Good or Not? December Durable Goods Data | S2 E005 | 01-28-25
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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