-- カナダの小売売上高は2月も好調なスタートを切ったものの、ガソリン価格の高騰が家計を圧迫し始めているため、今後さらに厳しい試練が待ち受けていると、CIBCは金曜日に発表されたデータを受けて述べた。 2月の主要売上高は前月比0.7%増となり、市場予想の0.9%をわずかに下回ったものの、前月の1.2%増(上方修正後)に続く伸びとなったと、同行は指摘した。 自動車とガソリンを除いたコア売上高は前月比0.6%増、総売上高は0.3%増となった。自動車、食品・飲料、一般商品、衣料品の各セクターでは、いずれも前月比約1%増となった。 CIBCによると、3月の速報値では、総売上高は前月比0.6%増と「堅調な」伸びを示すと見込まれているものの、ガソリン価格の急騰がこの名目値を実際よりも押し上げており、実質ベースでは前月比ほぼ横ばいとなる可能性が高いという。 同行によれば、第1四半期の小売売上高は、米中貿易摩擦が消費者心理に悪影響を及ぼし始める以前以来、最高の伸びを記録したようだ。 しかし、ガソリン価格の高騰により一部の世帯が裁量的な支出を控えるようになることから、CIBCは第2四半期には消費支出が再び減少すると予想している。
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