Joker's Google Blog: Business Intelligence Monitor Weekly 210104~210110

[Reports]

• AEA: Robots and Firms

• AEA: Global Supply Chains in a Pandemic

• AEA: Cutting Global Value Chains To Safeguard Against Foreign Shocks?

• AEA: Optimal Fiscal and Monetary Policy with Distorting Taxes

• AEA: Shotgun Wedding: Fiscal and Monetary Policy

• AEA: Fiscal-Monetary Interactions in a Low Rate World

• IMF: Top 10 Blogs of 2020

• IMF: The Jobs of Tomorrow

• IMF: IMF Staff Completes 2020 Article IV Mission to Indonesia

• IMF: People’s Republic of China : 2020 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for the People's Republic of China

• World Bank: COVID 19: Debt Service Suspension Initiative

• World Bank: Global Economy to Expand by 4% in 2021; Vaccine Deployment and Investment Key to Sustaining the Recovery

• World Bank: Iran Economic Monitor, Fall 2020: Weathering the Triple-Shock

• OECD: Consumer Prices, OECD - Updated: 7 January 2021

• WTO: Trade policy review -India2021

• White House: Executive Order Addressing the Threat Posed By Applications and Other Software Developed or Controlled By Chinese Companies

• Biden Transition Website: Statement by President-elect Joe Biden on the Results of the Georgia Senate Run-off Election

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

• Biden Transition Website: President-elect Biden Announces Additional Key Members of His Economic and Jobs Team

• USTR: USTR Releases Findings in DST Investigations

• USTR: Suspension of Tariff Action in France Digital Services Tax Investigation

• European Commission: Commission proposes to purchase up to 300 million additional doses of BioNTech-Pfizer vaccine

• European Commission: European Commission authorises second safe and effective vaccine against COVID-19

• European Commission: Questions and Answers: COVID-19 vaccination in the EU

• Fed: Minutes of the Federal Open Market Committee, December 15-16, 2020

• Fed: Optimizing Credit Gaps for Predicting Financial Crises: Modelling Choices and Tradeoffs

• Fed: Speech by Vice Chair Richard H. Clarida - U.S. Economic Outlook and Monetary Policy

• FRBNY: The International Spillover of U.S. Monetary Policy via Global Production Linkages

• St. Louis Fed: Industrial Connectedness and Business Cycle Comovements

• St. Louis Fed: More Irrational Exuberance? A Look at Stock Prices

• St. Louis Fed: The Pandemic’s Impact on Municipal Bonds

• ECB: Economic Bulletin Issue 8, 2020

• NBER: The Long-Term Impact of the COVID-19 Unemployment Shock on Life Expectancy and Mortality Rates

• NBER: Answering the Queen: Machine Learning and Financial Crises

• NBER: Sovereign Debt Standstills

• NBER: Advanced Technologies Adoption and Use by U.S. Firms: Evidence from the Annual Business Survey

• NBER: Who Will Fill China's Shoes? The Global Evolution of Labor-Intensive Manufacturing

• NBER: Measuring Unemployment in Crisis: Effects of COVID-19 on Potential Biases in the CPS | NBER

• NBER: Cities, Productivity, and Trade

• CEPR: CEPR Discussion Papers 03 January 2020

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

• World Economic Forum: Chart of the day: How do the different COVID-19 vaccines work?

• World Economic Forum: What is a CSO and does every company need one?

• World Economic Forum: How COVID-19 accelerated the shift towards TradeTech

• World Economic Forum: Coal demand has seen its biggest drop since World War II. But it’s not all good news

• World Economic Forum: Earth could cross the global warming threshold as soon as 2027

• World Economic Forum: Why COVID-19 could signal change on the Korean peninsula

• Brookings: Invoke the 25th Amendment–Now

• Brookings: Will Trump be removed from power after Capitol attack?

• Brookings: Around the halls: How leaders and publics around the world are reacting to events at the Capitol

• Brookings: No, it’s not a coup — It’s a failed ‘self-coup’ that will undermine US leadership and democracy worldwide

• Brookings: The ‘thugs’ that stormed the Capitol just joined a long list of others

• Brookings: How Biden can rebuild a divided and distrustful nation

• Brookings: Why the United States should compete with China on global clean energy finance

• Brookings: Social and development impact bonds by the numbers

• Brookings: Four lessons for U.S. legislators from the EU Digital Services Act

• Brookings: Biden must make China more accountable for its Belt and Road Initiative

• Brookings: COVID-19 in the Americas: North-South differences and the labour market channel

• Brookings: What Brookings experts are saying about the breakthrough in the Gulf crisis

• Brookings: Last night in Georgia, Black Americans saved democracy

• Brookings: The top economic issues in 2021

• Brookings: Hutchins Roundup: School spending, trade within the EU, and more

• Eurasia Group: Red Herrings

• Eurasia Group: TOP RISKS 2021

• CSIS: A Trade Policy for the 20s, Continued

• CSIS: The EU’s Investment Agreement with China Is a Diplomatic Opportunity

• CSIS: GCC Rift over Qatar Comes to an End

• CSIS: The Biden Transition and U.S. Competition with China and Russia: The Crisis-Driven Need to Change U.S. Strategy

• CSIS: Making America Great? Global Perceptions of China, Russia, and the United States: The International Scorecard

• McKinsey:COVID-19: Implications for business

• OPEC: 13th OPEC and non-OPEC Ministerial Meeting concludes

• Wood Mackenzie: Europe's Green Deal and pandemic recovery to take centre stage in 2021

• IDC: IDC Forecasts Worldwide Market for Used Smartphones to Reach 351.6 Million Units with a Market Value of $65 Billion in 2024

• Strategy Analytics: Xiaomi’s Mi 10i 5G Launched in India

• Strategy Analytics: Car Wars 2021

• Counterpoint: Samsung Galaxy S21 Facing Challenges Ahead of Intensifying Competition and Uncertain 2021

• IHS Markit: Increase in COVID-19 Cases Spur Decline in Small Business Jobs and Wage Growth

• DRAMeXchange: 【Market View】Global Smartphone Production Expected to Reach 1.36 Billion Units in 2021 as Huawei Drops Out of Top-Six Ranking, Says TrendForce

• IC Insights: China Forecast to Fall Far Short of its “Made in China 2025” Goals for ICs

• 한국은행: 해외경제 포커스(제2021-1호)

※ 국제경제리뷰: 코로나19 이후 유로지역 내 경제력 격차 현황 및 시사점

• 한국은행: 2020년 12월말 외환보유액

• 한국은행: 2020년 3/4분기 자금순환(잠정)

• 한국은행: 2020년 11월 국제수지(잠정)

• 한국은행: 2020년 12월 이후 국제금융·외환시장 동향

• 한국은행: 금융통화위원회 의사록(2020년도 제27차)(2020.12.24)

• 한국은행: [조사연구] 2021년 중국 경제전망 및 주요 이슈

• 한국은행: [현지정보] 영국 정부, 잉글랜드 전역 대상 이동제한조치(3차) 재실시 계획 발표

• 한국은행: [현지정보] 2020년중 중국-홍콩 금융시장간 연계투자 현황

• 한국은행: [현지정보] 중국 12월 PMI 소폭 하락

• 한국은행: [현지정보] 위안화 환율 6.4위안대로 하락

• 한국은행: [현지정보] 2020년 12월 FOMC 회의 의사록 내용

• 한국은행: [현지정보] 최근 중국내 코로나19 감염자 증가

• 국제금융센터: [글로벌] 주간 Global Opinions(12.28~1.3)

• 국제금융센터: 코로나19 관련 동향 및 해외시각(1.4)

• 국제금융센터: [은행] 글로벌 은행권 주간 동향(1.4)

• 국제금융센터: [Fund Flow] 글로벌 펀드자금, 선진국 채권펀드를 중심으로 유입 지속

• 국제금융센터: 코로나19 관련 동향 및 해외시각(1.5)

• 국제금융센터: 주요 투자은행의 아시아 주요국 경제지표 전망(2020.12월말 기준)

• 국제금융센터: 주요 투자은행의 세계경제 및 주요국 성장률 전망(2020.12월말 기준)

• 국제금융센터: 코로나19 관련 동향 및 해외시각(1.6)

• 국제금융센터: 코로나19 관련 동향 및 해외시각(1.7)

• 국제금융센터: 코로나19 관련 동향 및 해외시각(1.8)

• 국제금융센터: [Fund Flow] 글로벌 펀드자금, 신흥국 주식펀드 유출 전환

• kotra: 주요국 그린뉴딜 정책의 내용과 시사점

• kotra: 체코, 주에너지원 석탄 종료 다가온다

• kotra: 일본, 긴급사태선언 재발령

• kotra: 유럽 전기차 배터리 시장동향

• EMERiCs: [이슈트렌드] 말레이시아, 친환경 에너지 확대 위한 노력

• EMERiCs: [이슈트렌드] 인도네시아의 제조업 육성 계획, 전기차와 RCEP

• EMERiCs: [이슈트렌드] 이란, 경제적 고립 상황에서 코로나19 대응 위한 국산 백신 개발

• EMERiCs: [이슈트렌드] 남아프리카공화국, 코로나19 변이 바이러스 등장으로 방역 조치 다시 강화

• EMERiCs: [이슈트렌드] 아르헨티나, 러시아산 코로나19 백신 접종 개시

• EMERiCs: [이슈트렌드] 콜롬비아, 코로나19로 인한 경제 부진 지속

• EMERiCs: [이슈트렌드] 터키, 영국과 FTA 체결... "EU 관세동맹 이후 가장 중요한 협정"

• EMERiCs: 2021년, 中 자동차 업계 전망

• EMERiCs: 홍콩 등 中 대도시 상업용 부동산 시장 침체, 2021년 회복할까

• EMERiCs: 中 2021년 경제 성장률 및 거시정책 운용 전망

• EMERiCs: 中 반독점 규제 강화에 떨고 있는 ‘IT 공룡’, 황금기 끝날까?

• EMERiCs: 中 로봇산업, 10년간 투융자액 천억 위안 돌파

• 수출입은행 해외경제연구소: '20 월간 국내외 거시경제 동향 12월호

• 수출입은행 해외경제연구소: 패러다임 변화를 맞이하고 있는 자동차 산업

• 수출입은행 해외경제연구소: 미 바이든 정부의 경제정책이 우리나라 수출에 미치는 영향

• 에너지경제연구원: 에너지포커스 2020년 겨울호 (제17권 제4호, 통권78호)

• 에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제21-01호)

• 에너지경제연구원: [격주간] 세계 원전시장 인사이트(2021.1.8)

• 한전경영연구원: KEMRI 전력경제 REVIEW 제1호

• 현대경제연구원: 2021년 한국 경제의 10대 키워드 - WITH CORONA

• 하나금융경영연구소: 하나금융포커스 [제10권 27호]

• 우리금융경영연구소: 위험자산 가격, 숨고르기 장세 예상 - 1월 금융시장 브리프

• KDB미래전략연구소: 주간 KDB리포트(2021.1.4)

• KDB미래전략연구소: 탄소 크레딧 메카니즘 현황

• KDB미래전략연구소: 에너지 효율화를 위한 에너지 하베스팅

• KB: 1월 4일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』 조사결과

• 건설산업연구원: 2020년 12월 건설기업경기실사지수

• 건설산업연구원: 건설동향브리핑 789호

• 국가안보전략연구원: 2021년 동아시아 국제질서 전망

• 전경련: 전경련, 중대재해기업처벌법 부작용 우려

• 전경련: 중대재해기업처벌법 국회 통과 관련 논평

• 경총: 경총, '중대재해기업처벌법안(정부부처 협의안)'에 대한 경영계 입장 국회 법사위 제출

• 기재부: [보도참고] '21.1월 세계은행(WB) 세계경제전망 발표

• 기재부: 제25차 비상경제 중앙대책본부 회의 겸 제8차 한국판 뉴딜 관계장관회의 개최

• 기재부: 20년 세법개정 후속 시행령 개정안

• 산업부: 21년부터 국내에서도 재생에너지 구매가 가능해진다!

• 산업부: 올해도 반도체가 우리 경제의 활력회복 이끈다

• 산업부: (설명자료)정부는 태양광·풍력 산업생태계가 글로벌 경쟁력을 확보할 수 있도록 적극 지원해 나갈 계획임 (서울경제 1.5일자 보도에 대한 설명)

• 산업부: (참고자료)’20년 조선업 수주, 세계1위

• 국토부: '21년 1분기(1월~3월) 전국 아파트 80,387세대, 서울 아파트 11,370세대 입주 예정

• 국토부: 코로나-19 불확실성 속에서도 해외건설 351억불 달성

[Magazines]

• Economist: American politics - Trump’s legacy—the shame and the opportunity

• Economist: After the insurrection - The terrible scenes on Capitol Hill illustrate how Donald Trump has changed his party

• Economist: So sweet and clear - Two stunning victories for Democrats in Georgia upend the Senate

• Economist: Congress is moving to block goods made with the forced labour of Uyghurs

• Economist: The pandemic - Who should get the jab?

• Economist: The great task

• Economist: What explains bitcoin’s latest boom?

• Economist: Global trade - How to deal with China

• Economist: Time out - Too many African countries are letting presidential term limits slip

• Economist: Repairing the transatlantic rift will be tricky

• Economist: Far-right parties in Europe tend to rise—and fall

• Economist: The pandemic - Britain’s vaccine roll-out races the covid-19 virus

• Economist: How understanding light has led to a hundred years of bright ideas

• Economist: Solar power - How governments spurred the rise of solar power

• Economist: From the universe to the dataverse

• Economist: Why lasers are so brilliantly useful

• Economist: Illumination at the limits of knowledge

• Economist: Deutschland AG continues to pour billions into China

• Economist: America v China Inc - NYSE boots out Chinese telecoms firms—then it doesn’t, then does

• Economist: The Fiat Chrysler-PSA mega-merger may give rise to a carmaking star

• Economist: An M&A revival - Corporate nuptials are back on

• Economist: Energy companies give the Arctic the cold shoulder

• Economist: Bartleby - The science of networking

• Economist: The markets in 2021 - Why the crazy upward march in stock prices might just continue

• Economist: Buttonwood - Why stocks are still cheap relative to bonds

• Economist: Cryptocraze - Is the financial establishment coming round to bitcoin?

• Economist: An expanding pool - Investors start to pay attention to water risk

• Economist: Burying the dead - China wants to delist its own companies: the bad ones

• Economist: Covid-10trn - What is the economic cost of covid-19?

• Economist: Could the pandemic cause economists to rethink welfare?

• Forbes: Disappearing Billionaires: Jack Ma And Other Chinese Moguls Who Have Mysteriously Dropped Off The Radar

• Forbes: CES 2021: Seven Trends To Watch For At The Virtual Show Where Virtually Anything Is Possible

• Forbes: Elon Musk Is Now The Richest Person In The World, Officially Surpassing Jeff Bezos

• Forbes: Two People Have Died From Covid-19 In Every Minute Of 2021

• Forbes: Predictions For 2021: Auto Sales Improve, Tesla Meets Its Match

• Forbes: How The Covid-19 Virus Changes

• Forbes: Here’s The Biggest Risk For The Stock Market This Year, According To Morgan Stanley Experts

• Forbes: Housing Lessons From Covid-19: Making Stuff Up

• Forbes: The Countries Leading The Covid-19 Vaccination Race [Infographic]

• Forbes: What Will A Narrow Democratic Congress Mean For Joe Biden’s Tax Agenda?

• Forbes: We Looked At How The Stock Market Might Perform If Democrats Sweep Georgia—And The Results Aren’t What You Think

• Fortune: Pfizer-BioNTech's overlooked third partner Fosun will distribute vaccine in China

• Fortune: Sinovac's spotty corporate history may haunt 78% effective COVID-19 vaccine

• Fortune: Vaccine distribution: How A.I. and blockchain can speed up COVID vaccinations

• Fortune: COVID-19: The pandemic recession may kill more Americans than the COVID virus will

• Fortune: By this measure the recovery is 10 times faster than the Great Recession—but it's missing something

• Fortune: Will the vaccines work against the South African variant of COVID-19?

• Bloomberg Businessweek: The GOP Dilemma: When Was the Right Time to Part Ways with Trump?

• Bloomberg Businessweek: The Trashing of American Democracy

• Bloomberg Businessweek: The Great Copper Boom Is Running on Scrap

• Time: How Trump's Effort to Steal the Election Tore Apart the GOP

• Time: Why the U.S. Needs to Overcome Its Vaccine Rollout Hurdles

• Time: Too Many Americans Still Mistrust the COVID-19 Vaccines. Here's Why

• Atlantic: The Next Phase of Vaccination Will Be Even Harder

• Atlantic: Europe's Populists Finally Break With Trump

• Atlantic: Is This How Greatness Ends in Donald Trump's America?

• Atlantic: The Most Reliable Pandemic Number Keeps Getting Worse

• Atlantic: What Trump and His Mob Taught the World About America

• Atlantic: Multiracial Democracy Is 55 Years Old. Will It Survive?

• Atlantic: How Trump Rallies Predicted the Capitol Attack

• Atlantic: The Bigger Threat Was Always Domestic

• Atlantic: Some Pro-Trump Rioters Wanted More Violence

• Atlantic: Trump Is Still Dangerous

• Atlantic: This Is a Coup

• Atlantic: Impeach Trump Again

• Atlantic: The Whole Point of the 25th Amendment

• Atlantic: The Problem With a 50–50 Senate

• Atlantic: The Price of a Failed Impeachment

• Foreign Policy: U.S. Diplomats Call for Trump's Ouster After Capitol Riot

• Foreign Policy: America Can’t Promote Democracy Abroad. It Can’t Even Protect It at Home.

• Foreign Policy: The United States Can’t Stay a Great Power Without Beating Threats at Home

• Foreign Policy: Longtime Republican Strategist Says Trump Is 'Damaged Goods' for 2024

• Foreign Policy: What Could Stop Trump From Ordering a Nuclear Strike?

• Foreign Policy: It Happened Here

• Foreign Policy: The Crisis at the U.S. Capitol Shows Why the United States Needs Transitional Justice

• Foreign Policy: Why Trump Shielded Turkey’s Halkbank And Tried to Help Iran Evade Sanctions

• Foreign Policy: Why Nobody Protected the Capitol

• Foreign Policy: This Is a Coup. Why Were Experts So Reluctant to See It Coming?

• Foreign Policy: Will the World Take the United States Seriously After the Capitol Invasion?

• Foreign Policy: America, Welcome to the Ranks of Struggling Democracies

• Foreign Policy: America’s Vaccine Diplomacy Is AWOL in the Middle East

• Foreign Policy: Coronavirus Hasn’t Killed Belt and Road

• Foreign Policy: Trump’s Final Foreign-Policy Report Card

• Foreign Policy: Iran Increases Nuclear Enrichment, Posing First Challenge for Incoming Biden Administration

• Foreign Affairs: The United States Needs a Democracy Summit at Home

• Foreign Affairs: The U.S. Struggle Proves That Democracy Is Priceless

• Foreign Affairs: It Happened in America

• Foreign Affairs: What Happened to Social Mobility in America?

• Foreign Affairs: How Biden Can Rebuild a Divided and Distrustful Nation

• Foreign Affairs: The Capitol Siege Is the Wake-up Call America Shouldn’t Have Needed

• Barron's: Using America’s Global Leverage to Restore the Middle Class

• MIT Technology Review: Big Tech’s attention economy can be reformed. Here’s how.

• MIT Technology Review: The odds of US climate progress just improved a bit

• MIT Technology Review: Covid-19 immunity likely lasts for years

• Power Magazine: The POWER Interview: Evaluating Energy Investments

• Power Magazine: Gas-to-Power Emerging as Central to Africa’s Economic, Industrial Future

• Power Magazine: Biden Presidency Promises Change for Power Industry

• Power Magazine: A Look at the Year Ahead and How Microgrids Are Shaping the Power Industry

• Power Magazine: The More Things Change, the More They Stay the Same: Renewable Energy Growth Continues

• Power Magazine: Eight International Power Sector Trends to Watch in 2021 and Beyond

• Power Magazine: A Reactive Solution to Renewables' Growth on the Grid

• Power Magazine: How the Energy Transition Is Affecting the EPC Business

• Power Magazine: The Power Purchase Agreement in Transition

• Power Magazine: Power Sector Faces Continued Financial Distress in 2021

• Power Magazine: POWER Digest [January 2021]

• Windpower Monthly: Green hydrogen 'must balance need for speed with learning process'

• Windpower Monthly: Onshore wind operators face hit from grid parity in China

• Windpower Monthly: Decarbonisation 'needs detailed grid development plans'

• Windpower Monthly: ‘Stunning’ test results offer longer lifetime hope for offshore wind foundations

• Science: Scientists criticize ‘rushed’ approval of Indian COVID-19 vaccine without efficacy data

• Science: Debates intensify over dosing plans for authorized COVID-19 vaccines

• Nature: Could new COVID variants undermine vaccines? Labs scramble to find out

• 한경비즈니스: [프리뷰] LG의 눈물 속에 탄생한 SK하이닉스

• 한경비즈니스: 2021년 재테크 ‘중심축’을 옮겨라... 코로나19 사태 못지않은 ‘대변화’ 예고

• 이코노미조선: “정치·경제적 분열이 불신 사회 조장…인재 육성 집중하고 신뢰 기반 협력 시대 열자”

• 이코노미조선: “백신 지연 한국 경제 성장 걸림돌… 규제 말고 그냥 놔두면 기업 알아서 잘해”

• 이코노미조선: “경제 위기 대비하기 위한 최고의 백신은 부채 감축”

• 이코노미조선: “정책 ‘불균형 포비아’ 벗어나고 탈원전 집착 버려야”

• 이코노미조선: “블랙아이스 위 한국 경제…인적 자본 육성 집중해야”

• 이코노미조선: “정치·경제적 분열 줄이고 ‘결집 에너지’ 극대화해야”

• 이코노미조선: 신축년 경제전망

• 주간조선: 대통령 장담에도 여당은 고개 저은 ‘2050 탄소중립’

• 주간조선: 달라진 2021년 기업 총수 신년사

• 이코노미스트: [신년사를 보면 그룹의 앞길이 보인다] 13개 그룹 신년사 키워드 ‘고객’ ‘사회적 역할’

• 이코노미스트: [이재용 삼성전자 부회장] 올해도 신년사 대신 현장 행보, ‘미래 산업 육성 집중’ 메시지

• 이코노미스트: [정의선 현대자동차그룹 회장] “신성장동력 대전환” 선언… 변화의 파도 넘어 밀물 목표

• 이코노미스트: [최태원 SK 회장] “사회와 공감, 문제 해결하는 새 기업가정신 필요”

• 이코노미스트: [구광모 LG그룹 회장] 고객에서 시작해 고객으로 마무리한 신년사

• 이코노미스트: [김승연 한화그룹 회장] 방산·에너지·금융 분야 ‘글로벌 리더’ 목표 제시

• 이코노미스트: [권오갑 현대중공업지주 회장] “2021년은 결과물 만들어내는 매우 중요한 해”

• 주간한국: 2021년은 국내외 전기차 전쟁 '서막'

• 주간한국: '판은 깔았다' 현대차, 수소차 엑셀 밟을까

• 주간한국: 전기차 배터리 韓中日 각축전 심화

• 이코노믹리뷰: 썩어도 준치...인텔, 삼성이냐 TSMC냐?

• 월간로봇기술: 자율이동로봇 전문 기업 긱플러스, "유니버설 로직과 협력 파트너십 체결"

[Books]

• 매경: 팬데믹 이후의 비즈니스는…세계적 석학 230명 통찰 한눈에

• 매경: 미국이 꿈꾸던 세상은 이제 없다, 패권 전쟁만이 남았을 뿐

• 매경: 1%만을 위한 자본주의 돌파구 찾기

• 매경: 한쪽이 벌면 한쪽은 잃는 증시…투자 성패, 심리편향에 달렸다

• 한경: [책마을] 친중 vs 반중…코로나가 세계를 갈랐다

• 서경: [경제신간] 불확실성이 커진 미래, 높은 예측력이 삶의 질을 바꾼다

• 서경: [경제신간] 주식시장부터 주거트렌드까지···빅데이터 활용법

• 문화: <2021 올해 주목할 신간>고전·거장의 귀환… 팬데믹·불평등 화두 이어진다

Joker's Google Blog

Sunday, January 10, 2021

Business Intelligence Monitor Weekly 210104~210110

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