#USRetailSalesMissForecast Recent actual figures: Retail sales in December 2025 were flat (0.0%), below the +0.4% forecast, indicating that consumer spending was lower than anticipated. November 2025 saw a stronger rebound, beating the forecast of +0.4% with +0.6% month-over-month. Dec.'s year-over-year growth was +2.4%, which was slower than recent growth. Current economic circumstances: After a brief rebound, the most recent actual retail results indicate a slowdown in consumer momentum in the United States, pointing to risks for broader economic growth and a possible longer path to robust expansion. Key point for markets:
One of the Fed's most important indicators of consumer health is retail sales data; weak readings lower expectations for rate cuts and can affect USD strength and risk asset appetite.