Business Intelligence Monitor 200317

(Introduction)

[Markets]

•   Global: Markets crater as coronavirus fears overwhelm central bank emergency measures

※   U.S., European stocks tumble further into a bear market

※   Fear indexes soar, precious metals plummet on Fed moves

※   Trading halted for 15 minutes on Wall Street

※   Crude oil slides to less than $30 a barrel

※   Macro 백업표

※   Industry 백업표

•   Gold: Gold and platinum dive as investors dump liquid assets

•   US: US banks’ shares pummelled by rate cuts and credit fears

•   한국: '백약이 무효'…코스피, 또 3.2% 급락 마감

•   한국: 공매도 금지 첫날 '효과 없네'

•   한국: 兆···兆···兆, 개미군단 거침없는 매수세

•   한국: 신저가 583개 속출...신고가는 달랑 2개

•   한국: D램 업황 반등에도 힘 못쓰는 반도체株

•   Russia: Markets React to Coronavirus in Russia | March 16

•   Metals: Copper tumbles to 40-month low on fears for economy, demand

•   Grains: U.S. corn, soy, wheat extend sell-off to multi-month lows on coronavirus fears

[Indicators]

•   US Mar. Empire State manufacturing index: Empire State manufacturing index sees record decline to -21.5 in March

•   China Feb. Industial prodution, Retail sales: China’s Economy Suffers Historic Slump Due to Virus Shutdown

•   China Feb. Employment: Coronavirus: China unemployment rate rose more than during US trade war

•   한국 기준금리: 韓銀, 금리 0.5%P 인하…첫 제로금리 시대

※   한국은행: 기준금리 0.5%p 인하 등 경제·금융 안정화 조치 실시

※   매경: 0%대 기준금리 `막차` 올라탄 韓…가보지 않은 길 간다

※   매경: 상황 인식도, 경기 대책도 모두 美보다 한발 늦은 韓

※   매경: 이주열 "모든 수단 동원"…추가 인하 가능성 열어둬

•   한국 1월 은행 원화대출 연체율: 코로나 여파 반영 전인데...中企·자영업 연체율 상승

•   한국 2월 수출(확정): 반도체 선전에…2월수출 4.3%↑

•   한국 2월 부동산시장 심리조사: 인천·경기 2월 부동산 매매지수 '최고치'

•   한국 3월 외식업 경기지수: '지표'가 말해준 밥 굶는 외식업…경기지수 6년새 최저 "바닥 더 남았다"

•   Japan Benchmark rates: Bank of Japan to Double Stock Purchases to Blunt Virus Impact

※   BOJ: Enhancement of Monetary Easing in Light of the Impact of the Outbreak of the Novel Coronavirus (COVID-19)

※   Bloomberg: Kuroda Remains Wary Over Deeper Negative Rates Like Lagarde

•   Indonesia Jan. Foreign debt: Indonesian foreign debt up 7.5 percent in January on high government borrowing

•   Indonesia Feb. Balance of trade: Indonesia records $2.3b trade surplus in February despite coronavirus pandemic

※   Jakarta Post: COVID-19 pandemic looms over Indonesia’s record-high trade surplus

•   Egypt Benchmark rates: Egypt Delivers Record Rate Cut to Tackle Fallout of Outbreak

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Airlines Seek $50 Billion Aid Package

•   WSJ: Amazon Adding 100,000 Warehouse and Delivery Workers Amid Shutdowns

•   WSJ: Coronavirus Closes School for Nearly 30 Million Children in U.S.

•   WSJ: U.S. Economy Slides Into the Monetary Black Hole

•   WSJ: Coronavirus Draws Attention From Biden and Sanders

•   WSJ: Israel’s President Asks Benny Gantz to Form New Government

•   WSJ: U.S. Braces for Sharp Economic Downturn as Coronavirus Bears Down

•   WSJ: Coronavirus Sick-Leave Bill Raises Concern Over Small-Business Burden

•   WSJ: A Day After Fed Takes New Action, Repo Demand Is Still Light

•   WSJ: Tax-Law Changes Make Life Harder for Firms Facing Coronavirus Losses

•   WSJ: Newsletter: The Fed Goes Big, Americans Urged to Stay at Home

•   WSJ: Fed Encourages Banks to Keep Lending

•   WSJ: Human Testing Begins Earlier Than Expected For U.S. Coronavirus Vaccine

•   WSJ: Apple Faces $1.2 Billion Fine for Alleged French Distribution Cartel

•   WSJ: Why Are Markets So Volatile? It’s Not Just the Coronavirus.

•   NYT: Some Ask a Taboo Question: Is America Overreacting to Coronavirus?

•   NYT: How Big Businesses Get a ‘Deep Clean’

•   NYT: Coronavirus Could End China’s Decades-Long Economic Growth Streak

•   WP: States begin imposing harsher measures to contain coronavirus as U.S. cases rise sharply

•   WP: Spiking U.S. coronavirus cases could force rationing decisions similar to those made in Italy, China

•   WP: Biden pledges he’ll pick a female running mate, Sanders says he likely will in debate under the shadow of coronavirus

•   WP: How long will social distancing last? Here are the factors that will affect the answer.

•   WP: U.S.-led coalition to withdraw hundreds of troops from smaller bases in Iraq

•   FT: G7 vows ‘whatever is necessary’ to support global economy

•   FT: Eurozone finance chiefs look at crisis measures

•   FT: Investors call for Fed help in ‘frozen’ commercial paper market

•   FT: Europe’s factories fall silent in day of turmoil

•   FT: European car plants close as industry crisis deepens

•   FT: White House and Congress pressed to deliver more stimulus

•   FT: Businesses demand billions in help to avoid failures

•   FT: Johnson tells Britons to avoid pubs, office and travel

•   FT: UK curbs social contact and travel in push to save lives

•   FT: China is playing a political zero-sum game

•   FT: ‘We are at war’ against virus, says Macron

•   FT: Investors call for ECB support in Italian bond slump

•   FT: Ex-BoE policymakers warn of coronavirus shock to UK economy

•   FT: Johnson’s dilemma over EU coronavirus help

•   FT: How the Fed has moved to support the financial system — explained

•   FT: US workers brace as coronavirus ripples through real economy

•   FT: UK to discuss help for aviation industry hit by coronavirus

•   FT: Investment vehicle underpins Germany’s exit from coal

•   FT: EU rejects UK call for rapid agreement on financial services

•   FT: US investors brace for ratings downgrades

•   FT: Saudi Arabia arrests nearly 300 public servants in latest crackdown

•   FT: EU launches pandemic fiscal firefight

•   FT: Coronavirus hits Italy’s social model hard

•   FT: Chinese economy suffers record blow from coronavirus

•   FT: Containing coronavirus: lessons from Asia

•   FT: Virus and oil shocks risk tipping Latin America into recession

•   FT: Eurozone chiefs look to €410bn bailout fund for help

•   Bloomberg: Ten-Minute Coronavirus Test for $1 Could Be Game Changer

•   Bloomberg: European Union Proposes Ban on Non-Essential Travel to Europe

•   Bloomberg: Malaysia in Lockdown as Cases Jump to Most in Southeast Asia

•   Bloomberg: Coronavirus Could Bankrupt Most Airlines by End of May, Consultant Warns

•   Bloomberg: North Korea’s Official Virus Tally: Zero. Experts Aren’t So Sure

•   Bloomberg: Doctors Fear Being Taken Out of the Game by Infected Patients

•   Bloomberg: Hong Kong Shutdown Is a Lesson to the World in Halting the Virus

•   Bloomberg: Gas and Power Plunge in Europe On Concern Virus Weakens Economy

•   Bloomberg: Climate Push Loses Momentum as World Fights Coronavirus

•   Bloomberg: Powell’s Fed Seeks to Limit Pain of Unavoidable Economic Slump

•   Bloomberg: BOE’s Bailey Vows Quick Action When Needed on Virus Impact

•   Bloomberg: Europe, Canada, U.K. Limit Travel in Attempt to Seal Out Virus

•   Bloomberg: Depositors Staying Put Is Now Key to India’s Biggest Bank Rescue

•   Bloomberg: BOE Starts Post-Carney Era With Another Crisis Veteran at Helm

•   Bloomberg: Italy’s Fragile Finances Have a $2.4 Trillion Virus Problem

•   Bloomberg: Europe Recession Inevitable as Last Line of Defense Crumbles

•   Bloomberg: Export Wars Erupt as Officials Curb Supplies to Battle Virus

•   Bloomberg: Poland Needs Fiscal Boost Over Rate Cut, Central Banker Says

•   Bloomberg: China’s Resistance to the Global Equity Rout Is Now Crumbling

•   Bloomberg: HSBC Says Pandemic May Cause Share Suspensions, Asset Writedowns

•   Bloomberg: Tesla Delivery Decline, Ford Loss Forecast on Virus Fallout

•   Bloomberg: India’s Record FX Reserves Adequate to Offset Shocks, HSBC Says

•   Reuters: Germany reports jump in coronavirus cases to 6,012, death toll rises to 13

•   Reuters: Merkel says 'Let's get through this' as shops, bars and churches shut

•   Reuters: Italy pumps cash into coronavirus-hit economy as death toll passes 2,000

•   Reuters: Exclusive: Coronavirus must hit peak by end-May for Tokyo Games to happen on time - French Olympic Committee chief

•   Reuters: Few U.S. shale firms can withstand prolonged oil price war

•   Reuters: China urges U.S. to lift sanctions on Iran amid coronavirus response

•   Reuters: Factbox: The economic remedies for the coronavirus

•   Reuters: Deserted streets, talking drones as Spain imposes state of emergency over virus

•   Reuters: In Indian capital, riots deepen a Hindu-Muslim divide

•   Reuters: Russia to launch $4 billion fund to try to shield economy from coronavirus shock

•   CNN: The global coronavirus recession is beginning

•   CNN: More than half of American jobs are at risk because of coronavirus

•   CNN: America could lose 1 million jobs in March, former Trump adviser warns

•   CNN: The Federal Reserve just broke out 4 big weapons to fight the coronavirus crisis

•   CNN: Google sister-company's coronavirus website rolls out to confusion

•   CNBC: Trump admits that coronavirus crisis could stretch into July or August

•   CNBC: Trump issues ‘Coronavirus Guidelines’ for next 15 days to slow pandemic

•   CNBC: Coronavirus wreaks havoc on retail supply chains globally, even as China’s factories come back online

•   CNBC: Coronavirus lockdown: France orders people to stay at home for 15 days due to pandemic

•   CNBC: Coronavirus could be the tipping point for movie theaters, gyms and other industries already suffering from disruption

•   CNBC: White House braces for political fight as it readies coronavirus airline bailout package

•   CNBC: Mnuchin tells Cramer there will be pent-up demand when crisis ends

•   CNBC: IMF says it’s ready to mobilize its $1 trillion lending capacity to fight coronavirus

•   CNBC: Retail store closures in the US could explode because of coronavirus

•   CNBC: Economist Paul McCulley: Stock plunge not an indictment of Fed moves

•   CNBC: Romney proposes sending $1,000 checks to every American to ease coronavirus economic pain

•   CNBC: Wall Street says these things must happen before the market will stop plunging and bottom

•   CNBC: US recession still a risk but the central bank’s moves deserve applause, says former Fed official

•   MarketWatch: The Fed cut interest rates to zero, but don’t expect to see 0% mortgages anytime soon

•   MarketWatch: How long will coronavirus last? It depends — but ‘prepare yourself for a long ride’

•   Fox Business: San Francisco Bay Area counties issue shelter-in-place order

•   Fox Business: Inside Goldman Sachs' chilling forecast

•   Fox Business: Coronavirus bonds could help millions of Americans, small businesses

•   SCMP: Decoding Covid-19

•   SCMP: What can China’s economic slump teach rest of the world?

•   SCMP: China’s economy suffers dramatic collapse in warning to rest of world

•   Global Times: Property market remains stable in China, flexible policy expected

•   매경(P1): 정부, 수조원대 증시안정펀드 추진

•   매경: 코로나 충격 장기화 판단…비정상적 급락때 안전판 활용

•   매경(P1): 文 "수도권 방역 지금부터가 중요"

•   매경(P1): 식당도 한복집도 "우린 살고싶다"

•   매경: 친동생같던 직원에 "보름만 쉬면 안될까?"…가게주인은 울었다

•   매경: "단돈 100만원이 궁해…급한불 꺼달라"

•   매경: 자고나면 옆가게 `휴점`…"하루 1만원 벌면 다행"

•   매경: "경기 침체로 금리인하 효과 떨어져…집값 상승 제한적"

•   매경: 주택대출금리 사상 첫 1%대 `눈앞`…예·적금 금리 0%대 속출할 듯

•   매경: 기업들 "이제는 차이나+2 필요"…글로벌 밸류체인 `리셋`

•   매경: 코로나가 불지핀 `디지털전환`…재택근무 일상화 된다

•   매경: `코로나 추경` 여야 막판 조율…17일 본회의 처리 주목

•   매경: "코로나로 강제휴업 소상공인에 보상금 지급"

•   매경: 초저금리 시대 `성큼`…금융권 "기존 사업계획 무의미"

•   매경: SK하이닉스가 투자한 사모펀드…매그나칩반도체 사업부 품는다

•   매경: 삼성전자, 中시안 2공장 가동…5세대 낸드플래시 생산나서

•   매경: `한일경제인회의` 11월로 전격 연기

•   매경: 日 수출규제 때도 열렸는데…삼성전자 파운드리 포럼 연기

•   매경: SKC, 1조원 실탄 마련…모빌리티·반도체 박차

•   매경: 20회 반복 세척 가능한 재사용 나노마스크 개발

•   매경: "코로나로 사업보고서 못내" 상장사 26곳 제재 면제 신청

•   매경: 보름만에 3억 오르락내리락…혼란스러운 강남 아파트값

•   매경: 세입자 울리는 전세금 널뛰기…`깡통전세 다툼` 급증

•   매경: 음원시장 얼어붙고…주말 영화관객 20만도 깨져

•   한경(P1): "글로벌 공급망 붕괴 위기…기업들 유동성 확보해야"

•   한경(P1): 기업 '달러 가뭄'…외화 유동성에 경고등

•   한경: "글로벌 위기 심화 땐 '외환 곳간' 순식간에 바닥"

•   한경: '달러 공급원' 경상흑자 급감…"4019억弗 외환보유액 충분치 않아"

•   한경(P1): 철강·유화·조선·유통 '코로나 직격탄'…영업익 전망치 20~40% 급감

•   한경: 두려운 C의 습격…현대차, 지난달 中 판매 97% 줄었다

•   한경: "교역 위축 장기화…V자 경제 회복? 밑바닥이 아주 긴 U자형 반등할 것"

•   한경: '3低 기저질환' 앓는 韓경제, 쇼크 줄여줄 '완충장치'가 없다

•   한경: "글로벌 공급망 붕괴 위기…기업들 유동성 확보해야"

•   한경: 점점 현실이 되어가는 '인공태양의 꿈'

•   한경: "코로나 이후 생산·소비 디지털 전환 가속…산업재편 준비해야"

•   한경: 백화점 모처럼 매출 늘었지만…

•   한경: PBR 0.2배 종목 속출…"정말 싼 값인가"

•   한경: [마켓인사이트] 코로나에 해외 대체투자 '올스톱'

•   한경: 재택근무·시간차 출퇴근…일하는 방식이 바뀐다…코로나에 대처하는 기업들의 자세

•   한경: 원자재 수송 급감…해운업도 '코로나 쇼크'

•   서경(P1): 재난기본소득 가능성 열어놓은 文대통령

•   서경(P1): "실물서 금융까지 복합충격 올수도···필요땐 추가조치"

•   서경: 文대통령 "기업인 입국 문제 등 G20에서 논의해야"

•   서경: [Biz이슈&] "비산유국 중 우리만 원유관세···이대론 다 죽는다"

•   서경: "7박 일정이 두달로" 발묶인 기업 출장

•   서경: 이와중에...투쟁 깃발 드는 현대重·한국GM 노조

•   서경: 삼성전자마저...1년만에 목표가 낮췄다

•   서경: 2만 가구서 3,500가구로...쪼그라든 민간 건설임대

•   조선(P1): 성남 교회 49명, 부천 교회 15명… 예배강행이 부른 집단감염

•   조선: 與野 양대노총 출신 20여명 공천, 21대 국회서도 노조입김 거셀듯

•   조선: 유경준 강남병 공천, 이혜훈 동대문을 경선 승리

•   조선: 산업용 마스크까지 쓰는 시민들… 공장들 "우리 쓸게 없다"

•   조선: 대만 TSMC·삼성 반도체 파운드리 속도전

•   조선: 재건축 총회도 개최 못하는데… "분양가 상한제 연기" 신청 쇄도

•   조선: 규제 풍선효과… 군포·오산·안산 집값 뛰어

•   조선: "유가 당분간 30달러선 머물 것… 정유·화학 단기실적에 악영향"

•   조선비즈: 코로나發 파격 금리인하가 집값 올릴까… "오히려 조정 예상도"

•   중앙(P1): 유럽발 입국 확진자 22명, 중국발 넘어섰다

•   중앙: [뉴스분석] 코로나 아이러니…정부가 못한 고용·노동 혁신 해냈다

•   동아: “증상 호전후 바이러스 3∼4주 지속되기도… 최소 2주 더 격리를”

•   동아: “과거 경제위기는 특정부위 고장… 코로나 사태는 전신마비 수준”[파워 인터뷰]

•   문화: “총선용이다 뭐다 해도… 공급절벽은 해소해야”

•   국민(P1): “훔쳐 먹든 주워 먹든 해야 할 판” 실직 도미노 [이슈&탐사]

•   머니투데이: 제로금리 요동치는 시장…10조 채안펀드 재가동

•   머니투데이: '탈원전' 말고 다른 배경은 없나?…두산중공업 위기의 진짜 이유

•   머니투데이: 코로나19, 기존 투자공식 더 이상 안통한다

•   머니투데이: "삼성전자 지금 사요?"…저금리에 늘어난 '주식뉴비'

•   헤럴드경제: “추경, 쓰임새 확실해야 국민 납득”

•   헤럴드경제: 아직 1차 추경 확정도 안됐는데 2차 추경론 ‘비등’

•   헤럴드경제: ESS국내시장 33% ‘역주행’…올 코로나 덮쳐 주저앉을 판

•   헤럴드경제: “공매도, 한시금지 아닌 대폭 손질해야”

•   헤럴드경제: 주식비중 2008년 대비 3배 커진 국민연금 ‘빨간불’

•   헤럴드경제: 상승 멈춘 부동산…지켜볼까 vs 지금 살까

•   파이낸셜뉴스(P1): 사람 사라진 명동..서울 중구 유동인구 78% 감소

※   80%의 매출 감소 시 매일 3000억원의 손실

•   파이낸셜뉴스: 그래도 경기 맥 못춘다면? 한은 국고채 매입 나설수도 [한국 0% 금리 시대]

•   파이낸셜뉴스: 대출 금리 역대최저 예고… 1600조 가계부채 뇌관 건드리나 [한국 0% 금리 시대]

•   아시아경제: 스마트폰·PC 출하량 역성장…믿었던 반도체마저 꺾이나

•   아시아경제: '코로나19' 소비 10% 줄면 3만명 일자리 잃는다

※   파이터치연구원: 코로나19가 국민경제에 미치는 영향

•   디지털타임스(P1): "3년 이후 국채발행 940조, 채무비율 46% 돌파할 것"

•   이데일리(P1): [단독]‘금융위기 안전판’ 한미 통화스와프 10년 만에 재추진 검토

•   이데일리: KDI, 신임 경제전망실장에 정규철 박사 선임

※   전임인 김성태 전 경제전망실장은 두산 전략기획실 상무로 자리를 옮겼다.

•   이데일리: 두산솔루스, 동박·전지박 등 매출 성장세 견조 -하나

•   연합: 앨 고어 "한국, 석탄 발전에 공적 금융 지원 중단해야"

•   연합: 코로나19에 발 묶인 재계 리더들…현장 경영 '올스톱'

•   연합: 민주, '그린뉴딜 기본법' 제정 공약…탄소세 도입 검토

•   뉴시스: 에스퓨어셀, 건물용 수소연료전지 中에 첫 수출

•   뉴스1: 삼성·현대차 매출 절반 유럽·미주 어쩌나…코로나 팬데믹에 재계 '패닉'

•   이투데이: 코로나19 공포 휩싸인 유럽…전기차 배터리 성장 제동 '우려'

•   더벨: 포스파워, 완공까지 '넘을 산 많다'

•   아이뉴스24: 자금 조달길 연 두산重, CB·BW 한도 兆단위로 늘린다

•   아시아투데이: ‘車 배터리’ 흑자전환 앞둔 삼성SDI…코로나19 유럽 확산에 ‘촉각’

•   뉴스웨이: ‘에너지’에 빠진 건설사들

•   팍스넷뉴스: 두산인프라, 리파이낸싱 투자자 확보 '발동동'

•   reNews: Germany 'failing to deliver on offshore wind'

•   reNews: UK clean power planning 'hits four-year high'

•   KHL: Caterpillar’s ConExpo presence honors equipment operators

•   KHL: Kubota launches stand-on tracked loader

•   KHL: Coronavirus concerns for French rental

•   Construction Equipment: Volvo Launches Machine Control System for Excavators

•   건설경제: [팩트체크] 두산중공업 추락 어떻게 봐야 하나

•   MINING.com: Iron ore prices resilient, activity levels healthy – S&P Global Platts

•   CNET: Coronavirus vaccines and treatment: Everything you need to know

•   CNET: COVID-19 and automakers: All the plant shutdowns due to the coronavirus

•   CNET: All about 5G: What it is and why you'll want it

•   Verge: Apple is reportedly making a 5.5-inch entry-level iPhone

•   전자신문(P1): 현대차, '다품종 소량생산' 미래형 전기차 스마트팩토리 짓는다...세계 첫 시도

•   전자신문: 폴란드 원전 수주전 '주변국 반대' 변수 급부상

•   디지털데일리: 화웨이, P40 공개 D-10…넘어야 할 고개 산적

•   Phone Arena: Bigger iPhone 9 Plus could accompany Apple's iPhone 9, iOS 14 code suggests

•   Phone Arena: ZTE's third 5G flagship smartphone to be unveiled on March 23

•   Phone Arena: A Redmi Note 7 Pro’s battery exploded, reportedly due to prior damage

•   Robotics Business Review: MODEX 2020: 5 supply chain robot takeaways

•   Robot Report: Machine learning helps researchers build low-cost tactile sensor

•   로봇신문: 태양열로 움직이는 자율주행 로버 공개

•   로봇신문: [화제 동영상]테슬라와 자율순찰 로봇의 만남

•   헬로티: 두산인프라코어, 2020 중동 전력전시회서 최신 엔진 라인업 7종 선보여

•   물류신문: Part 4. 물류창고 효율화의 첨병 '로봇'

•   물류신문: Part 5. 물류창고의 새로운 혁신 아이템 ‘바이오닉 기술’

•   Nikkei Asian Review: Coronavirus May-end peak a must for Tokyo Olympics: official

•   Nikkei Asian Review: Sharp eyes spin off and listing of LCD unit

•   Nikkei Asian Review: Japan shuts nuclear reactor over anti-terrorism shortfalls

•   Nikkei Asian Review: Thailand's economic 'death by a thousand cuts' sows desperation

•   Economic Times: View: In the face of the Covid-19 crisis, India needs coordinated fiscal action and monetary stimulus

•   Economic Times: MPC will take call on rate cut; all options on the table to counter coronavirus blow, says Shaktikanta Das

•   Economic Times: Coal India: Higher Coal India supplies to help plants cut imports

•   Economic Times: Indians at the covid epicentre: Locked out, confused & waiting to come home

•   Business Standard: Moody's upgrades YES Bank ratings; outlook changed to positive

•   Business Standard: India's coronavirus plan: EU and UK, passengers barred, schools may close

•   Hindustan Times: ‘Yes Bank moratorium to be lifted on March 18 at 6 pm’: RBI governor Shaktikanta Das

•   Folha de S.Paulo: Bolsonaro "Sees" Hysteria in Fighting Coronavirus and Squares Off with Congressional Leaders

•   Jakarta Post: Energy Ministry may lower coal production target as Chinese demand falls

•   Jakarta Post: Railways, warehousing boost logistics sector as it grows by 10.5% in 2019

•   Jakarta Post: Tourism sector suffers $1.5 billion losses as Covid-19 hits hard

•   Jakarta Post: Indonesia’s ultra rich to increase in number by 57% by 2024

•   Jakarta Post: COVID-19: Tax office pushes back filing deadline, scraps direct services

•   Jakarta Post: Indonesia deploys second stimulus amid market, rupiah routs

•   Jakarta Post: COVID-19: House, watchdog call for delay of regional elections - Politics - The Jakarta Post

•   Viet Nam News: VN imports of US goods continue to rise

•   Myanmar Times: Panic buying leads to spike in sales

•   Myanmar Times: COVID-19 could hit Myanmar’s FDI: MIC

[Opinions]

•   Project Syndicate(Jayati Ghosh): The COVID-19 Debt Deluge

•   Project Syndicate(Hans-Werner Sinn): The World Is at War

•   Project Syndicate(Amy Luers): Holistic Thinking for Global Threats

•   Project Syndicate(Daron Acemoglu): The Post-Trump Agenda

•   FT(Editorial Board): Bolsonaro’s reckless crusade imperils reforms

•   FT(Gideon Rachman): How Beijing reframed the virus response narrative

•   FT(Robert Shrimsley): UK must tailor coronavirus response to restore confidence

•   FT(Nick Butler): Expect oil to rebound but with a low ceiling

•   FT(Robin Wigglesworth): Fed howitzer is insufficient, but necessary

•   FT(Claire Jones, Izabella Kaminska): Why FX swap lines are the most important Fed action thus far

•   FT(Trinh Nguyen): Whatever the Fed just did, it may not help much

•   FT(Jemima Kelly): Bitcoin’s big moment proves shortlived as it crashes, again

•   FT(Esteban Jadresic): Chile does not need a constituent process

•   FT(Patrick Jenkins): ‘Bazookas’ cannot stop coronavirus becoming a financial crisis

•   FT(Claire Jones): The eurozone’s response, digested

•   FT(Mark Lewis): Has Saudi shifted strategy because of decarbonisation?

•   FT(Lex): European carmakers: sales slump poses punishing road test

•   FT(Lex): Short bans/market closures: they amplify panic

•   FT(Lex): US bailouts: the state should take stakes

•   WSJ(Andy Kessler): Crisis Means a New Business Era

•   WSJ(Mary Anastasia O’Grady): Economic Flu Stalks Latin America

•   WSJ(Neeraj Sood): It’s Dangerous to Test Only the Sick

•   WSJ(Kevin Warsh): Let the Fed Administer an Antiviral Shot

•   WSJ(Lawrence Lindsey): Don’t Credit the Minimum Wage for Growing Paychecks

•   WSJ(Matt Burr, Becca Endicott): Coronavirus Will Permanently Change How We Work

•   NYT(David Leonhardt): A Complete List of Trump’s Attempts to Play Down Coronavirus

•   NYT(Charles M. Blow): A Deadly Lack of Leadership

•   NYT(Ruchir Sharma): This Is How the Coronavirus Will Destroy the Economy

•   NYT(Thomas Rid): Can Russia Use the Coronavirus to Sow Discord Among Americans?

•   WP(Editorial Board): The Trump administration has been drawn into a renewed crisis in Iraq

•   WP(Dana Milbank): This crisis looks worse than 9/11 and the 2008 collapse. Will we finally fix our politics?

•   WP(Jennifer Rubin): After this debate, what possible rationale does Bernie Sanders have for staying in the race?

•   WP(Jennifer Rubin): Choosing Biden: Democrats know there is a crisis

•   WP(Jennifer Rubin): What will it take for Sanders to leave the race?

•   WP(Eugene Robinson): Life in the Time of Covid-19 is totally unprecedented

•   WP(Paul Waldman): What coronavirus and the looming recession tell us about government

•   WP(Karen Tumulty): Biden makes his debut as the Democrats’ presumptive nominee

•   WP(Josh Rogin): How China is planning to use the coronavirus crisis to its advantage

•   WP(Jared Diamond, Nathan Wolfe): How we can stop the next new virus

•   WP(Chris Christie): What Trump must do now to reduce the coronavirus risk

•   WP(Tim Morrison): No, the White House didn’t ‘dissolve’ its pandemic response office. I was there.

•   WP(Susan Athey, Dean Karlan): Some ways people can help soften the economic impact of the coronavirus, locally and globally

•   WP(Can Dundar): How Turkey lost Russia and the West

•   WP(Allie Funk, Isabel Linzer): How the coronavirus could trigger a backslide on freedom around the world

•   WP(Ignacio Escolar): Coronavirus in Spain: This is a message from the future

•   WP(Amy Klobuchar, Ron Wyden): Here’s how to guarantee coronavirus won’t disrupt our elections

•   WP(Marc Elias): The virus means we’ll be voting by mail. But that won’t be easy.

•   WP(Charles Lane): Amid coronavirus fear, economics can offer hope

•   Bloomberg(Mohamed A. El-Erian): The Fed’s Barrage Faces Some Obstacles to Success

•   Bloomberg(Daniel Moss): A Fed Decision Only Alan Greenspan Could Love

•   Bloomberg(Brian Chappatta): Fed’s 100-Basis-Point Shock Rate Cut Expects the Worst

•   Bloomberg(Shuli Ren): A Short-Selling Ban Makes Perfect Sense

•   Bloomberg(Liam Denning): Saudi Aramco Hosts an Unreal Earnings Call

•   Bloomberg(Liam Denning): Trump’s Energy Dominance Dream Submits to Reality

•   Bloomberg(John Authers): Close the Markets? Data and Psychology Say Maybe

•   Bloomberg(Robert Burgess): Market Optimists Aren't Fully Out of Their Minds

•   Bloomberg(Lionel Laurent): Europe Freezes Its Economy in Order to Fight the Coronavirus

•   Bloomberg(Jonathan Bernstein): Biden Did What He Had to Do

•   Bloomberg(Jonathan Bernstein): The U.S. Can Do Better at Coronavirus Messaging

•   Bloomberg(Alex Webb): Apple’s $1.2 Billion Conspiracy Fine Is Fair Enough

•   Bloomberg(Joe Nocera): Americans Forgot the Economy's Purpose — Until Coronavirus

•   Bloomberg(Gary Shilling): Globalists May Soon Become an Extinct Species

•   Bloomberg(Pankaj Mishra): Get Ready, A Bigger Disruption Is Coming

•   Bloomberg(Scott Duke Kominers): Keep Sanitizer Out of the Market's Invisible Hand

•   CNBC(Michael Ivanovitch): Central banks' policies could limit coronavirus' economic damage

•   CNN(Paul R. La Monica): Forget 2008, this stock market sell-off is 2001 all over again

•   CNN(Elizabeth Warren): We need a grassroots stimulus package

•   CNN(Nayyera Haq et al): Biden, Sanders bump elbows...and heads

•   CNN(Kent Sepkowitz): Why does South Korea have so few coronavirus deaths while Italy has so many

•   MarketWatch(Mark Hulbert): Stocks aren’t bargains yet, but a buying opportunity will come. Here’s how you’ll know it’s here

•   MarketWatch(Pierre Briançon): Eurozone finance chiefs fail to come up with a coronavirus plan — again

•   MarketWatch(Caroline Baum): Fed injects a big dose, but it’s got the wrong medicine for the coronavirus pandemic

•   MarketWatch(Peter Morici): 2020 election is about freedom, not equality

•   MarketWatch(Daron Gifford): U.S. factories are likely to close because of the coronavirus’ supply-chain shock

•   MarketWatch(Jonathan Clements): 5 things to do while you wait out the coronavirus — besides washing your hands

•   Fox Business(Harry Kazianis): Coronavirus calls for total economic war – Here's how Trump can wage it and win

•   Nikkei Asian Review(William Pesek): Rate cuts are not enough -- governments must ramp up spending now

•   Moscow Times(Andrey Movchan): War With OPEC Can’t End Well for Russia

•   Equipment World(Tom Jackson): The dawn of autonomous construction equipment is upon us

•   매경(노현): 정부, 두산重 살릴 길 왜 외면하나

•   파이낸셜뉴스(구본영): 과속 탈원전, 경제 '기저질환' 키운다

•   헤럴드경제(천예선): 탈원전 다음 청구서는 국민

•   에너지경제(전지성): 두중 사태, 에너지전환 속도조절 경고음