Surging Business Sentiment May Actually Matter This Time Around

  • Regional Fed surveys show capital spending intentions rising
  • Morgan Stanley index climbs to level not seen since 2011

Doll: Growth Will Bring Consumer Along for the Ride

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Animal spirits are about to get physical, kicking off the next phase of the U.S. expansion.

Business investment and productivity growth typically go hand in hand -- and they’ve both been largely absent during the nation’s economic recovery from the financial crisis.