Thursday, February 20, 2020

Business Intelligence Monitor 200221

(Introduction)

[Markets]
※   Dollar bulldozes other currencies, yen at 10-month low
※   China rate cut done, market focus returns to virus spread
※   Gold prices near seven-year high
※   Macro 백업표


[Indicators]
•   US Jan. Construction input prices: Construction Input Prices Start 2020 on the Rise
•   UK Jan. Retail sales: UK retail gloom eases as spending bounces back
•   한국 4분기 가계동향조사: "경기 거지같다" 가게주인 하소연 사실이었네
•   한국 주간 아파트가격(부동산114):[아파트 시황] 서울 비강남 지역 아파트값 상승세
•   Japan Jan. Convenience store sales: Japan convenience store sales rise in January
•   India Jan. Passenger vehicle retail sales: Passenger vehicle retail sales fall 5% in January on tepid response: FADA
•   Coronavirus: SCMP Live Updates


[News]
•   Hannover Messe News: Bosch is counting on English fuel cells
•   Robotics & Automation News: The Benefits of Robotic Welding in Small Businesses
•   Robotics Tomorrow: MARS - Mobile Arm Robot System
•   Hindustan Times: Is India’s  food inflation imported?


[Opinions]
•   Project Syndicate(Daniel Chirot): Reform or Revolution
•   Project Syndicate(Mark Leonard): The End of the EU’s Brexit Bounce
•   Project Syndicate(Jim O’Neill,): All Eyes on South Korea
•   Project Syndicate(Adair Turner): The Rich World Must Take Responsibility for Its Carbon Footprint
•   Project Syndicate(Aryeh Neier): China’s Great Leap into Epidemic
•   FT(Philip Stephens): Merkel and Macron: Europe’s missed chance
•   FT(Edward Luce): The slow-motion Democratic train wreck
•   FT(Martin Sandbu): How to agree an EU budget on time
•   FT(Editorial Board): The Bloomberg dilemma for the Democrats
•   FT(Marietje Schaake): Big Tech companies want to act like governments
•   WSJ(Daniel Henninger): Why Trump Needs Bill Barr
•   WSJ(Kimberley A. Strassel): Bloomberg Says Me Too to Leftism
•   WSJ(Karl Rove): Democrats Prepare for the Big Test
•   WSJ(Jimmy Lai): China’s Facade of Stability
•   NYT(David Leonhardt): Another Gift to Sanders
•   NYT(Gail Collins): Bloomberg’s Debate Downer
•   NYT(By Jochen Bittner): Germany’s Conservatives Are in a Mess
•   NYT(Ross Douthat, Michelle Goldberg, David Leonhardt): Could Bloomberg Buy the Nomination?
•   NYT(Sirajuddin Haqqani): What We, the Taliban, Want
•   WP(Jennifer Rubin): Who benefits from Bloomberg’s troubles?
•   Bloomberg(Mohamed A. El-Erian): IMF, Argentina Re-Engage in Crucial Test of Resolve
•   Bloomberg(Marcus Ashworth): The City of London Can’t Be Bullied by Brussels
•   Bloomberg(Anjani Trivedi): Selling Cars in China Is Worse Than Making Them
•   Bloomberg(Jonathan Bernstein): Warren Has a Big Night in Vegas. Is It Enough?
•   Bloomberg(Ramesh Ponnuru):Sanders Wins Again. So Does Trump.
•   Bloomberg(Cass R. Sunstein): Why Sanders Supporters Are So Tenacious
•   Bloomberg(Michael R. Strain): U.S. Consumers Are Piling Up Debt, and That’s Fine
•   매경(김발호): 신재생에너지 성장의 필수조건

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