Asset Allocation
Limping Commodities Poised to Soar Anew, Says Goldman
China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.
Tag: capital spending
Do Stock Buybacks Really Shrink Capital Spending?
Thanks to soaring corporate cash, capex has improved lately, but share repurchases still overshadow it.
Stumbling Capital Spending Set to Get Up and Running
After capex rebound, financial and industrial stocks should benefit most, BCA study says.
Market Moves
Business Spending Is Headed for Another Pinch-Penny Year
The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.
Productivity May Finally Be on the Rise, Economist Says
Tech advances like AI, plus Fed restraint, may at last lift it out of the doldrums, Natixis’ Lavorgna believes.
Uh-Oh, Stock Buybacks Exceed Capital Spending in 2018
This further fuels the debate over whether corporate America favors investors now or its long-term future.
New Tax Law Will Aid PE-Owned Companies, Study Says
PitchBook: Lower corporate tax rates and immediate write-offs will juice profits.
Capital Spending Shows Robust Growth for a Change
Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.