[Markets]
• 한국: 코스피 보합권 마감…美기술주 하락 영향 제한
[Indicators]
• US Aug. CPI: Consumer Prices Broadly Rebounded in August
• US Aug. Fiscal account: As Budget Gap Soars, Costs of Servicing Federal Debt Shrink
• US Weekly Rig count: U.S. Rig Count Falls As Oil Market Uncertainty Continues
• US Q3 GDP Nowcast: Sep 11, 2020: New York Fed Staff Nowcast
• China Aug. FDI: China’s inbound foreign investment surges 18.7 per cent in August, as bank loans grow more than expected
• China Aug. Credit: China’s Credit Growth Jumps in August in Boost for Recovery
• 한국 상반기 발전량: 상반기 발전량 원전만 늘었다... 재생·석탄·가스 모두 ↓
• 한국 7월 통화 및 유동성: 풀린 돈 3100조원…무섭게 늘어났다
• 한국 9월 1~10일 수출: 수출, 이달 초 0.2%↓…하루 평균은 12% 급감
• 한국 주간 KB 주택시장 동향: 서울 아파트 매수자 우위로…KB매수지수 석달만에 100 밑돌아
• Japan Sep. Business sentiment: Big Japan firms' sentiment turns positive after virus plunge
• India Jul. Industrial production: Industrial production shrinks fifth month in a row, rate slows to 10.4%
• India Aug. Car sales: India passenger vehicle sales up 14% in August: Industry body
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: Hurricane warning for New Orleans as Sally to bring dangerous surge and flooding to Gulf Coast
• Bloomberg: Japan’s Aso Says Parliament May Be Dissolved ‘Soon’
• Bloomberg: Saudi Utility Raises $1.3 Billion From Green Bonds
• Reuters: More than 1 billion people to get Russia's COVID-19 vaccine in 2020-2021: Ifax cites RDIF
• MarketWatch: The West burns, coastlines are threatened, and Trump and Biden are too quiet on climate change, say analysts
• Fox Business: Pfizer CEO says coronavirus vaccine could be distributed to Americans before year's end
• SCMP: Chinese ghost town rumbling back to life as free-trade zone, but is the second time a charm?
• Global Times: Who is the Rogue State in the South China Sea?
• Global Times: Spotlight: New research shows COVID-19 may have been in L.A. before China announces its outbreak
• Global Times: China’s CDC warns of dual risks of influenza and novel coronavirus in autumn and winter
• 매경(P1): 아시아나 결국 `노딜`…기안기금 2.4조 투입
• 매경(P1): 추석 이동자제령에도…관광지 속속 `풀부킹`
• 매경(P1): [단독] 지원금 100만원 받은 간이과세자, 매출 늘면 토해내야
• 매경: 고개든 대출금리…주담대 2주새 0.4%P 쑥
• 매경(P1): `클라우드·AR` 기술민주화 이끈다
• 매경: 부산서 만나는 코로나後 제조·금융업 미래
• 매경(P1): 수도권 거리두기 2단계 복귀…음식점·카페·학원 정상영업
• 매경(P1): 美HAAH `쌍용차 인수` 급물살
• 매경: 벼랑끝 쌍용차, 자금조달·美진출 둘다 잡을까
• 매경(P1): [단독] 베이비부머 기초연금 첫 수령…부담 눈덩이
• 매경: 연금개혁 시급한데…또 다음정권에 미뤄
• 매경: 4대연금·4대보험 모두 재정 빨간불
• 매경(P1): `유통공룡` 쿠팡의 성장통…지배구조·시장교란 논란
• 매경: 대출 러시에…은행 현금흐름도 `비상`
• 한경(P1): [단독] '한국판 뉴딜' 추경의 민낯…사업 절반은 시작도 못했다
• 한경(P1): 파운드리 '무서운 추격자' 삼성…TSMC의 '큰손 단골' 속속 확보
• 한경(P1): 부동산 막차 놓친 2030…"주식은 생존수단"
• 한경: "코로나로 주식시장 흔들…돈 벌 기회 왔다"
• 한경(P1): 신혼부부 "전셋값이 기가 막혀"…빌라·오피스텔마저 수천만원 급등
• 한경: 지난달만 3조…전세대출 역대급 증가
• 한경: 약국·부동산임대업 재난지원금 제외될 듯
• 한경: 영국도 신재생 과잉 발전에 '골치'
• 한경: 소·부·장 이어 '민간형 뉴딜펀드' 뜬다
• 서경: 한국판 뉴딜' 업고 ESG펀드 날개
• 서경(P1): 7·10 대책 두달만에···금천구 6억이하 아파트 22% 줄었다
• 서경(P1): 정치권서 확산되는 2만원 논란
• 서경: 쏟아지는 설비 매물...벌써 작년치 육박
• 조선(P1): “김여정이 주도, 美北협상 물밑작업중”
• 조선(P1): "북 3년전 ICBM 쐈을때, 미국은 핵무기 80개 발사검토”
• 조선비즈: 삼성·LG디스플레이, 화웨이보다 더 큰 위챗發 파도온다
• 동아(P1): 완치판정 석달… 완치없는 고통
• 문화(P1): 최종건 “韓美 동북아 평화 핵심축”… ‘동맹대화’ 신설 현안 관리
• 문화(P1): 폭주하는 전셋값… 일부 지역서 매매가 추월 속출
• 문화(P1): 백화점·車 등 내수 ‘꽁꽁’… “불확실성 확대”
※ 기재부: [보도참고] 2020년 9월 최근 경제동향
• 문화: 코로나 비상에도… 車노조 “투쟁, 투쟁”
• 한국(P1): 신용대출 폭증하는데... 금융당국, 생계자금 끊을라 '진퇴양난'
• 한겨레(P1): 한국 가계빚, GDP 대비 97.9% ‘세계최고 수준’
• 경향: 식당·카페 출입자 명부에 ‘이름’은 안 쓴다
• 경향(P1): 서부발전 ‘공고’에 적시한 안전조치, 태안화력 사고 현장선 안 지켜
• 머니투데이(P1): 테슬라 전기차 독주 끝났다, 주가가 보여준 현대차 미래
• 머니투데이: 예전의 '아이오닉'은 잊어라…속까지 '진짜' 전기차가 온다
• 머니투데이: 3년내 테슬라 잡겠단 폭스바겐, 그 뒤 바짝 쫓는 현대차
• 머니투데이: 전기차 플랫폼 조단위 시장 열린다…배터리 빅3도 '들썩'
• 헤럴드경제(P1): [헤럴드 뷰] 짜증난다, 집·집·집…난 ‘○포자’
• 헤럴드경제: “오를 사다리가 없다”…실수요자들 ‘집포자’로 돌아선다
• 헤럴드경제: 대책 때마다 누덕누덕…‘양포세·임포자’ 속출
• 파이낸셜뉴스(P1): 수소경제 '퍼스트 무버', 韓기업 투자 2년새 2배
• 파이낸셜뉴스(P1): 화웨이 셧다운 임박… 반도체 '새 거래처 찾기' 물밑경쟁
• 파이낸셜뉴스: 폼팩터 혁신 'LG 윙' 날아오를까
• 파이낸셜뉴스: 국내 건설사, 글로벌 매출액 6위… 3년째 제자리
• 아시아경제: K배터리' 질주‥특허만 4만건 육박
• 아시아경제: 서울 아파트 급매물 늘어도 집값 하락 체감효과는 글쎄
• 아시아경제: 두산重, '사무직 휴업부당' 지노위 판정 불복…중노위에 재심 신청
• 디지털타임스(P1): 기업 100곳중 18곳 이자 못내는 `좀비`
• 이데일리(P1): 文정부 경제정책 낙제점…"일자리 공약 안지켜" 등돌린 2030
• 이데일리: 올해 추경에만 67조 쏟아부었지만…마이너스 성장 못 피한다
• 이데일리: 한전 ‘신재생 사업’ 진출 논란에… 속 끊는 민간발전업계
• 이데일리: 불안한 美기술주…국내 증시 단기 조정? 약세장 전환?
• 글로벌이코노믹: [글로벌-Biz 24] 두산모빌리티, 픽스호크 컨트롤러와 손잡고 수소드론 출시
• 글로벌이코노믹: [글로벌-Biz 24] 두산스코다파워 기술진, 코로나 무릅쓰고 미국행
• 글로벌이코노믹: 대어급' 정비사업 시공사 선정 초읽기…건설사 '불꽃경쟁' 예고
• 더구루: 두산비나, 대형 크레인 2기 납품 완료
• 에너지경제: 온실가스 배출권 할당, 발전부문 감축이 관건'
• 건설경제: 원전 건설 확산하는 아프리카…한국은 뒷짐만
• OilPrice.com: Will Trump Bail Out Struggling Refiners?
• OilPrice.com: How COVID-19 Is Transforming The Auto Industry
• OilPrice.com: Natural Gas Industry Sees Support From U.S. Voters
• OilPrice.com: Low Oil Prices Have Put OPEC+ In A Bind
• OilPrice.com: Iraq Could Seek An Exemption From OPEC+ Output Cuts
• OilPrice.com: OPEC’s Third-Largest Producer Fails To Comply With Output Cuts
• OilPrice.com: Solar Windows Will Soon Become A Commercial Reality
• OilPrice.com: Middle East Oil Producers Struggle As Asian Demand Crumbles
• Robotics & Automation News: Baidu launches Apollo Go Robotaxi service in Beijing
• Robotics & Automation News: ABB offers Augmented Reality on a smartphone to simplify robot installations
• Robotics & Automation News: Robotiq teams up with industry leaders to build high-performance cobot application solutions
• Robotics Business Review: Global Supply Chain Disruptions Driving Robotics Adoption
• Robotics Tomorrow: How Robotics and IoT Are Changing the Trucking Industry
• 로봇신문: 태양광 AI 드론, 제주 해안선 147km 완주 성공
• 로봇신문: 올해 中 서비스 로봇 시장, 세계 4분의 1 차지할 전망
• Nikkei Asian Review: Japan's LDP lawmakers vote for chief, with Suga in pole position
• Nikkei Asian Review: Suga dodges question on whether to call snap election on becoming PM
• Nikkei Asian Review: Longtime allies of Japan's Suga open up about PM front-runner
• Nikkei Asian Review: Japan and UK reach general agreement on new trade pact
• Nikkei Asian Review: UK accelerates talks with TPP members after closing Japan trade deal
• Nikkei Asian Review: Abe calls for decisions on Japan's preemptive strike capabilities
• Nikkei Asian Review: Business card culture fades in Asia as COVID spread cuts contact
• Business Standard: Moody's forecasts 11.5% contraction in India's economic growth in FY21
• Folha de S.Paulo: City of São Paulo Enters Covid's Slowdown for The First Time
• Folha de S.Paulo: Brazil Reaches 129 Thousand Covid-19 Deaths and 4.2 Million Cases
• Jakarta Post: Property sector hardest hit by pandemic: Moody’s
• Jakarta Post: Budget deficit projected to reach 5.7 percent of GDP in 2021 as uncertainty hits tax revenue
• Jakarta Post: RI, UNDP, South Korean aid agency launch solar power plant project in four provinces
• Jakarta Post: Long road to full economic recovery as Jakarta PSBB returns
[Opinions]
• Project Syndicate(Shashi Tharoor): India’s Silenced Parliament
• Project Syndicate(Tony Blair): Transforming Africa’s Agriculture
• FT(Rana Foroohar): The next subprime crisis could be in food
• FT(Wolfgang Münchau): Sweden’s Covid-19 experiment holds a worldwide warning
• FT(Gavyn Davies): The Bank of England’s message on monetary financing needs clarity
• FT(Robert Armstrong): The good times for big US banks cannot last under Biden
• FT(Michael Mackenzie): Why big tech stocks can weather the storm
• FT(Merryn Somerset Webb): Is China the closest thing to investing normality now?
• FT(Camilla Cavendish): State aid is the wrong Brexit hill to die on
• FT(Henny Sender): Why there is no white knight on the horizon for TikTok in India
• FT(Michelle Meagher): Fifty years of shareholder value have swollen monopoly power
• FT(Devesh Kapur): India and China are edging towards a more serious conflict
• FT(Tom Braithwaite): The latest big bailout comes with big whistleblower payouts
• FT(Tim Harford): How quick and dirty Covid tests can help end the weariness
• FT(James Pickford): Do you really need to buy a property now?
• FT(Lex): Quantum computing: the need for speed
• WSJ(Kimberley A. Strassel): Trump’s Pennsylvania Bet
• WSJ(Peggy Noonan): Trump, Loyalty and ‘The Godfather’
• WSJ(Mary Anastasia O’Grady): Trouble Brewing in Central America
• WSJ(Scott Gottlieb, Mark McClellan): How ‘Emergency Use’ Can Help Roll Out a Covid Vaccine
• WSJ(Mark Duggan, Andrew C. Johnston): Pandemic Unemployment Will Soon Bring Tax Hikes
• WSJ(Andrew A. Michta): Can China Turn Europe Against America?
• NYT(Editorial Board): Remember Brexit?
• NYT(Paul Krugman): Trump’s Coronavirus Response Was Beyond Incompetent
• NYT(Ross Douthat): What Isn’t Trump’s Fault
• NYT(Roger Cohen): Remembering the Presidency of Donald Trump
• NYT(Mychal Denzel Smith): A Biden Win Won’t Cure My Trump-Era Depression
• WP(Robert J. Samuelson): Goodbye, readers, and good luck — you’ll need it
• WP(David Von Drehle): Trump must think autoworkers are stupid
• WP(David Byler): Biden’s troubles with Black and Latino voters are overstated
• WP(James Downie): The whiny core of Trumpism
• Bloomberg(Mihir Sharma): Why India's Modi Remains Popular Despite Coronavirus Crisis
• Bloomberg(Brian Chappatta): Why a cash crunch in cities and states could doom the U.S. recovery
• Bloomberg(Julian Lee): OPEC’s 60th Birthday: The Oil Cartel's Got a Whack-a-Mole Problem
• Bloomberg(Karl W. Smith): Trumpism Has Already Won the Campaign Against Free Trade
• Bloomberg(Jonathan Bernstein): Trump Second Term Would Be a Lot Like the First
• Bloomberg(Adam Minter): Covid Is Clobbering America’s Farm Workers
• Bloomberg(Teresa Ghilarducci): Should I Buy a House Now? Covid-19 Pandemic Says Wait
• CNBC(Frederick Kempe): Biden’s plan to rally world’s democracies at 2021 summit
• CNN(Joe Biden): There's a smarter way to be tough on Iran
• CNN(Dean Obeidallah): Opinion: Trump's risky rallies are straight out of 'Hunger Games'
• MarketWatch(Mark Hulbert): This 1 big change in the market means higher stock prices are likely over the next few weeks
• MarketWatch(Satyajit Das): Here’s how homeowners and new buyers are taking advantage of record-low mortgage rates
• MarketWatch(David Morse): Trump and Biden 'Made in America' tax plans ignore the real problem
• Nikkei Asian Review(James D.J. Brown): Suga the wrong choice to remedy Abe's failures
• 문화(정범진): 韓電 적자가 위험한 이유
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