美国：6月零售销售反弹。在4月和5月下跌后，零售和食品服务销售在6月反弹，环比增长0.6%，远高于预期的0.1%的增长。

US: Retail Sales Rebound in June     .After moving lower in April and May, retail and food services sales rebounded in June rising by 0.6% month-on-month (m/m) – well ahead of expectations for 0.1% gain.

美国首次申请失业救济人数降至22.1万，而预期为23.4万。截至7月12日的一周，美国首次申请失业救济人数下降了7000人，至22.1万人，低于预期的23.4万人。首次申请失业救济的四周移动平均数下降了6000至23万。

US initial jobless claims fall to 221k vs exp 234k.US initial jobless claims fell -7k to 221k in the week ending July 12, below expectation of 234k. Four-week moving average of initial claims fell -6k to 230k.

美国6月零售额环比增长0.6%，除汽车外销售额环比增长0.5%。美国6月份零售额环比增长0.6%，至7201亿美元，远高于环比0.2%的预期。前汽车销售额环比增长0.5%，至5833亿美元，高于0.3%的预期。

US retail sales rise 0.6% mom in June, ex-auto sales up 0.5% mom.US retail sales rose 0.6% mom to USD 7201.B in June, well above expectation of 0.2% mom. Ex-auto sales rose 0.5% mom to USD 583.3B, above expectation of 0.3% mom.

Kevin Warsh：人工智能趋势是一个机遇，并担心美联储看不到这一点。看到人工智能的趋势，从长远来看可以降低成本，并提供黄金机会。担心美联储看不到他们最不需要的就是连续性。

Kevin Warsh: AI trends is a opportunity and is concerned the Fed cannot see that.Sees AI trends which could reduce costs in long-run and provide a golden opportunity. Concerned the Fed cannot see that Last thing they need is continuity.