[Markets]
※ Stocks jump on hope economies can restart soon
※ Amazon gains 5.3% to hit new high
※ Oil slumps on worries supply cuts are not enough
※ Dollar slips as risk appetite makes comeback
• Grains: Soybeans fall further on coronavirus demand risks
[Indicators]
• China Mar. Balance of Trade: Coronavirus Hit on China Trade Eases, but Export Outlook Is Bleak
• 한국 3월 수출입물가: 원화값 하락에도…유가 급락에 수출입물가 `뚝`
• 한국 3월 건설기업 경기실사지수: 건설기업 경기실사지수 3개월동안 ‘33.1P 급락’
• Indonesia Benchmark rates: Indonesia Surprises by Holding Key Rate, Cuts Reserve Ratio
• Vietnam Q1 Car sales: VAMA sales of cars drop 33 per cent in Q1
• South Africa Benchmark rates: South Africa’s central bank slashes rates to post-apartheid low
• COVID-19Johns Hopkins University Live Updates
[News]
• Bloomberg: Get Ready for More, Longer Blackouts
• CNBC: The market was lifted by hope that the economy may reopen soon, but the return has to go just right
• CNBC: When should coronavirus lockdowns be lifted? WHO offers advice on adapting to a ‘new normal’
• CNBC: Emerging market currencies have been hit by the coronavirus, but analysts say it’s not all bad news
• CNBC: March retail sales will look horrible after the coronavirus pandemic forced consumers to stay home
• CNBC: UK likely to extend lockdown as death toll tops 11,000, while Europe starts to lift restrictions
• CNBC: JPMorgan says unemployment could hit 20% and borrower defaults could get ‘meaningfully’ worse
• CNBC: Bank of America survey shows highest cash positions since 9/11 attacks, demand for end to buybacks
• Fox Business: Kudlow: Trump to make 'very important' announcement on reopening US economy in next day or two
• Global Times: China-US relations will no longer be the same
• Global Times: Global soybean markets face major virus uncertainty
• 매경(P1): 北, 총선 전날 고강도 도발…순항미사일 수발 40분간 발사
• 매경(P1): 국민 70%에 100만원…文 "미리 신청받아라"
• 매경: 기아車 5년만의 회사채 복귀전 `완판`
• 매경: 서울, 지난겨울 전월세거래 역대 최대
• 매경: 공매도 전면 금지에…한달새 대차잔액 25%↓
• 한경(P1): '신용 줄강등' 공포에 질린 기업들…"회사채 13兆 갚을 길 막막"
• 한경(P1): 반도체에 170조 쏟아부은 중국…한국과의 격차 1년으로 좁혔다
• 서경(P1): [단독/시그널] 삼성·SK, 두산솔루스 인수전 가세
• 서경(P1): 확정 전에 덜컥 발표...스텝 꼬인 금융지원
• 조선: 반도체로 버티는데… 하반기부터 더 힘들어진다
• 조선비즈: 연 8조원 증권거래세 사라질까… 여야 “단계적 폐지” 공약
• JTBC: 두산 "가능한 모든 자산 매각 검토"…급여 삭감도
• 동아: 불꽃 튀는 중저가폰 경쟁… 애플도 가세
• 동아: 경기 침체에도 기업들 R&D투자 4조 늘어
• 동아: 강남 이어 마용성도… 아파트 매물 크게 증가
• 문화(P1): ‘코로나 감염’ 실물경제, 총선이후가 더 위기다
• 머니투데이: 줄서서 사던 '공적 마스크', 이제 '절반' 남아돈다
• 헤럴드경제(P1): 대량실업 공포…최악땐 ‘100만 실업자’ 현실화
• 헤럴드경제(P1): 청와대로 간 항공업 종사자들 “버틸 수 있게…금융지원 시급”
• 헤럴드경제: 고용유지금 증액외엔…묘책없는 실업대책
• 헤럴드경제: 한국 CCI낙폭, 두달 연속 OECD중 ‘최대’
• 헤럴드경제: 이달 ‘종부세 강화법안’ 심의…‘1주택 완화’ 최대 쟁점
• 헤럴드경제: 두산채권단 “인프라·밥캣 매각” 압박
• 헤럴드경제: 1분기 채권 통한 자금조달 97.3조
• 헤럴드경제: 정부, 여행·관광숙박업 ‘긴급수혈’ 속도
• 파이낸셜뉴스(P1): 중대본 "코로나 치료제 내년 출시"
• 파이낸셜뉴스(P1): 확진 늘면 울던 소상공인.. 매출 추락 바닥은 지났다
• 파이낸셜뉴스: 서울 아파트 전셋값 40주째 올라… 내리막 집값과 다른 길
• 파이낸셜뉴스: 경상적자보다 무서운 ‘불황형 흑자’ [이슈 분석]
• 파이낸셜뉴스: 두산·두산인프라코어, P-CBO에 2000억 지원 요청
• 파이낸셜뉴스: 두산건설도 BW 조기상환 압박… 투자자 90% 풋옵션 [마켓워치]
• 파이낸셜뉴스: 유동화증권 차환 부담 커진 증권사.. 만기도래액 자기자본 80% 넘는곳도
• 파이낸셜뉴스: 삼성重, LNG연료추진 VLCC 2척 수주
• 파이낸셜뉴스: 파운드리 초미세공정 속도조절 나설 듯
• 아시아경제(P1): 항공사 ABS에 수천억 물린 은행들…시한폭탄 터질까 '초비상'
• 아시아경제(P1): 정부, 고용유지지원금 상향 검토…휴업수당의 100% 되나
• 아시아경제: 고용유지지원금 수령 10% 뿐…대책 마련 시급
• 아시아경제: 기업들 해외사업장 오픈 잇단 연기…코로나發 '셧다운' 공포
• 아시아경제: 한고비 넘겼지만…두산 앞에 놓인 험난한 길
• 아시아경제: 세계 디스플레이 시장 8% 역성장 전망, 코로나19 여파
• 이데일리(P1): [단독]코로나19 15분 신속진단키트 나온다
• 이데일리: 내달 ‘고순도 불화수소’ 양산… 영역 넓히는 SK머티리얼즈
• 더벨: 두산건설 매각에 채권단 직접 나설까
• 더벨: 두산메카텍, 매각 후순위 카드로 예상
• 더벨: ㈜두산, 지주사 재전환 가능성과 득실은
• 글로벌이코노믹: 박정원 두산그룹 회장의 ‘수소 드론 의 꿈' 높이 나른다
• 뉴스웨이: 두산그룹 위기인데…오너가 고배당 ‘눈살’
• 팍스넷뉴스: "두산인프라, 밥캣 가치하락에 2500억 추가 필요"
• Power Engineering: Energy storage deals with impacts from COVID-19
• Windpower Monthly: Senvion set to sell-off Indian unit
• Equipment Journal: Meet the new D7 dozer from Caterpillar - Equipment Journal
• 건설경제: 정부 “건설활력 제고 위해 1.2조 조기 투입”
• OilPrice.com: China Stockpiled Ultra Cheap Crude During Lockdown
• OilPrice.com: U.S. Shale Production To Drop By Record Amount In April
• OilPrice.com: U.S. May Help Oil Producers By Offering Storage Space In SPR
• 전자신문: 정부, 디지털트윈 중장기 로드맵 수립한다
• 디지털데일리: 삼성D, 중소형 OLED 강자 ‘재확인’…中 BOE, 화웨이 업고 반등
• Phone Arena: OnePlus 8 and 8 Pro are official: 5G-ready and the company's most expensive phones yet
• Phone Arena: Samsung Galaxy Fold 2 might have an ultra-thin foldable glass display, but Samsung is still undecided
• Robotics & Automation News: Robots used in various situations to fight global coronavirus pandemic
• Robot Report: Locus Robotics ‘RAD’ service expedites AMR deployments
• Robot Report: Optimus Ride pivots role of autonomous vehicles during COVID-19
• Robot Report: XDBOT developed at NTU Singapore to disinfect large surfaces
• Nikkei Asian Review: Japan's population shrinks at record rate, losing 276,000 people
• Nikkei Asian Review: As N95 masks run out, Japan turns to handful of domestic suppliers
• Nikkei Asian Review: How coronavirus exposed the collapse of global leadership
• Economic Times: PM Modi extends national lockdown till May 3, next one week crucial in Covid fight
• Economic Times: India Inc top guns could see big dip in profit & revenue
• Economic Times: Lockdown: Housing demand expected to remain muted, say rating agencies
• Economic Times: View: India has to get back to business; marginal cost is far exceeding the marginal benefit
• Business Standard: Barclays pegs economic cost of lockdown at $234 bn; sees no growth in 2020
• Folha de S.Paulo: Brazil Has 105 New Deaths from Coronavirus in 24 Hours; Total Is 1,328
• Folha de S.Paulo: Brazil's Government Foresees 2021 Budget Deficit
• Jakarta Post: Up to 9 million people to fall into poverty, unemployment as COVID-19 hits: Sri Mulyani
• Viet Nam News: VN could become world’s face mask factory amid COVID-19
• Viet Nam News: Ministry approves 10 per cent to power bills cut
• Viet Nam News: Rice exporters surprised with the quick end of export quota
[Opinions]
• Project Syndicate(홍남기): How the G20 Should Lead, Again
• Project Syndicate(Melvin Sanicas): Melvin Sanicas Says More…
• Project Syndicate(Jim O’Neill): Blaming China Is a Dangerous Distraction
• Project Syndicate(Kaushik Basu): The Great Whiplash
• Project Syndicate(Wandile Sihlobo): Agriculture After the Pandemic
• FT(Editorial Board): Mexico’s unfolding presidential tragedy
• FT(Editorial Board): IMF’s grim forecasts show financial risks loom
• FT(Martin Wolf): The world economy is now collapsing
• FT(David Gardner): US-Saudi ties strained as Mohammed bin Salman reverses on oil
• FT(Hakan Samuelsson): Europe and the US need a soft economic restart
• FT(18 African and European leaders): Only victory in Africa can end the pandemic everywhere
• FT(Claire Jones): The calls for sovereign debt relief are mounting
• FT(Mohamed El-Erian): Markets and economists are still too upbeat on coronavirus
• WSJ(Walter Russell Mead): China Still Misleads the World on the Coronavirus
• WSJ(Ali Wambold): Give Relief to Small Businesses, Not Big Banks
• WSJ(Phil Gramm, Michael Solon): More ‘Stimulus’ Would Crush the Recovery
• NYT(Editorial Board): The Global Coronavirus Crisis Is Poised to Get Much, Much Worse
• NYT(Paul Krugman): Republicans Don’t Want to Save Jobs
• NYT(Paul Krugman): Economists Aren’t the Ones Pushing to Reopen the Economy
• NYT(Ross Douthat): When Coronavirus Lockdowns Go Too Far
• NYT(Britta L. Jewell, Nicholas P. Jewell): The Huge Cost of Waiting to Contain the Pandemic
• NYT(Neal K. Katyal): It’s the Worst Possible Time for Trump to Make False Claims of Authority
• NYT(Anne Case, Angus Deaton): The Coronavirus Has Laid Bare the Inequality of America's Health Care
• WP(Editorial Board): The science is challenging. But we should be hopeful for a covid-19 vaccine or drug.
• WP(Editorial Board): Leaders risk lives by minimizing the coronavirus. Bolsonaro is the worst.
• WP(David Ignatius): Will the new oil pact open a broader dialogue between Trump and Putin?
• WP(Henry Olsen): There are patterns in the covid-19 crisis. Here’s what they tell us.
• WP(David Von Drehle): A coronavirus vaccine is our only escape
• WP(Jason Rezaian): Other countries ponder when to reopen. Iran is already doing it.
• Bloomberg(Conor Sen): Be Prepared for the Profitless Coronavirus Recovery
• Bloomberg(Justin Fox): Don’t Like What the Virus Models Say? Try Building Your Own
• Bloomberg(Mac Margolis): Brazil’s Bolsonaro Meets His Fauci
• Bloomberg(Brian Chappatta): Fed’s High-Yield ETF Buying Defies Explanation
• Bloomberg(John Authers): Netflix Throws a Wrench in the V-Shaped Recovery
• Bloomberg(Clara Ferreira Marques): Putin’s Oil Deal Is Humiliating But Unavoidable
• Bloomberg(Lionel Laurent): The EU’s Big Pandemic Failure Isn't About Money
• Bloomberg(Michael R. Strain): A Seven-Point Checklist for Reopening the Economy
• Bloomberg(Max Nisen): The U.S. Didn’t Need 50 Different Covid-19 Strategies
• Bloomberg(James Greiff): The Great Recession Was Bad. The ‘Great Lockdown’ Is Worse.
• Bloomberg(Clive Crook): Coronavirus Chaos Is the IMF’s Biggest Test Ever
• Bloomberg(Roy Bahat): Companies Are Firing the Wrong People
• Bloomberg(Cathy O'Neil): 10 Reasons to Doubt the Covid-19 Data
• MarketWatch(Rex Nutting): Trump is wrong about who’s in charge — the coronavirus is still calling the shots
• MarketWatch(Paul Brandus): Trump is odd man out as approval ratings soar for world leaders’ handling of the coronavirus pandemic
• Fox Business(James Coleman): US ready to shape global energy markets with this game-changing power
• 조선(사설): 월성 1호 감사 발표 결국 총선 후로, 탈원전 옳다며 왜 숨기나
• 중앙(사설): 끝없이 제기되는 월성1호기 조기 폐쇄 의혹
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