FINANCE

Finance Chiefs Navigate Stormy Economic Seas

North America, USATue Jul 08 2025

Latest Survey Reveals Shift in Sentiment

The latest report from Deloitte's CFO Signals survey paints a picture of finance leaders treading carefully in uncertain times. With a confidence score of 5.4, down from 6.4 in the previous quarter, it's clear that optimism is taking a backseat.

Key Findings

  • Growth Expectations Drop: Only 23% of CFOs now rate the North American economy as "good," a stark contrast to the 50% who felt optimistic just a quarter ago.
  • Risk Appetite Declines: Just one in three CFOs believe it's a good time to take on more risk.
  • Capital Market Valuation: Opinions are split between the market being undervalued or overvalued.

Drivers of Uncertainty

According to Steve Gallucci, global and U.S. leader of Deloitte’s CFO Program, the uncertainty stems from a mix of policy, geopolitics, the economy, and capital markets. He points to the U.S. presidential election as an example, where uncertainty led to a dip in optimism, which then spiked once the election was settled.

Strategic Responses

In response to these challenges, CFOs are focusing on:

  • Growth Drivers
  • Managing Controllable Risks
  • Staying Active in Mergers and Acquisitions
  • Prioritizing Technology and Cybersecurity
  • Cautious AI Adoption
  • Addressing Internal Risks like talent availability, lack of agility, and cost management.

Conclusion

The survey highlights a finance leadership community grappling with uncertainty, actively working towards solutions to weather the storm and position their companies for future growth. It's a testament to their resilience and strategic thinking in the face of adversity.

questions

    What specific policy changes could potentially restore CFO optimism and improve economic outlook?
    Is there a hidden agenda behind the emphasis on technology and AI adoption among CFOs?
    How might the decline in CFO confidence scores impact overall economic growth in North America?

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