A Capital Goods Crescendo?

November 27, 2017 BY James Paulsen

Business investment has not played a central role in the contemporary economic recovery or bull market. Persistently sluggish growth, high unemployment, disinflation, and fears of another imminent recession have kept economic behaviors far too conservative for a capital goods cycle. However, recent conditions have become much more conducive for investment, increasing the possibility this recovery could end with a capital goods crescendo.

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