Eric Basmajian says business investment may be starting to expand beyond computer equipment, signaling a possible shift from the post-2008 capital spending pattern. He highlights the trend in a Sunday note amid high debt and negative real rates.
published
Eric Basmajian says business investment may be starting to expand beyond computer equipment, signaling a possible shift from the post-2008 capital spending pattern. He highlights the trend in a Sunday note amid high debt and negative real rates.
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