What we do

Kapital Economics was established to help provide an alternative economics to that taught in universities, intended as a framework more relevant to the analysis of major real-world developments in the global economy, and their implications for business activity and trends in the various asset classes.    > More about us

An alternative approach to analysing the global economy

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.   > Read more

Reports

Tracking important economic indicators and various asset prices in the global economy and various local economies.

Blog

In-depth analysis of developments in the global economy and their consequences for the global financial markets.

Partnerships

We provide our international partners with knowledge and information on the global economy.

Research

China as the driver of the global economy

China’s rapid ascension to being the world’s largest manufacturer of goods has handed its economy a vital role in the global economy. Together with its rapidly growing middle class and retail market, it is difficult to not see China as the main driving force of the global economic activity.   > Read more

Is the Dollar about to loose its status as world money?

The Dollar’s status as world money is increasingly ambiguous as the deterioration of the US economy’s competitiveness over the past few decades has decreased the greenback’s relevance in the global economy.

Indeed, the Dollar’s recent strength is not the result of strengthening production in the US, but rather the massive increase of capital inflows, particularly from the Euro Area. What could be argued as they best carry trade ever has been the result of interest rates in Europe and Japan falling to zero, or even negative, making comparable rates in the US markedly attractive.   > Read more

Report on the global economy

Monitor of key economic indicators in the global economy