Business Intelligence Monitor 200226

(Introduction)

[Markets]

•   Global: Stocks, oil fall further on accelerating coronavirus concerns

※   U.S. 10-year Treasury note yield hits record low

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 나흘 만에 상승 마감…2,100선 회복

•   한국: 얼어붙은 투자심리… 코스피 '공포지수' 7개월 만에 최고치

•   Metals: Copper drifts as investors worry about virus hitting demand

•   Grains: Soybeans bounce, corn stabilizes after Monday's coronavirus crash

[Indicators]

•   Global Dec. Trade volumes: Global goods trade rose as US-China tensions eased

•   US Dec. Case-Shiller National Home Price Index: Pace of U.S. Home Price Growth Picked up in December

•   한국 4분기 가계신용: 가계빚 첫 1600조원…작년 4분기만 27조↑

•   한국 3월 한국경제연구원 BSI 전망치: 대기업 10곳 중 8곳 "2월 실적 악화"..코로나19 여파 기업심리 급격 위축 [코로나19 확산]

•   Mexico Q4 GDP: Mexico’s economy shrank in fourth quarter of 2019

•   Philadelphia Semiconductor Index: Coronavirus fears pull U.S. chip index into a correction

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: New Cases Drop in China as Virus Spreads Globally

•   WSJ: Fed’s Wait-and-See Posture Tested by Virus

•   WSJ: Fed’s Richard Clarida Says It Is Too Early to Tell if Coronavirus Will Alter Outlook

•   WSJ: Fear of Coronavirus, Rather Than Virus Itself, Hits Economies

•   WSJ: China Lifts Import Restrictions on U.S. Farm Goods

•   WSJ: Newsletter: Markets Wake Up to Coronavirus

•   WSJ: Investors Grapple With Coronavirus Impact on Largest U.S. Firms

•   WSJ: Internet Shutdowns Become a Favorite Tool of Governments: ‘It’s Like We Suddenly Went Blind’

•   NYT: Bernie Sanders Says He'll Attract a Wave of New Voters. It Hasn't Happened.

•   NYT: C.D.C. Officials Warn of Coronavirus Outbreaks in the U.S.

•   NYT: Tonight’s Democratic Debate: Everyone vs. Bernie Sanders

•   NYT: Tesla Autopilot System Found Probably at Fault in 2018 Crash

•   NYT: Post-Brexit, Britain Is Going Its Own Way. That Way Looks Expensive.

•   WP: The Energy 202: Climate activists say JPMorgan Chase's fossil fuel loan restrictions don't go far enough

•   FT: Cheniere faces buyer reluctance over long-term LNG contracts

•   FT: Amazon ramps up cashier-less experiment with grocery store

•   FT: China fall in virus cases undermined by questionable data

•   FT: Iran’s deputy health minister catches coronavirus

•   FT: Italy warns EU on budget targets as coronavirus cases rise

•   FT: Poland’s judicial battle spreads confusion in EU

•   FT: Barnier irritated by UK stance ahead of trade talks

•   FT: UK-EU trade talks: the problems — and potential solutions

•   FT: Malaysian political parties jostle to form new government

•   FT: Coronavirus outbreak boosts ‘hibernation’ stocks in Japan

•   FT: China charters flights to get people back to work

•   FT: Brexit’s dynamic deadlock

•   FT: US energy sector has ‘Pearl Harbor’ moment

•   FT: Libya: how regional rivalries fuel the civil war

•   Bloomberg: Virus Panic Devastates Chinatowns From New York to Sydney

•   Bloomberg: Economists War-Game Pandemic Threat to Global Growth

•   Bloomberg: World Bank Head Says Virus Expected to Weigh on First-Half Global Growth

•   Bloomberg: Virus Threat Lifts Fed-Cut Odds With Weaker Price Outlook

•   Bloomberg: Growth Downgrades in Southeast Asia Fuel Calls for More Stimulus

•   Bloomberg: Cash, Tax Cuts on the Table in Hong Kong’s Recession Budget

•   Bloomberg: EU Rules to Hurt U.K. Trade More Than Just Tariffs After Brexit

•   Bloomberg: History Repeats as Sales Tax Hike Pushes Japan Toward Recession

•   Bloomberg: Hong Kong Exports Plunged Even Before Virus Showed Full Impact

•   Bloomberg: China Is Lured Back to U.S. Farm Buying Thanks to Cheap Sorghum

•   Bloomberg: Lighthizer Heading to London to Restart U.S.-U.K. Talks on Trade

•   Bloomberg: Hungary Readies March Monetary Policy Review After Price Jump

•   Bloomberg: Key Republicans Still Undecided on Shelton’s Fed Nomination

•   Bloomberg: German Firms Cut Investment for Third Quarter

•   Bloomberg: No OPEC Decision Yet on Oil Cuts, Saudi Energy Minister Says

•   Bloomberg: Trump Says U.S. ‘Pretty Close’ to Deal to End Afghanistan War

•   Reuters: IEA says virus-hit oil growth outlook lowest in a decade, could go lower

•   Reuters: Indonesia expects delay to $11 bln nickel projects due to coronavirus outbreak -minister

•   Reuters: EU27 approve negotiating mandate for more talks with Brexit Britain: diplomatic sources

•   Reuters: New coronavirus cases in Germany, one man in critical condition

•   Reuters: Trump warns of more U.S. sanctions on Venezuelan oil sector

•   CNN: This drug may help treat coronavirus symptoms, says WHO

•   CNN: Coca-Cola could be in tight supply of artificial sweetener for diet and zero-sugar drinks because of coronavirus

•   CNBC: US health officials say human trials on coronavirus vaccine to start in 6 weeks

•   CNBC: Iran now has the highest coronavirus death toll outside of China, threatening the wider Middle East

•   CNBC: Larry Kudlow says US has contained the coronavirus and the economy is holding up nicely

•   CNBC: Kudlow says he doesn't expect a Fed 'panic move' to cut rates

•   CNBC: Trump official compares Huawei to ‘the Mafia’ as White House works on 5G battle plan

•   CNBC: Here's a quick guide to EU and UK post-Brexit talks

•   CNBC: Italians on high alert as coronavirus spreads beyond the north of the country

•   CNBC: Coronavirus: WHO warns virus will be 'literally knocking at the door'

•   CNBC: US coronavirus outbreak increasingly likely, could drag markets: Jefferies

•   CNBC: Trump claims vaccine is ‘very close’ amid coronavirus outbreak — but White House says he was talking about Ebola

•   CNBC: A coronavirus outbreak in the US could be cause for global recession: Moody’s Mark Zandi

•   SCMP: China hits back at ‘coronavirus overreaction’ with travel warning for US

•   SCMP: Can Chinese firms invoke force majeure as coronavirus outbreak rages on?

•   SCMP: Two-thirds of China’s small businesses remain shut amid coronavirus

•   SCMP: Asian banks brace for bad loans to get worse as coronavirus spreads

•   매경(P1): [단독] 사업보고서·주총 늦어도 징계안한다

•   매경: 주총 앞두고 한숨돌린 기업…감사대란 피했다

•   매경(P1): [단독] 마스크 中수출 두달새 200배 폭증

•   매경: [단독] 대구 최악의 상황 벌어진다면…"3월20일 정점·최대 1만명 감염"

•   매경: `슈퍼추경` 서두르는 정부…洪부총리 "예비비 2조 먼저 집행"

•   매경: 부가세 감면·환급…내수살리기 `특단대책` 임박

•   매경: 국가부채비율 `마지노선 40%`…올해 무너질듯

•   매경: 기업들 "셧다운만은 막자"…채용 멈추고 재택근무·특별휴가도

•   매경: 국내산부품 공급차질…현대차공장 또 멈췄다

•   매경: 영화 9편 1초만에 전송…삼성 `16GB`로 초격차

•   매경: LG화학 영토확장…美루시드에 배터리 공급

•   매경: 롯데알미늄, 헝가리에 배터리소재 공장

•   매경: 강원 삼척 `신재생에너지 산단` 급물살

•   한경(P1): 문 대통령 "대구·경북은 복합위기지역…정부 지원 의지 전례 없다"

•   한경(P1): 한 명 확진에…LS용산타워 폐쇄

•   한경(P1): 불안한 기업들 "현금 쌓자"…회사채 발행 사상 최대

•   한경: 출퇴근길 감염 땐 산재?…'코로나19' 노동법 Q&A

•   한경: 中서 부품 끊기고 수출 줄고…자금난 中企 '줄도산 위기' 오나

•   한경: 국회 다시 열리지만…'코로나 올인'에 경제법안 처리는 관심 밖

•   한경: 치고받다가 '주고받기'로…삼성·퀄컴, 30년 만에 '5G칩 로맨스'

•   한경: 기업들, 화상회의 솔루션으로 '셧다운' 막는다

•   한경: LG전자, 31만원대 '실속폰' 출시…초고가 스마트폰 시장 틈새 공략

•   한경: 글로벌 20만개社 도입한 협업툴 '잔디'…"한국판 슬랙으로 불리죠"

•   서경(P1): 대한항공 객실승무원 확진 판정...LA노선 탑승

•   서경(P1): 추경 지체땐 '긴급재정명령' 발동한다

•   서경: "코로나19 피해자 지원 한시가 급해"...재정투입 간절한 당정 '속도전'

•   서경: 코로나 추경 6조~9조 예상..."총선용 돈풀기로 변질돼선 안돼"

•   서경: 에교협 " 월성1호기 감사 발표 무기한 연기는 불법

•   서경: ESS 발목잡힌 국내 배터리...올핸 전기차 업고 가속페달

•   서경: '전자주총 투표율 1%' 뒤엔...낡은 규제 있다

•   서경: 중국에 두번 얻어맞아… '기계장비 메카' 창원 무너진다

•   조선(P1): 中, 한국인 입국 통제… 美는 한국 여행경보 최고등급 격상

•   조선(P1): 韓美 국방장관, 방위비 정면충돌

•   조선: 우한코로나, 신종플루보다 3배 빠르고 20배 독하다

•   조선: 미국·호주·아프리카… 하늘에서 '메이드 인 이스라엘' 내려온다

•   조선비즈: [흔들리는 경제관료] 민간으로 간 '간부 관료' 작년에만 20명… "적폐청산, 사기저하 부추겨"

•   조선비즈: 요즘 경제부처 과장은… 평균 49.5세·IMF 후 입직한 'X세대'

•   조선비즈: 강력 규제에도 서울 부동산에 몰리는 수요… "강북·중·은평구 외지인 비중 급증"

•   인베스트조선: 신용도 흔들리는 두산중공업, 자금조달 質도 악화

•   중앙: 갤S20 이번엔 죽의 장막 넘을까

•   동아: 야외서 확진자 잠시 스친 정도는 감염위험 적어

•   동아: “에너지 데이터는 돈… 수집-분석 능력따라 기업 비용절감 직결”

•   동아: [단독]‘물류 최저임금제’ 내달 시행… 뿔난 운송사들 “헌소-전면 휴업”

•   동아: 인폴딩 vs 아웃폴딩… 폴더블폰 ‘2라운드’

•   머니투데이(P1): [단독]'재택근무 실험' 나선 박정호 "코로나 극복, 업무 방식 바꿔야"

•   머니투데이(P1): "전쟁 났냐" 사재기, 경기까지 북상…94년 '서울불바다' 이후 처음

•   머니투데이: 코로나19 때문에 올해 경제 회복 물건너가나

•   머니투데이: "중국 자회사 연락이 안돼…" 기업·회계법인 '초긴장'

•   머니투데이: "투자자 미팅 올스톱", 기업 자금조달 경색 현실화되나

•   헤럴드경제: 구내식당 ‘북적북적’·회의실 ‘텅텅’…코로나19가 바꾼 직장풍경

•   헤럴드경제: “한국과 비즈니스 접촉 당분간 중단”…글로벌 기업들 ‘코리아포비아’

•   헤럴드경제: 민간경제, 성장 기여율 3년새 3분의1 토막

※   한국경제연구원: 친기업 정책으로 경제활력 높인 미국·프랑스 벤치마킹해야

•   헤럴드경제: 국내 사물인터넷 시장, 지난해 10조원 돌파

•   파이낸셜뉴스: 식약처 "코로나19 신약 개발 중".. 日 치료제 ‘아비간’ 수입도 검토 [코로나19 확산]

•   파이낸셜뉴스: 코로나發 'LCD 패널값 상승'.. LGD 주가 반등 촉매제 될까

•   파이낸셜뉴스: [공시] 두산건설, 192억원 규모 채무보증

•   파이낸셜뉴스: [단독] 중국으로 보낸 마스크가 사라졌다

•   아시아경제: 첫 '수소모빌리티+쇼' 7월로 연기…코로나19로 신제품 출시 줄줄이 취소

•   아시아경제: 중동 부활…해외건설 수주 기지개

•   디지털타임스: 중부발전, 세계 첫 AI로 화력터빈 고장 예측

•   이데일리(P1): 경제사절단 파견·채용 행사 취소..‘코로나19’에 기업 해외 경영활동 ‘빨간불’

•   이데일리(P1): 손경식 경총 회장 연임.."종합경제단체로서 역할 강화"

•   이데일리: 기업경기 금융위기 수준으로 털썩…기업들 대응책 마련 고심

•   이데일리: 건설현장도 코로나19에 뚫렸다…확산 우려 ‘후폭풍’

•   연합: 은행 예금금리 인하 본격화…4개월 눈치보기 '끝'

•   뉴스1: "코로나發 소비심리 위축에 중국 생산 차질까지"…갤S20 '이중고'

•   이투데이: 코로나19로 중국 굴삭기 판매 반토막…韓 업체, 新시장서 새 돌파구 찾아야

•   더벨: 김진설 두산건설 전무, 모회사 덕 재무건전성 개선

•   더벨: '중후장대' 대그룹, '물류로봇' 주목하는 배경은

•   글로벌이코노믹: 멀쩡했던 두산중공업 '탈원전 정책'에 휘청...해법 마련 시급

•   CEO스코어데일리: 서부발전, 군산본부에 첫 연료전지설비 착공…"에너지전환 정책 부응"

•   아주경제: 두산중공업, 7년 연속 적자행진 벗기 위해 경영정상화 '안간힘'

•   뉴스락: 효성새사미 재건축, 두산건설-금호·영동 컨소시엄 2파전…각종 의혹으로 ‘얼룩’

•   SBS: [친절한 경제] 마스크, 전자렌지에 30초 돌리면 재사용 가능?

•   reNews: Chinese suppliers ramp up to fight Coronavirus delays

•   FuelCellsWorks: Eexclusive: Get To Know A Sector -PROTON TECHNOLOGIES- Part One-Zero Emission Hydrogen at $0.10-kg

•   에너지데일리: “세계는 탄소자원화 기술 개발에 박차 가한다”

•   에너지데일리: 산업부, "한전 적자, 에너지전환 정책과 무관하다"

•   KHL: Doosan’s fully automated construction site

•   For Construction Pros: State of the Concrete Industry 2020

•   For Construction Pros: Global Construction Equipment Rental Market to Reach $174.52B by 2026

•   MINING.com: JPMorgan stops lending to coal companies

•   MINING.com: Lithium price: EVs will be $350bn market in just 15 years

•   CNET: Samsung, Sony, Sharp join Qualcomm's roster of 5G handset makers

•   CNET: Tesla Model Y prepares for first deliveries, officially

•   MIT Technology Review: What are the best coronavirus treatments?

•   전자신문(P1): 기술유용 입증책임 두고 대기업-중기 '정면충돌'...상생법 날선 대립각

•   전자신문: [에너지 대전환 시대] <3·끝>“에너지 전환은 국가 생존의 문제…흔들림 없이 나아가야”

•   전자신문: [AI 사피엔스 시대]물류 시장을 변화시키는 AI 기술

•   전자신문: 현대차 '110만대 전기차 배터리' 공급업체 찾는다

•   전자신문: 덕산네오룩스, OLED 소재 시장 고공비행…수익성 업계 '톱'

•   디지털데일리: [취재수첩] 라인(줄) 세우기 바쁜 반도체·디스플레이 업계

•   Phone Arena: Huawei Mate Xs: hands-on with the futuristic 5G foldable | PhoneArena reviews

•   Phone Arena: The Apple iPhone 9 and the 5G iPhone 12 family face serious delays says analyst

•   Inside EVs: In January 2020 BYD Plug-In EV Car Sales Decreased By 75%

•   Inside EVs: Tesla's Battery Costs Are Dropping Quickly

•   Hannover Messe News: AI assists in anticipatory driving

•   Robotics & Automation News: ABB and Covariant partner to deploy integrated AI robotic solutions

•   Robotics Business Review: Robots in retail: Assessing current progress and long-term vision

•   Robot Report: Robotic Research to test autonomous shuttles with no driver on board

•   로봇신문: 일본 '커넥티드 로보틱스', 소바 로봇 개발

•   로봇신문: 해파리를 부드럽게 잡을 수 있는 소프트 로봇 손가락

•   Dronelife: The Best Photography Drones of 2020

•   Dronelife: Striking Drone Video Shows the Effects of the Coronavirus in Wuhan, China

•   Nikkei Asian Review: Virus, typhoons and taxes propel Japan toward recession

•   Nikkei Asian Review: 'The future is not Asian': Joseph Nye

•   Nikkei Asian Review: Japan to increase focus on serious cases in coronavirus battle

•   Nikkei Asian Review: Tokyo Olympics more likely to be canceled than moved: official

•   Japan Times: Japan sees first business failure linked to coronavirus

•   Japan Times: Japan to tighten policy on exporting coal power to developing countries

•   Economic Times: India to purchase more than USD 3 billion of advanced American military equipment: Trump

•   Livemint: Indo-US energy ties get renewed push

•   Hindustan Times: Indian firms in China could lose 15-20% revenue due to coronavirus outbreak: CII

•   Hindustan Times: India’s import of US oil jumps 10-fold to 2,50,000 bpd, says US Energy Secy

•   Jakarta Post: Indonesia to focus on manufacturing, tourism and investment to revive the economy

•   Jakarta Post: Indonesia hopes to attract $87b investment, create 3m jobs through omnibus bill: Airlangga

•   Jakarta Post: Growing pains: US tariff policy overshadows planned Jokowi visit

[Opinions]

•   Project Syndicate(Willem H. Buiter): The New Normal Should Be Cashless

•   Project Syndicate(Jean Pisani-Ferry): A Radical Way Out of the EU Budget Maze

•   Project Syndicate(Jeffrey D. Sachs): Wall Street Can’t Burn Bernie

•   FT(Martin Wolf): India’s twin economic and political crises

•   FT(Raghuram Rajan): Piketty’s ‘Capital and Ideology’: scholarship without solutions

•   FT(David Gardner): Lebanon’s economic crisis requires an urgent decision on IMF aid

•   FT(Lex): European shares/coronavirus: fright club

•   FT(Jingzhou Tao): Breaking contracts over coronavirus is harder than it sounds

•   FT(Philip Stafford): Coronavirus and politics wake up sleepy markets

•   FT(Karen Ward): Markets must listen to central bankers’ green conversion

•   FT(Dan Brouillette, Adam Boehler): US offers allies energy investment without strings

•   WSJ(William McGurn): A Bloomberg Business Manifesto

•   WSJ(Tunku Varadrajan): In India, Trump Sounds Like Obama

•   WSJ(Joseph Epstein): The Democrats Make Bloomberg Their PC Punching Bag

•   NYT(Paul Krugman): Republican Cynicism May Win Trump Re-election

•   NYT(Joseph S. Nye Jr.): No, President Trump: You’ve Weakened America’s Soft Power

•   NYT(Ruchir Sharma): Wall Street Gets Worried About the Coronavirus

•   NYT(Thomas L. Friedman): Dems, Want to Defeat Trump? Form a Team of Rivals

•   NYT(Michelle Goldberg): Putin Would Hate President Bernie Sanders

•   NYT(Mohammad Ayatollahi Tabaar): What Does the Iranian Election Tell Us?

•   NYT(Ross Douthat): The Coronavirus Is More Than a Disease. It’s a Test.

•   NYT(Gail Collins, Bret Stephens): Imagine Bernie Sanders in the Oval Office

•   WP(Catherine Rampell): A socialist is likely to win the 2020 election. No, not Bernie Sanders.

•   WP(Jennifer Rubin): Bernie Sanders has a unique gift: Angering Democrats

•   WP(Jennifer Rubin): Who can best take on Sanders?

•   WP(Josh Rogin): Two Senate Iran hawks are pushing a new nuclear deal

•   WP(Greg Sargent): Can Bernie Sanders really beat Trump? His pollster makes the case.

•   WP(Editorial Board): Bernie Sanders’s big-spending promises aren’t a sign of courage

•   WP(Jonathan Capehart): Why Buttigieg thinks he’s the one to beat Trump

•   WP(Heriberto Araújo, Melissa Chan): How Bolsonaro’s risky bet on China in the Amazon could backfire

•   WP(Henry Olsen): Establishment Democrats still fundamentally misunderstand Bernie Sanders

•   WP(Josh Rogin): Bloomberg’s attack on Sanders for praising dictators bounces back on him

•   Bloomberg(Mohamed A. El-Erian): Central Banks Seek an Edge in a Game They Can’t Win

•   Bloomberg(Bill Dudley): Coronavirus Freaked Markets, Not the Fed

•   Bloomberg(Justin Fox): Maybe a President’s Age Doesn’t Matter That Much

•   Bloomberg(Tyler Cowen): How Fast Can a Virus Destroy a Supply Chain?

•   Bloomberg(Noah Smith): How India Can Get Growth Back on Track

•   Bloomberg(Andy Mukherjee): The Clock Runs Out on Malaysia’s New Beginning

•   Bloomberg(Shuli Ren): China's Policy Flip-Flops Are Scaring Investors

•   Bloomberg(John Authers): Stock Investors Confront a Coronavirus Catch-22

•   Bloomberg(Clara Ferreira Marques): Thailand Gives Investors a Reason to Cut and Run

•   Bloomberg(Jonathan Bernstein): Trump Laid the Groundwork for a Coronavirus Mess

•   Bloomberg(Andreas Kluth): Germany Fears That the Center Will Not Hold

•   Bloomberg(Francis Wilkinson): Explaining Trump’s Hispanic Support

•   Bloomberg(Esfandyar Batmanghelidj): Coronavirus Will Hammer Iran’s Economy

•   Bloomberg(Mark Buchanan): To Defeat Coronavirus, Win the Containment Battle

•   CNBC(Arjun Kharpal): America has limited options on 5G to fend off China's Huawei challenge

•   CNN(Josh Gottheimer): Congressman: Why I'm endorsing Mike Bloomberg

•   MarketWatch(Pierre Briançon): Why the coronavirus outbreak could trigger a major supply shock

•   MarketWatch(Howard Gold): The coronavirus is a serious concern but the stock market’s selloff is not

•   MarketWatch(Brian Frank): China faces the possibility of a financial crisis, which would send a shockwave through the world

•   Fox Business(Stephen Moore): Natural gas is crushing wind and solar power — Why isn't anyone talking about it?