Business Intelligence Monitor 201007

(Introduction)

[Markets]

•   Global: U.S. stocks dive after Trump halts talks on coronavirus relief legislation

※   Fed Chair Powell warns of economic woes and need for fiscal aid

※   Crude extends gains on supply pressures

※   Trump tweets he told Senate leader McConnell to stop negotiating stimulus bill

※   President Trump receiving top care for COVID-19 since release

•   US: US yield curve steepens on possibility of ‘blue wave’ election

•   China: China’s yuan surges to 17-month high on Biden US presidential hopes

•   한국: 트럼프 조기복귀에 코스피 0.3% 상승 마감

•   한국: 두산그룹주 하락 많아, 두산퓨얼셀 급락하고 두산인프라코어 밀려

•   Metals: Copper slips on worries over economic recovery

•   Grains: Dry weather pushes CBOT wheat, soybeans to multi-year peaks

[Indicators]

•   US Aug. Job openings: Employer Demand for Workers Weakens as Pandemic Passes Half-Year Mark

•   US Aug. Balance of trade: Global Outlook Brightens as U.S. Consumer Imports Reach Pre-Pandemic Levels

•   Germany Aug. Factory orders: German Factory Orders Jump With Exports Delivering Special Boost

•   UK Sep. Construction PMI: Strong housing market fuels UK construction industry rebound

•   한국 2019년 개인파산: 개인파산 5.2% 급증… 12년만에 증가세로

•   한국 9월 CPI: 긴 장마에 물가 반년만에 1%대 올라…집세도 26개월만에 최대↑

•   한국 9월 외환보유액: 9월말 외환보유액 4천206억달러…한달새 16억달러 증가

•   한국 9월 9월 전국 아파트 5분위 배율: 아파트값 양극화 금융위기 이후 가장 극심

•   India Sep. Service PMI: Service activity moves towards recovery, September PMI at 49.8

•   BDI: 철광석 물동량 증가… 해운업 회복 기대감

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Plans to Debate Joe Biden Next Week

•   WSJ: Trump Halts Covid Relief Aid Talks Until After Election

•   WSJ: Fed’s Powell Says U.S. Faces ‘Tragic’ Risks From Doing Too Little to Support Economy

•   WSJ: GE Says It Has Received 'Wells Notice' From SEC Relating to Accounting Investigation

•   WSJ: Lagarde Is Prepared to Add Stimulus, Cut Rates to Support European Recovery

•   WSJ: How Coronavirus Changed the Retail Landscape

•   WSJ: John Bolton Says U.S. Policy Isn’t Deterring China

•   WSJ: U.S. Adds Almost 40,000 Coronavirus Cases as Trump Leaves Hospital

•   WSJ: Covid-19 Antibody Drug From Glaxo, Vir Enters Final-Stage Testing

•   WSJ: White House Agrees to FDA’s Guidelines for Vetting Covid-19 Vaccines

•   WSJ: Trump Administration Announces Overhaul of H-1B Visa Program

•   WSJ: Boeing Expects Pandemic to Put Big Dent in Jet Demand

•   WSJ: PPP Money Abounded—but Some Got It Faster Than Others

•   WSJ: What Executives Say About Leading During Pandemic

•   WSJ: Facebook Pulls Trump’s Post About Covid-19

•   NYT: Kamala Harris’s Doubleheader: A Debate and Hearings With Sky-High Stakes

•   NYT: House Lawmakers Condemn Big Tech’s ‘Monopoly Power’

•   NYT: Trump Took $70,000 in Tax Deductions for Hair Care. Experts Say That’s Illegal.

•   NYT: Top China Critic Becomes Its Defender

•   WP: Kamala Harris learned how to become a political brawler in San Francisco

•   WP: Even from his hospital rooms, Trump tries to convince public he’s in charge

•   WP: Trump and Boris Johnson, covid patients with different lessons

•   WP: Pence, Harris teams at odds over plexiglass at debate

•   WP: Republican recalcitrance about the virus persists even as GOP faces growing turmoil

•   WP: How the Cares Act poured millions into corporate hands with no strings attached

•   WP: Dexamethasone side effects and risks, the steroid Trump was treated with

•   WP: Supreme Court order on mail ballots in South Carolina sparks worries about voter confusion

•   WP: Yes, Clinton also had a big lead in 2016 — but this isn’t 2016

•   WP: 7 key facts about Biden’s big lead over Trump

•   WP: Pompeo seeks unity against China’s assertiveness, but don’t expect an Asian NATO

•   WP: 210,000 deaths later, Trump reverts to comparing the coronavirus to the flu

•   WP: Covid-19 patients aren't usually checking themselves into hospitals like Chris Christie, experts say

•   WP: Trump or Biden: What the U.S. election means for Russia

•   FT: Trump plays down impact of his Covid-19 infection

•   FT: Coronavirus ‘calamity far from over’, says IMF head

•   FT: Investors hit out at Samsung over $14bn in coal financing

•   FT: Saudi royal criticises Palestinians for accusing Gulf states of betrayal

•   FT: Brussels resists plan to safeguard post-Brexit share trading

•   FT: Brussels urges agreement over rule of law

•   FT: SE Asia set to overtake China as world’s top notebook PC producer

•   FT: Rapid spread of Covid infections in England prompts calls for tougher curbs

•   FT: Smaller shareholders lose their say during the pandemic

•   FT: Covid-hit companies facing £6bn rise in business rates, CBI warns

•   FT: Boris Johnson faces down critics of his leadership

•   FT: Fossil fuel suppliers face battle for survival as transition builds

•   FT: Spain seeks to tempt back lost nurses as it wrestles with virus

•   FT: Sean Conley, Trump’s doctor and cheerleader-in-chief

•   FT: Will China and the US go to war over Taiwan?

•   FT: Emerging economies face rising interest rates as capital flows ebb

•   FT: Young Arabs look to emigrate as pandemic wrecks economies

•   FT: Trump refuses to reset campaign after Covid diagnosis

•   FT: Investors find new hedges against a US election sell-off

•   FT: The great uncoupling: one supply chain for China, one for everywhere else

•   FT: Long road lies ahead for UK-US trade talks

•   FT: Suicides rise after virus puts squeeze on India’s middle class

•   Times: Boris Johnson pledges wind power will run every home in Britain by 2030

•   Bloomberg: Global Economy’s Recovery From Pandemic Seen Extending Past 2021

※   WTO: Trade shows signs of rebound from COVID-19, recovery still uncertain

•   Bloomberg: Apple to Hold Online Event to Unveil 5G iPhones on Oct. 13

•   Bloomberg: iPhone Makers Win Nod for $143 Billion India Manufacturing Plan

•   Bloomberg: Negative Opinions of China at Record High in Nine Nations, Poll Says

•   Bloomberg: Central Bankers Pivot From Rescue to Recovery After Record Recession

•   Bloomberg: Star Economist Says Pandemic Savings Buildup May Boost Recovery

•   Bloomberg: Ruble’s Slump Kills Hopes of Further Rate Cuts in Russia

•   Bloomberg: French Economic Rebound Grinds to a Halt as Virus Crushes Growth

•   Bloomberg: Election Mail Is at Risk Over Conflicting Rulings, USPS Says

•   Bloomberg: South Africa Central Bank Shifts to ‘Wait and See’ on Rates

•   Bloomberg: Failure to Tackle Climate Change Suppresses Rates, ECB Study Says

•   Bloomberg: Russia Faces European Action After Novichok Use Confirmed

•   Bloomberg: Correa Spurns IMF-Ecuador Deal That Allowed Debt Restructuring

•   Bloomberg: Exxon, Oil Rivals Shield Their Carbon Forecasts From Investors

•   Bloomberg: Covid Has Wiped Out the Economic Dreams of a Generation in Asia

•   Bloomberg: Companies to Shrink Offices as Remote Work Becomes ‘New Normal’

•   Bloomberg: WeWork Competitor Sees Opportunity in Tokyo’s Shrinking Offices

•   Bloomberg: Vietnam Says 31.8 Million Citizens Economically Hurt by Virus

•   Reuters: COVID-19 vaccine may be ready by year-end, says WHO's Tedros

•   Reuters: Taiwan says military under pressure from China as missions mount

•   Reuters: Russia's new coronavirus cases surge past 11,000 to highest since May 11

•   CNN: 2020 polls show Trump's lead over Biden in handling the economy has evaporated

•   CNN: The US dollar has weakened under Trump. A Biden win could change that

•   CNN: Trump has the worst job losses on record heading into the election

•   CNBC: Rising levels of pandemic fatigue are being seen in Europe, WHO warns

•   CNBC: Trump's ending of stimulus talks will mean a 'much slower' recovery, Fed's Mester says

•   CNBC: Goldman Sachs says Asia is 'best positioned' for economic recovery

•   CNBC: 30 Asia-based market strategists reveal how they’re playing the U.S. election

•   CNBC: Joe Biden says Trump bears responsibility for Covid-19 infection

•   MarketWatch: Joe Biden defines income of $400,000 as 'wealthy,' but here's why it's barely scraping by for some

•   MarketWatch: EIA lowers price forecasts for oil, lifts U.S. crude production outlook for 2020

•   Hill: Trump health official meets with doctors pushing herd immunity | TheHill

•   Stat: Race for Covid-19 vaccine slows as regulators, top Warp Speed official tap the brakes

•   SCMP: China walks tightrope on curbing property debt, local government finances

•   매경(P1): 이낙연, 노동법 개정 일축…"지금은 시기적으로 부적절"

•   매경: 이낙연 `규제3법` 요지부동에…재계 "소통하겠다더니 답정너"

•   매경: 美·日·인도·호주 모여 `反中연대` 결의…눈치만 보는 한국

•   매경: `맹탕 재정준칙` 뭇매 맞자…홍남기 "법제화 할 수도"

•   매경: 유턴기업 10곳중 9곳 "보조금 한푼도 못받아"

•   매경: [매경이 만난 사람] 기본소득 이론으로 작년 노벨경제학상 받은 바네르지 MIT 교수

•   매경: SK하이닉스, 차세대 고성능D램 세계 첫 출시

•   매경: 삼성 AI포럼 2020 개최…내달 2~3일 온라인으로

•   매경: [단독] KT 구현모의 승부수…이통3사중 첫 `AI로봇사업단` 신설

•   매경: 삼성 스마트폰의 질주…인도서 3개월 연속 1위

•   매경: "7·10대책은 헌법가치인 자유시장 경제 훼손"

•   매경: 이재용 `국정농단 파기환송심` 283일만에 재개…26일 열려

•   한경(P1): 서정진 "올 연말 셀트리온 떠나 벤처로 새출발하겠다"

•   한경: 투자 안했다고 세금 8000억…與도 문제 많다는데 정부 "2년 연장"

•   한경: 청년 기본소득' 선심경쟁에 안철수도 가세

•   한경: "김종인의 경제민주화론은 궤변"

•   한경: TSMC 약점 파고든 삼성…퀄컴의 핵심 AP '릴레이 수주'

•   한경: 체코 원전' 공들이는 한수원, 국산 마스크 45만장 보냈다

•   서경(P1): 기업인, 내일부터 ‘격리’ 없이 日 간다

•   서경: 3%룰' 보완책 나오나···이낙연 "헤지펀드에 틈 열어줘선 안돼"

•   서경: 주호영 “기업규제 3법과 노동 관계법 원샷 처리하자"

•   서경: "노동법 68년째 제자리···진보정부서 '고르디우스 매듭' 끊어야"

•   서경: "못할 거 없다""부적절"···與 '노동개혁' 엇박자

•   서경: 한전, 저유가에 3조 흑자...연료비 연동제 도입 탄력

•   서경: 한경연 "中企 성장 기회 빼앗는 가족회사 사내유보금 초과액 과세 철회해야"

•   서경: 빚으로 버티는 자영업자...대출 증가속도 작년의 2배

•   서경: [시그널] 두산퓨얼셀 블록딜 '절반의 성공'

•   서경: 건설 하도급 원천금지···'때리기 법안' 홍수에 기업 몸살

•   조선(P1): 로마에서 사라졌던 北조성길, 작년 한국대사관 찾아와 망명

•   조선: [단독] 환경보호·산사태 위험 지역 272곳에 태양광

•   조선: [단독] 文대통령이 극찬한 ‘영농형 태양광’ 설치 0.2%뿐

•   조선: 캠코, 두산타워 매입 펀드에 1500억 참여

•   조선비즈: 실효성 의견 분분한 지역화폐, 9월까지 벌써 작년의 3배 발행

•   조선비즈: 현대重, 두산인프라 인수하면 건설기계 점유율 70% 육박… 굴삭기 가격 오를 가능성

•   인베스트조선: 산은, 현대重 두산인프라 인수 원스톱 서비스?…FI 이어 대출제공도 유력

•   한국(P1): "상온 노출 독감 백신 문제 없다"... 효력 우려 48만명분은 회수

•   머니투데이: 中제친 韓조선, 3개월 연속 세계 선박수주 1위

•   머니투데이: 저렴하고 안정성 높은 새 '나노 촉매'…수소차 대중화 앞당긴다

•   더벨: 대조양에 두산인프라까지? 산은-현대重 밀월 '지속'

•   헤럴드경제: 은행 신용대출 ‘멈춤’…회수도 나설까

•   헤럴드경제: 한전, 중기 위해 베트남 석탄사업 투자

•   파이낸셜뉴스(P1): [단독] 정부 '묻지마 풍력 개발' 적자 뻔한데도 밀어붙여

•   파이낸셜뉴스: 돌아온 실적 시즌… ‘활짝 갠’ 車·화학, IT·반도체도 ‘맑음’

•   파이낸셜뉴스: 삼성전자 주주 1만1300명 양도세 폭탄 맞나

•   아시아경제(P1): 일하는 국회라더니…여야 앞다퉈 '선심 법안'만 쏟아냈다

•   아시아경제: [인터뷰]美 정치전문가의 분석…"트럼프 조기퇴원, 선거 뒤집기엔 늦었다"

•   아시아경제: [인터뷰]유엔무역개발 사무총장 "코로나19…무역 오히려 중요해졌다"

•   아시아경제: 구인난·규제 이중고…가시밭길 걷는 中企

•   이데일리(P1): 미래차 굴기'…수소차 시장 진출 나선 中 상하이車

•   이데일리: "中제재에 5G확대까지"…청신호 켜진 국내 파운드리업계

•   이데일리: 필립 르포르 佛대사 “원전, 탈탄소 위해 무시할 수 없는 에너지원"

•   이데일리: 내수도 수출도 회복중…현대기아차 쌩쌩 달리나

•   이데일리: [단독]두산인프라 인수전 뛰어든 KDB인베…“현중 직접 설득”

•   연합: 한은 "내년에 현금 유통하듯 중앙은행 디지털화폐 시험 유통"

•   연합: 안산에 대규모 풍력·태양광 발전소 잇따라 조성 추진

•   뉴시스: 원전 해체 기술 미확보율 18% 달해…"자립화 시급"

•   뉴시스: 포항시, 생활SOC 연료전지 발전사업 본격 추진

•   뉴스핌: 현대중공업그룹, 두산인프라코어 인수 기대감…"규모의 경제 실현"

•   뉴스핌: K9 자주포 엔진에 두산인프라 유력…방사청 "파워팩 단위, 고려 안해"

•   뉴스핌: "두산퓨얼셀, 추가적인 오버행 이슈 없을 것"-삼성증권

•   뉴스1: 완공 4년밖에 안된 원전서 50㎝ 구멍…"심각한 부실시공"

•   뉴스토마토: [IB토마토]두산, 최후의 보루 지켰다…그룹이 포기 못하는 '두산밥캣' 가치

•   아주경제: 두산, 친환경사업 전환 의지···경쟁력·기술력은 물음표

•   아주경제: [NNA] 한전, 베트남에 화력발전소 건설... 미쓰비시 상사도 출자?

•   뉴스웨이: 박정원 두산 회장, ‘솔루스·퓨얼셀’ 인적분할 통했다

•   글로벌이코노믹: (단독) ‘한국 탈원전 기술’ 체르노빌원전 친환경 해체 이끈다

•   뉴데일리: 차입금 13兆 넘는데… 현대重, 두산인프라 인수 과부하될라

•   reNews: Vestas launches low-wind turbine in India

•   에너지데일리: “REC 미발급 말소량 3년 만에 10배 가까이 증가”

•   Equipment World: Used Construction Equipment Financing Sees Uptick Amid Pandemic

•   Equipment World: Bobcat follows up E145, E165 large excavator launches with new attachment lineup

•   Construction Equipment: Construction Equipment Attachment Market to Expand Through 2030

•   OilPrice.com: Can Kuwait’s New Ruler Reform The Country?

•   OilPrice.com: Russia Is Expanding Its Energy Influence In Africa

•   OilPrice.com: Oil Markets Brace For Tough End Of Year

•   전자신문(P1): [단독] 정부, 미래 공급망 선점 '차차세대 소부장' 발굴한다

•   전자신문: 발전업계 "한전 신재생 사업 막아달라"…국회에 의견서 전달

•   전자신문: "태양광 빌딩 세계적 추세인데"…한국은 '제자리걸음'

•   ZDNet Korea: 돌리는 폰' LG윙, 적자개선하고 '롤러블' 길 터줄까

•   디지털데일리: 코로나19, 악재에서 호재로…삼성전자·LG전자, 3분기 잠정 실적은?

•   Phone Arena: Survey reveals strong interest in iPhone 12 from Android users but not because of the phone itself

•   Phone Arena: A record number of teens own an iPhone in the US

•   Phone Arena: Here's LG's next inexpensive 5G smartphone for the US in all its glory

•   Robotics & Automation News: Trends in Robotics to Look Out for This Year

•   Robotics Business Review: September 2020 Robotics Transactions Include Healthcare Growth, Autonomous Vehicle Slowdown

•   Cobot Trends: Benefits vs. challenges: what SMEs need to know about cobots

•   로봇신문: 中 칭다오 폭스바겐 공장에선...1036대의 로봇이 용접

•   Nikkei Asian Review: Japan-UK trade deal keeps low tariffs for cars made with EU parts

•   Nikkei Asian Review: Japan's Suga makes in-person diplomatic debut with Pompeo talks

•   Nikkei Asian Review: Inside the US campaign to cut China out of the tech supply chain

•   Nikkei Asian Review: Pompeo aims to 'institutionalize' Quad ties to counter China

•   Nikkei Asian Review: Daniel Yergin: China to stand atop new global energy order

•   Japan Times: Toyota, Nissan ask U.K. to cover tariffs if no FTA made with EU

•   Economic Times: MPC: RBI widely seen holding rates at policy meeting ending Friday

•   Livemint: Active coronavirus cases in India go down as recoveries outpace daily increase

•   Folha de S.Paulo: Brazil Records 398 Covid-19 Deaths and 25,593 Cases

•   Moscow Times: Russia’s Business Regulations Are Worse Than The Pandemic, Say European Investors

•   Jakarta Post: Additional stimulus needed to boost property industry: Association

•   Jakarta Post: [Analysis] A glance at ESG, why it matters and opportunities ahead

•   Jakarta Post: Unions, groups brave COVID-19, police threat to protest Job Creation Law

[Opinions]

•   Project Syndicate(Nouriel Roubini): Nouriel Roubini Says More…

•   Project Syndicate(Joseph S. Nye, Jr.): Post-Pandemic Geopolitics

•   Project Syndicate(Mohamed A. El-Erian): The Pandemic’s Complex Cocktail

•   Project Syndicate(Vanda Felbab-Brown): Preventing the Next Zoonotic Pandemic

•   Project Syndicate(Raghuram G. Rajan): What Should Corporations Do?

•   FT(Editorial Board): Donald Trump’s irresponsible words put others at risk

•   FT(Editorial Board): Johnson’s green vision needs more than hot air

•   FT(Editorial Board): Eurozone’s uneven recovery needs attention

•   FT(Gideon Rachman): The Johnson government should fear Trump, not Biden

•   FT(Jared Cohen): Pence vs Harris: how independent should a VP be?

•   FT(Laurence Fletcher): Hedge funds seek out emerging markets as Covid-19 continues to wreak havoc

•   FT(Lex): Offshore wind/UK electricity: about turn

•   WSJ(Walter Russell Mead): Can Anyone Stop the Caucasus Clash?

•   WSJ(William A. Galston): An Equitable Post-Covid Recovery

•   WSJ(William McGurn): Don’t Underestimate Mike Pence

•   WSJ(Jason Furman): Biden’s Tax Plan Would Spur Economic Growth

•   WSJ(Stephen Moore): The Best Stimulus: 0% Income Tax

•   NYT(David Wasserman): The 10 Bellwether Counties That Show How Trump Is in Serious Trouble

•   NYT(Peter Beinart): America May Need International Intervention

•   NYT(Michael Sokolove): What Was Patient Trump Most Afraid Of?

•   WP(David Ignatius): The rest of the world is taking advantage of a distracted America

•   WP(Dana Milbank): Americans showed Trump compassion. He repaid us with contempt.

•   WP(Jennifer Rubin): Trump may turn a big Democratic win into a romp

•   WP(Jennifer Rubin): Trump’s covid-19 irresponsibility carries a big political cost

•   WP(Paul Waldman): Biden and Trump search for the (possibly imaginary) undecided voters

•   WP(Kathleen Parker): The vice-presidential debate actually matters this time

•   WP(Marc A. Thiessen): Trump’s covid-19 diagnosis gives him one last chance to reset his campaign

•   WP(Megan McArdle): Covid-19 isn’t the flu. Trump’s comparison is reckless.

•   WP(Fareed Zakaria): Lessons for a post-pandemic world and how to choose our future

•   WP(David Byler): This is Trump’s worst tweet ever. No, really.

•   WP(Jason Harrow, Lawrence Lessig): What happens if a nominee dies shortly before or after the election? It’s complicated.

•   Bloomberg(Editorial Board): Trump’s Covid-19 Sends Pence and Harris a Message About VP Debate

•   Bloomberg(Editorial Board): Trump's Tweets on Ending Stimulus Are Wrong, and the Fed Knows It

•   Bloomberg(Tyler Cowen): Trump's Covid Irresponsibility Isn’t the Main Problem

•   Bloomberg(Noah Smith): Trump's Tariffs Failed to Fix the Trade Deficit

•   Bloomberg(Brian Chappatta): Bond Traders Start to Bet on a Democratic Sweep

•   Bloomberg(John Authers): Trump's Feelgood Message Can't Fully Mask Market Doubts

•   Bloomberg(Brooke Sutherland): GE Is Still Haunted by a '$15 Billion Problem'

•   Bloomberg(Clara Ferreira Marques): Russia's Second Wave Raises Risk of Economic Scars

•   Bloomberg(Jonathan Bernstein): Donald Trump’s Chances Are Dwindling

•   Bloomberg(Tim Culpan): Apple's iPhone Covid-19 Delay Ripples Through Tech Supply Chain

•   Bloomberg(Elisa Martinuzzi): City of London's Brexit Departures Are Speeding Up

•   Bloomberg(Karen E. Young): Why 2021 Would Be Inauspicious For a New Iran Deal

•   Bloomberg(Peter R. Orszag): Covid Won’t Bring Back the Mobile American

•   Bloomberg(Michael Lewis): Michael Lewis and Tracing the Source of Trump's Covid Infection

•   CNN(Jeffrey Sachs): Trump's Covid-19 recklessness is costing the US dearly

•   CNN(Jorge G. Castañeda): How Trump compares -- or not -- with Latin American strongmen

•   CNN(David Axelrod): Opinion: Kamala Harris faces unique challenges in the VP debate

•   CNN(Michael A. Nutter): Why Pennsylvanians should support Biden

•   CNN(Christine Flowers): Opinion: Why many Pennsylvania voters still like Trump

•   CNN(Errol Louis): US election 2020: Biden checkmates Trump on Covid

•   CNN(Lincoln Mitchell): Opinion: The one thing Trump's Covid infection won't change

•   Fox News(Newt Gingrich): Harris vs. Pence VP debate – Get ready for a truly historic encounter

•   Fox News(Jimmy Failla): Trump is on pace to win 2020 election in a 'lawn-slide' -- here's why I say that

•   매경(온기운): 전력 부족사태 언제든 닥칠수 있다

•   중앙(김현석): 기후 비상 극복과 전기요금제 합리화