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Economic Data Brief |
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Consumer sentiment
University of Michigan Consumer Sentiment — September 2026
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| Consumer sentiment index fell by 2.9 pts in September 2026 to 48.1, −7.0 pts from a year ago. Prior month: 51.0. Prior periods were revised in 2 series — figures below reflect that. | |
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Sentiment
48.1
▼ −2.9 pts m/m
· −7.0 pts y/y
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1-yr inflation exp.
4.6%
▲ +0.3 pp m/m
· −0.1 pp y/y
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Revision check| REVISIONS DETECTED (2) — since first published. Every change below is calculated on the revised figures. | | Inflation expectations, next 12 months · August 2026 | 4.0% | → | 4.3% | ▲ +0.3 pp | | Consumer sentiment index · August 2026 | 51.7 | → | 51.0 | ▼ −0.7 pts |
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Key figures| Headline → | September 2026 | August 2026 | M/M chg | M/M % | Y/Y chg | Y/Y % | 12-period trend |
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| Consumer sentiment indexREVISED 1966 Q1=100, NSA | 48.1 | 51.0 | ▼ −2.9 pts | ▼ −5.7% | ▼ −7.0 pts | ▼ −12.7% | | | Inflation expectations, next 12 monthsREVISED | 4.6% | 4.3% | ▲ +0.3 pp | — | ▼ −0.1 pp | — | | | Trend bars show the level over the last 13 periods; the latest period is highlighted. |
Full detailShow every category and subcategory| Full detail — components (hand-entered) → | September 2026 | August 2026 | M/M chg | M/M % | Y/Y chg | Y/Y % |
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| Current economic conditions | 50.9 | 51.8 | ▼ −0.9 pts | ▼ −1.7% | ▼ −9.5 pts | ▼ −15.7% | | Index of consumer expectations | 46.3 | 50.6 | ▼ −4.3 pts | ▼ −8.5% | ▼ −5.4 pts | ▼ −10.4% | | Inflation expectations, 5-10 years | 3.4% | 3.3% | ▲ +0.1 pp | — | ▪ — | — |
Sources |
Economic Impact Group, LLC
Economic research for developing communities
Prepared 2026-09-25 15:38 UTC. Green marks an
increase, red a decrease — direction only, not good or bad.
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