[Markets]
※ Stocks snap large gains made after Biden’s strong showing
※ S&P 500 closes 10.7% lower from all-time closing high
※ Dollar slumps as traders look for another Fed rate cut
※ Oil falls on virus concerns even as OPEC agrees to output cuts - FuelCellsWorks
[Indicators]
• US Weekly Mortgage rates: Mortgage Rates Hit Record Low, but Coronavirus May Deter Buyers
• 한국 1월 경상수지: 1월 경상흑자 10억불, 전년대비 23억달러↓ "코로나 영향 미미"
• 한국 주간 아파트 가격:[아파트 시황] 2·20대책·코로나 맞물려…수원·의왕 `주춤`
• Coronavirus: SCMP Live Updates
[News]
• Bloomberg: How Much Will the Coronavirus Hurt the U.S. Economy?
• CNN: Japan's coronavirus infection rate could be 'tip of the iceberg' as experts call for more testing
• CNBC: Apple, Microsoft, Google look to move production away from China. That’s not going to be easy
• Fox Business: Trump to tout economic record in Joe Biden's back yard
• Global Times: China irreplaceable in supply chain despite decoupling headwinds
• 매경(P1): 하루 1천개社 `SOS`…고용지원금 폭증
• 매경(P1): SK에너지 공장가동률 15% 낮춘다
• 매경(P1): 특급호텔 90%가 빈방
• 매경: "대기업 과세정보 활용…일감몰아주기 조사"
• 매경: 구광모의 특명…LG `개방형 혁신` 잰걸음
• 매경: KCFT, 車배터리용 동박공장 증설
• 매경: [단독] 서울서 6억이하 아파트가 안보인다
• 한경(P1): 코로나 불황…'서민경제 실핏줄' 터진다
• 한경(P1): 정부가 키운 '메자닌 거품'…기업들 '10조원 상환 요청' 밀려오나 불안
• 한경: 쏟아지는 주주제안…"올해 역대최다"
• 한경: 코로나發 경기침체 공포…신용위기 지표를 보라
• 서경(P1): 봉화요양원서 47명 무더기 확진···사회복지시설 '새 뇌관'으로 부상
• 서경(P1): S&P, 2주만에 韓 성장률 1.6%→1.1%로 낮춰
※ 아태 지역의 올해 경제성장률이 글로벌 금융위기 이후 최저 수준인 4.0%로 둔화하고 코로나19로 인한 경제적 손실은 약 250조원(2,110억달러)에 이를 것
• 서경(P1): "소폭 금리인하 효과 적어···아꼈다 빅스텝해야"
• 서경: 면세점 이어 백화점·아울렛도 단축영업
• 조선(P1): 김여정 靑 비난 다음날, 김정은 "방역 협력하자" 친서
• 조선(P1): 日, 사실상 한국인 입국금지… 외교부 "일본인 격리 추진
• 조선: 일본에 이어 미국도 '한국인 입국 제한'하나
• 조선: 완치율 중국 65%, 한국 1.5%
• 조선: 여행사 한달 예약 0건
• 조선: 강남·마용성 공시가격 30~50% 뛴다
• 조선비즈: 소신과 다른 정책 만드는 관료들…"눈치껏 알아서 행동
• 조선비즈: 갤럭시Z플립 완판 행렬에… 베트남으로 달려간 삼성디스플레이
• 조선비즈: 우한 코로나로 IPO 철회 첫 사례 발생
• 조선비즈: 현대차·현대건설기계에 잇따른 확진자...긴장감 감도는 울산
• 중앙(P1): 마스크 5부제 분노 "1개로 사흘씩? 어떻게 버티라는 거냐"
• 동아: 시진핑 訪日 연기… 상반기 訪韓 힘들듯
• 문화(P1): “코로나 충격 韓경제 GDP 최소37兆 감소”
• 국민(P1): 폐업 갈림길에 선 타다 ‘1년5개월의 실험’
• 서울: 고성에 무공해 ‘수소연료전지발전소’
• 세계(P1): 9일부터 공항 ‘3단계 방역’… “시간 오래 걸려… 공항에 서둘러 와야”
• 머니투데이(P1): 코로나19가 두려워 한국을 떠날 美 기업은?…"없습니다"
• 머니투데이: 코로나19 사태로 3월 수출 부진이 더 걱정
• 헤럴드경제(P1): 집값 급등할 때 1020 ‘강남 집으로’
• 헤럴드경제(P1): 러에선 길거리 불심검문도…지구촌 곳곳 ‘수난의 한국인’
• 헤럴드경제: “접으니 잡혔다”…갤럭시Z플립 ‘女心’ 강타
• 파이낸셜뉴스: "노후 인프라 개선에 지역개발기금 활용해야"
• 아시아경제(P1): 롯데 신동빈 "성공 경험 버리고, 사상 최대 구조조정 단행"
• 아시아경제: 경제원로들 "추경도 좋지만…경제정책 방향키 돌려야"
• 이데일리: 준비되지 않은 재택근무 실험..업무한계 Vs 또다른 기회
• YTN: 돌연변이 속도 빨라 ..."비정상적인 상황"
• 뉴스토마토: 북미 비중 절대적…두산밥캣, 코로나19 '무풍지대'
• 더벨: 두산·현대百, 면세점서 엇갈린 희비
※ 더벨: 이번 투자에는 특수목적용 기계제조 업체인 두산메카텍도 참여
• 비즈니스포스트: 두산건설, 보유 자사주 3.43% 모두를 모회사 두산중공업에 매각
• EBN: 두산 박정원 체제 4년, 빛과 그림자는
• 팍스넷뉴스: [위기의 두산중공업] 신용등급 추가 하락 가능성은
• JTBC: 신분증 챙기고, 구매 가능일 체크…'마스크 5부제' Q&A
• 에너지데일리: “중국, 올해 신규 재생에너지 프로젝트에 보조금 50억 위안 지급한다”
• KHL: Volvo pulls out of ConExpo
• Equipment Journal: Doosan debuts new ADTs, loaders and excavators at ConExpo
• Equipment Journal: Caterpillar to introduce 5 new excavators, dozer and backhoe at ConExpo
• For Construction Pros: Bobcat to Debut New Products and Technologies at CONEXPO 2020
• Industrial Vehicle Technology: Latest JCB wheel loaders offer greater fuel efficiency
• Industrial Vehicle Technology: Four essential questions to ask when choosing a new excavator
• 건설경제: “ESS 생태계 살리자”…정부ㆍ업계 노력 분주
• OilPrice.com: Analysts Continue To Slash Oil Demand Growth Estimates
• MINING.com: Glencore’s expansion of Hunter Valley coal mine approved
• MIT Technology Review: This is how North Korea uses cutting-edge crypto money laundering to steal millions
• MIT Technology Review: Why the CDC botched its coronavirus testing
• 전자신문: [이슈분석] "반도체 공급망 강화"…삼성 선택에도 촉각
• 전자신문: 줄줄이 밀리는 산업전시회…기계업계 전략 수정 불가피
• 전자신문: 두산중공업, 희망퇴직 접수 마감…사업 체질 개선 본격화
• 디지털데일리: 中 디스플레이, OLED 대세화 동참…韓 장비업체 분주
• 디지털데일리: 갤럭시S20울트라 분해해보니·…“이미지센서, 아이폰11프로 2배”
• Phone Arena: Big iPhone 12 Pro leak details 64MP cameras, bigger battery, notch plans, 5G and more
• Robotics Business Review: Robot companies preparing for MODEX among coronavirus concerns
• Robotics Tomorrow: Robotic Assistance and the Future of Energy Sustainability
• Inbound Logistics: How Is Coronavirus Impacting E-Commerce?
• 물류신문: 온라인 유통업계 지각변동, 물류시장엔 어떤 영향이
• Nikkei Asian Review: Companies fret over how much to disclose on coronavirus risks
• Nikkei Asian Review: SoftBank kicks off Japan's 5G race with March launch
• Nikkei Asian Review: BOJ's coronavirus challenge has echoes of Lehman crisis
• Nikkei Asian Review: Last time a Chinese leader delayed a Japan trip, it didn't end well
• Nikkei Asian Review: Asia's small-satellite revolution promises big opportunities
• Folha de S.Paulo: Ministry of Health Confirms 4th Coronavirus Case in Brazil
• Moscow Times: Russian Businesses Show Few Signs of Coronavirus Hit, For Now
• Jakarta Post: Indonesia's domestically driven economy could be blessing in disguise amid outbreak: ADB
• Viet Nam News: India and Việt Nam to promote trade during Covid-19
• Myanmar Times: Investments unaffected by COVID-19 so far
[Opinions]
• Project Syndicate(Shlomo Ben-Ami): Netanyahu Again?
• Project Syndicate(Nina L. Khrushcheva): From Dreyfus to the Donald
• Project Syndicate(Adaora Okoli): Preparing Africa for COVID-19
• Project Syndicate(Arkebe Oqubay): Stop the Posturing on COVID-19
• FT(Editorial Board): EU’s climate law faces criticism on all fronts
• FT(Philip Stephens): Coronavirus lays a political minefield
• FT(Gillian Tett): Coronavirus will hit gig workers particularly hard
• FT(Edward Luce): Donald Trump is cutting the knot with Afghanistan
• FT(Martin Sandbu): Wealthy Americans need not fear Nordic-style socialism
• FT(Chris Giles): The Treasury has two dirty secrets on its fiscal rules
• FT(Robin Wigglesworth): Don’t give up on the Fed’s virus-fighting powers
• FT(Constanze Stelzenmüller): The fratboys vying to succeed Angela Merkel
• FT(Richard Waters): US and China calculate on supercomputer dominance
• FT(Simon Kuper): Take long lunches, go home at four: tips for the modern boss
• FT(Chris Cummings): Climate change tops agenda at UK voting season
• FT(Daniel Dombey): Spanish business wary of changing political priorities
• WSJ(Daniel Henninger): Socialism Just Bombed
• WSJ(Steven Grey): Bonds Aren’t as Safe as You Think
• WSJ(Yousef Al Otaiba): A Successful Mideast Nuclear Deal
• NYT(Paul Krugman): Bernie Sanders Is Going for Broke
• NYT(Mara Gay): Why Southern Democrats Saved Biden
• NYT(Timothy Shenk): Elizabeth Warren Was the Wrong Kind of Radical
• NYT(Wufei Yu): Coronavirus: Revenge of the Pangolins?
• NYT(Elizabeth Bruenig): How Bernie Sanders Can Still Win It All
• NYT(Gail Collins): The Presidency Is an Old Boys’ Club
• NYT(Charlie Warzel): Bloomberg’s $500 Million Experiment Worked
• NYT(Gail Collins, Bret Stephens): Bernie and Joe’s Excellent Adventure
• WP(Editorial Board): Democrats, a scorched-earth competition will only help Trump
• WP(Editorial Board): China is using the cover of coronavirus to escalate its repression in Hong Kong
• WP(Dana Milbank): Bloomberg’s problem is he spent too little
• WP(Jennifer Rubin): A big reason for Democrats to be happy
• WP(Jennifer Rubin): Joe Biden demolishes the ‘corporate establishment’ canard
• WP(Paul Waldman): Warren’s wrenching downfall says something terrible about 2020
• WP(Greg Sargent): Bloomberg is putting his fortune to good use: Destroying Trump
• WP(Helaine Olen): Bloomberg is the latest rich politician to learn money can’t buy love — or votes
• WP(Asli Aydintasbas): Erdogan has made terrible mistakes, but it’s time for the West to help Turkey in Syria
• WP(Richard E. Besser): As coronavirus spreads, the bill for our public health failures is due
• WP(Rahm Emanuel): Democrats need to focus on politics over policies
• Bloomberg(Justin Fox): How Bad Is the Coronavirus? Let’s Run the Numbers
• Bloomberg(Justin Fox): For a Germaphobe, Trump Is Pretty Bad at Fighting Viruses
• Bloomberg(Noah Smith): Countries Can Still Get Rich From Manufacturing
• Bloomberg(Mac Margolis): Coronavirus Adds to Brazil’s Public Health Pileup
• Bloomberg(Brian Chappatta): Repo Madness 2.0? Not Yet, But Forget About Fed Tapering
• Bloomberg(John Authers): It's Biden's Bounce But Newton's Stock Market
• Bloomberg(Clara Ferreira Marques): The Coronavirus Is a Human Credit Crunch
• Bloomberg(Therese Raphael): Trump’s ‘Big’ Trade Offer Is Really Very Puny
• Bloomberg(Karl W. Smith): Sanders and Trump Might Actually Agree About the Fed
• Bloomberg(Jonathan Bernstein): How Biden Rebounded
• Bloomberg(Eli Lake): The U.S.-U.K. Alliance Could Soon Get Much Weaker
• Bloomberg(Francis Wilkinson): Elizabeth Warren’s Graceful Surrender
• Bloomberg(Michael R. Strain): How Congress Could Fire Up a Coronavirus Economy
• Bloomberg(Tim Culpan): Here's a Contagion That Beijing May Be Able to Stop
• Bloomberg(Sinan Ulgen): Turkey is Learning Why NATO Membership Matters
• CNBC(Jake Novak): Biden can finish off Sanders by doing these 4 things
• CNBC(Bob Pisani): Wall Street bulls and bears fight over what the economic recovery from coronavirus will look like
• CNN(Jeffrey Sachs): The Trump administration's ludicrous approach to coronavirus vaccine
• CNN(John Avlon): What Super Tuesday exit polls tell us about Sanders' ceiling and Biden's 'Avengers'
• CNN(David Gergen): Three keys to Biden's miraculous comeback
• MarketWatch(Pierre Briançon): The IMF pledges $50 billion as coronavirus stimulus. What is Europe waiting for?
• MarketWatch(Jay Shambaugh): Five things fiscal policy could do to fight the COVID-19 outbreak
• Nikkei Asian Review(Adam S. Posen): Bank of Japan's policies have been a success
• 매경(조환익): 제2의 바라카 원전기적 보고싶다
• 한경(김익환): '나쁜 지표' 애써 포장하는 한국은행
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