Business Intelligence Monitor Weekly 211011~211017

[Reports]

•   IMF: World Economic Outlook, October 2021

•   IMF: A Hobbled Recovery Along Entrenched Fault Lines

•   IMF: Gita Gopinath on Latest Outlook: Recovery Gaps Persist

•   IMF: Global Financial Stability Report, October 2021

•   IMF: Uncertainty Grips Markets as Optimism Wanes – IMF Blog

•   IMF: Fiscal Monitor, October 2021

•   IMF: Fiscal Policy for an Uncertain World

•   IMF: Building a Strong Post-Pandemic Recovery

•   IMF: The Managing Director's Global Policy Agenda Annual Meetings 2021

•   IMF: Communiqué of the Forty-Fourth Meeting of the IMFC

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

•   World Bank: International Debt Statistics

•   World Bank: Measuring the Economic Impact of COVID-19 with Real-Time Electricity Indicators

•   World Bank: How can we meet the urgency of financing climate action in cities?

•   UNCTAD: Strong declaration on COVID-19 vaccines, trade, debt and climate adopted at historic UNCTAD15 conference

•   OECD: Composite Leading Indicators (CLI), OECD, October 2021

•   OECD: Unemployment Rates, OECD - Updated: October 2021

•   BIS: Technological capacity and firms' recovery from Covid-19

•   White House: Remarks by President Biden on Efforts to Address Global Transportation Supply Chain Bottlenecks

•   White House: FACT SHEET: Biden Administration Roadmap to Build an Economy Resilient to Climate Change Impacts

•   European Commission: Joint EU-US Statement on the Global Methane Pledge 

•   European Commission: NextGenerationEU: European Commission successfully issues first green bond to finance the sustainable recovery

•   European Commission: Protocol on Ireland/Northern Ireland: Commission proposes bespoke arrangements to benefit Northern Ireland

•   European Commission: Energy prices: Commission presents a toolbox of measures to tackle exceptional situation and its impacts

•   Fed: Speech by Vice Chair Richard H. Clarida - U.S. Economic Outlook and Monetary Policy

•   Fed: Questions and Answers: The Information Content of the Post-FOMC Meeting Press Conference

•   Fed: Minutes of the Federal Open Market Committee, September 21-22, 2021

•   Fed: Speech by Governor Lael Brainard - Financial Inclusion and Economic Challenges in the Shadow of the Pandemic: A Conversation with Tribal Leaders

•   Fed: Speech by Governor Michelle W. Bowman - The View from Here: The Outlook for the U.S. Economy and Implications for Monetary Policy

•   Fed: Bank Lending Conditions during the Pandemic

•   FRBNY: U.S. Economy in a Snapshot

•   FRBNY: Consumers' Inflation Expectations Remain Elevated for the Short- and Medium-Term

•   FRBNY: At the New York Fed: Implications of Federal Reserve Actions in Response to the COVID-19 Pandemic

•   St. Louis Fed: The COVID Retirement Boom

•   St. Louis Fed: How Much Debt Is Too Much?

•   ECB: Philip R. Lane: The monetary policy toolbox and the effective lower bound

•   ECB: Christine Lagarde: The contribution of finance to combating climate change

•   ECB: Christine Lagarde: IMFC Statement

•   ECB: Christine Lagarde: Globalisation after the pandemic

•   ECB: The spectre of inflation

•   ECB: Global models for a global pandemic: the impact of COVID-19 on small euro area economies

•   ECB: Do inflation expectations improve model-based inflation forecasts?

•   ECB: Demand or supply? An empirical exploration of the effects of climate change on the macroeconomy

•   ECB: The ECB's tracker: nowcasting the press conferences of the ECB

•   ECB: Estimating the elasticity of consumer prices to the exchange rate: an accounting approach

•   ECB: The impact of the euro on trade: two decades into monetary union

•   NBER: The Economics of the COVID-19 Pandemic in Poor Countries

•   NBER: Macroprudential Policy during COVID-19: The Role of Policy Space

•   NBER: Rethinking Exchange Rate Regimes

•   NBER: What Drives Variation in the U.S. Debt/Output Ratio? The Dogs that Didn't Bark

•   NBER: The Political Economy of the COVID-19 Fiscal Stimulus Packages of 2020

•   CEPR: CEPR Discussion Papers 10 October 2021

•   VoxEU: Strengthening semiconductor manufacturing: Lessons from East Asia

•   VoxEU: ECB monetary policy and catch-up inflation

•   VoxEU: The search for a congruent euro area policy mix: Vertical coordination matters

•   VoxEU: Simulating the future of global automation, its consequences, and evaluating policy options

•   VoxEU: Globalisation and inflation: Insights from the ECB strategy review

•   VoxEU: On the economic geography of climate change

•   World Economic Forum: Financing the Transition to a Net-Zero Future

•   World Economic Forum: How CO2 can be an ally in the fight against climate change

•   World Economic Forum: Is it a cold or COVID-19? An expert explains

•   World Economic Forum: How many solar panels do we need to power the world?

•   Brookings: A roadmap to developing inclusive regional economic indicators

•   Brookings: With only 194,000 jobs added, September’s jobs report disappoints

•   Brookings: The world won’t wait for Germany’s coalition negotiators

•   Brookings: Hutchins Roundup: Unemployment hysteresis, small business lending, and more

•   CSIS: Global Efforts Required to Cut Methane Emissions

•   CSIS: We Have a China Trade Policy—or Do We?

•   CSIS: What Is the Future for the French-German Engine?

•   CSIS: What Next? Looking Beyond the Covid-19 Summit

•   CSIS: Do CPTPP-Style Digital Trade Rules Add New Value?

•   CSIS: Russia’s Hydrogen Energy Strategy

•   CSIS: Australia’s Hydrogen Industrial Strategy

•   CSIS: Iran’s Evolving Nuclear Program and Implications for U.S. Policy

•   CSIS: China, Asia, and the Changing Strategic Importance of the Gulf and MENA Region

•   CSIS: Toward CPTPP 2.0

•   38 North: Six Takeaways From North Korea’s “Hypersonic Missile” Announcement

•   McKinsey:COVID-19: Briefing note #76, October 13, 2021

•   McKinsey:CBDC and stablecoins: Early coexistence on an uncertain road

•   KPMG: NZRI rankings summary

•   Pew Research Center: U.S. household growth over last decade was the lowest ever recorded

•   Visual Capitalist: A Complete Visual Guide to Carbon Markets

•   Visual Capitalist: Mapped: Distribution of Global GDP by Region

•   Visual Capitalist: Evaluating a Company’s Net-Zero Carbon Target

•   IEA: World Energy Outlook 2021

•   IEA: Oil Market Report - October 2021

•   IEA: What is behind soaring energy prices and what happens next?

•   EIA: Short-Term Energy Outlook

•   OPEC: MOMR October 2021

•   BNEF: Data Centers Set to Double Their Power Demand in Europe, Could Play Critical Role in Enabling More Renewable Energy

•   Rystad Energy: Nickel demand to outstrip supply by 2024, causing headaches for EV manufacturers

•   KHL: The future of equipment rental: What will change?

•   KHL: Why the rental sector is expanding its services

•   KHL: US sees dramatic increase in supply chain challenges

•   Gartner: Gartner Says Worldwide PC Shipments Grew 1% in Third Quarter of 2021

•   Strategy Analytics: It's a 5G Smartphone World - It's also a 4G Smartphone World

•   Canalys: Global PC market grows 5% in Q3 2021 as supply and logistics deteriorate

•   Canalys: Global smartphone market shrinks 6% amid component shortages

•   DRAMeXchange: 【Market View】DRAM Prices Projected to Enter Period of Downswing in 2022 as Demand Lags Behind Supply, Says TrendForce

•   DRAMeXchange: 【Market View】Taiwanese Server ODMs Expected to Account for About 90% of Global Server Production in 2021 by Expanding Production Capacities Outside of Domestic China, Says TrendForce

•   IC Insights: IC Industry at Heart of Possible China Takeover of Taiwan

•   SEMI: Power and Compound Fab Capacity Projected to Top Record 10 Million Wafers Per Month in 2023, SEMI Reports

•   한국은행: 해외경제 포커스(제2021-39호)

※   국제경제리뷰: 헝다그룹 사태가 중국경제에 미치는 영향

•   한국은행: 통화정책방향(2021.10.12)

•   한국은행: 최근의 국내외 경제동향 (2021.10)

•   한국은행: 금융통화위원회 의사록(2021년도 제19차)(2021.9.24.)

•   한국은행: 2021년 9월중 금융시장 동향

•   한국은행: 2021년 8월중 통화 및 유동성

•   한국은행: 2021년 9월 수출입물가지수

•   한국은행: 2021년 9월 이후 국제금융·외환시장 동향

•   한국은행: [동향분석] 최근의 미국경제 상황과 평가(2021.10월)

•   한국은행: [현지정보] 美 2021.9월 고용지표 내용 및 뉴욕 금융시장 반응

•   한국은행: [현지정보] 2021년 9월 FOMC 회의 의사록 주요 내용

•   국제금융센터: 미국 국가신용등급 변화 가능성 점검

•   국제금융센터: 주요 투자은행 환율전망 (10월 12일)

•   국제금융센터: 주간 Global Opinions(10.5~10.11)

•   국제금융센터: 주간 Wall Street 인사이트(10.12)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.12)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.13)

•   국제금융센터: [21.10월] 국제금융 INSIGHT

•   국제금융센터: 미국 물가불안 심화 속 11월 FOMC 테이퍼링 발표 확실시

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.14)

•   국제금융센터: 주요국의 ‘단계적 일상회복’ 추진과 영향

•   국제금융센터: 코로나19 관련 동향 및 해외시각(10.15)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입 지속, 채권 유입 큰 폭 축소

•   kotra: 러시아의 대유럽 가스공급 중단의 의미와 교역 변화

•   kotra: 코로나19와 물류대란이 야기한 EU 공급망 자립정책

•   kotra: 일본 대표 수소/연료전지 전시회 FC Expo 2021 참관기

•   kotra: 뉴노멀 선언 베트남, 경제활성화에 대한 신호탄 포착

•   kotra: 인도 미래연료로서의 수소에너지

•   kotra: EU 연례 정책회의 내용으로 살펴보는 유럽 통상정책 방향

•   kotra: 미국 8월 내구재 신규주문 증가

•   kotra: 한국-광둥 수소산업 협력확대 논의의 장, 수소경제 협력세미나 개최

•   kotra: 중국, 올해 신에너지차 판매량 240만 대 전망

•   kotra: 탄소중립 달성을 위한 영국의 수소전략

•   kotra: 브라질의 코로나19 백신 생산/수급동향

•   kotra: 인도, 뜨거워지는 태양광 시장

•   kotra: 중국 청정에너지의 주류, 에너지저장장치(ESS) 시장의 급성장

•   kotra: 포스트 팬데믹시대, 누가 살아남을 것인가? (1) 미국의 디지털 전환 동향

•   대외경제정책연구원: 최근 디지털세 논의 동향과 시사점(업데이트)

•   EMERiCs: [이슈트렌드] 베트남, 2021년 무역 활성화... 인프라 투자는 여전히 부족

•   EMERiCs: [이슈트렌드] 이란, 한국산 가전제품 수입 금지하고 자산 동결 해제 요구

•   EMERiCs: [이슈트렌드] 멕시코, 에너지 산업 개편…자원 국유화도

•   EMERiCs: [이슈트렌드] 동유럽 국가들, 높은 인플레이션에 기준금리 인상

•   EMERiCs: [이슈트렌드] 中 거대 부동산 기업 헝다의 디폴트 위기

•   EMERiCs: [이슈트렌드] 中 곳곳에서 전력난 발생, 원인과 전망은?

•   EMERiCs: [이슈트렌드] 국경절 연휴로 본 中 소비 특징

•   수출입은행 해외경제연구소: 인공지능산업 현황 및 주요국 육성 정책

•   산업연구원: "제조업 경기실사지수(BSI) 조사결과 `21.3분기 현황과 `21.4분기 전망"

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제21-20호)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (2021.10월 1주차)

•   LG경제연구원: 구성원 자발성을 깨우는 리더십

•   현대경제연구원: 2022년 한국 경제 전망 - 3% 성장을 위한 과제

•   현대경제연구원: COVID 쇼크에 갇힌 한국 경제- 최근 대내외 리스크 동시다발화의 원인과 시사점

•   포스코경영연구원: 탄소중립, 이차전지도 피해갈 수 없다

•   국회입법조사처: 2021년 독일 총선 결과 분석

•   금융연구원: 금융브리프 30-20

•   하나금융경영연구소: 하나금융포커스 [제11권 21호]

•   우리금융경영연구소: 진정한 ESG로 향하는 길을 가로막는 그린워싱 - 글로벌 금융회사의 그린워싱 사례와 시사점

•   우리금융경영연구소: 수출과 소비를 중심으로 실물지표 반등 예상 - 10월 경제브리프

•   IBK경제연구소: 2021년 노벨경제학상, 노동시장에 새로운 통찰 제공

•   KDB미래전략연구소: 주간 KDB리포트(2021.10.12)

•   KB경영연구소: KB부동산시장 리뷰 2021-10호

•   건설산업연구원: 2021년 월간 건설·부동산 동향 10월

•   건설산업연구원: 건설동향브리핑 826호

•   건설산업연구원: 건설동향브리핑 827호

•   국토연구원: 2021년 상반기 서울·경기 지역의 주택 탐색 및 거래 현황과 시장 인식

•   외교안보연구소: 미·중 가치 경쟁과 백신외교

•   외교안보연구소: 기시다 내각 출범과 일본 정국

•   국가안보전략연구원: 기시다 내각 출범과 시사점

•   국가안보전략연구원: 바이든 행정부 출범 이후 북미관계 평가와 전망: 전략적 의도를 중심으로

•   대한상의: ‘20대 대선에 바란다’ 경제계 제언

•   대한상의: [ESG 뉴스레터] 2021년 10월호

•   전경련: 해운산업 국제비교와 시사점

•   전경련: ’21년 상반기 국가산업단지 실적 분석

•   전경련: 키워드로 본 위드 코로나(W.I.T.H.)

•   한국경제연구원: 코로나19 이후, 자영업자 저소득층 6.5만 가구 증가, 중·고소득층 12.2만 가구 감소

•   한국경제연구원: 대학생 10명 중 6~7명(65.3%) ‘사실상 구직 단념’

•   한국경제연구원: 무너지는 경제허리, 3040 고용률 OECD 38개국 중 30위 (`20년)

•   한국기업평가: 자원순환시대로의 전환, 폐기물산업의 호황은 지속될 수 있을까? - 건설사의 환경산업에 대한 투자확대가 신용도에 미치는 영향

•   기계연구원: [연구성과] 비대면 서비스 로봇을 위한, 문어 다리를 닮은 빨판 흡착형 만능 그리퍼 개발

•   기재부: 「월간 재정동향 및 이슈」 2021년 10월호 발간

•   기재부: [보도참고] 국제통화기금(IMF) 21년 10월 세계경제전망(World Economic Outlook) 발표

•   기재부: [보도참고]2021년 10월 최근 경제동향

•   기재부: (보도설명) 정부는 유류세 인하방안을 검토한 바 없음을 알려드립니다.

•   통계청: 2021년 9월 고용동향

•   산업부: “재생에너지 전기를 사용자가 직접 구매 가능해져”

•   산업부: (설명자료)탄소중립과 2030 NDC 상향을 위해 태양광 등 재생에너지 확대는 불가피하며, 국토영향을 최소화할 수 있는 입지발굴과 기술혁신을 통한 재생에너지 확대를 추진하겠음 (한국경제 10.11자 보도에 대한 설명)

•   산업부: (설명자료)‘26년까지 전체발전량의 25%를 신재생 에너지로 공급한다는 기사는 사실과 다름. 신재생 발전원가는 지속적으로 하락 하고 있어 현재 수준에서 신재생에너지 구매비용을 추계하는 것은 불합리(10.12일자 한국경제 보도 등에 대한 설명)

•   산업부: 탄소중립을 향한 산업계의 첫 걸음이 시작되다

•   산업부: RE100 참여활성화 위한 기업 간담회 개최

•   산업부: 정보통신기술(ICT) 수출, 역대 최고 월 수출액 달성

•   산업부: 산업부 - 미(美)블룸에너지,녹색수소 생산 가속화 및 국내 연료전지 생태계 육성 방안 논의

•   산업부: 2021년 9월 자동차산업 동향

•   행안부: 균형발전 정책의 새로운 핵심 전략, 지역이 주도하는 “초광역협력”

•   노동부: 고용행정 통계로 본 ’21.9월 노동시장 동향

•   환경부: (참고)2030 NDC의 기준연도 및 목표연도 온실가스 배출량 기준

•   복지부: 향후 2주간, 사회적 거리두기 조정

•   금융위: [보도참고] 2021년 9월중 가계대출 동향(잠정)

•   금융위: [보도참고] 전세‧잔금대출이 차질없이 공급되도록 관리에 만전을 기하겠습니다.

•   금감원: 21.8월말 국내은행의 원화대출 연체율 현황[잠정]

•   금감원: 2021년 9월 외국인 증권투자 동향

[Magazines]

•   Economist: The first big energy shock of the green era

※   There are grave problems with the transition to clean energy power

•   Economist: Is the world economy entering a wage-price spiral?

•   Economist: Wages are surging across the rich world

•   Economist: Millions of lives depend on how the pandemic ends

•   Economist: How the world learns to live with covid-19

•   Economist: Who should police the web?

•   Economist: Latin America could become an alternative to China

•   Economist: Latin America’s economies have an opportunity to grow

•   Economist: South Korea’s ruling party bets on an anti-establishment figure

※   Lee Jae-myung, its candidate for president, presents himself as a man of the people

•   Economist: How long can China’s zero-covid policy last?

•   Economist: How Xi Jinping’s China differs from Mao’s

•   Economist: One policy accounts for a lot of the decarbonisation in Joe Biden’s climate plans

•   Economist: A new crisis between America and Iran looms

•   Economist: It is tempting to blame foreigners for Europe’s gas crisis

•   Economist: Poland is a problem for the EU precisely because it will not leave

•   Economist: The Northern Ireland protocol is up for discussion. Again

•   Economist: Don’t expect big oil to fix the energy crunch

•   Economist: The booming business of knitting together the world’s electricity grids

•   Economist: Germany’s workers are in the strongest position in 30 years

•   Economist: The IMF decides to keep its boss

•   Economist: Another upward force on American inflation: the housing boom

•   Economist: Chinese companies suffer an intense cash crunch in offshore bond markets

•   Economist: How to think about the unstoppable rise of index funds

•   Economist: The Nobel prize in economics celebrates an empirical revolution

•   Forbes: Challenges To 5G Networks From IoT Devices

•   Forbes: 5 Reasons Why Deliveries From China Are Going To Get Even Worse

•   Fortune: A.I. is getting closer to the heart of business

•   Bloomberg Businessweek: Durable Goods Spending Boom Is Heading for Slowdown

•   Bloomberg Businessweek: Chinese Electric Car Companies Fill Norway With EVs to Test West Appetite

•   Time: Why it's So Hard to Shut Down Old Oil Rigs

•   Atlantic: Washington Is Getting China Wrong

•   Atlantic: The Great Resignation Is Accelerating

•   Atlantic: Biden Cannot Declare Victory on Climate Without These Policies

•   Atlantic: The Energy Crunch, in Six Paragraphs

•   Foreign Policy: Will Europe Ever Really Join the United States in Confronting China?

•   Foreign Policy: What the German Election Taught America About Democracy

•   Foreign Policy: Putin and Russia Can Still Use Energy as a Weapon

•   Foreign Policy: India’s Democratic Backsliding Hasn't Stopped

•   Foreign Policy: Why China Won't Back Off Taiwan

•   Foreign Policy: Biden's 'Strategic Competition' Is an Unclear, Confusing Term

•   Foreign Policy: Indonesia: Post-Pandemic Authoritarianism Looms After Jokowi

•   Foreign Policy: State Department Cable Sees Echoes of Korean Politics in Netflix’s ‘Squid Game’

•   Foreign Affairs: Why Climate Policy Has Failed

•   Foreign Affairs: How to Prevent an Accidental War Over Taiwan

•   Foreign Affairs: Can Berlin Get Tough on Beijing?

•   Barron's: This Bull Market Can Weather a Setback, Money Managers Say

•   Barron's: Supply-Chain Shortages: Why Biden's 24/7 Port of LA Plan Won't Be Enough

•   Barron's: Labor Shortage: Why Aren't People Going Back to Work? Pandemic Fears Are Key

•   Barron's: China's Central Bank Digital Currency Aims to Fix the Problems With Cash

•   Barron's: Will Gas Prices Fall? Not Likely. This Oil Expert Explains Why.

•   Barron's: Is the U.S. Due for Stagflation? Delaying the Taper Risks Sustained Inflation.

•   Barron's: Federal Reserve's Jerome Powell Hasn't Been Good at Ending the Easy Money Party

•   Barron's: New OECD 15% Tax Deal Creates Global Corporate Tax Minimum

•   Barron's: ESG 2.0 Is in the Making

•   Barron's: Home Prices Are Cooling Off, Sort of. What Buyers Need to Know.

•   Barron's: Inflation Is a Problem. Will Stagflation Be?

•   Barron's: China’s Bitcoin Ban Is a Lesson in Crypto Regulation for Central Banks Everywhere

•   Harvard Business Review: What If Central Banks Issued Digital Currency?

•   Power Magazine: The AI-Powered Digital Future of More Accurate Renewable Energy Forecasts

•   이코노미조선: NFT 혁신인가, 버블인가 NFT 광풍 ‘사상 최대 거래액’…메타버스 인프라로 부각

•   이코노미조선: 뉴 트렌드 NFT

•   이코노미조선: “암호화폐보다 강력한 NFT…가상세계 키울 메가트렌드”

•   주간한국: 건설업계의 탄소중립 생존 전략…친환경 보폭 빨라져

[Books]

•   Economist: Two new books explore the impact of accelerating technology

•   FT: Samuelson and Friedman — a rivalry that echoes down to the present

•   FT: FT business books: October edition

•   Project Syndicate: The Statelessness Pandemic

•   매경: 가지고 있건 가지고 있지 않건 다들 궁금해하는 그것…비트코인 어떻게 될까

•   매경: [Books&Biz] 옆구리 꾹 넛지이론, '슬럿지'로 돌아왔다

•   한경: [홍순철의 글로벌 북 트렌드] 지속가능한 미래 꿈꾼다면…'대전환의 지혜' 필요하다

•   한경: [책꽂이] '초속도' 등

•   서경: [책꽂이] 탈탄소 사회 이루려면 '탈성장'부터

•   서경: [책꽂이] 토지 소유·화폐로 본 불평등 해법

•   서경: [책꽂이] 빅데이터 시대, 보이지 않는 데이터에 속지말라

•   세계: 디지털 민주주의·반도체 동맹… 美 전문가들의 ‘AI 리포트’