Business Intelligence Monitor 201019

(Introduction)

[Markets]

•   Global: Pfizer vaccine hopes lift world stocks; dollar, gold on the defensive

•   한국: 코스피, 외인·기관 순매도에 나흘 연속 하락…2,340대

•   한국: 두산그룹주 대체로 하락, 두산퓨얼셀 3%대 두산 2%대 떨어져

•   Metals: Robust demand prospects propel aluminium to 17-month peak

•   Grains: Wheat futures hit 2014 high on global crop concerns

[Indicators]

•   US Aug. Business inventories: U.S. business inventories increase for second straight month in August

•   US Sep. Retail sales: U.S. Retail Spending Picked Up Strongly in September

•   US Sep. Industrial production: U.S. Industrial Production Fell 0.6% in September

•   US Sep. Fiscal account: U.S. Budget Gap Tripled to Record $3.1 Trillion in Fiscal 2020, Treasury Says

•   US Oct. Consumer sentiment: U.S. Consumer Sentiment Rises, Still Below Pre-Virus Level

•   US Weekly Rig count: U.S. Oil Rig Count Leaps Higher

•   US Q3 GDP Nowcast: Nowcasting Report - FEDERAL RESERVE BANK of NEW YORK

•   US Q3 GDP Nowcast: Latest estimate: 35.2 percent — October 16, 2020

•   Eurozone Aug. Balance of trade: Eurozone trade rebound slowed in August

•   Eurozone Sep. Car sales: European new car sales rise by 1.1% year-on-year in September: ACEA

•   China Sep. FDI: China reports surge in long-term investment inflows despite talk of decoupling from US

•   한국 9월 고용: 코로나 재확산에 취업자 감소폭 다시 확대…9월 39만2천명↓

•   India Oct. Power consumption: Power consumption up 11.45% in October driven by industrial activity

•   India Oct. Diesel sales: October’s diesel sales in India rise above pre-Covid levels

•   Indonesia Aug. Foreign debt: Indonesia foreign debt rises as govt borrows from multilateral organizations

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Pfizer Could Apply for Emergency Use of Covid-19 Vaccine by Late November

•   WSJ: Coronavirus Tanked the Economy. Then Credit Scores Went Up.

•   WSJ: Trump Trails Among Seniors, Key Group in Many Battleground States

•   WSJ: Democrats Look to Expand House Majority

•   WSJ: Where Trump and Biden Stand on Health Care

•   WSJ: Daily U.S. Coronavirus Cases Fall Below 60,000

•   WSJ: Two of the World’s Toughest Coronavirus Lockdowns Ease—Just a Little

•   WSJ: White House Touts Document Calling for Herd-Immunity Approach to Covid-19 Crisis

•   WSJ: Coronavirus Pandemic Puts Damper on Holiday Shopping Season

•   WSJ: With Fewer Covid-19 Curbs, South’s Economy Outperforms Nation

•   WSJ: U.S.’s China Hawks Drive Hard-Line Policies After Trump Turns on Beijing

•   WSJ: Economy Week Ahead: China GDP and U.S. Housing

•   WSJ: Pandemic Aid Swelled Savings of the Unemployed, Study Shows. Now They Are Running Low.

•   WSJ: New 5G iPhones Kick Off Poaching Season for Carriers

•   WSJ: U.S. to Offer Loans to Lure Developing Countries Away From Chinese Telecom Gear

•   WSJ: Spread of Electric Cars Sparks Fights for Control Over Charging

•   WSJ: Treasury Encouraged Banks to Prioritize Existing Customers for PPP Loans, Report Says

•   WSJ: On the Wrong Side of the Split Recovery: ‘I Just Have to Keep Myself Going’

•   WSJ: Top White House Official Went to Syria for Hostage Talks

•   NYT: U.S. Virus Cases Climb Toward a Third Peak

•   NYT: As the Coronavirus Surges, a New Culprit Emerges: Pandemic Fatigue

•   NYT: A Regulatory Rush by Federal Agencies to Secure Trump’s Legacy

•   NYT: Federal Appeals Courts Emerge as Crucial for Trump in Voting Cases

•   NYT: Young Joe Biden and His Non-Radical 1960s

•   NYT: At Front Lines of Armenia-Azerbaijan Fighting, Death and Fear Reign

•   NYT: Inside Trump Campaign, Worries Mount Over Grim Election Outlook

•   NYT: Flush With Cash, Biden Eclipses Trump in War for the Airwaves

•   NYT: How Mormons Fed Up With Trump Could Help Lift Biden in Arizona

•   NYT: ‘Out of Control’: When Schools Opened in a Virus Hot Spot

•   NYT: For Long-Term Investors, Small Things Like Presidential Elections Don’t Matter

•   WP: White House was warned Giuliani was target of Russian intelligence operation to feed misinformation to Trump

•   WP: Trump and Biden spar from afar in dueling town halls centering on coronavirus and presidential plans.

•   WP: Trump, Biden and masculinity in the age of coronavirus

•   WP: Trump aides seek to set aside division and plan for final sprint to Election Day

•   WP: Trump’s 2016 campaign pledges on infrastructure have fallen short, creating opening for Biden

•   WP: Democrats’ stunning fundraising

•   WP: The Trailer: What mattered in the record-smashing fundraising reports

•   WP: Amid fears of Election Day chaos, one county prepares for anxious days after the vote

•   WP: As coronavirus cases rise, red-state governors resist measures to slow the spread, preach ‘personal responsibility’

•   WP: Stimulus talks update: Pelosi sets Tuesday deadline for reaching deal with Mnuchin, Trump

•   WP: Trump aides seek to set aside division and plan for final sprint to Election Day

•   FT: Boris Johnson throws down ‘no deal’ gauntlet to EU

•   FT: Macron claims trade deal upper hand in retort to Johnson

•   FT: Johnson to warn ‘time running out’ to prepare for end of Brexit transition

•   FT: US rejects Putin’s offer to extend nuclear arms treaty

•   FT: EU medicine regulator seeks full results of WHO’s remdesivir trial

•   FT: Lockdown 2.0: Europe reimposes painful curbs as infections surge

•   FT: Global economy: the week that austerity was officially buried

•   FT: EU safety watchdog poised to clear Boeing 737 Max for flight

•   FT: Foxconn accelerates electric vehicles drive with new tech platform

•   FT: Glencore’s Glasenberg dismisses coal divestment as pointless

•   FT: Japan plans to release Fukushima water into Pacific Ocean

•   FT: China and Covid-19: what went wrong in Wuhan?

•   FT: Europe’s second wave raises threat of double-dip recession

•   FT: Ant faces challenge in reviving global expansion

•   FT: Trump urges states to open up despite Covid surge

•   FT: Armenia and Azerbaijan trade accusations as new ceasefire fails

•   FT: ‘Unprecedented’ number of UK businesses seek rate cut

•   FT: UK farmers fret over organic exports to EU next year

•   FT: Philippines to restart oil and gas exploration in South China Sea

•   FT: British business groups sound alarm over no-deal Brexit

•   FT: Fed officials call for tougher rules to prevent asset bubbles

•   FT: UK credit rating downgraded by Moody’s

•   FT: Boris Johnson warns he will intervene if needed on Manchester lockdown

•   FT: From Russia with regrets?

•   FT: ‘Colliding epidemics’ fears spur campaign to ramp up flu vaccinations

•   FT: Rishi Sunak resists northern leaders’ demands on wage subsidy

•   FT: Chinese-Americans campaign for Trump on WeChat

•   FT: Chile braces for unrest ahead of poll on constitution

•   FT: Germany’s ‘bottom-up’ testing keeps Covid-19 at bay

•   FT: How cheaply can the EU fund its borrowing spree?

•   Bloomberg: China Lawmakers Pass Export Control Law Protecting Tech

•   Bloomberg: Ardern’s Stunning Election Victory Holds Lessons for U.S.

•   Bloomberg: China’s Rebound Helps to Stabilize a Shattered World Economy

•   Bloomberg: Pandemic Cuts America's Lead Over China as Most Powerful Nation in Asia

•   Bloomberg: Thai Protesters Ignore Crackdown to Rally for Fifth Day

•   Bloomberg: Biden Won’t Ban Fracking, But His Clean Grid Would Choke Gas

•   Bloomberg: Ailments in Covid-19 Trials Raise Questions About Vaccine Method

•   Bloomberg: China Finds Active Covid-19 Virus on Frozen Food Packaging

•   Bloomberg: A Hawkish Fed Bet Is Creating Buzz in Key Part of Rates Market

•   Bloomberg: Larry Summers Says Rising Federal Debt Won’t Crash the U.S. Dollar

•   Bloomberg: Virus Resurgence Sees World Central Bankers Stick to Gloomy Tone

•   Bloomberg: Shippers Close to Global Deal to Cut Greenhouse Gas Pollution

•   Bloomberg: Fed’s Bostic Cautions That U.S. Economic Recovery Is Very Uneven

•   Bloomberg: ECB’s Lagarde Says Virus Curbs Will Bolster Economic Uncertainty

•   Bloomberg: BOJ to Stand Pat, Extend Covid Program in Coming Months: Survey

•   Bloomberg: BOE’s Bailey Says Independence Was ‘Crucial’ to Virus Stimulus

•   Bloomberg: French Economy’s Fundamentals Are Solid, Finance Minister Says

•   Bloomberg: Scientists Defend WHO Trial Questioning Drug's Benefits

•   Bloomberg: OPEC+ Faces Growing Pressure to Change Course as Ministers Meet

•   Bloomberg: Trump Taxes: Who Trump Owes Money To Is Least Mysterious Aspect of Finances

•   Bloomberg: BOJ to Keep Policy Steady, Extend Covid Program

•   Bloomberg: Charting the Economy: Europe Stumbles Through a Rough Week

•   Reuters: Global coronavirus cases rise by one-day record of 400,000

•   Reuters: Exclusive: OPEC+ fears second virus wave could lead to oil surplus in 2021

•   Reuters: Putin and Saudi crown prince discuss OPEC+ agreements and coronavirus

•   Reuters: Russia receives renewed approval for COVID-19 vaccine trials in India: RDIF

•   Reuters: Israel, UAE agree deal to boost investment in each other's economies

•   Reuters: Exclusive: Second sovereign downgrade wave coming, major nations at risk - S&P Global

•   Reuters: IMF chief says 'much more decisive' action needed to deal with debt problems

•   Reuters: ECB's Knot: interest rates likely to stay low for years

•   Reuters: India begins selecting people for priority coronavirus vaccines

•   Reuters: Iran extends COVID curbs in capital as nationwide deaths pass 30,000

•   Reuters: Economy, pandemic overshadow climate for young U.S. voters

•   Reuters: Q&A: Where are we in the COVID-19 vaccine race?

•   Reuters: Explainer: When will COVID-19 vaccines be generally available in the United States?

•   Reuters: Factbox: Development of AstraZeneca's potential coronavirus vaccine

•   Reuters: BOJ has no plan to change inflation target, forward guidance: Kuroda

•   Reuters: Japan needs another extra budget to help ailing economy: Reuters poll

•   AP: China rapidly expands use of experimental COVID-19 vaccines

•   CNN: The anatomy of the New York Post's dubious Hunter Biden story

•   CNN: US debt hasn't been this high since World War II. That's ok...for now

•   CNN: Lockdowns in Europe are a warning to the United States

•   CNBC: U.S. threatens sanctions after U.N. arms embargo against Iran expires

•   CNBC: U.S. condemns apparent Turkish test of Russian missile system

•   CNBC: More volatility is likely ahead as rising cases, lack of stimulus overshadow strong earnings

•   CNBC: Dr. Scott Gottlieb on inaccurate take on CDC mask data cited by Trump

•   CNBC: iPhone price wars are back as carriers compete for 5G customers

•   CNBC: Nvidia’s $40 billion Arm acquisition could be targeted by Chinese regulators, analysts say

•   MarketWatch: The U.S. economy is getting better. No, it's getting worse. Which is it?

•   MarketWatch: The 'darkest' period of the coronavirus pandemic is still to come, warns top infectious-disease doctor

•   Fox News: Social media backlash resurrected over Biden's transition team's ties to Facebook and Twitter

•   Fox News: Trump adviser says POTUS will give Biden 'more room' to answer foreign policy questions in next debate

•   New York Post: Hunter Biden email detailing Chinese ties confirmed by source: report

•   SCMP: Coronavirus: China will fulfil its promise to make its vaccines a global public good, foreign minister says

•   SCMP: From China to Greta Thunberg, the coronavirus is held up as a climate wake-up call

•   SCMP: US power advantage over China declines in wake of coronavirus pandemic: Lowy Institute

•   SCMP: China GDP: economic growth in third quarter neared pre-coronavirus level, economists forecast

•   SCMP: Australia’s strong China coal exports exhausted quotas, justifying ban, but politics also at play, analysts say

•   SCMP: China faces coal shortage as import restrictions, tighter environmental checks begin to bite

•   SCMP: China’s outbound shipping container volume extends October gains

•   SCMP: China must loosen capital curbs to boost international use of yuan, says former bank executive

•   SCMP: Shenzhen given new powers to attract key foreign workers and develop new financial market tools under plans to develop role as China’s tech hub

•   Global Times: China's GDP to grow 2.5% for 2020, driven by consumption

•   매경(P1): 부동산 사던 은행들 이젠 "팔자"

•   매경(P1): 비상장 벤처 창업자…주식에 `복수의결권`

•   매경: 유니콘기업 경영권 방어 `숨통`…업계 "상장사까지 확대를"

•   매경: 日정부, 오염수 정화땐 괜찮다는데…"인체 무해하다는 확증없어"

•   매경: 한중일회담 깨더니 오염수 방출까지…외교당국, 日에 `부글부글`

•   매경: 경제자유구역 혜택, 국내기업들도 준다

•   매경: 코로나 소비쇼크 커지자…정부, 또 8대쿠폰 뿌린다

•   매경: 전세난민 갈곳 없는데…월세마저 5개월째 상승

•   매경(P1): `집콕 시대`…정작 집에선 안터지는 5G

•   매경: 5G 속도, 광화문선 LTE 10배…헬리오시티선 신호도 안잡혀

•   매경: `진짜 5G` 서비스는 내년부터

•   매경(P1): 코로나 이후 달라진 위상…해외서 대접받는 `K채권`

•   매경: "K방역 성공한 한국 믿을만"…K채권 해외 가산금리 절반 `뚝`

•   매경: 신흥국 가운데 원화값 상승폭 가장 커…달러강세 돌아서면 韓채권 매력 떨어져

•   매경: 국내금융사 ESG채권 발행 늘리며 호평

•   매경: `文정부 탈원전` 갈림길…감사결과에 숨죽인 정·재계

•   매경: 원전 `경제성 의도적 축소` 최대쟁점…외압설·산업부 저항으로 `감사 얼룩`

•   매경: 드론은 `일당백 농사꾼`…나홀로 수만평 벼농사도 거뜬

•   매경: [단독] 韓銀 10년간 환손실 35.4조

•   매경: 올해 중국성장률 4% 웃돌 듯…韓, 中내수 공략땐 `V자 회복`

•   매경: `中수렁` 현대기아차…투싼·카니발로 반전 노린다

•   매경: 아이폰12 잡아라…삼성·LG 가성비로 승부

•   매경: 예탁금 63조→54조…증시대기자금 줄었다

•   매경: M&A `큰손` 존재감 새마을금고…두산 모트롤BG 인수서 핵심역할

•   매경: [단독] 재건축 막히자…`미니단지 개발` 활기

•   매경: 말많던 감정원 통계…표본 늘린다

•   한경(P1): 오뚜기 ESG 성적, A일까 C- 일까

•   한경: 삼성전자·현대차 빠지니…한국 ESG지수 상승률, 美의 '10분의 1'

•   한경: "외부 평가만으론 ESG 우수기업 못 골라내"

•   한경: 국민연금, ESG 투자 450조로 늘린다지만…'오락가락' 잣대 여전

•   한경: 시민단체들, ESG 명분 삼아 기업 압박하기도

•   한경(P1): 하늘 나는 자동차' 현실 되나…SK텔레콤-우버 손잡았다

•   한경: 가맹택시 앞세워 우버·타다 '재참전'…카카오가 장악한 '차량 호출' 도전장

•   한경: 與 최고위서 '기업규제 3법' 공개 설전

•   한경: 이주열 "한은, 정부 지출 뒷받침 안해"…與 "너나 잘하세요"

•   한경: 구광모, 한 달 집중회의로 '2021 LG' 그린다

•   한경: 해상운임 상승에 대형 컨船 발주 재개…다시 불붙는 韓·中 조선 수주전

•   한경: 두타 상인들 "임차료 깎아달라" 소송

•   한경: 분양가=전셋값' 된 서울 입주 아파트 속출

•   한경: "서울 非강남 아파트 땅값, 문재인 정부 때 가장 많이 올라"

•   한경: 꿈의 에너지' 핵융합 발전 성큼…"3억도, 300초간 견뎌라" 특명

•   한경(P1): 밀리면 미래 없다…실리콘밸리 'AI 전쟁'

•   한경: "인공지능은 승자독식 산업"…FAANG, 똘똘한 스타트업 싹쓸이

•   한경: "인간 넘어선 로봇, 수백년 뒤에나 가능…AI 일자리 창출 간과 말라"

•   한경(P1): 글로벌 경제 'K'의 공포

•   한경: 비정규직만 타격받은 日…소득불평등 심해진 中

•   한경: K자'로 갈라진 美 경제…3조弗 퍼붓고도 저소득층 더 가난해졌다

•   한경(P1): [단독] 상장사 59곳·기업인도 옵티머스에 당했다

•   한경(P1): DSR '핀셋 규제'…대출 또 조인다

•   한경: ILO 협약 비준'까지 꺼낸 與…親노조 가속

•   한경: 美 대선 누가 되든 달린다…5G株 '꽃놀이 패'

•   한경: 대주주 3억 기준 손본다는데…안 바뀌면 12월 28일이 '매도 데드라인'

•   한경: LCD 치킨게임' 승리한 중국, 내년까지 패널값 안 내릴 듯

•   한경: 외국인도 강남3구 선호…올해 아파트 매수 대거 늘렸다

•   한경: 본격 성장하는 글로벌 연료전지 시장…韓 두산퓨얼셀·美 블룸에너지 등 '주목'

•   한경: 탄소 배출 줄인 ESG 기업, 시총 더 늘었다

•   서경(P1): 김현미 "전세난 국민께 송구···안정까지 시간 걸릴 것"

•   서경: 대출금리 상승세 본격화?...주담대·신용대출 금리 동반 상승

•   서경: 정부 “코로나 재확산에 내수·고용 회복세 제약···실물경제 불확실성 지속”

※   기재부: [보도참고] 2020년 10월 최근 경제동향

•   서경: 1명이 133채 보유도···외국인, 올 강남 주택 너도나도 샀다

•   서경: 삼성·현대차 등 "포스트 코로나 대응" 경영시계 빨라진다

•   서경(P1): [단독]코로나 '경제 쇼크'··· 6070 먼저 덮쳤다

•   서경(P1): 거센 해고한파···언제까지 재정으로 버티나[이슈&워치]

•   서경(P1): 실직으로 소득 준 개인도 대출 원금 상환 1년 미뤄준다

•   서경(P1): 내연기관차 2035년 판매금지' 유력

•   서경: "美·獨·日도 친환경차 전환 신중···생태계 구축부터 서둘러야"

•   서경: "서울 면적 7배 태양광으로 덮거나, 탄소처리 설비에 240조 투자 필요"

•   서경: 결단·뚝심이 '세계1위 반도체·배터리' 만들었는데···오너경영이 적폐라니

•   서경: 선진국선 '차등의결권'으로 경영권 보호

•   서경: 美 디지털경제 이끄는 'FAANG'도 대주주 경영

•   서경: 국회, 선심성 감세·세출 법안 줄줄이 발의···나라빚은 어쩌나

•   서경: [서경이 만난 사람]박영석 자본硏 원장 “'대주주 3억' 재검토 필요···주식도 장기투자땐 稅혜택 줘야”

•   서경: 무협 "수소경제 원천기술 개발 서둘러야"

※   국제무역연구원: 앞으로 다가올 수소경제의 미래 - 주요국 정책 동향과 시사점을 중심으로 -

•   서경TV: [마켓브리핑] 1.6조 자산매각한 두산···190억원 단기자금 추가 조달

•   조선(P1): 감사원, 원전 조기폐쇄 주도한 백운규 고발할 듯

•   조선: 월성 1호기 조기폐쇄 주도한 5人… 경제성 2차례 축소 의혹

•   조선: 감사원장의 문서삭제 작심발언… 산업부 공무원들은 잡아뗐다

•   조선: 정비후 가동 가능하지만 원자력안전위 허가 필요… 靑·與 반대하면 어려워

•   조선: 전세난민 홍남기 “전세거래 늘고, 매매 안정세”

•   조선: [Mint] 제2의 IT 버블 공포...2000년 vs 2020년 무엇이 다른가

•   조선: [Mint] 미국 연준이 불러온 채권형 ETF 투자 붐

•   조선: [Mint] 아이폰12, 한국선 ‘진짜 5G’ 구현 자체가 불가능합니다

•   조선: [Mint] ‘고성능 컴퓨팅’ 매출 성장률 25%, 스마트폰의 2배… 파운드리 독주

•   조선: [Mint] “기업 실적 20년전보다 탄탄해졌다” “묻지마 매수 일부 종목은 위험”

•   조선비즈: 중국마저… 2060년 탄소중립 선언, ‘원전 굴기’ 속도 낸다

•   조선비즈: 美 대선 앞두고 전운 감도는 화웨이, 스마트폰 브랜드 '아너' 매각설까지 솔솔

•   조선비즈: [알립니다] 美 대선과 시노믹스, 자산시장의 미래… '글로벌경제·투자포럼' 개최

•   중앙(P1): 스가 측근 가와무라, 이낙연·김종인·박지원 연쇄 회동

•   중앙: 이번엔 경기도…요양·재활병원발 집단감염 왜 계속되나

•   중앙: 윤희숙 ‘5분 연설’ 맞았다, 전세 난민 양산한 임대차 3법

•   동아(P1): 아파트 전세 ‘별따기’… 빌라 전세로 몰린다

•   동아: 확진자 22% 해외서 유입… 근로자 많이 오는 아시아권이 최다

•   동아: 주식 양도세 대상 확대 공방… “연말 매물폭탄” vs “2년전부터 예고”[인사이드&인사이트]

•   동아: 최대 효율 ‘청색광 퀀텀닷’ 개발… QLED 디스플레이 난제 풀었다

•   문화(P1): 코로나가 낳은 ‘3L세대’… 교육·관계·일자리를 잃다

•   문화: 한전 신재생에너지 공급의무 이행비용 54조…“전기요금 인상 우려”

•   문화: 금통위원들도 文정부 부동산 정책 부정적 평가

•   문화: 은행 가계대출, 高신용자 반년새 32조 폭증

•   한국(P1): 폼페이오 만난 서훈, 종전선언 갈등설 진화 “韓美 간 다른 생각 없다”

•   한국(P1): "미국 오브라이언 11월 방한" 靑은 왜 '굳이' 공식화했을까

•   한국: 정부, 수소사회 진입 '박차'...수소에 미래 거는 재계

•   한국(P1): 집단감염 계속되는데…재개된 '소비 할인권' 지원

•   세계(P1): [알립니다] ‘2020 세계아세안포럼’에 초대합니다

•   경향(P1): [단독]이낙연, 방한하는 스가 측근 만난다

•   머니투데이(P1): "탈LCD 적자 끝 보인다"…세계 1위 디스플레이의 귀환

•   머니투데이: "두 번 방심은 없다"…中 따돌리기 '디스플레이 초격차'에 R&D 속도

•   머니투데이: 파주·탕정 다시 북적…디스플레이 협력사도 "보릿고개 넘었다"

•   머니투데이: 수억원대' 부동산 차익 본 세력이 '월세'를 권한다

•   머니투데이: 한전은 하나, 발전사는 다섯…전기료 비싼 원인

•   머니투데이: 전세대책 놓고 당정 '엇박자'…"이번주 추가대책" vs "지켜봐야"

•   머니투데이: [단독]서울시, "수소충전소 싫어" 커지자 정부에 SOS…'허가권' 가져가달라

•   더벨: 두산家 퓨얼셀 블록딜, 대출 상황 어땠길래

•   헤럴드경제(P1): 이주열 “가계부채 등 금융 변화 살펴보겠다”

•   헤럴드경제: LG-SK ‘배터리 소송’ ITC 26일 최종판결 4대 시나리오

•   파이낸셜뉴스(P1): 36억이면 시총 36조 현대차 자회사에 '소송공격' [공정경제3법 눈앞, 위기의 기업들]

•   파이낸셜뉴스(P1): 전세난에 월셋값도 뛰었다.. 마포 84㎡ 한달새 2배 올라

•   파이낸셜뉴스: 여당 "기재부, 예타에서 손떼라" 정부 "객관성 훼손… 절대 불가"

•   파이낸셜뉴스: 코로나·무역분쟁에 포위된 中, 내수중심 경제로 ‘유턴’

•   파이낸셜뉴스: 中 내수 활성화, 한국에도 기회… SOC·하이테크 등으로 교역 구조 다변화해야

•   파이낸셜뉴스: 삼성 옆으로 가는 日 '소부장' 기업

•   파이낸셜뉴스: 전세대란 심각한데 기다리라는 정부… 세입자는 속터진다

•   파이낸셜뉴스: SK바이오팜·제넥신… MSCI 바이오株 대거 입성하나

•   아시아경제: 임대차3법에 거래 실종…은행 전세대출 이달 초 이례적 급감

•   아시아경제: [누구를 위한 3%룰 인가]전문가들 "보완도 의미 없다...폐지가 바람직"

•   아시아경제: [단독]민주당 3법 TF단장 "3% 비율 조정&보완책, 모두 열어놔…다음달 초 공청회"

•   아시아경제: [주간HOT종목]외국인 투자자 주목 받은 '두산퓨얼셀'

•   디지털타임스(P1): 탈원전 부메랑… 20년 축적 독자기술 존폐 위기

•   디지털타임스(P1): 3년간 국가 총부채 25%P 증가 … OECD 2위

•   디지털타임스(P1): 수도권으로 옮겨가는 서울 `전세난민`

•   이데일리(P1): 이재용, 이번주 재판 본격 시작…삼성, 경영 불확실성↑

•   이데일리(P1): 위헌논란 불사하는 정부여당의 입법 독주

•   이데일리: 정부 소급입법 남발…"이래서 정부정책 믿겠나"

•   이데일리: 내놓는 정책마다 위헌 소송?…국민과 척 지는 정부

•   이데일리: [인터뷰]"합법적 소급입법이라도 정책신뢰 해쳐…최소화해야"

•   이데일리: 전기료, 소득 적을수록 요금폭탄…누진제 전제부터 틀렸다

•   이데일리: 中경제 V자형 회복에…현지 韓기업 매출 고공행진

•   이데일리: [만났습니다]①"기업 계속 옥죄면 상장폐지밖에…큰 정부보다 작은 정부 필요"

•   이데일리: [만났습니다]②"조직 디지털화 등 기업들도 변해야"

•   연합: 전북 해상풍력산업 협의체 출범…서남권 사업 추진 주도

•   연합: "수은 임원들, 삼성·두산 등 수조원 빌려준 기업에 재취업"

•   연합인포맥스: 이동걸, KDB인베스트 두산인프라 인수전 참여에 "관여할 사항 아냐"

•   뉴시스: 민형배 "산은 두산중공업 금융지원 3조원 중 60% 미상환"

•   뉴스1: 수소 생산·태양광 발전소'…그린뉴딜 핵심 에너지원 만드는 제철소

•   뉴스토마토: "누가 당선될까"…미 대선 결과에 에너지업계 '촉각'

•   이투데이: 백조로 우뚝 선 두산밥캣…3분기 캐시카우 역할 톡톡

•   아주경제: [논란의 신재생 에너지] ① 2030년까지 신재생 무조건 30% ?

•   아주경제: [논란의 신재생 에너지] ② 글로벌 불황에 재생에너지도 둔화

•   더구루: 두산, 스코틀랜드 플랜트 건설사업 수주

•   비즈니스포스트: 두산퓨얼셀, 수소발전 의무화제 도입에 수소연료전지사업 수혜 커져

•   CEO스코어데일리: 한전, 1.5GW 대규모 신안해상풍력 개발전략 해외서 찾는다

•   머니S: "바람아 불어다오"… 포스트 원전 꿈꾸는 '해상풍력'

•   머니S: 공들여 키우는 K풍력, 국산화율 높여라

•   머니S: "미래 먹거리 잡아라"… 풍력시장에 뛰어드는 기업들

•   엠스플뉴스: ‘친박 인명사전’ 올랐던 ‘MB맨’ 정지택…야구계의 의심 “두산이 구단 매각 막고자 자기 사람 심은 것 아니냐”

•   엠스플뉴스: [단독] 정지택 KBO 새 총재, 배임 혐의로 고발당해 검찰 수사 중

•   MK스포츠: [단독] 두산 베어스, ‘2020년 KBO 회비 15억원’ 한푼도 못냈다

•   스포츠월드: KBO 연회비 미납…두산, 11월 납부 예정

•   스포티비뉴스: [팩트체크] 때아닌 회비 미납 논란…KBO와 두산 모두 어리둥절

•   reNews: German minister seeks higher green power goal

•   reNews: UK urged to show more ambition with solar

•   에너지경제: '그레이수소까지 의무공급 부담 지우는 건 친환경 정책 역행'

•   에너지경제: 한수원 '원전본부 간 균형적 인력구조 형성 노력'

•   이투뉴스: [직격인터뷰] “한전 발전사업 허용은 시장 공정성에 대한 문제"

•   KHL: Komatsu’s new digital platform

•   Equipment World: Forecast: Which Construction Markets Will Grow, Decline in 2021?

•   Construction Equipment: Volvo CE Q3 Results: N.A. Down 19 Percent

•   대한경제: 발전 배출권 지원 제동… ‘脫’ 본격화

•   대한경제: “전세계 ‘그린뉴딜’ 확산… 역사상 최대 건설호황 온다”

•   대한경제: 급격한 탈석탄… '해외 수출길 막힐까' 노심초사

•   OilPrice.com: The Hydrogen Boom Will Provide A $200B Boost To Wind And Solar Energy

•   OilPrice.com: A Biden Presidency Could End The U.S. Oil Boom

•   OilPrice.com: China’s Oil Imports Are Falling

•   OilPrice.com: Natural Gas Is Booming In Africa

•   OilPrice.com: The Geopolitical Influence Of Natural Gas

•   OilPrice.com: A Geopolitical Time Bomb In Europe

•   OilPrice.com: Why Japan Isn’t Rushing To Reform Its Energy Mix

•   OilPrice.com: Libya’s Oil Production Jumps To 500,000 Bpd After Biggest Field Restarts

•   전자신문: 24시간 로봇 커피숍 나온다…달콤커피 로봇 바리스타 분사

•   전자신문: [이슈분석]1000톤이상 기존화학물질 등록 앞두고 분주한 업계…제도보완 목소리도

•   전자신문: [IT핫테크] 연료전지 비용 낮출 시금치 촉매 개발

•   전자신문: 美, 6G 주도 선언...2030년 상용화 노린다

•   Phone Arena: Some analysts and consumers call this the most important addition to the 2020 iPhones instead of 5G

•   Phone Arena: Samsung Galaxy S21 5G leaks in full with new camera bump, flat display

•   Phone Arena: This is the Samsung Galaxy S21 Ultra 5G and its insane camera bump

•   Phone Arena: Galaxy S21 will likely cost less to make than the Galaxy S20, do we smell a price cut?

•   Phone Arena: No apparent reason for the average consumer to buy the iPhone 12 Pro, say analysts

•   Hannover Messe News: Experience Cobots and Exoskeletons live

•   Robotics Tomorrow: How Robotics Are Being Used in the Packaging Industry

•   로봇신문: 中 협동로봇 내년 4천억 시장...연 평균 65% 성장세

•   Dronelife: Autonomous Drone Flights Operated from Half a World Away: Emesent is Making History

•   Nikkei Asian Review: Suga's Vietnam visit to spur global race for investment deals

•   Nikkei Asian Review: Companies slashing carbon emissions see 15% rise in market cap

•   Nikkei Asian Review: Philippines' faltering stock market throws open the doors

•   Nikkei Asian Review: Myanmar opposition vows to break Suu Kyi's spell over voters

•   Business Standard: India past the Covid peak, pandemic could run its course by Feb: Govt panel

•   Business Standard: Indicators point to economic recovery, but recouping may be fragile: Report

•   Hindustan Times: RBI announces steps to boost credit flow to real estate sector

•   Folha de S.Paulo: With 734 New Coronavirus Deaths, Brazil Passes 152 thousand Deaths

•   Jakarta Post: Indonesia sees China firms lead 'commitment' for $35b nickel investments

•   Jakarta Post: Demand for retail space in Jakarta shrinks in Q3 as PSBB hits small retailers

•   Jakarta Post: Jobs law, week 2: Critics slam President's response, unions seek legal avenues

[Opinions]

•   Project Syndicate(Alexei Navalny): The Novichok Archipelago

•   Project Syndicate(John B. Taylor): Who’s Afraid of Rules-Based Monetary Policy?

•   Project Syndicate(Brahma Chellaney): The Quad Sharpens Its Edges

•   Project Syndicate(Lars Heikensten, Marcia McNutt, Johan Rockström): Listen to the Science

•   Project Syndicate(Mario Molina, Durwood Zaelke): The Time Bomb at the Top of the World

•   FT(Editorial Board): Time is running short to resolve the Brexit drama

•   FT(Editorial Board): The death of austerity should not be mourned

•   FT(Editorial Board): The second wave has broken

•   FT(Rana Foroohar): Joe Biden needs an economic team that will support workers

•   FT(Gavyn Davies): Japan’s Suga inherits an economy stabilised by Abenomics

•   FT(Michael Mackenzie): US election: what investors are anticipating

•   FT(John Dizard): How US fracking could be an unlikely beneficiary of a ‘blue wave’

•   FT(Merryn Somerset Webb): A wave of new investors who have little concept of the risks

•   FT(Anna Konig Jerlmyr): ‘Flatten the curve’ of traffic to make cities liveable

•   FT(Shahin Vallée): Europe is on track to repeat its fiscal policy mistakes

•   FT(Christine Todd Whitman): Elect Joe Biden to save the Republican party

•   FT(Lloyd Harry-Davis): Moving back home may not be a millennial money saver

•   WSJ(Jonathan Williams, Dave Trabert): The Alternative to a Bailout for Fiscally Mismanaged States

•   WSJ(Andrew G. Biggs): The Hidden Trap in Biden’s Tax Hike

•   NYT(New York Times Opinion): The Dueling Biden-Trump Town Halls: Best and Worst Moments

•   NYT(Paul Krugman): How the G.O.P. Can Still Wreck America

•   NYT(David Brooks): How to Actually Make America Great

•   NYT(Michelle Cottle): Donald Trump's Unapologetic Corruption

•   NYT(Spencer Bokat-Lindell): Trump Says He Wants Another ‘Big’ Relief Deal

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

•   NYT(Farah Stockman): Donald Trump's Fake Populism

•   NYT(Jeneen Interlandi): Covid-19 and Beyond: How Trump Has Hurt America's Health

•   WP(Editorial Board): Even after being impeached for it, Trump is still leveraging his office to bolster his mud-slinging

•   WP(Editorial Board): An erratic Trump may have shaken loose stimulus talks. Now all parties must advance with urgency.

•   WP(David Ignatius): The truth behind the Hunter Biden non-scandal

•   WP(George F. Will): The election’s winner will confront a disorderly world. Which candidate do you want in charge?

•   WP(Hugh Hewitt): The 2024 race begins for Republicans on Nov. 4

•   WP(Fareed Zakaria): A pandemic should be the great equalizer. This one had the opposite effect.

•   WP(Fred Hiatt): The most illuminating answer Biden gave in his town hall

•   WP(Laurence H. Tribe, Joshua A. Geltzer): A Biden White House should steer clear of holding Trump accountable

•   Bloomberg(Mohamed A. El-Erian): Britain's Deadlock on Covid Restrictions Points to a Bigger Challenge

•   Bloomberg(Justin Fox): Most Important Covid-19 Policy? Pick One and Stick to It

•   Bloomberg(Andy Mukherjee): The Next China? India Must First Beat Bangladesh

•   Bloomberg(John Authers): Sweden's Covid Policy Is Still a Moral Cliffhanger

•   Bloomberg(Julian Lee): Joe Biden Would Be a Sea Change For the Oil Industry

•   Bloomberg(Clara Ferreira Marques): China's National Carbon Trading Market Deserves a Cheer

•   Bloomberg(Therese Raphael): Boris Johnson Is Right About Covid Circuit Breaker

•   Bloomberg(Therese Raphael): The EU Is Putting Boris Johnson in a Dangerous Corner

•   Bloomberg(Lionel Laurent): You Can’t Blame the EU for Not Trusting Boris Johnson

•   Bloomberg(Noah Feldman): Trump Can’t Ignore the Election Results Without a Lot of Help

•   Bloomberg(Francis Wilkinson): The Paradoxical Potential of a Biden Presidency

•   Bloomberg(Max Nisen, Sam Fazeli): Red States Are Less Prepared for a Covid Resurgence

•   Bloomberg(Adam Minter): Maybe Apple Isn’t as Green as It Claims

•   Bloomberg(Sarah Green Carmichael): The Big Question: Is the Capitalist System Headed For Collapse?

•   Bloomberg(Ben Schott): Trump’s Republican Vision Is America First, Most and Darkest

•   CNBC(Frederick Kempe): Here’s how Trump or Biden can help save democratic capitalism

•   CNBC(Harriet Lefton): Analysts are betting on stocks like Apple and Snap during earnings

•   CNN(Joe Lockhart): Opinion: Trump wasted a big opportunity to improve in the polls

•   CNN(Alice Stewart): Opinion: Joe Biden hides his views on key issues

•   CNN(Jim McDermott): What working-class Americans really want

•   MarketWatch(Therese Poletti): How did Intel lose its Silicon Valley crown?

•   Fox News(Newt Gingrich): Trump better able than Biden to lead US to economic recovery from coronavirus

•   Fox News(Tucker Carlson): New emails reveal exactly what Burisma wanted from Joe Biden

•   Fox News(Jimmy Failla): Trump, Biden town halls offer America stark choice: 'Victor-hood' or victim-hood

•   Fox News(Deroy Murdock): Trump vs. Biden – voters in 2020 should think long and hard about policy, not personality

•   Fox News(Jonathan Turley): Hunter Biden's laptop and the Facebook, Twitter censorship scandal – watch these 3 things

•   Fox News(H. R. McMaster): Whether Trump or Biden wins, China still offers biggest challenge to our security, prosperity

•   New York Post(Michael Goodwin): Hey, Joe Biden, what did you know about Hunter's dirty deals?: Goodwin

•   매경(사설): 월성 1호기 감사 `유례없는 저항` 낱낱이 공개하고 문책해야

•   조선(사설): 탈원전 막장극 제2막, 與 ‘증거 인멸 허위진술 해도 된다’

•   중앙(사설): “저항 심한 탈원전 감사” 진실 발표해야

•   동아(사설): 산업부의 원전 감사 방해 논란, 경위 낱낱이 밝혀 엄벌해야

•   헤럴드경제(사설): 경제성보다 공무원 윤리가 더 부각돼버린 월성 원전감사