U.S. retail sales rebounded more than expected in June, suggesting a modest improvement in economic activity and giving the Federal Reserve cover to delay cutting interest rates while it gauges the inflation fallout from import tariffs.

Sales at retailers rebounded in June after the White House dialed back high U.S. tariffs, as consumers temporarily shrugged off the trade wars and spent more on cars, clothes, do-it-yourself projects and dining out.

US retail sales surged 0.6% MoM, far exceeding expectations and signaling robust consumer demand despite recent tariff volatility. Read more on the market's focus.

Tata Motors once again topped the CV retail sales list charts for June 2025 even as sales declined on a YoY basis.

June retail sales data will give investors a look at how tariff-fueled inflation is shaping consumer spending.

Wall Street’s market averages trade higher on Thursday, as investors digested fresh data on retail sales and jobless claims. The benchmark S&P 500 (SP500) has pushed up by 0.2% and the blue-chip Dow (DJI) has climbed by 0.

The major indexes remain at or near record highs while navigating a plethora of catalysts, including earnings, economic data, tariffs, and Trump-Powell drama.