Earnings – Conference Board CEO Confidence vs. U.S. Corporate Profits YoY Change Should investors be worried about an earnings recession? CEO confidence doesn’t bode well for U.S. corporate profits. Image: Morgan Stanley Wealth Management
CEO Confidence vs. U.S. Business Capex Weak CEO confidence does not bode well for capex. Image: Gavekal, Macrobond
CEO Confidence Another quarter of rising optimism, with CEO confidence hitting an all-time high in Q2 2021. Image: The Conference Board
CEO Business Confidence CEOs are very confident in future business conditions in the United States. Image: Longview Economics
U.S. CEO Departures and S&P 500 Index It is not a good time to be a CEO. This year is on pace to have the most CEO departures on record, at rates not seen since the Great Financial Crisis. Image: Financial Times
Conference Board Confidence Index of CEO vs. U.S. Real Business Investment The trade war has no winners and could curtail U.S. business investment further. Image: NBF Economics and Strategy
S&P 500 vs. U.S. CEO Confidence Survey Economic Expectations The S&P 500 is in “Fear of Missing Out” mode, while CEO confidence has fallen to its lowest level in a decade. Image: Nordea and Macrobond
U.S. Consumer Confidence and CEO Confidence The trade war keeps weighing on CEO confidence, which is near record lows, while consumer confidence has remained relatively strong. Image: Goldman Sachs Global Investment Research
ISM Manufacturing Index and CEO Confidence Lead S&P 500 Buybacks Chart suggesting that ISM Manufacturing Index and CEO Confidence lead S&P 500 buybacks. Share buybacks are projected to decline further. Source: BCA Research
Conference Board CEO Business Confidence – Expectations for Economy 6 Months Ahead CEOs in the U.S. remain pessimistic about economic conditions. Outside of U.S. recession, CEO confidence has never been so low. Image: Pictet Asset Management