willsoutlook

People claim consumers are broke, and you may be right.
What's driving prices and speculation higher?
It's the arms race for AI control and pre-pandemic return-to-work policies.
Companies have significantly increased spending to win in the AI boom, even as consumer spending drops in 2025.
Job numbers likely reflect government reorganization, with many fired. This may stabilize or lower sooner than later.
Capex is expected to exceed 9.4%, far above the 2.5% forecast for 2025.
Capex is corporate capital expenditures for business growth.
That's nearly triple the anticipated spend.
Despite declini
What's driving prices and speculation higher?
It's the arms race for AI control and pre-pandemic return-to-work policies.
Companies have significantly increased spending to win in the AI boom, even as consumer spending drops in 2025.
Job numbers likely reflect government reorganization, with many fired. This may stabilize or lower sooner than later.
Capex is expected to exceed 9.4%, far above the 2.5% forecast for 2025.
Capex is corporate capital expenditures for business growth.
That's nearly triple the anticipated spend.
Despite declini