US Daily Data Recap: Another solid orders report

Research evidence excerpt

US Daily Data Recap: Another solid orders report

Global Research

27 July 2026ab

US Daily Data Recap Economics

AmericasAnother solid orders report

Amanda Wilcox

Economist

Headline durable orders rose 0.3% in June, below expectations off a smaller than amanda.wilcox@ubs.com

+1-212-713 3899

expected rebound in aircraft orders, but the underlying investment signal was stronger.

Orders of nondefense capital goods ex-aircraft (core orders) rose 0.9% in June, with May Jonathan Pingle

revised higher and computer and electronics orders posting another solid gain. Core Economist

shipments also accelerated up 1.9% in June, and with core orders still running above jonathan.pingle@ubs.com

+1-212-713 2225

shipments, the data point to strong equipment investment in Q2 and potential upside

risks to our tracking for Q3 equipment investment. Alan Detmeister

alan.detmeister@ubs.com

As of July 24, the average US retail regular-grade gasoline price sat at $4.11 per gallon, +1-212-713 1222

above early-July lows. The Brent crude oil price eased slightly since late last week but

Abigail Wattremains elevated at $91 per barrel. After two weeks of strikes, the US and Iran have

paused strikes for three days, with headlines suggesting potential for talks between the abigail.watt@ubs.com

two (link here). Drilling activity has gradually responded to higher prices, with the oil rig +1-212-882 6929

count up 8.4% relative to a year ago despite a small decline in the latest week.

Jalen Nichols

The FRB of Dallas manufacturing survey mirrored the improvement seen in other jalen.nichols@ubs.com

regional manufacturing surveys in July, with the ISM-weighted composite rising 1.3 +1-212-882 6905

points to 53.9. Respondent comments showed solid demand in certain sectors, but