Wednesday, March 25, 2020

Business Intelligence Monitor 200326

(Introduction)

[Markets]
※   MSCI world index adds to biggest climb since 2008 crisis
※   MSCI, Dow, S&P 500 post back-to-back gains
※   Gold retains most of advance after big jump
※   Dollar slips as markets wait for U.S. stimulus package
※   Macro 백업표


[Indicators]
•   Germany Mar. Ifo Business Climate Index: : German Business Outlook Collapses With Economy Largely Shut Down
•   Coronavirus: SCMP Live Updates


[News]
※   두산重 지원여부 의견 엇갈려
※   두산중공업은 오는 30일 주총에서 발행주식의 총수 한도를 기존 4억 주에서 20억 주로 늘리기로 했다. CB와 BW 발행 한도도 각각 2조원까지 확대하기로 했다.
•   파이낸셜뉴스(P1): 86개국 "한국 키트 좀 달라"
•   Construction Equipment: Bobcat of Cache Valley Joins Bobcat Network
•   Industrial Vehicle Technology: European off-road industry issues joint Covid-19 statement
•   Robot Report: Robotic Automation Evolves
•   Nikkei Asian Review: Tokyo Olympics price tag skyrockets by $3bn


[Opinions]
•   Project Syndicate(Jeffrey D. Sachs, Francisco Rodríguez): A Pandemic Is No Time for US Economic Sanctions
•   Project Syndicate(Carl Bildt): The Responsibility to Report
•   Project Syndicate(Teresa Ghilarducci): Will the US Pandemic Response Strengthen Workers?
•   Project Syndicate(이종화): A Coordinated Response to COVID-19
•   Project Syndicate(Kevin Watkins): Africa’s Race Against COVID-19
•   FT(Jamie Powell): The share buyback red herring
•   FT(Jonathan Guthrie): Get ready for the $4.5tn takeover
•   FT(Justin Urquhart Stewart): Making a case for ‘Corona bonds’ 
•   WSJ(Walter Russell Mead): The Coronavirus May Make Trump Stronger
•   WSJ(Karl Rove): Campaign 2020: The Show Must Go On
•   WSJ(Elliot Kaufman): Trudeau’s Coronavirus Power Grab
•   NYT(Jessica Gold et al): No, These Medicines Cannot Cure Coronavirus
•   WP(Lawrence H. Summers): Trump is missing the big picture on the economy
•   WP(Philip H. Gordon and Ariane M. Tabatabai): Trump must ease sanctions against Iran or face a humanitarian catastrophe
•   Bloomberg(Mohamed A. El-Erian): Four Things You Need to Know Now About the Economy and Markets
•   Bloomberg(Mac Margolis): Coronavirus Feeds on Latin America’s Political Gap
•   Bloomberg(Mihir Sharma): Modi’s India Shutdown Is an Unprecedented Gamble
•   Bloomberg(Brian Chappatta): A Rent Wipeout Could Ignite a Mortgage Crisis
•   Bloomberg(Brian Chappatta): An Extra $2 Trillion? Treasury Market Says No Problem.
•   Bloomberg(Marcus Ashworth): Spain Sells $11 Billion of Debt, No Problem at All
•   Bloomberg(Anjani Trivedi): The Dollar Squeeze Is Coming for China Inc.
•   Bloomberg(Ferdinando Giugliano): Boris Johnson's Coronavirus Response Is a Fiasco
•   Bloomberg(Karl W. Smith): Yes, the U.S. Could Survive a Coronavirus Economy
•   Bloomberg(Jonathan Bernstein): Come On, Congress! This Is No Time to Go Home.
•   Bloomberg(Clive Crook): The Coronavirus Trade-Off That Won’t Go Away
•   CNN(John Avlon): How we've overcome past pandemics
•   Yahoo Finance(Rick Newman): Ignore these horrific-sounding economic numbers
•   Nikkei Asian Review(William Pesek): Postponing Olympics adds to nightmare year for Japan's economy
•   파이낸셜뉴스(사설): "두산重 살려달라"는 노조의 절절한 호소
•   파이낸셜뉴스(박명규): CES2020으로 본 세계 로봇산업 트렌드
•   전자신문(윤희석): '소부장 특별법'에 거는 기대

No comments:

Post a Comment