Business Intelligence Monitor 200910

(Introduction)

[Markets]

•   Global: Equities rebound after three-session Nasdaq sell-off

•   US: Tesla jumps nearly 11%, rebounding from worst day on record

•   한국: 美증시 급락에 코스피 1%대 하락 마감…2,370대

•   한국: 두산그룹주 모두 내려, 두산중공업 7%대 두산퓨얼셀 6%대 떨어져

•   Metals: Copper rises as China recovery stays the course

•   Grains: Soy extends rally as China keeps buying; USDA data awaited | Reuters

[Indicators]

•   US Jul. Job Openings: U.S. Job Openings Leveled Off Late in the Summer

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers surges 40% from a year ago amid sales spree

•   China Aug. CPI·PPI: China’s economic recovery continues as pressure eases on consumers, manufacturers in August

•   한국 8월 고용: 8월 취업자 27.4만명↓, 6개월째 감소…"9월은 더 걱정"

•   한국 8월 가계대출: [뉴스&분석] 빚더미에 실직까지…가계신용 `비상등`

※   매경: `실직→소득 급감→빚 연체`…가계發 부실 악순환 시작되나

※   매경: 자영업 대출도 비상…벌써 작년 대출액의 1.4배

•   Vietnam Aug. Foreign reserves: VN’s forex reserve sets new record

•   Canada Aug. Housing starts: New Home Construction in Canada Hits Its Highest Since 2007

•   South Africa Q3 Business Confidence: S. Africa Business Mood Unexpectedly Jumps to Pre-Virus Levels

•   Mexico Aug. CPI: Mexico Bucks Latin America Trend as Inflation Doubles Amid Virus

•   UAE Aug. PMI: Dubai Recovery Intact But Momentum Slows and Job Cuts Get Worse

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: TikTok Owner, U.S. Examine Options to Sidestep a Full Sale

•   WSJ: U.S. Coronavirus Cases Rise Slightly After Labor Day Weekend

•   WSJ: Covid-19 Cases, Death Rates Are Declining Six Months Into Pandemic

•   WSJ: Safety Experts Probe Interruption of AstraZeneca’s Covid-19 Study

•   WSJ: In Fighting California Wildfires, Hardscrabble Bulldozer Operators Are Secret Weapon

•   WSJ: New York City to Resume Indoor Dining at Restaurants

•   WSJ: A Surprisingly Durable Recovery Faces Tougher Tests

•   WSJ: Electric-Car Startup Lucid Looks to Challenge Tesla With New Sedan

•   NYT: Whistle-Blower Says D.H.S. Downplayed Threats From Russia and White Supremacists

•   WP: Woodward book: Trump says he knew coronavirus was ‘deadly’ and worse than the flu while intentionally misleading Americans

•   WP: There is no good explanation for Trump’s coronavirus comments to Bob Woodward

•   WP: Biden, in Michigan, to push tax proposals to benefit American workers

•   WP: Biden aims to rebuild ‘blue wall’ in appeal to autoworkers

•   WP: White House looks at more executive actions as coronavirus-relief talks appear finished

•   FT: Johnson under fire over plans to reshape Brexit deal

•   FT: UK will not finalise state aid plan until 2021

•   FT: UK sets out controversial plans for internal market after Brexit

•   FT: French trade minister warns UK on Brexit level playing field

•   FT: UK government alarmed over rising coronavirus cases

•   FT: Johnson defends new Covid restrictions for England

•   FT: Saudi Arabia to keep pumping despite fall in crude prices

•   FT: Trump raised $210m in August, trailing well behind Biden

•   FT: AstraZeneca’s Covid trial pause a reminder of huge challenges in race for vaccines

•   FT: CFTC panel red-flags climate change risk to financial system

•   FT: Companies caught in local lockdowns in England allowed to claim compensation

•   FT: US companies defy Trump’s threats about ‘decoupling’ from China

•   FT: Could there be an unlikely Lighthizer-Biden alliance on US trade?

•   FT: Belarus opposition figure latest to be detained

•   FT: Brexit withdrawal treaty dispute triggered law chief’s resignation

•   FT: US companies stretch out debts to lock in low rates for longer

•   FT: Elections in Russia’s regions will be test of Putin machine

•   FT: US to pull 2,000 troops out of Iraq this month

•   FT: Mexico’s budget assumptions met with scepticism

•   FT: Kim Jong Un’s dependence on China grows as virus hits economy

•   FT: Can plasma and antibody therapies help as world awaits Covid-19 vaccine?

•   FT: SoftBank shareholders push for answers on ‘Nasdaq whale’ bets

•   FT: Wall Street brushes off political tensions to dig deeper into China

•   FT: Blue-collar openings recover faster than office jobs in UK

•   Bloomberg: Biden Says Trump Tapes on Virus Show He ‘Failed to Do His Job’

•   Bloomberg: Dollar Dominance Gives U.S. Upper Hand in China Sanctions Fight

•   Bloomberg: Pullback in China Stocks Has Investors Fearing Deeper Slump

•   Bloomberg: EU Sees Case for Legal Action Against U.K. Over Brexit Plan

•   Bloomberg: China’s Record Dollar-Bond Flood Leaves Buyers Wanting Even More

•   Bloomberg: Jerome Powell Channels Alan Greenspan in Putting Stamp on Fed

•   Bloomberg: U.S. Job Openings Increased in July by More Than Forecast

•   Bloomberg: U.S. Businesses in China Not Heeding Trump’s Call to Return Home

•   Bloomberg: With a Track Record of Disasters, Argentina and IMF Think Small

•   Bloomberg: Stimulus Vote to Test Republican Unity Under Election Pressures

•   Bloomberg: France Wants EU Proposal on Digital Taxation Early Next Year

•   Bloomberg: South Africa Readying Economic Reboot Plan, Ramaphosa Says

•   Bloomberg: Mexico Rejects Keynesian Stimulus, Doubles Down on Austerity

•   Bloomberg: ECB Forecasts Said to Show More Confidence in Economic Outlook

•   Bloomberg: Pelosi Says U.K. Can Forget U.S. Trade Deal If Irish Pact Broken

•   Bloomberg: Turkey to Wield Competitive Lira in Economy’s Pivot After Virus

•   Bloomberg: Lagarde Has Euro-Fighting Options From Rhetoric to Rate Cuts

•   Bloomberg: German Car Woes Worsen With Schaeffler Cutting 4,400 Jobs

•   Bloomberg: Philippine Public’s Economic View at Bleakest in 11 Years: Poll

•   Bloomberg: India Poised to Exceed $163 Billion Borrowing Target

•   Bloomberg: Morgan Stanley Says U.S. Vote Result Delay May Boost Treasuries

•   Bloomberg: Walmart Drone Delivery Being Tested Amid Amazon Retail Battle

•   Bloomberg: Emissions Are Already Heading Back to Pre-Pandemic Levels

•   Bloomberg: Investors Question Chinese EV Makers’ Tesla-Like Stock Rally

•   Reuters: Fauci says Astrazeneca vaccine pause unfortunate, not uncommon

•   Reuters: IMF says coronavirus crisis 'far from over', more support needed

※   FP: Emerging Stronger From the Great Lockdown

•   Reuters: China's CanSino defends coronavirus vaccine candidate after experts cast doubt

•   Reuters: Factbox: Scientists, drugmakers and traders react to AstraZeneca's COVID-19 vaccine trial pause

•   Reuters: How drugmakers can keep their pledge and still deliver an October vaccine surprise

•   Reuters: Brazil trials of Sinovac COVID-19 vaccine show promising results: governor

•   Reuters: Some scientists spot 'unlikely' patterns in Russia vaccine data: letter

•   Reuters: WHO says vaccine safety top priority, as AstraZeneca pauses study

•   Reuters: Huawei fears it may be excluded from Poland's 5G network

•   CNN: Delayed mortgage payments coming due? These are your options

•   CNN: US report warns climate change could create economic chaos

•   CNN: The solar fridge helping off-the-grid Africans

•   CNN: Airport coronavirus screenings: Trump administration intends to end Covid-19 screenings of passengers arriving from overseas

•   CNBC: Biden leads in six 2020 swing states as Trump sees no convention bounce, CNBC/Change Research poll finds

•   CNBC: Joe Biden struggling with Latino voters in key state Florida, polls show

•   CNBC: Investors are buying the dip for now, but the market rout is likely not over

•   CNBC: Stanley Druckenmiller says the stock market is in an ‘absolute raging mania’

•   CNBC: Covid-19 vaccine trial participant had serious neurological symptoms, but could be discharged today, AstraZeneca CEO says

•   CNBC: AstraZeneca's vaccine trial halt defended by Matt Hancock

•   CNBC: European Central Bank could announce policy tweaks this week after shock inflation data

•   CNBC: Small miscalculations along India-China border can lead to big mistakes, former national security advisor says

•   MarketWatch: Did you miss out on Tesla’s big run? There are still good alternatives to play the electric-car revolution

•   MarketWatch: Why an approved coronavirus vaccine may not end the pandemic quickly

•   SCMP: China’s Wang Yi slams US for being ‘biggest driver’ of South China Sea militarisation

•   SCMP: US to halt visas for some Chinese graduate students and researchers, Homeland Security chief says

•   SCMP: China signals shift to stronger yuan exchange rate policy to help develop domestic demand, analysts say

•   SCMP: China continues to sweet-talk foreign firms, but business groups ‘need something solid’

•   SCMP: China-Europe freight trains gather steam amid surge in B2B goods bought online

•   Global Times: China-US phase one trade deal on track, farm purchases continue

•   매경(P1): 오너경영인 없어도 기업 잘 돌아간다고?

•   매경: 귀환한 오너의 결단…M&A 등 과감한 투자로 실적 `퀀텀점프`

•   매경: "지배구조에 정답 없어…오너·전문경영인 조화 이뤄야"

•   매경: 이재용 뚝심으로 신사업 키우는 삼성…무리한 검찰 기소에 동력 꺼질 위기

•   매경: 가족기업이 `주가 수익률`도 더 높았다

•   매경: 코로나 위기서 주목받은 `오너의 안목`

•   매경(P1): [단독] LG, 日혼다에 스마트카 부품 공급…車텔레매틱스 납품 계약

•   매경: [단독] 구광모의 車전장 잰걸음…日혼다 새고객으로

•   매경(P1): 13세 이상 전국민에 통신비 2만원 지원

•   매경: 사전청약 `10년 희망고문`·서울분양은 `바늘구멍`…3040 또 허탈

•   매경: 규제샌드박스 홍보나선 박용만, "AI드론 혁신이 도심 안전 지켜"

•   한경(P1): 5개월새 2억5000만원 급등…'하남 전셋값' 미쳤다

•   한경(P1): 한국 개미 '테슬라 쇼크'…이달 들어 1.3조 날렸다

•   한경: 분양가 통제의 역설…민간보다 20% 비싼 공공분양

•   한경: 김현미 "맞벌이 신혼부부·생애최초 특공 소득요건 추가 완화"

•   한경: 폐업 직전 음식점, 노래방·PC방보다 재난지원금 적게 받나?

•   한경: K뉴딜 입법' 속도내는 민주당

•   한경: 삼성·LG디스플레이도 화웨이 공급 중단

•   한경: 서울 아파트 지난달 거래 10건 중 6건 '최고가'

•   한경: 온실가스를 수소로…UNIST '고효율 촉매' 개발

•   한경: "전세 불안 언제 끝날지 몰라…하반기 서울 아파트값 안 떨어질 것"

•   한경: 이달 3만 가구 중 서울은 '분양 0'…수도권 물량이 절반 차지

•   서경(P1): 이번엔 빚탕감 쉽게··· 금융까지 票퓰리즘

•   서경: "깎아달라 버티면 줄여주는데···누가 제대로 빚 갚겠나"

•   서경: [단독]가족돌봄휴가 유급지원 10일→15일···지원금은 75만원으로

•   서경: 국민연금 2056년 동나는데 '개혁 하세월'...나랏돈으로 메울 판

•   서경: 재정 고려 않고 '사회안전망 강화' 생색...'고용보험료 인상' 결국 국민 부담으로

•   서경: 文케어' 건보재정 고갈 부채질...적립금 5년만에 20조 → 11조

•   조선: 코로나 록다운… PC방 매출 -91%·헬스장 -79%·독서실 -66%

•   조선: 정은경 “독감·코로나 동시감염 사례 있어”

•   조선: 글로벌 M&A시장 23% 먹어치운 PEF, 국내서도 큰손 되나

•   조선비즈: 제주도에 태양광·풍력 너무 많이 지었나? 전기 남아돌아 멀쩡한 발전기 멈춘다

•   조선비즈: 화웨이 지고 '오포·비보' 뜬다… 美 제재 틈타 생산량 최대로 늘려

•   중앙: [outlook] 공기업 부채까지 더하면 2024년 국가부채비율 82%

•   중앙: 조성욱 “기업 일감 몰아주기 조사 중, 의미있는 결과 나올 것”

•   중앙: [팩트체크] 원전 24기 중 13기 스톱…원인은 태풍? 탈원전?

•   동아(P1): 일주일째 100명대… “감소세 유지땐 2.5단계 연장 없을것”

•   동아(P1): [단독]SK하이닉스-LG전자 해킹… 기밀 대거 유출

•   동아: 韓美 NSC-외교 고위채널 재가동… 비핵화 대화 재개 새국면

•   문화(P1): [팩트체크]“집값하락” 이라더니… 서울선 한달간 절반이 ‘新高價’

•   문화: <파워인터뷰-윤희숙>“文정부, 그 높은 지지율 갖고 3년간 ‘개혁’ 씹어먹어… 염치없다”

•   문화: <파워인터뷰>윤희숙 “서울시장? 이론적으론 무장돼 있어… 다만 정치력이 부족”

•   문화: 삼성, IBM·퀄컴·엔비디아 잇단 수주…‘파운드리 1위’ 맹추격

•   문화: 세계 해상풍력발전 붐에도… 업계선 “대규모 발주 어려워”

•   문화: 원료 값 변화에 맞춰 전기료 인상인하… “합리적 에너지 소비 유도”

•   머니투데이: 韓美 NSC-외교 고위채널 재가동… 비핵화 대화 재개 새국면

•   더벨: 약속지킨 박정원, 채권단 신임 속 구조조정 '가속도'

•   더벨: 퓨얼셀·솔루스 분할, 그룹 위기 사전 인지했나

•   더벨: 개별협상-입찰후 수의계약 '갈팡질팡' 두산솔루스 M&A

•   더벨: 오너일가 보유 두산솔루스 잔여지분 향방은

•   더벨: 주인 바뀌는 모트롤BG, 밸류에이션 수준은

•   더벨: 소시어스, 모트롤BG로 두번째 포트폴리오 확보

•   더벨: NH·한국, 두산중 유증 '또 파트너'…끝까지 신뢰

•   헤럴드경제: 정책은 뒷전…일자리 예산만 남발

•   파이낸셜뉴스(P1): "월세 못내 재임대"… 폐업도 힘든 자영업자 [현장르포]

•   파이낸셜뉴스: 주식시장서 29조 판 외국인, 원화채 55조 순매수

•   아시아경제(P1): "안그래도 문닫을 판"…화관법에 中企 비명

•   아시아경제: 화웨이에 반도체 납품 중단' 삼성·SK, 새 판로 뚫는다

•   이데일리(P1): 당사자들도 반대 '특고 고용보험' 현장 목소리 들어야

•   이데일리(P1): 방역·경제 ‘두 마리 토끼’, 규제혁신으로 잡자

•   이데일리: 그린뉴딜 발맞춘다..전자업계 '빅3' 친환경 경영 박차

•   연합: 환경운동연합 "국회는 '석탄발전 퇴출법' 제정하라"

•   뉴스1: 석유공사 부유식 해상풍력 사업 시작…韓중후장대 기업에 '기회'

•   이투데이: 남아공 '1500억 규모 ESS사업'에 눈독 들이는 국내 업체들

•   데이터뉴스: 두산그룹, 상장계열사 모두 영업이익률 하락

•   Power Engineering: ESA, WoodMac report: 2Q energy storage deployment hits record 168 MW in U.S.

•   reNews: Report claims EU states will miss Paris target

•   Asian Power: Asia Pacific power generation to attract $1.5t of investments | Asian Power

•   Equipment World: Bobcat Enterprises adds new Ohio location in Zanesville

•   OilPrice.com: Saudi Economic Outlook Sours After Oil Price Crash

•   OilPrice.com: OPEC+ Output Cuts Increasingly Important For Oil Market Recovery

•   OilPrice.com: UAE’s Nuclear Power Pivot Comes At A High Cost

•   전자신문: 삼성·SK하이닉스, 美 상무부에 화웨이 반도체 수출 허가 신청

•   디지털데일리: 반도체 투자의 계절…삼성 '평택 P3'·SK '이천 M16' 꿈틀

•   Phone Arena: The new Motorola Razr 5G is official: updated design & better battery for $1399

•   Phone Arena: Samsung's Galaxy Z Fold 2 5G is proving even more popular than expected

•   Robotics & Automation News: Demonstration project begins for commercialization of vessels with high-power fuel cells

•   Robotics Business Review: August 2020 Robotics Transactions Continue Strong Summer Pace

•   Robot Report: Robotics investments recap: August 2020

•   Nikkei Asian Review: Huawei ban puts $26bn at risk for Japan, South Korea and Taiwan

•   Folha de S.Paulo: Brazil Registers 516 Deaths and Reaches 127,517 Covid-19 Deaths

•   Moscow Times: Russia Orders Banks to Ensure Steady Ruble Flow to Belarus

•   Jakarta Post: Cash-strapped PLN issues Rp 1.88t in bonds to fund operations

•   Jakarta Post: Experts urge BI to have exit strategy from burden-sharing scheme as risks loom

•   Jakarta Post: Stimulus programs will need to continue into 2023 if economy remains weak: Experts

•   Jakarta Post: COVID-19 now a real threat to year-end polls

•   Viet Nam News: Việt Nam urged to improve infrastructure to attract more FDI

•   Myanmar Times: Chinese developers sweep up 1GW solar bids in Myanmar

•   Myanmar Times: Foreign direct investments in Myanmar for fiscal 2019-20 exceed target

[Opinions]

•   Project Syndicate(Abiy Ahmed): Africa’s Peace and Prosperity Begin at Home

•   Project Syndicate(Barry Eichengreen): The Pandemic’s Most Treacherous Phase

•   Project Syndicate(Kevin Rudd): The Neglected Water and Sanitation Crisis

•   FT(Editorial Board): Companies need a new compact for working from home

•   FT(Robert Shrimsley): Boris Johnson’s one-legged economic strategy is tripping up Tories

•   FT(David Pilling): What the campaign to eradicate polio tells us about Covid-19

•   FT(Jamil Anderlini): China’s Middle East strategy comes at a cost to the US

•   FT(Benedict Mander): Back to Argentina’s treacherous politics for Alberto Fernández

•   FT(Martin Arnold): ECB supervisors turn the screw on banks’ Brexit plans

•   FT(Lex): US securities: the Biden Trade

•   WSJ(William A. Galston): Honey, Trump Shrunk the GOP

•   WSJ(Walter Olson): Never Trump, Now More Than Ever

•   NYT(Thomas B. Edsall): Voters Seem to Think Biden Is the ‘Law and Order’ Candidate

•   WP(Paul Waldman, Greg Sargent): Stunning new disclosures blow huge holes in Trump’s Potemkin facade

•   WP(Karen Tumulty): What Bob Woodward’s book tells us about Trump

•   WP(David Byler): Joe Biden might win in a landslide. That would make things more complicated.

•   WP(Katrina vanden Heuvel): How the Biden campaign can turn Trump’s ‘strength’ into a weakness

•   Bloomberg(Mervyn King): Will the Fed’s New Approach Make Any Difference?

•   Bloomberg(John Authers): Tesla's Stock Slump Tests the Meaning of a Correction

•   Bloomberg(Therese Raphael): Brexit Deal: Boris Johnson Shatters Natural Order With Legal Bombshell

•   Bloomberg(Karl W. Smith): Vaccine by November? Great for Economy, Less So for Jobs

•   Bloomberg(Ramesh Ponnuru): Trump Tax Cut Was Neither Bane Nor Boon

•   Bloomberg(James Stavridis): Trump's Iraq Troop Withdrawal Is Good for Iran, Russia, Syria

•   Bloomberg(Michael R. Strain): Coronavirus Recession Makes U.S. Productivity Soar. Hold the Applause.

•   Bloomberg(Max Nisen): Is AstraZeneca's Covid-19 Vaccine Halt Something to Worry About?

•   CNBC(Ted Cruz): Here’s how we can get the economy back up and running

•   CNBC(Ron Insana): Trump’s threatened divorce from China unlikely to be amicable

•   CNBC(Paul Scanlan): Trump's campaign against Huawei, Chinese tech will backfire

•   MarketWatch(Shawn Rosenberg): We’ll find out after the 2020 presidential election if Americans were just too angry and fed up with democracy to save it

•   MarketWatch(Sridhar Kota, Glenn S. Daehn): The pandemic revealed the cracks in U.S. manufacturing. Here's how to fix them.