Six years into recovery, U.S. corporate capX potential yet to turn into reality September saw several macro/company data points in deceleration Latest being m/m order shrinkage in business capX proxy Five-plus years and counting. Still a no-show. The chart below … Continued
Revised 2Q14 U.S. GDP estimates revived hopes of capX revival U.S. corporates have continued to disappoint as relates to adding capital NFIB capX plans in September show why that is not likely to change anytime soon When the preliminary estimates … Continued
As company with 80k customer base, Microchip’s Friday 3Q14 warning caught majority by surprise Commentary from other tech outfits suggest things slowed down in September Too soon to say it is trend in making, but deserves close watch Did things … Continued