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A Narrowing Gap, Not a Closing One
Key Highlights
A Framework Under Stress
The Return of Long-Cycle Investment
The Pricing Disconnect
The Public Announcement
The Appointment
April delivered the sharpest monthly jump in US durable goods orders in nearly a year. New orders for manufactured durable goods rose 7.9% to $346 billion, according to the U.S. Census Bureau's advance report released May 28, 2026, beating market forecasts of a 3.5% …
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