AI Data Insight

In May 2026 (Q2 2026), US retail sales excluding motor vehicles and parts reached $625.024 billion, a slight monthly increase of 0.25%, lower than the market's original estimate of 0.5%. Although rising oil prices and the e-commerce boom supported core buying momentum, as tax refund funds dry up, consumption polarization is emerging, which may subsequently prompt the Federal Reserve to reassess the timing of interest rate cuts.

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