[Markets]
※ MSCI All-Country World index down over 20% from recent peak
※ European shares hit lowest level since 2013
※ Oil slumps, gold sinks, bitcoin plunges 25%
※ Wall Street briefly halts trading; VIX hits highest since 2008
• US: Chip stocks dive after Broadcom rescinds guidance, questions second-half rebound amid coronavirus
• 한국: 외국인, 리먼사태때 보다 더 팔았다
• 한국: 현금 마를 우려에 두산·항공사 채권값 급락
[Indicators]
• US Feb. PPI: US producer prices fall by most in 5 years
• US Weekly Jobless claims: U.S. weekly jobless claims drop, but coronavirus layoffs loom
• US Weekly Mortgage rates: U.S. Mortgage Rates ‘Somehow, Some Way’ Rise Amid Market Turmoil
• US Weekly Consumer comfort index: Sixth Weekly Drop in U.S. Consumer Comfort Is Longest Since 2015
• Eurozone Benchmark rates: ECB Steps Up Stimulus, but Doesn’t Cut Rates
※ ECB: Monetary policy decisions
• China Feb. Home sales: China Home Sales Plunged in February as Outbreak Intensified
• 한국 2월 건설사 분양: 코로나 충격에…2월 분양 36.6% 그쳐
• 한국 2월 수출입물가: 2월 수출물가 전월대비 1.2% 상승…"원/달러 환율 상승 영향"
• 한국 주간 아파트 가격(감정원): 코로나에도 버티는 수도권 집값…지방은 흔들
• 한국 주간 아파트 가격(부동산114): [아파트 시황] 규제 비껴간 시흥·부천 `키맞추기` 집값 상승
• Japan Q1 Business sentiment index: Big Japan firms' sentiment falls to 5-year low amid coronavirus spread
• Japan Feb. WPI: Japan wholesale prices up 0.8% in Feb., gains slow on coronavirus
• India Q4 Current account: India's current account deficit eases to 0.2% of GDP in December quarter
• India Jan. Industrial production: Industrial production grows 2 per cent in January
• India Feb. CPI: Consumer Price Inflation Eases To 6.58% In February
• Myanmar Benchmark rates: Central Bank of Myanmar cuts interest rates by 0.5%
• Coronavirus: SCMP Live Updates
[News]
※ Brazilian official who recently met with president has tested positive for Covid-19
• Bloomberg: Will Coronavirus Take Out the 2020 Tokyo Olympics?
• Bloomberg: Don’t Get Too Excited About Cheap Gas
• Reuters: Special Report: Italy and South Korea virus outbreaks reveal disparity in deaths and tactics
• CNBC: What is a pandemic?
• Fox Business: Apple finally gets some good news on its Chinese supply chain
• Fox Business: Virus fallout leads to layoffs in US
• Global Times: Huawei new-generation foldable smartphone popular online
• 매경(P1): 해수부 18명 코로나 확진…공무원 교대로 재택근무
• 매경(P1): 탈원전에…두산重 4년뒤 신규 원전매출 `0`
• 매경: 2년 반만에…두산重 핵심역량 다 날려
• 매경: 두산重 휴업 놓고 노사갈등 커지나
• 매경(P1): "부총리 해임건의 할수도"…당·정 추경증액 놓고 충돌
• 매경: 골드만 "올 韓성장률 1%"
• 매경: 삼성TV 세계 최대 북미시장서 `독주`
• 한경(P1): 1015실 서울 특급호텔, 900여실이 '빈방'
• 한경(P1): 국내 2위 車부품사 만도마저 대규모 감원…업계 "생존 자체가 목표"
※ 한국은행: 「통화신용정책보고서」(2020년 3월)
• 서경(P1): 정부, 특별입국 대상에 유럽 5개국 추가
• 서경(P1): 금융위, 공매도 금지·증안펀드 검토
• 서경: 美 "저렴한 韓전기요금, 보조금 아니다"
• 서경: '한미 통화스와프' 10년만에 다시 맺을까
• 서경: "집값 폭락 가능성 낮지만 재건축 큰 타격"
• 서경: "두산重 휴업은 창원경제 사망선고"
• 조선: 삼성마저… 상반기 취업 막혔다
• 조선비즈: 두산그룹 핵심 두산重 위기, 계열사로 확산하나
• 조선비즈: 전세계가 돈 푸는데, 韓銀 뭘 망설이죠?
• 조선비즈: 불황에 부동산 내놓는 기업들…“매물 쌓여 소화불량 우려”
• IT조선: 코로나19 확산, IT 기술 방패로 맞선다
• 중앙(P1): 대기업도 중기도 자영업도 “경제 살릴 카드 다 써라”
• 중앙: 정부 개입 뒤 KF80이 KF94보다 비싸
• 동아: 건설업계에 금리 年1.5% 경영자금 융자
• 문화: 北 주요물가 한계수준… 中국경 다시 여나
• 문화: 美 인권보고서에 韓 부패 사례로 꼽힌 조국
• 한국(P1): 항공ㆍ관광업종 코로나發 한계상황 “환란 때보다 심각”
• 국민(P1): [포토] 김포공항 국제선 이착륙 ‘제로’… 2003년 운항 재개 후 처음
• 국민(P1): [전문가 긴급진단] 세계 경제, ‘파티’는 끝났다
• 머니투데이(P1): 제2의 IMF위기 온다고? "이번엔 차원이 다르다"
• 머니투데이(P1): 서정진 "코로나19 치료제 6개월 내 임상…자가 진단키트도 개발"
• 머니투데이(P1): [단독]'약국 넉다운 막아라' 정부, 마스크 판매수익 '면세'
• 머니투데이: 7주째 하락한 강남 아파트값... "40% 떨어질수도"
• 머니투데이: "두산重은 시작일 뿐…이대로면 '팀코리아' 원전수출 초토화"
• 머니투데이: 두산중공업 실제 '휴업'하면 직원들 얼마 받을까
• 머니투데이: "신한울만 재개해도 2조인데"...두산중공업이 사는법
• 머니투데이: 두산중공업, 조업중단은 아니다…BW 대부분 상환청구 전망-대신證
• 헤럴드경제(P1): “외교채널 총동원하는데…” 팬데믹에 한국 입국제한 123곳으로
• 헤럴드경제: 소비위축→자산가격 하락→대출부실…금융 ‘악순환’ 오나
• 헤럴드경제: 비좁은 실험실·공동 연구…기업硏, 사회적 거리두기 ‘블랙홀’
• 헤럴드경제: “상가·강남재건축·9억이상, 타격 불가피”
• 파이낸셜뉴스(P1): "中서 선원 교대한 배 금지" 해운사도 '코로나 암초'
• 파이낸셜뉴스(P1): 기재부 '비상체제'… 경제 셧다운 막는다
• 파이낸셜뉴스: 디스플레이 점유율, 中 이어 대만에도 추월 당했다
• 파이낸셜뉴스: 쏟아지는 'SOC 공약'… 수도권 GTX-C 노선이 최대 이슈
• 아시아경제: 코로나 불똥 튄 2차전지 소송
• 아시아경제: 10대그룹 시총, 올들어 86조원 증발
• 아시아경제: 미국·유럽發 코로나19 '2차 쇼크'에 車·배터리 '초비상'
• 이데일리(P1): 재계, 코로나19 피해 큰 유통·항공·해운 ‘전방위적 지원’ 촉구
• 이데일리(P1): [직격탄 맞은 산단]①코로나에 병든 산단 "일감 40% 줄어"
• 이데일리: [현장에서]코로나 여전한데..사라진 대통령의 마스크
• 이데일리: 코로나쇼크에 세수입 5조 주는데…깎아주는 세금만 52조
• 이데일리: [현장에서]두산중공업 골든타임 놓치지 않으려면
• 이투데이: 두산중공업, 회사채 절반 상환 임박… 차입금 부담 ‘가중’
• 비즈니스포스트: 박성철, 두산중공업 위기에 두산밥캣 ‘캐시카우’ 역할 확대 책임 커져
• CEO스코어데일리: 상폐 앞둔 두산건설, 두산그룹 위기에 올해 전망도 '안갯속'
• EBN: 코로나19 돌파 경기 부양책 핵심은 '에너지'
• 팍스넷뉴스: [ESS 점검] 배터리 산업의 꽃
• 뉴데일리: 두산重이 콕 찝은 유휴인력은… 퇴직 앞둔 '60~62년생'
• 경남도민일보: 정의당·민중당, 경영난 겪는 두산중 공기업화 주장
• Power Engineering: Coronavirus puts utility resource management in focus
• reNews: RWE plans €5bn renewables expansion
• Renewables Now: China to slash solar subsidies by 50% in 2020 - report
• Equipment Journal: ConExpo will continue as planned in wake of Coronavirus - Equipment Journal
• Construction Equipment: Hyundai CE to Offer Trimble's LOADRITE SmartScale on Wheel Loaders
• For Construction Pros: Caterpillar Brings its Products, Services and Technology to Life at CONEXPO-CON/AGG 2020
• For Construction Pros: Hyundai Collaboration with Cummins Results in New A Series Wheel Loaders, Excavators
• For Construction Pros: Doosan Introduces its Next Generation DA30-5 and DA45-5 Articulated Dump Trucks
• 건설경제: 건설사는 ‘샌드위치’ 신세…공기관리 어쩌나
• OilPrice.com: Russia’s Big Bet Against U.S. Oil Is Very High Risk
• OilPrice.com: Tesla Plans To Ditch Cobalt In New Batteries
• OilPrice.com: OPEC+ Panel Cancels Next Week’s Meeting
• OilPrice.com: U.S. Discusses Buying Oil For SPR To Help Shale Drillers
• OilPrice.com: China’s Refiners Love The Saudi-Russia Oil Price War
• 전자신문: 두 달 만에 채워진 경제보좌관...제자리 찾을까
• 전자신문: 휴대폰·노트북 배터리 크기 반으로 줄인다
• ZDNet Korea: '코로나19'에 인텔 10세대 프로세서 출시 늦춰지나
• 디지털데일리: TSMC, 5나노 양산 ‘스탠바이’…삼성전자도 투자 본격화
• Phone Arena: Samsung Galaxy Z Flip Review
• Phone Arena: Here's how much the Huawei P40 series could cost
• Phone Arena: Future iPhones may encrypt display content if a stranger happens to glance at your screen
• Phone Arena: Apple supplier Foxconn’s production returns to normal, CEO worries about the US consumer demand
• Hannover Messe News: A digital twin is speeding up shipbuilding
• Robotics & Automation News: Farewell to the old assembly line: Automation is changing manufacturing processes in the automotive industry
• Robotics & Automation News: American Manufacturers ‘ready to help’ cope with disruption caused by coronavirus
• Robotics & Automation News: OnRobot launches new gripper for handling cylindrical objects
• Robot Report: MODEX roundup, Day 3: robots, research and sweepers
• 로봇신문: 코로나19 박멸에 나선 덴마크 'UVD 로봇'
• 로봇신문: 中 화웨이-이모티봇, 방역 AI 로봇 개발
• Nikkei Asian Review: Tokyo governor says canceling Olympics 'not an option'
• Nikkei Asian Review: Tokyo office vacancies plumb historic lows -- but virus fears loom
• Nikkei Asian Review: Coronavirus: Why Japan chose to test fewer people
• Nikkei Asian Review: Mahathir vows comeback if government goes wrong
• Economic Times: GE Power India terminates Rs 818-cr contract with NECL
• Business Standard: SBI approves Rs 7,250 cr fund infusion into Yes Bank, to pick up 49% stake
• Business Standard: RBI announces USD INR sell/buy swap for liquidity amid Coronavirus
• Business Standard: Rupee can slip 3% more; rate cut, regulatory intervention needed
• Business Standard: There was enough time to put together plan for YES Bank: Raghuram Rajan
• Folha de S.Paulo: Number of Cases of the Novel Coronavirus in Brazil Rises to 69
• Jakarta Post: Battered by virus: Businesses across Indonesia feel the pinch
• Jakarta Post: Indonesia set to delay import duties, corporate income tax payments to cope with virus effects
• Jakarta Post: Indonesia relaxes trade rules to cushion COVID-19 effects
• Viet Nam News: PM urges business to be prepared for opportunity despite pandemic
• Myanmar Times: India-Myanmar trade hit by border closures
[Opinions]
• Project Syndicate(Jorge G. Castañeda): Latin America’s Critical Election
• Project Syndicate(Gerd Gigerenzer): Why What Does Not Kill Us Makes Us Panic
• FT(Philip Stephens): Johnson’s covert Brexit plan is self-isolation
• FT(Gillian Tett): Coronavirus trade disruption could start a ‘dash for cash’
• FT(Edward Luce): Donald Trump’s troubling coronavirus address
• FT(Michael Mackenzie): Fed firefighters must act quickly to limit financial contagion
• FT(Robin Wigglesworth): US stocks’ record bull run brought to abrupt end
• FT(Amy Kazmin): Deadly riots and coronavirus fears cloud Holi celebrations
• FT(David Pilling): Coronavirus and the collapse of global public health
• FT(Neil Hume): Iron ore market is putting a lot of faith in stimulus from China
• FT(Jonathan Wheatley): China’s debt problem is really an asset problem
• WSJ(Daniel Henninger): The Democrats Self-Quarantine
• WSJ(Karl Rove): Biden Can’t Lose, at Least Until November
• WSJ(Hal Scott): Dodd-Frank Worsens Covid’s Risk
• WSJ(Aaron Yelowitz, Michael Saltsman): Paid Sick Leave Is a Failed Cure
• WSJ(Joseph C. Sternberg): Europe’s Coronavirus Fate Is Already Sealed
• NYT(Paul Krugman): It’s a MAGA Microbe Meltdown
• NYT(Nicholas Kristof): 12 Steps to Tackle the Coronavirus
• NYT(Jon Mooallem): This Is How You Live When the World Falls Apart
• NYT(Ross Douthat, Michelle Goldberg, David Leonhardt): The Pandemic vs. The President
• NYT(Sam Brinton): We’re Finally Winning the Fight Against Conversion Therapy
• NYT(Will Wilkinson): The One Democrat Joe Biden Would Be Clueless Without
• NYT(Ian Goldin): Can We Stop a Coronavirus Recession?
• WP(Editorial Board): On the 2008 bailout, Biden is right and Sanders is wrong
• WP(Editorial Board): Congress, go big before you go home
• WP(Henry M. Paulson Jr.): How the 2008 financial panic can help us face coronavirus
• WP(Max Boot): Who could have predicted Trump would be such a bad crisis manager? Everyone, actually.
• WP(Jennifer Rubin): Joe Biden already sounds as if he’s the president
• WP(Jennifer Rubin): Women are rejecting Sanders
• WP(Eugene Robinson): The original sin in the U.S. response to coronavirus is lack of testing
• WP(Marc A. Thiessen): It’s fair to speculate whether Biden is mentally fit to be president
• WP(Greg Sargent): Biden just took on Trump’s reactionary nationalist fearmongering
• WP(Megan McArdle): There are reasons to be optimistic regarding the coronavirus
• WP(Michael Gerson): It would’ve been better if Trump hadn’t spoken at all
• WP(Alyssa Rosenberg): Coronavirus is a nightmare. These stories tell us how to survive — and rise above it.
• WP(Benjamin Haddad): ‘America First’ is the wrong approach to the coronavirus
• WP(Jonathan Capehart): ‘Black Americans are saving America from itself’ in the Democratic primaries
• WP(Jon Cowan, Jim Kessler): It’s not when Sanders leaves the race, but how.
• WP(Nathan Robinson): Why Bernie Sanders should stay in the Democratic primary fight
• Bloomberg(Conor Sen): Financial Markets Need a Temporary 9/11-Style Shutdown
• Bloomberg(Justin Fox): Flight Bans Don’t Help Much This Late in a Pandemic
• Bloomberg(Noah Smith): Trump Confirms the U.S. Isn’t Ready for Pandemic
• Bloomberg(Tim Duy): The Federal Reserve Needs to Cut Rates to Zero Now
• Bloomberg(Brian Chappatta): The Fed Proves It Will Do Whatever It Takes in Repo
• Bloomberg(Brian Chappatta): Treasury Liquidity Dries Up. Fed Makes It Rain.
• Bloomberg(Liam Denning): Fracking Needs a Shakeout, Not a Bailout
• Bloomberg(John Authers): The Bad News Is That the News Is Really Bad
• Bloomberg(John Authers): Trump Vaunted the Rally. Now He Owns the Collapse
• Bloomberg(Barry Ritholtz): As Bad as 2008? The Market’s Fear Index Is Starting to Think So
• Bloomberg(Marcus Ashworth, Mark Gilbert): ECB Throws Italian Bonds to the Bears
• Bloomberg(Jim Bianco): Markets Need to See the Government Panic
• Bloomberg(Clara Ferreira Marques): Coal's Sell-By Date Just Moved Closer
• Bloomberg(Therese Raphael): Boris Johnson Hits the All-You-Can-Eat Buffet
• Bloomberg(Ferdinando Giugliano): Christine Lagarde Does Whatever It Doesn't Take
• Bloomberg(Ferdinando Giugliano): Christine Lagarde Has Three Big Options
• Bloomberg(Jonathan Bernstein): Trump’s Coronavirus Speech Was Not Especially Reassuring
• Bloomberg(Andreas Kluth): With Oil This Cheap, Why Bother Going Green?
• Bloomberg(Andreas Kluth): Who Do You Trust in a Pandemic: Donald Trump or Angela Merkel?
• Bloomberg(Bobby Ghosh): Why on Earth Did Iran Bait Trump Now?
• Bloomberg(Tim Culpan): Skip the Coronavirus Denial and Stop the Dying
• Bloomberg(Mark Gongloff): Coronavirus Triggers the Worst Market Crash Since 1987
• CNBC(Wendy M. Pfeiffer): What can happen to a company if coronavirus sends every employee home
• CNN(Peter Bergen): Trump's coronavirus speech was a disaster
• CNN(Areva Martin): Why Bernie Sanders struck out with black voters
• CNN(Jeffrey D. Sachs): The huge divide between Biden and Sanders
• MarketWatch(Nigam Arora): Do’s and dont’s in this stock market: Don’t panic, do develop a plan — even if you didn’t have one before
• MarketWatch(Paul Brandus): Coronavirus is accelerating big changes in the way Americans live
• MarketWatch(Christopher Smart): Is anyone in charge? Unlike in 2008, there’s no plan to stabilize the global economy
• MarketWatch(Dennis Kelleher): The $1 trillion plan to save the economy when the coronavirus forces everyone to quarantine
• Fox News(Donald Trump Jr.): Joe Biden has no authenticity and integrity and will lose to my father in November
• 매경(사설): 탈원전이 결국 두산중공업을 휴업으로 내몰고 있다
• 한경(사설): 세계 최고 원전기업 두산重 휴업…60년 공든 탑이 무너진다
• 서경(한동희): [기자의 눈] 두산重의 탈원전 피해 청구서가 향할 곳은
• 조선비즈(이재은): [기자수첩] 한전 적자는 탈원전과 무관하다는 정부
• 파이낸셜뉴스(사설): 탈원전 희생양 두산重
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