
- In today’s CEO Daily: Diane Brady has a cheat sheet on the new Canadian PM Mark Carney.
- The big story: It’s Trump’s 100th day in office.
- The markets: Eerie calm.
- Analyst notes from JPMorgan on Apple and tariffs, UBS on Trump and taxes, Goldman Sachs on equities, and Macquarie on Trump’s next 100 days.
- Plus: All the news and watercooler chat from Fortune.
Good morning. As Donald Trump hits his 100th day in office today, here’s one accomplishment he can clearly claim: swaying the outcome of Canada’s national election. “Trump loomed large in mobilizing Canadians around the Liberals,” Nik Nanos, a noted pollster and founder of Ottawa-based Nanos Research told me last night. “The Liberals were on their political deathbed in the opening of 2024. Under Mark Carney, they have formed another government.”