[Markets]
※ Amazon, Netflix hit records on stay-at-home profit hopes
※ Oil little changed, U.S. crude holds at 18-year low
• US: Gilead stock surges 15% after report says coronavirus drug trial shows encouraging early results
• 한국: 코스피, 약보합 마감…1,850대 유지
[Indicators]
• US Mar. Housing Starts: US housing starts March 2020
• US Weekly Jobless claims: U.S. Jobless Claims Top 20 Million Since Start of Shutdowns
• UK Mar. Retail sales: UK retail sales worst on record as lockdown takes its toll
• 한국 3월 법인 파산: 엄습하는 D의 공포…"코로나發 기업 줄파산 이제 시작일 뿐"
• 한국 주간 아파트 가격(감정원): `바람` 빠진 서울 아파트값
• 한국 주간 아파트 가격(부동산114): [아파트 시황] 강북도 40주만에 상승세 꺾여 `보합`
• Philippine Benchmark rates: Philippine Central Bank Cuts Key Rate in Unscheduled Move
• COVID-19Johns Hopkins University Live Updates
[News]
• WSJ: Newsletter: Deep Freeze
• Bloomberg: Electric Vehicles Buoyed by a Backlog and Fresh Air
※ OPEC: MOMR April 2020
• Reuters: Explainer: Why are some South Koreans who recovered from the coronavirus testing positive again?
• Fox Business: Coronavirus stimulus cash comes with glitches for some
• Fox Business: Coronavirus reopening carries high stakes for Trump in 2020 race
• Fox Business: Coronavirus stimulus cash sent to dead Americans
• 매경(P1): 압승한 與 "전국민에 재난지원금 주자"
※ 기재부: 2020년 제2회 추가경정예산안
• 매경(P1): 새 금통위원에 조윤제·서영경·주상영
• 매경: 김용범 차관 "기업 신용등급 하락 대비해야"
• 매경: 달아나는 TSMC…삼성 超미세공정 총력
• 매경: LG전자, 거래처 분석도 로봇이 `척척`
• 한경(P1): "슈퍼 여당, 경제부터 살려라"
• 한경: 법정최고금리 '年 20%로 인하' 가능성
• 한경(P1): 한은 "자금 시장 살려라"…사상 처음으로 증권·보험에도 대출
※ 한국은행: 한국은행, 금융안정특별대출제도 신설
• 한경: 반등場서 2조 쏜 연기금은 뭘 담았지?
• 한경: 부동산 '유동화'…블록체인 기술이 앞당긴다
• 서경(P1): "車산업만 유동성 33조 필요"
• 조선(P1): [NEWS&VIEW] 진보 190 vs 110 보수
• 조선: 위기때마다 버텨줬던 기간산업이 무너진다
• 인베스트조선: 두산솔루스 매각, ㈜LG 티저레터 수령…완주 여부는 '미지수'
• 머니투데이(P1): [단독]급한 두산, 모트롤·지게차도 판다
• 머니투데이: 100조원 코로나 금융지원·구조조정 속도 낸다
• 머니투데이: 코로나19 사태에 건설투자 증가 필요한 이유
• 머니투데이: 조선 빅3 '효자'였던 LNG선마저 발주 연기…"50여척 줄었다"
• 머니투데이: '1분기=코로나 부진' 유력한 현대·기아차, 그 이후 전망은?
• 머니투데이: 변동형 주담대 금리 '뚝뚝'…내일부터 최저 2.47%
• 머니투데이: 대기업 90% vs 사각지대 보완…'특단의 고용대책' 딜레마
• 머니투데이: 실물경제 충격 온다..."저가매수 전략 안 통할 것"
• 머니투데이: 공매도 금지 한달…주가상승 효과 있었다
• 헤럴드경제: 친환경·ICT ‘맑음’…원자력·석탄 ‘흐림’
• 파이낸셜뉴스: "해외는 아직 코로나 정점"… 소비심리 회복 언제쯤?
• 파이낸셜뉴스: IMF에 이어 KDI도 "경기위축 심화, 불확실성 확대" 경고
※ KDI: KDI 경제동향 2020. 4
• 파이낸셜뉴스: 中 화웨이, OLED TV 출시… '한·중·일 OLED 대전' 개막
• 파이낸셜뉴스: 현대차 러시아 등 일부 해외공장 재가동
• 파이낸셜뉴스: '두산重 추가지원' 채권단 불협화음
• 디지털타임스: 테슬라 특수 탄 `LG화학 원통형배터리`
• 이데일리: [마켓인]두산그룹, 솔루스 경영권 매각가 1조원 불렀다
• 더벨: "솔루스 기업가치 1.5조" 산출 근거는
• 더벨: SKC, 두산솔루스 인수전 뛰어드나
• 아주경제: ‘자구안 제출’ 두산그룹…적자 속 지속된 배당금은 어디로
• 뉴스웨이: 매각 2순위 두산건설?…손사래 치는 정창선?
• 더퍼블릭: 두산건설 매각 속도도절 들어갔다…‘왜?’
• 팍스넷뉴스: 두산 채권단 "메카텍·네오플럭스도 팔아라"
• 데일리메디: 경영악화 계열사 매각 두산그룹···중앙대병원 추이 관심
• reNews: COVID-19: Half a million US clean energy job losses forecast - reNews - Renewable Energy News
• Windpower Monthly: Emerging offshore markets facing skills shortage
• 에너지경제: 코로나19 팬데믹, 에너지시장 부정적 영향 키운다
• 에너지데일리: “태양광 규제 변화에 적응할 유예기간 필요하다”
• Equipment Journal: Komatsu debuts the D155CX-8 pipelayer - Equipment Journal
• 건설경제: [2차 추경] SOC 예산 어디서 얼마나 줄었나
• 건설경제: 대형화되는 건설기계… 제도 개선 절실
• OilPrice.com: Russia’s Oil Revenues Tank Despite Historic OPEC Deal
• OilPrice.com: Brazil Cuts Oil Production On 62 Offshore Platforms
• OilPrice.com: Demand For OPEC Oil Falls To 30-Year Low
• OilPrice.com: Power Demand In U.S. Falls To Nearly Two Decade Low
• OilPrice.com: Shell Looks To Become Net Zero Energy Company By 2050
• 전자신문(P1): 삼성 '160단 이상 초고적층 낸드' 양산 임박…'초격차' 가속
• 전자신문: [이슈분석] 韓 메모리, 코로나19에도 투자 '고삐'
• 디지털데일리: LG화학, 日·中 넘고 ‘배터리 1위’ 정조준…폴란드 공장 증설
• 디지털데일리: 굳건한 시스템반도체…‘TSMC’ 대만·‘인텔’ 북미, 장비 매출 급증
• Hannover Messe News: German Industry Expects Massive Downturn
• Robotics Tomorrow: The Future of Robotics and Liability: Who is Responsible?
• Robot Report: OnRobot Eyes adds 2.5D vision to robot arms
• Nikkei Asian Review: Flu fighter Avigan hunts for Japan substances to fill in for China
• Nikkei Asian Review: Japan to give everyone $930 to ease coronavirus impact
• Nikkei Asian Review: Japan extends emergency nationwide ahead of Golden Week
• Nikkei Asian Review: Honda to furlough thousands more workers in US amid coronavirus
• Nikkei Asian Review: Japan tourism faces 80% drop as coronavirus threatens Abenomics
• Economic Times: View: Will RBI special window help NBFCs? Not really!
• Business Standard: Private Banks' Q4 nos may not reflect full extent of Covid-19 hit: Analysts
• Business Standard: Improve infra to become part of global supply chains: IMF's Ranil Salgado
• Business Standard: Covid-19 impact: Stimulus 2.0 ready as PM Modi, FM Sitharaman hold meeting
• Business Standard: Covid-19 impact: GDP growth may plunge to 1.1% in FY21, says SBI report
• Business Standard: Early lockdowns in India may flatten Covid-19 curve: Nimhans virologist
• Folha de S.Paulo: Number of Covid-19 Cases Is Seven Times Higher, Estimates First Large Study in Brazil
• Folha de S.Paulo: Brazil Registers 204 New Deaths from Coronavirus in Last 24 Hours
• Folha de S.Paulo: Bolsonaro Competes with Trump to Be the Worst Criminal on the Planet, Says Noam Chomsky
• Jakarta Post: 37,000 SMEs hit by COVID-19 crisis as government prepares aid
• Viet Nam News: State Treasury raises $21.3 million from G-bonds
[Opinions]
• Project Syndicate(Patricia Viel): Post-Pandemic Cities
• Project Syndicate(Kent Harrington): The Spies Who Predicted COVID-19
• Project Syndicate(Shamel Azmeh): The Perverse Economics of Ventilators
• Project Syndicate(Robert Skidelsky): Will COVID-19 Put us Right with Nature?
• Project Syndicate(László Bruszt): Hungary’s Disease Dictator
• Project Syndicate(Fernando Henrique Cardoso et al): Latin America Confronts the Coronavirus
• FT(Gillian Tett): The Fed has cleared one big hurdle, but more loom
• FT(Edward Luce): The US is failing the test of the century
• FT(Chris Giles): The OBR’s assumption about a return to normal is optimistic
• FT(Merryn Somerset Webb): The pandemic and the radical change in wealth distribution to come
• FT(Jamie Powell): Tesla’s coronavirus ‘competitive advantage’
• FT(Richard Waters): Wall Street bets on a Big Tech rebound
• FT(Miles Johnson): Matteo Salvini’s anger about Italian short-sellers is misplaced
• FT(Karen Ward): Coronavirus will awaken inflationary forces before year is out
• FT(Amin Rajan): Coronavirus crisis inflicts a double blow to pensions
• FT(David Pilling): Why we should be selfish and provide Africa debt relief
• FT(Neel Kashkari): Big US banks should raise $200bn in capital now
• FT(Anne-Sylvaine Chassany): French public feels lied to as lockdown fatigue grows
• FT(Lex): Insolvency: light touch, heavy cost
• WSJ(Sadanand Dhume): India Braces for the Coronavirus
• WSJ(Glenn Hubbard, Hal Scott): Main Street Needs More Fed Help
• NYT(David Leonhardt): The Singapore Warning
• NYT(Gail Collins): Trump’s Flounder Period
• NYT(Jennifer Senior): Trump’s Brain: A Guided Tour
• NYT(Spencer Bokat-Lindell): Will There Be More Coronavirus Stimulus Checks?
• WP(Jennifer Rubin): Trump’s concocted deadline is bedeviled by reality
• WP(Eugene Robinson): Trump refuses to lead a country in crisis
• Bloomberg(Daniel Moss): Either Make More Babies or Embrace Foreign Workers
• Bloomberg(Tyler Cowen): The Coronavirus Will Make the Digital Divide Even Worse
• Bloomberg(Noah Smith): A Crisis Shows the Value of Big Government and Big Business
• Bloomberg(Narayana Kocherlakota): Economic Relief Isn’t Enough. Do Stimulus, Too
• Bloomberg(Brian Chappatta): Morgan Stanley Sees the Wealthy Sticking With Cash
• Bloomberg(Liam Denning): Trump Would Like You To Buy Some Virtual Oil
• Bloomberg(Anjani Trivedi): China’s Trillion-Dollar Missed Virus Opportunity
• Bloomberg(Lionel Laurent): The 52% Shortfall in Britain's Coronavirus Count
• Bloomberg(Jonathan Bernstein): Democrats Aren’t Blocking Trump’s Nominees
• Bloomberg(Eli Lake): Trump Is Punishing the WHO for China’s Deceptions
• Bloomberg(Andreas Kluth): Meticulous and Orderly, Germany Can Handle a Pandemic
• Bloomberg(Francis Wilkinson): Trump Is No Exception: Mass Death Always Affects U.S. Presidents
• Bloomberg(Tim Culpan): TSMC's Outlook Isn’t the News You Were Hoping For
• Bloomberg(Faye Flam): Hopeful Coronavirus News: Doctors Learn More About Treatment
• Bloomberg(Matt Levine): Banks Pretend 2020 Never Happened
• Bloomberg(Clive Crook): The Fog Surrounding the Coronavirus Economy
• Bloomberg(Elisa Martinuzzi): Some Wall Street Bankers Are Doing Well From This Crisis
• Bloomberg(George Soros, Chris Canavan): Pandemic Requires Comprehensive Debt Standstills
• CNBC(John D. Steinmetz): To help Main Street businesses, look to Main Street banks
• CNN(Jeffrey Sachs): Trump's disastrous response to Covid-19 demands investigation
• CNN(Eric Garcetti, David Holt, Mark McClellan): Create a CARES Corps to lead the Covid-19 recovery
• CNN(Julián Castro): Julian Castro: Here's how we can prevent the next housing crisis
• MarketWatch(Nigam Arora): The biggest mistake stock market investors are making now — failing to look ahead
• MarketWatch(Pierre Briançon): Europe’s message to bailed-out companies: no dividends, no bonuses, no M&A deals
• MarketWatch(Caroline Baum): Trump still can’t differentiate between the country and his company
• MarketWatch(Philip van Doorn): ‘This is going to hurt’ — pain is on the way for the four big U.S. banks
• MarketWatch(Dan Price): This is how your company’s CEO should be leading you through the coronavirus crisis
• MarketWatch(Satyajit Das): The economic fallout from the coronavirus pandemic is bigger than any stimulus now in the works
• Fox Business(John Yoo): Lansing, Michigan protests should not surprise us -- There are real risks from aggressive, prolonged lockdowns
• Reuters(Clyde Russell): Seaborne coal prices under pressure as demand softens in China, India
• Nikkei Asian Review(Vandana Hari): OPEC's efforts to mop up global oil oversupply are good for Asia
• 한경(사설): 두산重·채권단, 코로나發 구조조정 모범규준 만들어 보라
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