Business Intelligence Monitor 200513

(Introduction)

[Markets]

•   Global: Stock market rally pauses, bonds edge higher on fears of second virus wave

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 외국인·기관 매도에 이틀째 하락…1,920대로 후퇴

•   한국: 예고된 경상적자·무역분쟁… 韓 CDS 프리미엄 또 뛰나

•   Metals: Lead prices gain on signs of a drop in inventories

•   Grains: Corn climbs as traders digest USDA report | Successful Farming

[Indicators]

•   US Q1 House prices: U.S. Home Prices Climbed in 96% of Cities in the First Quarter

•   US Apr. CPI: Coronavirus Lockdowns Trigger Big Drop in Consumer Prices

•   US Apr. Fiscal balance: U.S. Budget Deficit Widened to $1.935 Trillion in 12 Months Through April

•   China Apr. PPI: China Economic Data Indicate V-Shaped Recovery Is Unlikely

•   한국 4월 금융시장 동향: 빚내서 버틴다…기업대출 증가 역대최대

※   매경: 대기업·中企·개인사업자…코로나 직격탄에 `역대급 빚` 더 내

•   한국 5월 분양경기실사지수 전망치: 수도권 분양경기 회복세…지방은 '찬바람'

•   Japan Mar. Index of coincident indicators: Japan key indicator drops at fastest pace in nine years, signals deep recession

•   India Mar. Industrial production: Industrial production declines 16.7% in March amid Covid-19 pandemic

•   Vietnam Apr. State budget revenue: Four-month State budget revenue posts drop as Gov’t offers tax relief

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Fauci, Other Top Health Officials Urge More Testing Before Easing Lockdowns

•   WSJ: House Democrats Release $3 Trillion Bill to Respond to Coronavirus

•   WSJ: Uber Makes Takeover Approach to Grubhub

•   WSJ: On the Ground in Wuhan, Signs of China Stalling Probe of Coronavirus Origins

•   WSJ: Changes to Program Trip Up Small Businesses Seeking Loans

•   WSJ: Economy Has Likely Bottomed, Poised for Rebound, Says Fed’s Barkin

•   WSJ: Fed's Mester Expects Economy to Rebound Some in Second Half of 2020

•   WSJ: Fed’s Harker: Economy Recovery Likely to Be Uneven

•   WSJ: Newsletter: The Swoosh-Shaped Recovery

•   WSJ: Boeing Orders Slip Below 5,000 On MAX Cancellations

•   WSJ: Trump Calls for California to Let Tesla Factory Open

•   WSJ: Pennsylvania Governor Threatens Counties That Plan to Defy Shutdown Orders

•   NYT: Coronavirus Models Are Nearing Consensus, but Reopening Could Throw Them Off Again

•   NYT: G.O.P. Split Over State Aid That Could Mostly Go to Democratic Strongholds

•   NYT: Coronavirus Outbreak in Latin America Now Rivals Europe’s. But Its Options Are Worse.

•   NYT: China’s Coronavirus Back-to-Work Lessons: Masks and Vigilance

•   NYT: Fed Makes Initial Purchases in Its First Corporate Debt Buying Program

•   WP: Supreme Court debate over Trump’s financial records points to mixed outcome

•   WP: Two big warning signs for Trump in coronavirus poll

•   WP: As Brazil’s challenges multiply, Bolsonaro’s fans call for a military takeover

•   WP: Small business used to define America’s economy. The pandemic could change that forever.

•   WP: Mask or no mask? Face coverings become tool in partisan combat.

•   FT: Trump orders federal pension fund not to invest in Chinese stocks

•   FT: Modi unveils $266bn stimulus to revive Indian economy

•   FT: Mystery deaths in Nigeria provoke fear of unrecorded coronavirus surge

•   FT: How can Europe solve the crisis created by Germany’s highest court?

•   FT: Sunak doubles down on job support scheme

•   FT: Sunak to extend UK furlough scheme until end of October

•   FT: Britain’s housing market set for comeback

•   FT: Saudi Aramco sticks to $18.8bn dividend despite 25% drop in profits

•   FT: Global economic outlook still worsening, says IMF

•   FT: UK government issues new guidance on return to work

•   FT: Scientists call on UK to rethink ‘dangerous’ coronavirus strategy

•   FT: China-focused hedge funds record best month in half a decade

•   FT: Britons give Boris Johnson benefit of the doubt in virus emergency

•   FT: Britain on the move even before Johnson eased lockdown, data show

•   FT: Excess UK deaths in Covid-19 pandemic top 50,000

•   FT: RCEP will test appetite for open trade in coronavirus era

•   FT: Global nutrition crisis puts millions more at risk from coronavirus

•   FT: Singapore takes first steps to reopening economy

•   FT: German business body calls for European fiscal solidarity

•   FT: Coronavirus crisis leaves Russian government rudderless

•   FT: Investors struggle to hear signals from bond markets

•   FT: US pressure over China prompts Israeli review of $1.5bn tender

•   FT: Coronavirus hits senior homes — and their owners

•   FT: ‘Wolf warrior’ diplomats reveal China’s ambitions

•   FT: Why the coming emerging markets debt crisis will be messy

•   Guardian: Will coronavirus lead to fairer societies? Thomas Piketty explores the prospect

•   Bloomberg: ECB Officials Defend Bond-Buying Program After German Court Blow

•   Bloomberg: China Steps Up U.S. Soybean Buying With Million-Ton Purchase

•   Bloomberg: Oil’s Nightmare Scenario of Exhausted Storage Starts to Fade

•   Bloomberg: Goldman Sachs Sees Spain, Italy Lagging Germany in Recovery

•   Bloomberg: China’s Great Energy Shift Sets Mega Hybrid Projects in Motion

•   Bloomberg: India’s Economy Seen Contracting 0.4% in Fiscal Year 2021, Survey Shows

•   Bloomberg: India to Plan Tax Holiday to Win New Investments

•   Bloomberg: India Carbon Emissions Seen Falling 1st Time in Four Decades

•   Bloomberg: China Can’t Be Trusted With Huawei Documents, U.S. Argues

•   Bloomberg: The $30 Billion Battle to Fuel Australia’s Post-Covid Economy

•   Bloomberg: China Traders Await Policy Meeting That Could Decide Market Fate

•   Bloomberg: Traders Are Rewriting Strategies for Post-Epidemic Asia Stocks

•   Bloomberg: Social Stigma, Harassment Undermine Testing Efforts Across Asia

•   Bloomberg: Sweden Revises Covid Strategy After Deaths of Elderly Spiral

•   Bloomberg: Small U.S. Firms Pessimistic on Own Sales, Optimistic on Economy

•   Bloomberg: Fed to Disclose More Details for TALF, PPP Liquidity Programs

•   Bloomberg: CLOs, Leveraged Loans Get Partial Lifeline in Fed’s TALF Changes

•   Bloomberg: Investors Flock to Indonesia Dollar Bonds with Sales at Record

•   Bloomberg: What Our Post-Pandemic Future Looks Like

•   Bloomberg: U.K. Puts Banking at Heart of Objectives for Japan Trade Deal

•   Bloomberg: Vietnam Further Cuts Rates to Shield the Virus-Hit Economy

•   Bloomberg: BOE’s Broadbent Says It’s Possible More Easing Will Be Needed

•   Bloomberg: French Economy Shows the Post-Lockdown Recovery Will Be Slow

•   Bloomberg: The Virus Sent Millions of European Workers Home, Some Forever

•   Bloomberg: Krugman Says the Liquidity Trap Spread to Emerging Markets

•   Bloomberg: One in Four U.K. Jobs at Risk as Pandemic Hits Most Vulnerable

•   Bloomberg: Saudi Arabia ‘Vision 2030’ Plan Cut by $8 Billion, Okaz Reports

•   Bloomberg: Covid Crisis Will Be Overshadowed by Climate Threat, Engie Says

•   Bloomberg: VW Slows Output at Largest Factory Amid Tepid European Demand

•   Bloomberg: Big Oil Has Big Plans for Net Zero. Are They Credible?

•   Reuters: Exclusive: OPEC+ wants to maintain oil output cuts beyond June - sources

•   Reuters: Mexico prepares to start getting economy back in gear, looks to U.S

•   Reuters: Exclusive: UK coronavirus outbreak kills at least 20,000 in care homes calculation

•   Reuters: Explainer: Tracking the coronavirus 'reproduction rate' as lockdowns ease

•   Reuters: Putin's spokesman becomes fifth senior Russian official to get coronavirus

•   Reuters: China calls for coronavirus vigilance, warns against complacency

•   Reuters: Asia's pandemic stimulus may slow the demise of coal

•   Reuters: Brazil's coronavirus cases pass Germany's as Bolsonaro fights to open gyms

•   Reuters: Russia slams U.S. assertion at U.N. that it remains party to Iran nuclear deal

•   CNN: Reopening the economy is a massive experiment

•   CNN: Why unemployment claims are so low in South Dakota, Utah and Nebraska

•   CNN: This is the most expensive time to buy stocks since the bursting of the dot-com bubble

•   CNN: Americans create new economic threat with their own savings

•   CNN: Some companies are part of the coronavirus economy. The rest are in trouble

•   CNN: Saudi Crown Prince's Vision 2030 masterplan delayed by dual shock

•   CNN: President Trump abruptly ends press conference after contentious exchange with reporters

•   CNN: Twitter will let some employees work from home 'forever'

•   CNBC: Powell is expected to squash idea of negative interest rates, even as Trump says they would help

•   CNBC: What the German court decision against the ECB means for the euro

•   CNBC: Gilead strikes deal to make remdesivir coronavirus treatment in 127 countries

•   CNBC: Saudi Arabia is back in 'whatever it takes' mode for oil: Strategist

•   CNBC: George Soros says US should not work closely with China on coronavirus

•   CNBC: Coronavirus: Some homeowners getting mortgage bailouts by mistake

•   CNBC: Workplaces will not be the same again after coronavirus lockdown

•   Fox Business: White House explores $5,000 coronavirus stimulus check in exchange for delayed Social Security benefits

•   Fox Business: Oil-rich Alaska wary of Saudi power play in battered crude market

•   SCMP: China’s local party officials under pressure to deliver jobs over growth

•   SCMP: China is exempting some foreign executives from virus travel ban

•   SCMP: China offers new trade war tariff exemptions, as broader US tensions rise

•   SCMP: Global textile industry braces for sharp downturn as virus slashes orders

•   매경: `코로나 리스크` 관리나선 은행…서민 전세대출부터 옥죈다

•   매경: 2차 소상공인 지원분 18일부터 10조 푼다

•   매경: 이재용 비상경영 고삐…골든타임 살리려면 경영 흔들어선 안돼

•   매경: 김동관의 태양광 빛났다…영업익 2배 `쑥`

•   매경: 상장사 실적 덮친 C쇼크…순익전망 30兆 증발

•   매경: M&A펀드 4조 신규장전…코로나發 급매물 노린다

•   매경: 강남서 일시적 2주택자發 급매물 쏟아져

•   한경(P1): [단독] 민주당, 한국만 꽉 막혔던 대기업 벤처 투자 푼다

•   한경(P1): 문재인 대통령 "규제 혁파 속도내라"

•   한경(P1): 슈퍼컴 8억년 걸리는 문제 1초에 해결…'양자컴' 시대 온다

•   한경: 양자컴퓨터가 필요한 이유, '경우의 수' 무한대…신약 개발에 유용

•   한경: "양자컴 독식 시대 온다"…구글·MS·삼성 사활 건 개발 경쟁

•   한경: 양자컴 권위자 총출동…유튜브로 생중계

•   한경: "생산성 향상 특별법 만들어 대기업-中企 격차 줄여야"

•   한경: '일자리 퍼스트'…60년 된 '공장법' 버리고 새 노동규범 만들자

•   한경: 문성현 경사노위 위원장 "수십년 적대적 노사관계 대전환 기회 왔다"

•   한경: "최근 가파른 반등장, 거품 아니다…내년 기업 실적 개선 미리 반영"

•   한경: "8월 前 밀어내기 분양 쏟아지고 지방 경쟁률 3분의 1 토막 날 것"

•   서경(P1): '해외자원개발 시계' 다시 돈다

•   서경: "유가 떨어진 지금이 골든타임"...자원안보 강화 플랜 가동

•   서경: "자원민족주의 전방위 확산···脫원전 재검토도 시급하다"

•   서경: 美 원유생산 규제 풀고 러는 북극권 개발하는데···

•   서경(P1): 무디스, 한국 국가신용등급 ‘Aa2’ 유지

•   서경(P1): 기간산업지원 업종, 7곳서 2곳으로 변경

•   서경: "정부, WTO 제소 우려···산안기금서 조선·車 뒤로 밀린 듯"

•   서경: '제조업 르네상스' 초격차 전략, 기업 끌고 정부 뒷받침해야

•   서경: 글로벌기업 R&D 기지 '탈중국' 조짐...'스피드 강점' 살려 첨단산업 유치를

•   서경: 고임금·규제에...U턴 못하는 한국 기업들

•   서경: 코로나로 규제 안먹혀..은행 대출목표치 일제히 초과

•   서경: 전자부품 업계 "5G 수요 잡자"... 고부가 중심 사업 재편 나섰다

•   서경: 김명환, 내주 홍남기 만나 "총고용 유지 강제" 요구할듯

•   서경: '포스트 코로나' 대비 경기부양 나선 지자체

•   서경: [영상]'00베어스' 될 뻔한 사연? 두산의 시계를 되돌릴 수 있다면(썸오리지널스)

•   조선(P1): 한전, 자회사에 "공대 설립자금 내라"

•   조선(P1): 경찰 8559명 투입해 연락두절 클러버 쫓고… 황금연휴 전후 이태원 머문 1만명 명단도 확보

•   조선: 감염발생 클럽 5곳→9곳… 무증상 20대, 9일간 서울 활보

•   조선: 코로나 보릿고개… 글로벌 기업들도 돈 쟁여두기

•   조선: 올 실업급여 186만명 추정… 가장 많았던 작년보다도 42만명 늘 듯

•   조선비즈: "체면이 밥먹여주나요"… 400억짜리 공사에도 달려드는 대형 건설사들

•   조선비즈: 한은, 中企지원 금융중개대출 한도 30조→35조 확대

•   중앙: 무인 셔틀버스 타고, 로봇 택배에 빅데이터로 상권 분석

•   문화(P1): 2월에 발표한 ‘코로나 기업 지원책’ 3개월째 표류중

•   문화(P1): 민노총 주도 ‘노사정대화’ 시작… 한노총 내부반발

•   문화: ‘무늬만 취업자’ 45만명 급증… 현실 반영 못하는 고용 통계

•   문화: 지자체, 재산세·임대료 감면 등 하세월… 기약없는 지원책에 경영 불확실성 가중

•   문화: “車업계 대부분 지원효과 체감못해…문제는 현장이행”

•   문화: <10>렘데시비르, 구토 등 부작용 검증 과제… 클로로퀸엔 ‘의료진 불만’

•   문화: 삼성이 판 TV 32%가 75인치이상…‘초대형’은 통했다

•   서울: “수출규제 이달 끝내라” 정부, 일본에 최후통첩

•   세계(P1): 대외경제정책硏 “올 세계경제 성장률 -2.6% 그칠 것”

※   대외경제정책연구원: 2020년 세계경제 전망(업데이트)

•   경향(P1): 박원순 시장 “전 국민 고용보험 전면 도입을”

•   헤럴드경제(P1): 재편의 정치 ‘C·O·R·O·N·A 챌린지’

•   헤럴드경제(P1): R&D·수출무역금융 우대…정부 ‘일자리 지키기’ 올인

•   헤럴드경제(P1): 주한EU대사 "한국-EU 통화스와프, 양측 중앙은행간 논의 필요"

•   헤럴드경제: 수출 쇼크에 정유업계 ‘비명’…수출액 4년여만에 곤두박질

•   헤럴드경제: “취약계층 지원강화” 외친 文정부…임시·일용직은 되레 ‘타격’

•   헤럴드경제: 정부 주저할 때…동학개미, 채권시장으로

•   헤럴드경제: 두산 ‘부동산유동화’ 본격화…자구 효과는?

•   파이낸셜뉴스: 거래허가제 빼고 다 나왔다… 다주택자 "팔아야 하나" 압박감 [규제에 갇힌 부동산시장]

•   파이낸셜뉴스: 에너지 소비 5년간 8.8% 줄인다

•   파이낸셜뉴스: 채권시장에 투심 기지개 켰나..우량채 20여곳 수요예측 대기

•   파이낸셜뉴스: 이 와중에 파업 재개하는 현대重 "노조가 임금인상 발목" 내부 불만

•   파이낸셜뉴스: 'LCD강자'샤프, OLED 시장 합류… 성장 기폭제 될까

•   파이낸셜뉴스: 눈높이 낮춘 실수요자… 서울 1억~3억 아파트 거래 ‘쑥’

•   파이낸셜뉴스: 한전 '지능형 디지털발전소' 기술 개발 속도낸다

•   아시아경제: 정부 종부세 완화 언급, 된다면 얼마나 부담 덜까

•   아시아경제: "코로나 파고 넘는다" 현대기아차, 중국 판매 두달째 증가

•   아시아경제: 이태원發 감염에 유통가 '반등' 물거품되나

•   디지털타임스(P1): 소비·수출·고용 급락… 코로나 충격 `서비스업 → 제조업` 확산

※   KDI: KDI 경제동향 2020. 5

•   이데일리(P1): [M&A 올스톱]올해 거래액 18년만 최저…기업 구조조정도 막힐판

•   이데일리(P1): ‘민간 샌드박스’ 대한상의 내 출범..“깜짝 놀랄 사업모델 많다”

•   이데일리: 규제 샌드박스 `시한부 호흡기` 지적 여전…4년 기간 벗어나야

•   이데일리: 규제 익숙한 공무원 만나지 않고도 샌드박스 접수

•   이데일리: [마켓인]7곳서 2000억 손실…산업단지 PF '시한폭탄' 되나

•   KBS: 애경 2세에 이어 두산 4세도…‘프로포폴 상습 투약’ 법정 증언 나와

※   채승석 전 애경개발 대표이사와 박진원 두산메카텍 부회장 등 재벌가 인물들이 프로포폴을 상습 투약했다는 법정 증언

•   글로벌이코노믹: 두산퓨얼셀, 수주 규모 늘려 '그룹 꿈나무'로 쑥쑥

•   머니S: 동서발전, 국내 최초 연료전지 배열로 '공공시설 열' 공급

•   EBN: 벼랑 끝 두산, 막판 묘수 찾기 골몰

•   더구루: 두산밥캣, 사우디서 에어 컴프레서 공급계약 연장…"성능·내구성 인정"

•   reNews: UK project seeks 'flexible' approach to net zero

•   reNews: Germany agrees 20MW offshore goal by 2030

•   reNews: German wind industry bullish despite COVID-19

•   에너지경제: 저탄소·재생 수소생산 비용 대폭 하락 전망

•   에너지데일리: 코로나19 극복 수단으로 더욱 주목받는 ‘유럽 그린딜’

•   KHL: JCB partially resumes production at UK factories

•   Construction Equipment: Covid-19 Creates Competitive Bidding

•   OilPrice.com: Oklahoma Regulators Make No Move On Oil Production

•   OilPrice.com: UAE Making Even Bigger Cuts To Oil Production Next Month

•   CNET: Galaxy Fold 2 rumors: 3 new Samsung foldable phones, including a cheaper Fold E

•   전자신문: [포스트 코로나 '디지털 뉴딜 시대' 열자]노후기반시설과 물류산업 첨단화…ICT 수요창출 보고로

•   전자신문: [포스트 코로나 '디지털 뉴딜 시대' 열자]스마트시티 프로젝트 확대해야

•   전자신문: "저전력 OLED가 온다"…스마트폰에 'LTPO-TFT' 상용화 임박

•   디지털데일리: 인도 스마트폰, 삼성·샤오미·비보 ‘3파전’…삼성전자, 2위 탈환

•   Phone Arena: Samsung Galaxy Fold Lite with $1,100 price and some downgrades possibly in the works

•   Phone Arena: Although Apple is said to be getting back on its feet, don’t expect the iPhone 12 before November

•   Phone Arena: Samsung wins first place in 5G phone sales for first quarter of 2020

•   Inside EVs: COVID-19 Pandemic Leaves GM Electric Vehicle Plan Mostly Unaffected

•   Robotics & Automation News: UBTech robots being used to control coronavirus in Wuhan

•   Robotics & Automation News: Contactless Culture: Delivery robots gaining interest during pandemic

•   Robotics Business Review: How Many Jobs Do Robots Really Replace?

•   Robot Report: Waymo raises another $750 million for its autonomous vehicles

•   로봇신문: 美 CTA, USTR에 '중국산 로봇ㆍ드론 등 수입 관세 면제' 요청

•   Nikkei Asian Review: Kyoto and Fukuoka set to reopen as Japan relaxes virus alert

•   Nikkei Asian Review: Toyota forecasts 80% decline in annual operating income

•   Nikkei Asian Review: Calls for 'China exit' mount as Japan reviews economic security

•   Nikkei Asian Review: Coronavirus measures promise relief for Japan's labor crunch

•   Nikkei Asian Review: Coronavirus pushes Japan closer to high-tech 'super cities'

•   Mainichi: Honda's FY 2019 group net profit falls 25.3% to 455.7 bil. yen

•   Economic Times: View: India can not only soften the pandemic’s impact on the economy but also revive growth

•   Business Standard: Markets will cheer Rs 20-trn package, but the devil could be in the detail

•   Business Standard: Covid-19: Here's what chief ministers said to PM Modi on easing lockdown

•   Business Standard: India needs basic income scheme to make lockdown work, says Thomas Piketty

•   Folha de S.Paulo: Coronavirus Started Circulating in Brazil in Early February, Says Study by Fiocruz

•   Folha de S.Paulo: After Weekend of Silence, Bolsonaro Says He Laments Brazil's 10,000 Covid-19 Deaths

•   Jakarta Post: House approves revised Mining Law amid outcry

•   Jakarta Post: House passes Perppu on COVID-19 response amid concerns of embezzlement - Politics - The Jakarta Post

•   Jakarta Post: Govt expects GDP growth near 5% in 2021 as pandemic still haunts economy

•   Jakarta Post: Govt plans to reopen economy by Q3 as experts caution against COVID-19 'second wave'

•   Jakarta Post: Indonesian banks have sufficient liquidity despite loan restructuring, pandemic: Economists

•   Jakarta Post: Government issues regulation on economic recovery program, focuses on SOEs, MSMEs

•   Jakarta Post: Businesses worry easing restrictions could prolong recovery

•   Viet Nam News: State-owned enterprises forecast revenue down due to virus

[Opinions]

•   Project Syndicate(Dani Rodrik): Making the Best of a Post-Pandemic World

•   Project Syndicate(Pinelopi Koujianou Goldberg): The New Empty Argument Against Trade

•   Project Syndicate(Carlos Lopes): Carlos Lopes Says More…

•   Project Syndicate(Richard N. Haass): Deglobalization and Its Discontents

•   Project Syndicate(Sami Mahroum): Automation and Human Agency

•   Project Syndicate(Marcel Fratzscher): Taking the German Constitutional Court Seriously

•   FT(Editorial Board): The world needs a new attitude towards debt

•   FT(Martin Wolf): German court decides to take back control with ECB ruling

•   FT(Megan Greene): Robust equities are not a reflection of investor optimism

•   FT(David Gardner): Signs of Iranian retrenchment are likely to be overstated

•   FT(Raghuram Rajan): Business cannot simply awake from this coma

•   FT(Amy Kazmin): India turns in on itself to halt Covid-19 spread

•   FT(Ed Balls): UK on the horns of a dilemma in US trade talks

•   FT(Kana Inagaki): Coronavirus will usher in the industrial robots

•   FT(Kate Burgess): Premature peak in oil demand risks strategies being left stranded

•   FT(Peter Oppenheimer): What the history of market crashes teaches us about the coronavirus crisis

•   FT(Tineke Frikkee): Covid-19 crisis has laid bare weaknesses in supply chains

•   WSJ(Stephen Harper): After Coronavirus, Government Will Have to Shrink

•   NYT(Robert E. Lighthizer): The Era of Offshoring U.S. Jobs Is Over

•   WP(Editorial Board): The coronavirus spreads in close quarters. That should factor into reopening decisions.

•   WP(Paul Waldman): Democrats’ sweeping new rescue package is a challenge to Republicans

•   WP(Marc A. Thiessen): The pandemic will fuel the populism that sent Trump to the White House

•   WP(Pramila Jayapal, Haley Stevens, Adam B. Schiff, Sean Casten): Our Paycheck Guarantee Act thinks big enough to tackle unemployment

•   WP(Kathleen Parker): Why reopening protests reminiscent of the tea party era are fizzling

•   Bloomberg(Mohamed A. El-Erian): Argentina Gives Debt Negotiation Another Chance

•   Bloomberg(Mihir Sharma): Rolling Up the Welcome Mat for Chinese Investors

•   Bloomberg(Brian Chappatta): The Fed Is Buying ETFs But Mostly Still Hawking a Placebo

•   Bloomberg(Shuli Ren): Indonesia Walks a Fine Line Between Bailouts, Downgrades

•   Bloomberg(Liam Denning): Saudi Aramco’s Stock Trades on a Different Planet

•   Bloomberg(Barry Ritholtz): The Fed Is Calling the Shots in Markets

•   Bloomberg(Lionel Laurent): Paris Starts a Strange New Coronavirus Life

•   Bloomberg(Hal Brands): China Rivalry May Put the U.S. Back in the Coup Business

•   Bloomberg(Cass R. Sunstein): Coronavirus Is Giving Cost-Benefit Analysts Fits

•   Bloomberg(Matt Levine): The Fed Will Buy Bond ETFs Now

•   Bloomberg(Natasha Sarin): Tapping Social Security Would Be a Big Mistake

•   Bloomberg(Clive Crook): Why I Cashed Out of the Covid-19 Rally

•   Bloomberg(Jared Dillian): The U.S. Is Testing the Patience of Bondholders

•   CNN(Jill Filipovic): Fauci warns of colossal, deadly mistake. Will Trump listen?

•   MarketWatch(Nigam Arora): The federal government gone berserk might be the biggest threat to the stock market

•   MarketWatch(Caroline Baum): With unemployment at depression levels, even all the Fed’s money printing can’t muster much inflation

•   MarketWatch(Satyajit Das): Losing a job shouldn’t mean losing a home and other mistakes from 2008 we can’t make again

•   MarketWatch(Chris Edelson): For Biden, channeling Obama’s 2008 message of hope could defeat Trump in 2020

•   조선(한삼희): 코로나 겪고도 '에너지 안보' 도외시한 전력 계획