State of the Economy for September 2026: Consumer Confidence Takes a Tumble

US Consumer Confidence fell to 81.9 in September, marking a third consecutive monthly decline. In this episode of C-Suite Perspectives, The Conference Board's Eric Lundh and Allen Li examine what is driving greater consumer caution — from financial well-being and inflation concerns to signs of softer discretionary spending.  They also discuss The Conference Board's latest global economic forecast: how energy disruptions and trade uncertainty are weighing on growth; how AI investment and semiconductor demand are supporting parts of the global economy; and what to expect in the US, Asia, the Gulf region, and Europe through 2027.