AI Data Insight
In the latest period of 2026 (Q3 2026), total US seasonally adjusted durable goods inventories reached 604,357 million USD, an increase of approximately 0.39% from the previous value, continuing to set new historical highs. External data indicates that the inventory-to-shipment ratio for computer and electronic products is also climbing, showing that shipping speeds are lagging behind inventory accumulation. Caught between weakening demand visibility and high interest rates, rising inventories may become a potential pressure point for the manufacturing sector in the second half of the year.