Sunday, April 5, 2020

Business Intelligence Monitor 200406

(Introduction)

[Markets]
※   Macro 백업표


[Indicators]
•   US Mar. Employment: U.S. Employers Cut 701,000 Jobs in March
•   US Q1 GDP Nowcast: Apr 03, 2020: New York Fed Staff Nowcast
•   한국 주간 KB 주택시장 동향: 강남3구 2주째 하락… 호가 내린 급매물도 등장
•   Coronavirus: SCMP Live Updates


[News]
※   '알트만 모델'로 분석
•   파이낸셜뉴스: LG전자, 그룹 車 전장사업 이끈다
※   현대중공업, 효성, 포스코, 두산 등 기존 소재·부품 대기업을 비롯해 바이오 분야 스타트업을 위해 로레알, 녹십자, 이니스프리 등도 혁신적 스타트업 육성에 참여
•   디지털데일리: LTE 없는 단독 5G가 온다
•   Robotics Business Review: 8 noteworthy lifting and mast robots and applications


[Opinions]
•   Project Syndicate(Tracy Wen Liu): Witnessing Wuhan
•   Project Syndicate(Keyu Jin): Is This China’s Global Leadership Moment?
•   Project Syndicate(Ana Palacio): Can Liberal Democracy Survive COVID-19?
•   Project Syndicate(Dalia Marin): How COVID-19 Is Transforming Manufacturing
•   Project Syndicate(Alexander Friedman, Charles C. Krulak): What Trump Needs To Say
•   FT(Rana Foroohar): The US needs a broadband big dig
•   FT(Michael Mackenzie): Where can income-starved investors go next?
•   FT(Andrew Bailey): BofE is not doing ‘monetary financing’
•   FT(Richard Waters): Can data save us from coronavirus?
•   WSJ(Kimberley A. Strassel): Pols Face a Coronavirus Test
•   WSJ(Peggy Noonan): New York Is the Epicenter of the World
•   WSJ(Mary Anastasia O’Grady): No Gasoline in Venezuela
•   WSJ(Tom Suozzi): A Tax Break for Coronavirus-Hit States
•   WSJ(Steven Stalinsky): What Jihadists Are Saying About the Coronavirus
•   WSJ(Vernon L. Smith): The Economy Will Survive the Coronavirus
•   NYT(Paul Krugman): The Covid-19 Slump Has Arrived
•   NYT(David Leonhardt): Five Signs of Failure
•   NYT(Bret Stephens): Covid-19: A Look Back From 2025
•   NYT(Seth Stephens-Davidowitz): Google Searches Can Help Us Find Emerging Covid-19 Outbreaks
•   NYT(Jacob Sunshine, Shyam Gollakota): Alexa, Do I Have Coronavirus?
•   WP(Robert J. Samuelson): Here comes the great deflation threat
•   WP(Max Boot): The worst president. Ever.
•   WP(E.J. Dionne Jr.):Let’s avoid another Great Depression
•   Bloomberg(Mohamed A. El-Erian): Investors Need to Be Selective in Following the Fed
•   Bloomberg(David Fickling): Why India's Booming Power Market Is Bad for Business
•   Bloomberg(Narayana Kocherlakota): Let’s Have Paid Staycations Instead of Unemployment
•   Bloomberg(John Authers): When Plagues Pass, Labor Gets the Upper Hand
•   Bloomberg(Julian Lee): How Saudi Arabia Can Save the Global Oil Industry
•   Bloomberg(Ferdinando Giugliano): A Realistic Alternative to Coronabonds
•   Bloomberg(Jonathan Bernstein): While Congress Leads on Coronavirus, Trump Only Follows
•   Bloomberg(Andrea Felsted): Retailers Wish You'd Be Back Shopping By Easter
•   Bloomberg(Elisa Martinuzzi): Bankers Are Sitting on a Vast Mountain of Risky Trades
•   Bloomberg(Timothy L. O'Brien): $350 Billion Won’t Save America’s Small Businesses
•   CNN(Akinwumi Adesina): The pandemic is no time for fiscal distancing
•   CNN(Michael Bociurkiw): Hungary leader Viktor Orban's outrageous power grab
•   Nikkei Asian Review(Nobuko Kobayashi): Japanese companies can no longer expect lifetime loyalty from workers

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