Today, the Reserve Bank released the results of July 2026 round of its bi-monthly urban consumer confidence survey (UCCS)1. The survey collects current perceptions (vis-à-vis a year ago) and one year ahead expectations of households on general economic situation, employment scenario, overall price situation, own income and spending. The survey was conducted during July 11-20, 2026, covering 5,987 respondents across 19 major cities. Highlights: -
Households’ confidence for the current period moderated with the Current Situation Index (CSI)2 declined to 88.3 from 90.7 in the previous round (Chart 1). -
Consumer optimism for the year ahead remained in positive terrain, albeit with moderation of 3.4 points in the Future Expectations Index (FEI) (Chart 1). -
Consumers remain optimistic on income and spending outlook amidst some concerns on the economic situation and employment in this survey round (Tables 1, 2, 5 and 6). Note: Please see the excel file for time series data3 | Table 1: Perceptions and Expectations on the General Economic Situation | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Improved | Remained Same | Worsened | Net Response | Will Improve | Will Remain Same | Will Worsen | Net Response | | Jul-25 | 34.2 | 27.5 | 38.3 | -4.2 | 55.7 | 20.9 | 23.4 | 32.3 | | Sep-25 | 37.0 | 22.1 | 40.9 | -3.9 | 57.9 | 16.8 | 25.3 | 32.6 | | Nov-25 | 37.2 | 23.1 | 39.7 | -2.5 | 58.5 | 15.8 | 25.7 | 32.9 | | Jan-26 | 36.8 | 23.0 | 40.2 | -3.5 | 56.6 | 16.2 | 27.2 | 29.3 | | Mar-26 | 34.5 | 22.5 | 43.0 | -8.6 | 53.8 | 15.6 | 30.7 | 23.1 | | May-26 | 31.2 | 21.0 | 47.7 | -16.5 | 52.3 | 14.9 | 32.8 | 19.5 | | Jul-26 | 27.1 | 22.3 | 50.5 | -23.4 | 47.4 | 16.4 | 36.3 | 11.1 | | Table 2: Perceptions and Expectations on Employment | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Improved | Remained Same | Worsened | Net Response | Will Improve | Will Remain Same | Will Worsen | Net Response | | Jul-25 | 32.6 | 28.2 | 39.2 | -6.7 | 53.6 | 23.8 | 22.6 | 31.0 | | Sep-25 | 35.3 | 23.2 | 41.5 | -6.2 | 56.6 | 18.3 | 25.1 | 31.5 | | Nov-25 | 35.5 | 22.7 | 41.8 | -6.3 | 57.1 | 17.4 | 25.5 | 31.6 | | Jan-26 | 35.8 | 22.1 | 42.1 | -6.3 | 58.2 | 16.7 | 25.2 | 33.0 | | Mar-26 | 34.3 | 22.3 | 43.4 | -9.1 | 54.1 | 16.9 | 29.0 | 25.2 | | May-26 | 31.1 | 23.5 | 45.5 | -14.4 | 52.6 | 16.6 | 30.8 | 21.8 | | Jul-26 | 28.0 | 22.1 | 49.9 | -21.9 | 48.9 | 17.3 | 33.8 | 15.1 | | Table 3: Perceptions and Expectations on Price Level | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Increased | Remained Same | Decreased | Net Response | Will Increase | Will Remain Same | Will Decrease | Net Response | | Jul-25 | 90.3 | 6.4 | 3.3 | -87.0 | 81.6 | 9.3 | 9.1 | -72.4 | | Sep-25 | 89.7 | 7.9 | 2.4 | -87.3 | 81.0 | 9.1 | 9.9 | -71.1 | | Nov-25 | 83.9 | 11.0 | 5.1 | -78.9 | 78.3 | 12.2 | 9.5 | -68.8 | | Jan-26 | 86.3 | 8.6 | 5.1 | -81.2 | 82.4 | 10.4 | 7.2 | -75.2 | | Mar-26 | 89.1 | 6.9 | 4.0 | -85.2 | 83.2 | 10.2 | 6.6 | -76.7 | | May-26 | 91.6 | 7.5 | 0.9 | -90.7 | 80.5 | 10.5 | 9.0 | -71.5 | | Jul-26 | 93.3 | 6.1 | 0.6 | -92.7 | 82.5 | 10.0 | 7.5 | -74.9 | | Table 4: Perceptions and Expectations on Rate of Change in Price Level (Inflation)* | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Increased | Remained Same | Decreased | Net Response | Will Increase | Will Remain Same | Will Decrease | Net Response | | Jul-25 | 78.7 | 12.5 | 8.7 | -70.0 | 79.7 | 10.9 | 9.4 | -70.3 | | Sep-25 | 77.8 | 14.7 | 7.6 | -70.2 | 78.0 | 13.0 | 9.1 | -68.9 | | Nov-25 | 76.9 | 14.4 | 8.7 | -68.2 | 75.9 | 16.2 | 7.8 | -68.1 | | Jan-26 | 77.6 | 15.6 | 6.8 | -70.9 | 77.6 | 16.6 | 5.9 | -71.7 | | Mar-26 | 78.0 | 16.1 | 5.9 | -72.2 | 79.6 | 15.5 | 4.9 | -74.8 | | May-26 | 81.9 | 13.3 | 4.8 | -77.1 | 78.6 | 15.9 | 5.5 | -73.1 | | Jul-26 | 81.2 | 14.6 | 4.3 | -76.9 | 79.2 | 15.4 | 5.4 | -73.8 | | *Applicable only for those respondents who felt price has increased/price will increase. | | Table 5: Perceptions and Expectations on Income | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Increased | Remained Same | Decreased | Net Response | Will Increase | Will Remain Same | Will Decrease | Net Response | | Jul-25 | 22.7 | 56.7 | 20.6 | 2.1 | 57.0 | 38.6 | 4.4 | 52.6 | | Sep-25 | 27.0 | 49.2 | 23.8 | 3.2 | 59.0 | 35.0 | 6.0 | 53.0 | | Nov-25 | 26.0 | 51.5 | 22.5 | 3.5 | 59.1 | 34.8 | 6.0 | 53.1 | | Jan-26 | 26.3 | 50.7 | 23.0 | 3.3 | 57.0 | 36.1 | 6.9 | 50.1 | | Mar-26 | 25.1 | 52.8 | 22.1 | 3.0 | 55.6 | 37.1 | 7.2 | 48.4 | | May-26 | 24.1 | 52.8 | 23.1 | 0.9 | 54.9 | 37.3 | 7.8 | 47.1 | | Jul-26 | 25.0 | 51.9 | 23.1 | 1.9 | 53.6 | 38.6 | 7.8 | 45.8 | | Table 6: Perceptions and Expectations on Spending | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Increased | Remained Same | Decreased | Net Response | Will Increase | Will Remain Same | Will Decrease | Net Response | | Jul-25 | 80.2 | 17.7 | 2.2 | 78.0 | 81.0 | 18.0 | 1.0 | 80.0 | | Sep-25 | 81.4 | 15.7 | 2.9 | 78.5 | 82.1 | 15.0 | 2.9 | 79.1 | | Nov-25 | 78.7 | 18.6 | 2.6 | 76.1 | 82.2 | 15.1 | 2.8 | 79.3 | | Jan-26 | 79.7 | 18.6 | 1.7 | 78.0 | 82.3 | 15.4 | 2.3 | 80.0 | | Mar-26 | 80.2 | 18.1 | 1.8 | 78.4 | 82.8 | 15.7 | 1.6 | 81.2 | | May-26 | 77.2 | 19.5 | 3.3 | 74.0 | 79.9 | 16.8 | 3.3 | 76.6 | | Jul-26 | 80.0 | 17.3 | 2.7 | 77.3 | 82.4 | 14.9 | 2.7 | 79.7 | | Table 7: Perceptions and Expectations on Spending- Essential Items | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Increased | Remained Same | Decreased | Net Response | Will Increase | Will Remain Same | Will Decrease | Net Response | | Jul-25 | 87.5 | 11.5 | 1.0 | 86.5 | 87.1 | 12.0 | 0.9 | 86.2 | | Sep-25 | 88.6 | 9.5 | 1.9 | 86.7 | 87.3 | 11.0 | 1.7 | 85.6 | | Nov-25 | 85.2 | 13.1 | 1.7 | 83.5 | 85.5 | 11.9 | 2.6 | 83.0 | | Jan-26 | 86.6 | 12.2 | 1.2 | 85.4 | 86.2 | 11.4 | 2.4 | 83.8 | | Mar-26 | 86.9 | 11.8 | 1.3 | 85.7 | 86.8 | 11.5 | 1.7 | 85.0 | | May-26 | 86.8 | 11.3 | 1.9 | 84.9 | 85.9 | 11.4 | 2.7 | 83.2 | | Jul-26 | 88.3 | 10.0 | 1.7 | 86.7 | 87.9 | 10.0 | 2.1 | 85.8 | | Table 8: Perceptions and Expectations on Spending- Non-Essential Items | | (Percentage responses) | | Survey Round | Current Perception | One year ahead Expectation | | Increased | Remained Same | Decreased | Net Response | Will Increase | Will Remain Same | Will Decrease | Net Response | | Jul-25 | 37.6 | 25.1 | 37.3 | 0.4 | 43.6 | 27.7 | 28.7 | 15.0 | | Sep-25 | 35.5 | 30.4 | 34.1 | 1.4 | 39.8 | 35.8 | 24.5 | 15.3 | | Nov-25 | 30.4 | 40.2 | 29.4 | 1.0 | 40.8 | 36.9 | 22.3 | 18.5 | | Jan-26 | 30.7 | 39.2 | 30.0 | 0.7 | 40.4 | 36.6 | 23.0 | 17.4 | | Mar-26 | 29.8 | 41.2 | 29.0 | 0.8 | 42.4 | 36.3 | 21.3 | 21.1 | | May-26 | 30.4 | 38.5 | 31.1 | -0.8 | 39.8 | 36.2 | 24.0 | 15.9 | | Jul-26 | 32.6 | 38.2 | 29.3 | 3.3 | 41.2 | 35.9 | 22.9 | 18.3 |
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