Business Intelligence Monitor 200930

(Introduction)

[Markets]

•   Global: Equities slip, bonds rise ahead of U.S. presidential debate

•   US: Micron Shares Fall After Chipmaker Halts Shipments to Huawei

•   한국: 코스피, 기관 매수에 소폭 상승…2,320대로

•   한국: 개미 5조 쐈지만...상승날개 6개월만에 꺾였다

•   Metals: Copper prices under pressure from inventories and dollar

•   Grains: Soybeans ease as rapid pace of U.S. harvest weighs, wheat falls

[Indicators]

•   US Jul. Case–Shiller home price: U.S. Home-Price Growth Picks Up Pace Amid Pandemic Buying Rush

•   US Aug. Goods trade balance: U.S. August Goods-Trade Gap Widens to Record on Jump in Imports

•   US Sep. Consumer confidence: Consumers Grow More Confident About U.S. Economy

•   Eurozone Sep. Economic sentiment: Eurozone economic confidence rises at slowest pace for five months

•   Germany Sep. CPI: German Inflation Further Below Zero Bolsters Stimulus Case

•   UK Aug. Mortgage approvals: UK mortgage approvals soar to 13-year high in August

•   한국 8월 산업활동: 코로나 재확산에 서비스업 5개월만에 감소…음식·숙박 직격탄

•   한국 주간 매수우위지수: 여기는 최저가, 저기는 신고가… "서울 부동산시장 멈췄다" [부동산 매수우위지수 급락]

•   Japan H1 Land prices: Japan land prices fall for first time in 3 years amid pandemic - Nikkei Asia

•   Japan Aug. Car production: Japan automakers' Aug. global output down 12% but recovery seen

•   India Sep. Power demand: September power demand up 3% over last year as economic activity gains pace

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Cases Tick Up in New York as U.S. Infections Edge Down

•   WSJ: Manhattan Offices Are Nearly Empty, Threatening New York City’s Recovery

•   WSJ: Who Is Dying From Covid-19? Why?

•   WSJ: U.S. Retail Bankruptcies, Store Closures Hit Record in First Half

•   WSJ: How China Is Taking Over International Organizations, One Vote at a Time

•   WSJ: In First Debate, Trump and Biden to Compete for Few Persuadable Voters

•   WSJ: Cities Experiment With Remedy for Poverty: Cash, No Strings Attached

•   WSJ: Trump Would Double Down on Tax Cuts in Second Term

•   WSJ: BP Bets Future on Green Energy, but Investors Remain Wary

•   WSJ: Disney to Lay Off 28,000 Workers as Disneyland’s Reopening Unclear

•   WSJ: JPMorgan Paying $920 Million to Resolve Probes

•   NYT: Tax Records Reveal How Fame Gave Trump a $427 Million Lifeline

•   NYT: Trump Deflects Questions About Taxes, but First Debate Has a New Issue

•   NYT: How Barrett and the Court Fight Are Influencing Swing Voters

•   NYT: Biden and Trump’s First Debate: What to Watch For

※   美 동부시간 21시(한국시간 10시) 시작 (Live 방송 링크)

•   NYT: Trump, Biden and ‘Made in U.S.A.’: Same Refrain, Varying Notes

•   NYT: How Coal-Loving Australia Became the Leader in Rooftop Solar

•   WP: China under Xi Jinping feels increasingly like North Korea

•   WP: Joe Biden and his wife, Jill, paid nearly $300,000 in federal income taxes, newly released returns show

•   WP: Trump’s Supreme Court choice meets with GOP senators as Republicans fast-track nomination

•   WP: Pelosi, Meadows say they’re hopeful new economic relief deal is within reach

•   WP: Chris Wallace says he wants to be ‘invisible’ as debate moderator. Will Trump let him?

•   FT: Oil traders rush to invest billions into renewables

•   FT: The battle for Ohio: Trump tries to retain edge with working class

•   FT: FDA chief stands by vaccine approval criteria despite Trump pressure

•   FT: Kuwait emir Sheikh Sabah dies aged 91

•   FT: South Korea’s IPO market set for best year since 2017

•   FT: Spain to unveil new national rules for imposing coronavirus controls

•   FT: UK, Canada impose sanctions against Belarus president

•   FT: UK records highest daily number of coronavirus cases

•   FT: BoE ‘mixed messages’ keep everyone guessing on negative rates

•   FT: How likely is a US-Taiwan trade deal?

•   FT: Energy and the US election: What you need to know

•   FT: Brussels urged to revolutionise rules for Big Tech companies

•   FT: Pandemic condemns 38m to poverty in east Asia, World Bank warns

※   World Bank: From Containment to Recovery: Economic Update for East Asia and the Pacific, October 2020

•   FT: Chinese Communist party asserts greater control over private enterprise

•   FT: Sunak will struggle to meet Tory election pledges, warns IFS

•   FT: Fears of a disputed US election fuel market volatility bets

•   FT: German car industry counts cost of Covid and technological change

•   FT: Investors unnerved by rise of political risk in Thailand

•   FT: Turkey’s support role complicates latest Nagorno-Karabakh flare-up

•   FT: Upbeat bond market at odds with banks over scale of Covid risks

•   FT: Whistleblower warned EY of Wirecard fraud four years before collapse

•   Bloomberg: U.S. Senate Advances Spending Bill to Avert an Oct. 1 Shutdown

•   Bloomberg: Trump Tax Returns Show President’s Exposure to Foreign Influence

•   Bloomberg: Cash Tidal Wave Gives Asia Best Ever Third-Quarter Share Sales

•   Bloomberg: Gasoline Trouncing Diesel in Asia Amid Uneven Demand Recovery

•   Bloomberg: Xi Jinping’s Tech Wonderland Runs Into Headwinds

•   Bloomberg: China’s Coal Industry Unflinching Over 2060 Zero-Carbon Goal

•   Bloomberg: Total Sees Oil Demand Peaking Around 2030 as World Goes Green

•   Bloomberg: Japan’s Offshore Wind Backers See Clean Heir to Coal, Nuclear

•   Bloomberg: Carbon Border Tax Emerges in EU as Weapon to Protect Green Deal

•   Bloomberg: Rejoining Paris Would Be Easy for Biden. The Hard Part Is Averting Climate Disaster

•   Bloomberg: Trump, Biden Campaigns Spar Over Earpieces Before Debate

•   Bloomberg: Mass Airline Layoffs in Swing States Would Further Imperil Trump

•   Bloomberg: Democrats Pressure Trump Court Pick Barrett on Election Recusal

•   Bloomberg: Trump’s Jobs Record Fell Short of Promises Even Before the Virus

•   Bloomberg: The Man Who Didn’t Want to Be a Trump Fed Governor

•   Bloomberg: New York Region Sees 40% Bankruptcy Surge, Braces for More

•   Bloomberg: Threat of Venezuela Sanctions Has Reliance Buying Canadian Crude

•   Bloomberg: AMLO Has a Grand Plan to Transform Mexico, on the Cheap

•   Bloomberg: Quarles Says Central Banks Played Role in Treasuries Strains

•   Bloomberg: BOJ’s Expanded Bond-Buying Sees Companies Curbing Long-Term Debt

•   Bloomberg: Germany Says EU’s Massive Stimulus Package at Risk of Stalling

•   Bloomberg: Bailey Says BOE Hasn’t Yet Reached a Judgment on Negative Rates

•   Bloomberg: Policymakers Should Have Freedom to Lift Rates, Kaplan Says

•   Bloomberg: U.K. Set for Tax Hikes as Bigger State Seen Outlasting Covid

•   Bloomberg: Turkey Sees Fast Economic Rebound in 2021 as Pandemic Dissipates

•   Bloomberg: Merkel Reins In Partying as Europe Struggles With Virus Flare-Up

•   Bloomberg: China’s Too-Big-to-Fail Real Estate Giant Pulls Back From Brink

•   Reuters: Moderna COVID-19 vaccine appears safe, shows signs of working in older adults - study

•   Reuters: NY Fed's Williams sees about three years for full U.S. recovery

•   Reuters: China's 'dual-circulation' model not a short-term response to COVID-19, U.S. frictions: adviser

•   CNN: Brexit is back and the stakes are higher than ever

•   CNBC: Nokia wins 5G deal with BT after Huawei was banned from UK networks

•   CNBC: 5 charts show how much the U.S. and Chinese economies depend on each other

•   CNBC: GM extends talks on $2 billion deal with Nikola after fraud, sexual assault allegations surface against Trevor Milton

•   CNBC: JPMorgan predicts a 10% rally for the S&P 500

•   CNBC: UBS says you should buy gold now

•   MarketWatch: Ahead of tonight's debate, Biden leads Trump by 3.6 points in swing-state polls

•   MarketWatch: Here's how the stock market tends to perform after the first presidential debates

•   MarketWatch: Want to bet on the presidential debate? For the first time ever in the U.S., you can do it legally

•   SCMP: China looks beyond GDP growth rate as Beijing outlines five-year plan and 2035 vision amid rivalry with US

•   SCMP: US-China relations: Beijing should contain ‘extreme nationalism’, ex-diplomat warns

•   SCMP: Coronavirus: more countries host final trials of Chinese-made vaccines

•   SCMP: US-China trade: soybeans, corn and cars surge, but Beijing still not close to meeting demands of deal

•   SCMP: Chinese banks cut saving rates on foreign currencies to record lows amid global coronavirus fallout

•   SCMP: China’s EV makers pour billions of dollars into research, output and marketing to catch up with Tesla on their home turf

•   SCMP: China and world at risk of financial turmoil greater than 2008 crisis, ex-finance minister warns

•   SCMP: iPhone 12 production at China factory ramps up to 24 hours a day ahead of new model launch

•   Global Times: China's self-sufficient domestic chipmaking sector picking up steam

•   매경(P1): [단독] 與 "대주주 양도세 강화 재검토하라"

•   매경: 할아버지·손자까지 주식 합산…논란많은 대주주 요건 손볼듯

•   매경(P1): 자산가들, 稅폭탄 피해 해외 부동산 찾아간다

•   매경: 취득·종부세 없는 美부동산 쇼핑 행렬…"한국서 매일 20건씩 문의"

•   매경: 똑같이 35억집 추가로 샀지만…서울·베벌리힐스 첫해 세금 5.7배差

•   매경(P1): 구글, 콘텐츠앱에 수수료 30% 부과

•   매경: 은행, 펀드도 대출처럼 한도제한 한다니…

•   매경: 부동산 투자처 찾는 자금 400억弗…데이터·물류센터 인기 뜨거워질것

•   매경: 월가 빅샷 인사이트, 추석때 즐겨보세요

•   매경: 아무도 못간 길…상온 작동 양자컴퓨터 도전

•   매경: 지자체 8조 SOC사업 본격 시동건다

•   매경: 그렇게 말려도…추캉스족 96만명 공항行

•   한경(P1): 부동산 전문가 90% "추석 이후 전셋값 더 오를 것"

•   한경: "신축 아파트·재건축·꼬마빌딩 눈여겨봐야"

•   한경: "거래세 내리고 서울 핵심지 공급 확대를"

•   한경: "내년까지 집값 상승세 지속…투자한다면 강남4구와 마·용·성"

•   한경(P1): 與서도 '기업규제 3법' 신중론

•   한경: 삼성 다시 스마트폰 1위…화웨이와 격차 확 벌렸다

•   한경: 수소 생산 광촉매 성능 획기적 높인 UNIST

•   서경(P1): 4,900억 받고 3,000억 납세···해도 너무한 상속증여세 폭탄

•   서경: 과도한 상속·증여세가 탈법 조장...富의 해외유출 부채질도

•   서경(P1): 이마트 "올 신입 채용 안한다"···유통업 위기에 27년만에 처음

•   서경: [단독]고가 3억 오를때 저가 816만원 ↓···'집값 양극화' 역대 최악

•   서경: 잡힌다더니···40년된 아파트 전세도 신고가

•   서경: 은행에 1억 맡겨도 한달 6만원도 못받아···예금금리 0.81% 역대 최저

•   서경: 국채발행 한도 기준, 총발행→순발행액으로

•   서경: 코로나 완치자 91% "후유증 있다"

•   조선(P1): 나랏빚 증가 막는 ‘재정 준칙’ 제정, 與 반대로 연기

•   조선: 기재부 초안엔 ‘채무비율 60%’… 與, 그마저도 반대

•   조선: 野땐 재정건전화법까지 내더니… 與 “재정준칙? 그런거 필요없다”

•   조선(P1): 北사령부 사살 지시… 현장지휘관 “정말입니까”

•   조선: 유엔 “北, 핵탄두 소형화에 성공”

•   조선: 감사원, 추석 후 원전 감사결과 발표 검토

•   조선비즈: [추석 이후 부동산] ①不敗가 된 서울 아파트… “매매·전세·청약 모두 식지 않을 것”

•   동아(P1): ‘상온 노출’ 백신 접종 873명

•   동아: ‘상온노출’ 백신접종 자고나면 늘어… 예방사업 부실 민낯

•   문화(P1): 美 “北 변화없이 韓·美만으론 대화 재개할 수 없다”

•   문화: 美, 文 종전선언 제안에 ‘先비핵화 원칙’ 재확인한 셈

•   문화: “월성 1호기 가동했다면 작년 韓電 2900억 절약”

•   문화: 현대차, 新모빌리티 첫 프로젝트 ‘걸어다니는 차’

•   국민(P1): “한세기에 올까말까 감염병 재난 상황”… 추석 방심땐 와르르

•   한겨레: 국내 대기업 온실가스 배출 얼마나 줄였을까?

•   경향(P1): 일거리가 늘었다는 건, 누군가 또 문을 닫았다는 것

•   경향: 전기차 전환·탈석탄 가속…‘친환경’은 선택 아닌 생존의 필수조건 [기후변화와 산업 재편]

•   경향: “석탄으로 돈 버는 기업엔 투자하지 않겠다”는 큰손들

•   머니투데이: [단독]"지역화폐는 화폐 아닌 상품권"…못 박은 한국은행

•   더벨: 두산건설 논현동 사옥, 결국 이지스운용 품으로

•   헤럴드경제(P1): 한일경제인, 스가 내각이후 첫 만남

•   헤럴드경제: 한일 재계 ‘코로나 이후’ 공급망 협력 논의

•   헤럴드경제(P1): “경제3법 재계 입장 당당히 주장하라”

•   헤럴드경제: 투자속도 내는 KDB인베…두산인프라·한진重에 ‘동시 눈독’

•   파이낸셜뉴스(P1): 집콕族이 키운 언택트 소비… 쿠팡서 한달새 2兆 썼다

•   파이낸셜뉴스: 신한금융, 네오플럭스 최종 인수

•   아시아경제(P1): 오늘부터 전월세전환율 '2.5%의 혼란'

•   아시아경제(P1): [르포]"이번 추석이 마지막 명절 영업입니다"

•   아시아경제: 국내 '소부장' 위협하는 일본…한 달에 한 번꼴 특허소송

•   아시아경제: 코로나19 위기 겪으며 싱가포르 '로봇 발전' 가속화

•   아시아경제: 대기업 연말 인사, 앞당겨 위기 대응

•   아시아경제: 추석 후 증시는…박스피 장세 뒤 '찬란한 가을' 올까

•   뉴시스: "원전 수출 성공 이끌어야"…한수원, '원자력 기관 간담회' 개최

•   뉴시스: 서울 6억 이하 아파트 '반토막'…집값 상승 '불씨' 되나

•   비즈니스포스트: "현대중공업이 두산인프라코어 사면 현대건설기계와 시너지 가능"

•   글로벌이코노믹: 자율車 시대에 몸집 커지는 '전력반도체' 잡아라

•   reNews: Renewables jobs hit 11.5 million worldwide

•   Renewables Now: Plug Power to produce green hydrogen with power from Brookfield Renewable

•   FuelCellsWorks: Milestone for Green Hydrogen: Heraeus Launches New Electrocatalyst

•   에너지경제: 탈석탄 가속화 하는 배출권 할당...2023년까지 석탄·LNG 분리

•   KHL: Doosan excavators prepare Spanish site for next stage

•   Equipment Journal: Caterpillar’s new D9 dozer - Equipment Journal

•   Equipment World: Construction equipment financing third largest in 2019 new business volume

•   Construction Equipment: Doosan Bobcat Wins Innovation Award

•   For Construction Pros: Construction Equipment Market to Reach $180 Billion by 2030

•   OilPrice.com: Is California’s Gasoline Car Ban Legal?

•   OilPrice.com: Solar Could Be Europe’s Top Power Source In 5 Years

•   OilPrice.com: The World's Largest Oil Traders Don't Expect Prices To Rise Until 2021

•   MINING.com: China EV ambitions threat to entire US auto industry – report

•   Phone Arena: Factories are running around the clock to build your new 5G Apple iPhone 12

•   Phone Arena: iPhone 12 production may not peak until Q1 2021, new models may feature a superior 5G architecture

•   Phone Arena: More iPhone 12 5G details leak ahead of possible event date reveal next Tuesday

•   Hannover Messe News: DHL Logistics Trend Radar announces formative logistics trends

•   Robotics & Automation News: Hitachi begins testing of 5G powered industrial IoT solutions

•   Nikkei Asian Review: This is the Asian Century: Seven reasons to be optimistic about it

•   Nikkei Asian Review: Abe always saw Suga as one to carry his policy torch - Nikkei Asia

•   Nikkei Asian Review: Suga and Putin affirm goal of peace treaty based on 1956 declaration - Nikkei Asia

•   Hindustan Times: India among worst performing economies in world; stimulus inadequate: Abhijit Banerjee

•   Folha de S.Paulo: Brazil Reaches 142 thousand Deaths by Covid-19, Shows Press Consortium

•   Moscow Times: How Will a Second Wave Affect Russia’s Economy?

•   TASS: Over 3,000 people vaccinated against coronavirus in Moscow

•   Jakarta Post: Analysis: Anticipating economic challenges after COVID-19

•   Jakarta Post: 100,000 retail workers on brink of furlough as consumption free-falls

•   Jakarta Post: PLN subsidiary to test biomass mixing on 15 coal power plants in 2020

[Opinions]

•   Project Syndicate(Nouriel Roubini): Why Biden Is Better Than Trump for the Economy

•   Project Syndicate(Elmira Bayrasli, Bill McKibben): Climate Crunch Time

•   Project Syndicate(Yu Yongding): Decoding China’s “Dual Circulation” Strategy

•   Project Syndicate(Ngaire Woods): Multilateralism Will Survive the Great Fracture

•   Project Syndicate(Claudia Sahm, Elmira Bayrasli): Does Inflation Matter Anymore?

•   Project Syndicate(Mónica Araya): The Internal Combustion Bust

•   FT(Editorial Board): Good policy and good luck explain Africa’s low virus toll

•   FT(Martin Sandbu): Atlanticism will remain in retreat, whoever wins the US election

•   FT(Sarah O'Connor): Be bold like FDR and create jobs directly

•   FT(Robin Harding): Cities are too resilient to be killed by Covid

•   FT(Joshua Wong): Business must keep pushing for freedom in Hong Kong

•   FT(Lex): Negative interest rates/BoE: from zero to hero

•   WSJ(John Bolton): China Needs to Answer for Its North Korea Policy

•   WSJ(Holman W. Jenkins, Jr.): Your Covid Cribsheet, Updated

•   WSJ(Walter Russell Mead): The EU Isn’t Built to Lead

•   WSJ(William A. Galston): Make America Trust Elections Again

•   WSJ(Heather Wilson): Pentagon Can Help Beat China in 5G

•   WSJ(Barton Swaim): Supreme Court Switcheroo? That’s Show Biz

•   NYT(Editorial Board): The Picture of a Broken Tax System

•   NYT(Paul Krugman): Trump’s Debt, His Future and Ours

•   NYT(Bret Stephens): Meet a Secret Trump Voter

•   NYT(Michelle Goldberg): Does Donald Trump Need a Bailout?

•   NYT(Jamelle Bouie): There’s a Reason the Election of 1800 Still Sings Out to Us

•   NYT(Spencer Bokat-Lindell): What Have We Learned From Trump’s Tax Revelations?

•   NYT(Johnny Harris, Nicholas Kristof, Adam B. Ellick): How America Lost 200,000 Lives to Covid-19

•   WP(Editorial Board): Trump’s taxes are full of red flags. He must disclose all his financial affairs.

•   WP(Max Boot): More top Republicans are abandoning Trump

•   WP(Eugene Robinson): Democrats need to put an expiration date on the Republican Senate

•   WP(Paul Waldman): The Republican strategy for every Supreme Court nominee: Hide what you believe

•   WP(Greg Sargent): When Trump attacks Biden at the debate, his scam will hit rock bottom

•   WP(Megan McArdle): Running for president was the worst business decision Trump ever made

•   WP(Alexandra Petri): Do we really need to count all the votes? Brave Republicans are asking.

•   WP(Katrina vanden Heuvel): Trump paid less in taxes than a schoolteacher or a nurse

•   WP(Vanita Gupta): Trump doesn’t decide who wins the election. We do.

•   WP(Benjamin L. Ginsberg): How Trump’s evidence-free attacks on elections damage the Republican Party

•   Bloomberg(Editorial Board): Trump-Biden Debate Preview: Best Questions

•   Bloomberg(Editorial Board): End the Stalemate Over Coronavirus Relief

•   Bloomberg(Daniel Moss): India's Central Bank Is Stuck in a Halfway House

•   Bloomberg(John Authers): Pandemic Markets Can Find Lessons in History

•   Bloomberg(Therese Raphael): Brexit Calculus Is Changed Dramatically by Covid

•   Bloomberg(Ramesh Ponnuru): Amy Coney Barrett Is No Threat to Obamacare

•   CNN(David A. Andelman): Is Donald Trump leading America toward a Belarusian model presidency?

•   CNN(Michael D'Antonio): Opinion: Turns out Trump is not a 'winner' after all

•   CNN(John Avlon): Opinion: Trump's puny $750 tax bill proves he's right — the system is broken

•   CNN(John Avlon): Opinion: Why Trump can't afford to lose this election

•   MarketWatch(Satyajit Das): 3 ways the COVID-19 pandemic has changed buying a home and getting a mortgage — for the better

•   Fox News(Greg Gutfeld): Gutfeld on Trump's third Nobel nomination

•   Fox Business(Brian Brenberg): At first presidential debate Biden's dilemma on the economy is Trump's opportunity