[Markets]
• 한국: 국채 2년물 발행'에도 금리상승 억제 역부족
[Indicators]
• US·Eurozone Oct. PMI: U.S. Economic Activity Picks Up While Europe’s Stalls
• US Q3 GDP Nowcast: Oct 23, 2020: New York Fed Staff Nowcast
• UK Sep. Retail sales: UK shoppers give retail sales another boost in September
• UK Oct. Consumer confidence: Drop in UK consumer confidence fuels double-dip recession fears
• Japan Sep. CPI: Japan's CPI down 0.3% in Sept. due to 'Go To Travel' subsidy program
• India Sep. Coal imports: Coal imports rise 12% to 19 million tonnes in September on improved consumption
• Indonesia Q3 FDI: FDI bounces back in Q3, but economic outlook remains uncertain
• Vietnam Sep. Power consumption: Power consumption rises as economy recovers from pandemic
• Russia Benchmark rates: Russia Plays It Safe on Rates After Sanctions Threats Hit Ruble
• COVID-19: Johns Hopkins University Live Updates
[News]
• Bloomberg: China Reconsiders Its Global Strategy for the Yuan
• CNBC: Companies plan to continue shifting supply chains out of China under Biden or Trump, says PwC exec
• MarketWatch: How are we going to get control of this pandemic? We're not, says President Trump's chief of staff
• MarketWatch: The U.S. could be looking at 'severely' limited growth even after the pandemic, warns top hedge-fund exec
• MarketWatch: The tech giants are at risk of a 2001-style valuation collapse, says colorful SocGen strategist
• Fox Business: Biden becomes biggest all-time spender in presidential ad wars
• SCMP: US dollar-yuan exchange rate: China sees currency rise as ‘relatively moderate’ despite concerns
• SCMP: China’s foreign exchange reserves have been remarkably stable. Puzzled economists wonder why
• SCMP: China will focus on self-reliance and cutting financial risk, says Vice-President Wang Qishan
• 매경(P1): 아파트 시세 90%까지 공시가격 끌어올린다
• 매경(P1): 바이든 "김정은, 핵감축 동의해야 만나겠다"
• 매경(P1): "마누라 자식 빼고 다 바꿔라" 혁신의 거인 잠들다
• 매경: 가계대출 증가폭 축소…빚투 열풍 한풀 꺾이나
• 매경: 구광모의 AI 특명…글로벌벤처 3곳 연쇄투자
• 매경: 원화 강세에도 소극적인 外人…中때문?
• 매경: 어민 우려에도…해상풍력 인근 새어장 생겨
• 한경(P1): [단독] 정부, 법정 최고금리 24% 인하 추진…서민들은 못 웃는다
• 한경(P1): [단독] 화평법 규제 강화나선 與…사용·판매자도 처벌한다
• 한경: 중대형 공공임대' 공급 방안 내달 발표
• 한경: 국감 가고…여야 '입법·예산 전쟁'
• 한경: 해운사 'V'자 반등…수출기업은 비명
• 서경(P1): 여론에 밀리고 정치권에 치이고...흔들리는 官街
• 서경: 기업·로펌·국회로...줄잇는 공무원 엑소더스
• 서경(P1): 김현미 "월세 세액공제 확대 검토"
• 조선(P1): 상승률 한달새 6배 껑충, 월세대란도 터졌다
• 조선(P1): 시진핑, 美 겨냥 “한국전쟁때 敵 때려눕혀”
• 조선(P1): 390조 굴리는 글로벌 큰손·3M 부회장도 참석
• 조선비즈: SK하이닉스, 비싸게 샀나… 인텔 낸드 사업 인수가격 논란
• 조선비즈: 현대건설기계, 中서 수륙양용 굴착기 20대 수주
• 동아(P1): 독감 접종 중단여부 결정 연기… 당국 “사망 26건, 백신과 무관”
• 동아(P1): “독감 접종 계속 실시, 사망과 인과성 낮아”
• 동아: 코로나에 2분기 교역량 18.3% 감소
• 문화: 머잖아 로봇이 튀긴 치킨 맛 볼 수 있다
• 국민(P1): 월세로 살라는 건가? 전세 대책에 ‘월세 지원’ 내놓은 정부
• 쿠키뉴스: ESG 열풍 부는 중후장대…“선택 아닌 필수”
• 한겨레(P1): 후쿠시마 오염수 방출…한·일관계 악화 ‘새 뇌관’
• 경향(P1): 부동산 쭉쭉 오르는데 월급은…자산 불평등 ‘갈수록 심화’
• 머니투데이: [르포]文대통령 찾았던 서남해풍력, 팔벌린 거인이 만든 청정전기
• 머니투데이: "사람 중심 스마트 공장 만든다" 노사정 합의
• 머니투데이: 잘못된 사모펀드 정책설계…6조원이 증발했다
• 헤럴드경제(P1): 부동산·코로나블루에 ‘도·주·로〈도박·주식·로또〉’ 몰린다
• 헤럴드경제: 기관은 털고 환율리스크에 양도세까지…길잃은 ‘개미 投心’
• 헤럴드경제: 점점 더 꼬여가는 한국GM
• 헤럴드경제: ‘6곳 격돌’ 달아오른 두산인프라코어 인수전…‘해외사업’이 관건
• 파이낸셜뉴스: "바이든 당선 땐 대규모 부양책 기대… 무역분쟁 완화될 것"
• 파이낸셜뉴스: "작고 강한 '제로' 산업용 로봇 강자될 것"
• 아시아경제(P1): [단독]매입임대주택 전세로 돌려 물량 늘린다…내주 추가 전세대책 발표
• 아시아경제: 트럼프 vs 바이든, 엇갈리는 국내 수혜 종목은
• 디지털타임스(P1): 20대 `영끌 빚투` 162% 폭증
• 이데일리(P1): "어차피 안될텐데"…구직 포기한 대졸 취포자 2배 늘었다
• 이데일리: 제조업 경기 ‘훈풍’ 분다…車·가전·기계 개선세 지속
• 이데일리: "달러 싸구나"‥불나방처럼 모여드는 '달러 투자' 열풍
• 이데일리: "국내은행 대손비용 증가율, 해외 절반 수준"
• 비즈니스포스트: 두산그룹, 그린뉴딜 타기 위해 수소연료전지계열사 재편 추진할까
• Equipment World: The JCB journey from a garage to global force - Equipment Journal
• Equipment World: Two Caterpillar group presidents announce retirement
• Construction Equipment: Leasing Business Jumps 24% in September
• Construction Equipment: Nor-Val Rentals Joins Bobcat Network
• Construction Equipment: JCB Tests Hydrogen-Powered Excavator
• OilPrice.com: The U.S. Has A Major EV Problem
• OilPrice.com: How Hydrogen Will Reshape Global Power Dynamics
• OilPrice.com: Why ISIS Is Calling For Attacks On Saudi Arabia
• 전자신문: SK이노베이션, 양극재 자체 개발 나선다
• 전자신문: 中 오포, 첨단 AP 자체 개발 박차…화웨이 제재 영향?
• Phone Arena: Galaxy Z Fold 3 may feature a different kind of S Pen
• Phone Arena: Yet another key detail about Samsung's Galaxy S21 5G family is already '100%' confirmed
• Phone Arena: U.S. actions are now damaging Huawei
• 로봇신문: 징둥물류, "5년 내 10만 대 물류 로봇 설치 운영"
• Nikkei Asian Review: Suga approval slips 11 points after first month: Nikkei poll
• Nikkei Asian Review: Sony and others race for control of self-drive sensor tech
• Nikkei Asian Review: SoftBank announces dividend after asset sales
• Nikkei Asian Review: Japan and UK sign post-Brexit free trade agreement
• Nikkei Asian Review: UK hopes Japan trade deal pays digital dividends and paves TPP path
• Nikkei Asian Review: Mitsubishi Chemical names Belgian as first foreign CEO
• Business Standard: Private sector yet to charge up on electric vehicle infrastructure
• Business Standard: India wants end to border row with China but will not cede land: Rajnath
• Hindustan Times: Second wave of Covid-19 could hamper nascent recovery: RBI
• Hindustan Times: MPC differs over growth trajectory
• Jakarta Post: Jokowi urges regional leaders to control inflation, boost spending to revive consumption
• Jakarta Post: New tech jolts Indonesia’s battery dreams
[Opinions]
• Project Syndicate(Raj Persaud): The Psychology of Trump’s Debate Rudeness
• Project Syndicate(Mark Leonard): The Middle Eastern Past Is Never Dead
• FT(Editorial Board): How to prevent the next pandemic
• FT(Rana Foroohar): Big Tech collaborates to conquer
• FT(Martin Sandbu): UK needs more fiscal planning in a pandemic, not less
• FT(Robert Armstrong): The fallacy of ESG investing
• FT(Michael Mackenzie): Global bond markets have turned topsy-turvy
• FT(Camilla Cavendish): Boris Johnson is mishandling the northern lockdowns
• FT(Timothy Garton Ash): The world must prepare for a contested US election
• FT(Tom Braithwaite): Can corporate Europe catch the US?
• FT(Ray Dalio): Don’t be blind to China’s rise in a changing world
• FT(Moira O'Neill): Ethical investment remains a work in progress
• FT(Lex): Huawei: stale mate
• WSJ(Kimberley A. Strassel): The Biden ‘Family Legacy’
• WSJ(Andy Kessler): A Biden Economy Means ‘Litter Jobs’
• WSJ(Red Jahncke): Trump’s Blue Line Could Breach Biden’s Blue Wall
• WSJ(Tunku Varadarajan): Epidemiologists Stray From the Covid Herd
• WSJ(Lawrence B. Lindsey): The Trump Boom Is Real
• WSJ(Chris Jacobs): Democrats Want Medicaid for the Wealthy
• NYT(New York Times Opinion): Biden and Trump’s Final Debate: Who Won?
• NYT(Paul Krugman): When Libertarianism Goes Bad
• NYT(Steven Rattner): Trump’s Economy Was Never So Great
• NYT(Rachel L. Harris, Lisa Tarchak): Who Won the Presidential Debate?
• WP(Editorial Board): What a second Trump term would mean
• WP(Jennifer Rubin): Trump’s three fatal flaws
• WP(E.J. Dionne Jr.): Trump lost the debate by widening the empathy gap
• WP(George F. Will): Socialism is no longer just a specter
• WP(David Von Drehle): The Trump market is a rather limp balloon. Just look at history.
• WP(Paul Waldman): Biden is the one with the popular climate policy. Why are we acting otherwise?
• WP(Marc A. Thiessen): Trump cleaned Biden’s clock on race
• WP(Michael McFaul): The Joe Biden most Americans don’t get to see
• Bloomberg(Editorial Board): Despite Donald Trump, U.S. Election-Security Effort Is Robust
• Bloomberg(Ferdinando Giugliano): Is Europe Headed for a Fiscal Union?
• Bloomberg(Jared Dillian): Biden's Capital Gains Tax Plan Fixes Nothing
• Bloomberg(Jonathan Bernstein): What the Debate Told Us About the Next President
• Bloomberg(Jonathan Bernstein): I Voted 26 Times This Week. That’s Too Much.
• Bloomberg(Ramesh Ponnuru): Trump Shows Discipline, But Lacks a Game-Changer
• Bloomberg(Michael R. Strain): A $15 Minimum Wage Would Wreck U.S. Economic Recovery
• Bloomberg(Max Nisen): Remdesivir’s Approval for Covid Doesn't Erase Doubts
• Bloomberg(Martin Ivens): The Glue of the United Kingdom Is Slowly Dissolving
• Bloomberg(Pankaj Mishra): Trump Is One of the World’s Lamer Demagogues
• CNN(Peter Bergen et al): Who won the debate? Commentary from CNN contributors
• CNN(Julian Zelizer): Opinion: The real key to winning this election
• CNN(Pete Seat): The historical firsts in the 2020 election
• MarketWatch(Pierre Briançon): U.K. hails 'real progress' on EU trade talks brought back from the brink this week
• Fox News(Mike Huckabee): Trump will move America forward, Biden would return US to disastrous Obama era
• Fox News(Michael Goodwin): At Trump-Biden debate we saw president we should have seen weeks ago
• Fox News(Justin Haskins): Joe Biden's debate pledge to destroy US oil industry is just the beginning
• Fox News(Marsha Blackburn): Debate contrasted Trump successes with Biden failures
• Fox News(Ronna McDaniel): Trump’s record of accomplishments shows he deserves reelection
• Fox News(Deroy Murdock): Trump’s 4 Nobel Peace Prize nominations show he’s a peacemaker — not warmonger as critics claim
• 서경(윤홍우): 탈원전을 되돌아 볼 때다
• 세계(조하현): 브레이크 걸린 탈원전 기조
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