密歇根大学对美国的消费者信心从上个月的五个月高点61.7降至2025年8月的58.2，低于初步估计的58.6，远低于最初的市场预期62。这是四个月来情绪指标的首次下降，主要是由于通胀担忧加剧和耐用品购买条件急剧恶化，耐用品购买情况降至一年来的最低水平。对整体商业状况和美国劳动力市场前景的预期也有所恶化，尽管对个人财务的预期大致稳定。未来一年的通胀预期上升了0.3个百分点，达到4.8%，与今年早些时候对主要贸易伙伴征收激进关税的涨幅一致。

The University of Michigan consumer sentiment for the US dropped to 58.2 in August of 2025 from the five-month high of 61.7 in the previous month, revised down from the preliminary estimate of 58.6 and well under the initial market expectations of 62. It was the first drop in the sentiment gauge in four months, mainly due to growing inflation concerns and sharply worse buying conditions for durable goods, which fell to their lowest in one year. Expectations on overall business conditions and the outlook on the US labor market also deteriorated, although expectations on personal finances were loosely stable. Year-ahead inflation expectations rose by 0.3 percentage points to 4.8%, in line with earlier increases this year on the imposition of aggressive tariffs on major trading partners.