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2026-09 · University of Michigan

University of Michigan Consumer Survey

One workspace for briefing, official publication status, market reaction, and comparable historical outcomes.

Scheduled
Sep 25 · 2:00:00 PM UTC
Published
Sep 25 · 2:00:00 PM UTC
0 ms late from schedule
Available
Oct 4 · 8:03:50 PM UTC
13323.8 min after publication
Market clock
Publication time
New York sessions

Before release

Release Briefing

Consumer sentiment and inflation expectations reveal household confidence and potential pressure on future spending and prices.

Analysis componentOpen five-year indicator analysis
Event value
48.1 index
Consumer Sentiment
Current / event regime
Low
z -1.00
Historical percentile
50th percentile
Quintile 3 · five years
Revision reliability
High
100/100 · 1 releases

Relevant market exposures

At release

Release Monitor

IndicatorActualPrior initialPrior revisedRelease move
Consumer SentimentLevel · Official48.1 index51.7 index—-3.6 index
U. Michigan Inflation Expectations (1Y)Level · Official4.6%4%—+0.6 pp

“Release move” is initial minus the revised prior when available, otherwise initial minus the prior print. It is not a consensus surprise.

After release

Market Reaction

S&P 500 and Nasdaq cumulative returns from the last regular close before publication to the +1D, +5D, and +1M trading sessions.

Benchmark+1D+5D+1M
S&P 500 Index+0.51%-0.49%Pending
Nasdaq Composite+0.48%-0.25%Pending

Regime + percentile matched

Historical Analogues

Low-sample analogue history · 1 evaluated

S&P 500 Index

Low · quintile 3

0 matching releases
WindowMeanMedianPositiven
+1DNot availableNot availableNot available0
+5DNot availableNot availableNot available0
+1MNot availableNot availableNot available0

No earlier releases match both this regime and percentile quintile in the retained history.

Nasdaq Composite

Low · quintile 3

0 matching releases
WindowMeanMedianPositiven
+1DNot availableNot availableNot available0
+5DNot availableNot availableNot available0
+1MNot availableNot availableNot available0

No earlier releases match both this regime and percentile quintile in the retained history.

Stored release examples

2026-08

University of Michigan Consumer Survey

64% match
Consumer Sentiment: 51.7 indexU. Michigan Inflation Expectations (1Y): 4%
S&P 500 Index
D0 -0.25% · D5 -0.16%
Nasdaq Composite
D0 -0.52% · D5 -0.13%
Open workspace

Aggregate outcomes use only earlier releases of the selected component with the same as-of-release regime and five-year percentile quintile. The target event is excluded and pending trading horizons remain unavailable until enough closes exist.