Business Intelligence Monitor 200501

(Introduction)

[Markets]

•   Global: Global equities dip at end of best month since '09

•   Indonesia: Rupiah strengthens to below Rp 15,000 per US dollar for first time since mid-March

•   Metals: Copper set for biggest monthly gain since Dec 2017 on China recovery

•   Grains: Soybeans rally on export demand, end-month position-squaring

[Indicators]

•   US Mar. PCE: Coronavirus Prompts Record Drop in Consumer Spending

•   US Mar. Savings rate: The savings rate hit its highest level since 1981

•   US Apr. Chicago PMI: Chicago PMI fall to 35.4 in April: report

•   US Weekly Bloomberg consumer comfort index : U.S. Consumer Comfort Registers Smallest Decline in Six Weeks

•   US Weekly Jobless claims: U.S. Over 3.8 Million Americans Filed for Jobless Benefits Last Week as States Struggle With Coronavirus Claims Surge

•   US Weekly Mortgage rates: Mortgage Rates Tumble to a Record Low With 30-Year at 3.23%

•   Eurozone Benchmark rates: ECB in fresh push to lend to banks at ultra-low rates

※   ECB: Monetary policy decisions

•   Eurozone Q1 GDP: Eurozone economy shrinks by fastest rate on record

•   China Apr. Manufacturing PMI: China Factory Data Show Global Slump Weaken Nascent Recovery

•   한국 4월 회사채 거래: 회사채시장 양극화…A등급도 안팔린다

※   매경: 현대車 회사채 5배 수요 몰릴때…A급은 팔려면 `떨이`해야

※   매경: "정작 필요한 곳엔 지원 않고"…채안펀드에 시장 불만

※   한경: "年 3%대 금리가 어디냐"…회사채로 몰리는 개미들

•   Japan Mar. Industrial production: Japan's March industrial output falls 3.7% on month

•   Japan Mar. Department store sales: Japan department store sales slid by record-breaking 32.7% in March

•   Japan Apr. Consumer confidence index: Japan consumer confidence hits record low amid pandemic

•   India Mar. Core industries production: Core sector output shrinks 6.5% in March as Covid-19 takes its toll on the economy

•   Vietnam Apr. CPI: April CPI down 1.54%

•   Russia Apr. Manufacturing PMI: Russian Manufacturing Gauge Slumps to Lowest Since Records Began

•   Mexico Q1 GDP: Mexico Economy Falls Most Since 2009 And The Worst Is Yet Ahead

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Amazon’s Sales Jump as Coronavirus Prompts Surge in Online Shopping

•   WSJ: Apple Sales Edge Higher, Showing Resilience in Pandemic

•   WSJ: Coronavirus Mutations Map the Global Outbreak

•   WSJ: Federal Reserve Expands Business Lending Program

•   WSJ: Liquidity Crisis or Solvency Crisis? It Matters to Fed

•   WSJ: Workers Likely to Fare Better in Nations With Coronavirus Job-Retention Programs

•   WSJ: Newsletter: A First Quarter to Forget

•   WSJ: Small Oil Drillers Are Turning Off Taps More Quickly Than Anticipated

•   NYT: Trump Officials Are Said to Press Spies to Link Virus and Wuhan Labs

•   NYT: Millions Had Risen Out of Poverty. Coronavirus Is Pulling Them Back.

•   NYT: Stymied in Seeking Benefits, Millions of Unemployed Go Uncounted

※   EPI: New survey confirms that millions of jobless were unable to file an unemployment insurance claim

•   NYT: States Made It Harder to Get Jobless Benefits. Now That’s Hard to Undo.

•   WP: Trump is angry about his poll numbers. And he has good reason to be.

•   FT: Gilead to produce 1m courses of remdesivir by year’s end

•   FT: Russia’s PM tests positive for coronavirus

•   FT: China faces wave of calls for relief on ‘Belt and Road’ loans

•   FT: Boeing taps bond market for $25bn to weather cash drain

•   FT: Germany postpones decision on reopening schools

•   FT: Five ways the ECB can bolster the eurozone’s pandemic firepower

•   FT: Liquidity driven markets seek more from the ECB

•   FT: Boris Johnson promises road map out of lockdown

•   FT: Johnson seeks route out of coronavirus tunnel

•   FT: Britain demands EU give ground to save talks on future relationship

•   FT: UK minister admits it is ‘probable’ virus testing target will not be met

•   FT: Coronavirus and hard Brexit — the last combination the UK needs

•   FT: Turkey digs in for currency battle

•   FT: Coronavirus leads to ‘staggering’ drop in global energy demand

※   IEA: Global Energy Review 2020

•   FT: Academics probe links between coronavirus and toxic air pollution

•   FT: Coronavirus forces investor rethink on social issues

•   FT: Norway to cut oil production by 13%

•   FT: Grim Powell sets Fed up for the long haul

•   FT: Europe’s biggest economies hone details on easing out of lockdown

•   FT: How central and eastern Europe contained coronavirus

•   FT: India: the millions of working poor exposed by pandemic

•   FT: Joe Biden seeks to stir up drama over his running mate

•   FT: How coronavirus broke America’s healthcare system

•   Bloomberg: Bill Gates Says Virus Vaccine Could Take as Little as 9 Months

•   Bloomberg: FDA Moving at ‘Lightning Speed’ on Gilead Drug, Commissioner Says

•   Bloomberg: Shell CEO Says Pandemic May Change the Oil Business Forever

•   Bloomberg: Extent of Claims Backlog Is Unclear, U.S. Labor Secretary Says

•   Bloomberg: State Unemployment Funds Going Broke From Flood of Claims

•   Bloomberg: Just as Virus Deaths Soar, Brazilians Emerge From Quarantine

•   Bloomberg: America’s Restaurants Start to Open Up, With a Side of Anxiety

•   Bloomberg: The World Embraces Contact-Tracing Technology to Fight Covid-19

•   Bloomberg: Germany’s New Coronavirus Cases Increase the Most in Four Days

•   Bloomberg: How Will Johnson Lift the U.K.’s Lockdown? What We Know

•   Bloomberg: South African Treasury Sees Large Revenue Gap Due to Virus

•   Bloomberg: Italy’s Virus Deaths, New Cases Fall Amid Record Recoveries

•   Bloomberg: Virus Throws New Wrench into U.S.’s Moribund Offshore Wind Plans

•   Bloomberg: Google Enters Upside Down World of Renewable Supply and Demand

•   Bloomberg: Iran Is Hauling Gold Bars Out of Venezuela’s Almost-Empty Vaults

•   Bloomberg: Glencore Joins in Mining Industry’s Rush to Cut Spending

•   Reuters: Exclusive: Trump says China wants him to lose his re-election bid

•   Reuters: China commerce ministry says unaware of any North Korea delegation visit

•   CNN: GM and Ford lay out plans to restart their US factories

•   CNN: Volkswagen and Fiat Chrysler postpone restarting US factories

•   CNBC: Sweden had no lockdown but its economy is expected to suffer just as badly as its European neighbors

•   CNBC: Trump says he’s ‘in charge’ of ‘fast track’ work to produce a coronavirus vaccine

•   CNBC: AstraZeneca, Oxford should know by July if coronavirus vaccine works

•   CNBC: Coronavirus creating $1 trillion revenue loss for oil and gas companies

•   Fox Business: Fauci warns states against ‘tempting’ a coronavirus rebound

•   KFYR-TV: Employees concerned over Doosan Bobcat COVID-19 safety

•   SCMP: Three months after lockdown, China’s economic recovery is uneven

•   SCMP: As China and Australia clash over Covid-19 probe, traders fear the worst

•   매경(P1): 코로나 극복 대화는커녕…勢대결로 날새는 양대노총

•   매경: 공사장 난투극·조합원 뺏기…`밥그릇 싸움` 열올리는 양대노총

•   매경: 과도한 세 경쟁땐 노동자 외면 받을수도

•   매경: `강성`으로 바뀐 한국노총, 갈등 더 키워

•   매경(P1): 재난지원금, 취약계층에 4일부터 지급

•   매경: "채권형 펀드에 분리과세 `당근`줘야"

•   매경: 삼성전자, 꿈의 이미지센서로 소니 추격

•   한경(P1): [단독] 재개발 때 임대주택 더 지으면 분양가상한제 풀어준다

•   한경(P1): 출근하면 협력사부터 챙기는 사장님…달라진 '을'의 위상

•   한경(P1): '전면 개헌' 군불 때는 與…토지공개념·대통령 연임제 밀어붙이나

•   한경(P1): [단독] 서울시, 이달 초 현대차 GBC 착공 허가

•   한경: SOC 연기하고, 기금 끌어오고…2차 추경 12.2조원 재원 마련 '꼼수'

•   한경: 코로나에 희비 엇갈린 애플·삼성…'계란' 나눠담은 삼성이 옳았다

•   한경: "위기 때 복원력 강한 공급망 분산이 낫다"

※   kotra: 코로나19가 불러올 글로벌 밸류체인 변화

•   한경: "묻고 더블로 가"…12조 통과되자마자 30조 추경 꺼내든 여당

•   한경: "내 월급 깎일 수도"…우울한 가계 전망

•   한경: 더 복잡해진 고리1호기 '해체 셈법'

•   한경: "바꾸고, 없애고, 홀렸다"…현대·기아차 '코로나 치명상' 피한 비결

•   한경: 삼성전자·SK하이닉스, 美 빅데이터 업체 투자

•   한경: 지각변동 美 ETF시장 보면…'포스트 코로나' 주인공 보인다

•   한경: 한동대, 수소 에너지 신기술 개발 나서

•   조선(P1): 탈원전 2년만에 7조 날아갔다

•   조선(P1): 국내 감염 0명

•   조선(P1): 對北 정찰위성 예산까지 깎아 지원금

•   조선: 서울~강릉 6시간30분, 제주 식당선 "30분 기다리세요"

•   조선: 사라진 김정은… 평양도 수군거리기 시작했다

•   중앙: 부모가 내 건보 얹혀있어도, 주소 다르면 재난지원금 각각 받아

•   동아(P1): 트럼프 “韓 돈 더 내기로 합의” 靑 “합의한 것 없다”

•   동아: 靑관계자 “트럼프 특유의 판 흔들기”… 방위비 13% 인상안 고수

•   동아: 도심서 드론 날릴수 있게 자유화구역 연내 지정

•   동아: 로봇이 호텔서 수건 건네고… 점심식사 배달까지

•   국민: 원통형 전기차 배터리, 3년 뒤 시장규모 2배로

•   서울: 두산重·현대차 위기가 낳은 고용 투쟁… 노사 갈등 증폭

•   이데일리(P1): 19일째 사라진 김정은…韓경제 복병되나

•   이데일리: 한국 경제 'V자형' 회복이냐 'L자형' 침체냐…2분기가 분수령

•   이데일리: P-CBO 내달 발행..비우량 회사채 몰린다

•   Windpower Monthly: Germany's negative price rules bring negative consequences

•   FuelCellsWorks: Extracting Hydrogen from Natural Gas Using Microwave Plasma Technology - FuelCellsWorks

•   KHL: Doosan helps take down pipe bridge

•   KHL: Bobcat dealer ‘resurrects’ rare loader

•   Equipment Journal: Deere's 700L and 750L dozers are built for the modern operator

•   Equipment World: Are contractors willing to buy equipment in the midst of the coronavirus?

•   Equipment World: AEM survey: 91% of construction equipment makers seeing decreased equipment demand due to coronavirus impacts

•   OilPrice.com: Oil Producers Insist On 'No Zero Price' Contracts

•   Verge: Clean energy could get Americans back to work post-pandemic

•   Phone Arena: Massive iPhone 12 leak reveals impressive pricing for 5G iPhones

•   Phone Arena: Apple's 2020 iPhone 12 lineup pictured in beautiful design renders

•   Phone Arena: Samsung Galaxy Note 20 rumor review: 5G, massive camera, no notch?

•   Inside EVs: Tesla Q1 Deliveries And What To Expect In 2020

•   Robot Report: Productive Robotics OB7-Stretch cobot offers longer reach, lighter payload

•   Robot Report: How Siemens designed a disinfection robot in 1 week

•   Robot Report: Realtime Robotics controller aims to simplify industrial robotics deployments

•   Nikkei Asian Review: Japan GDP to shrink 22% in Q2 in biggest postwar drop: forecast

•   Nikkei Asian Review: Japan's retailers and manufacturers hunker down for longer closures

•   Nikkei Asian Review: Toyota and Honda to ramp up China plants to make up lost output

•   Nikkei Asian Review: Japan to secure $9.3bn in capital for coronavirus-threatened SMEs

•   Nikkei Asian Review: Toyota and Canon among companies freeing patents to fight virus

•   Mainichi: BOJ chief hints at emergency meeting to spur corporate financing

•   Economic Times: India Inc's profit, revenue to fall in double-digits in FY21: Crisil

•   Folha de S.Paulo: Supreme Court Justice Suspends Bolsonaro's Federal Police Appointment

•   Folha de S.Paulo: Brazil Has the Highest Rate of Coronavirus Contagion in the World, Says Study

•   Jakarta Post: Only one third of manufacturers still operating: Govt

•   Jakarta Post: Government to offer bonds worth $57.1b until year-end

•   Jakarta Post: 70% of textile companies could go out of business because of COVID-19: Association

•   Jakarta Post: Southeast Asia’s private equity investment slows in 2019, outlook gloomy

•   Jakarta Post: Explainer: What does the oil price crash mean for Indonesia?

•   Jakarta Post: Bank Indonesia buys US$11.2b in govt bonds to support rupiah, financing needs

•   Viet Nam News: Many sectors will recover quickly due to high market demand: experts

•   Myanmar Times: COVID-19 risks inflicting long-term economic pain on Myanmar

[Opinions]

•   Project Syndicate(Jean Pisani-Ferry): Building a Post-Pandemic World Will Not Be Easy

•   Project Syndicate(Simon Johnson, Peter Boone): From Lockdown to Lock-In

•   Project Syndicate(Mark Leonard): Salvaging Globalization

•   Project Syndicate(Bertrand Piccard): Business Leaders Commit to a Clean Economic Recovery

•   Project Syndicate(Sachin Silva, Juergen Braunstein): What Caused the COVID-19 Testing Deficit?

•   FT(Editorial Board): ETFs have proved critics wrong during the crisis

•   FT(Gillian Tett): US stock market rally confuses liquidity with solvency

•   FT(Edward Luce): The golden age of Jared Kushner

•   FT(Martin Sandbu): Rebuilding better after Covid-19, part 1

•   FT(David Gardner): Failure of oil price war may cost Putin dear

•   FT(Chris Giles): Lockdown contraction is not following usual script

•   FT(Jamie Powell): Tesla: taking a step back

•   FT(David Pilling): Africa’s Covid-19 response is a glimpse of how things could be different

•   FT(Claire Jones): To save the eurozone, the ECB must turn back time

•   FT(Lex): US reopening/stocks: dicing with disaster

•   FT(Lex): Tesla: Elon Musk unplugged

•   FT(Lex): Coronavirus vaccine: an epidemic of nationalism

•   NYT(Paul Krugman): Crashing Economy, Rising Stocks: What’s Going On?

•   NYT(David Brooks): Why the Trump Ploy Stopped Working

•   NYT(John M. Barry): Will Warm Weather Slow Coronavirus?

•   NYT(Peter B. Bach, Kent A. Sepkowitz): The Science on Coronavirus Is Topsy-Turvy. That’s Fine.

•   NYT(Carrie McKean): This ‘Big Oil’ Bust Is Killing My Small Town

•   NYT(Keren Landman): Georgia Went First. And It Screwed Up.

•   NYT(Stuart Blume): Get Ready for the Global Fight Over Vaccines

•   NYT(Abiy Ahmed): Why the Global Debt of Poor Nations Must Be Canceled

•   WP(Editorial Board): China has turned to bullying to avoid accountability. It may be working on Europe.

•   WP(Josh Rogin): Bill Gates is wrong. China’s coronavirus coverup is not a ‘distraction.’

•   WP(Tariq Mir): India is using the pandemic to intensify its crackdown in Kashmir

•   WP(Rokhaya Diallo): France is blaming the poor for their own deaths. But look at how it treats them.

•   Bloomberg(Noah Smith): Landlords Shouldn’t Get Away Without a Hit This Time

•   Bloomberg(Narayana Kocherlakota): Maybe the Pandemic Will Never End

•   Bloomberg(Brian Chappatta): Will the Fed’s Bond Buying Be as Powerful as the Idea?

•   Bloomberg(Andy Mukherjee): Modi's India Is Hurting. It Needs a Roosevelt

•   Bloomberg(Liam Denning): Elon Musk and Tesla Bulls Are So Over This Covid-19 Panic

•   Bloomberg(Liam Denning, Brooke Sutherland): All Those Parked 747s Herald Peak Oil Demand

•   Bloomberg(Brooke Sutherland, Brian Chappatta): Boeing and Bond Traders Brace for Junk

•   Bloomberg(Clara Ferreira Marques): Wild Oil Markets Leave Shanghai a Little Dizzy

•   Bloomberg(Ferdinando Giugliano): Christine Lagarde Can't Solve the Covid-19 Crisis

•   Bloomberg(Lionel Laurent): France Tries Next Extraordinary Human Experiment

•   Bloomberg(Jonathan Bernstein): Trump’s Recovery Plan Looks Like a Fantasy

•   Bloomberg(Noah Feldman): Trump’s Coronavirus ‘Orders’ Are Just Suggestions

•   Bloomberg(Andreas Kluth): Why Germany Will Never Be Europe’s Leader

•   Bloomberg(Michael R. Strain): The Many New Indicators of an Epic Job Collapse

•   Bloomberg(Max Nisen): Operation Warp Speed Needs to Waste Money on Vaccines

•   Bloomberg(Gary Shilling): Stock Traders Should Heed the Lessons of the 1930s

•   Bloomberg(Mark Buchanan): It’s 2024, and We’re Still Stuck at Home

•   Bloomberg(James Gibney): The Coronavirus Is Not Trump’s Vietnam

•   Bloomberg(Neil Barofsky): Why the Small-Business Bailout Went to the Big Guys

•   CNBC(Karen Firestone): The market comeback seems callous, but investors are betting on a bright post-crisis future

•   CNN(Kent Sepkowitz): Eye-opening South Korea study on Covid-19

•   MarketWatch(Brett Arends): COVID-19 crisis sparks ‘early retirement’ wave

•   MarketWatch(Pierre Briançon): Economic data results are bad and will get worse. Better get used to it. But what does it mean?

•   MarketWatch(Caroline Baum): Trump’s claims about building the best economy rang hollow even before the virus knocked out the service sectors

•   MarketWatch(Alex `Sandy’ Pentland): How to reopen the U.S. economy and keep workers safe without ‘Big Brother’ watching us

•   MarketWatch(Satyajit Das): Too many investors are failing to grasp that the coronavirus recession may be longer and tougher

•   매경(손정락): 더 늦기 전에 LNG 발전소 표준화 나서야

•   뉴스1(김동규): [기자의눈] 두산중공업을 살려야 하는 이유

Business Intelligence Monitor 200430

(Introduction)

[Markets]

•   Global: Shares jump on coronavirus treatment hopes, oil soars

※   Fed leaves rates near zero, sees virus risks lingering

※   MSCI global stock index up over 2%

※   Gilead: remdesivir trials show improvement for COVID-19 patients

※   Oil posts double-digit gains after US crude storage build slows

※   Wall Street jumps; Alphabet, Boeing gain after results

•   한국: 코스피, 외국인 매수에 사흘째 상승…1,940대 회복

•   Metals: Shanghai zinc jumps to 2-month high on supply tightness

•   Grains: Soybeans firm on demand hopes, wheat eases on Europe rain

[Indicators]

•   US Q1 GDP: U.S. Economy Shrank at Fastest Pace Since 2008

※   YoY 0.5%

•   US Mar. Construction employment: Const. Employment Declines Year-Over-Year

•   US Apr. Engineering and construction cost index : COVID-19 Impact Sends Engineering and Construction Costs Negative for First Time Since November 2016

•   US Benchmark rates: Fed’s Powell Says More Spending Will Be Needed From Congress

•   Fed: Federal Reserve issues FOMC statement

※   WSJ: Parsing the Fed: How the April Statement Changed From March

•   EU Apr. Economic sentiment indicator: European business and consumer confidence craters

•   UK Apr. Manufacturing capacity utilization: UK manufacturing down to lowest capacity utilisation rate on record

•   한국 3월 산업활동동향: '코로나충격' 3월 서비스업 4.4% ↓…"해외發 영향은 내달 반영"

•   한국 3월 주택 인허가: 코로나 덮친 주택시장..3월 전국 인허가 물량 1년새 30% 넘게 급감

•   한국 3월 미분양 주택: 공급절벽 우려에...미분양 아파트 9개월 연속 감소

•   한국 주간 아파트 가격(감정원): 서울 아파트값 5주째 내리막…노원구 10개월 만에 하락

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Explores Emergency-Use Approval for Gilead Drug After Study Found It Helped Recovery From Covid-19

•   WSJ: Boeing to Cut 10% of Workforce as Coronavirus Puts Brakes on Air Travel

•   WSJ: Mnuchin Says U.S. Aims to Get Back Its Money From Fed Programs

•   WSJ: Tesla Posts Third Consecutive Quarterly Profit Despite Coronavirus

•   WSJ: GE Hit by Steep Decline in Jet Engine Business

•   WSJ: Trump Administration Remains Hopeful on China Trade Pact as Doubts Grow

•   WSJ: Newsletter Special Edition: The Expansion Is Over

•   WSJ: Who Would Succeed Kim Jong Un in North Korea? Look to Mount Paektu

•   NYT: Treasury Vows to Recoup Virus Relief Aid Claimed by Big Companies

•   NYT: China Sets Date for Congress, Signaling Coronavirus Is Under Control

•   WP: Second-week crash: Some covid-19 patients become critically ill with little warning

•   WP: Studies leave question of ‘airborne’ coronavirus transmission unanswered

•   WP: Where’s North Korea’s Kim? Let’s see what the satellites say.

•   WP: Trump deciding on oil industry bailout as Saudi supertankers approach Gulf of Mexico

•   FT: Fauci praises remdesivir after data show it speeds recovery

•   FT: Microsoft growth accelerates as virus boosts cloud business

•   FT: Big banks briefly locked out of US small business rescue fund

•   FT: How Asean countries can turn the tide on corruption

•   FT: Indian companies hit back at rule to deter Chinese takeovers

•   FT: European economies show signs of post-lockdown activity

•   FT: Policy response determines plenty

•   FT: Government prepares blueprint for UK’s ‘safe’ return to work

•   FT: US threatens to use nuclear deal clause in fresh Iran sanctions

•   FT: UN warns more than 1bn informal workers face poverty

•   FT: Global job losses rise sharply as coronavirus lockdowns are extended

•   FT: Saudi central bank’s foreign assets fall by most in two decades

•   FT: Investors look to ECB for further stimulus after Italy downgrade

•   FT: EU launches legal action against Poland

•   FT: EU to press Britain on how it will honour Northern Ireland deal

•   FT: US eyes China military as it tightens tech export rules

•   FT: Fitch cuts Italy’s credit rating to one notch above junk

•   FT: Wind power boom under threat as coronavirus hits supply chains

•   FT: Why the oil market is even weaker than you think

•   FT: Northern Italy’s small businesses scrap for survival

•   FT: Democrats worry third-party candidate could help Trump

•   FT: China slowdown puts Xi in political bind

•   Bloomberg: Trump’s ‘Operation Warp Speed’ Aims to Rush Coronavirus Vaccine

•   Bloomberg: The Philippine Peso’s Resilience Is a Risk to the Economy

•   Bloomberg: A Rare Oil-Price Dislocation Gives Asia a Profitable Arbitrage

•   Bloomberg: Traffic Jamming China’s Big Cities Has Energy Demand Rebounding

•   Bloomberg: Taiwan Emerging From Pandemic With a Stronger Hand Against China

•   Bloomberg: Carmakers Go From Shunning Electric Bets to Fueling Tesla Profit

•   Bloomberg: Nations Must Promote ‘Green Recovery’ From Virus, IMF Chief Says

•   Bloomberg: Road From Lockdown to Liberty Is Paved With Economic Trade-Offs

•   Bloomberg: Fiscal Crises Grip U.S., Europe Over Aid to Their Weakest States

•   Bloomberg: China Hands Out Vouchers to Get People Shopping After Lockdown

•   Bloomberg: Investors Shun Indian State Bonds as Lockdown Slashes Revenue

•   Bloomberg: South Africa Cut Deeper Into Junk by S&P as Pandemic Hits Growth

•   Bloomberg: Saudi Oil Flotilla Heading to U.S. to Worsen Port Congestion

•   Bloomberg: Front-Line Food Workers Agonize: Risk Illness on Job or Go Broke

•   Bloomberg: U.S. Factories Low on Inventory Show Reliance on Mexico’s Restart

•   Bloomberg: ECB Action to Save Euro Zone Now Only Delays Future Dilemma

•   Bloomberg: Pompeo Says China Responsible for Outbreak, Must Detail Origin

•   Bloomberg: Saudi's Crown Prince Faces Some Tough Choices

•   Bloomberg: Qualcomm Says China Phone Market Almost Back to Usual Levels

•   Bloomberg: Eskom Shuts Power Plant After Warning Ash Dam May Collapse

•   Bloomberg: VW Joins Auto Peers in Warning of Severe Hit From Pandemic

•   Bloomberg: Modi’s Soaring Popularity Lets Him Forget Pre-Virus India Woes

•   Bloomberg: Emerging Market Central Banks Start Buying Bonds in Risky Shift

•   Reuters: India has 1,000 coronavirus deaths but expert says no exponential rise

•   Reuters: Pompeo says no sight of North Korea's Kim, real risk of famine in country

•   Reuters: Exclusive: Fears rise for illegal South African miners hiding underground in virus lockdown

•   Reuters: Russian metals and mining firms reduce investment, delay divs amid coronavirus

•   CNN: Ford cancels plan to make Lincoln electric vehicle with Rivian

•   CNN: Top US companies say sales are improving in China

•   CNN: Oil demand may never return to peak hit before pandemic

•   CNN: India coronavirus: How does a country of 1.3 billion people have around 1,000 coronavirus deaths?

•   CNBC: Coronavirus: Dr. Scott Gottlieb on vaccine doses ready for fall tests

•   CNBC: US oil firms expected to shut in far more production in May and June

•   CNBC: Moody's downgrades its outlook for several major African banking systems on coronavirus fears

•   CNBC: Huawei reportedly overtakes Qualcomm as China's top semiconductor player

•   CNBC: Tesla delays Semi production and deliveries until 2021

•   MarketWatch: China’s ‘re-opening’ has been rocky. The party line may start to change, this analyst says.

•   Fox Business: Kudlow predicts 'big snapback' from coronavirus pandemic for US economy in second half of year

•   Fox Business: A buyer’s market? Purchase applications rise as states plan economic reopenings

•   Fox Business: Coronavirus unemployment rates increased the most in these U.S. cities

•   SCMP: Controversy follows researchers’ Covid-19 antibody discoveries

•   SCMP: China’s economic woes worsen as legions of migrant workers return home

•   SCMP: Miners have major hopes for a China post-pandemic spending spree

•   SCMP: China risks local government debt surge as it tries to spur economic growth

•   SCMP: US-China decoupling to be accelerated by tightening of tech export controls

•   SCMP: China’s hi-tech hub Shenzhen takes virus hit with record economic drop

•   매경(P1): [단독] SK 전기차 배터리, 中정부 보조금 따내

•   매경: `SK 차이나 인사이더` 결실…`전기차 배터리` 中시장 질주

•   매경: "코로나 재확진은 죽은 바이러스 검출 탓…감염 안시켜"

•   매경: 韓·中 경제교류 재개…기업인 2주격리 안한다

•   매경: 10조 더 푸는 소상공인대출…금리는 두배 올려 年 3~4%

•   매경: `광주형 일자리` 일단 정상궤도…노동계 한달만에 복귀

•   매경: 코로나發 고용절벽…국민연금 가입자 두달새 1만명 `뚝`

•   매경: 1분기 선방한 LG전자, 북미 셧다운에 초긴장

•   매경: `기간산업에 40조 수혈` 산은법 개정안도 촉각…항공사 첫 수혜자 될듯

•   매경: 탈원전·정규직화…公기관 부채 21조 급증

•   매경: SKC 동박사업 KCFT, SK넥실리스로 새출발

•   매경: 코로나로 올해 20조 `폭풍매도`…외국인 5월엔 돌아올까

•   매경: 시세 7.5억<공시가 7.9억…"집값 내려도 세금 더 내라니"

•   매경: 공시가 현실화율 정부 목표는 90%?

•   매경: 대만 6년 걸려 현실화율 80%, 한국은 1년…공시가 `과속` 논란

•   한경(P1): 기류 확 바뀐 HDC현산…범현대家도 "아시아나 포기가 낫다"

•   한경: 위기에 규제 대거 풀었지만…원격의료 허용은 또 미뤘다

•   한경: "한국판 뉴딜은 대규모 토목공사 아닌 디지털 투자"

•   한경: 문 대통령 "위기 거세게 닥쳐오고 있지만…하나의 일자리라도 반드시 지킬 것"

•   서경(P1): 1분기 선방 삼성전자···2분기 실적은 먹구름

※   삼성전자: 2020년 1분기 삼성전자 경영설명회

•   서경: 삼성 "믿을 건 반도체"...올해도 설비투자에 20조 이상 쏜다

•   서경: 적게 팔고 많이 챙긴 삼성폰...2분기 실적은 빨간불

•   서경(P1): '경제버팀목' 무역수지마저 무너졌다

•   서경(P1): 저비용 항공사 추가지원 검토

•   서경: [단독]"비용 줄이자" 포스코 주4일 근무 비상경영

•   조선(P1): 전국민 100만원, 내달 4일부터 순차 지급

•   조선(P1): 언택트 기업들만 코로나에 버텼다

•   조선(P1): 與핵심들 "이익공유제·토지공개념 추진해야"

•   조선: "시장경제에 어긋나… 기업들 해외 탈출 부추길 것"

•   조선: 180석+α 로 '토지공개념 개헌' 밀어붙이나

•   조선: 손님이 직접 와서 개통해야 하는데… 스마트폰은 울상

•   조선비즈: 돈 되는건 다 파는 두산그룹, 건설은 매각하기 어려운 까닭은

•   중앙: “회식은 부장만 원한다”

•   문화(P1): 中企 85% “경제위기 1년 이상 지속될 것”

•   문화(P1): 정부 - 민노총 ‘원포인트 대화’ 한노총도 참여 가닥… 경사노위 사실상 무력화

•   문화: <세종관록>의외였던 홍남기 소신행보… 관가 “뚝심 뒤에 文이 있었네요” 결론

•   경향: 기후변화·미세먼지 주범 “석탄화력발전 멈춰라” [포토뉴스]

•   머니투데이: [현장클릭]고통분담 없는 이해관계자, 두산중공업 회사채 투자자

•   헤럴드경제: 알짜 매물 두산솔루스…‘대기업 고객사’ 가 인수 걸림돌?

•   파이낸셜뉴스(P1): 3차추경에 세제지원까지… 내수살리기 속도전

•   파이낸셜뉴스: ‘코로나 선방’ 한국車, 글로벌 점유율 높였다

•   파이낸셜뉴스: 코로나에, 총선에 밀렸던 분양… 올 최대물량 내달 쏟아진다

•   파이낸셜뉴스: 주산연 "올해 주택투자 20% 감소"

•   아시아경제: 대기업 지원 어디까지…부담스러운 금융권

•   연합: 두산인프라코어 영업이익 1천810억원…코로나에 28% 감소

※   두산인프라코어: 2020년 1분기 기업설명회 자료

•   연합: 제주 대정해상풍력발전, 도의회서 최종 부결…사업 제동

•   뉴스1: 두산밥캣 1분기 영업익 7300만달러…전년比 27.8% 감소

※   두산밥캣: 1Q 기업설명회

•   EBN: 두산 박정원호, 신성장동력 재구축 '특명'

•   오피니언뉴스: 두산, 밥캣을 포기할 수 있을까?...가능성도, 효과도 크지 않아

•   뉴스웨이: [공시]두산중공업, 8000억 규모 단기차입금 증가 결정

•   뉴스투데이: [뉴투분석] 두산중공업에 올인하는 '박정원 구상'은 뭔가

•   더구루: [단독] 두산, '3900억' 中 연료전지사업 추진…CNNC 자회사 '협력'

•   Power Engineering: Volkswagen orders Doosan Škoda steam turbines for Wolfsburg auto plant

•   reNews: EU Industrial Strategy 'lacks role for renewables'

•   reNews: GE Renewable Energy falls deeper into the red

•   reNews: Iberdrola earnings rise on green spending splurge - reNews - Renewable Energy News

•   Renewables Now: Goldwind's Q1 net profit zooms 291.5% Y/Y

•   Equipment Journal: Doosan's ADT line up features new suspension, driveline and cab

•   Equipment World: How location is playing a critical role in the coronavirus impact on construction

•   건설경제: "韓주택시장, 버블붕괴 당시 일본과 달라…가격급락 없을 것"

•   OilPrice.com: Another Big Shale Driller Stops Operations In The Bakken

•   OilPrice.com: Crashing Fuel Demand Leads To Large Loss For This Big U.S. Refiner

•   CNET: Amazon, IBM and Microsoft race to bring global access to quantum computing

•   CNET: Galaxy Fold 2 rumors: August release date, no word yet on price

•   Phone Arena: How will COVID-19 impact the future of the smartphone industry: round table

•   Network World: Supply-chain woes put the brakes on hyperscale data centers

•   Network World: Industrial robots could 'eat metal' to power themselves

•   Robotics & Automation News: The Future of Self-Driving Construction Equipment

•   Robot Report: Cobots save Coty Cosmetics $500,000 per year

•   Inbound Logistics: How IoT Can Optimize Overwhelmed Supply Chains

•   Nikkei Asian Review: Japan to extend state of emergency

•   Nikkei Asian Review: Golden Week tests Japan's loose 'stay home' request

•   Nikkei Asian Review: Singapore and Japan jobless rates show coronavirus pain setting in

•   Nikkei Asian Review: Japan lower house approves 25tn yen extra budget to counter virus

•   Nikkei Asian Review: Japan's small factories and eateries struggle to save jobs from virus

•   Economic Times: Considerable lockdown relaxations in many districts from May 4, says home ministry

•   Livemint: GST collections for April and May set to decline drastically

•   Business Standard: Rating downgrade by Moody's, negative outlook by Fitch likely, warns Nomura

•   Business Standard: Covid-19 fallout: UBS pegs FY21 India growth at -0.4%, a four decade low

•   Folha de S.Paulo: Bolsonaro Brushes off Questions about Mounting Coronavirus Deaths

•   Folha de S.Paulo: Brazil Breaks 24 hour Record for Coronavirus Deaths with 474

•   Jakarta Post: BI injects $32.7b into financial system as rupiah strengthens

•   Viet Nam News: PM allows rice export resumption from May 1

[Opinions]

•   Project Syndicate(Minxin Pei): COVID-19 Is Finishing Off the Sino-American Relationship

•   Project Syndicate(Joschka Fischer): The Virus that Changed the World

•   Project Syndicate(William H. Davidow, Michael S. Malone): Dopamine Capitalism

•   Project Syndicate(Jim O’Neill): Reading the COVID-19 Market

•   Project Syndicate(J. Bradford DeLong): American Carnage

•   Project Syndicate(Christopher Pissarides, Pietro Garibaldi, Espen R. Moen): Lessons from the Economic-Epidemiological Frontier

•   FT(Editorial Board): The dangers of cramped coronavirus hotspots

•   FT(Philip Stephens): Xi and Putin are the big losers from this pandemic

•   FT(Gary Cohn): Coronavirus is speeding up the disappearance of cash

•   FT(Lloyd Green): The American Confederacy is rising again under Trump

•   FT(Baldev Bhinder): Unseen risks of commodity trade finance

•   FT(Sam Fleming): Von der Leyen faces challenge to meet EU budget expectations

•   FT(Daniel Dombey): Spain’s lockdown exit points to new ways of working

•   FT(John Plender): Wave of corporate defaults owes much to foolhardy share buybacks

•   FT(Laurence Fletcher): The hedge fund class of 2020 is more resilient than in 2008

•   WSJ(Walter Russell Mead): Democrats Should Support America’s Oil Industry

•   WSJ(Karl Rove): Biden Leads With His Jaw

•   NYT(Thomas L. Friedman): How Sweden Is Dealing With the Coronavirus

•   NYT(Ioan Grillo): The Specter of Mexico’s Coronavirus Crash

•   NYT(William D. Cohan): Who’s Profiting From the Coronavirus Crisis?

•   NYT(Michelle Cottle): Joe Biden Is Not Hiding. He’s Lurking.

•   NYT(Steven Rattner): The Coronavirus Stimulus Package Is a Mess

•   WP(Paul Waldman): Trump’s latest executive order highlights our inequality crisis

•   WP(Paul Waldman): Nearly 60,000 Americans are dead. The Trump administration says it’s a great success.

•   WP(Randy Maniloff): You Must Wear a Mask—or You May Not

•   WP(Paul S. Atkins): Borrower Beware: Cares Loans Carry a Steep Cost

•   WP(David J. Lynch, Abha Bhattarai): Push to reopen economy runs up against workers and consumers worried about risk

•   WP(Sean Sullivan, Matt Viser, Annie Linskey): Democrats react to Biden assault allegation with pleas for explanation — or with silence

•   WP(Michael Carpenter): Putin has just made two huge mistakes — and his timing couldn’t be worse

•   WP(Nikki Haley): China’s coronavirus actions are just one of many threats it poses

•   Bloomberg(Bill Dudley): Fed Lending Faces a Tough Slog on Main Street

•   Bloomberg(Noah Smith): Trump’s Immigration Lockdown Will Weaken America

•   Bloomberg(Brian Chappatta): Will the Fed’s Bond Buying Be as Powerful as the Idea?

•   Bloomberg(Brian Chappatta): Fed Will Keep Easy Policy Way After Coronavirus Subsides

•   Bloomberg(Liam Denning): Negative Oil Scars Will Linger for Frackers

•   Bloomberg(John Authers): Fear Not, the Stocks Rally Has a Simple Explanation

•   Bloomberg(Marcus Ashworth): The $793 Billion Credit Market Recovery Is on Shaky Ground

•   Bloomberg(Brooke Sutherland): Boeing and GE Stare Down an Aerospace Apocalypse

•   Bloomberg(Anjani Trivedi): A Wave of Bad Loans Could Swallow China's Banks

•   Bloomberg(Ferdinando Giugliano): What Bankers Are Really Worried About

•   Bloomberg(Lionel Laurent): We’ve Lost Time in the Race for a Covid-19 Cure

•   Bloomberg(Hal Brands): China Has No Reason to Make a Deal on Nuclear Weapons

•   Bloomberg(Ramesh Ponnuru):Letting States Declare Bankruptcy Isn't a Dumb Idea

•   Bloomberg(Cass R. Sunstein): The Democrats Are Divided, Just Not in the Way We Think

•   Bloomberg(Max Nisen): What Covid-19’s Second Wave Could Look Like

•   Bloomberg(Tim Culpan): Netflix Binges Are Just Fine With Samsung

•   Bloomberg(Joe Nocera): Lockdown Critics May Have Some Valid Points

•   CNBC(Lord Jitesh Gadhia): Coronavirus UK: Britain needs an economic model for lockdown easing

•   CNBC(Robert Greifeld): Pandemic moves Modern Monetary Theory from the fringes to actual US policy

•   CNN(Jamie Metzl, Andrew Hessel, Hansa Bhargava): The next pandemic could be even worse

•   MarketWatch(Paul Brandus): If Moscow and Riyadh think they can put the U.S. shale industry out of business, they’d better think again

•   MarketWatch(Anne Cafer, Meagen Rosenthal): Coronavirus is ‘a silent disaster’ for rural states in the South

•   MarketWatch(Ariel Maidansky): The future of commercial real estate — the weak get shaken out and the strong take over whole new markets

•   Fox Business(David McIntosh): To kick-start coronavirus recovery economy, our government must do these 3 things: Club for Growth President

•   중앙(이정재): 탈원전 폐기, 지금이 적기다

•   헤럴드경제(이상훈): 로봇