Business Intelligence Monitor Weekly 200914~200920

[Reports]

•   IMF: Trade as a Tool for an Efficient Recovery

•   IMF: Charting a Path for a Resilient Recovery in Sub Saharan Africa

•   IMF: EU Climate Mitigation Policy

•   IMF: Republic of Korea : Financial Sector Assessment Program-Technical Note-Systemic Risk Analysis, Financial Sector Stress Testing, and an Assessment of Demographic Shift in Korea

•   IMF: Republic of Korea : Financial Sector Assessment Program-Technical Note-Macroprudential Policy Frameworks and Tools

•   IMF: Republic of Korea : Financial Sector Assessment Program-Technical Note-Non-Financial Balance Sheet Vulnerabilities and Risks to Financial Stability

•   IMF: Friends of Europe: In Conversation with Kristalina Georgieva on Pursuing a Green Economic Recovery

•   IMF: IMF Lending During the Pandemic and Beyond

•   World Bank: 5 Lessons for India’s Green Recovery

•   World Bank: How India can get its growth back on track after the coronavirus pandemic

•   World Bank: The Next Generation Africa Climate Business Plan—Ramping Up Development-Centered Climate Action

•   World Bank: The Energy-Management Nexus in Firms : Which Practices Matter, How Much and for Whom ?

•   World Bank: Sovereign Credit Ratings, Relative Risk Ratings, and Private Capital Flows

•   UNCTAD: Top UN economists warn of crises of our own making if global 'megatrends' left unchecked

•   UNCTAD: International transport and supply chains key to COVID-19 recovery: UN agencies

•   OECD: G20 GDP Growth - Second quarter of 2020, OECD

•   OECD: More can be done to ensure a green recovery from COVID-19 crisis

•   OECD: OECD Economic Outlook, Interim Report September 2020

•   OECD: Global development efforts should increase focus on fragile states in light of COVID-19 crisis

•   WTO: DDG Wolff: “Trade policies have a huge potential to support climate action”

•   WTO: Services trade barometer signals resilience in key sectors amid overall decline

•   WTO: WTO panel issues report regarding US tariffs on Chinese goods

•   ADB: Asian Development Outlook 2020 Update: Wellness in Worrying Times

•   ADB: Renewable Energy Tariffs and Incentives in Indonesia: Review and Recommendations

•   ILO: ILO to release new analysis of effects of COVID-19 on labour income and markets

•   BIS: BIS Quarterly Review, September 2020

•   BIS: Credit supply driven boom-bust cycles

•   BIS: Price search, consumption inequality, and expenditure inequality over the life-cycle

•   U.S. Treasury: Treasury Sanctions Chinese Entity in Cambodia Under Global Magnitsky Authority

•   U.S. Department of Commerce: Commerce Department Prohibits WeChat and TikTok Transactions to Protect the National Security of the United States

•   U.S. Department of Commerce: Statement on Delayed Prohibitions Related to TikTok

•   CBO: The Effects of Pandemic-Related Legislation on Output

•   USTR: USTR Statement on Canadian Aluminum

•   USTR: WTO Report on US Action Against China Shows Necessity for Reform

•   European Commission: Coronavirus Global Response: the Commission's contribution to the COVID-19 Vaccine Global Access Facility (COVAX)

•   European Commission: NextGenerationEU: Commission presents next steps for €672.5 billion Recovery and Resilience Facility in 2021 Annual Sustainable Growth Strategy

•   European Commission: State of the Union: Questions & Answers on the 2030 Climate Target Plan

•   European Commission: State of the Union: Commission raises climate ambition and proposes 55% cut in emissions by 2030

•   European Commission: European Green Deal Call: €1 billion investment to boost the green and digital transition

•   European Commission: Questions and answers: Commission presents next steps for €672.5 billion Recovery and Resilience Facility in 2021 Annual Sustainable Growth Strategy

•   Fed: Federal Reserve issues FOMC statement

•   Fed: Federal Reserve Board and Federal Open Market Committee release economic projections from the September 15-16 FOMC meeting

•   Fed: Federal Reserve Board releases hypothetical scenarios for second round of bank stress tests

•   Fed: Underlying Inflation: Its Measurement and Significance

•   Fed: Does Unemployment Risk Affect Business Cycle Dynamics?

•   Fed: Exchange Rates and Endogenous Productivity

•   Fed: Boom Town Business Dynamics

•   Fed: Federal Reserve Board issues Report on the Economic Well-Being of U.S. Households

•   FRBNY: Consumers’ Expectations Improve Slightly But Remain Weak

•   FRBNY: Did State Reopenings Increase Consumer Spending?

•   FRBNY: What’s Up with the Phillips Curve?

•   St. Louis Fed: The Dynamics of the U.S. Trade Deficit During COVID-19: The Role of Essential Medical Goods

•   St. Louis Fed: Staff Pick: Why Are U.S. Cars Getting Older?

•   St. Louis Fed: Immigrant Workers and U.S. Trade Activity

•   ECB: ECB’s Governing Council says that exceptional circumstances justify leverage ratio relief

•   ECB: Fabio Panetta: Healing after the pandemic: supporting and sustaining the recovery

•   ECB: Isabel Schnabel: Unequal scars – distributional consequences of the pandemic

•   ECB: Isabel Schnabel: Interview with Agence France-Presse (AFP)

•   ECB: Christine Lagarde: Interview with Challenges

•   ECB: Luis de Guindos: Interview with La Razón

•   ECB: Why has inflation in the United States been so stable since the 1990s?

•   ECB: The influence of OPEC+ on oil prices: a quantitative assessment

•   ECB: Forecasting the Covid-19 recession and recovery: lessons from the financial crisis

•   BOJ: Statement on Monetary Policy

•   RBI: RBI releases Handbook of Statistics on the Indian Economy 2019-20

•   NBER: How Much does COVID-19 Increase with Mobility? Evidence from New York and Four Other U.S. Cities

•   World Economic Forum: How has the mining industry responded to COVID-19?

•   World Economic Forum: 5 factors that affect our COVID-19 vaccine response, according to this expert

•   World Economic Forum: From ageing populations to automation - is this what the world will look like in 2030?

•   World Economic Forum: 3 trends that will transform the energy industry

•   World Economic Forum: WHO reveals corticosteroids are effective in reducing the fatality rate of COVID-19

•   World Economic Forum: How Denmark’s industry cut emissions and boosted productivity

•   World Economic Forum: 5 ways to speed up the creation of smart cities

•   World Economic Forum: The next big disruption is coming. How cities can prepare for 'flying cars'

•   World Economic Forum: These 15 innovations are helping us fight COVID-19 and its aftermath

•   World Economic Forum: Why industry needs a reset – and how to do it

•   World Economic Forum: How US-China tensions could hamper development efforts

•   World Economic Forum: How to drive investment into sustainable infrastructure

•   World Economic Forum: 4 ways the Middle East can catch up on climate action

•   World Economic Forum: Want to minimise the impact of COVID-19? Get a flu shot

•   World Economic Forum: These 10 new 'Lighthouse' factories show the future of manufacturing is here

•   World Economic Forum: How businesses can build a sustainable future for all

•   World Economic Forum: 2008 vs. Today: Why we’re more pessimistic about the economic situation now

•   World Economic Forum: 4 ways our COVID-19 recovery can tackle climate change and global inequality

•   World Economic Forum: Better Business: What are the challenges in making business more sustainable?

•   Brookings: Ten Facts about COVID-19 and the U.S. Economy

•   Brookings: In many communities, COVID-19 will permanently kill jobs. Here’s how they can respond.

•   Brookings: Financing a comprehensive and equitable COVID-19 response

•   Brookings: Pandemic highlights the vulnerability of migrant workers in the Middle East

•   Brookings: Are impact bonds delivering outcomes and paying out returns?

•   Brookings: After the default: Argentina’s unsustainable ‘20/80’ economy

•   Brookings: COVID outcomes update: Health and employment impacts in the US compared to other countries

•   Brookings: Hutchins Roundup: SMCCF, COVID fatality rates, and more

•   Brookings: Flying blind: What do investors really know about climate change risks in the U.S. equity and municipal debt markets?

•   CSIS: Yoshihide Suga—Japan’s New Leader

•   CSIS: Currency and Subsidies

•   CSIS: The Creative Economy in Latin America

•   CSIS: The Significance of the Israel-UAE Deal

•   CSIS: Russia in the Middle East: Part Three

•   CSIS: U.S.-India Insight: Time to Expand America's Footprint in India

•   CSIS: Stumbling Out of the Middle East Is No Better Than Stumbling In

•   CSIS: It Is Time for the United States to Again Show Leadership at the WTO

•   CSIS: Key Trends in the Global Economy through 2030

•   38 North: Sinpo South Shipyard: After the Storms

•   38 North: Sinpo South Shipyard: Submersible Test Barge Visible at the Boat Basin

•   McKinsey:COVID-19 and the great reset: Briefing note #23, September 16, 2020

•   IEA: India needs a resilient power sector: Lessons from the Covid-19 crisis

•   IEA: Oil Market Report - September 2020

•   OPEC: MOMR September 2020

•   Wood Mackenzie: UK can lead world in net zero energy technologies – but investment is critical

•   Wood Mackenzie: Indonesia’s straddle between gross split and cost recovery is positive step forward

•   Wood Mackenzie: China’s gas power plants bleed under pressure from lower tariffs and trade war

•   IDC: Low- to Mid-Range Smartphones Dominate Worldwide Smartphone Forecast with the Fastest Growth Expected in $400-600 Price Band, According to IDC

•   Strategy Analytics: TikTok’s Fate Rests With US and China Governments as Deadline Looms

•   Strategy Analytics: Wireless Charging Electric Vehicles – Later is Better?

•   Strategy Analytics: How Car Companies Can Combat Covid-19

•   Counterpoint: Qualcomm Leads Market Despite Losing Share to HiSilicon In Q2 2020

•   DRAMeXchange: 【Market View】Sluggish Server Production in 4Q20 to Be Accompanied by Expanded QoQ Decline of 13-18% in Server DRAM Prices, Says TrendForce

•   IC Insights: Nvidia's $40 Billion ARM Purchase Will Test Current M&A "Ceiling"

•   SEMI: North American Semiconductor Equipment Industry Posts August 2020 Billings

•   한국은행: 해외경제 포커스(제2020-36호)

※   글로벌 이슈: 최근 세계경제의 주요 이슈 점검 및 시사점

•   한국은행: 2020년 8월 수출입물가지수

•   한국은행: 2020년 2/4분기 기업경영분석

•   한국은행: 금융통화위원회 의사록(2020년도 제19차)(2020.8.27.)

•   한국은행: 2020년 8월중 거주자외화예금 동향

•   한국은행: [현지정보] 영국 의회, 내부시장법안 1차 가결

•   한국은행: [현지정보] 9월 FOMC 회의결과에 대한 금융시장 반응 및 시장참가자들의 평가

•   한국은행: [현지정보] 2020.9월 FOMC 회의 결과

•   한국은행: [현지정보] 영란은행, '20.9월 통화정책회의 결과 및 시장반응

•   국제금융센터: [글로벌] 주간 Global Opinions(9.7~13)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.14)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(9.14)

•   국제금융센터: `20년 외평채에 대한 해외 언론 및 투자자 시각

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.15)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.16)

•   국제금융센터: 글로벌 경제의 더블딥 가능성 점검

•   국제금융센터: [9월 FOMC] `23년까지 금리동결, 뉴 포워드가이던스 제시

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.17)

•   국제금융센터: 코로나19 이후 글로벌 통화패권 변화 논쟁

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.18)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 선진국을 중심으로 주식펀드 유입 전환

•   국제금융센터: [주간] 주요국 증시, 코로나19 백신개발 기대 등으로 상승

•   kotra: 일본 제조업의 공급망 재편 속 우리 기업의 기회는

•   kotra: 베트남 거주자들이 직접 말하는 건설업 및 부동산 동향

•   kotra: 일본 스가 신정부 발족에 따른 주요 동향

•   kotra: 美, 2008년 이후 무역적자 최대폭 증가

•   kotra: 인도-중국 국경 충돌이 가져온 인도 경제로의 파급효과

•   kotra: 전략국제연구센터, 미국 산업정책과 혁신전략 논의

•   kotra: 대만, 자동화 및 로봇 전시회 참관기

•   KDI: 정책서민금융상품에 대한 평가와 개선방향

•   대외경제정책연구원: 중앙아시아 및 코카서스 지역의 코로나19 확산 동향과 경제적 영향

•   대외경제정책연구원: 일본의 스가 내각 출범과 향후 전망

•   EMERiCs: [이슈트렌드] 아프간 정부, 탈레반과 평화협상 시작

•   EMERiCs: [전문가오피니언] 미얀마 두 민간정부 산하 경제성과 - 군사정권과 비교하여

•   EMERiCs: [이슈트렌드] 인도네시아, 새 중앙은행법 관련 논란 확대

•   EMERiCs: 러시아 가즈프롬, 가스 수출이 감소한 가운데 중국 수출은 증가

•   EMERiCs: [이슈트렌드] UAE, 국외 자본 유치 위한 인프라 구축과 정책 추진

•   EMERiCs: [월간이슈] 8월 월간이슈 TOP5

•   EMERiCs: 中 6개 신규 자유무역시험구(FTZ) 1주년 성과

•   EMERiCs: 中 다수 도시 부동산 규제 강화, 가격안정 유지 전망

•   수출입은행 해외경제연구소: 2020년 9월 컨트리리스크 모니터링

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2020.9.18)

•   조세재정연구원: 지역화폐의 도입이 지역경제에 미친 영향

•   국회예산정책처: 2020년도 제4회 추가경정예산안 분석

•   국회입법조사처: 코로나19 대유행시기 유럽연합 주요동향과 함의

•   국회입법조사처: [현안브리핑 제23호] 코로나19 대응 국내·외동향

•   금융연구원: 금융브리프 29-18

•   하나금융경영연구소: 법원 등기 데이터를 활용한 국내 부동산 거래 트렌드 분석

•   하나금융경영연구소: 하나금융포커스 [제10권 19호]

•   KDB미래전략연구소: 주간 KDB리포트(2020.9.14)

•   IBK경제연구소: 코로나19확산 이후 신흥국 경제위기 점검

•   KB: 9월 14일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』조사결과

•   건설산업연구원: 건설동향브리핑 774호

•   건설산업연구원: CERIK 하이라이트 4호

•   LH토지주택연구원: 부동산시장동향보고서 2020년 9월호

•   외교안보연구소: 싼샤댐을 둘러싼 논란과 중국 정부의 대응

•   국가안보전략연구원: 북한경제의 퍼펙트스톰 가능성과 시사점

•   대한상의: ILO협약 관련 노조법 개정안에 대한 경제계 의견 건의

•   전경련: 전기차 시장 글로벌 동향 및 시사점

•   전경련: 상법·공정거래법 개정에 대한 경제계 공동 성명

•   전경련: 글로벌 AI 인덱스로 본 한국 AI산업의 현주소

•   한국경제연구원: 외국인관광객 급감으로 일자리 11.9만 개 증발 우려

•   한국경제연구원: 빠른 정부소비 비중 증가로 재정적자·국가채무 누적 우려

•   한국경제연구원: 코로나 확산규모 따라 올해 韓 경제성장률 -2.3~ -5.5%추락

•   경총: 경총, '사회적 거리두기에 따른 매출 100대 기업 재택근무 현황 조사' 결과 발표

•   경총: 한국경영자총협회, 코로나19 극복과 경제활력 제고를 위한 세제개편 (온라인) 토론회 개최

•   한국기업평가: 미국의 화웨이 등 중국 IT기업 제재에 따른 영향 - ICT산업 불확실성 확대 요인으로 미·중 분쟁 전개 양상 모니터링 필요

•   DIGIECO: 글로벌 IT 업체 동향

•   기재부: [보도참고] ADB, '2020 아시아 경제전망 수정' 발표

•   기재부: OECD 중간경제전망 발표

•   기재부: 2020.9.16.(수) 헤럴드경제, 「‘투자 안한 죄’ 세금 8500억 때려 과세액 급증…국책硏 “폐지” 의견」 기사 관련

•   기재부: 제3차 한국판 뉴딜 관계장관회의 겸 제16차 비상경제 중앙대책본부 회의 개최

•   기재부: 2020년 2분기 해외직접투자 동향

•   기재부: (보도참고) 2020.9.18.(금) 헤럴드경제, 「보편증세 대신 사내유보금 과세, 기업들 “불확실성 대비 비상금”」 기사 관련

•   산업부: (설명자료)재생에너지 3020 이행계획은 차질 없이 진행 중이며, 태양광 발전비중도 꾸준한 증가 추세임 (서울경제 9.14 자 보도에 대한 설명)

•   산업부: 8월 정보통신기술(ICT) 수출 152.4억불, 수입 91.9억불

•   산업부: 산업부,「코로나 대응 기업 지원 추가대책」발표

•   산업부: 수소차 핵심부품「수소연료전지」최초 수출

•   산업부: 미얀마와의 포괄적인 경제협력 채널 시동

•   산업부: (설명자료)동 기사에서 언급한 8,700억원은 예타를 신청한 「원전해체 기술개발사업」의 사업기간(8년) 총 예산 규모로 단일년도 예산규모와 비교는 적절하지 않음(9.16일 매일경제)

•   산업부: 산업단지의 친환경 첨단 산업기지화를 위한 「스마트그린산단 실행전략」발표

•   산업부: 2020년 8월 자동차산업 월간 동향

•   산업부: (설명자료)동 기사에서 언급한 제9차 전력수급기본계획에 따라 폐지되는 석탄발전 30기에 대한 비용보전 지원과 전기료 부담이 더 커질 것이라는 내용은 사실이 아님(9.18일 매일경제)

•   산업부: (참고자료)재생에너지 발전량 예측제도 도입

•   국토부: 20년 4분기(10월~12월) 전국 아파트 80,635세대, 서울 아파트 12,097세대 입주 예정

•   국토부: 20년 도시재생 뉴딜사업 23곳 1차 선정, ’24년까지 1.2조 원 투자

•   국토부: 새만금에 국내 대기업 최초로 2조원 투자 본격화

•   국토부: 8월 주택 매매거래량은 8.5만 건, 전월세 거래량은 17.5만 건

•   노동부: 고용노동부, "재택근무 종합 매뉴얼" 발표

•   공정위: [반박] 감사위원 분리선임제는 毒...경영권 승계 노린 ‘트로이 목마 될수도_기사 관련 (서울경제 9.18)

•   공정위: [설명] 美는 이사회서 감사위원 선출, 다중대표소송제는 日만 도입_기사 관련 (서울경제 9.18)

[Magazines]

•   Economist: Is it the end of the oil age?

•   Economist: The changing geopolitics of energy - America’s domination of oil and gas will not cow China

•   Economist: The great disrupter

•   Economist: A grim outlook

•   Economist: Costs of carbon

•   Economist: Carbon offsets - Cheap cheats

•   Economist: Guilty by emission

•   Economist: Green machines

•   Economist: The future - Directing the disruption

•   Economist: Off target - The ECB’s lack of credibility could hamstring Europe’s recovery

•   Economist: Corporate contortions - Will TikTok survive?

•   Economist: Searching for Suga-san - Suga Yoshihide, Japan’s new prime minister, promises continuity

•   Economist: Reports that the president’s campaign faces a crisis are exaggerated

•   Economist: Lexington - Global warming and the presidential election

•   Economist: Winning from death’s door - Alexei Navalny, Russia’s poisoned opposition leader, has a Siberian success

•   Economist: Zombie dawn - Germany’s bail-out brings worries about its long-term effects

•   Economist: Of moonshots and bus subsidies - How state aid became a Brexit deal-breaker

•   Economist: Flunked - Britain’s testing system seizes up just when it is needed most

•   Economist: Who will rule the Teslaverse?

•   Economist: Short circuit - Can Nikola become the next Tesla?

•   Economist: A less oily BP - How BP’s newish boss sees the future of fossil fuels

•   Economist: Integrating circuits - How Nvidia’s purchase of Arm could open new markets

•   Economist: Oracle’s Trump card - Who are the TikTok saga’s biggest winners?

•   Economist: Schumpeter - What is stakeholder capitalism?

•   Economist: The 90% economy, revisited - Is the world economy recovering?

•   Economist: One-armed fighter - What is fuelling China’s economic recovery?

•   Economist: Continuity candidate - How would Joe Biden change America’s trade policy?

•   Economist: The meaning of green - What is the point of green bonds?

•   Economist: Buttonwood - Can you make money from the Big Mac index?

•   Economist: Free exchange - How does today’s tech boom compare with the dotcom era?

•   Economist: Cloud computing - Davy Jones’s data-centre

•   Forbes: Why We Can’t Rely On Natural Immunity To Protect Us From Covid-19

•   Forbes: How To Avoid The Greatest Election Disaster

•   Forbes: Why A COVID Vaccine May Not End The Pandemic

•   Forbes: Who Is Holding Up The Next Stimulus Check?

•   Forbes: The Fed’s Final Farewell To Tight Inflation Control

•   Fortune: Joe Biden tax plan: Former VP wants to raise taxes on day one, but experts don't see it happening

•   Fortune: Trump polls: Gallup's presidential approval, U.S. satisfaction and economic polls spell trouble for Trump

•   Fortune: Trump-Biden battleground state polls: To win in November Trump must pull off bigger upset than in 2016

•   Fortune: COVID-19 vaccine race: 6 questions that must be answered

•   Fortune: COVID-19 vaccine distribution: Cold chain management is key

•   Fortune: Can emissions cuts and economic growth co-exist? Europe is sure they can

•   Fortune: If U.S. kills Huawei, will China retaliate against Apple?

•   Fortune: IBM plans a 1 million-qubit quantum computer for 2030

•   Fortune: OPEC, the IEA and BP all predict a prolonged downturn in oil demand

•   Fortune: Second coronavirus stimulus bill: Why Congress might opt for smaller, more targeted policies

•   Bloomberg Businessweek: Facebook Needs Trump Even More Than Trump Needs Facebook

•   Bloomberg Businessweek: Bill Gates Warns Climate Change Is an Even Harder Problem Than the Pandemic

•   Bloomberg Businessweek: Elon Musk’s Next Big Thing Is 40,000 Satellites Beaming Broadband

•   Time: America's 1% Has Taken $50 Trillion From the Bottom 90%

•   Time: Here's Who Won TIME's 2020 TIME100 Reader Poll

•   Time: Why Donald Trump is Trying to Reach Latino Voters

•   Atlantic: Where Joe Biden Is Underperforming Hillary Clinton

•   Atlantic: The Election’s Biggest Threat Is No Longer the Postal Service

•   Atlantic: The U.S. Is on the Path to Destruction

•   Atlantic: The Reason Trump Isn’t Trying to Save the Economy

•   Foreign Policy: India’s Democracy Is Under Threat

•   Foreign Policy: Japan’s Suga Will Struggle to Pull off Abe’s Defense Transformation

•   Foreign Policy: WeChat Is a Real Threat. Trump's Ban Is the Wrong Answer.

•   Foreign Policy: As Brexit Talks Falter, the Risk of Violence in Ireland Is Still Alive

•   Foreign Policy: Joe Biden Is Actually Listening

•   Foreign Policy: For Iran, Negotiations Aren’t Optional

•   Foreign Policy: The World Is Losing the Vaccine Race

•   Foreign Policy: Macron Wants France to Be a Power in the Middle East and Mediterranean

•   Foreign Policy: Israel's Deals With the UAE and Bahrain Are a Vindication for Netanyahu

•   Foreign Policy: COVID-19 Has Crushed Everybody’s Economy—Except for South Korea's

•   Foreign Policy: Abe’s Policies for Keeping the Yen Weak and Exports Strong Have Been Used Up. Suga Will Have to Come Up With Something New.

•   Foreign Policy: Brexit Is a Distraction from the United Kingdom’s Real Economic Woes

•   Foreign Policy: The Biden-FDR Connection Runs Deeper Than You Think

•   Foreign Policy: The U.S. Election Is Make-or-Break for Global Efforts to Combat Climate Change

•   Barron's: Biden and Trump Offer Drastically Different Visions for U.S. Economy - MarketWatch

•   Barron's: The Race Is on to Win the 5G Battle. T-Mobile Has the Lead.

•   Barron's: Reinventing Capitalism Goes Beyond Milton Friedman's Focus on Profit Above All | Barron's

•   Barron's: The TikTok Deal Is a Defining Moment for CFIUS

•   Barron's: Public Companies Should Disclose the Risk of Trump Refusing to Leave Office | Barron's

•   Barron's: Open Letter: Put Environmental and Social Impact First | Barron's

•   Barron's: America’s Trade Chief Has a Bold New Plan. U.S. Companies, Beware.

•   MIT Technology Review: Trump's rollbacks could add half an EU’s worth of climate pollution by 2035

•   Power Magazine: The Past, Present, and Future of Powerline Inspection Automation

•   Power Magazine: Hitachi ABB Power Grids’ Report Highlights Greening of the Grid

•   Power Magazine: DOE-Backed Hydrogen Project Underway in Texas

•   Windpower Monthly: Poland looks to renewables and nuclear to wean itself off coal

•   Windpower Monthly: Siemens merges wind component units

•   Science: An ‘uncoordinated’ immune response may explain why COVID-19 strikes some hard, particularly the elderly

•   Nature: The lasting misery of coronavirus long-haulers

•   Nature: Fast coronavirus tests: what they can and can't do

•   Nature: How COVID-19 can damage the brain

•   매경이코노미: 달라진 삼성전자 비메모리…삼성, IBM·엔비디아·퀄컴 차세대 제품 생산

•   매경이코노미: 뉴딜펀드를 둘러싼 5가지 논란-투자처 불분명하고 관제펀드 논란도 금융수장 원금 보장 발언은 법(자본시장법) 위반?

•   매경이코노미: 뉴딜펀드 수혜주-뉴딜지수 40종목…시총 낮을수록 유리

•   매경이코노미: [US REPORT] 더 거세지는 美 수출통제…트럼프 정책에 희비 교차하는 한국 기업

•   한경비즈니스: 한국 OECD 경기선행지수, 코스피가 이끌었다

•   이코노미조선: [르포] 코로나19 9개월에 텅 빈 상점들 서울 상가 2만 개 증발…명동도 종로도 ‘공실의 눈물’

•   이코노미조선: 수도권 6만 가구 사전 청약 대상지 공개 30대 ‘패닉 바잉’ 잡을까?…“변수 수두룩 곳곳 암초”

•   이코노미조선: 엔비디아가 몰고 올 파운드리 시장의 변화

•   주간조선: 직방 빅데이터 함영진 랩장 “내년까지 전세난 불가피”

•   이코노미스트: [니콜라로 웃은 한화, 니콜라로 운다] 사기 결론 나면 투자금회수·수소계획 차질 불가피

•   이코노미스트: [정부 기간산업안정기금은 ‘아시아나항공’ 몫인가?] 3년간 5조7000억원 투입에 “대한항공 2개 살 돈” 비판 쏟아져

•   이코노미스트: [분기점 맞은 실물 카드의 미래] 삼성페이카드 출시, ‘플라스틱 카드 멸종’ 앞당길까

•   이코노미스트: [풍력, 조선업계 새 먹거리 될까] ‘그린 뉴딜’ 훈풍에도 해상 풍력 주저하는 조선 3사

•   이코노미스트: [‘반규직’을 아십니까?] 유튜브·우버 등 온라인 플랫폼 노동자 시대가 온다

•   이코노미스트: [일자리 대격변, ‘반규직 시대’ 온다] 유튜버·블로거·라이더 등 ‘투잡의 보편화’

•   이코노미스트: [채인택의 글로벌 인사이트 | 일본 99대 총리 스가 대해부] 아베 아바타일까, 의외의 야심가일까

•   이코노미스트: [‘코로나19 시대 한가위’ 11인의 시선 | 조원경-국제경제] ‘코로나 공존 시대’ 국제 경제를 읽어야 한다

•   이코노미스트: [‘코로나19 시대 한가위’ 11인의 시선 | 백석현-환율] 연준의 방어벽 덕에 차분해진 외환시장

•   주간동아: “악성 사이클에 갇힌 부동산…정부는 아무 신호도 보내지 말아야” [허문명의 Pick]

•   신동아: 한일협상, ‘先조율 後이행방식’ 동시 행동 나서야

•   신동아: 아베에 숨죽이던 日재계, 수출 규제 반대 목소리 ‘꿈틀’

•   신동아: 스탠퍼드 신기욱 “트럼프 재선 가능성 높다” [허문명이 만난 사람]

•   신동아: 국내외 코로나 치료제·백신 개발 어디까지? “연내 어렵다!”

•   신동아: 백신 나와도 마스크는 써야 한다…‘뉴노멀’ 적응해야 하는 3가지 이유

•   신동아: [팩트체크] ‘37.5도’ 넘는다고 모두 ‘발열’ 아니다

•   신동아: 공정위 밀어붙이기식 조사에 기업 불만 쏟아진다

•   이코노믹리뷰: 두산인프라코어, 안팔자니 급하고 팔자니 걸림돌 많고

•   월간로봇기술: 코로나 시대의 제조업체, '협동로봇'으로 자동화 이끈다

[Books]

•   Economist: Energy and politics - Daniel Yergin’s new survey of the world of energy

•   FT: Are cooler heads needed on climate change?

•   Project Syndicate: The Roots of American Misery

•   SCMP: Ray Dalio book reveals top negotiator Liu He feared ‘tit-for-tat escalations’ before US-China trade war began

•   매경: 코로나가 잠들어 있던 국가라는 괴물을 깨웠다

•   매경: 기업 장기성장 방해하는 `주주 등쌀`

•   매경: `21세기 노스트라다무스` 조지 프리드먼의 혜안…트럼프가 있건 없건 미국은 무너지고 재건된다

•   한경: [책마을] '진짜 美·中관계'는 워싱턴·베이징 밖에 있다

•   동아: [책의 향기]혁신의 아이콘 우버는 왜 위기를 맞았나