Business Intelligence Monitor Weekly 210809~210815

[Reports]

•   IMF: Putting Public Investment to Work

•   IMF: Coming Together

•   World Bank: What is driving COVID-19 vaccine hesitancy in Sub-Saharan Africa?

•   UNCTAD: Economies in Latin America and the Caribbean urged to boost resilience to shocks following commodity price hikes | UNCTAD

•   OECD: Composite Leading Indicators (CLI), OECD, August 2021 - OECD

•   BIS: Macroeconomic effects of Covid-19: a mid-term review

•   WHO: WHO Statement on advancing the next series of studies to find the origins of SARS-CoV-2

•   WHO: Interim statement on COVID-19 vaccine booster doses

•   IPCC: AR6 Climate Change 2021: The Physical Science Basis

•   White House: FACT SHEET: Build Back Better Investments in Care Will Boost Economic Growth and Help Businesses Thrive

•   White House: FACT SHEET: President Biden’s Build Back Better Agenda Will Deliver Historic Investments in American Families and Communities

•   White House: Remarks by President Biden on the Senate Passage of the Bipartisan Infrastructure Investment and Jobs Act

•   FRBNY: Consumers Expect Higher Earnings Growth and Greater Ease of Finding Jobs Over the Next Year

•   FRBNY: The Federal Reserve and U.S. Treasury Did Not Intervene in FX Markets During the Second Quarter

•   FRBSF: Return of the Original Phillips Curve

•   St. Louis Fed: Worker Types in the U.S. Labor Market: Macro Implications

•   St. Louis Fed: Roundup: Global Value Chains, Inflation and Regional Gasoline Prices

•   ECB: Fifty shades of QE: comparing findings of central bankers and academics

•   BoE: Corporate debt booms, financial constraints and the investment nexus

•   BoE: Mortgage pricing and monetary policy

•   NBER: The Past and Future of Economic Growth: A Semi-Endogenous Perspective

•   NBER: Can Monetary Policy Create Fiscal Capacity?

•   NBER: Soaking Up the Sun: Battery Investment, Renewable Energy, and Market Equilibrium

•   NBER: Fiscal Policy at the Zero Lower Bound without Rational Expectations

•   NBER: What Do You Think About Climate Finance?

•   NBER: The 2000s Housing Cycle With 2020 Hindsight: A Neo-Kindlebergerian View

•   CEPR: CEPR Discussion Papers 08 August 2021

•   VoxEU: Predicting inflation using cumulative wage gaps

•   VoxEU: Darwinian reallocations and the origins of aggregate increasing returns to scale

•   VoxEU: Income inequality during the Covid-19 pandemic

•   VoxEU: Labour market reallocation in the wake of Covid-19

•   VoxEU: Recovering from pandemics: Policies and structural features matter

•   World Economic Forum: What are COVID-19 vaccine booster shots and why are they being offered?

•   World Economic Forum: How lead batteries could make EVs safer

•   World Economic Forum: How drones can unlock greener infrastructure inspection

•   World Economic Forum: What are the long-term effects of the COVID-19 pandemic? These 5 trends give us a glimpse

•   World Economic Forum: Explainer: What the new IPCC report says about extreme weather and climate change

•   World Economic Forum: What does the IPCC climate change report mean for trade?

•   Brookings: New 2020 census results show increased diversity countering decade-long declines in America’s white and youth populations

•   Brookings: Biden’s confirmations progress at the 200-day mark

•   Brookings: The “new normal” in US-China relations: Hardening competition and deep interdependence

•   Brookings: The COVID-19 travel shock hit tourism-dependent economies hard

•   Brookings: Remote work wanted? Analyzing online job postings during COVID-19

•   Brookings: The Senate infrastructure bill’s four interconnected broadband components

•   Brookings: Will Beijing Invade Taiwan?

•   Brookings: Delta variant outbreak challenges Vietnam’s COVID-19 response strategy

•   Brookings: Global governance after COVID-19: Survey report

•   Brookings: Hutchins Roundup: Earnings shocks, central bank communications, and more

•   CSIS: Two Years into CPTPP

•   CSIS: A New Revolution in the Middle East

•   CSIS: The United States Needs a Solar Manufacturing Strategy

•   McKinsey:Global Economics Intelligence executive summary, July 2021

•   McKinsey:COVID-19: Briefing note #67, August 11, 2021

•   Visual Capitalist: Mapped: Visualizing U.S. Oil Production by State

•   IEA: Oil Market Report - August 2021

•   EIA: Short-Term Energy Outlook

•   OPEC: MOMR August 2021

•   Wood Mackenzie: Is CCS the upstream sector’s silver bullet?

•   Wood Mackenzie: Solar energy to boost demand for base metals

•   Wood Mackenzie: Steel sector emissions must fall 75% under 2°C scenario

•   Rystad Energy: Russia’s oil supply set to break Covid-19 chains, rise to a new record in July 2022 and peak in 2023

•   Rystad Energy: Onshore pipeline project costs are set to increase by 4%-6% globally by the end of 2022

•   Energy Science & Engineering: How green is blue hydrogen?

•   IDC: India's Smartphone Market Returns to Normalcy Towards the End of the Quarter, Clocking 34-million-unit Shipments in 2Q21, says IDC

•   Strategy Analytics: Q2’21: Brazilian Smartphone Market Clocks Double Digit Growth

•   Strategy Analytics: Samsung Z Fold3 and Flip3 Slash Prices, Improve Durability

•   Strategy Analytics: Q2’21: Xiaomi Tops the Russian Smartphone Market

•   Strategy Analytics: Xiaomi Tops Android 5G Smartphone Leaderboard in Q2 2021

•   IHS Markit: Despite Being World’s 4th Largest Oil Producer, Majority of Crude Oil Demand in Canada is Met via the United States

•   DRAMeXchange: 【Market View】Contract Prices of PC DRAM Expected to Decline by 0-5% in 4Q21 as Spot Prices of DRAM Modules Continue to Weaken, Says TrendForce

•   DRAMeXchange: 【Market View】Server DRAM Prices Expected to Rise by 5-10% QoQ in 3Q21 Due to Peak Season, Says TrendForce

•   IC Insights: Automotive MCU Sales to Surge 23% in 2021 Despite Shortages

•   한국은행: 해외경제 포커스(제2021-31호)

•   한국은행: 중국 통화정책 변화가 우리 경제에 미치는 영향

•   한국은행: 2021년 7월중 금융시장 동향

•   한국은행: 2021년 7월 이후 국제금융·외환시장 동향

•   한국은행: 2021년 6월중 통화 및 유동성

•   한국은행: 2021년 7월 수출입물가지수

•   한국은행: [현지정보] 미국 2021.7월 고용지표 내용 및 뉴욕 금융시장 반응

•   한국은행: [동향분석] 최근의 미국경제 상황과 평가(2021.8월)

•   한국은행: [동향분석] 최근 영국 경제 상황 및 평가

•   한국은행: Real Business Cycles in Emerging Countries: Are Asian Business Cycles Different from Latin American Business Cycles?

•   국제금융센터: 미국 인프라 법안 및 예산결의안의 주요 내용 및 평가

•   국제금융센터: 중국 친환경 경제로의 전환 추진 및 영향

•   국제금융센터: 주간 Global Opinions(8.2~8.8)

•   국제금융센터: 주간 Wall Street 인사이트(8.9)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.9)

•   국제금융센터: 주요 투자은행 환율전망 (8월 9일)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.10)

•   국제금융센터: 일본은행의 통화정책 변천과 향후 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.11)

•   국제금융센터: 미국 7월 소비자물가 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.12)

•   국제금융센터: [21.8월] 국제금융 INSIGHT

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.13)

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

•   kotra: 미국 재생에너지 시장 및 에너지 전환 동향

•   kotra: 미얀마 경제, 비상사태와 코로나 재확산으로 완연한 하락세

•   kotra: 칠레 신재생에너지 트렌드

•   kotra: 2021년 사우디아라비아 산업 개관

•   kotra: 2021년 사우디아라비아 인프라 산업 정보

•   kotra: 2021년 사우디아라비아 전력산업 정보

•   kotra: 일본에서 주목받는 디지털 트윈이란?

•   kotra: 2021년 UAE 산업 개관

•   kotra: 영국 자율주행, 어디까지 왔나

•   kotra: 2021년 하반기, 중국 스마트폰 시장의 향방은?

•   KDI: KDI 경제동향 2021. 8

•   KDI: 미국의 플랫폼 반독점법안 도입과 시사점

•   EMERiCs: [이슈트렌드] 필리핀, 친미 노선 강화 움직임…군사 협력 재개

•   EMERiCs: [이슈트렌드] 아세안, 코로나19 팬데믹으로 각국 정치 대립 심화

•   EMERiCs: [이슈트렌드] 우크라이나, 상반기 경제 실적 발표... FDI 27억 달러, 부채 430억 흐리우냐 기록

•   EMERiCs: [이슈트렌드] 라이시 이란 신임 대통령 취임, 경제난과 제재 해제 노력 강조

•   EMERiCs: [이슈트렌드] 남아프리카공화국 라마포사 대통령, 2018년 이후 처음으로 내각 개편

•   EMERiCs: [이슈트렌드] 베네수엘라, 경제 정상화 위한 다양한 노력 이어져

•   EMERiCs: [이슈트렌드] 中 과학기술 ‘자립자강’ 거듭 강조, ‘평가의 시장화’가 관건

•   EMERiCs: [이슈트렌드] 中 민항 투자, 각지에 대규모 공항 개축·신축 건설

•   수출입은행 해외경제연구소: 말레이시아 국가신용도 평가리포트(2021년 8월)

•   수출입은행 해외경제연구소: 인공지능과 기계학습 개요 및 산업응용

•   산업연구원: "국가균형발전 실현하려면, 지역 간 혁신성장역량 양극화 완화해야"

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제21-16호)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (8월 1주차)

•   포스코경영연구원: 테슬라 버티컬(상): 혁신의 상징 ‘테슬라 플랫폼’

•   국회예산정책처: 2020회계연도 총수입 결산 분석

•   국회예산정책처: [결산분석시리즈 Ⅰ] 2020회계연도 결산 총괄분석

•   국회예산정책처: [결산분석시리즈 Ⅱ] 2020회계연도 결산 위원회별 분석

•   우리금융경영연구소: 2021년 성장률 전망(4.3%) 유지, 물가·고용 예측치 상향조정 - 8월 경제 브리프

•   IBK경제연구소: 팬데믹 이후 고용 회복세와 내재된 위험 요인

•   KDB미래전략연구소: 주간 KDB리포트(2021.8.9)

•   KDB미래전략연구소: EU Fit fot 55와 전기차 전환 가속화

•   KB: 8월 9일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   KB경영연구소: KB부동산시장 리뷰 2021-8호

•   KB경영연구소: 토지거래허가구역의 주요 내용 및 영향 점검

•   건설산업연구원: 2021년 월간 건설·부동산 동향 08월

•   외교안보연구소: 일본의 對韓 수출규제 강화 2년의 평가와 과제

•   전경련: 지난 30년, 한일 간 경제·경쟁력 격차변화 비교

•   경총: 경총, 법인세법, 조세특례제한법, 상속세 및 증여세법 개정안에 대한 경영계 의견 제출

•   NICE신용평가: 삼성그룹 - 확고한 사업 및 재무안정성, 향후 신성장사업을 포함한 투자 추이 모니터링 필요

•   한국기업평가: [코로나19] 건설업: 분양시장과 신용도 방향성의 동행은 언제까지

•   기계연구원: [일반] 지구를 지키는 마지막 1℃, 탄소중립 기반 수소 기계기술

•   기재부: 제43차 비상경제 중앙대책본부 회의 개최

•   기재부: 「월간 재정동향 및 이슈」 2021년 8월호 발간

•   통계청: 2021년 2/4분기 시도 서비스업생산 및 소매판매 동향

•   통계청: 2021년 2/4분기 제조업 국내공급동향

•   통계청: 2021년 7월 고용동향

•   산업부: (설명자료)금년 여름(7월) 석탄발전에 대한 의존도는 낮아지고 있음(연합뉴스 8.8 등)

•   산업부: (설명자료)원전 정비 및 가동은 관련 법령과 절차에 따라 이뤄지며, 월성1호기 조기폐쇄와 관련하여 경제성을 조작한 바 없음(8.10일 매일경제 “신내림 산자부에 에너지차관 보은인사 선 넘었다”에 대한 설명)

•   산업부: (설명자료)제9차 전력수급기본계획의 전력수요 전망과 탈원전 정책은 직접적인 인과관계가 없는 별개의 사안임

•   산업부: (설명자료)수상태양광 사업추진시 조류배설물 등 오염물질의 영향이 최소화될 수 있도록 효율적인 관리·운영방안 검토할 계획 (8.9일, 8.11일 조선일보 “패널 수백장이 하얗게...‘새똥광’ 돼버린 새만금 태양광” “철새도래지 10곳에 태양광...새똥 대책은 없어”에 대한 설명)

•   산업부: 정보통신기술(ICT) 수출, 14개월 연속 증가세 기록

•   국토부: 「2020년도 주거실태조사 결과」 발표

•   노동부: 고용행정 통계로 본 ’21.7월 노동시장 동향

•   질병관리청: 2022년 화이자 백신 3천만 회분 계약(8.13., 정례브리핑)

•   금융위: [보도참고] 2021년 7월중 가계대출 동향(잠정)

•   금감원: 2021년 7월 외국인 증권투자 동향

[Magazines]

•   Economist: Xi Jinping’s assault on tech will change China’s trajectory

•   Economist: What tech does China want?

•   Economist: China’s future economic potential hinges on its productivity

•   Economist: It might still be possible to save Afghanistan

•   Economist: Most covid-19 travel restrictions should be scrapped

•   Economist: Why curbing methane emissions will help fight climate change

•   Economist: German voters deserve a more serious election campaign

•   Economist: The release from prison of Samsung’s de facto boss raises eyebrows

•   Economist: Democracy is decaying in a growing number of Asian polities

•   Economist: Vaccine mandates are spreading

•   Economist: HS2’s extension and the paradox of infrastructure investment

•   Economist: Brexit Britain wants to liberalise trade with poor countries

•   Economist: Britain’s economy: less scarred by covid-19 than had been feared

•   Economist: Flexibility is the key to success

•   Economist: One way to make Europe more like Silicon Valley

•   Economist: Will the rich world’s worker deficit last?

•   Economist: America’s inflation scare becomes less menacing

•   Economist: India consigns its tax time-machine to the past

•   Economist: How the delisting of Chinese firms on American exchanges might play out

•   Economist: A glimpse into Japan’s understated financial heft in South-East Asia

•   Economist: A new theory suggests that day-to-day trading has lasting effects on stockmarkets

•   Economist: The IPCC delivers its starkest warning yet about climate change

•   Economist: Geoengineering is conspicuously absent from the IPCC’s report

•   Forbes: Semiconductor Manufacturing: Making Impossibly Small Features

•   Fortune: China partly closes world’s third-busiest port after one COVID case

•   Fortune: COVID vaccine: It's time for CEOs to mandate vaccinations for all employees

•   Bloomberg Businessweek: The U.S. Debt-Ceiling Farce Is a Headache Investors Could Do Without

•   Bloomberg Businessweek: Covid Vaccines: Shots Are Working, Making People Less Sick Despite Delta

•   Bloomberg Businessweek: Covid Vaccine: CEOs, Businesses Make Shots Mandatory as Delta Spreads

•   Bloomberg Businessweek: New Apple iPhones Show Magic of Incremental Camera, Chip Improvements

•   Time: Four States Have Already Surpassed Their COVID-19 Peaks

•   Time: A Grim Milestone as U.S. COVID-19 Deaths Top Civil War Toll

•   Time: Remote Work is a Now Status Symbol. How To Manage That.

•   Atlantic: Getting bin Laden Could've Ended the War in Afghanistan

•   Atlantic: Delta Has Changed the Pandemic Endgame

•   Foreign Policy: Many Afghans Fear for Their Lives as Taliban Fighters Take Kabul

•   Foreign Policy: Afghan Government Collapses as Ghani Flees Kabul Amid Taliban Advance

•   Foreign Policy: What Went Wrong With Afghanistan’s Defense Forces?

•   Foreign Policy: The Coming Afghan Refugee Crisis Is Only a Preview of the Climate Change Era

•   Foreign Policy: Authoritarian Inflation and Democratic Pessimism Are Distorting Public Perception

•   Foreign Policy: The Realist Guide to Solving Climate Change

•   Foreign Policy: China Is Repeating U.S. Mistakes With Its Own Global Arrogance

•   Foreign Policy: Belgium’s COVID-19 Comeback Is a Model for the Rest of the World

•   Foreign Policy: North Korea’s Curious COVID-19 Strategy

•   Foreign Policy: Forget Climate Doomism—the End of Coal Is Coming

•   Foreign Policy: Why China Keeps Spinning COVID-19 Conspiracies

•   Foreign Policy: United Russia Wants a Big Win in Duma Elections

•   Foreign Policy: Four Key Takeaways From the IPCC Climate Report

•   Foreign Policy: Will China's New U.S. Ambassador Be Just Another 'Wolf Warrior'?

•   Foreign Policy: BJP Gerrymandering in Kashmir Seeks to Create a Hindu Majority

•   Foreign Affairs: Bin Laden’s Catastrophic Success

•   Foreign Affairs: The Right Way to Investigate the Origins of COVID-19

•   Foreign Affairs: China Isn’t Trying to Dominate the Middle East

•   Barron's: Is Inflation a Bad Problem? The $3.5 Trillion Budget Will Make It One.

•   Barron's: Will Home Prices Drop? Even If the Lumber Price Bubble Is Over, Don’t Expect Houses to Get Cheaper.

•   Barron's: Need Help With Your Rent? Congress Has Made It Way Too Hard to Get the Cash It Promised

•   Barron's: How a $75B Core Bond Fund Is Gearing Up for Inflation

•   Barron's: Is Inflation Really Transitory? How We'll Know If Prices Are Out of Control.

•   Barron's: Biden’s OPEC+ Statement Is Meant for Domestic Consumption

•   Barron's: What It's Like to Buy and Sell Homes In a Hot Market During a Pandemic

•   Harvard Business Review: Stablecoins and the Future of Money

•   MIT Technology Review: The big tech quest to find the metals needed for the energy overhaul

•   MIT Technology Review: Five questions about the delta variant

•   MIT Sloan Management Review: The Digital Twin Opportunity

•   Power Magazine: Decarbonizing the Power Grid with Hydrogen and Advanced Technology

•   Windpower Monthly: Wind turbine manufacturer Vestas lowers expectations due to inflation and Covid-19

•   Windpower Monthly: Chinese wind power additions up 72% in first half of 2021

•   Science: Department of Energy’s ‘mini–Manhattan Projects’ for key energy problems wind down

•   Nature: How do vaccinated people spread Delta? What the science says

•   매경이코노미: 반도체 대란 현대차, 年 수백억 감익 걱정된다

•   매경이코노미: ‘인플레民國’에서 살아남기…수요·공급 복합 충격, 치솟는 밥상 물가

•   매경이코노미: 인플레이션 시대, 화폐 가치 하락 막는 원자재 투자 ‘든든’

•   한경비즈니스: 중국 인구 감소는 세계 경제의 최대 복병

•   이코노미조선: 랜섬웨어 팬데믹 직면한 지구촌

•   이코노미조선: 신흥 인프라 노리는 랜섬웨어…각국 사이버 방패 구축 분주

•   주간조선: 수소는 ‘개발’이 필요한 미래 에너지다

•   이코노미스트: “한국을 에너지 수출국으로” 유수경 두산퓨얼셀 대표이사 [이철현의 친환경 10대장⑦]

•   이코노미스트: 삼성전자·SK하이닉스 대신 반도체 소재·장비株에 눈 돌려라 [이종우 증시 맥짚기]

•   이코노미스트: 나랏님 경고에도 집값·매수 ‘묻지마 질주’…이유가 있다 [오대열 리얼 포커스]

•   주간동아: SK바사, ‘국산 코로나 백신 1호’ 앞두고 넘어야 할 산

•   주간동아: 끝날 때까지 끝난 게 아니다, LG폰 남은 과제는?

•   포춘코리아: [글로벌 리더들은 알고 당신은 모르는 미래 먹거리 전략③] 날개를 단 해운산업의 치열한 물밑 전쟁

[Books]

•   FT: Taming the wolf warrior — China’s rising aggression

•   매경: 코로나 대유행 자충수된 세계화…그래도 국제적 협력만이 해결책

•   매경: 유일한 강대국 자만에 취해…실패한 美외교

•   서경: [책꽂이] 밀레니얼도 벌써 '과장님'··· Z세대 통해 미래를 보라