[Markets]
• Oil: Oil drops 9% following a record surge last week, as OPEC meeting on a production cut is delayed
[Indicators]
• Global Feb. EV sales: Global Plug-In Electric Car Sales Increased In February 2020
• US Mar. Employment: U.S. Employers Cut 701,000 Jobs in March
• US Mar. Service PMI: U.S. Service-Sector Index Suffers Record Decline
• US Q1 GDP Nowcast: Apr 03, 2020: New York Fed Staff Nowcast
• Eurozone Mar. PMI: Economic activity crashes across Europe after coronavirus lockdowns
• UK Mar. PMI: UK business activity collapses as global crunch intensifies
• 한국 주간 KB 주택시장 동향: 강남3구 2주째 하락… 호가 내린 급매물도 등장
• MENA Mar. PMI: Biggest Arab Economies Hit by Virus With Record Declines in Gulf
• Coronavirus: SCMP Live Updates
[News]
• WP: Inside the coronavirus testing failure: Alarm and dismay among the scientists who sought to help
• WP: Trump assures U.S. oil companies hit by coronavirus pandemic and Russia, Saudi Arabia price war
• Bloomberg: Global Hotspots Go Quiet But Don't Go Away
• Bloomberg: Climate and Pandemic Models Speak Louder Than Words
• Reuters: Iran's Rouhani says low-risk economic activities to resume from April 11 amid coronavirus
• CNBC: Coronavirus pandemic economic fallout ‘way worse than the global financial crisis,’ IMF chief says
• CNBC: The stimulus boost has passed and now the stock market is focused solely on virus developments
• MarketWatch: Should all Americans be wearing face masks to protect against coronavirus? The CDC now says yes
• MarketWatch: Stock market is headed for choppy waters amid worries that a return to normal will elude the U.S. economy
• Fox News: Larry Kudlow on March job losses: Coronavirus caused temporary interruption of a 'very prosperous' economy
• Fox Business: Coronavirus catapulting US into deepest recession since WW2
• Global Times: China’s domestic tourism picks up during the Qingming Festival
• Global Times: China still needs to hold onto US Treasuries
• Global Times: China's critical local COVID19 cases drop below 300, confirmed local cases below 700
• 매경(P1): 국내 코로나 확진자 74일만에 1만명 넘어…전세계는 103만명
• 매경(P1): 3월 건보료 23만7652원 이하에 재난지원
• 매경(P1): 기재부 "기간산업 지원대책 추진"…대형 항공사에도 자금투입할 듯
• 매경: 中 전기차 보조금 2년 연장…LG화학 빛보나
• 매경: 삼성 8K TV, 인공지능 활용해 초고화질로
• 매경: 실적발표 앞둔 삼성전자, 2분기가 더 걱정
• 매경: 현금곳간 채우는 기업들…107조 `역대 최고
• 매경(P1): [단독] 가계 신용대출, 만기연장·이자유예
• 매경(P1): 소상공인에 20조원 풀었는데 기존대출 연장 많고 신규 적어
• 매경: 고용절벽에도 배달 일자리는 늘었네
• 매경: 7조 재난지원금 추경안, 이르면 금주 제출
• 매경: 인프라코어·밥캣, 두산重과 분리하나
• 한경(P1): M&A·투자 올스톱…사모펀드 업계도 '찬바람'
• 한경(P1): "무차별 돈살포 안돼…경제 기저질환부터 고쳐라"
• 한경(P1): 삼성전자 美 세탁기 공장도 셧다운
• 한경: '재무·영업통' 기업, 폭락장서 되레 올랐다
※ '알트만 모델'로 분석
• 한경(P1): '벼랑 끝' 항공사에 2兆 지원 검토
• 한경(P1): 실업대란 조짐…로펌에 휴직·해고 문의 폭주
• 한경(P1): 코로나 이후…개인 삶, 기업 경영, 정부 역할 다 바뀐다
• 한경: 실직 쏟아지는데…통계 못쫓아가는 한국
• 한경: '동학개미'가 국내 경기 반등 이끈다?
• 한경: 강남 3구 전세거래 40% 줄었다
• 서경(P1): [토요워치]코로나의 그림자···일회용품 '환경재앙' 온다
• 서경(P1): [단독] 마힌드라 "쌍용차 독자 생존하라"
• 서경: 코로나에···현대重·대우조선 결합심사 제동
• 서경(P1): [이슈&워치] 與 '종부세 감면' 변죽 그만, 공식입장 밝혀야
• 서경(P1): 돈 급한데···특례보증 신청기업 40% '아직 심사중'
• 서경(P1): 쌍용차 생사기로···산은, 조만간 입장 발표
• 서경: 현대·기아차, 中서 'V자 반등' 올라타나
• 서경: 코로나에···파운드리 로드맵 '난기류'
• 서경: 경쟁력 앞세워 위기속에도 빛난 공유모델
• 조선(P1): 총선 직전, 한전공대 설립 인가
• 조선(P1): 美 최신 '킬러 드론' 연내 주한미군 배치
• 조선(P1): 방역망 비웃는 자가격리 파괴자들
• 조선: 2주일 동안 계산기만 두드린 채권안정펀드
• 조선비즈: 투기판 된 원유 ETN 시장… 규제수단 없어 계속 방치
• 동아: 빚더미 자영업자… 채무불이행 3만6000명
• 문화(P1): 의사 첫 사망… 대구 확진 45일만에 한자릿수
• 문화: “올해 3차추경땐 48년만에 처음”
• 문화: 中시장 휘청… 對中수출 더 큰 충격 온다
• 한국(P1): 정의선의 ‘代 이은 역발상’… 코로나 위기 속 공장 풀가동
• 한국(P1): ‘긴급’ 무색한 재난지원금... 정부가 약속한 5월 지급도 불투명
• 한겨레(P1): 트럼프 “더 받아내라”…방위비협상 막판 진통
• 머니투데이(P1): 무역국가 한국이 멈췄다…항공·해운·정유 SOS
• 머니투데이: 건설업계 '벌점제 강화' 극렬 반대… 2차 탄원서까지 제출
• 머니투데이: 3.2조 실탄 장전한 증안펀드, 9일 출범
• 머니투데이: 회복장에 인버스 '올인'?…사분오열하는 '동학개미'
• 헤럴드경제: [혼돈의 주택시장] “믿을 건 새 아파트”…청약시장은 활활
• 헤럴드경제: 채권단, 두산 오너家 ‘사재출연’ 압박
• 헤럴드경제: 유가하락에도 웃지 못하는 한전…역대급 저평가
• 헤럴드경제: 집 규제 강할수록…전세·월세만 뛴다
• 헤럴드경제: “코로나 탓, 올 지방세수 3조 줄어들듯”
• 파이낸셜뉴스: 주가 걸림돌 사라졌지만… 삼성전자, 실적 악화에 목표가는↓
• 파이낸셜뉴스(P1): 금융대책서 빠진 PF 유동화증권 '부실 뇌관' 될까
• 파이낸셜뉴스(P1): '구직난'이라는데… 해외 일손 끊긴 농어촌은 '구인난' [코로나19 경제 비상]
• 파이낸셜뉴스(P1): 자영업 자금난 특단대책… LTV도 손댄다 [코로나19 LTV 완화로 대출 숨통]
• 파이낸셜뉴스: 개미군단 필승 전략은 장기투자… "못참고 던지면 부메랑"
• 파이낸셜뉴스: 외국인도 '코로나 쓴맛'… 순매수 상위 10종목 평균 5.32% 손실
• 파이낸셜뉴스: 신규 증권계좌 개설 지난달에만 130만개
• 파이낸셜뉴스: LG전자, 그룹 車 전장사업 이끈다
• 파이낸셜뉴스: 경기도민, 이르면 11일부터 ‘재난기본소득’ 지급받는다
• 파이낸셜뉴스: 중기부, 소부장 스타트업 20곳 발굴 추진
※ 현대중공업, 효성, 포스코, 두산 등 기존 소재·부품 대기업을 비롯해 바이오 분야 스타트업을 위해 로레알, 녹십자, 이니스프리 등도 혁신적 스타트업 육성에 참여
• 파이낸셜뉴스: 서귀포시 대정 해상풍력발전 8년째 표류중 [fn패트롤]
• 아시아경제: 코로나에 몸사리는 기업들, IPO 실종
• 아시아경제: 12·16 이후…6억 이하 아파트 '쏠림현상'
• 디지털타임스(P1): [코로나 긴급설문] 84% “경제 大위기”… 올해 ‘마이너스 성장률’까지
• 디지털타임스(P1): 수출 내리막길… 주력 품목 전년比 7.8% 감소할 듯
• 이데일리(P1): [단독]`코로나19 자가격리 지원` 공유숙박, 서울서 첫선 보인다
• 이데일리: 中굴착기 시장 회복세… 건설기계업계 '수익성 강화' 주력
• 이데일리: 스마트폰업계, 5G·중저가로 '보릿고개' 넘는다
• 이데일리: 역대 감염병 이후 ‘V자형’ 반등…이번엔 다르다
• 이데일리: 외국인 韓 증시 탈출 행렬…"코로나19 이후가 더 문제"
• 뉴스1: 韓·日 수소패권 경쟁…현대차 상용차로 中 공략 채비
• 뉴스토마토: LG화학-SK이노 소송, 국내서도 다음달부터 시작
• 이투데이: 건설업계 M&A, 코로나로 시계제로
• 이투데이: “유가 하락, 신재생에너지 투자에 영향 미미”-IBK투자
• 아주경제: 두산그룹 살릴 두산건설 매각 실현 가능성은
• 비즈니스포스트: 발전공기업, 석탄발전의 LNG발전 대체로 인력 줄이기 발등에 불
• 비즈니스포스트: 한국전력, 새 전력수급계획에서 신재생에너지 비중 높아져 갈수록 부담
• 아시아투데이: [단독] ‘1조 수혈’ 두산중공업, 올해 승진 인사도 미뤘다
• 팍스넷뉴스: [위기의 두산중공업] 차입금 상환능력은
• 서울이코노미뉴스: '족벌경영' 두산 '연쇄도산' 위기...4세 경영 '박정원 리더십' 실종
• reNews: Toyota motors into renewables
• Renewables Now: Virus crisis could hit over 2 GW of US utility-scale solar
• Renewables Now: WoodMac says 2020 energy storage installs will be lower than expected
• 에너지경제: 국제 천연가스 가격 사상 최저치...국내 도시가스 요금 영향은
• 에너지데일리: 석탄화력 수출 어떻하나… 깊어가는 일본의 고민
• Equipment World: Survey: 35% of contractors seeing project backlog decreases as coronavirus impact grows
• Equipment World: Bobcat names 16 to group of highest-performing dealers
• 건설경제: “정부주도 에너지전환 정책 한계…지역 역할 강화해야”
• OilPrice.com: Battery Metals Take A Hit As China’s EV Boom Grinds To A Halt
• OilPrice.com: IEA: OPEC Can’t Save The Oil Market
• OilPrice.com: IEA: Oil Price Collapse Could Leave 50 Million Jobless
• OilPrice.com: Petrobras Boss: Coronavirus Far Outweighs OPEC+ Deal
• OilPrice.com: OPEC Invites U.S. Oil Official To Production Cut Meeting
• OilPrice.com: Mnuchin: Struggling Shale Firms Should Seek Help From The Fed
• MINING.com: Scientists develop organic battery
• 전자신문: 5G 장비의 봄…2분기 글로벌 수주 '훈풍'
• 전자신문: 한전-두산중공업, 4조 카타르 담수복합발전소 수주 포기
• 전자신문: 산업부, 7월까지 에너지산업 융복합단지 추가지정
• ZDNet Korea: '삼성 쑤저우 생산라인'에 군침 삼키는 중국
• 디지털데일리: LTE 없는 단독 5G가 온다
• Inside EVs: Tesla Production And Deliveries Graphed Through Q1 2020
• Robotics Business Review: 8 noteworthy lifting and mast robots and applications
• 로봇신문: 구글, 사람을 피해 이동하는 AI로봇 내비게이션 개발
• 로봇신문: 진단 해주고 약도 처방...中 의료 로봇 운영
• Nikkei Asian Review: Falling commodity prices deal blow to Asia's oil and metals companies
• Nikkei Asian Review: Toyota halts Japan production as carmakers slam on the brakes
• Nikkei Asian Review: Japan to provide 300,000 yen to cushion against coronavirus income loss
• Nikkei Asian Review: Abe seen declaring coronavirus emergency for Japan soon
• Nikkei Asian Review: Fujifilm unit to launch new coronavirus testing kit
• Nikkei Asian Review: Coronavirus hits hiring in Japan's crucial manufacturing sector
• Nikkei Asian Review: Tokyo governor says lockdown in Japan is 'impossible'
• Nikkei Asian Review: Japan's key sectors prepare for virus emergency
• Nikkei Asian Review: Tokyo confirms record 143 new coronavirus infections
• Nikkei Asian Review: 'When will this end?' On the front lines of Japan's coronavirus fight
• Nikkei Asian Review: Japan aims to triple Avigan stockpile with government help
• Nikkei Asian Review: Japan cities quiet for 2nd weekend as governors urge staying home
• Economic Times: Discoms can't invoke force majeure: Gencos
• Economic Times: Coronavirus attack to slow down IT growth
• Economic Times: World Bank approves $1 billion aid to India to fight Covid-19
• Economic Times: Indian smartphone industry may take $2 bn hit from coronavirus: Counterpoint Research
• Economic Times: Coronavirus supply chain shock will have negative impact on Indian auto component sector
• Economic Times: No, the Grid won't collapse at 9 pm. Keep calm and stay safe
• Hindustan Times: India Inc awaits fiscal push from Centre to keep afloat - india news - Hindustan Times
• Jakarta Post: State firms to focus on ‘slimming down’ while avoiding layoffs
• Jakarta Post: Indonesia to electrify 433 remote eastern villages
• Jakarta Post: 70 million informal workers most vulnerable during pandemic
• Jakarta Post: World Bank to roll out $160b emergency aid over 15 months
• Jakarta Post: House, govt to deliberate problematic bills despite COVID-19 pandemic, protests - Politics - The Jakarta Post
• Viet Nam News: Real estate market has lowest transaction volume in Q1: VARS
• Viet Nam News: Real estate companies lose trillions of đồng due to COVID-19
• Myanmar Times: Myanmar to face power shortages as emergency plants miss deadlines
• Myanmar Times: Myanmar temporarily suspends rice export permits
[Opinions]
• Project Syndicate(Tracy Wen Liu): Witnessing Wuhan
• Project Syndicate(Keyu Jin): Is This China’s Global Leadership Moment?
• Project Syndicate(Ana Palacio): Can Liberal Democracy Survive COVID-19?
• Project Syndicate(Dalia Marin): How COVID-19 Is Transforming Manufacturing
• Project Syndicate(Alexander Friedman, Charles C. Krulak): What Trump Needs To Say
• FT(Editorial Board): The end of the office has been greatly exaggerated
• FT(Editorial Board): Why the oil price shock is nothing to celebrate
• FT(Angus Deaton): We may not all be equal in the eyes of coronavirus
• FT(Rana Foroohar): The US needs a broadband big dig
• FT(Wolfgang Münchau): Germany’s testing success looks real — for now
• FT(Gavyn Davies): Do not count on a fast global economy bounceback
• FT(Michael Mackenzie): Where can income-starved investors go next?
• FT(Jonathan Ford): Coronavirus exposes illusion of UK bank capital strength
• FT(Andrew Bailey): BofE is not doing ‘monetary financing’
• FT(Luigi Zingales): The EU must be forged in this crisis or it will die
• FT(Adam Tooze): The eurozone’s ‘whatever it takes’ mantra has a problem
• FT(Billy Nauman): Why America’s $1.3tn car-loan market cannot avoid a pile-up
• FT(Richard Waters): Can data save us from coronavirus?
• FT(Jonathan Wheatley): Emerging market debt burdens may be sorely understated
• FT(Lex): UK construction: financial muscle required
• WSJ(Henry A. Kissinger): The Coronavirus Pandemic Will Forever Alter the World Order
• WSJ(Kimberley A. Strassel): Pols Face a Coronavirus Test
• WSJ(Peggy Noonan): New York Is the Epicenter of the World
• WSJ(Mary Anastasia O’Grady): No Gasoline in Venezuela
• WSJ(Glenn Hubbard): After the Cares Act, Hospitals and Businesses Need Sustained Support
• WSJ(Tom Suozzi): A Tax Break for Coronavirus-Hit States
• WSJ(Steven Stalinsky): What Jihadists Are Saying About the Coronavirus
• WSJ(Vernon L. Smith): The Economy Will Survive the Coronavirus
• NYT(Paul Krugman): The Covid-19 Slump Has Arrived
• NYT(David Leonhardt): Five Signs of Failure
• NYT(Bret Stephens): Covid-19: A Look Back From 2025
• NYT(Margaret Renkl): In the American South, a Perfect Storm Is Gathering
• NYT(Seth Stephens-Davidowitz): Google Searches Can Help Us Find Emerging Covid-19 Outbreaks
• NYT(Greg Asbed): What Happens if America’s 2.5 Million Farmworkers Get Sick?
• NYT(Jacob Sunshine, Shyam Gollakota): Alexa, Do I Have Coronavirus?
• WP(Editorial Board): Keep pandemic legislation focused on the pandemic — not pet projects
• WP(Editorial Board): The jobless statistics should guide Congress and the president on the next phase of recovery
• WP(Robert J. Samuelson): Here comes the great deflation threat
• WP(Max Boot): The worst president. Ever.
• WP(E.J. Dionne Jr.):Let’s avoid another Great Depression
• WP(Wess Mitchell): Covid-19 is a chance for the U.S. and Europe to unite on China
• WP(Fred Hiatt): Trump calls MBS his ‘friend’ — 18 months to the day after Jamal Khashoggi’s murder
• WP(James Downie): Democrats must investigate Trump’s coronavirus response
• Bloomberg(Mohamed A. El-Erian): Investors Need to Be Selective in Following the Fed
• Bloomberg(David Fickling): Why India's Booming Power Market Is Bad for Business
• Bloomberg(Noah Smith): Trump’s $2 Trillion Idea for Infrastructure Is a Good Start
• Bloomberg(Narayana Kocherlakota): Let’s Have Paid Staycations Instead of Unemployment
• Bloomberg(Brian Chappatta): Market’s Jobs Response Signals Yield-Curve Control Is Here
• Bloomberg(Shuli Ren): Now Private Equity Wants In on the Bailout? Spare Me
• Bloomberg(Liam Denning): Oil Market Is Desperate for Saudi Arabia to Flatten the Curve
• Bloomberg(John Authers): When Plagues Pass, Labor Gets the Upper Hand
• Bloomberg(Julian Lee): How Saudi Arabia Can Save the Global Oil Industry
• Bloomberg(Ferdinando Giugliano): A Realistic Alternative to Coronabonds
• Bloomberg(Jonathan Bernstein): While Congress Leads on Coronavirus, Trump Only Follows
• Bloomberg(Adam Minter): In the Informal Economy, There’s No Shelter From the Virus
• Bloomberg(Andrea Felsted): Retailers Wish You'd Be Back Shopping By Easter
• Bloomberg(Elisa Martinuzzi): Bankers Are Sitting on a Vast Mountain of Risky Trades
• Bloomberg(Timothy L. O'Brien): $350 Billion Won’t Save America’s Small Businesses
• CNBC(Frederick Kempe): The US oil industry is more likely to be saved by a government bailout than by OPEC
• CNBC(Karen Firestone): Bailouts should come with strings attached so taxpayers can profit from recovery
• CNN(Akinwumi Adesina): The pandemic is no time for fiscal distancing
• CNN(Michael Bociurkiw): Hungary leader Viktor Orban's outrageous power grab
• CNN(Bart van Ark, Erik Lundh): Economists: Be skeptical of any claim the US economy will recover quickly
• CNN(Nathan Wolfe): Taxpayers shouldn't have to pay for pandemics. Here's a solution
• MarketWatch(Nigam Arora): The rally in oil is dubious, so use stock-market gains to raise cash
• Nikkei Asian Review(William Pesek): World Bank's 'third shock' threatens to reverse Asia's economic progress
• Nikkei Asian Review(Nobuko Kobayashi): Japanese companies can no longer expect lifetime loyalty from workers
• 조선(사설): 공약에서 '소주성·탈원전' 뺀 여당, 그대로 갈 건지 밝히라
• 에너지데일리(사설): 두산중 사태… 에너지전환 부작용 대책 절실하다
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