Loading page content
Loading page content
US Retail Inventories Ex Autos MoM held to 0.6% in April 2026, released June 2026. The reading matched the 0.6% consensus. The print is running well above the 12-month average of 0.29%. Over the past 3 months, Retail Inventories Ex Autos MoM averaged 0.42%, vs 0.28% in the prior 3-month window. Retail Inventories Ex Autos MoM is now the highest in 20 months.
across last 12 releases
Jun 2026
Sigmacast Σ-direction model: consensus + ½ × mean(surprise, trailing 90d).
| Symbol | Direction | Correlation | Asset Class | Co-movement | Action |
|---|---|---|---|---|---|
| GOOGL | ▲ Direct | +0.49 | STOCKS | Moves with | → View |
| NZD/USD | ▼ Inverse | −0.37 | FOREX | Moves against | → View |
| AUD/USD | ▼ Inverse | −0.32 | FOREX | Moves against | → View |
| MSFT | ▼ Inverse | −0.31 | STOCKS | Moves against | → View |
Correlation based on 12-month rolling window. Click any symbol to view its Sigmanomics forecast page.
Retail Inventories Ex Autos MoM (United States) was reported at 0.6% in June 2026. This matched the market consensus of 0.6% exactly. The reading was unchanged from the previous release. Trailing 12-month context per ETL data through June 2026. Over the past 12 months, the indicator has averaged 0.23%, ranging from -0.1% to 0.6% across 16 releases.
The trailing three releases averaged 0.53%, up from the prior three at 0.3%. Volatility over the past year (σ 0.2%) is comparable than the prior year (σ 0.18%). In June readings over the past 3 years, Retail Inventories Ex Autos MoM has averaged 0.28%.
Historically, this indicator is positively correlated with GOOGL (Bullish GOOGL). A secondary relationship exists with NZD/USD, negatively correlated (Bearish NZD). Over the last 12 releases, the Sigmacast model's median absolute error is 0.19%.
Same-country events in the next 14 days include Import Prices MoM (Jul 17) and Building Permits (Jul 17).
Auto-generated from current model state · Refreshes on each release · Last update June 2026.
Retail Inventories Ex Autos MoM is a monthly financial indicator that measures the change in the amount of goods held in inventory by retail businesses, excluding the automotive sector. It provides valuable insights into the health of the retail industry and can be used to forecast future sales and economic trends. A positive change in this indicator suggests an increase in consumer demand and a potential boost to the economy, while a negative change may indicate a slowdown in consumer spending. This data is closely monitored by investors, analysts, and policymakers to make informed decisions about the state of the retail sector and the overall economy.
Consumer activity accounts for the majority of GDP in advanced economies, making spending data a key cyclical signal for retail and discretionary sectors. Surprises against consensus can drive short-term moves, particularly when the print breaks an established trend. Released monthly.
Latest reading (Apr 2026): actual 0.6 %, consensus 0.6 %. Prior reading (Apr 2026): 0.6 %. Before that (Mar 2026): 0.4 %.
Sigmacast's 1-month forecast points to a higher reading versus the latest print, with the 3-month outlook reinforcing that direction. Both horizons are aligned bullish for this indicator, suggesting a consistent trend signal. Trend-driven dynamics are the primary tailwind in the current projection. This indicator correlates most strongly with GOOGL (Bullish GOOGL, r=0.49) — a useful reference for stocks-focused traders.
Multi-horizon symbol forecasts, Rolling-Surprise economic predictions, and programmatic API access.
Expected Zones · Trade Bias · Confidence Intervals · API Access · 1,456+ instruments
| Friday, July 17, 2026 | Actual | Previous | Consensus | Sigmanomics Rolling-Surprise Forecast | Impact | ||
|---|---|---|---|---|---|---|---|
| 12:30 | Import Prices YoY | 6.7 | 5.4 | 5.40 | Low | ||
| 12:30 | Housing Starts | 1.177 | 1.2 | 1.20 | High | ||
| 13:15 | Industrial Production YoY | 1.7 | 1.5 | 0.95 | Low | ||
| 13:15 | Manufacturing Production YoY | 1.4 | 1 | 0.25 | Low | ||
| 13:15 | Capacity Utilization | 76.2 | 76.7 | 76.40 | Low | ||