Manufacturing Is Expanding—But the Price Index Is Still at 71.1
U.S. manufacturing is expanding, but the August data do not describe an easy-growth environment. The Institute for Supply Management’s Manufacturing…
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Tag: Capital Expenditures
Durable-Goods Orders Rose 1.1%—The $1.60 Trillion Backlog Is the Bigger Signal
August 27, 2026 · Macro & Monetary Policy Durable-Goods Orders Rose 1.1%—The $1.60 Trillion Backlog Is the Bigger Signal American…
AI’s $145 Billion Question: Can the CAPEX Wave Protect Margins?
The AI investment cycle has entered a harder phase. Demand for cloud capacity remains strong, but the amount of capital…