Business Intelligence Monitor 200429

(Introduction)

[Markets]

•   Global: Stocks rise despite mixed earnings while investors weigh easing of lockdowns

※   Petrocurrencies whipsawed with oil prices

※   Macro 백업표

※   Industry 백업표

•   UK: Investors turn bearish on the pound

•   한국: 코스피, 이틀째 올라 1,930선 회복…외국인은 다시 '팔자'

•   한국: 두산 자구안 의지에 두산그룹株 '꿈틀'... 주가 우상향 이어질까

•   Metals: Copper steady, focus on stagnating growth and demand

•   Grains: Choppy markets settle lower as demand destruction persists

[Indicators]

•   US Feb. Case–Shiller Home price index: U.S. Home-Price Growth Accelerated, Then Housing Market’s Momentum Slowed With Coronavirus

•   US Mar. Goods Trade Balance: U.S. Merchandise Trade Slumps to Lowest in Almost Three Years

•   US Apr. Consumer confidence index: Coronavirus Prompts Record Souring of Consumers’ Outlook—and Hope Pain Will Be Short-Lived

•   Germany Apr. ifo Employment barometer: German employment survey plummets to historic low as coronavirus crisis hits

•   한국 2월 인구동향: 출생＜사망… 사상 첫 4개월 연속 인구 감소

•   한국 3월 사업체노동력: 고용 쇼크…3월 근로자 22.5만명 감소

•   한국 3월 회사채 발행: 3월 일반 회사채 발행 전달보다 60% 급감

•   한국 3월 카드 사용액: 카드마저 안긁네

•   한국 3월 유통업체 매출: 코로나가 빼앗은 봄…안 입고, 안 썼다

•   한국 3월 무역지수 및 교역조건: 수출 물량 두달째 늘었지만 교역조건 28개월 연속 악화

•   한국 4월 BSI: 코로나19 충격에 4월 기업심리지수 3p 내린 51…금융위기때 수준

•   Vietnam Q1 Employment: Q1 unemployment rate highest over the past five year due to COVID-19: GSO

•   Myanmar Benchmark rates: Central Bank cuts interest rates again

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Detroit Car Makers Target May 18 U.S. Restart Date

•   WSJ: U.S. Coronavirus Cases Top One Million as Some Lockdowns Ease

•   WSJ: Even for Companies With Business From Coronavirus, the Picture Is Mixed at Best

•   WSJ: Ford Reports Nearly $2 Billion Loss for Quarter

•   WSJ: Google Revenues Climb, But Company Warns of ‘Tale of Two Quarters’

•   WSJ: Coronavirus Relief Often Pays Workers More Than Work

•   WSJ: Globalization Is Down but Not Out Yet

•   WSJ: Mnuchin Says Big Companies Should Apologize for Taking Small Business Loans

•   WSJ: Coronavirus Clouds Outlook for Fed Conference in Jackson Hole This Year

•   WSJ: Newsletter: Incentives, the Fed and Oil

•   WSJ: Fed to Extend Loans to More Cities, Counties

•   WSJ: Race for Coronavirus Vaccine Accelerates as Pfizer Says U.S. Testing to Begin Next Week

•   WSJ: Manufacturers Hit a Wall as Coronavirus Saps Demand

•   WSJ: Caterpillar Records Smaller First-Quarter Profit

※   Caterpillar: FIRST QUARTER 2020 RESULTS

•   WSJ: How CEOs See Today’s Coronavirus World

•   WSJ: Companies Are Suspending Dividends at Fastest Pace in Years

•   WSJ: Trump to Take Executive Action to Keep Meat-Processing Plants Open

•   NYT: Five Ways to Follow the Coronavirus Outbreak for Any Metro Area in the U.S.

•   NYT: Trump’s Response to Virus Reflects a Long Disregard for Science

•   NYT: Can the Trump Campaign Rewrite the Story of the Trump Presidency?

•   NYT: Ohio’s G.O.P. Governor Splits From Trump, and Rises in Popularity

•   NYT: Investors Bet Giant Companies Will Dominate After Crisis

•   NYT: Businesses Seek Sweeping Shield From Pandemic Liability Before They Reopen

•   NYT: China’s Factories Are Back. Its Consumers Aren’t.

•   NYT: Bankers Rebuke S.B.A. as Loan System Crashes in Flood of Applications

•   NYT: Texas Oil Port Hit by One-Two Punch: Falling Demand and Overproduction

•   WP: $500 billion bailout plan for large companies has no requirements to preserve jobs or limit executive pay

•   FT: Warren, Ocasio-Cortez propose M&A ban during crisis

•   FT: Brazil’s supreme court authorises investigation into Bolsonaro

•   FT: Pandemic forces Brazil’s ‘Chicago boys’ to revise reform plans

•   FT: France and Spain to ease coronavirus lockdowns

•   FT: How Kim Jong Un keeps west’s spies in the dark

•   FT: Low Covid-19 death toll raises hopes Africa may be spared worst

•   FT: Mexico and EU finalise new free-trade agreement

•   FT: Putin extends Russia’s lockdown and warns worst to come

•   FT: EU grants banks capital relief to fund €450bn lending boost

•   FT: Covid-19 has silver linings for Argentina’s president

•   FT: Five things to watch at the Fed meeting this week

•   FT: Quality and growth ride the waves

•   FT: Keir Starmer to urge government to outline lockdown exit plan

•   FT: Bankers were left in dark on size of Sunak loan plan

•   FT: State support will offset just quarter of UK economic hit, says think-tank

•   FT: Doubts hang over Boris Johnson’s virus transparency pledge

•   FT: Coronavirus deaths more than twice hospital toll, data indicate

•   FT: Trade finance hit as goods stack up

•   FT: Markets point to deflation risks for US economy

•   FT: Inflation figures are about to get fuzzier

•   FT: Assassinations in southern Syria expose limits of Assad’s control

•   FT: Tanker rates boom as refiners turn to floating storage

•   FT: UK North Sea fields fear loss of 30,000 jobs

•   FT: Over 30m workers in Europe turn to state for wage support

•   Guardian: Britain breaks record for coal-free power generation

•   Bloomberg: China’s $600 Billion Bet to Revive Growth With Infrastructure

•   Bloomberg: How China Is Attempting to Prevent a Second Wave of Infections

•   Bloomberg: IMF Approves $3.4 Billion in Emergency Funding for Nigeria

•   Bloomberg: Note to Powell: Four Big Questions From Bond Markets This Week

•   Bloomberg: Greenspan Sees Rebound After ‘Pretty Awful’ U.S. Second Quarter

•   Bloomberg: Gig Workers Get Help as Fiscal Stimulus Catches Up With Times

•   Bloomberg: Fed Has Big Decision to Make About Giving More Guidance on Rates

•   Bloomberg: Record-Long U.S. Expansion to See Its End in First-Quarter GDP

•   Bloomberg: UAE News: Moody’s Says Dubai at Most Risk From Coronavirus

•   Bloomberg: Fed’s Power to Buoy Corporate Debt Market Curbed by Bailout Law

•   Reuters: Trump says China could have stopped coronavirus, Beijing decries shifting of blame

•   Reuters: Hungary to ease lockdown restrictions, Magyar Nemzet says

•   Reuters: Putin extends Russia's lockdown for two weeks, prepares to ease in mid-May

•   Reuters: WHO warns on supply disruptions in coronavirus crisis, seeks more air capacity

•   Reuters: Turkey aims to reopen economy starting late May: senior official

•   Reuters: Germany's Merkel wants green recovery from coronavirus crisis

•   Reuters: Coming U.S. shale results will test extent of oil hedges, output cuts

•   Reuters: Boeing 737 MAX expected to remain grounded until at least August: sources

•   Reuters: S. Africa mining firms work together against COVID-19 as mines reopen

•   Reuters: Exclusive: More than 2,200 Indonesians have died with coronavirus symptoms, data shows

•   Reuters: Fitch warns India against further deterioration in fiscal outlook

•   CNN: Tesla is about to reveal how badly coronavirus hit its profit plans

•   CNN: Kevin Hassett: Unemployment could hit 20% by June

•   CNN: Premarket: Could US oil prices go negative again? It's possible

•   CNBC: The US will need to spend trillions more as economy takes until 2022 to fully recover: CNBC survey

•   CNBC: Coronavirus Germany: Infection rate higher after lockdown eased

•   CNBC: BP earnings: Net profit slides 67% in first quarter as oil prices fall

•   CNBC: Australian dollar, New Zealand dollar, Korean won after containing coronavirus

•   CNBC: The $3.8 trillion municipal bond market, rocked by the coronavirus, looks to Washington for help

•   CNBC: Simon Property prepares to reopen 49 properties. Here's how that will work

•   CNBC: How long does unemployment insurance last?

•   CNBC: Millions of Americans can't access unemployment benefits: EPI survey

•   CNBC: Hillary Clinton endorses Joe Biden in 2020 presidential election

•   CNBC: Coronavirus hits Greece's tourism as more people risk unemployment

•   MarketWatch: This one chart makes the case that the worst is over for the stock market and the virus has peaked

•   Fox Business: Coronavirus 'debt bomb' could cause a disaster for America's military

•   Fox Business: SBA has processed $50B of coronavirus small business loans in second round of PPP: Trump

•   NBC: Fauci says coronavirus-like outbreak is 'what keeps me up at night'

•   SCMP: Military powers jostle for post-pandemic dominance in Indo-Pacific region

•   SCMP: China’s capital city struggles to get back to normal amid continued virus worries

•   매경(P1): `리쇼어링` 시작됐다…한국엔 절호의 기회

•   매경: 싼 인건비 더이상 매력 없어…파격 인센티브로 `패키지 유턴`

•   매경: "車리쇼어링 성공땐…韓, SW·모빌리티 강국 도약"

•   매경: "中·베트남 올인은 위험"…공급망 편중 韓, 선택지를 넓혀라

•   매경: "해외사업장 10%만 줄여도 유턴기업 인정해 혜택 줘야"

•   매경: 코로나 방역서 신뢰높인 韓, 글로벌 `안심 투자처`로 급부상

•   매경: 美, OEM유턴에도 혜택…한국도 稅·규제 더풀어야

•   매경(P1): 文 "경제 전시상황, 내수회복 속도전"

•   매경: 디지털 전환·SOC 투자…文 `한국판 뉴딜` 투트랙으로 간다

•   매경(P1): [단독] 국내 완성차 5월 절반 쉰다

•   매경: [단독] 수출절벽에…현대차 아반떼 라인도 스톱

•   매경(P1): 원유지수 구성 종목 갑자기 변경

•   매경: 800만 자영업자 종합소득세 석달 납부 늦춰 8월말까지

•   매경: 효성 수소경제 시동…울산에 세계최대 액화수소 공장

•   매경: SK이노 美에 배터리 2공장…1.7조 투자해 2023년 양산

•   매경: 삼성·LG 5G 전략폰 5월 격돌…애플도 가세

•   매경: 온라인강의·재택근무에…태블릿PC 날개 달았네

•   매경: "상한제 일단 피하자"…재건축 후분양 러브콜

•   매경: 대출받고 땅 팔고…상장사 `현금 삼매경`

•   한경(P1): 홍남기 "그래도 재난지원금은 70%가 적정…자리 연연 안해"

•   한경(P1): '수수료 탐욕'이 부른 위기…'큰손'들 자산관리 시장 떠난다

•   한경: "코로나 이후, 유망 산업은 TECHNOLOGY"

•   한경: "각자도생 최우선…새로운 통상질서에 대비해야"

•   한경: 포스트 코로나 승자는 베트남?

•   한경: 삼성전기·LG이노텍 실적 '好好'

•   한경: 외국인 보유주식 468兆…3년7개월 만에 최저

•   서경(P1): 공동주택 공시가 이의 폭증···수용은 2.4% 뿐

•   서경: 집값 9억 넘으면 상승률 10배...공시가>시세 역전도 임박

•   서경: [서울 아파트 공시가 14.7% 상승] 내년 '1주택 보유세 1억' 나온다

•   서경: 코로나 먼저···20대 국회 종부세법 처리 물건너갈듯

•   서경: 中企 80%가 "수출 더 나빠질 것"

•   조선(P1): '재난지원금+α' 기부 분위기 띄우는 여권

•   조선(P1): 분양가 상한제 피하려… 강남 재건축 총회도 드라이브 스루

•   조선: "김여정, 후계자 지위 받을듯"

•   조선: 2차 추경도 밀실심사… 1兆 삭감 방안 아무도 모른다

•   조선: 조삼모사 추경… 삭감했다는 2兆, 결국 내년에 나갈 돈

•   조선: 진정한 5G시대의 열쇠, 한미 '5G 와이파이 상용화' 전쟁

•   조선비즈: [단독] 두산 "상황 악화되면 중공업外 모든 자산 팔겠다" 확약…밥캣 매물 나올수도

•   인베스트조선: 자구안 확정한 두산그룹, 내달 정상화 방안에 밥캣 매각도 포함?

•   중앙: 반의 반값 8K TV·5G폰 쏟아낸다, 중국 IT ‘코로나 역습’

•   동아(P1): 美 “남북협력, 비핵화와 보조 맞춰야” 靑과 온도차

•   문화(P1): 트럼프 “김정은 건강상태 알지만 말할 수 없어”

•   문화: “김정은, 혼자 서거나 걷지 못하는 상태인건 분명”

•   문화: <10문10답>1·2차 추경만 24조원 육박… 3차 편성하면 금융위기때의 2배 달해

•   세계(P1): 강경화 “시진핑 상반기 방한 가능성은 낮아졌다”

•   머니투데이(P1): 사라지는 일자리…'대타협 3.0' 있어야 살아남는다

•   머니투데이(P1): "한국만큼 안전한데가…" 유턴기업 지원 총력전

•   머니투데이: 외국인 4개월째 한국 주식 순매도해도 환율 안정된 이유

•   머니투데이: 선방한 LG화학…1Q 배터리 적자 '2496억→518억' 줄였다

•   머니투데이: '시총 30% 규제' 피한 삼성전자, 주가 부진 탈피할까

•   머니투데이: 대구 분양시장 기지개…'뉴센트럴 두산위브 더제니스' 완판 기대

•   헤럴드경제(P1): 韓·中기업인들 입국길 열린다

•   헤럴드경제: LG “모바일 판을 뒤집어라”…폴더블 건너뛰고 롤러블 ‘직행’

•   헤럴드경제: “보복소비 기대?…코로나 끝나도 두 달 지나야”

•   헤럴드경제: 두산그룹, 두산인프라코어·밥캣 지켰다

•   헤럴드경제: 230조 사라진 증시에 개미 ‘밀물’…외국인 30거래일 ‘썰물’

•   헤럴드경제: “가계소비·개인 투자자금 완충 역할…증시, 2분기에 저점찍고 반등 기대”

•   헤럴드경제: 갤Z플립, 갤S20 시장 잠식…국내 판매 10만대 돌파

•   파이낸셜뉴스: 단기자금시장 경색에…증권사, PF채무보증 빠르게 줄였다 [마켓워치]

•   파이낸셜뉴스: "수출길 막힌 車, 부두에 넘쳐…공장마저 가동중단" [코로나19 대진단 산업지형이 바뀐다]

•   아시아경제(P1): [코로나 대변혁]"세계화의 후퇴…GVC 변화 대비해야"

•   아시아경제(P1): [2020미래기업포럼]이정동 靑특보 "코로나 이후 저성장 심화, 기업지원 늘려야"

•   아시아경제(P1): [코로나 대변혁]"금융위기 수준 경제심각…정부, 돈 더 풀어야"

•   아시아경제: [코로나 대변혁]"코로나 2분기 진정돼도 韓 마이너스 성장 78%"

•   아시아경제: [코로나 대변혁]文정부 코로나 경제정책 평가 'A 12%·B 44%·C 25%'

•   아시아경제: [코로나 대변혁] "정책 우선순위는 기업지원·내수확대·고용유지"

•   아시아경제: [코로나 대변혁]'언택트 서비스' 뜬다…"혁신산업 발굴·지원해야"

•   이데일리(P1): 2등은 없다…슈퍼스타 기업만 살아남는다

•   이데일리: "경제 구원투수는 IT…배민 등 플랫폼 산업 주목해야"

•   이데일리: "추경 되풀이 해도 소용없어…법인세 등 감세 병행해야"

•   이데일리: [단독]원전 이어 석탄발전소도 사라진다…탈석탄 추진

•   이데일리: 10대건설사, 5~6월 지방서 1만7000가구 분양

•   이데일리: 하반기 서울 아파트시장 '매수자 우위' 돌아서나

•   이데일리: 정부 등쌀에 대출 늘린 은행...“코로나 이후가 두렵다”

•   이데일리: 현대重, 현대일렉트릭·로보틱스 효자 노릇 '톡톡'

•   이데일리: 코로나 100일…유통가 소비 흐름 바꾼 '언택트' 파도

•   연합: 제주 대정 앞바다에 풍력발전지구 조성…도의회 상임위 통과

•   연합: 제주 난개발에 뿔났다…"송악산 개발·해상풍력발전 반대"

•   연합: 코로나발 구조조정 현실화…대기업 직원 두달간 1만명 줄었다

•   연합: 월성 맥스터 건설 찬반 울산 주민투표 민간 관리위 출범

•   연합인포맥스: S&P, 두산밥캣 등급전망 '부정적' 하향

•   뉴스핌: 창원시, 두산重 발전용 국산 가스터빈 산업 적극 육성

•   뉴스핌: '수소·전력 동시 생산 상용화 임박'...KIST, 고가 '이리듐' 80% 줄인 전극 기술 개발

•   데일리안: 정상화 물꼬 튼 두산, “팔 수 있는건 다 판다”…'제값' 매각 관건

•   더벨: 이동걸 회장이 힘 뺀 구조조정본부…두산 사태로 반전

•   더벨: '3조 자구안' 두산重, '드랙스 모델' 체질개선 성공할까

•   아시아타임즈: [발전공기업 실적] ′서부발전·중부발전′ 전기 팔아 이자도 못내

•   뉴스웨이: [공시]두산중공업 “유상증자·자산매각 등 검토 예정”

•   비즈니스워치: '가스터빈이 미래다' 두산중공업, 체질 싹 바꾼다

•   이투뉴스: [창간기획] 두산중공업, 풍력발전으로 다시 뛴다

•   더구루: 한수원, 체코 트레비치서 잇단 '코로나 기부'…원전 수주 박차

•   중부일보: 인천연료전지㈜ 2천308억 원 규모 PF약정 체결 완료

•   reNews: Green Deal 'could jumpstart European economy’

•   reNews: 'Cheaper renewables trumping fossil fuels'

•   reNews: COVID-19: Offshore wind ‘can be star of recovery’

•   Windpower Monthly: MHI Vestas sets course for hydrogen propulsion

•   에너지경제: 태양광 업계 '한국판 뉴딜, 재생에너지 그린뉴딜로 기획돼야'

•   에너지데일리: “2030년 CO₂ 배출, 현재 대비 40% 이상 감축해야 한다”

•   KHL: Huge drop in UK construction equipment sales

•   For Construction Pros: Agriculture and Construction Equipment Demand May be on the Rise | For Construction Pros

•   OilPrice.com: World’s Largest Oil Fund Is Once Again Crashing Crude Markets

•   OilPrice.com: U.S. Oil Companies Begin Sending Crude To Strategic Petroleum Reserve

•   MINING.com: Extended lockdowns to hit copper production

•   CNET: iPhone sales got hit by the coronavirus. Now we'll learn how bad

•   CNET: 16 phones coming out in 2020: iPhone 12, iPhone SE, Galaxy Fold 2 and more

•   CNET: DJI Mavic Air 2: Hands on with DJI's new folding 4K drone arriving May 11 for $799

•   CNET: iPhone 12 production delayed? Apple, Google reworking tracing software - Video

•   전자신문(P1): 북적이는 김포공항, 관광업계 활력

•   전자신문: [단독]현대차, 전기차 배터리 '파우치'에 이어 '테슬라식 원통형' 채용 검토

•   전자신문: [포스트 코로나]삼성-LG, 해외 공장 속속 재가동…코로나 출구전략

•   전자신문: [이슈분석] REC 가격 급락…울상 짓는 태양광 발전업계

•   전자신문: [이슈분석] 韓 태양광 발전 사업자 차액 '중위권'

•   ZDNet Korea: 삼성, '갤럭시S21'에 BOE OLED 적용 검토한다

•   Phone Arena: Latest Samsung Galaxy S20 Ultra 5G flaw might be the worst one yet

•   Phone Arena: U.S. could stop TSMC from shipping Huawei's 5G modem chips

•   Phone Arena: Demand for 5G phones grew substantially in Q1 2020 with Samsung at the forefront

•   Phone Arena: Apple is looking into flexible batteries for future foldable iPhone and iPad

•   Robotics & Automation News: Robots learn the gentle touch

•   로봇신문: 포스트 코로나19 시대를 준비하는 유망기술은?

•   로봇신문: "자동차 산업 침체 타격" 中 시아순, 지난해 매출 11% 감소

•   Inbound Logistics: COVID-19 Is Supply Chain’s Wake-Up Call

•   Nikkei Asian Review: Nissan falls hard in Japan Inc.'s earnings nosedive

•   Nikkei Asian Review: Hard to hold Tokyo Olympics without virus vaccine: medical group chief

•   Mainichi: March restaurant sales in Japan log fastest fall in nearly 30 years on virus

•   Economic Times: RBI | fund raisisng: RBI data show central bank buys debt just as government sells it

•   Livemint: Lockdown: Govt relaxes 'work from home' connectivity norms for IT, BPO firms till July-end

•   Business Standard: ADB approves $1.5 billion loan for India to fight coronavirus pandemic

•   Hindustan Times: Moody’s slashes India growth figure for 2020 to 0.2%

•   Hindustan Times: Indian lenders see a spike in bad loans

•   Folha de S.Paulo: Bolsonaro's Impeachment Divides the Country, but President Maintains Support Base, Says Datafolha

•   Folha de S.Paulo: Brazil Registers 338 New Deaths from Coronavirus; Total Is 4,543 Deaths

•   Jakarta Post: Indonesia raises another $4b from bonds, in talks with development banks

•   Jakarta Post: Business groups oppose omnibus bill delay as mass layoffs loom

•   Jakarta Post: Logistics down by more than 50 percent amid COVID-19 outbreak

•   Jakarta Post: Infrastructure development progressing as investment jumps, BKPM says

•   Viet Nam News: Exports of agricultural, forestry and aquatic products down

•   Myanmar Times: Govt releases economic stimulus plan to fight COVID-19

•   Myanmar Times: Myanmar to establish new credit law to support financing small businesses

[Opinions]

•   Project Syndicate(Michael J. Boskin): The COVID-19 Balancing Act

•   Project Syndicate(Gordon Brown): The Deadly Urgency of Now

•   Project Syndicate(Anya Schiffrin): Anya Schiffrin Says More…

•   Project Syndicate(Jim O’Neill, Domenico Lombardi): How to Use the SDR

•   Project Syndicate(Diane Coyle): Economics, Disrupted

•   Project Syndicate(Carl Bildt): Welcome to the Post-American World

•   Project Syndicate(Yuen Yuen Ang): The Myth of the Tech Race

•   Project Syndicate(Nouriel Roubini): The Coming Greater Depression of the 2020s

•   Project Syndicate(Anne O. Krueger): Trump’s War on Public Health

•   Project Syndicate(Elizabeth Drew): Trump’s Cruelest Month

•   FT(Editorial Board): Corporate bailouts should come with strings

•   FT(Martin Wolf): Crisis lays bare risks of financial leverage, again

•   FT(Izabella Kaminska): Private sector rationing of open spaces may be on the cards

•   FT(Liu Xiaoming): China has valuable lessons for the world in how to fight Covid-19

•   FT(Kate Burgess): BP fights for balance against twin threats of virus and oil plunge

•   FT(Henny Sender): Why China’s smaller businesses are struggling to access credit

•   FT(Lex): Coronavirus/bankruptcies: stagnation not annihilation

•   WSJ(William A. Galston): After Coronavirus Lockdowns, Don’t Expect ‘Normal’

•   NYT(Paul Krugman): Peacocks and Vultures Are Circling the Deficit

•   NYT(Jamelle Bouie): Another Way the 2020s Might Be Like the 1930s

•   WP(Max Boot): We’re in a state of global emergency — and Trump’s foreign policy is missing in action

•   WP(Jennifer Rubin): We need a survival plan for the pandemic era

•   WP(Paul Waldman): Joe Biden is not the candidate of the future. Which might be why he wins.

•   WP(Kathleen Parker): Reopening doesn’t mean a return to normal

•   WP(Josh Rogin): Senators demand answers from Pompeo on Wuhan lab cables

•   WP(Marc A. Thiessen): Trump can blame the pandemic preparedness failure on Biden — and rightly so

•   WP(Francisco Toro, James Bosworth): Trumpian scandals hit Bolsonaro, but the potential outcome looks uniquely Brazilian

•   Bloomberg(Michael R. Bloomberg): If Trump Won’t Lead the World, Others Must

•   Bloomberg(Daniel Moss): The World’s Economic Visionaries Can't See Past Tomorrow

•   Bloomberg(Tim Duy): The Fed Will Soon Need to Stem Deflation

•   Bloomberg(Liam Denning): What Fracker Earnings Really Need Are Fewer Frackers

•   Bloomberg(John Authers): Brazil Hits a Wall and Takes Latin America With It

•   Bloomberg(Barry Ritholtz): Growing Up With Central Bankers for Company

•   Bloomberg(Clara Ferreira Marques): China in Africa Is More Than a Land Grab

•   Bloomberg(Karl W. Smith): This Change in Tax Law Could Help the Post-Pandemic Economy

•   Bloomberg(Jonathan Bernstein): On Virus Testing, Trump May Have Finally Learned His Lesson

•   Bloomberg(Tim Culpan): Autos Are Driving in the Chip Industry's Blind Spot

•   Bloomberg(Hussein Ibish): The U.S. Can’t Have It Both Ways Over Iran

•   CNN(Chuck Collins): Billionaires are getting even richer from the pandemic. Enough is enough