Financial Conditions and Capital Expenditures

Financial Conditions and Capital Expenditures Easier financial conditions don’t boost capex, amid the current uncertainty over tariffs and the slowdown in global economies. Image: Goldman Sachs Global Investment Research

S&P 500 Earnings and U.S. Capital Spending

S&P 500 Earnings and U.S. Capital Spending This chart shows that U.S. core capital spending is near a 20-year high. Are fears that U.S. companies may be curtailing spending plans overblown? The absence of dividend cuts also suggests that U.S. companies are confident in their future earnings potential. Image: Leuthold Group