AI Data Insight
The latest US durable goods orders for the second quarter of 2026 surged by 7.9% month-over-month, significantly surpassing the previous reading of 0.8% and market expectations of 3.5%. This explosive growth was primarily driven by a sharp increase in orders for transportation equipment such as aircraft. However, non-defense capital goods orders excluding aircraft actually declined, indicating lingering concerns over actual core corporate capital expenditures.