[Markets]
[Indicators]
• 글로벌 9월 자동차 판매: 9월 글로벌 자동차 판매 증가세 전환
• 한국 10월 고용행정통계: 10월 고용보험 가입증가…코로나 이전 수준 회복
• Japan Sep. GDP(JCER est.):Japan's GDP grows 1.1% in September: JCER
• Japan Sep. Coincident index: Japan key economic index rises for 4th straight month in Sept.
• Taiwan Oct. Balance of trade: Taiwan Exports Surge to Record as Tech Demand Spurs Recovery
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: President-elect Biden announces coronavirus task force made up of physicians and health experts
• WP: The long love affair between Fox News and Trump may be over. Here’s how it all soured last week.
• WP: Lindsey Graham’s curious and conspiratorial argument for why Trump should fight election results
• WP: Forget McConnell. Forget Pelosi. In a divided Congress, Biden needs to build his own coalition.
• FT: Potus Joe and the WTO
• Reuters: Factbox: The race for a coronavirus vaccine
• Reuters: Factbox: COVID-19 vaccine frontrunners
• MarketWatch: Why investors should 'let dust settle' after stock market soars on Pfizer vaccine news
• MarketWatch: As nation awaits transition of power, Fauci issues timely warning to his fellow scientists
• MarketWatch: The world's biggest money manager says Joe Biden's election is 'good news' for the global economy
• MarketWatch: Britain is unprepared for real Brexit: official reports
• Fox News: These Dems balked at a coronavirus vaccine under Trump. Will they change their tune now?
• Fox News: Nevada election worker alleges voting irregularities, Trump campaign submits affidavit to DOJ
• 매경(P1): 45년 묵은 잣대…현실과 따로노는 `특수관계인`
• 매경(P1): 이호승 "韓경제, 내년 3%대 성장"
• 매경: 삼성 갤럭시, 美서 아이폰 잡았다
• 매경: K태양광·배터리, 美서 2000조 금맥 캔다
• 매경: `집단소송 천국` 美보다 더 센 한국법
• 매경: 자일대우 "BYD에 매각설 사실무근"
• 매경: 청년절망 3法, 청년실업 키운다
• 한경(P1): [단독] "분양권 딱지 최종 매수한 사람 것"…무효 소송 제동
• 한경(P1): AI로봇 진화에 사활 건 日 "도쿄대 합격할 수준 만들자"
• 한경: 바닥 찍은 해운…조선도 살아난다
• 한경: "내년 막차 타자"…앞다퉈 지주사 전환
• 서경(P1): 美, 화웨이 제재에도···對中 반도체 수출 되레 늘어
• 서경: “美 성장률, 트럼프 때보다 떨어질 수도”
• 조선(P1): “바이든, 확고한 결과 나올때만 北과 정상회담할 것”
• 조선(P1): 文대통령 “트럼프 北성과 이어가자”
• 한국(P1): [단독] 박지원 국정원장, 오늘 스가 日 총리 만난다
• 한겨레(P1): [단독] 찬핵 진영 ‘탈원전 반대’ 근거 활용 유엔보고서 요약본에 오류 있었다
• 경향(P1): 통화량 증가로 인한 집값 상승률, 실물보다 2배 크고 빨라
• 머니투데이: 수도권도 첨단산업 '유턴'하면 보조금…최대 150억원
• 머니투데이: 홍남기 "전세 시장 불안요소 있어…대책 협의 중"
• 머니투데이: 이재용 10개월만에 파기환송심 출두…사법리스크 재개된 삼성
• 머니투데이: 전세난 해결법이 매입임대? "이미 공실 넘치는데…"
• 머니투데이: 전세 못구해 결국 영끌 매수 "9억이하 주택 더 오른다"
• 더벨: 두산 시프트(shift)
• 헤럴드경제(P1): 다자통상 복원…우리경제 불확실성 줄어든다
• 헤럴드경제: 건설기계도 ‘스마트 전문가’ 양성 본격화
• 파이낸셜뉴스(P1): 팬데믹이 부른 에너지 대전환…석유시대 저문다
• 파이낸셜뉴스: "가계 신용대출 과거 정부서 급증"… 정책실패 또 떠넘기기?
• 파이낸셜뉴스: ‘포스트 코로나’ 기업용 블록체인 상용화 앞당긴다
• 아시아경제: 존재감 키우는 삼성준법감시委…이재용 재판 끝나도 '지속'
• 디지털타임스(P1): "재정 건전성 안심 못해" 정부 말 뒤집은 예정처
• 디지털타임스(P1): 중기 일시휴직 50% "코로나 휴업"
• 이데일리(P1): 젊은 총수·코로나 위기에 재계 '인사시계' 빨리돈다
• 이데일리: 연말 재계 인사 키워드..세대교체·위기관리·외부영입
• 이데일리(P1): 세계최대 사모펀드 블랙스톤 "탄소 15% 줄여야 투자하겠다"
• 이데일리: "바이든 당선, 'ESG 고려' 책임투자 중요성 커질 것"
• 이데일리: 김준형 "바이든 한반도 정책 핵심그룹은 하원 51명 의원"
• 이데일리: 대한상의·전경련·무역協, 차기 수장 인선 '촉각'
※ 현대경제연구원: 바이드노믹스의 특징과 시사점
• 뉴스핌: '친환경' 닮은꼴, 바이든-두산중공업의 궁합은
• EBN: [美 바이든 당선] 두산, 손익계산서 "이득"
• 인사이드비나: 두산중공업 베트남법인 두산비나, 컨베이어시스템 일본수출 순조로워롭게 진행
• reNews: Europe 'losing energy storage race'
• 에너지데일리: “그린뉴딜 해외진출 위해 국제금융기구 공적자금 적극 활용한다”
• Construction Equipment: Doosan Portable Adds Extended Warranty
• For Construction Pros: Doosan Bobcat, Wounded Warrior Project Give Veteran New Bobcat Compact Track Loader
• 대한경제: 脫석탄ㆍ脫원전에…해외 수력발전시장 공략 ‘잰걸음’
• 대한경제: 화웨이 장비 쓰는 LGU+… 바이든 당선에 ‘안도의 한숨’
• OilPrice.com: IEA: Return Of Lockdowns To Cut Oil Demand
• OilPrice.com: Libya’s Oil Output Hits 1 Million Bpd
• 전자신문: 한화솔루션, 풍력 사업 뛰어든다
• Robotics Business Review: Mobile Robot Sector Expanding Rapidly, But Market Opportunity Still Massive & Evolving
• Robotics Tomorrow: Robots in the factory: bosses or slaves?
• 로봇신문: 中 랴오닝성 탄광, 로봇으로 무인화
• 물류신문: [물류센터2020] PART 1. 국내 물류단지 현황
• 물류신문: [물류센터2020] 물류단지, 얼마나 개발될까?
• Nikkei Asian Review: SoftBank swings to $6bn quarterly profit
• Nikkei Asian Review: SoftBank has $50bn to invest -- now it needs targets
• Nikkei Asian Review: Japan's Suga hopes to meet Biden in February
• Nikkei Asian Review: China investors rethink market risk after Ant's scuppered IPO
• Economic Times: All discoms to come under Energy Conservation Act: Power ministry
• Jakarta Post: Indonesia pursues trade deals with African, Latin American, Middle Eastern countries
[Opinions]
• Project Syndicate(Sigmar Gabriel, John B. Emerson): The Transatlantic Reunification Agenda
• Project Syndicate(Joseph S. Nye, Jr.): International Institutions Still Matter to the US
• Project Syndicate(Dani Rodrik): The Democrats’ Four-Year Reprieve
• Project Syndicate(Barry Eichengreen): America’s Dangerous Interregnum
• Project Syndicate(Werner Hoyer): The Case for an EU Development Bank
• Project Syndicate(Mauricio Cárdenas, Eduardo Levy Yeyati, Andrés Velasco): The COVID Reset Latin America Needs
• FT(Editorial Board): Ant posed threat to China’s centralised control
• FT(Editorial Board): A first glimmer of hope for a Covid vaccine
• FT(Gideon Rachman): Populists worldwide have lost their leader
• FT(Michael Mackenzie): Vaccine success has given investors their bull case
• FT(Patrick Jenkins): Ant setback signals reckoning for fintech
• FT(Sarah O'Connor): The gig economy is a symptom of bigger problems
• FT(Muqsit Ashraf): Big Oil must make seismic changes to survive
• FT(Charles Radclyffe): How tech entrepreneurs can recruit for game-changing diversity
• FT(Jan-Werner Müller): Liberals misunderstand the seductive appeal of populism
• FT(Beata Javorcik): Covid has made the state’s hand more visible but there are risks
• FT(Lex): Pfizer/BioNTech vaccine: a new hope
• WSJ(Gerard Baker): Good Riddance to the ‘Resistance’
• WSJ(Bobby Jindal): GOP Senate Is a Blessing for Biden
• NYT(Charles M. Blow): Third Term of the Obama Presidency
• NYT(Gail Collins, Bret Stephens): Hell Hath No Fury Like a Trump Scorned
• NYT(Bryan Garsten): How to Protect America From the Next Donald Trump
• NYT(Richard McGregor): Is Xi Jinping Too Strong for China’s Good?
• NYT(Margaret Renkl): We Are Still a Nation Painfully Divided
• NYT(Liz Mair): One Group Is Unreservedly Happy About the Election Results
• NYT(Richard McGregor): Xi Jinping’s Strength is China’s Weakness
• WP(Editorial Board): President Trump lost. Too many Republicans keep pretending he didn’t.
• WP(Editorial Board): America’s old allies quickly congratulated Biden. Autocrats and populists, not so much.
• WP(Max Boot): Trump politicized covid-19. Let’s not politicize the vaccine.
• WP(Henry Olsen): Talk is cheap. Here’s what Biden needs to do to be a unity president.
• WP(Jennifer Rubin): Georgians can end dysfunctional government
• WP(Jennifer Rubin): This is how much trouble Republicans are in
• WP(Paul Waldman): No, Trump will not run for president again in 2024
• WP(Megan McArdle): The vital fine print on the Pfizer coronavirus vaccine
• WP(Michael Gerson): The election is over, but there’s no end to Republican bad faith
• WP(Charles Lane): Biden leads a gerontocracy that could bode ill — or good! — for democracy
• WP(Daniel W. Drezner): Pfizer’s perfect timing
• WP(Daniel W. Drezner): The world recognizes Joe Biden as the president-elect
• WP(Asha Rangappa): President Trump could pardon himself or block an FBI investigation
• WP(Eve Fairbanks): Trump did far worse in the election than we should have expected
• WP(Walter Isaacson): I took the Pfizer covid-19 vaccine. It’s a miracle for genetic medicine.
• Bloomberg(Mohamed A. El-Erian): Vaccine News Doesn’t Mean Congress Is Off the Hook
• Bloomberg(David Fickling): Biden, Like Trump, Will Deepen China's Economic Integration
• Bloomberg(Justin Fox): Pfizer's Covid-19 Vaccine News: Masks, Distancing Still Needed
• Bloomberg(Mac Margolis): Brazil's Bolsonaro Is Trump's Biggest Orphan
• Bloomberg(John Authers): Stock Market's Biden Rally Has the Look of Fool's Gold
• Bloomberg(Barry Ritholtz): Avoiding Crisis Is Not Creating Prosperity
• Bloomberg(Clara Ferreira Marques): Covid-19 Is Whipping Up a Cold Russian Winter
• Bloomberg(Jonathan Bernstein): What Is Donald Trump Accomplishing Right Now?
• Bloomberg(Jonathan Bernstein): Trump’s Trumpy Transition Saps Biden and Himself
• Bloomberg(Andreas Kluth): How Hydrogen Is and Isn’t the Future of Energy
• Bloomberg(Max Nisen): Pfizer Vaccine Data Offers Real Pandemic Optimism
• Bloomberg(Tim Culpan): Apple Must Find Answers for China Supplier Labor Violations
• Bloomberg(Mark Gilbert, Marcus Ashworth): Biden Boosts the Euro, But the Dollar Is Still King
• Bloomberg(Scott Duke Kominers, Alex Tabarrok): Covid-19 Vaccine Lottery Is a Winning Strategy
• CNBC(Sharon Epperson): What Kamala Harris as vice president means for my daughter
• CNN(Samantha Vinograd): Trump team needs to accept reality so transition can work
• CNN(Penn Jillette et al): After bitterly divided election, what's next for America
• CNN(Charlie Dent): Opinion: What Donald Trump just doesn't get about Pennsylvania
• CNN(Peniel E. Joseph): Opinion: Black voters led America in the winning direction. Now what?
• MarketWatch(Mark Hulbert): Why the S&P 500’s return over the next 10 years will be nothing like the last 10
• MarketWatch(Pierre Briançon): European leaders are eager to deal with Biden after 4 rancorous years
• MarketWatch(Pierre Briançon): Boris Johnson has lost his U.S. Brexit supporter. Biden's election backs him into a corner
• MarketWatch(Peter Morici): Investors should stick with stocks in these uncertain times
• Fox News(Liz Peek): Biden the uniter? Here's why I don't think it will happen
• Fox News(Miranda Devine): If there's fraud in the 2020 election, then we must find it
• Reuters(Clyde Russell): China crude oil imports are likely weaker than data suggests
• Reuters(Andy Home): China's copper import boom leaves other metals cold
• Nikkei Asian Review(Brad Glosserman, Ellis S. Krauss): Japan must relax its fear of a Democrat in the White House
• 문화(사설): ‘월성 원전 기획 살인’ 대자보와 與 황당한 수사 음모론
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