Bloomberg(Tae Kim): Intel Just Gave Investors Even More Reason to Worry

•   Bloomberg(Tobin Harshaw): The November Election Could Not Be Bigger — for Europe

•   Bloomberg(Robert D. Kaplan): China Doesn't Want to Conquer, Just Do Business

•   CNBC(Frederick Kempe): The U.S.-China clash has entered perilous new territory

•   CNBC(Maria Flynn, Jane Swift): Quick unemployment fix from Congress won’t stop second wave of layoffs crisis

•   CNN(Arick Wierson): Why the Obama-Biden ad may persuade key US voters(opinion)

•   CNN(Sergio Rebelo): Covid-19 will permanently change the world's economy

•   MarketWatch(Mark Hulbert): This index tracks economic uncertainty — and it’s pretty clear about what’s in store for stocks through Election Day

•   MarketWatch(Mark Hulbert): Look what happened to home prices when the coronavirus sent stocks into a bear market

•   MarketWatch(Howard Gold): Wall Street turns a blind eye to atrocities committed in China

•   Nikkei Asian Review(William Pesek): Kuroda asleep at the wheel as BOJ botches monetary experiment endgame

•   매경(사설): `월성 방폐장 증설` 주민 80% 찬성의 의미

•   한경(정영효): 원전 절대 포기 못한다는 일본…"자원빈국에 발전은 생명줄"

•   서경(사설): 월성 "맥스터 증설" 찬성 81%···탈원전 경계 목소리다

•   한겨레(사설): ‘문 대통령 대선 득표율’ 들어 ‘원전 폐쇄’ 비난한 감사원장