[Markets]
• 한국: 동학개미는 월동준비? `팔자` 전환
[Indicators]
• US Aug. Consumer borrowing: U.S. Consumer Borrowing Falls on Smaller Credit-Card Balances
• US Aug. Nonresidential Construction Spending: Nonresidential Construction Spending Fell Slightly in August, Says ABC
• US Weekly Mortgage rates·applications: Mortgage rates set another record low, sparking refinances
• Germany Aug. Industrial production: German Industrial Output Unexpectedly Drops as Virus Spreads
• China Sep. Foreign reserves: Why did China’s forex reserves fall by US$22 billion in September?
• 한국 2019년 법인파산: 경제난에 쓰러지는 기업들…법인파산 2년째 `역대 최대` 예고
• 한국 2분기 자금순환: -37.9兆… 정부 2분기 순자금조달 `최악`
• 한국 9월 은행 요구불예금 잔액: 요구불예금 두달새 30兆 늘었다…넘치는 유동성 끝없는 '머니무브'
※ 아시아경제: 은행예금은 사실상 손해…뭉칫돈, 주식·부동산 과쏠림 우려
• Japan Aug. Coincident index of business conditions: Japan upgrades economic assessment for August to 'bottoming out'
• Indonesia Sep. Foreign reserves: Indonesia’s forex reserves drop to $135.2b in September
• Vietnam Sep. Balance of trade: Trade surplus reaches $7.2 billion
• COVID-19: Johns Hopkins University Live Updates
[News]
※ 美 동부시간 21시(한국시간 10시) 시작 (Live 방송 링크)
• Bloomberg: Here’s What Could Happen If China Invaded Taiwan
※ World Economic Forum: Unemployment Main Concern for Business Leaders but Climate is Moving Up List of Top Risks
• MarketWatch: Betting markets see Biden win as increasingly likely, while Trump struggles with aid issue
• MarketWatch: Biden says second presidential debate should be cancelled if Trump still has COVID-19
• Fox News: Fox News Poll: Biden gains ground over Trump
• 매경(P1): 與, 기업규제 3법 고수에…경제단체 `집단대응`
• 매경(P1): "대주주 주식 양도세 부과 가족 합산 않고 개인별로"
• 매경(P1): "라임펀드 판매한 증권사 CEO 중징계"
• 매경: 여당이 더 공격한 `홍남기 재정준칙`
• 매경: 조정도 겁안내는 서학개미…3배 레버리지 베팅
• 매경: 두산인프라코어 숏리스트 `윤곽`
• 한경(P1): "플랫폼 비즈니스 5년내 10배 성장"
• 한경: 인구소멸 위기 처한 지자체 100곳 넘었다
• 한경: 펜타카메라 스마트폰' 수혜주가 뜬다
※ 두산중공업(034020)은 이 의원실에 "카본블레이드 양산 제작 과정 중 제작 결함이 있었다"며 "파손 원인을 정밀 분석한 후 재발방지 대책을 수립하고 있다"라고 설명
• 조선비즈: 박능후 "코로나19 백신 개발 모든 회사와 접촉 중"
• 동아(P1): 강남3구 아파트 재산세 3년새 70% 올라
• 문화: 3년간 법인세율 올린 韓… 美·佛과 대비
• 국민(P1): 집주인 “전세 빼달라”… ‘홍남기 부총리’도 임대차법 유탄
• 세계비즈: 韓풍력 매출 감소세…터빈 국산화율도 ‘뚝’ - 세계일보
• 머니투데이: 한국형 수소발전, 세계로 향한다
• 더벨: SPV, 효과 성공적 중론…중복 지원은 한계
• 더벨: 두산중공업, DICC 채무보증 여력되나
• 헤럴드경제(P1): 한국 신용 ‘안정적’ 유지…피치, -1.1% 성장 전망
• 헤럴드경제: 집주인도 세입자도 ‘임대차법 고통’
• 헤럴드경제: 지방세, 1만명이 1조 체납…총 3.5조 지방재정 ‘휘청’
• 헤럴드경제: 두산重 해외조직 대수술…아프리카·중동 조직 철수
• 아시아경제: [2020국감]산업부, 이르면 2022년 석탄총량제 도입
• 디지털타임스(P1): 6개월째 잠자는 `기안기금 40兆`
※ "해외 석탄발전소 사업 신중히 검토"
• 이데일리: “관리 강화해야”…국회입법조사처도 이재명 지역화폐에 쓴소리
• 연합인포맥스: 저신용 회사채 순상환 지속…SPV에도 등급간 온도차 여전 - 연합인포맥스
• 이투데이: 10월 회사채 만기 3조 원… 연말 발행시장 위축되나
• EBN: 두산퓨얼셀, 펀더멘털 변화 없어-KTB투자증권
• 팍스넷뉴스: 현대重, 조선·건설기계 시장 장악 '초읽기'
• 더구루: 두산밥캣, 美 주택시장 호황에 인력 더 뽑는다
• 비즈니스포스트: 두산밥캣 미국 주택시장 회복으로 3분기 실적 증가, 연말 배당 예상
• 오마이뉴스: 한전의 베트남 석탄발전사업 참여, 철회해야 할 이유
• Power Engineering: Coal-fired power may see rebound in U.S. & China in 2021
• 에너지경제: 올해부터 15년 간 전력 수급 결정 밑그림 작업 빨라진다
• 에너지데일리: 서부발전, 여수에 500MW급 천연가스발전소 짓는다
• OilPrice.com: The Biggest Obstacle For Nuclear Energy
• OilPrice.com: Problems Are Piling Up For Oil Majors
• OilPrice.com: The World’s Last Major Onshore Oil Play?
• OilPrice.com: Why Exxon Is Still Going Big On Oil
• OilPrice.com: Saudi Arabia Boosts Prices Of Flagship Crude Oil Blend
• OilPrice.com: Big Oil Still Isn’t On Course To Hit Global Climate Goals
• 전자신문: 정부, 내년 '액화수소' 공급 방안 마련한다
• Phone Arena: Apple iPhone 12 vs Samsung Galaxy S20 FE
• Phone Arena: iPhone 12 vs iPhone 12 Pro: preliminary comparison
• Hannover Messe News: Portugal is Partner Country at HANNOVER MESSE 2022
• Robotics Tomorrow: The Future of Manufacturing: What to Expect
• 물류신문: [기획특집] 스마트 물류 전성시대, 스마트를 읽다
• 물류신문: [기획특집] Part1. 물류가 스마트 하다는 것은?
• 물류신문: [기획특집] Part2. 왜 물류는 스마트 해야 할까?
• Nikkei Asian Review: Analysis: Whither Wang Qishan? All eyes on Xi's right-hand man
• Nikkei Asian Review: Micron says emerging Chinese rivals pose no threat -- for now
• Japan Times: Coronavirus-linked business failures reach 600 in Japan
• Hindustan Times: Indian IT services growth set for comeback in 2021, pandemic to fuel digital spends: Fitch Ratings
• Folha de S.Paulo: Brazil Exceeds 147,000 Covid-19 Deaths
• Jakarta Post: Job Creation Law could boost investment, but risks loom
[Opinions]
• Project Syndicate(Kemal Derviş): Can Biden Save the World?
• Project Syndicate(Bill Emmott): How to Make Japan Great Again
• Project Syndicate(Daniel Gros): Europe’s “Green China” Challenge
• Project Syndicate(Pamela Coke-Hamilton): Building Back Fairer and Greener
• FT(Editorial Board): The growing momentum towards curbing Big Tech
• FT(Janan Ganesh): Donald Trump’s faults are more libertarian than authoritarian
• FT(Brooke Masters): Covid sends rollercoasters on a big plunge
• FT(Norman J Ornstein): The recklessness of Donald Trump on steroids
• FT(Daniel Dombey): Relief for Spanish business as emergency Covid support is extended
• FT(Tommy Stubbington): Why investors are not likely to cry out ‘yikes’ over UK debt
• FT(Al Cook): UK pushes for a clean energy future
• WSJ(John F. Cogan, John B. Taylor): Trump’s Economic Dream Come True
• WSJ(Holman W. Jenkins, Jr.): Job One for the Veep: Explain Covid
• WSJ(Bobby Jindal): Kamala Harris’s American Example
• WSJ(Kent Walker, Brad Smith): Is Your iPhone Too Easy to Use?
• NYT(Editorial Board): Elect Joe Biden, America
• NYT(Kathleen Kingsbury): Why The Times Editorial Board Endorsed Joe Biden for President
• NYT(Editorial Board): In-Person Debates Are Too Dangerous. Cancel Them.
• NYT(Thomas L. Friedman): Trump’s Not Superman. He’s Superspreader.
• NYT(Jamelle Bouie): The Myth of Trump’s Political Genius, Exposed
• NYT(Farhad Manjoo): Trump Does Fear the Coronavirus
• NYT(Spencer Bokat-Lindell): How Should Biden Campaign Against an Ailing Trump?
• WP(Editorial Board): Americans still need pandemic aid. Trump is ensuring they’ll get nothing.
• WP(Robert B. Zoellick): Trump is losing his new ‘Cold War’ with China
• WP(Catherine Rampell): Trump blows up stimulus talks, and with them perhaps his chances of reelection
• WP(Dana Milbank): ‘Invincible’ Trump tells us to live with covid-19. These people died trying.
• WP(Paul Waldman): The plexiglass barriers at the VP debate are useless — but symbolically necessary
• WP(Greg Sargent): Why are seniors breaking hard to Joe Biden?
• WP(Hugh Hewitt): How Trump has made the country better off than it was four years ago
• WP(David Byler): Yes, the Senate is biased against Democrats. Here’s why they’re still the favorites in 2020.
• WP(Jared Bernstein): Why the U.S. economy just downshifted, and how to reverse that
• WP(Priya Satia): Kamala Harris is not a radical, but her rise may herald progressive change
• WP(Kate Manne): Trump obsesses over ‘dominating’ covid-19 because he wants to look manly
• Bloomberg(Editorial Board): How U.S. and China Can Avoid War Over Taiwan
• Bloomberg(Noah Smith): Trump's Taxes Show Something’s Wrong With the Capital System
• Bloomberg(Mac Margolis): Bolsonaro’s Addiction to Covid Cash Could Make Brazil Go Bust
• Bloomberg(Brian Chappatta): Fed Should Make Loans to States and Cities Cheaper
• Bloomberg(John Authers): Trump's October Surprises Will Keep the Stock Market on Edge
• Bloomberg(Marcus Ashworth): Brexit Is a Sideshow for Pound Traders. Covid Is the Main Event
• Bloomberg(Ferdinando Giugliano): Covid Lockdowns: Madrid, Marseille and Liverpool Show New Virus Problem
• Bloomberg(Karl W. Smith): Democrats, Not Trump, Hold the Economy’s Fate
• Bloomberg(Karl W. Smith): Trump’s Trade Policy Failed, But U.S. Economic Policy Didn’t
• Bloomberg(Jonathan Bernstein): Is the Stimulus Bill Really Dead This Time?
• Bloomberg(Ramesh Ponnuru): Biden, Harris Should Be Honest About Court-Packing
• Bloomberg(Francis Wilkinson): Republican Campaign Strategy: First Restrict Vote, Then Sow Doubt
• Bloomberg(Michael R. Strain): Republicans Endanger the Economy by Forgetting Their Successes
• Bloomberg(Timothy L. O'Brien, Nir Kaissar): Trump's Covid Relief Stall Holds U.S. Hostage to Economic Tragedy
• Bloomberg(Joe Nocera): Amazon, Apple, Facebook and Google Can Fear a Democratic Victory
• Bloomberg(Tae Kim): Amazon, Apple, Google, Facebook Face $5 Trillion Reckoning After House Report
• Bloomberg(Daniel Gordis): War on Covid-19 May Spell the End for Netanyahu
• CNN(Paul Begala): Mike Pence has got a lot of explaining to do
• CNN(David Axelrod): Opinion: Kamala Harris faces unique challenges in the VP debate
• CNN(Bill Carter): Opinion: Why this election's VP debate may be more important than ever before
• CNN(Lakshman Achuthan, Anirvan Banerji): Opinion: What record growth numbers miss about the economic recovery
• CNN(Robert Alexander, David B. Cohen): How Donald Trump could win the presidency -- and have Kamala Harris as his VP
• Fox News(Cal Thomas): Why Trump's COVID experience could completely change the trajectory of the 2020 campaign
• Fox News(Richard Fowler): At VP debate, coronavirus should be top issue — Pence must answer for over 210,000 deaths
• Fox News(Ed Rollins): VP debate – Harris, Pence face off in Utah and America should look to hear this one word
• Fox News(Deroy Murdock): Yes, Joe Biden, President Trump has said many negative things about white supremacists
• Nikkei Asian Review(Editorial Board): Suga should build on Abe's laudable efforts to expand free trade - Nikkei Asia
• 서경(허남용): 대한민국 미래 전략의 중심, 수소 경제
• 한겨레(권태선): 감사원은 원전 안전 문제를 감사하라
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