美国9月密歇根大学消费者信心指数初值下降

Core Insights - The preliminary consumer confidence index for September in the U.S. is reported at 55.4, reflecting a 4.8% decrease from August and a 21% year-over-year decline [1] Economic Conditions - The current economic conditions index stands at 61.2, showing a 0.8% decrease month-over-month and a 3.3% decrease year-over-year [1] - The consumer expectations index is at 51.8, which is a 7.3% decrease from the previous month and a 30.4% decline compared to the same period last year [1] Consumer Sentiment - U.S. consumers are increasingly concerned about multiple vulnerabilities in the economy, including the business environment, labor market, and inflation risks [1] - There is a notable awareness among consumers regarding personal financial risks, with both current and expected personal financial conditions declining by approximately 8% in September [1] Trade Policy Impact - Trade policy remains a critical issue for U.S. consumers, with about 60% mentioning tariff issues during interviews, showing little change from the previous month [1] Inflation Expectations - Consumers' inflation expectations for the next year remain stable at 4.8%, unchanged from August [1] - Long-term inflation expectations have risen for the second consecutive month to 3.9% [1]