[Markets]
[Indicators]
• Eurozone Mar. Consumer confidence index: Eurozone consumer confidence hits 5-year low
• 한국 3월 1~20일 수출: 3월 1~20일 일평균 수출 -0.4%…'코로나 쇼크' 내달 본격화할 듯
• 한국 2분기 수출산업경기전망지수: 코로나 절벽에 선 수출기업
• Coronavirus: SCMP Live Updates
[News]
• Bloomberg: Calculating the Costs of Shutting Borders to Trade
• MarketWatch: The Fed is going to buy ETFs. What does it mean?
• MarketWatch: No, China’s economy hasn’t gotten better. The implications could be more serious than investors realize.
• Fox Business: Boeing suspends work at some facilities
• Fox Business: Fed survey reveals how bad US businesses hit by coronavirus
• 매경(P1): 금융권도 자금난…캐피털社 대출중단
• 매경(P1): 소득 5만弗시대 열려면 정년 연장 아닌 폐지를
• 매경: [단독] 국책은행마저 외화조달 `악화`
• 매경: SK·GS 등 AA급 회사채에도 `불똥`
• 매경: 절체절명 위기에…車노사 갈등 봉합조짐
• 매경: 부품사 "고용유지지원금 대폭 늘려 달라"
• 매경: 트럼프 "북한에 코로나 지원 열려있다"
• 매경: 경총 "법인세 내려달라"
• 한경(P1): 정의선, 190억어치 현대車·모비스株 샀다
• 한경(P1): '베스트바이 판로'마저 막혀…삼성·LG 등 가전업계 '초비상'
※ 민주당: 제21대 총선 (국회의원선거) 정책 공약집
• 한경: 삼성, 애플 꺾고 모바일 AP 3위로
• 한경: '소방수' 연기금도 대형株에 물렸다
• 서경(P1): [단독]채안펀드, 기업어음도 산다
• 서경(P1): 코로나發 신용경색에··· BBB+회사채도 투매
• 서경(P1): [이슈앤워치] "한은, 회사채 직접 매입 주력산업 살려야"
※ 대한항공·두산인프라코어 등 BBB 등급 회사채 금리가 치솟은 것(채권값 하락)은 불안감이 커진 투자자들이 낮은 등급의 채권을 내다 판 결과
• 조선: 어, 공매도 끝난줄 알았더니… 개미의 탄식
• 조선비즈: 현금 챙겨 한국 떠나자... 발빼는 오일머니
• 중앙(P1): 흔들리는 기업 일자리, 월급 줄 돈부터 수혈하자
• 중앙(P1): “한 달간 해외여행 취소·연기를” 정부 특별주의보
• 동아: 지역경제 도약의 꿈도 코로나에 멈췄다
• 동아: 카트가 고객 따라다니고… 로봇이 매대스캔
• 세계(P1): 전문가들 “돈 풀기 한계… 실물경제 살리기 올인해야”
• 경향(P1): 실업급여 문턱 한시적 완화로 코로나19 충격 ‘방파제’ 만들자
• 머니투데이(P1): "돈이 돌지 않는다"…코로나19에 감염된 자본시장
• 머니투데이: P-CBO로는 부족, 회사채 신속인수제도 첫 대상은?
• 머니투데이: 증시 폭락하는데 '공포지수'가 떨어진다…왜?
• 머니투데이: '안 팔릴까' 걱정 했는데…이젠 '못 만들까' 걱정
• 머니투데이: 개미들도 '달러 사재기'…달러예금 이달에만 12%↑
• 머니투데이: "아직 큰 걱정 없지만"…자금조달 대비책 만드는 '중후장대' 산업
• 헤럴드경제(P1): 현대차·삼성·LG 인도공장 ‘셧다운’
• 헤럴드경제(P1): 금융위, 은행장들과 BIS 조정 논의
• 헤럴드경제(P1): 더 심각한 2차 경제쇼크 우려
• 헤럴드경제: 3700조 가계·기업 부채 타고 경제위기 ‘성큼성큼’
• 헤럴드경제: 3월 카드사용액 20% ‘급락’…코로나發 위기에 ‘소비쇼크’
• 헤럴드경제: 재택근무 끝낸 재계 총수들…비상경영 탈피 장기전 대비
• 헤럴드경제: 임차료 렌털료 유예 요청까지…마른수건도 다시 짜는 기업들
• 헤럴드경제: 3월 서울서 문닫은 음식점, 작년보다 9% 늘었다
• 헤럴드경제: LGD, 광저우 OLED 공장 이달 가동
• 헤럴드경제: “갤S20 너무 비싸!”…5G 중저가폰 ‘갤A71’ 조기 투입
• 파이낸셜뉴스(P1): [단독] '구조조정 트리거' 산은, 두산重 TF 꾸린다
• 파이낸셜뉴스(P1): 돈줄 마른 단기채권..281조원 '차환 공포'
• 파이낸셜뉴스: 실업급여 대느라 말라가는 고용보험기금
• 파이낸셜뉴스: 與 "100조" 野 "40조"… 액수 다르지만 추가 재정투입 요구
• 파이낸셜뉴스: 통계에도 안잡히는 무증상 감염자, 대규모 확산 '뇌관'
• 파이낸셜뉴스: 조선3사 올 수주목표 달성 힘들 듯
• 파이낸셜뉴스: 마스크 시중 유통량 1억장 넘었다… 임산부 대리구매도 허용
• 파이낸셜뉴스: 분상제 연기됐지만… 재건축, 분양가 협상·조합 갈등에 끙끙
• 아시아경제(P1): 대기업 실탄 바닥, 정부는 눈치만
• 아시아경제: ELS, 4조5938억 원금손실 공포
• 아시아경제: 韓증시 청산가치에도 못 미쳐…기업 74% PBR 1배 미만
• 아시아경제: "코로나19 피해 알지만 정서법상 어려워" 손 놓은 대기업 지원책
• 아시아경제: 정부, 말로만 "금융위기 때보다 심각"…쏙 빠진 법인세 인하 카드
• 아시아경제: 코로나19에 GM 美공장 멈추자…한국GM 내수·수출 '비상등'
• 아시아경제: 폭락장에 나홀로 폭등 '인버스'…개미가 변했다
• 아시아경제: 건설사 이중고…안에선 일손·자재부족, 밖에선 중동수주 먹구름
• 디지털타임스(P1): 韓경제 `역성장 전망` 쏟아진다
• 이데일리: 코로나發 수요 감소 우려에 해운업계도 ‘전전긍긍’
• 이데일리: 4월 수도권 입주물량 6238가구...‘3년내 최저’
• 아시아투데이: 코로나로 배터리 ‘개화’ 늦춰지나… 밸류체인 협업 나서야
• Power Engineering: Europe Q&A: Hydrogen’s role in the energy transition
• reNews: European storage growth 'slows' in 2019
• 에너지경제: 두산건설, 45년 만에 비상장 기업으로 전환
• 에너지경제: 수소버스 운행 발맞춰 공급인프라 구축 속도 낸다
• Construction Equipment: John Deere Responds to Covid-19
• Construction Equipment: U.S. Chamber Asks Trump to Reconsider Construction Halt
• Industrial Vehicle Technology: Caterpillar unveils four new backhoe loaders
• Industrial Vehicle Technology: CNH Industrial announces temporary suspension of operations
• 건설경제: 이 와중에…건설사, 회사채 만기 몰려온다
• OilPrice.com: Coronavirus Is Causing Mass Fuel Shortages In Venezuela
• OilPrice.com: China’s Crude Oil Imports Jumped To Record In 2019
• MINING.com: Congo’s key copper, cobalt provinces in two-day lockdown
• 전자신문: 소부장 경쟁력 강화 '청사진' 연내 나온다
• 전자신문: [이슈분석] 에너지전환 정책 1000일…성과와 과제는
• 전자신문: [이슈분석] '원전 vs 재생에너지' 갈등은 현재진행형
• 전자신문: [이슈분석] “에너지전환은 세계적 추세…방심은 금물”
• 전자신문: 코로나19 종식까지 화평·화관법 패스트트랙 확대 적용
• 전자신문: 한전, 가스터빈 기동장치 국산화 성공…상업운전 개시
• ZDNet Korea: 삼성·LG전자, 1분기 실적 '선방'...2분기 침체 우려
• ZDNet Korea: “살 사람은 샀구나”…8K TV 시장 성장세
• ZDNet Korea: 먹구름 낀 반·디 산업, V자 반등이냐 L자 침체냐
• Hannover Messe News: A start-up makes energy systems more transparent
• Robotics & Automation News: Robots, robotics and the disabled population
• Robotics & Automation News: The future of AI in cars and personal car leasing
• Robotics Business Review: Diligent Robotics raises Series A funding to scale Moxi hospital robot
• Robot Report: Grasp classification system improves human-to-robot handovers
• Nikkei Asian Review: Inside Abe's push to keep Olympics in Tokyo, even with delay
• Nikkei Asian Review: Olympics delay to cost Japan $6bn in economic losses
• Nikkei Asian Review: Toyota to halt 5 Japan plants in April as demand slows
• Nikkei Asian Review: SoftBank puts $41bn of assets up for sale as it tries to cut debt
• Nikkei Asian Review: Coronavirus jeopardizes hotel, transport and retail sectors
• Nikkei Asian Review: Will the Philippine-US military alliance survive Duterte and Trump?
• Economic Times: [New cases take India coronavirus numbers to 415, crucial info from ICMR likely tomorrow | coronavirus india update
• Economic Times: Renault-Nissan Automotive suspends operations at Chennai plant
• Economic Times: Coronavirus:30 states, UTs under complete lockdown
• Folha de S.Paulo: Majority of Brazilians Are Afraid of Coronavirus and Support Containment Measures, Says Datafolha
• Jakarta Post: Several regions postpone early stages of 2020 regional elections as COVID-19 spreads - Politics - The Jakarta Post
• Viet Nam News: Businesses search for ways to overcome COVID-19
• Viet Nam News: No electricity price hikes this year
• Myanmar Times: Myanmar eases visa rules for in-country foreign employees
[Opinions]
• Project Syndicate(Carmen M. Reinhart): This Time Truly Is Different
• Project Syndicate(Roman Frydman, Edmund S. Phelps): Insuring the Survival of Post-Pandemic Economies
• Project Syndicate(Shang-Jin Wei): Beating COVID-19 and the Economic Pandemic
• Project Syndicate(Shahra Razavi): Social Protection Pays Off
• Project Syndicate(Bernard Haykel): Saudi Arabia’s Radical New Oil Strategy
• Project Syndicate(Mark Roe): A Simple Way to Keep the COVID-19 Economy Working
• FT(Editorial Board): Industry can adapt to help fight coronavirus
• FT(Gideon Rachman): Nationalism is a side effect of coronavirus
• FT(Robert Shrimsley): Boris Johnson’s agenda is over
• FT(Nick Butler): Climate change is still with us
• FT(Michael Mackenzie): The Fed has gone past the point of ‘QE infinity’
• FT(Jamie Smyth): ‘Buy now, pay later’ business model faces stern test
• FT(Laurence Boone): How to prepare for a longer coronavirus crisis
• FT(Henny Sender): Turmoil means delicate dance between hedge funds and brokers
• FT(Amin Rajan): We need to hit the tipping point on pricing climate risk
• FT(Shigeto Nagai): Why markets gave a big shrug to the Bank of Japan
• FT(Lex): Market liquidity: the Fed put
• FT(Lex): Shell/dividends: holding on for now
• WSJ(Allison Schrage): Risk, Uncertainty and Coronavirus
• NYT(Paul Romer, Alan M. Garber): How to Prevent a Coronavirus Depression
• NYT(David Leonhardt): How Trump Is Worsening the Virus Now
• NYT(Louise Aronson): ‘Covid-19 Kills Only Old People.’ Only?
• NYT(Robert Kuttner): This Stimulus Bill Will Not Save the Economy From Collapse
• WP(Editorial Board): The coronavirus pandemic may mark a decline in U.S. leadership
• WP(Editorial Board): It’s too soon to relax social distancing
• WP(Catherine Rampell): Wanna spend $2 trillion? Here’s the agonizing choice you face.
• WP(Jennifer Rubin): Trump cares more about the stock market than humans
• WP(Paul Waldman): Why we can’t trust Trump on the big bailout ‘slush fund’
• WP(Greg Sargent): The GOP just smuggled another awful provision into the stimulus
• WP(Greg Sargent): Democrats throw down the gauntlet on vote-by-mail
• WP(Megan McArdle): The Fed can only buy us a little time
• WP(Charles Lane): The Fed’s hypothetical stress test is now all too real
• Bloomberg(Mohamed A. El-Erian): Balance-Sheet Stress Worsens Bailout Dilemma
• Bloomberg(David Fickling): Emirates Is Grounded, and Global Aviation With It
• Bloomberg(Noah Smith): Americans Need a Break on Repaying Their Debts
• Bloomberg(Narayana Kocherlakota): The Fed Should Never Lend to Anyone Other Than Banks
• Bloomberg(Brian Chappatta): Bond ETFs Will Never Be the Same After Coronavirus
• Bloomberg(Brian Chappatta): Fed’s ‘Infinite Cash’ Put to the Test in a World of Leverage
• Bloomberg(Andy Mukherjee): Refusing Free Money Is a Sign of Fear
• Bloomberg(Liam Denning): America Should Avoid Foreign Oil Entanglements
• Bloomberg(John Authers): Feeling Adrift? Here's a Crisis Map for Investors
• Bloomberg(Barry Ritholtz): U.S. Can Get Bailouts Right This Time
• Bloomberg(Chris Bryant): The World's Biggest Companies Should Plan for the Worst
• Bloomberg(Clara Ferreira Marques): Metals Buckle Under Virus Double Whammy
• Bloomberg(Ferdinando Giugliano): The Lessons from Italy’s Covid-19 Mistakes
• Bloomberg(Karl W. Smith): Put the Fed in Charge of the Coronavirus Bailout
• Bloomberg(Eli Lake): The Coronavirus Is Not a Reason to Lift Sanctions on Iran
• Bloomberg(Noah Feldman): Trump’s Fear of Experts Hurt the Coronavirus Response
• Bloomberg(Andreas Kluth, Ferdinando Giugliano): Was Germany Right to Hoard Its Money After All?
• Bloomberg(Joe Nocera): ‘Heavy Hand of Government’ Is Just What Crisis Needs
• Bloomberg(Daniel Babich): Unshackle the Banks to Prevent a Deep Recession
• Bloomberg(Ben Schott): Data Visualization: What Does the World Think of Vaccines?
• Bloomberg(Peter R. Orszag): Social Distancing Makes Sense Only With Extraordinary Fiscal Stimulus
• Bloomberg(Neil Barofsky): Big Bailouts Need Fierce Watchdogs
• CNBC(Bob Pisani): Fed surprises market with program to support corporate bonds amid coronavirus pandemic
• CNBC(Bob Pisani): NYSE set to temporarily transition to all-electronic trading
• CNN(Peter Bergen): Trump's painful dilemma
• CNN(Gayle Tzemach Lemmon): If coronavirus spreads to this population, it could be catastrophic
• CNN(Kuan-lin F. Liu): Will Sinophobia be our downfall in the fight against coronavirus?
• CNN(Paul R. La Monica): Bailout rage doesn't help anyone
• MarketWatch(Peter Morici): How Trump could outflank Biden and win re-election
• Reuters(Andy Home): Amid copper market mayhem, funds head for the exit door: Andy Home
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