The Consumer Economy: Insights from Armstrong Economics

The American Consumer: A Global Powerhouse

American Consumer

At Extreme Investor Network, we delve into economic patterns that shape global markets, and one undeniable force is the American consumer. Despite representing only 5% of the global population, the United States accounts for a staggering 25% of global consumption. This dominance isn’t just a statistic—it’s a critical driver of economic dynamics worldwide.

The American Consumption Legacy

Americans consume approximately:

  • 25% of the world’s oil,
  • 27% of global aluminum,
  • 23% of all coal,
  • 19% of copper.

These numbers illustrate a pattern where nations worldwide are still eagerly waiting to offload their goods to American consumers, reinforcing our position in global trade.

Comparing Consumer Power: US vs. Europe

One might assume that Europe’s larger population would lead to higher spending overall. However, consumer spending per capita tells a different story. In 2023, total consumer spending for the 27-member European Union reached $9.589 trillion. With a population of around 450 million, this translates to about $21,300 per person—a notable decline to €18,768 in 2024.

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In contrast, the average American spent a remarkable $51,500 last year—nearly twice the spending of our European counterparts. This disparity emphasizes the American consumer’s role as a significant contributor to economic growth and retail innovation.

The Rising Middle Class in China

As we look towards emerging markets, China is on a trajectory to expand its middle class, potentially surpassing the US in the future. Currently, the average Chinese consumer spends about 28,227 yuan, equivalent to around $4,800. While spending has seen an increase of 5.3% from 2023 to 2024, inflation-adjusted figures indicate modest growth of about 5.1%.

What’s crucial to note is that, even when adjusted for purchasing power parity (PPP), American spending per capita is seven times greater than in China—a testament to the differing economic landscapes and consumer behaviors.

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The Economic Landscape of Europe

Private consumption is paramount in the European economy, averaging 55.2% of GDP from 1995 to 2024. However, ongoing economic uncertainty and inflation are shifting consumer behaviors, leading to reduced spending. In a delicate economic environment, even minor fluctuations in consumer spending can have profound impacts, putting stress on an already fragile European market.

The Historical Context: Wars and Resources

Throughout history, nations have resorted to conflict to secure resources and fund their economies. Russia, endowed with immense natural resources, is a focal point in this context. Just as Japan sought territorial expansion in Manchuria, the interests driving Europe towards Russia reflect similar patterns of economic necessity versus geopolitical strategy.

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Conclusion

At Extreme Investor Network, we provide insight into not just numbers but the narratives they tell about our economic future. The staggering consumption patterns of American consumers not only fuel our economy but also reverberate through global marketplaces, influencing everything from trade policies to international relations.

Stay tuned as we continue to analyze these dynamics, empowering you with unique insights to navigate the evolving landscape of global economics. Join us for more in-depth discussions and expert analyses that put the power of informed investing back in your hands.