US consumer sentiment fell -5.0% MoM and -13.7% YoY in August 2025 to 58.6, marking the first decline in four months as inflation concerns intensified.

• The Index of Current Economic Conditions dropped -10.4% MoM to 60.9 and was down -0.7% YoY, with buying conditions for durables hitting a one-year low.
• The Index of Consumer Expectations edged down -0.9% MoM to 57.2, a -20.7% YoY drop, as inflation and unemployment expectations worsened.
• Year-ahead inflation expectations rose to 4.9% (from 4.5% in July), ending a two-month decline.
• Long-run inflation expectations increased to 3.9% (from 3.4% in July), breaking a three-month easing trend but still below April–May peaks.