Business Intelligence Monitor Weekly 211004~211010

[Reports]

•   IMF: World Economic Outlook, October 2021 (CH 2,3)

•   IMF: How Investment Funds Can Drive the Green Transition

•   IMF: Toward a Global Approach to Data in the Digital Age

•   IMF: Inflation Scares in an Uncharted Recovery

•   IMF: When It Comes to Public Finances, Credibility Is Key

•   IMF: Mexico: Staff Concluding Statement of the 2021 Article IV Mission

•   IMF: Sharing the Recovery: SDR Channeling and a New Trust

•   World Bank: GCC Economic Update — October 2021

•   World Bank: Europe and Central Asia Economic Update

•   World Bank: It’s critical to tackle coal emissions

•   World Bank: COVID-19 leaves a legacy of rising poverty and widening inequality

•   World Bank: Is COVID-19 increasing global inequality?

•   World Bank: Fiscal Policies for a Sustainable Recovery and a Green Transformation

•   World Bank: A Mountain of Debt : Navigating the Legacy of the Pandemic

•   World Bank: Commodity Price Shocks : Order within Chaos

•   World Bank: Sub-Saharan Africa Exits Recession in 2021 but Recovery Still Vulnerable

•   World Bank: Green Recovery Dialogue aims to spur climate ambition

•   UNCTAD: UNCTAD15: An urgent call for action to avoid global failure

•   UNCTAD: UNCTAD15: COVID-19 must be the inequality ‘game changer’

•   UNCTAD: At UNCTAD15 leaders count the cost of not fixing the global debt crisis

•   UNCTAD: UNCTAD15: Vaccine inequity is bad for global business

•   OECD: International community strikes a ground-breaking tax deal for the digital age

•   OECD: Consumer Prices, OECD - Updated: 5 October 2021

•   WTO: Global trade rebound beats expectations but marked by regional divergences

•   White House: Remarks by President Biden on the Need to Raise the Debt Ceiling

•   White House: Remarks by President Biden on the Bipartisan Infrastructure Bill and Build Back Better Agenda

•   U.S. Department of Commerce: Commerce Department, Biden Administration Take Action on Semiconductor Chip Shortage

•   USTR: Readout of Ambassador Tai’s Virtual Meeting With Vice Premier Of China Liu He

•   Fed: Speech by Vice Chair for Supervision Randal K. Quarles - Goodbye to All That: The End of LIBOR

•   Fed: The International Role of the U.S. Dollar

•   Fed: A Structural Measure of the Shadow Federal Funds Rate

•   Fed: Speech by Governor Lael Brainard - Building Climate Scenario Analysis on the Foundations of Economic Research

•   FRBNY: Oil Prices, Global Demand Expectations, and Near-Term Global Inflation

•   FRBNY: An Update on the U.S.–China Phase One Trade Deal

•   FRBSF: From Gaps to Growth: Equity as a Path to Prosperity

•   St. Louis Fed: Overshooting the Inflation Target

•   St. Louis Fed: What Are the Risks for Future Inflation?

•   St. Louis Fed: Labor Force Exits and COVID-19: Who Left, and Are They Coming Back?

•   ECB: Inflation: Drivers and Dynamics Conference 2021

•   ECB: Account of the July monetary policy meeting

•   ECB: Christine Lagarde: Dynamic regions at the heart of a strong Europe

•   ECB: Isabel Schnabel: Prospects for inflation: sneezes and breezes

•   ECB: Philip R. Lane: Data analysis and monetary policy during the pandemic

•   ECB: Fabio Panetta: Stay safe at the intersection: the confluence of big techs and global stablecoins

•   ECB: Switching-track after the Great Recession

•   ECB: Sudden stops and asset purchase programmes in the euro area

•   ECB: Unconventional monetary policy, funding expectations, and firm decisions

•   ECB: The COVID-19 consumption game-changer: evidence from a large-scale multi-country survey

•   ECB: The time-varying evolution of inflation risks

•   BoE: Quarterly Bulletin - 2021 Q3

•   RBI: Monetary Policy Statement, 2021-22 Resolution of the Monetary Policy Committee (MPC) October 6-8, 2021

•   NBER: Low Inflation Bends the Phillips Curve around the World

•   NBER: The Global Financial Cycle

•   NBER: Supply Chain Resilience: Should Policy Promote Diversification or Reshoring?

•   CEPR: CEPR Discussion Papers 03 October 2021

•   VoxEU: Antidumping duties, prices, and China: Free trade to the rescue!

•   VoxEU: An all-weather economic policy framework for the euro area

•   VoxEU: Simpler approaches to a global tax plan

•   VoxEU: Reallocation effects of the minimum wage

•   VoxEU: The cost of political uncertainty: Lessons from the 2011 US debt ceiling crisis

•   VoxEU: Mandatory corporate carbon disclosures and the path to net zero

•   World Economic Forum: We must reform trade to build a sustainable, inclusive global recovery

•   World Economic Forum: These 3 charts show how international trade works - and the current state it’s in

•   World Economic Forum: These are the countries with the most nuclear reactors

•   World Economic Forum: These are the key factors driving the growth of renewables

•   World Economic Forum: Is the worst of the COVID-19 pandemic over in the US?

•   World Economic Forum: Petroleum products now make up less than half of all OPEC exports, research shows

•   Brookings: Why the US should establish a carbon price either through reconciliation or other legislation

•   Brookings: How to prevent a winner-take-most outcome for the U.S. AI economy

•   Brookings: October 2021 update to TIGER: The global economic recovery is in danger of stalling

•   Brookings: Social and development impact bonds by the numbers

•   Brookings: Working toward responsible competition with China

•   CSIS: Do Not Blame Trade for the Decline in Manufacturing Jobs

•   CSIS: Beijing’s Tech Sector Crackdown Sends a Clear Warning to Companies Going Global

•   CSIS: A Conversation with Ambassador Katherine Tai, U.S. Trade Representative

•   CSIS: OPEC Stays the Course despite Rising Oil Prices

•   CSIS: Chinese Views on the Biden Administration’s China Trade Policy

•   CSIS: Chinese State Capitalism

•   CSIS: Could a Carbon Tax Save the Build Back Better Agenda?

•   38 North: North Korea’s Yongbyon Nuclear Complex: 5 MWe Reactor May Still be Operating

•   38 North: Construction Activity Continues at Yongbyon’s Uranium Enrichment Plant

•   McKinsey:COVID-19: Briefing note #75, October 6, 2021

•   Visual Capitalist: Visualizing Copper’s Role in a Low-Carbon Economy

•   IEA: Global Hydrogen Review 2021

•   IEA: Phasing Out Unabated Coal: Current Status and Three Case Studies

•   EIA: International Energy Outlook 2021

•   OPEC: 21st OPEC and non-OPEC Ministerial Meeting concludes

•   Wood Mackenzie: Global energy storage set to triple in 2021

•   Wood Mackenzie: Upstream oil and gas: record cash flows and peak uncertainty

•   Wood Mackenzie: High carbon tax could erode up to 60% of Asia’s refining earnings

•   Wood Mackenzie: China could ease restrictions on Australian coal and increase supply to alleviate power crunch

•   BNEF: U.S. Narrows Gap With China In Race To Dominate Battery Value Chain

•   IDC: Supply Challenges Dampen Growth in the PC Market, According to IDC

•   Strategy Analytics: 5G Smartphones on track for 210 models and almost 50% share of top 500 model shipments in Q3 2021

•   IHS Markit: Global Energy Storage Industry Primed to Treble Annual Installations by 2030 Despite Tightening Supply of Li-ion Batteries, IHS Markit Says

•   IHS Markit: IHS Markit: China’s Overseas Coal Moratorium Raise Challenges for Asia’s Emerging Markets

•   IHS Markit: XCoal Energy and Resources CEO on What is Driving Surging Coal Prices and Why Aspirations for a Rapid Energy Transition Need a “Dose of Logic and Reality”

•   IHS Markit: Global Energy Leaders to Convene at India Energy Forum by CERAWeek Conference to Discuss Turbulent Markets; a New Era of Energy Crises and Shortages; India’s Energy Future, the Outlook for Energy Transition Ahead of COP26, and More

•   IHS Markit: CEO of Leading Global Energy Infrastructure Operator, Snam: What the Current Supply Crunch Tells Us About Gas Markets; the Role of Gas in Energy Transition; and the Keys to Unlocking a Hydrogen Revolution

•   SIA: Global Semiconductor Sales Increase 29.7% Year-to-Year, 3.3% Month-to-Month in August

•   한국은행: 해외경제 포커스(제2021-38호)

※   국제경제리뷰: 최근 유로지역 경기회복 모멘텀에 대한 평가

•   한국은행: 2021년 9월말 외환보유액

•   한국은행: 2021년 8월 국제수지(잠정)

•   한국은행: 2021년 2/4분기중 자금순환(잠정)

•   한국은행: [현지정보] 헝다그룹 및 자회사(헝다물업) 주식거래 정지 배경

•   한국은행: [동향분석] 과거 미국 부채한도 위기시 연준의 긴급회의 논의 내용

•   한국은행: A Parametric Estimation of the Policy Stance from the Central Bank Minutes

•   국제금융센터: 주간 Wall Street 인사이트(10.5)

•   국제금융센터: 주간 Global Opinions(9.27~10.4)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.5)

•   국제금융센터: 주요 투자은행 환율전망 (10월 5일)

•   국제금융센터: 최근 글로벌 증시 부진에 대한 해외시각

•   국제금융센터: 주요 투자은행의 아시아 주요국 경제지표 전망(2021.9월말 기준)

•   국제금융센터: 주요 투자은행의 세계경제 및 주요국 성장률 전망(2021.9월말 기준)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.6)

•   국제금융센터: 미중 5대 첨단산업 패권전쟁 전망 및 영향

•   국제금융센터: `21년 외평채, 달러·유로화 모두 역대 최저 가산금리에 발행

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.7)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입 지속, 채권 30주 연속 유입

•   국제금융센터: [21.10월] 글로벌 리스크 워치

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.8)

•   kotra: 호주 수소경제 동향 및 우리기업 협력 방향

•   kotra: GCC 주요국 신재생에너지 정책 동향 및 진출방안(UAE, 사우디, 카타르, 오만)

•   kotra: 유럽 주요국의 탈플라스틱 정책 및 시사점

•   kotra: 9월 FOMC 회의록 발표, 테이퍼링과 제롬 파월 의장의 연임 가능성

•   kotra: 美 캘리포니아주, 2030년부터 '무공해 자율주행차' 의무화

•   kotra: 2021년 동방경제포럼, 코로나19에도 활짝 열린 비즈니스의 장

•   kotra: 중남미, 경제회복

•   kotra: 2021년 상반기 UAE 경제동향 및 하반기 전망

•   kotra: 미국기업의 리쇼어링 원인과 영향

•   kotra: 북미 지역의 니어쇼어링 동향 분석

•   kotra: 2021년 태국 코로나19 대응 현황 및 하반기 경제전망

•   kotra: 베트남, 코로나19 4차 유행에 따른 제조업과 무역수지의 영향

•   kotra: [기고] 미래차 시대의 도요타 생산방식

•   kotra: 중국 충칭시, 수소연료전지 관련 대형 프로젝트 잇달아 착공

•   kotra: 태동하는 브라질의 그린수소산업

•   kotra: 美 정부 주도 3차 반도체회의 개요 및 시사점

•   kotra: 2021년 남아공 산업 개관

•   kotra: 호주의 순환경제 어디까지 와있나?

•   KDI: KDI 경제동향 2021. 10

•   KDI: [국제컨퍼런스] 성장, 일자리, 복지의 선순환 경제

•   대외경제정책연구원: 주요국의 코로나19 방역체계 전환 양상 및 경제 전망

•   대외경제정책연구원: 일본의 기시다 내각 출범과 시사점

•   EMERiCs: [동향세미나] 쿼드 및 미국-인도 정상회담의 주요내용과 평가

•   EMERiCs: [이슈트렌드] 인도, 수출 호조에 힘입어 경상수지 흑자 전환

•   EMERiCs: [이슈트렌드] 미얀마, 군부 통치가 가져온 경제적, 사회적 혼란

•   EMERiCs: [이슈트렌드] 말레이시아·인도네시아, 코로나19 봉쇄 조치 완화에 따른 관광 활성화 기대

•   EMERiCs: [이슈트렌드] 우즈베키스탄, 국내 인프라·산업 발전을 위한 투자 계획 발표

•   EMERiCs: [이슈트렌드] 베네수엘라, 극심한 빈곤 계속…경제 제재 우회 시도

•   EMERiCs: [전문가오피니언] 베네수엘라 위기: 세계 최악의 초인플레이션

•   EMERiCs: [전문가오피니언] 아르헨티나의 국가 부채와 인플레이션: 2001년의 위기 반복될 것인가

•   EMERiCs: [동향세미나] 브라질, 가파른 물가 상승으로 금리 인상 가속화

•   EMERiCs: [이슈트렌드] 중남미 각국, 재개방과 협력 확대에 분주

•   EMERiCs: [이슈트렌드] 중동부유럽, 가을이 되면서 코로나19 다시 꿈틀

•   EMERiCs: [이슈트렌드] 가속화되는 위안화의 ‘국제화’

•   수출입은행 해외경제연구소: [이슈보고서] 신남방정책 플러스를 통한 한-아세안 협력방안 모색

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2021.10.08)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (2021.9월 3~4주차)

•   하나금융경영연구소: 2022년 경제·금융시장 전망

•   우리금융경영연구소: 주가지수와 원화가치가 10월 중 반등할 전망 - 10월 금융시장 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2021.10.5)

•   건설산업연구원: 건설동향브리핑 825호

•   대한상의: 2021년 4분기 소매유통업 경기전망지수(RBSI) 조사

•   전경련: 2030 국가온실가스감축목표안 공개 관련 논평

•   전경련: 제3회 K-ESG 얼라이언스 회의

•   전경련: 2021 규제개선 종합건의

•   전경련: 글로벌 혁신기업의 현황과 특징

•   전경련: 한일 경제갈등 이후 2년, 한일경제관계 변화와 과제

•   전경련: 2030 NDC·탄소중립 정책 기업인식 조사

•   한국경제연구원: 니트(NEET)로 인한 연간 손실 33.0조원(?10) → 61.7조원('19)

•   기재부: [보도참고] 디지털세 필라 1·2 최종합의문 공개

•   통계청: 2021년 9월 소비자물가동향

•   산업부: 「신재생에너지법 시행령」개정안 입법예고

•   산업부: (참고자료)『수소경제 성과 및 수소선도국가 비전』보고

•   산업부: (참고자료)정부, 2030년 온실가스 감축목표(NDC) 온라인 토론회 개최

•   산업부: 수소경제 선도기술, 국제표준으로 착실히 진입중

•   산업부: 2021년 3분기 외국인직접투자 동향

•   산업부: (설명자료)금번 RPS 의무비율 상향으로 인한 전기요금에 영향은 제한적일 것으로 예상

•   산업부: (설명자료)탄소중립위가 산업부의 검토의견을 빼고, 발표하지 않았다는 것은 사실과 다름

•   산업부: (참고자료)산업차관, ｢글로벌 공급망 이슈 점검회의｣ 개최

•   산업부: (설명자료)정부는 해상풍력 적합입지 선정을 위해 적극 노력할 계획임(10.7일자 프라임경제 보도에 대한 설명)

•   국토부: ’21.2분기 건설공사 계약액 76조 원…전년 동기대비 19.4%↑

[Magazines]

•   Economist: The world economy’s shortage problem

"

※   Scarcity has replaced gluts as the biggest impediment to global growth

"

•   Economist: The new order of trade

•   Economist: A fraying system

•   Economist: In search of resilience

•   Economist: The urge to protect

•   Economist: Making trade greener

•   Economist: A changed world

•   Economist: Is the world economy going back to the 1970s?

•   Economist: Facebook is nearing a reputational point of no return

•   Economist: Hydrogen’s moment is here at last

•   Economist: Creating the new hydrogen economy is a massive undertaking

•   Economist: The war in Afghanistan is over, but the West still needs Pakistan

•   Economist: A Chinese vision of free trade

•   Economist: Why can’t America quit flirting with financial ruin?

•   Economist: Could a $1trn coin end America’s debt-ceiling showdown?

•   Economist: Wages are rising in Britain, but so are prices and taxes

•   Economist: Volvo’s IPO will keep it ahead in the electric-car race

•   Economist: The IPO of GlobalFoundries is perfectly timed

•   Economist: What if firms were forced to pay for frying the planet

•   Economist: The age of fossil-fuel abundance is dead

•   Economist: Companies cast off their reluctance to invest

•   Economist: A wave of green government bonds is flooding markets

•   Economist: A different approach to investing in developing countries

•   Economist: Does anyone actually understand inflation?

•   Forbes: The 2021 Forbes 400 List Of Richest Americans: Facts And Figures

•   Fortune: EV sales surpass dirty diesel in Europe for the first time—with plenty of help from Tesla

•   Fortune: China, one of the world’s few ‘COVID-zero’ holdouts, sets a loose timeline for easing virus measures

•   Bloomberg Businessweek: Ford Electric-Car Investment Creates Jobs in Tennessee, Kentucky, Not Michigan

•   Bloomberg Businessweek: Janet Yellen’s Strengths Might Not Be Enough to Sell Biden Agenda

•   Bloomberg Businessweek: Central Bank Autonomy Faces Challenges in Three Emerging Markets

•   Bloomberg Businessweek: Will Consumers Want the Astro Robot, Echo Show 15, Amazon Glow?

•   Time: How Facebook Forced a Reckoning by Shutting Down the Team That Put People Ahead of Profits

•   Atlantic: The Metrics for Easing COVID Restrictions Don’t Exist

•   Atlantic: The Psychological Benefits of COVID-19 Boosters

•   Foreign Policy: What Do China’s Taiwan Intrusions Mean?

•   Foreign Policy: Why Is China Sending So Many Warplanes Near Taiwan?

•   Foreign Policy: Is Defending Taiwan Worth the Risk?

•   Foreign Policy: In Global Energy Crisis, Anti-Nuclear Chickens Come Home to Roost

•   Foreign Policy: The Real Reasons Behind China’s Energy Crisis

•   Foreign Policy: Is Europe’s Energy Crisis a Preview of America’s?

•   Foreign Policy: Why India Can’t Wean Itself Off Coal

•   Foreign Policy: Why China's Economic Intimidation Isn't So Scary

•   Foreign Policy: Who Is Fumio Kishida, Japan's New Prime Minister?

•   Foreign Policy: West’s Build Back Better Project Takes on China’s BRI

•   Foreign Policy: Modi Is Exporting Vaccines That Some Indians Want to Keep at Home

•   Foreign Policy: Olaf Scholz’s Quiet Revolution in German Economics

•   Foreign Policy: Sea Power Makes Great Powers

•   Foreign Affairs: Why China Is Alienating the World

•   Foreign Affairs: Taiwan and the Fight for Democracy

•   Foreign Affairs: How the U.S. Can Help Latin America’s Democratic Recession

•   Barron's: Government Is Getting Bigger. What It Means for the Stock Market.

•   Barron's: China’s Stock Market Is Having a Tough Year. Why Big Investors Are Still Bullish.

•   Barron's: The Dollar Is Rising. Here’s How to Play It.

•   Barron's: How Rising Natural-Gas Prices Could Fuel a Switch to Oil

•   Barron's: Water Shortages Threaten the Economy and Our Food Supply

•   Barron's: China's Promise to Stop Funding Coal Plants Abroad Changes the Energy Game

•   Barron's: Firms Are Using Environmental and Sustainability Concerns to Buy Investors

•   Barron's: Katherine Tai Speech: Biden Reveals a China Trade Strategy Focused on Realism

•   Harvard Business Review: The U.S. Economic Recovery Is Slowing Down. Don’t Be Alarmed.

•   MIT Technology Review: Amazon’s Astro robot is stupid. You’ll still fall in love with it.

•   Windpower Monthly: Vestas announces 3.1GW of turbine orders in Q3

•   Windpower Monthly: Offshore wind industry sees huge opportunity in new markets

•   Nature: Why COVID vaccines didn’t win a science Nobel this year

•   매경이코노미: ‘뉴노멀’인가 ‘재앙’인가 다가오는 월세 시대

•   매경이코노미: ‘깔세’ ‘연세’ 등 변종 임대차 계약 등장 선진국처럼 주 단위 계약 보편화될 듯

•   이코노미조선: 글로벌 500대 기업 매출·브랜드 순위 변동 폭 2배 ↑

•   이코노미조선: 변화하는 글로벌 기업 지형

•   이코노미조선: “팬데믹 위기에 글로벌 500 브랜드 신규 진입 46개 사로 사상 최대”

•   이코노미조선: 독점적 기술력의 네덜란드 ASML…4G 인프라 선점한 인도 Jio

•   이코노미조선: 비대면·백신·세계화로 위기 넘은 에릭슨·아스트라제네카·BAE

•   이코노미조선: “팬데믹 後 기업 지형 바꿀 키워드는 ESG와 온·오프 혼합 마케팅”

•   이코노미조선: “‘가치 통합자’가 시장 석권하는 시대…규제 완화로 덩치 키워야”

[Books]

•   Economist: Two new books assess the geopolitical lessons of covid-19

•   WSJ: ‘AI 2041’ Review: Tales From an Algorithmic Tomorrow - WSJ

•   NYT: Can Free Trade Work for Everyone?

•   Project Syndicate: The Janus of Debt by Harold James

•   한경: [홍순철의 글로벌 북 트렌드] 지속가능한 자본주의, 생각하는 '5% 소비자'에 달려

•   서경: 2차전지 어디까지 알고 있니[책꽂이]

•   서경: 주택공급 아무리 늘려도 서울 집값은 오른다?[책꽂이]

•   서경: 4차산업과 탄소중립···미래 경제 모습은[책꽂이]

•   중앙: 탄생·성장·미래, 드론의 모든 것

•   이데일리: 김난도 "위드 코로나 시대는 거대한 갈림길...도약하거나 위축되거나"

•   로봇신문: AI 101, 인공지능 비즈니스의 모든 것