#Strategy加仓BTC $ETH US November Retail Data "Explodes"! Government Shutdown Can't Stop Consumption Boom, Wealthy Are Going Crazy Buying and Buying

The freshly released US retail sales data is making waves again — a significant month-over-month rebound of 0.6% in November, directly surpassing market expectations! All those predictions about shutdown impacts and sluggish consumption? They’ve all become jokes.

How strong is the data? Retail sales are broadly improving, with traditional consumption pillars like auto sales, apparel, and building materials all advancing together. Black Friday shopping sprees are not just a flash in the pan; online spending throughout the holiday season has hit a record high, and consumers’ purchasing power is truly astonishing.

The underlying logic is quite clear:

**First, the wealth gap is vividly reflected in consumption.** Low- and middle-income families are still worried about job stability and rising prices, while the wealthy have already entered "cash capacity" overdrive, with an unstoppable shopping desire, literally supporting the entire consumption data.

**Second, the power of discount wars should not be underestimated.** Retailers are aggressively offering discounts and promotions early, consumers are decisively taking advantage of deals, and frequently using installment payment tools — all to seize these discounts.

**Third, salary back pay after the government shutdown.** Federal employees receiving overdue wages directly translate into increased purchasing power, temporarily boosting consumption data.

Consumer spending accounts for nearly 70% of the US economy. If this "ballast stone" remains steady, year-end economic growth shouldn’t be a big problem. Although the shadow of inflation has not completely dissipated, recent market signals are indicating one thing — the price increases caused by tariffs may have already reached a ceiling. The resilience of the US economy once again caught the market off guard with a shock.