Tuesday, November 2, 2021

Business Intelligence Monitor 211103

(Introduction)

[Markets]
※   All three major U.S. stock indexes hit intraday record highs during the session.
※   China’s daily steel output at lowest since March 2020: Mysteel


[Indicators]
•   Global Oct. Manufacturing PMI: Global Supply Chain Restrained by Higher Input Costs, Delays
•   한국 9월 아파트 실거래가: 서울 아파트 실거래가도 상승세 꺾였다


[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]
※   Comments mark second time in recent days he has singled out Chinese and Russian leaders
※   The last step before administration of the shot to 5- to 11-year-olds begins is signoff by the CDC director, which could come later Tuesday
※   U.S., other oil-consuming nations call for more production
※   China is planning at least 150 new reactors in the next 15 years, more than the rest of the world has built in the past 35.
※   Biden hasn’t said whether he’ll renominate Chair Jerome Powell
※   Li Keqiang says tax cuts needed to help small businesses
※   국회예산정책처: 2021~2030년 NABO 중기재정전망
•   디지털타임스(P1): 탈원전에 묻힌 `혁신형 SMR` 부활하나


[Opinions]
•   Project Syndicate(Mark Leonard): Why COP26 Will Fail
•   Project Syndicate(Nouriel Roubini, Colin Coleman): What South Africa Must Do
•   Project Syndicate(Maureen Santos, Linda Schneider): Net Zero Is Not Zero
•   Project Syndicate(Joseph S. Nye, Jr.): American Democracy and Soft Power
•   Project Syndicate(Dalia Marin): Will Deglobalization Fuel Inflation?
•   FT(Martin Wolf): How we can share our divided world
•   FT(Robert Armstrong): The politics of the yield curve
•   WSJ(Editorial Board): A Biden Trade Win in Europe
•   WSJ(Editorial Board): A Lobster Lesson in Geopolitics
•   WSJ(Editorial Board): Biden’s Australia Bungle
•   WSJ(Editorial Board): Manchin Nails the Progressive Hostage Strategy
•   WSJ(Walter Russell Mead): The U.S. and EU Shake Up Global Trade
•   WSJ(Henry Kissinger, Eric Schmidt, Daniel Huttenlocher): The Challenge of Being Human in the Age of AI
•   Bloomberg(Mohamed A. El-Erian): Central Banks Are Playing Catch-Up in Different Ways
•   Bloomberg(Ramesh Ponnuru): Inflation Today May Be Out of the Fed's Control
•   Bloomberg(Clara Ferreira Marques): Kremlin Politics Are Bad for Russia’s Health
•   Bloomberg(Peter R. Orszag, George W Bilicic): COP26: Technology and Markets Boost Climate-Change Optimism
•   한경(박주헌): '연목구어' 탄소중립 시나리오
•   파이낸셜뉴스(구본영): 탄소중립 사다리차기론
•   전자신문(변상근): 2030 NDC 상향과 원전

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