Business Intelligence Monitor 200511

(Introduction)

[Markets]

•   Global: Stocks hit weekly highs as markets shrug off dismal U.S. jobs data

※   U.S. jobs data worst in a generation, but better than expectations

※   Two-year U.S. bond yields hit record lows

※   U.S.-China co-operation boosts sentiment

※   London stock exchange closed for bank holiday

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 외인·기관 매수에 상승…1,940선 돌파

•   한국: CP금리 年 1%대…자금시장 안정세

•   Grains: Soybeans climb on Chinese buying ahead of crop report

•   DRAM: 고정가 > 현물가...심상찮은 D램

※   서경: 믿었던 서버수요마저 주춤···"올 반도체 시장 앞이 안보인다"

[Indicators]

•   US Apr. Employment: April Unemployment Rate Rose to a Record 14.7%

※   CNN: ​​April jobs report: A high unemployment rate is tragic, and it doesn't even include everyone who's out of work

•   US Apr. Fiscal balance: U.S. Budget Deficit Hit $737 Billion in April, CBO Says

•   US Q2 GDP Nowcast: May 08, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -34.9 percent — May 8, 2020

•   한국 1분기 제조업 국내 공급 동향: 내수 부진에…소비재 공급 2.5% 감소

•   한국 주간 KB주택시장동향:‘강남불패’ 무색… 강남3구 아파트값 6주째 뚝뚝

•   한국 주간 아파트 가격(부동산114): 서울 아파트값 6주째 떨어져

•   Japan Mar. Household spending: Japan's household spending plunges at fastest pace in 5 years

•   India Apr. Fuel demand: Lockdown impact: Fuel demand in India plunged to historic lows in April

•   Indonesia Apr. Foreign reserves: Indonesia’s foreign exchange reserves soar in April

•   Canada Apr. Employment: Canada Lost About 2 Million Jobs in April, Less Than Feared

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Demand for Small-Business Loans Cools

•   WSJ: A Chaotic Gray Market Determines Who Gets Coronavirus Gear—and Who Doesn’t

•   WSJ: Trump and Chip Makers Including Intel Seek Semiconductor Self-Sufficiency

•   WSJ: Factories Close for Good as Pandemic Cuts Demand

•   WSJ: Corporate Debt, Distress and More Borrowing

•   WSJ: Coronavirus Downturn Versus Great Depression

•   WSJ: Despite Recent Bets, Fed Isn’t Likely to Consider Negative Interest Rates

•   WSJ: Economy Week Ahead: Inflation, GDP, Retail Sales

•   WSJ: Nearly a Third of Kentucky Workers Seek Jobless Aid

•   WSJ: Company Layoffs Mount as Recovery Appears Elusive

•   WSJ: As Pandemic Spreads, Regard for China Recedes in West

•   WSJ: A Bleak Landscape for Lowest Paid Workers

•   WSJ: Formal Talks Paused on Next Stimulus Package, Trump Adviser Says

•   WSJ: Newsletter Special Report: Historic Job Losses

•   WSJ: Health-Care Workers See Steep Job Losses

•   WSJ: Newsletter: Get Ready for an Ugly Jobs Report

•   WSJ: Tesla Files Suit to Reopen Fremont Factory

•   WSJ: Big Money Managers Take Lead Role in Managing Coronavirus Stimulus

•   NYT: As Job Losses Mount, Lawmakers Face a Make-or-Break Moment

•   NYT: Fight Over Virus’s Death Toll Opens Grim New Front in Election Battle

•   NYT: Why the Path to Reopening New York City Will Be So Difficult

•   NYT: ‘Scary to Go to Work’: White House Races to Contain Virus in Its Ranks

•   NYT: How Pandemics End

•   NYT: Surviving Covid-19 May Not Feel Like Recovery for Some

•   NYT: Pork Chops vs. People: Battling Coronavirus in an Iowa Meat Plant

•   NYT: The Airline Business Is Terrible. It Will Probably Get Even Worse.

•   NYT: Repeat After Me: The Markets Are Not the Economy

•   NYT: Virus Conspiracists Elevate a New Champion

•   WP: Trump tightens grip on coronavirus information as he pushes to restart the economy

•   WP: Remdesivir’s rollout by the Trump administration is angering doctors on the front lines

•   WP: Confronted with horrendous jobs report, White House and congressional Democrats aren’t even talking

•   WP: As deaths mount, Trump tries to convince Americans it’s safe to inch back to normal

•   WP: Doctors keep discovering new ways the coronavirus attacks the body

•   WP: Top White House advisers, unlike their boss, increasingly worry stimulus spending is costing too much

•   WP: Coraonvirus quarantines: While other countries open up, Brazil can't lock down

•   WP: This is how economic pain is distributed in America

•   FT: Lagarde urges eurozone to launch joint fiscal stimulus

•   FT: Germany’s ECB critics toast courtroom success

•   FT: Architect of Sweden’s no-lockdown strategy insists it will pay off

•   FT: Denmark and Norway announce further loosening of lockdown

•   FT: Spain’s deputy PM calls for EU to step up or risk extinction

•   FT: Chinese stranded abroad accuse Beijing of abandoning them

•   FT: Brazil approves quantitative easing to fight coronavirus woes

•   FT: How plot to overthrow Venezuela’s Nicolás Maduro ran aground

•   FT: Effects of coronavirus in children adds to list of Covid-19 unknowns

•   FT: US and China: edging towards a new type of cold war?

•   FT: Fear factor threatens stocks’ Covid-19 fightback

•   FT: New virus outbreaks hamper efforts to reopen global economy

•   FT: Wall St banks’ trading risk surges to highest since 2011

•   FT: Johnson unveils plan to get UK back to work

•   FT: Boris Johnson struggles for clear message on lockdown easing

•   FT: UK splits over Johnson’s new ‘stay alert’ message

•   FT: US officials warn jobless rate could top 20%

•   FT: WeWork’s woes cause mortgage-backed bonds to tumble

•   FT: Three children in New York die of virus-related condition

•   FT: Sweden unlikely to feel economic benefit of no-lockdown approach

•   FT: Millions of Americans to lose insurance as jobless rate soars

•   FT: Eastern Europe senses opportunity in German court ruling

•   FT: Japan declares hot springs and hotels core to national security

•   FT: Asian governments boost dollar borrowing to fight coronavirus

•   FT: Brussels says Britain must engage in full scope of post-Brexit talks

•   FT: Saving the planet the Brexit way

•   FT: Emergency loans for small companies likely to bring rash of defaults, say bankers

•   FT: UK retailers warn of ‘imminent collapse’ without more state help

•   FT: Digital Conference: Global Economic Crisis - What Now?

•   FT: Coronavirus deepens north-south divides in Italy and Spain

•   FT: Multinationals fear rise in protectionism because of pandemic

•   FT: India faces surge in cases as economy forces ease of lockdown

•   FT: Argentina extends deadline for debt restructuring deal

•   FT: Spain to begin limited loosening of coronavirus lockdown

•   FT: Government eyes flexible furlough extension to get UK back to work

•   FT: Risk sentiment whistles past an appalling jobs report

•   FT: Researchers prepare for human challenge trials of Covid-19 vaccine

•   FT: Companies warn over guidance on getting UK back to work

•   FT: How testing fiasco exposed Britain’s flawed virus response

•   FT: How worried should investors be about rising US-China tensions?

•   FT: Argentina on brink of ninth debt default

•   FT: Will it be a downsized Dubai that emerges from pandemic?

•   Bloomberg: U.S. Vice President Is Self-Isolating After Aide Tests Positive for Coronavirus

•   Bloomberg: In Japan, Pandemic Brings Outbreaks of Bullying, Ostracism

•   Bloomberg: Virus Death Toll in Indonesia Nears 1,000

•   Bloomberg: Korea Warns of Sharper Trade Pain That Will Shift Supply Chains

•   Bloomberg: India Reopens Economy But Millions of Workers Stay Home

•   Bloomberg: Hong Kong Police Arrest Protesters, Fire Repellents, Media Says

•   Bloomberg: For Global Markets, Next Test Is Whether Virus Rates Rise Again

•   Bloomberg: What We Don’t Know About Coronavirus Origins Might Kill Us

•   Bloomberg: The Car Is Staging a Comeback, Spurring Oil’s Recovery

•   Bloomberg: Ex-FDA Chief Calls New Covid-19 Antigen Test a ‘Game-Changer’

•   Bloomberg: ‘Hidden’ Defaults Set to Soar as Recession Squeezes Companies

•   Bloomberg: Trump’s Tax Returns Put Supreme Court Back in Political Storm

•   Bloomberg: Bond Market Veers From Historic Rallies to Record-Smashing Sales

•   Bloomberg: Confidence Called Key Ingredient for Robust Post-Covid Economy

•   Bloomberg: In Week Two of the Big Reopen, Half-Empty Bar Feels Like a Win

•   Bloomberg: Fed’s Kashkari Says Worst Is Yet to Come, Congress Must Step Up

•   Bloomberg: IMF Keeps Faith That One of Global Fiscal Outliers Can Beat Odds

•   Bloomberg: More Slog Than Snapback Is Outlook for Europe’s Virus Recovery

•   Bloomberg: Risks Abound in Emerging Markets as Traders Grapple With Shocks

•   Bloomberg: Fed Flying Blind on Economic Outlook as U.S. Slowly Reopens

•   Bloomberg: Costlier Food Hits Latin America’s Poor and Adds to Unrest Risk

•   Bloomberg: Australia Budget Deficit Will Swell to 7.2% of GDP in 2020, 2021

•   Bloomberg: Germany Coronavirus Cases Reported on May 10, 2020

•   Bloomberg: What's Going to Happen to the Pound? Don't Ask Traders

•   Bloomberg: Euro Area’s Small Businesses Fear Pandemic Will Cost Them Loans

•   Bloomberg: Indian States Ease Labor Laws As Economy Reels From Lockdown

•   Bloomberg: Covid-19 Is Affecting Emissions on a Planetary Scale

•   Reuters: Trump 'torn' over U.S.-China trade deal as officials push to fulfill its terms

•   Reuters: U.S. tightens visa rules for Chinese journalists amid coronavirus tensions

•   Reuters: China will strictly prevent rebound of coronavirus outbreak

•   Reuters: 'Europe needs a break': EU plots to restart travel and tourism despite COVID

•   Reuters: Northeast China hit by coronavirus infections, Wuhan reports new case

•   Reuters: Moscow reports 18% more deaths in April than same month last year

•   Reuters: Italy's daily coronavirus death toll and new cases fall

•   Reuters: Poland to announce new election date within two weeks

•   Reuters: Exclusive: Brazil asks mint to work overtime as currency shortage looms

•   Reuters: Saudi Arabia coronavirus cases exceed 35,000

•   Reuters: Latin America's second-biggest airline, Avianca, driven to bankruptcy by coronavirus

•   Reuters: India inflation likely fell to a five-month low in April: Reuters poll

•   Reuters: Brazil's Vale sees a 'very vigorous' economic recovery in China

•   CNN: Economy: The coronavirus collapse could break TrumpPolitics

•   CNN: It could take many years for America's jobs market to recover from this shock

•   CNN: Markets look vulnerable as countries ease lockdowns

•   CNN: Devastating job losses: Here's who got hit the hardest

•   CNN: Gilead may have a breakout coronavirus drug in remdesivir, but how do you market a pandemic treatment?

•   CNN: In China, 80 million may already be out of work. 9 million more will soon be competing for jobs, too

•   CNBC: American companies spent years in an economic boom. Then the coronavirus hit

•   CNBC: Coronavirus: Dr. Fauci will follow 'modified' quarantine

•   CNBC: Coronavirus: US-China tensions increase, Beijing seeks more influence

•   CNBC: China will strictly prevent rebound of coronavirus outbreak

•   CNBC: Kudlow: White House holding informal talks on next steps in coronavirus relief

•   CNBC: US is risking a second coronavirus wave and a depression, economist Mark Zandi warns

•   CNBC: These experts think Tesla’s in a better position than other US automakers to survive the recession

•   CNBC: Why the stock market is up even with historic job losses

•   CNBC: Apple is reportedly starting to build some of its AirPods in Vietnam

•   MarketWatch: A ‘much more severe’ selloff looms in the stock market, strategist warns

•   Fox Business: Pressure ramps up on China after report it withheld coronavirus information

•   Fox Business: Coronavirus recovery will be 'multi-year period': Navarro

•   Fox Business: Coronavirus recovery could be quickest in these cities: report

•   SCMP: China faces looming crisis as pandemic sends unemployment soaring

•   SCMP: Can Malaysia cope with a ‘triple whammy’ economic shock?

•   SCMP: Nations must cooperate to offset economic fallout of Covid-19, ex-PBOC chief says

•   SCMP: Explainer | What measures has China used to combat the economic impact of Covid 19?

•   SCMP: Exclusive | Chinese workers cry foul after being fired by Taiwanese supplier to Nike, Adidas

•   SCMP: China to revive special ‘off-budget bonds’ as pandemic stokes debt dilemma

•   SCMP: China urged to be self-reliant to counter turbulent next five years

•   SCMP: Beijing says car, appliance sales jumped during May Day holiday

•   SCMP: E-commerce, live-streaming are bright spots in China’s retail scene

•   Global Times: China's diplomatic challenges in a world polarized by the pandemic

•   Global Times: What has the Wuhan virus lab done since December?

•   Global Times: US provocations in the South China Sea just a bluff to mask sick fleet

•   Global Times: Blame game is detrimental to all countries

•   Global Times: China to reopen theaters with preorders, limited number of visitors

•   Global Times: China’s central bank signals bolder loosening of financial policies to support economy

•   매경(P1): 탈원전 지속…원전 비중 19%→9%

•   매경: 후퇴 없는 脫원전…비싼 LNG로 대체땐 전기료 급등 불가피

•   매경: [단독] "깨끗하고 효율적 발전 해답은…신재생에너지와 원전의 조화"

•   매경(P1): 청주, 차세대 방사광가속기 따냈다

•   매경: 정부 "코로나 치료제 연말 나올것"

•   매경: 하세월 강남 재건축 `뚝뚝`…`한정판` 강북 신축은 신고가

•   매경(P1): 文 "전국민 고용보험 기초 놓겠다"

•   매경: 文 "한국기업 유턴 유도…과감한 전략 내놓겠다"

•   매경: 코로나發 실업대란에…文 "취약층 고용안전망 한단계 높일것"

•   매경: 文 "北 아직 호응 없지만…계속 설득할 것"

•   매경(P1): 코로나가 촉발한 탈규제, 2차 팬데믹 前 입법화를

•   매경: 언택트 규제만 풀어도 일자리 47만개…낡은 족쇄 과감히 수술

•   매경: 일상이 된 재택·유연근무…`주52시간` 운영에 자율성 더 줘야

•   매경: 규제 만든뒤 피해 커지자 혈세 투입…`제2 화평법` 나와선 안돼

•   매경: `바운스백 코리아` 시리즈, 韓사회에 혁신 화두 던졌다

•   매경: "공급·수요 다 무너진 초유 위기…대공황때보다 더 큰 뉴딜 필요"

•   매경(P1): 재난지원금 카드 신청 11일부터 온라인으로

•   매경: 가구주 카드에 포인트 지급…거주 광역시·도에서만 사용 가능

•   매경: 정부 `쌈짓돈` 고용보험기금…출산장려·청년지원에 `펑펑`

•   매경: "올해 세수 부족 30조원"…국가채무도 역대 최대

•   매경: "삼성에 LCD 납품"…中·日·대만 무한경쟁

•   매경: 삼성·LG전자 가전 판매 숨통…북미·유럽 최대 유통社 `재오픈`

•   매경: 어떤폰 고를까…중저가 스마트폰 `5월 대격돌`

•   매경: 코로나 의료품 신속보급 3D프린팅 제품 눈길

•   매경: 코로나 최대 타격 中企업종은 섬유제조업

•   매경: 삼성전자 주주 136만명 액면분할 2년만에 5.7배↑

•   매경: 강남 급매 소진…지방 현금부자가 주워담아

•   한경: 원전업체들 울분 "산업 죽이고 中 신재생업체들만 돕는 꼴"

•   한경: 신재생에너지 비중 40% 달성한다지만…곳곳에 암초

•   한경: 국토부, 法 개정 검토…"과열 수주경쟁 제재"

•   한경: 코로나 혈장치료제 개발 위해 '글로벌 연합군' 결성

•   한경: UAE 현장 덮친 코로나…삼성엔지니어링 한국인 15명 확진

•   한경: 구조조정 속도 내는 두산…핵심 모트롤BG 공개매각

•   한경: 전기차株 투자…LG화학보다 현대차가 낫다?

•   한경: 2차 소상공인 긴급대출…정부가 95% 일괄 보증

•   한경: 커지는 D의 공포…韓銀, 제로금리 카드 꺼내나

•   한경: [단독] 현대車 차세대 전기차…충전 15분·실내 팰리세이드급

•   한경: 셀트리온, 유럽서도 코로나 치료제 임상 추진

•   한경: 이달 말부터 국민 8000명 코로나 항체 검사

•   한경: 로봇이 치킨 튀기고 커피 내리고…'요리봇' 도입 확산

•   한경: '박스피' 탈출?…"환율 안정·실적 바닥 확인돼야"

•   한경: 원유·에너지주 투자 뜨겁지만…"저유가 오래갈 수도" 경고 솔솔

•   한경: SK에너지, 미얀마 정부에 진단키트 지원

•   한경: "분양가 상한제 시행 전 서두르자"…수도권 재개발서 7521가구 쏟아진다

•   한경: 분양시장은 '신바람'…주택매매는 '찬바람'

•   서경(P1): 지방銀 중기 연체율 최고 3배 더 뛰었다

•   서경: 코로나에 지방銀 더 타격...윤석헌 우려 현실로

•   서경: 박스피에 개미들 지쳤나···'단타 상품' 인버스·레버리지서 손 턴다

•   서경: [시그널] 한숨 돌린 자금시장, 이달 회사채 발행 줄잇는다

•   서경(P1): 文 '선도형 경제'에 노동 선진화는 없었다

•   서경(P1): 정부, 한국판 뉴딜·민자SOC 등 8조 추가 발굴

•   서경: 포스트 코로나 시대 '노동유연화-사회안전망' 두 바퀴로 가야

•   서경: 국민취업지원제-전국민 고용보험 분리, 재원 등 고려 섬세한 설계 필요

•   서경: 코로나 생활고?···주담대 두달연속 4조↑

•   서경: [단독] 버티던 포스코마저 결국 철강생산 줄인다

•   서경: [시그널] C쇼크에···구조조정 펀드 1조 추가 조성

•   서경: 또 엇갈린 서울 입주물량 전망···여전히 공급 충분?

•   조선(P1): 코로나 이전 절대 못 돌아간다… 잃어버린 10% 경제

•   조선: 중국, 거리엔 사람 넘쳐나지만… 연휴소비 작년보다 60% 줄었다

•   조선: 글로벌 車시장, 年9000만대 팔던 시절 다시는 안온다

•   조선: 코로나 또 덮칠라… 시장은 열려도 지갑은 다 안열려

•   조선(P1): 그날밤 이태원 2000명, 추적도 안된다

•   조선(P1): 美, 원전산업 살리기 나섰다 "中·러 수출시장 장악 막아야"

※   NFWG: Restoring America's Competitive Nuclear Energy Advantage: A strategy to assure US National Security

•   조선(P1): "과도한 돈풀기와 환율 폭등 겹치면 한국 최악의 결과"

•   조선: 클럽 폐쇄한 주말… 술집 대기줄 50m, 재즈바선 춤파티

•   조선: 병원·백화점·IT업체·軍·사우나… 정은경 "전파속도 굉장히 빠르다"

•   조선: 어느새 테슬라가… 수입차 시장 3위

•   조선: 코로나 폭락장서 자사주 매입, 성공한 회장님들

•   조선: 애플은 더 싸게 내놓고, 교체수요는 뚝… 위기의 삼성폰

•   조선: 깜짝 실적에도… 4대 은행 "부실 채권 쓰나미 온다" 비상

•   중앙(P1): 기업 5%만 돌아와도 일자리 13만개 생긴다

•   중앙: 코로나 리스크 돌파 해법…중국·동남아 진출 국내 기업에 ‘컴백 홈 특혜’ 허하라

•   중앙: ‘세계의 공장’ 중국, 성장 근간 흔들릴까 우려

•   중앙: 비임금근로자 ‘제2 고용보험’ 만들어 사각지대 줄여야

•   중앙: 미래도시엔 자율주행로봇이 땅속 전용도로 누빌 수도

•   중앙: “큰 정부, 보호무역, 국수주의 도래…코로나 이전 못 돌아가”

•   중앙: "백신 결과 6개월 내 기대, 특정국 독점 안 돼"

•   중앙: “비용 절감보다 안전·신뢰···한국 '소부장' 글로벌 허브 기회”

•   동아: 두산重 2000명 추가 명퇴 접수

•   동아(P1): “13일 고3 등교 여부, 역학조사 결과 보고 결정”

•   동아: 분배 중시 ‘학현학파’ 전성시대… 소주성-확장재정 드라이브[인사이드&인사이트]

•   동아: 블룸버그硏 “한국 코로나 선방… 올 성장률 ―0.1%”

•   문화(P1): 北, 中엔 ‘코로나 親書’… 南엔 합동훈련 ‘비난 담화’

•   문화: <로컬인사이드>10㎏물건 10㎞까지… 전남, 섬마을 62곳 내년‘드론 택배’띄운다

•   한국(P1): [文정부 3년, 긴급 제언] 산업 맞춤형 규제 완화로 ‘코로나 경제위기’ 넘자

•   서울: [단독] 崔감사원장 “이러다 4대강 꼴 난다…” ‘월성1호기 조기 폐쇄’ 위원과 충돌

•   세계(P1): 상승률 20년 만에 최저… 근원물가 마이너스 위기

•   한겨레: ‘한국판 뉴딜’에는 왜 ‘그린’이 빠져 있을까

•   머니투데이(P1): 벌써 들썩이는 '용산', 이번주 토지거래허가구역 지정

•   머니투데이(P1): [단독]원유ETF·ETN 액면병합 추진…변동성 낮추기 고육지책

•   머니투데이: 전문가들 "디지털뉴딜 옳은 방향, 과감한 발상전환도"

•   머니투데이: “코로나 지원금 효과...선별 지급이 전체 지급의 8.5배”

•   머니투데이: 中 저가 TV 국내 상륙 본격화…"75형이 삼성·LG 반값"

•   머니투데이: 해외 연기금도 돈싸들고 와서…요즘 황금알 낳는 물류센터

•   머니투데이: [단독]검찰, '두산중공업' 공정위와 공조수사 검토…첫 사례 되나

•   헤럴드경제(P1): 한국 ‘코로나 S·O·S’ 뉴택트 주도하라

•   헤럴드경제(P1): 코로나發 소득감소 가속화 우려

•   헤럴드경제(P1): ‘한방 노린’ 개미들, 아찔한 줄타기

•   헤럴드경제(P1): 외인, 한국채권 투자 열풍

•   헤럴드경제: ‘건너뛰면 망작?’…갤럭시 징크스

•   헤럴드경제: 5060대도 ‘광클’ 합류…‘언택트 시대’ 온라인 쇼핑 초고속 성장

•   헤럴드경제: 경기반등 앞으로 1~2개월이 ‘중대 고비’

•   헤럴드경제: [단독] 7월부터 ‘예타 면제’ 꼼수 차단…‘제2의 재난지원금’ 사실상 폐기

•   헤럴드경제: 이달말 기아차 광주2공장 또 멈춘다

•   파이낸셜뉴스(P1): 6억~9억 아파트도 거래 실종… 5개월새 '10분의 1토막'

•   파이낸셜뉴스(P1): 기업 코로나 쇼크, 1분기 '짠내 배당'

•   파이낸셜뉴스: '물 건너간' 종부세 인상, 서울 집값 하락세에 브레이크 걸까 [부동산시장 꿈틀]

•   파이낸셜뉴스: "매출 95% 넘게 줄어…반값 임대료에도 살아남기 힘들다" [코로나19 대진단 산업지형이 바뀐다]

•   파이낸셜뉴스: "국내 항공업계, 코로나 피해 5월 절정… 사업면허로 돈 버는 시대 갔다" [코로나19 대진단 산업지형이 바뀐다]

•   파이낸셜뉴스: "코오롱의 비밀병기 CPI, 세계 첫 양산까지 13년 걸렸죠" [현장르포]

•   파이낸셜뉴스: '코로나 직격탄' 완성차업계 5월도 보릿고개

•   아시아경제: 갈수록 커지는 삼성의 폰 디스플레이 영향력

•   아시아경제: [금융권 부실 경고등] 은행, '부동산 대출' 하반기 폭탄 우려

•   아시아경제: [금융권 부실 경고등]저축銀, '음식·숙박업 대출' 리스크 부담

•   아시아경제: [금융권 부실 경고등]중·저신용 대출 곳곳서 우려↑

•   아시아경제: 서울 상위 20% 집값 꺾였지만…전국 집값 양극화는 '역대급'

•   아시아경제: ‘매각설’ 두산 솔루스·퓨얼셀 실적 증가 기대감…제 몸값에 팔리나

•   디지털타임스(P1): 국민 1인당 국가채무 1500만원 육박

•   디지털타임스(P1): 기업 70% "코로나에 영업익 20% 감소할 듯"

•   이데일리: 반등하던 소비심리…이태원發 코로나가 찬물 끼얹나

•   이데일리: 홍남기에 "만나자" 손내민 민노총…최악 고용위기에 사회적대화 '기지개

•   이데일리: 코로나19에 빚내는 상장사 늘었다

•   이데일리: 이커머스 배송전쟁에…재미보는 물류리츠

•   이데일리: [팩트체크]두산중공업의 부실은 정말 탈원전 때문일까

•   이데일리: [팩트체크]①10년 흑자낸 두산중공업이 부실기업 된 이유는?

•   이데일리: [팩트체크]②두산중공업의 또다른 부실 도화선 '수주 부진'

•   이데일리: [팩트체크]③탈원전 없었어도 두산중공업 흑자전환 역부족

•   이데일리: 두산, ‘두산솔루스’ 매각 추진 미확정

•   뉴스핌: 부산경남미래정책 "두산重, 두산밥콕 활용한 제3의 길 찾아야"

•   뉴스토마토: (대한민국 재벌 신뢰지수)①재벌신뢰도 양극화…LG, 17회 연속 1위

•   뉴스토마토: (대한민국 재벌 신뢰지수)②삼성, '가장 신뢰하는 재벌' 굳혔다

•   뉴스토마토: (대한민국 재벌 신뢰지수)③이재용 삼성전자 부회장 신뢰도 '高高'

•   이투데이: 두산솔루스, 5GㆍOLEDㆍ전기차로 성장 ‘목표가↑’-하나금융

•   이투데이: 기업 위기에 자산매각ㆍ유증 쏟아지는데…효과는?

•   이투데이: 두산인프라코어ㆍ퓨얼셀, 2분기 실적개선 자신…두산그룹 숨통 틔워줄까

•   이투데이: 유럽 전기차 생산 재개 속도…국내 배터리사 점유율 확대 박차

•   이투데이: 에스에너지, 제주도 태양광 발전사업 추가 수주

•   머니S: 테슬라도 선택한 韓 전기차 배터리… 세계 정상 '우뚝'

•   머니S: "배터리업계 잘 나가나했더니…" LG화학-SK이노 '자중지란'

•   글로벌이코노믹: '벼랑끝 위기' 두산중공업 등 떠미는 환경단체

•   이뉴스투데이: 금융지원 무임승차 두산家, 과거 STX·동부 자본잠식 5~10배

•   EBN: 잘나가는 두산인프라코어 매각설 '솔솔'...현실성은 "글쎄"

•   아시아투데이: “두산솔루스, 투자자 관심은 매각에 집중 전망”

•   아이뉴스24: [총수 1년] 박정원 회장, '미래두산' 차질…두산重 정상화 과제

•   폴리뉴스: [단독] 재건축 시장, 뿔난 소비자들 ‘집단소송’… 금호산업 시공사 박탈 ‘위기’

•   reNews: BP eyes renewables-powered Oz hydrogen plant

•   reNews: Siemens unveils plan to list merged wind business

•   FuelCellsWorks: FuelCell Energy Celebrates Significant 10 Million MWH Milestone; Provides Clean, Resilient, Secure Power across Multiple Applications - FuelCellsWorks

•   For Construction Pros: How Contractors and Dealers Continue to Work Together Safely & Efficiently During the COVID Crisis

•   For Construction Pros: Why the ‘Essential’ Construction Business is Setting Records For Steep Decline

•   건설경제: ESG 전성시대…금융권 투자 전통인프라 지고 신재생 뜬다

•   OilPrice.com: Venezuela's Oil Production Crippled By Another Power Outage

•   OilPrice.com: Sanctioned Businessman Helps Maduro With Iran Oil Scheme

•   OilPrice.com: The One Factor That Will Determine The Size Of India's LNG Boom

•   MINING.com: New technology promises to be game-changer in the extraction of rare earths

•   MINING.com: Chile’s Mining Minister promotes use of copper to fight covid-19

•   CNET: How iPhone SE compares to other 2020 budget phones: Pixel 3A, Galaxy S10E, Galaxy A51

•   CNET: Apple opening some US stores next week, with new social distancing rules

•   MIT News: An innovation plan to beat Covid-19 | MIT News

•   전자신문(P1): "포기한 줄 알았는데…" 中 푸젠진화, D램 개발 '재시동'

•   전자신문: [포스트 코로나 '디지털 뉴딜 시대' 열자]촘촘한 5G 전국망, 방방곡곡 혁신 산소 공급 '대동맥'

•   전자신문: [포스트 코로나 '디지털 뉴딜 시대' 열자]글로벌 5G 시장 전망은

•   Phone Arena: Latest Apple iPhone 12 leaks: 120Hz ProMotion, 5G, larger batteries, improved cameras and more

•   Phone Arena: Apple iPhone 11 is hot stuff in India

•   Robotics & Automation News: Are You Ready to Survive the Future of Manufacturing?

•   Robotics & Automation News: Inspection and Diagnostic Robots: What they Mean for Society

•   Robotics Business Review: China Source of 50% of Collaborative Robotics Shipments by 2023

•   Nikkei Asian Review: Japan looks to lift emergency declaration in most regions

•   Nikkei Asian Review: Sony to develop avatar robot with ANA startup

•   Nikkei Asian Review: Japan targets 400,000 coronavirus antigen tests weekly

•   Nikkei Asian Review: Japanese builder's methods mean faster, cheaper bridges in Asia

•   Nikkei Asian Review: Malaysia factories spring back to life for Japanese electronics

•   Mainichi: Virus-hit Japan inns helped by advanced payments for future stays

•   Mainichi: Panasonic ready to deploy sterilization robot in coronavirus battle

•   Mainichi: New car sales of Toyota up in China in April amid easing virus fears

•   Economic Times: India to take on offshore currency markets amid virus tumult

•   Economic Times: Chinese ZTE cuts down 30% jobs in India

•   Economic Times: India Inc panel to pick up sectors to floor manufacturing pedal

•   Economic Times: Lockdown exit plan for May 17: Govt may ready a negative list of prohibited activities

•   Economic Times: View: Economic revival depends not just on money, but also on faith

•   Business Standard: Nomura predicts Indian GDP to contract by 5.2% in FY21, more rate cuts

•   Business Standard: Govt hikes borrowing limit by over 50% to Rs 12 trn as virus grips economy

•   Business Standard: Export contraction in April could surpass March's steep 25-year decline

•   Business Standard: Lockdown 3.0: Pharma hubs take extra precaution to tame Covid-19 outbreak

•   Business Standard: Covid-19 Factoid: India's recovery rate improves to 30% from 10% in April

•   Business Standard: Bond yields expected to jump 15-20 bps on govt's extra borrowing

•   Business Standard: Covid-19 woes: Phone majors ring in post-lockdown drill as plants reopen

•   Hindustan Times: Covid-19: India needs large fiscal stimulus, says former World Bank chief economist Kaushik Basu

•   Hindustan Times: Covid-19: India needs large fiscal stimulus, says former World Bank chief economist Kaushik Basu

•   Folha de S.Paulo: Brazil Has 610 New Deaths from Coronavirus; Total Is 9,146 Deaths

•   Folha de S.Paulo: Bolsonaro, Guedes and Business Leaders Go to the Supreme Court to End the Isolation against Coronavirus

•   Moscow Times: Will Telegram Ever Launch Planned $1.7Bln Blockchain Project?

•   Jakarta Post: Indonesia, Australia to implement comprehensive economic partnership agreement on July 5

•   Jakarta Post: Government scraps plan of issuing $30 billion worth of ‘pandemic bonds’

•   Jakarta Post: AIIB to provide $1b loan for Indonesia COVID-19 response

•   Jakarta Post: Consumer spending to contract in 2020 as pessimism takes hold

•   Jakarta Post: Fitch sees deeper recession, cuts Indonesia’s GDP forecast

•   Jakarta Post: COVID-19 behind decline in corporate bond issuances, analysts say

•   Jakarta Post: PLN admits new calculation method causes increase in electricity bills

•   Jakarta Post: Bank Indonesia allocates $8.25 billion to buy government bonds

•   Viet Nam News: PM calls for greater efforts to achieve growth of over 5 percent this year

•   Viet Nam News: PM asks nation to save electricity

•   Myanmar Times: Myanmar opts for limited stimulus to counter pandemic

[Opinions]

•   Project Syndicate(Katharina Pistor): Germany’s Constitutional Court Goes Rogue

•   Project Syndicate(Koichi Hamada): Keeping Up with the Fed

•   Project Syndicate(Steve Hollingworth): Global Poverty’s Sputnik Moment

•   FT(Editorial Board): India must now help its people back to work

•   FT(Editorial Board): Free markets must be protected through the pandemic

•   FT(Rana Foroohar): Gambling on US equities is becoming more difficult

•   FT(Wolfgang Münchau): The ECB is deluding itself over German court ruling

•   FT(Robert Shrimsley): How this crisis will take us all back to the 1970s

•   FT(Edward Luce): Dropping Flynn case turns Bill Barr into Donald Trump’s political sword

•   FT(Thomas Huertas): Here is how banks can help save the economy

•   FT(Jack Scannell): How to pick a real winner in the Covid-19 vaccine race

•   FT(Camilla Cavendish): The old are not equally vulnerable to Covid-19

•   FT(Anneliese Dodds): A plan to guide the UK safely out of lockdown 

•   FT(Richard Layard): How to save pandemic survivors from unemployment

•   FT(John Dizard): Too much cash is chasing too few desirable assets

•   FT(Robert Armstrong): Debt relief for US consumers leaves investors flying blind

•   FT(John Plender): Markets should beware this morally hazardous approach to policymaking

•   FT(Bryce Elder): The next round of Covid-19 fundraisings will not be as smooth

•   FT(Tim Harford): The statistical detective work required to ease lockdown

•   FT(Lex): Robots/Covid-19: automation rations

•   WSJ(Elbridge Colby, A. Wess Mitchell): Containing China Will Be Complicated

•   WSJ(Nabil Al-Khowaiter): Who Needs Oil When Even OPEC Telecommutes?

•   WSJ(Scott Gottlieb): Antibody Knowledge Can Be Power

•   NYT(Thomas L. Friedman): Has Trump Decided We Will Follow Sweden and Just Not Told Us?

•   WP(Editorial Board): The next pandemic-response bill is likely to be the hardest-fought politically

•   WP(Dana Milbank): Other countries are winning against the virus. We are quitting.

•   WP(David Von Drehle): Why people believe in a ‘plandemic’

•   WP(Kathleen Parker): The coronavirus has helped us finally see China for what it is

•   WP(Leana S. Wen): Six flaws in the arguments for reopening

•   WP(Betsey Stevenson): The job numbers are horrible. But there’s more to this story.

•   WP(Andrei Kolesnikov): Facing a dim present, Putin turns back to glorious Stalin

•   WP(Mark Siedner, Alyssa Letourneau, Rochelle Walensky): The new covid-19 drug leaves doctors with more questions than answers

•   Bloomberg(Mohamed A. El-Erian): Markets Want Negative Rates Despite Unexpected Fed Gift

•   Bloomberg(Daniel Moss): When the End of Economic Perfection Spells Revolution

•   Bloomberg(David Fickling): The Hydrogen Economy's Time Is Approaching

•   Bloomberg(Conor Sen): Georgia’s Fast Reopening Is Going Pretty Slowly

•   Bloomberg(Justin Fox): Even the Essential Industries Aren’t Adding That Many Jobs

•   Bloomberg(Noah Smith): Jobless Benefits May Be the Intended Victim of Fast Reopenings

•   Bloomberg(Mac Margolis): For Argentina, Coronavirus Is a Matter of Life or Debt

•   Bloomberg(Liam Denning, Nathaniel Bullard): Negative Oil Is Positive for Clean Power

•   Bloomberg(John Authers): Coronavirus Is Attacking Our Political Weak Spots

•   Bloomberg(Julian Lee): Don't Mistake Higher Oil Prices for a License to Pump

•   Bloomberg(Brooke Sutherland): Why Do Things Always Seem Worse at GE?

•   Bloomberg(Anjani Trivedi): This Is No Time to Play Games With China Savers

•   Bloomberg(Jonathan Bernstein): As the Crisis Worsens, Donald Trump Dithers

•   Bloomberg(Eli Lake): Iran Is Losing Its Grip in Iraq

•   Bloomberg(Dan Wang): Why America Can Make Semiconductors But Not Swabs

•   CNBC(Frederick Kempe): EU faces historic test of revance as anniversary takes place during coronavirus

•   CNBC(Michael K. Farr): Markets rising as economic numbers plunge is historically a setup for disappointment

•   CNN(Julian Zelizer): 'It's the economy, stupid' all over again

•   MarketWatch(Mark Hulbert): Here’s why those skimpy bond yields are actually higher than average

•   MarketWatch(Satyajit Das): Why dividend income will evaporate in the post-coronavirus market

•   한경(허원순): [천자 칼럼] '전력은 배달산업'

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