Part 1: How COVID-19 did not cause the recession
April 24, 2020
Outlining the signs that before COVID-19 a recession was building, and a big one at that.
A tidal wave of repos and the best carry trade ever
March 3, 2020
European and Japanese investors fueling the liquidity crunch in the US.
Germany: The industrial machine
February 1, 2020
German has quietly produced the second largest trade balance in the world.
An empire in decline
December 6, 2019
The fading economic power of the US and its implications for the global economy.
Kapital Economics is an independent body that monitors global economic developments.
A tidal wave of repos and the best carry trade ever
European and Japanese investors fueling the liquidity crunch in the US.Germany: The industrial machine
German has quietly produced the second largest trade balance in the world.An empire in decline
The fading economic power of the US and its implications for the global economy.The rise of China
China’s rapid economic development and impact on the global economy.
Monitor of key global economic indicators
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.
What we do
Partnerships
We provide our international partners with knowledge and information on the global economy.
Tracking the global 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.