CoTD_ Shifting Global Capex Trends Provide US Reshoring Evidence
2025-07-07 00:51
July 1, 2025 09:52 AM GMT Multi-Industry | North America CoTD: Shifting Global Capex Trends Provide US Reshoring Evidence Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. Exhibit 1: Change in Share of Global Capital Formation, 2023 vs 2018 bps (i.e., capex - building, machinery & infrastructure) - The US has taken ~200 bps share of global investment since 2018, snapping decades of share lo ...