Tuesday, January 26, 2021

Business Intelligence Monitor 210127

(Introduction)

[Markets]


[Indicators]
•   US Nov. Case–Shiller home price: U.S. Home-Price Growth Accelerated in November
•   US Jan. Consumer confidence: U.S. Consumer Confidence Ticks Up in January
•   한국 2020년 부동산 거래: 작년 외국인 국내 부동산 거래 역대 최대
•   한국 2020년 기업 직접금융 조달실적: 작년 주식·회사채 발행 194조…전년 대비 11%↑
•   한국 12월 지가: 전국 땅값 122개월 연속 올랐다


[Trackers]
•   Johns Hopkins University: COVID-19 Global Cases & Deaths
•   Bloomberg: Covid-19 Vaccine Tracker
•   Bloomberg: Global PMI Tracker


[News]
※   대우조선해양, 두산인프라코어 인수 자금 마련과 이번 IPO는 전혀 무관하다는 게 현대중공업 측 설명


[Opinions]
•   Project Syndicate(Raghuram G. Rajan): Raghuram G. Rajan Says More…
•   Project Syndicate(Brahma Chellaney): Where Biden Should Be More Like Trump
•   Project Syndicate(Dalia Marin): Will COVID Accelerate Productivity Growth?
•   Project Syndicate(Jean Pisani-Ferry): A Global Pandemic Alarm Bell
•   Project Syndicate(Yanis Varoufakis): Truth After Trump
•   Project Syndicate(Willem H. Buiter): The Fed Must Step Up Again
•   FT(Editorial Board): Vaccine protectionism by the EU will backfire
•   FT(Lex): EVs/Spacs: double bubble
•   WSJ(Jason Furman): Biden’s Stimulus Should Stay the Course
•   WSJ(William A. Galston): Does Biden Want a Bill or an Issue?
•   WSJ(C. Boyden Gray): Electric Car Quotas Have a High Cost
•   WSJ(Elbridge Colby): America Can Defend Taiwan
•   NYT(Paul Krugman): Helping Kids Is a Very Good Idea
•   NYT(Ross Douthat): How Trump Ate Populism
•   Bloomberg(Mihir Sharma): India’s Modi Should Hold Firm on Farming
•   Bloomberg(John Authers): GameStop Shorts Don't Deserve All the Schadenfreude
•   Bloomberg(Nir Kaissar, Timothy L. O'Brien): Biden Should Target a Living Wage, Not a Minimum One
•   Bloomberg(Brooke Sutherland): GE’s Cash Surprise Is Better Than Bonfires Past
•   Bloomberg(Anjani Trivedi): Does China Even Know What a Monopoly Is?
•   Bloomberg(Jonathan Bernstein): Ignore Republican Arguments Against a Trial of Trump
•   Bloomberg(Cass R. Sunstein): Biden Climate Regulation Is About to Get Tougher
•   Bloomberg(Lionel Laurent): Bitcoin Is an Incredibly Dirty Business
•   Bloomberg(Ferdinando Giugliano): Europe Is Flirting With a Vaccine Disaster
•   Bloomberg(Rhonda Vonshay Sharpe): Kamala Harris Is Good for the Economics Profession
•   CNN(Ellie Geranmayeh, Esfandyar Batmanghelidj): Biden should look beyond leverage to rejoin the Iran deal
•   아시아경제(정동욱): 탄소중립2050, 정치적 구호로 그치나

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