※ World share index posts worst month since August
※ U.S., European equity markets fall more than 1%
※ Dismal Chicago PMI adds to fears of slower growth
※ Amazon surges 7.4% as sales beat forecasts
※ Bond yields slump and oil prices slip
[Indicators]
• 미국 12 월 PCE 등: U.S. Consumer Spending, Wage Gains Eased in Late 2019
• 미국 1월 미시간대 소비자태도지수: Sentiment Among U.S. Consumers Rises to an Eight-Month High
• 미국 1분기 GDP Nowcasting: Jan 31, 2020: New York Fed Staff Nowcast
• 미국 1분기 GDP Nowcasting: Initial estimate: 2.7 percent — January 31, 2020
• 유로존 4분기 GDP: Eurozone grows just 0.1 per cent as France and Italy shrink
• 한국 2019년 항만물동량: 항만 물동량 증가율, 금융위기 이후 최저
• 한국 12월 산업활동동향: 작년 산업생산 증가폭 역대 최소…설비투자 10년래 최대폭 감소
• 한국 1월 서울 아파트 거래량: 12·16發 거래한파…매수자가 사라졌다
• 한국 1월 수출: 1월 수출 14개월 연속 내리막…일평균 수출은 반등
• 일본 12월 산업생산: Japan's Q4 factory output falls at fastest pace on record
• 일본 12월 고용동향: Japan's Dec. jobless rate flat at 2.2% amid labor shortage
[News]
• NYT: What if Brexit Works?
• Bloomberg: One Ordinary Day in Global Trade
• 매경(P1): `구글세` 삼성·현대차에도 불똥
• 매경: 韓기업, 高세율 유럽수출 부담늘듯
• 매경(P1): 조현아, KCGI·반도 손잡고 "조원태 한진 회장 물러나라"
• 매경(P1): 현대차, 필수인원 빼고 中주재원 철수
• 매경: LG화학, 테슬라에 전기車배터리 공급
• 매경(P1): 글로벌 자금 `우한 쇼크`…韓·日·대만서 6조 이탈
• 매경: 메르스때처럼…금리인하·추경 나설듯
• 한경(P1): 우한 쇼크 전방위 확산…"생산·수출도 앞이 캄캄"
• 한경(P1): 게오르기에바 IMF 총재 "한국, 내년에나 2.7% 성장 복귀"
• 한경: 제네시스 첫 전기차, SK배터리로 달린다
• 한경: 金보다 비싼 팔라듐…"우한 폐렴도 뚫었다"
• 한경: 아이폰 판매량 늘면 LG이노텍도 웃는다
• 서경(P1): 도미노 셧다운'···국내 완성차공장 스톱 위기
• 서경: 中노선 의존도 가장 높은 아시아나 직격탄
• 서경(P1): [단독]日, 현대중-대우조선 합병도 WTO에 제소 '딴지'
• 서경(P1): 中증시 열흘만에 개장...상하이發 2차충격 덮친다
• 서경(P1): 총선 앞두고...예산 퍼붓는 지방공기업
• 서경: 삼성 "QLED 라인업 준비 끝"
• 서경: LG "대형OLED 판매 2배로"
• 조선(P1): 3차감염 2명, 하루에 5명 확진… 방역 참사
• 조선(P1): 이제야… 후베이성 방문 외국인 입국금지
• 조선(P1): 말바꾼 정부 "무증상 전파 가능성 크다"
• 조선: "北 이미 우한폐렴 발병 가능성"
• 조선: 질본 "우한 폐렴 치사율, 4~5% 추정"
• 조선비즈: 반도체업계, 미세공정 경쟁 치열… 관건은 ‘EUV’ 기술
※ Strategy Analytics: How Does Coronavirus Threaten the Global and China Smartphone Market?
• 인베스트조선: ㈜두산, 전자사업부 장래매출채권 유동화로 1500억 조달
• 동아(P1): 경제도 ‘코로나 쇼크’… “韓 성장률 0.1~0.2%P 낮출것”
• 한국(P1): 수원·용인 집값 들썩… 영통구 전용 84㎡ 12억7000만원에 거래
• 머니투데이: "OLED 기술 정점 도달"…불붙는 차세대 디스플레이 왕좌전
• 헤럴드경제(P1): 우한 폐렴, 소비심리를 삼켰다
• 헤럴드경제(P1): LG디스플레이, 8년만에 적자전환
• 헤럴드경제(P1): SK하이닉스, 영업익 2조7000억 그쳐
• 헤럴드경제: SK하이닉스 “1분기 이후 실적 개선 자신”
• 헤럴드경제: 한은 “nCoV 전개 유동적…2월 경제 전망에 반영”
• 헤럴드경제: 갤럭시S20, 3월 6일 조기 출시설 ‘솔~솔~’
• 헤럴드경제: 규제 타깃 ‘9억넘는 주택’ 상승 못잡았다
• 파이낸셜뉴스(P1): 마스크 생산' 같은 업무 폭주.. 최장 4주 특별연장근로 허용
• 파이낸셜뉴스(P1): [단독]미얀마 겨냥 하나銀 "현지은행 지분 인수"
• 파이낸셜뉴스: 메르스땐 금리 내린 한은… "일단 지켜보자" [이슈 분석]
• 파이낸셜뉴스: 서울시, 재건축 활성화 TF 가동..총선용 선심정책 눈총
• 파이낸셜뉴스: 中 공장 가동중단에 생산차질… LCD패널 공급망 타격
• 파이낸셜뉴스: "삼성전자 7만5000원까지 간다"
• 디지털타임스(P1): 영원한 아군도 적도 없는 재계, 지배구조 재편 ‘서막’
• 이데일리(P1): 코스닥 553곳 감사위원 선임 '발등의 불'
※ 산업통상자원부와 방위사업청이 손잡고 본격 추진하는 미래국방 무인기용 고성능 터보팬 엔진 개발사로 에어로스페이스와 두산모트롤이 선정
• 이투뉴스: 2034년까지 석탄화력 20기 이상 없앤다
• 더벨: BBB급 발행 봇물...투심은 '싸늘'?
• 비즈니스포스트: 두산인프라코어 목표주가 하향, “안정적 실적에도 그룹 재무부담 안아”
• 환경일보: 동상이몽 빠진 '한국형 신재생에너지 산업'
• Renewables Now: UK registers 233 MW new solar going online in 2019
• Renewables Now: EIA expects US electricity generation from renewables to soon surpass nuclear, coal
• EIA: Annual Energy Outlook 2020
• Windpower Monthly: The most promising onshore markets to watch in 2020
• Windpower Monthly: Energy cost analysis 2020: Wind is ready for zero-subsidy future
• Windpower Monthly: Windtech: GE's offshore giant combines proven technology with new solutions
• 건설경제: GS건설 컨소시엄, 위례신사선 잡았다
※ 이 법인에는 두산건설ㆍ대보건설ㆍ대우건설ㆍSK건설ㆍ태영건설 등이 CI(건설투자자)로, KB국민은행과 KDB산업은행이 FI(재무투자자)로 참여
• 전자신문: [세종만사] 신종 코로나에 보고도 서면으로
• 전자신문: 사람 태우는 드론 '호버 바이크' 우리나라도 띄운다
• Hannover Messe News: Unexpected legal issues lurk in 3D printing
• Robotics & Automation News: Universal Robots showcases new cobot-powered solutions at ATX West
• Robotics & Automation News: How robotics can be extremely beneficial to warehouse business
• Robotics & Automation News: ABB and Ericsson showcase 5G networks for industrial robots
• Robotics Business Review: Webinar: Robotics Investments and Business Opportunities – February 20
• Robotics Business Review: 5 key factors for a successful robotic piece-picking deployment
• Cobot Trends: TE Connectivity launches safety torque sensor for cobots
• Inbound Logistics: The Secret Behind the Best Supply Chain Transformations
• Inbound Logistics: 3 Big Barriers to IIoT Integration
• Inbound Logistics: Charging the Electronics Supply Chain
• Inbound Logistics: Supply Chain Predictions 2020
• Inbound Logistics: Can the New Silk Road Compete with the Maritime Silk Road?
• Inbound Logistics: Can the New Silk Road Compete with the Maritime Silk Road?
• Nikkei Asian Review: Japan's syndicated loans to India climb 20%
• Nikkei Asian Review: Japan set to give domestic drone industry a lift
• Nikkei Asian Review: Production halts in China risks disrupting new iPhone launch
• Nikkei Asian Review: Toyota launches car rental business in China
• Nikkei Asian Review: Bargain hunters quietly defy coronavirus sell-off in Japan
• Livemint: Economic Survey 2019-20 highlights
※ Ministry of Finance of India: Economic Survey 2019-2020
• Economic Times: Fiscal deficit hits 132 per cent of Budget Estimate till December - The Economic Times
• Economic Times: Budget 2020 to fuel consumption: India Inc
• Economic Times: ET View: Growth unlikely to revive in a hurry; budget couldn’t have changed this reality
• Economic Times: Economic Survey: How to solve India's jobs crisis, the China way
• Economic Times: Economic Survey argues against debt waivers, food subsidies
• Business Standard: Budget 2020: Fiscal deficit targets based on unrealistic assumptions
• Business Standard: Budget measures unlikely to meet growth targets in FY21: Crisil report
• Hindustan Times: Indian budget will attract more FDI, say US industry leaders
• Folha de S.Paulo: Brazil Records Nine Cases of Suspected Coronavirus; Three are in São Paulo
• Moscow Times: 30 Years of Big Mac Prices Shine Light on Russia’s Economy
• Jakarta Post: Japan Credit Rating Agency raises Indonesian credit rating to BBB+ amid solid growth
• Jakarta Post: World Bank calls for stronger tax collection to bring 115 million Indonesians into middle class
• Jakarta Post: Indonesia: Year in review 2019
• Viet Nam News: VN aims to become global agriculture powerhouse
• Myanmar Times: Businesses worry about virus’ impact on border trade
[Opinions]
• Project Syndicate(James K. Galbraith): Can Sanders Do it?
• Project Syndicate(Stan Dupré): The EU’s Risky Green Taxonomy
• Project Syndicate(Andrés Velasco): In Defense of Cosmopolitanism
• Project Syndicate(Lucrezia Reichlin): What the ECB’s Strategy Review Must Do
• Project Syndicate(Harold James): The United Kingdom’s Paradise Lost
• Project Syndicate(Kaushik Basu): The Approaching Debt Wave
• FT(Rana Foroohar): Coronavirus will hit global growth
• FT(Wolfgang Münchau): How to secure the EU’s post-Brexit future
• FT(Philip Stephens): Always detached, UK has now forced a complete break from Brussels
• FT(Gavyn Davies): Steven Mnuchin is wrong about climate economics
• FT(Michael Mackenzie): Investors should choose carefully which dip to buy
• FT(Lex): Coronavirus: copper bottomed
• FT(Anand Menon): We still don’t know what Brexit means
• FT(Robert Tombs): The ‘damn fools’ got it right on Brexit
• FT(Laurence Fletcher): Hedge funds are still searching for the next big thing
• FT(Richard Waters): Why Microsoft and Tesla are the decade’s big disrupters
• WSJ(Joseph C. Sternberg): Brexit May Make Europe Safe for Democracy
• WSJ(Sheila Bair): The Republican Case for Elizabeth Warren
• WSJ(Rahm Emanuel): Democrats May Be Blowing Their Chance
• WSJ(Tom Cole): Thanks to Congress, America Is Prepared for the Coronavirus
• WSJ(Elliot Kaufman): The Socialist Evolution of Bernie Sanders
• NYT(Paul Krugman): Does It Matter Who the Democrats Choose?
• NYT(Bret Stephens): Bernie’s Angry Bros
• NYT(Timothy Egan): Bernie Sanders Can’t Win
• NYT(Richard Seymour): Brexit Has Arrived. But Boris Johnson’s Reign Is Just Beginning.
• WP(Robert J. Samuelson): The (perplexing) state of the economy Add to list
• WP(Henry Olsen): Brexit is finally happening. Now the hard part begins.
• WP(Dana Milbank): The impeachment trial hurtles toward its worst-case conclusion
• WP(James Comey): Trump won’t be removed. But we’ll be fine.
• WP(Ryan Bourne): With Brexit, Britain is finally at the wheel of its own destiny
• WP(Megan McArdle): Four things Democrats need to understand about beating Trump
• WP(Matt Bai): It might be time to take Bloomberg seriously
• Bloomberg(Daniel Moss): Thanks to China, It's Year of the Black Swan
• Bloomberg(Conor Sen): Fed Rate Cuts Do No Favors for Spring Homebuyers
• Bloomberg(Mihir Sharma): India Can’t Spend Its Way Out of a Slowdown
• Bloomberg(Shuli Ren): A Trader Without Information Is a Dangerous Thing
• Bloomberg(Brooke Sutherland): Markets Are Ignoring Manufacturers' Glum Message
• Bloomberg(Brooke Sutherland): Nothing Like a Virus to Ruin Your Friday
• Bloomberg(John Authers): It Takes an Epidemic to Show Markets Are Efficient
• Bloomberg(Julian Lee): OPEC Only Faces One Choice in China Virus Crisis
• Bloomberg(Therese Raphael): Boris Johnson’s Plan to Kill ‘Brexit’
• Bloomberg(Ferdinando Giugliano): Lagarde’s Cautious Optimism Was Too Optimistic
• Bloomberg(Stephen L. Carter): Sold-Out Coronavirus N95 Face Masks Offer a Lesson in Price Gouging
• Bloomberg(Clara Ferreira Marques): Thailand's Economy Was Already Sickening
• Bloomberg(Mark Gilbert): The Robots Are Coming for Fund Management Jobs
• CNBC(Jake Novak): Op-Ed: Here's why the Iowa caucuses are more crucial than ever
• CNBC(Frederick Kempe): Coronavirus just starting to have an impact on global economy, geopolitics
• CNN(Paul Callan): Democrats' impeachment fantasy crashes
• MarketWatch(Nigam Arora): How the coronavirus scare has driven dangerous arrogance and greed in the stock market - MarketWatch
• 경향(김영희): 월성원전 ‘맥스터’ 불법 증설 취소해야
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