AI Data Insight

The latest data shows that US Q1 2026 non-seasonally adjusted retail sales excluding autos jumped to $611.382 billion, a significant increase from the previous value of $528.537 billion. Coupled with a seasonally adjusted monthly increase of 0.5%, it not only outperformed the market consensus of 0.3%, but also reflected a strong rebound in consumer demand for apparel, health and personal care. Amid inflation and geopolitical disruptions, the solid consumption momentum may prompt the Federal Reserve to remain patient regarding rate cuts.

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