Business Intelligence Monitor 200327

(Introduction)

[Markets]

•   Global: Wall Street powers stocks higher on $2 trillion stimulus; dollar takes a hit

※   USD index falls the most since June 2016

※   Fed’s Powell says U.S. economy likely in recession

※   U.S. jobless claims spike to a record 3.3 million

※   Yen firms, EM currencies catch a break

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 등락끝 하락 1,700 붕괴…거래대금은 또 최대

•   한국: 코스피 반등 국면 접어드나… "패닉 벗어났지만 안심은 일러"

•   한국: “코로나 백신 개발 착수”…신라젠 상한가 치솟아

•   한국: MMF서 하루 4조 유출…기업 단기 자금줄 더 말랐다

•   Oil: Oil prices sink amid crippled demand

•   Metals: Copper slips as coronavirus hit to metals outweighs U.S. stimulus

•   Grains: Wheat retreats from 2-month peak as virus fallout assessed

[Indicators]

•   US Q4 GDP(final): US economy grew at 2.1% rate in fourth quarter

•   US Weekly Jobless claims: Record Rise in Jobless Claims Halts Historic Run of Employment Growth

•   US Weekly Mortgage rates: Mortgage rates fall sharply as the Federal Reserve brings stability to the mortgage market

•   France Mar. Business confidence index: French Business Mood Plunges by Record on Virus Shutdown

•   UK Feb. Retail sales: UK retail sales weak before coronavirus lockdown

•   한국 2월 석유소비: 2월 석유소비 5년래 최저수준.. 휘발유·경유 등 수송용 덜쓴 탓

•   한국 주간 아파트 가격(감정원): 코로나가 잠재운 풍선효과…수·용·성 상승세 꺾였다

•   한국 주간 아파트 가격(부동산114): [아파트 시황] 강남3구 하락세…중저가·非강남권 매수세

•   India Q1 Housing sales: Housing sales dip 42 % in Jan-Mar at 45,200 units amid Covid-19 concerns: Report

•   India Jan. Employment: Jan second-worst month for job creation in FY 20

•   Hong Kong Feb. Balance of trade: Hong Kong February Exports Unexpectedly Rise Despite Virus

•   Europe Feb. EV sales: The Last Positive EV Sales Numbers In Europe? February 2020

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Senate Approves Roughly $2 Trillion in Coronavirus Relief

•   WSJ: What’s in the $2 Trillion Senate Coronavirus Bill

•   WSJ: Trump Says Parts of U.S. Could Go Back to Work in a Few Weeks

•   WSJ: Banks Urged to Issue More Small-Dollar Loans in Response to Outbreak

•   WSJ: U.S., China Trade Blame for Virus, Hampering Global Economy Rescue

•   WSJ: U.S. Coronavirus Cases Reach 82,404, the Most in the World

•   WSJ: Spend Generously, Take Care of Workers: Coronavirus Stimulus Takes Lessons From TARP

•   WSJ: U.S. Charges Venezuela’s Maduro With Drug Trafficking

•   WSJ: G-20 Nations Pledge $5 Trillion to Spur Global Economic Recovery From Coronavirus

•   WSJ: Who’s Hiring Amid Coronavirus Layoffs

•   WSJ: Unemployment Benefits: What to Know About the Coronavirus Bill

•   WSJ: Relief Package Would Limit Coronavirus Damage, Not Restore Economy

•   WSJ: Trump Administration to Issue Guidelines for Classifying U.S. Counties by Coronavirus Risk

•   WSJ: Trump’s Popularity Ticks Up During Coronavirus Crisis

•   WSJ: Powell Says Economy May Be in Recession, Virus Will Dictate Timetable

•   WSJ: Europe Opts for Economic Freeze in Coronavirus Tradeoff

•   WSJ: Mnuchin Says U.S. Financial Markets to Remain Open

•   WSJ: U.S. to Take Stakes in Airlines in Exchange for Grants, Mnuchin Says

•   WSJ: A Q&A With Minneapolis Fed President Neel Kashkari

•   WSJ: Coronavirus Pandemic’s Global Economic Toll Mounts

•   WSJ: Newsletter: The American Jobs Machine Has Shut Down

•   WSJ: For Apple, Gauging iPhone Demand Gets Much Tougher

•   WSJ: How to Apply for Small Business Loans Under the Coronavirus Stimulus Bill

•   NYT: Europe Fumbled Coronavirus at First. Can It Manage the Pandemic Now?

•   NYT: Japan’s Virus Success Has Puzzled the World. Is Its Luck Running Out?

•   NYT: New Orleans Coronavirus: City Faces a Nightmare, and Mardi Gras May Be Why

•   NYT: How the Fed’s Magic Money Machine Will Turn $454 Billion Into $4 Trillion

•   NYT: Surging Traffic Is Slowing Down Our Internet

•   NYT: F.A.Q. on Stimulus Checks, Unemployment and the Coronavirus Bill

•   NYT: Europe’s Leaders Ditch Austerity and Fight Pandemic With Cash

•   NYT: Small Businesses Will Get Help Paying Workers, if They Can Wait

•   NYT: A Gusher of Oil and Fewer Places to Put It

•   WP: House leaders hope to expedite virus relief bill but GOP lawmaker may delay it

•   WP: Israel takes step toward emergency government as Gantz is elected parliament speaker

•   FT: Trump urged to use wartime powers over US companies

•   FT: European banks back suspension of dividends and buybacks

•   FT: Banks call for freeze on UK housing market

•   FT: Coronavirus ‘medicine’ could trigger social breakdown

•   FT: Fighting escalates in Libya as country braces for coronavirus

•   FT: How Asia has fought the economic fallout of coronavirus

•   FT: New Trump coronavirus push criticised by leading governor

•   FT: The red flare of distress

•   FT: Rishi Sunak unveils rescue package for self-employed workers

•   FT: How will Sunak’s support plan for the self-employed work? 

•   FT: Bank of England warns of ‘very sharp’ economic downturn

•   FT: ‘Squeezed middle’ companies worry over government support

•   FT: Coronavirus creates new role for US unemployment insurance

•   FT: More on that oil storage problem

•   FT: Catalonia clashes with Madrid over coronavirus lockdown

•   FT: The battle to keep supply chains rolling

•   FT: Ukraine seeks to unlock IMF aid with bank clean-up law

•   FT: Singapore unveils $34bn coronavirus relief package

•   FT: ECB shakes off limits on new €750bn bond buying plan

•   FT: Gig workers handed lifeline by White House stimulus plan

•   FT: Coronavirus crisis is make or break moment for EU

•   FT: From coronavirus crisis to sovereign debt crisis

•   FT: Coronavirus chaos lures Japanese back to stock market

•   FT: Europe takes economic nationalist turn

•   FT: How the Fed helped bond ETFs meet their biggest challenge

•   FT: How coronavirus is affecting pasta’s complex supply chain

•   FT: Ask us: How is coronavirus affecting banks, corporate finance and your money?

•   FT: WeWork left with $4.4bn after burning $1.4bn last quarter

•   FT: The global hunt for a coronavirus drug

•   FT: N Korea seeks outside help to raise virus testing

•   FT: Coronavirus could wipe out US bank profits, says S&P

•   Bloomberg: China Seals Borders to Most Foreigners Starting Saturday

•   Bloomberg: The Second Virus Shockwave Is Hitting China’s Factories Already

•   Bloomberg: Australia’s QE Program Shows ‘Signs of Success’ in First Week

•   Bloomberg: EU Leaders Struggle to Find Way Forward With Economy Tanking

•   Bloomberg: Federal Reserve’s Balance Sheet Tops $5 Trillion for First Time

•   Bloomberg: Citi, Morgan Stanley Join European Banks in Pausing Job Cuts

•   Bloomberg: Asia’s Debt-Fueled Boom Threatened By Corporate Credit Meltdown

•   Bloomberg: China’s Fresh Green Debt is Drying Up as Virus Batters Economy

•   Bloomberg: Wuhan Hedge Funds Show Traders in Lockdown Can Still Make Money

•   Bloomberg: How Much Do You Really Know About Coronavirus?

•   Bloomberg: China Coal-Plant Boom Spurs First Global Increase Since 2015

•   Bloomberg: Ten-Minute Coronavirus Test Moves Closer to Manufacturing

•   Bloomberg: Huawei Tests If Chinese Consumers Ready to Buy New Phones

•   Bloomberg: The Airlines Most in Danger of Going Under During the Crisis

•   Bloomberg: EU Leaders Struggle to Find Way Forward With Economy Tanking

•   Bloomberg: Fed to Launch Multitrillion Dollar Helicopter Credit Drop

•   Bloomberg: Why Pennsylvania Had Far More Jobless Claims Than Other States

•   Bloomberg: The Second Virus Shockwave Is Hitting China’s Factories Already

•   Bloomberg: Pandemic Risks Inflicting Longer-Term Damage on U.K. Economy

•   Bloomberg: How Coronavirus Has Upended Economics in Just a Few Weeks

•   Bloomberg: World Trade Hit by Virus Sees Worst Collapse in a Generation

•   Bloomberg: India’s Economic Data Releases to Face Disruption on Lockdown

•   Bloomberg: South Africa’s Economic Firepower: Now vs 2008 Crisis in Charts

•   Bloomberg: The Gold Market Is Being Tested Like Never Before

•   Bloomberg: ECB’s Pandemic Program Means Most Powerful Tool Stays in Reserve

•   Bloomberg: S&P, Moody’s Cut Credit Grades at Fastest Pace Since 2008 Crisis

•   Bloomberg: Boeing, Suppliers Near $60 Billion From U.S. Aid Package

•   Bloomberg: Oil Crash Dims Glimmer of Promise in Green Carbon Push

•   Bloomberg: Fathers of Carbon Market Say It’s Fine to Let Prices Slide

•   Bloomberg: Green Focus for EU Bailout Plan Now Seems More Likely

•   Reuters: Exclusive: U.S. nears rule-change to restrict Huawei's global chip supply - sources

•   Reuters: ANALYSIS-A falling yen may not be the economic cure Japan seeks

•   Reuters: Italian scientists investigate possible earlier emergence of coronavirus

•   Reuters: Glencore closes some operations in four countries over coronavirus curbs

•   Reuters: Argentina coronavirus cases top 500 with biggest daily rise

•   CNN: Global economy coronavirus bailout reaches $7 trillion and counting

•   CNN: UK lenders offer mortgage extensions as banks and customers grapple with coronavirus disruptions

•   CNN: Get ready for a coronavirus-delayed Super TuesdayPolitics

•   CNN: Why CEOs are giving up their salaries during the coronavirus crisis

•   CNN: The $2 trillion stimulus will slam the mortgage industry -- unless the Fed comes to the rescue

•   CNBC: Italy's new coronavirus cases declines for 4th day in a row

•   CNBC: Coronavirus: India announces stimulus package worth $22.5 billion

•   CNBC: Ford, Fiat Chrysler plan to restart production at auto plants in April

•   CNBC: Here's why stocks are rising on terrible news

•   CNBC: Coronavirus: GM temporarily cuts pay by 20% for 69,000 salaried workers

•   MarketWatch: These two factors may be driving the stock market’s double-digit gains this week, says JP Morgan strategist

•   MarketWatch: ‘Reopen America’ by Easter? This staggering chart shows why that could be ‘an error of epic proportions’

•   SCMP: How Europe's coronavirus lockdown nightmare compares to China

•   SCMP: Up to 10 per cent of recovered virus patients in Wuhan study test positive

•   SCMP: China slashes global flights to curtail imported cases of coronavirus

•   SCMP: China faces US dollar dilemma as Federal Reserve ramps up coronavirus easing

•   SCMP: Pounded by coronavirus, Chinese firms now face US dollar shortage

•   SCMP: China’s developers accelerate sales to shore up cash amid pandemic

•   매경(P1): 두산重에 1조원 `긴급 수혈`…산은·수은 오늘 대출약정

•   매경: 두산重 회사채 줄줄이 만기…긴급대출로 숨통

•   헤럴드경제: [단독] 두산重 “1조 빌렸다” 공시에… 산은·수은 “그런 적 없다” 반박

•   팍스넷뉴스: 산업·수출입銀 “두산重, 자구안도 없이 대출 공시” 분통

•   한겨레: 두산중공업 ‘산은·수은 1조원 대출’ 공시 논란

•   매경(P1): 한국판 양적완화…韓銀, 무제한 RP 매입

※   한국은행: [보도자료] 한국은행, 전액공급방식의 유동성 지원제도 도입 등 금융안정방안 실시

•   매경: 돈맥경화 조짐에…韓銀, 금융권 달라는 대로 돈 푼다

•   매경: "매입금리 0.85%는 너무 높아…중앙은행이 이럴수 있나"

•   매경: 황교안 40조 `코로나 국민채` 제안, 文대통령 "검토해 보겠다"는데…

•   매경: 여행 자제하라더니…丁총리 "청년 복수여권·교통비 할인" 역주행

•   매경: `적자 늪` 한전, 공대설립에 4천억 지출

•   매경: 불황의 그늘…퇴직연금 이달들어 1조 빠졌다

•   매경: 올림픽 특수까지 사라져…TV업계 수요위축 고민

•   매경: "법인세 인하, 경제활력 위한 것…기업이 혜택 보려는것 아니다"

•   매경: 0.3초에 마스크 쓴 얼굴 판별·체온측정…AI 안면인식 진화

•   매경: 꽁꽁 얼어붙은 M&A시장…1분기 거래규모 3兆 `역대최저`

•   매경: 요즘 주식 안하는 사람 있나요…증권계좌 신규개설 폭증

•   매경: 무디스, 현대·기아차 신용등급 하향 검토

•   매경: 주가폭락 한전…유가 급락 덕볼까

•   매경: 갭투자의 역습…급매 잇따라 강남집값 하락

•   매경: [톡톡! 부동산] 코로나에 시공사 계약도 줄줄이 연기

•   매경: 작년 도시개발구역 지정 9년만에 최대

•   한경(P1): 가계도 기업도 "달러 사자"…'환율 오르면 판다'는 공식도 깨져

•   한경(P1): 현대車 이달 채용 재개…삼성·LG도 내달 뽑기로

•   한경: Fed식 화끈한 돈풀기…韓銀이 주저하는 이유

•   한경: 한은, RP 거래 금융사에 증권사 11곳 추가…업계 "가뭄에 단비"

•   한경: 삼성·LG "공장 셧다운 막아라"…中·베트남 설득해 수백명 급파

•   한경: 中企 42% "코로나發 경영난, 앞으로 3개월도 못 버틴다"

•   한경: 정부, 외화 규제 풀어 기업에 달러 수혈한다

•   한경: 당·정 "재난수당, 소득 하위 70~80%에 지급 검토"

•   한경: "주52시간 고집할 때 아냐…특별연장근로 대폭 완화해야"

•   한경: 産銀, 코로나 피해기업에 5조 지원

•   한경: 마이크론 '깜짝실적'…한숨 돌린 삼성전자·SK하이닉스

•   한경: 코로나19 이후 산업지형 변화 어떻게?…"답은 미국주식에 있다"

•   한경: "저유가發 건설 충격 적을 듯…해외플랜트·중동 비중 낮아져"

•   서경(P1): 코로나發 '돈맥경화'···부동산 PF도 멈췄다

•   서경: 'PF큰손' 증권사 속속 발빼...신규사업 멈추고 리스크 관리 올인

•   서경: 코로나피해 본격화하기도 전에 ...자영업자 14만5,000명 줄었다

•   서경: '비적정' 의견 벌써 30곳...감사대란 현실화

•   서경: 코로나19 후폭풍에 노사정 살얼음판

•   조선: 신한울 중단에 2조5000억 날린 두산重… 그것이 결정타였다

•   조선: 탈원전 판도라 누가 열었나

•   조선: 두산重 협력업체 325곳서 219곳으로 줄어… 한전·한수원도 대규모 적자

•   조선: "코로나로 세계가 文 찾아" 靑자화자찬 사실일까?

•   조선비즈: 탈원전에 망가진 한전, 코로나發 공장 셧다운에 전력 판매 줄어 '울상'

•   조선비즈: 삼성 '갤럭시Z 플립 톰브라운 에디션' 2차 판매도 3분만에 완판

•   인베스트조선: 두산중공업, 두산건설 매각 검토…투자안내서 배포

•   중앙: 10대그룹 신사업 올스톱 “생산 생태계 지켜라”

•   동아: 손경식 “코로나 국면, 특별연장근로 필요”

•   동아: 과학계 ‘코로나 해결책’ 왜 더딜까

•   동아: 길 끊긴 실리콘밸리… 발 묶인 신기술 프로젝트

•   동아: SKC, 반도체 핵심 ‘블랭크 마스크’ 국산화 박차

•   문화(P1): 경주 식당發 20명 확진… 코로나 ‘외식감염’ 비상

•   문화: 종로·명동 상인들 “매출 20분의 1토막… 아등바등 버텨”

•   문화: 항공·유통은 ‘구조조정’… 배송·방역은 ‘고용확대’

•   한국(P1): “내 차례는 언제쯤...” 마스크만큼 숨막히는 대출 대란

•   세계(P1): 이젠 ‘검역 전쟁’… 자가격리 위반 땐 무관용

•   한겨레: 그린피스 “작년 세계 석탄발전 가동률 사상 최저…한국은 역주행”

※   Global Energy Monitor: Boom and Bust 2020

•   머니투데이(P1): 조원태 '100일 남매전쟁' 이겨도 '진짜 싸움' 남았다

•   헤럴드경제(P1): 다 된 해외수주, 하늘길 막혀 놓칠판

•   헤럴드경제: 해외건설 입찰 연기 속출…‘300억弗 수주 목표’ 가물가물

•   헤럴드경제: 1인당 국민소득, 다시 2만달러대로 회귀하나

•   헤럴드경제: 지자체들 ‘재난기본소득’ 잇단 지급결정…후발주자 정부 ‘난감’

•   파이낸셜뉴스(P1): 건설·정유 긴급대출 줄섰다

•   파이낸셜뉴스: "韓 올해 0.1% 성장… 美·유로존·日 등 역성장할 것"

•   파이낸셜뉴스: 부동산업계 '코로나 쇼크' 심각..분양대행업체 등 '줄도산' 위기 [코로나19 위기의 기업들]

•   파이낸셜뉴스: [단독]구광모의 '디지털 전환' 속도내는 LG… DX 인력 대거 채용

•   디지털타임스(P1): 전문가 90% "국민연금, 경영개입 반대"

•   연합: "'화재위험 없는' 고체리튬전지용 고효율 고체전해질 개발"

•   이투데이: 중국 굴착기 시장, 1개월 만에 90% 회복…현대ㆍ두산 "돌격 앞으로!"

•   더벨: 두산건설, 이사회 축소…최종원 교수 사외이사 퇴임

•   CEO스코어데일리: 발전 6개사, 신재생 발전량 4년새 7.6배↑…중부발전 증가율 '톱'

•   reNews: COVID-19: Siemens Gamesa shuts factories in India

•   reNews: UK renewables bask in record 2019

•   reNews: Wind 'to add 77GW every year this decade'

※   Wood Mackenzie: How The Coronavirus Crisis Is Driving Global Wind Market Downgrade

•   Windpower Monthly: How SGRE is winning the offshore OEM war

•   에너지경제: [에너지전환 3주년-④] 한수원, 원자력·수력·신재생 등 종합에너지기업으로 도약

•   KHL: Caterpillar responds to crisis

•   Equipment Journal: Construction equipment dealers to contractors amid coronavirus: "We're open."

•   Industrial Vehicle Technology: Doosan crawler excavators land award double

•   Industrial Vehicle Technology: JCB suspends production until late April but pledges staff pay

•   Industrial Vehicle Technology: Hyundai launches new A-series excavator

•   건설경제: 작년 공공부문 건설공사계약액 19% 상승

•   건설경제: 통합당, 총선공약 발표...핵심은 ‘부동산’

•   OilPrice.com: Coronavirus Lockdown Forces India To Halt LNG Imports

•   OilPrice.com: China Is Stockpiling This Ultra-Cheap Oil Blend

•   OilPrice.com: Can The U.S. Convince Saudi Arabia To End The Oil War?

•   OilPrice.com: Major Credit Agency Cuts Russia’s Economic Forecast As The Oil Price War Rages

•   MINING.com: Worldwide mining disruptions

•   CNET: Huawei P40 Pro Plus, P40 Pro and P40 specs vs. P30 Pro and Mate 30 Pro: What's new and what's different?

•   CNET: Huawei P40 Pro specs vs. iPhone 11 Pro vs. Galaxy S20 Ultra vs. Pixel 4 XL

•   CNET: Huawei P40 Pro and Pro Plus challenge Samsung's camera supremacy

•   전자신문: "데이터센터부터 에지까지"…모든 5G 인프라에 '인텔 인사이드'

•   ZDNet Korea: 삼성·LGD, 애플 신제품 출시 연기 소식에 긴장

•   Phone Arena: Huawei says China has recovered enough to buy new 5G flagship phones

•   Phone Arena: Here’s how much of an impact 5G has on battery life

•   Phone Arena: Initial impact of coronavirus on the smartphone industry is clear but there’s more to come

•   Phone Arena: Analyst explains why he sees no delay for the 5G Apple iPhone launch this fall

•   Hannover Messe News: No HANNOVER MESSE in 2020

•   Robot Report: Draganfly to integrate health diagnosis tech into specialized drones

•   Robot Report: Autonomous vehicles could be crucial in responding to future pandemics

•   로봇신문: 구글, AI반도체 설계하는 AI 고안

•   헬로티: 드론, 다양한 산업 현장 곳곳에서 존재감 나타내

•   물류신문: Part3. 코로나19 직격탄, 휘청 거리는 물류산업

•   물류신문: Part4. 코로나19, 기존 공급망 관리 체계를 흔들다

•   물류신문: Part5. 글로벌 공급망 붕괴, 위기 속에서 기회를 찾다

•   물류신문: Part7. 코로나19 확산 따라 맨 살 보인 산업현장, ‘SCM’ 통해 해법 제시

•   Nikkei Asian Review: Abenomics recovery stopped in tracks by coronavirus

•   Nikkei Asian Review: Shutdowns ripple across supply chains in coronavirus domino effect

•   Mainichi: Japan economy in 'severe situation' as virus impact causes downgrade

•   Mainichi: Toyota suspends production in South Africa amid coronavirus spread

•   Japan Times: Japan tourism industry sees stormy year ahead as Tokyo Olympics delayed

•   Japan Times: Tokyo shoppers rush out after governor’s call to stay in to curb virus

•   Japan Times: Japan may dish out cash to households impacted by coronavirus

•   Japan Times: Japan Display bailout plan gets shareholder approval

•   Economic Times: Covid-19 challenge: India works on 3-month plan, to stagger dole

•   Economic Times: india's gdp forecast: India’s real GDP growth will fall to 1.5-2% in FY21 due to lockdown: Kaushik Das

•   Economic Times: india news: Coronavirus to impact India's economic growth "severely": D&B

•   Economic Times: India Lockdown Brokers: How lockdown created absurdities in Indian securities markets

•   Business Standard: CRISIL cuts India's FY21 growth forecast to 3.5% amid coronavirus outbreak

•   Business Standard: Coronavirus lockdown: Govt may extend window to reconcile expense receipts

•   Business Standard: Relief package for coronavirus lockdown may not reach all poor: Experts

•   Business Standard: Coronavirus impact: GDP likely to fall to a three-decade low, say analysts

•   Moscow Times: Russia’s State Banks to Offer Interest-Free Salary Loans

•   Moscow Times: ‘The Government Doesn’t Believe in Small Businesses. The Feeling’s Mutual’: Russia’s Entrepreneurs Scramble For a Lifeline

•   Jakarta Post: Bank Indonesia ensures sufficient liquidity, sees signs of decline in capital outflows

•   Jakarta Post: Indef projects growth down to 3.6%, urges health spending to tackle COVID-19

•   Jakarta Post: Major restaurants temporarily close as COVID-19 outbreak worsens

•   Jakarta Post: Port container traffic at Tanjung Priok to improve after 5.13 percent decline: IPC

•   Jakarta Post: Indonesia to issue bonds to rescue businesses affected by COVID-19

•   Jakarta Post: PLN projects lower electricity consumption over coronavirus

•   Jakarta Post: Indonesia raises spending for COVID-19 as G20 pledges coordinated response

•   Jakarta Post: Indonesia may raise budget deficit cap to finance COVID-19 fight

•   Jakarta Post: In COVID-19 response, can Jokowi avoid military ‘star wars’?

•   Viet Nam News: Vietnamese currency more stable than other regional peers

•   Viet Nam News: How COVID-19 affects Vietnamese consumers’ FMCG spend and purchase behaviours

•   Viet Nam News: Ministry targets no drop in exports this year despite COVID-19

•   Myanmar Times: China provides $6.7m for 22 projects in Myanmar

•   Myanmar Times: Myanmar govt considering renewables: energy minister

[Opinions]

•   Project Syndicate(Mohamed A. El-Erian): The Race Between Economics and COVID-19

•   Project Syndicate(John B. Taylor): Toward a Coherent Economic Strategy for COVID-19

•   Project Syndicate(Minxin Pei): China’s Misplaced Pandemic Propaganda

•   Project Syndicate(J. Bradford DeLong): The Trump Administration’s Epic COVID-19 Failure

•   Project Syndicate(Christopher R. Hill): America’s Ideological Infection

•   Project Syndicate(Tim Dixon, Mathieu Lefèvre): The “Invisibles” in the Pandemic

•   FT(Philip Stephens): How coronavirus is remaking democratic politics

•   FT(Gillian Tett): Why the Fed turned again to BlackRock for help

•   FT(Edward Luce): The wrong kind of American exceptionalism

•   FT(David Gardner): Middle East may face an explosion of refugee Covid-19 cases

•   FT(Daniela Gabor): What central banks giveth they taketh away with margin calls

•   FT(Wenxin Du): What makes this global dollar crunch different?

•   FT(Benjamin Parkin): Coronavirus threatens Indian banks’ nascent recovery

•   FT(Lex): Apple: 5G-shock

•   WSJ(Joseph C. Sternberg): What Do We Want From Our Experts, Anyway?

•   NYT(David Leonhardt): How Long Will This Last?

•   NYT(Ross Douthat, Michelle Goldberg, David Leonhardt): What’s The Best Fix For a Recession?

•   NYT(Jenni Russell): Boris Johnson Is Not Cut Out for This Crisis

•   NYT(Pragya Tiwari): After the Lockdown, Fear and Chaos in India

•   WP(Editorial Board): Trump is spreading false hope for a virus cure — and that’s not the only damage

•   WP(Editorial Board): Rich nations must help coronavirus disaster zones. It’s crucial to ending the pandemic.

•   WP(David Ignatius): Who can lead a post-coronavirus America?

•   WP(Henry Olsen): The coronavirus is hurting millions of people. But there’s one person who could benefit.

•   WP(Dana Milbank): As Trump tweets and taunts, America’s true leaders take over

•   WP(Jennifer Rubin): When the president is the problem

•   WP(Jennifer Rubin): Congress must go bigger

•   WP(Eugene Robinson): How are we going to have an election in November?

•   WP(Paul Waldman): How Republicans will blame this recession on Democrats and the unemployed

•   WP(Marc A. Thiessen): Trump understands what his critics don’t: The current lockdown is unsustainable

•   WP(Greg Sargent): There’s a big victory buried in the $2 trillion rescue bill

•   WP(Greg Sargent): Trump’s effort to bury the truth about his coronavirus fiasco is failing

•   WP(Megan McArdle): Yes, we need people to stop working. But we don’t need them to become unemployed.

•   WP(Fareed Zakaria): The U.S. is still exceptional — but now for its incompetence

•   WP(Ronald A. Klain): We must plan now for how to get back to business later

•   WP(Michael McFaul): It’s imperative for the U.S. and China to work together on the coronavirus pandemic

•   WP(Robert Kagan): We're a nation all too ripe for another shock

•   WP(Barkha Dutt): As India goes into lockdown, fear spreads: ‘Poverty may kill us first’

•   WP(Danielle Allen): A better way to defeat the virus and restore the economy

•   Bloomberg(Noah Smith): The Big Problem With the Stimulus Is It’s Too Small

•   Bloomberg(Tim Duy): What More Could the Fed Possibly Do? A Lot

•   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): We Can't Dismiss This Rebound as a Reflex Action

•   Bloomberg(Marcus Ashworth): Spain Sells $11 Billion of Debt, No Problem at All

•   Bloomberg(Robert Burgess): We’re Now In a Bull Market? Thank the Dollar

•   Bloomberg(Nisha Gopalan, Andy Mukherjee): The Dollar Crunch Is Europe’s Gift to Asia

•   Bloomberg(Chris Bryant): The World's Airports Are Fast Becoming Ghost Towns

•   Bloomberg(Clara Ferreira Marques): Why Our Leaders Fail to Learn Pandemic Lessons

•   Bloomberg(Ferdinando Giugliano): Euro-Zone Rescue Talks Are Irrelevant

•   Bloomberg(Cass R. Sunstein): This Time the Numbers Show We Can’t Be Too Careful

•   Bloomberg(Francis Wilkinson): The Coronavirus Isn’t Trump’s Katrina. It’s His Vietnam.

•   Bloomberg(Joe Nocera): Why the U.S. Still Can’t Do Enough Coronavirus Testing

•   Bloomberg(Mary Duenwald): Rural America Isn’t Safe from Covid-19

•   Bloomberg(Liz Farmer): States Need Coronavirus Relief for Pensions and Health Care

•   CNBC(Bob Pisani): Wall Street traders adapt to working from home as business booms

•   CNN(Marcelo Gleiser): Covid-19 will change us as a species

•   CNN(Scott Jennings): A lot of Americans like Trump's handling of crisis

•   CNN(Tim Breene): Stimulus checks won't go to these taxpayers. That's unjust

•   MarketWatch(Mark Hulbert): That coronavirus stimulus deal? Don’t exaggerate the effect of the 2008 bailouts on the stock market

•   MarketWatch(Michael J. Hicks): An economist’s message to politicians: Almost nothing we can do to prop up the economy is too bold

•   조선(사설): 세계 최고 원전 기업이 쓰러지기 직전이라니