Sunday, March 1, 2020

Business Intelligence Monitor 200302

(Introduction)

[Markets]
※   MSCI ACWI down over 10% this week
※   Powell tries to sooth markets, Fed rate cut next month priced in
※   Global stock markets lose the value of Japan’s GDP in a week
※   Macro 백업표


[Indicators]
•   US Feb. University of Michigan consumer sentiment index: U.S. Consumer Sentiment Holds Up in Second Half of February
•   US Q1 GDP Nowcast: Feb 28, 2020: New York Fed Staff Nowcast
•   Germany Feb. CPI·Employment: German inflation and jobless figures boost eurozone economy
•   Japan Jan. Employment: Japan job availability in January near 3-year low
•   Japan Jan. Industrial production: Japan's factory output rises 0.8% in Jan to beat forecasts
•   Coronavirus: SCMP Live Updates


[News]
•   파이낸셜뉴스(P1): '벌점제 개정' 건설업계 강력 반발
•   파이낸셜뉴스: 갤럭시 S20 울트라 '귀하신 몸'
•   Windpower Monthly: Signs of improvement, must try harder
•   MIT Technology Review: How to prepare for the coronavirus like a pro
•   Hannover Messe News: Drones autonomously inspect power lines
•   Nikkei Asian Review: No, Dr. Nye, the future is Asian: Parag Khanna


[Opinions]
•   Project Syndicate(Joseph E. Stiglitz): Solidarity Now
•   Project Syndicate(Harold James): A Pandemic of Deglobalization?
•   Project Syndicate(Gernot Wagner): The True Price of Carbon
•   Project Syndicate(Chris Patten): Liberal Democracy and Its Enemies
•   Project Syndicate(Paola Subacchi): taly’s New Affliction
•   Project Syndicate(Michael Spence): Can China’s Economy Withstand the Coronavirus?
•   FT(Rana Foroohar): Corporate margins are going to be squeezed
•   FT(Edward Luce): Joe Biden: the comeback grandpa
•   FT(Editorial Board): Modi is taking India down a dangerous path
•   FT(Merryn Somerset Webb): Buying the coronavirus dip would be bold indeed
•   WSJ(Holman W. Jenkins, Jr.): Fear Itself Is the Biggest Coronavirus Danger
•   WSJ(Barton Swaim): Can Biden Recover in South Carolina?
•   WSJ(Jason Willick): What Kind of Voter Supports Mike Bloomberg?
•   WSJ(Robert D. Kaplan): Coronavirus and the Tragedy of Iran
•   WSJ(Elizabeth Truss): The U.K. Wants a U.S. Trade Deal
•   WSJ(James Huffma): Against Sanders, Trump Is the Lesser Evil
•   NYT(Paul Krugman): When a Pandemic Meets a Personality Cult
•   NYT(David Leonhardt): Trump and the Virus
•   NYT(Nicholas Kristof): Is This Coronavirus ‘the Big One’?
•   NYT(Bret Stephens): Why Bernie Scares Me
•   NYT(David Brooks): No, Not Sanders, Not Ever
•   NYT(Timothy Egan): Democrats, Your Time Is Running Out
•   NYT(Michelle Cottle): What Comes Next, Joe Biden?
•   NYT(Jamelle Bouie): The Case for Bernie Sanders
•   NYT(Ross Douthat): The Case for Joe Biden
•   NYT(David Brooks): The Case for Mike Bloomberg
•   NYT(Maureen Dowd): Trump Makes Us Ill
•   NYT(Annalee Newitz): How to Be a Smart Coronavirus Prepper
•   WP(Robert J. Samuelson): The coronavirus gores Trump’s bull market
•   WP(Henry Olsen): Don’t buy into Joe Biden’s momentum
•   WP(Dana Milbank): For Trump, a reckoning has come
•   WP(Jennifer Rubin): Democracy is not a meritocracy
•   WP(E.J. Dionne Jr.):Super Tuesday’s viral politics
•   WP(David Von Drehle): Why America can’t escape the Middle East
•   WP(Kathleen Parker): Coronavirus hits the campaign trail
•   WP(Michèle Flournoy, Stephen J. Hadley): The U.S. deal with the Taliban is an important first step
•   Bloomberg(Mohamed A. El-Erian): The Four-Stage Impacts of the Coronavirus
•   Bloomberg(Mohamed A. El-Erian): The Good, the Bad and the Ugly of the Coronavirus Response
•   Bloomberg(David Fickling): What the Coronavirus End Game Will Look Like
•   Bloomberg(Tyler Cowen): The Fear Is About More Than the Coronavirus
•   Bloomberg(Brian Chappatta): Bond Traders See Fed Facing an All-or-Nothing Decision
•   Bloomberg(Brian Chappatta): Markets Are in Crisis, Not the Financial System
•   Bloomberg(Andy Mukherjee): Can Singapore Save the World From Sinking?
•   Bloomberg(Marcus Ashworth): Markets Are Pricing in a Coronavirus Recession
•   Bloomberg(Julian Lee): A $30 Oil Price Is the Real Virus Threat to OPEC
•   Bloomberg(Therese Raphael): Boris Johnson Denies the Laws of Gravity
•   Bloomberg(Ferdinando Giugliano): Europe's Coronavirus Plan Is Not Enough
•   Bloomberg(Jonathan Bernstein): How South Carolina May Shape the Democratic Race
•   Bloomberg(Hal Brands): China Fails the Leadership Test on Coronavirus
•   Bloomberg(Ramesh Ponnuru):Nikki Haley Says the Free Market Isn't Free Enough
•   Bloomberg(Cass R. Sunstein): The Cognitive Bias That Makes Us Panic About Coronavirus
•   Bloomberg(Andreas Kluth): Germany’s Obstinate Stinginess Hurts Everyone
•   Bloomberg(James Stavridis): Turkey Is a Mediocre NATO Ally, But Russia Is Enemy No. 1
•   Bloomberg(Bobby Ghosh): Erdogan Is Holding a Gun to His Own Head in Syria
•   Bloomberg(Faye Flam): How to Prepare (Rationally) for the Coronavirus
•   Bloomberg(Adam Minter): Quarantine for Coronavirus Has Serious Side Effects
•   CNN(Richard Galant): Donald Trump meets a new enemy: Coronavirus
•   MarketWatch(Simon Maierhofer): Despite the meltdown, the bull market isn’t over yet

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