Thursday, September 23, 2021

Business Intelligence Monitor 210924

(Introduction)

[Markets]


[Indicators]
※   Manufacturing and services businesses in both the U.S. and Eurozone reported slower growth in activity this month, more so in Europe.
•   US Q2 Household net worth: Household Net Worth in U.S. Hits Record High
•   US Weekly Jobless claims: U.S. Jobless Claims Hover Near Pandemic Low
•   한국 8월 기업 직접금융 조달실적: 지난달 기업 회사채 발행 12.3% 감소…기준금리 인상 등 영향


[Trackers]
•   Johns Hopkins University: COVID-19 Global Cases & Deaths
•   Worldometer: COVID Live Update
•   Bloomberg: Covid-19 Vaccine Tracker
•   Bloomberg: Global PMI Tracker
•   Bloomberg: The Covid Resilience Ranking


[News]
※   Third dose of the vaccine was authorized for people who are 65 or older or at high risk of severe Covid-19, including from their jobs
※   Beijing, reluctant to bail out the country’s most heavily indebted property developer, is asking local officials across the country to prepare for a ‘possible storm’
※   Biden administration began preparing for a possible partial shutdown
•   WSJ: Fed Officials See ‘Transitory’ Inflation Lasting Quite a While
※   The meeting will be hosted by Secretary of Commerce Gina Raimondo and National Economic Council Director Brian Deese, the Commerce Department saidearlier this month
※   "We have what we call deliverables in infrastructure, on broader health engagements on science and technology on the space, on cyber,"
•   매경(P1): 8년만에 전기료 인상
•   디지털타임스: 상장사 영업익 3분기 50% 뛴다
※   김성회 "예산실 출신이란 기득권..'봉사' 그만"


[Opinions]
•   Project Syndicate(Thomas Koch Blank): The Promise of Green Hydrogen
•   Project Syndicate(Anne O. Krueger): America's Losing China Strategy
•   Project Syndicate(Jeffrey Frankel): El Salvador's Bitcoin Folly
•   Project Syndicate(Rabah Arezki, Jean-Pierre Landau): The Developing World's Hidden Inflation Risks
•   Project Syndicate(Yanis Varoufakis): Europe's Latest Humiliation
•   Project Syndicate(Omar Razzaz): How to Avert a Global Climate Catastrophe
•   FT(Editorial Board): The Fed has signalled an inflection point
•   FT(Editorial Board): Data scandal taints IMF head and World Bank
•   FT(Philip Stephens): The French are right about the Americans
•   FT(Gillian Tett): Look to Japan for lessons on Evergrande
•   FT(Edward Luce): A US-China clash is not unthinkable
•   FT(Martin Sandbu): Japan is still a monetary policy pioneer
•   FT(Robert Armstrong): Gentle Jay does it again
•   WSJ(Editorial Board): Powell’s Reappointment Credential
•   WSJ(Editorial Board): A Very German ‘Change’ Election
•   WSJ(Kimberley A. Strassel): Biden’s Reconciliation Mess
•   WSJ(Joseph C. Sternberg): America Risks an ‘Evergrande Moment’
•   Bloomberg(Jonathan Bernstein): Are Democrats in Disarray or Just Negotiating?
•   Bloomberg(Eric Beinhocker, James Doyne Farmer, Cameron Hepburn): Biden’s Faster Solar Power Plan Will Make Energy Cheaper
•   Bloomberg(Shannon K O'Neil): Latin America Shouldn’t Be a Pawn in U.S.-China Rivalry
•   이데일리(강민구): 탈원전, 정치가 아니라 과학이 먼저다
•   전자신문(사설): [사설]전기요금, 냉철히 보자

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