US Durable Goods Orders fell -1.4% MoM in December 2025 (to $319.6B), lower than the expected ~ -2.0% decline, according to a delayed report by the U.S. Census Bureau. This drop follows an upwardly revised +5.4% surge in November. The month-over-month change in Durable Goods Orders provides insight into business investment trends and broader economic momentum and is often closely monitored by economists. Historically, higher MoM orders have been associated with a stronger US dollar and a positive near-term trajectory for the US economy. Key drivers for December data: - Transportation equipment dropped sharply -5.3%, led by a -25.9% plunge in nondefense aircraft & parts. - Capital goods orders were down -3.9%. Core measures remained more resilient: - Orders excluding volatile transportation went up by +0.9% and were also revised up by 0.4% for November. - Orders excluded defence dropped -2.5% MoM after a prior surge of +6.6% for November. - Shipments of manufactured durable goods advanced 1.0%, reaching $311.5 billion. - Unfilled orders of the durable goods added 0.9%, landing at $13.2 billion. Despite the headline dip, underlying demand (excluding seasonally volatile transport) appears to be holding up better than expected, which may be a positive signal for manufacturing and the economy. What is your take on today's release? Let us know in the comments below.