Preliminary Results for September 2026

Sep Aug Sep M-M Y-Y
2026 2026 2025 Change Change
Index of Consumer Sentiment 47.8 51.7 55.1 -7.5% -13.2%
Current Economic Conditions 50.9 51.9 60.4 -1.9% -15.7%
Index of Consumer Expectations 45.8 51.5 51.7 -11.1% -11.4%

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Next data release: Friday, September 25, 2026 for Final September data at 10am ET

Surveys of Consumers Director Joanne Hsu

Consumer sentiment receded less than 4 index points for the second consecutive month of decreases. Democrats and Republicans alike posted sizable declines, while independents were little changed from August. Year-ahead expectations for both personal finances and business conditions plunged. With a resurgence in fuel prices and trade tensions, consumers anticipate greater pressures on their pocketbooks to come. Five-year expected business conditions remained stable at readings well below their historical average, suggesting that consumers believe that emerging risks this month may not have further worsened the long-run outlook. Overall, sentiment is now 16% below February, prior to the start of the Iran conflict, and 13% lower than a year ago.

Year-ahead inflation expectations jumped from 4.0% last month to 4.6% this month, the highest reading since June. The current reading substantially exceeds the 3.4% seen in February before the Iran conflict began, along with all 2024 readings. Long-run inflation expectations ticked up to 3.4%, ending three consecutive months at 3.3%. These expectations remain higher than their 2024 range of 2.8% to 3.2%.