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Poco fa sono uscite le Vendite al dettaglio made in USA: tanto per cambiare, hanno battuto le attese e sono salite per il 5° mese di fila.
(alla faccia dei 44 milioni di food stamps e del tasso reale di disoccupazione al 23%....)
US Advance Retail Sales (Oct) M/M 0.5% vs. Exp. 0.3% (Prev. 1.1%)
Retail Sales Less Autos (Oct) M/M 0.6% vs. Exp. 0.2% (Prev. 0.6%, Rev. to 0.5%)
Retail Sales Ex. Auto & Gas (Oct) M/M 0.7% vs. Exp. 0.3% (Prev. 0.5%)
Pare che la performance superiore alle attese delle Retail Sales sia dovuta quasi interamente alle mega-vendite dell'Iphone 4s....
Si potrebbe dire che gli americani ormai campino a pane & Iphone...
No comment.
You'll Never Guess The One Thing That Made Retail Sales So Strong.
What drove the strong performance?
From Goldman:
Retail sales increased by 0.5% (month-over-month), more than expected.
Sales ex-autos increased by 0.6%, and "core" sales (ex-autos, gasoline and building materials) also gained 0.6%.
The better than expected results suggest upside risk to our 2.0% Q4 GDP forecast.
Large gains in sales for electronics and "non-store" retailers (online shopping) suggest that the introduction of Apple's latest iPhone likely accounted for much of the upside surprise to core retail sales......