Monday, March 7, 2022

Business Intelligence Monitor 220308

(Introduction)

[Markets]
※   Brent, the international benchmark, briefly hit more than $139 a barrel, its highest level since 2008


[Indicators]
•   Germany Jan. Retail sales: German retail sales partially recover in January
•   China Jan~Feb. Balance of trade: China’s Export Boom Eases, Raising Pressure for Stimulus
※   Policy makers face tough task of hitting ambitious growth target
•   China Feb. Foreign reserves: China's Feb forex reserves fall to $3.214 trln


[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]
※   Russian forces conducted airstrikes on cities and military locations, disrupting civilian-evacuation plans, Ukraine said, while cease-fire negotiations were inconclusive
※   Central banks are delaying or softening rate increases after relying on easy money to get through the Covid-19 pandemic
※   A bipartisan group of lawmakers reached an agreement on legislation that, if passed, would bar imports of Russian energy and suspend normal trade relations with Russia and Belarus.
※   Brain scans before and after infection showed more loss of gray matter and tissue damage, mostly in areas related to smell, in people who had Covid than in those who did not.
※   He said no decision to shut off Nord Stream 1 has yet been taken, and the pipeline is currently operating “at its full capacity.”
※   Firm’s Simon Waever sees default possible as soon as April 15
※   CDS sellers demand $5.8 million upfront to protect $10 million
※   European Commission to adopt new energy strategy on Tuesday
※   The nation announced 526 cases on Monday
•   Construction Equipment: Global Outlook Dampened: AEM
•   디지털타임스(P1): 코로나 위험도 `최고단계`


[Opinions]
•   Project Syndicate(Joseph E. Stiglitz, Kevin P. Gallagher): The IMF's Unfinished Business
•   Project Syndicate(Mohamed ElBaradei): The Nuclear Threat Is Back
•   Project Syndicate(Daniel Gros): Putin's Potemkin Military
•   Project Syndicate(Yasheng Huang): China's Moment of Decision
•   Project Syndicate(Mohamed A. El-Erian): The Ukraine War's Multifaceted Economic Fallout
•   Project Syndicate(Stephen S. Roach): Only China Can Stop Russia
•   Project Syndicate(Diego Gambetta, Stephen Holmes): Explaining Europe's Reaction
•   FT(Gideon Rachman): Russia is once again behind an iron curtain
•   FT(Jonathan Guthrie): The chilling effect of sanctions on Russia
•   FT(Derek Brower): Why oil prices might still climb higher
•   WSJ(Gerard Baker): The Terrifying Paradox of Russian Weakness
•   NYT(Gail Collins, Bret Stephens): Ukraine Is a Test We Cannot Fail
•   WP(Leon Aron): Why Putin needs to watch his back
•   Bloomberg(Editorial Board): Don’t Drag Banks Into the Culture Wars
•   Bloomberg(Daniel Moss): China's Dilemma: Huge Growth, Achieved Carefully
•   Bloomberg(Therese Raphael, Sam Fazeli): Two Ways to Escape China's Zero Covid Trap
•   Bloomberg(Clara Ferreira Marques): Vladimir Putin’s Goodbye Will Be a Long One
•   Bloomberg(Amanda Little): Food Is Just as Vital as Oil to National Security
•   Bloomberg(Adrian Wooldridge): As Russia's Economy Goes, So Goes State Capitalism?
•   Fox News(Newt Gingrich, K.T. McFarland, Steve Forbes, Stephen Moore): ‘Drill, baby, drill’ is back amid the energy crisis, and that puts ESG efforts on the back burner
•   Fox News(James Jay Carafano): What China is learning from Putin's Ukraine invasion
•   Fox News(Claire Christensen): China's Xi and Russia's Putin backstab Biden
•   한국(장인철): 태양광에도 정책실패 먹구름

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