[Markets]
※ Lack of liquidity roils fixed-income markets
※ Crude oil futures tumble to 18-year low
※ Dollar index breaks through 100 to near three-year highs
• Russia: Russian Ruble Hits 5-Year Low
[Indicators]
• US Jan. Construction employment: Construction Jobs Increase in 32 States in January
• US Feb. Housing Starts: U.S. housing starts fall less than expected in February
• US Weekly Mortgage Applications: Weekly mortgage applications drop over 8% as interest rates jump briefly
• 한국 2월 거주자 외화예금: 환율 급등세에 '달러 팔자'···외화예금 감소폭 1년來 최대
• Japan 2019 Land prices: Japanese land prices surge in 2019 but virus clouds outlook
• Japan Feb. Balance of Trade: Japan's imports from China down 47.1% in February
• Brazil Benchmark rates: Brazil Cuts Rates to 3.75% With Recession Likely After Virus
• Indonesia Feb. Fiscal balance: Indonesia records $4b budget deficit in February as big-check stimulus spending looms
• Vietnam Feb. Garment exports: Việt Nam’s garment exports down in two months
• Coronavirus: SCMP Live Updates
[News]
※ Trump invokes Defense Production Act, Senate passes relief bill as confirmed cases surpass 200,000 world-wide
• Bloomberg: With Oil at Record Low, Canada Is Price-War Casualty
• Reuters: Exclusive: U.S. may give banks bonus points for low-income lending amid coronavirus crisis - source
• MarketWatch: NYSE to temporarily close floor, move to electronic trading after positive coronavirus tests
• MarketWatch: Huge spike in Google searches for ‘unemployment benefits’ gives a stark picture of economic carnage to come
• Fox Business: Oil prices could fall below zero: Analyst
• Global Times: 'Two sessions' likely in late April or early May: observers
• 매경(P1): 버스, 고속도로 통행료 면제
• 매경: 위기관리대책회의 7년만에 부활
• 매경(P1): `종부세 아파트` 30만가구…2년새 2배
• 매경: 9억이상 아파트값 떨어지는데 공시가 확 올려
• 매경: "강남 재건축아파트 거래 절벽…충격 불가피"
• 매경: 분양가상한제 결국 코로나로 3개월 유예
• 매경(P1): 서울 117만가구에 30만~50만원 지급
• 매경(P1): 주한美대사관, 비자업무 중단
※ 90일이내 무비자 방문은 가능
• 매경: 현대車 `주 60시간 근무` 노조에 제안
• 매경: 유가 또 급락에…56개 DLS 손실구간 진입
• 한경(P1): 경제계 "재정·세제·금융 파격 지원을"
• 한경: "강남3구·마용성 중심으로 매물 늘어날 듯"
• 한경: 기업·은행 '외화빚'…3151억弗 사상최대
※ 기재부: 은행 선물환포지션 한도 확대
• 한경: 맥심 커피믹스 손잡이 탕비실서 사라진 까닭
• 한경: "부채 적은 삼성그룹株, 위기에도 버틴다"
• 한경: 요즘 코스피지수, 나스닥선물 그대로 따라가네
• 서경(P1): 모든 입국자 2주간 자가격리 검토
• 서경: 제로금리시대 '1%대 주담대' 나오나
• 조선: 전자투표·띄어앉기… 코로나가 바꾼 주총
• 조선: "신한울 3·4호기 공사 재개해야"
• 조선비즈: 한진해운도 대우도… 회사채 못막아 쓰러졌다
• 동아(P1): 대구 한사랑요양병원서 75명 환자-직원 집단감염
• 한국(P1): 주한미군, 한인 근로자 필수인력 3000명 빼고 내달 무급휴직 강행
• 국민(P1): 정부 대책 쏟아내지만… 바닥민생엔 ‘그림의 떡’ [이슈&탐사]
• 서울(P1): PC·노래방 영업제한, 경기지사 ‘행정명령’
• 세계(P1): 어떤 사람에게 얼마나…'양날의 칼' 재난기본소득 치밀한 설계 중요
• 머니투데이: 7개국과 통화스와프 맺었지만 불안…극단적 달러선호
• 머니투데이: "달러 구하기 어렵다"…은행도 달러대출 등 보수적 운영
• 머니투데이: 트럼프식 '헬리콥터 머니', 한국서 쉽지 않은 이유
• 헤럴드경제: ‘동유럽벨트 사수하라’…한국 가전·배터리기업 사활 건 방어전
• 헤럴드경제: ‘주식 사려는 돈’ 131조 사상최대
• 헤럴드경제: ▣저금리 ▣높은 전세가율 ▣공급부족
• 파이낸셜뉴스(P1): 코로나 추경은 남의일..폐업 떠밀린 자영업자
• 파이낸셜뉴스: 이낙연 "2차 추경 필요" 공식화
• 파이낸셜뉴스: [단독]"OLED 생산 더이상 못미룬다" 광저우行 전세기 띄우는 LG
• 파이낸셜뉴스: 무권리금에도 텅 빈 상가… 공실률 사상 최고
• 아시아경제(P1): 우량기업도 자금 조달 비상
• 아시아경제: 전경련, '2020년 신산업 규제개선과제' 20건 정부에 건의
• 아시아경제: 한국전력, 손실 나는 이유…"높은 연료비 때문?"
• 아시아경제: 脫원전에 흔들…두산重 '돈맥경화'
• 이데일리: 시장조성자 `공매도` 최소화…"적정가격 형성엔 부정적"
• 뉴스토마토: '코로나에도 꿋꿋' 두산인프라코어, 북미 시장 공략 박차
• 머니S: 뛰고 쫓고… 배터리소재 춘추전국시대
• 기호일보: 인천시, 금송주택재개발 입찰과정 불법 여부 조사
• Korea Herald: Doosan selected as nuclear framework supplier for UK military
• Windpower Monthly: COVID-19 UPDATE: Vestas and SGRE shut down in Spain
• FuelCellsWorks: Mining Companies BHP, Anglo and Fortescue Join Forces on Green Hydrogen - FuelCellsWorks
• KHL: JCB halts UK production
• Equipment Journal: Dressta TD-16N dozer makes its anticipated debut at ConExpo
• For Construction Pros: [VIDEO] Bobcat All Electric T76 Provides Efficiency Gains Over Electric Hydraulic Models
• Industrial Vehicle Technology: Kubota launches three new compact excavators
• 건설경제: 총선 겨냥해 목소리 높이는 건설노동계
• OilPrice.com: Oil Giant Forced To Furlough 3,500 Workers
• OilPrice.com: Is The Mining Sector Prepared For A Commodity Slump?
• 전자신문: 中 반입 '난항'…韓 디스플레이 장비 업계 '난감'
• 전자신문: [이슈분석]코로나19 치료제, 언제쯤 상용화 될까
• 전자신문: [이슈분석]코로나19 치료제·백신 개발 왜 어려울까
• 전자신문: [이슈분석] '코로나19 여파' 中 디스플레이 시장 요동
• 전자신문: [이슈분석] LCD 가격 상승세…韓 업계에 호재
• 전자신문: [이슈분석] LG디스플레이 광저우 팹, 정상 가동 시기는?
• 전자신문: 유가 급락으로 이차전지·재생에너지 주목
• ZDNet Korea: 20번 빨아 쓰는 나노마스크 얼마?…“2천원 예상”
• Phone Arena: Samsung is suffering from a bad case of poor Galaxy S20 sales, and not just because of the coronavirus
• Robotics & Automation News: AI and Text to Speech: Discover Revolutionized Technologies
• Robotics Tomorrow: Public Benefits of Drone Technology
• Robot Report: COVID-19 pandemic prompts more robot usage worldwide
• 로봇신문: 지난해 中 산업 로봇 생산량 6% 감소
• Nikkei Asian Review: Toyota taps startup Momenta to build HD road maps in China
• Nikkei Asian Review: Japan's hardest-hit region lifts coronavirus emergency
• Nikkei Asian Review: Coronavirus: Why Japan tested so few people
• Nikkei Asian Review: Honda halts US output as auto factory stoppages widen
• Nikkei Asian Review: China says Japan-developed drug Avigan works against coronavirus
• Nikkei Asian Review: China's inaction for 3 days in January at root of pandemic
• Economic Times: Covid-19 in India: Cautious government involves private sector in treating patients
• Economic Times: S&P lowers India's growth forecast to 5.2 pc in 2020
• Livemint: RBI to inject ₹10,000 cr into markets via bonds
• Business Standard: RBI's MPC to resume monetary easing amid risks to growth, uncertain outlook
• Business Standard: YES Bank resumes operations; all services available for customers now
• Business Standard: Govt, RBI may relax bad loan rules for sector hit by coronavirus: Report
• Folha de S.Paulo: Government Will Ask Congress to Recognize a State of Public Calamity in the Country
• Folha de S.Paulo: Bolsonaro Says New Test Shows He Did Not Contract Coronavirus
• Moscow Times: Russia’s Supermarkets Defy Gloomy Corporate Outlook
• Jakarta Post: Major businesses split over lockdown, support social distancing
• Jakarta Post: 'File your tax returns': Tax office intensifies efforts to collect taxes as budget burdens multiply
• Viet Nam News: Experts optimistic about industrial property prospects
• Myanmar Times: Myanmar govt preparing plans to counter virus impacts on country’s economy, State Counsellor says
• Myanmar Times: Fighting COVID-19 together will strengthen Mekong-Korea partnership
[Opinions]
• Project Syndicate(Tom Frieden): The Three Essential Questions about COVID-19
• Project Syndicate(Arvind Subramanian): What COVID-19 Means for International Aid
• Project Syndicate(Gernot Wagner): Compound Growth Could Kill Us – or Make Us Stronger
• Project Syndicate(Philip Turner): Containing the Dollar Credit Crunch
• Project Syndicate(Paul De Grauwe): The ECB Must Finance COVID-19 Deficits
• Project Syndicate(Yanis Varoufakis): Europe Is Unprepared for the COVID-19 Recession
• Project Syndicate(Elizabeth Drew): Why Biden?
• FT(Ben Bernanke, Janet Yellen): Fed must act on coronavirus
• FT(Janan Ganesh): The Sanders worldview wins even as Bernie loses
• FT(Gillian Tett): Coronavirus, Ray Dalio and forecasting in an age of uncertainty
• FT(David Gardner): This may finally be the end of the road for Netanyahu
• FT(Michael Mackenzie): Concerted bond and equity drop should trigger further intervention
• FT(Leo Lewis): Covid-19 is tech’s big moment — but we still miss real life
• FT(Leo Lewis): Japan Inc wrestles with the prospect of no Olympics
• FT(Jamie Powell): Tesla’s quarter-end push has a pandemic problem
• FT(Michael Howell): World is awash with more debt than it can handle
• FT(Alice Hearing): Cashless in the coronavirus crisis
• FT(Lex): General Motors: a model bailout
• WSJ(John H. Cochrane): How to Treat the Financial Symptoms of Covid-19
• WSJ(Holman W. Jenkins, Jr.): Questioning the Clampdown
• WSJ(Walter Russell Mead): Beijing Escalates the New Cold War
• WSJ(William A. Galston): America Wasn’t Prepared for This Crisis
• WSJ(Robert B. Zoellick): Trump’s Tariffs Leave the U.S. Short on Vital Medical Supplies
• NYT(Editorial Board): Give Every American $2,000, Immediately
• NYT(David Leonhardt): No Stimulus Without Election Protection
• NYT(Frank Bruni): Why the Coronavirus Is So Much Worse Than Sept. 11
• NYT(Farhad Manjoo): I Don’t Know Who Needs to Hear This, but Brands Can’t Save You
• WP(Editorial Board): This is the nightmare scenario facing U.S. hospitals
• WP(Catherine Rampell): America is going into an economic coma. Here’s how we (eventually) wake up from it.
• WP(Max Boot): The coronavirus shows how backward the United States has become
• WP(Henry Olsen): We can and must prevent coronavirus from upending our elections. Here’s how.
• WP(Jennifer Rubin): It’s over. Biden is the presumptive nominee.
• WP(Jennifer Rubin): What Joe Biden can be doing right now
• WP(E.J. Dionne Jr.):Biden and Sanders should work together now to protect the election
• WP(Greg Sargent): Trump is frantically rewriting his epic failures. Don’t let him.
• WP(Greg Sargent): We are not ready for an election during a pandemic
• WP(George T. Conway III): George Conway: There is no new Trump
• WP(León Krauze): Mexico is not ready for the coronavirus. Just look at AMLO’s behavior.
• WP(J.J. McCullough): Shut down the U.S.-Canada border, but don’t repeat the mistakes of 9/11
• WP(Joe Scarborough): Bernie Sanders’s moment is calling him — in the U.S. Senate
• Bloomberg(Mohamed A. El-Erian): Worries Ease About U.S. Economic Response to Virus
• Bloomberg(Conor Sen): Big Business Has All the Advantages in the Pandemic
• Bloomberg(Justin Fox): What Prepares a Country for a Pandemic? An Epidemic Helps
• Bloomberg(Brian Chappatta): Reaching for Yield Finally Comes Home to Roost
• Bloomberg(Brian Chappatta): Why Are Real U.S. Yields Suddenly So High?
• Bloomberg(Brian Chappatta): Dash for Cash Pushes Treasury Bill Rates Below Zero
• Bloomberg(Shuli Ren): Dollar Funding Is Freezing Up, and the Fed Knows It
• Bloomberg(John Authers): The Lehman Echoes Are Getting Steadily Louder
• Bloomberg(Marcus Ashworth): Cheap Sterling Has Reasons to Be Cheaper
• Bloomberg(Robert Burgess): Here’s Hoping the MMT Crowd Is Correct
• Bloomberg(Anjani Trivedi): Did China Get It Right? It’s Fair to Ask
• Bloomberg(Therese Raphael): Boris Johnson's Virus Response Keeps Getting Bigger
• Bloomberg(Karl W. Smith): The Coronavirus Recession Is Already Here
• Bloomberg(Jonathan Bernstein): Sanders Has Just One Thing Left to Fight For: Influence
• Bloomberg(Andreas Kluth): Can the European Union Survive the Coronavirus?
• Bloomberg(Bobby Ghosh): Europe Is Failing Its Test in Libya
• Bloomberg(Nir Kaissar): No, Stocks Are Not a Bargain Yet
• Bloomberg(Tim Culpan): SoftBank’s Nuclear Option Puts the 'You' Back In to WeWork
• Bloomberg(Tim Culpan): Huawei Bonds Outshine Alibaba, Tencent in Downturn
• Bloomberg(Andrea Felsted): Retailers May Have to Strike a Grand Bargain
• Bloomberg(Matthew A. Winkler): Low Municipal Bond Yields Will Aid Virus Recovery
• Bloomberg(Faye Flam): The U.S. Can Still Stop Coronavirus But Only With Better Testing
• CNBC(Annamaria Lusardi): The money will run short for many Americans. Start planning now for when it happens
• CNN(Julian Zelizer): Bernie Sanders' role in history is secure. He should accept the inevitable
• CNN(Elliot Williams): Donald Trump's single greatest accomplishment as President
• CNN(Lakshman Achuthan, Anirvan Banerji): The Fed's latest rate cut was a useless and desperate move
• MarketWatch(Nigam Arora): The U.S. government and American families have been swimming in debt — and will soon be drowning
• MarketWatch(Sanjiv Das): How coronavirus is already threatening the housing market
• MarketWatch(Emmanuel Saez, Gabriel Zucman): Government should say to businesses: Don’t lay anyone off — we got this!
• MarketWatch(Cam Hui): Americans need money — not more reasons to spend — or the coronavirus recession could be much worse
• MarketWatch(Richard Gunderman): These lessons from the 1918 flu can help us cope with today’s coronavirus pandemi
• MarketWatch(Sean Claessen): Consumer companies could do the right thing — and gain loyal customers forever — if they helped combat the coronavirus
• 한경(정동욱): 원전산업 몰락, 이대로 두고 볼 수 없다
• 서경(사설): 원전공사 재개 호소 귀담아 들어라
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