Tuesday, May 26, 2020

Business Intelligence Monitor 200527

(Introduction)

[Markets]
※   China central bank says it will strengthen economic policy
※   Oil gains as supply falls, U.S. rigs hit all-time low
※   Macro 백업표


[Indicators]
•   US Mar. Case-Shiller home price index: U.S. Home-Price Growth Accelerated in March
•   US Apr. New home sales: U.S. new home sales unexpectedly rise in April
•   US May Consumer confidence index: U.S. Consumer Confidence Stabilized in May on Reopening Optimism
•   한국 1분기 KB서울아파트 PIR: 집값 상승 못쫓아간 소득...서울 내집 더 어려워졌다
•   한국 1분기 거주자 카드 해외 사용: 1분기 카드 해외사용 실적 23% 감소
•   한국 6월 한경연 BSI 전망치: 대기업 자금사정, 11년만에 최악


[News]
※   두산도 협동로봇 등 내년부터 성장세 빨라질듯
※   두산그룹 등 구조조정 기업들 매물 내놔도 인수하려는 곳 없어
•   헤럴드경제(P1): 21조 ‘재정 일자리’ 35% C·D등급
•   헤럴드경제: SMIC는 美中전쟁 수혜주?
•   디지털타임스(P1): 빚더미에도 公기업 `연봉 잔치`
•   Construction Equipment: Doosan Names Top Dealers


[Opinions]
•   Project Syndicate(Mark Leonard): The End of Europe’s Chinese Dream
•   Project Syndicate(Reza Moghadam): Putting the Pep in PEPP
•   Project Syndicate(James A. Goldston): How Courts Will Shape the Post-Pandemic World
•   Project Syndicate(이종화): Building South Korea’s Post-Pandemic Economy
•   Project Syndicate(Lucrezia Reichlin): One Giant Leap for Europe?
•   FT(Leo Lewis): Why the yen remains in lockdown
•   FT(Carl Benedikt Frey): Democracies have the edge in this crisis
•   WSJ(John H. Cochrane): Get Ready for the ‘Careful’ Economy
•   Bloomberg(Brian Chappatta): Don’t Expect Mortgage Rates to Drop Much Further
•   Bloomberg(John Authers): China's Weaker Yuan Fix Is the Real Cold War Salvo
•   Bloomberg(Francis Wilkinson): American Politics Is Now Democrats Versus Authoritarians
•   Bloomberg(Faye Flam): The More Covid-19 Vaccines, the Merrier
•   CNBC(Michael K. Farr, Dan Mahaffee): China may kill market's bullish recovery

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