[Markets]
※ China’s yuan surges to 16-month high on economic data
※ Gold slips as dollar rebounds, all eyes on Fed
※ Oil rises but bleaker demand outlook weighs
※ Central bank meetings dominate week’s agenda
• 한국: 코스피 마이웨이 랠리…9월 상승률 `1위`
[Indicators]
• US 2019 Household income: U.S. Incomes Up, Poverty Rate Down in 2019
• US Aug. Industrial production: Industrial Production Points to Slowing Manufacturing Recovery
• US Aug. Construction backlog: Construction Backlog Rebounds in August
• US Sep. Crude oil production:U.S. Shale Production Continues To Decline
• US Sep. Empire State manufacturing index :New York Manufacturing Expands at Faster Pace Than Forecast
• Germany Sep. ZEW economic sentiment: Investors Raise Hopes for German Recovery After Stimulus Boost
• UK Jul. Employment: Redundancies in UK rise at sharpest rate since 2009
• China Aug. Retail sales, etc.: China’s Economy Picks Up Speed as Shoppers, Moviegoers Return
• 한국 2분기 기업경영분석: 2분기 기업 매출 10% 급감…5년 만에 최악
• 한국 8월 COFIX: 코픽스 9개월째 하락…주담대 금리 더 떨어질 듯
• 한국 8월 ICT 수출: 8월 ICT 수출 전년比 0.3%↑…3개월 연속 증가
• India Q2 House prices: Pandemic-induced slowdown sees home prices in India decline by 1.9% year-on-year
• India Aug. Balance of trade: Exports fall 12.66% in Aug; trade deficit narrows to $6.77 billion
• COVID-19: Johns Hopkins University Live Updates
[News]
• Bloomberg: Brazil Is Running Out of Space to Store Its Coffee
• CNN: Where is the iPhone 12?
• CNBC: The Fed could could still move markets Wednesday even with rates on hold for the foreseeable
• SCMP: US drops sweeping Xinjiang goods ban, China’s cotton sector breathes temporary sigh of relief
• Global Times: Huawei to survive under US pressure
• 매경(P1): [세계경제포럼] 리커창 "美中냉전 틀 깨고 대협력하자"
• 매경(P1): [세계지식포럼] "美대통령 누가돼도 G2 충돌 격화될듯"
※ 기재부: [세계지식포럼] `중국경제 구조조정` 수혜株는
• 매경(P1): [단독] 원전해체 R&D예산 57배 늘린다
• 매경: 3월 조성한 증안펀드, 증시급등에 모두 반환
• 매경: 수출입銀도 마이너스 금리 외화채권 발행
• 매경: "상속세·법인세율 낮춰 코로나 극복을"
• 한경(P1): 코로나 후 140조 풀렸지만 돈이 안 돈다…최악의 '돈맥경화'
• 한경(P1): "돈 버는 법 제대로 배워보자"…'욜로' 외치던 2030이 변했다
• 한경: 코로나 백신·치료제 생산기지로 떠오른 한국
• 한경: 코로나에…中企 너도나도 재택근무
• 서경(P1): 일하는 국회'라더니···규제·선심성법안만 쏟아내
• 서경: 툭하면 특별법...법질서만 흔든다
• 서경(P1): 해외 석탄발전 투자 '기사회생'
• 서경(P1): 여야, 22일 본회의서 4차추경 처리
• 서경: 건설현장에 디지털 입히니 경제효과 36%↑
• 조선(P1): 美가 화웨이 때린지 3년… ‘中 테크 굴기’ 싹을 밟다
• 조선(P1): 수도권 유치원·초중고 21일부터 등교
• 조선비즈: 현대차, 수소연료전지 첫 해외 수출
• 동아(P1): [단독]美, 한국에 “中 5G장비 사용 말라”
• 문화(P1): 정부, 코로나 백신 1단계로 3000만명분 확보 추진
• 한국(P1): [착한 정책의 배신] "우후죽순 지역화폐, 도움은커녕 2300억 손실"
• 한국(P1): [착한 정책의 배신] '저금리' 햇살론 이용자, 1년뒤 카드빚 더 늘었다
• 서울(P1): 여러 사업장 운영 소상공인, 매출 많은 1곳만 재난지원금
• 머니투데이(P1): 삼성 보고있나…롤러블폰 출시 깜짝 예고한 LG
• 머니투데이: "와우!" vs "잉?"…'LG 윙' 해외 반응
• 머니투데이: 노점상 지원금은 '소득기준'…입증 어려워 '깜깜이 지원' 될라
• 머니투데이: 2년 이상 하도급 갑질, 정액과징금 최대 15억
• 헤럴드경제(P1): 신용대출 억제책은 ‘부자 억누르기’
• 헤럴드경제(P1): 국세청 “부동산시장 변칙 탈세 무관용 대응”
• 헤럴드경제: 부동산감독기구 넘어 ‘주택청’까지 나왔다
• 헤럴드경제: ‘빚투 막자’…증권사들 ‘신용 공여’ 일시 중단
• 파이낸셜뉴스(P1): 서울서 경기도로 '똘똘한 한채' 원정투자
• 파이낸셜뉴스: 비우량 회사채 미매각 속출… 산은·증권사 부담 커졌다
• 파이낸셜뉴스: "신용대출 미리 받아두자" 불안한 영끌족
• 파이낸셜뉴스: 정부 '그린뉴딜' 속도 내자 여당은 관련 법안 잇단 발의
• 아시아경제(P1): 채용이요? 규모는 비밀, 시기는 미정
• 아시아경제(P1): 삼성 뇌관 겨누는 법안 '패키지'…보험업법·공정경제법 동시 논의
• 아시아경제: 연료비·환경비 '제값에 거래'…전력산업 부실 막아야
• 디지털타임스(P1): 일자리 대책 헛바퀴…바닥 기는 청년고용
• 이투데이: [기후 역습] 산업계 탄소 감축 어떻게 하고 있나
• 글로벌이코노믹: M&A 독식하는 사모펀드...기업 경영난에 '큰손'으로 등장
• 아시아투데이: 2030년까지 태양광·풍력으로 전력 20% 가능할까…부작용 최소화 관건
• 녹색경제신문: ‘태양광·풍력’ 인색한 중부발전식 ‘신재생’ 투자
• 위키리크스한국: 4000억대 강남빌딩 '등기 미스터리'...한국자산신탁 '공문서 위조' 의혹
• reNews: EU urged to boost climate ambitions
• Renewables Now: S Africa to procure 6.8 GW of renewables under new programme
• 에너지경제: [현장클릭] 환경부, 대답 없는 공청회에 업계 '분통'
• 에너지경제: 한전 '전력 판매수익' 역대급…웃어야 할까 울어야 할까
• 건설경제: 압박 심해지는 탈석탄 정책…시름 깊어지는 발전사
• OilPrice.com: The Latest Threat For China’s Natural Gas Demand
• OilPrice.com: OPEC’s New Headache Is Its Third-Biggest Producer
• OilPrice.com: This Small Nation Is Building The World’s Next Major Energy Hub
• OilPrice.com: Iran Boosts Oil Output At Oilfields Shared With Iraq
• 전자신문(P1): 삼성전자, 업계 최소 '0.7㎛ 화소' 이미지센서 4종 출시
• 전자신문(P1): 이젠 웨어러블 로봇시대
• 전자신문: 태양광으로 수소 만든다…생체고분자 기반 광촉매 개발
• Phone Arena: Huawei Mate 40 is coming soon, company confirms
• Network World: Huawei ban could complicate 5G deployment
• 로봇신문: 일본 화낙, 협동로봇 생산 능력 3배로 늘린다
• Nikkei Asian Review: Japanese chipmakers scramble to replace Huawei sales after US ban
• Nikkei Asian Review: Japan's next PM Suga picks new cabinet roles for Kono and Kato
• Nikkei Asian Review: Japan's Suga leans on contacts with reformers and CEOs
• Nikkei Asian Review: Dream state: Jokowi struggles to build his vision for Indonesia
• Economic Times: Think US stock market gains are concentrated? Just look at India
• Economic Times: How to unlock middle-class spending power to speed up economic recovery
• Business Standard: Full recovery in consumer durables will be long drawn affair: Analysts
• Folha de S.Paulo: Brazil Passes 132 Thousand Covid-19 Deaths with A Record of 454 New Deaths
• Moscow Times: Russia's Coronavirus Stimulus Fuels Property Boom
• Jakarta Post: Slow global economic recovery haunts Indonesian exports
[Opinions]
• Project Syndicate(Stefan Gerlach): Crunch Time for Central Banks
• Project Syndicate(Mohamed A. El-Erian): The COVID Silver Linings Playbook
• Project Syndicate(Akira Kawamoto): Abenomics After Abe
• Project Syndicate(Carl Manlan, Efosa Ojomo): Africa Needs Market-Creating Innovation
• FT(Editorial Board): Weaning Britain’s economy off furlough
• FT(Editorial Board): US wildfires reveal partisan divide on climate
• FT(Sarah O'Connor): Do not let homeworking become digital piecework for the poor
• FT(David Allen Green): When lawmakers approve lawbreaking
• FT(Lloyd Green): Donald Trump has a chance to peel off Hispanic voters
• FT(Cordelia Jenkins): ‘Selling Sunset’ could be capitalism’s comeback
• FT(Lex): Hitachi/UK nuclear: atomic conglomerate
• WSJ(Walter Russell Mead): The Long Road to Israel’s Very Good Month
• WSJ(Phil Gramm, Jerry Ellig): The Misguided Antitrust Attack on Big Tech
• NYT(Paul Krugman): The G.O.P. Plot to Sabotage 2021
• NYT(Bret Stephens): A Rare Middle East Triumph
• NYT(Aaron E. Carroll): Stop Expecting Life to Go Back to Normal Next Year
• NYT(Chris Miller): America Is Going to Decapitate Huawei
• WP(Editorial Board): Here’s a proposal that could lead Congress out of its impasse on pandemic relief
• WP(David Von Drehle): How the pandemic has boosted a green economy
• WP(Paul Waldman): Why even a Biden presidency might see a period of heightened violence
• WP(Karen Tumulty): We need a president who sees science as a solution, not the enemy
• WP(Alexandra Petri): I can’t believe you’re forcing me to vote for Trump, which I definitely didn’t already want to do
• WP(Peter G. Lurie): Nobody wants vaccine trials to fail. But they just might.
• WP(Katrina vanden Heuvel): It’s going to be a long November. Here’s a game plan for every election outcome.
• WP(Leana S. Wen): Protests and Trump rallies both carry covid-19 risks. But there’s a reason Trump’s rallies are worse.
• Bloomberg(Editorial Board): Europe Needs to Recognize the Threat From Russia
• Bloomberg(Conor Sen): WeWork Was Built For Post-Coronavirus Flexible Work Demands
• Bloomberg(John Authers): Fed Wants Inflation; Japan Points to Easy Money Limits
• Bloomberg(Lionel Laurent): Coronavirus: Spain, France and the U.K. Fail the Test-and-Trace Test
• Bloomberg(Jonathan Bernstein): Trump Hasn't Corrupted Coronavirus Vaccine Science Yet
• Bloomberg(Jonathan Bernstein): As Election Day Nears, Here’s What We Know
• Bloomberg(Francis Wilkinson): Trump Less Popular in Michigan, Wisconsin, Pennsylvania Than Governors
• Bloomberg(Mark Gilbert): U.K. Housing Is a Sick Canary in the Economic Coal Mine
• Bloomberg(Mark Gongloff): Trust The Polls? 2020 Election Outlook Is Mostly Clear
• Bloomberg(Zev Chafets): Israeli Peace Agreement Solves One Problem, Creates Another
• Bloomberg(Ellen R. Wald): Is OPEC’s Power Over the Oil Market Broken?
• Bloomberg(Emily Oster): Covid-19 Office Reopenings Show Employers Expect Longer Pandemic
• Bloomberg(Matt Singh): U.K. Budget: Boris Johnson Faces a Reckoning Over Tax
• Bloomberg(Matthew A. Winkler): Betting on a V-Shaped Recovery, and Winning
• Bloomberg(Meghan L. O'Sullivan): U.S.-China Spat Threatens Energy Shift From Oil to Solar, Wind
• Bloomberg(Jared Dillian): Wall Street Fears a Trump-Biden Election With No Clear Winner
• CNBC(Wendy M. Pfeiffer): Why next work-from-home phase could be ‘death by a thousand cuts’ if remote IT doesn’t improve
• CNN(Michael Oren): A huge step toward end of Arab-Israeli conflict
• CNN(Teresa Ghilarducci, Tony James): Opinion: America's retirement savings crisis is now. Here's how to fix it
• Fox News(Marco Rubio): Biden's economic plan is inconsistent, outdated and weak. This is not a serious blueprint
• Fox News(Kevin McCarthy): America, if Republicans take the House in November, here's the agenda we’ll commit to
• Nikkei Asian Review(James Crabtree): Suga must expand Abe's assertive Indo-Pacific vision
• 서울(정동욱): 원전, 안전성 넘어 신뢰성 보여야
• 한겨레(김정수): 너무나 조용히 지나가는 원전 6기 집단정지
• 글로벌이코노믹(남지완): 두산重 체질개선, 우물에서 숭늉 찾기 아닌가
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