Business Intelligence Monitor 201022

(Introduction)

[Markets]

•   Global: Markets mixed with all eyes on U.S. stimulus talks

•   US: Treasury Yields Touch Multi-Month Highs

•   UK: UK pound jumps by most since March on Brexit progress

•   China: Yuan closes domestic session at over 2-year high on PBOC guidance, upbeat data

•   한국: 코스피 사흘째 상승 마감…2,370선 돌파

•   한국: 원·달러 1년7개월 만에 최저···유틸리티·항공·식품株 웃었다

•   한국: 인텔 인수價 `10조` 과했나…SK하이닉스 주가 이틀간 3% 빠져

•   한국: 3.4조원 충당금' 반영한 현대·기아차, 21일 동반 하락

•   한국: 두산그룹주 강세, 두산밥캣 6%대 두산인프라코어 두산 2%대 올라

•   한국: 무섭게 추락하는 환율…바이든 당선 땐 1100원 무너질 수도

•   Metals: Copper moves above $7,000 for the first time since June 2018

•   Grains: U.S. corn, soy rise on export hopes; wheat futures dip on profit taking

[Indicators]

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers falls for the fourth straight week

•   UK Sep. CPI·PPI: UK inflation rises to 0.5% as economy braces for new restrictions

•   한국 2019년 기업경영: 기업 '성장·수익·안정' 코로나 이전에 이미 악화

※   한국은행: 2019년 연간 기업경영분석

•   한국 10월 1~20일 수출: 10월 1∼20일 수출 5.8%↓…일평균 기준 5.9%↑

•   Japan Sep. Supermarket sales: Japan's supermarket sales fall 4.6% in Sept.

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Coronavirus Stimulus Vote Could Come After Election Day, Negotiators Say

•   WSJ: AstraZeneca/Oxford Coronavirus Vaccine Trial in Brazil to Continue Following Death of Volunteer

•   WSJ: Obama Hitting Trail for Biden, Setting Up Clash With Trump

•   WSJ: How Joe Biden’s Tax Plan Could Affect You

•   WSJ: Fed’s Brainard Says More Spending Needed to Avoid Recovery Imbalance

•   WSJ: U.S. Economy Seeing ‘Slight to Modest’ Growth This Fall, Fed Says

※   Fed: Beige Book - October 21, 2020

•   WSJ: Applying for PPP Forgiveness? Here Are Some Things to Know

•   WSJ: Financial Firms Gear Up for Biden and an Emboldened Consumer Watchdog

•   WSJ: Why Central Banks Want to Create Their Own Digital Currencies Like Bitcoin

•   WSJ: The WTO Couldn’t Change China, so Robert Lighthizer Found Another Way

•   WSJ: The Businesses Where Google Is Biggest (And the Ones Where It Isn’t)

•   WSJ: Tesla Extended Profit Streak With Record Quarterly Sales

•   NYT: Trump Records Shed New Light on Chinese Business Pursuits

•   NYT: Is a Second Wave Starting? New Yorkers Are Steeling Themselves

•   NYT: Worried About Covid-19 in the Winter? Alaska Provides a Cautionary Tale

•   NYT: How Trump and Biden Are Gearing Up for the Last Presidential Debate

•   NYT: Could Biden Win the Election in a Landslide? Some Democrats Can’t Help Whispering

•   NYT: The Fed’s $4 Trillion Lifeline Never Materialized. Here’s Why.

•   NYT: Europe Challenges U.S. Treasuries With Pandemic Bond Sale

•   WP: Trump’s campaign is laser-focused on appealing to Donald Trump

•   WP: CDC expands definition of who is a ‘close contact’ of an individual with covid-19

•   WP: Unprecedented vaccine trials on track to begin delivering results

•   WP: In five states, more early votes have been cast than Trump received in 2016

•   WP: Ireland is first European country to reimpose a lockdown amid a coronavirus resurgence

•   FT: UK and EU to resume talks in final push for post-Brexit trade deal

•   FT: The EU’s broken fiscal rules won’t be fixed just yet 

•   FT: China’s Ant gets final approval for world’s biggest-ever IPO

•   FT: China’s Covid-19 vaccine diplomacy steals a march on US

•   FT: US to host Armenia-Azerbaijan conflict talks

•   FT: Trump’s election cash-on-hand fell to $63m at start of October

•   FT: EU carmakers call on Brussels to ‘reconsider’ Brexit stance

•   FT: Trump hopes tough trade stance will help him recapture Michigan

•   FT: Johnson forced to ditch public spending master plan

•   FT: UK government borrowing reaches record in first half of fiscal year

•   FT: Shelved UK spending review provokes cabinet unrest

•   FT: Renminbi’s rise stokes expectations Beijing will move to cool rally

•   FT: Is the US-Brazil mini deal worth it? 

•   FT: Greener grid in the spotlight in US power market dispute

•   FT: China-US shipping costs soar on pandemic restocking

•   FT: Investors opt for the ‘do nothing’ trade ahead of US election

•   FT: Trump takes aim at Biden energy policy in Pennsylvania

•   FT: Tesla’s move into mining aimed at energising battery supply chain

•   FT: Why the second wave of Covid-19 appears to be less lethal

•   FT: How Joe Biden is spending his huge fundraising haul

•   FT: Will coronavirus break the UK?

•   FT: Brexit failure a graver threat to UK carmakers than Covid, Moody’s warns

•   Bloomberg: U.S. Escalates China Tensions With Further Media Restrictions

•   Bloomberg: IMF Says Asia Faces Long Recovery Slog Even as China Powers Up

※   IMF: Navigating the Pandemic: A Multispeed Recovery in Asia

•   Bloomberg: Fed Keeps Bond-Market Tantrums at Bay With Stealth Yield Control

•   Bloomberg: Rooftop Solar Surge Driving Record Low Power Demand in Australia

•   Bloomberg: Asia Defies Dire Predictions of a Massive Spike in Bankruptcies

•   Bloomberg: Apple’s Shifting Supply Chain Creates Boomtowns in Rural Vietnam

•   Bloomberg: Thai PM Offers to Lift Emergency as Thousands Protest in Capital

•   Bloomberg: China Will Likely See Positive Economic Growth for 2020, PBOC Governor Says

•   Bloomberg: Economic Pain Persists for Millions in U.S. as Aid Talks Drag On

•   Bloomberg: ECB Accused of Bias, Climate Failures in Public Listening Event

•   Bloomberg: Board Member Flags BOJ Concern Over Risks of Prolonged Pandemic

•   Bloomberg: A Budding Recovery in West Coast Flight Traffic Is Good for Oil

•   Bloomberg: Spain Becomes First Nation in Western Europe With 1 Million Virus Cases

•   Bloomberg: Winter Lifeline for U.S. Fuel Exports at Risk With Latin America Outbreaks

•   Bloomberg: Top U.S. Dealer Warns Automakers Are Missing Resupply Deadlines

•   Bloomberg: EU Ministers Set to Delay Decision on Stricter 2030 Climate Goal

•   Bloomberg: Blue States Back Minnesota Ballot Deadline Against GOP Appeal

•   Bloomberg: Here’s Why Biden Couldn’t Ban Fracking, But Could Restrict It

•   Bloomberg: EU Targets $36 Billion Social Bonds This Year After Record Deal

•   Bloomberg: How Europe’s Small Businesses Are Fighting Climate Change

•   Bloomberg: Trump Administration Moves at ‘Warp Speed’ to Scrap ESG Rule

•   Reuters: Trump says he doesn't see agreement with Democrats on stimulus

•   Reuters: U.S. State Department approves $1.8 billion in potential arms sales to Taiwan: Pentagon

•   Reuters: Analysis: Bolivia vote suggests pandemic may fuel populism in Latin America

•   Reuters: Where's the floor? Investors left guessing as U.S., Europe money market rates sink

•   Reuters: Trump loses bid to block deadline extension for North Carolina ballot

•   Reuters: Copper seen struggling to hit further highs in 2021

•   CNN: India is facing a double health threat this winter: pollution and the pandemic

•   CNN: Analysis: Some Americans are just tuning into the election now. Here's the news they really need

•   CNBC: CDC says the U.S. is now seeing a ‘distressing trend’ in coronavirus outbreak

•   CNBC: U.S. tries to get Huawei blocked from Brazil’s 5G networks with $1 billion financing pledge

•   CNBC: A Biden win could be bullish for the Chinese yuan, analysts say

•   CNBC: Morgan Stanley on 'blue wave' effect on U.S. economy, Fed rate hikes

•   CNBC: How to invest ahead of the 2020 election, according to top advisors

•   CNBC: Apple services success story bolstered by huge Google payments

•   CNBC: A Biden win could be bullish for the Chinese yuan, analysts say

•   MarketWatch: ‘It is daunting to think about what the consequences will be.’ With no new stimulus deal, much of America’s temporary financial safety net is set to expire Dec. 31

•   MarketWatch: Dr. Zeke Emanuel says this is what it will take to fully reopen the U.S.

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

•   MarketWatch: Ericsson backs view amid limited Covid-19 impact

•   Fox News: Fox News Poll: Trump gains in Ohio, Biden ahead in Michigan, Pennsylvania, Wisconsin

•   Fox News: Karl Rove: Trump campaign should focus on the economy, not Hunter Biden

•   SCMP: China, Taiwan and Vietnam successfully contained coronavirus, now they are poster boys for export recovery

•   SCMP: US-China relations not doomed for a ‘dead end’ under Biden presidency, says prominent Chinese academic

•   SCMP: China’s US dollar debt market showing cracks from US sanctions and prospect of more

•   SCMP: US-China tech war: can Washington take a leaf out of Beijing’s plans on strategic technologies?

•   SCMP: Donald Trump promised a tough China trade policy, but few think it has worked

•   SCMP: US will expand arms sales to ‘like-minded nations’ to counter China, Russia, defence chief says

•   SCMP: US urged to strengthen military and economic ties with Taiwan by a prominent think tank

•   Global Times: COVID-19 vaccine development unaffected by mutation: Chinese official

•   매경(P1): "선박운임 급등, 수출해도 남는게 없다"

•   매경: "운임 두배줘도 제품 실을 선박 없어"…부산항에 컨테이너만 쌓여

•   매경: 美노선은 배 부족하고 유럽은 넘치고…해운사들 `발동동`

•   매경(P1): 대주주 주식 양도세 靑 `3억 기준` 고수에…野 "10억 유지" 맞불

•   매경(P1): [단독] 사모펀드 `쪼개팔기` 방지법 만든다

•   매경: 전세대란 추가대책 놓고 홍남기-김현미 시각차

•   매경: 스가 "韓日 심각한 상황 직면할수도"…주일대사는 "긍정적 분위기" 딴소리

•   매경: 美, 대북제재 490곳 `거래 금지`…김여정도 제재 명단에 포함

•   매경: "기본소득은 정치상품…도입 필요성 낮다"

•   매경: 세수 40조 줄인 국회, 15조 더 쓴다

•   매경: 반도체 빅딜 쏟아지는데…사법 리스크 발묶인 삼성

•   매경: 지동섭 대표 "SK이노베이션, 배터리 분사 검토"

•   매경: SK이노베이션의 역발상 탄소로 탄소줄이기

•   매경: 코로나 이후…K방역 수출 2배 증가

•   매경: 국채 2년물 발행 소식에…"통안채 단기물은 어쩌나"

•   매경: [단독] GS건설도 두산인프라 인수전 참전한다

•   매경: 이익챙겨 겨울잠 드는 개미들…"연말 9조 매물폭탄"

•   매경: "10억 전세는 서민, 1억 집 사면 투기라고?"

•   매경: 홍남기를 누가 걱정하나…두채 지키면 `재테크 승자`

•   매경: 내년 서울 입주예정 아파트 `반토막`

•   매경: "원전 경제성평가 정권따라 바뀌는 고무줄 잣대"

•   매경: [View & Outlook] 코로나 위기서 기업이 살아남는 방법?…괴물같은 성과내는 `10x인재` 찾아라

•   한경(P1): 글로벌 은행 'AI 무장'…줄줄 새는 돈 잡는다

•   한경: "AI로 사라지는 직업 거의 없어…바뀌는 것은 일하는 방식뿐"

•   한경: 챗봇에 휴가 물어보는 카카오 직원들…"AI 역할은 '잡일' 줄여 업무집중 돕는 것"

•   한경(P1): [단독] "사업 아들에게 물려주려 했는데 빚덩이만 넘겨줄 판"

•   한경: "감사원이 脫원전 제동거나 했는데…공사 다 끊겨 올해가 정말 끝"

•   한경: 원전 자료 444개 삭제하고도 '적극행정 면책' 신청한 공무원

•   한경: "월성 1호기 조기폐쇄는 원인 무효…신한울 3·4호기 건설 재개해라"

•   한경(P1): 9억 이하 주택 공시가격 오른다…서민까지 '재산세 폭탄' 우려

•   한경: 9억 미만 주택 재산세 급증할텐데…6억 아래만 세율 낮출 듯

•   한경: 계속되는 2030 '패닉바잉'

•   한경: 내주 24번째 부동산 대책 나올 듯…與 "정부 아닌 당이 주도"

•   한경: 공정거래법 독소조항' 담합규정 완화 검토

•   한경: KDI "한국판 뉴딜 일자리 숫자에 얽매여선 안돼"

※   KDI: [KDI 현안분석] 코로나19로 인한 고용충격의 양상과 정책적 시사점

•   한경: AI반도체 '100조 M&A 전쟁'…삼성 '인공신경망' 치고나간다

•   한경: LG화학 떠날 배터리, 3분기 매출 3조 '역대 최대'

•   한경: 韓주식 팔고 美주식 쓸어담는 개미들

•   서경(P1): 과열·뻥튀기' 후폭풍···피눈물 나는 공모주

•   서경(P1): [단독] 이재명 "집값 인위적 억제하면 부동산시장 왜곡만 불러"

•   서경(P1): 경제석학 28인 "韓경제 진퇴양난···수소·노동개혁으로 활로 찾아야"

•   서경: "코로나發 경제 위기 극복하려면 기업이 뉴딜 주도해야"

•   서경(P1): 車부품사 60%, 미래차 전환 준비 못해

•   서경: SK이노 "LG와 대화 통로 열려 있다"···물밑협상 나서나

•   서경: 中BOE도 아이폰12 OLED 공급...삼성·LG '긴장'

•   서경: 프랜차이즈 '로봇 알바'로 비대면 활로 뚫는다

•   서경: 외국인 겨우 돌아왔는데...앤트그룹 상장으로 中에 자금 뺏기나

•   서경: [시그널] S&P "SK하이닉스, 인텔 메모리칩 인수 신용도에 긍정적"

•   조선(P1): 엿새간 10명 사망, 독감백신 쇼크

•   조선: 美, 44년 전 4500만명 접종해 30명 숨져… 원인은 ‘길랭-바레 증후군’

•   조선: 고령층 무료접종 이후 사망자 속출했다

•   조선: 상온노출·침전물 백신이 사망 원인?… 정부는 “가능성 낮다”

•   조선: 백신 컨트롤타워 없어… 검증·도매·접종 관리 제각각

•   조선: 정은경 “백신·사망 연관성 없어” 전문가들 “상황 심각, 접종 멈춰야”

•   조선: 원전폐쇄 수사, 윤석열에 달렸다

•   조선: 임대차법 개정 전인 5·6월 거래량까지 통계로 잡은 홍남기

•   조선: “文정부 땅값 2670조원 상승, 불로소득 주도성장"

•   조선: IMF 총재 “코로나 경제적 피해 한국이 가장 작아”

•   조선: 아버지한테 수억원 받아 증여세 안 내고 태양광 시설

•   조선비즈: 코로나 여파에 더 알 수 없는 '회장님 마음'... 연말인사 앞두고 재계 뒤숭숭

•   조선비즈: 서울 부동산 쓸어담는 중국인들…"수익률 높은 투자처"

•   IT조선: 美의 역대급 AI에 韓 '기술 종속' 우려 확산

•   중앙: ['코로나가 바꾼 세계' 석학인터뷰] 제레미 리프킨 "이젠 회생의 시대, 韓 그린뉴딜 너무 약하다"

•   중앙: ['코로나가 바꾼 세계' 석학인터뷰] “코로나 뒤 미·중 재앙적 경쟁…협력하는 법 못배우면 공멸”

•   중앙: 서울 아파트값 주춤? 지방은 무섭게 뛴다

•   중앙: 현대차 vs 도요타 “수소트럭, 북미 대륙은 내 차지”

•   중앙: 최태원, 요즘 자주 하는 말 “파이낸셜 스토리 만들자” 왜

•   중앙: 맥주 한잔 마시고 "맛있다, 하이트냐"…박용만 회장 자학개그

•   동아(P1): [단독]2022년 전작권 전환… 美, 사실상 ‘불가’ 통보

•   동아: SK하이닉스, ESG 전담조직 출범

•   한국(P1): 월성 감사결과 뜯어보니… "무리한 폐쇄" 단서 잔뜩 흘려놨다

•   한국: 매몰비용만 7000억, 신한울 3ㆍ4호기를 어찌 하오리까

•   한국: 월성1호기 감사 끝난 게 아니다...회의록 공개, 내부 감찰 등 곳곳 암초

•   한겨레: 지구촌 재생에너지로 가는데…“국내 탈원전 논쟁 소모적”

•   한겨레: ‘월성 폐쇄’ 감사발표로 경제성 논쟁 재연 조짐 전문가들 “원전 사고 비용과 재생에너지 확산세 반영해야”

•   경향: 베트남 석탄발전소 참여 한전·삼성물산에…글로벌 투자사 18곳 “계획 철회” 공개 서한

•   머니투데이(P1): 전세 없애는 게 전세대책인데…말 못하는 정부

•   머니투데이(P1): 전세대란 대책 못찾은 정부, 이러다간 "내년에도 전세난"

•   머니투데이(P1): "전셋집 볼수만 있어도 감사"…융자 낀 매물도 순식간에 나갔다

•   머니투데이(P1): "4년 거주" 세입자에 좋은 임대차법, 그런데도 욕 먹는 이유

•   머니투데이: 베트남 총리, 삼성전자에 또 '반도체 투자' 요청…中 시안처럼 안될까?

•   머니투데이: "큰 기업에 지배권 의미없어…합병하지 말걸" 이재용의 후회

•   헤럴드경제(P1): D램 이어 낸드도 평정…K반도체 ‘글로벌 혁신’ 촉진자로

•   헤럴드경제(P1): 野 “월성1호기 폐쇄 책임자·방해자 형사고발”

•   헤럴드경제: “ASML에 EUV 조기출하 요청”…이재용 ‘파운드리 초격차’ 속도

•   헤럴드경제: 3분기 단기사채 239조 발행…전년比 17.4%↓

•   헤럴드경제: ‘핫이슈’ ESG<환경·사회·지배구조 등급>…효성·한화·CJ ‘눈에 띄네’

•   헤럴드경제: 두산인프라 인수 나선 KDB인베…기관투자자 불신 넘을까

•   파이낸셜뉴스: 고용·소비회복에 정책 총동원… 기안기금 집행 속도 낼 듯 [당정 경제상황 점검회의]

•   파이낸셜뉴스: 강남구 이달 매매 고작 27건… "집값 하락? 급매가 만든 착시" [현장르포]

•   파이낸셜뉴스: "노조법 개정 이견 있지만 늦출 사안 아냐"

•   아시아경제(P1): 이낙연, 경제부처 장관들에게 “현장과 정책 사이 괴리있다”

•   아시아경제(P1): [2020국감]3년간 서울 중소형아파트 66% 상승

•   아시아경제(P1): [단독]양향자 "역차별", '3%룰' 보완책 제시…'합산→개별, 1년 의무보유'

•   아시아경제: 거금 준 '28GHz 주파수' 통신사, 투자 딜레마

•   아시아경제: [2020국감]"전국 ESS 다섯개 중 한개는 가동 중단"

•   디지털타임스(P1): 현대차, 계열사 사업재편 시동걸었다

•   디지털타임스: 원자력학회 "무리한 탈원전 정책 철회하라"

•   이데일리(P1): 코로나 재확산에 2030 일자리 50만개 증발…외환위기 이후 최악

•   이데일리(P1): [때이른 기본소득]①청년·농민·농촌에…`우후죽순` 기본소득

•   이데일리: [때이른 기본소득]②한정된 나랏돈, 복지 사각지대 어쩌나

•   이데일리: [때이른 기본소득]③`짝퉁` 논란까지, 난립하는 기본소득

•   이데일리: [때이른 기본소득]④"당장 기본소득 하자는 건 포퓰리즘"

•   이데일리: 삼성 준법감시위 10개월…'뉴 삼성' 변화 이끌었다

•   이데일리: 준법감시위 "워치독역할"…외부 시선은 여전히 "실효성 의문"

•   이데일리: 9개월만에 재개된 이재용 파기환송심…준법위 설치 변수될까

•   이데일리: 구자열 LS그룹 회장, 차기 대한상의 회장 물망

•   연합: "금융기관 162곳, 11년간 국내외 석탄발전에 60조 투자"

•   연합: 여수에 해상풍력발전 사업 허가…어민 "생존권 위협" 반발

•   연합인포맥스: 두산퓨얼셀, 3분기 영업이익 125억…전분기比 0.36%↓

•   뉴시스: 정부, 경제성 논란에도 탈원전 강행 의지…해체 절차는?

•   뉴스1: "월성 1호기 해체 예정대로"…한수원, 전담조직 연내 꾸린다

•   이투데이: 민간 석탄 투자 중심엔 ‘삼성’이 있었다

•   글로벌이코노믹: 김종갑 사장 '탈석탄' 발언에 한전 해외석탄개발 완전 손뗄까

•   CEO스코어데일리: 정부, '수소에너지' 발전의무화 용역 발주...눈 못떼는 발전사들

•   에너지경제: 내년 REC 가중치 개편 회오리?…해상풍력·바이오매스·수소 등 영향권

•   KHL: ERA estimates 10.4% rental drop in 2020

•   Equipment Journal: Komatsu’s Smart Construction Remote keeps managers connected

•   대한경제: HUG, 분양가 ‘쥐락펴락’…건설사들 손실 ‘눈덩이’

•   대한경제: 9차 전력수급기본계획 또 해넘기나

•   OilPrice.com: Trump Blasts Biden's Fracking Plans At Rally

•   OilPrice.com: There’s Nothing That Can Stop The World’s Next Oil Hotspot

•   OilPrice.com: Global Oil Production Costs Continue To Fall

•   MINING.com: Miners speed up automation as covid-19 impacts linger

•   MINING.com: Over $1 trillion needed for energy transition metals

•   Verge: Exclusive: Wisconsin report confirms Foxconn’s “LCD factory” isn’t real

•   전자신문(P1): [알림]한국형 뉴딜 맥을 짚는다…내달 4일 온라인 콘퍼런스

•   전자신문: 통신 3사 전력소비량 가파른 상승…5G 발맞춰 중장기 수요 분석

•   Phone Arena: Latest Mate 40 Pro 5G leak reveals every last detail about Huawei's next flagship

•   Phone Arena: Demand is apparently not high enough to justify an iPhone 12 mini android alternative

•   Phone Arena: When it comes to the 5G iPhone 12 series, what you see may not be what you're getting

•   Network World: Gartner: COVID-era infrastructure trends you should know about

•   Robot Report: VW Commercial Vehicles deploys 800 ABB robots to manufacture electric vehicles

•   로봇신문: 中 산업용 로봇, 9월 생산량 전년比 51%↑...2년래 최고 성장률

•   Nikkei Asian Review: Japan to reduce greenhouse-gas emissions to net zero by 2050

•   Nikkei Asian Review: Japan's Suga opposes actions that boost South China Sea tension - Nikkei Asia

•   Nikkei Asian Review: Analysis: Silence in Beijing as Suga builds anti-China coalition

•   Nikkei Asian Review: Moon's likely successor seeks better Japan ties before Olympics

•   Business Standard: Raghuram Rajan warns against import substitution under Aatmanirbhar Bharat

•   Business Standard: Modi to meet 15 global funds as India seeks investment to lift economy

•   Hindustan Times: India at doorstep of economic revival, says RBI Governor Shaktikanta Das

•   Moscow Times: Inside Russia’s Plans For a Digital Ruble

•   Moscow Times: Ruble Crash Sends Car Prices Up 15%

•   Jakarta Post: Online marketplace sees housing supply, demand shrink in Q3

•   Jakarta Post: Ministry proposes five new toll road projects in strategic project list

•   Jakarta Post: COVID-19 becomes reality check for Jokowi promise

•   Myanmar Times: What have we learned from EPGE’s 1060MW solar tender?

[Opinions]

•   Project Syndicate(Ana Palacio): A Modest Hope for the Post-Trump World Order

•   Project Syndicate(Kingsley Chiedu Moghalu): Africa’s WTO Moment

•   Project Syndicate(Michael J. Boskin): Inequality and Its Discontents

•   Project Syndicate(Javier Solana): America’s Multilateralism Election

•   Project Syndicate(Anne O. Krueger): Trump’s Crony Capitalism

•   Project Syndicate(Eric Posner): Is the Long-Awaited Constitutional Crisis at Hand?

•   FT(Editorial Board): Google case is a chance to reframe antitrust debate

•   FT(Editorial Board): A vibrant vision of the City of London’s future

•   FT(Janan Ganesh): US Republicans must make peace with the state

•   FT(Claire Jones): How reliable is a millennium of macroeconomic data?

•   FT(Nick Nelson): European corporates signal earnings have bottomed out

•   FT(Melvyn Krauss): Change intra-EU trade to counter US currency aggression

•   FT(Lex): Google/antitrust: unparanoid Android

•   WSJ(Daniel Henninger): Trump, Biden, Hunter, Chaos

•   WSJ(Holman W. Jenkins, Jr.): A Laptop Window on the Oligarchy

•   WSJ(Karl Rove): You Won’t See an Election Like This Again

•   WSJ(Steve Milloy): How Biden Will End Fracking Without a Ban

•   WSJ(George L. Priest): Suing Google Won’t Help Consumers

•   WSJ(Jason L. Riley): Lightning Will Have to Strike Twice for Trump to Win

•   NYT(Elisabeth Rosenthal): To Stop a Winter Coronavirus Surge, Pay Restaurants and Bars to Close

•   WP(Jennifer Rubin): Why Senate Republicans deserve to lose many seats

•   WP(Jennifer Rubin): What we need to hear from Biden at the debate

•   WP(George F. Will): Trump will end his presidency as he began it: Whining

•   WP(Megan McArdle): Yes, Google has a monopoly. What’s wrong with that?

•   WP(Carl Bildt): Global leaders always watch the U.S. election closely. What’s in it for them this time around?

•   WP(Max Mordell et al): How some 2016 Trump voters are voting in the 2020 election

•   Bloomberg(Conor Sen): One Million Air Travelers Is a Good Sign for the Economy

•   Bloomberg(Justin Fox): Covid Herd Immunity Threshold Is Difficult to Determine

•   Bloomberg(Noah Smith): China Has a Few Things to Teach the U.S. Economy

•   Bloomberg(Tim Duy): The Lack of Fiscal Aid Won't Doom Consumer Spending

•   Bloomberg(John Authers): Everything's Too Expensive: Stocks, Bonds, You Name It

•   Bloomberg(Jonathan Bernstein): Could a Coronavirus Stimulus Bill Pass By Accident?

•   Bloomberg(Timothy L. O'Brien): Swing States: Election Day Could Be Brutal. Or Maybe Not.

•   CNBC(Ron Insana): Kudlow is wrong, this is not a V-shaped recovery

•   CNN(Mark Zandi): Why the US economy won't gain any traction until 2021

•   CNN(Joe Lockhart): Presidential election: If Trump loses, he'll take this deal

•   CNN(Kent Sepkowitz): Opinion: The pandemic is surging in small-town America

•   CNN(John D. Sutter): Let's talk about the climate apocalypse

•   CNN(Jiang Xueqin): US election 2020: Why China doesn't care who wins the White House

•   MarketWatch(Bob Lord, Chuck Collins): Donald Trump's abuse of the conservation easement tax loophole shows how the tax code favors the ultrarich

•   MarketWatch(Jared Dillian): If there are 'Biden' and 'Trump' stocks, why not own a little of each group?

•   Fox News(Liz Peek): 4 ways Trump can win the debate and the 2020 election

•   Fox News(Stephen Moore): Joe Biden's 7 deadly economic sins: Stephen Moore

•   Reuters(Andy Home): China's imports are soaking up the world's excess copper

•   매경(안정훈): 탈원전, 아직 가려지지 않은 시시비비

•   한경(이심기): SK가 10조 베팅한 진짜 이유

•   조선(사설): 월성 1호 폐쇄 주역은 결국 文, 왜곡 조작이 탈원전뿐이겠나

•   동아(사설): 모래 위에 세운 城 탈원전, 재검토하고 조작·은폐자 엄벌해야

•   문화(사설): 文 한마디에 월성 1호기 不法 工作…국정농단 전형이다

•   문화(정범진): 신한울 3·4호기 ‘중지’ 是正 급하다

•   한국(임소형): 표결과 말 바꾸기 반복…못 믿을 원전 정책

•   헤럴드경제(사설): 조작 드러난 월성 원전 조기폐쇄, 수사로 매듭 지어야

•   한겨레(사설): 원전, 경제성도 제대로 따져보면 ‘좌초자산’ 된다