Market Trends - U S equities表现不一，因七月零售销售报告符合预期[1]

Retail Sales Performance - U.S retail sales increased as expected in July [1] - Consumers took advantage of online sales [1] - Consumers hit automobile lots [1]

Economic Data Overview - U.S. Retail Sales for July increased by 0.5%, down from a revised 0.9% in June, which was the second-highest level of the year [2] - Excluding auto sales, Retail Sales were also in line with estimates at +0.3%, a decrease from the upwardly revised +0.8% in June [2][3] - Core Retail Sales (Control print) for July was +0.5%, down from the revised +0.8% in June, indicating a slowdown in consumer spending [3] Import and Export Prices - July Import Prices rose by 0.4%, significantly above the consensus estimate of 0.0%, marking the highest level since April 2024 [4] - Year-over-year, Import Prices have remained at -0.2% for three consecutive months [4] - Exports for July increased by only 0.1%, down from +0.5% in June, with year-over-year growth decreasing from +2.6% to +2.2% [5] Trade Dynamics - The increase in Import Prices suggests that U.S. trading partners are not absorbing tariff costs, as higher prices indicate a lack of downward trend [6] - The current trade situation reflects a challenge, with rising Import Prices and declining Export values [5][6] Manufacturing Sector Insights - The Empire State Index for August reported a higher-than-expected figure of 11.9, marking the second-highest month since November of the previous year [7] - This is the second consecutive positive reading after four months of negative results, indicating a potential recovery in the manufacturing sector [7] Market Outlook - The S&P 500 is on track to maintain its winning streak, achieving record closing highs throughout the week [8] - Upcoming economic data releases and the Jackson Hole Economic Symposium are anticipated to influence market sentiment, particularly regarding potential Fed rate cuts [8][9]

Yeah, Rick Santelli standing by at the CME uh in Chicago. Could anything change. Could we have a whole new view on everything based on imports today, Rick.Probably not, right. No, you know, it's hard to tell the these numbers the last couple days. The most interesting feature about them, CPI and PPI, is the market response.We could spend a lot of time digging into data and looking at how strained some of it is, but the market divined it real well. Here we go. It's hitting the wires.Retail sales. This is for ...

US retail sales rose in July in a broad-based advance, boosted by car sales and major online promotions in a sign consumers stepped up their spending in recent months. https://t.co/LZR3Atk3NM ...

Geopolitical Events - The Trump administration is said to be discussing a meeting between Trump and Putin in Alaska [1] Business and Finance - The Trump administration is reportedly discussing taking a stake in Intel [1] - Retail sales data is in focus [1]

Economic Indicators - China's July industrial production increased by 57% year-over-year, below the expected 59% [1] - Retail sales in China increased by 37% year-over-year in July, also below the expected 46% [1] - The surveyed urban unemployment rate in China was 52% in July, higher than the expected 51% [1] - Fixed asset investment in urban areas of China increased by 16% year-to-date through July, below the expected 27% [1]

Brazil’s retail sales unexpectedly fell in June, marking their third consecutive drop and the latest sign Latin America’s biggest economy is cooling down https://t.co/cgFszEuYJY ...

Australian retail sales came in stronger than forecast in the final reading of the series, running counter to recent data that’s supported the Reserve Bank cutting interest rates as early as next month https://t.co/KI76fENal6 ...

Retail sales in Toronto are lagging the rest of Canada, as the region that depends on manufacturing exports shows signs of struggling economic growth https://t.co/BTwhZbFvLx ...