Summary U.S. consumer sentiment increased in January, with the index revised up to 56.4 from December’s 52.9. Inflation expectations eased, with consumers expecting 4% price increases over the next year. Consumer spending remains resilient, but weakening fundamentals may slow consumption ahead. Consumer sentiment in the United States continued to improve in January, despite the sentiment being 21% below a year ago. The University of Michigan on Friday released data showing consumer sentiment in the U.S. has greatly increased more than what was anticipated to occur in January 2026. The University stated that its consumer sentiment index for January was upwardly revised to 56.4 from a preliminary reading of 54.0. The index was at 52.9 in December, and economists had predicted the index would be unrevised from the preliminary estimate. “While the overall improvement was small, it was broad-based, seen across the income distribution, educational attainment, older and younger consu...