Wealthier corporations and tech companies fund new capital investment from cash flow rather than from capital markets, and state-owned enterprises (particularly in China) invest regardless of profitability or interest rate conditions, removing the assumption that capital allocation depends on interest-rate arbitrage
factualpending
Speaker
Dr. Michael HowellEvidence Quote
“capital investment is being done is being done by wealthy corporations tech companies maybe out of their cash flow or it's been done by state-owned Enterprises...investing regardless of what the interest rate backdrop”
Source
Global Debt Binge May Force QE + Inflation: Dr. Michael Howell— Mark Mitchell - Mortgage Broker London OntarioCreated: 8/11/2026, 7:48:18 AM
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