National Real Estate Insights 11/2024

“ Consumer sentiment improved for the 4 th consecutive month, rising 3.5% to its highest reading in six months … the expectations index surged across all dimensions, reaching its highest reading since July 2021...Sentiment is now nearly 50% above its June 2022 trough but remains below pre-pandemic readings. ” 11/4/24

Consumer Sentiment (Confidence) Index* University of Michigan, since 1978

Peak: dotcom bubble

110

2012-2020 recovery & high-tech boom

105

Peak: subprime bubble

100

95

90

Mid- late 90’s recovery

85

Market recession

Market recession

1980’s recovery

80

2001 dotcom crash ▲

75

Pandemic hits ▲

Pandemic hits ▲

70

Interest rates soar ▲

65

1990 recession

60

Interest rates jump ▲

2008 market crash ▲

55

Updated through 11/4/24 release

50

*University of Michigan: Consumer Sentiment [UMCSENT], per Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/UMCSENT. Not seasonally adjusted. 1966, Q1 = 100. 2023, 2024 readings per http://www.sca.isr.umich.edu/. Mid-month readings labeled “preliminary . ”

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