Business Intelligence Monitor 200803

(Introduction)

[Markets]

•   Global: Stocks advance, dollar gains as tech shines through macro clouds

※   Apple surpasses Saudi Aramco as most valuable public company

※   Euro posts best month since September 2010, hits 2-year high

※   Silver posts best month since 1982

※   Macro 백업표

※   Industry 백업표

•   US: Apple Tops Saudi Aramco as World’s Most Valuable Company

•   US: US real yields hit minus 1% as economic outlook darkens

•   한국: 코스피, 닷새 만에 하락 마감…외국인 '팔자'로 돌아서

•   Russia: Russian Ruble Tumbles Amid Bleak Economic Data, Sanctions Risk

•   Metals: Copper dips on month-end profit-taking, firmer dollar

•   Grains: Soybeans up on U.S. biodiesel data; corn posts monthly decline

•   DRAM: D램가격 9개월만에 하락…7월 고정거래가 5.4% 떨어져

[Indicators]

•   US Jun. PCE: Virus Worries Cloud Spending Rebound

•   US Q3 GDP Nowcast: Jul 31, 2020: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 11.9 percent — July 31, 2020

•   Eurozone Q2 GDP: Coronavirus plunges eurozone economy into historic recession

•   UK Jul. House prices: UK house prices enjoy surprise rebound in July

•   China Jul. PMI: China’s Manufacturing Recovery Picks Up the Pace

•   한국 6월 산업활동: 코로나 충격 큰만큼 회복 빨라…생산·소비·투자 '트리플 증가'

•   한국 6월 카드 승인액: 음식배달·車구매 급증…6월 카드사용 11%↑

•   한국 7월 무역수지: 7월 수출 7.0%↓…코로나 본격화 후 첫 한 자릿수 감소

※   매경: 對日적자 다시 급증…일본의존 커졌다

※   매경: 日유니클로 속속 폐점·맥주도 안팔려…렉서스 판매는 회복

•   북한 2019년 GDP: 제재에도 北 경제 회복세?…지난해 성장률 3년 만에 플러스

•   Japan Jun. Employmen: Japan's resurgent outbreak overshadows nascent job recovery

•   Japan Jun. Industrial production: Japan's industrial output in June rises for 1st time in 5 months

•   Japan Jul. Consumer confidence index: Japan's July consumer confidence keeps improving but at slower pace

•   India Jun. Core industry production: Eight core industries’ record negative growth, output shrinks by 15 per cent in June

•   India Jul. Power consumption: Power consumption slump narrows to 2.64 per cent in July; Likely to hit normal level in August

•   India Jul. GST collections: GST mop-up in July at Rs 87,422 crore, slips from June collections

•   South Africa Jun. Balance of trade: South Africa Trade and Economy Data: Surplus Swells to Record on Weak Imports

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Jobless Aid Expires as Talks Continue on Coronavirus Package

•   WSJ: GOP, Democrats Remain at Odds Over $600 Jobless Benefit

•   WSJ: Big Oil Companies Lose Billions, Prepare for Prolonged Pandemic

•   WSJ: Microsoft, Bytedance Put TikTok Talks on Hold After Trump Signals Opposition

•   WSJ: Behind the Vast Market Rally: A Tumbling Dollar

•   WSJ: Fed Weighs Abandoning Pre-Emptive Rate Moves to Curb Inflation

•   WSJ: If Oxford’s Covid-19 Vaccine Succeeds, Layers of Private Investors Could Profit

•   WSJ: Coronavirus Cases Rise in Europe as Youth Hit Beaches and Bars

•   WSJ: ‘New Normal’ Emerges for Companies Navigating Covid-19 Pandemic

•   WSJ: Consumers, Flush With Stimulus Money, Shun Credit-Card Debt

•   WSJ: July Jobs Data Will Provide Clues on Strength of the Recovery

•   WSJ: Economy Week Ahead: Factories, Trade and Jobs

•   WSJ: The Small-Business Survival Guide

•   WSJ: How Senate’s Small Business Chairman Sees PPP Evolving

•   WSJ: Newsletter: Europe’s Economy Contracts, China’s Recovery Continues

•   NYT: Mail Delays Fuel Concern Trump Is Undercutting Postal System Ahead of Voting

•   NYT: After Plummeting, the Virus Soars Back in the Midwest

•   NYT: Biden Faces Pressure From Left Over Influence Industry Ties

•   NYT: Sanofi and GlaxoSmithKline Snag Biggest Coronavirus Vaccine Deal Yet

•   NYT: U.S. Small Business Bailout Money Flowed to Chinese-Owned Companies

•   NYT: Where a Little Mortgage Goes a Long Way

•   WP: Coronavirus threat rises across U.S.: ‘We just have to assume the monster is everywhere’

•   WP: How Joe Biden got greener

•   WP: White House steps back from Trump suggestion about delaying the election

•   WP: San Francisco flattened the curve early. Now, coronavirus cases are surging.

•   WP: A coronavirus vaccine won’t change the world right away

•   FT: Nvidia in talks to buy Arm from SoftBank for more than $32bn

•   FT: Hong Kong postpones September elections

•   FT: Travel bans bring fresh misery to Spain’s Costa del Sol resorts

•   FT: China locks down Xinjiang to contain coronavirus surge

•   FT: Dollar blues: why the pandemic is testing confidence in the US currency

•   FT: France to push for rule-of-law sanctions as part of EU recovery plan

•   FT: Australia challenges China’s graphite crown in EV batteries

•   FT: Freeport advantages for business are ‘almost non-existent’

•   FT: UK trade secretary to criticise ‘punitive’ US tariffs on Washington trip

•   FT: Johnson targets shake-up of English planning system

•   FT: Will official data show that the US recovery has stalled?

•   FT: China’s soaring corn prices prove fertile ground for speculators

•   FT: State Street lashes out at new US ESG rule

•   FT: Furlough scheme wind down sparks UK job fears

•   FT: Lockdown tightened in northern England at short notice

•   FT: Big tech presents a problem for investors as well as Congress

•   FT: Anti-Kremlin protests enter fourth week in eastern Russian city

•   FT: Russia’s far-east anti-Putin protests: ‘We are the power here’

•   FT: Trump vs Biden: can America conduct a fair election?

•   Bloomberg: U.S. Gets a Debt Warning From Fitch as Stimulus Battle Rages

•   Bloomberg: Emerging-Market Rebound Hangs in Balance as Economies Struggle

•   Bloomberg: Why Japan’s Feud With South Korea Isn’t Going Away

•   Bloomberg: Father of the Supply Chain Has Message for Meddling Politicians

•   Bloomberg: Fed’s Kashkari Urges Congress to Act, Suggests Fresh Lockdown

•   Bloomberg: Undocumented Workers, Shut Out From U.S. Aid, Run Out of Options

•   Bloomberg: Two Ex-Fed Officials Have a Faster Way to Distribute Money in Recession

•   Bloomberg: Next Jobless Aid Bill Could Decide Path of U.S. Economic Rebound

•   Bloomberg: Treasury Market Fired Up to Vault Over Biggest Supply Hurdle Yet

•   Bloomberg: ECB’s De Cos Urges Ambitious Reforms in Spain to Spur Recovery

•   Bloomberg: U.K. Faces Significant Redundancies as Government Support Tapers

•   Bloomberg: U.K. Reviewing Covid-Fighting Options Including London Lockdown

•   Bloomberg: China’s Influx of Foreign Oil Slows Sharply in Tanker Movements

•   Bloomberg: ECB and Rates: Race to Pick Policy Maker to Spark Tussle With Smaller Countries

•   Bloomberg: Russia Plans to Roll Out Mass Covid-19 Vaccinations From October

•   Bloomberg: South Africa’s Ramaphosa Urges Care as Virus Cases Top 500,000

•   Bloomberg: Virus Lockdown and Tax Revenue in 2020

•   Bloomberg: Apple Vendor Looks to Shift Production Lines to India, TOI Says

•   Bloomberg: Caterpillar Sees Little Hope for Quick Recovery in Demand

•   Bloomberg: Why Alarm Over Climate Change Is Not Alarmism

•   Reuters: Latin America coronavirus death toll surges past 200,000

•   Reuters: Brazil reports 45,392 new coronavirus cases, 1,088 deaths in last 24 hours

•   Reuters: Vietnam reports first coronavirus deaths after months of successful curbs

•   CNN: Russia says foreign inquiries about its potential fast-track Covid-19 vaccine are pouring in. But questions abound

•   CNN: These companies are working from home until 2021 -- or forever

•   CNN: Stocks: Stimulus talks have stalled. But the pressure to act is rising

•   CNBC: Dr. Fauci says coronavirus is so contagious, it won’t likely ever disappear

•   CNBC: Coronavirus: World Health Organization reports largest ever single-day increase in cases across globe

•   CNBC: Hong Kong issues arrest warrant for U.S. citizen under new national security law

•   CNBC: $600 unemployment booster isn’t primary reason people do or do not work: Yale economists

•   CNBC: Economist: A surge in evictions could lead to financial crisis

•   CNBC: White House denies report that national coronavirus testing plan was scrapped to hurt blue states

•   CNBC: Coronavirus: 5 charts illustrating U.S. economic trends

•   SCMP: Donald Trump the deal maker may look to North Korea for US election ‘October surprise’

•   SCMP: China taps old growth model to boost recovery, as US and European economies flounder

•   SCMP: WTO contender Amina Mohamed backs a new rule book in US-China trade war

•   Global Times: China turns inward amid external risks

•   Global Times: Decoupling US from China is rhetoric that’ll be hard to realize

•   매경(P1): 임대차법 첫날 대혼선…곳곳서 계약취소

•   매경: 집주인들 발동동…집팔러 내놨는데 세입자 `연락두절`

•   매경: 졸속논란 커지는데도…당정 "31년만에 세입자보호 대혁신"

•   매경: 일시적 2주택도 전세法 후폭풍…"집 안팔려 비과세 혜택 날릴판"

•   매경: 野 윤희숙 사이다 발언 "저도 세입자…4년뒤 꼼짝없이 월세"

•   매경: 전세대출 연장때 집주인 동의 필요?…정부 "필요없다" 은행선 "분쟁우려"

•   매경(P1): LG화학 `20년 결실`…전기차 배터리 `흑자 충전`

•   매경: "적자나도 괜찮다" 구본무 뚝심…K배터리 새 장 열었다

•   매경: 장기투자땐 되레 稅부담↑…주식양도세 역설

•   매경: K방역 빛났다…OECD "韓 GDP 8위 복귀할것"

•   매경: 외국인 컴백후…코스피 시총상위株 `싹쓸이`

•   매경(P1): 강남 잡으려다 강북 전셋값 다 올릴판

•   매경: 전월세상한제는 `프로크루스테스의 침대`

•   매경: "갱신청구권은 위헌"…쏟아지는 헌법소원

•   매경(P1): 기부채납 방식 변경해 재건축 주택공급 2.5배↑

•   매경: 3일 세종 땅 보러가는 與…국회·청와대 완전이전 검토

•   매경: 한전, UAE서 `아랍 1호 원전` 가동 시작

•   매경: SK그룹 반도체 소재사업 `폭풍성장`

•   매경: 입주 2년 대단지 집주인·세입자 갈등 폭발

※   전세만기 앞둔 `헬리오시티`

•   매경: "평생 모은 내 재산 정부가 뺏어가"…거리로 나온 민심

•   한경: 더 치열해진 '배터리 삼국지'

•   한경: LG화학 "SK와 배터리 분쟁, 합리적 수준이면 합의"

•   한경: 박주민 "수도 이전 개헌할 필요 없다…사법기관도 지방으로 옮겨야"

•   한경: 연기금 주식 비중 꽉 찼나…7월 1조 순매도

•   한경: LG전자 목표 주가 줄줄이 상향 왜?

•   한경: 삼성전자, 반도체 소재·장비社 2곳에 1133억 투자

•   한경: 10명 중 7명 "내년 상반기까지 집 사겠다"

•   한경: 똘똘한 한 채' 찾아…강남 초소형 거래 급증

•   한경(P1): "재건축 공공주택 공급 의무화…임대·분양 적절한 수준서 배정"

•   한경(P1): [단독] 현대차·LG, '미래車 혁신' 손 잡았다…첨단家電 품은 '바퀴 달린 집'

•   한경: 삼성·SK·LG 총수 다 만난 정의선 현대차 수석부회장…'미래車 동맹' 중심축으로

•   한경(P1): [단독] 실업급여 얌체족 급증에…내년부터 반복 수급 막는다

•   한경(P1): [단독] 민심 악화에 놀란 정부, 공공분양 일부 30대에 할당 검토

•   한경: 샌프란시스코 월세 상한제에 공급 15%↓…서민들은 교외로 밀려

•   한경: 고달픈 독일 세입자, 자소서까지 쓴다

•   한경: 김동연 "상생·통합의 길 찾기, 생활정치서 희망 봤다"

•   한경: "KT 로봇 덕에 생산성 쑥…고용 더 늘렸죠"

•   한경: 베일 벗는 삼성 '노트20·폴드2'…화웨이에 뺏긴 1위 탈환할까

•   한경: 2분기 실적이 바닥?…고개드는 '3분기 저점론'

•   한경: 삼성 휴대폰 '인도 1위' 효과…활짝 웃는 부품주

•   한경: 자동차·기계 등 '중후장대'…기대주로 급부상

※   두산밥캣도 하반기 개선 기대

•   한경: 시세 차익에 인프라까지…"똘똘한 한채 잡아라"

•   한경: 美 추가 경기부양책·한국판 뉴딜 호재…숨고르는 삼성전자, 추가 상승 가능성

•   서경(P1): 5% 임대료 상한' 과속 입법에···지자체 조례는 논의조차 못해

•   서경(P1): 거주 안할땐 집 못사게···이재명 '토지거래허가제' 검토

•   서경: "코로나發 양극화 해소 위해 '합리적 수준'서 정부 개입 필요"

•   서경: CPU 가격 내리나, 저가칩 외주 주나...인텔 행보에 답 있다

•   서경(P1): 경기마저 매물 '0' 속출...초유의 가을 전세대란 오나

•   서경(P1): K배터리 위협하는 테슬라·中·유럽

•   서경: ① 테슬라, 가격 저렴한 'LFP' 기반 배터리 자체생산 움직임

•   서경: K전기차-배터리 동맹, 열린 생태계로 진화해야

•   서경: 점유율 확대·기술우위 확보...K배터리 3사, 후발사 추격 따돌린다

•   서경: 위기 극복 위해 기업활력 높일 때...규제 샌드박스 속도내야

•   서경: K방역' 다음 타자 키워라...바이오산업 인프라 확충 시급

•   서경: K방역' 다음 타자 키워라...바이오산업 인프라 확충 시급

•   서경: 지역사회·노조 눈치보느라 구조조정 지연...부실사업 정리 서둘러야

•   서경: "中, 美의존 줄이려 동아시아 네트워크 추진...한국에도 기회"

•   서경: 이재용의 '반도체 베팅'...올 사상최대 30조 투자

•   서경: [시그널] 무차별적 종부세 폭탄에···공유주택 사업에도 불똥

•   조선(P1): 은행 예금금리 사상 첫 0%대

•   조선: 취득·보유·양도·증여 稅폭탄… 與, 위헌 논란에도 4일 본회의 처리키로

•   조선: 고용유지지원금, 사상 첫 1조 돌파

•   조선(P1): 월세가 낫다'는 與… 집값 분노에 기름붓다

•   조선(P1): 중부 5일까지 물폭탄… 최대 500㎜ 쏟아진다

•   조선: 서울 재건축·재개발 6년간 393곳 취소… 새 집 25만채 걷어찼다

•   조선: 5억 전세가 월세로 바뀌면 月부담 40만원 정도 늘어

•   조선: [팩트 체크] 임대계약 78%가 전세, 서민들 월세로 바뀔까 걱정

•   조선: 尹은 2주택자? 당선후 집값 뛰는데도 세종집 처분

•   조선: 삼성전자, 쑤저우 PC공장 폐쇄… 中서 2년새 4곳 철수

•   인베스트조선: 현대중공업, 두산인프라 인수후보로 거론...DICC·기업결합은 걸림돌

•   중앙: 코로나, 온도·습도 무관? WHO 틀렸네

•   중앙: 강남 커피숍·족발집서 9명, 서울 또 코로나 ‘깜깜이’ 집단감염

•   중앙: [기업딥톡] "집 사는 건 포기했다" 대리도 과장도 주식광풍

•   중앙: 두산이 짓고 공사비 떼인 골프장…7년만에 팔아 빚 3% 상환

•   동아: 고체연료 제한 해제에 北 “대결 흉심 드러내

•   동아: CES도 삼성 언팩도 온라인… “마케팅 변혁 아이디어 전쟁 시작”

•   문화: 화웨이에 스마트폰 1위 빼앗긴 삼성, 신제품으로 반전 모색

•   문화: 상반기 ABS 43조 발행… 전년比 98%↑

•   한국(P1): "기적 같은 선방"이라지만...현장은 성한 곳이 없다

•   한국(P1): [단독] 전범기업 자산 매각 日 2차 보복 예고에… 정부 "플랜B 준비 마쳤다"

•   국민: 우리 땅엔 ‘그린뉴딜’ 남의 땅엔 ‘석탄화력’…표리부동 에너지 정책

•   국민: “韓 에너지 정책 ‘모순’ 고집 땐 국제적 신뢰도 추락할 것”

•   국민(P1): “넉달새 3억 올랐대”… 세종시 특별분양 공무원들 몰래 웃는다

•   서울(P1): [단독] 감사원, 文정부 탈원전 정책도 전면 감사

•   서울: 최재형이 쏘아 올린 ‘투트랙 감사’… 文정부 탈원전 근간 흔드나

•   한겨레(P1): 월소득 146만원 안되면 내년 생계급여 받는다

•   머니투데이(P1): 한달만에 3차추경 8.4조 썼다…재정으로 '성장률 방어' 가속

•   머니투데이: 부동산임대업에 울고 웃는 정부 창업 통계

•   머니투데이: 두산, DICC 소송 변수..지면 밥캣까지 팔 수도

•   더벨: 신한금융, 네오플럭스 인수 성공? 관건은 이사회

•   더벨: 그룹 상징 두타몰 매각, 8월 '클로징' 예정

•   더벨: 한국물 회복세 뚜렷…BBB급으로 온기 확산

•   헤럴드경제(P1): “용산정비창 부지, 홍콩식 타워형 구조 3만가구 공급 가능”

•   헤럴드경제(P1): “공공주택 100만호 공급 구상…서울 재개발도 검토를”

•   헤럴드경제(P1): “4년 뒤 국민연금 1000조…해외 투자비중 50%이상”

•   파이낸셜뉴스: "경기, 빠른 수출 회복이 관건… 추경·뉴딜정책 효과도 주목" [3분기 경기 반등할까]

•   파이낸셜뉴스: 7월 수출 한자릿수 감소 그쳐.. 2분기 성장률 14개국 중 2위 [3분기 경기 반등할까]

•   파이낸셜뉴스: 주택사업으로 선방한 5대 건설사, 하반기 전망은 ‘안갯속’

•   파이낸셜뉴스: LH, 25kW급 건물용 연료전지 기술실증 협약

•   파이낸셜뉴스: 수소충전소 부지마다 잡음.. 난항겪는 서울형 그린뉴딜

•   파이낸셜뉴스: "달러 약세에 외국인 자금유입 지속… 코스피 2300 넘을것"

•   아시아경제: 두산, 자구안은 '순풍'… 두산重 노사 갈등은 '여전'

•   디지털타임스(P1): "韓경제 `V` 반등 어렵겠지만 3·4분기 1% 성장 가능할 듯"

•   디지털타임스(P1): 의료비·식료품… 필수지출 비중 40%

•   이데일리(P1): 1조5천억달러 '플라잉카' 시장…中 '규제제로'로 먼저 날았다

•   이데일리(P1): ‘백화점도 격주 휴업’…도 넘은 與 유통규제

•   이데일리: 하늘을 나는 車'…中 날때 韓 규제 묶여 걸음마

•   이데일리: 시동버튼 누르자 5초만에 8m '쑥'…'플라잉카' 직접 타보니

•   연합: 한국, 재생에너지 발전 비중 전 세계 최하위권

•   연합: "서울시민 월급 한푼 안쓰고 모아도 아파트 사는데 12년 걸려"

•   연합인포맥스: 싫거나 혹은 없거나'…산업은행 회장 하마평 나오지 않는 이유는

•   뉴시스: 두산솔루스, 헝가리 정부와 '전지박 투자 간담회' 개최

•   뉴스핌: "석탄투자 막고, 기업고용 유지해라" 국책은행 발목잡는 정치권

•   뉴스1: 주도권 체인지' 배터리 부족해 전기차 못 만드는 시대 됐다

•   아이뉴스24: [124돌 두산 ㊤]韓 최장수 기업…'형제경영' 정착

•   아이뉴스24: [124돌 두산 ㊦] '뼈를 깎겠다'…오너일가 사재출연 나설까

•   아시아투데이: [취재뒷담화] 공사현장 테슬라 꿈꾸는 두산인프라코어

•   아시아투데이: UAE 다음은 체코… 정재훈 한수원 사장, 코로나19 뚫고 현지 찾아 세일즈한다 - 아시아투데이

•   더구루: 두산스코다, 인니 화력발전에 증기터빈 2기 공급

•   Power Engineering: Drop-in or drop out?: Considering fuels and energy carriers for a decarbonized economy

•   전기신문: 국내 태양광발전단가 10여 년간 5분의 1 수준으로 하락

•   MINING.com: Codelco boosts copper output despite pandemic

•   MINING.com: Glencore copper production drops 11%, cobalt by third

•   CNET: Huawei takes Samsung's crown as world's No. 1 phone maker, analysts say

•   전자신문: LG전자, 군용·농업용 '드론모터' 국산화 속도

•   전자신문: 한국판 뉴딜 전략회의는 언제쯤...물 건너간 7월 가동

•   전자신문: 두 번째 보완 중인 9차 전력수급기본계획…'환경급전' 두고 여전히 이견

•   전자신문: 7월 기업공개(IPO) 급증...코로나19 여파 벗어났나

•   Phone Arena: 5G was a key selling point in the high-end category in a market where 5G connectivity is unheard of

•   Inside EVs: China: In June 2020 Plug-In Electric Cars Sales Cut In Half

•   Inside EVs: Europe: Plug-In Electric Car Sales Almost Doubled In June 2020

•   Dronelife: A Drone Battery That Charges in 5 Minutes - DRONELIFE

•   Nikkei Asian Review: Japan's battery startups take the world beyond lithium ion

•   Nikkei Asian Review: China embarks on charm offensive toward Japanese companies

•   Nikkei Asian Review: From gamers to dogs, Japan forges ahead in smart clothing

•   Nikkei Asian Review: Panasonic to supply Tesla Model 3 batteries that hold more juice

•   Nikkei Asian Review: Japan's GDP likely plunged 26% in April-June quarter

•   Nikkei Asian Review: SoftBank to maintain stake in Arm after partial sale

•   Nikkei Asian Review: Japan and Vietnam fear new COVID waves as cases jump

•   Mainichi: Revised Japan-ASEAN trade deal takes effect

•   Livemint: India's first COVID-19 vaccine trial starts at 8 sites; volunteers are 'fine', say doctors. Latest updates

•   Livemint: India’s Covid-19 case fatality rate improves further to 2.15%

•   Business Standard: Fiscal deficit at 83.2% of budget estimates in Q1 on poor tax collection

•   Business Standard: Bold reform that triggers animal spirits needed for Indian economy: Rajan

•   Business Standard: RBI unlikely to cut repo rate in August policy meet, says SBI report

•   Business Standard: Discoms' outstanding dues to power gencos rise 47% to Rs 1.33 trn in June

•   Viet Nam News: Disbursed public investment in July increased at the highest rate in five years

•   Viet Nam News: Business plans thrown into turmoil amid COVID-19 spike

•   Viet Nam News: Việt Nam to develop night-time economy

[Opinions]

•   Project Syndicate(John Andrews): The World According to MBS

•   Project Syndicate(Jeffrey Frankel): The Pandemic Pain of Emerging Markets

•   Project Syndicate(Diane Coyle): Tech Titans at Bay?

•   Project Syndicate(Joseph E. Stiglitz, Hamid Rashid): How to Prevent the Looming Sovereign-Debt Crisis

•   Project Syndicate(Simon Johnson): How to Close America’s COVID-19 Testing Deficit

•   FT(Editorial Board): A dangerous moment for the world economy

•   FT(Editorial Board): Pandemic puts countries’ resilience to the test

•   FT(Rana Foroohar): Tourism’s collapse could trigger next stage of the crisis

•   FT(Gavyn Davies): The anatomy of a very brief bear market

•   FT(John Dizard): Hope will not save US commercial properties

•   FT(Merryn Somerset Webb): Grasp this chance to revive the public markets

•   FT(Cyrus Taraporevala): US regulators wrong to dismiss ESG investing for pensions

•   FT(Charlene Barshefsky): EU digital protectionism risks damaging ties with the US

•   FT(Tommy Stubbington): Investors in gold and investors in bonds cannot both be right

•   FT(Lex): Corporate earnings: locked down for longer

•   WSJ(Kimberley A. Strassel): The GOP’s ‘D’oh!’ Moment

•   WSJ(Stephen Moore, Phil Kerpen): How Trump Can Deliver Tax Relief Without Congress

•   NYT(Paul Krugman): The Nightmare on Pennsylvania Avenue

•   NYT(Dambisa Moyo): 3 Things to Make the World Immediately Better After Covid-19

•   NYT(Fernando Cheung): Why Did Hong Kong Delay Its Election — by a Year?

•   WP(E.J. Dionne Jr.): Trump and the GOP are making a New New Deal necessary

•   WP(Jackson Diehl): Trump has wasted his chance to rally U.S. allies against China

•   WP(Matt Bai): Will Trump defy the voters? Let him try.

•   WP(James Downie): The GOP’s stimulus disaster starts with the president

•   Bloomberg(Mohamed A. El-Erian): Data Stress the Urgency for Healthy Reopenings

•   Bloomberg(Noah Smith): Focusing on Facebook and Google’s Monopoly Misses the Point

•   Bloomberg(Mihir Sharma): Why Big Nations Have Been Brought Low by the Pandemic

•   Bloomberg(Brooke Sutherland): Earnings Season Could Have Been a Lot Worse

•   Bloomberg(Chris Bryant): Europe Is Building the Next Tesla. Who Knew?

•   Bloomberg(Clara Ferreira Marques, Matthew Brooker): Hong Kong Blocks Off Another Release Valve

•   Bloomberg(Jonathan Bernstein): No, Trump. Vote Counting Has to Be Accurate, Not Fast.

•   Bloomberg(Jonathan Bernstein): As the Economy Tanks, Republicans Go Home

•   Bloomberg(Ramesh Ponnuru): Biden's Wrong to Ask the Fed to Target Racial Gaps

•   Bloomberg(Cass R. Sunstein): Get Ready for Another Fake Economic Recovery

•   Bloomberg(James Stavridis): Can the U.S. and China Cooperate? Sure

•   Bloomberg(Gary Shilling): Bond Yields Are Sending a Scary Signal on Stocks

•   CNBC(Frederick Kempe): Keep your eyes on Russia for an August surprise of Putin's making

•   CNN(Richard Galant): What's behind Donald Trump's bizarre suggestion

•   MarketWatch(Nigam Arora): Two stock market risks are hiding in Apple, Amazon, Facebook and Alphabet

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

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

•   MarketWatch(Satyajit Das): Mortgage applications for suburban homes are surging as buyers try to escape the coronavirus pandemic

•   매경(사설): 한수원의 월성1호기 회의록 조작의혹 반드시 진상 밝혀야

•   조선(우효섭): 세계 최대 싼샤댐 붕괴 위기설은 과장됐다

•   문화(사설): ‘월성 1호기’ 한수원 이사회 회의록 조작, 당장 수사해야

•   문화(최성주): 原電 없애면서 北核엔 침묵하나