[Markets]
※ Federal Reserve cuts interest rates by 50 basis points
※ Yield on 10-year U.S. Treasury below 1%
※ Gold soars 3% after Fed’s rate cut
※ Dollar sinks, oil pares initial gains
• 한국: 코스피, 이틀째 올라 2,010선 회복
[Indicators]
• US Jan. Construction spending: Const. Spending Increases 1.8 Percent | Construction Equipment
• US Benchmark rate: Fed Cuts Rates by Half Point to Combat Virus Fear
• Eurozone Feb. CPI: Euro-Area Inflation Hits Three-Month Low on Energy-Price Slump
• UK Feb. Construction PMI: Surge in housebuilding boosts UK construction
• 한국 4분기 및 연간 국민소득 : 작년 1인당 국민소득 3만2천달러로 감소…10년만에 최대 ↓
※ 한국은행: 2019년 4/4분기 및 연간 국민소득(잠정)
• 한국 2월 소비자물가: 2월 물가 1.1%↑…코로나 타격에 서비스물가 20년여만에 최소
• 한국 2월 주요 은행 신용대출: 주담대 죄니 '풍선효과'...2월 신용대출 1조 급증
• Indonesia Feb. Manufacturing PMI: Indonesia's manufacturing industry expansive despite virus spread
• Malaysia Benchmark rate: Malaysia Cuts Key Rate as Global Central Banks Act on Virus
• South Africa Q4 GDP: South Africa knocked by second recession in two years
• Australia Benchmark rate: Coronavirus Drives Interest Rates Lower in Australia
• Coronavirus: SCMP Live Updates
[News]
• Fox Business: Fed rate cut to boost homebuyers' spending power
• Fox Business: El-Erian, Brenner, Minerd: Top economists call out the Fed after Wall Street bloodbath
• 매경(P1): 마스크 품귀에…재사용하라는 정부
• 매경(P1): 고용유지지원금 폭증…한달만에 1년치 넘어
• 매경: 구미로 간 이재용 "곧 마스크 벗고 만나자"
• 매경: SK이노, 배터리소송 조기패소 이의제기
• 한경(P1): 코로나 암초에…10대그룹 6곳 "사업계획 전면 수정"
• 한경: 현대차, 전기차 콘셉트카 '프로페시' 공개
※ 조합원 274명 가운데 264명이 투표한 결과 144 대 120으로 금호산업 컨소시엄이 두산건설을 이겼다.
• 서경(P1): [단독] 싱가포르, 4일부터 한국인 입국·경유 전면금지
• 서경: 경자구역 투자유치도 코로나에 막혔다
• 조선(P1): 北김여정 "저능한 청와대, 그렇게 바보스러울까"
• 조선: "얼굴 안보고도 지낼 만하네요"
• 조선: 코로나 덮친 경제… 달러는 더 강해진다
• 중앙: 한국~베트남 하늘길 이달 말까지 전면 중단
• 동아: 삼성 스마트폰 유럽 시장서 호조
• 문화: 수주 릴레이… 일감 가뭄 조선업계 ‘훈풍’
• 경향: 전기차 늘어난대…유럽으로 달려간 배터리업체들
• 머니투데이(P1): [단독] 마스크 공적물량 50→80→100%로…긴급 국가관리
• 머니투데이: 코로나의 습격…'갤S20' 예판 흥행 비상등
• 머니투데이: 전시회 잇단 취소…전시업체 "매출 제로"·中企 "판로 막혀"
• 머니투데이: 1년 만에 100%이상 폭등 팔라듐, 상승세 꺾이나
• MTN: [뉴스후]선진국이 앞장서는 수소시대…올해 키워드는
• 헤럴드경제(P1): 군산, 산업위기지역 ‘2년 더’
• 헤럴드경제: 셧다운에 생산량 급감…국내기업 글로벌 ‘톱티어’가 흔들린다
• 헤럴드경제: “車 영업소도 문만 열었을뿐 사실상 셧다운”
• 헤럴드경제: 렌터카 업계도 ‘코로나19’ 직격탄
• 헤럴드경제: 수도권 석달새 ‘1년 상승분의 절반’ 올랐다
• 헤럴드경제: 서울은 문 닫았는데…부산·대전 분양권 ‘신고가’
• 파이낸셜뉴스(P1): 가동 코앞에 두고… 해외 신공장 올스톱
• 파이낸셜뉴스(P1): 이와중에 '北 개별관광' 꺼낸 정부
• 파이낸셜뉴스: 규제 엎친 데 코로나 덮쳐… 거래절벽·전세난 장기화 조짐
• 파이낸셜뉴스: 소부장 기술자립 R&D에 2027년까지 2525억 투입
• 아시아경제: 印尼 원전 건설, 美 업체서 손 들었다
• 아시아경제: 코로나 와중에 반도체 수출 급증, 왜?
• 아시아경제: 낮아지는 전기요금 인상 기대감… 속앓이 깊어지는 한전
• 디지털타임스(P1): "재택근무… 딴나라 얘기" 멈춰버린 中企·소상공인
• 이데일리: [현장에서]한전 최악 적자는 한전 책임이라는 정부
※ Strategy Analytics: Global Smartphone Market Will Ship -10% Fewer Under the Hit of The Coronavirus Outbreak
• 뉴스1: 부안군 "드론용 수소연료전지 생산 날개 달다"
※ 퓨얼셀랩스·두산모빌리티이노베이션 전략적 제휴
• 뉴스1: 북한에서도 신재생에너지 이용 활발…화력 대체 모색
• 이투데이: 법원 “관급공사 일괄 입찰제한 위법…공정성 침해”
• EBN: '전기차·배터리·태양광' 코로나 무풍지대
• 오마이뉴스: 여영국 "두산중공업 구조조정, 정부 나서서 막아야"
• 팍스넷뉴스: [위기의 두산중공업] 유동성 위기 '경고음'
• 에너지경제: 에너지산업도 중국 눈치보기?…발전·원전·태양광 '잠식' 우려
• 에너지데일리: [기획] 에너지전환 글로벌 리더 독일, 새로운 도전을 준비한다
• 에너지데일리: 전력연구원, 가스터빈 블레이드 국산화 착수했다
• Equipment World: Deere 1Q sales decrease 4%, construction and forestry sales decrease 10%
• Industrial Vehicle Technology: ConExpo registration outpacing 2017 despite health concerns
• 건설경제: 4월 총선 눈치보기? 발묶인 에너지정책
• 건설경제: 새만금 태양광발전 사업 올해 착공
• OilPrice.com: 70% of miners say new business models needed
• MINING.com: 70% of miners say new business models needed
• MIT News: The case for economics — by the numbers
• MIT Technology Review: Industrial giant Honeywell says it’s built the world’s best quantum computer
• 전자신문(P1): 삼성디스플레이, 폴더블 생산 연말까지 月100만대로 확대…소재·부품 협력사 확대 주목
• ZDNet Korea: 베트남 입국장벽에 韓 스마트폰 '플랜B' 착수
• 디지털데일리: 코로나19에 우는 LG이노텍·LG디스플레이
• Network World: Key Takeaways from Cisco’s Annual Internet Report | Network World
• Robotics Business Review: February 2020 investments flow to industrial, field robots
• Robotics Business Review: The essential interview: James Kuffner on motion planning, cloud robotics
• Robot Report: OTTO, Boston Dynamics Handle demo future of warehouse robotics
• Dronelife: Counter Drone Technology is a Fast Growing, Big Money Sector: Citadel Scores Another Win
• Nikkei Asian Review: BOJ ready to join global central bank response to coronavirus
• Nikkei Asian Review: Mask makers contend with new risk in Asia: state intervention
• Nikkei Asian Review: Asia countries add Japan to coronavirus travel restrictions
• Japan Times: Japan adopts pension system reform plan
• Economic Times: Budget 2020 hits the right chord on data and technology: Is India Inc ready for the quantum leap?
• Times of India: Make in India: Government plans Rs 42,000 crore Make in India boost for mobile phones
• Business Standard: Coronavirus scare: PM Narendra Modi takes stock, visa curbs on 4 countries
• Hindustan Times: As coronavirus fears escalate in India, RBI steps in to calm markets
• Folha de S.Paulo: Number of Suspected Coronavirus Cases in Brazil Rises to 433
• Jakarta Post: IDX, BI cushion virus-battered financial markets as investors dump Indonesian assets
• Jakarta Post: ADB to provide Indonesia with $2.7b in loans to support human capital, infrastructure development
• Jakarta Post: Government to ease import procedures as manufacturers look beyond China for sources of raw materials
• Viet Nam News: Businesses seek Government support amid Covid-19 losses
• Viet Nam News: COVID-19: VN needs to respond properly in any circumstances
• Myanmar Times: Power projects on track for completion, ministry says
[Opinions]
• Project Syndicate(Stephen S. Roach): An interview with Stephen S. Roach
• Project Syndicate(Richard N. Haass): How Not to Leave Afghanistan
• Project Syndicate(Koichi Hamada): The Fiscal Fight Against COVID-19
• FT(Martin Sandbu): Fed rate cut sends strong coronavirus signal
• FT(Tony Barber): Angela Merkel is running out of road and should step down
• FT(David Gardner): War of attrition in Syria is spiralling out of control
• FT(Editorial Board): Fed rate cut is no cure-all for coronavirus woes
• FT(Ewan Kirk): Don’t believe the hype about AI and fund management
• FT(Michael Skapinker): Why jargon should not be banished from workplaces
• FT(Jonathan Wheatley): EM bonds appear immune to coronavirus
• FT(Ian Goldin): Globalisation spreads contagion of many kinds
• FT(Jason Bordoff): A flaring tax can end this wasteful practice
• WSJ(Walter Russell Mead): Look Out, World—It’s Sanders
• WSJ(William McGurn): The Democrats’ Israel Problem
• WSJ(Adena Friedman): Capital Is Part of the Coronavirus Cure
• WSJ(Simon Johnson): Warren, Unlike Sanders, Makes the Medicare Math Add Up
• WSJ(John Carlson): A Republican Vote for Bernie Sanders
• NYT(Paul Krugman): Paranoid Politics Goes Viral
• NYT(Paul Krugman): Can the Fed and Friends Save the Economy?
• NYT(David Leonhardt): Flying Blind Into Super Tuesday
• NYT(Michelle Goldberg): Bernie Sanders Can’t Count on New Voters
• NYT(Geremie R. Barmé): China’s Coronavirus Crisis Is Just Beginning
• NYT(William D. Cohan): Coronavirus Gives Investors an Excuse to Cut and Run
• NYT(Hartosh Singh Bal): Why Delhi Police Did Nothing to Stop Attacks on Muslims
• NYT(Binyamin Appelbaum): The Fed Can’t Save Us From the Coronavirus
• NYT(Mara Gay): Mike Bloomberg Heads South
• NYT(Thomas L. Friedman): Forget Super Tuesday. It’s the Day After That Matters.
• NYT(Shmuel Rosner): The Indefatigable, Unbeatable Benjamin Netanyahu
• WP(Lawrence H. Summers): How economic policymakers can respond to the growing shock from coronavirus
• WP(Catherine Rampell): The 2020 elections are being driven by health care. That’s good news for Democrats.
• WP(David Ignatius): How instability in the Middle East could affect Trump’s reelection bid
• WP(Henry Olsen): The U.S. peace deal with the Taliban isn’t good. But it’s still the right strategy.
• WP(Jennifer Rubin): Does Warren want to win this thing?
• WP(Jennifer Rubin): Trump’s new attack on Biden exposes his own unfitness
• WP(Jennifer Rubin): Bernie Sanders and the populist conceit
• WP(Paul Waldman): Sanders is a terribly risky nominee. But so is Biden.
• WP(Editorial Board): Iran’s reaction to coronavirus has become a danger for the world
• WP(Greg Sargent): Trump’s new attack on Biden exposes his own unfitness
• WP(Helaine Olen): Jack Welch’s toxic legacy
• WP(Charles Lane): What Trump’s Afghanistan plan has in common with Nixon’s Paris Peace Accord
• WP(William Pesek): How the coronavirus is shaking up Asia’s political order
• WP(David Byler): This Super Tuesday is impossible to predict
• WP(Blair Glencorse): The fight against Ebola in Liberia offers valuable lessons for beating COVID-19
• Bloomberg(Mohamed A. El-Erian): A Global Economic Shock Needs a Global Solution
• Bloomberg(Daniel Moss): Market Superheros Better Not Disappoint This Time
• Bloomberg(Conor Sen): China’s Economic Data Hints at What the U.S. Can Expect from Coronavirus
• Bloomberg(Tyler Cowen): Bill Gates Is Really Worried About Coronavirus. Here's Why.
• Bloomberg(Mihir Sharma): Trump’s Taliban Deal Is Bad for India
• Bloomberg(Brian Chappatta): Fed Delivers Shock and Awe With a Huge Rate Cut
• Bloomberg(Brian Chappatta): U.S. 10-Year Yield Breaks 1% on Highway to Zero
• Bloomberg(Liam Denning): A 10-Year Plan to Save Oil Frackers (From Themselves)
• Bloomberg(John Authers): Big Bounces Are Poor Stock Market Indicators
• Bloomberg(Nisha Gopalan): Hong Kong's Property Insiders Are in Buy Mode
• Bloomberg(Anjani Trivedi): We Need to Prepare for Pandemics. They’ll Keep Coming
• Bloomberg(Ferdinando Giugliano): How the ECB Can Fight the Coronavirus Crisis
• Bloomberg(Karl W. Smith): What the Coronavirus Demands of the Fed
• Bloomberg(Jonathan Bernstein): Winnowing Is Finally Working for Democrats
• Bloomberg(Jonathan Bernstein): Two Reasons for Trump to Worry About November
• Bloomberg(Ramesh Ponnuru):The Fed Has Plenty of Ammunition Left for Coronavirus
• Bloomberg(Andreas Kluth): A New Refugee Crisis Could Break the EU
• Bloomberg(Bobby Ghosh): Oman’s New Ruler Takes a Big Reform Risk
• Bloomberg(Adam Minter): Coronavirus Is a Risk to the Olympics, in 2020 and Beyond
• Bloomberg(Daniel Gordis): Netanyahu Won, But So Did Israel’s Arabs
• Bloomberg(Stephen L. Carter): Price-Gouging on Coronavirus Masks Isn’t Easy to Fix
• Bloomberg(Chris Hughes): Coronavirus Tester Gets $10 Billion of Good News
• Bloomberg(Elisa Martinuzzi): Financial Traders Are Getting Their Coronavirus Test
• Bloomberg(Jim Bianco): The Fed Did Right Thing, But It's a Whole New Ballgame
• Bloomberg(Virginia Postrel): The World Is a Giant Cruise Ship Called the Covid-19
• CNBC(Willem Marx): Italy, the ‘sick man of Europe,’ tries to administer its own medicine
• CNN(Mark Zandi): Coronavirus will wreak havoc on the US economy
• CNN(James Phillips): I'm an emergency doctor. I expect to get coronavirus
• CNN(David M. Perry): Klobuchar departure sends a strong message
• MarketWatch(Rex Nutting): Why the Fed cut: The coronavirus is taking aim at consumer spending, the heart of the American economy
• MarketWatch(Paul Brandus): Trump is scrambling to make sure the coronavirus isn’t his Katrina
• MarketWatch(Caroline Baum): If the economy is in ‘a good place,’ then why are interest rates so low?
• 중앙(전영기): 중국에 에너지 주권 넘긴 필리핀…한국은 그 길 안 따라야
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