[Markets]
• South Africa: South Africa’s rand hits record low after debt downgrade
[Indicators]
• US Weekly Economic index: New Fed Data Point to Economic Pain and Worrisome Ebbing in Inflation
• EU Mar. Economic sentiment index: European economic sentiment tumbles in early March
• UK Feb. Consumer credit: U.K. Consumer Credit Slowed as Storms Hit Spending
• 한국 2월 미분양 주택: 전국 미분양 주택 한달새 8.8% 줄어
• 한국 3월 BSI: 코로나19 충격에 3월 기업심리 또 추락…금융위기 이후 최악
• 한국 4월 한국경제연구원 BSI 전망치: 기업 체감경기 속절없는 추락
• Vietnam Q1 Balance of Trade: VN records $2.8b trade surplus in Q1 despite pandemic
• Coronavirus: SCMP Live Updates
[News]
• WP: Key in Trump’s deal with the Taliban: Ex-prisoners whose release in 2014 unleashed Republican furor
• WP: Bernie Sanders says he’s staying in the race. Many Democrats fear a reprise of their 2016 defeat.
• CNBC: Goldman on how the ‘largest economic shock of our lifetimes’ will permanently alter energy markets
※ St. Louis Fed: Back-of-the-Envelope Estimates of Next Quarter’s Unemployment Rate
• MarketWatch: Man who called Dow 20,000 at end of 2015 says these are the 4 steps needed for a bona fide stock-market recovery
• MarketWatch: Pelosi sees ‘Phase 4’ coronavirus package including additional payments to Americans, infrastructure spending
• Fox Business: How homebuyers are seeing the coronavirus crisis
• Fox Business: America's economy hinges on this date
• 매경(P1): 소득하위 70% 1400만가구에 100만원 지급
※ 기재부: 제3차 비상경제회의 개최 결과
• 매경: 휴업중인 노인일자리에 활동비 先지급
• 매경(P1): 2019 상장사 임직원 보수…신동빈 181억 `연봉킹`
※ 박정원 두산그룹 회장은 계열사에서 지난해 30억9800만원을 받았다. 박용만 두산인프라코어 회장은 39억9100만원, 박지원 두산중공업 회장은 15억4000만원을 수령
• 매경(P1): 일본, 韓·美·中·EU 입국금지
• 매경: 한미통화스왑 31일 공급…최저금리 0.32%
• 매경: 350조…몸집 너무 커진 단기자금시장
• 한경(P1): 두산重, 脫원전으로 5兆 수주 사라져…두산건설 살리기 '백기'
• 한경: "올해 韓 성장률, 최악땐 -12.2%"
• 한경: 삼성·LG전자 러시아 공장 셧다운
• 한경: 공매도 금지에 선물 시장 '가격 왜곡'
• 서경(P1): 삼성의 결단···LCD 접고 QD 키운다
• 서경: 커지는 'e-머니'···작아지는 시중銀
• 서경: 최초 전자화폐 '몬덱스' 실패 반면교사로
• 조선(P1): 해외 입국 격리자 매일 7000명 폭증… 정부는 "문제없다"
• 조선비즈: S&P, S-Oil 신용 전망 '부정적'으로 하향 조정
• 인베스트조선: 빅딜 다시 나올까…시선은 이미 채안펀드 유동화로
• 중앙(P1): [view] 코로나가 '라이프스타일·의료·교육·국제관계' 다 바꾼다
• 동아(P1): [단독]수능 미룬다… 11월 19일서 2주일 연기 유력
• 머니투데이: 지난달 유통업계 매출 보니 '집콕 쇼핑' 진짜였네
• 머니투데이: 기준금리 0%대 내렸는데 대출금리 왜 올라…"유동성 증가는 무슨"
• 머니투데이: 코로나 폭락장 1개월…실적 추정치 되레 오른 종목들
• 헤럴드경제(P1): 은행 건전성규제 ‘바젤Ⅲ’ 시행 1년 연기
• 헤럴드경제(P1): M&A 시장도 코로나에 ‘감염’…매물가격 하향 재조정 불가피
• 헤럴드경제: 위기 도미노…‘제2 두산’ 불안 증폭
• 헤럴드경제: 한쪽에선 급매, 한쪽에선 신고가…아리송한 주택시장
• 헤럴드경제: 산은·수은, 대기업 지원…‘밑빠진 독 물붓기’ 논란
• 파이낸셜뉴스(P1): 반도체업 영업익 -66.5%… 예고된 실적쇼크 [코로나19 실적쇼크 오나]
• 파이낸셜뉴스: 코로나 직격탄 맞은 자영업자, 수치로 확인
• 파이낸셜뉴스: "집 살 사람 어디 없나요?"… 서울 강남3구 실거래가 2억 급락
• 파이낸셜뉴스: 한화, 블록체인에 그룹역량 집중… 스위스 핀테크 기업에 투자
• 파이낸셜뉴스: 코로나가 짓밟은 경제… 대구·경북 '큰 폭 악화'
※ 한국은행: 「지역경제보고서」(2020년 3월)
• 아시아경제(P1): 코로나19에도…삼성·LG전자, 실적 선방 전망
• 아시아경제: 코로나에 늘어나는 상가 공실…상업용부동산 대출 어쩌나
• 이데일리(P1): ‘잔인한 死월’ 온다…기업들 줄도산 공포
• 이데일리: "IMF 때도 이렇지 않았다"…中企 '4월 줄도산' 우려
• 연합인포맥스: 나이스신평 "두산重, 한도여신 확보로 유동성 위험 완화"
• KBS: [2020 총선 경남] 두산중공업 사태, 해법은?
• SBS CNBC: 두산重 시중은행 채권단, 대출연장 가닥…추가지원엔 ‘난색’
• SBS CNBC: ‘1조 원 수혈’ 두산重, 두산건설 매각 결정…다음은?
• 더벨: 두산그룹의 '호우시절(好雨時節)'
• 이투뉴스: 그린피스 "두산重, 탈석탄·탈원전 경영 쇄신 촉구"
• 서울이코노미뉴스: 박용만 '코로나 리더십' 실종...두산인프라 임원·간부들, 대규모 골프 회동 파문
• Power Engineering: GE working with Polish utility to provide CCGT replacing coal-fired power
• Power Engineering: Hydrogen-fired power promises carbon-free future but requires nearly $800B investment
• Windpower Monthly: Can debt restructuring deal save struggling Suzlon?
• 에너지경제: 중부발전, 광주 연료전지 사업에 투자...'총 사업비 800억'
• 에너지경제: 원안위, 신고리5·6호기 등 건설 및 운영변경허가
• Equipment Journal: JCB to assist with manufacturing ventilator in fight against COVID-19
• Industrial Vehicle Technology: Construction sector calls for urgent measures
• Industrial Vehicle Technology: European construction equipment faces Covid-19 crisis from solid economic position
• OilPrice.com: Pipeline Operators In Texas Urge Producers To Stop Pumping
• OilPrice.com: Supertanker Rates Explode As Traders Race To Store Oil
• OilPrice.com: Oil Industry Spending To Drop By $100 Billion This Year
• MINING.com: Pandemic hits beleaguered US coal industry hard
• 전자신문: 정부-지자체, 산단 공장 지붕형 태양광발전사업 엇박자
• ZDNet Korea: 1분기 고비 넘긴 삼성·LG 폰, 2분기 더 어렵다
• Phone Arena: Apple's 5G iPhone 12 won't be pushed back to 2021, but future products could be delayed
• Phone Arena: Huawei's P40 may not guarantee a profitable quarter
• Robotics Business Review: Modular robotics market expected to grow, says Future Market Insights
• Robot Report: Bosch Rexroth and Geek+ partner on mobile robot development
• Robot Report: How robotics helps diagnose COVID-19 at new lab
• Robot Report: Drone delivery brings insulin to patient in Aran Islands
• Nikkei Asian Review: Fujifilm ready to ramp up Avigan production to tackle coronavirus
• Nikkei Asian Review: Is Japan listening? Stay-home request heeded, but not by all
• Nikkei Asian Review: Tokyo Olympics to start July 23, 2021
• Nikkei Asian Review: Japan comedian Ken Shimura dies after coronavirus infection
• Nikkei Asian Review: Stay or go? Window closes for Japan Inc. to bring back expats
• Economic Times: Amitabh Kant-led empowered panel begins work on Covid response strategy
• Business Standard: Coronavirus outbreak: Direct tax shortfall likely to be at 20-year high
• Business Standard: Indian economy can contract 2.6%; US over 11% in worst case in 2020: Nomura
• Business Standard: India coronavirus dispatch: Dealing with Covid-19 after the lockdown
• Hindustan Times: Covid-19 update: Turmoil caused by coronavirus likely to hit gig economy
• Folha de S.Paulo: Governors Threaten to Defy Bolsonaro If He Signs Decree Allowing People to Return to Work
• Jakarta Post: House urged to stop controversial omnibus bill deliberation, prioritize COVID-19 - Politics - The Jakarta Post
• Jakarta Post: Indonesia’s budget to fight COVID-19: What we know so far
• Jakarta Post: COVID-19 impacts across Indonesia’s business sectors: A recap
• Viet Nam News: Toyota Motor Vietnam suspends vehicle production
• Myanmar Times: Pandemic adds to Chinese infrastructure delays in Myanmar: ICG
• Myanmar Times: Govt announces priority sectors for emergency loans in Myanmar
[Opinions]
• Project Syndicate(Josep Borrell): Four Priorities for a Global Pandemic Strategy
• Project Syndicate(Mariana Mazzucato): Capitalism’s Triple Crisis
• Project Syndicate(Daniel Gros): The West’s COVID-19 Learning Curve
• Project Syndicate(Simon Johnson): Welcome to the Post-Virus World
• Project Syndicate(Dirk Messner, Nick Nuttall): The World Must Not Forget Climate Change
• FT(Gideon Rachman): Even Covid-19 cannot damp partisanship
• FT(Anjana Ahuja): Scientists seek reason why Covid-19 has less impact on children
• FT(Amy Kazmin): Staying home is a luxury many Indians cannot afford
• FT(John Thornhill): Covid-19 is accelerating the shift from transport to teleport
• FT(Leo Johnson): Capitalism rewired: Why we must rethink how performance is measured
• FT(David Lubin): Does coronavirus herald capital controls?
• FT(Patrick Jenkins): Karl Marx, WeWork and the junk bond bubble
• FT(Jim McCormick): Four ways that coronavirus has changed capital markets
• FT(Edwin Heathcote): Learning to love the ‘sublime’ impact of energy of the landscape
• FT(Ed Crooks): US leaders must not flunk historic opportunity on energy spending
• FT(Jens Ulltveit-Moe): Lessons from my $600m gamble on renewables
• FT(Antoine Halff): Saudi-Russia oil war is a game theory masterstroke
• WSJ(Carmen M. Reinhart, Kenneth Rogoff): The Coronavirus Debt Threat
• WSJ(Robert S. Kaplan, Mickey D. Levy): How to Get America Working Again
• NYT(Editorial Board): How America Can Reopen
• NYT(Paul Krugman): This Land of Denial and Death
• NYT(Charles M. Blow): The Politics of a Pandemic
• NYT(Joshua M. Sharfstein, Melissa A. Marx): Testing is Just the Beginning in the Battle Against Covid-19
• NYT(David S. Ludwig, Richard Malley): Americans Are Already Too Diseased to Go Back to Work Right Now
• NYT(Emmanuel Saez, Gabriel Zucman): Jobs Aren’t Being Destroyed This Fast Elsewhere. Why Is That?
• NYT(Jorge G. Castañeda): Is Maduro’s Indictment Anything More Than an American Bluff?
• WP(Editorial Board): Trump rightly extended pandemic guidance. Here’s what he should do next.
• WP(Eugene Robinson): Trump finally submits to reality
• WP(Paul Waldman): A lot of bad things got into the rescue package. Here’s a list.
• WP(Paul Waldman): Coronavirus may alter the political landscape. But the GOP won’t change.
• WP(Greg Sargent): The cult of Trump is a threat to untold numbers of American lives
• WP(Heather A. Conley, John Kornblum): The coronavirus crisis is stripping bare Europe’s deep fractures
• Bloomberg(Justin Fox): A Requiem for the Obama-Trump Economy
• Bloomberg(Narayana Kocherlakota): Fed's Lax Corporate Lending Terms Invite Trouble
• Bloomberg(Brian Chappatta): Fed Should Draw the Line at Backstopping Junk Bonds
• Bloomberg(John Authers): Oil's Done. Watch the Dollar as the Key Virus Gauge
• Bloomberg(Robert Burgess): Markets May Have Found What They're Looking For
• Bloomberg(Chris Bryant): The Housing Market Is in Lockdown
• Bloomberg(Karl W. Smith): How to Win the Coming Battle Over the U.S. National Debt
• Bloomberg(Jonathan Bernstein): What Should Joe Biden Be Doing?
• Bloomberg(Noah Feldman): Coronavirus Response Shows Trump Isn’t a Dictator
• Bloomberg(Max Nisen): Five-Minute Coronavirus Tests Will Aid Every Stage of the Fight
• Bloomberg(Faye Flam): Asymptomatic Coronavirus Carriers: How Contagious Are They?
• Bloomberg(Melvyn Krauss): Coronabonds Are Inevitable. Everybody Knows It
• Bloomberg(Jared Dillian): Markets No Longer Know How to Define ‘Safe’
• CNN(Peter Bergen): Trump finally leveled with the American people
• MarketWatch(Peter Morici): How the coronavirus will change America
• MarketWatch(Ivan Martchev): The economic and monetary conditions are perfect for gold
• 한겨레(석광훈): 두산중공업 사태와 ‘X맨’ 보수언론
• 미디어펜(나광호): [기자수첩]탈원전에 주저앉은 두산중, 대주주에 책임전가?
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