最新报道:U.S. consumer confidence fell to 97.4 in Q2 2025, down 1.3 points amid concerns over job availability and income growth. Retail data shows a clear split: essentials like groceries rose 5–6% year-over-year, while discretionary sectors such as electronics and luxury goods declined. The S&P 500 Consumer Discretionary sector dropped 15.2% year-to-date, with over 30 credit downgrades in apparel and home goods. Investors are shifting to defensive assets like Consumer Staples (XLP ETF up 4% in 2025), anticipating Fed rate cuts amid persistent inflation and economic uncertainty.