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美国7月零售销售月率下降
Sou Hu Cai Jing·2025-08-16 14:47

Group 1 - The core point of the article indicates a decline in U.S. retail sales growth, with July retail sales month-on-month rate dropping from 0.9% to 0.5%, and core retail sales month-on-month rate decreasing from 0.8% to 0.3% [2] - The decline in retail sales suggests a risk of contraction in consumer spending, which is a crucial driver of the U.S. economy [2] - The University of Michigan's consumer confidence index for August also fell from 61.7 to 58.6, reflecting a decrease in consumer willingness to spend [2] Group 2 - There are widespread concerns that the inflation in the U.S. economy could significantly rebound due to President Trump's tariff policies; however, the contraction in consumer spending makes such a rebound less likely [2] - The article argues that the U.S. economic outlook is more likely to face a downturn rather than a significant inflation rebound, suggesting that even aggressive interest rate cuts by the Federal Reserve may not effectively boost the economy in the short term [2]