美国10月零售销售超预期 但经济学家对报告持谨慎态度

金十财经
15 Nov 2024

【美国10月零售销售超预期 但经济学家对报告持谨慎态度】金十数据11月15日讯,美国10月零售销售好于预期,为美国消费者在进入重要的假日季节前的健康状况提供了额外的保证。Global X投资策略主管斯Scott Helfstein认为,对于美联储和投资者来说,这一数据可能比周三公布的CPI更有参考价值:“在劳动力市场略有疲软的情况下,对于即将到来的财报季和可能的关税提高来说,消费者的健康状况是一个关键问题。”但一些经济学家担心10月销售放缓程度超出预期。美国银行经济学家Aditya Bhave表示,受飓风“米尔顿”影响的各州可自由支配商品支出减少以及不利的季节性调整影响,零售销售可能实际上有所下降。以Gisela Hoxha为首的花旗经济学家也对这份报告持谨慎态度,并指出10月花旗银行信用卡在部分零售类别上的消费较上月下降了1.65%,认为报告将反映出更温和的消费。Hoxha写道:“我们仍然预计未来几个月劳动力市场将走弱,这将拖累消费。”

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