[Markets]
• 한국: 삼성전자 주가 급등…역대최고 6만3200원
[Indicators]
• US Nov. Consumer sentiment: Consumer Sentiment Fell in First Half of November
• US Weekly Rig count: U.S. Oil Rig Count Rises For The Eighth Week In A Row
• US Q4 GDP Nowcast: Nov 13, 2020: New York Fed Staff Nowcast
• Eurozone Q3 GDP(rev.)Euro zone third-quarter GDP quarter-on-quarter surge revised marginally down
• 한국 9월 통화 및 유동성: 초저금리에 기업대출 급증...9월 통화량 또 '사상 최대'
• 한국 주간 아파트 전세수급지수: 서울 전세수급지수 131 `최악`…숫자로 확연히 드러난 전세難
• Japan Oct. Balance of trade: Exports shrink 5.12% in Oct on sharp fall in oil, jewellery shipments
• COVID-19: Johns Hopkins University Live Updates
[News]
• WSJ: U.S. Backs Down on TikTok
• WP: In public, Biden waxes poetic about the Senate. But behind the scenes, his views are more nuanced.
• Bloomberg: Crucial Vaccine and Treatment Data Only Days Away
• Reuters: Johnson & Johnson, U.S. government expand pact to support next phase of COVID-19 vaccine R&D
• Reuters: Johnson & Johnson, U.S. government expand pact to support next phase of COVID-19 vaccine R&D
• Reuters: Exclusive: Top official on U.S. election cybersecurity tells associates he expects to be fired
• MarketWatch: Joe Biden’s pandemic plan: Restore Obamacare, mandatory masks, paid sick leave and free COVID-19 tests
• MarketWatch: Stock-market investors are 'living through 3 transitions' and short-term volatility may be 'gut wrenching'
• MarketWatch: This chart shows how 'The Big Three' may soon be two
• Business Insider: Top CEOs met to discuss Trump's refusal to concede to Biden
• New York Post: COVID-19 vaccine creator: Life could return to 'normal' next winter
• SCMP: China-Australia relations: do Beijing’s anti-dumping and anti-subsidy investigation claims hold up?
• Global Times: China no longer seeks to blindly expand exports under dual circulation strategy: former official
• 매경(P1): 상위10% 고소득자 신용대출 확 조인다
• 매경(P1): SK, 아마존과 손잡고 온라인쇼핑 판흔든다
• 매경(P1): 친환경 소비 年30조…10년새 2배로
• 매경: 기업도 정부도 `친환경` 우선
• 매경(P1): "北, 바이든 관심끌려고 도발할 수도"
• 매경: "대북 이슈서 소외됐던 日, 목소리 낼수도"
• 매경: "北우라늄 광산 채굴 10월부터 부쩍 늘어"
• 매경(P1): 친환경차시대 코앞인데…갈길 먼 한국
• 매경(P1): `세계 최대FTA` 탄생…文 "다자주의 회복에 기여"
• 매경(P1): 아시아나 16일 운명의 날…정부, 빅딜案 내놓을 듯
• 매경(P1): [단독] 하나투어 결국…전원 무급휴직
• 매경: 마이크론 추격에 애플 칩까지…삼성이 위험하다
• 한경(P1): 이미 556조 '초슈퍼예산'인데…국회는 "증액 받고 증액 더"
• 한경(P1): [단독] 대한항공·아시아나 정비부문 떼내 합친다
• 한경(P1): [단독] 승계·M&A·사외이사…경영 전방위 개입하겠다는 국민연금
• 한경(P1): 2050 탄소중립'…한국은 준비돼 있나
• 한경: 미적거리는 개도국…인도·브라질은 동참 안 해
• 한경: 발전단가 비싼 재생에너지…전기료 인상 불보듯
• 한경(P1): 정세균 "수도권·강원 거리두기 격상 검토"
• 한경: 韓·美 방위비 협정 '다년 계약'으로 바뀔까
• 서경(P1): 이낙연 "한일 정상 만나야" 스가 "조건 갖춰져야 방한"
• 서경(P1): 복덕방보다 빠른 ‘온라인 플랫폼’···투자 컨설팅도 원스탑[토요워치]
※ 기재부: [보도참고] 2020년 11월 최근 경제동향
• 서경(P1): "주주권한 침해 '노동이사제' 문제있다"
• 서경: 금융노조 '노조추천 이사제' 거센 압박
• 서경(P1): 당정, 법정 최고금리 文 공약대로 '20%까지' 낮춘다
• 서경(P1): 新외감법 후폭풍···정부, 감사비 폭등 막는다
• 서경: 바이든 시대' 무역확장법 완화될까
• 서경: 환경부 '미래차 보급' 속도낸다
• 서경: 美 바이든 측근 "北 방치하지 않겠다"
• 서경: 전세가율 두달째↑···갭투자 다시 고개드나
• 조선(P1): ‘월성원전, 경제성 낮게 하겠다’ 산업부가 靑에 보고
• 중앙(P1): “부동산 공시가 90%…참 교묘한 증세 방법”
• 동아(P1): 민노총 ‘100명미만 쪼개기 집회’ 강행 논란
• 동아(P1): 전세난, 정말 참고 견디면 됩니까?
• 동아(P1): 총리실 검증위 ‘김해신공항案 폐기’ 가닥
• 문화: 정부 ‘뉴딜사업’ 따라가느라 빚내는 지자체
• 세계(P1): 日 원전 오염수 방출 강행 가능성… 한·일 경색 풀 출구전략 악영향 우려
• 세계: 한빛원전 3호기 2년 6개월 만에 재가동
• 머니투데이(P1): "상속세 3번 내면 경영권 사라진다"…국내 100년 기업 9개뿐
• 머니투데이: 상속세 한국 11조, 미국 7조, 스웨덴 0원…정의로운 나라는?
• 머니투데이: 상속세 OECD 2위·소득세 7위…이중과세 반발 나오는 이유
• 머니투데이: 살던 집 팔아 상속세? 남 일 아니다…1주택자도 세금 비상
• 머니투데이: 상속세 마련 못해 '눈물의 매각' 나선 기업들
• 머니투데이: "차라리 기업 대신 현금을 물려주겠다"
• 머니투데이: 정부 “내년 세금 9조 덜 걷힌다”…예결위 ‘장밋빛 전망’
• 머니투데이: [단독]유턴기업들이 밝힌 '유턴이유'
• 머니투데이: 韓 고위급 연이은 일본행 이유는…올림픽·현금화·바이든
• 헤럴드경제(P1): ‘빅브러더 통제’ 갇힌 기업들…“2021년 제발 건너뛰고 싶다”
• 헤럴드경제(P1): 2030년까지 무역 2조달러 시대 연다
• 헤럴드경제: 대출 죄고 세금폭탄 때려도…초고가 아파트 늘어만 간다
• 헤럴드경제: 제일 싼 ‘아이폰12 미니’도…최소 67만원 줘야 살 수 있다
• 헤럴드경제: “요동치는 민심을 잡아라”…여야, 부동산 입법전쟁 ‘시즌2’
• 파이낸셜뉴스: IMF, 한국 GDP 세계 10위 전망
• 파이낸셜뉴스: 日 정부도, 기업도 '그린 리커버리' [글로벌리포트]
• 아시아경제: 국책硏 잇따라 "재정건전성 문제 시급"강조…증세 논의로 가나
• 아시아경제: 北경제 -10% 전망까지…커지는 퍼펙트스톰 공포
• 아시아경제: 산업·기업·수출입은행 지방 이전 본격화…원안위도 유치전
• 디지털타임스(P1): 전세 추가대책 이르면 18일 발표
• 이데일리: 1100원 위협하는 환율에 손익계산 분주한 기업들
• 이데일리: 원·달러 환율 하락에 수출기업 불안감 '고조'
• 이데일리: 고심 깊어진 北김정은…바이든 당선 일주일째 ‘침묵’
• 이데일리: 조셉 윤 "北, 트럼프 재선 실패에 실망했을 것"
• 이데일리: "외교베테랑 바이든, 韓美日공조 중시…관계복원 요구할 것"
• 이데일리: 한수원, 춘천시와 손잡고 농촌지역 연료전지발전소 건설
• 연합인포맥스: (주)두산, 두산중공업 유상증자에 4천203억 참여
• 이투데이: 두산건설, 3분기 순이익 268억 흑자전환
• 글로벌이코노믹: [글로벌-Biz 24] 두산重·두산렌체스, 폴란드 친환경 플랜트 사업 '첫삽'
• 에너지경제: 거래소, 탄소효율 그린뉴딜지수 발표...‘탄소중립 실현’ 기여
• 에너지경제: 석탄발전업계, 잇단 탄소중립·탈석탄 선언에 한숨
• 에너지경제: 日, 이산화탄소 프리 수소 공급망 실증운용 눈앞
• 대한경제: 수주지원 말로만…바닥 난 수은 특별계정
• OilPrice.com: Why A COVID Vaccine Won’t Invigorate The Oil Market
• OilPrice.com: The Great Struggle For Iraqi Oil May Be Drawing To A Close
• OilPrice.com: Oil Majors Aren’t Worried About A Biden Presidency
• OilPrice.com: Will Japan Ever Reboot Its Nuclear Industry?
• OilPrice.com: Iraq's Latest Attempt To Corner Asian Oil Markets
• OilPrice.com: Europe’s Green Deal Is Bad News For U.S. LNG
• OilPrice.com: Libya’s Oil Production Exceeds 1.2 Million Bpd
• OilPrice.com: Brazil Is Emerging As The World’s Leading Offshore Oil Producer
• 전자신문: 내년 '스마시티 5대 기술' 전국 확산 원년으로
• Phone Arena: TikTok is saved in the U.S. for now; Biden could change U.S. policy on Huawei and net neutrality
• Phone Arena: No evidence that Samsung is working on the Galaxy Note 21
• Phone Arena: Samsung may have just teased its rollable phone
• Phone Arena: We finally know everything about Samsung's cheapest 5G smartphone, just in time for its release
• Robot Report: How a leading British architect uses Spot for site documentation
• 로봇신문: ABB "쌍순환 등 정책 힘입어 中 로봇 시장 전망 밝아"
• 물류신문: [물류센터2020] 물류센터 투자, 어디로 몰리나?
• 물류신문: [물류센터2020] PART 1. 자산운용사들 자산 변화
• Nikkei Asian Review: Japan to develop drone-hunting lasers
• Nikkei Asian Review: RCEP to remove tariffs on 86% of Japan's exports to China
• Nikkei Asian Review: Germany walks tightrope between China and rest of Indo-Pacific - Nikkei Asia
• Nikkei Asian Review: Japan megabanks brace as a resurgent COVID haunts economy - Nikkei Asia
• Nikkei Asian Review: Samsung to challenge Sony's stronghold in image sensor market
• Business Standard: Russian 'Sputnik V' vaccine arrives in India for human clinical trial
• Hindustan Times: Indian economy may be recovering faster than anticipated: Oxford Economics
• Folha de S.Paulo: Extreme Poverty Affects 13.7 Million Brazilians, Says IBGE
• Folha de S.Paulo: Bolsonaro Ignores Biden's Victory for The 6th Day and Asks if USA Elections Are Over - 13/11/2020 - World - Folha
• Jakarta Post: COVID-19, bureaucratic inefficiency hurt foreign business confidence in Indonesia: Survey
• Viet Nam News: First centre of ASEAN Smart Logistics Network launched
[Opinions]
• Project Syndicate(Josep Borrell): European Strategic Complacency Is Not an Option
• Project Syndicate(Gordon Brown, Robert Skidelsky): Job Creation Is the New Game in Town
• Project Syndicate(Anatole Kaletsky): Why Biden Can Overcome Political Gridlock
• FT(Editorial Board): Downing Street turmoil is a chance for a relaunch
• FT(Editorial Board): Taxing of private equity needs a rethink
• FT(Editorial Board): Markets have found reasons to be cheerful
• FT(Martin Wolf): Boris Johnson has secured a questionable legacy
• FT(Rana Foroohar): America’s other identity divide — class
• FT(Gavyn Davies): Democracies that failed the Covid test will struggle on climate change
• FT(Michael Mackenzie): A rotation in equity markets starts to emerge
• FT(John Dizard): The fairytale of market liquidity
• FT(Jonathan Ford): Carried interest is pure fiscal ‘cakeism’
• FT(Colby Smith): Covid vaccine news sends tremors through bond market
• FT(Camilla Cavendish): Climate diplomacy is winning its fight against a zero-sum mindset
• FT(Mark Leonard): Frugality exposes a Europe in need of optimism and reform
• FT(Pilita Clark): It’s time we had a better way to judge where to put our money
• FT(Henry Mance): Dominic Cummings’ exit must end the discord at Downing Street
• FT(Lex): China/GDP: think of a number
• FT(Lex): China/Trump: banned camp
• FT(Lex): Coronavirus/vaccine storage: keeping cool
• WSJ(Kimberley A. Strassel): Harvesting the 2020 Election
• WSJ(William A. Galston): Trump Remade His Party and the World
• WSJ(Peggy Noonan): Biden Knows What the Other Side Is Thinking
• WSJ(Andy Kessler): China Is Losing Its Bet on Chips
• WSJ(Scott Gottlieb, Mark McClellan): It’s Now Up to Governors to Slow the Spread
• WSJ(Joel M. Zinberg): We Don’t Need Government Mandates for Covid Vaccination
• WSJ(Allysia Finley): Voters Say No Thanks to Progressive Ballot Measures
• WSJ(Joseph Epstein): Donald Trump, the President His Detractors Loved to Hate
• WSJ(Charles Lipson): Let the Transition Proceed
• NYT(Editorial Board): This Coronavirus Surge Does Not Have to Be So Horrific
• NYT(Paul Krugman): A Republican Senate Would Be Bad for Business
• NYT(David Brooks): How Biden Could Steer a Divided Government
• NYT(Michelle Goldberg): The Post-Presidency of a Con Man
• NYT(Ross Douthat, Michelle Goldberg): What Happens if Trump Doesn’t Concede?
• NYT(Jamelle Bouie): 2020 Shows Why the Electoral College Is Stupid and Immoral
• NYT(Ivan Krastev): The Apocalyptic Politics of the Populist Right
• NYT(Roger Cohen): President Trump, Pack Your Bags and Be Gone
• NYT(Joseph Crespino): What Democrats Are Up Against in Georgia
• NYT(Susan E. Rice): Here’s How Trump’s Stalling Risks Our National Security
• WP(Editorial Board): Some local officials are resisting Trump’s big lie. Sadly, GOP senators aren’t as principled.
• WP(Editorial Board): China strikes its worst blow yet against autonomy and rule of law in Hong Kong
• WP(Editorial Board): ‘Personal responsibility’ isn’t working. We need mask mandates.
• WP(Editorial Board): The coronavirus’s origins are still a mystery. We need a full investigation.
• WP(Editorial Board): Trump’s purges are spreading, and it’s dangerous
• WP(Editorial Board): A Senate confirmation vote on Judy Shelton is a bad sign for the Fed — and Biden
• WP(Catherine Rampell): Trump has deliberately made our government more dysfunctional. Here’s how Biden can fix it.
• WP(David Ignatius): The global establishment’s advice for Joe Biden
• WP(Henry Olsen): This is Mike Pence’s moment to lead on the coronavirus
• WP(Jennifer Rubin): There’s a lot Biden can do for rural America. Red-state leaders should accept his help.
• WP(David Von Drehle): It’s been a year since covid-19 emerged. The world still isn’t ready for it.
• WP(Paul Waldman): Trump and Republicans are making the coming covid-19 nightmare worse
• WP(Paul Waldman): Trump’s strategy to have the courts swing the election lies in tatters
• WP(Greg Sargent): Biden’s team is being kept in the dark about the vaccine rollout. How bad is it?
• WP(Helaine Olen): How covid-19 is ripping us apart
• WP(Fareed Zakaria): Trump’s contempt for democratic norms could haunt us for years
• WP(Colbert I. King): Republicans never gave Obama a chance. I fear it’ll be the same with Biden.
• WP(James Downie): As a third covid-19 wave rises, Trump dawdles and Republicans hide
• WP(Leana S. Wen): What’s missing from Joe Biden’s covid-19 advisory board
• WP(Joe Straus): Why Democrats’ dreams of a blue Texas keep getting dashed
• WP(David Boies, Theodore B. Olson): David Boies and Theodore B. Olson: We opposed each other in Bush v. Gore. Now we agree: Biden won.
• WP(Tim Weiner): Trump just installed his own loyal deep state at the Pentagon
• WP(Melody Barnes, Kathryn Dunn Tenpas): Trump’s slowdown of Biden’s White House transition is putting us all in danger
• WP(Matthew Sanderson): Trump’s legal strategy is backward and dangerous
• WP(Fred Hiatt): Trump is putting this country through something unprecedented. Here are three scenarios.
• WP(Robert B. Zoellick): How Biden can work with a GOP Senate and make real progress
• WP(Jasmin Bath): Fighting back against Trump’s lies is the only way to prevent a comeback
• Bloomberg(Niall Ferguson): How Biden and Xi Can Keep the New Cold War From Turning Hot
• Bloomberg(Daniel Moss): What Happens When Singapore Runs Out of Sand?
• Bloomberg(Tyler Cowen): A Covid Vaccine Could Make Social Divisions Worse
• Bloomberg(Noah Smith): Socialism Isn't the Way to Win the Working Class
• Bloomberg(Andy Mukherjee): A Better Tomorrow Won’t Fix India’s Broken Today
• Bloomberg(Shuli Ren): Why Is China Regulating Big Tech Now?
• Bloomberg(Aaron Brown): Home Prices Are In a Bubble. Full Stop.
• Bloomberg(John Authers): Markets’ Worst Tail Risk Belongs to a Furry Mammal
• Bloomberg(Jim Bianco): OPEC's Got to Play the Coronavirus Waiting Game
• Bloomberg(Brooke Sutherland): You Can't End the Pandemic Without Freezers and Factories
• Bloomberg(Clara Ferreira Marques): In Africa’s Debt Fog, China Loses Too
• Bloomberg(Therese Raphael): With Cummings Gone, Johnson Has a Perfect Chance to Do Things Better
• Bloomberg(Ferdinando Giugliano): Biden Faces a Global Economy That's Tired of U.S. Antics
• Bloomberg(Lionel Laurent): France Offers Another Glimmer of Hope on Covid
• Bloomberg(Jonathan Bernstein): What’s Next for Donald Trump?
• Bloomberg(Andreas Kluth): Social Unrest Is the Inevitable Legacy of the Covid Pandemic
• Bloomberg(James Stavridis): Biden’s Defense Team Will Survive Trump’s Pentagon Massacre
• Bloomberg(Francis Wilkinson): The Big Question: How Do You Make Polls More Accurate?
• Bloomberg(Stephen L. Carter): Trump's Lawyers Are Just Doing Their Jobs
• Bloomberg(Cathy O'Neil): The Swing-State Power of Black Voters Is Real
• Bloomberg(Virginia Postrel): ‘Trumpism’ Without Trump Is an Inkblot Without Ink
• CNBC(Frederick Kempe): Trump will remain President-elect Biden’s greatest obstacle even after he takes office
• CNN(Julian Zelizer): The tragedy of Trump's refusal to concede
• CNN(Michael D'Antonio): What's next for the Trump show?
• CNN(Richard Galant): The damage Donald Trump is doing
• CNN(Timothy Stanley): The GOP is Trump's prisoner
• MarketWatch(Rex Nutting): Biden must heal divisions, but the other side must meet him halfway
• MarketWatch(Lina Saigol): Pfizer's CEO sold $5.6 million worth of shares on the day of its big vaccine news. So what?
• Fox News(Tucker Carlson): Joe Biden's agenda is meant for America's unhappy rich ladies and no one else
• Fox News(Hans von Spakovsky): Effort to win Georgia Senate races by bringing in out-of-staters to vote is illegal
• Fox News(Kimberley Strassel): Election 2020 -- Pelosi's top priority was remaking our electoral system. COVID helped her
• Fox News(Chuck DeVore): Chuck DeVore: GOP gains more support from voters of color in Texas and elsewhere — dashing Dem hopes
• Nikkei Asian Review(William Pesek): Why canceling the Olympics would be good for Japan's economy - Nikkei Asia
• 한경(한상춘): 환투기 세력, 美 대선 이후 왜 한국을 공격하나?
• 서경(사설): 월성1호기 수사에 "민주주의에 대한 도전"이라니
• 문화(정범진): 바이든 에너지 정책은 ‘脫탈원전’
• 경향(우석훈): 회색 수소, 수입 수소, 회색 뉴딜
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