Índice de Sentimiento del Consumidor de la Universidad de Michigan (UMCSENT)

About University of Michigan Consumer Sentiment Index (UMCSENT)

Conducted monthly by the University of Michigan Survey Research Center under Director Joanne Hsu across 500+ US households, UMCSENT delivers the market’s earliest monthly readout on consumer mood and inflation psychology. Preliminary November 2026 sentiment rose 6.3% to 51.0 as 1-year inflation expectations eased to 4.3% and 5-year to 3.4%. University of Michigan Consumer Sentiment Index (UMCSENT) claims #3 right behind hard BLS US CPI (#1) and Nonfarm Payrolls (#2), and one spot ahead of the FOMC Federal Funds Rate (#4), because it arrives mid-month as markets’ earliest forward pulse on both household purchasing-power stress and the exact 1-year (4.3%) and 5-year (3.4%) inflation expectations debated inside FOMC rooms. When May 2026 sentiment hit an all-time record low of 44.8—and when preliminary November 2026 rebounded +6.3% to 51.0 (Current Conditions 51.0, Expectations 50.9) while 57% of respondents cited high prices and equity holders flagged emerging AI-valuation nerves—10:00 AM ET Friday bond desks repriced immediately. It trails only CPI (#1) and Payrolls (#2) because surveyed morale can temporarily diverge from upper-income spending.