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 Confidence Chart showing that CEOs in the U.S. remain pessimistic about current economic conditions. Image: Morgan Stanley Research
CEO Confidence & Business Confidence Deutsche Bank points out that something happened to CEO confidence and business confidence when the trade war escalated in 2018H2. Image: Deutsche Bank Global Research
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
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