FX.co ★ U.S. Durables Excluding Defense Show Dramatic Decline in February

The United States saw a stark reversal in its economic indicators for durable goods excluding defense, with February 2025 reflecting a significant downturn. This sector, a vital component of economic health, experienced a sharp decrease from the previous month, dropping from a robust 3.5% in January to a mere 0.8% in February.

This month-over-month comparison underscores a substantial cooling in purchasing behavior, as updated data dated March 26, 2025, reveals. The drop suggests a possible retraction in the domestic market for durable goods, excluding defense-related procurements, and raises concerns about consumer confidence and economic stability in the coming months.

Economists and investors will likely scrutinize these figures, looking for indications of broader economic trends. The substantial reduction could signal the beginning of a fiscal slowdown or could be attributed to specific factors affecting consumer behavior and spending in the durable goods market. As stakeholders analyze these developments, the strategic focus may be on understanding the underlying causes and potential policy adjustments to stimulate the economy.