[Markets]
※ Dollar gains as Fed moves to bolster tight credit markets
※ Gold jumps on efforts to add liquidity to markets
※ Oil edged lower as demand weakens due to coronavirus
• US: Dow futures fall 400 points in overnight trading after rebound on hopes for $1 trillion stimulus
• 한국: 외환시장 패닉…원화값 10년만에 최저
• Indonesia: Trading halted third time in week as stocks touch 5-year low, rupiah breaks Rp 15,000 to dollar
[Indicators]
• US Feb. Retail sales: U.S. February Retail Spending Drop Shows Coronavirus Concerns Started to Take Hold
• US Feb. Industrial production: U.S. industrial output shows strength in February, just prior to coronavirus disruption
• US Mar. NAHB housing market index: Homebuilder sentiment falls, as coronavirus begins to factor in
• Germany Feb. ZEW economic sentiment index: German investor sentiment hits lowest level in 12 years
• UK Feb. Employment: U.K. Employment Climbed to Record High Before Virus Outbreak
• 한국 1월 통화 및 유동성: 1월 통화량 7.8%↑…수시입출식 예금·MMF 20조원 늘어
• Vietnam Feb. Auto sales: Automobile sale up despite COVID-19 spread
• Vietnam Benchmark rates: Central bank cuts key interest rates to cushion pandemic impact
• Turkey Benchmark rates: Turkey’s Emergency Steps Push Real Rate Near World’s Lowest
• Coronavirus: SCMP Live Updates
[News]
• CNBC: Tesla factory is still open for business as Musk tells employees ‘I will personally be at work’
• CNBC: US solar installations shot up last year, but coronavirus could have an impact going forward
• MarketWatch: Stocks will face ‘long road’ back to the highs when bear market bottoms, says analyst who called 2018 swoon
• Global Times: China's Hubei reports just 1 newly confirmed case of COVID-19
• Global Times: China takes countermeasures against restrictive measures on Chinese media agencies in the US
• 매경(P1): `기생충` 쾌거 한달…韓영화 생태계 무너진다
• 매경(P1): `비상경제회의` 대통령이 주재한다
• 매경(P1): 민간 분양가상한제 유예기간 석달 연장
• 매경: 코로나 역유입 비상…모든 입국자 특별검역
• 매경: 하이일드 폭탄터지나…위기의 해외 채권펀드
• 한경(P1): 버팀목은커녕…韓경제 '약점'된 재정건전성
• 한경: 올 국채 이자비용만 20조
• 한경(P1): '코로나 추경' 합의…대구·경북 지원액 1兆 증액
• 한경: 0%대 금리…월세 늘고 전셋값 상승 가능성
• 한경TV: IMF·리먼사태 때 집값 어떻게 움직였나
• 서경(P1): [단독] '2조 펑크' 고용보험기금, 코로나에 적자 더 커진다
• 서경(P1): 정부, 외화유동성 대책 18일 발표
• 조선(P1): 유럽차 '빅4' 셧다운… 실물경제가 쓰러진다
• 조선(P1): "위기관리 전문가로 경제팀 재편해야"
• 조선: '금리 인하=부동산 상승' 공식 깨지나
• 조선비즈: 금융위기때 강남집값 어떻게 움직였나 봤더니…
• 조선비즈: 개미의 반란 성공할까
• IT조선: 친환경차 무게중심, 하이브리드에서 전기차로 이동하나
• JTBC: 수출 막았더니…공항·항만 창고서 마스크 279만장 나와
• 동아(P1): 2주 더 늦춰 4월 개학… 정부, 대입일정 변경 검토
• 동아(P1): [단독]싱하이밍 주한 中대사 “한국 기업인 필수적 왕래 보장할것”
• 동아: 홍남기 “재난기본소득 많은 검토 필요”
• 문화: 내 눈으로 360도… 사각지대는 없다
• 한국(P1): 희망퇴직ㆍ채용중단 칼바람... 실업대란 ‘전주곡’ 우려
• 머니투데이(P1): 위기의 기업들, 이자도 못갚는 곳 속출한다
• 머니투데이: LCC 지원 물꼬 튼 산은…코로나19 유동성 지원 속도낸다
• 머니투데이: '존버'하다 '반대매매·손절매' 당한 종목 최소 350개
• 헤럴드경제: “셧다운 막아라”…현대·기아차 美·유럽 공장 ‘24시간 초비상’
• 헤럴드경제: 올해도 적자?…LG폰, '턴어라운드'는 언제?
• 헤럴드경제: 제로금리에도…“집값하락 압력 커졌다”
• 파이낸셜뉴스: 삼성 ‘8K' vs. LG ‘OLED'… 막오른 올 'TV 대전' 승자는
• 파이낸셜뉴스: 정근모 前 과학기술처 장관 "원전수출 강국 되려면 미국이 최적의 파트너"
• 파이낸셜뉴스: 연어 DNA로 리튬이온전지 용량 확대
• 아시아경제: "줄도산 막아라"…韓銀 '한국형 양적완화' 고심
• 아시아경제: 중부발전 "재생에너지 발전량, 2030년까지 25%로 확대"
• 연합: 코로나19 한파에 기업 자금조달 시장 냉각
• 연합인포맥스: 中 최대 배터리 메이커 CATL, 전기차 충전망 합작사 설립
• 뉴스1: 무르익는 2차전지 소재 산업…전지박을 선점해라
※ 인도에서도 북부 우타르 프라데시주(州)에 있는 두산중공업의 '오브라-C 석탄화력발전소' 공사 현장에서 한국인 근로자 2명을 자가 격리 조치하는 일이 발생한 것으로 확인
• 아주경제: 두산重, 4월에만 6000억…차입금 상환 비상
• reNews: Utility-scale solar enjoys 'record' 2019
• Renewables Now: Steep emissions plunge puts Germany's original 2020 climate target back on the cards
• Windpower Monthly: India ends tariff caps on tenders
• Windpower Monthly: South Africa dismisses coal lobby legal challenge
• FuelCellsWorks: Bloom Energy Announces Fourth Quarter 2019 Financial Results
• FuelCellsWorks: New tech turns manure into hydrogen
• 에너지데일리: 동서발전, ESS 전환점 만든다… 차세대 시스템 개발 착수
• KHL: Hyundai boost for Cummins
• For Construction Pros: Kobelco Construction Machinery USA Inc. KOBELCO SK210HLC-10 Hybrid Excavator in Equipment
• Industrial Vehicle Technology: Hitachi unveils next-gen excavators
• Industrial Vehicle Technology: New Doosan excavators offer best productivity in 50 tonne class
• OilPrice.com: U.S. Senators Urge Saudi Arabia To End Oil War
• OilPrice.com: Booming U.S. Solar Industry Hit By Coronavirus Pandemic
• OilPrice.com: China's Power Demand Dives In 2020
• OilPrice.com: Exxon To Slash Spending As Oil Price Collapse Continues
• OilPrice.com: $30 Oil Won’t Keep U.S. Shale From Setting Production Record
• MINING.com: Freeport halts Cerro Verde over Covid-19
• 전자신문: [AI기획]로봇에 올라탄 AI, 의료 최일선 서다
• ZDNet Korea: 코로나19 위기에도 반도체 연간 실적 개선될 듯
• 디지털데일리: 메모리 불황 이겨낸 SSD…삼성·SK 낸드 생산량↑
• Phone Arena: Samsung Galaxy S20 and S20 Plus Review
• Phone Arena: Samsung Galaxy S20 vs Apple iPhone 11 Pro
• Phone Arena: 5G will give rise to higher refresh rates in smartphones, along with a wider AMOLED adoption
• Phone Arena: Xiaomi patents wild vertical folding phone design
• Network World: 'AI everywhere' IoT chips coming from Arm
• Hannover Messe News: Industrial alliances are on the move
• Robotics & Automation News: Smart 5G patrol robots equipped with Advantech’s edge computer employed to fight coronavirus
• Robotics Business Review: Draganfly, AeroVironment team up for Quantix Mapper commercial distribution
• Robotics Tomorrow: How the Automotive Technology Showcased at CES Could Impact Vehicle Manufacturing
• Robot Report: Waymo suspends some self-driving programs due to COVID-19
• Robot Report: BADGR mobile robot learns to navigate on its own
• 로봇신문: 사람이 건네주는 블록을 떨어뜨리지 않고 받는 로봇
• Dronelife: The World Needs Drone Delivery Now
• Inbound Logistics: How Does Coronavirus Impact the Supply Chain, and How Can Retailers Minimize Disruption?
• Nikkei Asian Review: 'No need for drastic decisions' on Olympics, IOC says
• Nikkei Asian Review: Tokyo bourse to ease delisting rules to allay market fears
• Nikkei Asian Review: How China's chip industry defied the coronavirus lockdown
• Nikkei Asian Review: Tokyo expands National Security Council to catch economic risks
• Japan Times: Amid outbreak, Japan firms are revoking informal job offers
• Economic Times: Yes Bank has enough cash to meet requirements, normal services to start from tomorrow: CEO-designate
• Business Standard: Govt needs Rs 3.06 trillion in 20 days to meet direct tax target
• Hindustan Times: Moody’s lowers India’s GDP growth forecast to 5.3 pc in 2020
• Folha de S.Paulo: Going against a Worldwide Trend, Brazil Maintains its Borders Open
• Jakarta Post: Energy Ministry wants power companies to get cheap gas
• Jakarta Post: COVID-19: Government calls for limits to all tourist activities
• Jakarta Post: COVID-19: Well-prepared emergency status, lockdown keys to protecting economy, economists say
• Viet Nam News: Logistics firms to lose revenue during pandemic
[Opinions]
• Project Syndicate(Donna Dickenson, Katie Hasso, Marcy Darnovsky): Heritable Human Genome Editing Is Not Inevitable
• Project Syndicate(Robert Skidelsky): Robert Skidelsky Says More…
• Project Syndicate(Federica Mogherini): Listening to the Pandemic
• Project Syndicate(Willem H. Buiter): When “Whatever It Takes” Isn’t Enough
• Project Syndicate(Pinelopi Koujianou Goldberg): A Silent Hero of the Coronavirus Crisis
• FT(Martin Wolf): The virus is an economic emergency too
• FT(Martin Sandbu): Huge fiscal spending is needed to fight coronavirus downturn
• FT(Michael Mackenzie): Financial crunch looms as virus shock hits economies
• FT(Leo Lewis): Coronavirus shows the value of Japan Inc’s cash piles
• FT(Tommy Stubbington): Rise in Italian yields echoes eurozone debt crisis
• FT(John Plender): Parts of the stock market are looking oversold
• FT(Marcos Buscaglia): The IMF should inject liquidity through SDRs, and fast
• FT(Francis R Fannon): The green revolution’s inconvenient truth
• FT(Lex): UK bailout/Sunak: son of Mario
• WSJ(Walter Russell Mead): China’s Coronavirus Opportunity
• WSJ(Sarah Keohane Williamson, Mark D. Wiseman): Investors, Keep Your Eye on the Long Run
• WSJ(George Melloan): A Reckoning for Indebted Companies
• WSJ(Allysia Finley): Young Voters Outgrow Bernie Sanders
• WSJ(Luciana Borio, Scott Gottlieb): American Hospitals Can Avoid Italy’s Fate
• NYT(Editorial Board): Stop Saying That Everything Is Under Control. It Isn’t.
• NYT(Paul Krugman): Step Aside for Powell and Pelosi
• NYT(David Leonhardt): ‘More Severe Than the Great Recession’
• NYT(Ian Goldin): The U.S. Economy Can’t Withstand the Coronavirus by Itself
• NYT(John M. Barry): The Single Most Important Lesson From the 1918 Influenza
• NYT(Ezekiel J. Emanuel, Susan Ellenberg, Michael Levy): The Coronavirus Is Here to Stay, So What Happens Next?
• WP(Editorial Board): Trump and Congress are moving in the right direction to save the economy
• WP(Catherine Rampell): A global recession is likely here. Lawmakers need to do their jobs.
• WP(Henry Olsen): Big government is about to get really popular
• WP(Dana Milbank): Trump learns the pitfalls of his Pinocchio presidency
• WP(Jennifer Rubin): Trump’s damage is already done
• WP(David Von Drehle): Trump has finally realized the coronavirus is bigger than him
• WP(Paul Waldman): Trump and his supporters are already rewriting recent coronavirus history
• WP(Marc A. Thiessen): Covid-19 should be forever linked to the regime that facilitated its spread
• WP(Gerry Shih): China lockdown: How the administration beat back coronavirus
• WP(John Pomfret): The U.S.-China coronavirus blame game and conspiracies are getting dangerous
• WP(Paul Waldman, Greg Sargent): Suddenly, both parties want to send cash to every American. It might happen.
• WP(Megan McArdle): A libertarian’s unlikely pandemic plea: Subsidize everything
• Bloomberg(David Fickling): Coronavirus Could Very Well Slow by the Summer
• Bloomberg(Justin Fox): Lots of Restaurant and Entertainment Workers Need Lots of Help
• Bloomberg(Tyler Cowen): Big Business Is Helping America Survive the Coronavirus
• Bloomberg(Noah Smith): U.S. Needs a National Coronavirus Shutdown, and Fast
• Bloomberg(Mac Margolis): Coronavirus Reopens Fiscal Debate for Brazil and Latin America
• Bloomberg(Brian Chappatta): Fed Should Buy Munis Now to Combat Coronavirus
• Bloomberg(Shuli Ren): Meddlers Make a Bad Market Worse
• Bloomberg(Liam Denning): Utilities Suffer But Offer Some Coronavirus Market Immunity
• Bloomberg(John Authers): Resist Your Inner Buffett. It's Time to Do Nothing
• Bloomberg(Barry Ritholtz): Wall Street Pros Panic Over Coronavirus While Mom and Pop Buy
• Bloomberg(Robert Burgess): Wall Street Asks Questions That Have No Answers
• Bloomberg(Julian Lee): The End of OPEC Is Here
• Bloomberg(Brooke Sutherland): Give Boeing the Bailout It Doesn’t Deserve
• Bloomberg(Chris Bryant): Nimble Corporate Cash Managers Face a Reckoning
• Bloomberg(Clara Ferreira Marques): Oil War May Revive China's Yuan Ambitions
• Bloomberg(Therese Raphael): Why Boris Johnson Reversed Britain’s Virus Response
• Bloomberg(Ferdinando Giugliano): Euro Area’s Virus Response Is Still Insufficient
• Bloomberg(Karl W. Smith): Respond to the Coronavirus With Everything, All at Once
• Bloomberg(Lionel Laurent): Macron and Merkel's 'War' on the Coronavirus Will Bite
• Bloomberg(Jonathan Bernstein): The Coronavirus Threat (Mostly) Jolts Senators Awake
• Bloomberg(Hal Brands): Coronavirus Is Making China's Model Look Better and Better
• Bloomberg(Ramesh Ponnuru):Italy Shows That Medicare for All Is No Cure for Coronavirus
• Bloomberg(Michael R. Strain): Judy Shelton Was a Bad Fed Choice Even Before the Coronavirus
• Bloomberg(Bobby Ghosh): Saudi Arabia’s Oil War Has Torpedoed Iraq
• Bloomberg(Max Nisen): A Coronavirus Treatment Worth Watching
• Bloomberg(Pankaj Mishra): Coronavirus Will Revive an All-Powerful State
• Bloomberg(Narayana Kocherlakota): Trump’s $1.2 Trillion Won’t Do It. Try $2.5 Trillion
• Bloomberg(Peter B. Bach, Mark Trusheim): U.S. Should Buy Coronavirus Vaccines Before They’re Invented
• CNBC(Julianna Tatelbaum): Coronavirus is restricting market efficiency
• CNN(Tess Taylor): Coronavirus is teaching this hard lesson to all Americans
• CNN(Kent Sepkowitz): Why does South Korea have so few coronavirus deaths while Italy has so many
• MarketWatch(Nigam Arora): Stock market opinions abound — here’s an objective way to tell when the market bottoms
• MarketWatch(Pierre Briançon): Eurozone finance chiefs fail yet again to come up with a coronavirus plan
• MarketWatch(Peter Nigro): These steps are crucial to help small businesses survive until the pandemic passes
• Inside EVs(Steven Loveday): Coronavirus Will Accelerate Global Electric Car Production
• 한경(안현실): 두산중공업 위기는 '탈원전' 정책 탓이 아니라는 산업부 [여기는 논설실]
• 경향(Melissa Brown): 두산중공업의 오판, 뒷감당은 누구 몫인가
• 서울(황성기): 석탄금융의 불편한 진실
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