U.S. durable goods orders just beat expectations in September—up 0.5% vs. the forecast 0.3%. August's numbers got bumped up to 3.0%, so momentum is holding. Strip out transportation? Still solid at 0.6% growth, crushing the expected 0.2%.

Why does this matter? Stronger manufacturing orders = healthier economy = potential Fed pivot signals. This could shift expectations on rate cuts, which directly impacts risk asset sentiment (including crypto). Markets will be watching how this data reshapes the Fed's narrative heading into their next decision.