Capex and Confidence

Ironsides Macroeconomics 'It's Never Different This Time'

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Capex and Confidence

A capex boom that boosts margins and productivity is crucial for equities; it is still possible in 2H25 but fiscal, regulatory and monetary policy changes are necessary.

Barry C. Knapp

May 05, 2025

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This is an audio summary of our May 5 note, Capex and Confidence

*Figure 7: Capex plans fell further into the contraction zone for manufacturing, services providing and even technology companies.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

@bar…

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