
- In today’s CEO Daily: Diane Brady on Fortune’s CEO Survey.
- The big story: The recession keeps failing to show up.
- The markets: Low drama.
- Analyst notes from Deutsche Bank on China, EY on consumer sentiment, and Macquarie and Convera on the dollar.
- Plus: All the news and watercooler chat from Fortune.
Good morning. We just released our Spring 2025 Fortune CEO Survey, in collaboration with Deloitte, showing a dramatic drop in optimism compared with the survey we conducted in November. About 60% of CEOs were optimistic about their company’s performance when polled in April, vs. 84% in November. Pessimism about the global economy rose to 58% from 18% just after Trump’s victory. Deloitte U.S. CEO Jason Girzadas joined me for a virtual roundtable with other CEOs yesterday to discuss their strategies.