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The University of Michigan’s consumer sentiment index for the US rose to 60.5 in June 2025, up from a near-record low of 52.2 in both May and April, and well above market expectations of 53.5, according to preliminary estimates. This marks the first increase in sentiment in six months, driven by broad-based gains in assessments of current conditions (63.7 vs. 58.9 in May) and future expectations (58.4 vs. 47.9). Despite the rebound, sentiment remains about 20% below its December 2024 level, when consumer confidence received a temporary post-election boost. The persistent drag reflects continued concern over downside risks to the economy, particularly stemming from US tariff policies. Inflation expectations showed notable improvement: year-ahead inflation expectations dropped sharply to 5.1% in June from 6.6% in May, while long-run inflation expectations declined for the second consecutive month, easing to 4.1% from 4.2%.