U.S. real median household income hits record $87,460 in 2025; poverty rate drops to 10.2%

Stronger U.S. real median household income growth and a lower poverty rate point to improved consumer balance sheets and potentially firmer consumption trends. That backdrop can support risk assets by reducing near-term recession concerns, while also keeping attention on demand-driven inflation persistence and the resulting policy path. Markets may interpret the data as supportive for equities and cyclical positioning in the short term.