Monday, February 3, 2020

Business Intelligence Monitor 200203

[Markets]
※   World share index posts worst month since August
※   U.S., European equity markets fall more than 1%
※   Dismal Chicago PMI adds to fears of slower growth
※   Amazon surges 7.4% as sales beat forecasts
※   Bond yields slump and oil prices slip

[Indicators]
•   미국 1월 미시간대 소비자태도지수: Sentiment Among U.S. Consumers Rises to an Eight-Month High
•   미국 1분기 GDP Nowcasting: Jan 31, 2020: New York Fed Staff Nowcast
•   미국 1분기 GDP Nowcasting: Initial estimate: 2.7 percent — January 31, 2020
•   한국 2019년 항만물동량: 항만 물동량 증가율, 금융위기 이후 최저
•   한국 1월 서울 아파트 거래량: 12·16發 거래한파…매수자가 사라졌다
•   일본 12월 산업생산: Japan's Q4 factory output falls at fastest pace on record

[News]
•   NYT: What if Brexit Works?
•   Bloomberg: One Ordinary Day in Global Trade
•   헤럴드경제(P1): 우한 폐렴, 소비심리를 삼켰다
•   헤럴드경제(P1): LG디스플레이, 8년만에 적자전환
•   헤럴드경제(P1): SK하이닉스, 영업익 2조7000억 그쳐
•   파이낸셜뉴스: "삼성전자 7만5000원까지 간다"
※   산업통상자원부와 방위사업청이 손잡고 본격 추진하는 미래국방 무인기용 고성능 터보팬 엔진 개발사로 에어로스페이스와 두산모트롤이 선정
•   건설경제: GS건설 컨소시엄, 위례신사선 잡았다
※   이 법인에는 두산건설ㆍ대보건설ㆍ대우건설ㆍSK건설ㆍ태영건설 등이 CI(건설투자자)로, KB국민은행과 KDB산업은행이 FI(재무투자자)로 참여
•   Hannover Messe News: Unexpected legal issues lurk in 3D printing
•   Inbound Logistics: 3 Big Barriers to IIoT Integration
•   Inbound Logistics: Charging the Electronics Supply Chain
•   Inbound Logistics: Supply Chain Predictions 2020
•   Nikkei Asian Review: Japan's syndicated loans to India climb 20%
•   Nikkei Asian Review: Japan set to give domestic drone industry a lift
•   Nikkei Asian Review: Toyota launches car rental business in China
※   Ministry of Finance of India: Economic Survey 2019-2020
•   Jakarta Post: Indonesia: Year in review 2019

[Opinions]
•   Project Syndicate(James K. Galbraith): Can Sanders Do it?
•   Project Syndicate(Stan Dupré): The EU’s Risky Green Taxonomy
•   Project Syndicate(Andrés Velasco): In Defense of Cosmopolitanism
•   Project Syndicate(Lucrezia Reichlin): What the ECB’s Strategy Review Must Do
•   Project Syndicate(Harold James): The United Kingdom’s Paradise Lost
•   Project Syndicate(Kaushik Basu): The Approaching Debt Wave
•   FT(Rana Foroohar): Coronavirus will hit global growth
•   FT(Wolfgang Münchau): How to secure the EU’s post-Brexit future
•   FT(Michael Mackenzie): Investors should choose carefully which dip to buy
•   FT(Anand Menon): We still don’t know what Brexit means
•   FT(Robert Tombs): The ‘damn fools’ got it right on Brexit
•   WSJ(Joseph C. Sternberg): Brexit May Make Europe Safe for Democracy
•   WSJ(Sheila Bair): The Republican Case for Elizabeth Warren
•   WSJ(Rahm Emanuel): Democrats May Be Blowing Their Chance
•   WSJ(Elliot Kaufman): The Socialist Evolution of Bernie Sanders
•   NYT(Paul Krugman): Does It Matter Who the Democrats Choose?
•   NYT(Bret Stephens): Bernie’s Angry Bros
•   NYT(Timothy Egan): Bernie Sanders Can’t Win
•   WP(Robert J. Samuelson): The (perplexing) state of the economy Add to list
•   Bloomberg(Daniel Moss): Thanks to China, It's Year of the Black Swan
•   Bloomberg(Conor Sen): Fed Rate Cuts Do No Favors for Spring Homebuyers
•   Bloomberg(Mihir Sharma): India Can’t Spend Its Way Out of a Slowdown
•   Bloomberg(Shuli Ren): A Trader Without Information Is a Dangerous Thing
•   Bloomberg(Brooke Sutherland): Markets Are Ignoring Manufacturers' Glum Message
•   Bloomberg(Brooke Sutherland): Nothing Like a Virus to Ruin Your Friday
•   Bloomberg(John Authers): It Takes an Epidemic to Show Markets Are Efficient
•   Bloomberg(Julian Lee): OPEC Only Faces One Choice in China Virus Crisis
•   Bloomberg(Therese Raphael): Boris Johnson’s Plan to Kill ‘Brexit’
•   Bloomberg(Ferdinando Giugliano): Lagarde’s Cautious Optimism Was Too Optimistic
•   Bloomberg(Clara Ferreira Marques): Thailand's Economy Was Already Sickening
•   Bloomberg(Mark Gilbert): The Robots Are Coming for Fund Management Jobs
•   CNN(Paul Callan): Democrats' impeachment fantasy crashes

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