04/11/2023

Why the capex recovery will prove resilient

As a regime shift takes place, the global economy is on the cusp of a decade of higher capital expenditure by companies. Smart manufacturers are poised to reap the rewards of this.

04/06/2023

Closing on the peak

Slower credit, trade, manufacturing and housing mean subdued growth and easing labour markets in the US, with some recessionary episodes later in the year.