The Briefing Live from Davos: Trump touches down and markets react to geopolitics
Jan 21, 2026
Join Marcus de Maier, Editor at Handelszeitung, for sharp insights on European reactions to Davos speeches. Ulrike Hoffman-Bocardi, a strategy expert from UBS, dives into AI's impact on global markets and fiscal policies. Ewan Potts from Bloomberg reveals how geopolitical tensions shape investor behavior. Lastly, Parag Khanna, founder of Alpha Geo, discusses Davos's role as a 'pop-up city' and the new multipolar world order emerging from these global conversations.
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Davos As A Global Spotlight
- Davos becomes a focal point when global leaders converge, turning the town into a temporary capital of finance and policy.
- Carlotta Rebello highlights the event's magnetism as Trump’s arrival dominates attention and agenda.
Specificity Wins Over Platitudes
- Marcus de Maier observed that many high-level speeches lacked concrete specifics and felt like general PR.
- He praised Macron and Mark Carney for being more direct about Europe's challenges and need for a new order.
Unpredictability Shapes Diplomatic Strategy
- Marcus de Maier argues uncertainty surrounds President Trump's plans, even among US delegates.
- He warns that interactions with Trump require caution because of unpredictability and potential irrationality.