AI Data Insight

The latest data shows that US non-seasonally adjusted retail sales in Q1 2026 (February) reached $657.3 billion, rebounding sharply from the previous month's $563.6 billion and outperforming market expectations. This was primarily driven by a recovery in auto demand and strong apparel sales, highlighting consumer resilience supported by the labor market. However, the potential crowding-out effect caused by surging oil prices remains a concern for the future outlook.

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