美国9月零售销售：增长0.2%，消费者动能三季度末减弱

Core Insights - The core viewpoint of the article highlights a weakening consumer momentum in the U.S. retail sector by the end of Q3, as indicated by the September retail sales data released by the U.S. Department of Commerce [1] Group 1: Retail Sales Data - In September, retail sales increased by 0.2% unadjusted for inflation, which is lower than the 0.6% increase in August [1] - Excluding automobiles and gasoline, retail sales only grew by 0.1% [1] - Among 13 categories, 8 experienced growth, primarily driven by sales in gas stations and personal care stores [1] Group 2: Consumer Behavior - There is a noted decline in auto sales for the first time in four months, along with decreases in electronics, clothing, and sporting goods retail [1] - Consumer momentum has weakened, with high-income consumers supporting overall spending, while low-income consumers are facing financial strain [1] - Rising prices and softening employment conditions have led to cautious shopping behavior, with consumer confidence nearing historical lows [1] Group 3: Economic Outlook - The income disparity is a concern for the Federal Reserve, which is divided on whether to lower interest rates next month [1] - Investors still perceive a higher likelihood of a rate cut in December [1]