HomeMarketsU.S. EconomyWhy Feb. Durable Goods Beat Wasn't a Surprise

Why Feb. Durable Goods Beat Wasn't a Surprise

Spencer Hakimian says the February Durable Goods orders make "perfect sense" and it paints a picture that companies are pushing up their orders, rather than waiting for tariff-impacted prices in later months. He does caution that the stopping and starting of tariff plans could extend the cycle of durable goods performance. "Uncorrelated diversification" is Spencer's portfolio outlook for an unknown and fluid market.

Morning Movers

26 Mar 2025

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