Business Intelligence Monitor 200521

(Introduction)

[Markets]

•   Global: Oil gains, stocks rally on renewed recovery hopes

※   Nasdaq 5% from all-time high as Amazon, Facebook hit records

※   Recovery hopes drive higher prices in oil, equity markets

※   Euro gains on French-German plan for recovery fund

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 기관·외인 매수에 닷새째 상승…1,990선 '코앞'

•   한국: 코스닥 700 넘어 연중 최고치…"실적 비해 너무 올랐다" 경고도

•   Metals: Copper hovers near two-month high ahead of China govt meeting

•   Iron ore: Iron ore price surges on Brazil covid-19 crisis

•   Grains: Wheat rallies on Black Sea dryness, soybeans gain against Brazil

[Indicators]

•   US 2019 Birthrates: U.S. Birthrates Fall to Record Low

•   US Weekly Mortgage rates·applications: Weekly mortgage applications point to remarkable bounce in homebuying

•   UK Apr. CPI: UK inflation falls to three-year low in April on cheaper energy prices

•   한국 1분기 가계신용: 가계빚 증가 둔화됐지만…주담대는 여전히 늘어

•   한국 4월 거주자 외화예금: "달러 모으자"…기업·가계 달러예금 올 들어 최대

•   한국 4월 생산자물가: 4월 생산자물가지수 0.7%↓…석탄·석유제품 사상 최대 하락

•   Japan Mar. Machinery orders: Japan's March machinery orders fall 0.4% month-on-month

•   Japan Apr. Convenience store sales: Japan's April convenience store sales log record drop amid pandemic

•   Indonesia Q1 Current account: Indonesia’s Q1 current account deficit narrows as imports fall

•   Thailand Benchmark rates: Thai central bank cuts policy rate for third time this year

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: All 50 States Have Now Taken Steps to Reopen

•   WSJ: Behind Bond Market’s Stall, Investors See Hard Times Ahead

•   WSJ: The Day Coronavirus Nearly Broke the Financial Markets

•   WSJ: Fed Discussed Plans to Provide More Economic Support

※   Fed: Minutes of the Federal Open Market Committee, April 28-29, 2020

•   WSJ: Nearly Half of U.S. Households Have Lost Income Since Lockdowns Started

•   WSJ: What Unemployment Claims Tell Us About Virus Job Losses

•   WSJ: Fed’s Bullard Doesn’t See Virus Second Wave as Major Threat

•   WSJ: Virus Layoffs Remake Silicon Valley Job Market

•   WSJ: Newsletter: Baby Busts and Slow Rebounds

•   WSJ: Ford’s Chicago Plant Stops Production for Second Straight Day

•   WSJ: Apple, Google Unveil Technology for Covid-19 Exposure Alerts

•   WSJ: Landlords Fume as Starbucks, Other Chains Seek Extended Rent Cuts

•   NYT: Senate Passes Bill That Could Block Chinese Firms From U.S. Securities Exchanges

•   NYT: Iran Quietly Lowers the Temperature With U.S.

•   NYT: In China’s Coronavirus Crisis, Xi Sees a Chance to Strengthen His Rule

•   NYT: After Coronavirus, Office Workers Might Face Unexpected Health Threats

•   NYT: Coronavirus Shut Down the ‘Experience Economy.’ Can It Come Back?

•   NYT: Is a Pandemic the Right Time to Start a Business? It Just Might Be

•   NYT: As Reopening Starts, Americans Expect Recovery to Take Years

•   WP: Trump threatens funding for Michigan, Nevada over absentee, mail-in voting plans

•   WP: As U.S.-China rhetoric grows harsher, new risks emerge with Taiwan drawn into the mix

•   WP: Millions of people lost their jobs in hard-hit New England. Many fear their homes could be next.

•   WP: Trump’s preferred construction firm lands $1.3 billion border wall contract, the biggest so far

•   FT: Strong demand for US 20-year bond to fund record spending

•   FT: World Bank names crisis expert as new chief economist

•   FT: US sets $200bn fundraising goal for Fannie and Freddie

•   FT: Holidays up for debate as France looks to rebound from virus

•   FT: Argentines take no chances as default fears grow

•   FT: UK gilts flash a negative sign for the Bank of England

•   FT: UK set for new clash with Brussels over Northern Ireland Brexit plan

•   FT: What is the Northern Ireland protocol: the Irish Sea border explained

•   FT: BoE says negative interest rates are ‘under review’ for first time

•   FT: UK sells negative-yielding government bonds for first time

•   FT: Treasury set to curb property investments by councils

•   FT: Turkey secures sought-after currency swap with expanded Qatar deal

•   FT: UK mortgage payment holiday set to be extended

•   FT: Trump’s new tool to bring factories home from China

•   FT: Spain’s moneyed classes step up anti-government protests

•   FT: Sweden’s death toll unnerves its Nordic neighbours

•   FT: Deal between battery start-ups brings UK’s first gigafactory closer

•   FT: Emerging countries lift lockdowns despite Covid-19 cases surge

•   FT: Taiwan president calls on Xi Jinping to stabilise cross-strait ties

•   FT: Chinese business pleads for more help from Beijing

•   FT: US and Chinese cloud companies vie for dominance in south-east Asia

•   FT: Time to buy a car? Auto industry hopes for coronavirus silver lining

•   FT: Court case threatens to shake up $100bn in Chinese dollar bonds

•   FT: Third of North Sea oil and gas likely to be left in ground

•   FT: Sweden’s rising death toll unnerves its Nordic neighbours

•   Guardian: WTO reports big slump in global trade as coronavirus takes toll

※   WTO: WTO goods barometer flashes red as COVID-19 disrupts world trade

•   Bloomberg: Australia’s Recession-Busting Pillars Set to Topple Post-Virus

•   Bloomberg: China’s New Outbreak Shows Signs the Virus Could Be Changing

•   Bloomberg: Trump Ratchets Up Wooing of His Base With WHO Threat, Unproven Drug

•   Bloomberg: What to Watch as China Unveils Latest Stimulus in Policy Meeting

•   Bloomberg: In Virus Relief, Tech-Savvy Korea Beats Paperwork-Heavy Japan

•   Bloomberg: Oil Demand Will Take Months to Recover in No. 3 Buyer India

•   Bloomberg: China’s Got a New Plan to Seize the World’s Tech Crown From the U.S.

•   Bloomberg: Another Challenge for Vaccine Makers: Keeping It at Minus-112 Degrees

•   Bloomberg: China’s New Outbreak Shows Signs the Virus Could Be Changing

•   Bloomberg: U.S. Economy May Need More Fiscal Stimulus, Fed’s Kaplan Says

•   Bloomberg: Crisis Reminds Us That Nothing Beats Dollars

•   Bloomberg: Next WTO Chief to Need Zen-Like Composure for a Rough Ride Ahead

•   Bloomberg: Soy Farmers Bet Against Peso Just as Argentina Needs Cash

•   Bloomberg: Brexit Gets Personal as Officials Trade Barbs Amid High Tension

•   Bloomberg: Emboldened by a Stronger Lira, Turkey Is Set to Cut Rates Again

•   Bloomberg: ECB Finally Hears EU Cavalry Coming to Help Its Crisis Fight

•   Bloomberg: Did Europe Just Agree to Joint Borrowing? Not Exactly

•   Bloomberg: Hardest-Hit States, Once Shortchanged on Small-Business Aid, Are Catching Up

•   Bloomberg: Coronavirus Threatens the Dollar’s Global Dominance: Weisenthal

•   Bloomberg: Africa News: Debt Relief to Fund Covid-19 Response Accellerates

•   Bloomberg: China’s Commodities Rebound Faces Decisive Test at Policy Meet

•   Bloomberg: Bolsonaro Touts Chloroquine as Brazil Virus Toll Surges

•   Bloomberg: Close to 1 Million in Spain Await Furlough Payments, Survey Says

•   Bloomberg: ECB Pandemic Loans Start Slow as June in Focus: Liquidity Watch

•   Bloomberg: Euro-Area Fiscal Support Shows France, Spain Fall Short: Chart

•   Bloomberg: ECB Hands Banks $931 Million in First Round of New Funding

•   Bloomberg: Debt Binge to Widen India’s Fiscal Gap to 13%, Says HSBC

•   Bloomberg: Europe’s Coronavirus Spread in Check as Lockdowns Loosened

•   Bloomberg: G-7 Central Bank Bond Buying Above $1.3 Trillion in April: Chart

•   Reuters: Merkel expects Lufthansa bailout deal soon

•   Reuters: Senate Democrats call for Trump administration to unveil details of TSMC plant deal

•   Reuters: Indonesia reports biggest daily rise in coronavirus infections

•   Reuters: Russia says many coronavirus patients died of other causes. Some disagree

•   Reuters: Peru coronavirus cases surpass 100,000 as demand sends drug prices soaring

•   CNN: Premarket: Oil prices are recovering. Is it too much, too fast?

•   CNN: Reliance CEO Mukesh Ambani is trying to build the next global technology giant

•   CNN: Trump likely to decide in coming days whether to host G7 in person

•   CNBC: New coronavirus cases across the world jump by the most in a single day, WHO says

•   CNBC: Moderna would never release coronavirus vaccine data different from 'reality,' chairman says

•   CNBC: Apple just made it easier to unlock your phone without FaceID because so many people are wearing masks

•   CNBC: Investors should question buying US stocks right now, strategist says

•   CNBC: U.S. targets Iran's interior minister in latest round of sanctions

•   CNBC: Where's Brexit at: EU and UK fight over trade deal

•   CNBC: Argentina: Guzman says 'big chance' May 22 deadline will be extended

•   CNBC: Lockdowns lead to drastic fall in carbon emissions, but the effect could be temporary

•   CNBC: Why states can’t go bankrupt

•   CNBC: Why Apple is unlikely to face backlash from China over new U.S. rule on Huawei

•   CNBC: Scientists propose a 50 days on, 30 days off coronavirus lockdown strategy

•   MarketWatch: This 2020 presidential forecast says Trump faces historic defeat due to terrible economy

•   MarketWatch: The economy is finally recovering from the coronavirus, but the ill-effects aren’t going away for a long time

•   SCMP: Destined for conflict? Xi Jinping, Donald Trump and the Thucydides trap

•   SCMP: Could the China-Australia free trade deal halt escalation of virus spat?

•   SCMP: China private firms demand action on local government late payments

•   SCMP: Chips are down for China, as American firm shuts semiconductor factory

•   Global Times: Post-pandemic world trend: further globalization, better governance

•   Global Times: Two sessions ‘in cloud’: expected to inject confidence, unite people in wake of COVID-19

•   매경(P1): 항공·해운 등 `40조 수혈`…저신용회사채 10조 매입

※   기재부: 제4차 비상경제 중앙대책본부 회의 개최

•   매경: `직접 대출` 나선 韓銀…BB등급까지 사들여 기업 자금난 숨통

•   매경: 채안기금서 빠진 비우량 채권에 온기…가산수수료 1%P는 부담

•   매경: 한국판 뉴딜 사업에 與공약 그린뉴딜 포함

•   매경: `급한 불` 대한항공·제주항공 우선지원…소규모 LCC는 제외

•   매경: 기금운용심의위원에 김성용·오정근 등 7명

•   매경: 車·조선 등 지원 추후논의…`유동성 위기` 쌍용차 포함 촉각

•   매경(P1): 전월세, 내년말부터 실거래가 신고

※   국토부: ‘집 걱정 없는 삶, 공정한 시장질서, 편안한 주거환경’ 을 위한 2020년 주거종합계획 발표

•   매경: 임대소득 과세위한 포석…`전월세 상한·계약갱신권` 밀어붙일듯

•   매경: 수도권 분양가상한제 아파트에 최대 5년 의무거주 추진

•   매경(P1): LG, TV생산라인 印尼로 옮긴다

•   매경: 서비스발전·中企진흥법…재계가 요구 `경제입법` 끝내 무산

•   매경: 이름만 거창한 디지털 일자리

•   매경: [Science in Biz] 폭발·화재 없는 전고체 배터리…상용화는 `먼길`

•   한경(P1): [단독] 배달의민족, 40조원 식자재 배송시장 진출

•   한경(P1): 모두 나몰라라…퇴직연금이 '박살'났다

•   한경(P1): 탄력근로제 확대 끝내 무산

•   한경: 문 대통령 "한국이 '기후악당'이라니…동의 힘들다"

※   2018년 한전이 인도네시아에서 수주한 석탄화력발전소 ‘자와 9·10호기’에 대해서도 정책금융기관들이 대출과 보증을 내주기로 했다.

•   한경: "올 법인세수 6년 만에 첫 감소…법인세수 결손 8조원 달할 것"

•   한경: 법인거래 감시·전매금지…되레 서울 투자 부추길 수도

•   한경: 수도권·지방 전매제한 앞두고…내달까지 10만가구 풀린다

•   서경(P1): 그린뉴딜 부각에 한국판 뉴딜 혼선

•   서경: 그린뉴딜'이 상위개념 땐 디지털 혁신 뒷전으로 밀릴듯

•   서경(P1): 전경련 "외국인 직접투자, 2년 연속 감소할 것"

•   서경: [시그널] 내달까지 ABCP 만기 17조 달해···'3월 악몽' 재연되나

•   서경: "가격 부담 뚝, 성능은 쑥" 수소연료전지 상용화 가속

•   서경: LNG발전 확대 발맞춰...투자 늘리는 中企

•   조선(P1): "코로나로 중국 불신 더 커질것" "미국은 리더 역할 제대로 못해"

•   조선: "코로나가 퍼뜨린 폐쇄주의… 세계무역 영원히 회복 안될 것"

•   조선: "美 코로나 사망 1명당 1000만달러 손실, 사람부터 살려야 이득"

•   조선: 법인세 깎아주고 보조금 주고… 전세계는 리쇼어링

•   조선: 100대 기업 CEO… 20년 걸렸고, 평균나이는 59세

•   조선비즈: [비즈톡톡] 포스트 코로나, 왜 '클라우드'에 주목하는가

•   조선비즈: 韓 LCD 끝나지 않았다… 고부가 모니터용 지배력 확대

•   인베스트조선: 정부가 바라는 '질서있는 구조조정', 과연 가능할까?

•   중앙: 한국 수출규제 하려다 부메랑…일본 불화수소 업체 순익 -18%

•   중앙: 반도체 패권 전쟁 미·중, 대만 TSMC 차지해야 왕관 쓴다

•   중앙: “현금 최우선” 대기업 부동산 큰장 섰다

•   동아(P1): 정부 “5·24조치 실효 상실” 사실상 폐기 선언

•   동아: [단독]‘원전 첫 수출’ UAE 바라카 현장서 4명 양성

•   문화: 코로나충격 하반기 계속땐… 상장사 7%, 현금 바닥난다

•   문화: 오염감시도 언택트시대… 드론으로 오존배출사업장 잡는다

•   한국(P1): 코로나로 힘실리는 기본소득제 논의… “도입 찬성” 62%

•   세계: 원자력노조 “경주 월성원전 맥스터 증설 찬성해달라”

•   머니투데이(P1): 14년전 파주에 LGD 들어서자 노무현 "참 잘된 결정"

•   머니투데이(P1): "디지털·그린뉴딜 기업에 수도권을 許하라...그러면 일자리가"

•   머니투데이: TV·휴대폰 해외로 빼는 대기업들, 왜 협력사에만 유턴 독려하나

•   머니투데이: 日 토요타가 부러운 현대차…'빈 손 유턴' 언제까지

•   머니투데이: 수소냐, 탄소냐' 정부, 부생수소활용 계산기 들었다

•   머니투데이: 코로나19에 中 TV 시청 시간 26%↑…삼성·LG "뜻밖의 호재"

•   머니투데이: 시간당 3톤 쏟아지는 수소, 50KW 전기로...친환경 'K발전' 뜬다

•   더벨: 두산건설, 채권 회수·판관비 절감…정상화 '사활'

•   헤럴드경제(P1): SK하이닉스, 집중근무시간 폐지 검토

•   헤럴드경제(P1): 공공 노동이사제 도입 급물살...경영계 ‘민간 확대’ 우려 증폭

•   헤럴드경제: 골프장 M&A ‘나홀로 호황’

•   파이낸셜뉴스(P1): "코로나 위기 극복" 22년만에 한자리 모인 노사정 대표

•   파이낸셜뉴스: 일자리 위기 공감했지만… 勞 "해고 금지" 使 "고용비용 막대" [코로나19 충격 가시화]

•   파이낸셜뉴스: 비관론 쏟아지는데.. KDI "올 0.2% 성장"

※   KDI: KDI 경제전망, 2020 상반기

•   파이낸셜뉴스: 0%대 성장이냐 역성장이냐… 한은의 고민

•   파이낸셜뉴스: "공공 40만+민간 15만개 일자리, 3조5천억 추경재원 확보해 집행"

•   아시아경제(P1): [SAFF 2020]은성수 위원장 "포스트 코로나 혁신성장 준비"

•   아시아경제: [SAFF 2020]코로나 충격 전무후무…G2 저물고 'G제로' 시대 온다

•   아시아경제: 코로나 여파에 해외건설 수주액 3달째 내리막

•   디지털타임스(P1): "安美經中 벗어난 반전외교 준비해야"

•   이데일리(P1): 현대차, 코로나19 충격에도 미래차 투자 늘려

•   이데일리: 현대차그룹 빅3, 코로나19 충격에도 투자 두자릿수 확대

•   이데일리: ‘선택과 집중’ 갤노트20…ToF·100배줌 빠지고 1억화소 살리고

•   이데일리: “포스트 코로나 대비하라”..SK그룹, ‘닥공 투자·현금확보’ 총력

•   이데일리: [마켓인]연이은 매각설에 부인 공시 '맞대응'…누가 맞을까

•   연합: 지난해 우리나라 50대 기업 영업이익 61% 폭락

•   뉴시스: 프로야구 '두산베어스' 매각설...채권단 "사실무근"

•   뉴스1: 회사채 매입 확대 수혜 '추락 천사'는 어느 기업?…BBB도 웃는다

•   아주경제: "석탄 투자 어쩌나" 머리 싸맨 은행들

•   오마이뉴스: 두산중공업 휴업 강행... 금속노조 "휴업 빙자한 구조조정"

•   더구루: 한전 수주' UAE 바라카 4호기 상온수합시험 '합격'…가동 탄력

•   톱데일리: 두산그룹, '두산베어스' 꼭 안고 가야하나?

•   로이슈: 두산 4세 박진원 부회장, 프로포폴 투약 의혹에 강경 대응 시사

•   reNews: Suzlon shareholders approve debt restructuring

•   reNews: World Bank finds 'over 15TW offshore potential'

•   reNews: COVID-19: New renewables capacity to 'fall 13%'

※   IEA: Renewable energy market update

•   건설경제: 남양주 진주아파트 재건축, 30일 수의계약 시공사 선정 총회 개최

※   이날 총회에서는 우선협상대상자 1위인 대우건설, 두산건설, 포스코건설 컨소시엄에 대한 찬반 투표를 진행

•   Verge: Vivo’s next flagship has a giant gimbal-style camera lens

•   전자신문(P1): 삼성-LG, 차세대 아이폰 OLED 공급…패널 생산 준비 착수

•   Phone Arena: Leaked photos allegedly show "rough" Samsung Galaxy Note20 CAD renders

•   Inside EVs: BloombergNEF: Europe And South Korea Want EVs, But The U.S. Prefers Gas Cars

•   Hannover Messe News: Industrial Transformation – Industry makes progress

•   로봇신문: 현대로보틱스, 모바일 서비스 로봇 '유니' 연구개발 발표회 개최

•   로봇신문: 지난해 中 보안 로봇 시장 1400억원 규모 형성

•   Inbound Logistics: Quantifying the Impact of COVID-19 on the Supply Chain

•   Nikkei Asian Review: Japan reassesses Tokyo and Osaka emergency restrictions Thursday

•   Nikkei Asian Review: South Korea drops bill addressing wartime labor dispute with Japan

•   Nikkei Asian Review: Avigan trials will continue in Japan, with drug efficacy unclear

•   Nikkei Asian Review: Trump to take center stage at China's parliamentary session

•   Economic Times: Debt woes derail India’s plan to deliver stronger fiscal support

•   Economic Times: New government fund for NBFCs will have limited impact: Analysts

•   Livemint: Lockdown: India's renewables capacity addition lowest in 2 years in Jan-Mar

•   Livemint: India’s economic momentum lags most emerging market peers

•   Livemint: India is chasing an elusive China dream

•   Livemint: Growth this fiscal depends on intensity of covid-19: FinMin report

•   Business Standard: RBI may need to slash rates alongside providing fiscal stimulus: Economists

•   Business Standard: Govt to use RBI money to support struggling NBFCs for just three months

•   Hindustan Times: Chinese smartphone maker Xiaomi reports 13.6% rise in Q1 revenue

•   Hindustan Times: Fiscal impact of stimulus about 1% of GDP: Fitch

•   Hindustan Times: Govt may not heed calls to lower GST

•   Folha de S.Paulo: Brazil Surpasses the Mark of More than a Thousand Coronavirus Daily Deaths - 20/05/2020 - Science and Health - Folha

•   Moscow Times: Russia’s Unemployment Rate Jumps 30%

•   Jakarta Post: PLN profit nosedives 63 percent as costs soar

•   Jakarta Post: Bank Indonesia to provide liquidity for banks involved in loan restructuring

•   Jakarta Post: Industry Ministry allows over 5,800 companies in West Java to operate during PSBB

•   Jakarta Post: Jokowi's coalition parties divided over title of omnibus bill on job creation - Politics - The Jakarta Post

•   Viet Nam News: Credit growth forecast to slow to 9-10% in 2020

[Opinions]

•   Project Syndicate(Carl Bildt): Why This Time Was Different by Carl Bildt

•   Project Syndicate(Josh Lipsky, Jeremy Mark): We Must Expand Debt Relief for Developing Countries

•   Project Syndicate(Mitali Das et al): Emerging Markets’ Hidden Debt Risk

•   FT(Editorial Board): The UK needs to extend its EU transition period

•   FT(Janan Ganesh): China has much to lose from a Biden presidency

•   FT(Martin Sandbu): The eurozone’s bailout fund remains unfairly toxic

•   FT(David Sheppard): Oil faces a stuttering, uneven return to normality

•   FT(Michal Meidan): China’s mixed message to the oil market

•   FT(Nathan Brooker): How to navigate the post-lockdown property market

•   FT(Martin Arnold): Furlough fraud plagues Europe’s drive to save jobs from pandemic

•   FT(Jamil Anderlini): The Communist party will survive Covid-19

•   FT(Lex): Capex cuts: the blight stuff

•   NYT(Farhad Manjoo): The Worst Is Yet to Come

•   NYT(Susan E. Rice): Trump Is Playing the China Card. Who Believes Him?

•   NYT(Scott Walker): Don’t Bail Out the States

•   WP(Editorial Board): The E.U. has realized it is on its own — and is acting accordingly

•   WP(Jennifer Rubin): Trump’s economy is a disaster

•   WP(Paul Waldman): Trump has trapped us in a dark satire of American decline

•   WP(Robert D. Atkinson, Clyde Prestowitz): China’s reaction to the pandemic shows why the U.S. and its allies need a NATO for trade

•   WP(Michael McFaul): The pandemic shows that Putin is not a strong leader

•   WP(Gary Abernathy): What’s really behind Republicans wanting a swift reopening? Evangelicals.

•   WP(Molly Roberts): Obamagate’s shape-shifting genius

•   WP(Elena Conis, Michael McCoyd, Jessie A. Moravek): What to Expect When a Coronavirus Vaccine Finally Arrives

•   Bloomberg(Conor Sen): Winners and Losers This Time Are Different From 2008

•   Bloomberg(Brian Chappatta): First 20-Year Treasury Auction Validates Mnuchin’s Patience

•   Bloomberg(John Authers): Moderna Fiasco Shows Power of Stock Market Narratives

•   Bloomberg(Marcus Ashworth): Germany and France Move Closer to a Euro Bond

•   Bloomberg(Jonathan Bernstein): Trump's Gamble on Reopening May Not Pay Off

•   Bloomberg(Jonathan Bernstein): Trump’s Weakness Is Bad for Democracy.

•   Bloomberg(Andreas Kluth): Did Angela Merkel Just Make a U-Turn in Her European Policy?

•   Bloomberg(Adam Minter): Why Are China's Property Giants Buying Pig Farms?

•   Bloomberg(Elaine He): The Results of Europe’s Lockdown Experiment Are In

•   CNBC(Ron Insana): Forget tax cuts - Here's a five-point plan to help people through the crisis and boost the economy

•   MarketWatch(Rex Nutting): Reopening all businesses would be an economic disaster if workers aren’t safe

•   MarketWatch(Caroline Baum): This time, it won’t take long for the recession to be called officially

•   MarketWatch(Chris Edelson): Polls now show Biden defeating Trump in the 2020 election, but what if Trump refused to lose?

•   문화(정범진): 美 ‘원자력 안보’와 韓 원전 생태계

•   한겨레(Christiana Figueres): 그린뉴딜 리더십을 묻는다

※   한국 정부가 수십억달러나 되는 세금을 두산중공업 구제에 쓰는 것은 이해하기 어렵다.