加拿大:支出数据显示出初步的韧性 – 皇家银行
加拿大皇家银行(RBC)经济学家瑞秋·巴塔利亚和艾比·徐报告称,尽管消费者继续减少非必需品的购买,加拿大持卡人的消费在2月份略有改善

加拿大皇家银行(RBC)经济学家瑞秋·巴塔利亚(Rachel Battaglia)和艾比·徐(Abbey Xu)报告称,尽管消费者继续减少非必需品的购买,加拿大持卡人的消费在2月份略有改善。他们的核心零售销售三个月平均指标保持轻微负值,但较1月份有所改善,非必需服务和必需品的增长抵消了商品和与旅行相关类别的疲软。

卡数据指向温和改善

"尽管消费者继续削减非必需品消费,RBC加拿大持卡人的消费在2月份显示出温和改善。"

"我们的核心零售销售三个月平均指标保持在-0.1%的负值,但较-0.3%(季节性调整后)有所改善,表明在天气相关干扰和假期后疲劳影响下,1月份的消费下降在2月份有所缓解。"

"2月份的收缩完全来自非必需品——服装及相关零售领域是表现最弱的部分。"

"非必需品消费的疲软部分被非必需服务和必需品的消费增长所抵消。旅行、娱乐和艺术在三个月平均中录得最强劲的增长,表明与体验相关的消费持续韧性。"

"我们预计油价上涨将推动加油站的消费。对其他必需品和非必需品消费的影响则不太明确,因为这将取决于消费者如何分配剩余收入,以及他们在多大程度上动用储蓄。"

(本文由人工智能工具生成,并经过编辑审核。)

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