Western capex

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 10, 2023 by James Aitken · across every show →

Everything said about Western capex, oldest first

Jul 10, 2023 bullish
Prediction Not checkable as stated
Aitken: IRA multiplier will drive US capex for years regardless of 2024 election
“And there is no overstating the profound impact of this Inflation Reduction Act. It is just starting to be felt. It seems every marginal dollar of Western capex coming into the United States, because the tax subsidies are so generous, Not to mention all the sk…”
James Aitken Jul 10, 2023 ▶ 16:25 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
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