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

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

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. finance services leader at Deloitte, told me.