capex, business spending, and consumer behavior
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 14, 2025 by James Aitken · across every show →
Everything said about capex, business spending, and consumer behavior, oldest first
Apr 14, 2025 bearish
Aitken: Trade deals are too late to stop capex and consumer fallout
“Even if this weekend we get big, beautiful tariff trade negotiations with Japan and South Korea and maybe some others, it's too late. To arrest the jolt to confidence, the jolt to capex, the jolt to business spending, the jolt that will soon start to impact co…”