Durable Goods Orders
Aus dem King Report :
After the initial euphoria over better-than-expected Durable Goods Orders (-0.5% vs. -1.5%) traders realized the details of the notoriously erratic data showed a very suspicious increase in one component.
‘Electrical equipment’ soared a record 27.8% after a 19% March decline! Electrical equipment shipments increased only 0.5% and have been negative for 6 of the last 7 months! The inventory of electrical
equipment jumped 0.9% m/mand 6% y/y!?! It’s inexplicable that electrical equipment orders soared 27.8!
‘Total orders ex-defense equipment’ decreased 0.3% because military orders increased 4.8%. Auto orders fell 3.3%. Transportation equipment declined 8% on a 24% tanking of aircraft orders. Defense aircraft orders bubbled 106.7%. Semiconductor shipments jumped 25.4% despite the decline in PC demand?!?!
NOT SEASONALLY ADJUSTED Durable Goods [New] Orders DECLINED 1.7%!!! NSA electrical equipment orders increased 7.8%.



1 Kommentar
Nichtsdestotrotz hatte der Bericht auch was für Konjunkturoptimisten
Die Investitionsgüter ex Boing ex Pentagon halten sich mit ihrer jährlichen Wachstumsrate über Wasser bzw. sind seit ein paar Monaten nicht mehr negativ.
Keine Angst, ich postuliere hier jetzt keine Wende. Nur im Auge behalten…
du musst angemeldet sein, um zu schreiben.