This year’s World Economic Forum (WEF) in Davos, Switzerland promises to be more important than ever for investors. With President Trump’s inauguration day marking the unofficial start of the event, CEOs and business leaders will be under pressure to navigate Trump policies, interest rates, and tariffs.
Big bank CEOs, including Jamie Dimon, Brian Moynihan, David Solomon, Jane Fraser, and Ted Pick, will be in attendance, with their outlook on interest rates likely to shape market sentiment. With the Fed’s likely halt on rate cuts, these executives will want to voice their views ahead of the January 28-29 policy meeting.
Retail CEOs, such as those from Polo Ralph Lauren, Williams Sonoma, and Gap, will also be present, as they prepare for Trump tariffs. The impact on supply chains and potential price increases could offer valuable insights into the 2025 inflation outlook and Fed policy.
Artificial intelligence (AI) will dominate conversations this year, with CEOs expected to provide clear lines of revenue and profits. Meanwhile, Big Tech players, including Microsoft and Alphabet, are racing to develop high-powered AI chips to catch Nvidia’s lead.
The crypto industry will also be in force, with Coinbase CEO Brian Armstrong likely to share his thoughts on the latest bitcoin volatility and potential Trump administration policies.
Lastly, stocks are looking top-heavy, and market pros like JPMorgan’s Mary Erdoes and economic experts like Nouriel Roubini may provide insights into red flags on the horizon. With President Trump planning a remote speech and potential Commerce Secretary Howard Lutnick in attendance, the tone of US international relations could set the stage for market uncertainty.
As Yahoo Finance’s Executive Editor Brian Sozzi points out, investors should be watching these key players closely, as their words can shape market sentiment. Follow @BrianSozzi on X, Instagram, and LinkedIn for more insights from Davos 2025.
Source: https://finance.yahoo.com/news/magnificent-7-crypto-trump-coin-ai-trump-tariffs-fed-and-everything-else-that-will-dominate-davos-131207377.html