Business Intelligence Monitor Weekly 220131~220206

[Reports]

•   IMF: Blog: Latin America’s Strong Recovery is Losing Momentum, Underscoring Reform Needs

•   IMF: Pandemic Scars May be Twice as Deep for Students in Developing Countries

•   IMF: Countries in the IMF Financial Stability Spotlight in 2022

•   IMF: Falling Use of Cash and Demand for Retail Central Bank Digital Currency

•   IMF: Impact of COVID-19 on Attitudes to Climate Change and Support for Climate Policies

•   World Bank: Climate change and poverty: the perfect storm

•   World Bank: 5 lessons from past episodes of debt relief

•   World Bank: Demand and Supply Shocks : Evidence from Corporate Earning Calls

•   World Bank: Public Debt Reporting in Developing Countries

•   OECD: Services trade liberalised in 2021, showing significant decrease in volume and effects of new measures, OECD says

•   OECD: Consumer Prices, OECD - Updated: 3 February 2022

•   WTO: Exports of intermediate goods continue to grow in third quarter of 2021

•   WTO: High shipping rates and digital services sustain services trade recovery in Q3 of 2021

•   WTO: EU initiates WTO dispute complaint regarding Chinese restrictions on trade with Lithuania

•   ILO: After two years of the pandemic, labour market recovery has been insufficient in Latin America and the Caribbean

•   BIS: Money markets, collateral and monetary policy

•   White House: FACT SHEET: President Biden Signs Executive Order to Boost Quality of Federal Construction Projects

•   White House: FACT SHEET: Biden Administration Tackles Super-Polluting Methane Emissions

•   European Commission: EU Taxonomy: Commission presents Complementary Climate Delegated Act to accelerate decarbonisation

•   European Commission: Questions and Answers on the EU Taxonomy Complementary Climate Delegated Act covering certain nuclear and gas activities

•   European Commission: New approach to enable global leadership of EU standards promoting values and a resilient, green and digital Single Market

•   European Commission: Coronavirus: Commission proposes to extend the EU Digital COVID Certificate by one year

•   European Commission: Commission tables proposal for €1.2 billion emergency macro-financial assistance package for Ukraine, as announced by President von der Leyen

•   Fed: Stablecoins: Growth Potential and Impact on Banking

•   Fed: How global risk perceptions affect economic growth

•   FRBNY: Housing Returns in Big and Small Cities

•   FRBNY: Pricing Liquidity without Preemptive Runs

•   St. Louis Fed: Have Fed Asset Purchases Reshaped Bank Balance Sheets? Part 1

•   ECB: Monetary policy decisions

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

•   ECB: Results of the ECB Survey of Professional Forecasters for the first quarter of 2022

•   BoE: Bank Rate increased to 0.5% - February 2022

•   NBER: Economic Winners Versus Losers and the Unequal Pandemic Recession

•   NBER: A Goldilocks Theory of Fiscal Deficits

•   CEPR: This week from CEPR: February 03

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

•   VoxEU: The effects of fiscal measures during COVID-19

•   VoxEU: Discovering the ‘true’ Schumpeter: New insights on the finance and growth nexus

•   VoxEU: Supply chain disruptions and mitigation strategies

•   World Economic Forum: Some companies are trialling a four-day work week. Here’s what they discovered

•   World Economic Forum: What's behind China’s cryptocurrency ban?

•   World Economic Forum: This is how South Korea can become a global innovation hub

•   World Economic Forum: If Omicron is less severe, why are COVID-19 deaths rising?

•   World Economic Forum: The road to an EV future still has a few potholes. Here's how to fix them

•   World Economic Forum: 3 keys to a resilient post-pandemic recovery

•   World Economic Forum: What decarbonizing buildings teaches us about climate priorities

•   World Economic Forum: From promises to action: 6 sustainability stories to watch in 2022

•   World Economic Forum: Web3: The hype and how it can transform the internet

•   World Economic Forum: 5 things to know about India's 2022 budget speech

•   World Economic Forum: The new ‘ROI’ for climate: The ‘risk of inaction’

•   World Economic Forum: These 6 trends are shaping the businesses of the future

•   Brookings: How the U.S. can dominate in the race to national AI supremacy

•   Brookings: The evolution of global poverty, 1990-2030

•   Brookings: Russia’s assault on Ukraine and the international order: Assessing and bolstering the Western response

•   Brookings: Hutchins Roundup: Inflation expectations, foreign investors, and more

•   Brookings: Can President Biden and the Democrats get out of the hole?

•   CSIS: Oil Market Cannot Afford to Lose Russian Supplies

•   CSIS: The CHIPS for America Act: Why It is Necessary and What It Does

•   CSIS: Running Faster and Tripping China

•   CSIS: Ukraine and the Balance of Power: An Inter-theater Perspective

•   CSIS: Global Economics Monthly, January 2022

•   CSIS: The 2022 Beijing Winter Olympics: Destined to Divide?

•   CSIS: Myanmar: The Situation One Year Post-Coup

•   CSIS: Ukraine in Crisis

•   CSIS: China’s Hydrogen Industrial Strategy

•   CSIS: Russia and the Threat of Massive Cyberattack

•   38 North: Understated but Still Important: North Korea’s First IRBM Test Since 2017

•   38 North: North Korea’s Fifth and Sixth Rounds of January Missile Launches

•   McKinsey:COVID-19: Briefing note #90, February 2, 2022

•   KPMG: European Utilities witnessing sustained growth in power demand

•   Visual Capitalist: Visualizing the State of Global Debt, by Country

•   Visual Capitalist: Charted: $5 Trillion in Fossil Fuel Subsidies

•   IEA: Gas Market Report, Q1 2022

•   OPEC: 25th OPEC and non-OPEC Ministerial Meeting concludes

•   WNA: Overwhelming support from college of commissioners for including nuclear in EU green taxonomy

•   Wood Mackenzie: Time to act as momentum builds for CCUS and hydrogen

•   BNEF: Corporate Clean Energy Buying Tops 30GW Mark in Record Year

•   Ember: European Electricity Review 2022

•   Rystad Energy: Super-sized offshore wind installations could suffer bottlenecks from 2024 as vessels remain lightweight

•   KHL: Construction 4.0 key to sustainability

•   IDC: Tablet and Chromebook Shipments Slowed in the Fourth Quarter but Saw Solid Growth for 2021, According to IDC

•   Gartner: Top 10 Semiconductor Buyers Increased Chip Spending by 25.2% in 2021, Says Gartner

•   Strategy Analytics: Record High Smartphone Results for Apple in Q4 2021

•   Strategy Analytics: Notebook PCs Finish 2021 With Record Shipments of 268 Million Units

•   Strategy Analytics: Automotive Semiconductor Outlook – Are We Out of the Woods Yet?

•   Strategy Analytics: Global 5G Smartphone Shipments Overtakes 4G LTE

•   Strategy Analytics: Apple Dominates 5G Smartphone Shipments for 2021

•   Strategy Analytics: Qualcomm fast forwards analyst day target to 2022

•   Strategy Analytics: vivo’s volumes, revenues declined in Q4’21

•   Counterpoint: Europe Smartphone Market Gains 8% YoY in 2021; But COVID-19 Recovery Comes Up Short

•   Counterpoint: India Smartphone Market Records Highest Ever Shipments, Revenue in 2021

•   Canalys: Half a billion PCs and tablets shipped worldwide in 2021

•   IHS Markit: IHS Markit: At Least 350 Million People Worldwide Were Impacted by Major Power Outages in the Past Year as New Power Supply Challenges Emerge

•   IHS Markit: High Costs Sustained by Supply Chain Woes, A Shifting Manufacturing Landscape and New Policy-Driven Investment Among IHS Markit Top Clean Tech Trends for 2022

•   Omdia: Rising sales of smartphones and high-end TVs spark explosive increase in AMOLED display demand in 2021, Omdia reports

•   IC Insights: Sensor/Actuator and Discrete Sales Surge in 2021, Not So for Opto

•   한국은행: 해외경제 포커스(제2022-4호)

※   국제경제리뷰: 미국 고령자 조기은퇴 현상의 주요 요인 분석

•   한국은행: 디지털 신기술을 이용한 실시간 당분기 경제전망(GDP nowcasting) 시스템 개발

•   한국은행: 수출상황 판단 지표별 최근 동향 및 평가

•   한국은행: 금융통화위원회 의사록(2022년도 제1차)(2022.1.14.)

•   한국은행: [현지정보] 유로지역 2021년 4/4분기 GDP성장률 0.3% 기록

•   한국은행: [현지정보] 22.2월 ECB 통화정책회의 결정에 대한 금융시장 반응 및 평가

•   한국은행: [현지정보] 영란은행, '22.2월 통화정책회의 결과 및 시장반응

•   한국은행: [현지정보] 2022년 2월 ECB 통화정책회의 결과

•   한국은행: [현지정보] 2021.4/4분기 미국 GDP 성장률(속보) 6.9%

•   한국은행: [동향분석] 2022.1월 FOMC 이후 미국 통화정책의 주요 이슈 및 향후 전망

•   한국은행: [현지정보] 연준 감독담당 부의장 등 이사 지명자 3인에 대한 상원 인사청문회 주요 내용

•   국제금융센터: [IB 전망] 미국/유로존 정책금리 및 장기금리(표)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.3)

•   국제금융센터: 세계경제·국제금융시장 - 2022 대진단

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.4)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입 지속, 채권 4주 연속 유출

•   국제금융센터: ECB의 `22년 자산매입 종료 및 금리인상 가능성 점증

•   국제금융센터: 영란은행, 금리인상 가속 및 양적긴축 본격화

•   kotra: 2022년 독일 산업을 예측한다

•   kotra: 美 바이든 정부의 반도체 투자 입법 가시권 돌입

•   kotra: 우크라이나 정세 관련 수출 전망과 우리 기업 유의사항

•   kotra: 국가 비상사태 1년 후 미얀마의 경제 상황과 전망

•   kotra: 인도네시아, 국내수요 우선 충족을 위한 수출입 제한 정책 발표(2)

•   kotra: 2022년 미국 제조업 주요 이슈와 전망

•   대외경제정책연구원: 우크라이나 위기와 러·미 갈등: 주요 쟁점과 시사점

•   대외경제정책연구원: 최근 인도네시아의 주요 광물 수출 중단조치의 배경과 시사점

•   국회예산정책처: 2022년도 제1회 추가경정예산안 분석

•   전경련: EU 녹색분류체계 규정(Taxonomy Regulation) 최종안 발표 관련 관련 코멘트

•   로봇산업진흥원: [로봇산업정책동향 2022-01] 로봇산업 대국민 인식조사

•   기재부: 우크라이나 사태 비상대응 TF 회의 개최

•   통계청: 2022년 1월 소비자물가동향

•   산업부: 2022년 1월 수출입 동향

•   산업부: 수소용품 안전관리 강화를 위한「수소법」안전분야 시행

•   산업부: (설명자료)정부는 LNG 직도입 민간 업체를 대상으로 비축의무를 설정하는 방안에 대해 현재 검토하고 있지 않음 (2.4일자 서울경제 ｢에너지 위기라며…민간에 떠넘긴 ‘LNG 비축’」 보도에 대한 설명)

•   국토부: 21년말기준 자동차 등록대수 2,491만 대… 전기차 신규등록 10만대 돌파

•   국토부: ‘21년 공급실적 및 12월 주택통계(미분양, 거래량, 건설실적)

•   노동부: "2020∼2030 중장기 인력수급 전망" 발표

•   외교부: 미얀마 쿠데타 발발 1주년(2.1) 계기 공동성명 발표

•   복지부: 현행 사회적 거리두기 방안 2.20.(일)까지 2주 연장

•   공정위: 대기업집단 계열회사 변동 현황 공개

[Magazines]

•   Economist: Interest rates may have to rise sharply to fight inflation

•   Economist: Why the world is saving too much money for its own good

•   Economist: The global interest bill is about to jump

•   Economist: The Economist’s election modelling should cheer Emmanuel Macron

•   Economist: Beijing’s Winter Olympics symbolise a world divided

•   Economist: The British government’s white paper on “levelling up” falls short

•   Economist: What is behind North Korea’s flurry of missile tests?

•   Economist: Building a metaverse with Chinese characteristics

•   Economist: America is stagnating—demographically, that is

•   Economist: America is uniting against Vladimir Putin

•   Economist: Why Ukraine’s president is talking down the threat from Russia

•   Economist: As Russia menaces Ukraine, eastern European countries grow nervous

•   Economist: How America’s talent wars are reshaping business

•   Economist: How German companies court employees

•   Economist: Why the impressive pace of investment growth looks likely to endure

•   Economist: America prepares the “mother of all sanctions” against Russia

•   Economist: OPEC grapples with a precariously balanced oil market

•   Economist: Why India’s stockmarket is roaring

•   Economist: Why stockmarket jitters have not so far spread to the credit market

•   Economist: China may soon become a high-income country

•   Economist: Why space is about to enter its nuclear age

•   Forbes: Why The US Is Taking So Long To Build A Digital Dollar

•   Forbes: How Can Putin Afford War In Ukraine? His $130 Billion Gold Horde Helps

•   Forbes: Sanctions Against Russia Could Make It Even Harder For Americans To Buy A Car

•   Forbes: 2022: A Year Of Transformative Growth

•   Fortune: 72% of CEOs fear losing their jobs in 2022

•   Bloomberg Businessweek: Biden Is Rebranding Reagan’s Supply-Side Economics to Save His Agenda

•   Bloomberg Businessweek: Apple Daily: Hong Kong Closure is Warning Sign for Fading Media Freedom in China

•   Bloomberg Businessweek: Why Big Tech Needs to Work Harder to Woo Wall Street

•   Bloomberg Businessweek: Google Is Searching for a Way to Win the Cloud

•   Bloomberg Businessweek: China’s Local Governments Are at Risk of a Puerto Rico Moment

•   Bloomberg Businessweek: Rent Inflation Shows That Landlords Have the Upper Hand Again

•   Atlantic: The Reason Putin Would Risk War

•   Atlantic: How Denmark Decided COVID Isn’t a Critical Threat to Society

•   Atlantic: The Crypto Backlash Is Booming

•   Foreign Policy: Why the Chess Metaphor for Putin Is Wrong

•   Foreign Policy: Russia Couldn’t Occupy Ukraine if It Wanted to

•   Foreign Policy: China Can’t Carry the Russian Economy

•   Foreign Policy: How Far Will Xi Go for Putin?

•   Foreign Policy: Biden’s LNG Plans Can’t Save Europe This Winter

•   Foreign Policy: Don’t Blame Putin for Europe’s Energy Crisis

•   Foreign Policy: Will Germany Hobble Western Sanctions Against Russia?

•   Foreign Policy: Is the Party Over for Boris?

•   Foreign Policy: What’s Next for Boris Johnson?

•   Foreign Policy: Modi’s Foreign-Policy Juggling Act

•   Foreign Policy: India’s Economy Could Loom Large in State Elections

•   Foreign Policy: China’s Economy Is Heading Toward Stagnation, Not Collapse

•   Foreign Policy: Sanctions Won’t Undo Myanmar’s Coup

•   Foreign Policy: Xi Jinping Has Transformed China’s Middle East Policy

•   Foreign Policy: Latin America’s Leftists Aren’t Who You Think

•   Foreign Affairs: Can America Rebuild Its Power in Asia?

•   Foreign Affairs: Keep NATO’s Door Open to Ukraine

•   Foreign Affairs: The Bully in the Bubble

•   Foreign Affairs: North Korea Is Becoming an Asset for China

•   Foreign Affairs: How Big Business Is Taking the Lead on Climate Change

•   Foreign Affairs: When Redlines Fail

•   Foreign Affairs: The Supply Chain Crisis and the Future of Globalization

•   Foreign Affairs: Taiwan Can’t Wait

•   Barron's: With Omicron Waning, Here’s What the New Normal Could Look Like

•   Barron's: How Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years

•   Barron's: Coal Prices Remain Strong, Despite Falling U.S. and European Demand. The Reason: Asia-Pacific.

•   Barron's: The Simple Reason Why So Many Can’t Afford Housing

•   Barron's: The Future of Digital Currency Is Arriving Fast. Can the Fed Catch Up?

•   Barron's: Why Investors Are Sticking With China

•   Barron's: The World’s Most Important Number Is Done. The Work To Replace It Continues.

•   Barron's: As the Pandemic Drags on, a Lost Decade Looms for Much of the World

•   Barron's: The Jobs Report Came in Strong. Don’t Celebrate Yet.

•   MIT Technology Review: How Pfizer made an effective anti-covid pill

•   Power Magazine: Infrastructure, Renewables, ESG Initiatives Lead Trends for 2022

•   Power Magazine: Coal Will Remain Prominent for Decades Despite Growing Renewable Power Capacity

•   Power Magazine: Biomass Power: Environmental Benefit or Numbers Game?

•   Power Magazine: POWER Digest [February 2022]

•   Power Magazine: Issues Abound in 2022 for Widespread EV Deployment

•   Power Magazine: We Need Nuclear Energy as Part of the Energy Transition

•   Power Magazine: New Nuclear Isn’t Worth Public Investment

•   Power Magazine: Net-Zero Without Carbon Sequestration Is ‘Virtually Impossible’; Yet Site Acquisition and Permitting Hurdles Hinder Implementation

•   Nature: Scientists deliberately gave people COVID — here’s what they learnt

•   Nature: Will Omicron end the pandemic? Here’s what experts say

•   이코노미스트: 대선토론에 나온 ‘RE100’, 글로벌 기업 참여 늘어나는데 한국은?

•   신동아: 스마트폰 들고 다니는 것처럼 로봇 데리고 다니는 날 온다

[Books]

•   FT: Five books about Putin, Russia and ties to former Soviet republics

•   NYT: Russia, Ukraine and ‘Hybrid Conflicts’

•   조선: 혁신이라던 ‘효도폰’… 왜 시장서 퇴출됐나