We expect global activity, consumer activity and retail sales to be more positive over the next few months. Emmanuel Cau More Quotes by Emmanuel Cau More Quotes From Emmanuel Cau The U.S. economy is not in bad shape but not in extraordinary shape either ... Companies that depend on U.S. capital expenditure and the manufacturing sector are suffering. Emmanuel Cau healthcare Many European companies are international and so the global impact of tightening U.S. liquidity will reverberate on European markets. Emmanuel Cau healthcare There has been an increase in capex intentions, being one of the reasons why corporates want to borrow more ... You are seeing more buybacks and more mergers, so capex is less visible, but we are seeing it move higher as well. Emmanuel Cau industrials This fall in oil is like a tax cut for the consumer. Emmanuel Cau company-news
