Latest / Markets with Megan: A Quick Financial Markets Update
Good Data, Bad News for Stocks? | S3 E122 | 02-18-26
Markets love a good data day—until the Fed has the last word. We open with a clear read on the economy’s engine room: core durable goods rose for the sixth straight month, even as the aircraft-heavy headline slipped. Under the hood, momentum clustered in AI-adjacent categories like computers, electronics, and electrical equipment, with machinery and metals showing double‑digit year‑over‑year gains. That mix points to real business investment in compute, power, and automation—signals that feed directly into fourth quarter GDP and, potentially, future productivity.
Housing adds another puzzle…
The skinny
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