12.09.202514:04:28UTC+00US Consumer Sentiment Falls to 4-Month Low

In September 2025, consumer sentiment in the United States, as measured by the University of Michigan, fell to 55.4, down from 58 in August, and below market expectations of 58. According to preliminary estimates, this represents the second consecutive monthly decline, bringing sentiment to its lowest point since May. The decline is most pronounced among lower- and middle-income households. While conditions for purchasing durable goods have improved, other components have weakened as concerns grow over business conditions, employment, and inflation. Personal finance perceptions dropped by 8%, with approximately 60% of respondents continuing to highlight tariffs as a significant issue. The index of current conditions slipped to 61.2 from 61.7, and the measure of expectations declined to 51.8 from 55.9. On the inflation front, expectations for the year ahead remain steady at 4.8%, while five-year inflation expectations rose for the second consecutive month to 3.9% from 3.5%.