Sigmanomics — The Market Forecast Engine

US Consumer Confidence Falls to 93.1, Beats Consensus Estimate

The US Conference Board Consumer Confidence Index registered 93.1 for May 2026, surpassing the consensus estimate of 91.9. May's reading declined from April's 93.8, representing a 0.7-point decrease month-over-month. This marks the second consecutive monthly decline, with the index remaining just below its 12-month rolling average of 93.37. The expectations component was the primary driver of the overall decrease, reflecting heightened consumer concerns about future business conditions. Compared to the year-ago level, confidence remains subdued, underscoring persistent caution among US households amid ongoing inflationary pressures. Market participants are closely watching upcoming Federal Reserve communications and labor market data for further direction. Updated 5/26/26