美国9月份零售销售小幅增长，在数月强劲表现后失去动力

Core Insights - The U.S. Department of Commerce released the delayed retail sales data for September, showing a 0.2% increase in retail sales, which is lower than the 0.6% increase in August [1] - Retail sales excluding automobiles and gasoline only grew by 0.1%, indicating a slowdown in consumer spending momentum towards the end of Q3 [1] Retail Sales Performance - Out of 13 categories, 8 recorded growth, primarily driven by sales at gas stations, personal care stores, and miscellaneous retailers [1] - Motor vehicle sales experienced a decline for the first time in four months, while sales in electronics, clothing, and sporting goods also decreased [1] Consumer Behavior and Economic Indicators - High-income consumers supported overall spending due to strong stock market performance, but low-income consumers showed signs of financial strain [1] - Rising prices and a weakening job market have made many shoppers more cautious, pushing consumer confidence close to historical lows [1] Federal Reserve Considerations - The income disparity among consumers has been a focal point for Federal Reserve officials [1] - There is a notable division among Federal Reserve decision-makers regarding the possibility of another interest rate cut in the upcoming meeting, with investors currently believing that the likelihood of a rate cut in December is greater than that of no cut [1]