AI Data Insight
The latest US real personal disposable income (Q2 2026) was reported at $17,932.6 billion, a significant decline of nearly 1% from the previous $18,108.7 billion. Nominal income performance fell short of the market's expected 0.4% growth, which, coupled with PCE inflation surging to 3.8%, forced the public to heavily deplete excess savings. Caught in the double whammy of soaring energy prices and high commodity prices, US consumption momentum and economic growth are facing severe tests.