Business Intelligence Monitor 200323

(Introduction)

[Markets]

•   Global: New York order spooks Wall Street, offsets calm from policy efforts

※   Wall Street retreats after New York issues stay at home order

※   Dollar eases as central banks pledge liquidity

※   European stocks gain after volatile week

※   Oil posts steepest weekly fall since 1991

※   Macro 백업표

※   Industry 백업표

•   US: U.S. Futures Plunge to Volatility Limit on Recession Fears

•   한국: 코스피, 7.4% 급반등해 1,560선 회복

•   서경: 불안한 7% 급등...외인, 장막판 25분새 선물 1조 던져

•   한국: 韓·美 통화스와프의 힘…채권시장 급속 안정

•   Metals: Copper heads for worst week since 2011 as virus chill bites

•   Grains: U.S. wheat, soy rise after export deals; corn sags on ethanol woes

[Indicators]

•   US Feb. Existing-home sales: Existing-Home Sales Jumped in February, But Economists Expect Slowdown

•   US Q1 GDP Nowcast: Mar 20, 2020: New York Fed Staff Nowcast

•   China Benchmark rates: China keeps benchmark loan rate unchanged despite coronavirus

※   SCMP: China unexpectedly keeps benchmark rate unchanged, but for how long?

•   한국 4분기 FDI: 해외직접투자 사상 첫 600억달러 돌파

•   한국 1월 전력통계: 1월 산업용 전력판매량, 11년만에 최대폭 하락

•   한국 1월 서울 소비자태도지수: '우한 코로나' 여파로 서울시민 체감경기 급락…전 분기 대비 11% 감소 - Chosunbiz > 피플 > 경제 일반

•   India Mar. Foreign reserves: Covid effect: Forex reserve falls by $5.3 billion in a week

•   Russia Benchmark rates: Russia holds rates to protect rouble despite virus slowdown

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: California Orders Lockdown for State’s 40 Million Residents

•   WSJ: Coronavirus Testing Chaos Across America

•   WSJ: Illinois, New York, California, Nevada Tighten Restrictions to Fight Coronavirus

•   WSJ: Bond-Market Strains Keep Traders on Edge

•   WSJ: ‘I Have Bills I Have to Pay.’ Low-Wage Workers Face Brunt of Coronavirus Crisis

•   WSJ: Elon Musk’s Defiance in the Time of Coronavirus

•   WSJ: Confirmed Global Virus Cases Near 330,000

•   WSJ: Why It’s So Difficult to Stop the Spread

•   WSJ: What Will Testing and Treatment Cost Me?

•   WSJ: The Worst of the Selloff Isn’t Here Yet, Banks and Investors Warn

•   WSJ: Globe-Spanning Volatility Trade Is Hit Hard

•   WSJ: Marriott, Hotel Owners Furlough Thousands of Workers, Cut Staff

•   WSJ: Virus and Oil-Price Plunge Buries Shale and Occidental’s Big Bet

•   WSJ: WeWork’s Board Prepares for a Fight as SoftBank Gets Cold Feet

•   WSJ: Coronavirus-Triggered Downturn Could Cost Five Million Jobs

•   WSJ: U.S. Layoffs Likely Surged to Unprecedented Level This Past Week

•   WSJ: Coronavirus Hits Already Frail U.S. Farm Economy

•   WSJ: Why Fed Had to Backstop Money-Market Funds, Again

•   WSJ: ‘I Have Bills I Have to Pay.’ Low-Wage Workers Face Brunt of Virus Crisis.

•   WSJ: Economy Week Ahead: Assessing Mounting Damage from Coronavirus Pandemic

•   WSJ: With Unmandated Sick Leave, U.S. Economy Is More Vulnerable to Pandemics

•   WSJ: Banks Continue to Seek Less Funding Than Fed Offers

•   WSJ: Fed Adjusts Money-Market Lending Facility to Include Municipal Debt

•   WSJ: Lessons for the Coronavirus Crisis From Six Other Disasters

•   WSJ: Newsletter: Brace for a Surge in Layoffs

•   WSJ: Trump Administration Asks States to Keep Quiet About Jobless Figures

•   WSJ: How CEOs Are Handling the Challenges of an Upside-Down World

•   WSJ: Nissan Readies Revival Plan, Though Timing Is ‘Terrible’

•   WSJ: Coronavirus Rescue Bill Moving Toward a Final Senate Vote Monday

•   NYT: Trump Resists Pressure to Use Wartime Law to Mobilize Industry in Virus Response

•   NYT: Coronavirus Could Overwhelm U.S. Without Urgent Action, Estimates Say

•   NYT: Coronavirus Stimulus Package Spurs a Lobbying Gold Rush

•   NYT: Governments and Companies Race to Make Masks Vital to Virus Fight

•   NYT: Coronavirus Recession Looms, Its Course ‘Unrecognizable’

•   NYT: Italy, Pandemic’s New Epicenter, Has Lessons for the World

•   NYT: Used to Meeting Challenges With Bluster and Force, Trump Confronts a Crisis Unlike Any Before

•   NYT: How the Virus Got Out

•   NYT: The U.S. Shut Down Its Economy. Here’s What Needs to Happen in Order to Restart.

•   NYT: Help Wanted: Grocery Stores, Pizza Chains and Amazon Are Hiring

•   NYT: Your Money: A Hub for Help During the Coronavirus Crisis

•   NYT: ‘Terrified’ Package Delivery Employees Are Going to Work Sick

•   NYT: Coronavirus Recession Looms, Its Course ‘Unrecognizable’

•   NYT: As Crisis Deepens, Companies Hand Out Cash to Workers

•   WP: Negotiators race to finalize coronavirus rescue bill to aid reeling economy

•   WP: Shutting down the city that never sleeps

•   WP: The economy and life may be reshaped by the coronavirus pandemic

•   WP: Stay home or carry on?

•   FT: Interventions finally help calm markets after week to forget

•   FT: California police to use drones to patrol coronavirus lockdown

•   FT: Germany’s coronavirus anomaly: high infection rates but few deaths 

•   FT: Londoners reluctant to leave the pub for coronavirus

•   FT: China struggles to get back to work after lockdown

•   FT: Poland criticises EU ‘smoke and mirrors’ coronavirus response

•   FT: Exhausted Iranian healthcare workers at risk

•   FT: Coronavirus: the moment for helicopter money

•   FT: Volvo back to ‘normal’ in China as it shuts EU and US car plants

•   FT: The biotech start-ups racing to create quicker coronavirus tests

•   FT: Race to find treatment using re-engineered medicines

•   FT: Investment veterans try to get to grips with ‘broken’ markets

•   FT: Democrats cast doubt on quick $2tn US stimulus deal

•   FT: Coronavirus death toll surges in Italy and Spain

•   FT: Germany to spend extra €122.5bn to counter coronavirus slump

•   FT: Merkel in quarantine after meeting infected doctor

•   FT: India goes into lockdown as coronavirus spreads

•   FT: India braces for coronavirus onslaught as parts of country shut down

•   FT: Asia steps up efforts to battle new infections

•   FT: Vladimir Putin keeps political plan on track despite virus crisis

•   FT: African nations move swiftly to head off coronavirus spread

•   FT: UK warns of tougher measures on public movement

•   FT: Carmakers dust off Brexit plans to deal with factory shutdowns

•   FT: Why coronavirus could hit Iran harder than US sanctions

•   FT: Coronavirus: More businesses in Italy to shut down as outbreak worsens – as it happened

•   FT: UK urges vulnerable people to stay at home for 12 weeks

•   FT: Fed buys more mortgage bonds as rates rise above 4%

•   FT: Opec discusses output cuts with US producers

•   FT: Sunak rescue package offers hope to worried workers

•   FT: How is Sunak aiming to avert an economic meltdown?

•   FT: Young people are not invincible, warns WHO head

•   FT: UK scientific advisers warn of social distancing up to a year

•   FT: US and Mexico considering partial border closure

•   FT: Jaguar Land Rover to suspend operations at all UK plants

•   FT: Southern Europe loads up its digital shopping baskets

•   FT: Market questions: economic fallout, China’s recovery, BoE rates

•   FT: Real-time data show virus hit to global economic activity

•   FT: EU plans fiscal firepower boost to tackle virus fallout

•   FT: How Singapore waged war on coronavirus 

•   FT: Why coronavirus could hit Iran harder than US sanctions

•   Bloomberg: Morgan Stanley Sees U.S. Economy Plunging 30% in Second Quarter

•   Bloomberg: U.S. Jobless Rate May Soar to 30%, Fed’s Bullard Says

•   Bloomberg: Bruised Hedge Funds Ask Clients for Fresh Cash to Buy the Dip

•   Bloomberg: Top Economists See Echoes of Depression in U.S. Sudden Stop

•   Bloomberg: Treasury Market in Tumult Stares Down $340 Billion More Debt

•   Bloomberg: Italy Bans Movement Inside Country as Another 651 People Die

•   Bloomberg: Hong Kong’s Economy Is in ‘Deep Water,’ Finance Chief Says

•   Bloomberg: China Talks Up Post-Virus Rebound as World Economy Shuts Down

•   Bloomberg: Glut of Jet Fuel Is on Brink of Overwhelming Global Storage

•   Bloomberg: Amazon’s Bezos Tells Workers Coronavirus Will ‘Get Worse’

•   Bloomberg: Lessons from China on the Economic Slump Coming for the World

•   Bloomberg: World’s Largest Long-Haul Airline to Halt Almost All Flights

•   Bloomberg: Coronavirus Slowing Desert Locust Response in East Africa

•   Bloomberg: Fed Could Provide Massive Support for Business, States in Bill

•   Bloomberg: Judging the Economic Damage of the Pandemic

•   Bloomberg: Dire Dollar Shortage Shows Failure to Fix Key Crisis Flaw

•   Bloomberg: Mexico Central Bank Will Repeat Unscheduled Decisions If Needed

•   Bloomberg: The U.S. Depends On Service Jobs More Than Ever. Now They're Evaporating.

•   Bloomberg: Euro’s Survival at Stake as Region on Course for Worst Half Ever

•   Bloomberg: Monster Job Losses Force Canada to Confront Scale of Crisis

•   Bloomberg: What to Know About the 2020 U.S. Tax Season

•   Bloomberg: How the Fed’s Swap Lines Aim at Dollar Funding Stress

•   Bloomberg: Internet Traffic is Surging But The Pipes Aren’t Bursting Yet

•   Bloomberg: One Sector Is Keeping Dealmakers Busy Amid Coronavirus Gloom

•   Bloomberg: Oil News: Demand Catastrophe Means the Price War is a Sideshow

•   Bloomberg: Tens of Thousands Are Getting Laid Off in U.S. Shale Patch

•   Bloomberg: S. Africa Economy Silence Contrasts With Drastic Virus Steps

•   Bloomberg: Philippines Congress to Prepare $3.93 Billion Stimulus Package

•   Bloomberg: U.S. Shows Willingness to Remove Tariffs on Medical Supplies

•   Bloomberg: Turkey, Israel Virus Cases Near 1,000; Saudi Infections Increase

•   Reuters: Spain's PM Sanchez calls for EU 'Marshall Plan' to fight coronavirus

•   Reuters: China cbank official expects significant improvement in Q2 economic indicators

•   Reuters: Iran's Khamenei rejects U.S. help offer, vows to defeat coronavirus

•   Reuters: Indonesia confirms 64 new coronavirus cases, 10 new deaths

•   Reuters: Macron's popularity jumps as French approve of coronavirus response

•   Reuters: Brazil coronavirus cases top 600, diplomatic spat with China bubbles

•   Reuters: BHP to exclude contractors at Chile copper mines for 15 days

•   AFP: Private, online and hi-tech: the coronavirus economy

•   CNN: Starbucks is closing its cafes due to coronavirus, with some exceptions

•   CNN: 30 days that brought the world to the brink of a depression

•   CNBC: These charts show how fast coronavirus cases are spreading

•   CNBC: WHO officials say at least 20 coronavirus vaccines are in development in global race for cure

•   CNBC: Coronavirus: What the global response means for the climate crisis

•   CNBC: How wearable robots are helping people with paralysis walk again

•   Fox Business: Average family of 4 to get $3,000 check in virus relief bill: Mnuchin

•   SCMP: Exclusive | A third of virus cases may be ‘silent carriers’, classified data suggests

•   SCMP: Italian doctors saw ‘strange pneumonia’ in Lombardy in November

•   SCMP: Travel after the coronavirus – can it be more sustainable?

•   SCMP: China talks up growth prospects, as premier says small firms must survive

•   SCMP: China looks to G20, IMF to boost policy coordination amid virus fallout

•   SCMP: US-China tensions could diminish Beijing’s role in G20 virus response

•   SCMP: China’s economy slowly emerging from lockdown with power, transport gains

•   SCMP: Relaxed rules could speed up China’s urbanisation, offer boost amid virus

•   Global Times: Consumption stimulus to drive economy in first half of 2020: experts

•   매경(P1): 집밖에서 돈을 안쓴다…`큐코노미` 쇼크

•   매경: "면세점 3주 매출이 30만원…공항 간 사람조차도 외면"

•   매경: 큐코노미發 일자리 위기…소비위축→매출감소→실업증가 `악순환`

•   매경(P1): "1분기 마이너스성장 배제못해"

•   매경: 홍남기 "대형 항공사도 지원…기본소득 도입땐 복지예산 줄여야"

•   매경: 금융위기때 효과 본 `통화스왑`…이번엔 방역·실물회복이 변수

•   매경: 마스크 보릿고개 넘나…원재료 53t수입 성공

•   매경: 강경화 "한중일, 기업인 예외입국 허용해야"

•   매경: 韓 "한국인 임금 우리가 부담" 제안했지만…美 끝내 거부

•   매경: 원자력硏 30년간 방사성물질 유출

•   매경: 자영업 구하기 나서는 정부…소득세·부가세 납부유예 검토

•   매경: 산은 회장 "韓銀 안일하다" 일침

•   매경: "코로나 극복위해…현대차 근로시간 연장해야"

•   매경: 시세 똑같이 1억 올랐는데, 공시가 상승 3억 差

•   매경(P1): `반도체 30배` 욜드산업이 미래다

•   매경: 국내 욜드산업 10년후 168조원…6070세대, 소득 5만弗 이끈다

•   매경: 노인세대는 부양의 대상?…욜드에 대한 오해와 진실

•   매경: 新인류 욜드 등장…사회·경제 전체 새롭게 디자인 해야

•   매경(P1): [단독] 장차관 연봉 10% 반납…1급이하도 동참 추진

•   매경: [단독] 대학총장·軍장성도…`월급 반납` 동참하나

•   매경: [단독] 자발적 봉쇄 `0`…대구 요양병원 감염 속출할 수밖에

•   매경: 확진자 6명중 1명 해외유입…정부 "입국 막지는 않을 것"

•   매경: [세종 인사이드] 기재부 저격수, 이번엔 `론스타 대응` 폭로

•   매경: 정부, 1분기 역성장 우려 커지자 2차 추경 논의 `솔솔`

•   매경: "재정지출 늘려봐야…중산층 지갑 안 연다"

※   국회예산정책처: 예산정책연구 제9권 제1호

•   매경: 기준금리 내려도…주담대 금리 되레 올랐다

•   매경: "정유, 최악의 적자 위기"…SK 긴급회의 소집

•   매경: 증안기금, 급락때 `4·3·3` 세차례 투입키로

•   매경: "50만건 증권뉴스 분석…5분만에 AI로 주가예측"

•   매경: 서울 10곳 6천가구 더…상한제 피해 분양

•   매경: 코로나·공시가 상승에…강남·마용성 매수문의 `뚝`

•   매경: 공시가 현실화 고삐죄는 박원순

•   매경: `52시간제 한시 유예` 경기도 반대로 불발

•   한경: 코로나로 망가진 지역경제, 지역화폐로 살린다고?

•   한경: "외환시장 불안 다소 완화되겠지만…지금은 금융위기 때보다 상황 엄중"

•   한경: '카나리아의 경고' 잊었나…기업 신용위험 8년 만에 최고로

•   한경: IPO·증자·회사채…기업 자금조달 모든 길이 막혔다

•   한경: 3대 글로벌 신평사, 하락 위험 '경고음'…日보다 높은 韓 신용등급 지켜낼까

•   한경: 車부품업체들, 공장 가동 '삐걱'

•   한경: LG화학·삼성SDI 배터리 장착 전기차 4개 모델 中 보조금 받는다

•   한경(P1): 정부, 코로나 백신 개발에 고작 1억 지원

•   한경(P1): 자금줄 말라 '급전' 찾는 기업들…'만기 하루짜리 CP' 2兆 넘게 쏟아져

•   한경: 항공사 채권값 급락…ABS도 '잠재적 뇌관'

•   한경: 與 "한은·산은이 회사채·CP 매입 나서야"…정부에 '질적완화' 요청

•   한경(P1): 소비·수출 이어 투자도 급속 악화…경제 3대축 모두 흔들린다

•   한경: 재난기본소득 대신에…건강보험료 감면·유예 검토

•   한경: "관광·마이스 지원금 두 배 늘렸다는데…보증서 받으려면 한 달"

•   한경: 공공부문에 무급휴직 권고하던 정부, 기업엔 유급휴직 '강제'

•   한경: "코로나 피해, 보편적 지원보다 핀셋 지원이 더 효과적"

•   한경: 정부, 기업 자금난 진화에 27兆 투입

•   한경: "ODM 강화" 승부수…'위기의 LG폰' 살릴까

•   한경: 현대車 230%↑ 삼성전자 90%↑ "반등때도 대장株"

•   한경: 코로나 충격…기업 1분기 영업익 전망치 17%↓

•   한경: 코로나에 감염된 증시…'안전자산' 현금 확보하라

•   한경: 코스피 반등 했지만…바닥 어디인가 '불안'

•   한경: 올라도 삼성전자, 내려도 삼성전자…장기 투자자에겐 두려울 게 없다

•   한경: "LG화학·삼성전기·삼성SDI…대형株 사놓고 6개월만 기다려라"

•   한경: 변동성 커진 시장…경기 방어株 비중 높이는 전략을

•   한경: 1523社 '슈퍼 주총위크'…우리·신한금융 관심

•   서경(P1): 시총 10배인데···증안펀드 규모, 30년전 그대로

•   서경: 외국인 하루에 1조 순매도..."5조 증안펀드로 얼마나 버티겠나"

•   서경: "최대 20조로...CP도 매입해야" 채안펀드에 쏟아진 시장 주문

•   서경(P1): 이 와중에···현대重 노조 , 집회·파업 강행

•   서경: "코로나로 어려운데 파업하면 분명 민폐"

•   서경: 대기업도 지원...'P-CBO' 이르면 내달초 발행 추진

•   서경: 반도체는 기술전쟁 코어, "敵에게 넘기느니 내가 품겠다"

•   서경: [S머니] 집값 떨어진 지방도 9억 초과 3배↑...전국 곳곳 종부세 폭탄

•   서경: 6월까지 만기 56조...'돈 가뭄'에 A등급도 공모채 대신 사모채로

•   서경: 금융지주, 채안·증안펀드 '이중 출자' 불가피

•   서경: 주가 폭락에 현금 상환 잇따라 요구...中企 전환사채發 위기까지 덮치나

•   서경: "증안펀드 키우고 한일 통화스와프 해야"

•   서경: 김동연 "이젠 경제방역에도 지혜 모아야 할 때"

•   서경: 보름여만에 32억弗↑···달러예금 '밀물'

•   서경: 출범은 했지만···자금난에 짓눌린 신규 LCC

•   서경: 美 ITC "SK이노, 배터리 소송 증거인멸"··· 양사 합의 관건은?

•   서경: 반도체 시장도 코로나 감염되나

•   서경: 현대차 美 앨라배마공장, 가동중단 31일까지 연장

•   서경: 환율 올라도 웃지 못하는 수출 中企

•   서경: "빨아 쓰는 나노마스크, 내달부터 하루 20만장씩 공급"

•   서경: 재택근무 한달째...노사 모두 피로감 호소

•   서경TV: [더 탐사] 두산중공업 등기 미스테리…검인도, 등기신청서도 없이 주인이 됐다?

•   조선(P1): 유럽에서 온 입국자 내일부터 전원 코로나 검사

•   조선: 어제 서울 확진 27%가 유럽서 입국 "중국보다 위험하다"

•   조선: 8년전 종료된 韓日 통화스와프… 정치에 막혀 있다

•   조선: KF80 마스크 쓰라는 정부… 2년전엔 "전염병 못막는다"

•   조선: '동학개미운동' 외치는 2030 vs 주가 바닥 모른다는 4050

•   조선(P1): 유럽서 1300명 입국, 하루 검사비만 2억

•   조선: EU 35개국은 한국 막는데… '중국 첫단추' 잘못 꿰 줄줄이 꼬였다

•   조선: 흡연자 더 취약… 中선 코로나 악화위험 14배

•   조선: 신천지 첫 확진자, 31번 맞나… 먼저 입원한 폐렴 환자들 있었다

•   조선: 전기차株, 비트코인처럼 널뛰기

•   조선비즈: 전쟁터라는 재건축 수주전에서 잇달아 나오는 '무혈입성'

•   조선비즈: 매출부진 못견디고…서울 음식점·술집 폐업 작년보다 9% 늘었다

•   조선비즈: [단독] 금감원, 기업 신용등급 전수조사… 회사채발 위기 ‘경계’

•   인베스트조선: 증시 폭락이 두려운 오너들…주식담보대출 최대는 두산·효성

•   중앙(P1): 돈 푼다는데 내 차례 올까, 속타는 ‘풀뿌리 경제’

•   중앙: 자영업자 “이자 10%라도 달려갈 판…1%대 대출은 어디서”

•   중앙(P1): 대구 요양병원서 또 47명 확진

•   중앙: 젊은 경증 환자 많아 낮았던 치명률, 갈수록 ‘역주행 상승’

•   중앙: ‘기본소득’이라는 재난기본소득, 실제로는 ‘피해 지원금’

•   중앙: 코로나 치료제 “상반기 임상 결과” vs “연내 개발 어려워”

•   중앙(P1): 신천지·TK 빼면 확산세 꺾이지 않았다

•   중앙: 시장 상인 “추경 11조 어디에 쓰나…차라리 전기·수도료 낮춰줬으면”

•   중앙: 0%대 예금금리 시대, 1000만원 1년 맡겨 10만원도 못 받아

•   중앙: “이런 상황 두세달 가면 수출입 중소기업 곡소리 나올 것”

•   동아: “고용감소 속도, 대공황 때와 비슷”… 소비위축→실업 악순환 우려

•   동아: 희망퇴직-휴직-휴업… 국내도 ‘비자발적 백수’ 급증

•   동아: 원유철 “신속하게 혼란 수습”… 통합당 영입인재 전진 배치할 듯

※   기존 46명 명단에 없던 김성원 전 두산중공업 부사장, 김용하 순천향대 교수 등 황 대표가 ‘경제실정 심판론’을 강조하며 영입했던 인사도 검토 대상으로 올릴 계획

•   동아(P1): 미사일 도발 다음날 北 “트럼프 친서 받아”

•   동아(P1): 정부 “방역 명령 어기면 처벌… 관용없다”

•   동아(P1): 번지는 개학 추가연기론, 9월학기제 검토 주장도

•   동아: 한진칼 27일 주총 ‘경영권 대결’… 남매간 지분경쟁 장기전 가능성[인사이드&인사이트]

•   동아: 5G 1년… 한국 접속범위-속도, 美보다 월등

•   동아: 코로나로 멈춰서는 美-유럽 공장… 전자업계 “2분기가 두렵다”

•   문화: “올해 국내 車생산 350만대로 추락할것”

•   문화: 물량 급감에 해운업 휘청 “저유가가 그나마 버팀목”

•   문화: 수도권 공공주택, 2025년까지 30만가구 추가공급

•   비즈한국: [3·4세 경영시대] 두산중공업 '시험대' 오른 박정원 두산그룹 회장

•   국민: 방사포? 탄도미사일?… 北이 잇따라 쏜 발사체, 넌 뭐냐

•   한겨레: 기후변화가 울린 경계경보…‘좌초자산’의 해일이 밀려온다

•   경향: ‘사람이 미래’라던 두산의 선택

•   머니투데이: "손님 끊겨도 임대료는 따박따박…" 돈이 간절한 자영업자들

•   머니투데이: "38년 사업하면서 매출 0원 처음"…코로나에 흔들리는 中企

•   머니투데이: 집 밖은 위험해…'사회적 거리두기'가 만든 신 소비문화

•   머니투데이: '배부른 귀족' 불명예 벗는다… 현대차 노조의 반전

•   머니투데이: "1000억 장비 어쩌나"…美·유럽 셧다운에 반도체도 '빨간불'

•   머니투데이: "지금은 비상시국" 금융당국-은행권 내일 '또' 만난다

•   머니투데이: 취약층부터 덮친 코로나, 고용안전망 시급

•   머니투데이: 코스피 1100선 경고한 센터장 "하루 반등했다고 바닥?"

•   헤럴드경제(P1): 삼성 슬로바키아 TV공장 23일부터 일주일 셧다운

•   헤럴드경제: 연간 700만대 생산…삼성 ‘유럽 심장’ 18년만에 멈춰선다

•   헤럴드경제: 헝가리 공장 인력 파견…삼성SDI, 전세기 투입 검토

•   헤럴드경제: 위기속 바뀌는 경제 패러다임…“기업, 허들 넘을 마지막 기회”

•   헤럴드경제: 배터리업계, 동유럽 이어 美 공장 증설도 위기

※   두산 관계자는 “이미 공장 건설이 마무리 단계여서 인력 투입에 큰 영향은 없다”면서도 “사태가 장기화 할 경우 물류 지연 등 차질 가능성에 예의 주시하고 있다”고 말했다.

•   헤럴드경제: 일단 한숨 돌린 외화자금…코로나發 재정조달은 ‘초비상’

•   파이낸셜뉴스(P1): 원유DLS 1조 '원금손실 공포'[마켓워치]

•   파이낸셜뉴스(P1): 통화스와프도 임시처방일뿐..사재기 광풍에 달러 씨마른다

•   파이낸셜뉴스: 경상수지 위축 불가피… ‘외환 안전판’ 흔들리나 [이슈 분석]

•   파이낸셜뉴스(P1): 韓 경기침체 문턱… 올 성장률 -1% 전망

•   파이낸셜뉴스(P1): "친기업 프레임으로 대전환..시장에 확실한 메시지 줘라" [경제위기 당시 수장에게 듣는다]

•   파이낸셜뉴스: "면역력 떨어진 한국경제, 온갖 처방 나오지만 한방 없어" [경제위기 당시 수장에게 듣는다]

•   파이낸셜뉴스: "홍 부총리 경질 발언은 자해행위"

•   파이낸셜뉴스: "정부 비상경제회의 너무 늦었다"

•   파이낸셜뉴스: 일자리 쫓겨나는 비정규직… ‘코로나發 정리해고’ 시작됐다 [코로나19 경제 직격탄]

•   파이낸셜뉴스: 내년 탄소배출권 유상할당 확대… 에너지·철강사 등 수천억 비용 부담

•   파이낸셜뉴스: 1800만원짜리가 26만원에… 헐값에 넘어가는 상가 [코로나19 경제 직격탄]

•   파이낸셜뉴스: 시장 불확실성에 은행도 증거금 리스크 '곤혹'

•   파이낸셜뉴스: 코로나 악재에도… 삼성전자, 반도체 투자 계속된다

•   디지털타임스(P1): 외투기업 41% "코로나 장기화땐 韓사업 축소"

•   디지털타임스: `회사채신속인수제` 띄워 기업 자금난 숨통 틔운다

※   내달만기 두산重 포함될지 주목

•   연합: 삼성 파운드리 점유율 2%p 하락…"코로나로 성장둔화 가능성"

•   뉴시스: [에너지 新생태계, 지속가능이 핵심이다]관건은 수소경제, 향후 3~4년이 '골든타임'

•   뉴시스: [에너지 新생태계, 지속가능이 핵심이다]전력믹스 시대 지나 에너지믹스로…대한민국 현주소는

•   뉴시스: [에너지 新생태계, 지속가능이 핵심이다]수소전지 아파트, 수소열차 시대 열린다

•   뉴시스: [에너지 新생태계, 지속가능이 핵심이다]수소충전소 구축하고 제로에너지건축 활성화

•   뉴시스: [에너지 新생태계, 지속가능이 핵심이다]해외서 35조 번 한전, 새 먹거리에 '깨끗한에너지'

•   뉴시스: [에너지 新생태계, 지속가능이 핵심이다]한수원·한난, 연료전지로 녹색성장 밑거름 뿌린다

•   뉴시스: [에너지 新생태계, 지속가능이 핵심이다]가스공사, 에너지믹스 시대로 가는 교두보 놓는다

•   뉴스1: "아이들 안전 위협 해상풍력 안돼"…제주 학부모들 '성토'

•   CEO스코어데일리: 두산건설, 사추위 '교수·김앤장' 출신으로 사외이사 구성

•   이뉴스투데이: [단독] 두타, 개점휴업 상인들에 강요‧회유 정황 포착

•   더퍼블릭: 박정원 회장의 두산건설 애착 ‘위기의 두산重’ 장본인?

•   더구루: CATL, 英서 '최고 배터리 제조사' 지위 획득…삼성·LG·SK와 동급

•   Power Engineering: If carbon neutral by 2050 is the Moon Shot, where’s the Rocket Ship?

•   reNews: COVID-19: Vestas in talks to reopen Spanish plant

•   reNews: COVID-19: '25GW of US wind projects at risk'

•   reNews: COVID-19: Electricity sector ‘critical’ to virus response - reNews - Renewable Energy News

•   FuelCellsWorks: Hydrogen: Germany's First Test Stand for Electrolysers is Created - FuelCellsWorks

•   FuelCellsWorks: Beijing Jingneng Plans to Build 5GW Wind-Solar-Hydrogen Complex - FuelCellsWorks

•   에너지경제: 코로타19 팬데믹에 글로벌 LNG시장 '빨간불'

•   가스신문: 올해 정부 보급사업 예산·보조금 모두 삭감

•   KHL: Construction considered ‘essential’ in many US regions

•   Construction Equipment: Caterpillar Releases Automation Technology

•   For Construction Pros: How Is the Road Building Industry Coping with Coronavirus?

•   건설경제: [총선으로 보는 건설 이슈] ‘BTOㆍBTL 혼합 모델’ 안착 최우선 과제

•   건설경제: 국토부, 경제활력 제고ㆍ불합리한 규제 개선 본격 추진

•   OilPrice.com: The Unique Impact Of Social Distancing On Energy Demand

•   OilPrice.com: Mexico’s Budget Is Protected By Its Mega Oil Hedge

•   OilPrice.com: Tanker Rates Explode As Markets Brace For Record Oil Glut

•   OilPrice.com: Refiners Race To Reduce Rates As Fuel Demand Falls Off A Cliff

•   MINING.com: CHART: 40-year cost curve shows copper price rout likely over

•   MINING.com: Global copper production disruptions

•   CNET: Smartphone shipments see record drop as coronavirus stops shoppers

•   Verge: Google’s coronavirus website finally launches alongside enhanced search results

•   전자신문: 고용유지지원 신청 하루에 700~800곳…이번주 2만개 돌파 전망

•   전자신문: 코로나19가 할퀴어도 꺾이지 않는 中 '반도체 굴기'

•   ZDNet Korea: 삼성-LG, 프리미엄 TV 가격 문턱 낮춘다

•   디지털데일리: 세계 곳곳 완성차업체 조업 중단 확산…ICT업계 여파는?

•   Phone Arena: Best new phones expected in 2020

•   Phone Arena: Apple is not worth as much as it was five months ago

•   Phone Arena: Samsung fans give the ultimate insult to the manufacturer's chipsets

•   Phone Arena: Huge Huawei P40 & P40 Pro 5G leak reveals almost every last detail

•   Inside EVs: Northvolt Delivers Largest Battery Order To Date To Epiroc

•   Inside EVs: Panasonic To Suspend Battery Production At Tesla Gigafactory

•   Inside EVs: Cheap Electric Cars You Can Buy Today: Under $10,000

•   Hannover Messe News: Lean management and digitization complement each other

•   Robotics & Automation News: Smart building automation and the future of property development in cities

•   Robotics Tomorrow: Seen, stored, learned - Self-learning robots solve tasks with the help of an Ensenso 3D camera

•   Robot Report: Startup profile: Cambrian Intelligence making cobots easier to use

•   Robot Report: Mobile robots from MiR help Danish wholesaler ICM meet demand for protective gear

•   로봇신문: 빠르게 날아오는 공을 피하는 드론

•   로봇신문: [화제 동영상]자기 몸만한 '게'와 싸우는 소형 로봇

•   로봇신문: 일본 ZMP, 물류 로봇 '캐리로' 업그레이드 가속화

•   로봇신문: 화낙, '中 공장 자동화 덕'...글로벌 60만 대 로봇 공급

•   Nikkei Asian Review: IOC eyes 4-week deadline for deciding fate of Tokyo Olympics

•   Nikkei Asian Review: Coronavirus puts cruise industry in rough waters in Asia

•   Nikkei Asian Review: Japan scouts more Asian players for TPP to cut China dependence

•   Nikkei Asian Review: Flu fighter Avigan gets coronavirus call after 30 years in bullpen

•   Nikkei Asian Review: Bach says IOC 'considering different scenarios' for 2020 Games

•   Nikkei Asian Review: Japan's Takeda in push to debut COVID-19 treatment this year

•   Nikkei Asian Review: Johnson & Johnson tests 10 variants of coronavirus vaccine

•   Nikkei Asian Review: Asian airlines fly vacant planes as coronavirus hits demand

•   Mainichi: Japan eyeing corporate tax refunds for virus-hit companies

•   Mainichi: Japan economy at critical juncture as virus risks growth, Olympics

•   Japan Times: Japan considers ¥30 trillion stimulus to fight coronavirus outbreak

•   Japan Times: Coronavirus disrupts supply chains for Japanese housing, gaming industries

•   Economic Times: Fitch cuts India growth forecast to 5.1% for FY'21 in wake of coronavirus outbreak

•   Economic Times: Covid 19: Steps govt can take to mitigate the hit on the economy

•   Economic Times: SBI announces emergency credit line in light of COVID-19

•   Economic Times: India's coronavirus count till now: New cases, deaths, clampdowns and other emergency measures

•   Economic Times: Govt decides to lockdown 75 coronavirus-hit districts across the country | coronavirus lockdown

•   Economic Times: Honda Cars suspends production till March-end

•   Economic Times: Sebi F&O Positions: Sebi changes on short selling, F&O positions and cash margins: How will they impact market on Monday?

•   Economic Times: India coronavirus positive cases now 396, highest increase of 81 in a day

•   Livemint: Coronavirus pandemic puts India’s informal workers in the firing line

•   Hindustan Times: Coronavirus: Maruti, India’s largest carmaker, halts operations at Haryana facilities

•   Folha de S.Paulo: Brazil Closes Land Borders with 8 Countries for 15 Days

•   Moscow Times: Investors Withdraw Record $1.4B in Assets From Russia

•   Moscow Times: Is Russia Facing Another Banking Crisis?

•   Jakarta Post: Jokowi urges ministers to focus budget on health care, social aid, economic stimuli

•   Jakarta Post: COVID-19: Transportation Ministry mulls over canceling Idul Fitri ‘mudik’

•   Jakarta Post: Jokowi must make case for lockdown as COVID-19 may spark social unrest: Report

•   Jakarta Post: Rupiah at 1998 crisis level pressures reserves, foreign-denominated debt

•   Jakarta Post: Govt to disburse Rp 38t to help the country's underprivileged amid COVID-19 outbreak

•   Jakarta Post: Panic buying hurts consumption growth in the long run, analysts say

•   Jakarta Post: Indonesian government prepares for worst, including zero percent growth, as COVID-19 hits

•   Jakarta Post: $3.9 billion state spending reallocated for COVID-19 response: Sri Mulyani

•   Jakarta Post: BI injects $10.1b to stabilize bond markets as investors dump Indonesian assets

•   Jakarta Post: Government studies plant to convert old power plants into renewables

•   Viet Nam News: COVID-19 pandemic threatens property brokers with unemployment

•   Myanmar Times: Pandemic hampers Myanmar’s late efforts to stimulate election-year economy

[Opinions]

•   Project Syndicate(Colin Coleman): The Sino-American Scramble for Africa

•   Project Syndicate(Pavlina R. Tcherneva): What Would Roosevelt Do?

•   Project Syndicate(Robert Skidelsky): What Would Keynes Say Now?

•   Project Syndicate(Chris Patten): Truth and Viral Consequences

•   Project Syndicate(Paola Subacchi): What the G20 Must Do

•   FT(Editorial Board): Global policymaking has cranked into gear

•   FT(Editorial Board): Coronavirus risks calamity for the emerging world

•   FT(Raghuram Rajan): Rich countries cannot win the war against coronavirus alone

•   FT(Rana Foroohar): This time, small guys should get the bailouts

•   FT(Wolfgang Münchau): Europe needs a new scale of stimulus — and cash not credit

•   FT(Edward Luce): The crushing burden on Mnuchin’s shoulders

•   FT(Gavyn Davies): A strategy for dysfunctional US Treasuries market

•   FT(Michael Mackenzie): Coronavirus fightback will make lasting changes to economies

•   FT(John Dizard): Weird price dislocations are shaping the $4.1tn US municipal bond market

•   FT(Merryn Somerset Webb): Stock market crashes: lessons from history

•   FT(Sheila Bair): Force global banks to suspend bonuses and payouts

•   FT(Camilla Cavendish): Chancellor’s jobs support programme takes Britain into new territory

•   FT(Jonathan Ford): US airlines show it is time to switch off buyback machine

•   FT(Torsten Bell): Sunak’s plan is economically and morally right

•   FT(Steven Abrahams): Government loan guarantees are an obvious virus fix

•   FT(Tom Braithwaite): Corporate survival is the metric that matters

•   FT(Kevin Watkins): Africa faces a catastrophe to dwarf all others

•   FT(Robert Armstrong): We’re about to find out how smart the banks have been

•   FT(Tim Harford): Make better use of idle resources to fight the virus

•   FT(Neil Hume): Recession and demand shock expectations hit miners

•   FT(Richard Waters): Big Tech has the cash to expand after crisis 

•   FT(Lex): Coronavirus tests: trial and error

•   WSJ(Scott Gottlieb): How Long Will the Coronavirus Lockdowns Go On?

•   WSJ(Hal Scott): Do More to Avert a Liquidity Crisis

•   WSJArthur Laffer, Stephen Moore): Obama’s Bad Stimulus Example

•   WSJ(Holman W. Jenkins, Jr.): What Victory Looks Like in the Coronavirus War

•   WSJ(Kimberley A. Strassel): Coronavirus Vindicates Capitalism

•   WSJ(Andy Kessler): Cracker Jack Economics

•   WSJ(Bryan Corbett): Restraints on Short Selling Wouldn’t Calm Markets

•   WSJ(Michael Trinklein): Sanders Can Learn From ‘Sewer Socialists’

•   WSJ(Alessandra Bocchi): China’s Coronavirus Diplomacy

•   WSJ(Mary Anastasia O’Grady): Repression in the Time of Coronavirus

•   WSJ(Donald L. Luskin, Chris Hynes): Worst Coronavirus Idea: A Ban on Share Buybacks

•   NYT(Editorial Board): Bailouts Can Save the Economy from Coronavirus

•   NYT(Editorial Board): The 2020 Election Won’t Look Like Any We’ve Seen Before

•   NYT(Thomas L. Friedman): A Plan to Get America Back to Work

•   NYT(Miriam Pawel): Is the Coronavirus Shaping the Future of How We Work?

•   NYT(Jon Meacham): We Can’t Let Coronavirus Postpone Elections

•   NYT(Anne-Marie Slaughter): Forget the Trump Administration. America Will Save America.

•   NYT(David L. Katz): Is Our Fight Against Coronavirus Worse Than the Disease?

•   NYT(Robert Saldin, Steven Teles): These Conservatives Knew Trump Would Be a Disaster in a Crisis

•   NYT(Christopher Buskirk): Coronavirus Gives Trump a Chance to Make Good on His Promises

•   NYT(Reed Hundt): This Is the Stimulus We Need Right Now. It’s Not $1,000 for Every American.

•   NYT(Mark O’Connell): This Is Not the End of the World and You Are Not a Prepper

•   NYT(Adam Tooze): This Is the One Thing That Might Save the World From Financial Collapse

•   NYT(Mary Pilon): Trump Didn’t Know People Could Die From the Flu. His Grandfather Did.

•   WP(Editorial Board): Why the spread of covid-19 in Venezuela is a particularly frightening prospect

•   WP(Editorial Board): A complete ‘lockdown’ is hardly what the U.S. needs at this moment

•   WP(Editorial Board): Here’s an economic aid plan better than Mitch McConnell’s

•   WP(Editorial Board): The coronavirus has upended the world. But what exactly is it?

•   WP(Robert J. Samuelson): This crisis is about democracy itself

•   WP(Catherine Rampell): No, the airlines do not need a bailout

•   WP(Jennifer Rubin): This is more than just a health and economic crisis. It’s a democracy crisis.

•   WP(E.J. Dionne Jr.):The stimulus should focus on Americans who need the most help

•   WP(Joseph Maguire et al): Former intelligence chiefs: Trump’s removal of experts is deeply destructive to our nation’s safety

•   WP(Jon Meacham): Jon Meacham: Joe Biden should be our next president

•   WP(Jonathan Capehart): Trump is ‘nasty’ in a crisis and ‘terrible’ in his response to it

•   WP(Jeff Kingston): Goodbye, Tokyo 2020. It’s time to start hoping for 2021.

•   WP(Michael T. Osterholm, Mark Olshaker): Facing covid-19 reality: A national lockdown is no cure

•   WP(Robert Zaretsky): Emmanuel Macron is using the coronavirus to reboot his presidency

•   WP(Michael Hudson): A debt jubilee is the only way to avoid a depression

•   WP(Erik Wemple): Trump melts down during coronavirus press briefing

•   WP(Fred Hiatt): In this new war without enemies, can we keep hatred at bay?

•   WP(Richard Squire): U.S. airlines don’t need a bailout to stay in business

•   WP(Caroline Fredrickson): Don’t let constitutional rights be a victim of this virus

•   Bloomberg(Mohamed A. El-Erian): Coronavirus: Looking Out for No. 1 Is Wrong Way to Defeat Disease

•   Bloomberg(Mohamed A. El-Erian): Investors Will Emerge From ‘Fog of War’ in Unfamiliar Terrain

•   Bloomberg(David Fickling): The Decline and Fall of the Gulf’s Oil Empire Is Looming

•   Bloomberg(Justin Fox): Coronavirus Layoffs Will Hit These Entertainment Towns Hard

•   Bloomberg(Tyler Cowen): The Coronavirus Killed the Progressive Left

•   Bloomberg(Narayana Kocherlakota): The Most Realistic Economic Forecast Is Awful

•   Bloomberg(Brian Chappatta): Bond Markets Are Veering Into a Vicious Cycle

•   Bloomberg(Shuli Ren): If Ray Dalio Isn't Making Money Now, Neither Will You

•   Bloomberg(Liam Denning): A Trump Texas Oil Deal Opens the Door to a Green New Deal

•   Bloomberg(John Authers): When the Ice Melts, the Bears Have to Move

•   Bloomberg(Julian Lee): To Stop the Oil Price War, Trump Must Step in to Strike a Deal

•   Bloomberg(Brooke Sutherland): Coronavirus Foists a New Normal on Manufacturers

•   Bloomberg(Clara Ferreira Marques): Fatigue Will Be the Carrier of the Second Coronavirus Wave

•   Bloomberg(Therese Raphael): Why the U.K. and U.S. Have Been Slow to Lock Down the Coronavirus Threat

•   Bloomberg(Karl W. Smith): Just Give Every American $1,200 Already

•   Bloomberg(Jonathan Bernstein): Trump and Roosevelt: A Study in Contrasts

•   Bloomberg(Noah Feldman): California’s Stay-at-Home Order Is a Legal Mess

•   Bloomberg(Ramesh Ponnuru):Neediest Left Out of Republican Coronavirus Rebate Plan

•   Bloomberg(Francis Wilkinson): Democrats Must Act Now to Protect the Election

•   Bloomberg(Michael R. Strain, Glenn Hubbard): Small Business Alone Needs $1 Trillion Now

•   Bloomberg(Bobby Ghosh): How Long Can Iraq Go Without Leadership?

•   Bloomberg(Mark Gilbert, Marcus Ashworth): ECB Undid a Fail But Left Collateral Damage

•   Bloomberg(Joe Nocera): The U.S. Should Take Company Stakes and Ban Buybacks

•   Bloomberg(Faye Flam): Coronavirus Uncertainty Plagues the Experts, Too

•   Bloomberg(Gary Shilling): A Look at Economies and Markets After Covid-19

•   Bloomberg(Elisa Martinuzzi): Global Banks Get Stressed Like Never Before

•   Bloomberg(Ryan Sitton): The U.S. Must Protect Free Markets in the Oil Price War

•   Bloomberg(Mark Buchanan): Coronavirus Predictions Bedeviled by the Details

•   Bloomberg(Robert D. Kaplan): Coronavirus Ushers in the Globalization We Were Afraid Of

•   Bloomberg(Tobin Harshaw): Coronavirus Is Making European Unity Sick, Too

•   Bloomberg(Stephen Mihm): Roosevelt Rallied America’s Industrial Might. So Can Trump.

•   Bloomberg(James Gibney): The Coronavirus Won’t Kill Globalization

•   CNBC(Frederick Kempe): The US should rally G7, NATO and other global allies together in fight against coronavirus

•   CNBC(Karen Firestone): Investor who made it through ’87 crash gives optimistic case for the stock market right now

•   CNBC(John Boehner, Joe Crowley): Lawmakers must fix another looming economic problem

•   CNN(Jeffrey Sachs): Our best hope for fighting coronavirus

•   CNN(Nawaf Obaid): Saudi Arabia just won control of the oil market

•   CNN(Michael D'Antonio): A terrified nation needs a leader during this crisis, not a salesman

•   CNN(Kuan-lin F. Liu): Will Sinophobia be our downfall in the fight against coronavirus?

•   CNN(Akanksha Singh): Democracy is dying in India, and Trump shouldn't be on Modi's side

•   MarketWatch(Pierre Briançon): How Mario Draghi’s ‘Whatever it takes’ became Europe’s antivirus mantra

•   MarketWatch(Caroline Baum): Stop using the word ‘stimulus’ — Washington must provide life support

•   MarketWatch(Carrie Ruddell Maria): The owner of this small business pleads for help — and explains why disaster loans aren’t the answer

•   MarketWatch(Luigi Zingales): Coronavirus bailouts are coming: Here’s the smart way to help businesses and workers

•   MarketWatch(Greg Mark): Here’s how 3-D printing can help in the fight against the coronavirus

•   Nikkei Asian Review(William Pesek): Dollar's surprising strength is Asian economies' weakness

•   Inside EVs(EVANNEX): Will Europe Become The New Global Leader For EVs?

•   Inside EVs(EVANNEX): Is Electric Car Range Really That Important?

•   서경(이익환): 코로나19와 탈원전의 공통점

•   중앙(조규진): 말랑말랑한 로봇’의 시대가 온다

•   중앙(정범진): 원전, 과학적으로 접근해야