Business Intelligence Monitor 201109

(Introduction)

[Markets]

•   Global: Traders bank profits after volatile election week

•   China: Yuan Is Halfway Through Erasing Losses Since Trade War Began

•   한국: 코스피 강보합 마감…외국인 2차전지·반도체 집중매수

•   한국: 부진하던 BBIG K-뉴딜지수의 반등…외국인 매수로 이달 9.5% 상승

•   한국: 두산그룹주 힘 못 써, 두산밥캣 두산인프라코어 하락 두산중공업 상승

•   Metals: Copper pushes towards two-year highs as dollar falls further

•   Grains: Soybeans slip below 4-year high as trade focuses on S. America, China

[Indicators]

•   US Sep. Wholesale inventories: U.S. wholesale inventories revised higher in September

•   US Sep. Consumer credit: Credit-card debt rose in September for first time in seven months

•   US Oct. Nonfarm payrolls: Drop in Jobless Rate Shows Healing U.S. Labor Market

•   US Weekly Rig count: U.S. Oil Rig Count Rises During Election Week

•   Germany Sep. Industrial production: German Industrial Production Rose for Fifth Month in September

•   UK Oct. House prices: U.K. House Prices Climb Most Since 2016 Ahead of New Lockdown

•   China Oct. Balance of trade: China Exports Roar Ahead; Trade Surplus With U.S., World Widens

•   한국 9월 전력 판매량: 전력 판매량 상승 전환…경기 회복 '신호탄'

•   한국 주간 전세수급지수: 서울 아파트 전세난 역대 최고… 이달 첫째주 수급지수 130.1

•   Japan Sep. Household spending:Japan's household spending, wages slump as COVID-19 pain lingers

•   Brazil Oct. CPI: Brazil inflation rises to 0.86% in October, annual rate 3.92% - IBGE

•   Indonesia Oct. Foreign reserves: Indonesia’s forex reserves decline to $133.7 billion in October

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Pelosi Faces Lawmakers Frustrated Over Loss of House Seats

•   WSJ: Biden Charts Course for New Administration

•   WSJ: What CEOs Expect From Biden Presidency: More Predictability

•   WSJ: Election 2020: What Biden’s Win Means for Key Industries and Business Issues

•   WSJ: For Business, Biden Bodes a Less Hospitable but More Predictable Presidency

•   WSJ: What a Joe Biden Presidency Will Mean for Markets

•   WSJ: Divided Governments Are Supposed to Be Good for Stocks. The Data Don’t Support That.

•   WSJ: Rebounding Corporate Profits Fortify Stock Market Rally

•   WSJ: Facing Worst Covid-19 Surge, U.S. Tries to Avoid Lockdowns

•   WSJ: Coronavirus Relief Surges for Japan’s Small Businesses

•   WSJ: U.S. Firms Get Another Boost From China

•   WSJ: Toyota, Honda Rely on Resurgent China for Growth

•   WSJ: Job Gains Benefit Hispanic Men, While Women Lag Behind

•   WSJ: Stimulus Fight Reboots After Election Day

•   WSJ: Turkey’s President Erdogan Ousts Central Bank Governor

•   WSJ: Manufacturers Fare Better Than Many Service Providers in Covid-19 Economy

•   WSJ: Evidence of PPP Fraud Mounts, Officials Say

•   WSJ: Economy Week Ahead: Inflation, GDP and Jobless Claims

•   NYT: The Disinformation Is Coming From Inside the White House

•   NYT: A Big Win for Democrats in California Came With a Gut Check for Liberals

•   NYT: With No Evidence of Fraud, Trump Fails to Make Headway on Legal Cases

•   NYT: Jon Ossoff and David Perdue's Georgia Senate Race Goes to Runoff

•   NYT: Where the Election Fight Is Playing Out in the Courts

•   NYT: Biden Wins Presidency, Ending Four Tumultuous Years Under Trump

•   NYT: A President-Elect Shaped by Tragedy and Tradition

•   NYT: Kamala Harris Makes History as First Woman and Woman of Color as Vice President

•   NYT: Denial, and Resignation, From Trump and a Handful of Aides

•   NYT: After Warnings It Could Go Off the Rails, the Election Actually Ran Smoothly

•   NYT: Biden Victory Brings Sighs of Relief Overseas

•   NYT: Hawaii’s reopening may be good for tourism. Is it good for locals?

•   NYT: Why the Biden Economy Could Be the Same Long Slog as the Obama Economy

•   NYT: Joy in India as Biden and Harris Win, but Questions, Too

•   NYT: What’s Next for Trump? Family Business Awaits His Return

•   NYT: Dancing in the Streets, and a Parking Lot, for Joe Biden

•   NYT: How Joe Biden Won the Presidency

•   NYT: George W. Bush congratulates Biden on his victory.

•   NYT: Six in White House, Including Trump’s Chief of Staff, Have the Coronavirus

•   WP: ‘Guesses upon guesses’: Polls fall short again in 2020, raising red flags for future contests

•   WP: In Georgia, a Biden supporter realizes the power of her ballot

•   WP: A White Trump supporter votes for “the best president” of his lifetime

•   WP: How Trump’s erratic behavior and failure on coronavirus doomed his reelection - Washington Post

•   WP: Biden promises to unite the country. After this election, is it even possible?

•   WP: Biden plans immediate flurry of executive orders to reverse Trump policies

•   WP: Lame-duck Congress and lame-duck president face huge challenges in coming weeks

•   WP: Voters choose Biden to rebuild U.S. economy battered by pandemic

•   WP: How Georgia became a swing state for the first time in decades

•   WP: Trump’s bid to discredit election raises fear that he will undermine a smooth transfer of power

•   WP: Trump’s heart doesn’t seem to be in it

•   WP: Winners and losers from the 2020 election

•   WP: A U.S.-China detente under Biden? Beijing isn’t betting on it.

•   WP: After Trump’s dramatic tilt toward Israel, Biden likely to restore traditional approach

•   FT: By numbers: how the US voted in 2020

•   FT: ‘Politics has become black and white’ — how Americans are polarised

•   FT: Trump vs Fox News: this time, it’s existential

•   FT: ‘Ticking bombs’: threat of mink coronavirus mutation sparks anxiety

•   FT: Deadly attacks heighten fears of new European terror wave

•   FT: US election gridlock: ‘Biden will have one hand tied behind his back from the start’

•   FT: Toyota chief confident of beating Tesla in era of clean energy cars

•   FT: Joe Biden constrained: how Wall Street positioned for divided US government

•   FT: Negative-yielding debt total hits record $17.05tn

•   FT: Deutsche Bank rebuffed ECB over call for action on leveraged finance

•   FT: US business leaders call for peaceful transfer of power

•   FT: Biden faces power struggle between Democratic progressives and moderates

•   FT: In Trump’s hometown, crowds celebrate his defeat

•   FT: UAE introduces secular-leaning reforms to reassure expats

•   FT: Lords defeat of Brexit bill will put government on track for Biden clash

•   FT: Biden set to unwind Trump agenda after winning US election

•   FT: Biden shift on climate change welcomed by world leaders

•   FT: What next for US economic stimulus?

•   FT: Britain set to fall short in race to replace EU trade deals

•   FT: Biden plans to name Covid task force on Monday

•   FT: Europe breathes sigh of relief for future of US relations

•   FT: Johnson to take stock of Brexit talks in call with von der Leyen

•   FT: Sunak’s abrupt turn on UK furlough scheme draws criticism from sceptics

•   FT: Health crisis in England intensifies under Covid’s shadow

•   FT: Official figures suggest UK Covid spread was stabilising in October

•   FT: EU set to hit US products with tariffs in dispute over aircraft subsidies

•   FT: WhatsApp gets green light to launch payments service in India

•   FT: City of London suffers crushing blow from second lockdown

•   FT: How Jack Ma lost his spot at China’s business top table

•   FT: Joe Biden: son of Scranton turned life-long Washington insider

•   FT: What does a Biden presidency mean for the world?

•   FT: Boris Johnson to stress common policy interests with Joe Biden

•   FT: Trump’s family: a constant in the chaos

•   FT: What can Silicon Valley expect from Joe Biden?

•   FT: Reality TV presidency cancelled after 4-year run

•   FT: Downing St condemned for failing to prepare for post-Brexit borders

•   FT: Inside Thailand’s youth revolution

•   Sun: Vladimir Putin, 68, ‘stepping down as Russian president early next year amid fears he has Parkinson’s’

•   Bloomberg: Trump Advisers View Legal Challenges to Biden Win as Futile

•   Bloomberg: India Looks to Poor Farmers to Rescue Its Virus-Ravaged Economy

•   Bloomberg: Biden’s Economic Challenge Rests on Sustaining Pace of Recovery

•   Bloomberg: Stimulus and McConnell Will Likely Inhibit Biden’s Tax Hike Plan

•   Bloomberg: How Biden’s Win Affects Commodities Hit by Trade Wars, Tariffs

•   Bloomberg: Brexit Talks Continue But Johnson and EU Warn of Big Differences

•   Bloomberg: Biden Win May Curb U.S. Oil Drilling, Super-Charge Renewables

•   Bloomberg: Raab Confident U.K. Can Solve Brexit to Biden’s Satisfaction

•   Bloomberg: Vital World Trade Route Roiled by ‘Black Swan’ Container Crunch

•   Bloomberg: China Starts Talking Stimulus Exit Again as Economy Recovers

•   Bloomberg: France Faces Pivotal Moment as Covid-19 Surges

•   Bloomberg: Pennsylvania Court Orders Segregation of Provisional Ballots

•   Bloomberg: JPMorgan Touts ‘Sweet Spot’ in Emerging Markets Amid Weak Dollar

•   Bloomberg: Weak Ruble Moves Sanctions Risk Into Economic Disruption: Chart

•   Bloomberg: South Africa’s Economic Blueprint Lacks Funding Details, Mbeki Says

•   Bloomberg: Biden Will Take a Clear Climate Mandate Into the White House

•   Bloomberg: South Africa Sees Eskom at Zero Carbon Emissions Only by 2050

•   Reuters: Global coronavirus cases exceed 50 million after 30-day spike

•   Reuters: U.S. reports 130,000 new coronavirus cases, fourth straight daily record

•   Reuters: Italy new COVID-19 cases fall to 32,616 on Sunday

•   Reuters: Britain reports 20,572 new cases of COVID-19, 156 deaths

•   Reuters: India daily coronavirus cases run at nearly half September peak

•   Reuters: Trump does not plan to concede any time soon, aides and allies indicate

•   Reuters: Myanmar's Suu Kyi favored for election win as voters turn out despite coronavirus

•   Reuters: Development bank group lent $197 billion in green finance in 2019: report

•   Reuters: WTO cancels meeting aimed at breaking leadership impasse

•   Reuters: Exclusive: Republicans seeking to raise at least $60 million to fund Trump legal challenges - sources

•   Reuters: EU's Barnier says work continues on trade talks with Britain

•   Reuters: EU Commissioner Breton sees 50/50 chance of Brexit deal

•   Reuters: Japan to mull business incentives to achieve carbon-neutral society

•   Reuters: Huawei appeals against 5G network ban in Sweden

•   Reuters: Brazilian telecoms snub U.S. official over Huawei 5G pressure: source

•   Reuters: Q&A: Where are we in the COVID-19 vaccine race?

•   Reuters: Factbox: With Biden declared winner, what's next for investors

•   Reuters: Factbox: The U.S. presidential election explained in 10 numbers

•   Reuters: Factbox: How a Biden presidency would transform the U.S. energy landscape

•   Reuters: Factbox: Biden could change these key policies on 'Day One' in the White House

•   Reuters: Factbox: Trump sues in Arizona, court battles continue as Biden wins U.S. election

•   Reuters: Factbox: Unresolved biofuel policy issues facing the next U.S. president

•   Reuters: Factbox: Biden could take quick first steps on long climate policy road

•   Reuters: Factbox: Biden likely to rely on trusted inner circle as he staffs new administration

•   Reuters: Factbox: What we know about Denmark's mink coronavirus strain

•   Reuters: Factbox: Here are six things Joe Biden will likely do on immigration

•   Reuters: Fact check: Detroit voter registration figure discrepancies are from a 2019 lawsuit and were corrected before the election

•   Reuters: Analysis: Clouds gather over battered dollar in aftermath of U.S. election

•   Reuters: Analysis: Biden returns to battle another economic crisis, but it's no Great Recession

•   Reuters: Analysis: High-flying U.S. tech stocks get post-election lift, near new highs

•   Reuters: Analysis: Dealmakers see divided U.S. government favoring mergers and acquisitions

•   Reuters: Analysis: Pandemic hikes concern over much-needed climate finance for poorest

•   Reuters: Analysis: Bond markets should brace for tighter central bank squeeze

•   AP: Pandemic empties India's Silicon Valley suburbs

•   CNN: Fox News tells anchors not to call Biden 'President-elect,' then changes its tune

•   CNN: Jared Kushner, Melania Trump advise Trump to accept election loss

•   CNN: Trump quietly demotes his top energy regulator as election count drags on

•   CNBC: South Africa IMF bailout hopes falter as Zuma loyalists resist

•   CNBC: Biden will get a surprisingly strong jobs market when taking over as president

•   CNBC: Automakers use virtual reality to cut the development time for vehicles like the Hummer EV

•   CNBC: The race between Detroit automakers and a slew of startups to dominate the electric pickup truck market

•   MarketWatch: What a Joe Biden presidency means for taxes, health care, housing, student debt — and another COVID-19 stimulus package

•   MarketWatch: Goldman Sachs cuts growth forecasts for the U.S. and Europe, citing worries over COVID-19's winter spread

•   MarketWatch: Corporate debt market sees 'relief rally' amid uncertain U.S. election week

•   MarketWatch: Aspirin to be investigated as potential treatment for COVID-19

•   Fox News: How Congress certifies Electoral College results: What to know

•   Fox Business: Biden tax hike would accelerate exodus from high-tax states, experts predict

•   Fox Business: Joe Biden's 2020 tax plan: The key points

•   Hill: Mary Trump celebrates Biden-Harris victory: 'To America. Thanks, guys' | TheHill

•   SCMP: China’s central banker remind the global markets that the yuan’s challenge to the US dollar is still very much on

•   SCMP: Donald Trump may be on the way out, but he could break more China before he leaves

•   SCMP: After Joe Biden election win, China will seek to renegotiate trade deal, Beijing advisers say

•   SCMP: China tells Australia to ‘reflect on its own deeds’ as it imposes new import bans

•   SCMP: China buys US$418 million worth of American poultry products in year through August

•   SCMP: China GDP: Xi Jinping says ‘completely possible’ to double size of economy by 2035, despite foreign hostility

•   Global Times: Natural gas accounts for 32% of energy use in Beijing

•   Global Times: How will Biden play out US Indo-Pacific Strategy?

•   매경(P1): [단독] 단톡에 집값담합 글 올려도 징역이라니…

•   매경: 집값 상승 유도땐 2년이하 징역…與서도 "처벌 만능주의" 비판

•   매경(P1): 파업에 질린 한국GM…2천억 투자계획 보류

•   매경: GM노조 파업에 사측 "생산차질땐 철수 검토"

•   매경: "美 법인세 올리고 탄소 규제…한국기업 단기비용 커질 우려"

•   매경: 달러 지고 신흥국펀드 뜨고…재테크 판 바뀐다

•   매경(P1): 외국인 노동자 유입 3분의1로 뚝

•   매경(P1): 예타면제 84조…前 정부의 3배

•   매경(P1): 文대통령 "축하합니다, 같이 갑시다"

•   매경: 무역장벽 허물고 다자무역 복귀…바이드노믹스, 韓수출에 `단비`

•   매경: 개미들 그린에너지에 꽂혔다…천연자원펀드 일주새 2200억

•   매경: "바이든 믿고 BUY" 친환경株 동반상승

•   매경: "원화값 내년 1050원대 간다"

•   매경: "北김정은, 비핵화 새 카드 부담 커져…6개월간 도발 자제할 것"

•   매경: 바이든 당선 동상이몽…與 "美北대화 재개" 野 "우리도 정권교체"

•   매경: "외국인發 집값상승 막아라"…與, 중과세 추진

•   매경: 재계 뉴리더 전진배치…누가 먼저 승어부 스토리 쓸까

•   매경: 강력한 리더십으로 과감한 투자…위기때 빛나는 책임경영

•   매경: 美본토서 전기차 大戰 예고…현대차, 100만대 新시장 눈독

•   매경: ETF에도 바이든 효과…"내년이 ESG 진짜 원년"

•   매경: 글로벌M&A 올 900조 줄었지만 한국은 선방

•   매경: SPV 지원에 유동성 유입…A등급이하 회사채도 온기

•   매경: 전세난에 다급해진 정부…주택매입후 임대 검토

•   한경(P1): 세수 부족에…내년 벌금·과태료 6000억 더 걷겠다는 법무부

•   한경: 가뜩이나 코로나로 힘든데…내년 '교통 딱지' 40% 늘어날 듯

•   한경: "바이든 '약한 대통령' 될 가능성…갈라진 미국 상당기간 통합 어렵다"

•   한경: 이재명의 '노동경찰제'…與, 도입 법안 발의

•   한경: 與 "부동산에 쏠린 자금 혁신기업으로 유도"

•   한경: 서초구 32억 1주택자 보유세, 3년 뒤 2744만원…'공시가격 인상' 후폭풍

•   한경: 김현미 장관 "신규 계약 전·월세 상한제는 신중해야"

•   한경(P1): 수출 기업, 선박 대란에 초비상

•   한경: 여객기에 화물 실어도…'하늘길' 운송도 꽉찼다

•   한경: 초유의 선박 대란…"웃돈 줘도 배가 없어 수출 못할 판"

•   한경: 한국 경제에 'B.I.D.E.N' 바람 분다

•   한경: "수소車·태양광 등 한국판 그린뉴딜에 기회…개별기업 상대 반덤핑 제소 늘 수도"

•   한경: "다자무역체제로 복귀 긍정적…베트남 환율조작국 지정 땐 韓 타격"

•   한경: "北, 코로나 대응 국제법 따라야" 유엔 인권결의안…한국 또 불참

•   한경: "美가 세계 분열" vs "中도 미국 덕 본다"

•   한경: 포스코, 하이퍼루프 소재 개발 추진

•   한경: SK하이닉스 시스템 반도체…'역대급 실적' 고지 보인다

•   한경: 전국 4579가구 분양…서울은 '0'

•   한경: 로또 분양' 잇따르자…계약률 100% 육박

•   한경: 하다하다 이젠…'집값보다 비싼 전세'까지 등장

•   서경(P1): 혼돈속 만난 한미일...北 움직임 긴급점검

•   서경: [바이든 당선 임박] 친환경 기조에 배터리·신재생 '미소'···유화·철강은 '암운'

•   서경: 先핵포기' 내세운 바이든에...文, 대북정책 대수술 불가피

•   서경: 초기엔 오바마식 '전략적 인내'로...이후 클린턴식 '포용정책' 펼듯

•   서경: 방위비 협상 숨통...주한미군 감축도 거론 안할듯

•   서경: 홍남기 "신설 법인 10개 중 6개가 1인 법인.. 세금 회피 의도"

•   서경: 한투 "대주주 기준 유지로 내달 순매도 1.5조 예상...평년 수준"

•   서경(P1): 경총·상의, 법무부에 집단소송 등 반대의견서 제출

•   서경(P1): [단독]中 BYD, 자일대우 상용차 울산공장 인수 검토

•   서경: BYD, 버스 등 '전기 상용차' 韓서 직접 생산하나

•   서경: "美 TPP 재가입 추진 가능성...韓, 새로운 통상전략 짜야"

•   서경: 재계, 바이든 인맥이 없다

•   서경: "美 '전략적인내' 시즌2 가능성 낮아...내년 3월 한미훈련이 분수령"

•   서경: 바이든측 접촉나선 강경화...北상황 공유 등 한반도 정세관리 초점

•   서경: 文, 비핵화 불씨 살리기 총력···'바이든과 50년 인연' 박지원 역할 주목

•   서경: KDI "서비스업 경기 부진 지속···유럽 코로나 확산, 하방위험 확대"

•   서경: 5대은행 전세대출 사상 첫 100조 넘었다

•   서경: [시그널] 두산그룹, 캠코에 건설 등 자산매각 추진

•   서경: 금융硏 “3개월물 국채 발행해 이자 줄여야”

•   조선(P1): 보궐선거 카드 가덕도 예산 막히자...여당 “X자식, 국토부"

•   조선(P1): 이낙연 “월성 原電수사는 검찰 폭주” 윤석열 맹폭

•   조선: 美선거법 전문가 “선거 조작? 작은 실수 있어도 사기는 어려워”

•   조선: 與野 “누가 바이든과 통하나” 인맥 찾기

•   조선: 文대통령, 바이든 의식했나? 연설서 ‘종전선언’ 표현 빠져

•   조선: 美 의회조사국 “쿼드로 한국 등 전통동맹 소외 가능성”

•   조선: “스가 총리 방한 위해선 대화환경 조성이 먼저”

•   조선: 대책 없는 홍남기

•   조선: 일본 하늘길 조금씩 열리네

•   조선(P1): “韓·美 방위비, 서로 합리적 합의 예상”

•   조선: 정상회담보다 실무협상… 보텀업 방식으로 갈 듯

•   조선: “北이 핵신고 안하는데 바이든이 대화 나설 것 같나? 아니다”

•   조선: 방위비 압박 줄겠지만 反中과 한일관계 개선 목소리는 더 커질 전망

•   조선: 또 부동산 규제법 쏟아내는 與

•   조선: [Mint] “2035년 내연기관 車 생산 0”… 중국은 한다면 합니다

•   조선비즈: 건설업계 녹색 바람 본격화… 석탄사업 접고 친환경 사업 박차

•   조선비즈: [바이든 시대] 韓 태양광 빛 본다… LG·SK 배터리 소송은 여전히 안갯속

•   조선비즈: [바이든 시대] 위기·기회 함께 맞을 건설업계… "플랜트 위축되나 친환경은 수혜"

•   조선비즈: [바이든 시대] '바이든노믹스'도 美우선·탈중국이 핵심… "韓, 고래 싸움에 낀 새우 신세 계속될 듯"

•   조선비즈: [한국판뉴딜 대해부] 전산 유지보수비도 뉴딜로 둔갑… 뻥튀기 논란

•   중앙: 바이든 ‘탄소 제로’ 약속, K배터리·전기차 ‘큰 장’ 온다

•   중앙: ‘바이든 효과’ 성장률 0.1~0.4%P 끌어올린다

•   동아(P1): [단독] “윤석열-최재형의 연합전선”…檢 원전 수사 속전속결 근거는 ‘감사원 자료’

•   동아: “규모의 경제 더는 안 통해… 탈규모화, 거스를 수 없는 시대 흐름”

•   동아: 팬데믹 이후 기업 조직정비 해법 제시

•   동아: “회사 문제 숨기지 말라… 두려움 없는 조직이 혁신의 원천”

•   동아: 정부 “무늬만 법인 유보소득 과세”… 경영주 “위기대비용 돈에도 세금 물리나”

•   문화: “北, 몸값 높이려 전략적 도발 가능성”

•   문화: 수소차·전기차·제네시스까지… 현대차 ‘中시장 뚫기’ 총공세

•   문화: 멈춤없는 전셋값 고공행진, 국토부 내부선 “신용대출 규제라도…”

•   문화: “美대선 바이든 이겨도 저금리 계속… 韓부동산 계속 오른다”

•   문화: 트럼프 지지받던 유명희, 사퇴 수순?

•   한국(P1): 7일부터 새로운 거리두기 시행...전국적으로는 1단계

•   국민: 공공재개발, 주택시장 공급 확대 돌파구 되나?

•   국민(P1): [단독] 견제 대신 협력… 4대 그룹 젊은 총수들 또 만났다

•   서울: [재계 블로그] 총수 후계자 대결로 압축된 두산인프라코어 인수전

•   경향: 한전, 국내 석탄발전 사업 조기 폐지…베트남 석탄발전 참여는 ‘예정대로’

•   머니투데이(P1): 1000만원 넘게 전기차 보조금 줬는데 '1800억' 남았다

•   머니투데이(P1): "불붙은 지방 집값"…부산·김포·천안 규제지역 지정 '임박'?

•   머니투데이: 기후변화 방치하면…"2100년 피해 3128조원"

•   머니투데이: 공론화되는 '주택부' 신설… 전문가들 "우리만 없다, 만들어야"

•   머니투데이: 씨 마른 서울 전셋집…내년, 내후년 더 지독한 '전세난' 온다

•   머니투데이: 일진머티리얼즈-SKC, 동박 해외공장 설립 놓고 '갈등격화'

•   더벨: 매각 숨고르기 두산건설, 언제쯤 재개될까

•   더벨: 323억 쌓은 두산연강재단, 퓨얼셀 미배당 '나비효과'

•   헤럴드경제(P1): [헤럴드 뷰] 불신·갈등 쌓이는 집…지금 대한민국 부동산은 전쟁중

•   헤럴드경제: 20년만에 ‘진보 대통령’ 동반시대…韓엔 기회이자 위기!

•   헤럴드경제: 文정부 23차례의 ‘투기대전’…집값은 못잡고 편만 갈랐다

•   헤럴드경제: “내가 왜 손해 봐”…배려 사라진 임대차 시장 불신만 가득

•   헤럴드경제: “우리가 최대 피해자”…커지는 부동산 세대갈등

•   헤럴드경제: 與 “북미 대화 공백 불가피…한미 정상회담 빨리 가져야”

•   헤럴드경제: “재정 실집행 관리 강화 재정효과 높여야”

•   헤럴드경제: 文정부, 예타 건너뛴 조세지출만 6.7조…前정부의 15배 ‘훌쩍’

•   헤럴드경제: “민간투자 변화중…기업 애로 해소창구 구축”

•   헤럴드경제: 신용등급 하향국 올해만 107곳…재정악화 한국도 예외는 아니다

•   헤럴드경제: 잠자는 연금개혁, 재정위기 부채질…“정부·국회 적극 나서야”

•   파이낸셜뉴스(P1): 코로나이후 급조된 정책금융.. 중복지원에 퍼주기 논란까지

•   파이낸셜뉴스: 2047년 두 집 건너 한 집 '나혼자 산다'

•   파이낸셜뉴스: 2017년 8조원 기록 깰까… IPO시장 내년이 더 뜨겁다

•   아시아경제: 美바이든 유력에 MMT 주목…"韓, 저금리장기화 고민해야"

•   디지털타임스(P1): 확진자 다시 세자릿수… 1.5단계 상향하나

•   디지털타임스(P1): `묻지마 현금복지` 내년 110兆 "적절성 검토·사후 관리 필요"

•   이데일리(P1): 현대차, 2026년까지 중형급 무인 화물운송기 개발한다

•   이데일리: "北 핵무기 이미 100개 이상…바이든, 대북 제재 더 강화할 것"

•   이데일리: "바이든, 韓에 '쿼드' 제안할 수도…中 곧장 보복할 것"

•   연합: [바이든 당선] 파리협정 재가입·탄소중립…우리나라 영향은?

•   연합: [바이든 승리] 산업계 "바이든 보호무역, 환경·노동정책 대비해야"

•   연합: [바이든 승리] 한국 수출환경 개선 기대…낙관은 어려워

•   연합: 대한상의 "바이든 당선, 우리 경제·대북정책 등에 전방위 변화"

•   연합: 5대 은행장 "바이든 승리는 한국 경제성장률 상향 요인"

•   연합인포맥스: [바이든 승리] 무협 "美 경기부양책에 수출 긍정적"

•   이투데이: 흙 속 진주 찾아라… 산업계 코로나 속 M&A 활발

•   아주경제: DICC 빚 떠앉기 포기한 두산重...두산인프라코어 본입찰서 KDBI 승기 잡나

•   글로벌이코노믹: [글로벌-Biz 24] 베트남 석탄발전, 바이든 당선으로 조기폐쇄 가능성…한국 불똥?

•   아시아투데이: [단독] 두산중공업, 석탄발전 인력 재배치… 탈석탄 수순 밟나

•   아시아뉴스통신: 두산건설(김진호 사장)이 ‘초품아’를 고집하는 이유가 있다?

•   녹색경제: [그날 그후] 두산그룹 위기 시초된 밥캣 인수… 반복된 실패 '혈세'로 덮다

•   FuelCellsWorks: Hydrogen Fuel Cells Powering the Future of Flight

•   에너지경제: [바이든 당선] 韓 원전 사우디 등 해외수출 청신호

•   에너지경제: [바이든 당선] 한국 에너지전환 가속화…전력사업 해외 진출 기회이자 위기

•   에너지경제: 전력생산 연료 LNG-유연탄 단가 격차 역대 최저로 좁혀졌다

•   에너지경제: 文대통령 "그린뉴딜에 2030년까지 73조원 투자…탄소중립 흔들림 없어"

•   KHL: Infrastructure hangs in the balance as US election drags on

•   KHL: Caterpillar to cut jobs in Northern Ireland

•   For Construction Pros: Dodge Momentum Index Posts Dip in October on Slower Economic Growth

•   대한경제: 멈추지 않는 서울 `패닉 바잉'…미분양 54가구 불과

•   대한경제: [임대주택 공급확대로 가닥잡는 전세대책] 주택도시기금 여유자금 급감에 재원 조달은 어떻게?

•   OilPrice.com: Will Biden Bring Iranian Oil Back Online?

•   OilPrice.com: Global Oil Demand Is Weaker Than Expected

•   OilPrice.com: Why U.S. Politics Don’t Impact Energy

•   OilPrice.com: How China Is Racing To Expand Its Global Energy Influence

•   OilPrice.com: Coal Consumption In U.S. Electricity Sector Plunges 30%

•   전자신문(P1): [단독]정의선의 결단...국내 경쟁사와 '부품협력' 속도낸다

•   전자신문: 수소경제 2.0' 로드맵 내년 나온다…정부, 대대적 업그레이드 추진

•   디지털데일리: [2020美대선] 바이든 시대, 우리 IT산업에 호재?… 오히려 가시밭길 될 수도

•   Phone Arena: The first iPhone 13 details are here

•   Robotics & Automation News: Are autonomous cars safe in bad driving conditions?

•   Robotics Tomorrow: Global impact of Covid-19 on Autonomous Last Mile Delivery Market

•   Robot Report: Special Issue: 2020 Robotics Handbook

•   IEEE Spectrum: AI-Directed Robotic Hand Learns How to Grasp

•   로봇신문: 中 상하이 푸둥 3년 내 로봇 산업 '8조원' 육성

•   Nikkei Asian Review: Toyota and Murata place Japan's bet on solid state batteries

•   Nikkei Asian Review: Toshiba's bottom line buoyed by chip market recovery

•   Nikkei Asian Review: Overseas companies take dominant role in Japan's renewable energy

•   Nikkei Asian Review: RCEP summit on Nov. 15 to discuss trade deal by year-end, without India

•   Nikkei Asian Review: Quad' nations flaunt stronger ties with first drill in 13 years

•   Mainichi: Japanese business leaders hope Biden committed to economy, pandemic

•   Mainichi: Japan extends $414 mil. loans to Myanmar for road, corporate finance

•   Mainichi: Japan, China to resume business travel possibly mid-November

•   Japan Times: Digitalization key to spur Japan growth in 'new normal,' report says

•   Economic Times: Apple India revenue: Apple India logs 29% rise in revenue at Rs 13,756 cr in FY20

•   Business Standard: Renewable energy sector continues to attract investors, shows report

•   Hindustan Times: Covid-19 impact: Economy expected to bounce back from next fiscal, says SBI chairman

•   Folha de S.Paulo: Brazil Imports US Soybeans to Restore Exports to China

•   Jakarta Post: Controlled pandemic key to recovery as Indonesia falls into recession: Economists

•   Jakarta Post: Indonesia's pandemic recession: What it means for you and the economy

[Opinions]

•   Project Syndicate(Nina L. Khrushcheva): Donald Trump, Made in America

•   Project Syndicate(Stephany Griffith-Jones, Régis Marodon, José Antonio Ocampo, Jiajun Xu): The Age of Public Development Banks Has Arrived

•   Project Syndicate(Peter Singer): Has America Lost Its Soul?

•   Project Syndicate(Richard Haass): One America, Two Nations

•   Project Syndicate(Willem H. Buiter, Anne Sibert): The Market’s Best of All Possible Worlds

•   Project Syndicate(Eric Posner): Biden’s Precarious Victory

•   FT(Editorial Board): Biden turns the page on a presidency of rancour

•   FT(Editorial Board): Joe Biden’s greatest tests still lie ahead

•   FT(Editorial Board): Danish mink cull highlights the unknowns of Covid-19

•   FT(Rana Foroohar): Joe Biden can get plenty done, even if Congress is divided

•   FT(Janan Ganesh): A fickle America cannot lead the world

•   FT(Robert Armstrong): What Wall Street would make of a Biden presidency

•   FT(Michael Mackenzie): Investors embrace the prospect of a divided Washington

•   FT(John Dizard): Senate plays the grinch with distressed US states

•   FT(Merryn Somerset Webb): The upside of a close race for the White House

•   FT(Aaron Schein): Joe Biden’s ‘virtual ground game’ gamble seems to have paid off

•   FT(Patti Waldmeir): Not everyone is celebrating Biden’s win in the land of ‘Trump Democrats’

•   FT(Pilita Clark): Boris Johnson needs an Australian-style Covid plan

•   FT(Peter Spiegel): A president-elect with big ambitions but more prosaic skills

•   FT(Lex): Biden/private equity: rollover capital

•   FT(Lex): Biden/volatility: nixing the Vix

•   WSJ(Holman W. Jenkins, Jr.): Let the Trump Revisionism Begin

•   WSJ(Kimberley A. Strassel): 2020’s Biggest Election Losers

•   WSJ(Peggy Noonan): America Chooses Divided Government

•   WSJ(Scott Gottlieb): The States Are Laboratories for Covid Control

•   WSJ(Benedict Rogers): Beijing Strangles Hong Kong Even Tighter

•   WSJ(David B. Rivkin Jr., Andrew M. Grossman): Another Election Goes to Court

•   WSJ(Allen C. Guelzo): This Election Was Full of Surprises

•   WSJ(Jeb Bush): How Florida Became America’s Vote-Counting Model

•   WSJ(Jillian Kay Melchior): Return to Normalcy? Not on the Streets of Philadelphia

•   WSJ(Grover Norquist): Voters (Mostly) Reject Tax Hikes

•   WSJ(Larry Hogan): Biden’s Mandate for Moderation

•   WSJ(Mick Mulvaney): If He Loses, Trump Will Concede Gracefully

•   NYT(Editorial Board): Victory for Joe Biden, at Last

•   NYT(Paul Krugman): Is America Becoming a Failed State?

•   NYT(David Brooks): What the Voters Are Trying to Tell Us

•   NYT(Frank Bruni): We Still Don’t Really Understand Trump — or America

•   NYT(Ross Douthat): Is There a Trumpism After Trump?

•   NYT(Timothy Egan): American Democracy Survives Its Brush With Death

•   NYT(Anand Giridharadas): Biden Can’t Be F.D.R. He Could Still Be L.B.J.

•   WP(Editorial Board): Losing an election, Trump chooses to slander American democracy

•   WP(Editorial Board): Even if Trump leaves office, fighting the virus will be much harder this winter thanks to him

•   WP(Editorial Board): American democracy has proved its resilience in electing Joe Biden

•   WP(Editorial Board): Hats off to the Americans counting the ballots above all the noise

•   WP(Editorial Board): Trump has lost. But he can still do a lot of damage to national security.

•   WP(Editorial Board): The U.S. must brake the runaway pandemic train

•   WP(Catherine Rampell): The house is still on fire. Politicians in office today have a duty to put it out.

•   WP(Catherine Rampell): October jobs report shows exactly why more fiscal stimulus is needed, ASAP

•   WP(David Ignatius): We remain a divided country, but look at the horrors that didn’t come to pass

•   WP(Henry Olsen): Yes, progressives are hurting Democrats. But they’re not going anywhere.

•   WP(Dana Milbank): Our long national nightmare is over

•   WP(Dana Milbank): The election is over. Send in the clowns!

•   WP(E.J. Dionne Jr.): President-elect Biden has what America needs

•   WP(E.J. Dionne Jr.): Don’t define Biden’s victory down

•   WP(Eugene Robinson): How much damage can Trump do on his way out? Expect the worst.

•   WP(Karen Tumulty): Joe Biden is already showing he is the right president for the moment

•   WP(Greg Sargent): Trump advisers are telling him it’s slipping away. There’s poetic justice here.

•   WP(Megan McArdle): If we want to win the future, we shouldn’t focus on Trump

•   WP(Hugh Hewitt): On to Georgia. And for Trump, it may be on to 2024.

•   WP(Alexandra Petri): Nobody has drafted Trump's concession speech, so here's one he can use

•   WP(Leana S. Wen): President-elect Biden needs to get to work on the covid-19 pandemic. Today.

•   WP(Matt Bai): Yes, Trumpism was repudiated

•   WP(Renae Moch): How North Dakota became a covid-19 nightmare

•   WP(Alyssa Rosenberg): Kamala Harris invoked joy. Joe Biden asked for reconciliation. Can they get both?

•   WP(Alyssa Rosenberg): Trump’s lies about the election are awful. But his spell is breaking.

•   WP(Stephen Stromberg): The four-year nightmare that awaits Joe Biden

•   WP(Reid Wilson): Democrats had a decade to consolidate power. They blew their chance.

•   WP(Brian Klaas): I’ve seen rigged elections, and they don’t look anything like this

•   Bloomberg(Mohamed A. El-Erian): For a Strong Start, Biden Needs a Smooth Transition

•   Bloomberg(Conor Sen): Where’s the Blue Wave? Look in Georgia

•   Bloomberg(Justin Fox): We Now Return to Our Regularly Scheduled Pandemic

•   Bloomberg(Tyler Cowen): This Election’s Winners and Losers

•   Bloomberg(Noah Smith): Biden Will Need to Get Creative to Save the Economy

•   Bloomberg(John Authers): Trump's Weaker Dollar Arrives on Cue to Help Biden

•   Bloomberg(Julian Lee): Oil Prices Are Only Going in One Direction

•   Bloomberg(Brooke Sutherland): These Election Takeaways Hold No Matter Who Wins

•   Bloomberg(Clara Ferreira Marques): Hold the Schadenfreude for America

•   Bloomberg(Lionel Laurent): Biden’s Lead Is Bittersweet For America’s Allies

•   Bloomberg(Jonathan Bernstein): Whoever Wins, the System Has Worked

•   Bloomberg(Jonathan Bernstein): Biden Has Plenty of Know-How. He’s Going to Need It.

•   Bloomberg(Eli Lake): Trump’s Iran Policy Can Be an Opportunity for Biden

•   Bloomberg(Noah Feldman): Trump’s Supreme Court Comments Put Barrett in a Bind

•   Bloomberg(Ramesh Ponnuru): Progressives Refuse to Hear What Voters Had to Say

•   Bloomberg(James Stavridis): A Preview of Biden’s Foreign Policy

•   Bloomberg(Francis Wilkinson): Why Are Democrats So Upset?

•   Bloomberg(Adam Minter): Japan's New Olympic Experiment Is a Risky Mistake

•   Bloomberg(Faye Flam): Don’t Freak Out About Covid-19 Reinfection Stories

•   Bloomberg(Tara Lachapelle): The Election Through Warren Buffett's Eyes

•   Bloomberg(Timothy L. O'Brien): Trump Goes to Court to Avoid Being a ‘Loser’

•   Bloomberg(Timothy L. O'Brien): Voters Have Broken Trump’s Spell on America – For Now

•   Bloomberg(Pankaj Mishra): America’s Age of Anger Is Just Getting Started

•   Bloomberg(Max Hastings): What Biden’s Win Means for Europe

•   CNBC(Frederick Kempe): Why the U.S. election still could represent a triumph of American democracy

•   CNN(Frida Ghitis): The Democratic earthquake in Georgia

•   CNN(Peter Bergen): Can Joe Biden clean up the mess?

•   CNN(Julian Zelizer): Trump will be a former president, whether he concedes or not

•   CNN(John Avlon): This is a huge and historic win

•   CNN(Dean Obeidallah): The people who deserve the most credit for defeating Trump

•   CNN(Shan Wu): Trump's election lawyers must put up or shut up

•   CNN(Lindsay M. Chervinsky): Why we should fear a lame-duck President Trump

•   CNN(Richard Galant): America delivers its verdict on Donald Trump

•   CNN(Jill Filipovic): This is what it's like to have a president again

•   CNN(David Axelrod): Why Donald Trump lost

•   CNN(Elie Honig): With his days in office numbered, here's what Trump may try to do

•   CNN(Michael D'Antonio): Donald Trump is a one-term president who can't admit he's a loser

•   CNN(Anne Milgram): President Trump's brazen attack on American democracy

•   MarketWatch(Mark Hulbert): This presidential election shows why markets — in stocks and politics — are tough to beat

•   MarketWatch(Mark Hulbert): This is what the election means for interest rates

•   MarketWatch(Chris Edelson): Republicans must break with Trump and reach out to Biden so that Americans can heal and democracy can thrive

•   Fox News(Newt Gingrich): Election corruption by Trump opponents widespread — it’s time for us to get mad

•   Fox News(Newt Gingrich): We still don’t know if Trump or Biden won election — despite what you’ve been told

•   Fox News(Liberty Vittert): Trump is wrong — pollsters didn’t deliberately make inaccurate election forecasts

•   Fox News(Jason Chaffetz): A President Biden could deliver these 7 big surprises

•   Fox News(Jason Chaffetz): Biden, Harris win means big changes for House and Senate

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

•   Fox News(Donna Brazile): Biden-Harris victory speeches begin healing of America with inspiring call for unity

•   Fox News(Deroy Murdock): Democrats are to blame for 2020 post-election hanky-panky

•   Fox News(Richard Fowler): Biden’s call for unity a welcome change from pain, mistrust and division under Trump

•   Fox News(Andrew McCarthy): Election 2020 – What's going on with our Supreme Court? Here's how to understand it

•   Fox News(Gianno Caldwell): Trump has attracted increased Black and Latino support — GOP needs to get more

•   Fox News(Doug Schoen): Biden delivers optimistic speech, now he will need to lead and govern as a centrist

•   Fox News(Gregg Jarrett): Biden 'Blue Wave' predictions by liberal media were way off. Trump should pursue these avenues

•   Fox News(Kimberley Strassel): 2020 election's biggest losers? Chuck and Nancy -- they forgot this about America

•   Fox News(Leslie Marshall): President-elect Joe Biden will bring us together

•   Fox News(John Yoo): Trump-Biden presidential race could be decided by Pennsylvania case before Supreme Court

•   Nikkei Asian Review(William Pesek): Japan's new leader goes missing in action - Nikkei Asia

•   한경(한상춘): 원·달러 환율 1000원 붕괴…현실화 되나

•   서경(사설): 원전 수사를 ‘정부 흔들기’라며 계속 방해할 건가

•   조선(사설): 범죄 얼마나 크길래 이렇게 ‘월성 1호’ 수사 흔드나

•   중앙(사설): 여권은 월성원전 수사 방해하지 마라

•   동아(사설): 與, 탈원전 수사 방해 압박 중단하고 檢, 좌고우면 말라

•   문화(사설): 秋 ‘월성 1호 수사도 각하(却下) 감’ 대놓고 정권 범죄 감싸나

•   한국(사설): 원전 수사하되, '검찰이 국정 관여' 얘기 안 나오도록

•   국민(사설): 여권, 월성 1호기 수사 흔들지 말아야

•   경향(사설): ‘탈석탄 속도 내겠다’는 한전 다짐, 탄소중립의 기폭제 되길

•   세계(사설): 與 ‘원전 수사’ 방해 총공세… 법치주의 위협해선 안 돼