Interpretation of U.S. September Durable Goods Orders Data
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ZeroHedge interpreted the U.S. September durable goods orders data on October 27, 2026: overall orders rose 1.8% month-on-month, slightly below market expectations of 1.9%, and the August figure was revised up from a 0.1% decline to a 0.1% increase. Core capital goods orders (non-defense capital goods excluding aircraft, a key proxy for business equipment spending) rose 0.5% month-on-month, below market expectations of 0.7%, marking the 18th consecutive month of month-on-month growth; core capital goods shipments rose 1.2% month-on-month over the same period, beating market expectations. ZeroHedge noted that growth in categories serving as a proxy for AI spending has slowed.
AI-generated from reports · 1 hr agoUpdated
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- ZeroHedgeCore Durable Goods Orders Rise Month-over-Month for 18 Consecutive Months, AI Spending Proxy Indicator Declines
U.S. core durable goods orders rose 0.5% month-over-month in September, marking the 18th consecutive monthly increase, slightly below the market expectation of 0.6%, with August data revised upward. During the same period, the growth rate of related categories serving as a proxy indicator for AI spending slowed, while core capital goods shipments rose 1.2% month-over-month, exceeding market expectations.
Trend of this event
Not enough consecutive observations yet; trend is not drawn.