U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease
Published . Updated .
Key takeaways
- The University of Michigan's preliminary November Consumer Sentiment Index came in at 51.0, beating the market forecast of 48.0 and improving from…
- Exposed: TIP, XLP, XRT, WMT, AMZN
- Market reaction: XLP −0.7% on the day (still updating); TIP +0.2% on the day (still updating); AMZN +1.1% on the day (still updating)
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The University of Michigan's preliminary November Consumer Sentiment Index came in at 51.0, beating the market forecast of 48.0 and improving from…
Directly affected
- No company is named in this report.
Indirectly affected
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.
- XLY Consumer Discretionary Select Sector SPDR+5.7% 30d
Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.
- TIP iShares TIPS Bond ETF-0.0% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- WMT Walmart+20.2% 30d
Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
- AMZN Amazon.com+6.7% 30d
Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
- COST Costco Wholesale+16.7% 30d
Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
- TGT Target-1.0% 30d
Target (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
- PG The Procter & Gamble+12.8% 30d
The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XRT | -2.55% | -2.49% | base | -0.31% | after close | after close | after close |
| XLYNo price data for this ticker | — | — | — | — | — | — | — |
| TIP | +0.43% | -0.14% | base | +0.16% | after close | after close | after close |
| WMT | -3.29% | -2.27% | base | -1.10% | after close | after close | after close |
| AMZN | -7.79% | -3.81% | base | +1.13% | after close | after close | after close |
| COST | -5.04% | -4.40% | base | -0.65% | after close | after close | after close |
| TGTNo price data for this ticker | — | — | — | — | — | — | — |
| PG | -3.29% | -3.00% | base | -0.40% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease BigGo Finance
Source: BigGo Finance
How far Ishares Tr (TIP) has moved since 6 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amazon Com (AMZN) | that day | +1.13% | still updating |
| Amazon Com (AMZN) | three days earlier | -3.81% | final price |
| Amazon Com (AMZN) | five days earlier | -7.79% | final price |
| Costco Wholesale (COST) | that day | -0.65% | still updating |
| Costco Wholesale (COST) | three days earlier | -4.40% | final price |
| Costco Wholesale (COST) | five days earlier | -5.04% | final price |
| Procter & Gamble (PG) | that day | -0.40% | still updating |
| Procter & Gamble (PG) | three days earlier | -3.00% | final price |
| Procter & Gamble (PG) | five days earlier | -3.29% | final price |
| Ishares Tr (TIP) | that day | +0.16% | still updating |
| Ishares Tr (TIP) | three days earlier | -0.14% | final price |
| Ishares Tr (TIP) | five days earlier | +0.43% | final price |
| Walmart (WMT) | that day | -1.10% | still updating |
| Walmart (WMT) | three days earlier | -2.27% | final price |
| Walmart (WMT) | five days earlier | -3.29% | final price |
| Spdr Series Trust (XRT) | that day | -0.31% | still updating |
| Spdr Series Trust (XRT) | three days earlier | -2.49% | final price |
| Spdr Series Trust (XRT) | five days earlier | -2.55% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 39 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 10 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 70 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 24 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Target (TGT) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 25 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Pete Sessions sold Procter & Gamble (PG), worth $1,001 - $15,000 on 8 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (TIP)
Companies tied to this story
- TIP Ishares Tr
For “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLP Select Sector Spdr Tr
For “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease,” Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence. Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XRT Spdr Series Trust
Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease.” Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story
- WMT Walmart
In “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- AMZN Amazon Com
Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease.” Reason on file: Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story
- COST Costco Wholesale
For “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- PG Procter & Gamble
For “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- KO Coca Cola
For “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
Ishares Tr (TIP)
On 6 Nov 2026, “U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease” is the story that connects Ishares Tr (TIP) to this story.
The link for Ishares Tr (TIP) is this: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Also listed, Select Sector Spdr Tr (XLP): Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Dates in the story, and the Ishares Tr (TIP) price range
TIP traded between 103.77 and 105.61 across 19 sessions. The latest close on file is 105.27. XLP traded between 80.10 and 83.07 across 9 sessions. The latest close on file is 81.02.
A simple score for Ishares Tr (TIP)
46 out of 100Price not final
“U.S. Consumer Sentiment Unexpectedly Improves to 51.0 in November Preliminary Reading; Inflation Expectations Ease” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.