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Economic Sentiment Overview

What CEOs are actually seeing in the economy — aggregated from 511 earnings calls

7.0out of 10Positive

Aggregated from 511 earnings calls across 11 sectors

Tellvest Economic Sentiment Index

Positive sentiment across corporate America

A composite score derived from averaging overall earnings sentiment across all analyzed companies for their latest reported quarter. Score is 0–10 (10 = most positive).

Sentiment Index

7/10+0.1

vs prior Q (same-company basis)

current panel (511 companies)

Sectors covered

511

Companies analyzed

Biggest shifts this quarter

vs Q4 '25 · 508 cos in both

Oil EnergyDeteriorating

+44cos

6 → 50

Regulation PolicyImproving

-33cos

59 → 26

CAPEXImproving

+20cos

114 → 134

Macro Signal Heatmap

Signals mentioned across earnings calls

🟢 Improving⚪ Stable🟡 Mixed🔴 Deteriorating

Sort by:

Signal	Companies	Direction breakdown
Consumer Demand	202	45894919
Trade & Tariffs	198	11665863
AI & Tech	195	19122
Enterprise Spending	193	13732213
CAPEX	153	134181
Supply Chain	114	24193833
Inflation	97	8351341
Oil Energy	93	1632450
Regulation Policy	74	2612279
Credit	66	2029125
FX	47	277112
Housing	47	15101111
Labor Market	43	62881

Sector Sentiment

Click to explore

Technology

92 companies

8.0/ 10

TXN CRM TDY ASML SNDK+87

Industrials

78 companies

6.8/ 10

Economic Sentiment Overview

Positive sentiment across corporate America

Biggest shifts this quarter

Macro Signal Heatmap

Sector Sentiment

Top Analyst Topics