Business Intelligence Monitor 200921

(Introduction)

[Markets]

•   Global: Equities sink on virus angst, Fed aftermath; gold, yen rise

•   한국: 코스피, 소폭 상승 마감…2,410선 위로

•   한국: 위안·원화 강세타고 두달만에 최대매수...外人 귀환 시작되나

•   한국: 동학개미 지쳤나

•   한국: 두산그룹주 엇갈려, 두산인프라코어 상승 두산퓨얼셀 두산중공업 하락

•   한국: 1달러=1160원까지 '뚝'…코로나 전으로 돌아간 환율

•   한국: 국고채 장·단기 금리차 '5년 만에 최대'

•   Metals: Copper hits two-year peak on speculative buying and China hopes

•   Grains: Soybeans extend climb on Chinese demand; wheat jumps 3%

[Indicators]

•   US Q2 Current account: U.S. current account deficit widens sharply to $170.5 billion in second quarter

•   US Sep. Consumer sentiment: U.S. Consumer Sentiment Climbed to a Six-Month High in September

•   US Q3 GDP Nowcast: Nowcasting Report - FEDERAL RESERVE BANK of NEW YORK

•   UK Aug. Retail sales: U.K. Retail Sales Continue Rebound

•   한국 상반기 에너지 소비: 상반기 에너지 소비 3.6% 급감…연간 감소 폭, 금융위기보다 클 듯

•   한국 2분기 FDI: 해외직접투자 2년 만에 최저

•   한국 8월 주택 매매: 거래 반토막 났는데 집값은 계속 최고가

•   한국 8월 항만 물동량: 코로나가 덮친 항만…8월 수출입 19.7% 줄었다

•   Japan Aug. CPI: Japan consumer prices fell by most in four years in August

•   Japan Aug. Foreign visitors: Japan receives 8,700 visitors in Aug., down 99.7% from year ago

•   Russia Benchmark rates: Russia Hits Brake on Rate Cuts, Sees Further Easing Possible

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Saudi Royal Family Divides Over Potential Embrace of Israel

•   WSJ: Islamic State, Defeated U.S. Foe, Still Brims With Cash, Ambition

•   WSJ: Trump Signs Off on TikTok Deal With Oracle, Walmart

•   WSJ: China Has Reasons to Like TikTok’s Trump-Approved Shotgun Deal

•   WSJ: TikTok Deal Faces Questions Over Security, Ownership

•   WSJ: Biden Leads Trump by 8 Points in New Wall Street Journal/NBC News Poll

•   WSJ: WeChat Ban Blocked by Federal Judge in Ruling Against Trump Administration

•   WSJ: What It Would Take for Herd Immunity to Stop the Coronavirus Pandemic

•   WSJ: Why Vaccines Are Essential to Herd Immunity

•   WSJ: Coronavirus Pandemic Threatens to Widen Racial Homeownership Gap

•   WSJ: Jobless Rates in Northeast, West Are Highest in Nation

•   WSJ: Fed Issues New Bank Guidance to Improve Main Street Loan Access

•   WSJ: Millions Are House-Rich but Cash-Poor. Wall Street Landlords Are Ready.

•   WSJ: Cleveland Fed: ‘Vast Majority’ of Public Unaware of Fed’s New Strategy

•   WSJ: Fed’s Bullard Says Inflation Could Start to Pick Up Soon

•   WSJ: Global Trade Returns Faster Than Expected

•   WSJ: Fed’s Kashkari Says New Forward Guidance Could Have Been Stronger

•   WSJ: Economy Week Ahead: Housing, Employment and Factories

•   NYT: For Trump, It’s Not the United States, It’s Red and Blue States

•   NYT: How The Unpredictable Coronavirus Pandemic Took a Terrible Toll

•   NYT: The Age of Electric Cars Is Dawning Ahead of Schedule

•   NYT: Top U.S. Health Officials Tiptoe Around Trump’s Vaccine Timeline

•   WP: Ginsburg’s death sets off political battle over her replacement, Supreme Court’s future

•   WP: Ginsburg’s death jolts chaotic presidential race as both sides prepare for Supreme Court battle

•   WP: McConnell vows Trump’s Supreme Court nominee will get a Senate vote

•   WP: China and Russia are ahead in the global coronavirus vaccine race, bending long-standing rules as they go

•   WP: Long lines and hand sanitizer on the first day of early voting for general election

•   WP: What will happen to RBG's SCOTUS seat? Trump says he will move 'without delay' to fill it.

•   WP: Ginsburg’s death crystallizes the choice in November as no other issue can

•   WP: U.S. coronavirus death toll reaches 200,000 - Washington Post

•   WP: Graham — an institutionalist turned Trump loyalist — will play a central role in Supreme Court battle

•   WP: Attention to Biden’s earlier pledge to nominate a Black woman to the Supreme Court increases

•   WP: Trump says he will nominate woman to the Supreme Court next week

•   WP: Senate Republicans are showing us why they should lose their majority

•   WP: Nearly 11,000 people have been exposed to the coronavirus on flights, the CDC says

•   FT: Poland’s ruling coalition on verge of collapse

•   FT: Poland takes a back-seat role in Belarus standoff

•   FT: Renegade Libyan general Khalifa Haftar to lift oil blockade

•   FT: China cranks up tensions in Taiwan Strait as US diplomat visits Taipei

•   FT: Biden struggles to close enthusiasm gap with Latino voters

•   FT: Bolivia’s interim leader pulls out of presidential race

•   FT: Trump’s TikTok dance: the politicisation of American business

•   FT: Nvidia chief pledges ‘legally binding’ commitments to UK for Arm

•   FT: Investors vent frustration over Fed’s balance sheet inertia

•   FT: Doubts surround ‘education fund’ at heart of US TikTok deal

•   FT: US banks trim expectations in era of low interest rates

•   FT: Argentina’s economic woes send companies fleeing

•   FT: ECB to review flagship bond-buying tool in fighting Covid crisis

•   FT: Crosby backs Johnson to neuter EU with a ‘bit of crazy’ negotiation

•   FT: Belarusians defy threat of mass arrests as protests enter seventh week

•   FT: EU seeks new powers to penalise tech giants

•   FT: Sunak to extend business support loans as Covid-19 spread worsens

•   FT: Will BoE’s Bailey give more hints on negative rates?

•   FT: Thai protesters gather outside Bangkok’s Grand Palace

•   FT: Thai protesters directly challenge king

•   FT: Indian police arrest local journalist on suspicion of spying for China

•   FT: Madrid orders 850,000 people in capital to stay in own areas

•   FT: Brussels rejects Johnson’s changes to internal market bill

•   FT: Trump retreats from TV ads amid campaign cash crunch

•   FT: A fragmented approach in EU threatens investment, says roundtable boss Svanberg

•   FT: Why China’s recovery is not what it seems

•   FT: Biden warns Russia will be punished for election meddling

•   FT: Johnson reels after mis-steps on Brexit and coronavirus

•   FT: South Korea’s megachurches take on government in coronavirus battle

•   FT: US and Middle East: strongmen contemplate post-Trump era

•   FT: Trump’s Northern Ireland envoy issues border warning

•   FT: Biden struggles to close enthusiasm gap with Latino voters

•   Bloomberg: Biden’s Chances of Winning Rise to 76.3%: FiveThirtyEight

•   Bloomberg: China Raises Conflict Risk With Breach of Taiwan Buffer Zone

•   Bloomberg: China Denies Its Unreliable Entity List Targets U.S. Companies

•   Bloomberg: Indian Parliament Passes Farm Bills in Face of Strong Opposition

•   Bloomberg: Indonesia Still Exporting Fish to China Even After Virus Discovered

•   Bloomberg: China Is Winning the Trade War With Trump

•   Bloomberg: U.S.-China Clash Threatens Fix to Climate Crisis, Paulson Says

•   Bloomberg: Global Warming, Paris and a Stark Trump-Biden Divide

•   Bloomberg: Powell Calling New Rate Road Map ‘Powerful’ Doesn’t Make It So

•   Bloomberg: Fed Survey Shows U.S. Families’ Finances Bolstered by Aid

※   Fed: Federal Reserve Board issues Report on the Economic Well-Being of U.S. Households

•   Bloomberg: It’s Mostly About Rates for Growth-Deprived Emerging Markets

•   Bloomberg: Pompeo Hits Europe on ‘Silly’ Iran Deal as He Sets Sanctions

•   Bloomberg: The Virus Is Putting Britain’s Next Industrial Revolution on Ice

•   Bloomberg: No-Deal Brexit May Be the Trigger for BOE to Use Negative Rates

•   Bloomberg: OPEC’s Libya Edges Closer to Reopening Battered Oil Sector

•   Bloomberg: Covid Death Rate in Europe: Coronavirus May Be Getting Lethal Again

•   Bloomberg: What Will Markets Do After U.S. Presidential Election? Option Traders Make Bets

•   Bloomberg: Getting an Electric Car? All Your EV Questions Answered Here

•   Bloomberg: Apple Court Triumph Forces Tough Choice for EU’s Tax Crusade

•   Bloomberg: Musk’s Showy Events Gin Up Hype Tesla Doesn’t Always Live Up To

•   Reuters: Resurging coronavirus biggest threat to euro zone economy - economists

•   Reuters: Apparel group says broad ban on China's Xinjiang cotton impossible to enforce

•   Reuters: AstraZeneca says COVID-19 vaccine trial in U.S still on hold

•   Reuters: Latin American nations plan to join COVAX vaccine facility after deadline

•   Reuters: China's economy remains resilient despite external risks, says Xi

•   Reuters: Second UK lockdown? PM says second wave inevitable, new restrictions possible

•   Reuters: PM Johnson says second wave of virus inevitable, new restrictions possible

•   Reuters: Moderna sees 20 million doses of COVID-19 vaccine candidate by year end

•   Reuters: Argentina's honeymoon with IMF about to get a reality check

•   Reuters: U.S. economic rebound may be a slow train for the unemployed

•   Reuters: Exclusive: Vale's mining dams are still a risk, company must do more, Brazil prosecutor says

•   Reuters: EU pays $384 million for Sanofi-GSK COVID vaccine as WHO scheme deadline looms

•   Reuters: Exclusive: Indonesia should manage central bank messages to keep investors' faith - S&P

•   Reuters: Trump says U.S. will manufacture enough coronavirus vaccine doses for every American by April

•   Reuters: Myanmar reports 424 new COVID-19 cases in record daily rise

•   Reuters: India orders states to ensure unimpeded oxgyen supplies as coronavirus cases hit 5.2 million

•   CNN: How Covid-19 changed capitalism

•   CNN: The US economy needs more help. Congress is too divided to provide it

•   CNBC: World economy: Infrastructure-led recovery could send commodity prices soaring

•   CNBC: Secret documents show how North Korea launders money through U.S. banks

•   CNBC: Trump says U.S. will manufacture enough coronavirus vaccine doses for every American by April

•   CNBC: Trump administration to impose sweeping sanctions tied to Iran’s weapons programs

•   CNBC: ESG sees record inflows in 2020; top issuer talks staying power

•   CNBC: What a Biden presidency could mean for Social Security benefits

•   MarketWatch: This chart signal says stop buying megacap technology stocks

•   MarketWatch: Bill Gates says Trump’s partial travel ban made the coronavirus pandemic worse

•   MarketWatch: The easy part of the U.S. economic recovery is over. Now comes the hard part

•   MarketWatch: Tech bubble? Credit Suisse strategists say 'no' but say it's time to get pickier with these stocks

•   MarketWatch: ‘The president is only worried about the stock market and his re-election,’ says Biden in Minnesota, as Trump also campaigns in the state

•   SCMP: China coronavirus criticism and Britain’s Huawei 5G ban should not affect WTO bid, says Liam Fox

•   SCMP: US ruling on China’s alleged yuan undervaluation could stoke further rift in relations

•   SCMP: Australia has ‘painted itself into a geopolitical corner’ with China, but what is Beijing’s trade endgame?

•   SCMP: China’s middle-class dream of a second home in Malaysia dashed by coronavirus and geopolitical tensions

•   SCMP: To those affected by US-China relations, this election is a nail-biter

•   SCMP: Who’s playing the Taiwan card in India-China tensions, Modi or the RSS?

•   SCMP: Coronavirus: China at risk of a winter spike in infections, experts say

•   SCMP: Coronavirus: constantly surprising virus found to be heat tolerant, self-healing and very resilient in lab tests

•   Global Times: Fate of Huawei’s 5-nm Kirin chip at stake amid US ban: analysts

•   매경(P1): 마윈 "글로벌 리더십 공백…격동기 20년 갈것"

•   매경: 애쓰모글루 美 MIT 교수 "코로나19로 민주주의가 위협받고 있다"

•   매경: 앙헬 구리아 "부양책 일찍 거두는 오판 말라"

•   매경: 평사원이 "상무님, 이건 어때요"…화상회의 덕에 이런 토론 가능

•   매경(P1): 주호영 "기업규제 3法 따져볼 점 많다"

•   매경: "규제 3법, 기업·국민에 영향 커"…깐깐한 심사 벼르는 주호영

•   매경(P1): "신용대출 막차 타자" 마이너스통장 70%↑

•   매경: "빚투·주택자금 최대한 땡기자"…신용대출 나흘새 9천억↑

•   매경: 대출규제 편승한 불법 사금융 기승

•   매경: 전문직 대출한도 절반 축소…`비대면`은 깐깐하게

•   매경: 강북 59㎡ 아파트도 15억 돌파

•   매경: [단독] 조세硏 "이재명, 오보만 보고 원색비난…보고서 읽고오라"

•   매경: 유명희, WTO총장 선거 2라운드 진출

•   매경: "부동산분석원은 헌법부정"…학자들도 비판 목소리

•   매경: 7개월만에 `이재용 파기환송심` 재개

•   매경: `혁신전도사` 김동연 前부총리, 소셜임팩트 포럼 만든다

•   매경(P1): 제21회 세계지식포럼 10대 메시지

•   매경: "탈원전 정책 추진하려면 에너지안보 대책이 먼저"

•   매경: 신산업은 규제보다 `wait and see` 전략

•   매경(P1): 與, 기업규제 3법 "정기국회서 처리할것"

•   매경: 與 "공정경제 3법이 시대정신"…野 "황금알 낳는 기업들 죽일수도"

•   매경: 발등에 불 떨어진 재계…"4대 독소조항, 주식회사 근간 흔들 것"

•   매경: 손경식·박용만, 국회 달려가지만…거대여당 설득은 미지수

•   매경(P1): [단독] 고삐풀린 현금복지…4년간 55% 급증

•   매경: 대기업 직원에 웬 中企취업장학금…`원칙`도 없는 현금살포

•   매경: 줄줄새는 국고보조금…부정수급액 2배↑

•   매경: 정치권 포퓰리즘에…휘청거리는 기재부

•   매경: 코로나 지원금, 추석전 28일·29일 지급

•   매경: 20만번 견디는 `1㎜ 부품`…갤폴드2 힌지 9년간 연구

•   매경: [단독] 서울 80곳 역세권 주상복합 `높이제한` 완화

•   매경: "법대로 해"…날 세우는 집주인·세입자

•   매경: 22일부터 분양권 전매금지…광역시 막차 물량 쏟아진다

•   매경: 21일 수도권 등교재개…고2도 매일 학교가나

•   매경: 北 열병식때 고체연료 ICBM 공개 가능성

•   한경(P1): "배터리 보고 LG화학 투자했는데 1株도 못 받아"…뿔난 개미들

•   한경(P1): "2030 '빚투' 고수익에 취하지 말라"…투자고수 7인의 조언

•   한경(P1): 조세연구원장 "지역화폐 연구 아무 문제없다" 반박

•   한경: 개미 위력'에 놀란 대기업…주주소통·주가관리 '비상'

•   한경: "더 주자…왜 빼나"…재난지원금 놓고 선심 경쟁

•   한경(P1): "기업 말 들어 뭐 하겠냐"…김종인 '마이 웨이'에 범야권 발칵

•   한경(P1): 노인일자리 이미 충분한데 '6만개 더'…혈세 줄줄 샌다

•   한경(P1): 내년 서울 입주물량 '반토막'…규제 강화로 '공급절벽' 현실화

•   한경: 선심성 지출 늘려 펑펑 쓰더니…다음 정권에나 줄이겠다는 문재인 정부

•   한경: 反기업 3법에 벼랑 끝 내몰린 '빅3'

•   한경: 더 센 규제' 입법 경쟁하나

•   한경: 군사작전 짜듯…정부·여당은 법안통과 착착 준비

•   한경: 野 경제통 의원들 "경제정책 자살골" 우려

•   한경: 대책 23번 쏟아냈지만…"집값 못 잡고 시장만 혼선"

•   한경: 새 아파트 진입 문턱 높아졌다…내집마련 기본 100대1 뚫어야

•   한경: 금융당국 구두경고에…줄어든 신용대출

•   한경: 내리막길 걷던 노트북…8년만에 '코로나 호황'

•   한경: 中企 "화관법 위반 단속 1년 더 늦춰야"

•   한경: 코로나 사태로 폭락 그리고 반등 6개월…숫자로 본 증시35.8조

•   한경: "실물-자산 따로 간다…부동산 장기적 우상향 할 듯"

•   서경(P1): [단독]"투쟁 안해 사회적대화 실패"···민노총, 秋鬪 예고

•   서경(P1): 기업규제 3법 발등찍힌 경영계, 김종인 찾아 막판 릴레이 호소

•   서경: "내가 살 집인데" 새 집주인도 계약갱신 거절할 수 있게...野, 법안 발의

•   서경: 홍남기 "통신비 지원, 심도있게 검토했다" 강행 의지

•   서경: 공급폭탄에도 전세가는 급등세···시장 공식이 깨졌다

•   서경: 갤Z폴드2 세계에서 펴진다...18일 글로벌 출시

•   서경(P1): 경제민주화 우상'에서 벗어나라

•   서경(P1): 유보소득세' 타깃 줄어드나

•   서경: 금융사 임추위에 근로자 포함' 법안까지···노조추천이사제 거세진다

•   서경: 주가 급등에...증안펀드, 한푼도 안쓰고 대부분 반환

•   서경: "고소득층 규제하겠다고?" '영끌' 신용대출 2030이 주도했다

•   서경: 이재명, 또 다시 조세연 때리기..."소상공인 매출이전 효과 외면"

•   서경: 삼성전자 3분기 영업익 10조 웃돌듯···LG도 65% 늘어 8,200억

•   서경: "韓증시, 美 폭락때 다른 나라들보다 예민"

•   서경: 이번주 8,855가구 공급···서울은 3주째 '0'

•   조선(P1): 임대차法 시행 두달… 전셋값 상승률 6배

•   조선(P1): 與는 규제법 밀어붙이고, 野는 고심… 재계 “누가 우리 목소리 들어주나”

•   조선: 野다수 “다중대표소송과 감사위원 분리선출, 이 두가지는 안된다”

•   조선: 세입자 對 집주인 분쟁 부추기는 정부… 전셋값만 더 올린다

•   조선(P1): 국내 마트 때릴때 코스트코 매출 1조 뛰었다

•   조선: 쏟아지는 역차별법… n번방 방지법도 텔레그램엔 무용지물

•   조선: 아이폰 광고비 1500억, 국내 통신사가 대신 지불

•   조선: LED·중고차, 대기업 진출 막았더니… 오스람·BMW가 휩쓸었다

•   조선: 국회 예산처도 “지역화폐, 국가 전체론 손해”

•   조선: 서울·런던·파리 40國서 “탈원전 반대” 메아리

•   조선: “치킨 시키신 분” 세종호수공원 배달 온 드론

•   조선: [Mint] 대세가 된 ESG투자…모르면 돈 못법니다

•   조선: [Mint] 세계 125개 기관이 ESG 등급 평가… 운용 자산 85%를 美·유럽이 차지

•   조선: [Mint] 지난 1년 수익률 10.7% vs 1.2%… ESG 투자, 전통적 투자를 훌쩍 뛰어넘다

•   조선: [영상] 엔비디아의 ARM 인수 “반도체 업계 한가운데 떨어진 폭탄”

•   조선비즈: 석탄, 태우지 않고 가스화하면 '친환경' 연료인데… 文 정부 '탈석탄'에 막힌다

•   조선비즈: [스마트클라우드⋅인터뷰] 구글 자율주행차의 아버지 "레벨4 자율주행 택시 2년 안에 나올 것"

•   조선비즈: 돌돌마는 LG ‘롤러블폰’ 내년에 만날 수 있을까

•   IT조선: 삼성 롤러블TV 출시 전망에 기대감 솔솔…신규 상표명 QLED Z·QLED+ 출원

•   중앙(P1): 주식세끼·오치기…증시 구도 바꾸는 2030 ‘주린이’

•   중앙: 文 못만난 두산중 노조 "원전 말하려했는데…회사가 靑눈치"

•   동아(P1): 중개수수료 1000만원 시대

•   동아(P1): 늘어난 주말 이동… “용수철처럼 튈수 있는 상황”

•   동아(P1): 비수도권 거리두기 2단계 27일까지 연장

•   동아: “모든 종류 전기료 단계적 인상해야”… 한전 용역보고서, 할인 중단 등 제시

•   문화: LNG발전이 ‘그린뉴딜’이라는 文… “原電 막은 정부, 두산 달래기일 뿐”

•   문화: LGU+ 자율주행로봇 실증… 5G 기반 공장내 설비 점검

•   문화: 빚 못갚는 실직·폐업자 속출… 채무조정, 반년새 2배로

•   한국(P1): 감시 갈등, 업무 저하 극복할까... 재택근무는 매일매일 실험중

•   국민: 수도권에 쏟아붓는 공급 물량… 국토균형발전론 어디 갔나

•   국민(P1): 코로나 이후 자영업 생존기간 6개월 단축됐다 [이슈&탐사]

•   서울(P1): 완치 후 항체 생겨도 ‘재감염’…백신·치료제 개발 험난 비상

•   세계: 코로나 ‘깜깜이 환자’ 26.8%로 늘어… 연일 최고치 경신

•   경향: “원전정책, 인근 지자체 의견 반영” 목청 높이는 ‘원전동맹’

•   머니투데이(P1): 전국민 '통신비 2만원' 운명…내일 결판난다

•   머니투데이: [단독]공개 못한 조세연의 8장짜리 '이재명 반박' 자료

•   머니투데이: "뜸해진 매수 문의" 서울 집값 하락 국면 접어드나

•   더벨: 신보 P-CBO, 대기업 조달 숨통 틔웠다

•   헤럴드경제(P1): 글로벌 배터리 ‘빅뱅’…기업 ‘더블3강 데스매치’ 시작되다

•   헤럴드경제: “새로운 미래 먹거리를 찾아라”…건설사發 신사업 경쟁 재점화

•   헤럴드경제: 기업분할 발표, 주가 띄울까 가라앉힐까

•   파이낸셜뉴스(P1): 이자 못낸 대출만 1兆.. 자영업부실 떠안은 銀

•   파이낸셜뉴스(P1): 이사철 덮친 '임대인-임차인 갈등'

•   파이낸셜뉴스: "식당 폐업에 중고만 쌓여가… 이자도 못내는 대출 어떻게 갚나" [현장르포]

•   파이낸셜뉴스: 환율하락에 수출업계 긴장… 1100원대 ‘비상 시나리오’ 가동 [코로나속 원화강세, 기업 이중고]

•   파이낸셜뉴스: 탈석탄에 에너지공기업 가치 '뚝'… 예견됐던 '경쟁력 상실' [겉도는 신재생에너지 정책]

•   파이낸셜뉴스: 스마트폰 기업 '무한경쟁' 프리미엄도 중저가도 놓칠 수 없다

•   아시아경제(P1): 금융위기 때보다 심해진 기업 양극화

•   아시아경제(P1): 정부보조금만 2년새 11배 급증 '돈 먹는 지역화폐'

•   아시아경제: 두산모빌리티이노베이션 수소드론 온·오프서 '훨훨'

•   디지털타임스(P1): 제조업의 몰락… 가동·고용·투자 `트리플 하락`

•   이데일리(P1): 노인일자리의 허상…고용정보원 "목표인원만 늘려 부작용 속출"

•   이데일리(P1): 사람 차별하는 디지털‥노인 연체율 낮은데, 대출금리 가장 높았다

•   이데일리: 무협, “4분기 반도체 수출..美 화웨이 제재 변수 상존”

•   이데일리: [마켓인]코로나 못 버틴 제조업…중기 M&A 큰 장 선다

•   이데일리: 가을 전세대란 온다…미친 전셋값 계속되나

•   이데일리: 연말에 풀린다는 46.8만호 서울 집값 안정제 될까?

•   연합: 해상풍력에 눈 돌리는 기업들…한전은 해상풍력사업단 출범

•   연합: 태양광·풍력 발전량 하루 전 예측해 변동성 줄인다

•   연합: [사이테크 플러스] '백금촉매급 효율·내구성' 갖춘 전이금속 수소생산 촉매 개발

•   연합인포맥스: 신용등급 신경 쓰이는 기업들…회사채 대신 장기CP로 우회

•   뉴시스: 성윤모 "인니·베트남 석탄화력발전 사업 일정 맞춰서 추진"

•   뉴시스: 국내 원전 58% '공극' 발생…한빛 3·4호기만 264개 확인

•   뉴시스: "백신 상용화 최소 4년 이상…코로나 종식 늦어질수도"

※   한국은행: 해외경제 포커스(제2020-36호)

•   SBS CNBC: [카운트머니] 124살 최고령 두산, 생존전략은 환생밖에 없네요 (2020년 반기보고서)

•   이투데이: [상생경영] 두산, 협력사와 선순환적 파트너십 구축

•   이투데이: 출범 2달 SPV, 회사채 발행시장 버팀목 역할 톡톡

•   비즈니스포스트: 두산인프라코어 두산건설 매각 차질, 박정원 두산메카텍도 팔까

•   글로벌이코노믹: [글로벌-Biz 24] 두산밥캣, 소형굴착기로 아프리카 시장 공략

•   글로벌이코노믹: K9 자주포 엔진 국산화 어느 업체가 하나? 두산인프라 vs STX

•   EBN: 두산건설, 어쩌다 두산그룹 아픈 손가락 됐나

•   아이뉴스24: [두산중공업 리셋 ㊤] 두산건설에 발목·탈원전에 치명타

•   아이뉴스24: [두산중공업 리셋 ㊦] 친환경에너지 기업으로 체질개선

•   이투뉴스: 태양광·풍력도 전력시장서 발전량 입찰의무화

•   프레시안: 달인의 경지에 오른 조선일보의 햇빛발전 가짜뉴스

•   미디어펜: "신한울 3·4호기 건설 필수…온·오프라인 서명 75만명 육박"

•   Power Engineering: BNEF report: Clean energy corporate PPAs top 8.9 GW in 1Q & 2Q 2020

•   reNews: IEA calls on G20 to accelerate green transition

•   FuelCellsWorks: Researchers: Copper is Much Better Catalyst for Fuel Cells than Previously Thought

•   에너지경제: 글로벌 수소시장 선점 치열...빅6 국가 어디까지 왔나?

•   For Construction Pros: Commercial Contractors Signal Business Improvement Despite Falling Backlog Amidst COVID-19

•   건설경제: ‘스마트시티 전쟁’ 주도권 뺏긴 ‘건설’…미래도 뺏길 판

•   건설경제: 스마트물류센터 지원 확대 시행 임박…업계는 ‘글쎄’

•   OilPrice.com: China’s Crude Oil Imports Are Slowing Down

•   OilPrice.com: Is Wind Energy The Most Stable Renewables Investment?

•   OilPrice.com: Energy Innovation Desperately Needed To Meet Climate Change Goals

•   OilPrice.com: Russian Oil Minister: Global Oil Inventories Are In Decline

•   MINING.com: No thermal coal price recovery to 2019 highs – report

•   전자신문(P1): 6개 지자체, 전기차 예산 반납...6.5만대 달성 '빨간불'

•   전자신문: [테크위크 2020 LIVE] 韓 '첨단산업 세계공장'으로…산업부 "소부장 정책 강력히 추진'

•   전자신문: CES 2021', '올 디지털' 청사진 공개

•   전자신문: [IT핫테크]알리바바, AI 기술 탑재한 배송로봇 처음으로 공개

•   전자신문: "전기요금 현실화 목소리 높은데"…국회는 전기요금 인하에만 관심

•   디지털데일리: 통신3사 올해 5G 무선국 투자 ‘반토막’

•   디지털데일리: 갤럭시 카메라모듈 생태계, 3분기 ‘호조’…내년 기대감↑

•   Phone Arena: Issues with the Samsung Galaxy S20 Ultra 5G and other high-end-models are frustrating users

•   Phone Arena: iPhone 12 will be more expensive than the iPhone 11, bill of materials suggests

•   Phone Arena: Samsung readying yet another 5G-enabled mid-range smartphone

•   Network World: IDC reports jump in server sales, decline in storage revenue

•   Robotics & Automation News: Robotic and Automation News Review: ABB, Mitsubishi, Fanuc, Baidu, Nvidia and much more…

•   Robotics Tomorrow: How to Simplify the Integration of Robotic Automation

•   Robot Report: China’s robotics industry: Analyst takes a look at what’s new in 2020

•   Robot Report: How Realtime Robotics is helping robots avoid collisions

•   로봇신문: 中 올해 산업용 로봇 생산량 및 수출액 큰 폭 회복세

•   Nikkei Asian Review: New Japan PM Suga plans swift talks with Trump

•   Nikkei Asian Review: Suga asked, Japan answered: Red-tape hotline flooded with tips

•   Nikkei Asian Review: Japan's Suga leans on Abe's brother and holdovers to handle China

•   Nikkei Asian Review: Japan, US, Australia and India plan Quad meeting for October

•   Nikkei Asian Review: No time to rest: Suga packs schedule on first weekend as Japan’s PM

•   Nikkei Asian Review: Japanese camera makers diversify to survive smartphone wave

•   Nikkei Asian Review: Japan's Defense Ministry eyes record $51.6bn in spending under Suga

•   Nikkei Asian Review: Japanese approval sought for Avigan to treat COVID-19

•   Nikkei Asian Review: Suga touts Japan-US alliance in first call with Trump

•   Japan Times: As COVID-19 persists, Japan looks to send in the robots

•   Economic Times: India-US strategic energy partnership takes deep roots: Amb Sandhu

•   Economic Times: 11 industrial corridors to come up by FY25, talks for Delhi-Nagpur industrial corridor project development activities to begin soon: DPIIT

•   Livemint: COVID-19 vaccine: Govt in talks with Russia for 'possible advancement' of Sputnik V in India

•   Hindustan Times: India’s nominal GDP to grow 19 per cent in 2022, finance ministry pins hopes on reforms

•   Folha de S.Paulo: With 857 New Covid-19 Deaths, Brazil Now Exceeds 135 thousand Deaths

•   Jakarta Post: Pandemic presents opportunity for reform to attract investment: HSBC

•   Myanmar Times: Myanmar to focus on building up post-COVID-19 economy

[Opinions]

•   Project Syndicate(Bertrand Badré, Aurélie Jean): The Post-Pandemic Recovery’s Missing Link

•   FT(Editorial Board): China’s assertiveness is against its economic interests

•   FT(Editorial Board): The easy money fuelling the market’s fever

•   FT(Rana Foroohar): How to survive the Covid-19 retail apocalypse

•   FT(Wolfgang Münchau): Beware of smoke and mirrors in the EU’s recovery fund

•   FT(Gavyn Davies): Expect long-term economic scarring from Covid-19

•   FT(Michael Mackenzie): Lessons for investors from six months of pandemic-hit markets

•   FT(Camilla Cavendish): Political division makes the fight against climate change ever harder

•   FT(Leo Hindery): Distorted jobs numbers are misguiding stimulus policy

•   FT(Henry Mance): No-deal hype obscures the real threat of a bad Brexit

•   FT(Myles McCormick): Rising bankruptcy toll shows US oil patch is not ‘OK now’

•   FT(Nathan Benaich): Why AI has disappointed on Covid

•   FT(Kishore Mahbubani): The west should heed Napoleon’s advice and let China sleep

•   WSJ(Holman W. Jenkins, Jr.): The Russia Farce Continues

•   WSJ(Kimberley A. Strassel): From Russia (to Biden) With Love

•   WSJ(Peggy Noonan): Get Ready for an Election Crisis

•   WSJ(Andy Kessler): Clean Power, No Thanks to Al Gore

•   WSJ(Mary Anastasia O’Grady): Peru and Brazil: Stay Home and Starve

•   WSJ(Scott Gottlieb, Mark McClellan): You Can Trust the FDA’s Vaccine Process

•   WSJ(Richard J. Shinder): The Age of the ‘Unknown Unknowns’

•   WSJ(Robert C. O’Brien): Trump Takes Election Interference Seriously

•   WSJ(David B. Rivkin Jr., Andrew M. Grossman): Why the ‘Biden Rule’ Doesn’t Apply in 2020

•   WSJ(Burton G. Malkiel): ‘Sustainable’ Investing Is a Self-Defeating Strategy

•   NYT(Michelle Goldberg): The Biden Campaign Isn’t Door-Knocking. Don’t Freak Out.

•   NYT(Binyamin Appelbaum): 50 Years of Blaming Milton Friedman. Here’s Another Idea.

•   NYT(Maureen Dowd): Will the Election Turn on R.B.G.?

•   NYT(Ian Haney López, Tory Gavito): This Is How Biden Should Approach the Latino Vote

•   NYT(Tina Rosenberg): Hi, There. Want to Triple Voter Turnout?

•   NYT(Roger Cohen): Trump’s Middle Eastern Mirage

•   NYT(Jeneen Interlandi): What the Fall and Winter of the Pandemic Will Look Like

•   NYT(Greg Bensinger): Trump Wants to Cripple TikTok and WeChat. Why?

•   NYT(David Quammen): The Pandemic, from the Coronavirus’s Perspective

•   WP(Editorial Board): The accords between Israel and Arab states are the positive byproduct of an otherwise failed U.S. strategy

•   WP(Editorial Board): Trump’s TikTok battle is setting him up for another defeat

•   WP(Henry Olsen): Biden’s weakness among Hispanics is not his fault. It’s Trump’s.

•   WP(E.J. Dionne Jr.): Biden just exposed who Trump really is

•   WP(Greg Sargent): Trump’s biggest argument is failing him. New polls explain why.

•   WP(Art Cullen): Climate change is killing the farm belt. With a little help, farmers can fix it.

•   WP(David Byler): Protests aren’t a great campaign issue for Trump. But the other options are worse.

•   Bloomberg(Brian Chappatta): Treasury Savings Bonds Can Yield More Than Junk

•   Bloomberg(Andy Mukherjee): Toyota or Pakora? India Must Choose

•   Bloomberg(John Authers): FANGs in Retreat Are a Sign of Optimism

•   Bloomberg(Marcus Ashworth): U.K. Is Still Two Levers From Negative Rates

•   Bloomberg(Brooke Sutherland): Manufacturing Recovery Is a Slow Game of Inches

•   Bloomberg(Chris Bryant): No Revenue Is No Problem in the 2020 Stock Market

•   Bloomberg(Jonathan Bernstein): Biden Aced the Town Hall. Why Didn't Trump?

•   Bloomberg(Francis Wilkinson): Authoritarianism, Not Just Trump, Is Up for Re-Election

•   Bloomberg(Michael R. Strain): Milton Friedman Was Right About Shareholder Capitalism

•   Bloomberg(Joe Nocera): Milton Friedman Was Wrong. Look at Income Inequality.

•   Bloomberg(Tae Kim): Trump’s TikTok Drama Was Just Another Empty Threat

•   Bloomberg(James Mattis, James O. Ellis Jr., Joe Felter, Kori Schake): Ending China’s Chokehold on Rare-Earth Minerals

•   CNBC(Frederick Kempe): UAE, Bahrain, Israel deals offer chance at peace

•   CNBC(Michael Farr): The problem with the U.S. economy is there are too many poor people

•   CNN(William Haseltine): Herd immunity is a fantasy

•   CNN(Alice Stewart): Biden's mistakes could cost him badly in debate with Trump

•   CNN(Jess McIntosh): Joe Biden showed America a different kind of leadership

•   MarketWatch(Mauro Guillen): America first? Our standard of living hinges on immigration and engagement with the world

•   MarketWatch(Michael Brush): Stock market is at the start of a selloff, says veteran trader Larry Williams

•   Fox News(Ted Cruz): 3 reasons why Senate must confirm her successor before Election Day

•   한경(한상춘): 원·달러 환율 급락…1년 후 1100원도 붕괴?