US November retail sales +0.1% vs +0.3% expected

• Prior was +0.8% (revised to +0.6%)

Ex-autos

• +0.2% vs +0.4% exp
• Prior was +0.8% (revised to +0.6%)

Ex-autos and gas

• +0.2% vs +0.4% exp
• Prior was +0.6% (revised to +0.5%)

Control group

• +0.1% vs +0.3% exp
• Prior was +0.8% (revised to +0.6%)

Soft retail sales and negative revisions.

This is the final major data point for the Fed and it could give someone on the fence a few second thoughts. Here are some of the key components (month-over-month changes):

• Motor vehicles -0.5%
• Furniture +0.7%
• Electronics +0.1%
• Building materials +0.3%
• Food, beverages +0.4%
• Health, personal care +0.1%
• Gasoline stations +0.3%
• Clothing 0.0%
• Sporting goods -1.0%
• General merchandise +0.1%
• Non-store retailers +0.1%
• Eating, driving +0.8%