US DATA: Jun retail sales +0.1% (was expected flat), ex-autos unch, and
ex autos and gas +0.2%. May sales level was revised up to -0.1% from
-0.2%. 2Q sales +1.1%, and +1.7% ex autos. Within the Jun sales numbers,
autos surprised on the upside at +0.8%, while gas was -1.3%, in line
with lower gas prices. In other categories, furniture was -0.8%,
electronics -0.2%, and bldg mats +1.3%.