US DATA: Sep retail sales +0.6%, ex-mtr veh +0.4%, slightly above
expectations due to gains in every category except clothing (-0.2%) and
department stores (-0.1%). Sales were also revised up in the previous
two months. Sep mtr veh sales +1.6% (largest since March), while gas
station sales +0.4%. Sales ex-mtr veh and gas +0.4% vs +0.9% in Aug. 3Q
retail sales avg +2.4% annualized vs 2Q, while sales ex. mtr veh +2.5%
and ex. mtr and gas +2.7%.