Updated
Updated · The Washington Post · Jun 25
U.S. Consumer Spending Jumps $156 Billion in May as Inflation Hits 4.1%
Updated
Updated · The Washington Post · Jun 25

U.S. Consumer Spending Jumps $156 Billion in May as Inflation Hits 4.1%

3 articles · Updated · The Washington Post · Jun 25

Summary

  • $156 billion in added May spending showed Americans kept buying despite the fastest price increases in three years, according to Bureau of Economic Analysis data.
  • 4.1% annual inflation on the Fed’s preferred price gauge — 3.4% excluding food and energy — lifted bills for essentials, while services such as housing and health care also rose.
  • A resilient labor market, slightly easing energy prices and larger-than-normal tax refunds helped households keep spending beyond necessities rather than cutting back elsewhere.
  • Higher-income households are still driving much of the gain in a K-shaped economy, though analysts said middle- and lower-income consumers also got support from bigger refunds.
  • June consumer sentiment improved from May and economists expect summer travel and World Cup-related activity to keep spending firm, even if confidence remains below year-ago levels.

Insights

With new tariffs and Fed rate hikes looming, will the American consumer's summer spending spree finally come to an end?
Is America's spending boom a sign of economic strength or the prelude to a crippling household debt crisis?
As the middle class gets squeezed, can the US economy truly thrive when only the wealthy are driving growth?