Business Intelligence Monitor Weekly 210412~210418

[Reports]

•   IMF: Regional Economic Outlook for Europe

•   IMF: From Vaccines to V-Shaped Recovery in Europe

•   IMF: After a Strong Crisis Response, Asia Can Build a Fairer and Greener Future

•   IMF: Regional Economic Outlook for Sub-Saharan Africa

•   IMF: Regional Economic Outlook for Western Hemisphere

•   IMF: Short-term Shot and Long-term Healing for Latin America and the Caribbean

•   IMF: The Ascent of Digital Money

•   IMF: A COVID-19 Recovery Contribution

•   IMF: Securing a Green Recovery: The Economic Benefits from Tackling Climate Change

•   IMF: A COVID-19 Recovery Contribution

•   World Bank: Pandemic Recovery is an Opportunity to Step Up Climate Change Action in Europe and Central Asia

•   World Bank: Machine Learning in International Trade Research : Evaluating the Impact of Trade Agreements

•   World Bank: The Economic Ripple Effects of COVID-19

•   World Bank: How to End the COVID-19 Pandemic by March 2022

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

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

•   OECD: Employment situation, OECD, fourth quarter 2020

•   ADB: Assessment of COVID-19 Response in the Republic of Korea

•   BIS: Basel Committee publishes analytical reports on climate-related financial risks

•   BIS: Capital flows, exchange rates and monetary policy frameworks in Latin American and other economies

•   White House: Pandemic Prices: Assessing Inflation in the Months and Years Ahead

•   White House: White House Releases State-by-State Fact Sheets to Highlight Nationwide Need for the American Jobs Plan

•   White House: Remarks by President Biden at a Virtual CEO Summit on Semiconductor and Supply Chain Resilience

•   White House: Readout of White House CEO Summit on Semiconductor and Supply Chain Resilience

•   White House: Remarks by President Biden before Meeting with Bipartisan Group of Members of Congress to Discuss the American Jobs Plan

•   White House: FACT SHEET: The American Jobs Plan Supports Small Businesses

•   White House: FACT SHEET: The American Jobs Plan Supports Veterans

•   White House: Executive Order on Blocking Property with Respect to Specified Harmful Foreign Activities of the Government of the Russian Federation

•   White House: FACT SHEET: Imposing Costs for Harmful Foreign Activities by the Russian Government

•   White House: Remarks by President Biden on Russia

•   White House: Fact Sheet: Biden Administration Announces $1.7 Billion Investment to Fight COVID-19 Variants

•   White House: Fact Sheet: Biden Administration Invests $4 Billion in American Rescue Plan Funding to Combat COVID-19 in Indian Country

•   White House: U.S.- Japan Joint Leaders’ Statement: “U.S. - JAPAN GLOBAL PARTNERSHIP FOR A NEW ERA”

•   White House: Remarks by President Biden and Prime Minister Suga of Japan at Press Conference

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

•   U.S. Treasury: Treasury Escalates Sanctions Against the Russian Government’s Attempts to Influence U.S. Elections

•   U.S. Treasury: Treasury Sanctions Russia with Sweeping New Sanctions Authority

•   U.S. Department of Commerce: U.S. Department of Commerce Statement on Actions Taken Under ICTS Supply Chain Executive Order

•   U.S. Department of State: U.S.-China Joint Statement Addressing the Climate Crisis

•   CBO: Budgeting for Federal Investment

•   ODNI: 2021 Annual Threat Assessment

•   European Commission: NextGenerationEU: Commission gets ready to raise up to €800 billion to fund the recovery

•   Fed: Inflation Thresholds and Policy-Rule Inertia: Some Simulation Results

•   Fed: Oil, Equities, and a “Nonbinding” Zero Lower Bound: The Monetary Policy Response to COVID-19

•   Fed: Beige Book - April 14, 2021

•   Fed: Speech by Vice Chair Richard H. Clarida - The Federal Reserve's New Framework and Outcome-Based Forward Guidance

•   Fed: Business Exit During the COVID-19 Pandemic: Non-Traditional Measures in Historical Context

•   Fed: Uptake of the Main Street Lending Program

•   FRBNY: Consumers’ Inflation, Home Price and Spending Expectations Keep Rising

•   FRBNY: April Regional Service-Sector Survey Points to A Long-Awaited Rebound -Liberty Street Economics

•   FRBNY: What Is behind the Global Jump in Personal Saving during the Pandemic?

•   FRBNY: How COVID-19 Affected First-Time Homebuyers

•   FRBSF: Where Is the U.S. COVID-19 Pandemic Headed?

•   St. Louis Fed: Decentralized Finance: On Blockchain- and Smart Contract-Based Financial Markets | St. Louis Fed

•   St. Louis Fed: Lockdown Responses to COVID-19

•   St. Louis Fed: More Stories of Unconventional Monetary Policy

•   St. Louis Fed: Measuring Market-Based Inflation Expectations

•   St. Louis Fed: The Yield Curve as a Predictor of Future Growth

•   St. Louis Fed: Labor Market Engagement and the Pandemic’s Impact on American Workers

•   St. Louis Fed: Racial and Ethnic Disparities in Housing Distress during the Pandemic

•   ECB: ECB publishes the results of the public consultation on a digital euro

•   ECB: Luis de Guindos: Presentation of the ECB Annual Report 2020 to the Committee on Economic and Monetary Affairs of the European Parliament

•   ECB: Fabio Panetta: A digital euro to meet the expectations of Europeans

•   ECB: Isabel Schnabel: Die Geldpolitik der EZB in der Corona-Krise

•   ECB: Christine Lagarde: Interview with CNBC

•   ECB: Making waves – Fed spillovers are stronger and more encompassing than the ECB’s

•   ECB: International medium-term business cycles

•   ECB: The interplay between green policy, electricity prices, financial constraints and jobs: firm-level evidence

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

•   NBER: Robust Decarbonization of the US Power Sector: Policy Options

•   NBER: Flattening the Curve: Pandemic-Induced Revaluation of Urban Real Estate

•   CEPR: CEPR Discussion Papers 11 April 2021

•   VoxEU: The work-from-home technology boon

•   VoxEU: Income inequality in the EU: General trends and policy implications

•   VoxEU: Pandemics make us more averse to inequality

•   VoxEU: Inflation in the aftermath of wars and pandemics

•   VoxEU: A solution to the mystery of excess trade balances

•   VoxEU: Latin America and the Caribbean after Covid-19

•   VoxEU: A tale of two shocks: Emerging markets amid US and China cross-currents

•   World Economic Forum: This ceramic ink can 3D-print bones directly into a patient’s body. Here’s how

•   World Economic Forum: When will life return to 'pre-COVID normal'?

•   World Economic Forum: How can we ensure a just transition to the green economy?

•   World Economic Forum: 5 milestones in green energy

•   World Economic Forum: The circular economy transition is a multi-million opportunity for Africa - here’s why

•   World Economic Forum: How the circular economy can help heavy industry reduce emissions

•   World Economic Forum: Will summer slow the spread of COVID-19? New research sheds light

•   World Economic Forum: What is the potential of floating solar panels? | World Economic Forum

•   Brookings: Betting on the future with infrastructure

•   Brookings: Rebuild with purpose: An affirmative vision for 21st century American infrastructure

•   Brookings: A comparison of renters and homeowners in recent decades

•   Brookings: Withdrawing troops from Afghanistan: Biden’s unforced error puts America at risk

•   Brookings: The US decision to withdraw from Afghanistan is the right one

•   Brookings: The US has very little to gain by overdemonizing China

•   Brookings: Covid-19 Crisis: G20 and Debt Sustainability in Sub-Saharan Africa

•   Brookings: The US is increasingly a net debtor nation. Should we worry?

•   Brookings: The Quad (finally) delivers: Can it be sustained?

•   Brookings: Will the $1.9 trillion American Rescue Plan address structural inequality?

•   Brookings: Hutchins Roundup: Productivity growth, tax deductions, and more

•   Brookings: Northern expedition: China’s Arctic activities and ambitions

•   Eurasia Group: Chinese autonomous vehicle industry faces geopolitical headwinds

•   Pew Research Center: Biden Nears 100-Day Mark With Strong Approval, Positive Rating for Vaccine Rollout

•   Pew Research Center: U.S. labor market inches back from the COVID-19 shock, but recovery is far from complete

•   Pew Research Center: Fewer jobs have been lost in the EU than in the U.S. during the COVID-19 downturn

•   CSIS: It’s Time for the United States to Reengage with the SDGs, Starting with SDG 16

•   CSIS: Biden’s Big Bet on Offshore Wind

•   CSIS: Trusting a COVID-19 Vaccine: What’s Next?

•   CSIS: Hydrogen: The Key to Decarbonizing the Global Shipping Industry?

•   CSIS: Afghanistan: Too Much Is Enough

•   CSIS: No Evidence That Patents Slow Access to Vaccines

•   CSIS: Bridging the Divide: Autonomous Vehicles and the Automobile Industry

•   CSIS: Sinpo South Shipyard Update: Continued Activity

•   CSIS: The Time Is Now for U.S. Global Leadership on Covid-19 Vaccines

•   CSIS: Why Renewing American Innovation? The “Endless Frontier Act” and Biden’s Bid for Maintaining U.S. Global Competitiveness

•   CSIS: Reversing the Tide

•   CSIS: Thermal Imagery Indicates Activity at Yongbyon Nuclear Reprocessing Facilities

•   CSIS: Prime Minister Suga’s Visit to Washington

•   CSIS: The Other Sides of Renegotiating the JCPOA Iran Nuclear Agreement

•   CSIS: Beyond U.S.-China Technology Competition

•   CSIS: Risks in the Semiconductor Manufacturing and Advanced Packaging Supply Chain

•   CSIS: No Currency Manipulators in Biden’s First FX Report

•   38 North: Sinpho South Shipyard: Submersible Missile Test Barge Returns to Secure Basin

•   38 North: The Case for Maximizing Engagement With North Korea

•   McKinsey:US manufacturing: Building a more competitive sector

•   McKinsey:COVID-19: Briefing note #50, April 14, 2021

•   IEA: Oil Market Report - April 2021

•   IEA: Gas Market Report, Q2-2021

•   OPEC: MOMR April 2021

•   IRENA: Eastern and Southern Africa's Vast Renewables Potential Offers Route to Sustainable Growth

•   Wood Mackenzie: Action to achieve Paris climate goals will upend oil and gas prices

•   AEM: AEM Announces Commitment to Transformational Investment in U.S. Infrastructure

•   Gartner: Gartner Says Worldwide Semiconductor Revenue Grew 10.4% in 2020

•   Gartner: Gartner Says Worldwide PC Shipments Grew 32% in First Quarter of 2021

•   Strategy Analytics: Smartphone Memory Market Returns to Growth in 2020

•   Strategy Analytics: Biden's $100B Broadband Plan Faces Some Big Challenges

•   Strategy Analytics: What is the Outlook of New Honor?

•   Strategy Analytics: US 5G: Consumer Market First Sightings Positive Outlook

•   Strategy Analytics: Global Smartphone Revenues to Spike 13% YoY in 2021

•   Counterpoint: Vivo Takes Lead In China Smartphone Market for the First Time

•   Canalys: Global PC market swells by 55% in Q1 2021 to 82.7 million

•   IHS Markit: Nearly Two-Thirds of Global Supply Chain Leaders Report Needing Better Technology, Platforms and Data to Meet Cost Goals, According to IHS Markit Survey

•   DRAMeXchange: 【Market View】Global Server Shipment for 2021 Projected to Grow by More than 5% YoY, with Successive QoQ Increases in Demand for ODM Direct Servers, Says TrendForce

•   DRAMeXchange: 【Market View】Foundry Revenue Projected to Reach Historical High of US$94.6 Billion in 2021 Thanks to High 5G/HPC/End-Device Demand, Says TrendForce

•   DRAMeXchange: 【Market View】Impact of Power Outage on TSMC Fab14 P7 Still Remaining Under Assessment, with Production of Automotive MCU and CIS Logic Products Hit Hardest, Says TrendForce

•   IC Insights: Chinese Companies Hold Only 5% of Global IC Marketshare

•   SEMI: 2020 Global Semiconductor Equipment Sales Surge 19% to Industry Record $71.2 Billion, SEMI Reports

•   IPC: Europe's Economic Recovery and Long-Term Future Depend on Attention to Electronics Manufacturing Industry, New IPC Study Says

•   한국은행: 해외경제 포커스(제2021-14호)

※   국제경제리뷰: 주요국 고용상황 평가 및 시사점

•   한국은행: 최근의 국내외 경제동향 (2021.4)

•   한국은행: 2020년 단기금융시장 리뷰

•   한국은행: 금융기관 대출행태서베이 결과(2021년 1/4분기 동향 및 2/4분기 전망)

•   한국은행: 2021년 2월중 통화 및 유동성

•   한국은행: 2021년 3월 수출입물가지수

•   한국은행: 2021년 3월중 금융시장 동향

•   한국은행: 통화정책방향(2021.4.15)

•   한국은행: [동향분석] 최근 유로지역 경제동향 및 전망 (2021.3월)

•   한국은행: [현지정보] 미 연준 Beige Book(2021.4월)의 주요내용

•   국제금융센터: 상하이→홍콩 ‘Southbound’ 채권통 도입 준비

•   국제금융센터: 美 고용상황에 대한 시장평가와 Fed의 입장

•   국제금융센터: 미 MMF, 헤지펀드의 코로나19 위기 증폭과정 검토

•   국제금융센터: 세계경제 회복세 동향 점검

•   국제금융센터: 신흥국 자금흐름 추세 분석 및 전망

•   국제금융센터: [Weekly] 주간 Global Opinions(4.5~11)

•   국제금융센터: [Weekly] 주간 Wall Street 인사이트(4.12)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.12)

•   국제금융센터: [은행] 글로벌 은행산업 트렌드(4.12)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.13)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.14)

•   국제금융센터: [Brief] 중국 화룽자산관리공사 부실 사태 배경 및 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.15)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.16)

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

•   국제금융센터: [Brief] 중국, `21년 1분기 GDP 성장률 및 전망

•   국제금융센터: `21.4월 美 재무부 환율보고서의 주요 내용 및 평가

•   kotra: 러시아 수소경제 동향 및 한국과의 협력 방안

•   kotra: 독일 수소경제 확대로 인프라 관련 한국 기업에 새로운 수출 기회

•   kotra: 일본 전력시장과 디지털 트랜스포메이션

•   kotra: 일본의 전력시장과 재생에너지 지원정책

•   kotra: 미국 백신 공급 현황과 경제 전망

•   kotra: 러시아의 스마트팜 프로젝트 진행 현황

•   kotra: 아르헨티나, 남미공동시장(Mercosur) 유연화에 반대

•   kotra: EU 신 통상정책 6대 주요 분야별 세부 전략을 살펴보자①

•   kotra: EU 신 통상정책 6대 주요 분야별 세부전략을 살펴보자②

•   kotra: 바이든 정부가 제안한 국내외 법인세제 개정 계획

•   kotra: 흔들리는 미얀마 경제, 비상사태 이후 PMI 급락

•   kotra: 중국 반도체 전시회(SEMICON CHINA 2021) 현장 스케치(1)

•   kotra: 중국 반도체 전시회(SEMICON CHINA 2021) 현장 스케치(2)

•   kotra: 세계적 식량 위기는 '육상양식'으로 해결!

•   kotra: 인도의 대규모 환경개선 캠페인 '클린 인디아 2.0'

•   kotra: 코로나19에도 성장하는 브라질 풍력산업

•   kotra: 유럽의 배터리 규제안과 독일 배터리 재활용 동향

•   kotra: 중국 메모리 반도체 시장 동향 ① DRAM

•   kotra: 미국 전기차시장 성장 위해 고속 충전 인프라 확충 필요

•   대외경제정책연구원: 바이든 행정부의 바이 아메리카(Buy America) 강화 동향과 정부조달시장 전망

•   대외경제정책연구원: 디지털 무역장벽에 관한 미국의 시각과 정책 시사점

•   대외경제정책연구원: 미국 인프라 투자 계획의 주요 내용과 전망

•   대외경제정책연구원: OPEC+의 단계적 증산 결정 배경 및 시사점

•   대외경제정책연구원: 산업간 융ㆍ복합시대 미국과 EU의 경쟁정책 분석

•   대외경제정책연구원: WTO 협상의 최근 동향과 전망

•   EMERiCs: [이슈트렌드] 인도, 코로나19 재확산 추세 속에 백신 접종 확대 주력

•   EMERiCs: [이슈트렌드] 새 내각 인선한 베트남, 안정적인 국정 운영을 최우선

•   EMERiCs: [이슈트렌드] 캄보디아, 코로나19 확산에 위기감 고조

•   EMERiCs: [이슈트렌드] 러시아, 코로나19 백신 접종 진행... 일반인과 의사 간 백신에 대한 인식 차 커

•   EMERiCs: [이슈트렌드] 백신 수급에 어려움 겪는 아프리카 국가, 중국과 러시아산 백신 확보 모색

•   EMERiCs: [이슈트렌드] 이라크, 경제 다각화와 대(對)이란 의존에서 탈피 위해 걸프 국가의 투자 유치에 노력

•   EMERiCs: [이슈트렌드] 파라과이를 둘러싼 중국과 대만의 백신외교 경쟁

•   EMERiCs: [이슈트렌드] 터키, 높은 코로나19 백신 접종률에도 확진자 폭증

•   EMERiCs: [이슈트렌드] ‘반도체 자립’ 강조하는 中，정책 지원 현황과 전망

•   EMERiCs: [이슈트렌드] 샤오미 전기차 시장 진출 선언, 업계 판도에 미칠 영향은?

•   EMERiCs: [이슈트렌드] 잇단 ‘가격 인상’, 中 공유경제 업계 돌파구 될까?

•   EMERiCs: [이슈트렌드] 中, “코로나19 방역, 외부 유입 차단이 중점, 백신 접종으로 ‘보호 장벽’ 구축해야”

•   국제무역연구원: 코로나19 이후 업종별 수출기업수 변화 분석

•   수출입은행 해외경제연구소: [이슈보고서] 아프리카 지역의 재생에너지 잠재력 및 발전 전망

•   수출입은행 해외경제연구소: [이슈보고서] 포스트코로나 시기 우즈베키스탄의 산업정책과 시사점

•   산업연구원: "제조업 경기실사지수(BSI) 조사결과 `21.1분기 현황과 `21.2분기 전망"

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2021.4.16)

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제21-08호)

•   한전경영연구원: KEMRI 전력경제 REVIEW 제4호

•   글로벌에너지협력센터: Global Energy Weekly Briefing (4월 1주차)

•   LG경제연구원: 2021년 국내외 경제전망

•   현대경제연구원: 주요국 수출경쟁력 비교 및 시사점

•   조세재정연구원: 2021 미국 인프라 세부정책 계획

•   국회입법조사처: 한·중 외교장관회담(2021.4)의 주요내용과 향후과제

•   금융연구원: 금융브리프 30-08

•   하나금융경영연구소: 하나금융포커스 [제11권 08호]

•   우리금융경영연구소: 가계 초과저축(60조원)이 상당 부분 민간소비로 이어질 전망 - 4월 경제 브리프

•   IBK경제연구소: 메타버스, 포스트 인터넷시대의 게임체인저가 될까?

•   KDB미래전략연구소: 주간 KDB리포트(2021.4.12)

•   KB: 4월 12일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   KB경영연구소: KB부동산시장 리뷰 2021-4호

•   건설산업연구원: 건설동향브리핑 802호

•   LH토지주택연구원: 부동산시장동향보고서 2021년 4월호

•   외교안보연구소: 미국의 자유주의 패권질서의 지속가능성:국내정치 필요조건과 포스트-코로나 국제질서에 함의

•   대한상의: 2021년 2분기 소매유통업 경기전망지수(RBSI) 조사

•   대한상의: ESG 경영, 대기업-스타트업 협력방안

•   전경련: 기업제도경쟁력 글로벌 비교

•   전경련: 10대 그룹 ESG경영 사례 조사

•   전경련: [한경연] 중대재해처벌법 영향 및 개정의견 조사

•   한국경제연구원: 투자전망 불투명, 주요 기업 58% 투자계획 아직 없거나 축소

•   한국경제연구원: 최근 5년 한국 경제정책 불안정성, 주요 20개국 중 두 번째로 높아

•   한국경제연구원: 산업 현장에서 사라지는 청년 정규직, 고용 규제 완화 해야

•   한국경제연구원: 한경硏, 올해 경제성장률 3.4% 전망

•   경총: 경총 등 6개 경제단체, '중대재해 처벌 등에 관한 법률' 시행령 제정 건의서 관계부처 제출

•   기재부: (보도설명) 2021.4.13(화) OECD 재산과세 통계로 부동산 관련 세금 부담을 평가하는 것은 적절하지 않습니다.

•   기재부: [보도참고] '21.3월 고용동향

•   기재부: [보도참고] ‘21.4.14.(수) 아시아경제 「[단독]정부, 디지털세 과세 대상서 반도체 제외 추진」 기사

•   기재부: [보도참고] 2021년 4월 최근경제동향

•   기재부: [보도참고]미국 재무부, 환율보고서 발표

•   산업부: 2021년 1분기 및 3월 자동차산업 월간 동향(잠정)

•   산업부: 3월 ICT수출, 전년 대비 10개월 연속 수출 증가

•   산업부: 2050 탄소중립 첫걸음, 수소 라운드테이블 개최

•   산업부: 「탄소중립 산업전환 추진위원회」출범

•   국토부: 「부동산거래신고법」 하위법령 개정안 입법예고

•   국토부: 21년 2분기(4월~6월) 전국 아파트 50,975세대, 서울 아파트 6,560세대 입주 예정

•   노동부: 고용행정 통계로 본 ’21.3월 노동시장 동향

•   금융위: [보도참고] 2021년 3월중 가계대출 동향(잠정)

•   금감원: 2021년 3월 외국인 증권투자 동향

[Magazines]

•   Economist: Myanmar could be Asia’s next failed state

•   Economist: Myanmar is on the brink of collapse

•   Economist: From United Kingdom to Untied Kingdom

•   Economist: Brexit has reinvigorated Scottish nationalism

•   Economist: Northern Ireland’s unhappy centenary

•   Economist: The political CEO

•   Economist: CEO activism in America is risky business

•   Economist: The Fed should explain how it will respond to rising inflation

•   Economist: America’s inflation spike begins

•   Economist: Joe Biden is wrong to withdraw American troops from Afghanistan

•   Economist: Mao’s revolution becomes a lesson about conformity

•   Economist: Why America’s white evangelicals shy away from covid jabs

•   Economist: How some American states’ finances have survived the pandemic

•   Economist: Joe Biden offers unconvincing reasons for ending America’s longest war

•   Economist: Will an attack on Iran derail efforts to revive the nuclear deal?

•   Economist: The battle to succeed Angela Merkel gets nastier

•   Economist: A Russian military build-up on Ukraine’s border prompts alarm

•   Economist: India has proved to be a popular—and clever—investor in poor countries

•   Economist: New means of getting from A to B are disrupting carmaking

•   Economist: The method in Microsoft’s merger madness

•   Economist: Can South-East Asian tech’s hot streak last?

•   Economist: The war against money-laundering is being lost

•   Economist: Is growth in China soaring or slowing?

•   Economist: Profits at America’s banks are sky-high

•   Economist: The appeal of emerging-market dollar bonds

•   Economist: John Williamson, who defined the “Washington consensus”, died on April 11th

•   Economist: How spooks are turning to superforecasting in the Cosmic Bazaar

•   Forbes: BofA Says Chance Of Global Corporate Minimum Tax Hit Is Rising—Thanks To Biden

•   Forbes: Taxpayers Beware Of The Global Minimum Corporate Tax

•   Fortune: The U.S. and Britain are vaccinating at a blistering pace—with very different results. What the U.K. did right

•   Fortune: Stock markets: The S&P 500 just hit a dangerous benchmark—recalling the peak of the 2000 dotcom bubble

•   Fortune: How mRNA vaccines like Moderna's and Pfizer's are propelling us into the ‘new golden age’ of vaccinology

•   Fortune: COVID vaccine: 5 ways Europe's rollout could hit the global economy

•   Fortune: 5G is the post-pandemic adrenaline shot we’ll need

•   Bloomberg Businessweek: Trump Made America More Divided, a Problem Biden Can't Undo

•   Bloomberg Businessweek: U.S. Small Businesses Have Faced an Uneven Recovery

•   Bloomberg Businessweek: ‘Fear of Missing Out’ Will Drive Workers Back Into the Office

•   Time: COVID-19 Remade Society. Now It's the Climate's Turn

•   Time: New Studies Show U.K. Variant Is Not Linked to Severe Disease

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

•   Atlantic: Putting the J&J Vaccine Risk in Perspective

•   Atlantic: Building the Infrastructure of American History

•   Atlantic: How Domestic Labor Became Infrastructure

•   Foreign Policy: From Moral Responsibility to Magical Thinking: How Biden Changed His Mind on Afghanistan

•   Foreign Policy: Biden Just Made a Historic Break With the Logic of Forever War

•   Foreign Policy: Boris Johnson’s Brexit Deal Lit the Fuse in Northern Ireland

•   Foreign Policy: America’s Come-From-Behind Pandemic Victory

•   Foreign Policy: Why Beijing Is Reluctant to Use Economic Leverage on Taiwan

•   Foreign Policy: U.S. Industrialized Agriculture Is Better for the Environment—and the People, Too

•   Foreign Policy: Italy’s Pandemic Recovery Plan Can Help the Climate—If It Focuses on Communities

•   Foreign Policy: Biden Pledges to Announce Ambitious Greenhouse Gas Emission Cuts in Letters to Foreign Leaders

•   Foreign Policy: In Eastern European Countries that have Accepted Russia's Sputnik V Vaccine, Political Destabilization Has Followed

•   Foreign Policy: U.S. Slaps Wide-Ranging New Sanctions on Moscow Over Election Interference and SolarWinds Hack

•   Foreign Policy: Nuclear Sabotage Could Be What Iran Needed

•   Foreign Policy: In Vienna, Biden Team Goes All Out to Save Iran Nuclear Deal

•   Foreign Policy: For Arab Israelis, Peace Treaties With Gulf Spell Opportunity

•   Foreign Policy: What to Do With U.S. Forces in the Persian Gulf

•   Foreign Policy: Jordan, Facing Royal Crisis, Is a Banana Monarchy Falling Apart on America’s Watch

•   Foreign Policy: Solar Energy Based on Uyghur Slave Labor Isn’t Clean

•   Foreign Policy: Small Community-Owned Projects Could Be the Future of Solar

•   Foreign Affairs: Data Is Power

•   Foreign Affairs: The Looming Catastrophe in Myanmar

•   Foreign Affairs: The Taliban Are Ready to Exploit America’s Exit

•   Foreign Affairs: What the Vietnam War Can Teach the U.S. About Leaving Afghanistan

•   Foreign Affairs: Competition With China Can Save the Planet

•   Foreign Affairs: The Case for a New Engagement Consensus

•   Foreign Affairs: Putin’s Rules of the Game

•   Foreign Affairs: How the Quad Can Match the Hype

•   Barron's: Autonomous Driving Is Closer Than You Think. But Not Because of Tesla.

•   Barron's: Can Crypto Escape the Dollar’s Gravity?

•   Barron's: Why Europe Needs Another Fiscal ‘Booster Shot’

•   Barron's: How to Give Value Investing an Edge Again

•   Barron's: The Pandemic and the PPP Transformed Commercial Banking. What the Future Holds.

•   Barron's: Biden's Infrastructure Plan Will Throw Money at Retraining. Why It's Not Enough.

•   MIT Technology Review: Why is it so hard to review the Johnson & Johnson vaccine? Data.

•   Power Magazine: What’s Been Holding Hydrogen Fuel Cells Back, and How to Change That

•   Windpower Monthly: European grid operators plan modular offshore wind link

•   Windpower Monthly: How Siemens Gamesa’s offshore turbines hit 97% availability

•   Science: Vaccines that can protect against many coronaviruses could prevent another pandemic

•   Nature: Sputnik V, a host of coronavirus mutations and a rocket stack

•   Nature: India’s COVID-vaccine woes — by the numbers

•   Nature: COVID vaccines and blood clots: five key questions

•   매경이코노미: 세계 최초 5G 라더니...이통 3사 `탈통신` 강조하다 본업 놓쳐

•   매경이코노미: 탄소국경세·유럽기후법…ESG하려면 꼭 챙겨야할 이슈는

•   매경이코노미: ESG 평가 전문가 마이클 살바티코 S&P글로벌마켓인텔리전스 전무…신한금융지주·삼성SDI “눈여겨보는 중”

•   한경비즈니스: ‘공급망 공포’ 앞에선 세계…반도체 자립 뒤늦은 유턴

•   한경비즈니스: 핵심은 미·중 갈등…반도체는 경제 아닌 정치 문제

•   한경비즈니스: 미국·유럽 독자적인 반도체 생태계 구축은 비현실적

•   한경비즈니스: 생존 키워드 된 ESG…리스크 관리까지 하는 GRC가 핵심 전략

•   한경비즈니스: ESG 글로벌 기구가 뜬다…기후 변화부터 인권까지 평가 기준 등 표준화

•   한경비즈니스: 탄소중립 선언이 ESG 20 기폭제…이젠 C레벨이 챙겨야 할 생존 이슈죠

•   한경비즈니스: 4년 뒤 하늘 날아다니는 택시 나온다

•   한경비즈니스: 불공정은 못 참아 MZ세대 노조의 탄생

•   한경비즈니스: 2분기 이후 ‘골디락스 증시’가 기대되는 이유

•   한경비즈니스: 1 비트코인이면 테슬라 1대…엘론 머스크가 연 가상 자산 결제 시대비트코인 A to Z

•   한경비즈니스: 변화를 이끌기 위해 리더가 버려야 할 3가지

•   이코노미조선: 데이터發 금융 혁명 시작…256조 시장 쟁탈전 예고

•   이코노미조선: 마이데이터의 세계

•   이코노미조선: 韓 조선, 13년 만에 최대 수주…철강 산업도 살아나

•   이코노미조선: 메가트렌드 놓친 모토롤라·노키아·블랙베리 글로벌 휴대폰 잔혹사 리스트에 오른 LG

•   주간조선: 반도체 내셔널리즘 속에 숨은 치명적 위협

•   이코노미스트: [고위공직자 재산 분석 | 주식편] 그들은 주식부자에 예금왕·골프광이었다

•   이코노미스트: 백신여권, 정부 블록체인 사업 '잔혹사' 끊을까

•   이코노미스트: [이종우 증시 맥짚기] 글로벌 경제 회복기 '중소형주 득세'

•   주간동아: “오세훈發 재건축 ‘불장’ 우려…민관 합동 공급대책이 답”

[Books]

•   FT: The lay of the land: how geography shapes national destiny

•   매경: 눈이 가장자리부터 녹듯…비즈니스 변곡점 징후는 말단직원이 먼저 안다

•   매경: 고객이 등돌리는 기업…'상식' 안 통하더라

•   매경: 환경·행복·소통…GDP가 말하지 않는 것들

•   매경: [Books&Biz] "그 사람 아는데…" 일자리 구할때 도움되는 인맥의 힘

•   한경: [책마을] '오늘의 고객'에 집착하면 내일은 없다

•   한경: [주목! 이 책] 불평의 기원 10대90 사회

•   한경: [주목! 이 책] 에너지와 안보

•   서경: [책꽂이] 전쟁을 낚는 바다 '남중국해'

•   서경: [책꽂이]기업들은 왜 '그린'에 주목 하는가

•   서경: [책꽂이]'CASE'가 모든 산업을 바꾼다

•   조선: [우석훈의 달달하게 책 읽기] ‘투런 홈런’보다 격정적인 경제학

•   문화: ‘대전환의 시대’ 최고 리더는?… 책은 벌써 토론에 나섰다

•   로봇신문: 브이노믹스 기업생존전략