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US Consumer Spending and Core Inflation See Upturn in July

Shifts in consumer expenditure patterns, influenced by promotional events and investment gains,...
Key Metrics

13.87

Heat Index
  • Impact Level
    Medium
  • Scope Level
    National
  • Last Update
    2025-08-29
Key Impacts
Positive Impacts (6)
Retail-Focused Equities (Big-box & E-commerce)
Consumer Discretionary Sector
US Dollar Index (DXY)
Automobile Manufacturers
Financials Sector – Banks & Card Networks
Treasury Inflation-Protected Securities (TIPS)
Negative Impacts (4)
Long-dated U.S. Treasury Bonds
Gold
High-Growth Technology Stocks (Nasdaq-style)
Real Estate Investment Trusts (REITs)
Total impacts: 10 | Positive: 6 | Negative: 4
Event Overview

Shifts in consumer expenditure patterns, influenced by promotional events and investment gains, often signal underlying economic trends and consumer confidence. The uptick in core inflation measured by key indices reflects ongoing pricing pressures relevant to monetary policy decisions. Observing the interplay between spending behaviors and inflation provides insight into potential responses from regulatory authorities and broader impacts on economic stability.

Collect Records
US Consumer Spending and Core Inflation Both Rose in July
2025-06-27 21:05

US consumer spending increased in July, according to new data released Friday. Consumer spending rose by 0.3% from June, accelerating from a 0.1% gain in June. The increase was supported by sales events such as Prime Day and back-to-school shopping, as well as spending on cars and financial services, which benefited from strong stock market performance. After adjusting for inflation, consumer spending still showed gains. The Personal Consumption Expenditures (PCE) price index, the Federal Reserve's preferred inflation gauge, rose 0.2% month-over-month in July, keeping the annual rate at 2.6%. The core PCE price index, which excludes food and energy, increased 0.3% from June and saw its annual rate rise to 2.9% from 2.8%. Personal income also rose by 0.4% in July, up from a 0.3% gain in June, reflecting higher wage gains. The savings rate held steady at 4.4% during the month. July marked the first time since March that monthly spending exceeded income.

Total records: 1
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