AI Data Insight

In 2025, the contribution of US durable goods consumption to GDP recorded 0.26%, a slight increase from 0.24% in 2024, mainly benefiting from strong demand for AI hardware and electronic products. However, the data hides fatigue following "pre-tariff front-loading"; fourth-quarter goods consumption already showed negative growth. With high interest rates continuing to suppress consumption related to automobiles and the housing market, there is a significant risk of a slowdown in early 2026.

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