AI Data Insight
The latest released US Q2 2026 durable goods shipments reached USD 324,299 million, growing by 0.64% from the previous value. Although benefiting from a massive injection of commercial aircraft orders, leading overall orders to significantly outperform consensus expectations, core capital goods orders excluding aircraft unexpectedly declined. This indicates that businesses are becoming increasingly conservative regarding capital expenditures in the face of geopolitical risks and tariff pressures.