核心耐用品订单连续第九个月激增

核心耐用品订单连续第九个月激增
Core Durable Goods Orders Surge For 9th Straight Month

原始链接: https://www.zerohedge.com/markets/core-durable-goods-orders-surge-9th-straight-month

美国耐用品订单12月初步数据显示下降1.4%（略好于预期的下降2%），但远低于11月的+5.4%增幅…来源：彭博社。 headline订单下降受飞机订单减少的影响。波音表示，12月收到的飞机订单比上个月多，但数据并不总是与其月度数据相关。这使得耐用品订单在2025年同比增长12.5%——这是有史以来最大的年度增长之一。与此同时，核心耐用品订单（不包括运输设备）环比增长0.9%（是预期增长0.3%的三倍），连续第九个月增长…来源：彭博社。核心订单在2025年同比增长超过5%——自2022年10月以来最好的年度增长（也是自2021年以来的最好年度增长）。今天的数据还显示，核心资本品订单价值（一种不包括飞机和军事硬件的设备投资指标）大幅高于预期地增长了0.9%。

US Durable Goods Orders dropped 1.4% MoM in preliminary December data (slightly better than the 2% decline expected) but well down from the +5.4% MoM surge in November...

Source: Bloomberg

The headline orders print was restrained by a decline in orders for aircraft.

Boeing said it received more orders for its planes in December than a month earlier, but the data don’t always correlate with the planemaker’s monthly figures.

That leaves Durable Goods Orders up 12.5% YoY in 2025 - one of the biggest annual increases ever.

Meanwhile, Core Durable Goods Orders (ex Transports) rose 0.9% MoM (triple the +0.3% MoM expected) and the ninth straight monthly increase...

Source: Bloomberg

Core Orders are up over 5% YoY in 2025 - the best YoY gain since Oct 2022 (and best annual gain since 2021).

Today's data also showed the value of core capital goods orders, a proxy for investment in equipment that excludes aircraft and military hardware, surged by dramaticallly larger-than-forecast 0.9%.

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核心耐用品订单连续第九个月激增 Core Durable Goods Orders Surge For 9th Straight Month

核心耐用品订单连续第九个月激增
Core Durable Goods Orders Surge For 9th Straight Month