Wednesday, March 4, 2020

Business Intelligence Monitor 200305

(Introduction)

[Markets]
※   Wall Street rallies as Biden becomes front runner
※   S&P recovers Tuesday’s decline
※   U.S. 10-year Treasury yield rises above 1%
※   Crude, gold prices fall
※   Macro 백업표


[Indicators]
•   US Feb. ADP National Employment Report: U.S. Private Sector Adds 183,000 Jobs in February
•   한국 4분기 예금취급기관 산업별 대출금: 빚내 버티는 자영업자들..도소매·숙박 대출 증가율 역대최대
•   한국 2월 아파트 매매 거래량: 코로나發…분양 줄줄이 연기, 거래위축도 심화
•   한국 2월 외환보유액: 2월 외환보유액 6개월만에 감소
•   Vietnam Feb. Industrial production: IIP rises 6.2% in first two months
•   Myanmar Feb. Manufacturing PMI: Purchasing index shows slowdown in Myanmar’s manufacturing
•   Coronavirus: SCMP Live Updates


[News]
※   Fed: Beige Book
※   The Fund now expects 2020 world growth will be below the 2.9% rate for 2019, and revised forecasts will be issued in the coming weeks, Georgieva said at a news briefing.
※   기재부: 2020년 추가경정예산안
※   UAE 원전 준공식 참석도 무산
※   두타몰·헬로APM 이미 단축
•   아시아경제: 재고 쌓이는 SK하이닉스
•   Windpower Monthly: SGRE set to debut 200-metre rotor turbine
•   Windpower Monthly: First orders for Vestas low-wind turbine
•   Construction Equipment: JCB Manufactures Its 750,000th Backhoe
•   OilPrice.com: OPEC Source: No Wednesday Deal
•   Hannover Messe News: HANNOVER MESSE 2020 postponed
※   postponed to the week of 13 to 17 July
•   Robotics Tomorrow: The Incredible Potential of Soft Robotics
•   Nikkei Asian Review: Japan's coronavirus cases reach 1,000
•   Economic Times: Will Coal India become the next BSNL?


[Opinions]
•   Project Syndicate(Yoichi Funabashi): Will American Populism Damage Japan?
•   Project Syndicate(Minxin Pei): Will the Coronavirus Topple China’s One-Party Regime?
•   Project Syndicate(James K. Galbraith): How America Can Beat COVID-19
•   Project Syndicate(Joseph S. Nye, Jr.): What Is a Moral Foreign Policy?
•   FT(Edward Luce): The stunning resurrection of Joe Biden
•   WSJ(Holman W. Jenkins, Jr.): A Corona-Sanders Panic Ebbs?
•   WSJ(Karl Rove): Biden May Be Saving the Democrats
•   WSJ(William A. Galston): Joe Biden Gets Back in the Ring
•   WSJ(Luciana Borio, Scott Gottlieb): Covid-19 May Have You Working At Home
•   WSJ(Jason L. Riley): The Second Coming of Eugene V. Debs
•   NYT(David Leonhardt): Why Joe Biden Is Winning
•   NYT(Nicholas Kristof): Why Biden Is the Change Candidate
•   NYT(Ross Douthat): The Great Biden Consolidation
•   NYT(Thomas B. Edsall): Trump Has His Sights Set on Black Voters
•   NYT(Keeanga-Yamahtta Taylor): Joe Biden’s Success Shows We Gave Obama a Free Pass
•   NYT(Spencer Bokat-Lindell): After Super Tuesday, What Happens if There’s No Winner?
•   NYT(Jennifer Finney Boylan): Bernie Angry. Bernie Smash!
•   WP(Robert J. Samuelson): The Fed gambled — and lost
•   WP(Dana Milbank): The Sanders revolution has stalled
•   WP(Jennifer Rubin): These myths died on Super Tuesday
•   WP(Jennifer Rubin): Why Elizabeth Warren never caught on
•   WP(Jennifer Rubin): Bloomberg disproves the left’s attack
•   WP(E.J. Dionne Jr.):The Biden surge was all about Trump
•   WP(Greg Sargent): Bernie Sanders faces his biggest test yet
•   Bloomberg(Daniel Moss): The Fed's Rate Cut Is Just the Excuse We Need
•   Bloomberg(David Fickling): What If You Can't Afford to Fight Coronavirus?
•   Bloomberg(Andy Mukherjee): Hong Kong’s Helicopter Money Struggles for Lift
•   Bloomberg(Liam Denning): OPEC’s Capacity for Shock and Awe Is Limited
•   Bloomberg(Barry Ritholtz): How to Fix the Federal Reserve
•   Bloomberg(Brooke Sutherland): GE’s Big Worry Is a Virus, and That Counts as a Win
•   Bloomberg(Ferdinando Giugliano): The Fed's Guns Have Been Spiked By Reluctant Friends
•   Bloomberg(Lionel Laurent): Pizza Deliverers Are Doubly Exposed to the Coronavirus
•   Bloomberg(Jonathan Bernstein): Biden Takes Command
•   Bloomberg(Jonathan Bernstein): Defending the Early States After Super Tuesday
•   Bloomberg(Francis Wilkinson): Biden Should Begin Calling Alexandria Ocasio-Cortez Now
•   Bloomberg(Stephen L. Carter): Biden, Sanders Aren’t That Old (Relatively Speaking)
•   Bloomberg(Andrea Felsted): Shopping Malls Face Their Coronavirus Reckoning
•   Bloomberg(Narayana Kocherlakota): Congress Has an $8 Billion Plan for Coronavirus. It's Not Enough.
•   CNN(Frida Ghitis et al): How Bernie Sanders' juggernaut got stopped
•   CNN(Paul Begala): Texas made Biden the Comeback Cowboy
•   MarketWatch(Daniel Hyman): The Fed has one more surprising way to jolt the economy

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