Episode Details

The episode explores the nuances behind the latest durable goods orders report, revealing a complex picture of economic health. While the headline indicates a decline, deeper analyses show signs of strength in capital goods, prompting discussions about market reactions and the Federal Reserve's upcoming meeting. 

• Examination of the preliminary durable goods orders report 
• Detailed analysis of the year-over-year trends in non-defense aircraft 
• Exploration of capital goods orders excluding aircraft showing growth 
• Insights into market reactions post-report 
• Speculations around the Federal Reserve's potential monetary policy changes

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https://youtu.be/8cGIqYYZw_Y

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