Business Intelligence Monitor 200414

(Introduction)

[Markets]

•   Global: Crude mixed on output deal, recession fears; shares slip

※   Wall Street slides as investors brace for dour earnings

※   Oil prices mixed after output cut

※   Minister says UK GDP could contract by 30% -Times

※   China’s export slump seen extending to March -Poll

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 수출감소 소식에 1.9% 하락…1,820대로 후퇴

•   한국: 한국 국가부도위험, 일본·프랑스보다 낮아졌다

•   Oil: Oil under pressure on doubts over record US-backed Opec deal

•   Metals: Shanghai copper hits near 4-week high on supply woes

•   Grains: Soybeans drop as livestock markets drag meal lower

[Indicators]

•   Global Q1 PC shipments: PC Sales Fall Sharply in Latest Quarter

•   한국 3월 구직급여 지급: 무너지는 고용…구직급여 61만명 최다

※   매경: 고용지원금으로 46만명 버티지만…현실화된 `일자리 쇼크`

※   한경: "신청일 이틀 더 많아서"…정부, 3월 실업급여 급증에 옹색한 해명

•   한국 3월 ICT수출: 코로나19 불구, 3월 ICT수출, 2개월 연속 상승

•   한국 4월 1~10일 수출: 4월 1∼10일 수출 18.6%↓…일평균 기준도 18.6%↓

•   India Mar. CPI: Retail inflation eases to 4-month low in Mar on lower food prices

•   India Mar. Car sales: Passenger vehicle sales plunge 51% in March over coronavirus lockdown: SIAM

•   Indonesia Q1 Manufacturing index: Indonesia’s factory activity in deepest-ever contraction as pandemic disrupts supply, demand

•   COVID-19Johns Hopkins University Live Updates

[News]

•   WSJ: States Move to Coordinate on Reopening Plans

•   WSJ: Some Northeast States Begin to Plan Reopening of Area’s Economy

•   WSJ: The Coronavirus Economic Reopening Will Be Fragile, Partial and Slow

•   WSJ: North America’s Oil Industry Is Shutting Off the Spigot

•   WSJ: Baker Hughes Pursues $1.8 Billion Restructuring Plan Amid Oil-Price Declines

•   WSJ: Trump Tactics, Plunging Demand Led to Oil Production Cuts

•   WSJ: Scientists Seek Answers on Role of Warmer Temperatures

•   WSJ: Republicans Embrace Big-Government Solutions

•   WSJ: World Bank, IMF Push to Consolidate Patchwork Approach to Coronavirus Crisis

•   WSJ: How Coronavirus Spread Through Corporate America

•   WSJ: Fed Official Says Lending Programs Will Support Economy, Avoid Deflation

•   WSJ: Newsletter: Oil, Ventilators, Toilet Paper and Pork

•   WSJ: Pandemic Fuels Rapid Increase in Missed Mortgage Payments

•   WSJ: Ford Looks to Conserve Cash Amid $600 Million Preliminary Loss

•   NYT: Economic Pain Will Persist Long After Lockdowns End

•   NYT: Bernie Sanders Endorses Joe Biden for President

•   NYT: A Week Late, Wisconsin’s Tumultuous Primary Produces a Winner

•   NYT: Coronavirus Fears Terrify and Impoverish Migrants in the Persian Gulf

•   NYT: Big Business Pledged Gentler Capitalism. It’s Not Happening in a Pandemic.

•   WP: White House denies Trump is considering firing Fauci

•   WP: Pelosi, Schumer say they won’t budge on funding demands

•   FT: Europe’s hardest-hit extend lockdowns but plan reopenings 

•   FT: EU calls for co-ordination of lockdown exit strategy

•   FT: Amazon to hire 75,000 more workers to cope with demand

•   FT: US junk borrowers test bond market after Fed package

•   FT: Shell-shocked companies given a crash course in survival

•   FT: Companies try to slow product shipments from overseas 

•   FT: China-Africa relations rocked by alleged racism over Covid-19

•   FT: ADB triples coronavirus funding for members to $20bn 

•   FT: UK lockdown expected to continue despite ‘positive signs’

•   FT: US shopping mall owners face financial reckoning

•   FT: Coronavirus crisis revives Franco-German relations

•   FT: BlackRock to advise EU on green regulation for banks

•   FT: We answer your questions on coronavirus and globalisation

•   FT: What does the Opec+ deal mean for the world?

•   FT: Who will cover America’s missed mortgage payments?

•   FT: Putin seizes crude supply deal to oil relations with Trump

•   FT: Coronavirus challenges Japan’s paternalistic work culture

•   FT: Luckin debacle shakes investor faith in New York’s China listings

•   FT: Erdogan move to block minister’s resignation exposes  Turkish power struggle

•   FT: Coronavirus: is investment management the weak link?

•   Bloomberg: WHO Says 70 Vaccines in the Works, With Three Leading Candidates

•   Bloomberg: Indonesia Seen Cutting Rates Again Amid Pandemic

•   Bloomberg: Apple Plans iPad-Like Design for Next iPhone, Smaller HomePod

•   Bloomberg: India Tightens Strict Lockdown Measures in Virus Risk Zones

•   Bloomberg: Over a Fourth of Michigan’s Workforce Has Filed for Unemployment

•   Bloomberg: Fed Dials Back Frequency of Repo Actions After Market Stabilizes

•   Bloomberg: U.S. Debt and Deficit Forecast to Hit Levels Not Seen Since WWII

•   Bloomberg: Three Areas Economists Are Watching to Gauge Recovery’s Strength

•   Bloomberg: Recovery in Chinese Trade Far From Sight as Global Outlook Dims

•   Bloomberg: Indonesia a Hidden Virus ‘Hotspot’ With New Cases Surging

•   Bloomberg: Italy’s New Coronavirus Cases Fall as Daily Death Toll Rises

•   Bloomberg: Aramco Cuts Oil Pricing to Asia Even After OPEC+ Output Deal

•   Bloomberg: Coronavirus: US Congress Under Pressure for More Stimulus Funding

•   Bloomberg: How Did the Oil Price War End?

•   Bloomberg: Auto Industry Gripped by Fear of Impending Car-Price Collapse

•   Bloomberg: How to Stop the Fiscal Emergency Facing U.S. Cities and States

•   Bloomberg: India Central Bank RBI Doubles Down on Market It Despised

•   Bloomberg: China’s Biggest Carmaker Posts 29% Profit Drop on Industry Slump

•   Bloomberg: U.S., EU Are Far Apart on Reshoring Making of Medical Gear

•   Bloomberg: Biggest India Carmaker Sees Personal Vehicles Making a Come Back

•   Bloomberg: Kim Raises Sister’s Profile With North Korean Politburo Post

•   Bloomberg: What to Watch for When U.S. Banks Deliver Look at Virus Impact

•   Bloomberg: These Charts Indicate Calm Has Returned to Japan’s Stock Market

•   Bloomberg: Election Win for South Korea’s Moon Could Revive Goal to Reshape Economy

•   Bloomberg: Doctors Come Under Attack in India as Coronavirus Stigma Grows

•   Reuters: China's new coronavirus cases rise to near six-week high

•   Reuters: India, Pakistan plan to restart some economic activity during coronavirus lockdown

•   Reuters: Japan minister: Paris accord under threat if coronavirus trumps climate change

•   Reuters: Turkey to impose fresh lockdown next weekend to halt COVID-19 spread: Erdogan

•   Reuters: Brazil likely has 12 times more coronavirus cases than official count, study finds

•   Reuters: Exclusive: Brazil to launch $1.9 billion credit scheme for micro firms - sources

•   Reuters: India MPC minutes reiterate focus on mitigating COVID-19 risks to economy

•   CNN: Congress extended unemployment assistance to gig workers. But they're struggling to access it

•   CNN: Cheap oil isn't going away, even after record production cuts

•   CNN: Why you should think twice about delaying your mortgage payments

•   CNBC: Coronavirus saliva test gets FDA emergency use approval, Rutgers University says

•   CNBC: Trump says there’s ‘clear evidence’ coronavirus mitigation is working in US as growth in new cases stabilizes

•   CNBC: WHO officials say it's unclear whether recovered coronavirus patients are immune to second infection

•   CNBC: Trump's tariffs on China could cost US in its fight against coronavirus

•   CNBC: WHO officials warn nations against easing coronavirus restrictions too early

•   CNBC: South Africa’s Ramaphosa blasts ‘despicable’ crime wave during coronavirus lockdown

•   CNBC: OPEC+ deal saved 'more than 2 million' jobs in the US: RDIF's Dmitriev

•   CNBC: OPEC+ cut is Trump's 'biggest and most complex' deal ever: Dan Yergin

•   MarketWatch: If those stimulus checks are arriving on schedule, you wouldn’t know it from all the complaining

•   MarketWatch: Trump says OPEC and allies are looking to cut ‘20 million barrels a day, not the 10 million’ that’s being reported

•   Fox Business: Trump vs. governors: Who decides when US economy reopens?

•   Fox Business: Stock market's coronavirus bottom probably in: Goldman Sachs

•   Fox Business: Coronavirus spotlights risk at JPMorgan, Wells Fargo

•   Fox Business: Number of mortgage loans in forbearance jumps, survey shows

•   SCMP: China’s ‘rice bowls’ cracking as virus pushes companies into job cuts

•   SCMP: China’s export hub Yiwu grinds to a near halt on global virus restrictions

•   SCMP: Explainer | What is the US-China trade war?

•   Global Times: Post-pandemic may be more enlightened era

•   Global Times: China's auto sector to continue recovery in Q2: analysts

•   매경(P1): 정유4社 최악 어닝쇼크 온다

•   매경: 팔수록 손해보는 석유제품…정유사 "현금 말라간다" 아우성

•   매경(P1): 車 셧다운 이어 타이어도 `스톱`

•   매경: 셧다운에 감염된 車산업…부품업체로 확산 초읽기

•   매경: 年 5~6% `급매 은행채`…강남 큰손들 1천억 싹쓸이

•   매경: `법으로 해고 금지`하자는 양대 노총

•   매경: 취업 안되고 알바 잘리고…서울 청년수당 2만6000명 몰려

•   매경: 韓증시 한발 담가놓는 외국인…ETF는 샀다

•   매경: 당국 대응 약발…원유 ETN 괴리율 `뚝`

•   한경(P1): 채안펀드 가동에도 회사채 시장 '살얼음판'

•   한경: 셀트리온 "코로나 치료제, 우리가 세계에서 제일 빨라"

•   한경: 선거판 쟁점된 노동이사제…'광주형 일자리' 좌초하나

•   한경: 집에서 콜센터 업무, 공무원도 자율출근…일하는 방식이 바뀐다

•   한경: '버팀목' 반도체마저 우울한 전망

•   한경: 1100원대 등장한 휘발유값…"하락세 최소 2~3주 더 갈 듯"

•   한경: 창립 10년…샤오미 생태계 앞세워 'AI+IoT'로 영토 확장

•   한경: 코로나 치료 급한데…허가 문턱 못넘는 국산약

•   서경(P1): 두산 '고강도 자구안' 제출

•   서경: '알짜' 자회사 지분 매각도 검토..."가능한 모든 자산 판다"

•   서경: 오피스텔 살 돈 1억, 주식에 베팅하는 '동학개미'

•   서경: 몰아치는 '거래한파'···강남아파트 한달새 62% 줄었다

•   서경: ['한은, 회사채 매입' 관전포인트] 정부보증의 10배 지원 검토···빨라야 5월말 시행 가능할 듯

•   서경: [세종 포커스] 대·중기 이분법 벗고···일시적 유동성 부족 대기업 지원을

•   서경: 해운동맹 잇단 감편...옥석가리기 시작되나

•   서경: 1분기 웃었던 반도체 2분기엔 꺾일수도

•   서경: 재계 오너家 잇단 자사주 매입...'책임경영·승계' 두토끼 잡기?

•   서경: "새로운 코로나 후보약물 찾았지만···내달말 이후 동물실험 가능"

•   서경: 임상 약물 중엔 '렘데시비르' 효과 가장 탁월

•   서경: 목동보다 비싼 고양 분양가 ··· 또 드러난 ‘분양가 규제’ 맹점

•   서경: 지방 입주율 뚝 ··· 52% ‘기존주택 안 팔려 새 집 못 들어가’

•   서경: 늘어나는 '미스터리 거래' 시장혼란 부추긴다

•   서경: 배보다 큰 배꼽···경북 수출中企 '울상'

•   조선: [팩트 체크] 정부·셀트리온 "강력한 치료제 후보 찾았다"… 개발까진 수년 걸려

•   조선비즈: TSMC 1분기 매출 42% 늘었다... 삼성과 격차 더욱 벌리나

•   조선비즈: "대형 LNG선 수주는 언제"... 긴장하는 조선업계

•   조선비즈: 한숨돌린 카드사… 금감원, 건전성 규제 코로나로 연기

•   조선비즈: 중남미로 확산하는 셧다운 공포… LG전자, 브라질 TV 공장 다시 가동중단

•   인베스트조선: 두산, 스카이레이크와 두산솔루스 매각 협상 결렬…공개매각 등 예상

•   인베스트조선: 두산그룹은 누굴 위한 자구안을 내놓을까

•   중앙: 삼성 스마트폰 ‘매출 100조·영업익 10조 시대’ 흔들

•   동아(P1): 가족감염 ‘조용한 전파’… 지역 번지며 18명 확진

•   동아: “대출만기 6개월 유예한다더니 은행선 2개월”… 소상공인들 분통

•   문화: 공장 ‘셧다운 감염’… 내달에도 가동 불투명

•   문화: 국내 경기전망, 확실한 건 ‘불확실’ 뿐

•   문화: <‘코로나19’ 팬데믹>丁총리 “週후반 생활방역 전환 논의”… 의협 “확진감소는 착시”

•   문화: 3월 채용공고 -32.7%… 여행·숙박업은 ‘반토막’

•   문화: 회사채 담보 증권사 대출허용 방침에… 업계 “담보범위 늘려야”

•   문화: 강남권 일부 新고가 있지만… “서울 집값 더 떨어질 것”

•   한국(P1): “가게 3곳 중 1곳 문 닫아… 시장밥 45년에 이런 불황은 처음”

•   세계: 바이오발전량, 11년 만에 태양광 추월

•   머니투데이(P1): 하루 5000명도 안 오는 인천공항, 셧다운 확대하나

•   머니투데이(P1): 하루에 7조원 베팅…'동학개미' 비웃는 ETF 불개미들

•   머니투데이: 실업급여 2개월 더…대기 중인 '외환위기급' 대책

•   머니투데이: 친환경 에너지시대, 육·해상 연료도 청정 LNG로

•   머니투데이: "위기를 기회로"...정부, '코로나 이후'를 준비한다

•   헤럴드경제(P1): 외국인 순매도 13.5조 ↓ vs 개인 순매수 17.9조 ↑…숫자로 본 3월 주식대전

•   헤럴드경제(P1): 흔들리는 ‘신흥국 공급체인’…신음하는 한국기업

•   헤럴드경제: 부동산 대세하락? 5월에 보자

•   헤럴드경제: “두산重 대주주 3자배정 자본확충 유력”

•   헤럴드경제: 강남 집값 요동 ‘믿을 건’ 전·월세 수요

•   파이낸셜뉴스(P1): 항공업계 ABS發 '크로스 디폴트 공포' [항공업계 유동성 비상]

•   파이낸셜뉴스: 빅2 항공사 올해 만기 채무만 6조… 정부 구조조정 속도낸다 [항공업계 유동성 비상]

•   파이낸셜뉴스: 대한항공·아시아나 ABS 신용등급 강등 [항공업계 유동성 비상]

•   아시아경제(P1): 1분기 국채 발행 62兆… 코로나로 사상 최대

•   아시아경제: '마의 역성장 사이클' 진입한 산업계

•   아시아경제: 1분기 마이너스 성장 확실, 이대로면 2분기도 빨간불

•   아시아경제: 코로나 희비...건설 1분기 탄탄, 건자재 휘청

•   디지털타임스(P1): IMF사태까지 언급한 文 "고용문제 큰 걱정"

•   디지털타임스: 가라앉는 삼성重… 어두운 해양플랜트 전망

•   디지털타임스: "위기가 기회"… 배터리 3社, 시설 투자 `올인`

•   이데일리(P1): '약한고리' 중소기업·가계서 연체율 상승 '빨간불'

•   이데일리: "이르면 5월 내수 경제 정상화..유통·서비스업 우선 회복"

※   하나금융경영연구소: HIF월간 산업 이슈 4월호 - 코로나19의 세계적 유행에 따른 산업별 영향 분석

•   이데일리: 국내 18개 제약·바이오社, 코로나19 치료제·백신 개발 ‘사활’

•   이데일리: 두산그룹, 어떤 자구안 마련할까

•   이데일리: 채권단 "두산솔루스 매각으론 어림없다…대주주 큰 결심 필요"

•   이데일리: [마켓인]두산솔루스 '염가 매각설' 솔솔…추가 경쟁 불 붙나

•   뉴스핌: [리포트 브리핑]두산솔루스, 'M&A, 가치상승의 끝이 아니라 시작 ' 목표가 36,000원 - 유진투자증권

•   뉴스토마토: (단독)두산, 지난해 '1조원 자본확충계획' 실패

•   뉴스토마토: (단독)코로나19로 부실 덮은 두산그룹

•   더벨: 전기차 부품 철수, 두산의 '통 큰 포기'

•   아이뉴스24: 채권단, (주)두산 달랑 8주 선순위 질권…"오너家, 집 빼고 다 넘겨라"

•   reNews: COVID-19: Siemens Gamesa reopening Spanish plants

•   reNews: COVID-19: UK wind turbine prices to increase

•   KHL: Spain’s construction sites re-open

•   KHL: Pandemic cuts US nonresidential construction employment

•   Equipment World: Sany debuts SY155U, SY225C excavators at ConExpo 2020

•   건설경제: [단독] 민자 ‘서창~김포’ 2파전, ‘오산~용인’ 현대건설 단독 응찰

※   태영건설과 두산건설 등이 새 구성원으로 발을 들였다.

•   건설경제: 건산연, “코로나19 해결 위해선 선제적·적극적 지역건설 정책 필요”

•   건설경제: 미래 부동산시장은…소형주택 수요 증가와 모듈러 확산

•   OilPrice.com: China’s Oil Imports Suffer From Sharp Drop In Economic Growth

•   OilPrice.com: Venezuela Grapples With Extreme Gas Shortage Amid COVID-19 Crisis

•   MINING.com: Despite slowdown in EV sales, li-ion batteries remain critical – report

•   CNET: Tesla's robotaxi fleet will be 'functionally ready' in 2020, Musk says

•   전자신문(P1): 삼성전자, 中 갤럭시A71 5G 출시...중저가 5G폰 수요 조준

•   전자신문: 車업계 위기 '2題'...'수출 막힌 국산차·수입 막힌 외산차'

•   전자신문: "유리냐, 투명PI냐"…삼성 차기 폴더블폰 커버윈도 소재 촉각

•   디지털데일리: 건물 內 속터지는 5G, ‘코로나19’ 영향 대책은

•   디지털데일리: ‘中 LCD 공세’ 나비효과…디스플레이 업계 지각변동 예고

•   Phone Arena: Samsung's Galaxy S20 Ultra 5G is selling like gangbusters

•   Phone Arena: 5G suppliers are waiting on Apple to choose if iPhone 12 will be delayed

•   Phone Arena: New report suggests Galaxy Fold 2 green and blue variants, no S Pen

•   Phone Arena: This iPhone 12 Pro 5G design just became much more likely

•   Phone Arena: The Samsung Galaxy S21 will be a major leap in smartphone design if rumors are correct

•   Robotics & Automation News: Overcoming metrology bottlenecks in additive manufacturing

•   Robotics Business Review: Market playbook: 3 examples of robotics in retail transformation

•   로봇신문: 1분기 서비스 로봇 투자 현황 보니...中 ‘외식’, 서양 ‘대화’ 로봇 주목

•   Modern Materials Handling: Alternative Fuel Tax Credit retroactively extended for propane forklifts

•   Nikkei Asian Review: 24% of world's large companies risk running out of cash

•   Nikkei Asian Review: SoftBank eyes $16.7bn investment loss at Vision Fund

•   Nikkei Asian Review: Third of Japan CEOs see 3-month emergency wreaking havoc

•   Nikkei Asian Review: Into Africa: India vies with China for post-pandemic clout

•   Business Standard: Working capacity at 25% may be unviable as industry awaits end of lockdown

•   Business Standard: Covid-19 lockdown: India Inc more vulnerable now than in recession of 2008

•   Business Standard: Coronavirus lockdown may have cost Indian economy Rs 7-8 trillion

•   Business Standard: India's 2019-20 fuel demand growth worst in over 2 decades as virus strikes

•   Folha de S.Paulo: Crisis Exposes How Bolsonaro Is Dependent on Military and Cornered by Mandetta - 13/04/2020 - Brazil - Folha

•   Moscow Times: OPEC+ Deal Will Help Russia Avoid ‘Market Chaos,’ But Provides Little Support to Embattled Economy

•   Moscow Times: Russian Banks Reject Most Applications for Emergency Coronavirus Loans

•   Moscow Times: Markets Uninspired by ‘Historic’ Russia-Saudi Oil Deal

•   Jakarta Post: Indonesia’s coal consumption may fall 5 percent as virus spreads: Energy ministry

•   Jakarta Post: State-owned banks restructure $1.84b in loans to soften COVID-19 impacts

•   Jakarta Post: Explainer: Indonesia to finance coronavirus battle mostly through debt

•   Jakarta Post: 1.4 million people register for preemployment card in a day as pandemic hits economy

•   Jakarta Post: Bank Indonesia expects forex reserves to increase to $125b

•   Jakarta Post: Sufficient food supply, weak demand to lower April inflation: BI

•   Jakarta Post: Regional administrations reallocate Rp 85 trillion to fight COVID-19

•   Jakarta Post: Govt introduces new social benefits as 2.8 million lose jobs

•   Jakarta Post: Nearly 190, 000 dismissed tourism workers join preemployment card program

•   Jakarta Post: COVID-19: Indonesian banks face challenging time but hopes remain

•   Jakarta Post: Four upstream oil and gas projects worth $45m set to kick off in first quarter

•   Viet Nam News: 93% enterprises to benefit from cut in corporate income tax

•   Myanmar Times: Govt expands list of relief measures for businesses, investors

•   Myanmar Times: Test runs for Chinese gas plant to take place this month

[Opinions]

•   Project Syndicate(Patrick Gaspard): Viral Authoritarianism

•   Project Syndicate(Eswar Prasad, Ethan Wu): Anatomy of the Coronavirus Collapse

•   Project Syndicate(Chema Vera): COVID-19 Thrives on Inequality

•   Project Syndicate(Carmen M. Reinhart, Kenneth Rogoff): Suspend Emerging and Developing Economies’ Debt Payments

•   FT(Editorial Board): Oil accord highlights the new world disorder

•   FT(Gideon Rachman): Coronavirus and the threat to US supremacy

•   FT(Robert Shrimsley): Johnson’s illness has made him more powerful

•   FT(Jonathan Tepper): Federal Reserve has encouraged moral hazard on a grand scale

•   FT(Patrick Jenkins): Banks should not be shamed into a do-gooder lending binge

•   WSJ(William McGurn): Bernie and Coronavirus Capitalism

•   WSJ(Rahm Emanuel): How to Prepare for the Next Pandemic

•   NYT(David Leonhardt): Trump’s Role in the Death Toll

•   NYT(Ruchir Sharma): Some Countries Face an Awful Question: Death by Coronavirus or by Hunger?

•   NYT(Marc Lipsitch): Who Is Immune to the Coronavirus?

•   NYT(Neil M. Barofsky): The Coronavirus Stimulus Money Needs Oversight

•   NYT(Pamela Herd, Donald P. Moynihan): The Coronavirus Stimulus Is Playing Hard to Get

•   WP(Editorial Board): We all want to reopen the economy. But it won’t be quick or easy.

•   WP(Henry Olsen): Trump can learn something from Boris Johnson about leadership

•   WP(Jennifer Rubin): Bernie Sanders’s endorsement of Joe Biden is a marriage of necessity

•   WP(Eugene Robinson): President Trump can’t reopen the country. Only we can do that.

•   WP(Paul Waldman, Greg Sargent ): Bernie Sanders just endorsed Joe Biden. Now comes the hard part.

•   WP(Vladimir Kara-Murza): Vladimir Putin has a popularity problem — and the Kremlin knows it

•   Bloomberg(Mohamed A. El-Erian): More Shock and Awe Stimulus May Be Needed

•   Bloomberg(John Authers): Markets Are Rising on Another Faustian Bargain

•   Bloomberg(Barry Ritholtz): Lots of Muni Bonds Are Going to Be Just Fine

•   Bloomberg(Robert Burgess): There's No Market Recovery Without an Oil Rally

•   Bloomberg(Hal Brands): Cooperate With China on Coronavirus But Don’t Trust It

•   Bloomberg(Cass R. Sunstein): Can Trump Delay the 2020 Election? Here's What the Constitution Says

•   Bloomberg(Matt Levine): When Can Bond Investors Lie to Banks?

•   Bloomberg(John Micklethwait, Adrian Wooldridge): The Virus Should Wake Up the West

•   Bloomberg(Matthew A. Winkler): Top Stock Picker Sees New Alignment With Covid-19

•   Bloomberg(Timothy L. O'Brien): Apple and Google Come to the Rescue. Are You Ready?

•   CNBC(Bob Pisani): Coronavirus-earnings season: What to expect as reports begin Tuesday

•   CNBC(Sarah Keohane Williamson): Stock buybacks: The new litmus test we need after the bailouts

•   CNN(Kent Sepkowitz): Flatten the curve, but please don't make it a U

•   CNN(Krishna Kumar, Shanthi Nataraj, Jonathan Welburn): The government shouldn't try to save all businesses during this crisis

•   MarketWatch(Mark Hulbert): This widely used stock valuation measure says the S&P 500 is 35% overpriced

•   MarketWatch(Peter Morici): The Fed’s dangerous resistance to digital dollars

•   MarketWatch(Timothy Knowles, Ameya Pawar): Missing ingredient so far in coronavirus economic recovery plans: public banks

•   MarketWatch(Johannes Moenius): One side effect of coronavirus: Robots will take our jobs at an even faster rate