Business Intelligence Monitor 201006

(Introduction)

[Markets]

•   Global: U.S. stocks, crude jump on revived stimulus hopes, Trump's improving health

•   China: SMIC shares fall as Chinese chipmaker warns of hit from US curbs

•   한국: 외인·기관 동반매수에 코스피 1.3%↑…2,350대

•   한국: 신용 줄고 대주주 규제까지...개미들 ‘수비모드’

•   한국: 두산그룹주 거의 다 상승, 두산중공업 두산밥캣 5%대 올라

•   Metals: Copper falls despite reports of improvement in Trump's health

•   Grains: U.S. wheat sharply higher on dryness concerns, corn flat, soy weak

•   DRAM: 서버 D램 고정거래價 3개월째 하락

[Indicators]

•   US·Europe·Asia Sep. Service PMI: U.S. Services Activity Rose as New Curbs Weighed on Europe, Asia

•   US Oct. Equipment manager confidence:Equipment Manager Confidence Continues Mid-Range

•   한국 9월 신용대출: 계속되는 ‘영끌’ ‘빚투’ 9월 신용대출도 2.4조↑

•   한국 9월 건설기업 경기실사지수: 건설업 체감경기 3개월 만에 소폭 반등…지난달 CBSI 75.3

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump to Leave Hospital Monday, as White House Cases Mount

•   WSJ: U.S. Steps Up Efforts to Counter China’s Dominance of Minerals Key to Electric Cars, Phones

•   WSJ: Russia Fast-Tracks Second Coronavirus Vaccine

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

•   WSJ: The Covid Economy Carves Deep Divide Between Haves and Have-Nots

•   WSJ: States Overpaid Coronavirus Unemployment Claims, and They Want the Money Back

•   WSJ: New U.S. Coronavirus Cases Fall Below 40,000 for First Time in a Week

•   WSJ: New York City to Close Schools in Areas With Covid Clusters on Tuesday

•   WSJ: Fed’s Evans Says New Inflation Framework Would Have Limited Earlier Rate Hikes

•   WSJ: Covid-19 Vaccine Delivery Will Present Tough Challenge to Cargo Airlines

•   NYT: As Trump Seeks to Project Strength, Doctors Disclose Alarming Episodes

•   NYT: After Biden’s Exposure to Trump, His Team Is Cagey on Health Questions

•   NYT: With President in the Hospital, a V.P. Debate Takes On Outsize Import

•   NYT: At Afghan Peace Talks, Hoping to End Their Fathers’ War

•   NYT: White House Is Not Contact Tracing ‘Super-Spreader’ Trump Rose Garden Event

•   NYT: CDC: Coronavirus May Be Adrift in Indoor Air

•   NYT: As Coronavirus Invades West Wing, White House Reporters Face Heightened Risks

•   NYT: Steven Mnuchin’s Deal Staved Off Catastrophe. Can He Make Another One?

•   NYT: ‘The Coal Industry Is Back,’ Trump Proclaimed. It Wasn’t.

•   NYT: Another Sign of a Blue Arizona: Poll Shows Joe Biden Holding Steady Lead

•   NYT: Calamities Challenge California’s Economic Foundation

•   WP: Trump's illness halts campaign just when it needs an October boost

•   WP: The serious political and health risks Republicans are taking in moving forward with the Barrett hearings

•   WP: Trump kept saying victory over the coronavirus was near. Then he got sick.

•   WP: Concern rises for White House residence staffers as their workplace emerges as a virus hot spot

•   WP: Republicans face major head winds in final stretch to maintain Senate majority

•   WP: Trump and Biden are both courting the votes of Black men. Will it make a difference?

•   WP: California sees first ever ‘gigafire’ and passes 4 million acres burned

•   WP: ‘Doomed to fail’: Why a $4 trillion bailout couldn’t revive the American economy

•   FT: Thousands of companies sue US over China tariffs

•   FT: IMF calls on rich nations to boost public investment

※   IMF: Fiscal Monitor: October 2020 (CH 2)

•   FT: ExxonMobil to axe 1,600 jobs in Europe

•   FT: Venezuela’s Maduro wins appeal over $1bn of gold at Bank of England

•   FT: Indonesia’s parliament passes sweeping reform bill

•   FT: Q&A: How much do we know about Trump’s Covid infection?

•   FT: Which coronavirus drugs has Trump been prescribed?

•   FT: Johnson heralds UK green investment to meet climate targets

•   FT: Thousands of jobs at risk as Cineworld closes UK and US screens

•   FT: Rishi Sunak commits to strong public finances and warns of ‘hard choices’

•   FT: UK pub and restaurant bonds sink on new round of Covid-19 curbs

•   FT: Iran’s stock-buying frenzy gives way to market fall

•   FT: The ECB struggles to address its gender imbalance

•   FT: Fraying ECB consensus poses diplomatic challenge for Lagarde

•   FT: A new cold war: Trump, Xi and the escalating US-China confrontation

•   FT: Small businesses face ruin as UK lenders block access to Covid loans

•   FT: Japan business lobby denies climate change sabotage claim

•   FT: Bet on Japan’s new prime minister and regional banks turns sour

•   Bloomberg: U.S. Stimulus Talks Grind On Without a Deal Despite Trump Urging

•   Bloomberg: Trump Aides Unsure They Can Keep Him Contained at White House

•   Bloomberg: Pompeo Seeks to Show United Front on China Despite Virus Crisis

•   Bloomberg: South Korean Firms Reluctant to Bring Production Back From China

•   Bloomberg: WHO: 10% of World's People May Have Been Infected With Virus

•   Bloomberg: Covid-19 Making a Dangerous Comeback in Most Parts of U.S.

•   Bloomberg: Covid Worsens Crisis in World’s Most Unaffordable Housing Market

•   Bloomberg: Hyundai Confident on Flying Cars, Steps Up Plans for Full Lineup

•   Bloomberg: Exxon’s Plan for Surging Carbon Emissions Revealed in Leaked Documents

•   Bloomberg: Self-Driving Cars Could Be Operating Daily In 1-2 Years—Just Not in Big Cities

•   Bloomberg: Half a Billion Travelers Show China’s Economy Moving Past Covid

•   Bloomberg: Americans Poised to Set New Rooftop Solar Record Despite Virus

•   Bloomberg: European Green Law Risks Delay as Leaders Seek to Defer Decision

•   Bloomberg: The Pandemic Has Only Increased Our Economic Growth Obsession

•   Bloomberg: Americans Are Driving Less Than Before Pandemic, and It’s Permanent

•   Bloomberg: Johnson Backs Wind Power In Bid to Shift Focus to Green Growth

•   Bloomberg: Spain’s Emergency Wage Support May Be Extended Yet Again in 2021

•   Bloomberg: Covid Hastens an Overdue Reckoning for U.K. Economy

•   Bloomberg: EU Throws Its Weight Behind Nigerian, Korean WTO-Head Contenders

•   Bloomberg: BOE’s Haskel Says He Stands Ready to Vote for More Stimulus

•   Bloomberg: Iran Warns Azerbaijan and Armenia Over Fighting Near Border

•   Bloomberg: Brazil Says Privatizations Will Help Save the Environment

•   Bloomberg: An IMF Economist on the Challenge of Finding the Neutral Rate of Interest

•   Bloomberg: Most U.S. Oil Jobs Lost in Pandemic Won’t Return at These Prices

•   Bloomberg: EU Commission Chief Self-Isolates, Tests Negative After Exposure

•   Bloomberg: Modi’s Key Reforms Stall as Pandemic Upends India’s Economy

•   Bloomberg: Supreme Court Rejects Challenge to Pennsylvania Shutdown Order

•   Bloomberg: After Covid-19 Vaccine Sprint Comes Production, Distribution Pain

•   Reuters: BOJ's Kuroda warns pandemic to keep economic uncertainty 'very high'

•   CNN: Covid-19 could kill 2,900 Americans a day in December, researchers say. Here's why, and how you can make fall and winter better

•   CNN: What Trump's battle with Covid means for the stock market

•   CNN: Exxon briefly dethroned as America's most valuable energy company

•   CNBC: Paris to be put on 'maximum alert' with more Covid-19 restrictions

•   CNBC: China technology companies face geopolitical, coronavirus changes

•   CNBC: China’s economic recovery from the coronavirus will lift its neighbors in Asia, says Invesco

•   CNBC: Trump's coronavirus infection and signs of economic weakness pose reelection challenges

•   CNBC: Goldman says it would upgrade its economic forecasts if there’s a blue wave

•   CNBC: Business leaders call for reforms as global economy faces 'worst state in a century'

•   MarketWatch: Trump tweets ‘Don’t be afraid of Covid.’ Americans tell him why they’re still scared.

•   MarketWatch: Trump's coronavirus recovery, stimulus hope, election clarity: What's really driving the market?

•   MarketWatch: Riding a wave of low interest rates, mortgage lenders rush to take their companies public

•   Fox News: Trump pledges 'biggest tax cut ever' if he wins election in November

•   Politico: The world's hottest spy target: Trump's health

•   SCMP: China holiday spending improves from May, but still a third below last year’s ‘golden week’

•   SCMP: Does China’s one-party system blind it to why it’s a US election issue?

•   SCMP: People’s Bank of China’s digital currency already used for pilot transactions worth 1.1 billion yuan

•   SCMP: China leads UN call for US to end ‘coercive’ sanctions

•   SCMP: China says US and Indian bans on TikTok, WeChat broke WTO rules

•   매경(P1): [단독] 김종인의 역제안 "노동법도 고치자"

•   매경: 노조 편만 드는 노동법…기울어진 노사 균형추 바로잡을까

•   매경: 재계 "만시지탄…이제라도 논의해 다행"

•   매경(P1): 나랏빚 급증 못막는 `맹탕` 재정준칙

•   매경: 巨與에 휘둘린 재정준칙…구속력 없어 `세금 퍼주기` 못막아

•   매경(P1): `전세가＞매매가` 역전 수도권 아파트로 확산

•   매경: 졸속 임대차법에 치솟는 전셋값…집값보다 비싸 `깡통 전세` 걱정

•   매경: 전세 5%이내 올리라더니…임대업자는 10%도 괜찮다?

•   매경: 중산층 선호 `20·30평대` 전셋값 가장 많이 뛰었다

•   매경: 한전, 베트남 석탄발전 예정대로 투자 추진한다

•   매경: 심상찮은 법인세 체납 증가…올해 상반기에만 1.6조 돌파

•   매경: 대한상의 "40조 기안기금 지원 속도 내야"

•   매경: 5G 800만명 넘었다…상용화 16개월만

•   매경: 두산오너家 퓨얼셀 지분 대부분 팔아 두산重 투입

•   매경: [단독] 투자에 쓴다더니…빚 갚는 데 쓴 상장사들

•   매경: 최근 5년간 공매도 498조원…시총 1·2·3위 총합보다 많아

•   한경(P1): 茶山경제학상, 신관호 교수

•   한경(P1): [단독] 팔지못한 해외부동산 8조…증권업계 '시한폭탄' 되나

•   한경: 강남 핫플레이스마저 휘청…압구정·논현역 '텅 빈 상가' 속출

•   한경: 금통위원들·Fed 출신 경제석학…미국 통화정책 놓고 난상토론

•   한경: 예산 절반도 못쓴 사업, 5년간 1237개

•   한경: 만만찮은 '3敵'의 공세…K배터리 아성 흔들리나

•   한경: 글로벌 '친환경 훈풍'…그린산업株 다시 뜨나

•   한경: [마켓인사이트]현대重 두산인프라코어 인수 참여, 두산모트롤 M&A에도 불똥 튀나

•   서경(P1): 이낙연, 재계 만나 기업규제 3법 논의

•   서경(P1): 한국차의 '쾌속 질주'···美점유율 9년來 최대

•   서경: 수출 파란불...‘전차시대’ 다시 열리나

•   서경: “코로나發 신흥국 금융위기, 글로벌 확산 우려"

•   서경: [심층분석]EU 온실가스 규제 강화하자...조선 웃고 해운 울고

•   서경: “불 안나고 오래가는 ESS 상용화 머지 않았죠”

•   조선: 전문가 “상온 노출에도 부작용 가능성은 낮다”

•   조선비즈: 대우조선부터 두산인프라까지... 현대重·산은 밀월, 이번엔 해피엔딩일까

•   중앙(P1): 포천 군부대서 37명 깜깜이 집단감염

•   중앙: “정부 생각이 가장 낡았다…한국 기업 좋은 일자리 만들 수 있나”

•   중앙: 현대차 ‘나홀로 진격’…3분기 영업익도 1조 넘는다

•   중앙: 정부 '나무 태우는 바이오매스' 오염물 석탄 뺨치는데 보조금

•   동아: 폼페이오 이어 왕이도 방한 연기

•   동아: 美 스마트TV 3대중 1대는 삼성전자 제품

•   동아: 이달 서울 분양물량, 1개 단지 752채뿐

•   동아: 서울 아파트 두 채 중 한 채 전셋값 4억 넘어

•   문화(P1): 국가 + 가계 + 기업 ‘부채 5000兆’

•   문화: 범법자만 양산하는 부동산정책… 올 규제위반 1625건

•   머니투데이(P1): [단독]與, 코스닥 '사업손실준비금' 부활…동학개미 '러브콜'

•   머니투데이: 여행 갈 사람들은 다갔다, 연휴에 진짜 30만명 온 제주

•   더벨: 두산그룹, 동대문 시대 최대 '10년' 더

•   더벨: 9월 공모채 시장, 수요우위 지속…AA급 쏠림 현상 뚜렷

•   더벨: 신속인수제, 넘치는 대체재에 관심 시들…낙인효과도 우려

•   더벨: 다시 이어진 두산-BCG 인연에 쏠리는 눈

•   헤럴드경제(P1): 규제 쓰나미…숨막히는 재계

•   헤럴드경제(P1): “내집 마련 적기는 내년 상반기”

•   헤럴드경제(P1): 文정부 ‘예타 건너뛴’ 재정사업 77조

•   헤럴드경제: 규제·재판 리스크 ‘설상가상’…재계, 경영 올스톱 ‘잔인한10월’

•   헤럴드경제: 서울아파트 그래도 ‘상승’…대란수준 전세불안도 ‘그대로’

•   헤럴드경제: “3기 신도시로는 부족…재건축·재개발 규제 풀어야”

•   헤럴드경제: 80%이상 바닥난 나라곳간…내년도 문제

•   헤럴드경제: “재정 좋은 편, 경제3법 해야” vs “국가빚 과다, 기업 옥죄기”

•   헤럴드경제: “한국 내년엔 무조건 플러스 성장…정부지출 덕분”

•   헤럴드경제: “우와~ 로봇이?” 미래형 치킨가게

•   파이낸셜뉴스: 은마 매매 한 건도 없었다… 서울아파트 거래량 '반의 반토막' [9월 서울 아파트 거래절벽]

•   파이낸셜뉴스: 이지스운용, 두산건설 논현동사옥 새 주인된다 [마켓워치]

•   파이낸셜뉴스: 배터리 3사 '나홀로 성장' 제동… 글로벌 배터리 경쟁 본격화

•   디지털타임스(P1): 왜 하필 지금… 공정경제3법 강행 논란

•   디지털타임스(P1): 국가산단 생산ㆍ수출 동반하락

•   디지털타임스: 탈원전으로 2030년까지 한수원 정원 1943명 ↓

•   이데일리(P1): 대주주 요건 완화' 與내부서 잇단 제동

•   이데일리: `3억 대주주` 코스피 `빅4`만 2만명…연말 '시한폭탄'

•   이데일리: “현대판 연좌제” 동학개미 반발에 靑 “일단 지켜보자” 관망모드

•   이데일리: 개인정보 침해·조세저항 우려도…대주주 3억 합산과세 곳곳이 지뢰밭

•   이데일리: 오늘부터 日비자발급 재개…이르면 이번주 단기체류도 합의

•   이데일리: [현장에서]‘기울어진 운동장?’…인프라코어 매각전 ‘아이러니’

•   이데일리: [미래기술25]배기가스 대신 수증기…공기정화하며 달리는 '찐환경차'

•   이데일리: [미래기술25]“수소연료전지, 내연기관 대체할 차세대 동력원”

•   이데일리: [미래기술25]니콜라 사태로 본 글로벌 수소전기차 생태계

•   이데일리: 코로나에도 삼성 또 깜짝 실적 기대…LG도 전 사업부문 실적 개선

•   연합: 대기업 21곳, 6년간 담합으로 12조 매출 올려

•   연합: 그린피스·이소영 의원 "붕앙2호기, 기후 위기 심화시킬 것"

•   연합: 한전, 석탄·원전發 전력 더 사들인다…전체 구매량 77% 전망

•   뉴스1: 태양광·풍력, 경제성 낙제점…"결국 국민 혈세로 채울 것"

•   뉴스1: "탈원전 매몰비용 1조4천억…전기요금으로 보전한다"

•   아주경제: 먹구름 드리운 두산그룹 구조조정 마지막 퍼즐 두산건설

•   뉴데일리: 두산인프라코어 '빈손' 우려… 중국법인 패소 땐 7000억 우발채무 | Save Internet 뉴데일리

•   스포츠경향: [단독]조수애, SNS 없앴다…박서원과 불화설 다시 솔솔

•   에너지경제: [글로벌 에너지] 재생에너지보다 비싼 원전…기후변화 대응 주역서 밀리나

•   Equipment Journal: Caterpillar to acquire Weir Oil & Gas - Equipment Journal

•   Equipment Journal: Volvo's approach to autonomous solutions - Equipment Journal

•   OilPrice.com: Libya’s Oil Production Jumps To 300,000 Bpd As Exports Rise

•   OilPrice.com: Saudi Arabia Sees Oil At $50 Until 2023

•   전자신문: 9월 SMP, 50원대까지 폭락...태양광·발전사업자 수익 악화 우려

•   Phone Arena: LG Wing preorder numbers fail to impress but there is a catch

•   Nikkei Asian Review: Toyota and Nissan demand UK cover tariffs if no EU deal reached

•   Nikkei Asian Review: Toyota to debut zero-emission fuel cell truck in US by 2024

•   Nikkei Asian Review: China triples Japan government bond purchases

•   Nikkei Asian Review: Flooded Asia: Why climate change hits region the hardest

•   Nikkei Asian Review: Severe winter forecast sparks recovery in Asia's LNG prices

•   Livemint: Total active covid cases in India drop as recoveries outnumbers daily cases

•   Business Standard: IT Q2 preview: Strong deal flow, traction in digital tech to drive earnings

•   Jakarta Post: Govt expects omnibus bill to improve foreign investment, economic growth in 2021

•   Viet Nam News: Credit growth expected to accelerate in final quarter

•   Myanmar Times: Myanmar FDI approval misses target, but huge projects expected this year

•   Myanmar Times: Myanmar manufacturing sector hit by new lockdown measures

[Opinions]

•   Project Syndicate(Kenneth Rogoff): The Stock-Market Disconnect

•   Project Syndicate(Daron Acemoglu): The Democrats Should Fight Fire with Water

•   Project Syndicate(Christiana Figueres): The Promise of Decarbonization

•   Project Syndicate(Jeffrey D. Sachs): The Lies That Infected Trump

•   Project Syndicate(Aso Taro, Le Minh Hung): Forging a Stronger Post-Pandemic ASEAN+3 Economy

•   FT(Editorial Board): Time is right for a new international debt architecture

•   FT(Angus Deaton): Why the world’s richest countries are not all rich

•   FT(Robert Shrimsley): ‘Maoist’ Downing Street faces its own revolution

•   FT(Stephen Roach): The end of the dollar’s exorbitant privilege

•   FT(Courtney Weaver): White House Covid outbreak underlines a stark national divide

•   WSJ(Gerard Baker): Outside Walter Reed, a Misinformation Epidemic

•   WSJ(Allysia Finley): Trump Takes Zinc. Maybe You Should Too

•   NYT(Paul Krugman): Bidencare Would Be a Big Deal

•   NYT(Gail Collins, Bret Stephens): There Is Too Much Happening

•   NYT(Frank Bruni): A President in the Hospital and a Nation in the Dark

•   WP(Max Boot): The GOP’s coronavirus denialism finally catches up with its leaders

•   WP(Jennifer Rubin): Trump’s debate conduct and virus fiasco inflict more damage

•   WP(Paul Waldman): The Supreme Court’s right-wing revolution has quietly begun

•   WP(Paul Waldman, Greg Sargent): Trump’s latest madness may herald large-scale GOP collapse

•   WP(Benjamin L. Ginsberg): How Trump’s remark about poll watchers threatens another election norm

•   WP(Edward B. Foley): Think the Constitution lets voters pick the president? Better read it again.

•   WP(Maya MacGuineas): The debt is huge because Trump kept his promises

•   WP(David Byler): What we do and don’t know about the election after Trump’s positive coronavirus test

•   Bloomberg(Justin Fox): Who’s Still Working at Home? You, Probably

•   Bloomberg(John Authers): Trump Upends a Comforting Market Narrative

•   Bloomberg(Jared Dillian): ESG Investing Looks Like Just Another Stock Bubble

•   Bloomberg(Jonathan Bernstein): White House Deceptions Don't Help Donald Trump

•   Bloomberg(Michael R. Strain): K-Shaped Recoveries End Well for Everybody

•   Bloomberg(Mark Buchanan): Coronavirus Vaccine: It's the Vulnerable Vs. Super-Spreaders

•   CNN(Michael D'Antonio): Will the virus change Donald Trump?

•   CNN(David Axelrod): Did Trump try to cover up his Covid-19 infection?

•   CNN(Justin Gest): Swing states: The three biggest myths

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

•   MarketWatch(Pierre Briançon): Why Boris Johnson’s leadership is contested within his own party, as a possible alternative leader emerges

•   MarketWatch(Peter Morici): The case for Trump

•   MarketWatch(Mitch Tuchman): The COVID-19 grind seems unbearable — but it’s not forever

•   Fox News(Liz Peek): 2020 VP debate – why this one matters more than most

•   Fox News(James Carafano): Trump hospitalized for coronavirus – what's the impact on US foreign policy?

•   Fox News(Newt Gingrich:): China infiltrates US – Hunter Biden, other examples show extent of the problem

•   한경(정종태): 탈원전 운명, 감사원에 달렸다

•   서경(전영환): 비용 기반 전력시장 이대로는 안 된다