Business Intelligence Monitor Weekly 201130~201206

[Reports]

•   IMF: Euro Area: Staff Concluding Statement of the 2020 Article IV Mission

•   IMF: How the Rich Get Richer

•   IMF: Window for Change

•   IMF: How Artificial Intelligence Could Widen the Gap Between Rich and Poor Nations

•   IMF: Brazil : 2020 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for Brazil

•   IMF: COVID-19 Hits the Poor Harder, but Scaled-Up Testing Can Help

•   IMF: tr120320 Transcript of IMF Press Briefing

•   IMF: How Governments Can Create a Green, Job-rich Global Recovery

•   World Bank: Trade Watch

•   World Bank: Lights Out ? COVID-19 Containment Policies and Economic Activity

•   UNCTAD: Improve productive capacities in the world’s poorest countries for stronger recovery, UNCTAD says

•   OECD: OECD Economic Outlook, December 2020

•   OECD: Consumer Prices, OECD - Updated: 3 December 2020

•   OECD: OECD tax revenues fall slightly before the COVID-19 pandemic, but countries face much larger decreases ahead, particularly from consumption taxes

•   OECD: Poland: investing in a greener, fairer economy will strengthen recovery from COVID-19 crisis

•   WTO: Electronics and automotive products lift merchandise trade in Q3, services lag behind

•   WTO: WTO panel issues report regarding Korean duties on Japanese steel

•   ADB: What Works to Control COVID-19? Econometric Analysis of a Cross-Country Panel

•   ADB: The Impact of COVID-19 on Developing Asia: The Pandemic Extends into 2021

•   ADB: Waste to Energy in the Age of the Circular Economy: Compendium of Case Studies and Emerging Technologies

•   ILO: COVID-19 drives wages down, new ILO report finds

•   BIS: What comes next? Recovery from an uneven recession

•   BIS: Central banks and the macroeconomy

•   BIS: Project Helvetia: Settling tokenised assets in central bank money

•   NATO: NATO 2030: United for a New Era

•   Biden Transition Website: President-elect Biden Announces Key Members of Economic Team

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

•   Biden Transition Website: Remarks as Prepared for Delivery by President-elect Joe Biden in Wilmington, Delaware

•   Biden Transition Website: Economic Policy Nominees & Appointees Remarks as Prepared for Delivery

•   Biden Transition Website: Vice President-elect Kamala Harris Announces Members of White House Senior Staff

•   Biden Transition Website: President-elect Joe Biden Appoints Brian Deese as Director of the National Economic Council

•   Biden Transition Website: Remarks as Prepared for Delivery by President-elect Joe Biden in Wilmington, Delaware

•   Biden Transition Website: Statement by President-elect Joe Biden on the November Jobs Report and Continuing Economic Crisis

•   U.S. Treasury: Financial Stability Oversight Council Releases Annual Report

•   U.S.-China Economic and Security Review Commission: 2020 Annual Report to Congress

•   European Commission: European Democracy Action Plan

•   European Commission: Coronavirus: Commission presents “Staying safe from COVID-19 during winter” strategy

•   European Commission: EU-US: A new transatlantic agenda for global change

•   European Commission: The EU prepares for the end of LIBOR: the Commission welcomes the agreement reached between the European Parliament and the Council on financial benchmarks

•   European Commission: EU greenhouse gas emissions fell in 2019 to the lowest level in three decades

•   Fed: Agencies issue statement on LIBOR transition

•   Fed: Federal Reserve Board announces extension through March 31, 2021, for several of its lending facilities that were generally scheduled to expire on or around December 31

•   Fed: Arbitrage and Liquidity: Evidence from a Panel of Exchange Traded Funds

•   Fed: Testimony by Chair Jerome H. Powell - Coronavirus Aid, Relief, and Economic Security Act

•   Fed: Speech by Governor Lael Brainard - Modernizing and Strengthening CRA Regulations: A Conversation with the Chicago Community Trust

•   Fed: Beige Book - December 2, 2020

•   Fed: Interest Coverage Ratios: Assessing Vulnerabilities in Nonfinancial Corporate Credit

•   Fed: Across the Universe: Policy Support for Employment and Revenue in the Pandemic Recession

•   Fed: Treasury Market Functioning During the COVID-19 Outbreak: Evidence from Collateral Re-use

•   FRBNY: Zombies at Large? Corporate Debt Overhang and the Macroeconomy

•   FRBNY: The Regional Economy during the Pandemic

•   FRBNY: The Costs of Corporate Debt Overhang Following the COVID-19 Outbreak

•   FRBNY: Treasury Market When-Issued Trading Activity

•   FRBSF: Permanent and Transitory Effects of the 2008–09 Recession

•   FRBSF: 2020 Lessons, 2021 Priorities

•   St. Louis Fed: Financing the U.S. Response to COVID-19

•   St. Louis Fed: Employment Losses in Contact-Intensive Industries

•   ECB: Gradual change seen in euro area payment behaviour

•   ECB: Christine Lagarde: The future of money – innovating while retaining trust

•   ECB: Isabel Schnabel: Interview with Bloomberg

•   ECB: Philip R. Lane: Transcript of the fireside chat at Reuters Global Outlook Investment Summit

•   ECB: Money in the digital era

•   ECB: Liquidity in resolution: comparing frameworks for liquidity provision across jurisdictions

•   ECB: Fiscal transfers and economic convergence

•   RBI: Monetary Policy Statement, 2020-21 Resolution of the Monetary Policy Committee (MPC) December 2-4, 2020

•   NBER: Fiscal Policy in Europe: A Helicopter View

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

•   NBER: Public Mobility Data Enables COVID-19 Forecasting and Management at Local and Global Scales

•   NBER: The Inexorable Recoveries of US Unemployment

•   NBER: Will the Secular Decline In Exchange Rate and Inflation Volatility Survive COVID-19?

•   NBER: Taxing Our Wealth

•   NBER: Revenue Collapses and the Consumption of Small Business Owners in the Early Stages of the COVID-19 Pandemic

•   NBER: ESG Preference, Institutional Trading, and Stock Return Patterns

•   NBER: Production Networks and International Fiscal Spillovers

•   CEPR: CEPR Discussion Papers 29 November 2020

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

•   World Economic Forum: Building a cyber-resilient electricity sector is a key priority for the post-COVID era

•   World Economic Forum: Why sanctions are not the way to fix relations with North Korea

•   World Economic Forum: Carbon capture can help us win the race against climate change

•   World Economic Forum: A focus on foreign investment can drive our recovery from COVID-19

•   World Economic Forum: 5 ways to unlock the power of tech for the post-pandemic recovery

•   World Economic Forum: How countries are dealing with the delicate matter of who to vaccinate first

•   World Economic Forum: Why COVID-19 shows the future not the end of globalization

•   World Economic Forum: What do China's new economic plans mean for Africa?

•   World Economic Forum: How Biden and Kerry could rebuild America’s global climate leadership

•   World Economic Forum: Amazon has become the world's fifth largest employer

•   World Economic Forum: Explained: why renewables became so cheap so fast

•   World Economic Forum: A green wave of ESG is poised to break over China

•   Brookings: America needs a COVID-19 Commission

•   Brookings: There are too many ways to lose unemployment compensation

•   Brookings: The West must live up to its own principles on democracy

•   Brookings: Why Main Streets are a key driver of equitable economic recovery in rural America

•   Brookings: The upcoming friction in US-Mexico relations

•   Brookings: Starting off on the right foot: Biden’s near-term arms control and strategic policy challenge

•   Brookings: Hutchins Roundup: Inflation expectations, Black entrepreneurs’ access to capital, and more

•   Brookings: What are inflation expectations? Why do they matter?

•   CSIS: Climate Solutions Series: Decarbonizing the Built Environment

•   CSIS: Designating the Houthis as Terrorists Would Be a Mistake

•   CSIS: Iran: Looking Beyond the Assassination

•   CSIS: Memo to Incoming USAID Leadership in the Biden Administration

•   CSIS: Global Economics Monthly, November 2020

•   CSIS: Party Politics

•   CSIS: Avoiding Barriers to Greater Transatlantic Defense Cooperation

•   CSIS: The Biden Transition and the Real Impact of U.S. Force Cuts in Afghanistan

•   CSIS: How Are Foreign Rail Construction Projects Advancing China’s Interests?

•   CSIS: Rejoining TPP

•   CSIS: Ideological Security as National Security

•   CSIS: NATO in 2030: Charting a New Path for the Transatlantic Alliance

•   CSIS: Covid-19 and the Trajectory of US Venture Capital and Technology Innovation

•   CSIS: Identity Politics Do Not Play Well with Latinos

•   CSIS: OPEC Pulls Off a Tough Compromise

•   38 North: Sohae Satellite Launching Station: Signs of Daily Life

•   38 North: A Glass Half-Empty: Kim Jong Un’s Economic Policies One Year After the 2019 Plenum Speech

•   McKinsey:COVID-19 and the great reset: Briefing note #34, December 2, 2020

•   IEA: Energy Efficiency 2020

•   IEA: What the past decade can tell us about the future of coal

•   IEA: Renewable Energy Policies in a Time of Transition: Heating and Cooling

•   OPEC: The 12th OPEC and non-OPEC Ministerial Meeting concludes

•   Wood Mackenzie: US energy storage market shatters records in Q3 2020

•   BNEF: Accelerated Electrification Coupled with Renewables Can Put China on Path Toward Carbon Neutrality

•   IDC: Shipments of Wearable Devices Leap to 125 Million Units, Up 35.1% in the Third Quarter, According to IDC

•   IDC: Africa's Smartphone Market Grows in Q3 2020, but Feature Phone Shipments Decline

•   IDC: GCC Mobile Phone Market Remains Sluggish as Consumers Stay Cautious

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

•   IHS Markit: Investment in green hydrogen production set to exceed $1billion USD by 2023, According to IHS Markit

•   IHS Markit: Key Indicators of Small Business Employment Show Stability Amid Recent Surge in COVID-19 Cases Across the U.S.

•   DRAMeXchange: 【Market View】Global Smartphone Production Sets Highest QoQ Growth in Recent Years with 20% Increase in 3Q20 Despite COVID-19 Pandemic, Says TrendForce

•   DRAMeXchange: 【Market View】Specialty DRAM Prices Show Stability for Mainstream Chips in November, with 1% MoM Uptick in Average and High Prices for Low-Density DDR3 2Gb Chips, Says TrendForce

•   IC Insights: DRAM Leads in Revenue, NAND With Top Percentage Growth in 2020

•   WSTS: WSTS Semiconductor Market Forecast Autumn 2020

•   SEMI: Third-Quarter 2020 Global Semiconductor Equipment Billings Surge 30% Year-Over-Year, SEMI Reports | SEMI

•   한국은행: 해외경제 포커스(제2020-46호)

※   국제경제리뷰: 최근 세계교역의 주요 특징 및 향후 전망

•   한국은행: 2020년 3/4분기 국민소득(잠정)

•   한국은행: [보도참고자료] 코로나19 이후 5만원권 환수율 평가 및 시사점

•   한국은행: 2020년 3/4분기중 예금취급기관 산업별 대출금

•   한국은행: 2020년 11월말 외환보유액

•   한국은행: 2020년 10월 국제수지(잠정)

•   한국은행: [현지정보] 미 금융당국(FED, FDIC, OCC), LIBOR 대체 관련 성명서 발표

•   한국은행: [현지정보] 연준의장, 코로나 19 관련 상원 보고(12.1일)

•   한국은행: [현지정보] 중국 11월 PMI, 근래 최고치 기록

•   한국은행: [현지정보] 미 연준 Beige Book (2020.11월)의 주요 내용

•   한국은행: [조사연구] 최근 일본 부동산 가격하락 요인 및 평가

•   한국은행: [현지정보] Christopher Waller 연준이사 후보, 美 의회 인준 통과

•   한국은행: Central Bank Digital Currency, Tax Evasion, Inflation Tax, and Central Bank Independence

•   국제금융센터: [글로벌] 주간 Global Opinions(11.23~29)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.30)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(11.30)

•   국제금융센터: 인도 `20년 3분기 GDP 동향 및 전망

•   국제금융센터: 유로화 변동성 축소 배경 및 향후 향방

•   국제금융센터: 태국 중앙은행의 바트화 강세압력 완화 조치에 대한 시각 점검

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.1)

•   국제금융센터: ECB의 코로나19 정책대응 평가 및 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.2)

•   국제금융센터: [20.12월] 국제원자재시장: 코로나19 백신 기대 불구 유가 향방 여전히 불투명

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.3)

•   국제금융센터: 美 CARES Act 종료에 따른 경제 영향 점검

•   국제금융센터: 주요 투자은행의 세계경제 및 주요국 성장률 전망(2020.11월말 기준)

•   국제금융센터: 주요 투자은행의 아시아 주요국 경제지표 전망(2020.11월말 기준)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.4)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 및 채권펀드 모두 유입세 강화

•   국제금융센터: [은행] ‘Banking as a Service’ 관련 성장 잠재력 평가

•   kotra: 페루, 사가스티 임시 대통령 취임으로 경제 회복 지속

•   kotra: 미국의 환율 상계관세 도입 이후 동향

•   kotra: 바이든 당선에 따른 프랑스 통상이슈 및 전망

•   kotra: 코로나19 백신 개발 관련 미국 연방정부의 특허 개입권이란

•   kotra: 주 벨기에·유럽연합 대사관 주최, 탄소국경조정제 웨비나 참관기

•   kotra: 캄보디아 전력산업

•   kotra: 수소사회'를 향해 가는 일본

•   kotra: 美 꿈의 교통수단 '하이퍼루프' 상용화될까

•   kotra: 중국 전기자동차용 배터리 시장 동향

•   kotra: 중국 자율주행 택시 등장

•   kotra: 독일, 3D 프린팅 기술 개발로 4차 산업혁명 선도

•   kotra: 2021년 권역별 시장진출 전략: 2021 세계시장 진출전략 설명회

•   KDI: KDI 북한경제리뷰 2020년 11월

•   KDI: 나라경제 2020. 12

•   통계청: 2019년 일자리행정통계 결과

•   대외경제정책연구원: 중국 14차 5개년 규획(2021~25)의 경제정책 방향과 시사점

•   EMERiCs: [이슈인포그래픽] 폼페이오 미 국무장관, 인도, 스리랑카, 몰디브 등 순방

•   EMERiCs: [월간정세변화] 월간 인도남아시아 국가별 관계 분석

•   EMERiCs: [이슈트렌드] 인도, 쿼드 국가들과 반중전선 강화... 중국 앱 추가 금지도

•   EMERiCs: [이슈인포그래픽] 벨라루스, 러시아 지원으로 건설된 최초 원전 가동

•   EMERiCs: [이슈트렌드] 조지아와 우크라이나, 코로나19 확산 막기 위한 봉쇄 사실상 재도입

•   EMERiCs: [이슈트렌드] 벨라루스, 유럽연합의 제재에 맞대응...반정부 시위는 100일을 넘어

•   EMERiCs: [이슈인포그래픽] 나이지리아, 대규모 시위

•   EMERiCs: [이슈트렌드] 카타르, 걸프 국가의 압박 속에서도 이란·터키와 경제교류 강화하며 독자 행보

•   EMERiCs: [이슈트렌드] 이란, 코로나19로 인한 경제적 피해에 대응하기 위해 추가 경제 지원책 추진

•   EMERiCs: [이슈인포그래픽] 칠레 개헌 국민투표 가결

•   EMERiCs: [월간정세변화] 빅데이터로 보는 월간 중남미 국가별 관계 분석

•   EMERiCs: [이슈트렌드] 브라질, 경제 회복 기대... 한편 코로나19 여파 우려도

•   EMERiCs: [이슈인포그래픽] 프랑스 교사 참수 사건으로 프랑스 vS 터키 갈등 격화

•   EMERiCs: [월간정세변화] 빅데이터로 보는 코로나 2차 확산 중동부유럽 경제 악영향 이슈 추이

•   EMERiCs: [이슈트렌드] 터키, 코로나19 위기 대응해 이슬람권의 경제협력 촉구

•   EMERiCs: 中 디지털 경제 현황과 향후 전망

•   EMERiCs: 中 ‘마이너스 금리' 국채 발행, 유럽 내 인기 배경은

•   EMERiCs: 中 시진핑 주석, G20 정상회담서 ‘탄소중립’ 실현 강조

•   EMERiCs: 미중 패권경쟁 격화의 원인과 전망

•   EMERiCs: 전자상거래, 중국 실물경제에 디지털화 신(新) 성장동력 부여

•   EMERiCs: 바이든 시대가 한중 경제에 미치는 영향

•   EMERiCs: 디지털 시대를 준비하는 선전특구

•   EMERiCs: 2021년 중국 경제 전망과 시사점

•   EMERiCs: 중국의 쌍순환 성장전략의 의미와 한국의 대응전략

•   국제무역연구원: 2020년 수출입 평가 및 2021년 전망

•   국제무역연구원: 2021년 1/4분기 수출산업경기전망조사(EBSI)

•   수출입은행 해외경제연구소: '20 월간 국내외 거시경제 동향 11월호

•   수출입은행 해외경제연구소: 코로나19 수출기업 영향 설문조사(3분기)

•   수출입은행 해외경제연구소: ICT 산업 2020년 3분기 동향

•   산업연구원: "디지털전환의 중소기업 수용성 제고방안"

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2020.12.04)

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제20-24호)

•   한전경영연구원: KEMRI 전력경제 REVIEW 제12호(2020.12.1)

•   현대경제연구원: 2021년 주요 산업별 경기 전망과 시사점

•   국회입법조사처: [현안브리핑 제34호] 코로나19 대응 국내·외 동향

•   금융연구원: 금융브리프 29-23

•   하나금융경영연구소: 하나금융포커스 [제10권 25호]

•   우리금융경영연구소: 2021년, R.E.S.T.A.R.T.에 주목하라! - 2021년 비즈니스 트렌드(RESTART) 선정

•   우리금융경영연구소: 코로나 백신 개발·보급 가시화로 위험자산 강세 지속 전망 - 12월 금융시장 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2020.11.30)

•   KDB미래전략연구소: Climate Group의 '100 프로그램'

•   KDB미래전략연구소: 대선 이후 미국 경제정책 동향

•   KB: 2020.11월 『[월간]KB주택가격동향』조사결과

•   KB: 11월 30일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』 조사결과

•   건설산업연구원: 2020년 11월 건설기업경기실사지수

•   건설산업연구원: CERIK·KCB Housing Market Insight 2

•   건설산업연구원: 건설동향브리핑 784호

•   국가안보전략연구원: 코로나19 시대 EU의 원자재 확보 전략 동향과 전망

•   전경련: 한국 수출 세계 5위 달성 전망과 과제

•   전경련: 주요對韓투자국 주한 무역‧투자 담당관 및 외국경제단체 대상 한국기업환경 조사

•   한국경제연구원: 정부노조법안 통과시, 노사분쟁 크게 증가할 우려

•   한국경제연구원: 10년간 청년 대졸자 실업률 OECD 순위, 14위에서 28위로 하락

•   한국경제연구원: 한경硏, 올 경제성장률 -1.4% 역(逆)성장, 내년 2.7% 전망

•   한국경제연구원: 경제정책 불확실성 높을수록 기업투자 감소해

•   경총: 경총·중소기업중앙회, '산재예방 선진화를 위한 입법과제 토론회' 공동 개최 (12. 2)

•   한국신용평가: [공동컨퍼런스] 한국 ESG 채권시장의 현황과 전망

•   농촌경제연구원: 해외곡물시장 동향 제9권 제6호

•   기재부: '20.10월 산업활동 동향 및 평가

•   기재부: OECD 경제전망 발표

•   기재부: 제11차 부동산시장 점검 관계장관회의 개최

•   기재부: [보도참고] 11월 소비자물가 동향

•   기재부: (보도자료) 2021년도 예산 국회확정

•   기재부: 제5차 혁신성장전략회의 개최

•   기재부: 제2회 미래전략 컨퍼런스 개최

•   기재부: 홍남기 부총리, 경제단체장 간담회 개최

•   산업부: 그린뉴딜 및 탄소중립 시대를 견인할 가스터빈산업 생태계 구축

•   산업부: 한국판 뉴딜 스마트그린산단 추진 법적근거 마련

•   산업부: 2020년 11월 수출입 동향

•   산업부: 탄소중립 시대, 글로벌 저탄소 경제질서에 대한 산업과 기업의 대응전략 모색

•   산업부: (참고자료)산업부, 내년도 예산 11조 1,860억원 확정

•   산업부: 각계 통상전문가들, 코로나19 뚫고 기업과 함께 미래전략 모색

•   국토부: 내년부터 도심 내 넓고 쾌적한 공공 전세주택 1.8만호(21년·22년) 공급

•   국토부: 『2021년 국토교통부 예산 및 기금운용계획안』57.1조원 확정

•   국토부: ‘20.10월말 미분양 전국 26,703호, 수도권 3,607호(전월 대비 전국 미분양 5.7% 감소)

•   국토부: 10월 주택 인·허가 3.3만 호, 준공 2.6만 호

•   환경부: (설명)환경부는 제9차 전력수급기본계획 관련하여 질소산화물 등에 새로운 규제나 기준을 추가한 것이 아님[아시아경제 2020.11.30일자 보도에 대한 설명]

•   노동부: 2020년 10월 사업체노동력조사 결과

•   외교부: 미 대선 이후 국제관계 전망

•   금감원: '20.10월중 기업의 직접금융 조달실적

[Magazines]

•   Economist: Killing coal - Time to make coal history

•   Economist: The dirtiest fossil fuel is on the back foot

•   Economist: The world should not ignore systematic torture in Belarus

•   Economist: Alive and kicking - The digital surge in health care

•   Economist: Joe Biden should drive a hard bargain with Iran

•   Economist: Joe Biden wants to re-enter the nuclear deal with Iran

•   Economist: Tiger balm - Covid-19 has ravaged economies all over the world—but not Taiwan’s

•   Economist: How China’s bullying could backfire

•   Economist: America’s economic recovery no longer looks so strong

•   Economist: Not for sale - How much does a few billion dollars get you in 2020?

•   Economist: Lexington - Jake Sullivan to the rescue

•   Economist: Demi-tour - After police are filmed beating a black man, France does a U-turn

•   Economist: Brexit talks inch towards a last-minute deal—but it is not done yet

•   Economist: Malls’ last stand - The surprising resilience of American restaurant chains

•   Economist: In the hot seat - Volkswagen’s boss takes on the unions

•   Economist: Congress wants to boot Chinese firms from American exchanges

•   Economist: How Ping An, an insurer, became a fintech super-app

•   Economist: Go figure - Meet the data firms cashing in on the quant-investing boom

•   Economist: Presidential picks - Joe Biden’s choice of economic advisers signals his priorities

•   Economist: Should you buy European shares?

•   Economist: Despite a weak economy, India’s stockmarket is at record highs

•   Economist: Will central-bank digital currencies break the banking system?

•   Economist: An injection of urgency - Britain becomes the first country to license a fully tested covid-19 vaccine

•   Forbes: This Chinese EV Billionaire Has Tesla In His Sights, But Investors Are Growing Cautious

•   Forbes: Bitcoin Could Become The Digital Gold

•   Forbes: Artificial Intelligence Will Revolutionize Energy, Earning Billions For Investors

•   Fortune: Second stimulus update: Top economists want unemployment, testing, small business relief in 2nd stimulus package

•   Fortune: Will I need a COVID-19 vaccine to fly? Yes, says one airline

•   Fortune: How COVID vaccines are made: How do Pfizer, Moderna coronavirus vaccines get made?

•   Fortune: Here come the Chinese COVID-19 vaccines

•   Fortune: President-elect Joe Biden receives huge post-election favorability boost

•   Fortune: The 2020 election’s polling errors are eerily similar to four years ago

•   Fortune: Can Trump still win via faithless electors? There's 'zero practical chance'

•   Fortune: Hyperloop wants to connect people to opportunity, but city leaders are asking who benefits the most

•   Fortune: Europe is missing out on the A.I. revolution—but it isn’t too late to catch up

•   Fortune: China is evidence of the world's pent-up travel demand

•   Fortune: Quantum computing could be on the market by 2023, says IBM CEO Arvind Krishna

•   Bloomberg Businessweek: The Bloomberg 50: The People Who Changed Global Business in 2020

•   Time: 2020 Tested Us Beyond Measure. Where Do We Go From Here?

•   Time: There Will Be No Safe Havens in COVID-19's Final Assault on the U.S.

•   Time: We Almost Have a Vaccine. Not Enough People Want It

•   Time: Iran's Uranium Enrichment Bill Poses Challenge to Joe Biden

•   Time: The Housing Market Is Booming, But Millions Face Eviction

•   Time: What the Biden Team Needs to Do Now to Fight COVID-19

•   Atlantic: Britain's Vaccine Nationalism

•   Atlantic: The Republican Plan for the Next Four Years Isn’t Normal

•   Atlantic: How a Georgia Republican Hit His Breaking Point With Trump

•   Atlantic: The Democrats Are Blaming the Wrong People

•   Atlantic: Go Home Now

•   Atlantic: Why Trump Might Just Fade Away

•   Atlantic: The U.S. Needs a COVID-19 Commission

•   Foreign Policy: How Biden’s Climate Plans Will Shake Up Global Energy Markets

•   Foreign Policy: America’s Diplomats Should Look Like America

•   Foreign Policy: Why Liberal Internationalism Is Still Indispensable—and Fixable

•   Foreign Policy: Biden Must Push Congress to Act on Human Rights in China

•   Foreign Policy: Will Biden’s National Security Team Include Members of the Democratic Party’s Progressive Wing?

•   Foreign Policy: Where Do Things Stand With the COVID-19 Vaccine Rollout?

•   Foreign Policy: The South Korea-United States Alliance Is More Important Than North Korean Nukes

•   Foreign Policy: Biden Must Work with Saudi Arabia, Despite Its Unsavory Leader

•   Foreign Policy: Cutting Through the Hype on RCEP, Asia’s New China-Centered Trade Pact

•   Foreign Policy: Power, Not Ideology, Is China's Biggest Driver

•   Foreign Policy: Europe Needed Borders. Coronavirus Built Them.

•   Foreign Policy: What Iran’s Leaders Really Think About Biden

•   Foreign Policy: Biden Will Have Five Months to Revive the Iran Nuclear Deal

•   Foreign Policy: Don’t Count on China’s Help With a Coronavirus Inquiry

•   Foreign Policy: How China Is Buying Up the West’s High-Tech Sector

•   Foreign Policy: Why China Just Doubled Down on Australia With Wine Tariffs

•   Foreign Policy: Kamala Harris Begins Building Out Vice Presidential National Security Team

•   Foreign Policy: Democrats Spar Over Foreign Policy Amid Race for Key Congressional Leadership Roles

•   Foreign Policy: Why Is Trump Threatening America’s Defense Budget?

•   Foreign Policy: U.S. Democracy Still Isn't Safe

•   Foreign Policy: Turkey’s Economic Problem Is Erdogan. Improvement Won’t Come Until He Leaves.

•   Foreign Affairs: The Party That Failed

•   Foreign Affairs: The China Challenge Can Help America Avert Decline

•   Foreign Affairs: The Dangers of Vaccine Disillusionment

•   Foreign Affairs: Fear of Trump’s Populism Might Save American Alliances

•   Foreign Affairs: Covert Action, Congressional Inaction

•   Foreign Affairs: In Pandemic Times, America Is No Exception

•   Foreign Affairs: The Crisis Opportunity

•   Barron's: Jim Rogers Sees Perilous Times Ahead. Why Government Debt Could Crush the U.S.

•   Barron's: Australia Shows How to Stand Up to Chinese Bullying. Business Should Listen.

•   Barron's: The Next Killer Virus Is Out There. Only Global Cooperation Can Stop It.

•   Barron's: 2021 Economic Outlook: Why Investors Should Be Optimistic

•   Barron's: U.S. Supply Chain Security Requires Support of Allies

•   Barron's: Joe Biden Needs to Speak Up for His Foreign Policy

•   Barron's: Congress Is Considering a New PPP. How a Second Stimulus Can Do Better.

•   Power Magazine: Continued Toll on Coal; More Companies File Bankruptcy

•   Power Magazine: Five Emerging Risks That Could Hamper Energy Transitions

•   Power Magazine: Bipartisan Bill to Preserve Existing Nuclear Plants Clears Senate Committee

•   Power Magazine: India Expects to Double Power Consumption

•   Power Magazine: Global Rush Toward Renewables Faces Challenges

•   Power Magazine: POWER Digest [December 2020]

•   Windpower Monthly: WindEnergy Hamburg 2020: How top wind CEOs are navigating the Covid-19 pandemic

•   Windpower Monthly: WindEnergy Hamburg 2020: European cooperation ‘critical’ to UK offshore wind targets

•   Windpower Monthly: WindEnergy Hamburg 2020: ‘Concrete measures’ needed to meet EU wind targets

•   Windpower Monthly: Climate policies ‘not enough’ for Paris climate goals

•   Windpower Monthly: Proposed Vietnam tariff cuts ‘jeopardise wind sector growth’

•   Windpower Monthly: Siemens Gamesa to overtake Vestas by 2025

•   Windpower Monthly: Senvion sells Indian unit to Dubai-based investor

•   Science: ‘Malicious and misconceived.’ Indian vaccine producer hits back at complaint from trial volunteer

•   Nature: Meet the scientists investigating the origins of the COVID pandemic

•   Nature: Inside China’s response to COVID

•   Nature: How COVID vaccines are being divvied up around the world

•   매경이코노미: 투자고수 중국에 홀리다

•   매경이코노미: 중국 증시를 기대하는 5가지 이유

•   매경이코노미: 두산인프라코어 인수전 흥행 실패한 까닭

•   매경이코노미: 참여정부 vs 文정부 부동산 전격 비교

•   매경이코노미: 배터리 사업 분사 준비하는 SK이노베이션

•   매경이코노미: 내년에 반도체 빅사이클 올까

•   매경이코노미: 한눈에 보는 ‘2021 대예측 포럼’ | 서학개미, 바이오·신재생에너지로 경제 V자 반등…집값 여전히 상승

•   한경비즈니스: 11번가 손잡고 한국 상륙…아마존 파괴력 얼마나 될까

•   한경비즈니스: 빅데이터로 70년 만에 주인공으로 등장한 ‘AI 산업’

•   이코노미조선: 쌓이는 재고에 생명 불어넣는 기업들…성능 문제없고 값은 절반, 환경 문제도 해결

•   이코노미조선: 재고 시장이 뜬다

•   주간조선: 전쟁의 서막… 디지털화폐의 ‘달러 죽이기’

•   주간조선: “금보다 비트코인” 기관들도 나섰다

•   이코노미스트: [전기차 전용 플랫폼 경쟁] 새 술(전기차)은 새 부대(플랫폼) 전략 현대차 ‘E-GMP’ 주목

[Books]

•   Economist: Cold comforts - Our books of the year

•   Economist: Private passions - Books by our writers

•   FT: Why economics needs to wake up to ageing populations

•   NYT: Times Critics’ Top Books of 2020

•   Fortune: The best books of 2020, according to Fortune staff

•   Foreign Affairs: The Best of Books 2020

•   서경: 美·中 신냉전···붉은 코끼리를 공부하라

•   서경: [책꽂이] 포스트 코로나 시대 韓 생존 전략

•   조선: 中 “동남아 국가들, 미국 말고 우리에게 붙어라”

•   이데일리: [책]하늘 나는 車·로봇의사..SF영화 같은 현실 머지 않았다