Business Intelligence Monitor 200330

(Introduction)

[Markets]

•   Global: Stocks down on virus' economic toll; dollar falls further

※   USD on track for largest weekly loss since 2009

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 1.9% 상승 마감…하루 만에 1,700선 회복

•   한국: '1조 수혈' 두산重, 저점서 65% 반등

•   한국: 바이오株 '코로나發 대격변'

•   한국: 미국이 달러 쏟아내자 환율 '뚝'

•   India: RBI's bazooka to tackle coronavirus impact gets muted response from markets

•   Oil: Oil Plummets to 17-Year Low as Broken Market Drowns in Crude

•   Metals: Copper steadies near 4-year lows as supply shutdowns mount

•   Grains: Wheat firm on Russia export quota plan; corn lower

[Indicators]

•   US Q1 GDP Nowcast: Mar 27, 2020: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: GDPNow - Federal Reserve Bank of Atlanta

•   Germany Mar. Ifo Employment Barometer: German labour market freezes, adding to Europe jobless worries

•   China Feb. Industrial profit: Coronavirus: China’s industrial firms’ profits plummeted almost 40 per cent at start of 2020

•   한국 3월 소비자동향조사: 코로나에 꽉 닫힌 지갑…3월 소비심리 `금융위기급`

•   한국 주간 KB 주택시장동향: 서울 아파트 매수 문의 급감.. 강남3구 상승률은 ‘마이너스’ [코로나19 경제 직격탄]

•   India Benchmark rates: RBI policy meet: RBI joins coronavirus fight with big-bang rate move, EMIs put on hold

※   RBI: Seventh Bi-monthly Monetary Policy Statement, 2019-20 Resolution of the Monetary Policy Committee (MPC) Reserve Bank of India

※   Economic Times: Expert Take: RBI not done, likely to cut rate by at least 50 bps more: Experts

※   Economic Times: What 3 month moratorium on repayment of term loans means for borrowers

•   India Mar. Foreign reserves: Forex reserve: Covid effect: Biggest weekly fall in forex reserve since 2008

•   Vietnam Q1 GDP: Việt Nam’s GDP hits 10-year low in the first quarter

•   Canada Benchmark rates: Bank of Canada cuts key rate to 0.25% as virus, oil fallout deepens

•   Turkey Feb. Foreign reserves: Turkey’s borrowing masks ‘significant’ decline in forex reserves

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Trump Signs $2 Trillion Coronavirus Stimulus Bill After Swift Passage by House

•   WSJ: Trump Orders General Motors to Make Ventilators

•   WSJ: Five Lives. Five Countries. Five Weeks. How Coronavirus Swept the Globe.

•   WSJ: How the Coronavirus Attacks Your Body

•   WSJ: Coronavirus Sparks a Global Gold Rush

•   WSJ: Pandemic Compels a Historic Labor Shift

•   WSJ: Customer Calls to Companies Rise Amid Coronavirus, but Operators Aren’t Standing By

•   WSJ: After Three Stimulus Packages, Congress Already Prepping No. 4

•   WSJ: Mnuchin Vows Transparency in Massive Coronavirus Aid Plan

•   WSJ: Washington Rearms Fed After Central Bank Unleashes Firepower

•   WSJ: The Class of 2020 Was Headed Into a Hot Job Market, Until Now

•   WSJ: This Trade Has Returned 633% in 2020—but Buyer Beware

•   WSJ: Virus Could Overwhelm the Social Safety Net

•   WSJ: March Jobs Report Unlikely to Show Full Impact of the Coronavirus Crisis

•   WSJ: After Coronavirus, We Will Have to Reckon With the Debt

•   WSJ: Economic-Stimulus Checks Differ From Past Interventions

•   WSJ: Economy Week Ahead: First Glimpse of Pandemic’s Effect on U.S. Payrolls

•   WSJ: Coronavirus Measures Could Cut Economic Activity by a Quarter, Report Says

※   OECD: OECD updates G20 summit on outlook for global economy

•   WSJ: Fed Considering Additional Support for State, Local Government Finance

•   WSJ: Regulators Adjust U.S. Bank Capital Requirements to Encourage Lending

•   WSJ: Mnuchin Expects Strong Economic Rebound After Coronavirus Shutdowns End

•   WSJ: Pennsylvania, With Most Jobless Claims in U.S., Could Foretell High Numbers Elsewhere

•   WSJ: Newsletter: ‘We May Well Be in a Recession’

•   NYT: Trump Says He Will Label Regions by Risk of Coronavirus Threat

•   NYT: ‘We Take the Dead From Morning Till Night’

•   NYT: The Lost Month: How a Failure to Test Blinded the U.S. to Covid-19

•   NYT: Trump Says a Quarantine ‘Will Not Be Necessary’

•   NYT: The Race for Virus Money Is On. Lobbyists Are Standing By.

•   NYT: Is the U.S. Headed Toward a Short British-Style Election?

•   NYT: Crisis in The Sahel Becoming France’s Forever War

•   NYT: The U.S. Tried to Build a New Fleet of Ventilators. The Mission Failed.

•   NYT: April Bills Loom. The Economy Hangs on How Many Are Left Unpaid.

•   NYT: The Nordic Way to Economic Rescue

•   NYT: China Pushes to Churn Out Coronavirus Gear, Yet Struggles to Police It

•   NYT: China Created a Fail-Safe System to Track Contagions. It Failed.

•   WP: In India, the world’s biggest lockdown has forced migrants to walk hundreds of miles home

•   WP: Treasury Secretary Mnuchin is at center of Trump’s $2 trillion coronavirus economic rescue plan

•   WP: As U.S. coronavirus death toll surpasses 2,000, CDC issues travel advisory for hard-hit New York tri-state region

•   WP: The coronavirus crisis is exposing how the economy was not strong as it seemed

•   WP: Inside the risky push Trump is taking to reopen the country amid the coronavirus crisis

•   WP: Coronavirus isolation brings grave new hardships for the world’s poor

•   WP: Post-ABC poll shows Trump and Biden in a competitive race for the White House

•   FT: ECB orders banks to freeze dividends and share buybacks

•   FT: China and Huawei propose reinvention of the internet

•   FT: Boris Johnson tests positive for coronavirus

•   FT: Critics round on Spain’s response after record death toll

•   FT: Wall Street flees coronavirus and glimpses its mortality

•   FT: EU leaders at odds over coronavirus debt burden

•   FT: Hidden infections challenge China’s claim coronavirus is under control

•   FT: Drug gangs in Brazil’s favelas enforce coronavirus lockdown

•   FT: Farmers warn over food supply with harvest workers shut out

•   FT: Donald Trump’s chaotic coronavirus crisis

•   FT: VW hit by €2bn-a-week cash drain

•   FT: VW still aiming for ID.3 electric car rollout by August

•   FT: How business fared in its coronavirus quarter

•   FT: How do you buy a house when you cannot leave home?

•   FT: Markets draw comfort from ‘maximum’ central bank stimulus

•   FT: Big companies raise record sums from bond market in dash for cash

•   FT: Officials warn Africa is at ‘break the glass’ moment

•   FT: Normal UK life may not return for 6 months

•   FT: EU backs bank rule delay to spur crisis lending 

•   FT: Top health official warns of more than 100,000 US virus deaths

•   FT: Poland opposition leader calls on voters to boycott election

•   FT: Countries reject China pandemic product batches

•   FT: Spain resists pressure from employers over economic ‘hibernation’

•   FT: US legal battle looms over coronavirus insurance payouts

•   FT: South Africa uses water cannon and rubber bullets to enforce lockdown

•   FT: Fitch downgrades UK debt citing coronavirus impact

•   FT: Bond investors sanguine over UK’s credit-rating downgrade by Fitch

•   FT: German businesses race to secure coronavirus crisis aid

•   FT: Health official says UK can keep coronavirus deaths below 20,000

•   FT: Oil bust and pandemic strike double blow for Texas 

•   FT: Global petrol demand to plunge as US stops driving

•   FT: How business fared in its coronavirus quarter

•   FT: Japan risks second wave of coronavirus

•   FT: The ventilator challenge will test ingenuity to the limit

•   FT: How UK companies can access state Covid-19 bailout funds

•   FT: How many more US jobs will be lost as coronavirus spreads?   

•   FT: Venezuela faces threat of coronavirus catastrophe

•   FT: Venezuela hails continued Russian support despite Rosneft exit

•   FT: Donald Trump’s chaotic coronavirus crisis

•   FT: Migration: tales of brutality along Europe’s borders

•   Bloomberg: Trump Says He’s Extending Virus Distancing Guidance to April 30

•   Bloomberg: India Orders States to Quarantine Laborers As Infections Rise

•   Bloomberg: Indonesia Prepares to Lock Down 30 Million People to Curb Virus

•   Bloomberg: Moscow Orders Residents to Stay Home as Coronavirus Spreads

•   Bloomberg: A Global Consumer Default Wave Is Just Getting Started in China

•   Bloomberg: China’s Corporate Deleveraging Campaign May Be Set Back by Years

•   Bloomberg: Doctors Say It’s Only a Matter of Time Before Virus Sweeps India

•   Bloomberg: ‘Jobs for Life’ in South Korea and Japan to Cushion Virus Blow

•   Bloomberg: Professor Sees Climate Mayhem Lurking Behind Covid-19 Outbreak

•   Bloomberg: Green Fuel Plants Are Shutting Down and Some May Never Come Back

•   Bloomberg: Virus Exposes Gig Economy ‘Exploitation’ ESG Investors Ignored

•   Bloomberg: The Fed Brings the Global Financial System Back From the Abyss

•   Bloomberg: The Sky’s the Limit for Stimulus in Canada’s Bid to Salvage Economy

•   Bloomberg: G-20 $1.4 Trillion Lost Income Hole Is Plugged But Job Not Done

•   Bloomberg: Virus Crisis Spurs Debate Over Which Social Model Is Best

•   Bloomberg: Frozen U.K. Home Market Leaves Buyers Wondering Where to Go

•   Bloomberg: How Supply Chains Jumped From Business School and Into Our Lives

•   Bloomberg: EU Loosens Subsidy Rules for Exporters to Allow More State Help

•   Bloomberg: The Global Oil Market Is Broken, Drowning in Crude Nobody Needs

•   Bloomberg: Coronavirus News: Fed Brings Financial System Back From Abyss

•   Bloomberg: Oil Tankers Fill at Record Pace as Glut Overwhelms Storage

•   Bloomberg: South Africa Sees Moody’s Junk Rating as Cue to Fix Economy

•   Bloomberg: Fed’s Kaplan and Bostic See Chance for Solid Post-Crisis Rebound

•   Bloomberg: Coronavirus News Japan: Stimulus for Economy, Abe Says

•   Reuters: Germany will not ease shutdown until at least April 20: paper

•   Reuters: Brazil's Bolsonaro says coronavirus deadly, but hunger also kills

•   Reuters: Brazil's Bolsonaro questions coronavirus deaths, says 'sorry, some will die'

•   Reuters: India needs at least 38 million masks to fight coronavirus: agency document

•   Reuters: Oil-rich wealth funds seen shedding upto $225 billion in stocks

•   Reuters: Bolivia's largest mine suspends operations as virus controls tighten

•   Reuters: Russia to close borders starting on March 30

•   Reuters: Apple's factories are running, but suppliers wary about iPhone demand

•   CNN: Stocks week ahead: Economists and investors are flying blind through a pandemic

•   CNN: $50 billion airline bailout won't be enough by itself to save US industry

•   CNN: Boeing will seek federal help -- but won't give taxpayers a stake

•   CNN: The EU can't agree on how to help Italy and Spain pay for coronavirus relief

•   CNN: Automakers are racing to make ventilators. But it's not that easy

•   CNBC: The US economy has come to a standstill, satellite imagery shows

•   CNBC: Trump says US-China 'working closely' in fight against the coronavirus

•   CNBC: Market rallies will fail until there’s an effective way to fight the coronavirus, investor Jeff Mills warns

•   CNBC: WHO officials enroll first patients from Norway and Spain in ‘historic’ coronavirus drug trial

•   CNBC: What could be ‘shocker’ economic reports may test stocks in week ahead

•   CNBC: America’s department stores can make it as much as 8 months with closed stores before liquidity troubles mount, analyst says

•   MarketWatch: The U.S. is sinking into recession, but the full scope of the damage won’t be visible right away

•   MarketWatch: This crushing double blow for the oil sector could force a wave of consolidation, say analysts

•   MarketWatch: White House vows to start doling out emergency loans to small businesses this week

•   SCMP: Coronavirus may have been spreading in humans for decades, study says

•   SCMP: Testing, testing 1, 2, 3 (billion): China targets virus diagnostic market

•   SCMP: Chinese banks brace for bad debt blowout as coronavirus pandemic piles weight on to struggling, debt-ridden businesses

•   SCMP: Chinese biotechs, flushed with funds and armed with ideas, join the race to find a coronavirus cure as pandemic ravages the world

•   SCMP: Coronavirus: China to raise fiscal deficit ratio after G20 pledges US$5 trillion economic rescue package

•   SCMP: Coronavirus: China small business confidence edges up, but still weak as pandemic impact lingers

•   SCMP: Developers Country Garden, Sunac China warn construction, sales may be disrupted as Covid-19 subdues business activity

•   SCMP: Coronavirus: China’s small businesses increasingly desperate to raise cash to stay afloat

•   Global Times: Scientists worldwide search for coronavirus origin

•   매경(P1): 코스닥 감사선임 41%가 부결 쇼크

•   매경(P1): 조원태 한진 경영권 지켰다…사내이사 선임안 주총 통과

•   매경: 정부 "1000만가구에 100만원" 여당 "2500만명에 100만원"

•   매경: "세계경제 심장이 멈췄다"…삼성·현대차·LG 美공장 스톱

•   매경: 산업은행·기업은행 30일부터 CP매입

•   매경: 대구·경북 완치율 50% 넘어…집단 발병은 여전

•   매경: "나도 동학개미"…총수들 주가급락때 지분 늘려

•   매경: 코로나로 밀린 분양…2분기 11만가구 쏟아져

•   매경(P1): 알바자리 30% 증발…청년부터 잘린다

•   매경: "보름뒤 문 다시 연다던 사장님 연락없어…난 사실상 해고"

•   매경: 2월 알바늘린 배달업마저…고용한파 시작됐다

•   매경: 2주째 문닫아도, 고용지원금 못받는다니…

•   매경(P1): "1000명 또 해고한대요"…떨고 있는 실리콘밸리

•   매경(P1): `긴급 지원금` 대상자, 3600만명 확대 검토

•   매경: 文, 명칭도 신중…"생계지원금이 적당"

•   매경: 기재부 "이러다 국채 안팔릴라"…재원 조달 `비상등`

•   매경: 총선 의식한 與 "1400만 가구에 10조원 지급" 밀어붙여

•   매경: 공시가>실거래가 첫 역전…서초 트라움 40억원 거래

•   매경: 주민증 없이 국내선 타고 은행서류도 앱 제출…디지털신분증 뜬다

•   매경: 문닫은 노인 일자리사업…64만명 중 53만명 `강제 휴직`

•   매경: 인구대책도 자원계획도…코로나에 행정 마비

•   매경: 이동걸 "두산重 정상화 실패땐 대주주에 책임"

•   매경: 쌀값 3배 오를때…강남 집값 84배 뛰었다

•   매경: 韓美통화스왑 120억달러…31일 은행에 먼저 푼다

•   매경: 韓기업 코로나 극복 위해 해외기지로 엔지니어 급파

•   매경: 금융위기보다 거센 외국인 매도…"더 팔수도"

•   매경: `종이호랑이` 신세된 국민연금…올 주총 반대안건 모조리 통과

•   한경(P1): 코로나 피난…강원도로 몰리는 '언택트 힐링'

•   한경: '금리 절벽'…은행 간판 정기예금도 年 0%대로

•   한경: 中 기습봉쇄에 엔지니어 파견 막혀…韓기업 "또 공장 멈춰야 하나"

•   한경: "中까지 빗장 거는데, 왜 우리만 안 막나"…해외유입 확진자 늘어도 꿈쩍않는 정부

•   한경: 온라인서 굴착기 팔고, 신차 발표는 스트리밍으로…비대면이 답

•   한경: 금감원, 신용등급 강등 후보 전수조사…우선지원 기업 추려낸다

•   한경: 與, 공무원 '코로나 면책 조항' 법에 담는다

•   한경: 금리 年9%대 비우량 회사채 쏟아져…개미들 '베팅'

•   한경: "증시 아직 불안정…채권 싸게 담을 기회"

•   한경: [팩트 체크] 취약층에만 '코로나 수당' 주면 행정비용 많이 든다는데…

•   한경(P1): 주식 매수 대기자금 45조원…개미들 '코로나發 쩐의 전쟁'

•   한경: 맛집 줄서고, 마트·복합쇼핑몰 '북적'…사람들이 다시 움직인다

•   한경: "쇼핑해도 손 씻고 마스크 쓰면 괜찮아"

•   한경: 동학개미, 애플·테슬라도 '직구'…7.7兆 베팅

•   한경: "삼전 48층 주민됐어요"…빚내서 주식 몰빵 급증

•   한경: 반도체·LCD장비·선박 등 해외 납품·인도 미뤄져…벌써 2兆 피해

•   한경: 절박한 기업들 "정부 지원금 늘려달라"

•   한경: 항공업계 도미노 타격…기내식 생산 급감, 조업사 구조조정

•   한경: 국제유가 52% 떨어졌는데…국내 유가는 7.5% '찔끔 하락' 왜?

•   한경: 기업인 한 명도 없는 與 비례후보…노조·시민단체 출신은 9명

•   한경: "한국은행, 글로벌 금융위기 때보다 두배 이상 자금 풀어야"

•   한경: 전기요금 부담도 내달부터 줄어든다…납부유예 유력

•   한경: "진짜 승부는 B2B서 난다"…공장과 병원에 5G망 까는 통신사들

•   한경: 국산 코로나 키트 美 FDA 승인?…외교부 섣부른 발표에 업계 '황당'

•   한경: 삼성전자, D램값 상승세 뚜렷…업황 긍정적 등

•   한경: 반도체 패키징社 심텍, 성장성 충분…美마이크론과 장기 공급계약도 호재

•   한경: 주가 떨어져도 배당이 쏠쏠…"두산·웅진씽크빅·대신증권 주목"

•   서경(P1): 소상공인 대출 병목현상따라···출생연도 구분 홀짝제로 운영

•   서경(P1): 與 내부서도 "종부세 낮춰라"

•   서경(P1): [단독] 하위 30%에 건보료·산재보험 3개월간 50% 감면 추진

•   서경(P1): [토요워치] 거실로 출근, 안방으로 퇴근···재택근무의 明暗

•   서경: 지난 달 靑 초대받은 스타트업도 기준 안된다며 '대출 퇴짜'

•   서경: 최대 3,000만원 초저금리대출...기은서 직접 보증

•   서경: "두산重 자구책 보며 1조外 추가 수혈...LCC, 3,000억+α 필요"

•   서경: 알짜 자회사 매각보다 ㈜두산 등서 현물출자 가능성

•   서경: 러·터키 공장도 셧다운...현대차, 한중만 남았다

•   서경: "코로나를 기회로"...신사업 발굴·M&A 잰걸음

•   서경: 메모리반도체 업계 "올해 믿을건 서버시장"

•   서경: 체질개선 나선 LG폰...'G' 버린다

•   서경: 5,000만원 들고와 "삼성전자 사달라"...2030도 '주식 가즈아'

•   서경(P1): 제로금리 역풍에...올 보험사 역마진 사상최대 6조 전망

•   서경(P1): 전면 나선 김종인 "100조 코로나 예산 마련"

•   서경(P1): 韓, 中 '디지털위안화' 실험장 될 수 있다

•   서경: 中 'e위안화' 특허 싹쓸이···"올 세계 첫 CBDC발행국 될 것" 선포

•   서경: 디지털화폐 개념은...CBDC는 중앙은행 발행, 암호화폐는 지급보증 않는 민간발행

•   서경: '디지털달러' 딜레마 빠진 美연준

•   서경: 新화폐제국 꿈꾸는 '페북' 리브라···세계 단일 통화 노린다

•   서경: 英은 '디지털 파운드화' 발행 시간문제?

•   서경: "주도권 놓칠라" 日·EU도 'e머니' 고삐

•   서경: 한은 "레버리지 ETF가 증시 변동성 높여"

•   서경: "블록체인으로 편하게 문서관리 하세요"

※   한국은행: 조사통계월보 2020년 3월호

•   서경: 정부, 은행 원화 LCR 규제도 푸나

•   서경: 바젤Ⅲ, 2분기부터 조기 시행...시중銀 중기대출 여력 커진다

•   서경: 국내 철강 해외공장도 '코로나 셧다운' 잇달

•   서경: 코스피 1,700선 회복에···"바닥은 찍었다" vs "패닉셀 또 올것"

•   서경: [스타즈IR]LG화학, 하반기 車배터리 이익 반등 가팔라진다

•   서경: 꽉막힌 재건축에···공시가 상향 요구도 '쏙'

•   조선: 기업들 '공포의 死월'… 신용등급 줄하락, 아무도 회사채 안 사준다

•   조선(P1): 문 열고 방역… 국민만 거리두기 헛심

•   조선(P1): 4월 6일 등교 어려울듯… 하더라도 온라인 개학

•   조선: "한국, 머뭇거리다간 2008년 일본꼴 난다… 기업부터 살려라"

•   조선: 확진자 확 줄어보이게… 靑 코로나 그래프 왜곡

•   조선: 근거 없이, 효과 안따지고… 역대최대 '돈 선거'

•   조선: 48兆 ELS에 코로나 날벼락, 잠 못드는 투자자들

•   조선: 5G 상용화 1년… 잘 끊기고, 볼 만한 건 별로 없고

•   조선비즈: "경제 관료들, 국민 다스린다 생각말고 컨설턴트 돼야"

•   조선비즈: [단독] 올해 종합소득세 납부기한 하반기로 연기… 약 750만명 대상

•   인베스트조선: 코로나發 돈맥경화에 재조명되는 건설사 PF '뇌관'

•   중앙: 획기적 인메모리 DB 내놓자, 실리콘밸리도 휘둥그레

•   중앙(P1): 내달 1일부터 모든 입국자 2주간 의무 격리

•   중앙: 저소득층 예산 깎아 재난소득…산불·홍수 쓸 돈까지 털어쓴다

•   중앙: 코로나 백수 "재난생계금 단비 같아"…맞벌이 "우린 못 받나"

•   중앙: [단독]아소, 한·일 통화스와프에 "누가 고개 숙이며 돈 빌려주나"

•   중앙: “청년주택 확대”vs“보유세폭탄 심판” 총선 대결

•   중앙: 해외선 공장 닫고, 국내선 6개월치 주문 밀려…현대·기아차 고민

•   동아: 셰일가스 부도시계 째깍째깍… ‘금융위기 팬데믹’ 뇌관되나

•   동아: 해외유입 확진, 일주일새 3.3배로… 강남 3구는 절반이 넘어

•   동아: 불황중 저유가는 축복 아니다… 저물가 장기화로 디플레 우려[인사이드&인사이트]

•   동아: 증시 몰려드는 개미들… “상승세 낙관 아직 일러”

•   동아: 코로나 피해 소상공인 연체채권 2조 매입

•   동아: [Tech&]“벽에 착 붙이니 내 마음에도 딱”

•   동아: “의료 로봇, 너만 믿는다”

•   문화: <‘코로나19’ 팬데믹>두산 1조 쏟아붓지만… 부실기업 속출 우려 ‘흉흉한 산업계’

•   문화: 경기 지자체, 너도나도 ‘재난소득’ 도입

•   한국(P1): 한국엔 코로나發 사재기 없는 이유… ‘K택배’의 힘

•   서울: 탈원전 뒤에 탈석탄 못 본 경영진 무능·… ‘두산重 위기’ 키웠다

※   인프라코어, 美출장자 등 간부 10명 골프

•   서울: [경제 블로그] 두산重 구조조정땐 총대 멜라…‘1조 수혈’ 발표 주저한 부처들

•   세계(P1): 文 “천안함 北 소행” 이틀 뒤… 北 미사일 도발

•   경향(P1): 전국 고용센터 가보니…“당장은 생계 잇지만, 재취업 못할까 걱정” [‘코로나19’ 확산 비상]

•   머니투데이(P1): [MT리포트]원격의료 받아보니…코로나 공포가 사라졌다

•   머니투데이: 카나리아가 운다…한국 1분기 GDP 지켜보는 세계

•   머니투데이: [단독]정부·대한상의, 베트남에 중소기업 전세기 투입 추진

•   머니투데이: '코로나침체' 깰 52시간제 예외…현실은 국회서 방치

•   헤럴드경제: 5거래일간 MMF 11조 유출…단기자금 씨가 마른다

•   헤럴드경제: 코로나19, 내년 최저임금 영향 미칠까

•   헤럴드경제: 최악 적자·코로나發 재정지원까지…한전, 3년연속 적자 가능성 ‘속앓이’

•   헤럴드경제: 삼성, 채안·증안펀드 최대 금액 출자

•   헤럴드경제: 유럽투자銀, LG화학에 6400억원 지원

•   헤럴드경제: 서울 전셋값 ‘계속’ 오르는 3가지 이유

•   헤럴드경제: 글로벌 투자기관 “한전, 해외 석탄발전 투자 철회를”

•   파이낸셜뉴스(P1): 유상증자 이달 3건뿐… 돈줄 마른 코스닥

•   파이낸셜뉴스: 정세균 "한·일 통화스와프 다시 이뤄지는게 옳다" [코로나19 경제 직격탄]

•   파이낸셜뉴스(P1): 업종 안가리는 폐업 쓰나미..치과기공소도 간판 내린다

•   파이낸셜뉴스: "집은 답답해서" 다닥다닥 붙어앉아 ‘싸강’ 듣고 토론하고… [현장르포]

•   파이낸셜뉴스: "식당 손님은 없고 쓰레기만 쌓여" 상춘객 늘어나도 자영업자 ‘한숨’ [코로나19 주말 표정]

•   파이낸셜뉴스: 3개월도 버티기 힘들다는 중기 "지원 없으면 직원 내보낼수밖에"

•   파이낸셜뉴스: 대기업 신용등급 줄줄이 하락… 금융권, 유동성 우려에 ‘긴장’

•   파이낸셜뉴스: 14조 넘는 고위험상품 CLO, 경고등 켜졌다

•   파이낸셜뉴스: 반도체 파운드리, 이미지센서가 성공 Key

•   아시아경제: 코로나19 여파에…LCD 패널 출하량 3.5% 감소

•   아시아경제: 증시는 반등했지만, 기업 실적은 '뚝뚝'

•   디지털타임스(P1): 민간서 먼저 물꼬튼 韓美경제협력

•   이데일리: [현장에서]달러 가뭄 우려 못 버린 은행권

•   이데일리: 배터리3사 3색 '합작 의지' LG화학·SK이노 VS '아직 독자생존' 삼성SDI

•   이데일리: "위기를 기회로"..`코로나19` 휩쓴 올 2월 국내 주식회사 설립 10년來 최다

•   이데일리: 신임 금통위원 내정자 이번주 발표…첫 연임 사례 나오나

•   이데일리: "한국 경제 디플레 초입…주가 더 떨어질 수 있다"

•   이데일리: "지금은 금에 투자해야 할 때"

•   이데일리: "고용 유지시 인건비 보조"…일자리안정자금·고용유지지원금 중복지원 논란

•   이데일리: 일자리안정자금 '주먹구구' 탁상행정에 남거나 부족하거나

•   이데일리: 보릿고개 구제 나섰지만…빠진 증권사 유동성 걱정 여전

•   이데일리: [주택시장 심층진단]①"코로나 장기화시, 최소 30% 하락”

•   뉴스1: 두산그룹 "모든 임직원이 고통분담, 빠른 시일 내 두산重 정상화"

•   뉴스1: 두산중공업 위기 6개월 전 경고됐다…정부 뒤늦게 혈세지원 논란

•   뉴스1: 한진해운은 안되고, 두산중공업은 되고…정부 지원 왜 다를까

•   뉴스1: 두산 오너家 3·4세 지분까지 담보로…두산그룹 유동성 위기 어느 정도길래

•   뉴스1: [일문일답]"두산중공업 상환 자금 1조원으론 부족"

•   뉴스1: "코로나 위기를 기회로"…현대차·BMW 등 미래모빌리티에 수십조 투자

•   KBS: “1조 지원 두산중, 대량해고 중단·경영 책임 촉구”

•   이투뉴스: 발전공기업 짜고 대형 재생에너지사업 독식

•   데일리안: '어게인 1997' 몰락 대기업 나오나…재계 공포 확산

•   뉴스웨이: [두산重 기사회생①]정부 ‘1조 수혈’···두산건설 퍼주다가 ‘발목’

•   뉴스웨이: [두산重 기사회생②]정부에 1조 운영자금 대출…재기 가능성 불투명

•   뉴스웨이: [두산重 기사회생③]2000년초 두산에 편입…한때 매출 50위권

•   뉴스웨이: [두산重 기사회생④]박정원 회장, 최대 위기…경영 시험대 올라

•   더구루: 두산비나, UAE 플랜트용 모듈 제작 완료…"기술력 입증" 

•   reNews: COVID-19: Siemens Gamesa pauses production at Hull

•   reNews: COVID-19: Wind and PV growth 'wiped out' in 2020

•   reNews: COVID-19: Vestas closes factories in India

•   Renewables Now: 96% of Europe's wind factories remain open during COVID-19 crisis

•   에너지경제: 코로나19發 경제위기...커지는 '에너지공기업' 역할론

•   에너지경제: [에너지전환 기획] 에너지전환 시대, 천연가스 역할 증대

•   에너지데일리: "수소, 2050년 글로벌 온실가스 배출 34% 해결 가능하다"

•   KHL: Komatsu’s Smart plan to digitise sites

•   KHL: Komatsu announces temporary plant closures

•   KHL: Exclusive: Chinese crane owner on the construction recovery

•   건설경제: <월요기획>국내 기업들, RE100 도입 머뭇…제도 보완ㆍ지원 늘려야

•   건설경제: <월요기획> RE100, 재생에너지 100% 전환 약속… 어디쯤 왔나

•   건설경제: 코로나19 재생에너지업계로 불똥

•   OilPrice.com: Chinese Oil Giant Is Slashing Spending

•   OilPrice.com: Price War Hits Africa’s Largest Oil Producer

•   OilPrice.com: Russia Sees Oil Market Balance In 2021

•   OilPrice.com: LNG Producers Dump Spot Cargoes On Oversupplied Market

•   OilPrice.com: Trump Relaxes Environmental Regulations To Counter Coronavirus Impact

•   OilPrice.com: Iraq Wants 30% Capex Cut From Foreign Oil Firms

•   OilPrice.com: Here’s What Oil Traders Are Doing To Profit From Ultra-Low Oil Prices

•   MINING.com: South Africa lockdown to hit Anglo American output

•   MINING.com: Mine closure impact on global copper supply – report

•   MIT News: Energy-harvesting design aims to turn Wi-Fi signals into usable power

•   MIT News: An experimental peptide could block Covid-19

•   전자신문: '올해부터 EV충전기 보조금 폐지'...현대차 충전기 공짜로 준다

•   전자신문: [과학핫이슈]따뜻한 날씨, 코로나19 확산 제동 걸까

•   ZDNet Korea: 코로나19 치료제 찾는다...임상연구 돌입

•   디지털데일리: ‘코로나’이후… 기업 ‘모빌리티 · 언텍트’ 혁신 거세진다

•   Inside EVs: Production Shutdown Costs Automakers More Than Building New Factories

•   Inside EVs: Tesla Slashing 75% Of Workforce At U.S. Gigafactory Due To Pandemic

•   Hannover Messe News: Energy storage systems set to undergo rapid development

•   Hannover Messe News: 3D printer expected to manufacture transmission parts weighing tons

•   Robotics Business Review: 6 tips for improving automated order picking

•   Robotics Tomorrow: Mobile Robots and Autonomous Vehicles: IDTechEx Analysts Discuss How Coronavirus Pushes Logistic Automation up the Agenda

•   Robot Report: Will COVID-19 accelerate an automated future?

•   Robot Report: UVD Robots responds to surging demand during COVID-19 crisis

•   Inbound Logistics: Supply Chain Movers and Do-Gooders: Companies Step Up in Response to the Pandemic

•   Nikkei Asian Review: World slips into pandemic-induced hibernation as China awakens

•   Nikkei Asian Review: Japan prepares to impose entry ban on US

•   Nikkei Asian Review: Stay-at-homes in Japan double as coronavirus surges

•   Nikkei Asian Review: Tokyo confirms 68 new coronavirus cases, record daily increase

•   Nikkei Asian Review: Abe says Japan aims to approve Avigan as coronavirus treatment

•   Nikkei Asian Review: From light touch to total lockdown: How Asia is fighting coronavirus

•   Nikkei Asian Review: Coronavirus to erase $12bn in earnings from Japan companies

•   Nikkei Asian Review: Toyota to make protective gear in US to aid coronavirus battle

•   Nikkei Asian Review: Japan's megacities shut down in crucial weekend to fight virus

•   Nikkei Asian Review: Japan to give one-year tax grace period for virus-hit companies

•   Nikkei Asian Review: Tokyo hit by panic buying as residents fear tighter coronavirus curbs

•   Mainichi: Japanese airlines could see 1 tril. yen revenue fall on virus pandemic

•   Economic Times: India under lockdown: Jobs and salaries safe despite disruption, companies tell staff

•   Economic Times: Moody’s cuts India growth forecast to 2.5%

•   Economic Times: coronavirus impact in india: Coronavirus: Can India ramp up its health infrastructure swiftly to contain this pandemic?

•   Business Standard: India coronavirus dispatch: Long-term strategy needed against Covid-19

•   Business Standard: 49-day lockdown necessary to stop coronavirus resurgence in India: Study

•   Business Standard: Discoms' outstanding dues to power gencos rise nearly 32% in January

•   Business Standard: Power generators shut capacity as Covid-19 hits demand, upends normal life

•   Business Standard: Coronavirus shutdown puts Rs 15-trillion debt at risk, to impact finances

•   Moscow Times: How Much of a Hit Will Russia’s Economy Take From the Coronavirus? It’s Anybody’s Guess.

•   Jakarta Post: Indonesia retains its position as SE Asia’s second-largest venture capital market

•   Jakarta Post: Govt suspends Papuan seaport, airport operations to curb COVID-19 spread

•   Jakarta Post: First time in history: Shorter trading hours for Indonesian stocks amid COVID-19

•   Myanmar Times: Myanmar needs strong policies to deal with virus impact: economists

•   Myanmar Times: Pandemic to slow Myanmar’s growth drastically: analyst

•   Myanmar Times: More woes for Myanmar garment industry as EU cancels orders

[Opinions]

•   Project Syndicate(Ian Goldin, Robert Muggah): Viral Inequality

•   Project Syndicate(Célestin Monga): Economic Policies to Combat COVID-19 in Africa

•   Project Syndicate(Yik-Ying Teo): The COVID-19 Weakest Links

•   Project Syndicate(Martín Guzmán): Five Principles for the Pandemic

•   Project Syndicate(Ibrahim Assane Mayaki): How Africa’s Economies Can Hedge Against COVID-19

•   Project Syndicate(Jeffrey Frankel): Foreseeable Unforeseeables

•   Project Syndicate(Andrew Sheng, Xiao Geng): Waging War on COVID-19

•   Project Syndicate(Javier Solana): Our Finest Hour

•   FT(Editorial Board): Coronavirus must not destroy an open world economy

•   FT(Rana Foroohar): Fifty years of US policy come home to roost

•   FT(Wolfgang Münchau): Go-it-alone ‘coronabonds’ are worth the risk

•   FT(Robert Shrimsley): A nation standing together, in isolation 

•   FT(Gavyn Davies): Can the world afford stimulus on this scale?

•   FT(Michael Mackenzie): Investors should brace for another market dive

•   FT(Jemima Kelly): Let’s flatten the coronavirus confusion curve

•   FT(Jonathan Ford): Coronavirus bailouts must avoid the taint of ‘corporate socialism’

•   FT(Agustín Carstens): Bold steps to pump rescue funds down the last mile

•   FT(Robert Hockett): Robert Hockett: US must take stakes in firms it rescues

•   FT(Minxin Pei): China and the US must fight Covid-19 together

•   FT(Colby Smith): Why the Fed should put the Treasuries market on a war footing

•   FT(Lex): UK housing market: march from the scaffold

•   WSJ(Holman W. Jenkins, Jr.): Yes, We Need Cost-Benefit Analysis

•   WSJ(Kimberley A. Strassel): Big-Government Contagion

•   WSJ(Mary Anastasia O’Grady): AMLO Defies Medicine and Economics

•   WSJ(Tom Giovanetti): Less Stimulus, More Overdraft Protection

•   WSJ(Bill Cassidy, Christopher Mores): We Need to Know Who’s Developed Immunity to Coronavirus

•   WSJ(Jason Willick): How Epidemics Change Civilizations

•   WSJ(Tunku Varadarajan): The Restaurant at the Edge of the Coronavirus Pandemic

•   WSJ(Jeff Colyer): An Update on the Coronavirus Treatment

•   WSJ(Charles Ries): What the G-20 Can Do About Coronavirus

•   NYT(Editorial Board): Facing Coronavirus, America Chose Mass Unemployment

•   NYT(Paul Krugman): Covid-19 Brings Out All the Usual Zombies

•   NYT(David Leonhardt): What Biden Can Do

•   NYT(Anna Sauerbrey): Germany Has Relatively Few Deaths From Coronavirus. Why?

•   NYT(Rebecca Solnit): Who Will Win the Fight for a Post-Coronavirus America?

•   NYT(Michelle Cottle): Boris Johnson Should Have Taken His Own Medicine

•   WP(Catherine Rampell): States and cities should brace themselves for a downward spiral

•   WP(Max Boot): Joe Biden has character. Donald Trump does not. This crisis makes it obvious.

•   WP(E.J. Dionne Jr.):Trump’s quarantine con should be the breaking point

•   WP(Josh Rogin): America’s $2 trillion coronavirus stimulus package ignores the rest of the world

•   WP(Hugh Hewitt): Bring back war bonds: How citizens could help fight the next pandemic threat

•   WP(Walter Isaacson): This plague is not a hurricane

•   WP(Garry Kasparov): Russia claims it has covid-19 under control. The facade is cracking.

•   WP(Ray Greenberg): Americans may have the war in Vietnam to thank for Dr. Fauci

•   WP(Rosana Pinheiro-Machado): Bolsonaro is endangering Brazil. He must be impeached.

•   WP(Robert J. Samuelson): All our choices are bad — but some are worse

•   Bloomberg(Mohamed A. El-Erian): Don’t Read Too Much Into Stocks’ Sudden Rebound

•   Bloomberg(Bill Dudley): Congress and the Fed Are Saving Lives

•   Bloomberg(David Fickling): Surviving the Airline Wipeout Isn’t About Balance Sheets

•   Bloomberg(David Fickling): Why Disease and Xenophobia Go Hand in Hand

•   Bloomberg(Conor Sen): Sad About a Buyback Ban and Pay Cuts? Deal With It

•   Bloomberg(Noah Smith): Coronavirus Makes America Seem Like a Civilization in Decline

•   Bloomberg(Andy Mukherjee): Black Death Makes Us Think About Interest Rates

•   Bloomberg(Shuli Ren): What Wuhan Can Teach New York

•   Bloomberg(Julian Lee): Welcome to a Truly Free Oil Market

•   Bloomberg(Brooke Sutherland): For This President, the Buck Stops with U.S. Industry

•   Bloomberg(Anjani Trivedi): Coronavirus Crisis: Car Industry Balance Sheets Point to Bailout

•   Bloomberg(Clara Ferreira Marques): Even China’s Big Oil Is Cutting Back

•   Bloomberg(Ferdinando Giugliano): U.S. Leaves the Door to Europe Wide Open for China

•   Bloomberg(Lionel Laurent): Want to Escape a Lockdown? Try Sweden

•   Bloomberg(Lionel Laurent): Boris Johnson Is Ready for His Extreme WFH Close-Up

•   Bloomberg(Jonathan Bernstein): Maybe Trump Doesn’t Care About Getting Re-Elected

•   Bloomberg(Eli Lake): Venezuela's Maduro Could Be Brought Down by U.S. Indictment

•   Bloomberg(Ramesh Ponnuru):The Lives-or-Dollars Debate Is a Waste of Time

•   Bloomberg(Bobby Ghosh): Coronavirus Blunts Momentum of Second Arab Spring

•   Bloomberg(Pankaj Mishra): Calling It the ‘Chinese Virus’ Only Boosts China

•   Bloomberg(Joe Nocera, Max Nisen): It’s Time to Start Testing Coronavirus Immunity

•   Bloomberg(Scott Duke Kominers): Pandemic Shutdowns Work for the Economy, Too

•   Bloomberg(Ben Schott): This Is How Many Planes Are Grounded Around the World

•   Bloomberg(Kori Schake): Globalization Is the Best Medicine for a Sick Planet

•   Bloomberg(Clive Crook): The U.S. Needs Social Insurance More Than Stimulus

•   Bloomberg(Stephen A. Myrow): The Iraq War’s Lessons for Fighting Coronavirus

•   Bloomberg(Matt Singh): One Battle Boris Johnson Is Clearly Winning

•   Bloomberg(Tobin Harshaw): Coronavirus Response Is a Weapon in China’s Brand of War

•   Bloomberg(Brooke Sample): How Many Ways Can We Tackle Coronavirus?

•   Bloomberg(Stephen Mihm): How to Battle the Coronavirus and Win: A Historians’ Roundtable

•   CNBC(Frederick Kempe): Coronavirus will hit emerging markets with devastating force

•   CNBC(Bob Pisani): Father of Wall Street's 'fear gauge' sees wild volatility continuing until coronavirus cases peak

•   CNBC(Scott Minerd): Growth of government, corporate debt a Faustian bargain

•   CNN(Sheila Bair): The Fed is making the right moves to help America's small businesses

•   CNN(Julian Zelizer): How to protect the 2020 elections from the coronavirus crisis

•   CNN(Arthur Herman): 5 lessons from WWII that we can use to fight coronavirus

•   CNN(Ed McCaffery): The stimulus bill includes a tax break for the 1%

•   CNN(Daniel M. Gerstein, James Giordano): How to reopen America

•   CNN(John Sutter): The pandemic isn't fixing climate change

•   MarketWatch(Editorial Board): China’s economy will suffer a double whammy as its export partners are overrun by the coronavirus

•   MarketWatch(Ann Skeet): How the coronavirus pandemic could change the way businesses treat workers and customers

•   MarketWatch(Simon Maierhofer): Stock market breadth shows there might be light at the end of the tunnel

•   Reuters(Andy Home): Collapsing auto sector a body blow for industrial metals

•   매경(사설): `병주고 약주고` 두산중공업 살릴 큰 그림도 내놓으라

•   한경(사설): '탈원전 기저질환' 놔둔 채 긴급 수혈만으로 두산重 살리겠나

•   한경(한상춘): 코로나 경기·증시 대논쟁…'쪽박론' vs '대박론'

•   조선(한삼희): [만물상] 단 한 사람 때문에 못 바꾸는 탈원전

•   중앙(손성용): 태양광·풍력 발전엔 구원투수가 필요하다

•   문화(사설): 두산重에 1兆 퍼부으며 탈원전 강경파 공천한 나쁜 정치

•   파이낸셜뉴스(사설): 두산重 살리기, 원전 다시 짓는 게 답이다

•   건설경제(정범진): 신한울3·4호기 건설을 재개해야 할 이유