US Retail Sales Stagnant in December 2025

US retail sales in December 2025 remained stagnant, failing to meet the expected 0.4% growth. The US Census Bureau highlighted that sales reached $735 billion, consistent with November, while core measures excluding autos and fuel also showed no growth.

Sales stagnation reflects possible consumer hesitancy, with implications for economic forecasts. Immediate market reactions include US dollar weakening and Treasury yields falling.

Economic Analysis

US retail sales data for December 2025 reported by the US Census Bureau, remained unchanged from November at $735 billion, missing the 0.4% growth forecast. This halt in sales growth signals an economic slowdown.

Key industries such as automotive and fuel did not contribute to growth, with core sales excluding these sectors also stagnant. The year-over-year increase declined to 2.4% compared to previous levels.

Market reactions included a weakening US dollar and a decline in Treasury yields, potentially affecting international assets. However, there was no direct impact observed in cryptocurrency markets.

The Federal Reserve’s historical data shows variability in retail sales, with no past events directly correlating to cryptocurrency markets. This suggests potential impacts may emerge later.

Future implications could involve potential adjustments in monetary policy, altering consumer and financial behavior.