Business Intelligence Monitor 200831

(Introduction)

[Markets]

•   Global: Stocks rally on consumer data, yen surges as Japan's Abe quits

※   MSCI all-country world index, S&P 500 at new highs

※   Japan’s Abe resigns on health grounds; yen jumps

※   S&P 500 marks another record closing high

※   U.S. oil prices little moved by massive storm

•   US: Wall Street's 'fear gauge' climbs despite U.S. stock rally

•   US: Dow futures rise 100 points as Wall Street wraps up its best August in more than 30 years

•   한국: 코스피, 하루 만에 0.4% 반등…2,350대

•   한국: 두산그룹주 강세, 두산중공업 26%대 뛰고 두산인프라코어도 상승

•   한국: 5개월만에 5배 상승…두산重 주가 왜 날아올랐나

•   한국: 연기금이 밀어올린 두산重 주가…자구안 순항 '착시', 반짝 수급 효과에 무게

•   Hong Kong: Xiaomi’s Stock Surge a Big Reversal After Post-IPO Struggles

•   Metals: Copper set for third straight weekly rise after Fed policy shift

•   Grains: U.S. soy rises for 5th day on weather concerns; exports support corn

[Indicators]

•   US Jul. PCE: U.S. Consumer Spending Rose More Slowly in July

•   US Jul. Goods Trade Balance: U.S. trade deficit in goods surges 11.7% in July

•   US Jul. Construction employment: Employment Declines from June to July

•   US Aug. Consumer sentiment(final):U.S. Consumer Sentiment Edged Up in Late August on Economy Views

•   US Weekly Oil rig count: The U.S. Oil Rig Count Slips Once Again

•   US Q3 GDP Nowcast: Aug 28, 2020: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 28.9 percent — August 28, 2020

•   Eurozone Aug. Economic sentiment: Virus resurgence darkens Spanish outlook

•   China Aug. Electricity consumption: China Sees Record-Breaking Electricity Consumption In August

•   한국 2019년 인구주택총조사: 나홀로 가구' 30% 첫 돌파…인구 증가율은 세종시 1위

•   한국 2분기 가구소득 대비 주택가격 비율(PIR): 월급 11.4년치 모아야 서울아파트 1채 산다

•   한국 7월 유통업체 매출: 코로나·장마 뚫은 소비...7월 유통매출 4.4%↑

•   한국 9월 중소기업경기전망조사: 코로나 재확산 악재에 中企 체감경기 다시 뚝

•   Vietnam Aug. Balance of trade·CPI: Vietnam Exports Rise 2.5% in Aug.; Inflation Slows to 3.18%

•   Saudi Arabia Foreign reserves: Saudi Arabia Reserves Grew in July From Lowest Level Since 2010

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: RNC 2020: Trump Promises to Heal Nation, Attacks Joe Biden on Jobs, Crime

•   WSJ: Hurricane Laura Exacts Lethal Toll, Causes Widespread Damage

•   WSJ: New Covid-19 Layoffs Make Job Reductions Permanent

•   WSJ: How Coronavirus Overpowered the World Health Organization

•   WSJ: Covid-19 Cases Top 25 Million World-Wide

•   WSJ: TikTok Deal Talks Slowed Over New China Rules

•   WSJ: China Tightens Tech Export Rules Amid TikTok Talks

•   WSJ: Revamped Dow’s Gap With S&P 500 Is Set to Widen

•   WSJ: Wall Street Is Looking for Inflation in All the Wrong Places

•   WSJ: Derby’s Take: Fed’s New Approach to Inflation Defined by Its Vagueness

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

•   WSJ: The Fed Lays Out New Goals, but Its Tools Could Be Lacking

•   WSJ: Newsletter: Consumer Spending, Inflation vs. Employment and the Virus that Won’t Go Away

•   WSJ: Future of Cleaning Oil Spills Looks to Robots, Wood Chips and Sponges

•   WSJ: United Airlines Ends Change Fees for Most Domestic Flights

•   WSJ: Tech Startup, Trying to Be Amazon for Farms, Runs Into Ag Giants

•   WSJ: Companies Rush to Shore Up Covid-19 Testing Ahead of Flu Season

•   WSJ: The Real China Reshoring Isn’t What You Think

•   NYT: Rival Themes Emerge as Race Enters Final Weeks: Covid vs. Law and Order

•   NYT: How the G.O.P. Stretched Hard to Defend Trump on Race and Gender

•   NYT: Many Want to Be Japan’s New Leader. Do They Know What Awaits Them?

•   NYT: U.S. Will Revive Global Virus-Hunting Effort Ended Last Year

•   NYT: Steven Mnuchin Tried to Save the Economy. Not Even His Family Is Happy.

•   NYT: New Yorkers Are Fleeing to the Suburbs: ‘The Demand Is Insane’

•   WP: Trump and Biden look to brutal fall campaign over pandemic, race and the economy

•   WP: At 'Get Your Knee Off Our Necks' March on Washington, thousands demand racial justice

•   WP: Coronavirus cases in some European countries are rising again, but with fewer deaths. For now.

•   WP: Hurricane Laura reduced some coastal Louisiana homes to concrete slabs, nearly consumed entire towns

•   WP: Secret Service copes with coronavirus cases in aftermath of Trump appearances

•   FT: Shinzo Abe to step down as Japan’s prime minister

•   FT: Abe’s tenure marked by trade successes and thwarted ambitions

•   FT: Investors in Japan lament the departure of ‘Abenomics’ architect

•   FT: Angela Merkel warns Vladimir Putin against intervention in Belarus

•   FT: Taiwan eases restrictions on US pork and beef imports

•   FT: South Africa’s president urges calm after killing of disabled teenager

•   FT: Andrew Bailey says BoE has ample ‘firepower’ to support UK economy

•   FT: Fed inflation shift raises questions about past rate rises

•   FT: Russia: who wanted Alexei Navalny dead?

•   FT: Virus resurgence dragging on eurozone recovery, data suggest

•   FT: Central bankers grapple with changed landscape at Jackson Hole

•   FT: Will the US jobs market continue to strengthen?

•   FT: Huawei focuses on cloud computing to secure its survival

•   FT: Argentina braced for verdict on $65bn debt restructure

•   FT: Airline analysts warn ‘the hardest part’ is yet to come

•   FT: Trump loses television ratings battle to Biden

•   FT: Lockdown to be eased in northern England

•   FT: UK to fast-track Covid-19 vaccine approval if sought before end of Brexit transition

•   FT: Caution greets UK’s at-home spending splurge

•   FT: Hong Kong activist Joshua Wong says he expects to be arrested at any time

•   FT: Reliance to pay $3.4bn for India’s second-largest retailer

•   FT: China strikes debt deals with poor nations under G20 scheme

•   FT: Pedro Sánchez throws Covid gauntlet down to Spain’s regions

•   FT: Pandemic exposes ‘severe stress’ in commercial property financing

•   Bloomberg: Bad Debt Wave Drags China’s Big Banks to Their Worst Profit Drop

•   Bloomberg: Fed’s Shift Is Temporary Boon for Emerging Market Central Banks

•   Bloomberg: Emerging Markets Need to Know If They Can Trust the August Rally

•   Bloomberg: Reflation Trades Face Reality Check With Fed’s New Goal in Doubt

•   Bloomberg: China’s Building Boom Splits Australia Into Two-Speed Economy

•   Bloomberg: Hong Kong Protesters Stage Demonstration Inside Shopping Mall

•   Bloomberg: Thailand Plans Re-Opening for Long-Stay Visitors This Winter

•   Bloomberg: Hurricane Laura Property Damage in U.S. May Reach $12 Billion

•   Bloomberg: Sunak’s Summer of Love With U.K. Voters Faces Its Reckoning

•   Bloomberg: Where U.S. Small Businesses Are Feeling the Most Pandemic Pain

•   Bloomberg: Six Suggestions for How to Deal With Ballooning U.S. Debt

•   Bloomberg: Fed Officials Play Down Need to Boost Rate Guidance in September

•   Bloomberg: India’s Economy Faces Worst Quarterly Slump Ever After Lockdown

•   Bloomberg: Fed Policy Shift Raises Heat on the ECB

•   Bloomberg: Turkey Likely Spared Worst of Economic Damage Inflicted by Virus

•   Bloomberg: ‘Abenomics’ Worked in Japan

•   Bloomberg: China’s Wang Wants EU Deal on Investments by End Year: Echos

•   Bloomberg: Dubai Is in Talks With Banks for Dollar Sukuk Sale

•   Bloomberg: UAE Legalizes Trade, Business Deals With Israeli Entities

•   Bloomberg: U.S. Vaccine Dose Stocks Build, Waiting For Data on if They Work

•   Bloomberg: Jokowi’s Economic Reboot Stumbles on Factories Shut by Virus

•   Bloomberg: Raising Inflation Expectations Can Backfire: Jackson Hole Paper

•   Bloomberg: Cities Hold the Key to a Low-Carbon Economy

•   Reuters: India sets global record with single-day rise in coronavirus cases

•   Reuters: Myanmar reports biggest daily rise in coronavirus infections

•   Reuters: Brazil coronavirus deaths rise above 120,000

•   Reuters: Mutated coronavirus strain found in Indonesia as cases jump

•   Reuters: EU set to sanction Turkey over ships in disputed east Med exploration area

•   Reuters: Exclusive: Sanofi more confident about its coronavirus vaccines

•   Reuters: Sinovac's coronavirus vaccine candidate approved for emergency use in China - source

•   Reuters: EXCLUSIVE-Germany seen revising upward its 2020 GDP forecast - source

•   Reuters: EU working on further COVID-19 vaccine contracts: Merkel

•   Reuters: J&J to start mid-stage coronavirus vaccine trials in three European countries

•   Reuters: Saudi-led coalition destroys explosive-laden drone, boat launched by Yemen's Houthis: SPA

•   Reuters: Saudi Aramco discovers two new oil and gas fields: energy minister

•   Reuters: Peru, with world's deadliest outbreak, readies to start vaccine tests

•   Reuters: Chile's Codelco presses ahead with automation plans to bolster copper production

•   Reuters: Freeport Indonesia workers end protest over COVID-19 lockdown

•   CNN: Here's what it's like to fact-check Trump leading up to the election

•   CNN: Trump wants to create 10 million jobs in 10 months. Here's why that might be tricky

•   CNN: The US is adding jobs. But the recovery could take years

•   CNBC: FDA willing to fast track coronavirus vaccine before phase three trials

•   CNBC: U.S. tech stocks are now worth more than the entire European stock market

•   CNBC: What the resignation of Japan’s Prime Minister Shinzo Abe could mean for markets

•   CNBC: Improvement in coronavirus mortgage bailout stalls, as more borrowers struggle to make payments

•   CNBC: The Fed and gold: Powell's policy shift affects gold commodity prices

•   CNBC: Voters worry about their finances, CNBC/Change Research poll finds

•   CNBC: 75% of top executives now say Biden will win the 2020 Presidential election, CNBC survey reveals

•   CNBC: CFOs now have a more positive economic outlook for China than the U.S.

•   CNBC: A ‘double dip’ in the U.S. economy is ‘still possible,’ says former Fed official

•   CNBC: Renewables and greenhouses team up to grow fruits and vegetables

•   MarketWatch: Double-dip recession chances significant, ex-CBO chiefs say, citing 'policymaking malpractice'

•   Fox Business: Pelosi would rather have nothing than Republicans' $1.3T coronavirus aid package: Meadows

•   Fox Business: No clear election winner? Options markets already preparing for that possibility

•   SCMP: Kim Jong-un: What is going on with North Korea’s leader?

•   SCMP: China’s economic future is being influenced by nine economists, but what did they tell Xi Jinping this week?

•   SCMP: Is China’s ‘new’ strategy of economic self-reliance just a rehashing of an old idea? This long-time China watcher thinks so

•   SCMP: Bitcoin ads bash banks as fears mount over sanctions restricting access to US dollar payment system

•   Global Times: Does US have the right to prevent China's peaceful rise?

•   매경(P1): 음식점 야간영업 제한…거리두기 2.5단계

•   매경: 정은경 "다음주 하루 2000명 감염될 수도" 경고

•   매경: 학원·독서실·헬스장 `8일간 스톱`…"못막으면 3단계 불가피"

•   매경: 프랜차이즈 카페들 당혹…"매장내 매출이 절반인데, 왜 우리만 차별하나"

•   매경: 지자체는 3단계 발동…10인 이상 집회 전면 금지

•   매경: 靑 "새 日총리와 협력할것"…韓日 돌파구 열릴까

•   매경: "전세 뺄 것" 동의했어도…세입자 말바꾸면 연장해야

•   매경: 제주 풍력발전 44번 멈춰놓고…그린뉴딜 목청만 돋우는 정부

•   매경: 한화큐셀, 유럽 태양광발전소로 `영토확장`

•   매경: 더 커지고 튼튼해진 `갤럭시Z 폴드2` 온다

•   매경: 車노조 코로나 위기에도 "투쟁"…9월 전운 감돈다

•   매경: 하이닉스 반등론 솔솔…8천억 쏜 개미 빛볼까

•   매경: [Science] "Y, 코로나 치료 부탁해"…130개 `혈장치료` 임상에 쏠린 눈

•   매경: [Science] 면역력 높이고 염증 다스리고…항바이러스제·항염증제 등 주목

•   매경(P1): 서울·경기 이번주 일상이 멈춘다

•   매경: 스벅·할리스매장 텅 비었는데…동네카페·패스트푸드점 `북적`

•   매경: 밤 9시이후 서울에선…시내버스 감축·음식점 16만곳 포장만

•   매경: 비상걸린 산업계…삼성전자 가전·스마트폰, 9월 한달동안 재택근무

•   매경(P1): [단독] 중견 건설사까지 유보소득세 `덫`

•   매경: 유보세에 투자촉진세 `더블펀치`…건설사 "땅 살 돈에 세금 매기나"

•   매경: "오너지분 79%로 맞춰줄테니 돈달라"…기업 유혹하는 사모펀드의 솔깃 제안

•   매경(P1): [알립니다] 세지포서 만나는 마윈

•   매경: 대출연장·뉴딜펀드…은행 압박하는 금융당국

•   매경: 車온실가스, 10년 내 하이브리드 수준으로

•   매경: 조세硏 "소득세수 늘리려면 증세 목적 제도개편해야"

•   한경: 중증 병상 동났다…광주·강원·전북 0개

•   한경: 수출, 50년來 최대폭 감소 유력

•   한경: "싼타페 주문 쏟아진다"…현대차, 코로나 뚫고 美 공장 풀가동

•   한경: [단독] 삼성 쑤저우 LCD 공장, 중국 2위 업체에 매각

•   한경: SK머티리얼즈, 넉달새 주가 두배로 뛴 비결

•   한경: 10년 주기' 강세장…향후 10년은 코스피 시대?

•   한경: "징벌적 과세로 매매 위축되고 임대차 3법으로 전세난 심화"

•   한경: 공기 중 산소만 쏙쏙 뽑아 발전…전기 만들고 배기가스 80% 뚝

•   한경(P1): 진격의 '한국 개미들'…테슬라 10대 주주 됐다

•   한경: 증권사 "수수료 수입 짭짤하네"…해외직구 고객 모시기 경쟁 치열

•   한경: "연말에 일부 종목 팔면 세금 줄일 수도"

•   한경: 대구 '3월 악몽' 재연?…30명 중 29명 교회發 집단감염

•   한경: [단독] 11%P↑…소득세 가장 가파르게 올린 한국

•   한경: "국민에 1조 현금 줄 때 GDP 2000억 증가 그쳐"

•   한경: 2차 재난지원금' 본격 논의…취약계층에 선별지원 검토

•   한경: 경기·인천 누르니 '빨대효과'…외지인 서울 아파트 구매 러시

•   한경: "10억은 서울 일부 아파트"라더니…노·도·강도 속속 '10억 클럽'

•   한경: 깡통주택' 걱정 일산두산위브…규제후 오히려 신고가 속출

•   한경: 분양가상한제 앞둔 지난달 서울 분양 6배↑

•   한경: 간편+보안…은행들 블록체인에 꽂혔다

•   한경: LCD 접은 삼성디스플레이…퀀텀닷 OLED에 베팅

•   한경: LG-SK '배터리 소송 합의금' 신경전…주가 영향 촉각

•   한경: 상장 3수' 레인보우로보틱스, 이번엔?

•   한경: "고급 아파트 기준은 스마트홈" 건설사 경쟁 치열

•   서경: "강제징용 해결 없인 對韓 강경론 지속"

•   서경: 1주일새 허위물건 3.8만건 증발...매물절벽·호가상승 '드러난 민낯'

•   서경: "값싼 현대차 잊어라"...프리미엄 브랜드 우뚝

•   서경: 10억→3억' 확 바뀌는 대주주 기준...연말 역대급 물량 쏟아진다

•   서경(P1): 與, 가족돌봄휴가 30일로 연장 추진

•   서경(P1): 서울 9월 분양 2곳뿐···분상제發 공급절벽 시작됐다

•   서경(P1): [토요워치]2030도 빠졌다···전 국민 재테크 전성시대

•   서경(P1): "재난지원-경기대응 구분...코로나 장기전 준비해야"

•   서경(P1): 30조 들인 삼성전자 평택2공장 가동

•   서경: 삼성 '반도체 초격차'로 경영위기 정면돌파

•   서경: "자영업자·소상공인 '그로기'...재정지원, 피해업종에 집중해야"

•   서경: 산업硏 "코로나發 위기, 경제대응만으론 한계"

•   서경: 정부, 9월중 추가 경기대책 내놓는다...3단계 격상땐 4차추경 가능성

•   서경: 반짝' 늘었지만...갈길 먼 '기업 유턴'

•   서경: 중국산 철강수입 12%↑...韓, 우회수출 기지 우려

•   서경: 한은, 디지털화폐 시범시스템 컨설팅 받기로

•   서경: "日 후임 총리 누가 되든 한일관계 달라지지 않을 것"

•   서경: " G2 의존한 통상, 코로나로 위기...동남아 등으로 다변화를"

•   서경: 오일의 시대'는 끝났나.. 울상짓는 석유업계[양철민의 인더스트리]

•   조선(P1): 정부, 응급실 미복귀 의사 10명 고발… 의협 "내달 7일부터 무기한 총파업"

•   조선(P1): 민주당 대표 이낙연 "기필코 정권 재창출"

•   조선: "파운드리는 대만이 우세… 삼성, AI 반도체로 기습하라"

•   조선: [Mint] 中, 미국의존 줄이기 6년… 美와 무역 비중 23→17%, 외국인 中주식투자 6배로

•   조선: [Mint] "甲을 노린다" 삼성전자 vs "乙 대장 지킨다" TSMC

•   조선: [Mint] "달러 더 풀려 가치 하락" 6명 vs 2명 "살 때가 됐다"

•   조선: [Mint] 코로나 백신 3상 참여자 가장 많은 곳은 존슨앤드존슨

•   조선: [Mint] 아마존·구글·테슬라·삼성·소니 다 뛰어들었다, 미래 승부는 AI반도체

•   조선: [Mint] 중국 파운드리 기술력, 韓·대만에 5년 뒤처져

•   조선: [Mint] 미국이 밀어주는 대만 반도체, 한국은?

•   조선: [Mint] 증시 활황은 韓銀이 돈 많이 풀어서? 아주 조금밖에 안됩니다, 나머지는…

•   조선비즈: 나무 200만 그루 넘게 베고 설치한 태양광의 배신..."집중호우에 올 여름 피크시간 발전 비중 1%도 안 돼"

•   중앙(P1): "삼성 왜 빨리 기소 안하나…이성윤은 매주 수사팀 채근했다"

•   중앙: [outlook] 일본 혐한여론 강해, 아베 후임 누가 돼도 한·일훈풍 힘들다

•   중앙: “국내 증시 버블 아니냐” 지적에 주요국보다 PER 낮다는 금융위

•   중앙: [혁신 경영] 인공지능·로봇·수소산업 ‘미래 투자’로 코로나 장벽 뚫는다

•   중앙: [단독]4000억원 비용 들어간 LG-SK 배터리소송전, 합의 중단

•   동아: 스가, 강제징용 강경 자세 ‘아베 복사판’… 이시바, 한국과 관계 개선 가장 적극적

•   동아: 담배연기 뿜을때 비말-미립자 분출… 바이러스 멀리 퍼지게 해

•   동아: “겨울 길어진다” 현금 늘리는 기업들

•   동아(P1): 전공의 “파업 계속” 결정… 교수진도 가세

•   동아: 서울 아파트 거래 10건중 4건 최고가… 거래량은 5분의 1로 줄어

•   동아: 이산화탄소 제거 장치 가동하면 쌀값 폭등한다?

•   문화: “전국서 한달간 ‘거리두기 3단계’ 격상땐… 올해 성장률 0.8P↓”

•   문화: ‘불황 늪’ 디스플레이, 하반기엔 웃는다

•   국민(P1): “정부, 전 국민을 불로소득 노리는 투기꾼 몰아”

•   세계: “건설업 디지털화 땐 일자리 창출·재해율 감소” [이슈 속으로]

•   세계: 드론 띄워 국내외 256개 현장 동시 모니터링… 효율·생산성 ‘업’ [이슈 속으로]

•   머니투데이: "흩어지면 살고, 뭉치면 죽는다"…재계 '코로나 빗장' 더 세게 건다

•   헤럴드경제(P1): 경제도 앓는데 ‘규제폭탄’…역주행만 하는 기업정책

•   헤럴드경제: 코로나 위기에도 지속되는 압박…기업 ‘사면초가’ 위기 허덕

•   헤럴드경제: 해외에선 규제 풀고 인센티브 늘리는데…

•   헤럴드경제: 목동 5500여가구 전세매물 ‘0’…벌써 시작된 ‘가을 전세대란’

•   헤럴드경제: 강북 대형 아파트도 평균 매매가 15억 첫 돌파

•   파이낸셜뉴스(P1): 제조업 "재택 못해요" 코로나發 '산업 갈등'

•   파이낸셜뉴스: 매매상승률 둔화, 경매시장 썰렁… 정점 찍었나? 숨고르나? [서울 집값 변화 조짐]

•   파이낸셜뉴스: "기업 오너리스크 해소될 것" vs. "反재벌 편승한 갈라치기" [여·야 지상 격돌 공정경제 3법]

•   파이낸셜뉴스: 금융권 수장 인사시즌 개막...'실적·위기관리'가 연임 관건

•   아시아경제: 수렁빠진 LG-SK '배터리전쟁'‥ 제3의 중재기관 필요성 대두

•   아시아경제: 미국 주택시장 회복…두산밥캣, 3분기 실적에서 웃나

•   디지털타임스(P1): 서울 소득 820만원 오를때 아파트값 1.6억↑

•   이데일리(P1): [SPV 역할 논란]저신용기업 지원한다더니…우량채만 기웃

•   이데일리: [SPV 역할 논란]원칙 없는 자금집행 `도마`…비우량채 집중·기한 연장해야

•   이데일리: [SPV 역할 논란]"인수부담 줄면 뭐하나"…A급 발행 ‘뚝’

•   이데일리: [SPV 역할 논란]크레딧 강세지만 A급까지 온기 안 전해져

•   이데일리: 이낙연·홍남기가 이재명 ‘전국민 재난지원금’ 반대하는 3가지 이유

•   이데일리: 뜻밖의 호황 맞은 컨테이너선…'수익성 개선' 볕드나

•   이데일리: 다주택자 다음 타깃은?…외국인 투기 잡는 법 '봇물'

•   이데일리: 남부발전, 국산 풍력발전소 100기 건설…그린뉴딜 박차

•   이데일리: 車업계, 내수 판매 부진 현실화하나…"개소세 혜택 줄자 8월도 부진"

•   연합: 거리두기 3단계' 격상시 올해 성장률 -3% 이하로 추락할 듯

•   연합: 한은 "중국경제 회복 지속…對中 수출에 긍정적"

※   한국은행: 해외경제 포커스(제2020-33호)

•   뉴시스: 다가오는 '월성 원전 맥스터' 증설 골든타임…31일 허가 날까

•   뉴스핌: [세종시에서] 월성원전 맥스터 산 넘은 산업부, 이제는 고리원전 '숙제'

•   비즈니스포스트: SKC 두산솔루스, 전기차배터리 핵심소재의 해외공장 증설경쟁 치열

•   글로벌이코노믹: [글로벌-Biz 24] 두산인프라코어, 친환경 '크롤러 굴삭기'로 유럽공략 박차

•   CEO스코어데일리: 원자력 줄이고 LNG·신재생 늘린 한전, 전력구입비 5년새 8조원 급증

•   Power Engineering: Energy Cast Podcast: The flexibility of the combustion turbine future

•   에너지경제: [에너지포럼 2020] "에너지전환, 신남방·동북아에서 신성장동력 찾아야"

•   에너지경제: 풍력산업협회, '해상풍력 환경영향평가, 해수부 일원화 지지'

•   에너지데일리: [초점] 주요국 수소전략 추진 방향-일본…에너지안보 수소전략③

•   에너지데일리: “6년차 맞은 RFS 제도 개선 목소리 높다”

•   KHL: Global construction equipment sales to fall 16%

•   KHL: What is behind Volvo’s drive towards electric?

•   Equipment World: Video: Bobcat’s Electric Excavator Retrofit A First Step Toward An All-Electric Future

•   건설경제: 은행 지원 강화하는 그린뉴딜 , 유명무실 우려 나오는 이유

•   OilPrice.com: Bitcoin’s Energy Consumption Is Still Climbing

•   OilPrice.com: Gulf Coast Refineries Restart After Hurricane Scare

•   OilPrice.com: North Sea Oil Faces A Drilling Rig Supply Crunch

•   OilPrice.com: The World’s Top Oil Importer Is Turning Its Back On Saudi Arabia

•   CNET: Mini-LED LCD TV tech: Tiny lights could lead to better picture quality

•   CNET: Xiaomi to include invisible under-display camera in 2021 phone

•   Verge: A case of coronavirus reinfection shows the complexities of the pandemic

•   전자신문(P1): 한일 '소부장' 갈등 새 국면 맞을까…한국 정부, '소부장2.0'은 지속 추진

•   전자신문: [세종만사]부동산은 어느 부처 업무?

•   Phone Arena: MediaTek seeks U.S. permission to supply cutting-edge 5G chips to Huawei

•   Phone Arena: The 5G Galaxy Note 20 series is already a massive success in the UK

•   Inside EVs: Batteries Will Reach $100/kWh In 2024, According To Wood Mackenzie

•   Robotics Business Review: Flexibility and Manufacturing Productivity: Part 2 – Human Capabilities Overcome Technological Limitations

•   Robotics Tomorrow: The human touch - Robots for completing tasks that require human senses

•   Robot Report: How Siemens automated maritime battery production

•   Nikkei Asian Review: Japan's next prime minister to be elected around Sept. 17

•   Nikkei Asian Review: A legacy slipping away: Why Shinzo Abe stepped down

•   Nikkei Asian Review: Continuity or reset? China and South Korea face a post-Abe Japan

•   Nikkei Asian Review: Apple pulled strings behind JDI-Sharp factory sale

•   Nikkei Asian Review: Abe's abrupt exit puts Indo-Pacific strategy and economy at risk

•   Nikkei Asian Review: SoftBank unveils $12bn sale of mobile unit stake

•   Mainichi: Japan's 'flying car' gets off ground, with a person aboard

•   Mainichi: Toyota's global output falls 10.2% year-on-year in July

•   Japan Times: Japan to extend special measure for job adjustment subsidies

•   Japan Times: Abenomics here to stay despite Japan PM's looming departure

•   Economic Times: Unlock 4: Metro trains, political meets allowed; States to consult with Centre on local lockdowns

•   Economic Times: India GDP forecast is tricky even in the best of times. But this quarter is another matter altogether

•   Livemint: India’s exporters are on the edge

•   Hindustan Times: India’s growth to pick-up from second quarter of FY-21: EY report

•   Hindustan Times: Central bank will not extend loan moratorium beyond Monday

•   Jakarta Post: Govt disburses 26% of pandemic stimulus, mostly to fund social aid programs

•   Jakarta Post: Govt to disburse cash transfers for workers to bolster spending

•   Jakarta Post: South Korean investor to build ‘largest power plant’ in North Sumatra

•   Jakarta Post: Smelters likely to be finished late because of lockdowns: Freeport

•   Jakarta Post: ASEAN ministers to strengthen regional supply chains, trade digitalization

•   Viet Nam News: Việt Nam’s construction market forecast to lure more foreign investors

•   Myanmar Times: Development of the Korean industrial project to begin in December

[Opinions]

•   Project Syndicate(Carlos Antonio Luque et al): The Roots of Brazil’s Economic Crisis

•   Project Syndicate(Yuen Yuen Ang): The Four Paths of US-China Relations

•   Project Syndicate(Edmund S. Phelps): Poverty as Injustice

•   Project Syndicate(Bill Emmott): The Japan Shinzo Abe Has Left Behind

•   FT(Editorial Board): Shinzo Abe’s legacy must not be squandered

•   FT(Editorial Board): Britain’s ethnic wealth gap needs closing

•   FT(Editorial Board): A tale of two very different US conventions

•   FT(Wolfgang Münchau): Europe needs to avoid a ‘decade of forbearance’

•   FT(Michael Mackenzie): The Fed’s new framework still leaves investors guessing

•   FT(Arseniy Yatseniuk): Europe needs a new plan for Belarus and eastern Europe

•   FT(Marilyn Waite): Carbon accounting should be a basic requirement for banks

•   FT(Lex): Shinzo Abe/inflation: priced to go

•   WSJ(Andy Kessler): California Is Coming for You

•   WSJ(Mary Anastasia O’Grady): A U.S. Airdrop of Dollars in Venezuela

•   WSJ(Scott Gottlieb): Sweden Shouldn’t Be America’s Pandemic Model

•   NYT(Paul Krugman): April Was Trump’s Cruelest Month

•   NYT(Koichi Nakano): Shinzo Abe Is Ill. But Is That the Only Reason He’s Quitting?

•   NYT(Matthew Desmond): The Rent Eats First, Even During a Pandemic

•   WP(Robert J. Samuelson): Don’t forget about inflation

•   WP(John R. Bolton): Abe will be missed, not least because he tethered Trump somewhere close to reality

•   WP(Kathleen Parker): The GOP convention showed Democrats how it’s done

•   WP(Josh Rogin): Americans shouldn’t be forced to invest in China’s military

•   WP(Williiam Pesek): Shinzo Abe decided to go all out on Donald Trump. He’s probably regretting it now.

•   WP(Jackson Diehl): Mike Pompeo is the worst secretary of state in history

•   Bloomberg(Mohamed A. El-Erian): 5 Key Takeaways From Powell’s Jackson Hole Fed Speech

•   Bloomberg(Conor Sen): Michigan, Ohio, Wisconsin Resilience Could Help Trump Campaign

•   Bloomberg(Noah Smith): Abe Defied Expectations to Build a Better Japan

•   Bloomberg(Tim Duy): The Federal Reserve’s New Strategy Comes With Major Risks

•   Bloomberg(Brian Chappatta): Fed Jackson Hole Meeting: Powell Can't Talk U.S. Economy Into Inflation

•   Bloomberg(John Authers): Powell's Economy Doesn't Need an Inflation Speed Limit

•   Bloomberg(Julian Lee): Is Big Oil Still a Big Deal?

•   Bloomberg(Anjani Trivedi): China's Huge Floods Ramp Up Climate Change Pressure on Economy

•   Bloomberg(Clara Ferreira Marques): Trump’s China Sanctions Fail Russian History Test

•   Bloomberg(Ferdinando Giugliano): Jay Powell Sets the Pace for Christine Lagarde

•   Bloomberg(Ramesh Ponnuru): Donald Trump Oversells His Economic Success Story

•   Bloomberg(Francis Wilkinson): The Big Question: Can the U.S. Hold a Fair Election?

•   Bloomberg(Bobby Ghosh): Nuclear Inspectors Show Pressure on Iran Works

•   Bloomberg(Jessica Karl): History Suggests Post-Pandemic Peace Is Rare

•   CNBC(Harriet Lefton): Analysts think shares of stocks like Apple and Square can go higher

•   MarketWatch(Michael Brush): Caution flag comes out as U.S. stock market reaches new records

•   MarketWatch(Mara Rudman): To rebuild the economy, America needs a new social contract

•   Nikkei Asian Review(William Pesek): Abe era a cautionary tale for deflation-tilting global economy

•   Nikkei Asian Review(Tobias Harris): Shinzo Abe the globalist

•   Nikkei Asian Review(Malcolm Turnbull): This is why the world will miss Shinzo Abe