On March 25, 2026 The CFO Survey was released. It contains a variety of statistics regarding how CFOs view business and economic conditions.
In the CFO Survey press release, I found the following to be the most notable excerpts – although I don’t necessarily agree with them:
The outlook for the U.S. economy improved among financial decision-makers in the first quarter of 2026, according to The CFO Survey, a collaboration of Duke University’s Fuqua School of Business and the Federal Reserve Banks of Richmond and Atlanta. Despite concerns about tariff policy and uncertainty, expectations for U.S. GDP growth and business revenue growth over the next year remained solid. The survey, which included 473 respondents, was fielded from Feb. 17 to March 5.
Real GDP over the next four quarters is expected to be 2.1% on a “weighted mean” basis and 2.0% on a “weighted median” basis.
The CFO Survey contains an Optimism Index chart, with the blue line showing U.S. Optimism (with regard to the economy) at 61.7, as seen below:
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It should be interesting to see how well the CFOs predict business and economic conditions going forward. I discussed past various aspects of this, and the importance of these predictions, in the July 9, 2010 post titled “The Business Environment”.
(past posts on CEO and CFO surveys can be found under the “CFO and CEO Confidence” label)
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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 6595.61 as this post is written
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