Wednesday, February 19, 2020

Business Intelligence Monitor 200220

(Introduction)

[Markets]
※   Tracking the coronavirus: tmsnrt.rs/3aIRuz7
※   Nasdaq, S&P 500, pan-regional European indexes hit records
※   Euro holds near 3-year lows, gold above $1,600 an ounce
※   Oil gains more than 2% as virus fears ease
※   Macro 백업표


[Indicators]
•   Japan Dec. Machinery orders: Japan machinery orders drop 12.5% in December
•   Japan Jan. Balance of trade: Japan logs goods trade deficit of 1.31tn yen in January
•   Russia Jan. Balance of trade: Coronavirus Hits Russian Exports to China
•   South Africa Jan. CPI: South Africa Inflation Quickens to 7-Month High
•   Coronavirus: SCMP Live Updates


[News]
•   Global Times: Travel ban to dent Russian economy
•   헤럴드경제(P1): 구조조정펀드, 2兆로 덩치 키운다
•   FuelCellsWorks: Hydrogen today and tommorow platinum
•   Robotics Business Review: IFR says robots will get smarter, more collaborative
•   Robotics Tomorrow: The AI Trajectory- Fear of Singularity


[Opinions]
•   Project Syndicate(J. Bradford DeLong): Shelton the Charlatan
•   Project Syndicate(Rabah Arezki): Fossil-Fuel Exporters Must Rethink Monetary Policy
•   Project Syndicate(Michael J. Boskin): Is a Strong Economy Enough to Re-Elect Trump?
•   FT(Mateusz Morawiecki): Polish PM: EU budget is about more than arithmetic
•   WSJ(Holman W. Jenkins, Jr.): Trump Outswamps the 5G Swamp
•   WSJ(William A. Galston): Why the Young Back Bernie Sanders
•   WSJ(Stephen Moore, Adam Michel): A Tax-Cut Idea for Trump
•   NYT(Spencer Bokat-Lindell): Will Bloomberg Save or Sink the Democrats?
•   WP(Robert J. Samuelson): Who’s afraid of Bernie Sanders?
•   WP(Jennifer Rubin): It’s now or never for Elizabeth Warren
•   Bloomberg(Liam Denning): Trump Takes a Slow Ride on Venezuela Sanctions
•   Bloomberg(Clara Ferreira Marques): King Coal Isn’t Dead Yet. Ask Glencore
•   Bloomberg(Ferdinando Giugliano): Christine Lagarde Has a Troubling Ambition
•   Bloomberg(Lionel Laurent): Global Britain Doesn’t Need Free Trade
•   문화(윤순진): 에너지 전환 위한 도약 기대한다

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