Sunday, January 14, 2024

Global Economic Monitor 240115

(Introduction)

[Markets]
※   U.S. stocks end little changed
※   U.S. Treasury yields ease
※   Data shows U.S. producer price unexpectedly fall in December


[Indicators]
•   UK Nov. GDP: UK economy rebounds in November
•   China Dec. CPI, PPI: Deflation Worries Deepen in China
※   With domestic demand weak, fears are growing that China will try to export its way out of trouble, raising trade tensions
※   Slowing global economy, geopolitical tensions weighed on trade
•   India Nov. Industrial production: India's Nov industrial output growth slows to 2.4% y/y


[World]


[Korea]


[Opinions]
•   Project Syndicate(Carla Norrlöf): What the Global Economy and Security Require
•   Project Syndicate(Debin Ma): China’s Long March Back to Stagnation
•   Project Syndicate(Anna Husarska, Mykola Viknianskiy): What Happens if the West Abandons Ukraine?
•   Project Syndicate(Makhtar Diop): Harmonizing Global Green Taxonomies
•   WSJ(Editorial Board): Taiwan’s Victory for Democracy
•   WSJ(Editorial Board): Biden Strikes the Houthis, at Last
•   WSJ(Jeb Hensarling, Mike Solon): A Fiscal Commission on the National Debt? Good Luck With That
•   NYT(Paul Krugman): Trump Dreams of Economic Disaster
•   FT(Editorial Board): The 2024 financial market rollercoaster
•   FT(John Burn-Murdoch): The housing crisis is still being underplayed
•   Bloomberg(Niall Ferguson): America’s Longtime Sources of Power Have Turned Weak
•   Bloomberg(John Authers): Slower for Longer — Inflation Has Stopped Falling
•   Bloomberg(Andy Mukherjee): US Rates Cast a Long Shadow on Indian Outsourcing
•   매경(서진우): 1·10 부동산 대책이 반가운 이유
•   서경(윤경환): 尹 '전두환식 경제 위임' 안하나
•   중앙(하현옥): 대사도, 출연진도 같은 ELS 사태
•   파이낸셜뉴스(최용준): 서울 아파트와 6억원

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