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Consumer Confidence Softens in U.S.; German Sentiment Weakens on Slumping Income Outlook

Persistent inflation and political uncertainty eroded confidence.

People walk on Fifth Avenue as President Trump’s new tariffs are imposed, in New York City, U.S., August 7, 2025. REUTERS/Adam Gray
FILE - A customer turns away after looking at big-screen televisions on display in a Best Buy store, Nov. 21, 2023, in southeast Denver. (AP Photo/David Zalubowski, file)
FILE - A customer fills up his vehicle's gas tank at a gas station in Buffalo Grove, Ill., April 23, 2024. (AP Photo/Nam Y. Huh, file)
FILE - A shopper selects a carton of 18 Large Grade A eggs from a cooler in a Costco Warehouse in Cranberry, Pa., Jan. 28, 2025. (AP Photo/Gene J. Puskar, File)

Overview

  • The Conference Board’s U.S. Consumer Confidence Index slipped to 94.6 in October from a revised 95.6, with the Expectations Index down to 71.5 and the Present Situation Index up to 129.3.
  • Write-in responses highlighted prices and inflation as the top concern, with multiple mentions of the ongoing U.S. government shutdown and growing unease about future job prospects.
  • Year-ahead inflation expectations ticked up to 5.9%, and separate reporting noted slower hiring alongside new corporate job cuts at Amazon, Target, Meta and Starbucks.
  • Germany’s GfK/NIM consumer climate index is projected at -24.1 for November, down from a revised -22.5 in October, based on a survey conducted Oct. 2–13.
  • The German decline was led by a near 13-point plunge in income expectations to 2.3, while economic expectations edged up to 0.8 and willingness to buy improved slightly but remained subdued.