Business Intelligence Monitor Weekly 220117~220123

[Reports]

•   IMF: How the IMF Continues to Change To Confront Global Challenges

•   IMF: Has COVID-19 Induced Labor Market Mismatch? Evidence from the US and the UK

•   IMF: Why Jobs are Plentiful While Workers are Scarce

•   IMF: A New Trust to Help Countries Build Resilience and Sustainability

•   IMF: The 'Fiscal Presource Curse': Giant Discoveries and Debt Sustainability

•   IMF: Structural Breaks in Carbon Emissions: A Machine Learning Analysis

•   IMF: Fragile and Conflict-Affected Economies Are Falling Further Behind

•   World Bank: Vaccinating 2 billion and beyond in India

•   World Bank: Here’s a remedy for COVID’s legacy of growing inequality

•   World Bank: What we’ve been reading about the services sector and economic transformation

•   World Bank: What a carbon tax can do and why it cannot do it all

•   UNCTAD: Global Investment Trend Monitor, No. 40

•   OECD: Composite Leading Indicators (CLI), OECD, January 2022

•   OECD: Unemployment Rates, OECD - Updated: January 2022

•   ILO: World Employment and Social Outlook: Trends 2022

•   ADB: Regional Cooperation and Integration in Asia and the Pacific: Responding to the COVID-19 Pandemic and “Building Back Better”

•   BIS: Digital currencies and the soul of money

•   BIS: Monetary policy and endogenous financial crises

•   White House: FACT SHEET: Biden-⁠Harris Administration Announces Historic Investment to America’s Port and Waterway Infrastructure

•   White House: FACT SHEET: Biden-⁠Harris Administration Bringing Semiconductor Manufacturing Back to America

•   Fed: Federal Reserve Board releases discussion paper that examines pros and cons of a potential U.S. central bank digital currency (CBDC)

•   St. Louis Fed: On the Real-Time Predictive Content of Financial Conditions Indices for Growth

•   St. Louis Fed: Bretton Woods and the Growth of the Eurodollar Market

•   ECB: Account of the December monetary policy meeting

•   BoE: On returning inflation back to target - speech by Catherine L Mann

•   BOJ: Statement on Monetary Policy

•   BOJ: Outlook for Economic Activity and Prices (January 2022, full text)

•   BOJ: Minutes of the Monetary Policy Meeting on December 16 and 17, 2021

•   NBER: The Expected, Perceived, and Realized Inflation of U.S. Households before and during the COVID19 Pandemic

•   NBER: Household Spending Responses to the Economic Impact Payments of 2020: Evidence from the Consumer Expenditure Survey

•   NBER: Inequalities in the Times of a Pandemic

•   NBER: Minimum Wages, Efficiency and Welfare

•   CEPR: CEPR Discussion Papers 16 January 2022

•   VoxEU: Tracking business dynamism during the COVID-19 pandemic: New cross-country evidence and visualisation tool

•   VoxEU: Working from home and corporate real estate

•   VoxEU: The impact of shortages on manufacturing in the EU: Evidence from the Business and Consumer Surveys

•   VoxEU: The populist damage to the trading system

•   VoxEU: Japan should lead the global effort to decarbonise: Reflections on the EU’s Carbon Border Adjustment Mechanism

•   World Economic Forum: Winning the Race to Net Zero: The CEO Guide to Climate Advantage

•   World Economic Forum: New Nature Economy Report III: Seizing Business Opportunities in China’s Transition Towards a Nature-positive Economy

•   World Economic Forum: To decarbonize heavy industry, we must focus on industrial clusters

•   World Economic Forum: How to deliver on climate pledges? Look at these industries transitioning to net zero

•   World Economic Forum: Setting a path to green, resilient and inclusive development

•   World Economic Forum: Business leaders must rethink their goals to tackle climate change. Here’s why

•   World Economic Forum: Predictions 2022: CEOs and top leaders share how achieving net-zero targets will reshape the world

•   World Economic Forum: Building an inclusive metaverse starts now. Here's how

•   World Economic Forum: Predictions 2022: CEOs and top leaders share tactics that will speed the net zero transition

•   World Economic Forum: How to accelerate the net-zero transition in transport

•   World Economic Forum: How can Asia achieve a clean energy transition? Examples from 5 countries

•   World Economic Forum: Some vaccines last a lifetime – so why do we need COVID-19 boosters?

•   World Economic Forum: World Economic Forum Annual Meeting 2022 rescheduled to 22-26 May

•   World Economic Forum: Here’s what's needed to build a circular economy

•   World Economic Forum: Davos Agenda: What can we expect of 2022? Highlights and key takeaways

•   Brookings: Russia, China, and beyond: Key U.S. foreign policy challenges

•   Brookings: Taking stock of the new Fed and ECB monetary policy frameworks

•   Brookings: Energy trilemma causes a headache for Germany’s new leaders

•   Brookings: Hutchins Roundup: Stimulus checks, Paycheck protection program, and more

•   Brookings: An overview of Biden’s first regulatory year

•   CSIS: What Does China Stand to Gain by Hosting the 2022 Winter Olympics?

•   CSIS: The Biden Boycott of the 2022 Beijing Winter Olympics

•   CSIS: Will America Squander Its New Sputnik Moment?

•   CSIS: Credibility Gap for Carbon-Neutral LNG

•   CSIS: Can European Energy Cope with a Conflict in Ukraine?

•   38 North: Implications of the Second Launch of North Korea’s Second “Hypersonic” Missile

•   McKinsey:COVID-19: Briefing note #88, January 19, 2022

•   Visual Capitalist: Ranked: Nuclear Power Production, by Country

•   Visual Capitalist: Visualizing China’s Dominance in Clean Energy Metals

•   IEA: Oil Market Report - January 2022

•   OPEC: MOMR January 2022

•   Wood Mackenzie: Energy transition may shave 2% off global GDP by 2050

•   Rystad Energy: Nuclear investments on the rise: More than $90 billion to be spent in next two years, with more coming as 52 reactors in the works

•   Gartner: Gartner Forecasts Worldwide IT Spending to Grow 5.1% in 2022

•   Gartner: Gartner Says Worldwide Semiconductor Revenue Grew 25.1% in 2021, Exceeding $500 Billion For the First Time

•   Strategy Analytics: Xiaomi Launches More 5G Models

•   Strategy Analytics: Honor Grabs Record 4% Smartphone Revenue Share

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

•   Counterpoint: Global PC Shipments up 3.1% YoY in Q4 2021; Component Supply Improving

•   IHS Markit: IHS Markit: Why the Great Supply Chain Disruption Will Continue in 2022

•   DRAMeXchange: 【Market View】As Pandemic Resurges, Certain Productions Lines Suspended at Murata Fukui Takefu but Yet to Affect Production or Shipping, Says Trendforce

•   IC Insights: IC Sales Seen Growing by Double-Digits for Third Year in a Row

•   IFR: China Aims for Global Leadership in Robotics with new 5-year Plan

•   한국은행: 해외경제 포커스(제2022-3호)

※   국제경제리뷰: 중국의 소득 불평등 현황과 재분배정책 추진에 대한 평가

•   한국은행: 우리나라 고용구조 변화의 특성 분석: 산업 간 이동을 중심으로

•   한국은행: 최근 원화 약세 원인 분석

•   한국은행: 기후변화가 생산성에 미치는 영향

•   한국은행: 팬데믹 이후 재택근무 확산과 경기완충 효과

•   한국은행: 2021년 12월 생산자물가지수

•   한국은행: 2021년 12월중 거주자외화예금 동향

•   한국은행: [현지정보] 인민은행, MLF와 역RP금리 인하

•   한국은행: [현지정보] 바이든 대통령, 연준 감독부의장 및 이사 2명 지명 발표

•   한국은행: [현지정보] 최근 중국 부동산시장 동향 및 정책 대응

•   한국은행: [현지정보] 중국 2021년 경제성장률 8.1%

•   한국은행: [현지정보] 최근 영국 정부의 코로나19 대응 변화 및 배경

•   한국은행: [현지정보] 연준, 중앙은행 디지털통화(CBDC) 보고서 주요 내용

•   국제금융센터: 미국 국채시장 유동성 저하 배경 및 시사점

•   국제금융센터: 인플레이션 리스크 시기 주요 안전통화의 명암

•   국제금융센터: 주간 Global Opinions(1.10~1.16)

•   국제금융센터: 주간 Wall Street 인사이트(1.17)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.17)

•   국제금융센터: 중국, `21년 4분기 GDP 4.0% 증가: 경기둔화 우려 완화

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.18)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.19)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(1.20)

•   국제금융센터: 글로벌 지속가능(Sustainable) 채권 발행 동향 및 전망

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

•   kotra: 글로벌 모빌리티 시장 동향 2021

•   kotra: 2022년 중국 수출입 관세 방안 ① 수입(대중 수출)

•   kotra: 2022년 중국 수출입 관세 방안 ② 대외수출

•   kotra: 2022 미국 경제 동향 및 전망

•   kotra: 일본, 2022년 1월 RCEP 발효로 거대 FTA 탄생

•   kotra: 중국의 고용시장 동향 및 전망

•   kotra: 아르헨티나, 2022년 성장 지속

•   kotra: 중국, 2022년 새해부터 시행하는 정책

•   kotra: 미국의 SWIFT 금융제재에 대비하는 러시아 행보

•   kotra: 2021년 중국 신에너지차 산업 동향

•   kotra: 2021년 중국 2차전지 산업 동향

•   kotra: 코로나19로 가속화된 무인화

•   kotra: 브라질 원자력산업 트렌드 및 기회요인

•   KDI: KDI-브루킹스연구소 『패러다임 변화: 디지털 시대의 성장, 금융, 일자리 및 불평등』 공동연구 보고서 발간회

•   대외경제정책연구원: 중국의 탄소중립 정책 주요 내용 및 전망

•   EMERiCs: [동향세미나] 스리랑카 디폴트 우려의 배경 및 전망

•   EMERiCs: [동향세미나] 베트남, 개방 이후 최저 성장률 기록

•   EMERiCs: [이슈트렌드] 필리핀, 외국인직접투자 및 외환보유 증가 추세... RCEP 비준 촉구

•   EMERiCs: [이슈트렌드] 미얀마, 아웅산 수 치에 4년형 추가 선고

•   EMERiCs: [전문가오피니언] 카자흐스탄 반정부 시위, 정치·경제적 배경과 국제관계 분석

•   EMERiCs: [동향세미나] 카자흐스탄 반정부 시위 발생 배경 및 시사점

•   EMERiCs: [동향세미나] 칠레, 좌파 대통령 당선과 향후 경제정책 전망

•   EMERiCs: [동향세미나] EU, 원자력 및 천연가스 발전의 ‘그린 택소노미’ 편입 추진

•   EMERiCs: [이슈트렌드] 중동부유럽, 지난 10년간 인구 감소세 나타나

•   EMERiCs: [이슈트렌드] 中 원자재 분야 통합 계획 첫 출범

•   EMERiCs: [이슈트렌드] 中 정부의 춘절 이동 지양 권고가 중국 내수 경제에 미칠 영향

•   EMERiCs: [이슈트렌드] 中 올해도 지역별 최저임금 인상 이어질 전망

•   EMERiCs: 중국 부동산시장 과연 위기인가?

•   EMERiCs: 탄소중립 실현을 위한 중국의 CCUS 산업‧정책 동향

•   EMERiCs: 중국 新경제개발 5개년 계획 시행이 우리나라 기업에 미치는 영향

•   수출입은행 해외경제연구소: '22 월간 국내외 경제 및 산업 동향 1월호

•   산업연구원: 제조업 경기실사지수(BSI) 조사결과(`21.4분기 현황과 `22.1분기 및 연간전망)

•   산업연구원: 중국진출 한국기업 경기실태조사 결과(`21.4분기 현황과 `22.1분기 및 연간전망)

•   에너지경제연구원: 에너지포커스 2021년 겨울호

•   글로벌에너지협력센터: Global Energy Weekly Briefing (2022.1월 3주차)

•   현대경제연구원: 코로나 위기 만 2년의 경제·산업구조 변화와 시사점

•   포스코경영연구원: 청정수소 생태계, 산업용 수소와 산업 간 협력 모델 주목

•   국회입법조사처: 미래 소득보장제도 비교분석: 기본소득과 안심소득(음의소득세)

•   금융연구원: 수출 급변동 조기예측모형: 코로나19 사례를 중심으로

•   금융연구원: 금융브리프 31-02

•   하나금융경영연구소: (CEO 경영이슈) 글로벌 반도체 생태계 변화와 전망

•   하나금융경영연구소: HIF월간 산업 이슈(1월)

•   하나금융경영연구소: 하나금융포커스 [제12권 2호]

•   KDB미래전략연구소: 주간 KDB리포트(2022.1.17)

•   KDB미래전략연구소: EIB 기후적응 계획의 주요 내용

•   외교안보연구소: UAE 석유 시설 드론 피습 사건 관련 함의

•   외교안보연구소: 중국 국가자본주의 기술굴기와 그 함의

•   국가안보전략연구원: 북한의 연이은 미사일 시험발사, 평가와 전망

•   국가안보전략연구원: 국제질서의 변동에 대한 미중 대결 중심 시각의 한계와 우크라이나 위기

•   국가안보전략연구원: 러시아·우크라이나 갈등의 복합적 함의: 신안보 전략적 해석

•   대한상의: 2022년 개선된 세법 주요 내용과 향후 과제

•   전경련: 500대 기업 노동현안 설문조사

•   전경련: 2022 주요국 정책방향과 한국의 대응

•   한국경제연구원: 국제원자재 가격급등의 기업 채산성 생산자물가에의 영향

•   기재부: 「2022년 재정운용 심포지엄」 개최

•   기재부: 2022년 추가경정예산안

•   통계청: 2020년 공공부문 일자리통계

•   산업부: (설명자료)국내 그린수소 실증 연구개발 과제의 단계적 진행을 통해 안정적이고, 체계적인 그린수소 생산 및 활용방안을 마련해 가고 있음

•   산업부: 2021년 12월 및 연간 자동차산업 동향(잠정)

•   산업부: 전기차 보조금, 물량 확대 및 고성능 중심으로 개편

•   산업부: (설명자료)에너지기본계획 근거조항을 에너지법으로 이관하는 내용의 에너지법 개정안이 국회 산중위 계류중임(내일신문 1.20)

•   산업부: 민관합동「해상풍력 TF(점검반)」2차회의 개최

•   노동부: 중대재해처벌법 시행 준비상황 발표

•   환경부: 2022년 경제·사회 전 분야에 탄소중립·녹색전환 본격 추진

[Magazines]

•   Economist: Big tech’s supersized ambitions

•   Economist: What America’s largest technology firms are investing in

•   Economist: The parable of Boris Johnson

•   Economist: Momentum is building for war in Ukraine

•   Economist: As war looms larger, what are Russia’s military options in Ukraine?

•   Economist: The rising cost of China’s property and pandemic curbs

•   Economist: As China’s economy slows, policymakers seek to revive growth

•   Economist: Both main candidates for the South Korean presidency are reviled

•   Economist: Staffing shortages in America are a glimpse into its future

•   Economist: Arguments over compulsory covid-19 vaccination are raging across Europe

•   Economist: Can China create a world-beating AI industry?

•   Economist: What is ExxonMobil’s new climate strategy worth?

•   Economist: Just how gummed up are supply chains?

•   Economist: The race to dominate the DeFi ecosystem is on

•   Economist: America’s labour shortages have done little to boost perks for workers

•   Economist: Why the bias for debt over equity is hard to dislodge

•   Economist: Economists are revising their views on robots and jobs

•   Forbes: ESG: Environmental, Social, Greenwashing?

•   Forbes: Five Tech Trends To Watch In 2022

•   Forbes: The Metaverse Set Off A Battle Between Tech Giants Google, Apple, Microsoft And Meta To Build Virtual And Augmented Reality Headsets

•   Fortune: CEOs look to 2022 with optimism, with a focus on combating climate change

•   Fortune: Investing in the metaverse: 13 stocks to buy for 2022

•   Fortune: The housing boom isn’t over yet, predicts a top analyst who sees a 12% increase this year

•   Fortune: Green hydrogen has long been hyped as a replacement for fossil fuels. Now, one of the industry’s biggest players is preparing its IPO

•   Bloomberg Businessweek: One Year Into His Term, Biden Finds Himself Boxed In on China

•   Bloomberg Businessweek: One Year Into His Presidency, Biden Hits a Wall. Can He Recover?

•   Bloomberg Businessweek: To Tame Inflation, the Fed Needs to Get Into Your Head

•   Bloomberg Businessweek: Beijing Winter Olympics Will Spotlight a Richer, More Confident China

•   Time: How the Biden Administration Lost Its Way

•   Atlantic: Will Omicron Leave Most of Us Immune?

•   Atlantic: The COVID-Risk Social Contract Is Under Negotiation

•   Foreign Policy: What a ‘Minor’ Russian Incursion Into Ukraine May Look Like

•   Foreign Policy: The West’s Weapons Won’t Make Any Difference to Ukraine

•   Foreign Policy: Half Measures Are Worse Than Nothing in Ukraine

•   Foreign Policy: ‘Don’t Freaking Test Us’: U.S. Sanctions Alleged Intelligence Operatives Undermining Ukraine

•   Foreign Policy: As the U.S. and Russia Talk Ukraine, Where’s Europe?

•   Foreign Policy: India Seeks to Escape an Asian Future Led by China

•   Foreign Policy: U.S.-China Detente Would Pose Its Own Dangers

•   Foreign Policy: A Russia-Ukraine War Could Ripple Across Africa and Asia

•   Foreign Policy: A New Chapter for Iran and Russia

•   Foreign Policy: Is Biden’s Foreign Policy Grade A Material?

•   Foreign Policy: A “New Cold War” to Decide the Future of Europe—and the World

•   Foreign Policy: Macron Hitches His Reelection to Europe

•   Foreign Policy: Why Gains for U.S. Workers Are Good for the World

•   Foreign Policy: Defining the Biden Doctrine

•   Foreign Policy: Biden and Asia: Modest Progress, Ongoing Confusion

•   Foreign Policy: When America Invaded China

•   Foreign Policy: The United States’ Nuclear Security Infrastructure Is Dangerously Old

•   Foreign Affairs: The Day After Russia Attacks

•   Foreign Affairs: The Pandemic of Unknowns

•   Foreign Affairs: How to Prevent COVID’s Next Comeback

•   Foreign Affairs: America Needs a Bolder Biden

•   Foreign Affairs: America’s Coming Age of Instability

•   Foreign Affairs: Macron’s Flawed Vision for Europe

•   Foreign Affairs: The Overstretched Superpower

•   Foreign Affairs: Time for NATO to Close Its Door

•   Foreign Affairs: America Has No Good Options on Iran

•   Foreign Affairs: The Hidden Toll of Sanctions

•   Foreign Affairs: The Pandemic of Unknowns

•   Barron's: An Honest Evaluation of the U.S. Inflation Outlook

•   Barron's: The Right Way to Read Unemployment Data

•   MIT Technology Review: How a Russian cyberwar in Ukraine could ripple out globally

•   Power Magazine: Ruling Issued in GE’s Legal Dispute with Siemens Gamesa—and the Winner Is?

•   Power Magazine: Renewables’ Share of U.S. Power Will Keep Upward Trajectory

•   매경이코노미: 글로벌 에너지 위기인데 원전 ‘미운털’ 언제까지

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

•   한경비즈니스: 뉴 노멀이 된 ‘탄소 중립’, 이번엔 공급망 혁신

•   한경비즈니스: 빨라지는 긴축 시계…2022 채권 투자 전략은

•   한경비즈니스: 1200원대 진입한 원·달러 환율, 미·중 움직임에 달렸다[한상춘의 국제경제 심층 분석]

•   이코노미조선: [Interview] ‘AI100’ 프로젝트 총괄 마이클 리트만 美 브라운대학 컴퓨터과학부 교수 “AI 덕분 자연 파괴 없이 어울려 사는 해결책 찾을 수 있을 것”

•   이코노미조선: 카카오·네이버·하이브 등 플랫폼 기업 시총 급증 주도

•   이코노미스트: 간만 보던 기업들 메타버스 적극 도입…주요 기업 키워드는

•   월간로봇기술: 일본의 인구 및 노동력 변화와 로봇 시장 동향

[Books]

•   매경: 일본이 한국의 미래?…이젠 한국이 역전했다[Books]

•   매경: [Books&Biz] '기하급수의 성장 시대'를 맞는 우리의 자세

•   한경: [책마을] K배터리 미래, 전고체에 달렸다