美国9月零售销售环比增长0.8% 高于预期0.3%
US retails sales for September 0.8% MoM vs 0.3% estimate. Prior month 1.3%
U.S. retail sales increased by 0.8% month-on-month in September, higher than market expectations of 0.3%. The previous value was revised up to 1.2%. However, after excluding gasoline and automobiles, it only increased by 0.2%, and the control group only increased by 0.1%, which was lower than expected; gasoline stations contributed 71% of the increase in US dollars in September. The author believes that overall consumer spending growth is not as strong as the headline, with gasoline and restaurants being the main contributors.
The overall US retail sales in September exceeded expectations, mainly driven by gasoline sales. After excluding gasoline and automobiles, growth slowed down significantly. The control group fell short of expectations, indicating that consumption momentum is not widespread. Traders need to pay attention to the disruption of this data to the Fed's policy expectations and whether the subsequent core retail component will continue to be weak, which may affect the short-term reaction of the U.S. dollar and gold.
美国9月零售销售整体超预期，但剔除汽油和对照组后明显转弱，便于区分汽油推升与广泛消费动能。
来源：ForexLive · investinglive.com