CH Investment & Economic Strategy Lunch 2023

What changes – More capex #5: more labour-replacing investment

US CORPORATE PROFITS & NET INVESTMENT, % OF GDP

12

12

10

10

PROFITS*

8

8

6

6

4

4

2

2

NET INVESTMENT†

0

0

* AFTER-TAX PROFITS, CCA/IVA ADJUSTED. † BUSINESS INVESTMENT NET OF DEPRECIATION.

-2

-2

1970 1975 1980 1985 1990 1995 2000 2005 2010 2015 2020 2025

1

Sources: BEA, NBER

51

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