CH Investment & Economic Strategy Lunch 2023

What changes – More capex #4: more infrastructure

US PUBLIC INFRASTRUCTURE NET INVESTMENT, % OF GDP

2.4

2.4

2.1

2.1

1.8

1.8

1.5

1.5

1.2

1.2

0.9

0.9

0.6

0.6

0.3

0.3

50 55 60 65 70 75 80 85 90 95 00 05 10 15 20 25

1

Sources: BEA, NBER

50

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