Wednesday, October 7, 2020

Business Intelligence Monitor 201008

(Introduction)

[Markets]


[Indicators]
•   US Aug. Nonresidential Construction Spending: Nonresidential Construction Spending Fell Slightly in August, Says ABC
•   US Weekly Mortgage rates·applications: Mortgage rates set another record low, sparking refinances
•   Germany Aug. Industrial production: German Industrial Output Unexpectedly Drops as Virus Spreads
•   한국 2분기 자금순환: -37.9兆… 정부 2분기 순자금조달 `최악`
•   Japan Aug. Coincident index of business conditions: Japan upgrades economic assessment for August to 'bottoming out'
•   Indonesia Sep. Foreign reserves: Indonesia’s forex reserves drop to $135.2b in September
•   Vietnam Sep. Balance of trade: Trade surplus reaches $7.2 billion


[News]
※   美 동부시간 21시(한국시간 10시) 시작 (Live 방송 링크)
※   두산중공업(034020)은 이 의원실에 "카본블레이드 양산 제작 과정 중 제작 결함이 있었다"며 "파손 원인을 정밀 분석한 후 재발방지 대책을 수립하고 있다"라고 설명
•   디지털타임스(P1): 6개월째 잠자는 `기안기금 40兆`
※   "해외 석탄발전소 사업 신중히 검토"
•   Folha de S.Paulo: Brazil Exceeds 147,000 Covid-19 Deaths


[Opinions]
•   Project Syndicate(Kemal Derviş): Can Biden Save the World?
•   Project Syndicate(Bill Emmott): How to Make Japan Great Again
•   Project Syndicate(Daniel Gros): Europe’s “Green China” Challenge
•   Project Syndicate(Pamela Coke-Hamilton): Building Back Fairer and Greener
•   FT(Editorial Board): The growing momentum towards curbing Big Tech
•   FT(Brooke Masters): Covid sends rollercoasters on a big plunge
•   FT(Norman J Ornstein): The recklessness of Donald Trump on steroids
•   WSJ(John F. Cogan, John B. Taylor): Trump’s Economic Dream Come True
•   WSJ(Holman W. Jenkins, Jr.): Job One for the Veep: Explain Covid
•   WSJ(Bobby Jindal): Kamala Harris’s American Example
•   WSJ(Kent Walker, Brad Smith): Is Your iPhone Too Easy to Use?
•   NYT(Editorial Board): Elect Joe Biden, America
•   NYT(Thomas L. Friedman): Trump’s Not Superman. He’s Superspreader.
•   NYT(Farhad Manjoo): Trump Does Fear the Coronavirus
•   NYT(Spencer Bokat-Lindell): How Should Biden Campaign Against an Ailing Trump?
•   Bloomberg(Editorial Board): How U.S. and China Can Avoid War Over Taiwan
•   Bloomberg(Brian Chappatta): Fed Should Make Loans to States and Cities Cheaper
•   Bloomberg(Karl W. Smith): Democrats, Not Trump, Hold the Economy’s Fate
•   Bloomberg(Jonathan Bernstein): Is the Stimulus Bill Really Dead This Time?
•   Bloomberg(Ramesh Ponnuru): Biden, Harris Should Be Honest About Court-Packing
•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Trump's Covid Relief Stall Holds U.S. Hostage to Economic Tragedy
•   Bloomberg(Daniel Gordis): War on Covid-19 May Spell the End for Netanyahu
•   CNN(Lakshman Achuthan, Anirvan Banerji): Opinion: What record growth numbers miss about the economic recovery

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