[Markets]
※ 10-yr Treasury yield hits fresh record low
[Indicators]
• US Jan. New home sales: Sales of New U.S. Homes Reach Highest Level Since July 2007
• China Jan. Car sales: China’s January car sales tumble as coronavirus puts the brakes on economy
• 한국 2019년 합계출산율: 올해 '인구 데드크로스' 확실
• 한국 2월 BSI: 코로나19에 2월 기업심리 10p 추락…2003년 조사 이래 최대↓
• Japan Jan. Supermarket sales: Japan supermarket sales remain weak in Jan. as tax impact lingers
• Coronavirus: SCMP Live Updates
[News]
• Bloomberg: Inside Mark Carney’s Brexit Adventure
• Bloomberg: ndia Divided Under Modi Faces Big Risks
• Bloomberg: Boris Johnson's Freeport Idea Is Full of Holes
• MarketWatch: A stock-market bounce will give way to a ‘drop’ and retest of the low, says Wall Street analyst
• Fox Business: Chinese stock market during coronavirus: Should I buy now?
• Global Times: What do we see through the fight against COVID-19?
• Global Times: Recovered COVID19 patients testing positive not equal to coronavirus revival: experts
• Global Times: China has changed course of COVID-19 outbreak through pragmatic approach: WHO expert
• 매경(P1): `코로나 의병`…정부 허둥댈때 민간이 나섰다
• 매경: "오늘 임원 보고는 로봇 과장이 합니다"
• 매경: 다급한 재건축…코로나에 발목잡혔다
• 한경(P1): '코로나 추경' 급한데…"퍼주기 복지하다 재정 고갈"
• 서경(P1): 글로벌 공급망 휘청···"금융위기보다 센 쇼크 온다"
• 서경(P1): [단독]정부, 대구·경북 산업위기지역 지정 검토
※ “두산중공업-KIST-충남대·울산대·순천대와 일본 J-PARC 시설 연구자들과의 협업으로 가능했다”
• 조선(P1): 37일만에 1261명… 감염학회 4가지 경고, 현실이 됐다
• 조선(P1): 트럼프, 오늘 코로나 회견… 한국인 입국금지 조치 나오나
※ 산업부: 2020년에도 흔들림 없는 신재생에너지 확대 추진
• 조선비즈: [단독] 현대모비스·현대제철도 재택근무 실시
• 중앙: 두달새 3억 올랐다…전세시장 풍선효과 감염
• 중앙: 공장·채용·출장 다 멈췄다
• 중앙: 영화관·공항·지하철…사람이 없다
• 동아(P1): 마스크 당장 푼다 해놓고… 정부가 더 키운 대란
• 문화(P1): 전세계 ‘코리아 포비아’… 39개국서 입국·여행 제한
• 한국(P1): “여기는 한국인 집” 문 앞에 차별 딱지 붙이는 중국 공안ㆍ이웃
• 한겨레: 포스코·두산도 배터리 업체라고?
• 한겨레: 전기차 배터리의 질주, 2025년 반도체 뛰어넘는다
• 머니투데이: '코로나19' 확진·의심환자 속출…기업들이 떨고 있다
• 머니투데이: 제조업 기둥 '산단' 무너질라…마스크 지원·임대료 인하
• 머니투데이: 경제 '허리' 중견기업, 2024년까지 6000개 만든다
• 머니투데이: "추경+세제인하+대출상환연기" 코로나19 위기 대응 방안
• 머니투데이: 휴림로봇, '코로나19' 잡는 방역로봇 보급 본격화
• 머니투데이: "재택근무하면 생산성 떨어진다고? 천만의 말씀"
• 머니투데이: 코로나19 내년 최저임금 인상률 낮추나
• 머니투데이: 코로나19+비수기 겹친 반도체…매수 기회 왔나
• 머니투데이: "M&A요? 올해는 끝났다고 봐야죠"
• 헤럴드경제(P1): 삼성전자, 3월18일 주총 연기 검토
• 헤럴드경제: 집 구입 ‘자금출처 공포감’ 매수세 위축
• 파이낸셜뉴스(P1): 긴급마스크 납품단가 막판 진통.. 정부조율 안돼 생산-판매처 혼선 [코로나19 확산]
• 파이낸셜뉴스(P1): 비행기 이미 떴는데 입국제한…'NO 코리아' 확산 [현장르포]
• 파이낸셜뉴스: 올해 정책모기지 30조 공급… 적격대출은 1조 줄어든 9조
• 파이낸셜뉴스: LG 주도 OLED TV 유럽서 ‘광풍’
• 파이낸셜뉴스: 못 찾겠다, 스마트폰 전면 카메라
• 아시아경제: "경기회복 가장 빠른길은 재정투입보다 코로나19 제압"
• 이데일리(P1): 정비구역해제, '노도강'이 '강남3구' 8배
• 이데일리: 노도강vs강남3구…아파트 평당 매매가 격차 '역대 최대'
• 이데일리: "강북 정비 사업 재개하려면…규제 완화"
• 이데일리: 정비사업 일몰제 적용 구역 없다…주민불화만 키워
• 이데일리: ‘하노이 노딜 1년’ 빗장 건 北…남북대화 올스톱
• 이데일리: “불황 파고 넘어라”… ‘구조개편’ 나선 철강업계
• 이데일리: 정의선 ‘선택과 집중’…제철 떼고 미래차 사업 올인
• 이데일리: 택진이형의 통 큰 결단…"전사원 유급 특별휴가 가라"
• 아주경제: 해상풍력 뜨는데...국내 풍력 터빈시장 절반은 해외 제조사
• 뉴스포스트: 바보야 문제는 미래 먹거리야! ‘희생양’ 된 두산중공업
• Power Engineering: GE completes first battery assisted black start of a heavy duty GE gas turbine
• reNews: GE scoops 300MW prize in India
• Windpower Monthly: Global onshore O&M costs 'set to continue rising'
• 에너지경제: 두산밥캣, 美 장비제조업협회 AEM과 '맞손'
• 에너지데일리: “에너지전환, 새로운 기회로 접근해야 한다”
• KHL: Cat debuts 352 UHD
• Equipment Journal: Hitachi introduces the new ZW370-6 wheel loader
• Equipment World: Doosan streamlines custom equipment fulfillment process, offers 4 – 6 week delivery
• Equipment World: Amid coronavirus concerns, international ConExpo show will go on
• Construction Equipment: 6 Robotics Startups Boost Efficiency
• For Construction Pros: Construction's Q4 2019 Strength Driven by Infrastructure Spending
• OilPrice.com: Kuwait Excludes Oil Tankers From Ship Ban Over Coronavirus
• MINING.com: Rio’s $1bn spend to reach zero emissions “not enough”
• MIT News: To self-drive in the snow, look under the road
• 전자신문: 현대·기아차, 전용 플랫폼 전기차 시대 연다
• 전자신문: [기획]화웨이, 5G 핵심역량 10가지
• ZDNet Korea: 삼성, 인도서 내달 중저가 '갤럭시M31' 출시
• 디지털데일리: 폴더블 핵심소재 日 의존도 낮춘다…투명전극 국산화 ‘착착’
• Hannover Messe News: Statement on the current situation concerning HANNOVER MESSE
• Hannover Messe News: Bacteria transforms CO2 into fuel
• Robotics & Automation News: Columbia engineers develop ‘tactile robot finger with no blind spots’
• Robotics & Automation News: Lyro Robotics secures seed funding to build pick-and-pack robots
• Robotics Business Review: Neurala optimizes Brain Builder SDK for continuous, edge learning
• Robot Report: Cobot pioneer Østergaard starts new chapter at REInvest Robotics
• 로봇신문: 中 서비스 로봇 산업 성장세, 세계 성장률 웃돌아
• Nikkei Asian Review: Toyota leads fundraising for Chinese self-driving startup Pony.ai
• Nikkei Asian Review: Tesla and Panasonic end joint solar cell production
• Nikkei Asian Review: Japan rebuts Olympic 'cancellation' talk despite coronavirus fears
• Nikkei Asian Review: Xi's prediction of a cursed year came true
• Nikkei Asian Review: Marubeni enters Taiwan renewable energy market via acquisition
• Nikkei Asian Review: Google, Microsoft shift production from China faster due to virus
• Economic Times: Trade deal with tariff king India by year-end: Donald Trump
• Economic Times: Rajasthan plans to set up 30,000 MW solar capacity in 5 years
• Economic Times: Cheaper 5G phones on their way: Realme
• Economic Times: RBI's new GDP template: The 12 enablers of India's growth makeover
• Economic Times: Indian economy may be set for the road to recovery in 2020
• Business Standard: GDP growth to stay flat at 4.5% in October-December, say SBI economists
• Folha de S.Paulo: Brazil Confirms First Coronavirus Case
• Jakarta Post: Indonesia announces $742m stimulus to shield economy from virus
• Jakarta Post: Indonesian tourism suffers estimated US$500 million in losses due to COVID-19: Minister Luhut
• Viet Nam News: Việt Nam’s growth under pressure from global Covid-19 outbreak
[Opinions]
• Project Syndicate(Andrew Sheng, Xiao Geng): China’s COVID-19 Moment
• Project Syndicate(Howard Davies): Are Independent Central Banks Passé?
• Project Syndicate(José Antonio Ocampo): The Challenges of Argentina’s Debt Renegotiation
• FT(Nouriel Roubini): Markets remain complacent despite virus sell-off
• FT(Janan Ganesh): Leftwing Democrats are targeting the riches of the 1%
• FT(Martin Sandbu): EU ‘frugals’ will struggle to sustain hardline budget stance
• FT(Tim Bradshaw): Coronavirus and the etiquette of working from home
• FT(Prabhat Jha): WHO must learn from the IMF to stop pandemics
• FT(Amy Kazmin): Modi woos world leaders in city haunted by violence
• FT(Brooke Masters): The AI doctor will see you now
• FT(Henry Foy): Putin needs to shake up the CEOs who run Russia’s economy
• FT(Helene Li, Curtis Chin): Asia can overtake the west in sustainable investing
• WSJ(Holman W. Jenkins, Jr.): How Bezos Can Influence Climate
• WSJ(Phil Gramm, John F. Early): Wealthy Americans Already Pay Their Share
• WSJ(Jason L. Riley): The Democratic Establishment Will Rally Around Bernie
• WSJ(Nikki Haley): This Is No Time to Go Wobbly on Capitalism
• NYT(Frank Bruni): The Democratic Party Devours Itself
• NYT(Koichi Nakano): Japan Can’t Handle the Coronavirus. Can It Host the Olympics?
• NYT(Justin Gillis): Would You Pay Higher Gas Prices to Slow the Climate Crisis?
• NYT(Karthik Balasubramanian): Democrats Are Ignoring the Voters Who Could Decide This Election
• NYT(Farhad Manjoo): Admit It: You Don’t Know What Will Happen Next
• WP(Robert J. Samuelson): The Sanders bill for democracy: $50 trillion
• WP(David Ignatius): Coronavirus will test whether the planet can unite in the face of a global crisis
• WP(Dana Milbank): At the debate, Bernie Sanders stirs up deja vu
• WP(Jennifer Rubin): Biden delivered the strong debate showing he needed. Sanders gave his worst.
• WP(Jennifer Rubin): Trump has no clue what to do in a disaster
• WP(Jennifer Rubin): Bloomberg is not doing what he promised
• WP(Jennifer Rubin): Sanders continues to sow chaos
• WP(Paul Waldman): Here’s what really matters about Bernie Sanders and Cuba
• WP(Greg Sargent): As the virus spreads, Trump rages over the markets. That’s alarming.
• WP(Helaine Olen): Osmel Azcue’s coronavirus bill makes the case for Medicare for All
• WP(Alexandra Petri): We must stop Bernie Sanders, and I see no path forward but for my opponents to drop out
• WP(Michael R. Strain): Five more years of populism would be a disaster for America
• WP(Henry Olsen): Democrats essentially have a three-person race now
• Bloomberg(Daniel Moss): Time to Change the Channel on Malaysia’s Soap Opera
• Bloomberg(Mihir Sharma): Trump and Modi Bromance Won’t Do Much for Democracy
• Bloomberg(Brian Chappatta): Gundlach’s Credit Trade Suggests the Coronavirus Rout Is Real
• Bloomberg(Shuli Ren): An Obscure Rule Snaps One of the World’s Hottest Rallies
• Bloomberg(Liam Denning): Energy Is 1% Away From Losing Power to Power
• Bloomberg(John Authers): Don't Mistake This Stocks Selloff for a Panic
• Bloomberg(Marcus Ashworth): Germany's "Black Zero" Rule May Be Gone Forever
• Bloomberg(Anjani Trivedi): The Coronavirus May Be Worse Than a Natural Disaster
• Bloomberg(Clara Ferreira Marques): Rio Tinto Is Digging Mostly Into Its Pocket
• Bloomberg(Nir Kaissar): U.S. Stock Market Appears Most Vulnerable to Virus Shock
• Bloomberg(Aaron Brown): Markets Have Three Virus Scenarios to Consider
• Bloomberg(Therese Raphael): Boris Johnson's Freeport Idea Is Full of Holes
• CNBC(Jake Novak): Coronavirus sniping proves politics is the real problem
• CNN(Frida Ghitis): Trump's wishful thinking won't stop coronavirus impact
• CNN(Colleen Kraft): The best defense against coronavirus
• CNN(John Avlon): Can Bernie Sanders beat Donald Trump? Here's the reality.
• Nikkei Asian Review(James Crabtree): Asian leaders underestimate danger of Trump's reelection
• Nikkei Asian Review(Alicia Garcia-Herrero): Companies must move supply chains further from China
• 중앙(김진우): 에너지 산업의 미래, 긴 안목으로 보자
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