Thursday, March 12, 2020

Business Intelligence Monitor 200313

(Introduction)

[Markets]
※   MSCI All-Country World index down over 20% from recent peak
※   European shares hit lowest level since 2013
※   Oil slumps, gold sinks, bitcoin plunges 25%
※   Wall Street briefly halts trading; VIX hits highest since 2008
※   Macro 백업표


[Indicators]
•   US Weekly Consumer comfort index: Sixth Weekly Drop in U.S. Consumer Comfort Is Longest Since 2015
•   Eurozone Benchmark rates: ECB Steps Up Stimulus, but Doesn’t Cut Rates
•   한국 2월 건설사 분양: 코로나 충격에…2월 분양 36.6% 그쳐
•   한국 주간 아파트 가격(감정원): 코로나에도 버티는 수도권 집값…지방은 흔들
•   한국 주간 아파트 가격(부동산114): [아파트 시황] 규제 비껴간 시흥·부천 `키맞추기` 집값 상승
•   India Jan. Industrial production: Industrial production grows 2 per cent in January
•   Myanmar Benchmark rates: Central Bank of Myanmar cuts interest rates by 0.5%
•   Coronavirus: SCMP Live Updates


[News]
※   Brazilian official who recently met with president has tested positive for Covid-19
•   CNBC: What is a pandemic?
•   Fox Business: Virus fallout leads to layoffs in US
•   아시아경제: 코로나 불똥 튄 2차전지 소송
•   팍스넷뉴스: [ESS 점검] 배터리 산업의 꽃
•   Phone Arena: Samsung Galaxy Z Flip Review
•   Hannover Messe News: A digital twin is speeding up shipbuilding


[Opinions]
•   Project Syndicate(Jorge G. Castañeda): Latin America’s Critical Election
•   Project Syndicate(Gerd Gigerenzer): Why What Does Not Kill Us Makes Us Panic
•   FT(Robin Wigglesworth): US stocks’ record bull run brought to abrupt end
•   FT(Jonathan Wheatley): China’s debt problem is really an asset problem
•   WSJ(Daniel Henninger): The Democrats Self-Quarantine
•   WSJ(Hal Scott): Dodd-Frank Worsens Covid’s Risk
•   WSJ(Aaron Yelowitz, Michael Saltsman): Paid Sick Leave Is a Failed Cure
•   WSJ(Joseph C. Sternberg): Europe’s Coronavirus Fate Is Already Sealed
•   NYT(Paul Krugman): It’s a MAGA Microbe Meltdown
•   NYT(Nicholas Kristof): 12 Steps to Tackle the Coronavirus
•   NYT(Ross Douthat, Michelle Goldberg, David Leonhardt): The Pandemic vs. The President
•   NYT(Ian Goldin): Can We Stop a Coronavirus Recession?
•   WP(Editorial Board): Congress, go big before you go home
•   WP(Jennifer Rubin): Women are rejecting Sanders
•   WP(Jon Cowan, Jim Kessler): It’s not when Sanders leaves the race, but how.
•   Bloomberg(Brian Chappatta): The Fed Proves It Will Do Whatever It Takes in Repo
•   Bloomberg(Brian Chappatta): Treasury Liquidity Dries Up. Fed Makes It Rain.
•   Bloomberg(Liam Denning): Fracking Needs a Shakeout, Not a Bailout
•   Bloomberg(John Authers): The Bad News Is That the News Is Really Bad
•   Bloomberg(John Authers): Trump Vaunted the Rally. Now He Owns the Collapse
•   Bloomberg(Marcus Ashworth, Mark Gilbert): ECB Throws Italian Bonds to the Bears
•   Bloomberg(Jim Bianco): Markets Need to See the Government Panic
•   Bloomberg(Clara Ferreira Marques): Coal's Sell-By Date Just Moved Closer
•   Bloomberg(Therese Raphael): Boris Johnson Hits the All-You-Can-Eat Buffet
•   Bloomberg(Ferdinando Giugliano): Christine Lagarde Does Whatever It Doesn't Take
•   Bloomberg(Ferdinando Giugliano): Christine Lagarde Has Three Big Options
•   Bloomberg(Jonathan Bernstein): Trump’s Coronavirus Speech Was Not Especially Reassuring
•   Bloomberg(Andreas Kluth): With Oil This Cheap, Why Bother Going Green?
•   Bloomberg(Bobby Ghosh): Why on Earth Did Iran Bait Trump Now?
•   Bloomberg(Tim Culpan): Skip the Coronavirus Denial and Stop the Dying
•   Bloomberg(Mark Gongloff): Coronavirus Triggers the Worst Market Crash Since 1987
•   CNN(Peter Bergen): Trump's coronavirus speech was a disaster
•   CNN(Jeffrey D. Sachs): The huge divide between Biden and Sanders
•   파이낸셜뉴스(사설): 탈원전 희생양 두산重

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