[Markets]
※ Number of coronavirus cases in China rises
※ Fear of virus curbing global growth offsets U.S. labor data
※ World stock markets post best week since June
※ Oil weakens, government debt yields fall
[Indicators]
• Global 2019 Hydrogen fuel cell cars: Hydrogen Fuel Cell Car Sales In 2019 Improved To 7,500 Globally
• US Jan. Construction employment: Construction Employment Continues to Rise in the New Year
• US Jan. Nonfarm payrolls: U.S. Economy Added 225,000 Jobs in January
• US Q1 GDP Nowcast: Feb 07, 2020: New York Fed Staff Nowcast
• US Q1 GDP Nowcast: Latest estimate: 2.7 percent — February 7, 2020
• 한국 4분기 제조업 국내공급동향: 내수 위축…제조업제품 국내공급 첫 2년 연속 감소
• 한국 2월 주택사업경기실사지수: “신종 코로나 바이러스… 주택공급 단기 영향 크지 않다”
• 한국 주간 KB 주택시장동향:서울 아파트 살 사람 계속 줄어든다
• Japan Dec. Real wage: Rise in part-time workers cuts Japan's real monthly wages in 2019
• Japan Dec. Household spending: Japan household spending falls 4.8% in Dec. as tax hike weighs
• India Jan. Consumer sentiment index: Indian consumers’ mood is worsening, slack building, says RBI survey
• Brazil Jan. CPI: Latin America Price Surprise Fails to Move the Dial on Rate Bets
• Indonesia Jan. Foreign exchange reserves: Indonesia's foreign exchange reserves close to all-time high in January
• Russia Benchmark rate: Russia lowers key rate to 6%, says more cuts still possible in 2020
• Coronavirus: SCMP Live Updates
[News]
※ Fed: Monetary Policy Report
• NYT: Trump Fires Impeachment Witnesses Gordon Sondland and Alexander Vindman in Post-Acquittal Purge
• NYT: On Trump’s To-Do List: Take Back The Suburbs. Court Black Voters. Expand the Electoral Map. Win.
• Bloomberg: Europe Braces for Trump’s Tariff Carousel
• National Geographic: How coronavirus compares to flu, Ebola, and other major outbreak
• Global Times: Fiscal, monetary tools to help firms
• 매경(P1): 롯데百 본점 임시휴업…코로나, 내수에 직격탄
• 매경: 코로나에 재판연기…고민 깊어진 삼성
• 매경(P1): [단독] 삼성, 올해 폴더블폰 2종 출시…조개모양 `Z플립` 11일 공개
• 매경: 한국기업, 공포 속 10일 中공장 재개
• 매경: `코로나` 반사이익…韓조선 빅3 순풍 분다
• 한경(P1): 조원태 회장, 한진칼 이사회 의장 물러날 듯
• 한경(P1): 신차 부재→판매 부진→자금난 '악순환의 덫'…생사기로 선 쌍용차
• 한경(P1): 국민연금 "삼성전자 등 56社에 적극적 주주권 행사"
• 한경(P1): "주 52시간 없는 공장 갈래요"…짐싸는 외국인 근로자들
• 한경(P1): 삼성 '우한 고통' 협력사에 2.6조원 푼다
※ 학익동에 들어선 ‘학익두산위브’는 준공후 미분양이 곧 10년을 채운다."
• 서경(P1): 공실률 최악에 제로 수익률까지···'상가의 절규'
• 서경(P1): "코로나 공포에 '성장률 쇼크' 경고···親시장·법인세 인하 시급"
• 서경(P1): 韓성장률 2.5%서 1.5%로↓···글로벌 경제 손실 427조 예상
• 서경: 수출 흔들...올 1분기도 '역성장' 우려
• 조선(P1): 中, 76개 도시 4억명 이동제한… 항공편 그냥 열어둔 한국
• 조선: 자동차 이어 스마트폰 산업도 우한 폐렴 충격
• 조선(P1): 중국 광둥성 다녀온 부부도 확진… 정부 "입국금지 확대할 단계는 아냐"
• 조선: 경제 실핏줄까지 모두 막혔다
• 조선: 마용성 눌렀더니, 수용성 튀어오른다
• 조선: 갤럭시 S20 살까, LG G9 살까
• 중앙(P1): 짧아진 감염병 사이클…변종 대유행 올 수 있다
• 중앙: 정의선, 미국 주지사들에 ‘수소 경영’ 설명
• 동아: “제조업, 이참에 중국산 부품 의존 줄여야”
• 동아(P1): ‘코로나 블랙홀’ 자영업자들 비명
• 문화(P1): 지역·직장 감염 ‘패닉’… 우한 교민 1명 확진
• 문화(P1): ‘ESS 화재원인’ 국회의원 보좌관 3명 참여 ‘졸속 검증’
• 한국(P1): “국내에 중증 환자 없고 치료 받으면 문제 없다”
• 국민(P1): [단독] 김현종 극비 방미… 北 개별관광 논의
• 머니투데이(P1): [르포]절반도 못채운 컨테이너선…신종코로나 직격탄 맞은 인천항
• 머니투데이: "이달 말이 한계" 신종코로나 파장에 수출입 中企 '초비상'
• 머니투데이: 고장난 물가 방정식…경기보다 정부정책 영향↑
※ 한국은행: 해외경제 포커스(제2020-5호)
• 머니투데이: 철광석값도 끌어내린 신종코로나
• 머니투데이: 참가비 200억 날려도… MWC 참가 포기하는 기업들
• 헤럴드경제(P1): 소니 위에 삼성…日스마트폰 시장 첫 추월
• 파이낸셜뉴스(P1): 방역없이 들어오는 택배.. 직구로 튄 '코로나 공포'
• 파이낸셜뉴스(P1): 홍 부총리 "車부품 24시간 긴급통관… 中企엔 2조 지원"
※ 박용만 회장 "수출·내수업체 피해 국회 초당적 경제 활력 입법 촉구"
• 파이낸셜뉴스: "갤럭시 S20, 올 4000만대 이상 팔릴 것"
• 파이낸셜뉴스(P1): 아산·진천 찾은 文 "소비활동 평소대로 해달라"
• 파이낸셜뉴스(P1): 고용성적 좋아졌다는 정부..공공기관에 채용 떠넘겼다
• 파이낸셜뉴스: 혼란만 키운 정부 ESS 발표… 기업 분쟁 불가피
• 아시아경제(P1): [단독]中산둥성 소재 韓부품사 28곳 조기 가동 승인…공장 다시 돈다
• 디지털타임스: 우한폐렴 악재에… 허리띠 졸라맨 조선·철강
• 이투데이: 두산건설, 임시 주총서 두산중공업 편입 결의
• 글로벌이코노믹: [글로벌-Biz 24]현대건설기계·두산인프라코어, 유럽 배출가스 규제 정면돌파
• CEO스코어데일리: 두산그룹, 지난해 주총 국민연금 반대안건 '제로'
• The Guru: [단독] 산업은행, 선급금 126억 반환 청구소송 피소
• Power Engineering: Myanmar orders fast-track gas engine plants to beat blackouts
• Renewables Now: GE's Haliade-X generates record-breaking 288 MWh in 24 hours
• Renewables Now: Vietnam working on corporate PPA platform with 1-GW target
• Windpower Monthly: SGRE overtakes Suzlon in India
• FuelCellsWorks: Hydrogen Fuel Cell Forklifts: An Alternative Energy Solution
• Rental Equipment Register: Doosan Infracore North America Shows DL200-5 Wheel Loader at World of Concrete
• MIT Technology Review: Why Democrats shouldn’t reject the GOP’s climate “innovation agenda”
• 전자신문(P1): 신종 코로나, 산업 전반 피해 불가피..."불확실성 상당 지속"
• 전자신문: [대한민국 희망 프로젝트]<646>퀀텀닷646>
• ZDNet Korea: 韓 배터리, ESS 화재 '수렁' 어떻게 '탈출'할까
• Hannover Messe News: Old VW batteries charge Hamburg’s electric buses
• Robotics Tomorrow: Packaging Robots To Take Over Redundant Tasks of Workers: Launch Of Novel Technologies Paves The Way
• Robot Report: Center for Robotics and Biosystems at Northwestern works on human-robot collaboration
• Nikkei Asian Review: China blocks restart of Foxconn plants due to coronavirus: sources
• Nikkei Asian Review: Doubts remain over Aramco's full recovery from drone attack
• Nikkei Asian Review: Only 43% of Japanese companies to resume in China on Monday
• Nikkei Asian Review: Coronavirus exposes downside of global dependence on China
• Nikkei Asian Review: With profits rolling in, corporate Japan trims its workforce
• Nikkei Asian Review: Abenomics falters as consumers' fears over social security grow
• Economic Times: Car companies expect single-digit growth in FY21
• Economic Times: Xiaomi pips Samsung to become India's first choice in handsets
• Economic Times: Samsung plans big comeback with premium smartphones in India
• Livemint: The budget’s stab at trickle-down economics
• Business Standard: RBI may cut rates by 40 bps in FY21 as Budget did little for growth: Fitch
• Folha de S.Paulo: Government Wants Foreign Companies to Build Public Infrastructure Works
• Jakarta Post: Jokowi's economic growth target unrealistic: Indef
• Jakarta Post: Indonesia gets richer but inequality remains wide
• Jakarta Post: Bank Indonesia records Rp 11t outflow amid coronavirus fears
• Myanmar Times: China-Myanmar trade slows to a trickle
[Opinions]
• Project Syndicate(Kevin Rudd): Has the “Great Decoupling” Gone Viral?
• Project Syndicate(Julie Sunderland): Pandemic Panics
• Project Syndicate(Kevin Rudd): The Coronavirus and Xi Jinping’s Worldview
• FT(Rana Foroohar): America’s go-it-alone economy
• FT(Wolfgang Münchau): Britain and EU are negotiating at cross purposes
• FT(Gavyn Davies): The Fed’s new inflation regime
• FT(Michael Mackenzie): What the Tesla spurt says about the new corporate hierarchy
• FT(Editorial Board): Virus crisis challenges China’s social contract
• FT(Camilla Cavendish): Britain has a chance to take lead on climate change
• FT(Billy Nauman): How passive investment dulls the green wave
• FT(Julian Allwood): The only way to hit net zero by 2050 is to stop flying
• FT(Jonathan Ford): Hydrogen not the magical answer to zero-carbon prayers
• WSJ(Holman W. Jenkins, Jr.): Winning a 5G Battle but Not the War
• WSJ(Kimberley A. Strassel): The State of the Democrats
• WSJ(Barton Swaim): The Bernie Sanders Experience
• WSJ(Sadanand Dhume): Trump Isn’t the American Modi
• WSJ(Nicholas Saidel): The Middle East Conflict You Haven’t Heard About
• NYT(Michael R. Bloomberg): Fixing Inequality Is My Priority
• NYT(Paul Krugman): The Triumph of Fiscal Hypocrisy
• NYT(David Leonhardt): Chairman Mao and Coronavirus
• NYT(David Brooks): How Trump Wins Again
• NYT(Michelle Goldberg): The Harrowing Chaos of the Democratic Primary
• NYT(Frank Bruni): The Donald Trump Theory of Bernie Sanders
• NYT(Mark Schmitt): A Democratic President Cannot Undo All of Trump’s Damage in 100 Days
• WP(Nancy Pelosi ): McConnell and the GOP Senate are accomplices to Trump's wrongdoing
• WP(Robert J. Samuelson): Is economic growth limited to 2 percent?
• WP(Henry Olsen): This was a good week for Trump. The jobs report made it better.
• WP(Jennifer Rubin): New Hampshire may answer these five key questions
• WP(Jennifer Rubin): What the New Hampshire debate tells us and what it doesn’t
• WP(Eugene Robinson): Mike Bloomberg won the Iowa caucuses
• WP(Helaine Olen): How the Democrats should talk about the economy
• WP(Colbert I. King): Is Sanders an election-year disaster waiting to happen?
• WP(Editorial Board): No, Pete Buttigieg and Joe Biden are not ‘centrists’
• WP(Editorial Board): Trump’s trade policy is injurious and insults the truth
• Bloomberg(Mohamed A. El-Erian): Don’t Expect China to Rebound Quickly From Coronavirus
• Bloomberg(Daniel Moss): If the Coronavirus Is Such a Big Economic Threat, Act on It
• Bloomberg(David Fickling): A Five-Decade Rivalry Is Playing Out at OPEC+
• Bloomberg(Justin Fox): Jobs Report Revisions Hit Frackers and Retail Workers Hardest
• Bloomberg(Shuli Ren): How Can the Coronavirus Possibly Be Good for Stocks?
• Bloomberg(Liam Denning): Coronavirus Hits Oil's Weakest Credits Hardest
• Bloomberg(John Authers): Hyperinflation or Stagnation, Which Is Worse? Ask Latin America.
• Bloomberg(Julian Lee): Paralysis Shows OPEC Is Too Unwieldy
• Bloomberg(Jonathan Bernstein): Gang Up on Pete Buttigieg? Maybe Not
• Bloomberg(Jonathan Bernstein): The Big Losers of the New Hampshire Debate
• Bloomberg(Ramesh Ponnuru):Republicans and Democrats Are Living in Different Economies
• Bloomberg(Francis Wilkinson): Joe Biden on the Ropes
• Bloomberg(Tim Culpan): If the Tech Supply Chain Must Face a Pandemic, Now’s the Time
• Bloomberg(Clara Ferreira Marques): Hong Kong Is Showing Symptoms of a Failed State
• CNBC(Frederick Kempe): Coronavirus, downed Iranian jet could lead to historic foreign policy wins for Trump
• CNN(Jeff Yang): Sanders and Buttigieg want the same magic wand
• MarketWatch(Mark Hulbert): Excessive optimism in the stock market suggests there are more declines ahead
• MarketWatch(Rex Nutting): Hiring in blue-collar industries has slowed to a trickle in the U.S.
• MarketWatch(Carolyn Betts): This new statistic is a better measure of the tech economy’s health
• MarketWatch(Tanner Brown): Pandemics cause short-term economic and political pain, and then their effects largely disappear
• 매경(사설): 위기의 ESS 산업 살려야 한다
• 서경(이익환): 월성 1호기 폐기, 국부 死藏이다
• 서경(이우일): 전기자동차 도입의 문제점
• 파이낸셜뉴스(사설): ESS 화재 원인, 제3의 해외기관에 맡기면 어떤가
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