Wednesday, March 18, 2020

Business Intelligence Monitor 200319

(Introduction)

[Markets]
※   Lack of liquidity roils fixed-income markets
※   Crude oil futures tumble to 18-year low
※   Dollar index breaks through 100 to near three-year highs
※   Macro 백업표


[Indicators]
•   US Jan. Construction employment: Construction Jobs Increase in 32 States in January
•   Japan Feb. Balance of Trade: Japan's imports from China down 47.1% in February
•   Vietnam Feb. Garment exports: Việt Nam’s garment exports down in two months
•   Coronavirus: SCMP Live Updates


[News]
※   Trump invokes Defense Production Act, Senate passes relief bill as confirmed cases surpass 200,000 world-wide
※   90일이내 무비자 방문은 가능
•   파이낸셜뉴스: 이낙연 "2차 추경 필요" 공식화
•   아시아경제(P1): 우량기업도 자금 조달 비상
•   Industrial Vehicle Technology: Kubota launches three new compact excavators
•   Robotics Tomorrow: Public Benefits of Drone Technology
•   Nikkei Asian Review: Coronavirus: Why Japan tested so few people


[Opinions]
•   Project Syndicate(Tom Frieden): The Three Essential Questions about COVID-19
•   Project Syndicate(Arvind Subramanian): What COVID-19 Means for International Aid
•   Project Syndicate(Gernot Wagner): Compound Growth Could Kill Us – or Make Us Stronger
•   Project Syndicate(Philip Turner): Containing the Dollar Credit Crunch
•   Project Syndicate(Paul De Grauwe): The ECB Must Finance COVID-19 Deficits
•   Project Syndicate(Yanis Varoufakis): Europe Is Unprepared for the COVID-19 Recession
•   Project Syndicate(Elizabeth Drew): Why Biden?
•   FT(Ben Bernanke, Janet Yellen): Fed must act on coronavirus
•   FT(Alice Hearing): Cashless in the coronavirus crisis 
•   WSJ(John H. Cochrane): How to Treat the Financial Symptoms of Covid-19
•   WSJ(Holman W. Jenkins, Jr.): Questioning the Clampdown
•   WSJ(Walter Russell Mead): Beijing Escalates the New Cold War
•   WSJ(William A. Galston): America Wasn’t Prepared for This Crisis
•   NYT(Editorial Board): Give Every American $2,000, Immediately
•   NYT(David Leonhardt): No Stimulus Without Election Protection
•   WP(Jennifer Rubin): What Joe Biden can be doing right now
•   WP(George T. Conway III): George Conway: There is no new Trump
•   Bloomberg(Mohamed A. El-Erian): Worries Ease About U.S. Economic Response to Virus
•   Bloomberg(Brian Chappatta): Reaching for Yield Finally Comes Home to Roost
•   Bloomberg(Brian Chappatta): Why Are Real U.S. Yields Suddenly So High?
•   Bloomberg(Brian Chappatta): Dash for Cash Pushes Treasury Bill Rates Below Zero
•   Bloomberg(John Authers): The Lehman Echoes Are Getting Steadily Louder
•   Bloomberg(Marcus Ashworth): Cheap Sterling Has Reasons to Be Cheaper
•   Bloomberg(Robert Burgess): Here’s Hoping the MMT Crowd Is Correct
•   Bloomberg(Anjani Trivedi): Did China Get It Right? It’s Fair to Ask
•   Bloomberg(Therese Raphael): Boris Johnson's Virus Response Keeps Getting Bigger
•   Bloomberg(Karl W. Smith): The Coronavirus Recession Is Already Here
•   Bloomberg(Jonathan Bernstein): Sanders Has Just One Thing Left to Fight For: Influence
•   Bloomberg(Andreas Kluth): Can the European Union Survive the Coronavirus?
•   Bloomberg(Bobby Ghosh): Europe Is Failing Its Test in Libya
•   Bloomberg(Nir Kaissar): No, Stocks Are Not a Bargain Yet
•   Bloomberg(Andrea Felsted): Retailers May Have to Strike a Grand Bargain
•   Bloomberg(Matthew A. Winkler): Low Municipal Bond Yields Will Aid Virus Recovery
•   CNN(Lakshman Achuthan, Anirvan Banerji): The Fed's latest rate cut was a useless and desperate move
•   MarketWatch(Emmanuel Saez, Gabriel Zucman): Government should say to businesses: Don’t lay anyone off — we got this!

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