AI Data Insight
The latest seasonally adjusted new durable goods orders in the US (Q2 2026) climbed to $345.956 billion, a significant increase from the previous $318.882 billion. Although the official monthly growth rate reached 7.9%, far exceeding market expectations of 3.5%, the main momentum came from a surge in non-defense aircraft orders. Conversely, core capital goods orders excluding aircraft unexpectedly declined, indicating that geopolitical risks and soaring costs are suppressing enterprises' willingness for physical investment.