On September 16, 2026, the Business Roundtable released its CEO Economic Outlook Survey for the 3rd Quarter of 2026. Notable excerpts from this release, titled “Business Roundtable CEO Economic Outlook Index Increases for Fourth Consecutive Quarter“:
The overall Index rose by three points from last quarter to 94, its strongest reading in more than four years and well above its historic average of 83. The increase was driven primarily by improved hiring plans, as sales expectations and capital investment plans remained at multi-year highs.On August 6, 2026, The Conference Board released the Q2 2026 Measure Of CEO Confidence. The overall measure of CEO Confidence was at 52, down from the previous reading of 47. [note: a reading of more than 50 points reflects more positive than negative responses]
Notable excerpts from this Press Release include:
Ferguson added: “CEOs expected to stay the course on their capital spending plans, with most (61%) indicating no plans to revise capital spending, and only 8% expecting to revise plans lower (unchanged from Q2). Regarding employment, CEOs remained in ‘low-hire, low-fire’ mode, but tilted toward a slight expansion in their workforces in Q3. Plans for wage increases were overall little changed. Hiring qualified people was generally unproblematic in Q3, with a majority of CEOs (61%) expecting either no problem hiring (13%) or overall no problem but some problems in some areas (48%) over the next 12 months.”
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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 7650.50 as this post is written
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