Tuesday, April 7, 2020

Business Intelligence Monitor 200408

(Introduction)

[Markets]
※   Early signs of virus peaking in Europe, New York
※   Wall Street ends lower in volatile trade
※   Macro 백업표


[Indicators]
•   한국 2월 재정수지: 쓸곳 많은데…1~2월 세금 2.4조 덜 걷혀
•   한국 4월 주택사업경기실사지수: 코로나 충격파 확대일로…4월 주택경기 전망 `최악`
•   Japan Feb. Household spending: Japan household spending down 0.3% on year in Feb.
•   Japan Feb. Indexes of Business Conditions: Gov't says Japan economy 'worsening' for 7th straight month in Feb.
•   Japan Mar. Consumer confidence index: Japan consumer confidence plunges to 11-year low amid virus pandemic
•   Japan Mar. NFIB Optimism index: Optimism Among U.S. Small Businesses Plummets by Most Ever
•   Vietnam Mar. Bank credit: Bank credit growth recovers partly in March
•   Russia Q1 Bankruptcy: Russian Bankruptcy Cases Jump 70%


[News]
•   헤럴드경제(P1): 위기의 쌍용차, 부산물류센터 판다
•   Windpower Monthly: European wind spending down 18% in 2019
•   투데이에너지: “에너지정책 공론화 시행해야”


[Opinions]
•   Project Syndicate(Kenneth Rogoff): Mapping the COVID-19 Recession by Kenneth Rogoff
•   Project Syndicate(Gordon Brown, Erik Berglöf, Jeremy Farrar): Now or Never for Global Leadership on COVID-19
•   Project Syndicate(Kemal Derviş): Kemal Derviş Says More…
•   Project Syndicate(Dambisa Moyo): The Private Sector Steps Up
•   Project Syndicate(Alejandro Izquierdo, Martin Ardanaz): Can Latin America Afford to Fight COVID-19?
•   Project Syndicate(Michael Wilkerson): Will COVID-19 Derail the African Century?
•   Project Syndicate(Zhang Jun): COVID-19 Will Not Reduce Global Reliance on China
•   WSJ(Walter Russell Mead): The Coronavirus Threat South of the Border
•   WSJ(Gary Cohn, Glenn Hutchins): The Fed’s New Mission to Save the Economy
•   WSJ(Casey B. Mulligan, Brian Blase): Congress Can Still Save the Recovery
•   WSJ(Robert Hockett, Lawrence Rufrano): Digital Dollars for All
•   NYT(Paul Krugman): Will We Flunk Coronavirus Economics?
•   NYT(Bethan Jones, Fabio Montale): Italy Is Sending Another Warning
•   NYT(Maxim Trudolyubov): Late in the Game, Russia Steps Up to Covid-19
•   NYT(Spencer Bokat-Lindell): When Will There Be a Treatment for the Coronavirus?
•   WP(Jennifer Rubin): Trump’s ineptness may prolong the recession
•   Bloomberg(Daniel Moss): Welcome to the Table, Mr. Abe. Japan's Been Waiting
•   Bloomberg(Brian Chappatta): A 16% Leveraged Loan Is Painful But Necessary
•   Bloomberg(Andy Mukherjee): Health Can Be a Way Out of the Middle-Income Trap
•   Bloomberg(Aaron Brown): This Stock Market Swoon Differs From All Others
•   Bloomberg(John Authers): Stocks Rally Suggests Turning Point in Virus Fight
•   Bloomberg(Marcus Ashworth): Emerging Markets Are Peering Over the Precipice
•   Bloomberg(Robert Burgess): The Stock Market Has Become One Big Value Trap
•   Bloomberg(Clara Ferreira Marques): Putin's Oil Price Gambit Has Run Out of Road
•   Bloomberg(Jonathan Bernstein): Why Did Bernie Sanders Lose?
•   Bloomberg(Clive Crook): Europe’s Debate Over Coronabonds Can Wait
•   Bloomberg(Meghan L. O'Sullivan): Oil Markets Provide a Glimpse of the Post-Pandemic Future
•   Bloomberg(Hussein Ibish): The U.S. and Iran Inch Toward Confrontation in Iraq
•   매경(신각수): 탈원전정책 궤도수정하라
•   한경(박주헌): 脫원전, 빠른 포기가 답이다

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