Business Intelligence Monitor Weekly 200928~201004

[Reports]

•   IMF: Infrastructure in Central, Eastern, and Southeastern Europe : Benchmarking, Macroeconomic Impact, and Policy Issues

•   IMF: Social Spending for Inclusive Growth in the Middle East and Central Asia

•   IMF: Resolving Global Debt: An Urgent Collective Action Cause

•   IMF: Reform of the International Debt Architecture is Urgently Needed

•   IMF: Monetary Policy for all? Inequality and the Conduct of Monetary Policy

•   World Bank: From Containment to Recovery: Economic Update for East Asia and the Pacific, October 2020

•   World Bank: How to "hibernate" firms for a resilient recovery from COVID-19

•   World Bank: Going Viral : COVID-19 and the Accelerated Transformation of Jobs in Latin America and the Caribbean

•   World Bank: Modeling and Predicting the Spread of Covid-19: Comparative Results for the United States, the Philippines, and South Africa

•   World Bank: Revised Estimates of the Impact of Climate Change on Extreme Poverty by 2030

•   ADB: Assessing the Impact of the United States–People’s Republic of China Trade Dispute Using a Multiregional Computable General Equilibrium Model

•   ADB: Asian Development Review: Volume 37, Number 2

•   ILO: Latin America and Caribbean show way to green COVID-19 recovery

•   ILO: ILO: 34 million jobs lost by the COVID-19 crisis in Latin America and the Caribbean

•   BIS: When the unconventional becomes conventional

•   BIS: How does international capital flow?

•   BIS: Foreign exchange intervention and financial stability

•   White House: Statement from the Press Secretary

•   CBO: The Distribution of Household Income, 2017

•   European Commission: Statement by Michel Barnier following Round 9 of negotiations for a new partnership between the European Union and the United Kingdom

•   European Commission: Investing in new energy infrastructure: Green light for EU grants worth nearly €1 billion

•   Fed: Implementing Monetary Policy in an “Ample-Reserves” Regime: When in Crisis

•   FRBNY: Should Emerging Economies Embrace Quantitative Easing during the Pandemic?

•   FRBNY: The Impact of the Corporate Credit Facilities

•   FRBNY: Did Too-Big-To-Fail Reforms Work Globally?

•   FRBNY: The New York Fed DSGE Model Forecast—September 2020

•   FRBNY: Consumers Expect Modest Increase in Spending Growth and Continued Government Support

•   FRBNY: COVID-19 and the Search for Digital Alternatives to Cash

•   FRBSF: Commercial Banks under Persistent Negative Rates

•   St. Louis Fed: Should Capital Be Taxed?

•   St. Louis Fed: Small Business Lending Gives a Boost to Banks

•   Philadelphia Fed: Monetary Policy Report

•   ECB: ECB amends monetary policy implementation guidelines

•   ECB: ECB intensifies its work on a digital euro

•   ECB: Christine Lagarde: Hearing at the Committee on Economic and Monetary Affairs of the European Parliament

•   ECB: Christine Lagarde: The monetary policy strategy review: some preliminary considerations

•   ECB: Philip R. Lane: The euro area: a laboratory for international macroeconomic research

•   ECB: Global financial markets and oil price shocks in real time

•   ECB: Sectoral output effects of monetary policy: do sticky prices matter?

•   ECB: Borrowing constraints, own labour and homeownership: does it pay to paint your walls?

•   BoE: Avoiding economic anxiety - speech by Andy Haldane

•   NBER: The Macroeconomic Consequences of Infrastructure Investment

•   CEPR: CEPR Discussion Papers 27 September 2020

•   World Economic Forum: 2021 will set off an avalanche of business insolvencies

•   World Economic Forum: As the COVID-19 death toll passes 1 million, how does it compare to other major killers?

•   World Economic Forum: These are the countries with the highest density of robot workers

•   World Economic Forum: How remote work could bring about the next wave of globalization

•   World Economic Forum: Here’s how US presidents get elected (it’s not by winning the most votes)

•   World Economic Forum: 320 COVID-19 vaccines are being developed worldwide, but how will we know which is the best?

•   Brookings: The president has COVID-19. Now what?

•   Brookings: America’s democracy on the edge

•   Brookings: Trump’s violent debate performance is a reflection of his racially violent policies

•   Brookings: The challenge of decarbonizing heavy transport

•   Brookings: Corporate bond market dysfunction during COVID-19 and lessons from the Fed’s response

•   Brookings: What COVID-19 may—or may not—change about swing state politics

•   Brookings: Do the benefits outweigh the costs of impact bonds?

•   Brookings: The end of the car as we know it: What COVID-19 means to mobility in Europe

•   Brookings: Saudi Arabia’s current state of affairs

•   Brookings: How the US military is prioritizing great power competition

•   Brookings: Seven years into China’s Belt and Road

•   Brookings: Urban economic growth in Africa: A framework for analyzing constraints to agglomeration

•   Brookings: The sustainable development agenda: Leveraging the G-20 to enhance accountability and financing

•   Brookings: Hutchins Roundup: Central bank objectivity, healthcare, and more

•   Brookings: Challenges for the next president and lessons from the first debate

•   Brookings: What a second Trump term would mean for the world

•   Brookings: What a Biden administration should learn from the Trump administration’s regulatory reversals

•   Eurasia Group: Future Risks Report 2020

•   CSIS: Creative Economies in the Indo-Pacific and Covid-19

•   CSIS: Qatar’s Looming Decisions in LNG Expansion

•   CSIS: Decoupling: Separation or Divorce?

•   CSIS: Russia in the Middle East: Part Five

•   CSIS: Global Economics Monthly, September 2020

•   CSIS: Xi Jinping’s Vision for Xinjiang

•   CSIS: South Korea Minimized the Damage from Covid-19. North Korea Maximized It.

•   38 North: India’s Ties to North Korea: Can New Delhi Overcome Challenges to Its Maturing Engagement?

•   38 North: North Korea’s Short-Range Ballistic Missiles: They Can’t “Evade Detection” and Are Still Vulnerable to Interception

•   McKinsey:COVID-19 and the great reset: Briefing note #25, September 30, 2020

•   EIA: China Country Analysis Brief

•   EIA: U.S. Energy-Related Carbon Dioxide Emissions, 2019

•   IRENA: Renewables Could Cover More Than One-Third of Energy Demand in CESEC

•   IRENA: Countries Look to Advance Green Hydrogen Production for a Deep Energy Transformation

•   IRENA: The Future of Energy Employment is Driven by Renewables

•   IRENA: Renewable Energy Jobs Continue Growth to 11.5 Million Worldwide

•   Wood Mackenzie: Global energy storage capacity to grow at CAGR of 31% to 2030

•   IDC: 2Q20 EMEA Server Spending Decreased 5.8% YoY, According to IDC

•   Strategy Analytics: High-End Smartphone Models under Pressure as More Consumers Traded Down in Q2 2020

•   Strategy Analytics: Monthly Smartphone Shipments Grew 5% in August

•   Strategy Analytics: Six of World's Top-10 Smartphone Countries are Emerging Markets

•   Strategy Analytics: Xiaomi Takes 7% Share of Europe Smartphone Revenue

•   Strategy Analytics: Low-Cost 5G Phones Target the US

•   Strategy Analytics: 5G Smartphone Prices Plunge -50%

•   Strategy Analytics: Apple iPhone SE is World's No.2 Smartphone Model

•   Strategy Analytics: Apple iPhone 11 is China's 2nd Top Model

•   IC Insights: Two Acquisitions Make 2020 Second-Highest Year for Semi M&As

•   IPC: IPC Releases PCB Industry Results for August 2020

•   한국은행: 조사통계월보 2020년 9월호

•   한국은행: [제26권 제3호] 이자율 스프레드의 경기 예측력: 문헌 서베이 및 한국의 사례 분석

•   한국은행: [제26권 제3호] 소비의 불확실성에 따른 예비적 저축 동기 추정

•   한국은행: [보도참고자료] 환매조건부 외화채권매입을 통한 외화유동성 공급 제도 시행

•   한국은행: 2020년 9월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: [보도자료] 2020년 8월중 금융기관 가중평균금리

•   한국은행: 금융통화위원회 의사록(2020년도 제20차)(2020.09.10)

•   국제금융센터: [글로벌] 주간 Global Opinions(9. 21~27)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.28)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(9.28)

•   국제금융센터: 최근 위안화 강세 원인 및 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.29)

•   국제금융센터: 미 마이너스 실질금리 배경 및 영향

•   국제금융센터: 글로벌 상업용 부동산 위험요인 평가

•   국제금융센터: `20.4분기 주요 신흥국의 정치·정책 이슈 점검

•   kotra: 28년간 불황 모르던 호주도 결국 경기 불황

•   kotra: 2020년 상반기 카타르 수출입 동향

•   kotra: 재무부, FIRRMA 이행 최종 규정 발표

•   kotra: 파키스탄 건설산업 전문가가 보는 우리 건설기계의 진출 전망

•   kotra: 코로나로 타격을 입은 인도 에너지 산업, 살길은?

•   kotra: 인도 물류시장에 주목하자! (인도 물류분야 웨비나 참관기)

•   kotra: 케냐 전력 산업 동향

•   kotra: 중국, 수소차 보급 장려책 발표

•   kotra: 일본 아바타로봇, '사회적 거리두기' 속 연결의 수단 될까

•   KDI: KDI 북한경제리뷰 2020년 9월

•   통계청: 2020 고령자통계

•   대외경제정책연구원: 유럽 그린딜이 한국 그린뉴딜에 주는 정책 시사점

•   대외경제정책연구원: 독일 통일 30년: 경제통합의 성과와 과제

•   EMERiCs: [월간정세변화] 2020년 9월 인도 경제성장률 하락 이슈 추이

•   EMERiCs: [월간정세변화] 2020년 9월 동남아시아 심층 이슈: 대외 협력 확대에 포커스

•   EMERiCs: [이슈인포그래픽] 푸틴 정적 나발니, 차 마신 뒤 쓰러져

•   EMERiCs: [월간정세변화] 2020년 9월 러시아유라시아 한눈에 보기

•   EMERiCs: [이슈인포그래픽] 사우디, 코로나19와 저유가로 경제 타격 심화

•   EMERiCs: [월간정세변화] 2020년 9월 걸프-이스라엘 국교 수립 이슈 추이

•   EMERiCs: [이슈인포그래픽] 브라질, V자형 경제회복 가능할까?

•   EMERiCs: [월간정세변화] 2020년 9월 중남미 국공채 발행 이슈 추이

•   EMERiCs: 중국 해상풍력의 발전과 미래

•   수출입은행 해외경제연구소: 2020 투자환경위험평가 리포트

•   수출입은행 해외경제연구소: 코로나19가 석유화학산업에 미친 영향

•   수출입은행 해외경제연구소: '20 월간 국내외 거시경제 동향 9월호

•   산업연구원: "전문가 경기서베이조사(PSI) 결과 : `20.9월 현황과 10월 전망"

•   산업연구원: "스가총리 취임과 아베노믹스의 행방"

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제20-19호)

•   국회예산정책처: 2020 NABO 장기 재정전망

•   국회예산정책처: 2021년 및 중기 경제전망

•   국회예산정책처: NABO 재정동향 & 이슈 (2020년 Vol.3, 제14호)

•   국회예산정책처: [NABO Focus 제24호] 주요국의 온실가스배출량과 GDP의 탈동조화 경향과 시사점

•   국회입법조사처: 코로나19 대응을 위한 「2020 의회 협력 유엔 결의안」의 주요내용과 시사점

•   국회입법조사처: [현안브리핑 제25호] 코로나19 대응 국내·외 동향

•   KDB미래전략연구소: 주간 KDB리포트(2020.9.28)

•   KB: 2020.9월 『[월간]KB주택가격동향』조사결과

•   건설산업연구원: 건설동향브리핑 776호

•   노동연구원: OECD 고용전망 2020 - 코로나19 : 보건 위기에서 일자리 위기로

•   대한상의: 국회에 경제입법 방향 제시 : 기업부담 줄이고 법제도 혁신

•   대한상의: 국내 제조기업의 ‘GVC 재편 전망 및 대응실태’ 조사

•   대한상의: 4분기 제조업체 경기전망지수 조사

•   전경련: 2020 美대선 공약 분석

•   경총: 집단소송제와 징벌적 손해배상제 확대 관련 법ㆍ제개정(안) 입법예고에 대한 경총 코멘트

•   NICE신용평가: 2020년 상반기 장기신용등급평가 결과분석

•   NICE신용평가: 2020년 상반기 신용등급과 채권수익률의 관계분석

•   NICE신용평가: 삼성그룹 - 확고한 사업 및 재무 안정성 보유, 지배구조재편에 따른 불확실성 내재

•   한국기업평가: 신용등급과 시장수익률의 차이 분석

•   기재부: 제4차 한국판 뉴딜 관계장관회의 겸 제17차 비상경제 중앙대책본부 회의 개최

•   기재부: 제4차 추가경정예산 추석前 신속지급 추진현황

•   기재부: '20.8월 산업활동 동향 및 평가

•   산업부: 2020년 9월 수출입 동향

•   산업부: 그린뉴딜 지원을 위한 신･재생에너지 관련법령 개정･시행

•   국토부: 8월 주택 인ㆍ허가 2.8만 호, 준공 3.4만 호

•   국토부: ‘20.8월말 미분양 전국 28,831호, 수도권 3,166호(전월 대비 전국은 0.2% 감소, 수도권은 0.7% 증가)

•   환경부: 온실가스 배출량 2018년 2.5% 증가, 2019년 3.4% 감소

•   환경부: 제3차 계획기간(2021~2025) 국가 배출권 할당계획 마련

•   금감원: 20.8월중 기업의 직접금융 조달실적

•   공정위: [반박] 총수일가와 무관한 315社도 잡겠다_기사 관련_한국경제(9.28)

[Magazines]

•   Economist: Bidenomics: the good the bad and the unknown

•   Economist: The pragmatist - Joe Biden would not remake America’s economy

•   Economist: The house party returns - Booming house prices spell more trouble for the social contract

•   Economist: The three pillars - Why, despite the coronavirus pandemic, house prices continue to rise

•   Economist: The sleeping giant wakes up - Thirty years after reunification, Germany is shouldering more responsibility

•   Economist: Mass destruction - China is demolishing villages and forcing people into bigger ones

•   Economist: Is Pakistan really handling the pandemic better than India?

•   Economist: Why Donald Trump is doing surprisingly well in Florida

•   Economist: Courting votes - Would the Supreme Court hand Donald Trump a second term?

•   Economist: Rashomon, with ballots - Why do voters in Georgia face so many hurdles to voting?

•   Economist: The other half - Measuring poverty in the midst of America’s covid-19 epidemic

•   Economist: Lexington - The end of the debate

•   Economist: Iraq is too broken to protect itself from covid-19

•   Economist: Dancing with death - Spain’s poisonous politics have worsened the pandemic and the economy

•   Economist: Virtual realities - Computer-generated realities are becoming ubiquitous

•   Economist: Simulation - Virtual environments are being used everywhere

•   Economist: Hardware - Headset technology is cheaper and better than ever

•   Economist: Health care - Health care is already benefiting from VR

•   Economist: Brain scan - A novelist’s vision of the virtual world has inspired an industry

•   Economist: The future - The Metaverse is coming

•   Economist: Endangered species - Can Tata Sons regain its footing?

•   Economist: Why Devon Energy wants to buy WBX Energy

•   Economist: Schumpeter - How good a businessman is Donald Trump?

•   Economist: Not forever grand - Is China’s biggest property developer truly too big to fail?

•   Economist: If you can’t bill ’em - Mastercard and Visa seek to get the most out of the digital-payments boom

•   Economist: Sticking plaster - Foreign capital helps ease India’s credit drought

•   Economist: Buttonwood - Lessons from the endowment model

•   Economist: Free exchange - Outright bans can sometimes be a good way to fight climate change

•   Forbes: Which Countries Did Worse In The “Deadly Summer” Of Tourism?

•   Forbes: How Will Markets React To President Trump Contracting Covid-19?

•   Forbes: Can OPEC Achieve A ‘Soft Landing’ In Oil Markets?

•   Forbes: ESG Investing Boom Is Bullish For Cleantech

•   Forbes: Which Presidential Debates Drew The Biggest TV Audiences? [Infographic]

•   Forbes: Covid-19 Is Not The ‘Death Of The City’ - It’s The Rise Of The Neighborhood Center

•   Fortune: Trump-Biden polls: Biden leads in Michigan, Wisconsin, Pennsylvania, Arizona, Florida, Ohio, Iowa, North Carolina, Georgia

•   Fortune: With Trump at Walter Reed, the Biden campaign walks a delicate line

•   Fortune: The world is obsessed with new COVID drugs. But other important treatments are in the works, too

•   Fortune: China's new climate goals mean it must completely phase out coal by 2050

•   Fortune: Why Trump nominated Amy Coney Barrett to the Supreme Court

•   Fortune: BP is laying out its vision for a low-carbon future. Investors are skeptical

•   Fortune: Trump vs. Biden: What business needs from the 2020 election

•   Bloomberg Businessweek: China’s Economic Recovery Leaves the Bottom 60% Behind

•   Bloomberg Businessweek: Biden Has 78% Chance of Winning Presidency, Forecasters Say

•   Bloomberg Businessweek: Trump’s Taxes Give Biden Blueprint to Fix System Rigged for Rich

•   Bloomberg Businessweek: To Protect Good Jobs, End Tax Breaks for Job-Killing Technology

•   Bloomberg Businessweek: Will Trump’s Illness Slow the Economy’s Rebound?

•   Bloomberg Businessweek: Markets Were Already Braced for Chaos—and Then Came the Diagnosis

•   Bloomberg Businessweek: Trump Positive Covid Test Will Make It Harder for Him to Win Over Female Vote

•   Bloomberg Businessweek: Japan's Shut-Ins, Hikikomori, Are Living With Their Parents and Have No Jobs

•   Time: Armenia-Azerbaijan Conflict May Spiral Into Wider Region

•   Time: Donald Trump Supporters Are Undaunted By His COVID-19 Diagnosis

•   Time: The COVID-19 Pandemic Is Weakening Democracy Around the World, Report Finds

•   Time: We Need One Million Volunteers for COVID-19 Vaccine Trials

•   Time: Joe Biden Can Be a Far Better Debater Than Donald Trump Realizes

•   Atlantic: Trump Is a Super-Spreader of Disinformation

•   Atlantic: What Bolsonaro's COVID-19 Case Tells Us About Trump's

•   Atlantic: What If 2016 Was a Fluke?

•   Atlantic: Trump's Tax Returns Prove He Is Just Another Moocher

•   Atlantic: Trump's Tax Returns Show He Has No More Tricks

•   Foreign Policy: What Happens During an Election If a Presidential Candidate Dies?

•   Foreign Policy: Biden’s Economic Plans Could Escalate Trump’s Trade Wars With China and Europe

•   Foreign Policy: Beijing Is Winning the Clean Energy Race

•   Foreign Policy: Economists Have Long Imagined That the Free Flow of Capital Around the World Benefits the U.S. Economy. It Doesn’t.

•   Foreign Policy: When the Coronavirus Reaches the Top

•   Foreign Policy: The World’s Sustainable Development Goals Aren’t Sustainable at All

•   Foreign Policy: Biden Shouldn't Reset Relations With China

•   Foreign Policy: U.S. at Risk of Being Outpaced by China, a New Intel Committee Report Finds

•   Foreign Policy: Trump’s Pick to Replace Ruth Bader Ginsburg Could Make the Supreme Court ‘America First’

•   Barron's: What to Buy Instead of High-Yield Bonds in This Recovery | Barron's

•   Barron's: The Marketplace for Voting Machines Is Heavily Concentrated. What That Means for the 2020 Election | Barron's

•   Barron's: Trump’s Coronavirus News Adds New Layer of Uncertainty Around the World

•   Barron's: Proud Boys. Stand Back, and Stand By.' What to Know About the Far-Right Group | Barron's

•   Power Magazine: Integrating Battery Storage with Renewable Energy

•   Power Magazine: Microgrids Increase Reliability, Resiliency

•   Power Magazine: An 'Everything as a Grid' Approach to Energy Production

•   Power Magazine: Decarbonization, Decentralization Driving Power Industry

•   Windpower Monthly: Robot starts construction of world's largest floating offshore wind farm

•   Windpower Monthly: Negative power pricing peaks in Europe during coronavirus

•   Windpower Monthly: Why half of oil and gas workers are looking to offshore wind

•   Science: ‘Provocative results’ boost hopes of antibody treatment for COVID-19 | Science | AAAS

•   Science: Here's what is known about Trump’s COVID-19 treatment | Science | AAAS

•   Science: One number could help reveal how infectious a COVID-19 patient is. Should test results include it? | Science | AAAS

•   매경이코노미: [생생中國] 14차 5개년 계획 마련 중인 중국…시진핑, 신냉전 속 ‘자립 경제’ 속도

•   한경비즈니스: 다가오는 ‘중앙은행 전자화폐’ 시대, 상업은행의 위기 오나 [비트코인 A to Z]

•   한경비즈니스: ‘사전 청약’ 3기 신도시, 부동산 판을 흔들다

•   이코노믹리뷰: 현대건설기계, 두산인프라코어 삼키는 ‘보아뱀’ 될까

•   월간수소경제: 수소충전소 긴급 진단 ① 수소충전소 고장으로 ‘몸살’

•   월간수소경제: 수소충전소 긴급 진단 ② 수소충전소 구축, 현장에서 답을 찾다

•   월간수소경제: 재생에너지 수전해 그린수소 바람 거세다

•   월간수소경제: LNG 가스터빈과 수소의 만남

•   월간수소경제: 니콜라 사태로 본 수소트럭의 미래

•   월간수소경제: 에너지연, 수소 기술이전 활발…수소경제 활성화 ‘날개’

•   월간수소경제: 도시가스사, 수소사업 진출 적극 모색할까?

[Books]

•   NYT: Is Socialism Coming to America?

•   CSIS: The Emperor’s New Road: China and the Project of the Century