[Markets]
※ MSCI ACWI down over 10% this week
※ Powell tries to sooth markets, Fed rate cut next month priced in
※ Global stock markets lose the value of Japan’s GDP in a week
[Indicators]
• US Jan. PCE: US personal income rises by most in 11 months
• US Feb. University of Michigan consumer sentiment index: U.S. Consumer Sentiment Holds Up in Second Half of February
• US Q1 GDP Nowcast: Feb 28, 2020: New York Fed Staff Nowcast
• US Q1 GDP Nowcast: Latest estimate: 2.6 percent — February 28, 2020
• Germany Feb. CPI·Employment: German inflation and jobless figures boost eurozone economy
• China Feb. PMI: China Purchasing Indexes Drop to Record Lows
• 한국 1월 산업활동동향: 1월 소비 3.1%↓·투자 6.6%↓…"코로나19 소비에 일부영향"
• 한국 2월 무역수지: 2월 수출 4.5% 반등에도 코로나19 악재 가시화…대중 수출 부진
• Japan Jan. Employment: Japan job availability in January near 3-year low
• Japan Jan. Industrial production: Japan's factory output rises 0.8% in Jan to beat forecasts
※ Business Standard: India's construction sector witnesses sharper decline in third quarter
• India Jan. Core industry production: Core sector output: Core sector grows by 2.2% in Jan as power generation picks up
• India Jan. Fiscal balance: April-January fiscal deficit reaches 128.5% of Rs 7.67 lakh crore revised FY20 target
• India Feb. GST collectione: GST collection crosses Rs 1-trn mark for the fourth month in a row in Feb
• Saudi 2019 GDP: Stalling Saudi Economy Ripe for Stimulus While New Hurdles Mount
• Canada Q4 GDP: GDP Stall Puts Canada on Thin Ice Even Before Coronavirus
• Coronavirus: SCMP Live Updates
[News]
• Bloomberg: Central Banks on Virus Alert as Markets Seek Action
• Bloomberg: U.S. Farmers Face Huge Losses From Flooding Again
• CNBC: JPMorgan, Citi and Goldman Sachs all believe there hasn't been enough pain to call a bottom yet
• Global Times: Origin of novel coronavirus still hangs in the air
• Global Times: Epidemic won’t spark financial crisis in China
• 매경(P1): 출장길도 막혔다…베트남 `한국인 무비자` 중단
• 매경(P1): 車소비세 70% 인하·카드 소득공제 2배로
• 매경: 청와대 `가짜통계` 제시했다 망신
• 매경: LG전자-우아한형제들, 로봇사업 손잡았다
• 매경: 건설현장 확진땐 공사기간 연장요구 가능
• 매경(P1): 사람은 막고 상품교역은 풀고…베트남의 실리적인 봉쇄전략
• 매경: 탈원전 비판한 한수원 노조지부장 대기발령
• 매경: 방폐물 저장시설 포화 눈앞…월성원전 멈춰서나
• 한경(P1): -1조3566억…한전, 11년 만에 최악 적자
• 한경(P1): 준법委 요구에…'7년전 사건' 사과한 삼성
• 한경: 수출입銀 본점 폐쇄…직원 코로나19 확진
• 한경: 갤S20 첫날 개통량, 갤S10보다 20%↓
• 한경(P1): 해외사업 '올스톱'…코로나에 갇힌 한국기업
• 한경(P1): "코로나 불황, 금융위기로 번질 수 있다"
• 한경(P1): [마켓인사이트] 의결권 자문사의 '10만원 보고서'에 떨고 있는 상장사
• 한경: 회사서 쓰는 업무용 카톡 나온다
• 한경: 서울 정비사업 23곳 '일몰제'에 존폐 기로
• 서경(P1): "친시장으로 정책기조 리셋, 코로나 파고 넘어라"
• 서경: 코로나사태 장기화 땐 0%대 성장 갈수도
• 서경: 갤S20, 국내선 왜 '괴물용량' 빠졌나
• 조선(P1): 국내 첫 '완치 뒤 재확진'… 자가격리중 또 사망
• 조선(P1): 文대통령 "중국인 입국금지 불가, 초기라면 몰라도…"
• 조선(P1): 환자 20배 많은데… 메르스 규정에 갇힌 정부대응
• 조선(P1): 강릉서 中유학생 첫 확진, 이틀전 입국땐 무증상
• 조선(P1): 트럼프 "고위험국 여행객 미국 입국때 걸러낼 것"
• 조선: 北 방역 한계왔나… "7000명 감시" 밝혀
• 조선: 어쩌다, 한국 기업이 격리당하는 신세
• 조선: 건설 현장도 중개업소도 먼지만 날린다
• 조선비즈: 서울 아파트 분양권 ‘거래 막차’… 프리미엄도 고공행진
• 조선비즈: 우한 코로나에 중국이 서버 D램 사들이는 이유
• 조선비즈: 우한 코로나가 불붙인 중국 AI 기업들의 방역전쟁
• 중앙(P1): “코로나 3차 파도 방파제는 격리 병상 대량 확보”
• 중앙: ‘두더지잡기’ 규제 이번엔 세·대·인?
• 동아(P1): 전국 신천지 3923명 “의심증상 있다”
• 동아(P1): 온국민 ‘자발적 격리’, 외출땐 ‘사회적 거리’
• 동아(P1): 신천지 유증상자, 대구外 지역에도 8946명
• 동아: 제조업 ‘셧다운 도미노’ 공포 현실로
• 국민(P1): [단독] 인사코드까지… 신천지, 여야 의원에 조직적 접근
• 머니투데이: 1조 흑자가 32조 적자로…구멍나는 나라재정
• 머니투데이: 코로나19에 車 개소세 인하…'최대 143만원 할인' 효과 볼까
• 머니투데이: 지난주 3.4조원 판 외국인, 언제 돌아오나
• 머니투데이: "바닥신호 명확" 증권가, 반등에 힘 싣는다
• 헤럴드경제: 코로나 경기타격 과소평가?…이주열 기준금리 또 ‘실기론’
• 파이낸셜뉴스: "카메라 숨기고 S펜 탑재"… 갤폴드 후속작에 쏟아지는 루머
• 파이낸셜뉴스(P1): 빚 많다고 코로나 지원금 퇴짜… 자영업자 두번 운다[코로나19 초비상]
• 파이낸셜뉴스(P1): '벌점제 개정' 건설업계 강력 반발
• 파이낸셜뉴스: 쪼그라든 소비… 카드 사용 '반토막' [코로나19 초비상]
• 파이낸셜뉴스: 한화솔루션, 세계 태양광모듈생산 2→3위로
• 파이낸셜뉴스: 갤럭시 S20 울트라 '귀하신 몸'
• 파이낸셜뉴스: 서울 아파트 거래량만 줄었을 뿐… 가격은 ‘요지부동’
• 아시아경제(P1): '갤럭시Z 플립' 중국에서 9분 만에 완판
• 아시아경제: 건설기계업계, 코로나19 확산에 실적악화 우려
• 아시아경제: 수소동력·협동로봇…기계업계, 새 먹거리 확보 박차
• 디지털타임스(P1): 기업 `역성장` 현실화 우려… 영업익 전년比 -4% 전망
• 이데일리: [단독]한중 경제장관회의 ‘무기한 연기’…방한 일정 불투명
• 이데일리: 코로나 쇼크 대응에 30조 쏟아붓겠다는 정부…걸림돌 넷
• 이데일리: 수·용·성 2일부터 대출규제…9억 초과분 LTV 30%
• 뉴스1: 전기차 원통형 배터리…LG·삼성 '시장 확대 기대'
• 팍스넷뉴스: [위기의 두산중공업] 사라진 장기물
• 아이뉴스24: [박정원號 4년 ㊦] 미러클 두산…신사업으로 역전홈런 친다
• Windpower Monthly: Wind becomes biggest renewables source in US
• Windpower Monthly: Signs of improvement, must try harder
• Windpower Monthly: WindTech: How Nordex adapted N131 technology to lower radiomagnetic interference
• FuelCellsWorks: PowerCell Increases its Sales by 10% for 2019
• FuelCellsWorks: Researchers Show Solar-to-Hydrogen Water-Splitting Efficiency of 4.5%
• 에너지경제: 발전설비 소·부·장 국산화, 서부발전은 올해도 달린다
• 에너지경제: “수소, 전력화 보완 수단으로 기능해야”
• 에너지데일리: 유니슨 “한국 풍력산업 발자취 볼 수 있다”
• 전기신문: ESS 신규설비 충전율 제한 내달 2일 시작
• 투데이에너지: [기자수첩]신규 LNG복합발전, 신성장동력 기회 돼야
• OilPrice.com: US Fracking Ban Could Cost The Economy $7 Trillion
• OilPrice.com: Indian Refiners To Stop Importing Venezuelan Crude
• MINING.com: China restarts rare earth capacity after closures
• 철강금속신문: 단조사업 재편 통한 경쟁력 확보 시급하다
• MIT Technology Review: How to prepare for the coronavirus like a pro
• 전자신문: 외국인, 지난주 삼성·하이닉스만 2조1228억원 팔았다
• 전자신문: '배터리 탈착형' 아이폰 나올까... 유럽서 의무화 가능성
• 디지털데일리: OLED 시장 확대…‘풍향계’ 덕산네오룩스-UDC 보면 안다
• Inside EVs: The Average xEV Power Increased To Almost 160 kW
• Inside EVs: Is The Model Y Truly The Best Tesla Yet?
• Hannover Messe News: Drones autonomously inspect power lines
• Robotics Business Review: AeroVironment grows from military to commercial drone applications
• Cobot Trends: End effector trends to watch in collaborative robots in 2020
• 로봇신문: '로봇' 中 코로나19 사투 속 전사가 되다
• 로봇신문: 전세계와 연결되는 지능형 외골격 로봇 등장
• 로봇신문: 中 우한의 간호사 로봇 "체온, 혈압, 심박수도 재요"
• Nikkei Asian Review: Xi set to delay Japan visit over coronavirus crisis
• Nikkei Asian Review: Japan's Kioxia plans October IPO to fill war chest for 5G era
• Nikkei Asian Review: No, Dr. Nye, the future is Asian: Parag Khanna
• Japan Times: Virus slows China's major belt and road projects in Asia
• Economic Times: Raghuram Rajan says fight the virus first, worry about stimulus later
• Economic Times: Raghuram Rajan: Government focussing more on political, social agenda than economy: Raghuram Rajan
• Hindustan Times: Government revises GDP growth for July-September quarter to 5.1% from 4.5%
• Hindustan Times: Indian automakers say China coronavirus outbreak hitting parts supply
• Folha de S.Paulo: Health Minister Says Coronavirus outbreak in Brazil Will Be Manageable
• Folha de S.Paulo: Petrobras Starts Production Tests on Giant Discoveries in Sergipe
• Jakarta Post: Coronavirus may weaken rupiah this year: Fitch Solutions
• Viet Nam News: Residential suburban projects prove alluring to buyers
• Myanmar Times: Chinese investment enquires in Myanmar impacted by COVID-19
[Opinions]
• Project Syndicate(Joseph E. Stiglitz): Solidarity Now
• Project Syndicate(Harold James): A Pandemic of Deglobalization?
• Project Syndicate(Gernot Wagner): The True Price of Carbon
• Project Syndicate(Chris Patten): Liberal Democracy and Its Enemies
• Project Syndicate(Paola Subacchi): taly’s New Affliction
• Project Syndicate(Michael Spence): Can China’s Economy Withstand the Coronavirus?
• FT(Rana Foroohar): Corporate margins are going to be squeezed
• FT(Wolfgang Münchau): The UK’s threat to walk out of EU trade talks is real
• FT(Janan Ganesh): Trump and Sanders buck the age of Insta-wisdom
• FT(Edward Luce): Joe Biden: the comeback grandpa
• FT(Gavyn Davies): What can macro policymakers do about coronavirus?
• FT(Michael Mackenzie): The coronavirus alarm points to broader credit shakeout
• FT(Editorial Board): Modi is taking India down a dangerous path
• FT(Tristan Harris): Regulate Facebook and Google as ‘attention utilities’
• FT(Howard Shore): UK Budget must borrow to spend but not increase taxes
• FT(Merryn Somerset Webb): Buying the coronavirus dip would be bold indeed
• FT(Jonathan Ford): The world must look beyond sun and wind for hydrogen
• FT(Bryce Elder): Companies’ silence on virus is storing up problems
• FT(Camilla Cavendish): World must wake up to challenge of longer lifespans
• FT(Matthew Vincent): Heat but not much light at Carney’s climate launch
• FT(John Dizard): The political debate on US energy is not connected to reality
• FT(Richard Waters): Real coronavirus test is yet to come for Silicon Valley
• FT(Karen Petrou): Federal Reserve should not try to fight the coronavirus
• WSJ(Alan S. Blinder): It’s a Mistake for Democrats to Deny Good Economic News
• WSJ(Holman W. Jenkins, Jr.): Fear Itself Is the Biggest Coronavirus Danger
• WSJ(Peggy Noonan): Trump Isn’t Easing Coronavirus Forebodings
• WSJ(Barton Swaim): Can Biden Recover in South Carolina?
• WSJ(Jason Willick): What Kind of Voter Supports Mike Bloomberg?
• WSJ(Robert D. Kaplan): Coronavirus and the Tragedy of Iran
• WSJ(Elizabeth Truss): The U.K. Wants a U.S. Trade Deal
• WSJ(James Huffma): Against Sanders, Trump Is the Lesser Evil
• NYT(Paul Krugman): When a Pandemic Meets a Personality Cult
• NYT(David Leonhardt): Trump and the Virus
• NYT(Nicholas Kristof): Is This Coronavirus ‘the Big One’?
• NYT(Bret Stephens): Why Bernie Scares Me
• NYT(David Brooks): No, Not Sanders, Not Ever
• NYT(Timothy Egan): Democrats, Your Time Is Running Out
• NYT(Elisabeth Rosenthal): We Don’t Really Know How Many People Have Coronavirus
• NYT(Joseph Kelly): Why South Carolina Was So Personal for Joe Biden
• NYT(Michelle Cottle): What Comes Next, Joe Biden?
• NYT(Jamelle Bouie): The Case for Bernie Sanders
• NYT(Ross Douthat): The Case for Joe Biden
• NYT(David Brooks): The Case for Mike Bloomberg
• NYT(Maureen Dowd): Trump Makes Us Ill
• NYT(Annalee Newitz): How to Be a Smart Coronavirus Prepper
• NYT(Steve Phillips): Bernie Sanders Can Beat Trump. Here’s the Math.
• NYT(Binyamin Appelbaum): Only Doctors Can Save the Markets From the Coronavirus
• WP(Robert J. Samuelson): The coronavirus gores Trump’s bull market
• WP(Max Boot): This ‘peace deal’ with the Taliban is not really a peace deal
• WP(Henry Olsen): Don’t buy into Joe Biden’s momentum
• WP(Dana Milbank): For Trump, a reckoning has come
• WP(Jennifer Rubin): Democracy is not a meritocracy
• WP(Jennifer Rubin): Just how radical is Bernie Sanders on foreign policy?
• WP(Jennifer Rubin): South Carolina may have just rescued the Democrats
• WP(E.J. Dionne Jr.):Super Tuesday’s viral politics
• WP(David Von Drehle): Why America can’t escape the Middle East
• WP(Kathleen Parker): Coronavirus hits the campaign trail
• WP(Karen Tumulty): Joe Biden’s victory in South Carolina has reset the Democratic race
• WP(Josh Rogin): China can’t fight coronavirus and the truth at the same time
• WP(Greg Sargent): New coronavirus revelations make Trump’s ‘deep state’ rage look worse
• WP(Megan McArdle): Yes, Joe Biden won big in South Carolina. But where is he going to win big on Super Tuesday?
• WP(Colbert I. King): The Democratic field needs to whittle away Sanders, Bloomberg and Buttigieg
• WP(Alexandra Petri): No matter what happens with the coronavirus, I’m sure Trump has it under control
• WP(Michèle Flournoy, Stephen J. Hadley): The U.S. deal with the Taliban is an important first step
• WP(Joyce Purnick): Can Bloomberg sell himself as a crisis manager — again?
• WP(Jim Hoagland): Trump is only interested in foreign leaders who can be bought. Like Netanyahu.
• WP(Hugh Hewitt): Enjoy it, Joe Biden, because it won’t last
• Bloomberg(Mohamed A. El-Erian): The Four-Stage Impacts of the Coronavirus
• Bloomberg(Mohamed A. El-Erian): The Good, the Bad and the Ugly of the Coronavirus Response
• Bloomberg(David Fickling): What the Coronavirus End Game Will Look Like
• Bloomberg(Tyler Cowen): The Fear Is About More Than the Coronavirus
• Bloomberg(Brian Chappatta): Bond Traders See Fed Facing an All-or-Nothing Decision
• Bloomberg(Brian Chappatta): Markets Are in Crisis, Not the Financial System
• Bloomberg(Andy Mukherjee): Can Singapore Save the World From Sinking?
• Bloomberg(Shuli Ren): A Global Rout Is a Great Time for a Command Economy
• Bloomberg(Marcus Ashworth): Markets Are Pricing in a Coronavirus Recession
• Bloomberg(Julian Lee): A $30 Oil Price Is the Real Virus Threat to OPEC
• Bloomberg(Therese Raphael): Boris Johnson Denies the Laws of Gravity
• Bloomberg(Ferdinando Giugliano): Europe's Coronavirus Plan Is Not Enough
• Bloomberg(Karl W. Smith): The Fed’s Response to the Coronavirus Doesn’t Go Far Enough
• Bloomberg(Jonathan Bernstein): How South Carolina May Shape the Democratic Race
• Bloomberg(Eli Lake): Why the Taliban Is Celebrating Trump’s Peace Plan
• Bloomberg(Hal Brands): China Fails the Leadership Test on Coronavirus
• Bloomberg(Ramesh Ponnuru):Nikki Haley Says the Free Market Isn't Free Enough
• Bloomberg(Cass R. Sunstein): The Cognitive Bias That Makes Us Panic About Coronavirus
• Bloomberg(Andreas Kluth): Germany’s Obstinate Stinginess Hurts Everyone
• Bloomberg(James Stavridis): Turkey Is a Mediocre NATO Ally, But Russia Is Enemy No. 1
• Bloomberg(Bobby Ghosh): Erdogan Is Holding a Gun to His Own Head in Syria
• Bloomberg(Faye Flam): How to Prepare (Rationally) for the Coronavirus
• Bloomberg(Adam Minter): Quarantine for Coronavirus Has Serious Side Effects
• Bloomberg(Ellen R. Wald): Ousted From Oil, Saudi Minister Can Make a Mark in Investing
• CNBC(Frederick Kempe): Coronavirus could be a bigger test for the EU than the refugee crisis
• CNBC(Karen Firestone): Op-Ed: I've seen bubbles burst - this isn't a bubble
• CNN(Richard Galant): Donald Trump meets a new enemy: Coronavirus
• CNN(Jeff Yang): Did Biden just stop the Sanders juggernaut?
• CNN(Joe Lockhart): Trump is failing the leadership test on coronavirus
• CNN(Charlie Dent): It would be a disaster for us to have to choose between Sanders and Trump
• MarketWatch(Mark Hulbert): Stock market’s ‘fear index’ may have just flashed a buy signal
• MarketWatch(Mark Hulbert): Stocks’ plunge through a key support level could set up a quick market rebound
• MarketWatch(Rex Nutting): The Fed can’t stop coronavirus from slamming the economy, but it could ease the pain
• MarketWatch(Pierre Briançon): Why the coronavirus outbreak raises the risk of a German recession this year
• MarketWatch(Simon Maierhofer): Despite the meltdown, the bull market isn’t over yet
• MarketWatch(Michael Brush): Buy these stocks and sectors now because coronavirus won’t lead to recession
• MarketWatch(Craig Fehr): Don’t let coronavirus fears change your investment strategy
• 매경(사설): 탈원전 후폭풍에 2년 연속 적자 수렁에 빠진 한전
• 한경(사설): "원전이용률 떨어뜨려 최악적자 자초" 한전과 정부는 이유 밝혀야
• 한경(박주헌): 脫원전 정책이 실패할 수밖에 없는 이유
• 한경(조재길): [취재수첩] 한전 적자가 탈원전 정책과 관련 없다니
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