美国2月零售额跃升，为8个月最大涨幅。

美国2月零售额跃升，为8个月最大涨幅。
US Retail Sales Jumped Most In 8 Months In February

原始链接: https://www.zerohedge.com/personal-finance/us-retail-sales-jumped-most-8-months-february

2月份零售销售数据超出预期，环比上涨0.6%，略低于美国银行的预测。此前一月份数据经修正后出现下降，但本次为2023年6月以来最强劲的月度增长，同比增长3.7%。值得注意的是，核心零售销售（不包括汽车）和“控制组”——GDP计算的关键组成部分——均环比强劲增长0.5%，显著超过预测。汽车经销商的支出显著增加，而食品和饮料则出现下降。实际零售销售也已反弹。然而，该数据尚未完全反映近期战争和油价上涨的影响，但4月份可能出现的退税可能会提供一些抵消。总体而言，报告显示消费者支出强劲，尽管经济面临不利因素。

Bank of America's omniscient analysts forecast a very strong month for Retail Sales in February data (released today)...

The actual print was +0.6% MoM (better than the 0.5% consensus, but less than BofA's forecast) comes after a revised higher 0.1% MoM decline in January (and December's nothingburger)...

Source: Bloomberg

That is the highest MoM rise since June 2025, and sales rose 3.7% YoY...

Core Retail Sales (Ex Autos) rose 0.5% MoM (much better than expected) and Ex Autos and Gas also rose more than expected (+0.4% MoM).

Food and Beverage spending fell while Motor Vehicle and Parts Dealers saw the biggest jump...

Most importantly, the 'Control Group' which plugs into the GDP calculation rose 0.5% MoM (also considerably better than expected).

Interestingly, 'real' retail sales (admittedly crudely adjusted via CPI) have rebounded from a negative print in December...

Of course, this data was before the war started and before gas prices really exploded (but then again April's tax refunds may offset some of the pain).

美国2月零售额跃升，为8个月最大涨幅。 US Retail Sales Jumped Most In 8 Months In February

美国2月零售额跃升，为8个月最大涨幅。
US Retail Sales Jumped Most In 8 Months In February