Tuesday, March 10, 2020

Business Intelligence Monitor 200311

(Introduction)

[Markets]
※   Markets gain on investor hope of monetary, fiscal stimulus
※   U.S. stocks climb almost 5% but Europe closes lower
※   Oil prices bounce 10% after huge drop; gold prices fall 1%
※   Macro 백업표


[Indicators]
•   US Feb. L.A. Port cargo volumes: Cargo Volumes at L.A. Port Fell 23% in February
•   Eurozone Jan. Industrial production: Eurozone industrial production rebounds before coronavirus hits
•   Coronavirus: SCMP Live Updates


[News]
※   10일 재계에 따르면 희망퇴직을 진행 중인 두산중공업은 신청자에 대한 일대일 면접을 앞두고 고민에 빠졌다.
•   디지털타임스(P1): 앓아누운 경제… 기업도 `시름시름`
※   (주)두산은 상품권판매업 등을 추가할 예정
•   Industrial Vehicle Technology: Volvo retains ConExpo display despite late withdrawal
•   Robotics Tomorrow: Good Things Come in Automated Packages
•   Myanmar Times: Solar power gains ground in Sagaing


[Opinions]
•   Project Syndicate(Barry Eichengreen): Coronanomics 101
•   Project Syndicate(Anatole Kaletsky): COVID-19 by the Numbers
•   Project Syndicate(Willem H. Buiter): The Wealth and Health of Nations
•   Project Syndicate(Lucrezia Reichlin): COVID-19 Is an Opportunity for Europe
•   Project Syndicate(Alexander Mikaberidze): Napoleon’s Middle East Legacy
•   FT(Robin Wigglesworth): Why investors should brace for aftershocks
•   FT(Hung Tran): Coronavirus and debt: a toxic mix
•   WSJ(Walter Russell Mead): Trump and the Pandemic
•   WSJ(William McGurn): And Now a Word for Laissez-Faire
•   WSJ(Daniel Yergin): Covid-19 Makes Oil Markets Sweat
•   NYT(Editorial Board): What the Economy Needs From President Trump
•   NYT(Elizabeth Bruenig): Bernie Sanders Versus the World
•   NYT(Gail Collins, Bret Stephens): Joe Biden Is No Longer Toast
•   WP(Mitch Daniels): Why the Midwest is seeing a resurgence
•   WP(Katrina vanden Heuvel): It’s propaganda, all right — against Bernie Sanders
•   WP(Samuel Kimbriel): The coronavirus is not an economic story
•   WP(Sheldon Whitehouse, James Slevin): Carbon pricing represents the best answer to our climate danger
•   Bloomberg(David Fickling): What the Oil Price Crash Means for the Climate
•   Bloomberg(Justin Fox): Remember the Last Global Pandemic? Probably Not
•   Bloomberg(Tyler Cowen): The U.S. Economy Is Now in Uncharted Waters
•   Bloomberg(Andy Mukherjee): Central Banks Need to Sober Up for This Panic
•   Bloomberg(Shuli Ren): The Last Place You'd Think to Hide in a Meltdown
•   Bloomberg(John Authers): Markets Walked Off the Cliff. Will They Look Down?
•   Bloomberg(Robert Burgess): Nothing's Working for Stocks Except the Math
•   Bloomberg(Anjani Trivedi): Roads to Nowhere Won’t Lead China Out of Crisis
•   Bloomberg(Chris Hughes): The Oil Crisis Is Even Worse News for Shell and BP
•   Bloomberg(Therese Raphael): Rishi Sunak’s ‘Whatever It Takes’ Moment
•   Bloomberg(Jonathan Bernstein): Sanders Is Running for Relevance Now, Not for President
•   Bloomberg(Mark Gongloff): A Coronavirus Recession Will Be Tricky to Fight
•   Bloomberg(Danielle DiMartino-Booth): The Fed Can't Let Bond Yields Fall to Zero
•   Bloomberg(Timothy Kaldas): Egypt’s Economy Faces a Double Whammy
•   CNN(Peter Bergen): The disease expert who warned us
•   MarketWatch(Pierre Briançon): Three questions about Italy’s total lockdown
•   Moscow Times(Chris Weafer): Oil War: Who Will Blink First?

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