Category Archives: capital goods

11/6/16: Too Little CAPEX? Why, Even Investors are Catching Up

Much has been written about the lagging capex cycle in the global economy and its impact on global growth. Including on this blog. So here’s another nice chart, courtesy of BAML showing that investors currently hold extremely pessimistic view of the companies capex activities on aggregate:

“… and laugh again…” as Leonard Cohen proposed…