Wednesday, January 6, 2021

Business Intelligence Monitor 210107

(Introduction)

[Markets]


[Indicators]
•   US·Europe·Asia Dec. Services PMI: Services Growth Slows in U.S. as Asia Activity Rises
•   US Nov. Factory orders: U.S. factory orders beat expectations in November
•   China Dec. Services PMI(Caixin): China's services sector expands at a slower pace - Caixin PMI
•   Japan Dec. Consumer confidence: Japan's Dec. consumer confidence falls amid virus resurgence


[News]
•   파이낸셜뉴스(P1): 베일 벗은 ‘변창흠표 공급확대’
•   Industrial Vehicle Technology: Doosan launches new five tonne wheeled excavator
•   Phone Arena: Samsung Galaxy S21 vs Galaxy S20


[Opinions]
•   Project Syndicate(Kenneth Rogoff): A Fairer Way to Help Developing Economies Decarbonize
•   Project Syndicate(Helmut K. Anheier): Germany After Merkel
•   Project Syndicate(Hoe Ee Khor): Has COVID-19 Killed Asia’s Growth Miracle?
•   Project Syndicate(Sigmar Gabriel): Europe After Brexit
•   Project Syndicate(Koichi Hamada): Preventing “Trump 2024”
•   Project Syndicate(Daron Acemoglu): Is Biden Up to the Good Jobs Challenge?
•   FT(Editorial Board): Georgia’s harsh lesson for Republicans
•   FT(Editorial Board): Making UK governance fit for the future
•   FT(Constanze Stelzenmüller): Imagining Germany without Angela Merkel has got harder
•   FT(Jamie Powell): Inflating inflation part deux
•   WSJ(Editorial Board): Trump Loses the Senate
•   WSJ(Holman W. Jenkins, Jr.): Trump Threw It Away
•   WSJ(Walter Olson): Here Come the Covid Liability Lawsuits
•   WSJ(Elisabeth Braw): Trump Cleaned Up 5G
•   NYT(Nicholas Kristof): Trump Incites Terrorists
•   NYT(Spencer Bokat-Lindell): Why Is It Taking So Long to Get Americans Vaccinated?
•   Bloomberg(Brian Chappatta): Treasury Yields Hit 1%. Now Comes the Hard Part.
•   Bloomberg(John Authers): Treasury Yields Say the Reflation Trade Is Intact
•   Bloomberg(Jonathan Bernstein): What a Senate Majority Means for Democrats
•   Bloomberg(Cass R. Sunstein): Democrats’ Edge May Be Tiny, But Its Power Is Huge
•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Georgia Gives Biden an Opportunity to Be Bold
•   Bloomberg(Andreas Kluth): The West Can Stop Climate Free Riders Like China
•   Bloomberg(Therese Raphael): How Boris Johnson Could Reopen Britain in February
•   Bloomberg(Ferdinando Giugliano): Europe Is Botching the Vaccine Rollout
•   CNN(Frida Ghitis): The Georgia results are all on Trump
•   CNN(Alice Stewart): What's really on the ballot in Georgia
•   CNN(Jess McIntosh): The biggest loser in the Georgia runoffs
•   한겨레(장영기): 석탄발전 감축과 2050 탄소중립

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