[Markets]
※ MSCI world index adds to biggest climb since 2008 crisis
※ MSCI, Dow, S&P 500 post back-to-back gains
※ Gold retains most of advance after big jump
※ Dollar slips as markets wait for U.S. stimulus package
[Indicators]
• Germany Mar. Ifo Business Climate Index: : German Business Outlook Collapses With Economy Largely Shut Down
• UK Feb. CPI: UK inflation pace slows as motor fuel prices fall
• 한국 1월 인구동향: 1월 출생아 <사망자… ‘인구 절벽’ 본격화
• 한국 2월 무역지수 및 교역조건: ‘코로나 쇼크’에도 2월 반도체 수출 11.4% 증가… 수출가격은 -7.2% 교역조건 악화
• India Mar. Power demand: Coronavirus impact: Power demand falls 20%, discom revenues to be hit
• Coronavirus: SCMP Live Updates
[News]
• WSJ: Newsletter: We Have a Deal
• Bloomberg: ECB Open to Launching Draghi’s 2012 Bond-Buying Tool
• CNBC: WHO officials praise US leaders on coronavirus pandemic response: Trump is doing 'all he can'
• CNBC: Coronavirus is ‘Public Enemy No 1’: WHO chief warns final death toll depends on future actions
• MarketWatch: Amazon, Walmart, Lowe’s and others are hiring to fill 434,000 job openings amid coronavirus demand
• MarketWatch: Why the commercial mortgage bond market looks dire right now
• Fox Business: Kudlow lays out America's timeline for coronavirus recovery
• 매경(P1): 재계 `인력감축 태풍` 휘몰아친다
• 매경: 외환위기땐 한달새 실업자 27만명 급증
• 매경: 급한대로 고용유지금 5000억대로 늘렸지만…
• 매경(P1): `슈퍼개미 증시 이탈 막자`…대주주 양도세 기준 완화
• 매경: 회사채 신속인수제, 항공·유통부터 `수혈`
※ 두산重 지원여부 의견 엇갈려
• 매경: 전경련, 원샷법 확대등 54개 과제 건의
• 매경: 한국GM 9개월 진통끝…임금협상 잠정 합의
• 매경: 코로나백신 개발 첫발…제넥신 "영장류 투여"
• 매경: `인버스 한방` 노렸다가 한방 맞은 개미들
• 매경: 코로나發 신용하락 공포…금융권도 `덜덜`
• 매경: 로봇·3D 접목한 스마트건설 기술
• 한경(P1): 이재용 "초유의 위기, 혁신으로 넘자"
• 한경(P1): 코로나 지원책 쏟아지는데…스타트업 '사각지대'서 신음
• 한경(P1): 건강보험료 하위 20% 가입자, 석달간 50% 감면
• 한경: '분양가 갈등'에 서울 아파트 공급 줄어든다
※ 두산중공업은 오는 30일 주총에서 발행주식의 총수 한도를 기존 4억 주에서 20억 주로 늘리기로 했다. CB와 BW 발행 한도도 각각 2조원까지 확대하기로 했다.
• 서경(P1): [고위공직자 재산공개] 1채 빼고 다 판다더니... 靑다주택자 더 늘었다
• 서경(P1): 한은 고위직 "우리도 美연준처럼 돈풀라”
• 서경(P1): 洪 "재난수당은 엇박자 정책"
• 서경: 외환 규제 완화에도 '弗' 켠 은행들
• 서경: 韓 글로벌 생산기지 '도미노 셧다운'
• 조선(P1): 해외 입국 확진자가 국내보다 더 많아져
• 조선: 높아지는 국내 치명률 2~3%까지 오르나
• 조선: 외국인들 그래도 '성장할 주식'은 샀다
• 조선비즈: [단독] 정부, 대기업 금융지원 방안 이르면 이번주 발표
• 인베스트조선: 12년전 신보채안펀드 유동화는 어땠나
• 중앙(P1): 4월초도 불안, 초유의 온라인 개학 검토
• 동아(P1): 미국發 입국자도 2주 자가격리 의무화
• 문화(P1): 정부, 수출입·해외진출 기업에 20兆 긴급지원
• 한국(P1): “서울대 진학률 1%P 올라 10년 유지 땐 인근 집값 14% 뛴다”
• 국민(P1): [이슈&탐사] 강소기업도 수주 ‘뚝’… 실직 악몽 시작됐다
• 국민: ‘세계의 공장’ 중국이 일어선다
• 한겨레: “석탄발전사 투자한 금융사들, 기후위기 공범”
• 경향(P1): ‘혈세’ 지원 받는 기업…해고 일시적 금지를 [‘코로나19’ 확산 비상]
• 머니투데이(P1): 韓-中, G20 정상회담서 논의될 대응책 미리보기
• 머니투데이: 정의선 3일만에 '172억 평가차익'…오너가 자사주 담는 이유들
• 머니투데이: '미합의' 남긴 전문가들…사용후핵연료 해법찾기 난항
• 헤럴드경제(P1): 금융 안정 최소 24조 ‘돈 찍어낸다’
• 헤럴드경제(P1): 한국타이어 헝가리공장도 LG화학 미국공장도 셧다운
• 헤럴드경제: 삼성전자 헝가리 TV 공장 메인라인 셧다운…생산 감축
• 헤럴드경제: 4월 만기 회사채 6조 5000억…사모채권이 84%
• 헤럴드경제: 투자 대기자금 한달새 9.7조 증가
• 헤럴드경제: 채안펀드는 편입대상이 최대 관건…증안펀드는 재원조달 방식이 변수
• 헤럴드경제: 국내 車 해외공장 생산 90% ↓…“협력사 줄도산 위기”
• 헤럴드경제: 코로나19發 대북제재 완화론 ‘솔~솔’
• 헤럴드경제: “적기였는데…” 기세 꺾인 전기차 섹터 투자
• 파이낸셜뉴스(P1): 86개국 "한국 키트 좀 달라"
• 파이낸셜뉴스(P1): 폭락장이 할퀸 퇴직연금.. 수익률에 '―'가 찍혔다
• 파이낸셜뉴스: 대통령 앞장선 ‘급여 30% 반납’ ..범공직사회 1만여명 동참 행렬
• 파이낸셜뉴스: "코로나 막자" 무인관제 서비스 늘리는 IT업체들
• 파이낸셜뉴스: 서울시, 5조 풀어 소상공인·자영업자에 긴급 수혈
• 아시아경제: 10.7兆 증안펀드 투입…'시총 1%'로 증시 안정될까
• 아시아경제: 재건축·재개발보다 빠른 '가로주택정비사업' 뜬다
• 디지털타임스: 두산重, 코로나 금융지원 여부 단기사채 5647억이 뇌관
• 연합: 한신평, 두산중공업 BW 신용등급 하향 검토
• Renewables Now: US Congress urged to help solar industry curb COVID-19 crisis
• Windpower Monthly: Covid-19: Projections hit as US begins to feel bite
• 에너지데일리: 환경운동연합, 총선 각 정당 석탄발전 공약 평가하다
• Construction Equipment: Bobcat of Cache Valley Joins Bobcat Network
• Industrial Vehicle Technology: European off-road industry issues joint Covid-19 statement
• 건설경제: '코로나 장기화' 조짐에 대응 나선 건자재 · 철강 업계
• OilPrice.com: New Gas Find Could Save This Nation’s Economy
• MIT News: Supply chain outlook: The timing of the slowdown
• 전자신문(P1): "전기요금 부담" 전기차 급속충전기 보급사업 '미달
• 전자신문: GIST, 성능·내구성 개선 수소연료전지용 백금 촉매 개발
• ZDNet Korea: 스마트폰 카메라, 혁신의 '눈' 되다…"이젠 5개"
• Phone Arena: Apple iPhone production grinds to a halt in India
• Robot Report: Robotic Automation Evolves
• Robot Report: WaveSense develops ground-penetrating radar for vehicles, robots
• Nikkei Asian Review: With spike in coronavirus cases, Tokyo wants no sakura viewing
• Nikkei Asian Review: Japan's ultrafast bullet train shows off wireless power supply
• Nikkei Asian Review: Feeling caged? Japanese swing back to restaurants and shops
• Nikkei Asian Review: Japan's big banks begin low-rate loans to virus-hit businesses
• Nikkei Asian Review: Moody's slashes SoftBank credit rating over $41bn asset sale
• Nikkei Asian Review: Five ways the Tokyo Olympics delay creates a logistical nightmare
• Nikkei Asian Review: Japan working to hammer out $500bn stimulus package
• Nikkei Asian Review: Dimming of Olympic torch casts shadow on Abe's succession plan
• Nikkei Asian Review: Tokyo Olympics price tag skyrockets by $3bn
• Nikkei Asian Review: China plays double-track diplomacy in virus blame game
• Economic Times: lockdown impact on food supply | Coronavirus: Will the lockdown create a supply shock that India simply can’t afford?
• Economic Times: Lockdown impact on economy and market: How will India lockdown play out for economy & markets: 4 scenarios
• Business Standard: 21-day lockdown must be backed by stimulus measures: Brokerages
• Business Standard: Coronavirus lockdown set to cost India $120 bn, forecast brokerages
• Folha de S.Paulo: Brazil Has at Least 172 Cities with Confirmed Cases of Coronavirus
• Folha de S.Paulo: Bolsonaro Criticizes The Closure of Schools, Attacks Governors and Blames the Media in Televised Statement
• Myanmar Times: JICA continues to support Myanmar: new chief
[Opinions]
• Project Syndicate(Jeffrey D. Sachs, Francisco Rodríguez): A Pandemic Is No Time for US Economic Sanctions
• Project Syndicate(Carl Bildt): The Responsibility to Report
• Project Syndicate(Teresa Ghilarducci): Will the US Pandemic Response Strengthen Workers?
• Project Syndicate(이종화): A Coordinated Response to COVID-19
• Project Syndicate(Kevin Watkins): Africa’s Race Against COVID-19
• FT(Mario Draghi): We face a war and must mobilise accordingly
• FT(Gordon Brown): End the dog-eat-dog mentality to tackle the crisis
• FT(Editorial Board): India’s virus battle shows struggle of global south
• FT(Janan Ganesh): Donald Trump’s mysterious resilience — and his coronavirus risk
• FT(Jamie Powell): The share buyback red herring
• FT(Abiy Ahmed): If Africa cannot beat Covid-19 it will haunt us all
• FT(Ellen Carr): Dear Boss: in case you wondered what to do
• FT(Jonathan Guthrie): Get ready for the $4.5tn takeover
• FT(Amar Bhidé): Murky data calls into question quarantine strategy
• FT(Klaus Schwab): Covid-19 is a litmus test for stakeholder capitalism
• FT(Justin Urquhart Stewart): Making a case for ‘Corona bonds’
• FT(Martin Arnold): Banknote virus fears won’t stop Germans hoarding cash
• FT(Peter Chatwell): The ‘doom loop’ in bond funds is a systemic risk
• FT(Lex): US stimulus: the signal and the noise
• WSJ(Walter Russell Mead): The Coronavirus May Make Trump Stronger
• WSJ(Karl Rove): Campaign 2020: The Show Must Go On
• WSJ(Elliot Kaufman): Trudeau’s Coronavirus Power Grab
• NYT(Editorial Board): Coronavirus Is Advancing. All Americans Need to Shelter in Place.
• NYT(Tim Wu): We Need to Protect the ‘Touchless Economy’
• NYT(Kara Swisher): Will Our Most Important Industry Survive the Coronavirus?
• NYT(Jessica Gold et al): No, These Medicines Cannot Cure Coronavirus
• WP(Editorial Board): America should help contain Iran’s spiking coronavirus epidemic
• WP(Lawrence H. Summers): Trump is missing the big picture on the economy
• WP(Henry Olsen): We’re not killing the economy over the coronavirus. We’re putting it into a coma.
• WP(Paul Waldman): The $2 trillion stimulus deal may leave big openings for abuse
• WP(Greg Sargent): The big question looming over Trump’s coronavirus disaster
• WP(George T. Conway III, Carrie Cordero): What did Trump and Congress know about the coronavirus, and when did they know it?
• WP(Philip H. Gordon and Ariane M. Tabatabai): Trump must ease sanctions against Iran or face a humanitarian catastrophe
• WP(Frida Ghitis): The U.S. should be leading the world on the virus. Instead, it’s missing in action.
• WP(Richard W. Evans): We’re stuck at home with nothing to do. Should we expect a coronavirus baby boom?
• Bloomberg(Mohamed A. El-Erian): Four Things You Need to Know Now About the Economy and Markets
• Bloomberg(Mac Margolis): Coronavirus Feeds on Latin America’s Political Gap
• Bloomberg(Mihir Sharma): Modi’s India Shutdown Is an Unprecedented Gamble
• Bloomberg(Brian Chappatta): A Rent Wipeout Could Ignite a Mortgage Crisis
• Bloomberg(Brian Chappatta): An Extra $2 Trillion? Treasury Market Says No Problem.
• Bloomberg(John Authers): Premature Return to Normal Would Risk Disaster for Markets
• Bloomberg(Marcus Ashworth): Spain Sells $11 Billion of Debt, No Problem at All
• Bloomberg(Anjani Trivedi): The Dollar Squeeze Is Coming for China Inc.
• Bloomberg(Ferdinando Giugliano): Boris Johnson's Coronavirus Response Is a Fiasco
• Bloomberg(Karl W. Smith): Yes, the U.S. Could Survive a Coronavirus Economy
• Bloomberg(Lionel Laurent): How to Lock Down 2.6 Billion People Without Killing the Economy
• Bloomberg(Jonathan Bernstein): Come On, Congress! This Is No Time to Go Home.
• Bloomberg(Ramesh Ponnuru):Trump and Warren Agree on a Terrible Idea: Banning Buybacks
• Bloomberg(Clive Crook): The Coronavirus Trade-Off That Won’t Go Away
• Bloomberg(Tae Kim): Nvidia's Biggest Pleasant Surprise May Be Yet to Come
• CNN(Daniel Speckhard): What Africa can teach the world about beating the coronavirus
• CNN(Kent Sepkowitz): Germany coronavirus: Why is the Covid-19 death rate so low?
• CNN(John Avlon): How we've overcome past pandemics
• MarketWatch(Rex Nutting): Why Trump’s idea about resuming our normal lives and reopening businesses would be the wrong thing to do now
• MarketWatch(Marie Helweg-Larsen): How our ‘optimistic bias’ is hurting efforts to squash the coronavirus
• Yahoo Finance(Rick Newman): Ignore these horrific-sounding economic numbers
• Nikkei Asian Review(William Pesek): Postponing Olympics adds to nightmare year for Japan's economy
• 조선(김병숙): "석탄가스화발전, 수소경제 확산에도 기여"
• 머니투데이(김동수): 코로나19가 초래한 글로벌 경제위기와 우리산업의 영향
• 파이낸셜뉴스(사설): "두산重 살려달라"는 노조의 절절한 호소
• 파이낸셜뉴스(박명규): CES2020으로 본 세계 로봇산업 트렌드
• 전자신문(윤희석): '소부장 특별법'에 거는 기대
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