[Markets]
• 한국: 코스피 낙폭, 유독 큰 까닭은
[Indicators]
• US Aug. Leasing and finance index: New Leasing Volume Drops 23%: ELFA
• US Aug. New home sales: U.S. New-Home Sales Climb to 1 Million Rate, Fastest Since 2006
• US Weekly Jobless claims: High Jobless Claims Suggest Slowing in Labor Market’s Recovery
• Germany·France Sep. Business confidence: Business confidence on rise in Germany and France
• 한국 2분기 금융안정지수: 한은 “실물경제는 중병, 부동산만 펄펄… 14년만에 최대 괴리”
• 한국 2분기 건설공사 계약: 2분기 건설공사 계약 63조7000억… 전년동기비 13% 증가
• 한국 9월 소비자동향: 거리두기 강화로 소비심리 5개월만에 위축…집값 전망도↓
• 한국 주간 아파트 가격(감정원): 7·10대책 11주째…떨어지지 않는 서울 아파트값
• Japan Aug. Department store sales: Japan department store sales down 22% in Aug. amid virus spread
• Brazil Aug. Employment: Unemployment Increased 27.6% in Four Months of Pandemic, Says IBGE
• Mexico Benchmark rates: Mexico Slows Rate Cut Pace as Easing Cycle Nears End
• Turkey Benchmark rates: Turkey’s Unexpected Rate Rise Gives Lira a Lift
• COVID-19: Johns Hopkins University Live Updates
[News]
※ The IMF is due to release its latest World Economic Outlook on Oct. 13
• CNBC: Economist Stephen Roach issues new dollar crash warning, sees double-dip recession odds above 50%
• Fox Business: Dollar's recent direction points to Biden win
• SCMP: If coronavirus unmasked Donald Trump’s hostility to China, could a Joe Biden presidency contain it?
• SCMP: China unveils ‘strategic emerging industries’ plan in fresh push to get away from US technologies
• SCMP: China’s rapid yuan rise and wave of hot money inflows prompt concerns of asset bubbles and inflation
• 매경(P1): 귀닫은 與, 대형마트 규제 5년 연장
• 매경: "입법 속도 최고인 한국…法 허술함도 최고"
• 매경: 상가임대차·대학등록금반환법 국회 통과
• 매경: "반대매매 어쩌나"…빚투 개미들 `좌불안석`
• 매경: 현실 동떨어진 배출권 기준…속타는 업계
• 매경: "전기차 배터리 2025년까지 공급과잉"
• 매경: 서울 주택 취득세 3년간 50% `껑충`
• 매경: "추석대목인데 손님보다 상인이 더 많아요"
• 한경(P1): "얼음 많다고 '50억 소송' 당한 스타벅스…남의 일 아니다"
• 한경(P1): 주주권 강화하는 한국…경영자율 높이는 미국
• 한경(P1): "문재인 정부 부동산정책 재산권 침해"
• 한경: 김태년 "공정경제 3법 정기국회 내 마무리"
• 한경: 코스피 하락'에 베팅하는 기관들
• 서경: 정부 재난지원금 '사각지대' 메우는 지방정부
• 조선(P1): 기름까지 부어… 北, 비무장 민간인에 만행
• 인베스트조선: 반년 만에 부활 시도 두산그룹, 버블 올라탄 ‘개미’가 살린다
• 인베스트조선: 뉴딜 '올인'하는 금융지주…경영진은 생색, 주주는 부담
• 중앙: 고비 넘긴 두산 “올해 숙제는 다 끝냈다”
• 동아(P1): 文대통령, 스가와 첫 통화… “징용문제 최적 해법 찾자”
• 문화(P1): “이중처벌에 불소급 원칙 위배… 집단소송제 위헌 소지”
• 문화: “드론산업, 규제로 걸음마 상태”
※ 전경련: 드론 산업 현황과 과제
• 세계(P1): 업체선정서 배송까지… 백신 공급 부실투성이
• 경향(P1): 서울·강남4구·세종 아파트, 실제가치보다 최고 2배 비싸
• 머니투데이(P1): 철거비용만 2000만원…폐업도 맘대로 못하는 사장님
• 머니투데이(P1): 빚투' 조장하는 금리인하 압박?…"고금리 뜯는 '약탈적 금융'"
• 머니투데이: 걱정했던 재택근무, 시행해보니 만족…"기업 67% 업무 좋아졌다"
• 머니투데이: 화웨이 긴급 발주…삼성전자 3Q 영업익 10조 '눈앞'
• 머니투데이: 500만명분 독감백신 폐기 가능성…'제2 마스크 대란' 오나
• 더벨: 인프라코어 매각 예비입찰, 누가 참여할까
• 헤럴드경제(P1): 신촌 연대앞 삼거리 1층 치킨집이 망했다
• 헤럴드경제: ILO 핵심협약 비준 ‘초읽기’…노조법 개정안 보완 목소리 커져
• 헤럴드경제: 한국동서발전, 그린뉴딜 박차…‘파주 연료전지 발전소’ 준공
• 파이낸셜뉴스(P1): '좀비기업' 역대최대… 빚만 175兆 줄도산 위기
※ 한국은행: 「금융안정 상황」(2020년 9월)
• 파이낸셜뉴스: 국내 금융기관 해외투자 486조, ‘코로나 리스크’ 종합 관리 시급
• 아시아경제(P1): 외국계 완성차 3사 고사 직전…협력사 유동성 쇼크 위기
• 아시아경제: 박용만 회장 작심비판 "정치권, 기업시계 30년전 멈춰있어"
• 디지털타임스(P1): 韓 성장률 -0.9%로 소폭 상향… S&P "아태 국가 서서히 회복"
• 이데일리: [마켓인]두산그룹 경영개선안, 하락세인 신용도 반전시킬까
• 뉴시스: 제주 한동리 해녀들 “해상풍력 조성사업 결사 반대”
• 뉴스토마토: [IB토마토]'국면 전환' 두산인프라코어 M&A…2색 매력 통할까
• 뉴스웨이: 정비사업 대형건설사들 독점時代…기수주 사업지도 불안
• Power Engineering: Report: Nuclear, flexibility needed in future renewables-led powergen sector
• 에너지경제: 대통령까지 나선 해상풍력사업, 곳곳 주민 반대로 '진통'
• 에너지데일리: “기후변화 아닌 기후위기다” 여야 한목소리
• 전기신문: RE100 시행 준비 ‘이상 무’
• Equipment Journal: Volvo equips compact wheel loaders with high-speed driveline
• For Construction Pros: Today’s Compact Excavators Pack in Power and Versatility Once Only Available on Larger Machines
• For Construction Pros: Report: Failure to Fund Infrastructure Projects Detrimental to U.S. Economy
• OilPrice.com: How Saudi Arabia Put OPEC's Future At Stake
• OilPrice.com: Are Small Scale Plants The Future For LNG?
• OilPrice.com: China’s Clean Energy Pivot Could Be The Death Knell For Coal
• OilPrice.com: Maintaining Oil Production Is The Top Priority For U.S. Drillers
• OilPrice.com: How Big Is The Carbon Footprint Of The World's Richest 1%?
• MINING.com: Poland gets closer to coal phase-out
• Robotics & Automation News: Kassow Robots launches the 7-axis lightweight cobot KR1018
• Nikkei Asian Review: California ban on gas-fueled cars spells trouble for Japan automakers
• Nikkei Asian Review: Suga tells Moon strained Japan-South Korea ties can't be neglected
• Economic Times: Free Trade Agreement: Indo-US trade deal unlikely in next 4 years: Former White House economic adviser
• Folha de S.Paulo: Brazil Reaches 4.6 Million Cases of Covid-19 and Approaches 140 thousand Deaths
[Opinions]
• Project Syndicate(Francisca Tondreau): How Climate Targets Can Help Economic Recovery
• Project Syndicate(Hans-Werner Sinn): Europe’s Green Dirigisme
• Project Syndicate(Ana Palacio): The EU Merry-Go-Round
• FT(Editorial Board): Sunak’s support plans pose tough choices for business
• FT(Editorial Board): The US Senate and its duty to justice
• FT(Editorial Board): China’s emissions target is a leap forward
• FT(Philip Stephens): Why autocrats are lining up for Donald Trump
• FT(Gillian Tett): The next financial crisis may be coming soon
• FT(Edward Luce): Joe Biden’s low bar for debating Donald Trump
• FT(Martin Sandbu): Strategic indecisiveness is fatal in a pandemic
• FT(David Pilling): An African at the WTO’s helm would fit its free trade instincts
• FT(David Baran): Japan’s problems with shareholder voting underscores need for reform
• FT(Inigo Fraser-Jenkins): Pension funds cannot afford not to buy more stocks
• FT(Lex): UK business/Sunak: the age of anxiety
• FT(Lex): Siemens Energy: Kaeser kraft
• WSJ(Daniel Henninger): Biden Can’t Duck Trump’s Court
• WSJ(Karl Rove): Here We Go Again: Debates Start Tuesday
• WSJ(Joseph C. Sternberg): If You Lose an Election, You Probably Deserve It
• WSJ(Tomas J. Philipson): No Need to Sweat Covid Vaccination Rates
• NYT(Michelle Goldberg): Trump Wants You to Think You Can’t Get Rid of Him
• NYT(Spencer Bokat-Lindell): What Have We Learned About Coronavirus Immunity?
• NYT(Adrian Zenz): China Has a New Plan to Tame Tibet
• WP(Max Boot): Trump is the worst threat to our democracy since the 1930s
• WP(Jennifer Rubin): Here’s why Biden’s lead is big and could get bigger
• WP(Marc A. Thiessen): Biden won’t talk about the Supreme Court — because he knows it’s a winning issue for Trump
• WP(Michael Gerson): Trump’s strategy is not to win. It’s to invalidate the election results.
• Bloomberg(Justin Fox): Bankruptcies and Startups Tell Unusual Tale in Covid-19 Recession
• Bloomberg(Noah Smith): Trump’s Election Threat Threatens the Economy Too
• Bloomberg(Andy Mukherjee): Modi Bets the Farm in a Gamble to Relaunch India's Economy
• Bloomberg(John Authers): This Bout of Stock Market Angst Looks Much Darker
• Bloomberg(Chris Bryant): California Ban on Gasoline and Diesel Cars Can't Happen Quickly Enough
• Bloomberg(Ferdinando Giugliano): Second Pandemic Wave: What Is Italy Doing Better than Spain, France, U.K.?
• Bloomberg(Karl W. Smith): Trump's Supreme Court Nominee Could Be Good for Economic Growth
• Bloomberg(Lionel Laurent): Coronavirus Lockdowns: Working From Home Is Not Shirking It
• Bloomberg(Adam Minter): Is Donald Trump Losing Farm Country?
• Bloomberg(Faye Flam): Is Covid-19 Airborne? The Answer May Not Matter to CDC Guidance
• CNBC(Ron Insana): For the first time ever, a recession could end with a bear market
• CNN(Frida Ghitis): Opinion: The only sure way to prevent Trump from killing democracy
• CNN(Edgar K. Marcuse): Will the public trust a Covid-19 vaccine?
• MarketWatch(Daniel Newman): Disappointed by Tesla’s Battery Day? The electric-car maker has been winning by playing the long game
• 전자신문(이재영): 수소산업 육성과 주민 수용성
No comments:
Post a Comment