Monday, March 23, 2020

Business Intelligence Monitor 200324

(Introduction)

[Markets]
※   Macro 백업표


[Indicators]
•   Eurozone Mar. Consumer confidence index: Eurozone consumer confidence hits 5-year low
•   한국 2분기 수출산업경기전망지수: 코로나 절벽에 선 수출기업
•   Coronavirus: SCMP Live Updates


[News]
※   대한항공·두산인프라코어 등 BBB 등급 회사채 금리가 치솟은 것(채권값 하락)은 불안감이 커진 투자자들이 낮은 등급의 채권을 내다 판 결과
•   헤럴드경제(P1): 금융위, 은행장들과 BIS 조정 논의
•   헤럴드경제(P1): 더 심각한 2차 경제쇼크 우려
•   헤럴드경제: LGD, 광저우 OLED 공장 이달 가동
•   파이낸셜뉴스: 조선3사 올 수주목표 달성 힘들 듯
•   아시아경제(P1): 대기업 실탄 바닥, 정부는 눈치만
•   아시아경제: ELS, 4조5938억 원금손실 공포
•   디지털타임스(P1): 韓경제 `역성장 전망` 쏟아진다
•   Construction Equipment: John Deere Responds to Covid-19
•   Industrial Vehicle Technology: Caterpillar unveils four new backhoe loaders
•   Industrial Vehicle Technology: CNH Industrial announces temporary suspension of operations
•   Robotics & Automation News: Robots, robotics and the disabled population
•   Robotics & Automation News: The future of AI in cars and personal car leasing
•   Viet Nam News: No electricity price hikes this year


[Opinions]
•   Project Syndicate(Carmen M. Reinhart): This Time Truly Is Different
•   Project Syndicate(Roman Frydman, Edmund S. Phelps): Insuring the Survival of Post-Pandemic Economies
•   Project Syndicate(Shang-Jin Wei): Beating COVID-19 and the Economic Pandemic
•   Project Syndicate(Shahra Razavi): Social Protection Pays Off
•   Project Syndicate(Bernard Haykel): Saudi Arabia’s Radical New Oil Strategy
•   Project Syndicate(Mark Roe): A Simple Way to Keep the COVID-19 Economy Working
•   FT(Editorial Board): Industry can adapt to help fight coronavirus
•   FT(Gideon Rachman): Nationalism is a side effect of coronavirus
•   FT(Robert Shrimsley): Boris Johnson’s agenda is over
•   FT(Nick Butler): Climate change is still with us
•   WSJ(Allison Schrage): Risk, Uncertainty and Coronavirus
•   NYT(Paul Romer, Alan M. Garber): How to Prevent a Coronavirus Depression
•   NYT(David Leonhardt): How Trump Is Worsening the Virus Now
•   NYT(Louise Aronson): ‘Covid-19 Kills Only Old People.’ Only?
•   WP(Editorial Board): It’s too soon to relax social distancing
•   WP(Megan McArdle): The Fed can only buy us a little time
•   Bloomberg(Mohamed A. El-Erian): Balance-Sheet Stress Worsens Bailout Dilemma
•   Bloomberg(David Fickling): Emirates Is Grounded, and Global Aviation With It
•   Bloomberg(Noah Smith): Americans Need a Break on Repaying Their Debts
•   Bloomberg(Narayana Kocherlakota): The Fed Should Never Lend to Anyone Other Than Banks
•   Bloomberg(Brian Chappatta): Bond ETFs Will Never Be the Same After Coronavirus
•   Bloomberg(Andy Mukherjee): Refusing Free Money Is a Sign of Fear
•   Bloomberg(Liam Denning): America Should Avoid Foreign Oil Entanglements
•   Bloomberg(John Authers): Feeling Adrift? Here's a Crisis Map for Investors
•   Bloomberg(Barry Ritholtz): U.S. Can Get Bailouts Right This Time
•   Bloomberg(Clara Ferreira Marques): Metals Buckle Under Virus Double Whammy
•   Bloomberg(Ferdinando Giugliano): The Lessons from Italy’s Covid-19 Mistakes
•   Bloomberg(Karl W. Smith): Put the Fed in Charge of the Coronavirus Bailout
•   Bloomberg(Andreas Kluth, Ferdinando Giugliano): Was Germany Right to Hoard Its Money After All?
•   Bloomberg(Daniel Babich): Unshackle the Banks to Prevent a Deep Recession
•   Bloomberg(Neil Barofsky): Big Bailouts Need Fierce Watchdogs
•   CNN(Peter Bergen): Trump's painful dilemma
•   CNN(Paul R. La Monica): Bailout rage doesn't help anyone
•   MarketWatch(Peter Morici): How Trump could outflank Biden and win re-election

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