Business Intelligence Monitor 200922

(Introduction)

[Markets]

•   Global: Traders shun risky assets as new lockdowns loom; stocks, oil tumble

•   한국: 코스피 1% 가까이 하락…엿새만에 2,400선 아래로

•   한국: 원·달러 환율 떨어져도 '수출株' 현대차 강세…대한항공은 약세

•   한국: 모양새 구긴 한국형 뉴딜…K뉴딜지수 6% 하락

•   한국: 두산그룹주 하락 많아, 두산퓨얼셀 9%대 두산중공업 4%대 내려

•   한국: 원화값 8개월만에 1150원대…코로나사태 이전 수준 회복

•   Metals: Copper pulls back from two-year peak on resurgent coronavirus

•   Grains: Soybeans ease from 28-month high, Chinese demand curbs losses

[Indicators]

•   US Q2 Household net worth: U.S. Household Net Worth Hits Highest Level Ever

•   UK Aug. Construction contract awards: UK contract awards up 21.2%

•   China LPR: China keeps lending benchmark LPR steady for fifth straight month

•   한국 8월 PPI: 생산자물가 석달째↑…주가 상승에 서비스물가 역대 최고

•   한국 8월 파산 신청: 문닫는 자영업자·소상공인…3만3000명 `개인파산` 신청

•   한국 9월 1~20일 수출: 9월 1~20일 수출, 증가했지만…

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Powell Says Swift Government Action Averted Deeper Economic Downturn

•   WSJ: TikTok and Oracle Spar Over Ownership, Threatening Deal

•   WSJ: U.S. Joins Global Bid to Carve Up the Internet With TikTok Move

•   WSJ: Trump to Make Supreme Court Nomination Friday or Saturday

•   WSJ: CBO Downgrades Long-Term Projections of Economic Growth

※   CBO: The 2020 Long-Term Budget Outlook

•   WSJ: Fed Moves to Overhaul Lending Rules for Poorer Communities

•   WSJ: Americans Want Homes, but There Have Rarely Been Fewer for Sale

•   WSJ: Nikola Founder Trevor Milton Resigns as Executive Chairman Amid Fraud Allegations

•   WSJ: Chinese Leaders Split Over Releasing Blacklist of U.S. Companies

•   NYT: TikTok Deal Trips Over U.S.-China Power Struggle

•   NYT: U.S. and European Oil Giants Go Different Ways on Climate Change

•   NYT: A Covid-19 Vaccine for Children May Not Arrive Before Fall 2021

•   WP: Republicans prepare to move quickly on Supreme Court opening as Trump weighs top contenders

•   WP: Biden seeks to derail quick Supreme Court appointment with personal appeal to Republicans

•   WP: What to know about the 2020 presidential debates

•   WP: CDC reverses itself and says guidelines it posted on coronavirus airborne transmission were wrong

•   WP: Coronavirus vaccine: WHO's Covax plan lays out how vaccine will be distributed

•   FT: Russia to cut defence spending in bid to prop up ailing economy

•   FT: India and Pakistan ramp up remdesivir production under Gilead deal

•   FT: Johnson to announce 10pm pub curfew across England

※   Patrick said that the number of new daily cases could rise from 3,105 on September 15 to 49,000 by October 13

•   FT: Boris Johnson confronts bleak choice as Covid cases rise

•   FT: Spain ready to take further action to fight Madrid’s second Covid wave

•   FT: Seconds out, round two at the World Trade Organization

•   FT: Johnson turns to scientists to make case for Covid clampdown

•   FT: African countries ‘ready to open our doors again to the world’

•   FT: The power struggle at the heart of Poland’s political turmoil

•   FT: Beyond the market hype: Tesla tries to expand its lead in batteries

•   FT: China’s export machine comes roaring back to life

•   FT: Investing in infrastructure alone won’t level up UK, economists say

•   Bloomberg: Lagarde Says ECB Still Has Options If More Stimulus Needed

•   Bloomberg: Fed’s Kaplan, Wary of Bubbles, Dissented to Preserve Flexibility

•   Bloomberg: Global Covid Vaccine Plan Moves Ahead, Without China for Now

•   Bloomberg: China’s Threats of War Push Taiwan to Boost U.S. Economic Links

•   Bloomberg: Remittance Boom Is Turning Into a Bust for Asia Emerging Markets

•   Bloomberg: Xi Push to End Poverty Underpins Party Support in Rural China

•   Bloomberg: Worst Shipping Crisis Puts Lives and Trade at Risk

•   Bloomberg: France Urges More EU-U.K. Talks, Warns on Boris Johnson’s Bill

•   Bloomberg: Argentina’s New Bonds Plunge Deep Into Distressed Territory

•   Bloomberg: GE to Stop Selling Equipment for New Coal-Fired Power Plants

•   Bloomberg: Risk of Government Shutdown October 1 Rises With Funding Bill Dispute

•   Bloomberg: Broke Millennials Turn to Day Trading to Strike It Rich in Korea

•   Bloomberg: China Eyes Quick and Loose Carbon Market Start as Deadline Looms

•   Reuters: U.S. to challenge judge's order that blocked U.S. WeChat app store ban

•   Reuters: Trump suggests Pfizer could win U.S. COVID-19 vaccine approval, JNJ to come later

•   Reuters: China's cabinet unveils steps to spur new forms of consumption

•   Reuters: Indonesia president urged to delay regional polls over contagion threat

•   Reuters: U.S. President Trump's re-election campaign spent $61.2 million in August

•   CNN: Investors fear US election won't be decided for weeks -- or even months

•   CNN: Six months into the pandemic, the US economic outlook is getting gloomier

•   CNBC: More restrictions expected in Europe as coronavirus spreads rapidly and rattles markets

•   CNBC: What to expect from Tesla on 'battery day'

•   CNBC: Biden's capital gains tax hike may big sell-off in stocks

•   CNBC: Trump administration sanctions Iranian Defense Ministry, Venezuela's Maduro

•   MarketWatch: Here’s how key swing states are leaning in the presidential race — and how they’re weathering the recession

•   Fox News: Trump says he assumes Biden's ‘going to do great’ at first presidential debate

•   Fox Business: Biden win could accelerate dollar's drop: Goldman Sachs

•   SCMP: China announces plans for three new pilot free trade zones in Beijing, Hunan and Anhui

•   SCMP: Donald Trump or Joe Biden? What will change for Asean after the US election?

•   SCMP: China-India border dispute: New Delhi ‘expects Beijing to stand down first’ as top military chiefs meet

•   Global Times: US arms sales won't alter power imbalance between mainland and Taiwan

•   매경(P1): 박용만 상의회장 "기업은 생사 발버둥…정치 뭐하나"

•   매경: "투기자본 위협땐 `감사선출` 예외둬야…최소한의 방어권 보장을"

•   매경: 재계 호소에…野 기류 변화 조짐

•   매경: 손경식·강호갑, 김종인 설득 나선다

•   매경: 분양권마저 부르는게 값…개포재건축 30억 돌파

•   매경: 갭투자 몰린 강남…전세대출도 싹쓸이

•   매경: [단독] 公기관도 외면하는 그린뉴딜…핵심장비 ESS 도입 20% 불과

•   매경: [단독] IMF 상임이사에 허장…세계銀 대리이사에 강부성

•   매경: 정부·대기업 3000억 마련…기계항공 中企 자금지원

•   매경: 금융위 "주택담보대출 규제 부작용 점검"

•   매경: 진격의 배터리…산업용 전기車까지 나왔다

•   매경: [단독] 소송리스크 털자 몸값 쑥…두산인프라 입찰연기

•   매경: 테슬라 선택에 LG화학·삼성SDI·에코프로 울고 웃는다

•   매경: "멸실 감안땐 작년 주택공급 8.8만가구 줄어"

•   매경: 서울아파트 6억이하는 반토막…9억초과는 2배로

•   한경(P1): 현대차 노사, 11년 만에 임금 동결…"코로나 위기 함께 극복하자"

•   한경(P1): 이사철 '패닉렌트'…강남·강북할 것 없이 '부르는 게 값'

•   한경(P1): 김종인에 날세운 김병준 "경제민주화 제대로 공부한 것 맞나"

•   한경: 김종인의 고집…"法 자체 거부해선 안돼"

•   한경: "與, 상법·공정법 개정하더라도 노동개혁 함께 들고나왔어야"

•   한경: EU 압박 핑계…與, ILO협약 비준 강행하나

•   한경: 김동연 "사회적 책임 다하는 기업 발굴"

•   한경: 착한 투자' 붐…ESG채권 발행 급증

•   한경: 접고…돌리고…말고…'기기묘묘' 스마트폰의 변신 어디까지

•   서경(P1): [단독] '확장재정 방어벽' 스스로 허문 정부

•   서경: "그때그때 바꿀수 있는 재정준칙"···巨與 '입맛대로 예산' 불보듯

•   서경(P1): [단독]터키 "FTA 파기 고려"···무역협정 곳곳 파열음

•   서경: "유럽 수출 전초기지 잃을수도" 韓철강·車 초긴장 [터키, 韓과 FTA 파기 고려]

•   서경: 인도도 "CEPA 불공정"...코로나쇼크에 무역장벽 높이는 신흥국

•   서경: [시그널]물량 몰아줬더니 기관, 무차별 차익실현···'불나방 개미' 공모주 늪에 빠지다

•   서경: 기업규제 강화에는 반대한다지만...대부분 의원들 '유보입장' 어정쩡

•   서경: 자율주행 배달로봇, 연내 집 앞으로 온다

•   조선(P1): 독감 백신 무료접종 돌연 중단

•   조선: 정부 “돈받을 계좌 알려달라” 문자… 추석前 4조6000억 뿌린다

•   조선: 여야, 통신비 2만원 줄다리기… 與일각선 재고 주장

•   조선: [단독] 3차 추경 집행률 64.6% 불과…예정처도 ’재정 경고’ 나섰다

•   조선: 스가 “한·일은 중요한 이웃” 3일만에 文서한 답신

•   조선: 외국계 기업들은 왜 주식회사가 아닌 유한책임회사일까

•   조선: 구글코리아 대표인줄 알고 국회 불렀는데, 알고보니 직원

•   조선비즈: “석유 수요 대폭 줄었다… 멸종 대비하라” 정유시설 폐쇄나선 전세계 석유 공룡들

•   조선비즈: 화웨이 제재 시작됐는데 삼성·SK하이닉스, 3분기 어닝서프라이즈?

•   중앙: 김현미 “실거래가지수 처음 봐” 집값 착시 이유 있었다

•   동아(P1): 정은경 “대규모 인구 이동땐 전국 확산 위험”

•   동아: 감염경로 모르는 환자 계속 늘어 10명중 3명꼴… 추석 방역 비상

•   동아: 베일 벗은 도시재생 뉴딜사업… 전국 23곳에 지역발전 거점

•   동아: 서울 아파트 전세가격 두달 연속 하락

•   동아: 분양 성수기 맞아? 이달 서울 398채뿐

•   문화(P1): “北 - 이란, 장거리미사일 프로젝트 협력 재개”

•   문화: 코로나·적자·기업규제 입법… 대기업 임단협 ‘가시밭길’

•   경향(P1): “코로나19, 감기처럼 반복감염 가능”

•   머니투데이(P1): [단독]강남 재건축이 집값 견인?..서울대 연구팀 "근거없다"

•   더벨: 박용만 회장과 두산인프라코어의 미래

•   더벨: ㈜두산 내 남겨진 퓨얼셀 관련 사업 향방은

•   헤럴드경제(P1): “신용대출 축소 유도 ‘담합 조장’ 될수도”

•   헤럴드경제(P1): “공공재건축 관심” 5개 조합 그쳐

•   헤럴드경제(P1): 국가채무비율 5.8%P ↑…상승폭 작년보다 2.6배

•   헤럴드경제: ‘빚투 개미’ 상투잡나…과열 IPO시장 잇단 ‘경고음’

•   헤럴드경제: 코로나發 구조조정 가속…사모펀드, 부실채권 ‘군침’

•   헤럴드경제: 코로나 8개월…비정규직 실직 ‘정규직의 7배’

•   아시아경제(P1): [펀드시장 고사 위기]동학개미 등돌린 펀드시장 고사 위기

•   아시아경제(P1): "'불공정경제3법'으로 불러야"…10대그룹 '감사위원 분리선출' 독소조항 1순위

•   아시아경제(P1): 불안한 30대 '영끌' 계속…서울 아파트 매입비중 '최고'

•   디지털타임스(P1): `거대 인플레`發 경제쇼크 도사린다

•   이데일리: [마켓인]'웃돈은 없다'…M&A시장 기업가치 '짠물 계산'

•   이데일리: 서울집값 '내린다' vs '오른다'…전문가들도 갈리는 향후 전망

•   이데일리: 홍춘욱 “2023년 부동산경기 고점…이후 본격적 조정 온다”

•   이데일리: 달러 약세…韓 증시 약 될까 독 될까

•   연합: 창원상의 "해외석탄발전 투자금지 법안 신중히 다뤄야"

•   뉴시스: 새 배출권거래제에 걱정 느는 발전업계…"전기요금 인상 요인"

•   뉴시스: 서부발전 서인천본부, 440㎾급 연료전지 50대 구축

•   아주경제: [반환점 돈 두산그룹 구조조정]<上> 퓨얼셀·솔루스 독립 후 몸값 급등···인적분할이 '신의 한수'

•   더구루: 우크라이나 '3조' 원전, 韓·中·체코 3파전 속 '현지화' 승부처

•   뉴스웨이: [공시]두산인프라코어, 두산타워 52억원에 임대

•   글로벌이코노믹: 두산퓨얼셀 연료전지 활용가능한 다양한 사업모델 개발중

•   Renewables Now: Average US construction costs for solar, wind generation continue to fall - 2018 data

•   에너지데일리: [초점] 에너지전환 성과와 과제 ①

•   에너지데일리: [초점] 에너지전환 성과와 과제 ②

•   Equipment Journal: Cat’s 352 UHD can quickly demolish buildings up to 9 storeys

•   건설경제: 늦어지는 발전분야 온실가스 배출권 할당량… 석탄화력 비중 더 줄어드나

•   OilPrice.com: Low Oil Prices Haven’t Derailed Brazil’s Offshore Boom

•   OilPrice.com: U.S. Industrial Demand For Natural Gas Drops As Economy Slows

•   MINING.com: Tesla “battery day” a possible blow to cobalt miners

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

•   전자신문: [창간특집-그린뉴딜 현장을 가다] 서남해 해상풍력, 해상에 미래에너지를 담다

•   전자신문: [창간특집]해상풍력, 원가 절감·국민 인식 제고 숙제로

•   전자신문: [창간특집] 해상풍력, 석션 공법 고도화 '보급 핵심'

•   전자신문: [창간특집] "일류에서 초일류로"…삼성전자·SK하이닉스, 'EUV D램 시대' 연다

•   전자신문: [창간특집] 삼성전자, 메모리 이어 시스템 반도체 1위 도전…파운드리·이미지센서 '주목'

•   ZDNet Korea: AMD 프로세서 물량 부족...TSMC 탓?

•   Dronelife: DRONEII's Drone Industry Barometer 2020

•   Nikkei Asian Review: COVID-19 spurs digital shift for companies in Asia

•   Nikkei Asian Review: Can Suga replicate success of maverick reformer Koizumi?

•   Mainichi: Fujifilm ends delayed Avigan clinical test, looks to gov't application

•   Economic Times: India's economic recovery is gaining momentum, Nomura data shows

•   Economic Times: View: A more explicit analysis of the impact of monetary policy on inflation is needed

•   Livemint: India tops total global Covid-19 recoveries

•   Jakarta Post: Economic recovery depends on stimulus, omnibus bills: Sri Mulyani

•   Myanmar Times: Myanmar’s growth prospects shrink on resurgence of COVID-19

[Opinions]

•   Project Syndicate(Robert Skidelsky): International Law and Political Necessity

•   Project Syndicate(Edmund S. Phelps): The Economic Case for Biden

•   FT(Editorial Board): A new era of hunger has hit the US

•   FT(Editorial Board): Halting a second wave requires onerous trade-offs

•   FT(Gideon Rachman): Beware the long arms of American and Chinese law

•   FT(Robert Shrimsley): Boris Johnson is not lost; he’s right in front of you

•   FT(Robin Wigglesworth): US Treasury market’s brush with disaster must never be repeated

•   FT(Michael Skapinker): The model plane that might be the future of flying

•   FT(Josh Rudolph): The rise of the foreign funds that distort western politics

•   FT(Patti Waldmeir): A new era of hunger has hit the US

•   FT(Lex): Coronavirus/UK: oh, what a weary war

•   FT(Lex): TikTok Global: victory gap

•   NYT(Ruchir Sharma): Is the Stock Market Rooting for Trump or Biden?

•   WP(Matt Bai): Joe Biden should choose the next Supreme Court justice. Now.

•   WP(Ezzedine C. Fishere): The UAE-Bahrain-Israel accords are a big step — in the wrong direction

•   Bloomberg(Daniel Moss): China's Policy Makers Will Tolerate a Stronger Yuan For Now

•   Bloomberg(Conor Sen): Why a Coronavirus Recession in Florida Is a Depression in New York

•   Bloomberg(Julian Lee): OPEC: Why Saudi Arabia Wants to Scare Oil Traders

•   Bloomberg(Therese Raphael): Coronavirus: Britain’s Second Wave Is More Dangerous for Boris Johnson

•   Bloomberg(Ferdinando Giugliano): Coronavirus: Is It Time for the ECB to Get Tougher on Banks?

•   Bloomberg(Karl W. Smith): Coronavirus Relief Is Possible If Democrats Rein In Their Demands

•   Bloomberg(Elaine Ou): Bans Against TikTok and WeChat Would Backfire Anyway

•   Bloomberg(Cathy O'Neil): TikTok’s Algorithm Can’t Be Trusted

•   CNN(Lanhee Chen): Opinion: Biden may seem like centrist, but his platform is progressive

•   MarketWatch(Keith Jurow): The COVID-19 lockdown is squeezing real estate from all sides and threatens to burst the housing and mortgage bubble

•   MarketWatch(Peter Morici): Ballooning federal deficits threaten Fed independence, and give an opening to Chinese yuan

•   MarketWatch(Erica York): Both Trump and Biden are overlooking the simplest way to encourage 'Made in America' manufacturing

•   Fox Business(Brian Brenberg): US witnessed a record-setting economy in 2019. Here's what it may mean for voters in 2020