Business Intelligence Monitor 200420

(Introduction)

[Markets]

•   Global: Stocks rally as investors take heart on U.S. economic reopening plan

※   Early data on potential COVID-19 drug adds to sentiment

※   Nasdaq logs best two-week gain since 2001

※   U.S. crude oil prices slip to 18-year lows

※   Dollar, gold fall on risk-on sentiment

※   Macro 백업표

※   Industry 백업표

•   US: Stock market today: Dow futures fall more than 200 points as Wall Street takes a breather after last week's gains

•   한국: 외국인 귀환에 거래 급증…코스피, 3% 올라 1,910선 돌파

※   매경: 트럼프 경제재개 선언·치료제 호재…`공포` 벗고 외국인 컴백

•   Metals: Copper logs biggest weekly gain since Feb 2019 on signs of China recovery

•   Grains: Chicago wheat stabilizes; corn steady after lows

[Indicators]

•   US Mar. Leading economic indicators: U.S. leading economic indicators sink record 6.7% in March as coronavirus spreads

•   US Q1 GDP Nowcast: Apr 17, 2020: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: GDPNow - Federal Reserve Bank of Atlanta

•   Europe Mar. Car sales: European new car sales plunge by 51.8% in March due to coronavirus: ACEA

•   China Q1 GDP: China’s First-Quarter GDP Plunges on Coronavirus

•   한국 3월 고용: 3월 일시휴직 161만명…전달보다 100만명 급증

※   매경: 가게주인, 알바생 내보내고 버틴다…20대 일자리 최다 감소

※   매경: 긴급 장관회의 주재한 홍남기…"내주 특단대책 발표"

※   매경: 코로나 휴직…대량실업 `뇌관`, 무급이 절반…가계도 타격

•   India Benchmark rates: Covid-19: In fight against economic slowdown, RBI introduces new measures

※   Economic Times: RBI Governor expects a V-shaped recovery for India in 2021-22

•   India Mar. households debts: Covid-19: At Rs 43.5 trn by March, Indian households' debt at record high

•   Indonesia Q1 Current Account: Current account deficit to narrow in Q1 as pandemic disrupts trade, tourism: BI

•   Indonesia Q1 Fiscal balance: Indonesia records first-quarter budget deficit of $4.9b

•   COVID-19Johns Hopkins University Live Updates

[News]

•   WSJ: The Stock Market Is Ignoring the Economy

•   WSJ: Trump Signals He Backs Protests to End Safety Guidelines

•   WSJ: Wuhan’s Coronavirus Death Toll Surges by 50% After China Revision

•   WSJ: Mnuchin, Democrats Say They’re Close on Small-Business Deal

•   WSJ: Bets Against Stock Market Hit Highest Level in Years

•   WSJ: Restaurants vs. Insurers Shapes Up as a Big Lobbying Fight

•   WSJ: Governments Face Pressure to Ease Lockdowns

•   WSJ: Coronavirus Testing Hampered by Disarray, Shortages, Backlogs

•   WSJ: More Americans Fear Lifting Restrictions Too Soon, Poll Says

•   WSJ: How the Coronavirus Might Reduce Income Inequality

•   WSJ: The Year Tax Day Turned Upside Down

•   WSJ: Spending Overseers Are Sidelined as Stimulus Checks Roll Out

•   WSJ: New York Fed’s Williams Says Recovery Unlikely to Be Swift

•   WSJ: Pandemic Makes U.S.-China Economic Breakup More Likely, U.S. Businesses in China Say

•   WSJ: Economy Week Ahead: Jobless Claims, U.S. Home Sales, PMI

•   WSJ: Prescient or Pollyannaish? Explaining the Market’s Rally

•   WSJ: Newsletter: China’s Economy Contracts, Foreshadows Pain to Come

•   WSJ: Walmart’s Challenge Is Just Staying Open

•   WSJ: Steelmakers’ Worst Slump in a Decade Seen Getting Worse

•   WSJ: Coronavirus Trackers Turn to AI Tools

•   WSJ: Moody’s Downgrades Mexico and State Oil Firm Pemex

•   NYT: ‘They’re Death Pits’: Virus Claims at Least 7,000 Lives in U.S. Nursing Homes

•   NYT: France Weighs Its Love of Liberty in Fight Against Coronavirus

•   NYT: Why We Don’t Know the True Death Rate for Covid-19

•   NYT: Bill Gates, at Odds With Trump on Virus, Becomes a Right-Wing Target

•   NYT: The Coronavirus in America: The Year Ahead

•   NYT: A Key G.O.P. Strategy: Blame China. But Trump Goes Off Message.

•   NYT: Covid-19 Antibody Test, Seen as Key to Reopening Country, Does Not Yet Deliver

•   NYT: India's Coronavirus Lockdown Is Zealously Observed

•   NYT: No Fight Over Red Ink Now, but Virus Spending Will Force Tough Choices

•   NYT: The Food Chain’s Weakest Link: Slaughterhouses

•   NYT: How to Survive the Coronavirus Markets

•   WP: Joe Biden says he's better than Trump at handling economic and health crises.

•   WP: The role of government has changed overnight, in ways no one imagined as this election year began

•   WP: Joe Biden wins Wyoming Democratic primary

•   FT: Coronavirus threatens $500bn hole in US state budgets 

•   FT: Emerging economies call for more financial help after G20 deal

•   FT: Andrew Bailey backs forecast of big UK economic downturn 

•   FT: Argentina debt restructuring offer leaves investors cold 

•   FT: Jair Bolsonaro triggers furore by firing Brazil’s health minister

•   FT: China’s economy: the risk of a second coronavirus wave

•   FT: Carmakers gear up for getting back to work

•   FT: Investors hunt for ‘survivors’ in US earnings season

•   FT: ECB pushes for eurozone bad bank to clean up soured loans

•   FT: Harbin outbreak threatens China’s coronavirus recovery

•   FT: World Bank pandemic bonds to pay $133m to poorest virus-hit nations

•   FT: Johnson faces cabinet split on lifting lockdown

•   FT: Creditors push back on G20 debt relief plea for emerging markets

•   FT: Coronavirus pandemic threatens livelihoods of 59m European workers

•   FT: Germany cracks down on coronavirus aid fraud

•   FT: Coronavirus claims thousands of UK businesses 

•   FT: Singapore reports new spike in coronavirus among migrant workers

•   FT: ‘Grotesque’ to say Boris Johnson sleepwalked into crisis, says Gove

•   FT: Idle North Sea oil rigs point to fresh crisis

•   FT: US business owners frustrated by rescue scheme

•   FT: Is Europe’s economy still in freefall?

•   FT: Japanese workers battle tents and toddlers on the home front

•   FT: Spain extends coronavirus lockdown

•   FT: India moves to curb Chinese corporate takeovers

•   FT: US grocery workers fear growing risks of exposure

•   FT: Logistical issues constrain UK’s increased virus testing capacity 

•   FT: Coronavirus: Texas lays out plans to gradually reopen state economy — as it happened

•   FT: Death toll in UK care homes from coronavirus may be 6,000, study estimates

•   FT: Easter celebrations test Greece’s virus containment success

•   FT: Furlough scheme extended to prevent mass UK job losses

•   FT: Few companies are tapping the Fed’s commercial paper facility 

•   FT: Lockdown legacy likely to ‘turbo-charge’ UK trends

•   FT: Russian oil groups wrangle over Opec deal 

•   FT: Record flows into junk bond funds after Fed move

•   FT: Confusion blights Indonesia’s battle against coronavirus

•   FT: Bolsonaro, Brazil and the crisis in emerging markets

•   Bloomberg: World Health Guru Says Don’t Bet on Covid-19 Vaccine

•   Bloomberg: China Tests Thousands to Calculate True Spread of Coronavirus

•   Bloomberg: A Legendary Oil Trader Hid $800 Million in Losses

•   Bloomberg: Never Mind the Bumpy Ride. Emerging-Market Investors Are Back

•   Bloomberg: Wall Street’s Bid to Conquer China Faces Same Pitfalls as Before

•   Bloomberg: Uranium Surges 31% Amid Shutdowns to Become Year’s Top Commodity

•   Bloomberg: Trump Says China May Be ‘Knowingly Responsible’ for Virus

•   Bloomberg: Guardians of Global Economy Come Up Short in Virus Battle

•   Bloomberg: A Month of Lockdowns on Main Street and Aid Already Ran Out

•   Bloomberg: Fed Staff Rip Up Script as Officials Go Dark Ahead of Meeting

•   Bloomberg: Bond Market Devouring Record Gulf Debt Won’t Touch Oman, Bahrain

•   Bloomberg: Forget Toilet Paper, Russians Hoarded Cash as Lockdown Began

•   Bloomberg: One Restaurant’s Story Shows How Recession Spreads

•   Bloomberg: A Wild Ride for Global Supply Chains Captured in Seven Charts

•   Bloomberg: Nigerian Union Ends Threat to Halt Oil Exports as Staff Released

•   Bloomberg: Iran’s Central Bank Head Urges IMF to Approve Virus Loan

•   Bloomberg: ECB Is Flexible and Could Do More If Needed, Officials Say

•   Bloomberg: Philippines Central Bank to Help in Loans to Small Businesses

•   Bloomberg: China’s Glimpse of the Future Isn’t Pretty

•   Bloomberg: Why the War on Physical Cash Is a War on Freedom

•   Bloomberg: Circular Economies May Rise From the Pandemic: Green Insight

•   Bloomberg: Bond Trader Insights: What We Can Expect This Week

•   Bloomberg: Emerging-Market Investors: What to Watch this Week

•   Bloomberg: The Limits of Eco-Consumerism: With Virus, Some Cleaning Needs Bleach

•   Bloomberg: Oil News: Just How Big Is the Biggest-Ever Slump in World Demand?

•   Bloomberg: Spain Coronavirus Deaths: Cases for Sunday, April 19, 2020

•   Bloomberg: Coronavirus News in Spain: Lockdown to Be Extended by Two Weeks

•   Bloomberg: France Virus News: End-of-Lockdown Plan Coming in 2 Weeks

•   Bloomberg: South Africa to Weigh a Wealth Tax to Aid Recovery, Rapport Says

•   Bloomberg: Texas Oil at $2 a Barrel Raises Specter of Negative Prices

•   Bloomberg: Warmest Oceans on Record Could Set Off a Year of Extreme Weather

•   Bloomberg: Pompeo Says China’s Virus Failure Bolsters Huawei, ZTE Concerns

•   Reuters: Germany signals more help for struggling businesses, workers

•   Reuters: U.S. says China should stop 'bullying behaviour' in South China Sea

•   Reuters: Iran's Revolutionary Guards say have increased Gulf patrols

•   Reuters: Chile's economy, battered by 2019 protests, confronts coronavirus

•   Reuters: Brazil's Bolsonaro wants borders reopened, says worth risk

•   Reuters: Putin says coronavirus crisis under full control despite record rise in cases

•   Reuters: Turkey has most coronavirus cases outside Europe and U.S.

•   Reuters: Coronavirus cases in Peru top 15,000, second highest in Latin America

•   Reuters: Exclusive: Moscow has more coronavirus cases than state testing shows, private lab data suggest

•   Reuters: India's Maharashtra state allows some economic activity as national coronavirus cases top 15,000

•   Reuters: Indian steel demand expected to drop 7.7% in 2020 -industry body

•   Reuters: Lockdown cuts India's fuel demand 50% in first half of April

•   CNN: Boeing won't be returning to 'normal' anytime soon

•   CNN: 3D printing enthusiasts are making ventilator supplies at home

•   CNBC: Coronavirus: a double recession? Economies risk debt crises after stimulus spending

•   CNBC: Coronavirus: Global economy may not recover fully by 2021, IMF says

•   CNBC: Coronavirus and ocean shipping: Travel restrictions block crew changes

•   CNBC: WHO warning: No evidence that antibody tests can show coronavirus immunity

•   CNBC: WHO says China revised coronavirus infection data to ‘leave no case undocumented’

•   CNBC: A blast of earnings news is coming, but the market may be more focused on when the economy will reopen

•   CNBC: New wave of infections threatens to collapse Japan hospitals

•   CNBC: Saudi oil official refutes claim that exports to US rose in last month

•   CNBC: Certain sectors could be a 'trap' as stocks rally, strategist says

•   CNBC: US housing starts worst month since 1984 — what traders see ahead

•   CNBC: JPMorgan says it has $26 billion in small business applications left

•   CNBC: Fed must be careful in supporting the bond market: ETF issuer

•   MarketWatch: Coronavirus creates a market of ‘haves and have-nots,’ with the Dow posting its best 2-week run in 82 years amid 22 million job losses

•   MarketWatch: Earnings are set for their biggest dive since late 2009 — and it gets worse from here

•   MarketWatch: Apple downgraded to sell by Goldman Sachs as virus expected to hurt demand for iPhone, other products

•   Fox Business: Coronavirus furloughs begin for more than 100,000 Disney, Best Buy, CarMax workers

•   Fox Business: Coronavirus pressures US manufacturers to bring plants home from China

•   Fox Business: Still no stimulus check in your bank account? Here's why it may be delayed

•   Fox Business: Coronavirus accelerates decline of coal industry

•   SCMP: Asian countries more receptive to China’s coronavirus ‘face mask diplomacy’

•   SCMP: China’s digital currency takes shape as trials begin

•   SCMP: Will China’s push back against price increases lead to weaker inflation?

•   SCMP: Inside China’s Wild West, where ‘mask machines are like cash printers’

•   SCMP: China’s Xi Jinping promises action as economic growth engine stalls

•   SCMP: ‘Prepare for the worst’: China oil titan warns of gathering risks post virus

•   SCMP: Chinese incomes tumble in historic blow to world’s No 2 economy

•   SCMP: China refuses to be beholden to US dollar even as pandemic creates shortage

•   SCMP: China’s airlines are poised for post-coronavirus ‘revenge travelling’

•   Global Times: China could lift deficit-to-GDP to highest on record amid COVID-19

•   Global Times: China's economy in 2020 Q1

•   매경: 희망 커진 `렘데시비르`…코로나 중환자 대부분 완치

•   매경: 전문가들 평가는 "렘데시비르 고무적이지만…대규모 임상前 속단은 금물"

•   매경: 박능후 장관 "국민연금, 국내주식 더 살수도"

•   매경: 신흥국 주식펀드 자금유출도 한풀 꺾여

•   매경: "與 압승, 재건축 물건너가"…강남 노후아파트 `실망매물` 쏟아져

•   매경: `종부세 딜레마`에 당정 충돌 가능성

•   매경: 민주당, 추경안 속도…임시국회 처리 박차

•   매경: 韓中 `기업인 입국 신속통로` 설치 합의

•   매경: 재난지원금에 밀려…`코로나 보증` 증액 뒷전

•   매경: 수출결제 원화사용 비중 2년 연속 `뚝`

•   매경: 주담대 금리 줄하향…최저 年2.4%대까지

•   매경: 코로나에 굳게 닫힌 지갑…3월 카드사용 29개월만에 감소

•   매경: 두산중공업 추가 지원 가닥…채권단 "자구안 실현때까지"

•   매경: 한전, 태양광 발전량 예측…2025년까지 250억 절감 기대

•   매경: [단독] "유류세 납부유예를"…국세청, 검토 착수

•   매경: 아마존·넷플릭스 주가 사상최고…미국 증시는 언택트株 열풍, 한국에선 누구?

•   매경: 채안펀드 없이도…A등급 회사채 완판

•   매경: 추가상장 비웃는 원유 ETN…괴리율 30% 또넘어 `빨간불`

•   매경: [Science] 코로나 잡으려면 `집단면역`도 생각해야 한다고요?

•   매경: [Science] 1918년 스페인독감, 당시 세계 인구 3분의 1 감염된 후 `소멸`

•   매경(P1): 포스트 코로나…韓경제 `지옥문` 대비하라

•   매경(P1): 文 "고용유지한 기업 우선 지원"…노사협력 일자리 지키기 강조

•   매경: 정부 `고용총량 유지` 총력…靑, 노사정 사회협약도 추진

•   매경: 정부가 산업은행 자본 확충해 항공·車등 회사채 매입 검토

•   매경: 코로나쇼크 6개월 지속땐…실업자 118만→291만명 급증

•   매경: IMF망령 스멀스멀…자영업자가 찍는 2020년판 `눈물의 비디오`

•   매경: 최공필 박사 "韓경제 곪은 상처 도려내야 바운스백"

•   매경: 방역 찬사에 취해 경제충격 과소평가…`5중 쓰나미` 덮친다

•   매경: 최원식 대표 "코로나 충격 업종마다 달라…산업별 컨틴전시 플랜 필요"

•   매경: 대기업 20% "채용 절반 축소"…中企 15% "6개월 못 버틴다"

•   매경: "위기극복 위한 큰 정부 찬성…새 국회선 법인세 깎아달라"

•   매경: 코로나 복병에…"글로벌 반도체 4% 위축"

•   매경: 4월 車수출 43% 감소…생태계 고사직전

•   매경: 분양가규제 역설…정부땅은 비싸게 조합은 헐값

•   매경: 청약 `봇물`…전국 7곳 4043가구

•   매경: [코로나 이코노미 A to Z] 코로나 뉴노멀…적응한 자만 살아남는다

•   매경: 수요·공급 동시 충격 불가피…당분간 적극적 재정정책 필요

•   매경: 전세계 `코로나發 역성장`…한국은 그나마 선방 기대

•   매경: 주주 넘어 이웃·환경도 배려…`이해관계자 자본주의` 뜬다

•   매경: 외환·금융위기때도 안썼던…韓銀 첫 `무제한 돈풀기`

•   매경: 2008년 위기때처럼…통화스왑, 코로나경제 `응급처치` 활약

•   매경: "오 마이 달러" 현금집착 부른 코로나19

•   매경: 외환보유액 12년만에 최대폭 감소

•   매경: `매출급감` 항공·여행업 생존위기…구조조정 우려에 떤다

•   매경: "백신 개발까지 1년 이상…세계 인구 절반 걸려야 끝날 수도"

•   매경: `민생·금융안정 패키지` 28조원 풀어

•   매경: 서민 짓누르는 `1600조 빚폭탄`…한계가구 늘어 소비 크게 위축

•   매경: 세금 덜 걷히는데…나랏빚 한달새 13조 `쑥`

•   매경: 기업들 너도나도 "클라우드 도입"…결국 반도체株가 웃는다

•   매경: 신반포·개포·흑석…2분기 분양 11만개 우르르

•   한경(P1): 위기 느낀 현대차 노조 "임금 동결할테니 고용 보장해달라"

•   한경: "관광·해운에 특별융자 확대"…내주 만기 5400억 회사채는 채안펀드로 소화

•   한경: 코로나 금융지원 두달 만에 40조원 돌파

•   한경: 인텔에 '반도체 1위' 내준 삼성전자

※   Gartner:Gartner Says Worldwide Semiconductor Revenue Declined 12% in 2019

•   한경: 세계증시 반등에…ELS 다시 주목

•   한경: '반등장'서 소외된 신흥국 펀드·ETF

•   한경: "헉, 임상을 두 달 만에?"…코로나 백신 속도전에 의학계 우려

•   한경: 서울시 태양광 설비 20% '발전 불량'

•   한경(P1): 금융사 규제 풀어 자금 공급 여력 최대 400兆 늘린다

•   한경: 與 당선자 80% "소주성 유지·강화해야"…57% "증세 필요"

•   한경: '1000만원 대출' 소상공인 기금 더 늘릴 듯

•   한경: 사재기 사라진 마스크…가격도 1000원대로 '뚝'

•   한경: 대기업 10곳 중 7곳 "침체 경제 살리려면 고용창출·규제완화 시급"

•   한경: '구조조정 숙제' 잔뜩 떠안은 産銀…재무건전성 우려에 '증자론' 솔솔

•   한경: 21일, 두산중공업 '운명의 날'

•   한경: 르노삼성, 결국 '삼성' 떼나

•   한경: 美 ITC "SK이노 조기패소 판결 재검토"

•   한경: 코로나 사태, 서울 아파트 침체시킬까…저금리 상황, 급락은 없을 것

•   서경(P1): 巨與 기다린 듯···민노총, 총고용보장 요구

•   서경(P1): [토요워치]新 글로벌 패권, 코로나에 물어봐

•   서경: 노사 대화도 전에 강대강...巨與가 실타래 풀어야

•   서경: [단독] 재난지원금 사용 3개월로 제한한다

•   서경: [세종시 돋보기] 코로나 여진 이어지는 해수부

•   서경: 현대·기아차, 3월 유럽판매 반토막···점유율은 오히려 상승

•   서경(P1): 코로나發 신냉전···경기회복에 찬물

•   서경: 트럼프 재선위해 미중협상 희생하나···韓 수출 더 꼬일수도

•   서경(P1): [탐사S] 빚이 늙어간다···'파산절벽' 내몰리는 6070

•   서경: [탐사S] 노년층 가계대출 6년새 134조↑...금융부실 뇌관되나

•   서경: [탐사S] 노후파산은 더이상 남의 나라 얘기 아냐···국가파산우려도

•   서경: [탐사S] 노후파산 → 소비절벽→ 내수위축 악순환 우려

•   서경(P1): 살아난 중국 車시장···현대·기아차도 힘 받나

•   서경: [시그널]우량기업만 콕 찝어 투자···채안펀드, 低신용엔 '그림의 떡'

•   서경: 두산重 정상화방안 이르면 내달초 확정

•   서경: [일자리 대책 뭘 담나]노동계가 내미는 '해고중단 권고' 반영될수도

•   서경: '도미노 추경'에 나랏빚 41% 넘어···국회가 재정준칙 서둘러야

•   서경: "집값 잡겠다"는 증세 되레 역효과··· 전·월세 올려 '조세전가' 부를수도

•   서경: 中企에 96%···저축銀 기업대출 '위험경보'

•   서경: 급증하는 '리픽싱' 주가하락 뇌관 되나

•   조선: 이해찬 "총선 기대이상 성원받아… 전국민 지원금 드려야"

•   조선: "코로나, 심장도 공격" 국내서도 사례 보고

•   조선: 코로나 정부지원, 대기업도 받을까

•   조선(P1): '전국민 100만원' 밀어붙인 與… 정부는 고심

•   조선: "돈 풀자" 與, 휴일밤 3시간 동안 기재부 압박했다

•   조선(P1): 어린이날까지 거리두기 연장… 프로야구 무관중 경기 가능

•   조선: 국회에 쌓인 反기업법 1300개… "수퍼여당 앞에 기업들 곡소리"

•   조선: 토지공개념까지 들먹… 전문가 8명중 7명 "집값 떨어질 것"

•   조선: "으… 그동안 지르고 싶은 거 꾹 참았어" 보복소비 일어나나

•   조선: [사이언스카페] 의약품까지 '칼배송'… 뻗어나가는 드론 택배

•   조선: '투기 광풍' 원유 ETN 3개 종목 오늘 또 거래 중단

•   조선비즈: 두산 자구안 못 마땅한 채권단 "자산 더 팔아야"

•   조선비즈: 경영난 빠진 두산重, 신입사원 입사도 연기

•   조선비즈: LCD 구조조정에 뒤숭숭한 삼성디스플레이 "우리는 어디로 가나"

•   IT조선: "없어서 못 판다"…이차전지 핵심 소재 '동박' 확보에 분주한 배터리3사

•   인베스트조선: 벌써부터 코로나 이후가 두려운 금융회사들

•   중앙(P1): 일자리·공정·안전, 눈앞에 놓인 숙제 셋

•   중앙: 골목상권 살리는 지역화폐, 상품권·카드·앱으로 발급

•   중앙: 지역화폐 발행액 16%는 인프라 비용…감세가 나을 수도

•   중앙: 대기업 갑질 근절 손 못댄 여권, 총선 압승 업고 경제 입법 나설 듯

•   중앙: 반감기 앞둔 비트코인…디지털 금 vs 가치 없는 자산

•   중앙(P1): ‘그냥 쉰다’ 237만 최대…“경제, 외환위기 뒤 최악”

•   중앙: “차산업 지원은 1차협력사 중심, 부품산업 경쟁력 초점”

•   중앙: 수출효자 ‘반·디·폰’ 더 위험한 2분기

•   중앙: 2243→1457→1914…코스피 ‘동학개미운동’의 승리?

•   중앙: 급급매·초급매 속출, 서울 집값 10개월 만에 마이너스

•   동아(P1): [단독]美, 주한미군 감축 등 4개 시나리오 검토중

•   동아(P1): ‘대북 인도적 지원’ 다시 손내민 韓美

•   동아: 대북지원 띄우는 韓美… 판문점선언 2주년 계기 대화 모색 가능성

•   동아: 北 “美, 사실무근 내용 언론에 흘려” 신경전

•   동아: 美 전략자산 철수로 北에 협상 손짓?

•   동아: 美, 방위비 증액 협상 겉돌자… 주한미군 카드 다시 꺼내 압박

•   동아: 대단지 물량 쏟아져도… 전세금 뛰는 기현상

•   한국(P1): 상주직원 7만6800명 감염 ‘0’… 인천공항의 기적 비결은

•   비즈한국: 두산중공업, '두산건설 퍼붓기 지원' 총수 형제 리스크 부각되는 까닭

•   국민(P1): 경제제재·코로나·美 대선… 김정은 앞 꼬여가는 실타래

•   국민(P1): 고용유지지원금 신청 33배↑… “기준 복잡” 현장 혼선

•   서울: 금융위기 때처럼… 부실채권 매입 ‘구조조정기금’ 부활 검토

•   세계: 고령화 급속 진행… 2022년 기초연금 예산만 20조 넘어 [연중기획 - 인구절벽 뛰어넘자]

•   머니투데이(P1): 출국길 막힌 40만 불법체류자...코로나 방역 사각 내몰린다

•   머니투데이: [단독]삼성, 中에 반도체 인력 급파…'특별입국' 허용

•   헤럴드경제(P1): 대한항공 ‘바닥난 현금’…여객매출 94% 국제선도 내달 ‘셧다운’

•   헤럴드경제(P1): 21일 車업계 간담회…정부 추가지원책 이달중 나온다

•   헤럴드경제: “한은 돈 빌리기 힘드네”…여전히 높은 ‘AA’ 장벽

•   헤럴드경제: 코로나에 물류파업까지…석유화학, 수출길도 막힌다

•   헤럴드경제: 두산 위기에 회자되는 영안모자…초대회장부터 이어진 ‘60년 인연’

•   파이낸셜뉴스: "北, 2년내 경제개방 할 것..피자체인 차리면 부자 된다"

•   파이낸셜뉴스: 소상공인 코로나 금융지원책 탄력… P-CBO 지원 늘리나

•   파이낸셜뉴스: [마켓워치] 산은·수은, 3월 특수은행채 5兆 순발행

•   파이낸셜뉴스(P1): 손놓은 대기업 대책 코로나 이후 역풍 분다['포스트 코로나' 경제가 답이다]

•   파이낸셜뉴스: 코로나 대출 숨통 트였지만…'5개월 시한부' 완화엔 걱정 ['포스트 코로나' 금융시장안정 기대]

•   파이낸셜뉴스: A등급 회사채 발행 성공에… 채안펀드 1차 자금 3조 남아

•   파이낸셜뉴스: ‘코로나 방역’ 세계표준 된 한국… 경제재건 모델도 선점 기회 ['포스트 코로나’ 경제가 답이다]

•   파이낸셜뉴스: 회사채 발행시장 ‘양극화’ 뚜렷 우량채 ‘봇물’… 비우량채는 ‘허덕’[마켓워치]

•   파이낸셜뉴스: 마이너스 퇴직연금 수익률...銀 "실적 영향 미미, 상반기 수익률 회복"

•   파이낸셜뉴스: "재택·출근시간 자율화"… 일하는 방식 변화 고민하는 기업들

•   아시아경제(P1): 올해 세계 반도체 설비투자도 꺾인다

•   아시아경제: 코로나 누른 신차효과…稅인하·입소문 타고 질주

•   아시아경제: 철강 소비량, 11년 만에 5000만t 붕괴되나

•   아시아경제: 코로나에 실적 직격탄…1분기 영업익 전망 내리막 가속도

•   디지털타임스(P1): 1분기 성장률 평균전망치 -1.5%… 금융위기 이후 최저

•   이데일리: “코로나19 여파로 불확실성 커져...주택 규제 속도 조절해야”

•   연합: "상반기만 버티자" 전자업계, 코로나 위기에도 투자계획 사수

•   연합: SK이노베이션 배터리, 중국 아크폭스 3세대 전기차에 탑재

•   뉴시스: 中 대규모 경기부양책 기대..국내 수혜주는

•   뉴스핌: [재계노트] 두산 그때 그랬더라면...하지만 늦지 않았다

•   뉴스핌: [리포트 브리핑]두산인프라코어, '일시적 저평가는 상당부분 해소' 목표가 4,500원 - KB증권

•   뉴스토마토: 배터리 업계, 공장 키우면서도 '고민'

•   SBS CNBC: 두산 “올해 말 분당 신사옥 입주”…성남시 한시름 덜어

•   이투데이: 다팔면 그룹 연이익 3000억 미만…두산그룹 '명운' 2주 남았다

•   더벨: 두산중공업 위기를 해석하는 새로운 관점

•   더벨: 분리매각 가능성 두산건설, 부실사업장에 쏠리는 눈

•   더벨: 'DB그룹 전철' 밟나…채권단의 상투적 접근

•   CEO스코어데일리: 한수원, '고흥 40MW 풍력발전사업' 접는다…인허가 불가 판단

•   EBN: 두산건설 매각, 시장 반응 '시큰둥' 이유는

•   뉴스웨이: 두산솔루스 인수 후보…재계선 SK 밖에 없다

•   뉴스웨이: [공시]두산중공업, 장락개발에 2200억원 금전대여 결정

•   아이뉴스24: 두산 알짜기업 두산솔루스, 공개매각 전환…관심 대기업은 어디

•   더구루: 中 베이징자동차그룹, 전기차 투자 단행…SK이노 수주 기대감

•   WNN: US economists study COVID-19 impact on energy : Covid-19 - World Nuclear News

•   reNews: COVID-19: UK wind farms could be 'switched off'

•   reNews: US passes 100GW wind milestone

•   FuelCellsWorks: Why is Toyota Building a Hydrogen Truck - FuelCellsWorks

•   에너지데일리: “속도 붙는 유럽 그린딜… 철저한 대비 필요하다”

•   Equipment World: Doosan adds 10 southeast U.S. dealer locations through Synergy Equipment

•   건설경제: 보령 1·2호기 조기 폐쇄…LNG발전소 건설ㆍ대체에너지 산업 육성 속도

•   건설경제: 코로나19 장기화로 5G 구축 지연

•   OilPrice.com: Mexico’s Offshore Oil Investment Set To Plunge Despite Government Pledges

•   OilPrice.com: China And Malaysia Clash In Highly Disputed South China Sea

•   MINING.com: New gas storage method makes cell-powered vehicles more viable

•   MINING.com: Mining projects to slow further in Q2 2020

•   CNET: iPhone SE vs. iPhone 11 comparison: Which new iPhone should you buy?

•   전자신문(P1): [포스트 코로나, 디지털 전환에 주목하라] <1>피할 수 없는 강제된 총체적 변화

•   Phone Arena: Worried about Donald Trump, Huawei starts moving chip production away from TSMC

•   Inside EVs: Plug-In Electric Cars Had Tremendous Q1 In Western Europe

•   Robotics & Automation News: Kuka wins massive order from BMW for 5,000 robots

•   Robotics & Automation News: All About Developing a Computer Vision System

•   Robot Report: New sensors for underwater robots could benefit science, industry, say researchers

•   Robot Report: How soft robots could be remotely controlled via magnetic fields

•   Robot Report: The Robot Report April 2020 Issue: Healthcare Robotics

•   Robot Report: Robotics and automation firms join COVID-19 fight

•   로봇신문: 블록체인과 인공지능으로 코로나19 확산 막는다

•   로봇신문: 온로봇, 2.5D 비전 기술 적용된 '아이즈' 비전 시스템 출시

•   Inbound Logistics: Replenishing the Fuel Supply Chain During COVID-19

•   Nikkei Asian Review: Japan opens up civil service jobs to 'lost generation'

•   Nikkei Asian Review: Japan's temp staff faces 'May shock' bigger than financial crisis

•   Nikkei Asian Review: Japan coronavirus cases top 10,000, driven by younger patients

•   Nikkei Asian Review: Pandemic recession evokes fears of new lost generation in Japan

•   Nikkei Asian Review: Japan banks to forgive bounced checks for foreseeable future

•   Nikkei Asian Review: Abe urges people to apply online for swift $930 payments

•   Nikkei Asian Review: Avigan ingredient shortage hits Japan stockpile plan

•   Mainichi: 3 major Japanese contractors to halt construction nationwide due to epidemic

•   Japan Times: Pandemic may force Japan to give up on RCEP agreement for 2020

•   Economic Times: Realty companies, NBFCs get leeway on commercial project loans

•   Economic Times: India Covid count, April 19: 15,712 confirmed cases, 507 dead

•   Business Standard: Rupee can depreciate another 4% despite RBI's liquidity support measures

•   Business Standard: Property developers get a leg up as RBI lists steps helping liquidity

•   Business Standard: RBI's reverse repo cut big, but banks must increase risk appetite: Experts

•   Business Standard: RBI's measures welcome, but govt has to bail out small companies: India Inc

•   Business Standard: Covid-19 impact: Travel, hospitality stare at revenue loss of Rs 5 trillion

•   Business Standard: India could use 3-5% of GDP stabilising economy: World Bank economists

•   Business Standard: RBI may cap reverse repo rate to ensure liquidity translates into credit

•   Business Standard: Coronavirus lockdown keeps companies' yearly, quarterly results in limbo

•   Hindustan Times: No plans to scale down Coal India’s FY21 production target amid subdued demand

•   Moscow Times: Nabiullina Signals Russia Will Cut Interest Rates

•   Jakarta Post: Bank Indonesia says S&P outlook cut not a reflection of fundamentals

•   Jakarta Post: Indonesia to issue larger tax breaks to cover 11 more sectors

•   Jakarta Post: BI requires banks to buy govt bonds using $6.5b in excess liquidity

•   Jakarta Post: Small businesses cry for lifeline as government aid underway

•   Jakarta Post: Freelance workers sell belongings to survive amid COVID-19 outbreak

•   Jakarta Post: Bank Indonesia to relax credit card regulations to fuel virus-battered economy

•   Viet Nam News: FDI enterprises preparing for life after pandemic

•   Viet Nam News: Industrial realty still grows during pandemic

•   Viet Nam News: Vietnamese banks' rating outlooks lowered on COVID-19 impact

•   Viet Nam News: Housing prices unlikely to drop despite pandemic: experts

•   Viet Nam News: Cash-rich firms more resilient amid pandemic

[Opinions]

•   Project Syndicate(Rohinton P. Medhora, Taylor Owen): A Post-COVID-19 Digital Bretton Woods

•   Project Syndicate(Arkebe Oqubay): How Africa Can Fight the Pandemic

•   Project Syndicate(Shlomo Ben-Ami): Why this Pandemic Is Different

•   Project Syndicate(Hans Bergstrom): The Grim Truth About the “Swedish Model”

•   FT(Editorial Board): Covid-19 is bringing out protectionist instincts

•   FT(Editorial Board): Fed’s junk bond purchases should be short-term

•   FT(Editorial Board): How to secure the future of the eurozone

•   FT(Henry Paulson): Save globalisation to secure the future

•   FT(Rana Foroohar): We are entering the new age of American austerity

•   FT(Wolfgang Münchau): Italy is in more danger than the eurozone knows

•   FT(Megan Greene): Bailing out the oil industry: a fate worse than death

•   FT(Gavyn Davies): The SDR is an idea whose time has come

•   FT(Michael Mackenzie): Mind the gap between the markets and the real economy

•   FT(Jemima Kelly): Why are we really in lockdown? 

•   FT(Jonathan Ford): Coronavirus has shaken our laid-back attitude to financial risk

•   FT(Jamil Anderlini): Why China is losing the coronavirus narrative

•   FT(Tom Braithwaite): Corporate bailouts need more of us to share the pain — and gains

•   FT(Don Weinland): China’s GDP fall is a chance to ditch its national growth targets

•   FT(John Dizard): Battle between insurers and US business has just begun

•   FT(Mark Lewis): Why we may have already seen the peak in oil demand

•   FT(Lex): Consumer spending: urge to splurge, postponed

•   FT(Lex): Emerging markets: debt or glory

•   WSJ(Kimberley A. Strassel): Moving the Shutdown Goal Posts

•   WSJ(Mary Anastasia O’Grady): AMLO Tries to Capitalize on Coronavirus

•   WSJ((Bernard-Henri Lévy): A Visit to Europe’s Front With Russia

•   WSJ(Benedic Ippolito, Chris Pope): Joe Biden’s Medicare for More Mistake

•   WSJ(Sai Prakash): Yes, Trump Can Close Congress

•   WSJ(Christopher DeMuth): Trump Rewrites the Book on Emergencies

•   WSJ(John J. Miller): Michigan’s Draconian Lockdown Provokes a Backlash

•   WSJ(Andrew Bogan): New Data Suggest the Coronavirus Isn’t as Deadly as We Thought

•   WSJ(Dave Seminara): The Democrats’ 2020 Coronavirus Hindsight

•   WSJ(Steve Forbes, Arthur Laffer): Suspend the Payroll Tax

•   WSJ(Taylor Dinerman, Glenn Harlan Reynold): Trump Opens Outer Space for Business

•   NYT(Thomas L. Friedman): Trump Is Asking Us to Play Russian Roulette With Our Lives

•   NYT(Bret Stephens): The Story of Remdesivir

•   NYT(Roger Cohen): Trump’s Dow-at-30,000 Dream Hurt America

•   NYT(Robert E. Rubin): Bringing the Economy Back to Life

•   NYT(Bernie Sanders): The Foundations of American Society Are Failing Us

•   NYT(Devi Lockwood): How’s Trump Doing? The View From the President’s Camp

•   WP(Editorial Board): Trump’s reopening guidance has a glaring gap

•   WP(E.J. Dionne Jr.):Trump’s war on pragmatism

•   WP(Josh Rogin): The WHO doesn’t only have a China problem — it has a dictator problem

•   WP(Greg Sargent, Paul Waldman ): Joe Biden just hammered Trump on China. But there’s more to be said.

•   WP(Megan McArdle): Rural areas think they’re the coronavirus exception. They’re not.

•   WP(David J. Lynch): Record government and corporate debt risks ‘tipping point’ after pandemic passes

•   WP(Michael Scherer et al): Trump campaign concludes there is more to be gained by attacking Biden than trying to promote president’s pandemic response

•   Bloomberg(Mohamed A. El-Erian): Top Up This Small-Business Rescue Fund Now

•   Bloomberg(Daniel Moss): China Won't Be Able to Bail Us Out This Time

•   Bloomberg(David Fickling): Saudi Arabia Should Spend Like the Debtor It Is

•   Bloomberg(Noah Smith): The Lockdown Is Tough. Ending It Too Soon Would Be Worse.

•   Bloomberg(Noah Smith): Coronavirus Crisis May Keep the Sanders Revolution Rolling

•   Bloomberg(Brian Chappatta): How Much Can Airbnb Damage the Mortgage Market?

•   Bloomberg(Brian Chappatta, Brooke Sutherland): Ford Shows Traders the Risk in Simply Following the Fed

•   Bloomberg(Andy Mukherjee): These Landlords Don’t Want Us to Go to Work

•   Bloomberg(Marcus Ashworth): Stock Market Investors Are Too Optimistic

•   Bloomberg(Julian Lee): What It Looks Like When the World Stands Still

•   Bloomberg(Clara Ferreira Marques): Fortune Will Favor Miners with Nerves of Steel

•   Bloomberg(Karl W. Smith): Congress Should Give All Working Americans a $600 Raise

•   Bloomberg(Ramesh Ponnuru):Dumb Policies Erode Public Support for Lockdown

•   Bloomberg(Max Nisen): Gilead’s Remdesivir Can Hardly Live Up to the Hype

•   Bloomberg(Max Nisen): There Are Big Holes in Trump’s State Reopening Plan

•   Bloomberg(Joe Nocera): Pandemic Could End Shareholder Supremacy for Good

•   Bloomberg(Faye Flam): Any Good News on Coronavirus This Week? Actually, Yes

•   Bloomberg(Gary Shilling): Big Government Is Bad for Productivity

•   Bloomberg(Cathy O'Neil): This Isn’t the Flattened Curve We Were Promised

•   Bloomberg(Nisid Hajari): Don't Worry (Yet) About China Taking Over the World

•   CNBC(Frederick Kempe): How US can win the post-coronavirus race for global dominance

•   CNBC(Zoe Baird, David Marsh): Getting employees back to work as coronavirus outbreak slows

•   CNBC(Heidi Heitkamp): We haven’t shaken the rust off the Rust Belt

•   CNN(Ira Helfand, Arun Mitra, Tilman Ruff): Will Covid-19 save the world?

•   CNN(Samantha Vinograd): The danger of ignoring this threat during Covid-19

•   CNN(Eric Lorber, Jonathan Schanzer): The US dollar is still king during the coronavirus

•   MarketWatch(Nigam Arora): The U.S. stock market may enjoy the biggest rally ever when the pandemic is over

•   MarketWatch(Nigam Arora): A treatment for the coronavirus would be priceless — and worth about 5,000 points in the Dow Jones Industrial Average

•   MarketWatch(Philip van Doorn): ‘This is going to hurt’ — pain is on the way for the four big U.S. banks

•   MarketWatch(Michael Brush): 26 safe dividend plays for income investors to buy now

•   MarketWatch(Geoffrey Joyce): Are we overreacting to the coronavirus? Let’s do the math

•   MarketWatch(Simon Maierhofer): The stock market’s rebound is bullish, but a ‘too far, too fast’ danger lurks