Monday, November 22, 2021

Business Intelligence Monitor 211123

(Introduction)

[Markets]


[Indicators]
•   US Oct. Existing home sales: U.S. Home Sales on Track for Biggest Year in 15 Years
•   US Nov. MCI-EFI: Finance Confidence Index Up in November
•   한국 10월 기업 직접금융 조달실적: 지난달 기업 주식 발행 22.1% 증가…카카오페이 기업공개 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]
※   Reappointment signals policy continuity with central bank leader who remains popular among lawmakers; Lael Brainard will be nominated as vice chair
※   The Labor Department rule, effective Jan. 30, is part of a regulatory push by the president to increase workers’ pay
※   Cases are rising again in parts of the country, but more people are traveling, and health officials have largely stopped telling people to skip celebrations.
※   Japan, South Korea and India may make joint announcements
※   Beijing wants lasting peace in the region, China’s leader said
※   A two-dose series of the vaccine was 100% effective against COVID-19, measured seven days through over four months after the second dose
※   국제무역연구원: 2021년 수출입 평가 및 2022년 전망
•   헤럴드경제(P1): 한은 올 순익 10조원 넘기나


[Opinions]
•   Project Syndicate(Stephen S. Roach): The Fed Must Think Creatively Again
•   Project Syndicate(Geoffrey Heal): Scoping Out Corporate Carbon Neutrality
•   Project Syndicate(Javier Solana): Redefining Engagement with China
•   FT(Robert Armstrong): The lack of worry is the big worry
•   Bloomberg(Brian Chappatta): Why a ‘Dangerous Man’ Was a Safe Fed Pick for Biden
•   Bloomberg(John Authers): Peak Liquidity Portends Trouble for Risk Assets
•   Bloomberg(John Authers): The Fed Has Risen Too Far Above Political Control
•   매경(박봉권): 어차피 탈원전은 폐기처분된다

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