Sunday, March 15, 2020

Business Intelligence Monitor 200316

(Introduction)

[Markets]
※   Oil shoots up after Trump pledge to fill strategic reserves
※   U.S. national emergency declaration unleashes $50 bln
※   Macro 백업표


[Indicators]
•   US Mar. University of Michigan Consumer Sentiment Index: U.S. Consumers Increasingly Rattled by Coronavirus Fears
•   US Q1 GDP Nowcast: Mar 13, 2020: New York Fed Staff Nowcast
•   Vietnam Feb. Balance of trade: Việt Nam achieves trade surplus of almost $2b in two months
•   Coronavirus: SCMP Live Updates


[News]
※   대구·경북 특별재난지역 선포
•   헤럴드경제(P1): 강남 누르니…사방으로 튄 풍선들
•   파이낸셜뉴스: 지방 6억 이하 주택 몸값 높아질까
•   파이낸셜뉴스(P1): 제주항공의 'SOS'.. 국책銀 2천억 푼다
•   Hannover Messe News: Open source is no longer on the fringe
•   Robotics Business Review: 5 ways robots are disrupting agriculture and farming
•   Nikkei Asian Review: Nissan goes all electric for new cars in Japan


[Opinions]
•   Project Syndicate(Brahma Chellaney): A Made-in-China Pandemic
•   Project Syndicate(Andrei Kolesnikov): The Eternal Putin
•   Project Syndicate(Arkebe Oqubay): When COVID-19 Comes to Africa
•   Project Syndicate(Raghuram G. Rajan): The Pandemic Stress Test
•   Project Syndicate(Anders Åslund): Trump’s Global Recession
•   FT(Editorial Board): A perfect storm wreaks havoc on global markets
•   FT(Wolfgang Münchau): Eurozone stability is under threat again
•   FT(Robert Shrimsley): Why coronavirus is making me miss Brexit
•   FT(Gavyn Davies): Why the Fed dislikes negative rates
•   FT(Jemima Kelly): The crypto collapse gets cataclysmic 
•   FT(Camilla Cavendish): Rishi Sunak’s Budget rose to the occasion
•   FT(Aaditya Mattoo, Michele Ruta): Don’t close borders against coronavirus
•   WSJ(Holman W. Jenkins, Jr.): Covid-19 Can’t Spread if You Stay Home
•   WSJ(Peggy Noonan): ‘Don’t Panic’ Is Rotten Advice
•   WSJ(Mark C. Taylor): It May Not Be the Virus That Kills Me
•   NYT(David Leonhardt): Why Stimulus Matters
•   NYT(Bret Stephens): Trump Meets Nemesis, Punisher of Hubris
•   NYT(Serge Schmemann): Trump’s Chernobyl
•   NYT(David A. Kessler): How to Fix the Coronavirus Testing Mess in 7 Days
•   NYT(Keeanga-Yamahtta Taylor): Why Sanders Isn’t Winning Over Black Voters
•   WP(Henry Olsen): Coronavirus could damage the euro zone
•   WP(E.J. Dionne Jr.):Will the coronavirus socialize our thinking?
•   WP(George F. Will): The false bipartisan narrative on the economy
•   WP(David Von Drehle): Only Mother Nature can save us now
•   WP(Thomas D. Kirsch): The nightmare of rationing health care
•   Bloomberg(Mohamed A. El-Erian): Policy Makers Start to Find Their Footing in Virus Response
•   Bloomberg(Mohamed A. El-Erian): Big Virus Shock Can Be Contained and Reversed
•   Bloomberg(Brian Chappatta): Bond Market Mayhem Lives On in These 10 Charts
•   Bloomberg(Andy Mukherjee): India Can Use Yes Bank Debacle to Chase China in Crypto
•   Bloomberg(Shuli Ren): China Knows a Thing or Two About Trader Tantrums
•   Bloomberg(John Authers): A Hellish Week for Markets Isn't Over Yet
•   Bloomberg(Marcus Ashworth): Short-Selling Bans Only Delay the Inevitable
•   Bloomberg(Marcus Ashworth): Germany's Black Zero Rule Really Does Look Dead
•   Bloomberg(Brooke Sutherland): Coronavirus Is Everyone’s Biggest Problem Now
•   Bloomberg(Clara Ferreira Marques, David Fickling): Countdown to Zero Challenges Big Polluters
•   Bloomberg(Ferdinando Giugliano): What the ECB Actually Meant to Say on Thursday
•   Bloomberg(Karl W. Smith): Congress Is Wrong About Trump’s Payroll Tax Cut
•   Bloomberg(Jonathan Bernstein): Senate Republicans Sit Out the Coronavirus Crisis
•   Bloomberg(Ramesh Ponnuru):What the Fed Can Do After It’s Done All It Can
•   Bloomberg(James Stavridis): A War Plan for the Next Coronavirus Starts Now
•   Bloomberg(Francis Wilkinson): The Covid-19 Class of 2020
•   Bloomberg(Max Nisen): Finally, Some Good News on Coronavirus Testing
•   Bloomberg(Elisa Martinuzzi): At Least the Bankers Did Well With Christine Lagarde
•   Bloomberg(John Micklethwait): A Pandemic in Search of an Establishment
•   Bloomberg(Stephen Mihm): Why the U.S. Doesn’t Have Enough Hospital Beds
•   CNN(Peter Bergen): Trump is stepping up
•   CNN(LZ Granderson): What will happen when Earth reopens?
•   Nikkei Asian Review(William Pesek): Three reasons Asia should fear Trump's coronavirus fiasco

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