AI Data Insight
The latest data shows that seasonally adjusted U.S. personal disposable income reached 23,651.7 billion USD in May 2026, reversing the previous month's decline and hitting a record high. This figure significantly exceeded the market's initial estimates of a 0.3% to 0.4% increase, primarily driven by a surge in farm income and steady compensation, providing strong support for U.S. consumption momentum amid inflationary pressures.