Intelligence Feed event · Macro · 2026-09-29

    Conference Board says US consumer confidence falls to lowest level since 2014

    Question

    Conference Board says US consumer confidence falls to lowest level since 2014

    Direct answer

    Lower consumer confidence can pressure discretionary spending expectations and reinforce growth concerns in U.S. rate markets.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-29
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Conference Board says US consumer confidence falls to lowest level since 2014”, revision 1, evidence through 2026-09-29. https://marketontology.com/market-events/2026-09-29/conference-board-says-us-consumer-confidence-falls-to-lowest-level-since-2014-967d70

    MACRO
    Conference Board says US consumer confidence falls to lowest level since 2014
    Lower consumer confidence can pressure discretionary spending expectations and reinforce growth concerns in U.S. rate markets.
    SPYTLTDXY
    Impact
    80
    SEP 29
    SIG
    SPYTLTDXY
    Conference Board says US consumer confidence falls to lowest level since 2014
    Lower consumer confidence can pressure discretionary spending expectations and reinforce growth concerns in U.S. rate markets.
    Impact
    Lower consumer confidence can pressure discretionary spending expectations and reinforce growth concerns in U.S. rate markets.
    Affected
    SPYTLTDXY
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    SPYweaker sentiment can imply softer household demand and slower earnings growthDown1-5dconsumer confidence fell to 81.9, the lowest level since 2014
    TLTgrowth نگر concerns can lift duration demand if investors price a less aggressive policy pathUp1-5dthe survey showed a broad deterioration in current and expected conditions
    DXYrisk-off sentiment can support the dollar, but weaker growth can also shift Fed pricing lowerMixed1-5dconsumer confidence weakened sharply while inflation and rate concerns remained elevated

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    SPYDowndisagreed764.20 2026-09-29-0.21%+1.95%Pending
    TLTUpdisagreed78.23 2026-09-29-0.58%-1.21%Pending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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