Tuesday, November 24, 2020

Business Intelligence Monitor 201125

(Introduction)

[Markets]


[Indicators]
•   US Oct. Construction employment: Construction Jobs Gain in 36 States: AGC
•   Germany Nov. Ifo business climate: European Business Mood Turns Sour as Economy Takes Another Hit
•   한국 3분기 가계신용: 영끌·빚투 뒤엔… 사상최고 가계빚


[News]
•   FT: Lessons from Japan
•   Hannover Messe News: Robot vs. moisture
•   Nikkei Asian Review: COVID pushes Asia to embrace big government


[Opinions]
•   Project Syndicate(Kishore Mahbubani): Kishore Mahbubani Says More…
•   Project Syndicate(Katharina Pistor): Reckoning with American Democracy’s Enemies Within
•   Project Syndicate(Willem H. Buiter, Anne Sibert): Restructuring the Debt-Restructuring Process
•   Project Syndicate(Stephen S. Roach): A Tale of Two Economies
•   Project Syndicate(Shamshad Akhtar, Kevin P. Gallagher, Ulrich Volz): he G20 Debt Plan Does Not Go Far Enough
•   FT(Editorial Board): The pressing urgency of more US fiscal relief
•   WSJ(Walter Russell Mead): Biden’s Foreign-Policy Team Takes Shape
•   WSJ(William A. Galston): Republicans Are Souring on Trump’s Antics
•   NYT(Paul Krugman): Trump Wars II: The Loser Strikes Back
•   NYT(Bret Stephens): Trump Contrives His Stab-in-the-Back Myth
•   NYT(Andrew Weissmann): Should Trump Be Prosecuted?
•   WP(Carter Malkasian): Joe Biden is facing a dead end in Afghanistan
•   Bloomberg(Daniel Moss): Yellen Has the Policy Chops and Political Savvy
•   Bloomberg(Brian Chappatta): Dow 30,000 Optimism Not Matched by Bond Traders
•   Bloomberg(Karl W. Smith): What Janet Yellen Doesn’t Know
•   Bloomberg(Michael R. Strain): Washington's Stimulus Triumph Remains Underrated
•   Bloomberg(Francis Wilkinson): Where Trump’s Swing-State Populism Is Headed
•   Bloomberg(Therese Raphael): Is Boris Johnson's Britain Finally Turning a Corner?
•   Bloomberg(Ferdinando Giugliano): Europe's Failings Are Back for Everyone to See
•   Bloomberg(Zev Chafets): Netanyahu and MBS Have Good Reason to Meet
•   MarketWatch(Paul Brandus): A terrible 2020 is ending with reasons for optimism
•   Fox News(Cal Thomas): Election 2020 -- Trump's case unravels

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