U.S. CEO Confidence Index

U.S. CEO Confidence Index The sharp decline in U.S. CEO optimism in 2025 is largely attributed to new tariffs, trade policy uncertainty, inflation, and unpredictable government actions, reversing the post-election optimism. Image: J.P. Morgan

CEO Confidence and the S&P 500

Conference Board CEO Confidence CEO optimism is closely tied to equity market performance, with market declines often precipitating a drop in executive confidence. Image: Deutsche Bank

CEO Confidence vs. S&P 500 Annual % Change

CEO Confidence vs. S&P 500 Annual % Change Strong CEO confidence typically bodes well for U.S. stocks, as there’s a correlation between executive optimism and annual market performance. Image: Real Investment Advice

U.S. Consumer Confidence and CEO Confidence

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

CEO Confidence & Business Confidence

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