Business Intelligence Monitor 201014

(Introduction)

[Markets]

•   Global: World stocks pause rally on J&J news, dollar bounces from three-week low

•   한국: 코스피 약보합 마감…2,400선은 유지

•   한국: 이젠 먹을게 없다? 개미들 8일 연속 1조7000억 팔았다

•   한국: 두산그룹주 약세, 두산인프라코어 2%대 두산중공업 두산 1%대 밀려

•   Metals: Copper falls as stronger dollar offsets solid Chinese trade data | Reuters

•   Grains: Soybeans rebound from prior days plunge as farmer sales slow

[Indicators]

•   US Sep. Construction backlog: Construction Backlog Declines But Optimism Remains

•   US Sep. CPI: U.S. Inflation Gauge Increases at Slowest Pace in Four Months

•   Germany Oct. ZEW economic sentiment: Investor Hopes for German Economy Drop Amid Virus Resurgence

•   UK Aug. Employment: U.K. Job Cuts Jump Most on Record With More Pain on the Way

•   UK Sep. Retail sales: Home improvement and stockpiling boost September UK retail sales

•   China Sep. Balance of trade: China Exports Supercharged by Medical Equipment and Work-From-Home Gear

※   Global Times: China-US trade surges 2% in first three quarters

※   Global Times: Q3 export surge puts China on track to achieve 5% GDP growth amid COVID-19 pandemic: analysts

•   China Sep. Car sales: China auto sales jump 13% in 'Golden September' as shoppers return to showrooms

•   한국 3분기 FDI: 외국인직접투자 3분기 52.3억弗 사상최대...中 투자 급증

•   한국 9월 가계대출: 부동산 규제에도…주담대 `영끌` 또 신기록

•   한국 9월 주택가격 동향(KB): 7년째 뛴 서울 집값… 강북 상승률, 강남 앞질러

•   Japan Oct. Tankan index : Japan manufacturers struggle to shake gloom in October: Reuters Tankan | Reuters

•   Indonesia Benchmark rates: Bank Indonesia Holds Rate as Rupiah Weakness Limits Its Move

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   Stat: Johnson & Johnson Covid-19 vaccine study paused due to illness

•   WSJ: WTO Rules Boeing Subsidies Merit EU Tariffs on $4 Billion in U.S. Goods

•   WSJ: Boeing Delivered 11 Aircraft in September And Won No New Orders

•   WSJ: IMF Sees Potential ‘Major Resilience Test’ From Pandemic

※   IMF: World Economic Outlook, October 2020: A Long and Difficult Ascent

•   WSJ: China Growth Limits Global Economic Damage From Pandemic, IMF Says

•   WSJ: J&J Hopes Covid-19 Vaccine Trial Will Restart Shortly

•   WSJ: J&J Vaccine Pause Shows Challenges Still Ahead for Covid-19 Shots

•   WSJ: Study of Eli Lilly Covid-19 Drug Paused Due to Safety Concern

•   WSJ: U.S. Covid-19 Hospitalizations Hit Highest Level in Nearly Six Weeks

•   WSJ: Joe Biden Keeps Everyone Guessing On Wall Street Regulation

•   WSJ: Apple Reveals Four iPhone 12 Models, Heralding ‘New Era’ for 5G Technology

•   WSJ: iPhone 12 vs. iPhone 11 vs. iPhone XR vs. iPhone SE: Comparing Apple’s Full Lineup

•   WSJ: Social Security Benefits to Rise 1.3% in 2021

•   WSJ: Derby’s Take: Central Banks Lay Groundwork for Digital Currency Offerings

•   NYT: Two Parties Offer Dueling Views of Barrett as Confirmation Fight Begins

•   NYT: Covid-19 Vaccines Are Chance at Salvation, Financial and Beyond, for Drug Makers

•   WP: Threat from nuclear weapons and missiles has grown since Trump entered office

•   WP: Trump returns to campaign trail after bout with covid-19 as Biden seeks to make handling of pandemic an issue

•   WP: 5 takeaways from Day 2 of Amy Coney Barrett’s Supreme Court hearing

•   WP: Coronavirus cases are rising in U.S., sparking worries the next big wave has begun

•   FT: JPMorgan and Citi upbeat on outlook for US economy

•   FT: US investors pivot to ‘blue wave’ as odds favour Biden

•   FT: G20 readies limited extension of debt relief for poorest nations

•   FT: German population declines for first time in decade

•   FT: Johnson gambles by splitting from his scientists

•   FT: Germany urges rapid progress in UK-EU talks as it warns of no-deal damage

•   FT: Business rejects UK minister’s claim it has ‘head in sand’ over Brexit

•   FT: Contact-tracing Trump: all the president’s exposures

•   FT: The reasons for optimism on global trade

•   FT: taly sells interest-free bonds as investors bet on ECB action

•   FT: Shale binge has spoiled US reserves, top investor warns

•   FT: Many Trump supporters unruffled about Covid even as US cases rise

•   FT: Bentleys, Ferraris and high political stakes in ANC corruption battle

•   FT: Voter suppression: US election generates avalanche of litigation

•   FT: EU energy boss hails coal’s demise on path to carbon neutrality

•   FT: Argentina on ‘collision course’ towards currency devaluation

•   FT: Britain faces £40bn a year tax rises to stop debt spiralling

•   FT: Chinese groups go from fish to chips in new ‘Great Leap Forward’

•   Bloomberg: IEA Sees Oil Demand Suffering Long-Lasting Blow From Coronavirus

※   IEA: World Energy Outlook 2020

•   Bloomberg: Four Big Takeaways From the IEA’s World Energy Outlook

•   Bloomberg: Solar Pushes Aside Coal as the Cheapest Fuel for Power, IEA Says

•   Bloomberg: Bond Markets Suggest Don’t Write Off Inflation Risks Just Yet

•   Bloomberg: Europe’s Green Bond Revolution Could Help Lift Its Currency Too

•   Bloomberg: Mnuchin to Visit Middle East for First Time Since Pandemic Began

•   Bloomberg: China Chips Away at Asian Rivals’ High-Tech Supremacy

•   Bloomberg: Maersk Raises Outlook as Shipping Giant Sees Demand Rebound

•   Bloomberg: Brexit Negotiators Turn Up Heat With 48 Hours Till U.K. Deadline

•   Bloomberg: U.K. Plans New Law to Undo Foreign Deals on Security Grounds

•   Bloomberg: Trump, Republicans Divided on Stimulus as Pelosi Demands Revamp

•   Bloomberg: South China Sea Remains Volatile, Philippine Military Chief Says

•   Bloomberg: Texas Ballot Box Restrictions Reinstated by Appeals Court

•   Reuters: OPEC cuts 2021 oil demand forecast again as virus cases rise

※   OPEC: MOMR October 2020

•   Reuters: UAE says OPEC+ plans to ease oil cuts from January as agreed | Reuters

•   Reuters: Investors urge heavy carbon emitters to set science-based reduction targets | Reuters

•   CNN: What small business owners really need from the next president

•   CNBC: Dr. Fauci says U.S. faces 'a whole lot of trouble' as coronavirus cases rise heading into winter

•   CNBC: UK lockdown: A guide to the alert system, shutdowns and rules

•   CNBC: Iran’s coronavirus daily death tolls hit record highs as currency falls to historic low

•   CNBC: Coronavirus: First case of Covid-19 reinfection confirmed in the U.S.

•   CNBC: Olaf Scholz: Europe economy can get back to pre-crisis level by 2022

•   CNBC: Early voting in 2020 U.S. election already smashing 2016 levels

•   CNBC: Unemployment is longer and more permanent. Heres why that’s bad.

•   MarketWatch: Billionaire investor Howard Marks paints grim view of economic outlook: stimulus alone wont cure down-cycle

•   MarketWatch: Here are the Senate races to watch, as Democrats battle to take control from Republicans

•   MarketWatch: Dr. Fauci: ‘This is an outbreak of historic proportions, the likes of which we’ve not seen in 102 years’

•   Fox News: Coronavirus caused two-thirds of US excess deaths: study

•   Fox Business: JPMorgans Dimon says more stimulus needed, warns businesses wont survive more coronavirus lockdowns

•   Fox Business: July is new target for reopening offices after COVID-19

•   SCMP: China’s stocks encounter hurdles after reaching US$10 trillion mark as Hong Kong cancels trading on typhoon warning

•   SCMP: Brazil mining giant Vale agrees deal with China port to expand iron ore handling capacity

•   SCMP: Chinese steel mills begin ‘diverting’ Australian coking coal as Canberra seeks clarification on reported ban

•   SCMP: Xi Jinping to tighten grip on power with new rules for top policymaking bodies

•   Global Times: Foxconn’s US woes show difficulty of manufacturing revival: analyst

•   매경(P1): `디지털·그린` 이어 지역뉴딜에 75조 투입

※   기재부: 제2차 한국판 뉴딜 전략회의 개최

•   매경: 경남 메가시티·전남 해상풍력…`뉴딜` 올라타 지자체 숙원푼다

•   매경: 뉴딜 전략회의에 `잠룡` 시도지사 총출동

•   매경(P1): 공정위, 중견기업 `일감 몰아주기` 정조준

•   매경(P1): [단독] `정의선 시대` 개막…현대車 회장 취임

•   매경: [단독] 닻 올리는 정의선號…혁신·책임경영 가속

•   매경: "중도금 대출 다 갚았는데, 실거주하라고?"

•   매경: BTS 때리다 꼬리내린 中언론…"중국은 지뢰깔린 시장" 또 확인

•   매경: 미중갈등도 벅찬데 反韓감정 또 불거질라…몸 사리는 국내기업들

•   매경: 의원 10명 모으면 손쉽게 발의…"입법때 일자리 먼저 따져라"

•   매경: 시민단체 포상 내걸며…의원들 `너도나도 규제법` 부채질

•   매경: [단독] 국민연금 대기업 보유지분 확늘려…경영간섭 더 심해질듯

•   매경: "좀비기업 이대로 놔두면…15년후 韓 잠재성장률 0%"

•   매경: IMF "韓 올해 성장률 -1.9%"…6월 전망치보다 0.2%P 상향

•   매경: 섬마을 주문에…드론이 바다 건너 "배달왔어요"

•   매경: 가계대출 조여도…은행채 발행 `꿋꿋`

•   매경: "SOC예산 4.3조 늘려달라"…건설協 "4만명 채용 효과"

•   매경: 스가 "강제징용 해법없인 韓中日회담 불참"…더 꼬인 한일관계

•   한경(P1): 삼성전자, 사업부 평가때 'ESG 성적'부터 따진다

•   한경: "오염 줄이려 1조 들여 만든 탈황설비…年 3000억 영업익 효과"

•   한경: "지속가능 100대 기업 LG전자 6위, 삼성전자 28위"

•   한경: 삼성전자, 스마트폰 신제품 행사서도 "우린 ESG 우수기업"

•   한경: 쏘카·렌딧·텀블벅도 'ESG 경영' 덕분에 성장

•   한경: 최태원·정의선·최정우 "사회적 가치 창출은 기업의 시대정신"

•   한경: 글로벌 최저한세율 도입…홍콩 등 진출한 韓기업 稅부담 커진다

•   한경: 상법 개정 땐…국민연금, 423社에 '입김' 더 세진다

•   한경: 규제샌드박스 적용 기업, 매출 88배 뛰었다

•   한경: "최저임금 실태조사·연구 중단하라"는 노동계의 몽니

•   한경: 카드사·저축銀도 금리 끌어올려…"당분간 오름세 지속"

•   한경: 은행 신용대출·주담대 금리 '꿈틀'…영끌·빚투 제동 걸리나

•   한경: 종전선언 결의안' 밀어붙이겠다는 與

•   한경: 中 견제 '쿼드'에 韓 참여 압박하는 美

•   서경(P1): 선진국도 없는 거미줄 규제···'반기업 덫' 탈피해야 [기업이 국부다]

•   서경: 투기자본, 소액주주 내세워 배당 압박...'월스트리트 워크' 부추겨

•   서경: 한달에 142개 규제법안 쏟아내...기업 목소리는 '공허한 메아리'

•   서경: 주주가치론 뒤엎은 '패러마운트 VS 타임' 판결

•   서경: 기재부 "디지털세, 우리에 불리하진 않을 것"

•   서경: 文 한마디에...연 24% 법정 최고금리 인하 시동거나

•   서경: “금리 더 내린다”에 베팅하는 영끌족

•   서경: 재계 '사내유보금 과세' 폐지 나섰는데 민주노총 "세율 높여 기금 만들자" 주장

•   조선: 유엔·EU “北 신형미사일, 안보리 결의 위반”

•   조선: 김종인 “비정규직도 동일 임금… 스웨덴식 노동개혁을”

•   조선: 1주일 끌었던 ‘탈원전 감사’ 심의… 결국 국정감사 이후 다시 열기로

•   조선: 외국인 다주택자 6000명, 133채 보유한 외국인도 있다

•   조선: 서울 아파트 평균 실거래가 8억4400만원… 4년새 58% 올라

•   조선: 경제성 없다며 원전 폐쇄하더니, 적자 양수발전소 또 건설

•   조선: KBO 차기 총재에 정지택

•   조선비즈: IAEA, 韓원자력연구원장에 처음으로 메일 보낸 사연

•   조선비즈: 재정준칙·3억 대주주 과세로 난타 당하는 홍남기… 리더십 위기 고조

•   조선비즈: 기업 쪼개기 나선 IBM·MS·SAP… 미래 사업 육성 승부수

•   중앙(P1): 주미대사가 한·미동맹 흔들자, 미국 반박문 냈다

•   중앙: 수퍼전파자 1%가 n차감염자 59%에 영향 끼쳤다

•   중앙: 고소득 전문직도 신용대출 한도 절반으로 줄인다

•   중앙: 금융연의 경고 “잠재성장률, 13년 뒤 마이너스 가능성”

•   중앙: 전세 4억에 집값 3억9000만원…집값 못잡고 세입자 잡겠네

•   동아: 한-미 “北 신형 ICBM, 다탄두 여부 불확실”

•   문화(P1): 7개 업종단체 · 중견련도 ‘反기업3법 공동대응’ 가세

•   문화: 양대노총의 건설현장 ‘일자리 뺏기’ 갈수록 극성

•   문화: 집값 상관없이… 수도권 집 살때 ‘자금조달계획서’ 의무화

•   문화: 공사현장에 드론 띄운다… 스마트 건설관리

•   한국: [단독] 2000억 약속했던 4대강 건설사, 117억 내고 사회공헌 '시늉'만

•   한국: "원가 반영 안되는 현행 전기요금 제도, 전력 과소비 유발"

•   한국: 세계 최대 연료전지 공장도 멈춘 포항에 2400억짜리 수소 단지 만든다?

•   국민(P1): [단독] “전세 나왔다” 아파트 문 앞 9팀 몰려… 제비뽑기로 결정

•   세계(P1): 해외유입 확진 급증세… '불안한 방역'

•   경향(P1): [단독] 발전소 노동자들, 여전히 '김용균'이다

•   머니투데이(P1): 지역경제 위축·코로나…지방은행, 더 큰 '악재' 다가온다

•   머니투데이(P1): 삼성전자·현대차에 '구글세' 불똥…이르면 3년 후 해외에 납부

•   머니투데이: 태양광으로 일석삼조…한화큐셀의 뜻깊은 첫 추수

•   머니투데이: 현대重도 한화도…30대 오너들 왜 '로봇'에 꽂혔나

•   더벨: 유진기업, 인프라코어 인수에 계열 FI 활용하나

•   헤럴드경제(P1): [단독] SK-MS, 윈윈 ‘반도체 동맹’…하이닉스칩 年 3조원 공급

•   헤럴드경제(P1): 금감원 ‘홍콩식 공매도제’ 검토

•   헤럴드경제: 서울·경기 거래절벽 “9·13 때보다 심각”

•   헤럴드경제: 소비쿠폰 풀고 노인일자리 재개…내수진작 카드 다시 꺼냈다

•   헤럴드경제: ‘전세 파동’ 수준…정부, 카드는 없고…

•   파이낸셜뉴스(P1): 현대차 2022년 싱가포르서 전기차 만든다

•   파이낸셜뉴스: 배터리업계 '화재 리스크' 재점화 긴장

•   파이낸셜뉴스: 해상풍력 발전소 무분별 건립… 조업권 뺏긴 어민들 '분통'

•   파이낸셜뉴스: "석탄발전 퇴출해야"... 국회의원 72명 동의

•   아시아경제(P1): 3%룰 시뮬레이션 해보니…삼성·현대차 감사선임 '外人 손에'

•   아시아경제: 미래 핵심기술 '4세대 D램'…삼성·SK하이닉스 개발 총력

•   아시아경제: [르포]'서남해 해상풍력 단지' 가보니…육상풍력보다 소음 작고 설치 용이

•   이데일리(P1): "삼촌은 주식하다 망했다지만…주식 말고 답 있나요"

•   이데일리: 디지털화폐 실험 나선 한은…실제 발행할까?

•   이데일리: 점유율 확대한 'K-배터리' 실적 기대도 '솔솔'

•   연합: "무역 공공기관, 해외 석탄발전 지원 멈춰야"…국감서 질타

•   연합: 양이원영, 에너지전환지원법 발의…석탄·원전에 부담금 부과

•   연합: 두산인프라코어 중국 등 해외사업 순항…매각 영향에도 촉각

•   뉴시스: 한은, 오늘 금통위…기준금리 0.5% 동결할듯

•   뉴스1: "1천억 투입된 부안 신재생에너지단지, 10년간 기업유치 0"

•   더구루: [단독] 두산중공업, 독일 폐목재 화력발전소 수주

•   비즈니스포스트: 두산건설 매각 장기화 조짐, '위브' 가치 떨어져 중견건설사 관심 줄어

•   뉴데일리: 두산인프라코어 예비실사 시작… 막판 유진기업 가세

•   Construction Equipment: Bobcat Launches Telematics Subscription Packages

•   OilPrice.com: $1.7 Trillion Green Energy Spending Spree Could Send Solar Stocks Soaring

•   MINING.com: World Bank invested over $12 billion in fossil fuels since Paris Agreement – report

•   전자신문(P1): 노트북도 접는다' 삼성-인텔-MS 폴더블 프로젝트 시동

•   디지털데일리: 5G폰 올해 2억5000만대 팔린다…삼성전자·애플·화웨이 선두다툼

•   Phone Arena: iPhone 12 series battery life revealed: Heres how they compare with all the previous iPhones

•   Robotics Tomorrow: Human-Robot Collaboration for Assembling Tasks in Manufacturing

•   Dronelife: Drone Hardware Sales, Q4 2020: 2 Surveys, 2 Different Stories

•   Nikkei Asian Review: Carbon capture receives global push from Mitsubishi Heavy

•   Nikkei Asian Review: Japan minister: Renewable energy to be 'major power source'

•   Livemint: Festive cheer for consumer durables companies

•   Folha de S.Paulo: Brazil Surpasses 5.1 Million Coronavirus Cases

•   Moscow Times: Small Businesses Hit Hardest By Moscow’s Work-From-Home Orders

•   Jakarta Post: Jobs law offers tax incentives to attract investment

•   Jakarta Post: House scrambles for clarity amid four different final drafts for jobs law - Politics - The Jakarta Post

[Opinions]

•   Project Syndicate(Koichi Hamada): The Making of Suganomics

•   Project Syndicate(Connie Hedegaard): Connie Hedegaard Says More…

•   Project Syndicate(Barry Eichengreen): Scotland after Sterling

•   Project Syndicate(Juliet B. Schor): Greening the Gig

•   Project Syndicate(Diane Coyle): The Key to the Productivity Puzzle

•   Project Syndicate(Kathy Matsui, Elmira Bayrasli): What’s Next for Abenomics?

•   Project Syndicate(Erin Billman, Eva Zabey): Making Business Work for Nature

•   FT(Editorial Board): The global economic recovery is dramatically uneven

•   FT(John Podesta, David Sandalow ): China must take action now on net zero pledge

•   FT(Oren Cass): US presidential candidates are ignoring ordinary voters’ needs

•   FT(Lex): Digital currencies/regulation: the hard bit

•   FT(Lex): UK renewables/SSE: dump trumps

•   WSJ(Holman W. Jenkins, Jr.): Business Doesn’t Stop for the Election

•   WSJ(Paul Wolfowitz): The Korean War’s Lesson for Taiwan

•   WSJ(Marc Siegel): Regeneron’s Coronavirus October Surprise

•   NYT(Ruchir Sharma): Is Vietnam the Next ‘Asian Miracle’?

•   NYT(Bret Stephens): Imagining the Trump Presidency That Wasn’t

•   NYT(Judyth Twigg): With Russia's Coronavirus Vaccine, Putin Jumps Ahead of Trump

•   WP(Editorial Board): Trump again puts politics over health — but you shouldn’t. Wear a mask on mass transit.

•   WP(Editorial Board): Early voting has brought more ominous signs for Election Day. States can still fix things.

•   WP(Max Boot): How can 42 percent of Americans still support the worst president in our history?

•   WP(Dana Milbank): This isn’t a confirmation. It’s a referendum on the legitimacy of the Supreme Court.

•   WP(Paul Waldman): Why progressives shouldn’t worry about Biden’s focus on moderate voters

•   WP(Greg Sargent): The Biden campaign will be happy to hear Trump’s analysis of the race

•   WP(Charles Lane): This year, control of the Senate is an even bigger deal than ever

•   WP(Alyssa Rosenberg): The Trump Show is facing cancellation. It feels as if it’s already over.

•   Bloomberg(David Fickling): China Is Unlikely to Carry Out Its Threat to Ban Australian Coal

•   Bloomberg(Shuli Ren): As Trump Declines in the Polls, Currency Traders Bet on the Yuan

•   Bloomberg(John Authers): Big Tech Isn't Afraid of Joe Biden Winning the U.S. Election

•   Bloomberg(Gary Shilling): Deflationary Trends Are Growing More Powerful

•   Bloomberg(Bobby Ghosh): Iran’s Next President Could Be a Military Man

•   Bloomberg(Joe Nocera): Lockdowns Are a Step Too Far in Combating Covid-19

•   Bloomberg(Matthew Brooker): Hong Kong Stocks See Hope in Xi's Greater Bay Area Plan

•   CNBC(Kevin R. Keller): Pandemic shows long-term financial security is necessity, not a luxury

•   CNN(Elie Honig): Democrats know they will lose on Barrett, but are aiming for a bigger win

•   CNN(Thomas Koenig): Opinion: I'm voting for Joe Biden. I also think the Senate should confirm Judge Barrett

•   CNN(John D. Sutter): Lets talk about the climate apocalypse

•   MarketWatch(Mark Hulbert): The stock market’s strength tells us less about the true state of the economy than at almost any other time over the last five decades

•   MarketWatch(Paul Brandus): Biden will win, polls say. But the stock market is sending a different signal

•   MarketWatch(Lawrence G. McMillan): Stock market outlook switches to bullish as S&P 500 breaks through a barrier

•   Fox News(Jeremy Dys): Amy Coney Barrett's nomination won't be derailed by Democrats' political theater

•   Fox News(Tucker Carlson): Democrats treat first day of Amy Coney Barrett hearings like a campaign rally

•   Fox News(Lanhee Chen): Amy Coney Barrett, ObamaCare and the Supreme Court – Democrats are misleading America

•   조선(한삼희): 마피아 재판 드라마 보는 것 같은 ‘월성 1호’ 감사원 감사

•   헤럴드경제(이세진): 구조조정 딜의 착시효과, 그늘이 더 춥다