Tuesday, November 16, 2021

Business Intelligence Monitor 211117

(Introduction)

[Markets]


[Indicators]
•   US Sep. Business inventories: U.S. business inventories rise solidly in September
※   U.S. shoppers boosted spending last month, taking on higher prices
•   US Oct. Export·Import prices: U.S. import prices surge in October on petroleum, food
•   US Nov. NAHB housing market index: U.S. Homebuilder Sentiment Increases to a Six-Month High
•   한국 2020년 주택소유: 무주택 가구 900만 넘었다
•   한국 9월 재정수지: 세수 늘어도…재정적자는 75兆


[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]
※   Afghanistan, North Korea and Iran, as well as human rights, climate change and concerns over Taiwan were among topics U.S. and Chinese presidents discussed
※   Testing found pill 89% effective at reducing risk of hospitalization and death from Covid-19 when taken soon after diagnosis
※   Activity takes place at site that U.N. atomic watchdog is unable to monitor
※   Gas prices jump as energy regulator’s decision deals another blow to Kremlin-backed project
※   Senate Banking chair says Powell, Brainard both have votes
※   FOMC has retained optionality on speeding up taper process
※   President says he, Xi assigned officials to continue talks
※   China and the U.S. agreed to ease visa restrictions imposed during the Trump administration on each other’s journalists
※   부스터샷 간격 4~5개월로 단축
•   헤럴드경제(P1): 가상자산 열풍? 그래도 현금!


[Opinions]
•   Project Syndicate(Robert Skidelsky): What Killed Macroeconomics?
•   Project Syndicate(José Antonio Ocampo): Rich Countries' Double Standards on Taxation
•   Project Syndicate(Mariana Mazzucato): The Right Institutions for the Climate Transition
•   FT(Martin Wolf): Fed policy must adjust for inflation
•   WSJ(Editorial Board): America Will Be Number One—in Taxes
•   WSJ(Editorial Board): ‘We Want Them to Go Bankrupt’
•   WSJ(Editorial Board): An Illegal Vaccine Mandate
•   WSJ(Walter Russell Mead): The COP26 Summit and the Global Age of Shams
•   WSJ(William A. Galston): Strap Yourself In: Inflation Isn’t Going Away
•   NYT(Paul Krugman): Policy and the Fog of Politics
•   Bloomberg(Jonathan Bernstein): Biden Infrastructure Win Won’t Make Him More Popular
•   한경(최기련): 국가 이기주의가 장악한 COP26
•   동아(류호정): 탄소중립 위한 CO₂ 처리 기술

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