[Markets]
※ Markets gain on investor hope of monetary, fiscal stimulus
※ U.S. stocks climb almost 5% but Europe closes lower
※ Oil prices bounce 10% after huge drop; gold prices fall 1%
[Indicators]
• Global 2월 선박발주: 한국, 지난달 세계 선박 발주량의 70% 수주
• US Feb. L.A. Port cargo volumes: Cargo Volumes at L.A. Port Fell 23% in February
• Eurozone Q4 GDP(revision): Euro-Area Economy Was Barely Growing Before Virus Hit Activity
• Eurozone Jan. Industrial production: Eurozone industrial production rebounds before coronavirus hits
• China Feb. CPI·PPI: China’s Inflation Slows as Coronavirus Locks Down Economy
• 한국 1월 재정수지: '코로나 추경' 앞뒀는데..1월부터 나라살림 적자
• Turkey Dec. Employment: Turkey Risks a Jobless Recovery After Unemployment Turns Higher
• Coronavirus: SCMP Live Updates
[News]
• Bloomberg: Japan Can’t Quit Its Dirty Dependence on Coal
• Reuters: Exclusive: Indonesia considers 2032 Olympics bid for new capital city with SoftBank's help
• CNBC: Robert Shiller: Coronavirus is creating a ‘dangerous time’ for markets, panic is just starting
• Fox Business: What Trump’s payroll tax cut would mean for your wallet
• 매경(P1): 전대미문 `더블쇼크`…후폭풍 가늠 안돼
• 매경(P1): 공매도 금지종목 두배로 확대
• 매경(P1): 공매도, 전면 아닌 부분금지…삼성重 등 12곳 11일 적용
• 매경(P1): 文 "기업인은 해외입국 가능하게 하라"
• 매경: 기업인 입국, 中·베트남등 6개국 우선 추진
• 매경(P1): "천재지변이다, 아니다"…위약금 분쟁 8배 폭증
• 매경: 마윈, 日기증 마스크에 한국産 섞여있어 논란
• 매경: 中 상하이서 열리는 CES아시아 전격 연기
• 매경: 두산중공업 결국…휴업 검토
• 매경: "韓반도체 코로나 타격 미미…삼성과 협업"
• 매경: 전세도 잠겼다…"일단 한두달만 연장합시다"
• 매경: 6억이상 집사면 자금조달계획서 내야
• 한경(P1): "금융·실물 복합위기에 직면…가계·자영업 빚이 뇌관될 것"
• 서경(P1): 복합위기···정책기조 대전환으로 생존플랜 짜라
• 서경: 중국산 재고 급증에...신음하는 국내 철강
• 조선(P1): 당장 문닫을 판에… 코로나 지원금 심사만 두달
• 조선비즈: 3기신도시 택지에 쏠린 건설업계의 눈… 벌떼입찰 사라질까
• 조선비즈: "가뜩이나 정족수 부족한데"… 코로나에 정기 주총 '비상'
• 조선비즈: 삼성重, 코로나19로 불가항력 협의 요청… "영향은 미미"
• 조선비즈: 국내 다국적 기업 77% "코로나 여파로 수요 감소 예상"
• IT조선: 코로나19로 막힌 경제 5G로 뚫는다
• 중앙(P1): 공적 마스크 늘리자, 산업현장 마스크 말랐다
• 중앙: 갤S20·아이폰 ‘동폰상련’
• 중앙: 코로나로 분양가상한제 연기?
• 동아(P1): 구로 콜센터 86명 확진… 수도권 23곳서 출퇴근
• 동아: 고용센터마다 실업급여 신청 긴 줄
• 문화(P1): 민주, 한노총과 ‘親노동 총선공약’… 재계 “총선용 포퓰리즘” 반발
• 문화: 전국 지자체 현안사업 ‘코로나 올스톱’
• 국민(P1): 맨발에 비닐장갑…서울 한복판 ‘공포의 풍경’
• 경향(P1): 재난 ‘긴급 지원’이냐, 포퓰리즘 ‘퍼주기’냐
• 경향(P1): 전주시, 국내 최초로 ‘재난기본소득’ 도입한다
• 머니투데이(P1): "코로나에 감산실패, 역(逆)오일쇼크"…막오른 '유가전쟁'
• 머니투데이: '코로나19'와 무관한 세입경정…하반기에 또?
• 머니투데이: 주담대 금리 최저 연 2.1%대까지 '뚝'…'1%대 주담대' 눈앞
• 머니투데이: 한 리서치센터장의 경고…"현 증시, IMF 직전과 비슷"
• 헤럴드경제: 한은 “글로벌금융, 코로나충격 장기화 무게”
• 헤럴드경제: 12·16 이후…속도 더딘 강남 재건축 집값 ‘억’소리
• 헤럴드경제: ‘C쇼크’에 발목 잡힌 기업 구조조정
※ 10일 재계에 따르면 희망퇴직을 진행 중인 두산중공업은 신청자에 대한 일대일 면접을 앞두고 고민에 빠졌다.
• 헤럴드경제: 증권 집단소송제도 도입 15년…실제 소송 건수는 10건뿐
• 아시아경제: 韓관광객 입국제한에 베트남 한인 경제도 휘청
• 아시아경제: '생산→판매 절벽' 급속 전염…車업계 '코로나 악순환' 현실화
• 아시아경제: 원전 수출 1호…"내친김에 사우디·유럽 수주도 박차"
• 디지털타임스(P1): 앓아누운 경제… 기업도 `시름시름`
※ (주)두산은 상품권판매업 등을 추가할 예정
• 더벨: 네오플럭스, 올해 첫 블라인드 펀드 추진
• 비즈니스포스트: "두산퓨얼셀 주가 오를 힘 다져", 연료전지시장 확대로 실적 좋아져
※ 현대차증권: 두산퓨얼셀(336260)아폴로11호를 달에 보낸 기술력
• reNews: Goldman Sachs JV targets solar spree
• reNews: US energy storage ‘surges in Q4 2019’
• reNews: European wind output hits February high
• reNews: Solar industry calls for net zero budget
• 에너지경제: 한수원 '폴란드·체코 원전 수주 활동 활발히 펼치고 있어'
• 에너지경제: "RPS 개선 가능성 시사"…전태협·산업부·에너지공단 간담회 진행
• 에너지데일리: “중국 전기차 배터리 시장 침체 계속되고 있다”
• Equipment World: Cat Unveils New D7 Dozer: Bigger, Stronger, Smarter (VIDEO)
• Equipment World: Wells Fargo reports equipment industry optimism for 2020
• For Construction Pros: [PODCAST] Caterpillar's Fred Rio Talks About the Roadmap for Autonomy on Construction Jobsites
• For Construction Pros: Doosan Unveils DX800LC-7 Crawler Excavator at CONEXPO
• For Construction Pros: Caterpillar Expands Cat Command Remote Control and Semi-Autonomous Offerings
• Industrial Vehicle Technology: All systems go at ConExpo despite cancellations due to coronavirus
• Industrial Vehicle Technology: Volvo retains ConExpo display despite late withdrawal
• 건설경제: 코로나19로 공사중지 현장 속속 등장
• 건설경제: 한국형 원전, 코로나19에 ‘발목
• OilPrice.com: Gas Could Be In Even Bigger Trouble Than Oil
• OilPrice.com: Oil Price War Could Wreak Havoc On Eurasian Economies
• OilPrice.com: Only 5 Shale Drillers Are Still Profitable At $31 Oil
• OilPrice.com: Major Bank Slashes Oil Price Forecast By $16
• OilPrice.com: US Goes After Iran’s Floating Oil Storage
• CNET: Avoid coronavirus: 9 practical tips to limit your risk without cutting yourself off from the world
• 전자신문(P1): 마스크 줄서기 줄인다…정부, 약국에 스타트업 '스마트웨이팅' 도입
• ZDNet Korea: "LGD 대형 OLED 생산량 당초 예상보다 10% 줄 수도"
• ZDNet Korea: 韓 입국금지, 반도체도 막을까..日 PC업체 비상
• 디지털데일리: 메모리반도체 바닥 찍었다…반도체 업계, 실적 '기지개'
• Phone Arena: All Samsung Galaxy S20 phones suffer from a terrible front camera bug that will ruin your selfies
• Hannover Messe News: In Denmark, the biggest cobot center in the world is being built
• Robotics & Automation News: How AI Affects the Robotics Industry and What the Future Holds
• Robotics & Automation News: Kassow Robots begins production of two new 7-axis collaborative robots
• Robotics & Automation News: Brain Corp and Dane Technologies partner to build autonomous delivery solutions
• Robotics Business Review: Companies report success on roadway mapping using low-cost sensors
• Robotics Tomorrow: Good Things Come in Automated Packages
• Robot Report: Uber’s self-driving cars resume testing in California
• 로봇신문: 중국 칭화대, 코로나19 검진용 이동 로봇 개발
• Dronelife: China is Using Technology to Battle the Coronavirus – in Some Ways that Won’t Fly in the U.S.
• Inside Logistics: Cobots populate Universal Robots booth presence
• Nikkei Asian Review: Cabinet approves bill to enable Abe to declare coronavirus emergency
• Nikkei Asian Review: Toyota pumps brakes on Lexus production as China sales drop
• Nikkei Asian Review: Asia's winners and losers from mayhem in the markets
• Nikkei Asian Review: Japan's ruling party and BOJ squabble over digital yen
• Nikkei Asian Review: Japanese shun city centers as coronavirus fears set in
• Nikkei Asian Review: How Modi won India's elections but paralyzed the economy
• Economic Times: RBI to submit Yes Bank revival plan to cabinet for approval soon
• Economic Times: India calls US move on duty probe relaxation unfair
• Jakarta Post: ‘We have many tanks to fill’: Indonesia to make the most out of globally low oil prices
• Jakarta Post: Indonesia prepares additional measures to stabilize markets, halt tax payments amid virus risks
• Jakarta Post: State budget deficit may pass 3 percent ceiling if situation gets worse, analyst warns
• Jakarta Post: Omnibus bill may reduce efficiency, regional incomes: Experts
• Viet Nam News: Priorities for ASEAN Economic Community approved
• Myanmar Times: Solar power gains ground in Sagaing
[Opinions]
• Project Syndicate(Barry Eichengreen): Coronanomics 101
• Project Syndicate(Anatole Kaletsky): COVID-19 by the Numbers
• Project Syndicate(Willem H. Buiter): The Wealth and Health of Nations
• Project Syndicate(Lucrezia Reichlin): COVID-19 Is an Opportunity for Europe
• Project Syndicate(Alexander Mikaberidze): Napoleon’s Middle East Legacy
• FT(David Gardner): Crown prince strikes again with palace coup and oil war
• FT(Robin Wigglesworth): Why investors should brace for aftershocks
• FT(Robin Harding): Coronavirus risks the return of currency wars
• FT(Sebastian Mallaby): UK Budget can slay the pessimism that fed populism
• FT(Joseph Cotterill): South Africa’s ANC governance crisis smoulders on
• FT(Cat Rutter Pooley): Oil explorers Premier and Tullow caught short by debt
• FT(Hung Tran): Coronavirus and debt: a toxic mix
• FT(John Redwood): Switching out of shares in a battered market
• FT(David Sheppard): Russia is digging in for a long battle in the oil price war
• WSJ(Walter Russell Mead): Trump and the Pandemic
• WSJ(William McGurn): And Now a Word for Laissez-Faire
• WSJ(Daniel Yergin): Covid-19 Makes Oil Markets Sweat
• NYT(Editorial Board): What the Economy Needs From President Trump
• NYT(Sarah Longwell): ‘Never Trump’ Republicans Will Support Biden, Not Sanders
• NYT(Elizabeth Bruenig): Bernie Sanders Versus the World
• NYT(Gail Collins, Bret Stephens): Joe Biden Is No Longer Toast
• NYT(Thomas L. Friedman): Joe Biden, Not Bernie Sanders, Is the True Scandinavian
• WP(Henry Olsen): There’s no need to panic about a recession
• WP(Dana Milbank): Coronavirus shows now is when we pay the price for Trump’s deceptions
• WP(Jennifer Rubin): Another Tuesday, another wake-up call for Bernie Sanders?
• WP(Jennifer Rubin): Sunday’s debate is a chance to finally hold Bernie Sanders accountable
• WP(David Von Drehle): If Trump doesn’t like the coronavirus news now, he’ll hate what comes next
• WP(Paul Waldman, Greg Sargent ): Trump is in trouble. Democrats must drive a hard bargain — now.
• WP(Helaine Olen): No, President Trump. The coronavirus won’t be fixed by positive thinking.
• WP(Mitch Daniels): Why the Midwest is seeing a resurgence
• WP(Katrina vanden Heuvel): It’s propaganda, all right — against Bernie Sanders
• WP(Samuel Kimbriel): The coronavirus is not an economic story
• WP(Sheldon Whitehouse, James Slevin): Carbon pricing represents the best answer to our climate danger
• Bloomberg(David Fickling): What the Oil Price Crash Means for the Climate
• Bloomberg(Conor Sen): Bond Buyers Won’t Like the Coronavirus Stimulus
• Bloomberg(Justin Fox): Remember the Last Global Pandemic? Probably Not
• Bloomberg(Noah Smith): Best Coronavirus Response? QE Plus Infrastructure Spending
• Bloomberg(Tyler Cowen): The U.S. Economy Is Now in Uncharted Waters
• Bloomberg(Andy Mukherjee): Central Banks Need to Sober Up for This Panic
• Bloomberg(Shuli Ren): The Last Place You'd Think to Hide in a Meltdown
• Bloomberg(John Authers): Markets Walked Off the Cliff. Will They Look Down?
• Bloomberg(Robert Burgess): Nothing's Working for Stocks Except the Math
• Bloomberg(Anjani Trivedi): Roads to Nowhere Won’t Lead China Out of Crisis
• Bloomberg(Chris Hughes): The Oil Crisis Is Even Worse News for Shell and BP
• Bloomberg(Therese Raphael): Rishi Sunak’s ‘Whatever It Takes’ Moment
• Bloomberg(Jonathan Bernstein): Sanders Is Running for Relevance Now, Not for President
• Bloomberg(Mark Gongloff): A Coronavirus Recession Will Be Tricky to Fight
• Bloomberg(Danielle DiMartino-Booth): The Fed Can't Let Bond Yields Fall to Zero
• Bloomberg(Mac Margolis): Bolsonaro’s Ugly Attacks on Brazil’s Press Are Backfiring
• Bloomberg(Timothy Kaldas): Egypt’s Economy Faces a Double Whammy
• CNBC(Michael Ivanovitch): The Fed does enough by following its mandate and keeping the public informed
• CNN(Frida Ghitis): Bail out the people first, before the companies, in coronavirus crisis
• CNN(Peter Bergen): The disease expert who warned us
• CNN(James Phillips): How to improve your chances against coronavirus
• CNN(Alexis Glick): A common-sense approach to coronavirus crisis
• CNN(Gad Levano): Two economic scenarios for the impact of coronavirus on the US
• MarketWatch(Nigam Arora): Investors trust Trump’s two ‘magic words,’ and now it’s time to nibble on stocks
• MarketWatch(Donald F. Kettl): How coronavirus could cost Trump his base — or turn him into a Republican champion for Democrats’ programs
• MarketWatch(Pierre Briançon): Three questions about Italy’s total lockdown
• MarketWatch(Caroline Baum): Bernie is wrong: It’s better to make the poor richer than to make the rich poorer
• MarketWatch(Suresh V. Kuchipudi): Coronavirus: 5 reasons why so many pandemics begin in Asia or Africa
• MarketWatch(Philip van Doorn): These energy companies have the highest debt and the most at risk as the oil market collapses
• MarketWatch(Ashoka Mody): Italy will need a precautionary bailout — a ‘financial firewall’ — as coronavirus pushes it to the brink
• Reuters(Andy Home): Amid market turmoil, Doctor Copper isn't panicking... yet
• Moscow Times(Chris Weafer): Oil War: Who Will Blink First?
• 조선(사설): 원전 수출 세일즈 실종, 올해 탈원전 비용은 3조6천억원 눈덩이
• 중앙(김충락): 코로나 극복 가능 시점 통계 모델로 예측해 봤더니…
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