经济不确定性加剧：美国零售销售连续下滑 房屋建筑商信心降至两年半低点

Group 1 - Retail sales in the U.S. fell by 0.9% month-on-month in May, marking the largest decline of the year and the second consecutive drop since April [1] - The decline in retail sales was primarily driven by the automotive sector, indicating that consumers are cutting back on spending due to concerns over tariff policies and personal financial situations [1] - Out of 13 categories covered in the report, 7 experienced a decline in sales, particularly in building materials, gasoline, and motor vehicle sales, which had previously seen a surge due to pre-tariff stockpiling [1] Group 2 - Consumer spending in restaurants and bars faced its largest drop since the beginning of 2023, reflecting reduced confidence among consumers [1] - The confidence of U.S. home builders unexpectedly fell to a two-and-a-half-year low in June, with the housing market index dropping from 34 to 32, indicating high inventory levels and potential buyers waiting for more reasonable prices [1] - The New York Fed reported that manufacturing activity in the state unexpectedly contracted in June, with the overall business conditions index declining nearly 7 points to -16, remaining in contraction for the fourth consecutive month [1]