Business Intelligence Monitor 200413

(Introduction)

[Markets]

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 1.3% 상승 마감…1,860선 돌파

•   한국: 두산솔루스, 매각설에 20%대 급락

•   Metals: Shanghai copper posts best week in nearly 2 years on China demand recovery signs

[Indicators]

•   US Mar. CPI: Coronavirus Disruptions Pushed U.S. Prices Down in March

•   US Q1 GDP Nowcast: Apr 10, 2020: New York Fed Staff Nowcast

•   China Mar. CPI: China consumer price growth slows after hitting 8-year high

•   한국 2분기 소매유통업 경기전망지수: 잘 버티던 온라인쇼핑마저 휘청

•   한국 주간 서울 아파트 매매수급지수:서울 아파트 팔 사람 살 사람보다 많아져

•   Japan Mar. WPI: Japan wholesale prices fall 0.4% in March due to coronavirus spread

•   Mexico Mar. Employment: Mexico Job Market Had Its Worst March in 25 Years Amid Outbreak

•   COVID-19Johns Hopkins University Live Updates

[News]

•   WSJ: Coronavirus Strikes at Least 2,100 Senior Facilities Across U.S., Killing 2,300 People

•   WSJ: Health Authorities Roll Out New Coronavirus Tests to Gauge Infection’s Spread

•   WSJ: Apple, Google to Turn Smartphones Into Coronavirus Tracking Devices

•   WSJ: Small-Business Loans Face Delays Even as Coronavirus Program Expands

•   WSJ: U.S., Saudi Arabia, Russia Lead Record Oil Output Pact

•   WSJ: Looming Earnings Season Offers Next Test for Stock Market

•   WSJ: Airlines Hesitate Over Aid Terms

•   WSJ: Auto Giants Trade Drills for Tweezers in Bid to Rush Coronavirus Ventilators

•   WSJ: Longer-Term Prospects of Coronavirus Response: Bigger State, Higher Taxes

•   WSJ: Fed’s Emergence as a Power Player Poses Risks to Its Independence

•   WSJ: U.S. Budget Deficit Grew 8% in First Half of Fiscal 2020, Treasury Says

•   WSJ: Industrialized Nations Fail to Come Up With Oil-Market Fix

•   WSJ: Treasury’s Muzinich Wields Wall Street Skills to Fight Economic Crisis

•   WSJ: This Year’s Stress Test For Big Banks Is Real: the New Coronavirus

•   WSJ: Fed’s Mester Isn’t Worried Central Bank Has Broken Market Pricing Ability

•   WSJ: Newsletter: Record-Setting Job Losses, Dire Forecasts

•   WSJ: How Apple and Google Plan to Track the Coronavirus Through Your Phone

•   WSJ: Economy Week Ahead: IMF Global Outlook; U.S. Jobless Claims, China’s GDP

•   NYT: Virus Throws Millions More Out of Work, and Washington Struggles to Keep Pace

•   NYT: ‘A Tragedy Is Unfolding’: Inside New York’s Virus Epicenter

•   NYT: Torn Over Reopening Economy, Trump Says He Faces ‘Biggest Decision I’ve Ever Had to Make’

•   NYT: Global Trade Sputters, Leaving Too Much Here, Too Little There

•   NYT: Burning Cell Towers, Out of Baseless Fear They Spread the Virus

•   NYT: He Could Have Seen What Was Coming: Behind Trump’s Failure on the Virus

•   NYT: Working From Home Feeds Market’s Woes in Little Ways That Add Up

•   NYT: How the Virus Transformed the Way Americans Spend Their Money

•   NYT: China Delays Mask and Ventilator Exports After Quality Complaints

•   WP: Trump administration pushing to reopen much of the U.S. next month

•   WP: A plan to defeat coronavirus finally emerges, but it’s not from the White House

•   WP: As feds play ‘backup,’ states take unorthodox steps to compete in cutthroat global market for coronavirus supplies

•   WP: Trump administration has many task forces — but still no plan for beating covid-19

•   WP: U.S. coronavirus deaths top 20,000, exceeding Italy and bringing somber tone to Easter weekend

•   FT: G20 backs largest oil supply agreement in history

•   FT: Will G20 support for Opec+ deal be enough to shore up oil market? 

•   FT: Support for eurozone rescue deal sparks backlash in Italy

•   FT: ‘Coronavirus has changed us forever’: China’s Wuhan emerges from its nightmare

•   FT: World’s worst humanitarian crisis deepens as coronavirus hits Yemen

•   FT: Russia tapped foreign exchange reserves as rouble tumbled

•   FT: SoftBank founder pledged majority of shares to banks during sell-off

•   FT: Private equity groups push for access to UK loans scheme

•   FT: Covid-19 drugs could be made for $1 per day, say academics

•   FT: G20 nations close in on debt deal for poor countries

•   FT: Global economy already set for historic contraction

※   Brookings: April 2020 update to TIGER: The coronavirus collapse is upon us

•   FT: Boris Johnson leaves hospital as UK deaths top 10,000

•   FT: Investment banks braced for pandemic earnings wipeout

•   FT: Argentina heads for ninth sovereign debt default

•   FT: Companies jostle for aid in coronavirus lobbying frenzy

•   FT: New York struggles to bury its coronavirus dead

•   FT: Property sales go virtual to work around Covid-19

•   FT: Turkey rejects any suggestion of IMF help

•   FT: Europe’s drive to save jobs risks fuelling north-south inequality

•   FT: Libyans suffer water and gas shortages as they confront Covid-19 

•   FT: Why is Mexico holding up a global oil deal?

•   FT: China’s retailers face hard truth: If you reopen, they won’t come

•   FT: Hitachi anticipates wave of Chinese infrastructure spending

•   FT: Government looks to expand bailout loan scheme

•   FT: Four Mexico states call for new tax deal with López Obrador

•   FT: Building site closures undermine key housing targets

•   FT: European ports and warehouses brace for surge in containers

•   FT: How sharply has China’s economy contracted?

•   FT: Fuel shortages pile pressure on Venezuela’s Maduro

•   FT: Millions of Americans face crisis payment delays

•   FT: Electricity prices slump as businesses close across the US

•   FT: Bankers issue warning over US business support scheme

•   FT: Cambodia’s strongman prime minister handed sweeping new powers

•   FT: Coronavirus fight helps lift global equity funds

•   FT: Pennsylvania’s ‘just right’ economy goes cold

•   FT: Vestager urges stakebuilding to block Chinese takeovers

•   FT: Asia struggles to find coronavirus exit strategies

•   FT: Poland’s Ukrainian workers rush home amid pandemic

•   FT: Coronavirus exposes America’s broadband problem

•   FT: Why some investors think more big falls are coming

•   FT: Coronavirus: after the lockdown

•   Times: Coronavirus vaccine could be ready by September

•   Bloomberg: Half of China's Infections on Saturday Came From an International Flight

•   Bloomberg: Kashkari Says U.S. May Face 18 Months of Rolling Shutdowns

•   Bloomberg: A Rally in Need of Help: Emerging Markets Look for Salvation

•   Bloomberg: China’s ‘Green Zone’ Coal Price Tested as Virus Fight Continues

•   Bloomberg: Risks Too Numerous to Bear as Traders Tip-Toe Back From Easter

•   Bloomberg: World Bank Sees Latin America Shrinking 4.6% in 2020

※   World Bank: Coherent Policy Response Needed to Overcome Coronavirus Crisis in Latin America and the Caribbean

•   Bloomberg: Erdogan Rejects Cabinet Member’s Bid to Quit Over Lockdown Chaos

•   Bloomberg: U.S. Testing Capacity in ‘Ballpark’ for May Reopening, Czar Says

•   Bloomberg: Make-or-Break Moment in Virus Fight Confronts World at IMF Talks

•   Bloomberg: Europe Recession Risk: How Bad Will the Impact Be?

•   Bloomberg: Life in Lockdown: How Businesses in Europe Are Coping

•   Bloomberg: China Still Implementing U.S. Trade Deal, Chinese Envoy Says

•   Bloomberg: In Mexico-Saudi Standoff, Shift to Exports May Unlock OPEC+ Deal

•   Bloomberg: Philippine Central Bank Chief Ready to Cut Key Rate Below 3%

•   Bloomberg: Turkey Seeks FX Swaps With G-20 States Including U.S.

•   Bloomberg: Economists Expect U.S. Unemployment to Hit a Post-Depression Record

•   Bloomberg: Middle East News Latest: Oil Traders Runs Out of Crude Storage

•   Bloomberg: Fed’s Quarles Says Main Street Facility Funds Couple Weeks Away

•   Bloomberg: False Negative Coronavirus Test Results Raise Doctors' Doubts

•   Bloomberg: The Best Weapon Against a Future Pandemic

•   Bloomberg: Satellites Are Helping to Track Food Supplies in Coronavirus Era

•   Bloomberg: Virus News: Remdesivir Shows Promise in Early Analysis

•   Reuters: State minister says India set to extend nationwide lockdown to tackle coronavirus

•   Reuters: Moscow restricts Easter week church service as coronavirus cases mount

•   Reuters: Saudi Arabia extends coronavirus curfew, UAE warns on worker repatriation

•   Reuters: Exclusive: Inside Trump's standoff with South Korea over defense costs

•   Reuters: Norway says still willing to cut oil output if OPEC+ plan implemented

•   Reuters: Britain sticking to EU deal timeline, Irish finance minister says after talks

•   Reuters: Chile's Codelco copper miner says it may have to slow investment plan

•   Reuters: As Africa looks for clean power, nuclear interest grows

•   CNN: Nearly a third of Americans didn't pay rent this month, new data shows

•   CNN: Trump's planned economic revival may be blunted by lack of coronavirus testingPolitics

•   CNN: Europe has a rescue package. But who's going to pay for its coronavirus recovery?

•   CNN: How bad will earnings be? Nobody really knows

•   CNBC: WHO envoy says coronavirus ‘will stalk the human race for a long time to come’

•   CNBC: Italy begins to grapple with how to ease virus restrictions

•   CNBC: The Fed is on ‘wartime’ footing and still may be asked to do more

•   CNBC: Economists say US in short deep recession, but consumers expected to keep spending despite job losses

•   CNBC: Tesla furloughs hit half of US sales and delivery employees

•   CNBC: EU approves half a trillion in virus stimulus but no corona bonds

•   CNBC: Coronavirus: Canada, France deny masks will affect Huawei 5G decisions

•   CNBC: Trump administration seeks ban on China Telecom in US citing ‘unacceptable’ national security risks

•   CNBC: The S&P 500 has rebounded 25% in less than three weeks. Here's what's going on:

•   CNBC: Small business layoffs jump 1,000% in March

•   CNBC: Coronavirus lockdowns: How COVID-19 decimated the restaurant industry

•   CNBC: iPhone to your door: Chinese firms test super-fast phone delivery as coronavirus caution remains

•   SCMP: In pandemic-gripped Washington, rhetoric rises but anti-China bills stall

•   SCMP: Demand shock to ‘add frost to the snow’ of China economic recovery

•   SCMP: From land to labour, China pledges deeper market reform in new guidelines

•   SCMP: China Covid-19 stimulus ‘10 times more efficient’ than US Fed: official

•   매경(P1): 넘치는 재고에…포스코 `감산` 추진

•   매경: 車·가전·조선 침체에 철강 `수요 절벽`…코로나發 `도미노 감산`

•   매경(P1): 산업銀, 자본금 4조원 확충…기업 대규모 자금지원 대비

•   매경: 두산重·항공사 줄줄이 위기…산은 `구조조정 실탄` 미리 비축

•   매경: 재택근무 지원금 신청 급증…한달새 33명→1만6천명

•   매경: 中사스영웅 중난산 "날씨 따뜻해도 코로나 소멸 불확실"

•   매경: 채안펀드, 내주 여전채 첫매입

•   매경: `7개월 갈등` 봉합…르노삼성 임금협상 타결

•   매경: 더 위험해진 `원유ETN`…금융당국 경고에도 괴리율↑

•   매경: 두산重 계열사 부당지원 혐의…檢, 공정거래조사부에 배당

•   매경: [Science] 암 이어 코로나까지…또 다시 이슈가 된 동물 구충제

•   매경(P1): [단독] 온라인 유통 격변…쿠팡, 1위로 등극

•   매경: [단독] 쿠팡 `새벽배송` 전국서 통했다…코로나후 하루 300만건 주문폭주

•   매경: [단독] 오프라인 유통공룡도 온라인서 판키운다

•   매경: `숨은 강자` 네이버도 태풍의 눈 급부상

•   매경(P1): 제주·강릉 5월 호텔객실 동났다

•   매경(P1): 코오롱 인보사 `기사회생`…美서 임상 3상 재개 결정

•   매경: 北, 코로나 피해 인정…올해 경제목표도 하향

•   매경: 자가격리 위반자 `안심밴드` 착용…사전 동의 얻어야해 실효성 논란

•   매경: [세종 인사이드] 성윤모 주문에…기업용 위기플랜 새로 짠 산업부

•   매경: 김용범 차관 "구박받던 제조업이 코로나 영웅"

•   매경: 식당 테이블서 QR코드 찰칵…언택트 주문·결제

•   매경: `소진공 긴급대출` 열흘새 1.7조 소진

•   매경: 코로나로 예적금·보험 다깬다…해지액 1년새 38% 늘어 11조

•   매경: LG화학, 中·日 제치고 전기車 배터리 1위 `눈앞`

•   매경: 내달 출시 LG 새 전략폰 브랜드명 `LG 벨벳`

•   매경: 코로나 패닉장 한달…韓채권펀드 선전, 헤지펀드 방어력 `굿`

•   매경: 거래소, 코스피200 야간선물 직접 운영

•   매경: 신규확진 나흘째 50명 미만인데…

•   매경: [코로나시대 투자] 쫄지 말고 `숨은 진株` 싸게…역발상 투자로 기회 잡아라

•   매경: 주식·채권·달러·금…철저히 분산해야 나중에 웃는다

•   매경: "금, 무조건 바구니에 담아라"…투자 전문가 `만장일치 추천`

•   한경(P1): K진단키트 대박?…바이오벤처는 '돈가뭄'에 죽어간다

•   한경(P1): 52일의 분투…대구 확진 '0'

•   한경: 어느새 90명 넘은 재확진 환자…원인 못찾아 난감한 방역당국

•   한경(P1): 포스코, 자사주 1조원 매입

•   한경: '코로나 하락장'서 지분 늘리는 오너家

•   한경: 자산 팔아 현금 챙기는 기업들…2월 이후 '건물·토지·설비' 매각액 1.3조

•   한경: "포스트 베트남 잡자"…국내銀 경쟁 본격화

•   한경(P1): [마켓인사이트] KDB생명 드디어 팔린다

•   한경(P1): 기업 돈줄 마르는데.. 정부 "한은 제안한 회사채 보증 계획 없다"

•   한경(P1): 미, 유럽 차딜러 "영업 중단하니 그만 보내라"…자동차 최악의 '수출 절벽'

•   한경: 정유·조선·철강도 수출 '뚝뚝'…"감산밖에 답이 없다"

•   한경: "세계교역 증가율 6%P↓…코로나 사태 끝나도 한국 V자 반등 어렵다"

•   한경: 코로나, 사양산업을 소환하다

•   한경: '렘데시비르'가 뭐길래…'원가 9달러' 코로나 치료제 후보에 관심 폭증

•   한경: 매매가 확 떨어진 강남3구 재건축…전셋값은 되레 가파른 상승

•   한경: 전용 59㎡ 오르고, 84㎡ 내리고…'마용성' 중·소형 가격차 1.5억

•   한경: 세계공장 70% 셧다운…車업계 '생존형 짝짓기' 속도낸다

•   한경: 中 '코로나 전쟁' 끝내고 내수 재건 가속…친환경車 규제 완화

•   한경: 한은, 이번주 非은행 대출방안 확정한다

•   한경: [월요인터뷰] 월가의 역발상 투자 대가 "이제 방어적 투자자세 풀 때"

•   한경: TV패널 새 공급처 찾는 삼성전자…'악연' 샤프 손 다시 잡나

•   한경: "5G·자율주행 기술 앞서간다"…LG전자 특허 1년새 4457건↑

•   한경: LG유플러스, 스마트드론 사업 확대 나서

•   한경: "아직도 카톡?"…슬랙으로 불붙은 '업무용 메신저' 경쟁

•   한경: 여객·화물운송 수익 급격히 감소…항공사, ABS 조기상환 '비상등'

•   한경: 금감원, CB 남발 기업 집중단속

•   한경: ELS·DLS 원금손실 잇따라…신규발행 급감

•   한경: "코로나 이후 경기부양 위해 25兆 인프라 투자 필요"

•   한경: 두산인프라코어, 美 제2 뉴딜정책 '핵심 수혜주' 등

•   한경: "코로나發 부동산 시장 위기?…확 불어난 유동성 흐름 읽어야"

•   서경(P1): ‘공시가 낮춰라’ ··· 稅 폭탄 거센 반발

•   서경(P1): [단독]기업 氣살리기···'원샷법' 손본다

•   서경(P1): [단독] 특별고용지원업종 확대···면세점·마이스 등 유력

•   서경: 고용부 "대기업 지원 확대도 검토"...중기와 차등 해소되나

•   서경: 개미들 급락장서 '4조 매수' 삼성전자 이익 구간 진입

•   서경(P1): [본지, 주요 후보 100명 공약 점검] 서울 후보 85% '묻지마 지하철 공약'

•   서경(P1): "적극 규제혁파 '스마트뉴딜'로 新 4차산업혁명 파고 넘어야"

•   서경: "코로나로 세계화 반발심리 커져···규제완화·서비스업 육성해 내수 키워라"

•   서경: 지역상품권 '꼼수 재테크' 활개···"환불규정 강화해야"

•   서경: 호텔업계 3월에만 5,800억 손해···여행사는 올들어 192곳 문닫아

•   서경: 대기업 유턴...韓 문턱 여전, 日은 비용 절반 보조

•   서경: "4월부터 급여 30% 깎였는데 재난지원금 못 받다니..."

•   서경: '세금+사회보험료' 국민부담률 27.2%로 역대 최대

•   서경: [단독] 현대제철 "수요 위축 車강판 생산 조정"

•   서경: 반토막 대구 자영업자 매출...이달초 작년 대비 70%로 겨우 회복

•   서경: "2분기 경기충격 정점···당분간 변동성 장세 이어질것"

•   서경: [시그널] 두산 "6,000억? 너무 낮다"...삐걱대는 두산솔루스 매각

•   서경: “작년 한국 집값 상승률 56개국 중 51위”

•   조선(P1): "거리두기 해달라" "소비동참 해달라"… 어느 쪽을 따르오리까

•   조선(P1): 소상공인 16% 3월 매출 0원

•   조선(P1): 코로나 뚫고 534만명, 사전투표 역대 최다

•   조선: 車업계 셧다운 손실, 북미·유럽서만 150兆

•   조선: 은마·잠실주공 4억원 하락… 코로나가 집값 잡네

•   조선(P1): 취업 3중고에 숨막히는 코로나 세대

•   조선: 방위비 타결설 흘린 정부, 틀어지자 트럼프 탓

•   조선: 미래 먹거리 '특허 전쟁'… 중국이 미국 제쳤다

•   조선: "신청에 5분, 무이자로 바로 받죠" vs "무늬만 온라인 예약, 줄서야"

•   조선: [백브리핑] 총선 앞두고… 기재부의 150兆 생색내기

•   조선: [사이언스카페] 더워지면 코로나 꺾인다? 전문가들 "글쎄"

•   조선: 당신이 잠든 새… 스마트폰 10만대가 코로나 잡는 수퍼컴

•   조선비즈: 코로나로 꺾였던 中 굴삭기 판매 회복세…두산·현대 안도감

•   조선비즈: 강남 재건축 '억'단위 떨어지는 소리에 수도권 재개발도 뚝뚝

•   중앙: 초기 환자 10%는 무증상…방역망 뚫는 ‘스텔스 바이러스’

•   중앙: 더 큰 재앙 기후변화 막고, 코로나발 경기 침체 ‘치료제’로…그린뉴딜이 뜬다

•   중앙: 노벨상 폴 크루그먼 “그린뉴딜은 비용이 들지 않는 정책”

•   중앙: “재생에너지로 100% 전환하면 연 에너지 비용 43% 감축된다”

•   중앙: 2030 “동료와 친해야” 78%…하지만 깊이 알려 하진 마세요

•   중앙: 쌍용차 정상화 5000억 필요한데, 마힌드라 400억 지원 확정

•   중앙: 석탄발전, LNG보다 초미세먼지 9배 뿜어내

•   중앙: 13조 팔고 469조 남았다…외국인 국내주식 보유 '뚝'

•   동아(P1): 더불어민주당 “청년 주거복지 확대”, 미래통합당 “신도시 말고 재건축”

•   동아(P1): 방역전문가 “사회적 거리두기 멈추면 한달뒤 확진 4만3000명까지 늘 수도”

•   동아: 원격의료-화상회의 활황… 제조-서비스는 해고대란-파산

•   동아(P1): 미국發 입국자 전원 13일부터 진단검사

•   동아: 서울 확진자 600명 넘어… 강남구 57명 최다

•   동아: 태양광 미니발전소 설치… 올해 750곳에 비용 보조

•   동아: 코로나發 ‘발주 가뭄’… 먹구름 몰려오는 조선업

•   문화(P1): 개인채무지원 서둘러 발표… 지르고 보는 코로나지원책

•   문화: <혼란 부추기는 ‘코로나 지원금’>세부계획 ‘오리무중’…생색 내놓고 수습 안되는 ‘재난지원금’

•   문화: <혼란 부추기는 ‘코로나 지원금’>업계 조율도 없이… 금융위, 개인 채무지원 ‘급조’ 논란

•   문화: <혼란 부추기는 ‘코로나 지원금’>자영업자 지원도 ‘先발표 後대책’…리스크는 금융사가

•   문화: <혼란 부추기는 ‘코로나 지원금’>저소득층 지원 쿠폰 중고거래 사이트行

•   문화: 항공업계 “지금 대책은 한계… 정부, 전방위 지원해달라”

•   문화: 車업계 “생산·수출차질 4개월 더 지속땐 28兆 유동성 부족”

•   문화: 증권사 실적 ‘작년 반토막’… 부동산PF 우발채무 우려도

•   문화: 가격 20% 낮춘 ‘OLED 60인치’… 올 TV시장 대세

•   한국: [데이터로 본 한국인] 금융에 있어서도 커지는 언택트 영향력

•   한국(P1): 코로나에 기간산업 고사 위기… “제2 한진해운 사태 막아라”

•   한국(P1): 여론조사 전문가 6인 “민주당 과반 유력… 견제심리가 막판 변수”

•   한국(P1): 김용기 “2분기엔 무역관련 산업 타격… 특수고용직 코로나發 일자리난 본격화”

•   서울: ‘알짜’ 솔루스 팔아 두산重 살리기… “석탄사업 군살부터 빼야”

•   세계(P1): “한국경제, 금융위기 때보다 장기침체 우려”

•   머니투데이(P1): 담쌓고 식량막는 세계, 코로나 공포가 부른 식량 전쟁

•   머니투데이: 출렁이는 곡물가… 식량위기설에 라면·과자 값 오르나

•   머니투데이: 장바구니물가 '들썩'…코로나발 '애그플레이션' 공포

•   머니투데이: 식량자급률 47%…쌀은 넉넉한데 나머지 식량안보는

•   머니투데이: 사람은 끊겨도 물류는 끊겨선 안된다

•   헤럴드경제(P1): 또하나의 총선이슈 ‘집값’…변곡점에 서다

•   헤럴드경제(P1): 두산重 20일부터 2차 희망퇴직

•   헤럴드경제: 두산重 자구안 ‘1조원 자본확충’ 가닥

•   헤럴드경제: 두산솔루스 품는 스카이레이크…6000억 자금 어디서?

•   헤럴드경제: 정부-여당, 재난지원금·추경 ‘엇박자’…총선 후 ‘2차 충돌’ 예고

•   헤럴드경제: 전국민 긴급재난금 ‘고소득자 後환수’…“현 세법상 불가”…법 개정 ‘산 넘어 산’

•   헤럴드경제: 정부 ‘7조 긴급재난금’ 국채발행 없이 자체 조달

•   헤럴드경제: 삼성 멕시코 공장·LG 폴란드 공장도 ‘셧다운’

•   헤럴드경제: 수도권·세종 ‘전세＞매매가’ 아파트 나오나

•   헤럴드경제: 증시 원군 ‘동학개미’처럼… 부동산시장 떠받치는 ‘청약개미

•   파이낸셜뉴스(P1): 삼바, 코로나 치료제 위탁생산

•   파이낸셜뉴스: LG, 베트남공장 가동 위해 2차 전세기 띄운다

•   파이낸셜뉴스(P1): 코로나가 다시 불러낸 '외환보유액 논란' [외환시장 안정성 논란]

•   파이낸셜뉴스: '위기 안전판' 통화스와프 대부분 신흥국… 日과는 8년째 중단 [외환시장 안정성 논란]

•   파이낸셜뉴스: 파국 치닫는 광주형 일자리… "지역상생 모델 자체 흔들릴 위험도"

•   파이낸셜뉴스: "회사채 신속인수제 대상, A등급 이상·코로나 피해 BBB 이상"

•   파이낸셜뉴스: 코로나에 대기업도 연체 늘었다.. 3월 대출액도 10조 넘어 사상 최대

•   파이낸셜뉴스: 삼성전자 '하만', 실적 상승세… 디지털콕핏 사업 기대감↑

•   아시아경제(P1): 3월 신용카드 결제액 1조7000억원 감소…"소비절벽 현실화"

•   아시아경제: 언택트 富에 닿다

•   아시아경제: "언택트에 콘택트하라" 코로나 공포 사라진 자리, 뜨는 '언택트' 투자

•   아시아경제: [단독]2월 실업급여 사상 첫 8000억 넘겨…정부 대책은 하세월

•   아시아경제: [기민한 전자이야기] 미래 산업 일꾼으로 주목받는 ‘수소드론’

•   디지털타임스(P1): "코로나 진정 후에도 금융위기 수준 충격"

※   한국은행: 해외경제 포커스(제2020-14호)

•   디지털타임스(P1): 全업종 자금난… "대기업도 지원대상에 넣어야"

•   이데일리: [현장에서]두산그룹은 왜 침묵하는가

•   연합: 두산그룹, 두산솔루스 지분 61% 전량 매각 협상

•   연합: 바이오발전량, 11년만에 태양광 넘어…'석탄 섞어때기' 지적도

•   연합인포맥스: 밥캣 주가 급락에 증권사들, 두산重에 "담보 더 내라" 요구

•   연합인포맥스: 두산, 자산 매각 판 키운다…메카텍·네오트랜스·해외법인도 판다

•   뉴시스: 대신證 "두산인프라코어, 1분기 중국시장 판매량 30% 감소"

•   뉴스핌: 채권단, 두산에 신사업 수주 50% '실현 방안' 요구

•   뉴스핌: 두산 "두산솔루스 매각 결정된 바 없어"

•   뉴스토마토: "두산건설 싼값에라도 팔아야" 구조조정 압박나선 채권단

•   이투데이: 서부발전, 400㎿ 규모 '완도 장보고 해상풍력사업'을 본격 추진

•   더벨: 두산중공업, 5억달러 외화채 대출 전환 '고비'

•   더벨: 산은·수은, 두산중공업 기업실사 착수

•   더벨: '솔루스·퓨얼셀' 인적분할, 건설 매각 염두에 뒀나

•   비즈니스포스트: [오늘Who] 박정원, 두산 자구안 진정성 담기 위해 두산퓨얼셀도 팔까

•   CEO스코어데일리: 두산중공업, 2분기 중 갚아야 할 회사채 약 6720억원

•   CEO스코어데일리: 중부발전, 보령 LNG발전소 건설 준비 ‘속도전’

•   뉴스웨이: 두산, 솔루스 눈물의 매각…미래 먹거리 어쩌나?

•   뉴스웨이: [공시]두산중공업 “휴업 검토, 결정된 사항 없다”

•   아주경제: ​[초점] 두산그룹, ‘두산솔루스’ 지분 전량 매각...왜 진대제펀드에?

•   팍스넷뉴스: 자구안 제출 앞둔 두산, 지배구조 변화는

•   팍스넷뉴스: 두산건설 대여금 1.5조, 얼마나 건질까

•   reNews: US voters back offshore buildout

•   reNews: COVID-19: EU ministers back green recovery

•   에너지경제: 코로나發 구조조정 기로인데 주가는 '들썩'...산은도, 기업도 '눈치만'

•   에너지데일리: 국내 태양광 시장 국내 업계 주도… 생태 영향 제한적

•   에너지데일리: 21대 총선, 에너지전환 '동의'… 속도 등엔 '온도차'

•   투데이에너지: 연료전지, 수소사회 성장 ‘주도’

•   전기신문: 한국형 표준 가스복합발전소 상용화 테스트 베드 확보 힘들어 차질 우려

•   전기신문: 정부와 원자력계 갈등 법적 다툼으로…출구전략 필요하다

•   Equipment Journal: Doosan offers sneak peek at its largest excavator and hybrid wheel loader

•   Equipment World: Survey: Contractors make their way through new coronavirus reality, with 21% saying project backlogs have decreased significantly

•   Equipment World: Contractors overcome challenges to keep roadwork going during coronavirus pandemic

•   For Construction Pros: Is Reality Capture in Construction Worth the Cost?

•   건설경제: 3월 공공공사 시장, 중소규모 물량 급증

•   건설경제: 코로나19로 어려운데 탄소배출권 가격마저…내년이 더 걱정

•   건설경제: 올해 한계기업 건설사 고강도 회계심사·감리

•   OilPrice.com: Saudi Arabia: Affordable Energy Is Crucial For Economic Recovery 

•   OilPrice.com: Argentina’s Shale Boom On Hold As Oil Prices Collapse

•   CNET: Tesla Model 3 lineup expands in China, and now it's cheaper

•   Verge: Foxconn’s buildings in Wisconsin are still empty, one year later

•   MIT News: 3 Questions: How Covid-19 tests work and why they’re in short supply

•   전자신문(P1): 플렉시블 태양전지, 초고효율을 향해

•   전자신문: 초연결 통신인프라, 코로나19 위기 극복 '일등공신'

•   전자신문: 정부, 이달 태양광 탄소인증제 공청회…하반기 제도 시행

•   Phone Arena: COVID-19 could delay the future production of more powerful smartphones

•   Phone Arena: Why are modern phones so expensive?

•   Robotics & Automation News: Autonomous trucks: Addressing the industry’s structural challenges

•   Robotics & Automation News: 3D printing moving into mainstream manufacturing, says GlobalData

•   Robotics & Automation News: Scientists develop ‘flexoskeletons’ that cost a dollar to 3D print

•   Robotics & Automation News: Fetch Robotics launches integrated fulfillment solution with Zebra Technologies

•   Robotics Business Review: 5 robots now in grocery stores show the future of retail

•   Robot Report: RE2 Robotics 3D printing face shields during COVID-19 crisis

•   Robot Report: ABB’s block programming focuses on simplifying YuMi installations

•   로봇신문: 테슬라 '연 50만대 전기차 생산' 中 공장 로봇 시스템 공개

•   Nikkei Asian Review: Japan aims to cut social contact by 80%, here's why

•   Nikkei Asian Review: Japan carmakers lend a hand in race for ventilators

•   Nikkei Asian Review: Tokyo unveils toothless coronavirus rules as cases hit record high

•   Nikkei Asian Review: Infectious diseases expert warns of second corona wave after fall

•   Mainichi: Summer bonuses at Japan firms expected to fall by 6.4% due to virus

•   Mainichi: Japan auto industry vows to protect jobs amid virus crisis

•   Japan Times: Japanese companies confused by state, municipal flip-flopping on coronavirus closures

•   Japan Times: Japan's bankruptcy tally at 51 as pandemic destroys commerce

•   Economic Times: View: Coronavirus could be India's black swan event

•   Economic Times: Will lockdown continue in India?

•   Economic Times: IMF MD ropes in Raghuram Rajan, 11 others to key external advisory group

•   Economic Times: View: It's important to keep the money flowing during a crisis

•   Economic Times: View: What happens when employees return to work

•   Livemint: Working capital woes add to lockdown pain for cash starved companies

•   Livemint: India Inc urges govt for a lockdown exit strategy

•   Livemint: Coronavirus update: Covid-19 cases in India jump to 8,356. State-wise numbers here

•   Business Standard: Over 15 million jobs at stake unless package announced immediately: FIEO

•   Business Standard: Shortage of workers in clearing cargo clogs airports, ports, railways

•   Business Standard: How economic crisis due to Covid-19 is different from 2008 meltdown

•   Business Standard: Construction of highways in safe districts may be allowed under lockdown

•   Hindustan Times: Covid-19 causes severe disruption to Indian economy, says World Bank

•   Hindustan Times: 1.37 lakh provident fund claims cleared in 10 days to help in times of Covid-19 distress, says govt

•   Hindustan Times: Coronavirus crisis: ₹10 lakh crore stimulus need of the hour, experts estimate

•   Jakarta Post: 1.2 million Indonesian workers furloughed, laid off as COVID-19 crushes economy

•   Viet Nam News: Credit card defaults a risk during COVID-19

•   Viet Nam News: Steel producers hit hard by pandemic

•   Myanmar Times: MIC to accelerate approvals for labour-intensive, healthcare investments

•   Myanmar Times: Companies to receive COVID-19 loans, but discrepancies hamper number of approvals

[Opinions]

•   Project Syndicate(Barry Eichengreen): The Human-Capital Costs of the Crisis

•   Project Syndicate(Philippe Legrain): A COVID-19 Marshall Plan for Europe

•   Project Syndicate(Xavier Vives): Europe’s New Defining Moment

•   FT(Editorial Board): The dos and don’ts of wearing a face mask

•   FT(Editorial Board): New issuance of SDRs is vital to help poorer countries

•   FT(Rana Foroohar): WeWork’s lessons for US real estate

•   FT(Wolfgang Münchau): How the next euro crisis could unfold

•   FT(John Dizard): US is on course for a downward spiral of mortgage failures

•   FT(Richard Waters): Crisis reminds Silicon Valley that cash is king

•   FT(John Dalhuisen): EU must call out the follies of Poland’s Covid-19 election

•   FT(Faure Essozimna Gnassingbé): Mobile cash can help Africa fight Covid-19

•   FT(Tim Bale): A Brexit extension would still face serious opposition

•   FT(Henry Mance): That 5G coronavirus conspiracy? It was me

•   FT(George Magnus): China should not count its successes too soon

•   FT(Moritz Kraemer): The eurozone is at risk of a debt crisis worse than the last one

•   FT(Lex): Coronavirus/US wage support: compassionate calculus

•   FT(Lex): Opec/Russia oil deal: group sink

•   WSJ(Holman W. Jenkins, Jr.): Your Coronavirus Crib Sheet

•   WSJ(Kimberley A. Strassel): Bernie Campaigns On

•   WSJ(Andy Kessler): Coronavirus Shatters Complacency

•   WSJ(Joseph A. Ladapo): Lockdowns Won’t Stop the Spread

•   WSJ(Barton Swaim): Joe Biden and the Slow Death of Liberalism

•   WSJ(Salena Zito): They Developed Their Coronavirus Vaccine in Salk’s Shadow

•   WSJ(Hal Scott): The Fed Needs to Move Faster

•   WSJ(Lance Morrow): Biden-Cuomo Is the Way to Beat Trump

•   NYT(Editorial Board): ‘We’re Going Down, Down, Down, Down, Down’

•   NYT(Paul Krugman): American Democracy May Be Dying

•   NYT(Bret Stephens): Covid-19 and the Big Government Problem

•   NYT(Timothy Egan): After the Pandemic, the Big Reset

•   NYT(David Sax): The Coronavirus Is Showing Us Which Entrepreneurs Matter

•   NYT(Elizabeth Goitein, Andrew Boyle): Trump Has Emergency Powers We Aren’t Allowed to Know About

•   NYT(Joe Biden): My Plan to Safely Reopen America

•   NYT(Tom Frieden): What the C.D.C. Can Do to Slow This Pandemic

•   WP(Editorial Board): With the country distracted, the EPA tees off on the environment

•   WP(Editorial Board): The world’s largest democracy should set a pandemic-response example. So far, it hasn’t.

•   WP(Editorial Board): Now is not the time for Trump to threaten the WHO

•   WP(Editorial Board): At the U.S.-Mexico border, Trump weaponizes the pandemic

•   WP(Henry M. Paulson Jr.): 7 things to keep in mind as we rebuild our economy

•   WP(Robert J. Samuelson): Don’t blame the politicians. Blame the economists.

•   WP(Max Boot): The second-most-dangerous contagion in America: Conservative irrationality

•   WP(Dana Milbank): When you drown the government in the bathtub, people die

•   WP(George F. Will): How Joe Biden can learn from Trump’s mistakes on trade

•   WP(Kathleen Parker): The coronavirus pandemic is putting an end to politics as we know it

•   WP(Greg Sargent): Trump’s China-bashing ad is more ridiculous than you thought

•   WP(Helaine Olen): Millennials will carry Bernie Sanders’s ideas into the future

•   WP(Andy Puzder): The best way to reboot the economy is to revive the Trump approach

•   WP(Amity Shlaes): The Great Depression didn’t have to happen. Neither does a covid-19 depression.

•   WP(James Downie): As Congress dithers and Americans suffer, Democrats need to go big

•   Bloomberg(Justin Fox): No, GDP Isn’t Really Going to Shrink 30%

•   Bloomberg(Mihir Sharma): No, China Isn’t Winning the Virus Propaganda Battle

•   Bloomberg(Andy Mukherjee): A 100-Year Chance to Shake Up Debt and Taxes

•   Bloomberg(Liam Denning): OPEC+ and the G-20 Say ‘Yes' To Duress

•   Bloomberg(Julian Lee): The U.S.-Saudi-Russia Oil Cease-Fire Won’t Last

•   Bloomberg(Nisha Gopalan): Hong Kong's the Canary in the Coronavirus Economy

•   Bloomberg(Clara Ferreira Marques): Poorer Nations Need Their Own Pandemic Toolkit

•   Bloomberg(Ferdinando Giugliano): Italy Will Struggle to Sell the EU Rescue Deal at Home

•   Bloomberg(Ferdinando Giugliano): Greece Shows How to Handle the Crisis

•   Bloomberg(Eli Lake): China’s Participation in the WHO Comes at a Price

•   Bloomberg(Andreas Kluth): This Pandemic Will Lead to Social Revolutions

•   Bloomberg(Danielle DiMartino Booth): Another U.S.-Wide Housing Slump Is Coming

•   Bloomberg(Tae Kim): Apple and Google’s Covid Partnership Is Huge

•   Bloomberg(Esfandyar Batmanghelidj): How the IMF Can Help Iran Despite U.S. Objections

•   Bloomberg(Abiy Ahmed): What African Economies Need to Survive the Coronavirus

•   CNN(Jeffrey Sachs): Why the US has the world's highest number of Covid-19 deaths

•   CNN(Julian Zelizer): Biden needs to pivot to a Covid-19 campaign strategy

•   CNN(Ban Ki-moon, Patrick Verkooijen): Will we learn lessons for tackling climate change from our current crisis?

•   CNN(Jennifer Prah Ruger): How prepping for pandemics can lead to big economic returns

•   CNN(Kent Sepkowitz): Why New York has been hit so hard by coronavirus

•   MarketWatch(Nigam Arora): Prepare for massive new opportunities in stocks as the response to the coronavirus reshapes the economy

•   MarketWatch(Mark Hulbert): Stocks will revisit their coronavirus crash low, and here’s when to expect it

•   MarketWatch(Cullen Roche): No, we’re not heading toward the next Great Depression

•   한경(한상춘): 美 달러화 '휴지 조각' 우려와 화폐개혁 논쟁