Business Intelligence Monitor 201030

(Introduction)

[Markets]

•   Global: Stocks rally to pare weekly loss; oil falls further

•   US: Corporate bond market wavers ahead of US election

•   한국: 코스피 0.8% 하락…기관·외국인 대량 매도

•   한국: 두산그룹주 엇갈려, 두산밥캣 3%대 하락 두산중공업 두산퓨얼셀 상승

•   Metals: Copper falls as demand concerns resurface

•   Grains: Corn and wheat hit two-week lows as coronavirus fears weigh

[Indicators]

•   US Q3 GDP: U.S. Economy Recovered Significant Ground in Record Third-Quarter GDP Rebound

※   BEA: Gross Domestic Product, Third Quarter 2020 (Advance Estimate)

•   US Sep. Pending home sales: U.S. Pending Home Sales Retreat for First Time in Five Months

•   US Weekly Jobless claims: U.S. Jobless Claims Fall to Lowest Level Since Start of Coronavirus Pandemic

•   US Weekly Bloomberg consumer comfort index: U.S. Consumer Comfort Falls to Eight-Week Low Amid Virus Surge

•   Eurozone Oct. Economic sentiment: Five-month recovery of euro zone sentiment ends in October

•   Eurozone Benchmark rates: ECB signals more easing ahead as Lagarde warns of worsening outlook

※   ECB: Monetary policy decisions

•   UK Sep. Mortgage approvals: UK mortgage approvals rise to highest levels since 2007

•   한국 2019년 임금근로자 부채 : 또 늘어 4245만원… 빚더미 월급쟁이

•   한국 9월 사업체노동력: 9월 상용노동자 24만명 감소…“한국 경제 선방”도 무색

•   한국 9월 미분양주택: 전세난-공급 감소에… 서울 미분양 54채뿐

•   한국 주간 아파트 가격(감정원): [아파트 시황] 강남4구 보합에도 서울 아파트값 상승

•   Japan Sep. Retail sales: Japan's retail sales fall for seventh straight month hurt by coronavirus

•   Japan Oct. Consumer confidence: Japan consumer confidence keeps improving in Oct. as virus fears ease

•   Japan Benchmark rates: BOJ’s Kuroda Says Will Act If Needed Amid High Virus Uncertainty

※   BOJ: Statement on Monetary Policy

※   BOJ: Outlook for Economic Activity and Prices (October 2020, The Bank's View)

•   India Sep. Fiscal account: India's April-Sept fiscal deficit at Rs 9.1 lakh crore

•   India Sep. Core industry production: Hope of recovery as core sector fall narrows to 0.8% in Sept vs 7.3% in Aug

•   Brazil Sep. Employment: Brazilian Economy Created Record Number of Jobs in September

•   IHS Markit Oct. PEG Engineering and Construction Cost Index: Construction Costs Index Falls in October

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Europe’s Covid-19 Cases and Deaths Are Climbing, a Warning for the U.S.

•   WSJ: Fury Over New Covid Lockdowns in Europe Threatens Compliance

•   WSJ: Dearth of Credit Starves Detroit’s Housing Market

•   WSJ: Trump Embraces GDP Growth, as Biden Warns That U.S. Is Still in a ‘Deep Hole’

•   WSJ: China Stresses Reliance on Its Own Technologies in Five-Year Plan

•   WSJ: Apple’s Sales Rise in Pandemic, but Pressure Remains for Breakout Holiday Season

•   WSJ: Google Parent’s Stock Soars on Gangbuster Earnings

•   WSJ: Amazon Sales Surge Amid Pandemic-Driven Online Shopping

•   WSJ: Facebook Earnings Report Shows Continued Strength

•   WSJ: In Battleground Pennsylvania, Fracking and Renewables Compete to Be the Future of Energy

•   WSJ: Chip Firm Marvell to Buy Rival Semiconductor Company in $10 Billion Deal

•   NYT: Why Trump’s Closing Argument on Coronavirus Clashes with Science and Voters

•   NYT: U.S. Coronavirus Cases Surpass 9 Million With No End in Sight

•   NYT: Biden’s Call for ‘National Mask Mandate’ Gains Traction in Public Health Circles

•   NYT: Turkish Bank Case Showed Erdogan’s Influence With Trump

•   NYT: North Carolina Poll Shows Biden and Cunningham Hold Slim Leads

•   NYT: Joe Biden's Advisers Come from the Obama White House

•   NYT: Texas Is a Tossup. So Why Won’t Trump or Biden Campaign There?

•   NYT: Facing Gap in Pennsylvania, Trump Camp Tries to Make Voting Harder

•   NYT: Miles Taylor, a Former Homeland Security Official, Reveals He Was ‘Anonymous’

•   WP: Unrest in Philadelphia after police kill a Black man roils the presidential campaign

•   WP: U.S. unveils more sanctions on Iran and sells off Iranian oil for terrorism victims fund

•   WP: The 3 most likely paths to victory for Biden and Trump, in maps

•   WP: Pelosi and Mnuchin, once Washington’s Odd Couple, publicly disavow economic relief talks -- and each other

•   WP: The Finance 202: Trump failed to deliver a Rust Belt revival, imperiling his reelection chances

•   WP: Polls on the 2020 election: How they work and what's different from 2016

•   FT: Scientists warn of new coronavirus variant spreading across Europe

•   FT: US allows sales of chips to Huawei’s non-5G businesses

•   FT: EU budget deadlock as countries and parliament fail to strike deal

•   FT: Merkel decries attempts to play down Covid-19 as irresponsible

•   FT: China turns to domestic demand to power economy

•   FT: Calls grow for national lockdown as Covid cases rise in England

•   FT: IMF urges UK to keep spending to tackle pandemic crisis

•   FT: ECB to gobble up more debt next year than governments can sell

•   FT: What’s driving the EU on rules of origin?

•   FT: How China is helping exporters around the world

•   FT: China’s Sinopec to accelerate push into hydrogen energy

•   FT: Volkswagen returns to profit on Chinese recovery

•   FT: Taiwan’s UMC pleads guilty to US charges of trade secret theft

•   FT: Distressed debt investors still await rich pickings from pandemic

•   FT: Three killed by knifeman in French church

•   FT: US media companies prepare for messy election night

•   FT: The next pandemic: where is it coming from and how do we stop it?

•   FT: Bidenomics: can Democrats deliver on their new leftwing agenda?

•   FT: More than 500,000 UK companies in financial distress as support ends

•   Bloomberg: Democrats Dream of Flipping Texas With Early Vote Exploding

•   Bloomberg: A Big Idea to Avoid Stimulus Standoffs Is Winning New Support

•   Bloomberg: WTO Leadership Race Upended by Trump Now Hinges on U.S. Election

•   Bloomberg: Chinese Investors See U.S.-China Feud Continuing Past Election

•   Bloomberg: France Says Second Lockdown Will Cut Economic Output by 15%

•   Bloomberg: French Economy Braced for New Shock From Virus Lockdown: Chart

•   Bloomberg: U.K. Covid Restriction Impact Less Than 1% GDP, JPMorgan Says

•   Bloomberg: Exxon to Cut 14,000 From Global Workforce Due to Oil Slump

•   Bloomberg: U.K. Hiring Losing Steam Shows Damage From Covid Restrictions

•   Bloomberg: Taiwan GDP Poised for Rebound Buoyed by Covid Response, Huawei

•   Bloomberg: Huawei CFO Wins Small Court Victory in Canada Extradition Case

•   Bloomberg: Saudi Arabia Sees 2021 Deficit Narrowing to 5.1% of GDP

•   Reuters: Moderna on track to report late-stage COVID-19 vaccine data next month

•   Reuters: So what if Biden is up in the polls? Weren't they wrong last time?

•   Reuters: Exclusive: Chinese banks seen swapping dollars for yuan in forwards to curb gains - traders

•   Reuters: Exclusive: Brazil will have a COVID-19 vaccine by June 2021, says regulator

•   Reuters: Exclusive: Biden, if elected, would consult allies on future of U.S. tariffs on China - advisers

•   Reuters: Brazil miner Vale nearly doubles net profit as output recovers

•   Reuters: Factbox: On climate, it's Biden's green revolution versus Trump's war on regulations

•   Reuters: Analysis: Brazil economy facing stimulus drought as monetary, fiscal taps run dry

•   Reuters: Analysis: Money-printing slowdown leaves governments to take up stimulus slack

•   Reuters: Analysis: Biden presidency for Turkey would mean tougher U.S. stance but chance to repair ties

•   Reuters: Analysis: As COVID persists and U.S. election nears, China growth lifts Asia

•   Reuters: Nvidia targets Arm's customer network, CEO tells SoftBank's Son

•   CNBC: Biden maintains polling lead over Trump with five days until Election Day

•   CNBC: Dr. Fauci warns of a ‘whole lot of pain’ due to coronavirus pandemic in the coming months

•   Fox News: McConnell says Democrats have '50-50' odds of flipping Senate control

•   Fox Business: Ultra-rich prepare for potential Biden tax hit

•   Fox Business: Millions of Americans plan to move to more affordable areas amid pandemic

•   Fox News: Jim Biden refuses to answer questions about family’s business dealings

•   SCMP: China-US rivalry is main challenge to Asian giant’s development, NDRC says

•   SCMP: Boeing’s China aviation business in the spotlight after Beijing announces sanctions on defence unit

•   SCMP: Debt at China’s state-owned firms in question after BMW partner fails to repay billion-yuan bond

•   SCMP: US election: China would ‘probably prefer a Joe Biden presidency’ over Donald Trump, says former top American envoy to Beijing

•   Global Times: China’s job market revives, demand for overseas study remains robust: report

•   매경(P1): 삼성전자 3년만에 투자 늘린다

※   삼성전자: 2020년 3분기 삼성전자 경영설명회

•   매경: D램값 떨어지고 스마트폰 경쟁심화…삼성 "4분기엔 수익감소"

•   매경: 코로나 보복소비에…모바일·가전 매출 14조 급증

•   매경: 삼성전자, 올 35조 투자…반도체에 29조

•   매경: "디지털시대 영원한 적은 없다"…뉴삼성 이끄는 `초융합 DNA`

•   매경: 속도내는 `이재용의 초격차 전략`

•   매경(P1): 전월세 거래 암시장이 커진다

•   매경: 전세 연장할때도, 집 팔려고해도…`뒷돈` 오고가는 세상

•   매경: 집 한채씩 정해준 쿠바…불법브로커 없이는 이사 못해

•   매경: 브레이크 없는 전셋값…"이젠 중소형아파트 매매가까지 밀어올려"

•   매경: "4인가족에 왜 40평 필요" 구청 공무원의 황당 발언

•   매경: "신혼집 못 구해 결혼 포기" 눈물의 靑청원

•   매경: `이재명 vs 조세硏` 갈등 덕분에 경기 지역화폐 이용 불 붙었네

•   매경: 당내 반발에…與, 1주택자 재산세 인하 발표 연기

•   매경: "수년내 美中 군사충돌 가능성…獨·日·호주와 연대해야"

•   매경: [인터뷰] 방문규 수출입은행장 "아시아나항공 유동성 문제부터 해결…M&A 다시 추진할것"

•   매경: `배터리 리스` 협약 돌연 연기, 왜?

•   매경: "다들 팹·팹 하는데…중요한건 인텔의 낸드 역량"

•   한경(P1): [단독] 8억 한 채는 재산세 줄고 2억 집 두 채는 감면 '0원'

•   한경(P1): 與, 논란의 '대주주 3억' 일단 유예

•   한경: 기업규제 3법 놓고…한경 웨비나서 여·야 '격돌'

•   한경: 기업들 호소·위헌 논란에도…상법개정안 밀어붙이는 정부

•   한경: 공청회도 없는 집단소송제법 제정안

•   한경: "바늘구멍 뚫어야 받는다"…'빛 좋은 개살구' 가업상속공제

•   한경: 증여세 특례'도 있지만 유명무실

•   한경: 과도한 稅부담에…"회사 팔고 떠나자"

•   한경: 이석희 SK하이닉스 사장 "키옥시아 지분 당장 안 판다"

•   서경: "좀비기업 퇴출 부진...여신심사 강화해야"

※   한국은행: 조사통계월보 2020년 10월호

•   서경: 전세대출도 원리금 분할상환 가능해진다

•   서경: 재계 비주력사업 줄줄이 정리···깜짝 M&A 나올까

•   서경: 또 존재감 드러낸 ‘동학 개미’...올 순매수 60조 넘었다

•   조선: 日 “징용문제 해결 없인 스가 방한 없어”

•   조선: 외국인 주민 222만명, 충남 인구보다 많네… 다인종 국가 문턱에

•   조선: 삼성이 대만 TSMC를 이기기 어려운 5가지 이유

•   조선비즈: 용인에 120조 투자 SK하이닉스, 정부 '空言'에 물길부터 꼬이네

•   조선비즈: 삼성SDI, 30조 규모 현대차 배터리 사업 입찰…삼성-현대차 밀월시대 열리나

•   중앙: 의외로 돈 잘 번 두산인프라코어…새주인 찾기에 실적이 변수되나

•   동아: 亞순방 폼페이오, 베트남 추가… 한국 이번에도 제외

•   동아: [단독]징용 피해자 손자인 판사, 일본제철 상대 소송 진행

•   서울: SK건설, 친환경 연료전지 국산화 박차

•   세계(P1): 부동산·주식 ‘영끌’ 투자… 20대 대출액 47% 폭증

•   머니투데이(P1): 안정성↑비용↓, 수소경제 '혁신 어벤져스' 뭉쳤다

•   머니투데이(P1): 수소 관련기술 고도화 박차…"한국이 국제표준도 선점해야"

•   머니투데이: 우리 동네에 수소가 들어온다면? 수소도시 위한 3가지 해결과제

•   머니투데이: "수소도시, 제도·민간 함께 해야 제대로 간다"

•   머니투데이: 마스크 배달 수소드론-세균 이용 수소생산…"우리가 수소 1번지"

•   더벨: 구조조정 마중물' KDBI의 역할

•   더벨: 인프라코어 인수전 헤게모니, SI가 잡을까

•   헤럴드경제: “해외 감사위원 분리선출 전무”…주요기업 투기세력 타깃 우려

•   헤럴드경제: ‘3%룰’ 외국기관투자자 연합군에 무방비…삼성전자·현대차 지배구조 개편 ‘초비상’

•   헤럴드경제: 재계, 내달 3일 여당과 토론회서 ‘보완책’ 제시

•   파이낸셜뉴스(P1): 팬데믹 이후의 기회, 혁신에서 답을 찾다.. 위기에도 투자 늘린 기업의 역발상 전략 [한국경제 심장이 다시 뛴다]

•   파이낸셜뉴스(P1): M & A 큰손' 사모펀드, 올 경영권 인수만 10兆

•   파이낸셜뉴스: 홍남기의 숙원 '서비스산업법' 9년 만에 국회 문턱 넘을까

•   아시아경제(P1): 전속고발권 폐지' 두려운 中企

•   이데일리(P1): [천고'딜'비]활기 찾은 M&A 시장…석달새 6兆 '플렉스'

•   이데일리(P1): 미래 대비 자금에 세금 매기는 정부…中企 "고사한다" 반발

•   이데일리: “유보소득세 악법 철폐해라”…중소기업 거센 반발

•   이데일리: 여야 “유보소득세 후유증 우려”…고심하는 홍남기

•   이데일리: [BOK워치]한은법 제1조에 '고용안정' 포함될까

•   이데일리: 심판대 오르는 규정 한줄…삼성전자 25조 매물폭탄 불씨되나

•   연합: 두산밥캣 3분기 영업이익 1천112억원…작년 동기 대비 0.8%↑

※   두산밥캣: 2020년 3분기 기업설명회

•   연합: 두산인프라코어 3분기 영업이익 1천761억원…작년보다 14% 증가

※   두산인프라코어: 2020년 3분기 기업설명회

•   연합: 11월 막바지 가을 분양 '큰장'…전국 물량 4만가구 넘어

•   연합인포맥스: 신보, 10월 P-CBO 9천억원 발행…CJ CGV·홈플러스 등 지원 - 연합인포맥스

•   뉴시스: 경북도, 임하댐에 국내 최대 수상태양광 발전단지 조성

•   뉴스핌: [단독] 국민의힘 '정부예산 삭감' 항목 살펴보니...뉴딜펀드 예산 50% 줄여

•   뉴스1: 한국서부발전, 칠곡에 1000억 들여 연료전지발전소 5곳 건립

•   더구루: [단독] 두산, 드론용 수소연료탱크 美 승인 획득 '세계 최초'

•   Renewables Now: Goldwind of China posts higher sales, profits in 9-mo 2020

•   For Construction Pros: Construction Suffers Project Cancellations, Employment Declines as Pandemic Pain Continues

•   대한경제: 중단된 신한울 등 원전 6기 건설, 재시동 걸릴까

•   대한경제: 코로나에 국내로 눈 돌린 건설사들...3분기 실적 대부분 ‘맑음’

•   대한경제: 분양물량 꺾이나… 4분기 분상제에 ‘암울’

•   OilPrice.com: Is Brazil’s Oil Boom Immune To COVID?

•   OilPrice.com: Will A Fracking Boom Ever Happen In Mexico?

•   MIT News: Artificial intelligence model detects asymptomatic Covid-19 infections through cellphone-recorded coughs

•   디지털데일리: SK하이닉스, 내년 차세대 D램 양산…EUV 도입 ‘착착’

•   Robotics & Automation News: Electric vehicles and their impact on the environment

•   로봇신문: [2020 로보월드] 국제로봇&언택트 컨퍼런스(물류자율이송)

•   로봇신문: [2020 로보월드] 4대 서비스 로봇 정책 및 육성 방향

•   Nikkei Asian Review: Toyota's September global output rises for first time in 9 months

•   Nikkei Asian Review: Japan's Kioxia to build $9.5bn NAND plant to meet 5G demand

•   Nikkei Asian Review: SoftBank tried to delay WeWork $3bn share payout: court filing - Nikkei Asia

•   Nikkei Asian Review: Warren Buffett's Japan trade: The changing world of 'sogo shosha'

•   Nikkei Asian Review: Sony receives US license to supply Huawei with key image sensors

•   Mainichi: Japan to boost support for next-generation EV battery development

•   Business Standard: Covid-19: Remittances to India to drop by 9% in 2020, says World Bank

•   Hindustan Times: Jul-Sep results of industry leaders give mixed signals

•   Folha de S.Paulo: Brazil Has 95 Suspected Coronavirus Reinfection

[Opinions]

•   Project Syndicate(J. Bradford DeLong): The Economic Incompetence of Republican Presidents

•   Project Syndicate(Minxin Pei): Trump’s Election Gift to China?

•   Project Syndicate(Shang-Jin Wei): Three Global Steps to a Biden Climate Initiative by Shang-Jin Wei

•   Project Syndicate(Robert Malley, Stephen Pomper): Can America Avoid an Election Crisis?

•   Project Syndicate(Jean Pisani-Ferry): Globalization Needs Rebuilding, Not Just Repair

•   FT(Gillian Tett): A disturbing new signal from the CDS market

•   FT(Edward Luce): The non-trivial risk of repeating Florida 2000 election showdown

•   FT(Chris Giles): A one-size-fits-all Covid strategy is futile

•   FT(Simon Kuper): If Biden wins, what’s next for Trump — and Trumpism?

•   FT(Liz Ann Sonders): History shows that equities outperform under Democrats

•   FT(Lex): Earnings in the time of coronavirus: the dissonance of blowout profits

•   WSJ(Daniel Henninger): Vote for Joe Biden? Seriously?

•   WSJ(Karl Rove): ‘Not Trump’ Is Not Enough to Govern

•   WSJ(Curt Levey): The Barrett Battle That Wasn’t

•   NYT(Paul Krugman): After Trump, Will International Relations and Trade Ever Be the Same?

•   NYT(Frank Bruni): After Trump, How Will I Ever Look at America the Same Way?

•   WP(Editorial Board): It’s great the economy grew. But it’s still in a hole, and Congress and Trump have gone AWOL.

•   WP(Eugene Robinson): America is changing. Joe Biden can help us through the transformation.

•   WP(Greg Sargent): Explosive early voting is already transforming our politics

•   WP(Fernanda Santos): The real reason Arizona will turn blue this year

•   WP(Alexis Wichowski): The U.S. can’t regulate Big Tech companies when they act like nations

•   WP(Brian Klaas): To save democracy, vote for Joe Biden

•   WP(Seymour Spilerman): The electoral college prevents nationwide recount meltdowns

•   Bloomberg(Mohamed A. El-Erian): Lockdown 2.0 Reveals Covid-19 Failures We Must Fix

•   Bloomberg(Andy Mukherjee): Emerging Markets Need to Beware MMT Opening an Inflation Quagmire

•   Bloomberg(John Authers): Lockdown Meltdown Is an Indiscriminate Markets Selloff

•   Bloomberg(Marcus Ashworth): Election 2020: Covid Isn't the Only Big Fear for Investors

•   Bloomberg(Jonathan Bernstein): Donald Trump Is Encouraging a Lawless Election

•   Bloomberg(Nir Kaissar, Timothy L. O'Brien): The Record Economic Boom Is a Mirage

•   Bloomberg(Tim Culpan): Samsung Earnings: Consumers Still Buy Gadgets Despite Pandemic

•   Bloomberg(Sam Fazeli): What Does Falling Covid-19 Antibodies Mean for Immunity?

•   CNN(Pramit Pal Chaudhuri): US election 2020: What India thinks of the US election

•   CNN(Thomas Balcerski): What 1932, 1980 and 1992 can tell us about 2020

•   CNN(Arick Wierson, Bradley Honan): Donald Trump has run a historically bad re-election campaign

•   CNN(Lee Drutman, Anne-Marie Slaughter): This one tweak to our voting system could change everything

•   CNN(David A. Andelman): What Europe fears most about the US election

•   CNN(Gaby Goldstein, David Daley): Vote the whole ballot. The next decade depends on it

•   MarketWatch(Pierre Briançon): France and Germany order lockdowns --- but is France too late and facing another economic shock?

•   Fox News(Newt Gingrich): Elections are never predictable — every vote matters

•   Fox News(James Carafano): China, Russia, Iran and North Korea care about US election results — here's why

•   Fox News(Brian Brenberg): Record GDP number proves to voters that Trump is president of growth

•   서경(사설): 탈원전 강행하면서 '2050 탄소 중립' 가능하겠나

•   중앙(권혁주): 경제성 조작, 월성 1호기 뿐일까

•   중앙(정해용): 감사원 “원전 폐쇄 불합리” 판정…에너지 전략 손질해야

•   한겨레(이정윤): 월성 1호기를 떠나보내며

Business Intelligence Monitor 201029

(Introduction)

[Markets]

•   Global: Lockdown anxiety drags stocks sharply lower; dollar rises

※   European stocks close at a five-month low

※   Germany and France to announce restrictions

※   US dollar rallies again; gold, silver slip

•   한국: 코스피 사흘 만에 반등…2,340대

•   한국: 정부 믿고 펀드 샀는데···K뉴딜 ETF 3주새 -4%

•   한국: 5G 장비株, 실적개선 기대로 반등

•   한국: 두산그룹주 다 올라, 두산퓨얼셀 8%대 급등 두산중공업 두산 상승

•   Metals: Copper plunges as investors brace for coronavirus lockdowns

•   Grains: Corn, soybeans correct lower as global markets drop on pandemic concerns

[Indicators]

•   US Sep. Goods trade balance: U.S. Goods-Trade Gap Unexpectedly Narrows on Drop in Imports

•   US Weekly Mortgage rates·applications: Homebuyer peak? Mortgage applications eke out a weekly gain

•   UK Q3. Construction equipment sales: Sales of UK construction equipment down 17%

•   한국 8월 인구동향: 빨라진 한국인 멸종시계… 자연감소 2만2000명

•   한국 9월 금융기관 가중평균 금리: 주택·신용대출 금리…5개월 만에 올랐다

•   한국 10월 BSI·ESI: 기업심리지수 반등…2009년 4월 이래 최대 상승

•   Brazil Benchmark rates: Brazil Holds Key Rate And Signals No Increase on Horizon

•   Russia Aug. Crude oil exports: Russia’s Crude Oil Exports Drop 8% In January-August

•   South Africa Sep. CPI: South Africa Inflation Slows for Second Month

•   Canada Benchmark rates: Bank of Canada Sticks to Low-Rate Guidance, Adjusts QE Program

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Pelosi Says Details of Coronavirus Package Could Change After Election

•   WSJ: As Biden Attacks Trump’s Handling of Coronavirus, President Says Nation ‘Rounding the Corner’

•   WSJ: U.S. States Face Biggest Cash Crisis Since the Great Depression

•   WSJ: Tariffs Didn’t Fuel Revival for American Steel

•   WSJ: GE’s Cost Cuts Offset Troubles in Aviation Unit

•   WSJ: Boeing Cutting More Jobs in Response to Pandemic

•   WSJ: U.S. Car Business Vrooms Back From Pandemic Nadir

•   WSJ: Apple Faces Antitrust Complaint in France Over iPhone Privacy Changes

•   WSJ: Trump Weighs Executive Order to Show Support for Fracking

•   NYT: Supreme Court Won’t Speed a Do-Over on Pennsylvania’s Ballot Deadlines

•   NYT: As Supreme Court Weighs Election Cases, a New Life for Bush v. Gore

•   NYT: A Biden Win Could Renew a Democratic Split on Trade

•   NYT: Biden, Invoking F.D.R., Tries to Siphon Off Trump Voters in Georgia

•   NYT: A Big Cut in Social Security in 11 Years? Maybe, if Nothing Is Done

•   NYT: 75 million Americans have already voted.

•   NYT: How Long Will Vote Counting Take? Estimates and Deadlines in All 50 States

•   WP: Biden leads Trump in Michigan and Wisconsin, two states the president won in 2016, Post-ABC poll finds

•   WP: The Daily 202: Amid coronavirus, Democrats look for new ways to juice turnout among irregular voters

•   WP: New polling shows how the pandemic is hobbling Trump’s reelection chances

•   WP: To win, Trump needs to win states where he hasn’t led polling averages in months

•   WP: Ahead of election, a handful of world leaders voice support for Trump

•   WP: U.S. arrests alleged Chinese agents, accusing them of targeting dissidents

•   FT: Business leaders seek post-Brexit task force with Downing Street

•   FT: Germany and France impose curbs to slow Covid-19 spread

•   FT: Trump revives ‘law and order’ pitch after Philadelphia protests

•   FT: Trump bets on big GDP rebound in final economic appeal to voters

•   FT: China and the US: the ties that bind 

•   FT: US refuses to back Okonjo-Iweala as next WTO head

•   FT: Oman gets $1bn in aid from Qatar

•   FT: Boris Johnson faces Brexit bill defeat at pivotal moment

•   FT: Business leaders seek post-Brexit task force with Downing Street

•   FT: India takes its tussle with China to the high seas

•   FT: Xilinx deal shows AMD is a central force in chip industry once more

•   FT: Germany’s secret weapon in fight against virus misfires

•   FT: Text election: campaigns bombard US voters with pleas for cash

•   FT: Lira woes reverberate on Turkish streets

•   FT: Apple develops alternative to Google search

•   FT: Why ExxonMobil is sticking with oil as rivals look to a greener future

•   FT: Investors probe ESG credentials of bond sellers on ‘greenwashing’ fears

•   Bloomberg: China’s Recovery Is Showing Mixed Signals as Global Outlook Dims

•   Bloomberg: Virus Cases Are Spiking Just When They Could Hurt Trump Most

•   Bloomberg: China Virus Epicenter Hubei Lags as Regional Growth Picks Up

•   Bloomberg: China Loosening Yuan Controls Signals Appreciation Will Endure

•   Bloomberg: World’s Biggest Offshore-Wind Company Sees U.S. Projects Lagging

•   Bloomberg: JPMorgan Says Trump Win Could Spur U.S. Stocks, Dent Asia Assets

•   Bloomberg: Record GDP Surge to Mask Moderation in U.S. Economic Rebound

•   Bloomberg: China Charts Plans to Preserve Economic Growth Into 2030s

•   Bloomberg: G-20 Plans Extraordinary Meeting to Discuss Debt Relief

•   Bloomberg: New Europe Lockdowns Raise Prospect of ECB Stimulus Surprise

•   Bloomberg: World’s Rich Nations Jostle to Lead Globalization Clubhouse

•   Bloomberg: The Race for Shipping’s Green Fuel of the Future

•   Bloomberg: Turkey’s Central Bank Lifts Inflation Outlook Amid Lira Rout

•   Bloomberg: Slow Use of Pandemic Funds Weighs on Philippines Growth Outlook

•   Bloomberg: ByteDance Pulls Most of Its TikTok Traffic From Fastly Network

•   Bloomberg: Volkswagen and Toyota Truck Units Team Up on Electrification

•   Reuters: Analysis: Trump sanctions could give Biden a bargaining chip in deal talks with Iran

•   Reuters: Analysis: Biden would face uncertain path to detente with wary Iran

•   Reuters: Factbox: Where do Trump and Biden stand on tech policy issues?

•   Reuters: NTPC to borrow $478 million from Japanese banks to fund clean energy

•   Reuters: Analysis: Trump sanctions could give Biden a bargaining chip in deal talks with Iran

•   CNN: Ford returns to profitability as it blows past estimates

•   CNBC: Trump and tech: Good years for Apple, Amazon, Microsoft, other giants

•   CNBC: Biden's polling lead adds to market fears the economy will need to wait until next year for stimulus

•   CNBC: The post-Covid ‘zombification’ of advanced economies is here to stay, EIU warns

•   CNBC: Three great alternatives to the iPhone 12

•   CNBC: ECB is set to hold fire and signal more easing in December amid lockdown fears

•   CNBC: WHO says Covid vaccine trials are ‘encouraging’ but it’ll take time to ensure it’s safe for everyone

•   CNBC: Satellite imagery captures construction underway at Iran nuclear site

•   MarketWatch: Stock-market rout: How did rising coronavirus cases catch investors by surprise?

•   MarketWatch: Donald Trump will win re-election, and a revolution is coming, billionaire investor predicts

•   MarketWatch: Here are all the reasons COVID-19 cases are surging again

•   Fox Business: Will a record GDP surge boost Trump's reelection odds?

•   SCMP: iPhone 12: inside China’s ‘iPhone City’, it’s full steam ahead to produce Apple’s new 5G handset

•   SCMP: What economic recovery? China’s delivery drivers just along for the ride as other opportunities remain elusive

•   SCMP: China, Russia seek to curb use of US dollar in Eurasian trade bloc deals to minimise risks

•   SCMP: China discards black box exchange rate factor as foreign investors pour money in

•   SCMP: China’s digital yuan aims to halt US ‘dollarisation’, boost retail payments, former central bank governor says

•   Global Times: China to fix drawbacks COVID-19 exposed in new five-year plan

•   매경(P1): 文대통령 "전세 기필코 안정시킬 것"

•   매경: 경제 43번, 위기 28번 언급하며…文, 경제반등에 국정 올인

•   매경: 2050년까지 `온실가스배출량 제로` 첫 선언

•   매경(P1): 꽉막힌 경부고속道 `Green Dig`로 뚫자

•   매경: 경부고속道 지하 12차로 터널, 지상엔 트램…대동맥 되살려야

•   매경: 고가도로를 지하화, 그 위에 공원…도심과 江 연결한 `보스턴 빅디그`

•   매경: 7만평 새용지에 청년공공주택…`경제심장` 서울 다시 뛰게

•   매경: "한양판 디지털밸리 만들어야"

•   매경: 경부고속도로 개발이익 2조원…강북에 투입해 균형발전 촉진

•   매경(P1): 배달로봇, 승강기 타고 사무실 간다

•   매경: K로봇 규제 확 풀어…20조 시장 키운다

※   산업부: ’23년부터 거리·공원·주차장·승강기에서 로봇 만난다

•   매경: 野 "뉴딜예산 절반 깎아 소상공인 지원해야"

•   매경: 文대통령과 통화 껄끄러웠나…스가, 요청받고도 일정 미뤄

•   매경: 대주주 양도세 3억 우려에…개미들, 절세 열공중

•   매경: 머리카락 30분의 1 굵기 `동박` 생산…K배터리 핵심소재 기술격차 더 키워

•   매경: "새 환경규제땐 국내 車생산 65만대, 고용 1.4만개 감소"

•   매경: 현대일렉트릭 ESS 투자로 `그린뉴딜` 공략

•   한경(P1): 글로벌 '큰손' 80% "ESG 따져야 돈 번다"

•   한경: "팬데믹 시대, 대체투자 성공 키워드는 신속·유연·분산"

•   한경: "전기차·5G 등 성장산업 선별 투자…ESG도 주목"

•   한경: 유럽 운용사들 "코로나發 불확실성은 투자 기회"

•   한경: "일시적 저평가된 자산·부동산 투자 유망…2~3년간 추가 수익"

•   한경: 기관들, 신재생·디지털 新인프라 투자 적극 검토

•   한경: 위험 줄이려면 공동투자가 대안…북미 철도 인프라 투자 1순위

•   한경: "美 상업용 부동산 자산 리파이낸스 수요 주목"

•   한경(P1): 상속세 11조' 삼성家…영국 기업이었다면 3조6000억

•   한경: 발렌베리·포드·하이네켄…'백년기업' 뒤엔 국가의 승계 지원 시스템

•   한경: "외국처럼 상속세는 면제, 상속재산 처분할 때 양도차익에만 과세해야"

•   한경: 최고부자'들만 내던 상속세…중산층 납부자 크게 늘었다

•   한경: 규제·노동개혁 언급 없이…'기업규제 3법' 처리만 강조한 문 대통령

•   한경: 30년내 '탄소제로'로 간다지만…기업 73% "환경규제 부담 늘 것"

•   한경: "비싼 집 사는 사람 죄인 취급"…또 편가르기하는 정부에 울분

•   한경: 홍남기 "지분적립형주택 2023년 첫 분양"

※   기재부: 제9차 부동산시장 점검 관계장관회의 개최

•   한경: 전문가들이 본 지분적립형주택…"전세난 급한 불 못 꺼"

•   한경: "정부·여당 '대주주 3억' 갈팡질팡…내달 국회서 결론 내야"

•   한경: 野 "내년 예산안은 먹튀…뉴딜사업 50% 깎겠다"

•   한경: 美 "주한미군 유지 삭제, 방위비 압박 아니다"

•   한경: 이번엔 '공기업 노동이사제'…與 "21대 국회서 반드시 입법"

•   한경: 원전·석탄기업서 매년 수천억 걷어 태양광에 쓰겠다는 민주당

•   한경: 한전도 脫석탄 선언…"해외 화력발전 신규 사업 안 한다"

※   한국전력: 한전, 저탄소 친환경 중심으로 해외사업 개발방향 전환

•   한경: 16만명 일자리 만든다더니…실제 채용은 고작 1만8000명뿐

•   한경: [단독] 우리은행, 주담대 낀 아파트 전세대출 조인다

•   한경: 최태원 SK그룹 회장 "ESG는 기업 경영의 새로운 규칙"

•   한경: 삼성전자, 日 공략 TSMC '견제'

•   한경: 로봇이 서빙·요리…외식업계 푸드테크 열풍

•   한경: 60조원 증발한 'BBIG 7'…'코로나 반등' 노린다

•   한경: 전문가 추천 ETF 살펴보니…"내년 유망 ETF는 弱달러·환경·경기부양"

•   한경: "코스피, 내년 2800 간다…깜짝실적株 선점을"

•   한경: 은행들 사상최대 실적에도 영구채 발행 대폭 늘리는 까닭

•   한경: 전국 미분양 1년 새 54% '뚝'…공급 절벽에 내집 마련 나서

•   한경: UNIST '꿈의 신소재'로 디스플레이 만든다

•   서경(P1): 장기거주 1주택자 보호한다더니···결국 '뒤통수'

•   서경: 증세 없다더니..."1주택 실거주자 쥐어짜 재정적자 메우나"

•   서경: "집값 떨어져도 공시가 올라···시세 역전땐 조세저항 감당못할 것"

•   서경: 나랏빚 1년새 6.2%P 늘었는데···'확장재정' 속도내겠다는 文

•   서경: 한전, 兆단위 '환경 청구서'에 허리 휜다

•   서경: 최정우 포스코 회장 "철강공정에도 수소 기반 脫탄소화 구현해야"

•   서경: “주52시간 땐 조선 中企 월급 10% 줄어···인력 유출 가속”

•   서경: [시그널] 中바이톤 휘청에 '명신' 된서리...군산 ‘전기차 메카’ 좌초?

•   서경: 텅 빈 상가 더 늘어···이태원 상가 10곳 중 3곳 '빈 점포'

•   조선: “전세난은 과도기” “월세가 어때서”… 서민 가슴에 불지르는 정부

•   조선: 이낙연 “부동산·주식 논란, 며칠내 정부와 결론 낼 것”

•   조선: “反中훈련 참가땐… 中, 한국을 敵 간주”

•   조선: 50조 토지보상금 풀린다, 집값 부채질 할 뇌관 되나

•   조선: 기존보다 3배 빠른 ‘5G급 와이파이’가 온다

•   조선비즈: 두산인프라 매각에 6개사 인수의사… 중국법인 소송 리스크는 여전

•   중앙(P1): 찬반 팽팽했던 재정 지출 확대…반대 많아졌다

•   동아(P1): 與 “재산세 인하 대상 확대”에 제동건 靑

•   동아: [단독]미쓰비시 국내자산 매각명령, 내달 10일부터 가능해져

•   동아: ‘절대빈곤 0명’에 집착하는 中… 내수경제 기반 마련 안간힘

•   동아: 현대기아차 美서 질주… 10월 판매 12%↑

•   문화: 스가 취임 후 첫 韓·日 국장급 협의

•   문화: <美대선 D-6>“트럼프 敵은 트럼프… 4년前의 ‘대이변’ 이번엔 확신 못해”

•   문화: <美대선 D-6>‘족집게’ 릭트먼 교수도 “바이든 당선 가능성 여전히 높아”

•   문화: 소득불평등 키우는 ‘空空일자리 정책’

•   한국(P1): "모임 자제" 당부 하루만에 숙박 ·여행 ·외식 권유한 정부

•   한국: [짜오! 베트남] "당신들 나라라면 이럴 수 있나"... 美中도 물러 선 석탄발전 강행하는 한전

•   한국: [짜오! 베트남] 베트남 석탄발전, 美 바이든 당선되면 조기폐쇄 가능성도

•   국민(P1): 文 ‘질좋은 공공임대’ 처방전… 현장선 “역부족”

•   국민(P1): “바이든은 힐러리와 달라… 트럼프 재선된다면 기적”

•   머니투데이(P1): "수소경제 '퍼스트 무버'로, '성장의 가치'는 후손들에게"

•   머니투데이: 정세균 "수소 퍼스트무버 길 열자 "…홍선근 "기업가 정신 절실"

•   머니투데이: "그린뉴딜, 코로나19·세계 경제위기 돌파구"

•   머니투데이: "한국이 세계 수소시장 선도해야"…지원사격 약속한 국회

•   머니투데이: "제조부터 유통까지…수소경제 '젖줄' 뚫는다"

•   머니투데이: "결국 사람, 결국 생활" 현대차 미래모빌리티가 향하는 곳은

•   머니투데이: 한화, '태양광 1위' 넘어 '그린수소' 생태계 겨냥

•   머니투데이: 벤처투자도 회복세…3Q투자액, 작년보다 6% 늘었다

•   더벨: 두산중공업, 올 첫 회사채…투자자 제안으로 성사

•   헤럴드경제: 거침없는 원高…서·동학개미 ‘희비’교차

•   파이낸셜뉴스(P1): "4대 로봇강국 목표 예산증액 적극 지원" [막오른 2020 로보월드]

•   파이낸셜뉴스(P1): 이사도 마음대로 못가는 나라

•   아시아경제: 월성 1호 폐쇄' 수사, 윤석열 사단이 맡는다

•   디지털타임스(P1): `부자 아빠` 10명중 7명은 수도권 산다

※   KB경영연구소: 2020 한국 부자 보고서

•   이데일리: `로봇` 입는 롯데리아 직원들…배송 작업 쉬워질까

•   이데일리: “트럼프 당선되면 디지털세 판 엎을 것…삼성에 직격탄”

•   이데일리: “디지털서비스세는 ‘발등의 불’…20~30개국 강행 우려”

•   이데일리: "反中포위망은 NO!"…쿼드 참여 난색 표하는 韓

•   이데일리: [르포]코로나 충격 딛고 일어서는 中경제…창장 '제1무역항' 타이칭항 가보니

•   이데일리: 기아차 노사, 9차례 만남에도 빈손..또 파업수순 가나

•   뉴시스: 현대차·한화·SK이노베이션·두산퓨얼셀·효성·코오롱 등 '그린뉴딜' 선두기업 한자리에

•   뉴스핌: 청송에 대규모 풍력단지 조성…연간 3만7000MWh 전력 생산

•   뉴스1: [단독] 삼성重 20MW급 해상풍력 연구 시작…그린뉴딜 행보 동참

•   뉴스1: 해상풍력시대 날개 단 포스코…"전 세계 풍력기 10대 중 1대는 우리 것"

•   이투데이: 삼성물산 '탈석탄 선언'에도…환경단체 "진행 중인 사업까지 철회해야"

•   아주경제: ‘동분서주’ 최태원 SK 회장, 대한상의 회장 수락할까

•   뉴스웨이: [공시]GS건설, 두산인프라코어 인수 예비입찰자 선정

•   엠스플뉴스: “KBO 정지택 총재 사퇴하라!” 청와대 국민 청원 올라왔다

•   reNews: Stimulus packages 'heavily support' fossil fuels over renewables

•   reNews: Vestas nets 50MW Vietnamese order

•   reNews: Global offshore pipeline surges despite pandemic

•   FuelCellsWorks: Soil-Powered Fuel Cell Promises Cheap, Sustainable Water Purification

•   에너지경제: 시한 10개월 넘긴 9차 전기본 수립, 이젠 코로나가 변수되나

•   에너지경제: 중국서 퇴출되는 내연기관차...현대차 등 완성차업체 전략변화는

•   에너지경제: 여시재, ‘수소경제 시대, 대한민국의 미래는’ 세미나 29일 개최

•   에너지경제: 한-러, 수소경제 협력사업 물꼬 튼다

•   KHL: United reports Q3 results, raises full-year guidance

•   KHL: Earthmoving equipment market to reach $91 billion by 2026

•   Equipment World: Terex sales fall 25% in Q3

•   For Construction Pros: 2020 Election Day Impacts for the Construction Industry

•   For Construction Pros: Engineering and Construction Costs Fall as COVID-19 Continues to Impact Nonresidential Demand

•   대한경제: ‘예산 정국’ 개막…내년도 SOC 예산의 향배는

•   대한경제: [한계기업 대출 조이는 은행들] 코로나19로 늦춰진 기업 리스크 본격화되나?

•   대한경제: [한계기업 대출 조이는 은행들] 은행들 하반기 한계업종 대출 조인다

•   대한경제: [한계기업 대출 조이는 은행들] 내년 상반기 좀비기업 급증할까

•   대한경제: [한계기업 대출 조이는 은행들] 가계대출도 더 조인다

•   대한경제: 21대 국회서도 ‘재탕’ 건설 관련 법안 수두룩

•   OilPrice.com: Why Libya’s Surge In Oil Exports Won’t Last

•   OilPrice.com: The Green Hydrogen Problem That No One Is Talking About

•   MINING.com: Seaborne thermal coal demand to rise over next decade – report

•   CNET: Why iPhone 12 makes me think Apple's killing all phone ports soon

•   전자신문: 산업 디지털 전환 연대' 출범…미래차 등 6대 산업 2.9조 투자

•   ZDNet Korea: "내년 D램 시장의 성장 변수, 5G 폰과 DDR5"

•   ZDNet Korea: LG이노텍, LED 사업 종료…정철동 사장, 사업개편 지속

•   Phone Arena: 5G iPhone 12 series might have hidden feature that allows Apple to match Huawei and Samsung

•   Phone Arena: Apple has more than one billion active iPhone units

•   Phone Arena: Huawei and Samsung continued their battle for leadership of the smartphone market during Q3

•   Robotics & Automation News: Global Industrial Impact of Covid-19

•   Robotics & Automation News: 4 Ways Drones Will Change The World Forever

•   Robotics Business Review: ARM Institute Announces Eight New Robotics Technology Projects

•   Robot Report: How 3D vision systems can meet the demands of industrial automation applications

•   Nikkei Asian Review: Asia's pension systems forced to cut back under COVID pressures

•   Nikkei Asian Review: WeWork introduces all-access plan in Japan

•   Nikkei Asian Review: Analysis: Cracking China's Da Vinci Code 2035

•   Mainichi: Japan upgrades view on regional economies for 2nd qtr in row

•   Mainichi: BOJ begins policy meeting to assess state of pandemic-hit economy

•   Mainichi: Japan, US business leaders call for more efforts toward free trade

•   Business Standard: Real or nominal? Making sense of FM's 'near zero' GDP growth comment

•   Folha de S.Paulo: Brazil Records 530 Covid-19 Deaths and Approaches 158 Thousand Deaths - 28/10/2020 - Science and Health - Folha

•   Folha de S.Paulo: Brazil May Be Prevented from Refinancing Debt If It Does Not Reform, Says Government - 28/10/2020 - Business - Folha

•   Moscow Times: Russian Regions Face Looming Debt Crisis

•   Jakarta Post: Indonesia's economy showing signs of improvement

•   Jakarta Post: Economists question efficacy of tax incentives in omnibus law

•   Jakarta Post: Bank Indonesia ‘leaves room’ for further rate cuts this year

•   Jakarta Post: Oil and gas output falls 0.4 percent short of revised-down target in Q3

•   Viet Nam News: Smart energy to grow with smart urban development

•   Myanmar Times: Myanmar aims for 14% power generation from renewable sources

•   Myanmar Times: Construction costs rise in Myanmar

[Opinions]

•   Project Syndicate(Nina L. Khrushcheva): Has Putin Lost His Mojo?

•   Project Syndicate(Jack Goldsmith): Does the US Still Interfere in Foreign Elections?

•   Project Syndicate(Yuen Yuen Ang): The False Dichotomy of Autocracy and Democracy

•   Project Syndicate(Keryn James, Peter Bakker): Rethinking Resilience in Business

•   FT(Editorial Board): The march of Ant is a Chinese success story

•   FT(Editorial Board): Lessons from Latin America’s fallen angel

•   FT(David Gardner): Putin tests Erdogan’s over-reach

•   FT(Jemima Kelly): We need to be more honest in our reporting on Biden

•   FT(James Kynge): China races ahead in electric vehicles

•   FT(Andrew Edgecliffe-Johnson): Corporate America is breaking with Donald Trump

•   FT(Dambisa Moyo): Spend, spend, spend raises global debt to precarious levels

•   WSJ(Holman W. Jenkins, Jr.): 50 First Dates With Covid and Biden

•   NYT(Farhad Manjoo): There Is Only One Existential Threat. Let’s Talk About It.

•   NYT(Eve Fairbanks): Some Trump Supporters Might Be Relieved If He Loses

•   WP(Editorial Board): Election Day will feel different this year. Having the right expectations means rejecting Trump’s lies.

•   WP(Dana Milbank): ‘Moderate’ Joe Biden has become the most progressive nominee in history

•   WP(Dana Milbank): Republicans’ only way to win is to stop people from voting

•   WP(Greg Sargent): Why is Trump trailing? New polling shows it’s his slide among Whites.

•   WP(Greg Sargent): Explosive early voting is already transforming our politics

•   WP(Daniel W. Drezner): How ‘America First’ has failed Trump’s base

•   WP(Matt Bai): Matt Bai: What is Trump’s case for reelection?

•   Bloomberg(Editorial Board): The U.S. Should Support Covax Vaccine Effort to Fight Covid-19

•   Bloomberg(Bill Dudley): The Fed Is Really Running Out of Firepower

•   Bloomberg(Justin Fox): That Third-Quarter GDP Increase Won't Be As Big As It Sounds

•   Bloomberg(Brian Chappatta): Market Pain May Just Be Starting With Corporate Bonds Following Stocks

•   Bloomberg(Brooke Sutherland): GE Turnaround Under CEO Larry Culp Is Gaining Momentum

•   Bloomberg(Jonathan Bernstein): Donald Trump Can Still Win. But His Position Is Dire.

•   Bloomberg(Andreas Kluth): Biden or Trump, Germany Is Ready to Offer the U.S. a New Deal

•   Bloomberg(Alex Webb): The U.S. and Europe Still Don’t See Eye to Eye on Big Tech

•   CNBC(Ron Insana): Likelihood growing for an L-shaped economy with no growth

•   CNN(Manisha Sinha): The 2020 election surpasses all before it, except one

•   CNN(Mikhail Fishman): US election 2020: What a Trump win will mean for Putin

•   CNN(LaMonique Hamilton): Opinion: What's really motivating Democrats in North Carolina

•   MarketWatch(Therese Poletti): AMD smells Intel's blood in the water, and strikes with Xilinx deal

•   Fox News(Rev. Samuel Rodriguez): Biden vs. Trump -- Why Latinos in Florida are turning to Trump

•   매경(사설): 지금 글로벌 화두는 `탈원전` 아니라 `탈석탄`이다

•   매경(김상협): 탄소중립 시대의 절대가치 `청정`

•   한겨레(사설): 문 대통령 “2050년 탄소중립”, 구체적 실행계획 뒤따라야