Business Intelligence Monitor Weekly 210906~210912

[Reports]

•   IMF: Fiscal Policies for Climate Change and a Green Recovery

•   IMF: The Climate Issue – IMF Blog

•   IMF: Pension Reforms in Europe: How Far Have We Come and Gone?

•   World Bank: Trade and Climate Change

•   World Bank: The Aftermath of Debt Surges

•   UNCTAD: More than 100 countries depend on commodity exports

•   OECD: Europe: continue to support recovery and improve future resilience with reforms to economic architecture, says OECD

•   OECD: Italy: Pro-growth reforms and government support key to a greener, more digitised and jobs-rich recovery

•   BIS: Central bank digital currency: the future starts today

•   BIS: The Fed takes on corporate credit risk: an analysis of the efficacy of the SMCCF

•   WHO: Joint COVAX Statement on Supply Forecast for 2021 and early 2022

•   White House: Readout of President Joseph R. Biden Jr. Call with President Xi Jinping of the People’s Republic of China

•   White House: Executive Order on Requiring Coronavirus Disease 2019 Vaccination for Federal Employees

•   White House: FACT SHEET: U.S. – Mexico High-Level Economic Dialogue

•   DOE: DOE Releases Solar Futures Study Providing the Blueprint for a Zero-Carbon Grid

•   European Commission: Statement by the European Commission following the UK announcement regarding the operation of the Protocol on Ireland / Northern Ireland

•   Fed: Beige Book - September 8, 2021

•   FRBNY: Labor Market Survey Shows Improvement in Expectations; Average Reservation Wage Increases Compared to a Year Ago

•   FRBNY: If Prices Fall, Mortgage Foreclosures Will Rise

•   FRBNY: Does the Rise in Housing Prices Suggest a Housing Bubble?

•   FRBNY: The Housing Boom and the Decline in Mortgage Rates

•   FRBSF: The Link Between Higher Commodity Prices and Inflation

•   St. Louis Fed: How Do Business Cycles Affect Worker Groups Differently?

•   St. Louis Fed: Foreclosure Rates and On-Time Mortgage Payments during COVID-19

•   ECB: Monetary policy decisions

•   ECB: Christine Lagarde, Luis de Guindos: Monetary policy statement (with Q&A)

•   ECB: Macroeconomic projections - September 2021

•   ECB: Asymmetric monetary policy rules for the euro area and the US

•   NBER: A Theory of the Global Financial Cycle

•   CEPR: CEPR Discussion Papers 05 September 2021

•   VoxEU: Why real wages are stagnating in Japan and Korea

•   VoxEU: Design of climate change policies needs to internalise political realities

•   VoxEU: The euro area’s COVID-19 recession through the lens of an estimated structural macro model

•   VoxEU: Mortgage rates, origination fees, and the transmission of monetary policy

•   VoxEU: Wage-setting as macroeconomic policy: More than just a lowflation and competitiveness cure

•   VoxEU: Wait and see: The labour market implications of economic uncertainty

•   VoxEU: Equity premium predictability over the business cycle

•   World Economic Forum: Urban Transformation: Integrated Energy Solutions

•   World Economic Forum: Climate change is an infrastructure problem – map of electric vehicle chargers shows one reason why

•   World Economic Forum: How a single vaccine could combat every COVID-19 variant

•   World Economic Forum: How autonomous drones could help search and rescue missions

•   World Economic Forum: Remote working - does it make us more or less productive?

•   World Economic Forum: What makes a good net zero target?

•   World Economic Forum: COP26: How can the world measure progress on the Paris Agreement?

•   World Economic Forum: How to build smart, zero carbon buildings - and why it matters

•   World Economic Forum: Climate change: This is the impact of extreme weather events on the economy

•   World Economic Forum: The benefits of boosters? An infectious disease expert explores

•   Brookings: On the persistence of the China shock

•   Brookings: The social cost of carbon

•   Brookings: The employment impact of a green fiscal push

•   Brookings: Losing the inflation anchor

•   Brookings: The economic gains from equity

•   Brookings: Government and private household debt relief during COVID-19

•   Brookings: Suga steps down: Japanese politics in the pandemic era

•   Brookings: Our last, best chance on climate

•   Brookings: Assessing China’s “common prosperity” campaign

•   Brookings: Responding to Risks of COVID Debt Distress

•   Brookings: Debt service risks, Special Drawing Rights allocations, and development prospects

•   Brookings: Hutchins Roundup: Small business loans, tipped minimum wage, and more

•   Pew Research: Despite the pandemic, wage growth held firm for most U.S. workers, with little effect on inequality

•   CSIS: Iran’s Interests in Afghanistan

•   CSIS: Speaking Different Languages

•   CSIS: Guinea: The Causes and Consequences of West Africa’s Latest Coup

•   CSIS: Is Latin America Important to China’s Foreign Policy?

•   CSIS: Engaging China on Climate before COP26

•   McKinsey:COVID-19: Briefing note #71, September 8, 2021

•   IEA: Key World Energy Statistics 2021

•   IEA: Distributed energy resources for net zero: An asset or a hassle to the electricity grid?

•   IEA: The case for regulating downstream methane emissions from oil and gas

•   EIA: Short-Term Energy Outlook

•   WNA: “More uranium development needed to meet demands of growing nuclear fleet” – World Nuclear Association launches the Nuclear Fuel Report 2021

•   Wood Mackenzie: Drought puts pressure on Brazil’s power sector

•   Wood Mackenzie: UK gas output slump helps fuel price rally

•   Ember: India’s Zombie Threat

•   Rystad Energy: Solar power’s supply chain crisis makes 1.5°C climate target a major challenge

•   GWEC: World installs 6.1GW of Offshore Wind in 2020, led by China

•   GWEC: USD 6.7 billion in wind power investment in Vietnam at risk without COVID-19 relief

•   IDC: Worldwide Server Market Revenue Declined 2.5% Year Over Year in the Second Quarter of 2021, According to IDC

•   Counterpoint: TSMC Price Hike Indicates Capacity Tightness to Persist in 2022, May Hit Smartphone Shipments

•   IHS Markit: Credit Suisse Sustainability, Research and Investment Solutions CEO on the ESG Landscape Ahead of COP26: “Everything is Going Global and with a Focus on Climate”

•   IC Insights: 3Q21 Earnings Outlooks Bode Well for Most Leading Semi Suppliers

•   SEMI: Second Quarter 2021 Global Semiconductor Equipment Billings Surge 48% Year-Over-Year to Record High of $24 Billion, SEMI Reports

•   한국은행: 해외경제 포커스(제2021-35호)

•   한국은행: 통화신용정책보고서(2021년 9월)

•   한국은행: 2021년 7월 국제수지(잠정)

•   한국은행: 2021년 상반기중 국내 지급결제동향

•   한국은행: 2021년 8월중 금융시장 동향

•   한국은행: 2021년 8월 이후 국제금융·외환시장 동향

•   한국은행: 한국은행, 코로나19 피해 소상공인·중소기업 지원 기한 6개월 연장 및 소상공인에 3조원 추가 지원

•   한국은행: [동향분석] 최근의 미국경제 상황과 평가(2021.9월)

•   한국은행: [현지정보] 미 연준 Beige Book(2021.8월)의 주요 내용

•   한국은행: [현지정보] 미국 2021.8월 고용지표 내용 및 뉴욕 금융시장 반응

•   국제금융센터: 미국 기업실적의 정점 통과(Peak-out) 논란에 대한 평가

•   국제금융센터: 美 인플레이션의 향후 1년간 경로 점검 및 전망

•   국제금융센터: 주간 Global Opinions(8.30~9.5)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.6)

•   국제금융센터: 주간 Wall Street 인사이트(9.6)

•   국제금융센터: 미국 8월 고용지표 평가 및 전망

•   국제금융센터: 주요 투자은행 환율전망 (9월 6일)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.7)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.8)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.9)

•   국제금융센터: 선진국 vs 신흥국 주가 디커플링 현황 및 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(9.10)

•   국제금융센터: ECB의 9월 통화정책회의 결과 평가 및 전망

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입폭 축소, 채권 26주 연속 유입

•   국제금융센터: [21.9월] 국제금융 INSIGHT

•   국제금융센터: 외국인의 국내 상장채권 보유잔액 200조원 돌파

•   kotra: EU 탄소국경조정제도(CBAM) 주요내용 및 영향

•   kotra: 러시아 북극항로 개발 어디까지 왔나?

•   kotra: 페루 누에보솔화 가치 하락과 전망

•   kotra: 멕시코 금리 변동 추이

•   kotra: 2022년 상반기 미국 경제전망 웨비나

•   kotra: 현지 바이어에게 듣는 쿠웨이트 건설장비 시장 동향

•   kotra: 지속가능성에 뿌리를 둔 2040 두바이 도시 개발 계획

•   kotra: 미국 초고속 통신장비 시장동향

•   kotra: 미국 태양광 설비 확장 기대

•   kotra: 멕시코, 위드 코로나 현황

•   kotra: 캐나다, 북미 전기차 배터리 공급망 구축에 박차

•   kotra: 미국의 가상화폐 과세 현황과 추진 방향

•   kotra: 미국 레스토랑, 로봇으로 구인난 해결 노력

•   kotra: 벨기에를 통해 알아보는 물류 자동화 시대의 도래

•   kotra: 바이든 행정부 인프라 투자의 최대 수혜산업, 미국 건설시장 동향과 전망

•   kotra: 중국 신에너지 자동차 발전 동향

•   KDI: 2021 G20 글로벌 금융안정 컨퍼런스

•   KDI: KDI 경제동향 2021. 9

•   EMERiCs: [이슈트렌드] 인도, 과거와 달리 미 연준 유동성 감축 조치에 큰 타격 없을 전망... 센섹스 역대 최고치 기록

•   EMERiCs: [이슈트렌드] 베트남, 주택 가격 상승 계속…원인은 수급

•   EMERiCs: [전문가오피니언] 아프리카의 미래와 지역경제공동체(RECs) 활성화

•   EMERiCs: [이슈트렌드] 중남미, 인플레이션과 미국 테이퍼링 대응 시작

•   EMERiCs: [이슈트렌드] 中 대도시 ‘주택 발전 14.5 계획’ 공개, 주택 임대 시장에 주목

•   EMERiCs: [이슈트렌드] 中 반독점 규제 전방위 확대 시행

•   EMERiCs: [이슈트렌드] 中 30·60 목표 달성을 위한 지역별 로드맵 잇따라 발표

•   국제무역연구원: 배터리 글로벌 공급망 변화에 따른 기회와 과제

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제21-18호)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (9월 1주차)

•   현대경제연구원: 경기 회복의 걸림돌， 3대 리스크 요인과 시사점- 최근 경제 동향과 경기 판단(2021년 3분기)

•   국회예산정책처: 2021 대한민국 지방재정

•   금융연구원: 금융브리프 30-18

•   우리금융경영연구소: 한은 11월 기준금리 추가 인상 전망 - 9월 금융시장 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2021.9.6)

•   KDB미래전략연구소: 산업용 동력외골격(Exoskeleton) 동향

•   KB: 9월 6일 기준 「[주간] KB 리브부동산 주택시장동향」 조사결과

•   KB경영연구소: KB부동산시장 리뷰 2021-9호

•   건설산업연구원: 건설동향브리핑 823호

•   주택금융연구원: 2021년 2분기 주택시장 동향 및 이슈 보고서

•   대한상의: [ESG 뉴스레터] 2021년 9월호

•   전경련: 최근 5년 기업의 중국비즈니스 동향과 과제

•   전경련: 전경련-김앤장 ESG 경영 사례집 공동발간

•   한국경제연구원: 대기업 10곳 중 7곳(67.8%), 하반기 신규채용 없거나 계획 미정

•   한국경제연구원: 고소득자 실효세율, 기타 소득자의 7배… 부자증세 과도

•   한국경제연구원: 韓 대기업 비중 美의 1/7에 불과, 중소기업 종사자 비중은 美의 두 배

•   한국경제연구원: 한경硏, 올해 경제성장률 3.9%로 0.1%p 상향 전망

•   한국신용평가: 2021년 그룹분석: 코로나19 적응 완료, 이제는 탄소중립에 적응할 때

•   NICE신용평가: 두산퓨얼셀, ESG채권(녹색) 인증등급 Green1

•   NICE신용평가: 빨라진 탄소중립 시계, 탄소배출 글로벌 규제의 영향 - 탄소세, 탄소배출권, 탄소국경세, RE100 영향 분석

•   기재부: 「월간 재정동향 및 이슈」 2021년 9월호 발간

•   통계청: 2020년 건설업조사 결과(잠정)[공사실적 부문]

•   산업부: ‘21년 하반기 수소·연료전지 분야 R&D, 국내 청정수소 생산 및 활용 기술 확보에 초점

•   산업부: 탄소중립을 위한 이산화탄소 포집·활용·저장(CCUS) 상용화와 민관협력에 박차

•   산업부: ‘21년 하반기 수소·연료전지 분야 R&D, 국내 청정수소 생산 및 활용 기술 확보에 초점

•   공정위: 「검색알고리즘의 공정성·투명성과 경쟁이슈」에 대한 정책 심포지엄 개최

•   금융위: [보도참고] 2021년 8월중 가계대출 동향(잠정)

[Magazines]

•   Economist: Why nations that fail women fail

•   Economist: The real lessons from 9/11

•   Economist: How America wasted its unipolar moment

•   Economist: Boris Johnson deserves credit for reforming Britain’s social care

•   Economist: Texas’s bounty-hunting abortion law could remain on the books for a long time

•   Economist: Nayib Bukele is wrecking democracy in El Salvador

•   Economist: What the Delta variant did to South-East Asia

•   Economist: Suga Yoshihide’s resignation heralds an era of uncertainty for Japan

•   Economist: China has become a laboratory for the regulation of digital technology

•   Economist: A provocative blog post stirs up a firestorm in China

•   Economist: In America, even full local hospitals do not dent vaccine scepticism

•   Economist: Alpha Condé, the president of Guinea, is ousted in a coup

•   Economist: Iranians worry that their new government is inept

•   Economist: Jair Bolsonaro fires up his fans by attacking judges

•   Economist: Germany’s Christian Democrats contemplate defeat

•   Economist: Why EU-watching is like astrology

•   Economist: Intel’s turnaround and the future of chipmaking

•   Economist: TotalEnergies and Iraq agree to a $27bn deal

•   Economist: The “Google of genomics” meets the techbashers of antitrust

•   Economist: The new economics of global cities

•   Economist: A coup in Guinea adds fuel to aluminium’s red-hot rally

•   Economist: China turns to new stock exchanges to channel finance to innovative firms

•   Economist: In much of the world, economic policy is becoming tighter

•   Economist: Do physical assets offer investors refuge from inflation?

•   Economist: How to turn NIMBYs into YIMBYs

•   Economist: Why scientists are deliberately infecting volunteers with covid-19

•   Forbes: What Is The Metaverse?

•   Fortune: COVID vaccine booster shot: Rationales for, against a third dose of coronavirus vaccines

•   Fortune: COVID-19: What it will look like 10 years from now

•   Fortune: The pandemic has forever changed the housing market

•   Fortune: Home buyers just got more good news

•   Fortune: Minimum wage: $15 an hour isn’t enough

•   Time: COVAX Was a Great Idea, But Is Now 500 Million Doses Short of Its Vaccine Distribution Goals. What Exactly Went Wrong?

•   Foreign Policy: Biden Can Bounce Back From Afghanistan—by Vaccinating the World

•   Foreign Policy: Talk of a Nuclear Deterrent in South Korea

•   Foreign Policy: China Is Hedging Its Bets in Myanmar

•   Foreign Affairs: The United States Isn’t Ready for the New Phase of Climate Change

•   Foreign Affairs: Biden the Realist

•   Foreign Affairs: America Must Return to the Trans-Pacific Partnership

•   Foreign Affairs: The World Isn’t Ready for the Next Outbreak

•   Barron's: The Housing Market Continues to Be Hot With Remote Workers on the Move

•   Barron's: The Vaccine Fight Has Given Corporate America Significant New Power

•   Barron's: Climate Change Is Boosting Nuclear Power. Where Uranium Fits In.

•   Barron's: What’s Next for the Geopolitics of Afghanistan

•   Barron's: The U.S.-China Relationship Is Worth Saving. What Biden and Xi Should Focus On

•   Barron's: Fed’s Bostic on How to Help Americans Find the Right Jobs

•   Barron's: Biden’s Covid 2.0 Plan Could Be the Beginning of the End at Last

•   Barron's: Extra Unemployment Benefits Are Not Primarily to Blame for Labor Shortages

•   Harvard Business Review: Let’s Redefine “Productivity” for the Hybrid Era

•   Harvard Business Review: How Xiaomi Redefined What It Means to Be a Platform

•   MIT Technology Review: There's a gig-worker-sized hole in Biden's vaccine mandate plan

•   매경이코노미: 내년부터 삼성만 공채로 채용…대기업 이젠 수시채용 시대로

•   한경비즈니스: 자동차 시장 급변에 긴장하는 일본車 업계[글로벌 현장]

•   한경비즈니스: 금리 인상 나선 한국은행…주식 시장에 호재일까

•   한경비즈니스: 메타버스에 관심을 가져야 하는 이유

•   주간조선: LG 압박 왜 안하나 했더니… 미·중 6G 전쟁

•   주간조선: ‘탄소중립법’은 ‘탈원전·탈석탄’ 대못 박기

•   이코노미스트: “강남 자산가들은 지금…정기예금 대신 삼성전자·공모주”

•   주간한국: [ESG가 미래다] 사회적 자본과 ESG 평가

[Books]

•   Economist: Two books assess the impact of September 11th on America

•   FT: Two Hundred Years of Muddling Through — the end of British hegemony

•   NYT: What’s Wrong With Big Tech? Three Stanford Professors Think They Know.

•   매경: 재활용만 열심히 하면 지구 살릴 수 있을까?

•   매경: 커피 제국 스타벅스 대박의 비결은 원두가 아니다

•   매경: 숫자의 여백에 상상력 더하면 재무제표 너머 투자 길 보인다

•   매경: [Books&Biz] 아마존에 쫓기던 가전매장, 아마존을 안으로 들이다

•   한경: [홍순철의 글로벌 북 트렌드] 무능력은 노력 부족 탓인가?

•   한경: [책꽂이] '시대의 1등주를 찾아라' 등

•   서경: [책꽂이]코로나 극복, 축구경기하듯 뛰어라

•   서경: [책꽂이] 지금 한국 경제는 어디로 가는가

•   서경: [책꽂이] 선진국 됐는데 왜 불평등은 계속될까

•   서경: [책꽂이] 대가속 시대···이제 속도를 늦출 때다