Boeing(US:BA) 智通财经网·2025-08-26 14:19Group 1 - In July, U.S. core capital goods orders increased by 1.1%, exceeding all forecasts from economists surveyed by Bloomberg, indicating a positive shift in business investment plans as uncertainties around trade and tax policies diminish [1][5] - Total durable goods orders fell by 2.8%, with Boeing reporting a decline in orders for July compared to June, highlighting challenges in the aerospace sector [1][6] - Despite the growth in core capital goods orders, economists expect business investment to remain weak for the remainder of the year, with a potential recovery not anticipated until 2026 [5][6] Group 2 - The report indicated that shipments of core capital goods, excluding defense and aircraft, rose by 0.7%, suggesting a stable outlook for equipment investment [6][7] - The durable goods report showed increases in orders for electrical equipment, computers, machinery, and metals, along with a rebound in automotive orders [6][7] - The Atlanta Fed's GDPNow forecast predicts a slight increase in business equipment spending for the third quarter, with equipment spending contributing 0.26 percentage points in Q2 and 1.11 percentage points in Q1 [7]