Monday, March 1, 2021

Business Intelligence Monitor 210302

(Introduction)

[Markets]


[Indicators]
•   US Feb. Manufacturing PMI(ISM): China Manufacturing Stumbles as U.S. Takes Off
•   US Jan. Construction spending: Construction spending hits record high in January
•   Eurozone Feb. Manufacturing PMI(final): Italy and Spain enjoy manufacturing bounceback as demand rises
•   China Feb. Manufacturing PMI(Caixin): China's factory activity growth slips to nine-month low: Caixin PMI
•   한국 1월 주택 인허가: 1월 서울 주택 인허가 11년래 최소
•   한국 2월 주택가격 동향(KB): 서울 전셋값 상승폭 3개월째 줄어 1% 아래로
•   Vietnam Feb. CPI: CPI in February highest in 8 years
•   Turkey Q4 GDP: Turkey's 4Q GDP grows 5.9% on year


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


[News]
※   두산건설·대림건설·대우건설 등으로 구성된 신분당선 주식회사가 정부를 상대로 낸 실시협약 조정신청 소송 상고심에서 원고 일부 승소로 판결한 원심을 확정
•   디지털타임스(P1): 기업 60% "노사관계 작년보다 불안"


[Opinions]
•   Project Syndicate(Simon Johnson): Realizing the Great Realization
•   Project Syndicate(Harold James, Markus Brunnermeier, Jean-Pierre Landau): Who’s Right on Inflation?
•   Project Syndicate(Kenneth Rogoff): Are Inflation Fears Justified?
•   Project Syndicate(Hannah Wanjie Ryder, Gyude Moore): When Special Drawing Rights Aren’t So Special
•   FT(Editorial Board): Poorer countries need more global assistance
•   NYT(Gail Collins, Bret Stephens): Trump 2.0 Looks an Awful Lot Like Trump 2020
•   NYT(Daniel McCarthy): Why Trump Holds a Grip on the G.O.P.
•   WP(Daniel W. Drezner): The inevitable politicization of herd immunity
•   WP(Terrell Jermaine Starr): We need to have a talk about Alexei Navalny
•   Bloomberg(Bloomberg Opinion): Did J&J Add to Your Vaccine Confusion?
•   Bloomberg(Mohamed A. El-Erian): Bond Tumult Complicates Life for the Fed
•   Bloomberg(Mervyn King): The Looming Test for Central Bank Independence
•   Bloomberg(John Authers): Buffett's Lament Is a Reflation Reality Check
•   Bloomberg(Jonathan Bernstein): Biden’s Ratings Show Hardening Polarization
•   Bloomberg(Robert A. George): Trump’s Not-Quite-Triumphant Return
•   MarketWatch(Peter Morici): Raise the minimum wage to $12 an hour
•   Reuters(John Kemp): Hedge funds sell oil as bull run stutters
•   매경(김재수): 프리드먼은 ESG를 어떻게 볼까

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