Benzinga
  • 2 days ago
The market opened the week with a rally on hopes of easing tariffs, but confidence within corporate America remains shaky, according to a CNBC survey. Sixty percent of CFOs expect a recession in the second half of the year, and another 15% forecast one in 2026. That is up significantly from 7% last quarter. Pessimism has surged due to tariff uncertainty, shifting White House messaging, and concerns over resurgent inflation. U.S. trade policy is now cited as the top external business risk by 30% of CFOs. Capex plans are softening, and 95% of CFOs say policy uncertainty affects business decisions.
Transcript
00:00It's Benzinga bringing Wall Street to Main Street.
00:02Market opened the week with a rally on hopes of easing tariffs,
00:05but confidence within corporate America remains shaky, according to CNBC.
00:0960% of CFOs expect a recession in the second half of the year.
00:13Another 50% forecast one in 2026.
00:16That is up significantly from 7% last quarter.
00:19Pessimism has surged due to tariff uncertainty,
00:21shifting White House messaging and concerns over a surge in inflation.
00:25U.S. trade policy is now cited as the top external business risk
00:29by 30% of CFOs.
00:31Capex plans are softening and 95% of CFOs
00:34say policy uncertainty is affecting business decisions.

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