Tuesday, December 29, 2020

Business Intelligence Monitor 201230

(Introduction)

[Markets]


[Indicators]
•   US Oct. Case–Shiller home price: U.S. Home-Price Growth Accelerated in October
•   한국 하반기 직종별 사업체 노동력: 내년 상반기도 고용한파…전년比 3천명 줄어 최저
•   한국 11월 무역지수 및 교역요건: 수출물량지수 석달째 상승..."반도체 수출 강세 영향"
•   한국 1분기 중견기업 경기전망: 백신 효과에···중견기업 내년 경기전망 소폭 상승
•   Brazil Dec. Services sector confidence: Brazil services confidence rises, still below pre-pandemic level


[News]
※   Global Energy Monitor: South and Southeast Asia’s Last Coal Plants
※   KB경영연구소: 2021 KB 부동산 보고서(주거용 편)
•   For Construction Pros: Rental’s Top 10 News and Products of 2020


[Opinions]
•   Project Syndicate(Jeffrey Frankel): Three Terms That Misdefined 2020
•   Project Syndicate(Jared Diamond): How Might COVID-19 Change the World?
•   Project Syndicate(Bill Emmott): Whose Post-Pandemic Century?
•   Project Syndicate(Ana Palacio): COVID and the Comeback State
•   Project Syndicate(Ricardo Hausmann): The Missing Link in Economic Development
•   Project Syndicate(William A. Haseltine): There Will Be No Quick COVID Fix
•   Project Syndicate(Jean Pisani-Ferry): The EU That Can’t Say No
•   Project Syndicate(Ngaire Woods): The Brutal Governance Lessons of 2020
•   FT(Editorial Board): Blame not the robot but the human behind it
•   FT(Editorial Board): 2020: charts from a year like no other
•   FT(Janan Ganesh): Covid has no grand lesson for the world
•   FT(Katie Martin): Year in a word: * shaped recovery
•   WSJ(William A. Galston): A Start at Bridging the Partisan Gulf
•   WSJ(William McGurn): Beijing’s Bigger Honey Trap
•   WSJ(Sadanand Dhume): What’s Worse Than 2020 in America?
•   WSJ(Daniel Yergin): The Oil Industry Is Stuck in Virus Alley
•   NYT(Editorial Board): Joe Biden Takes Climate Change Seriously
•   NYT(Paul Krugman): 2020 Was the Year Reaganism Died
•   WP(Marc A. Thiessen): The 10 worst things Trump did in 2020
•   WP(Ezzedine C. Fishere): What Biden can do to help Arab democracy
•   Bloomberg(Editorial Board): Companies Are Fleeing California. Blame Bad Government.
•   Bloomberg(Conor Sen): Just Send the Bigger Checks Already
•   Bloomberg(Tyler Cowen): Cryptocurrency Is Not Necessarily the Future
•   Bloomberg(Jared Dillian): Ignore All 2021 Market Predictions - Except This One
•   Bloomberg(Jonathan Bernstein): Five Nice Things to Say About Politics in 2020
•   Bloomberg(Ferdinando Giugliano): 2020 Saw the Return of the State Leviathan. We Must Be Wary
•   Bloomberg(Faye Flam): Pandemic Regrets? Experts Have a Few
•   Bloomberg(Michael Schuman): How to Get U.S. Companies to Leave China
•   Bloomberg(Sarah Halzack): Retail’s Boom-and-Bust 2020, in 10 Charts
•   MarketWatch(Damien Ma, Houze Song): 4 crucial trends involving China that investors risk getting wrong
•   Fox News(Cal Thomas): Biden's climate change litmus test

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