[Markets]
• 한국: 코스피 닷새 만에 하락…1,800대로 후퇴
• 한국: 매각설 영향? 두산솔루스·두산퓨얼셀 급등
[Indicators]
• OECD 3월 CLI: OECD "3월 경기선행지수 역대 최대폭 하락... 금융위기 때보다 강력"
• US Weekly Mortgage rates·applications: Weekly mortgage applications sink nearly 18% as coronavirus causes homebuyers to back away
• 한국 2019년 자금순환: 기업, 수익 악화로 작년부터 이미 쪼들려… 자금조달 8년만에 최대 [코로나19 쩐의 전쟁]
• 한국 3월 체감 자금사정 BSI: 꺼지지 않는 위기설… 총선뒤 '퍼펙트 스톰'
• 한국 3월 금융시장 동향: 코로나쇼크 대출로 버티는 가계…은행권서 3월 9.6조 빌렸다
• Japan Feb. GDP(JCER est.): Japan GDP up 2.9% in February before coronavirus: JCER
• Japan Feb. Current account: Japan's current account surplus grows as coronavirus hits imports
• Japan Feb. Machinery orders: Japan's February machinery orders rise in sign of business resilience
• Japan Mar. Economy watchers survey: Japan economy watcher sentiment falls to record low amid virus outbreak
• COVID-19Johns Hopkins University Live Updates
[News]
• Reuters: Exclusive: U.S. Treasury wants details on airline debt, liquidity, loyalty programs - sources
• CNN: CNN Poll: Views of economy plummet as financial hardship from coronavirus hits half of Americans
• CNBC: Jim Cramer says there is a key difference between the ‘coronavirus recession’ and Great Recession
• MarketWatch: Investor whose ‘explosive’ strategy returned 4,144% in March says a ‘true crash’ in stocks is still to come
• Fox Business: Bank bureaucracies taint coronavirus small business relief options, leave many on the curb
• Fox Business: US shale producers survival at stake in looming oil-price talks
• Global Times: Can life return to normalcy even without a COVID19 vaccine?
• 매경(P1): 무역금융 36조 지원…수출 살린다
• 매경(P1): 정세균 총리 "재난지원금 전국민 준 후 고소득자는 나중에 환수"
※ 기재부: 제4차 비상경제회의 개최 결과
• 매경: "도산위기 대형항공사 지원 곧 결론"
• 매경(P1): [단독] 은행 대출여력 25조 묶어버린 금감원
• 매경: 2분기 실적 우려…코스피 반등 가로막나
• 한경(P1): "코로나지원금 전 국민 지급" 유권자 40%만 찬성
• 한경: 산업은행, 유로본드 5억弗 발행 성공
• 한경: [단독] 위기의 두산…솔루스 매각 나선다
• 서경(P1): '혼란'지원금 된 '재난'지원금
• 서경: "코로나 보릿고개 넘자" 반값폰 줄잇는다
• 서경: 코로나 현장 '3D 업무' 로봇이 나섰다
• 조선(P1): 돈쓰는 사람도, 돈버는 기업도 없다
※ 한국경제연구원: 한경硏, 경제성장률 - 2.3%로 IMF 이후 첫 마이너스 성장 전망
• 조선비즈: 9일 한은 금통위, 증권사 유동성 공급방안 나올까
• 조선비즈: 채안펀드, 여전채 매입 불발... 첫 매입 이번주 넘길듯
• 중앙(P1): 외국인 단기비자 효력정지, 정부 이제야 빗장
• 동아(P1): ‘광주형 일자리’ 법인 주주들, 노동계에 최후통첩
• 문화: “코로나 버텨낼 한계 평균 4.9개월”
• 국민(P1): 수수료 전환 논란 점입가경… 배민의 ‘배신’인가
• 한겨레(P1): 국내 코로나19 사망자 200명 넘어…치명률도 2% 육박
• 머니투데이(P1): 자구책만 요구하다 '한진해운 사태' 초래한 정부…코로나에 재현우려
• 머니투데이(P1): "장사 접었다", "직장 잘렸다" 코로나에 밑바닥부터 무너졌다
• 머니투데이: "KF94 자꾸 벗고 쓰고 할바엔 차라리 '이것' 써라"
• 머니투데이: 폭락장에서 국민연금이 사들인 NHN, 매도한 두산
• 머니투데이: NH證 "두산솔루스 영업가치 9615억원..투자 매력 높다"
• 헤럴드경제(P1): ‘님비’에 막힌 120조 반도체 클러스터
• 헤럴드경제: 해외선 전폭 지원하는데…지자체 이기주의에 갇힌 ‘반도체한국’
• 헤럴드경제(P1): 한국경제 2분기 더 어렵다…올 ‘마이너스 전망’ 잇따라
• 헤럴드경제: 고용한파·구조조정…최악 실업대란 현실로 다가온다
• 헤럴드경제: 산업은행, 순익 60% 급감…기업지원 여력 우려
• 헤럴드경제: 뼈를 깎는 자구안…두산重, 담수플랜트도 매각 급부상
• 아시아경제(P1): [단독]수소연료전지 해외 첫 기지, 中 광저우에 세운다
• 아시아경제: 1분기 어닝시즌 후폭풍…기업 신용등급 무더기 강등 우려
• 아시아경제: 강남 아파트 5억 급락? 같은 단지 내 '착시주의'
• 아시아경제: '포스트 코로나' 미래 먹거리 찾는 기업들 "그래도 중국"
• 디지털타임스(P1): 코로나發 뇌관 터지나… 해외부동산 침체 떨고있는 증권가
• 이데일리: 대형항공사도 무너지는데…지원 골든타임 놓치는 정부
• 데일리안: 이재용 공개 사과 놓고 깊어지는 삼성의 고민
• 더벨: 우리·SC·농협, 건전성 집중 모니터링 착수
• 비즈니스포스트: 두산인프라코어 두산밥캣, 지배구조 개편돼도 실적에 영향은 거의 없어
• 비즈니스포스트: 남동발전 태양광 전환 속도붙어, 유향열 '변하지 않으면 죽는다' 의지
• CEO스코어데일리: 서부발전, 수년 진통 끝에 '장흥 풍력발전단지' 착공
• 팍스넷뉴스: 두산그룹, 웅진·STX 전철 밟을까
• 스트레이트뉴스: 코로나19 초비상 대구에 모하 개관 감행한 '두산위브제니스' 1순위 청약성적은?
• Power Engineering: Uniper, Siemens working together on developing hydrogen-fired power makeover in Europe
• Renewables Now: US reduces 2020 wind, solar installations forecast
• FuelCellsWorks: ABB Brings Fuel Cell Technology a Step Closer to Powering Large Ships - FuelCellsWorks
• 에너지데일리: ESS 산업 생태계 복원, 정부 지원사업 본격 시동
• Equipment Journal: Caterpillar revamps its small dozer line up - Equipment Journal
• Equipment World: Bobcat adds new dealers in Florida, Pennsylvania and Utah
• Industrial Vehicle Technology: Bobcat collects consecutive annual awards
• OilPrice.com: Russia: U.S. Shale Decline Can’t Count As ‘Output Cut’
• OilPrice.com: U.S. Senators To Discuss Oil Markets With Saudi Arabia
• OilPrice.com: Marathon Oil Slashes Capex Again As Prices And Demand Collapse
• Phone Arena: Huawei considering 5G mobile chips from Samsung, MediaTek
• Inside EVs: LG Chem Is Now The Biggest xEV Battery Maker By Capacity
• Robotics & Automation News: Selling an Efficient Manufacturing Company in the COVID-19 Era
• Robotics & Automation News: ABB launches ‘Wizard’ to make robot programming ‘more intuitive’
• Robotics Business Review: March 2020 robotics transactions slow but continue during COVID-19 crisis
• Robotics Tomorrow: New Indoor Drone Uses UVC Lights for Disinfection of Essential Businesses
• 로봇신문: 유니버셜 로봇, 레드닷 디자인상 수상
• Nikkei Asian Review: Japan stands at turning point in coronavirus battle
• Nikkei Asian Review: Goodbye Ghosn: Coronavirus forces Nissan to ditch brash doctrine
• Nikkei Asian Review: Abe and Gov. Koike tussle over Tokyo's business closures
• Nikkei Asian Review: Central Tokyo foot traffic cut in half under state of emergency
• Nikkei Asian Review: Japan wage hikes undershoot 2% for first time in 7 years
• Nikkei Asian Review: Japan set for deep recession after coronavirus emergency declared
• Nikkei Asian Review: Tokyo streets far from deserted after Abe declares emergency
• Nikkei Asian Review: Wuhan liberated but Xi's coronavirus victory day remains elusive
• Nikkei Asian Review: Coronavirus trials for Actemra arthritis drug to start in Japan
• Economic Times: Will the lockdown be extended in India?
• Economic Times: Coronavirus India: Total case count crosses 5,000, death toll 149
• Business Standard: PM hints at lockdown extension, says situation like 'social emergency'
• Business Standard: Goldman Sachs slashes India's FY21 real GDP growth forecast to 1.6%
• Hindustan Times: Covid-19: Govt working on bailout package of up to ₹75,000 crore to revive growth
• Jakarta Post: Indonesia to get $7b loan from World Bank, ADB, AIIB
• Jakarta Post: BI expects rebound in foreign capital flows later this year
• Jakarta Post: Industry Ministry allocates $7 million, proposes stimulus package to help affected industries
• Viet Nam News: Supply chains in Việt Nam disrupted by COVID-19
[Opinions]
• Project Syndicate(Jeffrey D. Sachs): The East-West Divide in COVID-19 Control
• Project Syndicate(Dennis J. Snower): The Real Economic Fallout of COVID-19
• Project Syndicate(George P. Shultz, Michael J. Boskin, John B. Taylor): Lessons from Crises Past
• Project Syndicate(Stephany Griffith-Jones, Régis Marodon, José Antonio Ocampo): Mobilizing Development Banks to Fight COVID-19
• Project Syndicate(Brian Armstrong ): Cryptocurrencies’ Time to Shine?
• FT(Editorial Board): Eurozone ministers must strike coronavirus deal
• FT(Robert Shrimsley): Wishing this Passover night was more like other nights
• FT(Edward Luce): Sanders exits just as big government returns
• FT(Brooke Masters): Supply chains need love during the pandemic
• FT(John Redwood): A defensive strategy for the downturn
• FT(Jeremy Farrar): How to get to Covid-Zero with just $8bn
• FT(Diane Coyle): Defining productivity in a pandemic is revealing
• FT(Lex): Coronabonds: no-go zone
• WSJ(Holman W. Jenkins, Jr.): Trump Is Not the Coronavirus
• WSJ(William A. Galston): The ‘Trump Bump’ Is Already Over
• WSJ(Burton G. Malkiel): It’s a Good Time to ‘Stock’ Up
• WSJ(Robert B. Zoellick): The World Is Watching How America Handles Coronavirus
• WSJ(Lanhee J. Chen): Lost in Beijing: The Story of the WHO
• NYT(Allison Arieff): The Magic of Empty Streets
• NYT(Elizabeth Warren): What Congress Must Do About Coronavirus
• NYT(Lee W. Riley, Eva Raphael, Robert Snyder): The Coronavirus Threat for the Billion People Living in Slums
• NYT(Elizabeth Bruenig): Bernie Sanders Was Right
• WP(Editorial Board): Congress must act swiftly to approve more pandemic aid
• WP(Editorial Board): There’s hope that the pandemic is slowing. That doesn’t mean it’s time to let up.
• WP(Dana Milbank): This pandemic is Trump’s Vietnam. He has earned his bone spurs.
• WP(E.J. Dionne Jr.):What a difference Bernie Sanders made
• WP(Paul Waldman): Sanders was the candidate of imagination. It’s why we still need him around.
• WP(Helaine Olen): Unemployment is a national emergency. Why aren’t we treating it like one?
• WP(Michael L. Barnett): The covid-19 pandemic will end. America’s next health crisis is already starting.
• Bloomberg(Mohamed A. El-Erian): How Would You Decide to Restart the Economy?
• Bloomberg(Noah Smith): Five Ideas That Do Nothing for the Pandemic Economy
• Bloomberg(Mihir Sharma): India Can’t Count on Banks to Lead Virus Recovery
• Bloomberg(Shuli Ren): What We Really Want to Know When Wuhan Reopens
• Bloomberg(Liam Denning): Saudi Arabia’s World Is Coming Undone
• Bloomberg(John Authers): Ten Plagues and Four Questions: A Coronavirus Passover
• Bloomberg(Ferdinando Giugliano): How to Stop the Italians and the Dutch From Fighting
• Bloomberg(Ferdinando Giugliano): Italy Has More to Fear Than the Coronavirus
• Bloomberg(Lionel Laurent): How Do You Lift a Covid-19 Lockdown? Ask Austria
• Bloomberg(Jonathan Bernstein): After 32 Years of Running for President, Biden Clinches It
• Bloomberg(Ramesh Ponnuru):A Pandemic Is No Time for an Infrastructure Bill
• Bloomberg(Bobby Ghosh): Trump Is Right to Block IMF Aid for Iran
• Bloomberg(Nir Kaissar): Stock Dividend Cuts Shouldn’t Worry Investors
• Bloomberg(Jared Dillian): The Coming Tax Bill Will Be Large and Ideological
• Bloomberg(Christof Ruehl): A Saudi-U.S.-Russia Oil Deal Is Not a Good Idea
• Bloomberg(Mac Margolis): Covid-19 Is Trapping Ecuador Between Death and Debt
• CNBC(Michael Farr, Dan Mahaffee): Corporate leadership means putting lives first
• CNN(Van Jones): Sanders exits as pandemic redeems his core ideas
• CNN(Michael Bociurkiw): Trump has targeted the WHO when we need it most
• MarketWatch(Mark Hulbert): Why this bear market isn’t all bad news
• MarketWatch(Caroline Baum): Forget the V-shaped recovery: The economy won’t bounce back quickly
• MarketWatch(Howard Gold): A reality check for market bulls: It’s going to be a long slog for stocks
• MarketWatch(Alicia H. Munnell): Congress missed a big opportunity in the coronavirus stimulus
• Inside Evs(Steven Loveday): Will Tesla Survive The COVID-19 Pandemic?
• 문화(서균렬): 한전工大 설립 강행, 뒷감당 누가 하나
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