
Do Stock Buybacks Really Shrink Capital Spending?
Thanks to soaring corporate cash, capex has improved lately, but share repurchases still overshadow it.
After capex rebound, financial and industrial stocks should benefit most, BCA study says.
The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.
Tech advances like AI, plus Fed restraint, may at last lift it out of the doldrums, Natixis’ Lavorgna believes.
This further fuels the debate over whether corporate America favors investors now or its long-term future.
PitchBook: Lower corporate tax rates and immediate write-offs will juice profits.
Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.