Business Intelligence Monitor 200520

(Introduction)

[Markets]

•   Global: Euro gains on EU recovery-fund plan, oil wavers

※   Stocks slip on doubts about COVID clinical trials

※   Euro gains on Franco-German 500 euro fund plan

※   WTI rallies on growing demand as lockdowns ease

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 두달여만에 1,980선 회복…외국인 7거래일만에 순매수

•   Metals: Copper pulls back from two-month high on economic worries

•   Grains: U.S. soy slips as traders await China deals; corn, wheat rise

[Indicators]

•   US Apr. Housing Starts: U.S. housing starts fall sharply in April

•   Germany May. ZEW economic sentiment index: German investors’ optimism about economic outlook grows

•   UK Apr. Employment: UK jobless claims rise by 70% in April to 2.1 million

•   한국 4월 주택 매매 거래량: 주택거래 가뭄… 4월 매매 전월 대비 32.3% 감소

•   India Weekly Employment : Unemployment rate in India at 24% for week ended May 17: CMIE

•   Indonesia Benchmark rates: Indonesia Unexpectedly Keeps Rate Unchanged for Second Month

•   Russia Apr. GDP: Russian Economy Shrank by Quarter in April, Early Data Shows

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Mnuchin Says Treasury Ready to Provide More Money, Take More Risk in Fed Lending Programs

•   WSJ: More States Move to Reopen as Trump, China Spar Over WHO

•   WSJ: Walmart Sales Surge as Coronavirus Drives Americans to Stockpile

•   WSJ: Retailers Phase Out Coronavirus Hazard Pay for Essential Workers

•   WSJ: States Ask U.S. to Reimburse Them Over Marked-Up Coronavirus Supplies

•   WSJ: U.S. Economic Recovery Will Drag On Through Next Year, CBO Says

※   CBO: Interim Economic Projections for 2020 and 2021

•   WSJ: Coronavirus Shutdowns Wreak Devastating Toll on Poorest Nations, World Bank Chief Says

•   WSJ: Next Wave of Stimulus Payments Hinges on Reopening Economy

•   WSJ: At Least 30 Public Companies Say They Will Keep PPP Loans

•   WSJ: China Ramping Up Purchases of U.S. Farm Goods

•   WSJ: Fed’s Rosengren Warns Premature Reopening of Economy Carries Risk

•   WSJ: Newsletter: U.S. Companies Bet on China’s Economic Future

•   WSJ: Coronavirus, Trade Tensions Can’t Stop U.S. Companies’ Push Into China

•   WSJ: For Home Builders, a Better Kind of Recession

•   NYT: Fear of Risk Could Diminish the Economic Rescue by the Treasury and Fed

•   NYT: Too Big to Fail: The Entire Private Sector

•   NYT: ‘Way Too Late’: Inside Amazon’s Biggest Outbreak

•   NYT: Isolated Key West Will Reopen. For Some People, It Will Be Too Late.

•   NYT: Amid Pandemic, Finding Normalcy in the Abnormal

•   NYT: One Crisis Too Many: How the Coronavirus Pushed Germany to Shift Course

•   NYT: U.S. Is Using Taiwan as a Pressure Point in Tech Fight With China

•   WP: Mnuchin defends White House push to reopen economy as Democrats voice growing concerns

•   WP: Trump expresses opposition to extending unemployment benefits enacted in response to pandemic

•   WP: Trump, Accusing WHO of Pro-China Bias, Threatens to Cut Funding, Withdraw U.S.

•   FT: Virus will push up to 60m into extreme poverty, World Bank warns

•   FT: Emmanuel Macron’s party loses parliamentary majority

•   FT: Lockdowns lead to ‘extreme’ — but temporary — fall in emissions

•   FT: US ‘surgical’ attack on Huawei will reshape tech supply chain

•   FT: UK bailout scheme companies barred from paying bonuses and dividends

•   FT: Dimon says pandemic is ‘wake-up call’ to build fairer economy

•   FT: Australia threatens China with WTO challenge over barley tariffs

•   FT: Shrinking South Korea oil storage capacity rattles Asia refiners

•   FT: Taiwan fears uptick in military threat from China in wake of coronavirus

•   FT: Spain’s PM agrees accord to extend powers underpinning lockdown

•   FT: Is the Franco-German recovery plan a game-changer?

•   FT: Sunak warns UK economy could suffer permanent ‘scarring’

•   FT: ‘Radical measures’ required: how Covid-19 has hit UK labour market

•   FT: Britain’s vision for EU trade deal prompts claims of cherry picking

•   FT: UK sets out post-Brexit tariff regime

•   FT: Bruised Brazilian real could be set for further falls

•   FT: UK deaths since virus struck almost 55,000 above average, says ONS

•   FT: China’s reliance on Australian commodities set to rise in post-virus recovery

•   FT: Democrats to accuse Trump of ‘corrupt recovery effort’

•   FT: Private equity-owned companies miss out on bailout loans

•   FT: Hungary’s Orban comes under fire for coronavirus response

•   FT: Facebook takes on Amazon with online shopping venture

•   FT: Jair Bolsonaro’s radical supporters: ‘He only has us, the people’

•   FT: Brexit Britain tilts to the US, not to China

•   FT: Japan business chief warns of radical labour market shake-up

•   FT: Kim Jong Un’s absence showed uncertainty of investing in region

•   FT: Hedge funds: No market for small firms

•   FT: China’s self-driving car projects accelerate during coronavirus

•   Bloomberg: Millions of Newly Jobless in China Pose a Looming Threat to Xi

•   Bloomberg: China Considers More Economic Pain for Australia on Virus Spat

•   Bloomberg: Kudlow Says Nobody Can Confidently Invest in Chinese Companies

•   Bloomberg: Australia Goes Back to the 1980s With Its Economy Closed to World

•   Bloomberg: Worst Seems Over for India's Formal Job Market, Staffing Firm Says

•   Bloomberg: Powell Dodges Senators’ Efforts to Get Him to Take Side on Aid

•   Bloomberg: Covid Patients Testing Positive After Recovery Aren’t Infectious, Study Shows

•   Bloomberg: Fed’s Powell Rejects Senator’s Criticism of BlackRock Aid Role

•   Bloomberg: America’s Zombie Companies Are Multiplying and Fueling New Risks

•   Bloomberg: U.S. Labor Department to End Economic-Data Lockups Permanently

•   Bloomberg: Argentina Debt Proposals Far Apart With Deadline Looming

•   Bloomberg: Reopening U.S. Economy Will Mean Creating All Kinds of New Jobs

•   Bloomberg: Trump Investing Millions to Bring Drugmaking Back to U.S.

•   Bloomberg: Taiwan's Leader Riding High Into Second Term as Trump Fights China

•   Bloomberg: Coronavirus Reveals Risks to U.K. Supply Chains Before Brexit

•   Bloomberg: Lane Says ECB Is Monitoring Markets, Ready to Boost Buying

•   Bloomberg: Lockdown Stringency Has Largest Impact in Spain, France: Chart

•   Bloomberg: Euro Optimists Get Their Chance, Yet Stars May Not Stay Aligned

•   Bloomberg: BofA Poll Shows Investors Doubt This Stock Market Rally Can Last

•   Bloomberg: India’s Power Bailout Depends on States Clearing Utility Dues

•   Bloomberg: Global Downturn Risks Becoming Prolonged Recession, WEF Says

※   World Economic Forum: COVID-19 Risks Outlook: A Preliminary Mapping and its Implications

•   Bloomberg: Boris Johnson Under Pressure to Be More Open on Virus Strategy

•   Bloomberg: Swift OPEC+ Cuts Revive Premiums in Asia Physical Oil Market

•   Bloomberg: U.K. Government Pays Wages for 10 Million Jobs Amid Pandemic

•   Bloomberg: As Covid-19 Hits Electric Vehicles, Some Thrive, Others Die

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

•   Reuters: GM delays tentative restart for plant in Silao, Mexico to May 21

•   Reuters: GM says it is 'almost there' on million-mile electric vehicle battery

•   Reuters: Brazil mining sector will quickly bounce back after COVID-19 disruption: Ibram

•   CNN: Premarket stocks: Trade tensions are a huge risk to markets again

•   CNN: US-China trade war is the last thing the world economy needs now

•   CNBC: These European countries are refusing to offer bailouts to companies linked to offshore tax havens

•   CNBC: Coronavirus particles spread by talking can remain in the air for up to 14 minutes, NIH researchers find

•   CNBC: Coronavirus: French-German 500 billion euro fund a big deal for Europe

•   CNBC: China's Xi pledges $2 billion at WHO meeting to help fight coronavirus

•   CNBC: How Taiwan, Hong Kong, Vietnam contain the coronavirus outbreak

•   CNBC: The government is bringing back a bond from the 1980s to help pay off a record deficit

•   CNBC: Credit Suisse: Asia stocks to enter a consolidation in the near term

•   CNBC: Most real estate investment trusts are still getting their rent, except retail

•   CNBC: Siemens Gamesa releases details of huge offshore wind turbine

•   CNBC: Retail sales in the US could fall more than 6% in 2020: Euromonitor

•   MarketWatch: ‘Call it fate, call it karma’ — Why the coronavirus is merely ‘the final kick into the abyss’ for the U.S. economy

•   Fox Business: Expanding coronavirus unemployment benefits causes Republicans to raise red flag

•   Fox Business: Trump gets tough on Chinese stocks in coronavirus standoff with Beijing

•   Yahoo Finance: Stimulus checks may be yanking the economy out of the next Great Depression

•   Stat: Vaccine experts say Moderna didn’t produce data critical to assessing Covid-19 vaccine

•   SCMP: US consumers turn on ‘Made in China’ as pandemic drives consumer nationalism

•   SCMP: Explainer | How big is China’s debt, who owns it and what is next?

•   SCMP: China sets out stall ahead of NPC with reform pledges

•   Global Times: Chinese economists call for increasing deficit-to-GDP ratio to more than 3%

•   Global Times: China-EU economic cooperation increasing amid COVID-19

•   Global Times: China sets eyes on autonomous vehicle growth, leader in global standards

•   매경(P1): [단독] 복지 수혜기준 100개→4개로 단순화

•   매경: 소득인정액 4개로 압축…재난지원금같은 지급기준 혼란 없앤다

•   매경: 20일 첫 사회적 대화…고용보험 확대 시험대

•   매경(P1): 1분기 상장사 순이익 `반토막`…매출은 작년보다 0.9% 늘어

•   매경: 상장사 2분기도 암울…매출 줄고 영업익도 21% 감소할듯

•   매경: 딜로이트가 13개국 1만3천명에 물어보니…한국 직장인 절반 "실업 공포"

•   매경: 3년내 절반 망하는데…식당창업 달려드는 30대 청년·70대 은퇴자

•   매경: 대출 돌려막기로 버티지만…빚덩이 자영업

•   매경: 김기식 더미래연구소장 "정부 돈풀어 자영업 부추겨선 안돼"

•   매경: "소상공인 대출 두달 기다렸는데…2차신청 받을때냐"

•   매경: "정제마진 최악"…정유社 유가 올라도 울상

•   매경: 코로나19 확산 불구 `선방`…삼성TV 역대 최고 점유율

•   매경: 두산重 리스크 덮친 두산…증권가 "투자의견 하향"

•   한경(P1): "투자 활력 되살리자"…임시투자세액공제 9년 만에 부활

•   한경: [단독] 채권단 "베어스도 팔아라"…두산 "안 팔아"

•   한경: 코로나 쇼크에 현금 쌓는 기업·가계…단기자금 1100兆 돌파

•   한경: 코스닥 상장사도 영업이익률 5.2→3.7%…'속빈 강정'되나

•   한경: [마켓인사이트]産銀, '구조조정 모드'로 전환..이사회서 조직체계 개편안 의결

•   서경(P1): 웨어러블 심전도 기기 '메모워치' 첫 건보적용···원격의료 도입 신호탄

•   서경(P1): 채안펀드, A+등급 여전채도 매입

•   서경: 회사채 시장 양극화·실적 부진' 비판에 채안펀드 편입대상 확대

•   서경(P1): [단독]저축은행도 사상 첫 0%대 예금 나왔다

•   서경: 저축은행마저 '1%대 금리 둑 무너져"..."돈 빼서 주식해야 하나"

•   서경(P1): "한국호, 산업지형 리디자인···기술전쟁 파고 넘어야"

•   서경: [서울포럼 2020]'딥 체인지'는 생존의 조건···이종간 벽 허물고 敵과도 손 잡아야

•   서경: [서울포럼 2020]G2 갈등·脫세계화 시대, 공급망 재구성해 신시장 뚫어라

•   서경: [서울포럼 2020] "리쇼어링, 첨단산업 강화에 초점···美·中이 잡고싶은 기업 만들어야"

•   서경: 초고화소 이어 DSLR급 감도까지 담아... 삼성전자 "소니 넘는다"

•   서경: 수은, 2022년까지 소·부·장 기업에 1조원 수출지원

•   서경: 귀국한 이재용, 반도체전쟁 해법 찾았나

•   서경: 현대·기아차, 4월 유럽판매 79% 뚝

•   서경: 강남 분양가 묶인 동안...집값은 두배로

•   조선(P1): 세금 다 냈는데… 감사원 "공시價 부실 산정"

•   조선: 노사정 대화 앞두고, 민노총식 몸풀기?

•   조선비즈: 한국에 등 돌리는 투자자들… "올해 외국인 직접투자 더 줄듯"

•   조선비즈: [단독] 화웨이 장비로 망 고도화하려는 현대차그룹... "타이밍이 안좋네"

•   IT조선: [단독]삼성전자, 블록체인 기술 연구 조직 해체…삼성코인·메인넷 개발 불투명

•   인베스트조선: 삼성, 비메모리 육성 제자리..."파운드리 분사 결단해야"

•   동아(P1): “코로나 경제위기 이후 국가 신뢰의 위기 온다”

•   동아(P1): 20일 등교 앞두고… 대형병원-직업학교 잇단 확진

•   문화: 꿈의 TV ‘퀀텀닷’ 현실로… 삼성, 내년 초 시험 생산

•   서울(P1): 日 ‘독도 도발’ 되풀이… “韓 중요 이웃 국가” 표현은 부활

•   머니투데이(P1): 부산·대전·광주·춘천·창원에 수소생산기지

•   머니투데이: 코로나19 '긴급재난일자리' 대책이 필요하다

•   머니투데이: "올해 1만대 넘을 수소전기차, 5년 뒤 20만대 수준될 것"

•   머니투데이: "LG 벨벳 색상 볼때마다 달라요"…비밀은 '이 기술'

•   더벨: 두산인프라 中 자회사 DICC, 작년에 더 날았다

•   헤럴드경제(P1): 기업 85% “리쇼어링 계획 전혀 없다”

•   헤럴드경제(P1): 대통령·총리 밑그림 ‘노사정 대화’ 노동계-경영계 온도차

•   헤럴드경제(P1): 고용유지·U턴기업 인센티브 등 내달초 ‘하반기 경제방향’ 나온다

•   헤럴드경제: 유턴하면 파격 인센티브 …기업들 “글쎄요” 갸우뚱

•   헤럴드경제: 비용절감 효과에 15억 내수시장…국내기업 90% ‘脫중국’ 안 한다

•   헤럴드경제: 높은 임금에 경직된 노동시장…기업들 ‘국내 유턴’ 막는다

•   헤럴드경제: “자국기업 모셔라” 美·日·유럽 뜨거운 경쟁…후진하는 한국

•   헤럴드경제: “대기업은 규제개혁…中企는 금융지원”

•   헤럴드경제: “법인세 인하·노동시장 경직성 완화…미국처럼 과감한 큰 틀의 변화 필요”

•   헤럴드경제: 두산그룹발 쏟아지는 알짜매물들…그래도 시장은 ‘뜨뜻미지근’

•   헤럴드경제: ‘코로나 지원’ 국내銀 건전성 5년來 최저

•   헤럴드경제: BIS비율 하락…빚내 자본 늘리는 은행들

•   헤럴드경제: 美-中 무역분쟁 재점화…재계, 유탄 최소화 주력

•   파이낸셜뉴스(P1): 박용만 "기업은 하루가 급해… 판 깔아달라"

•   파이낸셜뉴스: 갚을 돈 느는데 직장 잃어 소득 뚝… 재난지원금도 반짝 효과 [쪼그라드는 가계 살림]

•   파이낸셜뉴스: 가정의달 '급전' 끌어쓴 개인, 신용대출 보름새 6800억 늘어 [쪼그라드는 가계 살림]

•   파이낸셜뉴스: ‘미·중 패권전쟁’ 불똥 튄 반도체… 삼성·SK, 비상 시나리오 가동

•   파이낸셜뉴스: 올 신용등급 전망 21곳 하향 조정.. "신평사, 시장불안 가중시켜" 비판

•   파이낸셜뉴스: "나무 대신 숲 보자" 1700개로 쪼개진 재정 지출 틀 새로 짠다

•   아시아경제(P1): 신용융자 10兆…다시 늘어난 '빚투'

•   아시아경제(P1): 반도체, 화웨이 '반짝 특수'

•   아시아경제(P1): 올 세제개편, 기업 추가혜택 없다

•   아시아경제: "재난지원금, GDP 효과 미미…미래소비 앞당길 뿐"

•   아시아경제: 미래車·코로나에 달라진 현대차 노사관계

•   아시아경제: 코로나 타격 버틴 삼성·LG '생활가전의 힘'…1분기 공장 가동률 보니

•   아시아경제: "상한제·전매제한 피하자"…뜨거워진 여름 분양大戰

•   아시아경제: 쌍용차·두산·대한항공 등 위기의 기업들…다음주 운명의 한 주

•   아시아경제: 흑자전환에도 주가 뚝…한전 떠나는 큰손들

•   디지털타임스(P1): C쇼크에 속출하는 `슬로 스티머`

•   이데일리(P1): [단독]김상조표 '공정경제 3법' 21대 국회서 재추진

•   이데일리: 1분기 깜짝 실적 이어 "2분기도 맑음"…컨센서스 상향 종목은

•   이데일리: 쉼없이 오르는 서울 전셋값…전월세 상한제 카드 꺼내나

•   이데일리: [마켓인]‘핫'한 물류센터·골프장 투자, 없어서 못한다

•   뉴시스: 원자력노조연대 “월성원전 맥스터 확충에 압도적 찬성” 호소

•   뉴시스: 두산중공업 휴업 통보에 노조 반발…"법적 투쟁"

•   reNews: COVID-19: Lower demand hits renewables revenues

•   reNews: Vietnam has potential for '160GW of offshore wind'

•   Renewables Now: ANALYSIS - Wave and wind are the new hybrid renewable energy source

•   에너지경제: 정부 '에너지전환 이후에도 원전 유지·보수 시장 유지'

•   KHL: Caterpillar adds new compact wheeled loaders

•   KHL: Hyundai launches HX300AL

•   KHL: European launch for Kobelco’s SK130LC-11

•   Equipment Journal: Cat boosts production and durability with new 395 excavator

•   Equipment World: Equipment makers bring out more new machine deals amid coronavirus downturn

•   건설경제: 상장사 1분기 실적 반토막...건설은 ‘선방’

•   OilPrice.com: Most Oil Companies Aren’t Returning Coronavirus Emergency Loans

•   CNET: I switched to Google Pay from Samsung Pay and haven't looked back

•   CNET: Galaxy Z Flip, 3 months later: 2020's biggest surprise is how much I like this phone

•   Verge: IFA 2020 will take place as an invite-only in-person event with strict attendee limits

•   전자신문(P1): [단독]현대차, 사상 처음 '삼성 배터리' 단다

•   전자신문: [이슈분석]포스트 코로나 시대 '공급망관리(SCM)' 부상

•   전자신문: [이슈분석]SCM 업계, 포스트 코로나 대비한다

•   전자신문: [이슈분석]SCM으로 코로나 위기 어떻게 대처했나

•   전자신문: 테슬라, 중국식 배터리 채용 확정...한·일 배터리 위협 시작됐다

•   ZDNet Korea: TSMC로 튄 '화웨이 제재' 불똥, 삼성 반사이익 기대

•   디지털데일리: [딜라이트닷넷] 中 대형 OLED ‘도전’…LGD, 광저우 가동 ‘안갯속’

•   Inside EVs: In General Sales Decline Times, EV Market Share Will Rise By Falling Less

•   Robot Report: Robots vs. jobs: IFR refutes MIT economist

•   Robot Report: Rocos to add remote management to Boston Dynamics’ Spot robot

•   로봇신문: 오는 2025년 제조업용 로봇 시장, 26조원 육박

•   로봇신문: 4월 中 산업용 로봇 생산량 전년比 급증

•   Nikkei Asian Review: China turns aggressive on global stage ahead of Congress

•   Nikkei Asian Review: Komatsu loses ground to Sany, missing out on China construction boom

※   KHL Yellow Table 2020

※   두산은 9위 유지했으나 M/S는 지난해(3.7%) 대비 하락

•   Nikkei Asian Review: Sony to become Sony Group, integrating financial unit

•   Nikkei Asian Review: BOJ to hold an emergency policy meeting on Friday

•   Nikkei Asian Review: Japan prepares cash injections for small, virus-hit companies

•   Japan Times: Subaru virus shutdown results in production loss of 150,000 vehicles

•   Economic Times: India's coronavirus case count crosses 1,00,000 mark

•   Economic Times: NBFCs see opportunities opening up, prepare to give fresh loans in June

•   Economic Times: View: Out of the Covid-19 disaster comes privatisation, and other reforms

•   Livemint: Why India needs more than liquidity dreams

•   Business Standard: Economic package won't fully offset negative impact of Covid-19: Moody's

•   Hindustan Times: GST rate cut to boost demand may be counterproductive, say finance ministry officials

•   Folha de S.Paulo: Brazil Registers 674 New Deaths and Passes UK in Coronavirus Cases

•   Jakarta Post: Indonesian coal miners suffer impact from India’s lockdown

•   Jakarta Post: Indonesia’s clean energy program faces setback, ETI ranking plunges

•   Jakarta Post: Concerns mount over plan to hold upcoming regional elections in December

•   Myanmar Times: World Bank pledges to support economic reform in Myanmar

[Opinions]

•   Project Syndicate(Shlomo Ben-Ami): Democracies Are Better at Managing Crises

•   Project Syndicate(Lucrezia Reichlin): Lucrezia Reichlin Says More…

•   Project Syndicate(Mariana Mazzucato, Giulio Quaggiotto): The Big Failure of Small Government

•   Project Syndicate(M. Chatib Basri, Rema N. Hanna, Benjamin A. Olken): Spend Fossil-Fuel Subsidies on Pandemic Relief and the Poor

•   Project Syndicate(Adair Turner): Achieving a Sustainable Chinese Recovery

•   FT(Editorial Board): Franco-German rescue plan is a big step forward

•   FT(Editorial Board): Virus lays bare Latin America’s many woes

•   FT(Martin Wolf): Why inflation might follow the pandemic

•   FT(Amy Kazmin): Modi’s coronavirus ‘stimulus’ for India leaves business and investors deflated

•   FT(Henry Steel): Clean-up costs of old mines are an investment risk

•   FT(Michael Stott): Covid-19 has brought a role reversal for Latin America’s populists

•   FT(Stephen Moore): Deflation is the real killer of prosperity

•   FT(Henny Sender): China sees trickle of deals for distressed businesses rather than flood

•   WSJ(Holman W. Jenkins, Jr.): Coronavirus and Policy Chaos

•   WSJ(William A. Galston): Heed Powell’s Call for Fiscal Stimulus

•   WSJ(Marc Siegel): Will a Face Mask Protect You?

•   WSJ(Robert B. Zoellick): The U.S. Doesn’t Need a New Cold War

•   WSJ(Dan Crenshaw): Why Does Reopening Polarize Us?

•   WSJ(Manish Butte, Andrew Bogan): A Political Assault on Antibody Tests

•   NYT(Michelle Goldberg): The Phony Coronavirus Class War

•   NYT(Haider Warraich): The Risks of Trump’s Hydroxychloroquine Hype

•   NYT(Elizabeth O. Ananat, Anna Gassman-Pines): Grim Reports From Workers Hit by the Covid Economy

•   WP(Robert J. Samuelson): Can democracy and high unemployment coexist?

•   WP(Max Boot): The WHO has been more effective at fighting the coronavirus than Trump has. No wonder he hates it.

•   WP(Josh Rogin): The Democrats’ $3 trillion coronavirus bill has zero funding for international assistance

•   WP(Carl Bildt): The post-American world is now on full display

•   WP(William Haseltine): The rush to share good news on covid-19 drugs is undermining science

•   Bloomberg(David Fickling): Why I’m Nervous About the End of Lockdown

•   Bloomberg(Tyler Cowen): Covid-19 Will Expose the Ghosts in the U.S. Economy

•   Bloomberg(Noah Smith): Congress Offers the Help the Economy Desperately Needs

•   Bloomberg(Brian Chappatta): CLOs Are Inflicting Serious Pain to Risk Takers

•   Bloomberg(Shuli Ren): QE in an Emerging Market? Sounds Like a Brilliant Plan

•   Bloomberg(Liam Denning): Smart Energy Stimulus Means Thinking Small

•   Bloomberg(John Authers): Howard Marks Knows the Value of 2020 Hindsight

•   Bloomberg(Brooke Sutherland, Elaine He): Pandemic Seems to Last Forever. So Did Earnings Calls.

•   Bloomberg(Clara Ferreira Marques): How Putin's Russia Bungled the Pandemic

•   Bloomberg(Therese Raphael): Why Boris Johnson Is Stuck in Lockdown Mode

•   Bloomberg(Jonathan Bernstein): In House Elections, Every Seat Counts

•   Bloomberg(Michael R. Strain): Skittish Treasury Hobbles Small-Business Loan Plan

•   Bloomberg(Nir Kaissar): Stock Prices Make Lofty Promises That Earnings Can’t Keep

•   Bloomberg(Max Nisen): Vaccine Developers Like Moderna Need to Take Their Time

•   Bloomberg(Clive Crook): Inflation Isn’t Gone For Good

•   CNBC(Laura Wronski, Jon Cohen): The next Silicon Valley exodus — Over 25% of tech sector wants permanent work from home

•   CNN(Mark Zandi): The entire economy will sink if the federal government doesn't bail out states

•   MarketWatch(Paul Brandus): Millions more seniors are likely to fall into poverty

•   MarketWatch(Peter Morici): Washington should back off and let the governors manage the crisis

•   Reuters(Andy Home): Column: China shifts policy tack to plug its copper scrap gap

•   Nikkei Asian Review(James Crabtree): US-China decoupling is much harder than Donald Trump thinks

•   서경(정용훈): 원전 죽이면서 그린 뉴딜이라고?

•   조선(김승범): 중국 참새잡이와 한국 원전

•   헤럴드경제(이상훈): 유니콘 단상

•   글로벌이코노믹(남지완): 산은·수은의 ‘두산중공업 찔끔 지원’으론 어림도 없다