[Markets]
※ Investors on edge over uncertain economic path forward
※ Wall Street slides on dour bank earnings, data
※ Tumbling crude knocks oil heavyweights down in Europe
※ Oil falls on oversupply, collapsing demand worries
[Indicators]
• US Mar. Retail sales: Coronavirus Closures Froze Swaths of U.S. Economy in March
• US Mar. NAHB housing market index: Coronavirus: Homebuilder confidence takes biggest monthly dive ever
• 한국 1분기 산업연구원 BSI: "수출·내수 판매 다 안된다"…제조업 경기 '최악'
• India Mar. Balance of Trade: India's exports fall almost 35% in March, drop 4.78% in FY20
• Indonesia Feb. Foreign debt: Indonesia’s foreign debt growth decelerates in February on capital outflow
• Indonesia Mar. Foreign debt: Indonesian exports, imports contract slightly in ‘encouraging’ sign: BPS
• Argentina Mar. CPI: Argentina Inflation Jumps More Than Expected Amid Lockdown
• COVID-19Johns Hopkins University Live Updates
[News]
※ Fed: Beige Book - April 15, 2020
• CNBC: The economic data is even worse than Wall Street feared: ‘The economy is clearly in ruins here’
• CNBC: Another 5 million unemployment claims could be tallied, but the job-loss trend may be peaking
• MarketWatch: Fannie Mae: Home sales will decline by 15% in 2020 due to coronavirus, but what will happen to property prices?
• Fox Business: USDA wants direct coronavirus payments to farmers: Perdue
• 매경: 與 이달 2차추경 처리 나선다
• 매경: 韓銀, 이번주 증권사 긴급대출 나설듯
• 매경: 재계 "경제활성화 대책 먼저 마련해달라"
• 매경: 치솟던 주담대 금리, 이제야 내리네
• 매경: 삼성, 5G기지국 업계 최고속도 성공
• 매경: `포스트총선` 코스닥이 돋보이는 4가지 이유
• 한경: 코로나로 노사 타협 급한데…경사노위 안보인다
• 한경: "급락장 한 번 더 온다"…단기상품에 뭉칫돈
• 서경: 코로나 쇼크에도···자회사 덕 본 기업들
• 조선(P1): 민주당 전례없는 압승… 범여 180석 넘었다
• 조선: [IF] 로봇 날개가 무당벌레처럼 '촤르륵'
• 동아: 보수진영 대선주자 지각변동 예고
• 동아: 코로나에도… 中企 1분기 수출 늘었다
• 동아: 현대차, 베트남서 도요타 처음 눌러
• 머니투데이(P1): '포스트반도체' 덮친 3각 파고, 대전환점 선 韓배터리
• 머니투데이: 삼성동 10조에 판 한전 "3조 더…20개 자산유동화"
• 머니투데이: 코로나에도 실적 전망치 확 오른 LG이노텍, 비결은?
• 머니투데이: 2018년 물산업 매출 43조…GDP의 2.2%
• 머니투데이: '코로나19 실업대란'인데…노사는 '불협화음'
• 머니투데이: 신중한 채안펀드, 회사채 시장은 냉기 여전
• 파이낸셜뉴스: 민주당 공약 지키려면 100조 필요한데 어떻게 감당하려고…
• 파이낸셜뉴스: 공개시장 대상증권 확대...銀 "아랫돌 빼서 윗돌 괴기"
• 파이낸셜뉴스: 지방銀 기업대출 92%가 中企… 코로나에 부실 위험 커져
• 파이낸셜뉴스: 기업 '생산절벽' 현실화… 해외공장 셧다운 5월까지 간다
• 이투데이: 중국 전기차 생산 회복세…배터리 업계 '촉각'
• 글로벌이코노믹: [글로벌-Biz 24] 신재생에너지, 점차 성장 둔화
• 아이뉴스24: 채권단, 두산重 자구안 현미경 검증…두산, 추가자금조달 '추진'
• 미디어펜: 두산 효자 인프라코어, 대규모 수주 지속…채권단 타깃?
• 톱데일리: 두산인프라코어 부담 커지는 두산그룹 "녹록치 않네"
• 기호일보: 한국지역난방공사-두산중공업 열병합발전소 수처리 기술 개발
• Power Engineering: Here’s why digital twins are key to the utility of the future
• reNews: Renewables smash German Q1 records
• 에너지경제: [21대 국회에 바란다-재생에너지업계] 10대 정책 제안
• 에너지경제: [21대 총선] 신한울 원전 3·4호기 전향적 검토 예상
• Construction Equipment: Target Rental Opens Bobcat of Cortez
• 건설경제: “수소 드론, 4.5㎏ 짐 싣고 2시간 비행 임무수행”
• OilPrice.com: North Dakota Oil Producers Idle 25% Of Wells
• MINING.com: Brazil mineral output drops 17% in Q1
• 전자신문: REC 가격 더 떨어질라…태양광 사업자 '눈치싸움' 예고
• Robotics & Automation News: Locus Robotics launches new design service for fast implementation of warehouse robots for rapidly growing e-commerce sector
• Nikkei Asian Review: Exclusive: Micron to give 25,000 workers cash in pandemic-hit economies
• Nikkei Asian Review: Xi fears Japan-led manufacturing exodus from China
• Nikkei Asian Review: Japanese experts find kitchen detergents may kill coronavirus
• Nikkei Asian Review: Fujifilm to raise output of Avigan to 300,000 sets by September
• Nikkei Asian Review: Japan to suffer 400,000 coronavirus deaths if no action: estimate
• Nikkei Asian Review: Fading Vision? How coronavirus hit SoftBank's $100bn tech fund
• Nikkei Asian Review: Social distancing -- an Indian nightmare
• Nikkei Asian Review: After missteps, Abe warms to $900 payouts for all Japanese
• Economic Times: Nirmala Sitharaman to meet PM Narendra Modi for stimulus 2.0
• Business Standard: Lockdown 2.0: Economy gets a look-in; some relief for farming, industry
• Business Standard: Covid-19 outbreak: Pain may not be limited to lockdown, say retailers
• Folha de S.Paulo: Brazil Breaks Record with 204 New Coronavirus Deaths in 24 Hours
• Jakarta Post: No investment pullouts despite COVID-19 outbreak, Luhut says
• Jakarta Post: North Sumatra may see spike in poverty, unemployment as pandemic damages economy: BI
• Viet Nam News: Mobile money project to be submitted to the Government this month
• Viet Nam News: Social housing projects wait for incentives
[Opinions]
• Project Syndicate(Mohamed A. El-Erian): Saving the Developing World from COVID-19
• Project Syndicate(Arancha González): How Global Public Health Could Revive Multilateralism
• Project Syndicate(Rema N. Hanna, Benjamin A. Olken): Cushioning the Poor from the COVID-19 Shock
• Project Syndicate(Gordon Brown, Lawrence H. Summers): Debt Relief Is the Most Effective Pandemic Aid
• Project Syndicate(Martin Ravallion): Could Pandemic Lead to Famine?
• Project Syndicate(Guy Verhofstadt, Luis Garicano): Toward a European Reconstruction Fund
• FT(Janan Ganesh): Joe Biden is the last, best hope for globalists
• FT(Jemima Kelly): Weirdly, blockchain can’t help combat coronavirus
• FT(David Miliband): Coronavirus could be a disaster passed down the generations
• FT(Amartya Sen): A better society can emerge from the lockdowns
• FT(Amy Kazmin): The claustrophobia of India’s coronavirus lockdown
• FT(Constanze Stelzenmüller): Coronavirus is also a threat to democratic constitutions
• FT(Robert Armstrong): When the government calls, companies must answer
• FT(Derek Brower): Why the record Opec cut is no match for coronavirus hit to demand
• FT(David Stevenson): Where to look for the market rebound
• FT(Lex): US airlines rescue: pivotal moments
• WSJ(Daniel Henninger): Bring Back Laissez-Faire Capitalism
• WSJ(Holman W. Jenkins, Jr.): Sweden Is a Viral Punching Bag
• WSJ(Karl Rove): The Return of Barack Obama
• WSJ(Kevin McCarthy, Tim Scott): Democrats Want to Gum Up Payroll Protection
• WSJ(Robert C. Pozen): A Fed Bailout Is Wrong for States and Cities
• WSJ(Peter Goettler, Robert Levy): Why We Say ‘No Thanks’ to a Cares Act Loan
• NYT(Thomas L. Friedman): Post-Pandemic, Here’s How America Rises Again
• NYT(Nicholas Kristof): Trump, the W.H.O., and the Search for a Coronavirus Scapegoat
• NYT(Thomas B. Edsall): Trump Has a Gut Feeling About What Covid-19 Means for 2020
• NYT(Spencer Bokat-Lindell): Democrats Bet on Biden to Beat Trump. Then Came the Coronavirus.
• NYT(Jamie Martin): This Is Not the Time to Let the Market Decide
• WP(Editorial Board): The anti-Trump coalition is forming. The left and right must join.
• WP(Editorial Board): Global democracy will be weakened without fair elections. South Korea shows they’re possible.
• WP(Helaine Olen): America’s love of small businesses is all talk
• WP(Richard Cordray): Three reasons consumers can’t bring the economy back from covid-19
• WP(George T. Conway III et al): We’ve never backed a Democrat for president. But Trump must be defeated.
• WP(Yuval Levin): Only the public can reopen the economy
• Bloomberg(David Fickling): Don’t Count the Fracking Industry Out Just Yet
• Bloomberg(David Fickling): Trump’s Funding Cut Won’t Fix the WHO's Problems
• Bloomberg(Justin Fox): 1-in-7 New Yorkers May Have Already Gotten Covid-19
• Bloomberg(Noah Smith): Virus Recession Gives Economists a Shot at Redemption
• Bloomberg(Brian Chappatta): Broken Bond Markets? Biggest Banks Do Just Fine.
• Bloomberg(Andy Mukherjee): One Contagion Is More Than Enough for India
• Bloomberg(Robert Burgess): This Stock Market Can Be Awfully Deceiving
• Bloomberg(Therese Raphael): Brexit Is Back. Even Covid-19 Can't Stop It
• Bloomberg(Ferdinando Giugliano): Italy Faces Yet Another Moment of Truth
• Bloomberg(Jonathan Bernstein): Trump-Branded Stimulus Checks Aren’t Worth Much
• Bloomberg(Jonathan Bernstein): Congress Fiddles While the Economy Burns Down
• Bloomberg(Nir Kaissar): Returning to Business Is Going to Take a Pay Raise
• Bloomberg(Jared Dillian): Money Is Losing Its Meaning
• Bloomberg(Tracy Walsh): Put Americans Back to Work Fighting the Coronavirus
• Bloomberg(Ben Schott): The Astonishing Drop in Air Travel, Visualized
• CNN(Joe Lockhart): The secret weapon hidden in Obama's endorsement of Biden
• CNN(Yuliya Panfil, Tim Robustelli): Renters are desperate for more help
• MarketWatch(Nigam Arora): Wall Street wants you to believe everything is peachy
• MarketWatch(Rex Nutting): Trump doesn’t understand that bluster can’t defeat the coronavirus
• MarketWatch(Pierre Briançon): Lockdowns do bring economic disaster. But don’t rush to the exit
• MarketWatch(Satyajit Das): Controlling the coronavirus pandemic and the economic fallout may be above politicians’ pay grade
• Nikkei Asian Review(William Pesek): US should heed warnings from Japan's free-money experiment
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