FX.co ★ U.S. Durable Goods Orders Swing Negative in December After Strong November Surge

U.S. durable goods orders declined by 1.4% in December 2025 on a month-over-month basis, reversing part of November’s strong gain, according to data updated on 18 February 2026. The pullback follows a sharp 5.4% increase in November 2025, highlighting renewed volatility in demand for long-lasting manufactured products.

The month-over-month comparison shows that while November saw robust momentum versus October, December’s figures reflect a cooling in new orders as the year closed. Since the “actual” data measure the change in December relative to November, and the “previous” figure measured November relative to October, the swing from +5.4% to -1.4% suggests a notable loss of short-term strength in the sector.

Investors and analysts will likely read the December decline as a signal that the late-year surge in durable goods orders was not sustained into the final month of 2025. Markets may now look to upcoming releases to determine whether December marks a temporary correction after an unusually strong November or the start of a softer trend in U.S. manufacturing demand.