Business Intelligence Monitor 201023

(Introduction)

[Markets]

•   Global: U.S. stocks advance, benchmark Treasury yields rise on fiscal aid hopes

•   US: 10-year Treasury yield hits highest level since June amid strong economic data, stimulus optimism

•   한국: 코스피 나흘만에 하락 마감…2,350대로 밀려

•   한국: 두산그룹주 방향 못 잡아, 두산솔루스 두산퓨얼셀 하락 두산밥캣 상승

•   Turkey: Turkish lira sinks to record low after central bank holds fire

•   Metals: Copper slips from $7,000, waits for possible China stockpiling

•   Grains: U.S. soy futures firm to highest since 2016, corn hits 14-1/2-month high

[Indicators]

•   US Sep. Existing home sales: U.S. Home Sales Rise to New 14-Year High

•   US Weekly Jobless claims: U.S. Jobless Claims Fell to 787,000 Last Week

•   US Weekly Bloomberg consumer comfort index: U.S. Consumer Comfort Fell to Seven-Week Low

•   한국 3분기 항만 물동량: 3분기도 항만 물동량 감소세 이어졌다

•   한국 9월 거주자 외화예금: 원·달러 환율 뚝…달러예금, 7개월 만에 감소

•   한국 주간 아파트 가격(감정원): 서울 전셋값 69주째↑···전국 5년 6개월 만에 최대 상승

•   Turkey Benchmark rates: Turkey Forgoes Rate Hike, Sets Stage for More Stealth Tightening

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: New U.S. Coronavirus Cases Surpass 60,000 for Second Day

•   WSJ: Eurozone Government Borrowing Soars as Countries Seek to Cushion Covid-19’s Blow

•   WSJ: In Xi Jinping’s China, Nationalism Takes a Dark Turn

•   WSJ: Russian Hacks of U.S. Government Networks Prompt Election Warning

•   WSJ: Remote Work Isn’t Just for White-Collar Jobs Anymore

•   WSJ: Goldman to Recoup, Cut Executives’ Pay After 1MDB Fines

•   WSJ: Intel Hit as Consumers Flock to Lower-Cost Laptops, Datacenter Chips

•   WSJ: Palantir to Help U.S. Track Covid-19 Vaccines

•   WSJ: Google, U.S. Government Each Face Challenges in Court Fight

•   WSJ: Walmart Files Lawsuit Against DOJ in Opioid Case

•   NYT: Iran and Russia Seek to Influence Election in Final Days, U.S. Officials Warn

•   NYT: Can Trump Win? Yes. But the Path Is Narrow and Difficult.

•   NYT: Trump’s Cash Crunch Constrains His Campaign at a Critical Juncture

•   NYT: A Full Guide to the Debate Tonight

※   美 동부시간 21시(한국시간 10시) 시작 (Live 방송 링크)

•   NYT: What Are the Rules for Trump and Biden’s Last Debate?

•   NYT: What Do Polls Say About the Issues on the Agenda for Tonight’s Debate?

•   NYT: The Relentless Shrinking of Trump’s Base

•   NYT: How Democrats Are Celebrating Biden’s Polling Lead: With Abject Dread

•   NYT: Trump’s Cash Crunch Limits His Options and Prompts Finger-Pointing

•   NYT: Pelosi says stimulus deal may wait until after the election, as key differences remain unresolved.

•   NYT: Forget Antitrust Laws. To Limit Tech, Some Say a New Regulator Is Needed.

•   NYT: Iowa Never Locked Down. Its Economy Is Struggling Anyway.

•   NYT: Trump Campaign Draws Rebuke for Surveilling Philadelphia Voters

•   WP: Senate Republicans fume as Mnuchin gives ground to Pelosi in search of deal

•   WP: The Finance 202: 'Really dumb politics.' Some Republicans mystified by McConnell's hard line on coronavirus stimulus

•   WP: Trump breaks agreement with CBS News by releasing his own video of ‘60 Minutes’ interview

•   WP: ‘It’s a sea change’: How climate went from the back burner to a central issue in this year’s debates

•   WP: Trump’s increasingly brazen pleas for a manufactured October Surprise

•   FT: Chicago tightens restrictions as cases spread across Midwest

•   FT: Airbus set to boost production of world’s most popular passenger jet

•   FT: Biden vows to set up bipartisan committee on US court reform

•   FT: Japan faces rising defaults if virus downturn is prolonged, warns BoJ

•   FT: No-confidence vote in Spanish government defeated

•   FT: Argentina bondholders accuse government of undermining recovery

•   FT: Sunak announces more generous UK jobs support scheme

•   FT: Chancellor steps up efforts to avert mass unemployment

•   FT: England’s test and trace hits new low as cases surge

•   FT: Getting back to the Brexit table doesn’t guarantee a deal

•   FT: Italy draws €90bn of orders in stellar week for eurozone debt market

•   FT: Who would run US trade policy in a Joe Biden administration? 

•   FT: Europe’s resilient manufacturers bounce back from virus

•   FT: EU explores tougher curbs on City hedge fund managers

•   FT: How much will a Covid-19 vaccine cost?

•   Bloomberg: World Bank Sees Slow Commodities Recovery After Virus Hit

※   World Bank: October 2020 Commodity Markets Outlook

•   Bloomberg: The U.S.-China Conflict Over Chips Is About to Get Uglier

•   Bloomberg: France’s New Case Numbers Top 40,000 as Curfews to Be Widened

•   Bloomberg: Barrett Nomination Clears Panel With Democrats Boycotting

•   Bloomberg: Huawei Outhustles Trump by Stockpiling Chips Needed for China 5G

•   Bloomberg: California’s Data Revisions Paint Less-Dire Picture of U.S. Jobs

•   Bloomberg: U.K. Set to Sign Japan Trade Deal as Brexit Talks Heat Up

•   Bloomberg: China, Marking Its First War With U.S., Urges Sacrifice at Home

•   Bloomberg: What to Watch for in China's 5-Year Plan as Economy Shifts to Self-Sufficiency

•   Bloomberg: A Spectacular 1986 Goal Still Inspires Debate on BOE Policy

•   Bloomberg: Covid Crisis Strengthens U.S. Dollar’s Role in Global Economy

•   Bloomberg: What Changed in a Week of Brexit Talks? Everything and Nothing

•   Bloomberg: Latin America Won’t See Pre-Virus Growth Until 2023, IMF Says

※   IMF: Regional Economic Outlook for Western Hemisphere

•   Bloomberg: Brazil’s Bolsonaro Escalates Feud Over China-Backed Vaccine

•   Bloomberg: Huawei Announces Last Major Phone Before U.S. Ban Forces Rethink

•   Bloomberg: Michigan GOP Wins Appeal to Block Paid Voter Transportation

•   Bloomberg: The Sustainable Debt Market Has Become Unsustainable

•   Bloomberg: U.K. Carmakers Warn No-Deal Brexit May Undermine Climate Goals

•   Bloomberg: Why Building an Electric Car Is So Expensive, For Now

•   Reuters: Commodities headed for bull market in 2021 on inflation fears, stimulus: Goldman Sachs

•   Reuters: Pompeo says U.S. designates six more Chinese media firms as foreign missions

•   Reuters: U.S. economy's 'trudge' continues as virus counts surge

•   Reuters: EU says fossil fuel subsidies undermine its climate ambitions

•   Reuters: Apple expands 'Express' retail store format ahead of holiday season

•   Reuters: UK manufacturing decline abates in October: CBI survey

•   Reuters: Indian economy set for a near double-digit contraction this fiscal year: Reuters poll

•   Reuters: Biden tax increase might not be so bad for big banks

•   Reuters: China threatens retaliation over new U.S. arms sales to Taiwan

•   Reuters: Analysis: Move over bonds, FX taking over as investors' new favourite playbook

•   Reuters: Analysis: China and U.S. economies diverge over coronavirus response

•   Reuters: U.S. business borrowing for equipment falls 13% in September: ELFA

•   Reuters: Moderna completes enrollment in large COVID-19 vaccine study

•   Reuters: Exclusive: Biden campaign tells miners it supports domestic production of EV metals

•   AP: In Dubai, oil-rich UAE sees a new wonder: A coal power plant

•   CNBC: Obama hammers Trump in his first rally for Joe Biden: ‘We have to vote like never before’

•   CNBC: Remdesivir: Coronavirus treatment from Gilead approved by FDA

•   CNBC: White House says Trump tests negative for coronavirus before debate with Biden

•   CNBC: Biden leads Trump in polls with less than 2 weeks to go in campaign

•   CNBC: Why Germany’s coronavirus strategy might come back to haunt it

•   CNBC: JPMorgan Asset Management on economic recovery, U.S. stimulus talks

•   CNBC: Markets vs economy — how each is telegraphing the 2020 election, according to PNC

•   MarketWatch: Markets are in 'eye of the storm' and mounting turmoil will drive stocks lower and 10-year bonds to negative 0.50%

•   Fox News: Hunter Biden business associate's text messages indicate meeting with Joe Biden

•   SCMP: China’s Liu He says foreign hostility spurring nation’s push for hi-tech independence

•   SCMP: China’s retail sales rebound, but a shift in consumer habits makes the economic outlook fuzzy

•   SCMP: China’s Mr Renminbi says Beijing must dismantle capital controls to create a more globally accessible yuan

•   SCMP: China’s yuan exchange rate: is 6.66 a new sweet spot for the currency against the US dollar?

•   SCMP: Taiwan’s new US arms can reach mainland China: ‘a first but just a deterrent’

•   SCMP: What is Jack Ma’s Ant Group really worth as it markets the world’s largest ever IPO? Key analysts say US$350 billion to US$450 billion

•   Global Times: US companies in China acknowledge progress China has made

•   매경(P1): [단독] 이석희 SK하이닉스대표 "인텔 낸드 인수價 10조 비싸지 않다"

•   매경: "일감 몰아주기 규제땐 기업지분 11조 매물로"

•   매경: SK바이오팜·삼성카드 지분 매물 쏟아질판…`개미 잡는` 규제

•   매경: "정부 원안대로" 밀어붙이는 與

•   매경: 재계 "지주사내 계열사간 거래는 규제 예외 적용해야"

•   매경: 野 "대통령 탈원전 반칙" 與 "아무 말이나 다하나"

•   매경: 한국판 뉴딜 속도내는 文…"10조 투입 세계최고 스마트시티 국가로"

•   매경: "K방역 이어 K뉴딜은 文정부 최대 유산…역사가 평가할것"

•   매경: 與조사서도 "전세난 심각" 66%…원인은 임대차3법

•   매경: "세계 첫 수소운반선 도전"…현대重·글로비스 손잡았다

•   매경: "아이폰12 싸게 사세요"…최고18% 할인도

•   매경: 5G 속도, 3배까지 올린다…최기영 장관 국감서 답변

•   매경: 해외주식 결제액 분기 최대…채권 결제금액은 10% 줄어

•   한경(P1): 한·중 통화스와프 70조원으로 확대

•   한경: 3분기 국내 상업용 부동산 거래, 6.3조 '분기 최대'…76%가 오피스

•   서경(P1): 은성수 금융위원장 "확대된 유동성, 질서있는 축소 필요" [제19회 서경금융전략포럼]

•   서경(P1): 서초구 ‘9억원 이하 주택 재산세 감면’ 강행한다

•   서경(P1): 전세 뛰니 월세까지···"이런 급등 없었다"

•   조선(P1): 같은 날 같은 공장에서 생산된 독감백신 맞고 사망한 경우 처음 나와

•   조선: ‘11·22번째 사망자 백신’ 7만명 맞아… 정은경, 폐기하나

•   조선: 고교생 부검 관계자 “사인 백신 아니다”

•   조선: ‘삼성 합병’ 이재용 첫 재판에서 혐의 전면 부인

•   IT조선: 배터리 분쟁 합의 없는 LG·SK, 어쨌든 26일 한 곳은 '을'

•   인베스트조선: 구경제에서 신경제로 이동…자본시장 메기 된 '뉴머니'

•   동아: 中외교부 “2017년 사드문제 단계적 처리 합의”

•   동아: 폼페이오 ‘핵포기 없는 종전선언’ 질문에 “北비핵화 보는 美방식 불변” 사실상 반대

•   동아: “비핵화와 분리된 종전선언 실효성 없다”

•   동아: “바이든 집권해도 反中정책 안변해… 韓, 선택의 순간 피할수 없다”

•   문화: 폼페이오 10월 訪韓 한다더니… 동남아 4개국만 방문

•   문화: 올해 기업대출 97.1조원 증가… 금융위기 당시의 ‘1.5배 규모’

•   문화: ‘소주성’의 허구… 작년 가계소득 증가 2%뿐 ‘10년간 최저’

•   머니투데이: 전세, 씨 말랐는데 거래 늘어났다?…5가지 이유 때문

•   머니투데이: 서울 전셋값이 밀어올린 수도권 집값…'최악' 시나리오 가나

•   더벨: 산업은행은 정말 '관여'하지 않았을까

•   헤럴드경제: [인더머니] “‘석탄금융’ 돈은 되지만”…금융권 투자발길 돌린다

•   파이낸셜뉴스: "집단소송·징벌적손배, 기업에 치명적… 미국조차도 자성론" [기업 옥죄는 법안들]

•   아시아경제(P1): 현대차그룹 지배구조 개편 재시동…유력 시나리오 3가지

•   아시아경제(P1): [단독]지역뉴딜 동원 공공기관 8곳, 이미 부채만 153兆

•   아시아경제: 민주당 '획기적' 부동산 정책…중산층 공공주택, 대대적 도심 재생

•   디지털타임스(P1): 동학개미 반발에도 `대주주 3억`안 고수

•   디지털타임스: 한전·발전자회사, 文정부서 신재생에너지 6296억 출자 계획

•   이데일리(P1): [단독]공시가 현실화율 90%까지 올린다…오는 27일 발표

•   이데일리: [단독]서울 아파트 절반, 9억 아래도 '공시가 현실화' 사정권

•   이데일리(P1): 부진의 늪' 벗어난 韓디스플레이

•   이데일리: 이우근 칭화대 교수 “中 5G 비용절감 성공…韓, 위성통신 6G 주목해야"

•   이데일리: 전기요금체계 개편…국가기후환경회의 ‘분수령’

•   연합: 김종인 "독일 탈원전하더니 석탄 땐다…한국만 따라가"

•   연합: '부유식 해상풍력 국제포럼' 26∼28일 울산서 개최

•   연합인포맥스: 두산, 사업재편 청사진 채권단에 제출…구조조정 이후 정상화 가속

※   계획안은 글로벌 컨설팅 기업인 보스턴컨설팅그룹(BCG)으로부터 받은 컨설팅 결과를 바탕으로 작성

•   뉴시스: 산업부 허가받은 태양광·풍력 사업 5.8%만 첫 삽 떠

•   뉴시스: "해상풍력 어업인 목소리 반영돼야"…여야, 국감서 한 목소리 촉구

•   뉴시스: 제주 한림읍 주민들 “주민동의 없는 해상풍력사업 철회하라”

•   이투데이: “한국은 석탄 중독…베일에 싸인 민간 석탄금융 최초 조사해”

•   비즈니스포스트: 두산퓨얼셀 주식 매수의견 유지, "수소발전 의무화정책에 탄력받아"

•   CEO스코어데일리: 두산중공업, 대규모 수주·주가 호조…경영정상화 긍정 신호

•   데일리안: “두산밥캣, 신제품 매출 확대 기대...목표가↑”-신한금융투자

•   에너지경제: LNG 연료 단가 20년 만 최저기록 두 달 연속 바꿔치웠다

•   에너지데일리: 한국가스공사, 2040년 탄소배출 없는 수소 생산·공급 약속

•   에너지데일리: 서부발전, 가스터빈 재생기술 '국산화' 이뤘다

•   이투뉴스: "수소발전의무화 온실가스만 늘려, 도입 철회해야"

•   이투뉴스: ESS 설치사업장 436곳 '아직 가동중단'

•   대한경제: 한은 전망 경로 따라간다…3분기 GDP 1%대 나올까

•   대한경제: 코로나19로 공모 회사채 발행 막힌 기업들.. "대출채권 유동화, 사모채 발행 택해"

•   OilPrice.com: This $40 Billion Pipeline Project Risks Becoming A Stranded Asset

•   OilPrice.com: Saudi Arabia Is Suffering The Consequences Of Its Failed Oil Price War

•   MINING.com: Freeport-McMoRan posts Q3 profit boosted by gold prices

•   Phone Arena: First iPhone 12 teardown confirms smaller battery, flaunts the ingenious MagSafe coil

•   Phone Arena: Apple iPhone shipments show brisk growth in India

•   Hannover Messe News: Bigger and better - robot technology at the cutting edge

•   Robotics & Automation News: What Role is AI and Technology Playing in the Fight Against Covid-19?

•   Nikkei Asian Review: Japan to ease entry for foreign business travelers on 3-day stays

•   Nikkei Asian Review: Indonesia's energy pipeline springs a leak

•   Nikkei Asian Review: Hitachi bullish on prospects despite UK nuclear plant pullout

•   Nikkei Asian Review: Former Japan PM candidate cedes spotlight after crushing loss

•   Business Standard: Next stimulus should focus on short-gestation infra projects: NITI Aayog VC

•   Business Standard: Smartphone shipments rebound in anticipation of record festive sales

•   Hindustan Times: Government launches new inflation index for working class

•   Moscow Times: Russia’s Economic Recovery Cooled Before Second Wave Struck

•   Jakarta Post: Exclusive: IMF raises concern over environmental standards in Job Creation Law

•   Jakarta Post: Indonesia needs broad-based tax reform to boost state revenue: IMF

•   Viet Nam News: VEPR downgrades Việt Nam's GDP growth forecast in 2020

[Opinions]

•   Project Syndicate(Korinna Horta, Wawa Wang): The AIIB’s Transparency Deficit

•   FT(Editorial Board): The pandemic has exposed weaknesses in the UK model

•   FT(Editorial Board): Bidenomics can preserve support for capitalism

•   FT(Philip Stephens): Joe Biden’s promise is of a life beyond Donald Trump

•   FT(Edward Luce): The case for re-electing Donald Trump

•   FT(Martin Sandbu): US presidential election: judgment day for the liberal order

•   FT(Daniel Hanna, Richard Horrocks-Taylor): Miners and banks must take responsibility for emissions

•   FT(Frederick Studemann): Even Germany’s localism is questioned in the pandemic

•   FT(Stephen King): MMT: The case against Modern Monetary Theory

•   FT(Andrew Hill): When Milton Friedman, prophet of profit, met a pandemic

•   FT(Lex): Tesla/lithium: metal guru

•   WSJ(Joseph C. Sternberg): Beijing’s Covid Recovery Isn’t So Enviable

•   WSJ(Ted Van Dyk): Can Biden Restrain His Party’s Left?

•   NYT(Nicholas Kristof): America and the Coronavirus: ‘A Colossal Failure of Leadership’

•   NYT(Gail Collins): Donald and Joe Are Ready to Go

•   WP(Catherine Rampell): The real candidate of ‘big government’? Trump.

•   WP(Paul Waldman): How come we never talk about Joe Biden’s health-care plan?

•   WP(Greg Sargent): How the Iran news actually undermines one of Trump’s biggest lies

•   WP(Greg Sargent): Trump will attack Biden’s son at the debate. It will likely backfire on him.

•   WP(Helaine Olen): Will senior citizens finally abandon Trump?

•   WP(George P. Shultz, William J. Perry, Sam Nunn): Extension of New START treaty between U.S. and Russia is a crucial, responsible step

•   WP(Daniel W. Drezner): The last days of the GOP

•   Bloomberg(John Authers): Investors Surfing the Blue Wave Trade Need a Hedge

•   Bloomberg(Matthew A. Winkler): Idaho Defies Trump’s Nationalism With Best U.S. Economy

•   Bloomberg(Clara Ferreira Marques): U.S. Election: Trump Is Vladimir Putin’s Least-Bad Option

•   Bloomberg(Clara Ferreira Marques): Copper's Flying Like a FANG Stock on China's Economic Recovery

•   Bloomberg(Karl W. Smith): Trump's Surprising Appeal Among Black and Hispanic Voters

•   Bloomberg(Eli Lake): Russian, Iranian Election Interference Gets an American Assist

•   Bloomberg(Alex Webb): Huawei’s Biggest Rivals Should Be Happy They’re Not American

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