Details of the latest consumer sentiment report from the University of Michigan, for the month of November 2025:Final Oct was 53.6Current conditions 52.3 vs 59.2 expected (prior was 61.0)Expectations 49.0 vs 50.3 expected (prior was 51.2)1-year inflation 4.7% vs 4.6% prior5-year inflation 3.6% vs 3.7% priorThe headline is the lowest reading since June 2022 as it was narrowly below the Liberation Day lows. It’s safe to say that the government shutdown isn’t helping. The inflation expectations numbers are mixed but I’d put a heavier weight on the longer term number ticking lower.The US dollar has sagged on this reading with the euro as the main beneficiary, it’s up 40 pips to 1.1579.
This article was written by Adam Button at investinglive.com.
💡 DMK Insight
Consumer sentiment just hit a new low, and here’s why that matters: traders need to brace for potential market volatility. The University of Michigan’s latest report shows a significant drop in consumer sentiment, with the headline number at 53.6, down from 61.0. Current conditions and expectations also fell short of forecasts, indicating a growing pessimism among consumers. This could signal a slowdown in spending, which is critical for economic growth. If consumers are feeling less confident, it could lead to weaker retail sales and impact sectors like consumer discretionary and even tech stocks that rely on consumer spending. Traders should keep an eye on inflation expectations, which remain stubbornly high at 4.7% for the one-year outlook. This could influence the Federal Reserve’s next moves, particularly if they decide to maintain or adjust interest rates. Watch for key support levels in the S&P 500 around 4,200; a breach could trigger further selling pressure. The real story is how this sentiment shift might ripple through to earnings reports in the coming quarters, especially for companies heavily reliant on consumer spending.
📮 Takeaway
Monitor the S&P 500 around the 4,200 level; a break below could signal increased selling pressure as consumer sentiment declines.






