Category Archives: Commentary

19 Jun

No Cap In Sight for Capex?

Capital expenditures help increase productivity, and improved productivity is the foundation upon which developed economies can sustain higher growth rates. Recent data, some of which we highlighted yesterday, continue to confirm that we might be seeing a rebound in capex, … Continue reading
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18 Jun

Playing the Capex Theme

Capital spending is accelerating while several tailwinds are only just starting to kick in. Capital expenditures (capex) are being supported by several factors, including booming earnings, corporate tax cuts, immediate expensing of capital investments, repatriation of overseas cash, strong business … Continue reading
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