Country Focus
No Capex Reacceleration In The Pipeline
Our US recession view hinges on continued deterioration in labor market fundamentals and its passthrough to consumption. Could business investment compensate for the loss of momentum in spending? Investors should first note that capex, as measured by…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.