ABD'nin perakende satışları Ekim ayında beklentileri aştı, ancak ekonomistler rapora temkinli bir yaklaşım sergiliyor.

19 November 15, the US October retail sales better than expected, providing additional assurance for the health of US consumers before entering the important holiday season. Scott Helfstein, Head of Global X Investment Strategy, believes that this data may be more valuable for the Federal Reserve and investors than the CPI announced on Wednesday: 'In the case of slight weakness in the labor market, the health of consumers is a key issue for the upcoming earnings season and possible tariff increases.' However, some economists are concerned that the slowdown in October sales may exceed expectations. Aditya Bhave, economist at Bank of America, said that retail sales may actually decline due to the reduction in discretionary goods expenditure in states affected by Hurricane Milton and the adverse effects of seasonal adjustments. Economists at Citigroup, led by Gisela Hoxha, also take a cautious approach to this report, pointing out that Citibank credit card consumption in some retail categories decreased by 1.65% from the previous month, suggesting a more moderate consumption reflected in the report. Hoxha wrote: 'We still expect the labor market to weaken in the coming months, which will drag down consumption.'