Business Intelligence Monitor Weekly 210308~210314

[Reports]

•   IMF: How to Design a Fiscal Strategy in a Resource-Rich Country

•   IMF: How Countries Are Helping Small Businesses Survive COVID-19

•   IMF: A New Vision for the US Climate Agenda

•   IMF: Vietnam: Successfully Navigating the Pandemic

•   IMF: Transcript of IMF Press Briefing

•   IMF: Keeping it Local: A Secure and Stable Way to Access Financing

•   World Bank: One Year Into The COVID-19 Pandemic, Six Stories That Inspire Hope

•   OECD: OECD Economic Outlook, Interim Report March 2021

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

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

•   WTO: Barometer points to services trade rebound in short run, long term outlook less clear

•   ADB: The Influence of US Dollar Funding Conditions on Asian Financial Markets

•   BIS: Covid-19 bank dividend payout restrictions: effects and trade-offs

•   White House: The American Rescue Plan Passed – Now What?

•   White House: Fact Sheet: President Biden to Announce All Americans to be Eligible for Vaccinations by May 1, Puts the Nation on a Path to Get Closer to Normal by July 4th

•   White House: Remarks by President Biden on the Anniversary of the COVID-19 Shutdown

•   White House: Fact Sheet: President Biden Expands Efforts to Recruit More Vaccinators

•   White House: Quad Leaders’ Joint Statement: “The Spirit of the Quad”

•   White House: Fact Sheet: Quad Summit

•   White House: Remarks by President Biden on the American Rescue Plan

•   U.S. Treasury: United States Targets Family Members Profiting from Connection to Burmese Coup Leader

•   U.S. Treasury: Treasury Department Begins Sending Economic Impact Payments from the American Rescue Plan to Americans

•   USTR: USTR Announces Conclusion of WTO Quota Negotiations with the European Union

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

•   European Commission: Commission supports Member States in tackling coronavirus hotspots with offer of four million additional doses of BioNTech-Pfizer vaccine to be delivered this month

•   European Commission: Commission's new consumer survey shows impact of COVID-19 and popularity of ‘greener' choices

•   European Commission: Europe's Digital Decade: Commission sets the course towards a digitally empowered Europe by 2030

•   European Commission: Europe's Digital Decade – Questions and Answers

•   Fed: Federal Reserve Board announces it will extend its Paycheck Protection Program Liquidity Facility, or PPPLF, by three months to June 30, 2021

•   FRBNY: Consumers Expect Higher Rent and Gasoline Price Growth

•   St. Louis Fed: Staff Pick: Shifts in U.S. Trade Balance and Industrialization

•   ECB: Monetary policy decisions

•   ECB: Christine Lagarde, President of the ECB, Luis de Guindos, Vice-President of the ECB

•   NBER: The Trade-off Between Prioritization and Vaccination Speed Depends on Mitigation Measures

•   NBER: Exchange Rate Pass-Through, Monetary Policy, and Real Exchange Rates: Iceland and the 2008 Crisis

•   NBER: Can Automatic Government Spending Be Procyclical?

•   NBER: Replicating the Dow Jones Industrial Average

•   NBER: A New Spatial Hedonic Equilibrium in the Emerging Work-from-Home Economy?

•   NBER: A Model of Credit, Money, Interest, and Prices

•   NBER: Market Power in Neoclassical Growth Models

•   NBER: Do Monetary Policy Frameworks Matter in Low Income Countries?

•   NBER: Artificial Intelligence and Pricing: The Impact of Algorithm Design

•   NBER: Climate Policy, Financial Frictions, and Transition Risk

•   CEPR: CEPR Discussion Papers 07 March 2021

•   CEPR: Seventy-first Issue - Covid Economics: Vetted and Real-Time Papers | Centre for Economic Policy Research

•   VoxEU: Supply chains and trade flows volatility in the face of global shocks

•   VoxEU: he ECB’s green agenda

•   VoxEU: Sustaining India’s growth miracle requires increased attention to inequality of opportunity | VOX, CEPR Policy Portal

•   VoxEU: The productivity of working from home: Evidence from Japan

•   World Economic Forum: Balancing economic growth and the environment: lessons from Brazil

•   World Economic Forum: Scientists are building a digital twin of the Earth to fight climate change

•   World Economic Forum: This is how India could kickstart a green energy revolution

•   World Economic Forum: Why change-making intrapreneurs are a key source of renewable energy for businesses

•   World Economic Forum: Why industrial clusters can be the heart of the green revolution

•   World Economic Forum: Climate change: What is COP26 and why does it matter?

•   World Economic Forum: The path to a greener future begins in our cities

•   World Economic Forum: Confidence in COVID-19 vaccines continues to rise, Ipsos-Forum poll shows

•   World Economic Forum: Chart: World economy predicted to return to pre-pandemic levels in 2021

•   World Economic Forum: 4 questions you need to ask of your post-COVID-19 supply chain

•   World Economic Forum: 3 actions for business to prepare for a post-pandemic future

•   Brookings: Biden’s first address to the nation: Truth, empathy, and results

•   Brookings: A new approach to problem-solving across the Sustainable Development Goals

•   Brookings: Why staying in Afghanistan is the least bad choice for Biden

•   Brookings: The problem with linking debt forgiveness to the Sustainable Development Goals

•   Brookings: Managing developing countries’ sovereign debt

•   Brookings: Africa in the News: Risk of Ebola outbreak grows, South African economy rebounds, and politics update

•   Brookings: Climate finance: What are the ‘known unknowns’?

•   Brookings: In some cities, the pandemic’s economic pain may continue for a decade

•   Brookings: Hutchins Roundup: Loan forbearance, tutoring, and more

•   Brookings: Why America Needs a Tech New Deal

•   CSIS: Is Trade Going to Save the World?

•   CSIS: No Quick Fixes for WTO Dispute Settlement Reform

•   CSIS: A Year into the Pandemic: The State of International Development

•   CSIS: Afghanistan: Another Peace to End All Peace?

•   CSIS: Biden Should Seize APEC and ASEAN Opportunities

•   CSIS: The Geopolitics of Critical Minerals Supply Chains

•   CSIS: The Future of U.S.-Russian Arms Control: Principles of Engagement and New Approaches

•   CSIS: Press Call: Secretary Blinken and Secretary Austin’s Trip to Japan and South Korea

•   38 North: North Korea’s Yongbyon Nuclear Center: Additional Activity at the Radiochemical Laboratory and Uranium Enrichment Plant

•   McKinsey:COVID-19: Briefing note #45, March 10, 2021

•   EIA: Short-Term Energy Outlook

•   OPEC: MOMR March 2021

•   BNEF: Global Wind Industry Had a Record, Near 100GW, Year as GE, Goldwind Took Lead From Vestas

•   Wood Mackenzie: Commercial electric vehicle charging equipment market worth over $870 billion by 2050

•   Wood Mackenzie: Global offshore wind O&M market to grow 16% annually to US$12 billion by 2029

•   GWEC: North and Latin America increased wind power installations by 62% in 2020

•   IDC: Smartphone Shipments to Grow 5.5% in 2021 Driven by Strong 5G Push and Pent-up Demand, According to IDC

•   IDC: The PC Shipment Wave Continues as Volumes Are Forecast to Grow 18.2% in 2021 with a 5-Year CAGR of 2.5%, According to IDC

•   IDC: Worldwide Server Market Revenue Grew 1.5% Year Over Year in the Fourth Quarter of 2020, According to IDC

•   IDC: IDC's Worldwide Quarterly Ethernet Switch and Router Trackers Show Mixed Results in Fourth Quarter of 2020

•   Strategy Analytics: A Funny Thing Happened on the Way to 5G Cars

•   Strategy Analytics: Q4’20: Chinese Smartphones Dominate Indonesia

•   Strategy Analytics: Apple to Begin iPhone 12 Manufacturing in India

•   Strategy Analytics: Amazon Vesta for Home Robots

•   Strategy Analytics: Will Starlink Work on your Smartphone?

•   Strategy Analytics: Driven by 5G and 5 nm Chips, 2020 Smartphone Applications Processor Market Sees All-Time High Revenue

•   Strategy Analytics: Will Find X3 Help OPPO Tap US$600+ Bands in China and Europe?

•   DRAMeXchange: 【Market View】Unaffected by Seasonal Headwinds, Global Smartphone Production Declines by Mere 6% in 1Q21, as Total Yearly Production Likely to Reach 1.36 Billion Units, Says TrendForce

•   DRAMeXchange: 【Market View】Persistent Shortage Results in Near 7% MoM Increase in Average Contract Price of Specialty DDR3 4Gb Chips in February, Says TrendForce

•   DRAMeXchange: 【Market View】Prices of Client SSDs for Notebook Computers to Enter Early Uptrend in 2Q21 with 3-8% Increase QoQ, Says TrendForce

•   DRAMeXchange: 【Market View】Automotive Applications Projected to Account for More Than 3% of Total DRAM Bit Consumption in 2024 Owing to Autonomous Vehicle Industry Growth, Says TrendForce

•   DRAMeXchange: 【Market View】Strong Growth Expected for Third-Generation Semiconductors in 2021, with GaN Power Devices Undergoing Highest YoY Increase in Revenue at 90.6%, Says TrendForce

•   DRAMeXchange: 【Market View】Impaired Shipment of Qualcomm 5G RFIC Expected to Lower 2Q21 Smartphone Production by About 5%, Says TrendForce

•   IC Insights: IC Insights Raises Its 2021 IC Market Forecast from 12% to 19% Growth

•   한국은행: 해외경제 포커스(제2021-9호)

•   한국은행: 통화신용정책보고서(2021년 3월)

•   한국은행: 2021년 1월 국제수지(잠정)

•   한국은행: 2021년 2월중 금융시장 동향

•   한국은행: 2021년 2월 이후 국제금융·외환시장 동향

•   한국은행: 한국은행, 한시적 대출 적격담보증권 확대 운용 등 종료

•   한국은행: [현지정보] 독일연방은행, 매입채권에 대한 24억 유로의 충당금 적립

•   한국은행: [동향분석] 최근 유로지역 경제동향 및 전망(2021.2월)

•   한국은행: [현지정보] 연준 , PPPLF(2021.6월말까지 연장 )를 제외한 긴급대출프로그램 종료

•   한국은행: [동향분석] 최근의 미국경제 상황과 평가

•   한국은행: [현지정보] 美 상·하원, 1.9조 달러 규모 코로나19 구호법안 최종 의결

•   한국은행: [현지정보] 중국, 양회에서 '백신여권' 도입 발표

•   한국은행: [현지정보] 최근 위안화 환율 약세 요인 및 향후 전망

•   국제금융센터: 바이든 정부 下 미·중 갈등 양상 변화 점검

•   국제금융센터: 테이퍼 탠트럼 vs 인플레이션 탠트럼

•   국제금융센터: EU, 금융권 ESG 제도화의 본격 시행

•   국제금융센터: 환율전망의 정확성에 대한 검토 및 활용방안

•   국제금융센터: 美 4·5월 Inflation Spike 가능성 점검

•   국제금융센터: LIBOR 대체 추진 가속화

•   국제금융센터: 최근 달러화 강세 배경과 IB들의 달러화 전망 변화

•   국제금융센터: [Weekly] 주간 Global Opinions(3.1~7)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.8)

•   국제금융센터: [은행] 글로벌 은행산업 트렌드(3.8)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.9)

•   국제금융센터: [Monthly] 글로벌 리스크 워치(2021. 3월)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.10)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.11)

•   국제금융센터: [21.3월] 국제금융 Inside

•   국제금융센터: 코로나19 관련 동향 및 해외시각(3.12)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입지속, 채권 유출 전환

•   kotra: 코로나19를 헤쳐 나가는 독일 사회적기업

•   kotra: 미얀마 비상사태 이후 금융 및 물류 동향 업데이트(3.8.)

•   kotra: 쿠데타 발생 이후 해외투자 중단된 미얀마

•   kotra: 2021 유럽 그린딜 진출 설명회 현장 속으로

•   kotra: 2021년 일본 경제동향

•   kotra: 복잡한 인도 정부조직, 우리 기업이 알아둬야 할 주요 사항

•   kotra: 미얀마 비상사태 이후 경제 동향(3.10.)

•   kotra: 코로나19 팬데믹 1년, 독일 해운조선업의 'K자 회복'

•   kotra: 미국 고용시장 전망

•   kotra: 2021년 인도네시아 국가 개발 계획 및 예산안 분석

•   kotra: 미얀마 비상사태 이후 경제 동향(3.12.)

•   kotra: 프랑스, 수소 프로젝트 최근 동향

•   kotra: 체코 신재생에너지, 현대화기금 유입으로 지원 확대

•   통계청: 「국민 삶의 질 2020」보고서 발간

•   대외경제정책연구원: 미국 바이든 행정부의 대중동 정책과 중동 주요국의 대응 방향

•   대외경제정책연구원: WTO 전자상거래 협상 전망과 한국의 과제

•   대외경제정책연구원: 인도와 중국의 코로나19 백신 개발 및 외교 동향과 시사점

•   EMERiCs: [동향세미나] 인도 전기 자동차 산업 동향 및 정책

•   EMERiCs: [이슈트렌드] 인도네시아, 무슬림 경제 성장과 원리주의 확산 가능성

•   EMERiCs: [동향세미나] 코로나19 장기화에 따른 러시아 지방정부 재정적자 전환

•   EMERiCs: [이슈트렌드] 쿠웨이트 정부, 재정 적자 대응 방안 두고 의회와 대립

•   EMERiCs: 현장에서 들어본 카타르 단교 사태 정상화에 따른 영향

•   EMERiCs: 남아공 경제, 2020년 4분기에 1.5% 성장...연간경제성장률 6.3% 달성

•   EMERiCs: 사우디, 4월 아시아·미국行 선적분 원유 가격 인상

•   EMERiCs: [이슈트렌드] 콜롬비아, ‘평화 협정’ 이후에도 유혈충돌 끊이지 않아... 국제사회의 우려 속 미국 개입 가능성

•   EMERiCs: [이슈트렌드] 국영기업을 우선하는 멕시코의 전력산업법, 논란에도 불구하고 의회 통과

•   EMERiCs: [이슈트렌드] 2020년 중동부유럽 경제, 대부분 위축

•   EMERiCs: [이슈트렌드] ‘3개 레드라인’과 新 상장폐지 규정에 울고 웃는 中 부동산 기업

•   EMERiCs: [이슈트렌드] 中 당국, ‘전정특신(专精特新)’ 기업·‘작은 거인’ 기업 육성 박차

•   EMERiCs: [이슈트렌드] 中 입체교통망 건설 추진, 소비 확대의 기간 될 것

•   EMERiCs: [차이나인사이트] 중국이 외자 유치의 최대 승자가 될 수 있었던 이유

•   EMERiCs: 2021년 중국 양회 미리보기

•   EMERiCs: 정부업무보고에서 본 중국경제 운용 방향

•   국제무역연구원: 2021년 중국 주요 정책방향과 시사점

•   수출입은행 해외경제연구소: '21 월간 국내외 거시경제 동향 2월호

•   현대경제연구원: 새로운 불안 요인， 스태그플레이션 리스크- 최근 경제 동향과 경기 판단(2021년 1분기)

•   현대경제연구원: 엥겔계수와 슈바베계수의 동반 급등-국민계정으로 살펴본 가계소비의 특징과 시사점

•   국회예산정책처: 2021년도 제1회 추가경정예산안 분석

•   하나금융경영연구소: 2021 KOREAN WEALTH REPORT : 부자와 대중부유층의 자산관리 트렌드

•   하나금융경영연구소: 수출·투자 중심의 경기 회복세 지속 - 3월 경제 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2021.3.8)

•   KDB미래전략연구소: 중국의 부실채권(NPL) 시장 현황

•   KDB미래전략연구소: 차량용 반도체 부족 원인 분석과 전망

•   KB: 3월 8일 기준 「[주간] 리브부동산 주택시장동향」 조사결과

•   KB경영연구소: KB부동산시장 리뷰 2021-3호

•   KB경영연구소: 주택소유통계로 본 주택시장 변화

•   건설산업연구원: 2021년 월간 건설·부동산 동향 03월

•   건설산업연구원: 건설동향브리핑 797호

•   주택금융연구원: 2020년 주택시장 및 최근 정책 동향

•   국가안보전략연구원: 바이든 취임 이후 미국 외교전략의 도전요인과 과제

•   전경련: ESG 글로벌 공시, 평가, 법적 쟁점 세미나

•   전경련: 글로벌 주식시장 차등의결권 도입현황 및 기업경영성과 분석

•   전경련: 글로벌 인덱스로 본 서울시의 도시 경쟁력

•   한국경제연구원: 빼앗긴 청년의 봄, 대기업 63.6% 상반기 채용 ‘0’ 또는 미정

•   경총: 경총, '2020년 최저임금 미만율 분석결과 및 시사점' 발표

•   경총: 개정 노조법 시행에 따른 부작용 최소화 장치 반드시 필요

•   한국신용평가: [Podcast] 크레딧 관점에서 바라본 성공적인 M&A란? (Ⅰ) 과거 대규모 M&A 사례

•   한국신용평가: [Podcast] 크레딧 관점에서 바라본 성공적인 M&A란? (Ⅱ) SK하이닉스 등 최근 M&A 사례

•   NICE신용평가: 인플레이션의 복귀와 장기금리 상승 가능성 (III) - 70년대의 교훈과 지금 시장이 Fed에게 묻고 있는 것

•   기재부: 월간 재정동향 2021년 3월호 발간

•   기재부: 경제협력개발기구(OECD) 중간경제전망(Interim Economic Outlook) 발표

•   기재부: 제9차 정책점검회의

•   기재부: 제16차 부동산시장 점검 관계장관회의 개최

•   산업부: 2050 탄소중립, 산업공정 R&D 투자 강화로 실현

•   산업부: 반도체·디스플레이 업계, 선제적 탄소중립 공동선언 탄소중립 R&D 및 투자 본격화로 초격차 유지한다

•   산업부: 2050 탄소중립, 비철금속업계 동참

•   산업부: 2050 탄소중립 실현의 관건은 강력한 에너지 수요감축

•   산업부: (참고자료)차량용 반도체 산업역량 강화 본격 추진

•   산업부: 글로벌 핫이슈 탄소국경세, 통상법으로 파헤친다.

•   산업부: 정유업계,‘2050 탄소중립’동참 첫걸음

•   산업부: 산업부, 미래車･유망新산업 분야의 16개社 사업재편 승인

•   산업부: 산업부, 수소혁신데스크 설치로‘수소투자기업’밀착지원

•   국토부: 전국 건축물 총 7,275,266동 / 39억 6천만㎡

•   국토부: 드론의 모든 정보를 한 눈에…15일부터 드론정보포털 운영

•   외교부: 미얀마 정세 관련 우리 정부 대응조치

•   외교부: 제11차 한미 방위비분담특별협정[SMA] 협상 최종 타결

•   금융위: 「자본시장법 시행령」개정안 입법예고

•   금융위: [보도참고] 2021년 2월중 가계대출 동향(잠정)

•   금감원: 2021년 2월 외국인 증권투자 동향

•   보건복지부: 현행 사회적 거리 두기 단계 유지 (수도권 2, 비수도권 1.5단계)

•   질병관리청: [보도설명자료] 조선일보, 백신 접종 일정 관련

[Magazines]

•   Economist: The world economy - Joe Biden’s stimulus is a high-stakes gamble for America and the world

•   Economist: The $3trn question - The world’s consumers are sitting on piles of cash. Will they spend it?

•   Economist: Buttonwood - How America’s blockbuster stimulus affects the dollar

•   Economist: Politics - How to renew America’s democracy

•   Economist: Motion to dismiss - The filibuster is an oddity that harms American democracy

•   Economist: How useful are vaccine passports?

•   Economist: Papers, please - Are vaccine passports a good idea?

•   Economist: The transformation of retailing - 21st-century consumers will change capitalism for the better

•   Economist: How Britain can benefit from Brexit

•   Economist: Britain will drift from Europe, but not very far

•   Economist: Brexit - The cost of Brexit becomes apparent

•   Economist: Getting off lightly - India seems to have suffered surprisingly few deaths from covid-19

•   Economist: Banyan - Myanmar’s generals have not thought their coup through

•   Economist: The big target - A confident China seeks to insulate itself from the world

•   Economist: To crush democracy, China is changing Hong Kong’s political rules

•   Economist: A Californian experiment in the provision of guaranteed income returns its first results

•   Economist: Back in the game - Lula, a former president of Brazil, could run again in 2022

•   Economist: A protracted swell of cases highlights Europe’s vaccine problems

•   Economist: Demolition Draghi - Italy’s new prime minister upends the country’s political parties

•   Economist: The return of one-to-one commerce

•   Economist: E-commerce profits may become harder to make

•   Economist: The rise of the rebel brands

•   Economist: How to know what customers want

•   Economist: Shop assistants and the retail renaissance

•   Economist: Welcome to democratised retail

•   Economist: Telling all - Regulators want firms to own up to climate risks

•   Economist: Japanese business - A reluctant Japan Inc at last enters the digital age

•   Economist: High and tight - Oil markets prepare for lofty prices and restrained supply

•   Economist: Shots fired - The many guises of vaccine nationalism

•   Economist: Lies, damned lies and implied lies - China’s budget forecast is more informative than its growth target

•   Economist: Warmer Arctic waters could turn the tides in LNG markets

•   Economist: China’s government is cracking down on fintech. What does it want?

•   Economist: The perils of asking central banks to do too much

•   Forbes: Is Digital Currency Coming? Not Just Yet

•   Forbes: Federal Stimulus Bill Has Huge Tax Change For Gig Workers

•   Fortune: COVID vaccine passports to travel freely are still a dream—except in China

•   Fortune: EU aims to stamp out greenwashing with disclosure requirements for sustainable investing funds

•   Fortune: COVID-19 Vaccine: How game theory could solve the rollout puzzle

•   Bloomberg Businessweek: Cheap Electric Vehicles in China Bring Green Transportation to the Masses

•   Bloomberg Businessweek: Covid Pandemic Made Racial, Income Inequality Much Worse

•   Bloomberg Businessweek: The Economy Looks Set to Roar, and That Worries Investors

•   Bloomberg Businessweek: Biden’s $4 Trillion Industrial Policy Faces Bigger Hurdles Than Politics

•   Bloomberg Businessweek: China’s $4,230 Electric Cars Tap Huge Market Tesla Can’t Reach

•   Bloomberg Businessweek: One Name for Build Back Better Is ‘Infrastructure-Plus-Plus’

•   Time: COVID-19 One Year Later: 12 Months of the Pandemic in Photos

•   Time: What the COVID-19 Relief Bill Means for Joe Biden

•   Time: What Happens Next in Brazil Now that Lula Has Returned

•   Atlantic: Can COVID-19 Vaccines Be Kept Private?

•   Foreign Policy: Quad Summit’s Vaccine Deal Is Biden’s Bold First Move in Asia

•   Foreign Policy: America Will Only Beat China When Its Regime Fails

•   Foreign Policy: With 20th Anniversary of 9/11 Nearing, Biden Team Debates How to End War on Terror

•   Foreign Policy: China’s New Five-Year Plan Is a Disappointment

•   Foreign Policy: The Fukushima Plant Is Still Leaking Poison After a Decade

•   Foreign Policy: Myanmar Protesters Change Tactics After Deadly Military Crackdowns

•   Foreign Policy: Beijing’s Spending Suggests that Western Fears of Its Influence In the Chinese Economy May be Misdirected

•   Foreign Policy: Scottish Independence From United Kingdom Poses Security Problem for U.S.

•   Foreign Affairs: America’s Indo-Pacific Folly

•   Foreign Affairs: Vaccine Diplomacy Is Paying Off for China

•   Foreign Affairs: How the Pandemic Changed the World

•   Foreign Affairs: The Pandemic That Won’t End

•   Foreign Affairs: “Maximum Pressure” Hardened Iran Against Compromise

•   Barron's: As the Covid-19 Pandemic Fades, the U.S. Economy Could Soar

•   Barron's: India Wants to Copy American Vaccines. Biden Shouldn’t Fall For It.

•   Barron's: Why the ECB’s Ambiguity Is at Risk of Turning Destructive

•   Barron's: How Biden's Climate Plans Can Get Ahead of the Federal Bureaucracy

•   Barron's: Biden Is Going Big on the Future of Cars. So Why Are Autonomous Vehicles Lagging?

•   Barron's: Can the Fed Really Fine-Tune the Economy? Its Credibility Is at Stake

•   Harvard Business Review: Your Company Downsized During the Pandemic. Here’s How to Rebuild.

•   Harvard Business Review: It’s Time to Rethink Your Global Logistics

•   MIT Technology Review: Here’s what the CDC says you can do once you’re vaccinated—and what it doesn’t

•   MIT Sloan Management Review: Platform Scaling, Fast and Slow

•   MIT Sloan Management Review: How Healthy Is Your Business Ecosystem?

•   MIT Sloan Management Review: Competing on Platforms

•   Power Magazine: Floating Energy Storage Systems Take Shape

•   Windpower Monthly: ‘We can go further in the North Sea’ - GE Renewable Energy CEO

•   Windpower Monthly: Extreme weather losses for wind on the rise since 2010

•   Windpower Monthly: Global offshore wind O&M market due 16% annual growth in 2020s

•   Windpower Monthly: Jera plans 600MW Japanese offshore wind farm

•   Science: Countries now scrambling for COVID-19 vaccines may soon have surpluses to donate

•   Nature: COVID antibody treatments show promise for preventing severe disease

•   매경이코노미: `국민 알바` 된 라이더...언택트 경제 뒤흔들다

•   매경이코노미: 원자재 슈퍼사이클 시작됐나...구리·원유·옥수수·커피 다 오른다

•   매경이코노미: PI첨단소재-스마트폰·전기차 필수 소재…1년 새 주가 2배

•   한경비즈니스: TSMC, ‘반도체 동맹’ 핵심 축 등장…한국의 선택은

•   이코노미조선: 브렉시트 발효 60일 미풍일까 광풍일까 세계사적 대전환… 美·中 양강 국제 질서 재편 계기 될까

•   이코노미조선: 유럽 통합과 해체 역사, 그리고 글로벌 경제

•   이코노미조선: 브렉시트 후폭풍 英, 세계 1위 국제 금융허브 뉴욕에 내주고 1월 對 EU 수출 60%↓…위스키 수출 통관 지체

•   이코노미조선: 유럽 통합과 재편 역사 속 브렉시트 英 다시 ‘화려한 고립’ 택해…세계 경제 지형 흔든다

•   이코노미조선: “英, 브렉시트 후 ‘글로벌 브리튼’ 강화…한국에는 기회”

•   이코노미조선: [Interview] 전우형 코트라 런던무역관장 “영국·EU 산업 경쟁력 변화에 위기와 기회 있다”

•   이코노미조선: “통관 절차 까다로워져 비용 증가…자동차 산업 피해”

•   이코노미조선: “英, 브렉시트로 25년 내 서유럽 최대 경제 강국 된다”

•   이코노미조선: [지상 대담] 경제 전문가 2人의 인플레 리스크 전망 “美 인플레이션 국내 전염 가능성 작아…안전 투자해야”

•   이코노미스트: [조원경의 알고 싶은 것들의 결말(27) 인플레이션이 코앞에 다가왔을까?] 인플레이션 논쟁과 성장주의 수난

•   주간한국: [EGS가 미래다] ESG의 전제는 바로 장기주의(Long-termism)

•   주간경향: [포커스]대세가 된 탈석탄, 공적 금융은 나 홀로 ‘모르쇠’

[Books]

•   Bloomberg Businessweek: Karen Petrou Says Higher Rates ‘Should Be Resolutely Pursued’

•   매경: 육식 자본주의는 끝났다…'ESG 경영'에 올라타라

•   매경: 세계 최고부자 만난 남자, 상위 1% 부자들의 공통점은?

•   매경: 아마존엔 왜 .ppt 파일이 없을까

•   매경: 팬데믹으로 드러난 초연결사회의 그늘

•   한경: [책마을] 개미들을 위한 강방천의 '투자 비밀병기'

•   한경: [주목! 이 책] 회사를 구하는 인사

•   한경: [주목! 이 책] 탄력 성장

•   서경: [책꽂이] 5,000년간 돈은 어디로 흘렀나

•   서경: [책꽂이] 포스트 코로나 시대 세계 질서 해법은