Sam Ro: UMich survey reports sentiment drop since Jan 2026 across key groups

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UMich survey finds sentiment down sharply

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Yaroslav Dmytrenko

09.10.2026

Sam Ro: UMich survey reports sentiment drop since Jan 2026 across key groups — UMich survey finds sentiment down sharply

Sam Ro reports that according to the UMich Sentiment Survey, overall sentiment has decreased unanimously since January 2026. The data suggests that Republicans, independents, and the least wealthy groups have seen substantial drops in sentiment over this period.

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Sam Ro has previously highlighted that the S&P 500 gained in 21 of the last 23 U.S. midterm election cycles. He also reported that S&P 500 earnings estimates were upgraded significantly each quarter over the past year. These data points had signaled optimism in markets prior to the recent decline in consumer sentiment.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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