- German has quietly produced the second largest trade balance in the world.
- China’s rapid economic development and impact on the global economy.
- The functioning of the long business cycle and how recessions are inherent to capitalism.
- $15 Trillion worth of negative-yielding debt and the completely different financial system.
What we do
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.
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.