Tuesday, March 3, 2020

Business Intelligence Monitor 200304

(Introduction)

[Markets]
※   Federal Reserve cuts interest rates by 50 basis points
※   Yield on 10-year U.S. Treasury below 1%
※   Gold soars 3% after Fed’s rate cut
※   Dollar sinks, oil pares initial gains
※   Macro 백업표


[Indicators]
•   UK Feb. Construction PMI: Surge in housebuilding boosts UK construction
•   한국 2월 주요 은행 신용대출: 주담대 죄니 '풍선효과'...2월 신용대출 1조 급증
•   Indonesia Feb. Manufacturing PMI: Indonesia's manufacturing industry expansive despite virus spread
•   Australia Benchmark rate: Coronavirus Drives Interest Rates Lower in Australia
•   Coronavirus: SCMP Live Updates


[News]
※   조합원 274명 가운데 264명이 투표한 결과 144 대 120으로 금호산업 컨소시엄이 두산건설을 이겼다.
•   헤럴드경제(P1): 군산, 산업위기지역 ‘2년 더’
•   파이낸셜뉴스(P1): 이와중에 '北 개별관광' 꺼낸 정부
※   퓨얼셀랩스·두산모빌리티이노베이션 전략적 제휴
•   Industrial Vehicle Technology: ConExpo registration outpacing 2017 despite health concerns


[Opinions]
•   Project Syndicate(Stephen S. Roach): An interview with Stephen S. Roach
•   Project Syndicate(Richard N. Haass): How Not to Leave Afghanistan
•   Project Syndicate(Koichi Hamada): The Fiscal Fight Against COVID-19
•   FT(Michael Skapinker): Why jargon should not be banished from workplaces
•   FT(Jonathan Wheatley): EM bonds appear immune to coronavirus
•   WSJ(Walter Russell Mead): Look Out, World—It’s Sanders
•   WSJ(William McGurn): The Democrats’ Israel Problem
•   WSJ(Adena Friedman): Capital Is Part of the Coronavirus Cure
•   WSJ(John Carlson): A Republican Vote for Bernie Sanders
•   NYT(Paul Krugman): Paranoid Politics Goes Viral
•   NYT(Paul Krugman): Can the Fed and Friends Save the Economy?
•   NYT(David Leonhardt): Flying Blind Into Super Tuesday
•   NYT(Michelle Goldberg): Bernie Sanders Can’t Count on New Voters
•   NYT(Geremie R. Barmé): China’s Coronavirus Crisis Is Just Beginning
•   NYT(Binyamin Appelbaum): The Fed Can’t Save Us From the Coronavirus
•   NYT(Mara Gay): Mike Bloomberg Heads South
•   WP(Jennifer Rubin): Does Warren want to win this thing?
•   WP(Jennifer Rubin): Bernie Sanders and the populist conceit
•   WP(Helaine Olen): Jack Welch’s toxic legacy
•   Bloomberg(Mohamed A. El-Erian): A Global Economic Shock Needs a Global Solution
•   Bloomberg(Daniel Moss): Market Superheros Better Not Disappoint This Time
•   Bloomberg(Mihir Sharma): Trump’s Taliban Deal Is Bad for India
•   Bloomberg(Brian Chappatta): Fed Delivers Shock and Awe With a Huge Rate Cut
•   Bloomberg(Brian Chappatta): U.S. 10-Year Yield Breaks 1% on Highway to Zero
•   Bloomberg(John Authers): Big Bounces Are Poor Stock Market Indicators
•   Bloomberg(Nisha Gopalan): Hong Kong's Property Insiders Are in Buy Mode
•   Bloomberg(Anjani Trivedi): We Need to Prepare for Pandemics. They’ll Keep Coming
•   Bloomberg(Ferdinando Giugliano): How the ECB Can Fight the Coronavirus Crisis
•   Bloomberg(Karl W. Smith): What the Coronavirus Demands of the Fed
•   Bloomberg(Jonathan Bernstein): Winnowing Is Finally Working for Democrats
•   Bloomberg(Jonathan Bernstein): Two Reasons for Trump to Worry About November
•   Bloomberg(Ramesh Ponnuru):The Fed Has Plenty of Ammunition Left for Coronavirus
•   Bloomberg(Andreas Kluth): A New Refugee Crisis Could Break the EU
•   Bloomberg(Bobby Ghosh): Oman’s New Ruler Takes a Big Reform Risk
•   Bloomberg(Daniel Gordis): Netanyahu Won, But So Did Israel’s Arabs
•   Bloomberg(Stephen L. Carter): Price-Gouging on Coronavirus Masks Isn’t Easy to Fix
•   Bloomberg(Chris Hughes): Coronavirus Tester Gets $10 Billion of Good News
•   Bloomberg(Elisa Martinuzzi): Financial Traders Are Getting Their Coronavirus Test
•   Bloomberg(Virginia Postrel): The World Is a Giant Cruise Ship Called the Covid-19
•   CNN(David M. Perry): Klobuchar departure sends a strong message

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