[Markets]
※ Shares up as virus data less dire in New York, Italy, France
※ Oil prices resume slide after Russia-Saudi Arabia delay meeting
※ Yen drops as Japan readies for state of emergency
※ Sterling hit as UK PM Johnson’s condition deteriorates
[Indicators]
• Eurozone Mar. Construction PMI: Europe’s construction activity collapses as lockdown hits builders
• UK Mar. Car sales: UK car sales plunge amid coronavirus lockdown
• UK Mar. Consumer confidence: U.K. Confidence Drops Most on Record as Lockdown Bites
• 중국 2월 전기차 배터리 사용량: 中 전기차배터리 시장 7개월 연속 위축..74% 급감
• 한국 3월 KB 월간주택가격 동향: 서울 평균 전셋값 4억6천만원대…9개월 연속 전셋값 상승
• Indonesia Feb. Bank loans: COVID-19 batters Indonesia’s loan growth to record low
• Russia Mar. CPI: Russia’s Inflation Picks Up After Ruble Crash
• Coronavirus: SCMP Live Updates
[News]
• Bloomberg: The Pandemic Protectionism Is Spreading
• Bloomberg: Demand for Gasoline Is Plummeting All Over the World
• CNBC: Yellen says the Fed doesn’t need to buy equities now, but Congress should reconsider allowing it
• CNBC: Trump could impose ‘very substantial’ tariffs on oil imports, but doesn’t think he’ll need to do so
• 매경(P1): 삼성·LG, 해외공장 잇단 가동재개
• 매경(P1): 금융위, 대기업 자구노력 부담 덜어준다
• 매경: 코로나 위기에 주목받는 현대차 파격마케팅
• 매경: 동학개미들, 미국주식도 쓸어담았다
• 한경(P1): "우리는 마스크부"…산업부 공무원, 자부심도 근성도 사라졌다
• 한경(P1): 서재로 출근, 소파로 퇴근…인터넷 연결되는 모든 곳이 직장이다
• 서경(P1): [시그널] 롯데푸드 수요 2배 몰려···회사채 시장 볕드나
• 서경(P1): 이스타항공 300명 줄인다...업계 첫 구조조정
• 서경: 항공사에 이어 쌍용차까지... 답답한 이동걸
• 서경: 삼성전자 1분기 ‘영업익 6조’ 방어하나
• 조선(P1): 국내 1위 이 태양광, 핵심부품은 다 중국산
• 조선(P1): 여야 '받고 더블로'… 역대 최대 돈선거
• 조선비즈: 증시안정펀드 9일부터 본격 운용… 시장 '안전판' 역할할까
• 인베스트조선: 두산중공업 이후에는? 또 다른 뇌관 8000억 규모 DICC 소송전
• 중앙(P1): [단독] 하루 실직자 6100명···매일 대기업 하나가 사라진다
• 중앙(P1): 자가격리자 '전자팔찌' 검토···일각선 "인권침해" 반대 목소리
• 중앙: “코로나가 5G도 잡네” 속터지는 한국
• 동아: 계약 취소, 취소… 수출中企 ‘자금절벽’
• 문화(P1): [단독]“脫원전 - 한수원 赤字 무관하단 논리 개발하라”
• 한국(P1): 수수료 개편 거센 반발에… 고개 숙인 ‘배달의민족’
• 세계: 탈원전 반대 시민단체, 감사원장 고발
• 머니투데이(P1): 들킬까봐 해열제 먹고 현금계산…"무단활보 입국자 추방하자"
• 머니투데이(P1): 47일 만에 신규 확진 40명대로 '뚝', 안심하긴 이른 이유
• 머니투데이: 증시 역사 바꾼 동학개미운동…개미 없었으면 얼마나 떨어졌을까?
• 머니투데이: [단독]LG 계열사 '비상경영체제' 돌입…경영 효율화 본격화
• 머니투데이: LG디스플레이, 확 커진 車 디스플레이 '절대강자' 된다
• 머니투데이: 스스로 이미지 편집하는 모바일용 AI 반도체 나왔다
• 헤럴드경제(P1): M&A ‘구조조정 딜’ 늘어난다…노조리스크도 부각
• 헤럴드경제: 서울·경기 태양광 발전소 8곳 중 5곳 ‘제 구실’ 못했다
• 헤럴드경제: 정유업계 “이러단 공장 절반 세울수도”
• 헤럴드경제: 채권단 “두산중공업 추가 구조조정안 필요”
• 헤럴드경제: 국민연금 ‘소부장·제약’ 사고 ‘항공’ 팔아
• 헤럴드경제: 규제지역 집값은 꺾일 줄 모른다
• 파이낸셜뉴스(P1): "내집 없다고 퇴짜"… 고신용 자영업자도 대출 뺑뺑이
• 파이낸셜뉴스(P1): 항공운송망 붕괴로 수출 직타격.. 전경련 "이정도 지원으론 도산"
• 파이낸셜뉴스: 외국인 채권시장서도 '이탈' 움직임...銀 채안펀드 부담 가중
• 파이낸셜뉴스: "채안펀드 풀린다" AA급 기업들, 줄줄이 공모채 시장 노크[마켓워치]
• 파이낸셜뉴스: 코로나 이후 달라질 세계경제 질서.. 범정부 TF 꾸려 대비책 내놓는다
• 파이낸셜뉴스: 금통위원 후보 이번주 발표… 관전 포인트는 총재급·한은맨·연임
• 파이낸셜뉴스: "기업 실적 전망 하향, 주가 충격엔 제한적"
• 파이낸셜뉴스: 폴더블폰 부품株, 코로나 뚫고 성장 이어간다
• 파이낸셜뉴스: 올해 17조 팔아치운 외국인, 컴백은 언제쯤?
• 파이낸셜뉴스: "코로나로 건설경기 위축… 1000억 미만 사업 예타 면제해야"
• 파이낸셜뉴스: 새 아파트 분양가 대비 매매가 상승폭 줄어
• 아시아경제(P1): 항공·조선·車 기간산업 한계 상황인데…늑장 대책 '死월'
• 아시아경제: '코로나 쇼크' 반영도 안됐는데…10대그룹 현금이 말라간다
• 아시아경제: '코로나 돈가뭄'에 금융채 양극화 심화
• 아시아경제: "건물 안에서도 5G 빵빵" 코로나19에도 속도내는 '5G인빌딩'
• 아시아경제: 갤럭시S20 출시 한 달, 부진한 성적표…기대 못 미쳐
• 디지털타임스(P1): 6대 제조업 수익률, 글로벌 기업 절반
• 디지털타임스(P1): 文 `과실 면책` 내걸었지만… 금융권 `압박` 우려도
• 이데일리: 獨보조금 중단·美연비기준 완화… 韓배터리에 '날벼락'
• 이데일리: 점유율 높아졌지만…전기차 배터리 성장세 '주춤'
• 더벨: 국책은행, 두산그룹 사전 구조조정 ‘신호탄’
• 더벨: 산업은행, 두산중공업 정상화 '키맨'은
• 비즈니스포스트: 채권단에 손 더 벌려야 하는 두산중공업, 박지원 매각목록에 뭘 넣을까
• 서울이코노미스뉴스: 참여연대, “두산중공업 지원 남발, 연쇄적 부실 초래할 수 있어"
• 이투뉴스: "RPS 의무비율 확대, REC 차등적용" 공동추진
• reNews: EU-backed boffins wrap up grid kit test
• reNews: Renewables surge by 176GW in 2019
• Windpower Monthly: Covid-19 update: Indian forecasts cut
• 에너지경제: 전기화물차·수소승용차 보급 확산…미래차 110% 증가
• Industrial Vehicle Technology: Liebherr enhances wheel loader series
• OilPrice.com: Rockets Fired Near Iraq’s Southern Oil District
• OilPrice.com: This Emerging Economy Bets Big On Solar
• OilPrice.com: Superpowers Clash Ahead Of Most Important Oil Meeting Ever
• OilPrice.com: Norway Might Join Output Cuts If Major Producers Reach A Deal
• 전자신문(P1): 가전 OEM업계의 눈물…코로나19 여파 유럽·북미 수요 급락 '직격탄'
• 전자신문: "없어서 못 판다"…PC업계, 불황 속 호황
• 전자신문: [이슈분석]中 5G 중저가 스마트폰, 원동력은 ODM
• ZDNet Korea: "화웨이가 주면 쓴다"…샤오미, OS·칩 공유의사 밝혀
• Phone Arena: 5G speeds are great, but they come at a cost
• Phone Arena: Xiaomi’s sales drop in 2020 despite a promising 2019
• Robotics & Automation News: How Automation is Disrupting All Kinds of Manufacturing in 2020
• Robotics & Automation News: Overcoming chip defectivity challenges in automotive product development
• Robotics & Automation News: ARM solicits proposals for projects to mitigate COVID-19 pandemic
• Robot Report: COVID-19 spurs innovations such as Blue Ocean’s UVD Robots
• Robot Report: Top 10 robotics stories of March 2020
• 로봇신문: 전주대, 4G/5G 재난드론 상용화 성공
• Nikkei Asian Review: Japan Inc. falls into line as state of emergency looms
• Nikkei Asian Review: Japan's farmers adopt smart technology to streamline rice growing
• Nikkei Asian Review: Indonesia in 'worst' position as coronavirus attacks ASEAN bloc
• Livemint: India works on post-coronavirus strategy
• Livemint: Confirmed coronavirus cases in India surge to 4,281, death toll at 111. State-wise tally here
• Business Standard: India between Stage 2 and 3 of coronavirus pandemic: Health Ministry
• Business Standard: Coronavirus outbreak: PM Modi suggests graded lifting of 21-day lockdown
• Business Standard: India's growth may slip below 3% in FY21 if coronavirus proliferates: KPMG
• Folha de S.Paulo: Brazil's Health Ministry Has 76% Approval Rating; Bolsonaro, 33%
• Folha de S.Paulo: Majority of Brazilians Opposes Bolsonaro Resignation, Says Datafolha
• Jakarta Post: State revenue to contract 10% as businesses suffer, tax incentives take effect: Sri Mulyani
• Jakarta Post: Rating agencies downgrade Indonesian companies on debt repayment concerns amid COVID-19
[Opinions]
• Project Syndicate(Joseph E. Stiglitz): Internationalizing the Crisis
• Project Syndicate(Dani Rodrik): Will COVID-19 Remake the World?
• Project Syndicate(Harold James): Navigating the Pandemic Trilemma
• Project Syndicate(Shashi Tharoor): India Besieged
• Project Syndicate(Peter Singer, Michael Plant): When Will the Pandemic Cure Be Worse Than the Disease?
• Project Syndicate(Richard N. Haass): At War With a Virus
• Project Syndicate(Shang-Jin Wei): The Case for Mandatory Face Masks
• FT(Editorial Board): Printing money is valid response to coronavirus crisis
• FT(Gideon Rachman): Eurobonds are not the answer
• FT(Megan Greene): The US must act to protect its most vulnerable workers
• FT(Robin Wigglesworth): The liquidity ‘collapse’ is a modern-day cobra effect
• FT(Patti Waldmeir): Trump’s support rallies around his flag in the Midwest
• FT(John Thornhill): We need some ‘creative destruction’ now
• FT(Anneka Treon): The big banks have a giant role to play in this crisis
• FT(Lex): Coronavirus/diagnostics: the test of biotech
• WSJ(William McGurn): How We Get Our Lives Back
• NYT(David Leonhardt): The Next Virus Bill
• NYT(Charles M. Blow): Social Distancing Is a Privilege
• NYT(Elisabeth Rosenthal): The Real Tragedy of Not Having Enough Covid-19 Tests
• NYT(Scott L. Greer): How Did the E.U. Get the Coronavirus So Wrong?
• NYT(Gabriel Leung): Lockdown Can’t Last Forever. Here’s How to Lift It.
• NYT(Frederic Wehrey): Will the Virus Trigger a Second Arab Spring?
• NYT(Noah Bookbinder): Trump Is Gutting Our Democracy While We’re Dealing With Coronavirus
• WP(Eugene Robinson): The one word that explains why Trump should not be president
• WP(Greg Sargent): Trump vs. Biden on coronavirus: The timeline is utterly damning
• WP(Charles Lane): The U.S. can’t afford to be left out of an OPEC 2.0
• WP(Max Bergmann): The new European revolt against Angela Merkel
• WP(Olivia Schieber): North Korea has a coronavirus problem -- but it’s in Orwellian denial
• WP(Antonia Williams-Annunziata): In Italy’s south, the coronavirus is not the only thing to fear
• WP(Michelle A. Williams, Bizu Gelaye, Emily M. Broad Leib): The covid-19 crisis is going to get much worse when it hits rural areas
• Bloomberg(Noah Smith): Fed Needs to Throw a Lifeline to Junk Bonds
• Bloomberg(Tim Duy): Three Things Will Determine If There’s an Economic Depression
• Bloomberg(Brian Chappatta): War Bonds, Huh. What Are They Good For? Absolutely Nothing.
• Bloomberg(Liam Denning): Today's Fracking Bust Puts 2015 to Shame
• Bloomberg(Therese Raphael): Britain's Government Wasn’t Built for a Coronavirus Crisis
• Bloomberg(Ferdinando Giugliano): Spain’s Tragedy Was All Too Predictable
• Bloomberg(Lionel Laurent): 884 Hidden Deaths Are Revealed, and More to Come
• Bloomberg(Jonathan Bernstein): Is Trump’s Pandemic Team Up to This Fight?
• Bloomberg(Cass R. Sunstein): The War on Coronavirus Is Also a War on Paperwork
• Bloomberg(Ben Schott): Some Countries Are Taking Social Distancing More Seriously Than Others
• Bloomberg(Peter R. Orszag): Four Inevitable Results of This Pandemic
• Bloomberg(Shannon O'Neil): Coronavirus Is Killing Lopez Obrador’s Big Plans for Mexico
• Bloomberg(Arturo Casadevall, Liise-anne Pirofski): It’s Still Hard to Predict Who Will Die From Covid-19
• CNN(Jeffrey Sachs): This is how we conquer Covid-19
• CNN(Morris Pearl): Billionaires are failing us when we need them most
• MarketWatch(Peter Morici): Congress should send everyone a $1,200 check every month
• MarketWatch(Bernard Baumohl): Coronavirus has ushered in an economic ice age. When can we expect activity to heat up again?
• MarketWatch(Dan Beeton, Diana Duarte): U.S. sanctions in a time of coronavirus are morally depraved as well as illegal under international law
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