Business Intelligence Monitor 200923

(Introduction)

[Markets]

•   Global: Dollar rises on hawkish comments; stocks end up

•   한국: 코스피, 외인·기관 매도에 2%대 하락…2,330대로

•   한국: 배터리 빼고 BBIG '전멸'…국내 성장株도 꽁꽁

•   한국: 두산그룹주 하락 많아, 두산 두산중공업 3%대 오리콤 2%대 내려

•   Metals: Copper bounces on bargain hunting and inventory slide

•   Grains: Soy climbs on continued China buying; wheat up on global demand

[Indicators]

•   US Aug. Existing home sales: U.S. Home Sales Extended Powerful Rebound Into August

•   Indonesia Aug. Fiscal account: Indonesia’s budget deficit swells to over 3 percent of GDP in August

•   Argentina Q2 GDP: Argentina’s Economy Slumps 16.2%, Narrowly Beating Forecasts

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Death Toll Tops 200,000

•   WSJ: CDC Advisory Panel to Delay Vote on Initial Covid-19 Vaccine Roll-Out

•   WSJ: Romney Agrees to Move Ahead With Trump’s High Court Nominee

•   WSJ: Why Business Will Miss Ruth Bader Ginsburg

•   WSJ: Mnuchin, Powell Urge More Spending to Help Economy Recover From Pandemic

•   WSJ: Laid-Off Workers Cut Spending as Extra Unemployment Benefits Run Out

•   WSJ: Tesla Expected to Grow 30% to 40% in 2020, Elon Musk Says at Battery Day

•   WSJ: Oil Market Flies Blind as Covid-19 Clouds Demand Outlook

•   WSJ: Is There Life After a TikTok Ban? A Nation Goes Into Withdrawal

•   NYT: Republican Senators Line Up to Back Trump on Court Fight

•   NYT: Climate Disruption Is Now Locked In. The Next Moves Will Be Crucial.

•   NYT: China, in Pointed Message to U.S., Tightens Its Climate Targets

•   NYT: Embattled Fed Nominee Celebrates Free Markets, but Not in Her Backyard

•   NYT: As Concerns Over Climate Change Rise, More Developers Turn to Wood

•   WP: Biden’s moderation contrasts with Democratic rage as court fight looms

•   WP: The 50 political states of America

•   WP: The White House: Trump’s always-coming-soon health-care plan is coming soon

•   WP: At UN, Trump raps China for virus as US deaths top 200,000

•   FT: Theresa May refuses to back ‘reckless’ internal market bill

•   FT: Brussels renews legal threat over UK internal market bill

•   FT: Scientists call for clarity on AstraZeneca’s Covid vaccine trial

•   FT: Johnson unveils winter of Covid-19 restrictions

•   FT: Covid crackdown stirs anger as Johnson walks fine line

•   FT: Companies scramble to reverse UK back-to-office plans

•   FT: Biden will end ‘artificial trade war’ with EU, adviser says

•   FT: Confidence rises among Europe’s cash-rich consumers

•   FT: UK business borrows £58bn in state-backed loans

•   FT: Le Pen’s niece questions far-right leader’s strategy to win French presidency

•   FT: Tibet’s shadow looms over Himalayan stand-off

•   FT: Opec keeps strategy under wraps in oil stumble

•   FT: Brexit and the City: Brussels’ new battle to rival London in finance

•   Bloomberg: Evans Says Fed Plan Allows Hike Before Inflation Averages 2%

•   Bloomberg: Fed’s Bullard Says U.S. Has Already Delivered Enough Fiscal Aid

•   Bloomberg: Pfizer Is On Track to Be First to Find Out If Its Covid Vaccine Works

•   Bloomberg: Yuan Chips Away at U.S. Dominance of FX Market Amid Covid Crisis

•   Bloomberg: France Says Mercosur Trade Deal Unacceptable in Current Form

•   Bloomberg: Full Steam Ahead for U.S. Commerce Means Vital Economic Support

•   Bloomberg: Bailey Plays Down Odds of BOE Negative Rates on Virus Risks

•   Bloomberg: U.K. Warns of 7,000-Truck Line in Worst-Case Brexit Scenario

•   Bloomberg: Lagarde’s Green Push Picks Up With New ECB Collateral Option

•   Bloomberg: Europeans Unwillingly Hoarded Cash During Lockdowns, ECB Says

•   Bloomberg: Indonesia Sees Economy Contracting for First Time Since 1998

•   Bloomberg: U.K. Spending on Supporting Jobs Surpasses 50 Billion Pounds

•   Bloomberg: Venezuela and Iran Buck U.S. Sanctions Again to Export Crude

•   Bloomberg: Iran Reports Record Number of Daily Coronavirus Cases

•   Bloomberg: India’s Lower House of Parliament Passes Key Labor Reform Bills

•   Bloomberg: U.K. Power Price Spike Raises Questions for National Grid

•   Reuters: Intel gets U.S. licences to supply some products to Huawei

•   Reuters: German economy's Covid hit may be smaller than feared

•   Reuters: China, India agree not to send more troops to border - Chinese defence ministry

•   Reuters: U.S. House passes China forced labor bill near unanimously

•   Reuters: COVID-19 vaccine verdicts loom as next big market risk

•   Reuters: Sign-up delays for global vaccine plan are procedural: WHO

•   Reuters: Exclusive: 'We're confident' - Russia to share legal risks of COVID-19 vaccine

•   Reuters: Trump says aides rejected his request to adjust value of dollar

•   Reuters: Huawei plans more cuts to jobs, investment in Australia

•   CNN: Xi Jinping wants China's private companies to fight alongside the Communist Party

•   CNBC: Coronavirus vaccine won't bring about a 'fairytale' ending: Expert

•   CNBC: China economy recovering from Covid-19, says ex-Goldman economist Jim O'Neill

•   CNBC: Economy doesn't need more stimulus for V-shaped recovery, Trump advisor Kudlow says

•   CNBC: Oracle is a laggard in cloud infrastructure even after TikTok deal

•   CNBC: Supreme Court: Voters think Trump shouldn't fill Ginsburg seat if he loses

•   CNBC: High-level U.S. visits to Taiwan annoy China but did not cross the red line: Eurasoa

•   CNBC: What TikTok’s U.S. deal means for its business in Europe

•   CNBC: Dollar will lose recent strength and test Feb. 2018 lows: Win Thin

•   Fox News: New polls suggests Biden and Trump in dead heat in Georgia, Iowa

•   Fox Business: Unemployment gap widens as overall rate falls

•   Politico: EU summit postponed as Charles Michel goes into coronavirus quarantine

•   SCMP: Coronavirus supply chain disruptions easing for companies in south China

•   SCMP: In UN speech, Rodrigo Duterte defends drug war and Philippines’ claims in South China Sea

•   SCMP: US-China tech war fuels battle over semiconductors, Taiwan

•   SCMP: Beijing woos global bond investors by making it easier to get money in and out of China

•   SCMP: US-China trade war casts long shadow over WTO leadership race

•   SCMP: China’s Unreliable Entity List gives Beijing ‘leeway’ to take punitive actions against foreign firms

•   SCMP: China’s US dollar debt defaults climb as coronavirus, US tensions hit firms’ bottom lines

•   Global Times: China’s rising demand for copper becomes driving force for global copper industry

•   매경(P1): 퇴직연금도 투자상품으로 몰린다

•   매경: 저금리에 지친 `4050 연금개미`…증시서 `실버대박` 노린다

•   매경: 美국채마저 `선물ETF`라며 연금투자 막아

•   매경(P1): 전국민 준다던 통신비 35~64세에겐 안 준다

※   기재부: 2020년도 제4회 추가경정예산 국회확정

•   매경: 유흥업·콜라텍 200만원, 법인택시 100만원…중학생도 돌봄수당

•   매경: 文대통령, 재난지원금 속도…"추석전 지급 끝낼 것"

•   매경(P1): "투기자본 돕는 상법 개정안, 정말 국회만 모르는 겁니까"

•   매경(P1): [매경 명예기자 리포트] 日, 국가부채 늘린후 `잃어버린 20년`…스웨덴, 부채 억제해 `지속성장 20년`

•   매경: 복지 대수술 스웨덴 vs 빚내서 펑펑쓴 日…성장률 격차 확 벌어져

•   매경: 이자율 하락은 경제동력 약해진 탓…`저금리때 더 빌리자` 위험한 발상

•   매경: 임대차법 유권해석 딱 한줄에…발칵 뒤집힌 전세시장

•   매경: "아시아 10년간 폭발적 기술혁신…의료·금융 더 큰 기회온다"

•   매경: 공급망 손실로 영업익 42% 뚝…애자일 조직 만들어 적극 대응

•   매경: "중국은 세계 패권에 눈먼 나라" vs "中, 국제질서 편입위해 노력"

•   매경: 태양광 일자리 5년간 6만개 만든다

•   매경: [단독] 정비사업 심의 1/3토막…서울 공급부족 예고편

•   매경: 재난지원금 14조 마트·식당서 절반 썼다

•   매경: 신규확진 사흘째 두자리지만…26%는 깜깜이

•   한경(P1): 증시 '비관론' 확산…PB들 "추천할 주식이 안보인다"

•   한경(P1): [단독] 시총 6조 씨젠, 2000억이면 단 3일만에 경영권 공격 가능

•   한경: "경제민주화는 낡은 슬로건"…규제 3법 작심 비판한 'J노믹스 설계자' 김광두

•   한경: "英, 신규 규제 억제, 규제비용 연 3兆 감축…韓도 규제개혁 목표, 법률로 정해야"

•   한경: 노조법·상생법…10월이 더 두려운 기업들

•   한경: 지주사 지분율 규제받는 中企, 대기업의 3.4배

•   한경: 집단소송제 모든 분야로 확대하겠다는 與

•   한경: 조명래 환경부 장관 "해외 석탄火電 수출 원칙적으로 중단해야"

•   서경(P1): 野, 기업규제 3법 독소조항 없앤다

•   서경: 野 선진국에도 없는 '3%룰' 대안 찾는다 ['규제3법' 독소조항 손질]

•   서경: 민간소비 회복 더딘데···추석물가도 ‘비상’

•   서경: 29일부터 전월세 전환율 4%→2.5%로···‘월세물건'도 품귀 빚나

•   서경: [시그널] 두산重, DICC 부채 '떠안기' 가능할까... 이사회부터 FI 동의까지 '첩첩산중'

•   조선: [단독]“원전 부품기업 지원” 500억 펀드 만든다던 정부의 공수표

•   조선: 종부세 내는 1주택자, 2년새 두배로 늘었다

•   조선: 머스크 “배터리 부족 심각해질 것”… 반도체보다 큰 시장 열린다

•   조선비즈: 공정경제 3법'만 문제가 아니다… 국회 개원 3개월 만에 기업규제 법안 284개 발의(대한상의 집계)

•   조선비즈: 코로나 확진→사망 '11.2일'…방역당국 예측대로 빨라졌다

•   조선비즈: 공휴일 경제효과 하루에 최대 4조원… 올 추석은 코로나로 반감될듯

•   인베스트조선: 국내 주식시장 열기 속 ‘분할의 마법’ 기대하는 기업들

•   중앙: 서울 전세 가뭄 어디까지…원룸도 1억 쥐고는 못 구한다

•   중앙: [한일비전포럼] 한·일 정상 서한 오간 지금, ‘양보 이니셔티브’ 추진해야

•   중앙: [단독]묘한 시점에···이재용·정의선·최태원·구광모 만났다

•   동아(P1): 文대통령 “종전선언이 비핵화 여는 문 될 것”

•   문화(P1): ‘탈원전 영끌’ 3년에 발전공기업 빚 14兆 ↑

•   문화: 전기료 인상 등 국민부담만 늘 듯

•   문화: 신용대출 진정세… 금융당국, 당분간 추가 규제 않기로

•   한국(P1): 정부 "안심해도 된다"지만… '트윈데믹' 차단 계획 급제동

•   한국(P1): 서울 아파트 매물, 월세가 전세보다 많아졌다

•   머니투데이: 5번 소위도 결론 못 낸 '상법'…이번에도 쟁점은 '감사위원'

•   머니투데이: 재계 반대 부딪힌 공정거래법 개정, 쟁점은 '지주사·사익편취'

•   더벨: SPV, 미매각 인수 패널티 강화 '비우량 기업 돕겠다더니…'

•   헤럴드경제(P1): “코로나는 기업-정부 상생, 더 큰 가치 만들 기회”

•   헤럴드경제: [헤럴드 기업포럼 2020-새로운 시대, 기업의 도전] “세계는 6대 도전에 직면…저금리시대 재정지출 더 늘려야”

•   헤럴드경제(P1): 재정의존증 확산…정부지원금 소득비중 1년새 2배로

•   헤럴드경제: 법인세 OECD 3위·최저임금 5위…“기업 생사절벽서 발버둥”

•   헤럴드경제: 남부발전, 그린뉴딜 사업에 4조 투자

•   헤럴드경제: 사람 같이 정밀한 ‘로봇손’ 나왔다

•   헤럴드경제: [현장에서]매각가 높이는 인수금융

•   파이낸셜뉴스: 윤희숙 '공정경제3法' 큰 틀서 찬성…"사회가 공정을 중시"

•   이데일리(P1): 美 기술주 진정 거품이었나…멘붕에 빠진 서학개미

•   이데일리(P1): 절박한 박용만, 김종인·이낙연 연쇄회동에도 성과 無

•   이데일리: ‘10분 만에 면담 종료’…박용만 회장, 김종인 설득 실패

•   이데일리: 대한상의 대안에 온도차…與 "함께 논의" vs 野 "보완 필수"

•   이데일리: 올 들어 3번 찾아간 박용만 회장… 이번에도 "만세" 외칠 수 있을까

•   이데일리: 1000만명분 코로나 백신 공급, 어떻게 이뤄지나

•   이데일리: ‘마의 벽’ 매출 1000억 에너지혁신기업 확 늘린다

•   연합: 오너일가 보유주식의 18%는 은행 소유…담보설정 14조8천억원

•   연합: "화력발전세 인상"…석탄발전소 있는 5개 시도 정부에 공동건의

•   연합: "기후변화, 코로나와 같은 위기…실물경제 위협할 것"

•   연합인포맥스: 한기평, 두산그룹 2.4조 자산 매각에도 "신용도 상승 어려워"

※   한기평: 두산그룹 재무구조 개선, 8부 능선을 넘은 것인가? - 신용도 방향성 전환에는 넘어야 할 산이 많다.

•   뉴스1: 원전해체연구소 건립 본격 추진…창립 이사회 개최

•   이투데이: 식을 줄 모르는 美 주택 시장…두산밥캣, 반등 확실

•   아주경제: [반환점 돈 두산그룹 구조조정](中) “소송 리스크 떠안겠다”...두산인프라코어 매각 ‘사활’

•   경남신문: “두산중, 휴업자 즉각 복직시켜라”

•   reNews: World Bank sets out 10GW offshore vision for Vietnam

•   OilPrice.com: China’s Oil Buying Spree Is Coming To An End

•   OilPrice.com: Why Russia Is Pushing Unneeded Nuclear Power Plants On Egypt

•   OilPrice.com: Libya’s Oil Production Set To Rise To 260,000 Bpd Next Week

•   OilPrice.com: Pompeo: We are Building A Coalition Against Nord Stream 2

•   CNET: Royole launches next-gen foldable phone for under $1500

•   CNET: Does the flu shot protect you from coronavirus?

•   Phone Arena: The official LG Wing 5G price has been revealed, and it is quite reasonable

•   로봇신문: [2020 로봇미래전략컨퍼런스]"로봇 정책, 디지털 뉴딜 시대 핵심 과제로 강력히 추진"

•   Nikkei Asian Review: Caretaker or changemaker? The riddle of Japan's ambitious new prime minister

•   Mainichi: Over 500 businesses in Japan go bankrupt amid pandemic, including many eateries

•   Japan Times: Japan's robots fill the void as social distancing becomes the norm

•   Japan Times: Bank of Japan report likely to show improved business sentiment

•   Economic Times: India trials for Russia's 'Sputnik-V' vaccine could start in next few weeks: Executive

•   Economic Times: Rate cuts have not spurred investment: SBI Chairman Rajnish Kumar

•   Economic Times: Sparx Asset’s Kohei Matsui on why Japanese investors like India

•   Livemint: India records over 90,000 single-day recoveries successively during last 3 days

•   Livemint: GDP contraction sets India behind EM peers

•   Business Standard: 6 months after lockdown: Covid-19 impact on economy likely to be long-term

•   Business Standard: Renewable sector in India attracts $10-20 bn of investment: IEEFA

•   Folha de S.Paulo: Brazil Reaches 137 thousand Covid-19 Deaths

•   Jakarta Post: Analysis: Assessment of COVID-19 recovery programs

•   Myanmar Times: The Impact of Covid-19 on Myanmar’s Real Estate Market

[Opinions]

•   Project Syndicate(Willem H. Buiter): Willem H. Buiter Says More…

•   Project Syndicate(Mariana Mazzucato): Avoiding a Climate Lockdown

•   Project Syndicate(Alexander Friedman): The Meaning of 200,000 COVID-19 Deaths

•   Project Syndicate(Josep Borrell): The EU Stands With the UN

•   Project Syndicate(Anne O. Krueger): Trump’s Spectacular Trade Failure

•   FT(Martin Sandbu): Populists and kleptocrats are a perfect match

•   FT(Bill McKibben): We must put our greenbacks behind our green rhetoric

•   FT(Jonathan Wheatley): Investors are getting pickier in emerging markets

•   FT(Frank Long): First TikTok then gaming as a crucible of US-China rivalry

•   FT(Martin Arnold): ECB faces uphill struggle in efforts to talk down the euro

•   FT(Yuan Yang): What Trump’s TikTok deal learnt from China’s approach to apps

•   WSJ(Jason L. Riley): Hispanic Voters May Provide the Margin in November

•   NYT(Paul Krugman): Voting G.O.P. Means Voting Against Health Care

•   NYT(Peter Doshi, Eric Topol): Are We Testing Coronavirus Vaccines the Right Way?

•   NYT(Charlie Warzel): America’s Billionaires Could Help Protect the Election. If They Wanted To.

•   WP(Editorial Board): Remember the 200,000 Americans who have died from covid-19 — and vote

•   WP(Catherine Rampell): The GOP traded democracy for a Supreme Court seat and tax cuts. It wasn’t worth it.

•   WP(Dana Milbank): What if President Biden abused power the way President Trump does?

•   WP(Jennifer Rubin): A Trump comeback at this point would be unprecedented

•   WP(Jennifer Rubin): Trump put a China trade deal over American lives

•   WP(Paul Waldman): How Joe Biden is holding on to his image as a moderate

•   WP(Marc A. Thiessen): A vote for Biden is a vote for a one-party state

•   WP(Greg Sargent): The hidden reason Trump’s ‘October surprise’ will likely fail

•   WP(William Haseltine): Beware of covid-19 vaccine trials designed to succeed from the start

•   WP(Gary Abernathy): Trump is trailing in the polls, but his voters still love his chances

•   Bloomberg(Editorial Board): U.S. Shouldn't Withdraw All Troops From Iraq and Afghanistan

•   Bloomberg(David Fickling): Coal’s Last Refuge Crumbles With China’s Renewables Plan

•   Bloomberg(John Authers): FANG Stocks Rising Make September Correction a Weird Mix

•   Bloomberg(Ferdinando Giugliano): Italy Is Stable But It's Still in Trouble

•   Bloomberg(Lionel Laurent): Coronavirus: Spain, France, U.K. Shouldn't Sleepwalk Into New Lockdowns

•   Bloomberg(Jonathan Bernstein): Donald Trump Is Still in Denial About the Virus

•   Bloomberg(Noah Feldman): Republicans Would Regret Replacing Ginsburg Before Election

•   Bloomberg(Ramesh Ponnuru): Trump and Democrats Should Stop Bashing the World Trade Organization

•   Bloomberg(Peter R. Orszag): Clean Power: Price Is No Longer an Obstacle

•   Bloomberg(Andrea Felsted): Coronavirus: Will U.K.'s New Lockdowns Steal Christmas This Year?

•   MarketWatch(Mark Hulbert): Why September’s selloff has these savvy traders convinced that stock prices are going up

•   MarketWatch(Pierre Briançon): From lockdowns to Brexit, the U.K. economy is heading toward a rough winter

•   MarketWatch(Keith Wade): Where to invest when climate change forces a tax on carbon and oil is no longer widely used

•   MarketWatch(Rebecca Ray): Trump's trade policy failed the workers he promised to help

•   Nikkei Asian Review(Richard McGregor): How will Japan's new leader handle growing China-US tensions?

•   한국(김상현): 두산중공업과 '정의로운 전환'

•   파이낸셜뉴스(최진숙): 동대문 두타

•   헤럴드경제(사설): 한마디 틀린데 없는 박용만 회장의 절절한 호소

•   논객닷컴(박종국): 박용만의 가벼운 입 최태원의 무게감