[Markets]
※ Wall St stock indexes tumble; dollar rises
※ Gold falls as investors need cash to cover losses
※ U.S. Treasury yields fall as investors seek shelter
[Indicators]
• US Mar. Existing home sales: Americans Pulled Back From Home Purchases in March
• 한국 3월 기업 파산신청: 3월에만 파산신청 기업 101곳
• 한국 3월 생산자물가: 국제유가 폭락에 3월 생산자물가 0.8% 하락
• 한국 4월 1~20일 수출: 4월 1~20일 수출 27%↓, 반도체마저 15%↓…코로나 충격 본격화
• Japan Mar. Supermarket sales: March supermarket sales up 0.8%, stay-at-home requests lift food sales
• Mexico Benchmark rates: Mexico Cuts Key Rate to Three-Year Low in Emergency Decision
• COVID-19Johns Hopkins University Live Updates
[News]
• Bloomberg: Oil Crash Adds New Shock to Limping World Economy
• Bloomberg: Oil for Less Than Nothing? Here’s How That Happened
• CNN: Kim Jong Un: US monitoring intelligence that North Korean leader is in grave danger after surgery
• CNBC: The oil industry shakeout is just beginning with more production cuts and bankruptcies ahead
• MarketWatch: What’s next for oil after prices go negative? Saudis, other producers expected to do more to curb supply
• Fox Business: US pork farmers panic as coronavirus ruins hopes for great year
• Business Insider: The battered $700 billion US energy industry is now worth roughly half of Microsoft amid oil's record plunge
• Global Times: Huawei Q1 sales revenue sees sharply lower growth due to coronavirus assault, US crackdown
• 매경(P1): `경제백신` 공적자금 100조 만들라
• 매경(P1): [단독] 코로나 고용대책은 언택트 `공공 알바`
• 매경: 신임 금통위원 "유동성 추가 공급 총력"
• 매경: 주담대 `풍선효과`…전세대출 두달새 5조↑
• 한경(P1): 아마존 18만명 뽑는데…쿠팡은 시간제 알바만 늘린 이유
• 한경(P1): 아시아나항공에 1조7000억 지원
• 한경: 분양가 상한제 시행 3개월 더 연기
• 한경: S&P, 한국신용등급 '안정적' 유지
• 한경: 산업부, 원전해체연구소 내년 착공
• 서경(P1): 與, 총선전 '1세대1주택 종부세 감면' 약속 없던일로
• 조선(P1): '전국민 100만원' 놓고 당정 연일 충돌… 靑은 뒷짐
• 조선(P1): 자동차부품기업 94%, 신용등급 '투기 수준'
• 조선(P1): 北의 심장이 이상하다
• 조선: 돌연… 홍남기의 배짱은 어디에서 나올까
• 조선비즈: 전자업계 1분기 실적, 코로나에도 선방할까
• 중앙(P1): [단독] "김정은 지금 강원도 별장 머물며 비공개 현지지도중"
• 동아(P1): 트럼프 “방위비 협상 한국 제안 내가 거부”
• 동아: 양대 노총 모두 참여 노사정대화 가능성
• 한겨레(P1): 여야 의원·장관님, ‘전 국민 재난지원금’ 하루가 급합니다
※ Carbon Tracker Initiative: Whack-A-Mole: Will South Korea’s coal power transition be undermined by overcompensated gas?
• 머니투데이(P1): 경제대책 바톤 홍남기에게…원톱의 귀환
• 머니투데이: 수조원 드는 재난지원금 지급되면 환율이 급등할까
• 머니투데이: "반도체 하반기 수요 폭발…포스트 코로나 선제 대비해야"
• 헤럴드경제(P1): 포스코, 12년만에 감산 검토
• 파이낸셜뉴스: 인구정책까지 뒤흔든 코로나 쇼크.."출산율 감소세 급격히 빨라질 것"
• 파이낸셜뉴스: 건산연 "올해 건설투자 10조 이상 감소" 전망
※ 건설산업연구원: 코로나19 사태의 건설경기 파급효과 및 대응방안
• 파이낸셜뉴스: 채안펀드 가동에도 여전채 금리 상승
• 파이낸셜뉴스: 4월 신규상장 ‘0'… IPO시장, 5월엔 진짜 봄 올까
• 파이낸셜뉴스: 움츠러든 반도체 설비투자… 코로나·비메모리가 변수
• 파이낸셜뉴스: 현대로보틱스, 내달 1일 공식출범
• 아시아경제(P1): 하늘길 '셧다운' 됐는데 고정비 부담은 1조…정부 지원안에도 촉각
• 아시아경제: "위기 뒤엔 반드시 기회"…삼성디스플레이, 퀀텀닷 설비 강화
• 디지털타임스(P1): 무섭게 크는 中반도체… 위기의 `초격차`
• 이데일리: 코로나에 갇힌 봄…여행사 카드 결제 10분의 1로 '뚝'
• 이데일리: 두산그룹 자산 매각에 SK가 주목받는 이유는
• 더벨: 솔루스 매각에 '우선매수권' 포함될까
• 아주경제: 두산솔루스 가치 '1조’, 최소냐 최대냐…기업가치 신경전
• 뉴스웨이: 두산重·인프라코어·밥캣 3사 매각 대상에서 빠진다
• 아시아투데이: 시중은행, 두산중공업 채권 만기 연장 동참하지만…자구안 비공개에 ‘불안’
• Power Engineering: EIA: Wind, gas and solar add combined 22.7 GW of new capacity in 2019
• 투데이에너지: 신재생E 설치, 벌써 1GW 넘겼다 - 투데이에너지
• Equipment World: Quick Data: Top-selling crawler excavators and sales trends
• Construction Equipment: Volvo, Daimler Team to Develop Fuel Cells
• MINING.com: BHP flags delay in Spence copper mine expansion
• MINING.com: BHP quarterly iron ore output rises, keeps guidance
• MIT News: Examining the social impact of Covid-19
• 전자신문(P1): 장·차관 직속 '포스트 코로나' 부처별 대응조직 만든다
• 전자신문(P1): 전자·자동차업계 "주52시간 근로제 유연하게 적용해 코로나 이후 준비해야"
• 전자신문: [이슈분석]중저가 스마트폰 재조명
• ZDNet Korea: 샤오미, 폴더블폰 내놓나...삼성에 패널 요청
• ZDNet Korea: "PC 수요는 늘었지만 출하량은 줄었다"
• Phone Arena: Top analyst says 2020 5G Apple iPhones are running late; iPhone SE pre-orders top estimates
• Robotics & Automation News: Universal Robots launches ‘world’s first’ autonomous bin picking kit for machine tending
• Robotics Tomorrow: Grinding and Deburring in a Foundry - standard grippers from the Zimmer Group
• Nikkei Asian Review: Japan automakers pump brakes on expansion worldwide
• Nikkei Asian Review: Exclusive: Nissan sees sales stalling at 5m vehicles for three years
• Nikkei Asian Review: Japan's decision on extending emergency to come during Golden Week
• Nikkei Asian Review: Japan preps first subsidy to company moving production out of China
• Nikkei Asian Review: 'Government puts economy before life': Voices from the pandemic
• Economic Times: India Inc's baby steps on long road to normalcy
• Economic Times: No symptoms in 80% of Covid cases raise concerns
• Hindustan Times: Rs 70,000 cr Covid-19 package for power firms; cabinet approval expected soon - india news - Hindustan Times
• Viet Nam News: Retail industry face difficulties during COVID-19
• Myanmar Times: South Korean investments in Myanmar halted by pandemic
[Opinions]
• Project Syndicate(Jim O’Neill): Jim O'Neill Says More…
• Project Syndicate(Chris Patten): Dealing with China After COVID-19
• Project Syndicate(Bassem Awadallah, Adeel Malik): Shelter from the Middle East’s Perfect Storm
• Project Syndicate(Dambisa Moyo): A Splinternet Prevention Plan
• Project Syndicate(Huw van Steenis): The New Digital-Payments Race
• Project Syndicate(Bertrand Badré): Don’t Waste the Pandemic Response
• Project Syndicate(Abebe Bekele): Averting a COVID-19 Security Crisis in Africa
• FT(Martin Wolf): Why the European Central Bank can save the eurozone
• FT(Martin Sandbu): Spain’s proposed recovery fund has irrefutable merits
• FT(Leo Lewis): Coronavirus crisis may finally prove that ‘Japan Inc’ does not exist
• FT(Chris Razook): Coronavirus should focus the minds of Asia’s entrepreneurs
• FT(David Lubin): IMF’s $1tn lending power is not all it is cracked up to be
• FT(Carl Benedikt Frey): Covid-19 will only increase automation anxiety
• FT(Katie Martin): The collapse in oil is a wake-up call for stock markets
• FT(Lex): US oil prices: negative space
• WSJ(Holman W. Jenkins, Jr.): China’s Coronavirus Culpability
• WSJ(Walter Russell Mead): The Coronavirus Hits the Global South
• WSJ(Robert C. O’Brien): Seven Fateful Coronavirus Decisions
• WSJ(Peter J. Wallison): Americans Need Forbearance, Not More Stimulus
• WSJ(Daniel Lee): Stocking Shelves in Covid-19 America
• WSJ(Evan G. Greenberg): What Won’t Cure Corona: Lawsuits
• WSJ(Tom Cotton): Coronavirus and the Laboratories in Wuhan
• NYT(Michelle Goldberg): A Biden Presidency Could Be Better Than Progressives Think
• NYT(Marco Rubio): We Need a More Resilient American Economy
• NYT(Paul Angelo, Rebecca Bill Chavez): ‘Gracias China!!!’
• WP(Editorial Board): Trump and his allies are using the pandemic to push an unrelated agenda
• WP(Editorial Board): The pandemic didn’t come out of nowhere. The U.S. ignored the warnings.
• WP(Paul Waldman): The coming GOP plot to sabotage a Biden presidency
• WP(Marc A. Thiessen): China can’t be ‘scapegoated’ if it’s actually guilty
• WP(Charles Lane): This crisis has taught us the true cost of doing business with China
• WP(Francisco Toro): Could the pandemic help push the oil industry into irrelevance?
• Bloomberg(Mohamed A. El-Erian): Haphazard Reopening Risks Public Health and Economy
• Bloomberg(Brian Chappatta): Powell Looks Prescient as Oil Price Collapses
• Bloomberg(Liam Denning): Trump’s Cure for Negative Oil Prices Is … More Oil?
• Bloomberg(John Authers): Markets Can't Ignore an Event This Extreme
• Bloomberg(Julian Lee): Trump Can’t Save Oil Prices With Saudi Import Ban
• Bloomberg(Clara Ferreira Marques): As Oil Crashes, Iron Ore's Still Rocking
• Bloomberg(Therese Raphael): Don't Expect Boris Johnson to Be the Same Prime Minister
• Bloomberg(Ferdinando Giugliano): A Wealth Tax Isn't the Right Way to Pay for the Pandemic
• Bloomberg(Jonathan Bernstein): No One Can Predict How This Election Will Go
• CNBC(Frederick Kempe): How US can win the post-coronavirus race for global dominance
• CNBC(Ron Insana): Recovering from this unprecedented oil crash could take years and may not benefit Saudi or Russian producers
• CNN(Samantha Vinograd): What we know for sure about North Korea and Kim Jong Un
• MarketWatch(Nigam Arora): Stock-market investors should pay attention to baffling coronavirus data from Boston
• MarketWatch(Mark Hulbert): This is the one leading economic indicator stock investors should follow
• MarketWatch(Rex Nutting): Explaining the oil market’s dive: Petroleum became more trouble than it’s worth
• MarketWatch(Paul Brandus): It’s time to consider what kind of government Joe Biden would surround himself with
• MarketWatch(Pierre Briançon): The ECB is sounding the alarm about Europe’s fiscal impotence. Here’s why.
• MarketWatch(Allyson Y. Schwartz, Anand Parekh): We’re all in this pandemic together: The private sector and the public sphere
• MarketWatch(Robert C. Pozen): The Fed should not be bailing out the underfunded pensions of cities and states
• MarketWatch(Sam Taussig): Small businesses need more than money to get Americans back to work quickly
• MarketWatch(Satyjit Das): International business will be an early victim of coronavirus as governments take greater control of their economies
• Robotics Business Review(Ash Sharma): Robotic Forklifts Set for Lift Off - Robotics Business Review
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