Boeing Effect, Huawei Chips, Trade Talks: CEO Daily for April 15, 2019

Good morning.

New evidence this morning that recession fears have subsided in the C-Suite. EY's Capital Confidence Barometer is out later today, and CEO Daily got an early look: the survey of 505 C-level executives found a whopping 96% believe economic conditions are improving, compared to just 72% who said the same thing six months ago, and 69% a year ago. To have near-unanimity is surprising, and encouraging.

And here's something else the executives were nearly unanimous about: 94% said...

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