Wednesday, April 8, 2020

Business Intelligence Monitor 200409

(Introduction)

[Markets]
※   Macro 백업표


[Indicators]
•   한국 3월 체감 자금사정 BSI: 꺼지지 않는 위기설… 총선뒤 '퍼펙트 스톰'
•   Japan Feb. GDP(JCER est.): Japan GDP up 2.9% in February before coronavirus: JCER


[News]
•   Industrial Vehicle Technology: Bobcat collects consecutive annual awards
•   Economic Times: Will the lockdown be extended in India?


[Opinions]
•   Project Syndicate(Jeffrey D. Sachs): The East-West Divide in COVID-19 Control
•   Project Syndicate(Dennis J. Snower): The Real Economic Fallout of COVID-19
•   Project Syndicate(George P. Shultz, Michael J. Boskin, John B. Taylor): Lessons from Crises Past
•   Project Syndicate(Stephany Griffith-Jones, Régis Marodon, José Antonio Ocampo): Mobilizing Development Banks to Fight COVID-19
•   Project Syndicate(Brian Armstrong ): Cryptocurrencies’ Time to Shine?
•   FT(Brooke Masters): Supply chains need love during the pandemic
•   FT(John Redwood): A defensive strategy for the downturn
•   FT(Jeremy Farrar): How to get to Covid-Zero with just $8bn
•   FT(Lex): Coronabonds: no-go zone
•   WSJ(Holman W. Jenkins, Jr.): Trump Is Not the Coronavirus
•   WSJ(William A. Galston): The ‘Trump Bump’ Is Already Over
•   WSJ(Burton G. Malkiel): It’s a Good Time to ‘Stock’ Up
•   WSJ(Lanhee J. Chen): Lost in Beijing: The Story of the WHO
•   NYT(Allison Arieff): The Magic of Empty Streets
•   NYT(Elizabeth Warren): What Congress Must Do About Coronavirus
•   NYT(Lee W. Riley, Eva Raphael, Robert Snyder): The Coronavirus Threat for the Billion People Living in Slums
•   NYT(Elizabeth Bruenig): Bernie Sanders Was Right
•   WP(E.J. Dionne Jr.):What a difference Bernie Sanders made
•   Bloomberg(Mohamed A. El-Erian): How Would You Decide to Restart the Economy?
•   Bloomberg(Mihir Sharma): India Can’t Count on Banks to Lead Virus Recovery
•   Bloomberg(Shuli Ren): What We Really Want to Know When Wuhan Reopens
•   Bloomberg(Liam Denning): Saudi Arabia’s World Is Coming Undone
•   Bloomberg(Ferdinando Giugliano): How to Stop the Italians and the Dutch From Fighting
•   Bloomberg(Ferdinando Giugliano): Italy Has More to Fear Than the Coronavirus
•   Bloomberg(Lionel Laurent): How Do You Lift a Covid-19 Lockdown? Ask Austria
•   Bloomberg(Jonathan Bernstein): After 32 Years of Running for President, Biden Clinches It
•   Bloomberg(Ramesh Ponnuru):A Pandemic Is No Time for an Infrastructure Bill
•   Bloomberg(Bobby Ghosh): Trump Is Right to Block IMF Aid for Iran
•   Bloomberg(Nir Kaissar): Stock Dividend Cuts Shouldn’t Worry Investors
•   Bloomberg(Jared Dillian): The Coming Tax Bill Will Be Large and Ideological
•   Bloomberg(Christof Ruehl): A Saudi-U.S.-Russia Oil Deal Is Not a Good Idea
•   Bloomberg(Mac Margolis): Covid-19 Is Trapping Ecuador Between Death and Debt
•   CNBC(Michael Farr, Dan Mahaffee): Corporate leadership means putting lives first
•   CNN(Michael Bociurkiw): Trump has targeted the WHO when we need it most
•   MarketWatch(Mark Hulbert): Why this bear market isn’t all bad news
•   MarketWatch(Alicia H. Munnell): Congress missed a big opportunity in the coronavirus stimulus
•   Inside Evs(Steven Loveday): Will Tesla Survive The COVID-19 Pandemic?

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