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Headline: The Street Pro, 9/29/2026
Neil Sethi reports:
Executive Summary
- The Conference Board’s Consumer Confidence Index fell 6.7 points in September to 81.9, the least since April 2014, far below the 89.0 expected (the biggest miss since 2024). Unlike August, when a jump in the present situation cushioned a collapse in expectations, both components fell hard.
- The Present Situation Index retreated 7.9 points to 109.3, its lowest since 2021, and the Expectations Index dropped 5.9 points to 63.6, a more than one-year low and among the lowest readings since 2013, leaving it further below the 80 threshold the Conference Board has said in the past signals a potential recession ahead.
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