Tuesday, March 17, 2020

Business Intelligence Monitor 200318

(Introduction)

[Markets]
※   Dollar gains as Fed moves to bolster tight credit markets
※   Gold jumps on efforts to add liquidity to markets
※   Oil edged lower as demand weakens due to coronavirus
※   Macro 백업표


[Indicators]
•   US Mar. NAHB housing market index: Homebuilder sentiment falls, as coronavirus begins to factor in
•   Germany Feb. ZEW economic sentiment index: German investor sentiment hits lowest level in 12 years
•   Vietnam Feb. Auto sales: Automobile sale up despite COVID-19 spread
•   Coronavirus: SCMP Live Updates


[News]
•   조선비즈: 개미의 반란 성공할까
※   인도에서도 북부 우타르 프라데시주(州)에 있는 두산중공업의 '오브라-C 석탄화력발전소' 공사 현장에서 한국인 근로자 2명을 자가 격리 조치하는 일이 발생한 것으로 확인
•   Windpower Monthly: India ends tariff caps on tenders
•   FuelCellsWorks: New tech turns manure into hydrogen
•   Industrial Vehicle Technology: Hitachi unveils next-gen excavators
•   OilPrice.com: China's Power Demand Dives In 2020
•   Hannover Messe News: Industrial alliances are on the move


[Opinions]
•   Project Syndicate(Donna Dickenson, Katie Hasso, Marcy Darnovsky): Heritable Human Genome Editing Is Not Inevitable
•   Project Syndicate(Robert Skidelsky): Robert Skidelsky Says More…
•   Project Syndicate(Federica Mogherini): Listening to the Pandemic
•   Project Syndicate(Willem H. Buiter): When “Whatever It Takes” Isn’t Enough
•   Project Syndicate(Pinelopi Koujianou Goldberg): A Silent Hero of the Coronavirus Crisis
•   FT(Martin Wolf): The virus is an economic emergency too
•   FT(Francis R Fannon): The green revolution’s inconvenient truth 
•   WSJ(Walter Russell Mead): China’s Coronavirus Opportunity
•   WSJ(Sarah Keohane Williamson, Mark D. Wiseman): Investors, Keep Your Eye on the Long Run
•   WSJ(George Melloan): A Reckoning for Indebted Companies
•   WSJ(Allysia Finley): Young Voters Outgrow Bernie Sanders
•   WSJ(Luciana Borio, Scott Gottlieb): American Hospitals Can Avoid Italy’s Fate
•   NYT(Paul Krugman): Step Aside for Powell and Pelosi
•   NYT(David Leonhardt): ‘More Severe Than the Great Recession’
•   NYT(Ezekiel J. Emanuel, Susan Ellenberg, Michael Levy): The Coronavirus Is Here to Stay, So What Happens Next?
•   WP(Jennifer Rubin): Trump’s damage is already done
•   Bloomberg(Brian Chappatta): Fed Should Buy Munis Now to Combat Coronavirus
•   Bloomberg(Shuli Ren): Meddlers Make a Bad Market Worse
•   Bloomberg(John Authers): Resist Your Inner Buffett. It's Time to Do Nothing
•   Bloomberg(Robert Burgess): Wall Street Asks Questions That Have No Answers
•   Bloomberg(Julian Lee): The End of OPEC Is Here
•   Bloomberg(Brooke Sutherland): Give Boeing the Bailout It Doesn’t Deserve
•   Bloomberg(Chris Bryant): Nimble Corporate Cash Managers Face a Reckoning
•   Bloomberg(Clara Ferreira Marques): Oil War May Revive China's Yuan Ambitions
•   Bloomberg(Therese Raphael): Why Boris Johnson Reversed Britain’s Virus Response
•   Bloomberg(Ferdinando Giugliano): Euro Area’s Virus Response Is Still Insufficient
•   Bloomberg(Lionel Laurent): Macron and Merkel's 'War' on the Coronavirus Will Bite
•   Bloomberg(Jonathan Bernstein): The Coronavirus Threat (Mostly) Jolts Senators Awake
•   Bloomberg(Bobby Ghosh): Saudi Arabia’s Oil War Has Torpedoed Iraq
•   Bloomberg(Max Nisen): A Coronavirus Treatment Worth Watching
•   Bloomberg(Pankaj Mishra): Coronavirus Will Revive an All-Powerful State
•   Bloomberg(Narayana Kocherlakota): Trump’s $1.2 Trillion Won’t Do It. Try $2.5 Trillion
•   Bloomberg(Peter B. Bach, Mark Trusheim): U.S. Should Buy Coronavirus Vaccines Before They’re Invented
•   CNBC(Julianna Tatelbaum): Coronavirus is restricting market efficiency
•   서울(황성기): 석탄금융의 불편한 진실

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