Infrastructure (which I presume you're referring to).. not so much. Although some have hope (and certainly CBs hope as much too):
Getting infrastructure packages through in DMs is like herding cats so don't hold your breath unless it's reactionary (or is now the time to react? what does that say if true?).
With respect to public spending forecasts (whether they have merit or not is questionable), looks fairly stable:
Dare I say Dopey, insinuating there's about to be some sort of global DM fiscal spend bonanza appears fairly bogus in the current climate to be honest. Japan will give it a go (even though fewer and fewer japanese will use it therefore returns will be marginal at best going forward)... where's the evidence for the rest?
