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CFOs are bullish on their own firms—even as they turn bearish on the economy

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Courtesy of Deloitte.

CFOs can’t control the economy, but they increasingly believe they can control the outcome for their own companies.

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Summary

That tension—what Deloitte calls a “paradox of promise versus pessimism”—is a defining theme in the firm’s North American Q2 2026 CFO Signals survey, Ed Hardy, U.S. financial services leader at Deloitte, told me. About a third (33%) of respondents said the economy in North America is bad, compared to only 5% who felt this way in the first quarter. “The macroeconomic outlook has dipped for two consecutive quarters,” Hardy said. The divergence reflects a deeper shift in how finance chiefs are operating.

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