Morgan Stanley Chief US Equity Strategist Mike Wilson Talks
Bloomberg Talks
00:00
Navigating Capital Expenditure Amid Tariff Uncertainty
This chapter explores how tariff uncertainty affects companies' capital expenditure decisions, particularly for large-cap quality businesses. It emphasizes the role of tax incentives in driving CapEx and R&D spending, alongside discussing current economic conditions and expected shifts in Federal Reserve policy that may influence investment strategies.
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