July Retail Sales met expectations

___

Published Date 8/15/2025

July retail sales were as expected with a month over month increase of 0.5% after increasing 0.9% in June, ex-vehicles were up 0.3% from a previous reading of plus 0.5%.

July import prices month over month were thought to be up 0.1% but increased by 0.4%, year over year estimates were down 0.2% and met those expectations. It was the sharpest increase since April of last year, reflecting that foreign companies have not lowered their selling prices so far. Export prices in July were month over month up 0.1% as forecasted and down from 0.5% in June, year over year they were up 2.2% from an increase of 2.8% in June.

The Empire State manufacturing index for August was expected to increase 0.5, it actually increased 11.9.

At 9:15 am ET July industrial production and capacity utilization; month over month production estimates were up 0.0% from an increase of 0.3% in June, reported with an increase of 0.1%. Capacity utilization was estimated at 77.6% from a revised 77.7% and fell to 77.5%.

At 10 am the mid-month University of Michigan consumer sentiment index was thought to be at 62.1 from 61.7 in July, it plummeted to 58.6. Current condition at 60.9 down from 68.0 in July, consumer expectations at 57.2 from 57.7.

Yesterday the 10 year note once again found strong resistance at 4.20%, then increased to end the day to 4.29%.

Source: TBWS

• < Prev
• Next >

All information furnished has been forwarded to you and is provided by thetbwsgroup only for informational purposes. Forecasting shall be considered as events which may be expected but not guaranteed. Neither the forwarding party and/or company nor thetbwsgroup assume any responsibility to any person who relies on information or forecasting contained in this report and disclaims all liability in respect to decisions or actions, or lack thereof based on any or all of the contents of this report.

American Home Lending USA, LLC - NMLS ID: 71983. To verify licensing, visit NMLS Consumer Access (www.nmlsconsumeraccess.org). Equal Housing Lender.

Jeff Beck

President

NMLS: 19488

American Home Lending USA, LLC

240 S Buchanan St, Edwardsville IL 62025

Company NMLS: 71983

Office: 618-310-0091

Cell: 618-806-2281

Email: jbeck@ahlusa1.com

Web: https://www.americanhomelendingusa.com/