Business Intelligence Monitor Weekly 220214~220220

[Reports]

•   IMF: Median Inflation Gauge Offers Better Read on Price Trends

•   IMF: Three Policy Priorities for a Robust Recovery

•   IMF: Supply Bottlenecks: Where, Why, How Much, and What Next?

•   IMF: United Arab Emirates: 2021 Article IV Consultation-Press Release; and Staff Report

•   IMF: Digitalization and Resilience: Firm-level Evidence During the COVID-19 Pandemic

•   IMF: Emerging Markets: Prospects and Challenges

•   IMF: China's Declining Business Dynamism

•   IMF: Supply Disruptions Add to Inflation, Undermine Recovery in Europe

•   World Bank: Charting a Path to Future Prosperity with the Long Term Growth Model

•   World Bank: The Return of Global Inflation

•   UNCTAD: Global trade hits record high of $28.5 trillion in 2021, but likely to be subdued in 2022

•   BIS: The regulatory response to climate risks: some challenges

•   BIS: Global production linkages and stock market co-movement

•   ADB: Measuring Localization in the Age of Economic Globalization

•   White House: Fact Sheet: Biden-⁠Harris Administration Advances Cleaner Industrial Sector to Reduce Emissions and Reinvigorate American Manufacturing

•   White House: Remarks by President Biden Providing an Update on Russia and Ukraine

•   U.S. Treasury: G20 Finance Ministers and Central Bank Governors Meeting Communiqué

•   U.S. Department of State: G7 Foreign Ministers’ Statement on Russia and Ukraine

•   USTR: USTR Releases Annual Report on China's WTO Compliance

•   European Commission: Speech by President von der Leyen at the European Parliament Plenary on EU-Russia relations, European security and Russia's military threat against Ukraine

•   European Commission: EU challenges China at the WTO to defend its high-tech sector

•   Fed: Financial Stability Considerations for Monetary Policy: Theoretical Mechanisms

•   Fed: Financial Stability Considerations for Monetary Policy: Empirical Evidence and Challenges

•   Fed: Devaluations, Deposit Dollarization, and Household Heterogeneity

•   Fed: The Dynamics of Global Sourcing

•   Fed: Minutes of the Federal Open Market Committee, January 25–26, 2022

•   Fed: Speech by Governor Christopher J. Waller - Comments on "Some Benefits and Risks of a Hot Economy"

•   Fed: Global Real Economic Uncertainty and COVID-19

•   Fed: Speech by Governor Lael Brainard - Preparing for the Financial System of the Future

•   FRBNY: President Williams at New Jersey City University: Restoring Balance

•   FRBNY: The Making of Fallen Angels—and What QE and Credit Rating Agencies Have to Do with It

•   FRBNY: Inflation Expectations Decline at the Short- and Medium-Term Horizons

•   FRBNY: What Are Consumers’ Inflation Expectations Telling Us Today?

•   FRBSF: Will Rising Rents Push Up Future Inflation?

•   Chicago Fed: The Effects of the “Great Resignation” on Labor Market Slack and Inflation

•   Dallas Fed: Real Wages Grew During Two Years of COVID-19 After Controlling for Workforce Composition

•   ECB: Christine Lagarde: European Parliament plenary debate on the ECB Annual Report

•   ECB: Philip R. Lane: Inflation in the near-term and the medium-term

•   ECB: Fabio Panetta: Central bank digital currencies: defining the problems, designing the solutions

•   ECB: Isabel Schnabel: Interview with Financial Times

•   ECB: Market-stabilization QE

•   ECB: Making sense of consumer inflation expectations: the role of uncertainty

•   ECB: Household spending and fiscal support during the COVID-19 pandemic: insights from a new consumer survey

•   NBER: How Tight are U.S. Labor Markets?

•   NBER: Corporate Flexibility in a Time of Crisis

•   CEPR: CEPR Discussion Papers 13 February 2022

•   VoxEU: A framework to decarbonise the economy

•   VoxEU: Changing views on trade’s impact on inequality in wealthy countries

•   VoxEU: The rise of exporters and importers in US job growth: Insights from newly released data

•   VoxEU: Optimal minimum wages

•   VoxEU: Testing the predictive accuracy of COVID-19 forecasts

•   VoxEU: Pandemic modelling with network structure and behaviour: Lockdown rules and the Lucas critique

•   World Economic Forum: Which countries could become the world’s hydrogen superpowers?

•   World Economic Forum: 7 steps for delivering net zero supply chains

•   World Economic Forum: More electric cars are now sold every week than in the whole of 2012

•   Brookings: Why inflation is President Biden’s biggest political problem

•   Brookings: Now is not the time to limit U.S. natural gas exports

•   Brookings: Scholz holds his ground in Putin’s den

•   Brookings: Getting out of the coronavirus economic contraction

•   Brookings: Preempting Putin: Washington’s campaign of intelligence disclosures is complicating Moscow’s plans for Ukraine

•   Brookings: The Kremlin paints itself into a corner

•   CSIS: Reviewing the Chessboard: U.S., China and the 2021 USCC Report to Congress

•   CSIS: National Oil Companies Leaning into the Energy Transition

•   CSIS: Biden and Business

•   CSIS: What Awaits Europe in 2022?

•   CSIS: Scenario Analysis on a Ukrainian Insurgency

•   CSIS: Shadow Risk: What Crisis Simulations Reveal about the Dangers of Deferring U.S. Responses to China’s Gray Zone Campaign against Taiwan

•   CSIS: NATO and the Ukraine: Reshaping NATO to Meet the Russian and Chinese Challenge

•   CSIS: Russia’s Losing Hand in Ukraine

•   CSIS: Thermal Imagery Analysis of Continued Activity at Yongbyon

•   McKinsey:COVID-19: Briefing note #92, February 16, 2022

•   Wood Mackenzie: China's renewables boom year poses major challenges to western markets

•   Wood Mackenzie: Bulks most affected by Russia-Ukraine conflict; rising power prices a key concern

•   Rystad Energy: Oil at $100 could trigger an additional 2.2 million bpd of US tight oil output by 2023

•   Rystad Energy: Don’t call it a comeback: Coal power increased in Europe in 2021 on gas supply concerns and limited alternatives

•   GWEC: Embracing a green recovery from the COVID-19 Pandemic could add 2.2 million energy jobs in key developing economies, report finds.

•   WFO: Global Offshore Wind Report 2021

•   NETL: Fossil Energy’s Role in Accelerating a Clean Affordable Hydrogen Future Outlined in New Report

•   IDC: Worldwide Market for Foldable Phones Forecast to Reach 27.6 million Units with a Market Value of $29 Billion in 2025, According to IDC

•   Gartner: Gartner Marketing Survey Finds 35% of Consumers Have Never Heard of the Metaverse

•   Gartner: How to Manage Ukraine’s Effect on Your Supply Chains

•   Gartner: Gartner Identifies Top Five Automotive Technology Trends for 2022

•   Strategy Analytics: OPPO Lost Ground in China and in India in Q4 2021

•   Strategy Analytics: Realme Recorded Its Highest Ever Quarterly Shipment in Q4 2021

•   Strategy Analytics: Global Smartphone ASP Growth Drives Record Q4 2021 Revenue

•   Counterpoint: Global Connected Car Market Remains Resilient; 5G Cars Deployed Globally

•   Counterpoint: China’s Q4 2021 Smartphone Shipments Fall 11% YoY; HONOR #2 for First Time as Momentum Builds

•   Canalys: Foldable smartphone shipments to exceed 30 million in 2024

•   Canalys: Global electric vehicle sales up 109% in 2021, with half in Mainland China

•   IHS Markit: America Takes Pole Position in Oil and Gas

•   Omdia: Surging automotive semiconductor industry to grow at 12.3% CAGR through 2025

•   DRAMeXchange: 【Market View】Ukrainian-Russian Conflict Affects Semiconductor Gas Supply and May Cause Rise in Chip Production Costs, Says TrendForce

•   DRAMeXchange: 【Market View】Intel Kills Two Birds with One Stone as Tower Acquisition Strengthens Mature Process Platforms and Regional Production Capabilities, Says TrendForce

•   DRAMeXchange: 【Market View】Overall DRAM Output Decreased Nearly 6% QoQ in 4Q21 Due to Decline in Shipments and Pricing, Says TrendForce

•   SIA: Global Semiconductor Sales, Units Shipped Reach All-Time Highs in 2021 as Industry Ramps Up Production Amid Shortage

•   IFR: Top 5 Robot Trends 2022

•   한국은행: 해외경제 포커스(제2022-6호)

•   한국은행: 성장과 고용 간 관계: 기업자료를 이용한 분석

•   한국은행: 2022년 1월 수출입물가지수

•   한국은행: 2021년 12월 통화 및 유동성

•   한국은행: [현지정보] 최근 인구성장세 둔화에 따른 중국정부의 대응

•   한국은행: [현지정보] 러시아-우크라이나 간 지정학적 긴장에 대한 유럽 금융시장 반응

•   한국은행: [현지정보] 일본 2021.4분기 실질GDP(속보), 전기대비 1.3% 증가

•   국제금융센터: 주간 Global Opinions(2.7~2.13)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.14)

•   국제금융센터: 주간 Wall Street 인사이트(2.14)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.15)

•   국제금융센터: 글로벌 원자재시장에서 중국의 영향력 확대와 시사점

•   국제금융센터: [22.2월] 국제금융 INSIGHT

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.16)

•   국제금융센터: 미국 채권시장의 시스템 위험 요인 점검

•   국제금융센터: 미국의 리쇼어링(reshoring) 정책 및 영향 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.17)

•   국제금융센터: 연준, 가파른 속도의 통화긴축 기조 재확인

•   국제금융센터: 코로나19 관련 동향 및 해외시각(2.18)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식 유입 큰 폭 축소, 채권 6주 연속 유출

•   kotra: 코로나 여파 속 프랑스 물류 공급망 현황

•   kotra: 일본 2022년 정치·경제 캘린더 및 주목할 만한 이슈 정리

•   kotra: 미국, 교량 수리를 위한 대규모 투자 발표

•   kotra: 미국 경제, 회복 기대감 상승하나?

•   kotra: 2월부터 바뀐 프랑스의 방역 지침과 계속되는 정부 지원

•   kotra: 2022년 EU 주요 정책의 동향과 전망 ①

•   kotra: 이탈리아 대선, 정치 안정과 정책 지속성 선택

•   kotra: 독일, 코로나에도 불구하고 역대 최대 수출실적 달성

•   kotra: 미국, 식료품 공급 난항

•   kotra: 독일 산업계, 녹색 강철로 탄소 중립을 앞당긴다

•   kotra: 그린수소 전쟁에 참전한 핀란드

•   kotra: 2022 미국 전력 산업 동향

•   kotra: 세계 최대 흑연 공급망: 중국의 음극재 및 흑연화 공정시장 동향

•   EMERiCs: [이슈트렌드] IMF, 파키스탄에 구제금융 대출안 승인

•   EMERiCs: [이슈트렌드] 인도네시아, 수도 이전에 따른 예산문제 대두

•   EMERiCs: [이슈트렌드] 태국, 관광 산업의 회복을 위해 트래블 버블 추진

•   EMERiCs: [이슈트렌드] 러시아, 높은 인플레이션 기록 중인 가운데 기준 금리 인상

•   EMERiCs: [이슈트렌드] 아르헨티나, 중국과 경제적 관계 강화 움직임

•   EMERiCs: [이슈트렌드] 폴란드와 루마니아, 고물가에 기준금리 대폭 인상

•   EMERiCs: [이슈트렌드] 전운이 감도는 우크라이나, 중동부유럽의 대응은

•   EMERiCs: [이슈트렌드] 中 ‘금융 표준화’ 계획, 디지털 위안화 발전에 새로운 기회

•   EMERiCs: [이슈트렌드] 中 인수합병과 기술력 개선을 통한 철강 산업의 고도화 지속 추진

•   EMERiCs: [이슈트렌드] 올해 중국 경제 향방은? 경제 전문가 3인의 전망

•   EMERiCs: [이슈트렌드] 2022 베이징 동계올림픽에서 선보인 스마트 기술, 어디까지 ‘통제’하나

•   EMERiCs: [이슈트렌드] 디지털 위안화 보급의 도약대로 부상한 동계올림픽

•   국제무역통상연구원: 최근 러시아-우크라이나 사태 현황 및 우리기업 영향

•   산업연구원: '글로벌 산업 강국으로 가는 대한민국 산업의 새로운 길은' 산업정책 세미나

•   산업연구원: ’국가 대도약과 새로운 균형발전을 위한, 제5차 균형발전 5개년 계획수립 정책세미나‘(결과보도)

•   에너지경제연구원: [격주간] 세계 에너지시장 인사이트 (제22-3호)

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2022.02.18)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (2022.2월 3주차)

•   한전경영연구원: KEMRI 전력경제 REVIEW 2022년 2월호

•   하나금융경영연구소: HIF월간 산업 이슈(2월)

•   우리금융경영연구소: 2022년 국내 경제 성장률 전망 3.0%로 하향조정 - 2월 경제 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2022.2.14)

•   KDB미래전략연구소: 미 연준의 통화정책 방향과 경제 상황

•   KB경영연구소: KB부동산시장 리뷰 2022-2호

•   KB경영연구소: 2022 KB 부동산 보고서

•   전경련: 국민이 바라는 차기정부 경제정책 과제 조사결과

•   한국경제연구원: 전일제 환산 통계로 본 노동시장 4년 임시·일용직, 숙박음식업, 3040세대에 고통 집중

•   한국경제연구원: 한국 4년 후 국가부채비율 순위 OECD 비기축통화국 17개국 중 3위

•   경총: 경총, 「2022년 기업규제 전망조사」 결과 발표

•   NICE신용평가: 두산중공업 장기신용등급 등급전망을 Positive로 상향조정

•   기재부: 21년 세법개정 후속 시행령 '22.2.15(화) 공포·시행

•   기재부: 「월간 재정동향 및 이슈」 2022년 2월호 발간

•   기재부: [보도참고] 2022년 2월 최근 경제동향

•   통계청: 2022년 1월 고용동향

•   산업부: 정보통신기술(ICT)수출, 역대 1월 수출액 중 최고치 달성

•   산업부: 2022년 1월 자동차산업 동향(잠정)

•   산업부: (설명자료)자원 공급망 측면의 중요 자산일 경우 매각의 적정성·타당성을 재검토하겠다는 것이며, 모든 해외자산매각을 원점에서 재검토하겠다는 것은 사실과 다름(2.16일자 한국경제 등「임기 다 끝나서야 깨달았다는 해외자원 개발 중요성」보도에 대한 설명)

•   산업부: (설명자료)원전가동은 안전 확보를 위해 계획예방 정비 등 법과 제도적 절차에 따르고 있어 이용률을 인위적으로 조정한 것이 아니며, 이번 정부 초반 이용률이 낮았던 것은 한빛원전 공극 발견 등에 따라 전체원전에 대한 안전점검이 불가피한 상황에 따른 것임(2.16일자 매일경제 ｢탈원전 외친 5년, 원전 오히려 더 돌렸다｣

•   산업부: 반도체 산업 글로벌 경쟁 파고에 공동 대응 나서다

•   산업부: (설명자료)정부는 2050 탄소중립 달성을 위해 석탄발전의 과감한 감축에 최선의 노력을 다하고 있음(2.17일자 조선일보 ｢‘탈석탄’ 文정부 5년, 발전량은 7.2% 증가｣ 보도에 대한 설명)

•   노동부: 고용행정 통계로 본 2022년 1월 노동시장 동향

•   복지부: 사적모임 인원 전국 6인 유지, 영업시간 22시로 완화, 내일부터 즉시 시행(2.19~3.13)

•   금감원: 2022년 1월 외국인 증권투자 동향

[Magazines]

•   Economist: Whether he invades Ukraine or backs down, Putin has harmed Russia

•   Economist: Vladimir Putin’s willingness to threaten war damages Russia

•   Economist: A new era of transparent warfare beckons

•   Economist: Workers have the most to lose from a wage-price spiral

•   Economist: Justin Trudeau’s crackdown on protests could make things worse

•   Economist: The Tories’ problems go deeper than just one man

•   Economist: To build a vaccine industry, Africa must embrace the private sector

•   Economist: China’s “zero-covid” policy doubles as a loyalty test

•   Economist: The energy transition is sparking America’s next mining boom

•   Economist: Midwestern states want to become “hard-tech” hubs

•   Economist: Meet Valérie Pécresse, the French centre-right hopeful

•   Economist: Russia is trying to build its own great firewall

•   Economist: Labour v capital in the post-lockdown economy

•   Economist: The true cost of empty offices

•   Economist: A new history of sanctions has unsettling lessons for today

•   Forbes: Will Climate Activists Support Green Hydrogen Pipelines?

•   Forbes: Don’t Mess Up Hybrid Work, Please

•   Fortune: Is inflation really this bad, or are greedy companies profiting off the pandemic?

•   Fortune: The chip shortage crippled parts of the world economy. A Russian invasion of Ukraine would make it even worse

•   Fortune: What do the next 6 months look like for the COVID pandemic?

•   Fortune: Don’t expect the next COVID variant to be mild, warn experts

•   Bloomberg Businessweek: China Is Showing Off Its Central Bank Digital Yuan Currency at Beijing Olympics

•   Bloomberg Businessweek: Hidden Brain Drain Threatens Argentina’s Recovery

•   Bloomberg Businessweek: How America Is Delivering Goods Despite the World’s Pandemic Supply-Chain Chaos

•   Bloomberg Businessweek: The Bond Market Is Sending a Worrying Message About the Economy

•   Bloomberg Businessweek: Rising Beef, Pork, and Egg Costs Make Food Inflation Hard to Escape

•   Atlantic: Putin Has Made America Great Again

•   Atlantic: The Challenges of an Electric-Vehicle Revolution

•   Atlantic: COVID Won’t End Up Like the Flu. It Will Be Like Smoking.

•   Atlantic: China Now Understands What a Nuclear Rivalry Looks Like

•   Atlantic: Post-Omicron Life Can Be Downright Maddening

•   Foreign Policy: What Biden Can Learn From Nixon About China

•   Foreign Policy: Washington Must Prepare for War With Both Russia and China

•   Foreign Policy: A Lack of Invasion Wouldn’t Mean an End to the Ukraine Crisis

•   Foreign Policy: Even an ‘Asia First’ Strategy Needs to Deter Russia in Ukraine

•   Foreign Policy: If Russia Invades Ukraine, Sanction China

•   Foreign Policy: Is This the West’s Last Diplomatic Stand to Avert a Russia-Ukraine War?

•   Foreign Policy: A New Iran Deal Means Old Chaos

•   Foreign Policy: Russia and the West Keep Misreading Each Other

•   Foreign Policy: Biden’s Truman Moment Has Arrived in Ukraine

•   Foreign Policy: Putin Won’t Ever Let Ukraine Be Finland

•   Foreign Policy: Is It Time for the U.S. to Issue a Digital Dollar?

•   Foreign Affairs: What if Russia Wins?

•   Foreign Affairs: Putin Cannot Erase Ukraine

•   Foreign Affairs: Enemies of My Enemy

•   Foreign Affairs: Iran’s Hollow Victory

•   Foreign Affairs: Russia Has Big Plans for Africa

•   Foreign Affairs: Africa’s Fossil-Fuel Trap

•   Barron's: The Fed Doesn’t Have a Playbook to Tame Inflation While Avoiding a Recession

•   Barron's: The Case for Caution: Why The Fed Won’t Rush to Reduce the Balance Sheet

•   Barron's: The Stock Market’s Next Move Is Lower. It’s Not Just Russia and the Fed.

•   Barron's: Recession 2023? Why the Fears of a Fed-Induced Hard Landing Are Overblown.

•   Barron's: As Long as Europe Depends on Gas, It Will Need Russia

•   Harvard Business Review: 5 Challenges of Hybrid Work — and How to Overcome Them

•   Harvard Business Review: The Cybersecurity Risks of an Escalating Russia-Ukraine Conflict

•   Power Magazine: Large-Scale Green Hydrogen Infrastructure System Unveiled for California

•   Power Magazine: U.S. Tops 200 GW of Renewables, but Deployment Slows

•   Power Magazine: Green Hydrogen Economy: Magic Bullet or Mirage for Africa?

•   Windpower Monthly: American Clean Power Association figures show which turbine makers led US wind market in 2021

•   Windpower Monthly: GE Renewable Energy targets South Korean offshore wind with Hyundai Electric

•   Nature: COVID reinfections surge during Omicron onslaught

•   매경이코노미: 李-尹, 경제 공약 대해부

•   매경이코노미: 주택 공급 확대·IT 혁신 긍정 평가 디지털 인재 100만명 양성 ‘글쎄’

•   매경이코노미: 李 ‘정의·국가·평등’ 억강부약 실천 尹 ‘공정·시장·효율’ 시카고 학파 공감

•   매경이코노미: 수소 경제로 가는 길 ‘님’의 도움이 절실하다

•   한경비즈니스: ‘그때는 맞고 지금은 틀리다’…탈원전 선봉장 한수원의 변심

•   이코노미조선: 개발자 쇼티지

•   이코노미조선: 사장보다 높은 연봉, 코딩 전사 양성…“DT 개발자 확보하라”

•   이코노미조선: 글로벌 SW 개발자 쇼티지

•   주간한국: [ESG가 미래다] 공유경제는 지속가능한 모형인가?

•   월간로봇기술: [Press Vision] 산업용 로봇 국내 생산 나선 (주)유일로보틱스, 다음 스텝은 'UP!'

[Books]

•   한경: [책마을] 흔들리지 않고 장기 투자하려면…

•   서경: [책꽂이] 팬데믹 이후 증시 좌우할 변수는

•   서경: [책꽂이] 미래 바꿔놓을 7가지 IT 기술