Business Intelligence Monitor 211102

(Introduction)

[Markets]

•   Global: Global stocks march higher as investors await central bank meetings

•   Oil: Average Dubai crude oil price for Oct highest since 2014 - source

•   Oil: Brent crude's premium to Dubai jumps to 2013 high -data

•   Metals: China demand fears push copper to two-week low

•   Iron ore: Iron ore price lowest since September on Chinese steel curbs

•   Grains: CBOT wheat reaches highest price since December 2012

•   한국: 코스피, 기관 매수세에 소폭 상승…2,978.94 마감

•   한국: 구호 그친 탈탄소 선언...친환경株 찬바람

•   한국: 두산그룹주 하락 우세, 두산중공업 두산퓨얼셀 내리고 두산밥캣 올라

[Indicators]

•   OPEC Oct. Oil production: OPEC oil output rise in October undershoots target - survey

•   US Sep. Construction spending: Construction spending unexpectedly falls in September

•   US Oct. Manufacturing PMI(ISM): Worsening shortages, high prices restrain U.S. manufacturing activity

※   ISM manufacturing index slips 0.3 point to 60.8 in October

•   Germany Sep. Retail sales: German Retail Sales Fell in September

•   China Oct. New-home sales: China’s Home Sales Slump Persists, Clouding Economic Outlook

•   China Oct. Manufacturing PMI(Caixin): China’s Economy Weakens as Power Crunch, Covid Rules Hurt

•   Japan Oct. Car sales: Japan new car sales hit lowest for month of Oct. amid pandemic

•   India Oct. Balance of trade: Exports rise for 11th month, up 43.3% in October

•   India Oct. Employment: India Unemployment Rate Rises in October on Rural Joblessness

•   India Oct. GST collections: GST collections for October at Rs 1.3 lakh crore, second highest ever

•   India Oct. Manufacturing PMI: India's manufacturing PMI gains steam in Oct, expands for 4th straight month

•   한국 9월 주택매매: 거래절벽 계속…9월 서울 주택 매매량 작년보다 10.9% 줄어

•   한국 10월 무역수지: 10월 수출 24% 증가한 555억달러…역대 2위·10월 기준 최고

•   한국 10월 은행 가계대출 잔액: 5개월 만에 신용대출 줄었다

•   한국 10월 자동차판매: 반도체난에…10월 5개 완성차 업체 판매량 22% 급감

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: At COP26, Biden Calls for Climate Action Amid Wide Divisions

※   White House: FACT SHEET: President Biden Renews U.S. Leadership on World Stage at U.N. Climate Conference (COP26)

•   WSJ: Biden’s Glasgow Challenge Is to Convince World That U.S. Can Lead on Climate

•   WSJ: Manchin Reiterates Concerns About Democrats' Social-Spending, Climate Bill

•   WSJ: Global Covid-19 Death Toll Tops Five Million

※   U.S. has highest number of total confirmed deaths, followed by Brazil, India and Mexico, according to Johns Hopkins data

•   WSJ: Biden Administration Proceeds With Covid-19 Vaccine Mandates

※   Measures for private-sector businesses and federal contractors take shape—both in the face of lawsuits

•   WSJ: Long Covid: What to Know About Lingering Symptoms of a Covid-19 Infection

•   WSJ: Central Banks Fuel New Bets on Tighter Money as Inflation Rises Globally

•   WSJ: An Economy Out of Season

•   WSJ: Novavax Covid-19 Vaccine Gets First Authorization, in Indonesia

※   Company says it expects more countries will clear the vaccine in coming weeks, though U.S. is likely to take longer because of manufacturing issues

•   WSJ: Some of the World’s Last Covid-19 Travel Holdouts Are Reopening

•   WSJ: China Locks 30,000 Visitors Inside Shanghai Disneyland After One Guest Got Covid-19

•   WSJ: Chinese Developer Yango Group Proposes Bond Swap to Avoid ‘Imminent’ Default

•   WSJ: Biden Administration Targets Stablecoin Digital Currency for Banklike Oversight

•   WSJ: Mortgage Bond Sales Surged in October

•   WSJ: Bond Investors Embrace Fossil Fuels During a Sustainability Push

•   WSJ: Rivian Automotive Targets IPO Valuation Just Above $60 Billion

•   WSJ: EV Startups Lucid and Rivian Deliver First Models to Customers

•   WSJ: Farewell Offshoring, Outsourcing. Pandemic Rewrites CEO Playbook.

•   NYT: The U.N. leader warns that the world faces a ‘climate catastrophe.’

•   NYT: Even as Biden Pushes Clean Energy, He Seeks More Oil Production

•   NYT: Supreme Court Hints That It May Allow Challenge to Texas Abortion Law

•   NYT: How the Pandemic Has Added to Labor Unrest

•   NYT: How Often Do Covid Vaccines Cause Heart Problems in Kids?

•   NYT: Europe Fears That Rising Cost of Climate Action Is Stirring Anger

•   NYT: Once a Leading Polluter, the U.K. Is Now Trying to Lead on Climate Change

•   NYT: Thailand reopens to tourists from 63 countries without requiring quarantine.

•   NYT: China’s push to burn more coal puts climate goals at risk.

•   WP: Biden officials plan show of force in Glasgow

•   WP: COP26 climate summit: meet they key players

•   WP: Labor market shows signs of hiring uptick as coronavirus surge fades

•   WP: CDC finds immunity from vaccines is more consistent than from infection, but both last at least six months

•   WP: U.S. inches closer to resolving digital tax dispute, but major obstacles remain

•   FT: India steps forward with new climate pledge at COP26

※   Narendra Modi vowed to cut his nation’s emissions to net zero by 2070

•   FT: EU holds last-ditch talks to resolve UK-France fishing dispute

※   Macron delays threatened sanctions to give negotiations ‘a chance’ and Frost to go to Paris

•   FT: Supply and demand mismatch weighs on global recovery

•   FT: Making the most of the deals the EU already has

•   FT: Ukraine gas chief urges Europe to resist Russia pressure on Nord Stream 2

•   FT: Boris Johnson signals opposition to proposed Cumbria colliery

•   FT: A day in the life of the British trucker

•   FT: Sunak may struggle to meet his fiscal rules, says OBR

•   FT: US warehouses are running out of space as containers pile high

•   FT: US coal use jumps as power generators switch from natural gas

•   FT: Federal Reserve clampdown on staff trading turns spotlight on other central banks

•   FT: Millions of Kids’ Covid Vaccines Shipped Ahead of CDC Clearance

•   FT: Departing US business chiefs warn of expat exodus from China

•   FT: Will the ailing Turkish economy bring Erdogan down?

•   FT: Japan’s Stimulus Likely to Reveal Kishida’s True Spending Colors

•   FT: Italian bond sell-off signals rising angst over ECB backing of riskier debt

•   FT: Bond traders ramp up bets on ‘big shift’ in global monetary policy

•   FT: COP26 puts spotlight on the private sector

•   FT: How climate change became political

•   FT: COP26: A moment of truth

•   FT: Biden faces battle in support on climate action

•   FT: Urgency over net zero sparks climate tech investment boom

•   FT: Investors learn to exert pressure on heavy CO2 emitters

•   FT: IMF leads push to clean up world carbon pricing system

•   FT: Shipping faces storm over fuel emissions

•   FT: Funding is key to helping polluters go green

•   FT: Companies struggle for clarity on net zero targets

•   FT: The threat of conflict over water is growing

•   FT: Complexity of supply chain emissions forces rivals to work together on net zero

•   FT: Climate change could bring near-unliveable conditions for 3bn people, say scientists

•   FT: Smart beta ‘value’ investing is ripe for a comeback

•   FT: Factors show their potential to boost fixed income returns

•   FT: ESG metrics trip up factor investors

•   Bloomberg: Brent Crude Headed for $120 by End of June, BofA Says

•   Bloomberg: Yellen Dismisses Treasury-Market Jitters, Sees ‘Solid’ Recovery

•   Bloomberg: Yellen Praises Powell’s Response to Fed Trading Controversy

•   Bloomberg: Supply Chain Latest: Labor-contract talks hang over hamstrung West Coast ports

•   Bloomberg: Short of Workers, U.S. Industry Is Eager for Borders to Reopen

•   Bloomberg: BOE’s Hawkish Push Turns Rate Decision Into Credibility Test

•   Bloomberg: Bundesbank’s Future Role Sees Clash of German Coalition Parties

•   Bloomberg: China Developers’ Bonds Tumble as Yango Flags Default Risk

•   Bloomberg: Myanmar Coup Leader Min Aung Hlaing Calls for Self-Reliance

•   Bloomberg: Brazil Economists See Benchmark Rate Above 10% by End-2022

•   Bloomberg: Japan’s Stimulus Likely to Reveal Kishida’s True Spending Colors

•   Bloomberg: Treasury’s Tapering Seen Outpacing Fed, With $1 Trillion in Cuts

•   Bloomberg: Bond Selloff in U.K. Could Soon Be Exported to the U.S.

•   Bloomberg: OPEC+ Members Reject Biden's Call for More Oil, Head for Clash With US

•   Bloomberg: OPEC Made Only Half of Planned Supply Hike Amid African Losses

•   Bloomberg: Wheat Closes at Highest Since 2012 as Food Inflation Fears Grow

•   Bloomberg: Record coal prices put BHP thermal coal exit in doubt

•   Bloomberg: Steel Demand, Once Thought Ironclad, Sees Signs of U.S. Weakness

•   Bloomberg: NXP (NXPI) Gives Bullish Outlook on Effort to Boost Chip Supply

•   Bloomberg: COP 26 Talks: How a Global Carbon Market Could Accelerate Net-Zero

•   Bloomberg: India, Libya Among Countries at COP26 Pressing Rich Nations to Fund Climate Goal

•   Bloomberg: Brazil Says It Will Sign Global Pledge to Cut Methane Emissions

•   Bloomberg: COP26 UN Climate Talks: What Is the Global Methane Pledge?

•   Bloomberg: Global Methane Pledge Signatories Grow Ahead of Launch at COP26

•   Bloomberg: U.K. Pushes for Deal to End Foreign Fossil-Fuel Finance

•   Bloomberg: Nothing Else Here': Why It's So Hard for World to Quit Coal

•   Bloomberg: In Race to Net Zero, Being Small or Diverse Foils Metal Makers

•   Bloomberg: Finance Sector Is About to Get Net-Zero Scorecard, Carney Says

•   Bloomberg: China's EV Makers Turn to New Innovations, Tech for Car Sales

•   Reuters: China's Xi calls for stronger action on climate change

※   called on all parties to take stronger action to jointly tackle the climate challenge

•   Reuters: Yellen says reciprocal lowering of tariffs could help ease inflation

•   Reuters: Inflation, wage data, challenge Fed 'transitory' narrative

•   Reuters: France's Macron says Australia PM lied over submarine deal

•   Reuters: New COVID-19 restrictions in force in Ukraine's capital amid spike in cases

•   Reuters: Saudi Arabia backs 'affordable price' for energy - Saudi Press Agency

•   Reuters: U.S. concerned over Myanmar army operations in Chin state, town ablaze

•   Reuters: Japan power prices hit near 10-month high

•   Reuters: Brazil's Bolsonaro says Petrobras privatization would be 'ideal' as fuel prices rise

•   Reuters: In India, Tamil Nadu eyes coal power reboot despite local fears

•   Reuters: Kuwait, Iraq back OPEC+ oil supply rise plan, despite calls for more

•   Reuters: China's giant state-owned companies struggle to align climate rhetoric with reality

•   Reuters: China taps oil reserve, refiners ramp up output to stave off diesel shortage

•   Reuters: Chile's Codelco hikes 2022 copper premium for Chinese buyers - sources

•   Reuters: Argentina, Fortescue unveil $8.4 bln green hydrogen investment plan

•   Reuters: Analysis: On inflation, central bankers shouldn't take market's word for it

•   Reuters: Who's building the metaverse?

•   AP: Fed to start reining in economic aid as inflation risk rises

•   CNN: Earnings season tells a tale of two economies

•   CNBC: Goldman says Democrats' new bill is less of a risk to the stock market and could spur M&A

•   CNBC: Morgan Stanley says Plug Power is a buy ahead of earnings

•   MarketWatch: ‘Signs of a new capex cycle’ emerge as S&P 500 companies report earnings, says BofA

•   SCMP: Taiwan is the main problem for Xi Jinping-Joe Biden talks, Chinese observers say

•   SCMP: Chinese foreign minister seeks to mend fences with EU in Rome

•   SCMP: CPTPP trade agreement poised to be new powerhouse partnership in beleaguered global trade system

•   SCMP: China’s Geely puts US$23.4 billion research budget behind 2025 goal for electric cars to make up 40 per cent of its production

•   Nikkei Asia: Shionogi set to begin COVID vaccine Phase 3 trial in Vietnam

•   Nikkei Asia: Ex-Trump security adviser warns of China 'mischief' on Taiwan by 2024

•   MINING.com: Protests force Peru’s largest copper mine to halt operations

•   Equipment Journal: Bobcat introduces a faster, more efficient snowblower attachment

•   Construction Equipment: Investment in Commercial Structures Declines

•   DIGITIMES: Semiconductors to stay a seller's market through 1H22

•   DIGITIMES: China smartphone brands see strong overseas demand, but weak domestic shipments in 2H21

•   Hannover Messe News: Germany is the most automated economy in the EU

•   Robotics Tomorrow: Boston Dynamics and IBM Join Forces to Bring Mobile Edge Analytics to Industrial Operations

•   Robot Report: Top 10 robotics stories of October

•   매경(P1): "이젠 은행서 퇴직연금 굴려볼까"…4대 은행, ETF 투자 길 연다

•   매경(P1): [단독] 지자체 '2·4대책'에 반기…첫 철회요청 파장

•   매경(P1): 중국 규제에 한국 스타트업 반사이익…글로벌 뭉칫돈 몰린다

•   매경: 일자리 아닌 일거리에 예산 투입…스타트업 '10만 대군' 만들것

•   매경: 원전 발전비중 6%까지 낮추는 건 자해…신한울 3·4호기 불가피

•   매경: 산업부 "철강 對美수출 물량제한 완화 요구할 것"

•   매경: 코로나로 원자재가격 급등…기업 영업이익률 1.8%P 뚝

※   한국경제연구원: 올해 1~9월 중 국제원자재 가격 급등으로 연간기업수익성 1.8%p↓, 물가1.6%p↑

•   매경: 서울 44조·경기 33조…지자체도 슈퍼 예산

•   매경: 두산 '그룹포트폴리오 총괄' 신설…사장에 김도원 BCG 대표파트너

•   한경(P1): 4대그룹, 美 워싱턴에 속속 '둥지'

•   한경: 4대그룹 총수들 줄줄이 訪美

•   한경: 삼성·SK하이닉스, 핵심기밀 공개 압박에 '진땀'

•   한경: "백악관 동향 모르면 사업 못 한다"…CJ·한화도 'K스트리트'行

•   한경(P1): "국민여론 따르는 게 관료"…이재명, 홍남기 본격 압박

•   한경(P1): "국민여론 따르는 게 관료"…이재명, 홍남기 본격 압박

•   한경: "이런 적은 처음" 다시 문 여는 사장님들 '발동동'…무슨 일?

•   한경: 현대중공업 "수소 등 친환경 분야 선도자 될 것"

•   한경: 세계 AI 전문가, 삼성과 미래 논한다

•   한경: '효자 동박' SKC, 사상 최대 분기 실적

•   한경: 미워도 다시 삼성전자? "반등 노려볼 만"

•   한경: "잔여백신 있는데도 부스터샷 안돼…기막힌 상황"

•   한경: [단독] 수천억 투자한 기술인데…탈원전 이유로 안 쓴다는 정부

•   서경(P1): [이슈&워치] 이념에 갇힌 脫탄소 결국 '자충수' 됐다

•   서경: 신재생, 전력 수요 몰리면 한계···　올 여름도 火電 90% 가동 대처

•   서경(P1): '곳간'보다 '잿밥'···604조 예산전쟁 막 올랐다

•   서경: ① 與 "과감한 투자" 野 "12조 삭감"···文 '한국형 뉴딜' 난타전

•   서경: 나랏빚 갚자는 文, 지원금 주자는 李···초과세수 '동상이몽'

•   서경(P1): "오전부터 단체 예약, 이게 얼마만인지···" ['위드 코로나' 첫날, 기대반 걱정반]

•   서경: 강남·양재역 주점은 초저녁부터 만석···“이번 주말은 예약 안하면 자리 없어"

•   서경: 유럽 단체여행도 부활...출발일 확정상품에 고객 몰려

•   서경: 영화관 등 방역패스 확인 실랑이...헬스장은 미접종자 환불요청 속출

•   서경: [세종시 돋보기] 행시 수석·차석 빨아들이는 공정위, 비결은?

•   서경: 삼성·SK하이닉스, 초미세공정 글로벌 경쟁에 '우군' 확보

•   조선(P1): 확진 1만명 나와도 위드 코로나 유지, 방역은 중증환자 중심으로

•   조선: 김동연측 “安, 구태정치의 또 다른 선언”… 제3후보 놓고 견제 나서

•   조선: 바이든, 文대통령 바로 옆에서 ‘중국 포위’ 강조했다

•   조선: 對中교역 규모만 年270조… 국내기업들 비상 대책회의

•   조선: 금리인상 우려에… 단기채 펀드 한달새 1063억 빠져나가

•   조선비즈: QLED 주춤하자 삼성 TV 매출 5% 하락… LG는 OLED 앞세워 14% 성장

•   조선비즈: 통계청, ‘오얏나무 아래 갓 끈 매기’?…12월의 물가 개편, 고물가 면피용인가

•   조선비즈: [단독] “한노총 투입하면 인력 철수” 다른 노조원 투입 못 하게 건설사 협박한 민주노총

•   조선비즈: [단독] 文 정부 ‘탄소 중립’은 헛구호?…정부청사 전기차 충전기, 10개 중 4개 ‘운영 중단’

•   조선비즈: 제로화 vs 비중 확대… 극과 극인 대선 후보의 원전 생각

•   조선비즈: [단독] 이재용, 미국 출장길에 퀄컴 CEO 만난다

•   중앙: “반도체·배터리 지원 늘리고, 기업형 수퍼마켓 규제 풀어라”

•   동아(P1): 2030 “영영 집 못살까 겁나”… 7억대 집 매입에 대출 3억3600만원

•   동아(P1): [단독]한국 6개 핵심산업, 탄소중립 비용 199조

•   동아: [단독]탄소중립 비용 油化 92조, 철강 71조… 무대책 中企 고사 위기

•   동아: [인사이드&인사이트]초경량 산소통 - 극저온 탱크… 누리호가 띄운 첨단산업 기술들

•   문화: “코로나 탓 사회주의 부상?… 자본주의 생명력 더 강하게 지속될 것”

•   문화: “中 공동부유 정책 아직 안나왔지만 ‘빈곤 해소’ 방향성은 옳아”

•   문화: 3분기 韓성장률 쇼크에… 글로벌IB들, 올해 전망치 일제 하향

•   문화: 코리아 빅 체인지 7… 새로운 30년 이끈다

•   문화: 세상을 바꿀 30대 기술… 기업이 미래 30년 연다

•   한국: "반갑다, 회식하자" vs "재택 왜 없애죠?" 대면근무 재개에 온도차 뚜렷

•   국민: ‘LFP 배터리’로 쏠리는 전기차 시장… 성장성엔 물음표

•   국민: D램 시장 ‘세대교체’ 속도… ‘반도체 겨울’ 지날까

•   서울: 홍남기 “글로벌기업 70∼80곳 디지털세”

•   서울: 위드 코로나 타고 반등?… “코스피, 11월도 찬바람”

•   세계(P1): 일자리 상황판은 어디에?…비정규직 10명 중 4명 ‘대졸’, 역대 최다

•   세계: 문 대통령 “韓 2030년까지 NDC 40% 상향… 메탄 배출량도 최소 30% 감축”

•   한겨레(P1): 강제배차에 지각벌금…‘자영업자’라던 ‘K-플랫폼노동’의 민낯

•   한겨레: 11월 국내외 경제 바꿀 ‘중요한 한 달’ 된다

•   한겨레: 2050년까지 탄소중립? 빈 칸으로 남은 재정로드맵

•   머니투데이: 요소수 가뭄 나비효과…"택배대란에 식량난도 온다"

•   머니투데이: [단독]은마·여의도 완화되나..'재건축 조합원 양도금지법' 손본다

•   더벨: 동서·남부발전, 상반된 회사채 입찰 결과…시장 대응력 대비

•   헤럴드경제(P1): 한미 통상장관, 18일 서울서 만난다

•   헤럴드경제: 강남은 벌써 “빈 사무실 없어요”…오피스시장도 위드 코로나 효과?

•   헤럴드경제: 내수 진작 적기 맞았지만…이미 다 쓴 세수 ‘발목’

•   헤럴드경제: ‘금리 급등’에 올 회사채 발행시장 사실상 종료

•   헤럴드경제: 내년 입주 서울 아파트 ‘분양가 〈 전세가’

•   파이낸셜뉴스(P1): 한국만 빼고… 세계가 親원전

•   파이낸셜뉴스: 선진국들이 꽂힌 SMR… ‘소형화·모듈화’로 가격경쟁력·안전성 확보 [선진국 다시 원전 회귀]

•   파이낸셜뉴스: 한국 표류중인 SMR, 美 기술확보·英 대형투자로 선점 노려 [선진국 다시 원전 회귀]

•   아시아경제(P1): 수도권 '급매물' 속속 등장…철옹성 호가 꺾일까

•   아시아경제: 얼어붙은 주택시장…대출규제·세금중과 맞물려 거래위축

•   디지털타임스(P1): [기획] 대기업 `100년 생존` 몸부림 시작됐다

•   디지털타임스: [위기의 기업 `혁신` 급물살] 경제환경 급변 경험 못한 시험대… `될 사업만 키운다` 선택과 집중

•   디지털타임스: 증권가, 채권금리에 촉각 "추가상승 여부 금통위 결과 따라"

•   디지털타임스: 감염재생산지수 1.03, 확진 `증가세` 전환

•   이데일리(P1): "재택보다 편리"…위드 코로나에 '거점오피스' 확산

•   이데일리: 회사채도 한파 예보…기업 자금조달 막히나[채권시장 패닉]④

•   이데일리: “시세 17억 아파트가 12억에?”…부동산 직거래 여부 공개한다

•   이데일리: LTE급으로 사라지는 점포…저축은행들도 통폐합

•   이데일리: 금융당국, 가계부채 관리 TF 발족..."대출중단 막는다"

•   이데일리: [미래기술25]150년 전 상상이 현실로…수소와 산소로 전기 얻는 연료전지

•   이데일리: [미래기술25]현대차·SK·두산 '연료전지 퍼스트 무버' 노린다

•   이데일리: [미래기술25]"연료전지, 수소사회 앞당길 촉진제…인프라 확대 중요"

•   이데일리: [르포]위드코로나 첫날 삼성 분위기는…"일상 회복 느껴져"vs"저녁없는 삶"

•   연합: 오후 9시까지 16개 시도 1천323명 확진…2일 1천600명 안팎 예상

•   연합: 하루 0.2%p '쑥'…무섭게 오르는 은행 대출금리, 이미 5%대 중반

•   연합: 벌어지는 한·미 증시 간극…2011년 2월 이후 최대

•   이뉴스투데이: [단독] 국내 최대 발전원은 ‘석탄’…태양광은 3%에 그쳐

•   더구루: 한수원, 체코 두코바니 원전 현장 점검…'8조' 수주전 본격화

•   비즈니스포스트: 두산밥캣 주식 매수의견 유지, “미국 주택시장 호황 내년까지 이어져”

•   비즈니스포스트: 두산그룹 수소연료전지 다각화, 정형락 그룹의 시너지 지원에 역할 막중

•   에너지경제: 탄소중립 갈 길 먼데 벌써 재생에너지 가격 급상승…"전기료 대폭 인상 불가피"

•   에너지경제: "국제 석유 수급 문제 내년 1분기 풀린다"

•   전자신문(P1): VC·AC, 제2 벤처붐 타고 '상장 러시'

•   전자신문: 삼성, 내년 MPW 절반으로…파운드리 병목 여파

•   전자신문: 양산 임박 QD 디스플레이, 소재 공급은 누가

[Opinions]

•   Project Syndicate(Simon Johnson): Reshuffle the Fed Board Now

•   Project Syndicate(Kenneth Rogoff): Will This COP Be Different?

•   Project Syndicate(Akinwumi A. Adesina, et al.): The COP26 Africa Needs

•   Project Syndicate(Andrés Velasco): Latin America's Monster Movie

•   FT(Editorial Board): Jair Bolsonaro’s faults go well beyond the pandemic

•   FT(Gideon Rachman): UK-French rivalry puts the west at risk

•   FT(Megan Greene): Leaders must be more upfront about the costs of saving the planet

•   FT(Robin Wigglesworth): The dawn of the quantitative tightening era?

•   FT(Robert Armstrong): The ‘policy mistake’ mistake

•   FT(Sarah Gordon): Greater private investment is essential to tackle the climate crisis

•   FT(Paul Simpson): Why companies must produce five-year plans for climate transition

•   FT(Alan Livsey): US holds back on support for global sustainability standards

•   WSJ(Editorial Staff): COP26 Summit: Climate Change’s Real Risks

•   NYT(Thomas L. Friedman): Would Russia or China Help Us if We Were Invaded by Space Aliens?

•   NYT(Peter Coy): Stopping Climate Change Doesn’t Need to be Altruistic

•   WP(Catherine Rampell): America’s inaction on climate is getting embarrassing

•   WP(Eugene Robinson): The COP26 climate summit in Glasgow is not off to a pretty start

•   Bloomberg(Editorial Board): How the U.S. Should Deter China's Nuclear Ambitions

•   Bloomberg(David Fickling): COP26, G-20: Climate Agreements Have Always Failed Before They Succeeded

•   Bloomberg(Justin Fox): The Durable Goods Boom Is More Sustainable Than It Looks

•   Bloomberg(John Authers): Markets Lose Trust in Central Bank Doves, Testing the Fed

•   Bloomberg(Shuli Ren): Moody's, S&P Global Ratings and Fitch Were Asleep at the China Property Switch

•   MarketWatch(Vitaliy Katsenelson): Higher inflation will push Americans back to work and cool speculative markets

•   Reuters(John Kemp): Hedge funds put brakes on oil buying as economy concerns grow

•   Caixin(Wang Ying): China Should Speed Up Capping Carbon Emissions

•   매경(사설): G20서 탄소중립 합의 실패했는데 한국만 과속주행할 건가

•   매경(조동철): 부동산 보유세의 경제학

•   매경(김규식): '두 갈래 에너지전략'에 담긴 日의 고민

•   한경(사설): G20 탄소중립 이견 확인…한국만 폭주할 이유 없다

•   서경(사설): 탄소중립 과속 자충수···도대체 누구를 위한 정부인가

•   조선(박주헌): ‘경제 재갈법’이 된 탄소중립법

•   머니투데이(김창훈): 메타버스 시장전망 '각양각색' 까닭

•   디지털타임스(사설): COP26서 40% 감축 호언 文… 말은 쉽지만 짐 누가 지나