[Markets]
• 한국: 코스피 1.35% 상승 마감…8일 연속 랠리
[Indicators]
• US Oct. Construction backlog: Construction Backlog Rebounds in October Along with Contractor Optimism
• US Weekly Mortgage rates·applications: Mortgage demand from homebuyers drops to lowest level in 6 months
• China Oct. New Yuan loans: China Oct bank loans fall more than expected but broader credit growth quickens
• China Oct. Car sales: China leads global auto industry recovery from virus with Oct sales rising 12.5%
• 한국 9월 국내은행 원화대출 연체율: 9월 은행 연체율 가계·기업 동반 하락… 역대 최저
• 한국 10월 고용: 최악 고용시장…10월 취업자 42만명 줄어 6개월만에 최대폭
• 한국 10월 수출입물가: 10월 수출물가 2.6%↓…약 2년 만에 최대 하락
• 한국 10월 금융시장동향: 10월 은행 가계대출 10조 넘었다… 대출로 확인된 전세난
• 한국 11월 1~10일 수출: 11월 1∼10일 수출 20.1% 증가…일평균 기준 12.1%↑
• Brazil Sep. Retail sales: Brazil Sept retail sales reach new highs, but momentum slowing sharply
• Indonesia Sep. Retail sales: Indonesia retail sales in Sept fall at slower pace- cbank survey
• COVID-19: Johns Hopkins University Live Updates
[News]
※ OPEC: MOMR November 2020
• WP: Why GOP superlawyer Ben Ginsberg is bucking his party and blasting Trump’s baseless election claims
• Bloomberg: China Shouldn’t Make Biden’s Job Harder
• CNBC: Biden Covid advisor says U.S. lockdown of 4 to 6 weeks could control pandemic and revive economy
• MarketWatch: Short sellers lost $5.5 billion so far in November. Here are the trades that hurt the most
• SCMP: China’s makers of lockdown goods eyeing next windfall as coronavirus shutdowns return to the West
• Global Times: Chinese investments grow in ASEAN as economic ties deepen
• 매경(P1): 중대 산재땐 기업에 5배 손해배상
• 매경(P1): [단독] 바이오디젤 혼합의무비율 최대 5%로
• 매경(P1): 이낙연 "국회, 세종으로 완전 이전"
• 매경(P1): 법제처, 김해공항 확장 제동…가덕도 신공항 다시 급부상
• 매경(P1): 11년 공회전 `여의도 大개조`…국회 옮기고 100층 빌딩 짓자
• 매경: 전기료에 환경비용도 반영하자는 한국전력
• 매경: 포스코에너지, 국내첫 LNG거래 사업 진출
• 매경: 정책형 뉴딜펀드가 사모펀드라고?
• 매경: MSCI에 SK바이오팜-케미칼 편입
※ 이번 MSCI 반기 리뷰에서 SK바이오팜, SK케미칼, 두산중공업이 신규 편입
• 한경(P1): "주 52시간 피하자"…사장님은 회사를 8개로 쪼갰다
• 한경: 연말까지 대출 받기 더 어려워진다
• 한경: "亞 신재생에너지 인프라 집중 투자"
• 한경: 엉터리' 한국감정원 통계 손본다
• 서경(P1): 3%룰' 개별합산해도 투기자본 공격 무방비
• 서경: 삼성전자 5년 만에 애플 칩 만들까
• 서경: 해외건설의 뒷심···벌써 작년 수주액 넘었다
• 조선(P1): “코로나 시대, 포퓰리스트는 참혹한 실패”
• 조선(P1): 월성 경제성 평가前… “文대통령에게도 ‘즉시 가동중단’ 보고”
• 조선: 화웨이의 몰락으로 또 다른 기회 잡은 삼성
• 동아(P1): [단독]檢, 원전폐쇄 총괄 공무원 피의자로 조사
• 동아: 포스트 코로나 시대 비즈니스 전략 제시
• 한국(P1): 文, 내일 바이든과 첫 통화…'포스트 트럼프' 정상외교전 시동
• 한겨레(P1): “미·중 관계 트럼프 이전 돌아가는 마법 없을 것”
• 머니투데이: 석탄발전소 없는데…미세먼지는 국내 최악 '전북 미스터리'
• 머니투데이: 정부는 집값 잡았다는데…신고가 아파트 속출
• 머니투데이: "세입자 무서워 같은 집 한채 더" 임대차3법에 맞서는 집주인들
• 헤럴드경제(P1): 코로나로 부각된 ‘5RE’…모든게 달라진다
• 헤럴드경제(P1): 박지원 ‘文-스가선언’ 제안…日 “현실적이지 않아”
• 헤럴드경제: ESG 책임투자 100조 달러 시장…15년 만에 ‘16배 성장’
• 헤럴드경제: ETF·펀드부터 채권까지…ESG투자 이미 대세
• 헤럴드경제: 금투업계 ‘탈석탄’ 선언…ESG 바람 여의도로
• 헤럴드경제: 두산솔루스 ‘OLED 재료’ 생산 中공장 세운다
• 파이낸셜뉴스(P1): 혼돈의 전월세시장… 계약갱신 분쟁 10배
• 파이낸셜뉴스: 丁총리 "전세난 심각… 공급확대 정책 준비하고 있다"
• 파이낸셜뉴스: 전셋값 상승률 '매매의 7배'
• 파이낸셜뉴스: 임차인 보호 노력 한다지만… 한국같은 사례 없어
• 파이낸셜뉴스: ‘공정경제 3법’ 수정 가능성 시사한 與… 재계 불안감 달래기에는 역부족
• 아시아경제: 두산인프라코어 매각 연내 마무리 될까
• 디지털타임스(P1): 증세 또 꺼낸 KDI… 내년 성장률 3.1%로 하향
※ KDI: KDI 경제전망, 2020 하반기
• 디지털타임스: 서정진 "셀트리온 코로나 항체치료제 4~5일내 바이러스 사멸"
• 이데일리(P1): [혁신 키우는 규제자유특구]①규제 대못 뽑자‥1년 만에 3000억 몰려
• 이데일리: 韓 정책 끌고 바이든 미는데…뉴딜ETF 수익률 '제자리'
• 이데일리: [출구없는 전세난] 테이블에 올릴 '대책'이 없다
• 뉴스1: 강릉 수소연료전지발전소 갈등 '심화'
• KBS: 시민환경단체, “삼척석탄화력발전소 건설 중단 촉구”
• 팍스넷뉴스: [두산인프라코어 M&A] 높은 몸값에 원매자 이탈
• 뉴스웨이: 대한상의 차기 회장에 최태원-구자열 2파전…연말께 윤곽
• 비즈니스포스트: 두산인프라코어 소송 리스크 변수로, 인수전 참여기업 셈법 복잡해져
• 아이뉴스24: 한전의 인니·베트남 석탄화력사업, 재생에너지·LNG로 전환해야
• 이뉴스투데이: ‘석탄사업’ 버린 산업계…친환경에 미래 걸었다
• 에너지경제: "재생에너지 비용 산정에 시장·계통 영향 비용 반영 필요"
• 이투뉴스: 신산업 대표라더니' 사라진 ESS 지원정책
• Equipment World: Dodge Construction Outlook forecasts only slight recovery for 2021
• 대한경제: 이번엔 재해처벌법…건설업계 숨통 죈다
• 대한경제: 출구 없는 전세대란…양도세 중과 늦춰 해법 찾을까
• OilPrice.com: Is This The Perfect Battery For Electric Vehicles?
• OilPrice.com: Germany’s Growing Gas Demand Shows No Signs Of Slowing
• OilPrice.com: Lockdowns And More Lockdowns Threaten Oil Demand
• OilPrice.com: Russia: It’s Too Early To Talk About Tweaking OPEC+ Deal
• 전자신문(P1): K-가전 수출길 막막...“미국 갈 배가 없어”
• 전자신문: [이슈]국회로 옮겨간 복수의결권-CVC 도입 논쟁
• 디지털데일리: 출시 빨라진 ‘갤럭시S21’, 갤노트20 부진 메울까
• Phone Arena: COVID influences how U.S. consumers buy new smartphones
• Network World: Highflying Nvidia widens its reach into enterprise data centers
• Hannover Messe News: Serial heroes
• Robotics & Automation News: AI Enabled Robots are Coming
• Robotics & Automation News: Robots help fight the war against infectious disease
• 로봇신문: 中 카페 로봇 'COFE+' 공개...커피에 말차까지 제조
• Nikkei Asian Review: Japan seeks 1-year deal on US base funding in high-level talks
• Nikkei Asian Review: Japan eyes US-style law to sanction Uighur human rights abuses
• Nikkei Asian Review: Japan's tsunami-hit Onagawa reactor receives final restart approval
• Nikkei Asian Review: Over 30% of Japanese companies revise net profit forecasts higher
• Nikkei Asian Review: Japan and Taiwan companies to gain from China's quick recovery
• Nikkei Asian Review: What does Pfizer's vaccine mean for Asia? Five things to know
• Nikkei Asian Review: Analysis: Biden's old friend Xi is not the man he once was
• Nikkei Asian Review: Honda to sell first 'level 3' self-driving car by March - Nikkei Asia
• Economic Times: Economy may revive earlier than projected: RBI
• Business Standard: Stimulus 4.0 might come before Diwali, focus on jobs and stressed sectors
• Business Standard: RBI remains net purchaser of US dollars in September, buys $8.172 bn
• Hindustan Times: Cabinet approves Rs 2L-CR package to boost demand
• Hindustan Times: Cabinet approves PLI scheme for 10 sectors: All you need to know
• Folha de S.Paulo: It Has to Stop Being a Country of Fags', Says Bolsonaro about Combating Covid-19
• Moscow Times: Curfew Darkens Outlook for Moscow’s Night Spots
• Jakarta Post: Ministry to expedite PPP projects worth Rp 76 trillion
• Jakarta Post: Prabowo leads 2024 electability survey
• Viet Nam News: Pandemic causes bad debts to surge
• Viet Nam News: Ministry of Finance to issue green bonds in 2021
• Viet Nam News: Economic reforms will improve resilience after COVID-19: experts
[Opinions]
• Project Syndicate(Enrico Giovannini): How Italy Can Green “La Bella Vita” by Enrico Giovannini
• Project Syndicate(Elizabeth Mrema, Carlos Manuel Rodriguez): How Public Development Banks Can Help Nature
• FT(Editorial Board): Capital gains reform would bring limited benefits
• FT(Editorial Board): Donald Trump’s dangerous election reversal game
• FT(Megan Greene): Fear is a more potent weapon than we know in the fight against Covid
• FT(Robert Shrimsley): Joe Biden’s victory proves that anger is an enemy for Keir Starmer
• FT(Gillian Tett): Can Americans learn to trust a Covid vaccine?
• FT(Nick Butler): Pandemic shock to energy use risks undermining efficiency gains
• FT(David Gardner): Biden is likely to rethink much of Trump’s Middle East policy
• FT(Jamil Anderlini): China’s ‘recolonisation’ of Hong Kong could soon be complete
• FT(Stephany Griffith-Jones): An investment bank to help the US prosper
• FT(David Sheppard): Oil producers have more than a pandemic to worry about
• FT(Michael Stott): Peru president’s ousting underlines resurgent Latin American populism
• FT(Henry Foy): Russian property firms ride Kremlin-fuelled housing boom
• FT(Lex): TikTok: limbo time
• FT(Lex): Alibaba: trust issues
• WSJ(Holman W. Jenkins, Jr.): It’s Biden’s Virus Now
• WSJ(Jason L. Riley): Blacks and Latinos for Trump
• WSJ(Phillip W. Magness): Case for Mask Mandate Rests on Bad Data
• WSJ(Jason Furman): The Economy Can’t Wait Until January
• NYT(Thomas L. Friedman): Only Truth Can Save Our Democracy
• NYT(Thomas B. Edsall): What Is Trump Playing At?
• NYT(Spencer Bokat-Lindell): 9 Ways Biden Could Change America in January
• NYT(Arthur Allen): Five Questions to Ask About Pfizer’s Covid-19 Vaccine
• NYT(Jesse Wegman): Trump, in Attacking the Election, Is Attacking Democracy
• WP(Editorial Board): The U.S.-E.U. trade war is mutually destructive. The two sides should finally negotiate.
• WP(Elizabeth Warren): What a Biden-Harris administration should prioritize on its first day
• WP(John R. Bolton): Time is running out for Trump — and Republicans who coddle him
• WP(David Ignatius): A furious behind-the-scenes battle to counter Trump’s threat to national security
• WP(Henry Olsen): We can be confident Trump’s voter fraud claims are baloney
• WP(Jennifer Rubin): Very few people besides Joe Biden could pull this off
• WP(Jennifer Rubin): The election can’t be ‘stolen.’ But something worse is happening.
• WP(George F. Will): How Joe Biden and Mitch McConnell can help each other
• WP(Paul Waldman): Joe Biden has a radical plan for government
• WP(Kathleen Parker): Be very afraid of a post-defeat Trump
• WP(Josh Rogin): The crisis at the top of the Pentagon is just beginning
• WP(Andy Card, John Podesta): The life-threatening costs of a delayed transition
• WP(Erica De Bruin): No, Trump is not attempting a ‘coup.’ Here’s why the distinction matters.
• WP(James Surowiecki): Vote-fraud claims stick better when disguised as ‘statistics’
• WP(Michele L. Norris): Biden is right that America needs healing. Just not yet.
• Bloomberg(Michael R. Bloomberg): Michael Bloomberg: Biden Needs a Bold Approach to Climate
• Bloomberg(Daniel Moss): Biden Stimulus Could Ease Asian North-South Divide if It Comes
• Bloomberg(Tim Duy): Biden Is Stepping Into a Dream Economic Scenario
• Bloomberg(John Authers): Vaccine Monday's FANG Rout Doesn't Make a Market Revolution
• Bloomberg(Therese Raphael): Pfizer Covid Vaccine: Should Millennials and Gen Z Get It First?
• Bloomberg(Jonathan Bernstein): A Big Challenge for Joe Biden Is Already in View
• Bloomberg(Noah Feldman): Trump Lost the Election and Won't Admit It. That's Bad for Democracy.
• Bloomberg(Hal Brands): America Needs to Keep Some Trumpism in Foreign Policy
• Bloomberg(Ramesh Ponnuru): Georgia Republican Senate Special Election Candidates Play Along With Trump
• Bloomberg(Tim Culpan): China's Antitrust Rules Will Threaten Alibaba, Tencent, Rivals
• Bloomberg(Timothy L. O'Brien): Why Trump Fears Leaving the White House
• Bloomberg(Sinan Ulgen): Erdogan and Turkey Have the Chance to Do Things Differently
• CNBC(Karen Firestone): Companies that adapted to Covid-19 could be the winners after the vaccine as well
• CNN(Andrew Chamberlain): How Biden can get the US job market back on track
• CNN(Lawrence C. Levy): These are the gatekeepers who let Biden win
• MarketWatch(Robert Pozen): Another stimulus bill is needed now to get Americans through 9 more months of the coronavirus pandemic
• Fox News(Greg Gutfeld): Gutfeld on the Democrats’ desire to name and shame Trump supporters
• 매경(사설): 원전 생태계 붕괴 막으려면 신한울 3·4호기 공사 다시 시작해야
• 조선(사설): “너 죽을래?” 조폭식 탈원전 협박 진원은 장관 아닌 靑
• 문화(정인교): 바이드노믹스 핵심과 친환경 변수
• 한겨레(석광훈): 원전 안전은 검찰의 면피용 장난감이 아니다
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