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12 matches for "durable orders":

25 Feb. 2016 Huge Upside Risk for Durable Orders as Aircraft Sales Rebound (Publication Centre)

Today's headline durable goods orders number for January is likely to blast through the consensus forecast, +2.7%. We expect a 6.5% jump, comfortably reversing December's 5.0% drop.

28 September. 2016 Expect Weak Headline Durable Orders (Publication Centre)

A third outright decline in the past four months seems a decent bet for today's August durable goods orders, thanks to the malign influence of the downward trend in orders for civilian aircraft. The global airline cycle is maturing, and orders for both Boeing and Airbus aircraft have been slowing for some time.

26 Apr. 2016 Aircraft Will Lift March Durables, but Early Easter Will Depress Core (Publication Centre)

The good news in today's March durable goods report is that a rebound in orders for Boeing aircraft means February's 3.0% drop in headline orders won't be repeated. The company reported orders for 69 aircraft in March, compared to just one in February.

26 November 2018 Tariffs are Hurting the U.S. and China Escalation Would be Excruciating (Publication Centre)

It is becomingly increasingly clear that the trade war with China is hurting manufacturers in both countries.

28 February 2018 Powell Plays the Continuity Card, Mostly, but he's Bullish on Growth (Publication Centre)

Fed Chair Powell sounded a lot like Janet Yellen yesterday, at least in terms of substance.

27 January 2017 Q4 Growth Likely Hit by Foreign Trade, Temporarily (Publication Centre)

We expect to learn today that the economy expanded at a 1.7% rate in the fourth quarter. At least, that's our forecast, based on incomplete data, and revisions over time could easily push growth significantly away from this estimate. The inherent unreliability of the GDP numbers, which can be revised forever--literally--explains why the Fed puts so much more emphasis on the labor market data, which are volatile month-to-month but more trustworthy over longer periods and subject to much smaller revisions.

25 February 2019 Manufacturing Continues to Weaken, no Floor Yet in Sight (Publication Centre)

Last week's data added yet more weight to our view that manufacturing is in deep trouble, and that the bottom has not yet been reached.

27 June 2018 Aircraft Set to Depress May Durable Orders, but the Core Story is Better (Publication Centre)

We were wrong about headline durable goods orders in April, because the civilian aircraft component behaved very strangely.

25 October 2017 September Durable Orders are Hard to Call, Thanks to the Hurricanes (Publication Centre)

We have been very encouraged in recent months to see core capital goods orders breaking to the upside, relative to the trend implied by the path of oil prices.

26 April 2018 March Trade and Durable Orders Data to Boost Q1 GDP Forecasts? (Publication Centre)

The key data today, covering March durable goods orders and international trade in goods, should both beat consensus forecasts.

26 Feb. 2015 Downside Risks for January CPI and Durable Orders? (Publication Centre)

Two key reports today, on January consumer prices and durable goods orders, have the power to move markets substantially. We think both will undershoot market expectations, though we would be deeply reluctant to read too much into either report; both are distorted by temporary factors.

26 July 2018 June Durable Orders Likely Hit by a Quirk in the Aircra Component (Publication Centre)

We're braced for a hefty downside surprise in today's durable goods orders numbers, thanks to a technicality.

Consistently Right

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