Tuesday, April 14, 2020

Business Intelligence Monitor 200415

(Introduction)

[Markets]
※   Stocks jump on hope economies can restart soon
※   Amazon gains 5.3% to hit new high
※   Oil slumps on worries supply cuts are not enough
※   Dollar slips as risk appetite makes comeback
•   Grains: Soybeans fall further on coronavirus demand risks


[Indicators]
•   한국 3월 건설기업 경기실사지수: 건설기업 경기실사지수 3개월동안 ‘33.1P 급락’
•   Vietnam Q1 Car sales: VAMA sales of cars drop 33 per cent in Q1


[News]
•   파이낸셜뉴스(P1): 중대본 "코로나 치료제 내년 출시"
•   파이낸셜뉴스: 삼성重, LNG연료추진 VLCC 2척 수주
•   Windpower Monthly: Senvion set to sell-off Indian unit


[Opinions]
•   Project Syndicate(홍남기): How the G20 Should Lead, Again
•   Project Syndicate(Melvin Sanicas): Melvin Sanicas Says More…
•   Project Syndicate(Jim O’Neill): Blaming China Is a Dangerous Distraction
•   Project Syndicate(Kaushik Basu): The Great Whiplash
•   Project Syndicate(Wandile Sihlobo): Agriculture After the Pandemic
•   FT(Editorial Board): Mexico’s unfolding presidential tragedy
•   FT(Martin Wolf): The world economy is now collapsing
•   FT(Hakan Samuelsson): Europe and the US need a soft economic restart
•   FT(18 African and European leaders): Only victory in Africa can end the pandemic everywhere
•   WSJ(Walter Russell Mead): China Still Misleads the World on the Coronavirus
•   WSJ(Phil Gramm, Michael Solon): More ‘Stimulus’ Would Crush the Recovery
•   NYT(Paul Krugman): Republicans Don’t Want to Save Jobs
•   NYT(Ross Douthat): When Coronavirus Lockdowns Go Too Far
•   NYT(Britta L. Jewell, Nicholas P. Jewell): The Huge Cost of Waiting to Contain the Pandemic
•   WP(David Von Drehle): A coronavirus vaccine is our only escape
•   Bloomberg(Mac Margolis): Brazil’s Bolsonaro Meets His Fauci
•   Bloomberg(Brian Chappatta): Fed’s High-Yield ETF Buying Defies Explanation
•   Bloomberg(John Authers): Netflix Throws a Wrench in the V-Shaped Recovery
•   Bloomberg(Clara Ferreira Marques): Putin’s Oil Deal Is Humiliating But Unavoidable
•   Bloomberg(Lionel Laurent): The EU’s Big Pandemic Failure Isn't About Money
•   Bloomberg(Michael R. Strain): A Seven-Point Checklist for Reopening the Economy
•   Bloomberg(Clive Crook): Coronavirus Chaos Is the IMF’s Biggest Test Ever
•   Bloomberg(Roy Bahat): Companies Are Firing the Wrong People
•   Bloomberg(Cathy O'Neil): 10 Reasons to Doubt the Covid-19 Data

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