- Dun & Bradstreet’s Q2 2025 Global Business Optimism Insights report reveals a 1.3% decline in business optimism.
- Global Financial Confidence Index experienced an 8.6% drop, and ESG Index fell by 3.3%.
- Inflation resurgence is seen as a significant disruption by 86% of businesses surveyed.
Dun & Bradstreet (DNB, Financial) has released its Q2 2025 Global Business Optimism Insights report, which highlights a continued decrease in business optimism. The survey of 10,000 business leaders shows a 1.3% decline in optimism since the last quarter, following a steep 12.9% drop previously. The report underscores the effects of persistent economic uncertainties and rising trade protectionism.
The Global Business Financial Confidence Index saw an 8.6% decrease, indicating the challenges posed by macroeconomic uncertainties and the ongoing high cost of capital. Investment confidence also fell by 0.6%, reflecting uncertainties about future interest rate cuts.
Global supply chain continuity showed stagnation after a previous 10.7% decline, highlighting ongoing supply chain disruptions and labor shortages. This issue is compounded by heightened tensions related to U.S. tariffs, further impacting global trade dynamics.
Export-oriented sectors such as automotive, electrical, and metals have experienced notable declines in business optimism, particularly in the U.S., Mexico, South Korea, and Japan. These declines are attributed to increased tariffs and shifting trade policies, which have led to cost pressures and demand volatility.
The report also points out that 86% of businesses view inflation as a significant disruption, while 70% consider tighter domestic monetary policies as a probable risk with substantial impacts. Capital expenditure optimism has decreased from 77% to 69%, with the metals and mining sectors most affected by U.S. tariffs.
The ESG Index saw its first drop in three quarters, declining 3.3%, due to reduced engagement in social and governance initiatives. The perception of financial risk has also increased globally, with businesses continuing to face high borrowing costs and persistent inflation expectations.
