Business Intelligence Monitor 220201

(Introduction)

[Markets]

•   Global: Global stocks trade higher at the end of a volatile month

※   Global stocks recover but are down 6% in January

※   Oil soars about 17% in Jan in biggest jump since Feb 2021

※   Dollar index on track for largest daily fall since Jan. 12

•   Oil: Oil Posts Its Strongest January in Decades as Market Tightens

※   OPEC+ alliance to meet Wednesday to assess the market

•   Natural gas: Gas prices climb for fifth straight week as oil surges

•   Metals: Copper prices tick up in trade thinned by China holiday

•   Grains: Wheat slides on U.S. weather, reduced fears over Ukraine

[Indicators]

•   OPEC Jan. Oil output: OPEC oil output rises by 210,000 bpd in January, survey shows

•   US Jan. Dallas Fed manufacturing Index: Fed Data Show Wages at Texas Factories Climb to Record High

•   Eurozone Q4 GDP: Eurozone regains pre-crisis GDP level despite winter slowdown

※   Strong quarterly growth in Spain, France and Italy offsets contractions in Germany and Austria

•   Germany·Spain Dec. CPI: German and Spanish inflation stays high to increase pressure on ECB

•   China Jan. Home sales: China Home Sales Slump Deepened in January in Blow to Economy

•   Japan Dec. Retail sales: Japan Dec retail sales rise 1.4% year/year - govt

•   Japan Dec. Industrial production: Japan Quarterly Output Gain Signals Growth Return Before Omicron

•   Japan Jan. Consumer confidence: Japan's consumer confidence falls in Jan., gov't lowers assessment

•   India Dec. Core industry production: Core sector output up 3.8% in December

•   India Jan. GST collections: GST collection up 15%, tops ₹1.38 lakh crore in January

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   FT: Pandemic crisis: Global economic impact tracker

•   FT: Inflation tracker: the latest figures as countries grapple with rising prices

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: U.S., Russia Square Off Over Ukraine in U.N. Security Council Debate

※   Washington and allies say Russian goal is to destabilize Kyiv; Moscow accuses U.S. of ‘stoking tensions’ after failing to block debate

•   WSJ: NATO Leaders Stream to Ukraine, Showing Support as Russia Masses Troops

•   WSJ: U.S., U.K. Prepare Plans to Sanction Russian Oligarchs, Businesses

※   Washington is drafting a list of Kremlin allies that could be blacklisted if Russia invades Ukraine, and the U.K. is proposing a new sanctions law

•   WSJ: FDA Fully Approves Moderna’s Covid-19 Vaccine; U.S. Infections Fall

•   WSJ: How the Fed’s Policy Shift Is Rippling Through the Housing Market

•   WSJ: Fed Nominee Has Focused His Research on Monetary Policy and Poverty

•   WSJ: EPA Moves to Restore Obama-Era Rules on Power Plants

•   WSJ: U.S. Sanctions Myanmar Government Officials, Port Business on Coup Anniversary

※   Sanctions against a Myanmar port operator and several individuals with alleged ties to the government and military come about a year after a coup overturned a civilian-led government headed by Aung San Suu Kyi

•   WSJ: China’s Communist Party Quietly Inserts Itself Into Everyday Life

•   WSJ: Investors Sour on Muni Funds

•   WSJ: Russia-Ukraine Tensions Drive Global Wheat Prices Higher

•   NYT: For Some of Ukraine’s Neighbors, ‘Defend Europe’ Has Another Meaning

•   NYT: Putin and Macron talk again by phone, keeping diplomatic lines open.

•   NYT: What a Disconnect From Swift Would Mean for Russia

•   NYT: Fed Officials Make It Clear: This Time Is Different

•   NYT: Novavax applies to the F.D.A. for authorization of its Covid vaccine.

•   NYT: We Need to Talk About Covid, Part 2: A Conversation with Dr. Fauci

•   NYT: Prime Minister Justin Trudeau of Canada tests positive for the coronavirus.

•   NYT: An Omicron surge across Asia restricts travel during the Lunar New Year weekend.

•   NYT: Stocks had a lousy start to the year, but Wall Street expects good times ahead.

•   FT: Omicron sub-variant BA.2 more infectious than original version, says study

•   FT: Germany’s Russia problem: Ukraine crisis tests new government

•   FT: Draghi staying on strengthens hand of EU fiscal reformists

•   FT: BoE predicted to raise rates for second time in quick succession

•   FT: Johnson fails to impress Tory MPs with ‘train wreck’ Commons performance

•   FT: Johnson rejects calls to resign after scathing report on lockdown parties

※   UK prime minister, who refused to acknowledge rules breaches, faces allegations that he misled MPs

•   FT: UK devolved governments attack Johnson’s post-Brexit plan

•   FT: Many young Britons left with insecure work by the pandemic

•   FT: Winners and losers emerge from lingering US supply chain crisis

•   FT: Investors are shunning China’s once-hot consumer tech start-ups

•   FT: Air taxis: flight of fantasy or truly set for lift off?

•   Bloomberg: Global Gas Demand Growth Hit by Europe’s Energy Crisis, IEA Says

※   IEA: Gas Market Report, Q1 2022

•   Bloomberg: OECD Sees Global Inflation Pressures Easing in Next 12-18 Months

•   Bloomberg: Global Power Crunch Hit at Least 350 Million People With Outages

•   Bloomberg: Then and Now: How This Fed Liftoff Is Nothing Like That of 2015

•   Bloomberg: Three, Four, Five, Six or Seven Fed Hikes? Wall Street Is Split

•   Bloomberg: Work-From-Home Spurs Blue-Collar Americans to Seek Career Shifts

•   Bloomberg: Newly Built Homes Make Up Record Share of U.S. Housing Supply

•   Bloomberg: Europe Is Losing Nuclear Power Just When It Really Needs Energy

※   Countries are plunging deeper into an energy crisis, but some governments are still shutting down reactors.

•   Bloomberg: Omicron Dashes China’s Hopes of Winter Olympics Boosting Economy

•   Bloomberg: Myanmar Extends State of Emergency as Coup Anniversary Nears

•   Bloomberg: All Roads Lead to Recession for Biggest Latin American Economies

•   Bloomberg: Lula Advised to Emulate Biden’s Infrastructure Plan If Elected

•   Bloomberg: Thailand Ready for Rush of Tourists With Quarantine-Free Visas

•   Bloomberg: Soros Says China’s Real Estate Crisis, Omicron Threaten Xi’s Rule

•   Bloomberg: Hedge-Fund Trade That Upended the Treasury Market Is Set to Return

•   Bloomberg: The 60/40 Portfolio Has Worst Loss Since March 2020 on Fed Shift

•   Bloomberg: U.S. Treasury Lifts Quarterly Borrowing Estimate to $729 Billion

•   Bloomberg: Dollar to Peak After Fed Kick-Off in March, JPMorgan’s Hui Says

•   Bloomberg: Russia Keeps Gas Traders Guessing With No Sign of New Supply

•   Bloomberg: BlackRock Warns of New Era of Supply-Driven Inflation

•   Bloomberg: Fewer China Flights May Worsen Chip Shortage With Port Snarled

•   Bloomberg: China’s Electric Car Price Hikes, Subsidy Cuts Pose Challenge to EV Sales

•   Reuters: Merck's COVID pill is last choice for U.S. patients, global use varies

•   Reuters: Global carbon markets value surged to record $851 bln last year-Refinitiv

•   Reuters: Goldman Sachs cuts 2022 GDP forecast to 3.2% vs 3.8% consensus

•   Reuters: Fed's Barkin says pace of U.S. rate hikes depends on inflation

•   Reuters: Fed sees March rate hike, but no roadmap after that

•   Reuters: Inflation stations: Five questions for the ECB

•   Reuters: Fossil fuel subsidies to face tighter EU scrutiny

•   Reuters: UAE blocks missile strike as Israeli president visits

•   Reuters: India sees GDP growth slowing to 8-8.5% in 2022/23 as risks rise

•   Reuters: China's most used COVID shots effective against Delta variant-study

•   Reuters: Myanmar's Suu Kyi to go on trial for election fraud Feb. 14 -source

•   Reuters: Factbox: Myanmar's post-coup crisis in numbers

•   Reuters: Analysis: Inflation fears, Biden antitrust efforts could doom Sanderson, Wayne chicken deal

•   Reuters: Analysis: With seven tests in a month, North Korea calls for world to accept its missiles

•   AP: Omicron amps up concerns about long COVID and its causes

•   CNBC: Biden is sending more than $1 billion to states to plug abandoned oil and gas wells

•   MarketWatch: CDC data confirm boosters offer high level of protection against severe COVID, bolster case for unvaccinated to get their shots

•   Fox Business: Laffer's dire warning on inflation, US economy: 'Tipping into a slowdown'

•   Fox Business: Fed expected to raise rates 7 times this year to fight inflation, BofA says

•   SCMP: Tech war: Beijing will come out of decoupling worse off than the US, say Chinese academics

•   SCMP: China’s backing for global debt transparency crucial to contain Covid-induced stress in emerging markets

•   SCMP: China urged don’t dismiss ‘negative impact’ of US interest rate cut out of hand

•   SCMP: China-Russia ties: as the West forces them together, Xi and Putin show up for each other

•   Nikkei Asia: Japan auto giants accelerate electric minicar rollout

•   Nikkei Asia: China's smartphone market grows for 1st time in 5 years

•   Nikkei Asia: Myanmar struggles with disconnect 1 year after takeover

•   Economic Times: Economic Survey's GDP forecast of 8-8.5 per cent optimistic, say experts

•   Economic Times: Imported inflation reappears as a concern

•   Economic Times: India resilient to worldwide monetary policy normalisation

•   Economic Times: Manufacturing outlook in Q3 up, but hiring seen subdued

•   For Construction Pros: $12B in Funding On Hold for Infrastructure

•   Robotics Tomorrow: The Next Generation of Robots

•   매경(P1): 오미크론 80% 넘어 지배종으로…연휴에도 1만7천명대 확진

•   매경(P1): LG엔솔 車배터리 핵심원료 獨 업체서 110만대분 확보

•   매경(P1): 北, 괌 사정권 미사일 실전배치 으름장

•   조선비즈: “북한, 더 큰 도발 가능성… ICBM시험 시간문제” 美언론 분석

•   조선비즈: [스마트카 시대]② 플랫폼으로 진화하는 車… 빅테크 기업도 눈독

•   조선비즈: [세계의 포용금융]① 집에 돈 쌓아두던 미국… 공공펀드가 은행 대신한다

•   조선비즈: [기업 죄는 족쇄]② 국민 노후자금으로 기업에 소송하는 국민연금

•   연합: 오후 9시까지 전국서 1만3천592명 확진…어제보다 1천550명↓

•   e대한경제: 새해 서울 '최악'의 거래 절벽

•   에너지경제: "2022년 전기 수요, 산업용 증가·가정용은 감소"

[Opinions]

•   Project Syndicate(Raghuram G. Rajan): The End of Free-Lunch Economics

•   Project Syndicate(Simon Johnson): The Fed's Climate Awakening

•   Project Syndicate(James K. Galbraith): The Fed's Target Is Workers

•   FT(Editorial Board): Italy displays its dysfunction with presidency race

•   FT(Gideon Rachman): The international cult of Vladimir Putin

•   FT(Robert Armstrong): About that big Fed pivot . . .

•   FT(Chetan Ahya): Asian economic growth to outstrip Americas and Europe

•   FT(Jonathan Guthrie): Shutting out Russia from Swift system would not be a surgical strike

•   FT(Ruchir Sharma): Covid losers outnumber the winners among leaders and nations

•   WSJ(Editorial Board): Handling a Hybrid War in Ukraine

•   NYT(John M. Barry): What We Can Learn From How the 1918 Pandemic Ended

•   NYT(Eleni Courea): The Next Few Days Are Critical for Boris Johnson

•   WP(Paul Waldman): Trump’s 2024 campaign is about revenge. We should be very frightened.

•   WP(Zau Maran): In Myanmar, we’re looking back on a year of trauma since the coup

•   WP(Melissa Chan): China is regularly called ‘authoritarian.’ That doesn’t feel like enough.

•   WP(Ulrike Franke): Germany isn’t turning its back on NATO. It only looks that way.

•   Bloomberg(Editorial Board): Joe Biden Can't Ignore North Korea's Missiles Much Longer

•   Bloomberg(Bill Dudley): How to Prevent the Coming Sovereign Debt Crisis

•   Bloomberg(David Fickling): The Russia-Sized Mystery in China’s Power Sector That Will Hurt Climate Goals

•   Bloomberg(John Authers): Powell's Indecision Leaves Markets Confused, While Tightening Hasn't Yet Begun

•   Bloomberg(Marcus Ashworth): BOE Has More Than Rate Hikes to Worry About

•   Bloomberg(Gary Shilling): Bloated Inventories Are Poised to Slow the U.S. Economy

•   Fox News(Andy Puzder): Does Biden deserve credit for economic recovery? Here's a realistic look at the numbers

•   Fox News(Angelica Stabile): Russia-Ukraine conflict: How the showdown between neighbors came to be

•   Fox News(K.T. McFarland): Ukraine-Russia standoff a global crisis – the world could look very different a year from now

•   Reuters(John Kemp): Oil investors realise some profits as market looks stretched

Business Intelligence Monitor Weekly 220124~220130

[Reports]

•   IMF: World Economic Outlook January Update 2022

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

•   IMF: Monetary Policy Frameworks: An Index and New Evidence

•   IMF: Economic Activity, Fiscal Space and Types of COVID-19 Containment Measures

•   IMF: People’s Republic of China: 2021 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for the People’s Republic of China

•   IMF: Blog: Chart of the WeekGlobal Inflation Pressures Broadened on Food and Energy Price Gains

•   IMF: Revisiting the Monetary Transmission Mechanism Through an Industry-Level Differential Approach

•   IMF: Japan: Staff Concluding Statement of the 2022 Article IV Mission

•   IMF: Blog: Low Real Interest Rates Support Asset Prices, But Risks Are Rising

•   IMF: Fiscal Rules and Fiscal Councils: Recent Trends and Performance during the COVID-19 Pandemic

•   IMF: IMF Staff Completes 2022 Article IV Mission to Republic of Korea

•   IMF: IMF Staff Completes 2022 Article IV Mission to Indonesia

•   IMF: Blockchain Consensus Mechanisms

•   World Bank: Myanmar Economic Monitor January 2022: Contending with Constraints

•   World Bank: Five threats to equitable and inclusive recovery from COVID-19: Evidence from East Asia and Pacific

•   World Bank: Commodity price cycles: Causes and consequences

•   OECD: Employment situation, OECD, third quarter 2021

•   BIS: BIS international banking statistics and global liquidity indicators at end-September 2021

•   BIS: Monetary policy expectation errors

•   White House: Joint Statement by President Biden and President von der Leyen on U.S.-EU Cooperation on Energy Security

•   White House: Readout of President Biden’s Video Call with European Leaders on Russia and Ukraine

•   White House: Statement by President Joe Biden on $15 Minimum Wage for Federal Workers and Contractors Going into Effect

•   U.S. Department of Commerce: Commerce Semiconductor Data Confirms Urgent Need for Congress to Pass U.S. Innovation and Competition Act

•   BEA: Gross Domestic Product, Fourth Quarter and Year 2021 (Advance Estimate)

•   European Commission: EU refers China to the WTO following its trade restrictions on Lithuania

•   Fed: Federal Reserve issues FOMC statement

•   Fed: Federal Open Market Committee reaffirms its "Statement on Longer-Run Goals and Monetary Policy Strategy"

•   Fed: Foreign Demand for U.S. Treasury Securities during the Pandemic

•   FRBNY: Household Survey Shows Sustained Rise in Reported and Expected Spending Growth

•   FRBNY: The Global Supply Side of Inflationary Pressures

•   ECB: Philip R. Lane: Interview with Verslo žinios

•   NBER: Trade Policy Uncertainty

•   NBER: Average Inflation Targeting: Time Inconsistency and Intentional Ambiguity

•   NBER: Robots and Firm Investment

•   CEPR: CEPR Discussion Papers 23 January 2022

•   VoxEU: Fiscal is local: EU standards for national fiscal frameworks

•   VoxEU: Looking under the hood: The two faces of inflation

•   VoxEU: COP26 assessment and challenges

•   VoxEU: The informal sector: Compounding the damage of Covid-19

•   VoxEU: Creative destruction during crises: An opportunity for a cleaner energy mix

•   NABE: Latest NABE Survey Panel Sees Strong Sales and Rising Investment, But Pressure from Labor and Material Shortages is Increasing

•   World Economic Forum: What’s the price of a green economy? An extra $3.5 trillion a year

•   World Economic Forum: What is regenerative capitalism and why is it important?

•   World Economic Forum: Energy efficiency is the world's 'first fuel' - and the main route to net zero, says IEA chief

•   World Economic Forum: Feeling optimistic about 2022? Most business leaders are

•   World Economic Forum: For green finance, climate policy is the new monetary policy

•   World Economic Forum: Breaking down 3 myths about green bonds

•   World Economic Forum: New technique paves the way for mass production of solar cells

•   Brookings: Biden’s China policy needs to be more than just Trump lite

•   Brookings: Who has to leave the Federal Reserve next?

•   Brookings: If Russia invades, sanction its oil and gas

•   Brookings: Hutchins Roundup: Unemployment insurance, average inflation targeting, and more

•   CSIS: Will Russia Recognize the Self-Declared Separatist Republics in Eastern Ukraine?

•   CSIS: Russia's Gamble in Ukraine

•   CSIS: High Prices, Empty Shelves

•   38 North: North Korea’s Punggye-ri Nuclear Test Site: Caretaker Status Continues

•   38 North: Implications of North Korea’s January 14 and 17 Short-Range Ballistic Missile Launches

•   McKinsey:The net-zero transition: What it would cost, what it could bring

•   McKinsey:The net-zero challenge: Accelerating decarbonization worldwide

•   McKinsey:COVID-19: Briefing note #89, January 26, 2022

•   KPMG: Global manufacturing prospects 2022

•   Visual Capitalist: Visualized: A Global Risk Assessment of 2022 and Beyond

•   IEA: Energy transitions require innovation in power system planning

•   Wood Mackenzie: Five themes dominating China’s energy scene in 2022

•   Wood Mackenzie: 2022 – A year of rebalancing for metals and mining

•   BNEF: Global Investment in Low-Carbon Energy Transition Hit $755 Billion in 2021

•   Rystad Energy: Permian new well productivity set to breach 1,000 boepd in 2022 on record lateral footage

•   Hydrogen Council: Hydrogen Council membership grows to more than 130 members, with eleven new companies committing to foster development of the hydrogen economy

•   IDC: Smartphone Shipments Declined in the Fourth Quarter But 2021 Was Still a Growth Year with a 5.7% Increase in Shipments, According to IDC

•   IDC: China's Smartphone Market Grew 1.1% in 2021 Despite Soft Demand and Supply Chain Disruptions, IDC Reports

•   IDC: Semiconductor Shortage Issues Migrating from Front-End to Back-End Manufacturing with COVID and Macro Environment Being the Key Levers Changing Outlook for Demand, According to IDC

•   Gartner: Gartner Forecasts 6 Million Electric Cars Will Be Shipped in 2022

•   Gartner: What Intel's $20B Chip Factory Investment Says About the Future of the Semiconductor Market

•   Strategy Analytics: Apple iPhone Tops Global Smartphone Market in Q4 2021

•   Strategy Analytics: Apple Tops China Smartphone Market in Q4 2021

•   Strategy Analytics: India Smartphone: Xiaomi momentum stalls as Realme and Samsung Gain Share Q4 2021

•   Strategy Analytics: 5G Smartphones Dominate North American Market, but Who Dominates in 5G?

•   Strategy Analytics: Huawei's P50 Pocket to be available worldwide - But where will it sell?

•   Counterpoint: Apple Reaches its Highest Ever Market Share in China

•   Counterpoint: Global Annual Smartphone Market Grew for the First Time Since 2017; Record Annual Shipments for Apple

•   Counterpoint: US Smartphone Sales Remain Flat YoY in Q4 2021 Due to Shortages of Premium Flagships

•   Counterpoint: Samsung Takes Semiconductor Crown From Intel in 2021

•   Canalys: Global smartphone market returns to pre-COVID-19 level in 2021 despite supply issues

•   Canalys: Canalys: Apple grows 40% to take the crown in China smartphone market in Q4 2021

•   Canalys: India's smartphone market overcame pandemic problems and supply constraints to grow 12% in 2021

•   IHS Markit: Engineering and Construction Costs Rise Again in January on Supply Chain Disruptions, According to IHS Markit

•   DRAMeXchange: 【Market View】Price Drop of NAND Flash Products for 1Q22 Expected to Taper to 8-13% QoQ Decline, Says TrendForce

•   IC Insights: The Real Reason Behind the Automotive Industry IC Shortage—A Step-Function Surge in Demand!

•   SEMI: North American Semiconductor Equipment Industry Posts December 2021 Billings

•   IPC: High Material and Labor Costs Continue to Challenge the Electronics Manufacturing Industry

•   IPC: North American EMS Industry up 0.9 Percent in December

•   IPC: North American PCB Industry Sales Up 16.9 Percent in December

•   Omdia: Global smartphone market ends 2021 with 3.4% YoY growth despite shipment decline in 4Q21

•   한국은행: 조사통계월보 2022년 1월호

•   한국은행: [보도자료] 한국은행, CBDC 모의실험 연구사업 1단계 결과 및 향후 계획

•   한국은행: [보도참고자료] 중앙은행 디지털화폐(CBDC) 주요 이슈별 글로벌 논의 동향 발간

•   한국은행: 2021년 4/4분기 및 연간 실질 국내총생산(속보)

•   한국은행: 2022년 1월 소비자동향조사 결과

•   한국은행: 2021년중 외국환은행의 외환거래동향

•   한국은행: 2022년 1월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: 2021년 12월 무역지수 및 교역조건

•   한국은행: [보도자료] 2021년 12월 금융기관 가중평균금리

•   한국은행: [현지정보] 인공지능(AI) 관련 EU 규정(안)에 대한 ECB의 주요 검토의견

•   한국은행: [현지정보] 최근 영국 인구변동의 주요 특징 및 경제적 영향

•   한국은행: [동향분석] 팬데믹 이후 미국의 기대인플레이션 동향과 연준의 인식 변화

•   한국은행: [현지정보] 2022년 1월 FOMC 회의 결과

•   한국은행: [현지정보] 2022.1월 FOMC 회의 결과에 대한 금융시장 반응 및 시장참가자들의 평가

•   한국은행: [현지정보] 2022.1월 캐나다 중앙은행의 정책회의 결과 및 시장 반응

•   한국은행: 코로나19 이후 경제활동참가율 변동요인 분석: 경제위기별 비교를 중심으로

•   한국은행: 디지털 경제와 시장 독과점 간 관계

•   한국은행: Measuring the Effects of LTV and DTI Limits: A Heterogeneous Panel VAR Approach with Sign Restrictions

•   한국은행: A Counterfactual Method for Demographic Changes in Overlapping Generations Models

•   국제금융센터: ECB의 통화긴축 조기화 가능성 및 영향

•   국제금융센터: 러시아-우크라이나發 지정학적 리스크 점검

•   국제금융센터: 주요 투자은행 환율전망 (1월 24일)

•   국제금융센터: 주간 Global Opinions(1.17~1.23)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.24)

•   국제금융센터: 주간 Wall Street 인사이트(1.24)

•   국제금융센터: [전망 `22 ⑬] 2022년 국제원유시장 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.25)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.26)

•   국제금융센터: 1월 FOMC: 연준 통화긴축 전망 및 영향

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.27)

•   국제금융센터: IMF가 제시한 세계경제 전망 위험요인

•   국제금융센터: 최근 국내외 주가 하락에 대한 해외시각 및 평가

•   국제금융센터: 베이징 동계올림픽의 정치·경제적 영향 점검

•   국제금융센터: [전망 `22 ⑭] 2022년 글로벌 교역 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.28)

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

•   국제금융센터: 세계대륙별 주요국 신용등급 현황(1월말 기준)

•   kotra: 중국 공동부유론과 주요 규제 동향

•   kotra: 2022년 영국 경제 및 산업 전망

•   kotra: [CES 2022 리뷰 1편] 다시 돌아온 글로벌 기술 혁신의 무대

•   kotra: RCEP 발효, 대중 수출과 RVC 재편에 대한 영향은?

•   kotra: RCEP 발효와 중국 무역(1) 주요 포인트와 시사점

•   kotra: 2021년 미국 인플레이션 분석과 현지 반응

•   kotra: 유럽 배터리 소재 생산 허브로 거듭나는 핀란드

•   kotra: 인도네시아, 국내수요 우선 충족을 위한 수출입 제한정책 발표(1)

•   kotra: [CES 2022 리뷰 2편] 신기술이 한자리에 모인 ‘유레카 파크’ 이모저모

•   kotra: 더욱 더 강화되는 독일 기후 보호 정책

•   kotra: 독일, 2022년 자동차시장 신중한 낙관 전망

•   kotra: 반도체 제조시설 유치를 위한 인도의 노력

•   kotra: 글로벌 그린플레이션 현상, 러시아에게 미칠 영향은

•   KDI: KDI 부동산시장 동향 2021년 4/4분기

•   KDI: 나라경제 2022. 2

•   대외경제정책연구원: 주요국의 오미크론 변이 확산 대응전략과 시사점

•   대외경제정책연구원: 중동 3개국 순방 정상외교 성과와 향후 과제

•   EMERiCs: [이슈트렌드] 인도, 암호화폐 규제법안 의회 통과 무산... 당분간 규제 어려울 것으로 보여

•   EMERiCs: [이슈인포그래픽] 인도, 샤오미에 65억 3,000만 루피 수입 관세 추징

•   EMERiCs: [월간정세변화] 동남아 국가별 인플레이션 전망과 그에 따른 통화 정책

•   EMERiCs: [이슈인포그래픽] 미얀마 아웅산 수치, 총 16개 범죄 혐의로 최장 160년 징역형 가능

•   EMERiCs: [이슈트렌드] 인도네시아, 친환경 에너지 부문 투자 활성화 모색

•   EMERiCs: [월간정세변화] 유럽 안보를 둘러싸고 러시아-미국·NATO 간 회담 관련 이슈 발생

•   EMERiCs: [이슈인포그래픽] 카자흐스탄, 1991년 독립 이후 최대 규모 시위 발생

•   EMERiCs: [이슈트렌드] 러시아-서방국, 우크라이나 긴장 완화를 위한 해결안 합의 못 해... 갈등 고조

•   EMERiCs: [이슈트렌드] 벨라루스, 개헌 국민투표일 확정... 미국과 서방국 비난 성명 발표

•   EMERiCs: [월간정세변화] 물가 상승에 시달리는 아프리카, 어두운 2022년 경제 전망 이슈 추이

•   EMERiCs: [월간정세변화] 중동 각국, 오미크론 변이 확산에 따른 조치 시행 이슈 추이

•   EMERiCs: [이슈트렌드] 걸프 국가, 한국 및 중국과 관계 강화 추구

•   EMERiCs: [월간정세변화] 긴축과 완화 사이 고민 깊은 중남미 국가의 통화 정책

•   EMERiCs: [이슈인포그래픽] 칠레 대통령 당선인, 가브리엘 보리치

•   EMERiCs: [월간정세변화] 막대한 인플레이션 이어지는 중동부유럽 물가 상승 이슈 추이

•   EMERiCs: [이슈인포그래픽] 리투아니아, 중국·벨라루스와 갈등

•   EMERiCs: [이슈트렌드] 환경오염 논란을 빚었던 세르비아의 리튬 광산 개발, 마침내 중단

•   EMERiCs: [이슈트렌드] 중동부유럽 물가, 2021년 12월에도 상승세 유지... 기준금리도 덩달아 인상

•   EMERiCs: [이슈트렌드] 中 쌍탄소 및 쌍순환 전략 달성을 위해 제조업 지역 이전 추진

•   EMERiCs: [이슈트렌드] 중국의 경제 성장 둔화가 세계 및 미국 경제에 미칠 영향

•   EMERiCs: [이슈트렌드] 코로나19 위기 속 사상 최대치 기록한 中 교역액, 올해 전망은?

•   EMERiCs: 코로나19 시대 중국의 인바운드 FDI 현황과 전망

•   수출입은행 해외경제연구소: 2021년 4분기 수출실적 평가 및 2022년 1분기 수출 전망

•   수출입은행 해외경제연구소: 2021년 4분기 석유·가스 시장 분기보고서

•   수출입은행 해외경제연구소: 해운 조선업 2021년 및 2021년 4분기 동향과 2022년 전망

•   산업연구원: 산업경기 전문가 서베이조사 결과(1월 현황과 2월 전망)

•   산업연구원: KIET 산업경제 2022년 1월

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2022.01.28)

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제22-2호)

•   포스코경영연구원: 일본 기업의 ESG 경영 트렌드

•   국회예산정책처: NABO 경제·산업동향 & 이슈 (제25호)

•   우리금융경영연구소: 수소차가 늘어날수록 그린수소가 절실하다 - 수소경제, 새로운 패러다임의 등장과 시사점

•   KDB미래전략연구소: 주간 KDB리포트(2022.1.25)

•   KDB미래전략연구소: 수소경제 활성화에 따른 액화수소 필요성 증대

•   외교안보연구소: 2022 비엔나 이란 핵협상 관련 동향과 전망

•   외교안보연구소: 바이든 행정부 출범 1년 평가 및 함의

•   외교안보연구소: 바이든 행정부 신기술 수출통제 정책 동향과 시사점

•   외교안보연구소: 2022년 북핵 동향 평가와 북핵협상 재개 전략 : 북핵 동결을 위한 ‘잠정합의’ 추진 방안

•   외교안보연구소: 2022년 1월 카자흐스탄 사태가 남긴 시사점

•   국가안보전략연구원: 시진핑 주석의 세계경제포럼 연설 분석 및 시사점

•   대한상의: 최근 공급망 불안에 대한 기업실태 조사

•   대한상의: 대한상의, 샌드박스 승인과제 제도개선 현황 분석

•   전경련: 최근 5년 (2015~2019년) 韓제조업 국내외 고용동향과 과제

•   전경련: 2022년 주요산업 수출전망

•   전경련: 2월 전망 기업경기동향조사(BSI)

•   한국경제연구원: 작년 국제원자재 가격 급등으로 생산자물가 5.7%p↑(상승압력), 기업채산성 2.3%p↓(악화)

•   한국경제연구원: 중·고령층 퇴사 후 1년 내 정규직 재취업 비율 9.0%에 불과

•   한국경제연구원: CES 55년간 기술 트렌드 분석과 시사점

•   농촌경제연구원: [세계농업] 제245호 (2022년 1월)

•   기재부: [보도참고] '20년 공공부문 일자리 행정통계 주요내용 및 평가

•   기재부: 국제통화기금(IMF) 22년 1월 세계경제전망(WEO) 업데이트

•   기재부: 22년 국제통화기금(IMF) 연례협의 결과

•   기재부: 「2022년 나라살림 예산개요」 발간

•   기재부: 국제신용평가사 피치(Fitch), 우리나라 국가신용등급을 역대 최고 수준인 "AA-, 안정적"으로 유지

•   통계청: 2021년 12월 및 연간 산업활동동향

•   산업부: (설명자료) 미 정부는 철강 232조치에 대한 한국 정부의 입장을 잘 알고 있음

•   산업부: 국내 그린수소 대량 생산 실증 본격 추진

•   산업부: 국내 최대규모(150MW) 신안태양광 상업운전 시작

•   산업부: 해상풍력 공동접속설비 구축을 위한 한전의 先투자 제도 마련

•   산업부: (참고자료)러시아-우크라이나 정세불안 대비 실물경제 영향 점검 및 대응방안 논의

•   산업부: 에너지공공기관이 한데 뭉쳐 세계 최초로 청정수소 발전 전주기 생태계 구축

•   산업부: 2월1일, 역내포괄적경제동반자협정(RCEP) 국내 발효

•   산업부: 산업부, ’30년 NDC 목표달성 위한 외부감축 활성화 방안 논의

•   산업부: 한미 통상장관 회담 개최

•   국토부: 작년 4분기 지가 1.03% 상승, 거래량은 2.7% 감소

•   노동부: 2021년 12월 사업체노동력조사 결과

•   노동부: "2022년 상반기 주요 업종 일자리 전망" 발표

•   외교부: 한국과 유럽연합, 녹색전환 및 탄소중립 협력 확대 합의

•   금감원: '21년 기업의 직접금융 조달실적

[Magazines]

•   Economist: A war in Ukraine could have global consequences

•   Economist: What are Vladimir Putin’s military intentions in Ukraine?

•   Economist: Markets have fallen because the era of free money is coming to an end

•   Economist: The reasons behind the stockmarket turmoil

•   Economist: Myanmar’s grinding conflict is at risk of being forgotten

•   Economist: Myanmar’s generals have united the country—against themselves

•   Economist: In defence of the consumer welfare standard

•   Economist: What China thinks of possible war in Ukraine

•   Economist: How will Europe cope if Russia cuts off its gas?

•   Economist: Germany’s new chancellor dithers in the face of Russia’s threats

•   Economist: Boris Johnson, the prime minister who can’t say no

•   Economist: The Bank of England is determined to prevent a wage-price spiral

•   Economist: Little sign of compromise over the Northern Ireland protocol

•   Economist: Will China dominate the world of semiconductors?

•   Economist: Will web3 reinvent the internet business?

•   Economist: Why supply-chain problems aren’t going away

•   Economist: When will the semiconductor cycle peak?

•   Economist: Lakshmi Mittal transformed steelmaking. Can his son do it again?

•   Economist: Commodities traders brace for a war in Ukraine

•   Economist: How is Omicron affecting the global economic recovery?

•   Economist: Quantitative tightening is no substitute for higher interest rates

•   Economist: Flying taxis are lining up for certification

•   Forbes: China Built More Offshore Wind In 2021 Than Every Other Country Built In 5 Years

•   Forbes: 2022 Predictions: Edge Computing Takes Center Stag

•   Forbes: As Great Power Tensions Rise, It’s Time to Rethink U.S. Nuclear Policies

•   Fortune: Inside Moderna’s plan to battle Omicron and develop a booster that works against any future variants

•   Fortune: What’s a ‘crypto winter’? Why some investors are scared about a repeat of 2018’s doldrums

•   Bloomberg Businessweek: Where Is the Operation Warp Speed for Covid Testing?

•   Bloomberg Businessweek: What Happens When Russian Hackers Come for the Electrical Grid

•   Bloomberg Businessweek: Is the Stock Market Crashing? 2022 Stress Test Has Companies, Crypto Scrambling

•   Time: Omicron Could Be the Beginning of the End of the COVID-19 Pandemic

•   Time: Why Joe Biden Is Already Losing in Putin's Ukraine Gambit

•   Atlantic: Omicron Is Driving Delta Into the Ground

•   Foreign Policy: Why South Korea’s Presidential Election Matters to the U.S.

•   Foreign Policy: Russia Can Win in Ukraine Without Firing a Shot

•   Foreign Policy: Xi Jinping Is Watching His Back

•   Foreign Policy: Biden Must Do Better Than Obama on Ukraine

•   Foreign Policy: How America Learned to Love (Ineffective) Sanctions

•   Foreign Policy: Ukraine Urges the West To Chill Out

•   Foreign Policy: China’s ‘Wolf Warriors’ Are Having a Field Day With the Russia-Ukraine Crisis

•   Foreign Policy: Europe Isn’t Prepared if Russia Turns the Gas Taps Off

•   Foreign Policy: Is Defending Ukraine Vital to U.S. Security?

•   Foreign Policy: Three Things the World Should Know About Putin

•   Foreign Policy: Why Is Putin Acting Now?

•   Foreign Policy: Biden Ponders the Sanctions Doomsday Device

•   Foreign Policy: Ukraine Is Betting on Militias to Bleed Russia

•   Foreign Policy: Putin’s Calculus Over Ukraine

•   Foreign Policy: The Iran Nuclear Talks’ Breakout Player

•   Foreign Policy: Why U.S. Natural Gas Is No Longer Too Dirty for France

•   Foreign Policy: Stop Panicking About Ukraine—and Putin

•   Foreign Policy: The West Fell Into Putin’s Trap

•   Foreign Policy: Why Germany’s Ukraine Approach Differs From Western Allies’

•   Foreign Policy: Biden’s North Korea Policy Needs Rebooting

•   Foreign Policy: Why India Is Silent on the Ukraine Crisis

•   Foreign Affairs: The Putin Doctrine

•   Foreign Affairs: The MBS Economy

•   Foreign Affairs: China’s Immunity Gap

•   Barron's: America’s Most Popular Housing Markets Have an Inflation Problem

•   Barron's: The Next Recession Is Coming. Here’s How to Time It.

•   Barron's: Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities.

•   Barron's: As Inflation Bites, the Old Economy Has Its Revenge

•   Barron's: Oil Prices Could Reach $100 This Year. It’s Bad for Oil Producers, Too.

•   Barron's: Taiwan Is Not Ukraine

•   Barron's: Russia Looms Over a Tight European Energy Market

•   Barron's: The U.S. Heads Further Down the Path to Managed Trade

•   Barron's: Investors Are Fixated on Interest Rates, But Profit Margins Drive the Market

•   Barron's: The Real Secret of Central Banking: There Are No Maestros

•   Barron's: Vladimir Putin Senses Weakness

•   Barron's: As Inflation Soars, the Fed Looks Everywhere but Inward

•   Windpower Monthly: The highs and lows of 2021: review of the year in wind power

•   Nature: Where did Omicron come from? Three key theories

•   Nature: China’s zero-COVID strategy: what happens next?

•   매경이코노미: 2022 유망기업 베스트20 | 두산밥캣 "두산그룹 뒷받침하는 '캐시카우'

•   매경이코노미: 재계 화두 떠오른 ‘양손잡이 경영’은 주력·혁신 사업 동시에…핵심은 상호 연결

•   매경이코노미: 글로벌 에너지 위기인데 원전 ‘미운털’ 언제까지

•   이코노미스트: 자회사 상장 후 모회사 주가 폭락…최대 57% 떨어져 [스페셜리포트 ①]

•   이코노미스트: 논란의 자회사 IPO, 파티는 끝났다? 규제 초읽기 [스페셜리포트 ②]

•   이코노미스트: 구글과 유튜브가 나스닥에 없는 이유는? [스페셜리포트 ③]

•   주간한국: 스마트폰처럼 車도 무선 업데이트하는 시대

•   월간수소경제: 글로벌 수소차 시장 ① 수소차에 드리운 ‘위기설’ 진단

•   월간수소경제: 글로벌 수소차 시장 ② 현대차가 ‘속도 조절’에 나선 까닭

•   월간수소경제: 해외 청정수소 도입, 최적 공급망은?

•   월간수소경제: 발전용 연료전지 시장, 치열한 경쟁 예고…‘MCFC’의 귀환

•   월간수소경제: 2023년 액체수소 시대 연다

[Books]

•   WSJ: ‘The Economic Weapon’ Review: The Limits of Sanctions, From Abyssinia to Ukraine

•   WP: China’s true ambitions, and what they mean for the U.S.

•   매경: [BOOKS] '뼛속까지 군사전문가' 맥매스터가 본 美中

•   매경: [BOOKS] 실재와 가상 사이, 현실은?

•   한경: [책마을] 삐걱거리는 우리팀, '조직 업데이트'가 필요해

•   한경: [주목! 이 책] 중국을 알지 못하면, 중국을 넘을 수 없다

•   서경: [책꽂이] 오늘의 세계를 알려면 美역사를 보라