Business Intelligence Monitor 201020

(Introduction)

[Markets]

•   Global: US stocks slide as stimulus deadline looms

•   한국: 코스피 닷새만에 반등…2,340대마감

•   한국: 두산그룹주 상승 우세, 두산중공업 10%대 두산밥캣 8%대 뛰어

•   한국: 中위안화와 연동세 강화에 원·달러 1,130원대 위협

•   Metals: Nickel hits 11-month high on expectations of robust demand

•   Grains: U.S. wheat firms to highest since Dec. 2014; corn, soy rise

[Indicators]

•   US Oct. NAHB housing market index: Homebuilder sentiment sets another record high in October

•   China Q3 GDP: China Economy Grows 4.9% as Rest of World Struggles With Coronavirus

※   WSJ: China Acceleration May Not Rescue World From Coronavirus Slowdown

•   한국 9월 자동차 수출: 車수출 살아났다…코로나 후 첫 `플러스`

•   한국 9월 은행 요구불예금 잔액: 갈 곳 찾지 못한 돈'…1년새 106兆 늘었다

※   한경: 바로 꺼내 쓸 수 있는 돈 550조…주식·부동산 '자산 쏠림' 우려

•   Japan Sep. Balance of trade: Japan export decline slows dramatically as U.S.-bound car shipments jump

•   Indonesia Sep. Car sales: Car sales rise strongly in September amid massive year-on-year drop

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Pelosi, Mnuchin Work to Reach Deal Before Tuesday Deadline

•   WSJ: Voters Tend to Trust Trump on the Economy. Yet He’s Behind. Why?

•   WSJ: Trump Seeks to Boost Voter Turnout in Florida Panhandle

•   WSJ: Farmers Stick With Trump, Despite Trade-War Pain

•   WSJ: Trump Seeks to Boost Voter Turnout in Florida Panhandle

•   WSJ: New York City May Soon Lift Restrictions on Some Covid-19 Hot Spots

•   WSJ: Household Access to Banks Has Improved, FDIC Says

•   WSJ: Top Fed Official Says Policy Response Could Speed Faster Recovery

•   WSJ: Fed Takes Cautious Approach to Possibly Issuing Digital Currency

•   WSJ: Auto Makers Grapple With Battery-Fire Risks in Electric Vehicles

•   WSJ: Intel Nears Deal to Sell NAND Memory Unit to SK Hynix

•   WSJ: ConocoPhillips to Buy Shale Rival Concho for $9.7 Billion

•   NYT: How Republican Voters Took QAnon Mainstream

•   NYT: Behind in Polls, Republicans See a Silver Lining in Voter Registrations

•   NYT: U.S. Charges Russian Intelligence Officers in Major Cyberattacks

•   NYT: How Failures of the Obama-Era Stimulus Could Guide a Biden Administration

•   WP: ISIS attacks surge in Africa even as Trump boasts of a ‘100-percent’ defeated caliphate

•   WP: Biden leads Trump. So did Hillary Clinton. For Democrats, it’s a worrisome campaign deja vu

•   WP: ‘My people fought for the right to vote’: With a surge of emotion, Black Americans rush to the polls

•   WP: Trump attacks ‘Fauci and these idiots,’ says public is tired of pandemic, public health restrictions as infection rates rise

•   WP: Opening day of early voting in Florida draws thousands of voters

•   WP: Hong Kong looms large in Thai anti-government protests

•   WP: China delivers diatribe against U.S. climate policies

•   FT: Britain and EU begin to repair rift and restart stalled Brexit talks

•   FT: Islamist killing prompts French crackdown on militants

•   FT: India has reached coronavirus peak, says government panel

•   FT: Pandemic ends a decade of growth in global migration

•   FT: Taiwan accuses Chinese officials of beating up diplomat in Fiji

•   FT: Pandemic will hit the pension prospects of billions, warns study

•   FT: UK businesses being set up at record rate, register says

•   FT: Slow going for Berlin’s best-laid trade plans

•   FT: Beijing gives green light for Hong Kong leg of Ant’s $30bn IPO

•   FT: Eurozone budget deficits rise almost tenfold to counter pandemic

•   FT: Wales to enter 16-day lockdown to reduce surge in Covid infections

•   FT: Manchester handed noon deadline to reach deal on Covid controls

•   FT: Ireland moves to highest level of Covid restrictions

•   FT: Coronavirus lays bare central Europe’s shortage of doctors

•   FT: EU economy: fear of no-deal Brexit stalks the fields of Flanders

•   FT: Biden plans to reset ‘America First’ foreign policy

•   FT: North Korea detention like the ‘dark ages’, report says

•   FT: Bolivians vote on legacy of Evo Morales

•   Bloomberg: Key Parts of U.S. Recovery Show Signs of Stalling Near Election

•   Bloomberg: Trump Campaign Urges Change in Debate Topics But Not Rules

•   Bloomberg: Philippines Cuts Curfew Hours, Allows More People to Leave Homes

•   Bloomberg: Fear of Job Loss Haunts Half of World’s Workers as Crisis Rages

•   Bloomberg: Conoco Pledges ‘Net-Zero’ Emissions in Break With U.S. Rivals

•   Bloomberg: Trump Was Unsure of Victory Until Recently, He Tells Staff

•   Bloomberg: U.K.’s Tories Start War Gaming to Prevent Scottish Independence

•   Bloomberg: Covid Hits Key States and Demographics Two Weeks From Vote

•   Bloomberg: Cheaper Renewable Power May Drive Economic Recovery, Lazard Says

•   Bloomberg: Fed May Be Stuck with Forever Stimulus as Exit from QE Impeded

•   Bloomberg: Former Fed Leader Yellen Says Fiscal Support Vital for Economy

•   Bloomberg: Surging Imports Mask Strength of China’s Economic Revival

•   Bloomberg: Tesla to Start Exporting China-Made Model 3 Cars to Europe

•   Bloomberg: Lagarde Urges EU to Consider Recovery Fund as Permanent Tool

•   Bloomberg: Fed’s Bostic Warns More Permanent Layoffs Pose Risk to Recovery

•   Bloomberg: IMF More Upbeat on Gulf, But Sees Continued Stimulus as Crucial

※   IMF: Regional Economic Outlook: Middle East and Central Asia

•   Bloomberg: Saudi Oil Minister Vows to Be Proactive in Uncertain Market

•   Reuters: Global coronavirus cases surpass the 40 million milestone

•   Reuters: China's Sinovac vaccine is safe, Brazil institute says

•   Reuters: First results of Russian coronavirus vaccine trial may include data from 5,000-10,000 people

•   Reuters: As U.S. election looms, Europe weighs risk of a disputed result

•   Reuters: China expected to keep benchmark LPR unchanged for sixth month

•   Reuters: BHP posts 7% rise in iron ore output, flags production hit in second quarter

•   Reuters: India must not neglect bank recap despite pandemic, says former RBI deputy governor

•   Reuters: Chile´s Candelaria copper mine says to suspend operations amid union strikes

•   CNN: Biden could benefit from the exodus to suburbs

•   CNN: America's jobs market is in crisis -- no matter who wins the election

•   CNBC: Iran celebrates UN arms embargo lift, will likely pursue arms upgrades

•   CNBC: Trump will take Covid-19 test before next debate with Joe Biden

•   CNBC: Apple’s first-day preorders for iPhone 12 surpassed the iPhone 11, top analyst says

•   CNBC: Trump vs Biden on Medicare: How each wants to change it

•   CNBC: Four years ago Elon Musk announced all Tesla cars have the hardware needed for full self-driving, so where is it?

•   CNBC: IBM reports third straight quarter of revenue declines

•   MarketWatch: The share of Americans with bank accounts hit a new high in 2019 — but COVID-19 could undo a decade of progress

•   Fox News: House Republicans urge Barr to appoint special counsel to probe alleged Biden revelations

•   Fox Business: Biden's economic plan could crush nation's recovery from coronavirus pandemic, conservative economists say

•   SCMP: Global Impact newsletter: US election result crucial to US-China relations ahead

•   SCMP: China’s uneven coronavirus economic recovery stirs protest in Beijing

•   SCMP: China-Australia relations: coal, cotton curbs could violate trade rules, lawyers say

•   SCMP: China’s first private 5G mobile network for mining deployed in Shandong province

•   매경(P1): 탈원전 감사결과 20일 나온다…월성1호기 감사보고서 최종의결

•   매경: 文대통령 "수출은 회복, 이젠 소비 올인"…내수 살리려 해외직구 면세 축소

•   매경: 韓경제 `中 반등`은 반갑지만…美 회복 안되면 결국 `찬바람`

•   매경: 산업현장선 "5G 통하네"…LTE땐 엄두 못내던 협동로봇 투입

•   매경: 정부 "5조 내라"…5G 투자 발목잡는 LTE·3G 주파수 비용

•   매경: 데이터 안터지고, 요금은 속터지고…5G 통신비 내릴까

•   매경: 민주노총, ILO 정부案도 거부…"노조법 강행땐 총파업 돌입"

•   매경: `한전공대 특별법` 꺼내든 與…국유재산 지원 길 터준다

•   매경: 환노위 법안 10개중 7개…기업 옥죄는 규제강화法

•   매경: [단독] 韓中하늘길 13개 다시 열릴때…재개된 日노선은 `0`

•   매경: 로봇이 발레파킹…인천·부천에 뜬다

•   매경: 정부는 `집값 안정화` 됐다는데…서울 주요단지 석달새 11% 껑충

•   매경: `경제드림팀` 집단지성 힘으로 위기산업에 신선한 자극 줄것

•   한경(P1): 美 빅테크 기업들 '승자 독식'…아마존, 돈도 사람도 싹쓸이

•   한경: 파월, 대공황 막았지만…과실은 대형 IT社만 누려

•   한경: 플랫폼 1등만 독식 왜?…철통같은 '네트워크·록인 효과'

•   한경: 아마존 올 33만명 신규채용…빅테크 시총, 韓+日 GDP마저 넘어

•   한경(P1): 현대·기아차, 3.4兆 품질 충당금 쌓는다

•   한경: 현대·기아차, 3분기 적자전환 불가피

•   한경: 현대차, R&D 인재 수백명 채용 나섰다

•   한경: 정의선, 품질논란에 종지부…"비용 아끼다 고객 잃으면 끝장"

•   한경: 한은 "韓 고령화에 수출 증가율 둔화…日 잃어버린 30년 닮아가"

•   한경: [단독] 문 대통령 한마디에…태양광 예산 빼 수소연료전지 사업에 쓴 정부

•   한경: "공정경제 3법, 헤지펀드 경영 위협" vs "경제력 집중 막아야"

•   한경: "공정위 '정상가격'은 자의적 기준…형사고발은 재량권 남용"

•   한경: 이용만 前 재무장관의 고언 "기업활동 독려하는 정책 펴야"

•   한경: 베트남으로 날아간 이재용, 접는폰 생산 라인 더 늘리나

•   한경: "경제 단체들 의견 반영 안돼"…김기문 중기중앙회장 '한국형 뉴딜' 쓴소리

•   한경: 반도체·그린뉴딜·실적개선주'…外人·기관, 조정장서 동반 베팅

•   한경: 키움증권·두산퓨얼셀·지누스…내달 코스피200 편입 주목

•   한경: "남들은 호시절에 임원했다는데 왜 하필 나는 이 시기에 맡아서…" [김상무 & 이부장]

•   한경: 강남·서초 매매 감소…서울 10억 이상 거래 비중 줄었다

•   한경: "친환경·사회적 책임 다해야 롱런"…기업 생존 키워드 된 'ESG 경영'

•   한경: 産銀 자회사' KDB인베스트, 두산인프라 M&A 참여 논란

•   한경: [마켓인사이트]두산인프라코어, DICC 소송 문제 놓고 ‘시각차’…매수자들 “헷갈려”

•   한경: [마켓인사이트]SPV 지원받은 두산인프라코어, 회사채 완판 성공

•   서경(P1): 이낙연 "1가구 실거주 장기보유자 稅혜택 마련"

•   서경: [단독]대못 박아놓고 땜질···종부세 감면 늘려 1주택자 '불만 달래기'

•   서경: "임대차법, 재산권 침해"···2,000명 임대인 '헌소'

•   서경: 與, 보궐선거 위기감···또 '양치기 감세案' 내놓나

•   서경: [단독]민간통계 강남3구 집값 급등···국가통계만 "떨어졌다"

•   서경: 다 쓴 전기차 배터리 재활용 허용...현대차·LG 신사업 길 열렸다

•   서경: [단독]서울 지하철 상가 1/3이 공실···코로나에 폐업 3배

•   서경: "공급 잠재력 무한대"...오일공룡도 수소경제에 수조원 투입

•   서경: 수소차=수소폭탄'은 가짜뉴스..."이중삼중 장치로 안전"

•   서경: 수소경제 주도권 놓고...日, 노골적 韓 견제

•   서경: 박용만 회장·김동명 위원장, 20일 '호프 미팅'

•   서경: 수요 살아난 스마트폰...부품株 반등하나

•   서경: "후쿠시마 원전 오염수 방류땐 '암 유발' 삼중수소 함께 배출"

•   조선(P1): 무료 독감백신 맞은 18세 돌연사… 정부는 사흘 뒤에야 공개

•   조선: 비염 빼곤 건강한 고교생 이틀만에 사망… 국민은 불안

•   조선: 백색 침전물 독감백신, 1만명분 넘게 회수 못했다

•   조선비즈: 화성·파주 연료전지 발전소 잇달아 상업운전 돌입, 친환경 사업 박차

•   조선비즈: 대통령 탈원전 지시 따랐다고 문책?… 또 '변양호 신드롬' 부나

•   조선비즈: 러, 코로나19 백신 ‘스푸트니크 V’ 한국서 생산

•   조선비즈: 5나노 도입한 아이폰12 두뇌 'A14', 전작보다 그래픽성능 떨어졌다는데

•   인베스트조선: 주가 뛰는데 '빚'은 그대로…부담 커지는 두산인프라 '몸값'

•   동아: 조세硏 “K뉴딜, 재정혁신 걸림돌 우려”

•   동아: 현대기아차, 글로벌 전기차 시장 4위로

•   문화(P1): [단독]‘월성원전 폐쇄’ 당시 靑비서관도 문책 포함

•   문화: “가급적 빨리 폐쇄” 대통령 첫 발언 후 경제성 평가 3707억→1778억→224억

•   문화: 정부 “집값 안정화”라는데… 올 3분기 실거래가 11% 뛰었다

•   문화: “아파트 10개 단지에 전세 물건 0건” “넘치던 월세까지 씨 말라버려”

•   머니투데이(P1): 전깃줄 필요 없는 '수소전기트램' 달린다…주행시험 허용

•   머니투데이: 방역강화 대상국 6곳 뿐인데…18개국서 확진자 들어왔다

•   머니투데이: 보험업법 개정안 '태풍의 눈'…삼성 지배구조 개편은?

•   머니투데이: 국회에 쏠린 삼성의 눈..'삼성생명법' 이번엔 통과?

•   머니투데이: 여당은 반대하는데…정부, 재정준칙 내달 국회 제출

•   머니투데이: "전기요금 연료비연동제 도입, 에너지 소비구조 왜곡 막아야"

•   머니투데이: 동서발전, SK가스 손잡고 수소·연료전지 사업 확대

•   MTN: 두산重, 유증 실권시 15% 수수료 무는 악조건 돌파하나

•   더벨: 두산인프라코어, 매각이 호재? 금리매력 부각

•   더벨: KDBI 등장, 난감해도 난감하다고 말 못하는 두산

•   더벨: M&A 시장 흔드는 KDBI 둘러싼 두 가지 논란

•   헤럴드경제(P1): 中수출관리법에 친노조법…산업, 규제 이중고

•   헤럴드경제(P1): 일 못찾은 15~29세 120만명…2030 최악 고용절벽

•   헤럴드경제(P1): 정부 ‘주식 장기투자 감세 반대’ 공식화

•   헤럴드경제: 車·반도체·DP, 中·노조 휘둘릴 판

•   헤럴드경제: 10년간 22차례 ‘헛바퀴’…청년고용 ‘바닥’

•   헤럴드경제: 노동 유연성 높이고 임금격차 줄이고…청년고용절벽 해법은 ‘노동개혁’

•   파이낸셜뉴스(P1): 호재는 없고 규제뿐.. 동학개미'매물폭탄'

•   아시아경제(P1): 단속 비웃는 분양권 불법전매…중개업자도 나서서 권유

•   아시아경제(P1): 신용대출자 절반은 1등급인데…'빚투' 옥죄겠다는 당국 규제

•   아시아경제: "묻고 더블로 가"…금융사 ESG 채권 발행 봇물

•   디지털타임스(P1): AI가 당신을 속인다면?...주인보다 제작기업에 충성하는 AI

•   디지털타임스(P1): 文 "지금 경제 반등 골든타임"… 전문가 "불확실성 여전" 반박

•   이데일리: 정부, 분양가 그렇게 누르더니…2배 넘게 올랐네

•   연합: SK건설, 국내 첫 RE100 실증사업 우선협상대상자 선정

•   연합: 한국 5G 속도 반년 만에 100Mbps 빨라졌다…세계 1위 '맹추격'

•   뉴시스: 은행 전세대출 120조 넘었다…3년새 80조 폭증

•   뉴스1: 방문규 "두산重 구조조정으로 올해 1.7조원 마련 예상"

•   비즈니스포스트: 정기섭, 포스코에너지 수소연료전지 분쟁에 수혜 보기 어려워 아쉽다

•   CEO스코어데일리: 어깨 무거워진 두산밥캣, 하반기 실적 청신호에 ‘안도’

•   FuelCellsWorks: Ceres and Doosan Expand Strategic Collaboration with Mass Manufacturing in South Korea

•   에너지경제: 탄소 포집·저장·이용(CCUS) 기술, 탄소중립 위해 필수지만...'갈 길 멀다'

•   이투뉴스: 다시 추락한 REC…태양광사업자 울상

•   KHL: Volvo CE expands pre-booking of e-machines

•   Construction Equipment: Equipment Confidence Eases in October

•   대한경제: 재계 총수들 내년 경영 ‘비밀 노트’ 꺼낸다

•   OilPrice.com: Oil Majors Stuck Between A Rock And A Hard Place

•   OilPrice.com: IMF Sees Oil Prices At $40-50 Next Year

•   OilPrice.com: ISIS Calls For Attacks On Saudi Oil Industry

•   OilPrice.com: Biden's $2 Trillion Energy Plan Could Crush Natural Gas

•   OilPrice.com: U.S. Renewable Energy Consumption Hits Record

•   MINING.com: Vale aims for 400m tonnes of iron ore per year by 2023

•   전자신문: 中 BOE "UTG 내재화" 추진…폴더블 추격 '경계령'

•   ZDNet Korea: 아이폰12, 국내 초도 물량 비상…품귀현상 불가피

•   Phone Arena: Demand for 5G iPhone 12/Pro higher than expected; could best iPhone 11 series

•   Phone Arena: iPhone 12 supercycle depends on China: analyst

•   Phone Arena: Huawei Mate 40 series exorbitant prices revealed

•   Network World: Gartner: Top strategic technology trends for 2021

•   Nikkei Asian Review: China urges caution on Japan nuclear plant's water release

•   Nikkei Asian Review: Japan reform minister Kono vows to ease rules to spur renewables - Nikkei Asia

•   Nikkei Asian Review: What would a Biden presidency mean for Asia?

•   Nikkei Asian Review: Japan promises to diversify supply chains across ASEAN

•   Jiji Press: Toshiba to Launch Quantum Cryptography Services by FY 2025

•   Mint: High inflation, low interest rates hit household savings

•   Business Standard: Looking to expand presence, Vestas bets on India specific wind turbines

•   Hindustan Times: PM Modi to inaugurate India Energy Forum next week

•   Folha de S.Paulo: Emergency Aid Creates Consumption Bubble in Brazil's North and Northeast

•   Folha de S.Paulo: Huawei Ban Will Make Brazilians Pay Dearly for 5G

•   Jakarta Post: BI to hold benchmark rate until end of 2021: Analysts

•   Jakarta Post: Explainer: How Job Creation Law impacts agriculture

•   Viet Nam News: Struggles forecast on ending earnings season, rally lock-in

[Opinions]

•   Project Syndicate(Mariana Mazzucato, Anthony Costello): Boris Johnson’s Failed COVID-19 Launch

•   Project Syndicate(Laura Tyson, Lenny Mendonca): Think Small for an American Recovery

•   Project Syndicate(Mo Ibrahim, Kevin Watkins, Mary Robinson): The Leader the WTO Needs

•   FT(Editorial Board): China risks cementing its structural flaws

•   FT(Editorial Board): Why small businesses in supply chains matter too

•   FT(Gideon Rachman): A distracted US is dangerous for Taiwan

•   FT(Robert Shrimsley): Brexit Britain adopts the Microsoft model

•   FT(Robin Wigglesworth): The debt bubble legacy of economists Modigliani and Miller

•   FT(Tedros Adhanom Ghebreyesus): WHO chief: Covid-19 needs to be a turning point

•   FT(Anne-Marie Slaughter): The three pillars of US foreign policy under Biden

•   FT(Courtney Weaver): Amy Coney Barrett could yet provoke an electoral twist of fate

•   FT(Benjamin Parkin): Investors bet on the resilience of India’s rural economy

•   NYT(John M. Barry): What Fans of ‘Herd Immunity’ Don’t Tell You

•   WP(Editorial Board): Of course we’re tired of the coronavirus, Mr. President. Wishful thinking won’t make it go away.

•   WP(Catherine Rampell): Trump has shifted the country to the left — or at least away from his own views

•   WP(Max Boot): China is beating the coronavirus while Trump leads America to defeat

•   WP(Jennifer Rubin): Here’s the Biden economic agenda that might draw GOP support

•   WP(Paul Waldman): Why is Joe Biden so resistant to Trump’s attacks?

•   WP(Michael Gerson): The GOP’s agenda under Trump: Voter suppression, pandemic denial and a personality cult

•   WP(Erik Wemple): New York Post shows picture of Hunter Biden with alleged crack pipe

•   WP(William McRaven): Biden Will Make America Lead Again

•   Bloomberg(Editorial Board): Europe Shouldn’t Try to Eat London’s Lunch

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

•   Bloomberg(Daniel Moss): China GDP Approaches Pre-Covid Levels, But Can It Drive Global Recovery?

•   Bloomberg(Justin Fox): When You Can’t Work From Barcelona, Boulder Might Do

•   Bloomberg(Brian Chappatta): Infinite QE Was Always Left Unsaid by the Fed. Until Quarles Speech

•   Bloomberg(John Authers): Pound Traders Aren't Listening to Boris Johnson's Brexit Threats

•   Bloomberg(Barry Ritholtz): Economist Lisa Cook's Groundbreaking Research

•   Bloomberg(Karl W. Smith): How Pelosi and McConnell Can Avoid Another Failure on Covid Relief

•   Bloomberg(Jonathan Bernstein): Could Donald Trump Still Pull Off an Upset?

•   Bloomberg(Tae Kim): Intel Can Leave Memory Games to Samsung

•   Bloomberg(Martin Ivens): Election 2020: Would Joe Biden's America Be a Friend to Britain?

•   Bloomberg(Peter R. Orszag, George Bilicic): Hydrogen Brightens the Already-Sunny Outlook for Clean Energy

•   CNN(Michael D'Antonio): What's really behind Trump's 'I know nothing' defense

•   CNN(Richard L. Hasen): What if there's no winner on November 4?

•   CNN(Jon Talton): Opinion: Republicans may be losing their grip on Arizona

•   MarketWatch(Vincent Reinhart): The FOMC and Fed governors have become less important as decision-making revolves around Chairman Powell

•   Fox News(Liz Peek): Trump vs. Biden -- 5 reasons why a sane person should vote – again – for Trump

•   Fox News(Marco Rubio): Joe Biden and packing the Supreme Court -- the dirty little secret Dems don't want to reveal

•   Fox News(Miranda Devine): Hunter Biden scandal -- How the NY Times, CNN, others, run protection for the Biden campaign

•   Fox News(Tom Frieden): COVID-19 --Protect vulnerable, let virus spread to the young? Why it's a terrible plan

•   조선(사설): 월성 1호 감사 마침내 의결, 탈원전 국가 自害 끝나야

•   동아(한상원): 코로나로 빨라진 에너지산업 구조개편

•   문화(최대권): 최재형 감사원 原電 감사와 ‘12척 배’

•   서울(송승호): 기후위기와 해상풍력발전