Business Intelligence Monitor Weekly 220207~220213

[Reports]

•   IMF: Euro Area Policies: 2021 Article IV Consultation with Member Countries on Common Euro Area Policies-Press Release; Staff Report; and Statement by the Executive Director for Member Countries

•   IMF: Europe’s Consumers are Sitting on 1 Trillion Euros in Pandemic Savings

•   IMF: The Future of Money: Gearing up for Central Bank Digital Currency

•   IMF: Transcript of IMF Press Briefing

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

•   World Bank: Infrastructure Stimulus and Finance: A Rethink

•   World Bank: Global income inequality and the COVID-19 pandemic in three charts

•   World Bank: Making climate policies work for firms

•   World Bank: Understanding and Predicting Job Losses due to COVID-19 : Empirical Evidence from Middle Income Countries

•   OECD: Growth and economic well-being: Third quarter 2021, OECD

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

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

•   BIS: Dollar beta and stock returns

•   BIS: Covid-19 and the monetary-fiscal policy nexus in Africa

•   White House: Joint Statement on the U.S.-EU Energy Council

•   White House: Readout of President Biden’s Meeting with Chancellor Olaf Scholz of Germany

•   White House: FACT SHEET: Biden-⁠Harris Administration Ensuring Future is Made in America

•   White House: Readout of President Biden’s Meeting with Economists on the Benefits of Infrastructure Investment

•   White House: FACT SHEET: Indo-Pacific Strategy of the United States

•   White House: Press Briefing by Press Secretary Jen Psaki and National Security Advisor Jake Sullivan, February 11, 2022

•   White House: Background Press Call by a Senior Administration Official on the President’s Call with Russian President Vladimir Putin

•   U.S. Department of Commerce: WHAT THEY ARE SAYING: Industry and Labor Applaud U.S. Trade Deal with Japan to Counter Unfair Trade Practices by China

•   European Commission: Digital sovereignty: Commission proposes Chips Act to confront semiconductor shortages and strengthen Europe's technological leadership

•   European Commission: Winter 2022 Economic Forecast: Growth expected to regain traction after winter slowdown

•   FRBNY: Robust Mortgage and Auto Loan Originations Help Drive Total Household Debt to $15.58 Trillion in Q4 2021

•   FRBNY: The Federal Reserve and U.S. Treasury Did Not Intervene in FX Markets During the Fourth Quarter

•   FRBNY: Car Prices Drive Up Borrowing

•   FRBNY: The Future of Payments Is Not Stablecoins

•   FRBSF: Searching for Maximum Employment

•   St. Louis Fed: Supply Chain Disruptions During the COVID-19 Recession

•   St. Louis Fed: The Dynamics of International Shipping Supply

•   St. Louis Fed: How Uneven Were the Labor Market Recoveries across U.S. States?

•   ECB: Christine Lagarde: Hearing of the Committee on Economic and Monetary Affairs of the European Parliament

•   ECB: Luis de Guindos: Managing Europe’s economic recovery after the pandemic

•   ECB: Bottlenecks and monetary policy

•   ECB: Isabel Schnabel: Q&A on Twitter

•   ECB: Christine Lagarde: Interview with Redaktionsnetzwerk Deutschland

•   BoE: Monetary policy with a steady hand - speech by Huw Pill

•   RBI: Monetary Policy Statement, 2021-22 Resolution of the Monetary Policy Committee (MPC) February 8-10, 2022

•   RBI: RBI releases the results of Forward Looking Surveys

•   National Portal of India: Union Budget FY 2022-2023

•   NBER: Quantum Economic Advantage

•   CEPR: CEPR Discussion Papers 02 February 2022

•   VoxEU: IMF surcharges: A lose-lose policy for global recovery

•   VoxEU: Anchoring inflation expectations in emerging and developing economies

•   VoxEU: Debt: The eye of the storm – the 24th Geneva Report on the World Economy

•   VoxEU: Surging inflation in the UK

•   VoxEU: The impact of monetary policy on income and wealth inequality

•   World Economic Forum: Net-zero: How can we prioritize the delivery of promises in 2022?

•   World Economic Forum: 3 reasons why private equity can lead the charge on ESG strategy

•   World Economic Forum: When the chips are down: How the semiconductor industry is dealing with a worldwide shortage

•   World Economic Forum: Europe is beating its renewable energy targets. Which countries are leading the charge?

•   World Economic Forum: These 5 robots could soon become part of our everyday lives

•   World Economic Forum: Businesses need clearer governance to get to net zero - CEO survey

•   World Economic Forum: How to accelerate and strengthen the global economy

•   World Economic Forum: What is nuclear fusion? The science explained

•   Brookings: How is US, NATO diplomacy addressing Russian troop buildup?

•   Brookings: What’s causing inflation in the U.S. and how we can get out of it

•   Brookings: Why is unification so unpopular in Taiwan? It’s the PRC political system, not just culture

•   Brookings: Hutchins Roundup: Working mothers, property taxes, and more

•   Brookings: How to fix America’s broken housing systems

•   CSIS: The Solar Panel Decision and Signs of a Functional Congress

•   CSIS: The European Union’s Digital Markets Act: A Primer

•   CSIS: The Future of European Energy: A Conversation with EU Energy Commissioner Kadri Simson

•   CSIS: Chip Shortages in the Light of Geopolitics and Climate Change

•   CSIS: China May Move beyond Zero-Covid. That Could Benefit Us All.

•   CSIS: A Liberal Silent Majority in China? A Big Data China Event

•   McKinsey:COVID-19: Briefing note #91, February 9, 2022

•   Visual Capitalist: Ranked: The Top 10 Countries by Energy Transition Investment

•   IEA: Oil Market Report - February 2022

•   EIA: Short-Term Energy Outlook

•   EIA: Uncertainty in Coal Trade in India and Greater Southeast Asia

•   OPEC: MOMR February 2022

•   Wood Mackenzie: Community solar sector to beat earlier 5-year forecast by 9%

•   Rystad Energy: Hydropower floodgates opening: 2022 investments set to soar and drive global capacity to above 1,200 GW

•   Rystad Energy: Russia-Ukraine tensions could jeopardize 30% of European gas demand – US LNG can play a role in bridging the gap

•   Rystad Energy: Utility-scale renewable capacity additions set to pass 220 GW for the first time, but slowdown may be imminent

•   IDC: India's Smartphone Market Grew by 7% in 2021, Despite Continued Pandemic Related Challenges, says IDC

•   Gartner: Gartner Predicts 25% of People Will Spend At Least One Hour Per Day in the Metaverse by 2026

•   Gartner: Gartner Says More Than Half of Enterprise IT Spending in Key Market Segments Will Shift to the Cloud by 2025

•   Strategy Analytics: NVIDIA-Arm: Now What?

•   Strategy Analytics: Xiaomi’s Regional Mix Improved in Q4 2021

•   Counterpoint: MEA Smartphone Market Grows 13% YoY in 2021 as Digital Adoption Accelerates

•   Counterpoint: Vietnam Smartphone Shipments Double QoQ in Q4 2021, Up 15% YoY; Samsung Retains Top Spot

•   Counterpoint: Key Southeast Asian Countries’ Smartphone Shipments Cross Pre-pandemic Levels in 2021; Xiaomi, realme, Apple Achieve Highest Ever Volumes

•   IHS Markit: IHS Markit: LNG Imports to Europe Would be Sufficient to Overcome Shutoff of Russia Gas Flows Through Ukraine

•   DRAMeXchange: 【Market View】8-inch Wafer Capacity Remains Tight, Shortages Expected to Ease in 2H23, Says TrendForce

•   DRAMeXchange: 【Market View】NAND Flash Pricing Set to Spike 5-10% in Q2 Due to Material Contamination at WDC and Kioxia, Says TrendForce

•   IC Insights: Semiconductor Sales To Rise at 7.1% CAGR Through 2026

•   SEMI: Worldwide Silicon Wafer Shipments and Revenue Set New Records in 2021, SEMI Reports

•   Omdia: Data centers can support the electric grid in a boost to global renewable energy and sustainability initiatives according to Omdia

•   A3: Robot Sales in North America Have Strongest Year Ever in 2021

•   한국은행: 해외경제 포커스(제2022-5호)

※   국제경제리뷰: 글로벌 친환경차 시장 동향 및 특징

•   한국은행: 최근 공급차질 및 감염병 상황이 제조업 재고에 미친 영향

•   한국은행: 2022년 1월말 외환보유액

•   한국은행: [보도참고자료] 뉴스심리지수(NSI) 실험적 통계로 공개

•   한국은행: 2021년 12월 국제수지(잠정)

•   한국은행: 2022년 1월 이후 국제금융·외환시장 동향

•   한국은행: 2022년 1월중 금융시장 동향

•   한국은행: [현지정보] 중국 1월 제조업 PMI 소폭 하락

•   한국은행: [현지정보] 美 2022.1월 고용지표 내용 및 뉴욕 금융시장 반응

•   한국은행: [동향분석] 최근의 미국경제 상황과 평가(2022.2월)

•   한국은행: [동향분석] 최근 유로지역 경제동향 및 전망(2022.1월)

•   한국은행: [현지정보] 홍콩 코로나 확산세 심화 및 대응조치

•   한국은행: Housing Wealth, Labor Supply, and Retirement Behavior: Evidence from Korea

•   국제금융센터: 주간 Global Opinions(1.31~2.6)

•   국제금융센터: 주요 투자은행 환율전망 (2월 7일)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.7)

•   국제금융센터: 주간 Wall Street 인사이트(2.7)

•   국제금융센터: 글로벌 외환시장의 변동성 확대 위험 점검

•   국제금융센터: 외국인의 국내 주식투자자금 관련 주요 이슈

•   국제금융센터: 주요 투자은행의 세계경제 및 주요국 성장률 전망(2022.1월말 기준)

•   국제금융센터: 주요 투자은행의 아시아 주요국 경제지표 전망(2022.1월말 기준)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.8)

•   국제금융센터: 원/달러 환율 상승에도 불구 스왑베이시스 축소

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.9)

•   국제금융센터: 주요국 통화정책 차별화의 영향 점검

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.10)

•   국제금융센터: 미국 국채금리(10년) 2% 상회

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.11)

•   국제금융센터: [22.2월] 글로벌 리스크 워치

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입 큰 폭 확대, 채권 5주 연속 유출

•   kotra: 주요국 수소경제 동향 및 우리기업 진출전략

•   kotra: 2021년 하반기 對韓 수입규제 동향

•   kotra: 2021년 글로벌 벤처투자 트렌드

•   kotra: 이탈리아 2022년 경제 동향

•   kotra: 영국, 코로나19 정부 대응 변화 및 배경

•   kotra: 2021년 중국 경제성장률 8.1%…경기 둔화 추세 뚜렷

•   kotra: 중국 반도체 시장 동향: 자국 공급망 강화 추세

•   kotra: 스페인, 2021년 5.0% 경제성장률 달성

•   kotra: 2022 美 국제 무역 및 물류 동향 세미나 참관기

•   kotra: 브렉시트 1년, 영국 경제 및 EU관계 전망

•   kotra: 이차전지 공급망 확대 전망에 따른 호주 핵심광물 행보

•   kotra: 2022년 베트남 사회경제발전목표

•   kotra: 미, 흑연 공급망 의존도 높은 중국에서 벗어날까

•   kotra: 탄소 중립 에너지 전환을 위한 프랑스의 배터리 생산 전략

•   kotra: 미국 주택 시장 현황과 전망

•   kotra: 중국 자동차 시장, 4년 만에 플러스 전환

•   kotra: 독일, 자율 이동 로봇, 코로나 19 위기를 틈타 본격 성장궤도 진입

•   kotra: 미국 경기 부양 지원금의 영향과 노동 시장 전망

•   kotra: 러시아 탄소배출 감축 정책과 수소시장 동향

•   kotra: NFT(Non-Fungible Token) 시장에 뛰어드는 중국 IT 공룡기업

•   kotra: 중국 자동차 배터리 시장 트렌드

•   KDI: KDI 경제동향 2022. 2

•   KDI: KDI 북한경제리뷰 2022년 1월

•   EMERiCs: [동향세미나] 인도네시아, 2021년 무역흑자 14년 만에 최고치 기록

•   EMERiCs: [Russia·CIS Talk] 글로벌 탈(脫)탄소화 전환기조, 러시아 경제에 미친 영향은?

•   EMERiCs: [동향세미나] 최근 우크라이나 위기 속 노드스트림-2 동향과 전망

•   EMERiCs: [이슈트렌드] 中 5G 발전의 새로운 이정표, ‘5G RCS 상용화’

•   EMERiCs: [이슈트렌드] 中, 러시아-우크라이나 사태에 강온양면책 구사

•   EMERiCs: [이슈트렌드] 中 2025년까지 NEV 로컬브랜드 점유율 80%로 끌어올릴 것

•   EMERiCs: [이슈트렌드] 中 2022년 지방양회 핵심 키워드

•   산업연구원: 산업과 기업의 부실징후 변화와 시사점

•   산업연구원: 베트남진출기업 공급사슬, 경영환경 및 전망과 대응

•   산업연구원: '대전환 시대, 탄력적 글로벌가치사슬(GVC) 구축' 해외연사 초청웨비나

•   산업연구원: '미중갈등 대응전략 정책토론회'

•   글로벌에너지협력센터: Global Energy Weekly Briefing (2022.1월 4주차)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (2022.2월 1~2주차)

•   현대경제연구원: OECD 1위의 경제 원유의존도， 그 개선이 시급하다 - 국제유가 상승이 산업경쟁력에 미치는 영향과 시사점

•   포스코경영연구원: 일의 미래, 체질 개선을 통한 대응이 필요하다

•   금융연구원: 금융브리프 31-03

•   하나금융경영연구소: 하나금융포커스 [제12권 3호]

•   우리금융경영연구소: 1월 급락한 주가지수가 2월 소폭 반등할 전망 - 2월 금융시장 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2022.2.7)

•   KDB미래전략연구소: 국제긍융시장 1월 동향 및 2월 전망

•   대한상의: [ESG 뉴스레터 2022년 2월호]

•   전경련: 「국민연금 대표소송, 바람직한가」 좌담회

•   전경련: 기업올림픽(2021 포춘 글로벌 500 분석)

•   전경련: 300대 기업 2022 ESG 사업 키워드

•   전경련: 해외진출 제조기업 리쇼어링의 경제적 효과

•   전경련: 지난 10년간 글로벌 M&A 현황 비교: G5 vs 한국

•   전경련: 원화의 기축통화 편입 추진 검토 필요

•   한국경제연구원: 월급 올라도 체감 못하는 이유 있었네...5년간 월급 17.6% 오를 때, 근로소득세·사회보험료 부담은 39.4% 증가

•   경총: 한국경영자총협회, 「한‧일‧EU 업종별 임금수준 국제비교」 발표

•   경총: 경총, 「노동이사제 도입 시 문제점」 노동정책이슈보고서 발표

•   기재부: 21년 세법개정 후속 시행규칙 개정안

•   기재부: 2021회계연도 총세입·총세출 마감 결과

•   기재부: 제7차 경제안보 핵심품목 TF 겸 제2차 우크라이나 사태 비상대응 TF 회의 개최

•   통계청: 2021년 4/4분기 및 연간 제조업 국내공급동향

•   통계청: 2021년 4/4분기 및 연간 시도 서비스업생산 및 소매판매 동향

•   산업부: 충성! 로봇 조리병 육군훈련소 배치, 신고합니다!

•   산업부: 한-영 자유무역협정(FTA) 개선 추진 선언 및 핵심 공급망 협력 양해각서(MOU) 체결

•   산업부: 산업부, 도시가스에 수소혼입 실증 본격 추진

•   산업부: 국제유가 동향 및 석유수급 대응계획 점검

•   산업부: 「글로벌 공급망(GVC) 분석센터」 출범

•   산업부: 해외투자를 통한 온실가스 감축 추진을 위한 「산업·에너지 부문 온실가스 국제감축사업 협의체」 출범

•   산업부: 민관합동「해상풍력 점검반(TF)」제3차 회의(동남권) 개최

•   노동부: 중대재해처벌법 시행에 따른 "2022년 산업안전감독 종합계획" 발표

•   복지부: 오미크론 특성을 고려한 방역·재택치료 체계 구축

•   금융위: [보도자료] 2022년 1월중 가계대출 동향(잠정)

•   금감원: 2021년 IPO 시장동향 분석

[Magazines]

•   Economist: What would happen if financial markets crashed?

•   Economist: Diplomacy has created an opening for detente in Ukraine, but beware a trap

•   Economist: How Russia has revived NATO

•   Economist: The truth about dirty assets

•   Economist: India’s democracy is not as healthy as this month’s elections make it seem

•   Economist: The elections in Uttar Pradesh will show where India is headed

•   Economist: South Korea wants to become one of the world’s biggest arms exporters

•   Economist: Kishida Fumio’s “new capitalism” is many things, but it is not new

•   Economist: Wang Huning’s career reveals much about political change in China

•   Economist: Messing up, Biden-style

•   Economist: Nuclear talks with Iran enter the endgame

•   Economist: Despite thriving trade, China’s relationship with Brazil is weakening

•   Economist: A beleaguered Olaf Scholz launches a diplomatic offensive

•   Economist: Britain’s cost-of-living squeeze in four charts

•   Economist: British regulators have approved a Chinese reactor design

•   Economist: Is the modern, bank-light financial system better than the old one?

•   Economist: Who buys the dirty energy assets public companies no longer want?

•   Economist: Asia is not feeling the same price pressures as the West

•   Economist: China does not always collect its debts on time

•   Economist: The promise of former eastern-bloc economies is mostly unfulfilled

•   Economist: New robots—smarter and faster—are taking over warehouses

•   Economist: Sidewalk robots are already busy delivering groceries

•   Economist: Why Japan’s Automation Inc is indispensable to global industry

•   Economist: In the global chips arms race, Europe makes its move

•   Forbes: Will Russia Invade Ukraine?

•   Forbes: 12 Reasons Why A Russian Attack On Ukraine Looks Imminent

•   Forbes: Is Apple 3D Printing Electronics?

•   Forbes: Forbes Blockchain 50 2022

•   Forbes: Why Rising Prices Haven’t Stopped Shortages

•   Forbes: 7 Fed Rate Hikes In 2022? Needed But Unlikely

•   Bloomberg Businessweek: Nuclear Industry Says Government Regulators Don’t Understand New Small Reactors

•   Bloomberg Businessweek: American Voters Fed Up With Covid Restrictions Turn Against Biden and Democrats

•   Bloomberg Businessweek: Why the World Needs China’s Covid-Zero Policy

•   Bloomberg Businessweek: Crude Oil’s Price Climb Toward $100 Squeezes Company Profits, Hurts Consumers

•   Bloomberg Businessweek: Chile’s Green Dream to Reinvent Itself Is Spooking Investors

•   Bloomberg Businessweek: There Are Now 1,000 Unicorn Startups Worth $1 Billion or More

•   Atlantic: Why the West’s Diplomacy With Russia Keeps Failing

•   Atlantic: COVID-19 Is Over (If You’re Rich)

•   Atlantic: Biden’s Biggest Idea on Climate Change Is Remarkably Cheap

•   Atlantic: The Economy Is Good, Actually

•   Foreign Policy: How the China Initiative Went Wrong

•   Foreign Policy: Is There a Diplomatic Offramp in Ukraine?

•   Foreign Policy: Ukraine’s (Potential) Western Front

•   Foreign Policy: Russia Belongs at the Center of Europe

•   Foreign Policy: How India’s Hijab Protests Could Bolster the BJP

•   Foreign Policy: How the China Initiative Went Wrong

•   Foreign Affairs: How to Make a Deal With Putin

•   Foreign Affairs: Biden and the Allies

•   Barron's: Natural Gas Has Seen Big Price Swings. Why Investors Should Buckle Up.

•   Barron's: The Fed’s Dilemma: Take Its Medicine Now, Or Later

•   Barron's: Central Bankers Have Forgotten Econ 101

•   Barron's: North Korea No Longer Wants America’s Attention

•   Barron's: Wall Street Is Wrong About Inflation

•   Windpower Monthly: WindEconomics: Why transition to net zero could deliver cost savings

•   매경이코노미: ‘백가쟁명’ 연금 개혁

•   매경이코노미: 올리느냐 마느냐, 그것이 문제로다, 가격 인상의 경영학

•   한경비즈니스: 모빌리티 플랫폼에서 파생된 新서비스 시장…승차공유·오토커머스

•   한경비즈니스: 차와 사람, 인프라를 연결하는 커넥티비티…현대차도 집중하는 신시장

•   한경비즈니스: 투자 몰리는 모빌리티…VC가 주목하는 8개 핵심 시장

•   한경비즈니스: 미국 시장 선점, 세계 1위 탈환 나선 LG에너지솔루션

•   한경비즈니스: 메이드 인 차이나의 역습…‘내수용 꼬리표’ 떼는 CATL

•   한경비즈니스: LG엔솔, 배터리 특허만 2만2800건…CATL의 10배

•   이코노미스트: 한문도 교수 “부동산 더 빠르게 식을 수 있다” [부동산 전문가 인터뷰③]

[Books]

•   FT: FT business books: February edition

•   Bloomberg: Five Ways to Make U.S. Jobs of the Future Better Than Today’s

•   Project Syndicate: Economic Bridge Building

•   매경: 싸구려에 중독된 인간들…쓸모없어도 사놓고 본다 [Books]

•   매경: [BOOKS] '좋아요' 제국의 추락, 반전은 있을까