Market Insights - January 16, 2017

Capex, Where art thou?

 

Capex, or corporate spending, growth has been missing in the past couples years.  However a number of factors may be aligning to trigger a rebound.  This is good for some industries, but is also good for the overall market as S&P 500 earnings are sensitive to the whims of Capex.  This week’s edition takes a closer look at this important part of the economy, why we think it is coming back and those who benefit.