September 2018 US durable goods report 25 October 2018
- Prior 4.4%. Revised to 4.6%
- Ex-transport 0.1% vs 0.5% exp m/m. Prior 0.0%. Revised to 0.3%
- Ex-defense -0.6% vs 0.1% exp m/m. Prior 2.5%
- Cap goods orders non-def ex-air -0.1% vs 0.5% exp m/m. Prior -0.9%. Revised to -0.2%
Worse than expected but some better revisions. Big shifts in the big ticket and aircraft cpmponent. Defense air.parts was up 119.1%
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