3 Sep 2014

Revised 2Q14 GDP numbers once again revive hopes of capX revival

by | posted in: Credit, Economy | 0

The revised 2Q14 GDP numbers last week have rekindled hopes of a corporate capital spending revival in the U.S.  It was the second estimate (preliminary), so there is one more revision to go.  Nevertheless, several inputs related to corporate spending … Continued

18 Aug 2014

If — a big if — these relationships hold, U.S. business capex is set to rise

by | posted in: Credit, Economy | 0

At hedgopia, we try to be as objective as possible.  Currently, this blogger is bearish insofar as U.S. equities and economy are concerned.  Nevertheless, as someone famously said, “When the facts change, I change my mind.  What would you do, … Continued