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U.S. economy grew 2% from January-March, but Iran war clouds outlook

U.S. economy grew 2% from January-March, but Iran war clouds outlook

Summary

The U.S. economy grew at a 2% rate from January to March 2026, improving after the federal government shutdown in late 2025. However, tensions related to the war in Iran create uncertainty about future economic growth.

Key Facts

  • The U.S. economy expanded 2% in the first quarter of 2026.
  • This growth followed a slow 0.5% increase in the last quarter of 2025.
  • The government shutdown in late 2025 lasted 43 days and impacted economic activity.
  • Federal government spending and investment rose 9.3% annualized in early 2026, boosting growth by over half a percentage point.
  • Consumer spending, which makes up 70% of the economy, grew more slowly at 1.6% compared to 1.9% in late 2025.
  • Spending on goods like food and clothing declined slightly in early 2026.
  • Spending on services also slowed down during this period.
  • The war in Iran is causing higher gas prices and creating uncertainty for the economy’s future.
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