- In today’s CEO Daily: It’s chaos out there — and CEOs tell Diane Brady they are staying off the radar while they shore up alliances with their partners.
- The big story: Wall Street is losing confidence in Trump.
- The markets: It’s getting worse.
- Analyst notes from Apollo on recession, Goldman Sachs on oil, Convera on the dollar, and Oxford Economics on the Eurozone.
- Plus: All the news and watercooler chat from Fortune.
Good morning. In talking to dozens of CEOs about the current landscape in recent weeks, some common themes have emerged. They hope the tariffs are lifted and the trade war is short. They worry about blowback to their brands and relationships. They want regulatory easing without regulatory chaos. They’re trying to stay focused on the rapid and seismic shift in technology brought about by AI. They want stable markets and stable currency. Many say it’s too early to predict that the era of rules-based law and free trade is over. And they’re reluctant to say much of this on the record. As one CEO of a major financial institution said on Friday: “I’d rather not see my name, my company or even my industry in the headlines right now.”
