29 Oct 2014

M/M order drop in biz capX proxy latest to show September deceleration

by | posted in: Economy | 0

Six years into recovery, U.S. corporate capX potential yet to turn into reality September saw several macro/company data points in deceleration Latest being m/m order shrinkage in business capX proxy Five-plus years and counting.  Still a no-show.  The chart below … 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