AI Data Insight
The latest data shows that total US non-seasonally adjusted durable goods inventories in Q2 2026 dropped to $601.677 billion, down 0.54% from the previous $604.962 billion. Although external seasonally adjusted data indicated a slight increase in inventories, the overall rebound momentum fell short of consensus expectations, relying mainly on strong demand for computer and electronic products. Moving forward, the market will continue to monitor the short- to medium-term impacts of the high-interest-rate environment and the monetization capability of AI capital expenditures on the manufacturing inventory restocking cycle.