šØ Retail Sales Flash: U.S. Consumer Goes Quiet š
U.S. Retail Sales came in flat (0%) in December, missing expectations of +0.4% and confirming that the holiday spending boost was weaker than assumed.
This is a meaningful signal.
After months of resilience, consumers are finally pulling back ā and retail sales sit at the core of U.S. GDP.
š What the data shows:
⢠Actual: 0%
⢠Forecast: 0.4%
⢠Previous: 0.6% (revised)
The slowdown appears broad-based, suggesting tightening budgets rather than a one-off seasonal miss.
š§ What this means for markets:
1ļøā£ Fed Policy: Softer demand strengthens the case for rate cuts later this year as growth momentum cools.
2ļøā£ Liquidity Rotation: Lower rate expectations historically favor risk assets as capital searches for yield.
3ļøā£ Dollar Pressure: Cooling growth raises downside risk for DXY if policy expectations shift.
š Crypto angle:
If the data trend continues, markets may begin front-running a policy pivot ā a setup that has historically supported BTC and ETH during early easing cycles.
This isnāt confirmation yet.
But it is another crack in the āstrong consumerā narrative.
Macro doesnāt flip overnight ā it tilts first.
#USRetailSalesBoost #mmszcryptominingcommunity #BinanceSquare #USRetailSalesMissForecast #cryptouniverseofficial

