Business Intelligence Monitor 200423

(Introduction)

[Markets]

•   Global: Jump in oil sends global equities higher; bonds dip

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 개미 '사자'에 반등 마감…1,890선 회복

•   한국: '한국판 뉴딜'에 건설·시멘트株 '훨훨'

•   한국: [특징주] 국책은행 자금지원···아시아나-두산重 '명암'

•   한국: 기간산업 추가지원에 국채 `흔들`

•   Metals: Copper firms as supply fears, China demand support prices

•   Grains: U.S. corn gains 2.4% on short-covering; soy firms on export deal

[Indicators]

•   EU Apr. Consumer confidence index: Confidence evaporates among Europe’s crisis-hit consumers

•   UK Mar. CPI: UK inflation falls further in March

•   한국 3월 생산자물가: 코로나19·국제유가 급락에…생산자물가 5년2개월만 최대 하락

•   한국 4월 회사채 발행: 기업 자금조달 '빙하기'…4월 회사채 발행 작년의 반토막

•   Turkey Benchmark rates: Turkey slashes rates in bid to shore up economy against coronavirus

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Deaths Top 10,000 in Nursing Facilities Across U.S.

•   WSJ: Mnuchin Says ‘We Need to Spend What It Takes’ to Overcome Crisis

•   WSJ: In Georgia, a Divided View on Reopening Businesses

•   WSJ: Small-Business Loan Fund May Run Dry Again. Is There Another Way?

•   WSJ: Emergency Grants to Small Businesses Average $4,360

•   WSJ: Social Security Costs Expected to Exceed Total Income in 2021

•   WSJ: Oil Price Rout to Hit U.S. Regional Economies

•   WSJ: Regulator Moves to Ease Crunch at Mortgage Companies

•   WSJ: Newsletter: Oil Price at Two-Decade Low

•   WSJ: ‘We Pulled the Plug’: As Oil Prices Plunge, Drillers in the Gulf of Mexico Shut Off Wells

•   WSJ: iPhone SE: It’s for People Who Don’t Like New iPhones

•   NYT: Social Distancing for Coronavirus Has a History

•   NYT: State by State: Comparing Coronavirus Death Rates Across the U.S.

•   NYT: ‘Instead of Coronavirus, the Hunger Will Kill Us.’ A Global Food Crisis Looms.

•   NYT: ‘Pure Hell for Victims’ as Stimulus Programs Draw a Flood of Scammers

•   NYT: What 5 Coronavirus Models Say the Next Month Will Look Like

•   NYT: With Selective Coronavirus Coverage, China Builds a Culture of Hate

•   WP: States rushing to reopen are probably making a deadly mistake, experts warn

•   WP: Second economic downturn a growing possibility

•   WP: Joe Biden to name selection panel for running mate by May 1

•   FT: ECB loosens collateral rules to accept ‘fallen angel’ bonds

•   FT: Trump tells navy to shoot Iranian boats that harass US ships

•   FT: ‘Muppets v Sharks’ as retail investors feel pain of negative oil

•   FT: Pompeo accuses China of destroying coronavirus samples

•   FT: Hedge funds suffer worst quarterly outflows since financial crisis

•   FT: US restaurant closings spur farmers to destroy food

•   FT: Remittance flows expected to plunge more than $100bn

•   FT: Argentina digs in for debt talks as it skips payment

•   FT: How Israel’s Netanyahu secured his political survival

•   FT: Germany approves Covid-19 vaccine trial

•   FT: France’s testing weakness shows challenges of lifting lockdowns

•   FT: Chile’s coronavirus outbreak helps revive Piñera’s fortunes

•   FT: Applications for UK’s job retention scheme slow

•   FT: China to step up reform of banks hit by coronavirus

•   FT: Poor countries test EU pandemic rhetoric

•   FT: Oil-producing nations grapple with latest price fall

•   FT: How Trump could help the US oil sector back on its feet

•   FT: UK coronavirus deaths twice as high as official figure, according to FT study

•   FT: India’s coronavirus crisis hits country’s farmers and food supplies

•   FT: US anti-lockdown protests: ‘If you are paranoid about getting sick, just don’t go out’

•   FT: How Trump could help the US oil sector back on its feet

•   Bloomberg: Oil Collapse to Worsen China’s Deflation, Open Path for PBOC

•   Bloomberg: Real Oil Price Plunge Pushes Major Producers to the Brink

•   Bloomberg: Brent Oil Drops to 21-Year Low as Selling Pressure Intensifies

•   Bloomberg: Distress Deepens in Indian Villages, Worsening Economic Pain

•   Bloomberg: Global Container Shipments Set to Fall 30% in Next Few Months

•   Bloomberg: Spoiling Rice in Vietnam Ports Show Perils of Food Protectionism

•   Bloomberg: Thailand’s Downturn Means Even the Monks Are Going Hungry

•   Bloomberg: Lockdown Lifestyles Are Reshaping the Future of Oil Demand

•   Bloomberg: What’s Next in Hong Kong’s Protests After the Coronavirus Lull?

•   Bloomberg: Covid-19 Vaccine Expectations May Be Getting Ahead of Science

•   Bloomberg: Chinese Ambassador to U.S. Urges ‘Serious Rethinking’ of Ties

•   Bloomberg: America’s Middle Class Gets Hit With Office Jobs Disappearing

•   Bloomberg: Pelosi Seeks ‘Major’ State Aid, Setting Up Clash With McConnell

•   Bloomberg: Good Budget News on U.S. Relief Package May Be Bad News for Economy

•   Bloomberg: Americans’ Fear of Job Loss Surges to 45-Year High, Poll Shows

•   Bloomberg: Bailouts, Delistings Loom for Japan’s Beleaguered Regional Banks

•   Bloomberg: Korea Inc. Credit Outlook Worst in Decade Despite Virus Success

•   Bloomberg: EU’s Next Move in Airbus-Boeing Feud Clouded by Pandemic

•   Bloomberg: Italy Sees Deficit Above 10% of Economy in 2020, Officials Say

•   Bloomberg: Oil Market Crash: How ETFs Are Adding to the Turmoil

•   Bloomberg: India’s Electricity Demand Sees Drop Despite Factories Reopening

•   Bloomberg: Mnuchin Says He Expects Most of Economy Opening by Late Summer

•   Reuters: Pompeo says Iran military satellite launch might defy U.N. resolution

•   Reuters: Italy's daily coronavirus death toll falls, but new cases climb

•   Reuters: Vietnam to ease nationwide coronavirus lockdown

•   Reuters: Brazil's Sao Paulo state to gradually reopen economy on May 11

•   CNN: How negative oil prices could set the stage for the next price boom

•   CNN: Trump orders Chevron to halt oil production in Venezuela

•   CNN: United's unusual plan to sell $1 billion of stock

•   CNBC: Coronavirus treatment: Vaccine doctor says worry about Trump idea led to ouster

•   CNBC: Another 4.3 million workers expected to have filed unemployment claims

•   CNBC: WHO warns: Coronavirus remains 'extremely dangerous' and 'will be with us for a long time'

•   CNBC: US auto sales recovering amid pandemic but still significantly down

•   CNBC: The hunt for oil storage space is on — here’s how it works and why it matters

•   CNBC: Coronavirus: Trump blames China, virus impact on trade war

•   CNBC: WHO warns: Coronavirus remains 'extremely dangerous' and 'will be with us for a long time'

•   CNBC: 11% of CEOs fear their business won't survive coronavirus: YPO survey

•   CNBC: A 'U,' a 'V' or maybe a Nike swoosh? Economists try to predict what a recovery will look like

•   MarketWatch: About 150 years of oil-price history in one chart illustrates crude’s spectacular plunge below $0 a barrel

•   MarketWatch: ‘We will not have a vaccine by next winter’: What happens when coronavirus returns?

•   Fox Business: As oil piles up, producers look to supertankers for storage

•   SCMP: Economy in China’s coronavirus epicentre dropped 40 per cent in first quarter

•   SCMP: Taiwan upbeat on 2020 growth as exports rise, island stays lockdown free

•   매경(P1): 기간산업·소상공·일자리에 85조 투입

※   기재부: 제5차 비상경제회의 개최 결과

•   매경: 美처럼 특수목적기구 설립…20조 투입해 기업어음 매입

•   매경: 고용유지 조건 내걸고…항공·車·조선 등 7대 주력산업 지원

•   매경: 자금지원 빨라야 5월말…국회동의가 관건

•   매경: 재계 안도하면서도…"과도한 정부 경영개입 우려"

•   매경: 15만개 `언택트 알바` 만든다…文 "디지털 일자리가 핵심"

•   매경: 고용안정 재원 10조, 추경으로…반세기만에 `한해 세번 추경`

•   매경: 文대통령 "포스트 코로나 시대, 한국판 뉴딜 필요"…고용안정 강조

•   매경(P1): 당정, 모든 가구에 재난지원금 합의…고소득자 `자발적 기부` 유도

•   매경: 여당 "재난지원금 기부땐 15% 세액공제 검토"

•   매경(P1): 손경식 "고용 유지에 노력"…김명환 "노사정 연대·협력"

•   매경: 손경식 "고용 흔들리면 경제 끝장…신속히 기업 지원해야"·김명환 "이달 내로 위기극복 긴급 노사정 대화하자"

•   매경(P1): 원유ETN 일주일새 63% ↓…WTI, 11달러대로 추락

•   매경: `원유 개미지옥`에 홀려…제값보다 8배 비싸도 하루 1조씩 샀다

•   매경: 현대차 노조도 `獨모델` 제시…코로나 대타협 시작을

•   매경: 재택·유연근로 `뉴노멀` 됐는데…제도가 못받쳐준다

•   매경: 수출 반토막에…車, 5월 시작부터 `코로나 셧다운`

•   매경: `실탄부자` 개미, 유가·수출 대란 막아낼까

•   매경: "벌점 합산하되 점수 보정"…건설업계, 수정안 정부 건의

•   매경: [현장 돋보기] 드론 생태계 조성 첫단계…기술 개방해 적용범위 넓혀야

•   한경(P1): 삼성·현대차, 글로벌 공급망 다시 짠다

•   한경: 靑 비상경제회의 대신 '경제 중대본' 체제 가동…홍남기 부총리가 지휘

•   한경: 산은에 '40조 기금' 설치…정부보증 채권 발행으로 조달

•   한경: 노동계는 판 엎고 정치권은 개입…광주형 일자리 좌초 위기

•   한경: 포스코케미칼 '음극재 독립만세'…미쓰비시·히타치도 제쳤다

•   한경: "규제없는 미니 재건축으로…" 사업추진 급증

•   한경: 총선 여당 압승, '강력 규제' 계속된다…정부·국회만 바라보는 부동산 시장

•   서경: 정유업 위기극복 위해...석유 비축시설 대여료 낮추고 납세 유예

•   서경: [Biz이슈&] 전력기금 요율 1% 내리면···기업·국민 부담 6,000억 줄어든다

•   서경: "최악 온다, 현금이 답" 우량기업 회사채 발행 러시

•   서경: "코로나 백신 12~15개월내 개발은 환상"

•   서경: "백신개발 전까지 2년간 경기후퇴...보호주의 확산 경계해야"

•   서경: SOC투자 늘려 일자리 만드는 지자체

•   조선: 정부가 만드는 55만 일자리, 30만개는 산불감시·방역

•   조선: 車부품사 3000곳 도산 위기, 항공편 90% 급감… 관건은 지원 속도

•   조선: 직원 줄이지 말라, 임직원 임금 줄여라… 까다로운 지원 조건에 속타는 기업들

•   조선: 코로나에 질린 서방국, 차이나머니도 질겁

•   조선: 말라리아 치료제가 코로나에 효과? 갈수록 갸우뚱

•   조선: [Tech & BIZ] 메마른 스마트폰 시장에 '가성비'가 내린다

•   조선비즈: 회사채 적극 매입한다더니… 카드사들 높은 장벽에 '끙끙'

•   조선비즈: 1조원 누가 먼저 채울까… 해외 수주 어려워진 건설사들 정비사업서 ‘전쟁’

•   인베스트조선: 두산그룹, 계열사 지분 대부분 담보…근본 해결책은 '지배구조 개편'

•   인베스트조선: '대책도 없는' 증권사로 흘러가는 코로나 지원금

•   인베스트조선: 고용유지 부담 커진 정부…구조조정 칼날은 무뎌질 듯

•   중앙: 김상조, 비상경제회의 3시간 전 5대그룹 회동…고용유지 당부한 듯

•   중앙: “돈 푸는 것 못지 않게 친기업·친시장 시그널도 줘야”

•   동아(P1): [단독]김연철 통일장관 본보 인터뷰 “판문점선언 비준, 새 국회와 상의해 추진”

•   동아(P1): 트럼프, 김정은 건강이상설에 “모른다, 잘 있기를”

•   동아: “美, 김정은 유고시 비상계획 갖고 있다”

•   동아: 韓美, 정보 공유하지만 해석 차이… 美 ‘김정은 의학적 시술설’ 무게

•   동아: ‘김정은 논란’ 떠들썩한데… 北매체는 침묵

•   문화: 총선뒤 처리한다던 4大경제법안… 국회 공전에 자동폐기 우려

•   문화: 12년만에… 휘발유값 ℓ당 1200원대

•   한국(P1): 삼성전자에 빗장 푼 중국… 반도체 기술진 200여명 특별입국

•   국민: 두산솔루스 212억원 규모 채무보증 결정

•   머니투데이: 대기업 정규직 100만원 벌때 중소기업 비정규직 42.7만원 번다

•   헤럴드경제: 채권단 “두산重 자구안 미흡”…‘자율협약’ 유력

•   헤럴드경제: ‘코로나 희망’ 떠오른 렘데시비르“아직 검증중…섣부른 기대 금물”

•   파이낸셜뉴스(P1): "대공황 이후 최악의 경제…'코로나 노멀' 대비해야" [제21회 서울국제금융포럼]

•   파이낸셜뉴스: ‘2년 연속 0%대’ 근원물가… 한국도 디플레이션 우려 커진다

•   파이낸셜뉴스: 대한항공·아시아나, 유상증자·감자땐 '국책은행 子회사' 전락 [심층진단 | 존폐기로에 선 항공업]

•   파이낸셜뉴스: 한경연 "기업활력법, 全산업으로 확대해야" [위기의 기업들]

•   파이낸셜뉴스: 현대·기아차 해외공장 다음주 본격 재가동

•   파이낸셜뉴스: 삼성 '반도체 비전 2030' 1년… 초격차 선도 기술 개발 박차

•   아시아경제: '구조조정 모범생' 두산, 앞날은 첩첩산중

•   이데일리: [줌인]공멸 위기인데… 두산·현대重 노사갈등에 ‘시름’

•   이데일리: [김지현의 IT세상]테슬라·구글·애플…미래차 플랫폼 삼국지

•   이데일리: [마켓인]‘매각가 1조’ 두산솔루스…협상 투드랙 전략 ‘솔솔’

•   연합인포맥스: 시중은행 두산重 익스포저 1조원…"대출연장 하겠지만"

•   이투데이: 두산중공업, 단기차입금 5868억 원 증가 결정

•   더벨: '산은發' 두산 구조조정에 대한 단상

•   더벨: 두산솔루스 M&A 관전 포인트 '증설 플랜'

•   더벨: 잠재매물 두산건설, 자본확충 필요성 부상

•   더벨: '소도 잃고 외양간도 잃은' 한진해운 전례 답습?

•   비즈니스포스트: 삼성 SK LG 포스코, 매물로 나온 두산솔루스 탐낼 이유 충분하다

•   아시아타임즈: ‘M&A 승부사’ 최태원, 두산솔루스 움켜쥘까

•   더구루: 친환경 정책에 웃고 우는 두산중공업

•   Windpower Monthly: Post-virus recession 'threatens' Asia-Pacific renewables growth

•   Equipment Journal: Caterpillar launches 5 new backhoe loaders - Equipment Journal

•   건설경제: 기간산업 유동성 지원한다면서…정작 ‘일자리 효자 건설’ 제쳐놨다

•   OilPrice.com: Putin Calls For Patience As Oil Prices Crash

•   OilPrice.com: Are Negative Oil Prices About To Become The New Normal?

•   OilPrice.com: Mexico's President Fears The Economic Consequences As Oil Prices Go Negative

•   Verge: Apple iPhone SE 2020 review: everything you need

•   MIT News: MIT’s Love Lab developing a Covid-19 vaccine to potentially reach billions

•   MIT News: Researchers identify cells likely targeted by Covid-19 virus

•   전자신문(P1): 코로나로 해외인증 못 받아···전자·IT, 신흥국 수출 '비상'

•   전자신문(P1): [단독]세계 첫 양자암호 스마트폰 '갤럭시 퀀텀' 내달 출시

•   전자신문: [이슈분석] 반도체 업계, SiC 전력 반도체 주도권 경쟁 가열

•   전자신문: 삼성·LG 디스플레이, 1분기 6600억원대 적자 전망…2분기 코로나19 직격탄 우려

•   ZDNet Korea: 침 한 방울로 코로나19 감염 여부 즉시 확인한다

•   ZDNet Korea: 코로나19 위기 車 산업, 그래도 희망은 있다

•   디지털데일리: 中 YMTC 128단 낸드 개발…韓·美·日 적층 경쟁 '점화'

•   Phone Arena: The cheapest 5G smartphone costs less than $350, but there's a catch

•   Phone Arena: Xiaomi is reportedly working on its version of the Samsung Galaxy Z Flip

•   Inside EVs: SK Innovation To Supply Electric Car Batteries To BAIC

•   Robotics & Automation News: 4 key questions to ask before getting started with collaborative robots

•   Robotics Tomorrow: Perceptions of Collaborative Robotics Post, COVID-19, Q&A with Productive Robotics

•   Robot Report: 8 reasons to remain positive about US economy

•   로봇신문: 형상기억 합금으로 만든 소프트 로봇

•   Nikkei Asian Review: Will Abenomasks help prevent coronavirus spread in Japan?

•   Nikkei Asian Review: Toyota to halve Japan production in May

•   Nikkei Asian Review: Hidden threat: Japan has only 2-week stockpile of LNG

•   Japan Times: Honda to halt output at two domestic plants as virus affects parts supply

•   Economic Times: Covid-19 Impact: Top retailers urge government to open non-essential retail to reset the Indian economy

•   Economic Times: View: The grey areas in India's new FDI rules

•   Business Standard: More monetary, fiscal stimulus on the anvil: Principal Economic Adviser

•   Hindustan Times: Economic woes due to Covid-19 to continue beyond April-June quarter: survey

•   Hindustan Times: Cabinet likely to discuss stimulus for India Inc seeking relief during Covid-19 lockdown

•   Hindustan Times: Companies warn of layoffs if no stimulus

•   Folha de S.Paulo: Brazil's Supreme Court Authorizes Investigation of Pro-Coup Military Act Involving Bolsonaro

•   Moscow Times: Russian Oil Major Scraps Dividend as Industry Reels From Oil Price Crash

•   Jakarta Post: Ministry mulls providing companies soft loans to pay Idul Fitri bonus

•   Jakarta Post: Indonesia’s palm oil exports drop 19% in first two months

•   Jakarta Post: Govt to provide interest subsidy for small borrowers as COVID-19 hits hard

•   Jakarta Post: Almost all business sectors will get tax breaks: Govt

•   Jakarta Post: Manufacturers adapt to shifts in demand but layoffs continue

•   Jakarta Post: 2021 state budget to include extra spending for COVID-19 mitigation

•   Jakarta Post: 'No choice but to keep economy running': Ministry allows 11,000 companies operate during PSBB

•   Jakarta Post: Poverty elimination back to square one as COVID-19 wipes past progress: Experts

•   Viet Nam News: Tax cuts proposed from SMEs to accelerate growth after COVID-19

[Opinions]

•   Project Syndicate(Michael Spence, David W. Brady): COVID-19 and the Trust Deficit

•   Project Syndicate(Andrew Scott): How Aging Societies Should Respond to Pandemics

•   Project Syndicate(Barry Eichengreen): Alice in Libraland

•   Project Syndicate(Dante Alighieri Disparte): Why Libra Matters

•   Project Syndicate(George Soros): Spain Is Leading the Way on Perpetual Bonds

•   Project Syndicate(Brahma Chellaney): The Chinese Health Organization?

•   FT(Editorial Board): Companies must strengthen their buffers against shocks

•   FT(Editorial Board): What the UK needs to do before leaving lockdown

•   FT(Janan Ganesh): Trump, Xi and other nationalists are less united than ever

•   FT(Gillian Tett): How much should it cost to contain a pandemic?

•   FT(David Gardner): Benjamin Netanyahu draws another winning hand

•   FT(Jemima Kelly):  We need to figure out how we will reopen the economy. But not like this.

•   FT(Brooke Masters): Looking for M&A deals is risky now for both buyers and sellers

•   FT(Henry Foy): Russia’s oligarchs expected to dig deep during the crisis

•   FT(Juan-Luis Perez): Forecasting in times of stress requires a different lens

•   FT(George Papaconstantinou): Don’t repeat the mistakes of the Greek bailout

•   FT(Duvvuri Subbarao): India cannot simply spend its way out of a crisis

•   WSJ(Walter Russell Mead): Trump’s Best Re-Election Bet: Run Against Beijing

•   WSJ(Ron Johnson): PPP Loan Forgiveness Needs Limits

•   NYT(Nicholas Eberstadt): What Is the Coronavirus Doing to North Korea?

•   NYT(Lisa Graves): Who’s Behind the ‘Reopen’ Protests?

•   NYT(Vera Zakem): Pandemic Propaganda Is Coming. Be Ready for It.

•   WP(David M. Beasley): Covid-19 could detonate a ‘hunger pandemic.’ With millions at risk, the world must act.

•   Bloomberg(Daniel Moss): Singapore Proves There's No Textbook Virus Response

•   Bloomberg(Justin Fox, Noah Smith): Some Covid-19 Studies Are More Meaningful Than Others

•   Bloomberg(Narayana Kocherlakota): Politicians Are Running the Economy Now

•   Bloomberg(Brian Chappatta): Powell Looks Prescient as Oil Price Collapses

•   Bloomberg(Brian Chappatta): U.S. State Bankruptcy Was a Farce Then and Now

•   Bloomberg(Shuli Ren): When Small Businesses Get Loans They ... Buy Property?

•   Bloomberg(John Authers): We're Not Floating to Hell on an Oil Barrel

•   Bloomberg(Marcus Ashworth): The ECB Prepares the Way for Buying Junk Bonds

•   Bloomberg(Anjani Trivedi): China’s Nips and Tucks Won’t Stop Leverage Buildup

•   Bloomberg(Ferdinando Giugliano): Germany Has a Winning Hand Again in Europe

•   Bloomberg(Jonathan Bernstein): Did the Democrats Get Rolled on the New Rescue Plan?

•   Bloomberg(Bobby Ghosh): Without Sanctions, Iran’s Provocations Would Be Deadlier

•   Bloomberg(Mark Gongloff): Recession Forecasts May Not Be Pessimistic Enough

•   Bloomberg(Ben Schott): China’s Factories Are Slowly Waking Up

•   Bloomberg(Matthew A. Winkler): Corporate Binge on Bonds Defies Credit Downgrades

•   Bloomberg(Mark Buchanan): Coronavirus Could Sway Climate Change Doubters

•   MarketWatch(Rex Nutting): Explaining the oil market’s dive: Petroleum became more trouble than it’s worth

•   한경(이수빈): 탈원전 지지하며 두산重 근로자 돕는다는 민노총

•   한겨레(곽정수): [유레카] 한국 최장수기업 두산의 위기

•   국민(김윤경): 월성 1호기 영구 정지에 대한 이해

•   데일리안(조인영): '두산은 내일을 준비합니다'의 역설