The Income-Sentiment Divergence

The Income-Sentiment Divergence

Why consumers feel worse despite earning more (2019-2023)

Data sources: BLS Consumer Expenditure Survey, University of Michigan Consumer Sentiment Index

Drag to explore trends
20192020202120222023

The Contradiction: Income Up Sentiment Down

Income Growth

+1.8%

$84,352

Moderate growth

Sentiment

78.1

Index (100 = neutral)

Below pre-pandemic

Spending Growth

-2.7%

$61,332

Recovery patterns

The Deloitte Contradiction

Deloitte claims: Financial well-being decreased in 2023 (102.8 in Oct, down from 103.5 year prior)

BLS shows: Income grew 8.3% while spending only grew 5.9% in 2023

The gap: Consumers had -4.5% MORE discretionary income, yet sentiment crashed to 78.1

Prepared for Steve Rogers | Deloitte Consumer Industry Center

Data Sources and References

BLS Consumer Expenditure Survey: https://www.bls.gov/cex/

Annual reports 2019-2023, income and expenditure data by consumer unit

University of Michigan Surveys of Consumers: https://www.sca.isr.umich.edu/

Consumer Sentiment Index monthly data, averaged by calendar year

FRED Economic Data (Federal Reserve): https://fred.stlouisfed.org/series/UMCSENT

Historical consumer sentiment data and economic indicators

Deloitte ConsumerSignals: ConsumerSignals Dashboard

Reference comparison for financial well-being claims

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