Business Intelligence Monitor Weekly 210118~210124

[Reports]

•   IMF: Joint Press Conference by IMF Managing Director Kristalina Georgieva and IMFC Chair Magdalena Andersson

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

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

•   IMF: What the Continued Global Uncertainty Means for You

•   World Bank: Does Central Bank Independence Increase Inequality ?

•   World Bank: Coping with COVID-19: Does Management Make Firms More Resilient ?

•   WTO: WTO panel issues report regarding US duties on Korean products

•   ADB: A System-Wide Approach for Infrastructure Resilience: Technical Note

•   BIS: Investing like conglomerates: is diversification a blessing or curse for China's local governments?

•   White House: Inaugural Address by President Joseph R. Biden, Jr.

•   White House: A National Day of Unity

•   White House: Paris Climate Agreement

•   White House: Executive Order on Protecting the Federal Workforce and Requiring Mask-Wearing

•   White House: Executive Order on Organizing and Mobilizing the United States Government to Provide a Unified and Effective Response to Combat COVID-19 and to Provide United States Leadership on Global Health and Security

•   White House: Executive Order on Ensuring an Equitable Pandemic Response and Recovery

•   White House: Fact Sheet: President Biden’s New Executive Actions Deliver Economic Relief for American Families and Businesses Amid the COVID-19 Crises

•   White House: Executive Order on Economic Relief Related to the COVID-19 Pandemic

•   White House: Remarks by President Biden on the American Rescue Plan and Signing of Executive Orders

•   U.S. Treasury: Treasury Targets Venezuelan Oil Sector Sanctions Evasion Network

•   U.S. Treasury: Treasury International Capital Data for November

•   European Commission: Commission sets out key actions for a united front to beat COVID-19

•   European Commission: Commission takes further steps to foster the openness, strength and resilience of Europe's economic and financial system

•   St. Louis Fed: The Household Shift from Paid Work to Home Production

•   St. Louis Fed: COVID-19’s Impact on U.S. Home Production

•   ECB: Monetary policy decisions

•   ECB: Results of the ECB Survey of Professional Forecasters in the first quarter of 2021

•   ECB: Christine Lagarde, Luis de Guindos: Introductory statement to the press conference (with Q&A)

•   BOJ: Statement on Monetary Policy

•   BOJ: Outlook for Economic Activity and Prices (January 2021, full text)

•   NBER: The Supply-Side Effects of Monetary Policy

•   NBER: Government and Private Household Debt Relief during COVID-19

•   NBER: Do Global Pandemics Matter for Stock Prices? Lessons from the 1918 Spanish Flu

•   NBER: Recipes and Economic Growth: A Combinatorial March Down an Exponential Tail

•   CEPR: CEPR Discussion Papers 17 January 2021

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

•   World Economic Forum: The Global Risks Report 2021

•   World Economic Forum: Net-Zero Challenge: The supply chain opportunity

•   World Economic Forum: How can we ensure energy is clean, secure and affordable?

•   World Economic Forum: Rapid growth in China post-COVID makes it ripe for investment

•   World Economic Forum: Capital markets can help us reach our climate change goals

•   World Economic Forum: 2020 was a breakthrough year for electric vehicles. Here’s why

•   World Economic Forum: Here's what could happen to the global economy this year

•   World Economic Forum: Half of those surveyed are unaware of the link between climate change and diseases like COVID-19

•   World Economic Forum: Supply chains can be a climate game-changer. Here's why

•   World Economic Forum: 5 ways to transform industries and kickstart growth

•   World Economic Forum: COVID-19 lets us see the world through a different lens

•   World Economic Forum: What is stakeholder capitalism?

•   World Economic Forum: How to finance industry's net-zero transition

•   World Economic Forum: The SDGs can get back on track with more funding and targeted green investment

•   World Economic Forum: How technology can drive a sustainable economic recovery

•   Brookings: Brookings scholars reflect on the inauguration of Joseph R. Biden, America’s 46th president

•   Brookings: Biden-won counties are home to 67 million more Americans than Trump-won counties

•   Brookings: How a new National Recovery Investment Corps can drive a bottom-up, inclusive economic recovery

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

•   Brookings: The brave new world of 2021

•   Brookings: Who has to leave the Federal Reserve next?

•   Brookings: Trump’s last-minute judicial appointments: Impact on norms and on Biden’s appointment opportunities

•   Brookings: Time for a U.S.—EU digital alliance

•   CSIS: A Complex Inheritance: Transitioning to a New Approach on China

•   CSIS: The Year of Europe

•   CSIS: Three Tensions in Biden’s International Economic Policy

•   CSIS: The Great Power Gambit: U.S. and China in Southeast Asia

•   CSIS: New Variants Rattle the World

•   CSIS: Confronting the Challenge of Chinese State Capitalism

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

•   38 North: North Korea’s Eighth Workers’ Party Congress: Putting Things Into Context

•   38 North: SPA Session: Lowest Official Growth Rate in Decades

•   McKinsey:COVID-19 and the great reset: Briefing note #39, January 20, 2021

•   IEA: Oil Market Report - January 2021

•   IEA: Driving Down Methane Leaks from the Oil and Gas Industry

•   IRENA: How to Scale up Green Hydrogen

•   Wood Mackenzie: Resilience and sustainability to be core oil and gas themes of 2021

•   Wood Mackenzie: Biden administration and what it means for China and rest of Asia Pacific

•   Wood Mackenzie: Solar power now cheapest way to add electricity in many markets - and getting cheaper

•   BNEF: Energy Transition Investment Hit $500 Billion in 2020 – For First Time

•   Strategy Analytics: Automotive Observations from the Inaugural All-digital CES 2021

•   Strategy Analytics: CES 2021: GM's Zero Vision

•   Strategy Analytics: Playing Pandemic Roulette in Cars

•   Strategy Analytics: The New Honor Launched its First Smartphone Model V40 after Independence

•   IHS Markit: Solar Surges by 30%, 10 GW Milestone for Offshore Wind and Exponential Growth for Hydrogen – Among IHS Markit’s Top Clean-Tech Trends for 2021

•   IC Insights: Industry R&D Spending To Rise 4% After Hitting Record in 2020

•   SEMI: Annual Outlooks at Virtual ISS 2021 Point to Global Economic and Chip Industry Growth

•   한국은행: 해외경제 포커스(제2021-3호)

※   국제경제리뷰: 바이든 신정부 재정정책의 주요 내용 및 파급영향 분석

•   한국은행: 2020년 12월중 거주자외화예금 동향

•   한국은행: 2020년 12월 생산자물가지수

•   한국은행: [현지정보] 중국, 2020년 경제성장률 2.3%로 플러스 성장

•   한국은행: [현지정보] Yellen 재무장관 내정자, 인준청문회 주요 발언내용

•   한국은행: [현지정보] 캐나다 중앙은행 정책회의 결과 및 시장 반응

•   한국은행: 한국 경제의 추세 성장률 하락과 원인

•   국제금융센터: [글로벌] 주간 Global Opinions(1.11~17)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.18)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(1.18)

•   국제금융센터: 최근 미국의 SPAC 증가 배경과 위험요인

•   국제금융센터: 코로나19發 글로벌 식량위기(food crisis) 우려 점검

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.19)

•   국제금융센터: 中, PPI 상승이 인플레이션 수출로 이어질 가능성

•   국제금융센터: 1/19일 베트남 주가 급락 배경 및 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.20)

•   국제금융센터: 2021년 ESG관련 주요 트렌드 점검

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.21)

•   국제금융센터: [글로벌] 백신접종 양극화, 경제·정치 리스크 유발 우려

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.22)

•   국제금융센터: 더블딥 리세션(Double-dip recession) 기로에 선 유로존 경제의 향방

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 및 채권펀드 모두 유입 지속

•   kotra: 중남미·카리브 경제성장 3.7% 전망

•   kotra: 성장 기회? 주목받는 일본의 '그린 성장전략'

•   kotra: 2020년 中 경제성장률 2.3%...'V'자형 반등 실현

•   kotra: 프랑스에서 2021년에 바뀌는 것들

•   kotra: 이탈리아 2021년 경제 전망

•   kotra: 2021년 폴란드 경제전망

•   kotra: 베트남, 1월 25일 13차 전당대회 개최

•   kotra: 차량 반도체가 좌우하는 미래 모빌리티 산업 승패

•   kotra: 독일, 코로나 및 화웨이 사태로 핸드폰시장 재편

•   kotra: 독일, 자동차시장 2021년 6%대 시장 회복 전망

•   KDI: 바이든 시대 국제통상환경과 한국의 대응전략

•   통계청: 2019년 공공부문 일자리통계

•   EMERiCs: [동향세미나] 인도 대법원, 농업개혁법 시행 잠정 보류 결정

•   EMERiCs: [이슈트렌드] 인도, 양파 수출 재개로 남아시아 양파 대란 종결

•   EMERiCs: [이슈트렌드] 대기오염으로 고통 받는 남아시아 국가들... 각종 해결책 모색

•   EMERiCs: [동향세미나] 2021년 인도네시아 코로나19 대응정책 현황

•   EMERiCs: [이슈트렌드] 미얀마, 산업기반 강화 위해 외국 자본 활용

•   EMERiCs: [이슈트렌드] 베트남, 수출과 투자 활성화 정책 확대

•   EMERiCs: [이슈트렌드] 러시아, 신규 파이프라인을 통한 대유럽 가스 수출 확대 모색

•   EMERiCs: [동향세미나] 이란의 한국 유조선 나포 배경 및 전망

•   EMERiCs: [이슈트렌드] 나이지리아, 탈세와 세입 감소로 인한 재정 손실 직면

•   EMERiCs: [이슈트렌드] 사우디아라비아, 저유가 장기화 대비하여 재정 확보 위한 노력

•   EMERiCs: [이슈트렌드] 2020년 멕시코 자동차 산업의 부진과 엇갈린 전망

•   EMERiCs: [이슈트렌드] 콜롬비아, 코로나19 위기 심화 및 극복 노력

•   EMERiCs: [동향세미나] EU 디지털 플랫폼 규제 강화 법안의 주요 내용과 평가

•   EMERiCs: [월간이슈] 12월 월간이슈 TOP5

•   EMERiCs: [이슈트렌드] 中 녹색금융 발전, 중국 녹색발전에 기여할 것

•   EMERiCs: [이슈트렌드] 달러당 6.4위안 시대, 2021년 위안화 환율 어떻게 달라질까?

•   EMERiCs: [이슈트렌드] 中 14차 5개년 계획기간의 ‘법치중국 건설’ 로드맵 발표

•   산업연구원: "제조업 경기실사지수(BSI) 조사결과 : `20.4분기 현황과 `21.1분기 및 연간 전망"

•   산업연구원: 중국진출기업 경기실태 조사결과 : `20.4분기 현황과 `21.1분기 및 연간 전망

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제21-02호)

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2021.1.22)

•   현대경제연구원: 2021년 다보스 아젠다 위크의 주요 내용과 시사점

•   조세재정연구원: 재정포럼 2021년 1월호(제295호)

•   국회입법조사처: 미국 대통령 탄핵제도와 사례

•   KDB미래전략연구소: 주간 KDB리포트(2021.01.18)

•   KB: 1월 18일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』 조사결과

•   건설산업연구원: 건설동향브리핑 790호

•   국가안보전략연구원: 2021년 한반도 평화프로세스의 전망과 과제

•   국가안보전략연구원: 북한 노동당 제8차대회 권력 변화와 함의

•   대한상의: 대한상의-과기정통부, 샌드박스 심의委

•   전경련: 2020 신설ㆍ강화규제 현황 분석

•   정보통신정책연구원: 유럽연합 디지털 시장 법안(Digital Market Act : DMA) 주요 쟁점 분석

•   농촌경제연구원: [세계농업] 제239호 (2021년 01월)

•   기재부: 「그간 부동산정책 추진현황 및 향후계획 관련 관계기관 합동설명회」 개최

•   기재부: [보도참고] 무디스, 환경‧사회‧지배구조 (ESG) 국가별 평가 결과 발표

•   기재부: 기획재정부 2021년 업무계획 발표

•   기재부: 제27차 비상경제 중앙대책본부 회의 개최

•   기재부: 21년 전기차ㆍ수소차 보조금 체계 개편

•   기재부: 제3차 혁신성장 빅3 추진회의 개최

•   산업부: 20년 K-배터리 5년 연속 수출 신기록

•   산업부: 2020년 정보통신기술(ICT) 수출 역대 3위 실적 달성

•   산업부: 산업부, 그린뉴딜과 탄소중립 실현을 위해 2021년 에너지 기술혁신에 1조 1,326억원 투자

•   산업부: (참고자료)WTO 한-미 AFA 분쟁 승소

•   산업부: 상생형 에너지개발협력을 통한 동반성장 추진

•   국토부: 12월 주택 매매거래량은 14.0만 건, 전월세 거래량은 18.3만 건

•   국토부: ‘20.12월 기준 자동차 등록대수 2,437만대, 친환경차 80만대 돌파

•   국토부: 3기 신도시, 패스트트랙·교통대책 조기 확정 등으로 신속 공급

•   금융위: 2021 정부 업무보고 ｢회복·포용·도약 대한민국 2021｣ - 위기를 기회로 바꾸는 금융 새로운 도약의 계기를 창출하는 금융 국민과 함께하는 금융 -

[Magazines]

•   Economist: Morning after in America - The outlook for America looks grim, but that could quickly change

•   Economist: Making America again - After the chaos of the Trump era, what can Joe Biden hope to achieve?

•   Economist: Fire without fury - Will Joe Biden’s fiscal stimulus overheat the American economy?

•   Economist: Technology and geopolitics - The struggle over chips enters a new phase

•   Economist: The marathon of covid-19 vaccination

•   Economist: The world must not accept the jailing of Alexei Navalny

•   Economist: A call for arms - Asian governments are needlessly hampering vaccination drives

•   Economist: Xinjiang’s shadow - Before leaving office, Mike Pompeo accused China of genocide

•   Economist: Chaguan - China’s Communist Party turns 100 this year. Expect mixed signals

•   Economist: Here’s how - America’s vaccination roll-out will improve with practice

•   Economist: Lexington - Back to the future

•   Economist: Misery in Manaus - A Brazilian city thought it had herd immunity. It was wrong

•   Economist: Charlemagne - The EU should stop ignoring the vaccine race and try and win it

•   Economist: Covid-19 - A successful vaccination drive is crucial to Boris Johnson’s government

•   Economist: Papers, please - Britain belatedly beefs up its borders

•   Economist: Brexit and trade - Delays to fish and meat exports are not just teething problems

•   Economist: Chinese youth - Young Chinese are both patriotic and socially progressive

•   Economist: The rural-urban divide - The gap between China’s rural and urban youth is closing

•   Economist: Patriotism and the party - How nationalism is shaping China’s young

•   Economist: Subcultures - How to rebel in China

•   Economist: Views of the world - As attitudes to the West sour, China’s students turn home

•   Economist: Values, identity and activism - Individualism reigns in China—and with it, more social responsibility

•   Economist: Children of the revolution - Might freedom-seeking youths rise up again?

•   Economist: A new architecture - Chipmaking is being redesigned. Effects will be far-reaching

•   Economist: Electric shock and awe - A Tesla bull debates a Tesla bear

•   Economist: Snarl-up - Supply bottlenecks are pushing up costs for manufacturers

•   Economist: Topsy turvy - Have banks now got too much cash?

•   Economist: China’s regional gap is worsening

•   Economist: Free exchange - What is the link between economic crises and political ruptures?

•   Economist: Covid-19 vaccines - How fast can vaccination against covid-19 make a difference?

•   Economist: Chinese covid vaccines - China’s jabs may have an important role

•   Forbes: The Five Factors Driving The Mass Adoption Of Electric Vehicles

•   Forbes: CES 2021: Four Key Takeaways For Brands

•   Fortune: U.S. COVID cases, deaths, hospitalizations, vaccines, ICU beds: Coronavirus pandemic in the U.S. by the numbers as Biden tackles COVID-19

•   Fortune: Why the COVID vaccine rollout is a massive tech challenge

•   Fortune: What lenders learned from the Great Recession: Forbearance works

•   Bloomberg Businessweek: A Guide to 2021: Covid Vaccines, Stimulus, Sanity

•   Bloomberg Businessweek: What Bloomberg Businessweek Got Right (and Wrong) About 2020

•   Bloomberg Businessweek: Pessimism and Distrust Could Sway Elections Around the World

•   Bloomberg Businessweek: Which Tech Companies Will Fail After the Covid Pandemic Ends?

•   Bloomberg Businessweek: Amazon (AMZN), Apple (AAPL) Could Be Next for Antitrust Lawsuits

•   Bloomberg Businessweek: U.S. Is Losing the Battery Race Despite Having the Right Stuff

•   Time: How Biden Handles a Divided America Will Define His Legacy

•   Time: The U.S. Fumbled Its Early Vaccine Rollout. Will the Biden Administration Put America Back on Track?

•   Time: Joe Biden's First 100 Days: Inside His Agenda

•   Atlantic: Joe Biden Has a Europe Problem

•   Atlantic: How Israel Jumped Ahead on Vaccinations

•   Atlantic: The Hidden Cost of America’s Forever War

•   Atlantic: Why Biden's Inaugural Address Succeeded

•   Atlantic: What America Needs More Than ‘Unity’

•   Atlantic: Trump Was the Swamp

•   Foreign Policy: The U.S. System Is Broken in Ways Even Biden Is Unlikely to Fix.

•   Foreign Policy: From Foreign Policy Magazine to Biden’s Foreign Policy

•   Foreign Policy: The Green Future of Endless Clean Energy Has Arrived

•   Foreign Policy: Confirmation Hearings Offer Hints About Biden’s Foreign Policy?

•   Foreign Policy: QAnon's Biden Meltdown Will Only Birth New Conspiracies

•   Foreign Policy: With Trump Gone, Taiwan Seeks Assurances From Biden Administration

•   Foreign Policy: A Face Lift by Tony Blinken and the Biden Administration Can't Fix the State Department

•   Foreign Policy: U.S. China Policy Must Confront the Genocide in Xinjiang First

•   Foreign Policy: Biden's First Steps on Latin America: He's Already Changed the Game on Immigration

•   Foreign Policy: Taking a Page From Beijing’s Belt and Road, Rome Is Positioning Itself as the Center of Trade, Energy, and Transportation in the Mediterranean and Beyond

•   Foreign Policy: How China Took Western Tech Firms Hostage—and What the United States and Europe Can Do About It

•   Foreign Policy: Trade Can Drive a Revived U.S. Strategy in Asia

•   Foreign Policy: Biden’s Bold Gamble on Immigration Will Decide America’s Future

•   Foreign Policy: Navalny's Accelerationist Tactics Are Forcing Russia to Make Hard Choices

•   Foreign Policy: Pompeo's Xinjiang Declaration Is Tainted by His Own Lack of Credibility

•   Foreign Policy: The U.S. Coronavirus Response Might Be a Crime Against Humanity

•   Foreign Policy: For Modi, Courting the Arab World Begins With India’s Muslims

•   Foreign Policy: India—Known as the World’s Pharmacy—Is Using Vaccine Diplomacy to Restore Friendly Ties Around the World and Compete with China

•   Foreign Policy: Biden Can Reinvent American Power for a Post-Trump World

•   Foreign Policy: Why Boris Johnson Won’t Clash With Joe Biden

•   Foreign Policy: South Korea Shows How to Mend a Broken Democracy

•   Foreign Affairs: Iranian Foreign Minister Javad Zarif Urges America to Return to the Nuclear Deal It Abandoned

•   Foreign Affairs: The Myth of a Responsible Withdrawal From Afghanistan

•   Foreign Affairs: To Build Back Better, Biden Needs to Fix Trade

•   Foreign Affairs: How to Contain Putin’s Russia

•   Foreign Affairs: Wealthy Countries Should Share Vaccine Doses Before It Is Too Late

•   Barron's: Biden’s China Policy Will Look Different From Trump’s. What That Means for Investors.

•   Barron's: China’s Economy Did Well in 2020. The U.S. Economy Did Not, but It’s Better Off. Here’s Why.

•   Barron's: How to Fix the Vaccine Rollout? Pay People to Get a Shot.

•   Barron's: 7 Questions About Race and Economics the Senate Should Ask Biden’s Nominees

•   Barron's: Interested in Chinese Growth? Invest With Caution.

•   Harvard Business Review: ESG Impact Is Hard to Measure — But It’s Not Impossible

•   MIT Technology Review: The Biden administration’s AI plans: what we might expect

•   MIT Technology Review: China’s surging private space industry is out to challenge the US

•   Power Magazine: Solar Microgrids Offer Pathway to Decarbonize Mining

•   Windpower Monthly: Global turbine orders rise in 2020 despite early Covid-19 slump

•   Windpower Monthly: China reports 72GW wind connected to grid in record-breaking 2020

•   Windpower Monthly: German offshore wind industry demands action after expansion slows

•   Windpower Monthly: Offshore wind spending reaches record high in 2020

•   Nature: Fast-spreading COVID variant can elude immune responses

•   Nature: Are COVID vaccination programmes working? Scientists seek first clues

•   매경이코노미: 애플發 전기차 `빅뱅`...현대·기아차 글로벌 전기차 빅플레이어 된다

•   매경이코노미: 전기차 `카마겟돈` 첫번째 관전포인트는 전고체 배터리

•   매경이코노미: 올해 대세는 전기차...아이오닉5·모델Y 맞짱

•   매경이코노미: 충전소 등 인프라 부족 문제 심각…폐배터리 재활용 기술 확보 시급

•   매경이코노미: [경제칼럼] ESG경영, 선택 아닌 필수 아직도 눈치만 보시나요

•   한경비즈니스: 국내 54개 그룹 지배구조 랭킹…아모레퍼시픽 1위 ‘33계단 껑충’

•   한경비즈니스: 두산, 친환경 사업·CSR위원회·건전한 지배구조…'ESG 모범생'

•   한경비즈니스: [프리뷰] 애플카 참여 저울질…‘전기차 빅뱅’ 핵으로 부상한 현대차그룹

•   한경비즈니스: 리서치센터장이 본 ‘CES 2021’...6가지 투자 포인트

•   한경비즈니스: 피델리티가 본 비트코인에 대한 6가지 편견과 오해 [비트코인 A to Z]

•   이코노미조선: ‘트럼프의 유산’과 한반도의 선택

•   이코노미조선: 2021년 최대 화두 ‘재개발’ 들여다보기

•   이코노미조선: “바이든 시대, 트럼프보다 더 센 美 우선주의…韓 기업 현지생산 등 대책 찾아야”

•   주간조선: 공매도 재개? 증권사 리서치센터장 4인의 주식시장 전망

•   주간조선: 실물경제와 주식시장의 디커플링 바로 보기

•   신동아: 정용훈 카이스트 교수 “내가 원자력마피아? 싸잡아 범죄집단으로 매도!”

•   신동아: 이란이 한국 선박 ‘기획 나포’한 까닭

•   이코노미스트: [2021년 ‘전기차 해일’ 온다] IT 공룡과 완성차업체의 ‘합종연횡’ 속도전

•   이코노미스트: [2021년 ‘전기차 해일’ 온다] ‘전용 전기차’ 줄줄이 내놓는 완성차업계… 강화되는 규제가 속도 높여

•   이코노미스트: [IT 공룡과 완성차업체의 ‘합종연횡’ 속도전] ‘움직이는 스마트폰’ 애플카·바이두차 나온다

•   이코노미스트: [전기차도 ‘배출가스 제로’ 아니다] 다가오는 LCA 규제…전비 높이고, 배터리 생산과정 배출 줄여야

•   이코노미스트: [전기차 성장 막는 요소 ‘火火’] 코나EV, 볼트EV, 모델X까지 화재 ‘불안’

•   이코노미스트: [백프로 환율 돋보기] 바이든 시대의 환율과 달러화 정책

•   이코노믹리뷰: [수소경제의 길①] 유럽부터 중동까지…'수소 드림' 꾸는 세계

•   이코노믹리뷰: [수소경제의 길②] 투자하고 협력하고…'수소 패권' 잡기 본 궤도

•   이코노믹리뷰: [수소경제의 길③] 수소 모빌리티, 한국이 이끈다

•   이코노믹리뷰: [수소경제의 길④] 'K수소' 풀어야 할 과제는

•   시사위크: 정치권 ‘블루칩’으로 부상한 김동연의 미래

•   월간로봇기술: 로보덱스 2021, 물류혁신에 공헌할 로봇 다수 등장한다

[Books]

•   Economist: Satan’s slips - The history of America’s relationship with Iran

•   FT: America’s big China question

•   MIT News: 3 Questions: Daron Acemoglu on the “dangerous situation” still facing the U.S.

•   Brookings: Trade in the 21st Century

•   매경: 바이든식 뉴딜이 몰고올 부의 지각변동

•   한경: [주목! 이 책] 제트코노미

•   조선: 코로나發 전자화폐 전쟁… 현금 없는 사회 앞당겨

•   조선: 주식 투자서, 교보 베스트셀러 사상 첫 종합 1위

•   조선: [장강명의 벽돌책] 기후변화 對 자본주의

•   동아: [책의 향기]억만장자들의 우주전쟁, 이유가 있었네