Monday, March 30, 2020

Business Intelligence Monitor 200331

(Introduction)

[Markets]
※   Macro 백업표


[Indicators]
•   EU Mar. Economic sentiment index: European economic sentiment tumbles in early March
•   UK Feb. Consumer credit: U.K. Consumer Credit Slowed as Storms Hit Spending
•   한국 2월 미분양 주택: 전국 미분양 주택 한달새 8.8% 줄어
•   한국 4월 한국경제연구원 BSI 전망치: 기업 체감경기 속절없는 추락
•   Vietnam Q1 Balance of Trade: VN records $2.8b trade surplus in Q1 despite pandemic
•   Coronavirus: SCMP Live Updates


[News]
※   박정원 두산그룹 회장은 계열사에서 지난해 30억9800만원을 받았다. 박용만 두산인프라코어 회장은 39억9100만원, 박지원 두산중공업 회장은 15억4000만원을 수령
•   Industrial Vehicle Technology: Construction sector calls for urgent measures
•   Nikkei Asian Review: Tokyo Olympics to start July 23, 2021


[Opinions]
•   Project Syndicate(Josep Borrell): Four Priorities for a Global Pandemic Strategy
•   Project Syndicate(Mariana Mazzucato): Capitalism’s Triple Crisis
•   Project Syndicate(Daniel Gros): The West’s COVID-19 Learning Curve
•   Project Syndicate(Simon Johnson): Welcome to the Post-Virus World
•   Project Syndicate(Dirk Messner, Nick Nuttall): The World Must Not Forget Climate Change
•   FT(Gideon Rachman): Even Covid-19 cannot damp partisanship
•   FT(Patrick Jenkins): Karl Marx, WeWork and the junk bond bubble
•   FT(Jens Ulltveit-Moe): Lessons from my $600m gamble on renewables
•   WSJ(Carmen M. Reinhart, Kenneth Rogoff): The Coronavirus Debt Threat
•   WSJ(Robert S. Kaplan, Mickey D. Levy): How to Get America Working Again
•   NYT(Editorial Board): How America Can Reopen
•   NYT(Paul Krugman): This Land of Denial and Death
•   NYT(Charles M. Blow): The Politics of a Pandemic
•   NYT(Joshua M. Sharfstein, Melissa A. Marx): Testing is Just the Beginning in the Battle Against Covid-19
•   NYT(David S. Ludwig, Richard Malley): Americans Are Already Too Diseased to Go Back to Work Right Now
•   NYT(Emmanuel Saez, Gabriel Zucman): Jobs Aren’t Being Destroyed This Fast Elsewhere. Why Is That?
•   WP(Eugene Robinson): Trump finally submits to reality
•   WP(Heather A. Conley, John Kornblum): The coronavirus crisis is stripping bare Europe’s deep fractures
•   Bloomberg(Justin Fox): A Requiem for the Obama-Trump Economy
•   Bloomberg(Narayana Kocherlakota): Fed's Lax Corporate Lending Terms Invite Trouble
•   Bloomberg(Brian Chappatta): Fed Should Draw the Line at Backstopping Junk Bonds
•   Bloomberg(John Authers): Oil's Done. Watch the Dollar as the Key Virus Gauge
•   Bloomberg(Robert Burgess): Markets May Have Found What They're Looking For
•   Bloomberg(Chris Bryant): The Housing Market Is in Lockdown
•   Bloomberg(Jonathan Bernstein): What Should Joe Biden Be Doing?
•   Bloomberg(Noah Feldman): Coronavirus Response Shows Trump Isn’t a Dictator
•   Bloomberg(Melvyn Krauss): Coronabonds Are Inevitable. Everybody Knows It
•   Bloomberg(Jared Dillian): Markets No Longer Know How to Define ‘Safe’
•   MarketWatch(Peter Morici): How the coronavirus will change America
•   MarketWatch(Ivan Martchev): The economic and monetary conditions are perfect for gold

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