
Core Report | February 27, 2026
Consumer confidence rebounded in February after a sharp drop in January. The February Consumer Confidence Index came in at 91.2, up from an upwardly revised 89.0 in January.

Consumer confidence rebounded in February after a sharp drop in January. The February Consumer Confidence Index came in at 91.2, up from an upwardly revised 89.0 in January.

After sliding throughout Q4, U.S. light vehicle assemblies rebounded slightly to start 2026. January light vehicle assemblies increased to a 9.601 million unit rate, up 1.2% from December and up a sharp 8.2% from the 8.871 million unit rate last January.

After slipping in September, seasonally adjusted construction spending regained its upward movement in October. October total construction spending came in at a $2.175 trillion rate, up 0.5% from September but down 1.0% compared to October 2024.

After slipping in September, seasonally adjusted construction spending regained its upward movement in October. October total construction spending came in at a $2.175 trillion rate, up 0.5% from September but down 1.0% compared to October 2024.