Business Intelligence Monitor 200506

(Introduction)

[Markets]

•   Global: Oil surge lifts global stocks out of three-day losing streak

※   Oil companies soar on demand recovery hopes

※   Crude soars as lockdowns begin to ease

※   Euro falls after German court ruling

※   Macro 백업표

※   Industry 백업표

•   Metals: Base metals rise as some countries ease coronavirus restrictions

•   Grains: Corn gains with rising crude, limited by early U.S. planting

[Indicators]

•   US Mar. Balance of Trade: U.S. March Trade Deficit Widened as Coronavirus Disruptions Spread

•   US Apr. ISM non-manufacturing index: Services Businesses See Biggest Drop in Activity Since Last Recession

•   UK Apr. Car sales: UK car sales fall 97% in worst month since 1946

•   UK Apr. PMI: UK business activity drops to lowest level on record

•   Indonesia Q1 GDP: Indonesia's first-quarter GDP growth weakest since 2001, recession looms

•   Indonesia Feb. Employment: Indonesia’s unemployment numbers rise to 6.88 million in February

•   Malaysia Benchmark rates: Malaysia Cuts Key Rate by Most Since 2009 as Economy Reopens

•   Australia Benchmark rates: Australian Central Bank Holds Fire, Braces for Economic Hit

•   Spain Apr. Jobless Claims: Spanish Jobless Claims Surge for Second Month in April

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Deaths Top 70,000 Amid Warnings About States Reopening

•   WSJ: Airbnb to Cut 25% of Workforce as Coronavirus Stalls Global Travel

•   WSJ: U.S. Pushes EU to Back Inquiry Into China’s Handling of Coronavirus

•   WSJ: Why Home Prices Are Rising During the Pandemic

•   WSJ: U.S.-U.K. Trade Talks Open on a Friendly Note

•   WSJ: Lawmakers Question Trump Nominee to Oversee Stimulus

•   WSJ: Fed’s Evans Hopeful for Second-Half Recovery, but Says a Lot Needs to Go Right

•   WSJ: Newsletter: How to Pay the Coronavirus Bill

•   WSJ: ‘Risk Based’ Social Distancing Is Key to Reopening

•   WSJ: U.S. Factories Face a Hitch in Reopening: Mexico’s Shutdown

•   WSJ: Occidental Seeks to Lessen Roughly $40 Billion Debt Load

•   WSJ: Meat Shortages Hit Wendy’s, Leaving Burgers Unavailable at Some Restaurants

•   NYT: With New Hot Spots Emerging, No Sign of a Respite

•   NYT: As Trump Pushes to Reopen, Government Sees Virus Toll Nearly Doubling

•   NYT: Coronavirus in the U.S.: An Unrelenting Crush of Cases and Deaths

•   NYT: California Sues Uber and Lyft, Claiming Workers Are Misclassified

•   NYT: Didn’t Get Your Stimulus Payment Yet? Here’s What to Do

•   NYT: After a Terrible First Quarter, Executives Offer Some Hope

•   NYT: Trump Eyes New Tax Cuts for Next Stimulus Package

•   NYT: This Drug May Cause Birth Defects. Japan’s Pushing It for Coronavirus.

•   NYT: Coronavirus Crisis Threatens Push for Denser Housing

•   NYT: Pfizer Begins Human Trials of Possible Coronavirus Vaccine

•   WP: Americans are told to wash hands to fight coronavirus. But some don’t trust the tap.

•   WP: U.S. companies cut thousands of workers while continuing to reward shareholders during pandemic

•   WP: Kim Jong Un appears to be alive after all. So why did CNN and other news outlets report he was on his deathbed?

•   WP: The Daily 202: White House moves to shield Trump from oversight of his coronavirus response

•   FT: US daily fatalities drop below 1,000 for first time in month

•   FT: UK death toll from virus becomes highest in Europe

•   FT: Coronavirus reached Europe weeks earlier than thought, say doctors

•   FT: Coronavirus shock shrinks Australian economy by 10%

•   FT: UK and US face hurdles to deliver ‘fast pace’ trade pact

•   FT: Northern Ireland tensions threaten to derail long-term EU-UK deal

•   FT: Spanish government set to retain lockdown power

•   FT: German court calls on ECB to justify bond-buying programme

•   FT: Milan emerges from lockdown a different city

•   FT: Opening up economies drives risk sentiment

•   FT: Covid-19: China, US, EU and Russia vie for Balkans influence

•   FT: UK property groups plead for extended business rates holiday

•   FT: Turkey’s virus deaths may be 25 per cent higher than official figure

•   FT: VW warns of rising costs as car market faces deep recession

•   FT: Asian trade may reopen one link at a time

•   FT: EU industrial supply lines need strengthening, commissioner warns

•   FT: How the UK’s unique coronavirus tracing app works

•   FT: Hedge funds bet on gold as refuge from ‘unfettered’ currency printing

•   FT: How a Wuhan lab became embroiled in a global coronavirus blame game

•   FT: Wall Street ‘flying blind’ after companies scrap guidance

•   FT: Nations of UK stay in lockdown lockstep despite devolution

•   FT: Thermal coal prices collapse after virus lockdowns sap demand

•   FT: Argentina ready to consider ninth sovereign default, says Guzmán

•   FT: Xiaomi's future smartphone with under-display camera looks fantastic

•   Bloomberg: Trump, Pompeo Back Theory Wuhan Lab to Blame for Covid. U.S. Intelligence Is Less Convinced

•   Bloomberg: Trump Says U.S. Must Reopen Even If More Americans Get Sick, Die

•   Bloomberg: Virus Drug Whim Costs Millions, Even as the Mania Wanes

•   Bloomberg: Biggest Bailouts Yet Spark a Crisis of Confidence in Capitalism

•   Bloomberg: India’s Ailing Credit Market Shows the Limits of Central Bankers

•   Bloomberg: India Raises Special Tax on Fuel as Deficit Set to Breach Target

•   Bloomberg: Erdogan’s Push for Cheap Credit Pays Off as Banks Turn on Taps

•   Bloomberg: As Virus Deaths Grow, Two Rich Nations Keep Fatality Below 0.1%

•   Bloomberg: Italy Dismisses German Ruling as It Maps Way Out of Virus Crisis

•   Bloomberg: Don’t Expect the Global Economy to Bounce Back Quickly, OECD’s Boone Says

•   Bloomberg: Mexico’s Central Bankers Raise Alarm Over Surge in Violence

•   Bloomberg: Relief Aid Is Finally Reaching U.S. Small Businesses After Delays

•   Bloomberg: Fed’s Clarida Sees Economic Recovery Starting in Second Half

•   Bloomberg: The Big Asian Economies Rethink a Made-in-China World

•   Bloomberg: Behind the Numbers, Supply-Chain Chaos Masks Extent of Gulf Pain

•   Bloomberg: Bank of England Weighs Up What to Throw Next at Virus Misery

•   Bloomberg: Germany’s New Coronavirus Cases Fall for Fifth Straight Day

•   Bloomberg: Shale Producers Hint at Possible Fracking Revival at $30 Oil

•   Bloomberg: Coal Snags $31 Million in U.S. Stimulus Loans for Small Business

•   Bloomberg: When It Rains It Pours as Ailing Top EU Miner Stung by Virus

•   Bloomberg: ESG a Win for Stocks, Less So for Bonds Amid Covid-19

•   Reuters: Major Brazilian cities set lockdowns as virus spreads

•   Reuters: Italy starts slow return to normality, fears resurgence of coronavirus

•   Reuters: WHO urges countries to investigate early COVID-19 cases

•   Reuters: France's Macron says major foreign travel to be limited this summer

•   Reuters: Coronavirus: Trump says blue state 'bailouts' unfair to Republicans

•   CNN: White House coronavirus task force to be wound down around Memorial DayPolitics

•   CNBC: The coronavirus mutated and appears to be more contagious now, new study finds

•   CNBC: Sweden, UK not seeing a drop in coronavirus cases: EU agency

•   MarketWatch: Coronavirus cases plummet by 44% due to shelter-in-place orders, according to this study drawing on CDC data

•   Fox Business: Johns Hopkins: Leaked coronavirus model on death spike not final

•   Fox Business: Small-business loan forgiveness clouded by confusion, uncertainty

•   SCMP: What is the status of the US-China phase one trade deal amid the coronavirus?

•   SCMP: China and US in ‘new Cold War’ as virus spurs collapse in relations

•   SCMP: Labour Day ‘revenge tourists’ boost China’s muted consumer spending

•   Global Times: Will China-India economic competition be benign or a battle?

•   매경(P1): AI빅뱅 임박…`백·천·만 드림팀` 키우자 본문듣기 설정

•   매경: 10년내 모든 기기에 AI반도체…한국 `제2의 D램 신화` 쓴다

•   매경: 실리콘밸리 AI 언택트서비스 강화…코로나로 앞다퉈 원격근무에 투자

•   매경: "메모리·5G기술 최고 한국…AI 치고나갈 절호의 기회 왔다"

•   매경: 포스트 코로나…30가지 생존법칙

•   매경: "코로나 이후…도심보다 교외, 외식보다 집밥 선호"

•   매경(P1): 타다금지법 헌재 심판대로

•   매경: 돈 부족한 정부…`보증의 기술`로 10배늘려 108조원 만들었다

•   매경: 진통겪는 `한국형 SPV`…정부보증비율 딜레마

•   매경: 회사채 발행 보증 P-CBO, 재정 2조 투입하면 기업 14조 지원효과

•   매경: 조선3사 수주 고작 6%…"2분기도 안심못해"

•   매경: 지수 1900 밑도는데…코스피 고평가 논란

•   매경: `5월엔 팔라`는 증시격언…올해도 적중할까

•   매경: "상한제 피하자"…7월前 서울 8300가구 분양

•   한경(P1): 현대기아차 64% · GM 10%…K제조업, 퀀텀점프 기회 왔다

•   한경: 삼성, 외환위기 거치며 글로벌 대표기업 도약…현대차는 금융위기 이후 美 점유율 2배 늘려

•   한경: 코로나 위기를 기회로 현대차 더 강해질 것

•   한경(P1): "얼마나 더 버틸까" 정부 지원 사각지대…어느 중기인의 하루

•   한경: 코로나 '1차 긴급대출' 이번주 바닥…소상공인 최대 한달 '자금공백' 우려

•   한경: 대기업-자영업 사이 낀 中企…"대출 퇴짜에 갈 곳은 사채시장뿐"

•   한경: 중소기업 "정부 지원조건 까다롭고 대상 너무 적다"

•   한경: "경제난 정면돌파"…北, 자력갱생 총력전

•   한경: 손성원" 韓 분배에 지나치게 치중…성장 줄 수밖에 없어"

•   한경: 코로나 지원금의 역설…대형마트 사용 막자, 동네슈퍼 담배 판매 늘었다

•   한경: 산업은행, 40조 기간산업기금 신속 가동

•   한경: 코로나 이후 중국 비즈니스 'H.O.M.E'이 돈 된다

•   한경: 다시 불 붙은 '전기차주 고평가' 논란

•   서경(P1): [단독] 신용등급 B+이하 기업에도 자금지원 추진

•   서경(P1): '강화된 종부세' 연내 부과 무산

•   서경: 135만 '삼성 개미' 1분기 배당 18만원씩 받는다

•   서경: '코로나 이전'에 머문 고용정책··· 노동시장 유연화가 최대 과제

•   서경: [단독] 文, 이달말 재정회의 주재···'나랏돈 풀기' 속도 더 내나

•   서경: 경상수지마저 '적자 쇼크'···국가 신용등급도 비상등

•   서경: 정부 지원에 가려진 '부실대출' 뇌관

•   서경: 저유가에도 전기료는 왜 그대로일까?

•   서경: "감염위험·비용 줄여줘요"...코로나 맞선 '공유경제의 역발상'

•   서경: 코스피 기업 절반 “작년보다 상황 더 안좋다”

•   서경: 보유 현금 128배까지···불확실성 심화에 투자보다 자사주 사들여

•   서경: [시그널] 회사채 막힌 AA- 기업, 현금조달 안간힘

•   서경: [시그널] (주)두산 핵심 사업부 3형제 '몸값'에 인프라코어, 밥캣 운명 갈린다

•   서경: [시그널] 논현동 두산빌딩 매각 주관사에 JLL·에비슨영

•   조선(P1): 한국형 뉴딜, 규제 풀고 토목사업도 한다

•   조선(P1): 美, 중국 공급망 탈피작전… 韓日 등과 생산동맹 추진

•   조선: 與 "우클릭 비난도 감수"… 美민주당처럼 뉴딜로 장기집권 큰그림

•   조선: 한국형 뉴딜, 규제 옹호하는 與강경파가 1차 관문

•   조선: 코로나로 멈췄던 노인일자리, 오늘부터 25만개는 재개

•   조선: 신규 확진 3명으로 뚝

•   조선: 코로나 이후 돈은 어디로… 현찰 빅뱅, GD가 정답이다

•   조선: 원유 가격 급락세인데… 구리 가격은 왜 10% 올랐나

•   조선비즈: "北 평양 인근 'ICBM 수용 가능' 새 미사일 지원시설 완공 앞둬"

•   인베스트조선: '매각대상' 미정인 두산그룹…高자세에 투자자와 눈높이차 상당

•   중앙: 벨벳폰 “반값” S20 “지원금 2배”

•   동아(P1): “불꺼진 공장, 퇴직금 주려면 폐업뿐”

•   동아: “지역거점 살려야 전체 경제 회복세”

•   동아: 무디스 “올해 전세계 제조업체 이익 13% 줄듯”

•   한국(P1): ‘코로나 보복소비’ 명품 시장서 폭발했다

•   국민(P1): [르포] “외부인 나가주세요”, 팽팽한 월성 ‘맥스터’ 증설

•   국민(P1): [단독] 노정 ‘신밀월’ 훈풍… 민주노총 “정부와 의제별 대화 지속”

•   한겨레: 문화재급 동굴 일부만 조사하더니 석탄화력 건설 괜찮다?

•   머니투데이: 한국형 뉴딜 '디지그린'…산업·과기·환경부 샅바싸움

•   머니투데이: 코로나19는 주춤, 기업대출은 폭증

•   머니투데이: 언택트 시대 12시간 쉬지 않고 나는 수소드론

•   파이낸셜뉴스(P1): 금리 0% 시대, 기업은 이자비용에 운다

•   파이낸셜뉴스(P1): 6년만에…현대차 신사옥 이달 '첫삽'

•   파이낸셜뉴스: 고용충격에 공론화 띄웠지만…밑빠진 독 될라 우려 커 [이슈분석 | 전국민 고용보험]

•   파이낸셜뉴스: "소득 일정치 않고 보험료 부담" 자영업자 가입 설계가 ‘열쇠’ [이슈 분석 | 전국민 고용보험]

•   파이낸셜뉴스: "코로나 해고 안된다" 양대노총 잇단 강성행보에 경영계 긴장 [총선 이후 불안한 경제계]

•   파이낸셜뉴스: 대한항공 지원 조건 '이익공유'…경영권 위협 부메랑 되나 [총선 이후 불안한 경제계]

•   파이낸셜뉴스: 신흥국 자금 빠져나가는데 한국 채권은 인기

•   파이낸셜뉴스: 코로나 이전부터 건전성 악화했는데...銀 기업지원 '골머리'

•   파이낸셜뉴스: 두산重, BW 5000억 상환… 유동성 위기 급한 불 껐다

•   파이낸셜뉴스: 플라즈마 붕괴 전 탐지…핵융합에너지 상용화 앞당긴다

•   아시아경제: [기민한 전자이야기] 두산솔루스 매각설에 주목받는 소재 '동박'

•   디지털타임스(P1): [포스트 코로나] 어제와 달라진 韓, 국제사회 ‘뉴노멀’된다

•   디지털타임스(P1): "월급 깎여도 좋다"… 절박한 중장년 구직자

•   이데일리(P1): [제조혁신 나선 中企]①폐업 직전…회사 살린 스마트공장

•   이데일리: [제조혁신 나선 中企]②'제조업 4강' 보급보다 고도화로 달성해야

•   이데일리: [제조혁신 나선 中企]③"제조혁신 통해 글로벌 강소기업 육성"

•   이데일리: [제조혁신 나선 中企]④'키다리 아저씨' 나선 삼성

•   이데일리: 수출·내수 동반 침체…고개 드는 5월 금리인하론

•   이데일리: 수출길 막히니 내수 집중하는 현대·기아차..3사 타격받나

•   이데일리: [현장에서]포스코, 물류업 진출 명분 없다

•   이데일리: 달라진 산은법‥기금 지원에 중기 포함, 의결권 행사 근거조항도

•   이데일리: [마켓인]스카이레이크가 두산솔루스에 올인하지 않은 이유

•   연합: 태양광 주택 30만가구…신재생 설치 가구 4년새 1.7배로

•   이투데이: 매각설 불구…두산, 신사업 R&D 인력 강화한다

•   이뉴스투데이: 두산家 봐주기 금융지원 논란…벼랑 끝 항공업계와 이중잣대

•   Power Engineering: U.S. power sector CO2 emissions fall 8.2 percent in 2019, EIA reports

•   reNews: COVID-19: Nordex withdraws guidance

•   reNews: Total targets ‘net zero’ by 2050

•   Renewables Now: Vestas turns to Q1 loss, backlog hits record EUR 34.1bn

•   KHL: Russian construction plunged into Covid-19 crisis

•   Equipment Journal: Bobcat debuts new gas utility vehicles

•   Equipment World: Terex 1Q net sales drop 24%

•   Industrial Vehicle Technology: CNH Industrial announces progression of manufacturing operations

•   OilPrice.com: Renewables Overtake Coal In U.S. In Electricity Generation

•   OilPrice.com: Venezuela Oil Exports Climb As OPEC Agreement Kicks In

•   OilPrice.com: IEA Chief Calls For Boost To Battery And Hydrogen Technology

•   MIT News: Robots help some firms, even while workers across industries struggle

•   전자신문(P1): 경제·산업계 "문 정부, 앞으로 2년 '디지털경제' 집중해야"

•   전자신문(P1): 150㎝키 자율주행로봇, '언택트시네마' 일꾼되다

•   전자신문: TSMC-삼성전자, 美서 '파운드리 목장의 결투' 예고

•   Phone Arena: Xiaomi's future smartphone with under-display camera looks fantastic

•   Phone Arena: Samsung Galaxy Z Flip sales increased in March despite global pandemic

•   Inside EVs: COVID-19 Crisis: Is It The End Of The Oil Age And The Beginning Of Clean Air?

•   Robotics Tomorrow: Covid-19 Impact on Food Automation and Robotics Market

•   로봇신문: 일본 산업용 로봇 1분기 수주액, 전년 동기 대비 10.1% 증가

•   Nikkei Asian Review: Tokyo to pay more to businesses that stay shut until May 31

•   Mainichi: Coronavirus-linked bankruptcies rise sharply in Japan

•   Mainichi: Retailers, manufacturers in Japan cautious on outlook under extended emergency

•   Japan Times: Japan to help shift manufacturing to ASEAN from China after virus disrupts supply chains

•   Economic Times: Mobile phones’ manufacturing to restart

•   Economic Times: Coal India incurs Rs 200 crore cash loss daily

•   Economic Times: Manufacturing factories ready to roll under tough norms

•   Economic Times: India’s jobless rate jumps to 27.1%, survey says

•   Business Standard: Covid-19 may slow India IT and business service growth to 6.5% in 2020: IDC

•   Hindustan Times: Covid-19 lockdown: RBI may extend moratorium on bank loans by another 3 months

•   Hindustan Times: EVs may play greater role post lockdown as environmental consciousness grows

•   Folha de S.Paulo: Brazil Records 296 New Deaths and 6,633 New Cases of Coronavirus

•   Moscow Times: Coronavirus Could Trigger 30% Fall in Russian House Prices

•   Viet Nam News: How will global economy and Việt Nam move ahead amid COVID-19 challenges?

•   Viet Nam News: Việt Nam must reach GDP growth of 5 per cent this year: PM

[Opinions]

•   Project Syndicate(Harold James): The Day After Tomorrow

•   Project Syndicate(Ben Iverson, Mark Roe): Planning for an American Bankruptcy Epidemic

•   Project Syndicate(Shang-Jin Wei): Shang-Jin Wei Says More…

•   Project Syndicate(Jim O’Neill): It’s Time to Target Nominal GDP

•   Project Syndicate(Célestin Monga): The Misguided War on Global Value Chains

•   Project Syndicate(Aaron Bernstein): Climate Action Can Help to Fight Pandemics

•   FT(Editorial Board): Debt relief alone will not save Argentina

•   FT(Editorial Board): A misguided court judgment in Germany

•   FT(Martin Wolf): How to escape the trap of excessive debt

•   FT(Martin Sandbu): German court has set a bomb under the EU legal order

•   FT(Jamie Smyth): Business feels the fear in Australia-China trade dispute

•   FT(Lex): S&P 500 resilience: weakened by coronavirus

•   FT(Lex): Economic recovery: no favours from savers

•   WSJ(Phil Gramm, Pat Toomey): U.S. and U.K. Can Set a Standard for Trade

•   NYT(Elizabeth Bruenig): Democrats, It’s Time to Consider a Plan B

•   WP(Editorial Board): Speed is essential in developing this vaccine. But so is safety.

•   WP(David Ignatius): Will Huawei turn out to be a paper tiger?

•   WP(Max Boot): Trump’s dithering proves one thing: We’re at war without a leader

•   Bloomberg(Andy Mukherjee): India's Reopening Is a Multi-Colored Mess

•   Bloomberg(Ferdinando Giugliano): German Court Issues a Dangerous Verdict for the ECB

•   Bloomberg(Karl W. Smith): Pay Cuts Are Better Than Layoffs in This Recession

•   Bloomberg(Jonathan Bernstein): What’s Really Going on With the CDC’s Virus Model?

•   Bloomberg(Alex Webb): Dumb Conspiracy Theories Aren’t the Only 5G Headwinds

•   Bloomberg(Vince Cable): Dealing With Pandemic Debt Will Mean Breaking Some Taboos

•   CNBC(Laura Wronski, Jon Cohen): Main Street fears new regulation in coronavirus economic reopening

•   CNBC(Laura Wronski, Jon Cohen): This is how many furloughed Main Street employees will get jobs back

•   Reuters(Andy Home): Funds don't buy into Doctor Copper's recovery story