AI Data Insight
In August 2026, the 75th percentile of the US one-year-ahead inflation expectations reached 6.0, unchanged from the previous value, indicating that concerns among groups highly sensitive to inflation have not subsided. Although the market consensus median inflation expectations remain relatively stable, expected increases in gasoline, rent, and food prices have rebounded, posing challenges to the path of cooling inflation. Meanwhile, expectations of labor market deterioration have climbed, adding to the risks of a slowdown in future consumer momentum.