Sunday, February 9, 2020

Business Intelligence Monitor 200210

(Introduction)

[Markets]
※   Number of coronavirus cases in China rises
※   Fear of virus curbing global growth offsets U.S. labor data
※   World stock markets post best week since June
※   Oil weakens, government debt yields fall
※   Macro 백업표


[Indicators]
•   Global 2019 Hydrogen fuel cell cars: Hydrogen Fuel Cell Car Sales In 2019 Improved To 7,500 Globally
•   US Jan. Construction employment: Construction Employment Continues to Rise in the New Year
•   US Jan. Nonfarm payrolls: U.S. Economy Added 225,000 Jobs in January
•   US Q1 GDP Nowcast: Feb 07, 2020: New York Fed Staff Nowcast
•   한국 4분기 제조업 국내공급동향: 내수 위축…제조업제품 국내공급 첫 2년 연속 감소
•   한국 2월 주택사업경기실사지수: “신종 코로나 바이러스… 주택공급 단기 영향 크지 않다”
•   한국 주간 KB 주택시장동향:서울 아파트 살 사람 계속 줄어든다
•   India Jan. Consumer sentiment index: Indian consumers’ mood is worsening, slack building, says RBI survey
•   Indonesia Jan. Foreign exchange reserves: Indonesia's foreign exchange reserves close to all-time high in January
•   Coronavirus: SCMP Live Updates


[News]
※   Fed: Monetary Policy Report
•   Global Times: Fiscal, monetary tools to help firms
※   학익동에 들어선 ‘학익두산위브’는 준공후 미분양이 곧 10년을 채운다."
※   한국은행: 해외경제 포커스(제2020-5호)
※   박용만 회장 "수출·내수업체 피해 국회 초당적 경제 활력 입법 촉구"
•   Windpower Monthly: SGRE overtakes Suzlon in India


[Opinions]
•   Project Syndicate(Kevin Rudd): Has the “Great Decoupling” Gone Viral?
•   Project Syndicate(Julie Sunderland): Pandemic Panics
•   Project Syndicate(Kevin Rudd): The Coronavirus and Xi Jinping’s Worldview
•   FT(Rana Foroohar): America’s go-it-alone economy
•   FT(Wolfgang Münchau): Britain and EU are negotiating at cross purposes
•   FT(Gavyn Davies): The Fed’s new inflation regime
•   WSJ(Holman W. Jenkins, Jr.): Winning a 5G Battle but Not the War
•   WSJ(Kimberley A. Strassel): The State of the Democrats
•   WSJ(Barton Swaim): The Bernie Sanders Experience
•   WSJ(Sadanand Dhume): Trump Isn’t the American Modi
•   NYT(Michael R. Bloomberg): Fixing Inequality Is My Priority
•   NYT(Paul Krugman): The Triumph of Fiscal Hypocrisy
•   NYT(David Leonhardt): Chairman Mao and Coronavirus
•   NYT(David Brooks): How Trump Wins Again
•   NYT(Michelle Goldberg): The Harrowing Chaos of the Democratic Primary
•   NYT(Frank Bruni): The Donald Trump Theory of Bernie Sanders
•   WP(Robert J. Samuelson): Is economic growth limited to 2 percent?
•   WP(Eugene Robinson): Mike Bloomberg won the Iowa caucuses
•   Bloomberg(Mohamed A. El-Erian): Don’t Expect China to Rebound Quickly From Coronavirus
•   Bloomberg(David Fickling): A Five-Decade Rivalry Is Playing Out at OPEC+
•   Bloomberg(Liam Denning): Coronavirus Hits Oil's Weakest Credits Hardest
•   Bloomberg(Julian Lee): Paralysis Shows OPEC Is Too Unwieldy
•   Bloomberg(Jonathan Bernstein): Gang Up on Pete Buttigieg? Maybe Not
•   Bloomberg(Jonathan Bernstein): The Big Losers of the New Hampshire Debate
•   Bloomberg(Francis Wilkinson): Joe Biden on the Ropes
•   Bloomberg(Clara Ferreira Marques): Hong Kong Is Showing Symptoms of a Failed State
•   매경(사설): 위기의 ESS 산업 살려야 한다
•   서경(이익환): 월성 1호기 폐기, 국부 死藏이다
•   서경(이우일): 전기자동차 도입의 문제점

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