[Markets]
※ European stocks close at a five-month low
※ Germany and France to announce restrictions
※ US dollar rallies again; gold, silver slip
• 한국: 코스피 사흘 만에 반등…2,340대
• 한국: 5G 장비株, 실적개선 기대로 반등
[Indicators]
• US Sep. Goods trade balance: U.S. Goods-Trade Gap Unexpectedly Narrows on Drop in Imports
• US Weekly Mortgage rates·applications: Homebuyer peak? Mortgage applications eke out a weekly gain
• UK Q3. Construction equipment sales: Sales of UK construction equipment down 17%
• 한국 8월 인구동향: 빨라진 한국인 멸종시계… 자연감소 2만2000명
• 한국 9월 금융기관 가중평균 금리: 주택·신용대출 금리…5개월 만에 올랐다
• 한국 10월 BSI·ESI: 기업심리지수 반등…2009년 4월 이래 최대 상승
• Brazil Benchmark rates: Brazil Holds Key Rate And Signals No Increase on Horizon
• Russia Aug. Crude oil exports: Russia’s Crude Oil Exports Drop 8% In January-August
• South Africa Sep. CPI: South Africa Inflation Slows for Second Month
• Canada Benchmark rates: Bank of Canada Sticks to Low-Rate Guidance, Adjusts QE Program
• COVID-19: Johns Hopkins University Live Updates
[News]
• WSJ: As Biden Attacks Trump’s Handling of Coronavirus, President Says Nation ‘Rounding the Corner’
• WP: The Daily 202: Amid coronavirus, Democrats look for new ways to juice turnout among irregular voters
• Bloomberg: The Race for Shipping’s Green Fuel of the Future
• CNBC: Biden's polling lead adds to market fears the economy will need to wait until next year for stimulus
• CNBC: WHO says Covid vaccine trials are ‘encouraging’ but it’ll take time to ensure it’s safe for everyone
• MarketWatch: Donald Trump will win re-election, and a revolution is coming, billionaire investor predicts
• MarketWatch: Here are all the reasons COVID-19 cases are surging again
• Fox Business: Will a record GDP surge boost Trump's reelection odds?
• SCMP: iPhone 12: inside China’s ‘iPhone City’, it’s full steam ahead to produce Apple’s new 5G handset
• Global Times: China to fix drawbacks COVID-19 exposed in new five-year plan
• 매경(P1): 文대통령 "전세 기필코 안정시킬 것"
• 매경(P1): 꽉막힌 경부고속道 `Green Dig`로 뚫자
• 매경: "한양판 디지털밸리 만들어야"
• 매경(P1): 배달로봇, 승강기 타고 사무실 간다
• 매경: K로봇 규제 확 풀어…20조 시장 키운다
• 매경: 野 "뉴딜예산 절반 깎아 소상공인 지원해야"
• 매경: 현대일렉트릭 ESS 투자로 `그린뉴딜` 공략
• 한경(P1): 글로벌 '큰손' 80% "ESG 따져야 돈 번다"
• 한경(P1): 상속세 11조' 삼성家…영국 기업이었다면 3조6000억
• 한경: 홍남기 "지분적립형주택 2023년 첫 분양"
※ 기재부: 제9차 부동산시장 점검 관계장관회의 개최
※ 한국전력: 한전, 저탄소 친환경 중심으로 해외사업 개발방향 전환
• 한경: 삼성전자, 日 공략 TSMC '견제'
• 한경: 로봇이 서빙·요리…외식업계 푸드테크 열풍
• 서경(P1): 장기거주 1주택자 보호한다더니···결국 '뒤통수'
• 서경: 한전, 兆단위 '환경 청구서'에 허리 휜다
• 조선: “反中훈련 참가땐… 中, 한국을 敵 간주”
• 중앙(P1): 찬반 팽팽했던 재정 지출 확대…반대 많아졌다
• 동아(P1): 與 “재산세 인하 대상 확대”에 제동건 靑
• 동아: 현대기아차 美서 질주… 10월 판매 12%↑
• 문화: 스가 취임 후 첫 韓·日 국장급 협의
• 문화: 소득불평등 키우는 ‘空空일자리 정책’
• 한국(P1): "모임 자제" 당부 하루만에 숙박 ·여행 ·외식 권유한 정부
• 국민(P1): 文 ‘질좋은 공공임대’ 처방전… 현장선 “역부족”
• 국민(P1): “바이든은 힐러리와 달라… 트럼프 재선된다면 기적”
• 머니투데이(P1): "수소경제 '퍼스트 무버'로, '성장의 가치'는 후손들에게"
• 머니투데이: 정세균 "수소 퍼스트무버 길 열자 "…홍선근 "기업가 정신 절실"
• 머니투데이: "그린뉴딜, 코로나19·세계 경제위기 돌파구"
• 머니투데이: "한국이 세계 수소시장 선도해야"…지원사격 약속한 국회
• 머니투데이: "제조부터 유통까지…수소경제 '젖줄' 뚫는다"
• 머니투데이: "결국 사람, 결국 생활" 현대차 미래모빌리티가 향하는 곳은
• 머니투데이: 한화, '태양광 1위' 넘어 '그린수소' 생태계 겨냥
• 머니투데이: 벤처투자도 회복세…3Q투자액, 작년보다 6% 늘었다
• 헤럴드경제: 거침없는 원高…서·동학개미 ‘희비’교차
• 파이낸셜뉴스(P1): "4대 로봇강국 목표 예산증액 적극 지원" [막오른 2020 로보월드]
• 파이낸셜뉴스(P1): 이사도 마음대로 못가는 나라
• 아시아경제: 월성 1호 폐쇄' 수사, 윤석열 사단이 맡는다
• 디지털타임스(P1): `부자 아빠` 10명중 7명은 수도권 산다
※ KB경영연구소: 2020 한국 부자 보고서
• 이데일리: `로봇` 입는 롯데리아 직원들…배송 작업 쉬워질까
• 이데일리: “트럼프 당선되면 디지털세 판 엎을 것…삼성에 직격탄”
• 이데일리: “디지털서비스세는 ‘발등의 불’…20~30개국 강행 우려”
• 이데일리: "反中포위망은 NO!"…쿼드 참여 난색 표하는 韓
• 이데일리: 기아차 노사, 9차례 만남에도 빈손..또 파업수순 가나
• 아주경제: ‘동분서주’ 최태원 SK 회장, 대한상의 회장 수락할까
• 뉴스웨이: [공시]GS건설, 두산인프라코어 인수 예비입찰자 선정
• 엠스플뉴스: “KBO 정지택 총재 사퇴하라!” 청와대 국민 청원 올라왔다
• reNews: Vestas nets 50MW Vietnamese order
• FuelCellsWorks: Soil-Powered Fuel Cell Promises Cheap, Sustainable Water Purification
• 에너지경제: 시한 10개월 넘긴 9차 전기본 수립, 이젠 코로나가 변수되나
• 에너지경제: 중국서 퇴출되는 내연기관차...현대차 등 완성차업체 전략변화는
• 에너지경제: 여시재, ‘수소경제 시대, 대한민국의 미래는’ 세미나 29일 개최
• 에너지경제: 한-러, 수소경제 협력사업 물꼬 튼다
• Equipment World: Terex sales fall 25% in Q3
• For Construction Pros: 2020 Election Day Impacts for the Construction Industry
• For Construction Pros: Engineering and Construction Costs Fall as COVID-19 Continues to Impact Nonresidential Demand
• 대한경제: ‘예산 정국’ 개막…내년도 SOC 예산의 향배는
• 대한경제: [한계기업 대출 조이는 은행들] 가계대출도 더 조인다
• 대한경제: 21대 국회서도 ‘재탕’ 건설 관련 법안 수두룩
• OilPrice.com: Why Libya’s Surge In Oil Exports Won’t Last
• OilPrice.com: The Green Hydrogen Problem That No One Is Talking About
• ZDNet Korea: "내년 D램 시장의 성장 변수, 5G 폰과 DDR5"
• ZDNet Korea: LG이노텍, LED 사업 종료…정철동 사장, 사업개편 지속
• Phone Arena: 5G iPhone 12 series might have hidden feature that allows Apple to match Huawei and Samsung
• Phone Arena: Apple has more than one billion active iPhone units
• Phone Arena: Huawei and Samsung continued their battle for leadership of the smartphone market during Q3
• Robotics & Automation News: Global Industrial Impact of Covid-19
• Robotics & Automation News: 4 Ways Drones Will Change The World Forever
• Robotics Business Review: ARM Institute Announces Eight New Robotics Technology Projects
• Nikkei Asian Review: Asia's pension systems forced to cut back under COVID pressures
• Nikkei Asian Review: WeWork introduces all-access plan in Japan
• Nikkei Asian Review: Analysis: Cracking China's Da Vinci Code 2035
• Business Standard: Real or nominal? Making sense of FM's 'near zero' GDP growth comment
• Folha de S.Paulo: Brazil Records 530 Covid-19 Deaths and Approaches 158 Thousand Deaths - 28/10/2020 - Science and Health - Folha
• Folha de S.Paulo: Brazil May Be Prevented from Refinancing Debt If It Does Not Reform, Says Government - 28/10/2020 - Business - Folha
• Moscow Times: Russian Regions Face Looming Debt Crisis
• Jakarta Post: Indonesia's economy showing signs of improvement
• Jakarta Post: Economists question efficacy of tax incentives in omnibus law
• Jakarta Post: Bank Indonesia ‘leaves room’ for further rate cuts this year
• Viet Nam News: Smart energy to grow with smart urban development
• Myanmar Times: Myanmar aims for 14% power generation from renewable sources
• Myanmar Times: Construction costs rise in Myanmar
[Opinions]
• Project Syndicate(Nina L. Khrushcheva): Has Putin Lost His Mojo?
• Project Syndicate(Jack Goldsmith): Does the US Still Interfere in Foreign Elections?
• Project Syndicate(Yuen Yuen Ang): The False Dichotomy of Autocracy and Democracy
• Project Syndicate(Keryn James, Peter Bakker): Rethinking Resilience in Business
• FT(Editorial Board): The march of Ant is a Chinese success story
• FT(Editorial Board): Lessons from Latin America’s fallen angel
• FT(David Gardner): Putin tests Erdogan’s over-reach
• FT(Jemima Kelly): We need to be more honest in our reporting on Biden
• FT(James Kynge): China races ahead in electric vehicles
• FT(Andrew Edgecliffe-Johnson): Corporate America is breaking with Donald Trump
• FT(Dambisa Moyo): Spend, spend, spend raises global debt to precarious levels
• WSJ(Holman W. Jenkins, Jr.): 50 First Dates With Covid and Biden
• NYT(Farhad Manjoo): There Is Only One Existential Threat. Let’s Talk About It.
• NYT(Eve Fairbanks): Some Trump Supporters Might Be Relieved If He Loses
• WP(Editorial Board): Election Day will feel different this year. Having the right expectations means rejecting Trump’s lies.
• WP(Dana Milbank): ‘Moderate’ Joe Biden has become the most progressive nominee in history
• WP(Dana Milbank): Republicans’ only way to win is to stop people from voting
• WP(Greg Sargent): Why is Trump trailing? New polling shows it’s his slide among Whites.
• WP(Greg Sargent): Explosive early voting is already transforming our politics
• WP(Daniel W. Drezner): How ‘America First’ has failed Trump’s base
• WP(Matt Bai): Matt Bai: What is Trump’s case for reelection?
• Bloomberg(Editorial Board): The U.S. Should Support Covax Vaccine Effort to Fight Covid-19
• Bloomberg(Bill Dudley): The Fed Is Really Running Out of Firepower
• Bloomberg(Justin Fox): That Third-Quarter GDP Increase Won't Be As Big As It Sounds
• Bloomberg(Brian Chappatta): Market Pain May Just Be Starting With Corporate Bonds Following Stocks
• Bloomberg(Brooke Sutherland): GE Turnaround Under CEO Larry Culp Is Gaining Momentum
• Bloomberg(Jonathan Bernstein): Donald Trump Can Still Win. But His Position Is Dire.
• Bloomberg(Andreas Kluth): Biden or Trump, Germany Is Ready to Offer the U.S. a New Deal
• Bloomberg(Alex Webb): The U.S. and Europe Still Don’t See Eye to Eye on Big Tech
• CNBC(Ron Insana): Likelihood growing for an L-shaped economy with no growth
• CNN(Manisha Sinha): The 2020 election surpasses all before it, except one
• CNN(Mikhail Fishman): US election 2020: What a Trump win will mean for Putin
• CNN(LaMonique Hamilton): Opinion: What's really motivating Democrats in North Carolina
• MarketWatch(Therese Poletti): AMD smells Intel's blood in the water, and strikes with Xilinx deal
• Fox News(Rev. Samuel Rodriguez): Biden vs. Trump -- Why Latinos in Florida are turning to Trump
• 매경(사설): 지금 글로벌 화두는 `탈원전` 아니라 `탈석탄`이다
• 매경(김상협): 탄소중립 시대의 절대가치 `청정`
• 한겨레(사설): 문 대통령 “2050년 탄소중립”, 구체적 실행계획 뒤따라야
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