Consumers still on a buying binge at retailers, fired up by big income increases that this year outran goods-inflation by a wide margin.

Total retail sales, including at bars and restaurants, jumped 0.7% in September, after the upwardly revised 0.8% jump in August, and the 0.6% jump in July. Over the past three months annualized, retail sales jumped by 8.7%, a sharp acceleration from late last year and earlier this year.