Business Intelligence Monitor 201105

(Introduction)

[Markets]

•   Global: Investors pile into tech stocks and Treasuries as ‘blue wave’ trade unravels

※   Macro 백업표

※   Industry 백업표

•   US: Oil and gas groups buoyed by fading fears of US ‘blue wave’

•   한국: 코스피 상승 마감…트럼프 우세에 IT·바이오 강세

•   한국: 두산그룹주 하락 많아, 두산밥캣 두산중공업 내리고 두산솔루스 올라

•   한국: 변동성 커진 외환시장…원화값 하루새 20원 급등락

•   한국: 국채금리 널뛰기…전날까지 상승세 타다 오후들어 트럼프 우세 소식에 급락세로

•   Denmark: Vestas shares plummet on order intake and U.S. uncertainty

•   Metals: Industrial metals fall on stronger U.S. dollar

•   Grains: Soybeans lift on South American weather concerns

[Indicators]

•   US Sep. Balance of trade: U.S. Trade Deficit Narrowed in September as Exports Rose

•   US Oct. ADP employment: U.S. Companies Add Fewer Jobs Than Forecast, ADP Report Shows

•   US Oct. Service PMI(ISM): U.S. Service Industries Expand at Slowest Pace in Five Months

•   US Weekly Mortgage rates·applications: Jumbo and FHA mortgage rates set record lows, juicing refinance demand

•   Eurozone Oct. PMI(final): Downturn deepens in Europe’s lockdown-hit services sector

•   China Oct. Sevice PMI(Caixin): China's service sector recovery strengthens in October, hiring picks up: Caixin PMI

•   India Oct. Service PMI: Oct services activity at 54.1, grows for first time in 8 months: PMI

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: How Coronavirus Changed Election 2020 Voting and Polling Stations

•   WSJ: Trump’s Florida Election Win Hinged on Big Gains in Miami-Dade

•   WSJ: Suspended Ant IPO Shows Growing Regulatory Focus on Fintech Giant

•   WSJ: Face Masks Are Again in Short Supply as Covid-19 Cases Surge

•   WSJ: TikTok Shutdown Argued Before Federal Judge

•   NYT: As America Awaits a Winner, Trump Falsely Claims He Prevailed

•   NYT: At the End of a Chaotic Campaign, an Election Day That Defied the Worst Fears

•   NYT: Biden Says Trump Is ‘Not Who We Are.’ Do Voters Agree?

•   NYT: As Counting Begins, a Flood of Mail Ballots Complicates Vote Tallies

•   NYT: The Remaining Vote in Pennsylvania Appears to Be Overwhelmingly for Biden

•   NYT: E Pluribus Unnerved

•   NYT: Republicans Tighten Hold on Senate, but Control Could Be Decided in Runoffs

•   NYT: What’s Left in the States That Will Decide the Race

•   NYT: When We Might Know Election Results

•   NYT: Supreme Court and the Election: What We Know

•   NYT: Democrats’ ‘Blue Wave’ Crashed in Statehouses Across the Country

•   NYT: Trump’s campaign manager wants a recount in Wisconsin. Here’s how it would work.

•   NYT: As of Now, the U.S. Is Officially Out of the Paris Climate Agreement

•   WP: Here’s what we know about key states that are still counting ballots

•   WP: House Democrats’ losses crystallize a disappointing down-ballot election so far for the party

•   WP: North Dakota Republican David Andahl, who died of covid-19, wins election

•   WP: Trump’s first term has been defined by stability — if only in polling

•   WP: The Cybersecurity 202: U.S. officials see no evidence of hacking of American voting systems

•   WP: Trump campaign mounts legal barrage in three states as narrow margins raise stakes for battles over which ballots will count

•   WP: Trump’s crumbling Rust Belt position is almost entirely a function of how the votes are being counted

•   WP: Voter turnout in 2020 election: U.S. on pace for record turnout - Washington Post

•   WP: USPS disregards judge’s order to conduct ballot sweep in 12 districts covering 15 states

•   WP: Paths to victory: How Trump or Biden could win

•   WP: The president hides behind the power and grace of the American flag

•   FT: Tight US election reveals Trump’s resilience and flaws in Biden campaign

•   FT: Election results dash business hopes for large-scale stimulus

•   FT: US approves drone sale to help Taiwan detect China invasion

•   FT: Son of Brazil’s president Jair Bolsonaro charged with corruption

•   FT: The rise and fall of the Trump economy in charts

•   FT: US election special edition: bitter fruit 

•   FT: MPs vote to pass four-week lockdown in England 

•   FT: Gulf remains ahead of resumed Brexit talks

•   FT: Investors hold their poise in face of knife-edge US election result

•   FT: AstraZeneca misses target for delivery of UK Covid vaccine

•   FT: Rishi Sunak faces political hazards as Labour ramps up criticism

•   FT: Saudi Arabia pledges more rights for foreign workers

•   FT: Denmark to cull up to 17m mink blamed for coronavirus mutation

•   FT: Philadelphia votes limp across the line with White House in balance

•   FT: Chinese companies waiting twice as long for payments as in 2015

•   Bloomberg: JPMorgan’s Trading Chief Seeing a ‘Normal Busy Day,’ Not Chaos

•   Bloomberg: BlackRock’s Rick Rieder Bets on Emerging Markets After U.S. Election

•   Bloomberg: Doomsday Market Predictions Give Way to Never-Ending Rally

•   Bloomberg: Derailing of Jack Ma’s Ant IPO Shows Xi Jinping’s in Charge

•   Bloomberg: Xi Seeks to Ease Concerns That China’s Economy Is Turning Inward

•   Bloomberg: Thai Protesters Spurn Reconciliation Panel Plan to Ease Tensions

•   Bloomberg: China Plans Deeper Ant Crackdown With Bank Funding Curbs

•   Bloomberg: Two Bad Election Scenarios Come Back to Haunt Global Markets

•   Bloomberg: Indonesia Set for First Recession Since Asian Financial Crisis

•   Bloomberg: India Is Spending Less on Growth Drivers With Deficit Blowout Risk Looming

•   Bloomberg: Gridlocked Washington Would Force Fed to Do More for Economy

•   Bloomberg: BOE Set for $130 Billion QE Boost as U.K. Enters New Lockdown

•   Bloomberg: U.S. Flails in Election Toss-Up While China Flexes Economic Grip

•   Bloomberg: EU, U.K. Warn of Big Disagreements After Intensive Brexit Talks

•   Bloomberg: ECB Plans More Stimulus as Infections Surge, Schnabel Says

•   Bloomberg: Brazil Congress Overturns Bolsonaro Tax Veto in Jab at Austerity

•   Bloomberg: Economist Jim Paulsen Forecasts a ‘Growth Bomb’

•   Bloomberg: British Banks Denied Pandemic Loans to Over 150,000 Companies

•   Reuters: U.S. coronavirus hospitalizations hit three-month high over 50,000: Reuters tally

•   Reuters: Trump gains with Latinos, loses some white voters - exit polls

•   Reuters: Global investor group urges United States to rejoin Paris climate accord

•   Reuters: Italy locks down financial capital Milan and much of industrial north

•   Reuters: Chile's mining investment to lag while constitution rewritten, official says

•   Reuters: Analysis: Whoever triumphs, investors see China, green and easy money bets as election winners

•   Reuters: Analysis: Trump or Biden, new U.S. president faces troubled economy

•   Reuters: Analysis: Wall Street worries tight U.S. election clouds pandemic fight, stimulus

•   Reuters: Analysis: Wall Street cheers U.S. election removing major tax-hike threat

•   CNN: Jamie Dimon: Respect the democratic process -- and the election outcome

•   CNN: China's yuan has its worst fall in years before recovering on US election swings

•   CNN: Why Big Tech may be hoping for a Joe Biden presidency

•   CNBC: Fed wants low profile but may repeat that the economy needs stimulus

•   CNBC: Investors must be careful to avoid being ‘whiplashed’ in close election race, economist warns

•   CNBC: China's Xi says country will speed up trade talks with EU, Japan-ROK

•   CNBC: Former ambassador says U.S.-China tensions won’t go away no matter who wins

•   MarketWatch: Warren Buffett's favorite indicator, margin levels and technicals agree: This stock market could be in trouble

•   MarketWatch: What a Biden or Trump win would mean for a second round of stimulus checks

•   MarketWatch: The next bear market will be the worst in at least 78 years, warns co-founder of Soros’s legendary Quantum Fund\

•   Fox News: Recount rules in crucial battleground states explained

•   Fox Business: McConnell promises COVID-19 stimulus as he maintains seat

•   Fox Business: Bloomberg poured $100M into Florida, Ohio and Texas and Dems still lost

•   SCMP: China’s GDP to grow by at least 5.5 per cent annually in next five years, former Chongqing mayor Huang Qifan says

•   SCMP: China-Australia relations: ‘speechless’ exporters fear Beijing may impose crippling anti-dumping duty on Australian wine

•   SCMP: US-China relations: rivalry in early stage and will only get ‘fiercer’, Harvard professor Graham Allison says

•   SCMP: Coronavirus impact on global trade prompts ship firms to cut back on new vessels

•   매경(P1): [단독] 추경예산 한푼도 안쓴 사업 115개

•   매경: 3차추경 포함된 태양광 R&D사업, 집행 0%에도 100억 또 편성

•   매경: 엉터리 디지털 뉴딜…軍부대방문교육은 포함, 스마트축산단지는 제외

•   매경: 美대선 다음해엔 대미수출 4.2% 줄어…기업들 초긴장

•   매경: 방위비 협상·전작권…美대선에 멈췄던 안보시계 다시 돈다

•   매경: 트럼프 `비즈니스 외교` 韓기업인과 친분…바이든은 연세대서 감동 연설

•   매경: 뒤끝 홍남기 "그래도 3억이 적절"…與 "왜 불협화음 내나" 부글부글

•   매경: "금리 낮아도 안전자산 사자" 달러예금 돌풍

•   매경: 앱으로 음식 주문하니…로봇 배달원이 달려와

•   매경: 맥못추던 ESG펀드, 환경 무기로 순자산 1조 돌파

•   매경: 회사채 발행기업도 `빚더미`…5년새 기업부채비율 35%P↑

•   한경(P1): 정부 "징벌적 상속세 개선하겠다"…분할 납부기간 연장 등 검토

•   한경: 홍남기 사퇴 논란에…前 경제수장들 "누가 돼도 같은 일 반복"

•   한경: "상가·오피스텔도 가격 공시체계 갖춰야"…세금 부담 커지나

•   한경: "기업규제 3법 일방처리 안돼"…손경식·김기문 긴급회동

•   한경: 두산 오너일가, 퓨얼셀 유상증자 불참…유통주식 급증할 듯

•   한경: 트럼프가 되면 열어 보세요'…한화투자증권 보고서 화제

•   한경: 코로나 신규확진, 또 100명 넘어

•   한경: 中 반도체 장비업체 기술력 어디까지 왔나

•   한경: 업황 회복에 반도체 好실적…삼성전자 '6만전자'에서 벗어날까

•   한경: 제로금리·불확실성…초단기채권 펀드에 '뭉칫돈'

•   서경(P1): 이건희 조문' 정재계 인사 코로나 검사

•   서경: "26일 이건희 회장 빈소 다녀간 1,000여명 진단검사 받아야"

•   조선: 주식 양도세·공매도 이어 ‘3억 대주주’도 엎었다, 700만 개미의 힘

•   조선: 産銀 금고가 차면 근심 커진다는데…

•   인베스트조선: 이젠 실적에 독(毒)...중동 떠나는 건설사들

•   동아: “증여-양도세 부담 커… 다주택 처분 퇴로 열어주길”

•   동아: “건설산업 낮은 생산성, AI 등 적극 활용 디지털 전환 서둘러야”

•   문화: “20兆 넘게 투입될 한국판 뉴딜… 대상 선별·성과 엄격 관리해야”

•   문화: 초강력 부동산 규제로 재개발 등 위축… 내년 주거 건설 수주액 14조 감소할 듯

•   문화: 기아차 노조 “파업”… 살아나려는 車산업에 ‘찬물’

•   세계(P1): 더 버티기 힘들어… 4050 자영업자 급감

•   세계: “화력발전 지역자원시설세 올려라”

•   머니투데이(P1): 중기과세 우려에 기재부 "유보소득과세는 꼼수차단용"

•   머니투데이(P1): 與 '경제3법' 손댄다…김병욱 "감사위원, 이사회서 빼자"

•   머니투데이: 한전, 2000억원 규모 ESG채권 발행성공…2년 연속

•   헤럴드경제(P1): “90%·6억원 ‘갈라치기’ 증세 논의 당장 유예를”

•   파이낸셜뉴스(P1): "제조업 강국 韓, AI 융합 경제효과 크다" [AI World 2020]

•   파이낸셜뉴스(P1): SK하이닉스 3분기 영업익 1兆 "낸드 매출 2025년 15兆 넘을것"

•   파이낸셜뉴스: ‘美대선 영향’ 채권금리 상승… 자금조달 부담 커진 기업들 고민

•   디지털타임스(P1): 국산 코로나19 치료제·백신 21건 임상 돌입

•   디지털타임스(P1): 현대차, 中 수소전기 상용차 시장 진출

•   이데일리(P1): [최고금리 인하 초읽기]ⓘ年24→20% 가닥‥여야 한목소리

•   이데일리: 트럼프 재선 유력에 국내 산업 '긍정<부정'…차·철강 고전

•   이데일리: 은성수 금융위원장 "대주주 10억 유지, 금융시장에 도움"

•   이데일리: 속도 내는 LG·삼성·SK 차세대 배터리 개발

•   이데일리: [단독]국토부 "지분적립형, 5년거주·10년전매제한" 추진

•   연합: "불행한 가정사 때문에"…두산家 4세 박중원 선처 호소

•   뉴스1: 감사원장 "월성 원전 1호기, 국회 요청대로 감사 진행"

•   비즈니스포스트: 두산인프라코어 중국에서 약진, 세계 1위 캐터필러 잡기 8부능선 올라

•   글로벌이코노믹: “완전한 원전기술 갖고 '탈원전' 선언 국가는 한국뿐”

•   에너지데일리: “대표적 석탄화력 국가 폴란드도 석탄화력 줄인다”

•   KHL: World’s first electric dozer arrives in UK

•   Equipment Journal: Cat’s new 600-tonne mining shovel moves 61 tonnes per pass

•   Equipment World: Construction Equipment Trade Shows Will Look Different in 2021

•   대한경제: 이번엔 ‘해안침식’ 발목…삼척화력 사업 중단 우려

•   대한경제: 설자리 좁아지는 ‘토목’… ‘인사 태풍’ 덮치나

•   OilPrice.com: China’s Oil Imports Are Falling From Record Highs

•   OilPrice.com: Rise In COVID Cases May Force OPEC To Do The Unthinkable

•   OilPrice.com: Texas Oil Industry May Have Left The Worst Of The Downturn Behind

•   ZDNet Korea: 트럼프·바이든 누가 되든..韓 반도체 경쟁력엔 영향 없어

•   디지털데일리: 삼성·SK, 낸드도 ‘초격차’…내년 7세대 V낸드 vs 인텔 144단 확보

•   Phone Arena: Huge Samsung Galaxy S21 5G leak reveals announcement & release date, colors

•   Nikkei Asian Review: Russia plans to export hydrogen to Asia in green shift

•   Nikkei Asian Review: Lenovo to pursue service-led transformation globally, CEO says - Nikkei Asia

•   Mainichi: BOJ chief airs concern about resurgence of COVID-19 in Europe, US

※   BOJ: Minutes of the Monetary Policy Meeting on September 16 and 17, 2020

•   Japan Times: As Japan moves to revive its countryside, pandemic drives many out of cities

•   Folha de S.Paulo: Brazil Records 276 Covid-19 Deaths; Moving Average of Deaths Drops

•   Jakarta Post: Indonesia to propose trade deal, relax US fruit imports as GSP extended

•   Jakarta Post: PLN aims to swap out 200 old diesel power plants with solar by 2022

•   Viet Nam News: New report finds GDP growth revised up 25.4 per cent in 2010-2017

•   Viet Nam News: Second stimulus package to focus on most affected sectors

[Opinions]

•   Project Syndicate(Shang-Jin Wei): Ant Group’s Long March

•   FT(Editorial Board): A historic US vote provides few certainties

•   FT(Editorial Board): Ant’s failed IPO points to wider clash on fintech

•   FT(Janan Ganesh): Liberals should worry about the lack of a landslide

•   FT(Gillian Tett): Whoever wins the White House, there’s a new climate for investors

•   FT(Edward Luce): A bitter US election that resolves little

•   FT(John Paul Rathbone): Trump insulted but then boosted the Latino vote

•   FT(Mohamed El-Erian): A divided electorate spells trouble for the US economy

•   FT(Lex): Vestas: goin’ with the wind

•   FT(Lex): Biden vs Trump: yuan direction

•   FT(Lex): US assets/election: blue wave goodbye

•   WSJ(Jason L. Riley): What’s So Great About High Voter Turnout?

•   WSJ(Joe Lieberman): A Disputed Election: My Lesson From 2000

•   WSJ(Bob Greene): The Morning After on Division Street

•   NYT(Editorial Board): Feel Inspired, America

•   NYT(Thomas L. Friedman): There Was a Loser Last Night. It Was America.

•   NYT(Nicholas Kristof): Donald Trump Undermines Confidence in the Election

•   NYT(Ross Douthat): 2020 Will Not Be Decisive

•   NYT(Farhad Manjoo): 2020 Should Be the Last Time We Vote Like This

•   NYT(Yuval Levin): Either Trump or Biden Will Win. But Our Deepest Problems Will Remain.

•   WP(Editorial Board): What’s more important than a timely election result: Counting all the votes

•   WP(Max Boot): Trump may lose, but Trumpism hasn’t been repudiated

•   WP(Henry Olsen): The polling industry can’t sweep its failure under the rug

•   WP(Dana Milbank): The voters have spoken. Now we’re going to hear from the lawyers.

•   WP(E.J. Dionne Jr.): The only priority now is to stop a selfish president from demolishing our democracy

•   WP(George F. Will): America is battered, but a somewhat happy ending is in sight

•   WP(Paul Waldman): The last four years were a test. America failed.

•   WP(Paul Waldman): Mitch McConnell’s Senate might be where the Biden presidency goes to die

•   WP(Karen Tumulty): This election will be remembered as a testament to voters' resilience

•   WP(Greg Sargent): As Biden edges ahead, Trump’s effort to throw out your vote gets more vile

•   WP(Colbert I. King): Whether he goes or stays, Trump has done damage that can’t be forgiven

•   WP(Alexandra Petri): Our national nightmare is at last over or possibly just beginning

•   WP(Edward B. Foley): Trump wants the courts to stop the counting. He’s going to be disappointed.

•   WP(Michele L. Norris): Will this election permanently change how we vote? Let’s hope so.

•   WP(Francisco Toro): Winning Florida was the cynical goal of Trump’s Latin America policies

•   WP(Daniel W. Drezner): What America has gained over the past four years

•   WP(Joshua A. Geltzer): Trump has no legal grounds to contest the election yet

•   Bloomberg(Brian Chappatta): Bond Traders Crave Clarity. It's Not Here Yet.

•   Bloomberg(John Authers): Markets Can Kiss the Blue Wave Goodbye

•   Bloomberg(Marcus Ashworth, Mark Gilbert): The Bank of England Has a Transmission Problem

•   Bloomberg(Jonathan Bernstein): Win or Lose, Trump Shows His Unfitness

•   Bloomberg(Noah Feldman): Trump’s Supreme Court Threat Will Backfire in a Legal Battle

•   Bloomberg(Ramesh Ponnuru): Joe Biden and Mitch McConnell: Is Bipartisanship Possible?

•   Bloomberg(Francis Wilkinson): Biden May Be Winning, But America’s Future Isn’t

•   Bloomberg(Tim Culpan): Here’s How Ant Can Rise Again After That IPO Shock

•   CNN(John Avlon): Opinion: 'Election Week' is here. Count. Every. Vote.

•   CNN(Elie Honig): Can Trump decide when to stop counting votes?

•   CNN(Van Jones, Lawrence Lessig): Why Pennsylvania should take its time counting votes

•   MarketWatch(Paul Brandus): Democrats and Republicans can begin the election finger-pointing --- here's a start

•   Fox News(Matt Gorman): Whether it's Trump or Biden, Democrats face a reckoning unlike any they've had in a generation

•   Fox News(Doug Schoen): Trump and Biden's tight race proof we need to do this right after the results are in

•   Fox News(Dan Gainor): Left-wing journalists upset by strong early showing by Trump as ballot counting continues