Business Intelligence Monitor Weekly 201214~201220

[Reports]

•   IMF: What to do When Low-for-Long Interest Rates are Lower and for Longer

•   IMF: Glaciers of Global Finance: The Currency Composition of Central Banks’ Reserve Holdings

•   IMF: What is Really New in Fintech

•   IMF: IMF Executive Board Concludes 2020 Article IV Consultation with United Kingdom

•   World Bank: Indonesia Economic Prospects, December 2020: Towards a Secure and Fast Recovery

•   World Bank: Russia's Economy Loses Momentum Amid COVID-19 Resurgence, Says New World Bank Report

•   World Bank: Powering Russia’s Post-COVID-19 Recovery: Do Global Value Chains Hold the Key?

•   World Bank: Confronting the Economic and Financial Challenges of Covid-19: A Conversation with World Bank Group President David Malpass

•   World Bank: Progress on sustainable energy policies, critical to post-pandemic recovery, slower than in the past

•   World Bank: Actual and Potential Trade Agreements in the Asia-Pacific : Estimated Effects

•   World Bank: Trade Policy Responses to the COVID-19 Pandemic Crisis : Evidence from a New Data Set

•   World Bank: Taking Stock of the Financial Sector Policy Response to COVID-19 around the World

•   UNCTAD: Transforming trade, backing productive capacities is key to fixing global economy

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

•   OECD: OPINION: A multilateral agenda for a strong, resilient, green and inclusive recovery from COVID-19

•   OECD: Employers must remove barriers to work for all generations

•   OECD: Brazil: Reforms to spur competitiveness, productivity and trade would strengthen COVID-19 recovery

•   WTO: World trade volume rallies in third quarter after COVID-19 shock

•   WTO: Items proposed for consideration at the next meeting of the Dispute Settlement Body

•   ADB: Asian Water Development Outlook 2020: Advancing Water Security across Asia and the Pacific

•   ADB: Economic Indicators for Southeast Asia and the Pacific: Input-Output Tables

•   ADB: Economic Indicators for South and Central Asia: Input–Output Tables

•   ADB: Economic Indicators for East Asia: Input–Output Tables

•   ILO: APESO 2020: 81 million jobs lost as COVID-19 creates turmoil in Asia-Pacific labour markets

•   BIS: Recessions and mortality: a global perspective

•   BIS: Bilateral International Investments: the Big Sur?

•   BIS: Financial market development, monetary policy and financial stability in emerging market economies

•   BIS: Global financial system and exchange rates

•   BIS: Central bankers of the future

•   Biden Transition Website: Remarks as Prepared for Delivery by President-elect Joe Biden on the Electoral College Vote Certification in Wilmington, Delaware

•   Biden Transition Website: President-elect Biden Announces Mayor Pete Buttigieg as Nominee for Secretary of Transportation

•   Biden Transition Website: Readout of Janet Yellen and Wally Adeyemo’s Meeting with the National Association of Manufacturers Executive Committee

•   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 Cybersecurity

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

•   Biden Transition Website: Readout of Janet Yellen and Wally Adeyemo’s Meeting with Members of the Business Roundtable Board of Directors

•   Biden Transition Website: Statement from President-elect Joe Biden on FDA Emergency Use Authorization for Moderna COVID-19 Vaccine

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

•   Biden Transition Website: Remarks as Prepared for Delivery by Climate Team Nominees and Appointees in Wilmington, Delaware

•   U.S. Treasury: Treasury Releases Report on Macroeconomic and Foreign Exchange Policies of Major Trading Partners of the United States

•   U.S. Treasury: Treasury Sanctions Companies for Supporting the Sale of Iranian Petrochemicals | U.S. Department of the Treasury

•   U.S. Department of Commerce: Commerce Adds China’s SMIC to the Entity List, Restricting Access to Key Enabling U.S. Technology

•   U.S. Department of Commerce: Statement from Secretary Ross on The Department's 77 Additions to the Entity List for Human Rights Abuses, Militarization of the South China Sea and U.S. Trade Secret

•   CBO: Federal Net Interest Costs: A Primer

•   CBO: The Accuracy of CBO’s Budget Projections for Fiscal Year 2020

•   European Commission: EU budget: European Commission welcomes the adoption of the EU's long-term budget for 2021-2027

•   European Commission: EU budget 2021: A kick-start of the European recovery

•   European Commission: Questions and answers on the adoption of the EU's long-term budget for 2021-2027

•   European Commission: Commission proposes revised rules for cross-border energy infrastructure in line with the European Green Deal

•   European Commission: Brexit: Withdrawal Agreement to be fully operational on 1 January 2021

•   European Commission: Commission publishes guidance on key provisions of EU Global Human Rights Sanctions Regime

•   European Commission: Europe fit for the Digital Age: Commission proposes new rules for digital platforms

•   European Commission: Mergers: Commission clears acquisition of Fitbit by Google, subject to conditions

•   Fed: Federal Reserve issues FOMC statement

•   Fed: Which Output Gap Estimates Are Stable in Real Time and Why?

•   Fed: Monetary Policy and Financial Stability

•   Fed: What Drives U.S. Treasury Re-use?

•   Fed: Natural Disasters, Climate Change, and Sovereign Risk

•   Fed: Globalization and the Reach of Multinationals Implications for Portfolio Exposures, Capital Flows, and Home Bias

•   Fed: Christopher J. Waller sworn in as a member of the Board of Governors of the Federal Reserve System

•   FRBNY: Consumers’ Spending Expectations Rise Despite Flat Income and Earning Expectations

•   FRBNY: High Frequency Data and a Weekly Economic Index during the Pandemic

•   FRBNY: The Law of One Price in Equity Volatility Markets

•   FRBNY: How Did Market Perceptions of the FOMC’s Reaction Function Change after the Fed’s Framework Review?

•   St. Louis Fed: Tests of Conditional Predictive Ability: Existence, Size, and Power

•   ECB: Fabio Panetta: A commitment to the recovery

•   ECB: Philip R. Lane: The resilience of the euro

•   ECB: Isabel Schnabel: The importance of trust for the ECB’s monetary policy

•   ECB: Isabel Schnabel: Climate change and monetary policy

•   ECB: How does competition among high-frequency traders affect market liquidity?

•   ECB: Bank credit and market-based finance for corporations: the effects of minibond issuances

•   ECB: The Covid-19 crisis and consumption: survey evidence from six EU countries

•   ECB: What value added in the trade balances of euro area financial centres?

•   ECB: Daily tracker of global economic activity: a close-up of the COVID-19 pandemic

•   ECB: Monetary and macroprudential policy complementarities: evidence from European credit registers

•   ECB: The impact of US tariffs against China on US imports: evidence for trade diversion?

•   ECB: On the origin of systemic risk

•   ECB: Weigh(t)ing the basket: aggregate and component-based inflation forecasts for the euro area

•   ECB: Whatever it takes to save the planet? Central banks and unconventional green policy

•   BoE: Bank Rate maintained at 0.1% - December 2020

•   BoE: Quarterly Bulletin - 2020 Q4

•   BOJ: Statement on Monetary Policy

•   RBI: Minutes of the Monetary Policy Committee Meeting December 2 to 4, 2020

•   NBER: Financial Fragility during the COVID-19 Pandemic

•   NBER: Firms' Exposures to Geographic Risks

•   NBER: Common Shocks in Stocks and Bonds

•   NBER: Monetary Policy and Redistribution in Open Economies

•   NBER: Economic Analysis and Infrastructure Investment

•   NBER: Efficient Programs to Support Businesses During and After Lockdowns

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

•   NBER: Do Enlarged Fiscal Deficits Cause Inflation: The Historical Record | NBER

•   CEPR: CEPR Discussion Papers 13 December 2020

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

•   World Economic Forum: The Road Ahead: A policy research agenda for automotive circularity

•   World Economic Forum: Global Competitiveness Report Special Edition 2020: How Countries are Performing on the Road to Recovery

•   World Economic Forum: How can we avoid a 'dirty' recovery from COVID-19?

•   World Economic Forum: COVID-19: 3 important questions about vaccines, answered by an expert

•   World Economic Forum: This chart shows how debt-to-GDP is rising around the world

•   World Economic Forum: UNEP: Net-zero pledges provide an ‘opening’ to close growing emissions ‘gap’

•   World Economic Forum: A 4-point checklist for assessing countries' vaccine readiness

•   World Economic Forum: Business has a big role to play in vaccinating the world

•   World Economic Forum: How the European Union could achieve net-zero emissions at net-zero cost

•   World Economic Forum: Equal access to COVID-19 vaccines could be worth billions

•   World Economic Forum: This is how countries can rebuild competitive economies for people and planet

•   World Economic Forum: Achieving carbon neutrality: One company’s lessons learned

•   World Economic Forum: The results from Pfizer's vaccine trial and what they tell us

•   World Economic Forum: The circular economy could forever change how cars are made – here’s how

•   World Economic Forum: The pandemic’s effects on US jobs in charts

•   World Economic Forum: Are we really ready to tackle the climate crisis? Yes, here’s 6 reasons why

•   World Economic Forum: Should we be worried about coronavirus mutations? An expert explains

•   World Economic Forum: Here's how opinions on the impact of artificial intelligence differ around the world

•   World Economic Forum: Is the world up to the challenge of mass COVID-19 vaccination?

•   World Economic Forum: This is why we should test everyone for COVID-19

•   Brookings: Four steps to undo the harms of legacy infrastructure in the COVID-19 recovery

•   Brookings: Prioritize people, not projects: Addressing the harms of legacy infrastructure in the COVID-19 recovery

•   Brookings: Blueprints to generate economic growth and dynamism

•   Brookings: COVID-19’s legacy of debt and debt service in developing countries

•   Brookings: How political uncertainty hurts the US economy: Lessons from Italy

•   Brookings: Despair is hurting America’s labor markets

•   Brookings: Using automatic stabilization programs to fight recessions and speed recoveries

•   Brookings: More economic relief and stimulus: Why and how

•   Brookings: Democratizing innovation: Putting technology to work for inclusive growth

•   Brookings: If necessary, the U.S. should pay people to get a COVID-19 vaccine

•   Brookings: How to boost long-run growth after COVID-19

•   Brookings: Enhancing the liquidity of U.S. Treasury markets under stress

•   Brookings: A post-COVID plan for the middle class: Tax wealth not work and provide scholarships for service

•   Brookings: On the Israeli-Palestinian conflict, practical steps are more important than grand visions

•   Eurasia Group: Year in Review 2020: Europe

•   Eurasia Group: Year in Review 2020: China

•   Eurasia Group: Year in Review 2020: the Americas

•   Eurasia Group: Year in Review 2020: Middle East & North Africa

•   Eurasia Group: Israel heads toward elections (again)

•   CSIS: The Biden Administration Should Look to a Surprising Source for Climate Policy Inspiration: Australia

•   CSIS: The Latin America That Will Engage the New Administration

•   CSIS: A North Korean Human Rights Agenda for the Biden Administration

•   CSIS: Assessing the Impact of U.S.-China Technology Competition and Decoupling: Focusing on 5G

•   CSIS: Central Bank Digital Currency, Design Choices, and Impacts on Currency Internationalization

•   McKinsey:COVID-19: Implications for business

•   IEA: Electricity Market Report - December 2020

•   IEA: Oil Market Report - December 2020

•   OPEC: MOMR December 2020

•   IRENA: Making Green Hydrogen a Cost-Competitive Climate Solution

•   IRENA: Aligning Recovery with Climate Efforts in Latin America and the Caribbean

•   Wood Mackenzie: Decarbonisation key to future of Asia Pacific’s upstream industry

•   Wood Mackenzie: Solar market forges ahead in Q3 as residential installations recover and utility-scale pipeline grows

•   BNEF: Battery Pack Prices Cited Below $100/kWh for the First Time in 2020, While Market Average Sits at $137/kWh

•   IDC: India Smartphone Market Registered 42% YoY growth, Record October Shipments of 21 Million Units, says IDC India

•   Strategy Analytics: Smartphone Replacement Cycle Will Recover in 2021

•   Strategy Analytics: Xiaomi Grabs 6% Phone Share in Germany

•   Strategy Analytics: Xiaomi is No.3 in UK

•   Strategy Analytics: Just 2 of China's Top Phone Models are Non-Chinese

•   Strategy Analytics: Xiaomi 8A is India's No.1 Phone Model

•   Counterpoint: 5G Connected Cars to Grab 40% of China Market by 2025

•   Canalys: Global PC market to grow 35% in Q4 2020 and 1.4% in 2021

•   IHS Markit: Global Auto Sales Expected to Gain Momentum Next Year; 83.4 Million Light Vehicles to Be Sold In 2021, According to IHS Markit

•   IHS Markit: IHS Markit: Global Investment in Renewables to Bounce Back in Coming Year to Pre-COVID Levels

•   IHS Markit: IHS Markit Top 10 Economic Predictions for 2021: Global GDP to Increase 4.5 Percent in 2021 as Effective Vaccines Unleash New Wave of Spending

•   IHS Markit: Council on Foreign Relations President Richard Haass: Foreign Policy Challenges Facing Biden Administration “One Hell of an Inbox;” New Approaches to Climate Change and International Trade and Why Understanding Global Issues is More Vital Than Ever

•   DRAMeXchange: 【Market View】Oversupply to Continue Affecting NAND Flash Prices, with 10-15% QoQ Decline Expected in 1Q21, Says TrendForce

•   IC Insights: What To Expect From the IC Industry in 2021

•   SEMI: Semiconductor Equipment Consensus Forecast – Record Growth Ahead, SEMI Reports

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

•   한국은행: 해외경제 포커스(제2020-48호)

※   국제경제리뷰: 2021년 미국 경제 전망 및 주요 이슈, 2021년 유로지역 경제 전망 및 주요 이슈

•   한국은행: 2020년 하반기 시스템 리스크 서베이 결과

•   한국은행: 2020년 10월중 통화 및 유동성

•   한국은행: 금융통화위원회 의사록(2020년도 제25차)(2020.11.26)

•   한국은행: 2020년 11월 수출입물가지수

•   한국은행: [보도참고자료] 알기쉬운 경제이야기(일반인용) 개정발간 및 동영상 제작

•   한국은행: [보도자료] 한국은행, 미 연준과 통화스왑계약 기간 연장

•   한국은행: 2020년 3/4분기 기업경영분석

•   한국은행: [보도자료] 2020년 가계금융복지조사 결과

•   한국은행: [보도자료] 물가안정목표 운영상황 점검

•   한국은행: 2020년 11월중 거주자외화예금 동향

•   한국은행: [보도자료] 2021년중 경제통계국 작성 통계 공표 일정

•   한국은행: [현지정보] 유럽이사회, F.Elderson ECB 집행이사 임명

•   한국은행: [현지정보] 일본은행 12월 단기전망, 제조대기업 업황지수 2분기 연속 개선

•   한국은행: [동향분석] 미국 연준과 금융당국의 기후변화 대응

•   한국은행: [현지정보] 일본정부, 코로나19 감염 확산으로 정책대응 강화

•   한국은행: [현지정보] 12월 FOMC 회의결과에 대한 금융시장 반응 및 시장참가자들의 평가

•   한국은행: [현지정보] 미 재무부, 2020년 하반기 환율보고서 발표

•   한국은행: [현지정보] 2020.12월 FOMC 회의 결과

•   한국은행: The Excess Sensitivity of Long-term Interest rates and Central Bank Credibility

•   국제금융센터: [글로벌] 주간 Global Opinions(12.7~13)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.14)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(12.14)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.15)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.16)

•   국제금융센터: [전망 `21 ④] 2021년 미 국채시장 전망

•   국제금융센터: [은행] 신흥국 국가별 은행리스크 점검

•   국제금융센터: 12월 FOMC 결과 및 평가

•   국제금융센터: [전망 `21 ⑤] 2021년 국내 외환시장 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.17)

•   국제금융센터: `20.12월 美 재무부 환율보고서의 주요 내용

•   국제금융센터: 최근 미중 금융갈등 현황 및 전망

•   국제금융센터: [전망 `21 ⑥] 2021년 미국 통화정책 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.18)

•   kotra: 페루 정부, 코로나19 확산세 감소에 따라 각종 업무재개 추진

•   kotra: AEI가 제시하는 바이든 행정부의 통상 당면과제

•   kotra: 미-중 무역전쟁 및 코로나 19로 인한 GVC 변화요구와 베트남 진출기업 영향

•   kotra: [기고] 자동차산업, 변화는 또 다른 기회

•   kotra: [기고] 코로나 이후의 물류 변화와 대응방안

•   kotra: 2020년 팬데믹 속의 러시아 경제 변화와 성과

•   kotra: 미국, 신행정부의 에너지 정책 전망

•   kotra: 유럽 수소 주간 참관기 ①

•   kotra: [기고] 중국 현지에서 본 글로벌 물류비용 고공 상승

•   kotra: 미국, 직장 내 코로나19 백신 접종 의무화와 백신 패스포트

•   kotra: 2021년 포스트코로나 시대 속의 러시아 거시경제 전망

•   kotra: 멕시코 건설산업 정보

•   kotra: 미국의 탈탄소사회 계획 및 전망

•   kotra: 독일 기계 설비 산업

•   kotra: 폴란드 제조업 분야, 로봇화 가속화될 전망

•   kotra: 2020년 베트남 경제, 2분기 부진을 4분기가 하드캐리

•   kotra: 인도 산업 개관

•   통계청: 2019년 영리법인통계 결과(잠정)

•   통계청: 2019년 기업활동조사 결과(잠정)

•   통계청: 2019년 건설업조사 결과[기업실적 부문]

•   통계청: 2020년 가계금융복지조사 결과

•   통계청: 2019년 기업특성별 무역통계 결과

•   대외경제정책연구원: 2020년도 APEC의 코로나19 대응 협력과 정상회의 결과에 대한 시사점

•   EMERiCs: [이슈트렌드] 인도, 코로나19 백신 확보 위해 총력 대응

•   EMERiCs: [이슈트렌드] 스리랑카, 전력 에너지 확보에 주력

•   EMERiCs: [이슈트렌드] 아세안, 코로나19 재 확산으로 백신 확보에 총력

•   EMERiCs: [이슈트렌드] 아세안, RCEP 체결 후 CPTPP 확대 가능성 점검

•   EMERiCs: [이슈트렌드] 인도네시아, 에너지 자급력 강화 계획

•   EMERiCs: [이슈트렌드] 러시아 코로나19 백신, 본격적으로 공급 시작

•   EMERiCs: [이슈트렌드] 러시아-유럽연합, 2021년에도 상호 제재 이어갈 듯

•   EMERiCs: [이슈트렌드] 남아공, 최악의 경제 위기에서 회복 조짐...구조적 취약성은 여전히 문제

•   EMERiCs: [이슈트렌드] 콜롬비아, 3/4분기 경제 위축... 1999년 이후 최초의 마이너스 성장

•   EMERiCs: [이슈트렌드] 베네수엘라, 국회 반대에도 의원 선거 개최... 국내외 비난 이어져

•   EMERiCs: [이슈트렌드] 아르헨티나, 2020년 –10.9% 경제 성장 전망... 코로나19와 경기 침체로 빈곤율 44% 기록

•   EMERiCs: [이슈트렌드] EU, 동지중해 문제로 터키 제재 논의... 터키는 반론 제기하며 갈등 지속

•   EMERiCs: [동향세미나]최근 중국 회사채 디폴트 급증의 특징과 향후 전망

•   EMERiCs: [동향세미나]미국, 중국 신장위구르자치구의 면화·면제품 수입 금지

•   EMERiCs: 팬데믹으로 상승한 中 제조업 수출의 향후 전망

•   EMERiCs: 中 외환보유액 대폭 증가, 외자·무역·증시 호조 영향

•   EMERiCs: 中 증시 30주년, 현 주소와 향후 전망

•   EMERiCs: 미국이 주도하는 글로벌 반도체 시장과 중국 반도체 굴기의 향방

•   EMERiCs: 중국의 디지털 경제 성장전략과 EU의 대응 및 우리에 대한 시사점

•   EMERiCs: 中, 올해 5G 통신산업 전년 대비 128% 성장

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제20-25호)

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2020.12.18)

•   조세재정연구원: 2020 미국 대통령 후보 재정조세 선거공약 비용 비교

•   국회입법조사처: 바이든 행정부의 대외정책 기조에 따른 미국의 국제적 역할 변화 전망과 한국의 대응방향

•   국회입법조사처: [현안브리핑 제36호] 코로나19 대응 국내·외 동향

•   국회입법조사처: OECD 디지털세 논의동향과 대응방안

•   금융연구원: 금융브리프 29-24

•   하나금융경영연구소: "코로나19"가 가져온 소비 행태의 변화 Ⅱ

•   우리금융경영연구소: 20.3Q 상장 중소규모 기업의 실적 동향과 시사점

•   KDB미래전략연구소: 주간 KDB리포트(2020.12.14)

•   KDB미래전략연구소: 전세계 국가개발은행의 자금조달 현황

•   KB: 12월 14일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』 조사결과

•   건설산업연구원: 스마트시티 추진 동향과건설산업의 대응 방향

•   건설산업연구원: 건설동향브리핑 786호

•   LH토지주택연구원: 부동산시장동향보고서 2020년 12월호

•   국가안보전략연구원: 바이든 시대 미중 전략경쟁과 한미동맹

•   대한상의: 국제비교로 본 우리 기업의 신진대사 현황과 정책 시사점 연구

•   전경련: 글로벌 유니콘 기업 분석 및 시사점

•   전경련: 중간재(부품소재) 교역으로 본 코로나19 이후 주요국 GVC 재편 추이

•   한국경제연구원: 코로나 충격에도 선방한 기업투자, 불확실성 확대에 차입은 급증

•   한국경제연구원: 늙어가는 한국 제조업…일본보다 2.9배 빠르게 고령화

•   한국경제연구원: 한국 산업재해 기업처벌 이미 주요국 최고 수준, 처벌 강화 효과 의문

•   한국경제연구원: 19년 간 상속세부담 7.1배 증가, 분할납부 기간 확대로 부담 줄여야

•   한국신용평가: 현대중공업지주㈜ , 두산인프라코어㈜ 인수에 대한 한신평의 의견 - 두산인프라코어㈜, Watchlist 미확정검토 등록 - 두산그룹 및 현대중공업그룹 신용도에 대한 FAQ

•   한국신용평가: [2021 IO] 종합: Post Covid19, 산업별 회복속도는 차별화된다

•   한국신용평가: [2021 IO] 건설: 외풍에 버티는 Key - 주택사업과 재무완충력

•   한국신용평가: [2021 IO] 민자발전: 영업환경 변동성 확대, 업체별 차별적 영향에 주목

•   한국신용평가: [2021 IO] 메모리반도체: 상승 Cycle 재개, 우수한 영업실적 지속

•   NICE신용평가: 2021 산업위험 등급 평가

•   한국기업평가: 2021년 Industry Credit Outlook - 코로나19의 부정적 영향, 저점은 지났으나 회복의 폭과 속도는 불확실

•   한국기업평가: 2021년 Industry Credit Outlook(반도체)

•   한국기업평가: 2021년 Industry Credit Outlook(건설)

•   한국기업평가: 2021년 Industry Credit Outlook(민자발전)

•   한국기업평가: 두산인프라코어 매각 우선협상자 선정에 대한 KR의 견해 - 두산중공업, 두산인프라코어, 현대중공업지주 신용도 관련 의견

•   DIGIECO: 글로벌 IT 업체 동향

•   농촌경제연구원: [e-세계농업] 제6호 (2020년 12월)

•   기재부: 제6회 기후변화대응사업 세미나 개최

•   기재부: 2020년 재정운용 심포지엄 개최

•   기재부: [보도참고] '20.11월 고용동향

•   기재부: [보도설명] 2020.12.16(수) 한겨레 「재난지원금 확대 4조 웃돌 가능성」, 서울신문 「재난지원금 4조 웃돌듯」 기사 관련

•   기재부: [보도참고] 2020년 세계경제포럼(WEF) 코로나 위기 특별판 보고서 발표

•   기재부: [보도참고] 미국 재무부, 환율보고서 발표

•   기재부: 「2021년 경제정책방향」 발표

•   기재부: 2020년 3분기 해외직접투자 동향

•   기재부: [보도참고] 2020년 12월 최근 경제동향

•   기재부: [보도설명] 2020.12.20(일) 연합뉴스 「임대료 직접지원 3차 지원금에 포함 검토...3차지원금 4조 넘을듯」 기사 관련

•   산업부: 2020년 11월 자동차산업 월간 동향

•   산업부: 「2020년 중견기업 실태조사」결과 발표

•   산업부: (설명자료)정부는 2050 탄소중립 이행을 위해 보다 과감한 석탄발전 감축과 함께 단계적 원전 감축을 추진중임(중앙일보, 12.16일자 보도에 대한 설명)

•   산업부: (참고자료)원가연계형 요금제 등 합리적 전기요금 체계개편안 확정

•   산업부: (설명자료)탈원전 추진에 따른 전기요금 인상요인을 국민에게 전가하려는 목적으로 전기요금 체계개편안을 마련한 것이 아님(서경, 조선, 한경, 중앙 12.18일 보도에 대한 설명)

•   산업부: 한-인도네시아 포괄적 경제 동반자협정(CEPA) 정식 서명

•   국토부: 규제지역 지정 및 실거래 조사·현장단속 강화

•   국토부: 새만금, 탄소중립의 중심지로 추진한다

•   환경부: 제3차 국가 기후변화 적응대책 수립…기후안심 국가 구현

•   환경부: 기후위기 대응을 위한 미래 청사진, 2050 탄소중립 비전 확정

•   노동부: 고용행정 통계로 본 ’20.11월 노동시장 동향

•   금감원: ′20.10월말 국내은행의 원화대출 연체율 현황[잠정]

•   법무부: 「공정경제 3법」관계부처 합동 브리핑 개최

[Magazines]

•   Economist: Covid-19 in 2020 - The year when everything changed

•   Economist: Taming big tech - America and Europe clamp down on big tech

•   Economist: Ten years after the Arab spring - Why democracy failed in the Middle East

•   Economist: Admiration nation - Which is The Economist’s country of the year?

•   Economist: The Vatican’s finances have been squeezed by covid-19

•   Economist: Locked and loaded - The EU gives itself a weapon to battle against rule-of-law violations

•   Economist: Brexit negotiations - Britain and the EU edge closer to a trade deal

•   Economist: Trade - Will Brexit cause disruption in Britain’s ports?

•   Economist: Brown v broad - Big oil’s diverging bets on the future of energy

•   Economist: Quantum for quants - Wall Street’s latest shiny new thing: quantum computing

•   Economist: Froth or fundamentals? - What explains investors’ enthusiasm for risky assets?

•   Economist: What if a gold standard were still in use?

•   Economist: Free exchange - Is a wave of supply-chain reshoring around the corner?

•   Economist: Data storage - Magnetic tape has a surprisingly promising future

•   Forbes: High U.S. Stock Market Valuations Not A Headwind

•   Fortune: COVID vaccines are coming—but it might be too late for the housing market

•   Fortune: COVID-19 Vaccine: Why machine learning is needed to make the vaccine rollout work

•   Fortune: Why the unemployment system is broken and how Biden plans to fix it

•   Bloomberg Businessweek: GM’s Bet to Take on Tesla (TSLA): An Electric Hummer

•   Bloomberg Businessweek: Covid Pandemic: U.S. Governors Who ‘Bent the Curve’ Prepare for Dark Winter

•   Bloomberg Businessweek: Facebook (FB) Antitrust Case Has Much Different Goal Than Google’s (GOOGL)

•   Bloomberg Businessweek: Covid Vaccine: Businesses Hope Immunity Passports Will Boost Economies

•   Time: Why Japan, Once a COVID-19 Success Story, Faces the Prospect of a Dark, Deadly Winter

•   Atlantic: The Things Trump Got Right

•   Atlantic: What Trump Is Doing to the Country Right Now

•   Atlantic: Trump Failed to Protect America

•   Atlantic: Trump's Attempted Coup Is Dangerous

•   Atlantic: Trump Is Losing His Mind

•   Atlantic: Trump's NDAA Veto Is a Lost Cause

•   Atlantic: What’s the Point of a Cabinet?

•   Atlantic: The Ghosts Who Haunt the South China Sea

•   Foreign Policy: Why Did the U.S. Designate Switzerland and Vietnam Currency Manipulators?

•   Foreign Policy: Why India’s Farmers Won’t Stop Protesting Against Modi's New Agricultural Reforms

•   Foreign Policy: China Is Gnawing at Democracy’s Roots Worldwide

•   Foreign Policy: Progressives Try to Sway Biden on Top Foreign-Policy Jobs

•   Foreign Policy: China Won’t Rescue Iran

•   Foreign Policy: From Teenage Protester to Prisoner, the Arab Spring Changed My World Forever

•   Foreign Policy: Arab Dignity Is Real. So Is Arab Failure.

•   Foreign Policy: The Arab Spring Showed the People Want Democracy, but the World Failed Them

•   Foreign Policy: Biden Should Discard Obama's Brutal Drone Strategy

•   Foreign Policy: Why Pulling Back From Turkey Might Be the Best Way to Repair Ties in the Long Run.

•   Foreign Policy: Blinken Is Good Enough

•   Foreign Policy: China Is Failing at Making Semiconductor Chips, Showing Success of U.S. Sanctions

•   Foreign Affairs: Competition With China Could Be Short and Sharp

•   Foreign Affairs: The Southeast Asian Crucible

•   Foreign Affairs: Drones Are Destabilizing Global Politics

•   Barron's: The Only Coal ETF Is Closing. What It Means for Investors.

•   Barron's: Hard Brexit: Why Investors Are Misreading the Chances of a No-Deal Scenario

•   MIT Technology Review: “None of us were ready” to manufacture genetic vaccines for a billion people

•   MIT Technology Review: US states are suing Google: here’s what you need to know

•   MIT Technology Review: 40 more states have targeted Google with its third antitrust lawsuit in two months

•   Power Magazine: GE All-in to Fight Climate Change, Urges Accelerated Replacement of Coal Power

•   Power Magazine: New Generator Technology Cuts Emissions, Embraces Sustainability

•   Windpower Monthly: Wind balances Danish grid for first time

•   Windpower Monthly: EU energy infrastructure proposals 'jeopardise carbon neutrality goals'

•   Windpower Monthly: Japan targets up to 45GW offshore wind by 2040

•   Windpower Monthly: Vestas closes deal to buy out MHI from offshore wind venture

•   Windpower Monthly: Vestas invests in CIP to expand project development capability

•   Science: The coronavirus may sometimes slip its genetic material into human chromosomes—but what does that mean?

•   Science: As COVID-19 vaccines emerge, a global waiting game begins

•   Science: Messenger RNA gave us a COVID-19 vaccine. Will it treat diseases, too?

•   Nature: How COVID-19 is changing the cold and flu season

•   Nature: Why many countries failed at COVID contact-tracing — but some got it right

•   매경이코노미: 자산시장 버블감별법

•   매경이코노미: 거시경제서 버블 징후 찾는 법-유동성 확대에도 실물경제는 무덤덤 ‘질 나쁜’ 대출 증가…최고의 경계 신호

•   매경이코노미: 증시 거품징후는-버핏지수 100%·인플레 2%…버블 신호 “PDR 등 새 지표 등장 때 거품” 경고도

•   매경이코노미: 부동산 거품 징후는-집담보대출 급증·HAI 떨어지면 ‘주의’ 낙찰률·낙찰가율 동반 하락하면 ‘거품’

•   매경이코노미: 기업 임원 세대교체-1970년대생이 몰려온다

•   매경이코노미: E·S·G, 재계 인사 新트렌드-거센 女風…부사장 늘려 CEO풀 확보

•   한경비즈니스: [프리뷰]단숨에 ‘글로벌 키 플레이어’로…정의선 회장의 로봇 승부수

•   한경비즈니스: ‘디지털 경제의 승자’ 된 비트코인…2021년 얼마까지 오를까?

•   한경비즈니스: ‘차이나 라이징’…눈여겨봐야 할 중국 고성장 주식

•   한경비즈니스: 코스피 3000 시대 열린다…2021년 ‘톱픽’은 삼성전자

•   한경비즈니스: “내년도 ‘미친 집값’”…주택 시장 유망지역 핀셋 추천

•   한경비즈니스: RCEP 서명의 의미와 불확실한 통상의 미래 [강문성의 경제 돋보기]

•   이코노미조선: 글로벌 기업·투자자 러브콜 받는 ‘탄소 네거티브’…“必 탄소중립 시대의 혁신가가 돼라”

•   이코노미조선: 탄소 시장 안내서

•   이코노미조선: 이산화탄소를 돌로 만드는 세계 최대 DAC 공장 건설

•   이코노미조선: 4차 산업혁명 기술 활용해 황무지를 울창한 숲으로

•   이코노미조선: 탄소 제거 이끄는 탄소 모니터링 기업 美 ‘파차마’ 인공위성·AI·라이다로 전 세계 숲과 탄소 데이터 분석

•   이코노미조선: “탄소 줄일 기술 찾는다”…‘兆 단위 투자’ 아마존·MS

•   이코노미조선: 기업 KPI에 탄소중립 연계하라…선택 아닌 생존 문제

•   이코노미조선: “유통기한처럼 탄소 라벨 붙을 것…더 센 규제 온다”

•   이코노미조선: “수소차 시대 곧장 안 온다. 바이오에탄올 연료 거쳐야”

•   이코노미조선: 中 공산당, 플랫폼 기업에 칼 휘두르다

•   주간조선: 세계 3위서 7위로? 또 추락한 부산항, 칭다오항에도 밀리나

•   이코노미스트: [투자업계 리더들이 본 스타트업 & 한국 경제] “2021년엔 바이오·AI·이커머스에 투자 집중할 계획”

•   이코노미스트: [스타트업 투자자 20명이 진단한 ‘한국 경제’ | 액셀러레이터 10곳, VC 10곳 대상 온라인 설문] 한국 스타트업 생태계 펀더멘털 강해

•   이코노미스트: [스타트업 투자자 20명이 진단한 ‘한국 경제’ | 액셀러레이터 10곳, VC 10곳 대상 온라인 설문] 2021년 바이오·AI·이커머스 투자 집중

•   이코노미스트: [스타트업 투자자 20명이 진단한 ‘한국 경제’ | 액셀러레이터 10곳, VC 10곳 대상 온라인 설문] 2021년 CVC 원년, 투자업계 기대감 높아

•   이코노미스트: [벤처투자시장 견인차 기대 ‘기업형 벤처캐피털(CVC)’] 2021년 원년 맞는 CVC(기업형 벤처캐피털) 활약 커질까

•   이코노미스트: [이종우 증시 맥짚기] 전례 없던 시황이 벌어지고 있다

•   이코노미스트: [백프로 환율 돋보기] 깊어진 달러화 약세의 빛과 그림자

•   주간한국: ‘탄소중립’ 산업계 新패러다임 대두

•   이코노믹리뷰: [해외부동산 新남방시대①] 베트남 고속성장, K건설이 '뿌리'

•   이코노믹리뷰: [해외부동산 新남방시대②] ‘40조’ 인도네시아 新수도를 노려라

•   이코노믹리뷰: [해외부동산 新남방시대③] 기회의 땅 ‘남방’...선택과 집중해야

•   월간로봇기술: 유일시스템, 협동로봇 출시로 로봇 라인업 강화

[Books]

•   FT: How autocracies endure

•   Bloomberg: The Best Nonfiction Books of 2020

•   Project Syndicate: PS Commentators’ Best Reads in 2020

•   매경: 쇳물처럼 뜨겁게 일해온 블루칼라…`갈라진 미국` 을 향한 외침

•   매경: 수학·물리학으로 `증시 원리` 꿰뚫다

•   매경: [Books&Biz] 넷플릭스 보며 재택근무하는 당신…일자리를 위협받고 있다

•   한경: [주목! 이 책] 위기의 대한민국을 논하다

•   조선: [박소령의 올댓 비즈니스] 내겐 올해 최고의 회고록

•   동아: [책의 향기]결함 많은 자본주의가 살아남은 비결은?