[Markets]
※ Stocks rally in biggest single-day bounce in month
※ Major indexes post best gains since 2008 financial crisis
※ Investors relieved as Fed pledge eases bond stress
※ Factory surveys show extent of economic damage
• 한국: 14일 만에…삼성전자 순매수한 외국인
[Indicators]
• US Jan. Construction employment: Construction Unemployment Rates Down in 44 States to Start 2020
• US·Europe Mar. PMI: Coronavirus Triggers Record Drops in U.S., European Business Activity
• Canada Weekly Jobless claims: Jobless Claims Near 1 Million in Canada, Crushing Weekly Record
• China Feb. EV sales: China: Plug-In EV Car Sales In February 2020 Down By 65%
• 한국 1분기 서울 주택구입태도지수: 집 구매의사 서울 역대 최저
• 한국 3월 해외건설 수주: 1월 56억弗서 3월 2억弗로 ··· '확' 쪼그라든 해외건설 수주
• 한국 3월 실업급여 신청: 이젠 생계도 흔들린다, 3월 실업급여 신규신청 3만명 증가
• Japan Feb. Department store sales: Japan March dept. store sales likely to drop record 40% on virus
• Japan Feb. Convenience store sales: Virus outbreak boosts Japan convenience store sales in Feb.
• Japan Mar. PMI: Japan’s Economic Activity Drop Sounds Alarm on Global Growth
• Brazil Mar. PMI: Business activity crashes to record low in US and Europe
• Vietnam Mar. FDI: Foreign investors pour $8.55b in VN in Q1
• Myanmar Benchmark rates: Myanmar central bank cuts interest rate by a further 1%
• Coronavirus: SCMP Live Updates
[News]
• WSJ: U.S. Domestic Passenger Flights Could Virtually Shut Down, Voluntarily or by Government Order
• Bloomberg: Filings Show Wide Range of Coronavirus Layoffs
• Bloomberg: The Cost of Air Freight Soars Even Higher
• Bloomberg: ECB Sees Steepest Demand for Cash Since October 2008
• CNBC: Trump pushes a ‘return to work’ as Kudlow predicts coronavirus stimulus will fuel economic rebound
• CNBC: Trump, Pence held call on economy with investors including Paul Tudor Jones, Stephen Schwarzman
• Fox Business: Here's where the front-runners for the coronavirus vaccine are
• 매경(P1): 100조 긴급투입…文 "정상기업 도산 막겠다"
• 매경(P1): 모든 경기도민에 1인당 10만원 지급
• 매경(P1): "韓美통화스왑 체결…국제금융 안정 기여"
• 매경: 재택·집밥·독박육아…`코로나 뉴노멀` 잡아라
• 매경: 코로나도 버거운데…돼지열병까지 `공습`
• 한경(P1): 문재인 정부 3년간 늘린 공무원…20년간 정원 확대보다 많아
• 한경: 정의선, 현대차·모비스 주식 또 샀다
• 한경: '유가급락 수혜' 한국전력 투자의견 상향
• 한경: 공공건축물 '제로에너지' 인증 의무화
• 한경: 9억 밑도는 노·도·강까지…집값 하락세 확산
• 서경(P1): [단독]실업대란 우려···'구직급여 연장' 완화 검토
• 서경(P1): 브레이크 없는 확장재정···내년 예산 550조 넘는다
• 서경: 나라곳간 심상찮자..재량지출 감축 의무화
• 서경(P1): 벼랑 끝 두산重 노조 ···원전 건설 재개 호소
• 서경: 경영계 "지원자금 규모 확대·신속 집행을"
• 서경: '경제 회생' 속도전 펼치는 대구·경북
• 조선: 코로나와 전쟁서도, 원전이 '만능 전력'
• 중앙: 브라질 삼성전자·현대차 공장도 셧다운
• 문화(P1): [단독] 서울 지하철 9호선 ‘맹물 소독’ 했다
• 경향(P1): 감봉·휴직·급전·방어…대기업들, 코로나19 비상경영 돌입
• 머니투데이(P1): 베트남 '한국인 입국금지' 장벽, 삼성은 이렇게 넘었다
• 머니투데이: 코로나19에 돈 달라고 아우성…재량지출 10% 혹독한 다이어트
• 머니투데이: "시간 절약" "일 늘어났다" 재택근무 한 달, 직원들 반응은…
• 머니투데이: 코로나 나비효과…재택근무·시차출근제 '근무 혁신'
• 머니투데이: 아시아나마저 인력 50%만 운영…커지는 셧다운 공포
• 머니투데이: 코스피 역대 '최대 상승폭'이지만…"아직 끝나지 않았다"
• 머니투데이: 압구정 현대아파트 2채 팔면 상장기업 산다
• 머니투데이: 폭락장서도 오른 종목들…코로나가 바꿀 세상 보인다
• 헤럴드경제(P1): 공포의 이탈리아 북부…포스코·효성 ‘셧다운’
• 헤럴드경제(P1): 국민연금 300조…위기의 주식자산
• 헤럴드경제: 회사채 ‘폭탄돌리기’…은행-한은-정부, 서로 “보증서라”
• 헤럴드경제: 상장사 2분기 순이익 전망 ‘암울’…코로나 전보다 10% 하향
• 헤럴드경제: 회사채 경색에 다시 은행찾는 대기업…중기 소외 부르나
• 헤럴드경제: 통신 유통망 ‘도미노 폐업’ 최악 위기
• 헤럴드경제: 부자들 강남 아파트 팔고, 빌딩·땅 산다
• 헤럴드경제: ‘물 쓰듯’ 하는 한국…10년후 서울은 물 기근 도시
• 파이낸셜뉴스(P1): 신촌 상가 열곳중 한곳은 '텅텅'.."가게 열수록 손해…더는 못버텨" [현장르포]
• 파이낸셜뉴스: 태양광·풍력·연료전지… 신재생에너지 중심에 선 한수원
• 아시아경제(P1): '꽁꽁 얼어붙은 회사채시장' 돈가뭄 대기업 '마통'까지 꺼냈다
• 아시아경제: 위기는 혁신을 낳는다…'스타트업 클라쓰'
• 아시아경제: "그랜저 출고 대기 6만대 밀렸는데…" 실속없는 개소세 인하
• 아시아경제: 매매위축·금리인하…서울 '전세난' 우려
• 디지털타임스(P1): `마스크 대란` 숨통 틔운 삼성
• 아시아투데이: 에너지전환 주축 ‘해상풍력’… 대용량·주민수용성·국산화 ‘착착’
• 아주경제: "남은 카드가 없다"…SK이노, LG화학과 합의 '총력'
• 아주경제: 한진칼ㆍ두산ㆍHDC현산…신용등급 강등 위기
• Power Engineering: Community-scale solar projects taking root as financing makes more sense
• reNews: Offshore wind 'could hit 200GW by 2030'
• Renewables Now: COVID-19 to slow down, but not stop wind projects in Spain - AEE
• Windpower Monthly: Nordex optimistic despite COVID-19 uncertainty
• 에너지데일리: 아세안 태양광 확대 ‘눈에 띄네’
• Equipment Journal: Brandt unites John Deere dealerships across Canada - Equipment Journal
• Construction Equipment: Covid Looms Over Leasing Outlook
• For Construction Pros: Field Reports: Concrete Construction in the Time of Coronavirus
• Industrial Vehicle Technology: How can AI do the heavy lifting in industrial vehicle design?
• OilPrice.com: Italy’s Energy Consumption Crashes Amid Lockdown
• OilPrice.com: European Refiners Brace For Coronavirus Impact
• OilPrice.com: The Single Biggest Threat And Opportunity For U.S. Utilities
• OilPrice.com: Oil Crash Makes Coal The World's Most Expensive Fossil Fuel
• OilPrice.com: Oil Price Crash Could Wipe Out $131 Billion In New Projects
• MINING.com: Iron ore price resilience likely won’t last – report
• 전자신문: [AI사피언스 시대]AI 면접 잡는 AI
• 전자신문: 규제자유특구 실증사업, 코로나 사태에도 '착착'
• ZDNet Korea: 삼성·LG, 해외 생산기지 멈춰서고 유통망도 닫혀
• Phone Arena: Rollable iPhones may be coming in the future
• Inside EVs: Revealed: Tesla Model S Battery Health At 146,000 Miles
• Robotics Business Review: 3 nonsurgical robotics applications to watch in healthcare
• Robotics Tomorrow: Ergonomic Under Load: Vacuum Handling Systems for the Logistics Industry
• Robot Report: The Robot Report March 2020 issue on cobots
• 로봇신문: 이종(異種)드론끼리도 통신 가능해진다
• 로봇신문: 中 위뱅크, 로봇으로 돼지 사육한다
• Inbound Logistics: Last Mile Delivery Strategies During COVID-19 and Other Supply Chain Disruptions
• Nikkei Asian Review: Japan to help bring home factories that left after 2011 disaster
• Nikkei Asian Review: Japanese automakers halve global output as pandemic rages
• Nikkei Asian Review: Japan's GPIF to raise ratio of foreign bonds in portfolio
• Nikkei Asian Review: Japanese hotel bookings suffer 90% drop over coronavirus: survey
• Nikkei Asian Review: Japan's economy is contracting, 90% of economists say in survey
• Nikkei Asian Review: Toyota and NTT in tie-up for $1.8bn smart city project
• Nikkei Asian Review: Inside ByteDance, the world's most valuable startup
• Economic Times: View: India's virus-stricken economy is in a dire need of a vaccine
• Economic Times: Plant closures over coronavirus to lead to a loss of over Rs 2,300 cr per day: SIAM
• Economic Times: There is no financial emergency, economic fears unfounded, says FM Nirmala Sitharaman
• Economic Times: COVID-19 to slow down construction execution pace: India Ratings
• Hindustan Times: Government opens door to raise excise duties on petrol, diesel
• Folha de S.Paulo: Brazilian Stock Market Has The Worst Performance in The World with Coronavirus Crisis
• Folha de S.Paulo: US Monitors Rise in Cases in Brazil and Does Not Rule out Flight Restrictions
• Moscow Times: Arctic Oil Faces Crisis
• Jakarta Post: Textile industry cries out for help as layoffs loom
• Jakarta Post: Expand deficit to 5%, cut taxes on rich in exchange for required COVID-19 donations: House
• Viet Nam News: COVID-19 pandemic challenges garment and textile businesses
• Viet Nam News: COVID-19 to pull Việt Nam’s growth down to 6.3%: Fitch Solutions
• Viet Nam News: Construction sector struggling because of coronavirus
• Viet Nam News: Solar rooftop industry poised for rapid growth
• Myanmar Times: Thai-Myanmar trade hit by border closures
[Opinions]
• Project Syndicate(Nouriel Roubini): A Greater Depression?
• Project Syndicate(Ricardo Hausmann): Flattening the COVID-19 Curve in Developing Countries
• Project Syndicate(Andrew Sheng): Andrew Sheng Says More…
• Project Syndicate(Sandrine Dixson-Declève et al): A Green Reboot After the Pandemic
• Project Syndicate(Jim O’Neill): The G20’s Pandemic Moment
• Project Syndicate(Roberto Chang, Andrés Velasco): The Virus Turns South
• Project Syndicate(Nasser Saidi): The Arab World’s Perfect COVID-19 Storm
• Project Syndicate(Denis Chopera): Can Africa Withstand COVID-19?
• FT(Editorial Board): Non-bank lenders will bear brunt of credit crisis
• FT(Christopher Pissarides): Treat all workers fairly to aid the Covid-19 battle
• FT(Martin Wolf): This pandemic is an ethical challenge
• FT(Philipp Hildebrand): Central banks must evolve to fight coronavirus
• FT(David Sheppard): Oil industry faces biggest crisis in 100 years
• FT(Peter Harrison): Strong companies must be supported — but not unconditionally
• FT(Jamie Smyth): ‘Buy now, pay later’ business model faces stern test
• WSJ(John H. Cochrane): Flatten the Coronavirus Curve at a Lower Cost
• WSJ(Holman W. Jenkins, Jr.): The Happy Few Are the Cured
• WSJ(Walter Russell Mead): Will Coronavirus Kill Populism?
• WSJ(William A. Galston): Coronavirus Stimulus Should Bar Stock Buybacks
• WSJ(William McGurn): Business Makes War on Coronavirus
• WSJ(Angela Williams): Coronavirus Threatens America’s Nonprofits
• WSJ(John P. Walters): China Is Not a Coronavirus Role Model
• WSJ(Edward Glaeser): For Now, Pay Workers to Stay Home
• WSJ(Eran Bendavid, Jay Bhattacharya): Is the Coronavirus as Deadly as They Say?
• NYT(Editorial Board): Call It ‘Coronavirus’
• NYT(Paul Krugman): Republicans Add Insult to Illness
• NYT(David Leonhardt): Plan Beats No Plan
• NYT(Jamelle Bouie): Trump Thinks He Knows Better Than the Doctors About Coronavirus
• NYT(Narges Bajoghli, Mahsa Rouhi): How Trump Sanctions on Iran Will Worsen the Pandemic
• NYT(Edward P. Lazear): Economic Stimulus Is the Wrong Prescription
• NYT(Gail Collins, Bret Stephens): Trump Doesn’t Have the Attention Span to Fight Coronavirus
• NYT(Ezekiel J. Emanuel): Fourteen Days. That’s the Most Time We Have to Defeat Coronavirus.
• NYT(Adam J. Levitin, Satyam Khanna): How to Get Money to Small Businesses, Fast
• NYT(Andrew Carmellini et al): Will We Have an America Without Restaurants?
• WP(Editorial Board): Why easing off social distancing soon would be a huge mistake
• WP(Washington Post Staff): We need smart solutions to mitigate the coronavirus’s impact. Here are eight.
• WP(Robert J. Samuelson): Will the economy bounce back?
• WP(David Ignatius): One institution in Washington is working: The Fed
• WP(Henry Olsen): Nancy Pelosi uses the coronavirus crisis to put on some Kabuki theater
• WP(Dana Milbank): Trump risks the lives of millions to save himself
• WP(Jennifer Rubin): Trump is playing Russian roulette with Americans’ lives
• WP(Jennifer Rubin): Looking for antidotes to uncertainty?
• WP(Jennifer Rubin): Would Trump be willing to be the canary in the coal mine?
• WP(Paul Waldman): Republicans are angry that Democrats want to do too much for the economy
• WP(Paul Waldman): How Trump could make public health a partisan issue
• WP(Marc A. Thiessen): Democrats exhibit one of the most shameful displays of partisanship in U.S. history
• WP(Greg Sargent): Trump remains unpopular in swing counties, just like in 2018
• WP(Katrina vanden Heuvel): The coronavirus’s threat to democracy itself
• WP(Naomi Pomeroy): Restaurants closed by coronavirus won’t reopen without economic assistance
• WP(Matt Bai): Add to list Trump sees the virus through a partisan prism
• WP(Brian Klaas): Boris Johnson takes a strong stand on covid-19 — and parts ways with Trump
• WP(Daniel Yergin, Roger Diwan): How to stop the tsunami of surplus oil that’s about to slam the global economy
• WP(Shaoli Chaudhuri): Think you’re prepared for the coronavirus? Think again.
• Bloomberg(Daniel Moss): There's No Way 267 Million People Had Zero Cases
• Bloomberg(Conor Sen): Crisis Reveals a Long List of America’s Weaknesses
• Bloomberg(Tyler Cowen): How the Covid-19 Recession Is Like World War II
• Bloomberg(Noah Smith): Offshoring Left the U.S. Unprepared for Coronavirus
• Bloomberg(Noah Smith): Trump Wants the Lockdown to End by Easter. Big Mistake.
• Bloomberg(Brian Chappatta): Fallen Angels Are Coming and the Fed Can’t Save Them
• Bloomberg(Shuli Ren): We're Looking at a System-Wide Margin Call
• Bloomberg(Liam Denning): Chevron and Conoco Point the Way for Exxon
• Bloomberg(John Authers): What You May Have Missed During That Netflix Binge
• Bloomberg(Marcus Ashworth): Real Estate Billionaire’s Bleak Mortgage Warning Looks Timely
• Bloomberg(Robert Burgess): Traders Put Their Faith in American Resilience
• Bloomberg(Brooke Sutherland): How to Make a Boeing Bailout More Palatable
• Bloomberg(Brooke Sutherland): New York Can’t Wait Until June for Ventilators
• Bloomberg(Jonathan Bernstein): Trump Isn’t Acting Like a Wartime President
• Bloomberg(Noah Feldman): U.S. Semi-Shutdown Is Mostly Voluntary, and Uniquely American
• Bloomberg(Hal Brands): The Death of Globalization? Get Real
• Bloomberg(James Stavridis): China Wants to Rule the Waves. Here’s How the U.S. Can Stop It.
• Bloomberg(Michael R. Strain): Trump Would Hurt Economy by Trying to Restart It
• Bloomberg(Stephen L. Carter): No, China Can't Be Sued Over Coronavirus
• Bloomberg(Amr Adly): The Pandemic Could Transform Informal Labor
• Bloomberg(Morgan Ricks, Lev Menand): Let’s Pay the Stimulus in Digital Dollars
• Bloomberg(Aaron Brown): How a Risk Manager Thinks About Personal Finance These Days
• Bloomberg(Melvyn Krauss): The 'No Limits' Solution to Europe's Virus Hit
• CNBC(Bob Pisani): If you see an earnings estimate, it’s probably wrong, given ongoing pandemic uncertainty
• CNN(Frida Ghitis): Trump can't be trusted to make this decision
• CNN(Gayle Tzemach Lemmon): If coronavirus spreads to this population, it could be catastrophic
• MarketWatch(Nigam Arora): To fearless investors gobbling up stocks: This rally has a better-than-even chance of failing
• MarketWatch(Josh Lipsky): Why you should think of the coronavirus crisis and the global financial crisis as part of the same story
• MarketWatch(Efraim Benmelech, Carola Frydman, Dimitris Papanikolaou): Chicago is turning empty hotel rooms into temporary coronavirus isolation spaces — other cities should do the same
• MarketWatch(Peter J. Nigro): Bailouts must serve American workers and taxpayers first
• Nikkei Asian Review(William Pesek): Coronavirus crisis will send globalization into reverse
• 중앙(김동호): 와르르 무너지는 60년 원자력 신화
• 디지털타임스(임채덕): AI드론, 한국드론산업 전기 될 수 있다
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