U.S. Business Capex To Be Slow And In Line With GDP: Deutsche Bank

HFA Padded
Mani
Published on
Updated on

The recent q/q decline in total U.S. business investment spending can be seen as the end of the U.S. capex recession, though U.S. business capex will rise at a very slow pace for the rest of the cycle, believe DB analysts. David Bianco and team point out in their June 3 research piece titled “Capex recession ending….L recovery” that slow capex will imply slow GDP and perhaps even slower S&P sales growth. U.S. business capex growth to fuel S&P sales and EPS growth Bianco and colleagues point out that total U.S. business investment spending, including non-residential construction but excluding intangibles, dropped…

This content is exclusively for paying members of Hedge Fund Alpha

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!
This article is only available for Premium Members
Subscribe today and get :
Insider Strategies and Letters to Shareholders from the Top Hedge Funds
Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually

Don’t have an account?

Subscribe now and get 7 days free!
HFA Padded

Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports