美国5月零售销售创年内最大跌幅，特朗普关税恶果显现！

Group 1 - In May, U.S. retail sales experienced the largest decline of the year, primarily due to new tariff policies affecting consumer spending, particularly in the automotive sector [1][3] - The retail sales month-on-month rate recorded a decrease of 0.9%, worse than the expected decline of 0.7%, with the previous value revised down from 0.1% to -0.1% [1][3] - Seven out of thirteen categories in the retail report showed declines, with significant impacts from building materials and automotive sales [3] Group 2 - Consumer confidence remains unstable due to rising living costs and high interest rates, leading to a deterioration in household financial conditions [3][4] - A recent survey indicated that 60% of respondents have cut back on spending due to concerns about a potential economic recession, particularly in dining and entertainment services [4] - The Federal Reserve is expected to assess the economic impact of recent record tariff increases during their upcoming meetings, with inflation data remaining relatively mild over the past three months [4]