Business Intelligence Monitor 200824

(Introduction)

[Markets]

•   Global: Global stocks, dollar rise with U.S. economic data

※   Snap-back in U.S. business activity propels stocks higher

※   U.S. home sales rise at record pace for 2nd month in row

※   Euro breaks weeks of gains after disappointing European data

※   German, French, eurozone PMIs below expectations

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 1.34% 반등 마감…2,300선 회복

•   한국: "너무 떨어졌나"...SK하이닉스 '7전8기'

•   한국: 미래車부품 기대감…LG전자, 2년만에 9만원

•   한국: 두산그룹주 하락 우세, 두산밥캣 두산중공업 내리고 두산 3%대 올라

•   Metals: Copper falls before global economy tribulations, but would close the week with gains

•   Grains: Corn gains as Iowa yields falter on storm damage

•   DRAM: D램 현물가 30% 급락…'3중苦' 몰린 메모리반도체 기업

[Indicators]

•   Global Rig count: The Global Rig Count Hits A Record Low

•   US Jul. Existing home sales: U.S. Existing-Home Sales Rose Nearly 25% in July

•   US Aug. PMI: U.S. Economic Recovery Gains Steam While Others Stutter

•   US Q3 GDP Nowcast: Aug 21, 2020: New York Fed Staff Nowcast

•   Eurozone Aug. PMI: Eurozone economic rebound is losing steam, surveys suggest

•   UK Jul. Retail sales: Retail sales in the U.K. are back to their pre-coronavirus levels. Here’s why this may not last

•   UK Jul. Construction contracts: UK construction leaps in July

•   UK Aug. PMI: UK economy springs back on summer of spending

•   한국 7월 법인파산: "회사 살리기보다 접겠다"…코로나에 '백기' 든 기업들

•   한국 7월 개인파산: 회사 파산→재취업 실패…개인파산도 3만건 육박

•   한국 8월 1~20일 수출: 8월 1∼20일 수출 7.0%↓…7월 한달 감소폭 수준

•   한국 주간 아파트 가격(KB): 서울 아파트값·전셋값 오름세 지속..상승폭은 축소

•   Japan Jul. CPI: Japan's core consumer prices stay flat in July

•   Japan Jul. Department store sales: Japan department store sales drop 20.3% in July over pandemic

•   Peru Jun. Metal exports: Peruvian metal exports recover in June – report

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Pay Cuts Are Coming to an End at Some Companies

•   WSJ: Billions in Federal Covid-19 Testing Funds Still Unspent

•   WSJ: New U.S. Coronavirus Cases Stay Below 50,000

•   WSJ: FDA Authorizes Convalescent Plasma for Covid-19 Use

•   WSJ: What Is Covid-19 Convalescent Plasma?

•   WSJ: Antibody Drugs Advancing to Fill Covid-19 Treatment Gap

•   WSJ: ETF Boom Fuels Gold’s Sharp Rise

•   WSJ: Coronavirus Lifts Government Debt to WWII Levels—Cutting It Won’t Be Easy

•   WSJ: Trump Trails Biden, but Polls Show the President Has Some Strengths

•   WSJ: White House Dismisses Trump Sister’s Criticisms

•   WSJ: Why California Keeps Having Blackouts

•   WSJ: Covid-19 Is Dividing the American Worker

•   WSJ: Europe Lifts Tariffs on U.S. Lobsters

•   WSJ: Economy Week Ahead: Housing, Factories, Fed and Consumers

•   WSJ: Newsletter: U.S. Labor Market Cools, U.K. Output Jumps

•   WSJ: Many Companies Postpone Office Reopening Plans

•   WSJ: Companies Fret as Vacation Days Go Unused

•   WSJ: Coronavirus Further Complicates Shell’s Giant Floating Gas Project

•   NYT: Biden Leaves Convention With a Clear Mission: Stop Trump

•   NYT: Biden Always Had a Simple Message. He Rode It to the Nomination.

•   NYT: Xi Declares War on Food Waste, and China Races to Tighten Its Belt

•   NYT: A Glimmer of Hope for Trump? How Bush Mounted a Comeback in 1988

•   NYT: After Another Week of Setbacks, Trump Looks to Change the Story Line

•   NYT: Trump says he is ‘the only thing standing between the American dream and total anarchy.’

•   NYT: Electric Vehicle Makers Find a Back Door to Wall Street

•   NYT: TikTok to Challenge Trump Administration Over Executive Order

•   WP: In tense Belarus, strongman Lukashenko turns back toward Moscow for help

•   WP: ‘Are you really going to impeach me?’: How the Ukraine bombshell unfolded over 48 hours and laid bare Trump’s fixation with Biden

•   WP: Atlanta Fed chief Raphael Bostic is rethinking the Fed’s mandate to narrow racial and economic disparities

•   WP: House passes bill to boost U.S. Postal Service amid Trump attacks

•   FT: Kremlin-critic Alexei Navalny flown to Berlin for treatment

•   FT: Navalny poisoning fits pattern of behaviour in Putin’s Russia

•   FT: Socialising pushes Spain’s Covid-19 rate far above rest of Europe | Free to read

•   FT: Lukashenko regime has striking workers in its sights

•   FT: Turkey hails big gas discovery in the Black Sea

•   FT: Hong Kong to take action against US ‘Made in China’ label demand

•   FT: US-China: is Huawei ‘too big to fail’?

•   FT: ‘K-shaped’ stock recovery widens gap between winners and losers

•   FT: UK bondholders’ bill for inflation reform jumps by £10bn

•   FT: Trump considers fast-tracking UK Covid-19 vaccine before US election

•   FT: Huawei and ZTE slow down China 5G rollout as US curbs start to bite

•   FT: Belarus protesters undeterred in face of threat of army response

•   FT: Alarm across Europe over surge in coronavirus cases

•   FT: Eurozone industry fears rebound from virus crash will be shortlived

•   FT: Biden says he is willing to ‘shut down’ US to contain Covid-19

•   FT: What steps will central bankers reveal at Jackson Hole summit?

•   FT: South Korea urged to follow Japanese lead on coal finance ban

•   FT: Mexico reports ‘catastrophic’ 60,000 Covid-19 deaths

•   FT: Pandemic triggers wave of billion-dollar US bankruptcies

•   FT: Parts of north-west England face tougher coronavirus restrictions

•   FT: Trudeau’s grand, green spending ambitions come at a cost

•   FT: Michel Barnier accuses UK of wasting time in Brexit trade talks

•   FT: UK public debt tops £2tn for first time on Covid-19 spending boom

•   FT: Trump’s executive orders provide little money for jobless

•   FT: Democrats raise $70m during four-day convention

•   FT: Bets against US stocks drop to 15-year low as market rallies

•   FT: Carbon trading: the ‘one-way’ bet for hedge funds

•   FT: Huawei employees worry about lay-offs after tougher US sanctions

•   BBC: Coronavirus will be with us forever, Sage scientist warns - BBC News

•   Bloomberg: Goldman Sachs: Almost Quarter of Temporary Virus Layoffs in U.S. to Be Permanent

•   Bloomberg: China Risk May Overshadow Emerging Markets Eyeing Vaccine Hopes

•   Bloomberg: Chinese Premier Says Economy Can Grow in 2020 If Jobs Target Met

•   Bloomberg: China Vows Continued Support for Hong Kong as Financial Hub

•   Bloomberg: Thailand Seeks Safe Way of Reopening Borders to Boost Economy

•   Bloomberg: Fed Has Used Only a Fraction of Main Street Lending Facility

•   Bloomberg: Wages Soar More Than 25% in Key Region of Battleground State

•   Bloomberg: U.K.’s Sunak Faces Tough Choices on Job Furlough Program

•   Bloomberg: EU Trade Chief Fights to Keep His Job After Pandemic Stumble

•   Bloomberg: GOP Voters Say Economy, Covid-19 Response Good in CBS Poll

•   Bloomberg: Iran’s Khamenei Says Economy Shouldn’t Depend on Trump Losing

•   Bloomberg: Bond Traders Clamoring for Answers Bet the Fed Isn’t Done Yet

•   Bloomberg: Is the Tech Bubble Going to Burst? Survivors of First Boom Speak

•   Bloomberg: Nouriel Roubini Says Wall Street Euphoria Ignores Main Street Hardships

•   Bloomberg: RBI’s Das Says Loan Restructuring Plan Will Help Revive Economy

•   Bloomberg: Trump Administration Said to Turn Away From Pebble Mine Support

•   Reuters: Moderna says more than 40% of participants enrolled for COVID-19 vaccine trial

•   Reuters: Exclusive: Nearly a fifth of enrollees in Pfizer, BioNTech COVID-19 vaccine study are Black or Latino

•   Reuters: Global coronavirus deaths exceed 800,000

•   Reuters: Brazil coronavirus cases pass 3.6 million, death toll at 114,744

•   Reuters: Saudi-led coalition downs drone, ballistic missile launched by Yemen's Houthis - Energy & Oil

•   Reuters: Italy tops 1,000 daily coronavirus cases for first time since May

•   Reuters: South Africa's COVID-19 infections breach 600,000 mark

•   Reuters: Shenzhen's ChiNext challenges Shanghai, adds fuel to 'technology war' with U.S

•   CNN: Premarket stocks: No country is safe from the Covid-19 economic threat

•   CNBC: WHO warns a coronavirus vaccine alone will not end pandemic

•   CNBC: Pompeo vows tough U.S. stance on China but is open to talks

•   CNBC: U.S. prepared to enforce sweeping UN sanctions on Iran, Pompeo says

•   MarketWatch: ‘The housing market is on a sugar high’: Home sales are soaring, but is it a good time to buy? Here’s what the experts say

•   MarketWatch: Even with a strong crop this year, U.S. farmers are suffering

•   Politico: Biden is already forming a government. Here's what his Cabinet could look like.

•   SCMP: India, Japan, Australia keen to boost supply chain security by reducing reliance on China

•   SCMP: US-China trade talks opportunity for Beijing to ‘negotiate and manage’ growing hostilities

•   SCMP: China’s ageing rural peasants labour into their twilight years as pensions ‘cover only oil and salt’

•   SCMP: Rise of Chinese AI and quantum computing threatens American military tech, says report for US Congress

•   SCMP: Coronavirus: China has been using Covid-19 vaccine candidate on key workers since July, health official says

•   SCMP: US-China relations: Beijing condemns financial sanctions on Hong Kong

•   SCMP: Donald Trump says US and China could decouple, if ‘they don’t treat us right’

•   SCMP: TikTok faces ‘uphill struggle’ in court challenge to Donald Trump’s ban

•   매경(P1): 전국이 뚫렸다…文 "방역 방해땐 체포·구속"

•   매경: 삼성·LG·한화 확진자 속출…재계도 비상

•   매경(P1): `2차 재난지원금·4차 추경` 또 꺼낸 與

•   매경: 與 2차 재난지원금 카드…59년만에 4차추경 나서나

•   매경(P1): 세금에 놀란 법인…아파트 `패닉셀링`

•   매경: 쏟아지는 법인아파트…"서울은 나중에, 경기·지방부터 팔자"

•   매경: 외국인 부동산거래 또 최대치 찍었다

•   매경: "北 김정은 통치부담 줄이려 권력아닌 권한만 분산"

•   매경: 규제 비웃듯…부동산 `꼼수 대출` 기승

•   매경: 코로나 재확산 충격…음식점>백화점>마트

•   매경(P1): 野도 2차 재난지원금…김종인 "4차추경 검토"

•   매경(P1): 새만금 착공 29년만에 첫 파종

•   매경: 새만금, 우리밀 시험재배 `합격`…간척지 밭농사 시대 열렸다

•   매경(P1): [단독] 후끈 달아오른 앱호출 `가맹택시`

•   매경: 타다 빈자리 노리는 카카오·마카롱…모빌리티 새판짜기 `시동`

•   매경: `타다 프리미엄` 부활 날갯짓

•   매경: 현대차·SKT…대기업도 뛰어드는 모빌리티 플랫폼

•   매경: 코로나·살인월세 피해…미국인들도 내집마련 열풍

•   매경: 족집게 JP모건 "한국, 8월말 코로나 정점"

•   매경: 공정위의 무리한 과징금…환급 1조 넘어

•   매경: 장기보유 稅공제 포기 못해…종부세, 이사도 막았다

•   매경: [단독] 국민 64%는 `현금없는 사회`에 시큰둥

•   매경: 믿었던 반도체마저…재계 하반기가 두렵다

•   매경: LG 중저가 야심작 `Q92`…5G 스마트폰시장 흔들까

•   매경: 삼성 스마트폰에 SKT 블록체인 담는다

•   매경: "규제 전 막차타자"…재건축·재개발 `속도`

•   매경: 백화점·쇼핑몰 `한산`…카페는 여전히 `북적`

•   한경(P1): 7월 서울 아파트 매입 3건 중 1건은 30대였다

•   한경(P1): "이 질문엔 답을 주저했네요"…AI면접관에 속내를 들켰다

•   한경: "청탁 원천 불가"…기업 인사도 AI에 맡긴다

•   한경: 이재갑 "고용대란, 외환위기 수준 넘을 수도"

•   한경: 정부 "재정준칙 정해 예산 관리하자"…與 "논란거리 왜 만드나"

•   한경: "1주택자 보유세 급증" 비명에도…귀막은 기재부

•   한경: 이스타항공 "직원 절반 해고"…LCC發 고용대란 현실화

•   한경: 두산 모트롤BG 매각 장기화…본입찰 한달 넘었지만 최종 인수자 결정 못해

•   한경: 박용만 상의 회장 취임 7주년 "내 평가는 자네들이…"

•   한경: 갤럭시노트20, 세계 70개국 출시

•   한경: 재상승? 조정 지속?…美 유동성 회수가 '변수'

•   한경: "급락하면 무조건 산다"…개미들 '성공 방정식' 되나

•   한경: 금융위, 공매도 금지 연장 '가닥'

•   한경(P1): 3차 추경까지 재정적자 111조…'현금 살포' 꺼냈다 일시 후퇴한 與

•   한경: 김경수 "지원금 주면 방역에 방해"

•   한경: 與, 또 나랏돈 풀자는데…다시 시험대 오른 홍남기

•   한경: 점점 굳어지는 2차 재난지원금…100%냐 하위 50%냐

•   한경(P1): 與, 이번엔 '화력발전 수출 금지'…中企 340곳 '멘붕'

•   한경: 與 폭주에 정부 침묵…베트남 발전시장서 '퇴출' 우려

•   한경: 정부, 원전해체硏 설립 허가…3223억원 투입

•   한경: 그린딜 외치면서…EU의 '이율배반'

•   한경(P1): 토지거래허가 비웃는 현금부자들…강남·잠실은 더 올랐다

•   한경: 하루 5만원씩 최대 50만원…가족돌봄지원 9월까지 연장

•   한경: 하늘·바다만 쳐다보는 태양광·풍력…발전량 6분의 1 줄었다

•   한경: "한달 일해도 퇴직금?"…경총, 與 개정안 '반대'

•   한경: "중장년 고용률 100%" 황당한 고용부 통계사이트

•   한경: 헬리오시티 매물 이틀새 90% 증발한 까닭

•   한경: "임대말소 물량 쏟아져 집값 안정" vs "서울 아파트 극소수라 역부족"

•   한경: 세종시 아파트값 고공행진…전용 84㎡ '10억 클럽' 눈앞

•   한경: 은행 연체율 상승…건전성 관리 '발등의 불'

•   한경: 구식 취급받던 8인치 파운드리 '제2 전성기'

•   한경: 이재용號 삼성' 시총 82% 늘어…최태원의 SK 67%↑

•   한경: 1주일새 43만대 팔린 갤노트20

•   한경: LG그룹 '아픈 손가락' LGD가 꿈틀댄다

•   서경(P1): [이슈앤워치] 개인 계좌 추적권까지 추진···부동산감독기구 무소불위되나

•   서경: 전방위 사찰 가능해져···'부동산 거래 음지화' 부를수도[논란의 부동산감독기구]

•   서경: 국내 임상시험 16건...치료제 연내·백신은 내년 개발 목표

•   서경: [단독]비정규직 4명중 1명만 경쟁채용...정규직화 '勞勞갈등'만 키웠다

•   서경: 한국투자증권 "더 이상 석탄에 투자하지 않겠다"

•   서경: [시그널] 몸값 더 받을 수 있는데... 방산 탓에 모트롤 매각 결론 못내는 두산

•   서경(P1): 감염대란 엎친데 의료대란 덮쳤다

•   서경: [단독] TK 확진 급증할때 지원금은 수도권부터, 지급 기준도 중구난방..결국 기금 '바닥'

•   서경: 韓銀, 올 성장률 '-1% 안팎'으로 낮춘다

•   서경: [단독]입맛대로 '기재부 국회보고'...'허술한 수입추계'에 통화정책 월권 논란까지

•   서경: 종부세 대폭강화 나서지만···작년에도 2,761억 못 거둬

•   서경: 수주 1위라는 韓조선...특허출원은 5년새 1/4 토막[

•   서경: 증시 대기 자금 260조..개인이 '절반'

•   서경: 코스피 외국인 비중 35.8%로 3년반 만에 최저

•   조선: 코로나 재확산, 신천지 사태보다 심각한 세가지 이유

•   조선: 깜깜이 확진 16% 넘어… K방역 핵심인 추적조사 불가능

•   조선: [단독] "산림훼손 극심" 산림청도 학을 뗀 山地 태양광 난개발

•   조선: 상반기 펄펄 날았지만… 반도체에 드리운 3가지 악재

•   조선(P1): 1주일에 1조씩… 묻지마 주식 '빚투'

•   조선(P1): 이번주가 마지노선, 3단계 거리두기 검토

•   조선: 이번 코로나 더 두려운 이유, 감염력 9배 강한 GH 그룹

•   조선: 부부 공동명의, 종부세 역차별, 윤희숙 "조선시대냐"

•   조선: 미아동·상계동·봉천동 아파트값 9억 돌파

•   조선: 영화·공연 관람객 반토막… 300석 푸드코트엔 손님 3팀뿐

•   조선: 전국 등교 축소… 워킹맘 "돌봄휴가 다 썼는데"

•   조선: "코로나로 일 없어요" 상반기 취업 10년만에 감소

•   조선: [Mint] 애플의 끊임없는 혁신… 아이폰 판매 비중 줄어도 구독료 수입이 늘어난다

•   조선비즈: "부담되는 수준" VS. "폭락 쉽지 않아"… 증시 거품론 갑론을박

•   IT조선: 메모리 1위 삼성이 시스템반도체에 더 목매는 이유

•   중앙: “야외 장시간 노출 땐 감염 가능성…둘이 있어도 마스크 써야”

•   중앙(P1): 사람 날아갈 정도…시속 200㎞ 태풍 '바비', 26일 한반도 온다

•   중앙: 하루 확진 909명 찍었던 2월29일, 그때 상황보니 지금이 고비

•   중앙: 대기업 채용계획 30% 낮출 때, 벤처는 3만명 더 뽑았다

•   중앙: 스타트업, '일자리 대안'으로 떠오른다…'5년짜리' 직장 한계는 숙제

•   동아(P1): 수익률 1%대… 쥐꼬리 퇴직연금

•   동아(P1): “코로나 안정되면 시진핑 방한”… 연내는 힘들듯

•   동아: 中, 美와 갈등속 ‘우군’ 요구… 정부 ‘줄타기 외교’ 시험대 올라

•   동아(P1): 서울 마스크 의무화, 인천 10인이상 모임 금지

•   동아: ‘추석 이동제한 검토’ 대변인 언급에 與 화들짝

•   동아: 1차 재난지원금 소비진작 효과 제한적

•   동아: 日, 지소미아 종료 관련 ‘의도적 침묵’

•   동아: [단독]韓 지지 요청에도… 美 “日과 무역분쟁, WTO심리대상 아냐”

•   동아: “수도권 127만채 2028년까지 분양 완료”

•   동아: 급여반납 약속 지킨 두산 대주주 일가… 경영정상화 가속

•   문화(P1): “원수님 진창길 걸으시게 해”… 北 간부들, 경제실패 경쟁적 자아비판

•   문화: 25가구에 태양광 36곳… “온마을 패널에 뒤덮일 판”

•   문화: 밥캣과 분리매각 · 中법인 지분 소송… 인프라코어, 두산 정상화 ‘막판 변수’

•   한국: 전기차만? 전기선도!… ‘포스트 LNG선’ 준비하는 조선업계

•   한국(P1): [코로나 완치, 끝이 아니었다] "숨가쁘고 가슴이 탄다"…완치 후 진짜 고통이 찾아왔다

•   국민: 16년 만에 재추진 행정수도 이전, 이번엔 장벽 넘을까

•   국민: “수도는 서울” 2004년 헌재 결정 근거는 관습헌법

•   서울: 통상임금 소송 기업들, 기아차 노조 상고심 승소하자 ‘초긴장’

•   세계: 경기부양·지구 온난화 ‘두 토끼 잡기’… 그린뉴딜 뜬다 [심층기획]

•   경향: 기재부 1차관 “지금은 경제보다 방역이 우선”

•   머니투데이(P1): 2차 팬데믹이 '600조 예산' 시대 부른다

•   머니투데이: [르포] 검사 받으려다 코로나 걸리겠다…모여 앉은 검사대상자

•   머니투데이: SOC예산 11년만에 25조 넘을까..커지는 증액 공감대

•   머니투데이: 수도권발 코로나 최전방 선 전자업계…방역 속앓이

•   머니투데이: K배터리 영토확장 제동 걸리나…배터리 전쟁 3대 쟁점

•   머니투데이: 고용지원금 끊기는 기업 7만…'도미노해고' 닥칠까

•   머니투데이: "8조 체코원전 따내자" 한수원·두산重 등 '팀 코리아' 뭉쳤다

•   헤럴드경제(P1): 정부, 코로나 백신 도입 팔걷었다

•   헤럴드경제: 고용유지지원금, 작년의 50배 넘겼다

•   헤럴드경제: 침체된 공모펀드 시장…‘ESG펀드’로 빈틈 공략

•   헤럴드경제: “안 터져 속터져!”…‘님비 덫’에 걸린 5G폰 [IT선빵!]

•   헤럴드경제: “배달로봇이 3㎞ 달려 집앞으로 온다”

•   헤럴드경제: “임대료도 정부가 정한다”…표준임대료 도입 ‘저울질’

•   헤럴드경제: 한국형 임대제도 전세…흔들릴지언정 사라지진 않는다

•   헤럴드경제: 다가오는 월세시대 대응, 전월세 전환율 인하로는 부족…세액공제 등 ‘당근’ 필요

•   파이낸셜뉴스(P1): [단독]용산정비창, 상업·R&D 복합 ‘제2 마곡’으로 개발

•   파이낸셜뉴스: 거리두기 3단계땐 내수·수출 추락… 성장률 -2%대 비관론도 [또다시 코로나發 경기침체]

•   아시아경제(P1): [르포] "소상공인·신용 대출금도 바닥났는데…확진자 문자오면 손님도 뚝"

•   아시아경제(P1): [기로에 선 공매도]트라우마·딜레마 그리고 공매도

•   아시아경제: [기로에 선 공매도]'증시에 찬물 vs 외국인 이탈'…찬반 팽팽

•   아시아경제: "금천구 7억, 매매 아니고 전세" 서울 외곽 전세시장도 '비명'

•   디지털타임스(P1): [단독] `제조업 심장` 국가산단이 식어간다

•   디지털타임스(P1): 우울한 수출기업… "하반기 매출 4.2% 감소" 전망

•   디지털타임스(P1): 코로나가 뺏은 수명 407만년

•   이데일리(P1): 분양가상한제로 힘 잃은 HUG…분양보증 독점 깨지나

•   이데일리: 현경硏 "코로나19 재확산…올해 韓경제성장률 -0.5%"

•   이데일리: "공무원 임금 깎아 재난지원금" 주장에…공직사회 '부글부글'

•   이데일리: 전기차 배터리 핵심소재 투자 확 늘리는 재계..경쟁 후끈

•   이데일리: TSMC 공격적 채용에 삼성 파운드리도 대응책 고심

•   연합: 전력난'에 빠진 북한, 전기절약 강조…"극력 아껴 써야"

•   연합: 9차 전력수급계획 최종 협의 막바지…핵심은 '환경급전'

•   연합: 물건너간 V자 반등…정부, 코로나 2차 충격 보완책 추진

•   연합인포맥스: 두산, 코로나19 충격으로 이익 둔화…친환경 에너지가 희망 - 연합인포맥스

•   KBS: 해상풍력에 수소트램까지…‘그린뉴딜’로 돌파구!

•   비즈니스포스트: 두산중공업 유상증자 적기, 두산의 모트롤BG와 두산솔루스 매각 시급

•   뉴스웨이: 두산중공업, 채권단 빚만 늘렸다···단기차입금 ‘6조원’ 껑충

•   더팩트: 두산건설 매각 협상 지지부진…연내 거래 성사 위기

•   Power Engineering: Energy Cast podcast: The long play in utility-scale renewable project development

•   reNews: Germany 'needs onshore wind expansion to hit green goals'

•   에너지경제: [기획] 신남방, 에너지자원 신시장 뜬다...(상) 현지 진출 현황·전망

•   Equipment Journal: COVID-19 takes toll on Canadian equipment manufacturing

•   OilPrice.com: California’s Renewable Energy Conundrum

•   OilPrice.com: Is Exploring For Oil Still Profitable?

•   OilPrice.com: America’s Ageing Nuclear Fleet Underprepared For Climate Change

•   OilPrice.com: Russia Overtakes Saudi Arabia To Become Second Largest Oil Producer

•   CNET: Chinese EV maker Nio will let you buy its cars without a battery

•   전자신문(P1): 삼성전자, 세계 스마트폰 점유율 10년 만에 한 계단 하락

•   전자신문: [이슈분석]삼성전자 '투자 기지개' 켜자, 보릿고개 넘은 장비 '호실적' 수확

•   전자신문: [이슈분석] "中 투자 덕에"…韓 디스플레이 장비, 상반기 실적 훈풍

•   전자신문: [이슈분석]배터리 소재·장비 실적 희비…3.4위 선방·1.2위 고전

•   전자신문: IC인사이츠 "세계 D램 설비 투자 21% 감소 전망"...삼성·하이닉스는 각각 21%, 38% ↓

※   IC Insights: DRAM Capex Spending Expected to Decline 20% in 2020

•   ZDNet Korea: "美 화웨이 추가제재, 반도체보다 OLED에 영향"

※   TrendForce: TrendForce Analyzes Impacts of Expanded U.S. Sanctions Against Huawei on Five Major Tech Industries

•   ZDNet Korea: "갤노트20 구매하면 쓰던 폰 보상 더 해준다"…삼성, 특별보상판매 시행

•   Phone Arena: Non-flagship foldable phone from Samsung could be here before the year ends

•   Inside EVs: European EV And PHEV Combined Sales Surpass China Thus Far In 2020

•   Robotics & Automation News: Robotics in Oil and Gas: The Need and the Applications

•   Robotics & Automation News: How Industrial Robot Manufacturers are Benefiting Small Businesses

•   Robotics & Automation News: Kuka showcases new fully automated sealing and damping system at Audi

•   Robot Report: Eyes vision system update reflects OnRobot application focused strategy

•   Robot Report: Will malls become distribution centers? Experts weigh in

•   Dronelife: Helicopter Drones: Near Earth Brings Autonomy to Large Scale VTOL Aircraft [VIDEO]

•   물류신문: 물류거점, ‘왜’ 도심으로 들어올까

•   Nikkei Asian Review: Births set to drop 10% in Japan and US in COVID baby bust

•   Nikkei Asian Review: Abe reaches another record, this time for consecutive days in post

•   Nikkei Asian Review: Japan gets ready to lift COVID-19 reentry ban on foreigners

•   Mainichi: Panasonic to boost US battery output capacity 10% for Tesla EVs

•   Japan Times: Coronavirus sparks fears of double-dip recession for Japan

•   Japan Times: Japan's average minimum wage to rise by ¥1

•   Economic Times: India's COVID-19 caseload races past 30 lakh, just 16 days after it crossed 20 lakh

•   Livemint: India, China agree to resolve dispute in ‘expeditious’ manner

•   Business Standard: India has tested over 35 million samples till date for Covid-19, says govt

•   Folha de S.Paulo: Almost Half of Brazilians Saw Family Income Decrease in the Pandemic, Says Datafolha

•   Jakarta Post: Bank Indonesia to cut benchmark rate once again this year, Fitch Solutions says

•   Jakarta Post: ADB pledges to double funds for Indonesia, pushes for green recovery

[Opinions]

•   Project Syndicate(Sławomir Sierakowski, Adam Michnik): Belarus’s Revolution of Dignity

•   Project Syndicate(Pedro Frizo): Stimulating Brazil’s Bioeconomy

•   Project Syndicate(Patrick Njoroge): Digital Finance Is the Key to Post-Pandemic Development

•   Project Syndicate(Jeffrey Frankel): The Dark Heart of Gold

•   Project Syndicate(Brahma Chellaney): China Alone

•   Project Syndicate(Nouriel Roubini): Is the Almighty Dollar Slipping?

•   FT(Editorial Board): Learning from China’s unequal recovery

•   FT(Editorial Board): A poorer retirement is pandemic’s hidden legacy

•   FT(Editorial Board): Pandemic puts a shine on Apple

•   FT(Wolfgang Münchau): The risk of a no-deal Brexit is rising, and that’s no bad thing

•   FT(Edward Luce): Biden frames 2020 as a fight between light and darkness

•   FT(Michael Mackenzie): Wall Street’s record run owes a lot to flattened bond yields

•   FT(Jonathan Ford): Green ambition has short-circuited California’s power supply

•   FT(Robert Armstrong): The dubious appeal of ESG investing is for dupes only

•   FT(John Plender): Covid-crippled property markets ring the alarm for banks

•   FT(John Thornhill): Autonomous ships are about to set sail

•   WSJ(Robert E. Lighthizer): How to Set World Trade Straight

•   WSJ(Kimberley A. Strassel): The Obama-Biden Virus Response

•   WSJ(Peggy Noonan): The Democrats Miss the Meaning

•   WSJ(Scott Gottlieb, Mark McClellan): Betting on Better Drug Trials to Beat Covid-19

•   WSJ(Christopher Hartwell): Belarus Has Finally Had Enough of the ‘Last Dictator in Europe’

•   NYT(Paul Krugman): Stocks Are Soaring. So Is Misery.

•   NYT(Michelle Cottle): Joe Biden: The Anti-Chaos Candidate

•   NYT(Oleg Kashin): Why Would Vladimir Putin Want to Get Rid of Aleksei Navalny Now?

•   NYT(Steven Rattner): The Economic Recovery That Isn’t

•   NYT(Brian F. Schaffner, Jesse H. Rhodes, Raymond J. La Raja): Why Trump Never Stops Talking About ‘Our Suburbs’

•   WP(Editorial Board): A second Trump term might injure the democratic experiment beyond recovery

•   WP(Editorial Board): Americans need a compromise on the economy. Trump must allow one.

•   WP(Karen Tumulty): Don’t be surprised if Biden doesn’t get a convention bounce in the polls. That’s not the point.

•   WP(Mike Murphy): How Biden could still lose

•   WP(John Pomfret): Biden could execute a strong and effective China policy ... thanks to Trump

•   Bloomberg(Noah Smith): Here's How We Beat the Virus and Save the Economy This Fall

•   Bloomberg(Tim Duy): The Forgotten $1 Trillion Supporting the Economy

•   Bloomberg(Andy Mukherjee): Crypto Yuan Will Meet the Dollar — in Hong Kong

•   Bloomberg(John Authers): The Pain of Divesting From China Will Be Shared

•   Bloomberg(Marcus Ashworth): The Euro's Strength Against the Dollar Might Become Contagious

•   Bloomberg(Julian Lee): This Small But Devastating Spill Is a Big Problem for Oil

•   Bloomberg(Ferdinando Giugliano): France Makes an Impossible Coronavirus Promise

•   Bloomberg(Michael R. Strain): The Crippling Return of Long-Term Unemployment

•   Bloomberg(Bobby Ghosh): Europe Picks the Greater Evil in UN Iran Sanctions Vote

•   Bloomberg(Ben Bland): Jokowi's Indonesia Needs a Lot More Than a Reboot

•   Bloomberg(Niall Ferguson): Biden May End Up Being Post-Pandemic Wartime President

•   CNBC(Steve Chiavarone): China economy: Three biggest economic risks to the country right now

•   CNN(David Axelrod): Opinion: Why Trump can't have an 'optimistic' GOP convention

•   MarketWatch(Mark Hulbert): Beware of Wall Street analysts predicting how a President Biden would affect stocks and market sectors

•   MarketWatch(CD Moriarty): Four million U.S. workers have had their pay cut this year — here’s what to do if you’re one of them