Tuesday, September 15, 2020

Business Intelligence Monitor 200916

(Introduction)

[Markets]
※   China’s yuan surges to 16-month high on economic data
※   Gold slips as dollar rebounds, all eyes on Fed
※   Oil rises but bleaker demand outlook weighs
※   Central bank meetings dominate week’s agenda


[Indicators]
•   US 2019 Household income: U.S. Incomes Up, Poverty Rate Down in 2019
•   US Aug. Construction backlog: Construction Backlog Rebounds in August
•   US Sep. Crude oil production:U.S. Shale Production Continues To Decline
•   US Sep. Empire State manufacturing index :New York Manufacturing Expands at Faster Pace Than Forecast
•   Germany Sep. ZEW economic sentiment: Investors Raise Hopes for German Recovery After Stimulus Boost
•   한국 2분기 기업경영분석: 2분기 기업 매출 10% 급감…5년 만에 최악


[News]
•   전자신문(P1): 이젠 웨어러블 로봇시대


[Opinions]
•   Project Syndicate(Stefan Gerlach): Crunch Time for Central Banks
•   Project Syndicate(Mohamed A. El-Erian): The COVID Silver Linings Playbook
•   Project Syndicate(Akira Kawamoto): Abenomics After Abe
•   Project Syndicate(Carl Manlan, Efosa Ojomo): Africa Needs Market-Creating Innovation
•   FT(Editorial Board): Weaning Britain’s economy off furlough
•   FT(David Allen Green): When lawmakers approve lawbreaking
•   WSJ(Walter Russell Mead): The Long Road to Israel’s Very Good Month
•   WSJ(Phil Gramm, Jerry Ellig): The Misguided Antitrust Attack on Big Tech
•   NYT(Paul Krugman): The G.O.P. Plot to Sabotage 2021
•   NYT(Bret Stephens): A Rare Middle East Triumph
•   NYT(Chris Miller): America Is Going to Decapitate Huawei
•   WP(David Von Drehle): How the pandemic has boosted a green economy
•   Bloomberg(Editorial Board): Europe Needs to Recognize the Threat From Russia
•   Bloomberg(Jonathan Bernstein): Trump Hasn't Corrupted Coronavirus Vaccine Science Yet
•   Bloomberg(Jonathan Bernstein): As Election Day Nears, Here’s What We Know
•   Bloomberg(Ellen R. Wald): Is OPEC’s Power Over the Oil Market Broken?
•   Bloomberg(Matthew A. Winkler): Betting on a V-Shaped Recovery, and Winning
•   Bloomberg(Meghan L. O'Sullivan): U.S.-China Spat Threatens Energy Shift From Oil to Solar, Wind
•   Nikkei Asian Review(James Crabtree): Suga must expand Abe's assertive Indo-Pacific vision
•   글로벌이코노믹(남지완): 두산重 체질개선, 우물에서 숭늉 찾기 아닌가

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