Business Intelligence Monitor 200428

(Introduction)

[Markets]

•   Global: Shares jump on lockdown easing hopes; oil drops further

※   Some U.S. states prepare to relax lockdown

※   Oil tumbles again as storage concerns linger

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 외국인 '사자'에 반등…1,920선 회복

•   Metals: Copper hits six-week high on hopes for demand revival

•   Grains: Active U.S. planting weighs on corn market, wheat hits 1-month low

•   DRAM: 서버·PC시장만 믿었는데...잇단 적신호에 D램 한숨

[Indicators]

•   EU Apr. Electricity consumption EU Power Use Rises for First Time Since Virus Lockdown

•   Framce Mar. Employment: French Unemployment Surges at Record Pace in March

•   China Mar. Industrial profits: China industrial firms' March profits fall 34.9% y/y

•   한국 1분기 M&A: 1분기 M&A 11년만에 최저

•   한국 4월 소비자동향: 꽁꽁 얼어붙은 소비심리…4월에도 7.6P↓, 금융위기 때 수준

•   한국 4월 부동산 매매가격 전망지수: "전국 집값 떨어질 것"...하락전망이 더 많다

•   한국 5월 한국경제연구원 BSI 전망치: 수출전망 40년만에 최악…잔인한 5월

•   Japan Benchmark rates: To Help Businesses Borrow, Bank of Japan Will Pile On the Corporate Bonds

•   Vietnam Apr. FDI: Việt Nam’s FDI hits $12.33 billion in the first 4 months

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: States Move to Ease Lockdowns as Global Cases Top 3 Million

•   WSJ: Trump Administration Has Enough Tests for 2% of State Populations

•   WSJ: Small-Business Loan Program Resumes With Reports of Delays

•   WSJ: Apple Delays Mass Production of 2020 Flagship iPhones

•   WSJ: The Secret Group of Scientists and Billionaires Pushing a Manhattan Project for Covid-19

•   WSJ: The Fed Is Changing What It Means to Be a Central Bank

•   WSJ: Pandemic Triggers a Wave of Distress, Bankruptcy in Corporate America

•   WSJ: Fed Will Broaden Municipal Lending Program Eligibility

•   WSJ: First-Quarter GDP Will Be Bad—With Worse to Come

•   WSJ: Newsletter: Data Going from Bad to Worse

•   WSJ: Boeing CEO Sees Slow Recovery for Global Aviation

•   NYT: How Las Vegas Became Ground Zero for the American Jobs Crisis

•   NYT: In Race for a Coronavirus Vaccine, an Oxford Group Leaps Ahead

•   NYT: It Calls Itself the Energy Capital. Now It Faces 2 ‘Horrifying’ Crises.

•   NYT: New Jersey Governor Offers Timeline to Begin Reopening Within Weeks

•   NYT: CDC Adds New Symptoms to Coronavirus List

•   NYT: Job or Health? Restarting the Economy Threatens to Worsen Economic Inequality

•   NYT: Start-Ups Pursue ‘Free Money’ With Relief Funds, Prompting Backlash

•   NYT: For Ford and GM, the Focus Is Now on Cash Over Cars

•   NYT: GE’s Turnaround Hinges on Aviation Industry Hobbled by Coronavirus

•   WP: Social distancing could last months, White House coronavirus coordinator says

•   WP: U.S. deaths soared in early weeks of pandemic, far exceeding number attributed to covid-19

•   WP: President’s intelligence briefing book repeatedly cited virus threat

•   FT: Fed under pressure to be clearer on coronavirus outlook

•   FT: US and Chinese researchers team up for hunt into Covid origins

•   FT: India’s central bank offers mutual funds $6.6bn liquidity line

•   FT: Singapore struggles to slash coronavirus infections

•   FT: Iran’s borders reopen as government seeks to revive regional trade

•   FT: The balancing act of reopening shuttered economies

•   FT: How Kim’s sister could be next in line to rule North Korea

•   FT: Credit risk inside the hall of mirrors

•   FT: Smallest UK companies given access to 100% state-backed loans

•   FT: Coronavirus rescue fund not reaching front line, say care homes

•   FT: Business leaders call for clarity over ending lockdown

•   FT: Sunak plans ‘gradual’ wind-down of job support scheme

•   FT: Boris Johnson tells EU to shift Brexit stance

•   FT: Britain and the EU revisit familiar misunderstandings on Brexit

•   FT: Nations struggle to measure inflation as virus disrupts shopping

•   FT: China construction projects resume in sign of economic reopening

•   FT: Boris Johnson warns against lifting coronavirus lockdown too soon 

•   FT: Coronavirus deepens frustrations of young in Middle East

•   FT: Disney and the unequal reality of coronavirus America

•   FT: Asia’s emerging markets brace for economic fallout of coronavirus

•   FT: Coronavirus set to push 29m Latin Americans into poverty

•   Bloomberg: Global $6 Trillion Slump May Be Optimistic, Economists Warn

•   Bloomberg: Vaccine Could Potentially Be Available Later This Year, Coalition Says

•   Bloomberg: How North Korea Picks a Leader and Who Might Be Next

•   Bloomberg: In Global Electricity Slump, Coal Is the Big Loser

•   Bloomberg: Infrastructure Isn’t Always Greener on the Other Side

•   Bloomberg: German Blue Chips Seek Green Lift as Minister Urges Patience

•   Bloomberg: AMLO Warns Mexican Central Bank Over Business Lending Program

•   Bloomberg: Carmen Reinhart Says Argentina’s Debt Workout Won’t Be Its Last

•   Bloomberg: Recovery Tracker Dials Up Faster Data to Gauge Depth of Downturn

•   Bloomberg: India Central Bank Chief Calls for Fiscal Support to Economy

•   Bloomberg: France Reports the Most New Coronavirus Cases Since April 18

•   Bloomberg: Italy Has Lowest Number of New Virus Infections in Seven Weeks

•   Bloomberg: Spain Reports Slight Increase in Virus Deaths as Easing Starts

•   Bloomberg: Bolsonaro Seen Tapping Ally to Head Justice Ministry Amid Crisis

•   Bloomberg: Turkey Seeks to Restart Economy With Domestic Flights in May

•   Bloomberg: India’s Modi Says Need to Focus on Economy While Fighting Virus

•   Bloomberg: India Considers Proposal to Guarantee $39 Billion of Small-Business Loans

•   Reuters: U.S. proposes new restrictions on certain exports to China -- filing

•   CNN: What happens when your employer cuts your pay?

•   CNN: Savers aren't getting bailed out by the Fed

•   CNN: Airbus is furloughing 6,000 staff in Europe and 'bleeding cash'

•   CNN: Great Depression comparisons are depressing but this time is different

•   CNN: Premarket stocks: Central banks aren't done rescuing markets

•   CNN: Germany: VW Wolfsburg plant reopens after coronavirus shutdown

•   CNBC: Why the coronavirus crisis may prompt central bankers to scrap inflation targeting

•   CNBC: Trump’s coronavirus leadership has been ‘awful’ for the US and the world, US entrepreneur says

•   CNBC: The Fed won't move on rates, but here are some other things it could do

•   CNBC: WHO warns about coronavirus antibody tests as some nations consider issuing 'immunity passports' to recovered patients

•   CNBC: WHO says US faces ‘difficult situation’ as the coronavirus epidemic differs by state

•   CNBC: Work to install a tidal turbine in waters off China has been completed

•   CNBC: Pelosi says universal basic income could be ‘worthy of attention now’ as coronavirus stifles economy

•   CNBC: Japan, Singapore worst-hit Asian economies by coronavirus: Moody's Analytics

•   CNBC: China Standards 2035: Behind Beijing's plan to shape future technology

•   MarketWatch: ‘Bond King’ warns the stock market could hit new lows amid ‘social unease’

•   MarketWatch: Trump suggests U.S. shouldn’t bail out Democratic-run states

•   Fox Business: Tesla to reveal coronavirus impact as US factory gears up for reopening

•   KVRR: Union Leader For Bobcat Calling For Shutdown After 2nd Employee Says They Have COVID-19

•   SCMP: Virus uncertainty squashes hopes of ‘revenge shopping’ as Chinese save more

•   SCMP: China to keep monetary policy ‘normal as long as possible’ despite virus

•   SCMP: Is Covid-19 a turning point for China’s role in the global economy?

•   Global Times: Beijing opens up tourism for May 1 holiday but still restricts outbound travel

•   매경(P1): 명동 폐점 쓰나미…3곳중 1곳 문닫아

•   매경: 무너지는 한류성지…명동, 매출 90% 급락 `재난지역` 방불

•   매경(P1): 에쓰오일 1분기 1조 영업적자

•   매경(P1): 여야, 긴급재난지원금 추경 29일 처리 합의

•   매경: 코로나 재난지원금 신청…석달내 안하면 기부처리

•   매경: `한방`에 중독된 개미들, 원유ETN서 하루 1544억 손실

•   매경: 감염자 진단서 치료·간병까지…`아바타 닥터로봇` 나온다

•   매경: 바이러스 경보기·생필품 배송로봇…"기초기술은 이미 확보"

•   매경: 두산엔 자구안 전제 자금지원…대한항공은 위기극복후 이익공유

•   매경: "두산인프라·솔루스·밥캣 지분 매각 자구안에 포함"

•   매경: 기업 유동성 위기 막겠다며…정부 예산은 겨우 14%

•   매경: 근로장려금 3.8조원 한달 먼저 푼다

•   매경: 현대車 노조 "품질 책임질테니 고용 보장을"

•   매경: 상장사 절반이 `깜짝실적`…코로나 위기속 반도체·언택트 선방

•   매경: 종부세 누진세율 인상…올해는 적용 안될 듯

•   한경(P1): 문재인 대통령 "코로나 위기…남북 협력 새로운 기회"

•   한경: 몰려오는 '언택트 왕개미'…'억' 소리나게 증시 반등 이끈다

•   한경: '빠른 배송'에 더 힘주는 쿠팡·이베이…물류 인프라 공격투자

•   한경: 기대 커지는 韓銀의 역할…"기간산업·국채·회사채에 50兆 쏜다"

•   한경: "국채 안 팔릴라"…기재부, 국고채 전문 딜러의 인수 의무 강화

•   한경: 조선업계 CEO "최악의 수주절벽…중장기 대책 시급"

•   한경: "車부품사 절반, 정부 지원 못받아…보완책 절실"

•   한경: 문 정부, 노동계 요구에 '청' 설립 만지작…역대 최대 정부 되나

•   한경: 12월에 팔고 1월에 되사는 개인들 왜?

•   한경: 한국서부발전, 구미에 수소연료·LNG 발전소

•   서경(P1): 양대노총 "삼성노조 잡자"

•   서경(P1): 코로나 피해 채무자, 원금 상환 1년 유예

•   서경(P1): 기업 99% "환경 규제만 말고 에코경영 지원정책 병행해야"

•   서경: 유압기기·지게차 등 '알짜' 매각 가능성...증자로 유동성 확보

•   서경: ① 시간에 쫓겨 졸속 세출조정...'고무줄' 예산안 우려

•   서경: [단독]20조 저신용 회사채매입기구 내달 가동

•   서경: "태양광, 中공세 넘어서려면 인증 간소화·금융지원 필요"

•   조선(P1): 지역상품권 204종, 벌써 1.7조 풀렸다

•   조선(P1): 韓美 정찰기 6대, 같은날 이례적 출격

•   조선: "北 이상 없다"던 韓美, 감청기 3대 동시 띄워

•   조선: 김정은 괜찮나, 이번엔 승마설에 제트스키까지

•   조선(P1): 홍남기 "경험 못한 경기침체 우려"

•   조선: 8만5000원에 사서 9만원 현금화… '지역상품권 재테크 비법' 돌아

•   조선: 동네가게 돕자고 만들었는데… 고급 레스토랑이 북적

•   조선: 재난지원금 카드도 사용법 제각각… 소비자도 상인도 헷갈려

•   조선비즈: [코로나 100일] 사람들 돈쓰기 시작하자, 원인불명 감염 증가…아직 코로나 안 끝났다

•   조선비즈: 중국 5G 시장에서 희비 엇갈린 통신장비 회사 에릭슨·노키아, 이유는?

•   동아(P1): “코로나로 한국시장 보는 눈 달라져… 문제는 규제”

•   동아: 성과내도 보상 없고 정치권 눈치만… “기회 되면 민간 이직” 60%

•   문화(P1): 北최고위급 인사들도 김정은과 함께 15일 이후 오리무중

•   문화: 모습 감춘 北 수뇌부… 비상사태 대비? 코로나 방역 차원?

•   문화: 경제수장마저 떨게하는 코로나發 실물경제지표 ‘적신호’

•   문화: <‘코로나19’ 팬데믹>약발 받는 거리두기… 코로나 전파지수 ‘1’ 아래로 떨어졌다

•   한국(P1): [단독] “김정은 ‘3명 이상 모이지 말라’ 코로나 대책 지시 뒤 원산 갔다”

•   국민(P1): 본 적 없는 위기…‘K방역’ 넘는 ‘K경제’ 필요

•   머니투데이(P1): 동해북부선 내년 착공.."부산에서 두만강까지 연결"

•   머니투데이: 경제부총리 만난 재계 "135조+α 금융지원 신속히 해달라"

•   머니투데이: 한미 통화스와프 자금 공급 한 달…숨통 트인 외환시장

•   머니투데이: 재난지원금 국채발행하면 국가채무비율 얼마나 오를까

•   헤럴드경제(P1): 570만 일자리 흔들…‘사회 대타협’ 절실

•   헤럴드경제: “中企도 기간산업도 아니라”…지원 사각지대 놓인 중견기업

•   헤럴드경제: “21대 국회 ‘고용안전망’부터 구축을”

•   파이낸셜뉴스(P1): 포스트 코로나… 산업계 판이 바뀐다 [코로나19 대진단]

•   파이낸셜뉴스(P1): 집값 잡혔나… 전세가율 하락세 멈췄다

•   파이낸셜뉴스: LG화학, 배터리 사업 상승 가도… 실적 개선 기대감↑ [포춘클럽 라운지]

•   파이낸셜뉴스: 파운드리 초미세공정 주도권 잡아라..삼성-TSMC, 기술 개발·투자 속도

•   파이낸셜뉴스: "부동산 거래 20% 줄면 年소비 3조원 급감할 것"

※   건설산업연구원: 코로나19 사태의 건설경기 파급효과 및 대응방안

•   아시아경제(P1): 국회벽 넘어야 '한국판 뉴딜'

•   아시아경제(P1): 코로나 쇼크 반영도 안됐는데…실적 빨간불 켜진 4대 금융지주

•   아시아경제(P1): [보통사람 보고서]月 486만원 벌어 절반 썼다…팍팍한 살림에 소비 찔끔 늘려

•   아시아경제: [보통사람 보고서]최악의 불경기, 팍팍한 살림살이에 투잡족 늘었다

•   아시아경제: [보통사람 보고서]7억짜리 아파트 샀더니…3년 간 대출금 만큼 올랐다

•   디지털타임스(P1): 펜트업 VS 업스윙… 엇갈린 경기전망

•   이데일리(P1): [절세發급급매]“7억 덜 받아도 팔자”...절세용 초급매 속출

•   이데일리: 반도체 `톱3` 삼성·인텔·TSMC…`코로나19` 1분기 왕중왕?

•   뉴시스: 10개 환경단체 "두산중공업 대출 연장 우려" 서한 보내

•   뉴스토마토: '기술 탈취' 두산인프라코어 잡은 공정위 사무관, 대한민국 공무원상 영예

•   더벨: A급 발행 '기지개'…달라진 시장분위기에 P-CBO 외면

•   비즈니스포스트: 푸르덴셜생명 놓친 한앤컴퍼니, 두산솔루스 놓고 대기업과 경쟁할까

•   Renewables Now: US renewables provide more electricity than coal in January-February

•   Windpower Monthly: Europe's green deal on hold while 'the worst turbines are on the best sites'

•   KHL: UK construction reboots despite lockdown extension

•   For Construction Pros: Hyundia launches new Stage V-compliant crawler excavator

•   건설경제: 세계 5대 원전해체산업 울산 클러스터 조성 본격화

•   OilPrice.com: $10 Oil Forces U.S. Drilling Giant To File For Bankruptcy

•   OilPrice.com: Oil Majors May Be Forced To Cut Crude Output In Nigeria

•   Verge: Vivo overtakes Samsung in Indian smartphone sales

•   전자신문: 월성원전 '맥스터 증설' 급한데…시민단체 발목

•   Robotics & Automation News: Nuro puts its delivery robot into action against coronavirus

•   Nikkei Asian Review: Japanese drugmaker to create coronavirus vaccine using insects

•   Nikkei Asian Review: Faster coronavirus test submitted for approval in Japan

•   Nikkei Asian Review: Japan approval for remdesivir expected 'soon,' Abe says

•   Nikkei Asian Review: Vietnam leadership race starts with a coronavirus victory lap

•   Japan Times: Japan's regional economies face 'extremely severe situation,' Finance Ministry warns

•   Economic Times: Contagion risks build in India’s credit market after fund freeze

•   Livemint: Government may miss FY21 fiscal deficit target, says Shaktikanta Das

•   Hindustan Times: Covid-19: Aggressive push for Make in India to bolster domestic manufacturing post-lockdown

•   Folha de S.Paulo: Covid-19 Deaths Accelerate More among People under 60

•   Moscow Times: Putin’s Business Tsar Attacks Economic Lockdown

•   Moscow Times: Russia Starts Drawing Up Lockdown Exit Plans

•   Jakarta Post: Indonesian bourse lowers expectations, pins hope on domestic investors amid volatility

•   Jakarta Post: Indonesia could enter recession as virus response remains fractured, unclear: Economists

•   Jakarta Post: Indonesia to maintain debt sustainability despite COVID-19 relief spending: ADB

•   Viet Nam News: Việt Nam likely to benefit from low oil prices if economy restarts quickly

•   Myanmar Times: Myanmar under pressure to scale up COVID-19 stimulus measures

[Opinions]

•   Project Syndicate(Tom Perriello, Sarita Gupta): Essential Protections for Essential Workers

•   Project Syndicate(Nina L. Khrushcheva): The Fog of COVID-19 War Propaganda

•   Project Syndicate(Stephen S. Roach): The End of the US-China Relationship

•   Project Syndicate(Mariana Mazzucato, Els Torreele): How to Develop a COVID-19 Vaccine for All

•   Project Syndicate(Gernot Wagner): The Leadership Failure That Will Cost Us Everything

•   Project Syndicate(김명희): How South Korea Stopped COVID-19 Early

•   FT(Editorial Board): Deflation is a bigger fear than hyperinflation

•   FT(Editorial Board): Russia’s economic woes will clip Putin’s wings

•   FT(Gideon Rachman): The pandemic could bring a global ceasefire

•   FT(Andrew Hill): Wartime CEOs are not the ideal leaders in this crisis

•   FT(Didier Saint-Georges): Post-corona growth should be more robust but less optimal

•   FT(Natasha White): Regulators must now look at commodity trading 

•   FT(Lex): Oil: troubled futures

•   NYT(David Rubin, Paul A. Offit): We Know Crowding Affects the Spread of the Coronavirus. It May Affect the Death Rate.

•   WP(Editorial Board): The MBS paradox is on full display

•   WP(Joe Scarborough): The cost of Trump’s deadly state of denial

•   WP(King Abdullah II): It’s time to return to globalization. But this time let’s do it right.

•   WP(Andrea Ganna, Benjamin Neale, Mark Daly): Covid-19 quickly kills some while others don’t show symptoms. Can genetics explain this?

•   Bloomberg(Mohamed A. El-Erian): How Will the Fed Deal With Its Latest Dilemma?

•   Bloomberg(Noah Smith): Stock Markets That Never Fall Are Up to No Good

•   Bloomberg(Brian Chappatta): Fed Would Be Foolish to Take Rates Below Zero

•   Bloomberg(Brian Chappatta): Huge Bond Auctions, Record-Low Yields, Can’t Lose

•   Bloomberg(John Authers): A Lot Has Changed Since the Day the World Changed

•   Bloomberg(Robert Burgess): The U.S. Doesn’t Have Nearly Enough Debt

•   Bloomberg(Anjani Trivedi): China's Scary Bank Bailouts Rely on State-Owned Shareholders

•   Bloomberg(Jonathan Bernstein): Who Deserves a Relief Check? It Doesn't Matter.

•   Bloomberg(Esfandyar Batmanghelidj): Iran Can No Longer Rely On Trade With China

•   Bloomberg(Peter R. Orszag): The Pandemic Will Make Big Companies More Dominant Than Ever

•   Bloomberg(Jessica Fanzo): Covid-19 Threatens to Starve Africa

•   Bloomberg(Chris Bryant): Is Germany About to Undo All of Its Good Pandemic Work?

•   Bloomberg(Tae Kim): Apple's New IPhones Face a Double Whammy of Trouble

•   MarketWatch(Pierre Briançon): Why lockdown easing can’t bring a quick economic boost

•   MarketWatch(Peter Morici): Trump delivered on coronavirus, getting the Fed and Congress to act decisively

•   MarketWatch(Francis X. Suarez, Bibi Hidalgo, Aaron Klein): Stimulus checks need to arrive faster so Americans can get all the coronavirus money Washington has promised

•   MarketWatch(Iwan Barankay, Peter Cappelli): These policy options could help businesses avoid layoffs more effectively than those cumbersome SBA loans

•   파이낸셜뉴스(강구귀): 탈원전 정책 폐기해야 두산重 살린다

•   한겨레(곽태선): ‘두산 1조원’ 미래 위한 공적지원 맞나