Business Intelligence Monitor 201106

(Introduction)

[Markets]

•   Global: Shares jump as Biden edges toward victory, dollar slips

※   Macro 백업표

※   Industry 백업표

•   한국: 바이든 승기에 코스피 2.4% 급등…외국인 1조 넘게 순매수

•   한국: 바이든 승기 잡자…친환경주 `웃고` 대북경협주 `울고`

•   한국: 두산그룹주 대부분 상승, 두산중공업 두산퓨얼셀 두산솔루스 올라

•   한국: 바이든 유력'에 원·달러 환율 9.5원 급락

•   Russia: Russian Markets Rally as Counting Continues in U.S. Presidential Election

•   Metals: Copper climbs as dollar sinks, share markets rally

•   Grains: Soybeans reach four-year high on global supply concerns

[Indicators]

•   US Q3 Productivity: U.S. Productivity Gains Slow Despite Record Economic Growth

•   US Weekly Jobless claims: U.S. Unemployment Claims Held Nearly Steady Last Week

•   US Benchmark rates: Fed Says Virus Poses Considerable Risks, Maintains Low-Rate Pledges

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Parsing the Fed: How the November Statement Changed From September

•   Germany Sep. Factory orders: German Factory Orders Rose for Fifth Month in September

•   UK Oct. Construction PMI: UK construction PMI falls to five-month low despite strong house-building

•   UK Benchmark rates: Bank of England launches £150bn stimulus to boost consumer spending

※   BoE: Bank Rate held at 0.1% and asset purchases increased by £150bn - November 2020

※   BoE: Monetary Policy Report - November 2020

•   한국 9월 경상수지: 9월 경상수지 흑자 2년 만에 100억弗 넘어

•   한국 주간 아파트 가격(감정원): "차라리 집을 사자"…김포 아파트, 두 달 새 1억 올랐다

•   Indonesia Aug. Employment: Unemployment surges to decade high as COVID-19 causes millions to lose jobs

•   Indonesia Q3 GDP: Indonesia Slips to First Recession in 22 Years Amid Outbreak

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: 2020 Election Lesson: Trump’s Coalition Proved Durable

•   WSJ: New U.S. Daily Coronavirus Cases Top 100,000 for the First Time

•   WSJ: Western Economies Embrace State Intervention, Emulating Asia

•   WSJ: Russia Tightens Tax Loophole as Kremlin Seeks to Plug Budget Gap

•   WSJ: GM Rebounds From Coronavirus-Related Losses

•   WSJ: Alibaba Reviews Regulatory Changes After Halt of Ant IPO

•   NYT: Win or Lose, Trump Will Remain a Powerful and Disruptive Force

•   NYT: Biden Appears to Hold Edge in the Key Votes Left to Be Counted

•   NYT: Why Hasn't Arizona Been Called in the 2020 Election

•   NYT: The Polls Underestimated Trump — Again. Nobody Agrees on Why.

•   NYT: As ‘Blue Wave’ Chances Crash, Wall St. Warms to Divided Government

•   WP: Black voters could be difference for Biden in key states

•   WP: Judges in two states reject Trump campaign lawsuits as the president continues to press unsubstantiated claims of fraud

•   WP: Election recount rules for ballots in Wisconsin, Georgia and Nevada

•   WP: The Daily 202: Biden patched up the Blue Wall, but he failed to rebuild Obama’s coalition

•   WP: Why are ballots being counted so slowly? Republican legislatures.

•   WP: Democrats’ ambitious agenda for 2021 runs into unexpected obstacle — McConnell’s resilience

•   WP: Even if Trump loses, the takeaway for some top Republicans is that embracing him worked

•   WP: Who won Arizona? Why the call still differs by media organization.

•   FT: Ant Group IPO faces at least 6-month delay after Beijing intervention

•   FT: AstraZeneca expects Covid vaccine trial results this year

•   FT: Tesla and French energy group to build new Australia mega battery

•   FT: Businesses call for end date as lockdown starts

•   FT: Sunak to unveil new Covid economic support for whole UK

•   FT: Sunak extends UK furlough scheme to end of March

•   FT: EU reaches deal to suspend funds to member states that breach rule of law

•   FT: Round and round we go as Brexit deal decision time fast approaches P

•   FT: US election: Biden would take on climate with bound hands 

•   FT: Iberdrola pledges €75bn to capitalise on energy transition

•   FT: Volvo to sell first fully-electric heavy-duty truck

•   FT: Big Tech just won the US election 

•   FT: Joe Biden’s socialism problem with Latinos

•   FT: US election sucks air out of the reflation trade

•   FT: Covid-19 vaccine market worth $10bn a year, analysts say

•   FT: Business of polling takes another hit from US election failures

•   FT: Coronavirus adds to woes of India’s property developers

•   FT: Climate change turns up the heat for property owners

•   FT: Dilemma in the desert: is Arizona in Biden’s column?

•   FT: Biden sought referendum on Covid-19 but voters disagreed

•   FT: MPs warn against banks undermining extension to bounceback loan scheme

•   FT: ‘The party is pushing back’: why Beijing reined in Jack Ma and Ant

•   FT: Volkswagen’s chief battles to keep electric dream alive

•   FT: Biden’s take on tech

•   Bloomberg: A Look at Donald Trump’s Economic Scorecard

•   Bloomberg: Kashkari Likely First Fed Voter to Take Paternity Days for FOMC

•   Bloomberg: More Americans Than Forecast File for State Jobless Benefits

•   Bloomberg: Suu Kyi Set to Win Again Even as Myanmar’s Economic Dream Fades

•   Bloomberg: Modi Vows to Do All It Takes to Make India Investor-Friendly

•   Bloomberg: Why China Changed the Rules on Jack Ma’s Ant Group

•   Bloomberg: Jump in Insolvencies Heralds Pandemic Hit to Canadian Households

•   Bloomberg: Emerging Markets May Win With Mix of Biden and Republican Senate

•   Bloomberg: Brexit in a Lockdown Is Worst of Both Worlds for U.K. Businesses

•   Bloomberg: European Economy Faces Deeper Scars Amid New Restrictions

※   European Commission: Autumn 2020 Economic Forecast: Rebound interrupted as resurgence of pandemic deepens uncertainty

•   Bloomberg: India Mulls Trading Programs for Greenhouse Gases, Pollutants

•   Bloomberg: Clean-Energy Investors Thrown For a Loop in Post-Vote Turnaround

•   Reuters: Exclusive: WHO-led COVID drug scheme doubles down on antibodies, steroids and shuns remdesivir

•   Reuters: Exclusive: European Development Finance group to exit fossil fuel investments by 2030

•   Reuters: Exclusive: India-made COVID-19 vaccine could be launched as early as February - government scientist

•   Reuters: Fact check: Biden vote spikes and county recount do not prove Democrats are trying to steal the election in Michigan and Wisconsin

•   Reuters: Fact check: Wisconsin did not have more votes than people registered  

•   Reuters: Analysis: No White House result? Wall Street's 'fear gauge' shows less panic

•   CNN: Why Wall Street is so pumped about the 2020 election

•   CNBC: Digital Services Act: How the EU is going after Big Tech

•   CNBC: Brexit means major changes for Irish firms

•   CNBC: China's vice foreign minister on hopes for new U.S. administration

•   CNBC: A Biden presidency could 'soothe the markets' nerves,' says DBS CEO

•   CNBC: U.S. economy needs 'really big' Covid relief package, says Paul Krugman

•   CNBC: China is more important for Southeast Asia than U.S. election: Expert

•   CNBC: Cramer: Biden presidency with GOP Senate would be great for stocks

•   CNBC: $1 billion worth of bitcoin linked to the Silk Road seized by the U.S.

•   MarketWatch: Biden vows to rejoin Paris climate accord on 'day one' if he wins

•   SCMP: US-China tensions will remain even if Joe Biden rejoins Paris climate deal, observers say

•   SCMP: China birth restrictions ‘fading out’ as mention of family planning dropped from 14th five-year plan

•   SCMP: China-Australia relations: Shanghai port authorities tell wholesale market to expect inspections on all Australian fruit and seafood imports

•   매경(P1): [단독] 부동산거래분석원 대출·세금까지 모두 들여다본다

•   매경: [단독] 강남아파트 겨냥한 전자계약 의무화…`부동산 빅브러더`가 감시

•   매경: 부동산 민심에 놀란 與 `주택·지역개발부` 신설 검토

•   매경(P1): 檢, 산업부·한수원 전격 압수수색

•   매경: 尹 다녀간지 7일만에…`탈원전 수사` 몰아치는 대전지검

•   매경(P1): 제주항공에 1900억 유동성 지원

•   매경: 채권단 "아시아나 노선 정리·경영진 교체"

•   매경: 대북정책 실무협상 먼저…비핵화 검증없인 김정은 안만날듯

•   매경: 中 겨냥한 바이든의 탄소국경세…韓 석유화학·철강 `비상`

•   매경: 박진, 바이든과 의원외교 독대…반기문, 유엔시절 자주 교류

•   매경: "바이든, 김정은에 거리두기…北 내년 ICBM 도발할 수도"

•   매경: 與 "규제3법 부작용 최소화"

•   매경: "韓상속세, 기업엔 사망선고"

•   매경: 시중銀, 일부 주택담보대출 상품 속속 중단

•   매경: [단독] 출시 한달만에 200만대…삼성도 놀란 `갤S20 FE` 돌풍

•   매경: SK이노베이션, 배터리 톱5 `가시권`

•   매경: 디지털인프라·물류…팬데믹시대 10조달러 대체투자 행선지는

•   매경: `2+2년`에도 전세난 극심한데 `3+3 법안`까지 발의한 與

•   매경: 서울 공공재개발 신청만 60여곳

•   한경: 상·하원에 '지한파' 의원 7명 당선

•   한경: 중기부 장관이 소상공인 매출 들여다본다고?

•   한경: "美 블루웨이브 무산 긍정적…내년 코스피 2700대 간다"

•   한경: 배터리 랠리 다시 시동?…숨은 알짜 '소·부·장' 찾아라

•   한경: "한전 독점 구매로 발전사들 만성적 적자"

•   한경: [마켓인사이트]SPV 막차 노린 기업들…연이어 회사채시장 ‘노크’

•   서경(P1): 혼돈의 美 대선' 후폭풍 우려···文, 외교·안보리스크 긴급점검

•   서경(P1): 진영 장관 "공시가율 현실화, 완화할듯"

•   서경: 바이든 행정부가 오면 북한은?···윤영관 "美의 '리비아 모델' 막아야"

•   서경: 금융연구원 “올 성장률 -1.2%...내년 2.9%로 반등”

•   서경: 사표소동' 홍남기, 연말 개각에서도 유임되나

•   서경: "안보·통상 연계하는 트럼프방식 유지...리쇼어링은 韓에 부담"

•   서경: 사라지는 중저가 아파트...서울 '6억이하' 8만채 또 줄었다

•   조선: “9억 집이 중저가냐” 文 반대에 稅감면 뒤집어져

•   조선: 10가구 중 1곳, 수입 3분의 1 이상을 빚 갚는데 쓴다

•   조선: 세계 교역량 늘면 한국 성장률 0.1~0.3%p 끌어올리는 효과

•   조선: 美 법인세 올리면 우리 기업도 영향… 전기차 등 친환경 업종은 반색

•   조선비즈: 미니LED로 번지는 디스플레이 경쟁… 韓·美·中 모두 진입

•   중앙: 친절한 바이든씨…통로 서있던 수행원에 다가와 말 걸어줘

•   중앙: 최재형 “감사 결과가 난센스? 비서실장 말씀 이해 어렵다”

•   중앙: 1주택 재산세 깎아준다는데…대상자는 크게 줄어

•   문화(P1): 與, 도심 재건축 용적률 상향 논의 착수

•   문화: 서울 주택공급 확대·다양화 중점… 내년 보선 겨냥

•   머니투데이(P1): 분기 매출 1조 돌파한 카카오…두 남자 선택한 김범수의 뚝심 있다

•   머니투데이: 바이든 당선 유력…삼성·LG '화웨이 수출 규제' 풀릴 수 있나

•   머니투데이: '월세>전세' 역전도 했는데…김현미 "월세화 없다" 딴소리

•   머니투데이: [단독]내년 종부세, 세법개정으로만 6740억 더 걷는다

•   더벨: 두산메카텍, '창원 1공장' 매각...밸류웍스 흡수합병

•   헤럴드경제(P1): 정부 “시장 변동성 확대땐 적시 시장안정조치”

•   헤럴드경제(P1): 서울 세대수 증가, 입주물량 두 배…전세대란의 이유

•   헤럴드경제(P1): “미국 분열·소송 긴 후유증 우려…한국기업 시나리오별 대책 필요”

•   파이낸셜뉴스(P1): 억대연봉 맞벌이'도 중산층 공공임대 들어간다

•   파이낸셜뉴스: "바이든 집권땐 경기부양 가속… 韓 성장률 0.1~0.4%P 상승" [바이든 당선 유력]

•   파이낸셜뉴스: 삼성전자 5G 장비공급 속도 붙나

•   아시아경제(P1): 민주당, 중대재해법보다 산안법 개정 추진…장철민 의원 곧 발의

•   아시아경제: [단독]2050년 탄소중립 되려면 태양광·풍력 설비 35배 늘려야

•   디지털타임스(P1): 富者와 貧者 사이… 부동산이 가른다

•   이데일리: 기아차, 파업 권리 획득 눈앞‥車업계 연쇄 파업 현실화하나

•   이데일리: [美대선 후 투자전략]"증시 큰 조정은 없다"…PB 10명 한목소리

•   이데일리: [美대선 후 투자전략]누가 되든 '인프라·중국·비트코인' 좋다

•   이데일리: [美대선 후 투자전략]"불확실성 있지만 내년 코스피 2850선"

•   이데일리: 해운·항공 운임 급등·납기 지연…수출 중기 '발동동'

•   이데일리: 해운·항공 운임 '반짝' 급등…언제까지?

•   이데일리: 김경용 “대기업도 2주 기다려야…高운임 장기화될수도”

•   이데일리: [미래기술]②4차 산업혁명 날개 단 클라우드..AI와 결합

•   이데일리: [미래기술]①디지털 전환의 인프라 '클라우드'

•   이데일리: [미래기술]③"마이데이터도 AI도 한번에"..토종 1위 자신감

•   이데일리: [미래기술]④솔루션 합치고 5G 연결하고..클라우드 합종연횡

•   연합: 주요 투자은행들, 올해 한국 성장률 -1.4%에서 -1.2%로 상향

•   연합: 최태원·박용만·손경식 등 코로나 음성 판정…재계 안도

•   연합: 신안 해상풍력단지 민관협의회 출범…조성사업 본격화

•   뉴시스: 전세시장 난리인데…정부가 안정 기대하는 이유는?

•   뉴시스: 철강업계, 대세는 '친환경'…신사업 확대 나서

•   이투데이: 글로벌 건설기계 1, 2위 실적 반토막…두산인프라코어 반등 "이유 있었네"

•   파이낸스투데이: 아파트 분양시장의 절대 강자 두산건설, 올해 분양시장도 성공적

•   reNews: Global installed wind could nudge 1000GW by 2024

•   reNews: Siemens Gamesa reports €918m net loss for FY 2020

•   Renewables Now: UK could hit 30 GW of onshore wind by decade end

•   에너지경제: 수소개질용 천연가스 공급배관 11km 구축한다

•   대한경제: 건설사 30여곳, 철도 종심제 '6건-1.1兆' 수주 大戰

•   OilPrice.com: Iraq Busted Its OPEC+ Oil Production Quota In October

•   전자신문: 올해 상반기 신재생에너지 2443MW 보급...태양광 보급 박차

•   ZDNet Korea: 삼성, 갤럭시S21 내년 1월 공개 승부수...왜?

•   디지털데일리: 美 ITC, ‘LG화학 vs SK이노 2차 소송’ 내년 11월30일 최종판결

•   디지털데일리: 반도체 시장 상승세 지속…2023년, 300mm 팹 역대급 투자

•   Phone Arena: Samsung to launch another smartphone with a humongous 7,000 mAh battery

•   Phone Arena: Apple ramps up production of older models as iPhone 12 supply woes mount: report

•   Phone Arena: LG's first rollable phone could be called LG Rollable or LG Slide

•   Robotics & Automation News: Acieta launches mobile collaborative robotic work cell

•   Cobot Trends: Universal Robots launches cobot certification program

•   Nikkei Asian Review: Suga spars with Japan's opposition in crucial hurdle - Nikkei Asia

•   Nikkei Asian Review: Tata teams with University of Tokyo on workplace robots

•   Economic Times: How India Inc cut debt burden amid lockdown

•   Jakarta Post: Explainer: What the US GSP program means for Indonesia

•   Jakarta Post: Govt tweaks stimulus budget to include funding for sovereign wealth fund, food estate program

•   Jakarta Post: Govt aims to raise Rp 2t in retail green sukuk to address climate change

[Opinions]

•   Project Syndicate(Daniel Gros): The US Must Accept China’s Rise

•   Project Syndicate(Raj Persaud): Why Trump Cries Electoral Fraud

•   Project Syndicate(Sergei Guriev): Putin’s Flatlining Economy

•   Project Syndicate(Jan-Werner Mueller): Truth and De-Trumpification

•   FT(Editorial Board): A California setback for gig economy workers

•   FT(Philip Stephens): The promise and limits of Joe Biden

•   FT(Robert Shrimsley): Magna Carta offers no way to get out of lockdown

•   FT(Edward Luce): Biden risks being a lame duck president

•   FT(Martin Sandbu): US elections: America’s mutating polarisation

•   FT(Richard Waters): Has Big Tech won 2020?

•   FT(Charlie Dent): Divided America: it’s a good election outcome

•   FT(Heidi Heitkamp): Divided America: healing the rift starts with a national Covid plan

•   FT(Lloyd Green): US voters had matters other than Covid-19 on their minds

•   FT(Bernadette Meyler): Donald Trump’s legal war against the US election results

•   FT(Jim McCafferty): Japan’s ethical capitalism has lessons for the world on ESG

•   FT(Katie Martin): Why investors have suddenly turned bullish on a divided US government

•   FT(Lex): Ant Group/Alibaba: inspect an insect

•   WSJ(David Malpass): To Cope With Covid, the World’s Poor Need Debt Relief

•   WSJ(Daniel Henninger): The Covid-19 Election

•   WSJ(Karl Rove): Biden Had No Election Coattails

•   WSJ(Joseph C. Sternberg): What Comes After Biden vs. Trump? Ask the U.K.

•   WSJ(Mike Gonzalez): Tuesday’s Big Loser: Identity Politics

•   WSJ(Masada Siegel): Has Trump Turned Arizona Blue?

•   NYT(Jamelle Bouie): We Waited in Vain for a Repudiation That Never Came

•   NYT(John Mark Hansen): Republicans Claim Voter Fraud. How Would That Work?

•   NYT(Isvett Verde): Some Latinos Voted for Trump. Get Over It.

•   NYT(Emily Dreyfuss): Trump’s Tweeting Isn’t Crazy. It’s Strategic, Typos and All.

•   NYT(Linda Greenhouse): The Supreme Court Is Now 6-3. What Does That Mean?

•   WP(Editorial Board): Election Day could have been much worse

•   WP(Editorial Board): Surprise! The election is unfolding as predicted.

•   WP(Jennifer Rubin): Joe Biden ran a historic race

•   WP(Paul Waldman): A quick guide to Trump’s legal efforts to throw out votes — and why they’ll fail

•   WP(Greg Sargent): If Biden wins Arizona, Trump is probably done. Here’s what’s happening there.

•   WP(Greg Sargent): If Trump loses, the recriminations are going to get very ugly

•   WP(Megan McArdle): Uber, Lyft and California voters were clear election winners

•   WP(George T. Conway III): A presidency fueled by lies finishes with the worst of them all

•   WP(Michael Gerson): This election was a reflection of who we are as a country

•   WP(David Byler): It’s too early to trash the 2020 election polls

•   WP(Ruth Marcus): If Biden wins, he’ll inherit a mission impossible

•   WP(Lizette Alvarez): How Trump won Florida Latinos and Miami-Dade Cuban Americans

•   WP(Danielle Allen): State ballot measures show a force of unity, even if our national election doesn't

•   WP(David Karpf): Joe Biden and the Democrats needed a big win. They fell short.

•   WP(Noah Bookbinder): Trump used the federal government to cheat in the election

•   Bloomberg(Daniel Moss): It's the Fed, Not the White House, That Matters Most in Asia

•   Bloomberg(Brian Chappatta): Fed Has the Economy’s Weight on Its Shoulders Again

•   Bloomberg(John Authers): Stock Markets Love Gridlock. Blue Wave? So Yesterday

•   Bloomberg(Karl W. Smith): Biden Win Would Make Covid Stimulus Harder But Not Impossible

•   Bloomberg(Jonathan Bernstein): Why Can't Republicans Win the Popular Vote?

•   Bloomberg(Noah Feldman): Trump’s Election Lawsuits in Michigan, Pennsylvania Are Legally Hollow

•   Bloomberg(Stephen L. Carter): Democrats Counted Too Heavily on ‘Trump Fatigue’

•   Bloomberg(Tae Kim): Uber, Lyft Proposition 22 Victory Doesn’t Fix Worker Benefits Problem

•   CNN(Frida Ghitis): What Democrats need to learn from Trump's better-than-expected showing

•   CNN(Mark Zandi): Divided Congress would be a great thing for investors

•   CNN(Van Jones): Progressives, here are five reasons to be optimistic

•   CNN(Jeremi Suri): American elections have become a drama frustratingly divorced from democracy

•   CNN(Arick Wierson): America's standing in the world took a big hit on election night

•   CNN(Douglas Heye): In this tight election, this much is clear

•   CNN(Josh Shapiro): Pennsylvania AG: 100% of legal ballots will be counted

•   CNN(Paul Begala): Opinion: The real culprit of Pennsylvania's ballot counting delays

•   MarketWatch(Mark Hulbert): Stock market’s post–Election Day rally shows that gridlock in Washington is good for Wall Street

•   MarketWatch(J. Christopher Giancarlo, Daniel Gorfine): The future of money should be cashless — with a digital dollar giving faster, easier and cheaper access to your savings

•   Fox News(Ben Shapiro): 2020 election's one big message -- voters refuse to accept woke media's narrative on race

•   Fox News(Tucker Carlson): The election that narrowly saved America

•   Fox News(Miranda Devine): Biden may steal 2020 election for the elitists, but Democrats will live to regret it

•   Fox News(Mike Huckabee): Trump vs. Biden -- Election Day is over but race is far from decided

•   Fox News(Judith Miller): Trump vs. Biden – the saddest, most outrageous moment of the president's 2020 campaign

•   매경(정동욱): 탈석탄시대 게임체인저로 떠오르는 소형원전

•   조선(사설): ‘월성 1호기 조작’ 검찰 수사팀도 공중분해시킬 건가

•   문화(조해동): 기재부 몰락과 ‘衆愚(중우)경제’

•   한겨레(사설): 검찰 월성1호기 수사, ‘탈원전 정책’ 겨냥한 건가