Business Intelligence Monitor 200525

(Introduction)

[Markets]

•   Global: Hong Kong tensions rattle world stock markets, oil tumbles

※   China’s Hong Kong security law unnerves markets

※   Stocks slide in Asia, trade flat in Europe and Wall Street

※   Oil prices tumble more than 5% before paring losses

※   Dollar gains on safe-haven bids

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 미중 갈등 우려에 1.4% 하락…1,970선으로 '뒷걸음'

•   한국: NAVER+카카오' 시총, SK하이닉스 앞질렀다

•   한국: 국고채 금리 사상최저… 기준금리 인하 기대감 커졌다

•   Metals: Copper falls as China skips GDP goal, U.S.-Sino tension ramps up

•   Grains: U.S. wheat, soybean futures fall with export prospects; corn edges up

[Indicators]

•   Global Apr. Steel production: Steel Output Slumped by Most in a Decade in April Amid Virus

•   US Q2 GDP Nowcast: May 22, 2020: New York Fed Staff Nowcast

•   UK Apr. Retail sales: UK retail sales suffer record fall in April

•   Japan Apr. CPI: Japan core inflation rate turns negative for first time in 3 years

•   Japan Benchmark rates: BOJ to provide 30 tril. yen to aid virus-hit small firms

※   BOJ: Statement on Monetary Policy

•   India Benchmark rates: RBI cuts repo rate by 40 bps to 4%, maintains accommodative stance

※   RBI: Monetary Policy Statement, 2020-21: Resolution of the Monetary Policy Committee (MPC) May 20 to 22, 2020

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Plans New Arms Talks Aimed at Limiting Russian, Chinese and U.S. Nuclear Warheads

•   WSJ: Dropping Growth Target, China Acknowledges Severity of Its Economic Challenges

•   WSJ: America Is Reopening for Summer, and Tensions Are High

•   WSJ: GM’s Plans to Increase Truck Production Delayed by Parts Shortage

•   WSJ: Argentina Defaults on Sovereign Debt Amid Coronavirus Crisis

•   WSJ: U.S. Marks Memorial Day Weekend as Coronavirus Death Toll Nears 100,000

•   WSJ: Coronavirus Threatens to Hobble the U.S. Shale-Oil Boom for Years

•   WSJ: In Seattle, Coronavirus Fallout Opens Economic Divide

•   WSJ: Summer Jobs Dry Up and Teens Face Highest Unemployment in Decades

•   WSJ: The Job Market’s Long Road Back

•   WSJ: More Than 100 in Germany Found to Be Infected With Coronavirus After Church’s Services

•   WSJ: China’s Move to Dismantle Hong Kong’s Autonomy Poses Dilemma for U.S. Policy

•   WSJ: GOP Considers Back-to-Work Bonuses

•   WSJ: The Covid Surcharge: Companies Confront the Unforgiving Economics of Coronavirus

•   WSJ: ECB Is Ready to Expand Stimulus Program, Minutes Show

※   ECB:Account of the April monetary policy meeting

•   WSJ: Economy Week Ahead: Consumer Confidence, Spending, Inflation

•   WSJ: Economy Recovering, but Unemployment Likely to Remain High, Trump Adviser Says

•   WSJ: Banks, Defense Firms Rush to Nab Newly Unemployed Workers

•   WSJ: State, Local Budget Woes Create Drag for Recovery Prospects

•   WSJ: Newsletter: Global Business Activity Steadying

•   WSJ: Nissan, Renault Prepare Billions of Dollars in Cuts

•   WSJ: Elon Musk’s SpaceX Readies First Astronaut Launch by Private Firm

•   WSJ: Rental-Car Company Hertz Files for Bankruptcy

•   WSJ: Off-Price Retailer Tuesday Morning to File for Chapter 11, Sources Say

•   WSJ: Not Even a Pandemic Can Slow Down the Biggest Tech Giants

•   NYT: As Coronavirus Keeps the West at Bay, China Moves to Tame Hong Kong

•   NYT: Top U.S. Officials Threaten Action on China Over Hong Kong Security Law

•   NYT: Remembering the Nearly 100,000 Lives Lost to Coronavirus in America

•   NYT: The Project Behind a Front Page Full of Names

•   NYT: Hong Kong Police Fire Tear Gas as Protesters Resist China’s Grip

•   NYT: Why China’s Move to Rein In Hong Kong Is Just the Start

•   NYT: Pay Cuts Become a Tool for Some Companies to Avoid Layoffs

•   NYT: What Happened to the Great American Logistics Machine?

•   NYT: Amazon Angles to Grab Back Customers

•   WP: Nearly every state had historic levels of unemployment last month, new data shows

•   WP: Biden walks back suggestion that black voters who aren’t already supporting him ‘ain’t black’

•   WP: Hong Kong is dealt a decisive blow by China. What will the Trump administration do?

•   WP: One final viral infusion: Trump’s move to block travel from Europe triggered chaos and a surge of passengers from the outbreak’s center

•   WP: As tankers head toward the Caribbean, growing Iran-Venezuela ties draw U.S. concern

•   WP: The government has spent decades studying what a life is worth. It hasn’t made a difference in the covid-19 crisis.

•   WP: Death counts become the rhythm of the pandemic in the absence of national mourning

•   WP: Covid-19’s deadly new surge is in rural America as states re-open

•   WP: Wang Yi warns against new China-U.S. cold war

•   WP: Trump opts for a 2016 disruption strategy that Democrats say is ill-suited for a pandemic

•   WP: Two years after Trump summit, Kim vows to boost North Korea’s nuclear deterrent

•   WP: Lessons from the deadly second wave of the 1918 flu pandemic for the coronavirus era

•   FT: Australia’s A$60bn ‘reporting error’ boosts coffers for virus recovery

•   FT: IMF agrees $5bn loan for Ukraine

•   FT: The chain of events that led to Germany’s change over Europe’s recovery fund

•   FT: China looks to set up national security agencies in Hong Kong

•   FT: US stimulus efforts stall as Senate adjourns

•   FT: ECB fuels investor expectations that bond-buying will rise in June

•   FT: Scientists vs politicians: the reality check for ‘warp speed’ vaccine research

•   FT: Alibaba and Pinduoduo surpass sales growth expectations

•   FT: Boom to bust in the US shale heartlands

•   FT: Richest nations face $17tn government debt burden from coronavirus

•   FT: Trump ‘has a point’ about WHO flaws, says Germany’s health minister

•   FT: EU divisions laid bare by ‘frugal four’ recovery proposal

•   FT: Israel’s Netanyahu in court as long-awaited corruption trial begins

•   FT: China warns audit plans will drive companies from US exchanges

•   FT: Companies line up to sell stock as US IPO market reopens

•   FT: Diplomatic mission spat increases UK-EU tensions

•   FT: Start-ups race to develop Covid-19 immunity passports

•   FT: Will investors cool on Hong Kong as China takes closer control?

•   FT: Investors see uncertain future in Mexico

•   FT: Business urged to avoid ‘destructive’ Covid-19 disputes

•   FT: China signals room left to borrow in drive for economic rebound

•   FT: UK draws up plans to restrict Chinese inward investment

•   FT: Russia’s small businesses left out in the cold by Covid-19

•   FT: China’s lonely fight to eliminate coronavirus

•   FT: Sánchez says Spain will reopen to foreign tourists from July

•   FT: UK draws up 3-year plan to remove Huawei from 5G networks

•   FT: Fed on hold to assess scale of pandemic trauma

•   FT: Cooped-up Americans race to book vacations in reopened states

•   FT: Brazil’s president comes under more pressure in investigation

•   FT: Sunak at odds with Johnson over speed of UK lockdown exit

•   FT: Waiting for a catalyst to break the limits

•   FT: US oil production drop steeper than expected

•   FT: Russia stands by Open Skies treaty in riposte to Trump

•   FT: Hedge funds bet against Europe stocks as short selling bans expire

•   FT: UK government borrowing and debt surge

•   FT: UK mortgage payment holiday extended for 3 months

•   FT: The future of buy-to-let in a shrinking economy

•   FT: Spare capacity puts pressure on international freight operators

•   FT: Australia: has the ‘lucky country’ run out of luck?

•   Bloomberg: U.S. Hits Back at China’s Alleged Attempts to Restrict Airlines

•   Bloomberg: China’s $941 Billion Sovereign Fund Seeks More Resilient Assets

•   Bloomberg: Trump Restricts Entry Into U.S. From Brazil as Virus Cases Spike

•   Bloomberg: China Official Says Increasing Debt Level Feasible and Necessary

•   Bloomberg: The Worst May Be Coming for Japan’s Abe Even as Virus Eases

•   Bloomberg: Pandemic May Split Thailand’s Ruling Coalition, Says Opposition

•   Bloomberg: Oil’s Sudden Rebound Is Exposing the Achilles’ Heel of Shale

•   Bloomberg: Covid-19 Patients Not Infectious After 11 Days: Singapore Study

•   Bloomberg: The Dow Is Getting Crushed in the Recovery Trade

•   Bloomberg: Oxford University Vaccine Trials Run Into Hurdle

•   Bloomberg: Fate of Global Economy Rests More Than Ever on Finding Vaccine

•   Bloomberg: Xi Says China Won’t Return to Planned Economy, Urges Cooperation

•   Bloomberg: We Need a Name for the Greatest Economic Crisis in a Century

•   Bloomberg: France’s Finance Chief Is Ready to Break Things to Fix the EU

•   Bloomberg: Lockdown Hopes Meet Geopolitical Anxiety in Whiplashed Markets

•   Bloomberg: This Man Will Decide the Fate of Millions of U.K. Jobs Next Week

•   Bloomberg: Peak Fossil Fuels Is Next Big Test for Russia’s Battered Economy

•   Bloomberg: As Virus Raged, China Snapped Up Luxury Cars Made in America

•   Bloomberg: Fed’s Rosengren Sees Main Street Loans Within Next Two Weeks

•   Bloomberg: Europe’s Bread Lines Get New Faces in Warning of Crisis to Come

•   Bloomberg: Who’s Succeeding Against the Coronavirus and Why: QuickTake

•   Bloomberg: South Africa Reopens Economy Despite Surge in Virus Cases

•   Bloomberg: In the Lockdown Economy, Old Measures of Inflation Get It Wrong

•   Bloomberg: GM’s Pickup Plants Are Latest Victims of Bumpy Auto Reopen

•   Bloomberg: OPEC+, Russia Oil News: Vladimir Putin Orders Support

•   Bloomberg: Saudi Arabia Economic Problems: Gulf News, Payment Programs

•   Bloomberg: U.S. Unemployment Rate and 2020 Election Campaign: Latest News

•   Bloomberg: We Need a Name for the Greatest Economic Crisis in a Century

•   Reuters: Coronavirus 'cover-up' is China's Chernobyl: White House adviser

•   Reuters: China tells U.S. to stop wasting time in coronavirus battle

•   Reuters: Dozens of Chinese companies added to U.S. blacklist in latest Beijing rebuke

•   Reuters: Russia reports 153 coronavirus deaths, highest daily toll yet

•   Reuters: Xi says China could have set GDP growth goal around 6% had there been no coronavirus

•   CNN: Alibaba earnings show strong sales growth despite Covid-19 concerns

•   CNN: Unemployment rate could hit 23%: Kevin Hassett

•   CNN: Remember Brexit? Why Britain could really struggle to dig itself out of recession

•   CNN: China and India have fueled global growth for years. That engine has stalled

•   CNN: Moderna execs dumped nearly $30 million of stock after coronavirus vaccine news

•   CNBC: White House: U.S. likely impose sanctions against China over Hong Kong law

•   CNBC: Coronavirus: Dr. Anthony Fauci says staying closed for too long could cause 'irreparable damage'

•   CNBC: Fauci confident U.S. could have coronavirus vaccine by December

•   CNBC: Dr. Scott Gottlieb: U.S. could have 'some semblance of normalcy' this summer if careful

•   CNBC: Amazon, Google, Microsoft reportedly providing web services to blacklisted China firms

•   CNBC: Why scientists are changing their minds and disagreeing during the coronavirus pandemic

•   CNBC: How unemployment insurance abroad compares to the U.S. system

•   CNBC: U.S.-China tensions could become a bigger headwind for the stock market

•   CNBC: IMF says banks will struggle to be profitable through 2025

※   IMF: Global Financial Stability Report

•   CNBC: SoftBank’s second Vision Fund hangs in the balance after the first one posted a record $18 billion loss

•   CNBC: Apple China sales bounce as economy reopens after coronavirus impact

•   MarketWatch: Are stock investors too complacent about a full-scale blowup between China and the U.S.? Here’s what Wall Street experts say

•   MarketWatch: U.S. likely to sanction China if Hong Kong law is passed, top Trump aide says

•   MarketWatch: Three post-coronacrisis scenarios, and how to invest for each, according to UBS

•   Fox Business: Coronavirus forcing businesses to adapt and rethink how they make money

•   Fox Business: More states loosening coronavirus restrictions this week

•   SCMP: China five-year plan to focus on independence as US decoupling threat grows

•   SCMP: No hard target but ‘growth still vital’ to China’s economy

•   SCMP: Is China becoming untethered from the global economic system?

•   SCMP: Business owners indifferent, as China vows to support small firms

•   SCMP: China unveils US$500 billion virus stimulus but stops short of going all-in

•   Global Times: China's COVID-19 vaccine trial shows promising results -- The Lancet

•   매경(P1): 정부, 해외펀드에 패소…세금 1600억 토해낸다

•   매경(P1): 푸드로봇 급증…`언택트 식당` 주역된다

•   매경: 센서 350개 로봇이 패티 굽고 양파 손질…5분이면 햄버거 완성

•   매경: 블록체인으로 식품이력 관리…문제 발생 역추적 2.2초면 끝

•   매경: 초밥까지 만드는 3D프린터 `셰프`

•   매경: 요즘 병원은 로봇이 체온 측정해주네

•   매경: "클라우드로 한방에 전환? 바다를 끓이려 하지 말라"

•   매경: 나랏돈 너무 풀었나…`증세 군불때기` 나선 정부

•   매경: 윤석헌 "실물경제 숨통트이게 금융권 신속 지원을"

•   매경: "新성장동력 확보 사활"…조선사 `스마트십` 경쟁

•   매경(P1): 안면인식·블록체인 발전 막는 금융실명제

•   매경: 지문·홍채로 실명확인 가능한데…금융실명법 탓에 계좌개설 못해

•   매경: `돈 실소유주` 규정한 법만 4개…法 단일화 목소리 커

•   매경(P1): [단독] 4대 사회보험 체납 급증

•   매경: 매출 반토막 숙박·학원, 건강보험도 못내

•   매경: [단독] 메르스 때처럼…8월 14일 임시공휴일 지정 검토

•   매경: 지금 금리내리면 소비늘까…전문가도 찬반 5대5 `팽팽`

•   매경: 한수원·중앙대 신에너지 공동개발

•   매경: 고용영향 큰 車부품업도 기간산업기금 지원 추진

•   매경: [CEO] 예스코홀딩스, 연료전지·新건설자재로 성장엔진 재가동하겠다

•   매경: 코로나에…삼성·LG가전, 북미서 잘팔린다

•   매경: 인도공장 재가동 보름여만에 현대차 직원 3명 코로나 확진

•   매경: 레버리지 원유ETN, 무더기 상장폐지 위기

•   매경: 1주일새 2800억 순유입…다시 뛰는 채권펀드

•   매경: 외국인, 코스닥서 발 빼면서도…핀테크·게임·제약株는 담았다

•   매경: `긴급재난지원금` 93% 받아갔다

•   매경: [단독] 中, 올해 성장 목표 제시안했는데…비공개 목표치는 6%?

•   한경(P1): [단독] 재난지원금에 터진 수요…한우, 단군 이래 최고가

•   한경(P1): 흔들리는 'LNG선' 최강국 韓…수주전에서 잇따라 中에 '쓴맛'

•   한경(P1): 기본소득제' 군불 때는 여야…21대 개원 앞두고 법안 준비

•   한경: 月 60만원만 줘도 年 360조 드는 기본소득제

•   한경: "1분기 분배 악화는 코로나 아닌 소주성 부작용 탓"

•   한경: 美 "화웨이 쓰지마", 中은 "줄 잘서라"…코너에 몰린 韓

•   한경: 수출 채비 나서는 中 자동차…'현대차 텃밭' 인도 노린다

•   한경: "3차는 1,2차보다 더 늘리겠다"…여당, 역대 최대 추경 예고

•   한경: 한화건설 사전주문 '제로' 쇼크…회사채 시장 양극화 극심

•   한경: "한국, 일본식 디플레이션 직면…한국은행 더 적극적으로 역할해야"

•   한경: "TV는 스크린"…밖으로 나온 삼성 '더 테라스'

•   한경: 증시 회복에…공매도 금지 조기 해제론 '솔솔'

•   한경: 원전 맥스터도 증설 난항인데…고준위 방폐장은 언제 착공하나

•   한경(P1): 1인당 국민부담액 1000만원 넘었다

•   한경(P1): [단독] 고액자산가, 집·펀드 팔고 예금 확 늘렸다

•   한경(P1): [단독] "D램 끊지 마" 다급한 화웨이, 삼성·하이닉스에 SOS

•   한경: 반도체 장악하고도 '美·中 칼끝'에 선 한국…아슬아슬한 '줄타기'

•   한경: 화웨이, 삼성에 통신반도체도 손 벌릴 듯

•   한경: 물거품 된 '중국發 호재'…中수출·소비주 회복 '산넘어 산'

•   한경: 韓증시가 '코로나 공포' 가장 빨리 벗어났다

•   한경: 시총 톱10 성장株로 세대교체…'포스트 코로나' 주도한다

•   한경: 디지털+친환경' 그린 뉴딜 수혜株…'단타'보다는 중·장기 투자가 정답

•   서경(P1): 자금집행 하세월...겉도는 기업지원대책

•   서경: 美 저신용 회사채 매입 한창인데...韓은 부처 핑퐁에 '미적미적'

•   서경: 원격의료' 당정 넘어 정부부처도 엇박자

•   서경: 경제 컨트롤타워 洪 부총리에 전권줘야

•   서경(P1): 文 대통령, “특수고용·플랫폼 노동자 고용보험 미포함 아쉬워”

•   서경(P1): [단독]車부품 고사직전인데...정부, 이제야 완성차 손잡고 지원

•   서경: 車부품사, 영업이익률 40%↓...코로나로 완성차보다 더 타격

•   서경: 부동산판 '타다' 갈등...감평사협회, 벤처 고발

•   서경: [시그널] 경방·신세계도 진출...기업發 PEF 전성시대

•   서경: [영상]'짜장면 시키신 분'···로봇이 나에게 왔다

•   서경: 5월 황금연휴 '보복소비' 없었다

•   서경: 국내 전기차 배터리 글로벌 전략 '3사3색'

•   서경: 한은 기준금리 인하에 힘 싣는 증권가···국고채 매입도 관심

•   서경(P1): 주 52시간'에 막힌 K바이오

•   서경: "한달짜리 선택근로에 프로젝트 중단···한시적이라도 완화해야"

•   서경: "코로나로 52시간제 의미 없어져...경제환경 변화 맞춰 수정해야"

•   서경(P1): 文, 25일 재정전략회의 주재...위기대응 확장재정 속도낼 듯

•   서경: 세차례 추경 60조 상회할듯...올 국가채무비율 45% 달할 수도

•   서경(P1): [단독]단기차익 좇는 개인주주...주총 전자투표율 반토막

•   서경(P1): [단독] 산단 에너지 스마트화도 그린뉴딜 사업으로 낙점

•   서경: 한방' 노리는 개미, 의결권 행사 외면···"3%룰 완화해야"

•   서경: "카카오페이 내년 거래 100조·사용자 중심 금융 선뵐것"

•   서경: 코스피 2,000 돌파 기대에...예탁금·신용잔고 다시 급증

•   서경: 채권단은 밥캣까지 팔라는데···두산인프라코어, 몸값 비싸고 인수자도 안나와

•   조선(P1): 회장님도 재택근무 엄지척!

•   조선: 재택근무해도 생산성 하락 1%뿐… 직원들 지옥철 해방, 서로 못만나니 창의성은 떨어져… 종일 PC 앞도 못떠나

•   조선(P1): 22일만에 등장한 김정은, 핵·미사일 주역 승진시켜

•   조선: 김정은, 신형 SLBM 도발 가능성… 레드라인 넘나

•   조선: 겉으론 "안보 위협" 속사정은 5G 패권… 美, 화웨이 목조르기 14년

•   조선: 기업 3곳 중 1곳은 번 돈으로 이자도 못내… 한계기업 3년새 30% 급증

•   조선: "분양권 전매 제한 전에 막차"

•   조선비즈: [르포] 익산에 가면 수소연료전지 미래가 보인다… 두산퓨얼셀 공장 가보니

•   조선비즈: [단독] 희망퇴직·전적 권하는 삼성디스플레이, 구조조정 한 달 전부터 시작됐다

•   조선비즈: IT공룡發 ‘사무실 무용론' 확산… 업무용 부동산 운명은

•   중앙(P1): 재난지원금 신청에 누구는 1분, 누구는 한나절

•   중앙: 디지털 뉴딜 ‘토끼’만 좇지 말고…기후위기 ‘사슴’을 잡아라

•   중앙: [view] 반도체 중국 수출 40%, 유화는 44%…미·중 갈등 불똥 우려

•   중앙: 삼성 갤워치, 심전도 측정 가능해졌다지만…원격진료는 불가

•   중앙: 정의선도 삼성 달려가게 한 ‘꿈의 배터리’의 비밀

•   동아: 트럼프 “한국에 치킨세 연장했다”… 소형트럭 관세유지 자화자찬

•   동아: 삼성전자-SK이노-기아차 등 中에 550여명 파견

•   동아(P1): 이태원發 5, 6차감염 의심 사례 잇따라

•   동아: 정년연장 원하는 정부 “노년 일자리 늘려야” vs 기업 “고용비용 부담” 고심[인사이드&인사이트]

•   동아: 불황에 ‘중저가 전쟁’… 5G시대 LTE폰 다시 뜬다

•   동아: 그린 뉴딜, ‘에너지 대전환’ 신호탄 될듯… 탈원전-신재생에너지 확대가 정책 핵심

•   문화(P1): ‘포스트 코로나’ 新냉전… 韓, 예측도 못했고 대책도 없다

•   문화: 美·中 사이에 낀 韓…‘印·太전략 - 일대일로’ 양자택일 기로

•   문화(P1): ‘車 개소세 70% 인하’ 연말까지 연장 검토

•   문화: 내수진작으로… ‘수출절벽’ 자동차업계 살리기 총력전

•   한국(P1): 이태원 클럽發 코로나, 아시아형 아닌 미국ㆍ유럽형 바이러스

•   한국(P1): “미중 갈등 이젠 상수… 美 정권 바뀌어도 안 끝난다”

•   국민: 코로나가 앞당긴 ‘로봇’시대… 기술은 어디까지 왔을까

•   국민: 성장판 활짝 열린 전기차… 글로벌 ‘배터리 동맹’ 잰걸음

•   세계: 커피 내리고 치킨 튀기고… ‘요리봇’ 척척 [안젤라의 푸드트립]

•   머니투데이(P1): 교수 222명이 말하는 21대 국회 최우선 과제는?

•   머니투데이: "국회에도 수소충전소" 한마디에 주민들은 불안을 내려놨다

•   머니투데이: [단독]하늘길 다시 열릴까..정부, 국적 항공사 긴급소집

•   머니투데이: 가정용 수소 연료전지 조기 출시 길 열렸다

•   머니투데이: 수신액 66조원…2011년 저축은행 사태 이전 수준 회복

•   머니투데이: 코로나 직격탄' 철강업계, 원자재가격 압박까지

•   헤럴드경제(P1): 코로나가 자산승계 앞당긴다

•   헤럴드경제: 코로나 불확실성·오너들 고령화에 가업승계 ‘발등에 불’

•   헤럴드경제: 美 ‘反中 경제블록’ 요구…‘샌드위치’ 된 한국제조업 전전긍긍

•   헤럴드경제: 짐 싸는 ‘산업 핵심두뇌’들…공장 이어 인력도 ‘脫한국’

•   헤럴드경제: 對面 많은 서비스업 고용보험 가입 ‘뚝’

•   헤럴드경제: “유동성의 시대…돈은 ‘될 만한 곳’에 더 몰릴 것” [미리보는 헤럴드부동산포럼 2020]

•   헤럴드경제: 소상공인·취약계층 전기료 납부 올 연말까지 연장

•   파이낸셜뉴스(P1): 日, 韓·中·대만 기업인부터 입국제한 푼다

•   파이낸셜뉴스(P1): 차세대 반도체·바이오 '코로나 쇼크' 없었다

•   파이낸셜뉴스: [이슈분석] 대북사업 강드라이브 예고… "北·美 개의치 않고 독자 추진"

•   파이낸셜뉴스: 한국 수출, 반등 기회 잡나[중국 양회]

•   파이낸셜뉴스: 김용범 차관 "2분기가 올 성장 키포인트… 추경 등 빨리 집행"

•   파이낸셜뉴스: 중국 공장들 멈추자… LCD패널 가격 깜짝 반등

•   파이낸셜뉴스: 공장 다시 돌지만 수요는 '절벽'.. 현대차 가동률 아직 절반 수준

•   파이낸셜뉴스(P1): 자영업 연체 다시 증가.. 은행권도 도미노 위기

•   파이낸셜뉴스(P1): "부실 싹 자른다" 건설사, PF ABCP 채무보증 축소

•   파이낸셜뉴스: "아시아나 인수의사 밝혀라" 최후통첩.. 정몽규 HDC회장 마지막결단 남았다

•   파이낸셜뉴스: ‘진짜 테크핀’ 온다… 네이버통장에 페이 결합 ‘최대 3%’ 수익

•   파이낸셜뉴스: 40%에 묶인 채무비율 기준 풀어 경제대응… 증세론 불 지핀다 [새 틀 짜는 국가재정]

•   파이낸셜뉴스: 삼성·LG전자, 코로나로 규모 축소된 'IFA' 참가 고심

•   파이낸셜뉴스: 월성원전 '사용 후 핵연료 임시저장시설' 증설 찬반 공방

•   파이낸셜뉴스: 2차 소상공인 대출, 나흘간 2만건.. 1차보다 줄어… 금리·한도 때문

•   아시아경제(P1): 2007년에도 안 그랬는데…신평사, 기업 신용등급 '과속 강등' 논란

•   아시아경제: 정유·철강·항공·호텔'...코로나 타격 업종 집중 추락

•   아시아경제: 두산重, 감원에 휴업까지…극에 달한 노사갈등

※   미래통합당의 박완수(창원 의창)ㆍ윤한홍(마산회원) 국회의원과 강기윤(창원 성산)ㆍ이달곤(진해)ㆍ최형두(마산합포) 등 당선자 5명은 22일 두산중공업의 경영위기 해결을 촉구하는 공동성명을 냈다.

•   아시아경제: 삼성그룹, 반등장서 시총 증가율 꼴찌

•   아시아경제: 정비사업 엎어질라…일몰제 연장에 조합설립 탄력

•   디지털타임스(P1): 앓아누운 수출… 제조업 보릿고개 시작됐다

•   디지털타임스(P1): 멈춘 수소경제… 충전소 11개 중 겨우 2개만

•   이데일리(P1): 결제' 이어 ‘인증’과 ‘신용평가’까지..테크기업, 금융시장 대공습

•   이데일리: 文 경제교사 이제민 “증세 논의 시기상조…재정 더 풀고 금리 낮춰야"

•   이데일리: 대우조선해양이 포문 연 LNG선 수주 본격화할까

•   이데일리: 전경련 "스마트시티 성공하려면 민간 주도 환경 조성해야"

•   이데일리: [IR 인색한 韓]'선택 아닌 필수'인데…올해 상장사 열 중 한곳만 IR

•   뉴스토마토: 투기등급 채권' 떠안은 산은, 건전성은?

•   아주경제: 그린뉴딜 발빠른 대응 나선 국내 기업들..."100조 배터리시장 잡아라"

•   비즈니스포스트: 두산밥캣 코로나19에 매각설까지, 박성철 재연임 출발부터 내우외환

•   글로벌이코노믹: 두산인프라코어, 중국 양회 뒤 경기부양책에 강한 실적회복 기대 품다

•   아시아투데이: 이르면 다음주 매각 대상 결정난다…두산그룹, 운명은?

•   reNews: COVID-19: UK wind farms could face weekend 'switch-off'

•   reNews: Indian duo eye offshore wind opportunities

•   Renewables Now: EU's Green Deal Recovery package to push clean hydrogen, renewables tenders

•   FuelCellsWorks: Bosch Fuel Cell Stacks: "This is How Series Production Will Succeed"

•   전기신문: 점점 더 복잡해져가는 전기요금 체계 개편

•   KHL: Construction equipment sales to fall 19%

•   KHL: Demolition survey reveals impact of Covid-19

•   KHL: Hong Kong construction to contract by 9% this year

•   KHL: Komatsu reports 12.6% revenue fall in Q4

•   Industrial Vehicle Technology: Bobcat helps dig up the past

•   건설경제: 하반기 건설산업 운명 가를 ‘3대 변수’ 내달 윤곽

•   OilPrice.com: Memorial Day Gasoline Prices Near 20-Year Low

•   OilPrice.com: Top 12 Listed Oil Giants Book Huge $20.6 Billion Loss In First Quarter

•   OilPrice.com: Driving Season Won’t Save Gas Demand

•   MINING.com: How companies may benefit from clean energy imports – report

•   MINING.com: The global race to mine outer space

•   CNET: As the GDPR turns 2, Big Tech should watch out for big sanctions

•   Verge: Unproven strategies lead the race for a COVID-19 vaccine

•   Verge: New study finds chloroquine doesn’t help COVID-19 patients — and it might even hurt

•   전자신문(P1): 현대차, 美·인도 판매 채널로 '언택트' 전면 도입

•   전자신문(P1): 야간 순찰 '디봇 코르소'에게 맡겨주세요

•   전자신문: 탈원전에도 '必 원전'…R&D 투자 늘린 한수원

•   전자신문: 무협 "코로나19 이후 서비스 트렌드, 디지털·언택트·홈코노미"

•   전자신문: [세종만사]그린 뉴딜에 화색 돈 '환경부'

•   전자신문: 이통사, 中샤오미에 문호 개방...2년만에

•   전자신문: [과학핫이슈] 속도 내는 '코로나19 백신'…기대를 '배신'하지 말아줘

•   전자신문: 與 '대기업 벤처규제' 풀기에 힘...당·정간 '논의' 불댕기나

•   Phone Arena: Leaked Samsung Galaxy Note 20+ 5G renders reveal sleek design, updated camera bump

•   Phone Arena: Newest iPhone 12/Pro 5G leak details upgraded OLED displays

•   Inside EVs: Germany: Plug-In Electric Car Sales Up In April 2020

•   Inside EVs: Will The COVID-19 Pandemic Be Negative Or Positive For Electric Cars?

•   Robotics & Automation News: Effects of Commercial Robots in a Working Environment

•   Robotics & Automation News: BMW reaffirms ongoing commitment to hydrogen fuel cell technology

•   Robotics Business Review: Robotics transactions continue to slow in April 2020, but bright spots remain

•   Robotics Tomorrow: Rocos Partners With Boston Dynamics to Upskill Autonomous Spot Robots With Remote Operation - All the Way From New Zealand

•   Robot Report: Mitsubishi launches MELFA ASSISTA cobot arm

•   Robot Report: Robotics investments recap: April 2020

•   로봇신문: 올해 中 로봇 시장 12조 원 돌파 전망

•   Nikkei Asian Review: Japan moves forward with $1tn in new coronavirus relief

•   Nikkei Asian Review: Japan poised to lift coronavirus alert in Tokyo and all areas Monday

•   Nikkei Asian Review: Korea Inc. ditches Japan chipmaking materials for homegrown supply

•   Nikkei Asian Review: Japanese government and BOJ vow to support virus-hit economy

•   Nikkei Asian Review: Japan to offer $112bn safety net to companies hit by pandemic

•   Nikkei Asian Review: Tokyo missed 200 coronavirus deaths, mortality data suggests

•   Mainichi: Tokyo dept. stores start resuming operations as virus concerns ease

•   Economic Times: Current account may turn surplus in FY21

•   Economic Times: Indian economy to contract in FY21, says Moody's

•   Economic Times: Finance Ministry not considering calamity cess on GST

•   Economic Times: Prime Minister Narendra Modi to be on the move now in the ‘New Normal’

•   Economic Times: Retailers say sales at 45-50% of pre-Covid as sentiments down and store operations impacted

•   Livemint: India adds 6,088 new coronavirus cases in 24 hours, biggest single-day spike

•   Livemint: Worker exodus raises wage cost

•   Livemint: No signs of Indian, Chinese troops backing off as standoff persists in eastern Ladakh

•   Business Standard: RBI should 'bluntly' tell govt to take fiscal measures: P Chidambaram

•   Business Standard: Lockdown 4.0: Restart risks at Maruti, Hyundai as coronavirus strikes

•   Folha de S.Paulo: Brazil Breaks Record and Records 1,188 New Deaths from Coronavirus; Total Exceeds 20 thousand

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

•   Jakarta Post: Bond financing to swell further as Finance Ministry plans to issue samurai bonds

•   Jakarta Post: Indonesia may lose market confidence due to mounting debts: World Bank

•   Viet Nam News: Real estate firms gear up for the race after pandemic

•   Viet Nam News: $49b loans of COVID-19 affected borrowers get preferential rates

•   Viet Nam News: 2020 consumption stimulus event to kick off in July

•   Viet Nam News: Four-month earnings slow but firms hope for better months ahead

•   Myanmar Times: Myanmar’s hasty solar tender draws criticism from investors

•   Myanmar Times: Govt to borrow K 1.3 trillion from Central Bank to plug deficit

[Opinions]

•   Project Syndicate(Laurence Tubiana, Emmanuel Guerin): Toward a Sustainable Recovery

•   Project Syndicate(Jens Spahn): How Germany Contained the Coronavirus

•   Project Syndicate(Raghuram G. Rajan): Which Post-Pandemic Government?

•   Project Syndicate(Anne O. Krueger): The Rich World’s Pandemic Imperative

•   Project Syndicate(Brahma Chellaney): China Is Its Own Worst Enemy

•   Project Syndicate(Abebe Aemro Selassie): Africa’s Hour of Need

•   FT(Editorial Board): The modern era of globalisation is in danger

•   FT(Editorial Board): Beijing has thrown down the gauntlet to Hong Kong

•   FT(Rana Foroohar): Small-time investing fuels real world consequences

•   FT(Wolfgang Münchau): China is pitting EU countries against each other

•   FT(Gavyn Davies): Penny-pinching consumers may spell trouble for recovery

•   FT(Michael Mackenzie): It is vital to distinguish between the disrupters and the disrupted

•   FT(John Dizard): Green Silicon Valley cannot escape diesel power

•   FT(Jonathan Ford): Britain’s unhealthy appetite for financial risk in essential services

•   FT(Richard Waters): Big Tech is emerging from the crisis stronger than ever

•   FT(Tom Tugendhat): The UK must defend companies against overseas takeovers

•   FT(John Plender): Fears of Japanification spreading are misplaced

•   FT(Tom Mitchell): Xi distracts from own failings with Hong Kong security law

•   FT(Tim Harford): Reopening the economy will divide societies

•   FT(Lord Barker): Post-crisis infrastructure must be built with low carbon materials

•   FT(Sujeet Indap): Why the Covid-19 crisis will not produce megamergers

•   FT(Chris Patten): The G7 must stand up for Hong Kong’s freedom

•   FT(Lex): Epidemics: coronavirus in context

•   WSJ(Joseph C. Sternberg): Three Economic Comorbidities for the Coronavirus

•   WSJ(Joseph A. Ladapo): The Crucial Reopening Question

•   NYT(Ross Douthat): The End of the New World Order

•   NYT(Mark Lilla): No One Knows What’s Going to Happen

•   NYT(Cynthia Wachtell): My Son Survived Terrifying Covid-19 Complications

•   WP(Editorial Board): China’s full-scale assault on democracy in Hong Kong demands a U.S. response — but a careful one

•   WP(Editorial Board): With Unemployment Expected to Reach 20%, Senators Take a Vacation

•   WP(Editorial Board): The virus is worsening the racial wealth gap. Careless rescue policies could, too.

•   WP(Robert J. Samuelson): Why Italy’s debt matters for everybody

•   WP(John M. Barry): How to avoid a second wave of infections

•   WP(Michael Wessel): We need a slow, step-by-step restart with China

•   WP(Joshua Wong, Glacier Kwong): Hong Kong’s autonomy will die under Beijing’s national security law. Stand with us.

•   Bloomberg(Mohamed A. El-Erian): China Tests Global Diplomacy and Economy

•   Bloomberg(Daniel Moss): This Recovery Is Doomed Before It Even Begins

•   Bloomberg(Daniel Moss): China Scrapped Its Growth Target. Good Riddance

•   Bloomberg(David Fickling): China Is Too Rich to Splurge on Infrastructure

•   Bloomberg(Noah Smith): Some Industries Won’t Have a Reopening Comeback

•   Bloomberg(Narayana Kocherlakota): America Has Opted for a Bad Recession

•   Bloomberg(Andy Mukherjee): China's Crypto Is All About Tracing — and Power

•   Bloomberg(Liam Denning): Memorial Day Oil Market Asks ‘Are We There Yet?’

•   Bloomberg(John Authers): Real Estate's Demise Creates a Graveyard for Fools

•   Bloomberg(Julian Lee): The World's Smartest Oil Traders Have Taken to the Seas

•   Bloomberg(Clara Ferreira Marques): Metals Can Leap Over the Oil Slick

•   Bloomberg(Ferdinando Giugliano): Italy Is Cycling Toward More Trouble

•   Bloomberg(Ramesh Ponnuru): How Democrats Became the Party of the Upper Middle Class

•   Bloomberg(James Stavridis): A Cold War Is Heating Up in the South China Sea

•   CNBC(Frederick Kempe): China is testing a national digital currency — one piece in Xi’s bid for global influence

•   CNN(Jeffrey Sachs): The one vital message of nearing 100,000 US deaths

•   MarketWatch(Mark Hulbert): Gold prices could move higher if these 2 things happen with the economy and market timers

•   매경(사설): 사용후 핵연료 대책 지지부진, 월성 2·3·4호기 멈출 셈인가

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