Monday, October 12, 2020

Business Intelligence Monitor 201013

(Introduction)

[Markets]


[Indicators]
•   한국 8월 재정수지: 8월 중앙정부 채무 800조 육박
•   한국 9월 고용행정 통계: 고용한파 충격… 실업급여 5개월째 1兆대
•   한국 9월 전세가율: 서울 ‘전세가율’ 51개월 만에 반등
•   한국 주간 전세수급지수: 주택매물 실종…‘부르는 게 값’
•   Japan Aug. Machinery orders: Japan's core machinery orders rise 0.2% m/m in August
•   Japan Aug. GDP(JCER est.): Japan's GDP expanded 0.6% in August: JCER
•   India Aug. Industrial production: Industrial production declines 8% in August
•   South Africa Aug. Industrial production: South African Factory Output Falls More Than Expected in August


[News]
•   한경: ESG, CSR 무슨 차이?


[Opinions]
•   Project Syndicate(Klaus Schwab): Post-COVID Capitalism
•   Project Syndicate(Jim O’Neill): The Logic of Sino-Western Détente
•   Project Syndicate(Agustín Carstens): The Great Reallocation
•   Project Syndicate(Jules Kortenhorst): The Key to Future Competitiveness
•   FT(Editorial Board): China’s vaccine diplomacy has broader aims
•   FT(Patrick Jenkins): The Great Wall (Street) of China
•   FT(John Thornhill): Flies lead the way to a greener future
•   WSJ(Walter Russell Mead): A World of Geopolitical Opportunity
•   WSJ(Jeff Scrima): Election 2020 and ‘the Invisible’
•   WSJ(David R. Henderson): Thank These Nobel Laureates for Your Cellphone
•   WSJ(Michael Segal): Why Trump Doesn’t Need to Wear a Mask
•   NYT(Paul Krugman): Mitch McConnell’s Mission of Misery
•   NYT(Gail Collins, Bret Stephens): Who Is That Masked Man?
•   WP(Jennifer Rubin): The GOP’s position could get even worse
•   WP(Edward B. Foley): How to avoid Bush v. Gore 2.0
•   Bloomberg(Mohamed A. El-Erian): IMF and World Bank Meetings Pose Policy Puzzle for Economists
•   Bloomberg(Noah Smith): Economists are Starting to Think Like Engineers
•   Bloomberg(Liam Denning): Why Big Oil Should Vote For Joe Biden
•   Bloomberg(Lionel Laurent): Emmanuel Macron Fishes For a Brexit Victory
•   Bloomberg(Jonathan Bernstein): Should Democrats Worry About Absentee Ballots?
•   Bloomberg(Jonathan Bernstein): Barrett Hearings Are About Election, Not Law
•   Bloomberg(Sam Fazeli): Rushing a Covid-19 Vaccine Is a Terrible Idea
•   MarketWatch(Peter Morici): The high costs of a contested election
•   파이낸셜뉴스(구본영): 길잃은 에너지 전환 정책

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