[Markets]
※ Wall Street gains as policymakers pull out all the stops
※ Dollar surges to highest since January 2017
※ ECB launches 750 billion-euro asset purchase program
※ Euro STOXX 600 rises in volatile trade
• 한국: 믿었던 채권마저 '패닉 셀'
[Indicators]
• US Jan. ABC Construction confidence index: The Construction Industry Improves Sales and Increase Staff During
• US Feb. PPI: US producer prices post biggest drop in five years
• US Mar. Philadelphia Fed Manufacturing Index: Philly Fed manufacturing index sees big plunge in March
• US Weekly Jobless Claims: Jobless Claims Rise Sharply
※ CNBC: Economist: Next week’s jobless claims could hit 2 million as coronavirus halt slams labor market
• UK Benchmark rates: Bank of England Cuts Rates Further, Restarts Bond Purchases
• 한국 2월 생산자물가: 코로나19 소비둔화에…2월 생산자물가 0.3% 하락
• 한국 주간 아파트 가격(감정원): 강남 하락폭 커지며 서울집값 9개월만에 보합
• 한국 주간 아파트 가격(부동산114): [아파트 시황] 강남4구 아파트값 1년 만에 동반 하락
• Japan Feb. CPI: Japan's core consumer prices rose 0.6% in February
• Japan Feb. Foreign tourists: Japan suffers 58% drop in foreign tourist arrivals on coronavirus
• Indonesia Benchmark rates: BI cuts rate, sees growth plunging to 15-year low as COVID-19 roils economy
• Vietnam Mar. 1~15 Balance of trade: Việt Nam racks up $900m trade surplus by mid-March amid COVID-19 epidemic
• Norway Weekly Jobless Claims: Norway’s 128% Unemployment Jump Shows Devastating Power of Virus
• South Africa Benchmark rates: S. Africa Cuts Interest Rate to 6-Year Low to Tackle Virus Fallout
• Coronavirus: SCMP Live Updates
[News]
• FT: The ECB steps up
• Bloomberg: China’s Benchmark Loan Rate Is Set to Drop
• Bloomberg: Fed Encouraged by Jump in Discount-Window Borrowing
• Bloomberg: So Far, Stimulus Is Leaving Mass Transit Behind
• Reuters: Exclusive: China to ramp up spending to revive economy, could cut growth target - sources
• Reuters: RPT-EXCLUSIVE-India mulls up to $1.6 bln rescue plan for aviation sector after coronavirus -sources
• MarketWatch: Mortgage rates surge to highest level since January even though the Fed just brought interest rates to 0% — here’s why
※ University of Southampton: Effect of non-pharmaceutical interventions for containing the COVID-19 outbreak in China
• SCMP: Coronavirus: China should avoid ‘bazooka’ efforts to rescue economy, warns top economist Yu Yongding
• Global Times: RCEP likely to be signed on schedule at end of 2020: official
• Global Times: Huawei may face product delays if virus not contained
• 매경(P1): 韓·美, 600억달러 통화스왑 전격 체결…2008년보다 2배 많은 규모
※ 기재부: 한국-미국, 양자간 통화스왑 체결 합의
• 매경: 韓銀 "美 전격결정 우리도 깜짝 놀라"
• 매경(P1): 中企·소상공인 대출 6개월 상환유예
※ 기재부: 제1차 비상경제회의 개최 결과
• 매경: 文대통령 "국민의 삶 무너지는 것 막아야"
• 매경(P1): 비강남 아파트도 종부세 대상 급증
• 매경: 도곡렉슬 등 현실화율 10%P이상 폭등 속
• 매경: 기업들 `돈맥경화`…우량 회사채도 외면
• 매경: 국민 70% "인프라투자확대"
• 매경: 서울시 `코로나 극복` 추경 8619억 편성
• 한경(P1): 항공사 6조 피해 직면했는데…정부 "3000억 빌려줄테니 나눠 써라"
• 한경: 원유 DLS 공포 현실화…1조 투자손실 위기
• 한경: 수입협 "중간재 수입 차질땐 제조업 직격탄"
• 서경(P1): 정의선, 현대차 이사회 의장 선임··· '책임경영 강화'
• 조선: 탈원전 반대 3인방, 공천서 엇갈린 운명
• 조선: 현대車 '2012년 대박의 추억'
• 동아(P1): 현대車, 美-유럽 주요공장 동시 가동중단
• 동아: 텅 빈 무대처럼… 출국장엔 안내로봇 한 대만
• 머니투데이(P1): "삼성 망하면 한국 망하는데 설마…'마통' 5000만원 뚫었어요"
• 머니투데이: "내가 겪어봐서 아는데…" 개미들 삼성전자 몰리는 이유
• 머니투데이: 삼성전자 '물린' 개미…'매수' 외쳤던 증권가도 '글쎄…
• 머니투데이: 기름값 내리겠지만…한국 '유가 폭락' 악영향이 더 큰 이유
• 헤럴드경제(P1): 삼성 첫 반도체 데이터센터 건설
• 헤럴드경제: 파운드리 ‘설계’ 寶庫…‘C쇼크’ 불구 이재용 초격차 속도낸다
• 헤럴드경제: 저금리 정책에도 ‘돈맥경화’ 여전했다
• 헤럴드경제: 공생 외친 산업계…‘52시간 룰’ 깨지나
• 헤럴드경제: SKT도 5G 산업용 드론 시장 출사표
• 헤럴드경제: ‘분상제’ 연장에도…분양가 협상·지연이자 갈등 ‘산 넘어 산’
• 파이낸셜뉴스(P1): 특별검역절차 첫날… 해외서 6000명 넘게 입국
• 파이낸셜뉴스: 아시아나, 전직원 무급휴직 검토
• 파이낸셜뉴스: '갤Z 플립 톰브라운' 추가 판매
• 파이낸셜뉴스: "코로나 극복 위해 건설규제 철폐해야" 건설협, 청와대·국회·정부에 건의
• 파이낸셜뉴스: 포스코건설, 5억5000만달러 말레이 화력발전소 수주
• 파이낸셜뉴스: 서울 연내 2만1938가구 분양… 분상제 연기로 숨통
• 파이낸셜뉴스: 세부담 커진 다주택자… 마용성 "빨리 팔자" 강남 "지켜보자"
• 디지털타임스: 막힌 벨류체인… 비상걸린 배터리·반도체
• 이데일리: 치솟는 환율, 내리꽂는 유가…기업 경영 불확실성 가중
• CEO스코어데일리: 발전 6개사, 에너지전환 '박차'…신재생설비 1년만에 41% 급증
• Equipment Journal: Doosan debuts the two-pass fill DL580-5 wheel loader
• MINING.com: Rio halts Kennecott operations after earthquake
• MINING.com: Expect more global mining disruptions – report
• 전자신문: 세계 全 지역 매출 상승…LG전자, 가전 경쟁력 통했다
• ZDNet Korea: 코로나에 스마트폰 시장 '상저하고' 예상...5G폰 전망치 유효
• 디지털데일리: 삼성·SK, 프리미엄 메모리 공략…‘HBM2E D램’ 시장 선점
• Phone Arena: Xiaomi gears up for the launch of its 5G phone, 80% of its supply chain has returned to normal
• Phone Arena: Samsung stores in the US will be closed until further notice
• Hannover Messe News: 3D-printed super magnets
• Robot Report: Stanford developing tetherless soft robot that changes shape
• 로봇신문: [화제 동영상]도쿄역 식당에 인턴으로 취직한 소바로봇
• Nikkei Asian Review: Japan car lobby chief says coronavirus having big impact on sales
• Nikkei Asian Review: Toshiba's $9bn payout on Kioxia at risk from volatility outbreak
• Nikkei Asian Review: Team Japan develops 10-minute coronavirus test
• Nikkei Asian Review: Japan quietly reopens as much of world locks down
• Nikkei Asian Review: Japan lawmakers weigh record stimulus amid pandemic
• Nikkei Asian Review: Tokyo Olympics should be delayed: Japan committee member
• Nikkei Asian Review: Ranks of crazy rich Asians grow but heirs face uncertain future
• Nikkei Asian Review: Japan's Takeda in push to debut COVID-19 treatment this year
• Economic Times: Manufacturing investments fell 15% in FY18: ASI data
• Business Standard: Covid-19: No community transmission yet; 820 random samples test negative
• Business Standard: PM Modi's coronavirus plan: Janata curfew, economic task force
• Business Standard: India to offer unemployment benefits to workers affected by coronavirus
• Folha de S.Paulo: Brazil Will Allow Companies to Cut Salaries and Workload by Half
• Moscow Times: Russia Props Up Ruble, Oil Producers
• Jakarta Post: Tax revenue down 5 percent as COVID-19 hits businesses
• Jakarta Post: Indonesia not ready to impose lockdown, says Sri Mulyani
• Myanmar Times: At least 10,000 now unemployed in Yangon garment sector
• Myanmar Times: COVID-19 will lead to slower Myanmar economy: MIC
• Myanmar Times: COVID-19 and the real estate sector
[Opinions]
• Project Syndicate(Anne O. Krueger): Only Multilateralism Can Save Us
• Project Syndicate(Erik Berglöf): A Pandemic Strategy as Global as COVID-19
• Project Syndicate(Anatole Kaletsky): Averting Economic Disaster Is the Easy Part
• Project Syndicate(Juergen Braunstein, Marion Laboure, Sachin Silva): The COVID-19 Cash Out
• Project Syndicate(Stephen S. Roach): The False Crisis Comparison
• FT(Christine Lagarde): The ECB will do everything necessary
• FT(Editorial Board): ECB and Bank of England deploy their big bazookas
• FT(Philip Stephens): National action cannot fix a global pandemic
• FT(Gillian Tett): Toilet rolls and Treasury bonds tell the same panicked story
• FT(Edward Luce): Donald Trump and the need to lead by example
• FT(Chris Giles): Scientists should take lessons from economists on virus response
• FT(Laurence Fletcher): This new market is no short sellers’ paradise
• FT(James Shotter): Poland may need a more effective ‘anti-crisis shield’
• FT(Simon Kuper): Governments need to make good use of this pandemic
• FT(Paul Hodges, Daniël de Blocq van Scheltinga): China’s property sector is at the epicentre of the crisis
• FT(Nelson Barbosa): How to pay for the war
• FT(Adair Turner): We need tax breaks and direct grants to sectors hit by pandemic
• FT(Joe Rennison): Downgrades are just one sign of ‘ugly’ credit market
• FT(Jemima Kelly): Elon doesn’t get it
• FT(Henny Sender): China is an odd refuge from the coronavirus crisis
• FT(Lex): US regional banks/oil: dust bowl ballad
• FT(Lex): ECB/bonds: a hiatus, not a reprieve
• FT(Lex): ETFs: dislocation inspires delta blues
• WSJ(Todd G. Buchholz, Victoria Buchholz): Make America Fun Again: Pass a Summer Stimulus Now
• WSJ(Daniel Henninger): Yes, Flatten the Curve
• NYT(Paul Krugman): 3 Rules for the Trump Pandemic
• NYT(Cornelia Griggs): A New York Doctor’s Coronavirus Warning: The Sky Is Falling
• WP(Editorial Board): The danger of a second wave
• WP(Henry Olsen): The United States might have a secret weapon against coronavirus
• WP(Paul Waldman): This recession is going to be bad. Really bad.
• WP(Paul Waldman): How the coronavirus crisis could make Biden a better president
• WP(Marc A. Thiessen): It’s time to practice social and economic distancing from China
• WP(Greg Sargent): Will a recession doom Trump? A new forecast says yes.
• WP(Michael Gerson): Coronavirus might make authoritarianism look like the answer. It’s not.
• WP(Cole Stangler): Macron’s coronavirus address shows the benefits of the welfare state
• WP(Devi Sridhar): Can Africa avoid being the next Europe in the fight against the coronavirus?
• WP(Mitch Daniels): The bright spots amid the darkness of the coronavirus
• Bloomberg(Michael R. Bloomberg): The Economic Response We Need to the Coronavirus
• Bloomberg(Daniel Moss): An Adventure in Economic Wonderland Comes to an End
• Bloomberg(Justin Fox): No, We’re Not All Going to Have to Stay Home for 18 Months
• Bloomberg(Brian Chappatta): The Time for 50-Year Treasuries May Have Finally Come
• Bloomberg(Andy Mukherjee): Virus Lockdown Is a $28 Billion Gig-Loan Buster
• Bloomberg(Liam Denning): Coronavirus Tests Whether Tesla’s Stock Is Built to Last
• Bloomberg(John Authers): Lagarde's Bazooka Isn't Big Enough for This Crisis
• Bloomberg(Julian Lee): Trump’s Plan to Stockpile Oil Plan Has a Rotten-Egg Smell
• Bloomberg(Chris Bryant): What Happens to a Car Sector That Can’t Make Cars?
• Bloomberg(Ferdinando Giugliano): Eurobonds Aren’t What Europe Needs Right Now
• Bloomberg(Ferdinando Giugliano): Christine Lagarde Is Third-Time Lucky
• Bloomberg(Jonathan Bernstein): Thoughts on the Politics of the Coronavirus
• Bloomberg(Noah Feldman): U.S. Federalism Isn’t Great at Handling Pandemics
• Bloomberg(Bobby Ghosh): Judge Iran’s Coronavirus Crisis by Regime’s Deeds, Not Words
• Bloomberg(Max Nisen): Trump Is Overhyping Unproven Coronavirus Drugs
• Bloomberg(Marcus Stanley): States Need Help From the Fed This Time
• Bloomberg(Ellen R. Wald): Saudi Aramco Will Find It Increasingly Hard to Serve Two Masters
• Bloomberg(Mary Duenwald): Test Everyone for Coronavirus? We're Not There Yet
• Bloomberg(Matt Levine): Curing a Pandemic Could Make You Rich
• CNBC(Heidi Heitkamp): Trump must put families and small businesses first as coronavirus catastrophe grows
• CNBC(Victor Li): What will come in the aftermath of coronavirus for economy? I’d worry about stagflation
• CNN(Michael Bociurkiw): Canadian-US border closing is unlike anything we've seen before
• CNN(Michael Linden): Giving all US adults cash could help stop a depression
• MarketWatch(Aisha Nyandoro): Show us the money: Cash is the coronavirus vaccine we need now
• MarketWatch(Vitaliy Katsenelson): Surviving the coronavirus crash: ‘You make most of your money in a bear market; you just don’t realize it at the time’
• MarketWatch(Philip van Doorn): Airlines and Boeing want a bailout — but look how much they’ve spent on stock buybacks
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