Final consumer sentiment data from the University of Michigan

  • Prior was 100.8 (highest since March)
  • Current conditions 115.2 vs 116.1
  • Expectations 90.5 vs 91.1 prior
  • 1-year inflation 2.7% vs 2.8% prior
  • 5-10-year inflation 2.5% vs 2.4%

Consumer sentiment numbers in the US has been unambiguously strong.