Macro & economy RegionUnited States Impact Notable
US new home sales, durable goods orders beat estimates in September
What happened
US new home sales for September came in at 0.676 million annualized, above the 0.650 million estimate, according to the Census Bureau. Separately, US durable goods orders for September rose 1.8%, beating the 1.7% expected. The AI investment boom is powering US business spending on equipment.
What it means for markets
The stronger-than-expected data points to a resilient US economy, which could push Treasury yields higher and strengthen the US dollar. This may weigh on gold and pressure rate-sensitive sectors like small caps. The AI investment boom is a key driver of equipment spending.
AssetExpectedMove since first report
S&P 500 SPY Strong data supports economic resilience, boosting equities
▲ Up
-1.26% 765.37 (2026-10-26) → 755.72 (2026-10-30)
Long Treasuries TLT Strong data may push Treasury yields higher
▼ Down
+0.20% 81.68 (2026-10-26) → 81.84 (2026-10-30)
US dollar UUP Strong data may strengthen the US dollar
▲ Up
-0.03% 29.01 (2026-10-26) → 29.00 (2026-10-30)
Gold GLD Strong data and higher yields may weigh on gold
▼ Down
-3.27% 367.82 (2026-10-26) → 355.78 (2026-10-30)
What to watch
- Any revision to durable goods orders data
Source timeline
- Reuters AI investment boom powers US business spending on equipment in September
- investingLive US New home sales for September 0.676M annualized vs 0.650M estimate
- investingLive US September durable goods orders +1.8% vs +1.7% expected