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Sunday, September 27, 2026

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Research cutoff: Official sources reviewed September 27, 2026. Stories show source dates; deep dives show publication dates and link to dated evidence.

Consumer sentiment slips to 48.1; inflation expectations rise

The University of Michigan’s final September consumer-sentiment index was 48.1, down from 51.7 in August. Year-ahead inflation expectations rose from 4.0% to 4.6%; longer-run expectations edged up to 3.4%.

Why it matters

Analysis

Analysis: weaker confidence and concern about prices can coexist with purchases pulled forward to avoid expected increases. For installment lenders, compare applications and conversion with payment rates, employment and real income before interpreting sales resilience as stronger household capacity.

What remains uncertain

This is a survey of attitudes and expectations, not a measured inflation rate or a default forecast. Product mix and borrower populations differ from the national survey.

Sources

University of Michigan — September 2026 final results