US consumer confidence unexpectedly firm in October

Tuesday, October 28, 2025 at 11:00 UTC+01:00 (+0100), United States, Washington, D.C.

News category : Macroeconomic Events

In its October reading, the US consumer confidence index came in at 94.6, above market expectations of 93.4. Consumers reported a stronger sense of their current situation, while long-term expectations were more cautious. Inflation and political risk remained on people’s minds, but optimism about trade and policy support lifted sentiment. This unexpected resilience prompted investors to reassess consumer-spending risks: while some saw it as a buffer for growth, others cautioned that higher expectations may not translate into sustained consumption without income support or wage growth. The reading added a positive note ahead of the Fed meeting, reinforcing the idea that a rate cut could fuel further consumer activity.

Overall market impact

Light bullish market impact - strength score : 60/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

US equities (consumer discretionary)

Retail stocks

US consumer credit instruments

Interest rate futures

Credit spreads

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