Sunday, February 23, 2020

Business Intelligence Monitor 200224

(Introduction)

[Markets]
※   Markets spooked as virus spreads outside China
※   Dollar slips as U.S. data disappoints
※   Yen rebounds on safe-haven demand
※   Gold scales fresh 7-year peak
※   Macro 백업표


[Indicators]
•   US Jan. Existing-home sales: Home Sales Sluggish as Lack of Inventory Frustrates Buyers
•   US Q1 GDP Nowcast: Feb 21, 2020: New York Fed Staff Nowcast
•   Eurozone Feb. PMI: Eurozone shrugs off epidemic concerns
•   한국 주간 KB 주택시장동향:강남·서초 소강상태…용인·수원·인천 급등
•   Japan Jan. Department store sales: Coronavirus hits sales at Japan department stores in January
•   India Feb. Power demand: Power demand up 7.5 per cent in February
•   Coronavirus: SCMP Live Updates


[News]
※   IMF: G-20 Surveillance Note
※   임대료 인하 요청에 쇼핑몰 '두타'가 가장 먼저 응했다.
※   두산중공업은 지난 20일 오후 창원공장 사내 부속 병원에 근무하는 직원이 발열 증상을 보여 이후 병원을 폐쇄했다고 이날 밝혔다.
※   현대삼호중공업, 두산인프라코어가 이달 발행한 사모채에도 이러한 강제상환옵션이 붙었다.
※   한국은행: 해외경제 포커스(제2020-7호)
•   Hannover Messe News: A gentle way to crack new markets!
•   Robotics & Automation News: China buys Danish robots to fight coronavirus
•   Folha de S.Paulo: Oil Workers Suspend Petrobras Strike


[Opinions]
•   Project Syndicate(Javier Solana): Relieving Libya’s Agony
•   Project Syndicate(Yanis Varoufakis): Brexit’s Stealthy Rationality
•   Project Syndicate(Carl Bildt): Has Australia’s Luck Run Out?
•   Project Syndicate(Bernard Haykel): What’s at Stake in Libya?
•   FT(Rana Foroohar): Coronavirus is speeding up decoupling
•   FT(Wolfgang Münchau): Europe is still in thrall to the analogue mindset
•   FT(Editorial Board): Tech finds its climate conscience
•   FT(Jonathan Wheatley): It is too much to hope for a big bounce in EM
•   WSJ(Holman W. Jenkins, Jr.): How Not to Panic Over the Wuhan Virus (or Russia)
•   WSJ(Peggy Noonan): The Best Democratic Debate in Years
•   WSJ(Rahm Emanuel): Bernie Sanders, Insider
•   WSJ(Tunku Varadarajan): A Hollywood Legend Talks Politics
•   WSJ(Andy Kessler): Don’t Buy Into Big-Tech Hysteria
•   WSJ(Mary Anastasia O’Grady): Mexico Slides Toward One-Man Rule
•   WSJ(Michael Saltsman): Bloomberg Joins the Unions
•   NYT(Paul Krugman): Warren, Bloomberg and What Really Matters
•   NYT(Paul Krugman): Bernie Sanders Isn’t the Left’s Trump
•   NYT(Bret Stephens): The Democrats Are in Trouble
•   NYT(Frank Bruni): Why Democrats Are Bound for Disaster
•   WP(Robert J. Samuelson): Trump is hooked on deficits
•   WP(Jennifer Rubin): What Mike Bloomberg has and has not done
•   WP(E.J. Dionne Jr.):Why Trump is gloating about Nevada
•   WP(Helaine Olen): Maybe it will take a woman to beat Trump
•   Bloomberg(Noah Smith): The Key to Bitcoin’s Future: Inflation
•   Bloomberg(Brian Chappatta): Climate Change Is Coming to Your Hometown Bonds
•   Bloomberg(Brooke Sutherland): Maybe Global Supply Chains Were a Bad Idea
•   Bloomberg(Karl W. Smith): The Trump Effect on the Economy Is Undeniable
•   Bloomberg(Jonathan Bernstein): Watch for Who Finishes Second in Nevada
•   Bloomberg(James Stavridis): The U.S. Can’t Afford to Lose the Philippines
•   Bloomberg(Francis Wilkinson): Democrats Need to Attack Sanders Head On
•   Bloomberg(Adam Minter): Japan Can’t Run Out the Clock on Coronavirus
•   Bloomberg(Stephen L. Carter): Why Black Voters Keep Picking Democrats
•   Bloomberg(Ferdinando Giugliano): The ECB Is in For a Coronavirus Shocker
•   MarketWatch(Mark Hulbert): What a falling dollar could do to the stock market
•   로봇신문(장길수): 물류 로봇, '실기(失機)'는 없다

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