UPS Market Vision July- High Tech | Page 11

Wage growth has continued to disappoint, slipping to the lowest point in a year in May. Falling gasoline prices have helped to mute inflation in the economy and allowed consumers to maintain some wage gains in real terms.

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Industry

Growth

Retail growth slipped below 4%

Y/Y after broad-based sales declines in May. Non-store retailers continue to be immune to the monthly fluctuations. E-commerce continues to gain share while more traditional retail outlets struggle.

Total industrial production growth increased slightly

to 2.1% Y/Y in May. Manufacturing activity pulled back during the month,

but remains on an accelerating trend.

Wage

Growth