Business Intelligence Monitor 200917

(Introduction)

[Markets]

•   Global: Shares slip, dollar gains as Fed sticks to agenda of near-zero rates

※   Equities waver, then fall on dovish Fed stance

※   Long-term U.S. Treasury yields rise

※   Oil gains as storm hits U.S. output, inventories drop

•   US: GE Surges as Culp Predicts Positive Cash Flow in Second Half

•   한국: 코스피, 기관 매도세에 닷새만에 하락…2,430선은 유지

•   한국: 반도체 콕 찝어 팔아치우던 외국인…이달엔 집중 매수 `눈길`

•   한국: 두산그룹주 약세, 두산 두산인프라코어 내리고 두산중공업만 올라

•   한국: 두산·효성중공업 신 성장 동력 만나 주가급등 ...‘그린뉴딜로 뜬다’

•   한국: 위안화와 덩달아 원화값 3일째 상승

•   Metals: Rising Chinese demand pushes zinc towards 16-month high

•   Grains: Soy climbs to 2-year high on China demand, fund-driven buying

•   DRAM: 화웨이 사재기 끝나자 D램값 상승세 주춤

[Indicators]

•   US Aug. Retail sales: U.S. Retail Spending Grew at a Slower Pace in August

•   US Sep. NAHB housing market index: Homebuilder Optimism Hits Record, Fueled by Low Mortgage Rates

•   US Benchmark rates: Fed Signals Interest Rates to Stay Near Zero Through ​2023

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Parsing the Fed: How the September Statement Changed from July

※   Bloomberg: The Fed’s New Dot Plot After Its September Rate Meeting

•   US Weekly Mortgage rates·applications: Mortgage demand fell last week as interest rates stalled

•   UK Aug. CPI·PPI: Dine-out scheme helped drive sharp fall in UK inflation

•   한국 9월 아파트 매매: 9월 아파트 ‘매매절벽’… 강남 90% 급감

•   한국 주간 고용유지지원금 신청: 근근이 버티던 기업도 한계… ‘고용유지지원금’ 2주새 8배

•   Japan Aug. Balance of trade: Japan's exports extend double-digit declines as pandemic hits demand

•   India Sep. Tax collection: Total tax collection plunges 22.5% to Rs 2.54 lakh crore so far this fiscal: Source

•   Brazil Benchmark rates: Brazil Holds Key Rate at 2%, Signals No Plan to Lift It Soon

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Is the Fed Just Seeing Shadows—Or Should We Really Be Worried?

•   WSJ: Mortgage Securities Are Flooding the Market. Thank the Fed.

•   WSJ: Rich Economies Set to Recover More Quickly From Covid-19 Contractions

※   OECD: OECD Economic Outlook, Interim Report September 2020

•   WSJ: Trump’s Promise to Revive Coal Thwarted by Falling Demand, Cheaper Alternatives

•   WSJ: U.S. Plans to Ship First Covid-19 Vaccine 24 Hours After Authorization

•   WSJ: Trump Calls on Republicans to Seek a Bigger Coronavirus Relief Deal

•   WSJ: CDC Chief Predicts Covid-19 Vaccine May Not Be Generally Available Until Next Summer

•   WSJ: As Coronavirus Rebounds, Europe Rejects New Lockdowns

•   WSJ: Barr Tells Prosecutors to Consider Charging Violent Protesters With Sedition

•   WSJ: Business Shifts From Resistance to Action on Climate

•   WSJ: Covid-19 Antibody Drug Shown to Reduce Hospitalizations, Eli Lilly Says

•   NYT: Hurricane Sally Is a Slow-Moving Threat. Climate Change Might Be Why.

•   NYT: Analysis: What the Latest Polls Show

•   NYT: Why Unemployment Claims May Be Overcounted by Millions

•   NYT: House Report Condemns Boeing and F.A.A. in 737 Max Disasters

•   NYT: Europe’s Economic Revival Is Imperiled, Raising the Specter of a Grinding Downturn

•   WP: Wisconsin polling: Biden has narrow edge over Trump in latest Post-ABC News poll

•   WP: The Senate seats most likely to flip in November

•   WP: The Daily 202: U.S. came ‘much closer’ to war with North Korea in 2017 than the public knew, Trump told Woodward

•   WP: Oracle’s courting of Trump may help it land TikTok’s business and coveted user data

•   WP: The Finance 202: Investors have a new election worry: Not knowing who won for weeks

•   WP: Trump’s plan for managing forests won’t save us in a more flammable world, experts say

•   FT: Yoshihide Suga elected Japanese prime minister

•   FT: US prosecutors allege widespread China-based hacking plot

•   FT: Ursula von der Leyen warns over Russia rapprochement

•   FT: Germany offered €1bn for gas terminals in exchange for US lifting NS2 sanctions

•   FT: Spain’s economy faces long-lasting pandemic drag, warns central bank

•   FT: Pompeo says US-UK trade talks on track for ‘successful conclusion’

•   FT: Johnson backs down in row over internal market bill

•   FT: Sharp slowdown in release of Covid tests in England hits virus efforts

•   FT: Small businesses await coronavirus insurance appeal decision

•   FT: Emerging economies face ‘lost decade’ if debt costs divert social spending

•   FT: WTO ruling on China tariffs sparks anger in Washington

•   FT: Hitachi blames Covid-19 for pullout from UK nuclear project

•   FT: Beijing’s concerns loom over Nvidia’s $40bn Arm deal

•   FT: Italy’s left battles to keep grip on former Tuscany stronghold

•   FT: Rest of Europe keeps close eye on German electoral contest

•   FT: India equity sales hit record high even as Covid-19 upends IPOs

•   FT: Nikola board member defends company against fraud claims

•   FT: Is the company with a 20-second coronavirus test for real?

•   FT: How Brexit and Covid-19 combined to hit UK hedge funds

•   FT: Why Keir Starmer wants to ‘Get Brexit Done’

•   FT: China’s great power play puts Asia on edge

•   Bloomberg: Trump Says He Doesn’t Like What He’s Heard of TikTok Deal

•   Bloomberg: Oracle Would Get Access to TikTok Code, Proposed Deal Terms Say

•   Bloomberg: Oracle’s TikTok Bid Leaves Open Some U.S. Security Concerns

•   Bloomberg: Republican Senators Send Letter To Trump Opposing TikTok-Oracle Deal

•   Bloomberg: As U.S. TikTok Ban Nears, Here’s What We Know About a Deal

•   Bloomberg: Japanese Stocks Will Do Well Under Suga If History Is a Guide

•   Bloomberg: Virus Cases at Workers’ Dorms Add to Singapore Construction Woes

•   Bloomberg: Trump Restrictions on H-1B Visas Survive Early Court Fight

•   Bloomberg: Flaws in Georgia’s Election System Let 1,000 People Vote Twice

•   Bloomberg: Trump Claims Coronavirus Vaccine May Be Ready Within Four Weeks

•   Bloomberg: When to Stop Working From Home? How About Never, Workers Say

•   Bloomberg: Johnson Makes Concession on Brexit Plan as Law Officer Quits

•   Bloomberg: Las Vegas Home-Price Surge Spotlights Disconnect in U.S. Economy

•   Bloomberg: South Africa Hails Success in Tackling Virus; Reopens Borders

•   Bloomberg: Bank of Japan to Maintain Easing as Suga Takes Japan’s Top Job

•   Bloomberg: BOE Readies for Action as U.K. Faces a Turbulent End to 2020

•   Bloomberg: World’s Most Stable Currency Is Shielding Taiwan’s Vital Exports

•   Bloomberg: Another Favoritism Scandal Rocks South Korea in Setback for Moon

•   Bloomberg: Pelosi Rejects Moderate Democrat Push for Slimmer-Stimulus Vote

•   Bloomberg: Chinese Communist Party Wants Bigger Role in Private Sector

•   Bloomberg: Biden Embraces Vaccines, Science: ‘I Don’t Trust Donald Trump’

•   Bloomberg: Europe Virus Stars Scramble After Declaring Victory Too Fast

•   Bloomberg: Chip Industry Wants $50 Billion to Keep Manufacturing in U.S.

•   Bloomberg: U.K. Unemployment May Surge as Sunak Ends Covid-19 Job Furlough Program

•   Bloomberg: China Lets Traders Push Yuan Toward Best Quarter on Record

•   Bloomberg: EU to Sell 225 Billion Euros of Green Bonds to Fund Recovery

•   Bloomberg: Europe Pitches Massive Economic Overhaul in New Climate Plan

•   Bloomberg: Investors Call for Climate Disclosures in Company Accounts

•   Bloomberg: JPMorgan Says $200 Billion May Flow Out of Stocks This Quarter

•   Reuters: In coronavirus vaccine race, China inoculates thousands before trials are completed

•   Reuters: Pfizer says late-stage coronavirus vaccine study shows moderate side effects

•   Reuters: U.S. FDA investigating AstraZeneca's COVID-19 vaccine candidate

•   Reuters: Exclusive: U.S. pushes arms sales surge to Taiwan, needling China - sources

•   Reuters: Indian hospitals desperate for oxygen as coronavirus cases top 5 million

•   Reuters: Exclusive: Top Huawei executives had close ties to company at center of U.S. criminal case

•   Reuters: Russia seals another deal to supply and test its coronavirus vaccine abroad

•   CNN: Here's why some state economies are recovering faster than others

•   CNN: The simple thing Trump doesn't get about the stock market

•   CNBC: Trump claims he 'up-played' the coronavirus after he admitted downplaying it

•   CNBC: Market volatility is set to swell after Election Day, Wells Fargo warns

•   CNBC: After Brexit bombshell, Britain is seeking to reassure U.S. lawmakers on Irish border issue

•   CNBC: EU’s von der Leyen wants 30% of the fiscal stimulus to be raised via green bonds

•   CNBC: Biden ramps up Latino outreach with appeal to Puerto Rican voters in Florida

•   CNBC: Absa: South Africa’s rand will rally into year-end with risks priced in

•   CNBC: Snowflake more than doubles in market debut, largest ever software IPO

•   CNBC: WHO doesn't recommend coronavirus passports, because immunity remains questionable

•   MarketWatch: Some wealthy Americans are already prepping their finances for a Joe Biden presidency — here’s how

•   Fox News: Trump campaign asks Twitter to mark Biden coronavirus ad as manipulated media, but company refuses

•   Fox Business: Congressional watchdog opens door for Dems to try to overhaul Trump's payroll tax deferral

•   Fox Business: Second coronavirus stimulus deal unlikely before election: Sen. Chuck Grassley

•   Fox Business: How a Biden presidency could change your tax bill

•   SCMP: China food security concerns prompt rethink of soybean expansion

•   SCMP: Taiwan ties of Japan’s new defence minister Nobuo Kishi spark reaction from China

•   SCMP: China’s WTO win over US offers no concrete reward but Beijing gets moral high ground, experts say

•   SCMP: China’s home foreclosures soar as nation’s debt-fuelled property bull run sputters on falling income and dim job prospects

•   SCMP: China urged to flex long-arm jurisdiction to protect its companies from foreign hostility

•   SCMP: Vietnam restarts flights with six cities in Asia for business travellers, citizens

•   Global Times: WTO without US? That might not be a bad thing, say Chinese experts

•   매경(P1): 메이 "중국 존재 무시못해…더 큰 질서로 포용을"

•   매경: 메이 "팬데노믹스 해법은 그린뉴딜…기후변화·성장 함께 가야"

•   매경: 슈워츠먼 "6개월내 글로벌 경제 재시동…투자할 韓기업 물색"

•   매경: 최악 경제때 MS 나왔듯…코로나發 `위너기업` 탄생할것

•   매경: 래리 핑크 "줌 성장 놀랍지않나…테크株 담은 ETF에 돈 넣어라"

•   매경: "中 정책카드 총동원땐 올 5%대 성장 가능"

•   매경: "유럽 투자?…건축자재·헬스케어株 주목"

•   매경: "코로나·기후변화, 난제 얼마나 많나…AI가 해결사 될것"

•   매경: 서정진 "이달 항체치료제 임상 2·3상 기대…5개국가에 신청"

•   매경: `과감한 리더십` 시대 왔다…10배 높은 목표를 세워라

•   매경: "2028년이면 6G 상용화서비스 시작될것"

•   매경(P1): 박병석, 2022년 대통령·지방선거 "동시 실시" 제안

•   매경(P1): LG화학, 배터리사업 올해 12월 분사

•   매경: LG화학 `배터리 세계1위` 자신감…"분사후 상장통해 실탄 마련"

•   매경(P1): [단독] 드디어…농촌빈집 공유숙박 풀렸다

•   매경: [단독] 新·舊산업 갈등해결 첫발 뗐지만…모빌리티·원격진료까지는 `먼 길`

•   매경: "부장님, 이제 카톡 보내지 마세요"…기업용 `카카오워크` 베일 벗었다

•   매경: [단독] 한국판 뉴딜펀드 띄운다는데…관제펀드 12개 운영 `엉망`

•   매경: 한국 정부지출 팽창 속도 OECD 중 두번째로 빨라

•   매경: 주민은 재개발 원하는데…정부, 도시재생에 또 1.2조원

•   한경(P1): 이창용 "국가 채무비율 40%로 낮으니 팍팍 써도 된다는 건 무책임"

•   한경(P1): 애플·테슬라에 울고 웃고…2030의 과감한 해외원정

•   한경: LG화학· SK이노베이션 소송…합의 급물살 타나

•   한경: 코로나에 유통업계 죽을 맛인데…대형마트 출점제한 연장한 국회

•   한경: 원유 비관론에…헤지펀드 매도 2년 만에 '최대'

•   한경: 코픽스 9개월째 사상최저인데…주담대 금리는 상승 '기현상'

•   한경: "화웨이 대체할 고객社 찾아라"…불붙는 반도체 한·일戰

•   한경: "갤폴드2 완벽에 가깝게 접혀"…삼성디스플레이에 쏠린 눈

•   한경: "상법·공정거래법 개정안, 기업 투자만 위축"

•   서경(P1): 기업규제 3법' 찬성하나···"김종인, 명확한 입장 밝혀야"

•   서경: 野 "김종인 개인 의견일뿐" 진화에도...재계 "한국만 경영 족쇄" 한숨

•   서경(P1): IPO 광풍에 장외시장도 ‘후끈’... '적정가' 따져봐야

•   서경: "정치권 지나친 개입으로 혼란···재정지출에 '선택과 집중' 필요"

•   서경: 피치 "韓정부 재정운용 방향 따라 재정관리 전망 평가"

•   서경: K반도체, 파운드리·이미지센서 등 시스템분야로 초격차 승부

•   서경: "D램값 하락·재고 누적...'반도체 이중고' 넘어야"

•   서경: 쥐꼬리 이자' 포기하고 '동학개미'로...정기예금서 넉달새 20조 썰물

•   서경: [단독] "신용대출 막차 잡아라" 이틀간 7,000억 급증

•   서경: 갤럭시Z폴드2 사전예약 돌풍...정식출시일 5일 연기

•   서경: [시그널]"전문VC 못지 않다"···IPO에 웃는 기업들

•   서경: ‘뒷돈’ 줘야 세입자 내보내···‘乙’이 된 집주인

•   조선(P1): 김현미 “정책효과, 집값 상승 멈춰”

•   조선: 재택 중 승인없이 카페서 업무?… “무단이탈”

•   조선: “벌써 3만곳… 상상초월하는 폐업 쓰나미”

•   조선비즈: [수소경제] 산유국 사우디도 뛰어들어…수소 운반 핵심된 ‘암모니아’

•   중앙(P1): 다주택자는 투기세력, 정부의 인식

•   중앙: 강남·북 아파트값 격차 더 벌어졌다…3년 새 3.3㎡당 829만원→1256만원

•   중앙: 아베 계승 스가 내각 출범, 70%가 우익 본류 ‘일본회의’ 멤버

•   중앙: “한·일관계 방치, 양국에 백해무익” “더 늦기 전에 우리가 손 내밀어야”

•   한국(P1): "수해 탓에 팔 물건 없다는데… 차례상 준비 어쩌나" 추석 앞두고 울상

•   국민(P1): 코로나가 삼킨 경제 ‘빚투’ ‘영끌’이 떠받쳤다

•   국민(P1): 주요국 성장률↑ 한국만 뒷걸음질… ‘자화자찬’ 靑 머쓱

•   서울(P1): 닻 올린 ‘스가 시대’… 文 “한일 우호 협력”

•   세계(P1): 감염경로 모르는 환자 25.4%… 연일 최고치

•   한겨레(P1): [단독] ‘삼성합병 공신’ 윤창현, 삼성생명법 칼자루 쥔 정무위서 활동 논란

•   머니투데이(P1): "점포 폐쇄도 맘대로 못하나" 은행들 '멘붕'

•   머니투데이: 시간쫓겨 현금택한 추경, 길잃은 정책목표

•   머니투데이: 철광석 6년만에 130달러 최고점…하지만 30% 폭락 예상, 왜?

•   머니투데이: 4분기 수도권 아파트 입주 4.8만가구..37% 증가

•   더벨: 유증 올인' 두산중공업, 역대급 실권수수료 '눈길'

•   더벨: 두산건설 매각, 그룹 신용도 회복 '전향점'

•   헤럴드경제(P1): ‘투자 안한 죄’ 세금 8500억 때려...과세액 급증…국책硏 “폐지” 의견

•   헤럴드경제: ‘똘똘한 한채’ 서울 집중·증여만 자극

•   헤럴드경제: 유보소득과세·세율인상…또 기업 옥죄기

•   헤럴드경제: 새끼손톱만한 핵연료, 4인 가구 6개월간 사용할 수 있는 전력 만들어낸다

•   파이낸셜뉴스(P1): SK의 새만금 청사진… 2조 투자해 창업클러스터 만든다

•   파이낸셜뉴스(P1): 매매보다 비싼 전세…'깡통 오피스텔' 속출

•   파이낸셜뉴스: 일단 던져놓고 문제되면 백지화… 혼란만 키운 '선심성 정책' [오락가락 코로나정책]

•   파이낸셜뉴스: 다시 삐걱대는 통신비 지원.. 범여권도 "철회해야" 반대

•   아시아경제(P1): 화웨이 후폭풍…韓디스플레이 추락 가속도

•   아시아경제: 10년 쏟아 개발한 OLED도 중국에 곧 따라잡혀 '절체절명'

•   아시아경제(P1): 1%대 신용대출 사라진다…고액 연봉자 한도도 축소

•   아시아경제: 건전-부실기업 경계가 사라진다'…코로나19 빚잔치가 키운 '좀비기업'

•   아시아경제: 좀비로 변하는 기업들…韓기업 절반, 번 돈으로 이자도 못낼 판

•   아시아경제: "집값 강보합세 지속…내년 상반기가 변곡점"

•   디지털타임스(P1): `부실덩어리` 4차추경안… "퍼주기성 예산 낭비 심각"

•   디지털타임스(P1): 11% 올랐다던 서울아파트… 실거래가는 45%나 뛰었다

•   이데일리(P1): [K-모빌리티]"열고 뭉치고"..모빌리티 혁신 서비스 융복합 '활활'

•   이데일리: 현대차 `끌고` LG화학 `밀고`…"협력, 모빌리티 미래 키워드"

•   이데일리: [미래기술 25]①세계 최초 5G 엊그제인데 '플라잉카' 6G 준비 박차

•   이데일리: [미래기술 25]②5G 표준(릴리즈16) 완료..2021년 융합시장 본격화

•   이데일리: [미래기술 25]③6G 핵심 기술은 ‘오픈랜’..SW로 뒤집기 미국의 전략

•   이데일리: "車부품업체, 앞으로 2~3개월간이 고비..지원 속도내야"

•   이데일리: `유동성의 힘` 신용거래도 최고치

•   연합: 발전공기업, 그린에너지 확대 속 새 성장 방안 찾는다

•   뉴스1: 해상풍력'에 기대거는 중후장대 기업들…SK까지 사업강화 발표

•   뉴스토마토: 정부, 8700억 규모 '원전해체 기술개발' 사업 예타 신청

•   이투데이: 미얀마와 경제협력 본격화…'경협산단' 연내 착공

•   비즈니스워치: 팔려도 손해' 두산건설, 가치 얼마길래

•   이투뉴스: "文정부 태양광으로 산림훼손은 가짜뉴스"

•   더구루: [단독] 한수원, 우크라이나 원전사업 4년 만에 재시동…화상회의 진행

•   Power Engineering: Poland: 10 GW nuclear, offshore wind playing huge role in powergen future

•   WNN: Policymakers should act now on nuclear, urges new report

•   reNews: WindEurope seeks clear policy for offshore hybrids

•   Asian Power: Coal and renewables to put the squeeze on gas | Asian Power

•   에너지데일리: “지속가능한 그린뉴딜 위해 전력시장 전면적으로 개편해야”

•   에너지데일리: “그린뉴딜 무색하게 3년새 태양광 이격거리 규제 50% 더 늘었다”

•   건설경제: “원전ㆍ석탄발전 없는 제주 전력구입비 육지보다 2배 이상 비싸”

•   건설경제: "리모델링 시장, 10년 후 44兆로 성장"

•   OilPrice.com: Is This The Cleanest Energy On Earth?

•   OilPrice.com: Oil Tanker Industry Is In An Ocean Of Trouble

•   OilPrice.com: The Nuclear Sector Gets A State-Sponsored Lifeline

•   OilPrice.com: OPEC+ Complied 101% With Oil Production Cuts In August

•   OilPrice.com: BP Bombshell: India’s Oil Demand May Peak In 2025

•   OilPrice.com: World’s No.1 Oil Trader Sees Crude Inventories Shrinking This Year

•   OilPrice.com: BP Plans 20 GW In Renewable Capacity By 2025

•   OilPrice.com: Venezuela Prepares To Boost Oil Production With Iranian Help

•   OilPrice.com: Vale targets 400m tonnes of iron ore capacity per year

•   전자신문(P1): [테크위크 2020 LIVE]삼성 'GAA'·SK하이닉스 'EUV'...K-반도체 신공정 시대 연다

•   전자신문: [테크위크 2020 LIVE] 삼성전자 "세계 최초로 GAA 기술 양산 적용"

•   전자신문: [테크위크 2020 LIVE] SK하이닉스 "EUV D램 개발 박차…내년 초 M16서 양산"

•   Phone Arena: More Galaxy S20 FE specs and pricing leak to shape it as a superior answer to the iPhone 12

•   Robot Report: ABB expands small industrial robot line with IRB 1300

•   로봇신문: 中 시아순, '중국국제산업박람회'에 협동로봇 시리즈 대거 출품

•   Nikkei Asian Review: All Abe's men: Japan's economy ministry sidelined under Suga

•   Nikkei Asian Review: Japan's Suga puts regulatory reform at center of new government

•   Nikkei Asian Review: Japan eases business restrictions despite COVID-19 risk

•   Mainichi: BOJ begins policy meeting, likely to stand pat as new PM picked

•   Japan Times: Japan business leaders expect economic reforms under new leadership

•   Livemint: Why RBI’s inflation regime is broken

•   Business Standard: More than 1,000 listed companies file June quarter numbers in September

•   Business Standard: India, China expected to continue military and diplomatic talks: Govt

•   Business Standard: RBI battle-ready to meet economy's needs: Governor Shaktikanta Das

•   Business Standard: As Covid ravages India, NBFCs ride out the storm with help of stimulus

•   Folha de S.Paulo: Brazil Records 1,090 New Deaths by Covid-19 and Passes 133 thousand Deaths

•   Jakarta Post: Indonesia plans to inject $2.5b into SOEs next year to stimulate economy, resolve Jiwasraya scandal

•   Jakarta Post: Indonesia’s GDP may contract more than 2.1% in Q3 amid Jakarta restrictions: Sri Mulyani

•   Jakarta Post: Indonesian coal firms turn to local market as exports flatten

•   Jakarta Post: Solar start-up Xurya becomes first recipient of Southeast Asian green fund

[Opinions]

•   Project Syndicate(Donald Tusk): A Light in the East

•   Project Syndicate(Daron Acemoglu): The Greatest Generation’s Squandered Legacy

•   Project Syndicate(Howard Davies): Central Banking’s Next Act

•   FT(Editorial Board): EU climate target is ambitious but feasible

•   FT(Editorial Board): South Africa must break ANC taboos to lift growth

•   FT(Janan Ganesh): The welcome lack of enthusiasm for Joe Biden

•   FT(Gillian Tett): The pandemic and the parent trap

•   FT(Malcolm Rifkind): Saudi Arabia’s crown prince endangers ties with western allies

•   FT(DeAnne Julius): Ditch the zombies and embrace the entrepreneurs

•   FT(Lex): TikTok/Oracle: Inartful dodge

•   FT(Lex): Japan stocks: Suga rush

•   WSJ(Holman W. Jenkins, Jr.): The Media Overestimates Trump

•   WSJ(Jason L. Riley): Does Trump Have a Re-Election Strategy?

•   WSJ(Joseph A. Ladapo): How to Live With Covid, Not for It

•   NYT(Thomas B. Edsall): Whose America Is It?

•   NYT(Kara Swisher): Will Oracle Solve Trump’s TikTok Problem?

•   NYT(Sylvie Kauffmann): Can Biden Fix What Trump Broke?

•   NYT(Stephanie Muravchik, Jon A. Shields): Those Biden ‘Gaffes’? Some Key Voters Actually Like Them

•   WP(Jennifer Rubin): We need help from Florida and North Carolina to avoid election night turbulence

•   WP(Jennifer Rubin): Trump’s nightmare is coming true: Two ‘blue wall’ states aren’t even close

•   WP(Paul Waldman): Senate GOP’s efforts to boost Trump’s reelection hopes are too ham-handed to work

•   WP(Helaine Olen): The Trump administration keeps using chaos as cover

•   Bloomberg(Editorial Board): If the WTO Can't Handle U.S.-China Trade Disputes, Why Not Fix It?

•   Bloomberg(Noah Smith): How 1970s Oil Prices, Stagflation, Changed the U.S. Economy

•   Bloomberg(Tim Duy): Fed's New Policy Approach Needs Some More Explaining

•   Bloomberg(Mihir Sharma): India Needs to Set Up Cold Chain to Deliver Vaccines

•   Bloomberg(Brian Chappatta): The Fed’s ‘Explicit Guidance’ Is Full of Loopholes

•   Bloomberg(John Authers): A Forgotten Tail Risk Rears Its Head Again: U.S.-China Trade

•   Bloomberg(Brooke Sutherland): GE’s Upbeat Cash Forecast Clashes With CEO Larry Culp's Pay Deal

•   Bloomberg(Jonathan Bernstein): Congress’s ‘Clean’ Bill Could Get Very Messy

•   Bloomberg(Noah Feldman): Federal Judges Are Souring on Lockdown Orders

•   Bloomberg(Andreas Kluth): EU Could Turn Coronavirus Recovery Green If It Chooses

•   Bloomberg(Joe Nocera): Oracle’s TikTok Deal Pours Trump Toxin Into Capitalism

•   Bloomberg(Hussein Ibish): The Israel-UAE Deal Would Benefit From a Biden Win

•   Bloomberg(Meghan L. O'Sullivan): Pandemic Is Hurting, Not Helping, Green Energy

•   CNBC(Karen Firestone): Tech correction was a worthwhile test for the market, which now looks more reasonably valued

•   CNN(Bharat Ramamurti): The shift toward remote work could leave blue-collar workers behind

•   MarketWatch(Paul Brandus): Trump can be judged by voters with a bevy of firsthand and insider information