Showing posts with label Corporate investment. Show all posts
Showing posts with label Corporate investment. Show all posts
Sunday, December 15, 2019

15/12/19: Under the Hood of Irish National Accounts: 3Q 2019 Data

›
CSO have released the latest (3Q 2019) data for the National Accounts. The headlines are covered in the release here:  https://www.cso.ie/...
Thursday, July 18, 2019

17/9/19: Flight from Fundamentals is Flight from Quality: Corporate Risk

›
Great chart via @jessefelder highlighting the extent to which the bond markets are getting seriously divorced from the normal 'fundame...
Sunday, July 7, 2019

7/7/19: Investment for growth is at record lows for S&P500

›
Interesting chart via @DavidSchawel showing changes over time in corporate (S&P500 companies) distribution of earnings: In simple ...
Sunday, January 8, 2017

8/1/17: Corporate Cash: Organic Capex Still Sluggish

›
In 2016, based on data from Goldman Sachs, 26 percent of aggregate S&P500 company cash went to fund shares buybacks, matching 2013 ra...
Tuesday, September 13, 2016

13/9/16: U.S. business investment slump: oil spoil?

›
Credit Suisse The Financialist recently asked a very important question: How low can U.S. business investment go? The question is really a...
Tuesday, April 19, 2016

18/4/16: Capital Gains Tax & Investment Distortions: Corporate Data from the U.S.

›
In our MBAG 8679A: Risk & Resilience:Applications in Risk Management class we have been discussing the links between taxation, optimal...
Wednesday, February 10, 2016

9/2/16: We've Had a Record Year in M&As last... next, what?

›
Dealogic M&A Statshot for the end of December 2015 showed that global M&A volumes have increased for third year running, reaching ...
Saturday, November 14, 2015

14/11/15: More Evidence U.S. Capex Cycle is Still Lagging

›
In a recent post ( link here ), I covered the issue of shares buy-backs and the lack of capex at the S&P500 constituents level. A rece...