Business Intelligence Monitor 200915

(Introduction)

[Markets]

•   Global: Stocks rally as COVID-19 vaccines lift hope, dollar eases

※   Wall Street’s main indices climb more than 1%

※   AstraZeneca, Pfizer vaccine news spurs equities

※   Britain, U.S., Japan central banks meet this week

•   US: Tesla shares jump more than 12% amid tech rebound, Goldman comments

•   한국: 외인·기관 쌍매수에 코스피 1.3%↑…2,400선 회복

•   한국: 성장株서 실적株로…증시, 무게중심 이동

•   한국: 다시 뛰는 삼성전자…電車군단이 움직인다

•   한국: 두산그룹주 혼조, 두산퓨얼셀 오리콤 오르고 두산 두산밥캣은 내려

•   Saudi Arabia: Oil Giant Aramco Regains Top Spot From Apple as Tech Rally Fades

•   Metals: Demand cheer helps copper hold near 26-month peak

•   Iron ore: Iron ore price jumps to fresh 6-year high on China building boom

•   Grains: Soybeans top $10/bushel on Chinese demand, smaller U.S. crop

[Indicators]

•   China Aug. House prices: China's Aug new home prices rise at slightly faster pace

•   China Sep. Container traffic: China’s container traffic grows in early September as export orders recover from coronavirus supply chain shock

•   한국 8월 수출입물가: 8월 수출물가 0.2% 내려…4개월 만에 하락

•   한국 9월 재산세: 서울시 9월 재산세도 작년보다 11.5% 늘어

•   India Aug. CPI: August CPI inflation at 6.69%: Experts say numbers above RBI target to dampen October rate cut hopes

•   India Aug. WPI: August WPI inflation up at 0.16% after being in negative zone for 4 months

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Oracle Wins Bid for TikTok in U.S.; Microsoft Proposal Is Rejected

•   WSJ: Oracle-TikTok Deal to Undergo U.S. National Security Review

•   WSJ: Does Oracle’s Winning Bid for TikTok’s U.S. Operations Avert a Ban?

•   WSJ: Highflying Nvidia’s Deal for Arm Signals Loftier Chip Ambition

•   WSJ: Exxon Used to Be America’s Most Valuable Company. What Happened?

•   WSJ: Smoke and Winds Worsen in West Coast Wildfires

•   WSJ: New U.S. Coronavirus Infections Fall From a Day Earlier

•   WSJ: Who Pays for Covid-19 Medical Care? That Depends on How (or if) You Are Insured

•   WSJ: Arizona, Known as a Covid-19 Hot Spot, Starts to Subdue Its Outbreak

•   WSJ: Absence of Coronavirus-Aid Deal Prompts Blame Game in Washington

•   WSJ: Fed Names Trevor Reeve as New Monetary Affairs Chief

•   WSJ: Amazon to Hire 100,000 in U.S. and Canada

•   WSJ: Amazon Is Hiring and Expanding Its Offices: Inside the Tech Giant’s Strategy

•   NYT: In Visiting a Charred California, Trump Confronts a Scientific Reality He Denies

•   NYT: A Tight Trump-Biden Race in Florida: Here’s the State of Play

•   NYT: TikTok Owner’s Big Reason to Strike a U.S. Deal: China Is Slowing

•   WP: Latinos warn Biden could fall short

•   WP: The president who says the coronavirus will go away makes the same prediction about global warming

•   FT: Half a million UK job losses forecast this autumn

•   FT: BP warns of oil demand peak by early 2020s

※   BP: Energy Outlook 2020

•   FT: Yoshihide Suga wins landslide in Japanese leadership contest

•   FT: Boris Johnson seeks to quell rebellion over contentious Brexit bill

•   FT: Not enough Covid vaccines for all until 2024, says biggest manufacturer

•   FT: Putin pledges $1.5bn loan and security assistance to Belarus

•   FT: Navalny-backed candidates win Siberian cities in Russian election

•   FT: French and Swedish labs confirm Navalny poison claim

•   FT: French cities act against resurgence of virus

•   FT: Customs agents not ready for Brexit trade with EU, survey shows

•   FT: Huawei courts app makers despite sanctions threat to its devices

•   FT: Brexit Britain in a preferential tangle

•   FT: What happens if Trump loses but refuses to concede?

•   FT: Traders switch to FX after central banks numb bond markets

•   FT: Revenue raising divides EU governments

•   FT: EU gas groups exposed as pipeline politics threaten Nord Stream 2

•   FT: Cities count cost of lasting exodus from offices

•   FT: Nvidia faces backlash over commitment to Arm’s UK headquarters

•   FT: Robot dogs take on routine tasks at Germany’s Merck

•   FT: Nikola admits rolling truck down hill as it counters ‘fraud’ claims

•   FT: US-China: Washington revives plans for its rare earths industry

•   FT: US-China trade war hits passive investors

•   FT: Changes forced by lockdown create rare opportunity for small businesses

•   Bloomberg: New Japanese Leader Seeks to End ‘Curse’ of Revolving-Door Premiers

•   Bloomberg: It’s Been a Good Year to Throw $71 Billion at China Stock Funds

•   Bloomberg: U.S. Faces Last Chance to Salvage Stimulus Deal as House Returns

•   Bloomberg: Germany Is Calling the Shots in Europe and Merkel Isn’t Sorry

•   Bloomberg: When Will There Be a Covid-19 Cure? The Body Is Still the Best Virus-Killer

•   Bloomberg: Fed Must Alter Habits of a Generation in Higher Inflation Quest

•   Bloomberg: K-Shaped Recovery to Worsen Inequities in Jobs to Real Estate

•   Bloomberg: Trump Sketches Economy in Bullet Points While Biden Takes Policy Dive

•   Bloomberg: U.K. Job Cuts Set to Double Last Recession Peak in Coming Months

•   Bloomberg: EU Tells Xi That China Must Show Investment Deal Worthwhile

•   Bloomberg: Toyota Halts India Expansion, Blaming ‘We Don’t Want You’ Taxes

•   Bloomberg: Bolsonaro Vetoes Church Tax Pardon But Wants Congress to Disobey

•   Bloomberg: Pandemic May Permanently Replace Some Human Jobs With Machines

※   Philadelphia Fed: “Forced Automation” by COVID-19? Early Trends from Current Population Survey Data

•   Bloomberg: France’s Economic Rebound Is Stronger Than Initially Thought

•   Bloomberg: Asia-Pacific’s Commercial Properties Battered as Investors Flee

•   Bloomberg: Lockdowns Halt Europe’s Air-Travel Recovery, Threaten Jobs

•   Bloomberg: Thailand Mulls Path Linking Indian and Pacific Oceans

•   Bloomberg: Coal’s Rebound on Hold in Europe as Bearish Headwinds Persist

•   Reuters: OPEC sees steeper oil demand drop as virus remains challenging

※   OPEC: MOMR September 2020

•   Reuters: U.S. to block some imports from China's Xinjiang, still studying broad cotton, tomato bans-DHS

•   Reuters: Exclusive: AstraZeneca COVID-19 vaccine trial in U.S. on hold until at least midweek - sources

•   Reuters: Morgan Stanley lowers 10-year Treasury yield forecast to 0.95%

•   Reuters: India's parliament meets after six months as COVID cases surge

•   Reuters: Testing positive: half of Argentina's coronavirus checks yield infection

•   Reuters: Exclusive: EU to delay euro clearing decision on Brexit divorce threat - source

•   Reuters: WHO head urges rich nations to join vaccine scheme by Friday deadline

•   Reuters: Gulf's fiscal diet risks deeper pain amid oil price uncertainty

•   CNN: Housing is still holding up the economy. It's so not like 2008

•   CNN: The great grocery boom is slowing down

•   CNBC: Sanctions against Turkey over Mediterranean gas drilling wouldn’t achieve much, former EU ambassador says

•   CNBC: China semiconductor industry tries to catch up with U.S. chip makers

•   CNBC: Chinese internet companies have less to lose when it comes to U.S. threats

•   CNBC: Former Starbucks CEO Howard Schultz, who considered 2020 presidential bid, endorses Joe Biden

•   CNBC: Why Trump’s payroll tax holiday may be a lose-lose for workers and their firms

•   CNBC: Google aims to run on carbon-free energy by 2030

•   CNBC: Former Trump advisor Gary Cohn says he's undecided between Biden and the president

•   CNBC: Will 2 flu shots this year boost immunity during Covid? When is the best time to get it?

•   MarketWatch: Stock market's 7% pullback? Get ready for more, as a 2009-style 'stair-step' rally continues, says Wall Street bull

•   MarketWatch: There's $120 billion worth of commercial property debt threatened by West Coast fires

•   MarketWatch: Biden’s 401(k) plan: Changing tax incentive for retirement saving is a great idea

•   Fox Business: Trump campaign returns to economy with 8-figure ad buy, calls it ‘defining issue in this race’

•   USA Today: Wildfires: Joe Biden calls Donald Trump 'climate arsonist' over fire damage

•   SCMP: China tightens surveillance of chilled food imports to keep out Covid-19

•   SCMP: South China Sea heats up as Indonesia shadows Chinese ship near Natuna Islands

•   SCMP: China’s digital sovereign currency tests put it ahead of the global pack in push to adopt digital money

•   Global Times: Taiwan businesses can't do without the mainland

•   Global Times: Recovery of domestic demand likely accelerated in August

•   Global Times: How is Huawei fighting back against US sanctions as the deadline looms?

•   매경(P1): 세지포 개막식 `유튜브 생중계`

•   매경: 3D기술·서빙로봇…팬데믹 극복하는 혁신 경영의 힘

•   매경: OECD·맥킨지…기업 생존 논한다

•   매경(P1): 채용공고가 사라진다…취준생의 절규

•   매경: "주변서 취직됐단 얘기 안들려"…코로나 20대 "우린 버려진 세대"

•   매경: `카공족` 돌아온 카페 만석…10대 출입금지 PC방 텅텅

•   매경: 이병기 전 靑비서실장과 특별한 인연

•   매경: 韓 외교부, 후임 日관방장관에 촉각

•   매경: 엔비디아, ARM 품고 모바일로 영토확장…삼성전자·퀄컴 흔드나

•   매경: 15일부터 화웨이에 반도체공급 중단…삼성·SK, 매출 타격 불가피

•   매경: 전세→월세 전환때 5%넘게 올리면 `稅폭탄`

•   매경: [단독/세종 인사이드] 쏟아지는 코로나 지원금…복지부 "반밖에 못썼다"

•   매경: "매출·자산 안따지고 일괄 지급…2차 재난지원금 형평성 어긋나"

•   매경: `세금받아 겨우 월급주는 기업` 52배 급증

•   매경: 대한상의 "노조법 개정안, 사측 방어권 보완해야"

•   매경: 국민연금 간택받은 PEF…4조 M&A실탄 장전 돌입

•   한경(P1): 화웨이 퇴출'로 年 13조 고객 잃어…반도체·디스플레이 '새판 짜기'

•   한경(P1): 김종인 '기업규제법 찬성' 파장…"野마저 이러면 기업은 어쩌나"

•   한경(P1): "고수익 비결? 새벽 6시 일어나 전략짜고 손절매는 칼같이"

•   한경: 주가수익비율 대신 주가꿈비율…BBIG 질주 이끌다

•   한경: 디스플레이 업계는 '위챗 리스크'가 더 걱정

•   한경: 4대 보험 중 '건보료'가 가장 가파르게 오르는 이유

•   한경: 국민 58% "통신비 지원 반대"…국회예산처도 "형평성에 문제"

•   한경: "스가는 현실주의자…이념색채 덜할 것"

•   한경: 에너지 공기업, 줄줄이 해외채권 발행

•   한경: 공기업, 태양광 핑계 땅 투기?…사업부지 최대 140% 올라

•   한경: 한은, 21년 만에 컨설팅 받는다

•   한경: 삼성전자, 23일 '보급형 갤S20' 공개

•   서경: 사법리스크에 묶여...'ARM' 군침만 삼킨 삼성

•   서경: 票의식 '보편증세' 외면하고...고소득·자산가 稅부담만 늘려

•   서경: 4% 성장 '낙관론 함정' 빠진 정부...재정적자·국가채무 비율 과소추산

•   서경: 선심성 비과세·감면 3년 만에 32%↑

•   서경: 세제 혜택 준다더니 줄줄이 무산···정책 신뢰도 흔들

•   서경: 하반기 車시장 다시 암울..."개소세 폐지해야"

•   서경: "멀리 있는 차도 픽업"...공간 초월한 현대차 디지털키

•   서경: [시그널] 작년 7.6조→올 0.7조···기업, 해외 M&A ‘엔진’ 껐다

•   서경: ‘임대차법 發’ 전세>매매가···‘00지역 깡통전세’ 공포 커진다

•   조선: 스가 “한국, 징용기업 자산 압류땐 보복” 그간 수차례 밝혀

•   조선: 3단계 거리두기, 5~6단계될 수도

•   조선: LG화학, 아마존도 뚫었다... 물류 로봇에 배터리 공급

•   조선: [단독]최근 5년간 ‘태양광 벌목’ 307만그루… 81.3%는 문재인 출범 이후 베어 넘겼다

•   조선비즈: "불황은 호황, 호황은 더 호황"…中 굴삭기 판매, 내달중 역대 최대 달성할 듯

•   조선비즈: 삼성전자 이사회에 화웨이 출신 들어와 경영간섭 가능해진다…기업 옥죄는 '세상에 없는 규제' 쏟아져

•   조선비즈: 금융이 품었던 부동산 속속 시장에… "보유 부담 커졌다. 비쌀 때 팔자"

•   조선비즈: 코로나 직격탄'…국내 관광 일자리 12만개가 사라졌다

•   중앙: 우드워드 “대북 핵 사용까지 상정” 청와대 “그런 작계 없다”

•   중앙: 정부, 소상공인에 100만원 나눠 주려고 운영비 280억 쓴다

•   중앙: 집 1채 자녀부부, 고령 부모집 동거 땐 10년간 1주택 간주

•   중앙: [청정 에너지 시대로] 신재생 에너지 확대, 혁신 일자리 창출로 ‘그린뉴딜’선도

•   중앙: [청정 에너지 시대로] 지속가능한 미래에너지 확산 위해 국민과 함께하는 ‘그린뉴딜’ 추진

•   중앙: [청정 에너지 시대로] 기후변화에 대한 대응, 탄소배출 제로 …‘그린에너지 종합 플랫폼’ 선언

•   동아(P1): 서울 ‘10인이상 집회금지’ 내달 11일까지 연장

•   동아: [단독]“한일관계에 日극우 영향력 줄어들것”

•   동아: 이념성향 옅은 스가, 새 총리로… 韓-中과 외교갈등 줄어들 듯

•   동아: 정부, 1억 이상 고액 신용대출 조인다

•   동아: 발 묶인 ‘반도체 큰손’ 화웨이… 글로벌 시장 단기적 위축 불가피[인사이드&인사이트]

•   동아: [단독]SK가스, 충전소 100곳에 ‘수소 인프라’

•   세계(P1): ‘빚투’ 17조…IPO 151조…주식·부동산에만 쏠리는 돈

•   한겨레(P1): 숨통 튼 PC방·헬스장…노래방은 분통 “우린 왜 못여나”

•   한겨레: 자금위기 큰산 넘은 두산중 ‘친환경 에너지’ 진격 속도전

•   머니투데이(P1): 文대통령 "자영업자에 무작정 희생만 강요할 수 없어"

•   머니투데이(P1): 식당 매출 38% '뚝'…추석 전 재난지원금, 내수 살릴까

•   머니투데이: 음식점 카드매출 등 경기지표 줄하락.. 정부, 올해 '마이너스성장' 결국 인정

•   머니투데이: ARM 손에 넣은 美 엔비디아…삼성엔 '득일까, 독일까'

•   더벨: 한숨 돌린 두산중공업, 수익성 개선 '관건'

•   더벨: 팔까 말까' 두산인프라코어 매각 '딜레마'

•   헤럴드경제(P1): 오너 없는 기업들,5년간 M&A ‘0’건

•   헤럴드경제: 위기때마다 과감한 투자…5년간 대형 M&A 20여건 성사

•   헤럴드경제: 글로벌기업도 대규모 M&A는 결국 ‘오너 결단’

•   헤럴드경제(P1): 서울 노후임대 ‘50층 랜드마크’ 탈바꿈

•   헤럴드경제(P1): 자영업·청년취업 고사 위기…추석 특수도 실종 우려

•   헤럴드경제: 한계 다다른 기업들 “고용유지 힘듭니다”

•   헤럴드경제: 직원 둔 자영업자, 6개월 연속 월 15만명 ‘증발’

•   헤럴드경제: 추경發 현금살포만 20조…가보지 않은 길 ‘기본소득’이 최선인가

•   파이낸셜뉴스(P1): 1440명중 단 1명에만 항체… 집단면역은 불가능

•   아시아경제: 내일부터 화웨이 주문 全無…반도체 가격 약세 전환 불가피

•   이데일리: 카카오페이 등 간편결제 하루 2천억 돌파…"온라인거래 증가 영향"

•   이데일리: "집값 안정됐다더니"…서울 매매·전셋값, 언제 떨어지나

•   이데일리: 멈춰섰던 용광로 다시 끓는다…세계 철강사도 기지개

•   이데일리: 美에 화웨이 수출 허가 신청한 韓기업들… 왜, 美·中 사이 묘수?

•   이데일리: 배터리 다음은 저탄소?…'탄소효율 그린뉴딜' 후보군 '꿈틀'

•   EBN: "매각도, 인수도 안돼"…건설업계 M&A 총체적 난항

•   WNN: Markets lack a price signal for nuclear investment : Nuclear Policies

•   WNN: Investor confidence relies on public acceptance of nuclear

•   에너지경제: 2024년까지 발전용 천연가스 수요 3%대 감소 전망

•   에너지데일리: “코로나19로 에너지 사용 늘어났다”

•   KHL: Cat’s new D9 dozer designed to lower operating costs

•   Equipment World: Majority of Contractors Researching Used Equipment Buys, Survey Says, With Excavators Topping List

•   OilPrice.com: Where Is Future Oil Demand Going To Come From?

•   MINING.com: Copper price forecast up on buoyant demand – report

•   CNET: The LG Wing 5G phone has a swiveling screen, because it's 2020, so why not?

•   전자신문(P1): LG전자, 스마트폰 폼팩터 혁신 신호탄 'LG 윙' 날아오를까

•   전자신문: 에너지연, 15일 '수소경제와 한국의 수소기술' 심포지엄 개최

•   전자신문: [단독] '해상풍력' 직접 키우는 한전…'그린뉴딜'로 새 수익원 창출

•   Phone Arena: At least one new Apple product unveiled on Tuesday could be available for immediate purchase online

•   Phone Arena: The 5G Huawei Mate 40 series might be delayed until 2021

•   Robot Report: How Detroit’s fear of Silicon Valley sparked the autonomous vehicle gold rush

•   Robot Report: Top 10 robotics stories of August 2020

•   로봇신문: 산업부, 오는 22일 '2020 로봇미래 전략 컨퍼런스' 개최

•   Nikkei Asian Review: Suga to reappoint Aso as Japan's finance minister

•   Nikkei Asian Review: Asian economists hope Japan's new leader provides reform model

•   Japan Times: Abenomics improved Japan's corporate governance, but more work remains

•   Economic Times: Monsoon session of Parliament begins today, will take up 47 items in 18 sittings till Oct 1

•   Livemint: In centre-state GST tussle, growth will be casualty

•   Livemint: S&P expects GDP to contract 9% in FY21 on rising covid-19 cases

•   Business Standard: Fiscal deficit may hit 8% of FY21 GDP on additional govt borrowing: Experts

•   Business Standard: iPhone makers among biggest winners in India's $6.6 bn manufacturing plan

•   Jakarta Post: PSBB uncertainties in Jakarta hit small businesses hard

•   Jakarta Post: Just 34% of Indonesia’s stimulus budget spent six months into pandemic

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz): Reclaiming American Greatness

•   Project Syndicate(Shlomo Ben-Ami): The Consequences of the Israel-UAE Peace

•   Project Syndicate(Hrishabh Sandilya, Kyriaki Chatzipanagiotou, Sarah Morsheimer): The New Eastern Mediterranean Crisis

•   Project Syndicate(Daoud Kuttab): The Arab Betrayal of Palestine

•   Project Syndicate(Elizabeth Drew): America’s COVID Election

•   FT(Editorial Board): Arm deal is drawing UK into damaging US-China tech war

•   FT(Gideon Rachman): Germany has more pressing concerns than Brexit

•   FT(Robert Shrimsley): Boris Johnson needs a Brexit deal to secure his revolution

•   FT(Brooke Masters): Rio Tinto’s failures show how hard it is to balance competing interests

•   FT(Lex): Nvidia/Arm: SoftBank no more

•   FT(Lex): TikTok/Oracle: out of sync

•   WSJ(Alan S. Blinder): Will Congress Ever Break the Covid Relief Standoff?

•   WSJ(Gerard Baker): It Takes a Superspreader to Know a Superspreader

•   NYT(James Henry, Jackie James, Rey Jarrell, Amelie Zilber): TikTok's Sale Is More About Power Than Protecting Your Privacy

•   WP(Dana Milbank): Don’t let Trump fool you. The United States knows how to hold an election.

•   WP(Eugene Robinson): The world is burning and drowning. We have to vote for the planet’s future.

•   WP(Paul Waldman): Climate change forces itself into the presidential race

•   WP(Greg Sargent): 7 ways Trump and his cabal are using government to corrupt the election

•   WP(Dennis Ross): The UAE-Israel-Bahrain agreements highlight how the Middle East is changing. Will Palestinians be left behind?

•   Bloomberg(Mohamed A. El-Erian): Five Things to Consider Before the Fed Injects Yet More Stimulus

•   Bloomberg(Brian Chappatta): If the Fed Wielded Fiscal Power, What Would Powell Do?

•   Bloomberg(Liam Denning): What Tesla, Exxon Mobil and Shale Have in Common

•   Bloomberg(Anjani Trivedi): Yoshihide Suga Will Become Premier as Japan Inc. Stages Recovery

•   Bloomberg(Clara Ferreira Marques): Russia Local Election: What Navalny Allies' Success Means for Putin

•   Bloomberg(Therese Raphael, Alex Webb): Arm and Brexit Challenge U.K. ‘Tech Sovereignty’

•   Bloomberg(Ferdinando Giugliano): A Soaring Euro Is Not the ECB’s Biggest Problem

•   Bloomberg(Andreas Kluth): Covid Recession: Germany’s Resurgent Economy Is Sicker Than You Think

•   Bloomberg(Tim Culpan): Microsoft Lost Out on TikTok, but Oracle Is No Winner, Either

•   Bloomberg(Tara Lachapelle): Is TikTok, Nvidia, Gilead Merger Flurry a Good Sign for Post-Covid Economy?

•   Bloomberg(Ben Schott): People Are Not Financially Prepared for the Next Economic Crisis

•   MarketWatch(Peter Morici): Joe Biden's economy would be too much like Europe's

•   MarketWatch(Therese Poletti): Nvidia’s deal for Arm could mean a real challenge to Intel and AMD, but is likely to face opposition

•   MarketWatch(Daniel Newman): Nvidia’s deal with Arm paves the path to a trillion-dollar market value

•   Nikkei Asian Review(Kiyoteru Tsutsui): Suga is fit to lead, but are voters ready to like him?