American consumers are showing renewed signs of caution amid continued financial-market volatility, clouding the outlook for a segment of the economy that had been a bright spot. U.S. retail sales fell in February and figures for January were revised down sharply amid a drop in spending on gasoline and autos.

Falling import prices are continuing to offer a check on overall U.S. inflation, though there are signs the pressure from abroad may be easing.

U.S. households ended 2015 with their home equity at the highest level in a decade, a housing-recovery milestone that could shield Americans pinched by financial-market volatility early this year.

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