Business Intelligence Monitor Weekly 210802~210808

[Reports]

•   IMF: How the Pandemic Widened Global Current Account Balances

•   IMF: How To Escape The Perils of Fragility

•   IMF: Managing the Political Economy of Climate Change Policies

•   IMF: Philippines: 2021 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for Philippines

•   World Bank: Gulf Economic Update: COVID-19 Pandemic and the Road to Diversification

•   OECD: Growth and economic well-being: first quarter 2021, OECD

•   OECD: Consumer Prices, OECD - Updated: 4 August 2021

•   BIS: Ripple effects of monetary policy

•   BIS: Are households indifferent to monetary policy announcements?

•   White House: FACT SHEET: The Bipartisan Infrastructure Investment and Jobs Act Creates Good-Paying Jobs and Supports Workers

•   White House: FACT SHEET: The Bipartisan Infrastructure Investment and Jobs Act Advances President Biden’s Climate Agenda

•   White House: Executive Order on Strengthening American Leadership in Clean Cars and Trucks

•   White House: FACT SHEET: President Biden Announces Steps to Drive American Leadership Forward on Clean Cars and Trucks

•   White House: FACT SHEET: President Biden Announces Major Milestone in Administration’s Global Vaccination Efforts: More Than 100 Million U.S. COVID-⁠19 Vaccine Doses Donated and Shipped Abroad

•   CBO: Effects of Physical Infrastructure Spending on the Economy and the Budget Under Two Illustrative Scenarios

•   CBO: Senate Amendment 2137 to H.R. 3684, the Infrastructure Investment and Jobs Act

•   CBO: The Distribution of Household Income, 2018

•   European Commission: Coronavirus: Commission approves new contract for a potential COVID-19 vaccine with Novavax

•   Fed: Speech by Vice Chair Richard H. Clarida - Outlooks, Outcomes, and Prospects for U.S. Monetary Policy

•   Fed: Earnings Shocks and Stabilization During COVID-19

•   Fed: Speech by Governor Christopher J. Waller - CBDC: A Solution in Search of a Problem?

•   Fed: Use of the Federal Reserve's repo operations and changes in dealer balance sheets

•   FRBNY: Total Household Debt Climbs in Q2 2021, New Extensions of Credit Hit Series Highs

•   FRBNY: Forbearance Participation Declines as Programs’ End Nears

•   St. Louis Fed: Dollar Exposure in the Public Debt of Asian and Latin American Nations

•   St. Louis Fed: State Government Spending and Political Parties

•   ECB: Economic Bulletin Issue 5, 2021

•   ECB: Using machine learning and big data to analyse the business cycle

•   ECB: Dominant currencies and the export supply channel

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

•   RBI: Monetary Policy Statement, 2021-22 Resolution of the Monetary Policy Committee (MPC) August 4-6, 2021

•   NBER: The Economics of Electric Vehicles

•   CEPR: CEPR Discussion Papers 01 August 2021

•   VoxEU: Globalisation, specialisation, and the division of labour

•   VoxEU: The pandemic has boosted firm investments in digital technologies

•   VoxEU: Fiscal-monetary crosswinds in the euro area: Convential and unconvential shocks

•   VoxEU: A stylised quantitative assessment of Next Generation EU investment

•   World Economic Forum: Are electric cars all that green? Yes, this chart shows you how

•   World Economic Forum: This is how prepared APAC countries are for automation

•   World Economic Forum: Economist-less economics: The future of economics in an AI-biased world

•   World Economic Forum: Why 2020 was a breakthrough year for US renewable energy

•   World Economic Forum: Renewable power from ocean tides

•   CSIS: No, a Three-Child Policy Alone Will Not Save China from an Impending Demographic Crisis

•   CSIS: Buy American: Big Deal or Small Cheese?

•   CSIS: U.S. Emergency Plan for Global Covid-19 Relief: Urgent Action to End the Pandemic Globally and Accelerate U.S. Recovery and Security

•   CSIS: COP26: The Perfect Opportunity for Latin America and the Caribbean to Champion a Just Transition to Net Zero

•   CSIS: Iraq, the United States, and the “New” Middle East

•   McKinsey:Automotive semiconductors for the autonomous age

•   McKinsey:COVID-19: Briefing note #66, August 4, 2021

•   Wood Mackenzie: Bumpy road ahead as SEA navigates energy transition but opportunities aplenty

•   BNEF: Public Market Financing Lifts Renewable Energy Investment to New First-Half Year Record in 2021

•   Strategy Analytics: Xiaomi to Rise to No.1 in Spain and Russia Smartphone Market

•   Strategy Analytics: Notebook PC Market Powered to Record Sales in Q2 2021 Despite Looming Supply Issues

•   Strategy Analytics: Xiaomi Takes 2nd Place in Global Handset Shipments in Q2 2021

•   Strategy Analytics: Xiaomi Tops European Smartphone Market in Q2 2021

•   Counterpoint: Monthly Pulse: Xiaomi Becomes #1 Smartphone Brand Globally for First Time Ever

•   Counterpoint: Foldable Smartphone Shipments to Grow 10x by 2023

•   Counterpoint: MEA Smartphone Market Sees Best Q2 on Record; Samsung Leads but TECNO, Xiaomi Close Gap

•   Counterpoint: Q2 2021: Europe Smartphone Market’s Bumpy Road to Recovery

•   Counterpoint: Chinese Players Capture Half of Vietnam Smartphone Market in Q2 2021

•   IHS Markit: IHS Markit Expert Panel Examines Net Zero Goals and the “Changing Landscape of Energy Transition”

•   IHS Markit: Ability of Natural Gas Infrastructure to be Converted to Carry Low-Carbon Fuels Will Enable Gas to Become a “Second Pillar” of Decarbonization Alongside Renewables

•   DRAMeXchange: 【Market View】Sudden Drop in Cryptocurrency Prices Hurts Graphics DRAM Market in 3Q21, Says TrendForce

•   DRAMeXchange: 【Market View】Potential Worsening of Pandemic in the Philippines May Hinder Production and Shipment of Major MLCC Manufacturers Murata/Samsung, Says TrendForce

•   IC Insights: Robust Growth Rates Expected For Nearly All IC Products in 2021

•   SIA: Global Semiconductor Sales Increase 29.2% Year-to-Year in June; Q2 Sales Up 8.3% Over Q1

•   IFR: Mobile Robots Revolutionize Industry

•   한국은행: 해외경제 포커스(제2021-30호)

※   국제경제리뷰: 디지털 혁신에 따른 금융부문 패러다임 전환 가능성

•   한국은행: 금융통화위원회 의사록(2021년도 제14차)(2021.7.15.)

•   한국은행: 2021년 7월말 외환보유액

•   한국은행: 2021년 6월 국제수지(잠정)

•   한국은행: [현지정보] 중국 7월 제조업 PMI 하락세 지속

•   한국은행: [현지정보] 영란은행 통화정책위원 교체에 대한 시장참가자의 평가

•   한국은행: [현지정보] 영란은행, '21.8월 통화정책회의 결과 및 시장반응

•   국제금융센터: 신흥국 내국인의 주식투자 확대 배경 및 전망

•   국제금융센터: 글로벌 경제의 회복세 둔화 가능성 점검

•   국제금융센터: 주간 Global Opinions(7.26~8.1)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.2)

•   국제금융센터: 주간 Wall Street 인사이트(8.2)

•   국제금융센터: 주요 투자은행 환율전망 (8월 2일)

•   국제금융센터: 유로존 2분기 성장 결과 및 향후 전망

•   국제금융센터: [21.8월] 국제원자재시장: 원자재가격, 공급요인에 기인한 상승추세 유효

•   국제금융센터: [`21.7월] 중국의 규제강화 영향으로 가산금리 확대

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.3)

•   국제금융센터: 주요 투자은행의 세계경제 및 주요국 성장률 전망(2021.7월말 기준)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.4)

•   국제금융센터: 주요 투자은행의 아시아 주요국 경제지표 전망(2021.7월말 기준)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.5)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(8.6)

•   국제금융센터: [21.8월] 글로벌 리스크 워치

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

•   국제금융센터: 미국의 부채한도 유예 종료에 따른 영향 점검

•   kotra: 2021년 상반기 對韓 수입규제 동향

•   kotra: 아프리카 그린뉴딜 정책동향 및 시사점

•   kotra: 중남미, 2021년 경제성장률 5% 상회

•   kotra: 美, 청정수소 에너지 기술개발 집중

•   kotra: 2021 한-캐 수소 에너지 포럼을 통해 알아보는 수소에너지 산업 동향

•   kotra: 2021년 하반기 영국 경제 전망

•   kotra: 베트남 백신접종 현황과 2021년 하반기 경제 전망

•   kotra: 美 실리콘밸리의 다음 혁신은 기후 위기에서 시작된다

•   kotra: 본격 시동거는 베트남의 지속가능한 개발

•   대외경제정책연구원: 아프리카 코로나19 백신 공급 현황과 시사점

•   EMERiCs: [이슈트렌드] 인도 농업법 갈등... 농민들, 3개 농업법 중 1개 폐지 결의

•   EMERiCs: [이슈트렌드] 아세안, 백신 여권 논의...관광 교류 확대 고심

•   EMERiCs: [이슈트렌드] 러시아 정부, 야권 사이트 접속 제한 및 구글 벌금 부과로 인터넷 통제 강화

•   EMERiCs: [이슈트렌드] 중남미, 이상 기후에 따른 피해 심화

•   EMERiCs: [이슈트렌드] 中 중부 굴기, 새로운 발전 기회 맞아

•   EMERiCs: [이슈트렌드] 中 전방위 부동산 규제, 향후 3년간 이어질 듯

•   국제무역연구원: 글로벌 태양광 시장 동향 및 우리기업 진출전략

•   수출입은행 해외경제연구소: 차세대 디스플레이 기술 현황 및 경쟁구도

•   수출입은행 해외경제연구소: 연료전지 개요와 현황

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2021.8.6)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (7월 4주차)

•   금융연구원: 금융브리프 30-16

•   하나금융경영연구소: 최근 시중자금흐름 및 경제금융시장 환경 점검

•   하나금융경영연구소: 하나금융포커스 [제11권 16호]

•   우리금융경영연구소: 8월 기준금리 인상 가능성이 동결보다 다소 우세 - 8월 금융시장 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2021.8.2)

•   KB: 8월 2일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   건설산업연구원: 2020년 07월 건설기업경기실사지수

•   건설산업연구원: 건설동향브리핑 818호

•   국토연구원: 주택구매소비자의 의사결정구조와 주택시장 분석

•   대한상의: ‘한국 산업 역동성 진단과 미래 성장기반 구축’ 보고서

•   대한상의: [ESG 뉴스레터] 2021년 8월호

•   전경련: 탄소중립 시나리오 초안 공개 관련 논평

•   한국경제연구원: 안심소득제, 보편지급형 기본소득제나 현행 복지제도보다 탁월

•   경총: 경총, ｢최근 고용 흐름의 3가지 특징과 시사점｣ 발표

•   한국기업평가: [코로나19] 종합: 포스트 팬데믹 시대의 산업구조 변화 전망

•   국무조정실: [보도자료] 2050 탄소중립시나리오 위원회 초안 발표

•   기재부: 제42차 비상경제 중앙대책본부 회의 개최

•   통계청: 2021년 7월 소비자물가동향

•   산업부: 태양광발전의 여름철 전력수급 기여 현황

•   산업부: 업부 에너지 차관 신설 및 조직 개편으로 탄소중립 선제적 대응과 에너지시스템 혁신 가속화

•   산업부: RE100 기업 등을 위한 신재생공급인증서(REC) 거래 시장 개설

•   국토부: 6월 미분양 주택 및 건설실적 통계 발표

•   과기부: 코로나19 국산 1호 백신 개발, 백신 5대 강국 도약 추진

•   노동부: 고용노동부, 2022년 최저임금 시간급 9,160원으로 고시

•   환경부: 풍력사업 환경성검토 일원화…환경영향평가법 시행령 개정

•   복지부: 현행 사회적 거리두기 2주 연장(수도권 4단계, 비수도권 3단계)

•   공정위: 대기업집단 계열회사 변동 현황 공개

[Magazines]

•   Economist: The promise of open-source intelligence | The Economist

•   Economist: Open-source intelligence challenges state monopolies on information | The Economist

•   Economist: The chip shortage is a self-solving problem | The Economist

•   Economist: Zambia’s election is crucial, but it’s not a fair fight

•   Economist: Why regulators should treat stablecoins like banks

•   Economist: Scientists’ pandemic response could be even faster next time

•   Economist: China’s efforts to lift Xinjiang’s economy may smother it | The Economist

•   Economist: Spain has a two-speed economy with high unemployment | The Economist

•   Economist: Will Nvidia’s huge bet on artificial-intelligence chips pay off? | The Economist

•   Economist: Semiconductors pose an unwelcome roadblock for carmakers | The Economist

•   Economist: The EU’s proposed carbon tariff gets a mixed reaction from industry | The Economist

•   Economist: What if bitcoin went to zero? | The Economist

•   Economist: The SEC sets its sights on the crypto “Wild West” | The Economist

•   Economist: Does perishable e-money represent the future of fiscal stimulus? | The Economist

•   Economist: As more defaults loom, China’s finance regulators face a dilemma | The Economist

•   Economist: America’s roaring recovery might carry lessons for future recessions | The Economist

•   Economist: Robots are poised to start unloading lorries | The Economist

•   Forbes: Will ESG Prevent The Next Enron?

•   Fortune: Chip shortage? Now there's worry about a chip glut | Fortune

•   Bloomberg Businessweek: Just-in-Time Manufacturing? Not With Rickety U.S. Infrastructure

•   Bloomberg Businessweek: Why Is U.S. Labor Force Shrinking? Retirement Boom, Opioid Crisis, Child Care

•   Bloomberg Businessweek: Will Government Regulate Crypto? SEC Chair Gary Gensler on Bitcoin and Oversight

•   Atlantic: Yes, the Pandemic Is Bad Again

•   Atlantic: The Pandemic Business Boom

•   Atlantic: The Infrastructure Deal Is Not Not a Climate Bill

•   Newsweek: A Doomsday COVID Variant Worse Than Delta and Lambda May Be Coming, Scientists Say

•   Foreign Policy: Present at the Creation of a Climate Alliance—or Climate Conflict

•   Foreign Policy: Latin American Countries Struggle to Redefine Vaccine Strategies Amid COVAX Delays and Delta Variant Surge

•   Foreign Policy: The Power—and Weakness—of Capitalist Ethics

•   Foreign Policy: With Raisi in Power, Biden Will Find the Middle East Inescapable

•   Foreign Policy: No Matter What Biden Calls U.S. Troops in Iraq, Iran Is Gunning for Them

•   Foreign Policy: Chinese Communist Party Builds Ties With Anti-U.S. Counterparts Worldwide

•   Foreign Policy: What Biden Can Learn From Europe's Industrial Policy

•   Foreign Policy: Modi Took Control of Kashmir 2 Years Ago—and Got Away With It

•   Foreign Affairs: Why the Quad Alarms China

•   Foreign Affairs: The Right Way to Split China and Russia | Foreign Affairs

•   Foreign Affairs: Iran’s War Within

•   Foreign Affairs: How Iran and Saudi Arabia Can Together Bring Peace to the Middle East

•   Barron's: 8 Stocks to Play a Return to the Office—When It Comes

•   Barron's: 5 Infrastructure Stocks That Still Look Like Bargains | Barron's

•   Barron's: Climate Change Will Have Bigger Economic Consequences Than We Know. Here's Why. | Barron's

•   Barron's: Blackstone's Schwarzman: Biden's Infrastructure Bill Is What the Economy Needs | Barron's

•   Barron's: Will Shortages End Soon? Consumer Demand Looks to Stay Higher for Longer | Barron's

•   Barron's: Worried About Inflation? Try Free Trade.

•   Barron's: Plug Power Stock Is Soaring Because Sales Smashed Expectations | Barron's

•   Harvard Business Review: Has the Delta Variant Disrupted Your Office Reopening Plans?

•   Harvard Business Review: What I Learned from a Year Without Business Trips

•   Harvard Business Review: Don’t Lose the Democratizing Effect of Remote Work

•   MIT Technology Review: A new generation of AI-powered robots is taking over warehouses

•   MIT Technology Review: The $1 trillion infrastructure bill is a baby step toward the US grid we need

•   MIT Sloan Management Review: Decarbonizing Our Toughest Sectors — Profitably

•   Power Magazine: The Solar and Wind Power Cost-Value Conundrum

•   Power Magazine: Urgency Ramping Up to Commercialize Nuclear Accident Tolerant Fuels by 2025

•   Power Magazine: 1.2-GW Dedicated Hydrogen-Fired Power Plant Starts Taking Shape in Texas

•   Power Magazine: The Future Electric Grid: How HVDC Could Transform the U.S. Power System

•   Windpower Monthly: Scotland could host 'world’s first' floating offshore wind-to-green hydrogen project | Windpower Monthly

•   Science: What does the Delta variant have in store for the United States? We asked coronavirus experts

•   Science: A giant trial of COVID-19 treatments is restarting. Here are the drugs it’s betting on

•   매경이코노미: 밑 빠진 독에 물 붓기…‘ESG 딜레마’ 극복하려면 - 매경이코노미

•   매경이코노미: 비전펀드에서 배울 점은…세상 바꾸는 기업 찾아 국경 초월한 투자 - 매경이코노미

•   한경비즈니스: 탈원전에 멍들고 코로나19 직격탄까지…위기의 공기업들 │ 매거진한경

•   한경비즈니스: 반도체 미래 승부처 EUV 인텔의 공습이 시작됐다 │ 매거진한경

•   주간동아: UAM 3파전, 현대차·한화·KAI… 미래 먹거리 플라잉카에 ‘진심’ : 주간동아

•   주간한국: 주간한국:[ESG가 미래다] 어떤 투자를 선택하시겠습니까?

•   주간한국: 주간한국:바다 위 탄소중립 실현…‘파도’로 전기 만든다

•   주간한국: 주간한국:배터리 핵심소재인 양극재 증설 경쟁 불붙었다

[Books]

•   FT: FT business books: August edition

•   Project Syndicate: What's Behind the “Crisis of Democracy”?

•   매경: 앉아서 돈 쓸어담는 극소수…민주주의 근간마저 흔든다

•   한경: [홍순철의 글로벌 북 트렌드] 직원들의 '열정 마그마' 분출시킨 소니

•   한경: [주목! 이 책] 빛의 양자컴퓨터

•   서경: [책꽂이]전직 CEO들이 전하는 경영관리 노하우

•   서경: [책꽂이]임원을 꿈꾸는 이들을 위한 안내서

•   서경: [책꽂이]팀원 잠재력 키우는 6가지 핵심기술

•   조선: 제 인생에 팀장은 처음이라… 586과 MZ 사이, 팀장은 괴롭다