Upstream Pressure

The Divergence

Top-quartile minus bottom-quartile spending growth sits at -11.1 points

What is the current The Divergence?

TOP-QUARTILE MINUS BOTTOM-QUARTILE SPENDING GROWTH
-11.1 pts ↓ Improving
Opportunity Insights Affinity card data, percentage-point spread between top- and bottom-income-quartile cumulative spending growth
One year ago
-11.1 pts
down 0.0 points since Apr 2025

The spending gap between top-quartile and bottom-quartile households stood at -11.1 points in April 2026, measuring how consumer spending diverges across income levels. A widening gap indicates that lower-income households are cutting back on spending while higher-income households continue spending — a K-shaped pattern that standard consumer spending averages obscure. Source: Opportunity Insights / Bank of America Institute.

Top-quartile minus bottom-quartile spending growth sits at -11.1 points as of April 2026 — the same range the spread has held since the 2020-21 stimulus shock closed.

The economy has spent the last two years being described as resilient. The word works if the measurement is national averages. It stops working when the data is split by income.

Opportunity Insights tracks consumer card spending by income quartile, indexed to January 2020. In early 2020, the spread between top- and bottom-quartile cumulative spending growth sat within a point of zero. The 2020-21 stimulus shock briefly opened a wider gap as transfers reached lower-income households. After stimulus wound down the gap reopened and has sat around the -8 to -15 point range since 2022. The April 2026 print of -11.1 points is inside that persistent post-stimulus range. That is a two-track economy operating under one headline number.

This is what people mean when they say the aggregate data feels wrong. High-income spending keeps accelerating across restaurants, travel, and discretionary services. Low-income spending is flat or contracting. Both show up in the same national retail print. The average tells you almost nothing about either group.

The Squeeze helps explain the mechanism: 24 percent of households now spend 95 percent or more of their income on necessities. Those households can't cut back further without cutting into rent or groceries. The K-Shape shows the wage side of the same split. When the two income halves are moving this far apart, the composite story is the only story that conceals it.

Source: Opportunity Insights Economic Tracker · Latest: 2026-04

Explore Further

How has The Divergence changed over time?

CSV Chart Card
Top-quartile spending growth has trailed bottom-quartile by roughly ten points since 2022
Opportunity Insights Economic Tracker, top-quartile minus bottom-quartile spending growth, percentage points
The Divergence
Historical data
Monthly · Opportunity Insights Economic Tracker
Period Value YoY Change
Apr 2026 -11.1 pts +0.0 pts
Mar 2026 -9.6 pts +0.0 pts
Feb 2026 -10.2 pts −1.6 pts
Jan 2026 -12.6 pts −0.5 pts
Dec 2025 -15.1 pts −1.2 pts
Nov 2025 -9.2 pts +0.7 pts
Oct 2025 -9.2 pts −0.9 pts
Sep 2025 -9.7 pts −2.1 pts
Aug 2025 -9.7 pts −0.7 pts
Jul 2025 -11 pts −1.6 pts
Jun 2025 -10.4 pts −0.7 pts
May 2025 -10.1 pts −1.5 pts

Frequently Asked Questions

What does the spending divergence measure?

It compares consumer spending growth between top-quartile and bottom-quartile households. A widening gap shows that aggregate spending data masks a K-shaped reality where lower-income households are pulling back while upper-income households maintain or increase spending.

Why does spending divergence matter?

Aggregate consumer spending is approximately 70% of U.S. GDP. If spending growth is driven entirely by the top quartile while the bottom quartile contracts, the economy can appear healthy on average while a large share of households experiences worsening conditions.

Where does spending divergence data come from?

Opportunity Insights and Bank of America Institute both track spending by income quartile using different methodologies — credit card transaction data and internal depositor data respectively. The convergence of both sources strengthens the signal.

Ross Kilburn
Written by

Ross Kilburn, Founder

American Default Research · Seattle, Washington

Two decades working directly with financially distressed American households — from property preservation in 2003, to negotiating over 1,000 short sales during the Great Recession, to foreclosure defense marketing today. Author, The Ark Law Group Complete Guide to Short Sales (Auroch Press, 2013). Twice named to Puget Sound Business Journal Fast 50 for Ark Law Group. B.A., University of California, Berkeley, 1992. Founded American Default Research in 2026 to fill a gap in public data that had been empty since 2013.

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Why does The Divergence matter?

The Divergence is one of 88 live indicators tracked by American Default Research. The methodology page explains sources, update cadence, and how the index uses its published inputs.
View methodology →
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