Business Intelligence Monitor Weekly 200720~200726

[Reports]

•   IMF: Dominant Currencies and External Adjustment

•   IMF: IMF Executive Board Approves a Temporary Increase in Annual Access Limits to Financial Support

•   IMF: Unemployment in Today’s Recession Compared to the Global Financial Crisis – IMF Blog

•   IMF: Transcript of IMF Press Briefing

•   World Bank: Global Gas Flaring Jumps to Levels Last Seen in 2009

•   World Bank: COVID-19 and EMDE Corporate Balance Sheet Vulnerabilities : A Simple Stress-Test Approach

•   UNCTAD: Trade policy can ensure inclusive prosperity in wake of COVID-19

•   UNCTAD: Developing countries pay environmental cost of electric car batteries

•   WTO: WTO report shows members moving to facilitate imports even as trade restrictions remain high

•   BIS: Covid-19: Boon and bane for digital payments and financial inclusion

•   BIS: Inflation at risk from Covid-19

•   BIS: Effects of Fed policy rate forecasts on real yields and inflation expectations at the zero lower bound

•   European Commission: Coronavirus response: Making capital markets work for Europe's recovery

•   European Commission: Financial stability: Commission addresses risks of Libor cessation

•   Fed: Federal Reserve Board announces expansion of counterparties in the Term Asset-Backed Securities Loan Facility, Secondary Market Corporate Credit Facility, and Commercial Paper Funding Facility

•   St. Louis Fed: Early U.S. Trade Deficits and Industrialization

•   St. Louis Fed: Shifts in U.S. Trade Balance and Industrialization

•   ECB: ECB and Magyar Nemzeti Bank set up repo line to provide euro liquidity

•   ECB: Isabel Schnabel: Interview with Expansión

•   ECB: Luis de Guindos: Interview with El Independiente

•   ECB: Europe’s response to the crisis

•   ECB: How do financial markets react to monetary policy signals?

•   ECB: Determinants of the credit cycle: a flow analysis of the extensive margin

•   ECB: Firms’ expectations on access to finance at the early stages of the Covid-19 pandemic

•   ECB: What is the tipping point? Low rates and financial stability

•   ECB: Inflation volatility in small and large advanced open economies

•   ECB: Economic consequences of high public debt: evidence from three large scale DSGE models

•   ECB: Understanding household wealth: linking macro and micro data to produce distributional financial accounts

•   BoE: From lockdown to recovery - the economic effects of COVID-19 - speech by Jonathan Haskel

•   BOJ: Minutes of the Monetary Policy Meeting on June 15 and 16, 2020

•   RBI: RBI releases the Financial Stability Report, July 2020

•   NBER: Inflation with Covid Consumption Baskets

•   NBER: Transatlantic Technologies: The Role of ICT in the Evolution of U.S. and European Productivity Growth

•   NBER: The Great Disconnect: The Decoupling of Wage and Price Inflation in Japan

•   CEPR: CEPR Discussion Papers 19 July 2020

•   CEPR: Thirty-Ninth Issue - Covid Economics: Vetted and Real-Time Papers | Centre for Economic Policy Research

•   World Economic Forum: China could overtake the US as the world’s largest economy by 2024

•   World Economic Forum: Why the evolution of supply chains is picking up speed in Asia-Pacific

•   World Economic Forum: We are one step closer to a COVID-19 vaccine

•   World Economic Forum: Four experts on how big countries can eradicate COVID-19

•   World Economic Forum: Why the oil industry has less time to decarbonize than it might think

•   World Economic Forum: Why this moment could be decisive for tackling climate change: Report

•   World Economic Forum: Here are 3 ways businesses can survive and thrive through COVID-19 and beyond

•   World Economic Forum: How ESG investing can help transform Latin America

•   World Economic Forum: To solve the climate crisis, we need an investment revolution

•   Brookings: COVID-19 Metro Recovery Watch

•   Brookings: How is China’s new national security law affecting Hong Kong?

•   Brookings: What a shift in the UK’s foreign policy means for the US

•   Brookings: Hutchins Roundup: Corporate bonds, the opioid epidemic, and more

•   Brookings: Trump’s coronavirus swamp

•   Eurasia Group: Iran and China square off against the US

•   CSIS: South Korea and the Free and Open Indo-Pacific Strategy

•   CSIS: Russia Ramps up Global Elections Interference: Lessons for the United States

•   CSIS: Climate Solutions Series: Decarbonizing Global Transport

•   CSIS: Plurilateral or Multilateral?

•   CSIS: Did Russia Influence Brexit?

•   CSIS: Tracking International Financial Institutions’ Covid-19 Response

•   CSIS: Covid-19, the Iranians, and Us

•   CSIS: American Business Confidence in Hong Kong Sinks

•   CSIS: Does China pose a threat to global rare earth supply chains?

•   38 North: North Korea Proceeds Down a Nuclear Path

•   McKinsey: COVID-19 and the great reset: Briefing note #15, July 23, 2020

•   IEA: Post Covid-19, further reform is necessary to accelerate China’s clean energy future

•   IEA: Aligning investment and innovation in heavy industries to accelerate the transition to net-zero emissions

•   IEA: How appliances have supported a world in lockdown and what this means for energy efficiency

•   Wood Mackenzie: Record number of microgrids installed in US last year

•   IDC: Demand Generated by COVID Lockdowns Drives the EMEA PC Market to its Strongest Growth Since 1998, Says IDC

•   Strategy Analytics: Cars and COVID-19 Uncertainty

•   Counterpoint: US Smartphone Sell-Through Volumes Fall 25% in 2Q20; iPhone SE a Bright Spot

•   Counterpoint: One in Three Smartphones Sold was a 5G Phone in China in Q2 2020

•   Counterpoint: Pent-Up Smartphone Demand after April, May Lockdown Pushes the June 2020 Volumes to Pre-COVID Levels & the Smartphone User Base in India Beyond the Half a Billion Mark

•   DRAMeXchange: 【Market View】Yearly 5G Smartphone Production Projected to Exceed 200 Million Units Thanks to Smartphone Brands’ Proactive Push in 2H20, Says TrendForce

•   SEMI: Chip Manufacturing Equipment Spending to Hit Record High $70 Billion in 2021 After Strong 2020, SEMI Reports

•   IFR: Increase in small-batch production productivity using robots

•   한국은행: 해외경제 포커스(제2020-28호)

•   한국은행: 한계기업이 우리나라 제조업 노동생산성에 미친 영향

•   한국은행: 코로나19 관련 거시경제 주요 이슈에 대한 논의 및 시사점

•   한국은행: 2020년 6월 생산자물가지수

•   한국은행: 2019년 국민대차대조표(잠정) 작성 결과

•   한국은행: 2020년 6월중 거주자외화예금 동향

•   한국은행: 2015년 지역산업연관표 작성 결과

•   한국은행: 한국은행, 전액공급방식 RP매입 종료

•   한국은행: 2020년 2/4분기 실질 국내총생산(속보)

•   한국은행: [현지정보] IMF, 미국과의 연례 협의 결과 발표

•   한국은행: [현지정보] IMF, EMDEs 대외부문 조정시 환율역할 제한

•   한국은행: [동향분석] 최근 중국경제의 동향과 전망(2020.7월)

•   한국은행: [현지정보] 중국 남부지역 홍수피해 계속 확대

•   국제금융센터: [글로벌] 주간 Global Opinions(7.13~17)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.20)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(7.20)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.21)

•   국제금융센터: EU회복기금 협상 타결 및 경제영향 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.22)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.23)

•   국제금융센터: [주간] EU부양책 합의, 백신기대 불구 美 실업지표 악화 등에 증시 혼조

•   국제금융센터: 코로나19 관련 동향 및 해외시각(7.24)

•   국제금융센터: 최근 중국기업의 역내외 IPO 증가 배경 및 평가

•   국제금융센터: [미국] 美 경제, 불투명한 회복전망 속 추가 경기부양 규모 관심

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식펀드가 유입 전환

•   국제금융센터: 남중국해를 둘러싼 미중 갈등 전망 및 영향

•   kotra: [기고] 미국 해상 풍력발전 개발 현황

•   kotra: [기고] 2020년 하반기 말레이시아 경제 전망

•   kotra: [기고] 코로나19와 미·중 무역분쟁

•   kotra: 인도의 청정에너지를 위한 약속, 태양광 산업

•   EMERiCs: [전문가오피니언] 코로나19로 인한 세계화의 쇠퇴가 유라시아지역에 미칠 영향

•   EMERiCs: [이슈트렌드] 러시아, 2020년 2/4분기 경제 성적표 최악

•   EMERiCs: [이슈트렌드] 사우디아라비아, 코로나19와 부가가치세 인상으로 가중되는 기업 경영난

•   EMERiCs: [이슈트렌드] 이란, 악화되는 경제 상황 속 국경 개방을 통한 무역 회복 기대

•   EMERiCs: [이슈트렌드] 중남미 정상들 줄줄이 코로나19 확진...주범은 바이러스가 아닌 ‘불평등’

•   EMERiCs: [이슈트렌드] 세계 최대 육류 수입국’ 중국의 결정에 울고 웃는 중남미 국가들

•   EMERiCs: [이슈트렌드] 폴란드 대선, 안드레이 두다 대통령 재선 성공... 지역·세대 간 분열 드러나

•   EMERiCs: 中 2분기 GDP 성장률 반등, 분석 및 전망

•   EMERiCs: 中 반도체기업, 올해 상반기 25조 원 융자

•   수출입은행 해외경제연구소: 2020 2분기(상반기) 해운 및 조선업 동향 및 하반기 전망

•   산업연구원: KIET 산업경제 2020년 7월

•   산업연구원: "중국진출 한국기업 경기실태조사 결과 - 2020년 2분기 현황과 3분기 전망 - "

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제20-15호)

•   현대경제연구원: 불확실성이 설비투자에 미치는 영향과 시사점

•   현대경제연구원: 8.17 임시공휴일 지정의 경제적 파급 영향

•   국회입법조사처: 2020년 미국 대통령 선거 예측분석 현황

•   국회입법조사처: [현안브리핑 제18호] 코로나19 대응 국내·외동향

•   하나금융경영연구소: 하나금융포커스 [제10권 15호]

•   KDB미래전략연구소: 주간 KDB리포트(2020.7.20)

•   건설산업연구원: 건설동향브리핑 766호

•   국가안보전략연구원: 북미정상회담은 가능할 것인가 : 주요 쟁점과 전망

•   대한상의: 商議 ‘상법·공정거래법 개정안에 대한 경제계 의견’ 제출

•   전경련: 공정거래법 정부 입법예고안에 대한 경제계 공동 의견 제출

•   전경련: 2017-2019 신설ㆍ강화규제 현황 분석

•   전경련: 미국·EU 글로벌 공급망 재편 및 리쇼어링 현황 분석

•   한국경제연구원: 코로나19로 대기업 ‘넷 중 셋’ 재택?원격 등 유연근로제 실시 중!

•   한국경제연구원: ‘초저출산의 늪’…올해 신생아 40세 되면 ‘반토막 대한민국’

•   한국경제연구원: 우리나라 적정 국가채무비율은 40%

•   파이터치연구원: 노동유연성에 따른 법인세 감면의 고용 증가 효과

•   기재부: 2020년 세법개정안 발표

•   기재부: [보도참고] 조선일보, 서울경제 한국경제연구원 보고서 인용기사 관련

•   산업부: 산업단지 태양광 금융지원사업 개시

•   산업부: 저탄소 태양광모듈 확대 위한 탄소인증제 시행

•   산업부: 수소법 하위법령(시행령·시행규칙) 제정안 공청회 개최

•   산업부: 린뉴딜을 통한 신재생에너지 산업 경쟁력 강화, 혁신적 R&D 알키미스트 프로젝트가 앞장선다

•   산업부: 로봇활용을 통한 全산업 지능화의 큰 그림 그린다

•   산업부: (참고자료)월성원전 임시저장시설 건설 의견수렴 결과에 대한 향후계획

•   국토부: 상반기 주택 매매거래량은 62.1만 건, 전월세 거래량은 112.6만 건

•   국토부: 2분기 지가 0.79% 상승, 거래량은 7.6% 하락

[Magazines]

•   Economist: Governments must beware the lure of free money

•   Economist: Starting over again - The covid-19 pandemic is forcing a rethink in macroeconomics

•   Economist: Pulling together - Europe’s €750bn rescue package sets a welcome precedent

•   Economist: A big fiscal deal - The EU’s leaders have agreed on a €750bn covid-19 recovery package

•   Economist: Regional development - The best-run cities of America’s Midwest offer lessons in recovery

•   Economist: Protecting other planets - Mars may be a pristine ecosystem

•   Economist: A milder infection - The Philippine peso is the champion of emerging-market currencies

•   Economist: Banyan - In the South China Sea, America is churning waters claimed by China

•   Economist: Congress and covid-19 - America’s backwards coronavirus strategy

•   Economist: Easing lockdowns and covid-19 - The geometry of the pandemic in America

•   Economist: Housing - Britain’s fragile property boom

•   Economist: Sixty seconds of fame - TikTok’s Chinese parent is scrambling to hang on to its hit app

•   Economist: Seeing is disbelieving - America Inc braces for an earnings bloodbath

•   Economist: Wakey, wakey - Corporate dealmakers emerge from pandemic hibernation

•   Economist: Putting the capital into capitalism - Banks lose out to capital markets when it comes to credit provision

•   Economist: Shining brightly - Unusually, copper and gold prices are rising in tandem

•   Economist: Ant Group announces plans to list in Shanghai and Hong Kong

•   Economist: Bips and bytes - A shift from paper to virtual cash will empower central banks

•   Economist: Chapter 11 is no longer a haven for deadbeat debtors

•   Economist: Free exchange - Why real-time economic data need to be treated with caution

•   Economist: Bat signal - The hunt for the origins of SARS-CoV-2 will look beyond China

•   Forbes: Samsung’s Galaxy Note 20 Smartphone Has Serious Problems

•   Fortune: Trump Biden polls: Democratic Party affiliation advantage now at 11%, spelling trouble for Republicans

•   Time: U.S. Eyes Building Nuclear Power Plants on the Moon, Mars

•   Time: Trump’s Biggest Foreign Policy Win So Far

•   Time: Sergei Furgal Protests: What They Mean for Vladimir Putin

•   Atlantic: The November Election Is Going to Be a Mess

•   Atlantic: Pompeo’s Surreal Speech on China - The Atlantic

•   Foreign Policy: How to Deglobalize

•   Foreign Policy: Taiwan's Economic Decoupling From China Is a Model for Others

•   Barron's: Here Are 32 Million Reasons Congress Must Extend Enhanced Jobless Benefits

•   Barron's: Will the U.S.-China Deal Survive? 5 Questions for a White House Negotiator

•   Barron's: Main Street Deserves Access to Private Equity, Too

•   Barron's: Here’s Why This $858 Billion EU Rescue Package Falls Short of a Hamilton Moment

•   Barron's: Europe’s Currency Union Took a Big Step Toward Economic Viability. There’s Still More to Do.

•   Barron's: The Fed Offered to Lend Trillions to Businesses. Instead It Has Lent Just $12 Million.

•   Barron's: America’s Economic Model May Have Peaked. The Dollar’s Strength Goes With It.

•   Power Magazine: Winds of Change: Tension-based bolting is improving the reliability of offshore wind farms

•   Nature: Coronavirus vaccines leap through safety trials — but which will work is anybody’s guess

•   Nature: Can COVID-19 strike twice?

•   매경이코노미: 속도 내는 두산그룹 구조조정…건설·솔루스 매각 훈풍에도 갈 길 구만리

•   매경이코노미: 전기차 핵심 배터리 경쟁도 치열 | 치킨게임하듯…한·중·일 배터리 ‘大戰’…“주행거리 1000㎞까지” 新기술에 사활

•   매경이코노미: [생생中國] 中 증시 대세 상승? 과열?-중국판 동학개미 ‘부추(개인투자자)’가 만든 불마켓

•   한경비즈니스: “LCD 안 만든다”…본격 OLED 시대 여는 한국 디스플레이 ‘투 톱’

•   한경비즈니스: ‘2020 머니 무브’ 돈은 어디로 흘렀나…사상 최대 유동성에 무너진 투자 격언

•   한경비즈니스: [강남 정비사업 대전] ‘춘추전국시대’에서 ‘삼성·현대 2강 체제’로

•   이코노미스트: [유선종의 고령사회 부동산 담론] 부동산 실험을 멈춰라

•   이코노미스트: [백프로의 환율 돋보기] 글로벌 외환시장은 하나의 거대한 시장

[Books]

•   FT: Alarm signals of our authoritarian age

•   WSJ: ‘China: The Bubble That Never Pops’ Review: Arrested Development

•   매경: 미국화에 대한 때늦은 분노…국경장벽 치솟다

•   매경: 디테일 넘버원…소·부·장 강국 日의 비밀

•   매경: [Books&Biz] 보이지 않는 목표엔 다가서기도 어렵다

•   한경: [책마을] '종이신문 위기' 감지한 WSJ, 과감히 디지털 택했다

•   한경: [책마을] "대기업이 잘 나가야 소득격차 줄어든다"

•   한경: [책꽂이] 경제학의 대결 등

•   문화: ‘좋은 규제’ 만들기보다 ‘나쁜 규제’ 만들지 말라