A Kobeissi report indicates that U.S. consumers expect inflation to rise to approximately 4.6% over the next year, the third highest level in the past 12 months. This expectation is 1.1 percentage points higher than at the beginning of 2026. Meanwhile, the proportion of consumers spontaneously mentioning gasoline prices as a major concern has risen to approximately 30%, the fourth highest level in at least two years. Furthermore, about 37% of consumers mentioned tariffs, the highest proportion since April. This suggests that U.S. consumers generally believe that a new round of inflation has begun.
