Sunday, October 25, 2020

Business Intelligence Monitor 201026

(Introduction)

[Markets]


[Indicators]
•   US Q3 GDP Nowcast: Oct 23, 2020: New York Fed Staff Nowcast
•   Vietnam Sep. Power consumption: Power consumption rises as economy recovers from pandemic


[News]
•   헤럴드경제: 점점 더 꼬여가는 한국GM
•   디지털타임스(P1): 20대 `영끌 빚투` 162% 폭증
•   Construction Equipment: Leasing Business Jumps 24% in September
•   Construction Equipment: Nor-Val Rentals Joins Bobcat Network
•   Construction Equipment: JCB Tests Hydrogen-Powered Excavator
•   OilPrice.com: The U.S. Has A Major EV Problem
•   Nikkei Asian Review: SoftBank announces dividend after asset sales
•   Hindustan Times: MPC differs over growth trajectory


[Opinions]
•   Project Syndicate(Raj Persaud): The Psychology of Trump’s Debate Rudeness
•   Project Syndicate(Mark Leonard): The Middle Eastern Past Is Never Dead
•   FT(Editorial Board): How to prevent the next pandemic
•   FT(Rana Foroohar): Big Tech collaborates to conquer
•   FT(Robert Armstrong): The fallacy of ESG investing
•   FT(Michael Mackenzie): Global bond markets have turned topsy-turvy
•   FT(Tom Braithwaite): Can corporate Europe catch the US?
•   FT(Lex): Huawei: stale mate
•   WSJ(Kimberley A. Strassel): The Biden ‘Family Legacy’
•   WSJ(Andy Kessler): A Biden Economy Means ‘Litter Jobs’
•   WSJ(Tunku Varadarajan): Epidemiologists Stray From the Covid Herd
•   WSJ(Lawrence B. Lindsey): The Trump Boom Is Real
•   WSJ(Chris Jacobs): Democrats Want Medicaid for the Wealthy
•   NYT(New York Times Opinion): Biden and Trump’s Final Debate: Who Won?
•   NYT(Paul Krugman): When Libertarianism Goes Bad
•   NYT(Steven Rattner): Trump’s Economy Was Never So Great
•   NYT(Rachel L. Harris, Lisa Tarchak): Who Won the Presidential Debate?
•   WP(Editorial Board): What a second Trump term would mean
•   WP(Jennifer Rubin): Trump’s three fatal flaws
•   WP(George F. Will): Socialism is no longer just a specter
•   WP(Marc A. Thiessen): Trump cleaned Biden’s clock on race
•   Bloomberg(Ferdinando Giugliano): Is Europe Headed for a Fiscal Union?
•   Bloomberg(Jared Dillian): Biden's Capital Gains Tax Plan Fixes Nothing
•   Bloomberg(Jonathan Bernstein): What the Debate Told Us About the Next President
•   Bloomberg(Jonathan Bernstein): I Voted 26 Times This Week. That’s Too Much.
•   Bloomberg(Ramesh Ponnuru): Trump Shows Discipline, But Lacks a Game-Changer
•   Bloomberg(Michael R. Strain): A $15 Minimum Wage Would Wreck U.S. Economic Recovery
•   Bloomberg(Martin Ivens): The Glue of the United Kingdom Is Slowly Dissolving
•   Bloomberg(Pankaj Mishra): Trump Is One of the World’s Lamer Demagogues
•   Fox News(Marsha Blackburn): Debate contrasted Trump successes with Biden failures
•   서경(윤홍우): 탈원전을 되돌아 볼 때다
•   세계(조하현): 브레이크 걸린 탈원전 기조

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