Business Intelligence Monitor 201005

(Introduction)

[Markets]

•   Global: Stocks fall, dollar gains after Trump gets coronavirus

※   Stocks fall, oil slumps after Trump gets virus

※   U.S. payrolls disappoint, adding to bearish sentiment

※   Dollar holds gains, oil currencies fall on tumbling crude

※   Gold holds above $1,900 an ounce but heads lower

•   US: Stock Futures Gain on Improving Trump Outlook: Markets Wrap

•   Metals: Copper hits seven-week lows after Trump tests positive for coronavirus

•   Grains: Corn off 7-month peak as Trump coronavirus news cools investors

[Indicators]

•   US Sep. Nonfarm payrolls: Job Gains Slow as More Layoffs Become Permanent

※   WSJ: Long-Term Unemployment Poses Rising Risk to the Economy

※   WSJ: The U.S. Jobs Recovery Is Sputtering

•   Eurozone Sep. CPI: Eurozone’s second month of deflation raises pressure on ECB

•   한국 8월 주택 인허가·착공·분양: 코로나 직격탄, 서울 주택 인허가·착공·분양 일제히 급감

•   한국 주간 아파트 가격(감정원): 전셋값 66주째 상승… 거래량 역대 최저치

•   Japan Aug. Employment:Japan jobless rate hits 3-year high despite chronic labor shortage

•   Japan Sep. Consumer confidence: Japan's Sept. consumer confidence improves as virus resurgence slow

•   Indonesia Sep. CPI: Further GDP contraction projected as Indonesia records third-month deflation

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: How Covid Broke Times Square, the Heart of New York’s Economy

•   WSJ: Trump Could Be Out of Hospital Monday, Doctors Say

•   WSJ: The Stock Market’s Leaders Appear Most Vulnerable to Biden’s Tax Plan

•   WSJ: U.S. to Investigate Vietnam for Currency Manipulation

•   WSJ: U.S. Adds 50,000 New Coronavirus Cases

•   WSJ: New York City to Close Schools in Some Neighborhoods Due to Rising Covid-19 Cases

•   WSJ: Coronavirus Surge in Mail Voting Likely to Lead to More Rejected Ballots

•   WSJ: Dallas Fed’s Kaplan Lays Out Path for Additional Federal Reserve Aid, If Needed

•   WSJ: Covid-19 Vaccine Deployment Would Give Global Economy a Lift Next Year

•   WSJ: GM, Ford Need Electric-Car Batteries, but Take Different Paths to Get Them

•   WSJ: Tesla Quarterly Deliveries Hit Record as Car Maker’s Pandemic Recovery Speeds Up

•   WSJ: Biden Scores 14-Point Lead Over Trump in Poll After Debate

•   WSJ: Economy Week Ahead: Services, Trade and the Fed

•   WSJ: Warehouse, Parcel Operators Add Thousands of Jobs Ahead of Holidays

•   WSJ: America’s Main Street Revival Goes Into Reverse, Cutting a Small-Town Lifeline

•   NYT: As Trump Sows Doubts on Mail, Democrats Push More In-Person Voting

•   NYT: Trump Hospitalized With Coronavirus

•   NYT: The Busy Week When the President Met the Virus

•   NYT: 74 and Overweight, Trump Faces Extra Risks From ‘a Very Sneaky Virus’

•   NYT: Trump’s Illness Makes It Clear: This Election Was Always About the Virus

•   NYT: Trump’s Positive Coronavirus Test Upends Campaign in Final Stretch

•   NYT: Trump’s Symptoms Described as ‘Very Concerning’ Even as Doctors Offer Rosier Picture

•   NYT: For Trump, the Only Medical News Is Good Medical News

•   NYT: A White House Long in Denial Confronts Reality

•   NYT: The President’s Illness Is Yet Another Dividing Line in the Trump Era

•   NYT: Poll Finds Voters in Two Crucial States Repelled by Trump’s Debate Behavior

•   NYT: With Trump Sidelined, His Campaign Promises MAGA as Usual

•   NYT: New Supreme Court Term Could End Roberts’s Dominant Role

•   NYT: The Pandemic Depression Is Over. The Pandemic Recession Has Just Begun.

•   WP: How Trump amassed a red-state army in the nation’s capital — and could do so again

•   WP: Presidential debate rules may change--but Trump signals he won?t accept the changes

•   WP: An army of doctors. Access to an experimental drug. A special patient gets special care.

•   WP: Their president is hospitalized, but that hasn’t changed their view of the coronavirus

•   WP: White House gives confusing and incomplete answers about Trump’s health as president says he is ‘feeling well’

•   WP: As Trump battles coronavirus, no plans for Pence to assume temporary authority, say administration officials

•   WP: As virus spreads across GOP ranks, some Republicans say party will pay price for ‘stupid’ approach

•   WP: 5 big questions on the White House’s botched handling of Trump’s coronavirus diagnosis

•   WP: Trump claims that he had no choice but to risk his own health. Americans disagree.

•   WP: How the White House is trying to convince America that Trump’s illness isn’t a big deal

•   WP: Little evidence that White House has offered contact tracing, guidance to hundreds potentially exposed

•   WP: Coronavirus relief deal elusive as Pelosi says Democrats await agreement from the administration

•   WP: Older voters may turn out to be the Democrats’ 2020 heroes

•   WP: There’s no real question that Biden won the first presidential debate

•   WP: U.S. exporters struggle to gain ground as global recession remains severe

•   WP: Trump’s coronavirus diagnosis could have meaning long after Election Day

•   FT: EU and UK prepare for last-ditch Brexit talks

•   FT: Johnson and von der Leyen agree to ‘intensified’ trade talks

•   FT: What happens if a candidate must withdraw from a presidential election?

•   FT: EU imposes long-delayed sanctions on Belarus regime

•   FT: ECB confident it can overcome challenges to create a digital euro

•   FT: With 1m dead, are we any better at treating Covid-19?

•   FT: Clean energy group NextEra surpasses ExxonMobil in market cap

•   FT: Armenian forces bomb Azerbaijan’s second city as fighting escalates

•   FT: China rolls out experimental Covid vaccine as it eyes global market

•   FT: Vaccinating all of UK ‘not going to happen’, says task force head

•   FT: Ex-Chinese official ran TikTok’s content policy as app went global

•   FT: Central Europe struggles in second Covid surge after earlier success

•   FT: Barnier to hold fisheries talks in bid to break Brexit deadlock

•   FT: Samsung mounts 5G offensive as countries review Huawei networks

•   FT: Johnson tells UK to live ‘fearlessly but with common sense’

•   FT: Virus forces Trump offstage in campaign’s crucial final stretch

•   FT: Thai activist vows to escalate protests against monarchy

•   FT: Lockdown measures drive used car prices to record growth

•   FT: UK government puts temporary block on coal mine plan

•   FT: First doses of US vaccine must be strictly rationed, says report

•   FT: Brussels’ next financial policy chief warns of Brexit frictions

•   FT: The jobs market is far bleaker than the headline stats show

•   FT: Will increased US political uncertainty boost the dollar?

•   FT: Foreigners rush into China’s policy bank bonds at record pace

•   Guardian: Leak reveals possible harsher three-tier Covid plan for England

•   Bloomberg: SMIC Says U.S. Is Placing Export Restrictions on Its Suppliers

•   Bloomberg: Saudi Arabia Pegs Budget to Oil at Around $50, Goldman Says

•   Bloomberg: Spain’s Toxic Politics, Health Woes Have Got Merkel Worried

•   Bloomberg: Trade Tensions Grow From Frozen Food to Blueberries

•   Bloomberg: Traders Brace for a Jolt With Trump’s Health, Stimulus in Focus

•   Bloomberg: Emerging Markets Look to Hold the Line as U.S. Disarray Mounts

•   Bloomberg: Saudi Tax Relief Unleashed for Home Buyers to Keep Boom Rolling

•   Bloomberg: Senate’s Supreme Court Timeline Faces Scrutiny on Virus Fear

•   Bloomberg: Trump’s Vote-by-Mail Lawsuits Can Succeed Even If They Fail

•   Bloomberg: EU Set to Push WTO-Chief Bids of Nigerian, Korean Candidates

•   Bloomberg: House Coronavirus Relief Bill Would Ban Evictions

•   Bloomberg: How Bad Is Coronavirus in India? Country Hits 100,000 Covid Deaths

•   Bloomberg: Malaysia Sees Record Increase in New Coronavirus Cases

•   Bloomberg: Indonesia Jobs Bill Gets Parliamentary Backing, Antara Reports

•   Bloomberg: Indonesia’s Jokowi Calls for Balance Between Lockdown, Economy

•   Reuters: COVID-19 vaccine roll-out expected in less than 3 months in UK - The Times

•   Reuters: AstraZeneca's Japanese COVID-19 vaccine trial back up, U.S. still paused

•   Reuters: Myanmar's COVID quarantine campaign raises questions over election

•   CNN: Sean Hannity's phone call with Trump happened hours before the President announced covid-19 diagnosis

•   CNN: Analysis: Why Trump's newest credibility crisis feels like deja vu

•   CNBC: Millions of Americans may not be able to pay their rent in October. What to do if you’re one of them

•   CNBC: Markets could be overreacting to Trump getting the coronavirus, some strategists say

•   CNBC: Americans could face a long wait for more federal aid if current stimulus talks fail

•   CNBC: The coronavirus could pose a severe threat to patients like President Donald Trump, data shows

•   Fox News: Biden plans to attend next debate, hopes Trump will be able to participate, campaign says

•   Fox News: What is dexamethasone, the newest drug in Trump’s COVID-19 treatment?

•   Fox Business: Could the second presidential debate be held on Zoom?

•   Politico: Biden looks to seal election after Trump's week from hell

•   SCMP: Donald Trump’s four years in power have ‘totally changed manufacturing’, say US firms forced to rethink supply chains

•   매경(P1): 결혼·출산 ‘NO`…내년 5만명 덜 낳는다

•   매경(P1): 주식양도세 기준 강화 `제동`…김태년 "당정협의 거쳐 조정"

•   매경: [단독] 최태원, 코로나후 첫 오프라인회의

•   매경: `트럼프 트윗`만 바라보는 美증시…국내영향은 제한적

•   매경: `10월 깜짝 美·北회담` 사실상 물건너갔다

•   매경: 韓日기업인 입국완화 합의…음성판정땐 자가격리 면제

•   매경: 법정시한 툭하면 어기는 `공정위 조사`…멍드는 기업들

•   매경: 태양광 지원금 뭉칫돈에…갈등 커진 농촌 민심

•   매경: 2차 재난지원금 지급…추석 전에 절반 완료

•   매경: 마이크론, 화웨이發 실적 타격…삼성·하이닉스에 번질라

•   매경: 中 SMIC 제재에…반도체株 3분기 웃을까

•   매경: 서울 아파트 분양 5주째 `0`…연휴이후 전국 3644가구 청약

•   한경(P1): [단독] 예산 투입하고 '나몰라라'…국고보조사업 90%는 부실

•   한경: 60조 넘은 국고보조금…지자체 재정도 '몸살'

•   한경(P1): 현대·기아차, 美 판매 증가…코로나 후 첫 '동시 반등'

•   한경: 국가채무 전망치 축소 의혹…국회예정처 "정부, 상세 근거 공개하라"

•   한경: 대기업 '급전대출' 5조 줄일 때 中企 10조 늘려

•   한경: 태블릿의 귀환' 삼성 국내 판매 30% 늘었다

•   서경(P1): [단독]덜 내고 더 받고···더 내고 덜 받고···'역차별 실업급여' 손놓은 정부

•   서경(P1): [단독]'현실 무시' 신재생의 민낯···올 수상태양광 설치 '0'

•   서경: 주민과 마찰···완공까지 11년 걸리기도

•   서경: 수수료 50원 낼 줄 몰라 사업인증서 말소···태양광 과속 '웃픈 현실'

•   서경: 현대硏 “韓경제, 코로나 이전 돌아가려면 내년 하반기 돼야”

•   서경: 한전 5일 베트남 석탄화력소 사업 승인 결정할 듯

•   서경: 삼성 '갤폴드' VS LG '롤러블'...플렉시블 누가 휘어잡을까

•   조선(P1): 버스·지하철서 마스크 안쓰면 과태료 10만원

•   조선(P1): 방한 취소 폼페이오, 일본만 방문

•   조선: 학교 태양광에 5000억… 年 전기생산은 120억

•   조선: [단독] 한수원이 산정한 탈원전 손실 최소 1조4000억원, 이 중 최소 6600억원은 정부에 청구할듯… 결국 전기료로 메워야

•   조선비즈: 너도 나도 배터리 생산… 어제의 거래처가 오늘의 경쟁자로 돌변

•   조선비즈: 미·영·네덜란드 '원전 건설'로 선회…"한국은 탈원전으로 역행"

•   조선비즈: 결국 전기료에 전가되는데… '석탄' 제때 못내린 발전사들 체선료만 1000억원

•   TV조선: [단독] 갑작스러운 월성1호기 영구정지…178억 날릴 위기

•   한국: [단독] '부채 20조' 석유공사가 사업성 없는 풍력발전 떠안은 까닭은?

•   경향(P1): 산사태 주범? 중금속 범벅? 태양광발전에 대해 우리가 잘못 알고 있는 것들 [팩트체크]

•   머니투데이: [단독]수소발전 뜨니 허가만 받아놓고…10중 8은 첫삽도 안떴다

•   머니투데이: Fed도 '고용안정' 팔 걷었는데…한은은 "신중"

•   머니투데이: 연휴 끝, 신용대출 금리인상 일제히 인상

•   더벨: 인프라코어 인수 참여 FI, 들러리로 전락하나

•   파이낸셜뉴스(P1): 與도 '공정경제3법' 신중론…수위 낮아질까

•   파이낸셜뉴스: 재정건전성·탈원전 타깃… 플랫폼 갑질 등 공정이슈 급부상 [국정감사 D-3]

•   파이낸셜뉴스: 삼성, 대만 TSMC 추격 고삐… 내년 진검승부 전망

•   파이낸셜뉴스: 서울 신고가 아파트 줄잇는데… 집값은 보합세 '미스터리'

•   이데일리(P1): 20억 초고가 전세도 속출…전셋값이 집값하락 막나

•   이데일리: “천정부지 전셋값, 추석 후에 또 오른다…집값도 우상향 전망”

•   이데일리: 월세전환 가팔라진다…“전월세전환율 인하도 소용없어”

•   이데일리: “보증금 떼일라”…깡통전세 주의보

•   이데일리: 상온 노출 의심 백신 2295건 접종…접종 재개 시기 '불투명'

•   이데일리: 상반기 신재생에너지 전력거래, 폐기물 없이도 역대 최대

•   이데일리: [마켓인]대어 등판에 치열해진 두산인프라코어 매각전 '눈치싸움'

•   이데일리: 탈석탄 선언, 적도원칙 가입‥'친환경' 불붙은 금융권

•   이데일리: "누가 대통령 되든 美·中 갈등 격화…韓, 특정국 경제 의존 줄여야"

•   이데일리: "기업 실적 보면 주식 매력적이지 않아…대안 없어 투자"

•   연합: "시중은행 해외석탄발전 대출 2천억 넘어…탈석탄 역행"

•   뉴스1: [제주 신재생에너지의 덫]㊤ 남아도는 전력…풍력발전 툭하면 멈췄다

•   뉴스1: [제주 신재생에너지의 덫]㊥ "지금도 넘치는데"…두 배 더 짓겠다?

•   뉴스1: [제주 신재생에너지의 덫]㊦ 태양광발전으로 마라도 45배 파헤쳐질 위기

•   Power Engineering: U.S. nuclear power plants 9 of top 10 generators in 2019: EIA

•   건설경제: LNG 발전업계 수익성 악화 ‘한숨’

•   OilPrice.com: Venezuela’s Oil industry May Never Recover

•   OilPrice.com: Why Energy Investors Are Pivoting Towards ESG Funds

•   OilPrice.com: The Geopolitical Impact Of A Natural Gas Revolution

•   OilPrice.com: What Trump’s Positive COVID Test Means For Oil

•   MINING.com: Iron ore exports from Brazil hit highest level since 2015

•   전자신문(P1): 이통 3사, 삼성전자에 '28GHz 5G' 상용 기지국 첫 발주

•   Phone Arena: Samsung Galaxy Z Fold 2 long-term review: Still exciting?

•   Robotics & Automation News: How Machine Learning is Revolutionizing Shipping

•   Robotics & Automation News: ABB enhances portfolio of high-speed industrial robots with Codian acquisition

•   Nikkei Asian Review: Japan's Suga rules out snap election 'for time being'

•   Nikkei Asian Review: Sony and Kioxia seek US approval to bypass Huawei ban

•   Economic Times: What key indicators reveal about the Indian economy's recovery rate

•   Livemint: Can India replace China as the world’s factory?

•   Business Standard: Union Budget 2021: Finance Ministry to start budgetary exercise from Oct 16

•   Folha de S.Paulo: With 881 New Covid-19 Deaths, Brazil Reaches 144 thousand Deaths

•   Jakarta Post: RI at crossroads in climate action journey in wake of pandemic

•   Viet Nam News: Việt Nam's economic recovery forecast to be on track

[Opinions]

•   Project Syndicate(Otmar Issing): The Danger of Following the Fed

•   Project Syndicate(Sophia Kalantzakos): Critical Minerals and the New Geopolitics

•   Project Syndicate(Jayati Ghosh): A Multicolored New Deal

•   Project Syndicate(Joseph E. Stiglitz): The Republican Threat to the Republic

•   Project Syndicate(William A. Haseltine): Herd Immunity Will Not Defeat COVID-19

•   Project Syndicate(Elizabeth Drew): The Next Civil War?

•   Project Syndicate(Dalia Marin): Eastern Germany’s New Growth Engine

•   Project Syndicate(Robert H. Frank): The Way We Could Live Now

•   FT(Editorial Board): López Obrador becomes Latin America’s new strongman

•   FT(Editorial Board): Trump’s virus poses new risks in US election

•   FT(Rana Foroohar): Covid recovery will stem from digital business

•   FT(Edward Luce): Trump’s coronavirus October surprise

•   FT(Gavyn Davies): Global goods sector drives economic recovery

•   FT(Ben Hall): EU must seize the moment to defend rule of law

•   FT(Graham Allison): China’s geopolitics are pumped up by its economic success

•   FT(Christopher Caldwell): Trump’s positive coronavirus test will cement US divisions

•   FT(Derek Brower): Oil market has not priced in prospect of a Biden victory

•   FT(Mark Lewis): Why the need for green hydrogen points to higher carbon prices

•   FT(Lex): US stocks: presidential ailments

•   WSJ(Holman W. Jenkins, Jr.): It’s No Surprise When Someone Gets Covid

•   WSJ(Kimberley A. Strassel): The James Comey Election

•   WSJ(Peggy Noonan): Coronavirus Delivers an October Surprise

•   WSJ(Andy Kessler): TikTok Meets the Meddling Feds

•   WSJ(Scott Gottlieb, Yuval Levin): The Trump Coronavirus Spread

•   WSJ(Laurence Kotlikoff, Michael Mina): Beat Covid Without a Vaccine

•   WSJ(Mark Skousen): New Stat Augurs Well for Covid Recovery

•   WSJ(John Yoo): A Winding Constitutional Path From Trump to Pence to Pompeo

•   WSJ(teven E. Landsburg): The Cynicism of Joe Biden’s Minimum-Wage Politics

•   WSJ(Bob Brody): Trump Can Champion Coronavirus Awareness

•   NYT(Editorial Board): Get Well, Mr. President

•   NYT(Editorial Board): The American People Need the Truth

•   NYT(Paul Krugman): The Very Strong Case for Bidenomics

•   NYT(Ross Douthat): The Tragedy of Trump and the Coronavirus

•   NYT(Melinda Wenner Moyer): Biden Tested Negative. He Could Still Have the Coronavirus.

•   NYT(Aaron E. Carroll): Testing Was Not Enough to Protect Trump's White House From Coronavirus

•   WP(Editorial Board): The nation needs the truth on President Trump’s illness

•   WP(Editorial Board): The U.S. economy needs modernization. We can’t wait another 4 years for that to happen.

•   WP(Editorial Board): Erdogan’s reckless intervention is fueling fighting in Azerbaijan and Armenia

•   WP(Catherine Rampell): September jobs report shows U.S. economy missing more jobs now than it did at worst point of any prior postwar recession

•   WP(Max Boot): Trump has been reckless with his own health — and our nation’s security

•   WP(Henry Olsen): We have a tough economic recovery ahead — no matter who wins in November

•   WP(Dana Milbank): Let’s wish Trump good health — and a healthy realization that his actions have consequences

•   WP(George F. Will): How covid-19 could make a case against big government

•   WP(Paul Waldman): Trump thought he could beat the virus with spin. That’s why he’s now infected.

•   WP(Kathleen Parker): The best outcome for Trump: He recovers and newly commits to fighting the virus

•   WP(Karen Tumulty): This is exactly why we need to know the truth about Trump’s health

•   WP(Megan McArdle): The coronavirus is all reality, no show. That’s why Trump’s diagnosis is so nerve-racking.

•   WP(Helaine Olen): Remember Trump’s taxes? They are still a scandal.

•   WP(Leana S. Wen): What to watch for in the aftermath of Trump’s positive coronavirus test

•   WP(Leana S. Wen): Doctors say Trump may go home Monday. Based on what they’ve told us, that’s a bad idea.

•   WP(Joseph G. Allen): The White House coronavirus outbreak shows that testing alone is not enough

•   WP(Fred Hiatt): Only the Trump team could spin this into even riskier messaging about the virus

•   WP(James Downie): Reality smacks Trumpworld, but the bubble remains

•   Bloomberg(Mohamed A. El-Erian): Trump Illness Exposes Underlying Market Tension

•   Bloomberg(Niall Ferguson): A Craving for Normalcy Spells the End of a Populist Presidency

•   Bloomberg(Mihir Sharma): India Heads Down Right Path at Wrong Speed

•   Bloomberg(John Authers): Trump Just Delivered the Ultimate October Surprise

•   Bloomberg(Therese Raphael): Boris Johnson's Covid Case Has Echoes for Trump

•   Bloomberg(Karl W. Smith): Biden Can Break the Impasse on Coronavirus Relief

•   Bloomberg(Jonathan Bernstein): With Trump Ill, Honesty Is Essential

•   Bloomberg(Cass R. Sunstein): What Happens If Trump Is ‘Unable’ to Govern

•   Bloomberg(Andreas Kluth): Would a Universal Basic Income Make Us Lazy or Creative?

•   Bloomberg(Matthew A. Winkler): China Is Winning the Virus-Economy Recovery Race

•   Bloomberg(Richard Cookson): Inflation Targeting Is a Very Stupid Policy

•   Bloomberg(Timothy L. O'Brien): Donald Trump Failed to Protect America, and Himself

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Congress Needs to Act Boldly to Help the Unemployed

•   CNBC(Frederick Kempe): Trump’s coronavirus diagnosis provides China with fresh gains in great power contest

•   CNN(Charles Marohn): Building more roads won't help fix America's economy

•   CNN(Peter Bergen): Opinion: How President Trump wound up in the hospital

•   CNN(John Avlon): Opinion: Trump's politics of sickness boomerangs back

•   CNN(Miles Taylor): Trump's diagnosis threatens the stability of our country

•   CNN(Celine Gounder): It's concerning that President Trump got so sick so quickly

•   MarketWatch(Mark Hulbert): Trump’s coronavirus adds uncertainty to the stock market, but one investor says to ‘look through the fog’ to longer-term prospects

•   MarketWatch(Paul Brandus): Trump tests positive for coronavirus. At stake: the campaign, the operation of the federal government and the makeup of the Supreme Court

•   MarketWatch(Pierre Briançon): Why Trump’s virus infection resonates globally, and adds a new layer of uncertainty to world affairs

•   Fox News(Qanta Ahmed): Trump COVID-19 hospitalization doesn’t mean he’s seriously ill — I expect his full recovery

•   Fox News(Steve Scalise): Trump actions on coronavirus saved hundreds of thousands of lives, new report shows

•   Fox News(Rebecca Grant): Trump ailing but national security not at risk — president still in command

•   Fox News(Janette Nesheiwat): Trump and COVID-19 — some encouraging signs so far

•   Nikkei Asian Review(William Pesek): Tokyo exchange failure shows why Japan's own stock is falling

•   중앙(조형규): 원자력, 우주 개발의 새 시대를 열다

•   뉴스1(류정민): 뼈를 깎는' 자구안은 두산만이?…1100여명 떠난 두산重