US me retail sales badh gayi, tariff ka dar?
March mein US retail sales mein achha khasa jump dekhne ko mila, khaaskar cars aur electronics jaisi cheezon ki bikri mein. Lagta hai log tariff se pehle hi khareedari karne mein lage hain.
Commerce Department ke data ke hisab se, retail purchases 1.4% badh gayi hain, jo do saal mein sabse zyada hai. Agar cars ko chhod diya jaye toh bhi sales 0.5% badhi hai.
Cars pe tariff ka asar?
Yeh jump ishara karta hai ki log President Donald Trump ke 25% tariff se pehle cars khareedne mein lage the. Parts pe bhi tariff 3 May se lagne wala tha, jisse car ki keemat hazaron dollars badh sakti thi. Trump kuchh temporary exemptions pe bhi vichar kar rahe hain.
Aur bhi cheezon ki bikri badhi
Cars ki bikri mein toh do saal ka sabse bada jump dekha gaya, lekin overall growth bhi achha raha. 13 mein se 11 categories mein sales badhi hai. Building materials, sporting goods, aur electronics ki bhi sales mein tezi dekhi gayi, jo ishara karta hai ki log in cheezon pe bhi tariff se pehle khareedari kar rahe the. Zyadatar yeh products China se aate hain aur in pe ab 145% tariff lag raha hai.
Consumers ke mood pe asar
Trump ke tariff ke chalte consumers ke mood mein negativity dekhi ja rahi hai. Inflation bhi badh raha hai aur logon ko apni financial situation ki chinta ho rahi hai. Low-income families toh pehle se hi pareshan hain aur ab stock market mein giravat ne ameer logon ko bhi pareshan kar diya hai. Isse spending pe asar pad raha hai aur recession ka dar badh raha hai.
Control group sales mein bhi tezi
Control-group sales, jisme food services, auto dealers, building materials stores, aur gasoline stations nahi aate, woh bhi 0.4% badhi hain. Yeh first quarter ke end mein momentum ko दर्शाता hai.
Keemat pe asar
Tariff ka bhar toh importers pe padta hai, lekin woh yeh cost consumers pe daal dete hain. Retail sales figures inflation ke liye adjust nahi hote, toh aage chalke yeh figures galat tasveer dikha sakte hain. Kyunki badhti keemat se bhi sales figures badh sakte hain.
Companies kya kar rahi hain?
Ford aur Walmart jaisi companies kuchh additional costs khud utha rahi hain taki consumers pe zyada bhar na pade. Lekin LVMH aur Constellation Brands jaisi companies future ko lekar pareshan hain aur dekhna hoga ki consumers kaisa react karte hain.
Federal Reserve wait and watch
Federal Reserve abhi dekh rahi hai ki tariff ka prices aur economy pe kya asar padta hai. Kuchh policymakers ka kehna hai ki yeh ek one-time price shock hoga, jabki kuchh doosron ko lagta hai ki iska asar bada ho sakta hai.
Restaurants aur bars mein bhi tezi
Restaurants aur bars mein spending 1.8% badhi hai, jo January 2023 ke baad sabse zyada hai.
