8/10/2026
By Charles Payne, CEO & Principal Analyst

The Economy

The third quarter has just begun, but the Atlanta Fed sees 6.0% growth. That number usually starts high and drifts lower, but there are pockets of the economy faring well, starting with manufacturing.

The Institute for Supply Management (ISM) Manufacturing release for July was awesome. The sector has been growing for seven straight months and picking up speed, and employment has surged out of contraction (a reading below 50).

Importance of Computer Investments

EPB produces amazing work, and these tables underscore the historical nature of business investment in computer equipment for the overall economy’s gross domestic product (GDP).

But overall, gross private investment as a percentage of GDP is waning.

To read the full report, contact your account rep or email Info@wstreet.com

Charles Payne
Wall Street Strategies