Joker's Google Blog: Business Intelligence Monitor 220303

(Introduction)

[Markets]

• Global: Oil surges past $110/bbl, stocks rebound as Fed tightening fears ebb

※ Stocks rebound in Europe, rally on Wall Street

※ Oil tops $110/bbl on Russian supply disruptions

※ Bond yields rise, German bund now positive

• UK: Russian shares traded abroad plunge as sanctions trigger ‘panicky’ selling

• Natural gas: Europe Gas Rises 60% With Traders Backing Away From Russia Deals

※ Russian gas flows to Europe have been uninterrupted so far

• Metals: Aluminium jumps to record on fears logistics issues will hurt supply

• Grains: CBOT wheat hits 14-year peak on Ukraine crisis in volatile trading

• 한국: 우크라 사태 지속에도 코스피 소폭 상승…2,700대 회복

[Indicators]

• US Feb. Employment(ADP): U.S. Job Growth More Than Forecast in February, ADP Data Show

• US Weekly Mortgage rates·applications: Weak mortgage demand could get a big boost as Ukraine crisis causes interest rates to drop sharply

• Eurozone Feb. CPI: Eurozone inflation hits record 5.8% as Ukraine war adds to price pressures

※ ECB calls February figure ‘a negative surprise’ as it confronts dilemma over when to adjust monetary policy

• Germany Feb. Employment: German Jobs Recovery Accelerates as Firms Live With Virus Curbs

• UK Feb. House prices: UK house prices surge in February despite rising mortgage rates

• Japan Q4 Capital spending: Japan's Oct.-Dec. capital spending up for 3rd qtr in row

• India Feb. Manufacturing PMI: Factory activity grows in February on better demand

• India Feb. Balance of trade: Trade deficit widens in February, exports up 22.36%

• Canada Benchmark rate: Bank of Canada Raises Policy Rate to 0.5%, Sees More Hikes Ahead

• 한국 2021년 기관투자가 외화증권투자: 美 증시 호황에…지난해 국내기관 해외투자 300억 달러 늘어

• 한국 1월 산업활동: 1월 생산 0.3%↓·소비 1.9%↓…1년10개월만에 동반 감소

• 한국 2월 은행 가계대출 잔액: 가계대출 올들어 3조 줄어…주담대는 5년 만에 감소세

• 한국 2월 건설기업 경기실사지수: 건설업 체감경기 소폭 개선…우크라이나 사태 등 변수

• 한국 2월 자동차판매: 반도체 대란에도 국내車 5사, 지난달 판매 ‘선방’

[Trackers]

• Johns Hopkins University: COVID-19 Global Cases & Deaths

• Worldometer: COVID Live Update

• Bloomberg: Covid-19 Vaccine Tracker

• NYT: Covid-19 Vaccine Tracker: Latest Updates

• FT: Pandemic crisis: Global economic impact tracker

• FT: Inflation tracker: the latest figures as countries grapple with rising prices

• CNN: Tracking America's recovery

• Bloomberg: Global PMI Tracker

• Bloomberg: The Covid Resilience Ranking

[News]

• WSJ: Russia Batters Ukraine’s No. 2 City Kharkiv, as Kyiv Offensive Stalls

※ The two cities remain under Ukrainian control, as Ukraine officials put the invasion’s civilian death toll at 2,000 and Moscow acknowledges nearly 500 soldiers killed

• WSJ: As Russian Invasion of Ukraine Widens, the West’s Options Shrink

• WSJ: Food Shortages, Last Goodbyes: Ukrainians Face Their New Reality

• WSJ: U.S. Cancels ICBM Test Launch Amid Ukraine Tensions

• WSJ: Russia Evacuates Wounded Soldiers to Belarus as Its Casualties in Ukraine War Rise

• WSJ: Ukrainian Jews, Under Putin’s Bombs, Seethe at His Attempt to Smear Ukraine as Neo-Nazi

• WSJ: Export Controls Against Russia Add to Uncertainty for Business

• WSJ: How Might the War in Ukraine End? Five Factors Will Shape the Outcome

• WSJ: Ukraine Isn’t Working on Nuclear Weapons, U.N. Official Says, in Rebuke to Russia

• WSJ: Sanction Carve-Outs for Energy Aren’t Enough to Keep Money Flowing to Russia

• WSJ: Biden Expected to Ban Russian Ships From Entering U.S. Ports

• WSJ: U.S. Moving to Confront China on Trade, Industrial Policy

• WSJ: Biden’s Domestic Priorities Still Stalled After State of the Union Address

• WSJ: Biden Unveils New Covid-19 Strategy for Next Phase of Response

※ The administration will need to secure enough funding to fulfill an array of plans

• WSJ: Covid-19 Hospitalizations Are Down, but Nurse Shortages Stretch Hospitals

• WSJ: Powell Plans to Seek Quarter-Percentage Point Rate Increase

※ ‘We will need to be nimble,’ says the Fed chairman

• WSJ: U.S. Economy Grew Modestly Amid Omicron Surge, Fed Beige Book Says

※ Rising costs and difficulty hiring persist, companies say

※ Fed: Beige Book - March 2, 2022

• WSJ: NY Fed’s Logan: Reverse Repo Use May Rise When Rate Increases Start

• WSJ: Putin Sees a West United on Ukraine—But What About China and India?

• WSJ: China Weighs Methods for Relaxing Zero-Covid-19 Grip: Bubbles, Drugs and New Messaging

※ The world’s strictest pandemic-control regime likely won’t be relaxed until next year, but experimental opening measures could come as soon as summer

• WSJ: U.S. Worries Sudan Is Close to Leasing Russia a Red Sea Base

• WSJ: Russian ETFs Offer Hint of Where the Moscow Exchange Is Headed

• WSJ: Divesting From Russia Proves Complicated for Pension Funds

• WSJ: Apple, Exxon, Ford, Others Retreat From Russia; VW Warns of Disruption

• WSJ: Ford Creates Separate EV, Gas-Engine Divisions in Major Overhaul

• NYT: China Asked Russia to Delay Ukraine War Until After Olympics, U.S. Officials Say

※ A Western intelligence report indicates that Chinese officials had some level of knowledge about President Vladimir V. Putin’s war plans or intentions.

• NYT: The U.N. General Assembly passes a resolution strongly condemning Russia’s invasion.

• NYT: NATO Countries Pour Weapons Into Ukraine, Risking Conflict With Russia

• NYT: The U.S. extends technology restrictions to Belarus and the Russian oil industry.

※ The Biden administration said the measures would degrade the ability to wage war on Ukraine and would prevent Belarus from channeling forbidden goods to Russia.

※ White House: FACT SHEET: The United States Continues to Impose Costs on Russia and Belarus for Putin’s War of Choice

• NYT: Before Invasion, Ukraine’s Lithium Wealth Was Drawing Global Attention

• NYT: ‘We Are on Our Side’: Across Asia, a Mixed Reaction to Ukraine War

• NYT: Putin’s War to Bring Ukraine to Heel Unites Eastern Europe in Alarm

• NYT: Biden’s Fed Nominees Are Frozen as One Faces Republican Questions

• NYT: The C.D.C. no longer recommends universal case investigation and contact tracing.

• NYT: On Two Continents, War and Politics Complicate Attempts to Slow Warming

• NYT: As oil soars, OPEC and its allies decline to offer relief.

• WP: In one week of war, Russia’s invasion of Ukraine may have veered history in a new direction

• WP: Economic restrictions are having a devastating effect on Russia — but may have a harder time reaching Russian wealth in U.S.

• WP: Alexei Navalny calls on Russians worldwide to ‘fight against the war,’ slams Putin

• FT: Another Stalingrad’: assault on Kharkiv shatters ties that once bound two nations