Business Intelligence Monitor 200402

(Introduction)

[Markets]

•   Global: Equities drop as evidence mounts of deep global recession

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 반등 하루만에 3.9% 급락…1,680대로 후퇴

•   한국: 두산重 캐시카우, 두산밥캣 날개 펴나

•   한국: 유동성 긴급수혈에도…CP금리 5년來 최고

•   Grains: Wheat posts steepest drop since August as virus fears slam markets

[Indicators]

•   US·Europe·Asia Mar. Manufacturing PMI: Factories Cut Output, Jobs as Coronavirus Lockdown Bites

•   US Mar. Auto sales: Auto Sales Plummet in First Quarter as Coronavirus Keeps Buyers Away

•   US Mar. Employment: U.S. Nonfarm Private Sector Lost 27,000 Jobs Amid Coronavirus

•   China Mar. Caixin Manufacturing PMI: : Workers Return to China’s Factories, but Coronavirus Hurts Global Demand

•   한국 4분기 전국 주택구입부담지수: 주택구입 부담은 역대 최저인데…

•   한국 3월 무역수지: 수출 최대변수 '코로나19'…이달 선방에도 4월 이후 안갯속

•   한국 3월 완성차 5개사 판매: 車 해외판매 절벽…한국차 21% 급감

※   매경: 3월 車 해외판매 부진은 예고편…2분기부터 본격 뒷걸음질

•   한국 3월 건설기업 경기실사지수: 건설업 체감경기 7년 1개월만에 최저... “금융위기 직전 수준”

•   Japan Q1 Tankan survey: Japan business sentiment plunges to 7-year low, BOJ Tankan shows

•   Japan Mar. Department store sales: Japan dept. store sales plunge in March due to coronavirus outbreak

•   India Mar. Coal India production: Coal India logs 602 mn tonnes output for FY20, misses fiscal target

•   India Mar. GST collections: March GST collections stand at Rs 97,597 crore

•   India Mar. FPIs account: FPI on Dalal Street: Fearful FPIs march out of Indian markets, pull out a record $15.9 billion

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Italy’s Coronavirus Death Toll Is Far Higher Than Reported

•   WSJ: Hospitals, Doctors Feel Financial Squeeze of Coronavirus Crisis

•   WSJ: U.S. Plant Workplaces Emerge as Coronavirus Battlegrounds

•   WSJ: Who’s Hiring and Who’s Firing: How America’s Biggest Companies are Responding to the Coronavirus

•   WSJ: China Asserts Claim to Global Leadership, Mask by Mask

•   WSJ: Trump to Meet With Oil CEOs About Helping Industry

•   WSJ: Pandemic Widens Divide Between Online, Traditional Businesses

•   WSJ: Fed Temporarily Eases Capital Requirements for Big Banks

•   WSJ: Fed's Rosengren Says Americans’ Confidence in Coronavirus Measures Will Determine Economic Damage

•   WSJ: Newsletter: ‘Hell of a Bad Two Weeks’

•   WSJ: Coronavirus Exacts Toll From Business Winners, Too

•   WSJ: Whiting Petroleum Becomes First Major Shale Bankruptcy as Oil Prices Drop

•   WSJ: T-Mobile Absorbs Sprint After Two-Year Battle

•   NYT: Infected but Feeling Fine: The Unwitting Coronavirus Spreaders

•   NYT: Trump Confronts a New Reality Before an Expected Wave of Coronavirus Disease and Death

•   NYT: Why the Global Recession Could Last a Long Time

•   NYT: Bolsonaro, Isolated and Defiant, Dismisses Coronavirus Threat to Brazil

•   NYT: Iran Says U.S. Sanctions Are Taking Lives. U.S. Officials Disagree.

•   NYT: ‘We Are in a Cage:’ Spanish Town Lives Under a Lockdown Within a Lockdown

•   NYT: How ‘Never Bernie’ Voters Threw In With Biden and Changed the Primary

•   NYT: New Hurdles to Coronavirus Stimulus Appear for the Needy

•   NYT: Coronavirus Battle Creates a Global ‘Free-for-All’ to Find Masks

•   WP: Protective gear in national stockpile is nearly depleted, DHS officials say

•   WP: Social distancing works. The earlier the better, California and Washington data show.

•   WP: Florida governor issues coronavirus stay-at-home order after heavy criticism

•   WP: Trump claims Iran or its proxies planning a ‘sneak attack,’ warns of a ‘heavy price’

•   FT: Banks stand to make billions from US small business rescue

•   FT: France proposes EU coronavirus rescue fund

•   FT: Brussels eyes markets to fund €100bn pandemic jobs scheme

•   FT: Germany conducting more than 50,000 coronavirus tests a day

•   FT: Orban attacks EPP leadership as he tightens domestic grip 

•   FT: EU declines to criticise Hungary over move to rule by decree

•   FT: A lengthy economic winter

•   FT: Germany’s biggest department store chain files for creditor protection

•   FT: Job losses in Europe and US hit financial crisis level

•   FT: Argentina postpones debt restructuring deadline

•   FT: Market recovery will unravel as coronavirus fallout mounts, warns Oaktree’s Marks

•   FT: Will Washington put the brakes on USMCA?

•   FT: Coronavirus and historical contractions

•   FT: What coronavirus will mean for Africa

•   FT: Philippines vows to ‘do everything necessary’ to avoid recession

•   FT: How central banks beat back the ‘bond vigilantes’ 

•   FT: Brexit: lost in transition

•   FT: Developing countries scramble for funds to stave off virus impact

•   FT: Coronavirus stokes class friction in Europe

•   FT: Vale warns steel production cuts will hit iron ore prices

•   FT: What coronavirus tests does the world need to track the pandemic?

•   FT: Bolsonaro doubles down on denialism

•   FT: Coronavirus sell-off leaves investors keeping their distance

•   FT: SoftBank pulls out of $3bn WeWork share buyout

•   FT: Will the coronavirus crisis rehabilitate the banks?

•   Bloomberg: China Concealed Extent of Virus Outbreak, U.S. Intelligence Says

•   Bloomberg: The Same Stimulus That Rich Countries Lean On Could Worsen Poor Economies

•   Bloomberg: Fed’s New Repo Measures Followed a $100 Billion Treasury Exodus

•   Bloomberg: Shipping U.S. Oil to China Now Costs Half as Much as the Cargo

•   Bloomberg: China-Focused Hedge Funds Risk a Wave of Redemptions

•   Bloomberg: It Took the Virus for UN Skeptic Pompeo to Embrace Global Ties

•   Bloomberg: China’s Traders Are Cashing Out as Love for Risky Assets Fades

•   Bloomberg: Trigger Pricing Worries Oil Sellers to China in Volatile Market

•   Bloomberg: White-Collar Job Security Exposes Huge Gap With Service Industry

•   Bloomberg: Supercharged Debt Bets Unravel and Expose Wall Street Risks

•   Bloomberg: Goldman Says Shale Might End Up Being a Winner of the Oil War

•   Bloomberg: Goldman’s Joseph Cohen Sees ‘Awful’ Data Before Growth

•   Bloomberg: Stimulus May Be Too Late for Many After 50,000 U.S. Stores Close

•   Bloomberg: Japan Looks to Reinvent Its Cash Handouts for Better Results

•   Bloomberg: Millions of Out-of-Work Americans Chase a Handful of New Jobs

•   Bloomberg: Customer Service? This Economy Isn't Working

•   Bloomberg: Saudi Arabia’s Post-Oil Plan Faces Cuts as Crude Plummets

•   Bloomberg: Five ‘Ps’ That Will Help Determine If the Market Has Bottomed

•   Bloomberg: India’s Budget Under Strain on Day One of New Fiscal Year

•   Bloomberg: Gulf Economies So Hit by Crisis That Rebound May Be L-Shaped

•   Bloomberg: Russia Won’t Boost Oil Output Amid Oversupply, Official Says

•   Bloomberg: South African Wind Industry Queries Eskom Force Majeure Legality

•   Bloomberg: BofA CEO Sees Economy Bouncing Back After Health Crisis Ends

•   Bloomberg: Trudeau’s Fiscal Package Reaches $176 Billion With Latest Steps

•   Bloomberg: German Government Extends Nationwide Lockdown Until April 19

•   Reuters: France passes 4,000 coronavirus deaths

•   Reuters: Chinese county in lockdown after coronavirus cases

•   CNN: What does it mean to be furloughed?

•   CNN: 1.1 million autoworkers are off the job in Europe

•   CNN: China's economy may not grow at all in 2020. That hasn't happened in 44 years

•   CNBC: IMF says coronavirus crisis requires ‘wartime’ policy response

•   CNBC: Trump says he doesn’t know if China underreported coronavirus numbers: ‘I’m not an accountant from China’

•   CNBC: Politicians are already calling for a 4th coronavirus relief plan. Here’s what could be in it

•   CNBC: Oil prices could soon turn negative as the world runs out of places to store crude, analysts warn

•   CNBC: Jobless claims will be huge, but millions more are expected

•   CNBC: Coronavirus could kill more Americans than some wars

•   CNBC: The coronavirus outbreak is a ‘real threat to everyone on the planet,’ WHO official says

•   CNBC: US coronavirus cases top 200,000 as virus spreads and testing ramps up

•   CNBC: US, Italy and Spain have the most coronavirus cases. These charts show their infection curves

•   CNBC: Italy readies more economic stimulus as its coronavirus death toll surpasses 12,000

•   CNBC: Mohamed El-Erian offers plan for investors who want to buy into market

•   CNBC: GOP Sen. Dan Sullivan calls on Saudis to end its oil price war

•   CNBC: U.S. oil industry pumps near record volumes even as demand and prices collapse

•   MarketWatch: These mortgage borrowers will be ‘the first canary in the coal mine’ for a coronavirus-fueled foreclosure crisis, regulator says

•   MarketWatch: Traffic at Walmart, Costco and Target falls for the first time in weeks as coronavirus stockpiling behavior shifts

•   Fox Business: Everything you need to know about the coronavirus stimulus check headed your way

•   Yahoo Finance: Jim Rogers Expects ‘Worst Bear Market in My Lifetime’ in Coming Years

•   SCMP: Chinese military scientists hope to test coronavirus vaccine abroad

•   SCMP: China preps new virus stimulus, but maintains softly-softly approach

•   SCMP: Pandemic triggers ‘radical’ change in global consumer behaviour

•   매경(P1): 소상공인 "긴급대출, 아직도 힘드네요"

•   매경: 은행 가니 소진공 가라하고…신용등급 기준 달라 `뺑뺑이`

•   매경: 세금 낼 돈도 없는데…세금 내야 대출해준다니

•   매경(P1): 재난지원금, 8억대 집 있으면 못받을듯

•   매경: 부동산 포함하면 서울 집주인 절반이상 지원금 못받을듯

•   매경: 홍남기 "SOC·국방예산 등 줄여 7조원 충당"

•   매경: 금융자산 반영 안하면 빚많은 가계는 불이익

•   매경(P1): 日, 결국 한국 등 49개국 입국금지…외교부 "日조치 매우 유감"

•   매경: `금리인하=집값상승` 이번엔 믿지말라…실수요자 급매 노릴만

•   매경: 홍대·강남 상인 "내년 최저임금만은 제발…"

•   매경: 한국노총 `광주형일자리` 걷어차나…현대차 추천이사 경질등 요구

•   매경: 정상 출근해도 비대면…진화하는 스마트워크

•   매경: "불황일수록 인재투자"…고용 늘린 대기업

•   매경: 37% 비싸도 산다…원유 레버리지ETN `묻지마 투자`

•   매경: [Biz Focus] 공포심이 세계경제를 노린다

•   한경: 세계가 놀란 '사재기 없는 한국' 5가지가 있다

•   한경: 한은, 달러 추가 조달 길 열렸지만…"美 Fed 레포 당장은 활용 안한다"

•   한경: 부동산 PF에 13조 대출…증권사 '돈맥경화' 심화

•   한경: 자금조달 꽉 막힌 캐피털사 위기감…"10조 채권안정펀드가 숨통 틔워줘야"

•   한경: HDC현산, 아시아나 증자 연기…업황 악화에 인수 '안갯속'

•   한경: 삼성 '괴물 스펙' 갤S20 울트라 한정 판매

•   한경: 3월 개미는 삼성전자, 外人은 셀트리온 샀다

•   한경: 강남 집값 혼조세…'불안한 집주인' 가격 낮추고, 현금부자 "비싸도 산다"

•   한경: 코로나 장기화 땐 해외 건설현장 인력수급 '비상'

•   한경: '한국형 스마트시티' 해외서 인기

•   서경(P1): ‘삼성전자 매매, 가족회의 할판’···3억 양도세에 '동학개미' 불만폭주

•   서경: "稅폭탄 피하자" 매도폭탄 우려...증시 버팀목 내쫓는 꼴

•   서경: 김병욱 "대주주 요건 3억원 1년 유예 필요...정부가 결심만 하면돼"

•   서경: [3억 대주주 기준 논란]정부, 변경계획 없다지만...상반기내 검토 나설 듯

•   서경(P1): 상장사 순익 1년새 60조 급감

•   서경: 코스피 상장사, 매출 제자리인데...영업이익률 1년새 8%→5% 뚝

•   서경: 코스닥 상장사, 영업익 늘었지만 순익 10%↓..."올해도 장담 못해"

•   서경: [시그널] 상장사 자산 손상 13조 역대 최대···영업환경 악화에 더 늘듯

•   서경: [시그널] 산은, 5,000억 아시아나항공 영구채 출자전환할까

•   서경: [단독]산은, 두산그룹 전체 ‘구조본’으로 이관

•   서경: 코로나로 화웨이 울 때 샤오미는 선방

•   서경: [단독] "코로나에 경제위기 현실화" 기아차 노조 잔업TFT 중단

•   서경: AI로 분석...코로나 환자 폐렴 중증도 판별 쉬워진다

•   서경: 中 전기차 보조금 2년 연장··· 국내 배터리 업계 영향은?

•   조선(P1): 의무격리 첫날… "입국자 절반, 자가용 탄다며 공항서 사라져"

•   조선: 일부 입국자, KTX역서 일반 승객과 뒤섞여 식사

•   조선: 빚에 쫓겨 경매나온 공장, 7배 폭증

•   조선: 이 위기에 반짝이는 반도체… 너만 믿는다

•   조선: 서울 집값 때려잡으니… 인천·경기가 펄쩍 펄쩍

•   조선: 대기업들, 작년 투자 11조 줄였다

•   조선비즈: 위기의 두산重, 돌파구 찾을까…리더십 안보이는 두산家 4세 CEO

•   조선비즈: 코로나 암초 만난 韓 전기차 배터리…올해 신규 수주 '비상'

•   조선비즈: 전경련 "신규 채용 차질 없도록 노력해달라" 대기업 회원사에 공문

•   조선비즈: 궁지에 몰린 화웨이, 美 제재하면 삼성 반도체 쓰면 된다고 했지만

•   인베스트조선: 돌아온 채권시장안정펀드, 시장 안정화에 한몫할까?

•   인베스트조선: 4월 코스닥 메자닌 '충격' 우려...P-CBO가 막을 수 있을까

•   인베스트조선: '1조원 긴급 수혈' 하지만…끝나지 않은 두산重 신용 리스크

•   중앙: 한은 기준금리 0.5%P나 내렸는데…주택담보대출 금리가 왜 올랐지

•   중앙: 차·철강·정유 후진, 배터리·게임 약진…시총 ‘대지진’

•   중앙: 6월 말까지 신차 뽑으면 세금 최대 143만원 덜 내

•   문화(P1): 단말기유통점 4200억 긴급지원… 대기업 면세점도 임대료 감면

•   문화: 생산 차질·판매 뚝… 디스플레이, 코로나 충격파

•   한국(P1): “그만두래요” 해고 벼랑 맨 앞 떠밀린 취약층

•   한국(P1): 한미 방위비 협상 타결 초읽기... 분담금 年 1조1000억원 이상 될 듯

•   머니투데이(P1): 서울시, 친환경차 전략 수소전기차에 방점…산업차량도 수소전기차로 전환

•   머니투데이(P1): '삼성전자에 몰빵' 동학개미…증시에 온기 안돈다

•   머니투데이: "요새 왜 주식 사냐고요? 부자되기 싫은 사람도 있어요?"

•   머니투데이: 코오롱인더스트리에 대통령이 간 이유…어떻게 '위기극복 상징' 됐나?

•   헤럴드경제(P1): 대기업 줄줄이 신용 강등…자금 조달 초비상

•   헤럴드경제: 정책자금 50조 방출…기업들 ‘외면’ 왜?

•   헤럴드경제: “지방, 쏟아지는 매물에 잠도 안 와…IMF 때도 이러진 않았다”

•   헤럴드경제: “위기 이후 대비”…재계 해외R&D 강화

•   헤럴드경제: ‘해외 실적 악화’ 5개 건설사…작년 정직원 500명 줄었다

•   헤럴드경제: 10명 중 1명 5G …속도는 퀵퀵 변화는 슬로

•   파이낸셜뉴스: 자동차업계 자금 유동성 심화… 협력업체까지 줄도산 위기

•   파이낸셜뉴스: 채권단 "두산重 자구안, 아시아나 매각 수준 노력 보여줘야"

•   아시아경제: '원재료 폭락' 역발상 기회‥재고 쌓는 전기차 배터리 기업

•   아시아경제: '좀비기업' 코로나發 은행 부실 뇌관될까

•   아시아경제: 꽁꽁 얼어붙은 서울 부동산…중개사들 "거래절벽"

•   디지털타임스(P1): 쪼그라든 매출… 골목상권의 `비명`

•   이데일리: 수익성 나빠지는 정유사…원가 절감 기대하는 석유화학사

•   이데일리: 정부, 수소경제 실생활 접목…수소시범도시 타지역 확산 논의

•   연합: 국책-시중은행, 두산중공업·제주항공 지원에 온도차

•   뉴스핌: [리포트 브리핑]두산밥캣, '어렵되 얼마나일지 모를 상반기' 목표가 30,000원 - 하이투자증권

•   뉴스1: 코로나 여파에 멈춘 中 전기차 배터리…韓 3사에 어떤 영향 줄까

•   이투데이: '디자인'을 지배하는 자가 '폴더블폰'을 지배한다

•   이투데이: ‘매각설’ 두산건설, 원매자는 누가될까?

•   이투데이: 코로나19에도 1000억원 대 이익 낸 두산밥캣...2분기가 변수

•   비즈니스포스트: 대형건설사 중흥건설 꿈꾸는 정창선, 두산건설 인수 나설지 시선몰려

•   비즈니스포스트: 두산인프라코어, 중국 굴삭기시장 회복으로 2분기 실적개선 가능

•   CEO스코어데일리: 서부·남부발전, 수 천억원대 사채 발행...차환 및 운영자금 용도

•   세계비즈: ‘청약미달’ 공포 확산 … 건설업계 “이러다 두산 꼴 날라”

•   미디어펜: 문재인 정부, 코로나는 두산중공업 눈물 닦을 탈원전 철회 기회

•   폴리뉴스: 환경단체“산은·수은 긴급대출, 인니 석탄발전에 들어가나?”…두중 속앓이만

•   뉴스톱: 두산중공업 경영위기, 정부의 탈원전 정책 탓으로 몰아가기

•   WNN: Russia drafts strategy for low-carbon development

•   reNews: Germany 'closes in' on 2020 renewables goal

•   Renewables Now: Vestas' Q1 announced order intake slips to 2 GW

•   Windpower Monthly: WindEconomics: Wind share could rise to 35% of global electricity production by 2050

•   에너지경제: 천연가스, 세계 에너지전환·탈탄소화 '중심축'

•   KHL: North America’s top contractors aim to minimise exposure to coronavirus

•   Equipment World: Are construction equipment dealers “essential” in the coronavirus fight?

•   Equipment World: Covid-19 significantly impacting 60% of European construction equipment industry

•   Industrial Vehicle Technology: EV growth and its impact on the automotive supply chain

•   건설경제: 코스피 상장 건설사 매출·영업이익 뒷걸음질

•   건설경제: 코스닥 건설업종, 영업이익 감소 “순이익은 전년의 반토막”

•   OilPrice.com: Supermajor Bails On Shale As Oil Price War Weighs

•   OilPrice.com: Oil And Fuel Demand Set To Plummet In April

•   OilPrice.com: Price War Or Not, Mexico Won’t Cut Oil Production

•   OilPrice.com: Why EVs Are Greener Than Gasoline And Diesel Powered Vehicles

•   MINING.com: How to make solar panels last longer

•   CNET: Coronavirus may permanently change how we buy our food

•   CNET: 5G iPhone should be ready by fall despite coronavirus, Foxconn reportedly says

•   CNET: Best drone for 2020

•   CNET: Samsung Galaxy S20 buyback scheme gets you half your money back

•   전자신문: [이슈분석] 메모리 초미세공정 'EUV'로 퀀텀점프

•   전자신문: [이슈분석] D램 EUV 포토레지스트 공급은 누가 맡나…JSR·TOK·듀폰 등 거론

•   전자신문: 화웨이 5G, 글로벌 시장-기술 싹쓸이

•   전자신문: [기획]화웨이, 2019년 매출·순이익 모두 늘어

•   전자신문: [기획]기술경쟁력 원천은 R&D...10년간 100조 이상 투자

•   전자신문: 두산그룹, IMF급 구조조정 검토

※   삼정회계법인·맥킨지에 컨설팅 의뢰

•   Phone Arena: Possible Samsung Galaxy Note 20+ benchmark reveals a completely unexpected compromise

•   Phone Arena: Apple could purposely try to steal OnePlus' thunder this month

•   Inside EVs: In February 2020, Plug-In EV Car Sales In Europe Doubled Again

•   Inside EVs: China Extends New Energy Vehicle Rebate For Two Years

•   Robotics Tomorrow: How do Exoskeletons Impact the Workplace?

•   로봇신문: 중국 '스마트 로봇' 프로젝트 등 '국가중점연구개발계획' 추진

•   로봇신문: 코로나19 여파...올 1~2월 中 산업용 로봇 생산량 하락

•   Inbound Logistics: Is Your Supply Chain Resilient? How Manufacturers Can Map Dependencies and Minimize Risk During COVID-19

•   Nikkei Asian Review: Fujifilm starts clinical trial on Avigan for coronavirus

•   Nikkei Asian Review: Japan's pension giant suffers record $166bn quarterly loss: Nomura

•   Nikkei Asian Review: Japan bans entry from US in expanded travel restrictions

•   Mainichi: Virus outbreak hits supply chains for Japan firms in India, SE Asia

•   Mainichi: Subaru to temporarily halt all global output due to coronavirus

•   Economic Times: Covid-19 impact may set India's smartphone production back by four years

•   Economic Times: Growth in global IT spending may fall by 2020-end but presents opportunities: IDC

•   Folha de S.Paulo: Brazil Has 42 New Deaths from Coronavirus, and The Total Number of Deaths Is 201

•   Folha de S.Paulo: Bolsonaro Says Brazil's Mission Is to Save Lives without Losing Jobs in Televised Public Address - 01/04/2020 - Brazil - Folha

•   Moscow Times: Russia Reserves $18B to Counter Coronavirus Crisis

•   Moscow Times: 90% of Moscow Restaurants Could Go Bust, Industry Warns

•   Jakarta Post: Explainer: BI to throw lifeline to Indonesia’s economy to fight COVID-19

•   Jakarta Post: Indonesia braces for recession, activates crisis protocol

•   Jakarta Post: Government redirects state capital injections as COVID-19 hits businesses

•   Jakarta Post: Government allocates $209m for electricity discounts

•   Jakarta Post: Rupiah may slide to Rp 20,000 per US dollar in worst-case scenario

•   Jakarta Post: BI sees signs of slowing capital outflow as stimulus packages calm markets

•   Jakarta Post: Indonesia’s COVID-19 stimulus playbook explained

•   Jakarta Post: Indonesia’s economy may contract 0.4% in worst case scenario: Sri Mulyani

•   Viet Nam News: Honda Vietnam suspends production due to COVID-19

•   Viet Nam News: Banks asked to cut lending rates to mitigate Covid 19 pandemic

•   Viet Nam News: Which businesses will remain open during national social distancing?

•   Myanmar Times: Worker unions in Myanmar to campaign for factory closures, full wages in April

[Opinions]

•   Project Syndicate(Thanawat Tiensin, Agnes Kalibata, Martin Cole): Ensuring Food Security in the Era of COVID-19

•   Project Syndicate(Joschka Fischer): The Politics of the Pandemic

•   Project Syndicate(Lee Howell): Boosting Resilience to COVID-19

•   Project Syndicate(Ngozi Okonjo-Iweala): Ebola Lessons for Fighting COVID-19

•   FT(Janan Ganesh): Covid-19 reveals the dread of a ‘non-polar’ world

•   FT(Gillian Tett): Why wearing masks may be the way forward

•   FT(David Gardner): Sanctions on Iran must be relaxed in the crisis

•   FT(Robin Wigglesworth): In the coronavirus crisis investors cannot rely on the old playbooks

•   FT(David Pilling): Lockdown could be worse than disease in poor countries

•   FT(Andrew Edgecliffe-Johnson): Buybacks are no longer enough to woo investors

•   FT(Antoine Halff): Saudi-Russia oil war is a game theory masterstroke

•   FT(David Stevenson): Are ESG and sustainability the new alpha mantra?

•   FT(Lex): Oil tankers: the incredible hulks

•   WSJ(Holman W. Jenkins, Jr.): Should You Get Covid-19?

•   WSJ(Walter Russell Mead): The Trump-Russia Showdown Over Oil

•   WSJ(Rick Kline Jr.): Manufacturers Are Already Fighting Coronavirus

•   NYT(Paul Krugman): Notes on the Coronacoma (Wonkish)

•   NYT(Thomas L. Friedman): With the Coronavirus, It’s Again Trump vs. Mother Nature

•   NYT(David Leonhardt): The Mask Fiasco

•   NYT(Thomas B. Edsall): Covid-19 Is Twisting 2020 Beyond All Recognition

•   NYT(E. Tammy Kim): How South Korea Solved Its Face Mask Shortage

•   NYT(Joshua D. Rabinowitz, Caroline R. Bartman): High-Dose Coronavirus Infections Should Worry Us More

•   NYT(Gianpaolo Baiocchi, H. Jacob Carlson): The Case for a Rent Moratorium

•   NYT(Daniel F. Becker, James Gerstenzang): Climate Progress Stalls Again, Thanks to Trump’s New Auto Rules

•   WP(Bill Gates): Here’s how to make up for lost time on covid-19

•   WP(Editorial Board): Viktor Orban uses the coronavirus to seize power in Hungary

•   WP(Robert J. Samuelson): Our economy may be sliding toward a depression

•   WP(David Ignatius): The U.S. needs to know what went wrong

•   WP(E.J. Dionne Jr.):Overestimating Trump is a mistake. So is underestimating him.

•   WP(Megan McArdle): Covid-19 is going to do to businesses what it has done to people

•   WP(Sergio Peçanha): The impact of the coronavirus pandemic on businesses in one D.C. block

•   Bloomberg(Mohamed A. El-Erian): Markets Can’t Ignore These Four Crucial Uncertainties

•   Bloomberg(Bill Dudley): Whom the Fed Should and Shouldn’t Rescue

•   Bloomberg(David Fickling): Don't Expect a Crisis to Be Good for Gold

•   Bloomberg(Mihir Sharma): Coronavirus Exposes India’s Official Callousness

•   Bloomberg(Brian Chappatta): New York’s MTA Leverages Crisis to Pitch for Long-Term Aid

•   Bloomberg(Aaron Brown): Pension Funds Will Take a Big Coronavirus Hit

•   Bloomberg(Barry Ritholtz): Maybe the Coronavirus Didn’t End the Bull Market

•   Bloomberg(Marcus Ashworth): The Financial Market’s Stress Is All About the Dollar

•   Bloomberg(Marcus Ashworth): Britain Is Going on a Massive Debt Spree

•   Bloomberg(Robert Burgess): Do You Really Want to Bet Against Howard Marks?

•   Bloomberg(Anjani Trivedi): Auto ABS Will Lose Out as Virus Forces Choice Between Homes, Cars

•   Bloomberg(Ferdinando Giugliano): We May Be Underestimating the Coronavirus Death Toll

•   Bloomberg(Jonathan Bernstein): Trump May Finally Get His Infrastructure Bill

•   Bloomberg(James Stavridis): Coronavirus and a New U.S. Plan May Finally Topple Maduro

•   Bloomberg(Michael R. Strain): How to Make Sure the Small-Business Bailout Works

•   Bloomberg(Nir Kaissar): 240,000 U.S. Virus Deaths Don't Have to Happen

•   Bloomberg(Adam Minter): As the Virus Worsens, Garment Workers Get the Shaft

•   Bloomberg(Isabelle Mateos y Lago, Terrence Keeley): Central Banks Can Do More to Calm Markets

•   Bloomberg(Satyajit Das): If the Virus Hadn’t Caused the Crash, Something Else Would Have

•   Bloomberg(Ellen R. Wald): For Saudi Arabia and Oil, April May Be the Cruelest Month

•   Bloomberg(Nisid Hajari): India’s Grim Coronavirus Exodus Has Some Ugly Echoes

•   CNN(Joseph E. Stiglitz): The relief package turned out better than I thought it would

•   CNN(Kent Sepkowitz): What happens in the 4th wave of the Covid-19 pandemic

•   CNN(Mary E. Lovely): What Trump can do now to rescue America's factories and farms

•   MarketWatch(Rex Nutting): Audaciously, Trump is running for re-election as the Hero of the Coronavirus War

•   MarketWatch(Pierre Briançon): Don’t count on your usual economic numbers and forecasts to guide you through the coronavirus slump

•   MarketWatch(Sim Tack): Putin could have another 16 years as president to re-establish Russia as a great power in the world

•   Inside EVs(EVANNEX): GM & Ford Commit To An Electric Future: Will It Actually Happen?