Business Intelligence Monitor 200907

(Introduction)

[Markets]

•   Global: Stocks falter as tech stays weak, dollar dips after three-day run | Reuters

※   World shares suffer worst week in nearly three months

※   Dollar snaps three-day run of gains

※   U.S. job growth slows in August

•   한국: 미국발 불안속 코스피 1%대 하락…외인·기관 매도

•   한국: 뉴딜株' 벌써 급등...뉴딜펀드, BBIG·친환경 거품 만드나

•   한국: 두산그룹주 하락 많아, 두산밥캣 두산 2%대 내리고 두산퓨얼셀 올라

•   한국: 슈퍼예산에 4차 추경… 적자국채 부담에 채권값 '뚝' - Chosunbiz > 정책

•   Metals: Copper boosted by China demand, low inventories

•   Grains: Chinese buying, U.S. crop doubts push soy futures to two-year high

[Indicators]

•   US Aug. Nonfarm payrolls: U.S. Unemployment Rate Fell to 8.4% in August as Hiring Continued

※   WSJ: Retail Stores Add Jobs as Shoppers Return

•   US Aug. Construction employment: Construction Industry Has Recovered 60% of Jobs Lost in Early 2020

•   US Weekly Oil rig count: Oil Rig Count Inches Higher Amid Price Plunge

•   US Q3 GDP Nowcast: Sep 04, 2020: New York Fed Staff Nowcast

•   Germany Jul. Factory orders: Germany’s Factory Rebound Loses Pace Even as Exports Surge

•   한국 7월 경상수지: 7월 경상수지 흑자 74.5억달러…9개월 만에 최대

•   한국 주간 아파트 가격(부동산114): 전세 부족 불안한 이사철… 가격 상승세는 주춤

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Oil Industry Is Fading Away in Land of the World’s Richest Reserves

•   WSJ: Business Recovery Hampered for Some by Foreign-Worker Visa Bans

•   WSJ: Where Danger Lurks in the Big Tech Rally

•   WSJ: Rising Education Levels Provide Diminishing Economic Boost

•   WSJ: Economy Week Ahead: Exports, Inflation and Unemployment

•   WSJ: Most Businesses Were Unprepared for Covid-19. Domino’s Delivered.

•   WSJ: Fed’s Powell Says Economy Likely Will Need More Government Spending, Low Interest Rates

•   WSJ: U.S. Weighs Export Controls on China’s Top Chip Maker

•   WSJ: Utilities Look to Green Hydrogen to Cut Carbon Emissions

•   WSJ: Amazon Bans Foreign Plant Sales to U.S. Amid Global Seed Mystery

•   WSJ: Companies Recruit 350,000 Poll Workers for U.S. Election

•   WSJ: Voters Face a Complicated Election as the Pandemic Remakes Voting

•   NYT: The Service Economy Meltdown

•   NYT: Coronavirus Shatters India's Economy

•   NYT: How Trump Draws on Campaign Funds to Pay Legal Bills

•   NYT: A New Front in America’s Pandemic: College Towns

•   NYT: In Final Stretch, Biden Defends Lead Against Trump’s Onslaught

•   NYT: Daily Coronavirus Testing at Home? Many Experts Are Skeptical

•   NYT: Forget TikTok. China’s Powerhouse App Is WeChat, and Its Power Is Sweeping.

•   WP: Portland on edge after suspect in weekend killing is fatally shot by police

•   WP: Trump fixates on vaccine promise in reelection bid

•   WP: Hong Kong protesters defy national security law, return to streets to oppose election delay

•   WP: Mnuchin says Trump administration, Pelosi have agreed on plan to avoid government shutdown Oct. 1

•   FT: Polling explainer: is the race for the White House tightening?

•   FT: Russia’s coronavirus vaccine produces strong immune response in first trials

•   FT: China parties like it’s 2019 as country moves on from coronavirus

•   FT: ‘Uncle Reiwa’, the Abe loyalist on cusp of unlikely rise to top of Japanese politics

•   FT: Donald Trump vs Joe Biden: markets rattled by risk of a messy election result

•   FT: Gravity hits tech stocks after volatile week

•   FT: SoftBank up $4bn on founder’s aggressive US stock options bet

•   FT: Hopes of US stimulus deal fade after strong jobs report

•   FT: Berlin hints at Nord Stream 2 U-turn if Moscow fails to assist in Navalny probe

•   FT: Production of Nissan’s UK flagship vehicle delayed further

•   FT: Kamala Harris warns of Russian interference handing Trump victory

•   FT: UK plan to undermine withdrawal treaty threatens Brexit trade talks

•   FT: Johnson claims UK would ‘prosper’ in no-deal Brexit

•   FT: Covid-19 curbs ‘not worth economic pain’ for low-income countries

•   FT: Himalayan border tension is ‘a recipe for disaster’

•   FT: France set to close GDP gap on Germany with public sector rebound

•   FT: Iran looks to China as US sanctions bite

•   FT: Venezuela’s Maduro tightens grip after dividing opposition

•   FT: Will the ECB’s Lagarde try to talk down the euro?

•   FT: Daimler rules out expanding production in Germany

•   FT: US officials call for virus vigilance ahead of long weekend

•   FT: US and Taiwan to work on reshaping supply chains away from China

•   FT: UK’s economic recovery unlikely to last, BoE rate setters warn

•   FT: Brussels scans warily for post-pandemic threats

•   FT: Sunak rebuffs City plan to refinance coronavirus loans

•   FT: Chancellor faces taxing times as Tories urge him to focus on growth

•   FT: Sunak’s ‘eat out to help out’ scheme beats expectations

•   FT: Ofgem under pressure to rethink crackdown on UK energy networks

•   FT: Shared beliefs unite factions in Germany’s virus protests

•   FT: The electric vehicle revolution: Cornwall tries to revive its lithium mines

•   Bloomberg: What Else Could Go Wrong for World Economy Before 2020 Is Done

•   Bloomberg: U.K. Cases Jump by 2,988 to Highest Level Since May

•   Bloomberg: These Are the Bets on a Steeper U.S. Yield Curve

•   Bloomberg: Virus Fatigue Is Risk as U.S. Heads Into Fall, Ex-FDA Head Says

•   Bloomberg: Trump Eyes Re-Election Path Running Through a Liberal Stronghold

•   Bloomberg: Italy’s Economy to Rebound Faster Than Expected, Gualtieri Says

•   Bloomberg: China Returns to Old Construction Playbook to Boost Growth

•   Bloomberg: Factory Owners Hiking Pay to Lure Workers Even With Jobless Rate

•   Bloomberg: Germany Is Re-Engineering Europe’s Most Important River

•   Bloomberg: Slower Turkish Backdoor Tightening Prompts Questions by Barclays

•   Bloomberg: BOJ to Consider Upgrading Economic Assessment Amid Pickup

•   Bloomberg: India Hopes Farming Can Boost its Economy. It May Not Be Enough

•   Bloomberg: South Africa’s Struggling Eskom Eases Electricity Rationing

•   Bloomberg: Trump Moves to End Federal Racial Sensitivity Training

•   Bloomberg: Joe Biden Builds Up Presidential Transition Team With Top Aides

•   Bloomberg: Bank of England Rate Cuts Aren’t Lowering Mortgage Costs

•   Bloomberg: Joe Biden has 70.5% Chance of Winning 2020 Election FiveThirtyEight Says

•   Bloomberg: VW May Reach E-Car Target Earlier Than 2023, Osterloh Tells WamS

•   Bloomberg: Mexico Registers 59% More Excess Deaths Than Expected Amid Covid

•   Bloomberg: China Seeks to Dent Its Coal Addiction With Mega Power Complexes

•   Bloomberg: Growth-Starved Emerging Markets Turn Wary as Risk Signals Build

•   Bloomberg: China Vows to Expand Stock Connect in Further Market Opening

•   Bloomberg: The Options-Enhanced Stock Market Money Machine Is Going Global

•   Reuters: India reports global daily record of new coronavirus cases

•   Reuters: Coronavirus rising in 22 U.S. states

•   Reuters: Fed could ramp up corporate debt purchases if volatility persists -Citi

•   CNN: China imposes new visa restrictions targeting US media

•   CNN: A vaccine won't cure the global economy

•   CNN: Big Lots is crushing it during the pandemic

•   CNBC: Most people likely won't get a coronavirus vaccine until the middle of 2021

•   CNBC: Drugmakers seek to reassure public on coronavirus vaccine as concerns grow about political pressure

•   CNBC: Big Tech needs to pay more tax, EU's Gentiloni says

•   CNBC: Worries grow over a K-shaped economic recovery that favors the wealthy

•   CNBC: Many investors have never been so confident on Europe, crisis fund chief says

•   CNBC: Russia’s energy minister calls oil at $50 to $55 a barrel in 2021 as demand concerns deepen

•   CNBC: U.S. is still in a ‘very significant recession’ despite job gains, Fed’s Rosengren says

•   CNBC: John Bolton fears Trump decisions could be worse in second term if re-elected, criticizes coronavirus response

•   CNBC: Moderna slows coronavirus vaccine trial enrollment to ensure minority representation, CEO says

•   CNBC: China’s yuan could become the world’s third largest reserve currency in 10 years, Morgan Stanley predicts

•   CNBC: Goldman’s Jan Hatzius sees job gains continuing: ‘There’s a lot of spring in the recovery’

•   CNBC: Bank of America says sell-off has more to go, but S&P 500 will eventually rebound to 3,630 preelection

•   MarketWatch: Here's why the stock market tumbled last week and what's ahead for Wall Street

•   MarketWatch: Mortgage rates remain below 3% — but rising home prices are threatening to push buyers out of the market

•   Fox Business: El-Erian sees 'long road ahead' for economic recovery despite job gains

•   Fox Business: US lost jobs because Biden loves 'made in China': Navarro

•   Fox Business: Nothing to see: COVID origins off-limits as China's Wuhan touts recovery

•   Fox Business: The Biden-Harris energy plan would inflict California-style blackouts, sky-high costs on our entire nation

•   SCMP: US presidential election: American attempts to demonise Chinese Communist Party spill over to become issueSouth China Morning Post

•   SCMP: China’s rare earth exports to the US could fall by a third as global demand drops 5 per cent this year amid coronavirus, analysts saySouth China Morning Post

•   SCMP: Xi Jinping calls for freer service trade as China tries to counter decouplingSouth China Morning Post

•   SCMP: What will China’s central bank digital currency mean for Alipay and WeChat Pay?South China Morning Post

•   SCMP: China exporters under pressure from soaring US shipping costs ahead of Christmas as demand outweighs supplySouth China Morning Post

•   SCMP: China and Tennessee talk investment amid Donald Trump’s decoupling driveSouth China Morning Post

•   SCMP: China tries to woo wary foreign firms with market access to offset US decouplingSouth China Morning Post

•   SCMP: China may ditch US Treasuries as decoupling risk looms: Global Times

•   매경(P1): 거리두기 1주 연장…고통 커진 자영업

•   매경: 식당 "일주일 내내 손님 1~2팀…앞으로 1주 어떻게 더 버티나"

•   매경: 정은경 "일상 회복하기엔 아직은 위험…언제든 폭발적 증가"

•   매경: 매장내 식사…파리바게뜨 ×, 맥도날드 ○

•   매경(P1): 쿠팡, 광주에 대형물류센터…2000명 고용 창출 기대

•   매경: 전세가 폭등할 수밖에 없는 10가지 이유

•   매경: 기재부 "부부 공동명의 임대주택, 양도세 장기보유공제 혜택"

•   매경: "서울보단 경기, 강남보단 강북…아파트값, 규제 뚫고 더 간다"

•   매경: 족집게 애널리스트가 꼭 담으라는 종목은

•   매경: "금값, 2200달러 돌파도 가능하다"

•   매경: `슈퍼 R&D예산` 내년 27조원 푼다

•   매경: `연소득 5배`로 살 서울아파트 거의 없어져

•   매경(P1): 자영업·특수고용직에 추석前 2차지원금

•   매경: 1~4차 추경 총 66조…나랏빚 갈수록 늘어 850조 육박

•   매경: 2차 재난지원금 선별지급…`누구에게 얼마 줄지` 논란일듯

•   매경(P1): [단독] `외교 실세` 최종건, 9일 訪美…비건 만난다

•   매경: [알립니다] 美대선 전망은 세계지식포럼에서

•   매경: 野 "기업 옥죄기 맞서 경영권 보호"…정부 `공정경제법`에 맞불

•   매경: 주담대 `주택처분` 시한 내주부터 속속 도래

•   매경: 수익률 떨어지는데…태양광 대출 5배 폭증

•   매경: 금감원도 부동산대출 고삐…DSR·법인대출 집중점검

•   매경: 코로나 불황에…상용차업계 구조조정 한파

•   매경: 코트라 "글로벌 기업 64%, 공급망 재편"

•   매경: "삼성 올해 스마트폰 1위…애플 2위"

•   매경: [단독] 서울시 전·월세 인상률 기준…빨라야 1년 뒤에나 나온다

•   매경: 이번주 서울 청약 `0`…상한제 영향

•   매경: [Mobile World] 스마트폰 FORM 나네…접어라, 붙여라, 펼쳐라, 그리고 돌려라

•   한경(P1): 두산, 인프라코어까지 팔면 3.5조 확보…구조조정 '8부 능선' 넘어

•   한경: 두산건설·두산타워 매각도 본격화

•   한경: 두산중공업, 원전 대신 풍력·수소에 집중한다

•   한경: 1·2심 뒤집는 '진보' 대법원…거세지는 편향성 논란

•   한경: 대법원의 전교조 인정에…'노조법 개정안' 勞로 더 기울어지나

•   한경: 뉴딜펀드 궁금증 10문10답

•   한경: 홍성국 의원 "인프라 규제 대거 풀어, 뉴딜펀드 투자처 발굴할 것"

•   한경: 무급휴직 30일만 해도 정부 고용지원금 받는다

•   한경: 코로나 경제위기 '산업별 온도차' 외환위기 때의 2배

※   산업연구원: "이번 위기는 다르다 - 코로나 발(發) 경제위기의 특이성과 정책적 함의"

•   한경: "하반기에도 서울 집값 상승…강남·대형 주목해야"

•   한경: 위법 기업에 매출 10% 벌금 매기자는 與

•   한경: 아시아나 떠안는 산은…항공업 불확실성 지속에 정상화는 '안갯속'

•   한경: 삼성전자 3분기 영업익 10조?…커지는 어닝서프라이즈 기대

•   한경(P1): "할 수 있는 게 없다"…코로나 시대 '3無 취준생'

•   한경: 절망하는 취준생 "코로나로 1년 날려, 불합격할 기회조차 없다"

•   한경: 낯선 비대면 채용…"이젠 AI 눈치도 봐야 하나"

•   한경: 신입 채용 대기업은…수백 대 1 치열한 경쟁

•   한경(P1): "코로나로 언제 어떻게 될지 몰라"…일단 '만들고 보는' 마이너스통장

•   한경: 공모주 열풍 뒤엔 마이너스통장 있었다

•   한경: 복합몰·아울렛·프랜차이즈도 영업 규제하겠다는 與

•   한경: 美, 화웨이 이어 SMIC '제재 칼날'…삼성 파운드리엔 '긍정 회로'

•   한경: 서울 아파트 거래 절벽 속 호가만 '고공 행진'

•   한경: [마켓인사이트]두산그룹 구조조정 딜 단골 자문은 CS·김앤장

•   한경: [마켓인사이트]두산인프라코어 22일 예비입찰…소송 리스크·밥캣 제외에 흥행 미지수

•   서경(P1): 사전청약 벌써 삐걱?···노른자 '과천청사 부지' 제외될 듯

•   서경: 사과값 2배 껑충...긴 장마·태풍에 추석물가 비상

•   서경: "전세 불안 언제 끝날지 예측 못해...서울 집값 안 떨어질 것"

•   서경(P1): "IMF 위기도 몰랐는데···" 울산 부도공포

•   서경: 미래대비 구조조정 부진에 코로나까지..."폐공장엔 부품만 수북"

•   서경: 특근·회식 사라지니 식당도 '텅텅'...상가마다 무권리 임대 점포 속출

•   서경: 中企 고용·생산·수출 줄줄이 마이너스

•   서경(P1): 克日 외쳤지만···올 첨단 장비 수입 78% 급증

•   서경: 국내 반도체업체 130곳중 3곳만 사업화···"싫어도 日 찾을 수밖에"

•   서경(P1): "징용 문제 해결 완료" 스가도 충돌 예고

•   서경: 올 현금성 지원 63兆···"한번 주면 계속, 증가속도 조절해야"

•   서경: 소요재원 파악도 없이···정치권 票만 보고 '현금복지' 지르기

•   서경: "교복비·취학지원금" 지자체는 수당 경쟁

•   서경: 전력산업 기금 1조, 태양광에 몰아줬다

•   서경: 내년 깎아주는 세금 56조인데··· 31조원은 폐지도 못해

•   서경: "해외진출 기업, 국내투자 늘리면 '유턴기업' 인정을"

•   서경: [단독] 공공임대 ‘초과’ 정부···수치보니 ‘매입·전세’로 물량 채워

•   조선(P1): 당정·의협 합의… 전공의 결정 남았다

•   조선: “파업중단” 선언했다가, 강경파 반발에 번복

•   조선: 반토막 일자리안정자금, 내년엔 5만원만 준다

•   조선: 강남 3구 전세 심상찮네… 송파 헬리오시티 84㎡ 12억

•   조선비즈: 수도권 미분양 일년 새 70% 해소… "지방도 바닥 쳤나"

•   조선비즈: "사업재편 나선다"...기업결합 앞두고 현금 모으는 현대重그룹

•   조선비즈: [IFA 2020] 사실상 중국 잔치된 전시회... 코로나19로 흥행 실패

•   인베스트조선: 종목까지 찍어주는 정부..."한국형 뉴딜, 유동성 버블 마지막 불꽃될 것"

•   인베스트조선: 솔루스·모트롤 판 두산, 중공업 유증ㆍ인프라 매각 성사해야 한시름

•   IT조선: 합의금 2조원도 싸다? ‘벼랑끝’ SK이노베이션

•   중앙: “삼성물산 합병 비율 적정성 조작” vs “증거 하나도 없다”

•   중앙: 큰 화면에 원하는 만큼 접고, 앱 3개 동시 구동…폴더블폰 ‘폼팩터’ 전쟁

•   중앙: 화면 돌돌 말거나 세로로 돌리거나…TV도 화질·음질 넘어 겉모양 경쟁

•   동아(P1): 손실부담률 35%→10%… 말바뀐 뉴딜펀드

•   동아: 한국판 뉴딜, 포장만 바꾼 ‘올드딜’

•   동아(P1): “北 신포서 SLBM 시험발사 움직임”

•   동아(P1): “추석 귀성보다 집에”… 정부, 이동자제 권고

•   동아: 외면받는 소상공인 긴급대출… 당국 “문턱 낮출것”

•   문화(P1): “코로나 계기 ‘환경+성장’ 5차혁명이 온다”

•   문화(P1): “美 안보만큼 中 경제 중요” 駐美대사의 親中발언 논란

•   문화: <문화미래리포트 2020>반기문 “文정부, 명확한 온실가스 감축목표 제시해야”

•   한국: 한수원, 체코 신규원전 사업 수주 위해 총력전

•   국민(P1): ‘만기친람’ 김정은… 그는 왜 ‘권한’을 나눠줬나

•   국민: 전기 생산도 하겠다는 한전… 신재생에너지 시장 뛰어드나

•   경향: 태풍 맞은 원전 곳곳 ‘이상’…기후변화 일상화로 ‘취약성’ 시험대

•   머니투데이(P1): 아시아나 플랜B 다음주 발표…출자전환,기안기금 투입

•   머니투데이: 정부도 1131억씩 월세낸다…뉴딜도 마찬가지

•   헤럴드경제(P1): [헤럴드 뷰]경제 추락하는데…노동권력의 시대

•   헤럴드경제: 실질금리 마이너스시대 임박

•   파이낸셜뉴스(P1): 年150조 '플랫폼 공룡'에 공정위 칼 댄다 [기회와 갈등, 두 얼굴의 온라인 플랫폼]

•   아시아경제: 코로나發 일시휴직자 68만명, 실업자 되면 어쩌나…고용시장 '뇌관'

•   아시아경제: 현대기아차 노사 '전기차 전용공장 신설' 협의 본격화

•   아시아경제: 호평 일색 '갤럭시Z폴드2' 물량 확 늘린다

•   아시아경제: 구조조정 거의 끝났다…불확실성 걷히는 두산

•   아시아경제: 연일 오르는 두산重 주가…우리사주 직원들 되찾는 미소

•   디지털타임스(P1): 떠도는 자금 1200兆 `유동성 양극화` 심화

•   이데일리(P1): '서학개미의 희망' 테슬라가 흔들린다

•   이데일리: 태양광 난립 제주풍력에 '불똥'…전력 남아 6개월새 44회 셧다운

•   이데일리: 대기업, 코로나19로 트리플 변화 생기다

•   이데일리: 아파트 평균 10억인데…12년째 고가주택 기준 9억?

•   이데일리: 신흥국 채권 5개월만에 23억달러 순유출 전환…유동성 장세 끝나나

•   이데일리: 넘쳐나는 유동성에…코스닥 전환우선주 발행 잇따라

•   연합: 태풍 길목에 놓인 부산 본격 영향권…강풍 피해 속출

•   연합: 신사업찾는 에너지공기업…석유공사, 부유식 해상풍력 본격 추진

•   연합: 한수원, 체코 원전 수주 총력전…정재훈 사장 체코행

•   연합: 올해 중간 배당금 21.3%↓…삼성전자 빼면 60.5%↓

•   뉴스핌: "한전의 태양광·풍력사업 진출은 반칙"…민간발전사 반발하는 까닭

•   뉴스핌: 한수원, 고리원전 1호기 해체비용 8500억 추정…4년새 364억 늘어

•   뉴스토마토: [IB토마토](단독)두산건설 사옥 매각 '원점'…블루코브운용 협상 중단

•   비즈니스포스트: 두산퓨얼셀 유상증자 3420억 규모 실시 결정, "생산라인 증설"

•   글로벌이코노믹: [글로벌-Biz 24] 두산밥캣, 체코 건설기계시장 공략 급물살

•   아시아뉴스통신: [단독] 두산건설 신축 아파트, '미시공·들뜸·불량·찍힘' 등 끊이지 않는 'AS 하자 민원'

•   에너지경제: 온실가스 배출권 가격 2년만에 최저치...비용부담에 업계 '시름'

•   KHL: Doosan launches powerful new forklift series

•   KHL: Doosan to build waste-to-energy plant in Poland

•   OilPrice.com: Microgrids Are The Future Of Energy

•   OilPrice.com: This Drop In Oil Prices Is Only The Beginning

•   MINING.com: Pandemic to accelerate industry automation – report

•   Verge: It will cost $1.8 billion to pull Huawei and ZTE out of US networks, FCC says

•   전자신문: 작년 신재생에너지 생산량 5.4% 증가…여전히 높은 폐기물 의존도 과제

•   Phone Arena: iPhone XR will reportedly be replaced by iPhone 12s in Q2 2021

•   Phone Arena: Major Apple suppliers hint at iPhone 12 launch delay

•   Phone Arena: Three of Apple's four iPhone 12 models could make a major 5G compromise

•   Robotics & Automation News: Electronic assemblies without PCBs through laser direct structuring

•   Robotics & Automation News: New electronic skin developed to make robots ‘feel pain’

•   Robot Report: Drone deliveries could change logistics networks, finds University of Texas at Dallas

•   로봇신문: 미 ARM연구소, 코로나 대응위한 로봇 개발 프로젝트 9개 선정

•   Nikkei Asian Review: How Japan's Suga went from dark horse to favorite in PM race

•   Nikkei Asian Review: Japan's Suga backs Kuroda to keep monetary policy ultra-easy

•   Nikkei Asian Review: LDP exec eyes snap election as soon as Abe's successor picked

•   Nikkei Asian Review: Japanese robots help workers keep social distance on factory floor

•   Nikkei Asian Review: Tokyo 2020 CEO says Olympics can proceed without COVID vaccine

•   Nikkei Asian Review: AstraZeneca starts coronavirus vaccine trials in Japan

•   Japan Times: How is the novel coronavirus affecting real estate prices in Japan?

•   Livemint: India witnessing sharp V-shaped recovery, says finance ministry

•   Livemint: Covid-19 vaccine: Russia says having 'close dialogue' with India for production

•   Business Standard: A Covid-19-hit auto industry pitches for incentives to revive demand

•   Business Standard: India pins hopes on farms to boost a troubled economy. It may not be enough

•   Folha de S.Paulo: Covid Cases Stop Growing in most Big Cities in Brazil

•   Folha de S.Paulo: Brazil Registers 830 More Covid-19 Deaths and Country Passes 124 thousand Deaths

•   Moscow Times: The West Is Outraged By Navalny’s Novichok Poisoning. That’s No Guarantee of Tough Sanctions

•   Jakarta Post: Wage subsidy may continue into next year, minister says

•   Jakarta Post: Finance Ministry urges local govts to diversify infrastructure funding amid budget cuts

•   Jakarta Post: ‘Bill will push central bank into dark age’: Experts voice concerns over BI Laws revision

•   Jakarta Post: Voter turnout in upcoming elections may drop nearly 50 percent due to COVID-19: LSI

•   Viet Nam News: PM approves programme to boost productivity

•   Myanmar Times: Myanmar to buy 1600MW of power from India

[Opinions]

•   Project Syndicate(Dmitry Oreshkin): The Putin-Lukashenko Tango

•   Project Syndicate(Colin Coleman): Making South Africa Whole

•   Project Syndicate(Xavier Vives): A Stable Euro Requires an Ambitious Industrial Policy

•   FT(Editorial Board): Buffett’s bet on Japan

•   FT(Editorial Board): Arm wrestling exposes UK industrial policy gaps

•   FT(Rana Foroohar): China wants to decouple from US tech, too

•   FT(Wolfgang Münchau): ECB should ignore latest central bank inflation fad

•   FT(Gavyn Davies): The Fed risks higher inflation to boost jobs

•   FT(Michael Mackenzie): Beware what comes after the easy money binge

•   FT(Merryn Somerset Webb): Sunak must avoid the rabbit hole of huge tax rises

•   FT(Colby Smith): The Fed’s quest for higher inflation looks doomed without Congress

•   FT(Neal Hudson): High house prices paint a partial picture of UK real estate

•   FT(Yoichi Funabashi): Shinzo Abe’s successor must maintain a delicate balancing act

•   FT(James H Stock): Lockdowns are too blunt a weapon against Covid

•   FT(Richard Waters): Market re-rating of tech sector will bring volatility

•   FT(Lex): Amazon/drones: oops a daisy

•   NYT(Paul Krugman): Trump and the Attack of the Invisible Anarchists

•   NYT(Michelle Goldberg): How the Green New Deal Saved a Senator’s Career

•   WP(George F. Will): Biden must support Taiwan in no uncertain terms

•   WP(Megan McArdle): The housing market is roaring now. Here are the worries that reveals.

•   WP(Erin N. Marcus): Why the CDC’s Nov. 1 vaccine rush is likely to backfire

•   WP(James Downie): Trump thinks the economy is no longer worth his time. We’ll all pay the price.

•   Bloomberg(David Fickling): PetroChina's Emissions Targets Are More About National Security

•   Bloomberg(Justin Fox): Rush to Roll Out a Covid-19 Vaccine Could Backfire Without Trust

•   Bloomberg(Noah Smith): U.S. Ban of Chinese Students Takes Things to Extremes

•   Bloomberg(Mihir Sharma): India's Coronavirus Costs Are Rising Too High

•   Bloomberg(Brian Chappatta): Jobs Report: Permanent Losses Pose Trouble for Economic Recovery

•   Bloomberg(Andy Mukherjee): India Tax Showdown Between Modi, States Is a Gift to Bond Markets

•   Bloomberg(Julian Lee): Coronavirus: Oil Prices Face a Chill Autumn Wind

•   Bloomberg(Brooke Sutherland): Manufacturing Jobs From Reshoring Will Be Different

•   Bloomberg(Nisha Gopalan): China Can't Afford to Let Debt Limits Cause a Property Crash

•   Bloomberg(Lionel Laurent): Coronavirus: Trust in Vaccines Could Turn on a Knife Edge

•   Bloomberg(Andreas Kluth): Europe Just Declared Independence From China

•   Bloomberg(Michael R. Strain): Exploding U.S. Debt Is a Problem, Not an Emergency

•   Bloomberg(Lara Williams): U.S. Election: America Has Several Election Crises Brewing

•   Bloomberg(Virginia Postrel): Cities Don’t Need High-Rises to Become Affordable

•   CNN(JJoseph Stiglitz): Opinion: Covid-19 has scarred the global economy, but it's not too late to change course

•   CNN(Paul R. La Monica): The market rebound since March shows why it doesn't pay to panic

•   CNN(Kent Sepkowitz): The truth about 'herd immunity'

•   CNN(Abdul El-Sayed): Opinion: Trump's response to Covid-19 is worse than giving up

•   CNN(William Haseltine): Opinion: How we can contain Covid-19 without a vaccine

•   Nikkei Asian Review(Robert Alan Feldman): The world owes Shinzo Abe a big thank-you

•   동아(하임숙): 정책 때문에 천당지옥 오간 두산중공업