Conference Board says U.S. consumer confidence falls to seven-month low in August
Question
Conference Board says U.S. consumer confidence falls to seven-month low in August
Direct answer
Weaker confidence points to softer household demand and can cap near-term upside for U.S. retail and cyclical equities while supporting duration if traders lean toward slower growth.
- Original publisher
- Market Ontology
- Evidence through
- 2026-08-25
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “Conference Board says U.S. consumer confidence falls to seven-month low in August”, revision 1, evidence through 2026-08-25. https://marketontology.com/market-events/2026-08-25/conference-board-says-u-s-consumer-confidence-falls-to-seven-month-low-in-august-3baffd
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| SPY | softer consumer sentiment can weigh on growth-sensitive broad equities | Down1-5d | consumer confidence fell to 89.4 in August, the lowest in seven months |
| TLT | slower growth expectations can support long-duration Treasuries | Up1-5d | the Conference Board said consumer confidence dipped to 89.4 from 90.2 |
| XLY | consumer-discretionary demand is most exposed to weaker household sentiment | Down1-5d | the index fell to a seven-month low |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| SPY | Downdisagreed | 765.91 2026-08-25 | +0.02% | -0.54% | +0.25% |
| TLT | Updisagreed | 83.47 2026-08-25 | -0.20% | -1.92% | -3.61% |
| XLY | Downagreed | 117.95 2026-08-25 | -0.67% | -2.85% | -6.19% |
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Sources
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