Business Intelligence Monitor 200310

(Introduction)

[Markets]

•   Global: Coronavirus fears, oil price plunge pummel world markets

※   Oil in biggest single-day rout since Gulf War in 1991

※   Crude falls more than 30% as Saudi Arabia cuts prices

※   Yen soars to three-year high vs dollar with 3% jump

※   Pan-Europe stocks enter bear market territory

※   Dow, S&P 500, Nasdaq close in on bear territory

※   Fed funds fully price 75 bps cut in March

※   30-year Treasury yields drop below 1%

※   Macro 백업표

※   Industry 백업표

•   US: S&P 500 Drops 7% in Wall Street’s Worst Day in Over a Decade

•   US: Bank Stocks Plunge Along With Oil

•   US: Tesla shares plummet as cheap oil and coronavirus challenge electric car and solar sales

•   한국: 코스피, '코로나19 팬데믹 공포'에 4% 폭락…1,960도 붕괴

•   한국: 외국인 사상최대 1.3조 셀코리아…공포지수 하루새 31%↑

•   한국: 3重 악재 덮친 코스피…"V자 반등 어렵다"

•   한국: 정유株 5년만에 최저치 급락…SK이노 주가 한달새 20% 빠져

•   한국: 정유株보다 더 빠진 조선株...삼성중공업 12%↓

•   한국: 한국전력 8% 급등…유가 하락 호재

•   한국: 韓 국채금리 장중 첫 0%대…"금융위기후 가장 빠른 속도"

•   한국: 원화값, 이틀만에 20원넘게↓1204원

•   Brazil: Oil’s ‘Ugly’ Outlook Sends Petrobras Into Freefall

•   Metals: Copper slides to 3-year low after oil price crash

•   Grains: Corn, soybeans and wheat fall as global markets slump

[Indicators]

•   Germany Jan. Industrial production: German Industry Raised Output Before Virus Stalled Recovery

•   한국 1월 건설수주: 건설경기 선행지표 출발부터 ‘삐걱’

•   한국 2월 자동차 생산: 車 생산 반토막…"외환위기 이후 최악"

•   한국 2월 실업급여: '코로나 충격' 반영도 안됐는데…실업급여 月 7819억 사상최대

※   한경: "실업급여 올해 예산 9.5조도 부족할 것"…고용보험, 재정악화 속수무책

•   한국 2월 항공화물: 지난달 항공 화물 수송량 5%↓..한국발 항공사, 입국제한 여파

•   Japan Q4 GDP: Japan's Q4 GDP downgraded to annualized 7.1% contraction

•   Japan Jan. Current account: Rise in foreign investments ups Japan's January current account surplus

•   Japan Feb. Economy watcher sentiment index: Japan's business confidence crashes to post-Fukushima lows

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: The Markets Are Awful, But at Least They Work—for Now

•   WSJ: Circuit Breaker Halts Stock Trading for First Time Since 1997

•   WSJ: Fed’s Crisis-Era Playbook Could Guide Response

•   WSJ: Italy’s Containment Measures for Virus Extend Nationwide

•   WSJ: Virus Symptoms Start About Five Days After Infection, Research Finds

•   WSJ: Global Fear of Flying Spawns Crisis for Airlines

•   WSJ: Michigan Democrats Will Offer General Election Clues

•   WSJ: Trump, White House Officials to Discuss Economic Response Plan

•   WSJ: Halting the No. 2 Economy Was Easy. Restarting It Is Hard.

•   WSJ: U.S. Chip Industry Fears Long-Term Damage From China Trade Fight

•   WSJ: Coronavirus, Market Woes Damp Hopes of IT Hiring Comeback

•   WSJ: Newsletter: Oil Prices Plunge, Markets Rattled

•   WSJ: U.S. Shale Drillers Could Be Casualties of Oil-Price War

•   WSJ: Cheaper Oil Ratchets Up Pressure on Energy Sector

•   NYT: How a Saudi-Russian Standoff Sent Oil Markets Into a Frenzy

•   NYT: Coronavirus and 2020 Elections: What Happens to Voting in an Outbreak

•   NYT: New York Fed Moves to Keep Money Markets Calm Amid Turmoil

•   NYT: In Coronavirus Fight, China’s Vulnerable Fall Through the Cracks

•   NYT: Why the Outlook for the Economy Just Got Worse

•   NYT: Europe Is Probably in Recession. Can Its Leaders Move Fast and Deliver Relief?

•   NYT: Armored Cars, Robots and Coal: North Korea Defies U.S. by Evading Sanctions

•   WP: As fears rise of a global recession, the White House and Federal Reserve are at odds over how to help

•   FT: Russia says it can deal with pain of a Saudi oil price war

•   FT: Trump tries to shift blame for market slide on to oil feud

•   FT: Companies move to cover costs of coronavirus

•   FT: EU leaders pledge to work with Turkey on migration

•   FT: Energy groups feel the pain of Saudi Arabia’s price war

•   FT: Biden’s surge poses threat to Sanders’ primary hopes

•   FT: Indian prosecutors accuse Yes Bank co-founder of taking kickbacks

•   FT: Amazon offers to sell its technology to other retailers

•   FT: Call for Chinese to thank Xi for virus effort backfires

•   FT: Italy faces ‘darkest hour’ with coronavirus, says PM

•   FT: Europe policymakers search for answers to virus crisis

•   FT: Lagarde faces coronavirus crisis at ECB policy meeting

•   FT: Saudi Arabia oil gamble threatens modernisation drive

•   FT: Mexico boosts size of currency hedging programme

•   FT: Johnson’s handling of virus crisis put in spotlight

•   FT: US bank regulators urge relief for borrowers over coronavirus

•   FT: Shockwaves topple asset price dominoes

•   FT: UK and EU set to table competing draft trade deals

•   FT: Market stability begins to fray as oil slump piles on the pain

•   FT: Signals to watch for in Rishi Sunak’s Budget

•   FT: The economic response to coronavirus: why it’s mostly fiscal

•   FT: Brussels’ carbon border levy could face long delay, warn officials

•   FT: Bond investors happy to finance UK spending splurge 

•   FT: UK Budget: five things to watch

•   FT: Coronavirus threatens to wipe out third of Nissan profits

•   FT: Bleak signal for Japan as Nikkei stretches away from Topix

•   FT: Companies’ supply chains vulnerable to coronavirus shocks

•   Bloomberg: Virus Going Global Means China’s Factories Will Get Hit Again

•   Bloomberg: Australia Says Virus Hit Could Be Greater Than Financial Crisis

•   Bloomberg: Top Coronavirus Doctor in Wuhan Says High Blood Pressure Is Major Death Risk

•   Bloomberg: Deutsche Bank Employee Has Coronavirus; Bank to Split Staff

•   Bloomberg: Extreme Weather Events Expose Vulnerability of Crops Globally

•   Bloomberg: Shale’s New Reality: Almost All Wells Drilled Now Lose Money

•   Bloomberg: Trump’s Coronavirus Claims Often Contradicted by His Own Experts

•   Bloomberg: Apple’s iPhone Shipments to China Plunge 60% in February

•   Bloomberg: Post-Virus Stimulus Packages Could Devastate Global Climate Goals

•   Bloomberg: The Times America Went Big and Flooded Economy With Federal Cash

•   Bloomberg: Goldman Now Sees Fed Cutting Rate Back to Record Low

•   Bloomberg: Brazil Central Bank to Step Into Markets Again to Support Real

•   Bloomberg: Plunging Oil Price Is Far From the Economic Balm It Used to Be

•   Bloomberg: Russia Primes $150 Billion Wealth Fund as Oil War Hits Ruble

•   Bloomberg: Globalization Confronts a Doomsday Virus Prediction

•   Bloomberg: Virus Going Global Means China’s Factories Will Get Hit Again

•   Bloomberg: America’s Days as Net Oil Exporter Are Numbered Amid Price Rout

•   Bloomberg: U.S. Shows China Patience on Purchases If Trade Gap Doesn’t Grow

•   Bloomberg: Central Banks Lagging Fed Show 2008-Style Coordination Missing

•   Bloomberg: Recession Looms in Europe as French Demand ‘Call to Arms’

•   Bloomberg: What the Oil Plunge Means for Global Economic Growth: Map

•   Bloomberg: Four Charts That Show How Erratic the Stock Market Has Become

•   Bloomberg: Everyone is Falling Out of Love With Coal Except China

•   Bloomberg: JPMorgan, Deutsche Bank Now See ECB Cutting Rates This Week

•   Bloomberg: Supply Chain Unprepared for Next Outbreak

•   Bloomberg: Breakthrough Technique Could Produce Lithium in Hours Not Months

•   Reuters: Exclusive: Japan to boost special financing for coronavirus firms to $16 billion

•   Reuters: China reports no new locally transmitted coronavirus cases outside epicenter

•   Reuters: China firm develops system to recognise faces behind coronavirus masks

•   Reuters: French minister caught coronavirus after parliament visit

•   CNN: Why oil prices are crashing and what it means

•   CNN: Low oil prices could damage the US economy

•   CNN: A 'short, sharp' global recession is starting to look inevitable

•   CNN: Oil demand will fall for first time since 2009 because of the coronavirus, IEA says

※   IEA: Oil Market Report - March 2020

•   CNBC: IMF chief economist urges ‘targeted’ policies to stem the economic harm of the coronavirus

•   CNBC: Russia, Saudi Arabia squabble over oil strategy, but the real battle is with the US

•   CNBC: Coronavirus: Here's why financial markets are tanking

•   CNBC: WHO says threat of pandemic 'has become very real' even as China recoveries rise

•   CNBC: Oil prices: What a price war means for the US, Saudi Arabia and Russia

•   MarketWatch: ‘We’re going to have more deaths.’ Coronavirus vs. the flu. Influenza kills more people so everyone is overreacting, right? Wrong — here’s why

•   SCMP: Coronavirus can travel twice as far as official ‘safe distance’, study says

•   SCMP: Coronavirus: China export slump ‘on par with global financial crisis’ as surprise trade deficit concerns Beijing

•   SCMP: Coronavirus: Covid-19 a game changer for global ‘people supply chain’ of students, tourists

•   SCMP: China forges ahead with airport construction binge, despite signs of slowing air traffic growth

•   Global Times: China's robot industry boosted as demand emerges in fight against coronavirus

•   매경(P1): [단독] 주가 급락 비상대책 "한시적 공매도 금지"

•   매경: 베트남 최대투자 삼성…"700명 입국제한 풀어달라"

•   매경: 靑경제보좌관에 박복영 교수

•   매경: 벼랑 끝에 선 정유업계 "모든 악재 한번에…개소세 깎아달라"

•   매경: 석유화학제품, 수출 12% 떠받쳐…"위축땐 경제전체 악영향"

•   매경: 보건당국 "해외직구로 산 美N95·中KN95…KF94와 성능 비슷"

•   매경: "입원 대기자만 아직 1500명 …다음주까진 전시상태"

•   매경: 여야 노동계 출신 대거공천…21대국회 親노동성향 강해지나

•   매경: 불붙은 `재난기본소득` 논란…민주·정의당 한목소리

•   매경: [세종 인사이드] 기재부가 자정 넘어 보도자료 낸 까닭은

•   매경: 정부 하반기 고용대책 현금 더 얹어주기 `재탕`

•   매경: [인터뷰] 태양광 고효율로 재편중…기술력 뛰어난 한국 기업에 좋은 기회

•   매경: 新車가 먼저…르노삼성노조 "단체행동 자제"

•   매경: 삼성 화성반도체공장 화재…인명피해·생산차질 없어

•   한경(P1): 박용만 "코로나 추경 40兆로 늘려야…기업·경기 살릴 특단대책 필요하다"

•   한경: 한달새 110개사 폐업…여행업 등 4개 업종, 특별고용지원업종 지정

•   한경: 국방예산 맞먹는 51兆 드는데…1인당 재난기본소득 100만원 어떻게 생각하십니까

•   한경: 기본소득 실험, 해외선 잇단 실패…핀란드서도 도입 1년 만에 폐기

•   한경: 韓銀, 새 금통위원 4명 인선 착수…학계·금융계·관료 '물밑 경쟁'

•   한경: 정유·화학·철강 수요가 격리됐다…꼼짝없이 전염된 '적자 바이러스'

•   한경: 강방천 "코로나19가 부실기업 정리 촉매 역할"

•   한경: 올해 정기주총서 주주권 행사 '방아쇠' 당긴 국민연금…SKC코오롱PI·S&T중공업 안건에 반대표

•   한경: 외화 조달시장에도 '코로나 불똥'…기업들 해외채권발행 잇단 연기

•   한경: 6.5인치 대화면 영상 즐기기에 '딱'…배터리도 '거뜬'

•   한경: 떠들썩했던 5G 상용화…9개월만에 인기 시들?

•   한경: 삼성은 북미로, 화웨이는 유럽으로…'5G 장비 전쟁' 격화

•   한경: 화상채팅·보고서 결재·고용량 파일 공유…집에서도 회사업무 '척척'

•   한경: 5G 뛰어든 인텔 "기지국 반도체시장 40% 차지하겠다"

•   한경: 부품 공급난에 아이폰 생산 차질…애플도 코로나에 '몸살

•   서경(P1): "코로나 국외 유입 차단···특별검역국가 확대 검토"

•   서경: 정유사 '실적쇼크' 조선사 '수주가뭄'···주력산업 치명상 우려

•   서경: 물가하락 압력에 오일머니까지 이탈 우려

•   서경: 'C쇼크' 이 정도일 줄이야···대구 재래시장 경기 최악

•   서경: "원유전쟁發 증시 펀더멘털 훼손 우려, 중장기 전망 수정해야"

•   서경: [단독]두 달만에 청년고용장려금 예산 절반 써···코로나 추경때 슬쩍 증액했다

•   조선(P1): 5부제 첫날, 약국마다 "마스크 없어요" "등본 떼오세요" 혼란

•   조선(P1): 김정은 친서 5일만에 또 미사일 도발

•   조선: 마스크 재사용 '정답'은 없어… 헤어드라이어 건조·알코올 소독 소용없어요

•   조선: 사외이사 임기 제한하더니… 그 빈자리 줄줄이 親與인사로

•   조선: "직원 연금도 못내준다" 커지는 기업 곡소리

•   조선: 한전 올해 '탈원전 비용' 3조7000억

•   조선: 폴란드 원전수주전, 美·日·佛 정상 뛰는데… 한국 어디에

•   조선: 車부품업체 가동률 50~70%

•   조선: 우린 마스크 한장에 발동동… 美는 AI가, 中은 로보캅이 코로나와 싸운다

•   조선비즈: 버려진 전기차 배터리서 ‘금맥’ 캔다…니켈·코발트 추출해 재활용

•   조선비즈: 삼성 갤럭시S20 '괴물 카메라'에 화웨이, '펜타 카메라'로 맞서나

•   조선비즈: [단독] 마스크 원자재 '탈중국'… 정부, 터키·인도産 MB필터 샘플검사

•   중앙(P1): 서울서 또 집단감염 터졌다, 신도림 콜센터 22명 확진 비상

•   중앙: 900만 오가는 한·일 하늘길 끊겼다, 항공·여행업계 비명

•   중앙: 일본 소재 수입해 중간재 수출하는 한국, 입국제한 장기화 땐 타격

•   중앙: 꼼수 신재생?…석탄보다 탄소 더 나오는 폐목재로 신재생 의무비중 채운다

•   동아(P1): “신규 확진자 계속 줄면 한국은 방역 모범 사례”

•   동아(P1): 코로나 고삐 늦출 때 아니다

•   동아: “확진자 생겼으니 연차 쓰세요”… 회사가 강제할 순 없어

•   동아: 해외기관들 한국 성장률 전망 1%대 하향

※   무디스 1.4% - S&P는 1.1% 예측

•   동아: 아파트값 떨어지자… 서울 전세가율 60% 육박

•   문화: < Science >균일한 FeF2 양극재 첫 합성… 기존 배터리보다 용량 2∼3배 ↑

•   문화: 상인들 “지나다니는 사람조차 없어… 굶어죽겠어요”

•   문화: 코로나發 금리인하 초읽기… ‘집값 재과열’ 뇌관될 수도

•   문화: “금리 인하땐 부동산버블 우려… 효과보다 비용 크다”

•   문화: 中의존도 70% 넘는 수출입 품목 14개… “교역 다변화 절실”

•   한국: [속보] 김정은 “포병무력 세계 최강으로”…친서 닷새 만에 또 훈련 지도

•   서울: ‘둥지’ 두고 신사업 뛰어드는 건설사들

•   머니투데이: [단독]文대통령 '타다' 거부권 안한다…"금지법 아냐"

•   머니투데이: '갤럭시Z플립' 20여개국서 완판…전세계 홀렸다

•   헤럴드경제(P1): 소비 위축 ‘백약이 무효’?…한국 ‘1%대 성장률’ 힘들수도

•   헤럴드경제: 투자끊긴 모빌리티…구조조정 태풍 ‘강타’

•   헤럴드경제: 변동장서 돋보인 ‘로보어드바이저’

•   헤럴드경제: 서울 올 아파트 거래 6억~9억에 쏠렸다

•   파이낸셜뉴스(P1): 김포공항 입출국 10분의 1토막… "시골간이역보다 못해" [현장르포]

•   파이낸셜뉴스: LG전자계열, 코로나 여파 실적 흐림

•   파이낸셜뉴스: "에너지 전환 시스템에 ‘시민 참여’는 필수" [fn이사람]

•   아시아경제: 상장사 영업이익 개선 언제쯤…코로나 충격이 관건

•   아시아경제: 日 기술인력 입국도 중단‥반도체 등 한국공장 비상

•   아시아경제: 中企·자영업자, 코로나發 대출 '껑충'…은행 자산건전성 '빨간불'

•   아시아경제: 기업 애로 357건 접수해보니…40% "매출 타격 심각" 30% "부품 수급 난항"

•   뉴시스: 코오롱인더, SKC코오롱PI 지분 매각 완료…3035억 확보

•   뉴스토마토: "미래 선박연료 '대세'는 LNG와 수소"

•   이투데이: 현대중공업지주, 로봇사업 강화 본격화한다

•   아주경제: ​[상속자의 DNA] 오너 4세 박정원 두산 회장, 대대로 물려받은 ‘혁신 유전자’

•   국제신문: 신항 서‘컨’부두 트랜스퍼크레인 12기 두산중공업이 제작

•   reNews: UK 'should have 50% renewables by 2030'

•   Renewables Now: COVID-19 mitigation to be among GE's priorities for 2020

•   에너지경제: [단독] 수력산업 진흥한다…한국수력산업협회 사단법인 설립허가

•   에너지경제: 발전공기업, 탈원전·신재생에너지 확대로 재무구조 악화 논란

•   에너지데일리: 한전, 국내 최초 '수소저장 액체기술' 실증 성공했다

•   Equipment Journal: Here’s how to apply AI to your construction business - Equipment Journal

•   For Construction Pros: Electrification of Compact Construction Equipment Continues to Gain Momentum

•   IT Supply Chain: Doosan powers up manufacturing at MACH 2020

•   건설경제: 문재인 정부 후반기 건설 일자리정책 추진방향은?

•   건설경제: <취재 에필로그>탈원전과 코로나

•   OilPrice.com: Coronavirus Causes Unprecedented Oil Demand Destruction

•   OilPrice.com: Russia Can Live With $25 Oil For Years

•   OilPrice.com: Standard Chartered Slashes WTI Oil Price Forecast To $32

•   MINING.com: Freeport to grow copper, gold volumes by up to 40%

•   MINING.com: Chile’s main copper mines report mixed results, revenue drop

•   CNET: iPhone 12 rumors: Release date, specs, screen size and 5G predictions

•   CNET: Coronavirus has Silicon Valley effectively on lockdown

•   CNET: The coronavirus impact: Here's how COVID-19 has affected the tech industry

•   CNET: Pentagon's new contracts could mean creation of mobile nuclear reactors

•   전자신문: 한전·발전사, '에너지전환' 이후 해외 신재생 사업 매출 4조원 육박

•   ZDNet Korea: 삼성전자·TSMC, 초미세 파운드리 대결 속도戰

•   Phone Arena: Huawei is expecting a 20% decline in smartphone sales for 2020

•   Robotics & Automation News: UCLA engineers develop miniaturized ‘warehouse robots’ for biotechnology applications

•   Robotics & Automation News: RightHand Robotics continues global expansion with opening of sales office in Europe

•   Robotics & Automation News: Dexai Robotics raises $5.5 million to develop commercial kitchen automation solutions

•   Robotics & Automation News: Brain Corp and UniCarriers to develop autonomous mobile robots for material delivery

•   Robotics Tomorrow: The Importance of a Reliable Supply Chain for Robotics Companies

•   Robot Report: UR+ application kits look to simplify cobot deployments

•   Robot Report: MODEX roundup: robot companies tout new AMRs, partnerships

•   Cobot Trends: Fetch, Zebra team up to integrate fulfillment processes with AMRs

•   로봇신문: 햄버거 로봇 식당, 성공이 보인다...영업시간 확대

•   헬로티: 로봇으로 빌딩 검침을 한다고?

•   Dronelife: Drone Company Ware Introduces Inventory Management to Support 1.9 Trillion Warehousing Industry

•   Dronelife: Dark, Dirty and Dangerous: This Drone Can Map Pipes and Underground Tunnels from Above

•   Inbound Logistics: Logistics Leaders Into Outsourcing

•   Inbound Logistics: 6 Supply Chain Risks Worth Taking

•   Nikkei Asian Review: Robots roam Tokyo's newest train station to patrol and sweep

•   Nikkei Asian Review: Yen surge risks blowing $7bn hole in Japan exporters' profit

•   Nikkei Asian Review: Japan steelmakers deny pay hikes as trade war saps demand

•   Nikkei Asian Review: Coronavirus hits Japanese stores and restaurants

•   Nikkei Asian Review: Coronavirus panic buying sends Asian governments scrambling

•   Mainichi: Japan gov't, BOJ holds emergency meeting to discuss forex move

•   Economic Times: India's chaotic bank rescue sparks worries on spectrum of things

•   Business Standard: Coronavirus, not developments at YES Bank, will determine market direction

•   Business Standard: India's inflation likely fell to a 3-month low in February: Poll

•   Folha de S.Paulo: Brazil Confirms 25 Cases of Coronavirus

•   Jakarta Post: Oil price slump a double-edged sword for Indonesia, Sri Mulyani says

•   Jakarta Post: PGN to conduct joint study on use of LNG for supply trucks

•   Jakarta Post: Indonesia aims to double gas production by 2030 with major projects in pipeline

•   Jakarta Post: Indonesia aims to double gas production by 2030 with major projects in pipeline

•   Jakarta Post: Govt to cap growth of SOEs' capex at 7 percent as focus shifts to profitability

•   Jakarta Post: Lower income, rising debt expected as Indonesia unveils extra stimulus

•   Jakarta Post: At least 30 articles in omnibus bill contravene Constitution - Politics - The Jakarta Post

•   Viet Nam News: Banks cut savings rates to ensure lower-interest loans amid Covid-19 epidemic

[Opinions]

•   Project Syndicate(David Ahn, Robert H. Dugger): The US Federal Reserve’s Debt Purchases Are a Warning

•   Project Syndicate(Kaushik Basu): Epidemics and Economic Policy

•   Project Syndicate(Jim O’Neill): A Stress Test for Public Health Systems

•   Project Syndicate(Daniel Gros): How Europe Should Manage the Coronavirus-Induced Crisis

•   Project Syndicate(Joseph E. Stiglitz): Plagued by Trumpism

•   FT(Editorial Board): Downturn needs a global fiscal and health response

•   FT(Editorial Board): Riyadh puts the squeeze on US shale producers

•   FT(Mohamed El-Erian): How this market crash is different from 2008, and the same

•   FT(Gideon Rachman): A Biden presidency could not turn back the clock on Trump

•   FT(Robert Shrimsley): Coronavirus brings a reminder of the iron law of politics

•   FT(Nick Butler): Is 2020 the year for regime change in Venezuela? 

•   FT(Michael Mackenzie): Music stops for stock markets’ great bull run

•   FT(Lex): Italy/bad debts: the unlucky country

•   FT(Lex): Coronavirus/oil price: war gaming the end of hydrocarbons

•   FT(Lex): US oil/junk bonds: busts to show folly of last reboot

•   FT(Teresa Johnson): Treat climate change as a systemic risk to global finance

•   FT(Ray Dalio): Act now to prevent coronavirus shock from spreading

•   FT(Bill Farren-Price): The oil market just entered uncharted waters

•   FT(Michael Skapinker): Four reasons business travel will bounce back from coronavirus

•   FT(Robert Armstrong): What banks are worth in a world of non-stop rate cuts

•   FT(Huw van Steenis): For the ECB, just cutting rates is not enough to tackle coronavirus

•   WSJ(Joseph Epstein): If Only All the Candidates Could Drop Out

•   WSJ(John Greenwood, Steve H. Hanke): How the Federal Reserve Can Ease the Coronavirus Panic

•   NYT(Paul Krugman): Trump Can’t Handle the Truth

•   NYT(Raphael Rashid): Being Called a Cult Is One Thing, Being Blamed for an Epidemic Is Quite Another

•   NYT(Scott W. Atlas): The Dangers of Medicare for All

•   NYT(Ivan Krastev, Stephen Holmes): Of Course They Gave Up on Democracy

•   NYT(Tim Parks): This Is Life Under Lockdown in Italy

•   NYT(Jennifer Senior): President Trump Is Unfit for This Crisis. Period.

•   WP(Editorial Board): The coronavirus is an emergency that warrants an expensive economic rescue

•   WP(Henry Olsen): Why the GOP didn’t unite against Trump the way Democrats have against Sanders

•   WP(Jennifer Rubin): Sanders gets more Trumpian by the day

•   WP(Jennifer Rubin): Biden is now the real front-runner

•   WP(Jennifer Rubin): The Senate majority is within reach for Democrats

•   WP(Paul Waldman): How Trump’s insecurity is making the coronavirus crisis worse

•   WP(Paul Waldman): As coronavirus threatens economic damage, Republicans return to an old favorite

•   WP(Greg Sargent): A new poll shows that Trump doesn’t actually have magical chaos powers

•   WP(Michael Gerson): Coronavirus isn’t another Hurricane Katrina. It’s worse.

•   WP(Brian Klaas): The coronavirus is Trump’s Chernobyl

•   WP(Charles Lane): We don’t know the most important fact in the world right now

•   WP(Carl Bildt): Italy and the the coronavirus: another big challenge for the E.U.

•   Bloomberg(Mohamed A. El-Erian): Coronavirus and Russia Will Test Saudi Game Plan

•   Bloomberg(David Fickling): The Oil Price War Is Turning Into a Debt War

•   Bloomberg(Tyler Cowen): Don’t Worry. America’s Response to the Coronavirus Will Improve.

•   Bloomberg(Noah Smith): Why Taxing Bad Things Isn't Always Good Policy

•   Bloomberg(Brian Chappatta): Deflation Is the Biggest Fear of Leveraged Bond Markets

•   Bloomberg(Andy Mukherjee): Drunk Central Banks Are No Friends of Supply Chains

•   Bloomberg(Liam Denning): Saudi Arabia and Russia Just Killed Optimism in Shale

•   Bloomberg(John Authers): A Shift in the Global Financial Order Is Upon Us

•   Bloomberg(John Authers): New World Order Is Coming, Maybe in Helicopters

•   Bloomberg(Barry Ritholtz): Some Rules for Coping With Stock-Market Panic

•   Bloomberg(Julian Lee): Saudi Arabia’s Oil Crash Has No Quick End

•   Bloomberg(Ferdinando Giugliano): The ECB Needs to Look Beyond Banking Giants for Financial Risk

•   Bloomberg(Ferdinando Giugliano): Italy's Coronavirus Lockdown Tests the Limits of Democracy

•   Bloomberg(Bobby Ghosh): What Is Really Going On Inside Saudi Arabia?

•   Bloomberg(Tim Culpan): Gold, Bitcoin No Longer Frenemies in Coronavirus Era

•   Bloomberg(Ellen R. Wald): Six Thoughts on the Collapse of the Oil Market

•   Bloomberg(Meghan L. O'Sullivan): Russia-Saudi Relationship Is a Coronavirus Casualty

•   CNBC(Brian Sullivan): Putin sparks an oil price war and US companies may be the victims

•   CNN(Christine Romans): Trump can't tweet his way out of a bear market

•   MarketWatch(Peter Morici): Trump will ride the center lane in fall election campaign

•   MarketWatch(Brian Frank): Here comes the energy bust, a sequel to the wipeout five years ago

•   MarketWatch(Josh Bivens): Here’s how Congress should respond today to the COVID-19 recession

•   Robotics & Automation News(David Edwards): The incredible potential of soft robotics