Business Intelligence Monitor 200512

(Introduction)

[Markets]

•   Global: Global equities markets waver, bonds dip on fears of second wave of infections

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 외인·기관 매도에 하락…1,930대로 후퇴

•   한국: 매각 기대?...두산퓨얼셀 · 두산솔루스 등 두산계열 주가 '급등'

•   India: India Bonds Drop by Most Since 2017 on Modi’s New Borrowing

•   Metals: Copper prices hit 8-week high on China demand hopes

•   Grains: Soy hits 3-1/2 week high on export demand; USDA data awaited

[Indicators]

•   US Apr. Construction employment: Nonresidential Construction Employment Sees Record Loss in April, Says ABC

•   China Apr. Car sales: Car sales in China mark first gain in almost two years as coronavirus curbs ease

•   China Apr. New yuan loans: China’s banks beat expectations with 1.7 trillion yuan of new loans in April

•   한국 4월 노동시장 동향: 코로나발 충격에 4월 실업급여 1조원…월 기준 역대 최대

※   이데일리: "90년대생은 오지 않는다"…고용빙하기 2030이 가장 추웠다

※   이데일리: "계약직만 뽑아요"…코로나사태에 사라진 청년 일자리

•   한국 4월 외국인 증권 투자 동향: 4월 韓주식 5조 판 외국인, 채권은 7조원어치 사들여

•   한국 5월 1~10일 수출: 5월 1∼10일 수출 46.3%↓…일평균 기준 30.2%↓

※   머니투데이: "배 띄워도 보낼 곳 없네" 재계 2Q 쇼크 엄살 아니었다

•   Japan Mar. GDP(JCER est.): Japan's GDP shrinks 3.5% in March amid pandemic: JCER

•   India Weekly Employment : Jobless rate drops as govt lifts some curbs on economic activity

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Economists Expect Recovery Will Be More of a ‘Swoosh’ Than V-Shaped

•   WSJ: U.S. Coronavirus Deaths Top 80,000 as States Expand Moves to Reopen

•   WSJ: Bill Gates Has Regrets

•   WSJ: White House Directs Officials to Wear Masks at All Times Inside the West Wing

•   WSJ: Investment Between U.S. and China Falls

•   WSJ: Mnuchin Supports Changes to Small-Business Aid Program

•   WSJ: Fed Survey Finds Big Deterioration in Consumer Views

•   WSJ: Newsletter: From Furloughs to Factory Closings

•   WSJ: Musk Says Tesla Is Restarting Production, Defying Local Order

•   WSJ: Wall Street Bets Virus Meltdown Gives Landlords a Chance to Grow

•   WSJ: Reopening the Coronavirus-Era Office

•   NYT: As States Rush to Reopen, Scientists Fear a Coronavirus Comeback

•   NYT: A Coronavirus Mystery Explained: Moscow Has 1,700 Extra Deaths

•   NYT: Why Economic Pain Could Persist Even After the Pandemic Is Contained

•   NYT: Natural Gas Exports Slow as Pandemic Reduces Global Demand

•   NYT: As Banks Stumble in Delivering Aid, Congress Weighs Other Options

•   WP: Finding a vaccine won’t be enough to end pandemic

•   WP: How accurate is Trump’s rosy picture of the spread of the coronavirus?

•   WP: Children’s National reports two cases of rare illness in children with covid-19

•   FT: New York poised to begin reopening as new cases fall

•   FT: Aides to Venezuela’s Guaidó quit over plan to topple Maduro

•   FT: Boris Johnson draws criticism over return to work guidance

•   FT: UK publishes plan for gradual lockdown easing

•   FT: UK government battles backlash over lockdown easing plans

•   FT: Saudis to make further oil supply cut to ‘encourage’ peers

•   FT: German employers slash jobs as coronavirus lay-offs mount

•   FT: French government warns no return to normal yet as lockdown eases

•   FT: Wuhan reports first new cases since end of lockdown

•   FT: EU trade chief seeks revived talks to close transatlantic rift

•   FT: Turkey ends ban on three foreign banks in currency spat

•   FT: Moody’s warns of sharp pick-up in EM corporate debt defaults

•   FT: Male blue-collar workers ‘twice as likely to die from Covid-19’

•   FT: Coronavirus hit household spending much harder than BoE assumed

•   FT: Twin shocks threaten Saudi crown prince’s reform plans

•   FT: France’s far west braced for economic fallout from pandemic

•   FT: Asia’s busy investors seek opportunities beyond China

•   FT: Paris, Texas, offers a cautionary tale on reopening America

•   FT: Running out of road: rental car groups fight for survival

•   FT: Coronavirus crisis: does value investing still make sense?

•   FT: Lower electricity use in lockdown leads to problems for National Grid

•   FT: Six stories from small British businesses battling coronavirus

•   Bloomberg: Japan Nears End to Its Loose Lockdown With Drop in Virus Cases

•   Bloomberg: Japan’s Abe Follows Trump in Fast Drug Approvals After Criticism

•   Bloomberg: Thailand’s Slump Pushes Spreads on Risky Bonds to a Decade-High

•   Bloomberg: Australia Set to Regain 60% of GDP Lost Once Restrictions Eased

•   Bloomberg: All the Covid-19 Symptoms You Didn’t Know About

•   Bloomberg: Central Bankers Adopt Scenario Forecasting for Post-Virus World

•   Bloomberg: India Considers Reopening Skies for Commercial Flights Next Week

•   Bloomberg: Fed Officials Push Back On Market View Rates May Go Negative

•   Bloomberg: China’s Brokers Raise Record Short-Term Debt in Leverage Spree

•   Bloomberg: EU’s Most Virus-Shielded Member Seen Headed for U-Shaped Rebound

•   Bloomberg: Scarred and Scared, the Reshaping of American Consumers Begins

•   Bloomberg: Virus Crisis Augurs an Inflation Breakout, Morgan Stanley Says

•   Bloomberg: Who's Hiring During Coronavirus: Supercenters, Central Banks and Messengers

•   Bloomberg: Canada Offers Bridge Loans to Big Firms in Widening Rescue

•   Bloomberg: Cities, States Tapping $500 Billion Fed Fund Face Penalty

•   Bloomberg: U.K. Considers Extending Furlough Program Through September

•   Bloomberg: U.S. Economic Collapse Decelerates Slightly: Recovery Tracker

•   Bloomberg: Argentina Extends $65 Billion Offer After Bondholders Balk

•   Bloomberg: Never Mind Trump. On China, It’s Elon Musk You Need to Watch

•   Bloomberg: Indonesia’s Economy Hit by Virus Domino Effect, Indrawati Says

•   Bloomberg: Big Oil Earnings Battered By Virus, But Worst is Yet to Come

•   Bloomberg: Goldman Says Tariffs Are Key Metric for Yuan in U.S.-China Rift

•   Bloomberg: Goldman Says Stocks Due for 18% Drop After Rally Driven by FOMO

•   Bloomberg: VW Steps Up Efforts to Lure German Buyers Back to Showrooms

•   Bloomberg: Gilead's Covid-19 Drug Remdesivir Seen in Short Supply in U.S.

•   Bloomberg: Oil Crash Couldn’t Have Come at a Better Time for India’s Rupee

•   Bloomberg: Traffic Jams Return in Europe as Lockdowns Ease

•   Bloomberg: Hot U.S. Solar Market Fizzles, an Unlikely Oil-Bust Casualty

•   Bloomberg: Future Warming Arriving Earlier Than Expected, Study Finds

•   Bloomberg: Japan Set to Limit Foreign Investing in Half of Listed Firms

•   Bloomberg: To Avoid Battery Metal Pinch, Carmakers Urged to Invest in Mines

•   Reuters: Trump says not in favor of reopening China trade deal

•   Reuters: Russia's Putin orders gradual easing of coronavirus lockdown despite surge in cases

•   Reuters: Coronavirus cases in Gulf Arab region surpass 100,000

•   Reuters: Exclusive: Toyota to cut North American output by 29% through October

•   Reuters: Chile mining trade group sees copper supply glut of 200,000 tonnes in 2020

•   CNBC: Coronavirus: Trump advisor Navarro threatens retaliation against China

•   CNBC: Saudi Arabia's austerity drive 'decisive and necessary,' but could delay a consumer recovery

•   CNBC: WHO warns that coronavirus cases have jumped in countries that eased lockdowns

•   CNBC: Coronavirus: Goldman Sachs warns jet fuel demand may never recover

•   CNBC: Coronavirus: impact on UK house prices

•   CNBC: Mnuchin says he’s comfortable spending $3 trillion because Treasury can lock in very low rates

•   CNBC: The Fed thawed debt market and big companies built a $500 billion war chest to fight the virus

•   CNBC: Coronavirus: Wealth taxes may be rolled out globally, economist says

•   MarketWatch: Why the stock market rally is actually signaling an ‘abnormal’ economic recovery, not a V-shaped coronavirus rebound

•   Fox Business: Morgan Stanley forecasts what US economy's recovery will look like

•   SCMP: China could face isolation in post-coronavirus world, warns ex-trade chief

•   SCMP: Are China’s pockets deep enough to handle an unemployment crisis?

•   SCMP: Nobody knows Japan’s true coronavirus numbers, expert warns

•   Global Times: Will China-US decoupling continue after COVID-19?

•   매경(P1): [뉴스&분석] 고질적 수도권규제…`리쇼어링` 막힌다

•   매경: "주52시간 하나 못고치는데…기업, 한국으로 돌아오겠나"

•   매경: 치솟은 임금·강화된 환경규제…떠나게 했던 이유 그대로

•   매경: "인건비 부담에 국내복귀 주저…개성공단 재가동땐 호응 클것"

•   매경(P1): 수도권 분양권, 입주때까지 못판다

•   매경(P1): "특수고용직·예술인 고용보험 연내 가입"

•   매경: 캐디·요기요 배달원 등 전속성 강한 `특고` 고용보험 우선 편입

•   매경: 고용보험법 개정안 `특고`는 다음 국회로

•   매경(P1): 원포인트 사회적대화…한국노총, 참여키로

•   매경: 코로나에 떠는 기업들 다시 재택근무

•   매경: `코로나 충당금` 美·유럽은 순익 2배 쌓는데…韓금융은 제자리

•   매경: 충당금 안쌓고 실적 선방한 금융사…지배구조 다지려는 노림수?

•   매경: "리스크 관리 양호하지만 앞으론 충당금 더 쌓아야"

•   매경: "코로나 치료제 개발하면 원가에 공급"

•   매경: 한국판 뉴딜에…5G 부품주 `두근두근`

•   매경: "부동산 그림자금융 조심하세요"

•   한경: 전윤철 전 부총리 "경쟁과 혁신 없으면 우리 경제는 망한다"

•   한경: K방역처럼 K경제 일으키려면…규제 확 풀어 기업인들 뛰게 해야

•   한경: 법인이 주택 살 때 자금출처 들여다본다

•   한경: 産銀·신보 등 정책금융기관에 '사상 최대' 10조원 자금 투입

•   한경: 정부 태양광 드라이브에…전문가들 '오리 출현' 경고

•   한경: 5대그룹 임원들, 재난지원금 기부한다

•   한경: "임원은 재난지원금 받지 말라고요?"

•   한경: '잘하는 분야' 집중한 LG이노텍…기판소재 키워 코로나 와중에 흑자전환

•   한경: '디지털 뉴딜' 한다면서…또 규제 만드는 정부

•   한경: [김상무 & 이부장] 영어이름 부른다고 서열문화가 사라질까

•   한경: 요리·배달·객실 청소까지…'언택트 시대' 일상이 된 로봇

•   서경(P1): [시그널] 두산타워, 7000억에 매각한다

•   서경(P1): 日도 "반도체 자급자족"···자국중심주의 확산

•   서경: 재난지원금 신청 첫날 171만가구서 1.1조 접수

•   서경: 변죽만 울린 규제혁신...'이익집단 벽' 뚫을 결단 필요

•   서경: 재정준칙 마련해 나랏빚 증가 제어해야

•   서경: 정부, 혁신성장 외치지만...업투자 稅지원책 '깜깜'

•   서경: 수출길 막힌 국산차, 내수시장으로 핸들 돌렸다

•   서경: 美, TSMC 공장 유치 추진···고민빠진 삼성

•   서경: 北김정은, 또 열흘째 잠적

•   조선: 해외 나간 기업들 "한국 高임금 부담, 컴백 못한다"

•   조선비즈: 중국서 LNG 싹쓸이 한다는데... 비싼 LNG 늘리겠다는 정부

•   중앙: 기름값 사상 최저인데 배터리·전기차 질주의 역설

•   중앙: 해외공장 거의 정상화했지만…답답한 현대·기아차

•   동아(P1): 클럽發 감염확산에 등교 1주 연기

•   동아(P1): ‘이태원 클럽’ 연락두절 3112명… 휴대전화 위치추적

•   동아(P1): [단독]3차 추경 위해 국방예산 7000억 또 줄인다

•   동아: 이태원 또다른 클럽서도 확진… ‘손자→외할머니’ 2차 감염도

•   동아: 징용판결 日기업 자산 현금화, 상반기 진행 어려울듯

•   문화: <脫원전 후폭풍>국내최대 철원 태양광 모듈도 중국産… 中만 배불린 탈원전

•   문화: <脫원전 후폭풍>원전 생태계 붕괴… 두산重 협력사 매출 38% ‘뚝’

•   문화: 포스트코로나 142개 사업… 국가R&D 예산 배분 착수

•   문화: 3기 신도시 ‘언택트 트렌드’ 반영… 용지계획도 융·복합으로

•   국민: ‘에너지 전환’ 3년, 성과 없고 태양광산업은 중국이 장악

•   머니투데이(P1): 이재명 "기본소득, 저성장 시대 '수요 진작' 수단"

•   머니투데이: 이재명 "수요 살아야 경기 살아…국토보유세로 기본소득 재원 만들자"

•   머니투데이: 코로나 경제위기 극복하려면…"대규모 재정투자가 답"

•   머니투데이: "코로나19 백신 나오면 2021년 강한 경기 반등"

•   머니투데이: 코로나19로 경기불안해도 국내 설비투자 증가하는 이유

•   헤럴드경제(P1): 경제는 디플레 자산은 인플레…‘두 얼굴’ 금융

•   헤럴드경제(P1): [알림] ‘코로나19 이후 주택시장’ 방향을 제시합니다

•   헤럴드경제: 첫번째 투자기준 ‘언택트’…유동성 좋으면 ‘금상첨화’

•   헤럴드경제: 주택시장 짙어진 관망세…“보다 확실한 ‘살 자리’ 찾아라”

•   헤럴드경제: 분기점에 선 5월 증시증시 ‘쥐락펴락’ MSCI 지수가 뭐길래

•   헤럴드경제: [단독] 수은, 코로나 대비 10년 여신계획 짠다

•   파이낸셜뉴스: 코로나 충격 잦아든 외환시장… ‘1인 소득 3만불 사수’ 불씨는 살았다 [이슈 분석]

•   파이낸셜뉴스: '반도체 굴기' 속도 높이는 중국

•   파이낸셜뉴스: "증권거래세 폐지땐 단타 늘고 세수 줄어"

•   파이낸셜뉴스: "코로나 극복 위해 경제법안 처리를"… 상의, 20대 국회에 호소 [비상 걸린 산업계]

•   파이낸셜뉴스: 對日 소·부·장 품목 338개로 확대… GVC 재편 전략 추진

※   산업부: 제2차 포스트 코로나19 산업전략 대화

•   파이낸셜뉴스: "철강사 실적 2분기부터 타격… 고부가 제품 늘리고 설비과잉 해결해야" [코로나19 대진단 산업지형이 바뀐다]

•   파이낸셜뉴스: "철강 내수 11년만에 최악" 감산·자산매각 등 '살길' 찾는다 [코로나19 대진단 산업지형이 바뀐다]

•   아시아경제(P1): "글로벌기업, 코로나 이후 韓바이오헬스 등 신산업 투자 의향有"

•   아시아경제(P1): 정 총리 "종부세 무력화 안 되지만, 1주택자 부분적 완화는 가능"

•   아시아경제: [코로나 대변혁]코로나에 주저앉은 자영업자…'온라인'에 설자리도 잃는다

•   아시아경제: [코로나 대변혁]대한민국 경제 기반 자영업자·소상공인 살려야…"땜질식 지원으로는 복구 못한다"

•   아시아경제: SK '포스트 코로나' 전기차배터리가 핵심

•   아시아경제: LG, 세계 첫 '48인치 OLED TV' 켠다

•   아시아경제: 항공업계 암울한 실적시즌 "2분기가 더 걱정"

•   아시아경제: 삼성전자 수익률 꼴찌…반등장에 고개숙인 개미

•   디지털타임스(P1): 코로나 백신 영장류 시험, 이달 중 유효여부 나온다

•   이데일리: [위기의 韓디스플레이]몰락한 日전철 밟을라.."초격차가 살길"

•   이데일리: [위기의 韓디스플레이]中, 인력·기술 빼가기 노골화..“인센티브 강화해야”

•   연합인포맥스: 회사채 현금으로 갚는 기업 늘었다…'실적악화·등급강등' 변수

•   뉴스1: 리커창 "中, 코로나 대유행에 따른 거시경제 조정 박차"

•   뉴스토마토: [IB토마토]'알짜 매물' 두산솔루스 인수전, SK 등 대기업은 관심 없어

•   뉴스토마토: 두산중, 오늘부터 2차 명예퇴직 접수…노조 상경투쟁 예고

•   KBS: 두산 구단 매각설 계속 나오는 이유는?

•   머니S: 실사 마무리 두산중공업, '감사청구'에 지원 발목 잡히나

•   머니S: 두산중공업 정상화 방안 14일 공개… 알짜계열사 다 파나

•   아이뉴스24: 두산중공업, 경영난에 1500명 정규직 직원 짐 쌌다

•   더구루: 두산밥캣, 폴란드 영업망 강화…동유럽시장 공략 본격화

•   Power Engineering: EIA: U.S. coal-fired generation fell 240K GWh in 2019

•   WNN: South Africa announces roadmap for new build : New Nuclear

•   reNews: Vestas 'tops 2019 turbine charts'

•   Renewables Now: Siemens intends to spin off wind technology ops

•   Windpower Monthly: Nordex confirms Q1 boost before Covid-19 uncertainty

•   에너지경제: 코로나에도 끄떡없는 재생에너지…LCOE 하락에 입지 좁아지는 화석연료

•   투데이에너지: [기획] 친환경에너지시장 핵심 수력발전, 향후 과제는?

•   OilPrice.com: Oil Price Crash Forces Saudi Arabia To Implement Tough Austerity Measures

•   OilPrice.com: What Will Follow The Biggest US Rig Count Collapse In History

•   OilPrice.com: Will Shale Giant Chesapeake Go Bankrupt?

•   MINING.com: Demand for battery metals to jump 500% by 2050

•   MIT News: Exploring new paths to future quantum electronics | MIT News

•   전자신문: 코로나에 막혔던 '글로벌 TV 대전' 5월 개막

•   전자신문: [포스트 코로나 '디지털 뉴딜 시대' 열자]'데이터'로 디지털 경제 이끌자

•   전자신문: [포스트 코로나 '디지털 뉴딜 시대' 열자]AI, 산업 전반에 스며든다

•   전자신문: [이슈분석]비트코인 '세 번째 반감기' 시작…가격 '껑충'·상승세 보장 '미지수'

•   전자신문: [이슈분석]세계 각국, 암호화폐 관련 법규 마련에 고심

•   전자신문: LG전자, 하반기 전략 모델 코드명 '윙'… 새로운 세컨드 스크린

•   전자신문: 현대차증권 "증권사 58% '이달 추가금리 인하' 예상"

•   Phone Arena: Rumor suggests Samsung is working on a more affordable Galaxy Fold and two more foldable models

•   Phone Arena: Samsung and Apple are Western Europe's top smartphone vendors, Xiaomi is coming after Huawei

•   Phone Arena: Juicy iPhone 12/Pro 5G leak reveals names, display upgrades, extra storage, more

•   Phone Arena: The current quarter could be historically bad for Apple iPhone sales

•   Phone Arena: No Galaxy Note 20 Ultra for you, latest leak suggests

•   Network World: The Internet of Things in 2020: More vital than ever

•   Network World: IoT down on the farm: Drones and sensors for better yields

•   Robotics & Automation News: Will Covid-19 accelerate the automation of parcel delivery?

•   Robotics & Automation News: Kuka launches new industrial robot

•   Robotics & Automation News: Collaborative robots: A helping hand in healthcare

•   Mainichi: BOJ policymakers focus on urgency of propping up virus-hit firms

•   Japan Times: 77% of Japan firms in China resume normal sales activities, survey finds

•   Economic Times: Apple may take a bigger bite of India’s manufacturing pie

•   Business Standard: Balance Covid-19 fight with need to revive economy: Modi tells CMs

•   Business Standard: Tax-burden on India's GDP to rise further, hitting consumption and savings

•   Business Standard: Automakers warn of up to 45% sales drop as economy slumps amid pandemic

•   Hindustan Times: 25 Chinese items may face extension of dumping duty

•   Folha de S.Paulo: Brazil Registers 496 New Deaths by Coronavirus in 24 hours and Total Deaths Rises to 11,123

•   Folha de S.Paulo: Bolsonaro Faces Decisive Week on the Investigation that Could Lead to his Temporary Removal from Office

•   Folha de S.Paulo: Bolsonaro Spends More than Dilma and Temer on the Presidency's Corporate Card

•   Jakarta Post: Businesses worry easing restrictions could prolong recovery

•   Jakarta Post: Indonesia’s financial system at risk amid pandemic: KSSK

•   Jakarta Post: Reform of Indonesia’s sluggish manufacturing sector urgently needed: Analysts

•   Jakarta Post: Rating agency downgrades financial institutions' outlook amid COVID-19

•   Myanmar Times: Govt expects COVID-19 response plan to cost $2 billion

•   Myanmar Times: Govt ministries allocate 10pc of budgets for COVID-19 fund

•   Myanmar Times: New power plant in Thaketa to go live after test runs

[Opinions]

•   Project Syndicate(Gregor Peter Schmitz, George Soros): The Crisis of a Lifetime

•   Project Syndicate(Mohamed A. El-Erian): Navigating Deglobalization

•   Project Syndicate(Ian Buruma): Confronting China

•   Project Syndicate(Guy Verhofstadt): Is COVID-19 Killing Democracy?

•   Project Syndicate(Hans-Helmut Kotz): Did Germany’s Constitutional Court Inadvertently Strengthen the Eurozone?

•   Project Syndicate(Shashi Tharoor): The Kerala Model

•   Project Syndicate(Olivia Macharis, Nadim Farajalla): COVID-19 Is Clarifying the Climate Challenge

•   FT(Editorial Board): Release of UK lockdown beset by more mis-steps

•   FT(Gideon Rachman): Liberals have to prepare for a fightback

•   FT(Robert Shrimsley): Mass unemployment will test Johnson’s resolve

•   FT(Martin Sandbu): Covid-19 is an opportunity to restructure taxes

•   FT(Robin Wigglesworth): The Fed’s Vietnam moment

•   FT(Jemima Kelly): Bitcoin’s “halvening” is upon us

•   FT(Cat Rutter Pooley): For housebuilders, this time really should be different

•   FT(Claire Jones): Onshoring won’t protect us

•   FT(Michael Stott): Botched overthrow attempt is least of Maduro’s problems

•   FT(Andrew Hill): Why some companies will survive this crisis and others will die

•   WSJ(Walter Russell Mead): Biden Wouldn’t Be a Second Obama

•   WSJ(Sean Higgins): Amazon’s Pandemic Success Story

•   NYT(Paul Krugman): How to Create a Pandemic Depression

•   NYT(Rachel Esplin Odell, Stephen Wertheim): Can the Democrats Avoid Trump’s China Trap?

•   NYT(Uri Alon, Ron Milo, Eran Yashiv): 10-4: How to Reopen the Economy by Exploiting the Coronavirus’s Weak Spot

•   NYT(Jennifer Senior): Does Anyone Actually Work for Trump?

•   WP(Joe Biden): How the White House coronavirus response presents us with a false choice

•   WP(Editorial Board): This is Trump’s greatest failure of the pandemic

•   WP(Catherine Rampell): Washington shows just why the country shouldn’t depend on it for stimulus

•   WP(Jennifer Rubin): Can realism take hold in the White House?

•   WP(Greg Sargent): Can Joe Biden rise to this historic moment?

•   WP(Richard Cordray): How to avert another foreclosure crisis in the covid-19 economic fallout

•   WP(Stephen J. Hadley, Anja Manuel): How to use the next stimulus to counter China

•   Bloomberg(Michael R. Bloomberg): To Restart Business, Protect Workers

•   Bloomberg(David Fickling): Oil Won’t Get a Post-Virus Lift From Public Transport

•   Bloomberg(Brian Chappatta): Municipal Bonds Can’t Easily Dismiss Doomsayers This Time

•   Bloomberg(Liam Denning): Why Is Anyone Drilling Shale at All These Days?

•   Bloomberg(Barry Ritholtz): Inflation Worriers Will Be Wrong for a Second Time

•   Bloomberg(Therese Raphael): Stay Alert? Boris Johnson’s Reopening Strategy Confuses Britain

•   Bloomberg(Lionel Laurent): Theranos Lessons Apply to Covid-19 Antibody Tests

•   Bloomberg(Cass R. Sunstein): Don’t Ignore Costs of Coronavirus Regulation

•   Bloomberg(Andreas Kluth): The EU Is Entering a Constitutional Crisis

•   Bloomberg(Faye Flam): We Can't Wait Until It's Safe to Lift Lockdowns

•   CNN(Alexander Alonso): What the future of work will look like

•   CNN(Bart van Ark, Lynn Franco): Consumers might be too optimistic -- there may be a 'Lehman moment' coming

•   MarketWatch(Peter Morici): The coronavirus won’t kill globalization

•   MarketWatch(Michael Brush): Biotechnology experts who understand both science and investing are skeptical of the stock market’s strength

•   Nikkei Asian Review(Sara Jane Ahmed): COVID-19 will not slow Southeast Asia's shift from coal to renewables

•   한경(사설): 주목되는 美 반도체·원전 복원 선언…산업은 있을 때 지켜야

•   서경(사설): 반도체·원전 '헤게모니 싸움' 지켜만 볼 것인가

•   중앙(정재준): ‘탈원전’ 집착 버리면 600만 명 일자리 생긴다

•   중앙(전영기): 신한울 3·4호, 만삭의 아이 같아…대통령이 출산 지시를

•   중앙(최준호): 온난화·코로나 위기 극복할 영웅, 우리도 있다…모르고 있을뿐