Business Intelligence Monitor 200924

(Introduction)

[Markets]

•   Global: Stocks fall, dollar up as data warns of sputtering recovery

•   Italy: Italian government bonds hit record high after regional vote

•   한국: 널뛰기' 코스피, 2,330대 소폭 상승 마감

•   한국: 말잔치로 끝난 테슬라 '소문난 잔치'…시장은 차가웠다

•   한국: 국채 금리 3일째 하락…"한은 매입 효과"

•   Metals: Strengthening dollar sucks momentum from copper’s rally

•   Grains: U.S. wheat, corn, soy fall as dollar rises; harvest accelerates

[Indicators]

•   US Q3 Commercial Construction index: US commercial construction shows signs of rebound

•   US Sep. PMI:U.S. Economy Continues Steady Recovery in September, Business Surveys Show

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers now up 25% from a year ago

•   Eurozone Sep. PMI: Eurozone services activity slows as coronavirus threatens recovery

•   Germany Oct. Consumer sentiment: German consumer morale brightens less than expected

•   UK Sep. PMI: UK business activity growth slows as new Covid-19 restrictions take effect

•   한국 7월 인구 동향: 출생아 < 사망자 … 9개월째 인구 자연감소

•   Japan Aug. Convenience store sales: Japan's convenience store sales fall 5.5% in Aug. amid pandemic

•   Japan Sep. PMI: Japan factory activity struggles to recover as output falls: PMI

•   India Q2 GDP: FDI equity inflows into India decline 60% in Q1 to $6.56 bn: DPIIT

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Coronavirus Cases Rise by Nearly 40,000

•   WSJ: Johnson & Johnson Begins Final-Stage Testing of Covid-19 Vaccine

•   WSJ: Top Government Health Officials Vouch for Covid-19 Vaccination Effort

•   WSJ: Covid-19 Vaccines: What’s Coming and When?

•   WSJ: Supreme Court Plays Bigger Campaign Role for Trump Than Biden

•   WSJ: Fed Officials Maintain Calls for More Government Spending to Support Economic Recovery

•   WSJ: Cleveland Fed Leader Says U.S. Economy Recovering but Still in Deep Hole

•   WSJ: Evans Says He Supports Fed’s Low-Rate Guidance

•   WSJ: One Senator’s Strategy for Containing Chinese Tech Dominance

•   WSJ: TikTok Asks Judge to Halt Trump’s Download Ban

•   WSJ: Some Covid-19 Patients Show Signs of Heart Damage Months Later

•   WSJ: A Robot Beats Humans at Their Own Game—This Time on the Ice

•   WSJ: Nikola’s Talks With Major Energy Firms Stalled Following Short-Seller Report

•   NYT: As China Ages, a Push to Add Elevators Offers a New Kind of Economic Relief

•   WP: Allegations of racism have marked Trump’s presidency and become key issue as election nears

•   WP: House Democrats unveil changes to ‘prevent future presidential abuses’

•   FT: US health officials downplay hopes of pre-election vaccine

•   FT: ‘Garden of England’ set to grow own borders under plan for Kent ports

•   FT: How close is a coronavirus vaccine?

•   FT: The bumpy road to a coronavirus vaccine

•   FT: Pandemic knocks a tenth off incomes of workers worldwide

※   ILO: COVID-19 leads to massive labour income losses worldwide

•   FT: Alexei Navalny discharged from Berlin hospital

•   FT: Sunak scraps Budget to focus on jobs and business support

•   FT: Sunak strategy blown off course by resurgent coronavirus

•   FT: Further restrictions needed to halt Covid, UK scientists warn

•   FT: City of London abandons plans for widespread return to office

•   FT: UK warns of 7,000-truck queues to cross Channel after January 1

•   FT: ECB calls on Brussels to make recovery fund permanent

•   FT: UK economy faces gloomy fourth quarter

•   FT: Thai Protesters to Rally as Lawmakers Weigh Constitution Changes

•   FT: Tesla Sues to Block Trump Tariffs on Imports From China

•   FT: Oil exports to resume from blockaded Libyan port

•   FT: Get Ready for a More Protectionist Europe

•   FT: China’s carbon pledge revives hopes of a climate game change

•   FT: US warns Turkey over failure to pay foreign healthcare debts

•   FT: Italy’s harsh lessons help keep second wave at bay

•   FT: Supreme Court battle complicates Biden’s White House bid

•   FT: Pandemic politics: the rebound of Latin America’s populists

•   FT: Apple set to launch first online store in India

•   Bloomberg: Trump Talks Up Need for Full Court as He Casts Doubt on Election

•   Bloomberg: China Threatens to Kill TikTok Deal Over ‘Dirty’ Trump Tactics

•   Bloomberg: China’s Fragile Retail Recovery Still Rests on Richer Consumers

•   Bloomberg: Oil Trader Says Market Can’t Handle OPEC Production Increase

•   Bloomberg: Even Now, U.S. Oil Drillers Remain Focused on Output Over Debt

•   Bloomberg: Powell Grilled by Congress on How Fed Is Helping Main Street

•   Bloomberg: For Fed’s Disaster Junkie, Pandemic Was One of 99 Bad Scenarios

•   Bloomberg: ECB Must Limit Emergency Powers to Temporary Crises, Mersch Says

•   Bloomberg: Look North for a Central Bank Defying the Fed’s Low-Rate Future

•   Bloomberg: Is the U.S. Recession Over? Official Panel Isn’t Ready to Say So

•   Bloomberg: Huawei Has Sufficient Inventory of Communications Equipment

•   Bloomberg: Kuwait Gets First Moody’s Downgrade Over ‘Liquidity Risks’

•   Bloomberg: Rate Cuts Won’t Cure South Africa’s Skills Shortage, Kganyago Says

•   Bloomberg: Europe’s Dirtiest Coal Plant Owner Told to Talk to Green Groups

•   Bloomberg: Green Bonds Are Flourishing in the World’s Hydrocarbon Hub

•   Bloomberg: End of Loan Holiday Threatens Pain, Defaults for Indian Business

•   Bloomberg: California to Ban New Gasoline Cars by 2035, a First in U.S.

•   Reuters: PM Johnson says UK has a massive package of measures to protect jobs

•   Reuters: China's post-pandemic recovery has severe regional imbalances - survey

•   Reuters: Congress will try again in 2021 on self-driving car reform

•   CNN: Huawei says survival is the goal, as US crackdown hammers business

•   CNBC: Government shutdown: House passes spending bill

•   CNBC: Huawei says Qualcomm applied for a license to sell it chips and the Chinese giant will use them if allowed

•   CNBC: Fed calls for more fiscal stimulus. Four market analysts on what’s ahead for stocks

•   CNBC: President Xi tells UN that China will be 'carbon neutral' by 2060

•   CNBC: Sweden’s high coronavirus death toll could be linked to mild flu seasons, chief scientist says

•   CNBC: What a TikTok exec told the British government about the app that we didn’t already know

•   CNBC: Biden takes aim at wealth inequality as he woos Black voters in battleground North Carolina

•   CNBC: China’s online shopping growth stalls — a sign that economic recovery is slow

•   CNBC: Trump has ‘not been such an honest broker’ on Palestinian statehood, Saudi prince says

•   MarketWatch: This 'stunning and shocking' chart has one Wall Street strategist worried about the stock market's next move

•   Fox News: Team Biden expects Trump to 'lie through his teeth' at debate, insist showdown won’t impact race

•   Daily Mail: Coronavirus cases surge across Canada as health officials warn infections could reach 5,000 per day

•   SCMP: US pork exports to China surge beyond pre-trade war levels

•   SCMP: China-US rivalry: Asian countries fear getting caught in a new Cold War

•   SCMP: China’s economy undergoing ‘two very different recoveries’, study that counters official data says

•   SCMP: China-Australia trade ties remain strong for some businesses despite worsening political relations

•   SCMP: China’s post-coronavirus construction boom shows signs of cooling as steel output slows

•   매경(P1): 기업 옥죄는 집단소송제 전분야 확대

※   법무부: 집단소송제, 징벌적 손해배상 확대 도입을 추진합니다.

•   매경: `기업규제 3법` 혹 떼러 갔다가 `기업질식 법` 뒤통수 맞은 재계

•   매경: 법 시행前 사건도 집단소송 대상…1심은 국민참여재판 가능

•   매경(P1): 월세 최장 9개월 밀려도 상가 세입자 못내보낸다

※   기재부: 제7차 부동산시장 점검 관계장관회의 개최

•   매경: 월세 얼마나 깎을수 있나?…주택 이어 상가임대도 분쟁 불보듯

•   매경: "공시가發 세금폭탄 허리휘는데 월세도 못받나"…상가주인 `부글부글`

•   매경: SKT 빅데이터의 경고 "추석연휴, 코로나 확산 우려"

•   매경: 디스플레이·친환경차 15社 `기업활력법`으로 날개

•   매경: 한은, 코로나피해 소상공인에 8조 추가지원

•   매경: 삼성전자, 5G 핵심기술의 질주

•   매경: "韓비금융사 절반 신용악화…1년이내 부정적 등급 조정"

※   Moody's: Korean nonfinancial companies' credit quality to remain strained with continued weakness in the global economy

•   매경: 재개발 위축될라…서울 임대주택 의무비율 그대로

•   한경(P1): 코로나 국감, 5대그룹 총수 줄소환 예고

※   박지원 두산중공업 회장, 김기남 삼성전자 부회장, 임병용 GS건설 부회장, 한영석 현대중공업 사장, 남준우 삼성중공업 사장, 박문덕 하이트진로 회장, 여민수 카카오 공동대표, 김영섭 LG CNS 사장, 김봉진 우아한형제들 의장, 백종원 더본코리아 대표 등도 증인 신청 명단에 포함

•   한경(P1): 카카오뱅크, IPO 추진…"내년 공모시장 최대어 될 것"

•   한경: "대규모 인구이동 후엔 코로나 대유행 닥쳐…10월 환자 급증할 것"

•   한경: 부동산 정책 한 곳에 모은 통합 사이트 개설

※   국토부: 부동산 정책풀이집

•   한경: [단독] KCC 경영권 공격에 드는 돈…현재 6253억, 상법 개정 땐 444억

•   한경: 노동硏 "코로나로 100명 중 5명 실직"

•   한경: 니켈 배터리 힘 실어준 머스크…LG화학·SK이노가 웃는 까닭

•   한경: 직원 한 명 쓰는데 月534만원 지출

•   한경: 신용대출 금리 반등…年 1%대 상품 사라진다

•   한경: [마켓인사이트] 롯데도 배터리 사업 키운다…두산솔루스에 3000억 투자

•   한경: 삼성전자, 속도 2배 더 빠른 SSD 출시

•   한경: 신안 해상풍력 이익, 주민과 나눈다

•   서경(P1): "기업규제3법, 외인 투자가에 유리한 판 만들어 주는 꼴"

•   서경: 경제부처 장관 출신 5人 "시장 쥐고 흔드는 규제3법...관치경제 빌미될수도"

•   서경(P1): 반포3주구 가구당 ‘4억’ ··· 커지는 재건축부담금 쇼크

•   서경(P1): 폼페이오, 내달초 1박2일 일정 방한

•   서경: 수천억대 베팅···배터리시장 '錢의 전쟁'

•   서경: 코로나 무증상 감염률, 40%냐 5%냐

•   서경: CLSA證 “文정부 기업규제가 韓 가치주 매력 떨어뜨려”

•   조선(P1): 문닫은 공장 비정규직을 직고용하라니…

•   조선: 사라지는 서민주택… 서울 25개구 모두 아파트 평균값 6억 넘었다

•   조선: 금융위 “신용대출, 은행 자율규제에 맡길 것”

•   조선비즈: "4분기도 수주 못하면 내년 대규모 구조조정"… 조선소 직원들의 공포감

•   인베스트조선: 유동성 '땔감' 바닥 보여 가는데...코스피 3000 대망론의 함정

•   인베스트조선: 정부 주도의 '뉴딜펀드', 거대 거품만 남길지도

•   인베스트조선: 너도나도 플랫폼·신재생·바이오…'BBIG' 열풍에 올라탄 기업들

•   중앙: 인텔·AMD는 화웨이 거래하는데…삼성·하이닉스 계속 중단

•   동아(P1): “공정경제 3법 정기국회서 처리”

•   동아: [단독]美 “평양서 ICBM 싣는 신형 TEL 포착”

•   동아: “文대통령-스가 日총리 이르면 24일 첫 통화”

•   문화(P1): “美가 필요로 하는 나라 거의 없어… 韓이 동맹 관리해야”

•   문화: “11월 美대선보다 2022년 韓대선이 ‘동맹관리’에 더 중요”

•   문화: “치솟은 전셋값에… 세입자가 ‘반전세’ 요구하기도”

•   문화: <테슬라發 모빌리티 혁명>5년후엔 인천~여의도 40㎞ ‘하늘나는 차’로 20분만에 간다

•   문화: <테슬라發 모빌리티 혁명>지원도 없는데 규제까지… 국내업계, 세계 미래차 시장 선도 ‘차질’

•   한국(P1): 靑, 가을 개각 위한 인사검증 본격 착수... "추미애 교체도 검토"

•   서울(P1): 국민은 불안한데… 박능후 “상온 노출 10분이내 큰 문제 없을 것”

•   머니투데이(P1): [단독]이재용·정의선·최태원·구광모 '한국형 헤리티지' 설립 논의

•   머니투데이: 석탄·LNG 탄소배출 차등 없애려는 환경부…발전5사 "시기상조"

•   머니투데이: 기업 60% 매출 타격…월세에 쓰러졌다

•   머니투데이: 인프라코어 소송 책임질까…희비 엇갈리는 두산重·인프라코어

•   헤럴드경제(P1): “한국, 서비스기업 규제 대폭 낮춰야”

•   헤럴드경제(P1): 이낙연 “경제3법 기업 의견 들을것”…野중진 “‘기업 장악법’ 되면 안된다”

•   헤럴드경제(P1): “해외 빚투 급증 우려”…금융위 규제책 내놓나

•   헤럴드경제: [헤럴드 기업포럼 2020-크리스토프 앙드레 OECD 한국경제담당관] “포용적 성장기반 강화…韓 경제 불평등 ‘이중구조’ 해소해야”

•   헤럴드경제: [헤럴드 기업포럼 2020-크리스토프 앙드레 OECD 한국경제담당관-성태윤 교수 온라인 화상 대담]“코로나19 잘 헤쳐온 한국…진짜 문제는 급속한 고령화”

•   헤럴드경제: 두산, 전기차 배터리 부품 소재 사업 진출한다

•   헤럴드경제: 백신보다 치료제에 방점 찍은 한국…국내 17건 진행 중

•   파이낸셜뉴스(P1): 유린 당하는 재산권.. 마지노선은 어디인가

•   파이낸셜뉴스: 신기술 대신 반값만 외친 ‘테슬라 배터리’… 국내업계에는 기회 [전기차 대중화 경쟁 가열]

•   파이낸셜뉴스: "한달뒤 완전자율주행? 마케팅용 불과"… 전문가들 회의적

•   파이낸셜뉴스: 코로나 이후 ‘임금 체불’ 노동자 18만명… 절반이 제조·건설업

•   아시아경제(P1): 고사직전 민자사업…12년새 10분의 1토막

•   아시아경제: 빚투의 그늘…반대매매 10년만에 최대

•   디지털타임스(P1): 2차 재난지원금 오늘부터 지급

•   디지털타임스: 한전, 28일 이사회… `베트남 석탄발전` 추진 여부 주목

•   이데일리(P1): 두 얼굴 지역화폐…“상생의 시작” Vs “혈세 먹는 하마”

•   이데일리: 삼성디스플레이 'LCD→QD' 진화…산업부 15개 기업 ‘원샷법’ 적용

•   이데일리: 대주주 요건 3억'發 10조 매도폭탄 초읽기

•   이데일리: 10월 서울 아파트 분양물량도 ‘제로’…공급절벽 ‘현실화’

•   이데일리: “동유럽 원전 영토 넓힌다”…전방위 수주전 나선 한수원

•   연합: UAE 바라카 원전 1호기 원자로 출력 50% 첫 도달

•   연합인포맥스: 두산타워 매각한 ㈜두산, 담보부채권 1천500억 조기상환

•   연합인포맥스: 한신평 "두산그룹, 재무구조 개선에도 사업 불확실성 확대"

※   한국신용평가: 두산그룹: 본격화된 경영 개선안, 신용도 반전의 카드가 될 수 있을까?

•   뉴시스: 동서발전, 8㎿급 '파주 연료전지 발전소' 준공

•   아주경제: [반환점 돈 두산그룹 구조조정](下) 두산건설·인프라코어 원매자 찾기 난항…메카텍 추가매각 가능성↑

•   뉴데일리: 25% 안주 vs 70% 도전… 현대重, 두산인프라 인수 고심깊다

•   뉴스웨이: [현장에서]현대중공업그룹, 두산인프라 인수 가능성 높게 보는 이유

•   일간NTN: 재계, “두산인프라코어 대법원 판결 추석 직후에 난다”

•   WNN: Report sees opportunities for nuclear supply chain

•   에너지경제: [기획] 한전 신재생 발전사업 참여, 그린뉴딜 디딤돌(상)

•   For Construction Pros: Moody's Reports Positive Outlooks for Building Materials and Homebuilder Sectors

•   OilPrice.com: China Ramps Up U.S. Crude Oil Imports As Elections Near

•   OilPrice.com: EIA Sees Global Oil Market Balancing By End-2021

※   EIA: OPEC+ agreement to reduce production contributes to global oil market rebalancing

•   OilPrice.com: Iran And Venezuela Defy U.S. Sanctions In Bilateral Oil Trade

•   CNET: Galaxy S20 FE isn't a revolution in mobile tech, but it's what 2020 calls for

•   CNET: No iPhone 12 release yet. But we may have guessed when Apple will announce it

•   전자신문(P1): 삼성전자 '보급형' 첫 언팩 열고 '갤S20 FE' 시장 확대 노려

•   전자신문: 머리카락보다 얇은 에너지 저장장치…1000번 충전해도 성능 유지

•   Phone Arena: Samsung patents transparent smartphone design

•   Robotics & Automation News: Service robotics market grows by 33 percent in China

•   Robotics Tomorrow: Mobile robot revenues set to grow by 24% in 2020 despite COVID-19 pandemic - Interact Analysis

•   Nikkei Asian Review: Suga wades into turbulent Indo-Pacific diplomacy in Abe's wake

•   Nikkei Asian Review: Japan to ease entry restrictions for all countries, but not tourists

•   Nikkei Asian Review: Fujifilm to seek Avigan approval for COVID as early as October

•   Mainichi: Kuroda says BOJ may extend aid for pandemic-hit firms beyond March

•   Economic Times: Smartphone imports fall, exports rise as local production ramps up

•   Livemint: UNCTAD warns against austerity

•   Hindustan Times: Indian economy to contract 5.9% in 2020 due to Covid-19 disruptions, says UN report

•   Folha de S.Paulo: Brazil Records 809 Deaths and 35,000 New Cases of Covid-19 in 24 Hours

•   Jakarta Post: BI to maintain accommodative policy as GDP set for first annual contraction since 1998

•   Jakarta Post: Indonesia’s annual GDP set to contract for first time since 1998

•   Viet Nam News: Record trade surplus not always a good thing: experts

•   Myanmar Times: Will COVID-19 be the catalyst that kills foreign investment in Myanmar?

[Opinions]

•   Project Syndicate(Brahma Chellaney): China Is Paying a High Price for Provoking India

•   Project Syndicate(Carl Bildt): Europe’s Digital Emergency

•   Project Syndicate(반기문): Returning to Multilateralism

•   Project Syndicate(Huw van Steenis): The Financial Climate Has Reached a Tipping Point

•   Project Syndicate(Arvind Subramanian, Josh Felman): Are Intellectuals Killing Convergence?

•   FT(Editorial Board): Avoiding post-Brexit chaos on the UK border

•   FT(Editorial Board): Private equity’s risky cheap debt move

•   FT(Janan Ganesh): US conservatives expect too much from the Supreme Court

•   FT(Gillian Tett): Why we need to put a number on our natural resources

•   FT(Jamil Anderlini): China is escalating its punishment diplomacy

•   FT(Amy Kazmin): Modi forces through controversial laws under cover of Covid

•   FT(Dominique Mielle): Are markets in a bubble because traders live in one?

•   FT(Ilia Bouchouev): Saudi Arabia and La-La Land

•   FT(Guy Chazan): Angela Merkel stands firm on Nord Stream 2 despite Navalny poisoning

•   FT(Tom Mitchell): China has the upper hand in corporate proxy wars with US

•   FT(Lex): Tesla/Elon Musk: batteries not yet included

•   NYT(Editorial Board): Vladimir Putin Thinks He Can Get Away With Anything

•   NYT(Thomas L. Friedman): Trump’s Motto: Your Money or Your Life

•   NYT(Thomas B. Edsall): Five Things Biden and His Allies Should Be Worried About

•   NYT(Linda Chavez): Democrats, You Can’t Count On the Hispanic Vote

•   NYT(Elizabeth Bruenig): Biden Could Be Our Second Catholic President. It Doesn’t Matter.

•   WP(Dana Milbank): Seven months into the pandemic, Trump’s testing plan enters its second wave of failure

•   WP(Michael McFaul): Trump’s foreign policy report card is full of failing grades

•   Bloomberg(Editorial Board): What Has Trump’s TikTok Drama Achieved?

•   Bloomberg(Noah Smith): Median Household Income Grew More In The '10s Than The '90s

•   Bloomberg(Therese Raphael): U.K. Lockdown: Boris Johnson's Six-Month Covid Plan Carries Heavy Cost

•   Bloomberg(Jonathan Bernstein): What to Look for When Donald Trump and Joe Biden Debate

•   Bloomberg(Jonathan Bernstein): Trump Prepares for Electoral College Tyranny. Will Republicans Follow?

•   Bloomberg(Noah Feldman): Replacing Ginsburg Wouldn't Promise Trump a Contested Election Verdict

•   Bloomberg(Bobby Ghosh): How Biden Could Avoid Obama’s Biggest Iran Mistake

•   Bloomberg(Tim Culpan): China's Blacklist of U.S. Tech Firms Would Show Its Own Weakness

•   Bloomberg(Cathy O'Neil): Coronavirus Vaccine Won't Save Us From Masks

•   CNN(Kent Sepkowitz): Trump's Covid-19 vaccine sales pitch is all sizzle and no steak

•   MarketWatch(Alex Rossides): Making capitalism work better is a perfect job for good old American know-how

•   MarketWatch(Therese Poletti): The TikTok geopolitical soap opera is a confusing mess — even by Trump standards

•   Fox News(Mark Morgan, Peter Navarro): Dangerous Chinese counterfeit goods are pouring into America, here's how we stop it

•   Nikkei Asian Review(Editorial Board): Suga diplomacy needs a vision, with Japan-US alliance at core

•   Nikkei Asian Review(Kathryn Botto): Japan's new leader has narrow window to advance South Korea ties

•   매경(정진택): 그린에너지 기술강국 꿈은 이루어진다

•   한경(이해성): 原電 안전을 문외한에게 맡기겠다는 문재인 정부

•   조선(정성진): 미·중 반도체 전쟁, 졸면 우리가 죽는다

•   경향(박문규): 원전 안전 둘러싼 오해들