- In today’s CEO Daily: Diane Brady on Xi Jinping’s turn toward the tech sector.
- The big story: U.S. and Russia in talks on Ukraine.
- The markets: Treading water.
- Analyst notes from Goldman Sachs (on the U.S. economy), Apollo (on GDP), JP Morgan (on U.S.-Europe trade), and Claudia Sahm (on inflation).
- Plus: All the news and watercooler chat from Fortune.
Good morning. Pay attention to what’s going on in China right now. From the ongoing threat of tariffs to Washington’s apparent backpedaling on Taiwan after an anti-independence line was removed from a U.S. government fact sheet, business sentiment is shifting. Chinese stocks have rallied amid stimulus, buzz about technology innovations like DeepSeek, and the growing global market share of companies like BYD, despite being frozen out of the U.S. market.
