"Suppose we could design the next phase of the economic recovery. What would it look like? Here's one pleasing vision: Business investment in plants and equipment — factories, computers, freight cars, software, machine tools — would take the lead. This would boost job creation and productivity (a.k.a. efficiency), enabling companies to increase wages without raising prices. It's a splendid fantasy.
But it just might come true. That's the message from the government's recent second-quarter report on gross domestic product, which measures the economy's growth. Business investment rose at a strong 8.4 percentannual rate after adjusting for inflation. Although the spurt partly reflected a bounce back from a weak first quarter, some economists think it marks a significant turning point."
http://www.washingtonpost.com/opinions/robert-samuelson-the-coming-investment-boom/2014/09/03/fcc0f658-337f-11e4-8f02-03c644b2d7d0_story.html