Business Intelligence Monitor 201201

(Introduction)

[Markets]

•   Global: Global stock markets slide at end of record November

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 1.6% 급락…MSCI 지수변경에 외인 '역대 최대' 순매도

•   한국: 두산그룹주 혼조, 두산밥캣 두산중공업 하락 두산솔루스 상승

•   Metals: Copper sweeps to highest since March 2013, investors eye pause

•   Grains: Soybeans, wheat fall after gains, corn hits 16-month high

•   Cryptocurrency: Bitcoin Climbs to Record High

•   DRAM: 서버용 D램 가격 5개월째 하락

[Indicators]

•   US Oct. MLFI-25: Equipment Finance Sector Shows Activity Up 6% in October But Down 9% Year-over-year

•   US Oct. Pending home sales: October pending home sales fall, as high prices take toll on buyers

•   Germany Nov. CPI: German Consumer-Price Slump Worsens as ECB Readies Stimulus

•   UK Oct. Mortgage approvals: U.K. Mortgage Approvals Unexpectedly Jump to 13-Year High

•   China Nov. PMI: Measures of Chinese Economic Activity Signal Widening Recovery

•   한국 10월 산업활동: 10월 실물경기 회복 '주춤'…재난지원금에도 소비 감소

•   Japan Oct. Industrial production·Retail sales: Japan factory output grows for fifth month, retail sales surge

•   Turkey Q3 GDP: Turkish economy grows 15% in third quarter

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: S&P Global Nears Deal to Buy IHS Markit for About $44 Billion

•   WSJ: OPEC Defers Decision on Extending Output Curbs

•   WSJ: Moderna to Ask Health Regulators to Authorize Its Covid-19 Vaccine

•   WSJ: Labor Department Published Flawed Estimates of Weekly Jobless Claims, Watchdog Says

•   WSJ: Arizona, Wisconsin Certify Narrow Victories for Biden

•   WSJ: Here’s Where Biden Will Face Early Foreign-Policy Decisions

•   WSJ: Powell Says Fed Actions Unlocked $2 Trillion to Support Economy

•   WSJ: Biden Economics Team’s Views, in Their Own Words

•   WSJ: U.S. Banks Urged to Stop Using Libor on New Loans by End of 2021

•   WSJ: Troubles in the Oil Patch: Low Prices to Lost Jobs

•   WSJ: General Motors Will No Longer Take a Stake in Nikola

•   WSJ: Facebook to Buy Kustomer, Startup Valued at $1 Billion

•   WSJ: Facebook, Google to Face New Antitrust Suits in U.S.

•   WSJ: Airbnb, DoorDash Aim for Higher-Than-Expected Valuations Ahead of Debuts

•   NYT: The Long Darkness Before Dawn

•   NYT: Most Republicans Say They Doubt the Election. How Many Really Mean It?

•   NYT: Biden’s Economic Team Suggests Focus on Workers and Income Equality

•   NYT: Supreme Court Takes Up Trump Plan to Exclude Unauthorized Immigrants in Redistricting

•   NYT: ‘Trump Is Better’: In Asia, Pro-Democracy Forces Worry About Biden

•   NYT: France Thought It Could Reverse Globalization, but It’s Still Bleeding Jobs

•   WP: Analysis over possible Israeli motivations in Iranian scientist killing

•   WP: Predictably, some Republican voters in Georgia are turning on the party

•   WP: Neighboring Georgia counties voted for Biden and Trump, revealing national divisions

•   FT: UK to ban installation of Huawei 5G equipment from September

•   FT: Johnson urged to match Biden’s clean energy goals

•   FT: Exxon slashes capex and will write off up to $20bn in assets

•   FT: Eurozone finance ministers strike deal over bailout fund reform

•   FT: Indian farmers mass outside New Delhi to protest at Modi’s agricultural reforms

•   FT: IMF calls for more support to tackle risk of fresh eurozone downturn

•   FT: EU tensions build over when to present no-deal Brexit plans

•   FT: Dollar set for worst month since July as global outlook brightens

•   FT: The litigation against governments that raises the cost of going green

•   FT: Spain set to approve budget to increase role of state and taxes

•   FT: EU aims to stop online platforms getting too big for their boots

•   FT: UN agency hit with corruption allegations at climate projects

•   FT: China’s ESG ratings tarnish its allure for sustainable investors

•   FT: Eurozone consumers hit by rising goods costs despite negative inflation

•   FT: The Georgia Senate races that will define Joe Biden’s presidency

•   FT: Brussels delay on insurance ‘green cards’ puts UK motorists in a jam

•   FT: Mitchells & Butlers chief says many central London sites still ‘unviable’ post-lockdown

•   FT: ‘Mancos’ consolidate as Brexit transition deadline approaches

•   FT: Australian winemaker to pivot from China in wake of trade fight

•   FT: Broadband networks prove their mettle in pandemic challenge

•   FT: Coronavirus causes sharp rise in UK poverty, studies find

•   FT: In 165 countries, China’s Beidou eclipses American GPS

•   FT: Boris Johnson to publish impact assessments on Covid restrictions

•   FT: Brazil’s local elections deal blow to Bolsonaro

•   Bloomberg: Biden Taps Yellen as Treasury Secretary to Rebuild U.S. Economy

•   Bloomberg: WTO Says South Korea Imposed Illegal Tariffs on Japanese Steel

•   Bloomberg: Hong Kong Tightens Gatherings, Sends Civil Servants Home

•   Bloomberg: Novavax Gains After U.K. Vaccine Study Fully Enrolled

•   Bloomberg: China’s Fight With Australia Risks Backfiring as Biden Era Nears

•   Bloomberg: Some Wall Street Democrats Are Sitting Out Georgia Senate Races

•   Bloomberg: Congress Faces Deadlines on Spending, Stimulus and Shelton

•   Bloomberg: Thailand Likely to Act Again on Baht, Finance Minister Says

•   Bloomberg: Biden Spoke to Argentina President Fernandez Amid IMF Deal Talks

•   Bloomberg: BOE Splits Between Insiders and Outsiders Over Subzero Rates

•   Bloomberg: Trudeau Keeps Spending Taps Open to Support Canada Recovery

•   Bloomberg: States Fear Shortfall of Supplies for Vaccine Rollout, U.S. Watchdog Says

•   Bloomberg: Turkey Declares Night and Weekend Curfews as Pandemic Rages On

•   Bloomberg: Johnson Defends Tough England Tiers to Buy Time for Vaccines

•   Bloomberg: Biden and Harris to Receive Intelligence Briefings Monday

•   Bloomberg: Bank of America Says It Won’t Finance Oil and Gas Exploration in the Arctic

•   Reuters: Exclusive: Trump to add China's SMIC and CNOOC to defense blacklist - sources

•   Reuters: Vietnam reports first locally transmitted COVID-19 case in 89 days

•   Reuters: U.S. reports over 10,000 coronavirus deaths last week

•   Reuters: PM Johnson says hopes vaccines will be approved before Christmas

•   Reuters: BoE's Tenreyro sees little immediate economic boost from COVID-19 vaccine

•   Reuters: Siltronic shares up 10% on takeover talks with GlobalWafers

•   Reuters: Yuan on course for longest monthly winning run in 6 years

•   Reuters: Sao Paulo imposes COVID-19 restrictions as cases surge again

•   Reuters: FACTBOX-With COVID-19 vaccine trial results in, how will Europe deploy the shots?

•   Reuters: Special Report: Democracy darkens - Hong Kong activists reel from Chinese moves

•   AP: Report: EU greenhouse gas emissions down 24% since 1990

•   CNN: How Trump is trying to confuse the public about the election outcome

•   CNN: North Korea Covid: Why Kim Jong Un is cutting off China

•   CNN: Trump warned that the stock market would crash if Biden won. The Dow is having its best month since 1987.

•   CNBC: Goldman predicts how quickly Covid-19 vaccines will be rolled out

•   CNBC: An offshore wind farm with the ability to ‘power one million households’ is fully up and running

•   CNBC: Brexit trade talks enter last leg with no-deal deadline weeks away

•   CNBC: Dr. Scott Gottlieb: 30% of U.S. may get Covid-19 by year-end

•   CNBC: A lot of dissatisfaction, fatigue within OPEC+: S&P Global Platts

•   CNBC: Elon Musk says SpaceX’s next Starship test flight may happen as early as Wednesday

•   MarketWatch: The stock market saw a historic November rally --- here's why that might not bode well for December

•   Fox News: Georgia Senate runoff spurs election probe of groups trying to register out-of-state voters

•   Fox Business: Obama criticizes Americans for liking 'cheap gas and big cars' more than 'the environment'

•   Fox Business: Why Janet Yellen as Treasury Secretary is the perfect choice at the perfect time

•   SCMP: China to overtake US to become world’s top consumer goods market ‘very soon’

•   SCMP: China widens exit for offshore stock investment plans in Hainan, Chongqing as yuan gathers strength against global currencies

•   SCMP: China looks to boost middle class as it wraps up Xi Jinping’s anti-poverty drive

•   SCMP: China unlikely to ease up on stimulus just yet even as economic recovery gathers pace in November

•   SCMP: China’s yuan rises for sixth straight month, the longest streak since 2014, before Biden takes office

•   Global Times: China completes quarantine protocols of phase-1 trade deal with US: official

•   매경(P1): 부부 공동명의 종부세 경감…소득세 최고세율은 45%로

•   매경: "남편 명의로만 집 사라고?"…부글부글 민심에 결국 법개정

•   매경: 재난지원금 이견에 예산 난항…與 "설이전 지급" 野 "적자국채 반대"

•   매경: 6년만에 법정시한 지켜질까…與 "단독처리도 불사"

•   매경: 아파트대책 질타받은 김현미, "빵이라면 밤새 굽겠지만…"

•   매경: 맹탕 재정준칙 입법예고…`고무줄 추경` 길 열리나

•   매경: 신보, 6조4천억 자금공급…역대 최대규모 P-CBO

•   매경: LG에너지 1일 출범…"4년내 매출 30조"

•   매경: 한국 내연車 2035년 퇴출시킨다는데…美·독일·일본은 판매금지 법제화 안돼

•   매경: 국내 첫 코로나 치료제 놓고 경쟁…종근당 내년 1월 조건부허가 신청

•   매경: 두산인프라 회사債 1500억원 모집…産銀, 유동성기구 통해 750억 지원

•   매경: 임대차법 4개월…이번엔 월세난 불붙었다

•   매경: 예고된 연말 매도폭탄…유망종목 저가매수 기회

•   한경(P1): 요가는 되고 줌바는 안되고…"집합금지 기준이 뭐냐"

•   한경(P1): "유예 없다"…정부, 中企 주52시간 강행

•   한경: 탄력근로제 입법 급한데…2년 가까이 '감감'

•   한경: 정부 "91% 가능" 전수조사했다는데…정작 中企 10곳 중 4곳은 "준비 안돼"

•   한경: 끝내 주52시간 폭탄 맞는 中企…"범법자 되거나, 문 닫거나"

•   한경: 與 '부동산 심판론' 걱정됐나…노웅래 "공시지가 인상 늦추자"

•   한경: 스마트폰도 '대대익선'…6인치 이상이 대세

•   한경: "화이자 백신 영하 70도 배송 준비 끝"…용마로지스 가보니

•   한경: 대구로 몰려오는 로봇기업들

•   한경: 3분기 TV시장, 삼성·LG가 절반 가져갔다

•   한경: 탄소중립 시대' 성큼성큼…발 빠르게 움직이는 기업들

•   한경: 한화, 합천에 세계 최대 수상태양광 발전소 짓는다

•   한경: 현대·기아차, 친환경 차량 44개 라인업 구축…2025년 글로벌 전기차 '빅3'로 도약

•   한경: SK, 韓기업 첫 'RE100' 선언…2050년 모든 전력 재생에너지로 조달

•   서경(P1): [단독] 유보소득세 국회서 제동

•   서경: 中企 아우성에도 입법 강행...결국 한밤중에 전격 철회[유보소득세 국회서 제동]

•   서경(P1): [단독]포스코도 수소사업한다

•   서경: 포스코 "수소 공급으로 철강업 위기 넘자"

•   서경: "코로나 치료제·백신 임상 참여" 3,500명 우르르

•   서경: 엎친데 덮친 기아차...코로나에 노조는 부분파업 연장

•   서경: 한경硏 "노조법 그대로 통과땐 노사분쟁 더 늘어날 것"

•   서경: 그린 뉴딜 지원·사막 숲 조성...은행들 'ESG 경영' 팔 걷었다

•   서경: 금융권 'ESG 채권' 발행도 쑥쑥

•   서경: 올 하반기 생산직 근로자 평균 일급 9만6,716원

•   서경: 대신증권 “내년 코스피 3,080 간다”...증권사 목표치 중 최고

•   조선(P1): 위기의 中반도체, 기업 국유화하고 日브레인 영입

•   조선: 美에 맞선 中의 실험… 공산당이 반도체 회사 직접 운영

•   조선: ‘2월 악몽’ 겪은 대구의 기적… 11월중 엿새 확진자 ‘0’

•   조선: 코로나 사망자 美 10만명당 77명, 베트남 0.04명… 선진국 허상 드러났다

•   조선: 바보야! 문제는 공급이야...전셋값 하락, 과천이 증명했다

•   조선: 코로나로 하이닉스 中공장 폐쇄, 시장이 평온한 까닭은

•   조선비즈: 대통령이 차관 3명 약속한 산업부… "인사난 해소" "공룡부처 되려는건가" 평가 엇갈려

•   조선비즈: 2023년 부동산 변곡점 예상 나온다는데… "3기신도시·임대만료·금리가 관건"

•   IT조선: 삼성, 갤럭시 군단 '재정비'로 2위와 격차 벌린다

•   중앙: 40대로 젊어진 임원, 129대 1 좁은문…‘난 가늘고 길게 간다’ 임포족 늘었다

•   중앙: “법정통화와 1대1 교환 가능한 CBDC…블록체인발 미지의 혁명 온다”

•   동아(P1): 부산, 2단계+α로 강화… 제천, 수능날까지 준3단계

•   동아: 바이든 당선후 한미 방위비 협상 재개

•   동아: 월급 모아 내집마련?… 주식-가상화폐 ‘영끌’ 투자 나선 2030

•   동아: 5G 가입자 1000만명 시대

•   한국(P1): 병상부족 가시화 ... 정은경 본부장 "자가치료 기준 마련하겠다"

•   국민(P1): 화이자 임상 참여자 “건강하지 않다면 코로나 백신 접종 고민해봐야”

•   머니투데이(P1): 주파수값 '3.17조+α' 확정…정부·이통사 한발씩 물러섰다

•   머니투데이: ‘7만원 시대’ 앞둔 삼성전자…내년 배당금 올려야 할 3가지 이유

•   머니투데이: 편의점 물건 주문했더니 로봇 배달부가 "택배 왔습니다"

•   더벨: 두산인프라코어 인적분할 작업 난관 예고

•   더벨: 유진그룹 재무 여력, M&A 유전자 뒷받침 가능할까

•   헤럴드경제(P1): 삼성전자, ASML과 ‘차세대 노광장비’ 투자 논의

•   헤럴드경제(P1): 정부, 경유세 인상 검토

•   헤럴드경제: 서울·경기 아파트 마련 “영끌해도 힘들었다”

•   헤럴드경제: ‘3대 노동법’ 입법, 12월초 판가름 나나

•   헤럴드경제: UAM실 신설…정의선 ‘모빌리티 사업’ 가속

•   파이낸셜뉴스(P1): 3차재난지원금 내년 설 전에 '선별지급'

•   파이낸셜뉴스: "1억은 안되니 9999만원만 받으면 되나" 신용대출 규제에 불만 나온 현장

•   파이낸셜뉴스: 두산重 '발전용 대형 가스터빈' 내년 실전투입 예약

•   파이낸셜뉴스: 내년 서울·경기 입주물량 '뚝'… 더 큰 전세대란 오나

•   아시아경제(P1): 신사임당 실종사건'…한은, 5만원권 경로 파악해보니

•   아시아경제: 빌라' 거래량 늘고 가격 급증…'내집마련' 문턱 높아진다

•   아시아경제: [단독]환경부 "9차 전기본에 질소산화물도 규제"…"LNG·수소발전에 영향"

•   아시아경제: 백금의 부활'…친환경 수소에너지 개발에 가격 강세

•   아시아경제: 삼성 시스템반도체 매출 20조원 시대 열린다

•   이데일리(P1): 산안법 처벌도 세계 최고인데 중대재해법 과잉입법 우려

•   이데일리: 기댈 곳 없는 재계… 중대재해법 여야 추진에 발만 동동

•   이데일리: 산재사망 94% 중소기업...‘중대재해법’ 경영 리스크만 ↑

•   이데일리: 여야, 중대재해법 처리 고심… 연내 처리 미지수

•   이데일리: 드디어 서울 분양 나온다…12월 수도권 분양 물량 '3만'

•   이데일리: 내일부터 수도권 5등급車 운행제한…火電 최대 16기 가동중단

•   이데일리: [르포]文 스마트항만 가보니…“일석삼조 꿈의 항만 만들 것”

•   연합: 태양광 수소 생산에 쓰이는 '값싸고 효율 높은' 광전극 개발

•   연합: 내년 초 산업부 산하 기관·공기업 수장 줄줄이 임기 만료

•   뉴시스: 내년 삼성전자 스마트폰 판매량 14.5% 증가 예상..."부품업체들도 수혜"

•   뉴스핌: 조원태 사재 요구 안해...산은, 두산과 달라 '형평성' 논란

•   뉴스핌: "해외건설 수주 늘었다고?" 대형사 쏠림에 중견사는 '한숨'

•   이투데이: 두산밥캣 건설장비, 북미서 판매량 15%↑…바이든 시대 상승세 이어간다

•   CEO스코어데일리: 남동발전, 부채 증가 우려에 2023년부터 신재생 건설 잠정 중단

•   reNews: GE unveils 6MW onshore giant

•   reNews: Energy majors call for net zero grid target

•   에너지경제: 한전, 노동이사제 도입 검토...탈석탄·전력산업 개편 차질 빚나?

•   에너지경제: 2050년 탄소 중립 선언'에 발전부문 배출량 98% 화력발전업계 대책 부심

•   에너지경제: 에너지 소비, 코로나로 산업용 등 전반 감소 속 가정용은 늘었다

•   에너지경제: LNG·수소 동시 충전 ‘융복합충전소’ 보급 탄력

•   Equipment World: What will 2021 bring? Three Construction Economists Weigh In

•   Construction Equipment: CNH Partners With Accenture, Microsoft on Connected Vehicles

•   For Construction Pros: IDTechEx Predicts Drone Market to Rise Over $22 Billion

•   대한경제: [트리플 부채 쓰나미] 국가ㆍ가계ㆍ기업, 천문학적 ‘트리플 빚더미’

•   대한경제: [트리플 부채 쓰나미] 가계부채 내년엔 1800조 돌파 예고···2022년엔 2000조?

•   대한경제: [트리플 부채 쓰나미] 중소기업 필두로 기업 빚도 급증 　

•   대한경제: [트리플 부채 쓰나미] 퍼주기식 복지에 밑 빠진 코로나 재정…나랏빚 1000조 ‘눈앞’

•   대한경제: ‘국가균형발전 프로젝트’ 지역경기 활성화 톡톡… 전남지역 물량 숨통

•   OilPrice.com: Is Brazil’s Oil Boom In Danger? | OilPrice.com

•   OilPrice.com: Goldman Sachs Sees Oil Hit $65 In 2021 | OilPrice.com

•   OilPrice.com: Saudi Arabia Bombs Houthi Rebels In Response To Aramco Attack | OilPrice.com

•   OilPrice.com: Saudi Arabia Expected To Increase Oil Prices To Asia | OilPrice.com

•   MINING.com: Peru new mining minister vows to streamline permitting

•   CNET: 5G's rollout speeds along faster than expected, even with the coronavirus pandemic raging

•   CNET: Samsung sold almost twice as many phones as Apple in Q3, Gartner says

※   Gartner: Gartner Says Global Smartphone Sales Declined 5.7% in Third Quarter of 2020

•   전자신문: 삼성전자 "V낸드 기술 자신감... 더블스택 기술 우위 가질 것"

•   전자신문: [인터뷰] 김창호 GRC 회장, "코로나 이후 서비스·협동로봇 시장 커질 것"

•   ZDNet Korea: 중국, 'IT 생산기지' 위상이 흔들린다

•   Robotics & Automation News: Companies ‘determined to improve warehouse automation’, says Honeywell survey

•   로봇신문: "올해 中 이동 로봇 시장 1조원 넘을 것"

•   로봇신문: 내년 中 산업용 로봇 판매액 7조 원 돌파 전망

•   Nikkei Asian Review: Komatsu digs in with cheaper excavators in Thailand and Indonesia

•   Nikkei Asian Review: NEC targets global 5G demand as pressure on Huawei mounts

•   Nikkei Asian Review: Japan and China restart business travel amid pandemic

•   Nikkei Asian Review: India and China compete over Indian Ocean debt-relief diplomacy

•   Nikkei Asian Review: Sony goes open source with tech that regulates renewable energy - Nikkei Asia

•   Business Standard: PM Modi says new farm laws empower, open markets; attacks Opposition

•   Business Standard: S&P retains India's growth forecast at (-)9 per cent this fiscal

•   Folha de S.Paulo: Vaccine Will Not Be Given to The Entire Population, Says Brazilian Government

•   Moscow Times: Russian Spending Down 40% on Black Friday

•   Moscow Times: Russia’s Private Investor Boom Spooks Regulators

•   Jakarta Post: House drops BI Law revision, shifts focus to omnibus bill on financial sector

•   Jakarta Post: Ministry mulls retiring giant Suralaya coal plant, replacing it with solar farm

•   Jakarta Post: Year-end holidays won’t spur consumption if COVID-19 uncontrolled: Economists

•   Jakarta Post: Indonesia expects to ratify trade deal with EFTA soon to attract new investment

•   Myanmar Times: COVID-19 second wave drives Myanmar business closures to new record

[Opinions]

•   Project Syndicate(George Soros): An Effective Response to Europe’s Fiscal Paralysis

•   Project Syndicate(Yanis Varoufakis): How to Lose a European Country

•   Project Syndicate(Robert J. Shiller, Laurence Black, Farouk Jivraj): Making Sense of Sky-High Stock Prices

•   Project Syndicate(Raghuram G. Rajan): How Much Debt Is Too Much?

•   Project Syndicate(Laura Tyson, Lenny Mendonca): The US Economy Needs a Booster Shot

•   FT(Editorial Board): China edges towards greater financial discipline

•   FT(Gideon Rachman): The perils and pitfalls of building multiracial democracies

•   FT(Gavyn Davies): The risks of the global Covid debt bridge

•   FT(Robin Wigglesworth): Contrarian scenarios that could upset the market consensus

•   FT(Cyril Ramaphosa): Global response is needed to prevent a debt crisis in Africa

•   FT(Courtney Weaver): Trump fights on with claims of voting fraud even as legal paths close

•   FT(Michael Skapinker): Taiwan and New Zealand show business travel’s future

•   NYT(Editorial Board): Republicans and Democrats Need to Work Together. Earmarks Can Help.

•   NYT(Charles M. Blow): For Trump, Past Is Prologue

•   NYT(Gail Collins, Bret Stephens): When Can We Stop Thinking About Trump Every Minute?

•   WP(Jennifer Rubin): It’s time to understand the Biden voter

•   WP(Jennifer Rubin): Biden’s personnel picks engender no legitimate GOP gripes

•   WP(Paul Waldman): How Democrats should wage war on coming GOP obstructionism

•   WP(Greg Sargent): Joe Biden just officially won Arizona. That’s a big deal for Democrats.

•   WP(Yair Rosenberg): Trump couldn’t steal the election. That doesn’t mean warnings were overblown.

•   WP(J.J. McCullough): Canada’s covid-19 second wave is a humbling moment after a summer of bragging

•   Bloomberg(David Fickling): To Deal With China, Biden Has to Make Up for Trump and Obama

•   Bloomberg(Niall Ferguson): Bitcoin Is Winning the Covid-19 Monetary Revolution

•   Bloomberg(Liam Denning): OPEC+ Needs to Keep Its Covid-19 Mask On a Bit Longer

•   Bloomberg(John Authers): Be Thankful for Breaking Waves and a Strong China

•   Bloomberg(Nir Kaissar): If You Left the Market, Don’t Wait to Get Back In

•   Bloomberg(Karl W. Smith): Like Trump, Biden Is Transactional. That’s Not a Bad Thing.

•   Bloomberg(Michael R. Strain): Virus Shouldn’t Be Sole Focus for Biden Economic Aide

•   Bloomberg(Andreas Kluth): A Successful U.S. Missile Intercept Ends the Era of Nuclear Stability

•   Bloomberg(Leonid Bershidsky): Drones Have Raised the Odds and Risks of Small Wars

•   Bloomberg(Bobby Ghosh): President-Elect Biden Should Borrow Rebuilding Ideas From Asia

•   Bloomberg(Mark Gilbert): Libor’s Likely Reprieve Is a Welcome Acknowledgment of Reality

•   Bloomberg(Sam Fazeli): How AstraZeneca Can Recover From Its Vaccine Stumble

•   CNN(Sally Hubbard): Monopolies have made America's Covid response worse

•   MarketWatch(Peter Morici): Antitrust crackdown on Big Tech could impair U.S. competitiveness

•   Fox News(Liz Peek): Obama's warning about Biden – this is why so many Americans are worried about the president-elect

•   Fox News(Victor Davis Hanson): Trump's options – election decision, his political future come down to these hard choices

•   Reuters(Clyde Russell): OPEC+ should look to Asia's uneven, uncertain crude oil recovery

•   매경(사설): `2050 넷제로` 법으로 대못 박을 일 아니다

•   서경(허은녕): 30년 뒤 탄소 제로?···"선언적 의미일뿐, 그대로 실행하면 큰일"

•   조선(사설): ‘월성 1호’ 구속 방침 직후 尹 배제, 다음 날 산업부 포상, 우연 아니다

•   문화(주한규): 신한울 3·4호기 건설이 절박한 이유

•   전자신문(사설): 원전보다 석탄발전이 문제다

Business Intelligence Monitor Weekly 201123~201129

[Reports]

•   IMF: Green Finance Toward a Sustainable Recovery

•   IMF: Managing Director Georgieva’s Remarks at the Conference on Lessons from the Global Financial Crisis in The Age of COVID-19

•   IMF: Russian Federation: Staff Concluding Statement of the 2020 Article IV Mission

•   IMF: How a Collective Infrastructure Push Will Boost Global Growth

•   IMF: "Low for Long" and Risk-Taking

•   IMF: Sustaining Financial Health during the COVID-19 and for the Road to Recovery

•   World Bank: Monitoring COVID-19 Impacts on Firms and Families in the Philippines

•   World Bank: Opening-up Trajectories and Economic Recovery : Lessons after the First Wave of the COVID-19 Pandemic

•   OECD: International trade statistics: trends in third quarter 2020

•   WTO: World Trade Report 2020 explores increasing use of policies to foster digital innovation

•   ADB: Green Infrastructure Investment Opportunities: Philippines 2020 Report

•   ILO: ILO to release new report on global wages and COVID-19

•   ILO: Cash flow the biggest problem facing business during COVID-19 crisis

•   BIS: BIS residential property price statistics, Q2 2020

•   BIS: Capital flows, exchange rates and policy frameworks in emerging Asia

•   BIS: What share for gold? On the interaction of gold and foreign exchange reserve returns

•   BIS: Stablecoins: risks, potential and regulation

•   BIS: Housing booms, reallocation and productivity

•   Biden Transition Website: Readout of President-elect Biden’s Foreign Leader Calls

•   Biden Transition Website: President-elect Joe Biden Announces Members of White House Senior Staff

•   Biden Transition Website: President-Elect Biden Announces Key Members of Foreign Policy and National Security Team

•   Biden Transition Website: Biden-Harris Transition Announces COVID-19 Advisory Board Members

•   U.S. Department of Commerce: U.S. Department of Commerce Issues Affirmative Preliminary Countervailing Duty Determination for Twist Ties From China

•   U.S. Department of State: New Sanctions Under the Iran, North Korea, and Syria Nonproliferation Act (INKSNA)

•   Fed: Minutes of the Federal Open Market Committee, November 4-5, 2020

•   Fed: The Power of Narratives in Economic Forecasts

•   FRBNY: Monetizing Privacy with Central Bank Digital Currencies

•   FRBNY: How Economic Crises Affect Inflation Beliefs: Evidence from the COVID-19 Pandemic

•   FRBSF: Small Business Lending during COVID-19

•   St. Louis Fed: How Recessions Impact Household Net Worth

•   St. Louis Fed: Did the Fed’s Dollar Swap Lines Work?

•   St. Louis Fed: Roundup: U.S. Trade, Housing and Central Bank Responses to the COVID-19 Crisis

•   ECB: ECB review sees increased medium-term vulnerabilities for corporates and banks

•   ECB: Account of October monetary policy meeting

•   ECB: Isabel Schnabel: Shifting tides in euro area money markets: from the global financial crisis to the COVID-19 pandemic

•   ECB: Isabel Schnabel: COVID-19 and monetary policy: Reinforcing prevailing challenges

•   ECB: Philip R. Lane: IMF Policy dialogue: New policy frameworks for a "Lower-for-Longer" world

•   ECB: Philip R. Lane: Monetary policy in a pandemic: ensuring favourable financing conditions

•   ECB: Fabio Panetta: From the payments revolution to the reinvention of money

•   ECB: Fabio Panetta: Interview with Expresso

•   ECB: Luis de Guindos: Interview with Helsingin Sanomat

•   ECB: Yves Mersch: Interview with Le Monde

•   ECB: How does monetary policy affect investment in the euro area?

•   ECB: Banks, low interest rates, and monetary policy transmission

•   ECB: Nowcasting business cycle turning points with stock networks and machine learning

•   ECB: Interest rate risk and monetary policy normalisation in the euro area

•   NBER: How New Fed Corporate Bond Programs Dampened the Financial Accelerator in the Covid-19 Recession

•   NBER: Maximize Utility subject to R≤1: A Simple Price-Theory Approach to Covid-19 Lockdown and Reopening Policy

•   NBER: De-Globalisation? Global Value Chains in the Post-COVID-19 Age

•   NBER: The Inexorable Recoveries of US Unemployment

•   CEPR: CEPR Discussion Papers 22 November 2020

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

•   World Economic Forum: Climate action must progress far faster to achieve 1.5°C goal

•   World Economic Forum: Europeans approved of the EU's handling of COVID-19 this summer. Has this changed?

•   World Economic Forum: The world is facing an unprecedented hunger crisis. Here's why

•   World Economic Forum: Banning apps like TikTok is a slippery slope. Here's why

•   World Economic Forum: With vaccines on the horizon, here’s how business leaders can plan ahead

•   World Economic Forum: Better buildings are the foundation of the post-pandemic city

•   World Economic Forum: Cutting waste and going 'circular' could help economies out of COVID slump

•   World Economic Forum: Lessons from the Great Recession for a COVID-19 Green Recovery

•   World Economic Forum: These are the countries that have pre-ordered the most COVID vaccines

•   Brookings: Reimagining the global economy for a post-COVID-19 world

•   Brookings: How Black Americans saved Biden and American democracy

•   Brookings: October’s weak economic recovery could be the calm before an even worse storm

•   Brookings: To ride COVID-19’s green wave, governments must slash fossil fuel subsidies

•   Brookings: When will the global consumer class recover?

•   Brookings: Trump, Biden, and the future of the liberal world order

•   Brookings: Saudi-Israeli relations: The curious case of a NEOM meeting denied

•   Brookings: Hutchins Center Fiscal Impact Measure

•   Brookings: Hutchins Roundup: Evaluating the PPP, exchange rates, and more

•   CSIS: Election Reflection

•   CSIS: International Financial Institutions’ Covid-19 Approvals Decline Even as G20 Leaders Call for Additional Support | Center for Strategic and International Studies

•   CSIS: Managing U.S.-China Technology Competition and Decoupling

•   CSIS: ‘Let’s Get to Work’: Restarting the Transatlantic Partnership

•   Futurity: US COVID cases could reach 20 million by January's end

•   38 North: North Korea’s Punggye-ri Nuclear Test Site: Bridge and Roadway Repairs Noted Along Recently Flood-Damaged Roads

•   McKinsey:Climate risk and response in Asia

•   McKinsey:What’s next for remote work: An analysis of 2,000 tasks, 800 jobs, and nine countries

•   McKinsey:COVID-19 and the great reset: Briefing note #33, November 25, 2020

•   IEA: Korea 2020

•   IEA: Tracking Clean Energy Innovation

•   IEA: Promoting vehicle efficiency and electrification through stimulus packages

•   Wood Mackenzie: Renewables in most of Asia Pacific to be cheaper than coal power by 2030

•   IDC: EMEA Smartphones Bounced Back in 3Q Before New Lockdowns, Says IDC

•   IDC: Smartphone Shipments Will Return to Growth in the Holiday Quarter and Beyond Driven by Strong Push Behind 5G, According to IDC

•   IDC: Apple, Xiaomi, and OPPO Outperformed the Smartphone Market in Western Europe in Q3 2020, say IDC

•   IDC: Demand from Ongoing Lockdowns Will Drive Double-Digit PC Growth in EMEA Through to 2021Q1, Says IDC

•   Gartner: Gartner Identifies Three Trends for CIOs that will Impact the Future of Work

•   Strategy Analytics: The 6 GHz Band will be Key for 5G Growth; Regulators and Standards Bodies Should Act in 2021

•   Counterpoint: Samsung Surpasses Huawei to Lead Russia Smartphone Market in Q3 2020

•   WSTS: WSTS Semiconductor Market Forecast Fall 2020

•   DRAMeXchange: 【Market View】New Honor Expected to Capture 2% Smartphone Market Share in 2021 Due to Limited Foundry Capacity, Says TrendForce

•   DRAMeXchange: 【Market View】NAND Flash Revenue for 3Q20 up by Only 0.3% QoQ Owing to Weak Server Sales, Says TrendForce

•   IC Insights: Intel to Keep Its Number One Semiconductor Supplier Ranking in 2020

•   IPC: North American PCB Industry Sales up 3 Percent in October

•   IFR: Robots get hands and eyes like humans

•   한국은행: 해외경제 포커스(제2020-45호)

※   국제경제리뷰: 최근 중국 소비 동향 및 향후 소비여건 점검

•   한국은행: 조사통계월보 2020년 11월호

•   한국은행: 2020년 11월 소비자동향조사 결과

•   한국은행: 2020년 3/4분기중 가계신용(잠정)

•   한국은행: 2020년 11월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: 2020년 3/4분기중 거주자의 카드 해외 사용실적

•   한국은행: 2020년 10월 무역지수 및 교역조건

•   한국은행: 통화정책방향(2020.11.26)

•   한국은행: 경제전망(2020.11월)

•   한국은행: [보도자료] 2020년 3분기중 주요 기관투자가의 외화증권투자 동향

•   한국은행: [보도자료] 2020년 10월중 금융기관 가중평균금리

•   한국은행: [동향분석] 최근 중국경제의 동향과 전망(2020.11월)

•   한국은행: [현지정보] 홍콩 행정수반(Carrie Lam), 2020년도 정책방향 발표

•   한국은행: The Economic Costs of Diplomatic Conflict

•   국제금융센터: [글로벌] 주간 Global Opinions(11.16~22)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.23)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(11.23)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.24)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.25)

•   국제금융센터: 터키의 시장친화적 정책 선언 이후 리라화 시각 점검

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.26)

•   국제금융센터: 최근 글로벌 ESG 펀드자금 동향 및 주요 이슈

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.27)

•   국제금융센터: 중국 국채금리 상승 요인과 수급여건 점검

•   국제금융센터: 아세안 은행산업의 건전성과 잠재리스크

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 신흥국으로 3주 연속 큰 폭 유입

•   kotra: 미국행 선박 운송, 최근 왜 이렇게 지연될까?

•   kotra: [기고] 美 대통령 당선자 바이든의 무역 정책 전망

•   kotra: 美 경제, 일단 회복의 신호는 보였다

•   kotra: 독일, 2021년 경제 회복 기대

•   kotra: 러시아 코로나19 급격한 확산, 경제에 미치는 영향은?

•   kotra: 폴란드 전기차 배터리 산업, 유럽의 허브로 부상

•   kotra: 미국 대선 결과에 따른 인도네시아 경제 전망

•   kotra: 미국 데이터센터 산업 동향 및 시장 기회

•   kotra: 화창한 내일을 기대하는 미국 태양발전시장

•   kotra: 美 바이든 당선, 한국의 ICT 기업에 대한 부문별 영향은?

•   KDI: 상생적 기업생태계와 재벌개혁의 방향 (KDI 50주년 기념 컨퍼런스 시리즈)

•   KDI: [KDI 인사이드] KDI, 2021년 한국경제를 진단하다

•   통계청: 2020년 9월 인구동향(출생, 사망, 혼인, 이혼)

•   통계청: 2020년 2/4분기(5월기준) 임금근로 일자리 동향

•   통계청: 2019년 광업제조업조사 결과(잠정)

•   대외경제정책연구원: EU 신(新)이민·난민 협정안의 주요 내용 및 전망

•   EMERiCs: [이슈트렌드] 아프가니스탄, 미군 철수로 인한 전력 공백 우려

•   EMERiCs: [동향세미나] 아웅산수찌 국가자문이 이끄는 NLD의 총선 압승 배경과 전망

•   EMERiCs: [이슈트렌드] 아세안, RCEP에 실린 기대

•   EMERiCs: [월간정세변화] 2020년 11월 러시아유라시아 한눈에 보기

•   EMERiCs: [이슈트렌드] 나이지리아, 반정부 시위로 인한 경제적 피해 속 악화되는 정부 재정 상황

•   EMERiCs: [월간정세변화] 2020년 11월 아프리카 한눈에 보기

•   EMERiCs: [월간정세변화] 2020년 11월 중동 한눈에 보기

•   EMERiCs: [이슈트렌드] 브라질, 화웨이 배제 결정에 美-中 공방

•   EMERiCs: [이슈트렌드] 코로나19 대응기금에 대한 거부권으로 고조되는 폴란드·헝가리와 EU와 대립

•   EMERiCs: 코로나19 세컨드 웨이브에 대응한 터키 정부의 방역지침

•   EMERiCs: 중국 주도 RCEP 체결, 메가톤급 자유무역지대 탄생

•   EMERiCs: 미국 바이든 당선에 대한 중국 내 반응 동향

•   EMERiCs: 중국 공유경제 산업동향

•   국제무역연구원: 최근 수출기업의 환율 인식과 영향 조사

•   산업연구원: "전문가 경기서베이조사(PSI) 결과 : `20.11월 현황과 12월 전망"

•   산업연구원: 2021년 경제산업 전망

•   현대경제연구원: 국내 중장기 저물가 지속 원인 및 시사점

•   조세재정연구원: 재정포럼 2020년 11월호(제293호)

•   국회예산정책처: NABO 경제·산업동향 & 이슈 (제11호)

•   국회입법조사처: 역내포괄적경제동반자협정(RCEP) 체결의 의의와 향후과제

•   국회입법조사처: 2020 미국 대선 결과 분석

•   우리금융경영연구소: 바이든 행정부의 정책 기조가 한국 경제·금융시장에 미치는 영향과 시사점(보완)

•   KDB미래전략연구소: 주간 KDB리포트(2020.11.23)

•   KDB미래전략연구소: LNG 개별요금제 도입 배경과 영향

•   KDB미래전략연구소: 북한의 발전기 생산 및 사용 현황

•   KB: 11월 23일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』 조사결과

•   건설산업연구원: 코로나19 위기 이후 일자리 변화와 건설산업 대응 방향

•   건설산업연구원: 건설동향브리핑 783호

•   건설산업연구원: CERIK 하이라이트 6호

•   국가안보전략연구원: 북한 ‘새로운 전략무기’의 가능성과 한계 : MIRV, SLBM, SLV를 중심으로

•   국가안보전략연구원: 8차 당 대회를 앞둔 북한의 대내외정책 추진환경과 향후 과제

•   대한상의: 바이든 정부 출범의 산업계 영향과 대응과제

•   전경련: <美대선 이후 대외정책 전망 및 한국의 대응방향> 전경련-국제전략문제연구소(CSIS) 인터뷰

•   전경련: 매출 100대 기업 2020년 3분기 해외매출 실적

•   한국경제연구원: 최근 6년간 지방세 과세액 62.6% 증가, 국민소득 증가속도의 2.2배

•   경총: 퇴직연금 관련 획일적 규제, 현실적으로 기업이 감당키 어려워

•   경총: 한국경영자총협회, '노사관계발전자문위원회' 개최

•   한국신용평가: COVID-19 이후의 사업환경의 변화와 국내 기업의 신용 전망

•   NICE신용평가: 2020년 3분기 장기신용등급 변동현황 분석

•   한국기업평가: 흔들리는 민자석탄발전의 위상 - 민자석탄발전사 신용도 방어 가능할까?

•   한국기업평가: 2020년 3분기 신용등급 변동현황 분석

•   DIGIECO: 글로벌 IT 업체 동향

•   농촌경제연구원: [세계농업] 제238호 (2020년 11월)

•   청와대: 2050 탄소중립 범부처 전략회의 관련 서면브리핑

•   청와대: 2050 탄소중립 범부처 전략회의 모두발언

•   기재부: 제21차 비상경제 중앙대책본부 회의 겸 제6차 한국판 뉴딜 관계장관회의 개최

•   기재부: 2020년 종합부동산세 고지 관련 주요 내용 설명

•   기재부: 관계장관회의(녹실회의) 개최 및 주요 논의결과

•   산업부: 올겨울, 석탄발전 감축과 안정적 전력수급 관리에 총력

•   산업부: IEA 한국 에너지정책 국가보고서 발간

•   산업부: ｢분산에너지 활성화 로드맵(안)｣ 온라인 설명회 개최

•   국토부: 코로나-19 경제위기 딛고 해외건설수주 목표 300억불 달성

•   국토부: 적극적인 규제개선과 민·관 역량 결집을 통해 주택공급을 확대해 나가겠습니다.

•   환경부: 그린뉴딜 민간확산 본격 시동건다

•   환경부: (설명)산업 경쟁력과 일자리 등에 미치는 영향을 충분히 고려하여 2050 탄소중립 이행 전략을 마련해 나갈 예정[서울경제 2020.11.27.일자 보도에 대한 설명]

•   금감원: 20.9월말 국내은행의 부실채권 현황[잠정]

[Magazines]

•   Economist: The resilience of democracy - Democracy contains the seeds of its own recovery

•   Economist: Will big firms benefit from the covid crunch?

•   Economist: The right kind of discipline - Budget deficits should depend on the unemployment rate

•   Economist: British farming after the common agricultural policy

•   Economist: Narendra Modi threatens to turn India into a one-party state

•   Economist: South Korea’s president wants to take politics out of prosecutions

•   Economist: Banyan - Could Australia’s government have handled China better?

•   Economist: The first lesson of doing business in China: the state comes first

•   Economist: Grabbing a cold one - America will be the first country to roll out a covid-19 vaccine

•   Economist: The view from the ICU - The Midwest is America’s covid-19 hotspot

•   Economist: Joe Biden unveils a reassuringly familiar national-security team

•   Economist: Lexington - The end of the embarrassment

•   Economist: You’re sanctioned! - Donald Trump’s sanctions in the Middle East have had little effect

•   Economist: Israel and Saudi Arabia send a clear signal to Iran—and Joe Biden

•   Economist: Bello - The future of bolsonarismo

•   Economist: Charlemagne - Poland and Hungary enjoy a physics lesson courtesy of the EU

•   Economist: Public spending - The spending review reveals the strains on the Tory party

•   Economist: Emergency exit - Britain’s vaccine roll-out takes shape

•   Economist: Rishi Sunak, Thatcherite at heart

•   Economist: Covid-19 and the business of crowds

•   Economist: Holiday shopping - Black Friday isn’t what it used to be

•   Economist: Is the attention economy being captured by virtual eyeballs?

•   Economist: Schumpeter - How Enel became Europe’s climate centurion

•   Economist: Culture shock - Christine Lagarde is taking the ECB out of its comfort zone

•   Economist: Something for everyone - Janet Yellen will lead Joe Biden’s Treasury. What does she stand for?

•   Economist: Buttonwood - Is there an M&A boom coming?

•   Economist: A clash over cash - Jerome Powell and Steven Mnuchin are at odds over emergency loans

•   Economist: Bad debts in China

•   Economist: Free exchange - Why it is misleading to blame financial imbalances on a saving glut

•   Economist: Another covid-19 vaccine joins the party

•   Forbes: China Ratchets Up The Pressure As Australia Stands Firm On Its Sovereign Interests

•   Forbes: Full List: China’s 400 Richest 2020

•   Forbes: Creator Of Amazon’s Zoox Robotaxi Unit Has A New Self-Driving Startup

•   Forbes: With Toyota’s Help, This Secretive Entrepreneur May Finally Give Us Flying Cars

•   Forbes: How Effective Will Covid-19 Coronavirus Vaccines Be? 8 Reasons It’s Too Early To Tell

•   Forbes: Denmark Wants To Exhume ‘Zombie Mink’ Rising From Mass Graves While Scientists Warn Of Permanent Covid-19 Pandemic Risk

•   Forbes: Janet Yellen And The Male-Dominated World Of Economics

•   Fortune: Swiss voters could make companies liable for abuses across the world

•   Fortune: Why Joe Biden is still fundraising

•   Fortune: Sweden sees no signs of immunity in population, country's top epidemiologist says

•   Fortune: China’s Xiaomi becomes Western Europe’s third-largest smartphone seller

•   Fortune: 1-in-5 Fortune 500 companies still use risky Chinese tech after U.S. ban

•   Fortune: COVID vaccine: It may be a matter of weeks, not months, before Americans can start getting vaccinated

•   Fortune: Biden has ambitious executive order options, if he's bold enough to sign them

•   Fortune: Open yet sovereign': Europe proposes a new data regime to boost its digital economy

•   Bloomberg Businessweek: Biden May Have 16 Days to Stave Off a Nuclear Arms Race

•   Bloomberg Businessweek: Deals With Apple (AAPL), Mozilla Show How Google (GOOGL) Discourages Competition

•   Time: Why Does the AstraZeneca COVID-19 Vaccine's Efficacy Vary So Much? Here's What We Know

•   Time: The International Winners and Losers Under a President Biden

•   Atlantic: Trump’s Refusal to Concede Wasn’t Some Sideshow

•   Atlantic: America Failed at COVID-19, but the Economy's Okay

•   Atlantic: Progressives Can't Repeat the Mistakes of 2008

•   Atlantic: Biden's Popular-Vote Win Didn't Help House Democrats

•   Atlantic: The Flynn Pardon Is a Despicable Use of an Awesome Power

•   Atlantic: Why Big-City Dominance Is a Problem for Democrats

•   Foreign Policy: KRG Wants PKK Out of Iraq

•   Foreign Policy: Scottish Independence Is Only Gaining Popularity

•   Foreign Policy: India’s Farmers Come Out in Force Against Modi

•   Foreign Policy: Trump Administration Abruptly Ousts Leading Experts From Top Pentagon Advisory Group

•   Foreign Policy: How Will Biden’s Team Handle China?

•   Foreign Policy: Biden Has the Team Obama Always Wanted

•   Foreign Policy: Say No, Joe

•   Foreign Policy: Mohammed bin Salman’s Human Rights Mirage in Saudi Arabia

•   Foreign Policy: Why India Has Become a Different Country

•   Foreign Policy: California and New Delhi See Pointless Political Fights Over Catastrophic Fires

•   Foreign Policy: Russian Troops in Nagorno-Karabakh ‘Clearly a Win for Moscow’

•   Foreign Policy: Is OPEC Over?

•   Foreign Policy: Europe May Cheer Biden’s Win—But It Threatens Macron’s Grand Project

•   Foreign Policy: Biden's Secretary of State Pick Antony Blinken Bodes Return to Normalcy for Weary Diplomats

•   Foreign Policy: Biden Could Help Heal Europe’s Brexit Wounds

•   Foreign Policy: In the United Kingdom, Business Leaders Pulled the Country Through the COVID-19 Crisis. The United States Should Replicate the Model.

•   Foreign Policy: Trump’s Pentagon Now Vetting Nonpolitical Experts

•   Foreign Policy: Biden's Likely Defense Secretary Flournoy Faces Progressive Pushback

•   Foreign Policy: Biden Secretary of State Pick Antony Blinken's Wonk Rock Is Everything a D.C. Dad Could Dream Of

•   Foreign Policy: Yellen’s Mandate: Massive Stimulus, Assuaging Fears of Inflation

•   Foreign Policy: The Quad’s Malabar Exercises Point the Way to an Asian NATO

•   Foreign Policy: Why India Refused to Join the World’s Biggest Trading Bloc

•   Foreign Policy: What Israel Wants From Biden on Iran

•   Foreign Affairs: Biden Must Stand Up to China on Human Rights

•   Foreign Affairs: A Climate-First Foreign Policy

•   Foreign Affairs: How to Save Democracy From Technology

•   Foreign Affairs: Defense In Depth

•   Foreign Affairs: A Vaccine Won’t End the Pandemic in Rural America

•   Barron's: To End the Crisis, Make Sure Everyone Gets a Vaccine

•   Barron's: Will Americans Take a Vaccine? Ignore the Polls and Focus on the First Wave

•   Barron's: The Case for Janet Yellen

•   MIT Work of the Future: Manufacturing in America: A View from the Field

•   MIT Work of the Future: The State of Industrial Robotics: Emerging Technologies, Challenges, and Key Research Directions

•   MIT Work of the Future: Additive Manufacturing: Implications for Technological Change, Workforce Development, and the Product Lifecycle

•   Power Magazine: BWXT: 3D Printing Breakthrough Could Speed Up Advanced Nuclear Reactor Development

•   Power Magazine: A Hopeful Narrative for the Nuclear Industry

•   Power Magazine: Invenergy Unveils Plan for Largest U.S. Solar Project

•   Power Magazine: UK Undergoing ‘Remarkable Shift’ in Power Generation

•   Power Magazine: Securitization a Useful Financing Tool for Transition From Coal

•   Windpower Monthly: Enel looks to triple renewables capacity by 2030

•   Windpower Monthly: WindEconomics: More analysis needed on system costs as renewables grow

•   Windpower Monthly: Exclusive: Vestas deploys remotely operated blade-correcting installation tool

•   Windpower Monthly: Russia more than triples capacity in 2020 but now faces delays

•   Windpower Monthly: Warning over heavy lift vessel 'bottleneck' for offshore wind

•   Science: With more data on its COVID-19 vaccine, Russian institute offers new evidence of success

•   Science: After dosing mix-up, latest COVID-19 vaccine success comes with big question mark

•   Science: India needs more transparency in its COVID-19 vaccine trials, critics say

•   Nature: Can dogs smell COVID? Here’s what the science says

•   매경이코노미: 천도론에 집값 들썩 충청권의 강남 세종

•   매경이코노미: 내년 증시 키워드는 ‘수출’…IT·자동차 주목

•   한경비즈니스: 다섯 달째 계속 오른 곡물 가격…3차 애그플레이션 닥칠까

•   한경비즈니스: Fed, 디지털 달러화 도입… 세계 ‘화폐 개혁’ 논의 힘 받는다 [한상춘의 국제경제 심층 분석]

•   한경비즈니스: “내년 코로나19로 지연된 구조 조정 M&A 수요 크게 늘어날 것”

•   한경비즈니스: 경제 회복 뒤엔 기회도 사라진다...‘조 바이든 시대’ 투자 전략[머니 인사이트]

•   이코노미조선: 스마트폰과 物我一體, 새로운 소비 권력 된 신인류…“기업 문화와 전략, 포노 사피엔스에게 맞춰야 생존”

•   이코노미조선: [Interview] ‘포노 사피엔스’ 저자 최재붕 성균관대 교수 “스마트폰 뇌에 연결한 채 살아가는 40억 신인류 등장”

•   이코노미조선: 포노 사피엔스 생태계

•   이코노미조선: PC 건너뛰고 모바일, 젊은 인구 넘쳐나 ‘기회의 땅’

•   이코노미조선: “원전 없이 탄소중립 불가능…바이든, 원전 육성해야”

•   주간조선: 11조짜리 부산시장 티켓… 이낙연과 민주당의 SOC 폭주

•   주간조선: 5조짜리 전라선 고속화? 또 다른 선거용 SOC 폭주

•   이코노미스트: [‘합법적 독점’ 시대 올까 ] ‘빅테크기업=국가경쟁력’ 시대, IT공룡 독점 강화

•   이코노미스트: [통제받지 않는 권력 ‘금융지주’] 금융지주사 회장 ‘장기집권’ 누가 결정하나

•   이코노미스트: [채인택의 글로벌 인사이트 | 코로나에 맞설 중·러와 미·영 백신의 차이] ‘백신 패권’ 세계대전 서막 올랐다

•   이코노미스트: [백프로의 환율 돋보기] 한국 증시에 뛰어든 외국인들의 환율 전략은?

•   주간동아: 임대주택 공급 대책, “수요자 배려하는 유럽과도 딴판”

•   미래한국: [싱크탱크로부터 듣는다] 2020 미국 대선의 끝과 바이든 행정부의 과제

•   미래한국: [인터뷰] 신범철 한국국가전략연구원 외교안보센터장 “바이든 美 행정부, 북핵 스몰딜 가능성 커졌다”

•   미래한국: [심층분석] 바이든 대북정책이 우려되는 이유

•   미래한국: [심층분석] 바이든의 중국 딜레마

•   미래한국: [전문가진단] 바이든 당선과 북한의 대남전략 전망... 北, 한미동맹 이간에 총공격 펼 것

•   미래한국: [논단] 공화당 지지자가 보는 2020 美 대선

•   포브스: 삼성 前 CEO 3인, ‘이건희 경영’을 말하다

•   이코노믹리뷰: 두산 '자구' 완성, 인프라코어 매각 속도 조절할까?

•   월간수소경제: 제주, 그린수소로 한국판 뉴딜 선도한다

•   월간수소경제: 상명풍력발전소, P2G 그린수소 생산 현장

•   월간수소경제: 집중 탐구, 독일 수소전략

•   월간수소경제: 한국가스기술공사 청주수소충전소 사례로 본, 수소충전소 문제

•   월간수소경제: 도시가스 소외지역 해결사, 연료전지발전소

•   월간수소경제: 수소모빌리티 확산을 위한 수소교통복합기지 구축사업

•   월간수소경제: 2022년 미래차 대중화 원년, 수소차가 앞장선다

[Books]

•   매경: 내가 잘해서 성공?…능력주의 신화가 불공정 부추겨

•   매경: 코로나에 무너진 서구…美 우선주의 버려야 산다

•   매경: 초인 AI시대 패권 누가 잡을 것인가

•   매경: 빅테크가 휩쓰는 세상, 이롭지만은 아니하다

•   매경: 한번도 경험하지 못한 경제위기가 온다

•   한경: [홍순철의 글로벌 북 트렌드] 갈등을 성과로 바꾸는 '팀워크의 힘'

•   한경: 20년 전 팬데믹 예측한 석학 "이타주의가 코로나 극복 열쇠"

•   서경: [책꽂이] 코로나 위기 근원에는 '기후 위기' 있다

•   서경: [책꽂이] 2021년 경제 전망과 투자 전략

•   서경: [책꽂이] '그들은 왜 이럴까?' 中을 들여다보다

•   서경: [책꽂이] 2021년에도 주식시장 상승세 이어갈까

•   서경: [책꽂이]노무라가 전망하는 코로나 시대의 세계경제와 일상

•   이데일리: [책]'뷰카의 시대', 80인의 전문가가 전하는 2021년 대비법