US Durable Goods Orders – core rate (July 2026, ex aircraft and defense, released August 26, 2026): monthly gain of at least +0.5% versus June 2026 (confirmed by BEA press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 23. August 2026
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Predicted for 26. August 2026
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Based on: Historical Cycle
US core durable goods orders (ex aircraft, ex defense) are a reliable leading indicator for business investment. Over the past six releases, monthly readings ranged from -0.2% to +0.8% with a mean of ~+0.4%. Bloomberg consensus for July 2026 is approximately +0.4%. A beat to ≥+0.5% is consistent with the recently expansionary ISM Manufacturing environment (existing open prediction: ISM Mfg. >52 for August). No direct prediction market; forecast sits modestly above the consensus median.
Data basis for this prediction
- BEA: US Durable Goods Orders Juni 2026 – Kernrate +0,5% MoM (Referenz-Vormonat)
- Bloomberg Economist Survey August 2026: Consensus ~+0,4% für Core Durable Goods Juli 2026
- ISM Manufacturing PMI Juli 2026: Expansion (letzter verfügbarer Wert vor Veröffentlichung)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] US Kernrate langlebige Güter (nondefense capital goods ex aircraft), Juli 2026, veröffentlicht heute 8:30 ET: +0,9 % MoM gegenüber Juni 2026. Quelle: TradingKey-Wirtschaftskalender (Actual-Wert). 0,9 % ≥ 0,5 % → Schwellenwert erfüllt.
📈 Economy
✦ AI
The S&P 500 closed at 7,591 on 10 September 2026 (-0.59%), weighed by high oil prices (Brent $105.71) and US-Iran tensions. The probability of a 25bp FOMC rate hike on 16 September stands at 62% (CME FedWatch), Kalshi 57%, Polymarket 56% – largely priced in. Historically, markets react more moderately to anticipated rate moves than to surprises. The 7,500 threshold equals a 1.2% drop over seven trading days – unlikely from an anticipated hike alone. Main risk: hawkish FOMC statement or acute Gulf escalation.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.