Business Intelligence Monitor 201021

(Introduction)

[Markets]

•   Global: U.S. stocks rise, dollar falls, as stimulus hopes revive

•   한국: 코스피 등락 끝에 2,350대 회복…기관·외인 매수

•   한국: SK하이닉스, 기쁜날 주가가 왜?…인수자금 우려 탓 하락

•   한국: 하이닉스 '인텔 낸드사업' 인수에…SK머티리얼즈 "내가 최대 수혜"

•   한국: 두산그룹주 엇갈려, 두산 두산중공업 상승 두산솔루스 두산밥캣 하락

•   한국: 환율 18개월만에 1130원대

•   Metals: Copper steady, waiting for outcome of U.S. stimulus talks

•   Grains: Soybeans, corn rise on exports; wheat extends rally

[Indicators]

•   US Sep. Housing starts: U.S. Housing Starts Increase Amid Shift to Single-Family Homes

•   Eurozone Aug. Current account: Euro zone current account surplus widens in August

•   China Sep. House prices: China's new home prices grow at slowest rate since 2016 on tighter rules

•   China LPR: China keeps lending benchmark LPR steady for 6th straight month as expected

•   한국 상반기 고용(지역별, 산업별): 상반기 임금근로자 38만2000명 줄었다

•   한국 9월 PPI: 생산자물가 넉달 연속 상승…농림수산품지수 역대 최고

•   한국 주간 KB 주택시장 동향: "이런 통계는 처음"..전세수급지수 190 첫 돌파

•   Japan Sep. Convenience store sales: Japan's convenience store sales fall 3.0% in Sept.

•   India Aug. FDI: FDI up 16% to $27.1 bn in Apr-Aug compared to $23.35 bn year ago: Govt data

•   Indonesia Sep. Fiscal account: Deficit widens to US$46.3b as govt spending picks up

•   Russia Sep. GDP: Russia's economy contracts more slowly in Sept, by 3.3% y/y

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Justice Department Hits Google With Antitrust Lawsuit

•   WSJ: Google’s Exclusive Search Deals With Apple at Heart of U.S. Lawsuit

•   WSJ: Google Antitrust Lawsuit: Why Is the Justice Department Suing the Search Giant?

•   WSJ: Google Critics Cheer Justice Department Suit, but Skeptics Question Motives

•   WSJ: Google’s Long Tail of Government Probes

•   WSJ: Moderna CEO Expects Covid-19 Vaccine Interim Results in November

•   WSJ: Many Workers Gave Up Looking for Jobs in September

•   WSJ: Fed Official Says Market Turmoil Triggered by Covid-19 Revealed Fragile Nonbank System

•   WSJ: NY Fed Official: Fed Corporate Bond Buying Has Helped Economy

•   WSJ: U.S. Banking Regulator Backs New Liquidity Requirements

•   WSJ: Intel Sees Opportunity in U.S.-China Tensions

•   WSJ: Intel’s Deal With SK Hynix Shows Limited Space Left for Chip Makers

•   WSJ: Pioneer Natural Resources to Buy Parsley Energy for $4.5 Billion

•   NYT: Voters Prefer Biden Over Trump on Almost All Major Issues, Poll Shows

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

•   NYT: With College Campuses Quiet, Some Democrats Fear Losing Students’ Votes

•   NYT: Apple iPhone 12 Review: Superfast Speed, if You Can Find It

•   WP: The U.S. has already hit 71% of total 2016 early voting

•   WP: McConnell warns White House against making stimulus deal before election

•   WP: U.S. and Russia near deal to freeze nuclear warheads

•   WP: Saudi crown prince sued in U.S. court in journalist Jamal Khashoggi’s slaying

•   WP: The coronavirus pandemic has caused nearly 300,000 more deaths than expected in a typical year

•   WP: Joe Biden and a Democratic Congress can block a conservative Supreme Court. Here's how.

•   FT: Brexit talks remain on ice as UK seeks EU concessions

•   FT: US voters turn against Trump’s economic policies

•   FT: Biden puts faith in his Catholicism to win round voters

•   FT: Johnson buffeted by tussles with city leaders, business and Brussels

•   FT: Boris Johnson fails to calm business concerns over Brexit

•   FT: Johnson’s 3-year UK spending master plan set to be ditched

•   FT: Beijing deploys role in Korean war in fight against the US

•   FT: Israel and UAE sign visa and pipeline deals to cement alliance

•   FT: EU urged not to delay overhaul of budget rules

•   FT: Sweden bans Huawei and ZTE from 5G telecoms networks

•   FT: Pandemic boosts automation and robotics

•   FT: The autumn surge in UK coronavirus cases may be slowing

•   FT: From ‘Made in China’ to ‘Bought in China’?

•   FT: Presidential debate organisers hit mute button on microphones

•   FT: As his protégé wins Bolivia’s presidency, is Evo Morales back in power?

•   FT: How coronavirus exposed Europe’s weaknesses

•   FT: Investors bet US recovery will force long-term bond yields higher

•   FT: Will ‘Black April’ prove a turning point for energy?

•   Bloomberg: Alternative Data Show Europe Slowing, U.S. Gaining

•   Bloomberg: WTO Race Hits Key Stage With U.S., EU Divided on Two Finalists

•   Bloomberg: Why Modi’s Still So Popular Even as India Fails to Fight Virus

•   Bloomberg: U.S. Says It Has Evidence of Forced Labor in Chinese Sweetener

•   Bloomberg: Defeat for Trump Would Mean Some Other World Leaders Also Lose Out

•   Bloomberg: ECB’s Lagarde Says Virus Resurgence Is a Clear Risk to Economy

•   Bloomberg: Supreme Court Split Stokes Democrats’ Election Worries

•   Bloomberg: U.S. Swing States Saw Mixed Progress on Jobs in September

•   Bloomberg: Robots Encroach on Up to 800 Million Jobs Around the World

•   Bloomberg: Covid-Era Subsidies Are Only Going to Worsen Global Trade Frictions

•   Bloomberg: BOJ Considers Changing Inflation Forecasts Over Travel Program

•   Bloomberg: China Leisure Spending Remains a Drag on Rebounding Economy

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

•   Bloomberg: USPS Still Not Sorting Election Mail Fast Enough, States Say

•   Bloomberg: China Condemns U.S. Meeting With Tibet Government-in-Exile

•   Bloomberg: How will the ECB revive inflation in the eurozone

•   Reuters: Exclusive: U.S. trial of AstraZeneca COVID-19 vaccine may resume this week - sources

•   Reuters: Pandemic speeds labour shift from humans to robots, WEF survey finds

※   World Economic Forum: The Future of Jobs Report 2020

•   Reuters: Factbox: Control of U.S. Senate at play in 12 key competitive races

•   Reuters: Analysis: After America First, some investors bet on a Biden boost abroad

•   Reuters: Modi says committed to COVID-19 vaccine for all citizens

•   Reuters: Pfizer, BioNTech start combined trials of COVID-19 vaccine candidate in Japan

•   Reuters: Brazilian miner Vale hints at fourth-quarter production boost

•   CNN: GM to invest $2 billion in Tennessee factory so it can build electric vehicles

•   CNBC: Covid is accelerating across the globe as U.S. and Europe head into flu season

•   CNBC: The GDP report next week will likely show record-breaking economic growth, but it may not help Trump

•   CNBC: Covid likely to become as 'endemic' as flu

•   CNBC: US 2020 election: What Biden means for Russia

•   CNBC: OECD's Gurria: 'We are just starting to walk into the woods'

•   CNBC: Ant Group gets Hong Kong stock exchange approval, clearing last major hurdle for its massive IPO

•   CNBC: Coronavirus circuit breakers: What are they and do they work?

•   CNBC: Apple iPhone 12 vs. iPhone 12 Pro review: which one do I buy?

•   CNBC: U.S.-China tensions could split the internet — and data will play a key role

•   CNBC: Inflation comeback may force Fed to tighten, Jim Bianco warns

•   MarketWatch: Why stock-market investors are starting to focus on Biden's narrowing lead against Trump

•   Fox Business: Biden's tax plan could create rates as high as 62% for New Yorkers, Californians

•   SCMP: China digital currency: Shenzhen consumers spend 8.8 million yuan in largest trial of digital yuan

•   SCMP: US-China decoupling: Is Beijing ramping up its diversification away from the US dollar?

•   SCMP: China’s coronavirus recovery gathers steam, but young jobseekers face being left behind

•   SCMP: China’s P2P ‘financial refugees’ face never ending wait to recover lost US$120 billion

•   SCMP: China to curb ‘chaos’ in semiconductor industry and hold bosses accountable for risky, loss-making projects

•   매경(P1): `승부사` 최태원…인텔 낸드사업 10조에 품었다

•   매경: `낸드 콤플렉스` 벗은 SK하이닉스…메모리 양날개 폈다

•   매경: 언택트산업 수요 폭발에…반도체 역대급 합종연횡

•   매경: `딥체인지` 강조하던 최태원…모두가 움츠릴때 과감한 M&A

•   매경: 인텔출신 이석희 주도, 노종원 실무총괄…외곽선 박장호가 지원

•   매경(P1): 대주주 주식 양도세 `3억 기준` 그대로…합산은 개인별로

•   매경(P1): "폐쇄조치 월성원전, 경제성 저평가됐다"

※   감사원: 월성1호기 조기폐쇄 결정의 타당성 점검(국회감사요구)

※   산업부: (참고자료)월성1호기 조기폐쇄 관련 감사 결과에 대한 산업부 입장

•   매경: 감사원 `경제성`만 따져…"한수원, 판매단가 의도적으로 낮췄다"

•   매경: "안전성·수용성 빼고 경제성만 평가 편파적…감사결과에 동의못해"

•   매경: 野 "탈원전 사망선고" 與 "최재형 원장이 논란 키워"

•   매경: 일요일 심야 틈 타 444개 파일 기습 삭제…산업부, 군사작전하듯 조직적 감사 방해

•   매경: `시한부` 고리2호기 생명연장 되나…정부 "탈원전은 계속"

•   매경: 국정과제 따랐을 뿐인데…공직사회 `부글부글`

•   매경: "징계수위 높지않아 산업영향은 없을듯"

•   매경: 재계 반대에도…與 `3%룰` 원안 밀어붙여

•   매경: 정책 널뛰기에…국내1호 제주영리병원 결국 무산

•   매경: `해상풍력 뉴딜` 어민 패싱 논란

•   매경: 홍남기 "3분기 플러스 성장 전환"

•   매경: `삼성전자` 브랜드 가치 글로벌 5위로 우뚝

•   매경: 투자처 마땅찮네…MMF 다시 150조 돌파

•   매경: 원화값 강세에 환차손 우려에도…서학개미 `사자` 행렬

•   매경: 활기찾는 국내M&A 시장…3분기 거래수 15% 증가

•   매경: 박용만 상의회장 "대립보다 대화를"

•   한경(P1): 디지털로 가거나 망하거나 미래는 둘 중 하나로 간다

•   한경(P1): 개인이 국채 사면 이자 60% 더 준다

•   한경: 월성 1호기 폐쇄' 직접 손실만 1조1700억…혈세로 메워야

•   한경: 원전 10기, 8년 내 설계수명 만료…언제든 조기 폐쇄될 운명

•   한경: 반쪽' 복수의결권·CVC로 생색 내는 與

•   한경: 영끌'해서 서울에 집 산 2030…평균 가격 7.3억, 빚이 4.2억

•   한경: "물류로봇, 복잡한 실내서도 길 잘찾죠"

•   한경: 삼성·LG 이어 애플 가세…5G 폰 시장 달아오른다

•   한경: [마켓인사이트]국민연금에 석탄투자 중단하라는 여당...정작 해당 기업은 '친환경 주도주'

•   서경(P1): 이재용 만난 베트남 총리 "반도체 투자해달라"

•   서경: 글로벌 공급망 밑그림 '재편'...베트남에 배터리 공장 가능성

•   서경: SK건설, 블룸SK퓨얼셀 구미공장 개관...친환경 연료전지 국산화

•   조선(P1): 이틀간 독감 백신 접종 이후 3명 사망

•   조선: 부동산 시장 들끓는데…이낙연-이재명 서로 다른 노선

•   조선: 전세 못 구해 난리인데 거래량 늘었다는 국토부

•   조선: [단독] 하늘다람쥐 멸종위기종 땅에 풍력발전소 추진

•   조선비즈: 맹탕 같은 감사원 발표에 두산重 투자자들 실망감... “유증에 영향 줄까” 관심 집중

•   조선비즈: 2차전지, 주력 수출품으로 성장했는데… 위험요인은 중국, 대중적자 벌써 6억弗

•   조선비즈: LG화학 이어 삼성SDI도 배터리 화재에 떤다…BMW·포드 PHEV 리콜

•   중앙: “에너지 정책 감성적으로 펴선 안 돼…신한울 3·4호기 건설 재개해야”

•   문화(P1): 與, 공시지가 세부담 완화 추진… 종부세 감면은 배제

•   문화: 프랑스선 정부감사 통해 원전건설 독려

•   문화: 매각 차질·노조 리스크… 자동차 3社 ‘가시밭길’

•   문화: 배터리 3社, 안전성·성능 극대화 ‘혁신기술’ 선봬

•   한국(P1): "부동산 반성" 이어 장관들 불러모으는 이낙연... "경제정책 직접 챙긴다"

•   머니투데이: 국내 가업승계 독일의 1%도 안돼…원인은 '세금 폭탄'

•   머니투데이: 로봇수출, 돈 떼일 걱정없이…무보, 단체보험 지원한다

•   머니투데이: 산지태양광 산사태 막아라…3년간 정밀검사 실시

•   머니투데이: 글로벌 경제 치트키 된 '그린뉴딜'…與 2050년 탄소 제로법

•   더벨: 공모채 시장 활기, 연말 발행 줄 잇는다

•   헤럴드경제: “3분기 코스피 영업익 40.3조 호실적”

•   헤럴드경제: 3분기 채권·CD 발행 114조…전년比 14%↑

•   헤럴드경제: 강남 ‘토지거래허가제’ 위력 가시화?…주변지역선 ‘풍선효과’

•   헤럴드경제: 새 임대차법·공급부족에 전세난 심각한데…정부는 “저금리 탓”

•   헤럴드경제: 바이든 기대감…‘클린에너지 펀드’ 떴다

•   파이낸셜뉴스: 두산重, 신한울 3·4호기 재개 ‘실낱 희망’ [월성 1호기 조기폐쇄 감사 결과]

•   파이낸셜뉴스: 삼성, 지주사 전환때 25조 추가비용… 20만개 일자리 사라져 [공정경제3법 눈앞, 위기의 기업들]

•   파이낸셜뉴스: 금리 1%P라도 더… 은행서 9조 빠질때 저축銀 3조 늘었다

•   파이낸셜뉴스: "개소세 인하 효과 뚜렷한데 국회가 외면"… 車업계, 재시행 호소

•   파이낸셜뉴스: 화웨이 5G 통신 표준화 정립 기여도 1위

•   파이낸셜뉴스: 현대제철, 수소생산량 年3500t으로 확대

•   아시아경제: 서울 10억 이상 전세 거래, 1년새 65% 급증

•   아시아경제: LNG 개별요금제 도입' 속도내는 가스公…"전기료 인하요인"

•   아시아경제: "환경비용 전기료 적용 불가피…국민에 알려 정당성 확보"

•   이데일리: "집 산 돈, 어떻게 마련했는지 밝혀라"…27일부터 수도권 확대

•   이데일리: [단독]"저가 매물 거둬들여라"…끊이지 않는 집값 담합

•   이데일리: "경제성 저평가"에도 월성 1호기 재가동이 불가능한 3가지 이유

•   연합: 두산중공업, 베트남 붕앙2 사업 참여…9천억원 공급 계약

•   연합: 두산, 임시주총서 모트롤사업부 물적 분할 승인

•   뉴시스: 네이버, 로보틱스 스타트업 두 곳에 투자

•   비즈니스포스트: 유수경 두산퓨얼셀 연료전지 다변화, 후발주자 SK건설 만만치 않다

•   뉴데일리: 유진 '짝' 찾기 나섰다… 두산인프라 인수할 FI 급구

•   Power Engineering: The next HYDRO+ episode: Market Trends: Adapting Hydropower for Changing Conditions

•   reNews: Corporate demand to drive US renewables surge

•   reNews: UK wind capacity to grow by 1.3GW this winter

•   Renewables Now: India installs 436 MW of new renewables in Sept

•   에너지경제: 동해가스전 해상풍력사업, 신재생 투자 확대로 이어져야'

•   에너지경제: 한무경 '태양광 모듈 국산 점유율 78% 거짓, 중국산이 둔갑'

•   투데이에너지: “에너지公, RPS 운영委 주먹구구식 운영”

•   KHL: Cat highlights products, services with release of Trial 9: PAC-MAN™ | Video | KHL

•   Equipment World: Bobcat intros front-mount snowblower for its compact tractors

•   OilPrice.com: Oil Prices Aren’t Going Anywhere Until The Election

•   OilPrice.com: Prepare For More U.S. Shale Mergers And Acquisitions

•   OilPrice.com: This Deal Could Create The Next Big Shale Giant

•   OilPrice.com: Will OPEC+ Decide To Extend Oil Output Cuts?

•   OilPrice.com: Iraq Sees Oil Prices Recovering In Q2 2021

•   MINING.com: RANKED: Top 10 lowest cost copper mines

•   CNET: Why iPhone 12's 5G won't completely drain its battery

•   Phone Arena: Samsung patent reveals an innovative Galaxy S phone with a flexible screen and powerful sound

•   Phone Arena: Vivo arrives in the UK and Europe as the next big smartphone brand

•   Phone Arena: Will Xiaomi's foldable smartphone look like a mix between Galaxy Fold and Huawei Mate X?

•   Robotics & Automation News: The benefits of using universal collaborative robots

•   Robot Report: Boston Dynamics expanding Spot’s duties on construction sites

•   Nikkei Asian Review: Japan and China to lift ban on business travel

•   Nikkei Asian Review: Thai protests roil kingdom as unrest spreads through Southeast Asia

•   Nikkei Asian Review: Huawei says smart city business will grow despite US pressure

•   Economic Times: Sales of manufacturing cos contracted 41.1 percent in Q1

•   Mint: With an eye on China, India considers trade talks with Taiwan

•   Business Standard: Recovery on Indian economy 'strengthened, broadened' in September: ICRA

•   Folha de S.Paulo: Brazil Exceeds 154 thousand Covid 19 Deaths

•   Folha de S.Paulo: Russia Expects Sputnik V Vaccine Registration in Brazil in December and Production in January

•   Jakarta Post: Indonesia to launch sovereign wealth fund in January next year

•   Jakarta Post: PDI-P, Golkar targets of jobs law ire: Study

•   Viet Nam News: Export growth expected at 3-4% this year

[Opinions]

•   Project Syndicate(José María Figueres): Getting to Low-Carbon High Seas

•   Project Syndicate(Anuradha Gupta): Immunization Is the Best Weapon Against Poverty

•   Project Syndicate(Carl Bildt): The Arctic Comes in from the Cold

•   FT(Editorial Board): The EU’s fiscal progress needs a political anchor

•   FT(Martin Wolf): The threat of long economic Covid looms

•   FT(Claire Jones): Does a digital euro challenge the dollar’s global dominance?

•   FT(James Conway, Peter Ackerman ): The world must counter China’s dominance of rare earths

•   FT(Lex): Intel/SK Hynix: chip away

•   WSJ(Walter Russell Mead): Trump’s Middle East Metamorphosis

•   WSJ(William A. Galston): ‘American Values’ Portend Trump’s Defeat

•   WSJ(Lanhee J. Chen, Daniel L. Heil): Biden’s Public Option Would Mean Massive Tax Hikes

•   NYT(Paul Krugman): Why Biden Will Need to Spend Big

•   NYT(Michelle Goldberg): Is the Trump Campaign Colluding With Russia Again?

•   NYT(Ross Douthat): Trump Is Giving Up

•   WP(Dana Milbank): The real October Surprise is that Trump and the Republicans don’t have one

•   WP(Jennifer Rubin): What we need to hear at the next debate, if there is one

•   WP(Jennifer Rubin): How early voting deters GOP voter suppression

•   WP(David Von Drehle): Putin may be using new technology, but he is a classic Russian czar

•   WP(Marc A. Thiessen): Trump needs to stop talking about Hunter Biden, and start winning over reluctant voters

•   WP(Greg Sargent): As Biden and Trump battle for White voters, district-level polls are revealing

•   WP(Rachel Shelden, Erik B. Alexander): Americans worry about 2020 being another 2000, but the real worry is another 1876

•   WP(Lars Calmfors): We saved our economy in Sweden. But too many people died.

•   WP(Daniel W. Drezner): The end of global order?

•   WP(Jared Bernstein): The return of austerity politics

•   Bloomberg(Editorial Board): Trump’s H-1B Reforms Will Make America Poorer

•   Bloomberg(David Fickling): Conoco-Concho Deal Shows Shale Oil's Death Was Exaggerated

•   Bloomberg(Tyler Cowen): Covid-19 Is More Serious for the Elderly. So What?

•   Bloomberg(Noah Smith): Old-Age Is the Next Global Economic Threat

•   Bloomberg(John Authers): Stocks Near Record Highs Are Tuning Out Covid, Stimulus Concerns

•   Bloomberg(Clara Ferreira Marques): Thailand’s Leaders Can’t Afford Confrontation

•   Bloomberg(Ferdinando Giugliano): Europe's Approach on Tackling Covid-19 Looks Like Sweden's

•   Bloomberg(Joe Nocera): Google Should Learn From Microsoft’s Tough Antitrust Lesson

•   Bloomberg(Tae Kim): Justice Department Suit Against Google Search Monopoly Is Smart

•   Bloomberg(Pete Saunders): Rust Belt Is Key to America's Economic Success

•   CNN(Frida Ghitis): Three possible explanations for Trump's bonkers campaign strategy

•   CNN(Elie Honig): How Trump is turning his five court losses into a win

•   MarketWatch(Mark Hulbert): ‘Trump stocks’ have significantly lagged the U.S. market since 2016 — while ‘Clinton stocks’ have soared

•   MarketWatch(Paul Brandus): Biden and Trump agree on this one key part of foreign policy

•   Fox News(Tom Del Beccaro): A Trump 'surprise' victory is in the offing -- here are the 10 tea leaves pointing to it

•   Fox News(Brian Arbour): Everybody likes Joe Biden – here's why that's very bad news for Trump

•   Fox News(Cal Thomas): Can Joe Biden be trusted? Hunter Biden scandal begs the question

•   매경(사설): 탈원전 무리수 입증한 월성1호기 감사 결과

•   한경(사설): 조작·은폐로 끌어온 탈원전 정책, 지속할 명분 있나

•   한경(오춘호): 에너지 자립 '기적의 처방'…제조 강국들의 '수소 대장정'

•   서경(사설): "원전 경제성 저평가"...형사책임 어물쩍 넘길 일인가

•   조선(사설): 미흡한 감사 결과, 정권의 집요한 방해가 또 진실 가로막았다

•   조선(사설): 월성1호 폐쇄 결정뒤 근거 조작한 정권, 한밤에 증거 444개 삭제

•   중앙(사설): ‘월성 1호기’ 경제성 조작, 청와대가 해명하라

•   동아(사설): 탈원전 경제성 조작한 ‘코드행정’, 그래도 결론 피한 감사위원

•   문화(사설): 감사 저항에도 드러난 ‘경제성 조작’ 刑事 책임 물어야

•   파이낸셜뉴스(사설): 어중간한 결론에 그친 감사원 원전 보고서

•   한국(사설): ‘잘못된 경제성 평가’로 월성 1호기 폐쇄 결론 낸 감사원

•   한겨레(사설): 월성1호기 감사 결과, ‘소모적 정쟁’ 더는 안된다

•   경향(사설): 경제성·폐쇄 문제 다르게 본 월성 1호기 감사, 정쟁 끝내야

•   이데일리(사설): 경제성' 트집잡은 원전 폐쇄, 가동 중단만 고려했다니

•   전자신문(사설): 에너지정책, '정쟁' 아닌 '과학'으로