AI Data Insight
According to the latest DataTrack data, U.S. total personal spending in Q2 2026 reached $22,947.55 billion, an increase of approximately 0.38% from the previous period, showing a trend of hitting consecutive record highs. Although the market consensus expected a higher monthly increase, the baseline data shows relatively moderate growth. Driven recently by energy inflation caused by the Middle East conflict, nominal consumption remains supported, but consumer resilience in a high-interest-rate environment will face a severe test.