When Macro Data Confirms the Market's Story: Reading the AI Capex Signal as an Index Trader
June durable goods orders barely rose, but underneath the soft headline, core capital goods shipments posted their largest gain in years on AI spending. The same divergence running through big-tech earnings is now visible in government data. This is how a 0DTE index trader should read a signal like that landing 48 hours before three megacaps report into a Fed decision: as regime context, not a trade.