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The US Conference Board Consumer Confidence Index registered 91.2 for February, exceeding the consensus estimate of 87.4. This marks an increase from January’s reading of 89.0, reflecting a 2.2-point month-over-month gain. The index has rebounded for a second consecutive month, moving further above the 50-threshold that signals expansion in consumer sentiment. February’s improvement was primarily driven by stronger expectations for future business conditions, while consumers’ assessment of current conditions remained relatively stable. Compared to the 12-month average of approximately 91.0, the latest figure is nearly in line but remains below several readings from mid-2025, highlighting ongoing volatility in US consumer sentiment amid persistent inflation concerns. Market participants are monitoring the Federal Reserve’s policy signals and upcoming labor market data for further direction. Updated 2/24/26
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