Business Intelligence Monitor Weekly 210111~210117

[Reports]

•   IMF: Legally Speaking, is Digital Money Really Money?

•   IMF: Transcript of IMF Press Briefing

※   On the Tuesday, the 26th, we will be launching an update to our World Economic Outlook.

•   IMF: Denmark’s Ambitious Green Vision

•   World Bank: Can The Lessons of 2008 Spare Emerging Europe’s Financial Sector From The COVID-19 Cliff?

•   World Bank: The Early Labor Market Impacts of COVID-19 in Developing Countries : Evidence from High-Frequency Phone Surveys

•   World Bank: Pandemic Trade : Covid-19, Remote Work and Global Value Chains

•   World Bank: Policies to Support Businesses through the COVID-19 Shock : A Firm-Level Perspective

•   World Bank: Trickle Down Tax Morale : A Cross Country Survey Experiment

•   OECD: Composite Leading Indicators (CLI), OECD, January 2021

•   OECD: Unemployment Rates, OECD - Updated: January 2021 - OECD

•   WTO: WTO, OECD launch dataset on bilateral trade in services

•   BIS: E-commerce in the pandemic and beyond

•   BIS: Central bankers of the future

•   BIS: Monetary policy, technology and inequality

•   BIS: Trade sentiment and the stock market: new evidence based on big data textual analysis of Chinese media

•   BIS: Sovereign credit and exchange rate risks: evidence from Asia-Pacific local currency bonds

•   BIS: Understanding bank and non-bank credit cycles: a structural exploration

•   Biden Transition Website: Statement by President-elect Joe Biden on the House of Representatives Impeachment of President Trump

•   Biden Transition Website: Remarks as Prepared for Delivery by President-elect Joe Biden on the American Rescue Plan and Build Back Better Recovery Plan in Wilmington, Delaware

•   Biden Transition Website: President-elect Biden Announces Additional Key Administration Posts

•   Biden Transition Website: FACT SHEET: President-elect Biden Outlines COVID-19 Vaccination Plan

•   Biden Transition Website: Remarks as Prepared for Delivery by President-elect Joe Biden on the COVID-19 Vaccine Plan in Wilmington, Delaware

•   White House: Trump Administration Issues 75th Annual Economic Report of the President

•   White House: Executive Order on Amending Executive Order 13959–Addressing the Threat from Securities Investments that Finance Communist Chinese Military Companies

•   U.S. Treasury: Treasury Targets Billion Dollar Foundations Controlled by Iran’s Supreme Leader

•   U.S. Department of Commerce: Commerce Adds China National Offshore Oil Corporation to the Entity List and Skyrizon to the Military End-User List

•   USTR: USTR Releases Findings in Section 301 Investigation of Vietnam’s Acts, Policies, and Practices Related to Currency Valuation

•   USTR: USTR Releases Annual Reports on WTO Compliance of China and Russia

•   European Commission: Coronavirus: Commission concludes exploratory talks with Valneva to secure a new potential vaccine

•   Fed: International Yield Spillovers

•   Fed: Speech by Governor Lael Brainard - Supporting Responsible Use of AI and Equitable Outcomes in Financial Services

•   Fed: Better Bunching, Nicer Notching

•   Fed: Speech by Governor Lael Brainard - Full Employment in the New Monetary Policy Framework

•   Fed: Beige Book - January 13, 2021

•   Fed: The Unusual Composition of Demand during the Pandemic

•   Fed: Speech by Vice Chair Richard H. Clarida - The Federal Reserve's New Framework: Context and Consequences

•   Fed: Ten Days Late and Billions of Dollars Short: The Employment Effects of Delays in Paycheck Protection Program Financing

•   FRBNY: Consumers Expect Higher Medium Term Inflation and Home Price Growth

•   FRBNY: Measuring Corporate Bond Market Dislocations

•   FRBNY: Discretionary and Nondiscretionary Services Expenditures during the COVID-19 Recession

•   FRBSF: The Asymmetric Costs of Misperceiving R-star

•   St. Louis Fed: Financial Shocks or Productivity Slowdown: Contrasting the Great Recession and Recovery in the United States and United Kingdom

•   St. Louis Fed: U.S. Population Growth Slowed Further in 2020

•   ECB: Account of December monetary policy meeting

•   ECB: ECB digital euro consultation ends with record level of public feedback

•   ECB: Isabel Schnabel: Interview with Der Standard

•   ECB: Can consumers’ inflation expectations help stabilise the economy?

•   ECB: Nowcasting in a pandemic using non-parametric mixed frequency VARs

•   ECB: Foreign demand for euro banknotes

•   BoE: Global value chains, volatility and safe openness: is trade a double-edged sword?

•   BoE: Covid and the composition of spending - speech by Ben Broadbent

•   BOJ: Regional Economic Report (Summary) (Jan. 2021)

•   NBER: Robots and Labor in the Service Sector: Evidence from Nursing Homes

•   NBER: Stock Prices, Lockdowns, and Economic Activity in the Time of Coronavirus

•   NBER: Globalization, Trade Imbalances and Labor Market Adjustment

•   CEPR: CEPR Discussion Papers 10 January 2021

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

•   World Economic Forum: Net Zero Carbon Cities: An Integrated Approach

•   World Economic Forum: 5G Outlook Series: Enabling Inclusive Long-term Opportunities

•   World Economic Forum: Raising Ambitions: A new roadmap for the automotive circular economy

•   World Economic Forum: Forging Ahead A materials roadmap for the zero-carbon car

•   World Economic Forum: How climate action and clean energy can regenerate the next decade

•   World Economic Forum: What does 2021 hold? Here are predictions from around the world

•   World Economic Forum: China to leapfrog U.S. as world's biggest economy by 2028 - think tank

•   World Economic Forum: Decarbonizing cities – how to harmonize buildings, mobility and infrastructure

•   World Economic Forum: How the pandemic will shape the workplace trends of 2021

•   World Economic Forum: ‘Trickle-down’ tax cuts don’t work, study says

•   World Economic Forum: Why sustainability is the new digital

•   World Economic Forum: Everything you need to know about the Oxford-AstraZeneca vaccine

•   World Economic Forum: Nuclear: These countries are investing in small modular reactors

•   World Economic Forum: These are the countries most affected by the decline in working age populations

•   World Economic Forum: 3 priorities to shape the post-pandemic financial system

•   World Economic Forum: Why we must not return to business as usual

•   World Economic Forum: How we can build our way out of the crisis

•   World Economic Forum: This is what emerging technologies mean for the future of infrastructure

•   World Economic Forum: These 8 charts show how the global economy is coping with COVID-19

•   World Economic Forum: The zero that every investment portfolio needs

•   World Economic Forum: A circular car industry could slash carbon emissions – here’s how

•   World Economic Forum: This surprising change can help the auto industry tackle emissions goals

•   Brookings: White supremacist terrorism: Key trends to watch in 2021

•   Brookings: What the Capitol insurgency reveals about white supremacy and law enforcement

•   Brookings: COVID-19 exposes a changed world: A prescription for renewing US global partnership

•   Brookings: Renewing US global engagement in a changed world

•   Brookings: What the 2020 census will reveal about America: Stagnating growth, an aging population, and youthful diversity

•   Brookings: Four reasons why more public housing isn’t the solution to affordability concerns

•   Brookings: Time to pivot: The role of the energy transition and investors in forging resilient resource-rich country outcomes

•   Brookings: The silver economy is coming of age: A look at the growing spending power of seniors

•   Brookings: Hutchins Roundup: quantitative tightening, zombie credit, and more

•   Brookings: Survey of academic and market observers gives high marks to Fed communications

•   Brookings: Biden’s inaugural address in a time of crisis

•   CSIS: The Biden Transition and Reshaping U.S. Strategy: Replacing “Burden Sharing” with Meaningful Force Planning

•   CSIS: A New Day of Infamy

•   CSIS: Enemies—and Partners—Will Get a Vote in the Middle East

•   CSIS: The Arab Spring Ten Years On

•   CSIS: Climate Change Will Reshape Russia

•   CSIS: Time for Collective Pushback against China’s Economic Coercion

•   CSIS: The New Challenge of Communist Corporate Governance

•   CSIS: Pompeo’s 11th Hour Change in Taiwan Policy Does Taipei No Favors

•   CSIS: Looking Ahead: How will the Biden Administration Approach Trade?

•   38 North: North Korea Plans to Further Develop its Nuclear Strike Capabilities Despite Economic Constraints

•   38 North: North Korea’s Newest Submarine-Launched Ballistic Missile, Same as the Old One?

•   38 North: Key Results of The Eighth Party Congress in North Korea (Part 1 of 2)

•   McKinsey:COVID-19 and the great reset: Briefing note #38, January 13, 2021

•   IEA: IEA to produce world’s first comprehensive roadmap to net-zero emissions by 2050

•   EIA: Carbon emissions fell across all sectors in 2020 except for one – SUVs

•   EIA: Short-Term Energy Outlook

•   OPEC: MOMR January 2021

•   Wood Mackenzie: China’s trucked LNG spot prices hit three-year high

•   Wood Mackenzie: Future of gas in energy transition to be defined in 2021

•   BNEF: Sustainable Debt Breaks Annual Record Despite Covid-19 Challenges

•   IDC: PC Sales Remain on Fire as Fourth Quarter Shipments Grow 26.1% Over the Previous Year, According to IDC

•   Gartner: Gartner Says Worldwide PC Shipments Grew 10.7% in Fourth Quarter of 2020 and 4.8% for the Year

•   Gartner: Gartner Forecasts Global Spending on Wearable Devices to Total $81.5 Billion in 2021

•   Gartner: Gartner Says Worldwide Semiconductor Revenue Grew 7.3% in 2020

•   Strategy Analytics: CES 2021: Will this be the year of the rollable?

•   Strategy Analytics: CES 2021: Robots Become More Personable

•   Canalys: Global PC market Q4 2020

•   IHS Markit: Global Dividend Growth Expected to Recover in 2021 as Payouts Hit 1.78 trillion USD, IHS Markit Says

•   DRAMeXchange: 【Market View】Power Outage at UMC’s Lixing Fabs Results in Large-Scale Voltage Drops in Vicinity, Forecasted to Cause Minor Impact, Says TrendForce

•   DRAMeXchange: 【Market View】TSMC to Kick off Mass Production of Intel CPUs in 2H21 as Intel Shifts its CPU Manufacturing Strategies, Says TrendForce

•   IC Insights: Value of Semiconductor Industry M&A Agreements Sets Record in 2020

•   한국은행: 해외경제 포커스(제2021-2호)

※   국제경제리뷰: 최근 국제원자재가격의 상승 배경 및 향후 전망

•   한국은행: 최근의 국내외 경제동향 (2021.1)

•   한국은행: 금융기관 대출행태서베이 결과(2020년 4/4분기 동향 및 2021년 1/4분기 전망)

•   한국은행: 2020년 11월중 통화 및 유동성

•   한국은행: 2020년 12월 수출입물가지수

•   한국은행: 2020년 12월중 금융시장 동향

•   한국은행: 통화정책방향(2021.1.15)

•   한국은행: [동향분석] 최근의 미국경제 상황과 평가

•   한국은행: [현지정보] 미 연준 Beige Book (2021.1월)의 주요 내용

•   한국은행: [현지정보] 일본은행 지역경기판단, 1개 지역 하향·3개 상향 조정

•   한국은행: [현지정보] 베이징 인근 지역 봉쇄 강화

•   한국은행: [현지정보] Powell 의장, 프린스턴대(Bendheim 금융센터) 초청 화상 대담 주요 내용

•   한국은행: [현지정보] 2020년중 홍콩 IPO 시장 동향 및 전망

•   한국은행: [현지정보] 바이든 당선인, 코로나19 대응 경기부양책(American Rescue Plan) 발표

•   국제금융센터: [글로벌] 주간 Global Opinions(1.4~10)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.11)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(1.11)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.12)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.13)

•   국제금융센터: [21.1월] 국제금융 Inside

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.14)

•   국제금융센터: [은행] 최근 글로벌 은행들이 관심 갖는 4가지 과제

•   국제금융센터: 中-EU 포괄적 투자협정(CAI) 평가 및 시사점

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.15)

•   국제금융센터: 바이든 부양책(American Rescue Plan/$1.9조) 주요내용 및 평가

•   국제금융센터: 미 인플레이션 향방 논쟁과 금리영향 점검

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식펀드 유입폭 크게 확대

•   kotra: 2020 미국 대선 결과에 따른 경제·통상 정책 방향 전망과 시사점

•   kotra: 2021 해외시장 진출 유망·부진 품목

•   kotra: 2021년 대만 경제, 3%대 성장 전망

•   kotra: 2020년 인도 경제 요약 및 2021년 전망

•   kotra: 인도의 투자 촉진을 위한 생산연계 인센티브(PLI)

•   kotra: 중국, 2021년 새해부터 시행하는 정책

•   kotra: 2021년 페루 경제성장 동향과 전망은?

•   kotra: 2021년 프랑스 경제전망

•   kotra: 2021년 미국 오일가스산업 관계자들이 본 산업 향방은?

•   kotra: 중국 반도체 산업 현황

•   kotra: 독일, 전기차시대 배터리 패권 경쟁

•   KDI: KDI 경제동향 2021. 1

•   대외경제정책연구원: EU·중국 포괄적투자협정(CAI) 합의 및 평가

•   대외경제정책연구원: 볼리비아 아르세 신정부의 주요 정책 방향과 시사점

•   EMERiCs: [이슈트렌드] 네팔, 코로나19로 인한 전력 프로젝트 지연으로 전력 수급 차질

•   EMERiCs: [이슈트렌드] 싱가포르, 이동 제한 완화로 경제 회복 노려

•   EMERiCs: [이슈트렌드] 러시아와 카자흐스탄, OPEC+ 회담 이후 일일 원유 생산량 확대

•   EMERiCs: [이슈트렌드] 이란, 호르무즈 해협에서 한국 선박 나포....동결 자산 해제 압박 의도

•   EMERiCs: [이슈트렌드] 걸프협력회의(GCC), 카타르 단교 사태 해결에 합의

•   EMERiCs: [이슈트렌드] 아르헨티나, 코로나19 위기 맞서 도전적인 경제정책 도입

•   EMERiCs: [이슈트렌드] 베네수엘라, 친 마두로 국회 출범... 논란 지속

•   EMERiCs: [이슈트렌드] 터키의 2020년 거시 경제 지표, 무역은 선전, 인플레이션은 불안

•   EMERiCs: [이슈트렌드] 중동부유럽 주요국, 코로나19 접종 개시

•   EMERiCs: 中 중앙과 지방의 2021년 주요 경제 키워드는 '혁신'과 ‘반독점’

•   EMERiCs: 中 자율주행 자동차 현황과 2021년 전망

•   EMERiCs: 中 2020년판 외상투자 장려 산업목록 발표

•   EMERiCs: 中 아파트 장기임대 업계, ‘고속 성장’ 후 ‘규범화’ 대상돼

•   국제무역연구원: 코로나19 시대의 글로벌 스타트업 투자 동향 및 시사점

•   금융연구원: 금융브리프 30-02

•   하나금융경영연구소: 하나금융포커스 [제11권 02호]

•   우리금융경영연구소: 수출과 투자를 중심으로 향후 성장 모멘텀 강화 전망 - 1월 경제 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2021.01.11)

•   KDB미래전략연구소: 유럽투자은행의 로드맵 발표와 기후변화 대응

•   KB: 1월 11일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』 조사결과

•   KB경영연구소: KB주택통계로 돌아보는 2020년 주택시장

•   KB경영연구소: KB부동산시장 리뷰 2021-1호

•   건설산업연구원: 2021년 월간 건설·부동산 동향 01월

•   LH토지주택연구원: 부동산시장동향보고서 2021년 1월호

•   국가안보전략연구원: 2021년의 북한, 어떻게 볼 것인가: 또 다시 선택된 자력갱생이 드리운 그림자

•   대한상의: 2021년 1분기 소매유통업 경기전망지수 조사

•   대한상의: 5G 기반 초연결 사회의 도래와 기업 대응전략

•   전경련: 키워드로 보는 주요국 2021 전망 및 한국의 대응방향

•   전경련: 2021년 세계경제 7가지(V.A.C.C.I.N.E) 키워드

•   한국신용평가: 2020년 신용등급 변동 현황 - Covid19의 영향, 하향기조 심화와 부정적 전망 큰 폭 우세

•   NICE신용평가: 2020년 신용등급 변동현황 및 2021년 방향성 - 하향우위 기조 전망, 백신 효과에 따른 산업별 회복 수준이 관건

•   한국기업평가: 2020년 연간 신용등급 변동현황 - 경기회복에 대한 불확실성 높아 하락 우위 기조 지속될 전망

•   한국기업평가: 2021년 1월 14일 KR Web Seminar ① 기업부문 산업전망 및 신용등급 방향성 점검(건설, 반도체, 디스플레이, 정유, 석유화학, 소매유통)

•   한국기업평가: 2021년 1월 14일 KR Web Seminar ② [미발표 업종] 2021년 기업부문 산업전망 및 신용등급 방향성 점검

•   DIGIECO: 글로벌 IT 업체 동향

•   기재부: 월간 재정동향 2021년 1월호 발간

•   기재부: [보도참고]'20.12월 및 연간 고용동향

•   기재부: 제26차 비상경제 중앙대책본부 회의 겸 제9차 한국판 뉴딜 관계장관회의 개최

•   기재부: 제13차 부동산시장 점검 관계장관회의 개최

•   기재부: [보도참고] 2021년 1월 최근 경제동향

•   산업부: 12월, 전력수급 차질없이 석탄발전 감축 정상추진

•   산업부: 온라인 CES 2021 개막, 미국에 이어 세계 2위 규모인 340여개 국내 기업·기관 참가

•   산업부: 2020년 외국인직접투자 동향

•   산업부: 2020년 12월 및 연간 자동차산업 동향(잠정)

•   산업부: (설명자료)산업부는 제2차 에너지기본계획 수정 없이 제8차 전력수급기본계획을 수립한 것이 법적으로 문제가 없다고 판단함(1.14, 조선일보 보도에 대한 설명)

•   국토부: 토지거래허가구역 내 신탁을 통한 신규주택 공급 허용

•   국토부: 도심 주택공급의 활력소, 공공재개발 후보지 첫 선정

•   노동부: 고용행정 통계로 본 ’20.12월 노동시장 동향

•   금융위: [보도참고] 2020년 12월중 가계대출 동향(잠정)

•   금융위: 공매도 관련 「자본시장과 금융투자업에 관한 법률 시행령」 일부개정령안 입법예고 (1.13.~2.2.)

•   금감원: '20.11월말 국내은행의 원화대출 연체율 현황[잠정]

•   금감원: 2020년 12월 외국인 증권투자 동향

[Magazines]

•   Economist: Impeachment - Donald Trump’s reckoning

•   Economist: Congress has impeached Donald Trump for his incitement of a mob attack on the Capitol

•   Economist: The new era of innovation - Why a dawn of technological optimism is breaking

•   Economist: I’m from the government, I’m here to help - The case for more state spending on R&D

•   Economist: Big tech and censorship

•   Economist: Reaping what you sow - The failure of India’s farm reforms is a parable of mismanagement

•   Economist: It’s time to tidy up space

•   Economist: Chaguan - Many in China are strikingly accepting of harsh virus controls

•   Economist: Waiting for whiplash - Joe Biden will shift gears in Latin America

•   Economist: Bahrain and the UAE are relying on a Chinese-made vaccine

•   Economist: No cars, no roads, no emissions - The Line in Saudi Arabia is an urbanist’s dream

•   Economist: A whimper not a bang - Britain’s immediate economic prospects are grim

•   Economist: Quick jabs - Britain’s vaccine roll-out gets off to a fast start

•   Economist: Bearing fruit - After years of dithering companies are embracing automation

•   Economist: A chill in China Inc - Beijing’s approach to business grows increasingly muscular

•   Economist: CES upstages the Detroit Motor Show as cars go electronic

•   Economist: Branding lessons from Rizla

•   Economist: What is the economic impact of the latest round of lockdowns?

•   Economist: The mountaineers - Commodity prices are surging

•   Economist: Bucket list - Why everyone is now an options trader

•   Economist: A return to glory - Shares in emerging markets have hit a record peak

•   Economist: Joining the fray - First-time investors are flooding Brazil’s stockmarket

•   Economist: Out of joint - What the Big Mac index tells you about currency wars

•   Economist: New research shows the robots are coming for jobs—but stealthily

•   Forbes: Jeff Bezos Once Again The World’s Richest Person After Rollercoaster Week

•   Forbes: 6 Key Themes Driving Headlines At CES 2021

•   Forbes: 2020 Was Impossible To Predict. Can AI Save 2021?

•   Forbes: How Corporate Leaders Can Apply ESG Tools To Help Overcome Global Challenges

•   Fortune: COVID vaccine: Previous vaccination drives hold important lessons for COVID-19 immunization effort, experts say

•   Fortune: Why India just might pull off 'world's largest COVID vaccination program'

•   Fortune: Climate change bonds can support nations' resilience efforts

•   Fortune: The U.S. now has a debt level that rivals Italy

•   Fortune: Business could be on the precipice of an automation explosion

•   Fortune: Why Biden's pick for 'Asia czar' Kurt Campbell may unsettle Beijing

•   Bloomberg Businessweek: China Loves Elon Musk and Tesla (TSLA). How Long Will That Last?

•   Bloomberg Businessweek: Don’t Think About Pink Elephants or Tighter Monetary Policy

•   Bloomberg Businessweek: Investing in China Gets More Complicated as Tensions With the U.S. Rise

•   Bloomberg Businessweek: The Ever Longer Arm of China’s Communist Party

•   Bloomberg Businessweek: Covid Testing: Minnesota Is the Best State for Checking for Coronavirus

•   Bloomberg Businessweek: Covid Pandemic: Economy Recovery Disrupted by Millions Calling Out Sick

•   Bloomberg Businessweek: Which Is the Party of Business After Trump: Democrats or Republicans?

•   Bloomberg Businessweek: Covid Vaccine: Israel’s Entire Population May Receive the Shot by Spring

•   Bloomberg Businessweek: Liz Cheney’s Bold Bet on Impeachment

•   Bloomberg Businessweek: Smart Home Gadgets Are Not the Future

•   Time: The U.S. Capitol Riot Was Years in the Making. Here's Why America Is So Divided

•   Time: mRNA Technology Gave Us the First COVID-19 Vaccines. It Could Also Upend the Drug Industry

•   Time: U.K. Coronavirus Third Wave, New Variant: What to Know

•   Time: Angela Merkel's CDU Party Is Choosing a New Leader. Whoever Wins Might Become Germany's Next Chancellor

•   Atlantic: The People Profiting Off the Pandemic in India

•   Atlantic: The Other Tragedy of January 6

•   Atlantic: Treat the Attack on the Capitol as Terrorism

•   Atlantic: Stocks Don't Care About the Coup

•   Atlantic: How Close Did the U.S. Come to a Successful Coup?

•   Atlantic: Capitol Riot: Overreaction Won’t Help Anyone

•   Atlantic: Investigate Donald Trump

•   Atlantic: Is Trump Actually Still in Control?

•   Foreign Policy: America and the World: How to Build Back Better

•   Foreign Policy: A New Pivot to Asia

•   Foreign Policy: Foreign Policy Begins at Home

•   Foreign Policy: Democracy at Home and Democracy Promotion Abroad Aren’t the Same

•   Foreign Policy: Trump Mounts Last-Minute Attempt to Starve Funding for Foreign Aid, Global Vaccine Efforts

•   Foreign Policy: As Merkel Prepares to Step Down, the Future of German Conservatism Is Open

•   Foreign Policy: Tokyo Wants the Olympics to Happen Even if the Public Doesn’t

•   Foreign Policy: A Chastened America Will Be Better at Preaching Abroad

•   Foreign Policy: Silencing @realDonaldTrump Was the Easy Part. Now the Hard Work to Reform the Tech Sector Begins.

•   Foreign Policy: Why Did India’s Supreme Court Suspend Controversial Farm Laws Now?

•   Foreign Policy: White Supremacy Created the Capitol Assault

•   Foreign Policy: The Trump Mob Combined the Worst of Left And Right

•   Foreign Policy: All the Capitol Rioters Should be Tracked Down

•   Foreign Policy: The Capitol Invasion Was a Coup From Below

•   Foreign Policy: Mike Pompeo Is Trying to Bluff His Way to a Legacy

•   Foreign Policy: A Modern-Day Containment Policy May Be the United States' Best Bet

•   Foreign Policy: Biden Makes His First Bold Move on Asia With Key White House Appointment

•   Foreign Policy: Bolsonaro Is Following Trump’s Anti-Democracy Playbook

•   Foreign Policy: Far-Right Extremism Is a Global Problem—and the World Needs to Come Together to Address It

•   Foreign Policy: Amid the Pandemic, the United States Needs Its Forgotten Prophet John Kenneth Galbraith

•   Foreign Policy: Grave New World

•   Foreign Policy: The Future of Republican Foreign-Policy Making After Trump

•   Foreign Policy: Biden Shouldn’t Attempt New Negotiations With Iran. Resuscitating the Nuclear Deal Is the Best He’ll Get.

•   Foreign Policy: Israel and the Emirates Are the Middle East’s New Best Friends

•   Foreign Affairs: Biden Doesn’t Need a New Middle East Policy

•   Foreign Affairs: America Needs a Democracy Summit More Than Ever 

•   Foreign Affairs: The Insurrection Hiding in Plain Sight

•   Foreign Affairs: Financial Technology Is China’s Trojan Horse

•   Foreign Affairs: How America Can Shore Up Asian Order

•   Foreign Affairs: Trump’s Final Act Has Accelerated the Onset of a Post-American World

•   Barron's: Big Tech Did the Right Thing for the Wrong Reasons

•   Barron's: Deep in the Agencies, Trump Officials Targeted ESG Investors. A Rollback Won’t Be Easy.

•   Barron's: The Job Market’s Message: Get the Virus Under Control, and the Rebound Will Be Swift

•   Barron's: How to Make Sense of Today’s Nonsensical Markets

•   Harvard Business Review: 9 Trends That Will Shape Work in 2021 and Beyond

•   MIT Technology Review: Variant coronavirus in the US

•   Power Magazine: GE Suing Siemens, Alleging 'Stolen Trade Secrets'

•   Windpower Monthly: Looking back on 2020 – Part 1: How the wind industry defied global pandemic

•   Windpower Monthly: Looking back on 2020 – Part 2: Losses mount as Covid adds to sector’s woes

•   Windpower Monthly: Looking back on 2020 – Part 3: Turbine ratings and rotor sizes continue to go up

•   Windpower Monthly: WindEconomics: Gap between US wind and PV narrows

•   Windpower Monthly: Wind to contribute 30% of new US capacity this year despite sharp drop

•   Windpower Monthly: Turbines of the Year 2020: Winners against all odds

•   Windpower Monthly: Turbines of the Year 2020: Innovations

•   Windpower Monthly: Turbines of the Year 2020: Onshore turbines up to 4.4MW

•   Science: New coronavirus variants could cause more reinfections, require updated vaccines

•   Science: Could too much time between doses drive the coronavirus to outwit vaccines?

•   Nature: COVID reinfections are unusual — but could still help the virus to spread

•   Nature: ‘A bloody mess’: Confusion reigns over naming of new COVID variants

•   매경이코노미: 주가 `족집게` 베스트 애널리스트 누구...하나금투 5연패 메리츠 2위

•   매경이코노미: 매경 정보통신 베스트 애널 "삼성전기, 스마트폰 부품서 두각"

•   매경이코노미: 주가 폭등 현대차. 올해는 지배구조 개편 본격화하나?

•   한경비즈니스: 하나금융투자, ‘베스트 증권사’ 1위…3회 연속 베스트 리서치·법인영업 동시 석권

•   한경비즈니스: 펀드매니저가 뽑은 최고의 애널리스트는 ①

•   한경비즈니스: 펀드매니저가 뽑은 최고의 애널리스트는 ②

•   한경비즈니스: 펀드매니저가 뽑은 최고의 애널리스트는 ③

•   한경비즈니스: 리서치 1위' 하나금투 황승택 센터장 “2021년 코스피 3200 이상 오른다”

•   한경비즈니스: 200년 변화보다 2년 혁신'...CES 2021 화두

•   한경비즈니스: 기업 운명을 바꾼 M&A 나비효과

•   한경비즈니스: 체르노빌·후쿠시마 원전 사고가 주는 교훈

•   한경비즈니스: 미국도 ‘코로나發 집값 폭등’… “주택 산업 판이 바뀐다”

•   한경비즈니스: 두 얼굴의 AI… 환경 문제 해결 돕지만 막대한 전력 소모 주범

•   한경비즈니스: 2021년 디파이 시장을 향한 여섯 가지 전망 [비트코인 A to Z]

•   한경비즈니스: 부채의 역습이 온다 [김상봉의 경제 돋보기]

•   이코노미조선: 오늘날 가장 성공한 ‘페이팔 마피아’ 일론 머스크가 뿌린 창업 유전자

•   이코노미조선: 일론 머스크만 남아…퇴사한 4명과 경쟁과 협업

•   이코노미조선: 테슬라 마피아의 세계

•   이코노미조선: 배터리·자율주행·전기차 등 59개 社 설립

•   이코노미조선: ‘안티-핸드북 핸드북’으로 본 테슬라…“일론 머스크에게 직접 말하라”

•   이코노미조선: “주 100시간 일하는 머스크, 100% 올인하는 직원 만든다”

•   이코노미조선: 재계 총수 “위기 극복 넘어 판을 바꾸고 신화 만들자”

•   이코노미조선: 팹라이트 전환에 나서는 인텔에 거는 기대

•   이코노미조선: 새해 부동산 상고하저 전망…중저가 주택 강세 지속

•   이코노미조선: ‘탄소중립’을 향한 미국과 중국의 경주

•   주간조선: 美 헤지펀드의 경고장… ‘상법 개정안’ 역풍 우려 현실로

•   주간조선: 유시민은 왜 19세기 헨리 조지를 불러냈을까

•   주간조선: 코스피 3000시대 ‘차·화·정’이 뜬다

•   주간조선: 삼중수소와 ‘탈과학’의 망령

•   월간조선: 김동연 전 경제부총리, 여당 서울시장 후보 될까.... 그의 부총리 시절 행적은?

•   월간조선: "김동연 전 부총리는 원래 민주당 성향 사람"

•   월간조선: [단독] 北 김정은, 권력 승계 받은 직후인 2013년 핵추진잠수함 개조 지시 : 월간조선

•   이코노미스트: [단독 | ‘공사 중단 90일 연장’ 비상 걸린 삼척석탄화력발전소] 공기 지연, 탈탄소 가속에 “경제성 잃었다” 평가

•   이코노미스트: [CES 2021 - IT·가전 10대 트렌드] CES 2021에서 ‘가까운 미래’를 보다

•   이코노미스트: [CES 2021 - 삼성전자·LG전자 빛나다] 코로나 이후 도래할 ‘일상 ’에 집중하다

•   이코노미스트: [CES 2021 - 또 다른 혁신의 장 ‘모빌리티’] 차량 실내 활용, 드론 배송 등 혁신 경쟁

•   이코노미스트: [CES 2021- 안 보였지만 눈여겨봐야 하는 차이나] CES가 발표한 기술 트렌드, 中에선 상업화 단계 진입

•   이코노미스트: [CES 2021 - 주목할 만한 혁신 아이템] 올해 주인공 ‘스타트업’ ‘최고 혁신상’

•   이코노미스트: [이종우 증시 맥짚기] 상승세 부담이 커지기 시작했다

•   이코노미스트: [오대열 리얼 포커스] 유례없는 제로금리 시대 돈은 어디로 가고 있나

•   주간동아: 2021년 주택시장 운명을 결정하는 4가지 변수

•   신동아: 코로나 재확산! 중국 ‘戰時 방역’ 현지 보고

•   주간한국: 올해 반도체 '슈퍼 사이클' 호황으로 날개 다나

•   주간한국: 전기차·배터리 시장, 합종연횡으로 재편되나

•   주간한국: 10대 그룹 EGS 구축 전쟁…올해 더 치열한 각축전 예상

•   이코노믹리뷰: 인텔이 쏘아올린 파운드리 경쟁...누가 기회 잡을까?

[Books]

•   FT: Mission Economy by Mariana Mazzucato — could moonshot thinking help fix the planet?

•   FT: A guide to making climate-friendly investment returns

•   매경: 쓰레기맛 혹평에도 한해 수십억개 팔린 음료는?

•   매경: 굶어죽을 걱정? 해결사로 떠오르는 식량공장

•   한경: [홍순철의 글로벌 북 트렌드] 흔들리는 獨경제…자산 지키기 '사활'

•   한경: [책마을] 빅테크 기업 F·A·M·A·G에 '두 번째 날'은 없다

•   한경: CES2021'의 모든 것…이 한 권에 담았다

•   서경: [책꽂이]'생각하는 기계와 동행' 우리의 준비는

•   서경: [책꽂이] '중간관리자 실종시대' 갖춰야 할 통찰력

[Videos]

•   매경: 2021 매경 CES 비즈니스 포럼

•   한경: 카이스트 드림팀과 함께하는 기술 트렌드 대해부