Business Intelligence Monitor Weekly 210503~210509

[Reports]

•   IMF: Saudi Arabia - Staff Concluding Statement of the 2021 Article IV Mission

•   IMF: Managing Director Georgieva’s Opening Remarks, “Virtual Book Launch–Corporate Income Taxes Under Pressure”

•   IMF: US Dollar Share of Global Foreign Exchange Reserves Drops to 25-Year Low

•   IMF: Economies in the Financial Spotlight in 2021

•   IMF: Transcript of IMF Press Briefing

•   IMF: How to Assess Country Risk

•   World Bank: Domestic Debt Securities Heatmap

•   World Bank: Asian Ports Dominate Global Container Port Performance Index

•   World Bank: Dematerialization, degrowth, and climate change agenda

•   World Bank: Economic Governance Improvements and Sovereign Financing Costs in Developing Countries

•   UNCTAD: New portal tracks COVID-19’s impact on trade and development

•   UNCTAD: Global e-commerce jumps to $26.7 trillion, COVID-19 boosts online sales | UNCTAD

•   OECD: Consumer Prices, OECD - Updated: 5 May 2021

•   OECD: Growth and economic well-being: fourth quarter 2020, OECD

•   WTO: Statement of Director-General Ngozi Okonjo-Iweala on USTR Tai’s statement on the TRIPS waiver

•   ADB: One Year of Living with COVID-19: An Assessment of How ADB Members Fought the Pandemic in 2020

•   BIS: Central banks and inequality

•   WHO: WHO lists additional COVID-19 vaccine for emergency use and issues interim policy recommendations

•   White House: FACT SHEET: President Biden to Announce Goal to Administer at Least One Vaccine Shot to 70% of the U.S. Adult Population by July 4th

•   White House: FACT SHEET: The Biden-Harris Administration Supports Hard-hit Restaurants and Bars

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

•   U.S. Treasury: More than 1.1 million additional Economic Impact Payments disbursed under the American Rescue Plan; payments total approximately 164 million

•   U.S. Treasury: Treasury Announces Additional $21.6 Billion in Emergency Rental Assistance Allocation

•   U.S. Department of State: Secretary Blinken’s Meeting with Japanese Foreign Minister Motegi and Republic of Korea Foreign Minister Chung

•   USTR: Statement from Ambassador Katherine Tai on the Covid-19 Trips Waiver

•   European Commission: Coronavirus: Commission proposes EU Strategy for the development and availability of therapeutics

•   European Commission: Updating the 2020 Industrial Strategy: towards a stronger Single Market for Europe's recovery

•   European Commission: Commission proposes new Regulation to address distortions caused by foreign subsidies in the Single Market

•   European Commission: Coronavirus: Commission proposes to ease restrictions on non-essential travel to the EU while addressing variants through new ‘emergency brake' mechanism

•   Fed: Speech by Chair Jerome H. Powell - Community Development

•   Fed: Speech by Governor Michelle W. Bowman - The Economic Outlook and Implications for Monetary Policy

•   Fed: Financial Stability Report

•   FRBNY: The Economic Recovery: Are We There Yet?

•   FRBNY: Defragmenting Markets: Evidence from Agency MBS

•   FRBNY: Many Small Businesses in the Services Sector Are Unlikely to Reopen

•   FRBNY: Endogenous Supply Chains, Productivity, and COVID-19

•   FRBSF: The Last Resort in a Changing Landscape

•   St. Louis Fed: Global Value Chains and U.S. Economic Activity During COVID-19

•   St. Louis Fed: Credit Card Deleveraging during the COVID-19 Pandemic

•   St. Louis Fed: COVID-19’s Effects on Dual-Earner Households

•   St. Louis Fed: Regional Economic Performance before the Pandemic

•   ECB: Economic Bulletin Issue 3, 2021

•   ECB: ECB updates treatment of leverage ratio in the Eurosystem monetary policy counterparty framework

•   ECB: Philip R. Lane: Taking stock: The ECB strategy review and current challenges for monetary policy

•   ECB: Christine Lagarde: Towards a green capital markets union for Europe

•   ECB: Luis de Guindos: Interview with La Repubblica

•   ECB: Combining Bayesian VARs with survey density forecasts: does it pay off?

•   ECB: Financial reforms and innovation: a micro-macro perspective

•   ECB: Market failures in market-based finance

•   ECB: Globalisation and the efficiency-equity trade-off

•   BoE: Bank Rate maintained at 0.1% - May 2021

•   BoE: Monetary Policy Report - May 2021

•   BoE: The consumption response to borrowing constraints in the mortgage market

•   BOJ: Minutes of the Monetary Policy Meeting on March 18 and 19, 2021

•   RBI: Governor’s Statement, May 5, 2021

•   NBER: Digital Collateral

•   NBER: Strategic Fragmented Markets

•   NBER: Why Working from Home Will Stick

•   NBER: A Policy Matrix for Inclusive Prosperity

•   NBER: The Backward Art of Slowing the Spread? Congregation Efficiencies during COVID-19

•   NBER: Knowledge Spillovers, Trade, and Foreign Direct Investment

•   NBER: Large Fiscal Episodes and Sustainable Development: Some International Evidence

•   NBER: Risk Perceptions and Protective Behaviors: Evidence from COVID-19 Pandemic

•   NBER: Credit Horizons

•   NBER: Public Entrepreneurial Finance around the Globe

•   NBER: Concentration in Product Markets

•   NBER: Revisiting Capital-Skill Complementarity, Inequality, and Labor Share

•   CEPR: CEPR Discussion Papers 2 May 2021

•   VoxEU: Pathways for productivity and growth after the COVID-19 crisis

•   VoxEU: The conflict between CBDC goals and design choices

•   VoxEU: Tackling climate change requires global policies

•   VoxEU: Changing specialisation to cope with climate change

•   VoxEU: How CEO pay packages should be designed

•   VoxEU: The Janus’ face of Europe’s new social rulebook

•   VoxEU: Pricing of carbon within and at the border of Europe

•   VoxEU: Modern infectious diseases: Macroeconomic impacts and policy responses

•   VoxEU: US inflation: Set for take-off?

•   VoxEU: High-speed rail may hurt intermediate places: The role of long-haul economies

•   World Economic Forum: Digital Assets, Distributed Ledger Technology, and the Future of Capital Markets

•   World Economic Forum: How to build public trust in a sustainable energy future

•   World Economic Forum: What the EU is doing to foster human-centric AI

•   World Economic Forum: An expert offers one solution to the COVID-19 vaccine access problem

•   World Economic Forum: 5 innovators making the electric vehicle battery more sustainable

•   World Economic Forum: Supply chains are on the cusp of a data-fed revolution. Here's how businesses can succeed.

•   World Economic Forum: What is a ‘vaccine passport’ and will you need one the next time you travel?

•   World Economic Forum: 34% of America’s small businesses are still closed due to COVID-19. Here’s why it matters

•   World Economic Forum: 10 surprising things that rely on artificial intelligence

•   World Economic Forum: What is 'coopetition' and how can international organizations help?

•   World Economic Forum: Blockchain in capital markets: Here’s what we’ve learned after 5 years of experimentation

•   World Economic Forum: Remote working: why some people are less productive at home than others – new research

•   World Economic Forum: A supercomputer is helping to reduce traffic jams, saving time and money. Here’s how

•   World Economic Forum: Will global warming ‘stop’ as soon as net-zero emissions are reached?

•   World Economic Forum: Industrial clusters using green hydrogen can drive clean energy transition in Europe and China

•   World Economic Forum: 3 reasons why consumer demand matters for the post-COVID-19 recovery

•   World Economic Forum: The world’s data explained: how much we’re producing and where it’s all stored

•   World Economic Forum: Four things workers want implemented by their bosses post-pandemic

•   Brookings: How tax incentives can power more equitable, inclusive growth

•   Brookings: Turnout in 2020 election spiked among both Democratic and Republican voting groups, new census data shows

•   Brookings: “Notice-and-comment” and business regulation in the developing world: The promises and pitfalls of digital technology

•   Brookings: Promising job numbers are hiding a slow recovery for many metro areas

•   Brookings: Don’t expect an al-Qaida reboot in Afghanistan

•   Brookings: Pandemic divergence: A short note on COVID-19 and global income inequality

•   Brookings: China’s economic future

•   Brookings: How big of a vaccine surplus will the US have?

•   Brookings: The rollout of the Biden administration’s North Korea policy review leaves unanswered questions

•   Brookings: Why did US jobs growth slow in April?

•   Brookings: Hutchins Center Fiscal Impact Measure

•   Brookings: What will Facebook’s ban mean for Donald Trump’s future?

•   Pew Research Center: Most Americans Are Critical of Government’s Handling of Situation at U.S.-Mexico Border

•   Pew Research Center: With a potential ‘baby bust’ on the horizon, key facts about fertility in the U.S. before the pandemic

•   CSIS: Experts React: Biden’s First 100 Days

•   CSIS: ESG and the CCP: Why Investors Should Care about the Chinese Communist Party Incorporated

•   CSIS: International Financial Institutions’ Covid-19 Approvals through Q1 2021 Surpass $260 Billion

•   CSIS: Buy American . . . Again

•   CSIS: UK Local Elections Will Have National Consequences

•   CSIS: How Is China Influencing Global Maritime Connectivity?

•   CSIS: Tatmadaw Deploys Chinese-Made UAVs

•   CSIS: A Policymaker's Guide to the Global Fragility Act

•   CSIS: Imagery Analysis of Rail and Road Traffic Between Dandong and Sinuiju and the Effects of Covid-19

•   CSIS: Why Vaccine Confidence Matters to National Security

•   CSIS: Is Myanmar Headed for Collapse or Revolution?

•   38 North: North Korea: Keeping Its Powder Dry

•   38 North: Missile Deployments on the Korean Peninsula: An Accelerating Arms Race

•   McKinsey:Digitization in automotive retail in 2021 and beyond

•   McKinsey:Winning the Chinese electric car market

•   McKinsey:Stakeholder capitalism: A conversation with Vivian Hunt and Paul Polman

•   McKinsey:Adopting a smart data mindset in a world of big data

•   McKinsey:COVID-19: Briefing note #53, May 5, 2021

•   KPMG: Banks and climate risk – Basel Committee reports

•   KPMG: Insights for energy leaders

•   Morgan Stanley: Supply-Chain Challenges Pose Risk to Markets

•   IHME: COVID-19 has caused 6.9 million deaths globally, more than double what official reports show

•   IEA: The Role of Critical Minerals in Clean Energy Transitions

•   Wood Mackenzie: UK charts course for net zero North Sea

•   Rystad Energy: Big Oil could see proven reserves run out in less than 15 years as output is not replaced by discoveries

•   Rystad Energy: Global LNG market faces supply deficit, higher prices from decade-long impact of Mozambique delays

•   Rystad Energy: US shale pre-hedge revenues are set for an all-time high in 2021 if WTI prices remain strong

•   IDC: Worldwide Semiconductor Revenue Grew 10.8% in 2020 to $464 Billion, Growth Will Accelerate This Year Despite Market Shortages, According to IDC

•   Gartner: Gartner Says Finance Transformation Plans Should Address Four Key Areas

•   Strategy Analytics: Chip Shortage, COVID-19 Unmask Transit Gaps

•   Strategy Analytics: China Smartphone Market Rebound Strongly in Q1 2021. Will it Sustain?

•   Strategy Analytics: Apple iPhone 12 Grabs 20% Share of US 5G Phone Market in Q1 2021

•   Strategy Analytics: Offline Smartphone Channel Resurgent in India in Q1 2021

•   Strategy Analytics: Realme Ranks the Seventh Largest Smartphone Vendor in Q1 2021

•   Strategy Analytics: Q1’21: Vivo Hits Record Volumes Spurred by China Growth

•   Strategy Analytics: 5G: Importance of Environment and Sustainable business practices in the Smartphone Purchase Decision?

•   Counterpoint: Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021

•   Canalys: Chromebooks lead PC revival in Q1 2021 with 275% growth

•   IHS Markit: Job Growth Rate in Small Businesses Increases Significantly in April

•   IHS Markit: Rankings Show United States Already the World’s Most Attractive Market for Renewables Investment

•   IHS Markit: Global Offshore Wind Goals Threatened by Lack of Suitable Infrastructure, IHS Markit Report Warns

•   IC Insights: Samsung Expected to Recapture #1 Semi Supplier Ranking in 2Q21

•   SEMI: Silicon Wafer Shipments Edge Higher in First Quarter 2021 to Set New Record, SEMI Reports

•   A3: Q1 Robot Orders Surge 20% Over 2020

•   한국은행: 해외경제 포커스(제2021-17호)

※   참고 1: 최근 미국의 대중 수입 동향

※   참고 2: 인도의 코로나19 확산 현황 및 경제적 영향

•   한국은행: 코로나19와 여성고용: 팬데믹 vs 일반적인 경기침체 비교를 중심으로

•   한국은행: 금융통화위원회 의사록(2021년도 제7차)(2021.4.15)

•   한국은행: 2021년 4월말 외환보유액

•   한국은행: 2021년 3월 국제수지(잠정)

•   한국은행: [현지정보] 중국 4월 PMI 예상보다 하락

•   국제금융센터: 주간 Global Opinions(4.26~5.2)

•   국제금융센터: [`21.4월] 화룽 자산관리공사 부실로 亞 IG크레딧물 확대

•   국제금융센터: 주간 Wall Street 인사이트(5.3)

•   국제금융센터: [은행] 글로벌 은행산업 트렌드(5.3)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.3)

•   국제금융센터: 주요 투자은행 환율전망 (5월 3일)

•   국제금융센터: [21.5월] 국제원자재시장: 원자재가격, 레벨부담 불구 수요견인 강세흐름 유지 가능성

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.4)

•   국제금융센터: 주요 투자은행의 세계경제 및 주요국 성장률 전망(2021.4월말 기준)

•   국제금융센터: 주요 투자은행의 아시아 주요국 경제지표 전망(2021.4월말 기준)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.6)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(5.7)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 채권 유입세 지속, 주식 유입폭 확대

•   kotra: 2022년 회계연도 美 대통령 예산안 개요 및 시사점

•   kotra: 중국 미래형 자동차 기술 집산지, 세계 최대 규모의 2021 상하이 모터쇼 참관기

•   kotra: 美 재무부, 바이든 취임 이후 첫 환율보고서 발표

•   kotra: 아르헨티나, 남미공동시장에 유연화 지속 반대

•   kotra: 바이든 상하원 합동연설 주요 내용과 시사점

•   kotra: 다시 쇼핑몰로 향하는 美 소비자들, 소매업계 회복 기대감 ‘껑충’

•   kotra: 중국, 새로운 형태의 소비 육성 가속화 실시방안 발표

•   kotra: 브라질의 인더스트리 4.0 현황, 기회 및 애로사항

•   kotra: 미국 트랙터 시장동향

•   kotra: ‘탄소 제로’ 시대를 준비하는 미국 기업들

•   kotra: 암호화폐 다음은 NFT? 블록체인산업은 차세대 시장 NFT로 향한다

•   kotra: 독일 자동차 산업 정보

•   kotra: 2021 유럽연합 재생에너지 산업현황 ② - 해상풍력

•   kotra: 러시아 디커플링 현상은 ‘탄소중립’ 이슈에서 비롯

•   KDI: [KDI 현안분석] 최근 유가 상승의 국내 경제 파급효과

•   대외경제정책연구원: 기후정상회의 주요 내용 및 시사점

•   대외경제정책연구원: KIEP-KEI Seminar: Webinar on Trade Policy of Biden Administration

•   대외경제정책연구원: 美 바이든 행정부의 대유럽 정책과 전망

•   EMERiCs: [동향세미나] 인도의 코로나19 폭증과 대응 현황

•   EMERiCs: [이슈트렌드] 인도, 최악의 코로나19 위기로 각종 경제지표 악화

•   EMERiCs: [동향세미나] AEC 청사진 2025 중간평가 주요 내용 및 과제

•   EMERiCs: [이슈트렌드] 태국, 차세대 산업 성장 위한 노력 계속

•   EMERiCs: [이슈트렌드] 필리핀, 부유층 증세 필요성 논의

•   EMERiCs: [동향세미나] 러시아 탈달러화 동향과 전망

•   EMERiCs: [이슈트렌드] 아르메니아와 아제르바이잔, 미국의 아르메니아 집단학살 인정에 엇갈린 반응 보여

•   EMERiCs: [이슈트렌드] IMF, 우즈베키스탄의 코로나19 방역 높게 평가하며 2021년 성장 전망 상향

•   EMERiCs: [전문가오피니언] 콩고 민주 공화국 내 코발트 자원에 대한 중국의 통제력 확대

•   EMERiCs: [동향세미나] 코로나19-기후위기 대응 정상급 대화 주요 내용 및 전망

•   EMERiCs: [이슈트렌드] 가나, 인도의 수출 중단에 백신 수급 계획 차질...대안 강구

•   EMERiCs: [전문가오피니언] 중남미의 불평등 바이러스 확산과 선거

•   EMERiCs: [이슈트렌드] 콜롬비아, 증세 반대 여론에 세제개편안 철회

•   EMERiCs: [이슈트렌드] 아르헨티나, 코로나19 위기 지속에 따른 대응 강화

•   EMERiCs: [동향세미나] EU, 환경적으로 지속가능한 경제활동에 관한 입법조치 발표

•   EMERiCs: [이슈트렌드] 헝가리-체코, 총리 연루된 비리 문제로 논란

•   EMERiCs: [이슈트렌드] ‘먹거리 안보’ 강조하는 中, 배경은?

•   EMERiCs: [이슈트렌드] 中 국유기업 디지털화 전환, 현황과 과제는?

•   EMERiCs: [이슈트렌드] 서비스업 대외개방 질적 확대에 힘쓰는 中

•   수출입은행 해외경제연구소: 미얀마 국가신용도 평가리포트 (2021년 4월)

•   수출입은행 해외경제연구소: 베트남 국가신용도 평가리포트(2021년 4월)

•   수출입은행 해외경제연구소: 카타르 국가신용도 평가리포트(2021년 4월)

•   산업연구원: "기후정상회의를 통해 본 바이든 정부의 기후위기 정책"

•   산업연구원: "한국 제조업 경쟁력, 코로나19 경제위기의 버팀목"

•   글로벌에너지협력센터: Global Energy Weekly Briefing (4월 3주차)

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

•   조세재정연구원: 2021 주요국 예산안 영국

•   국회입법조사처: 바이든 시기 미·일 관계 주요 현안과 시사점

•   우리금융경영연구소: 글로벌 통화정책 차별화 - 5월 금융시장 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2021.5.3)

•   KDB미래전략연구소: 메타버스의 부상과 주요국 정책 동향

•   KDB미래전략연구소: 국제금융시장 4월 동향 및 5월 전망

•   KB: 5월 3일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   건설산업연구원: 2021년 04월 건설기업경기실사지수

•   건설산업연구원: 건설동향브리핑 804호

•   건설산업연구원: 건설동향브리핑 805호

•   건설산업연구원: CERIK 하이라이트 2021 2호

•   국가안보전략연구원: 바이든 행정부 대북정책 발표 의미와 향후 전망

•   대한상의: 新외부감사법 시행에 따른 애로와 개선과제 조사

•   전경련: 「韓백신 보급과 백신여권 도입」국민인식 조사

•   전경련: 글로벌 자산운용사 ESG 관련 주주권 행사 추이

•   전경련: 반도체 전문가 산업 경쟁력 진단

•   전경련: 전경련, MSCI 선진시장 편입 건의

•   전경련: 미중갈등, 국민의 선택은?

•   한국경제연구원: 하반기 국제조세체계 개편, 기업 세부담 가중 우려

•   한국경제연구원: 한국증시 MSCI 선진시장 편입 시 최대 27.5% 상승 가능!

•   한국경제연구원: 민간 R&D 활력 둔화, 대기업 R&D 지원 확대가 해법

•   경총: 경총, ｢고용보험법 시행령｣ 및 ｢고용보험 및 산업재해보상보험의 보험료 징수 등에 관한 법률 시행령｣ 일부개정령(안)에 대한 경영계 의견 정부 제출

•   경총: 경총, 국제비교를 통한 우리나라 상속세제 개선방안 (기업승계 시 Case Study 포함) 발표

•   정보통신정책연구원: [초점] EU 인공지능 규제안의 주요 내용과 시사점

•   기재부: 제21차 한중일 재무장관 및 중앙은행총재 회의 결과

•   기재부: 제24차 아세안+3 재무장관 및 중앙은행총재 회의 결과

•   기재부: [보도참고] 4월 소비자물가 동향

•   기재부: ESG 관련 전문가 간담회 개최

•   기재부: 개인투자용 국채 도입을 위한 국채법 개정 추진

•   기재부: 제21차 부동산시장 점검 관계장관회의 개최

•   기재부: 우리나라 CDS 프리미엄 ’08년 이후 최저치 경신

•   기재부: [보도참고] 문재인 정부 4주년, 그간의 경제정책 추진성과 및 과제

•   산업부: 탄소중립·혁신성장을 위한‘22년 산업 R&D 투자방향 제시

•   산업부: 소부장 융합혁신지원단, 1년간 5천여개 기업에 23천여건 기술지원

•   산업부: (설명자료)소형태양광 고정가격매입제도(한국형 FIT)로 지원된 금액은 2018년 20억원, 2019년 313억원이며, 농식품부 및 지자체 등과 협의하여 농업인 자격확인 및 자격유지 여부에 대한 점검을 강화하는 등 철저한 관리방안을 마련할 계획

•   산업부: (참고자료)문승욱 산업부 장관 … 반도체부터 챙긴다

•   국토부: 3080+ 대도시권 주택공급대책(2.4)의 「단기 주택공급 방안」도 차질없이 추진 중

•   보건복지부: 2분기 예방접종에 60~64세 추가, 30세 미만에 화이자 접종

•   보건복지부: 5월 6일부터 70세에서 74세 대상자 예방접종 예약 시작(5.4., 정례브리핑)

•   보건복지부: 5월10일(월)부터 65~69세 어르신 예방접종 예약이 시작됩니다

•   금융위: [보도자료] 일시적 신용등급 하락 등으로 어려움을 겪는 기업들이 회사채·CP 시장을 통해 원활히 자금을 조달할 수 있도록, 정책금융기관은 기존 지원프로그램을 보완해 나가겠습니다.

•   금감원: 2020년도 신용평가실적 분석 및 시사점

•   공정위: 대기업집단 시책 설명회 개최

[Magazines]

•   Economist: The digital currencies that matter

•   Economist: A future with fewer banks

•   Economist: How fintech will eat into banks’ business

•   Economist: A bigger role for venture capital

•   Economist: When interest rates turn negative

•   Economist: When central banks issue digital money

•   Economist: Will the dollar stay dominant?

•   Economist: A brave new world for banks

•   Economist: Will going digital transform the yuan’s status at home and abroad?

•   Economist: Warren Buffett should step aside for his chosen successor

•   Economist: Somaliland deserves international recognition

•   Economist: How to make long-term climate pledges add up

•   Economist: A court ruling triggers a big change in Germany’s climate policy

•   Economist: The new rules of the “creator economy”

•   Economist: India’s national government looks increasingly hapless

•   Economist: Australia’s debate about China is becoming hot, angry and shrill

•   Economist: China pushes back against critics of its policies in Xinjiang

•   Economist: China wants the world to know that resistance to its rise is futile

•   Economist: Facebook’s oversight board says that Donald Trump can be kept off the platform—for now

•   Economist: American home-ownership rises

•   Economist: Joe Biden’s government has not yet committed to a path on trade in technology with China

•   Economist: Covid-19 has exposed Africa’s dependence on vaccines from abroad

•   Economist: How Arab autocrats pick their opponents

•   Economist: Ten years after Spain’s indignados protests

•   Economist: In Turkey’s latest covid-19 lockdown, alcohol sales are barred

•   Economist: A fish fight between Britain and France

•   Economist: America wants to waive patent protection for vaccines

•   Economist: Older consumers have learned new tricks in the pandemic

•   Economist: Apple may win a court battle but lose a regulatory war

•   Economist: Private equity is losing its mystique

•   Economist: Why foreign banks’ forays on Wall Street have gone wrong—again

•   Economist: The broader lesson from booming copper prices

•   Economist: Greece’s bumpy road to financial respectability

•   Economist: A new age of suburbanisation could be dawning

•   Forbes: What’s Next After Vaccinations? Will Inflation Derail The Recovery?

•   Forbes: Is The White House Underplaying Inflation Risk? Here’s What The Experts—And Markets—Are Saying

•   Forbes: How Janet Yellen Could Help Fight Inflation With 100-Year Bonds

•   Forbes: Bitcoin Crash And Ethereum Bubble. What’s Next?

•   Forbes: A New Approach To Treat And Prevent Covid-19

•   Forbes: Understanding Current Market Signals In Real Estate Investment Planning

•   Fortune: Why is there a global chip shortage—and how will it end?

•   Fortune: Record Volkswagen Q1 earnings overshadowed by semiconductor shortage

•   Fortune: Why CureVac, Novavax, Sanofi, GSK and Valneva could soon contribute to the COVID-19 vaccine rollout

•   Fortune: COVID-19 vaccines: Biden wants to waive patent rights. An IP lawyer explains what happens next

•   Fortune: New Census data could lead to a Republican landslide in midterm elections

•   Fortune: China's delayed 2020 census gives us another lesson in its contradictions

•   Fortune: Top CEOs say the pandemic has changed supply chain management

•   Fortune: COVID-19 Travel: 1.6 million traveled over the weekend in the U.S., setting a pandemic high

•   Fortune: Sustainability must be measured on a global scale

•   Bloomberg Businessweek: A New Wave of Vaccines Is Coming, and They’re Not All Also-Rans

•   Bloomberg Businessweek: Biden Plans to Close Tax Loophole Exploited by Rich, Big Business

•   Bloomberg Businessweek: Productivity Surge During Covid Could Mean GDP Growth Around the World

•   Bloomberg Businessweek: Biden’s Road to Clean Energy Runs Through West Virginia’s Manchin, Capito

•   Bloomberg Businessweek: Coal Consumption in the U.S. Declines as Natural Gas, Solar, Wind Energy Rise

•   Bloomberg Businessweek: Facebook and Others Should Pay Us for Our Data. Here’s One Way.

•   Time: How Can Modi Be Forgiven?' India's COVID-19 Crisis May Be Turning the Middle Class Against the Prime Minister

•   Time: From Free Beer to $100 Payments, States Are Incentivizing COVID-19 Vaccination. Will It Work?

•   Atlantic: The J&J Rescue Mission Starts With a Choice

•   Atlantic: China Is a Paper Dragon

•   Foreign Policy: Chinese Villages, Security Forces Revealed Inside Bhutan's Borders

•   Foreign Policy: Biden Wants to Replicate China’s Infrastructure Miracle but There’s No Way It’ll Work

•   Foreign Policy: In Kyiv, Blinken Shows a New Face for the U.S.

•   Foreign Policy: Unrest Returns to Colombia Over COVID-19 and Police Violence

•   Foreign Policy: U.S. Sanctions on Nord Stream 2 Would Hurt Germany’s Climate Change Efforts

•   Foreign Policy: Taiwan Grows Diplomatic Clout in Washington

•   Foreign Policy: U.S. Ditching Taiwan Commitments Is a Dead-End Idea

•   Foreign Policy: Sturgeon’s Vision for Independence Is on the Ballot in Scotland

•   Foreign Policy: Netanyahu’s Time Is Running Out

•   Foreign Policy: Netanyahu Stigmatized Israeli Arab Parties. Now He Wants Their Support.

•   Foreign Policy: With Putin's Latest Media Crackdown, Russia Is Going Dark

•   Foreign Policy: Australia Draws A Line on China

•   Foreign Policy: With Annalena Baerbock, Germany’s Post-Pacifist Generation of Greens Is Nearing Power

•   Foreign Policy: Can China Create a New World Order?

•   Foreign Policy: Modi Squandered India’s Soft Power and Dreams of Self-Sufficiency Amid COVID-19 Second Wave

•   Foreign Policy: As Modi’s BJP Stalls, Can the Congress Party Rev Up?

•   Foreign Policy: America Is Becoming a Social Democracy

•   Foreign Policy: Biden Bows on COVID-19 Vaccine Waivers, but Is It Enough?

•   Foreign Policy: Stopping Drug Patents Has Stopped Pandemics Before

•   Foreign Affairs: The Lessons of Trump’s Disastrous Steel Tariffs

•   Foreign Affairs: China and Russia’s Dangerous Convergence

•   Foreign Affairs: The Surprising Strength of Chinese-Japanese Ties

•   Foreign Affairs: President Ashraf Ghani on What U.S. Withdrawal Means for Afghanistan

•   Barron's: Imagining the Next 100 Years in Business, Science, and Investing

•   Barron's: How to Invest in Tomorrow’s Big Tech Trends Today

•   Barron's: The Making of a Future Index: Here’s How We Did It

•   Barron's: How the Green Economy Will Be a Gold Mine for Copper

•   Barron's: The U.S. Economy Is Roaring Back. One Way to Play for Gains.

•   Barron's: Why the TRIPS Waiver Objections Don't Add Up

•   Barron's: A Return to Normal Isn't Good Enough for the American Economy

•   Harvard Business Review: Did You Get My Slack/Email/Text?

•   Harvard Business Review: 4 Strategies to Boost the Global Supply of Covid-19 Vaccines

•   Harvard Business Review: How Much Energy Does Bitcoin Actually Consume?

•   MIT Technology Review: UBI is dead; long live guaranteed income

•   MIT Technology Review: AI consumes a lot of energy. Hackers could make it consume more.

•   MIT Technology Review: Why mixing vaccines could help boost immunity

•   MIT Technology Review: We reviewed three at-home covid-19 tests. Here's what happened

•   MIT Sloan Management Review: Embracing AI When Your Industry Is in Flux

•   Power Magazine: Rediscovering Fire: Advancements in Gas Turbine Combustion

•   Power Magazine: Renewable Natural Gas Emerging as Serious Decarbonized Gas Contender

•   Power Magazine: Japan Pulls Back from Coal, Though New Plants Move Forward

•   Power Magazine: How the Department of Energy Is Helping Keep Nuclear Power Relevant

•   Power Magazine: Carbon-Neutral Blue Hydrogen Can Be More Than a Bridge in a Transformed Hydrogen Economy

•   Power Magazine: America's New Energy to Decarbonize Could Fuel Global Breakthroughs

•   Windpower Monthly: UK urged to target 30GW onshore wind by 2030

•   Windpower Monthly: Vestas vows to bounce back from Q1 losses after slow start

•   Windpower Monthly: Floating offshore wind farm eyes Chevron-backed platform

•   Science: Further evidence supports controversial claim that SARS-CoV-2 genes can integrate with human DNA

•   Science: What’s the future of vaccines linked to rare clotting disorders? Science breaks down the latest

•   Nature: COVID research: a year of scientific milestones

•   Nature: Pfizer COVID vaccine protects against worrying coronavirus variants

•   Nature: How many COVID deaths are acceptable in a post-pandemic world?

•   Nature: China’s COVID vaccines are going global — but questions remain

•   매경이코노미: 잘 짜인 전략 하나가 ESG 일등 기업 만든다

•   매경이코노미: 가치 소비를 꿈꾸는 소비자와 만난 ‘ESG’…‘환경’ ‘지속 가능성’ 키워드 내세운 기업들

•   한경비즈니스: 실낱 희망 석탄 발전 모두 막혔다…정책 과속에 벼랑 끝 몰린 업계

•   한경비즈니스: 10년 공급과잉 끝났다…부활 신호탄 쏜 자동차 산업

•   한경비즈니스: 자동차 산업 회복 흐름서 외면 당한 르쌍쉐

•   한경비즈니스: 2013년 5월과 2021년 5월 비슷하면서도 다르다

•   한경비즈니스: 자체 설계 ‘M1’ 칩 탑재한 애플…반도체 산업의 ‘뉴 노멀’ 온다

•   한경비즈니스: 금융에서 유통·의료까지 ‘내 정보’ 한눈에…막 열리는 마이데이터 시대

•   한경비즈니스: 기후정상회의서 감축 목표 상향 도미노…탄소 가격제·녹색 기술 새 화두로글로벌 ESG 동향

•   한경비즈니스: 무늬만 친환경 걸러낸다ESG 공시·녹색 금융의 기준 택소노미

•   한경비즈니스: 기후 리스크 공개 압박하는 금융회사…TCFD가 주류화 이끈다

•   한경비즈니스: ESG 투자 테마로 부상한 그린 빌딩…전력 소모 적고 수익성도 높아글로벌 ESG 동향

•   한경비즈니스: ‘성공의 덫’에 빠져 생각이 굳어버리면 망한다 [박찬희의 경영전략]

•   한경비즈니스: 코인 폭락의 공포 이더리움은 고개를 세웠다비트코인 A to Z

•   이코노미조선: 게임·소셜 활동 넘어 차·항공기 설계에도 응용 메타버스 시대 온다

•   이코노미조선: 메타버스의 시대가 온다

•   이코노미조선: “록히드마틴, 홀로그램 보며 유인우주선 조립”

•   이코노미조선: “메타버스로 소통 강화…일하는 방식 근본적 변화”

•   이코노미조선: [Interview] 하진우 어반베이스 대표 “전국 아파트 95% 이상 메타버스에 담았다”

•   이코노미조선: “SF 영화 같은 세상 펼쳐질 것…디지털 트윈 나온다”

•   이코노미조선: [해외 전문가 기고] 밥 스톤 영국 버밍엄대 교수 ‘제2의 인터넷’ 메타버스 ‘얼리어답터’ 되라

•   이코노미조선: “AI, 향후 10년 全 산업 대변화 불러올 것”

•   이코노미조선: “금융의 미래는 클라우드 접목하는 지금”

•   이코노미조선: 인텔·AMD·엔비디아 로직반도체 3강 체제 공고화

•   주간조선: 오세훈 재건축 발목 잡는 ‘박원순표 미래유산’

•   주간조선: 50년 된 아파트 재건축이 낭비? 본심 드러낸 문 대통령의 착각

•   주간조선: ‘김범석 쿠팡 총수’ 논란이 한국 경제에 던진 질문

•   이코노미스트: 두산중공업, 고혈 내준 국민 바람과 달리 석탄 움켜쥐다

•   이코노미스트: 삼성·인텔, 조연이었던 '반도체 패키징'에 집중하는 이유

•   이코노미스트: 옐런의 금리 인상 ‘공포’, 과거에도 한국 괜찮았다

•   이코노미스트: [박세익 증시 인사이드] 미국 부채 한도와 ‘2011년 8월의 기억’

•   이코노미스트: [백프로의 환율 돋보기] 자산시장의 복병과 심리적 편향

•   이코노미스트: 핵융합에너지 경쟁 ‘가까운 인공태양’은 어디서 찾을까

•   신동아: [단독] 文정부 1기 참모들 서울 아파트값 4년간 평균 80% 올랐다

•   주간한국: [ESG가 미래다] ‘K-ESG’ 발전 위한 정부의 역할이 필요하다

•   주간한국: [ESG가 미래다]창의성은 다양성에서 나온다…'ESG 다양성 보고서' 필요

[Books]

•   Economist: Blame politics for disasters, says Niall Ferguson in “Doom”

•   WSJ: ‘Ages of American Capitalism’ Review: Road to Chaos

•   WP: Book review of Amazon Unbound: Jeff Bezos and the Invention of a Global Empire by Brad Stone

•   WP: The ‘action heroes’ and roadblocks of the U.S. coronavirus response

•   매경: 친환경시대에도 석유 종말은 멀었다

•   매경: 논란 많은 기본소득…불황 뚫을 키냐, 부채 덫이냐

•   매경: '총체적 난국' 한국경제…전직관료 5人에 길을 묻다

•   매경: [Books&Biz] 기후가 곧 자본인 시대…'기후행동'을 욕망하라

•   한경: [책마을] "한국 기술은 수준미달" 日 도발…'Mr. 반도체' 황창규를 움직였다

•   한경: [주목! 이 책] 국가와 기업의 초고령사회 성공전략

•   한경: [책마을] 韓복지정치, 퍼주기엔 좌·우가 따로 없었다

•   서경: 패권국가 비결은 '사회·정부·대외' 혁신[책꽂이]

•   서경: 주가에만 목 매는 경영 '무책임' 부른다[책꽂이]

•   서경: '마케팅의 아버지'가 말하는 기업 생존[책꽂이]

•   조선: 다나카 찾아간 덩샤오핑 “물 마실 땐 우물 판 사람 못 잊어”

•   조선: ‘자본’이 이념 서적? “경제학 책입니다”

•   이코노미조선: BOOKS ‘경영의 신’이 말하는 일의 진짜 가치

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