[Markets]
※ Early signs of virus peaking in Europe, New York
※ Wall Street ends lower in volatile trade
• 한국: LG이노텍, 애플 효과에 가파른 반등
[Indicators]
• US Feb. Consumer credit: US Consumer Debt Jumped in February Before Coronavirus Lockdowns
• China Mar. Foreign reserves: China foreign exchange reserves drop to 17-month low on strong US dollar
• 한국 2019년 국가부채: 국가부채 1천750조 육박…실질적 나라살림 적자 역대 최대
• 한국 2월 경상수지: 2월 경상흑자 64.1억달러…코로나19에도 흑자폭 확대
• 한국 2월 재정수지: 쓸곳 많은데…1~2월 세금 2.4조 덜 걷혀
• 한국 4월 주택사업경기실사지수: 코로나 충격파 확대일로…4월 주택경기 전망 `최악`
• Japan Feb. Household spending: Japan household spending down 0.3% on year in Feb.
• Japan Feb. Indexes of Business Conditions: Gov't says Japan economy 'worsening' for 7th straight month in Feb.
• Japan Mar. Consumer confidence index: Japan consumer confidence plunges to 11-year low amid virus pandemic
• Japan Mar. NFIB Optimism index: Optimism Among U.S. Small Businesses Plummets by Most Ever
• India Q1 Employment: India jobless rate swells above 23% amid coronavirus lockdown, survey shows
• Indonesia Mar. Foreign reserves: Indonesia's forex reserves drop $9.4b in March as BI steps up efforts to stabilize rupiah
• Vietnam Mar. Bank credit: Bank credit growth recovers partly in March
• Russia Q1 Bankruptcy: Russian Bankruptcy Cases Jump 70%
• COVID-19Johns Hopkins University Live Updates
[News]
• Bloomberg: India Panel Recommends Partial Lifting of Lockdown
• Bloomberg: How Scientists Track Us to Help Tame Covid-19
• CNBC: US needs more testing to ‘move the economy forward,’ says Johns Hopkins infectious disease expert
• CNBC: France warns it hasn’t reached coronavirus peak, while Spain’s daily rate of deaths rises again
• CNBC: A historic production cut from global oil powers this week ‘won’t necessarily help all that much’
• CNBC: JPMorgan's market guru, who called the rebound, sees 'limited reopening' of the economy soon
• MarketWatch: ‘Big Short’ investor who made a killing during financial crisis: Economic shutdown is worse than the coronavirus
• MarketWatch: Coronavirus crisis will leave 3 long-term scars, even if the economy recovers in fourth quarter, Pimco warns
• Fox Business: Coronavirus financial distress causes surge in Americans putting off mortgage payments
• 매경(P1): 재난지원금 확대, 국회에 맡기는 靑
• 매경: 긴급재정명령권 발동…최근 50년간 단 2번뿐
• 매경(P1): 삼성·LG전자 1분기 선방, 진짜 위기는 2분기부터
• 매경(P1): "원유ETN 과열땐 매매정지"
• 매경: 원유상품 몰빵한 개미들, 만기연장 `비상`
• 매경: 韓, 3월 선박수주 中에 밀려 2위로
• 매경: 금감원 `몰빵투자` 동학개미에 경고
• 매경: [단독] 산업은행, 5억弗 달러채권 발행성공
• 매경: 마스터스는 11월로…디오픈은 75년만에 취소
• 한경(P1): 코로나 기세 꺾였나…섣부른 기대감인가
• 한경(P1): "깎인 임금 달라"…국책은행 '시한폭탄'된 임금피크제
• 한경: 연금부채 '100兆 꼼수 축소' 논란
• 서경(P1): 기업 살리되 한계기업은 솎아내야
• 서경: 코로나도 버거운데···친환경차 규제 어쩌나
• 조선(P1): 남양주시만 빼고 경기도 30개 시군 모두 재난기본소득
• 조선(P1): 1400만원 빚있는데, 또 빚내 100만원 준답니다
• 중앙(P1): 완치자 ‘혈액’으로 67세·71세 국내 첫 치료 성공
• 동아: 최근 5년 벤처투자 받은 기업 가치 124조
• 문화(P1): ‘탈원전’ 등 핵심정책 검증 회피하는 범여권
• 머니투데이(P1): 코로나 진단키트 빨랐는데…치료제는 제자리, 왜?
• 머니투데이(P1): "백화점 수수료 비싸다고 정부가 백화점 만들면…"
• 머니투데이: 손 뗀 금호, 뗄까말까 HDC…고통분담 대주주 누구? 산은의 고민
• 머니투데이: '국산화율 99%' 수소 연료전지로 전력 생산한다
• 머니투데이: '123조 노다지' 한수원 원전해체 첫 수출
• 머니투데이: 코로나19 여파에도 반도체 생산 증가, 왜?
• 헤럴드경제(P1): 위기의 쌍용차, 부산물류센터 판다
• 헤럴드경제(P1): 코로나 쇼크 정유업계 석유수입부과금 3개월 유예
• 헤럴드경제: 셧다운 장기화…국내 부품공장 직격탄
• 헤럴드경제: ‘살얼음판’ 채권시장…변동장 이어지나
• 헤럴드경제: 1분기 CB 행사 둔화…자금압박 심화될까
• 헤럴드경제: 소비 심리 살아난 건가…혼수 수요가 불러온 착시
• 파이낸셜뉴스(P1): 대기업 돈줄도 말랐다 "금융위기 때보다 심각" [대기업도 자금난]
• 파이낸셜뉴스: 정부, 탈원전 지속땐 2040년까지 추가 비용 283兆
• 파이낸셜뉴스: 카메라 모듈사, 고성능 제품 승부수 적중
• 파이낸셜뉴스: "점심 주문하면 로봇이 사무실로 배달"
• 파이낸셜뉴스: 두산重 5000억 규모 BW, 투자자 97%가 조기상환 청구 [마켓워치]
• 아시아경제: 살릴 기업은 살려야 하는데…허리 휘는 국책은행
• 이투데이: 두산솔루스, 전지박 매출 하반기 가시화 ‘매수’-한화투자
• CEO스코어데일리: 서부발전, 내년까지 서인천본부에 76MW 규모 LNG 연료전지 기지 구축
• 더스쿠프: 두산중공업 1조원 수혈, 밑 빠진 독이라면…
• reNews: COVID-19: Vestas suspends 2020 guidance
• reNews: UK launches offshore wind inquiry
• Renewables Now: EU seeks public opinion on climate targets upgrade
• Windpower Monthly: European wind spending down 18% in 2019
• 에너지경제: 현대·삼성·대림·GS건설, 2분기에도 치열한 도시정비 수주전 예고
• 투데이에너지: “에너지정책 공론화 시행해야”
• Equipment Journal: John Deere integrates SmartGrade into 333G CTL - Equipment Journal
• Equipment World: Hitachi ZW 370-6 wheel loader offers 360-degree visibility, ConSite inspection reports
• For Construction Pros: Four Ways the Construction Industry Can Leverage Technology During COVID-19
• For Construction Pros: Equipment Manufacturers Call for National Manufacturing Strategy to Strengthen US Economy
• OilPrice.com: Blockade Sends Libya’s Oil Production Crashing Below 100,000 Bpd
• OilPrice.com: OPEC Nations Face Credit Downgrades As Crisis Drags On
• ZDNet Korea: 삼성, 애플 뺨치는 '차세대 안면인식 폰' 내놓나
• Inside EVs: The Incredible Evolution Of Electric Cars
• Nikkei Asian Review: Asian startups face cash crunch as coronavirus saps funding
• Nikkei Asian Review: Japan Inc. finds advantage in consumers' new fear of touching
• Nikkei Asian Review: With world on war footing, Abe hurried emergency declaration
• Nikkei Asian Review: China's Pony.ai and Baidu pile up self-driving miles in California
• Nikkei Asian Review: Avigan maker gets hometown help to secure scarce key ingredient
• Nikkei Asian Review: From AI to antibodies: inside the race for a coronavirus drug
• Business Standard: Manufacturers will struggle to get labour back after lockdown is lifted
• Business Standard: Covid-19 impact: Indian economy likely to grow 2% in FY21, says Icra
• Hindustan Times: Covid-19 crisis can push 40 cr informal sector workers in India deeper into poverty: ILO Report - india news - Hindustan Times
• Folha de S.Paulo: Brazil Has 67 New Deaths from Coronavirus; Total Deaths Is 553
• Folha de S.Paulo: Moderates Convince Bolsonaro Not to Dismiss Brazil's Health Minister
• Moscow Times: Living Standards To be Main Victim of Coronavirus Economic Shock
• Jakarta Post: COVID-19 takes toll on Pelni as ports temporarily close
• Viet Nam News: COVID-19 ravages economy of central Việt Nam
• Viet Nam News: 16,000 businesses still need Ministry of Finance rescue
[Opinions]
• Project Syndicate(Kenneth Rogoff): Mapping the COVID-19 Recession by Kenneth Rogoff
• Project Syndicate(Gordon Brown, Erik Berglöf, Jeremy Farrar): Now or Never for Global Leadership on COVID-19
• Project Syndicate(Kemal Derviş): Kemal Derviş Says More…
• Project Syndicate(Dambisa Moyo): The Private Sector Steps Up
• Project Syndicate(Alejandro Izquierdo, Martin Ardanaz): Can Latin America Afford to Fight COVID-19?
• Project Syndicate(Michael Wilkerson): Will COVID-19 Derail the African Century?
• Project Syndicate(Zhang Jun): COVID-19 Will Not Reduce Global Reliance on China
• FT(Martin Wolf): We must focus attention on our next steps
• FT(Ana Botin): The EU’s shared purpose requires shared financing
• FT(Jason Butler): Don’t let coronavirus derail your financial plans
• FT(Matthew Harrison): Markets still too sanguine about coronavirus threat
• FT(Anjana Ahuja): Marshalling a crowd to launch a moonshot against Covid-19
• FT(Tom Mitchell): Why China’s state oil company merger looks like an unusual step
• WSJ(Walter Russell Mead): The Coronavirus Threat South of the Border
• WSJ(Gary Cohn, Glenn Hutchins): The Fed’s New Mission to Save the Economy
• WSJ(Casey B. Mulligan, Brian Blase): Congress Can Still Save the Recovery
• WSJ(Robert Hockett, Lawrence Rufrano): Digital Dollars for All
• NYT(Paul Krugman): Will We Flunk Coronavirus Economics?
• NYT(Thomas L. Friedman): What America Needs Next: A Biden National Unity Cabinet
• NYT(Bethan Jones, Fabio Montale): Italy Is Sending Another Warning
• NYT(Maxim Trudolyubov): Late in the Game, Russia Steps Up to Covid-19
• NYT(Spencer Bokat-Lindell): When Will There Be a Treatment for the Coronavirus?
• WP(Jennifer Rubin): Trump’s ineptness may prolong the recession
• WP(David Von Drehle): So long, balanced budgets. Everyone’s into endless spending now.
• WP(Paul Waldman): The real reason Trump is obsessed with hydroxychloroquine
• WP(Marc A. Thiessen): The damage done by Democrats’ delay on the relief bill
• WP(John Pomfret): Does the future still belong to the U.S. and China?
• Bloomberg(Daniel Moss): Welcome to the Table, Mr. Abe. Japan's Been Waiting
• Bloomberg(Justin Fox): Density Isn’t Destiny in the Fight Against Covid-19
• Bloomberg(Brian Chappatta): A 16% Leveraged Loan Is Painful But Necessary
• Bloomberg(Andy Mukherjee): Health Can Be a Way Out of the Middle-Income Trap
• Bloomberg(Shuli Ren): Who’s to Blame for Fallen Angels and Sinking Demons?
• Bloomberg(Aaron Brown): This Stock Market Swoon Differs From All Others
• Bloomberg(John Authers): Stocks Rally Suggests Turning Point in Virus Fight
• Bloomberg(Marcus Ashworth): Emerging Markets Are Peering Over the Precipice
• Bloomberg(Robert Burgess): The Stock Market Has Become One Big Value Trap
• Bloomberg(Clara Ferreira Marques): Putin's Oil Price Gambit Has Run Out of Road
• Bloomberg(Lionel Laurent): Viktor Orban Profits From Friends and Funds from the European Union
• Bloomberg(Jonathan Bernstein): Why Did Bernie Sanders Lose?
• Bloomberg(Bobby Ghosh): Biden’s Call to Ease Iran Sanctions Fits a Bad Pattern
• Bloomberg(Tim Culpan): Samsung's Symptom-Less Earnings Don't Make It Immune
• Bloomberg(Clive Crook): Europe’s Debate Over Coronabonds Can Wait
• Bloomberg(Meghan L. O'Sullivan): Oil Markets Provide a Glimpse of the Post-Pandemic Future
• Bloomberg(Hussein Ibish): The U.S. and Iran Inch Toward Confrontation in Iraq
• CNBC(Bob Pisani): The rally is running out of steam, and for good reason
• CNN(Claudia Sahm, Kate Bahn): Millions of Americans have lost their jobs. There's no doubt we're in a recession
• MarketWatch(Sophie Mitra): The coronavirus pandemic reminds us that people belong at the center of our economic thinking
• MarketWatch(Max Lobovsky): My 3-D printing company is making thousands of coronavirus test swabs a day — here’s how we did it
• 매경(신각수): 탈원전정책 궤도수정하라
• 한경(박주헌): 脫원전, 빠른 포기가 답이다
• 조선(사설): 中 업체 배 불린 韓 최대 태양광 단지, 월성 1호 발전량의 4%
• 문화(사설): 한수원 적자 ‘탈원전과 무관’ 회의, 국기 문란 범죄다
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