Thursday, February 24, 2022

Business Intelligence Monitor 220225

(Introduction)

[Markets]
※   Crude futures gain but pull back from session highs above $100
※   MSCI global stock index closes down 0.46%, gold erases rally
※   Wall Street rallies, Treasury yields pare losses
※   Prices could rise ‘substantially higher’ if conflict in eastern Europe disrupts supplies, say analysts


[Indicators]
※   GDP expanded at pace at the end of 2021
•   US Weekly Jobless claims: U.S. Jobless Claims Fall Amid Tight Labor Market
※   한국은행: 통화정책방향(2022.2.24)
※   한국은행: 경제전망(2022.2월)
•   한국 주간 아파트 가격(부동산원): 더 얼어붙은 아파트 매매…서초구도 1년8개월만에 하락
•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 시장 15주 연속 '팔자>사자'…2년7개월 만에 최저


[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]
※   Airstrikes hit cities, tanks roll in and casualties mount in what President Biden calls an unprovoked attack, as West pledges further action against Moscow
※   President Biden promises to make Vladimir Putin an international pariah over invasion of Ukraine
※   Beijing says it continues to respect sovereignty but points to ‘complicated and specific’ questions between Kyiv and Moscow
※   European leaders to sign off measures that will hit Moscow’s access to capital markets
※   Barkin, Bostic, Mester say policy normalization should start
•   헤럴드경제: “5G 더 빠르고 효율적으로”


[Opinions]
•   Project Syndicate(Keyu Jin): America Is Fueling Chinese Techno-Nationalism
•   Project Syndicate(Muhammad Hamid Zaman): The Challenge of Convergent Crises
•   Project Syndicate(Andrew Sheng, Xiao Geng): Resilient China
•   Project Syndicate(Jeffrey Frankel): Fighting the Last Inflation War
•   Project Syndicate(Joschka Fischer): Russia's Stolen Future
•   Project Syndicate(Otaviano Canuto, Justin Yifu Lin, Pepe Zhang): Geopoliticized Industrial Policy Won't Work
•   FT(Editorial Board): Putin opens a dark new chapter in Europe
•   FT(Gideon Rachman): Putin’s war will shake the world
•   WSJ(Editorial Board): How Ukraine Was Betrayed in Budapest
•   WSJ(Editorial Board): Putin’s New World Disorder
•   WSJ(Kenneth C. Griffin, Niall Ferguson): How to Beat Putin With Natural Gas
•   WSJ(Daniel Henninger): Democrats Deserve to Lose the Midterm Elections
•   WSJ(James Freeman): Russians Against Invasion
•   WSJ(Walter Russell Mead): A Rogue Russia Tries to Reset the World Order
•   WSJ(Joseph C. Sternberg): Europe Stays in Bed After Its Ukraine Wake-Up Call
•   WSJ(Robert C. O’Brien, Alexander B. Gray): A Hardheaded Guide to Deterring Russia and China
•   WP(E.J. Dionne Jr.): How Putin’s mistakes rallied his enemies
•   WP(Christian Caryl): Why Putin will lose his war on Ukraine
•   Bloomberg(Karl W. Smith): Fracking Is a Powerful Weapon Against Russia
•   Bloomberg(Jonathan Bernstein): Six Early Thoughts on Russia's Invasion of Ukraine
•   Bloomberg(Clara Ferreira Marques): Russia's Vladimir Putin Is Playing With Fire in Ukraine
•   Bloomberg(Bobby Ghosh): Russian Aggression Puts Erdogan in a Bind
•   Bloomberg(Parmy Olson): Russia’s Cyber Campaign of Chaos Should Fail
•   MarketWatch(Paul Brandus): America gets a wakeup call as Putin menaces Europe
•   아시아경제(정동욱): 새 대통령이 마주할 5가지 원자력 현안

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