The bill makes 100% expensing of capital goods orders permanent, which feeds directly into non-residential capex and GDP; companies like John Deere and Caterpillar will use it as a sales tool ('buy this tractor now and write it off immediately').

causalpending

Speaker

Dan Clifton

Evidence Quote

you get to write off 100% of those cap good orders immediately, which is called 100% expensing

Source

Big Beautiful Bill, Write-Off Revolution & Tariff Tempest — The Friday Market Wrap!Steve Eisman
Created: 6/18/2026, 2:31:55 PM

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