零售意外下跌，美国7月经济超预期下滑，高盛都说不妙

华尔街见闻2021-08-18

美国市场又变天了，前脚还沉浸在经济向好，美联储可能提前采取行动的讨论之中，后脚素有“恐怖数据”之称的美国零售销售数据就送来了坏消息。美国商务部周二（8月17日）公布数据显示，美国7月零售销售环比减少1.1%，大幅超过市场预期的减少0.3%，而前值为增加0.6%。惨淡数据在市场掀起动荡。美元和基准10年期美国国债收益率盘中拉升，美股三大指数自7月30日以来首次集体收跌，均创7月19日以来最大收盘...

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25d459fd
2021-08-18
25d459fd
去看看中國6月和7月的社會消費吧，環比下跌10%
猫猫723
2021-08-18
猫猫723
?

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href=https://wallstreetcn.com/articles/3638212><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国市场又变天了，前脚还沉浸在经济向好，美联储可能提前采取行动的讨论之中，后脚素有“恐怖数据”之称的美国零售销售数据就送来了坏消息。\n美国商务部周二（8月17日）公布数据显示，美国7月零售销售环比减少1.1%，大幅超过市场预期的减少0.3%，而前值为增加0.6%。\n惨淡数据在市场掀起动荡。美元和基准10年期美国国债收益率盘中拉升，美股三大指数自7月30日以来首次集体收跌，均创7月19日以来最大收盘...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638212\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GS","symbol_name":"高盛","start_time":0,"source_url":"https://wallstreetcn.com/articles/3638212","article_id":"2160893897","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3638212","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2160893897","pubTimestamp":1629251038,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"高盛表示，美国7月零售销售和汽车产量低于预期，加上德尔塔变种病毒越来越可能拖累服务消费，该行经济学家可能会修改对下半年增长的假设。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"GS":"高盛"},"translate_title":"Retail sales unexpectedly fell, the US economy fell more than expected in July, and Goldman Sachs said it was not good","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c328523d99ab8f424da976eb8d3dada3","symbols_score_info":{"GS":0.9},"content_text":"美国市场又变天了，前脚还沉浸在经济向好，美联储可能提前采取行动的讨论之中，后脚素有“恐怖数据”之称的美国零售销售数据就送来了坏消息。\n美国商务部周二（8月17日）公布数据显示，美国7月零售销售环比减少1.1%，大幅超过市场预期的减少0.3%，而前值为增加0.6%。\n惨淡数据在市场掀起动荡。美元和基准10年期美国国债收益率盘中拉升，美股三大指数自7月30日以来首次集体收跌，均创7月19日以来最大收盘跌幅。\n市场之所以反应这么大，是因为消费者支出占美国经济活动逾三分之二，零售销售数据直接反映出美国消费者支出的增减变化，对该国的经济现状和前景具有重要指导作用。\n数据公布后，高盛第一时间发布报告，言简意赅地总结了当前美国经济形势：“不妙”(not good)。 该行策略师Chris Hussey写道：\n\n 尽管5月和6月的核心零售被上修，但7月份零售销售下降了1.1%，降幅超过预期。值得注意的是，这种下降出现在政府并未实施的出行限制和封锁的情况下，这表明美国消费者选择待在家里，减少支出——这与上周密歇根消费者信心调查的大幅下降一致。此外，对个别类别的调查显示，非必需消费品(如电子产品和电器)以及非实体零售店的增速放缓幅度最大，这或许也反映出一些失业救济即将到期的影响。消费者领头羊沃尔玛(Walmart)和家得宝(Home Depot)公布的财报显示，消费者行为正在放缓。\n\n在供应端，高盛指出，7月份工业生产增长，主要受汽车和零部件制造业增长11.2%的推动，但企业库存也有所增加。受当前销售和预期销售成分的推动，建筑商信心也下降，达到2020年7月以来的最低水平，尽管未来销售预期保持不变。\nHussey表示，7月份低于预期的零售销售和汽车产量，加上德尔塔变种病毒越来越可能拖累服务消费，该行经济学家可能会修改对下半年增长的假设，“尽管我们仍然预计，在疫苗供应充足和相对宽松的新冠政策的背景下，德尔塔变种不会对美国产生实质性的经济影响。”\n美国银行也对美国经济前景表达了悲观的看法。该首席经济学家Michelle Meyer在对令人失望的零售数据发表评论时强调，尽管她预计8月份零售额会出现小幅增长，但“仍存在下行风险”：\n\n 非商店零售商的支出应该会反弹，但服务支出将会减弱。我们从数据中看到旅行支出明显回落，这似乎与新冠病例增加的趋势相一致。同时，密歇根大学消费者信心调查在8月初大幅下降，因为消费者对新冠肺炎病例增加和价格高企表示担忧。\n\nMeyer预计，美国第三季度经季节性因素调整后的实际消费指出环比增速将仅为1.5%，较二季度12.3%的增速大幅放缓。\n美联储主席鲍威尔周二与全美教育工作者和学生进行线上市政厅会议时表示，疫情的持久和严重经济影响尚不确定，需向服务业就业提供支持。","kind":"highlight","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":833402511,"gmtCreate":1629252932033,"gmtModify":1676529980474,"author":{"id":"3465431827100262","authorId":"3465431827100262","name":"25d459fd","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3465431827100262","idStr":"3465431827100262"},"htmlText":"去看看中國6月和7月的社會消費吧，環比下跌10%","listText":"去看看中國6月和7月的社會消費吧，環比下跌10%","text":"去看看中國6月和7月的社會消費吧，環比下跌10%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833402511","repostId":2160893897,"repostType":2,"repost":{"id":"2160893897","kind":"highlight","pubTimestamp":1629251038,"share":"https://ttm.financial/m/news/2160893897?lang=en_US&edition=fundamental","pubTime":"2021-08-18 09:43","market":"hk","language":"zh","title":"Retail sales unexpectedly fell, the U.S. economy fell more than expected in July, Goldman Sachs said it was bad","url":"https://stock-news.laohu8.com/highlight/detail?id=2160893897","media":"华尔街见闻","summary":"高盛表示，美国7月零售销售和汽车产量低于预期，加上德尔塔变种病毒越来越可能拖累服务消费，该行经济学家可能会修改对下半年增长的假设。","content":"<p>The U.S. market has changed again, and the front foot is still immersed in the discussion that the economy is improving and the Federal Reserve may take action in advance. The retail sales data of the United States, known as the \"horror data\", has sent bad news.</p><p>Data released by the U.S. Department of Commerce on Tuesday (August 17th) showed that U.S. retail sales decreased by 1.1% month-on-month in July, significantly exceeding market expectations for a 0.3% decrease, while the previous value increased by 0.6%.<img src=\"https://static.tigerbbs.com/d4ccbd68c1f0e68023a7d7850102c2aa\" tg-width=\"1104\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p>Dismal data caused turmoil in the market. The U.S. dollar and benchmark 10-year U.S. Treasury Bond yields rose intraday, and the three major U.S. stock indexes collectively closed down for the first time since July 30, all recording their largest closing declines since July 19.</p><p>The reason why the market reacts so much is that consumer spending accounts for more than two-thirds of U.S. economic activity. Retail sales data directly reflect the increase and decrease of U.S. consumer spending, which plays an important guiding role in the country's economic status and prospects.</p><p><b>After the data is released,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The report was released as soon as possible, concisely summarizing the current economic situation in the United States: \"not good\".</b>Chris Hussey, strategist at the bank, wrote:</p><p>Although core retail was revised upwards in May and June, retail sales fell 1.1% in July, a larger-than-expected decline. Notably, this decline comes amid travel restrictions and lockdowns not imposed by the government, suggesting that U.S. consumers are choosing to stay home and spend less-in line with the sharp drop in the Michigan Consumer Confidence Survey last week. In addition, the survey of individual categories showed that consumer discretionary goods (such as electronics and appliances) and non-brick-and-mortar retail stores saw the largest slowdown, perhaps also reflecting the impact of the impending expiration of some unemployment benefits. Consumer Leader<a href=\"https://laohu8.com/S/WMT\">Walmart</a>(Walmart) and<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(Home Depot) reported earnings showing consumer behavior is slowing. On the supply side, Goldman Sachs pointed out that industrial production increased in July, mainly driven by an 11.2% increase in auto and parts manufacturing, but corporate inventories also increased. Builder confidence also declined, reaching its lowest level since July 2020, driven by current sales and expected sales components, although future sales expectations remain unchanged.</p><p><b>Hussey said lower-than-expected retail sales and auto production in July, coupled with the increasingly likely delta variant of the virus to drag on services consumption, economists at the bank may revise their assumptions for second-half growth</b>, \"Although we still do not expect the Delta variant to have a substantial economic impact on the United States in the context of ample vaccine supplies and relatively lax COVID-19 policies.\"</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>He also expressed a pessimistic view on the economic outlook of the United States. Commenting on the disappointing retail data, Michelle Meyer, the chief economist, stressed that although she expects a small increase in retail sales in August, there are \"downside risks\":</p><p>Non-store retailer spending should rebound, but service spending will weaken. We see a clear pullback in travel spending from the data, which seems to be consistent with the trend of increasing COVID cases. Meanwhile, the University of Michigan Consumer Confidence Survey fell sharply in early August as consumers expressed concerns about rising cases and high prices in novel coronavirus pneumonia.<b>Meyer predicts that the seasonally adjusted actual consumption in the United States in the third quarter will grow at only 1.5% quarter-on-quarter, a sharp slowdown from the 12.3% growth rate in the second quarter.</b></p><p>Federal Reserve Chairman Jerome Powell said during an online town hall meeting with educators and students across the United States on Tuesday that the lasting and severe economic impact of the epidemic is uncertain and support needs to be provided for employment in the service industry.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retail sales unexpectedly fell, the U.S. economy fell more than expected in July, Goldman Sachs said it was bad</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRetail sales unexpectedly fell, the U.S. economy fell more than expected in July, Goldman Sachs said it was bad\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-18 09:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. market has changed again, and the front foot is still immersed in the discussion that the economy is improving and the Federal Reserve may take action in advance. The retail sales data of the United States, known as the \"horror data\", has sent bad news.</p><p>Data released by the U.S. Department of Commerce on Tuesday (August 17th) showed that U.S. retail sales decreased by 1.1% month-on-month in July, significantly exceeding market expectations for a 0.3% decrease, while the previous value increased by 0.6%.<img src=\"https://static.tigerbbs.com/d4ccbd68c1f0e68023a7d7850102c2aa\" tg-width=\"1104\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p>Dismal data caused turmoil in the market. The U.S. dollar and benchmark 10-year U.S. Treasury Bond yields rose intraday, and the three major U.S. stock indexes collectively closed down for the first time since July 30, all recording their largest closing declines since July 19.</p><p>The reason why the market reacts so much is that consumer spending accounts for more than two-thirds of U.S. economic activity. Retail sales data directly reflect the increase and decrease of U.S. consumer spending, which plays an important guiding role in the country's economic status and prospects.</p><p><b>After the data is released,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The report was released as soon as possible, concisely summarizing the current economic situation in the United States: \"not good\".</b>Chris Hussey, strategist at the bank, wrote:</p><p>Although core retail was revised upwards in May and June, retail sales fell 1.1% in July, a larger-than-expected decline. Notably, this decline comes amid travel restrictions and lockdowns not imposed by the government, suggesting that U.S. consumers are choosing to stay home and spend less-in line with the sharp drop in the Michigan Consumer Confidence Survey last week. In addition, the survey of individual categories showed that consumer discretionary goods (such as electronics and appliances) and non-brick-and-mortar retail stores saw the largest slowdown, perhaps also reflecting the impact of the impending expiration of some unemployment benefits. Consumer Leader<a href=\"https://laohu8.com/S/WMT\">Walmart</a>(Walmart) and<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(Home Depot) reported earnings showing consumer behavior is slowing. On the supply side, Goldman Sachs pointed out that industrial production increased in July, mainly driven by an 11.2% increase in auto and parts manufacturing, but corporate inventories also increased. Builder confidence also declined, reaching its lowest level since July 2020, driven by current sales and expected sales components, although future sales expectations remain unchanged.</p><p><b>Hussey said lower-than-expected retail sales and auto production in July, coupled with the increasingly likely delta variant of the virus to drag on services consumption, economists at the bank may revise their assumptions for second-half growth</b>, \"Although we still do not expect the Delta variant to have a substantial economic impact on the United States in the context of ample vaccine supplies and relatively lax COVID-19 policies.\"</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>He also expressed a pessimistic view on the economic outlook of the United States. Commenting on the disappointing retail data, Michelle Meyer, the chief economist, stressed that although she expects a small increase in retail sales in August, there are \"downside risks\":</p><p>Non-store retailer spending should rebound, but service spending will weaken. We see a clear pullback in travel spending from the data, which seems to be consistent with the trend of increasing COVID cases. Meanwhile, the University of Michigan Consumer Confidence Survey fell sharply in early August as consumers expressed concerns about rising cases and high prices in novel coronavirus pneumonia.<b>Meyer predicts that the seasonally adjusted actual consumption in the United States in the third quarter will grow at only 1.5% quarter-on-quarter, a sharp slowdown from the 12.3% growth rate in the second quarter.</b></p><p>Federal Reserve Chairman Jerome Powell said during an online town hall meeting with educators and students across the United States on Tuesday that the lasting and severe economic impact of the epidemic is uncertain and support needs to be provided for employment in the service industry.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3638212\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3638212","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160893897","content_text":"美国市场又变天了，前脚还沉浸在经济向好，美联储可能提前采取行动的讨论之中，后脚素有“恐怖数据”之称的美国零售销售数据就送来了坏消息。\n美国商务部周二（8月17日）公布数据显示，美国7月零售销售环比减少1.1%，大幅超过市场预期的减少0.3%，而前值为增加0.6%。\n惨淡数据在市场掀起动荡。美元和基准10年期美国国债收益率盘中拉升，美股三大指数自7月30日以来首次集体收跌，均创7月19日以来最大收盘跌幅。\n市场之所以反应这么大，是因为消费者支出占美国经济活动逾三分之二，零售销售数据直接反映出美国消费者支出的增减变化，对该国的经济现状和前景具有重要指导作用。\n数据公布后，高盛第一时间发布报告，言简意赅地总结了当前美国经济形势：“不妙”(not good)。 该行策略师Chris Hussey写道：\n\n 尽管5月和6月的核心零售被上修，但7月份零售销售下降了1.1%，降幅超过预期。值得注意的是，这种下降出现在政府并未实施的出行限制和封锁的情况下，这表明美国消费者选择待在家里，减少支出——这与上周密歇根消费者信心调查的大幅下降一致。此外，对个别类别的调查显示，非必需消费品(如电子产品和电器)以及非实体零售店的增速放缓幅度最大，这或许也反映出一些失业救济即将到期的影响。消费者领头羊沃尔玛(Walmart)和家得宝(Home Depot)公布的财报显示，消费者行为正在放缓。\n\n在供应端，高盛指出，7月份工业生产增长，主要受汽车和零部件制造业增长11.2%的推动，但企业库存也有所增加。受当前销售和预期销售成分的推动，建筑商信心也下降，达到2020年7月以来的最低水平，尽管未来销售预期保持不变。\nHussey表示，7月份低于预期的零售销售和汽车产量，加上德尔塔变种病毒越来越可能拖累服务消费，该行经济学家可能会修改对下半年增长的假设，“尽管我们仍然预计，在疫苗供应充足和相对宽松的新冠政策的背景下，德尔塔变种不会对美国产生实质性的经济影响。”\n美国银行也对美国经济前景表达了悲观的看法。该首席经济学家Michelle Meyer在对令人失望的零售数据发表评论时强调，尽管她预计8月份零售额会出现小幅增长，但“仍存在下行风险”：\n\n 非商店零售商的支出应该会反弹，但服务支出将会减弱。我们从数据中看到旅行支出明显回落，这似乎与新冠病例增加的趋势相一致。同时，密歇根大学消费者信心调查在8月初大幅下降，因为消费者对新冠肺炎病例增加和价格高企表示担忧。\n\nMeyer预计，美国第三季度经季节性因素调整后的实际消费指出环比增速将仅为1.5%，较二季度12.3%的增速大幅放缓。\n美联储主席鲍威尔周二与全美教育工作者和学生进行线上市政厅会议时表示，疫情的持久和严重经济影响尚不确定，需向服务业就业提供支持。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":833570960,"gmtCreate":1629252182350,"gmtModify":1676529979911,"author":{"id":"4088869543384780","authorId":"4088869543384780","name":"猫猫723","avatar":"https://static.tigerbbs.com/6c5060d3e47a8d4bf6b19697a47d2e33","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4088869543384780","idStr":"4088869543384780"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833570960","repostId":2160893897,"repostType":4,"repost":{"id":"2160893897","kind":"highlight","pubTimestamp":1629251038,"share":"https://ttm.financial/m/news/2160893897?lang=en_US&edition=fundamental","pubTime":"2021-08-18 09:43","market":"hk","language":"zh","title":"Retail sales unexpectedly fell, the U.S. economy fell more than expected in July, Goldman Sachs said it was bad","url":"https://stock-news.laohu8.com/highlight/detail?id=2160893897","media":"华尔街见闻","summary":"高盛表示，美国7月零售销售和汽车产量低于预期，加上德尔塔变种病毒越来越可能拖累服务消费，该行经济学家可能会修改对下半年增长的假设。","content":"<p>The U.S. market has changed again, and the front foot is still immersed in the discussion that the economy is improving and the Federal Reserve may take action in advance. The retail sales data of the United States, known as the \"horror data\", has sent bad news.</p><p>Data released by the U.S. Department of Commerce on Tuesday (August 17th) showed that U.S. retail sales decreased by 1.1% month-on-month in July, significantly exceeding market expectations for a 0.3% decrease, while the previous value increased by 0.6%.<img src=\"https://static.tigerbbs.com/d4ccbd68c1f0e68023a7d7850102c2aa\" tg-width=\"1104\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p>Dismal data caused turmoil in the market. The U.S. dollar and benchmark 10-year U.S. Treasury Bond yields rose intraday, and the three major U.S. stock indexes collectively closed down for the first time since July 30, all recording their largest closing declines since July 19.</p><p>The reason why the market reacts so much is that consumer spending accounts for more than two-thirds of U.S. economic activity. Retail sales data directly reflect the increase and decrease of U.S. consumer spending, which plays an important guiding role in the country's economic status and prospects.</p><p><b>After the data is released,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The report was released as soon as possible, concisely summarizing the current economic situation in the United States: \"not good\".</b>Chris Hussey, strategist at the bank, wrote:</p><p>Although core retail was revised upwards in May and June, retail sales fell 1.1% in July, a larger-than-expected decline. Notably, this decline comes amid travel restrictions and lockdowns not imposed by the government, suggesting that U.S. consumers are choosing to stay home and spend less-in line with the sharp drop in the Michigan Consumer Confidence Survey last week. In addition, the survey of individual categories showed that consumer discretionary goods (such as electronics and appliances) and non-brick-and-mortar retail stores saw the largest slowdown, perhaps also reflecting the impact of the impending expiration of some unemployment benefits. Consumer Leader<a href=\"https://laohu8.com/S/WMT\">Walmart</a>(Walmart) and<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(Home Depot) reported earnings showing consumer behavior is slowing. On the supply side, Goldman Sachs pointed out that industrial production increased in July, mainly driven by an 11.2% increase in auto and parts manufacturing, but corporate inventories also increased. Builder confidence also declined, reaching its lowest level since July 2020, driven by current sales and expected sales components, although future sales expectations remain unchanged.</p><p><b>Hussey said lower-than-expected retail sales and auto production in July, coupled with the increasingly likely delta variant of the virus to drag on services consumption, economists at the bank may revise their assumptions for second-half growth</b>, \"Although we still do not expect the Delta variant to have a substantial economic impact on the United States in the context of ample vaccine supplies and relatively lax COVID-19 policies.\"</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>He also expressed a pessimistic view on the economic outlook of the United States. Commenting on the disappointing retail data, Michelle Meyer, the chief economist, stressed that although she expects a small increase in retail sales in August, there are \"downside risks\":</p><p>Non-store retailer spending should rebound, but service spending will weaken. We see a clear pullback in travel spending from the data, which seems to be consistent with the trend of increasing COVID cases. Meanwhile, the University of Michigan Consumer Confidence Survey fell sharply in early August as consumers expressed concerns about rising cases and high prices in novel coronavirus pneumonia.<b>Meyer predicts that the seasonally adjusted actual consumption in the United States in the third quarter will grow at only 1.5% quarter-on-quarter, a sharp slowdown from the 12.3% growth rate in the second quarter.</b></p><p>Federal Reserve Chairman Jerome Powell said during an online town hall meeting with educators and students across the United States on Tuesday that the lasting and severe economic impact of the epidemic is uncertain and support needs to be provided for employment in the service industry.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retail sales unexpectedly fell, the U.S. economy fell more than expected in July, Goldman Sachs said it was bad</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRetail sales unexpectedly fell, the U.S. economy fell more than expected in July, Goldman Sachs said it was bad\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-18 09:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. market has changed again, and the front foot is still immersed in the discussion that the economy is improving and the Federal Reserve may take action in advance. The retail sales data of the United States, known as the \"horror data\", has sent bad news.</p><p>Data released by the U.S. Department of Commerce on Tuesday (August 17th) showed that U.S. retail sales decreased by 1.1% month-on-month in July, significantly exceeding market expectations for a 0.3% decrease, while the previous value increased by 0.6%.<img src=\"https://static.tigerbbs.com/d4ccbd68c1f0e68023a7d7850102c2aa\" tg-width=\"1104\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p>Dismal data caused turmoil in the market. The U.S. dollar and benchmark 10-year U.S. Treasury Bond yields rose intraday, and the three major U.S. stock indexes collectively closed down for the first time since July 30, all recording their largest closing declines since July 19.</p><p>The reason why the market reacts so much is that consumer spending accounts for more than two-thirds of U.S. economic activity. Retail sales data directly reflect the increase and decrease of U.S. consumer spending, which plays an important guiding role in the country's economic status and prospects.</p><p><b>After the data is released,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The report was released as soon as possible, concisely summarizing the current economic situation in the United States: \"not good\".</b>Chris Hussey, strategist at the bank, wrote:</p><p>Although core retail was revised upwards in May and June, retail sales fell 1.1% in July, a larger-than-expected decline. Notably, this decline comes amid travel restrictions and lockdowns not imposed by the government, suggesting that U.S. consumers are choosing to stay home and spend less-in line with the sharp drop in the Michigan Consumer Confidence Survey last week. In addition, the survey of individual categories showed that consumer discretionary goods (such as electronics and appliances) and non-brick-and-mortar retail stores saw the largest slowdown, perhaps also reflecting the impact of the impending expiration of some unemployment benefits. Consumer Leader<a href=\"https://laohu8.com/S/WMT\">Walmart</a>(Walmart) and<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(Home Depot) reported earnings showing consumer behavior is slowing. On the supply side, Goldman Sachs pointed out that industrial production increased in July, mainly driven by an 11.2% increase in auto and parts manufacturing, but corporate inventories also increased. Builder confidence also declined, reaching its lowest level since July 2020, driven by current sales and expected sales components, although future sales expectations remain unchanged.</p><p><b>Hussey said lower-than-expected retail sales and auto production in July, coupled with the increasingly likely delta variant of the virus to drag on services consumption, economists at the bank may revise their assumptions for second-half growth</b>, \"Although we still do not expect the Delta variant to have a substantial economic impact on the United States in the context of ample vaccine supplies and relatively lax COVID-19 policies.\"</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>He also expressed a pessimistic view on the economic outlook of the United States. Commenting on the disappointing retail data, Michelle Meyer, the chief economist, stressed that although she expects a small increase in retail sales in August, there are \"downside risks\":</p><p>Non-store retailer spending should rebound, but service spending will weaken. We see a clear pullback in travel spending from the data, which seems to be consistent with the trend of increasing COVID cases. Meanwhile, the University of Michigan Consumer Confidence Survey fell sharply in early August as consumers expressed concerns about rising cases and high prices in novel coronavirus pneumonia.<b>Meyer predicts that the seasonally adjusted actual consumption in the United States in the third quarter will grow at only 1.5% quarter-on-quarter, a sharp slowdown from the 12.3% growth rate in the second quarter.</b></p><p>Federal Reserve Chairman Jerome Powell said during an online town hall meeting with educators and students across the United States on Tuesday that the lasting and severe economic impact of the epidemic is uncertain and support needs to be provided for employment in the service industry.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3638212\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3638212","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160893897","content_text":"美国市场又变天了，前脚还沉浸在经济向好，美联储可能提前采取行动的讨论之中，后脚素有“恐怖数据”之称的美国零售销售数据就送来了坏消息。\n美国商务部周二（8月17日）公布数据显示，美国7月零售销售环比减少1.1%，大幅超过市场预期的减少0.3%，而前值为增加0.6%。\n惨淡数据在市场掀起动荡。美元和基准10年期美国国债收益率盘中拉升，美股三大指数自7月30日以来首次集体收跌，均创7月19日以来最大收盘跌幅。\n市场之所以反应这么大，是因为消费者支出占美国经济活动逾三分之二，零售销售数据直接反映出美国消费者支出的增减变化，对该国的经济现状和前景具有重要指导作用。\n数据公布后，高盛第一时间发布报告，言简意赅地总结了当前美国经济形势：“不妙”(not good)。 该行策略师Chris Hussey写道：\n\n 尽管5月和6月的核心零售被上修，但7月份零售销售下降了1.1%，降幅超过预期。值得注意的是，这种下降出现在政府并未实施的出行限制和封锁的情况下，这表明美国消费者选择待在家里，减少支出——这与上周密歇根消费者信心调查的大幅下降一致。此外，对个别类别的调查显示，非必需消费品(如电子产品和电器)以及非实体零售店的增速放缓幅度最大，这或许也反映出一些失业救济即将到期的影响。消费者领头羊沃尔玛(Walmart)和家得宝(Home Depot)公布的财报显示，消费者行为正在放缓。\n\n在供应端，高盛指出，7月份工业生产增长，主要受汽车和零部件制造业增长11.2%的推动，但企业库存也有所增加。受当前销售和预期销售成分的推动，建筑商信心也下降，达到2020年7月以来的最低水平，尽管未来销售预期保持不变。\nHussey表示，7月份低于预期的零售销售和汽车产量，加上德尔塔变种病毒越来越可能拖累服务消费，该行经济学家可能会修改对下半年增长的假设，“尽管我们仍然预计，在疫苗供应充足和相对宽松的新冠政策的背景下，德尔塔变种不会对美国产生实质性的经济影响。”\n美国银行也对美国经济前景表达了悲观的看法。该首席经济学家Michelle Meyer在对令人失望的零售数据发表评论时强调，尽管她预计8月份零售额会出现小幅增长，但“仍存在下行风险”：\n\n 非商店零售商的支出应该会反弹，但服务支出将会减弱。我们从数据中看到旅行支出明显回落，这似乎与新冠病例增加的趋势相一致。同时，密歇根大学消费者信心调查在8月初大幅下降，因为消费者对新冠肺炎病例增加和价格高企表示担忧。\n\nMeyer预计，美国第三季度经季节性因素调整后的实际消费指出环比增速将仅为1.5%，较二季度12.3%的增速大幅放缓。\n美联储主席鲍威尔周二与全美教育工作者和学生进行线上市政厅会议时表示，疫情的持久和严重经济影响尚不确定，需向服务业就业提供支持。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2160893897","isCrawlerRequest":true}