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U.S. Consumer Sentiment Falls Again in September 2025



📌 Introduction

American consumers are feeling the squeeze. The University of Michigan Consumer Sentiment Index dropped for the second straight month, signaling concerns about the economy.

🔍 Key Data

  • September 2025 reading: 55.4 (down from 58.2 in August).

  • Inflation expectations: 3.1% for the year ahead.

  • Five-year inflation outlook: 2.9%, slightly higher than August.

📰 What’s Driving the Decline

  • Persistent inflation pressures on food, housing, and energy.

  • Worries over rising tariffs and trade tensions.

  • Labor market slowdown, with fewer job openings.

🌍 Impact

  • Stock Market: Investors are watching closely, as consumer confidence drives spending.

  • Politics: Economic worries could influence 2026 midterms.

  • Households: Families are cutting back on big purchases.

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