Business Intelligence Monitor Weekly 210614~210620

[Reports]

•   IMF: Proposal for an International Carbon Price Floor Among Large Emitters

•   IMF: A Proposal to Scale Up Global Carbon Pricing

•   IMF: How to Attract Private Finance to Africa’s Development

•   World Bank: Indonesia Economic Prospects (IEP), June 2021: Boosting the recovery

•   World Bank: Iran Economic Monitor, Spring 2021: The Economy at a Crossroads

•   World Bank: How Did the COVID-19 Crisis Affect Different Types of Workers in the Developing World ?

•   World Bank: Incentivizing Carbon Taxation in Low-Income Countries : Tax Rebating versus Carbon Crediting

•   World Bank: In the COVID-19 vaccine market, the problem has always been demand, not supply

•   World Bank: Global investors shift focus to sustainability amid push for a green recovery

•   World Bank: Surviving the pandemic: A business perspective

•   World Bank: Do private sector participation and competition in power markets help in improving electricity sector outcomes?

•   UNCTAD: Debt relief and productive capacities key to recovery in middle-income countries

•   UNCTAD: Make trade more sustainable and inclusive, leaders say

•   ILO: Domestic work – Convention C189: 10 years on, domestic workers still fight for equality and decent work

•   ADB: Financing Clean Energy in Developing Asia

•   NATO: Brussels Summit Communiqué

•   White House: U.S.-EU Summit Statement

•   White House: FACT SHEET: Rebuilding, Revitalizing, and Raising the Ambition of U.S.-EU Relations

•   White House: FACT SHEET: U.S. – EU Understanding on a Cooperative Framework for Large Civil Aircraft | The White House

•   White House: U.S.-Russia Presidential Joint Statement on Strategic Stability | The White House

•   White House: FACT SHEET: 300 Million Shots in 150 Days: The President’s COVID-19 Strategy is Delivering for Americans

•   USTR: USTR Announces Joint U.S.-E.U. Cooperative Framework for Large Civil Aircraft

•   USTR: Join US - UK Statement on a Cooperative Framework for Large Civil Aircraft

•   European Commission: EU clears way for the EU Digital COVID Certificate

•   Fed: Federal Reserve issues FOMC statement

•   Fed: Federal Reserve Board and Federal Open Market Committee release economic projections from the June 15-16 FOMC meeting

•   FRBNY: Consumers Expect Higher Inflation Over the Next Year and Show Optimism about Labor Market

•   FRBNY: The Future of Remote Work in the Region

•   FRBNY: The New York Fed DSGE Model Forecast—June 2021

•   St. Louis Fed: Intellectual Property Rights Have Become A Key Part of Trade Deals

•   ECB: Meeting of 21-22 April 2021

•   ECB: Isabel Schnabel: From market neutrality to market efficiency

•   ECB: Fabio Panetta: Cash still king in times of COVID-19

•   ECB: Frank Elderson: Patchy data is a good start: from Kuznets and Clark to supervisors and climate

•   ECB: Christine Lagarde: Interview with Politico EU

•   ECB: Do macroprudential measures increase inequality? Evidence from the euro area household survey

•   ECB: No country is an island: international cooperation and climate change

•   BOJ: Statement on Monetary Policy

•   RBI: Minutes of the Monetary Policy Committee Meeting, June 2 to 4, 2021

•   NBER: Trade Policy is Real News: Theory and Evidence

•   NBER: Entrepreneurship During the COVID-19 Pandemic: Evidence from the Business Formation Statistics

•   NBER: Tasks, Automation, and the Rise in US Wage Inequality

•   CEPR: CEPR Discussion Papers 13 June 2021

•   CEPR: Eighty-first Issue - Covid Economics: Vetted and Real-Time Papers Issue - Covid Economics: Vetted and Real-Time Papers

•   VoxEU: Trade imbalances and preferential trade agreements: An empirical investigation

•   VoxEU: From gross exports to value-added exports to income exports

•   VoxEU: Returning to the office will be hard

•   VoxEU: A triumph of economics… but a lot of challenges ahead

•   VoxEU: Tax expenditures: The hidden side of government spending

•   VoxEU: Fiscal support for a sustainable recovery in the euro area

•   VoxEU: Corporate borrowing during crises

•   VoxEU: How the pandemic could save us

•   World Economic Forum: How manufacturing can raise the bar on global climate goals

•   World Economic Forum: 7 renewable energy lessons from South Australia

•   World Economic Forum: Meet the World Economic Forum's Technology Pioneers of 2021

•   World Economic Forum: Global solutions: Four things that came out of the G7 summit

•   World Economic Forum: Addressing climate change through carbon taxes

•   World Economic Forum: 4 ways offshore wind industry can boost innovation and investment

•   World Economic Forum: Corporate tax isn’t working – how can we fix it, globally?

•   World Economic Forum: The net-zero milestones we need to hit by 2050

•   World Economic Forum: How the US East Coast could become a green energy powerhouse

•   World Economic Forum: How blockchain and cryptocurrencies can help build a greener future

•   Brookings: Around the halls: Impressions and conclusions from President Biden’s first international trip

•   Brookings: Policy and institutional responses to COVID-19: South Korea

•   Brookings: Same shock, different impacts: The impact of COVID-19 on firms in Central Europe

•   Brookings: Figure of the week: Increasing access to electricity in sub-Saharan Africa

•   Brookings: What can the G-7 learn from China’s transition to climate-smart growth?

•   Brookings: Did Biden succeed with Putin? Check back in six months

•   Brookings: Hutchins Roundup: Minimum corporate taxes, automation, and more

•   Brookings: Monetary meld

•   CSIS: Strategic Competition and Foreign Perceptions of the United States

•   CSIS: Experts React: Assessing the White House 100-Day Supply Chain Review

•   CSIS: Reading the Nuclear Tea Leaves: Policy and Posture in the Biden Administration

•   CSIS: Resilience vs. Efficiency

•   CSIS: Israel's New Government

•   CSIS: The G7’s New Global Infrastructure Initiative

•   CSIS: Sharp Focus: A Unique View of North Korea’s Sinpo South Shipyard

•   CSIS: The Return of Geopolitics: Latin America and the Caribbean in an Era of Strategic Competition

•   38 North: Note to President Biden: Talk to Kim Jong Un

•   38 North: Kim Carefully Nudges the Dialogue Door Open Wider

•   McKinsey:The top trends in tech

•   McKinsey:COVID-19: Briefing note #59, June 16, 2021

•   Visual Capitalist: Visualized: The Power of a Sustainable Investment Dollar

•   Visual Capitalist: How Powerful is Your Passport in a Post-Pandemic World?

•   Visual Capitalist: China’s Economy: 40 Years of Soaring Exports

•   Visual Capitalist: The Biggest Business Risks in 2021

•   Wood Mackenzie: South Korea could be more ambitious with renewables target in 9th Basic Plan

•   Wood Mackenzie: Japan unlikely to meet 46% emissions reduction by 2030

•   Wood Mackenzie: Long-term LNG set to remain a buyers’ market

•   Wood Mackenzie: US solar market passes 100 GW milestone

•   Rystad Energy: A Rystad Energy investigation: How a push to reduce LNG vessel emissions leaves the planet worse-off

•   GWEC: Global Wind Day signals new era for wind energy as urgency builds towards COP26 in Glasgow

•   REN21: Renewables Global Status Report

•   KHL: European rental starts recovery says ERA

•   KHL: Infrastructure spending expected to rise in Eastern Europe

•   Counterpoint: Pandemic Push: Tablet Shipments up 53% YoY in Q1 2021

•   Canalys: Global smartphone market 2021 forecast

•   DRAMeXchange: 【Market View】An Overview of the Most Competitive Domestic Equipment Substitutes as China Ramps up Its Semiconductor Independence Efforts

•   DRAMeXchange: 【Market View】Third-Generation Semiconductor GaN Technology Expected to Revolutionize the Fast Charging Industry

•   DRAMeXchange: 【Market View】How Will the COVID-19 Outbreak in KYEC Facilities Affect the Taiwanese Semiconductor Industry?

•   IC Insights: IC Insights Raises Its 2021 Worldwide IC Market Forecast to +24%

•   한국은행: 해외경제 포커스(제2021-23호)

※   참고: 최근 중국 생산자물가 급등 배경 및 파급 영향

•   한국은행: 빅블러(Big Blur) 가속화의 파급효과: 자동차 산업을 중심으로

•   한국은행: 최근 우리 수출의 회복 요인 평가 및 향후 전망

•   한국은행: 2021년 4월중 통화 및 유동성

•   한국은행: 금융통화위원회 의사록(2021년도 제10차)(2021.5.27)

•   한국은행: 2021년 5월중 거주자외화예금 동향

•   한국은행: 한국은행, 미 연준과 통화스왑계약 기간 연장

•   한국은행: 2021년 1/4분기 기업경영분석

•   한국은행: [현지정보] 루지아주이 포럼의 주요 논의 내용

•   한국은행: [현지정보] 2021.6월 FOMC 회의 결과

•   한국은행: [현지정보] 6월 FOMC 회의결과에 대한 금융시장 반응 및 시장참가자들의 평가

•   한국은행: [현지정보] 중국, 5월 경제지표 회복세 둔화 및 전망

•   국제금융센터: 6월 FOMC 결과 및 테이퍼링 가능성 점검

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.14)

•   국제금융센터: 주간 Global Opinions(6.7~13)

•   국제금융센터: 주간 Wall Street 인사이트(6.14)

•   국제금융센터: [은행] 글로벌 은행산업 트렌드(6.14)

•   국제금융센터: 주요 투자은행 환율전망 (6월 14일)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.15)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.16)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.17)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.18)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입 큰 폭 확대,...

•   kotra: 백악관 美 공급망 보고서 공개

•   kotra: 거대 유망 일본 스마트팜시장, 우리 기업의 블루오션될까

•   kotra: 2021년 상반기 일본 경제동향 및 하반기 전망

•   kotra: 美 상원, 미국 혁신경쟁법(USICA) 가결

•   kotra: UAE 국부펀드 대해부

•   kotra: EU, 철강 세이프가드 3년 연장 WTO 통보

•   kotra: 남미공동시장(Mercosur) 유연화, 여전히 어려운 과제

•   kotra: 2021년 미국 경제, 강한 회복을 보이며 순항 중

•   kotra: [기고] 현장에서 느끼는 미국 차량용 반도체 부족 사태

•   kotra: 일본 정부 <경제산업정책의 신기축> 발표

•   kotra: RCEP 관련, 중국-아세안의 대외무역 현황

•   kotra: 영국 산업 개관

•   kotra: 코로나로 인해 필요성이 더 부각된 인도 스마트시티 미션

•   kotra: 중국 서비스로봇 산업 현황과 전망

•   KDI: 여성 경제활동 증가에 대응한 초등 돌봄 체계 개선방안

•   대외경제정책연구원: 베트남 내 코로나19 4차 확산의 경제적 영향과 시사점

•   대외경제정책연구원: 미국 바이든 행정부의 對인도 정책 전망과 시사점

•   대외경제정책연구원: FTA 신통상규범에 관한 통상법적 쟁점과 경제적 영향: 환경과 노동을 중심으로

•   EMERiCs: [전문가오피니언] 코로나 19 와 동남아시아 신흥국가들의 민주주의 위기

•   EMERiCs: [이슈트렌드] 말레이시아, 집단 면역 형성에 집중

•   EMERiCs: [이슈트렌드] 이스라엘 야권, 연립정부 구성에 합의...네타냐후 총리 실각

•   EMERiCs: [이슈트렌드] 멕시코, 피로 물든 총선에서 여권 의석수 축소

•   EMERiCs: [이슈트렌드] 우루과이, 어린이·청소년들에게도 백신 접종 시작

•   EMERiCs: [이슈트렌드] 헝가리, 중국 대학 설립 반대 시위 개최 등 반중 정서 고조

•   EMERiCs: [이슈트렌드] 탈석탄 정책 추진하는 중동부유럽 국가들

•   EMERiCs: [이슈트렌드] 中 건설장비 업계에 부는 스마트·친환경 바람

•   EMERiCs: [이슈트렌드] 中 당국, 백신 수출에 박차

•   EMERiCs: 미·중 기술 패권 경쟁과 AI산업의 디커플링(Decoupling)

•   국제무역연구원: 우리나라와 주요국의 희토류 공급망 현황 및 시사점

•   수출입은행 해외경제연구소: 인도네시아 국가신용도 평가리포트(2021년 6월)

•   산업연구원: 최근 우리나라 수출 호조의 배경과 시사점

•   글로벌에너지협력센터: Global Energy Weekly Briefing (6월 2주차)

•   한전경영연구원: 주요국 신재생에너지 지원제도 및 변화과정 외

•   현대경제연구원: 국내 소재부품산업 현황과 시사점 - 쏠림현상 해소와 핵심 경쟁력 유지가 과제

•   포스코경영연구원: 美 바이든 행정부 ‘4대 핵심품목’ 공급망 검토결과 및 시사점

•   KDB미래전략연구소: 주간 KDB리포트(2021.6.14)

•   KDB미래전략연구소: 최신 스마트폰 산업트렌드와 신기술 동향

•   KB: 6월 14일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   건설산업연구원: 건설동향브리핑 810호

•   건설산업연구원: 건설업과 공유가치 창출(CSV)

•   LH토지주택연구원: 부동산시장동향보고서 2021년 6월호

•   국가안보전략연구원: 제31차 나토(NATO) 정상회담과 중국發 체계적 경쟁

•   대한상의: 제조기업의 친환경사업 추진실태와 지원과제 조사

•   전경련: 기업지배구조보고서 주요내용 분석 및 시사점

•   전경련: 전경련, 일본 ESG 등급 우수기업 모범사례 발표

•   전경련: 주요국 우주산업 국제비교 및 시사점

•   전경련: 2021 규제개혁체감도 조사

•   한국경제연구원: 최저임금 1만원으로 인상 시, 최대 30.4만개 일자리 감소 전망

•   한국경제연구원: 팬데믹 1년, 기업 자금사정 ‘K’ 자형 양극화

•   한국경제연구원: 정치·사회·행정 안정되면, 1인당 GDP 성장률 최대 0.7%p 상승

•   한국경제연구원: 미국의 공급망 강화 및 지원정책, 한국경제의 기회와 산업 업그레이드의 계기로 활용해야

•   경총: 경총, ｢개정 노조법의 문제점과 보완입법 방향｣ 토론회 개최

•   경총: 경총, 매출 100대 기업 2020년 영업실적 및 지출항목 특징 분석 발표

•   경총: 경총 등 3개단체, 기업 ESG 정책 수립 및 지원 등에 관한 업무협약 체결

•   농촌경제연구원: [e-세계농업] 제9호 (2021년 6월)

•   기재부: 2019년도 경제백서

•   기재부: 제24차 부동산시장 점검 관계장관회의 개최

•   기재부: 2021년 IMD 국가경쟁력 평가 결과

•   기재부: 제38차 비상경제 중앙대책본부 회의 겸 2021년 제4차 혁신성장전략회의 개최

•   산업부: 2021년 5월 자동차산업 월간 동향(잠정)

•   산업부: 정보통신기술(ICT) 수출, 역대 5월 수출액 중 2위 달성

•   산업부: (설명자료)한-UAE 양자 FTA 추진 여부에 대해 정부 내부에서 결정되거나 UAE측과 합의된 사항이 없음(서울경제, 6.15일자 보도에 대한 설명)

•   산업부: (설명자료)원전 가동률은 정부가 임의로 조정할 수 없으며, 우드맥킨지의 온실가스 배출량 전망, 전기요금 인상률 등은 정부계획을 반영하지 않은 결과인 것으로 판단됨

•   산업부: (설명자료)정부는 재생에너지 보급을 차질없이 이행중으로 3020 실현가능성 충분 (한국경제 6.17일자 보도에 대한 설명)

•   산업부: (설명자료)산업부 원전 R&D 투자규모는 증가하고 있으며, 원전 분야 R&D 역량 강화와 원전 산업 생태계 유지를 위한 투자를 지속 확대해 나갈 예정 (매일경제, 6.18일자 보도에 대한 설명)

•   산업부: (설명자료)대기업과 수도권에 유턴기업 지원을 모두 배제하고 있다는 내용은 사실이 아님(한국경제, 6.18일자 보도에 대한 설명)

•   산업부: (참고자료)정부, 공간의 한계를 넘는 6G 위성통신기술 실증 계획 발표

•   산업부: (참고자료)한국, 체코 원전 수주전 본격 시동

•   국토부: 「적정임금제」 도입으로 다단계 건설생산 구조로 인한 임금삭감을 방지하고 건설일자리 환경을 개선하겠습니다!

•   복지부: 사회적 거리두기 체계 개편(안) 공개

•   질병관리청: 7-9월 중 18세 이상 국민 1차접종 완료

•   금감원: 21.4월말 국내은행의 원화대출 연체율 현황[잠정]

•   국무조정실: [보도자료] 제7차 신산업 현장애로 규제혁신

[Magazines]

•   Economist: To stop the ransomware pandemic, start with the basics

•   Economist: Ransomware highlights the challenges and subtleties of cybersecurity

•   Economist: Joe Biden’s summit with Vladimir Putin yielded only modest gains

•   Economist: Investors in technology need to pay attention to corporate governance

•   Economist: Relative peace gives Iraq a chance to build a functioning state

•   Economist: The quest for a more pragmatic Northern Ireland protocol

•   Economist: Brexit faces problems at the Northern Irish border

•   Economist: India’s prime minister is down but not out

•   Economist: Climate change is remaking South Asia’s monsoon

•   Economist: China and America are borrowing each other’s weapons

•   Economist: China’s climate sincerity is being put to the test

•   Economist: After a quick start, Joe Biden’s legislative agenda has hit a wall

•   Economist: Joe Biden appoints Lina Khan to head the Federal Trade Commission

•   Economist: Naftali Bennett’s new Israeli government has its work cut out

•   Economist: Climate change will feature heavily in Germany’s election

•   Economist: The EU: Made in America

•   Economist: The British covid-19 warning

•   Economist: Economically, covid-19 has hit hard-up urbanites hardest

•   Economist: Hard truths about SoftBank

•   Economist: Uneven vaccination rates are creating a new economic divide

•   Economist: Will America’s housing boom lead to another financial crisis?

•   Economist: Why China has learned to relax about its currency

•   Economist: America’s high-yield debt is on ever-shakier foundations

•   Economist: Is the pandemic accelerating automation? Don’t be so sure

•   Economist: Business is booming as regulators relax drone laws

•   Economist: A new weapon in the war against SARS-CoV-2 has been found

•   Forbes: The Market For Now May Be Agreeing With The Fed That Inflation Is Transitory

•   Forbes: Shortages Are Creating Investment Opportunities In These 5 Sectors

•   Fortune: 150 COVID cases in China caused shipping delays worse than blocked Suez Canal

•   Fortune: Dollar bulls sink global stocks and commodities —Bitcoin, too, is off

•   Fortune: Why vaccine passports still haven't taken off yet

•   Fortune: As oil prices rise, analysts consider whether prices could hit $100/barrel

•   Bloomberg Businessweek: World’s Biggest Bitcoin Experiment Is a Surf Town in El Salvador

•   Bloomberg Businessweek: Fewer Americans Fear Eviction or Foreclosure as Moratoriums End

•   Bloomberg Businessweek: Commodities 2021 Outlook: Food, Metal and Lumber Prices Soar, Attracting Thieves

•   Bloomberg Businessweek: Lina Khan Can Enforce Antitrust Law. Only Congress Can Write It

•   Bloomberg Businessweek: Big Tech, Startups Race to Cool Data Centers Around the World

•   Bloomberg Businessweek: U.S. Senate “China bill” Addresses Overdue Economic Policy Changes

•   Bloomberg Businessweek: Americans Hoarded ‘Mattress Money’ to Survive During Pandemic

•   Atlantic: Expect the Unexpected From the Delta Variant

•   Atlantic: The Vaccine Donations Aren’t Enough

•   Atlantic: How to Fix Globalization

•   Atlantic: Why America Doesn’t Really Make Solar Panels Anymore

•   Foreign Policy: Demands for a Lab Leak Investigation Are a Dangerous Distraction

•   Foreign Policy: How the U.S.-Russia Relationship Got So Bad

•   Foreign Policy: Three Key Takeaways From the Biden-Putin Summit

•   Foreign Policy: Biden’s Focus on China Is a Gift to Putin

•   Foreign Policy: Biden Strives for a 'Cold Peace' With Putin

•   Foreign Policy: Promising Inclusive Development, India Looks to Displace China in Africa

•   Foreign Policy: Peru’s New President Isn’t as Radical as He Looks

•   Foreign Policy: Climate Policies Could Hand Power and Profits Back to OPEC

•   Foreign Policy: Biden’s Worried About Ukraine’s China Fling

•   Foreign Policy: Biden Continues Europe Reset With U.S.-EU Summit

•   Foreign Policy: Biden’s Plan to Cooperate With Europe on Tech

•   Foreign Policy: Will Europe Get Tough on China?

•   Foreign Policy: Israel's Big New Shift in Hamas Policy

•   Foreign Policy: Israel Greets New Coalition Government Under Naftali Bennett

•   Foreign Policy: Israel’s New Coalition Government Is More Stable Than It Looks

•   Foreign Policy: How the Netanyahus Explain the World

•   Foreign Policy: What Iran's Election Means for Tehran and the World

•   Foreign Policy: France's Far-Right National Rally Seeks a Breakthrough in Regional Elections

•   Foreign Policy: Bidenomics Is 'America First' With a Brain

•   Foreign Affairs: Washington’s Dangerous New Consensus on China

•   Foreign Affairs: Electricity Is the New Oil

•   Foreign Affairs: Iran’s Rigged Election

•   Foreign Affairs: The End of the Netanyahu Era

•   Foreign Affairs: America Is Back—but for How Long?

•   Barron's: Tesla Isn’t the Only Self-Driving Car Company. The Stocks to Buy—and Ones to Avoid.

•   Barron's: Buy Lennar Stock: The U.S. Faces a Housing Shortage. This Builder Can Fill the Gap.

•   Barron's: New Technologies Will Reshape the Financial Ecosystem, and the World With It

•   Barron's: Why the ECB Isn’t About to Follow the Fed’s Tapering

•   Barron's: China Is Now Respecting the Rule of Law. Beware.

•   Barron's: What Biden's European Diplomacy Means for Transatlantic Financial Regulation

•   Barron's: Opinion | Vaccine Donations Aren't Enough to End the Pandemic

•   Barron's: The EU-U.K. 'Sausage War' in Ireland Could Get Nasty Quickly

•   Barron's: Market Forces Are Essential to Warding off the Worst of Climate Change

•   Harvard Business Review: The Dark Side of Solar Power

•   Harvard Business Review: The Limits of the “Sustainable” Economy

•   Harvard Business Review: The Circular Business Model

•   MIT Technology Review: The Delta variant doubles the risk of hospitalization—but the vaccines still work

•   Power Magazine: U.S. Must Take Lead Role in Hydrogen Use For Our Energy Future

•   Windpower Monthly: WindEconomics: Hydrogen production uses ‘surplus’ wind

•   Windpower Monthly: Call for Europe-wide ban on landfilling wind turbine blades

•   Windpower Monthly: Wind developer seeking more capital

•   Windpower Monthly: Turbine Sales Tracker: Q1 2021

•   Science: Powerful new COVID-19 vaccine shows 90% efficacy, could boost world’s supply

•   Science: What went wrong with CureVac’s highly anticipated new mRNA vaccine for COVID-19?

•   Science: ‘This gives hope’: A third COVID-19 vaccine dose can boost protection for organ transplant recipients

•   Science: ‘It’s a tipping point’: Flood of COVID-19 vaccine donations buoys mood at WHO

•   매경이코노미: 어메이징 두산그룹…구조조정 끝내고 턴어라운드

•   매경이코노미: 반도체 부족에 임단협까지 ‘살얼음판’…몸살 앓는 자동차업계

•   매경이코노미: ESG 성공하려면...성과 계량화하고 공시에 힘 쏟아야

•   매경이코노미: 서울서만 62곳 추진…재건축 규제에 리모델링 ‘활짝’

•   매경이코노미: 공정성·합리성 원하는 MZ세대...노조의 `떼쓰기` 거부한다

•   한경비즈니스: 정상화로 가는 길…경제보다 앞서간 주가가 부담스럽다

•   한경비즈니스: 고개 든 조선업 슈퍼 사이클…조선 빅3 올해 수주 목표 63 채워

•   이코노미조선: 인플레이션 귀환하나 실물·금융경제 인플레 공포 엄습 “세계 경제 ‘시한폭탄’ 깔고 앉았다”

•   이코노미조선: 인플레이션의 과거와 현재

•   이코노미조선: 인플레이션 촉발 4대 요인 넘치는 유동성, 공급망 위축, 소비 회복, 인구 변화

•   이코노미조선: “인플레 단기에 그칠 것…금·비트코인 투자 추천 안 해”

•   이코노미조선: “이미 인플레이션…장기화하면 경제 불확실성 커진다”

•   이코노미조선: “인플레 메커니즘 이해한 투자자, 자산 인플레 키웠다”

•   이코노미조선: ‘LCD 철수’삼성·LG디스플레이, 고수익에 전략 수정

•   이코노미조선: ESG 유행에 대한 과도한 편승 경계해야

•   주간조선: 바람도 없는 곳에 해상풍력단지? 해운대 청사포 시끌

•   이코노미스트: 하반기 금리 인상 가능성에 발등에 불 떨어진 기업·가계

•   주간한국: 양자기술 패권경쟁, 완성차기업도 나선다

•   주간한국: 다가온 비행택시 시대, ‘플라잉 카’ 경쟁 치열

•   주간한국: 친환경車 시대, 전기·수소차만 있는 게 아니다

•   주간한국: [ESG가 미래다] ESG 투자자는 정부보다 더 집요하고 강력하다

[Books]

•   Economist: A veteran journalist explains America’s devastating pandemic

•   매경: 패권 역사가 그러했듯…바다 정복해야 세계를 지배한다

•   매경: 성공주의 집착·불평등 갈등…실리콘밸리 어두운 뒷모습

•   매경: 원격근무 시대…가상공간에 모인 'N잡러'

•   매경: "뭘 원하니"에 "자유" 답한 아이, 미국 부통령 되다

•   한경: [책마을] 구매 대신 구독…시장 덮친 '소유의 종말'

•   한경: [책마을] 방구석서 10억 번다? '효자 기업' 만들기

•   한경: [주목! 이 책] 갈등과 협력의 동반자

•   서경: [책꽂이] 기부천사 빌 게이츠의 감춰진 진실

•   세계: 경제현장서 찾아낸 ‘민주적 경제’의 일곱 가지 원칙

•   파이낸셜뉴스: 암호화폐 알아야 富의 미래 보인다 [책을 읽읍시다]

•   이데일리: 통섭적 경제학자의 시선… ‘넥스트 자본주의, ESG’ 책 낸 조신 전 수석