Greetings,

CFOs are optimistic about the economy but surprisingly downbeat on White House policy and President Donald Trump's potential Federal Reserve chair appointment, according to the latest CNBC CFO survey. Nearly three-quarters of CFOs say the president's performance so far is "fair" or "poor," with many citing immigration and trade policy as key negatives. Treasury Secretary Scott Bessent is viewed more positively, with nearly two-thirds describing his performance as "good" or "excellent." What do you think? Let us know. 

Also in this edition:

• Megadeals test US bond market's risk appetite