[1]For all the talk that imminent, inevitable, "any second now" CapEx spending renaissance is getting, we can only assume we are looking at a wrong chart of the change in quarterly fixed income spending that plugs straight into the US GDP calculation. There is no other possible explanation.
[4]
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Links:
[1] http://www.zerohedge.com/users/tyler-durden
[2] http://www.zerohedge.com/taxonomy_vtn/term/10417
[3] http://www.zerohedge.com/taxonomy_vtn/term/265
[4] http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2014/04/Fixed%20Investment%20Spending.jpg