Some much needed context to understanding China’s economic development and its impact on the global economy both now, and in the future.

Blog

Reports

Monitoring the global economy

Our report on the global economy is referred to as the Global Economic Monitor (GEM) and is prepared on a monthly basis. As its name suggests, this report monitors important trends in the global economy as a whole and a number of key variables in particular.

The variables chosen, and interpretation of the significance of their movement, are based on our view of the functioning of the global economy. The data and charts selected for each month’s report are intended as indicating important developments in the global economy on the basis of our particular view of its functioning. We are of the view that most other reports tend to reproduce what is in effect “the flavour of the month” – offering little by way of substance and continuity.

Tracking the
global economic cycle

It is our view that the world economy moves in cycles – long waves and shorter cycles conditioned by these long waves – and tends to be dominated by the trend and cyclical movement of certain core economies.

Most other analyses deny such cycles as being inherent and recurrent, seeing macroeconomic phenomena as the result of various random global shocks or policy decisions in the major global economies.

The rise of China

The rise of China

Some much needed context to understanding China’s economic development and its impact on the global economy both now, and in the future.
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The long business cycle and what it means for the current economic downturn

The long business cycle and what it means for the current economic downturn

The functioning of the long business cycle and how recessions are inherent to capitalism.
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Getting paid to borrow: The phenomenon of negative-yielding debt

Getting paid to borrow: The phenomenon of negative-yielding debt

How $15 trillion worth of negative-yielding debt marks a departure from everything we know about the financial system.
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What we do

Blog

The blog is meant as one with more in-depth analysis of developments in the global economy and their consequences for the global financial markets.

Reports

Our reports serve as monitors of the economies, with our own on the global economy and those from our partner companies on their respective economies.

Network

We provide our international partners with knowledge and information on the global economy to support their services to the local business communities.

Kapital Economics works together with its international partners to provide knowledge and information on the global economy.