On June 17, 2026, the Business Roundtable released its CEO Economic Outlook Survey for the 2nd Quarter of 2026. Notable excerpts from this release, titled “Business Roundtable CEO Economic Outlook Index Increases for Fourth Consecutive Quarter“:
The overall Index increased by two points from last quarter to 91, its highest reading since Q4 2024 and well above its historic average of 83. The gain was driven by stronger CEO expectations for sales and plans for capital investment. Hiring plans remained in neutral territory, with about as many CEOs indicating they intend to decrease employment at their companies as increase it.
On May 28, 2026, The Conference Board released the Q2 2026 Measure Of CEO Confidence. The overall measure of CEO Confidence was at 47, down from the previous reading of 59. [note: a reading of more than 50 points reflects more positive than negative responses]
Notable excerpts from this Press Release include:
“CEO confidence fell back into negative territory in Q2 2026, reversing the surge in optimism in the first quarter,” said Dana M Peterson, Chief Economist, The Conference Board. “CEOs reported that the economy is materially worse now than it was six months ago and expected economic conditions to weaken further over the next six months. Regarding their own industries, CEO assessments about current conditions and expectations in six months deteriorated since last quarter.”
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Additional details can be seen in the sources mentioned above.
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I post various economic forecasts because I believe they should be carefully monitored. However, as those familiar with this site are aware, I do not necessarily agree with many of the consensus estimates and much of the commentary in these forecast surveys.
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The Special Note summarizes my overall thoughts about our economic situation
SPX at 7500.58 as this post is written