美国9月零售销售月率下降

Core Insights - The U.S. retail sales for September decreased from a previous value of 0.6% to 0.2%, indicating a downturn in consumer spending, which is a crucial pillar of the U.S. economy [2] - The U.S. Producer Price Index (PPI) year-on-year increased from 2.6% to 2.7%, while the month-on-month PPI rose from -0.1% to 0.3%. This suggests a potential slight rebound in inflation, which could impact future Consumer Price Index (CPI) data [2] - There is significant divergence among Federal Reserve members regarding future monetary policy, leading to uncertainty in the Fed's policy direction [2] - Recent indications suggest that the Federal Reserve is likely to continue with a 25 basis point rate cut in the upcoming December meeting, which could provide some support to the U.S. real economy and benefit the capital markets [2] - The U.S. economy is currently facing substantial uncertainty, exacerbated by various internal and external conflicts, making the Fed's gradual rate cuts insufficient to address the downward pressure on the economy [2] - The potential for "black swan" events adds to the concerns regarding the economic outlook, indicating a less optimistic future for the U.S. economy [2]