[Markets]
※ Wall Street rallies as Biden becomes front runner
※ S&P recovers Tuesday’s decline
※ U.S. 10-year Treasury yield rises above 1%
※ Crude, gold prices fall
• 한국: 실적의 힘…코로나 조정장서도 신고가 속출
• DRAM: 코로나 사재기에···D램값 올 최고치
[Indicators]
• US Feb. Service PMI: U.S. Service Industries Feel Weight of Coronoavirus Uncertainty
• US Feb. ADP National Employment Report: U.S. Private Sector Adds 183,000 Jobs in February
• Canada Benchmark rate: Bank of Canada Cuts Rates 50 Basis Points, Ready for More
• Eurozone Feb. PMI: Euro-Area Companies Are Set to See Virus-Related Woes Deepen
• China Feb. Caxin Service PMI: Coronavirus: China’s services sector drops to all-time low in latest blow to economy amid Covid-19 outbreak
• 한국 4분기 예금취급기관 산업별 대출금: 빚내 버티는 자영업자들..도소매·숙박 대출 증가율 역대최대
• 한국 2월 아파트 매매 거래량: 코로나發…분양 줄줄이 연기, 거래위축도 심화
• 한국 2월 외환보유액: 2월 외환보유액 6개월만에 감소
• Brazil Q4 GDP: Brazil Economy Grows at Slowest Pace in Three Years
• Vietnam Feb. Industrial production: IIP rises 6.2% in first two months
• Myanmar Feb. Manufacturing PMI: Purchasing index shows slowdown in Myanmar’s manufacturing
• Coronavirus: SCMP Live Updates
[News]
※ Fed: Beige Book
※ The Fund now expects 2020 world growth will be below the 2.9% rate for 2019, and revised forecasts will be issued in the coming weeks, Georgieva said at a news briefing.
• Reuters: EXCLUSIVE-Indian central bank may use unconventional tools to combat coronavirus impact, sources say
• MarketWatch: Here’s what history says about stock-market performance in past instances when the Fed delivers an emergency interest-rate cut
• SCMP: Coronavirus: China’s manufacturing heartland almost back to normal as over 6 million workers return
• 매경(P1): 7세 미만 자녀있는 집에 지역상품권 40만원 준다
※ 기재부: 2020년 추가경정예산안
• 매경(P1): `타다` 결국 멈춘다…금지법 법사위 통과
• 매경: 日, 코로나 핑계로 한국수산물 수입 봉쇄
• 매경: 외투기업 67% "코로나 직격탄 우려"
• 매경: 고양 창릉·탄현, 3기신도시 지구 지정
• 한경(P1): 이주열 한은 총재 "여건변화 감안"…이달 금리인하 가능성
• 서경(P1): 기저질환 없는 확진자 숨져···집단시설감염도 속출
• 조선(P1): 전국 3만명 자가격리… 최고 백신은 '2·2 수칙'
• 조선비즈: '코리아 포비아'에 삼성·LG, 글로벌 비즈니스 비상
• 중앙: 文대통령, UAE-터키 등 3개국 순방 취소
※ UAE 원전 준공식 참석도 무산
• 문화(P1): 무지·무시·무리…靑 ‘3無 시스템’에 ‘마스크 대란’
• 문화(P1): 영업시간 단축… 불꺼진 동대문 상권
※ 두타몰·헬로APM 이미 단축
• 머니투데이: "코로나19 무력화할 항체 찾았다"... 전세계 공개
• 머니투데이: [단독]한국GM, 오는 5일 임금협상 재개…"경영정상화 기로"
• 머니투데이: 구하기 어려운 KF 마스크, 10번까지 쓰는 방법
• 머니투데이: 1인 가구 30% 시대…통계로 본 한국 사회
• 머니투데이: 건설기계도 코로나 충격…갈길 바빠진 'D의 승부수'
• 헤럴드경제(P1): 삼성도 LG도 신제품 행사 제동…산업계, 코로나19 도미노 타격
• 헤럴드경제: “자칫하단 그룹경영 전반 흔들”…총수들 팔걷고 나섰다
• 헤럴드경제: 악전고투 민생·경제 응급처방 불가피…C 확산땐 2차 추경?
• 헤럴드경제: 신남방 외교 ‘불씨 꺼질라’…정부 ‘아세안’ 설득 총력전 나섰다
• 헤럴드경제: 한국, 가계빚 증가속도 ‘세계 4위’
• 파이낸셜뉴스: 국정원 "北주민 7000여명 코로나 격리"… 확진 여부는 확인 안돼
• 파이낸셜뉴스: 손닿는 건 찜찜… 은행 ATM 안전할까?
• 파이낸셜뉴스: 현대重·대우조선 결합심사 속도.. 中·日도 합병·대형화로 한국 견제
• 파이낸셜뉴스: 美 5G폰 10대중 7대 '메이드 인 삼성전자'
• 파이낸셜뉴스: "없으면 공장 멈추는데…" 산업용 방진마스크도 동났다 [현장르포]
• 아시아경제: 재고 쌓이는 SK하이닉스
• 아시아경제: 집값 잡는다면서… 개발 옥죄고 공급 엇박자
• 글로벌이코노믹: [글로벌-Biz 24] 두산인프라코어·두산밥캣, '두 마리 토끼' 잡는다
• 팍스넷뉴스: [위기의 두산중공업] 탈원전 3년, ‘마른 수건’도 짠다
• reNews: GE counting coronavirus costs
• Windpower Monthly: SGRE set to debut 200-metre rotor turbine
• Windpower Monthly: Is a storm brewing over France’s onshore industry?
• Windpower Monthly: First orders for Vestas low-wind turbine
• Construction Equipment: JCB Manufactures Its 750,000th Backhoe
• 건설경제: 감염 억제 자발적 동참…工期연장 보장은 ‘막막’
• 건설경제: 신규 공사 감감무소식…경기 회복 ‘골든 타임’ 놓칠라
• 건설경제: [2020년 추경]규모는 역대급…SOC는 제외
• OilPrice.com: OPEC Source: No Wednesday Deal
• OilPrice.com: OPEC Divided As Saudi Arabia Pushes For Deeper Cuts
• MINING.com: MINING.COM launches EV Battery Metals Index
• MINING.com: Lithium-ion batteries have a new rival – potassium metal
• MIT Technology Review: A new AI chip can perform image recognition tasks in nanoseconds
• 전자신문(P1): 백화점 매장도 전화 주문 받는다...위기의 유통가, 비대면 안심 쇼핑으로 '돌파구'
• 전자신문(P1): 언택트 소비 증가에 공유주방도 활황
• 전자신문: 세계 양자 경쟁에서 뒤처진 韓...경쟁력 2~3년 뒤져
• ZDNet Korea: 삼성, 'AI'로 'AI 반도체' 만들 발판 마련했다
• 디지털데일리: 5G, 세계 최초 상용화 9개월 만에 인기 ‘시들’
• Hannover Messe News: HANNOVER MESSE 2020 postponed
※ postponed to the week of 13 to 17 July
• Robotics Business Review: SuperPick Polybag Picking System, designed to handle product returns, to debut at MODEX
• Robotics Tomorrow: The Incredible Potential of Soft Robotics
• University of Michigan News: ‘It’s like you have a hand again’: An ultra-precise mind-controlled prosthetic
• 로봇신문: 일본우편, 자율배송 로봇 실증실험 실시
• 로봇신문: 中 충칭 5G 로봇,'5m 범위 내 10명 체온 측정'
• 로봇신문: 中, 로봇 수요ㆍ공급 이어주는 '로봇 매칭 서비스' 운영
• 로봇신문: [IP DAILY]미래 자동차 기술 전쟁에서 최종 승자는?
• Nikkei Asian Review: Japan's coronavirus cases reach 1,000
• Nikkei Asian Review: Mask shortage in Japan to linger despite Abe's production push
• Nikkei Asian Review: Canon looks to OLED material in quest for new growth
• Nikkei Asian Review: Coronavirus latest: Tokyo game cancellation not discussed, IOC chief
• Nikkei Asian Review: Toyota's China sales sink 70% in Feb on coronavirus epidemic
• Nikkei Asian Review: Last time a Chinese leader delayed a Japan trip, it didn't end well
• Nikkei Asian Review: Asia must rely less on dollar to cushion shocks: ADB chief
• Economic Times: Amid coronavirus scare, Jio may opt for multiple vendors
• Economic Times: Will Coal India become the next BSNL?
• Business Standard: Coronavirus: India Inc steps up act to contain crisis as tally reaches 29
• Moscow Times: Putin’s Spending Boost Won’t Be Enough To Lift Russians Out of Poverty, Audit Chamber Warns
• Jakarta Post: BI sees room for more easing to jack up weakening economy
• Viet Nam News: Covid-19 hasn't harmed Vietnamese exporters to Japan and Korea yet
[Opinions]
• Project Syndicate(Yoichi Funabashi): Will American Populism Damage Japan?
• Project Syndicate(Minxin Pei): Will the Coronavirus Topple China’s One-Party Regime?
• Project Syndicate(James K. Galbraith): How America Can Beat COVID-19
• Project Syndicate(Joseph S. Nye, Jr.): What Is a Moral Foreign Policy?
• FT(David Malpass): Coronavirus is a warning to strengthen health systems
• FT(Janan Ganesh): Biden’s surge proves the resilience of the centre
• FT(Edward Luce): The stunning resurrection of Joe Biden
• FT(Lex): Rate cuts/profits: no silver bullets
• FT(George Soros): Europe must confront Putin’s war crimes in Syria
• FT(Andrew Edgecliffe-Johnson): Coronavirus poses test of capitalism’s stakeholder conversion
• FT(Richard Henderson): Exchange-traded funds pass test of their resilience
• FT(Tommy Stubbington): What bond markets tell us about Lagarde’s next move
• FT(Mohamed El-Erian): Coronavirus raises risk of trouble in corporate bonds
• WSJ(Holman W. Jenkins, Jr.): A Corona-Sanders Panic Ebbs?
• WSJ(Karl Rove): Biden May Be Saving the Democrats
• WSJ(William A. Galston): Joe Biden Gets Back in the Ring
• WSJ(Luciana Borio, Scott Gottlieb): Covid-19 May Have You Working At Home
• WSJ(Jason L. Riley): The Second Coming of Eugene V. Debs
• NYT(David Leonhardt): Why Joe Biden Is Winning
• NYT(Nicholas Kristof): Why Biden Is the Change Candidate
• NYT(Ross Douthat): The Great Biden Consolidation
• NYT(Thomas B. Edsall): Trump Has His Sights Set on Black Voters
• NYT(Farhad Manjoo): Coronavirus Is What You Get When You Ignore Science
• NYT(Keeanga-Yamahtta Taylor): Joe Biden’s Success Shows We Gave Obama a Free Pass
• NYT(Spencer Bokat-Lindell): After Super Tuesday, What Happens if There’s No Winner?
• NYT(Jennifer Finney Boylan): Bernie Angry. Bernie Smash!
• WP(Editorial Board): The coronavirus is a reminder that Fed independence is vital
• WP(Robert J. Samuelson): The Fed gambled — and lost
• WP(Henry Olsen): Elizabeth Warren persisted — and broke the progressive cause in the process
• WP(Dana Milbank): The Sanders revolution has stalled
• WP(Jennifer Rubin): Super Tuesday gave Joe Biden the historic surge he needed
• WP(Jennifer Rubin): These myths died on Super Tuesday
• WP(Jennifer Rubin): Why Elizabeth Warren never caught on
• WP(Jennifer Rubin): Bloomberg disproves the left’s attack
• WP(E.J. Dionne Jr.):The Biden surge was all about Trump
• WP(George F. Will): Sensible Americans might be saved from dismay in November
• WP(Paul Waldman): Will ‘pragmatism’ and ‘realism’ doom Democratic chances against Trump?
• WP(Karen Tumulty): Democrats picked pragmatism. It should terrify Trump.
• WP(Greg Sargent): Trump’s ugly new strategy against surging Biden undercuts itself
• WP(Greg Sargent): Bernie Sanders faces his biggest test yet
• WP(Megan McArdle): Elizabeth Warren focused on her core voters. There weren’t enough of them.
• WP(David Byler): Democrats just solved their prisoner’s dilemma
• WP(Robert Shapiro): Coronavirus is an economic battle the Federal Reserve can’t win
• WP(Brian Klaas): Biden should seize the moment and announce his running mate
• WP(Joe Scarborough): Joe Biden is back in business. But can he hold his lead?
• WP(Christine Emba): The star of Super Tuesday wasn’t Joe Biden’s win. It was Jill’s tackle.
• WP(Stephen Stromberg): Mike Bloomberg is out of the Democratic primary. Now he must atone.
• WP(Joe Klein): I was the 1968 version of a Bernie Bro. I still regret it.
• Bloomberg(Daniel Moss): The Fed's Rate Cut Is Just the Excuse We Need
• Bloomberg(David Fickling): What If You Can't Afford to Fight Coronavirus?
• Bloomberg(Noah Smith): Coronavirus Might Make Americans Miss Big Government
• Bloomberg(Tim Duy): Market Response Doesn’t Mean the Fed Is Useless
• Bloomberg(Andy Mukherjee): Hong Kong’s Helicopter Money Struggles for Lift
• Bloomberg(Shuli Ren): Starting to Feel Like China's Got a Handle on Things?
• Bloomberg(Liam Denning): OPEC’s Capacity for Shock and Awe Is Limited
• Bloomberg(John Authers): Alexander Hamilton’s Creations Are in Uncharted Territory
• Bloomberg(Barry Ritholtz): How to Fix the Federal Reserve
• Bloomberg(Brooke Sutherland): GE’s Big Worry Is a Virus, and That Counts as a Win
• Bloomberg(Ferdinando Giugliano): The Fed's Guns Have Been Spiked By Reluctant Friends
• Bloomberg(Lionel Laurent): Pizza Deliverers Are Doubly Exposed to the Coronavirus
• Bloomberg(Jonathan Bernstein): Biden Takes Command
• Bloomberg(Jonathan Bernstein): Defending the Early States After Super Tuesday
• Bloomberg(Eli Lake): Iran’s Secret Nuclear Past Is Now Coming Into Focus
• Bloomberg(Francis Wilkinson): Biden Should Begin Calling Alexandria Ocasio-Cortez Now
• Bloomberg(Bobby Ghosh): Coronavirus Just Made Iraq’s Political Crisis Worse
• Bloomberg(Stephen L. Carter): Biden, Sanders Aren’t That Old (Relatively Speaking)
• Bloomberg(Andrea Felsted): Shopping Malls Face Their Coronavirus Reckoning
• Bloomberg(Elaine Ou): Tech Companies Can Track Your Panicky Coronavirus Searches
• Bloomberg(Narayana Kocherlakota): Congress Has an $8 Billion Plan for Coronavirus. It's Not Enough.
• CNBC(Jake Novak): Biden has one thing to thank for his resurgence: Fear
• CNN(Frida Ghitis et al): How Bernie Sanders' juggernaut got stopped
• CNN(Paul Begala): Texas made Biden the Comeback Cowboy
• CNN(Issac Bailey): Black voters know the only thing that matters
• MarketWatch(Rex Nutting): The coronavirus is taking aim at consumer spending, the heart of the American economy
• MarketWatch(Daniel Hyman): The Fed has one more surprising way to jolt the economy
• MarketWatch(Jennifer M. Silva): Don’t discount the support for Bernie Sanders in Trump country
• 문화(박남규): 한전·두산重까지 망치는 탈원전 정책
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