Business Intelligence Monitor 201016

(Introduction)

[Markets]

•   Global: Virus, stimulus angst hit world stocks; dollar shines

•   한국: 코스피, 3일 연속 하락 마감…2,360선

•   한국: 수소경제' 본격화에 수소株도 '들썩'

•   한국: 두산그룹주 거의 하락, 두산솔루스 두산 밀리고 두산퓨얼셀만 뛰어

•   Metals: Copper rises as robust demand trumps worries about virus

•   Grains: Wheat soars to 5-year high, corn hits 14-month high

[Indicators]

•   US Q3 Equipment rental activit: Equipment Rental Declines 2% in Q3, Says Baird/RER Equipment Rental Survey

•   US Weekly Jobless claims: U.S. Jobless Claims Rise, Holding Back Economic Recovery

•   China Sep. CPI·PPI: China’s September consumer inflation eases as pork price surge ebbs, but pressure remains on manufacturers

•   한국 8월 통화 및 유동성: 시중에 풀린 돈 3,100조 '역대 최대'

•   한국 9월 수출입가격: 9월 수출물가 두 달째 하락…0.3%↓

•   한국 주간 아파트 가격(감정원): 서울發 전세대란, 전국으로 확산…울산 전셋값 석달새 2억↑

※   한경: 통계는 8주째 집값 '보합'…실제론 서울 전역서 연일 '신고가'

•   India Sep. Balance of trade: India's exports rise 6% to $27.58 bn in Sept, imports decline 19.6%

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump, Biden to Have Dueling Town Halls, as Harris Cancels Trips

•   WSJ: Trump and Biden Town Halls Tonight: What Time and How to Watch

•   WSJ: A Demoralized CDC Grapples With White House Meddling and Its Own Mistakes

•   WSJ: White House Agrees to Democrats’ National Coronavirus-Testing Strategy

•   WSJ: Biden Has 11-Point Lead Over Trump Less Than Three Weeks to Election Day

•   WSJ: Joe Biden Raised $383 Million in September, Breaking Earlier Record

•   WSJ: New U.S. Coronavirus Cases Near 60,000

•   WSJ: Why Covid-19 Is Spreading Again: Fatigue, Colder Weather, Eased Restrictions

•   WSJ: Ahead of Covid-19 Vaccine, Half of Americans Indicate Reluctance, WSJ/NBC Poll Finds

•   WSJ: Fed’s Quarles Disappointed by Short-Term Lending Strains in March

•   WSJ: China Drugmaker Gives Unproven Covid-19 Vaccine to Students Going Abroad

•   NYT: As Virus Spread, Reports of Trump Administration’s Private Briefings Fueled Sell-Off

•   NYT: Will a Half-Step by Macron Be Enough to Blunt France’s Second Wave?

•   NYT: How Green Is That Electric Car? And When It Hits 100 M.P.H.?

•   WP: Barrett confirmation hearing day four: ‘We have the votes,’ McConnell says of nomination

•   WP: How the mask became a symbol of Biden's campaign

•   WP: Not even a pandemic can break rich cities’ grip on the U.S. economy

•   WP: Pelosi’s approach to economic stimulus talks has Trump, Democrats squirming

•   WP: Coronavirus vaccine: Young people may not get covid-19 vaccine until 2022, WHO says

•   FT: Beijing’s first bond offer to US investors draws record demand

•   FT: Covid-19 spread quickens in US election battleground states

•   FT: Remdesivir has little effect on Covid-19 mortality, WHO study says

•   FT: Johnson ready to force Brexit crisis with no-deal ultimatum

•   FT: EU leaders head back to Brussels to tackle Brexit and a resurgent pandemic

•   FT: Who will blink first as EU-UK talks near danger zone? P

•   FT: Raghuram Rajan: ‘Society has to find a new equilibrium’

•   FT: China calls on Taiwanese spies to switch allegiance

•   FT: ‘Long Covid’ symptoms can last for months | Free to Read

•   FT: Water futures meet cool reception

•   FT: Trade floes and China’s Arctic shipping route to Europe

•   FT: Japan’s labour market faces shake-up after Supreme Court rulings

•   FT: From peak city to ghost town: the urban centres hit hardest by Covid-19

•   FT: Thailand declares state of emergency and cracks down on demonstrators

•   Bloomberg: China Set to Pass Its Own Law Protecting Vital Tech From U.S.

•   Bloomberg: WeChat Judge Unlikely to Let Ban Go Forward Amid U.S. Appeal

•   Bloomberg: What to Watch in China GDP Data as Economic Rebound Strengthens

•   Bloomberg: Why Trump’s Covid-19 Antibody Cocktail Won’t Be Widely Available

•   Bloomberg: Modi’s Reforms Could Help Turn India Into Food-Export Powerhouse

•   Bloomberg: GE Targets Carbon Neutrality for Its Own Operations by 2030

•   Bloomberg: The Future of Energy Is About Technology, Not Fossil Fuels

•   Bloomberg: World Economy Faces New Fiscal Cliffs Amid Pressure for Spending

•   Bloomberg: Trump Says U.S. to Strike Harder If EU Starts $4 Billion Tariffs

•   Bloomberg: IMF Data Shows Virus Will Push China GDP Growth Well Beyond U.S.

•   Bloomberg: Tax Burden Equal to 70% Rate Crushes Americans Unable to Pay

•   Bloomberg: Trump’s Auto-Job Victories Fade as Pandemic Erodes Gains

•   Bloomberg: Discover CEO Sounds a Warning on U.S. White-Collar Job Losses

•   Bloomberg: ECB Sees Little Reason to Rush Into New Stimulus This Month

•   Bloomberg: Fed Signals Prime Money Market Funds Need Stiffer Rules

•   Bloomberg: Even a Two-Week U.K. Lockdown May Not Be Enough, Officials Fear

•   Bloomberg: Ramaphosa Outlines Plan to Spur South African Recovery

•   Bloomberg: OPEC’s Ever-Deteriorating View of the Oil Market

•   Bloomberg: Russia to Miss Covid-19 Vaccine Goal Amid Production Hurdles

•   Bloomberg: IPhone Chipmaker TSMC Lifts 2020 Outlook Expecting Big 5G Boost

•   Bloomberg: Donald Trump's Middle East Friends Brace for Joe Biden

•   Bloomberg: Wind Turbines the Size of Skyscrapers Coming From MHI Vestas

•   Reuters: OPEC+ panel discusses weaker oil demand outlook, Libya supply rise, sources say

•   Reuters: Trump urges big COVID-19 stimulus, McConnell disagrees as talks continue

•   Reuters: China says U.S. undermines Taiwan Strait's stability

•   Reuters: Exclusive: U.S. offers tariff truce if Airbus repays billions in aid - sources

•   Reuters: WHO vaccine drive bedevilled by familiar question: who pays if things go wrong?

•   Reuters: Bank of Japan official downplays fears over China's digital currency

•   Reuters: Chile's Codelco says operations normal, aims to meet 2020 output targets

•   Reuters: India's coronavirus infections rise to 7.31 million

•   Reuters: India's peak holiday season set to send COVID-19 cases surging

•   Reuters: Fed's Kaplan says disadvantaged Americans need help getting back to work

•   CNN: What the reaction to Chinese President Xi Jinping coughing during a speech says about East Asia right now

•   CNN: Premarket stocks: Borrowing is dirt cheap. These countries are cashing in

•   CNBC: ECB chief says arsenal of economic stimulus on standby amid upsurge of coronavirus cases in Europe

•   CNBC: IMF: ‘No doubt’ that crucial U.S. fiscal stimulus is coming

•   CNBC: Europe's coronavirus crisis: France state of emergency, UK lockdown

•   CNBC: Lockdowns should be last resort, WHO's Europe chief says

•   CNBC: Chinese yuan to rally despite PBOC move to curb its strength: Analysts

•   CNBC: US sanctions on Ant Group are likely to be 'largely symbolic'

•   CNBC: Biden tax plan gives $620 tax cut to middle class, new study says

•   CNBC: 2020 election polls: Biden holds large lead over Trump nationally, states show closer race

•   CNBC: Small businesses are in survival mode as the Covid pandemic drags on

•   CNBC: Inflation is making a ‘pervasive and persistent’ comeback, economic forecaster Lakshman Achuthan warn

•   CNBC: Turkish lira will crash to new lows over unorthodox policies: analysts

•   MarketWatch: The 5G iPhone is reigniting the subsidy wars, which is good for Apple and consumers but not mobile carriers

•   MarketWatch: Oxford University scientists develop 'extremely rapid' 5-minute COVID-19 test

•   Fox Business: Biden tax plan revenue ‘significantly lower’ than previously estimated, updated study finds

•   Fox Business: Trump: If Biden wins, 'China will own the United States'

•   SCMP: China-Cambodia free trade deal highlights Beijing’s push for economic influence in Southeast Asia

•   SCMP: As Thailand’s pro-democracy protesters rally, Wang Yi opens China’s arms to Prayuth’s embattled government

•   SCMP: No paper, no cups: China’s local authorities further tighten their belts as coronavirus, tax cuts weigh heavy

•   SCMP: What decoupling? In China’s ‘iPhone City’, it’s full steam ahead to produce Apple’s new 5G iPhone 12

•   SCMP: China-Australia relations: Canberra ‘keeping the door open’ as questions swirl over coal import ban

•   매경(P1): 넥쏘 타고 온 정의선…`수소경제` 시동 켰다

•   매경: 전국에 `수소시티` 4곳 조성…전력 생산때 수소활용 의무화

※   산업부: 정세균 국무총리, 그린뉴딜을 통해 수소경제 선도적 개척자(Fisrt Mover) 도약 이룬다.

•   매경: [단독] 더디기만한 원천기술 국산화

•   매경: 정부·현대차, 3년내 수소충전소 35개 세운다

•   매경(P1): [단독] `공모주 개미물량` 내달부터 확대

•   매경(P1): [단독] 中제외 `디지털 동맹` 한국도 꼭 들어오라

•   매경: "中보복?…그들은 무리서 가장 약한 가젤 노려, 연대로 맞서야"

•   매경: 文 "코로나치료제 연내 생산…백신주권 확보"

•   매경: 재계 "기업규제3법 재검토" 읍소에…민주당 "구체적 절충안은 아직"

•   매경: 욕먹어도 재정준칙 그대로 추진…기재부차관 강행의사 거듭 밝혀

•   매경: 가구당 금융자산 누구말 맞나…통계청 "1억" 韓銀 "2억"

•   매경: 삼성SDI 배터리 승부수…유럽 생산 2배로

•   한경(P1): [글로벌 인재포럼 2020] AI와 인간 어떻게 공존할 것인가

•   한경: 마포도 의왕도 못 간다…'3중 규제 덫'에 걸린 홍남기

•   한경: 1조원→46조원…국내 ESG채권 발행 급증

•   한경: "코로나로 ESG 투자 '붐'…펀드 자금 유입 네 배 늘어"

•   한경: 코픽스 금리, 10개월 만에 반등

•   서경(P1): 日소부장의 '특허 몽니'···삼성계열사도 피소

•   서경: [日 특허몽니]통상문제 얽혀 정부 지원도 쉽잖아...韓 소부장 또 흔들리나

•   서경: "무더기 소송 길만 터줘"...K디스커버리 역풍 논란

•   서경: 6개월 이상 못 버틴다 했지만...日규제 뚫고 자생력 키운 중기

•   서경: 소득주도성장' 불지핀 노동소득분배율 손 본다

•   서경: 주식형펀드 고전하는데...'그린뉴딜 펀드'엔 돈 몰리네

•   조선(P1): 美, 12년만에 ‘주한미군 유지’ 문구 뺐다

•   조선: 美 “ICBM 등 북한 위협 커져 시간 더 필요” vs 韓 “조건 충족 안돼도 서둘러야”

•   조선: 김종인, 김동연 서울시장 후보 영입설에 “본인이 원해야”

•   조선: 홍남기가 당하니까 이제야? 국토부 계약갱신 명시 추진

•   인베스트조선: 온도차 더해진 회사채 시장 '연말 효과'

•   중앙(P1): 서훈 방미, 청와대는 극비 부쳤는데 미국이 일방적 공개 왜

•   중앙: 삼성전자, 세계 스마트폰용 메모리반도체 시장의 절반 차지

•   동아(P1): 최재형 “산업부, 원전폐쇄 자료 모두 삭제”

•   문화(P1): 정세균 “도시재생 성과 가시화… 정부지원 아끼지 않겠다”

•   문화: 탈원전 정책에… 핵연료 공장증설 허가 한달만에 대폭 축소

•   한겨레(P1): 내국인 인구, 올해 정점으로 내리막…외국인·귀화자 등은 20년 뒤 6.9%

•   경향: [단독]한국은행 “국가채무 감내력에 문제 없다”

•   머니투데이: S&P "선제적 '한국형 재정준칙' 도입, 긍정적"

•   머니투데이: "北김정은은 폭군"이라던 바이든 대통령되면?

•   더벨: 유진그룹, 두산인프라코어로 글로벌 도약 꿈 이룰까

•   헤럴드경제(P1): 靑 “노동법 검토 가능”

•   헤럴드경제: 서울 집값 폭등 여파…5억 미만 아파트 거래비중 4년만에 ‘반토막’

•   파이낸셜뉴스: ‘BBB’ 두산인프라, 1300억 공모채 도전 [마켓워치]

•   파이낸셜뉴스: "집값 공급없인 못잡아.. 내년 상반기까지 오른다"

•   파이낸셜뉴스: 수소충전소 폭발 ‘억울한 누명’

•   아시아경제(P1): 임대차法이 촉발한 '전세 혼돈의 시대'…정부·여당 "보완 검토 無"

•   아시아경제(P1): 상장사 43%, 벌어서 이자도 못낸다

•   아시아경제: "90% 위한 노동회의소" "비정규직 동일임금"…노동 '지각변동' 온다

•   아시아경제: 드디어 분양가상한제 아파트 온다

•   아시아경제: 수소발전 청사진' 좋긴한데…의무이행 주체·수급대책은요?

•   이데일리(P1): 총량 틀어막고 DSR도 강화‥토끼몰이식 대출규제 괜찮나

•   이데일리: 큰 칼 휘두르는 금융당국‥연말 대출한파 온다

•   이데일리: 한전, 멕시코 태양광사업 ‘순항’…상업운전 본격화

•   이데일리: 코로나發 전례없는 위기에…정기인사 앞당기는 기업들

•   이데일리: "세입자 있는 집, NO!"…집주인들, 실입주 나선 까닭

•   이데일리: [마켓인]인프라코어 매각전…가격 우위 PEF냐, 비가격 우위 현중이냐

•   뉴시스: 에너지공기업, 신재생에너지 설비 확대에 2030년까지 27조 투입

•   뉴스핌: 수협, 일방적 해상풍력 추진반대 서명운동 50만명 돌파

•   뉴스1: 두산·현대, 中굴착기 시장 호황에 9월 판매 전년比 대폭 상승

•   스트레이트뉴스: "한전의 석탄사업 투자는 두산중공업 살리기"

•   Renewables Now: Global solar funding climbs to USD 3.2bn in Q3

•   Asian Power: China amongst key driver of renewable energy development

•   KHL: UK construction’s path to recovery remains uncertain

•   KHL: Bobcat launches new Machine IQ subscription packages

•   Industrial Vehicle Technology: Sharp rebound in construction equipment sales expected in 2021

•   Construction Equipment: Excavation Damage to Utilities Costs the U.S. $30 Billion

•   OilPrice.com: The Shale Patch Bankruptcy Crisis Isn’t Over Yet

•   OilPrice.com: Carbon Capture Is Going To Become Critical

•   OilPrice.com: The World’s Growing Nuclear Waste Dilemma

•   OilPrice.com: How Will Exxon’s Big Bet On Oil Play Out?

•   OilPrice.com: OPEC Chief Assures Markets That Oil Prices Won’t Crash Again

•   MIT News: How many votes will be counted after election night?

•   전자신문(P1): 전력소비, 6·25 이후 첫 2년 연속 감소…산업 활력 지속 하락

•   디지털데일리: 中 BOE, '애플 韓 독점 체제' 깨나…삼성D·LGD 촉각

•   Phone Arena: SMIC's N+1 process node not enough to save Huawei

•   Phone Arena: Wild new report suggests Samsung's Galaxy S21 5G family could be released this year

•   Hannover Messe News: First mass-production facility for green hydrogen

•   Nikkei Asian Review: Japan parts makers see orders swell as rivals fill Huawei void

•   Japan Times: Record 96,000 Japan households receive rent support amid pandemic

•   Livemint: Per capita GDP increased by over 30%: Officials on criticism over IMF report

•   Business Standard: Passenger vehicle industry's FY21 volumes expected to see 22-25% dip: ICRA

•   Business Standard: Stimulus 2.0 has minimal firepower to support growth, says Moody's

•   Hindustan Times: How the Covid-19 pandemic has hit GDP growth - india news - Hindustan Times

•   Folha de S.Paulo: With 716 New Covid-19 Deaths, Brazil Approaches 152 Thousand Deaths

•   Moscow Times: Russians’ Overdue Loans Hit Record High

•   Jakarta Post: Govt eyes Japanese companies to relocate to Indonesia amid slowing investment

•   Jakarta Post: Despite outcry, govt to press on with jobs law supporting regulations

[Opinions]

•   Project Syndicate(Josef Joffe): Europe’s Futile Search for Franco-German Leadership

•   Project Syndicate(Eswar Prasad): Don’t Overestimate the COVID-19 Recovery

•   FT(Editorial Board): The mystery of Amy Coney Barrett

•   FT(Editorial Board): A challenging time awaits WTO’s next chief

•   FT(Gillian Tett): Investors should watch the transatlantic split on ESG closely

•   FT(Edward Luce): Even if Trump loses, Trumpism will live on

•   FT(Martin Sandbu): Restructuring after Covid will matter even more than recovery

•   FT(Chris Giles): The expensive promise of England’s Covid test and trace

•   FT(Huiyao Wang): No country is an island in the climate crisis

•   FT(Arvind Subramanian): Developing economies must not succumb to export pessimism

•   WSJ(Karl Rove): Trump Has No Time Left to Spare

•   NYT(Nicholas Kristof): Will We Choose the Right Side of History?

•   NYT(Samara Klar, Christopher Weber): Why Would a Republican Vote Biden? Ask Arizonans

•   NYT(Stephen Wertheim): America Has No Reason to Be So Powerful

•   WP(Editorial Board): If we want results on election night, this is a reform both parties should support

•   WP(Henry Olsen): The Barrett hearings show how far the Senate has fallen

•   WP(Jennifer Rubin): These states tell us the GOP is in deep trouble

•   WP(Paul Waldman): Taking over the Supreme Court will cost the GOP a great deal

•   WP(Paul Waldman): Trump’s approval on the pandemic keeps falling

•   WP(Greg Sargent): Trump’s fake new Biden scandal has a deeper purpose. Bannon revealed it.

•   WP(Michael Gerson): A conservative’s case for Biden

•   WP(Danielle Allen): Vote for president and the Senate. But pay attention to these reforms on state ballots, too.

•   WP(Nancy Gibbs): How to promote trust in the 2020 election

•   WP(Leana S. Wen): I thought Trump couldn’t handle the virus any worse than he already had. I was wrong.

•   WP(Daniel W. Drezner): My November nightmare

•   Bloomberg(Editorial Board): Trump Can't Be Trusted on Pre-Existing Conditions

•   Bloomberg(Daniel Moss): Indonesia Protests: Labor Reforms Are Difficult but Overdue

•   Bloomberg(David Fickling): Capitalism Caused Climate Change; It Must Also Be the Solution

•   Bloomberg(Tyler Cowen): Great Barrington Declaration Is Wrong About Herd Immunity

•   Bloomberg(Jonathan Bernstein): Republicans Are Setting Up a Nuclear Winter

•   Bloomberg(Andreas Kluth): Is Germany Exceptional or Not?

•   Bloomberg(Tim Culpan): TSMC's Dominance Highlighted in One Single Number

•   CNN(Jeffrey Sachs): Opinion: White House's new Covid-19 strategy is madness

•   MarketWatch(Mark Hulbert): Stock market weakness is likely to persist as extreme bullishness is reaching a crescendo

•   MarketWatch(Pierre Briançon): EU leaders to U.K.: Keep the trade talks alive, and let's do this deal

•   MarketWatch(Pierre Briançon): What the Boeing subsidies case decision from the WTO means

•   Fox News(David Bossie): David Bossie: Biden wants to pack Supreme Court to put America on road to socialism — he just won’t admit it

•   한경(사설): 수소경제' 성과 내려면 민간에 주도권 확 넘겨보라

•   서경(조양준): 기후악당' 만드는 여당

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