[Markets]
[Indicators]
• US Oct. Construction starts: Construction Starts Rebound 12% in October After Deep September Dip
• US Nov. Empire State manufacturing index: New York Manufacturing Expands at Slowest Pace in Three Months
• China Oct. FDI: FDI in China up 18.3 per cent in October
• China Oct. Industrial production, etc.: China Economy Gathers Steam, Setting Stage for a Strong End to the Year
• 한국 10월 주택 매매 심리지수: 서울 주택 매매 심리지수 지난달 반등
• 한국 10월 ICT 수출: 반도체 등 ICT 수출 5개월째 증가세 지속
• 한국 10월 자동차산업 동향: 한국GM파업에 車산업 흔들...생산 1.5만대 감소
• Japan Q3 GDP: Japan’s economy rebounds 5% in the third quarter
• India Oct. WPI: WPI inflation rises to 8-month high of 1.48% on pharma, metal prices
• Indonesia Oct. Balance of trade: Record-high trade surplus signals lingering weak demand
• Canada Oct. Home sales: Canadian Housing Market Gets Reality Check With Drop in Sales
• Thailand Q3 GDP: Thai Economic Slide Slows as Stimulus Counters Virus Impact
• COVID-19: Johns Hopkins University Live Updates
[News]
• WSJ: Central Bank Is Committed to Using All Available Tools to Boost Economy, Top Fed Official Says
• WP: Judy Shelton’s confirmation to the Fed faces tight vote after Sen. Alexander voices opposition
• WP: It’s important to ask why 2020 polls were off. It’s more important to ask what will happen next.
• Reuters: Exclusive: EU eyes COVID vaccine deal with Moderna at less than $25 per dose, says source
• Reuters: Factbox: Moderna's mRNA coronavirus vaccine
• MarketWatch: Who's right, the markets or the economists?
• Global Times: China’s GDP to expand 2% in 2020: experts
• Global Times: Taiwan faces Asia-Pacific isolation after RCEP exclusion
• 매경(P1): 네이버·쿠팡·SK `온라인쇼핑 삼국지`
• 매경(P1): 대한항공·아시아나 원브랜드로 합친다
• 매경(P1): 수도권 거리두기 1.5단계로 올린다
• 매경: "규제 3法,정당성 없고 포퓰리즘만"
• 한경(P1): "배달의민족 인수하려면 요기요 팔아라"…공정위, 사실상 불허
• 한경: 弱달러에 강했던 삼성전자…'10만전자' 될까
• 한경: "내년 증시 경계 대상은 바이든·코로나"
• 한경: 천장 뚫린 컨船 운임…선박 발주 몰려온다
• 한경: 냉동 보관 필요없는 코로나 백신 개발 활발
• 한경: 저유가 장기화…정유업계, 끝모를 불황 터널
• 서경(P1): 벼랑 끝 중기, 내년 3월 신용강등 쓰나미 온다
• 조선(P1): 靑이 ‘가덕도’로 입장선회하자 반대하던 국토부도 돌아섰다
• 인베스트조선: 친환경' 신사업 시계 빨라진 대형건설사들
• 문화(P1): 전국 시·군·구 46%가 인구감소로 ‘소멸 위험’
• 문화(P1): 中 왕이, 내주 방한 가능성… 24일엔 방일
• 한겨레(P1): 여당에 성난 노동계 “중대재해처벌법 여당 왜 머뭇대나”
• 머니투데이: "삼성도, 바이든도…" 코로나시대 산업 키워드는 '넷제로'
• 머니투데이: 실적 살아난 두산重 10년간 끄떡없다…수주 속도에 탄력
• 머니투데이: "집 빼줄테니 전세 중도금을 달래요"…전세도 중도금시대?
• 헤럴드경제: 두산인프라코어 中법인 잇단 설립…매각 앞두고…중국시장 공략 박차
• 파이낸셜뉴스: "공정경제3법, 정부안 토대로 대안 만들 수 있어" [인터뷰]
• 파이낸셜뉴스: 지방까지 번진 전세난… 역대 최고치 찍은 부동산 지표
• 아시아경제(P1): 공장도 주거용 전환…10만호+a 전세공급
• 디지털타임스(P1): 정의선 체제 과감한 투자… 모빌리티 기업 변신
• 디지털타임스: 두산솔루스, 사명 바꾸고 `희망의 날갯짓`
• 이데일리(P1): 삼촌' 구본준 독립…LG, 구광모 체제 확고
• 이데일리(P1): "코로나發 경제쇼크 대응, 정책 약효 통했다"
• 이데일리: 코로나가 당긴 ESG투자…“물꼬 터줄 키맨은 연기금”
※ (주)두산: 3/4분기 ㈜두산 경영실적
• Renewables Now: 2020 could be a record year for US wind turbine installations - EIA
• FuelCellsWorks: The World Economic Forum Names Green Hydrogen its Top 10 Emerging Technologies of 2020
• 에너지데일리: “ESS 가동중단 손실 보전해준다”
• 에너지데일리: “‘2050 장기저탄소발전전략’ 의견 수렴한다”
• 이투뉴스: 서부발전, 태안화력서 대규모 CCUS 실증 추진
• Equipment World: Compact excavator data for new and used sales trends
• 대한경제: 건설업역 폐지 ‘2차 시범사업’ 본격화
• OilPrice.com: Will Biden Lead To More Or Less Volatility In Oil Markets?
• 전자신문(P1): 8인치 파운드리 초호황에...韓 시스템 반도체 업계 '수급난'
• 전자신문(P1): 정부 '애플워치SE 이상 발열' 자문위원회 연다
• 전자신문: 정부 "수소 연료비 최대 ㎏당 4000원 보조 검토"
• ZDNet Korea: PC 제조사들 울상 "노트북 LCD 패널 모자란다"
• 디지털데일리: 아이폰12미니도 ‘오류’ 현상…잠금화면 터치 불량
• Phone Arena: Take a look at Samsung's next budget smartphone
• 로봇신문: ‘대구국제로봇산업전’ 이달 24일 개막
• 물류신문: [창간 23주년 특별기획] 물류로 보는 가까운 미래
• 물류신문: Part 1. 사람 손 거치던 물류, 이제 로봇이 한다
• 물류신문: Part 2. 5G 통해 이제 달라진 물류 만나다
• 물류신문: Part 3. 미래 물류의 중심에는 '플랫폼 산업' 있다
• 물류신문: Part 5. 물류, 이제 스스로 간다 ‘자율주행’
• Nikkei Asian Review: Japan's Suga and IOC's Bach agree Olympics to take place in summer
• Nikkei Asian Review: Corporate Japan steps up fight against carbon emissions: poll
• Nikkei Asian Review: Saudi finance minister vows reforms and robust recovery next year - Nikkei Asia
• Hindustan Times: RCEP deal that India didn’t join stands signed now. What’s next? - world news - Hindustan Times
• Myanmar Times: China forecast to be top Myanmar investor this fiscal year: UMFCCI
[Opinions]
• Project Syndicate(Philippe Legrain): Populism After Trump
• Project Syndicate(Jayati Ghosh): Vaccine Apartheid
• Project Syndicate(Jim O’Neill): A No-Brainer for the G20
• Project Syndicate(Arvind Subramanian): America Should Rewrite the China Trade Contract
• Project Syndicate(Laurence Tubiana): Europe and China Take the Climate Reins
• FT(Editorial Board): A post-Brexit trade deal is vital to the UK’s future
• FT(Editorial Board): Gulf social changes are in the global spotlight
• FT(Gideon Rachman): Biden’s flawed plan for global leadership
• FT(Robin Wigglesworth): Zambia’s debt crisis casts a long, global shadow
• FT(Courtney Weaver): Anti-Trump Republicans map an uncertain future
• FT(Oren Cass): The US is not massed on opposite sides of a political divide
• FT(Lex): Moderna/vaccines: getting warmer
• FT(Lex): Debt covenants: surfing the waivers
• WSJ(Gerard Baker): Four Seasons Total Landscaping Isn’t Exactly the Reichstag
• WSJ(Mark Penn): America’s Shockingly Moderate Electorate
• NYT(Editorial Board): The New World Order That President Biden Will Inherit
• NYT(Frank Bruni): Was It Worth It, Jared and Ivanka?
• NYT(Charles M. Blow): Trump, the Absolute Worst Loser
• NYT(Gail Collins, Bret Stephens): The Man Who Wouldn’t Concede
• NYT(Gurbir S. Grewal, Jeremy Feigenbaum): How Progressive States Can Respond to Conservative Courts
• WP(Jennifer Rubin): Republicans’ last gasp in Georgia
• WP(Jennifer Rubin): The Republican Party is much worse off than we thought
• WP(Eugene Robinson): Amid the worst of the pandemic, our mad king rages only about himself
• WP(Todd Webster): How Joe Biden as president could work with Mitch McConnell
• WP(Samuel Huneke): Can we hold Trump and his allies accountable without further splitting America?
• WP(Alyssa Rosenberg): Trump’s loss won’t end the Trump Show. What could possibly replace it?
• Bloomberg(David Fickling): RCEP Pact Reflects Return to Might-Is-Right Global Trade Era
• Bloomberg(Noah Smith): Biden Transition Teams Hint at Economic Policy From China to Climate
• Bloomberg(Mihir Sharma): This Is No Time for India to Turn Away From Trade
• Bloomberg(Brian Chappatta): Junk Bond ‘Rally’ Tells a Deceptive Story
• Bloomberg(Shuli Ren): What If That Bond Issuer Never Meant to Pay You Back?
• Bloomberg(Barry Ritholtz): Yield Hunters Have Three Options
• Bloomberg(Karl W. Smith): Judy Shelton Fed Confirmation Would Make Central Bank Partisan
• Bloomberg(Jonathan Bernstein): Donald Trump's Tantrum Could Do Real Harm
• Bloomberg(Cass R. Sunstein): There’s Nothing Nefarious About Executive Orders
• Bloomberg(Ferdinando Giugliano): Christine Lagarde's ECB Is Planning Its Very Own E-Currency
• Bloomberg(Clara Ferreira Marques): China Copper Futures Have Timing and Luck to Succeed
• Bloomberg(Max Nisen): Why Moderna’s Vaccine Win Is a Giant Leap Against Pandemics
• Bloomberg(Natasha Sarin): Where Biden Can Find $1 Trillion in Tax Revenue
• Bloomberg(Elisa Martinuzzi): Big U.S. Bank Merger Means Big Smiles All Around
• CNN(Elie Honig): The reason Trump's election lawsuits are tanking
• CNN(Ed Morales): What the 2020 election reveals about Latino voters
• CNN(Stephen Heintz): Why Biden needs a White House Office for Democracy
• CNN(Michael J. Dowling): How Biden can fight Covid-19 on a global scale
• MarketWatch(Paul Brandus): China, with Asia trade deal, turns up the heat on the U.S.
• MarketWatch(Pierre Briançon): What Boris Johnson's COVID isolation and firing of hard Brexiteers means for the U.K.-EU trade talks
• MarketWatch(Peter Morici): With Biden, relations with Europe will only be cosmetically better
• Fox News(Mike Pence): SpaceX Crew-1 launch proves NASA is back, President Trump has secured America's leadership in space
• Fox News(Liz Peek): Trump's 2020 supporters – what they had to overcome to vote for 4 more years
• Fox News(Doug Schoen, Carly Cooperman): Election 2020 – Biden, Dems hurt by this and here's how they can bounce back
• Nikkei Asian Review(Deborah Elms): RCEP agreement will transform trade in Asia, for Asia - Nikkei Asia
• 세계(강희찬): 전기요금, 이제는 탄소가격 반영해야
• 파이낸셜뉴스(정도진): 바이든의 친환경 정책과 세계 최초 수소법 기대
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