Business Intelligence Monitor 201028

(Introduction)

[Markets]

•   Global: Stocks stumble, dollar dips on COVID-19, U.S. election anxiety

•   US: Dow futures fall 150 points as Wall Street grapples with rising Covid-19 cases, earnings

•   한국: 코스피, 기관 순매도에 이틀 연속 하락…2,330선

•   한국: 두산그룹주 혼조, 두산밥캣 5%대 급락 두산중공업 두산솔루스 상승

•   Metals: Copper ticks higher on bargain hunting, but more losses expected

•   Grains: Corn futures set 14-month high on strong export demand

[Indicators]

•   Global H1 FDI: Global foreign direct investment halved in first six months of 2020: U.N.

※   UNCTAD: Global foreign direct investment falls 49%, outlook remains negative

•   US Aug. Case–Shiller home price: U.S. Home-Price Growth Accelerated in August

•   US Sep. Durable goods orders: U.S. Durable-Goods Orders Rose for Fifth Consecutive Month in September

•   US Oct. Consumer confidence: U.S. Consumer Confidence Eased in October as Economy Views Dim

•   UK Sep. Retail sales: U.K. Recovery Shows Signs of Waning as Retail Sales Decline

•   China Sep. Industrial profits: China's industrial profit growth slows as factory-gate deflation weighs

•   한국 3분기 GDP: 3분기 GDP 성장률 1.9%…상반기 역성장 딛고 반등

※   한국은행: 2020년 3/4분기 실질 국내총생산(속보)

•   한국 9월 기업 직접금융 조달 실적: 9월 주식·회사채 발행 14% 증가…카겜 등 IPO 실적 호조

•   한국 10월 소비자동향: '거리 좁혔더니' 소비심리 반등…11년여만에 최대폭 상승

•   한국 주간 KB 주택시장 동향: 전셋집 구하기…지금 가장 어렵다

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Mostly Plays Defense as Biden Looks to Expand Electoral Map

•   WSJ: Struggling Rental Market Could Usher in Next American Housing Crisis

•   WSJ: France Emerges as Covid-19 Epicenter as Cases Surge Across Europe

•   WSJ: Countries Try Shorter Covid-19 Quarantines in Bid to Boost Compliance

•   WSJ: AMD Agrees to Buy Rival Chip Maker Xilinx for $35 Billion

•   WSJ: Microsoft’s Earnings Continue to Ride Pandemic-Fueled Demand for Cloud, Videogaming

•   WSJ: WTO Is Poised to Pick Its First Female Leader

•   NYT: Amy Coney Barrett is Confirmed by Senate, Reshaping the Supreme Court

•   NYT: U.S. Sets Coronavirus Case Record Amid New Surge

•   NYT: Pfizer C.E.O. All but Rules Out Vaccine Before Election Day

•   NYT: As Election Nears, Trump Makes a Final Push Against Climate Science

•   NYT: How Battleground States Early Voting Is Passing 2016 Numbers

•   NYT: Obama’s New Gig: Gleefully Needling Trump

•   NYT: Trump Wants to Pick Off Nevada. But Biden Is Holding a Lead, Our Poll Shows.

•   NYT: How Trump and Bolsonaro Broke Latin America’s Covid-19 Defenses

•   NYT: Some Covid Survivors Have Antibodies That Attack the Body, not Virus

•   NYT: Recession’s Silver Lining: American Households Are Doing Better Than Expected

•   NYT: Why the Best G.D.P. Report Ever Won’t Mean the Economy Has Healed

•   WP: Hospitals in nearly every region report a flood of covid-19 patients

•   WP: Trump predicts massive stimulus deal after election, but negotiations have mostly ended

•   WP: Coronavirus Argentina: Despite lockdown, infections pass 1 million

•   FT: US business groups call for patience over election result

•   FT: Biden seeks to expand Democratic electoral map with Georgia visit

•   FT: Covid-19 herd immunity theory dealt blow by UK research

•   FT: Italy’s Conte begins to lose his lustre in wake of new Covid outbreak

•   FT: Spain’s coalition unveils ambitious tax and spend plans

•   FT: China: the trade shows must go on 

•   FT: Spain and Gibraltar seek last-minute Brexit deal

•   FT: US and India sign defence agreement to counter China

•   FT: Eurozone banks rein in lending due to pandemic worries

•   FT: Campaigns line up their lawyers for a contested US election result

•   FT: England planning shake-up fuels fears of stalled housebuilding

•   FT: Oil traders braced for balancing act in wake of US election

•   FT: Trump’s path to victory runs through Pennsylvania

•   FT: Beijing and Wall Street deepen ties despite geopolitical rivalry

•   FT: Why Macron’s attempt to reset French ties to Africa has hit trouble

•   Bloomberg: Bremmer Warns of ‘Enormous’ U.S.-China Confrontations After Vote

•   Bloomberg: Focused on Thai King, Protesters Vow to Persist Even If PM Quits

•   Bloomberg: Yuan’s Rally Under Test After Banks Tweak Daily Reference Rate

•   Bloomberg: Trump Campaign Shifts Florida Ad Spend Burden to RNC

•   Bloomberg: ECB Stimulus Signal Sought as Euro Economy Sinks Into Gloom

•   Bloomberg: Amazon, FedEx Help Boost U.S. Warehouse Jobs Amid Online Boom

•   Bloomberg: U.S. Holiday Sales Forecasts Vary on Savings, Stimulus Effects

•   Bloomberg: Argentina Mulls Incentives for Job Growth, Labor Minister Says

•   Bloomberg: Global Shippers Surf Demand Wave Bound for Covid Economy Fog

•   Bloomberg: Agriculture Giants Are Finally Making Money From Trading Again

•   Bloomberg: Russia Begins Making Second Covid-19 Vaccine as Cases Spike

•   Bloomberg: Turkish Central Bank to Reckon With Inflation as Lira Casts Pall

•   Bloomberg: Thai Economic Recovery Shaken as Protests Pose New Risks

•   Bloomberg: Saudi Arabia Plans to End ‘Kafala’ Labor System, Report Says

•   Bloomberg: Italy Approves New Virus Relief Amid Growing Protests

•   Bloomberg: Brazil’s Coronavirus Splurge Is Sparking a Rebellion in Markets

•   Bloomberg: Philippines Keeps Loose Covid Curbs in Capital Next Month

•   Bloomberg: Astra-Oxford Vaccine Stays Near Front of Line Despite U.S. Delay

•   Bloomberg: India Trade Deal With U.S., EU Stymied by Dairy Farmers

•   Bloomberg: Arms Sales Show German Risks From the EU’s Worsening Turkey Ties

•   Bloomberg: Trump Arms Sales to Taiwan Boost Anti-China ‘Hedgehog’ Strategy

•   Bloomberg: Indian Economy Accelerates in September as Animal Spirits Soar

•   Bloomberg: Tesla’s Chinese Battery Supplier Boosts Profit as Pandemic Eases

•   Bloomberg: Jaguar Expects Border Chaos With or Without a Brexit Trade Deal

•   Bloomberg: China Seeks Big Money’s Help Reaching Its Carbon-Neutral Goal

•   Bloomberg: South Africa Needs $11 Billion To Help Transition From Coal, Study Says

•   Bloomberg: Australians Favor Clean Energy to Boost Economy Over Gas Plan

•   Bloomberg: Critical Copper Negotiations Point to a Tight Market

•   Reuters: EU warns not enough COVID vaccines for all in Europe until 2022

•   Reuters: Novavax delays U.S. trial of COVID-19 vaccine to November

•   Reuters: Fact check: The flu vaccine is not being used for depopulation

•   Reuters: China's NEV sales to account for 20% of new car sales by 2025, 50% by 2035

•   Reuters: Explainer: What to watch at the fifth plenum of China's Communist Party

•   Reuters: Factbox: Court battles shape presidential election, as Republicans score Wisconsin victory at U.S. Supreme Court

•   Reuters: Factbox: These states could decide the U.S. presidential election

•   Reuters: Factbox: How a Biden presidency would transform the U.S. energy landscape

•   Reuters: Factbox: China's 14th five-year plan - Key commodities and energy themes to watch

•   CNN: How Washington's stimulus gamble could backfire

•   CNBC: Caterpillar reports a 54% drop in earnings in the third quarter amid lower equipment demand

•   CNBC: Pfizer’s late-stage coronavirus vaccine trial is near complete enrollment with 42,000 volunteers

•   CNBC: Chinese companies are leading the global IPO rush amid a 'flight from uncertainty'

•   CNBC: Biden holds a big lead over Trump, but race could tighten, according to CNBC All America Survey

•   CNBC: China is a competitor to the U.S. — not an adversary, professor says

•   MarketWatch: An 'enormous' stock-market bubble has already popped, says David Einhorn

•   Fox News: Progressives push for Warren, Sanders in potential Biden cabinet

•   Fox Business: Biden tax hike plans only a 'minor speedbump' for US stocks: Goldman Sachs

•   Fox Business: Bloomberg makes multimillion-dollar, last-minute push for Biden in Texas, Ohio

•   SCMP: Four Hong Kong activists seeking asylum in US consulate ‘turned away’ just hours after national security police arrest three others

•   SCMP: China-Australia relations: what has happened over the last six months? (updated October 2020)

•   매경(P1): 반포 30억 아파트 보유세 5년후 3배로

•   매경: "사실상 증세"…잠실5단지 올 보유세 837만원, 5년후 2123만원

•   매경: 아파트 시세 4배차일때…보유세는 30배차이 나기도

•   매경(P1): 삼성, 탈석탄 결단

•   매경: ESG 강화한 삼성…글로벌 투자자에 사회적 책임경영 메시지

•   매경(P1): 국민연금, LG화학 배터리분할 반대…"기존 주주가치 훼손 우려"

•   매경(P1): [단독] 유보소득세 대상서 벤처기업은 빠진다

•   매경: 배당 안해도 기업에 과세?…한번도 경험못한 `유보금 과세`

•   매경: "설비투자 자금에 稅폭탄 때리나"…중견·중소기업 `생존위기` 성토

•   매경: 獨BMW, 지분관리회사로 안정적 승계…한국은 최대주주 상속세 할증 `역주행`

•   매경: 文, 28일 국회서 시정연설…한국판 뉴딜 입법 요청할듯

•   매경: 회사채 양극화에…메자닌 올5.6兆 발행

•   매경: 월세 지원대책은 `전세 안정`아닌 `전세 안녕`

•   매경: [단독] 9억원 이하 1주택 재산세 최대 절반 인하

•   매경: 로봇 바리스타가 뭐든 척척…24시간 `스마트 카페` 떴다

•   매경: [Business Inside] 달아오르는 두산인프라코어 인수전, ‘산은’이 변수?

•   매경: [단독] 정약용 유배지에서 나라 앞날 걱정한 김동연

•   한경(P1): "징벌적 상속세 고쳐라" 청와대 청원까지 등장

•   한경: 수천억 배당받아도 매년 2兆 내기 어려워…결국 지분 매각해야

•   한경: "세금 두 번이나 떼다니…삼성 무너지면 큰 타격" 징벌적 상속세에 분노

•   한경: 분배 중시' 스웨덴도 없앤 상속세…"한국 기업들만 죽을 맛"

•   한경(P1): 대체투자 늘리는 기관들…해외비중 60% 돌파

•   한경: 은성수 "DSR 30%로 하향 검토"…빚내 집사기 더 어려워진다

•   한경: "코로나 확진자 '제로'는 불가능…인명피해 최소화로 목표 바꿔야"

•   한경: 한화에너지, 美 하와이 태양광·ESS 사업 따냈다

•   한경: 코로나 충격 끝?…3분기 상장사 영업이익 늘었다

•   한경: 9월 아파트 평균 월세 '역대 최고'…전국 71.2만원, 서울은 111.9만원

•   서경: "동박 숙련공 뺏길라"...일진머티리얼즈 '속앓이'

•   서경: 기업들 '회사 쪼개기' 붐...올해 46곳 작년보다 21% 급증

•   서경: 지자체, 해상풍력으로 '그린뉴딜' 앞장

•   서경: 수소차 연료전지는 美, 경제성 큰 '액화기술'선 日이 우위[성큼 다가온 수소시대]

•   서경: 촘촘한 글로벌 네트워크 구축...국제표준 선도·M&A 모색해야[성큼 다가온 수소시대]

•   서경: 정부의 R&D 로드맵 "20년내 반값 수소 공급"

•   조선(P1): 이낙연 “공수처·경제3법 처리가 첫째 과제”

•   조선: [단독] 야당 “내년 재정 중독, 부실 일자리 예산 최소 15조원 삭감”

•   조선: 日외무성 국장 오늘 방한… 징용 배상 해법 등 논의

•   조선: 최저임금 질문 빼고 소상공인 실태 조사

•   조선: ‘홍남기 해임해달라’ 국민청원 20만 넘어

•   조선: 자동차 강국 독일도 제칠 기회인데… 노조가 파업 몽니

•   조선비즈: 인텔 그래픽칩 수장, 삼성과 인연 부각… TSMC 대신 삼성에 생산 맡길까

•   IT조선: 차세대 GPU 대전, 엔비디아 vs AMD

•   중앙: ‘기업 지배구조’ 결국 관치로 가나

•   중앙: 총들고 다니는 ‘프라우드 트럼프’···이번엔 ‘샤이 바이든’ 많다

•   동아(P1): 한국 ‘중진국 트랩’ 걸릴까 걱정했던 이건희

•   동아: 홍남기, 위로금 주고 세입자 내보낸다

•   문화(P1): 재계 ‘3·4세 경영’ 시대로… “글로벌 기업가정신으로 무장하라”

•   문화: “기업들 ‘제2도약’ 위해 규제 혁신 등 경영 환경개선 시급”

•   한겨레(P1): 이낙연 대표 “종부세 손대는 일은 없을 것”

•   경향: 제주도, 쓰고 남은 풍력 전기로 ‘그린 수소’ 생산…자동차·드론 연료전지로 활용한다

•   머니투데이: 유럽 전기차 올라탄 삼성SDI…'조용한 호실적'

•   머니투데이: 2020 그린뉴딜 엑스포 개막…사흘간 '미래 에너지' 전시·콘퍼런스

•   더벨: 빅딜 또 뛰어든 GS그룹, 시장선 인수의지 의구심

•   파이낸셜뉴스(P1): "왜 큰 평수로 옮겨요? 거래허가 못내줍니다"

•   파이낸셜뉴스: 국회 예산처 "재정건전성 안심할 수준 아니다"

•   파이낸셜뉴스: 시작부터 빨간불 켜진 재정준칙… 손쉬운 '건보료 인상'부터 만지작

•   아시아경제: 증권가가 보는 삼성그룹 지배구조 시나리오는

•   이데일리(P1): 코로나가 할퀸 일자리…직장인 사상 첫 감소·비정규직 임금격차 사상최대

•   이데일리: 이달 1조 내다판 개인…올해 주식농사 끝냈나

•   이데일리: 전세→매매 갈아타려면 5억 필요하다…“내집 마련 어려워”

•   이데일리: "금융소득 과세 무산될라”…홍남기 '대주주 3억' 버티는 이유

•   이데일리: 글로벌 수요 회복 본격화…모처럼 활기 도는 철강업계

•   연합: 대기업 계열사 간 빚보증 864억원…1년 새 20% 줄어

•   뉴스1: [단독] 유니슨 "10MW급 해상풍력 모델 개발 중"

•   뉴스1: 두산중공업 "한국은 저풍속 지역, 해상풍력 효율성 중요"

•   뉴스1: 文이 강조한 해상풍력…정부의지·韓중후장대 역량으로 세계 5대 강국 노린다

•   더구루: 두산중공업, 루마니아 사업장 '500억원'에 매각 완료…270억원 차익

•   비즈니스포스트: 두산중공업 재무구조 개선 갈 길 멀어, 재무총괄 박상현 대표 오르나

•   글로벌이코노믹: 두산인프라·현대건설기계, 中굴삭기시장에서 “웃는 게 웃는 게 아니야”

•   CEO스코어데일리: 남동발전, 국내 최대 규모 ‘고흥만 수상태양광’ 내달 첫삽

•   뉴스락: [뉴스락 팩트오픈] 위기의 두산과 홈플러스, '같은 듯 다른' 근본적 차이

•   엠스플뉴스: 문체부 장관 “KBO 정지택 총재 의혹, 사실관계 철저히 살펴보겠다.”

•   Power Engineering: Doosan Škoda overhauls 39-MW steam turbine at Swedish biomass plant

•   reNews: Global PV installations to hit 115GW in 2020

※   Wood Mackenzie: Global solar PV installations to hit 115 GWdc in 2020

•   reNews: Wind, PV buildout sends energy emissions into decline from 2027

•   reNews: Global power systems ‘need more flexibility’

•   KHL: Bobcat launches R-Series loader

•   For Construction Pros: United Rentals Plans 35% Reduction in Greenhouse Gas Emissions by 2030

•   전자신문(P1): SK하이닉스, 'TOF 이미지센서' 시장 뛰어든다

•   전자신문: 수소·연료전지 R&D 예산 2년 만에 4배로…'수소경제 전환' 속도

•   전자신문: 소부장 강소기업' 100개 최종 선정 완료…기술 자립화 촉진

•   디지털데일리: 스마트폰 'LTPO TFT OLED', 삼성 이어 애플도 관심…왜?

•   Phone Arena: Samsung could copy Apple and ship the Galaxy S21 5G without a charger and headphones

•   Robotics & Automation News: Driving the future: How AI will shape the fleet industry

•   로봇신문: 에스퓨얼셀, 2kW급 연료전지 수소 드론 개발 성공

•   로봇신문: [2020 로보월드] "비대면 시대, 로봇이 답이다"...2020 로보월드 28일 개막

•   로봇신문: [2020 로보월드]비대면 시대 각광받는 국내 로봇은?

•   로봇신문: [2020 로보월드]세계 산업용 로봇 설치대수 270만대로 '역대 최고'

•   로봇신문: 칭다오 "中 북방 최대 로봇 산업 기지 조성"

•   Dronelife: Is DJI Owned by China? Drone Manufacturer DJI Debunks Myths Following DOJ Order

•   Nikkei Asian Review: Koizumi eyes solar and wind power in parks for zero-carbon push

•   Nikkei Asian Review: Suga walks tightrope between US and China

•   Economic Times: Economy saw growth rebound through Q2FY21: Nomura

•   Business Standard: States cut FY20 capital expenditure by 0.6% of GDP, says RBI study

•   Business Standard: States will need years to recover from 'scissor effect' of Covid: RBI

•   Folha de S.Paulo: Brazil Reaches 5.4 Million Covid-19 Cases

•   Jakarta Post: Indonesia expects to sign RCEP in mid-November

•   Myanmar Times: Construction work resumes, under strict conditions

[Opinions]

•   Project Syndicate(Kenneth Rogoff): Kenneth Rogoff Says More…

•   Project Syndicate(Kaushik Basu): America’s Moral Tipping Point

•   Project Syndicate(Andrew Sheng, Xiao Geng): Shenzhen’s Game-Changing Reform

•   Project Syndicate(Elizabeth Drew): Trump Packs the Court His Way

•   Project Syndicate(Terry Chan, Alexandra Dimitrijevic): A Debt Crisis Is Not Imminent

•   Project Syndicate(Nouriel Roubini): The US Election’s Chaos Quotient

•   FT(Editorial Board): The US Supreme Court turns to the right

•   FT(Martin Wolf): US global role at stake in this election

•   FT(Sarah O'Connor): Threadbare sick pay is a false economy

•   FT(Michael Stott): Austerity vs populism tensions overhang LatAm debt markets

•   FT(Claire Jones): Does working from home make us more or less creative?

•   FT(Lex): AMD/Xilinx: stock take

•   WSJ(William A. Galston): Without a Platform, Trump Falls

•   NYT(Editorial Board): The Republican Party’s Supreme Court

•   NYT(Paul Krugman): Trump Tells Coronavirus, ‘I Surrender’

•   NYT(Ross Douthat): The Media’s Hunter Biden Conundrum

•   NYT(Shawn McCreesh): Can We Trust Pennsylvania’s Polls?

•   WP(Jennifer Rubin): This final sprint explains why Trump is heading for defeat

•   WP(Marc A. Thiessen): Trump is the greatest president in the modern era when it comes to shaping the judiciary

•   WP(Michael Gerson): Here are the Trump administration’s four most profound failures in the pandemic

•   WP(David Byler): The verdict is in: Joe Biden won the final presidential debate

•   WP(David Byler, Alyssa Rosenberg): The ultimate survival guide to election night and beyond, in 17 questions and answers

•   WP(Ruth Marcus): Amy Coney Barrett joins a Supreme Court that’s largely out of step with the national consensus

•   WP(Edward B. Foley): What kind of conservative will Amy Coney Barrett be? The election could depend on it.

•   WP(Scott Sheffield, Anne Elizabeth Williamson, Anna York): A brief, intense shutdown would give the U.S. a second chance against the virus

•   WP(Richard L. Hasen): Brett Kavanaugh’s opinion on voting rights doesn’t mean the Supreme Court will swing the election to Trump

•   WP(Jared Bernstein): This precarious economic moment: Diagnosis and prescription

•   WP(Guian McKee): Joe Biden’s health-care plan is more than a half-century in the making

•   WP(Edward B. Foley): What kind of conservative will Amy Coney Barrett be? The election could depend on it.

•   WP(Thomas J. Bollyky, Ezekiel J. Emanuel): How will a coronavirus vaccine be distributed?

•   Bloomberg(Editorial Board): Amy Coney Barrett Confirmation Shows Supreme Court Needs Reform

•   Bloomberg(Daniel Moss): The Real Winner of the Work-From-Home Economy Is South Korea

•   Bloomberg(Noah Smith): A Rising Deficit Isn't the U.S. Economy's Worst Problem

•   Bloomberg(John Authers): Covid Fear Is Back and Driving Markets Again

•   Bloomberg(Anjani Trivedi): China's Covid Recovery, Five-Year Plan Depend on New Money Flow

•   Bloomberg(Jonathan Bernstein): How Will Democrats Deal With the New Supreme Court?

•   Bloomberg(Hal Brands): Trump Delivered Three Foreign Policy Triumphs

•   Bloomberg(Cass R. Sunstein): What Democrats' Playbook Might Look Like in 2021

•   Bloomberg(Tae Kim): AMD Is Leaves Intel in Dust With Superior Chips, Xilinx Megadeal

•   Bloomberg(Amr Adly): What Ails Arab Economies Is Older Than Covid-19

•   Bloomberg(Mervyn King): The Perils of Meritocracy

•   CNN(Frida Ghitis): Justice Barrett could now be part of Trump's firewall

•   CNN(Vivian Schiller): Opinion: Why it's time to retire 'Election Day'

•   CNN(Douglas Heye): Opinion: These three factors could determine if Trump wins North Carolina again

•   CNN(Ira Helfand): The world is facing an insane danger that's greater than Covid-19

•   CNN(Robert Alexander): Opinion: Republicans were against the Electoral College before they were for it

•   CNN(Tony Blair): The pandemic could push 49 million Africans into extreme poverty. Here's how other countries can help

•   CNN(Suraj Patel): Opinion: Americans must be prepared to fight for every mail-in ballot to be counted

•   MarketWatch(Mark Hulbert): Most investors now expect the U.S. stock market to crash like it did in October 1987 — why that’s good news

•   MarketWatch(Paul Brandus): Have senior citizens abandoned Trump?

•   MarketWatch(Paul Brandus): Biden and Trump risk alienating swing voters with comments on fracking, wind and climate change

•   MarketWatch(Steven N. Austad): How effective will a COVID vaccine be for older adults?

•   Fox News(Leslie Marshall:): Amy Coney Barrett's confirmation is proof that we need a Biden victory in 2020

•   Fox News(John Yoo): Amy Coney Barrett and Trump's direct impact on America's political future

•   Fox News(Jessica Tarlov): 2020 House races tell the true story of America's politics today – don't overlook them

•   Fox Business(Ron Wynn): How to know when the real estate market is about to change

•   Reuters(Clyde Russell): Asia's crude demand ex-China shows tentative recovery signs

•   매경(고형권): 기후변화 대응, 방어 넘어 공세적 전략으로

•   한경(박주헌): 선무당이 사람 잡은 脫원전

•   문화(권혁주): ‘월성 원전 폐쇄’는 이데올로기 편향에 젖은 권력의 필연적 실책

•   디지털타임스(이동원): 핵융합발전 머지않다

Business Intelligence Monitor 201027

(Introduction)

[Markets]

•   Global: Stocks slide on surging COVID-19 cases, stimulus doubts; dollar rises

•   한국: 세계 코로나19 재확산 속 코스피 소폭 하락…2,340대

•   한국: "상속세 마련" 삼성 오너가 보유株 강세

•   한국: 양도세 폭탄' 공포?…코스닥 800 붕괴

•   한국: 두산그룹주 모두 떨어져, 두산퓨얼셀 7%대 두산솔루스 6%대 밀려

•   한국: 브레이크 고장난 원·달러 환율…"블루웨이브땐 연내 1110원도"

•   Turkey: Turkey’s lira sinks to 8 against US dollar for first time

•   Metals: Copper falls for third session on profit taking, COVID worries

•   Grains: Soybean futures hit four-year peak on Chinese demand

[Indicators]

•   US Sep. New home sales: U.S. New-Home Sales Fell Slightly in September, Remain Elevated

•   Germany Oct. Ifo business climate: German Businesses Lose Faith in Recovery as Virus Spreads

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: China to Sanction U.S. Weapons Makers Over Taiwan Sales

•   WSJ: Auto Makers Shift Their Hydrogen Focus to Big Rigs

•   NYT: With Weakness Among Hispanic Voters, Biden Trails in Texas

•   NYT: Trump’s Manufacturing Promises Disappoint as Economy Sours

•   NYT: How the Virus Slowed the Booming Wind Energy Business

•   NYT: Ant Group Set to Raise $34 Billion in World’s Biggest I.P.O.

•   NYT: All About Ant Group, the Next Big Tech I.P.O.

•   NYT: China Aims to End Extreme Poverty, but Covid-19 Exposes Gaps

•   NYT: Why N.Y.C.’s Economic Recovery May Lag the Rest of the Country’s

•   WP: Senate poised to confirm Barrett to Supreme Court, cementing its conservative majority

•   WP: Biden’s debate-night comment on oil highlights the delicate tightrope he must walk on climate change

•   WP: Meadows under fire as Trump chief of staff amid of pandemic and other crises

•   FT: The Florida county that could decide the US election

•   FT: Oxford Covid vaccine trials offer hope for elderly

•   FT: Russia makes missile offer in effort to restart talks on arms control

•   FT: China battles new Covid-19 cluster in Xinjiang

•   FT: Thai protesters march on German embassy to press for action over king

•   FT: Germany’s CDU postpones party conference to select next leader

•   FT: Poland’s abortion protests bring city streets to a standstill

•   FT: EU backs Nigeria’s Okonjo-Iweala to lead the WTO

•   FT: UK government warns restaurants against exploiting Covid-19 loophole

•   FT: EU prioritises settlement talks in Airbus-Boeing dispute

•   FT: EU takes step to ease jitters over dual listings after Brexit

•   FT: UK must move fast for US deal 

•   FT: US-brokered ceasefire unravels as fighting flares in Nagorno-Karabakh

•   FT: EU capitals hesitate over recovery fund loans

•   FT: Chile votes to create a new constitution

•   FT: Ignacio Galán, the engineer who made Iberdrola a ‘new energy major’

•   FT: Xi pledge sparks rally in ‘clean energy’ shares

•   FT: It is premature for Latin America’s left to celebrate a new ‘Pink Tide’

•   FT: Italy’s statist instincts resurface under the cover of Covid

•   FT: African debt to China: ‘A major drain on the poorest countries’

•   FT: All the president’s debts: who Trump owes money to

•   FT: UAE vs Turkey: the regional rivalries pitting MBZ against Erdogan

•   Bloomberg: Pelosi, Mnuchin Fail to Reach Deal on Stimulus in Monday Call

•   Bloomberg: How Top Money Managers Are Trading the U.S.-China Superpower Clash

•   Bloomberg: U.S. Mounts Testing ‘Surge,’ Asymptomatic Screens as Cases Rise

•   Bloomberg: U.S. Recovery’s Surprise Strength Linked to Aid, Quick Reopening

•   Bloomberg: ‘Impossible Trinity’ Pushing India’s RBI Toward Stronger Rupee

•   Bloomberg: U.S. Sanctions Iran Oil Minister as Trump Ramps Up Pressure

•   Bloomberg: Rural Vietnam Booms With Jobs From Apple-Led Move in Supply Chains

•   Bloomberg: AIIB President Jin Says Pandemic Impacts Bank’s Lending

•   Bloomberg: A $50 Billion Housing Bond Market Is Stuck in Regulatory Limbo

•   Bloomberg: Coronavirus in Canada: Economic Gloom Deepens With Covid-19 Cases Still Rising

•   Bloomberg: Mexico’s 193,000 Excess Deaths Suggest Undercount of Covid Toll

•   Bloomberg: Joe Biden Dismisses Hunter Biden Attacks as ‘Smear Campaign’

•   Bloomberg: U.S. Backs Taiwan Missile Sale With China Tensions Soaring

•   Bloomberg: Covid Cases Surge, ECB Asset Purchases Will Follow: Chart

•   Bloomberg: Myanmar Extends Ban on Foreign Visitors Before General Election

•   Bloomberg: Central Bank Emboldens Funds to Venture Into India’s Long Bonds

•   Reuters: Weekly U.S. COVID-19 deaths up 15%, new cases rise 24%

•   Reuters: U.S. early voting tops 60 million as historic pace continues

•   Reuters: German government raises 2020 GDP forecast to -5.5%, source says

•   Reuters: OPEC chief says rising infections may delay oil recovery

•   Reuters: Saudi energy minister says the worst is over for oil market

•   Reuters: Analysis: Tax hikes may help Russian oil majors stomach OPEC output curbs

•   Reuters: Factbox: ECB President Lagarde's interpretation of the bank's mandate

•   Reuters: Factbox: A look at the 44 competitive races in the U.S. House of Representatives

•   Reuters: Factbox: Fiat Chrysler, Peugeot merger - how it would work

•   CNN: Election night results might look different this year

•   CNN: The iPhone 12's ceramic shield screen is tough — but you can still break it

•   CNN: Analysis: The year 2020 is defined by lines

•   CNBC: WHO says getting the worsening Covid outbreak under control may require ‘sacrifice for many, many people’

•   CNBC: Stock market turbulence could last until the election, followed by a relief rally, strategists say

•   CNBC: Morgan Stanley says it's time to go 'all-in' on emerging market currencies

•   CNBC: Hopes are rising for a potential Covid vaccine — and Fauci says findings will be known by early December

•   CNBC: TikTok parent ByteDance in IPO talks to list Douyin and other businesses

•   CNBC: Coronavirus: The U.S. is about to enter its 'most dangerous time'

•   CNBC: Tesla is reportedly shipping 7,000 made-in-China cars to Europe

•   CNBC: Libya’s ramped-up oil output throws another wrench at prices and OPEC’s plans

•   CNBC: Banks may have to brace for heavy losses as commercial property prices plunge

•   CNBC: SAP just saw $35 billion wiped off its market cap and it’s on track for its worst trading day in 12 years

•   MarketWatch: How Biden and Trump differ on housing-finance reform

•   Fox News: Biden takes rare questions from reporters at campaign stop

•   Fox Business: Trump election win is best case for stocks: JPMorgan

•   Fox Business: Biden's federal fracking ban prompts warnings from big energy

•   Fox Business: US economic recovery could stall out if Congress doesn't pass more coronavirus aid, experts warn

•   SCMP: China charm offensive wooing investors in Shanghai, with HSBC, Goldman answering

•   SCMP: China moves to legalise digital yuan and ban competitors with new draft law

•   SCMP: China’s leaders start charting course for next five years in their major policy meeting, the Fifth Plenum, with economy and US friction in spotlight

•   SCMP: US lodges appeal against WTO ruling in China’s favour over trade war tariffs

•   Global Times: Minor resurgence of virus won’t affect nation’s recovery

•   매경(P1): 배당 기대에 주가 올랐지만…삼성 경영권 위협 노출

•   매경: 3%룰·보험업법 변수…"투기자본이 생명 지배구조 흔들수도"

•   매경: 국정농단·경영권승계 재판도 또 하나의 변수

•   매경: 상속세 분납땐 6년간 年1.8조…삼성 계열사 배당 늘려 확보할듯

•   매경: 삼성 선제투자 DNA…이건희, 20년전 배터리·車전장 미래 예견

•   매경(P1): 현대車 3분기 3138억 손실…`품질 충당금` 빼면 1.8조 흑자

•   매경: 현대차, 충당금에 가려진 깜짝실적…"4분기엔 1.4조 흑자 전망"

•   매경: 지난 대선땐 막판 요동…올 대선은 우하향 안정

•   매경: 법인세 절벽…올 2.5조 더 줄어든다

•   매경: 동학개미 거래세 9조 내지만…재정적자 메우기엔 `역부족`

•   매경: 정부 또 대출규제?…은행창구 벌써 혼란

•   매경: 한국, 글로벌 4위 자동차 생산국 됐다

•   매경: `ESG 성과 측정` 글로벌기업 머리 맞댄다

•   매경: 삼성전기 영업이익 60% 급증…고부가 제품 판매 `눈에 띄네`

•   매경: 정부 눈치봤나…KB, 전세지수 없앴다 되살려

•   한경(P1): 이건희 상속세 11조…호주·캐나다였으면 한 푼도 안냈다

•   한경: 이건희 주식 18조…상속세액은

•   한경: 세계서 가장 가혹한 한국 상속세…"어떻게 한방에 60% 떼가나"

•   한경: 구광모·신동빈 등 수천억 '稅폭탄'…한번에 못내 간신히 분납

•   한경: 삼성 상속세 11조…한해 상속세보다 3배 많아

•   한경: 일진머티리얼즈·SKC '동박 혈투'

•   한경: 155→77→61→119명, 널뛰는 코로나 환자 수

•   서경(P1): 탄력근로' 없이...'주52시간 계도' 끝낸다

•   서경: 땜질 1년' 이대로 끝나면 경제회복 발목..."한시적 효력 정지 필요"

•   서경(P1): 공시가, 시세 90%까지 치솟나

•   서경: 30억 아파트 보유세 40%↑...단독도 대폭 오를듯[공시가 로드맵 27일 발표]

•   서경: 과속 에너지정책에 연이은 경고음...“탈탄소 전력망 구축에만 326조 소요”

•   서경: [르포] 배터리 핵심 소재 동박···머리카락 30분의 1 두께가 바꾼 미래

•   서경: [단독] 수요>공급 '최악'···전세가 상승률은 그대로 '이상한 통계"

•   조선(P1): 야당땐 4대강 감사내용 공개하더니… 월성 원전 감사회의록은 공개 막아

•   조선: “집값 실거래價 통계 강화해야”

•   조선: 코로나가 살린 LCD… 연내 사업 접으려던 삼성·LG “조금만 더”

•   조선비즈: [단독] 삼성디스플레이, 中 화웨이에 패널 수출 美 허가 받았다

•   조선비즈: LG화학·SK이노 배터리 분쟁에 곤란한 美…대선 이후로 최종판결 연기

•   중앙(P1): 최재형 감사원장 "월성폐쇄 지시 靑비서관 고발하려 했다"

•   중앙: 독감백신 사망 59명…“부검 끝난 46명 인과성 낮다”

•   중앙: 11월 서울 아파트 입주물량 296가구, 2년7개월만에 최소

•   동아(P1): 시진핑 반박한 美 ‘6·25 프레임 전쟁’

•   동아(P1): “주한미군 유지조항 빠진건 美 ‘유연화’ 지침 때문”

•   동아: “혁신-기존기업 경쟁때 정부가 ‘기업 보호’ 개입하면 결국 실패”

•   동아: 에너지硏 연료전지연구실 ‘국가연구실’ 지정

•   동아: 조선업계, 해상 부유식 발전설비 속속 진출

•   문화: 국내 유일 원자력高 신입생 사상 첫 미달

•   문화: 정부 목표치 너무 높아… 63% “온실가스 감축계획 못세워”

•   문화: 탈원전 밀어붙이면서… 성윤모, 英장관 만나 “신규원전 건설에 관심”

•   한국(P1): 코로나로 내쫓긴 실직자 138만명… '비자발 퇴직' 작년보다 50% 급증

•   국민(P1): 美 전문가들 “트럼프-바이든, 누가 이기든 한국엔 50대 50”

•   쿠키뉴스: 돈 되는 ‘착한 에너지’…태양광 뛰어든 중후장대 기업

•   경향: 3시간 거리 한라산, 15분 만에 응급품 전달…제주 ‘수소드론’ 맹활약

•   머니투데이: 유명희, 韓 첫 WTO 사무총장되려면…"EU 잡고 日넘어야"

•   머니투데이: "정지택 KBO 총재 추대,두산베어스 매각 탈출용"

•   헤럴드경제(P1): 전셋값 뛰니 집값도…얽히고설킨 ‘규제의 역설’

•   헤럴드경제: 변동 많은 MSCI 반기 변경…편입 예상 종목은?

•   이데일리(P1): 동학개미 반발에 놀란 與 "대주주 요건 상향 정부와 논의 중"

•   이데일리: [미래기술25]①"수소차·수소트럭·수소선박…"..청정 에너지 '수소' 시대 성큼

•   이데일리: [미래기술25]③"10년후 수소 에너지 르네상스 활짝..한국판 뉴딜 촉매제 역할"

•   이데일리: [미래기술25]②한국판 뉴딜 올라탄 수소연료전지..기업들 시장쟁탈 사활

•   이데일리: 공공재건축 '당근책' 나온다…조합은 “메리트 없어”

•   연합: 이재명 "탈원전은 가야할 길…경제논리로 따져선 안 돼"

•   연합: 점검 마치고 가동 준비 중 갑자기 멈추기 반복…한빛원전 '불안'

•   연합: REC 가격 3분의 1토막…"재생에너지 공급의무화제도 재점검해야"

•   연합: 한국 경제, 역성장 끊고 반등할까…오늘 3분기 GDP 발표

•   뉴스핌: 환경단체 "삼척석탄화력발전소 건설공사 완전 중단하라"

•   뉴스1: 유니버설로봇, LG전자와 협동로봇 파트너십 체결

•   에너지경제: 국내외 풍력업계 총집합…‘부유식 해상풍력 국제포럼 2020’ 개막

•   에너지경제: [이슈분석] 억대 연봉 ‘신의직장’ 발전공기업 구조조정 뇌관 터지나?

•   KHL: US economy recovering from ‘sharpest recession in history’

•   KHL: Caterpillar plants a tree for every machine

•   OilPrice.com: Big Profits Are No Longer The Top Priority For Oil Investors

•   OilPrice.com: Brazil Becomes One Of China’s Top Oil Suppliers

•   MINING.com: China’s new infrastructure plan to boost metal demand – report

•   CNET: 5G is here. Now what?

•   MIT News: Autonomous boats could be your next ride

•   전자신문: CES 2021 '5G-미래차-차세대 반도체' 주목…기조연설 주제로

•   Phone Arena: Huawei's breakthrough Petal Search app helps users install content banned by the U.S.

•   Phone Arena: The iPhone SE and iPhone 11 accounted for over half of US iPhone sales in Q3

•   Phone Arena: Huawei may have a Galaxy Z Flip-like clamshell foldable in the works

•   Robotics & Automation News: Volkswagen orders staggering 800 ABB robots to build its new electric vehicles

•   로봇신문: 중국, 올해 신설 로봇 기업수 5만개로 지난해보다 많아

•   Nikkei Asian Review: NEC to support 5G networks in UK as alternative to Huawei

•   Nikkei Asian Review: Suga vows to meet Japan's zero-emissions goal by 2050

•   Nikkei Asian Review: Suga's 2050 zero-carbon goal thrusts Japan into green tech race

•   Folha de S.Paulo: Country Exceeds Covid-19 157,000 Deaths

•   Moscow Times: Is Russia’s Housing Market Facing a Coronavirus Bubble?

•   Jakarta Post: Govt to issue green energy regulation this year as goals remain elusive

•   Jakarta Post: Exclusive: IMF talks about future of Indonesian economy, regulatory reform

•   Myanmar Times: Suu Kyi’s govt sets sights on reform for COVID-19 bounce

[Opinions]

•   Project Syndicate(Chris Patten): America’s Tarnished Supreme Court

•   Project Syndicate(Econ Films): Can COVID Reduce Global Inequality?

•   Project Syndicate(Joschka Fischer): Last Call for Transatlanticism

•   Project Syndicate(Jeffrey D. Sachs): Trump’s Last Stand for Apartheid America

•   Project Syndicate(Jeffrey Frankel): Biden’s Economic Edge

•   Project Syndicate(Stephen S. Roach): China Leads Again

•   FT(Editorial Board): The character of US democracy is on the ballot

•   FT(Gideon Rachman): China’s Covid triumphalism could be premature

•   FT(Robert Shrimsley): A Biden win would save Britain’s Tories from themselves

•   FT(Mohamed El-Erian): What the shift on austerity means for markets

•   FT(Alexander Landia): Big Oil well placed to accelerate transition to electric vehicles

•   FT(Andrea Enria): ECB: the EU needs a regional ‘bad bank’

•   FT(Jens van ‘t Klooster): The ECB needs to do more to “green” its monetary policy

•   WSJ(Andrew A. Michta): The American Experiment Is on Life Support

•   NYT(Gail Collins, Bret Stephens): Is It Safe to Ask Whether Trump’s Days Are Numbered?

•   NYT(Ellora Derenoncourt, Claire Montialoux): To Reduce Racial Inequality, Raise the Minimum Wage

•   NYT(Kara Swisher): Hillary Clinton Says It’s Different This Time

•   WP(Catherine Rampell): Even Trump can’t save fossil fuels. Renewables are winning.

•   WP(Eugene Robinson): The Trump administration’s covid-19 message: You’re on your own. Try not to die.

•   WP(George T. Conway III): George Conway: I believe in President Trump, now more than ever

•   WP(James Downie): If elected, Biden must go big

•   WP(Howard Fineman): Can Biden close the deal this time? We’ll know soon enough.

•   WP(Leana S. Wen): Meadows says Trump won’t control covid-19. But surrender is not a plan.

•   WP(Jonathan Daniel Wells): Biden, not Trump, is right about the stock market

•   WP(Ben Sheehan): The Constitution won’t guarantee that your vote will count

•   Bloomberg(Conor Sen): The Shine Is Coming Off the Boom Stocks of 2020

•   Bloomberg(John Authers): Markets' Blue Wave Reflation Trade Has One Big Ask: The Fed

•   Bloomberg(Lionel Laurent): Curb the Brexit Enthusiasm. The Hurdles in the U.K. and EU Are Still High

•   Bloomberg(Jonathan Bernstein): Five Ballot Measures to Watch on Election Day

•   Bloomberg(Ramesh Ponnuru): Why the Democrats’ Campaign Against Barrett Fell Flat

•   Bloomberg(Francis Wilkinson): Trump and Republican Senate Care Only About Maintaining Power

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Time’s Up: Stop Playing Games With Covid Relief

•   Bloomberg(Tim Culpan): Samsung's Lee Built a Global Name, Not a Global Company

•   Bloomberg(Zev Chafets): Israel-Sudan Deal Seals Trump's Mideast Legacy

•   CNN(Jeffrey Sachs): Trump team just announced its surrender to the Covid-19 pandemic

•   CNN(Chris Murphy): The American people need to know the facts about Russia's interference in US election

•   CNN(Sylvia Mathews Burwell, Frances Fragos Townsend): Opinion: Whoever wins in November is going to have to solve the Covid-19 crisis

•   CNN(Chris King): Opinion: Trump's big problem in Florida

•   MarketWatch(Pierre Briançon): Neither Trump nor Biden have good plans to reset U.S. trade policy with China

•   Fox News(Liz Peek): Biden's very bad week shakes up race against Trump

•   Reuters(Clyde Russell): China's new international copper contract comes at the right time

•   문화(정용훈): 태양광 경제성에 대한 새빨간 거짓말