[Markets]
• 한국: 기관·외인 매도에 코스피 1.2% 하락 마감
• 한국: 개미 다음 타깃은 그린뉴딜? 주가 ‘들썩’
• 한국: 그린뉴딜 바람 탄 두산중공업…주가 더 오를까
• Iron ore: Iron ore price rally turns into rout
[Indicators]
• US Aug. Housing starts: U.S. Housing Starts Fall More Than Forecast on Multifamily Drop
• US Weekly Jobless claims: U.S. Unemployment Claims Held Steady at 860,000 Last Week
• Eurozone Jul. Construction output: Eurozone Construction Output Growth Slows In July
• UK Benchmark rates: Bank of England warns coronavirus resurgence threatens UK economic recovery
• 한국 전세동향조사: 올 서울 아파트 전셋값 5.9%↑…5년만에 최고
• 한국 주간 아파트 가격(감정원): 매도·매수자 치열한 눈치싸움… 서울 집값 4주째 보합세
• Japan Benchmark rates: BOJ’s Kuroda Vows to Closely Coordinate With Suga Government
※ BOJ: Statement on Monetary Policy
• Indonesia Benchmark rates: Bank Indonesia Holds Rates as Governor Defends Independence
• South Africa Benchmark rates: South Africa Leaves Benchmark Rate Interest Unchanged
• Saudi Arabia Jul. Oil exports: Saudi Oil Exports Rose In July From Record Lows
• COVID-19: Johns Hopkins University Live Updates
[News]
• Bloomberg: Travel Bans Take Heavy Toll on Businesses and Trade
• MarketWatch: Billionaire investor Ray Dalio on capitalism’s crisis: The world is going to change ‘in shocking ways’ in the next five years
• Fox Business: Pfizer vaccine bets on early win vs coronavirus, documents show
• SCMP: China’s Xi Jinping calls for loyalty from private sector as Beijing readies for battle with US
• Global Times: China has enough output capacity of influenza vaccines, but low vaccination rate discourages producers: analyst
• 매경(P1): 코로나가 몰고온 `30분 유통전쟁`
• 매경: "日스가 소통 원해…한국이 먼저 액션을"
• 매경(P1): 개미 올해 증시에 100조원 쐈다
• 매경: 삼성전자 개인비중, 기관 육박
• 매경(P1): LG화학 배터리사업 분사…`LG에너지솔루션` 12월 출범
• 매경(P1): 창원 등 산업단지 15곳 `스마트 그린산단`으로
※ DRAMeXchange: 【Market View】Sluggish Server Production in 4Q20 to Be Accompanied by Expanded QoQ Decline of 13-18% in Server DRAM Prices, Says TrendForce
• 매경: 현대건설기계, 아프리카서 대규모 수주
• 매경: 뉴타운 해제지역서도 공공재개발 `잰걸음`
• 한경(P1): "수지타산 안 맞아" 오피스텔 공급절벽…갈 곳 없는 1인 가구
• 한경(P1): "소상공인 앱 결제수수료 1%대로 인하 추진"
※ 국세청: 주택관련 세금에 대한 궁금증을 해소해 드립니다.
• 서경(P1): 재생 안된 ‘도시재생’···전면 재개발이 해법
• 조선(P1): [단독]김종인 찾아간 전경련 “기업 옥죄는 상법 막아달라”
• 조선: 재계 “투기자본·경쟁사의 먹잇감 될 것”
• 조선: 집값 실거래가지수와 매매가격지수 3배나 차이
• 조선비즈: "우리 서울시가 달라졌어요"… 재개발·재건축 완화 '조짐'
• IT조선: 전기차 유지비가 싸다? 정비 지연에 수리비 '폭탄’ 잇달아
• 동아(P1): [단독]한일 기업인 입국제한 이르면 이달말 완화
• 동아(P1): 北 열병식 훈련장에 ICBM급 격납시설 신축
• 한국(P1): 코로나 장기화에 '질좋은 일자리'도 급감… 30대 상용직 14.2만명↓
• 서울(P1): [단독] ‘전월세 4년’에 막힌 일시 2주택 비과세
• 세계(P1): “점포마다 폐업물품 가득… 더 쌓아둘 곳조차 없어요”
• 헤럴드경제(P1): 신용대출 통제 예고에…사흘간 1조 ‘막차타기’
• 헤럴드경제: 규제개혁 속도…신구산업 갈등해소는 뒷전
• 파이낸셜뉴스(P1): 기아차 공장 스톱… 산업계 또 셧다운 공포
• 파이낸셜뉴스(P1): 주식 사들이는 개인투자자.. 국내 주식형펀드 설정액 '썰물'
• 파이낸셜뉴스: "中企 기술 뺏는 대기업에 징벌적 손배 강화해야"
• 파이낸셜뉴스: 현대차의 '수소경제' 큰그림… 로템·제철도 역량 집중
• 아시아경제: 민주당, 기업 사전규제 풀고 사후 책임은 강화 추진
• 디지털타임스(P1): 셀트리온 코로나 치료제 임상 2·3상 승인
• 이데일리(P1): [GAIC2020]증시 과열과 고평가…`대체투자` 코로나19 기회
• 이데일리(P1): [단독]이재명 지역화폐 경제효과 '0'…골목식당 매출 되레 줄었다
• 이데일리: 홍남기 "2050 장기 저탄소발전전략, 연말 UN 제출"
• 이데일리: 전국 공동주택 공시가격 총 3000조원…국가예산의 6배
• Power Engineering: New EIA data shows wind, solar and natural gas construction costs keep going down
• 에너지경제: ‘2050 서울 수소경제 활성화 로드맵’ 수립 착수
• 에너지경제: 산림청 '규제강화 이후 태양광 산지전용 허가 급감'
• Equipment Journal: Herc Atlantic acquired by Cooper Equipment Rentals - Equipment Journal
• Equipment World: Construction Seems OK Despite Economic Uncertainty. But Will the Work Hold?
• For Construction Pros: Construction Industry Holding Steady in COVID-19 Economy
• OilPrice.com: U.S Keeps Top Crude Oil Producer Status
• OilPrice.com: What BP Got Wrong About Global Oil Demand
• OilPrice.com: Iraq Ships More Crude Oil Despite OPEC Output Cut Pledge
• OilPrice.com: Saudis Scold OPEC+ Laggards For Trying To “Outsmart The Market”
• MIT News: Helping robots avoid collisions
• Phone Arena: Leaked iPhone 12 Pro Max benchmark results fail to impress
• Phone Arena: Leaker gives us first details of what Samsung could be planning for the clamshell Galaxy Z Flip 2
• Robotics & Automation News: Innovation in Times of Crisis: What Does the Future Hold for Automation?
• Robotics Tomorrow: Without Micromotors Global Logistics Would Be Lost
• Robotics Tomorrow: Covid-19 - the accelerator to smart logistics, smart transportation and smart supply chain services
• 로봇신문: 비대면 시대, 로봇이 왜 중요하고 어떻게 발전해 나갈까?
• 물류신문: 예산 결산보고서, ‘물류’만 외면받았다
• Nikkei Asian Review: Coronavirus crisis realigns Asia's steel industry stars
• Nikkei Asian Review: Japan's new leader wants Suganomics to take off immediately
• Nikkei Asian Review: Suga's national security adviser headed to Washington next week
• Nikkei Asian Review: Japan's Suga shoots to 74% approval on 'trust' factor: poll
• Nikkei Asian Review: US urges allies to spend 2% of GDP on defense, citing China threat
• Japan Times: What will 'Suganomics' look like?
• Business Standard: No plan to exclude Huawei, ZTE from 5G infra contracts: Sanjay Dhotre
• Folha de S.Paulo: Brazil Exceeds 134,000 Deaths by Covid-19 and 4.4 Million Cases
• Moscow Times: ‘Harsh Times Ahead’: Russia’s Emergency Loan to Belarus Changes Little for Embattled Lukashenko
[Opinions]
• Project Syndicate(Nina L. Khrushcheva): The Buck Stops with Putin
• Project Syndicate(Pinelopi Koujianou Goldberg): How Poverty Reduction Can Survive Deglobalization
• Project Syndicate(Kaushik Basu): The Rise of Covidnomics
• Project Syndicate(Minxin Pei): Japan’s Geopolitical Balancing Act Just Got Harder
• FT(Editorial Board): The slow death of Big Oil
• FT(Editorial Board): Vladimir Putin’s gamble on the dictator of Belarus
• FT(Philip Stephens): Boris Johnson’s Brexit plan will break the UK union
• FT(Gillian Tett): Equity investors should raise a glass to low rates
• FT(Edward Luce): America is drifting into a perfect storm
• FT(Martin Sandbu): There is no trade-off between quality and quantity of jobs
• FT(Chris Giles): Support people rather than jobs for a more resilient post-Covid economy
• FT(Jim McCormick): Covid crisis has accelerated big trends in China’s favour
• FT(Simon Kuper): Vacancy: rule-breakers for post-Covid politics
• FT(Lex): Nvidia/China: Armed and dangerous
• FT(Lex): TikTok/Oracle: Inartful dodge
• WSJ(Daniel Henninger): Democrat Madness
• WSJ(Karl Rove): GOP Senate Hopefuls Try to Outrun Trump
• WSJ(Casey B. Mulligan): The Real Cost of Biden’s Plans
• WSJ(Joseph Epstein): The 2020 Election Offers Low Spirits and High Comedy
• NYT(Editorial Board): Trump’s Middle East Deal Is Good. But Not That Good.
• NYT(Paul Krugman): What Is It With Trump and Face Masks?
• NYT(Spencer Bokat-Lindell): Trump’s Latest Middle East Diplomatic Deal: Triumph or Travesty?
• NYT(William B. Schultz): Should We Fast-Track a Vaccine for the Coronavirus?
• NYT(Yi-Zheng Lian): Trump Is Wrong About TikTok. China’s Plans Are Much More Sinister.
• NYT(Jay C. Shambaugh): People Need Money Now. A $1.5 Trillion Deal Can Make It Happen.
• NYT(Dan Coats): What’s at Stake in This Election? The American Democratic Experiment
• WP(Editorial Board): Trump’s political meddling in the CDC and FDA is downright dangerous
• WP(David Ignatius): A new Middle East is forming while the U.S. withdraws
• WP(Jennifer Rubin): Minnesota and Wisconsin show why Trump is in deep trouble
• WP(Jennifer Rubin): Biden shows what a sane, decent president would do about covid-19
• WP(Paul Waldman): Biden’s new tax plan is progressive. But it misses an opportunity.
• WP(Marc A. Thiessen): Fracking is on the ballot in November. Don’t listen to the left’s calls to stop.
• WP(Greg Sargent): Trump is losing control of his own propaganda
• WP(Brian Klaas): American democracy can’t withstand four more years of Trump
• WP(Steven Hamilton): Small businesses can drive the economic recovery — with our help
• WP(Matt Bai): Forget Trump’s carnival. The election is all about Biden now.
• Bloomberg(Editorial Board): Powell Can’t Disguise the Limits of the Federal Reserve's Monetary Policy
• Bloomberg(Daniel Moss): Asia Has Taken Up Fed Hints on Holding Rates, Urging Fiscal Action
• Bloomberg(Conor Sen): Homebuilders Won't Fix Our Housing Shortage Without Incentives
• Bloomberg(Tyler Cowen): Faster Vaccine Approval Could Mean Better International Relations
• Bloomberg(Mac Margolis): In Latin America, a Covid Vaccine Is No Panacea
• Bloomberg(John Authers): Fed's Powell Catches Markets Off Guard With World War I Tactic
• Bloomberg(Marcus Ashworth): Climate: EU's Green Bonds Should Come With Green Strings Attached
• Bloomberg(Therese Raphael): Coronavirus Resurgence: The U.K.'s Testing Meltdown Was Preventable
• Bloomberg(Jonathan Bernstein): With Weeks to Go, Trump Needs a Big Change
• Bloomberg(Tim Culpan): TikTok-Oracle Deal: ByteDance Plays Chicken With Trump
• Bloomberg(Meghan L. O'Sullivan): Money Alone Won't Allow Green Energy to Oust Fossil Fuels
• Bloomberg(Timothy L. O'Brien): Covid-19: Trump Bullies the CDC, FDA and HHS to Rush a Vaccine
• CNN(John D. Sutter): Opinion:This is the climate election
• 전자신문(최우진): 부유식 풍력, 한국에 최적화된 수출전략
No comments:
Post a Comment