Business Intelligence Monitor 200427

(Introduction)

[Markets]

•   Global: Stocks struggle with muddled government pandemic responses

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 1.3% 하락…외국인·기관 동반 순매도

•   Metals: Copper slips on worries about recession, virus drug trials

•   Grains: U.S. corn, soybean futures snap winning streak; wheat also weak

[Indicators]

•   Global Feb. Trade volumes: Global trade contracts as coronavirus hits world economy

•   US Feb. Construction confidence index: Construction Confidence Sags: ABC

•   US Mar. Durable goods orders: U.S. Durable-Goods Orders Drop as Economic Outlook Sours

•   US Q1 GDP Nowcast: Apr 24, 2020: New York Fed Staff Nowcast

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

•   Germany Apr. Ifo Business Climate Index: German Business Confidence Plummets as Lockdowns Persist

•   한국 주간 아파트 가격(부동산114): 수도권 평균 매매價 1년만에 하락

•   Japan Mar. Department store sales: Japan department store sales log record 33% drop for March, with steeper dive on the way

•   Japan Mar. CPI: Coronavirus-spurred slowdown in Japan prices sparks deflation fears

•   India Q1 Housing prices: Housing prices up 9% in one year across 9 cities despite demand slowdown

•   Russia Benchmark rates: Russia cuts lending rates in effort to stem economic hit from coronavirus

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: States Reopen for Business, but Many Big Chains Sit It Out for Now

•   WSJ: U.S. Debates How Quickly It Can Reopen

•   WSJ: Behind Oil-Market Gyrations: Few Places Left to Store Unwanted Crude

•   WSJ: If the First-Quarter GDP Report Looks Bad, the Second Quarter Will Be Worse

•   WSJ: Mnuchin Sees Third-Quarter Rebound for U.S. Economy

•   WSJ: Fewer Products, Localized Production—Companies Seek Supply-Chain Solutions

•   WSJ: Coronavirus Means the Era of Big Government Is…Back

•   WSJ: Coronavirus Forces Farmers to Destroy Their Crops

•   WSJ: Coronavirus Projected to Trigger Worst Economic Downturn Since 1940s

※   CBO: CBO’s Current Projections of Output, Employment, and Interest Rates and a Preliminary Look at Federal Deficits for 2020 and 2021

•   WSJ: Fed Allows Banks to Eliminate Limits, Fees on Monthly Withdrawals From Savings Accounts

•   WSJ: Bankrupt Companies Shut Out of Stimulus Money

•   WSJ: Economy Week Ahead: Central Bank Meetings, U.S. Consumer Spending

•   WSJ: Newsletter: More Layoffs, Fewer Startups, Less Deodorant

•   WSJ: The Future of Electric Vehicles May Ride on Two Wheels

•   NYT: Businesses Tiptoe Into a World of Masks, Gloves and Wary Customers

•   NYT: Trump’s Suggestion That Disinfectants Could Be Used to Treat Coronavirus Prompts Aggressive Pushback

•   NYT: Pressured by China, E.U. Softens Report on Covid-19 Disinformation

•   NYT: Testing Remains Scarce as Governors Weigh Reopening States

•   NYT: Reopening Has Begun. No One Is Sure What Happens Next.

•   NYT: Prescriptions Surged as Trump Praised Drugs in Coronavirus Fight

•   NYT: Nervous Republicans See Trump Sinking, and Taking Senate With Him

•   NYT: Can Antibody Tests Help End the Coronavirus Pandemic?

•   NYT: Reopening of New York Could Begin Upstate After May 15, Cuomo Says

•   NYT: As States Push to Reopen, Business Leaders Say Not So Fast

•   NYT: Where Americans Live Far From the Emergency Room

•   NYT: Jailed Huawei Workers Raised a Forbidden Subject: Iran

•   NYT: The Tax-Break Bonanza Inside the Economic Rescue Package

•   WP: Young and middle-aged people, barely sick with covid-19, are dying of strokes

•   WP: Coronavirus corruption in Colombia, Argentina, Romania, Bangladesh

•   WP: ‘We’re basically ill-prepared’: Hobbled House majority frets about its effectiveness amid pandemic

•   WP: Is the talk about Kim Jong Un being sick — or worse — true? Pyongyang is abuzz, too.

•   FT: US banks pull back from lending to European companies

•   FT: EU fails to settle rifts over size and shape of ‘recovery fund’

•   FT: Virus deals body blow to Spain’s tourism sector

•   FT: Ramadan under coronavirus: ‘It will be bittersweet’

•   FT: India’s biggest slum tests Modi’s coronavirus response

•   FT: Brazil’s justice minister quits in blow to Bolsonaro

•   FT: Will American shale oil rise again?

•   FT: Embraer says Boeing used false claims to ditch $4bn tie-up 

•   FT: Coronavirus: private equity’s bailout moment

•   FT: Investors baffled by soaring stocks in ‘monster’ depression

•   FT: Leaders across Europe prepare to ease lockdown

•   FT: Global coronavirus death toll could be 60% higher than reported

•   FT: China warned EU 3 times over virus propaganda report

•   FT: ECB predicted to beef up asset purchases with shift into ‘junk’ bonds

•   FT: Diamond Offshore Drilling files for bankruptcy

•   FT: Trump says virus media briefings a ‘waste of time’

•   FT: German shops reopen but celebrations in Berlin muted

•   FT: Boris Johnson returns to face rising pressure on lockdown

•   FT: UK supply chains threatened by storage crunch

•   FT: Workers risking infection deserve payouts too, says Japan minister

•   FT: US lenders work through mortgage refinancing backlog

•   FT: Will central banks serve up fresh stimulus?

•   FT: Carmakers hit by lack of state support in emerging markets 

•   FT: Italy bonds reprieved as S&P downgrade avoided

•   FT: Closing the spread is the task of central banks

•   FT: Clashes break out in locked-down Paris suburbs as tensions rise

•   FT: ‘Locust-19’ set to ravage crops across east Africa

•   FT: Fed caught in political crosshairs over bailout role

•   FT: Big Oil faces new reality where ‘everything has changed’

•   FT: Beijing clamps down on Hong Kong under cover of coronavirus

•   FT: Oil price plunge pummels commodity tracker funds

•   FT: Orban’s emergency powers hit opposition funding

•   FT: BoE warns bank loan reserves risk choking business funding

•   FT: Factories Fire Up in Europe to Pull Economy Back From the Abyss

•   FT: Battered and Bruised, Supply Chains Shift to Recover-and-Survive Mode

•   FT: The Back-to-Work Math Gets Messy for America’s Newly Unemployed

•   FT: Port Authorities Commit to Stay Open Amid Coronavirus Pandemic

•   FT: Mexico under pressure to resume US auto supplies

•   FT: Northern Ireland economy acutely exposed to coronavirus

•   FT: UK needs to ‘seriously engage’ in Brexit talks, Barnier warns

•   FT: Will American shale oil rise again?

•   FT: Coronavirus: the hidden health costs of the UK lockdown

•   Bloomberg: Deutsche Bank Says Results Will Beat Market Expectations

•   Bloomberg: Bond Investors Start to Debate Whether U.S. Is Heading Into Deflationary Spiral

•   Bloomberg: Bill Gates’s Coronavirus Vaccine Could Be Ready in 12 Months

•   Bloomberg: Rich Asians Feel Pain on $10 Billion of Bond Bets After Crash

•   Bloomberg: Chinese Firms Halt Dividends, Sell Equity to Ride Out Pandemic

•   Bloomberg: Singapore Becomes Asia’s Most Infected Nation After China, India

•   Bloomberg: Will a Woman Run North Korea? Kim’s Sister Outshines Male Rivals

•   Bloomberg: World’s Biggest Wheat Supply Dries Up When Some Want It Most

•   Bloomberg: World’s Biggest Wheat Shipper Hits Quota Limit Ahead of Time

•   Bloomberg: Welcome to the Great Emerging-Market Schism: A Virus-Made Split

•   Bloomberg: The Next Chapter of the Oil Crisis: The Industry Shuts Down

•   Bloomberg: Tale of Two Economies Will Determine Post-Lockdown Growth

•   Bloomberg: World’s Biggest Central Banks Meet as Pressure Mounts to Do More

•   Bloomberg: Economists Propose Ending Lockdowns by Releasing the Young First

•   Bloomberg: Contagion Risks Build in India’s Credit Market After Fund Freeze

•   Bloomberg: Philippines Faces U-Shaped Recovery: Central Bank Governor

•   Bloomberg: BOE Measures Can Stem Long-Term Virus Harm, Bailey Writes in Sun

•   Bloomberg: ECB Seen Boosting Pandemic Response to Help Economy

•   Bloomberg: China’s Second-Quarter Rebound Already Losing Steam, Data Show

•   Bloomberg: Inside the Oil Market: The 20 Minutes That Broke the U.S. Sector

•   Bloomberg: Which Country Has World's Highest Coronavirus Death Rate

•   Bloomberg: Pelosi, McConnell Set to Collide on Follow-Up to $3 Trillion Aid

•   Bloomberg: Japan Coronavirus Lockdown: State of Emergency May Be Extended

•   Bloomberg: Germany Braces for Worst Economic Slump in Its Post-War History

•   Bloomberg: China’s 2020 Economic Growth Seen Sliding Below 2% in Survey

•   Bloomberg: Oil Slump May No Longer Be a Curse for Renewable Energy

•   Reuters: Italy's coronavirus epidemic began in January, study shows

•   Reuters: Special Report: India's migrant workers fall through cracks in coronavirus lockdown

•   Reuters: Rouhani says Iran should assume worst-case coronavirus scenario

•   Reuters: Plans to restart Canadian economy do not hinge on coronavirus ‘immunity’ levels, Trudeau says

•   Reuters: Italy's far-right League hurt by response to coronavirus in heartland

•   Reuters: Italy's daily coronavirus death toll lowest since March 14, new cases fall

•   Reuters: Exclusive: Hungary's economy likely to shrink more than 3%, deficit goal 'not carved in stone' - finance minister

•   Reuters: Italy targets surge in public debt as coronavirus impact bites

•   Reuters: Freeport-McMoRan slashes $1.3 billion in costs to stem COVID-19 fallout

•   CNN: A flood of corporate debt could make the economic recovery more difficult

•   CNN: Biden's invisible 2020 campaign is winningPolitics

•   CNBC: How Italy's economic heartland became ground zero to the deadliest coronavirus outbreak in Europe

•   CNBC: Coronavirus: Trump clings to China trade deal as Beijing backlash grows

•   CNBC: 'Scary,' 'visceral,' 'unprecedented': Traders describe oil's wild week and fall to negative prices

•   CNBC: Coronavirus lockdown: Dubai could be headed for another debt crisis

•   CNBC: Lawsuits, outrage over China's handling of the coronavirus pandemic

•   CNBC: Coronavirus: Why Germans aren't shopping despite stores being open

•   CNBC: Coronavirus Italy: Small stores reopen after lockdown

•   CNBC: Brazil becoming coronavirus hot spot as testing falters

•   CNBC: Boeing 737 Max fix date quietly pushed back amid coronavirus

•   CNBC: 7 charts show how the coronavirus pandemic has hit the global economy

•   Fox Business: Coronavirus small business loans to help half of private workforce: Mnuchin

•   Fox Business: Businesses reopening amid coronavirus must understand, mitigate risks: Johns Hopkins doctor

•   KVRR: Doosan Bobcat expected to reopen Saturday night after one day shutdown

•   SCMP: Blame game set to widen rift between US and China

•   SCMP: China’s nationalism might work at home, but not on the world stage, experts say

•   SCMP: China’s belt and road push hits roadblock as virus ruptures supply chains

•   SCMP: Chinese households faced high debt risk before coronavirus hit

•   SCMP: Exclusive | US-China row over WHO sees G20 leaders summit called off at last minute

•   SCMP: Masks, gowns like ‘gold dust’ in China’s chaotic markets as supplies run low

•   SCMP: Superpower drive to lure companies out of China post-virus gathers momentum

•   SCMP: China urged to ‘think outside the box’ to help virus-hit businesses

•   SCMP: US soybean imports to China dive as bumper Brazilian crop adds competition

•   SCMP: China injects US$7.9 billion into banking system with latest rate cut

•   SCMP: Decline of skilled workers in China’s rust belt hampers virus recovery

•   Global Times: Huawei tops China’s 5G bidding winner list as the country vows to expedite 5G development

•   Global Times: China likely to emerge from virus-triggered downturn as strongest growing country in the world: Blackstone CEO

•   Global Times: China's travel thaw seen for May Day holidays

•   매경(P1): 대한항공·아시아나 2조9천억 긴급지원

•   매경: 7대 기간산업 첫 지원…은성수 "지분 취득해도 의결권 행사안해"

•   매경: 버는 돈 없이 고정비용만 `줄줄`…항공업계 "신속한 지원 시급"

•   매경: 이동걸 산업은행 회장 "기업 자금난은 대부분 일시적…병상 비워놨다"

•   매경(P1): 황금연휴 경주·거제까지 객실 매진

•   매경: 갑갑함 떨치려 휴양지로, 온천으로…정부는 조마조마

•   매경(P1): 전국민 재난지원금 내달13일부터 지급

•   매경: 靑, 재난지원금 시간표부터 공개…野에 `추경 압박`

•   매경: [세종 인사이드] "기간산업 40조원 지원 급하다"…토요일 국무회의 여는 정세균

•   매경: 코로나에 발목잡힌 韓교역…그나마 FTA 덕분에 선방

•   매경: 인텔, 코로나 뚫고 `깜짝실적`…영업이익 삼성반도체의 2배

•   매경: 브라질 등 현대·기아車 해외공장 셧다운 연장

•   매경: "리스크 줄이니 이익급감 반발"…운용사도 `원유상품 잔혹사`

•   매경: [Science] 10000분의 1…코로나 치료제, 어디까지 왔나

•   매경(P1): 부처 엇박자…날새는 코로나 금융대책

•   매경: 기재부·韓銀은 `리스크 핑퐁게임`…금융위는 중간서 남탓만

•   매경: "연준이 돈 풀고 재무부가 10% 보증…美처럼 신속 대응을"

•   매경: 상처난 홍남기 리더십…경제중대본 잘 이끌까

•   매경(P1): [단독] 車산업 미래전략 바꾼다…공유서 배송으로

•   매경(P1): 소비가 애국인 시대…"6월엔 동학소비운동"

•   매경: 중국선 `보복성 소비` 활활…관광 살아나고 부동산 이상 과열

•   매경: 소비유도 총력전 펴는 中…정부가 판 깔고 기업이 판촉

•   매경: 빨간날 없는 6월…임시공휴일 지정해 돈 쓸 시간 줘야

•   매경: 재난지원금 100% 수용에…홍남기, 부채 증가율 최대

•   매경: [단독] 현대차 부품공급망 베트남·캄보디아로 확대 검토

•   매경: 지자체 감염병 전담조직·SOC `속도` 낸다

•   한경(P1): '석달 휴업' 전시·박람회 재개…"한국 놀랍다" 해외서도 관심

•   한경: 내 지역에선 얼마 주나?…'코로나지원금' 5대 궁금증

•   한경: 철광석값 오르고 수요는 줄고…철강업계 '이중고'

•   한경(P1): [단독] 위기의 대한항공, '황금알'들 마저 매각하나

•   한경(P1): 美진출 한국기업, 한마디로 '고립무원'

•   한경: 中 진출 기업도 '엄동설한'…10곳 중 9곳 "체감경기 최악"

•   한경(P1): 무소불위 건설노조의 '채용 횡포'…정부도 건설사도 두 손 다 들었다

•   한경: "우리 조합원 뽑아라"·"아니 우리를 써라"…건설현장 곳곳서 집단 패싸움

•   한경: 불법 점거·채용 강요 해마다 반복되는데…뾰족한 대책 못세우는 정부

•   한경(P1): 코로나 지원금 100만원 받지만…빚은 920만원 는다

•   한경: 512조 슈퍼예산으로 복지 '펑펑'…정작 코로나 대응에 쓸 돈 모자라

•   한경: 여전채 시장, 한숨 돌렸지만 '온도차'는 여전

•   한경: 산은·수은, 수조원대 증자 추진

•   한경: 삼성 '시스템반도체 비전 2030'…묵직한 성과에도 묵묵한 1주년

•   한경: 한화큐셀, 美 주택·산업용 태양광 모두 1위

•   한경: 서울 2분기 분양 본격화…청약열기 이어갈까

•   한경: 1시간에 60명씩 관람…식지 않은 청약 열기

•   한경: 코로나에 돈 궁해진 지자체들 "지방채 더 찍게 해달라"

•   서경: '반도체 굴기의 핵' 화웨이는 정말 GPU 시장에 뛰어들까

•   서경: 韓 빈틈 노리는 中 디스플레이

•   서경: 수출입 中企 절반 "석달내 운전자금 바닥날 판"

•   서경(P1): 준비 안된 재난지원금에 지자체 몸살

•   서경(P1): 2조 규모 석유수입·판매부과금 완화한다

•   서경: 불황의 그림자···20년전 가격으로 돌아간 설렁탕

•   서경: 40조 기간산업안정기금 채권 의결

•   서경: [구조조정 수술대 오를 곳은]코로나 前부터 부실한 기업, 오너 고통분담해야 지원

•   서경: "세계의 공장은 없다"···기업 U턴 이끌어 실업대란 막아야

•   서경: 글로벌 교역 급감 불가피···방역모범국 타이틀, 투자유치에 활용을

•   서경: [단독] 與 경제공부 모임 경국지모, 싱크탱크로 부상하나

•   서경: [세종 돋보기]'코로나 적극행정' 강조하지만...여전히 불안한 공무원

•   서경: '中 반도체 굴기' 기세 꺾는 삼성전자

•   조선: 기재부, 9조→14조 추경안 국회 보고… 與野 이달 중 심사할 듯

•   조선: 은마 5억, 잠실5단지 4억… 금융위기 때만큼 떨어졌다

•   조선(P1): 낮엔 태권도 관장, 밤엔 택배 알바… 오늘도 버틴다

•   조선(P1): 靑 "자금지원 기업의 주식 취득 검토"

•   조선(P1): [NEWS&VIEW] 보름째 說說說… 김정은 미스터리

•   조선(P1): 정부 "주한미군 韓근로자에 임금 先지급" 美에 통보

•   조선: 안심하긴 이른데… 한강선 치맥파티, 공원마다 북적

•   조선: 주말 고속도로 이용 작년 90% 수준… 국내 항공편 운항 70% 재개

•   조선: 뿌리산업, 지원 못받고 말라가… "지금은 휴업, 코로나 끝날쯤 폐업"

•   조선: "북미·유럽 수요 위축… 2분기 생산량 확 줄것"

•   조선: 두산重에 5000억 또 지원

•   조선: 고위험·고수익 투자의 업보, 제2금융권發 위기가 온다

•   조선: 전문가들 "한국도 안심 못해, 뇌관은 부동산"

•   조선: 5G폰이 17만원? 중국, 중저가 앞세워 주도권 잡는다

•   조선비즈: "황금연휴 특수? 우리에겐 먼 얘기"… 여전히 암울한 여행사들

•   조선비즈: 철옹성같던 부동산 불패 신화… "이제는 ‘아파트만 불패’로 불러라"

•   조선비즈: 일본 코로나19 확진자 200명대로 축소… 실제 환자 10배 분석도 나와

•   조선비즈: "G20 2분기 경제성장률 '역대 최저' -11% 전망"

•   중앙(P1): 거리두기 열흘만 더, 909→0명 가능합니다

•   중앙(P1): [단독] 김연철 "김정은 군 완전통제…특이동향 없다고 자신"

•   중앙: “집콕 고생했어” 보상소비…리빙 30% 스포츠복 10% 매출 늘어

•   중앙: 완치 뒤 또 양성판정 263명, 2차 전파 사례는 아직 확인 안돼

•   중앙: 중국 128단 낸드 양산 ‘반·디의 제왕’ 추격전…한국 턱밑 따라붙었다

•   동아(P1): 38노스 “김정은 전용 추정 열차 21일부터 원산역 정차중”

•   동아(P1): 세계車업계 실적 쇼크… 연쇄 고용대란 비상등

•   동아(P1): 靑 “경제위기 극복의 전제조건은 고용 유지”

•   동아(P1): 여야 ‘27일부터 재난지원금 추경안 심사’ 합의

•   동아: 미사일 현장 지도도 한달 넘게 중단

•   동아: 문정인 “김정은 건재… 13일부터 원산 체류 중”

•   동아: 中의료진 50명 방북설… “코로나 대응” “김정은 진료 조언” 엇갈려

•   동아: 코로나19, 예상보다 훨씬 독하고 끈질겨… 전문가 “재유행 가능성 높다” 잇단 경고

•   동아: 공장서 만든 모듈 조립… 음압병동 3주만에 ‘뚝딱’

•   문화(P1): 정책실패에 코로나 겹쳐… 공기업들, 정부 배당금도 못냈다

•   문화: 친노동·탈원전·코로나 ‘3중 악재’… 공기업이 흔들린다

•   문화: “코로나 지원금 포기로는 부족… 결국 추가 기부하게 될 것”

•   문화: SK하이닉스, 반도체 다각화… 비메모리 키운다

•   한국(P1): [단독] 김정은 ‘코로나 파천’… 석달째 평양 떠나 지낸다

•   한국(P1): [단독] 정세균 총리 “등교 개학, 5월 중 가능할 것”

•   한겨레(P1): 자영업자 56.1% “경기도 재난소득 쓰면서 매출 늘어”

•   머니투데이(P1): "돈 없어 회생도 포기했다"…'코로나 불황'에 파산 행렬

•   머니투데이: [르포]"내내 집콕하다 드디어 해방"…두달만에 활기찾은 명동

•   머니투데이: 재난지원금, 성장률 얼마나 높일까...고소득층 '추가소비' 관건

•   머니투데이: 지원법도 시행됐는데…비틀대는 '○○형 일자리'

•   머니투데이: 기업 3곳 중 2곳은 '서프라이즈'…코로나에도 선방한 1분기

•   머니투데이: ‘폭락장세' 개미들은 고통…대주주는 ‘주식증여' 타이밍

•   헤럴드경제(P1): “내집 마련, 연말연초를 노려라”

•   헤럴드경제(P1): 하루 7조 거래 ‘ETF 광풍’…‘동학개미’ 삼성전자의 4배

•   헤럴드경제: 수출 이어 내수도 절벽…‘경제 버팀목’ 제조업이 무너진다

•   헤럴드경제: 실효성 한계…고용유지금, 제도보완 시급

•   헤럴드경제: 경쟁력 회복·청년채용 가로막는 정부 ‘고용유지 집착’

•   헤럴드경제: 풀린 돈 모두 증시로?…GDP 2배 몰렸다

•   헤럴드경제: 산은, 보유기업 주식 잇단 매각 왜?

•   헤럴드경제: 비운의 야심작 갤S20…‘코로나19’ 직격탄!

•   헤럴드경제: 큰 위기 때마다 V자·W자 반등…코로나에도 통할까

•   파이낸셜뉴스(P1): 車·철강도 실적쇼크..기아차 순익 반토막

•   파이낸셜뉴스: "비대면·5G·모빌리티… 코로나 이후에도 꾸준히 성장할 것"

•   파이낸셜뉴스(P1): 청년에 더 매서운 고용한파..20대 '취포자' 3만명 증가

•   파이낸셜뉴스: "코로나發 금융위기급 불황 온다..주택시장 ‘U자형’ 침체 부를 것" [부동산시장 전망]

•   파이낸셜뉴스: "실물경제 위축에 규제까지 안풀면… 서울집값 2~3년간 하락" [부동산시장 전망]

•   파이낸셜뉴스: 고용유지금 신청 안한 수출기업 "일거리 없는데 직원 어떻게 쓰나" [기업이 쓰러진다]

•   파이낸셜뉴스: 돈 쓸 사람이 없다… 백화점·할인점까지 번진 매출 급감 [기업이 쓰러진다]

•   파이낸셜뉴스: 항공·조선 등 주력산업 위기 ‘나비효과’…도소매·식당 등 ‘도미노 실업대란’ [출구 없는 청년실업]

•   파이낸셜뉴스: 비정규직·재탕 대책 비난에도… 정부, 일자리 55만개에 사활 [출구 없는 청년실업]

•   파이낸셜뉴스: 회사채 신속인수제 내달 가동… 비우량 시장 안정될까

•   파이낸셜뉴스: 유가급락에 웃는 한전, 3년만에 대규모 흑자 전환 예고

•   파이낸셜뉴스: 소니의 부활… "OLED 영토 넓어진다" LG전자의 여유

•   아시아경제(P1): [단독]文정부, 비정규직 역대 최대…'정규직 보호의 역설'

•   디지털타임스(P1): 11년전 日처럼… 불안한 재난지원금 효과

•   이데일리: [현장에서]두산, 금호아시아나그룹 전철 안 밟으려면

•   이데일리(P1): 코로나19 충격 '무급휴직 신속지원' 27일 시행…1인당 최대 150만원 지원

•   이데일리: 빚 석달새 2.8兆 늘었는데…재무제표 411장 어디에도 설명이 없다

•   이데일리: 경기위축땐 유동비율 대신 당좌비율을 체크하라

•   이데일리: 코로나로 바뀐 소비문화…재고 손실 가능성 눈여겨봐야

•   이데일리: 유가급락에 발전 에너지 전환, '석탄 줄이고 가스 늘린다

•   연합인포맥스: 포스코 CFO "자사주 매입 5월초 시작…두산솔루스 관심없어"

•   이투데이: [테크리더십] 두산, 미래기술 기반 신사업 발굴 추진

•   더벨: 두산중공업을 살려야 할 또 다른 이유…'가스터빈'

•   머니S: ‘10조 동박시장’ 후광 두산솔루스, 누가 인수할까?

•   일요신문: 두산이 단물 빼먹고 먹튀? 중앙대 매각설 안팎

•   reNews: Vestas scores 67MW double in Vietnam

•   Equipment Journal: Compact equipment makes a big impact

•   For Construction Pros: During the COVID-19 Crisis, a New Type of Business Borrower Emerges – Is it a Trend?

•   건설경제: 저유가 장기화 조짐에, 에너지 업계도 암울

•   건설경제: 주택업계 新사업 ‘선택과 집중’ 가속화

•   건설경제: 우미건설, 두산건설, 한진중공업 컨소… 청주 사모1구역 재개발 수주

•   OilPrice.com: Oil Giant Shutters North Dakota Crude Production

•   OilPrice.com: Have Investors Been Misled By The Oil Price Crash?

•   OilPrice.com: Russia Cuts European Sea Ports Oil Exports To 20-Year-Low

•   MINING.com: New China EV incentives fresh boost for cobalt, lithium price

•   CNET: Galaxy Fold 2 rumors: Huge glass screen, stylus, August release, but price is up in the air

•   CNET: iPhone SE outclasses all Android phones thanks to Apple's A13 chip

•   CNET: Tesla will need to cut Model 3 prices to qualify for updated Chinese EV incentives

•   CNET: Car sales under coronavirus already recovering, latest data shows

•   전자신문(P1): 벤처캐피털 "코로나 이후, 비대면·스마트 헬스케어·AI 성장 가능성 높다"

•   전자신문(P1): [단독]과기정통부, 포스트코로나 비대면산업·백신개발TF 가동

•   전자신문: 무늬만 '디지털 뉴딜' 안 된다...규제혁파·IT 기반 빅 프로젝트 동반돼야

•   전자신문: [포스트 코로나 시대, 디지털 뉴딜 방향 좌담회]디지털 뉴딜로 IT업계 '기회의 창' 열어야

•   전자신문: 스마트폰 업계, 코로나19 충격 현실화…삼성 부품 발주량 급감

•   전자신문: [뉴스해설]VC투자 블록체인·3D프린팅 시들고 클라우드·헬스케어 부상

•   전자신문: 中 '마이크로LED' 글로벌 특허 급증...기술 주도권 싸움 임박

•   전자신문: 방역작업하는 로봇…침대 아래까지 알아서 척척

•   전자신문: [사이언스온고지신]그린수소생산기술개발 현황

•   전자신문: "그룹 위기 때마다 매물로"…M&A시장서 주목받는 '동박'

•   디지털데일리: 美 마이크론, 차세대 모바일 D램 공급 ‘스타트’…SK하이닉스는 아직

•   Phone Arena: Why do all smartphones look the same?

•   Inside EVs: Consumer Reports Released Annual Issue: It's Electrified

•   Robotics & Automation News: FedEx and Chanje to develop electric vehicle charging infrastructure

•   Robot Report: Pandemic proves utility of a wide range of service robots

•   로봇신문: 언택트 시대, 로봇카페 가보니…아직은 갈 길 멀어

•   로봇신문: 한국로봇산업진흥원, 우수 로봇기업에 최대 10억 저리 대출

•   Nikkei Asian Review: Japanese startups rush to develop service robots for medical use

•   Nikkei Asian Review: Abe to remove biggest obstacle to remote working: seal-stamping

•   Nikkei Asian Review: Renewable energy loses steam as Asian subsidies wane

•   Nikkei Asian Review: Japan to subsidize 100% of salaries at small companies

•   Nikkei Asian Review: South Korean landslide changes Japan and Singapore election math

•   Nikkei Asian Review: Toyota to resume all North America production on May 4

•   Mainichi: Virus-hit APEC region to post 2.7% economic contraction in 2020

•   Kyodo News: 60% of small firms can survive pandemic if ends in a few months: poll

•   Japan Times: Japan’s economic backbone creaks under the weight of COVID-19

•   Economic Times: Farm workers broke, uncertain as rural lockdown eased

•   Livemint: ‘Lockdown 2.0 has reduced virus spread’

•   Livemint: Banks choke NBFC lifeline by parking more funds with RBI

•   Business Standard: NBFCs' foreign lenders face repayment risks as US dollar becomes stronger

•   Business Standard: 31% apparel units to shut down, 2.5 mn jobs at risk due to lockdown: CMAI

•   Folha de S.Paulo: Federal Police Names Carlos Bolsonaro as Organizer of Fake News Criminal Scheme

•   Folha de S.Paulo: Brazil Breaks Record with More than 400 Deaths from Coronavirus in 24 hours; Total Passes 3,000

•   Moscow Times: Four Weeks Into Russia's Economic Quarantine, Confusion Reigns

•   Jakarta Post: Indonesia delays deliberations over labor issues in omnibus bill amid backlash

•   Jakarta Post: Indonesia sets price floor for nickel ore to protect small miners

•   Jakarta Post: COVID-19 has little impact on retail, office rents, but long-term outlook bleak

•   Jakarta Post: PLN estimates revenues to slip 15 percent below target as demand plunges

•   Jakarta Post: Loose social distancing rules point to slow Indonesian recovery

•   Viet Nam News: G-bond yield rates forecast to rise on Government's increased demand for cash

•   Myanmar Times: Myanmar growth to rebound next year if virus is confined quickly: ADB

•   Myanmar Times: Myanmar considers applying for IMF financing to get through COVID-19

[Opinions]

•   Project Syndicate(Larry Hatheway, Alexander Friedman): What the Stock Market Is Really Saying

•   Project Syndicate(Yu Yongding, Kevin P. Gallagher): COVID-19 and the Thucydides Trap

•   Project Syndicate(Robert Malley): The International Order After COVID-19

•   Project Syndicate(Geoff Mulgan): The Game Changer Beyond AI

•   Project Syndicate(Daron Acemoglu): How the Other Half Automates

•   Project Syndicate(Carl Manlan, Henri-Michel Yéré): Will Global Governance Prove Itself?

•   Project Syndicate(Amina Mohamed): Protectionism Is No Cure for Pandemics

•   Project Syndicate(Sylvain Broyer): Europe’s Welcome Pandemic Response

•   FT(Editorial Board): Biden is struggling to win voters’ attention

•   FT(Martin Wolf): How to think about the EU’s rescue fund

•   FT(Gavyn Davies): The deflation threat from the virus will be long lasting

•   FT(Tony Barber): EU efforts to ease economic crisis beset by domestic strains

•   FT(Michael Mackenzie): The costs of fighting this crisis will be with us for years

•   FT(Richard Waters): Wall Street bets on a Big Tech rebound

•   FT(Michael Pettis): China can only grow with more state control not less

•   FT(Robin Harding): Oil is not the only negative price coming to you

•   FT(Tim Harford): How to stop economies falling like Humpty Dumpty

•   FT(Joe Rennison): Coronavirus sell-off puts faith in CLOs to the test

•   FT(Julian Popov): The green road to post-crisis recovery

•   FT(Brook Horowitz): How Asean countries can turn the tide on corruption

•   FT(Lex): Coronavirus treatments: fighting chance

•   WSJ(Holman W. Jenkins, Jr.): The Lockdowns Were the Black Swan

•   WSJ(Kimberley A. Strassel): Congress Creates a Coronavirus Mess

•   WSJ(Peggy Noonan): What Comes After the Coronavirus Storm?

•   WSJ(Andy Kessler): What Shape Will the Rebound Take?

•   WSJ(Leon Aron): The Coronavirus Could Imperil Putin’s Presidency

•   WSJ(Allysia Finley): The Bearer of Good Coronavirus News

•   WSJ(Sam Long, Alexander Synkov): The Fed Punishes Prudence

•   WSJ(T.J. Rodgers): Do Lockdowns Save Many Lives? In Most Places, the Data Say No

•   WSJ(Scott Gottlieb): America Needs to Win the Coronavirus Vaccine Race

•   NYT(Editorial Board): The Coronavirus Stimulus Is Failing to Reach the Right People

•   NYT(Michelle Goldberg): Coronavirus and the Price of Trump’s Delusions

•   NYT(Frank Bruni): Injections of Bleach? Beams of Light? Trump Is Self-Destructing Before Our Eyes

•   NYT(Drew Holden): Why Some Conservatives Protest the Coronavirus Lockdown

•   NYT(Yi-Zheng Lian): China Has a Post-Pandemic Dream for Hong Kong

•   NYT(Shan Soe-Lin, Robert Hecht): To Suppress Covid-19, Test Those With No Symptoms

•   NYT(Aaron E. Carroll): There’s Really Only One Way to Reopen the Economy

•   WP(Dana Milbank): Trump is exhibiting all the symptoms of a hydroxychloroquine overdose

•   WP(Chris Christie): Five actions we need to take to restore the American way of life

•   WP(Jason Rezaian): One thing the virus hasn’t changed: Iran and the U.S. still hate each other

•   WP(Abdullah Alaoudh): Saudi Arabia is responsible for the slow death of the kingdom’s Nelson Mandela

•   WP(Sue Mi Terry): What happens if Kim Jong Un dies? No one knows.

•   Bloomberg(Daniel Moss): Deflation Is the Voldemort of the Coronavirus Era

•   Bloomberg(David Fickling): Coronavirus Has Popped the Boeing and Airbus Bubble

•   Bloomberg(Conor Sen): U.S. Economy May Have Hit the Coronavirus Bottom

•   Bloomberg(Justin Fox): The Coronavirus Isn’t Just the Flu, Bro

•   Bloomberg(Noah Smith): Disease Experts Are Better Than the Covid-19 Contrarians

•   Bloomberg(Mac Margolis): Brazil Deserves Better Than Jair Bolsonaro

•   Bloomberg(Narayana Kocherlakota): The Fed Should Go Negative Next Week

•   Bloomberg(Liam Denning): Those Mnuchin Fracker Loans Look More Like Equity

•   Bloomberg(Marcus Ashworth): What's the Point in Downgrading Italy's Debt?

•   Bloomberg(Julian Lee): Negative Oil Prices Were a Warning, Not an Anomaly

•   Bloomberg(Ferdinando Giugliano): Mass Coronavirus Antibody Tests Have Serious Limits

•   Bloomberg(Jonathan Bernstein): Trump’s Disinfectant Idea Is More Than a Silly Sound Bite

•   Bloomberg(Eli Lake): China and Russia Are Struggling Under Covid-19, Too

•   Bloomberg(Ramesh Ponnuru):America Isn’t Actually Doing So Badly Against Coronavirus

•   Bloomberg(Francis Wilkinson): Republicans Will Use the Coronavirus to Suppress the Vote

•   Bloomberg(Bobby Ghosh): Turkey’s Late Response to Coronavirus Overshadows Ramadan

•   Bloomberg(Stephen L. Carter): Businesses Suing Over Covid-19 Shutdowns May Have a Case

•   Bloomberg(Joe Nocera): The U.S. Isn’t Protecting Enough Blue-Collar Workers

•   Bloomberg(Faye Flam): The Week in Covid-19: A Second Peak Is Coming

•   Bloomberg(Alexis Leondis): Skipping Mortgage Payments Isn’t for Everyone

•   CNBC(Frederick Kempe): How the US can use the Covid-19 crisis to reimagine the energy world, save jobs and stabilize markets

•   CNBC(Michael K. Farr): The contraction isn't over and it may take a long time to get used to it

•   CNBC(Andrew Logan): Big Oil Crisis Caused by Coronavirus may be irreversible

•   CNBC(Deepak Hegde, Luis Cabral): The PPP isn't working. Here's a better idea: Paycheck guarantees

•   CNN(Jeffrey Sachs): First we need to fix this key thing. Then we can reopen

•   CNN(Kent Sepkowitz): Trouble in farm country because of Covid-19

•   MarketWatch(Nigam Arora): Why it’s not so crazy that stocks are rising even though 26 million people are out of work

•   MarketWatch(George Friedman): Russia is the world’s biggest loser from oil’s crash, and that’s reason to worry

•   MarketWatch(James C. Capretta): This conservative economist says President Trump’s plan to reopen the economy fails in crucial ways

•   MarketWatch(Michael Brush): Stock winners and losers in the post-Covid 19 work-from-home world

•   MarketWatch(Therese Poletti): Intel fails to clear the clouds on its forecast

•   MarketWatch(Satyajit Das): Debt, wealth destruction and lower pay will be coronavirus’ legacy