Final US Consumer Sentiment Rebounds to 48.1 in September, Beating Market Expectations

The final University of Michigan US Consumer Sentiment Index for September 2026 rose to 48.1, exceeding consensus estimates of 47.6 and the preliminary print of 47.8, though remaining below August's 51.7. Current economic conditions matched preliminary figures at 50.9, while expectations climbed to 46.3. Persistent inflation expectations reinforced tighter monetary outlooks, as one-year expectations held at 4.6%—up from 4.0% prior—and five-year expectations remained steady at 3.4%. Following the data, the US 10-year Treasury yield rose 4.2 basis points to 5.20%, keeping pressure on borrowing costs and equities.