Business Intelligence Monitor 200810

(Introduction)

[Markets]

•   Global: Dollar gains, stocks ebb after jobs data halts rally

※   Stimulus worries weigh on Wall Street as talks drag

※   Gold tumbles 2% as dollar surges, euro falls

※   Oil falls on fears coronavirus to sap fuel demand

※   Macro 백업표

※   Industry 백업표

•   한국: 2차전지 '나홀로 질주'에 코스피 2,350선 돌파…나흘째 연고점

•   한국: 코스피 12개월 선행 PER, 13년 만에 최고

•   Hong Kong: Trump’s TikTok and WeChat order wipes $75bn off China tech stocks

•   Metals: Copper slides on profit-taking, demand hopes bolster sentiment]

•   Grains: U.S. soybeans, wheat and corn fall on bearish supplies

[Indicators]

•   US Jun. Construction employment: Employment Falls in 62% of Metros in June

•   US Jul. Rig count: The Collapse in Global Oil and Gas Drilling Deepened in July

•   US Jul. Nonfarm payrolls: Unemployment Rate Fell to 10.2% in July, U.S. Employers Added 1.8 Million Jobs

•   US Q3 GDP Nowcast: Aug 07, 2020: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 20.5 percent — August 7, 2020

•   Germany·France·Spain Jun. Industrial production: : Eurozone economies’ industrial output edges closer to pre-virus levels

•   UK Jul. House prices: U.K. House Prices Jump Amid Pent-Up Demand, Stamp-Duty Cut

•   China Jul. Balance of trade: China Trade Rides a Wave in July After Coronavirus Restrictions Ease

※   Reuters: China July copper imports surge to record as arbitrage pulls in metal

※   OilPrice.com: Chinese Oil Imports Slip But Remain 25% Higher Than In 2019

•   China Jul. Foreign reserves: China’s July forex reserves rise to US$3.154 trillion, beating expectations

•   한국 2분기 제조업 국내 공급: 제조업 내수 곤두박질…2분기 공급지수 4.6%↓

•   한국 6월 토지거래: 아파트 죄었더니 토지시장이 '들썩'

•   한국 6월 전력판매: 코로나에 멈춘 공장…산업용 전력사용 줄고 가정용 늘었다

•   한국 7월 외국인 증권투자: 6개월 만에 돌아온 외국인, 7월 국내주식 5820억원 순매수

•   한국 주간 전세수급지수: 씨 말랐나…전세 부족 5주째 심화

•   Japan Jun. Coincident index of business conditions:Japan's key economic index rises in June for 1st time in 5 months

•   India Jul. Coal import: July coal import dips 43% to 11.13 MT on high stockpile at pitheads, plants

•   India Jul. Consumer confidence: India’s Consumer Confidence Plummets to Record Low in July

•   Indonesia Jul. Foreign reserves: Indonesia’s forex reserves hit all-time high in July from global bonds, govt loans

•   Canada Jul. Employment: Canada Outpaces U.S., Recouping 55% of Jobs Lost to Pandemic

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Behind the Beirut Explosion: Seven Years of Official Neglect

•   WSJ: New Chapter in U.S.-China Ties Marked by Confrontation

•   WSJ: U.S. Coronavirus Cases Exceed Five Million

•   WSJ: Trump Authorizes Extending Special Unemployment Benefit at $400 a Week

•   WSJ: What’s in Trump’s Executive Actions on Coronavirus Aid—and What’s Not

•   WSJ: Trump Relief Plan Faces Hurdles

•   WSJ: PPP Loans: Why Some Government Contractors Are Returning the Money

•   WSJ: Twitter, TikTok Have Held Preliminary Talks About Possible Combination

•   WSJ: Personal Tech: TikTok Isn’t the First—or Last—App Instagram Copies

•   WSJ: To Some Investors, 10-Year Treasury Note Isn’t What It Was

•   WSJ: Millennials Slammed by Second Financial Crisis Fall Even Further Behind

•   WSJ: Joe Biden’s 2020 VP Pick Draws Closer

•   WSJ: Australia’s Economy Faces Immigration Shift From Pandemic

•   WSJ: Covid-19 Pandemic Triggers Wave of Long-Term Unemployment

•   WSJ: Economy Week Ahead: Consumer Prices, GDP, Retail Sales

•   WSJ: Losing Money Is a Winning Pandemic Tax Strategy for Some Companies

•   WSJ: Newsletter Special Report: Millions of Jobs Added, Millions More to Go

•   WSJ: Newsletter: Jobs, Jobs, Jobs

•   WSJ: Businesses Charge Up Batteries to Corral Power Costs

•   WSJ: Qualcomm Lobbies U.S. to Sell Chips for Huawei 5G Phones

•   WSJ: Amazon, Mall Owner Look at Turning Anchor Spaces Into Fulfillment Centers

•   NYT: Russia Continues Interfering in Election to Try to Help Trump, U.S. Intelligence Says

•   NYT: Is TikTok More of a Parenting Problem Than a Security Threat?

•   NYT: The Voting Will End Nov. 3. The Legal Battle Probably Won’t.

•   NYT: Without $600 Weekly Benefit, Unemployed Face Bleak Choices

•   NYT: This Contact Tracer Is Fighting Two Contagions: The Virus and Fear

•   NYT: The Wallets of Wall Street Are With Joe Biden, if Not the Hearts

•   NYT: Democrats Hold Edge as Battle for Senate Majority Becomes ‘Knife Fight’

•   NYT: Trump’s Go-It-Alone Stimulus Won’t Do Much to Lift the Recovery

•   NYT: This Company Boasted to Trump About Its Covid-19 Vaccine. Experts Are Skeptical.

•   NYT: Saudi Aramco Says Profit Fell 73 Percent as Demand for Oil Shrank

•   WP: Virus keeps spreading as schools begin to open, frightening parents and alarming public health officials

•   WP: The lost days of summer: How Trump fell short in containing the virus

•   WP: TikTok’s fate was shaped by a ‘knockdown, drag-out’ Oval Office brawl

•   WP: A lion or a porcupine? Insecurity drives China’s Xi to take on the world.

•   FT: Trump escalates anti-China campaign with Hong Kong sanctions

•   FT: Hong Kong and China hit back at US sanctions

•   FT: ‘This is the first time Belarusians believe we can change something’

•   FT: Tencent crackdown poses threat to US champions from Apple to Nike

•   FT: How the 2020 gold rush smashed through records

•   FT: Turkey’s Erdogan downplays ‘fluctuations’ in lira after tough week

•   FT: Megadeals lead M&A revival as big companies bulk up

•   FT: Protests break out in wake of Belarus presidential vote

•   FT: Future of Lebanon and entire region at stake, warns Macron

•   FT: JPMorgan report reveals ‘dramatic’ Covid shift to electronic bond trading

•   FT: US health secretary’s Taiwan trip is sign of strategic shift

•   FT: India to halt arms imports worth billions in local procurement push

•   FT: National budget rules to remain suspended next year, Brussels says

•   FT: South Africa’s central bank defends pandemic response

•   FT: Sweden’s pandemic no longer stands out

•   FT: Global threats are reordering supply chains, says report

※   McKinsey: Risk, resilience, and rebalancing in global value chains

•   FT: Will a flurry of European bond sales disturb the summer lull?

•   FT: Chinese smartphone maker Realme takes on emerging Asian markets

•   FT: Former Saudi official accuses crown prince of assassination attempt

•   FT: Regulator lowers cap on energy bills for 15m UK households

•   FT: UK quarantine measures: where are the Covid hotspots?

•   FT: Britain’s disappearing coastline: ‘Right now we abandon people’

•   FT: China cleans up in Latin America as US flounders over coronavirus

•   FT: Lebanon: a nation brought to its knees

•   FT: UK business presses for more support on local lockdowns

•   Bloomberg: Three Risks Weighing on Emerging Markets All Start With T

•   Bloomberg: Bill Gates Says U.S. Virus Testing Has ‘Mind-Blowing’ Problems

•   Bloomberg: Trump’s Payroll Tax Action Creates Political, Business Risks

•   Bloomberg: Vietnam’s No Virus Death Record Ends With Hospital Outbreak

•   Bloomberg: Fed’s Evans Says More Fiscal Support ‘Incredibly Important’

•   Bloomberg: U.S., U.K., Canada, Others Express ‘Deep Concern’ Over Hong Kong

•   Bloomberg: Struggling Economy Gets Only Limited Help From Trump Actions

•   Bloomberg: Lebanon Must Ensure Debt Sustainability to Borrow, IMF Says

•   Bloomberg: Pandemic Puts Millions of Europeans on Path to a Debt Crisis

•   Bloomberg: From Bourbon Street to Food Banks, Signs of a Slow U.S. Recovery

•   Bloomberg: PBOC Policy to Be More Flexible, Appropriate and Targeted: Yi

•   Bloomberg: Goldman Sees Weaker Lira, Warns on Risks of ‘Discontinuous Move’

•   Bloomberg: Abe Says Japan Must Avoid Declaring Emergency to Help Economy

•   Bloomberg: Italy’s First Mid-August Bond Sale in Decade Shows Cash Needs

•   Bloomberg: U.S. Steel Tariffs May Be Next for Canada, Ontario Premier Says

•   Bloomberg: When Is Hong Kong’s Election? China Set to Approve Decision to Delay

•   Bloomberg: India Faces Lost Generation as Virus Pushes Children to Work

•   Reuters: Exclusive: Germany and France quit WHO reform talks amid tension with Washington - sources

•   Reuters: Dollar most oversold in 40 years, says Morgan Stanley; exits short position

•   Reuters: Huawei to stop making flagship chipsets as U.S. pressure bites, Chinese media say

•   Reuters: Pandemic derails Abe's strategy to revive regional Japan with tourism

•   CNN: Flooding in China ruins farmers and risks rising food prices

•   CNN: TikTok, Trump and a dangerous precedent for democracy

•   CNN: Does BP's conversion signal the end of Big Oil?

•   CNN: 40 million Americans are at risk of eviction without a stimulus bill

•   CNN: The reality of the US jobs rebound: part-time work doesn't pay the bills

•   CNBC: As Trump bans WeChat, some in China turn to encrypted messaging app Signal

•   CNBC: Trump’s ban of Chinese apps has lots of precedent in other countries, and Apple and Google comply

•   MarketWatch: Bank of America strategist: ‘I’m so bearish, I’m bullish’

•   Fox Business: Fed's Kashkari calls for 6-week economic shutdown to control coronavirus spread

•   SCMP: Covid-19 average incubation period may be longer than thought, research shows

•   SCMP: Coronavirus vaccine will not be a magic bullet, scientists warn

•   SCMP: China drives Baoshang Bank to go bust as buyers balk at its losses

•   SCMP: ‘Nobody knows what is next’: US firms in China fret over new cold war

•   SCMP: China’s loss is Vietnam’s gain as clothing exports to US take a hit

•   SCMP: Exclusive | US cotton machinery sales to Xinjiang skyrocket ahead of sanctions

•   SCMP: Explainer | What is China’s social credit system and why is it controversial?

•   SCMP: Hong Kong’s financial institutions gripped by anxiety over US sanctions

•   Global Times: The Hidden, Dirty Secrets Behind the US Clean Network Program

•   Global Times: China improves business environment to spur economy

•   매경(P1): 기존 임대사업, 양도세 중과 안한다

•   매경(P1): 당정, 전세→월세 전환때 금리에 맞춰 임대료 산정

•   매경: 은행 이자만큼만 월세 받으라고?…"어떤 집주인이 임대 주겠나"

•   매경: 7·10 대책 후 세번째 번복…이러다 `양치기` 정부되나

•   매경: [단독] 외국인 투기 봉쇄…주택 양도세 최고 77% 추진

•   매경: "1년 전세 갱신땐…최대인상폭 5% 아닌 2.5%"

•   매경: 윤희숙 서울시장 후보거론…"참신한 경제통" vs "경험 부족"

•   매경: 中 CATL 유럽 공략 가속화…K배터리 "시장 뺏기나" 긴장

•   매경: 배터리株 더 오를까…中 경쟁사보다 저평가

•   매경: 일본제철, 자산매각 불복 항고장 제출

•   매경(P1): 전셋값 급등에…거래 줄어도 대출은 급증

•   매경: 한달새 전셋값 2억 치솟자 `눈물의 대출`…규제 따로 현실 따로

•   매경(P1): 서초구청장의 기습제안…"재산세 50% 깎아주겠다"

•   매경: 서초구 `재산세 감면` 깜짝카드…他지자체 확산 촉각

•   매경(P1): 국내기업 10곳중 4곳 "코로나로 직원 줄일판"

•   매경(P1): 물폭탄에 채소값 2주새 3배로

•   매경: 폭우에 운송길도 차단…호박 211%↑시금치 174%↑배추 130%↑

•   매경: 강북 20여개 사업장 "우리는 공공재개발 관심있다"

•   매경: 회장님 뜻이라도 "잠깐만요"…30대그룹 이사회가 달라진다

•   매경: "졸음운전하면 울리는 경보음처럼…이사회, CEO에게 할말은 해야죠"

•   매경: 휴직자 대부분 실직자 전락…33%는 아예 재취업도 포기

•   매경: 정유업계 "위기탈출 멀었다…세제 개선을"

•   매경: LG, 이번엔 `호텔로봇`…고객에 음식 배송

•   매경: 美 아직도 4G 인프라 확충…5G·클라우드株 미리 담아라

•   매경: 밴플리트상에 대한상의·BTS

•   한경(P1): 금융위 '코로나 대출' 만기 재연장 논의

•   한경: "4분기 유동성 장세 약화돼도 성장주, 주도주 자리 유지할 것"

•   한경: "절반을 임대로? 싫어요" 공공재개발 참여 조합 달랑 두곳 '비상'

•   한경(P1): 땅 판 돈 35억 주식에 '몰빵'한 70대…세금폭탄發 '머니무브'

•   한경(P1): [단독] 상암DMC에 용적률 1000% '100층 랜드마크' 들어선다

•   한경(P1): 실업급여 반복 수급 부추기는 '세금 일자리'

•   한경: 동산금융의 민낯…블루문펀드 창고엔 싸구려 슬리퍼만

•   한경: "실물경기·증시 괴리 커져…유동성 장세 더는 어렵다"

•   한경: 가계자산 부동산 70%…문재인 정부 들어 쏠림 가속

•   한경: 신흥시장 공략 위해…'외주생산' 늘리는 삼성·LG

•   한경: 엑시노스 외면한 삼성, 중국 패널 택한 LG…기업들 독해졌네

•   한경: 빨라진 공급망 다변화 '큰손' 애플에 쏠린 눈

•   한경: WTO 日에 승소, GATT 21조에 달렸다

•   한경: CB·BW→주식 전환 358건 7월, 전달보다 23% 늘어

•   한경: 현대차·LG화학·삼성SDI·SK이노…성장성 높은 대형株 큰 장 선다

•   서경(P1): ‘아파트 얘기만 나오면 화·우울’···‘부동산 블루’ 대한민국 덮치다

•   서경: 증시 '핫'해도...인버스 베팅하는 '쿨'한 개미

•   서경: [단독] 호가 16억 첫 등장한 세종, 대출금지선 돌파 초읽기

•   서경(P1): [단독]'임대차 3법' 부작용···국토부는 알고 있었다

•   서경(P1): 이재용 기소' 침묵하는 檢···희망고문 빠진 삼성

•   서경(P1): 무제한 돈풀기' 그늘···弱달러 시대 본격화

•   서경: 급증하는 부채에 추락하는 달러···"기축통화 지위 잃을수도"

•   서경: 금리↓ 빚↑···弱달러 수혜없는 신흥국

•   서경: 金·銀·비트코인···'국적 없는 자산'에 돈 몰린다

•   서경: 이번에 산사태 왜이리 많나···주범은 '태양광 난개발'

•   서경: 뉴타운 해제지역 이미 신축빌라 난립...공공재개발 2만가구 공급도 허수되나

•   서경: 삼성, 공격 경영 절실한데···수사→기소→재판 '뫼비우스 띠' 갇혀

•   서경: 승계문제·무노조 논란과 결별···'뉴 삼성' 환골탈태 속도낸다

•   서경: 부동산 영끌'에 지방세수 4조나 늘었다

•   서경: 여권서도 4차 추경론 솔솔···지도부 "우선 예비비로 지원"

•   서경: "글로벌 사업 불똥 튈라"...미중 '틱톡' 분쟁에 숨죽이는 한국 IT

•   서경: LGU+ 이번엔 무인지게차 개발나서..."1명이 50대 원격조정"

•   조선(P1): 집값 분노 수습하려다 더 불지른 '靑참모 사표'

•   조선: 홍남기·김현미·김상조는 안바꿔… "부동산 실패 인정 않겠다는 것"

•   조선: 8·4대책 일부, MB때 도입했다 '실패'

•   조선(P1): 물난리 터졌는데 코로나로 정부 돈줄은 말라

•   조선(P1): 美 수소트럭 니콜라 "현대차와 협업 원해"

•   조선(P1): 47일 최악 장마에… 오늘 태풍까지 덮친다

•   조선: 비 품은 '장미', 중부도 남부도 300㎜ 때린다

•   조선: 이틀 더 내리면 50일 '最長 장마'… 광복절이나 돼야 비에서 해방

•   조선: 이재명 편지 한통에, 與 '대출금리제한法' 발의

•   조선: 부동산 블루… 무주택 '좌절' 1주택 '한숨' 다주택 '분노'

•   조선: 교회發 감염, 수도권서 다시 고개

•   조선: 동학개미뿐인 줄 알았는데… 코로나 이후 전 세계 개미들이 달린다

•   조선: 코로나가 바꾼 소비 지형도… 오토바이·홈트 매출이 급증했다

•   조선비즈: 아무리 부인해도… 두산인프라코어 인수 후보로 현대重 거론되는 이유는

•   조선비즈: 아프리카 대륙에 원전 건설 바람… "韓 수출 기회 놓칠라"

•   조선비즈: "한전이 한국선 '탈석탄'하며, 해외 석탄발전에 참여하는 건 비양심적" 한전에 투자한 영국 성공회의 일침

•   조선비즈: 재건축 수주에 안간힘인 빅5 건설사들… "현대건설 독주"

•   IT조선: 과도기 앞둔 PC시장, 올해 안에 사야 할 이유 4가지

•   중앙: 공공 재건축 땐 분양 수익만 2조~3조원이라는데…

•   중앙: 거세지는 재건축 부담금 바람…정부, 하반기부터 본격 징수

•   중앙: 주식·부동산에 3000조 뭉칫돈…자산시장 너무 뜨겁다

•   중앙(P1): 청년들을 ‘월세 소작농’ 만들 텐가

•   중앙: 노영민 반포 아파트 팔았나 안 팔았나, 등기 명의는 그대로

•   중앙: 갤럭시Z폴드가 펜 품으면 노트 사라진다? 갤노트 단종설 솔솔

•   중앙: 남북 강물 다 끌어모아도 못 채워…中 최악 악몽 '싼샤댐 붕괴'

•   동아(P1): 美 “지소미아 美에도 중요”… 한국에 ‘종료말라’ 메시지

•   동아(P1): 노영민 유임 가능성… 이르면 10일 靑수석 교체

•   동아(P1): 임대주택 과세, 땜질 이틀만에 또 혼란

•   동아: 졸속정책 구멍 숭숭… ‘부부 공동소유’ 세금 더 낼판

•   동아: 1주택자도 증세 못피해… 송파 17억집 보유세 818만→1169만원

•   동아: KDI “경기 부진 완화 대외 불확실성은 여전”

•   동아: 3기 신도시 토지, 땅으로도 보상 보상금 부동산시장 유입 막는다

•   한국: 서울시 '백기' 드나… 압구정현대 은마 50층 올릴 '우회로' 검토

•   국민(P1): “하우스 푸어 난리 때 망설이다 서울에 집 안 산 것 가장 후회”

•   머니투데이(P1): 월세시대 막을 수 없다면…"돌려 받을 수 있는 월세 만들자"

•   머니투데이(P1): [단독]與 퇴직연금 '사전지정운용' 재추진…뉴딜 재원·수익률↑

•   머니투데이: 주담대 안바꾸면 '월세→내집마련' 절대 못한다

•   머니투데이: 해외에는 월세만 있다는데…우리와는 어떻게 다른가

•   머니투데이: 무이자 전세금으로 갭투자 "집주인 보증금 못쓰게 막아야"

•   머니투데이: 선박 환경규제 1라운드, 中의 스크러버 지고 韓의 LNG선 떴다

•   머니투데이: "석달간 해외패키지 달랑 53명" 여행업계 실적에 또 충격

•   머니투데이: 테슬라 비싸지나…비싼 전기차 보조금 제외 검토

•   더벨: 두산건설 매각, MOU 체결 지연 '이상 징후'

•   헤럴드경제: 한국, 내년에도 국가채무 급증 우려

•   헤럴드경제: 최정우의 LNG 사업 고도화 ‘순풍’…포스코에너지 LNG 직도입 확대

•   파이낸셜뉴스(P1): 이념 대신 이익… 경제갈등, 한국사회 휩쓸다

•   파이낸셜뉴스(P1): "공급 대책 못믿어" 신고가 찍는 서울

•   파이낸셜뉴스: 로또분양 막겠다는'지분적립형주택', 대출기준 등이 관건 [부동산 대책'후폭풍']

•   파이낸셜뉴스: 똑똑해진 개미들…순매수 상위 10대 종목 수익률 70% 넘었다

•   파이낸셜뉴스: 코로나에… 시총 '톱10'도 뒤집혔다

•   파이낸셜뉴스: 금·은 가격 랠리 언제까지? "내년 상반기까진 간다"

•   아시아경제(P1): 민주당, 경제민주화도 '고속도로 입법'…"내달 국회 핵심 과제"

•   디지털타임스(P1): 청년 취업 "이생亡"… 황혼 취업 "일생忙"

•   디지털타임스(P1): 정부, 내년 예산 7~8% 올린 550兆 검토

•   이데일리(P1): HDC현산 “만나서 재실사 논의하자”…금호산업 대면협상 제안 수락

•   이데일리(P1): [부동산大진단]文정부 23번의 대책…결과는 '낙제점'

•   이데일리: [부동산大진단]"조세저항 우려…민간재건축 규제완화 필요"

•   이데일리: [갈길 먼 해상풍력]'그린뉴딜'로 띄운 장미빛 청사진..기대반 우려반

•   이데일리: [갈길 먼 해상풍력]“로컬콘텐츠(국산부품) 비중 늘려 풍력생태계 키워야”

•   이데일리: [갈길 먼 해상풍력]그린뉴딜 올라탄 두산重..기술력 어디까지 왔나

•   이데일리: "현대차가 옳았다"..정기공채 폐지하니 오히려 채용규모 늘어

•   이데일리: 갤럭시노트20 일반 vs 울트라…"달라도 너무 달라"

•   이데일리: [공공기관 24시]너도 나도 '뉴딜'…포장갈이한 '올드딜'

•   이데일리: 로봇의 시대가 온다… 유통업계, 배달로봇 도입 가속

•   연합: 한은 "주요국 완화적 통화정책으로 금값 강세 이어질 것"

•   연합: 기재차관 "RE100·EU 탄소국경세 등 움직임에 선제적 대응 필요"

•   연합: 삼성전자 "반도체 격차 더 벌린다"…평택 최대 공장 건설 본격화

•   뉴시스: 현대重그룹 "두산인프라코어 인수설 사실 무근"…두산重도 부인

•   뉴시스: 한전, '발전사업 참여' 법안 추진 논란에 "우려 해소할 것"

•   뉴스핌: SKC "배터리 핵심 소재 동박, 하반기 두자릿수 증가 예상"

•   뉴스1: 내달 月최대 1.7조 비우량 회사채 만기…저신용 SPV 효과보나

•   이투데이: [르포] “분위기 좋다”…갤노트20 사전판매 현장 가보니

•   비즈니스포스트: [오늘Who] 두산밥캣 지키고 싶은 박정원, 두산중공업 회생의 자금줄

•   팍스넷뉴스: 현대重, '인프라코어·밥캣' 패키지 인수 검토

•   Renewables Now: Nordex gets EUR 350m in debt as COVID-19 aid

•   에너지경제: 발전부문 독립' 전력산업 구조개편, 19년 만에 되돌이표?

•   에너지경제: 한전, '신재생 발전사업 추진, 중소업체 죽이기 아냐'

•   에너지경제: 에경연 '한국판 그린뉴딜 성공…에너지 가격체계, 시장제도 개편 필요'

•   Equipment World: Caterpillar expands online machine sales, with set pricing, further into lineup

•   건설경제: 건설기계 수출은 반토막인데 내수는 성장… 왜?

•   건설경제: 임금협상 2R 앞둔 건설노사, 2개 분과 ‘온도차 극명’

•   건설경제: 거세지는 탈석탄 흐름…해외 석탄발전사업 자금조달 어려울 듯

•   OilPrice.com: Why Is The U.S. Importing So Much Russian Fuel Oil?

•   MINING.com: Russia on track to become world’s top gold producer by 2029 – report

•   CNET: The Galaxy Note 20 doesn't come with headphones and that's a good thing

•   CNET: Galaxy Note 20 Ultra: 5 features I wish Apple would copy for the iPhone 12

•   CNET: Note 20: How do you sell a $1,000 phone during a pandemic? Samsung has a plan

•   CNET: Is GM pondering an all-EV spinoff?

•   Verge: Toshiba is officially out of the laptop business

•   전자신문(P1): SK이노 '니켈 90%' NCM 전기차 배터리 세계 첫 상용화

•   전자신문(P1): LG그룹 '전장사업 육성' 통했다...수주 잔액만 '200조+α'

•   전자신문: 신재생에너지 이격거리 점진적 폐지 추진…에너지 전환·그린 뉴딜 속도

•   전자신문: [세종만사]4차 추경 가능성에 쉴 새 없는 '예산실'

•   전자신문: [IT핫테크]'신발 바꿔 신듯' 바퀴 모양 바꾸는 로봇 개발

•   전자신문: 플렉시블 OLED' 전성시대…삼성D-LGD, 모바일 시장 공략 가속

•   디지털데일리: 삼성, 2018년 ‘3년 180조원 투자·4만명 고용’ 약속…중간점검, 결과는?

•   Phone Arena: Next year's iPhone could come with Galaxy Note 20 Ultra's dynamic 120Hz LTPO panel

•   Phone Arena: Another manufacturing issue impacts 5G Apple iPhone 12 and iPhone 12 Max

•   Robotics & Automation News: Mighty Buildings aims to automate 80 percent of construction process

•   Robot Report: Will the COVID-19 crisis accelerate the arrival of self-driving vehicles in our daily lives?

•   헬로티: [Industry Issue] ‘소재·부품·장비 2.0 전략’ A to Z

•   Nikkei Asian Review: Japan's biggest companies plot 16% jump in tech investment

•   Nikkei Asian Review: Japan and UK agree on 'substance' of trade deal with aim of Jan 1 start

•   Nikkei Asian Review: Japan fails to win early end to auto tariffs in UK trade deal

•   Nikkei Asian Review: Japanese scientists turn to silkworms for COVID-19 vaccine

•   Mainichi: Coronavirus to cut remittances to Asia-Pacific by $54.3 billion: ADB

•   Economic Times: Covid: After six months of relative relief, is India about to enter a difficult phase?

•   Times of India: Record 64,399 new Covid-19 cases; 861 deaths in India

•   Livemint: India smartphone sales to recover second half after halving in June quarter: IDC

•   Business Standard: India, China hold MaIndia, China hold Major General-level talks over disengagement in Despangjor General-level talks over disengagement in Despang

•   Folha de S.Paulo: Bolsonaro Says He Did 'The Possible and The Impossible' to Prevent Deaths by Covid-19

•   Jakarta Post: Agriculture resilient to pandemic’s impact

•   Jakarta Post: Indonesia allocates $684m to lend to regions to boost economy, step up spending

•   Jakarta Post: Bank Indonesia buys $5.6b in govt bonds in burden-sharing scheme

•   Jakarta Post: Indonesia must control virus spread to hasten recovery: Economists

•   Jakarta Post: Indonesia second most confident in Southeast Asia about reopening tourism, study finds

•   Jakarta Post: Dems, PDI-P discuss cooperation in upcoming regional elections

[Opinions]

•   Project Syndicate(Daniel Gros): The High Cost of a Strong Euro

•   Project Syndicate(Hoe Ee Khor, Rolf Strauch): Why Asia and Europe Are Responding to the Same Crisis Differently

•   FT(Editorial Board): Dividend cuts are an opportunity for a reset

•   FT(Editorial Board): The risks of a broken American election

•   FT(Editorial Board): A strong India cannot be built on religious division

•   FT(Rana Foroohar): The great trade unwinding

•   FT(John Dizard): Fed policy could leave retirees broke after crisis

•   FT(Paul Collier): Pandemic threatens African economic success

•   FT(Mariana Mazzucato): The success of the EU recovery fund will depend on bold missions

•   FT(Joe Rennison): Central bankers are caught in a leverage trap

•   FT(Jonathan Wheatley): Emerging market central bankers have had a good crisis

•   FT(Tom Braithwaite): Why is Silicon Valley so chilled about the cold war with China?

•   FT(Richard Waters): Apple’s rivals are picking the wrong battles

•   WSJ(Andy Kessler): ‘Investment Master’ Goes Abroad

•   WSJ(Scott Gottlieb): Don’t Let Covid and the Flu Team Up to Pound America

•   WSJ(Kristen Day, Xavier Bisits): The Democrats Biden Doesn’t Want

•   WSJ(Lucian Bebchuk, Roberto Tallarita): ‘Stakeholder’ Capitalism Seems Mostly for Show

•   WSJ(Mark A. Bloomfield, Oscar S. Pollock): On Capital Gains, Joe Biden Is No Jack Kennedy

•   NYT(Editorial Board): The Coronavirus Could Be Controlled by October With the Right Steps

•   NYT(Thomas L. Friedman): Beirut’s Blast Is a Warning for America

•   NYT(Ruchir Sharma): Why Is Everyone Buying Gold?

•   NYT(Binyamin Appelbaum): The Coming Eviction Crisis: ‘It’s Hard to Pay the Bills on Nothing’

•   WP(Editorial Board): Trump’s executive orders won’t cut it. Congress needs to make a deal.

•   WP(Editorial Board): The Saudi crown prince of death squads

•   WP(Catherine Rampell): The July jobs report sounds pretty good — until you look at this recession chart

•   WP(Max Boot): A damning new article reveals how Trump enables Russian election interference

•   WP(Colbert I. King): Things are looking good for Biden. But things could change in an instant.

•   WP(Richard Blumenthal): The threat to U.S. elections is real, and frightening. The public has a right to know.

•   Bloomberg(Daniel Moss): Two Countries, 232,851 Cases and One Big Problem

•   Bloomberg(Justin Fox): An Economic Data Point Worth Smiling About

•   Bloomberg(Mac Margolis): Latin America Infrastructure Woes Add to Inequality

•   Bloomberg(Brian Chappatta): Jobs Report Satisfies Everyone and No One

•   Bloomberg(Shuli Ren): Inflation Is Coming, and Big Tech Won't Protect You

•   Bloomberg(John Authers): Biden Looks Vulnerable. The Market, Not So Much

•   Bloomberg(Marcus Ashworth): The Bank of England Is Playing With Fire

•   Bloomberg(Julian Lee): Saudi Arabia Turns Off America’s Oil Taps Again

•   Bloomberg(Nisha Gopalan): Trump Interrupts the China Day-Trading Party

•   Bloomberg(Jonathan Bernstein): It’s Trump Versus Democrats, Republicans and Economists

•   Bloomberg(Jonathan Bernstein): The Polls Remain Dismal for Donald Trump

•   Bloomberg(Eli Lake): How the U.S. Will Try to Extend the Arms Embargo on Iran

•   Bloomberg(Hal Brands): If America and China Go to War, It Won’t Be an Accident

•   Bloomberg(Tim Culpan): Trump Blew Up More Than Just TikTok and WeChat

•   Bloomberg(Tae Kim): Trump's TikTok, WeChat Ban Is Big Tech’s Problem, Too

•   Bloomberg(Danielle DiMartino Booth): Scars Inflicted on Travel Are Looking Permanent

•   Bloomberg(Michael Schuman): TikTok’s Fate Is a Bad Sign for China’s Rise

•   Bloomberg(Niall Ferguson): TikTok Is Inane. China’s Imperial Ambition Is Not.

•   CNBC(Sue Gordon): We keep making the same mistakes with data. Here's how we fix the problem

•   CNN(Samantha Vinograd): US election 2020: The foreign threats facing America

•   MarketWatch(Nigam Arora): The stock market is in a bubble — but the bubble is likely to get bigger

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

•   MarketWatch(Ben Carlson): Why would anyone own bonds now? There are at least five reasons

•   한경(김명자): 사용후핵연료 처리, 정부가 결단 내려야

•   서경(사설): 폭우에 무너진 태양광, 난개발 멈추라는 경고다

•   조선(정범진 ): 재생에너지 발전 비율 꼴찌면 어떤가

•   중앙(손성용): ‘로컬 에너지’가 녹색 공동체를 일군다

•   문화(사설): 韓電에 탈원전 이어 신재생 發電 덤터기, 피해는 국민 몫

•   아시아경제(최지웅): 주식·환율보다 유가 예측이 더 어려운 이유