Business Intelligence Monitor Weekly 210621~210627

[Reports]

•   IMF: The Road Ahead for Africa—Fighting the Pandemic and Dealing with Debt

•   IMF: Five Things to Know About Thailand’s Economy and COVID-19

•   IMF: New Challenges, New Ideas, New Actions

•   IMF: Four Facts about Soaring Consumer Food Prices

•   IMF: Transcript of IMF Press Briefing

•   IMF: Building a Better Digital Economy

•   World Bank: World Bank Group Increases Support for Climate Action in Developing Countries

•   World Bank: Malaysia Economic Monitor June 2021: Weathering the Surge

•   World Bank: Climate Change Action Plan (2021-2025) Infographic

•   World Bank: The Macroeconomic and Fiscal Impact of Aging in Thailand

•   World Bank: The intergenerational mortality tradeoff of COVID-19 lockdown policies in low- and middle-income countries

•   World Bank: Building during a pandemic: Disruption and digital transformation in the construction industry

•   World Bank: How will the role of government change after the pandemic?

•   World Bank: Updated estimates of the impact of COVID-19 on global poverty: Turning the corner on the pandemic in 2021?

•   World Bank: Do Investments in Clean Technologies Reduce Production Costs ? Insights from the Literature

•   World Bank: Neutral Real Interest Rates in Inflation Targeting Emerging and Developing Economies

•   World Bank: Behavioral Insights in Infrastructure Sectors : A Survey

•   UNCTAD: World Investment Report 2021

•   WTO: Merchandise trade posts strong gains in first quarter despite growing regional disparities

•   ADB: Asia Bond Monitor – June 2021

•   BIS: Inequality and central banks

•   BIS: Fiscal policy, public debt and central banks

•   BIS: CBDCs: digital cash for the 21st century

•   BIS: Financial benchmarks - Executive Summary

•   White House: FACT SHEET: Biden-Harris Administration Announces Allocation Plan for 55 Million Doses to be Shared Globally

•   White House: Notice on the Continuation of the National Emergency with Respect to North Korea

•   White House: FACT SHEET: New U.S. Government Actions on Forced Labor in Xinjiang

•   White House: FACT SHEET: President Biden Announces Support for the Bipartisan Infrastructure Framework

•   White House: Remarks by President Biden on the Bipartisan Infrastructure Deal

•   White House: Readout of Meeting with Senior Advisor Cedric Richmond and Key Business Groups on Historic Infrastructure Investments

•   White House: Remarks by President Biden After Meeting with a Bipartisan Group of Senators on Infrastructure Negotiations

•   White House: FACT SHEET: Continued U.S. Support for a Peaceful, Stable Afghanistan

•   White House: Statement by President Joe Biden on the Bipartisan Infrastructure Framework

•   European Commission: Commission welcomes the adoption of €373 billion Cohesion policy legislative package 2021-2027

•   European Commission: NextGenerationEU: European Commission endorses Germany's recovery and resilience plan

•   European Commission: NextGenerationEU: European Commission endorses France's €39.4 billion recovery and resilience plan

•   European Commission: NextGenerationEU: European Commission endorses Italy's €191.5 billion recovery and resilience plan

•   Fed: Primary markets for short-term debt and the stabilizing effects of the PDCF

•   Fed: Did the U.S. Bilateral Goods Deficit With China Increase or Decrease During the US-China Trade Conflict?

•   Fed: Testimony by Chair Jerome H. Powell - The Federal Reserve's Response to the Coronavirus Pandemic

•   Fed: The Global Recovery: Lessons from the Past

•   Fed: Speech by Governor Michelle W. Bowman - Building Economic Resilience in Communities

•   Fed: Open Source Cross-Sectional Asset Pricing

•   Fed: What is programmable money?

•   Fed: Are Rising U.S. Interest Rates Destabilizing for Emerging Market Economies?

•   Fed: Hedge Fund Treasury Trading and Funding Fragility: Evidence from the COVID-19 Crisis

•   Fed: Lending Standards and Borrowing Premia in Unsecured Credit Markets

•   FRBNY: Central Banks and Digital Currencies

•   FRBNY: Cyberattacks and Supply Chain Disruptions

•   FRBNY: Has Market Power of U.S. Firms Increased?

•   FRBSF: The Economy’s Response to Potential Climate Policy

•   St. Louis Fed: How Job Separations Differed between the Great Recession and COVID-19 Recession

•   St. Louis Fed: High Housing Valuations Move Inland

•   Philadelphia Fed: June 2021 Nonmanufacturing Business Outlook Survey

•   ECB: Christine Lagarde: Hearing of the Committee on Economic and Monetary Affairs of the European Parliament

•   ECB: Philip R. Lane: The resilience of the euro

•   ECB: Isabel Schnabel: The ECB’s policy response to the COVID-19 pandemic

•   ECB: Avoiding a self-fulfilling low-inflation trap

•   ECB: Voting right rotation, behavior of committee members and financial market reactions: evidence from the U.S. Federal Open Market Committee

•   ECB: Labor adjustment and productivity in the OECD

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

•   BoE: Quarterly Bulletin - 2021 Q2

•   BOJ: Minutes of the Monetary Policy Meeting on April 26 and 27, 2021

•   NBER: Future Paths of Electric Vehicle Adoption in the United States: Predictable Determinants, Obstacles and Opportunities

•   NBER: Explaining the Income and Consumption Effects of COVID in India

•   NBER: Dissecting Green Returns

•   NBER: Trade and Innovation

•   CEPR: CEPR Discussion Papers 20 June 2021

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

•   CEPR: The Economics of Deep Trade Agreements

•   VoxEU: Examining COVID-19 travel restrictions in developing countries

•   VoxEU: The geopolitical relevance of central bank digital currencies

•   VoxEU: Fears for the future: Saving dynamics after the Covid-19 outbreak

•   VoxEU: Immigration and the UK economy after Brexit

•   VoxEU: Globalisation: A woman's best friend? Not for all

•   VoxEU: A multilateral initiative to boost trade along global supply chains for least developed countries

•   VoxEU: Understanding global value chains by accounting for firm heterogeneity in US production within industries

•   VoxEU: Covid-19 and the corporate sector: Where we stand

•   World Economic Forum: Meet the New Champions of stakeholder capitalism

•   World Economic Forum: Why CO2 removal is not equal and opposite to reducing emissions

•   World Economic Forum: Why we urgently need to vaccinate lower-income countries

•   World Economic Forum: Robots and your job: how automation is changing the workplace

•   World Economic Forum: Report: COVID-19 made the world less peaceful

•   World Economic Forum: This giant magnet could be a new zero-carbon energy source | World Economic Forum

•   World Economic Forum: Will the Summer Olympics be a boon or bust for mass gatherings?

•   World Economic Forum: Energy transition: How the US is moving away from coal | World Economic Forum

•   Brookings: Israel’s new government agrees on only one thing: Booting Netanyahu

•   Brookings: The challenge of decarbonizing heavy industry

•   Brookings: Rethinking climate finance to improve infrastructure resilience

•   Brookings: Autonomous vehicles as a “killer app” for AI

•   Brookings: Digital currencies are transforming the future of money

•   Brookings: Iraq’s upcoming elections: Voters and likely winners

•   Brookings: Hutchins Center Fiscal Impact Measure

•   CSIS: U.S.-EU: A New Hope or the Empire Strikes Back?

•   CSIS: Congress on China: Then and Now

•   CSIS: Achieving an Additive Manufacturing Breakthrough

•   CSIS: U.S. Competitiveness: Where Do We Stand? What Do We Do Now?

•   CSIS: Global Covid-19 Vaccine Distribution Handbook

•   CSIS: North Korea Upgrades Sunchon Airbase

•   CSIS: China’s Overseas Coal Decline Opens Door for Clean Energy

•   38 North: North Korea’s Yongbyon Nuclear Complex: Assessing Activity at the Radiochemical Laboratory

•   38 North: Not No, But Not Yet: Pyongyang Reacts to Washington’s Reaction

•   38 North: Alternate Paths to Resuming Negotiations With North Korea

•   38 North: Inflation and Money Confusion Accompanies Kim Jong Un’s “Tense Food” Remarks

•   McKinsey:The digital edge and its strategy moment

•   McKinsey:How the pandemic influenced capital markets

•   McKinsey:COVID-19: Briefing note #60, June 23, 2021

•   Visual Capitalist: Timeline: 150 Years of U.S. National Debt

•   IEA: Carbon capture, utilisation and storage: the opportunity in Southeast Asia

•   IEA: Consumption subsidies for fossil fuels remain a roadblock on the way to a clean energy future

•   IRENA: Majority of New Renewables Undercut Cheapest Fossil Fuel on Cost

•   IRENA: Infographic: Low Renewable Costs Allow To Power Past Coal

•   IRENA: Energy Transition Heroes Address Equity and Climate Challenges

•   Wood Mackenzie: Asia Pacific renewables generation investments could hit US$1.3 trillion by 2030

•   Wood Mackenzie: Carbon removal key to meeting Paris Agreement target

•   Rystad Energy: A record cash flow is brewing for the world’s public E&Ps in 2021 as US shale delivers super-profits

•   Rystad Energy: Supplying Asia with LNG got much costlier for the US, but strong demand brings export records

•   IDC: Tablets and Chromebooks Expected to See Continued Growth in 2021 While the Long-Term Outlook Presents Challenges, According to IDC

•   Strategy Analytics: Four Billion People Use a Smartphone

•   Counterpoint: Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021

•   IHS Markit: Semiconductor Demand Drives Engineering and Construction Costs Higher in June, according to IHS Markit

•   IHS Markit: Canadian Oil Sands Production Exceeds Pre-Pandemic Levels, But Lingering COVID Impacts and Other Factors Trim Long-Term Growth

•   DRAMeXchange: 【Market View】iPhone Production for 2021 Projected to Reach 223 Million Units Due to Increased Vaccinations and Impending Easing of Lockdowns in the US/Europe, Says TrendForce

•   SEMI: North American Semiconductor Equipment Industry Posts May 2021 Billings, Extends Record Streak

•   SEMI: New Semiconductor Fabs to Spur Surge in Equipment Spending, SEMI Reports

•   IPC: North American PCB Industry Sales Up 9.1 Percent in May

•   한국은행: 해외경제 포커스(제2021-24호)

※   국제경제리뷰: 중국의 디지털 전환 현황과 경제에 미치는 영향

•   한국은행: 최근 근원물가 흐름에 대한 평가

•   한국은행: 국민계정리뷰 2021년 제2호

•   한국은행: 금융안정보고서(2021년 6월)

•   한국은행: 2019 산업연관표(연장표)

•   한국은행: 2021년 5월 생산자물가지수

•   한국은행: [보도자료] 한국은행, 통화안정증권 3년물 신규 도입

•   한국은행: 2020년 지역별 국제수지(잠정)

•   한국은행: 2020년말 지역별·통화별 국제투자대조표(잠정)

•   한국은행: 2021년 6월 소비자동향조사 결과

•   한국은행: [보도자료] 물가안정목표 운영상황 점검

•   한국은행: 2021년 6월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: 2021년 5월 무역지수 및 교역조건

•   한국은행: [현지정보] 인민은행, 예금금리 상한 결정방식의 변경

•   한국은행: [현지정보] 미 연준, 2021년 대형은행 스트레스테스트 결과 발표

•   한국은행: [현지정보] 연준, Fed Listen 행사 재개 발표

•   국제금융센터: 2021년 하반기 글로벌 경제ㆍ금융시장 전망 및 주요 이슈

•   국제금융센터: 주간 Global Opinions(6.14~20)

•   국제금융센터: 주요 투자은행 환율전망 (6월 21일)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.21)

•   국제금융센터: [은행] 글로벌 은행산업 트렌드(6.21)

•   국제금융센터: 주간 Wall Street 인사이트(6.21)

•   국제금융센터: 이란 대선 결과에 대한 해외시각

•   국제금융센터: 2021년 하반기 美 장기금리 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.22)

•   국제금융센터: 2021년 하반기 글로벌 주식시장 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.23)

•   국제금융센터: 미국의 통화정책 정상화 경로 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.24)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(6.25)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식ㆍ채권펀드 유입지속, 유입폭은 축소

•   kotra: 독일, 수소 프로젝트에 80억 유로 투자

•   kotra: 페루 대통령 선거 결선 결과 좌파 카스티요 우세, 앞으로의 전망은?

•   kotra: 2021년 쿠웨이트 프로젝트 시장 동향

•   kotra: 전략국제연구센터, 美 청정 에너지 전략 논의

•   kotra: 美 6월 FOMC 회의 결과와 시장 전망

•   kotra: 美 보복소비 증가, 2021년 소매 시장 전망은?

•   kotra: 中, 6월 10일부 ‘反외국제재법’ 시행

•   kotra: 브라질 외국인투자유치(FDI) 동향

•   kotra: 美, 신장 위구르산 태양광 소재 수입제한 도입 검토 동향

•   kotra: 북해 최대 탄소 포집 및 저장 프로젝트

•   kotra: 일본 제조업계의 3D 프린터 도입 노력

•   kotra: 中 굴삭기 판매 15개월 만에 마이너스 전환, 그 원인은

•   kotra: 중국 스마트폰, 디스플레이 경쟁 시대

•   kotra: 물류로봇 서비스 모델(RaaS), 美 물류센터 해결책으로 등장

•   대외경제정책연구원: 한미 정상회담 이후 남북관계 전망과 시사점

•   대외경제정책연구원: 주요국의 코로나19 백신 접종 현황 및 접종률 제고 전략

•   대외경제정책연구원: 중국의 온라인 플랫폼 업계 규제 동향과 시사점

•   대외경제정책연구원: OECD 개발원조위원회 기후변화 지침의 주요 내용과 시사점

•   대외경제정책연구원: EU 의회 기업실사지침안의 주요 내용과 시사점

•   EMERiCs: [이슈트렌드] 코로나19 관련 봉쇄 완화하는 남아시아 국가들

•   EMERiCs: [이슈트렌드] 미군 및 NATO군, 7월 중순까지 아프가니스탄에서 철군 예정... 평화협상 돌파구 마련

•   EMERiCs: [동향세미나] 베트남 무역수지 적자 심화

•   EMERiCs: [이슈트렌드] 인도네시아, 디지털 화폐 구상…암호화폐 결제 불허

•   EMERiCs: [동향세미나] 몽골 대선 결과와 향후 전망

•   EMERiCs: [전문가오피니언] 러시아와 NATO의 적대 관계: 연원과 무장충돌 가능성

•   EMERiCs: [이슈트렌드] 러-미 정상회담 개최... 군비 경쟁, 핵 전쟁 위험 축소 합의

•   EMERiCs: [동향세미나] 이스라엘 네타냐후 총리 퇴진 배경과 시사점

•   EMERiCs: [이슈트렌드] 나이지리아, 정부 재정 수입 회복세.... 물가 상승과 실업 우려는 여전히 남아

•   EMERiCs: [이슈트렌드] 이란 대선, 강경보수파 후보 당선

•   EMERiCs: [이슈트렌드] 칠레, 코로나19 백신 접종 중 새로운 봉쇄 조치 도입

•   EMERiCs: [이슈트렌드] 중동부유럽, 5월에도 인플레이션 상승...우려 고조

•   EMERiCs: [이슈트렌드] 中 ‘7차 전국 인구센서스’ 통계에 따라 1인당 GDP 100대 도시 순위 변동

•   EMERiCs: [이슈트렌드] 中 신에너지차 호조세 지속, 호재 요소 분석

•   EMERiCs: [이슈트렌드] 中 날로 심각해지는 칩셋 공급난과 대응 전략

•   국제무역연구원: 2021년 3/4분기 수출산업경기전망조사(EBSI)

•   수출입은행 해외경제연구소: 중앙은행 독립성 침해가 터키 경제에 미친 악영향

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

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

•   수출입은행 해외경제연구소: '21 월간 국내외 경제 및 산업 동향 6월호

•   산업연구원: "산업경기 전문가 서베이조사 결과 : `21.6월 현황과 `21.7월 전망"

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2021.6.25)

•   국회예산정책처: 2021 조세수첩

•   국회예산정책처: 2021 대한민국 조세

•   국회예산정책처: NABO 경제·산업동향 & 이슈 (제18호)

•   금융연구원: 금융브리프 30-13

•   하나금융경영연구소: 하나금융포커스 [제11권 13호]

•   우리금융경영연구소: 국내 그린스탁(Green Stock) 성과와 시사점 - 6월 Industry Watch

•   KDB미래전략연구소: 주간 KDB리포트(2021.6.21)

•   KDB미래전략연구소: 디지털 위안화 도입 추진현황과 향후 영향

•   KB: 6월 21일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   건설산업연구원: 포스트 코로나 시대, 건설자재 가격 상승 현황 및 대응 방안

•   건설산업연구원: 건설동향브리핑 811호

•   건설산업연구원: 건설동향브리핑 812호

•   부동산114: 하반기 주택 시장 전망, 하락 응답 역대 최저

•   경실련: 문재인 정부 4년 서울아파트 시세 변동 분석 발표 기자회견

•   외교안보연구소: 2021년 이란 대선 결과의 함의와 전망

•   국가안보전략연구원: 6.16 제네바 미러 정상회담: 배경과 의미

•   국가안보전략연구원: '유럽주간'을 돌아보며: 바이든의 유럽순방 성과와 시사점

•   대한상의: 코로나시대 소비행태 변화와 시사점 조사

•   대한상의: 대한상의, 혁신법안 조속입법 건의

•   대한상의: 차 반도체 대란에도 도요타가 선전하는 비결

•   전경련: SMR(소형모듈원전) 주요국 현황과 한국의 과제

•   전경련: 2021 대기업차별규제 현황

•   한국경제연구원: 7월 기업경기전망 102.3

•   경총: 한국경영자총협회, 「최저임금 주요 결정기준 분석을 통한 2022년 적용 최저임금 조정요인 진단 」 발표

•   경총: 경총, 「2021년 규제혁신 만족도 조사」 결과 발표

•   경총: 노조법 시행령 개정안 국무회의 통과 관련 코멘트

•   NICE신용평가: 파운드리의 진화

•   기재부: 제39차 비상경제 중앙대책본부 회의 개최

•   기재부: 2021년 1분기 해외직접투자 동향

•   기재부: 자동차 개별소비세 30% 인하조치가 '21.12.31.까지 연장됩니다.

•   통계청: 2020년 하반기 지역별고용조사 맞벌이 가구 및 1인 가구 고용 현황

•   통계청: 2021년 4월 인구동향(출생, 사망, 혼인, 이혼)

•   산업부: ’23.5월, 연간 1만톤 국내 액화수소 공급의 첫 발 내딛다

•   산업부: ’21년 하반기부터 제3자(발전사업자-판매사업자-전기사용자) 간 전력거래계약을 통한 재생에너지 구매가 가능해진다

•   산업부: 소재·부품·장비 정책기금 조성액 1조원 돌파

•   산업부: (설명자료)현 정부 출범후 5년간 전력기금을 통해 원자력 분야를 지원한 금액은 총 9,330억원이며, 이전 정부시기 보다 증가함

•   산업부: 신재생에너지연료 혼합 의무비율 상향(3.0 → 3.5%)

•   산업부: 첨단·공급망 핵심품목 유턴 요건 대폭 완화 및 유턴에 기여한 수요기업도 지원

•   산업부: 산업부, 국제유가 동향 점검

•   산업부: 청정수소 기반의 수소경제로 전세계 모범사례 창출 노력

•   산업부: 공동구매로 수소충전소 수소 구입가 평균 11% 인하

•   산업부: 국표원,『2050 탄소중립 표준화 전략』밑그림 공개

•   산업부: (설명자료)탄소중립을 위해 태양광 등 재생에너지 확대는 불가피하며 환경성 및 수용성을 우선적으로 고려하여 재생에너지 확대를 추진하겠음(조선일보 6.25일자 보도설명)

•   국토부: ’21.1분기 건설공사 계약액 66조 원…전년 동기대비 15.3%↑

•   과기부: 6세대(6G) 전략회의 개최

•   노동부: 국제노동기구(ILO) 핵심협약 비준 관련 노동관계법 시행령 개정안 국무회의 통과

•   복지부: 거리두기 개편 수도권 2단계, 비수도권 1단계 적용

•   질병관리청: [보도설명자료] 머니투데이 등, 사업장 내 자체접종 관련

•   공정위: 기업집단 삼성의 부당내부거래 제재

[Magazines]

•   Economist: China’s Communist Party at 100: the secret of its longevity

•   Economist: The push to revamp the Chinese Communist Party for the next 100 years

•   Economist: Trying to heal the party’s wounds

•   Economist: Busybodies, backed by AI, are restoring the party’s visibility

•   Economist: The party is eager to expand its influence within business

•   Economist: Getting into the vanguard of the Chinese elite

•   Economist: As Chinese citizens head overseas, the party does likewise

•   Economist: A future, but with Chinese characteristics

•   Economist: Investors can no longer take low interest rates for granted

•   Economist: Global markets adapt to a change in the Federal Reserve’s tone

•   Economist: Closing the world’s schools caused children great harm

•   Economist: Joe Manchin’s proposed changes to America’s voting laws deserve wide support

•   Economist: Why the African genome project is so useful

•   Economist: Myanmar’s civil war is becoming bloodier and more brutal

•   Economist: A political memoir has South Koreans asking whom politicians serve

•   Economist: What Ebrahim Raisi’s election means for Iran and the nuclear deal

•   Economist: French voters punish presidential-poll favourites

•   Economist: Spain pardons Catalan separatists

•   Economist: Britain’s government says it wants an economic boom

•   Economist: Covid-19 has stymied governments’ efforts to collect data

•   Economist: Big miners’ capital discipline is good news for investors

•   Economist: Can American utilities avoid summer blackouts?

•   Economist: What Toshiba’s travails say about Japanese capitalism

•   Economist: Workers on the march

•   Economist: How Tiger Global is changing Silicon Valley

•   Economist: The international role of the euro

•   Economist: Three corporate giants are posing a stiff test for Chinese banks

•   Economist: A new phase in the financial cycle

•   Economist: Europe’s biggest neobank wants to take over the world

•   Economist: Economics needs to evolve

•   Economist: The race to build a commercial fusion reactor hots up

•   Forbes: Tweaked Infrastructure Plan Keeps Funds For Biden’s EV Chargers, Trains, Clean Buses

•   Forbes: U.S. Housing Became Much More Affordable Over The Last 40 Years

•   Forbes: Can You Afford To Buy That House During This Crazy Real Estate Market?

•   Fortune: COVID Delta variant is infecting some fully vaccinated adults in Israel. Should you be worried?

•   Bloomberg Businessweek: U.S. Unemployment Rescue Left at Least 9 Million Without Help

•   Bloomberg Businessweek: How the Billion-Dollar Ever Given Cargo Ship Got Stuck in the Suez Canal

•   Bloomberg Businessweek: How Xi and the CCP Turned on Jack Ma, Ant, and China’s Fintech Companies

•   Bloomberg Businessweek: ‘Onshoring’ Is So Last Year. The New Lingo Is ‘Friend-Shoring’

•   Bloomberg Businessweek: A Higher Minimum Wage Can Lead Employers to Lower Compensation

•   Bloomberg Businessweek: 2030 Emissions Targets May Hurt Progress on 2050 Goals: Climate Advocates

•   Bloomberg Businessweek: Why Venezuela’s Maduro Is Ready for Talks With U.S. and Biden Administration

•   Time: Moon Jae-in's Final Attempt to Heal South Korea

•   Time: U.S. Vaccination Rates Rose Somewhat in June. Will It Last?

•   Atlantic: How the Afghanistan Withdrawal Costs the U.S. With China

•   Atlantic: We’re Not Ready for Another Pandemic

•   Atlantic: The mRNA Vaccines Are Extraordinary, but Novavax Is Even Better

•   Atlantic: What the U.S. Loses When Americans Save Too Much

•   Foreign Policy: Three Years Is Too Long to Wait for a Global Vaccine Rollout

•   Foreign Policy: Biden Faces Diplomatic Pressure From Germany, Ukraine on Russia Policy

•   Foreign Policy: Was the Biden-Putin Summit a Success?

•   Foreign Policy: How to Keep India All-In on the Quad

•   Foreign Policy: Italy's 2019 China Flirtation on Belt and Road Didn't Pay Off

•   Foreign Policy: Russia's Sputnik V Vaccine Diplomacy Will Leave Moscow Even Less Loved in Africa

•   Foreign Policy: As COVID-19 Pandemic Rages in Latin America, Some Consider Third Doses of Vaccines

•   Foreign Policy: Biden Opens New Front in Trade War With China: Semiconductors

•   Foreign Policy: In Historic Shift, Biden Aligns NATO, U.S. Allies on China

•   Foreign Policy: Iran and Ebrahim Raisi Have a Legitimacy Crisis

•   Foreign Policy: U.S., Iran Know They Can't Revive the Old Nuclear Deal

•   Foreign Policy: After COVID-19, Only Technocrats Can Save the World

•   Foreign Policy: Suga Bets His Political Future on Olympics

•   Foreign Policy: Does Blockchain Hold the Key to Ending Poverty?

•   Foreign Policy: ASEAN's Future Will Be Decided in Myanmar

•   Foreign Policy: As Europe Reopens for Travel, North America Is Keeping Borders Shut

•   Foreign Affairs: A Better Boom

•   Foreign Affairs: The Global Fight Against Monopolies| Foreign Affairs

•   Foreign Affairs: The Real Vaccine Procurement Problem

•   Foreign Affairs: Xi’s Gamble

•   Foreign Affairs: The Evolution of Corruption in China

•   Foreign Affairs: A Reckoning for the Chinese Economy

•   Foreign Affairs: Can China Keep Rising?

•   Foreign Affairs: How Beijing Sees U.S.-China Relations

•   Foreign Affairs: Can Biden Do Everything?

•   Foreign Affairs: Biden Can Keep the Two-State Solution Alive

•   Barron's: Our Top CEOs: Meet 30 Leaders Who Turned Crisis Into Opportunity

•   Barron's: These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending

•   Barron's: Thrift Savings Plan, the Largest U.S. Retirement Plan, Will Offer ESG Options

•   Barron's: The Housing Market Is Still Hot. That’s Good News for These Three Mortgage Insurers

•   Barron's: Bitcoin Won’t Solve the Problems of a Society That Is Overproducing Capital

•   Barron's: When $600 Billion Isn't Enough: The U.S. Needs More to Fix Its Infrastructure

•   Barron's: High Savings Rates Could Put the Recovery In Doubt

•   Barron's: Bank of England Caught Between Inflation and the Delta Risk

•   Barron's: U.K. Budget Numbers Show Debt Alarm Is Overblown

•   Barron's: Investors Are Sending a Clear Signal: Make Climate Disclosures Mandatory

•   MIT Technology Review: Brazil’s most vulnerable are struggling to survive the stress of covid

•   MIT Technology Review: What it will take to achieve affordable carbon removal

•   MIT Technology Review: The next pandemic is already here. Covid can teach us how to fight it.

•   MIT Technology Review: China is cracking down on cryptocurrency, sparking an exodus of miners

•   MIT Sloan Management Review: How to Win at the Platform Game

•   Power Magazine: Consumers Energy to Quit Coal by 2025, Speeding Closure of Five Units

•   Power Magazine: A Game-Changing Vision for Geothermal Energy

•   Power Magazine: GE Hitachi: Nuclear Costs, Innovation Must Be a Pivotal Focus for Carbon-Free Future

•   Power Magazine: CCUS: Big Opportunity and Hard Questions

•   Power Magazine: World-First Test Production of Fossil-Free Hydrogen-Reduced Sponge Iron Completed

•   Windpower Monthly: Svevind plans 45GW wind- and solar-to-green hydrogen

•   Windpower Monthly: Floating installation a 'game changer' for offshore wind

•   Windpower Monthly: New offshore wind development hits 200GW since start of 2020

•   Science: Delta variant triggers dangerous new phase in the pandemic

•   Nature: Deleted coronavirus genome sequences trigger scientific intrigue

•   Nature: Delta coronavirus variant: scientists brace for impact

•   Nature: Is one vaccine dose enough if you’ve had COVID? What the science says

•   매경이코노미: 스타트업 CEO 107명 ‘MBTI’ 분석해봤더니…‘ENTJ’가 대세

•   매경이코노미: 생색내기·불통 경영…무늬만 ESG 경영 걸러내야

•   매경이코노미: 반도체 슈퍼사이클 진입…지금이 터닝포인트

•   한경비즈니스: 포스트 코로나 시대…지주사들을 주목하라

•   한경비즈니스: 건설 기계 수급 제도 연장·해제에 달린 건설·레미콘업계 운명

•   한경비즈니스: K배터리, 리튬·코발트 자급률 ‘제로’ 수준…광물 찾아 아프리카·호주까지 간다

•   한경비즈니스: 쭉쭉 오르는 해운 운임 연말까지 올라갈까

•   한경비즈니스: 블록체인 경제 공정하고 투명하기만 할까비트코인 A to Z

•   한경비즈니스: 박지원 두산중공업 회장 수소 사업 다각화…친환경으로 체질 개선

•   한경비즈니스: 곽상철 두산 사장 히든카드 전자 소재·수소로 새 성장판 연다

•   한경비즈니스: 손동연 두산인프라코어 사장 기술과 품질로 글로벌 경쟁력 확보

•   이코노미조선: 인간 사회 모든 곳에 날로 진화하는 로봇이 있다

•   이코노미조선: [Interview] 미래학자 제이슨 솅커 프레스티지 이코노믹스 회장 “팬데믹 이후 로봇 거대 수요 확인…‘로보칼립스’ 없다”

•   이코노미조선: Infographic 로봇 에브리웨어 시대가 온다

•   이코노미조선: 절삭·용접 넘어 근로자 건강 챙기는 웨어러블 로봇까지

•   이코노미조선: “한국서도 곧 ‘로봇 개’가 순찰하는 세상 열립니다”

•   이코노미조선: “코로나로 로봇 저항감 무너져…로봇과 협업 중요”

•   이코노미조선: “국내 차량용 반도체 98%는 수입산” 현대차, 국내 팹리스 손잡고 반도체 공급망 재편 추진

•   이코노미조선: “포스코·현대차 등 40개 기업 ESG 평가해 발표할 것”

•   이코노미조선: 보다 나은 사회·디지털 전환 등 일본의 변혁 주도

•   주간조선: 신한울 1호기 운영허가 또 연기… 탈원전 4년 손익보고서

•   이코노미스트: 수소 경제 이끄는 국내 기업들…협의체부터 합작사까지 '일사천리'

•   이코노미스트: 미·중 대결시대 높아지는 푸틴과 러시아의 전략적 가치 [채인택 글로벌 인사이트]

•   주간한국: 전기차 시대 급부상하는 ‘무선충전도로’ 눈길

•   월간로봇기술: [Monthly Focus[ 성장하는 물류 업계, 물류로봇 업계 움직임 '활발'

[Books]

•   FT: Summer books of 2021: Economics

•   FT: Summer books of 2021: Business

•   FT: Summer books of 2021: Politics

•   FT: Summer books of 2021: Technology

•   FT: Summer books of 2021: History

•   WSJ: ‘Energy’s Digital Future’ Review: The ‘Transition’ From Oil]

•   WSJ: ‘Iran’s Perilous Pursuit of Nuclear Weapons’ Review: In Tehran’s Nuclear Archive]

•   WP: ’Nightmare Scenario’ fresh details on chaos, conflicts inside Trump’s pandemic response

•   WP: Your early summer book recommendations for 2021

•   매경: 탈탄소 대세지만…전력위기도 함께 온다

•   매경: '프랑스의 버핏'이 귀띔하는 장기투자의 힘

•   매경: 시장 장악한 '공룡 기업'…서비스 공백 초래하다

•   매경: [Books&Biz] '네트워킹'이란 말에 한숨부터…내향인 위한 전략은 따로 있다

•   한경: [책마을] 성공과 몰락의 비밀은 이 '변곡점'에 있다

•   서경: [책꽂이] 4차 산업혁명 최대 수혜자는 고령층이다층

•   서경: [책꽂이]'반도체 신냉전' 기회를 찾아라

•   서경: [책꽂이]촘스키·폴린, 인류 생존 매뉴얼로 '그린 뉴딜'을 제안하다

•   동아: 기후위기 원인과 해법 놓고… 신간 ‘백가쟁명’

•   미래한국: [미래리뷰] 케인스의 실패가 시사하는 재정확대정책의 위험

•   로봇신문: 2029 기계가 멈추는 날