This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with: The chart of the day What we’re watching What we’re reading Economic data releases and earnings Coverage of the World Economic Forum in Davos, Switzerland, each year is something I view as a competitive sport.I actually start training for the intense week over the summer, as my few close friends know (and yes, they all make fun of me). The number of workouts every week in the lead-up rises incrementally so I can easily sprint up and down the two-mile promenade with a backpack to stuff in as many meetings as humanly possible (yes, I do this).My one cheat meal a week gets replaced by green drinks and extra doses of vitamins to ensure I don’t get sick. I meditate twice a day and carefully pick out clothes I know will help me execute at the highest level. Look good, feel good, good things happen.To me, this one event is the closest I will get to being like Michael Jordan in the playoffs — and I am very lucky to be in attendance.And this year, the gathering of the elites flying in on private jets to wax poetic on the world’s biggest problems will be extra nutty.Read more: Here are the biggest global risks for 2025The conference unofficially kicks off on Trump’s Inauguration Day. Some CEOs I know who normally would be at Davos all week are dropping in mid-week after working the inauguration party rounds. By Tuesday, the newly minted president may have uncorked a host of executive orders that could impact the businesses of the top CEOs on the ground. And, of course, impact the global markets.This is why this year’s WEF will be more important than the norm for you, the average investor. The headlines will be coming in hot and heavy as CEOs look to challenge Trump or get on his good side. They will also look to talk up their businesses ahead of the start of earnings season, and with markets getting a little rockier of late.Here’s what yours truly and our very own Jennifer Schonberger will be watching while bundled up in five layers all week. Be sure to bookmark the “streaming now” section on Yahoo Finance to catch all our market-moving interviews in real-time. Or tune in where you normally catch us, whether that’s on Samsung TV or our nifty app.Unlike our previous trips to Davos over the past decade, I will be taping several special episodes of the Opening Bid podcast on the ground. I could tell you who those guests will be, but where is the fun in that? Best to be surprised!Now, on to that guide…Big bank CEOs: The biggest names in banking, such as JPMorgan (JPM) CEO Jamie Dimon, Bank of America (BAC) CEO Brian Moynihan, Goldman Sachs (GS) CEO David Solomon, Citi (C) CEO Jane Fraser, and Morgan Stanley (MS) CEO Ted Pick will be in attendance. While this group will all get asked about Trump policies, it’s going to be their outlook on interest rates that will be most key to market sentiment. Most have not spoken publicly since th
Dom. Gen 19th, 2025
