[Markets]
※ Markets spooked as virus spreads outside China
※ Dollar slips as U.S. data disappoints
※ Yen rebounds on safe-haven demand
※ Gold scales fresh 7-year peak
[Indicators]
• US Jan. Existing-home sales: Home Sales Sluggish as Lack of Inventory Frustrates Buyers
• US Feb. PMI: Coronavirus Hits U.S. Business Activity
• US Q1 GDP Nowcast: Feb 21, 2020: New York Fed Staff Nowcast
• Eurozone Feb. PMI: Eurozone shrugs off epidemic concerns
• China Feb. Car sales: China’s car collapse sign of coronavirus impact to come
• 한국 2월 1~20일 수출: 2월 1~20일 일평균 수출 9.3%↓…중국 수출 3.7% ↓
• 한국 주간 KB 주택시장동향:강남·서초 소강상태…용인·수원·인천 급등
• Japan Jan. Department store sales: Coronavirus hits sales at Japan department stores in January
• Japan Jan. CPI: Japan's Jan. inflation up 0.8% due to higher oil prices
• India Feb. Power demand: Power demand up 7.5 per cent in February
• UAE 2019 Non-oil GDP: U.A.E. Non-Oil Growth Slumped Last Year, Early Figures Show
• Coronavirus: SCMP Live Updates
[News]
※ IMF: G-20 Surveillance Note
• Bloomberg: Super-Size Solar Farms Are Taking Over the World
• MarketWatch: Why the coronavirus outbreak is delivering a fresh dose of recession fear to the stock market
• Fox Business: White House to ask Congress for more money to fight coronavirus
• Global Times: Why the US can’t win new cold war it started
• 매경(P1): [단독] 동대문시장, 임대료 인하키로
※ 임대료 인하 요청에 쇼핑몰 '두타'가 가장 먼저 응했다.
• 매경(P1): 주총 비상…삼성전자, 창사 첫 회사밖 개최
• 매경: 명예퇴직 추진 두산重, 루마니아공장도 정리
• 매경: 코로나 직격탄 대구 분양시장 `울상`
• 매경(P1): 대형마트·슈퍼 200개 줄이면 일자리 5만여개 사라질 판
• 매경: 코로나 쇼크에…한은, 금리 인하 앞당기나
• 매경: 가치높여 판다더니…멀어지는 대우건설 매각
• 매경: `풍력` 호황…씨에스윈드 영업익 `쑥`
• 매경: "韓스마트시티 기업들 왜 국내서만 사업하나"
• 한경(P1): 이제서야…원격의료 한시 허용한다는 정부
• 한경(P1): 어김없이…'무료화 空約' 쏟아진다
• 한경(P1): 중국산 농산물 수입 67% '뚝'…치솟는 채소값에 동네식당 '날벼락'
• 한경(P1): 자동차 이어 전자까지…영남벨트 '셧다운 공포'
• 한경: 코로나가 끌어올린 LCD 가격
• 서경: 한일수출정책대화 3월 10일 서울서 재개
• 서경: 한전, 中업체에도 입찰 허용한다
• 서경: "최저임금에 울고픈데 '코로나' 뺨 맞은격"
• 서경(P1): 정부 'C쇼크' 경기부양책···임대료 내리면 20% 세액공제
• 서경(P1): 코로나 '심각' 단계 격상···슈퍼 추경한다
• 서경: 풍선효과 타고...전세불안 수도권 덮친다
• 조선(P1): 두번째 사망자, 하루 확진 105명… 부산도 뚫렸다
• 조선(P1): 주말새 확진 3배로 폭증… 文대통령, 이제야 "심각"
• 조선(P1): 코리아 포비아, 14개국이 한국인 입국제한
• 조선: [팩트 체크] 콧물이 나면 코로나 아니다?
• 조선비즈: 풍선효과는 투기 탓? 수원·안양 거래 80%가 실수요자
• 조선비즈: "행사만 하면 총수 호출… 이전 정부보다 더하네"
• 조선비즈: 카메라 숨기고, 구부러지고… 스마트폰 디스플레이의 진화
※ 두산중공업은 지난 20일 오후 창원공장 사내 부속 병원에 근무하는 직원이 발열 증상을 보여 이후 병원을 폐쇄했다고 이날 밝혔다.
• 동아(P1): 의료공백 비상벨… 대구 등 5곳 음압병상 이미 포화
• 경향: '그린 뉴딜’ 열풍···왜 한국만 잠잠할까
• 머니투데이(P1): '車'서 '폰'으로 번진 코로나 셧다운…'수출 20%' 반도체는
• 머니투데이(P1): '화웨이' 배재된 美 5G 장비시장…석권 노린 삼성
• 머니투데이: 강남 집값 좀 떨어지니…'큰손' 외지인이 더 샀다
• 머니투데이: 첨단공장도 열감지 카메라가 유일한 방역…빈 틈은 못본다
• 머니투데이: 분양 열기 꺾일까…'수·안·의' 1.6만가구 "걱정 없다"
• 헤럴드경제: 2·20규제 이후…집값도 대출도 양극화
• 헤럴드경제: “갤럭시S20 판매, 2대중 1대 160만원짜리 울트라”
• 파이낸셜뉴스: 코로나 피해 中企·자영업자에 3228억 금융 지원
• 파이낸셜뉴스: 전자업계, 中공장 재가동… 정상화 박차
• 파이낸셜뉴스: 갤Z플립 한정판 구매전쟁… 150분 만에 완판
• 파이낸셜뉴스: 주가 부진 상장사들, 자사주 소각 잇따라
• 파이낸셜뉴스: '3월 맞대결' 삼성, 2년만에 QLED 출시행사… LG도 예정
• 파이낸셜뉴스: 만기 앞둔 메자닌 2조4000억.. 투심 위축에 기업들 '차환 공포'
※ 현대삼호중공업, 두산인프라코어가 이달 발행한 사모채에도 이러한 강제상환옵션이 붙었다.
• 파이낸셜뉴스: [팩트체크] 두산중공업 경영난, 文정부 탈원전 정책 때문일까
• 아시아경제: [2·20부동산대책]또… 누더기 부동산 대책에 난수표 대출 규제
• 아시아경제: 高價집값 잡으려다 서민층만 다 잡을판
• 디지털타임스(P1): 기초체력 바닥난 한국 경제, 1분기 성장률 전망 `마이너스`
• 이데일리: 3월 주택공급대책 나온다…공공주택에 초점 맞출 듯
※ 한국은행: 해외경제 포커스(제2020-7호)
• 이투데이: ‘인도 1위 탈환하라’…삼성전자 갤럭시 A·M 출격
• 이투데이: [2020 위기극복 DNA] 두산, 신사업으로 미래 대비
• 비즈니스포스트: 두산인프라코어 목표주가 하향, “코로나19 탓에 중국에서 판매부진”
• 아주경제: [월성1호기 폐기]② 감사결과에 쏠린 눈…커지는 의구심
• 아이뉴스24: '전기차 뜨자 배터리 소재 난다'…포스코·SK·두산, 시장 선점 나서
• Windpower Monthly: Insurance little help for coronavirus-hit wind sector
• 에너지데일리: “중국, 비화석에너지 발전 꾸준히 늘어나고 있다”
• 전기신문: 두산중 중앙에 두고 '진보와 보수'가 흔들었다
• 건설경제: <뉴스FOCUS>원전 생태계 ‘도미노식 붕괴’ 본격화
• 건설경제: 건설수주 3년만에 증가했지만 지역 양극화는 '여전'
• 건설경제: 한ㆍ미 제3국 인프라시장 공동진출 ‘주목’
• OilPrice.com: Shell Not Competing With BP Over Net Zero Emissions Goals
• MINING.com: How cobalt can help produce hydrogen for clean fuel
• MIT Technology Review: The robot does the hard work. Can you still attain enlightenment?
• 전자신문: [세종만사]'코로나19' 대책 결국 산하기관 몫
• 전자신문: [에너지 대전환 시대]석탄발전 줄였더니 미세먼지가 숨죽였다
• 디지털데일리: 삼성-스미토모, ‘투명PI’ 동맹 계속…코오롱인더는 中 공략
• Phone Arena: Galaxy S21 or Galaxy S30, what will Samsung call it in 2021?
• Inside EVs: Here's Why The Model Y Will Be Cash Cow For Tesla
• Hannover Messe News: A gentle way to crack new markets!
• Robotics & Automation News: China buys Danish robots to fight coronavirus
• Robotics & Automation News: Mercedes expands development of autonomous commercial vehicle systems
• Robot Report: Why and how to run machine learning algorithms on edge devices
• Modern Materials Handling: Plug Power partners with Lightning Systems to build zero-emission “middle-mile” delivery solution
• Nikkei Asian Review: US pushes Japan Inc. to pay taxes on IP profit from America
• Nikkei Asian Review: Virus fright slashes visitors to Japan’s shopping hubs
• Nikkei Asian Review: Tesla's cheap home batteries set to upend utility business
• Nikkei Asian Review: Honda to halt car production in the Philippines
• Nikkei Asian Review: From trains to baths, Japan's companies slash earnings outlook
• Japan Times: Japan's condo supply shrank to 43-year low in 2019 as high prices hit demand, says economic institute
• Economic Times: India US trade deal: India hitting US "very hard" on trade; will talk business with PM Modi: Donald Trump
• Economic Times: View: On Donald Trump's visit to India, all show and no business?
• Hindustan Times: US surpasses China to become India’s top trading partner
• Folha de S.Paulo: Bolsonaro Puts Pressure on Guedes for Economy to Grow 2%
• Folha de S.Paulo: Oil Workers Suspend Petrobras Strike
• Moscow Times: Russia’s Real Estate Sector Set For Expansion - The Moscow Times
• Jakarta Post: 'Not worried': Airlangga Hartarto downplays US' revocation of Indonesia's developing nation status
• Jakarta Post: Vale Indonesia increases revenue despite falling production
• Jakarta Post: Guide to omnibus bill on job creation: 1,028 pages in 10 minutes
• Jakarta Post: Climate change already affecting food production, expert warns
[Opinions]
• Project Syndicate(Javier Solana): Relieving Libya’s Agony
• Project Syndicate(Yanis Varoufakis): Brexit’s Stealthy Rationality
• Project Syndicate(Carl Bildt): Has Australia’s Luck Run Out?
• Project Syndicate(Bernard Haykel): What’s at Stake in Libya?
• FT(Peter Navarro): US: don’t give China control of intellectual property group
• FT(Rana Foroohar): Coronavirus is speeding up decoupling
• FT(Wolfgang Münchau): Europe is still in thrall to the analogue mindset
• FT(Megan Greene): Coronavirus may be worse than Wall St is wagering
• FT(Edward Luce): Bloomberg is enabling Sanders to keep winning
• FT(Gavyn Davies): Rishi Sunak’s fiscal expansion is long overdue
• FT(Editorial Board): Tech finds its climate conscience
• FT(Editorial Board): The virus crisis and the decoupling of global trade
• FT(Jonathan Wheatley): It is too much to hope for a big bounce in EM
• FT(Sue-Lin Wong): Coronavirus provides an opportunity for Chinese tech
• FT(John Dizard): US housing finance is stuck in a complex knot of contradictions
• FT(Tim Harford): Economists should learn lessons from meteorologists
• FT(Robin Wigglesworth): ‘Crazy’ stocks keep driving higher despite fears
• FT(Richard Waters): EU faces tough battle over Big Tech’s hold on data
• WSJ(Holman W. Jenkins, Jr.): How Not to Panic Over the Wuhan Virus (or Russia)
• WSJ(Terry Sullivan): Sanders Isn’t Trump’s Challenger So Much as His Sequel
• WSJ(Jairaj Devadiga): Modi Bashes Nehru, but Rejects Only His Good Ideas
• WSJ(Peggy Noonan): The Best Democratic Debate in Years
• WSJ(Rahm Emanuel): Bernie Sanders, Insider
• WSJ(Sadanand Dhume): Tensions With China Help Ease Trump’s Visit to India
• WSJ(Tunku Varadarajan): A Hollywood Legend Talks Politics
• WSJ(Andy Kessler): Don’t Buy Into Big-Tech Hysteria
• WSJ(Mary Anastasia O’Grady): Mexico Slides Toward One-Man Rule
• WSJ(Michael Saltsman): Bloomberg Joins the Unions
• NYT(Paul Krugman): Warren, Bloomberg and What Really Matters
• NYT(Paul Krugman): Bernie Sanders Isn’t the Left’s Trump
• NYT(Bret Stephens): The Democrats Are in Trouble
• NYT(David Brooks): Why Sanders Will Probably Win the Nomination
• NYT(Frank Bruni): Why Democrats Are Bound for Disaster
• NYT(Pankaj Mishra): Donald Trump Is Going to India to Find Himself
• NYT(Ross Douthat): Bernie Sanders Romps in Nevada. Is He Unstoppable?
• WP(Robert J. Samuelson): Trump is hooked on deficits
• WP(David Ignatius): The rest of the world is preparing for four more years of Trump
• WP(Jennifer Rubin): What Mike Bloomberg has and has not done
• WP(E.J. Dionne Jr.):Why Trump is gloating about Nevada
• WP(Helaine Olen): Maybe it will take a woman to beat Trump
• WP(Hugh Hewitt): Michael Bloomberg’s debate debacle is one issue in his flawed strategy
• WP(Stephen Stromberg): Mike Bloomberg resembles another recent presidential candidate: Mitt Romney
• WP(Ruth Marcus): How Bloomberg has unleashed my inner Sanders
• WP(Editorial Board): What Bernie Sanders, Michael Bloomberg and Donald Trump have in common
• WP(Ruth Marcus): There is no sugarcoating the Nevada results. It was a Sanders blowout.
• Bloomberg(Noah Smith): The Key to Bitcoin’s Future: Inflation
• Bloomberg(Tim Duy): Markets Expect a Rate Cut the Fed May Not Deliver
• Bloomberg(Mihir Sharma): Trump’s India Trip: Full Stadium and Mostly Empty Promises
• Bloomberg(Brian Chappatta): Climate Change Is Coming to Your Hometown Bonds
• Bloomberg(Julian Lee): OPEC Emperor Saudi Arabia Has Fallen For Russia’s Tricks
• Bloomberg(Brooke Sutherland): Maybe Global Supply Chains Were a Bad Idea
• Bloomberg(Karl W. Smith): The Trump Effect on the Economy Is Undeniable
• Bloomberg(Jonathan Bernstein): Watch for Who Finishes Second in Nevada
• Bloomberg(Eli Lake): Trump’s Latest ‘Russia Scandal’ Is Less Than It Appears
• Bloomberg(James Stavridis): The U.S. Can’t Afford to Lose the Philippines
• Bloomberg(Francis Wilkinson): Democrats Need to Attack Sanders Head On
• Bloomberg(Bobby Ghosh): Trump Should Call Erdogan’s Bluff on Patriot Missiles
• Bloomberg(Adam Minter): Japan Can’t Run Out the Clock on Coronavirus
• Bloomberg(Stephen L. Carter): Why Black Voters Keep Picking Democrats
• Bloomberg(Ferdinando Giugliano): The ECB Is in For a Coronavirus Shocker
• CNBC(Jake Novak): Bernie Sanders is the front-runner because of how we raised our kids
• CNBC(Frederick Kempe): Investors need to face the warning signs in the global economy
• CNN(Emily Schultheis): Germany's far right shows its true strength: feeding political chaos
• CNN(Dean Obeidallah): Bernie Sanders absolutely could win it all this November
• CNN(Arick Wierson): The most important thing Bloomberg needs to do now
• MarketWatch(Mark Hulbert): What a falling dollar could do to the stock market
• MarketWatch(Therese Poletti): The 5G rollout is already behind, and coronavirus could slow it even more
• Reuters(Clyde Russell): BP slammed for lofty climate change ambition, Rio ignored for small step
• 한경(정용훈): 脫원전 폐기, 원전 수출의 필수 조건
• 서경(김경수): "'원전 무조건 위험' 오해 탓 기피···영구처분장 더이상 미뤄선 안돼"
• 조선(손진석): [특파원 리포트] 폴란드는 밥통을 깨진 않는다
• 문화(사설): 국제 우려 본격화하는 한국 原電, 문 대통령 책임져야
• 로봇신문(장길수): 물류 로봇, '실기(失機)'는 없다
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