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Free AccessElevated Corporate Incomes Could Support Investment Ahead [2/2]
- The still elevated nature of corporate pre-tax net incomes leaves scope for corporate investment as a potential (continued) growth engine.
- Real private non-residential investment has been growing strongly, up 9.2% Y/Y in Q2 to add 0.5pps to real GDP growth although it has for some time been outweighed by the drag from residential investment (-14% Y/Y and -1pps in Q2).
- Should this residential investment drag begin to fade along with the peak impulse from monetary policy tightening, overall business investment could swing to positive contributions.
- Corporate net lending suggests there is still scope for increases in corporate investment: the net lending share may not be as high as it was earlier in the emergence of the pandemic but at 1.5% GDP it still has some room to be run down - see red line in the chart.
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.