AI Data Insight
US unadjusted durable goods orders for April 2026 (Q2 2026) dropped to $328.649 billion, a decline from the previous value of $346.702 billion, diverging from the surging trend of the seasonally adjusted data closely watched by the market. Breakdown details show that massive Boeing orders were the main driver behind the seasonally adjusted data, while core capital goods maintained expansion resilience driven by the AI boom. Looking ahead, continued attention should be paid to the base period volatility of high-unit-price transportation equipment, as well as the short-term interference of high interest rates on physical corporate investment.