Part 5/8:
Waller pointed out that while CEOs have not canceled investments, many are currently pausing due to the unclear trade landscape. This "frozen" state of capital expenditure (CapEx) spending is expected to create a brief dip in investment activity. However, he is confident that this is merely a temporary delay, and that once the fog of uncertainty clears, a resurgence in business-fixed investment is likely. He foresees a possible uptick in activity as businesses gain a clearer perspective in the latter part of the year.