Sunday, December 19, 2021

Business Intelligence Monitor 211220

(Introduction)

[Markets]


[Indicators]
•   Germany Dec. Ifo business climate: Recession risk looms for Germany as business confidence falls
•   한국 2020년 기업생멸행정통계: 신생기업 3곳 중 1곳, 1년도 못 버티고 문 닫아
•   한국 주간 아파트 수급동향(부동산원): 수도권 이어 지방에서도 아파트 ‘팔자’ 더 많아져


[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


[Calendars]


[News]
※   Hospitalizations, deaths are rising in the U.S. while variant presents new risks
※   Ukraine has sought helicopters and other military equipment to deter Russia, though White House hasn’t approved plan
※   Fed governor Waller says rate rise could be on the table for March meeting, while other officials declined to comment on when central bank should begin the three increases projected for 2022
※   The decision could doom Mr. Biden’s top domestic-policy priority
※   The country’s top infectious disease expert said he didn’t anticipate the U.S. moving toward broad shutdowns
※   IEA: Coal 2021
※   The Democratic Progressive Party supports closer ties with Washington at the expense of Beijing
※   They do seem to offer significant protection against severe illness, but the consequences of rapidly spreading infection worry many public health experts.
※   The authorization could drastically increase the vaccine supply for low- and middle-income countries.
•   NYT: The Deals of the Year
※   The Netherlands is imposing a snap lockdown. Meanwhile, Australia has loosened nearly all coronavirus measures.
※   Moscow blames alliance for ‘hostile acts’ as tension simmers over military build-up near Ukraine
※   Weekend emergency meeting of ministers set to look at ‘pretty bleak’ data after third record day of new cases
※   Samsung and LG representatives joined regime civil servants at event organised by Korean embassy
※   Variant discovered in Changsha challenges Covid-zero strategy
※   China Evergrande Group was labeled a defaulter by S&P Global Ratings, the second credit-risk assessor to do so.
※   Endemic means the coronavirus will not disappear but rather will become a vaccinated-protected ailment like the flu.
※   Cities across China have released ambitious hydrogen energy blueprints recently and investment in the sector is growing
•   더벨: 'ESG 비용' 줄다리기
•   디지털타임스(P1): [기획] `코로나 한파` 중기는 더 춥다


[Opinions]
•   Project Syndicate(Zhang Jun): Why China Continues to Rise
•   FT(Editorial Board): A divide in responses to the inflation threat
•   FT(Robert Armstrong, Ethan Wu): Central banks’ crowded trade
•   FT(Claire Jones): The expectations behind the BoE hike
•   WSJ(Editorial Board): Jerome Powell, Fiscal Lobbyist
•   WSJ(Editorial Board): The Great Central Bank Divide
•   WSJ(Editorial Board): Vladimir Putin Names His Price
•   WSJ(Editorial Board): Purdue Sends a Message to China
•   WSJ(Editorial Board): Taking Joe Manchin Seriously
•   WSJ(Andy Kessler): Back to the Office in 2022
•   WSJ(Tunku Varadarajan): An Insider Explains the Supply-Chain Crisis
•   WSJ(Maílson da Nóbrega): Brazil’s Lawmakers Embrace Default
•   WSJ(Seth Moulton): How We Can Save Ukraine
•   WSJ(Mickey D. Levy): High Inflation Needs a Policy Solution
•   NYT(Matthew Continetti): Will Trump Ruin a Red Wave in 2022?
•   WP(Fareed Zakaria): The puzzle of Joe Biden’s unpopularity
•   Bloomberg(Mohamed A. El-Erian): Turkey Can’t Take Much More of Its Currency Crisis
•   Bloomberg(Niall Ferguson): Destroying U.S. Democracy Is a Bipartisan Effort
•   Bloomberg(Jonathan Bernstein): U.S. Democracy Faces Real Threats
•   Bloomberg(Tobin Harshaw): John Bolton's Guide for Containing Russia and China
•   Bloomberg(Therese Raphael, Sam Fazeli): China's Sinovac Vaccine Won't Fully Protect Against Omicron
•   Bloomberg(Lara Williams): Elon Musk, Tesla Have a Soaring, Profitable 2021
•   Bloomberg(Max Hastings): Russia and China Show Everything Can Be Weaponized

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