Sean McLoughlin

Senior Global Industrials Analyst at HSBC Global Investment Research, specialising in capital expenditure trends and industrial sector analysis; featured guest explaining the Global CapEx Monitor findings.

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Oct 17, 2025 • 14min

The Macro Brief – Tech supremacy

Sean McLoughlin, Senior Global Industrials Analyst at HSBC, dives deep into the impact of tech on global capital expenditure. He reveals a remarkable 24% year-over-year surge driven by AI and cloud computing. McLoughlin discusses the shift of top corporate spenders from oil and gas to tech, predicting nearly three-quarters of capex in 2025 will come from tech firms. He warns of potential power bottlenecks as rapid investments accelerate and explores the regional disparities in capex, particularly highlighting China's ongoing weaknesses.

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