Ex Transport -0.6% vs. -0.8%

  • Prior revised down to -2.1% from -1.9%
  • Ex transport -0.6% vs -1.1% last month
  • Ex Defense -1.4% vs -1.7% last month
  • Capital goods non defense ex aircraft new orders fall -0.1% vs -1.4% last month
  • Durable goods orders -1.2% after -2.9% fall last month
  • Capital goods -5.4% vs -7.0% last month
  • Inventories down -0.4%; Shipments down -0.4%

Overall, not a great report given the revisions and the negative readings. The dollar has come off a bit after rallying into the figures.