Tuesday, March 24, 2020

Business Intelligence Monitor 200325

(Introduction)

[Markets]
※   Stocks rally in biggest single-day bounce in month
※   Major indexes post best gains since 2008 financial crisis
※   Investors relieved as Fed pledge eases bond stress
※   Factory surveys show extent of economic damage
※   Macro 백업표


[Indicators]
•   US Jan. Construction employment: Construction Unemployment Rates Down in 44 States to Start 2020
•   한국 1분기 서울 주택구입태도지수: 집 구매의사 서울 역대 최저
•   Japan Feb. Department store sales: Japan March dept. store sales likely to drop record 40% on virus
•   Japan Feb. Convenience store sales: Virus outbreak boosts Japan convenience store sales in Feb.
•   Vietnam Mar. FDI: Foreign investors pour $8.55b in VN in Q1
•   Coronavirus: SCMP Live Updates


[News]
•   헤럴드경제(P1): 국민연금 300조…위기의 주식자산
•   디지털타임스(P1): `마스크 대란` 숨통 틔운 삼성
•   Construction Equipment: Covid Looms Over Leasing Outlook
•   Industrial Vehicle Technology: How can AI do the heavy lifting in industrial vehicle design?
•   Moscow Times: Arctic Oil Faces Crisis


[Opinions]
•   Project Syndicate(Nouriel Roubini): A Greater Depression?
•   Project Syndicate(Ricardo Hausmann): Flattening the COVID-19 Curve in Developing Countries
•   Project Syndicate(Andrew Sheng): Andrew Sheng Says More…
•   Project Syndicate(Sandrine Dixson-Declève et al): A Green Reboot After the Pandemic
•   Project Syndicate(Jim O’Neill): The G20’s Pandemic Moment
•   Project Syndicate(Roberto Chang, Andrés Velasco): The Virus Turns South
•   Project Syndicate(Nasser Saidi): The Arab World’s Perfect COVID-19 Storm
•   Project Syndicate(Denis Chopera): Can Africa Withstand COVID-19?
•   FT(Christopher Pissarides): Treat all workers fairly to aid the Covid-19 battle
•   FT(Martin Wolf): This pandemic is an ethical challenge
•   FT(Philipp Hildebrand): Central banks must evolve to fight coronavirus
•   WSJ(John H. Cochrane): Flatten the Coronavirus Curve at a Lower Cost
•   WSJ(Holman W. Jenkins, Jr.): The Happy Few Are the Cured
•   WSJ(Walter Russell Mead): Will Coronavirus Kill Populism?
•   WSJ(William A. Galston): Coronavirus Stimulus Should Bar Stock Buybacks
•   WSJ(William McGurn): Business Makes War on Coronavirus
•   WSJ(Angela Williams): Coronavirus Threatens America’s Nonprofits
•   WSJ(John P. Walters): China Is Not a Coronavirus Role Model
•   WSJ(Edward Glaeser): For Now, Pay Workers to Stay Home
•   WSJ(Eran Bendavid, Jay Bhattacharya): Is the Coronavirus as Deadly as They Say?
•   NYT(Editorial Board): Call It ‘Coronavirus’
•   NYT(Paul Krugman): Republicans Add Insult to Illness
•   NYT(David Leonhardt): Plan Beats No Plan
•   NYT(Narges Bajoghli, Mahsa Rouhi): How Trump Sanctions on Iran Will Worsen the Pandemic
•   NYT(Edward P. Lazear): Economic Stimulus Is the Wrong Prescription
•   NYT(Gail Collins, Bret Stephens): Trump Doesn’t Have the Attention Span to Fight Coronavirus
•   NYT(Adam J. Levitin, Satyam Khanna): How to Get Money to Small Businesses, Fast
•   NYT(Andrew Carmellini et al): Will We Have an America Without Restaurants?
•   WP(Robert J. Samuelson): Will the economy bounce back?
•   WP(Jennifer Rubin): Looking for antidotes to uncertainty?
•   WP(Katrina vanden Heuvel): The coronavirus’s threat to democracy itself
•   Bloomberg(Daniel Moss): There's No Way 267 Million People Had Zero Cases
•   Bloomberg(Tyler Cowen): How the Covid-19 Recession Is Like World War II
•   Bloomberg(Brian Chappatta): Fallen Angels Are Coming and the Fed Can’t Save Them
•   Bloomberg(Shuli Ren): We're Looking at a System-Wide Margin Call
•   Bloomberg(Liam Denning): Chevron and Conoco Point the Way for Exxon
•   Bloomberg(John Authers): What You May Have Missed During That Netflix Binge
•   Bloomberg(Robert Burgess): Traders Put Their Faith in American Resilience
•   Bloomberg(Brooke Sutherland): How to Make a Boeing Bailout More Palatable
•   Bloomberg(Brooke Sutherland): New York Can’t Wait Until June for Ventilators
•   Bloomberg(Jonathan Bernstein): Trump Isn’t Acting Like a Wartime President
•   Bloomberg(Hal Brands): The Death of Globalization? Get Real
•   Bloomberg(Michael R. Strain): Trump Would Hurt Economy by Trying to Restart It
•   Bloomberg(Stephen L. Carter): No, China Can't Be Sued Over Coronavirus
•   Bloomberg(Amr Adly): The Pandemic Could Transform Informal Labor
•   Bloomberg(Morgan Ricks, Lev Menand): Let’s Pay the Stimulus in Digital Dollars
•   Bloomberg(Melvyn Krauss): The 'No Limits' Solution to Europe's Virus Hit
•   MarketWatch(Efraim Benmelech, Carola Frydman, Dimitris Papanikolaou): Chicago is turning empty hotel rooms into temporary coronavirus isolation spaces — other cities should do the same
•   MarketWatch(Peter J. Nigro): Bailouts must serve American workers and taxpayers first
•   Nikkei Asian Review(William Pesek): Coronavirus crisis will send globalization into reverse
•   디지털타임스(임채덕): AI드론, 한국드론산업 전기 될 수 있다

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