S&P 500 Operating EPS vs. CAPEX

S&P 500 Operating EPS vs. CAPEX Capital expenditures are expected to accelerate into 2022 and could potentially increase productivity. Image: J.P. Morgan Asset Management

U.S. Discretionary Spending and Recessions

U.S. Discretionary Spending and Recessions Because there are few imbalances, Deutsche Bank suggests that the U.S. expansion could continue for many more years. Note: discreationary spending defined as consumer durable goods, plus business capex, plus residential investment (i.e. PCE durables + gross private domestic investment). Image: Deutsche Bank Global Research