Wednesday, April 15, 2020

Business Intelligence Monitor 200416

(Introduction)

[Markets]
※   Investors on edge over uncertain economic path forward
※   Wall Street slides on dour bank earnings, data
※   Tumbling crude knocks oil heavyweights down in Europe
※   Oil falls on oversupply, collapsing demand worries
※   Macro 백업표


[Indicators]
•   US Mar. NAHB housing market index: Coronavirus: Homebuilder confidence takes biggest monthly dive ever
•   한국 1분기 산업연구원 BSI: "수출·내수 판매 다 안된다"…제조업 경기 '최악'


[News]
•   Construction Equipment: Target Rental Opens Bobcat of Cortez
•   Nikkei Asian Review: Social distancing -- an Indian nightmare


[Opinions]
•   Project Syndicate(Mohamed A. El-Erian): Saving the Developing World from COVID-19
•   Project Syndicate(Arancha González): How Global Public Health Could Revive Multilateralism
•   Project Syndicate(Rema N. Hanna, Benjamin A. Olken): Cushioning the Poor from the COVID-19 Shock
•   Project Syndicate(Gordon Brown, Lawrence H. Summers): Debt Relief Is the Most Effective Pandemic Aid
•   Project Syndicate(Martin Ravallion): Could Pandemic Lead to Famine?
•   Project Syndicate(Guy Verhofstadt, Luis Garicano): Toward a European Reconstruction Fund
•   FT(Constanze Stelzenmüller): Coronavirus is also a threat to democratic constitutions
•   FT(Robert Armstrong): When the government calls, companies must answer
•   FT(David Stevenson): Where to look for the market rebound
•   WSJ(Daniel Henninger): Bring Back Laissez-Faire Capitalism
•   WSJ(Holman W. Jenkins, Jr.): Sweden Is a Viral Punching Bag
•   WSJ(Karl Rove): The Return of Barack Obama
•   WSJ(Kevin McCarthy, Tim Scott): Democrats Want to Gum Up Payroll Protection
•   WSJ(Robert C. Pozen): A Fed Bailout Is Wrong for States and Cities
•   WSJ(Peter Goettler, Robert Levy): Why We Say ‘No Thanks’ to a Cares Act Loan
•   NYT(Thomas L. Friedman): Post-Pandemic, Here’s How America Rises Again
•   WP(Yuval Levin): Only the public can reopen the economy
•   Bloomberg(David Fickling): Don’t Count the Fracking Industry Out Just Yet
•   Bloomberg(David Fickling): Trump’s Funding Cut Won’t Fix the WHO's Problems
•   Bloomberg(Brian Chappatta): Broken Bond Markets? Biggest Banks Do Just Fine.
•   Bloomberg(Andy Mukherjee): One Contagion Is More Than Enough for India
•   Bloomberg(Robert Burgess): This Stock Market Can Be Awfully Deceiving
•   Bloomberg(Therese Raphael): Brexit Is Back. Even Covid-19 Can't Stop It
•   Bloomberg(Ferdinando Giugliano): Italy Faces Yet Another Moment of Truth
•   Bloomberg(Jonathan Bernstein): Trump-Branded Stimulus Checks Aren’t Worth Much
•   Bloomberg(Jonathan Bernstein): Congress Fiddles While the Economy Burns Down
•   Bloomberg(Nir Kaissar): Returning to Business Is Going to Take a Pay Raise
•   Bloomberg(Jared Dillian): Money Is Losing Its Meaning
•   Bloomberg(Tracy Walsh): Put Americans Back to Work Fighting the Coronavirus
•   Bloomberg(Ben Schott): The Astonishing Drop in Air Travel, Visualized
•   CNN(Yuliya Panfil, Tim Robustelli): Renters are desperate for more help
•   MarketWatch(Nigam Arora): Wall Street wants you to believe everything is peachy
•   Nikkei Asian Review(William Pesek): US should heed warnings from Japan's free-money experiment

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