AI Data Insight
The latest data shows that US per capita disposable income fell to 68,496.0 on 2026-04-01 (Q2 2026), contracting significantly from the previous value of 68,885.0. Meanwhile, personal income in April also unexpectedly fell short of the market's expected 0.4% increase, reflecting that the energy inflation triggered by the US-Iran conflict has substantially eroded people's purchasing power. As the savings rate bottoms out, US consumption expansion and economic resilience will face severe tests.