AI Data Insight

Latest data shows that the contribution of US nondurable goods consumption to GDP rose to 0.42% in 2025, a significant recovery from 0.28% in 2024, and outperforming the high-inflation trough of 2022-2023. This indicates that beyond the AI investment boom, the underlying consumption strength in the real economy remains resilient, becoming a key pillar supporting an economic soft landing.

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