AI Data Insight
In the first quarter of 2026, the annualized quarter-over-quarter growth rate of government spending in US real GDP reached 4.4%, showing a strong retaliatory rebound from the previous period's -5.1%. This robust growth is mainly attributed to the end of the government shutdown and the injection of combat readiness spending, serving as a key driver propping up the overall economic growth of 2.0%. However, considering its one-off nature and the hidden concern of rising core inflation, the subsequent real economic growth rate may face challenges.