États-Unis Confiance Des Consommateurs

The University of Michigan consumer sentiment for the US dropped to 58.6 in August 2025, down from 61.7 in July and well below market expectations of 62, according to preliminary estimates. Consumer sentiment fell for the first time in four months, mainly due to growing inflation concerns and sharply worse buying conditions for durable goods. While expectations for future personal finances improved slightly, consumers still anticipate worsening inflation and unemployment ahead. The current conditions index deteriorated to 60.9 from 68 and the expectations gauge fell to 57.2 from 61.7. Meanwhile, year-ahead inflation expectations surged to 4.9% from 4.5% and the five-year expectations gauge edged up to 3.9% from 3.4%. This month ended two consecutive months of receding inflation for short-run expectations and three straight months for long-run expectations. Still, both readings remain well below the highs seen briefly in April and May 2025.