美东时间上午11:23——根据美国银行的最新分析，即将于周三公布的八月零售销售数据有望从七月的大幅下滑中强势反弹。若这一积极数据如期而至，叠加八月份超出预期的非农就业报告，将有力安抚市场情绪，表明经济基本面比七月份就业数据及零售销售所暗示的更为稳固。
美国银行指出，七月零售销售的疲软表现，主要归因于今年Prime Day及关联促销活动从七月提前至六月举行。此举打乱了去年同期的高基数效应。
从具体数据来看，八月美国家庭在银行卡上的总支出同比增长了4.5%。经济学家表示，这一增长幅度体现了消费动能的恢复。根据《华尔街日报》的共识预测，八月整体零售销售预计将攀升0.8%，与七月0.6%的环比下降形成鲜明对比。
这一数据若得以证实，不仅将确认消费市场的韧性，也可能为美联储后续的政策路径提供新的参考依据。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.