Business Intelligence Monitor Weekly 201019~201025

[Reports]

•   IMF: Regional Economic Outlook: Middle East and Central Asia

•   IMF: Digital Money Across Borders: Macro-Financial Implications

•   IMF: Regional Economic Outlook for Europe, Fall 2020

•   IMF: Navigating the Pandemic: A Multispeed Recovery in Asia

•   IMF: Regional Economic Outlook for Western Hemisphere

•   IMF: Regional Economic Outlook for Sub-Saharan Africa

•   IMF: Emerging and Frontier Markets: Policy Tools in Times of Financial Stress

•   World Bank: GCC Countries Outlook — October 2020

•   World Bank: October 2020 Commodity Markets Outlook

•   World Bank: MENA Economic Update: Trading Together — Reviving Middle East and North Africa Regional Integration in the Post-COVID Era

•   UNCTAD: Global trade shows frail recovery in third quarter, but outlook remains uncertain

•   WTO: Services trade drops 30% in Q2 as COVID-19 ravages international travel

•   BIS: Assessing the fiscal implications of banking crises

•   BIS: Effects of eligibility for central bank purchases on corporate bond spreads

•   U.S. Treasury: Treasury Sanctions Iranian Entities for Attempted Election Interference

•   USTR: USTR and USDA Release Report on Agricultural Trade between the United States and China

•   European Commission: Latest Eurobarometer survey (July-August): Economic situation is EU citizens' top concern in light of the coronavirus pandemic

•   European Commission: European Commission issues first emission of EU SURE social bonds

•   Fed: Improving Housing Payment Projections during the COVID-19 Pandemic

•   Fed: Beige Book - October 21, 2020

•   Fed: Electricity Demand as a High-Frequency Economic Indicator: A Case Study of the COVID-19 Pandemic and Hurricane Harvey

•   Fed: Business Exit During the COVID-19 Pandemic: Non-Traditional Measures in Historical Context

•   Fed: What Drove Recent Trends in Corporate Bonds and Loans Usage?

•   Fed: Raiders of the Lost High-Frequency Forecasts: New Data and Evidence on the Efficiency of the Fed's Forecasting

•   Fed: Economics and Epidemics: Evidence from an Estimated Spatial Econ-SIR Model

•   FRBNY: How Has China’s Economy Performed under the COVID-19 Shock?

•   FRBNY: Estimating Macroeconomic Models of Financial Crises: An Endogenous Regime-Switching Approach

•   FRBNY: Alternative Indicators for Chinese Economic Activity Using Sparse PLS Regression

•   FRBNY: China's Growth Outlook: Is High-Income Status in Reach?

•   FRBNY: The Impact of Foreign Slowdown on the U.S. Economy: An Open Economy DSGE Perspective

•   FRBNY: Bank Capital, Loan Liquidity, and Credit Standards since the Global Financial Crisis -Liberty Street Economics

•   FRBSF: Is the Federal Reserve Contributing to Economic Inequality?

•   St. Louis Fed: Why Is the Labor Share Declining?

•   St. Louis Fed: The Economic Effects of the 2018 U.S. Trade Policy: A State-Level Analysis

•   St. Louis Fed: Responses of International Central Banks to the COVID-19 Crisis

•   St. Louis Fed: How Does the Pandemic Recession Stack Up against the Great Depression?

•   St. Louis Fed: Key Elements of the Fed’s New Monetary Policy Strategy

•   St. Louis Fed: Challenges to the Fed’s New Monetary Policy Strategy

•   ECB: Yves Mersch: The ECB’s monetary policy amid the pandemic

•   ECB: Philip R. Lane: International flows and the pandemic: evidence from the euro area

•   ECB: Christine Lagarde: Interview with Le Monde

•   ECB: Don’t take it for granted: the value of high-quality data and statistics for the ECB’s policymaking

•   ECB: Does a big bazooka matter? Quantitative easing policies and exchange rates

•   ECB: PCCI – a data-rich measure of underlying inflation in the euro area

•   NBER: Macroeconomic Outcomes and COVID-19: A Progress Report

•   NBER: How Likely Is It that Courts Will Select the US President? The Probability of Narrow, Reversible Election Results in the Electoral College versus a National Popular Vote | NBER

•   NBER: The ESG-Innovation Disconnect: Evidence from Green Patenting | NBER

•   NBER: Milton Friedman and Exchange Rates in Developing Countries

•   NBER: An Executive Order Worth $100 Billion: The Impact of an Immigration Ban’s Announcement on Fortune 500 Firms’ Valuation

•   NBER: The Pandemic Economic Crisis, Precautionary Behavior, and Mobility Constraints: An Application of the Dynamic Disequilibrium Model with Randomness | NBER

•   NBER: The Slope of the Phillips Curve: Evidence from U.S. States

•   CEPR: CEPR Discussion Papers 18 October 2020

•   CEPR: Fifty-third Issue - Covid Economics: Vetted and Real-Time Papers

•   World Economic Forum: The Future of Jobs Report 2020

•   World Economic Forum: Markets of Tomorrow: Pathways to a New Economy

•   World Economic Forum: Dashboard for a New Economy Towards a New Compass for the Post-COVID Recovery

•   World Economic Forum: System value can power the energy transition in emerging markets

•   World Economic Forum: How the global coronavirus stimulus could put Paris Agreement on track

•   World Economic Forum: Immunity from COVID-19 could last for up to 7 months, according to a new study

•   World Economic Forum: The economic consequences of COVID-19: Why no country is immune

•   World Economic Forum: We can now measure the progress of stakeholder capitalism. Here's how

•   World Economic Forum: Is reaching zero COVID-19 possible?

•   World Economic Forum: How to scale up the COVID-19 response around the world

•   Brookings: 10 questions for Trump and Biden during their final debate

•   Brookings: The debate mute button was a gift to President Trump and all Americans

•   Brookings: America’s electoral future: The coming generational transformation

•   Brookings: US nonproliferation cooperation with Russia and China

•   Brookings: Pledges and progress: Steps toward greenhouse gas emissions reductions in the 100 largest cities across the United States

•   Brookings: The House antitrust report is a major step toward reining in Big Tech

•   Brookings: The hidden role of water infrastructure in driving a COVID-19 recovery

•   Brookings: Germany’s new centrists? The evolution, political prospects, and foreign policy of Germany’s Green Party

•   Brookings: The impact of COVID-19 on global extreme poverty

•   Brookings: Making US global development structures and functions fit for purpose

•   Brookings: The day that America lost $100 billion because of an immigration visa ban

•   Brookings: Hutchins Roundup: Corporate bond spreads, central bank transparency, and more

•   Brookings: State and local issues in the 2020 election

•   Eurasia Group: Biden would smooth disruptions to global trading system

•   CSIS: Boeing, Boeing

•   CSIS: Pivoting to Asia Doesn’t Get You Out of the Middle East

•   CSIS: The Military Dynamics of the Middle East and North Africa

•   CSIS: Toward a Stronger U.S.-Taiwan Relationship

•   CSIS: China's New Free Trade Zones: A Pivot Inward?

•   CSIS: A New Framework for U.S. Leadership on Climate Migration

•   38 North: Does Size Matter? North Korea’s Newest ICBM

•   38 North: A New Framework for Assessing Sanctions is Vital for Any New US Strategy on North Korea

•   McKinsey:COVID-19 and the great reset: Briefing note #28, October 21, 2020

•   IEA: Investment estimates for 2020 continue to point to a record slump in spending

•   Wood Mackenzie: PV module innovations to help drive down solar costs in coming decade

•   IRENA: Climate Investment Platform: Plugging the Energy Investment Gap in Developing Countries

•   E4tech: Exploring opportunities in low carbon fuel value chains

•   IDC: Consumer PC Demand in EMEA Continues to Boom in the Wake of COVID Lockdowns, says IDC

•   Gartner: Gartner Says Worldwide IT Spending to Grow 4% in 2021

•   Strategy Analytics: 5G smartphone prices crash 40% however one feature justifies a 130 USD price premium

•   Strategy Analytics: Global Smartphone Revenue will Rebound in 2021

•   Strategy Analytics: Vivo Smartphones Enter Europe

•   Strategy Analytics: Western European Countries Lead in 5G Share of Smartphone Sales

•   Strategy Analytics: Samsung S20+ is World's No.1 5G Model

•   Strategy Analytics: Huawei Mate 40 series Unveiled. Kirin Chipset is the Differentiator and a Cause of Bottleneck.

•   Canalys: India smartphone market Q3 2020

•   IHS Markit: U.S. Corporate Sector Emerges as Source of Rapid Demand Growth for Renewables

•   IHS Markit: Overwhelming Number of New Car Sales Will Be Electric Vehicles in Coming Decades—But Gasoline Will Still Rule the Road in Terms of Total Cars in Use

•   DRAMeXchange: 【Market View】SK Hynix to Possess Second Highest NAND Market Share via Acquisition of Intel’s NAND Capacity and Related Technologies, Says TrendForce

•   DRAMeXchange: 【Market View】While Close to Settling Legal Case with U.S., UMC to Focus More on Foundry Business in Future, Says TrendForce

•   SEMI: North American Semiconductor Equipment Industry Posts September 2020 Billings | SEMI

•   한국은행: 해외경제 포커스(제2020-40호)

※   국제경제리뷰: 미 대선이 주요 글로벌 이슈에 미치는 영향 점검

•   한국은행: 2020년 9월 생산자물가지수

•   한국은행: 2019년 연간 기업경영분석

•   한국은행: 2020년 9월중 거주자외화예금 동향

•   한국은행: 한국은행, 중국인민은행과 통화스왑 연장계약 체결

•   한국은행: [현지정보] 미 연준 Beige Book (2020.10월) 주요 내용

•   한국은행: [현지정보] 영국의 일자리보전대책 이후 고용상황 및 향후 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.19)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(10.19)

•   국제금융센터: 중국, `20년 3분기 GDP 성장률 및 전망

•   국제금융센터: 최근 브렉시트 진행 상황과 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.20)

•   국제금융센터: 코로나19 이후 베트남 경제의 명암 및 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.21)

•   국제금융센터: 브렉시트의 향방과 금융시장 영향

•   국제금융센터: 인도네시아 통화정책 관련 우려 점검 및 평가

•   국제금융센터: 코로나19 이후 미 연기금 운용 현황 및 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.22)

•   국제금융센터: [주간] 미국 추가 부양책 도입 가능성으로 금리 상승

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.23)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 신흥국 주식 및 채권펀드 유입 지속

•   국제금융센터: 중국 쌍순환 정책에 대한 평가 및 시사점

•   kotra: 인도네시아 옴니버스법(일자리 창출 특별법) 통과

•   kotra: 미얀마 차트-달러화 환율 하락

•   kotra: [기고] 미국, H1B 전문직 취업비자 기준 강화

•   kotra: 중국 3분기 경제성장률 4.9%...'V'자형 반등 지속

•   kotra: 멕시코 최근 외국인직접투자 현황 및 전망

•   kotra: 스페인, 720억 유로 규모의 경제재건계획 발표

•   kotra: [14.5 규획 시리즈 ①] 향후 5년 중국경제 밑그림, 14.5 규획 전망

•   kotra: 중국 12월 1일부 '수출통제법' 시행

•   kotra: 국경절 소비로 보는 중국 경기회복세

•   kotra: 터키 신경제계획 2021-2023

•   kotra: 인도 태양에너지 산업 정보

•   kotra: 캄보디아 인프라 개발·건설시장 트렌드

•   kotra: 코로나19와 미얀마 부동산 시장

•   kotra: 2020년 미얀마 선거 전망

•   kotra: 브라질 건설 시장 동향

•   kotra: 스페인, 그린수소 산업 본격 육성

•   kotra: 중국 8K 디스플레이와 5G통신의 융합으로 달라질 모습은

•   kotra: 미국 위성통신 장비 시장 동향

•   kotra: 신북방 유망 4개국 프로젝트 수주지원 가이드

•   KDI: [KDI 현안분석] 코로나19로 인한 고용충격의 양상과 정책적 시사점

•   통계청: 2020년 상반기 지역별고용조사 취업자의 산업 및 직업별 특성 보도자료

•   통계청: 뉴스 빅데이터 기반 통계 자동 검색 대국민 서비스 실시

•   대외경제정책연구원: 중국 「수출 금지·제한 기술목록」 조정의 주요 내용 및 시사점

•   대외경제정책연구원: 2020 미 대선 분석과 정책 시사점

•   EMERiCs: [동향세미나] 인도 노동법 개혁의 주요내용과 배경

•   EMERiCs: 印 9월 유통부문 지출 규모 등 코로나19 이전 수준 회복

•   EMERiCs: IMF, 印 2020년 경제성장률 -10.3% 전망

•   EMERiCs: [이슈트렌드]베트남, 심야 경제 개발 원해

•   EMERiCs: [동향세미나] 이란, 코로나19 재급증에 봉쇄 조치 강화

•   EMERiCs: [이슈트렌드]나이지리아, 공공부채 증가에 따른 재정 위기와 경제난 우려 확산

•   EMERiCs: [이슈트렌드]사우디아라비아, 재정 건전성 고려에 따른 경제 지원 정책 개편

•   EMERiCs: IMF, 내년 유가 40~50달러 전망

•   EMERiCs: UN의 對이란 무기금수 제재 해제

•   EMERiCs: [이슈트렌드]자원 부국 페루, 법안 개정해 본격적으로 지하 자원 개발 나서

•   EMERiCs: [이슈트렌드] 아르헨티나, 대규모 유전 지대 ‘바카 무에르타’ 개발로 경제 위기 돌파구 모색

•   EMERiCs: 칠레 경제 동향(주요 경제지표)

•   EMERiCs: [이슈트렌드] 중동부 유럽, 코로나19 2차 대유행으로 경제 회복 차질 우려

•   EMERiCs: 중국, QFII·RQFII의 역내 증권·선물 투자 제한 완화

•   EMERiCs: 베이징 자유무역시험구(FTZ), 디지털 경제·무역 분야 개혁 확대 추진

•   EMERiCs: 13차 5개년 계획 마무리 임박, 中 경제사회 발전 성과

•   EMERiCs: 中 선전특구 설립 40주년, 향후 5년 발전 방향 제시

•   EMERiCs: 中 신에너지차 15년 발전 계획 통과, 향후 육성 방향

•   EMERiCs: 치솟는 위안화, ‘안정' 강조 인민銀...향후 전망은?

•   국제무역연구원: 미국의 대중국 무역제재(관세부과) 이후 미국 내 수입시장 점유율 변화와 시사점

•   수출입은행 해외경제연구소: 해운조선업 2020 3분기 동향 및 2021년도 전망

•   산업연구원: "중국진출 한국기업 경기실태조사 결과 - 2020년 3분기 현황과 4분기 전망 - "

•   에너지경제연구원: 에너지경제연구(제19권 제2호)

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제20-21호)

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2020.10.23)

•   국회예산정책처: 2020년 주요국 경제 현황 분석 - 코로나19 정책대응을 중심으로

•   국회입법조사처: [현안브리핑 제28호] 코로나19 대응 국내·외 동향

•   금융연구원: 금융브리프 29-20

•   금융연구원: 코로나19와 글로벌 금융리스크: 고위험·고수익 투자를 중심으로

•   하나금융경영연구소: 하나금융포커스 [제10권 22호]

•   우리금융경영연구소: 우리금융그룹 거시경제·금융시장지표 전망 협의회 - 우리 리서치 PLUS 2020년 10월 [지상중계]

•   KDB미래전략연구소: 주간 KDB리포트(2020.10.19)

•   KDB미래전략연구소: KfW의 기후변화 대응 동향

•   IBK경제연구소: 코로나19發 재택근무, 일터의 변화

•   KB: 10월 19일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』조사결과

•   국가안보전략연구원: 중국이 바라보는 미국 대선 : 전망과 속셈

•   대한상의: 대한상의-산업부, ‘샌드박스 심의위’

•   대한상의: 배출권거래제, 내년부터 이렇게 달라집니다

•   전경련: 일감몰아주기 규제 강화 영향 분석

•   한국경제연구원: ′17∼′20년 1분기 GDP대비 국가 총부채비율 증가폭 25.8%p, OECD 28개국 중 2위

•   한국경제연구원: 폭력·파괴 등 불법파업해도 손해배상 청구 제한…기업부담 법안 봇물

•   한국경제연구원: 월세 살면 자가 대비 결혼(65.1%)·출산(55.7%) 가능성 절반 이상 감소

•   한국경제연구원: 하르츠개혁 이후(’03~’19년) 노동시장 유연성 순위 독일 42계단 급등 vs. 한국 81계단 급락

•   한국신용평가: SK하이닉스㈜의 Intel 社 NAND 사업부 영업양수 결정 - NAND 사업경쟁력 제고에도 대규모 인수자금 부담, 투자효과 발현에 시간이 필요한 점 감안 시 신용도에 미치는 영향 다소 부정적

•   한국신용평가: 현대·기아차 2020년 3분기 3.4조원의 대규모 품질비용 인식 - 신용도에 ‘부정적’이나, 신용등급 현 수준 유지. 향후 품질이슈 모니터링 강화 예정

•   NICE신용평가: 현대·기아차 대규모 품질비용 발생 관련 NICE신용평가의 의견 - 신용등급 하향 수준의 부정적 요인으로 보기 어려움

•   한국기업평가: 에스케이하이닉스의 Intel NAND 사업 인수로 재무부담 확대 예상 - 구체적인 자금조달 계획 발표 시점에 신용등급 재검토 예정

•   한국기업평가: 5대 그룹, 코로나 팬데믹 대응 상황 및 통합신용도 전망

•   기재부: (보도참고) 2020.10.19.(월) 한국일보 등, 「1분기 나랏빚 4685조…증가폭 OECD 2위」 기사 관련

•   산업부: 규제 샌드박스, 디지털·그린경제로의 이행을 선도한다

•   산업부: 2020년 9월 자동차산업 월간 동향

•   산업부: (설명자료)주택지원사업 태양광 보급 예산을 건물지원사업 연료전지 보급 예산으로 사용한 것은 특정 에너지원에 대한 편중지원이 아닌 사업 신청 수요에 따른 예산 조정임(한국경제 10.20일 보도에 대한 설명)

•   산업부: 산지태양광 발전설비 안전관리 강화 추진

•   산업부: 친환경 고효율 연료전지 국산화에 가속화

•   산업부: (참고자료)월성1호기 조기폐쇄 관련 감사 결과에 대한 산업부 입장

•   국토부: 9월 주택 매매거래량은 8.2만 건, 전월세 거래량은 17.5만 건

•   공정위: [설명] “SK바이오팜·삼성카드 지분 매물 쏟아질판…‘개미 잡는’ 규제” 등_기사 관련(다수 매체 10.23)

•   감사원: 월성1호기 조기폐쇄 결정의 타당성 점검(국회감사요구)

[Magazines]

•   Economist: How to deal with free speech on social media

•   Economist: How a “no deal” Brexit can be avoided

•   Economist: Is tech getting more competitive?

•   Economist: After the reboot - How Satya Nadella turned Microsoft around

•   Economist: Millennials and markets - In defence of millennial investors

•   Economist: Hermit kingdom - North Korea is lonelier than ever

•   Economist: A big splash - In a world mired in recession, China manages a V-shaped recovery

•   Economist: Chaguan - China’s half-loving, half-threatening pitch to Taiwan doesn’t work

•   Economist: The known unknowns - If Donald Trump were to win re-election, how would he do it?

•   Economist: Pumped up - What Donald Trump did for hydrocarbons

•   Economist: Tariff man - An assessment of Donald Trump’s record on trade

•   Economist: Lexington - Donald Trump’s effort to sow mistrust is looking like an own-goal

•   Economist: A second wave of covid-19 sends much of Europe back into lockdown

•   Economist: Bagehot - What Joe Biden means for Boris Johnson

•   Economist: Italian business - Italy SpA offers an object lesson in corporate decline

•   Economist: Search query - American trustbusters take on Google

•   Economist: What next - Meet NextEra, America’s most valuable energy firm

•   Economist: The home straight - Ngozi Okonjo-Iweala is the favourite to lead the WTO

•   Economist: Top contender - The front-runner for Joe Biden’s Treasury boss has a mighty CV

•   Economist: The rule-makers - Who decides what counts as an emerging market?

•   Economist: Controlling the pandemic - Should covid be left to spread among the young and healthy?

•   Economist: A driverless lorry takes on the “Top Gear” track

•   Forbes: These 10 Billionaires Have Gained The Most Money Since Trump’s 2016 Election

•   Forbes: Is Bidencare The New Obamacare?

•   Forbes: The World’s Largest Soybean Exporter Wants To Import Soybeans. What Happened?

•   Fortune: Big Tech regulation: Would a new agency to oversee Google and Facbook be better than antitrust cases?

•   Fortune: Trump-Biden debate: Trump's odds of winning Pennsylvania increased after exchange on oil, energy industries in U.S.

•   Fortune: Will Trump win or lose 2020 election? His odds of beating Joe Biden rise and fall on COVID-19 case numbers in U.S.

•   Fortune: Biden campaign fundraising: How it will spend $180 million in two weeks ahead of November 3 Election Day

•   Fortune: LG Chem vs. SKI battery trade dispute could be catastrophic for Ford and Volkswagen

•   Fortune: Debate: Trump falsely says that China pays for farm aid—it's taxpayer-funded

•   Fortune: Huawei Mate 40 launch dogged by company's looming semiconductor shortage

•   Fortune: Blockchain industry faces moment of truth as high profile projects go live

•   Bloomberg Businessweek: Economists Say GDP Will Show U.S. Economy Grew 30% in 3Q, a Postwar Record

•   Bloomberg Businessweek: It’s a Pretty Good Time to Look for Work—Despite the Pandemic

•   Bloomberg Businessweek: Small Business: Tips for Finding State and Local Grants, Loans, and Funding

•   Bloomberg Businessweek: Factory Jobs Still Head Offshore Despite Trump Promises

•   Time: Why TIME Replaced Its Logo on the Cover for Issue on Voting

•   Time: How the Trump Campaign is Trying to Suppress the Black Vote

•   Time: It's 2023. Here's How We Fixed the Global Economy

•   Time: As Biden Leads the Polls, Donald Trump Makes His Last Stand

•   Time: Why Fears of Post-Election Chaos Are Overblown

•   Time: The COVID-19 Pandemic Upended the Office. It’s Time to Radically Rethink How We Work

•   Time: We Need to Adapt Faster to Geopolitical Trends Amid COVID-19

•   Atlantic: You’re Not Supposed to Understand the Rumors About Biden

•   Atlantic: Real Problems Do Not Exist for Trump

•   Atlantic: Biden Seizes Trump's Populist Mantle

•   Atlantic: Why People Who Hate Trump Stick With Him

•   Foreign Policy: Here’s How the 2020 U.S. Elections Resemble Those in Struggling Democracies Around the World

•   Foreign Policy: With the World on Fire, Trump and Biden are Both Presenting Foreign-Policy Failures as Successes

•   Foreign Policy: Biden and Trump Change Few Votes in Final Debate

•   Foreign Policy: Surprise! India Is Leaping Ahead in Clean Energy, Will Meet Paris Climate Targets

•   Foreign Policy: India Has Good Reason to Give Up Its No-First-Strike Nuclear Doctrine. But the State of Its Arsenal Suggests That It Won’t.

•   Foreign Policy: What Would a Less Europhobic Trump Look Like—if He Wins the Election?

•   Foreign Policy: America Needs a China Reset—And To Stop Debating Whether Trump or Biden Is Tougher on Beijing

•   Foreign Policy: Trump, Not Biden, Wrecked U.S. Power in Asia

•   Foreign Policy: Biden Should Start With Asia Pivot 2.0 to Contain China and Engage India

•   Foreign Affairs: The Overreach of the China Hawks

•   Foreign Affairs: U.S. Foreign Policy Never Recovered From the War on Terror

•   Foreign Affairs: The Post-American Order

•   Barron's: Battery EV Sales to Make Up 31% of Global Market by 2030, Morgan Stanley Says. Why That Isn’t Higher. | Barron's

•   Barron's: Trump and Biden Sparred Over the Economy and Markets in Their Final Debate. It Might Not Make a Difference | Barron's

•   Barron's: Expect Enforcement and Bilateral Deals in a Trump Second-Term Trade Policy | Barron's

•   Barron's: If Trump's Election Prospects Were an Option, It Would Be Out-of-the-Money | Barron's

•   Barron's: Defense Department Ill-Equipped to Run 5G Network, But It May Try Anyway | Barron's

•   MIT Technology Review: The 2020 election could permanently change how America votes

•   Power Magazine: Coal-Fired Power in 2021: A Recovery or a Reckoning?

•   Power Magazine: What Will It Take to Make Offshore Wind Viable in the U.S.?

•   Windpower Monthly: Insight report: The 40 most promising wind turbine designs that fell short of expectations – 31-40

•   Windpower Monthly: US bill targets 25GW of offshore wind by 2030

•   Windpower Monthly: Industry calls for 3TW Chinese wind power capacity to reach carbon neutrality by 2060

•   Nature: Why decoding the immune response to COVID matters for vaccines

•   Nature: The false promise of herd immunity for COVID-19

•   매경이코노미: 현대차 미래 전략 들여다보니…전기차 100만대 팔고 수소차 키우고 제네시스는 세계 톱 브랜드로 안착

•   매경이코노미: 달라진 현대차 노조...임금 인상보다 미래 일자리 유지 우선

•   한경비즈니스: ‘달라지는 돈의 흐름’…글로벌 ESG 투자 40조 달러 돌파

•   한경비즈니스: 3개월 앞으로 다가온 ‘신기후 체제', 파리협약

•   한경비즈니스: “이미 시작된 대위기의 시대”…BIS 그린 스완 보고서 어떤 내용 담았나

•   한경비즈니스: KT, 4대 AI 엔진 앞세워 71조 산업용 AI 시장 공략

•   이코노미조선: 당신의 커리어 전략을 재점검할 때 팬데믹이 가속화한 일자리 지형의 급변… 신기술 희생양과 전문성 갖춘 고숙련자 갈림길에 서다

•   이코노미스트: [현대차도, 네이버도, 카카오도 뛰어든 골목상권] 규제의 역설… 경계가 무너졌다 

•   이코노미스트: [수소경제 전면에 ‘천연가스’ 올린 정부] 온실가스 배출 많고, 가격 비싸도 선도만하면 된다?

•   이코노미스트: [한세희의 테크&라이프] 애플은 친환경 기업인가, 친환경 이미지를 파는 기업인가?

•   이코노미스트: [조원경의 알고 싶은 것들의 결말(19) 2020 노벨경제학상에서 바라 본 경매이론의 현실과 미래] 19세기 형식으로 노벨상 소식을 접한 스승과 제자 

[Books]

•   FT: Joe Biden: American Dreamer — the long game of a would-be president

•   FT: What will Xi’s China do next?

•   NYT: An Ex-Trump Insider Looks to Our Future With Russia and China

•   Project Syndicate: The Everlasting Mao

•   매경: [Books&Biz] 경영의 神도 못구한 GE?…아니, 그들이 망가뜨렸다

•   매경: 기술과 손잡은 자본주의…인간, 지구와 함께 살기로 했다

•   매경: 보수주의·자본주의, 달콤 살벌한 동침

•   매경: `안물안궁` 통계 해석은 장님 코끼리 만지기

•   한경: [책마을] "세계 富의 중심, 10년 뒤엔 아프리카·인도로 대이동"

•   한경: [주목! 이 책] 그린 스완이 온다

•   서경: ‘흰 소의 해’ 2021년, ‘위대한 리셋’이 시작된다

•   서경: [책꽂이] '기술 굴기' 중국의 혁신 전략은

•   서경: [책꽂이] 바이든이 본 바이든···반세기 정치여정 끝은