Business Intelligence Monitor 200928

(Introduction)

[Markets]

•   Global: Stocks rise to end bitter week, dollar jumps

•   한국: 코스피 기관·개인 매수에 소폭 반등…2,270대 강세

•   한국: 두산그룹주 혼조, 두산중공업 두산솔루스 하락 두산인프라코어 상승

•   Russia: Russian Ruble Tumbles on Second Wave Fears

•   Metals: Copper steadies as market waits for cues from data

•   Grains: U.S. corn, soy futures firm after four days of losses; wheat weak

[Indicators]

•   US Aug. Durable goods orders: Durable-Goods Orders Rise for Fourth Straight Month

•   US Weekly Rig count: Is The Oil Rig Count Collapse Finally Over?

•   US Q3 GDP Nowcast: Sep 25, 2020: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 32.0 percent — September 25, 2020

•   UK Aug. Car production: UK car output falls 44% in August as orders dry up

•   China Aug. Industrial profits: China's industrial profits grow for fourth straight month

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: TikTok Awaits Judge’s Ruling on Whether U.S. Can Ban Downloads

•   WSJ: TikTok’s Fate Coming to a Head

•   WSJ: Beijing Frets Over Losing Control of TikTok as It Debates App’s Fate

•   WSJ: U.S. Sets Export Controls on China’s Top Chip Maker

•   WSJ: Investors Ramp Up Bets on Market Turmoil Around Election

•   WSJ: Bonds Are Beating Stocks in Topsy-Turvy 2020

•   WSJ: Some States Loosen Dining Restrictions Despite Rising Coronavirus Cases

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

•   WSJ: Chinese Companies Head Home to Raise Money, as Beijing’s Relations With U.S. Fray

•   WSJ: China’s Export Machine Looks Inward as Global Risks Rise

•   WSJ: Economy Week Ahead: Factories, Consumer Spending and Employment

•   WSJ: How South Korea Successfully Managed Coronavirus

•   NYT: Battles Over Voting Rules Fuel Concern About Postelection Fights

•   NYT: How Trump and Biden Are Courting the Catholic Vote

•   NYT: Trump Announces Barrett as Supreme Court Nominee, Describing Her as Heir to Scalia

•   NYT: Barrett’s Record: A Conservative Who Would Push the Supreme Court to the Right

•   NYT: China Gives Unproven Covid-19 Vaccines to Thousands, With Risks Unknown

•   NYT: Trump’s Taxes Show Chronic Losses and Years of Income Tax Avoidance

•   NYT: Voters Believe Winner of Election Should Fill Court Vacancy, Poll Shows

•   NYT: Obamacare Returns as Galvanizing Issue After Ginsburg Death, Barrett Nomination

•   NYT: By Lowering the Debate Bar for Biden, Has Trump Set a Trap for Himself?

•   NYT: China Gives Unproven Covid-19 Vaccines to Thousands, With Risks Unknown

•   WP: Trump, White House demand FDA justify tough standards for coronavirus vaccine, raising concerns of political interference

•   WP: Biden leads Trump in new Washington Post-ABC News poll.

•   WP: Airline industry facing worst job losses in history

•   WP: It’s dangerous when the minority party rules everyone else

•   WP: The big questions on Amy Coney Barrett

•   WP: Amy Coney Barrett, Trump’s nominee, lacks the gravitas of RBG.

•   WP: Trump involvement in business deals is break from past

•   WP: U.S. tells Iraq it’s planning to pull out of Baghdad embassy

•   FT: Nations divided as Europe battles to contain virus surge

•   FT: France rejects UK ‘intimidation’ on post-Brexit deal

•   FT: Madrid defies Spanish government’s call for tougher Covid restrictions

•   FT: Marseille rebels against restrictions as city becomes France’s Covid hotspot

•   FT: #RepublicofThailand trends as protesters maintain push on monarchy

•   FT: How Trump has already transformed America’s courts

•   FT: Destruction of value in US real estate revealed

•   FT: Swiss voters reject nationalist proposal to curb immigration

•   FT: EU officials debate Brexit threat to dual London listings

•   FT: Top US companies increase donations to Democratic groups

•   FT: EU companies warned of 700,000 job losses in no-deal Brexit

•   FT: Nikola founder bought truck designs from third party

•   FT: Indian farmers block railway lines and roads to protest agricultural reforms

•   FT: Is the UK’s booming housing market heading for a bust?

•   FT: Brexit teams race against clock as trade talks enter final straight

•   FT: Brazil’s IPO market on track for biggest year since 2007

•   FT: China’s Golden Week to test tourist demand after Covid-19

•   FT: Will US jobs growth continue to weaken?

•   FT: Global carmakers bet on China’s electric vehicle rebound

•   FT: US oil groups grow less fearful of a Biden presidency

•   FT: Study suggests few Americans have Covid-19 antibodies

•   FT: Government estimates 100,000 people in England had coronavirus last week

•   FT: Brussels to appeal against court decision quashing Apple tax order

•   FT: UK public finances continue on path to record peacetime deficit

•   FT: Debt collectors bulk up to deal with US loan defaults

•   FT: Europeans return to workplace but reduce leisure activity

•   FT: Lock down your finances for the coming storms

•   FT: Private equity-owned companies win access to UK emergency funds

•   FT: ‘Every week is an ordeal’: Johnson under pressure over Brexit and lockdown

•   FT: Investors flee US junk bond funds as concern for the economy grows

•   Bloomberg: Biden Has Upper Hand Over Trump in Debate Expectations Game

•   Bloomberg: Top Iron Ore Shipper Says Rally May Cool as Risks Lie in China

•   Bloomberg: Tesla’s $25,000 Car Doesn’t Worry Its Biggest Rivals in China

•   Bloomberg: Xi Stays Course on Xinjiang Policies Despite International Furor

•   Bloomberg: Emerging Markets on Edge as Goldman and Deutsche Bank Flag Risks

•   Bloomberg: China’s Carbon Target Moves Big Economies Into Radical Climate Consensus

•   Bloomberg: Nuclear Power Wants to Hitch Fortune to the Hottest New Fuel

•   Bloomberg: China’s Carbon Neutrality Goal is Good Policy and Good Politics

•   Bloomberg: Pelosi Says Democrats Will Make New Aid ‘Proffer’ to Mnuchin

•   Bloomberg: Biggest Independent Oil Trader Sees Price Gains Unlikely in 2020

•   Bloomberg: Asia Trounces Europe, U.S. With Surprise Blockbuster Deals Spree

•   Bloomberg: China’s Rebound Lost Momentum in September, Early Data Show

•   Bloomberg: Belarus Protests Continue as Macron Says Lukashenko Must Go

•   Bloomberg: Tussle for ECB’s Last Big Job for Years Becomes Two-Man Race

•   Bloomberg: BOE’s Tenreyro Sees ‘Encouraging’ Evidence on Negative Rates

•   Bloomberg: ECB’s Lagarde Warns Against Withdrawing Fiscal Stimulus Too Soon

•   Bloomberg: How the U.K. Is Joining Nations Fighting to Save Jobs

•   Bloomberg: Americas’ Economic Winner Is Landlocked Nation Helped by Farming

•   Bloomberg: India’s President Endorses Farm Law That Cost Modi an Ally

•   Bloomberg: ECB’s Visco Not Counting on Positive Surprise on Virus Fight

•   Bloomberg: Treasuries Face High Bar for Yield Liftoff in Calmest-Ever Trade

•   Bloomberg: November Election: Joe Biden-Donald Trump Latest Poll Data for Presidential Vote

•   Bloomberg: Villeroy Says ECB Should Consider Tweaking Its Inflation Goal

•   Bloomberg: Eskom Problems Latest: Union Seeks Action After Probe of COO Jan Oberholzer

•   Reuters: Johnson & Johnson COVID-19 vaccine produces strong immune response in early trial

•   Reuters: Exclusive: AstraZeneca gets partial immunity in low-cost EU vaccine deal

•   Reuters: Global COVID-19 death toll could hit 2 million before vaccine in wide use - WHO

•   Reuters: Positive COVID-19 test rates top 25% in some U.S. Midwest states

•   Reuters: Fed's policymakers diverge on outlook for inflation, economy

•   CNN: Trump says the economy is booming. He's right -- but you don't feel it

•   CNN: Economists are growing more worried about the recovery. Blame Congress

•   CNN: Premarket stocks: Here's more evidence the US jobs recovery has stalled

•   CNN: Who's hiring? These companies

•   CNBC: Chinese electric car start-up Xpeng shows off new flying vehicle

•   CNBC: Unemployment benefits? Stimulus checks? Aid measures are in limbo as people’s bills are still due

•   CNBC: China's military power implications for American companies, investors

•   CNBC: Jim Cramer says Nvidia is a buy here, cites 'unstoppable' potential of Arm acquisition

•   CNBC: Thousands protest coronavirus restrictions in central London

•   CNBC: United Arab Emirates introduces equal pay in the private sector

•   MarketWatch: What stock-market investors will be watching for in first Trump-Biden debate

•   MarketWatch: These charts show one possible silver lining of the pandemic

•   Fox News: Biden compares Trump to Nazi propagandist Joseph Goebbels

•   Fox Business: Biden to Democrats: Focus on health law, not court expansion

•   Business Insider: Economic outlook: JPMorgan cuts US GDP forecast on lack of stimulus - Business Insider

•   SCMP: Taiwan’s job market outlook shines bright after containing Covid-19

•   SCMP: Taiwan seduces European investors seeking to dodge US-China trade war and coronavirus

•   SCMP: American diplomats in Hong Kong want to meet local officials or politicians? Get permission from Beijing’s foreign ministry, new directive demands

•   SCMP: Slow pace of Chinese economic reform could push EU into taking tougher stance

•   SCMP: Coronavirus: China can’t reopen while Covid-19 mortality rate remains so high, expert says

•   SCMP: China’s Xi urges revival of old rural distribution system to boost economy and enhance ‘ties with rural masses’

•   SCMP: US elections: Who is better for the stock markets of China and Hong Kong, a Democrat or Republican president?

•   SCMP: China’s Xpeng unveils a flying car prototype in its debut at the premier trade show of the world’s largest vehicle market

•   SCMP: China’s two-speed economic recovery leaves migrant workers and small businesses lagging behind

•   Global Times: China’s carbon neutrality goal to advance global schedule by 5-10 years

•   매경(P1): "연내 ILO 핵심협약 비준"…정부, 재계에 최후통첩

•   매경: "규제법 철회" 기업 호소엔 귀닫고…정부 "채용 늘려달라"

•   매경(P1): 서초구 `1주택자 재산세` 25% 깎아준다

•   매경: "왜 서초구만…우리도 재산세 깎아달라"

•   매경: 文정부 임대사업 장려 틈타…한명이 753채 보유

•   매경: "北 사과했지만…여론 악화에 남북경색 피할수 없어"

•   매경: 베트남·러시아 하늘길 다시 열린다

•   매경: 서비스업 87% "비대면 소비 늘면 매출 악영향"

•   매경: 달라진 현대車노조…임금보다 일자리 지키기

•   매경: 코스피 급락 유발한 기관…연말까지 더 팔듯

•   매경: [Science] 기름 없는 자동차·기차 달린다…꿈을 현실로 만드는 `수소`

•   매경: [Science] 친환경 수소 만드는데 이산화탄소 다량 발생…수소의 역설 해결해야

•   매경(P1): 공룡이 된 금융노조…금융감독까지 관여

•   매경: 브레이크 없는 `勞治금융`…행장인사·라임징계도 개입

•   매경: 현직 노조위원장이 與 최고위원 맡아…노조추천 이사제 등 현안 밀어붙일듯

•   매경(P1): [단독] `환매중단 리스크` 사모펀드 3조원 달해

•   매경: `국감 단골손님` 기업인은 봉?…증인 신청했다 취소 구태 재연

•   매경: 中반도체 굴기 `풍전등화`…韓 반사이익 기대

•   매경: 헷갈리는 유보소득세 기준…`자본금`·`자기자본` 용어 혼용

•   매경: 美ITC, LG화학·SK이노 배터리판결 연기

•   매경: 3200만 화소 전면 카메라 탑재…MZ세대 홀리는 갤럭시S20 FE

•   매경: 삼성전자 3분기 영업이익 `10조원` 넘어서나

•   한경(P1): 벌금에 민·형사 책임까지…기업 '삼중 처벌'에 떤다

•   한경: 형사처벌도 센데 손해배상으로 더 때려…코너 몰리는 기업인들

•   한경: 직원이 잘못해도 같이 처벌…'교도소 담장 위 걷는' CEO들

•   한경: 사업주 산재 처벌수위…한국 '세계 최고' 수준

•   한경(P1): 부유층 재테크' 논란 국민연금, 추후 납부 10년으로 기간 제한

•   한경: [단독] 정부 '면역여권' 추진…격리 없는 해외 여행길 열리나

•   한경: 상법 '독소조항' 문제 없다는 김태년

•   한경: 태풍에 원전 정지…원인은 '전기 불꽃'

•   한경: [단독] 서울 첫 '분양가 상한제' 아파트…더 로또 됐다

•   한경: 주택 거래 급감에…중개업소 휴·폐업 늘었다

•   한경: 10년간 리모델링 6만4479건…'재건축 규제' 2017년 이후 급증

•   한경(P1): 총수 지분 '0%'인데…사익편취 도구라는 정부

•   한경: "총수일가와 무관한 315社도 잡겠다"…정권 바뀌자 돌변한 공정위

•   한경(P1): [단독] 월세, 사상 처음으로 전세 앞질렀다

•   한경: 비수도권도 전세물량 60% 급감…세종은 전셋값 20% 뛰었다

•   한경: 거래절벽 속…'마용성' 20억 넘는 신고가 속출

•   한경: 특고 실업급여는 로또?…4.5만원 내고 559만원 받는다

•   한경: 비대면 거래 늘어도…현금 쌓아두는 선진국

※   한국은행: [보도참고자료] 코로나19가 주요국 화폐 수요에 미치는 영향 및 시사점

•   한경: KB금융 "화력발전 투자·대출 더는 안한다"

•   한경: 서울 소상공인 10명 중 9명…"하반기 매출도 줄어들 것"

•   한경: 박용만 "달리면서 충전되는 버스 놀라워"

•   한경: 삼성·애플 스마트폰 '가을 대전' 막오른다

•   한경: 제철 만난 '애플 수혜주'…아이폰12 출시 앞두고 꿈틀

•   한경: 10년간 코스피 49조 판 개미들…올들어 10개월 만에 모두 회수

•   한경: "내년 SOC 예산 30兆로 늘려야"

•   한경: [마켓인사이트]두산인프라코어, SPV 지원받는다…회사채 1200억 발행

•   서경(P1): 셀트리온 3사 합병···지주사 체제로 전환

•   서경(P1): 국민·우리銀·카뱅...줄줄이 신용대출 죈다

•   서경: [단독] 새 아파트 분양가보다 비싼 전세 속출 ···"가을이 두려워"

•   서경: 전기·수도요금도 못내는데···한국GM, 직고용·파업 압박까지

•   서경(P1): "해외 투기자본에만 총칼...기업도 방패줘야"

•   서경: "해외투기자본, 카르텔 구축해 공격 불보듯...의결권 제한 풀어야"

•   서경: 대법원 '패싱'하고 집단소송법·상법개정안 밀어붙인 법무부

•   서경: 페이스북, A·B주 나눠서 의결권 차등...佛은 보유기간따라 추가 의결권 인정

•   서경: "외국기업이 소송 걸면 영업비밀 내주고 압수수색 받을 판"

•   서경(P1): 반도체 소부장, 특허소송 늪 빠지나

•   서경: 인력난에 속타는 중기..."외국인 노동자 신규입국 제한 풀어달라"

•   서경: [시그널] 현금 8000억 쌓은 현대重, 두산인프라코어 베팅 나설까

•   서경: 현실화된 공급절벽...서울 대어분양 안갯속

•   서경: 물 만난 공정위 '올드보이'... 대기업 사외이사 대거 포진

•   조선(P1): 만행이라더니...김정은 “미안” 한마디에, 반색하고 나선 文정부

•   조선(P1): 전국 유흥시설 추석때 문 못연다

•   조선: “미국, 北 SLBM 실물 포착”

•   조선: “어라, 재난지원금이 50만원 적게 들어왔네”

•   조선(P1): 사과 이틀만에 돌변한 北… “영해 침범말라” 엄중경고

•   조선(P1): 국민이 죽었는데...文정부, 北에 책임 안묻고 “긍정평가”

•   조선: 폼페이오 이어 中왕이도 내달 방한 추진

•   조선: ‘빚투’ 열풍에… 금융당국, 증권사 신용대출도 규제 검토

•   조선: [단독] 예산정책처 “태양광·풍력발전 보조금, 2022년엔 2017년 대비 2.4배 증가한 3조8000억 달해”

•   조선: [영상] ‘테슬라표 배터리’의 진실은? 5문답으로 알아보았다

•   조선비즈: 전기요금 얼마나 인상할까? 국감 이슈 떠오른 전기료...김종갑 한전 사장 답변은?

•   조선비즈: 15년만에 중단된 한은 금통위원 간담회… "코로나 핑계로 불통"

•   조선비즈: 한은 “코로나19 재확산에 세계경제 개선 둔화”

•   조선비즈: 차세대 디스플레이 핵심기술 업체 인수한 中 BOE… "LG 따라갈까, 삼성 따라갈까"

•   인베스트조선: SK·채권단·금융사로 점철된 M&A 시장…가장 분주했던 CS

•   중앙: “주식 버리겠다” 반기 든 동학개미에 화들짝 놀란 민주당

•   중앙: [inter-view] “대기업 징벌해야 세상 좋아져? 그건 경제민주화 허구”

•   중앙: “3기 신도시 서울 도심까지 30분, 주택 수요 분산 기대”

•   동아(P1): 상온 노출된 독감 백신, 최소 224명에 접종

•   동아: 통일부, 남북협력사업 지속 여부에 “신중 검토”

•   동아: [단독]서욱 국방장관, 피살 발표 전날 靑 3번 다녀가

•   동아(P1): 다중대표소송제에 떠는 중견기업 지주사들

•   동아: [단독]지주사 체제 잘 갖추고, 기업규모 작을수록 ‘줄소송 위협’ 노출

•   문화: “北, 文비전 맞춰 평화 추구할 생각 없어… 그게 그들 본성”

•   문화: “대주주요건 3억 완화땐 폭락장”… 동학개미 뿔났다

•   한국(P1): [르포] '산업화 주역' 포항철강산단, 코로나로 반세기만에 쓰러질 판

•   세계(P1): 소상공인 새희망자금, 첫날 72만명 몰렸다

•   세계: 일찍 결혼해 2명 이상 낳는 베트남… 女 10명 중 7명 ‘일한다’ [연중기획 -인구절벽 뛰어넘자]

•   경향: “비싼 스마트폰 부담스러워” 달아오르는 중저가폰 시장

•   머니투데이(P1): 포퓰리즘 방패' 한국형 재정준칙 나온다

•   머니투데이: 정치에 휘둘리는 나라곳간…法으로 열쇠채운다

•   머니투데이: 한국·터키 빼고 다 있는 재정준칙…코로나로 '유연성' 강화 추세

•   머니투데이: 있는 법도 못지키는데…재정준칙 실효성 있을까

•   머니투데이: "제주사람도 고향 안 가는데…" 추석연휴 30만명 몰린다

•   머니투데이: 4차에 추월당한 1·3차 추경사업…집행률 21% 어떻게 짰길래

•   더벨: 매각 무산 두산건설, 새 원매자 나타날까

•   헤럴드경제(P1): 문정부 3년간 ‘대기업 타깃’ 세무조사 2배 급증

•   헤럴드경제(P1): [헤럴드 뷰] 네이버·카카오의 ‘IT 바벨탑’ 그 끝은…

•   헤럴드경제: “300만→3조” 100만배 성장…카카오공화국은 ‘현재진행형’

•   헤럴드경제: 구글+아마존=IT 녹색 공룡?…안 뻗은 곳 없는 ‘네이버 월드’

•   헤럴드경제: 3災에 증시 출렁·투심 위축…“10월 중순까지 조정 불가피”

•   헤럴드경제: 상임위 논의 ‘0’…공정거래법 얼렁뚱땅 입법?

•   파이낸셜뉴스(P1): 고삐풀린 카드론.. 소상공인 빚폭탄

•   파이낸셜뉴스: 전세금 못올리게 된 집주인들 "집수리 못해줘"

•   파이낸셜뉴스: 두려워 않는 오너의 '책임경영', 수조원 R&D투자로 이어졌다 [젊은 오너들 R&D경영]

•   파이낸셜뉴스: SPV, 비우량 회사채·CP 1조5천억 매입…연말까지 더 늘린다

•   파이낸셜뉴스: 국가산단, '스마트그린산단'으로 탈바꿈한다

•   파이낸셜뉴스: 정치가 끌고가는 탈원전 정책… 효과도 못보고 재정부담만 늘었다 [겉도는 신재생에너지 정책]

•   아시아경제(P1): 빛바랜 '빚투'…하루 반대매매 300억, 9년만 최대

•   아시아경제: 일단 지르고 보는 부동산 정책…효과는 없고 분쟁만 쌓여

•   아시아경제: "동네슈퍼 방문 늘고, 백화점 줄어"…빅데이터로 본 코로나19 업종별 변화

•   디지털타임스(P1): GVC재편 느끼지만… 기업 절반 "준비도 못했다"

•   이데일리(P1): 국민 8명 중 1명꼴 소송 중인데…기업 상대 소송 부추기는 정부

•   이데일리: 위헌 논란에도 설익은 규제 쏟아져…`소송폭탄` 직면한 재계

•   이데일리(P1): 증시 호황에 IPO 흥행까지…스톡옵션 부여 `쑥`

•   이데일리: [마켓인]두산인프라코어 예비입찰 D-day…후보군 누가 참여할까

•   이데일리: 정부는 독려·여당은 금지…석탄발전 수출 당정 엇박자에 기업들 '분통'

•   연합: 전경련 "트럼프 vs 바이든, 누가 돼도 美자국우선주의 심화"

•   뉴시스: 한전, '베트남 화력발전 사업' 미룰 듯…28일 이사회 안건서 빠져

•   뉴스핌: 두산퓨얼셀, 그룹내 비중 커진다…인프라코어 자리 꿰차고 '새 캐시카우' 기대

•   뉴스1: 석탄발전은 해외 수출도 금지해야?…"환경·수익성 둘 다 놓칠 수도"

•   뉴스토마토: (CEO동향)주택 전문가 두산건설 김진호…주택 사업 실적 '급락'

•   비즈니스포스트: 두산밥캣, 미국 주택시장 호황에 힘입어 3분기 매출반등 가능

•   아시아투데이: 한전, 해상풍력사업 참여 ‘잰걸음’… “모두에 도움되는 방향으로 추진”

•   녹색경제: 두산그룹, "두산인프라코어 급하게 팔 필요없다"...속도조절

•   녹색경제: ‘해체산업’ 키운다는 한수원, 전문가들 “현실성 없다”

•   오마이뉴스: "문도 안 연 삼척석탄발전소 때문에 맹방해변이 죽는다"

•   미디어펜: 건설기계업계, '똑순이'·맞춤형 마케팅 통한 경쟁력 강화 박차

•   Power Engineering: Session by session: the complete POWERGEN+ schedule Sept. 29-30

•   Power Engineering: Siemens to build hydrogen production plant in Bavaria

•   reNews: Renewables 'resilient' to Covid-19 impacts

•   reNews: German renewables hits 'almost 50%' of consumption

•   FuelCellsWorks: World’s First Hydrogen-Electric Flight of a Commercial Airplane Uses Fuel Cell System from PowerCell Sweden

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

•   에너지경제: 충남 등 5개 시도, 국회·정부에 '화력발전세 인상' 공동건의

•   에너지경제: 민간발전사 '고사 직전, 전력 거래 수수료 낮춰달라'

•   에너지경제: 원전 부품기업 지원 펀드, 실제 투자는 '0원'

•   에너지경제: 서부발전, 친환경 복합발전설비 ‘소·부·장 국산화’ 본격화

•   에너지데일리: 제3차 국가 기후변화 적응대책안' 공청회 28일 개최

•   에너지데일리: “태양광 계통 미접속 심각… 송전망 확대 시급하다”

•   이투뉴스: RE100 도입 위한 세부계획 연내 마무리

•   For Construction Pros: 10 Big Construction Stories Last Week: Pandemic Processes Here to Stay

•   OilPrice.com: 3 Reasons To Be Bearish On Oil

•   OilPrice.com: Russia Remains China’s Top Oil Supplier

•   OilPrice.com: Gulf Nations Are Desperate For Higher Oil Prices

•   OilPrice.com: Can Germany Solve The Nord Stream 2 Dispute?

•   OilPrice.com: Iran Significantly Boosts Oil Exports Despite Sanctions

•   OilPrice.com: Is Iraq Turning Its Back On The OPEC Deal?

•   OilPrice.com: Biden Fracking Ban Could Cripple New Mexico’s Oil Industry

•   MINING.com: Renewables may see a boost under a Biden presidency – report

•   전자신문: 재무제표엔 안 잡히는 코로나19 치명타 업종? 빅데이터는 알고 있다.

•   전자신문: 지원금 효과 끝물' 지난달 카드실적 평년수준 회복…소비형태 '고액소건화'로

•   Robotics & Automation News: Delivery vehicles moving to electric ecosystem

•   Robot Report: Robotic Coffee Master from OrionStar and Cheetah Mobile begins serving customers

•   로봇신문: 지난해 전문 서비스 로봇 시장 전년대비 32% 성장

※   IFR: IFR presents World Robotics Report 2020

•   로봇신문: ABB "코로나 불구하고 글로벌 로봇 시장 전망 밝아"

•   Nikkei Asian Review: China to gauge Suga's stance with Wang Yi visit to Japan

•   Nikkei Asian Review: Japanese chipmaker Kioxia to delay IPO amid US-China tensions

•   Nikkei Asian Review: Xi has first call with Suga; no mention of Japan visit

•   Nikkei Asian Review: Suga 'ready to meet Kim Jong Un without any conditions'

•   Economic Times: BJP loses its two oldest allies within a year

•   Economic Times: RBI likely to maintain status quo in upcoming policy review

•   Livemint: Trump hopes India, China would be able to resolve border differences

•   Business Standard: S&P affirms India's 'BBB-' rating; says space for fiscal stimulus limited

•   Folha de S.Paulo: Close to 140 thousand Deaths, Brazil Registers 818 Covid-19 Deaths

•   Jakarta Post: 5G to contribute 9.3% to Indonesia’s 2030 GDP: Study

•   Jakarta Post: Income gap expected to widen in economic crisis

[Opinions]

•   Project Syndicate(Andrew J. Nathan): The Heart of the New Cold War

•   Project Syndicate(Jan-Werner Mueller): Democrats Must Finally Play Hardball

•   Project Syndicate(Xizhou Zhou): China’s Inevitable Low-Carbon Future

•   Project Syndicate(Stephen S. Roach): The Vise Tightens on the Dollar

•   Project Syndicate(Jean Pisani-Ferry): Europe’s Recovery Gamble

•   Project Syndicate(Nancy Birdsall): The Curse of Falling Expectations

•   FT(Editorial Board): EU recovery fund should endure beyond the crisis

•   FT(Editorial Board): Retail investors shun bargain Britain

•   FT(Rana Foroohar): Concentrated power in Big Tech harms the US

•   FT(Wolfgang Münchau): Complacent insiders sow the seeds of their own demise

•   FT(Michael Mackenzie): Low rates and lofty stocks offer case for alternatives

•   FT(Merryn Somerset Webb): Now is a time of bubble companies, not of market bubbles

•   FT(Jamie Powell): UK investors hunker down amid rising virus worries

•   FT(Camilla Cavendish): Scaremongering will damage the UK’s fragile economy

•   FT(Anjana Ahuja): Let’s be clear on policy trade-offs over a second wave of Covid

•   FT(Mike Cherry): Sunak’s lifeline for small businesses is welcome but insufficient

•   FT(Tim Harford): What exactly is a ‘lockdown’?

•   FT(Sophie Huynh): Why good news could be bad news for Big Tech

•   FT(Lex): Hydrogen/aviation: coming clean

•   WSJ(Kimberley A. Strassel): Getting to Know 2020 Joe

•   WSJ(Scott Gottlieb, Mark McClellan): Trump Can Take Credit for Vaccine Progress but Shouldn’t Rush It

•   WSJ(John O. McGinnis, Michael B. Rappaport): Trump’s Judges Will Bring America Together

•   NYT(Paul Krugman): Trump’s Stalinist Approach to Science

•   NYT(Frank Bruni): Will Trump’s Presidency Ever End?

•   NYT(Ross Douthat): The Meaning of Amy Coney Barrett

•   NYT(Ross Douthat, Michelle Goldberg, Jamelle Bouie): A Battle Over the Battle for the Supreme Court

•   NYT(Michelle Cottle): Will Amy Coney Barrett Cost Republicans the Senate?

•   NYT(David Jiménez): There’s a Simple Reason Spain Has Been Hit Hard by Coronavirus

•   NYT(Timothy Egan): Joe Biden’s Stutter Is His Superpower

•   NYT(Kim Phillips-Fein): Is Amy Coney Barrett Joining a Supreme Court Built for the Wealthy?

•   NYT(Allison Herren Lee): Big Business’s Undisclosed Climate Crisis Plans

•   NYT(Roger Cohen): Trump’s Corona Coronation

•   NYT(Lara Bazelon): Amy Coney Barrett Is No Ruth Bader Ginsburg

•   WP(Editorial Board): The Senate should ignore Amy Coney Barrett’s nomination

•   WP(David Ignatius): Just ahead of the election, Pompeo is pressuring Iraq’s leader and raising tensions with Iran

•   WP(David Von Drehle): A storm is coming for Donald Trump

•   WP(Paul Waldman): Trump tries one more pre-election scam

•   WP(Kathleen Parker): What Amy Coney Barrett has in common with Ruth Bader Ginsburg

•   WP(Josh Rogin): Trump’s TikTok deal would only make the problem worse

•   WP(Helaine Olen): Let’s hope Trump’s plans to steal the election are as effective as his legislative agenda

•   WP(Alexandra Petri): Some best-case scenarios for the election!

•   WP(O. Carter Snead): I’ve known Amy Coney Barrett for 15 years. Liberals have nothing to fear.

•   WP(Ruth Marcus): The micro-thin silver lining in the Amy Coney Barrett nomination

•   WP(The Ranking Committee): Supreme Court ranking: Who will Trump pick, and will Democrats pack it?

•   WP(ohn Garvey): I taught and worked with Amy Coney Barrett. Here’s what people get wrong about her faith.

•   WP(Jackson Diehl): Joe Biden doesn’t have a perfect foreign policy record. But unlike Trump, he’s learned from his mistakes.

•   Bloomberg(Tyler Cowen): Will Pandemic Normal Become Just Plain Normal?

•   Bloomberg(John Authers): A Bigger Stocks Dilemma Lies Beyond the Pandemic

•   Bloomberg(Julian Lee): Oil Heavyweights Look Ready for a Showdown

•   Bloomberg(Therese Raphael): Rishi Sunak's Germany-Lite Jobs Plan Has a Few Holes

•   Bloomberg(Noah Feldman): Amy Coney Barrett Deserves to Be on the Supreme Court

•   Bloomberg(Cass R. Sunstein): There’s Room for Surprises From Amy Coney Barrett

•   Bloomberg(Michael R. Strain): Don’t Let Politics Strangle Virus-Economy Relief

•   Bloomberg(Stephen L. Carter): Trump and Biden Make Too Big a Deal of TikTok

•   Bloomberg(Reuben Abraham): India Needs to Copy China Better

•   Bloomberg(Danielle DiMartino Booth): Mortgage Refinancing Boom Is Too Automated

•   Bloomberg(Timothy L. O'Brien): Elections Aren’t the Only Things Trump Thinks Are Rigged

•   Bloomberg(Michael Schuman): China Is Carrying a Small Stick

•   CNBC(Frederick Kempe): World sees historic test of U.S. democracy in November elections

•   CNN(David Axelrod): US election 2020 (opinion): Pressure is heavier on Trump in debate with Biden

•   CNN(Kristen Clarke et al): Opinion: Trump's Supreme Court pick is a perfect choice for half of America

•   CNN(Richard Galant): Opinion: Donald Trump's biggest challenge comes on Tuesday

•   CNN(Lanhee J. Chen): Opinion: President Trump, here are three tips for besting Biden at the debate

•   MarketWatch(Mark Hulbert): Here’s how stocks typically perform in October and why you may want to buckle up

•   MarketWatch(Paul Brandus): For investors, there’s really no template for our coming election turmoil

•   MarketWatch(Dana Anspach): Should you change your investments because it’s an election year?

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

•   MarketWatch(Debbie Carlson): After underperforming the stock market for years, alternative energy is red hot

•   한경(오승렬): 중국의 '기술굴기'가 어려운 이유

•   한경(한상춘): 동학개미' 싹 잘리면 집값 다시 불붙는다

•   중앙(유종민): 기후변화 정책, 일부 이익보다 원칙이다

•   경향(사설): 원전 집단 멈춤 사고, 태풍의 소금기 때문이라고 하지만