Thursday, April 16, 2020

Business Intelligence Monitor 200417

(Introduction)

[Markets]
※   Amazon, Netflix hit records on stay-at-home profit hopes
※   Oil little changed, U.S. crude holds at 18-year low
※   Macro 백업표


[Indicators]
•   US Mar. Housing Starts: US housing starts March 2020
•   한국 주간 아파트 가격(감정원): `바람` 빠진 서울 아파트값
•   한국 주간 아파트 가격(부동산114): [아파트 시황] 강북도 40주만에 상승세 꺾여 `보합`
•   Philippine Benchmark rates: Philippine Central Bank Cuts Key Rate in Unscheduled Move


[News]
※   OPEC: MOMR April 2020
•   Hannover Messe News: German Industry Expects Massive Downturn


[Opinions]
•   Project Syndicate(Patricia Viel): Post-Pandemic Cities
•   Project Syndicate(Kent Harrington): The Spies Who Predicted COVID-19
•   Project Syndicate(Shamel Azmeh): The Perverse Economics of Ventilators
•   Project Syndicate(Robert Skidelsky): Will COVID-19 Put us Right with Nature?
•   Project Syndicate(László Bruszt): Hungary’s Disease Dictator
•   Project Syndicate(Fernando Henrique Cardoso et al): Latin America Confronts the Coronavirus
•   FT(Richard Waters): Wall Street bets on a Big Tech rebound
•   FT(Anne-Sylvaine Chassany): French public feels lied to as lockdown fatigue grows
•   WSJ(Sadanand Dhume): India Braces for the Coronavirus
•   WSJ(Glenn Hubbard, Hal Scott): Main Street Needs More Fed Help
•   NYT(David Leonhardt): The Singapore Warning
•   NYT(Gail Collins): Trump’s Flounder Period
•   NYT(Jennifer Senior): Trump’s Brain: A Guided Tour
•   NYT(Spencer Bokat-Lindell): Will There Be More Coronavirus Stimulus Checks?
•   WP(Eugene Robinson): Trump refuses to lead a country in crisis
•   Bloomberg(Daniel Moss): Either Make More Babies or Embrace Foreign Workers
•   Bloomberg(Narayana Kocherlakota): Economic Relief Isn’t Enough. Do Stimulus, Too
•   Bloomberg(Brian Chappatta): Morgan Stanley Sees the Wealthy Sticking With Cash
•   Bloomberg(Liam Denning): Trump Would Like You To Buy Some Virtual Oil
•   Bloomberg(Anjani Trivedi): China’s Trillion-Dollar Missed Virus Opportunity
•   Bloomberg(Lionel Laurent): The 52% Shortfall in Britain's Coronavirus Count
•   Bloomberg(Jonathan Bernstein): Democrats Aren’t Blocking Trump’s Nominees
•   Bloomberg(Andreas Kluth): Meticulous and Orderly, Germany Can Handle a Pandemic
•   Bloomberg(Matt Levine): Banks Pretend 2020 Never Happened
•   Bloomberg(Clive Crook): The Fog Surrounding the Coronavirus Economy
•   Bloomberg(Elisa Martinuzzi): Some Wall Street Bankers Are Doing Well From This Crisis
•   Bloomberg(George Soros, Chris Canavan): Pandemic Requires Comprehensive Debt Standstills
•   CNN(Eric Garcetti, David Holt, Mark McClellan): Create a CARES Corps to lead the Covid-19 recovery
•   Nikkei Asian Review(Vandana Hari): OPEC's efforts to mop up global oil oversupply are good for Asia

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